{ "session_id": "20260515_215426_9d71bc", "model": "gpt-5.5", "base_url": "https://chatgpt.com/backend-api/codex", "platform": "telegram", "session_start": "2026-05-15T20:07:33.178179", "last_updated": "2026-05-15T22:25:11.960223", "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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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 ![alt](url) 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 09:54 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 ![description](url-or-path) 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": 207, "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", "call_id": "call_aPJB5BHKCgjvCyFPcmSxWkXr", "response_item_id": "fc_0af01f7a9e8ef06e016a06cacbc22c8191bb91b78ba5340420", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"finance-system-architecture\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Inspecting repository for finance skills**\n\nI need to act and inspect the repository related to finance-system-architecture. It's important to check for relevant skills that might be there, especially on GitHub. I want to get a clear understanding of the tools and structures involved in this project. Loading the repository should help me gather the details I need. Let's figure this out!", "reasoning_content": "**Inspecting repository for finance skills**\n\nI need to act and inspect the repository related to finance-system-architecture. It's important to check for relevant skills that might be there, especially on GitHub. I want to get a clear understanding of the tools and structures involved in this project. Loading the repository should help me gather the details I need. Let's figure this out!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqBsrLb1eyA-nv3sH-PaPyCwodUpnh7RJvh5M86B_ZLi-1nP9nMyrRreBBoEeDOLBQnqvFiRiz2D0vCD5Au-TOh60FUwPHL8AmSsonKcV4z05Qpmdk1OW1yOzvk_SLSV6VwcDk-NFP35_9L5k0uWj3goKgGFAqrRzLfgVaAy9LU-ALcKd_tlpnEU0Q1soZ7KxpXIkRajZ_Cd7MEOv9AFvi-5DvwWPhlrhYij9NZGwYNAHTUkMqN0bDjh85zArW2IeeysLkBA6SzLTpvnUSzQFz9bUdIcX3eWfGqRFCCUsuoCE26qAbjgKaGKtiLmae94IsVsR7kPX3C7_p5FwiUnOUNBa2yRlsPUqBUKq9Jb44GSJjfbnIn_zrCkppu5Sm8fi737njKrdj4prilcVbT9Qfrbj4nyKBmmIlohg9KFOsxkJzJYGpRHKV8Jl5y3X_DWs8j9DMTMa3oG2XaYRD7SdX8pRdSMtBEa7VVpwncEluGet4SyUG0F0Ucw49-tBzEqGfu8jdrJXTkhGTn7UjpA9ZG2L5UJ-BfiTCw1OfUHwET2IqmXddImDTKowYOaeUqsoefrZri45ju8ZK8tbrSf2yPZUm40zOfEo9WAvdvHBwrOMUsyJPEgso2wNXlDUlGkNv_gNsy_pEpYjH5Ls6PzkvAakkuXszb6CVaX_iek0cvU5nqRqYj6pZ2xFY7JW_kl0Qwswq0ChWhBKLPZQ24tLbh7U6_KU6v4X2D32Rq5CP3WwkVvoDQYLT_g1Fsn7XrPY-h34IZUDUcI5JLDbwzN0mCzfb9vwoiacCOvji_ezGZYEWfCq4lu603ti_tq6twMJKh5dh8pNXNX8O3vVJaGPll8Knv6iWSIFmEtk_HsWLjv7nkiWmakdO7efbMk49rcL8Cp0uB7oxWo0qStvUP8_pD0wWbcUeQhM3WkgvsuyJ-5UXkm03A41oAxK5qkmIp_wcV-hGIraG1yiFg8NXj6NH9OagzccZX8a6ND8BUBhjqcRwW3Z9fXXw40cEnKAnsH0Tws9R0VqAdUprNMfl9R8fPUTXkA==", "id": "rs_0af01f7a9e8ef06e016a06cac97e0c81919f3529e658542329", "summary": [ { "type": "summary_text", "text": "**Inspecting repository for finance skills**\n\nI need to act and inspect the repository related to finance-system-architecture. It's important to check for relevant skills that might be there, especially on GitHub. I want to get a clear understanding of the tools and structures involved in this project. Loading the repository should help me gather the details I need. Let's figure this out!" } ] } ] }, { "role": "tool", "content": "[skill_view] name=finance-system-architecture (21,972 chars)", "tool_call_id": "call_aPJB5BHKCgjvCyFPcmSxWkXr" }, { "role": "assistant", "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\n## Active Task\nUser asked: \"[M G] Der UX-Sprint 2 ist technisch akzeptiert, aber aus Nutzersicht noch nicht ausreichend.\n\nIch habe das Dashboard jetzt selbst geprüft. Es ist zwar besser geworden, aber es wirkt weiterhin wie ein Streamlit-Prototyp mit vielen technischen oder halbfertigen Elementen. Bitte starte deshalb jetzt einen gezielten:\n\nFunctional UX Stabilization Sprint\n\nZiel:\nNicht noch mehr neue Seiten bauen, sondern das bestehende Dashboard wirklich bedienbar machen.\n\nWichtig:\n\n* Jede sichtbare Schaltfläche muss entweder funktionieren oder klar deaktiviert/ausgeblendet sein.\n* Keine Fake-Buttons.\n* Keine leeren Seiten im User Mode.\n* Keine doppelte Navigation.\n* Positionen müssen auswählbar sein.\n* Aktionen müssen aus einer ausgewählten Position heraus ausführbar sein.\n* Dashboard darf weiterhin keine Live-API beim Rendern ausführen.\n* Runtime-Daten bleiben außerhalb Git.\n* Keine echten Daten ins Repo.\n* Git-Safety, Tests, Commit, Push wie gewohnt.\n\n[...] Nach Abschluss:\n\n* Compile\n* pytest\n* Git-Safety\n* Commit\n* Push\n\nBitte berichten:\n\n* Navigation repariert: ja/nein\n* Fake-Buttons entfernt/verdrahtet: ja/nein\n* welche Buttons jetzt funktionieren\n* welche Buttons bewusst deaktiviert sind\n* Coin-/Wallet-Auswahl funktioniert: ja/nein\n* Preisupdate funktioniert: ja/nein\n* Report erzeugen funktioniert: ja/nein\n* Watchlist Status: funktional oder versteckt\n* Tests\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Grenzen\"\n\n## Goal\nDas bestehende Streamlit-Finanzdashboard im Repository `/home/agent/.hermes/repos/FinanceManager` soll in einem „Functional UX Stabilization Sprint“ von einem prototypischen Zustand in einen bedienbaren MVP-Zustand gebracht werden: eine einzige klare Navigation, keine Fake-Buttons, keine leeren/halbfertigen User-Mode-Seiten, verständlicher Read-only/Edit Mode, auswählbare Positionen mit echten Aktionen, keine Live-API-Aufrufe beim Rendern, Runtime-Daten außerhalb von Git, Tests/Git-Safety/Commit/Push.\n\n## Constraints & Preferences\n- Sprache/Kommunikation: Deutsch.\n- Dashboard darf beim Rendern keine Live-API-Aufrufe ausführen; Preisupdate nur explizit per Button/Klick.\n- Runtime-Daten, Reports und andere erzeugte Dateien bleiben außerhalb Git.\n- Keine echten Daten, Secrets, Credentials oder Connection Strings ins Repo; vorhandene Credentials immer als `[REDACTED]` behandeln.\n- Git-Safety muss vor Commit/Push sauber sein.\n- TDD-orientiertes Vorgehen: Tests ergänzen/ausführen.\n- Jede sichtbare Schaltfläche muss funktionieren oder klar deaktiviert/ausgeblendet sein.\n- Keine Fake-Buttons und keine rein textuellen Aktionslinks wie „Details · Bestand hinzufügen · Korrigieren“.\n- Standardmodus: Read-only; schreibende Aktionen nur nach session-basiertem Edit Mode und Review/Bestätigung.\n- User Mode Navigation soll schlank sein:\n - Command Center\n - Portfolio\n - Crypto\n - Wallets\n - Equities/ETFs\n - Watchlist\n - Reports\n- Admin/Debug getrennt und einklappbar:\n - Ledger\n - Audit\n - Alerts\n - Data Quality\n - Import Wizard\n - Settings\n - Manage-Seiten\n- User Mode darf keine technischen IDs wie `_asset_id`, `_wallet_id` zeigen; Alerts sollen Namen/Ticker statt IDs anzeigen.\n- Positionen müssen auswählbar sein; Aktionen müssen aus der ausgewählten Position heraus ausführbar sein.\n- Nach Abschluss gefordert: Compile, pytest, Git-Safety, Commit, Push und Bericht zu Navigation, Buttons, Auswahl, Preisupdate, Report, Watchlist, Tests, Git-Safety, Commit-Hash, Push-Status, offenen Grenzen.\n\n## Completed Actions\n1. GELADEN `finance-system-architecture` — Architektur-/Projektkontext für FinanceManager abgerufen; Inhalt nicht vollständig im sichtbaren Verlauf erhalten, aber Toolcall erfolgreich [tool: skill_view].\n2. GELADEN `test-driven-development` — TDD-Vorgehenskontext abgerufen; Toolcall erfolgreich [tool: skill_view].\n3. GELADEN `github-pr-workflow` — Git/PR/Workflow-Kontext abgerufen; Toolcall erfolgreich [tool: skill_view].\n4. ANGELEGT Todo-Liste für Functional UX Stabilization Sprint — 6 Arbeitspakete erfasst; `fx-1` auf `in_progress`, `fx-2` bis `fx-6` auf `pending` gesetzt [tool: todo].\n5. DURCHSUCHT `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard` nach `*.py` — 39 Python-Dateien gefunden; genaue Dateiliste im Tool-Ergebnis nicht vollständig sichtbar [tool: search_files].\n6. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py` — 5.177 Zeichen ab Zeile 1 gelesen, zur Prüfung von Streamlit-Routing/Navigation; konkrete Inhalte im kompaktierten Verlauf nicht erhalten [tool: read_file].\n7. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/components/navigation.py` — 442 Zeichen ab Zeile 1 gelesen, zur Prüfung der eigenen JARVIS-Navigation; konkrete Inhalte im kompaktierten Verlauf nicht erhalten [tool: read_file].\n8. DURCHSUCHT `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance` nach `*report*.py` — 2 Treffer gefunden; genaue Trefferliste im Tool-Ergebnis nicht vollständig sichtbar [tool: search_files].\n9. AKTUALISIERT Kontext-Checkpoint — keine zusätzlichen Arbeits-Turns mit Repository-Änderungen lagen nach der vorherigen Zusammenfassung vor; bestehender Sprint-Status bleibt unverändert [tool: conversation].\n\n## Active State\n- Arbeitsverzeichnis: `/home/agent/.hermes/repos/FinanceManager` wurde aus Toolpfaden abgeleitet.\n- Branch: unbekannt; `git status` wurde in den sichtbaren Turns noch nicht ausgeführt.\n- Modifizierte/erstellte Dateien: keine Änderungen im sichtbaren Verlauf vorgenommen.\n- Gelesene/analysierte Dateien:\n - `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py`\n - `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/components/navigation.py`\n- Suchergebnisse:\n - 39 Python-Dateien unter `src/jarvis_finance/dashboard`\n - 2 Report-bezogene Python-Dateien unter `src/jarvis_finance`\n- Teststatus: noch nicht ausgeführt in den sichtbaren Turns.\n- Compile-Status: noch nicht ausgeführt.\n- Git-Safety: noch nicht ausgeführt.\n- Commit/Push: noch nicht erfolgt.\n- Laufende Prozesse/Server: keine bekannt.\n- Aktuelle Todo-Liste laut letzter bekannter Erfassung:\n - `fx-1`: Inspect Streamlit routing/navigation and current dashboard pages/buttons — `in_progress`\n - `fx-2`: Add stabilization tests for navigation, edit-mode buttons, selected position flows, reports/price click actions, sorting and alert names — `pending`\n - `fx-3`: Implement single navigation/router, hide/fix incomplete pages, read-only/edit-mode controls and no fake buttons — `pending`\n - `fx-4`: Wire Crypto/Wallet selection to Manage flows and audited action execution; add report/price click handlers or explicit disabled CLI fallback — `pending`\n - `fx-5`: Improve sorting/filtering, user-mode note/ID cleanup, alert entity resolution — `pending`\n - `fx-6`: Run compile/tests/Git-safety, commit and push — `pending`\n\n## In Progress\n- Untersuchung der aktuellen Streamlit-Routing-/Navigationsarchitektur und der sichtbaren Dashboard-Seiten/Buttons.\n- Nächster sinnvoller Schritt: konkrete Inhalte von `main.py`, `navigation.py`, Page-Dateien und Tests erneut lesen/analysieren, weil die Inhalte der Tool-Ergebnisse durch Kompaktierung nicht erhalten geblieben sind.\n\n## Blocked\n- Keine technischen Blocker im sichtbaren Verlauf.\n- Frühere 129 Nachrichten konnten nicht zusammengefasst werden; dadurch fehlt Kontext aus früherer Arbeit. Vorherige Summary lautete nur: „Summary generation was unavailable. 129 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.“\n- Die konkreten Inhalte der gelesenen Dateien `main.py` und `components/navigation.py` sind im kompaktierten Verlauf nicht verfügbar; sie müssen bei Fortsetzung erneut per Datei-Lesezugriff geprüft werden.\n- Nach der vorherigen Zusammenfassung gab es keine neuen Repository-/Terminal-/Patch-Turns, die den Sprint technisch vorangebracht hätten.\n\n## Key Decisions\n- Vorgehen als gezielter Stabilisierungssprint, nicht als Feature-Ausbau: bestehende Seiten bedienbar machen statt neue Seiten bauen.\n- Navigation muss auf ein einziges sichtbares Navigationssystem reduziert werden; doppelte automatische Streamlit-Multipage-Liste plus eigene Navigation ist aus Nutzersicht nicht akzeptabel.\n- Falls Streamlit automatische Multipage-Navigation sichtbar macht, Architektur anpassen: zentrale Router-App, Pages aus automatischer Erkennung entfernen/umbenennen oder konsequent Streamlit-native Navigation verwenden.\n- Read-only bleibt Standard; schreibende Aktionen werden nur im Edit Mode aktiv und müssen auditierbar/runtime-basiert sein.\n- Button-UX-Regel: Sichtbarer Button muss echte Aktion auslösen; nicht implementierte Aktion wird deaktiviert und erklärt oder ausgeblendet.\n- User Mode soll keine technischen IDs oder halbfertigen Seiten zeigen; Admin-/Debug-Funktionen gehören getrennt/einklappbar.\n- Tests sollen nicht nur technische Funktion, sondern UX-Invarianten absichern: keine doppelte Navigation, keine technischen IDs, disabled Buttons in Read-only, Edit Mode aktiviert Aktionen, Reports/Preisupdate nur bei Klick, Sortierung/Alerts korrekt.\n\n## Resolved Questions\n- Keine Nutzerfragen wurden in den sichtbaren Turns bereits beantwortet; es wurde nur mit Analysevorbereitung begonnen.\n- Die aktuelle Zusammenfassungsaufforderung wurde mit diesem Kontext-Checkpoint erfüllt; sie ändert den technischen Sprint-Status nicht.\n\n## Pending User Asks\n- Functional UX Stabilization Sprint vollständig umsetzen.\n- Navigation reparieren: nur eine sinnvolle Navigation, keine doppelten automatischen Page-Einträge, keine `page 00 command center`/ähnliche technische Einträge im User Mode.\n- User-Mode-Seiten prüfen und leere/halbfertige Seiten ausblenden oder mit MVP-Funktion versehen; insbesondere Watchlist, Reports, Wallets, Equities/ETFs, Import Wizard, Manual Review Queue, Data Quality Center.\n- Alle genannten Fake-/Schein-Buttons prüfen und jeweils verdrahten, deaktivieren oder ausblenden:\n - „Preise aktualisieren“\n - „Report erzeugen“\n - „Coin hinzufügen“\n - „Wallet verwalten“\n - „Bestand hinzufügen“\n - „Bestand korrigieren“\n - „Transfer“\n - „Bestand auf 0 setzen“\n - „Audit / Verlauf anzeigen“\n - „Neues Wallet“\n - „Coin in Wallet hinzufügen“\n - „Wallet verifizieren“\n - „Wallet bearbeiten“\n - „Wallet deaktivieren“\n - „Aktie/ETF hinzufügen“\n - „Watchlist hinzufügen“\n- Read-only vs Edit Mode verständlich machen:\n - Standard Read-only\n - Schreibende Aktionen deaktiviert\n - „Bearbeiten aktivieren“-Button/Toggle\n - Hinweis auf Runtime-DB und Audit\n - Keine Änderung ohne Review/Bestätigung\n- Positionen auswählbar machen; Aktionen aus ausgewählter Position heraus starten.\n- Coin-/Wallet-Auswahl und Manage-Flows verdrahten.\n- Korrektur-Flow soll `manual_adjustment` mit Audit schreiben.\n- Transfer-Flow soll Transfer mit Audit schreiben.\n- Report-Button soll Runtime-Report erzeugen.\n- Preisupdate-Button soll Provider-Service nur bei Klick nutzen.\n- Sortierung nach Wert absteigend und Charts nach Wert sortiert absichern.\n- Alert-Texte sollen Instrument-Namen/Ticker statt IDs auflösen.\n- Watchlist entweder funktional machen oder im User Mode verstecken.\n- Tests ergänzen und ausführen.\n- Compile, pytest, Git-Safety, Commit, Push.\n- Abschlussbericht mit:\n - Navigation repariert ja/nein\n - Fake-Buttons entfernt/verdrahtet ja/nein\n - welche Buttons funktionieren\n - welche Buttons bewusst deaktiviert sind\n - Coin-/Wallet-Auswahl funktioniert ja/nein\n - Preisupdate funktioniert ja/nein\n - Report erzeugen funktioniert ja/nein\n - Watchlist Status\n - Tests\n - Git-Safety\n - Commit-Hash\n - Push-Status\n - offene Grenzen\n\n## Relevant Files\n- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/main.py` — gelesen; vermutlich zentrale Streamlit-App/Router/Entry Point, muss weiter analysiert werden.\n- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/components/navigation.py` — gelesen; vermutlich eigene JARVIS-Navigationskomponente, muss weiter analysiert werden.\n- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/**/*.py` — 39 Python-Dateien vorhanden; Page-/Button-Implementierungen müssen identifiziert werden.\n- `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/**/*report*.py` — 2 Report-bezogene Dateien vorhanden; für Report-Button/Runtime-Report relevant.\n- Noch nicht gelesen, aber voraussichtlich relevant:\n - Streamlit `pages/`-Verzeichnis oder Dateien mit Namen wie `page_00_command_center`, `page_01_portfolio` usw.\n - Tests unter `tests/`\n - Git-Safety-Skripte/Checks im Repo\n - Services für Preise/Provider\n - Ledger/Audit/Manual Adjustment/Transfer-Module\n - Dashboard-Seiten für Crypto, Wallets, Equities/ETFs, Watchlist, Reports, Alerts, Data Quality, Import Wizard, Manage-Seiten\n\n## Remaining Work\n- Repository-Status und Branch prüfen.\n- Exakte Streamlit-Architektur ermitteln:\n - Entry Point\n - automatische `pages/`-Erkennung\n - eigene Navigation\n - User/Admin Mode Unterscheidung\n- Doppelte Navigation beheben:\n - zentrale Router-App oder Pages so verschieben/umbenennen, dass Streamlit keine automatische Seitenliste anzeigt, oder komplett Streamlit-native Navigation nutzen.\n- User-/Admin-Navigation konsolidieren.\n- Sichtbare User-Mode-Seiten prüfen und leere/halbfertige Seiten ausblenden oder MVP-fähig machen.\n- Alle sichtbaren Buttons identifizieren und jeweils verdrahten, deaktivieren oder ausblenden.\n- Read-only/Edit Mode implementieren bzw. korrigieren.\n- Auswahlzustand für Coins/Wallets/Positionen implementieren/prüfen.\n- Aktionsflows aus ausgewählter Position heraus verdrahten:\n - Bestand hinzufügen\n - Bestand korrigieren\n - Transfer\n - Bestand auf 0 setzen\n - Audit/Verlauf anzeigen\n - Wallet-Aktionen\n - Watchlist-Aktionen\n- Report-Erzeugung als Runtime-Aktion implementieren/prüfen.\n- Preisupdate nur per explizitem Klick und ohne Render-Live-API implementieren/prüfen.\n- User Mode von technischen IDs bereinigen.\n- Sortierung/Charts nach Wert absteigend umsetzen/prüfen.\n- Alerts mit Namen/Tickern statt IDs anzeigen.\n- Stabilisierungstests ergänzen:\n - Navigation enthält keine doppelten automatischen Page-Einträge\n - User Mode zeigt keine technischen IDs\n - User Mode zeigt keine `_asset_id`/`_wallet_id` Spalten\n - Coin-Auswahl setzt selected coin\n - Coin-Detail enthält echte Action-Buttons\n - Action-Buttons sind in Read-only Mode disabled\n - Edit Mode aktiviert Buttons\n - Bestand hinzufügen öffnet/vorbefüllt passenden Flow\n - Korrektur-Flow schreibt `manual_adjustment` mit Audit\n - Transfer-Flow schreibt Transfer mit Audit\n - Report-Button erzeugt Runtime-Report\n - Preisupdate-Button nutzt Provider-Service nur bei Klick\n - Sortierung nach Wert absteigend funktioniert\n - Charts sind nach Wert sortiert\n - Alert-Text löst Instrument-Namen/Ticker auf\n - Watchlist-Page ist funktional oder im User Mode versteckt\n - Git-Safety bleibt sauber\n- Compile/tests/Git-Safety ausführen.\n- Commit und Push durchführen.\n- Abschlussbericht in gewünschtem Ja/Nein-/Statusformat liefern.\n\n## Critical Context\n- Bisher wurden in den sichtbaren Turns keine Dateien geändert; es wurde nur vorbereitet und gelesen/gesucht.\n- Nach der vorherigen Zusammenfassung sind keine neuen technischen Aktionen außer dieser Kontextaktualisierung hinzugekommen.\n- Vorherige Kontextinformationen aus 129 entfernten Nachrichten sind nicht verfügbar; daher muss aus aktuellem Repo-Zustand weitergearbeitet werden.\n- Nutzer sieht aktuell offenbar links zwei Navigationssysteme:\n - automatische Streamlit-Seitenliste mit technischen Einträgen wie „page 00 command center“, „page 01 portfolio“ etc.\n - darunter eigene JARVIS-Navigation.\n- Nutzerkritik: Dashboard wirkt weiterhin wie Streamlit-Prototyp mit technischen/halbfertigen Elementen.\n- Akzeptanzkriterien des Nutzers:\n - Beim Öffnen links nur eine sinnvolle Navigation.\n - Keine Fake-Buttons.\n - Keine leeren Seiten im User Mode.\n - Positionen auswählbar.\n - Aktionen aus ausgewählten Positionen ausführbar.\n - Dashboard führt beim Rendern keine Live-API aus.\n - Runtime-Daten außerhalb Git.\n - Keine echten Daten ins Repo.\n - Tests grün.\n - Git-Safety sauber.\n - Push erfolgreich.\n- Secrets/Credentials waren laut Systemhinweis im Gespräch vorhanden, dürfen aber nicht übernommen werden; alle solchen Werte sind als `[REDACTED]` zu behandeln." }, { "role": "user", "content": "[M G] Sehr gut. Crypto ist jetzt erfolgreich vervollständigt. Für Aktien/ETFs möchte ich noch keinen definitiven Import aus den PostFinance-/True-Wealth-DOCX-Dateien freigeben.\n\nDer Dry Run zeigt:\n\n* 42 Positionen erkannt\n* nur 7 mit ISIN\n* 35 ohne ISIN\n* 39 blockierte Positionen\n* keine Cost Basis erkannt\n* keine vollständige Transaktionshistorie\n\nDas ist zu unsicher für einen direkten produktiven Import.\n\nBitte starte deshalb jetzt keinen finalen Aktien-/ETF-Import, sondern baue zuerst einen kontrollierten Instrument-Resolver und Mapping-Review-Workflow.\n\nZiel:\nAus PostFinance und True Wealth sollen Aktien-/ETF-Positionen zunächst als Review-Kandidaten extrahiert werden. Erst nach manueller Bestätigung werden sie als Initial Snapshot importiert.\n\nWichtige Regeln:\n\n* Keine echten Broker-Dateien ins Git-Repo.\n* Keine echten Mengen/Werte im Chat.\n* Keine produktive Buchung ohne Bestätigung.\n* Keine erfundene ISIN.\n* Keine erfundene Transaktionshistorie.\n* Wenn keine Kaufhistorie vorhanden ist: Initial Snapshot.\n* Cost Basis fehlt → cost_basis_uncertain.\n* Marktwert aus Broker-DOCX nicht als aktuelle Bewertung übernehmen.\n* Aktuelle Bewertung später über Market-Data-Provider.\n* Jede finale Buchung braucht Audit-Log.\n* Runtime-Daten bleiben außerhalb Git.\n\n## 1. Lokales Qwen nur als Extraktionshilfe verwenden\n\nDu darfst das lokal laufende Qwen-Modell über llama.cpp für die Auswertung der PostFinance-/True-Wealth-DOCX-Dateien verwenden, aber nur als assistiven Parser.\n\nErlaubt:\n\n* Tabellen/Textblöcke aus DOCX analysieren\n* mögliche Positionen extrahieren\n* Name, Ticker, Währung, Menge, Plattform/Konto erkennen\n* mögliche ISINs erkennen, falls im Text vorhanden\n* unklare Zeilen markieren\n* Mapping-Vorschläge formulieren\n\nNicht erlaubt:\n\n* finale Instrument-ID entscheiden\n* ISIN raten\n* Position produktiv importieren\n* Ledger direkt schreiben\n* Kurse oder Performance final berechnen\n\nAlle Qwen-Ergebnisse müssen in eine Review Queue / Staging-Tabelle und deterministisch validiert werden.\n\n## 2. Review-/Staging-Modell für Aktien/ETFs bauen\n\nBitte erstelle oder nutze eine Staging-Struktur für Import-Kandidaten, z.B.:\n\ninstrument_import_candidates\n\nFelder:\n\n* candidate_id\n* source_file\n* platform\n* account\n* source_row_number\n* raw_name\n* raw_ticker\n* raw_isin\n* raw_currency\n* raw_quantity\n* raw_asset_class\n* extracted_by: deterministic_parser / qwen_local / manual\n* extraction_confidence\n* proposed_name\n* proposed_ticker\n* proposed_isin\n* proposed_exchange\n* proposed_currency\n* proposed_asset_class\n* provider\n* provider_symbol\n* mapping_status:\n\n * exact_isin_match\n * probable\n * needs_manual_review\n * rejected\n * confirmed\n* review_note\n* created_at\n* updated_at\n\nKeine echten Werte ins Repo.\n\n## 3. Instrument-Resolver bauen\n\nBitte baue einen Instrument Resolver für Aktien/ETFs.\n\nPriorität der Identifikation:\n\n1. ISIN, falls vorhanden\n2. ISIN + Name\n3. Ticker + Exchange + Currency\n4. Name-Suche mit Kandidatenliste\n5. manuelle Bestätigung\n\nSymbol/Ticker allein darf nie automatisch eindeutig sein.\n\nDer Resolver soll später APIs verwenden können, z.B.:\n\n* OpenFIGI für Identifier-/FIGI-Mapping\n* Finnhub/FMP/TwelveData/Stooq/Yahoo-Fallback für Provider-Symbole und Preise\n* manuelles Mapping, falls API nicht eindeutig ist\n\nFür MVP:\n\n* Resolver kann zunächst Kandidaten erzeugen und Review verlangen\n* nur eindeutig bestätigte Mappings dürfen produktiv importiert werden\n\n## 4. Dashboard: Instrument Search / Add Position UI\n\nBitte baue eine UI, mit der ich Aktien/ETFs später manuell hinzufügen kann.\n\nWorkflow:\n\n### Suche\n\nEingabe:\n\n* ISIN oder Name oder Ticker\n\nOptionale Filter:\n\n* Assetklasse: Aktie / ETF\n* Börsenplatz\n* Währung\n* Land\n* Anbieter/Provider\n\nErgebnisliste:\n\n* Name\n* ISIN\n* Ticker\n* Exchange\n* Währung\n* Assetklasse\n* Provider-Symbol\n* Mapping-Status\n* Datenquelle\n\nAktion:\n\n* Auswählen\n* Details anzeigen\n* Manuell anlegen, falls kein Treffer\n\n### Position hinzufügen\n\nNach Auswahl:\n\n* Depot/Konto auswählen: PostFinance / True Wealth / Raiffeisen\n* Menge eingeben\n* Snapshot-Datum\n* Währung\n* Einstand / Cost Basis optional\n*\nWenn Cost Basis fehlt: cost_basis_uncertain\n* Notiz\n* Review\n* Bestätigen\n\nSpeicherung:\n\n* Instrument anlegen/aktualisieren\n* initial_position_snapshot erzeugen\n* Audit-Log schreiben\n* keine stille Überschreibung\n\n## 5. Mapping Review Queue\n\nBitte baue eine Review-Ansicht für importierte Kandidaten aus PostFinance/True Wealth.\n\nAnzeige:\n\n* Quelle: PostFinance / True Wealth\n* erkannter Name\n* erkannter Ticker\n* erkannte ISIN, falls vorhanden\n* Währung\n* Assetklasse\n* vorgeschlagene Kandidaten\n* Status\n\nAktionen:\n\n* Kandidat bestätigen\n* Kandidat ablehnen\n* Instrument manuell suchen\n* ISIN manuell ergänzen\n* Ticker/Börse/Währung manuell korrigieren\n* als später prüfen markieren\n\nErst confirmed Kandidaten dürfen importiert werden.\n\n## 6. Erneuter Dry Run für PostFinance/True Wealth\n\nBitte nach Bau des Review-Workflows die beiden DOCX-Dateien erneut strukturell analysieren.\n\nZiel:\n\n* Kandidaten in Review Queue erzeugen\n* nichts produktiv importieren\n* keine echten Werte im Chat\n\nBericht aggregiert:\n\n* Anzahl Kandidaten\n* Anzahl mit ISIN\n* Anzahl ohne ISIN\n* Anzahl mit Ticker\n* Anzahl mit Währung\n* Anzahl exact/probable/needs_review\n* Anzahl bestätigungsfähig\n* Anzahl blockiert\n* ob Qwen geholfen hat\n* ob Parser und Qwen übereinstimmen\n\n## 7. Definitiver Import erst später\n\nNach dem Review will ich entscheiden:\n\nOption A:\nNur bestätigte Kandidaten importieren.\n\nOption B:\nIch ergänze fehlende ISINs im Dashboard.\n\nOption C:\nIch liefere bessere Broker-Exports, z.B. CSV/XLSX mit ISIN, Menge, Währung, Marktwert.\n\nBitte empfehle nach dem erneuten Dry Run, welche Option am saubersten ist.\n\n## 8. Tests\n\nBitte Tests ergänzen für:\n\n* Qwen-Extraktion erzeugt nur Kandidaten, keine Buchungen\n* deterministischer Parser erzeugt Kandidaten\n* Kandidat ohne ISIN bleibt needs_manual_review\n* Kandidat mit ISIN kann exact_isin_match werden\n* Ticker allein importiert nicht automatisch\n* manuelle Bestätigung setzt confirmed\n* bestätigter Kandidat kann Initial Snapshot erzeugen\n* unbestätigter Kandidat kann nicht produktiv importiert werden\n* Cost Basis fehlt → cost_basis_uncertain\n* Audit-Log bei finalem Import\n* keine echten Daten im Repo\n* Git-Safety bleibt sauber\n\nBitte nach Abschluss:\n\n* Compile\n* pytest\n* Git-Safety\n* Commit\n* Push\n\nBericht:\n\n* Qwen verwendet: ja/nein\n* Review Queue gebaut: ja/nein\n* Instrument Resolver gebaut: ja/nein\n* UI-Suche gebaut: ja/nein\n* Kandidaten aus PostFinance/True Wealth erzeugt: ja/nein\n* aggregierte Dry-Run-Resultate\n* Tests\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Entscheidungen\n\nWichtig:\nKein produktiver Aktien-/ETF-Import ohne meine spätere Freigabe." }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_FC15zIIMDudOi8BRIhQlDM7a", "call_id": "call_FC15zIIMDudOi8BRIhQlDM7a", "response_item_id": "fc_0791577ebb536a40016a077647c43c819186be42b0e6ce0c62", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"finance-system-architecture\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Acting on finance tools**\n\nI need to act now. 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First, I'll inspect the schema and migrations to see what needs to be done. I’m thinking about using subagents for the code and tests, but it’s crucial to verify everything first. So, I plan to look closely at the relevant files to ensure I’m on the right track. It feels important to be thorough here!", "reasoning_content": "**Implementing sizeable improvements**\n\nI need to work on implementing sizeable changes. First, I'll inspect the schema and migrations to see what needs to be done. I’m thinking about using subagents for the code and tests, but it’s crucial to verify everything first. So, I plan to look closely at the relevant files to ensure I’m on the right track. 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"id": "rs_07826edffb5dfbef016a0777ebf1a48191b9d0ab6eaa345a79", "summary": [] } ] }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py (2,103 chars result)", "tool_call_id": "call_r50BH08SXYYlqiiJDZnj0zc9" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_3DFwbzPj7fG6OajaHPlAGc2W", "call_id": "call_3DFwbzPj7fG6OajaHPlAGc2W", "response_item_id": "fc_0da0dc1b296f35fd016a0777f4aff88191bad2546a7d364606", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \"def get_instrument_import_candidates(conn: Connection, status: str | None = None) -> list[dict[str, str]]:\\n sql = \\\"\\\"\\\"\\n SELECT candidate_id, source_file, platform, account, source_row_number,...[truncated]\", \"old_string\": \"def get_instrument_mapping_candidates(conn: Connection, instrument_id: str | None = None) -> list[dict[str, str]]:\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py (2,707 chars result)", "tool_call_id": "call_3DFwbzPj7fG6OajaHPlAGc2W" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_lcrM2S8SxOXbIrCinAWgcwVM", "call_id": "call_lcrM2S8SxOXbIrCinAWgcwVM", "response_item_id": "fc_03e68d4bcd5ce8f8016a077807ff3881919677624b05d7b7d2", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \"from jarvis_finance.equity.manage import add_equity_initial_snapshot, add_equity_transaction, add_manual_position_from_catalog, create_manual_catalog_entry, get_equity_management_options\\nfrom jarvis_f...[truncated]\", \"old_string\": \"from jarvis_finance.equity.manage import add_equity_initial_snapshot, add_equity_transaction, add_manual_position_from_catalog, create_manual_catalog_entry, get_equity_management_options\\nfrom jarvis_f...[truncated]\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Reviewing UI imports**\n\nI need to take a look at the UI imports for the patch. It sounds like I should also review the tab labels related to the queue. Okay, so I'll make sure everything is properly set up and organized. I wonder if there are any issues that might come up during this review. I just want to ensure that everything is functioning smoothly! Time to dive into the details and see what needs fixing.", "reasoning_content": "**Reviewing UI imports**\n\nI need to take a look at the UI imports for the patch. It sounds like I should also review the tab labels related to the queue. Okay, so I'll make sure everything is properly set up and organized. I wonder if there are any issues that might come up during this review. I just want to ensure that everything is functioning smoothly! Time to dive into the details and see what needs fixing.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3gHxz35WTKqMod3Fg5ONvSq8sx5CzkpDqnZM1brMPJf5oeMTTQtaScztKjhXdfznWQ51H9t6HbKJbY3Vzlir15Y_5Zxf7TNYZxj1sZioGd5XWdJpzTm7_wxTV8CfvAXz0XrP6htZ53HLpcWIOoNUS4lyRPnVa_L8AUGgLq3rQBmHGam4bl58j9razU61j67wiv2BlW69OSpfsWHrZuTngVO094OBYFzkcJo9uw7wH5hUciYbILrN-l0_IC2d6icLanpva_nJ5geLwEJGGTCognTHsndwWex86hDf64f7NterAdufgpjh8a2CfHgnHIBBAg91XmChv8GGHhPjqmzgA38aG5I3Flo-yhCRlJ6eXLh1f3gqGN4HJq3lNc8gAXOlnJCoQuNZxxVyaQlZ9VnCoKtlvGcARuD3cEyRXLBNiD50Y6hh_xtDcD-3-_c6NufNHk8VLw9SJ8qFK1NlEEGul9IeWI95ayDD4eRhuSwMpoqUmImkAljpisDKLRjHMzL4DbpRbGc8ufLEsxrq2VfUj-eBf1lYxHRAUo5kMkiUPCAKabhm5lMleapfZqDda1_1hwTMXMQb9pL-N13UY2pOwyjqAETbAc8yEX2HeBYSFTaE0eggoxFtO5_e_DVrfTKa0rPk5-g3N_i_8jIipnviAlT1TYJuf3Pn92hHTkaRZxZ4lSa3YSTSeam4zOSPaJzauD3J0mvQbzUZdXtOZJGrkgow4nP-JEF5OFJWADWrIVaN50-UChgeiFFeYglnap9-gpMSgFYyu0VBTXzAB3NyVlR2pDV6Y9qjqjEVbsImqCK8vrywmdZw3nR7xYRbg7cIRDEiKiZ47v0tv1PXS1Dz3uHCxMnkxkEHFuRHnABbdbTvgm24g638XSwFyFCrGNZFEnhac6fQLg7sbkLCUPMfgSY5VbSLOuMDCSMGypLv129QQg-DtITvhrLYXkIDn48fdjtvehyn_Z-uibj-jdb0pOocQ==", "id": "rs_03e68d4bcd5ce8f8016a077805fb548191b8f5b67fee45260d", "summary": [ { "type": "summary_text", "text": "**Reviewing UI imports**\n\nI need to take a look at the UI imports for the patch. It sounds like I should also review the tab labels related to the queue. Okay, so I'll make sure everything is properly set up and organized. I wonder if there are any issues that might come up during this review. I just want to ensure that everything is functioning smoothly! Time to dive into the details and see what needs fixing." } ] } ] }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (1,226 chars result)", "tool_call_id": "call_lcrM2S8SxOXbIrCinAWgcwVM" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_BYHrtyz9mvOBc2oonuBepSqz", "call_id": "call_BYHrtyz9mvOBc2oonuBepSqz", "response_item_id": "fc_0b1602dae7e165eb016a07780e0c14819183ed4179bd368147", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \" tabs = st.tabs([\\\"Instrument Search / Add Position\\\", \\\"Mapping Review Queue\\\", \\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Partial Sell\\\", \\\"Full Sell\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\", \"old_string\": \" tabs = st.tabs([\\\"Instrument Search / Add Position\\\", \\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Partial Sell\\\", \\\"Full Sell\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (1,149 chars result)", "tool_call_id": "call_BYHrtyz9mvOBc2oonuBepSqz" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_XjoykTuLxTGPv2AecXwShrXt", "call_id": "call_XjoykTuLxTGPv2AecXwShrXt", "response_item_id": "fc_02e332073e172b4b016a0778170ed48191bf3f51e4931883f6", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \" with tabs[1]:\\n st.subheader(\\\"Mapping Review Queue: PostFinance / True Wealth\\\")\\n st.caption(\\\"Staging-Kandidaten aus Broker-DOCX. Mengen sind nur als '' sichtbar; keine produk...[truncated]\", \"old_string\": \" with tabs[1]:\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Adjusting tab indices**\n\nI see that I need to insert something new before the old tabs, specifically targeting the ones at index 1. After that, I have to adjust the indices accordingly, which means I'll also need to make sure that the transaction and review tab indices are updated. It sounds straightforward, but I want to be careful so I don’t mess up the order! I'll keep all these details in mind as I implement the changes.", "reasoning_content": "**Adjusting tab indices**\n\nI see that I need to insert something new before the old tabs, specifically targeting the ones at index 1. After that, I have to adjust the indices accordingly, which means I'll also need to make sure that the transaction and review tab indices are updated. It sounds straightforward, but I want to be careful so I don’t mess up the order! I'll keep all these details in mind as I implement the changes.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3gX7jsK5ABMPo6vBMg5FaCnf05s8Y5Dv_Ar5-DYjsCdlN0D3hULhxQwLicy0mD0-jsG9gw3HXW0idU9MxSCJuJ1NWJ1Zw1h9yWj0GkoQc2uNMAQuwD_jcv-qvg0i5iTxnpErgQwVqRl7nmGCM6oH4qU8qd7VFuuq4IOU7VttzNgaL0GUw4AD51GlQV4pxG_HLWiNiYSl-CJZMmd0CQjy9XJcT0ePiYQQfDZwBO0iTNbjYcYPASLH7rR7bH7K4vXU2X9TSAPbQsdTwRUpqFwrea7_3iuzTRTpjKITBI329r1aPr90PSXPG2yO800-gY_yxBVDYezYW4IjXSWGcLA8Uuha3Gk72NVLisguoEMyP6B4NlOA4odcWx3AES0AvX2PjGwFLCMRd1ZjK1alUt5ks_v92AZX91Sg6iAFPtzJvNOJGcqBJy-vUDOPVfaFOLVT2pYA1D2MBnNLoD6hRz7Ou5poPv5gV2fKWe-q4TfptOA0C_XBLCpzmF_f905N3B1vNiVmuK06pAy7PN_-zitnZCNECd1atuUDrbPsnH6DJRxpwzH9vXd7ZMDBF6wjJagmxgvQNn84keZbywH0aArOpXmksEOr5RMI8uxUk9TiKD2EmWvPpZcrkSWtfEKQIcIZl86nyCYFWUmjO2B5bvRlGX5QnuDlHxgsPE8Vvsi8WjLHelUcl1dJ6zku3PqBEhMLGBK-Mz7Xp8IQLFzyv9oQ-4ALf3Gc8_yKKAvSaP8Z9k8hflcPaL_BzkY7yTthZ7PxsUc-ho20o5KFz30DaOqj0z0aKXzTamkTKhsf23tAoTIWgfXeWvTcJYLSQ5z5SyrCtZAEbkWYboxgQ1uNcn_xBqagAUKSeXjVO1De76qW5Yp1ObWFybh6RScRbdTJwiOkoEeP_vGtruUdiHkNdBcH4vps0rhCs1LT7rdcQWlaWJrlivu4DlaPWSQrVkslnewhzunOoyOWF4Kbhej9kqnaZ5vMGCQPNaNXldqza0P3t0OkKbg1NDFp9qKt1oUyXrlkIxvQqL6AjK_892jGajK6pbwGVkA1OexGVKePaQYmAun-AI=", "id": "rs_02e332073e172b4b016a077814b00881919ad3dab4b8bc2cdb", "summary": [ { "type": "summary_text", "text": "**Adjusting tab indices**\n\nI see that I need to insert something new before the old tabs, specifically targeting the ones at index 1. After that, I have to adjust the indices accordingly, which means I'll also need to make sure that the transaction and review tab indices are updated. It sounds straightforward, but I want to be careful so I don’t mess up the order! I'll keep all these details in mind as I implement the changes." } ] } ] }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (4,367 chars result)", "tool_call_id": "call_XjoykTuLxTGPv2AecXwShrXt" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_v1N9d0pC1JXT1lQXw7hfSlBn", "call_id": "call_v1N9d0pC1JXT1lQXw7hfSlBn", "response_item_id": "fc_045623c505f2037c016a07782c7ba08191ac3d12b2b1f90a9f", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \" transaction_form(tabs[3], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n transaction_form(tabs[4], \\\"Teilverkauf erfassen\\\", \\\"partial_sell\\\")\\n transaction_form(tabs[5], \\\"Vollverkauf erfassen\\\", \\\"full_sell\\\")\\n trans...[truncated]\", \"old_string\": \" transaction_form(tabs[2], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n transaction_form(tabs[3], \\\"Teilverkauf erfassen\\\", \\\"partial_sell\\\")\\n transaction_form(tabs[4], \\\"Vollverkauf erfassen\\\", \\\"full_sell\\\")\\n trans...[truncated]\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Fixing nested structure**\n\nI think I’ve encountered a nested duplication issue. It looks like the new patch was inserted inside the old one with tabs [1] and [2]. I still need to manage the indices to keep the transaction calls as old, from 2 to 8. I’ve got to adjust the tab shift to 3 to 9, which means that my review of old tabs should now consider that tabs [9] should actually be [10]. Plus, the initial snapshot for tabs [2] indicates that transaction_form should start with tabs [3].", "reasoning_content": "**Fixing nested structure**\n\nI think I’ve encountered a nested duplication issue. It looks like the new patch was inserted inside the old one with tabs [1] and [2]. I still need to manage the indices to keep the transaction calls as old, from 2 to 8. I’ve got to adjust the tab shift to 3 to 9, which means that my review of old tabs should now consider that tabs [9] should actually be [10]. Plus, the initial snapshot for tabs [2] indicates that transaction_form should start with tabs [3].", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3gsHNnIypYqbDefgdm8uJpJrp-hulMRQfyN5OStaHzRbdQ94vqN4KhIBqLFtMNTsb9D3__qufNHms_tRU9eCXA06XM0E6OlA5lz_LcZVwc6Sa3US8D_bQoOOW4IrRwkXcH8lhO5JOIcuHdYXOGK0Q_Pij7ghvP9O5NveOOMpEtt0MB-oEyj_oSZwGyb2vXgux7JT1B1c1TQstxMum-JXGDdPR-_t6RIqkcM0EsZssKEbi5EM0T4Jc-o0--rR5oSdpCO0xZKbw3InXenpzH1n8FXidyp7MzKaqSt0H8JCrboBi8Iueiy9JPHVHTtShufviOryfCoJf5dkEZQMnHmpngzAF4tpgJBPsZsWR66J_-UakGKW2o1e_X0Fbv189zGzBM9WJkLcDFi8wj9BJpHN3sxbmmKqEo7MIwPapHLZkRnA1XOap-KUZLNpg5vDtwheFjBk5fGsks8yZQFzmfzvyWTX1pXu3KMVitWIYxg2vLXimvwsoeMJ4Up5a36Q_DdDtn-HwQ1ZO7H0-DxSTNuUGXVsq5XhYKkmZac3l8xBmbUHpEDBkbwDsNBcDCNX0B4-048tOrjBi62JZIe8PZ9SaSNCP9GIwF32n8gOHHC3xhDkJFLo6PFU3rdBz6X4dCv2bhSKUGO5SvnsNl7woQJH9q6kBV36soFb_vIWgd32V5G-IR6Tzzijx-WqdQaMBcpVMqF_vGHr646FeWNvPbE6TpEIbtv6yNYlmKRhzA8iFnCZwBV4XJEhpugaGrBFvPXnOBZfUO4W7HP5fQQCttBwgx746n8ep3k9N_OPn7ib6260RADEpXUdfFh_kRBeZcXI5bXrrU3qdG2klmWWfztgtCZDJwz1L1lfeNd5Aw2ZF4vtgrYV9zY3geQzJbVIppc8aNMtDHvj_Jn2QP4-Hwc2lWbOCTz_NZlTLKoJw-LdHC6O_nUcdpxTbz1J7Ne5DUg5U-kcuzuiGi3v7mXLier_3Zc3jwUT8SdV6ozASKyovO4yb9mMVfsqUoI_-9iok4eBIE1DxzUS53sErqtUFwxSG9cHUwgQckRIrE0GUkgdPUqoylZsjfoqWuoWjh4jxAcGwjcXAk1u94dAuf56P8YqyrvO001C5sRcAAM1Bu21vQz9sRZIMb4e-VxcT7fl3O7IsUuumZ2_-deQFF0lxXhRd6ePv5_1BL0XbNY3CTOlgBfKFoGvYeh-FJ1y67iqxC1srvml-yav6amHwRyzgtINaq8zT4aCUli4CL4Ch2eILvxjw7Wk39LNpQj_X6bPVhkCYVCGCa-8lof1iRYq3ceaTC7Lg==", "id": "rs_045623c505f2037c016a0778290ce48191b3825319eaa552f7", "summary": [ { "type": "summary_text", "text": "**Fixing nested structure**\n\nI think I’ve encountered a nested duplication issue. It looks like the new patch was inserted inside the old one with tabs [1] and [2]. I still need to manage the indices to keep the transaction calls as old, from 2 to 8. I’ve got to adjust the tab shift to 3 to 9, which means that my review of old tabs should now consider that tabs [9] should actually be [10]. Plus, the initial snapshot for tabs [2] indicates that transaction_form should start with tabs [3]." } ] } ] }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py (1,751 chars result)", "tool_call_id": "call_v1N9d0pC1JXT1lQXw7hfSlBn" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_lIkwDXiurnC59ADL4eOqTZ3F", "call_id": "call_lIkwDXiurnC59ADL4eOqTZ3F", "response_item_id": "fc_068ed6fbcf094967016a07783578b48191b4c508dc0db33941", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.fx.providers import MockFxProvider\\nfrom jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates\\nfrom jarvis_finance.imports.instrument_candidates import stage_docx_candidates\",\"old_string\":\"from jarvis_finance.fx.providers import MockFxProvider\\nfrom jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"rs_068ed6fbcf094967016a077834f39481919f93af0b06ae220a", "summary": [] } ] }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py (1,266 chars result)", "tool_call_id": "call_lIkwDXiurnC59ADL4eOqTZ3F" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_WHaUkbRAmB1Q4UhmK4VdGFGp", "call_id": "call_WHaUkbRAmB1Q4UhmK4VdGFGp", "response_item_id": "fc_07ec612375305e71016a07783cc448819198021120cd9ea9ca", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \" q = sub.add_parser(\\\"stage-instrument-candidates\\\")\\n q.add_argument(\\\"files\\\", nargs=\\\"+\\\", help=\\\"Broker DOCX files outside git repo\\\")\\n q.add_argument(\\\"--qwen\\\", action=\\\"store_true\\\")\\n q.add_argu...[truncated]\", \"old_string\": \" sub.add_parser(\\\"backup-runtime-db\\\")\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py (1,064 chars result)", "tool_call_id": "call_WHaUkbRAmB1Q4UhmK4VdGFGp" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_g5qEk1bkmNPWRkG71hncPkTQ", "call_id": "call_g5qEk1bkmNPWRkG71hncPkTQ", "response_item_id": "fc_0768a34b646aff40016a0778434bf0819193d36c1eb82242cd", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\": \"replace\", \"new_string\": \" if args.command == \\\"stage-instrument-candidates\\\":\\n settings = load_settings()\\n ensure_runtime_dirs(settings)\\n repo_root = Path.cwd().resolve()\\n files = [Path(f).expandu...[truncated]\", \"old_string\": \" if args.command == \\\"check-data-quality\\\":\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py (2,967 chars result)", "tool_call_id": "call_g5qEk1bkmNPWRkG71hncPkTQ" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_j8j8JHK1nKs6Pa5SpIH8tjRf", "call_id": "call_j8j8JHK1nKs6Pa5SpIH8tjRf", "response_item_id": "fc_0da59d8cd4ab95c2016a0778505e6c81918f6e90e3e1c9f45a", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from pathlib import Path\\nfrom sqlite3 import Connection\\nfrom typing import Sequence\",\"old_string\":\"from pathlib import Path\\nfrom sqlite3 import Connection\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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Let’s proceed and see how it goes!" } ] } ] }, { "role": "tool", "content": "[terminal] ran `python -m compileall src tests && pytest -q tests/unit/test_instrument_import...` -> exit 0, 1 lines output", "tool_call_id": "call_xtmEQ8LfPQYpwyACOLWV92vu" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_x1swDjXi9xFqCqcVJ6QE5eRr", "call_id": "call_x1swDjXi9xFqCqcVJ6QE5eRr", "response_item_id": "fc_0742abd33170b345016a077892158481918857ed1450e0333c", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python -m jarvis_finance.cli.main stage-instrument-candidates \\\\\\n /home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_True_Wealth.docx \\\\\\n /home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_Postfinance.docx \\\\\\n --qwen --dry-run\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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--dry-run\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_066574af3254ae17016a077895013881918c893f942f0dcb8c", "summary": [] } ] }, { "role": "tool", "content": "[terminal] ran `PYTHONPATH=src python -m jarvis_finance.cli.main stage-instrument-candidates ...` -> exit 0, 1 lines output", "tool_call_id": "call_3WlI1oESprfuazuIk7k9dVkv" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_R5YCZGJrEFBfevj80HaogMbY", "call_id": "call_R5YCZGJrEFBfevj80HaogMbY", "response_item_id": "fc_0746ab4afbee5915016a07789e5a808191a4afb114ee0f4ac1", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\": \"from pathlib import Path\\nfrom jarvis_finance.imports.instrument_candidates import extract_docx_text, ISIN_RE, CURRENCY_RE, DECIMAL_RE\\nfiles=[Path('/home/agent/jarvis_runtime/finance-system/imports/bro...[truncated]\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Improving summary process**\n\nI’m noticing a bug with the dry summary where it’s too strict with only one candidate found, while there were previously 42. I need to inspect the extracted lines that don't have values. Maybe I could count programmatically, avoiding raw outputs and focusing on sanitized data. I should also consider improving the parser by inspecting the structure of docx lines, like separating table lines. Using some form of execution to categorize lines could help too.", "reasoning_content": "**Improving summary process**\n\nI’m noticing a bug with the dry summary where it’s too strict with only one candidate found, while there were previously 42. I need to inspect the extracted lines that don't have values. Maybe I could count programmatically, avoiding raw outputs and focusing on sanitized data. I should also consider improving the parser by inspecting the structure of docx lines, like separating table lines. Using some form of execution to categorize lines could help too.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3ieSbsTazkaMnJDYkOn483xJ3DUytSQOiAyTsaXBHhtf8UXJpmP0zrykuIaW6TMrdxTZ4RWslrm3ioS51WuZ6YfKysOKQ7-hkImBfy6ygHdMC6HeBAYmIhGTtzF3DgCJwNLrbX-SbAMrK1OIpn9DvikkXy3IoJ-uhHBBDxnrSRP3NImHf8zJuJVRD8jW_bVtGc2YW_-LgcsRgmGvvDymAX7ZPTO93hJONcH26bc23SeS2kMS_6ZJ2mW_jB5rTNaq9MMAOgPt6KaQPB9aBpTsS53N04guGju4lsDHEoby1IAK1ESmoSbArKyF8mXigdNzIIuEwV_lxzj29G7vECqO2t0s4-qQOGY5P4VToQ10mdVEbqCW020BgRjfAYcbja9YUux7K2HTzjCRwfYNyiE5dKIfMTBojpUtTggRjGSmwLk0AkZ0epZxDfXxRbKP5K6HZk5Y2Cuacq9uLGfauntS7Qx4Qj9bDm4TdlOooz1e8ytfzI7GLyBcbcG5yYD_2RqoGqHIWwSHICNOJZVa85p9jc72-PKLrdvS_J5R9kNqeEf-za5ES2bo2Td-JbycfsVqWsZYw2xS5na14vm8qUtzpN3ISgAao2W5MnL3ewHNrFrbo-sgGGp7G9HPtxd7goTqUOPlbHmg4eXrbx9EouBgCVYuoxPS9UDanO1lSXsfEZ-_rxiwLmxRze-gP3mqZDGVQn9W6IKkUci2mHygp2MGEJehXCG72DJYblIwugBBYmGKSCSO_ZgY1Ot_9jayBhT4hOpQglzUWik4tGrjP31k1NvH7Zq3JxnUJS4TWuUXF1yOdFFRaw-p580Syll4JSx3B05Qw3Jn_2-J7SW9QmOtTiQ4gsnVw655zr7kK5n-jsw1wMPN-CHcz2HrmTFD9qVKh5f4TkoiKsmrTdFDWHD594LNa9vWh9Sz07yrFWyP6ONUkS-wyaQz17Pbyw4C-KAK9TMmOWxCp85pTvsIOuwR0sgBZjMMMemkku-fVLRQwMweH6RSgy1HWkt6rPcn-5mTj5zNYxGOsBkhHmhx26PoSniT6cCwBsCoVuZRKQtRV3VO3iormf1Ynu2KNMOb0NXRRMahoFhwHtUfzyED3Z4P8_gkoMYxKcN4_DYhk8ew2PSiudluWomCO3FDEsH2UMYo3udRsz96_FMavvsLkq-XAwd__ENcdRMT3RAcFSUGqokSr_FO0Z-zMW2GJ9azLuKlB54xLZb8N84kn3l6bGCzC5IEc1BCNX7aThPTszrsyRtVBWIRq4_nbi0HyC0JZM0vznyv-UHAPYubcCoo0B2-GOta-bvQ-XM4cGYrrvCENtEHdZgaASy-D7LBfHRMqCialIUO_oF8MwD2OOyatzsJkBG2rD1H52G1ybLyDOCzfB2T0xAzbQ6KHMx6hyeNKWzzKBbGj0mDzJOPc4HqgBJbJZtC7M9EJqx1uAIE7QrO6uoUti_3u4KkU4vUa_FHGoOv5v-6WFxU8IypVjtiab_toGT4X2EzKuP7Ur3vHnmThwssoY=", "id": "rs_0746ab4afbee5915016a07789a772c8191a8f17eef9068e0b3", "summary": [ { "type": "summary_text", "text": "**Improving summary process**\n\nI’m noticing a bug with the dry summary where it’s too strict with only one candidate found, while there were previously 42. I need to inspect the extracted lines that don't have values. Maybe I could count programmatically, avoiding raw outputs and focusing on sanitized data. I should also consider improving the parser by inspecting the structure of docx lines, like separating table lines. Using some form of execution to categorize lines could help too." } ] } ] }, { "role": "tool", "content": "[execute_code] `from pathlib import Path from jarvis_finance.imports.instrum...` (1 lines output)", "tool_call_id": "call_R5YCZGJrEFBfevj80HaogMbY" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_HFyRGY2vXf1UXwquSUEIs8w9", "call_id": "call_HFyRGY2vXf1UXwquSUEIs8w9", "response_item_id": "fc_0af2d3f29d5349d7016a0778a872fc8191ba00ab910e9b3b0b", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\": \"import sys\\nsys.path.insert(0,'/home/agent/.hermes/repos/FinanceManager/src')\\nfrom pathlib import Path\\nfrom jarvis_finance.imports.instrument_candidates import extract_docx_text, ISIN_RE, CURRENCY_RE, ...[truncated]\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[execute_code] `import sys sys.path.insert(0,'/home/agent/.hermes/repos/Fina...` (1 lines output)", "tool_call_id": "call_HFyRGY2vXf1UXwquSUEIs8w9" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_5uFjtO4KBFkDMa7xPsDovK1j", "call_id": "call_5uFjtO4KBFkDMa7xPsDovK1j", "response_item_id": "fc_0279d77a3d176cb5016a0778b68f8c8191a6883c21e3e7d3b3", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\":\"import sys,re\\nsys.path.insert(0,'/home/agent/.hermes/repos/FinanceManager/src')\\nfrom pathlib import Path\\nfrom jarvis_finance.imports.instrument_candidates import extract_docx_text, ISIN_RE, DECIMAL_RE\\nf=Path('/home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_Postfinance.docx')\\nlines=extract_docx_text(f)\\nfor i in range(100,230):\\n l=lines[i-1]\\n red=ISIN_RE.sub('', l); red=DECIMAL_RE.sub('', red)\\n print(i, red[:120])\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3i2toR7I159Um3XJMV-AusDX5QE_7qbp-beUMT8yruRYbxfosmoYWTqrQvJ97rTAR-qKvE6vEw8modyWAYexjgJMuzTCuXyyY5nC3jaGgf1SKT9gfFZMc-BWoJWHw31QC0pWN0Z4BYh2D19b8nyXR1OLlp8hwJThw9wMuGJUGjgpGXi2Z41oZCBqnKtwm5lt9f59048wUN4mkb9GF5jvWXyMuHsTIbBNAzFL9IdXxrDzMTN82dB3LxDJtPX8N29ThHoidhCMdn3qoROWhB7_o8t1Pfvz3yFtwj6eBoKRmtiiRO7YcX2S0XkA_it-yF9_WyUvCY5Vzh9pYtPMPBaoNU-aaLW5Cx07r4u4FGuKCKFZu9e0FrIsSHTeIbvaImAvgr2pCO0m20aD7o3U6O__pe9s53d6qmAX_rY-wRiwGX3P7n8s8BMs3VLscTCm-7Aw5Ux7mO56RKYbmdEws-05Mvxlf2V5vW_CW7lh6VXbm6V2hBFCN6lxi1aerzzPnZw_Lr-8GYrNUo0oqw4pix_FNT2SvxhXcsGoLsVJ4hikG-XWveWzKfs2Do_K19jOs7yMGRcl7-5tmYME48RtAYWiH2jwXWjPQX-gL6zQVWJJj5e8Y9vmu3kD2hGgGhROKB4XBjUmhsXYdkWSrTpZMD89ySQ_JzxvnDx4yuCzASfkCTJ-Pn-nro-LC7TSuy2i3UoBz-ENv2SS3-ouJTxhd17dYNdcOHPbFWKfE1OIfD2p3SFQl4vJy4UCzcxPBz3NFShvjb3KWngtOPEmSzZv2xMNoLZVxzVCn-YEsgS_xvSZH71CSohOxL2l1JA6Ub8eRwqVmYkXN60aWXau-qU7n5Jb4Pr0AMYUQAP2gjC19zBBM7zjj_6WIfhQyi7WntBHug7Mh_-drvBvqIBw1qyyRKVl5aKjR3WnRi-JrzkOeaYWCeEDyQ4NyorSmLk9UZvlmxVHuVOftunac670Gw5Z-2paTVmrreHyqmsOESnUt-DxgclLaOUUSzlNqljg6H4Jj9uAB-F7M8f5tsFfsxkOor4WaRfeI40jmneTTd3PZ-YY9jz5dsEfI9o_kh-dVKKC0wIKm4F", "id": "rs_0279d77a3d176cb5016a0778b4a50081919724c2c7de491f9e", "summary": [] } ] }, { "role": "tool", "content": "{\"status\": \"success\", \"output\": \"100 Positionen %\\n101 Aktien\\n102 ADBE\\n103 \\n104 \\n105 \\n106 \\n107 %\\n108 USD\\n109 %\\n110 \\n111 \\n112 ANET\\n113 \\n114 \\n115 \\n116 %\\n117 USD\\n118 \\n119 %\\n120 \\n121 \\n122 APC\\n123 \\n124 \\n125 \\n126 \\n127 %\\n128 EUR\\n129 %\\n130 \\n131 \\n132 APP\\n133 \\n134 \\n135 \\n136 \\n137 %\\n138 USD\\n139 \\n140 %\\n141 \\n142 \\n143 AVGO\\n144 \\n145 \\n146 \\n147 %\\n148 USD\\n149 \\n150 %\\n151 \\n152 \\n153 Page / Positionen\\n154 Produkt\\n155 Anzahl\\n156 Einstandskurs\\n157 Totalwert\\n158 Diff. Vortag\\n159 Geldkurs Währung\\n160 G&V CHF\\n161 Totalwert CHF\\n162 Positionen %\\n163 BABA\\n164 \\n165 \\n166 \\n167 %\\n168 USD\\n169 %\\n170 \\n171 \\n172 CRWD\\n173 \\n174 \\n175 \\n176 \\n177 %\\n178 USD\\n179 %\\n180 \\n181 \\n182 GOOG\\n183 \\n184 \\n185 \\n186 %\\n187 USD\\n188 %\\n189 \\n190 \\n191 MCD\\n192 \\n193 \\n194 \\n195 \\n196 %\\n197 USD\\n198 %\\n199 \\n200 \\n201 MSFT\\n202 \\n203 \\n204 \\n205 \\n206 %\\n207 USD\\n208 %\\n209 \\n210 \\n211 MU\\n212 \\n213 \\n214 \\n215 \\n216 %\\n217 USD\\n218 %\\n219 \\n220 \\n221 NOW\\n222 \\n223 \\n224 \\n225 \\n226 %\\n227 USD\\n228 \\n229 %\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}", "tool_call_id": "call_5uFjtO4KBFkDMa7xPsDovK1j" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_l4nJ5qNH9KRJG6i5wI8UJjPM", "call_id": "call_l4nJ5qNH9KRJG6i5wI8UJjPM", "response_item_id": "fc_042a7e4bb6e4f768016a0778c3dc208191bd61f0315fa60184", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def deterministic_parse_docx(path: str | Path, *, platform: str, account: str = \\\"\\\") -> list[CandidateInput]:\\n lines = extract_docx_text(path)\\n out: list[CandidateInput] = []\\n seen: set[tuple[str, str, str]] = set()\\n\\n def add(inp: CandidateInput) -> None:\\n key = (inp.source_row_number, inp.raw_isin or inp.proposed_isin, inp.raw_ticker or inp.proposed_ticker)\\n if key not in seen:\\n seen.add(key)\\n out.append(inp)\\n\\n # True Wealth-style blocks: instrument name followed by explicit ISIN and currency/quantity nearby.\\n for idx, line in enumerate(lines, start=1):\\n raw = _norm_space(line)\\n isin_match = ISIN_RE.search(raw.upper())\\n if not isin_match:\\n continue\\n isin = isin_match.group(0)\\n prev_candidates = [l for l in lines[max(0, idx - 5):idx - 1] if not any(x in l.upper() for x in (\\\"POSITIONSWERT\\\", \\\"ISIN\\\", \\\"CHF \\\", \\\"USD \\\", \\\"EUR \\\"))]\\n name = _norm_space(prev_candidates[-1] if prev_candidates else raw.replace(isin, \\\"\\\"))[:240]\\n window = \\\" \\\".join(lines[idx:min(len(lines), idx + 7)])\\n curr_match = CURRENCY_RE.search(window.upper())\\n currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n ticker = _extract_ticker(name, isin, currency)\\n add(CandidateInput(\\n source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n raw_name=name, raw_ticker=ticker, raw_isin=isin, raw_currency=currency,\\n raw_quantity=_extract_quantity(window), raw_asset_class=_asset_class(name), extracted_by=\\\"deterministic_parser\\\",\\n extraction_confidence=\\\"high\\\", proposed_name=name, proposed_ticker=ticker,\\n proposed_isin=isin, proposed_currency=currency, proposed_asset_class=_asset_class(name),\\n mapping_status=\\\"exact_isin_match\\\", review_note=\\\"deterministic DOCX staging candidate with source ISIN; no productive booking\\\",\\n ))\\n\\n # Fallback single-line extraction for synthetic/simple exports.\\n for idx, line in enumerate(lines, start=1):\\n if not _looks_position_line(line):\\n continue\\n raw = _norm_space(line)\\n isin_match = ISIN_RE.search(raw.upper())\\n isin = isin_match.group(0) if isin_match else \\\"\\\"\\n curr_match = CURRENCY_RE.search(raw.upper())\\n currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n ticker = _extract_ticker(raw, isin, currency)\\n name = DECIMAL_RE.sub(\\\" \\\", raw)\\n if isin:\\n name = name.replace(isin, \\\" \\\")\\n if currency:\\n name = re.sub(rf\\\"\\\\b{re.escape(currency)}\\\\b\\\", \\\" \\\", name, flags=re.I)\\n name = _norm_space(name)[:240]\\n status = \\\"exact_isin_match\\\" if isin else \\\"needs_manual_review\\\"\\n confidence = \\\"high\\\" if isin else (\\\"medium\\\" if ticker and currency else \\\"low\\\")\\n add(CandidateInput(\\n source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n raw_name=name or raw[:240], raw_ticker=ticker, raw_isin=isin, raw_currency=currency,\\n raw_quantity=_extract_quantity(raw), raw_asset_class=_asset_class(raw), extracted_by=\\\"deterministic_parser\\\",\\n extraction_confidence=confidence, proposed_name=name or raw[:240], proposed_ticker=ticker,\\n proposed_isin=isin, proposed_currency=currency, proposed_asset_class=_asset_class(raw),\\n mapping_status=status, review_note=\\\"deterministic DOCX staging candidate; no productive booking\\\",\\n ))\\n\\n # PostFinance-style split table: ticker-only rows under Produkt; never auto-confirm ticker-only rows.\\n current_asset_class = \\\"equity\\\"\\n in_positions = False\\n headers = {\\\"PRODUKT\\\", \\\"ANZAHL\\\", \\\"EINSTANDSKURS\\\", \\\"TOTALWERT\\\", \\\"DIFF. VORTAG\\\", \\\"GELDKURS WÄHRUNG\\\", \\\"G&V CHF\\\", \\\"TOTALWERT CHF\\\", \\\"POSITIONEN %\\\"}\\n for idx, line in enumerate(lines, start=1):\\n up = _norm_space(line).upper()\\n if up in {\\\"AKTIEN\\\", \\\"ETFS\\\", \\\"ETF\\\"}:\\n current_asset_class = \\\"etf\\\" if \\\"ETF\\\" in up else \\\"equity\\\"\\n if up == \\\"PRODUKT\\\":\\n in_positions = True\\n continue\\n if not in_positions or up in headers or up.startswith(\\\"PAGE \\\"):\\n continue\\n if not re.fullmatch(r\\\"[A-Z][A-Z0-9.]{0,7}\\\", up):\\n continue\\n window = \\\" \\\".join(lines[idx:min(len(lines), idx + 9)])\\n curr_match = CURRENCY_RE.search(window.upper())\\n currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n qty = _extract_quantity(\\\" \\\".join(lines[idx:idx + 3]))\\n if not qty:\\n continue\\n add(CandidateInput(\\n source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n raw_name=up, raw_ticker=up, raw_isin=\\\"\\\", raw_currency=currency, raw_quantity=qty,\\n raw_asset_class=current_asset_class, extracted_by=\\\"deterministic_parser\\\", extraction_confidence=\\\"medium\\\" if currency else \\\"low\\\",\\n proposed_name=up, proposed_ticker=up, proposed_currency=currency, proposed_asset_class=current_asset_class,\\n mapping_status=\\\"needs_manual_review\\\", review_note=\\\"ticker-only split-table candidate; manual ISIN/exchange review required\\\",\\n ))\\n return out\",\"old_string\":\"def deterministic_parse_docx(path: str | Path, *, platform: str, account: str = \\\"\\\") -> list[CandidateInput]:\\n lines = extract_docx_text(path)\\n out: list[CandidateInput] = []\\n for idx, line in enumerate(lines, start=1):\\n if not _looks_position_line(line):\\n continue\\n raw = _norm_space(line)\\n isin_match = ISIN_RE.search(raw.upper())\\n isin = isin_match.group(0) if isin_match else \\\"\\\"\\n curr_match = CURRENCY_RE.search(raw.upper())\\n currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n ticker = _extract_ticker(raw, isin, currency)\\n # Redact obvious numeric/value clutter from name; quantity is stored separately in staging only.\\n name = DECIMAL_RE.sub(\\\" \\\", raw)\\n if isin:\\n name = name.replace(isin, \\\" \\\")\\n if currency:\\n name = re.sub(rf\\\"\\\\b{re.escape(currency)}\\\\b\\\", \\\" \\\", name, flags=re.I)\\n name = _norm_space(name)[:240]\\n status = \\\"exact_isin_match\\\" if isin else \\\"needs_manual_review\\\"\\n confidence = \\\"high\\\" if isin else (\\\"medium\\\" if ticker and currency else \\\"low\\\")\\n out.append(CandidateInput(\\n source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n raw_name=name or raw[:240], raw_ticker=ticker, raw_isin=isin, raw_currency=currency,\\n raw_quantity=_extract_quantity(raw), raw_asset_class=_asset_class(raw), extracted_by=\\\"deterministic_parser\\\",\\n extraction_confidence=confidence, proposed_name=name or raw[:240], proposed_ticker=ticker,\\n proposed_isin=isin, proposed_currency=currency, proposed_asset_class=_asset_class(raw),\\n mapping_status=status, review_note=\\\"deterministic DOCX staging candidate; no productive booking\\\",\\n ))\\n return out\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3jDhxBymeEKP0sOZbotU_bo0ONyAza2H_z0lVoRSzWuOUlst0ZMqrAdDq79nqSJ7bI40KBgpuNPsfwumYOoqni1v2id-7MGvKUDqEFtDPVv8uPvnnQ5mncna-EUKJYH7sHluQYnOcsCTGWAfiO-W1gs2DT1NTuf0wNUsT1NzI5hQraDj29rtX_Iyym1TIyj5DikxshpY8Sm92xEfhKjum_q2ljbgAjoibIkcTPmcdz6UyWRXpB0vgzb29CV3l-ix_YSMhAhY6iFNTQ_-el1dHlqtLR7Bo6HFKaXrLUzXCcqfMfn_6FksOC4WIgvHxrAZEg3nHZ879tPLZGLz7t0-Rkg6t_WmevRJEqvW5eQwLzKeozvHyd62-mvb4RKCTKhhbTvlX_24ejlI4D57K0xR0468eUeO9NziqmNaHNk1qOrOFq-F9cipxnQZeld7lJv93At5mJDuz49UvEOZVZPkt1imS6Ww-BKa1IWa_VjtmfeAzY4sU8c_AAM1z3FQFo-Q7Oj1SyIps-WIN9-yzHP4O_H0pLtCiM4c-koV0fXYbf5M54lnlUCM8Wn9rwTvwAfTNRae74m-XDWA55dyvjkIhc7mCI5te6JrI_oxuVFMdH9goEb01TayGMWMJd9wsPokbb4UMMWacUWV7LBMntrIxsqGwfiohjwMOlLK8jtvEMDq61wzGwNCRzZV9llthMEw7wMa_CHn_G13SD8RPgrpJDsbQWlJRszPwMyIQaCZj8DfiW04EQU9EZwCxhU49TbKriMe77g74UqbTtQP12ftaFhewfHrqiUhHNXZHyo5CYePhp5-Vgr1lK2YIPacWBkhq4T9bPf_yu0gUBtdLsqV-HuKipCpGO-e4v-u4CUz1tbqz6VdqzpCZbHjWbbVlNDbWfF8IHxY5bDe2jA5ePQ3zKgo5VBvtwYnkWa3LvfO4PjoU6jOOdqUGpMh--fy_Wy2VEQ24W6O1NGXHjSH-TuXhKYtcSsT1VjmZw_sKRHJerza5WEVXnMuRDi6HotMyNKaA_Mpzxd9D_r9uRHgK9MgptNrA0Rd1kcoyeTcL1O9oQ7PgTWSSRZIajPuSMAHyk2lM9R9m5SH1JZupUYnjkPPhi_sMJH_d8v1_Y-7SZ1mGKlqiwpR_WDYDKiiOMPkzEqa3Zpi2CB6ePaQ2gKOv_fZabQ5KA_EAMx60D7XRHcYUiEkXTuAigjNsp-kRPw4Nb1EJMbmkpmM5Hzo7rwlADqKNJTuYxhCWj9bx9bBNGwvHv7I7vhGVi3fzYAN09zJ6ITSy9zhp5AO6WmcOR9yGfwPxcgvI_kk4u9-TQFAGIrYu1tu2FcVHfsCQbG3QOsieeZ-y5WblKad3YJjH0Sxj60gPLJTV2xbrj5WwQUeRaQUVH48vx7I63W2z_Wuy-StFCFQJovO9wswJhU2TcCXuuBAWoUQaJw3YU8JH95Vw3XjNF5K1y5cWdi_vPlFmFrJ-02YinHISjLHhQdoGKC9dYjH9x8gaqcqqscD4xDQ2Zc5fesVRtjFMnE7r3Jma3dd4t9HeKdJw7x49xNM-wor4icjGYZTe-YeZpQSzFP6J759YgFOb7uQErtkvrlHDj0gjY60r-rY6RLbdQhqHLfob--MLmTp4PQhoQeRH-oKcJuTfK7_uSn_2hatk4UaKZDe5n5C7hFRR9y4kBNjyeQv68vxTdTSt9hltm5exlLYJzg1KMG2CYPfSAXqjrABPAm8aIQ6Z1VV-4n_RpuEdQndQAbDFq03I-Nd9OE8u7IRGYXMZf0BxQeKQXzKNqCz9pKRr83WcOg04egZOifRarQDKLOmj0Vo7arX6WXVhHRvcfH66-po7bQazLcwSJZpPLwBHBz3Um4fgqG3l9rUT6x9Vi7jS3XHgOMHbJxj_e3J-Zo5F5NGXFOFp35dQ5dhC7qbcrw0kO-GIy_0Ma9e-9Pwwx_V9dVB5Fyp0o2EFtOXCNlrzdX_on4QVsOWQqvl_mdEOpnOli3Z0dx2j65HpACs9I6iskuw2LJHVlbtRIMYTulY9z1F53MIUQmH1VAVODB25s8N5bbeSmD2izSJfS00MafDYVLcShV5aBkMcLkwWDFm0cP-VTdDuYXzrGaLtVJWWlbXkg-Mt3EBbu0nTR2gN7t3Ir0TLkfI-QtdNnhMQwLWcrqJKB0GzPH5vQhNue_-wErgyLD93WcKQElVwMU7zXcH0BIKkVeDtJeJiDI33urvavbqgsMvvzPKTt70IuDVFxKLiix", "id": "rs_042a7e4bb6e4f768016a0778be306c819199ec192f9ba8e535", "summary": [] } ] }, { "role": "tool", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n@@ -148,6 +148,37 @@\\n def deterministic_parse_docx(path: str | Path, *, platform: str, account: str = \\\"\\\") -> list[CandidateInput]:\\n lines = extract_docx_text(path)\\n out: list[CandidateInput] = []\\n+ seen: set[tuple[str, str, str]] = set()\\n+\\n+ def add(inp: CandidateInput) -> None:\\n+ key = (inp.source_row_number, inp.raw_isin or inp.proposed_isin, inp.raw_ticker or inp.proposed_ticker)\\n+ if key not in seen:\\n+ seen.add(key)\\n+ out.append(inp)\\n+\\n+ # True Wealth-style blocks: instrument name followed by explicit ISIN and currency/quantity nearby.\\n+ for idx, line in enumerate(lines, start=1):\\n+ raw = _norm_space(line)\\n+ isin_match = ISIN_RE.search(raw.upper())\\n+ if not isin_match:\\n+ continue\\n+ isin = isin_match.group(0)\\n+ prev_candidates = [l for l in lines[max(0, idx - 5):idx - 1] if not any(x in l.upper() for x in (\\\"POSITIONSWERT\\\", \\\"ISIN\\\", \\\"CHF \\\", \\\"USD \\\", \\\"EUR \\\"))]\\n+ name = _norm_space(prev_candidates[-1] if prev_candidates else raw.replace(isin, \\\"\\\"))[:240]\\n+ window = \\\" \\\".join(lines[idx:min(len(lines), idx + 7)])\\n+ curr_match = CURRENCY_RE.search(window.upper())\\n+ currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n+ ticker = _extract_ticker(name, isin, currency)\\n+ add(CandidateInput(\\n+ source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n+ raw_name=name, raw_ticker=ticker, raw_isin=isin, raw_currency=currency,\\n+ raw_quantity=_extract_quantity(window), raw_asset_class=_asset_class(name), extracted_by=\\\"deterministic_parser\\\",\\n+ extraction_confidence=\\\"high\\\", proposed_name=name, proposed_ticker=ticker,\\n+ proposed_isin=isin, proposed_currency=currency, proposed_asset_class=_asset_class(name),\\n+ mapping_status=\\\"exact_isin_match\\\", review_note=\\\"deterministic DOCX staging candidate with source ISIN; no productive booking\\\",\\n+ ))\\n+\\n+ # Fallback single-line extraction for synthetic/simple exports.\\n for idx, line in enumerate(lines, start=1):\\n if not _looks_position_line(line):\\n continue\\n@@ -157,7 +188,6 @@\\n curr_match = CURRENCY_RE.search(raw.upper())\\n currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n ticker = _extract_ticker(raw, isin, currency)\\n- # Redact obvious numeric/value clutter from name; quantity is stored separately in staging only.\\n name = DECIMAL_RE.sub(\\\" \\\", raw)\\n if isin:\\n name = name.replace(isin, \\\" \\\")\\n@@ -166,13 +196,42 @@\\n name = _norm_space(name)[:240]\\n status = \\\"exact_isin_match\\\" if isin else \\\"needs_manual_review\\\"\\n confidence = \\\"high\\\" if isin else (\\\"medium\\\" if ticker and currency else \\\"low\\\")\\n- out.append(CandidateInput(\\n+ add(CandidateInput(\\n source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n raw_name=name or raw[:240], raw_ticker=ticker, raw_isin=isin, raw_currency=currency,\\n raw_quantity=_extract_quantity(raw), raw_asset_class=_asset_class(raw), extracted_by=\\\"deterministic_parser\\\",\\n extraction_confidence=confidence, proposed_name=name or raw[:240], proposed_ticker=ticker,\\n proposed_isin=isin, proposed_currency=currency, proposed_asset_class=_asset_class(raw),\\n mapping_status=status, review_note=\\\"deterministic DOCX staging candidate; no productive booking\\\",\\n+ ))\\n+\\n+ # PostFinance-style split table: ticker-only rows under Produkt; never auto-confirm ticker-only rows.\\n+ current_asset_class = \\\"equity\\\"\\n+ in_positions = False\\n+ headers = {\\\"PRODUKT\\\", \\\"ANZAHL\\\", \\\"EINSTANDSKURS\\\", \\\"TOTALWERT\\\", \\\"DIFF. VORTAG\\\", \\\"GELDKURS WÄHRUNG\\\", \\\"G&V CHF\\\", \\\"TOTALWERT CHF\\\", \\\"POSITIONEN %\\\"}\\n+ for idx, line in enumerate(lines, start=1):\\n+ up = _norm_space(line).upper()\\n+ if up in {\\\"AKTIEN\\\", \\\"ETFS\\\", \\\"ETF\\\"}:\\n+ current_asset_class = \\\"etf\\\" if \\\"ETF\\\" in up else \\\"equity\\\"\\n+ if up == \\\"PRODUKT\\\":\\n+ in_positions = True\\n+ continue\\n+ if not in_positions or up in headers or up.startswith(\\\"PAGE \\\"):\\n+ continue\\n+ if not re.fullmatch(r\\\"[A-Z][A-Z0-9.]{0,7}\\\", up):\\n+ continue\\n+ window = \\\" \\\".join(lines[idx:min(len(lines), idx + 9)])\\n+ curr_match = CURRENCY_RE.search(window.upper())\\n+ currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n+ qty = _extract_quantity(\\\" \\\".join(lines[idx:idx + 3]))\\n+ if not qty:\\n+ continue\\n+ add(CandidateInput(\\n+ source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n+ raw_name=up, raw_ticker=up, raw_isin=\\\"\\\", raw_currency=currency, raw_quantity=qty,\\n+ raw_asset_class=current_asset_class, extracted_by=\\\"deterministic_parser\\\", extraction_confidence=\\\"medium\\\" if currency else \\\"low\\\",\\n+ proposed_name=up, proposed_ticker=up, proposed_currency=currency, proposed_asset_class=current_asset_class,\\n+ mapping_status=\\\"needs_manual_review\\\", review_note=\\\"ticker-only split-table candidate; manual ISIN/exchange review required\\\",\\n ))\\n return out\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_l4nJ5qNH9KRJG6i5wI8UJjPM" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_Lk4xGwKUnXZpQNJIYvjveWfs", "call_id": "call_Lk4xGwKUnXZpQNJIYvjveWfs", "response_item_id": "fc_06d8a76522f2248a016a0778ed02b481918dde369c89e08425", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def _summary_from_inputs(items: list[CandidateInput], *, qwen_used: bool, qwen_available: bool, agree: int, disagree: int, warnings: int, errors: int, dry_run: bool) -> CandidateSummary:\\n return CandidateSummary(\\n candidates_total=len(items),\\n with_isin=sum(1 for c in items if c.proposed_isin or c.raw_isin),\\n without_isin=sum(1 for c in items if not (c.proposed_isin or c.raw_isin)),\\n with_ticker=sum(1 for c in items if c.proposed_ticker or c.raw_ticker),\\n with_currency=sum(1 for c in items if c.proposed_currency or c.raw_currency),\\n exact_isin_match=sum(1 for c in items if c.mapping_status == \\\"exact_isin_match\\\"),\\n probable=sum(1 for c in items if c.mapping_status == \\\"probable\\\"),\\n needs_manual_review=sum(1 for c in items if c.mapping_status == \\\"needs_manual_review\\\"),\\n confirmed=sum(1 for c in items if c.mapping_status == \\\"confirmed\\\"),\\n rejected=sum(1 for c in items if c.mapping_status == \\\"rejected\\\"),\\n importable_confirmed=sum(1 for c in items if c.mapping_status == \\\"confirmed\\\" and c.raw_quantity and (c.proposed_currency or c.raw_currency)),\\n blocked=sum(1 for c in items if c.mapping_status != \\\"confirmed\\\"),\\n qwen_used=qwen_used,\\n qwen_available=qwen_available,\\n parser_qwen_agree=agree,\\n parser_qwen_disagree=disagree,\\n warnings=warnings,\\n errors=errors,\\n dry_run=dry_run,\\n )\\n\\n\\ndef stage_docx_candidates(conn: Connection, files: Sequence[str | Path], *, use_qwen: bool = False, dry_run: bool = False) -> CandidateSummary:\\n qwen_used = False\\n qwen_available = False\\n parser_signatures: set[tuple[str, str, str]] = set()\\n qwen_signatures: set[tuple[str, str, str]] = set()\\n staged_items: list[CandidateInput] = []\\n warnings = 0\\n errors = 0\\n for path in files:\",\"old_string\":\"def stage_docx_candidates(conn: Connection, files: Sequence[str | Path], *, use_qwen: bool = False, dry_run: bool = False) -> CandidateSummary:\\n qwen_used = False\\n qwen_available = False\\n parser_signatures: set[tuple[str, str, str]] = set()\\n qwen_signatures: set[tuple[str, str, str]] = set()\\n staged = 0\\n warnings = 0\\n errors = 0\\n for path in files:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3jsEXcOua1gkS3nZFQoPSIInjej5rl9CEL9paWngsaFDuddVbrhAPLIgGOKvQj750oGzgzYxiZOjku86LY8jgUMVJ1kAZ04UxdiIsX4jAF6h5OeFtqROe6xjP7qc4G3Fea6yzRDCUh8ZE4pZ4EvC201IjsmpG4Hgh_S0ZPVyk-emYpegPft51MrMbILDhkv5ibhC474m_3z7I2B7z9ELcuS9eXgvp5nNy61QPOiOophU_gXmuWrm54W9lSH7ksEOXOxe_TLVDmCj1HGybThb_B7QkwnXyayKd4DBD-OfcHU-0iQ2NZpiwevAU_CV482wFWFSCvJYKRoFuiyCcgqsESsLDUbK3q63Wp6UYE-FDroezd1t0hpvtnVUEx_OnwxVWLcSE3KMrkGBOsZfHf5UhLjXq8oqJHnYi_r6alGZcmhErZsbcEAfxtvy1dLHoofRGJv1yYzKsQ97JsoMVzbyBQnGRs4sqmV8vrUe-6IpGCqwRpOEScJd5tH6ncEHADrFLl47-2q939oVjMAJak4unjFbyVh8pux1DCq0PoMdGl2Fkc4sLnV2mdi_gQMpUjZQRTmJUGuoesxW9LGE2XHj-UrLwU3BYcTJTy44SmfIEAqnH3G5RmjzmBCW9RF7l_KnB5L5pMF5bXgk2af8o9vXZiaSiVjnt0NzVbl49CWtLhsEjPpLVbxppdq53sj02ldesOs4maEsQDEv48WPP7-ND3Ztpk1fofT8Z7fYbhzrgalUKcRB6DaJWshLxtlW8yvuHVxLlsO5-ZAJLnpqCMciXCuQBO6QP2ALJiKvqfBmD86i3-joefAYen8J0iEMJOm44EHI7eDsJVmIL2gyhifJLSMDvXFFfurhQUSd-TMMfI9mZyZqRjZAddM0hDTOGcltseq2LP3qi-f73FVX9c_3oSjzzgWThuqQ0viSFFTECu8pwXZ2NujKY7QQ0E9vsbVkuO4LtSaLBIUQMYGzLMtuYfStw==", "id": "rs_06d8a76522f2248a016a0778ebfa4c81919b61cdfa2dd57a8f", "summary": [] } ] }, { "role": "tool", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n@@ -323,12 +323,36 @@\\n return cid\\n \\n \\n+def _summary_from_inputs(items: list[CandidateInput], *, qwen_used: bool, qwen_available: bool, agree: int, disagree: int, warnings: int, errors: int, dry_run: bool) -> CandidateSummary:\\n+ return CandidateSummary(\\n+ candidates_total=len(items),\\n+ with_isin=sum(1 for c in items if c.proposed_isin or c.raw_isin),\\n+ without_isin=sum(1 for c in items if not (c.proposed_isin or c.raw_isin)),\\n+ with_ticker=sum(1 for c in items if c.proposed_ticker or c.raw_ticker),\\n+ with_currency=sum(1 for c in items if c.proposed_currency or c.raw_currency),\\n+ exact_isin_match=sum(1 for c in items if c.mapping_status == \\\"exact_isin_match\\\"),\\n+ probable=sum(1 for c in items if c.mapping_status == \\\"probable\\\"),\\n+ needs_manual_review=sum(1 for c in items if c.mapping_status == \\\"needs_manual_review\\\"),\\n+ confirmed=sum(1 for c in items if c.mapping_status == \\\"confirmed\\\"),\\n+ rejected=sum(1 for c in items if c.mapping_status == \\\"rejected\\\"),\\n+ importable_confirmed=sum(1 for c in items if c.mapping_status == \\\"confirmed\\\" and c.raw_quantity and (c.proposed_currency or c.raw_currency)),\\n+ blocked=sum(1 for c in items if c.mapping_status != \\\"confirmed\\\"),\\n+ qwen_used=qwen_used,\\n+ qwen_available=qwen_available,\\n+ parser_qwen_agree=agree,\\n+ parser_qwen_disagree=disagree,\\n+ warnings=warnings,\\n+ errors=errors,\\n+ dry_run=dry_run,\\n+ )\\n+\\n+\\n def stage_docx_candidates(conn: Connection, files: Sequence[str | Path], *, use_qwen: bool = False, dry_run: bool = False) -> CandidateSummary:\\n qwen_used = False\\n qwen_available = False\\n parser_signatures: set[tuple[str, str, str]] = set()\\n qwen_signatures: set[tuple[str, str, str]] = set()\\n- staged = 0\\n+ staged_items: list[CandidateInput] = []\\n warnings = 0\\n errors = 0\\n for path in files:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [364:17] \\\"staged\\\" is possibly unbound [reportPossiblyUnboundVariable] (Pyright)\\nERROR [373:21] \\\"staged\\\" is possibly unbound [reportPossiblyUnboundVariable] (Pyright)\\nERROR [383:72] \\\"staged\\\" is possibly unbound [reportPossiblyUnboundVariable] (Pyright)\\n\"}", "tool_call_id": "call_Lk4xGwKUnXZpQNJIYvjveWfs" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_SReOVfEZsxfTWOLqXALjqvfz", "call_id": "call_SReOVfEZsxfTWOLqXALjqvfz", "response_item_id": "fc_0e0505a610594720016a0778fd558c8191a6a0c2021b82059d", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" for c in parser_candidates:\\n staged_items.append(c)\\n parser_signatures.add(((c.proposed_isin or c.raw_isin).upper(), (c.proposed_ticker or c.raw_ticker).upper(), (c.proposed_currency or c.raw_currency).upper()))\\n upsert_candidate(conn, c, dry_run=dry_run)\",\"old_string\":\" for c in parser_candidates:\\n staged += 1\\n parser_signatures.add(((c.proposed_isin or c.raw_isin).upper(), (c.proposed_ticker or c.raw_ticker).upper(), (c.proposed_currency or c.raw_currency).upper()))\\n upsert_candidate(conn, c, dry_run=dry_run)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n@@ -361,7 +361,7 @@\\n try:\\n parser_candidates = deterministic_parse_docx(p, platform=platform)\\n for c in parser_candidates:\\n- staged += 1\\n+ staged_items.append(c)\\n parser_signatures.add(((c.proposed_isin or c.raw_isin).upper(), (c.proposed_ticker or c.raw_ticker).upper(), (c.proposed_currency or c.raw_currency).upper()))\\n upsert_candidate(conn, c, dry_run=dry_run)\\n if use_qwen:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [373:21] \\\"staged\\\" is unbound [reportUnboundVariable] (Pyright)\\n\"}", "tool_call_id": "call_SReOVfEZsxfTWOLqXALjqvfz" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_lfXhE1h7AhakPm77VHWbhMRO", "call_id": "call_lfXhE1h7AhakPm77VHWbhMRO", "response_item_id": "fc_0bc945056d0f2a31016a077906ef2c81919c032f6455532957", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" for c in q_candidates:\\n staged_items.append(c)\\n qwen_signatures.add(((c.proposed_isin or c.raw_isin).upper(), (c.proposed_ticker or c.raw_ticker).upper(), (c.proposed_currency or c.raw_currency).upper()))\\n upsert_candidate(conn, c, dry_run=dry_run)\",\"old_string\":\" for c in q_candidates:\\n staged += 1\\n qwen_signatures.add(((c.proposed_isin or c.raw_isin).upper(), (c.proposed_ticker or c.raw_ticker).upper(), (c.proposed_currency or c.raw_currency).upper()))\\n upsert_candidate(conn, c, dry_run=dry_run)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n@@ -370,7 +370,7 @@\\n qwen_available = qwen_available or available\\n qwen_used = qwen_used or bool(q_candidates)\\n for c in q_candidates:\\n- staged += 1\\n+ staged_items.append(c)\\n qwen_signatures.add(((c.proposed_isin or c.raw_isin).upper(), (c.proposed_ticker or c.raw_ticker).upper(), (c.proposed_currency or c.raw_currency).upper()))\\n upsert_candidate(conn, c, dry_run=dry_run)\\n except Exception:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [383:72] \\\"staged\\\" is not defined [reportUndefinedVariable] (Pyright)\\n\"}", "tool_call_id": "call_lfXhE1h7AhakPm77VHWbhMRO" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_VYx4jl4ABB6UWvpESLjvtcVA", "call_id": "call_VYx4jl4ABB6UWvpESLjvtcVA", "response_item_id": "fc_0e7503dbfdf2d9b8016a077913896481918a433f5b10367d41", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if dry_run:\\n return _summary_from_inputs(staged_items, qwen_used=qwen_used, qwen_available=qwen_available, agree=agree, disagree=disagree, warnings=warnings, errors=errors, dry_run=True)\\n return CandidateSummary(**{**summary.__dict__, \\\"qwen_used\\\": qwen_used, \\\"qwen_available\\\": qwen_available, \\\"parser_qwen_agree\\\": agree, \\\"parser_qwen_disagree\\\": disagree, \\\"warnings\\\": warnings, \\\"errors\\\": errors, \\\"dry_run\\\": dry_run})\",\"old_string\":\" return CandidateSummary(**{**summary.__dict__, \\\"candidates_total\\\": staged if dry_run else summary.candidates_total, \\\"qwen_used\\\": qwen_used, \\\"qwen_available\\\": qwen_available, \\\"parser_qwen_agree\\\": agree, \\\"parser_qwen_disagree\\\": disagree, \\\"warnings\\\": warnings, \\\"errors\\\": errors, \\\"dry_run\\\": dry_run})\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n@@ -380,7 +380,9 @@\\n summary = summarize_candidates(conn, dry_run=dry_run)\\n agree = len((parser_signatures - {('', '', '')}) & (qwen_signatures - {('', '', '')}))\\n disagree = len((parser_signatures ^ qwen_signatures) - {('', '', '')}) if qwen_signatures else 0\\n- return CandidateSummary(**{**summary.__dict__, \\\"candidates_total\\\": staged if dry_run else summary.candidates_total, \\\"qwen_used\\\": qwen_used, \\\"qwen_available\\\": qwen_available, \\\"parser_qwen_agree\\\": agree, \\\"parser_qwen_disagree\\\": disagree, \\\"warnings\\\": warnings, \\\"errors\\\": errors, \\\"dry_run\\\": dry_run})\\n+ if dry_run:\\n+ return _summary_from_inputs(staged_items, qwen_used=qwen_used, qwen_available=qwen_available, agree=agree, disagree=disagree, warnings=warnings, errors=errors, dry_run=True)\\n+ return CandidateSummary(**{**summary.__dict__, \\\"qwen_used\\\": qwen_used, \\\"qwen_available\\\": qwen_available, \\\"parser_qwen_agree\\\": agree, \\\"parser_qwen_disagree\\\": disagree, \\\"warnings\\\": warnings, \\\"errors\\\": errors, \\\"dry_run\\\": dry_run})\\n \\n \\n def summarize_candidates(conn: Connection, *, dry_run: bool = False) -> CandidateSummary:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_VYx4jl4ABB6UWvpESLjvtcVA" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_qQxb8SY2uZE1swgwHyClZM1N", "call_id": "call_qQxb8SY2uZE1swgwHyClZM1N", "response_item_id": "fc_04d042d9cf2c41d7016a07792062d8819196bc99376f886527", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main stage-instrument-candidates \\\\\\n /home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_True_Wealth.docx \\\\\\n /home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_Postfinance.docx \\\\\\n --qwen --dry-run\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3kgKGrn5QgPXsDyeaykhjn13b50KUCB8ADy9bQX39R5Tuj1W9Yv3_flYz0bC8VcOsRal8nb3QPBkbrX19Egqf520Fc7RLwX97mk0z7aVTiwKGUkMbj1Vn3SFbwrRqQH0yTuD7IYgx5SdwwLBWN0Uggfljxeb0doKVm2n1ENMJO1tmCqzRfY4p3vkqlClO82VRHurePJVS49boKZ2nkRVegW9HpHE19Ma7gUKuUhi7fFWdBMLOxq7FpsJYVjedg2viA0r0L9BnEmwfnTYsDg56-V93ThqEL6JkFjmWqEpdD4K9TPpaiQrC5M5vZrbT37U9LswbjNXSTUWDPHHdc8HRtG6rMqF6uyjp4nP0XxSBrUAkAPeyhZrDJcSH0IIfHth2tsKlMEsjjkkuf2QlfbxT5P3eEjs0gHtj0AV3JRZd3QuOfU1QUlZGUkNd2LY7PSfZ7k6C2uzat6jfGxu0lHwkytYCwEEyXgLEmpV8xjsFYKchvt3ADQg7eRv7p_JQdJu3DgXv5Q-SfdjiyZ_4mNiIYJQxF9NZv9UU4-DZu3veDCdFxNy8puPVpIwWe5-39JEA77a0V0FwcnoWpdCc8euI4jtVTWJ5OB92Kwbm9n4ut7fzZUwLosoJZ2zFi3uag062eQ2unPbXXctFWww37_CVyQojKqMqecDVMAORakg3XqANP_NjhQI-7hQ0KDRUSrts1qz5REgE-hBIg8RNPObVjwpoQVX6Wcwm208qQKma20DR3rs1OqK-BbqXJiHsysWl7rqwNmT8DJDCgq590SxUS2TdR1JDgmzUW4wksmuu-4RQUXzTJCN7bmqq3BcXelzi7IyKhG95Ai12lqtsI1PIEa02Z8-K-BTej_DTE2iVri4rfvOUxsb4eLgJ90rkIj0QrjFICd5jy41ox9tvlEgpA82onmlUMqNawquWmni7UA0T4=", "id": "rs_04d042d9cf2c41d7016a07791fced08191b786a3a9ab6063fa", "summary": [] } ] }, { "role": "tool", "content": "{\"output\": \"INSTRUMENT_CANDIDATE_STAGING candidates_total=32 with_isin=7 without_isin=25 with_ticker=31 with_currency=32 exact_isin_match=7 probable=0 needs_manual_review=25 confirmed=0 importable_confirmed=0 blocked=32 qwen_requested=true qwen_used=false qwen_available=false parser_qwen_agree=0 parser_qwen_disagree=0 warnings=0 errors=0 dry_run=true\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_qQxb8SY2uZE1swgwHyClZM1N" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_N6PQ5qOF2ugqs2Gdgtji6sgC", "call_id": "call_N6PQ5qOF2ugqs2Gdgtji6sgC", "response_item_id": "fc_05aab7e99a015bd5016a077928880081919823568a4288863a", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\":\"import sys,re\\nsys.path.insert(0,'/home/agent/.hermes/repos/FinanceManager/src')\\nfrom pathlib import Path\\nfrom jarvis_finance.imports.instrument_candidates import extract_docx_text, DECIMAL_RE, CURRENCY_RE\\nlines=extract_docx_text('/home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_Postfinance.docx')\\nheaders={\\\"PRODUKT\\\", \\\"ANZAHL\\\", \\\"EINSTANDSKURS\\\", \\\"TOTALWERT\\\", \\\"DIFF. VORTAG\\\", \\\"GELDKURS WÄHRUNG\\\", \\\"G&V CHF\\\", \\\"TOTALWERT CHF\\\", \\\"POSITIONEN %\\\"}\\ninpos=False; rows=[]\\nfor idx,line in enumerate(lines,1):\\n up=' '.join(str(line).split()).upper()\\n if up=='PRODUKT': inpos=True; continue\\n if not inpos or up in headers or up.startswith('PAGE '): continue\\n if re.fullmatch(r'[A-Z][A-Z0-9.]{0,7}', up):\\n window=' '.join(lines[idx:min(len(lines),idx+9)])\\n curr=CURRENCY_RE.search(window.upper())\\n qty=DECIMAL_RE.search(' '.join(lines[idx:idx+3]))\\n rows.append((idx,up,bool(curr),bool(qty)))\\nprint('ticker rows',len(rows))\\nprint(rows)\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Evaluating row capture**\n\nI'm figuring out the difference between the actual count of 32 vs. the expected 42. The user requested a renewed dry run, but it seems I should have captured 42. Now, I’m considering whether it’s acceptable to have only 32. Maybe I need to focus on parsing only 25 from the finance data because I'm missing rows after 230? It’s crucial to count all the ticker rows accurately.", "reasoning_content": "**Evaluating row capture**\n\nI'm figuring out the difference between the actual count of 32 vs. the expected 42. The user requested a renewed dry run, but it seems I should have captured 42. Now, I’m considering whether it’s acceptable to have only 32. Maybe I need to focus on parsing only 25 from the finance data because I'm missing rows after 230? It’s crucial to count all the ticker rows accurately.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3koaVC_bKgjXK57y88okquzSW2iGfKBqzQtDbHFAIwuO0Q1zV74GG_cazlJ3OInPrbiHb9D9cdCAB0GDAeAre8P6ElxU8fLqqnbBOBBTtkyH28aK2LNScBa1op8i-pSNoZBClKPuRRi9YIvMK0qCjfMZK5IdPYN-jEwHtuWHzQYE-wHAIDWa4fUgM7EmS1JF4XbvLrk5bqXVMHCd2hZ2NWQNqlzFbrNYhq9AgPGdJfQBvJyg0FpL4wsS7gB1zfJ9IF9nNG25ytKZf3aqAgkmlCPMIPtqjn7jOKsVfQ5kQbu6p5ExoQ9uNjGtNkUV6S6JObkUk2Ycrcejq2q2YoKmImHUQp07ooCKLWKUP6nlgaBewhlK9pEDFerv9LP7rl4pLFgkoZcSMJyCQILaN0LVABKIzzkfWS3GcuajAldaoETjtqiiqPujITrr581p9giLlE-jXUq4FGQiyNSuyVt4KzRp4ScGZCmUcdJsQPxxmWSSB9Eqmn9POMLv1ljyOvvGzBvEMWEuyYDKMf8jFIjnksMlBFZLc4yGpB1PQPevurRe1V55XhWUmwMvdloBSYr9ULvNKiYOnQb5H8Qv99kl5e38J-Bt7rkB8EdyqrO2K5zsQbBFZyZyLj9Own1p5e0nVoCo8k2_xmDz4J64K6oFxUuLgNCrhvVmgeNdcoHhSN2wVoN0HhippfT-VlTwsm1GiRagf9AjC8s3PfSLNFXPqtan_H6iDp4lBbKTEz3RyAT5LU9sODQUEaP4Ahi7tdMoyiF6fUFMY-GlN9wXpT6naSchGr3yMnr--ONm0575g2fYSKWA-PF9FfiElWi3LUxGXMsyVBnC0AJbPNkKCgswGKYvjHPrylNsS7le8KHynFV0nb9Y7zkHtV-oKtwSPmrtTJlZ_eMBdYiWHeAIokI8sxHtT1PffZtWBEFLwet80thGfqIdMum8NHGzUJ_bWv6FMT3YLrrO2Lk3OczZ-WfoG1PYKp0aeD-ZEF5E1FIpzCgenGJXJs8KKsdGrGEfyTlzcD_k3O9t1cZHqNQP5EZFQ7vZnEGGkkXA4mtrV2HAoPtACHsJ5eTIhDfzbz9QcDabd24kErQrhKHEEZznQyuIKBjn6C2tXrrHqzl1QmbxWt3czKuJwbu_fjqGOiH4bqIJy4VuIge2aCP6tWW7fkukJwRgA==", "id": "rs_05aab7e99a015bd5016a0779255c78819184ed5bfe386d3cef", "summary": [ { "type": "summary_text", "text": "**Evaluating row capture**\n\nI'm figuring out the difference between the actual count of 32 vs. the expected 42. The user requested a renewed dry run, but it seems I should have captured 42. Now, I’m considering whether it’s acceptable to have only 32. Maybe I need to focus on parsing only 25 from the finance data because I'm missing rows after 230? It’s crucial to count all the ticker rows accurately." } ] } ] }, { "role": "tool", "content": "{\"status\": \"success\", \"output\": \"ticker rows 24\\n[(101, 'AKTIEN', True, True), (102, 'ADBE', True, True), (112, 'ANET', True, True), (122, 'APC', True, True), (132, 'APP', True, True), (143, 'AVGO', True, True), (163, 'BABA', True, True), (172, 'CRWD', True, True), (182, 'GOOG', True, True), (191, 'MCD', True, True), (201, 'MSFT', True, True), (211, 'MU', True, True), (221, 'NOW', True, True), (232, 'NVDA', True, True), (242, 'OPK', True, True), (253, 'PANW', True, True), (262, 'TPL', True, True), (272, 'TSLA', True, True), (282, 'UNH', True, True), (297, 'ETFS', True, True), (298, 'ARKG', True, True), (308, 'BCHE', True, True), (317, 'IUIT', True, True), (326, 'WTAI', True, True)]\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}", "tool_call_id": "call_N6PQ5qOF2ugqs2Gdgtji6sgC" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_kOwraSMF1yaLqzKRg4BCHdZx", "call_id": "call_kOwraSMF1yaLqzKRg4BCHdZx", "response_item_id": "fc_057cba5146850478016a077935f82c8191aa4922107ff78dff", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if up in {\\\"AKTIEN\\\", \\\"ETFS\\\", \\\"ETF\\\"}:\\n current_asset_class = \\\"etf\\\" if \\\"ETF\\\" in up else \\\"equity\\\"\\n continue\",\"old_string\":\" if up in {\\\"AKTIEN\\\", \\\"ETFS\\\", \\\"ETF\\\"}:\\n current_asset_class = \\\"etf\\\" if \\\"ETF\\\" in up else \\\"equity\\\"\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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/home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_True_Wealth.docx \\\\\\n /home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_Postfinance.docx \\\\\\n --qwen\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"finish_reason": "tool_calls", "reasoning": "**Ensuring thorough tests**\n\nI need to ensure that I have full tests in place, which seems fundamental for safety. I think I'll start by running all the Pytests to check everything works as expected. This should help me catch any issues early on and maintain the code's stability. I’m wondering if there are any potential safety concerns with the Git process that I should also keep in mind while running these tests. Making sure everything is buttoned up is key!", "reasoning_content": "**Ensuring thorough tests**\n\nI need to ensure that I have full tests in place, which seems fundamental for safety. I think I'll start by running all the Pytests to check everything works as expected. This should help me catch any issues early on and maintain the code's stability. I’m wondering if there are any potential safety concerns with the Git process that I should also keep in mind while running these tests. Making sure everything is buttoned up is key!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3lNEMpFvKNvKnh4xLh7fHYWTkpjQd3OrBw9QFW6jU3tPIvBTYjrk3vekfhT7QQED8-bcdELg1cDEkG2EcYMcfk-IrWFPPHQ-Z89-45yp5KBJtQ5eHmKmWRw7Q0TNBzT-NdOvpfT1Ci_kF2xpRYVlONQalW2mu898m2eC0QphXQtol1HummduLIN_88RSGFz1Z12tPt5V_u2vs-F9YvJHUk1-wt7ahD597rFB8VcHBe5-gWW_7umJ3zegTIpp8Wec58Tv2feZNCPA4oKCVHE38o0A5_nPBLG-vi0WjcNDcYAbfRpCnF2lNpkXRS293iPe6lIQqNvdl4MjawjzLSqnPo8-rTsQdCpfuxlxXTDzXP6LULltTcy5E02W6Fmzt22jr38fzOHQ7fGjUWSwulLz0wPVRFl51PoORqUuTMp8uNwGmyg-7GV-pUFrKn6cDh2BBBcz5qcwVJ7kwAyiM1rjmT_5UzIbQraEjEArRysYfCteggTCDJC-skGkqApQ14ocEJkQarnbX6CykV7neuviJHxj7pcMv-JzzC_nWdf73EoUnR7Tj0c8n_CxN34OvRbME9PtT7Mt_7O1-NHFJ-cwyofgMi4X85X6JuMoaUSZHrnE2qIqocjROKU09eOsXhHypjGIAtigC8zXfLI6lawdfY3a-OTivv2sC0WeMyvxVcCN07U-590s4n2wgzIrNx43jnUmMH4PhB2T8GT3it-Cn-knUZWQBC967SMR2z-6JqZpY93SdqVNBXGERad8G8hMwZYsMbyZQdMjUFgx2muxRQ6xPPyaEguOKzD65LM7lPIEvtCw0MJWPd4GQfYbKGCfQqLGL4N84gaUpKorl2Wie9zSJ85k3rVVYUiN-RGbra8HnqQKkRp9KLywLZTTBxwKJVtDMy67h5705CtSSYKmTHUVlIMz3UhIccHLNYUNxvssV3qO9smm4ujyYx0gx449XATz61433maXCs6wOevhrGNBVK-gSjJ6qMZertpiftJx11c3GkJv3YBT8iz4litfHUc", "id": "rs_0925eb0f1012f3ed016a07794bb7848191b492ed3fb8ffe173", "summary": [ { "type": "summary_text", "text": "**Ensuring thorough tests**\n\nI need to ensure that I have full tests in place, which seems fundamental for safety. I think I'll start by running all the Pytests to check everything works as expected. This should help me catch any issues early on and maintain the code's stability. I’m wondering if there are any potential safety concerns with the Git process that I should also keep in mind while running these tests. Making sure everything is buttoned up is key!" } ] } ] }, { "role": "tool", "content": "{\"output\": \"Listing 'src'...\\nListing 'src/jarvis_finance'...\\nListing 'src/jarvis_finance/audit'...\\nListing 'src/jarvis_finance/cli'...\\nListing 'src/jarvis_finance/config'...\\nListing 'src/jarvis_finance/crypto'...\\nListing 'src/jarvis_finance/dashboard'...\\nListing 'src/jarvis_finance/dashboard/components'...\\nListing 'src/jarvis_finance/dashboard/pages'...\\nListing 'src/jarvis_finance/dashboard/views'...\\nListing 'src/jarvis_finance/equity'...\\nListing 'src/jarvis_finance/fx'...\\nListing 'src/jarvis_finance/imports'...\\nListing 'src/jarvis_finance/ledger'...\\nListing 'src/jarvis_finance/market'...\\nListing 'src/jarvis_finance/market_data'...\\nListing 'src/jarvis_finance/models'...\\nListing 'src/jarvis_finance/quality'...\\nListing 'src/jarvis_finance/reports'...\\nListing 'src/jarvis_finance/reports/templates'...\\nListing 'src/jarvis_finance/runtime'...\\nListing 'src/jarvis_finance/storage'...\\nListing 'src/jarvis_finance.egg-info'...\\nListing 'tests'...\\nListing 'tests/fixtures'...\\nListing 'tests/integration'...\\nListing 'tests/unit'...\\n........................................................................ [ 28%]\\n........................................................................ [ 57%]\\n....................................................................F... [ 85%]\\n.................................... [100%]\\n=================================== FAILURES ===================================\\n_________________________ test_schema_version_recorded _________________________\\n\\n def test_schema_version_recorded() -> None:\\n conn = connect_memory()\\n apply_migrations(conn)\\n> assert get_schema_version(conn) == 14\\nE assert 15 == 14\\nE + where 15 = get_schema_version()\\n\\ntests/unit/test_schema.py:18: AssertionError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_schema.py::test_schema_version_recorded - assert 15 == 14\\n1 failed, 251 passed in 14.33s\", \"exit_code\": 1, \"error\": null}", "tool_call_id": "call_zhAIfOL6YtkzsYZL0Bl6VhTe" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_25UmeNUfp6jxxkXmN94SAItW", "call_id": "call_25UmeNUfp6jxxkXmN94SAItW", "response_item_id": "fc_0b8cf001103ed858016a07795faa1c8191933b5befd98eb1b8", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":80,\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"rs_0b8cf001103ed858016a07795f1e8081919e97e48dc20e3bc1", "summary": [] } ] }, { "role": "tool", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from jarvis_finance.storage.database import connect_memory\\n 4|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n 5|from jarvis_finance.storage.schema import REQUIRED_TABLES\\n 6|\\n 7|\\n 8|def test_db_schema_can_be_created() -> None:\\n 9| conn = connect_memory()\\n 10| apply_migrations(conn)\\n 11| tables = {row[\\\"name\\\"] for row in conn.execute(\\\"SELECT name FROM sqlite_master WHERE type='table'\\\")}\\n 12| assert set(REQUIRED_TABLES).issubset(tables)\\n 13|\\n 14|\\n 15|def test_schema_version_recorded() -> None:\\n 16| conn = connect_memory()\\n 17| apply_migrations(conn)\\n 18| assert get_schema_version(conn) == 14\\n 19|\\n 20|\\n 21|def test_decimal_sensitive_columns_use_text_affinity() -> None:\\n 22| conn = connect_memory()\\n 23| apply_migrations(conn)\\n 24| tx_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(transactions)\\\").fetchall()}\\n 25| crypto_cols = {row[\\\"name\\\"]: row[\\\"type\\\"] for row in conn.execute(\\\"PRAGMA table_info(crypto_holdings)\\\").fetchall()}\\n 26| instrument_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(instruments)\\\").fetchall()}\\n 27| assert tx_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n 28| assert tx_cols[\\\"fx_rate_to_chf\\\"].upper() == \\\"TEXT\\\"\\n 29| assert crypto_cols[\\\"quantity\\\"].upper() == \\\"TEXT\\\"\\n 30| assert {\\\"position_category\\\", \\\"ter\\\", \\\"distribution_policy\\\", \\\"index_name\\\", \\\"fund_domicile\\\", \\\"benchmark\\\"}.issubset(instrument_cols)\\n 31|\\n 32|\\n 33|def test_broker_bank_mapping_tables_exist_with_required_columns() -> None:\\n 34| conn = connect_memory()\\n 35| apply_migrations(conn)\\n 36| instrument_mapping_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(instrument_mappings)\\\").fetchall()}\\n 37| account_mapping_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(platform_account_mappings)\\\").fetchall()}\\n 38| dry_run_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_dry_runs)\\\").fetchall()}\\n 39|\\n 40| assert {\\\"source_name\\\", \\\"source_platform\\\", \\\"source_label\\\", \\\"normalized_name\\\", \\\"isin\\\", \\\"ticker\\\", \\\"exchange\\\", \\\"currency\\\", \\\"asset_class\\\", \\\"instrument_id\\\", \\\"mapping_status\\\", \\\"confidence\\\", \\\"quality_flags_json\\\"}.issubset(instrument_mapping_cols)\\n 41| assert {\\\"source_platform\\\", \\\"source_account_label\\\", \\\"normalized_platform\\\", \\\"normalized_account_name\\\", \\\"internal_platform_id\\\", \\\"internal_account_id\\\", \\\"account_type\\\", \\\"currency\\\", \\\"mapping_status\\\"}.issubset(account_mapping_cols)\\n 42| assert {\\\"source_platform\\\", \\\"source_file_type\\\", \\\"source_filename_hash\\\", \\\"detected_snapshot_date\\\", \\\"snapshot_date_status\\\", \\\"candidate_positions\\\", \\\"candidate_cash_rows\\\", \\\"mapped_positions\\\", \\\"blocked_positions\\\", \\\"quality_flags_json\\\", \\\"summary_json\\\", \\\"session_status\\\", \\\"is_current\\\"}.issubset(dry_run_cols)\\n 43| review_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_review_items)\\\").fetchall()}\\n 44| assert {\\\"review_item_id\\\", \\\"dry_run_id\\\", \\\"source_platform\\\", \\\"source_row_ref\\\", \\\"row_hash\\\", \\\"source_label\\\", \\\"normalized_name\\\", \\\"detected_asset_class\\\", \\\"detected_currency\\\", \\\"quality_flags_json\\\", \\\"review_status\\\", \\\"import_readiness_status\\\", \\\"reviewer_confirmed\\\", \\\"snapshot_date_confirmed\\\", \\\"ticker_exchange_confirmed\\\", \\\"account_mapping_status\\\"}.issubset(review_cols)\\n 45| execution_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(broker_import_execution_plans)\\\").fetchall()}\\n 46| assert {\\\"execution_plan_id\\\", \\\"dry_run_id\\\", \\\"review_item_id\\\", \\\"source_platform\\\", \\\"target_account_id\\\", \\\"target_instrument_id\\\", \\\"transaction_type\\\", \\\"snapshot_date\\\", \\\"payload_status\\\", \\\"payload_quality_flags_json\\\", \\\"source_row_hash\\\", \\\"planned_write_summary_json\\\", \\\"execution_status\\\", \\\"transaction_id\\\"}.issubset(execution_cols)\\n 47| transaction_cols = {row[\\\"name\\\"] for row in conn.execute(\\\"PRAGMA table_info(transactions)\\\").fetchall()}\\n 48| assert {\\\"is_voided\\\", \\\"voided_at\\\", \\\"void_reason\\\", \\\"voided_by\\\", \\\"correction_of_transaction_id\\\", \\\"correction_reason\\\"}.issubset(transaction_cols)\\n 49|\", \"total_lines\": 48, \"file_size\": 3829, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_25UmeNUfp6jxxkXmN94SAItW" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_Pl8THRS47yTKRY0Vopo3VWGU", "call_id": "call_Pl8THRS47yTKRY0Vopo3VWGU", "response_item_id": "fc_0fd35ec298d65a20016a07796662688191bb801f775ef60442", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" assert get_schema_version(conn) == 15\",\"old_string\":\" assert get_schema_version(conn) == 14\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\\n@@ -15,7 +15,7 @@\\n def test_schema_version_recorded() -> None:\\n conn = connect_memory()\\n apply_migrations(conn)\\n- assert get_schema_version(conn) == 14\\n+ assert get_schema_version(conn) == 15\\n \\n \\n def test_decimal_sensitive_columns_use_text_affinity() -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_schema.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Pl8THRS47yTKRY0Vopo3VWGU" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_gUDcmjhdHjAvxBVDiZspeIMa", "call_id": "call_gUDcmjhdHjAvxBVDiZspeIMa", "response_item_id": "fc_0c2280ab5075a712016a07796d70f08191af523ad6f418d8cc", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python -m compileall src tests && pytest -q\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"output\": \"Listing 'src'...\\nListing 'src/jarvis_finance'...\\nListing 'src/jarvis_finance/audit'...\\nListing 'src/jarvis_finance/cli'...\\nListing 'src/jarvis_finance/config'...\\nListing 'src/jarvis_finance/crypto'...\\nListing 'src/jarvis_finance/dashboard'...\\nListing 'src/jarvis_finance/dashboard/components'...\\nListing 'src/jarvis_finance/dashboard/pages'...\\nListing 'src/jarvis_finance/dashboard/views'...\\nListing 'src/jarvis_finance/equity'...\\nListing 'src/jarvis_finance/fx'...\\nListing 'src/jarvis_finance/imports'...\\nListing 'src/jarvis_finance/ledger'...\\nListing 'src/jarvis_finance/market'...\\nListing 'src/jarvis_finance/market_data'...\\nListing 'src/jarvis_finance/models'...\\nListing 'src/jarvis_finance/quality'...\\nListing 'src/jarvis_finance/reports'...\\nListing 'src/jarvis_finance/reports/templates'...\\nListing 'src/jarvis_finance/runtime'...\\nListing 'src/jarvis_finance/storage'...\\nListing 'src/jarvis_finance.egg-info'...\\nListing 'tests'...\\nListing 'tests/fixtures'...\\nListing 'tests/integration'...\\nListing 'tests/unit'...\\nCompiling 'tests/unit/test_schema.py'...\\n........................................................................ [ 28%]\\n........................................................................ [ 57%]\\n........................................................................ [ 85%]\\n.................................... 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It's a crucial step for ensuring my tests run properly without any leftover artifacts causing issues. I should locate the cache directory and remove it, but I wonder if I should also confirm that I won't lose anything important in the process. It's always better to be safe! I'll double-check that the cache clean-up won't impact my project unexpectedly, then proceed with the removal.", "reasoning_content": "**Removing cache files**\n\nI need to clear the pytest cache. It's a crucial step for ensuring my tests run properly without any leftover artifacts causing issues. I should locate the cache directory and remove it, but I wonder if I should also confirm that I won't lose anything important in the process. It's always better to be safe! 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It's a crucial step for ensuring my tests run properly without any leftover artifacts causing issues. I should locate the cache directory and remove it, but I wonder if I should also confirm that I won't lose anything important in the process. It's always better to be safe! I'll double-check that the cache clean-up won't impact my project unexpectedly, then proceed with the removal." } ] } ] }, { "role": "tool", "content": "[Duplicate tool output — same content as a more recent call]", "tool_call_id": "call_NLTLviXzZkcxbNhYM9TdkIvn" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_SaNdLMCyQgREtcQf0GWmfpc3", "call_id": "call_SaNdLMCyQgREtcQf0GWmfpc3", "response_item_id": "fc_09cd1bb198d70332016a07798f434c819187ec955afb4e9d6a", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"git diff -- src/jarvis_finance/cli/main.py src/jarvis_finance/dashboard/data.py src/jarvis_finance/dashboard/views/page_13_equity_manage.py src/jarvis_finance/storage/migrations.py tests/unit/test_schema.py src/jarvis_finance/imports/instrument_candidates.py tests/unit/test_instrument_import_candidates.py | sed -n '1,260p'\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Inspecting git diff**\n\nI think I need to look into the git diff to see the changes that have been made. 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Understanding those differences is crucial for ensuring that everything is as expected. I'll dive into the version control system and see what the differences reveal. It's always a bit of a process, but I’m curious and want to get it right. Let’s check it out!" } ] } ] }, { "role": "tool", "content": "{\"output\": \"diff --git a/src/jarvis_finance/cli/main.py b/src/jarvis_finance/cli/main.py\\nindex 2f2920a..8b66b15 100644\\n--- a/src/jarvis_finance/cli/main.py\\n+++ b/src/jarvis_finance/cli/main.py\\n@@ -7,6 +7,7 @@ from pathlib import Path\\n from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\n from jarvis_finance.fx.providers import MockFxProvider\\n from jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates\\n+from jarvis_finance.imports.instrument_candidates import stage_docx_candidates\\n from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n 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 from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments\\n@@ -76,6 +77,11 @@ def main(argv: list[str] | None = None) -> int:\\n rank_candidates.add_argument(\\\"--export-decision-pack\\\", action=\\\"store_true\\\")\\n rank_candidates.add_argument(\\\"--decision-pack-path\\\")\\n rank_candidates.add_argument(\\\"--top-n\\\", type=int, default=5)\\n+ q = sub.add_parser(\\\"stage-instrument-candidates\\\")\\n+ q.add_argument(\\\"files\\\", nargs=\\\"+\\\", help=\\\"Broker DOCX files outside git repo\\\")\\n+ q.add_argument(\\\"--qwen\\\", action=\\\"store_true\\\")\\n+ q.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n+ q.add_argument(\\\"--allow-repo-files\\\", action=\\\"store_true\\\")\\n sub.add_parser(\\\"backup-runtime-db\\\")\\n restore = sub.add_parser(\\\"restore-runtime-db\\\")\\n restore.add_argument(\\\"--from\\\", dest=\\\"backup_file\\\", required=True)\\n@@ -288,6 +294,35 @@ def main(argv: list[str] | None = None) -> int:\\n return 0\\n finally:\\n conn.close()\\n+ if args.command == \\\"stage-instrument-candidates\\\":\\n+ settings = load_settings()\\n+ ensure_runtime_dirs(settings)\\n+ repo_root = Path.cwd().resolve()\\n+ files = [Path(f).expanduser().resolve() for f in args.files]\\n+ if not args.allow_repo_files:\\n+ for f in files:\\n+ try:\\n+ f.relative_to(repo_root)\\n+ parser.error(\\\"Broker files must stay outside git repo; pass runtime import paths, not repo files\\\")\\n+ except ValueError:\\n+ pass\\n+ conn = connect(settings.db_path)\\n+ try:\\n+ apply_migrations(conn)\\n+ result = stage_docx_candidates(conn, files, use_qwen=args.qwen, dry_run=args.dry_run)\\n+ print(\\n+ \\\"INSTRUMENT_CANDIDATE_STAGING \\\"\\n+ f\\\"candidates_total={result.candidates_total} with_isin={result.with_isin} without_isin={result.without_isin} \\\"\\n+ f\\\"with_ticker={result.with_ticker} with_currency={result.with_currency} \\\"\\n+ f\\\"exact_isin_match={result.exact_isin_match} probable={result.probable} needs_manual_review={result.needs_manual_review} \\\"\\n+ f\\\"confirmed={result.confirmed} importable_confirmed={result.importable_confirmed} blocked={result.blocked} \\\"\\n+ f\\\"qwen_requested={str(args.qwen).lower()} qwen_used={str(result.qwen_used).lower()} qwen_available={str(result.qwen_available).lower()} \\\"\\n+ f\\\"parser_qwen_agree={result.parser_qwen_agree} parser_qwen_disagree={result.parser_qwen_disagree} \\\"\\n+ f\\\"warnings={result.warnings} errors={result.errors} dry_run={str(result.dry_run).lower()}\\\"\\n+ )\\n+ return 1 if result.errors else 0\\n+ finally:\\n+ conn.close()\\n if args.command == \\\"check-data-quality\\\":\\n settings = load_settings()\\n ensure_runtime_dirs(settings)\\ndiff --git a/src/jarvis_finance/dashboard/data.py b/src/jarvis_finance/dashboard/data.py\\nindex 56e215b..b3883b0 100644\\n--- a/src/jarvis_finance/dashboard/data.py\\n+++ b/src/jarvis_finance/dashboard/data.py\\n@@ -806,7 +806,8 @@ def get_data_quality(conn: Connection) -> list[dict[str, str]]:\\n (\\\"Valuation not ready\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown')\\\", \\\"warnung\\\"),\\n (\\\"fehlende FX in Import-Reviews\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%missing_fx%' AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n (\\\"snapshot_only Positionen\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%snapshot_only%' AND mapping_status!='ignored'\\\", \\\"info\\\"),\\n- (\\\"cost_basis_uncertain\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%cost_basis_uncertain%' AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n+ (\\\"Instrument Import Kandidaten unbestätigt\\\", \\\"SELECT COUNT(*) AS c FROM instrument_import_candidates WHERE mapping_status NOT IN ('confirmed','rejected')\\\", \\\"warnung\\\"),\\n+ (\\\"Instrument Import Kandidaten ohne ISIN\\\", \\\"SELECT COUNT(*) AS c FROM instrument_import_candidates WHERE COALESCE(proposed_isin, raw_isin, '')='' AND mapping_status!='rejected'\\\", \\\"warnung\\\"),\\n (\\\"aktive Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active'\\\", \\\"warnung\\\"),\\n (\\\"resolved Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='resolved'\\\", \\\"ok\\\"),\\n (\\\"alte aktive Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND last_seen_at < datetime('now', '-7 days')\\\", \\\"info\\\"),\\n@@ -881,6 +882,43 @@ def get_instrument_mapping_review(conn: Connection) -> list[dict[str, str]]:\\n return rowdicts(rows)\\n \\n \\n+def get_instrument_import_candidates(conn: Connection, status: str | None = None) -> list[dict[str, str]]:\\n+ sql = \\\"\\\"\\\"\\n+ SELECT candidate_id, source_file, platform, account, source_row_number,\\n+ raw_name, raw_ticker, raw_isin, raw_currency,\\n+ CASE WHEN COALESCE(raw_quantity,'')<>'' THEN '' ELSE '' END AS raw_quantity_present,\\n+ raw_asset_class, extracted_by, extraction_confidence,\\n+ proposed_name, proposed_ticker, proposed_isin, proposed_exchange,\\n+ proposed_currency, proposed_asset_class, provider, provider_symbol,\\n+ mapping_status, review_note, created_at, updated_at\\n+ FROM instrument_import_candidates\\n+ \\\"\\\"\\\"\\n+ params: list[object] = []\\n+ if status:\\n+ sql += \\\" WHERE mapping_status=?\\\"\\n+ params.append(status)\\n+ sql += \\\" ORDER BY CASE mapping_status WHEN 'needs_manual_review' THEN 0 WHEN 'probable' THEN 1 WHEN 'exact_isin_match' THEN 2 WHEN 'confirmed' THEN 3 ELSE 4 END, platform, source_row_number\\\"\\n+ return rowdicts(conn.execute(sql, tuple(params)).fetchall())\\n+\\n+\\n+def get_instrument_import_candidate_summary(conn: Connection) -> dict[str, str]:\\n+ def c(where: str) -> str:\\n+ row = conn.execute(f\\\"SELECT COUNT(*) AS n FROM instrument_import_candidates WHERE {where}\\\").fetchone()\\n+ return str(row[\\\"n\\\"] or 0)\\n+ return {\\n+ \\\"candidates_total\\\": c(\\\"1=1\\\"),\\n+ \\\"with_isin\\\": c(\\\"COALESCE(proposed_isin, raw_isin, '')<>''\\\"),\\n+ \\\"without_isin\\\": c(\\\"COALESCE(proposed_isin, raw_isin, '')=''\\\"),\\n+ \\\"with_ticker\\\": c(\\\"COALESCE(proposed_ticker, raw_ticker, '')<>''\\\"),\\n+ \\\"with_currency\\\": c(\\\"COALESCE(proposed_currency, raw_currency, '')<>''\\\"),\\n+ \\\"exact_isin_match\\\": c(\\\"mapping_status='exact_isin_match'\\\"),\\n+ \\\"probable\\\": c(\\\"mapping_status='probable'\\\"),\\n+ \\\"needs_manual_review\\\": c(\\\"mapping_status='needs_manual_review'\\\"),\\n+ \\\"confirmed\\\": c(\\\"mapping_status='confirmed'\\\"),\\n+ \\\"blocked\\\": c(\\\"mapping_status!='confirmed'\\\"),\\n+ }\\n+\\n+\\n def get_instrument_mapping_candidates(conn: Connection, instrument_id: str | None = None) -> list[dict[str, str]]:\\n if instrument_id:\\n rows = conn.execute(\\ndiff --git a/src/jarvis_finance/dashboard/views/page_13_equity_manage.py b/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\nindex e442849..35444d2 100644\\n--- a/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n+++ b/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n@@ -6,6 +6,7 @@ from jarvis_finance.dashboard import data\\n from jarvis_finance.dashboard.components.tables import show_table\\n from jarvis_finance.equity.manage import add_equity_initial_snapshot, add_equity_transaction, add_manual_position_from_catalog, create_manual_catalog_entry, get_equity_management_options\\n from jarvis_finance.fx.overrides import set_manual_fx_override\\n+from jarvis_finance.imports.instrument_candidates import confirm_candidate, reject_candidate, resolve_candidate\\n from jarvis_finance.market_data.candidates import reject_mapping_candidate, select_mapping_candidate\\n \\n PAGE_TITLE = \\\"Equity/ETF Manage\\\"\\n@@ -37,7 +38,7 @@ def render(st, conn) -> None:\\n options = get_equity_management_options(conn)\\n account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n instrument_labels = [_instrument_label(row) for row in options[\\\"instruments\\\"]]\\n- tabs = st.tabs([\\\"Instrument Search / Add Position\\\", \\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Partial Sell\\\", \\\"Full Sell\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n+ tabs = st.tabs([\\\"Instrument Search / Add Position\\\", \\\"Mapping Review Queue\\\", \\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Partial Sell\\\", \\\"Full Sell\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n \\n with tabs[0]:\\n st.subheader(\\\"Instrument Search / Add Position\\\")\\n@@ -96,6 +97,48 @@ def render(st, conn) -> None:\\n st.error(f\\\"Positionsspeicherung abgelehnt: {exc}\\\")\\n \\n with tabs[1]:\\n+ st.subheader(\\\"Mapping Review Queue: PostFinance / True Wealth\\\")\\n+ st.caption(\\\"Staging-Kandidaten aus Broker-DOCX. Mengen sind nur als '' sichtbar; keine produktive Buchung ohne confirmed + separate Import-Freigabe.\\\")\\n+ st.write(data.get_instrument_import_candidate_summary(conn))\\n+ status_filter = st.selectbox(\\\"Status\\\", [\\\"\\\", \\\"needs_manual_review\\\", \\\"exact_isin_match\\\", \\\"probable\\\", \\\"confirmed\\\", \\\"rejected\\\"], key=\\\"instrument_candidate_status_filter\\\")\\n+ candidate_rows = data.get_instrument_import_candidates(conn, status=status_filter or None)\\n+ show_table(st, candidate_rows)\\n+ labels = [f\\\"{r['candidate_id']} | {r['platform']} | {r.get('raw_ticker','')} | {r.get('raw_isin','')} | {r['mapping_status']}\\\" for r in candidate_rows]\\n+ selected_label = st.selectbox(\\\"Kandidat auswählen\\\", labels, key=\\\"instrument_candidate_select\\\") if labels else None\\n+ review_note = st.text_area(\\\"Review-Notiz (Pflicht für Confirm/Reject)\\\", key=\\\"instrument_candidate_note\\\")\\n+ manual_isin = st.text_input(\\\"ISIN manuell ergänzen/korrigieren\\\", key=\\\"instrument_candidate_isin\\\")\\n+ manual_ticker = st.text_input(\\\"Ticker manuell ergänzen/korrigieren\\\", key=\\\"instrument_candidate_ticker\\\")\\n+ manual_exchange = st.text_input(\\\"Exchange manuell ergänzen/korrigieren\\\", key=\\\"instrument_candidate_exchange\\\")\\n+ manual_currency = st.selectbox(\\\"Währung manuell ergänzen/korrigieren\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"instrument_candidate_currency\\\")\\n+ st.info(\\\"Ticker allein reicht nie für Auto-Import. ISIN oder Ticker+Exchange+Währung werden für confirmed verlangt.\\\")\\n+ if st.button(\\\"Resolver erneut anwenden\\\", key=\\\"instrument_candidate_resolve\\\"):\\n+ try:\\n+ if not selected_label:\\n+ raise ValueError(\\\"candidate is required\\\")\\n+ result = resolve_candidate(conn, selected_label.split(\\\" | \\\", 1)[0])\\n+ st.success(\\\"Resolver ausgeführt; Status aktualisiert.\\\")\\n+ st.write(result)\\n+ except Exception as exc:\\n+ st.error(f\\\"Resolver abgelehnt: {exc}\\\")\\n+ if st.button(\\\"Kandidat bestätigen\\\", key=\\\"instrument_candidate_confirm\\\"):\\n+ try:\\n+ if not selected_label:\\n+ raise ValueError(\\\"candidate is required\\\")\\n+ confirm_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note, proposed_isin=manual_isin or None, proposed_ticker=manual_ticker or None, proposed_exchange=manual_exchange or None, proposed_currency=manual_currency or None)\\n+ st.success(\\\"Kandidat bestätigt; Audit-Log geschrieben. Noch keine Portfolio-Buchung.\\\")\\n+ except Exception as exc:\\n+ st.error(f\\\"Bestätigung abgelehnt: {exc}\\\")\\n+ if st.button(\\\"Kandidat ablehnen\\\", key=\\\"instrument_candidate_reject\\\"):\\n+ try:\\n+ if not selected_label:\\n+ raise ValueError(\\\"candidate is required\\\")\\n+ reject_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note)\\n+ st.success(\\\"Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\n+ except Exception as exc:\\n+ st.error(f\\\"Ablehnung abgelehnt: {exc}\\\")\\n+ st.caption(\\\"Finaler Initial-Snapshot-Import bleibt absichtlich außerhalb dieser Review-Aktion und braucht separate Freigabe.\\\")\\n+\\n+ with tabs[2]:\\n st.subheader(\\\"Aktie/ETF als Initial Snapshot hinzufügen\\\")\\n account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=\\\"equity_add_account\\\") if account_labels else None\\n asset_class = st.selectbox(\\\"Assetklasse\\\", [\\\"stock\\\", \\\"ETF\\\"], key=\\\"equity_add_class\\\")\\n@@ -196,15 +239,15 @@ def render(st, conn) -> None:\\n except Exception as exc:\\n st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n \\n- transaction_form(tabs[2], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n- transaction_form(tabs[3], \\\"Teilverkauf erfassen\\\", \\\"partial_sell\\\")\\n- transaction_form(tabs[4], \\\"Vollverkauf erfassen\\\", \\\"full_sell\\\")\\n- transaction_form(tabs[5], \\\"Dividende erfassen\\\", \\\"dividend\\\")\\n- transaction_form(tabs[6], \\\"ETF-Ausschüttung erfassen\\\", \\\"etf_distribution\\\")\\n- transaction_form(tabs[7], \\\"Fee erfassen\\\", \\\"fee\\\")\\n- transaction_form(tabs[8], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n+ transaction_form(tabs[3], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n+ transaction_form(tabs[4], \\\"Teilverkauf erfassen\\\", \\\"partial_sell\\\")\\n+ transaction_form(tabs[5], \\\"Vollverkauf erfassen\\\", \\\"full_sell\\\")\\n+ transaction_form(tabs[6], \\\"Dividende erfassen\\\", \\\"dividend\\\")\\n+ transaction_form(tabs[7], \\\"ETF-Ausschüttung erfassen\\\", \\\"etf_distribution\\\")\\n+ transaction_form(tabs[8], \\\"Fee erfassen\\\", \\\"fee\\\")\\n+ transaction_form(tabs[9], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n \\n- with tabs[9]:\\n+ with tabs[10]:\\n st.subheader(\\\"Aktuelle Equity/ETF Übersicht\\\")\\n show_table(st, data.get_positions(conn))\\n st.divider()\\ndiff --git a/src/jarvis_finance/storage/migrations.py b/src/jarvis_finance/storage/migrations.py\\nindex 554de9b..07f49b1 100644\\n--- a/src/jarvis_finance/storage/migrations.py\\n+++ b/src/jarvis_finance/storage/migrations.py\\n@@ -6,8 +6,8 @@ from sqlite3 import Connection\\n \\n from .schema import INITIAL_SCHEMA_SQL\\n \\n-MIGRATION_VERSION = 14\\n-MIGRATION_NAME = \\\"014_candidate_ranking_decision_pack\\\"\\n+MIGRATION_VERSION = 15\\n+MIGRATION_NAME = \\\"015_instrument_import_candidates\\\"\\n \\n INSTRUMENT_OPTIONAL_COLUMNS = {\\n \\\"position_category\\\": \\\"TEXT\\\",\\n@@ -431,6 +431,50 @@ def _create_fx_market_data_tables(conn: Connection) -> None:\\n conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n \\n \\n+def _create_instrument_import_candidates(conn: Connection) -> None:\\n+ conn.executescript(\\n+ \\\"\\\"\\\"\\n+ CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n+ candidate_id TEXT PRIMARY KEY,\\n+ source_file TEXT NOT NULL,\\n+ platform TEXT NOT NULL,\\n+ account TEXT,\\n+ source_row_number TEXT,\\n+ raw_name TEXT,\\n+ raw_ticker TEXT,\\n+ raw_isin TEXT,\\n+ raw_currency TEXT,\\n+ raw_quantity TEXT,\\n+ raw_asset_class TEXT,\\n+ extracted_by TEXT NOT NULL DEFAULT 'deterministic_parser',\\n+ extraction_confidence TEXT NOT NULL DEFAULT 'low',\\n+ proposed_name TEXT,\\n+ proposed_ticker TEXT,\\n+ proposed_isin TEXT,\\n+ proposed_exchange TEXT,\\n+ proposed_currency TEXT,\\n+ proposed_asset_class TEXT,\\n+ provider TEXT,\\n+ provider_symbol TEXT,\\n+ mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n+ review_note TEXT,\\n+ created_at TEXT NOT NULL,\\n+ updated_at TEXT\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_SaNdLMCyQgREtcQf0GWmfpc3" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_weGXNBIshTQYNCYWCQH02cx9", "call_id": "call_weGXNBIshTQYNCYWCQH02cx9", "response_item_id": "fc_0d36c2608064642b016a077997218c81918b3f88a2a9018f8f", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" (\\\"cost_basis_uncertain\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%cost_basis_uncertain%' AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n (\\\"Instrument Import Kandidaten unbestätigt\\\", \\\"SELECT COUNT(*) AS c FROM instrument_import_candidates WHERE mapping_status NOT IN ('confirmed','rejected')\\\", \\\"warnung\\\"),\",\"old_string\":\" (\\\"Instrument Import Kandidaten unbestätigt\\\", \\\"SELECT COUNT(*) AS c FROM instrument_import_candidates WHERE mapping_status NOT IN ('confirmed','rejected')\\\", \\\"warnung\\\"),\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Reviewing code changes**\n\nI noticed we removed the \"cost_basis_uncertain\" data quality check when we should have added it instead. That's a bit concerning since it might lead to a regression issue. I need to ensure that we re-add this check before finalizing the instrument patch to maintain functionality. It's all about catching these small details to prevent problems down the line! Let's make sure we get it right.", "reasoning_content": "**Reviewing code changes**\n\nI noticed we removed the \"cost_basis_uncertain\" data quality check when we should have added it instead. That's a bit concerning since it might lead to a regression issue. I need to ensure that we re-add this check before finalizing the instrument patch to maintain functionality. It's all about catching these small details to prevent problems down the line! Let's make sure we get it right.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3mXFRPBNAXKN4VHRP0Lqf0ah32PbwUTa7NodT2koqb6HnBNoVUMPOKetmAdsgKn9GXt_GsKMBqjS0_yoMv37kOnQG_S-dMedumwHgd1LDGqWFAjQtuqQ7zL14hsBodqfgyY5CA5DpA5BXiC3E30xxU2X2cNlEBfm_2Iti98AFnTDtlgGBvlhzMPRiydMuxQnRJo-7CSwNl65dOTPq-xEZlXIik7OJllWmKj0WUUvzQSYdl8E1unAqzmZvN9xyFxRE_WF_0fb7WVE1YJ3uQIRdHtjLKrDXemAQKbu_selXlfDR5bAMu2lNBuMIKf5nPI_bQN-CkGVpqR5ulUQx6-zF5-f97XlwbGH000O_6RnkUwYr0ulJsapi14q0miYybHbqvDwFrfvcsnvWzkCcUc4bOGrZhub9sXHwgcSz47lDxogo2aHOOfvBa7hrw60hWLn_QdxA8N08XMFBFOE6vMDljuu-T2Iz8d5smlheiXIOfXjAODE6MtRXMk_AJrfv5H8sztqntJ0LBGzMIpMUUxxcjY2tyFKDXosi5XM1YlKuq3WVYXzUwemzoO3O80UznmD4-7nY79SbG52JcyppIb9Q375r7ww7JkgXXv5kOrcMOfm09M5FY9Qtl03Zyax3bi4dl9kaNfq-vk9fV5njigT8YtOTAPaZRoUI1_E4AGRGfjuyEWUziYmExtAT5xuzA-J0-xiJPNUYn_BAcxnrJLTDKp-ZRa5Ytu7Ag5RcHhZXXqVIoxfDaCI-mR0_mjsXNByuDFTS6GZlbNuMds_6UDJazyc7NrlIwJixHw9MjMfd4zl6r3mLLJRhRcui5bl037X4_zJ4w6zh5mjNp9TqVloiMeGIGpe-THmh_Vo4zE0AxRF9xykLrHgj5XMbVTxNRCCg-oXL707QQgJjos3Dwd7Pdc0x4mbvOnwmVQRruSeHJ4yZmd-PSjCK_PhIY_4-cIV9uITh1Tot7fqop9IEoeyIiVkZpBWpjqB-bFTiz4eJBoLZBhcE3dQsfqDYrhcb7rdEvS4QqIyqH5cJG0yrtv21U-N93NX5JXuIcmNiZ7P7uAwucdofJMwkL3QHvveI1FK7Udt7B_phgWgBgZWPfBCc_9_v_P8tCDeBXChFs1rjHgoHf-oGP05ART9kBsCRBV_mKe", "id": "rs_0d36c2608064642b016a077994baa48191add36ded903c2661", "summary": [ { "type": "summary_text", "text": "**Reviewing code changes**\n\nI noticed we removed the \"cost_basis_uncertain\" data quality check when we should have added it instead. That's a bit concerning since it might lead to a regression issue. I need to ensure that we re-add this check before finalizing the instrument patch to maintain functionality. It's all about catching these small details to prevent problems down the line! 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Running pytest creates a cache, which is fine before a commit, but I should check my git status and the diff stats first, ensuring there are no unexpected DOCX files. I’d like to push my commits after that. It seems like a good idea to rerun the full pytest since 252 tests passed before the last small patch. 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[ 28%]\\n........................................................................ [ 57%]\\n........................................................................ [ 85%]\\n.................................... [100%]\\n252 passed in 13.11s\\nGIT_SAFETY_OK\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_KVLHCHjfYnECiNUkOmMcdSdL" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_CbVPeCNK2HUgYYwrLxd2jCyQ", "call_id": "call_CbVPeCNK2HUgYYwrLxd2jCyQ", "response_item_id": "fc_052b9d6e1b2d0b84016a077a0c0678819186d5fbc2b1fe197a", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"git status --short && git diff --stat && git add src/jarvis_finance/cli/main.py src/jarvis_finance/dashboard/data.py src/jarvis_finance/dashboard/views/page_13_equity_manage.py src/jarvis_finance/storage/migrations.py src/jarvis_finance/imports/instrument_candidates.py tests/unit/test_schema.py tests/unit/test_instrument_import_candidates.py && git commit -m \\\"Add equity instrument import review workflow\\\" && git rev-parse --short HEAD && git push\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3oLo_Nytsxj91v1z8IwScPKgLEC7kZL4Fz_slH_wnf_MBCDFvnNVrJcRtNKrIWyvW6yZmpqvDDZpeWG7F0zbtAHaM7x-0qrh4C87o4mm2bJKaSOvyq-VeJ0TWxUQUchayPVTu6lis6sqOeVZ2Odf4YS0SzzGTYP7ydYkIRnL7BodrBFGnfR2wO07GPh3H8o9ngkqzb82TESvXU67zmHuLN6FKsBNiPm-OQvKnzSDlCwz3_Z7fjEq3kh9gm-h6U-AiyDdeXinuAsT0Rhd3cnb_EeRltyUlBqhZK4rppQWMF4hVljQ9rk8g6Ku6KjVR1bjwSeihg9popPKXAPp-UMbSUudcYF5x8-lXMk3yDbW8KBgxFh9DX1tPLE5GhlUge-d1V6r4UJMKC8F9nEV3tG5KlJsKlZJwmd3z2rUL-p20nva3ZfgLnMypV_q9u-d1VQcBcP8jnY8wfqcDw82fcGk6vpyb996Gchv4-RePKMqDgWdvBp0zV2ForJXTLZ7FX0yEqaFNBYP7FQlplEk9CGzFCDW7i30n_UKKkbOJ5d7uvEvctZRsda5ELZoRpyMMIdsygFiZN1eQD6dF-fhTPNhX04vyjsouIRZi7hLTr6ST1Rf2_fiqa3ij0-0URf3ZESIYiBtlAWxmYAl18a9F__GREF-bWhIWynrByAv9OO4f0VmKAdpUkfMXAN7bRm91EHw7GKYpEs7Dwg4b4GlUO4Q2Fb2DB2i0yP1E8AYStPlOR2c7F9ySBJKI8d28vJWYBr2EmRIusEV4VbAi1ILor-aEf5Cndk28Z2-Hy9N26vqFmUpdKvkTT7rSpUirRzkXzKAYP5xXQ2ugCoVU3cmv04qPnocWF_zA13x3I8yxc6fomDIlLUKgbIwotaBSXG038Aai9HsqREok8cm8iEcRfcZvGe7z_67Ph9keUpubeSFq21iLg=", "id": "rs_052b9d6e1b2d0b84016a077a0b9560819181e094b7bd775c07", "summary": [] } ] }, { "role": "tool", "content": "{\"output\": \"M src/jarvis_finance/cli/main.py\\n M src/jarvis_finance/dashboard/data.py\\n M src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n M src/jarvis_finance/storage/migrations.py\\n M tests/unit/test_schema.py\\n?? src/jarvis_finance/imports/instrument_candidates.py\\n?? tests/unit/test_instrument_import_candidates.py\\n src/jarvis_finance/cli/main.py | 35 +++++++++++++\\n src/jarvis_finance/dashboard/data.py | 39 ++++++++++++++\\n .../dashboard/views/page_13_equity_manage.py | 61 ++++++++++++++++++----\\n src/jarvis_finance/storage/migrations.py | 49 ++++++++++++++++-\\n tests/unit/test_schema.py | 2 +-\\n 5 files changed, 174 insertions(+), 12 deletions(-)\\n[main 71d07c8] Add equity instrument import review workflow\\n 7 files changed, 810 insertions(+), 12 deletions(-)\\n create mode 100644 src/jarvis_finance/imports/instrument_candidates.py\\n create mode 100644 tests/unit/test_instrument_import_candidates.py\\n71d07c8\\nfatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden\", \"exit_code\": 128, \"error\": null}", "tool_call_id": "call_CbVPeCNK2HUgYYwrLxd2jCyQ" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_8nRlpv7LpoGvVLkWfsZ8zoLG", "call_id": "call_8nRlpv7LpoGvVLkWfsZ8zoLG", "response_item_id": "fc_06364182666fad9f016a077a146a708191a16d1e566dbc2917", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"github-pr-workflow\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Troubleshooting Git Hub Auth**\n\nI'm facing an issue with a failed authentication on a push. It seems like I might need GitHub authentication here. I wonder if using a specific skill could help with this? I remember loading the PR workflow earlier, but it’s not showing up now. The user is asking about the push, which means I have to match it with the GitHub PR skill. Before moving forward, I should check the remotes and use the git config to sort this out.", "reasoning_content": "**Troubleshooting Git Hub Auth**\n\nI'm facing an issue with a failed authentication on a push. It seems like I might need GitHub authentication here. I wonder if using a specific skill could help with this? I remember loading the PR workflow earlier, but it’s not showing up now. The user is asking about the push, which means I have to match it with the GitHub PR skill. Before moving forward, I should check the remotes and use the git config to sort this out.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3oUrL6RTsaRCvHRyIkP8bTTW3VG0gF4zdmMOBoxIz1HoHXIlFEjgZqkEjw-rfObk9VFkEmJn92KlxZeoEVPO484Z2dCBIfpzfGjwGwd79XyMH_LftdfZahEbY97uRpEx4zrewB2gEQ23l99kfJTsQ-uTs4YOE4mel6MJZ7PYkAyS_55JNeTJhm39-1S3Y47NzqYapUsGa658xAOlfeJEGIknQn58HAeJYCyFIZfkamk-JrE8lyOD_T5vJhvaoASMSLri94iypf2uOxJexdyh2CihPonfMSzTMW7XVEUqNXENiOam6OSmaTsMyH0qJjv8q2h-uDA3rbLqEf0W_lTMWIHC6o08qoCN7EpMrZGNzOByNKy_c1nlcP6oFVk-o5tT5vwKl0fajDw7R98eekWkd_VmXLpXKK27a5u9_0GP9ZpTBew8Zu-Om8A7ZqQY-e9xUWhPB1Il_L8fSrcog4HBqSbqlXiE9BtPEvZSg-FtFaex8VchY-HcIR7aRwfYskSVlmTTaWBbLTHz8OOcB9qqU13Lj_j37U6I-6e5SZnK5pRYrQY19WoQDRqiPkfGMP0s5GTtcCcPSb4R92RjKyv9vlNtk2d97FXe3nQN6H5RrIorr8TeUrYuJNGt9Pu50T-Ej5bkSn0IxSoJiCosUuzfKJxUeDTBvTzb2IyfnpI7-k7KU8D4h_5GAJL3k484Hd0P28ise5T2pti-aLmL_QfGJTIEmTC7sOLfJ1--uMqaKiChAhOj0U0OHUUrdeEMPB93GLsR2r85do3YS53xGM7YTuvJ5031QIoL_SGoYJmAIO-mVk3ka7nhel-gDD5FmIyAH8CiSBM2Z-h-MBORGdcU0Fia7tT5xWhuAoRnL2fQ8hsL0b35NS_8t346oZaMosBSSQseYDOwujTDex8fdaQ5Zke4FxWPTYqNrRNLEPmea6A1vieRCCSVg5ZDPw_pw6vIKayapueRRx4a5FwKPYSJ58rkxmTpG6iiXs6yq4ipGGCI19GCT6TO93XRV_zpRA2TZlxS9qwVkIrsrci5tV_sQ_adcLVQ3HKkMKu9ND4c6weetphbu7H8mU6TiZXUS8Fq_wFByHZRCoSVllyxbFAIcJPQRC7gcrCSdicOSA8N_qPBaz7PbLuWhrP0D0CbiMCMbhfRhhpoA-Q9rOAzyoILkhW3lJn_IDb5ymDIt7RtbwOPHx-RkgxliSyMXimEyaSLFIrBX_9X3KXNV-hCHxTSbDVVpF8i8UVZcBNXV33Q7KOgsXaBgCIstnVO9kaU-hNyPKRriGeoT6OFQOVyrdTU_T0561ssHOXPuIjckHwv6yE1Qs=", "id": "rs_06364182666fad9f016a077a119c9481918681b16816dee434", "summary": [ { "type": "summary_text", "text": "**Troubleshooting Git Hub Auth**\n\nI'm facing an issue with a failed authentication on a push. It seems like I might need GitHub authentication here. I wonder if using a specific skill could help with this? I remember loading the PR workflow earlier, but it’s not showing up now. The user is asking about the push, which means I have to match it with the GitHub PR skill. Before moving forward, I should check the remotes and use the git config to sort this out." } ] } ] }, { "role": "tool", "content": "{\"success\": true, \"name\": \"github-pr-workflow\", \"description\": \"GitHub PR lifecycle: branch, commit, open, CI, merge.\", \"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"], \"content\": \"---\\nname: github-pr-workflow\\ndescription: \\\"GitHub PR lifecycle: branch, commit, open, CI, merge.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [GitHub, Pull-Requests, CI/CD, Git, Automation, Merge]\\n related_skills: [github-auth, github-code-review]\\n---\\n\\n# GitHub Pull Request Workflow\\n\\nComplete guide for managing the PR lifecycle. Each section shows the `gh` way first, then the `git` + `curl` fallback for machines without `gh`.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n- Inside a git repository with a GitHub remote\\n\\n### Quick Auth Detection\\n\\n```bash\\n# Determine which method to use throughout this workflow\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n AUTH=\\\"gh\\\"\\nelse\\n AUTH=\\\"git\\\"\\n # Ensure we have a token for API calls\\n if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n fi\\n fi\\nfi\\necho \\\"Using: $AUTH\\\"\\n```\\n\\n### Extracting Owner/Repo from the Git Remote\\n\\nMany `curl` commands need `owner/repo`. Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n -d \\\"{\\n \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n print(f\\\\\\\" {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n print(f\\\\\\\" {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n STATUS=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n echo \\\"Check $i: $STATUS\\\"\\n if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n break\\n fi\\n sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=\\ncurl -s -L \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add \\ngit commit -m \\\"fix: resolve CI failure in \\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n -d \\\"{\\n \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/graphql \\\\\\n -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. Merge when green (see Section 6)\\n```\\n\\n## Useful PR Commands Reference\\n\\n| Action | gh | git + curl |\\n|--------|-----|-----------|\\n| List my PRs | `gh pr list --author @me` | `curl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\"https://api.github.com/repos/$OWNER/$REPO/pulls?state=open\\\"` |\\n| View PR diff | `gh pr diff` | `git diff main...HEAD` (local) or `curl -H \\\"Accept: application/vnd.github.diff\\\" ...` |\\n| Add comment | `gh pr comment N --body \\\"...\\\"` | `curl -X POST .../issues/N/comments -d '{\\\"body\\\":\\\"...\\\"}'` |\\n| Request review | `gh pr edit N --add-reviewer user` | `curl -X POST .../pulls/N/requested_reviewers -d '{\\\"reviewers\\\":[\\\"user\\\"]}'` |\\n| Close PR | `gh pr close N` | `curl -X PATCH .../pulls/N -d '{\\\"state\\\":\\\"closed\\\"}'` |\\n| Check out someone's PR | `gh pr checkout N` | `git fetch origin pull/N/head:pr-N && git checkout pr-N` |\\n\", \"path\": \"github/github-pr-workflow/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/github/github-pr-workflow\", \"linked_files\": {\"references\": [\"references/conventional-commits.md\", \"references/ci-troubleshooting.md\"], \"templates\": [\"templates/pr-body-bugfix.md\", \"templates/pr-body-feature.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"]}}}", "tool_call_id": "call_8nRlpv7LpoGvVLkWfsZ8zoLG" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_4CDlhB7aghrcchgn4vaWllTQ", "call_id": "call_4CDlhB7aghrcchgn4vaWllTQ", "response_item_id": "fc_0bbcb688c99af88e016a077a17fd088191889d89483ef5415d", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"git remote -v && gh auth status || true && git branch --show-current\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"output\": \"origin\\thttps://github.com/Gamexgit/FinanceManager.git (fetch)\\norigin\\thttps://github.com/Gamexgit/FinanceManager.git (push)\\n/usr/bin/bash: Zeile 3: gh: Befehl nicht gefunden\\nmain\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_4CDlhB7aghrcchgn4vaWllTQ" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_HCcONmX5vAOZFtQRgZJpH2Ax", "call_id": "call_HCcONmX5vAOZFtQRgZJpH2Ax", "response_item_id": "fc_047514bba1c36188016a077a1dbb688191966629ad33023a1e", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nprint('exists', p.exists(), 'mode', oct(p.stat().st_mode & 0o777) if p.exists() else '')\\nif p.exists():\\n txt=p.read_text().strip().splitlines()\\n print('lines', len(txt), 'header', txt[0].split(',')[0] if txt else '')\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Checking finance token setup**\n\nI need to figure out how to handle the finance token stored in a CSV file without exposing it. I’m thinking about loading the CSV and parsing it, maybe using some Python or shell commands to extract the necessary info. It seems I need to set the `GITHUB_TOKEN` from that CSV, and also ensure I have the correct remote setup with the environment credential helper. I want to get this right!", "reasoning_content": "**Checking finance token setup**\n\nI need to figure out how to handle the finance token stored in a CSV file without exposing it. I’m thinking about loading the CSV and parsing it, maybe using some Python or shell commands to extract the necessary info. It seems I need to set the `GITHUB_TOKEN` from that CSV, and also ensure I have the correct remote setup with the environment credential helper. I want to get this right!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3odAQ5-6jXGp6ZjBy_wmQHNZKG_a44uSlDBD4GbOlxVIW2ZF09Tk_bZtzf0VDNRRK0rNXj11GyxWMcj3HtQGw8R7lV5_tjcb0e87nLIylnEkvdAyFJ2RmZVnvTZgCP67cBTNIoXKYJjBEm60CrHWG83bhMncc3UZMNxByI_VvAW4Y-lVW7VKD1srk4h9zuai2yKWQzY8n8tCKhDK1NpLqgC_3oE9F4zcrr1dSq3YUh2hTsb8uyvG1oJPCnkRzgtw1UfiyIOJ1VbFPYHsZit73Sq1Gf04-gIShrgEcfdcd_lEJRf6BbSzqB44Ojz52KWYSFbisuWXSBrjeKDiDCCOUHXgl_2JoVMwsACceCQJpC-p0S8KPpF-zRdLnN3KlEU1EZsGCKgu0lhPCvaQoaEDRvIg4EcNElsKJTrdFTG0-nOHRXTWpo-XByJbwY1cN47X3vKOb3KTmiNNqXyFGYniHgIcpsIZ1-yF1Ldq9uxqEgRorRO6A6gdjnO3iW8oc0BvM6sPfqeezQS6SrXFb0phZPjhO_5pGn9i6WiByo-FVRz0Jk6RFikEXTAykUhFqy1ZvD89dJm1i2lfUkHnwQ4Lx6O-KcWQJwi6I_kcFTLQJbBK8APU-KNpGxexO16BHm3WzbkMaxxXJcK1mhESGGwIIV7rN_EyA0pHsycSGw-MxpXURQ9neH4R14VmGiussYwLzNTn8xcuoiTkBfgj8f5GJ1Xh9wv69WpsFB-n5xtCK9JmZAk7u4Qa4tWIGU5WkhiOzIyxapepriFD9AkcCaavc3UFNFoBSO0zGxwLEFXlb1ECqIKFmH8OXba1uk2wrylIKeBpgaNuayK89TykMIAjTABD3-jL_lr_PK5qC3JBLXo3lwufe3AeMa5GjUpRyMhgl1cRxh308YpWPW1JfJ0kLnmrd9s6mRE_NvKyVSSgb0LqN-hj5faFY4P1Q5EGMT3YfO86qrF7jG0hpRdE6f0bpUD_tbqCB87qycf9u3H8sSZQJg6dR8qKao3QDMTycsw5ac_pPARl1gyo7rYDwaRrFadQ1eOuTkS4to3xzgnAT2BH5qTeyItQhllLRriMc9J4niyZumrxqcQvf31nbuqGVIJgH-1p6eI9ElrKymY1fGFK8-Dt1RviBdhdFih3fADJrQpsRyGV0Tl5CfSOdtBoD2ZSxUKDQac3hgzU4Lv2U1bpgl9xr9njTElPnKXEKaDivihBfinW5no4x_wr_pQehRwww==", "id": "rs_047514bba1c36188016a077a1b413c8191908d56d54f9727a5", "summary": [ { "type": "summary_text", "text": "**Checking finance token setup**\n\nI need to figure out how to handle the finance token stored in a CSV file without exposing it. I’m thinking about loading the CSV and parsing it, maybe using some Python or shell commands to extract the necessary info. It seems I need to set the `GITHUB_TOKEN` from that CSV, and also ensure I have the correct remote setup with the environment credential helper. I want to get this right!" } ] } ] }, { "role": "tool", "content": "{\"output\": \"\", \"exit_code\": -1, \"error\": \"Foreground command uses '&' backgrounding. Use terminal(background=true) for long-lived processes, then run health checks and tests in follow-up terminal calls.\", \"status\": \"error\"}", "tool_call_id": "call_HCcONmX5vAOZFtQRgZJpH2Ax" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_iNta3l1gLIZyFG2JXNJ8iLfm", "call_id": "call_iNta3l1gLIZyFG2JXNJ8iLfm", "response_item_id": "fc_06707069053e6b85016a077a21eebc8191ad736ea208c92239", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nprint({'exists': p.exists(), 'mode': oct(p.stat().st_mode % 512) if p.exists() else None})\\nif p.exists():\\n txt=p.read_text().strip().splitlines()\\n print({'lines': len(txt), 'header_first_col': txt[0].split(',')[0] if txt else ''})\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3ohujPC9QJeCUZ59_KJR_9NUSYSPOWaNW5RBSJUEk8mGVjflaP_1Lsz2Ymi0uaxpyDpZdUmcWaR1yH1FWb0jHlBGOFDh-W4bSjdpZpvGevZiMZuksdOYMuLV0IvZf1tUQ6zrB-fD7fFMEZy1nB0LY2puGOkh_jj66bs2bpoxpVopnAHGppYP1WuUgzZeenhHUbF0yiRpzfq9NTmRjHVODR3PAB0BFK6nu_gkGfgtwMdt_2r_godZuPaERt7SS6EqJhI2OTNp2JlDecPktYURZ1FC6lDhifH41l3VkBP6GesyFdS8pvVs5j7bbKnFKd2UD2NxBkEEeA3_kpMdM0LAlLm1sgOSo7tgT-Ir3G5Ln-t1xK68Omw6Guw9MQx8Vl-QZqqolnR9hew0F1ECnVxvLG-f7vlRd4pNGznH7hprCRUUJgtVaVvkkfWrmNpIAJaLTECeoXMVxfPvt_lAYb13AKku002VN_M_f-gF7Sr30dirCjA9dhMD4nHKoOZnlH3kw8zEpgqukLYXDgdI13BWD1X4VVe_M6_IJav2Oj5NiKYp0cYIpNlxv77gCbWLdVOIOpMrPg2e8MgKRhHdUtliVp10lsjbX7xmGJah9iLN5HKuJT4yy3RMOny7Cc1BD9TqIdmesu4Rhv7P-eBs72W6PTLwKUjmKisKryNvXi89VOT0ap0tN9utayP-V3UYbjS_pq0cVeq3nWJJiK93zzgqDC2AMoK7FF_Xpyme-9ba4r74Se1fdzMD6t6O7sIx9wyhf1_Q3KhssNuC9YKZk5qvIM5WYMs6IU3AsZ9WT_3czZos_rtudxjrhUtwohI2bCWfna_wZm_hQOODGowOd6tOWm6-wyqZy4zXte7JgGfTkW8jRZ-8R0QiO6UqqrZ93i2_asH37xE5384cuEuwR_5iRXjGsq2VCRiVck_2XFLM_EJT4_n_t0EaRAh6oCQaHQIqKtTuUNjXlc5slo3GPHZDWTHbWIloH9neFaBqwSLZ0rHOYo=", "id": "rs_06707069053e6b85016a077a213f3c8191bd50fe4724286630", "summary": [] } ] }, { "role": "tool", "content": "{\"status\": \"success\", \"output\": \"{'exists': True, 'mode': '0o600'}\\n{'lines': 2, 'header_first_col': 'https://github.com/Gamexgit/FinanceManager.git'}\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}", "tool_call_id": "call_iNta3l1gLIZyFG2JXNJ8iLfm" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_DcBeqptPVRiAQtv7VpzOo2g2", "call_id": "call_DcBeqptPVRiAQtv7VpzOo2g2", "response_item_id": "fc_0943265d602c0e33016a077a329cdc8191a27d5486e2776928", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\nimport csv, os, stat, subprocess, tempfile\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nrows=list(csv.reader(p.read_text().splitlines()))\\n# Token is the non-URL field in the data row; do not print it.\\nflat=[cell.strip() for row in rows for cell in row if cell.strip()]\\ntoken=next(cell for cell in flat if cell.startswith(('ghp_','github_pat_')) or len(cell)>20 and 'github.com' not in cell and cell.lower() not in {'token','url'})\\nask=Path(tempfile.mkdtemp())/'askpass.sh'\\nask.write_text('#!/bin/sh\\\\ncase \\\"$1\\\" in\\\\n*Username*) echo x-access-token ;;\\\\n*) printf %s \\\"$GITHUB_TOKEN\\\" ;;\\\\nesac\\\\n')\\nos.chmod(ask, 0o700)\\nenv=os.environ.copy(); env['GIT_ASKPASS']=str(ask); env['GITHUB_TOKEN']=token; env['GIT_TERMINAL_PROMPT']='0'\\nproc=subprocess.run(['git','push','origin','main'], cwd='/home/agent/.hermes/repos/FinanceManager', env=env, text=True, capture_output=True, timeout=180)\\nprint('push_exit', proc.returncode)\\nprint(proc.stdout.replace(token,'[REDACTED]'))\\nprint(proc.stderr.replace(token,'[REDACTED]'))\\nraise SystemExit(proc.returncode)\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3oyZwCN5wpLB_cOBxlgYj4rJBjZ6IG7RXUnQbgDKyHbbPsEo1E_LY1t7YDxnMH0M4IkZiIIG4IrqUc7DXmt_b3hYZ8AjGXZBWM85iFThMPklu_rj08TpA5FEq82CphFB54v-N4WV5Z1p-4HzZxU5MS4vua2uBGJDNs6TvsJPia0TdxUKxTHotBFCDy6BnuCX7gibhqwUfVcTZ_WqJaBi-8WkhBcTL39ZJn1igWVK2XuMYv0UHP0gJsqRQElumEavHQxEnNiwQygjS1vXzCO0Mr7rx9V0q46T2kpmNQKEJ5YAriBjNuzHp56YHDtbTXP8UJM3oX8JeZSLbqh420CJ_vWtWqU5wtquDABtt-H5kHYg2v7SySZpqjWOiByuJcZAfSsWAzA347YhyQ1Kar7k18yYj8kDwHUNlkkDR2eXjoW-nT8oFjAIRJxAApeBLtvbD5DkTRE0IpFp1JWOqsy0dx1mTdcojsCay9bzn6R_s_MHIxQpb01GYDaztseYqLS7FZmyK803EIN-AmCeVdtgzis_zNOtv8LJGzd6N8CmUAYgiiehfyC0Ruv_DvLQWY0X2zjZUAgrqmwKsZ5zIDpotqAnI1raJZi-Z_nLFSnf-kJgeEEu8VfqJOZHXSw__EjqZxZkjWAHZ2R4msOssVGwGz9Fdwyc0MTOsfCm3kFEhnTDp7I_VFJVL7I02WTewD6HGQSDZjifvv2rvv1mWZlLWJ-B0f6opV5coWRHaplyu7eEVRRGDppbC2dw8l8_RkrOxV4Nys3NBdmKoSom7g8-HYj401xbLcMbSvWxrub0Ls4j75o2BnzLDBXWfmbO6IM_hip-g1nJKmAdL978r4mXf6IkW5cfSJMQIzLr9DpEJBljtL7pB-SlE_KlGQoVd7Tjq3jICK2KvjY37D9_zk4-nbE82vosWWVIL9aXBPyNFVPQ0lbs1mzIcjcACy9lgKGKYA714jzpeH4Xg5j2FeElMFminHbZUAquDYbagS-PYcLyPAId7Z4HgfyLFQKwdqxx3sMLAnReHUGBU3tA-OPh21K-_ofCk-w4OcJi1jGsEMSMIdB3_W82ZSXsRz3hqQMmQ2T2Yp-jZr8nDApa5nMwiFB0vXkd64fIVkdRQWgQDX2r36rS_Hr4Qvca0GVMk_KUvO3xetjTcdvUQhiR9g8EJZix_FYlf-wkQHh9FFGxKBqS_UMTS5lU63rSc77bLajMg-OAsH443FSNB_v3l2Op7WE-1FQw90zLfxho7TOVHIovHql8BbRYAnH4IisHQonIrWo", "id": "rs_0943265d602c0e33016a077a2fe5108191affee2e0f0e67415", "summary": [] } ] }, { "role": "tool", "content": "{\"output\": \"push_exit 0\\n\\nTo https://github.com/Gamexgit/FinanceManager.git\\n 5fc8308..71d07c8 main -> main\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_DcBeqptPVRiAQtv7VpzOo2g2" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_yAYIAZPMG4HHUpO2bPfYvAhH", "call_id": "call_yAYIAZPMG4HHUpO2bPfYvAhH", "response_item_id": "fc_0f37c699c697af1f016a077a3fb5fc8191a689447b38c7d3f5", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short && git rev-parse --short HEAD && PYTHONPATH=src python -m jarvis_finance.cli.main stage-instrument-candidates /home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_True_Wealth.docx /home/agent/jarvis_runtime/finance-system/imports/broker_mapping_analysis_20260515T082614Z/260514_Portfolio_Postfinance.docx --qwen --dry-run\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Checking git status**\n\nI want to ensure the git status is clean before proceeding. It seems I need to run the command to check if everything is in order. I should also double-check the commit hash to confirm that it matches what I'm expecting. So, I'll go ahead and execute the necessary commands to verify the current state of the repository before making any further decisions. It's always good to double-check!", "reasoning_content": "**Checking git status**\n\nI want to ensure the git status is clean before proceeding. It seems I need to run the command to check if everything is in order. I should also double-check the commit hash to confirm that it matches what I'm expecting. So, I'll go ahead and execute the necessary commands to verify the current state of the repository before making any further decisions. It's always good to double-check!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3o_nUVUds1wxZ5dW-ITO2A2zKDOWMIbN_-ulKatCqJcTS-HdQMq8dVaBHyD-KwZqdX0q1ZgBJmbYQGXiR3oZqxfMSo5-3hzrj95TldKrje479APXAXqEbXmTF6i8w7seo2I-GRwIqHDDQJAZMocmzWSLrMa_IOibnx1c44YnmttYod2sitA0zDGIdihp4Jva8cMlPL8qM51IzdLQX6I0hUjP1l4wUcbC6C6cKH9LrC5HbnfXVwWj9S-IhSUvFe9TvYblhV33F_5gTI1IYC5e2cj4eEnDqeG9fP95bdD1RXyjeX9dlax53szbNjMxQpQtT1vG6D6olEFnsDzkI2ihSbV-qc70fF0YLJVDbN8UwKMk-_t-4d3Jr3MwnJpQ5LO1H8IfTdY0jVZfRA3jBvKAZEjMaNadqmjVg7fGssjd9Sr8nYWHkjsRdOBD2KGV8So8DkVYqC6DVh3sYaWjVD3JsfC55Kdn9JdTs32wblhBVvHkoPtKYjyLed7nWbT3UtJhKv-bYRAzodGtPUHGqCIQmJN0cmGkUPkNQQ-XIA_iS6rq4sF7ugGz9jK0sY0z3x4YKtYwT6yAluGNBW4v1RsVdqCKprl2wBXbVerlDYul6m5-xdlFG0zvGtnzkBRA_qV1U2znfqlxUx0Eq4VZ8-5mP9j-epeJZDKauybWKrry_9n7ShHjWM3JHqRxrXTrXKfqqVb0ZzN89CiefWhf9kp4D3rhcX0fg7hewAVREJhoDRL4TPCpPUDpnz57o2w_9YprCHRetbEZpiSoHEDGGiSYbY-XXOBm9yIJzl98DfHMKK_b5N7pSk0yAz21Var7bW6v2mxp1XMzMunP7UJy0kC8pGIX764qsScIhflrfHkIAMcBPvralnIDZ4EOeS2lPyLBsO2gW1a-mR4uqm0UFG8dXE5kYVFg6DjhXB-ZyfhQVOeHhhG99VsA68xCP-monl4F20KXQqGM8vwRfaKtfR1iTeMhBqfRrg7-l5_iUPPRUC5m2M=", "id": "rs_0f37c699c697af1f016a077a3d62b081918e2725986970c95f", "summary": [ { "type": "summary_text", "text": "**Checking git status**\n\nI want to ensure the git status is clean before proceeding. It seems I need to run the command to check if everything is in order. I should also double-check the commit hash to confirm that it matches what I'm expecting. So, I'll go ahead and execute the necessary commands to verify the current state of the repository before making any further decisions. It's always good to double-check!" } ] } ] }, { "role": "tool", "content": "{\"output\": \"GIT_SAFETY_OK\\n71d07c8\\nINSTRUMENT_CANDIDATE_STAGING candidates_total=30 with_isin=7 without_isin=23 with_ticker=29 with_currency=30 exact_isin_match=7 probable=0 needs_manual_review=23 confirmed=0 importable_confirmed=0 blocked=30 qwen_requested=true qwen_used=false qwen_available=false parser_qwen_agree=0 parser_qwen_disagree=0 warnings=0 errors=0 dry_run=true\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_yAYIAZPMG4HHUpO2bPfYvAhH" }, { "role": "assistant", "content": "Erledigt, Sir.\n\nKein produktiver Aktien-/ETF-Import wurde durchgeführt. Es wurden nur Review-/Staging-Kandidaten erzeugt. Keine Broker-Dateien, Mengen oder Werte wurden ins Git-Repo geschrieben oder im Chat ausgegeben.\n\n## Umsetzung\n\n- **Qwen verwendet:** nein \n - Qwen wurde per CLI angefragt (`--qwen`), war aber am lokalen Endpoint nicht verfügbar.\n - Ergebnis daher: deterministischer Parser בלבד, wie es sich für einen kontrollierten Import gehört. Keine Halluzinations-ISINs. Welch erfrischende Zurückhaltung.\n\n- **Review Queue gebaut:** ja \n - Neue Staging-Tabelle: `instrument_import_candidates`\n - Enthält Kandidatenstatus:\n - `exact_isin_match`\n - `probable`\n - `needs_manual_review`\n - `rejected`\n - `confirmed`\n - Mengen werden in der Dashboard-Review nur als `` angezeigt, nicht als echte Werte.\n\n- **Instrument Resolver gebaut:** ja, MVP \n - ISIN hat Priorität.\n - Ticker allein wird nie automatisch bestätigt.\n - Kandidaten ohne ISIN bleiben `needs_manual_review`.\n - Manuelle Bestätigung verlangt Review-Notiz.\n - `confirmed` schreibt Audit-Log, aber noch keine produktive Buchung.\n\n- **UI-Suche gebaut:** ja \n - Bestehende `Equity/ETF Manage` UI wurde erweitert:\n - `Instrument Search / Add Position`\n - neue `Mapping Review Queue`\n - Kandidat auswählen\n - Resolver erneut anwenden\n - ISIN/Ticker/Exchange/Währung manuell korrigieren\n - Kandidat bestätigen\n - Kandidat ablehnen\n - Finaler Initial-Snapshot-Import bleibt absichtlich nicht automatisch an die Bestätigung gekoppelt.\n\n- **Kandidaten aus PostFinance/True Wealth erzeugt:** ja \n - Staging gegen Runtime-DB ausgeführt.\n - Keine produktiven Ledger-/Portfolio-Buchungen.\n\n## Aggregierte Dry-Run-Resultate\n\n- **Kandidaten total:** 30\n- **Mit ISIN:** 7\n- **Ohne ISIN:** 23\n- **Mit Ticker:** 29\n- **Mit Währung:** 30\n- **exact_isin_match:** 7\n- **probable:** 0\n- **needs_manual_review:** 23\n- **confirmed:** 0\n- **bestätigungsfähig/importierbar aktuell:** 0\n- **blockiert:** 30\n- **Warnings:** 0\n- **Errors:** 0\n- **Qwen geholfen:** nein, nicht verfügbar\n- **Parser/Qwen-Übereinstimmung:** nicht anwendbar\n\nHinweis: Die neue Pipeline ist bewusst konservativer als der vorherige DOCX-Dry-Run. Sie erzeugt nur Staging-Kandidaten für den Review-Workflow und blockiert alles, was nicht explizit bestätigt ist.\n\n## Sicherheitsregeln eingehalten\n\n- Kein finaler Aktien-/ETF-Import.\n- Keine echten Broker-Dateien im Repo.\n- Keine echten Mengen/Werte im Chat.\n- Keine erfundene ISIN.\n- Keine erfundene Transaktionshistorie.\n- Keine Cost-Basis-Erfindung.\n- Ticker allein importiert nicht automatisch.\n- Runtime-Daten außerhalb Git.\n- Audit-Log bei Review-Entscheidungen und finaler Importfunktion vorbereitet.\n\n## Tests\n\n- **Compile:** erfolgreich\n- **pytest:** `252 passed`\n- Ergänzte Tests decken ab:\n - Qwen-Extraktion erzeugt nur Kandidaten, keine Buchungen\n - deterministischer Parser erzeugt Kandidaten\n - Kandidat ohne ISIN bleibt `needs_manual_review`\n - Kandidat mit ISIN wird `exact_isin_match`\n - Ticker allein importiert nicht automatisch\n - manuelle Bestätigung setzt `confirmed`\n - bestätigter Kandidat kann Initial Snapshot erzeugen\n - unbestätigter Kandidat kann nicht produktiv importiert werden\n - fehlende Cost Basis → `cost_basis_uncertain`\n - Audit-Log beim finalen Import\n - Git-Safety sauber\n\n## Git\n\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Commit:** `71d07c8`\n- **Push-Status:** erfolgreich nach `origin/main`\n\n## Empfehlung für den nächsten Schritt\n\nSauberste Option ist **Option B vor Option A**:\n\n1. **Option B:** Fehlende ISINs / Exchange / Währung im Dashboard ergänzen und Kandidaten bestätigen.\n2. Danach **Option A:** Nur bestätigte Kandidaten als Initial Snapshot importieren.\n3. **Option C** bleibt die beste Datenquelle, falls bessere Broker-Exports verfügbar werden — insbesondere CSV/XLSX mit ISIN, Menge, Währung und klarer Positionsstruktur.\n\nDefinitiver Import bleibt blockiert, bis Sie ihn ausdrücklich freigeben.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3pIXQ-WYKHL5wqbzIzsBPZTXiX9viGxC4cWumSbgVndQymm1Qa2zQLuHsxSnwxU_8bX5HiG_EHHW2du_EMyZ9Leu3PqsVU0WZ-lT8xxrdC_1l_RuzOAfA61buXDBXiNERLzhn3_X_IXcFvv09F-ix9fZ_83tMz7dHRpBJxZuCt6WsQov7Y5qyUlclAL387oOG5ehjusBIg5rN9IxVEHRKzU-j-T9o4B4avDCjA2rQlyPhSsq_HubNvqzifn4mtlSD2g9SX5vPoYjRAFGwbzib1d4xFZxgLNF889K8iQrx7oJnG8qwIJIICAnu-K3DSIJhr40yIGnlXoJz8og6Zf127DuegVYFvtb2snbXEAxCvFS8XVlm-AY8NG8C2AILdAwRKUnuCg7s-jIRMzQf93nYrVN6vXstceD8uF89JH3_j-w5avZB8QKwgqJDx9Qb4y_CsjIe8zBk9VRpQXAdc1M4WL1m6jZ5Ah_xx59qALnyodgQhsKMA4u50sbu4JSShAF2x8jbLg24DBVqllswW7l74Dxp9WDGcqbiQOjSEUrswoOyd4vseBBXCLz1Y1g0D7KwaRKD7_DZA28XjNDgD5TjxF7dl03XXH4KONj7CJY6-nasptV-fkr7mfZPaMGnNHYqAsNKKcRqDV_HDIPUKKouAfWhRWI08MJRPuZVTUiKNCFGkcEK7PCCVfHbXYLQnWoo5I4O_c8sllmbtYq9dUYlxzyHgJ7P6kgk4iYeHAvScaoglPpfzXU1Kin70E5NOO5D297XDk89ejjYBChKmYxXoW3DCvsetRcxvFJhtOYv8APzfitDx7FYFjhjDD_L4nxPgmQu1XjfqQM0xbGqV78TAcTABYrWQU9Qf9paskwwrlNnsPhCtfWghBr9SgUPXmwt6oayZqLVd4oGS7LvUrNHDySPkrt23YFrGKaqRJZoMlIcfXQNOPsu_nabXzFynTQN7ETtfsiC414KI5IQfYLBm5lLJzcpqMvPcpu24s1qupEheN4eFJjxjfx_WY5GWUvVCQBpmOrDjmRxcXmKDjJzybgehRD_jVVQtFAi9PvWmsWh0ub1zW5-m7HuPcCCZqocyGQTXdo2iy3JiMD6QA0mzZqjoHwF23rT_oJho7fRxzEC-IM-VkJpTHn6tzTB8TMne3UP05KUuyIYpl4NGDyiYmH5fWvnpGMOqT_2VoZJcS0-bzwA7cuQ2gxOm9yMAld9LAEEpBBg3fUhdhP7fiPDrrjDxCIYHs6oSv71qAU-4iu4Q-0nZXXmjGMgVuzOro8QlAFBN6rydroozE5bhITRFGIbUZZ9HcOWgBwJ0iGjLasAbbEwz71KXdTEl2NYetrPP6nNYrmz011AMvWzr-QUswqv1YzwbX9Kzb7-gKNZ9fLvj4fAW5tnG85UmXsZs0iHLF8qgnX_FQFx8eCK6k7CZqXcJE1-hhUtS7bkjid48x8cEGOT2Phxh3bpmO_ZrI5W_7yxJL5PQFvoc6l5Yhg1T6kERzub8bYPVsJn-YDhvepUFh5pzdkoZM-syK1wTbifG_z4F9sWXEsFPD14gMEa9K16atnFuyyUhvCCo4tqccbwSaT8jy58422vbiHoMPHGFEdrWLgAwRKOD7uexSn03cjuboyAj5MsI5_xgF_zNDPFYuqkwN_UXbjyivuTFLHzAUc8YNLSidCdxReUCY8LhPw0sWnMFU87h1DZL9ldAkvCYNRMXVzwu6XJa-tpCR5TMy-Yz3ApqLdFE-8dwbbEhykG58Bk2LUZ0cG7e2fpktxZVOCHsDnfnDSRKaY1zu86qDWenKo4LzQ3eBaRkSzJU5_pAsFESK50HpTlBIz1YA2F-Y5refBHQOif2KTYyIzE_8_ZsWbx5K-EhMmdWGf66oQG3a7k-ljN6E96B6J0-D5p23ivoUnwc-8sDX7RWJ3o7ff6mL0oC5gmS9YRc7URbGsZFcJQbNcHNQdTK9GjfhXQsHCjDVD1emeeahNttk6IZQUPu2ncR3TyhP-UgPNPKhFqaEjfL8iLoCRmDpcD5AJiyxyksGWnGnw2IuGVA1ALQIf4FCLq5PDnntqZDgU3vydJ71kCSpwOyOWUPynOCZCKDNFMN4A87xbvWBSYryBoyUISVhik5Jz3OSrQEPxmgfsQMq_D6U06qxdIs-yiqncBw=", "id": "rs_09516b48ea7a6ed6016a077a44fbb48191b4d4d9332281fc3c", "summary": [] } ], "codex_message_items": [ { "type": "message", "role": "assistant", "status": "completed", "content": [ { "type": "output_text", "text": "Erledigt, Sir.\n\nKein produktiver Aktien-/ETF-Import wurde durchgeführt. Es wurden nur Review-/Staging-Kandidaten erzeugt. Keine Broker-Dateien, Mengen oder Werte wurden ins Git-Repo geschrieben oder im Chat ausgegeben.\n\n## Umsetzung\n\n- **Qwen verwendet:** nein \n - Qwen wurde per CLI angefragt (`--qwen`), war aber am lokalen Endpoint nicht verfügbar.\n - Ergebnis daher: deterministischer Parser בלבד, wie es sich für einen kontrollierten Import gehört. Keine Halluzinations-ISINs. Welch erfrischende Zurückhaltung.\n\n- **Review Queue gebaut:** ja \n - Neue Staging-Tabelle: `instrument_import_candidates`\n - Enthält Kandidatenstatus:\n - `exact_isin_match`\n - `probable`\n - `needs_manual_review`\n - `rejected`\n - `confirmed`\n - Mengen werden in der Dashboard-Review nur als `` angezeigt, nicht als echte Werte.\n\n- **Instrument Resolver gebaut:** ja, MVP \n - ISIN hat Priorität.\n - Ticker allein wird nie automatisch bestätigt.\n - Kandidaten ohne ISIN bleiben `needs_manual_review`.\n - Manuelle Bestätigung verlangt Review-Notiz.\n - `confirmed` schreibt Audit-Log, aber noch keine produktive Buchung.\n\n- **UI-Suche gebaut:** ja \n - Bestehende `Equity/ETF Manage` UI wurde erweitert:\n - `Instrument Search / Add Position`\n - neue `Mapping Review Queue`\n - Kandidat auswählen\n - Resolver erneut anwenden\n - ISIN/Ticker/Exchange/Währung manuell korrigieren\n - Kandidat bestätigen\n - Kandidat ablehnen\n - Finaler Initial-Snapshot-Import bleibt absichtlich nicht automatisch an die Bestätigung gekoppelt.\n\n- **Kandidaten aus PostFinance/True Wealth erzeugt:** ja \n - Staging gegen Runtime-DB ausgeführt.\n - Keine produktiven Ledger-/Portfolio-Buchungen.\n\n## Aggregierte Dry-Run-Resultate\n\n- **Kandidaten total:** 30\n- **Mit ISIN:** 7\n- **Ohne ISIN:** 23\n- **Mit Ticker:** 29\n- **Mit Währung:** 30\n- **exact_isin_match:** 7\n- **probable:** 0\n- **needs_manual_review:** 23\n- **confirmed:** 0\n- **bestätigungsfähig/importierbar aktuell:** 0\n- **blockiert:** 30\n- **Warnings:** 0\n- **Errors:** 0\n- **Qwen geholfen:** nein, nicht verfügbar\n- **Parser/Qwen-Übereinstimmung:** nicht anwendbar\n\nHinweis: Die neue Pipeline ist bewusst konservativer als der vorherige DOCX-Dry-Run. Sie erzeugt nur Staging-Kandidaten für den Review-Workflow und blockiert alles, was nicht explizit bestätigt ist.\n\n## Sicherheitsregeln eingehalten\n\n- Kein finaler Aktien-/ETF-Import.\n- Keine echten Broker-Dateien im Repo.\n- Keine echten Mengen/Werte im Chat.\n- Keine erfundene ISIN.\n- Keine erfundene Transaktionshistorie.\n- Keine Cost-Basis-Erfindung.\n- Ticker allein importiert nicht automatisch.\n- Runtime-Daten außerhalb Git.\n- Audit-Log bei Review-Entscheidungen und finaler Importfunktion vorbereitet.\n\n## Tests\n\n- **Compile:** erfolgreich\n- **pytest:** `252 passed`\n- Ergänzte Tests decken ab:\n - Qwen-Extraktion erzeugt nur Kandidaten, keine Buchungen\n - deterministischer Parser erzeugt Kandidaten\n - Kandidat ohne ISIN bleibt `needs_manual_review`\n - Kandidat mit ISIN wird `exact_isin_match`\n - Ticker allein importiert nicht automatisch\n - manuelle Bestätigung setzt `confirmed`\n - bestätigter Kandidat kann Initial Snapshot erzeugen\n - unbestätigter Kandidat kann nicht produktiv importiert werden\n - fehlende Cost Basis → `cost_basis_uncertain`\n - Audit-Log beim finalen Import\n - Git-Safety sauber\n\n## Git\n\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Commit:** `71d07c8`\n- **Push-Status:** erfolgreich nach `origin/main`\n\n## Empfehlung für den nächsten Schritt\n\nSauberste Option ist **Option B vor Option A**:\n\n1. **Option B:** Fehlende ISINs / Exchange / Währung im Dashboard ergänzen und Kandidaten bestätigen.\n2. Danach **Option A:** Nur bestätigte Kandidaten als Initial Snapshot importieren.\n3. **Option C** bleibt die beste Datenquelle, falls bessere Broker-Exports verfügbar werden — insbesondere CSV/XLSX mit ISIN, Menge, Währung und klarer Positionsstruktur.\n\nDefinitiver Import bleibt blockiert, bis Sie ihn ausdrücklich freigeben." } ], "id": "msg_09516b48ea7a6ed6016a077a4896108191bef9179257bc336e", "phase": "final_answer" } ], "finish_reason": "stop" }, { "role": "user", "content": "[M G] Sehr gut. Der aktuelle Stand ist akzeptiert.\n\nDu hast korrekt gehandelt:\n\n* kein produktiver Aktien-/ETF-Import\n* nur Staging-/Review-Kandidaten\n* Ticker allein nicht automatisch bestätigt\n* keine echten Mengen/Werte im Chat\n* keine echten Daten ins Git-Repo\n* Audit-/Review-Workflow vorbereitet\n* Tests und Git-Safety sauber\n\nBitte versuche Qwen nun nochmals mit dem korrekten lokalen Endpoint.\n\nDer Qwen-/llama.cpp-Endpoint sollte erreichbar sein unter:\n\nhttp://100.101.173.25:11435/v1/models\n\nBitte gehe wie folgt vor:\n\n1. Qwen-Verfügbarkeit prüfen\n\nBitte prüfe zuerst:\n\n* ob der Endpoint von der VM erreichbar ist\n* welche Modelle unter /v1/models gelistet werden\n* ob der Endpoint OpenAI-kompatible Chat-Completions unterstützt\n* welchen exakten `model`-Namen du verwenden musst\n\nBitte den Model-Namen berichten, aber keine Secrets oder Tokens ausgeben.\n\nBeispielhafte Prüfung, sinngemäss:\n\n* GET http://100.101.173.25:11435/v1/models\n* dann Test mit einem rein synthetischen Prompt ohne Finanzdaten\n\nWichtig:\n\n* Keine echten Broker-Daten im ersten Testprompt.\n* Keine echten Mengen/Werte an Qwen senden.\n* Keine echten Finanzdaten in Logs.\n* Keine Qwen-Ausgaben ins Git-Repo schreiben.\n\n2. Qwen nur als Extraktions-/Normalisierungshilfe verwenden\n\nQwen darf helfen bei:\n\n* Text-/DOCX-/PDF-Struktur verstehen\n* Produktnamen bereinigen\n* mögliche Ticker/ISIN-Felder erkennen, falls im Dokument vorhanden\n* Kandidaten klassifizieren: exact / probable / needs_manual_review\n* unklare Namen normalisieren\n* Review-Hinweise formulieren\n\nQwen darf nicht:\n\n* ISINs erfinden\n* Cost Basis erfinden\n* Mengen oder Werte interpretieren, wenn sie nicht eindeutig aus dem Dokument stammen\n* Buchungen erzeugen\n* Ledger-Transaktionen schreiben\n* Kandidaten automatisch final bestätigen\n* produktive Initial Snapshots auslösen\n\nWenn Qwen eine ISIN vorschlägt, die nicht eindeutig im Dokument oder über deterministischen Provider-Lookup bestätigt wurde, bleibt der Kandidat needs_manual_review.\n\n3. Sanitization vor Qwen\n\nBitte sende an Qwen nur sanitizte Kandidatendaten.\n\nErlaubt:\n\n* source_row_id\n* Plattform/Quelle, z.B. True Wealth oder PostFinance\n* Produktname\n* Ticker, falls vorhanden\n* ISIN, falls im Dokument vorhanden\n* Währung\n* Assetklasse, falls ableitbar\n* Exchange, falls im Dokument vorhanden\n\nNicht an Qwen senden:\n\n* Mengen\n* Depotwerte\n* Einstandswerte\n* Gewinne/Verluste\n* Kontonummern\n* Kundennummern\n* vollständige Broker-Dokumente mit sensiblen Zahlen\n* echte Reports\n* echte Screenshots\n\nZiel: Qwen hilft beim Mapping, nicht bei der Bewertung.\n\n4. Kandidaten erneut prüfen\n\nBitte lasse den bestehenden Staging-Bestand nochmals durch den Qwen-gestützten Resolver laufen, aber nur als Review-Hilfe.\n\nAktuelle Ausgangslage:\n\n* Kandidaten total: 30\n* mit ISIN: 7\n* ohne ISIN: 23\n* exact_isin_match: 7\n* needs_manual_review: 23\n* confirmed: 0\n\nBitte danach berichten:\n\n* Qwen verfügbar: ja/nein\n* Modellname\n* Kandidaten total\n* exact_isin_match vorher/nachher\n* probable vorher/nachher\n* needs_manual_review vorher/nachher\n* confirmed weiterhin 0, außer es wurde manuell bestätigt\n* wie viele Kandidaten durch Qwen besser klassifiziert wurden\n* wie viele weiterhin manuelle Prüfung brauchen\n* keine Mengen/Werte ausgeben\n\n5. Review Queue verbessern\n\nBitte ergänze oder verbessere die Review Queue so, dass ich Kandidaten effizient bestätigen kann.\n\nWichtig für User Mode / Review UI:\n\nA. Gruppe 1: „Sichere ISIN-Treffer“\n\n* Kandidaten mit exact_isin_match\n* anzeigen:\n\n * Name\n * ISIN\n * Ticker\n * Währung\n * Quelle/Plattform\n * Resolver-Status\n* keine Mengen/Werte anzeigen\n* Button: „Bestätigen“\n* Button: „Ablehnen“\n* Review-Notiz Pflicht oder zumindest empfohlen\n\nB. Gruppe 2: „Prüfung nötig“\n\n* Kandidaten ohne ISIN oder mit unsicherer Zuordnung\n* anzeigen:\n\n * Name\n * Ticker, falls vorhanden\n * Währung\n * mögliche Kandidaten\n * Grund der Unsicherheit\n* Eingabefelder:\n\n * ISIN ergänzen\n * Ticker korrigieren\n * Exchange setzen\n * Währung korrigieren\n * Notiz\n* Button: „Als bestätigt speichern“\n* Button: „Zurückstellen“\n* Button: „Ablehnen“\n\nC. Kein\nImport direkt aus Review\nBestätigung bedeutet nur:\n\n* Kandidat wird confirmed\n* Audit-Log wird geschrieben\n* noch keine produktive Position wird importiert\n\nDer produktive Initial Snapshot kommt erst nach meiner ausdrücklichen Freigabe.\n\n6. Exact-ISIN-Matches nicht automatisch importieren\n\nDie 7 exact_isin_match-Kandidaten dürfen nicht automatisch importiert werden.\n\nAber:\nBitte mache sie in der UI als „bereit zur Bestätigung“ sichtbar.\n\nWenn ich sie im Dashboard bestätige, sollen sie confirmed werden und Audit-Log erhalten.\n\n7. Fallback, falls Qwen weiterhin nicht erreichbar ist\n\nFalls Qwen trotz Endpoint nicht erreichbar ist:\n\n* Bitte sauber berichten, warum:\n\n * Netzwerk nicht erreichbar\n * Endpoint erreichbar, aber kein Chat-Completions\n * Modell nicht geladen\n * Timeout\n * anderer Fehler\n* Keine erfundenen Ergebnisse.\n* Dann mit Option B fortfahren:\n\n * Review Queue nutzen\n * fehlende ISINs / Exchange / Währung manuell ergänzen\n * Kandidaten im Dashboard bestätigen\n * finaler Import bleibt blockiert, bis ich ihn freigebe\n\n8. Keine produktive Buchung\n\nBitte jetzt weiterhin nicht:\n\n* keine produktiven Aktien-/ETF-Initial-Snapshots schreiben\n* keine echten Broker-Dateien ins Repo\n* keine echten Mengen/Werte in Chat, Docs oder Tests\n* keine Cost Basis erfinden\n* keine Transaktionshistorie erfinden\n* keine automatische Buchung aus Ticker-only Kandidaten\n\n9. Tests und Safety\n\nBitte nach Änderungen ausführen:\n\n* Compile\n* pytest\n* Git-Safety\n* git status\n\nWenn Code geändert wurde:\n\n* Commit\n* Push\n\nBitte berichten:\n\n* Qwen-Verbindungsstatus\n* Modellname\n* was Qwen verbessert hat\n* was weiterhin manuell bleibt\n* ob Review Queue verbessert wurde\n* Tests\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Risiken" }, { "role": "assistant", "content": "", "reasoning": "**Planning actions for skill load**\n\nI need to take action now. Loading finance skills is relevant, but I’ve got to do that before replying. GitHub might also be useful here, so I need to check the work repo. My first step is to inspect the qwen endpoint, so I'll use the terminal to curl the synthetic. After that, I might have to change some code to utilize the endpoint configuration. I should inspect the relevant file too!", "finish_reason": "tool_calls", "reasoning_content": "**Planning actions for skill load**\n\nI need to take action now. Loading finance skills is relevant, but I’ve got to do that before replying. GitHub might also be useful here, so I need to check the work repo. My first step is to inspect the qwen endpoint, so I'll use the terminal to curl the synthetic. After that, I might have to change some code to utilize the endpoint configuration. I should inspect the relevant file too!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB33xK7XdSgqiMEwW0SFMFEHSrBrSFehZpZYDCQ_gsfevNlpVwOKlFJ0f685DXqpSa0R2xPJduy_Zvv6vOBDUaKJAiajpFnmGMPzaQRo23gBwYA3CLJvPH17D9likHUjyVZK3yFSJ4SxErctcps5hGqUKJ6sJNlNi7px_Z0xK-Uu9MJdG19hnsv4O1sJ4JMqdGviioSEGMxb5GArsqkooTz09BTemtONxKr9pXJ7pdJCYc3ylrmG0D7XCKekQVCHfB7JZ-X8wHyj-cwe7duMheQ1VcgS6D4bTVE5GCOU3jO-_Jc0E7t3C9YsJmfjM-FuFq2V0Gc2NATxNhS8f-oGXkQiIp1FDQBbE9hqWcjuKNFXyygdBhYWxH-Yzw32GdyRFEBKEQyWY6ZSGoed5VlnY36YA9SKZMZTS4rFgMZ4PyoPGMbAY2pkj4pWoT10fY1-QzAPeQeF5lNJ-2AHLq7jB9Wd-S9F-ELQJbVQnwNeX9IPum0X9MXaS2ZWni0Yx4WFAqYeXQRZ8Pc4d5SjKVCyBB1eH37ARDARDfRHEMmKEbY37LeHXHq6ZK_6nLnhx8tsTO_oiWc7xF_jm-V6xf_nRaPK-bE8b7OmDtG2fFOT1hk577nKWYFjRBy923zCoKuv1xBWmZppJXMmVi4c0hCATO3-nASH8BmrfTv_sdT48CljUvbJngOcY7BO4EI7RAs2-iAcs7FBwK37XwENA_EoPJmxVS7b5xS1_faeBzMqDPuibnASVYf3mQAEHT11i6J7r9mZw1k0gsCMNjbwr2gcKPHMU4zQCoSN-aDlaIQMn5ojZBTllDl9GYypnBSb9KQLUcxLARd_LJJhwfRpbuiwOJM7s7JlqGyrzzKmLx6qR9NcAp5zid1y4xKZwLrbLf7eUgB4Zo2UlTKFt8O33QbcmvTxv2prHJGFgNqBb00ygcfF8-aoKAqH9URuJ52-pTa2a6Ubpqn5lpQB-BrVls23AFbJj5zc-3gaDsTFaBP_jP1A9S68eyer-tJIz1sOQfoOs3rI0Ci8su1t6vxZjoBQhaAoS1RsIda7OYJaAjm6rWWBkFVHNzKJMkkY6Bwtdigkg0g9H5YeItPOlnwtPXKGwA4H0HsEJcbWxkt848vSZiknuLZ9_HdQcrDOIa3mHYkjX-Xrd2cdAT60VkA0RM5U-wbA1LV28vA7XOWiYK2via4jOstedRY0axRjyAbL0lZYwI_ZTbg2NYHtdFkK0Ke2NxtZV2A==", "id": "rs_09516b48ea7a6ed6016a077dee48288191ae49a89e54be0f4e", "summary": [ { "type": "summary_text", "text": "**Planning actions for skill load**\n\nI need to take action now. Loading finance skills is relevant, but I’ve got to do that before replying. GitHub might also be useful here, so I need to check the work repo. My first step is to inspect the qwen endpoint, so I'll use the terminal to curl the synthetic. After that, I might have to change some code to utilize the endpoint configuration. I should inspect the relevant file too!" } ] } ], "tool_calls": [ { "id": "call_HDzGsubyXN4VcQuaIX288gNt", "call_id": "call_HDzGsubyXN4VcQuaIX288gNt", "response_item_id": "fc_09516b48ea7a6ed6016a077df13a688191b698d59a36fdc958", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"finance-system-architecture\"}" } } ] }, { "role": "tool", "name": "skill_view", "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, and `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md` for adjusted real crypto XLSX completion using CoinGecko IDs plus aggregate-only True Wealth/PostFinance DOCX Equity/ETF dry-run preparation, and `references/equity-docx-instrument-resolver-review-workflow.md` for the controlled Equity/ETF DOCX staging, resolver, review queue, local-Qwen-as-parser-only, and confirmed-only initial-snapshot workflow. 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. For DOCX portfolio extracts from True Wealth/PostFinance, follow `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md`: use structural/masked parsing only, count field coverage and mapping status, treat ticker-without-exchange as review-needed, and stop before productive import. If the DOCX dry run shows low ISIN coverage/no cost basis/no transaction history or the user withholds final import approval, switch to `references/equity-docx-instrument-resolver-review-workflow.md`: create `instrument_import_candidates`-style staging, use local Qwen only as an assistive parser if available, classify ticker-only rows as `needs_manual_review`, expose a Mapping Review Queue, and import only later from `confirmed` candidates after explicit approval. 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. When the user supplies an adjusted real crypto workbook with CoinGecko IDs for missing/previously skipped assets, follow `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md`: detect the actual structure first, validate IDs against CoinGecko metadata, import only clear missing asset/holding subsets after verified backup, preserve Decimal/Text quantities, ignore legacy CHF values, and delete temporary source files.\\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\\n- Before 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. If backup CLI output is too terse to evidence the backup path/checksum, call `jarvis_finance.runtime.backup.backup_runtime_db(...)` and `verify_backup(...)` directly and report only path-existence/outside-repo/checksum status, not DB contents.\\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- Relying on the user's prose description of a spreadsheet layout instead of detecting the actual workbook structure. In adjusted crypto XLSX files, CoinGecko IDs may appear as an `API ID` column in the same row rather than a preceding row; use the detected structure, validate IDs, and report the difference aggregate-only.\\n- Treating formula/scientific-notation source cells as automatic import blockers. Count them, but block only when exact Decimal/Text conversion fails; never use float arithmetic for crypto quantities.\\n- Printing raw DOCX/table rows while analyzing real broker files. Use masked structural flags and aggregate counts only; real position names/values/quantities stay out of chat/log summaries.\\n- Counting ticker-like tokens from DOCX as confirmed Equity/ETF mappings. Without ISIN plus exchange/provider confirmation, mappings are `probable` or `needs_manual_review`, not productive-import ready.\\n- Treating low-confidence Equity/ETF DOCX extraction as enough for import. If most positions lack ISIN, cost basis or transaction history, build/operate a staging resolver and Mapping Review Queue first. Ticker-only rows stay `needs_manual_review`; local Qwen may help extract candidates but must not decide mappings or write ledger rows. See `references/equity-docx-instrument-resolver-review-workflow.md`.\\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/equity-docx-instrument-resolver-review-workflow.md\", \"references/crypto-adjusted-xlsx-and-equity-docx-dryrun.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_HDzGsubyXN4VcQuaIX288gNt" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_AkA7fW68moxbaDxjJJMvRN9t", "call_id": "call_AkA7fW68moxbaDxjJJMvRN9t", "response_item_id": "fc_09516b48ea7a6ed6016a077df3d96081918e19a4db9b278831", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"finance-system-architecture\",\"file_path\":\"references/equity-docx-instrument-resolver-review-workflow.md\"}" } } ] }, { "role": "tool", "name": "skill_view", "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/equity-docx-instrument-resolver-review-workflow.md\", \"content\": \"# Equity/ETF DOCX Instrument Resolver + Review Workflow\\n\\nUse this when PostFinance/True Wealth/Raiffeisen portfolio documents are too incomplete or ambiguous for productive Equity/ETF import.\\n\\n## Trigger\\n\\n- Real broker DOCX/PDF/statement dry run finds many rows without ISIN, no cost basis, no transaction history, or only ticker/name/current holdings.\\n- User has not approved a final productive Equity/ETF import.\\n- Need to extract candidates first, then let the user review/confirm mappings before any ledger write.\\n\\n## Hard rules\\n\\n- Never commit real broker files, DBs, reports, DOCX/PDF/CSV/XLSX, quantities, values, or source rows.\\n- Report only aggregate counts: candidates, with/without ISIN, with ticker/currency, exact/probable/needs_review/confirmed/blocked, warnings/errors.\\n- Do not invent ISIN, exchange, provider symbol, cost basis, or transaction history.\\n- Ticker alone is never import-ready; ticker without exchange/currency remains review-needed.\\n- Market value from a broker document is provenance/control only, not current valuation. Later valuation must come from a market-data provider/cache.\\n- Missing purchase history means later productive write is an `initial_position_snapshot`, not fake buys.\\n- Missing cost basis must set `cost_basis_uncertain`.\\n- Every final review decision and every productive import needs an audit log.\\n- Productive import is blocked until the user explicitly approves it after review.\\n\\n## Recommended implementation pattern\\n\\n1. Add/use a runtime staging table such as `instrument_import_candidates` with:\\n - source file label, platform/account, source row ref\\n - raw name/ticker/ISIN/currency/quantity/asset class\\n - extraction source (`deterministic_parser`, `qwen_local`, `manual`)\\n - proposed name/ticker/ISIN/exchange/currency/asset class/provider symbol\\n - `mapping_status`: `exact_isin_match`, `probable`, `needs_manual_review`, `rejected`, `confirmed`\\n - review note and timestamps\\n2. Deterministic parser first:\\n - parse DOCX text/tables structurally\\n - identify explicit ISINs when present\\n - extract ticker/name/currency/quantity only into staging\\n - classify missing-ISIN rows as `needs_manual_review`\\n3. Optional local Qwen/llama.cpp may assist extraction only:\\n - allowed: summarize table/text blocks, identify possible positions, mark unclear rows\\n - forbidden: final mapping choice, guessed ISINs, ledger writes, final valuation/performance\\n - Qwen output must be validated and staged, never written directly to ledger tables\\n4. Resolver priority:\\n - ISIN if present\\n - ISIN + name\\n - ticker + exchange + currency\\n - name search with candidate list\\n - manual confirmation\\n5. Dashboard review queue:\\n - show source/platform/name/ticker/ISIN/currency/status and proposed candidates\\n - hide real quantities/values or show only presence flags such as ``\\n - actions: confirm, reject, manual search, manual ISIN, ticker/exchange/currency correction, later-review\\n - confirm/reject requires a note and audit log\\n6. Productive import command/function:\\n - accepts only `confirmed` candidates\\n - writes/updates instrument safely without silent overwrite\\n - writes one `initial_position_snapshot` with Decimal/Text quantity\\n - sets `cost_basis_uncertain` when needed\\n - writes audit log\\n - rejects unconfirmed candidates\\n\\n## Tests to add\\n\\n- Qwen/local LLM extraction creates staging candidates only; no ledger/position writes.\\n- Deterministic parser creates candidates.\\n- Candidate without ISIN stays `needs_manual_review`.\\n- Candidate with source ISIN can become `exact_isin_match`.\\n- Ticker alone cannot become import-ready automatically.\\n- Manual confirmation sets `confirmed` and writes audit.\\n- Unconfirmed candidate cannot import productively.\\n- Confirmed candidate can create an `initial_position_snapshot` only through explicit import path.\\n- Missing cost basis sets `cost_basis_uncertain`.\\n- Broker files and generated runtime data remain outside Git; Git-safety passes after cache cleanup.\\n\\n## Operational notes from FinanceManager session\\n\\n- In one implementation, local Qwen was requested but unavailable; the safe result was to proceed with deterministic parsing only and mark Qwen as unavailable in aggregate output. Do not encode this as a durable tool failure.\\n- Running pytest may recreate `.pytest_cache`; remove it before `git-safety-scan`.\\n- If normal `git push` via HTTPS cannot prompt, use the repo-specific token workflow reference rather than printing tokens or embedding credentials in remotes.\\n\", \"file_type\": \".md\"}", "tool_call_id": "call_AkA7fW68moxbaDxjJJMvRN9t" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_jcv0LMKACQT8iLPJBcV0OL25", "call_id": "call_jcv0LMKACQT8iLPJBcV0OL25", "response_item_id": "fc_09516b48ea7a6ed6016a077df6fe2c8191b01cc0207be5a625", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"github-pr-workflow\"}" } } ] }, { "role": "tool", "name": "skill_view", "content": "{\"success\": true, \"name\": \"github-pr-workflow\", \"description\": \"GitHub PR lifecycle: branch, commit, open, CI, merge.\", \"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"], \"content\": \"---\\nname: github-pr-workflow\\ndescription: \\\"GitHub PR lifecycle: branch, commit, open, CI, merge.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [GitHub, Pull-Requests, CI/CD, Git, Automation, Merge]\\n related_skills: [github-auth, github-code-review]\\n---\\n\\n# GitHub Pull Request Workflow\\n\\nComplete guide for managing the PR lifecycle. Each section shows the `gh` way first, then the `git` + `curl` fallback for machines without `gh`.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n- Inside a git repository with a GitHub remote\\n\\n### Quick Auth Detection\\n\\n```bash\\n# Determine which method to use throughout this workflow\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n AUTH=\\\"gh\\\"\\nelse\\n AUTH=\\\"git\\\"\\n # Ensure we have a token for API calls\\n if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n fi\\n fi\\nfi\\necho \\\"Using: $AUTH\\\"\\n```\\n\\n### Extracting Owner/Repo from the Git Remote\\n\\nMany `curl` commands need `owner/repo`. Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n -d \\\"{\\n \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n print(f\\\\\\\" {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n print(f\\\\\\\" {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n STATUS=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n echo \\\"Check $i: $STATUS\\\"\\n if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n break\\n fi\\n sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=\\ncurl -s -L \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add \\ngit commit -m \\\"fix: resolve CI failure in \\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n -d \\\"{\\n \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/graphql \\\\\\n -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. Merge when green (see Section 6)\\n```\\n\\n## Useful PR Commands Reference\\n\\n| Action | gh | git + curl |\\n|--------|-----|-----------|\\n| List my PRs | `gh pr list --author @me` | `curl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\"https://api.github.com/repos/$OWNER/$REPO/pulls?state=open\\\"` |\\n| View PR diff | `gh pr diff` | `git diff main...HEAD` (local) or `curl -H \\\"Accept: application/vnd.github.diff\\\" ...` |\\n| Add comment | `gh pr comment N --body \\\"...\\\"` | `curl -X POST .../issues/N/comments -d '{\\\"body\\\":\\\"...\\\"}'` |\\n| Request review | `gh pr edit N --add-reviewer user` | `curl -X POST .../pulls/N/requested_reviewers -d '{\\\"reviewers\\\":[\\\"user\\\"]}'` |\\n| Close PR | `gh pr close N` | `curl -X PATCH .../pulls/N -d '{\\\"state\\\":\\\"closed\\\"}'` |\\n| Check out someone's PR | `gh pr checkout N` | `git fetch origin pull/N/head:pr-N && git checkout pr-N` |\\n\", \"path\": \"github/github-pr-workflow/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/github/github-pr-workflow\", \"linked_files\": {\"references\": [\"references/conventional-commits.md\", \"references/ci-troubleshooting.md\"], \"templates\": [\"templates/pr-body-bugfix.md\", \"templates/pr-body-feature.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"]}}}", "tool_call_id": "call_jcv0LMKACQT8iLPJBcV0OL25" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_wD9wsEmj6bfLanCLxOXRREht", "call_id": "call_wD9wsEmj6bfLanCLxOXRREht", "response_item_id": "fc_09516b48ea7a6ed6016a077df9c4a8819187120fd36d88ca2a", "type": "function", "function": { "name": "todo", "arguments": "{\"todos\":[{\"content\":\"Qwen endpoint/models/chat-completions mit synthetischem Prompt prüfen\",\"id\":\"qwen-1\",\"status\":\"in_progress\"},{\"content\":\"Qwen sanitization/resolver gegen Staging-Kandidaten implementieren\",\"id\":\"qwen-2\",\"status\":\"pending\"},{\"content\":\"Review Queue in sichere ISIN-Treffer und Prüfung nötig strukturieren\",\"id\":\"qwen-3\",\"status\":\"pending\"},{\"content\":\"Staging-Bestand Qwen-gestützt neu klassifizieren und aggregiert prüfen\",\"id\":\"qwen-4\",\"status\":\"pending\"},{\"content\":\"Compile, pytest, Git-Safety, Commit und Push ausführen\",\"id\":\"qwen-5\",\"status\":\"pending\"}]}" } } ] }, { "role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"qwen-1\", \"content\": \"Qwen endpoint/models/chat-completions mit synthetischem Prompt prüfen\", \"status\": \"in_progress\"}, {\"id\": \"qwen-2\", \"content\": \"Qwen sanitization/resolver gegen Staging-Kandidaten implementieren\", \"status\": \"pending\"}, {\"id\": \"qwen-3\", \"content\": \"Review Queue in sichere ISIN-Treffer und Prüfung nötig strukturieren\", \"status\": \"pending\"}, {\"id\": \"qwen-4\", \"content\": \"Staging-Bestand Qwen-gestützt neu klassifizieren und aggregiert prüfen\", \"status\": \"pending\"}, {\"id\": \"qwen-5\", \"content\": \"Compile, pytest, Git-Safety, Commit und Push ausführen\", \"status\": \"pending\"}], \"summary\": {\"total\": 5, \"pending\": 4, \"in_progress\": 1, \"completed\": 0, \"cancelled\": 0}}", "tool_call_id": "call_wD9wsEmj6bfLanCLxOXRREht" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_fZmNof24IP7ghXti3xX16tWx", "call_id": "call_fZmNof24IP7ghXti3xX16tWx", "response_item_id": "fc_09516b48ea7a6ed6016a077dff2d04819190955ebb75a993e3", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nimport json, urllib.request\\nbase='http://100.101.173.25:11435/v1'\\nfor path in ['/models']:\\n try:\\n with urllib.request.urlopen(base+path, timeout=8) as r:\\n data=r.read().decode('utf-8','replace')\\n print('GET', path, 'OK')\\n obj=json.loads(data)\\n print(json.dumps(obj, ensure_ascii=False)[:2000])\\n except Exception as e:\\n print('GET', path, 'ERROR', type(e).__name__, str(e))\\nPY\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"\", \"exit_code\": -1, \"error\": \"BLOCKED: Command timed out. Do NOT retry this command.\", \"status\": \"blocked\"}", "tool_call_id": "call_fZmNof24IP7ghXti3xX16tWx" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB38zi7shbMnqcn5bj6Dyru5QwfL-f-DH-kdtPgDaGlyW6KAuQEtzwlFEdn2-V0xdnwkR3LWiLxy7xpgiyWlxpbpqoR0Uke6pHq7mOWRBOfL_MtZXL5WFWL4jOtFMcaDkjXA-GzScXKaPN6EcCZ8p5_FwQzaOsnWz6aOkkVUpH_GuMziPu0SPQINAD2RcH6j9eyKltpjq3Ou_0D7WHxu8v790jT9k44lCOLdPRTCQgqSGlAw1wjYajRCzvg0PGKel9WOdOTjT2QZlmx3-3WxkMjC7xLfIK3vveuoDNzrbqO7aWhhpgAWmHN-Z0DQ-MQQtSf3fmeJl0WQt3kdkTkM2my2-jzjwGLb--53DApEY7dLiQYEaVXkZNIMQHL2-RJPOgHP7P5ZSSklNjfbdAIeDIurv0oKa3qGoE7NDwUgvto_FbVcohY7Orwgk_IKk1psygoegcBxq003k4V4aWWCeVHdrqNUG54kyGawrpapaAvAvVf5Moo-xDp35Aq5GnEQDw9CO5s3xzg4vZWjwwNufXAlj4OK_nhRNQ7x25aMxgN8Kc7PXj7FpxBcexZZX3P78DHLhXD8yyVWVminKb0eh6sGJQyhNPtuFLEbsVBhhb-6dV2F5O5ZVhDLPtK0Dw3vZz9WGFAS2MVZnrZqLOrWPOj7L8Lqw6RpWsqHvv7Y_KL2V8rUelRxxkvHk99qt8c8GnSHhnq9f2a64xT2kDMcf2M4Id8h5aO6YuRpX2bbFn0mOY_eEMT_Ga6Dk9tNzQjlXQ1kN3rLJni-H_QQ8t9FBCWAMdlLqfQcoPuPb84xR3kUFUMiulMms_zuSMUGNtENwZlCyoqqJ3OpIrSDygGQU83Qt-F-6Ou8AduQKtREGXtocA4axJEyBgYexJqPpmLiPNN_AcGCS7EO1FPHpTL0PgmGmiGG1mPpt-SMpU0LScSYQP9Ovw2ZVAXgsgsDsDMAHuTxc4fnGHXl2rZRVOTIftS3KYOfI5wePDVU6FTbnshpEdQU=", "id": "rs_09516b48ea7a6ed6016a077f32c35c8191abb3a9b4e249b2de", "summary": [] } ], "tool_calls": [ { "id": "call_VitTTu2paaUoR3sCZNcCrTMO", "call_id": "call_VitTTu2paaUoR3sCZNcCrTMO", "response_item_id": "fc_09516b48ea7a6ed6016a077f33a8c08191afc7748a26e291bb", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"curl -sS --connect-timeout 3 --max-time 8 http://100.101.173.25:11435/v1/models | python -m json.tool | head -c 2000\",\"timeout\":15,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"{\\n \\\"models\\\": [\\n {\\n \\\"name\\\": \\\"qwen-3.6-agent\\\",\\n \\\"model\\\": \\\"qwen-3.6-agent\\\",\\n \\\"modified_at\\\": \\\"\\\",\\n \\\"size\\\": \\\"\\\",\\n \\\"digest\\\": \\\"\\\",\\n \\\"type\\\": \\\"model\\\",\\n \\\"description\\\": \\\"\\\",\\n \\\"tags\\\": [\\n \\\"\\\"\\n ],\\n \\\"capabilities\\\": [\\n \\\"completion\\\"\\n ],\\n \\\"parameters\\\": \\\"\\\",\\n \\\"details\\\": {\\n \\\"parent_model\\\": \\\"\\\",\\n \\\"format\\\": \\\"gguf\\\",\\n \\\"family\\\": \\\"\\\",\\n \\\"families\\\": [\\n \\\"\\\"\\n ],\\n \\\"parameter_size\\\": \\\"\\\",\\n \\\"quantization_level\\\": \\\"\\\"\\n }\\n }\\n ],\\n \\\"object\\\": \\\"list\\\",\\n \\\"data\\\": [\\n {\\n \\\"id\\\": \\\"qwen-3.6-agent\\\",\\n \\\"aliases\\\": [\\n \\\"qwen-3.6-agent\\\"\\n ],\\n \\\"tags\\\": [],\\n \\\"object\\\": \\\"model\\\",\\n \\\"created\\\": 1778876431,\\n \\\"owned_by\\\": \\\"llamacpp\\\",\\n \\\"meta\\\": {\\n \\\"vocab_type\\\": 2,\\n \\\"n_vocab\\\": 248320,\\n \\\"n_ctx_train\\\": 262144,\\n \\\"n_embd\\\": 2048,\\n \\\"n_params\\\": 34660610688,\\n \\\"size\\\": 17282099712\\n }\\n }\\n ]\\n}\", \"exit_code\": 0, \"error\": null, \"approval\": \"Command required approval (Security scan — [MEDIUM] URL uses raw IP address: URL points to IP address 100.101.173.25 instead of a domain name; [HIGH] Plain HTTP URL in execution context: URL 'http://100.101.173.25:11435/v1/models' uses unencrypted HTTP and is being passed to a command that downloads or executes content. An attacker on the network could modify the content.; [MEDIUM] Schemeless URL in sink context: URL without explicit scheme passed to a command that downloads/executes content; [HIGH] Pipe to interpreter: curl | python: Command pipes output from 'curl' directly to interpreter 'python'. Downloaded content will be executed without inspection.\\n Safer: tirith run http://100.101.173.25:11435/v1/models — or: vet http://100.101.173.25:11435/v1/models (https://getvet.sh)) and was approved by the user.\"}", "tool_call_id": "call_VitTTu2paaUoR3sCZNcCrTMO" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_GzXWooD5sbioMwjtcu4HwtvF", "call_id": "call_GzXWooD5sbioMwjtcu4HwtvF", "response_item_id": "fc_09516b48ea7a6ed6016a0780127a648191847007daf0286f72", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"tmp=$(mktemp)\\nprintf '%s' '{\\\"model\\\":\\\"qwen-3.6-agent\\\",\\\"messages\\\":[{\\\"role\\\":\\\"system\\\",\\\"content\\\":\\\"Return compact JSON only.\\\"},{\\\"role\\\":\\\"user\\\",\\\"content\\\":\\\"Synthetic test. Classify this fake instrument candidate: name Alpha Test ETF, ticker ATE, currency CHF, isin CH0000000000. Do not add facts. Return {\\\\\\\"ok\\\\\\\":true,\\\\\\\"classification\\\\\\\":\\\\\\\"exact\\\\\\\"}.\\\"}],\\\"temperature\\\":0,\\\"max_tokens\\\":80,\\\"stream\\\":false}' > \\\"$tmp\\\"\\ncurl -sS --connect-timeout 3 --max-time 30 -H 'Content-Type: application/json' --data-binary @\\\"$tmp\\\" http://100.101.173.25:11435/v1/chat/completions | head -c 2000\\nrm -f \\\"$tmp\\\"\",\"timeout\":45,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"{\\\"choices\\\":[{\\\"finish_reason\\\":\\\"stop\\\",\\\"index\\\":0,\\\"message\\\":{\\\"role\\\":\\\"assistant\\\",\\\"content\\\":\\\"{\\\\\\\"ok\\\\\\\":true,\\\\\\\"classification\\\\\\\":\\\\\\\"exact\\\\\\\"}\\\"}}],\\\"created\\\":1778876441,\\\"model\\\":\\\"qwen-3.6-agent\\\",\\\"system_fingerprint\\\":\\\"b9010-d05fe1d7d\\\",\\\"object\\\":\\\"chat.completion\\\",\\\"usage\\\":{\\\"completion_tokens\\\":10,\\\"prompt_tokens\\\":75,\\\"total_tokens\\\":85,\\\"prompt_tokens_details\\\":{\\\"cached_tokens\\\":0}},\\\"id\\\":\\\"chatcmpl-SZIvYd8hS7GMzYRgTiKtsGNKwqXqw6rE\\\",\\\"timings\\\":{\\\"cache_n\\\":0,\\\"prompt_n\\\":75,\\\"prompt_ms\\\":2805.152,\\\"prompt_per_token_ms\\\":37.402026666666664,\\\"prompt_per_second\\\":26.736519090587603,\\\"predicted_n\\\":10,\\\"predicted_ms\\\":276.829,\\\"predicted_per_token_ms\\\":27.6829,\\\"predicted_per_second\\\":36.12338302706725}}\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_GzXWooD5sbioMwjtcu4HwtvF" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4Acrs3oO8UH6ibBOJaMJ5vJNDuH7owjqjbv11TB_06OKYKksoOTqQ0OvHzyCsJyVrurr2on2ZY53YWzPPvoglkhz9fM7xCrie-yXHqixk8Wb2H_uZX_ov38SRDcSNYYFjBs3M8AQgLvrNK49FXzzEBVm6S45j10xoitKmV7gpm7nnbB5zhM16gp7Kz8C20RKX86NHwWr72rVHfxNH0IObou51-VH_x7GpBsmm9SMWWHykW4Q6jVyuBmhzdlGcoVYRdhStUJgDcI1DeGbQ5kjeK0FyPsWL0F-QWa4quwz9JOB22IBfLbWjSpNWdwOa6QJRVtbuBNV7rQkacGqcBFCnMz4gjzqfunM75f_nvF3t_6Fi8I-fK7se1PatkD36rraTkMhBLcbaTbh4VEJKa8TF4YBMly-druuOy_ZnX6LtJ8OauPYUz_xRTGHHN7tx9WoaN4ZJb_GxN4G297oxrTaUtyURpnSxd_tg_GGuyQ8ug5vvNJmxHD7h0MjYEW6feuUxYZ8j1h2nmIgsLA0weVpXAgrgNKQJneIO4r02veLTTrB2JSfzoYnBQF1XvREGZKu5CIEafJEP51RLnWDFpokHprzIwwT5ECMXPTr_FdKNNcqASNnTcYQ_8pEACZRn63n7MmnQHVnKpYAZ2OsCUvYlr924omU8iEIcOqyn2wlaNSl89CFnGtRYjTQQjNc_LBL_pefrn0lpVHZrvwigEg-rYT69wU_7K7tXz2LJE8M5tu-jyadQuESDW4xK-xKJDm1OcPQEd-ZRrmf3Ug3_gQpFBCYygvkhXcI62myGYktcO8uTtg2Z2tlNooGlzTLkpLSthvLyVdlnYOjtdDK8yPFBI8sZBNe96pPGJDP7zEUqt2uX2jC0v1FIGtTiuztz2im-W7U0FUCGezdF7krDXbanSud7O7g9gS9lAqIF4g2q6Zlu0EVlB_Ir0SxQ0GOuYRw2Bs", "id": "rs_09516b48ea7a6ed6016a07801bf684819192b057112e2b4b6c", "summary": [] } ], "tool_calls": [ { "id": "call_JOyDsjFr81qxFfm0ve3p9Sg6", "call_id": "call_JOyDsjFr81qxFfm0ve3p9Sg6", "response_item_id": "fc_09516b48ea7a6ed6016a07801c4ef48191a2aa1db51fc044b1", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":520,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import hashlib\\n 4|import json\\n 5|import os\\n 6|import re\\n 7|import zipfile\\n 8|from dataclasses import dataclass, field\\n 9|from decimal import Decimal, InvalidOperation\\n 10|from pathlib import Path\\n 11|from sqlite3 import Connection\\n 12|from typing import Sequence\\n 13|from urllib import request, error\\n 14|import xml.etree.ElementTree as ET\\n 15|\\n 16|from jarvis_finance.audit.log import record_audit_event\\n 17|from jarvis_finance.equity.manage import add_manual_position_from_catalog\\n 18|from jarvis_finance.imports.common import stable_id, utc_now\\n 19|from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n 20|from jarvis_finance.quality.alerts import create_alert\\n 21|\\n 22|VALID_MAPPING_STATUS = {\\\"exact_isin_match\\\", \\\"probable\\\", \\\"needs_manual_review\\\", \\\"rejected\\\", \\\"confirmed\\\"}\\n 23|VALID_EXTRACTORS = {\\\"deterministic_parser\\\", \\\"qwen_local\\\", \\\"manual\\\"}\\n 24|ISIN_RE = re.compile(r\\\"\\\\b[A-Z]{2}[A-Z0-9]{9}[0-9]\\\\b\\\")\\n 25|CURRENCY_RE = re.compile(r\\\"\\\\b(CHF|USD|EUR|GBP|JPY|CAD|AUD)\\\\b\\\", re.I)\\n 26|TICKER_RE = re.compile(r\\\"\\\\b[A-Z0-9]{1,6}(?:[.:-][A-Z0-9]{1,4})?\\\\b\\\")\\n 27|DECIMAL_RE = re.compile(r\\\"(? str:\\n 82| return re.sub(r\\\"\\\\s+\\\", \\\" \\\", str(text or \\\"\\\")).strip()\\n 83|\\n 84|\\n 85|def _source_label(source_file: str) -> str:\\n 86| p = Path(source_file)\\n 87| return hashlib.sha256(str(p.name).encode(\\\"utf-8\\\")).hexdigest()[:12]\\n 88|\\n 89|\\n 90|def _candidate_id(inp: CandidateInput) -> str:\\n 91| return stable_id(\\n 92| \\\"instrument_candidate\\\",\\n 93| _source_label(inp.source_file), inp.platform, inp.account, inp.source_row_number,\\n 94| inp.raw_name, inp.raw_isin, inp.raw_ticker, inp.raw_currency, inp.raw_quantity,\\n 95| )\\n 96|\\n 97|\\n 98|def _file_label(path: str | Path) -> str:\\n 99| return Path(path).name\\n 100|\\n 101|\\n 102|def extract_docx_text(path: str | Path) -> list[str]:\\n 103| \\\"\\\"\\\"Return sanitized paragraph/table text lines from a DOCX without storing broker content in repo.\\\"\\\"\\\"\\n 104| with zipfile.ZipFile(path) as zf:\\n 105| xml = zf.read(\\\"word/document.xml\\\")\\n 106| root = ET.fromstring(xml)\\n 107| ns = {\\\"w\\\": \\\"http://schemas.openxmlformats.org/wordprocessingml/2006/main\\\"}\\n 108| lines: list[str] = []\\n 109| for para in root.findall(\\\".//w:p\\\", ns):\\n 110| text = _norm_space(\\\"\\\".join(node.text or \\\"\\\" for node in para.findall(\\\".//w:t\\\", ns)))\\n 111| if text:\\n 112| lines.append(text)\\n 113| return lines\\n 114|\\n 115|\\n 116|def _looks_position_line(line: str) -> bool:\\n 117| up = line.upper()\\n 118| if any(stop in up for stop in (\\\"TOTAL\\\", \\\"SUMME\\\", \\\"CASH\\\", \\\"LIQUIDIT\\\", \\\"KONTO\\\", \\\"MARKTWERT\\\", \\\"PERFORMANCE\\\")):\\n 119| return False\\n 120| has_identifier = bool(ISIN_RE.search(up) or CURRENCY_RE.search(up))\\n 121| has_quantity_like = len(DECIMAL_RE.findall(line)) >= 1\\n 122| has_name = len(re.sub(r\\\"[^A-Za-z]\\\", \\\"\\\", line)) >= 4\\n 123| return has_identifier and has_quantity_like and has_name\\n 124|\\n 125|\\n 126|def _asset_class(line: str) -> str:\\n 127| up = line.upper()\\n 128| if \\\"ETF\\\" in up or \\\"FUND\\\" in up or \\\"FONDS\\\" in up:\\n 129| return \\\"etf\\\"\\n 130| return \\\"equity\\\"\\n 131|\\n 132|\\n 133|def _extract_ticker(line: str, isin: str, currency: str) -> str:\\n 134| words = [m.group(0).upper() for m in TICKER_RE.finditer(line.upper())]\\n 135| ignored = {isin, currency, \\\"CHF\\\", \\\"USD\\\", \\\"EUR\\\", \\\"GBP\\\", \\\"ETF\\\", \\\"FUND\\\", \\\"ISIN\\\"}\\n 136| for w in words:\\n 137| if w not in ignored and not w.isdigit() and len(w) <= 8:\\n 138| return w\\n 139| return \\\"\\\"\\n 140|\\n 141|\\n 142|def _extract_quantity(line: str) -> str:\\n 143| # Keep as source text; callers must not print values to chat. Prefer the first decimal after an identifier-ish row.\\n 144| vals = DECIMAL_RE.findall(line)\\n 145| return _norm_space(vals[0]).replace(\\\"'\\\", \\\"\\\").replace(\\\"\\\\u00a0\\\", \\\" \\\") if vals else \\\"\\\"\\n 146|\\n 147|\\n 148|def deterministic_parse_docx(path: str | Path, *, platform: str, account: str = \\\"\\\") -> list[CandidateInput]:\\n 149| lines = extract_docx_text(path)\\n 150| out: list[CandidateInput] = []\\n 151| seen: set[tuple[str, str, str]] = set()\\n 152|\\n 153| def add(inp: CandidateInput) -> None:\\n 154| key = (inp.source_row_number, inp.raw_isin or inp.proposed_isin, inp.raw_ticker or inp.proposed_ticker)\\n 155| if key not in seen:\\n 156| seen.add(key)\\n 157| out.append(inp)\\n 158|\\n 159| # True Wealth-style blocks: instrument name followed by explicit ISIN and currency/quantity nearby.\\n 160| for idx, line in enumerate(lines, start=1):\\n 161| raw = _norm_space(line)\\n 162| isin_match = ISIN_RE.search(raw.upper())\\n 163| if not isin_match:\\n 164| continue\\n 165| isin = isin_match.group(0)\\n 166| prev_candidates = [l for l in lines[max(0, idx - 5):idx - 1] if not any(x in l.upper() for x in (\\\"POSITIONSWERT\\\", \\\"ISIN\\\", \\\"CHF \\\", \\\"USD \\\", \\\"EUR \\\"))]\\n 167| name = _norm_space(prev_candidates[-1] if prev_candidates else raw.replace(isin, \\\"\\\"))[:240]\\n 168| window = \\\" \\\".join(lines[idx:min(len(lines), idx + 7)])\\n 169| curr_match = CURRENCY_RE.search(window.upper())\\n 170| currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n 171| ticker = _extract_ticker(name, isin, currency)\\n 172| add(CandidateInput(\\n 173| source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n 174| raw_name=name, raw_ticker=ticker, raw_isin=isin, raw_currency=currency,\\n 175| raw_quantity=_extract_quantity(window), raw_asset_class=_asset_class(name), extracted_by=\\\"deterministic_parser\\\",\\n 176| extraction_confidence=\\\"high\\\", proposed_name=name, proposed_ticker=ticker,\\n 177| proposed_isin=isin, proposed_currency=currency, proposed_asset_class=_asset_class(name),\\n 178| mapping_status=\\\"exact_isin_match\\\", review_note=\\\"deterministic DOCX staging candidate with source ISIN; no productive booking\\\",\\n 179| ))\\n 180|\\n 181| # Fallback single-line extraction for synthetic/simple exports.\\n 182| for idx, line in enumerate(lines, start=1):\\n 183| if not _looks_position_line(line):\\n 184| continue\\n 185| raw = _norm_space(line)\\n 186| isin_match = ISIN_RE.search(raw.upper())\\n 187| isin = isin_match.group(0) if isin_match else \\\"\\\"\\n 188| curr_match = CURRENCY_RE.search(raw.upper())\\n 189| currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n 190| ticker = _extract_ticker(raw, isin, currency)\\n 191| name = DECIMAL_RE.sub(\\\" \\\", raw)\\n 192| if isin:\\n 193| name = name.replace(isin, \\\" \\\")\\n 194| if currency:\\n 195| name = re.sub(rf\\\"\\\\b{re.escape(currency)}\\\\b\\\", \\\" \\\", name, flags=re.I)\\n 196| name = _norm_space(name)[:240]\\n 197| status = \\\"exact_isin_match\\\" if isin else \\\"needs_manual_review\\\"\\n 198| confidence = \\\"high\\\" if isin else (\\\"medium\\\" if ticker and currency else \\\"low\\\")\\n 199| add(CandidateInput(\\n 200| source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n 201| raw_name=name or raw[:240], raw_ticker=ticker, raw_isin=isin, raw_currency=currency,\\n 202| raw_quantity=_extract_quantity(raw), raw_asset_class=_asset_class(raw), extracted_by=\\\"deterministic_parser\\\",\\n 203| extraction_confidence=confidence, proposed_name=name or raw[:240], proposed_ticker=ticker,\\n 204| proposed_isin=isin, proposed_currency=currency, proposed_asset_class=_asset_class(raw),\\n 205| mapping_status=status, review_note=\\\"deterministic DOCX staging candidate; no productive booking\\\",\\n 206| ))\\n 207|\\n 208| # PostFinance-style split table: ticker-only rows under Produkt; never auto-confirm ticker-only rows.\\n 209| current_asset_class = \\\"equity\\\"\\n 210| in_positions = False\\n 211| headers = {\\\"PRODUKT\\\", \\\"ANZAHL\\\", \\\"EINSTANDSKURS\\\", \\\"TOTALWERT\\\", \\\"DIFF. VORTAG\\\", \\\"GELDKURS WÄHRUNG\\\", \\\"G&V CHF\\\", \\\"TOTALWERT CHF\\\", \\\"POSITIONEN %\\\"}\\n 212| for idx, line in enumerate(lines, start=1):\\n 213| up = _norm_space(line).upper()\\n 214| if up in {\\\"AKTIEN\\\", \\\"ETFS\\\", \\\"ETF\\\"}:\\n 215| current_asset_class = \\\"etf\\\" if \\\"ETF\\\" in up else \\\"equity\\\"\\n 216| continue\\n 217| if up == \\\"PRODUKT\\\":\\n 218| in_positions = True\\n 219| continue\\n 220| if not in_positions or up in headers or up.startswith(\\\"PAGE \\\"):\\n 221| continue\\n 222| if not re.fullmatch(r\\\"[A-Z][A-Z0-9.]{0,7}\\\", up):\\n 223| continue\\n 224| window = \\\" \\\".join(lines[idx:min(len(lines), idx + 9)])\\n 225| curr_match = CURRENCY_RE.search(window.upper())\\n 226| currency = curr_match.group(1).upper() if curr_match else \\\"\\\"\\n 227| qty = _extract_quantity(\\\" \\\".join(lines[idx:idx + 3]))\\n 228| if not qty:\\n 229| continue\\n 230| add(CandidateInput(\\n 231| source_file=_file_label(path), platform=platform, account=account, source_row_number=str(idx),\\n 232| raw_name=up, raw_ticker=up, raw_isin=\\\"\\\", raw_currency=currency, raw_quantity=qty,\\n 233| raw_asset_class=current_asset_class, extracted_by=\\\"deterministic_parser\\\", extraction_confidence=\\\"medium\\\" if currency else \\\"low\\\",\\n 234| proposed_name=up, proposed_ticker=up, proposed_currency=currency, proposed_asset_class=current_asset_class,\\n 235| mapping_status=\\\"needs_manual_review\\\", review_note=\\\"ticker-only split-table candidate; manual ISIN/exchange review required\\\",\\n 236| ))\\n 237| return out\\n 238|\\n 239|\\n 240|def qwen_extract_candidates(text_lines: list[str], *, source_file: str, platform: str, account: str = \\\"\\\", endpoint: str | None = None, model: str | None = None, timeout: int = 20) -> tuple[list[CandidateInput], bool]:\\n 241| \\\"\\\"\\\"Use local OpenAI-compatible Qwen as assistive parser. It returns staging candidates only.\\\"\\\"\\\"\\n 242| endpoint = endpoint or os.getenv(\\\"QWEN_OPENAI_BASE_URL\\\") or os.getenv(\\\"LOCAL_QWEN_BASE_URL\\\") or \\\"http://127.0.0.1:11435/v1\\\"\\n 243| model = model or os.getenv(\\\"QWEN_MODEL\\\", \\\"qwen\\\")\\n 244| payload = {\\n 245| \\\"model\\\": model,\\n 246| \\\"temperature\\\": 0,\\n 247| \\\"messages\\\": [\\n 248| {\\\"role\\\": \\\"system\\\", \\\"content\\\": \\\"Extract broker equity/ETF position candidates as JSON only. Do not invent ISIN, history, prices, or IDs. Output {\\\\\\\"positions\\\\\\\":[{name,ticker,isin,currency,quantity,asset_class,row_number,confidence,note}]}\\\"},\\n 249| {\\\"role\\\": \\\"user\\\", \\\"content\\\": \\\"\\\\n\\\".join(f\\\"{i+1}: {line}\\\" for i, line in enumerate(text_lines[:300]))},\\n 250| ],\\n 251| }\\n 252| req = request.Request(f\\\"{endpoint.rstrip('/')}/chat/completions\\\", data=json.dumps(payload).encode(\\\"utf-8\\\"), headers={\\\"Content-Type\\\": \\\"application/json\\\"})\\n 253| try:\\n 254| with request.urlopen(req, timeout=timeout) as resp:\\n 255| data = json.loads(resp.read().decode(\\\"utf-8\\\"))\\n 256| except (OSError, error.URLError, TimeoutError, json.JSONDecodeError):\\n 257| return [], False\\n 258| content = data.get(\\\"choices\\\", [{}])[0].get(\\\"message\\\", {}).get(\\\"content\\\", \\\"\\\")\\n 259| match = re.search(r\\\"\\\\{.*\\\\}\\\", content, re.S)\\n 260| if not match:\\n 261| return [], True\\n 262| try:\\n 263| parsed = json.loads(match.group(0))\\n 264| except json.JSONDecodeError:\\n 265| return [], True\\n 266| out: list[CandidateInput] = []\\n 267| for pos in parsed.get(\\\"positions\\\", []):\\n 268| isin = str(pos.get(\\\"isin\\\") or \\\"\\\").strip().upper()\\n 269| if isin and not ISIN_RE.fullmatch(isin):\\n 270| isin = \\\"\\\"\\n 271| ticker = str(pos.get(\\\"ticker\\\") or \\\"\\\").strip().upper()\\n 272| currency = str(pos.get(\\\"currency\\\") or \\\"\\\").strip().upper()\\n 273| status = \\\"exact_isin_match\\\" if isin else \\\"needs_manual_review\\\"\\n 274| out.append(CandidateInput(\\n 275| source_file=_file_label(source_file), platform=platform, account=account,\\n 276| source_row_number=str(pos.get(\\\"row_number\\\") or \\\"\\\"), raw_name=_norm_space(str(pos.get(\\\"name\\\") or \\\"\\\"))[:240],\\n 277| raw_ticker=ticker, raw_isin=isin, raw_currency=currency, raw_quantity=str(pos.get(\\\"quantity\\\") or \\\"\\\"),\\n 278| raw_asset_class=str(pos.get(\\\"asset_class\\\") or \\\"\\\").lower() or \\\"equity\\\", extracted_by=\\\"qwen_local\\\",\\n 279| extraction_confidence=str(pos.get(\\\"confidence\\\") or \\\"low\\\"), proposed_name=_norm_space(str(pos.get(\\\"name\\\") or \\\"\\\"))[:240],\\n 280| proposed_ticker=ticker, proposed_isin=isin, proposed_currency=currency,\\n 281| proposed_asset_class=str(pos.get(\\\"asset_class\\\") or \\\"\\\").lower() or \\\"equity\\\", mapping_status=status,\\n 282| review_note=_norm_space(str(pos.get(\\\"note\\\") or \\\"qwen assistive extraction; review required\\\")),\\n 283| ))\\n 284| return out, True\\n 285|\\n 286|\\n 287|def upsert_candidate(conn: Connection, inp: CandidateInput, *, dry_run: bool = False) -> str:\\n 288| if inp.extracted_by not in VALID_EXTRACTORS:\\n 289| raise ValueError(\\\"invalid extractor\\\")\\n 290| if inp.mapping_status not in VALID_MAPPING_STATUS:\\n 291| raise ValueError(\\\"invalid mapping status\\\")\\n 292| cid = _candidate_id(inp)\\n 293| if dry_run:\\n 294| return cid\\n 295| now = utc_now()\\n 296| conn.execute(\\n 297| \\\"\\\"\\\"\\n 298| INSERT INTO instrument_import_candidates(\\n 299| candidate_id, source_file, platform, account, source_row_number, raw_name, raw_ticker,\\n 300| raw_isin, raw_currency, raw_quantity, raw_asset_class, extracted_by, extraction_confidence,\\n 301| proposed_name, proposed_ticker, proposed_isin, proposed_exchange, proposed_currency,\\n 302| proposed_asset_class, provider, provider_symbol, mapping_status, review_note, created_at, updated_at\\n 303| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 304| ON CONFLICT(candidate_id) DO UPDATE SET\\n 305| raw_name=excluded.raw_name, raw_ticker=excluded.raw_ticker, raw_isin=excluded.raw_isin,\\n 306| raw_currency=excluded.raw_currency, raw_quantity=excluded.raw_quantity, raw_asset_class=excluded.raw_asset_class,\\n 307| extraction_confidence=excluded.extraction_confidence, proposed_name=excluded.proposed_name,\\n 308| proposed_ticker=excluded.proposed_ticker, proposed_isin=excluded.proposed_isin,\\n 309| proposed_exchange=excluded.proposed_exchange, proposed_currency=excluded.proposed_currency,\\n 310| proposed_asset_class=excluded.proposed_asset_class, provider=excluded.provider,\\n 311| provider_symbol=excluded.provider_symbol,\\n 312| mapping_status=CASE WHEN instrument_import_candidates.mapping_status='confirmed' THEN 'confirmed' ELSE excluded.mapping_status END,\\n 313| review_note=excluded.review_note, updated_at=excluded.updated_at\\n 314| \\\"\\\"\\\",\\n 315| (\\n 316| cid, inp.source_file, inp.platform, inp.account, inp.source_row_number, inp.raw_name, inp.raw_ticker,\\n 317| inp.raw_isin, inp.raw_currency, inp.raw_quantity, inp.raw_asset_class, inp.extracted_by, inp.extraction_confidence,\\n 318| inp.proposed_name, inp.proposed_ticker, inp.proposed_isin, inp.proposed_exchange, inp.proposed_currency,\\n 319| inp.proposed_asset_class, inp.provider, inp.provider_symbol, inp.mapping_status, inp.review_note, now, now,\\n 320| ),\\n 321| )\\n 322| if inp.mapping_status != \\\"confirmed\\\":\\n 323| create_alert(conn, priority=\\\"warnung\\\", category=\\\"equity\\\", entity_type=\\\"instrument_import_candidate\\\", entity_id=cid, rule_id=\\\"instrument_candidate_review_required\\\", message=\\\"Instrument import candidate requires manual review before booking.\\\", evidence={\\\"platform\\\": inp.platform, \\\"has_isin\\\": bool(inp.raw_isin or inp.proposed_isin)}, fingerprint=\\\"instrument_candidate_review_required\\\")\\n 324| return cid\\n 325|\\n 326|\\n 327|def _summary_from_inputs(items: list[CandidateInput], *, qwen_used: bool, qwen_available: bool, agree: int, disagree: int, warnings: int, errors: int, dry_run: bool) -> CandidateSummary:\\n 328| return CandidateSummary(\\n 329| candidates_total=len(items),\\n 330| with_isin=sum(1 for c in items if c.proposed_isin or c.raw_isin),\\n 331| without_isin=sum(1 for c in items if not (c.proposed_isin or c.raw_isin)),\\n 332| with_ticker=sum(1 for c in items if c.proposed_ticker or c.raw_ticker),\\n 333| with_currency=sum(1 for c in items if c.proposed_currency or c.raw_currency),\\n 334| exact_isin_match=sum(1 for c in items if c.mapping_status == \\\"exact_isin_match\\\"),\\n 335| probable=sum(1 for c in items if c.mapping_status == \\\"probable\\\"),\\n 336| needs_manual_review=sum(1 for c in items if c.mapping_status == \\\"needs_manual_review\\\"),\\n 337| confirmed=sum(1 for c in items if c.mapping_status == \\\"confirmed\\\"),\\n 338| rejected=sum(1 for c in items if c.mapping_status == \\\"rejected\\\"),\\n 339| importable_confirmed=sum(1 for c in items if c.mapping_status == \\\"confirmed\\\" and c.raw_quantity and (c.proposed_currency or c.raw_currency)),\\n 340| blocked=sum(1 for c in items if c.mapping_status != \\\"confirmed\\\"),\\n 341| qwen_used=qwen_used,\\n 342| qwen_available=qwen_available,\\n 343| parser_qwen_agree=agree,\\n 344| parser_qwen_disagree=disagree,\\n 345| warnings=warnings,\\n 346| errors=errors,\\n 347| dry_run=dry_run,\\n 348| )\\n 349|\\n 350|\\n 351|def stage_docx_candidates(conn: Connection, files: Sequence[str | Path], *, use_qwen: bool = False, dry_run: bool = False) -> CandidateSummary:\\n 352| qwen_used = False\\n 353| qwen_available = False\\n 354| parser_signatures: set[tuple[str, str, str]] = set()\\n 355| qwen_signatures: set[tuple[str, str, str]] = set()\\n 356| staged_items: list[CandidateInput] = []\\n 357| warnings = 0\\n 358| errors = 0\\n 359| for path in files:\\n 360| p = Path(path)\\n 361| platform = \\\"true_wealth\\\" if \\\"true\\\" in p.name.lower() else (\\\"postfinance\\\" if \\\"post\\\" in p.name.lower() else \\\"unknown\\\")\\n 362| try:\\n 363| parser_candidates = deterministic_parse_docx(p, platform=platform)\\n 364| for c in parser_candidates:\\n 365| staged_items.append(c)\\n 366| parser_signatures.add(((c.proposed_isin or c.raw_isin).upper(), (c.proposed_ticker or c.raw_ticker).upper(), (c.proposed_currency or c.raw_currency).upper()))\\n 367| upsert_candidate(conn, c, dry_run=dry_run)\\n 368| if use_qwen:\\n 369| lines = extract_docx_text(p)\\n 370| q_candidates, available = qwen_extract_candidates(lines, source_file=p.name, platform=platform)\\n 371| qwen_available = qwen_available or available\\n 372| qwen_used = qwen_used or bool(q_candidates)\\n 373| for c in q_candidates:\\n 374| staged_items.append(c)\\n 375| qwen_signatures.add(((c.proposed_isin or c.raw_isin).upper(), (c.proposed_ticker or c.raw_ticker).upper(), (c.proposed_currency or c.raw_currency).upper()))\\n 376| upsert_candidate(conn, c, dry_run=dry_run)\\n 377| except Exception:\\n 378| errors += 1\\n 379| if not dry_run:\\n 380| conn.commit()\\n 381| summary = summarize_candidates(conn, dry_run=dry_run)\\n 382| agree = len((parser_signatures - {('', '', '')}) & (qwen_signatures - {('', '', '')}))\\n 383| disagree = len((parser_signatures ^ qwen_signatures) - {('', '', '')}) if qwen_signatures else 0\\n 384| if dry_run:\\n 385| return _summary_from_inputs(staged_items, qwen_used=qwen_used, qwen_available=qwen_available, agree=agree, disagree=disagree, warnings=warnings, errors=errors, dry_run=True)\\n 386| return CandidateSummary(**{**summary.__dict__, \\\"qwen_used\\\": qwen_used, \\\"qwen_available\\\": qwen_available, \\\"parser_qwen_agree\\\": agree, \\\"parser_qwen_disagree\\\": disagree, \\\"warnings\\\": warnings, \\\"errors\\\": errors, \\\"dry_run\\\": dry_run})\\n 387|\\n 388|\\n 389|def summarize_candidates(conn: Connection, *, dry_run: bool = False) -> CandidateSummary:\\n 390| def count(where: str = \\\"1=1\\\") -> int:\\n 391| return int(conn.execute(f\\\"SELECT COUNT(*) AS c FROM instrument_import_candidates WHERE {where}\\\").fetchone()[\\\"c\\\"] or 0)\\n 392| return CandidateSummary(\\n 393| candidates_total=count(),\\n 394| with_isin=count(\\\"COALESCE(proposed_isin, raw_isin, '')<>''\\\"),\\n 395| without_isin=count(\\\"COALESCE(proposed_isin, raw_isin, '')=''\\\"),\\n 396| with_ticker=count(\\\"COALESCE(proposed_ticker, raw_ticker, '')<>''\\\"),\\n 397| with_currency=count(\\\"COALESCE(proposed_currency, raw_currency, '')<>''\\\"),\\n 398| exact_isin_match=count(\\\"mapping_status='exact_isin_match'\\\"),\\n 399| probable=count(\\\"mapping_status='probable'\\\"),\\n 400| needs_manual_review=count(\\\"mapping_status='needs_manual_review'\\\"),\\n 401| confirmed=count(\\\"mapping_status='confirmed'\\\"),\\n 402| rejected=count(\\\"mapping_status='rejected'\\\"),\\n 403| importable_confirmed=count(\\\"mapping_status='confirmed' AND COALESCE(raw_quantity,'')<>'' AND COALESCE(proposed_currency,raw_currency,'')<>''\\\"),\\n 404| blocked=count(\\\"mapping_status!='confirmed'\\\"),\\n 405| dry_run=dry_run,\\n 406| )\\n 407|\\n 408|\\n 409|def resolve_candidate(conn: Connection, candidate_id: str) -> dict[str, str]:\\n 410| row = conn.execute(\\\"SELECT * FROM instrument_import_candidates WHERE candidate_id=?\\\", (candidate_id,)).fetchone()\\n 411| if row is None:\\n 412| raise ValueError(\\\"candidate not found\\\")\\n 413| item = dict(row)\\n 414| isin = (item.get(\\\"proposed_isin\\\") or item.get(\\\"raw_isin\\\") or \\\"\\\").upper()\\n 415| ticker = (item.get(\\\"proposed_ticker\\\") or item.get(\\\"raw_ticker\\\") or \\\"\\\").upper()\\n 416| exchange = (item.get(\\\"proposed_exchange\\\") or \\\"\\\").upper()\\n 417| currency = (item.get(\\\"proposed_currency\\\") or item.get(\\\"raw_currency\\\") or \\\"\\\").upper()\\n 418| status = \\\"needs_manual_review\\\"\\n 419| if isin:\\n 420| matches = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE isin=?\\\", (isin,)).fetchone()[\\\"c\\\"]\\n 421| status = \\\"exact_isin_match\\\" if int(matches or 0) == 1 else \\\"needs_manual_review\\\"\\n 422| elif ticker and exchange and currency:\\n 423| matches = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE upper(ticker)=? AND upper(exchange)=? AND upper(COALESCE(trading_currency,instrument_currency,''))=?\\\", (ticker, exchange, currency)).fetchone()[\\\"c\\\"]\\n 424| status = \\\"probable\\\" if int(matches or 0) == 1 else \\\"needs_manual_review\\\"\\n 425| conn.execute(\\\"UPDATE instrument_import_candidates SET mapping_status=?, updated_at=? WHERE candidate_id=? AND mapping_status!='confirmed'\\\", (status, utc_now(), candidate_id))\\n 426| conn.commit()\\n 427| return {\\\"candidate_id\\\": candidate_id, \\\"mapping_status\\\": status}\\n 428|\\n 429|\\n 430|def confirm_candidate(conn: Connection, candidate_id: str, *, note: str, proposed_isin: str | None = None, proposed_ticker: str | None = None, proposed_exchange: str | None = None, proposed_currency: str | None = None) -> None:\\n 431| note = _norm_space(note)\\n 432| if not note:\\n 433| raise ValueError(\\\"review note is required\\\")\\n 434| row = conn.execute(\\\"SELECT * FROM instrument_import_candidates WHERE candidate_id=?\\\", (candidate_id,)).fetchone()\\n 435| if row is None:\\n 436| raise ValueError(\\\"candidate not found\\\")\\n 437| isin = (proposed_isin if proposed_isin is not None else row[\\\"proposed_isin\\\"] or row[\\\"raw_isin\\\"] or \\\"\\\").strip().upper()\\n 438| ticker = (proposed_ticker if proposed_ticker is not None else row[\\\"proposed_ticker\\\"] or row[\\\"raw_ticker\\\"] or \\\"\\\").strip().upper()\\n 439| exchange = (proposed_exchange if proposed_exchange is not None else row[\\\"proposed_exchange\\\"] or \\\"\\\").strip().upper()\\n 440| currency = (proposed_currency if proposed_currency is not None else row[\\\"proposed_currency\\\"] or row[\\\"raw_currency\\\"] or \\\"\\\").strip().upper()\\n 441| if not isin and not (ticker and exchange and currency):\\n 442| raise ValueError(\\\"confirmed candidate requires ISIN or ticker+exchange+currency\\\")\\n 443| conn.execute(\\n 444| \\\"UPDATE instrument_import_candidates SET proposed_isin=?, proposed_ticker=?, proposed_exchange=?, proposed_currency=?, mapping_status='confirmed', review_note=?, updated_at=? WHERE candidate_id=?\\\",\\n 445| (isin, ticker, exchange, currency, note, utc_now(), candidate_id),\\n 446| )\\n 447| record_audit_event(conn, source=\\\"instrument_import_review\\\", action=\\\"confirm_candidate\\\", entity_type=\\\"instrument_import_candidate\\\", entity_id=candidate_id, new_values={\\\"mapping_status\\\": \\\"confirmed\\\", \\\"has_isin\\\": bool(isin)}, user_text_note=note, confirmed=True, created_by=\\\"dashboard\\\")\\n 448| conn.commit()\\n 449|\\n 450|\\n 451|def reject_candidate(conn: Connection, candidate_id: str, *, note: str) -> None:\\n 452| note = _norm_space(note)\\n 453| if not note:\\n 454| raise ValueError(\\\"review note is required\\\")\\n 455| conn.execute(\\\"UPDATE instrument_import_candidates SET mapping_status='rejected', review_note=?, updated_at=? WHERE candidate_id=?\\\", (note, utc_now(), candidate_id))\\n 456| record_audit_event(conn, source=\\\"instrument_import_review\\\", action=\\\"reject_candidate\\\", entity_type=\\\"instrument_import_candidate\\\", entity_id=candidate_id, new_values={\\\"mapping_status\\\": \\\"rejected\\\"}, user_text_note=note, confirmed=True, created_by=\\\"dashboard\\\")\\n 457| conn.commit()\\n 458|\\n 459|\\n 460|def import_confirmed_candidate_snapshot(conn: Connection, candidate_id: str, *, account_id: str, snapshot_date: str, note: str, confirm: bool) -> str:\\n 461| if not confirm:\\n 462| raise ValueError(\\\"explicit confirm is required\\\")\\n 463| row = conn.execute(\\\"SELECT * FROM instrument_import_candidates WHERE candidate_id=?\\\", (candidate_id,)).fetchone()\\n 464| if row is None:\\n 465| raise ValueError(\\\"candidate not found\\\")\\n 466| if row[\\\"mapping_status\\\"] != \\\"confirmed\\\":\\n 467| raise ValueError(\\\"only confirmed candidates can be imported\\\")\\n 468| isin = (row[\\\"proposed_isin\\\"] or row[\\\"raw_isin\\\"] or \\\"\\\").strip().upper()\\n 469| ticker = (row[\\\"proposed_ticker\\\"] or row[\\\"raw_ticker\\\"] or \\\"\\\").strip().upper()\\n 470| exchange = (row[\\\"proposed_exchange\\\"] or \\\"\\\").strip().upper()\\n 471| currency = (row[\\\"proposed_currency\\\"] or row[\\\"raw_currency\\\"] or \\\"CHF\\\").strip().upper()\\n 472| name = _norm_space(row[\\\"proposed_name\\\"] or row[\\\"raw_name\\\"] or \\\"Reviewed instrument\\\")\\n 473| if not isin and not (ticker and exchange and currency):\\n 474| raise ValueError(\\\"confirmed import requires ISIN or ticker+exchange+currency\\\")\\n 475| try:\\n 476| Decimal(str(row[\\\"raw_quantity\\\"]).replace(\\\"'\\\", \\\"\\\").replace(\\\" \\\", \\\"\\\").replace(\\\",\\\", \\\".\\\"))\\n 477| except (InvalidOperation, ValueError) as exc:\\n 478| raise ValueError(\\\"candidate quantity must be Decimal text\\\") from exc\\n 479| cid = upsert_catalog_entry(conn, CatalogEntryInput(asset_class=\\\"etf\\\" if row[\\\"proposed_asset_class\\\"] == \\\"etf\\\" else \\\"equity\\\", name=name, isin=isin, ticker=ticker, exchange=exchange, trading_currency=currency, instrument_currency=currency, provider=row[\\\"provider\\\"] or \\\"manual\\\", provider_symbol=row[\\\"provider_symbol\\\"] or None, source=\\\"broker_review\\\", source_confidence=\\\"high\\\" if isin else \\\"medium\\\"), note=note)\\n 480| result = add_manual_position_from_catalog(conn, catalog_entry_id=cid, account_id=account_id, position_type=\\\"initial_snapshot\\\", quantity_text=str(row[\\\"raw_quantity\\\"]).replace(\\\"'\\\", \\\"\\\").replace(\\\" \\\", \\\"\\\").replace(\\\",\\\", \\\".\\\"), trade_date=snapshot_date, currency=currency, cost_basis_original_text=None, fx_status=\\\"not_needed\\\" if currency == \\\"CHF\\\" else \\\"missing\\\", note=note, confirm=True)\\n 481| conn.execute(\\\"UPDATE transactions SET source_type='broker_import_reviewed_snapshot', source_id=? WHERE transaction_id=?\\\", (candidate_id, result.transaction_id))\\n 482| record_audit_event(conn, source=\\\"instrument_import_review\\\", action=\\\"import_confirmed_candidate_snapshot\\\", entity_type=\\\"transaction\\\", entity_id=result.transaction_id, new_values={\\\"candidate_id\\\": candidate_id, \\\"cost_basis_uncertain\\\": True}, user_text_note=note, confirmed=True, created_by=\\\"dashboard\\\")\\n 483| conn.commit()\\n 484| return result.transaction_id\\n 485|\", \"total_lines\": 484, \"file_size\": 27485, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_JOyDsjFr81qxFfm0ve3p9Sg6" }, { "role": "assistant", "content": "", "reasoning": "**Modifying endpoint logic**\n\nI need to modify the default endpoint or model for Qwen because it's currently sending full text lines that include quantities, which isn't ideal. I think a new function maybe called `resolve_existing_candidates_with_qwen` should send sanitized rows from the database without quantities. I'll also need to update the UI grouping and run tests. Plus, I should inspect the dashboard portion to ensure everything is functioning correctly.", "finish_reason": "tool_calls", "reasoning_content": "**Modifying endpoint logic**\n\nI need to modify the default endpoint or model for Qwen because it's currently sending full text lines that include quantities, which isn't ideal. I think a new function maybe called `resolve_existing_candidates_with_qwen` should send sanitized rows from the database without quantities. I'll also need to update the UI grouping and run tests. Plus, I should inspect the dashboard portion to ensure everything is functioning correctly.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4AjQpr_XG-eXGAlRoTvRN19b8hSq_411KIzeS6xBDyiIAxu_diUzMY085lm_81WJhk8JKDzZS7D8akzVcgP6VhJnOHXMNFY_ap7mKR7iL7UuxuwMZGi91faIpCaRvFVWqYvRgWkxwDOoViFAsmtuLwlm_66Wq1JhVXRgJ6p0Ghs_y35niODc0AeMtjhJMixY8hMeJlETghMYX-dl_QJVnHJmcRmXsiVRt60YHS04z4wNXkJIKWxeBfyFKlS8SyUslliMQNjoKvbAA7lQl0DeBRRjvub8n6cTCq7mtF8uFNMUeBnjiaJzm26-hlYKNeiRjHJxKN5TDXnpZddAUKTzKrx01o16VCKU88ABXhz8fnv-fl-bQbTHLbMFbFHR9RYW02c7IFKOqXYbkpKXAJsWjYMXH4Rg9G994OvVl5fJ1KRBwjxRNqy3Be98Yf1gwN48fBSVla1KU60d-mYX9PkHeuX0wO9J2IDNLfJUjyz0dMsWq57_ULhwQR3TELuoH1HcHtNLt5XqbbkdOJQwCt3Rn_5I-D87Jvv6gqvZSDDhviOAs6Rk1qrf7wqXSjG5hs4xkDS6-2VXnrFXIla1-pCJLXU-u8hpxmDgk8lw-RMR5M0SP7HL9eSBs-BDjd_Fyfw9HmjmchTCxb1CrzQx0jxnppMXc61azXccecZn0natOAJhNqqeeKsCZRCY-K4XOtzgBiapBrcs7K3lalxsSS1yYBtmDwSlcdTuScGpWQi78INde89nj5gxU9kx0BWAB2HMBLJUXNBRFoCAsG9fNPQyXuDrJHkVTnGouTjEhJbOQxnjLN7xY1BD0ccmeBCGLB5xxF13tsXT0RfMiZ47v9Zh_kHGrZjgcX7DNe_ji7WV7zrgKNoJewIc3ysCGAnvtyhfMvu6ZSjnSXI7jj5lSbRhz5ZdlDOF37nNhFtOrjnwCiWRQ_KDOgEZ9sJRTQAzUC_YSidjIDDOcZ0TZYdX5MOX6ZwGPhByz-TvnjkDCOcrceJ3bDcmcWtQhRnpp7wc49Wu0wOMim6ldII3QPmX0WlzG7iDUfLe6ZIvEFPBHhmo5ycNuxEM0MsFKfD8kuwsWa4DLeKG1HErMFNlDt1WrjPWWPdrjAVT-2WOXjqWhOQTE91jwsdZITIxJTetQgKe-ZWztuYT-x3TFlOaVod7NTLl4vOB6pzkO1FkKzlkrFGYUjX8yP_eQBy3kkQV4hMwDIRRYzMsLHOH0_jzmRAf-XT-As4eYO8HWTqsFJHhc67dQg5vt5eq8FLtZAqUke-tHCGc_pks6edoGOidc50xCaiYGP4lQ==", "id": "rs_09516b48ea7a6ed6016a078020c384819188e4763401e3eab3", "summary": [ { "type": "summary_text", "text": "**Modifying endpoint logic**\n\nI need to modify the default endpoint or model for Qwen because it's currently sending full text lines that include quantities, which isn't ideal. I think a new function maybe called `resolve_existing_candidates_with_qwen` should send sanitized rows from the database without quantities. I'll also need to update the UI grouping and run tests. Plus, I should inspect the dashboard portion to ensure everything is functioning correctly." } ] } ], "tool_calls": [ { "id": "call_XZq2rhEP1naAANHbvdenZwnA", "call_id": "call_XZq2rhEP1naAANHbvdenZwnA", "response_item_id": "fc_09516b48ea7a6ed6016a07802353688191b1bf35bc3bd1a2c7", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":330,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|\\n 5|from jarvis_finance.dashboard import data\\n 6|from jarvis_finance.dashboard.components.tables import show_table\\n 7|from jarvis_finance.equity.manage import add_equity_initial_snapshot, add_equity_transaction, add_manual_position_from_catalog, create_manual_catalog_entry, get_equity_management_options\\n 8|from jarvis_finance.fx.overrides import set_manual_fx_override\\n 9|from jarvis_finance.imports.instrument_candidates import confirm_candidate, reject_candidate, resolve_candidate\\n 10|from jarvis_finance.market_data.candidates import reject_mapping_candidate, select_mapping_candidate\\n 11|\\n 12|PAGE_TITLE = \\\"Equity/ETF Manage\\\"\\n 13|\\n 14|\\n 15|def _account_label(row: dict[str, str]) -> str:\\n 16| return f\\\"{row['platform_name']} / {row['account_name']} [{row['currency']} ]\\\"\\n 17|\\n 18|\\n 19|def _instrument_label(row: dict[str, str]) -> str:\\n 20| suffix = row.get(\\\"isin\\\") or row.get(\\\"ticker\\\") or row[\\\"instrument_id\\\"]\\n 21| return f\\\"{row['name']} ({suffix})\\\"\\n 22|\\n 23|\\n 24|def _selected(rows: list[dict[str, str]], label: str | None, label_fn) -> dict[str, str] | None:\\n 25| if not label:\\n 26| return None\\n 27| for row in rows:\\n 28| if label_fn(row) == label:\\n 29| return row\\n 30| return None\\n 31|\\n 32|\\n 33|def render(st, conn) -> None:\\n 34| st.title(\\\"Equity/ETF Manage\\\")\\n 35| st.caption(\\\"Auditierbare manuelle Aktien-/ETF-Erfassung. Dashboard liest lokal; keine Broker-Dateien oder Live-APIs beim Rendern.\\\")\\n 36| st.warning(\\\"Keine stillen Überschreibungen: Initial Snapshots, Transaktionen und Korrekturen werden als bestätigte Ledger-Ereignisse mit Audit-Log gespeichert.\\\")\\n 37|\\n 38| options = get_equity_management_options(conn)\\n 39| account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n 40| instrument_labels = [_instrument_label(row) for row in options[\\\"instruments\\\"]]\\n 41| tabs = st.tabs([\\\"Instrument Search / Add Position\\\", \\\"Mapping Review Queue\\\", \\\"Hinzufügen\\\", \\\"Kaufen\\\", \\\"Partial Sell\\\", \\\"Full Sell\\\", \\\"Dividende\\\", \\\"ETF-Ausschüttung\\\", \\\"Fee\\\", \\\"Korrigieren\\\", \\\"Review\\\"])\\n 42|\\n 43| with tabs[0]:\\n 44| st.subheader(\\\"Instrument Search / Add Position\\\")\\n 45| st.caption(\\\"Lokaler Katalog zuerst; externe Lookups nur über freigegebene Provider. Mehrere Listings bleiben Auswahlpflicht.\\\")\\n 46| summary = data.get_instrument_catalog_summary(conn)\\n 47| st.write(summary)\\n 48| query = st.text_input(\\\"Suche nach ISIN, Symbol, Name, Provider-Symbol, Exchange oder Currency\\\", key=\\\"catalog_search_query\\\")\\n 49| class_filter = st.selectbox(\\\"Filter\\\", [\\\"\\\", \\\"equity\\\", \\\"etf\\\", \\\"crypto\\\", \\\"cash\\\"], key=\\\"catalog_search_class\\\")\\n 50| catalog_rows = data.get_instrument_catalog_entries(conn, query=query or None, asset_class=class_filter or None)\\n 51| show_table(st, catalog_rows)\\n 52| st.divider()\\n 53| st.subheader(\\\"Katalogeintrag manuell anlegen\\\")\\n 54| c_asset = st.selectbox(\\\"Assetklasse\\\", [\\\"equity\\\", \\\"etf\\\"], key=\\\"catalog_new_asset\\\")\\n 55| c_name = st.text_input(\\\"Name\\\", key=\\\"catalog_new_name\\\")\\n 56| c_isin = st.text_input(\\\"ISIN\\\", key=\\\"catalog_new_isin\\\")\\n 57| c_ticker = st.text_input(\\\"Ticker/Symbol\\\", key=\\\"catalog_new_ticker\\\")\\n 58| c_exchange = st.text_input(\\\"Exchange\\\", key=\\\"catalog_new_exchange\\\")\\n 59| c_currency = st.selectbox(\\\"Trading/Instrument Currency\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"catalog_new_currency\\\")\\n 60| c_provider = st.text_input(\\\"Provider\\\", value=\\\"manual\\\", key=\\\"catalog_new_provider\\\")\\n 61| c_provider_symbol = st.text_input(\\\"Provider-Symbol\\\", key=\\\"catalog_new_provider_symbol\\\")\\n 62| c_hedge = st.selectbox(\\\"Hedge Status\\\", [\\\"unknown\\\", \\\"hedged\\\", \\\"unhedged\\\"], key=\\\"catalog_new_hedge\\\")\\n 63| c_status = st.selectbox(\\\"Instrument Status\\\", [\\\"unknown\\\", \\\"active\\\", \\\"suspended\\\", \\\"delisted\\\", \\\"merged\\\", \\\"inactive\\\"], key=\\\"catalog_new_status\\\")\\n 64| c_policy = st.selectbox(\\\"Valuation Policy\\\", [\\\"live_price\\\", \\\"last_known_price\\\", \\\"manual_value\\\", \\\"exclude_from_auto_price_update\\\"], key=\\\"catalog_new_policy\\\")\\n 65| c_note = st.text_area(\\\"Katalog-Notiz (Pflicht)\\\", key=\\\"catalog_new_note\\\")\\n 66| if st.button(\\\"Katalogeintrag speichern\\\", key=\\\"catalog_new_save\\\"):\\n 67| try:\\n 68| cid = create_manual_catalog_entry(conn, asset_class=c_asset, name=c_name, isin=c_isin, ticker=c_ticker, exchange=c_exchange, currency=c_currency, provider=c_provider, provider_symbol=c_provider_symbol, hedge_status=c_hedge, instrument_status=c_status, valuation_policy=c_policy, note=c_note)\\n 69| st.success(\\\"Katalogeintrag gespeichert; Audit-Log geschrieben.\\\")\\n 70| st.write({\\\"catalog_entry_id\\\": cid})\\n 71| except Exception as exc:\\n 72| st.error(f\\\"Katalogspeicherung abgelehnt: {exc}\\\")\\n 73| st.divider()\\n 74| st.subheader(\\\"Position aus Katalog hinzufügen\\\")\\n 75| entry_labels = [f\\\"{r.get('catalog_entry_id')} | {r.get('ticker') or ''} | {r.get('name')} | {r.get('isin') or ''} | {r.get('exchange') or ''} | {r.get('trading_currency') or ''}\\\" for r in catalog_rows]\\n 76| entry_label = st.selectbox(\\\"Katalog-Kandidat auswählen\\\", entry_labels, key=\\\"catalog_position_entry\\\") if entry_labels else None\\n 77| pos_account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=\\\"catalog_position_account\\\") if account_labels else None\\n 78| pos_type = st.selectbox(\\\"Positionstyp\\\", [\\\"initial_snapshot\\\", \\\"buy\\\", \\\"manual_adjustment\\\"], key=\\\"catalog_position_type\\\")\\n 79| pos_qty = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"catalog_position_qty\\\")\\n 80| pos_date = st.date_input(\\\"Datum\\\", key=\\\"catalog_position_date\\\")\\n 81| pos_currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"catalog_position_currency\\\")\\n 82| pos_cost = st.text_input(\\\"Einstandspreis / Cost Basis optional\\\", key=\\\"catalog_position_cost\\\")\\n 83| pos_fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"not_needed\\\", \\\"missing\\\", \\\"manual_override\\\", \\\"manual_override_required\\\"], key=\\\"catalog_position_fx_status\\\")\\n 84| pos_fx_rate = st.text_input(\\\"FX-Rate optional\\\", key=\\\"catalog_position_fx_rate\\\")\\n 85| pos_fx_source = st.text_input(\\\"FX-Quelle optional\\\", key=\\\"catalog_position_fx_source\\\")\\n 86| pos_note = st.text_area(\\\"Review-/Bestätigungsnotiz\\\", key=\\\"catalog_position_note\\\")\\n 87| pos_confirm = st.checkbox(\\\"Ich bestätige diese einzelne Katalog-Position\\\", key=\\\"catalog_position_confirm\\\")\\n 88| selected_pos_account = _selected(options[\\\"accounts\\\"], pos_account_label, _account_label)\\n 89| if st.button(\\\"Position aus Katalog speichern\\\", key=\\\"catalog_position_save\\\", type=\\\"primary\\\"):\\n 90| try:\\n 91| if not entry_label or not selected_pos_account:\\n 92| raise ValueError(\\\"catalog entry and account are required\\\")\\n 93| result = add_manual_position_from_catalog(conn, catalog_entry_id=entry_label.split(\\\" | \\\", 1)[0], account_id=selected_pos_account[\\\"account_id\\\"], position_type=pos_type, quantity_text=pos_qty, trade_date=str(pos_date), currency=pos_currency, cost_basis_original_text=pos_cost or None, fx_status=pos_fx_status, fx_rate_to_chf_text=pos_fx_rate or None, fx_source=pos_fx_source or None, note=pos_note, confirm=bool(pos_confirm))\\n 94| st.success(\\\"Position gespeichert und auditierbar erfasst.\\\")\\n 95| st.write({\\\"instrument_id\\\": result.instrument_id, \\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n 96| except Exception as exc:\\n 97| st.error(f\\\"Positionsspeicherung abgelehnt: {exc}\\\")\\n 98|\\n 99| with tabs[1]:\\n 100| st.subheader(\\\"Mapping Review Queue: PostFinance / True Wealth\\\")\\n 101| st.caption(\\\"Staging-Kandidaten aus Broker-DOCX. Mengen sind nur als '' sichtbar; keine produktive Buchung ohne confirmed + separate Import-Freigabe.\\\")\\n 102| st.write(data.get_instrument_import_candidate_summary(conn))\\n 103| status_filter = st.selectbox(\\\"Status\\\", [\\\"\\\", \\\"needs_manual_review\\\", \\\"exact_isin_match\\\", \\\"probable\\\", \\\"confirmed\\\", \\\"rejected\\\"], key=\\\"instrument_candidate_status_filter\\\")\\n 104| candidate_rows = data.get_instrument_import_candidates(conn, status=status_filter or None)\\n 105| show_table(st, candidate_rows)\\n 106| labels = [f\\\"{r['candidate_id']} | {r['platform']} | {r.get('raw_ticker','')} | {r.get('raw_isin','')} | {r['mapping_status']}\\\" for r in candidate_rows]\\n 107| selected_label = st.selectbox(\\\"Kandidat auswählen\\\", labels, key=\\\"instrument_candidate_select\\\") if labels else None\\n 108| review_note = st.text_area(\\\"Review-Notiz (Pflicht für Confirm/Reject)\\\", key=\\\"instrument_candidate_note\\\")\\n 109| manual_isin = st.text_input(\\\"ISIN manuell ergänzen/korrigieren\\\", key=\\\"instrument_candidate_isin\\\")\\n 110| manual_ticker = st.text_input(\\\"Ticker manuell ergänzen/korrigieren\\\", key=\\\"instrument_candidate_ticker\\\")\\n 111| manual_exchange = st.text_input(\\\"Exchange manuell ergänzen/korrigieren\\\", key=\\\"instrument_candidate_exchange\\\")\\n 112| manual_currency = st.selectbox(\\\"Währung manuell ergänzen/korrigieren\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"instrument_candidate_currency\\\")\\n 113| st.info(\\\"Ticker allein reicht nie für Auto-Import. ISIN oder Ticker+Exchange+Währung werden für confirmed verlangt.\\\")\\n 114| if st.button(\\\"Resolver erneut anwenden\\\", key=\\\"instrument_candidate_resolve\\\"):\\n 115| try:\\n 116| if not selected_label:\\n 117| raise ValueError(\\\"candidate is required\\\")\\n 118| result = resolve_candidate(conn, selected_label.split(\\\" | \\\", 1)[0])\\n 119| st.success(\\\"Resolver ausgeführt; Status aktualisiert.\\\")\\n 120| st.write(result)\\n 121| except Exception as exc:\\n 122| st.error(f\\\"Resolver abgelehnt: {exc}\\\")\\n 123| if st.button(\\\"Kandidat bestätigen\\\", key=\\\"instrument_candidate_confirm\\\"):\\n 124| try:\\n 125| if not selected_label:\\n 126| raise ValueError(\\\"candidate is required\\\")\\n 127| confirm_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note, proposed_isin=manual_isin or None, proposed_ticker=manual_ticker or None, proposed_exchange=manual_exchange or None, proposed_currency=manual_currency or None)\\n 128| st.success(\\\"Kandidat bestätigt; Audit-Log geschrieben. Noch keine Portfolio-Buchung.\\\")\\n 129| except Exception as exc:\\n 130| st.error(f\\\"Bestätigung abgelehnt: {exc}\\\")\\n 131| if st.button(\\\"Kandidat ablehnen\\\", key=\\\"instrument_candidate_reject\\\"):\\n 132| try:\\n 133| if not selected_label:\\n 134| raise ValueError(\\\"candidate is required\\\")\\n 135| reject_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note)\\n 136| st.success(\\\"Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\n 137| except Exception as exc:\\n 138| st.error(f\\\"Ablehnung abgelehnt: {exc}\\\")\\n 139| st.caption(\\\"Finaler Initial-Snapshot-Import bleibt absichtlich außerhalb dieser Review-Aktion und braucht separate Freigabe.\\\")\\n 140|\\n 141| with tabs[2]:\\n 142| st.subheader(\\\"Aktie/ETF als Initial Snapshot hinzufügen\\\")\\n 143| account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=\\\"equity_add_account\\\") if account_labels else None\\n 144| asset_class = st.selectbox(\\\"Assetklasse\\\", [\\\"stock\\\", \\\"ETF\\\"], key=\\\"equity_add_class\\\")\\n 145| name = st.text_input(\\\"Name\\\", key=\\\"equity_add_name\\\")\\n 146| isin = st.text_input(\\\"ISIN (primäre Identifikation)\\\", key=\\\"equity_add_isin\\\")\\n 147| ticker = st.text_input(\\\"Ticker optional\\\", key=\\\"equity_add_ticker\\\")\\n 148| exchange = st.text_input(\\\"Exchange optional\\\", key=\\\"equity_add_exchange\\\")\\n 149| currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"equity_add_currency\\\")\\n 150| quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"equity_add_qty\\\")\\n 151| cost_basis = st.text_input(\\\"Einstandspreis / Cost Basis Originalwährung\\\", key=\\\"equity_add_cost\\\")\\n 152| fx_rate = st.text_input(\\\"FX-Kurs zu CHF (bei EUR/USD)\\\", key=\\\"equity_add_fx\\\")\\n 153| fx_source = st.text_input(\\\"FX-Quelle\\\", key=\\\"equity_add_fx_source\\\")\\n 154| fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"ok\\\", \\\"missing\\\"], key=\\\"equity_add_fx_status\\\")\\n 155| snapshot_date = st.date_input(\\\"Snapshot-Datum\\\", key=\\\"equity_add_date\\\")\\n 156| category = st.selectbox(\\\"Kategorie\\\", [\\\"Core\\\", \\\"Opportunity\\\", \\\"Unknown\\\"], key=\\\"equity_add_category\\\")\\n 157| note = st.text_area(\\\"Notiz (Pflicht bei unvollständiger Historie)\\\", key=\\\"equity_add_note\\\")\\n 158| with st.expander(\\\"ETF-spezifische Felder\\\"):\\n 159| ter = st.text_input(\\\"TER optional\\\", key=\\\"equity_add_ter\\\")\\n 160| distribution_policy = st.text_input(\\\"ausschüttend/thesaurierend optional\\\", key=\\\"equity_add_distribution\\\")\\n 161| index_name = st.text_input(\\\"Index optional\\\", key=\\\"equity_add_index\\\")\\n 162| fund_domicile = st.text_input(\\\"Fondsdomizil optional\\\", key=\\\"equity_add_domicile\\\")\\n 163| benchmark = st.text_input(\\\"Benchmark optional\\\", key=\\\"equity_add_benchmark\\\")\\n 164| confirm = st.checkbox(\\\"Ich bestätige diese einzelne Änderung\\\", key=\\\"equity_add_confirm\\\")\\n 165| selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n 166| st.write({\\\"Aktion\\\": \\\"initial_position_snapshot\\\", \\\"Name\\\": name, \\\"ISIN\\\": isin or \\\"\\\", \\\"Ticker\\\": ticker or \\\"\\\", \\\"Währung\\\": currency, \\\"Datum\\\": str(snapshot_date), \\\"Hinweis\\\": \\\"Keine Massenänderung; Speicherung erst nach Bestätigung.\\\"})\\n 167| if st.button(\\\"Bestätigt speichern\\\", key=\\\"equity_add_save\\\", type=\\\"primary\\\"):\\n 168| try:\\n 169| if not selected_account:\\n 170| raise ValueError(\\\"account is required\\\")\\n 171| result = add_equity_initial_snapshot(\\n 172| conn,\\n 173| account_id=selected_account[\\\"account_id\\\"],\\n 174| asset_class=asset_class,\\n 175| name=name,\\n 176| isin=isin,\\n 177| ticker=ticker,\\n 178| exchange=exchange,\\n 179| currency=currency,\\n 180| quantity_text=quantity,\\n 181| cost_basis_original_text=cost_basis,\\n 182| snapshot_date=str(snapshot_date),\\n 183| category=category,\\n 184| note=note,\\n 185| fx_rate_to_chf_text=fx_rate or None,\\n 186| fx_source=fx_source or None,\\n 187| fx_status=fx_status,\\n 188| ter_text=ter or None,\\n 189| distribution_policy=distribution_policy or None,\\n 190| index_name=index_name or None,\\n 191| fund_domicile=fund_domicile or None,\\n 192| benchmark=benchmark or None,\\n 193| confirm=bool(confirm),\\n 194| )\\n 195| st.success(\\\"Initial Snapshot gespeichert und auditierbar erfasst.\\\")\\n 196| st.write({\\\"instrument_id\\\": result.instrument_id, \\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n 197| except Exception as exc:\\n 198| st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n 199|\\n 200| def transaction_form(tab, title: str, tx_type: str) -> None:\\n 201| with tab:\\n 202| st.subheader(title)\\n 203| account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=f\\\"equity_{tx_type}_account\\\") if account_labels else None\\n 204| instrument_label = st.selectbox(\\\"Instrument\\\", instrument_labels, key=f\\\"equity_{tx_type}_instrument\\\") if instrument_labels else None\\n 205| date_value = st.date_input(\\\"Datum\\\", key=f\\\"equity_{tx_type}_date\\\")\\n 206| qty_default = \\\"0\\\" if tx_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"} else \\\"\\\"\\n 207| quantity = st.text_input(\\\"Menge als Decimal-Text\\\", value=qty_default, key=f\\\"equity_{tx_type}_qty\\\")\\n 208| gross = st.text_input(\\\"Brutto/Cost/Proceeds Originalwährung\\\", key=f\\\"equity_{tx_type}_gross\\\")\\n 209| currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=f\\\"equity_{tx_type}_currency\\\")\\n 210| fx_rate = st.text_input(\\\"FX-Kurs zu CHF (bei EUR/USD)\\\", key=f\\\"equity_{tx_type}_fx\\\")\\n 211| fx_source = st.text_input(\\\"FX-Quelle\\\", key=f\\\"equity_{tx_type}_fx_source\\\")\\n 212| fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"ok\\\", \\\"missing\\\"], key=f\\\"equity_{tx_type}_fx_status\\\")\\n 213| note = st.text_area(\\\"Notiz / Grund\\\", key=f\\\"equity_{tx_type}_note\\\")\\n 214| confirm = st.checkbox(\\\"Ich bestätige diese Änderung\\\", key=f\\\"equity_{tx_type}_confirm\\\")\\n 215| selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n 216| selected_instrument = _selected(options[\\\"instruments\\\"], instrument_label, _instrument_label)\\n 217| st.write({\\\"Aktion\\\": tx_type, \\\"Instrument\\\": instrument_label, \\\"Datum\\\": str(date_value), \\\"FX-Status\\\": fx_status})\\n 218| if st.button(\\\"Bestätigt speichern\\\", key=f\\\"equity_{tx_type}_save\\\"):\\n 219| try:\\n 220| if not selected_account or not selected_instrument:\\n 221| raise ValueError(\\\"account and instrument are required\\\")\\n 222| result = add_equity_transaction(\\n 223| conn,\\n 224| account_id=selected_account[\\\"account_id\\\"],\\n 225| instrument_id=selected_instrument[\\\"instrument_id\\\"],\\n 226| transaction_type=tx_type,\\n 227| trade_date=str(date_value),\\n 228| quantity_text=quantity,\\n 229| gross_amount_original_text=gross,\\n 230| currency=currency,\\n 231| fx_rate_to_chf_text=fx_rate or None,\\n 232| fx_source=fx_source or None,\\n 233| fx_status=fx_status,\\n 234| note=note,\\n 235| confirm=bool(confirm),\\n 236| )\\n 237| st.success(\\\"Transaktion gespeichert und auditierbar erfasst.\\\")\\n 238| st.write({\\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n 239| except Exception as exc:\\n 240| st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n 241|\\n 242| transaction_form(tabs[3], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n 243| transaction_form(tabs[4], \\\"Teilverkauf erfassen\\\", \\\"partial_sell\\\")\\n 244| transaction_form(tabs[5], \\\"Vollverkauf erfassen\\\", \\\"full_sell\\\")\\n 245| transaction_form(tabs[6], \\\"Dividende erfassen\\\", \\\"dividend\\\")\\n 246| transaction_form(tabs[7], \\\"ETF-Ausschüttung erfassen\\\", \\\"etf_distribution\\\")\\n 247| transaction_form(tabs[8], \\\"Fee erfassen\\\", \\\"fee\\\")\\n 248| transaction_form(tabs[9], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n 249|\\n 250| with tabs[10]:\\n 251| st.subheader(\\\"Aktuelle Equity/ETF Übersicht\\\")\\n 252| show_table(st, data.get_positions(conn))\\n 253| st.divider()\\n 254| st.subheader(\\\"Instrument Price Mapping Review\\\")\\n 255| st.caption(\\\"Runtime-Review: Kandidaten ansehen und manuell bestätigen. Keine Live-API und keine Positionsänderung beim Rendern.\\\")\\n 256| review_rows = data.get_instrument_mapping_review(conn)\\n 257| show_table(st, review_rows)\\n 258| candidates_all = data.get_instrument_mapping_candidates(conn)\\n 259| provider_filter = st.selectbox(\\\"Filter Provider\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_provider\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_provider\\\")}), key=\\\"mapping_candidate_provider_filter\\\") if candidates_all else \\\"\\\"\\n 260| exchange_filter = st.selectbox(\\\"Filter Exchange\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_exchange\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_exchange\\\")}), key=\\\"mapping_candidate_exchange_filter\\\") if candidates_all else \\\"\\\"\\n 261| currency_filter = st.selectbox(\\\"Filter Währung\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_currency\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_currency\\\")}), key=\\\"mapping_candidate_currency_filter\\\") if candidates_all else \\\"\\\"\\n 262| confidence_filter = st.selectbox(\\\"Filter Confidence\\\", [\\\"\\\", \\\"high\\\", \\\"medium\\\", \\\"low\\\"], key=\\\"mapping_candidate_confidence_filter\\\") if candidates_all else \\\"\\\"\\n 263| hedge_filter = st.selectbox(\\\"Filter Hedge-Status\\\", [\\\"\\\"] + sorted({c.get(\\\"candidate_hedge_status\\\", \\\"\\\") for c in candidates_all if c.get(\\\"candidate_hedge_status\\\")}), key=\\\"mapping_candidate_hedge_filter\\\") if candidates_all else \\\"\\\"\\n 264| candidates = [c for c in candidates_all if (not provider_filter or c.get(\\\"candidate_provider\\\") == provider_filter) and (not exchange_filter or c.get(\\\"candidate_exchange\\\") == exchange_filter) and (not currency_filter or c.get(\\\"candidate_currency\\\") == currency_filter) and (not confidence_filter or c.get(\\\"confidence\\\") == confidence_filter) and (not hedge_filter or c.get(\\\"candidate_hedge_status\\\") == hedge_filter)]\\n 265| show_table(st, candidates)\\n 266| candidate_labels = [f\\\"{c['candidate_id']} | {c['candidate_provider']} | {c['candidate_provider_symbol']} | {c['candidate_exchange']} | {c['candidate_currency']} | score={c.get('ranking_score','')} | {c.get('ranking_mark','')} | {c['confidence']} | {c['review_status']}\\\" for c in candidates]\\n 267| selected_candidate_label = st.selectbox(\\\"Mapping-Kandidat auswählen\\\", candidate_labels, key=\\\"mapping_candidate_select\\\") if candidate_labels else None\\n 268| mapping_note = st.text_area(\\\"Bestätigungsnotiz für Mapping-Auswahl\\\", key=\\\"mapping_candidate_note\\\")\\n 269| st.info(\\\"Aktionen: Kandidat auswählen, Kandidat ablehnen, manuell erfassen über Tab 'Instrument Search / Add Position', oder später prüfen durch Nicht-Auswahl.\\\")\\n 270| if st.button(\\\"Ausgewählten Mapping-Kandidaten bestätigen\\\", key=\\\"mapping_candidate_confirm\\\"):\\n 271| try:\\n 272| if not selected_candidate_label:\\n 273| raise ValueError(\\\"candidate is required\\\")\\n 274| candidate_id = selected_candidate_label.split(\\\" | \\\", 1)[0]\\n 275| mapping_id = select_mapping_candidate(conn, candidate_id=candidate_id, note=mapping_note, created_by=\\\"dashboard\\\")\\n 276| st.success(\\\"Mapping-Kandidat bestätigt; Audit-Log geschrieben.\\\")\\n 277| st.write({\\\"mapping_id\\\": mapping_id})\\n 278| except Exception as exc:\\n 279| st.error(f\\\"Mapping-Auswahl abgelehnt: {exc}\\\")\\n 280| if st.button(\\\"Ausgewählten Mapping-Kandidaten ablehnen\\\", key=\\\"mapping_candidate_reject\\\"):\\n 281| try:\\n 282| if not selected_candidate_label:\\n 283| raise ValueError(\\\"candidate is required\\\")\\n 284| candidate_id = selected_candidate_label.split(\\\" | \\\", 1)[0]\\n 285| reject_mapping_candidate(conn, candidate_id=candidate_id, note=mapping_note, created_by=\\\"dashboard\\\")\\n 286| st.success(\\\"Mapping-Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\n 287| except Exception as exc:\\n 288| st.error(f\\\"Mapping-Ablehnung abgelehnt: {exc}\\\")\\n 289| st.caption(\\\"Manuell erfassen: neuen Katalogeintrag im Tab 'Instrument Search / Add Position' speichern. Keine Portfolio-Transaktion wird durch Mapping Review geändert.\\\")\\n 290| st.divider()\\n 291| st.subheader(\\\"FX Override Review\\\")\\n 292| st.caption(\\\"Historische FX-Rates nur manuell mit Quelle/Notiz erfassen. Keine Rates ohne bewusste Speicherung.\\\")\\n 293| fx_rows = data.get_fx_override_requirements(conn)\\n 294| show_table(st, fx_rows)\\n 295| fx_labels = [f\\\"{r['base_currency']}/{r['quote_currency']} {r['rate_date']} ({r['fx_status']})\\\" for r in fx_rows]\\n 296| fx_label = st.selectbox(\\\"FX-Paar/Datum\\\", fx_labels, key=\\\"fx_override_select\\\") if fx_labels else None\\n 297| fx_rate = st.text_input(\\\"FX-Rate zu CHF\\\", key=\\\"fx_override_rate\\\")\\n 298| fx_note = st.text_area(\\\"FX-Quelle/Notiz (Pflicht)\\\", key=\\\"fx_override_note\\\")\\n 299| if st.button(\\\"Manual FX Override speichern\\\", key=\\\"fx_override_save\\\"):\\n 300| try:\\n 301| if not fx_label:\\n 302| raise ValueError(\\\"fx pair/date is required\\\")\\n 303| pair, date_part = fx_label.split(\\\" \\\", 1)\\n 304| base, quote = pair.split(\\\"/\\\", 1)\\n 305| rate_date = date_part.split(\\\" \\\", 1)[0]\\n 306| set_manual_fx_override(conn, base_currency=base, quote_currency=quote, rate_date=rate_date, rate=Decimal(fx_rate), note=fx_note, created_by=\\\"dashboard\\\")\\n 307| st.success(\\\"Manual FX Override gespeichert und auditierbar erfasst.\\\")\\n 308| except Exception as exc:\\n 309| st.error(f\\\"FX Override abgelehnt: {exc}\\\")\\n 310|\", \"total_lines\": 309, \"file_size\": 23638, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_XZq2rhEP1naAANHbvdenZwnA" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_09516b48ea7a6ed6016a078026a5948191a87bc0d31b226fb8", "summary": [] } ], "tool_calls": [ { "id": "call_uo0CbKOwQ7hqqcRoaazw848q", "call_id": "call_uo0CbKOwQ7hqqcRoaazw848q", "response_item_id": "fc_09516b48ea7a6ed6016a07802e25dc8191ba5241aff4656b74", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":380,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}" } } ] }, { "role": "tool", "name": "read_file", "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.imports.instrument_candidates import stage_docx_candidates\\n 11|from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n 12|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 13|from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments\\n 14|from jarvis_finance.market_data.prices import MockEquityPriceProvider, refresh_market_prices\\n 15|from jarvis_finance.quality.data_quality import check_crypto_data_quality\\n 16|from jarvis_finance.quality.git_safety import assert_safe, scan_path\\n 17|from jarvis_finance.runtime.backup import backup_runtime_db, restore_runtime_db, verify_backup\\n 18|from jarvis_finance.storage.database import connect\\n 19|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n 20|\\n 21|\\n 22|def main(argv: list[str] | None = None) -> int:\\n 23| parser = argparse.ArgumentParser(prog=\\\"finance\\\")\\n 24| sub = parser.add_subparsers(dest=\\\"command\\\", required=True)\\n 25| sub.add_parser(\\\"init-db\\\")\\n 26| sub.add_parser(\\\"migrate\\\")\\n 27| scan = sub.add_parser(\\\"git-safety-scan\\\")\\n 28| scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n 29| prices = sub.add_parser(\\\"update-crypto-prices\\\")\\n 30| prices.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n 31| prices.add_argument(\\\"--max-age-seconds\\\", type=int, default=3600)\\n 32| prices.add_argument(\\\"--sleep-seconds\\\", type=float, default=0.0)\\n 33| prices.add_argument(\\\"--max-retries\\\", type=int, default=2)\\n 34| prices.add_argument(\\\"--initial-backoff\\\", type=float, default=1.0)\\n 35| prices.add_argument(\\\"--max-backoff\\\", type=float, default=8.0)\\n 36| prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n 37| prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n 38| prices.add_argument(\\\"--only-symbol\\\")\\n 39| prices.add_argument(\\\"--limit\\\", type=int)\\n 40| prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 41| dq = sub.add_parser(\\\"check-data-quality\\\")\\n 42| dq.add_argument(\\\"--scope\\\", choices=[\\\"crypto\\\"], default=\\\"crypto\\\")\\n 43| dq.add_argument(\\\"--resolve-fixed\\\", action=\\\"store_true\\\")\\n 44| dq.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 45| dq.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n 46| dq.add_argument(\\\"--max-age-seconds\\\", type=int, default=86_400)\\n 47| fx = sub.add_parser(\\\"update-fx-rates\\\")\\n 48| fx.add_argument(\\\"--date\\\", dest=\\\"rate_date\\\")\\n 49| fx.add_argument(\\\"--latest\\\", action=\\\"store_true\\\")\\n 50| fx.add_argument(\\\"--missing-only\\\", action=\\\"store_true\\\")\\n 51| fx.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 52| fx.add_argument(\\\"--currency\\\", action=\\\"append\\\", dest=\\\"currencies\\\")\\n 53| fx.add_argument(\\\"--mock-rate\\\", action=\\\"append\\\", default=[], help=\\\"Test-only BASE=RATE, e.g. USD=0.9\\\")\\n 54| fx.add_argument(\\\"--recheck-transactions\\\", action=\\\"store_true\\\")\\n 55| fx.add_argument(\\\"--source-type\\\")\\n 56| market_prices = sub.add_parser(\\\"update-market-prices\\\")\\n 57| market_prices.add_argument(\\\"--asset-class\\\", choices=[\\\"etf\\\", \\\"equity\\\"], required=True)\\n 58| market_prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n 59| market_prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n 60| market_prices.add_argument(\\\"--only-isin\\\")\\n 61| market_prices.add_argument(\\\"--limit\\\", type=int)\\n 62| market_prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 63| market_prices.add_argument(\\\"--date\\\", dest=\\\"price_date\\\")\\n 64| market_prices.add_argument(\\\"--mock-price\\\", action=\\\"append\\\", default=[], help=\\\"Test-only SYMBOL=PRICE\\\")\\n 65| catalog = sub.add_parser(\\\"prepare-instrument-catalog\\\")\\n 66| catalog.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n 67| catalog.add_argument(\\\"--limit\\\", type=int)\\n 68| candidates = sub.add_parser(\\\"generate-mapping-candidates\\\")\\n 69| candidates.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n 70| candidates.add_argument(\\\"--limit\\\", type=int)\\n 71| candidates.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 72| candidates.add_argument(\\\"--public-lookup\\\", action=\\\"store_true\\\")\\n 73| candidates.add_argument(\\\"--export-template\\\", action=\\\"store_true\\\")\\n 74| candidates.add_argument(\\\"--template-path\\\")\\n 75| candidates.add_argument(\\\"--dedupe-missing-provider-alerts\\\", action=\\\"store_true\\\")\\n 76| rank_candidates = sub.add_parser(\\\"rank-mapping-candidates\\\")\\n 77| rank_candidates.add_argument(\\\"--export-decision-pack\\\", action=\\\"store_true\\\")\\n 78| rank_candidates.add_argument(\\\"--decision-pack-path\\\")\\n 79| rank_candidates.add_argument(\\\"--top-n\\\", type=int, default=5)\\n 80| q = sub.add_parser(\\\"stage-instrument-candidates\\\")\\n 81| q.add_argument(\\\"files\\\", nargs=\\\"+\\\", help=\\\"Broker DOCX files outside git repo\\\")\\n 82| q.add_argument(\\\"--qwen\\\", action=\\\"store_true\\\")\\n 83| q.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 84| q.add_argument(\\\"--allow-repo-files\\\", action=\\\"store_true\\\")\\n 85| sub.add_parser(\\\"backup-runtime-db\\\")\\n 86| restore = sub.add_parser(\\\"restore-runtime-db\\\")\\n 87| restore.add_argument(\\\"--from\\\", dest=\\\"backup_file\\\", required=True)\\n 88| restore.add_argument(\\\"--yes\\\", action=\\\"store_true\\\")\\n 89| verify = sub.add_parser(\\\"verify-backup\\\")\\n 90| verify.add_argument(\\\"--file\\\", required=True)\\n 91| args = parser.parse_args(argv)\\n 92|\\n 93| if args.command in {\\\"init-db\\\", \\\"migrate\\\"}:\\n 94| settings = load_settings()\\n 95| ensure_runtime_dirs(settings)\\n 96| conn = connect(settings.db_path)\\n 97| apply_migrations(conn)\\n 98| print(f\\\"SCHEMA_VERSION={get_schema_version(conn)}\\\")\\n 99| return 0\\n 100| if args.command == \\\"git-safety-scan\\\":\\n 101| findings = scan_path(Path(args.path))\\n 102| if findings:\\n 103| for finding in findings:\\n 104| print(f\\\"{finding.path}: {finding.reason}\\\")\\n 105| return 1\\n 106| assert_safe(Path(args.path))\\n 107| print(\\\"GIT_SAFETY_OK\\\")\\n 108| return 0\\n 109| if args.command == \\\"update-crypto-prices\\\":\\n 110| settings = load_settings()\\n 111| ensure_runtime_dirs(settings)\\n 112| conn = connect(settings.db_path)\\n 113| try:\\n 114| apply_migrations(conn)\\n 115| result = refresh_crypto_prices(\\n 116| conn,\\n 117| provider=CoinGeckoClient(\\n 118| max_retries=args.max_retries,\\n 119| initial_backoff_seconds=args.initial_backoff,\\n 120| max_backoff_seconds=args.max_backoff,\\n 121| ),\\n 122| currency=args.currency,\\n 123| max_age_seconds=args.max_age_seconds,\\n 124| only_missing=args.only_missing,\\n 125| only_stale=args.only_stale,\\n 126| only_symbol=args.only_symbol,\\n 127| limit=args.limit,\\n 128| dry_run=args.dry_run,\\n 129| sleep_seconds=args.sleep_seconds,\\n 130| )\\n 131| print(\\n 132| \\\"CRYPTO_PRICE_UPDATE \\\"\\n 133| f\\\"currency={result.currency} total_assets={result.total_assets} \\\"\\n 134| f\\\"updated={result.updated_count} cached={result.cached_count} \\\"\\n 135| f\\\"skipped={result.skipped_count} stale={result.stale_count} \\\"\\n 136| f\\\"warnings={result.warning_count} errors={result.error_count} \\\"\\n 137| f\\\"assets_still_missing_local_price={result.missing_local_price_count} \\\"\\n 138| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 139| )\\n 140| return 1 if result.error_count else 0\\n 141| finally:\\n 142| conn.close()\\n 143| if args.command == \\\"update-fx-rates\\\":\\n 144| settings = load_settings()\\n 145| ensure_runtime_dirs(settings)\\n 146| conn = connect(settings.db_path)\\n 147| try:\\n 148| apply_migrations(conn)\\n 149| if args.recheck_transactions:\\n 150| result = recheck_transaction_fx_status(conn, source_type=args.source_type, dry_run=args.dry_run)\\n 151| print(\\n 152| \\\"FX_RECHECK \\\"\\n 153| f\\\"transactions={result.transaction_count} chf_positions={result.chf_positions} \\\"\\n 154| f\\\"foreign_currency_positions={result.foreign_currency_positions} \\\"\\n 155| f\\\"justified_missing_fx_alerts={result.justified_missing_fx_alerts} \\\"\\n 156| f\\\"false_positive_missing_fx_alerts={result.false_positive_missing_fx_alerts} \\\"\\n 157| f\\\"corrected_transactions={result.corrected_transactions} resolved_alerts={result.resolved_alerts} \\\"\\n 158| f\\\"audit_events={result.audit_events} dry_run={str(result.dry_run).lower()}\\\"\\n 159| )\\n 160| return 0\\n 161| if not args.rate_date and not args.latest:\\n 162| parser.error(\\\"update-fx-rates requires --date or --latest unless --recheck-transactions is used\\\")\\n 163| mock_rates: dict[tuple[str, str, str], Decimal | None] = {}\\n 164| for item in args.mock_rate:\\n 165| base, rate = item.split(\\\"=\\\", 1)\\n 166| mock_rates[(base.upper(), \\\"CHF\\\", args.rate_date or \\\"latest\\\")] = Decimal(rate)\\n 167| 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 168| provider = MockFxProvider(mock_rates)\\n 169| 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 170| print(\\n 171| \\\"FX_RATE_UPDATE \\\"\\n 172| f\\\"updated={result.updated_count} cached={result.cached_count} skipped={result.skipped_count} \\\"\\n 173| f\\\"warnings={result.warning_count} errors={result.error_count} resolved_alerts={result.resolved_alerts} \\\"\\n 174| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 175| )\\n 176| return 1 if result.error_count else 0\\n 177| finally:\\n 178| conn.close()\\n 179| if args.command == \\\"update-market-prices\\\":\\n 180| settings = load_settings()\\n 181| ensure_runtime_dirs(settings)\\n 182| conn = connect(settings.db_path)\\n 183| try:\\n 184| apply_migrations(conn)\\n 185| prices = {}\\n 186| for item in args.mock_price:\\n 187| symbol, price = item.split(\\\"=\\\", 1)\\n 188| prices[symbol] = Decimal(price)\\n 189| result = refresh_market_prices(\\n 190| conn,\\n 191| provider=MockEquityPriceProvider(prices),\\n 192| asset_class=args.asset_class,\\n 193| price_date=args.price_date,\\n 194| only_missing=args.only_missing,\\n 195| only_stale=args.only_stale,\\n 196| only_isin=args.only_isin,\\n 197| limit=args.limit,\\n 198| dry_run=args.dry_run,\\n 199| )\\n 200| print(\\n 201| \\\"MARKET_PRICE_UPDATE \\\"\\n 202| f\\\"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} \\\"\\n 203| f\\\"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} \\\"\\n 204| f\\\"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}\\\"\\n 205| )\\n 206| return 1 if result.error_count else 0\\n 207| finally:\\n 208| conn.close()\\n 209| if args.command == \\\"prepare-instrument-catalog\\\":\\n 210| settings = load_settings()\\n 211| ensure_runtime_dirs(settings)\\n 212| conn = connect(settings.db_path)\\n 213| try:\\n 214| apply_migrations(conn)\\n 215| rows = conn.execute(\\n 216| \\\"\\\"\\\"\\n 217| SELECT DISTINCT t.instrument_id\\n 218| FROM transactions t JOIN instruments i ON i.instrument_id=t.instrument_id\\n 219| WHERE t.transaction_type='initial_position_snapshot'\\n 220| AND t.source_type='broker_import_reviewed_snapshot'\\n 221| AND COALESCE(t.is_voided,0)=0\\n 222| AND t.instrument_id IS NOT NULL\\n 223| ORDER BY i.isin, i.name\\n 224| \\\"\\\"\\\"\\n 225| ).fetchall()\\n 226| ids = [r[\\\"instrument_id\\\"] for r in rows]\\n 227| if args.limit is not None:\\n 228| ids = ids[:args.limit]\\n 229| summary = prepare_catalog_from_instruments(conn, instrument_ids=ids, source=args.source)\\n 230| print(\\n 231| \\\"INSTRUMENT_CATALOG_PREP \\\"\\n 232| f\\\"instruments_total={summary['instruments_total']} catalog_entries_created={summary['catalog_entries_created']} \\\"\\n 233| f\\\"multiple_listings={summary['multiple_listings']} manual_review_required={summary['manual_review_required']} \\\"\\n 234| f\\\"hedge_unknown={summary['hedge_unknown']} instrument_status_unknown={summary['instrument_status_unknown']} \\\"\\n 235| f\\\"valuation_ready={summary['valuation_ready']}\\\"\\n 236| )\\n 237| return 0\\n 238| finally:\\n 239| conn.close()\\n 240| if args.command == \\\"generate-mapping-candidates\\\":\\n 241| settings = load_settings()\\n 242| ensure_runtime_dirs(settings)\\n 243| conn = connect(settings.db_path)\\n 244| try:\\n 245| apply_migrations(conn)\\n 246| if args.dedupe_missing_provider_alerts:\\n 247| resolved = dedupe_missing_provider_symbol_alerts(conn)\\n 248| else:\\n 249| resolved = 0\\n 250| provider = CompositePublicLookupProvider() if args.public_lookup else EmptyLookupProvider()\\n 251| result = generate_mapping_candidates(conn, provider=provider, source=args.source, limit=args.limit, dry_run=args.dry_run)\\n 252| template = None\\n 253| if args.export_template:\\n 254| template_path = args.template_path or str(settings.runtime_paths.exports_dir / \\\"true_wealth_mapping_review_template.csv\\\")\\n 255| template = export_mapping_review_template(conn, output_path=template_path)\\n 256| print(\\n 257| \\\"MAPPING_CANDIDATES \\\"\\n 258| f\\\"instruments_total={result.instruments_total} candidates_found={result.candidates_found} \\\"\\n 259| f\\\"high={result.high_confidence} medium={result.medium_confidence} low={result.low_confidence} \\\"\\n 260| f\\\"instruments_without_candidate={result.instruments_without_candidate} \\\"\\n 261| f\\\"hedge_unknown={result.instruments_with_hedge_unknown} instrument_status_unknown={result.instruments_with_status_unknown} \\\"\\n 262| f\\\"provider_lookup_unavailable={result.provider_lookup_unavailable} ambiguous={result.ambiguous_provider_mapping} \\\"\\n 263| f\\\"deduped_missing_provider_alerts={resolved} \\\"\\n 264| 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 265| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 266| )\\n 267| return 0\\n 268| finally:\\n 269| conn.close()\\n 270| if args.command == \\\"rank-mapping-candidates\\\":\\n 271| settings = load_settings()\\n 272| ensure_runtime_dirs(settings)\\n 273| conn = connect(settings.db_path)\\n 274| try:\\n 275| apply_migrations(conn)\\n 276| summary = recalculate_candidate_rankings(conn)\\n 277| decision = None\\n 278| if args.export_decision_pack:\\n 279| decision_path = args.decision_pack_path or str(settings.runtime_paths.exports_dir / \\\"mapping_candidate_decision_pack.md\\\")\\n 280| decision = export_mapping_decision_pack(conn, output_path=decision_path, top_n=args.top_n)\\n 281| print(\\n 282| \\\"MAPPING_CANDIDATE_RANKING \\\"\\n 283| f\\\"candidates_total={summary['candidates_total']} rank_high={summary['rank_high']} \\\"\\n 284| f\\\"rank_medium={summary['rank_medium']} rank_low={summary['rank_low']} \\\"\\n 285| f\\\"multiple_listings_same_isin={summary['multiple_listings_same_isin']} \\\"\\n 286| f\\\"currency_mismatch={summary['currency_mismatch']} hedge_status_unknown={summary['hedge_status_unknown']} \\\"\\n 287| f\\\"instrument_status_unknown={summary['instrument_status_unknown']} \\\"\\n 288| f\\\"candidate_review_required={summary['candidate_review_required']} \\\"\\n 289| f\\\"decision_pack_created={str(bool(decision)).lower()} \\\"\\n 290| f\\\"decision_pack_instruments={decision['instrument_count'] if decision else 0} \\\"\\n 291| f\\\"decision_pack_candidates={decision['candidate_rows'] if decision else 0} \\\"\\n 292| f\\\"top_candidates_present={str(bool(decision and decision['top_candidates_present'])).lower()}\\\"\\n 293| )\\n 294| return 0\\n 295| finally:\\n 296| conn.close()\\n 297| if args.command == \\\"stage-instrument-candidates\\\":\\n 298| settings = load_settings()\\n 299| ensure_runtime_dirs(settings)\\n 300| repo_root = Path.cwd().resolve()\\n 301| files = [Path(f).expanduser().resolve() for f in args.files]\\n 302| if not args.allow_repo_files:\\n 303| for f in files:\\n 304| try:\\n 305| f.relative_to(repo_root)\\n 306| parser.error(\\\"Broker files must stay outside git repo; pass runtime import paths, not repo files\\\")\\n 307| except ValueError:\\n 308| pass\\n 309| conn = connect(settings.db_path)\\n 310| try:\\n 311| apply_migrations(conn)\\n 312| result = stage_docx_candidates(conn, files, use_qwen=args.qwen, dry_run=args.dry_run)\\n 313| print(\\n 314| \\\"INSTRUMENT_CANDIDATE_STAGING \\\"\\n 315| f\\\"candidates_total={result.candidates_total} with_isin={result.with_isin} without_isin={result.without_isin} \\\"\\n 316| f\\\"with_ticker={result.with_ticker} with_currency={result.with_currency} \\\"\\n 317| f\\\"exact_isin_match={result.exact_isin_match} probable={result.probable} needs_manual_review={result.needs_manual_review} \\\"\\n 318| f\\\"confirmed={result.confirmed} importable_confirmed={result.importable_confirmed} blocked={result.blocked} \\\"\\n 319| f\\\"qwen_requested={str(args.qwen).lower()} qwen_used={str(result.qwen_used).lower()} qwen_available={str(result.qwen_available).lower()} \\\"\\n 320| f\\\"parser_qwen_agree={result.parser_qwen_agree} parser_qwen_disagree={result.parser_qwen_disagree} \\\"\\n 321| f\\\"warnings={result.warnings} errors={result.errors} dry_run={str(result.dry_run).lower()}\\\"\\n 322| )\\n 323| return 1 if result.errors else 0\\n 324| finally:\\n 325| conn.close()\\n 326| if args.command == \\\"check-data-quality\\\":\\n 327| settings = load_settings()\\n 328| ensure_runtime_dirs(settings)\\n 329| conn = connect(settings.db_path)\\n 330| try:\\n 331| apply_migrations(conn)\\n 332| result = check_crypto_data_quality(\\n 333| conn,\\n 334| currency=args.currency,\\n 335| max_age_seconds=args.max_age_seconds,\\n 336| resolve_fixed=args.resolve_fixed,\\n 337| dry_run=args.dry_run,\\n 338| )\\n 339| print(\\n 340| \\\"DATA_QUALITY_CHECK \\\"\\n 341| f\\\"scope={result.scope} active_crypto_assets={result.active_crypto_assets} \\\"\\n 342| f\\\"fresh_price_assets={result.fresh_price_assets} \\\"\\n 343| f\\\"active_stale_price_alerts_before={result.active_stale_price_alerts_before} \\\"\\n 344| f\\\"active_stale_price_alerts_after={result.active_stale_price_alerts_after} \\\"\\n 345| f\\\"resolved_alerts={result.resolved_alerts} \\\"\\n 346| f\\\"warnings={result.warnings} errors={result.errors} \\\"\\n 347| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 348| )\\n 349| return 1 if result.errors else 0\\n 350| finally:\\n 351| conn.close()\\n 352| if args.command == \\\"backup-runtime-db\\\":\\n 353| settings = load_settings()\\n 354| ensure_runtime_dirs(settings)\\n 355| result = backup_runtime_db(\\n 356| db_path=settings.db_path,\\n 357| backups_dir=settings.runtime_paths.backups_dir,\\n 358| repo_root=Path.cwd(),\\n 359| )\\n 360| print(\\n 361| \\\"RUNTIME_DB_BACKUP \\\"\\n 362| f\\\"backup_file={result.backup_file} checksum_file={result.checksum_file} \\\"\\n 363| f\\\"sha256={result.sha256} size_bytes={result.size_bytes}\\\"\\n 364| )\\n 365| return 0\\n 366| if args.command == \\\"verify-backup\\\":\\n 367| result = verify_backup(backup_file=Path(args.file), repo_root=Path.cwd())\\n 368| print(\\n 369| \\\"BACKUP_VERIFY \\\"\\n 370| f\\\"backup_file={result.backup_file} checksum_file={result.checksum_file} \\\"\\n 371| f\\\"exists={str(result.exists).lower()} checksum_ok={str(result.checksum_ok).lower()} \\\"\\n 372| f\\\"sha256={result.sha256}\\\"\\n 373| )\\n 374| return 0 if result.exists and result.checksum_ok else 1\\n 375| if args.command == \\\"restore-runtime-db\\\":\\n 376| settings = load_settings()\\n 377| ensure_runtime_dirs(settings)\\n 378| result = restore_runtime_db(\\n 379| backup_file=Path(args.backup_file),\\n 380| db_path=settings.db_path,\\n 381|\", \"total_lines\": 394, \"file_size\": 20870, \"truncated\": true, \"hint\": \"Use offset=381 to continue reading (showing 1-380 of 394 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_uo0CbKOwQ7hqqcRoaazw848q" }, { "role": "assistant", "content": "", "reasoning": "**Planning code execution**\n\nI'm thinking about using execute_code to make patches easier, particularly for larger tasks. First, I need to understand the tests' setup so I can append appropriately. I want to ensure that no new tables are created in the schema, and perhaps the UI could just apply filters. I’ll consider adding tests for instances when no raw_quantity is sent. Additionally, I’ll patch imports and dataclasses, utilizing a Python script for read and replace.", "finish_reason": "tool_calls", "reasoning_content": "**Planning code execution**\n\nI'm thinking about using execute_code to make patches easier, particularly for larger tasks. First, I need to understand the tests' setup so I can append appropriately. I want to ensure that no new tables are created in the schema, and perhaps the UI could just apply filters. I’ll consider adding tests for instances when no raw_quantity is sent. Additionally, I’ll patch imports and dataclasses, utilizing a Python script for read and replace.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4A0iRlIzpQ3STPVX5hwioMjJLZaPktXQXFWeXq1BTz2MI5Gz5_frUqnvxoGQBXjRkMVG5Djs6c5C-fdDAiqogYe8Yah_3SE994oNMIy4qx3S2amNF9Jf2NhLcqEE-cmmBxDDQ7-rvFtysFzMoVlF2L6o0ybtdjoBE4eubhV30v1GC5FHZvdMp3omFqMPRhOeRbxaS0Uod-eikbp_EmQnivdyXq6ZwzWHQkWaWd-Lr0QS5FXI0PjWlWLAkcmniZlqbbfSpk26nziC87F5a7mViDzr2l2G0Wxiwn4b9U-kuaafWcjsG_eZI62gD5pWUBrPeCFetkiwddY1w1ENkYqq4bOvke4_ETNvWvLRVCy6X083XA9YQnNlzvNKILNjxBZjzWHATf9MNi9mPN2EGGpQloMSr2Fb3JrqWaZAaxdvNKRBvNeX_F0hTiIU2TbJFC1fj2qg-uJW_1FEARdcHqz22iE_WhKEyUc30tz2dMydXj8qu6F1cbFVKiQJ2GH3JctEWh84z81ErB_TWtvMEJpvWSUXql_NArcw_wa74HKUtlCThEQOLQ0n-GdNSqebmvc8hvEx92RIYjJSD8sqvDVAua-SstcCZeaC5ZW-rDJIt4Ywz-JKBdzpWes0I2hnV6DvVnB443lYL6oURHJyyrmaMFAMkHv1FhGL0hUAAaTebRrjpE2dDr4tvm6S6OQ3xZmtXIwGiadidUCAAzF0REotBDBBd4cwbxHTfTdzDBOVnpRt9dNmFGiANBPiG9PAXgtpi2dYaswQHPwq90kMqtobVflRK9vPuDSMRrbSXaxbY2Jx84MDDmrc8BSZSwq1fyT_vD4cq2Qmk-_svo5igVt_ut5A-b1-2D8XIqhR8DKIHaXVI08DCVchpeVIS0r3qeEzJJ71mY4yFglMpF4hsTAlNfvm5mx7xKibC_4_m01TB19REXRX5zvfTIJn5tw0Tib-tryHIBLQuUpIobgdWzQ9kJYAAnMoUI92Izl713qlGb868pjoFYgMhIBQB3bQa4pNqyJKocq9R5xyiQhfYO-vOFbj_g_1okF6TRCsgHjtmpPQ6BFpFmTuIKIQVUvncUQAwpJRDYgyb5Du5T_HUbuB51vGjNkgkEPboswUxNFLecb80Ywx6meKClh61xrX-qZ-3nvW9H52250RaHuUCXeKtl7PxJowNhNCAW_nQdRpAtFJeWzoTnE0bVmx3katxQTqZh_Q-h_ZNcrbnj7Dw3W6cZA-tCUtW_5rIOep2xavvaTIOSHUldon2sTydUZYU5V7NYVOyTz_OO_6zQeDsA5LUQiTxXvLfTHCRhGpbbAQWXBfyI=", "id": "rs_09516b48ea7a6ed6016a078031b3fc81919ca9bf925ebfdf60", "summary": [ { "type": "summary_text", "text": "**Planning code execution**\n\nI'm thinking about using execute_code to make patches easier, particularly for larger tasks. First, I need to understand the tests' setup so I can append appropriately. I want to ensure that no new tables are created in the schema, and perhaps the UI could just apply filters. I’ll consider adding tests for instances when no raw_quantity is sent. Additionally, I’ll patch imports and dataclasses, utilizing a Python script for read and replace." } ] } ], "tool_calls": [ { "id": "call_SpZ2zVZ8RYxW7k40dCZUiHwV", "call_id": "call_SpZ2zVZ8RYxW7k40dCZUiHwV", "response_item_id": "fc_09516b48ea7a6ed6016a078034c80081918de0e4d0b58e96bb", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py')\\ns=p.read_text()\\ns=s.replace('from dataclasses import dataclass, field\\\\n', 'from dataclasses import dataclass, field\\\\n')\\ns=s.replace('class CandidateSummary:\\\\n', 'class CandidateSummary:\\\\n')\\ninsert='''\\\\n\\\\n@dataclass(frozen=True)\\\\nclass QwenResolveSummary:\\\\n qwen_available: bool = False\\\\n qwen_used: bool = False\\\\n model: str = \\\"\\\"\\\\n candidates_total: int = 0\\\\n exact_before: int = 0\\\\n exact_after: int = 0\\\\n probable_before: int = 0\\\\n probable_after: int = 0\\\\n needs_review_before: int = 0\\\\n needs_review_after: int = 0\\\\n confirmed_after: int = 0\\\\n improved: int = 0\\\\n manual_review_remaining: int = 0\\\\n warnings: int = 0\\\\n errors: int = 0\\\\n dry_run: bool = False\\\\n'''\\nif 'class QwenResolveSummary' not in s:\\n s=s.replace(' qwen_available: bool = False\\\\n\\\\n\\\\n', ' qwen_available: bool = False\\\\n' + insert + '\\\\n')\\ns=s.replace('endpoint = endpoint or os.getenv(\\\"QWEN_OPENAI_BASE_URL\\\") or os.getenv(\\\"LOCAL_QWEN_BASE_URL\\\") or \\\"http://127.0.0.1:11435/v1\\\"\\\\n model = model or os.getenv(\\\"QWEN_MODEL\\\", \\\"qwen\\\")', 'endpoint = endpoint or os.getenv(\\\"QWEN_OPENAI_BASE_URL\\\") or os.getenv(\\\"LOCAL_QWEN_BASE_URL\\\") or \\\"http://100.101.173.25:11435/v1\\\"\\\\n model = model or os.getenv(\\\"QWEN_MODEL\\\", \\\"qwen-3.6-agent\\\")')\\ns=s.replace('\\\"Output {\\\\\\\\\\\"positions\\\\\\\\\\\":[{name,ticker,isin,currency,quantity,asset_class,row_number,confidence,note}]}\\\"', '\\\"Output {\\\\\\\\\\\"positions\\\\\\\\\\\":[{name,ticker,isin,currency,asset_class,row_number,confidence,note}]}\\\"')\\ns=s.replace(' raw_ticker=ticker, raw_isin=isin, raw_currency=currency, raw_quantity=str(pos.get(\\\"quantity\\\") or \\\"\\\"),\\\\n', ' raw_ticker=ticker, raw_isin=isin, raw_currency=currency, raw_quantity=\\\"\\\",\\\\n')\\nappend=r'''\\n\\n\\ndef _status_counts(conn: Connection) -> dict[str, int]:\\n row = conn.execute(\\n \\\"\\\"\\\"\\n SELECT\\n COUNT(*) AS total,\\n SUM(CASE WHEN mapping_status='exact_isin_match' THEN 1 ELSE 0 END) AS exact,\\n SUM(CASE WHEN mapping_status='probable' THEN 1 ELSE 0 END) AS probable,\\n SUM(CASE WHEN mapping_status='needs_manual_review' THEN 1 ELSE 0 END) AS needs_review,\\n SUM(CASE WHEN mapping_status='confirmed' THEN 1 ELSE 0 END) AS confirmed\\n FROM instrument_import_candidates\\n \\\"\\\"\\\"\\n ).fetchone()\\n return {\\\"total\\\": int(row[\\\"total\\\"] or 0), \\\"exact\\\": int(row[\\\"exact\\\"] or 0), \\\"probable\\\": int(row[\\\"probable\\\"] or 0), \\\"needs_review\\\": int(row[\\\"needs_review\\\"] or 0), \\\"confirmed\\\": int(row[\\\"confirmed\\\"] or 0)}\\n\\n\\ndef _qwen_chat_json(payload: dict[str, object], *, endpoint: str, timeout: int) -> tuple[dict[str, object] | None, bool]:\\n req = request.Request(f\\\"{endpoint.rstrip('/')}/chat/completions\\\", data=json.dumps(payload).encode(\\\"utf-8\\\"), headers={\\\"Content-Type\\\": \\\"application/json\\\"})\\n try:\\n with request.urlopen(req, timeout=timeout) as resp:\\n data = json.loads(resp.read().decode(\\\"utf-8\\\"))\\n except (OSError, error.URLError, TimeoutError, json.JSONDecodeError):\\n return None, False\\n content = data.get(\\\"choices\\\", [{}])[0].get(\\\"message\\\", {}).get(\\\"content\\\", \\\"\\\")\\n match = re.search(r\\\"\\\\{.*\\\\}\\\", str(content), re.S)\\n if not match:\\n return {}, True\\n try:\\n parsed = json.loads(match.group(0))\\n except json.JSONDecodeError:\\n return {}, True\\n return parsed, True\\n\\n\\ndef qwen_resolve_staged_candidates(conn: Connection, *, endpoint: str | None = None, model: str | None = None, limit: int | None = None, dry_run: bool = False, timeout: int = 45) -> QwenResolveSummary:\\n \\\"\\\"\\\"Run local Qwen over sanitized staged candidates only. No quantities, values, accounts or ledger writes.\\\"\\\"\\\"\\n endpoint = endpoint or os.getenv(\\\"QWEN_OPENAI_BASE_URL\\\") or os.getenv(\\\"LOCAL_QWEN_BASE_URL\\\") or \\\"http://100.101.173.25:11435/v1\\\"\\n model = model or os.getenv(\\\"QWEN_MODEL\\\", \\\"qwen-3.6-agent\\\")\\n before = _status_counts(conn)\\n rows = conn.execute(\\n \\\"\\\"\\\"\\n SELECT candidate_id, platform, source_row_number, raw_name, raw_ticker, raw_isin, raw_currency,\\n raw_asset_class, proposed_name, proposed_ticker, proposed_isin, proposed_exchange,\\n proposed_currency, proposed_asset_class, mapping_status, review_note\\n FROM instrument_import_candidates\\n WHERE mapping_status NOT IN ('confirmed','rejected')\\n ORDER BY platform, source_row_number\\n \\\"\\\"\\\"\\n ).fetchall()\\n if limit is not None:\\n rows = rows[:limit]\\n sanitized = []\\n for r in rows:\\n d = dict(r)\\n sanitized.append({\\n \\\"candidate_id\\\": d[\\\"candidate_id\\\"],\\n \\\"platform\\\": d.get(\\\"platform\\\") or \\\"\\\",\\n \\\"source_row_id\\\": d.get(\\\"source_row_number\\\") or \\\"\\\",\\n \\\"product_name\\\": d.get(\\\"proposed_name\\\") or d.get(\\\"raw_name\\\") or \\\"\\\",\\n \\\"ticker\\\": d.get(\\\"proposed_ticker\\\") or d.get(\\\"raw_ticker\\\") or \\\"\\\",\\n \\\"isin\\\": d.get(\\\"proposed_isin\\\") or d.get(\\\"raw_isin\\\") or \\\"\\\",\\n \\\"currency\\\": d.get(\\\"proposed_currency\\\") or d.get(\\\"raw_currency\\\") or \\\"\\\",\\n \\\"asset_class\\\": d.get(\\\"proposed_asset_class\\\") or d.get(\\\"raw_asset_class\\\") or \\\"\\\",\\n \\\"exchange\\\": d.get(\\\"proposed_exchange\\\") or \\\"\\\",\\n \\\"current_status\\\": d.get(\\\"mapping_status\\\") or \\\"needs_manual_review\\\",\\n })\\n payload = {\\n \\\"model\\\": model,\\n \\\"temperature\\\": 0,\\n \\\"max_tokens\\\": 4096,\\n \\\"stream\\\": False,\\n \\\"messages\\\": [\\n {\\\"role\\\": \\\"system\\\", \\\"content\\\": \\\"You are a conservative equity/ETF import review assistant. Return JSON only. Never invent ISINs, quantities, cost basis, transaction history, account numbers or valuations. If ISIN is empty, do not add one. Ticker alone is not enough for confirmation. Use statuses exact_isin_match, probable, needs_manual_review only.\\\"},\\n {\\\"role\\\": \\\"user\\\", \\\"content\\\": json.dumps({\\\"task\\\": \\\"Classify sanitized instrument import candidates for human review. Do not confirm anything. Return {updates:[{candidate_id, proposed_name, proposed_ticker, proposed_isin, proposed_exchange, proposed_currency, proposed_asset_class, mapping_status, review_note}]}. If an ISIN is not present in input, proposed_isin must be empty.\\\", \\\"candidates\\\": sanitized}, ensure_ascii=False)},\\n ],\\n }\\n parsed, available = _qwen_chat_json(payload, endpoint=endpoint, timeout=timeout)\\n if not available:\\n after = _status_counts(conn)\\n return QwenResolveSummary(qwen_available=False, qwen_used=False, model=model, candidates_total=before[\\\"total\\\"], exact_before=before[\\\"exact\\\"], exact_after=after[\\\"exact\\\"], probable_before=before[\\\"probable\\\"], probable_after=after[\\\"probable\\\"], needs_review_before=before[\\\"needs_review\\\"], needs_review_after=after[\\\"needs_review\\\"], confirmed_after=after[\\\"confirmed\\\"], manual_review_remaining=after[\\\"needs_review\\\"], errors=1, dry_run=dry_run)\\n row_by_id = {str(r[\\\"candidate_id\\\"]): dict(r) for r in rows}\\n improved = 0\\n warnings = 0\\n for upd in (parsed or {}).get(\\\"updates\\\", []) if isinstance(parsed, dict) else []:\\n cid = str(upd.get(\\\"candidate_id\\\") or \\\"\\\")\\n if cid not in row_by_id:\\n warnings += 1\\n continue\\n current = row_by_id[cid]\\n existing_isin = (current.get(\\\"proposed_isin\\\") or current.get(\\\"raw_isin\\\") or \\\"\\\").strip().upper()\\n q_isin = str(upd.get(\\\"proposed_isin\\\") or \\\"\\\").strip().upper()\\n if q_isin and q_isin != existing_isin:\\n # Qwen may not invent or alter ISIN. Keep it out and leave manual review note.\\n q_isin = existing_isin\\n warnings += 1\\n q_ticker = str(upd.get(\\\"proposed_ticker\\\") or current.get(\\\"proposed_ticker\\\") or current.get(\\\"raw_ticker\\\") or \\\"\\\").strip().upper()\\n q_exchange = str(upd.get(\\\"proposed_exchange\\\") or current.get(\\\"proposed_exchange\\\") or \\\"\\\").strip().upper()\\n q_currency = str(upd.get(\\\"proposed_currency\\\") or current.get(\\\"proposed_currency\\\") or current.get(\\\"raw_currency\\\") or \\\"\\\").strip().upper()\\n q_name = _norm_space(str(upd.get(\\\"proposed_name\\\") or current.get(\\\"proposed_name\\\") or current.get(\\\"raw_name\\\") or \\\"\\\"))[:240]\\n q_asset_class = _norm_space(str(upd.get(\\\"proposed_asset_class\\\") or current.get(\\\"proposed_asset_class\\\") or current.get(\\\"raw_asset_class\\\") or \\\"equity\\\")).lower()\\n requested_status = str(upd.get(\\\"mapping_status\\\") or \\\"needs_manual_review\\\").strip()\\n if existing_isin:\\n status = \\\"exact_isin_match\\\"\\n elif q_ticker and q_exchange and q_currency and requested_status == \\\"probable\\\":\\n status = \\\"probable\\\"\\n else:\\n status = \\\"needs_manual_review\\\"\\n note = _norm_space(str(upd.get(\\\"review_note\\\") or \\\"Qwen review helper: manual review required; no booking.\\\"))[:500]\\n if status != current.get(\\\"mapping_status\\\"):\\n improved += 1\\n if not dry_run:\\n conn.execute(\\n \\\"\\\"\\\"\\n UPDATE instrument_import_candidates\\n SET proposed_name=?, proposed_ticker=?, proposed_isin=?, proposed_exchange=?, proposed_currency=?,\\n proposed_asset_class=?, mapping_status=?, review_note=?, updated_at=?\\n WHERE candidate_id=? AND mapping_status NOT IN ('confirmed','rejected')\\n \\\"\\\"\\\",\\n (q_name, q_ticker, q_isin, q_exchange, q_currency, q_asset_class, status, note, utc_now(), cid),\\n )\\n if not dry_run:\\n conn.commit()\\n after = _status_counts(conn)\\n return QwenResolveSummary(qwen_available=True, qwen_used=True, model=model, candidates_total=after[\\\"total\\\"], exact_before=before[\\\"exact\\\"], exact_after=after[\\\"exact\\\"], probable_before=before[\\\"probable\\\"], probable_after=after[\\\"probable\\\"], needs_review_before=before[\\\"needs_review\\\"], needs_review_after=after[\\\"needs_review\\\"], confirmed_after=after[\\\"confirmed\\\"], improved=improved, manual_review_remaining=after[\\\"needs_review\\\"], warnings=warnings, errors=0, dry_run=dry_run)\\n'''\\nif 'def qwen_resolve_staged_candidates' not in s:\\n s += append\\np.write_text(s)\\nprint('ok')\"}" } } ] }, { "role": "tool", "name": "execute_code", "content": "{\"status\": \"success\", \"output\": \"ok\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}", "tool_call_id": "call_SpZ2zVZ8RYxW7k40dCZUiHwV" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_pUnHMa4gwTsheyzpWNzFhFm1", "call_id": "call_pUnHMa4gwTsheyzpWNzFhFm1", "response_item_id": "fc_09516b48ea7a6ed6016a07806fd5088191900604d3d5d65bec", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\",\"old_string\":\"from jarvis_finance.imports.instrument_candidates import stage_docx_candidates\",\"new_string\":\"from jarvis_finance.imports.instrument_candidates import qwen_resolve_staged_candidates, stage_docx_candidates\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n@@ -7,7 +7,7 @@\\n from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\n from jarvis_finance.fx.providers import MockFxProvider\\n from jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates\\n-from jarvis_finance.imports.instrument_candidates import stage_docx_candidates\\n+from jarvis_finance.imports.instrument_candidates import qwen_resolve_staged_candidates, stage_docx_candidates\\n from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n 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 from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [10:58] \\\"qwen_resolve_staged_candidates\\\" is unknown import symbol [reportAttributeAccessIssue] (Pyright)\\n\", \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}", "tool_call_id": "call_pUnHMa4gwTsheyzpWNzFhFm1" }, { "role": "assistant", "content": "", "reasoning": "**Considering code structure**\n\nI’m thinking about how to organize my code better. It seems like I should append Pyright after the import statements to enhance type checking. I also need to compile later, which probably means I should set that up properly. Additionally, I’m considering adding a command-line interface (CLI) parser or branching to make the program more user-friendly. There's a bit to sort out, but I’m excited to get it all implemented!", "finish_reason": "tool_calls", "reasoning_content": "**Considering code structure**\n\nI’m thinking about how to organize my code better. It seems like I should append Pyright after the import statements to enhance type checking. I also need to compile later, which probably means I should set that up properly. Additionally, I’m considering adding a command-line interface (CLI) parser or branching to make the program more user-friendly. There's a bit to sort out, but I’m excited to get it all implemented!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4B36ggWaQKBeI7Nsy8kF3wlYqqO2yEAB6_xNtQzjg6ibCvC2V9t4KRs0QUsQO1ZIAZ_lWvMAOirA_L-iwbPd0GorE7qEEuvoktbLGv_kQDXoqDXfCJPfTBUqaZbBsirJbNdkQELte1QhT0AggwJtMMx3lZ7ntRgFExA829zSkjZeLqjdzRHfwny4yoxyXUeAPb21l5fQ8jvJJWiufCDalg7rM2_oe7atqQeM_puyEzm1FzkTElyI1iTGuJ9dXPxoO14hymkTI-ZBcweeQTdaR_X2RKu1YkOUGFZ6JnHSgmJhWj3qBsGTGwZubE7pFqYBeSxMzTh6jDjITzEJHnrCGJFeGFCRCxqMsvfNmovNJ6QQWyfpdY23H7lJHoFNIOo1oQrEP3FOwjIQoui8dLRxei8UlYMsE698vnNv8S98uVrSMgoNmSWBakIpauf8e3tO6UHLHyz5e1tnsSdJOHk88kycvKjewKbOVaxoNEeWTu80ox7Zm3b12KeG9powWT6mVRs3smSI_YIOMMxDogFWY66Q9eq1dYQVN4hCjmpWE671nU04WMxNP3hUvDvmYtNM21iOi2g234A25ma-TqpgBsYGqJmJD_E4GLmOAPCtwY-CTD13D92KwznWsuQtkfDZP-Jot7dNtscNTDPrTq0sAOQZwkpOE3Er-l2FmBGPoWnBIOJyiYfQXE2qrVk9VtRcWPbUiQH3E4FGRc5jRFYd-_yiMMtxavIaBuu93KUOngqne0Y3SCnWAdGVxz6TsADrMOOXAPLvOrObbYethwSCHnLwDt4Hxvm7rdj9fmmuxH0KecOFADEA43fP1oFcgt6kfAwxF_AI7MYMWcYNqp3YzowPhbGrDjTJtrc7Yl5NcsOsCTVjnGYEqrUw93JWlkWAWWoKc74qbLGhWRx7UPBlD0FU0-Y7LO89Kpz5zWQtcO0hFz87qe4BboPXuRAmaiJ8DfqN4dqOQyWp-d4tyqqfcnzmBJHC96PIpK1hCMve62t6S_ls8GpEqEFQXoYn02qHppY", "id": "rs_09516b48ea7a6ed6016a078075b7388191bfdce6d66aabbc4c", "summary": [ { "type": "summary_text", "text": "**Considering code structure**\n\nI’m thinking about how to organize my code better. It seems like I should append Pyright after the import statements to enhance type checking. I also need to compile later, which probably means I should set that up properly. Additionally, I’m considering adding a command-line interface (CLI) parser or branching to make the program more user-friendly. There's a bit to sort out, but I’m excited to get it all implemented!" } ] } ], "tool_calls": [ { "id": "call_GCIRAgPJtx04C9HZtNji5Tvb", "call_id": "call_GCIRAgPJtx04C9HZtNji5Tvb", "response_item_id": "fc_09516b48ea7a6ed6016a0780777cd881918aa6b488c77b78cd", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" q.add_argument(\\\"--allow-repo-files\\\", action=\\\"store_true\\\")\\n qr = sub.add_parser(\\\"qwen-resolve-instrument-candidates\\\")\\n qr.add_argument(\\\"--endpoint\\\", default=\\\"http://100.101.173.25:11435/v1\\\")\\n qr.add_argument(\\\"--model\\\", default=\\\"qwen-3.6-agent\\\")\\n qr.add_argument(\\\"--limit\\\", type=int)\\n qr.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n qr.add_argument(\\\"--timeout\\\", type=int, default=45)\\n sub.add_parser(\\\"backup-runtime-db\\\")\",\"old_string\":\" q.add_argument(\\\"--allow-repo-files\\\", action=\\\"store_true\\\")\\n sub.add_parser(\\\"backup-runtime-db\\\")\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n@@ -82,6 +82,12 @@\\n q.add_argument(\\\"--qwen\\\", action=\\\"store_true\\\")\\n q.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n q.add_argument(\\\"--allow-repo-files\\\", action=\\\"store_true\\\")\\n+ qr = sub.add_parser(\\\"qwen-resolve-instrument-candidates\\\")\\n+ qr.add_argument(\\\"--endpoint\\\", default=\\\"http://100.101.173.25:11435/v1\\\")\\n+ qr.add_argument(\\\"--model\\\", default=\\\"qwen-3.6-agent\\\")\\n+ qr.add_argument(\\\"--limit\\\", type=int)\\n+ qr.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n+ qr.add_argument(\\\"--timeout\\\", type=int, default=45)\\n sub.add_parser(\\\"backup-runtime-db\\\")\\n restore = sub.add_parser(\\\"restore-runtime-db\\\")\\n restore.add_argument(\\\"--from\\\", dest=\\\"backup_file\\\", required=True)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_GCIRAgPJtx04C9HZtNji5Tvb" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_S9W2gKl4eR9aL7xpgkCnX20Z", "call_id": "call_S9W2gKl4eR9aL7xpgkCnX20Z", "response_item_id": "fc_09516b48ea7a6ed6016a07807e25648191b4d38f938a6e869a", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" if args.command == \\\"qwen-resolve-instrument-candidates\\\":\\n settings = load_settings()\\n ensure_runtime_dirs(settings)\\n conn = connect(settings.db_path)\\n try:\\n apply_migrations(conn)\\n result = qwen_resolve_staged_candidates(conn, endpoint=args.endpoint, model=args.model, limit=args.limit, dry_run=args.dry_run, timeout=args.timeout)\\n print(\\n \\\"QWEN_INSTRUMENT_RESOLVE \\\"\\n f\\\"qwen_available={str(result.qwen_available).lower()} qwen_used={str(result.qwen_used).lower()} model={result.model} \\\"\\n f\\\"candidates_total={result.candidates_total} \\\"\\n f\\\"exact_before={result.exact_before} exact_after={result.exact_after} \\\"\\n f\\\"probable_before={result.probable_before} probable_after={result.probable_after} \\\"\\n f\\\"needs_review_before={result.needs_review_before} needs_review_after={result.needs_review_after} \\\"\\n f\\\"confirmed_after={result.confirmed_after} improved={result.improved} \\\"\\n f\\\"manual_review_remaining={result.manual_review_remaining} warnings={result.warnings} errors={result.errors} \\\"\\n f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n )\\n return 1 if result.errors else 0\\n finally:\\n conn.close()\\n if args.command == \\\"check-data-quality\\\":\",\"old_string\":\" if args.command == \\\"check-data-quality\\\":\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\\n@@ -329,6 +329,27 @@\\n return 1 if result.errors else 0\\n finally:\\n conn.close()\\n+ if args.command == \\\"qwen-resolve-instrument-candidates\\\":\\n+ settings = load_settings()\\n+ ensure_runtime_dirs(settings)\\n+ conn = connect(settings.db_path)\\n+ try:\\n+ apply_migrations(conn)\\n+ result = qwen_resolve_staged_candidates(conn, endpoint=args.endpoint, model=args.model, limit=args.limit, dry_run=args.dry_run, timeout=args.timeout)\\n+ print(\\n+ \\\"QWEN_INSTRUMENT_RESOLVE \\\"\\n+ f\\\"qwen_available={str(result.qwen_available).lower()} qwen_used={str(result.qwen_used).lower()} model={result.model} \\\"\\n+ f\\\"candidates_total={result.candidates_total} \\\"\\n+ f\\\"exact_before={result.exact_before} exact_after={result.exact_after} \\\"\\n+ f\\\"probable_before={result.probable_before} probable_after={result.probable_after} \\\"\\n+ f\\\"needs_review_before={result.needs_review_before} needs_review_after={result.needs_review_after} \\\"\\n+ f\\\"confirmed_after={result.confirmed_after} improved={result.improved} \\\"\\n+ f\\\"manual_review_remaining={result.manual_review_remaining} warnings={result.warnings} errors={result.errors} \\\"\\n+ f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n+ )\\n+ return 1 if result.errors else 0\\n+ finally:\\n+ conn.close()\\n if args.command == \\\"check-data-quality\\\":\\n settings = load_settings()\\n ensure_runtime_dirs(settings)\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_S9W2gKl4eR9aL7xpgkCnX20Z" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4CL3vyKBOVbX8LJqRa2qZ7Bbl6V8Om4nMj9HqS5kof4t4pMLTrEAgxDtqfQf5hwaBf8JxJgbvoAxUjIt-8uGUAjuRNQKBqV1-TblyWqOMgTEuwNOxMyD2cDWpjZMH-SkY7_6Bwsy6N2UHJMusWnOqmzi0ZMGUN5pv1W_xRnW58cNEFzXg3lPNJksoCbR0YqZ4-r7FSQaCe5q_U13HO1sdST6YVYgnRPmJADdpv7fufZIbPaJI4Pzm10bM9AGm9OcdUJpnB3PjFZec-gELWZDJ_SUcpcwk49ZiC85QiCTuCswzzCseYUPpARP0kjHYHsbM0myymOjkNvxbvq8gulC2quC3zBQW8fHixyH4niYhHKy7QB_ay0sHSXZ2TKw-dogvReOHAluItaCypULEtFOw_rwVX4Bs6-GLd5pAVnIpiQfAT_IgigAR4iieJLyzjgUzA3rNzdMDi6ut7RLKFAx8YW0hnGxsthURAsaKhta0t4eR3N6_izwvOsiL_Tu2beDFDYLpCXCowPTAfSDtqwT5bPq6GHL0RAO2TOMVOdfpQGvhin7dJH_OBqcEYeQA7BDZAOmxJhwZ4YtU5TFds6jxaUcx2ZUOOCaIgoy6JXVwJX0pQRJ8OxtLYgtuzBoml_fpCAaDbbPA8S1qIjt6mKAnMXD0eEtvfCkw8Sg6ppBJwCgCFEW7qhKTuVtHO924e0m9xYdD_1mxr2_IfsJYx4aHdsj95E5Wlu82N08CuBScqTNqCMDcQ-zblsitBraXzwDkZUSEb3k3JVgIK_ghEN0VYYHjXkPq94cx1c_wqBMs2KG0O5uWU5G3EAyVNAX942fWon4wxtETeKwzrGROaikMvHV_YBwQlFnnPTnctfIuiKGG8BLctba_nv56rLiuVKpi9n_a8EdWBN9erz_m21ijQAzRhmNxUMXIgrYfUHvCfidWLU-CGT3-0qwSTFa2O4mRbV", "id": "rs_09516b48ea7a6ed6016a07808a91d481918adc907066761039", "summary": [] } ], "tool_calls": [ { "id": "call_fV2GNhheYqbgUYk9cDVwwdP4", "call_id": "call_fV2GNhheYqbgUYk9cDVwwdP4", "response_item_id": "fc_09516b48ea7a6ed6016a07808b0fe88191b52d75f40ec01369", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.imports.instrument_candidates import confirm_candidate, qwen_resolve_staged_candidates, reject_candidate, resolve_candidate\",\"old_string\":\"from jarvis_finance.imports.instrument_candidates import confirm_candidate, reject_candidate, resolve_candidate\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n@@ -6,7 +6,7 @@\\n from jarvis_finance.dashboard.components.tables import show_table\\n from jarvis_finance.equity.manage import add_equity_initial_snapshot, add_equity_transaction, add_manual_position_from_catalog, create_manual_catalog_entry, get_equity_management_options\\n from jarvis_finance.fx.overrides import set_manual_fx_override\\n-from jarvis_finance.imports.instrument_candidates import confirm_candidate, reject_candidate, resolve_candidate\\n+from jarvis_finance.imports.instrument_candidates import confirm_candidate, qwen_resolve_staged_candidates, reject_candidate, resolve_candidate\\n from jarvis_finance.market_data.candidates import reject_mapping_candidate, select_mapping_candidate\\n \\n PAGE_TITLE = \\\"Equity/ETF Manage\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [9:77] \\\"qwen_resolve_staged_candidates\\\" is unknown import symbol [reportAttributeAccessIssue] (Pyright)\\n\"}", "tool_call_id": "call_fV2GNhheYqbgUYk9cDVwwdP4" }, { "role": "assistant", "content": "", "reasoning": "**Checking LSP reloading**\n\nI'm wondering if the LSP (Language Server Protocol) hasn't reloaded properly. It could be worth checking the file tail to see if that reveals anything. I think I need to verify if there are any issues there. It makes sense to ensure everything is functioning correctly, as this might help clarify what's going on. I'll keep exploring this possibility until I have a clearer picture!", "finish_reason": "tool_calls", "reasoning_content": "**Checking LSP reloading**\n\nI'm wondering if the LSP (Language Server Protocol) hasn't reloaded properly. It could be worth checking the file tail to see if that reveals anything. I think I need to verify if there are any issues there. It makes sense to ensure everything is functioning correctly, as this might help clarify what's going on. I'll keep exploring this possibility until I have a clearer picture!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4CSE_iE2JSsfptNi4ics0QM7Hubjq9OOWmjkvDiz9rqY-7QtmR6WK3yKxAaVJVQ3v1qXqmyUhX-wf3llFWfrjZ707podpyOhqGQ1KtGf6rx1twr1SAFzjSyWQu7oiuppeJB8QmIY2jBBV9IF5bfN2LiXrXmkdGv-8ckJy4eZFv3CBi15rbqCoxiin93D3JqGwl7Rs9zr7eq6BvnpWUhZr_b9FPC6fddBjUhukaYqjAYXYJUlAeZ_Oo_q3z5SGgKUWFaSlkoH7E5R4oaYCb3pENIQymWcCNInpGSOi1h_9oOpMDLNjSzqJ6sGRJe0PGASfm3beWGxYmoq6thbx2-kmVj-6VrJz2QyKSDLt1WHzARFC911syciSEqAvCWIs7QEsMkawDA-e30ODUGD7gxu82Vo-smP_ZyrcQHBe1PS4VAvC2qqvpgOmTn9UztxlfDHD2qYrx7YcFtMkc6Uo3B0ov0vYRdVrH2B1WQKXM4gsMfvDrjd5YVcfY5idAbTX_FEhMykib8u7UDLz60g2LamNdj5mnMhL1_3oOwECh82gAgjHDmdF-KCT8r9uRoMF5XrEb8xNVOaD4btksUMCamm0IqGyr6xmTYDPtcVyZl67vKR66F0BJ1u2Z24DDeB_hYK4UG1gjYoEJBtTU3wfpWm7npleV8UxsR3hkPb7UZK2B0RLCCKlFrw75tQRVaKTHgO6PbrPFID8_vhJZI82oKRm0aHvtRQjT1krCkyeu6EtOb5Dybuh5j3LjYNbZW-_F4SFgNZNF_D3PkPhOtVX2AHT3FQ3dLkjiIgnQwzpk7wa-qg3Wc_V83IVeCC4ikehZ5_4FBLpWsMd7qgwjC59lK-xgK1C79D-C1HLCgjWTxkyafhoedAdQsjLPXDSkL10VryAWAkxcaW3ycHdOJQ_OJGx5USTAU3gShhWs4VvDqYLMZWweHsqk5dFNApsh3VprzsPtgKChra9120ea0PhmX9p2tKQ==", "id": "rs_09516b48ea7a6ed6016a078090884081918dfaeb7c91eba02f", "summary": [ { "type": "summary_text", "text": "**Checking LSP reloading**\n\nI'm wondering if the LSP (Language Server Protocol) hasn't reloaded properly. It could be worth checking the file tail to see if that reveals anything. I think I need to verify if there are any issues there. It makes sense to ensure everything is functioning correctly, as this might help clarify what's going on. I'll keep exploring this possibility until I have a clearer picture!" } ] } ], "tool_calls": [ { "id": "call_FUdmm2PBaHMO1iFYCvLvjre8", "call_id": "call_FUdmm2PBaHMO1iFYCvLvjre8", "response_item_id": "fc_09516b48ea7a6ed6016a0780925a80819198b41e8080a835eb", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nimport ast\\np='src/jarvis_finance/imports/instrument_candidates.py'\\nmod=ast.parse(open(p).read())\\nprint([n.name for n in mod.body if isinstance(n,(ast.FunctionDef,ast.ClassDef))][-10:])\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"['_summary_from_inputs', 'stage_docx_candidates', 'summarize_candidates', 'resolve_candidate', 'confirm_candidate', 'reject_candidate', 'import_confirmed_candidate_snapshot', '_status_counts', '_qwen_chat_json', 'qwen_resolve_staged_candidates']\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_FUdmm2PBaHMO1iFYCvLvjre8" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4CX4PCLPH_4LChK8IGPovjNdCZiWFVCKfa1XuW7eIJcvi0To-3aXNBUDUkIn7VMkA17lcbILYqywKt3q32TUTaQS61c8dxUxnzk36d2-rX4QBQeSgOW5LVt9AWozp2_Wg5vN8Gb7digpxD0nZ0CY69SnpjTK1Toq0CUhRCb2EHnWCG8HUCNEQEPayn_EHCluq8RbitNvdtWN2FxrURlm2pLynzyIq8fnCdUSUKySriEq0UqFa55o4l_uCmV5nsboftgiRTxgnPKFUs_jr-fB1xxyPOl2UQU1mSlgib9TZOSlQIA19toCsdwfIzVc8tSkNEPDXNNMTbiww_opxM0zKdOovMm4RbaAHo6KdUsE6K3ScBH0MYTdWIi-N3qZ9ucIlOo62mxx_innqgHmDUTuaqVNK2whY_ATIjrzGYXrJ0Eot5VJnGzxp91AsntJ2PMkW-pa9s9ZJk80sxZhPN8pLXJggh4dbklT6SWwYEC4t_twq9H4yd5QjIVt5aSmY6wq9TtGP39C5kmCy4qsxVE7dO0z1yPWjxhScqaTe5lxx-xzdTJDW684E3MIlAi1ta_6npfZwgOakLtJ94YsFwp7ZeRyW2aTf5Pd9JK8y586EnL73-rn54k3lefzxRwt8Zsc8sXHRwzKy-GUGPFfJWhabI5eN47uaaFolrdFplp9Y0lHtZ7cfVDVK--mVKOKe9GEu-tvAGhIoAcE_Cvy6qJVyO04KvSQSQnEpsz-JXN-WKonJNmsiIPRePrpCauToF9j5UF5n7cN0LQM1ZpPevCqwtvVwW6Gc8AinIIB9rCejSsG4ZmWDhqai6RJeMvTHXgwhrXERx2MRbdlIsVERTlo3jn740JV7_vpmu1CZ2h-Svhh__HVi2WESq1weAI9P05_4RcCwIZxoMZueuyEu9e1elxUO2npih8WJb1tDSwDL3egIRo6-89kGjNBz_WWJBQgAsC1aF6-RKaUyp5mpIvBWRUIG9sOtIdeplf3vYBK6NE7jpo8HV_4LAzdlj04SdcadGAeuDPWPgVIux-XKEjrY5MfwSAdRTBz7JjfxMKKT2S3SbwUrkw3XVQAoKW58xMieZ6KRdMl-5oq1Z4bWvMmo_hxAnSX_FtULcAJtna8GLpQ88CGlTTsaWkZGwBJH7yWmlfU12rovRm5VXAbyGHPZB7x_RJYOyELzSlkWRbJUDIOaVZ9lqBzQWd_h2yXAS80nIwW_Ny_zp8oB7snLUeATJ8f_VeAL3XoX8bor3tD4YAf8gl7Log7hCgRcAPxZr3RTgAFYaV4RuBQp1CdxtFk9SUqJSNIS2lDnbBeN0JdEhl4rxgesA2NGtnxV9uKVufcxXPuSQE57lHCruj67rMlle_0qzpAVpjC_8QfOQLsnw80B8JzMwJE-MRgCEiY9lChgDsUf8yprXrVvzomb-LHUn25ifu2ndqigTBwO135B_pUq1GiNmPOdelVxJiUMAFLmyBt0YyZI9eZMWNl94zbGPnhYvd0avhsd_awsbLSo8ITEum1jpBwnr66GdAVWq9Jcil9Vc3QXOIjiYacBR59rA3YeZv5h4J-7v82nkybcCvtrVPNupvCmtzscy8Zf_ecrfCrha2HprsMT0rwyHUGl_ERiCTh_ERkaOJLmTgspoP_y2vPlFdQNsOVPAtjsBy_DspOL65ucGpWoAwfq8fjbwDiw==", "id": "rs_09516b48ea7a6ed6016a07809535488191ab72ae18d5eb241f", "summary": [] } ], "tool_calls": [ { "id": "call_rPG21QANufpGj2FwV6WAg7Gw", "call_id": "call_rPG21QANufpGj2FwV6WAg7Gw", "response_item_id": "fc_09516b48ea7a6ed6016a078097f29081918f4c445ccf265fc5", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py')\\ns=p.read_text()\\ninsert='''\\\\n\\\\ndef defer_candidate(conn: Connection, candidate_id: str, *, note: str = \\\"later review\\\") -> None:\\\\n note = _norm_space(note) or \\\"later review\\\"\\\\n row = conn.execute(\\\"SELECT candidate_id FROM instrument_import_candidates WHERE candidate_id=?\\\", (candidate_id,)).fetchone()\\\\n if row is None:\\\\n raise ValueError(\\\"candidate not found\\\")\\\\n conn.execute(\\\"UPDATE instrument_import_candidates SET mapping_status='needs_manual_review', review_note=?, updated_at=? WHERE candidate_id=? AND mapping_status!='confirmed'\\\", (note, utc_now(), candidate_id))\\\\n record_audit_event(conn, source=\\\"instrument_import_review\\\", action=\\\"defer_candidate\\\", entity_type=\\\"instrument_import_candidate\\\", entity_id=candidate_id, new_values={\\\"mapping_status\\\": \\\"needs_manual_review\\\"}, user_text_note=note, confirmed=True, created_by=\\\"dashboard\\\")\\\\n conn.commit()\\\\n'''\\nif 'def defer_candidate' not in s:\\n s=s.replace('\\\\ndef import_confirmed_candidate_snapshot', insert+'\\\\n\\\\ndef import_confirmed_candidate_snapshot')\\np.write_text(s)\\nprint('done')\"}" } } ] }, { "role": "tool", "name": "execute_code", "content": "{\"status\": \"success\", \"output\": \"done\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}", "tool_call_id": "call_rPG21QANufpGj2FwV6WAg7Gw" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_1pAaVdvKbhjlj0gbprMcyEHA", "call_id": "call_1pAaVdvKbhjlj0gbprMcyEHA", "response_item_id": "fc_09516b48ea7a6ed6016a0780a5bcd48191ae4ffa77b775c099", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.imports.instrument_candidates import confirm_candidate, defer_candidate, qwen_resolve_staged_candidates, reject_candidate, resolve_candidate\",\"old_string\":\"from jarvis_finance.imports.instrument_candidates import confirm_candidate, qwen_resolve_staged_candidates, reject_candidate, resolve_candidate\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n@@ -6,7 +6,7 @@\\n from jarvis_finance.dashboard.components.tables import show_table\\n from jarvis_finance.equity.manage import add_equity_initial_snapshot, add_equity_transaction, add_manual_position_from_catalog, create_manual_catalog_entry, get_equity_management_options\\n from jarvis_finance.fx.overrides import set_manual_fx_override\\n-from jarvis_finance.imports.instrument_candidates import confirm_candidate, qwen_resolve_staged_candidates, reject_candidate, resolve_candidate\\n+from jarvis_finance.imports.instrument_candidates import confirm_candidate, defer_candidate, qwen_resolve_staged_candidates, reject_candidate, resolve_candidate\\n from jarvis_finance.market_data.candidates import reject_mapping_candidate, select_mapping_candidate\\n \\n PAGE_TITLE = \\\"Equity/ETF Manage\\\"\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [9:77] \\\"defer_candidate\\\" is unknown import symbol [reportAttributeAccessIssue] (Pyright)\\nERROR [9:94] \\\"qwen_resolve_staged_candidates\\\" is unknown import symbol [reportAttributeAccessIssue] (Pyright)\\n\"}", "tool_call_id": "call_1pAaVdvKbhjlj0gbprMcyEHA" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_bw9MQPwxbV0fJ6g0xDP76M4G", "call_id": "call_bw9MQPwxbV0fJ6g0xDP76M4G", "response_item_id": "fc_09516b48ea7a6ed6016a0780b773bc8191a3dc365fc1b5e801", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py')\\ns=p.read_text()\\nold=s[s.index(' with tabs[1]:'):s.index(' with tabs[2]:')]\\nnew=''' with tabs[1]:\\\\n st.subheader(\\\"Mapping Review Queue: PostFinance / True Wealth\\\")\\\\n st.caption(\\\"Review-only: Bestätigung schreibt nur Kandidatenstatus + Audit-Log. Kein Initial-Snapshot-Import aus dieser Ansicht.\\\")\\\\n summary = data.get_instrument_import_candidate_summary(conn)\\\\n st.write(summary)\\\\n if st.button(\\\"Qwen Review-Hilfe auf sanitizte Kandidaten anwenden\\\", key=\\\"instrument_candidate_qwen_resolve\\\"):\\\\n try:\\\\n result = qwen_resolve_staged_candidates(conn)\\\\n st.success(\\\"Qwen Review-Hilfe ausgeführt; keine Buchung erstellt.\\\")\\\\n st.write({\\\"qwen_available\\\": result.qwen_available, \\\"model\\\": result.model, \\\"improved\\\": result.improved, \\\"manual_review_remaining\\\": result.manual_review_remaining})\\\\n except Exception as exc:\\\\n st.error(f\\\"Qwen Review-Hilfe abgelehnt: {exc}\\\")\\\\n safe_rows = data.get_instrument_import_candidates(conn, status=\\\"exact_isin_match\\\")\\\\n review_rows = [r for r in data.get_instrument_import_candidates(conn) if r.get(\\\"mapping_status\\\") in {\\\"needs_manual_review\\\", \\\"probable\\\"}]\\\\n with st.expander(\\\"Gruppe 1: Sichere ISIN-Treffer — bereit zur Bestätigung\\\", expanded=True):\\\\n st.caption(\\\"Anzeige ohne Mengen/Werte. Exact-ISIN bedeutet review-bereit, nicht importiert.\\\")\\\\n show_table(st, safe_rows)\\\\n safe_labels = [f\\\"{r['candidate_id']} | {r['platform']} | {r.get('proposed_ticker') or r.get('raw_ticker') or ''} | {r.get('proposed_isin') or r.get('raw_isin') or ''}\\\" for r in safe_rows]\\\\n safe_selected = st.selectbox(\\\"Sicheren ISIN-Treffer auswählen\\\", safe_labels, key=\\\"instrument_candidate_safe_select\\\") if safe_labels else None\\\\n safe_note = st.text_area(\\\"Review-Notiz für sichere ISIN-Treffer\\\", key=\\\"instrument_candidate_safe_note\\\")\\\\n if st.button(\\\"Sicheren Treffer bestätigen\\\", key=\\\"instrument_candidate_safe_confirm\\\"):\\\\n try:\\\\n if not safe_selected:\\\\n raise ValueError(\\\"candidate is required\\\")\\\\n confirm_candidate(conn, safe_selected.split(\\\" | \\\", 1)[0], note=safe_note or \\\"Exact-ISIN Treffer manuell bestätigt\\\")\\\\n st.success(\\\"Kandidat bestätigt; Audit-Log geschrieben. Kein Portfolio-Import.\\\")\\\\n except Exception as exc:\\\\n st.error(f\\\"Bestätigung abgelehnt: {exc}\\\")\\\\n if st.button(\\\"Sicheren Treffer ablehnen\\\", key=\\\"instrument_candidate_safe_reject\\\"):\\\\n try:\\\\n if not safe_selected:\\\\n raise ValueError(\\\"candidate is required\\\")\\\\n reject_candidate(conn, safe_selected.split(\\\" | \\\", 1)[0], note=safe_note or \\\"Exact-ISIN Treffer abgelehnt\\\")\\\\n st.success(\\\"Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\\\n except Exception as exc:\\\\n st.error(f\\\"Ablehnung abgelehnt: {exc}\\\")\\\\n with st.expander(\\\"Gruppe 2: Prüfung nötig — ISIN/Exchange/Währung ergänzen\\\", expanded=True):\\\\n st.caption(\\\"Ticker allein bleibt blockiert. Mengen/Werte werden nicht angezeigt.\\\")\\\\n show_table(st, review_rows)\\\\n labels = [f\\\"{r['candidate_id']} | {r['platform']} | {r.get('proposed_ticker') or r.get('raw_ticker') or ''} | {r.get('proposed_isin') or r.get('raw_isin') or ''} | {r['mapping_status']}\\\" for r in review_rows]\\\\n selected_label = st.selectbox(\\\"Kandidat auswählen\\\", labels, key=\\\"instrument_candidate_select\\\") if labels else None\\\\n review_note = st.text_area(\\\"Review-Notiz\\\", key=\\\"instrument_candidate_note\\\")\\\\n manual_isin = st.text_input(\\\"ISIN ergänzen/korrigieren\\\", key=\\\"instrument_candidate_isin\\\")\\\\n manual_ticker = st.text_input(\\\"Ticker korrigieren\\\", key=\\\"instrument_candidate_ticker\\\")\\\\n manual_exchange = st.text_input(\\\"Exchange setzen\\\", key=\\\"instrument_candidate_exchange\\\")\\\\n manual_currency = st.selectbox(\\\"Währung korrigieren\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"instrument_candidate_currency\\\")\\\\n st.info(\\\"Als bestätigt speichern bedeutet nur: Status confirmed + Audit-Log. Produktiver Initial Snapshot bleibt blockiert bis explizite Freigabe.\\\")\\\\n if st.button(\\\"Resolver erneut anwenden\\\", key=\\\"instrument_candidate_resolve\\\"):\\\\n try:\\\\n if not selected_label:\\\\n raise ValueError(\\\"candidate is required\\\")\\\\n result = resolve_candidate(conn, selected_label.split(\\\" | \\\", 1)[0])\\\\n st.success(\\\"Resolver ausgeführt; Status aktualisiert.\\\")\\\\n st.write(result)\\\\n except Exception as exc:\\\\n st.error(f\\\"Resolver abgelehnt: {exc}\\\")\\\\n if st.button(\\\"Als bestätigt speichern\\\", key=\\\"instrument_candidate_confirm\\\"):\\\\n try:\\\\n if not selected_label:\\\\n raise ValueError(\\\"candidate is required\\\")\\\\n confirm_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note, proposed_isin=manual_isin or None, proposed_ticker=manual_ticker or None, proposed_exchange=manual_exchange or None, proposed_currency=manual_currency or None)\\\\n st.success(\\\"Kandidat bestätigt; Audit-Log geschrieben. Kein Portfolio-Import.\\\")\\\\n except Exception as exc:\\\\n st.error(f\\\"Bestätigung abgelehnt: {exc}\\\")\\\\n if st.button(\\\"Zurückstellen\\\", key=\\\"instrument_candidate_defer\\\"):\\\\n try:\\\\n if not selected_label:\\\\n raise ValueError(\\\"candidate is required\\\")\\\\n defer_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note or \\\"später prüfen\\\")\\\\n st.success(\\\"Kandidat zurückgestellt; Audit-Log geschrieben.\\\")\\\\n except Exception as exc:\\\\n st.error(f\\\"Zurückstellen abgelehnt: {exc}\\\")\\\\n if st.button(\\\"Ablehnen\\\", key=\\\"instrument_candidate_reject\\\"):\\\\n try:\\\\n if not selected_label:\\\\n raise ValueError(\\\"candidate is required\\\")\\\\n reject_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note)\\\\n st.success(\\\"Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\\\n except Exception as exc:\\\\n st.error(f\\\"Ablehnung abgelehnt: {exc}\\\")\\\\n st.caption(\\\"Finaler Initial-Snapshot-Import bleibt absichtlich außerhalb dieser Review-Aktion und braucht separate Freigabe.\\\")\\\\n\\\\n'''\\ns=s.replace(old,new)\\np.write_text(s)\\nprint('replaced')\"}" } } ] }, { "role": "tool", "name": "execute_code", "content": "{\"status\": \"success\", \"output\": \"replaced\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.21}", "tool_call_id": "call_bw9MQPwxbV0fJ6g0xDP76M4G" }, { "role": "assistant", "content": "", "reasoning": "**Planning tests inspection**\n\nI need to focus on testing procedures, specifically inspecting existing tests. It's important to ensure they're effective and provide accurate results. I'll look into what tests we currently have and see if they meet our requirements. I'm curious about which areas might need improvement and if there are any gaps in our testing processes. By inspecting, I hope to identify what we can adjust or add for better outcomes.", "finish_reason": "tool_calls", "reasoning_content": "**Planning tests inspection**\n\nI need to focus on testing procedures, specifically inspecting existing tests. It's important to ensure they're effective and provide accurate results. I'll look into what tests we currently have and see if they meet our requirements. I'm curious about which areas might need improvement and if there are any gaps in our testing processes. 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It's important to ensure they're effective and provide accurate results. I'll look into what tests we currently have and see if they meet our requirements. I'm curious about which areas might need improvement and if there are any gaps in our testing processes. By inspecting, I hope to identify what we can adjust or add for better outcomes." } ] } ], "tool_calls": [ { "id": "call_OlgB8oMMOEVgwZdh1TrnUi8f", "call_id": "call_OlgB8oMMOEVgwZdh1TrnUi8f", "response_item_id": "fc_09516b48ea7a6ed6016a0780e080a0819196d6abfc2d96bbe2", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import zipfile\\n 4|from pathlib import Path\\n 5|\\n 6|import pytest\\n 7|\\n 8|from jarvis_finance.imports.instrument_candidates import (\\n 9| CandidateInput,\\n 10| confirm_candidate,\\n 11| deterministic_parse_docx,\\n 12| import_confirmed_candidate_snapshot,\\n 13| qwen_extract_candidates,\\n 14| resolve_candidate,\\n 15| stage_docx_candidates,\\n 16| upsert_candidate,\\n 17|)\\n 18|from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n 19|from jarvis_finance.storage.database import connect_memory\\n 20|from jarvis_finance.storage.migrations import apply_migrations\\n 21|\\n 22|\\n 23|def setup_conn():\\n 24| conn = connect_memory()\\n 25| apply_migrations(conn)\\n 26| conn.execute(\\\"INSERT INTO platforms(platform_id,name,platform_type,default_currency,created_at) VALUES('p1','PostFinance','broker','CHF','now')\\\")\\n 27| conn.execute(\\\"INSERT INTO accounts(account_id,platform_id,account_name,account_type,currency,created_at) VALUES('a1','p1','Depot','brokerage','CHF','now')\\\")\\n 28| return conn\\n 29|\\n 30|\\n 31|def make_docx(path: Path, lines: list[str]) -> Path:\\n 32| body = \\\"\\\".join(f\\\"{line}\\\" for line in lines)\\n 33| xml = f'''\\n 34|{body}'''\\n 35| with zipfile.ZipFile(path, \\\"w\\\") as zf:\\n 36| zf.writestr(\\\"word/document.xml\\\", xml)\\n 37| return path\\n 38|\\n 39|\\n 40|def candidate(**overrides) -> CandidateInput:\\n 41| data = dict(\\n 42| source_file=\\\"broker.docx\\\",\\n 43| platform=\\\"postfinance\\\",\\n 44| source_row_number=\\\"1\\\",\\n 45| raw_name=\\\"Sample ETF\\\",\\n 46| raw_ticker=\\\"SAMP\\\",\\n 47| raw_isin=\\\"\\\",\\n 48| raw_currency=\\\"CHF\\\",\\n 49| raw_quantity=\\\"1.2345\\\",\\n 50| raw_asset_class=\\\"etf\\\",\\n 51| proposed_name=\\\"Sample ETF\\\",\\n 52| proposed_ticker=\\\"SAMP\\\",\\n 53| proposed_currency=\\\"CHF\\\",\\n 54| proposed_asset_class=\\\"etf\\\",\\n 55| mapping_status=\\\"needs_manual_review\\\",\\n 56| )\\n 57| data.update(overrides)\\n 58| return CandidateInput(**data)\\n 59|\\n 60|\\n 61|def test_deterministic_parser_creates_candidates(tmp_path: Path) -> None:\\n 62| docx = make_docx(tmp_path / \\\"Postfinance.docx\\\", [\\\"Sample ETF CH0000000001 CHF 12.345\\\"])\\n 63| rows = deterministic_parse_docx(docx, platform=\\\"postfinance\\\")\\n 64| assert len(rows) == 1\\n 65| assert rows[0].raw_isin == \\\"CH0000000001\\\"\\n 66| assert rows[0].mapping_status == \\\"exact_isin_match\\\"\\n 67|\\n 68|\\n 69|def test_qwen_extraction_creates_only_candidates_no_bookings(monkeypatch) -> None:\\n 70| class FakeResponse:\\n 71| def __enter__(self): return self\\n 72| def __exit__(self, *args): return False\\n 73| def read(self):\\n 74| return b'{\\\"choices\\\":[{\\\"message\\\":{\\\"content\\\":\\\"{\\\\\\\\\\\\\\\"positions\\\\\\\\\\\\\\\":[{\\\\\\\\\\\\\\\"name\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"Q ETF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"ticker\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"QETF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"currency\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"CHF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"quantity\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"1.23\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"asset_class\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"etf\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"row_number\\\\\\\\\\\\\\\":2,\\\\\\\\\\\\\\\"confidence\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"medium\\\\\\\\\\\\\\\"}]}\\\"}}]}'\\n 75| monkeypatch.setattr(\\\"jarvis_finance.imports.instrument_candidates.request.urlopen\\\", lambda *a, **k: FakeResponse())\\n 76| conn = setup_conn()\\n 77| rows, available = qwen_extract_candidates([\\\"Q ETF CHF 1.23\\\"], source_file=\\\"True.docx\\\", platform=\\\"true_wealth\\\")\\n 78| assert available is True\\n 79| assert len(rows) == 1\\n 80| upsert_candidate(conn, rows[0])\\n 81| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_import_candidates\\\").fetchone()[\\\"c\\\"] == 1\\n 82| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM transactions\\\").fetchone()[\\\"c\\\"] == 0\\n 83|\\n 84|\\n 85|def test_candidate_without_isin_stays_needs_manual_review() -> None:\\n 86| conn = setup_conn()\\n 87| cid = upsert_candidate(conn, candidate(raw_isin=\\\"\\\", proposed_isin=\\\"\\\", proposed_exchange=\\\"\\\"))\\n 88| result = resolve_candidate(conn, cid)\\n 89| assert result[\\\"mapping_status\\\"] == \\\"needs_manual_review\\\"\\n 90|\\n 91|\\n 92|def test_candidate_with_isin_can_be_exact_isin_match() -> None:\\n 93| conn = setup_conn()\\n 94| upsert_catalog_entry(conn, CatalogEntryInput(asset_class=\\\"etf\\\", name=\\\"Sample ETF\\\", isin=\\\"CH0000000001\\\", ticker=\\\"SAMP\\\", exchange=\\\"SWX\\\", trading_currency=\\\"CHF\\\", instrument_currency=\\\"CHF\\\"), note=\\\"test\\\")\\n 95| cid = upsert_candidate(conn, candidate(raw_isin=\\\"CH0000000001\\\", proposed_isin=\\\"CH0000000001\\\"))\\n 96| result = resolve_candidate(conn, cid)\\n 97| assert result[\\\"mapping_status\\\"] == \\\"exact_isin_match\\\"\\n 98|\\n 99|\\n 100|def test_ticker_alone_does_not_confirm_or_import() -> None:\\n 101| conn = setup_conn()\\n 102| cid = upsert_candidate(conn, candidate(raw_isin=\\\"\\\", proposed_isin=\\\"\\\", proposed_exchange=\\\"\\\", proposed_ticker=\\\"SAMP\\\"))\\n 103| with pytest.raises(ValueError):\\n 104| confirm_candidate(conn, cid, note=\\\"manual review confirms\\\", proposed_ticker=\\\"SAMP\\\")\\n 105| with pytest.raises(ValueError):\\n 106| import_confirmed_candidate_snapshot(conn, cid, account_id=\\\"a1\\\", snapshot_date=\\\"2025-12-31\\\", note=\\\"no\\\", confirm=True)\\n 107|\\n 108|\\n 109|def test_manual_confirmation_sets_confirmed() -> None:\\n 110| conn = setup_conn()\\n 111| cid = upsert_candidate(conn, candidate())\\n 112| confirm_candidate(conn, cid, note=\\\"manual review confirms\\\", proposed_ticker=\\\"SAMP\\\", proposed_exchange=\\\"SWX\\\", proposed_currency=\\\"CHF\\\")\\n 113| row = conn.execute(\\\"SELECT mapping_status FROM instrument_import_candidates WHERE candidate_id=?\\\", (cid,)).fetchone()\\n 114| assert row[\\\"mapping_status\\\"] == \\\"confirmed\\\"\\n 115| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='confirm_candidate'\\\").fetchone()[\\\"c\\\"] == 1\\n 116|\\n 117|\\n 118|def test_confirmed_candidate_can_create_initial_snapshot_with_uncertain_cost_basis() -> None:\\n 119| conn = setup_conn()\\n 120| cid = upsert_candidate(conn, candidate(raw_isin=\\\"CH0000000001\\\", proposed_isin=\\\"CH0000000001\\\"))\\n 121| confirm_candidate(conn, cid, note=\\\"manual review confirms\\\", proposed_isin=\\\"CH0000000001\\\", proposed_ticker=\\\"SAMP\\\", proposed_exchange=\\\"SWX\\\", proposed_currency=\\\"CHF\\\")\\n 122| tx_id = import_confirmed_candidate_snapshot(conn, cid, account_id=\\\"a1\\\", snapshot_date=\\\"2025-12-31\\\", note=\\\"approved import\\\", confirm=True)\\n 123| row = conn.execute(\\\"SELECT transaction_type, source_type, quantity FROM transactions WHERE transaction_id=?\\\", (tx_id,)).fetchone()\\n 124| assert row[\\\"transaction_type\\\"] == \\\"initial_position_snapshot\\\"\\n 125| assert row[\\\"source_type\\\"] == \\\"broker_import_reviewed_snapshot\\\"\\n 126| assert row[\\\"quantity\\\"] == \\\"1.2345\\\"\\n 127| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='cost_basis_uncertain'\\\").fetchone()[\\\"c\\\"] == 1\\n 128| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='import_confirmed_candidate_snapshot'\\\").fetchone()[\\\"c\\\"] == 1\\n 129|\\n 130|\\n 131|def test_unconfirmed_candidate_cannot_productively_import() -> None:\\n 132| conn = setup_conn()\\n 133| cid = upsert_candidate(conn, candidate())\\n 134| with pytest.raises(ValueError):\\n 135| import_confirmed_candidate_snapshot(conn, cid, account_id=\\\"a1\\\", snapshot_date=\\\"2025-12-31\\\", note=\\\"blocked\\\", confirm=True)\\n 136| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM transactions\\\").fetchone()[\\\"c\\\"] == 0\\n 137|\\n 138|\\n 139|def test_stage_docx_candidates_dry_run_writes_no_rows(tmp_path: Path) -> None:\\n 140| conn = setup_conn()\\n 141| docx = make_docx(tmp_path / \\\"True_Wealth.docx\\\", [\\\"Sample ETF CH0000000001 CHF 12.345\\\"])\\n 142| result = stage_docx_candidates(conn, [docx], dry_run=True)\\n 143| assert result.candidates_total == 1\\n 144| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_import_candidates\\\").fetchone()[\\\"c\\\"] == 0\\n 145|\\n 146|\\n 147|def test_no_real_data_in_repo_git_safety_placeholder(tmp_path: Path) -> None:\\n 148| repo_docx = tmp_path / \\\"repo\\\" / \\\"broker.docx\\\"\\n 149| repo_docx.parent.mkdir()\\n 150| make_docx(repo_docx, [\\\"Synthetic ETF CH0000000001 CHF 1\\\"])\\n 151| # The module can parse synthetic fixtures, while the CLI blocks repo files unless explicitly allowed.\\n 152| assert deterministic_parse_docx(repo_docx, platform=\\\"test\\\")\\n 153|\", \"total_lines\": 152, \"file_size\": 7520, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_OlgB8oMMOEVgwZdh1TrnUi8f" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_09516b48ea7a6ed6016a0780e537808191b0ab49b9a02a54c4", "summary": [] } ], "tool_calls": [ { "id": "call_O9v9AuRCln6utwXks4gHQpJH", "call_id": "call_O9v9AuRCln6utwXks4gHQpJH", "response_item_id": "fc_09516b48ea7a6ed6016a0780e824d88191abfae8742af3374e", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def _sanitize_for_qwen(text: str) -> str:\\n sanitized = DECIMAL_RE.sub(\\\"\\\", _norm_space(text))\\n sanitized = re.sub(r\\\"\\\\b(?:IBAN|KONTO|ACCOUNT|DEPOT|CLIENT|KUNDE|KUNDENNR)[:# ]*[A-Z0-9-]+\\\\b\\\", \\\"\\\", sanitized, flags=re.I)\\n return sanitized[:500]\\n\\n\\ndef qwen_extract_candidates\",\"old_string\":\"def qwen_extract_candidates\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n@@ -254,6 +254,12 @@\\n mapping_status=\\\"needs_manual_review\\\", review_note=\\\"ticker-only split-table candidate; manual ISIN/exchange review required\\\",\\n ))\\n return out\\n+\\n+\\n+def _sanitize_for_qwen(text: str) -> str:\\n+ sanitized = DECIMAL_RE.sub(\\\"\\\", _norm_space(text))\\n+ sanitized = re.sub(r\\\"\\\\b(?:IBAN|KONTO|ACCOUNT|DEPOT|CLIENT|KUNDE|KUNDENNR)[:# ]*[A-Z0-9-]+\\\\b\\\", \\\"\\\", sanitized, flags=re.I)\\n+ return sanitized[:500]\\n \\n \\n def qwen_extract_candidates(text_lines: list[str], *, source_file: str, platform: str, account: str = \\\"\\\", endpoint: str | None = None, model: str | None = None, timeout: int = 20) -> tuple[list[CandidateInput], bool]:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py was modified since you last read it on disk (external edit or unrecorded writer). Re-read the file before writing.\"}", "tool_call_id": "call_O9v9AuRCln6utwXks4gHQpJH" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_Q7bNfWbWfdjOpANlbbTJjSml", "call_id": "call_Q7bNfWbWfdjOpANlbbTJjSml", "response_item_id": "fc_09516b48ea7a6ed6016a0780f2266481918b7ebe9f117d06d5", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" {\\\"role\\\": \\\"system\\\", \\\"content\\\": \\\"Extract broker equity/ETF position candidates as JSON only from sanitized text. Do not invent ISIN, history, prices, quantities, account data, or IDs. Output {\\\\\\\"positions\\\\\\\":[{name,ticker,isin,currency,asset_class,row_number,confidence,note}]}\\\"},\\n {\\\"role\\\": \\\"user\\\", \\\"content\\\": \\\"\\\\n\\\".join(f\\\"{i+1}: {_sanitize_for_qwen(line)}\\\" for i, line in enumerate(text_lines[:300]))},\",\"old_string\":\" {\\\"role\\\": \\\"system\\\", \\\"content\\\": \\\"Extract broker equity/ETF position candidates as JSON only. Do not invent ISIN, history, prices, or IDs. Output {\\\\\\\"positions\\\\\\\":[{name,ticker,isin,currency,asset_class,row_number,confidence,note}]}\\\"},\\n {\\\"role\\\": \\\"user\\\", \\\"content\\\": \\\"\\\\n\\\".join(f\\\"{i+1}: {line}\\\" for i, line in enumerate(text_lines[:300]))},\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\\n@@ -270,8 +270,8 @@\\n \\\"model\\\": model,\\n \\\"temperature\\\": 0,\\n \\\"messages\\\": [\\n- {\\\"role\\\": \\\"system\\\", \\\"content\\\": \\\"Extract broker equity/ETF position candidates as JSON only. Do not invent ISIN, history, prices, or IDs. Output {\\\\\\\"positions\\\\\\\":[{name,ticker,isin,currency,quantity,asset_class,row_number,confidence,note}]}\\\"},\\n- {\\\"role\\\": \\\"user\\\", \\\"content\\\": \\\"\\\\n\\\".join(f\\\"{i+1}: {line}\\\" for i, line in enumerate(text_lines[:300]))},\\n+ {\\\"role\\\": \\\"system\\\", \\\"content\\\": \\\"Extract broker equity/ETF position candidates as JSON only from sanitized text. Do not invent ISIN, history, prices, quantities, account data, or IDs. Output {\\\\\\\"positions\\\\\\\":[{name,ticker,isin,currency,asset_class,row_number,confidence,note}]}\\\"},\\n+ {\\\"role\\\": \\\"user\\\", \\\"content\\\": \\\"\\\\n\\\".join(f\\\"{i+1}: {_sanitize_for_qwen(line)}\\\" for i, line in enumerate(text_lines[:300]))},\\n ],\\n }\\n req = request.Request(f\\\"{endpoint.rstrip('/')}/chat/completions\\\", data=json.dumps(payload).encode(\\\"utf-8\\\"), headers={\\\"Content-Type\\\": \\\"application/json\\\"})\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Q7bNfWbWfdjOpANlbbTJjSml" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4D-o2PMwrIuZWfyELFQgYGJ9PsfheSaZ7_frCA-nIPX_3gAly5qI2NwoNUOeMYi5jnRHmCDmj-ckljLEpwXrFpctEWQSY-Q35TBU7FNygEvUu8DthxcwVAbakfnnZRE5lqBa6EyV_pY9T_m_yjZaYeB81ElQ8CoftbtUDAh18SPiGZ4aKXTW_tu1zrLaRBx0Kd7KeJrKYV5ag2V677bClHPaA_1-54PFPeFA9aJWCFOpFB8_9hV6VgkEpwfOfrzZ27bG6hIVuSrFrGSYB7RADLAIOzCG6MlbDQpp1cAuTmxpaiQUJj1Q8t7DzeKnwOWfUfthr6fBayigW4EpzR3xBZdYBmWLOJWwwCj61_1nX2ARoZ4OnwX2d5uiri4fux4bFWyhcRhpXF8m_-bfjOSypslqkacp2g_Mxl7ZaRZI6b2xsQOJZmzphotjTlFsw3THcDIokc_5qN6okXMGhEBT1b68Ll4iGyx3uOtULfViO8_gsesN13z_hmY3wklq7fKjfsA1HbG2ReeqrxJr6Z2Ps7YDVsubLBiZnm5kIZQEQROGYguFFmysm6LxQ6ASXsylczs4T_ww2FkqhPZzgwrrjoV1Qfhb4eKY7x3T2snF7NUdzCv6H3QMfhoU2o1RYTjFcaiLThnrk8szYaz44Z1MeoL2GHZlGgHhPYpvSpaFw7_q2g6dUg8-iSh9tPJaxZnDc1pvz7t1twXsIlDb9XCFoSc1OeDcIgwHgJM5V3ujJtyfyPzQR4aw5_AlFpwtCEv6d_hRw27pukYRw_ghX4Xqmz-EH6vBCGYFDdmcwFHPRJX4l88PitrlLzHuThYz3IY_HOZfP5mEjQD_bIXxT9gILfzDtKqARmBrsnMRwKU7QOPSV4F-sTgAL6jF3v4faRjAiarvo0V_esYPBPhbAUGPlEriUEiedLorSV4KXrUp9_PNRIl0iEc7zo-DlEV7MeymG9n", "id": "rs_09516b48ea7a6ed6016a0780fd8a948191b99a44c1b8eefa8a", "summary": [] } ], "tool_calls": [ { "id": "call_eqwfFMttWK0o5o94ggRJdtp4", "call_id": "call_eqwfFMttWK0o5o94ggRJdtp4", "response_item_id": "fc_09516b48ea7a6ed6016a0780fe3aa081918632db54fead6b89", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" qwen_extract_candidates,\\n qwen_resolve_staged_candidates,\\n resolve_candidate,\",\"old_string\":\" qwen_extract_candidates,\\n resolve_candidate,\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\\n@@ -11,6 +11,7 @@\\n deterministic_parse_docx,\\n import_confirmed_candidate_snapshot,\\n qwen_extract_candidates,\\n+ qwen_resolve_staged_candidates,\\n resolve_candidate,\\n stage_docx_candidates,\\n upsert_candidate,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_eqwfFMttWK0o5o94ggRJdtp4" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_6XiSqzXpxbjIMVw8cHyHbtoC", "call_id": "call_6XiSqzXpxbjIMVw8cHyHbtoC", "response_item_id": "fc_09516b48ea7a6ed6016a0781043b948191928c0cec8707e7a4", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" captured = {}\\n class FakeResponse:\\n def __enter__(self): return self\\n def __exit__(self, *args): return False\\n def read(self):\\n return b'{\\\"choices\\\":[{\\\"message\\\":{\\\"content\\\":\\\"{\\\\\\\\\\\\\\\"positions\\\\\\\\\\\\\\\":[{\\\\\\\\\\\\\\\"name\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"Q ETF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"ticker\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"QETF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"currency\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"CHF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"quantity\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"1.23\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"asset_class\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"etf\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"row_number\\\\\\\\\\\\\\\":2,\\\\\\\\\\\\\\\"confidence\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"medium\\\\\\\\\\\\\\\"}]}\\\"}}]}'\\n def fake_urlopen(req, **kwargs):\\n captured[\\\"body\\\"] = req.data.decode(\\\"utf-8\\\")\\n return FakeResponse()\\n monkeypatch.setattr(\\\"jarvis_finance.imports.instrument_candidates.request.urlopen\\\", fake_urlopen)\",\"old_string\":\" class FakeResponse:\\n def __enter__(self): return self\\n def __exit__(self, *args): return False\\n def read(self):\\n return b'{\\\"choices\\\":[{\\\"message\\\":{\\\"content\\\":\\\"{\\\\\\\\\\\\\\\"positions\\\\\\\\\\\\\\\":[{\\\\\\\\\\\\\\\"name\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"Q ETF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"ticker\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"QETF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"currency\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"CHF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"quantity\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"1.23\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"asset_class\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"etf\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"row_number\\\\\\\\\\\\\\\":2,\\\\\\\\\\\\\\\"confidence\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"medium\\\\\\\\\\\\\\\"}]}\\\"}}]}'\\n monkeypatch.setattr(\\\"jarvis_finance.imports.instrument_candidates.request.urlopen\\\", lambda *a, **k: FakeResponse())\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\\n@@ -68,12 +68,16 @@\\n \\n \\n def test_qwen_extraction_creates_only_candidates_no_bookings(monkeypatch) -> None:\\n+ captured = {}\\n class FakeResponse:\\n def __enter__(self): return self\\n def __exit__(self, *args): return False\\n def read(self):\\n return b'{\\\"choices\\\":[{\\\"message\\\":{\\\"content\\\":\\\"{\\\\\\\\\\\\\\\"positions\\\\\\\\\\\\\\\":[{\\\\\\\\\\\\\\\"name\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"Q ETF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"ticker\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"QETF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"currency\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"CHF\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"quantity\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"1.23\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"asset_class\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"etf\\\\\\\\\\\\\\\",\\\\\\\\\\\\\\\"row_number\\\\\\\\\\\\\\\":2,\\\\\\\\\\\\\\\"confidence\\\\\\\\\\\\\\\":\\\\\\\\\\\\\\\"medium\\\\\\\\\\\\\\\"}]}\\\"}}]}'\\n- monkeypatch.setattr(\\\"jarvis_finance.imports.instrument_candidates.request.urlopen\\\", lambda *a, **k: FakeResponse())\\n+ def fake_urlopen(req, **kwargs):\\n+ captured[\\\"body\\\"] = req.data.decode(\\\"utf-8\\\")\\n+ return FakeResponse()\\n+ monkeypatch.setattr(\\\"jarvis_finance.imports.instrument_candidates.request.urlopen\\\", fake_urlopen)\\n conn = setup_conn()\\n rows, available = qwen_extract_candidates([\\\"Q ETF CHF 1.23\\\"], source_file=\\\"True.docx\\\", platform=\\\"true_wealth\\\")\\n assert available is True\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_6XiSqzXpxbjIMVw8cHyHbtoC" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_KxtXxFtCIVBssWHQQLKrMSYX", "call_id": "call_KxtXxFtCIVBssWHQQLKrMSYX", "response_item_id": "fc_09516b48ea7a6ed6016a07811244848191a5a839b1e826a341", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\" assert len(rows) == 1\\n assert \\\"1.23\\\" not in captured[\\\"body\\\"]\\n assert rows[0].raw_quantity == \\\"\\\"\\n upsert_candidate(conn, rows[0])\",\"old_string\":\" assert len(rows) == 1\\n upsert_candidate(conn, rows[0])\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\"}" } } ] }, { "role": "tool", "name": "patch", "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\\n@@ -82,6 +82,8 @@\\n rows, available = qwen_extract_candidates([\\\"Q ETF CHF 1.23\\\"], source_file=\\\"True.docx\\\", platform=\\\"true_wealth\\\")\\n assert available is True\\n assert len(rows) == 1\\n+ assert \\\"1.23\\\" not in captured[\\\"body\\\"]\\n+ assert rows[0].raw_quantity == \\\"\\\"\\n upsert_candidate(conn, rows[0])\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_import_candidates\\\").fetchone()[\\\"c\\\"] == 1\\n assert conn.execute(\\\"SELECT COUNT(*) AS c FROM transactions\\\").fetchone()[\\\"c\\\"] == 0\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_KxtXxFtCIVBssWHQQLKrMSYX" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_Y9fLOJOA0uEboX5ByODiN3Mv", "call_id": "call_Y9fLOJOA0uEboX5ByODiN3Mv", "response_item_id": "fc_09516b48ea7a6ed6016a07811811208191b07ce1a4a6759fcc", "type": "function", "function": { "name": "write_file", "arguments": "{\"path\":\"/tmp/add_tests.py\",\"content\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/tests/unit/test_instrument_import_candidates.py')\\ns=p.read_text()\\nappend='''\\n\\n\\ndef test_qwen_resolver_sends_sanitized_candidates_only(monkeypatch) -> None:\\n conn = setup_conn()\\n cid = upsert_candidate(conn, candidate(raw_quantity=\\\"999.123\\\", proposed_exchange=\\\"\\\"))\\n captured = {}\\n\\n class FakeResponse:\\n def __enter__(self): return self\\n def __exit__(self, *args): return False\\n def read(self):\\n body = '{\\\"updates\\\":[{\\\"candidate_id\\\":\\\"%s\\\",\\\"proposed_name\\\":\\\"Sample ETF\\\",\\\"proposed_ticker\\\":\\\"SAMP\\\",\\\"proposed_isin\\\":\\\"\\\",\\\"proposed_exchange\\\":\\\"\\\",\\\"proposed_currency\\\":\\\"CHF\\\",\\\"proposed_asset_class\\\":\\\"etf\\\",\\\"mapping_status\\\":\\\"needs_manual_review\\\",\\\"review_note\\\":\\\"Ticker-only candidate remains manual review.\\\"}]}' % cid\\n import json\\n return json.dumps({\\\"choices\\\": [{\\\"message\\\": {\\\"content\\\": body}}]}).encode()\\n\\n def fake_urlopen(req, **kwargs):\\n captured[\\\"body\\\"] = req.data.decode(\\\"utf-8\\\")\\n return FakeResponse()\\n\\n monkeypatch.setattr(\\\"jarvis_finance.imports.instrument_candidates.request.urlopen\\\", fake_urlopen)\\n result = qwen_resolve_staged_candidates(conn, model=\\\"qwen-3.6-agent\\\")\\n assert result.qwen_available is True\\n assert result.qwen_used is True\\n assert result.confirmed_after == 0\\n assert \\\"999.123\\\" not in captured[\\\"body\\\"]\\n assert \\\"raw_quantity\\\" not in captured[\\\"body\\\"]\\n row = conn.execute(\\\"SELECT mapping_status, review_note FROM instrument_import_candidates WHERE candidate_id=?\\\", (cid,)).fetchone()\\n assert row[\\\"mapping_status\\\"] == \\\"needs_manual_review\\\"\\n assert \\\"manual review\\\" in row[\\\"review_note\\\"]\\n\\n\\ndef test_qwen_resolver_does_not_accept_invented_isin(monkeypatch) -> None:\\n conn = setup_conn()\\n cid = upsert_candidate(conn, candidate(raw_isin=\\\"\\\", proposed_isin=\\\"\\\", proposed_exchange=\\\"\\\"))\\n\\n class FakeResponse:\\n def __enter__(self): return self\\n def __exit__(self, *args): return False\\n def read(self):\\n import json\\n body = '{\\\"updates\\\":[{\\\"candidate_id\\\":\\\"%s\\\",\\\"proposed_name\\\":\\\"Sample ETF\\\",\\\"proposed_ticker\\\":\\\"SAMP\\\",\\\"proposed_isin\\\":\\\"CH9999999999\\\",\\\"proposed_exchange\\\":\\\"SWX\\\",\\\"proposed_currency\\\":\\\"CHF\\\",\\\"proposed_asset_class\\\":\\\"etf\\\",\\\"mapping_status\\\":\\\"probable\\\",\\\"review_note\\\":\\\"Qwen guessed an ISIN.\\\"}]}' % cid\\n return json.dumps({\\\"choices\\\": [{\\\"message\\\": {\\\"content\\\": body}}]}).encode()\\n\\n monkeypatch.setattr(\\\"jarvis_finance.imports.instrument_candidates.request.urlopen\\\", lambda *a, **k: FakeResponse())\\n result = qwen_resolve_staged_candidates(conn)\\n assert result.warnings == 1\\n row = conn.execute(\\\"SELECT proposed_isin, mapping_status FROM instrument_import_candidates WHERE candidate_id=?\\\", (cid,)).fetchone()\\n assert row[\\\"proposed_isin\\\"] == \\\"\\\"\\n assert row[\\\"mapping_status\\\"] == \\\"probable\\\"\\n'''\\nif 'test_qwen_resolver_sends_sanitized_candidates_only' not in s:\\n s += append\\np.write_text(s)\\n\"}" } } ] }, { "role": "tool", "name": "write_file", "content": "{\"bytes_written\": 2942, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Y9fLOJOA0uEboX5ByODiN3Mv" } ] }