{ "session_id": "20260515_222716_ce7ec1", "model": "gpt-5.5", "base_url": "https://chatgpt.com/backend-api/codex", "platform": "telegram", "session_start": "2026-05-15T20:07:33.178179", "last_updated": "2026-05-15T23:18:18.570973", "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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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 10:27 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": 179, "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": "user", "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 126 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_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. 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!", "reasoning_content": "**Inspecting git diff**\n\nI think I need to look into the git diff to see the changes that have been made. 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!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3mP0FKvv8aukkHgrQ4kVKrrVdlX3RBvrBKVO2ilIovWJpFWvpT2l7oAeZh4zPkq_0ZmCWZroOq4gx-RmEampwJKY4J5QiGCQ8uvjm3SWsRmb9zo-q18zS-J9tMmHHBszXdCsL5lj3lNyGvpsJtLu7ZKaP3gkQJATKE3vpVyU2NJi7CfvPSZ5qkfJo-WQiqMObS_VvpNZcL-ibXcfA5pTF_B7Mcst6i_a23yISuHkyi67UDcRXdOPM7mvhJtITNPA2LYH_Ns2i8R8QZ_nUCKnGkYndUhy5jUSrG3kogZckWXdxAFkupMcdWhJeRWfapi8v-h0k23f6ljeuYnNCeZLIRD31hDaYDdiLIaEL4DfTAUD1mD-erpfc1MGGt9v-JidC2pRvMqzqe0UomUJmNXyf4SxD1gQje_P_nwqehkLPn4qjnBUN5-_8iF4_S8vIk6HcMCjjz5U_T5esttF7SV6l7YwOkWS7nG9e0VrVnAR2AayVmWtiELWa2DLUpiQ2DnArctn69B4L9p_QDLtjw5pFywcS340LfyQpWQpsYEV3yN-1PwvFOUZQjWevI_0t6JjH1NttMRGyNRW33d285WPpt6fMg24jhM5Y38S-63VeWTXHfOy20Lo0dFahQfuXy73FO-bio4c9mou7yJ-GvNDvPy2lVU55qGr1EmnM1G5jsPo1slI08GG3p4fV8Y2wzRrJDDFRvak9HLddxfbjs2FXYZKR7hO2bgezGdqnxyY0YxdJwivzuGE5KcMqd2CccMXMVvdItN20sVcv1FpdxVDyyYqDNdgcsKwB7nD9IR3AmF66amiEeIYYggoYXVTMd6yfCTD2HlMthpp9fQQk5zdhgw8W4FvIiNvxG3sz9bns9rIJRIs3otFjV7-A_FG6X4yrxKpBN3NoET2y8vsnz2jNp0Bho0OhXK5RMl4R1bWjwSAulPslWUPNcKZ8WT6DyLX8g8", "id": "rs_09cd1bb198d70332016a07798e08288191b53453bc2af3c912", "summary": [ { "type": "summary_text", "text": "**Inspecting git diff**\n\nI think I need to look into the git diff to see the changes that have been made. 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": "[terminal] ran `git diff -- src/jarvis_finance/cli/main.py src/jarvis_finance/dashboard/data....` -> exit 0, 1 lines output", "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 ...[truncated]\", \"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! Let's make sure we get it right." } ] } ] }, { "role": "tool", "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py (1,650 chars result)", "tool_call_id": "call_weGXNBIshTQYNCYWCQH02cx9" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_87kJZTvPGPYZQqHmuNn3gzt4", "call_id": "call_87kJZTvPGPYZQqHmuNn3gzt4", "response_item_id": "fc_013b2c630e3578ae016a07799e22d481919d4f508131427d77", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"pytest -q tests/unit/test_instrument_import_candidates.py tests/unit/test_instrument_catalog_manual_add.py tests/unit/test_schema.py && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3me2vVXzftaIuR7p3d3qB7q9XfP4XThuOgPx40lM0q4b1b0uGUZljux0hfnQGxAvBHmxhEBmMF_1mRjyhhVbcsvhrxf8TjWBwxWfpHblwsABMyVK8Y5_06ZMemfdNJSrz5So-fV8zz4TxoEZLqlhloxpmsCrFanwSru_8T2w2eJYsBDWDRg0njhNHVxZ4yB4YLd53Yft_OQ7pNBQEf7sEoF3Sj5wSUiQzaa3DKvFsnuRCgp58iHZVKR1sWllBu5CWs6247OvLknPfXDvdeWmAmCg88xiFeC8LW-HsxAqeElBnXm5E6QoL6X2qvy0icWIpvom6zX8iB0WxbIM3KLOQ6FG_FlCZuT2vtPpDiIjGSw7UJGmhCB7tMcrFa94xJoVk9mK7AIZ8ja4XfKtYx0sbW0FJb2gpy5jzFhQByA-4MmjcA1ctewFkslnJ4FT6eyhHIj8uANRVYBXr_vuWZg0EooBRIa9B5G07wOuIHpDYU7iKX7zdEUHkJCqcacAOuHZUHFn4HfOPgMSZgm0MAL-NQH7WLUoTXnTkAGUrEGZDB_Pt0ajwTU9_IodoO-CT9pyxMUSNTnEUlA1QUyzgN5gYZzCNHlHMN693qqlAd8XyGUtBrLf8xx_YrwEDzYv75i-ZK-BTP_DzYGnzG2ZFN8YLK8r7-POL3QquompR7NGvTidu6hT0g_bGkscyeHIrRW1M44spooAkgDTcT1mBDtgi18HyPmaCdhu0KBK0k6mfJbRkKp45svMvVQLvAG0zlOB5yMBuxQhP1XmoQyW49kB8j-uJAEQETKQN5DOf10037ULfPV9U-QrED-0eLhFuwB1xZeTHmsZoaWGhBGI5Lrr3Z1wvmllnYXKDdWrZ6uEWu3bbn9ZN8OrCAmmiGN1TvYx-c-semIab4yyUutZ9o_8rEzlgiDTrVyb_oVA73m-2s-OZA2gCM4ow1VW33lcFB3M7xW", "id": "rs_013b2c630e3578ae016a07799d9e288191b158af960267db4e", "summary": [] } ] }, { "role": "tool", "content": "[terminal] ran `pytest -q tests/unit/test_instrument_import_candidates.py tests/unit/test_ins...` -> exit 1, 1 lines output", "tool_call_id": "call_87kJZTvPGPYZQqHmuNn3gzt4" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_Wq1O52OCWmIcBTlawzjWxz2b", "call_id": "call_Wq1O52OCWmIcBTlawzjWxz2b", "response_item_id": "fc_099fd0d368e003f0016a0779a4e2888191834afe48e925d9e6", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"rm -rf .pytest_cache && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3mkAKoayqYs-ZFnauvilw50mnwnik0ztBJ0Q9eg9hPM0W23JKUpecgroqZ8haYDOHIVB4jOOzQmSRVmih7R9ZdBaTqQGwFPc6JnU9u63Ff4o9HV8c6itEuBJ_z9zrguwMeHUt2OHJec5KT7kFZju5ier14E-7GP6XmGJnKC1w0t0eH5LgYzmL6xYOhPSIk5XgR_VEU5tScP1x72oubN9B4EnUYskzxCoRtakD2gDuR2jj5aHcQX687lH2XWk6U_DWQ9UCgyBY71W5VbquMhAmmR978LlbtFhDJ40Ja5LKtLN2abEwZo4hGbg0QxBGK0Fu1Ib7QtOvAf5asrfSHiCrkNRtLRZI7WPL1dTWIsGbFoTk5ZRKmozbWix5GhZ2lrxtyI-90b4UWigxP3yZCSu-yRhNYl2m5dibq1tDtD1JELLCS4sz0g0g3q3h0WDnoT-IdHNkTglLhTofPho7a403dtMqXz5KnGpeExHlegOEs_yZ5uXfnLOjLvpL-GOHOK09MnZfxq0koLdhGQruprI7ZFXQJgA59Dl_V-dyoewt9qCGAtk0LGcjGs_LhzNfqYi8FrFDg2biOtwMCV2x1JGluJBlEpv4or8pqUuPRHlIde43jj3swR4GhYGjPUEr68AHVPDqAIAb1xEvqMb72MPDRMw6atdVN_HZtGfLgXMwsPsAvYhgYBZakP0thQsXc4sk-e7aG_FqlR7Uco3NnkkF-XgUt5Re-W3Va11gF_cpwJyX9Gv5HrFR0IQpuaki8W8q7m_8Xt7AXMyI3RdyMXIAyYGh-dG08ObS_vXMKNVfK8i_1jnUdvpWYFerxgCAt6OF9IZ3U739gXHUOPRzaZj-K7vIintzAtpkcJ_gD9ep5f0HZErtR5T5jO5WYbbXzAe4mKdIvRQ_UQpDNc3Hk_NLiSXcu_fFPbyCDL4lb1FqH7TZm9FwyOkk2SyPGzb1rETfbJ", "id": "rs_099fd0d368e003f0016a0779a42a5c819194db5ce1b9b11c44", "summary": [] } ] }, { "role": "tool", "content": "[terminal] ran `rm -rf .pytest_cache && PYTHONPATH=src python -m jarvis_finance.cli.main git-...` -> exit 0, 1 lines output", "tool_call_id": "call_Wq1O52OCWmIcBTlawzjWxz2b" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_KVLHCHjfYnECiNUkOmMcdSdL", "call_id": "call_KVLHCHjfYnECiNUkOmMcdSdL", "response_item_id": "fc_07f10b3199f2f1d2016a0779fa83648191ae1a5def83dd8eae", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python -m compileall src tests && pytest -q && rm -rf .pytest_cache && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Considering test runs and commits**\n\nI’m thinking about whether I need full tests after removing files. 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. After, I’ll clear the cache and make sure everything is safe!", "reasoning_content": "**Considering test runs and commits**\n\nI’m thinking about whether I need full tests after removing files. 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. After, I’ll clear the cache and make sure everything is safe!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB3n6Lgb1Ytcp6mQa8_jjUrSgaa7fNS28uOYV5QcMLDDAMdCDHeZNTX--bI4V03VyY6TR467hUvMctCHBA_NXmeXibkeXxNKga1uoDgYOogHrOALkqFD5zU1dp5s8mRuvCMp3liwgxlfpDnCpYZmfbd8Y1uecQ6rFzJfEdkMbULZlpH5OAIHTXTzTkcZd8iXyd11swMtSsTzExG7hJKWOhuu_Ky1VZ-k_qay3zuv5Yzi6q56_q8GsRSBg_YLpl0Z1H0qg8_eLGCKgEjpZnUU7XouBs5Ta_pwr16iGXbH3_lb1hhEsBgYSI6rvmifF4yC2RlpaO-s2E_o7KOfuB2yPFKKC0lnmrSMtDSZi_-nohT25qfOHM0PVJ7V712hRlJ1doZPkjliuALZpXj3BIu7hihsoh5a4PU2JBEUqWIGiTcXauh6Fg3geQL0-9cwj1iJstG87ws4zmOhyZ-LaB6kj5ntXQ3Fz09j_NXuTYYYzPeJakpZYNf4Hwsfu-CxXhGRsm9zpSEV-5R-dQhjGOF8qNeaealY32NmwJw-XyGd-pz1eif8IL1R-S9HZI4UEQgNM9I1Y8kqSSsGyccfFyafsBeAMctG1XyIHQ-rmnCXYeVoNfA3h-hMKevIJu9W4IzSd0fYbfqMonxsBNqcymtVJmnjfqJIRNJBm6JOFiwZZoOunJ9PikP3svZV6hXE-2P_d74WIUCWCBVFOkfAlVW4EwSn-CAWrDpCmdKXPYph7hV2fbg9_fFeuutMaNQj5Nt-5reLqUOq3apAxaOpDXpc_PeB5jS80u-KHSFFx_ANjObF75n6FEtGWrO_Eop9TnG48S1zRCWjYHTlq8qbSyDhJ6AocTYM2xWDLdGZju5Y9ei7pZttZvCY43zu0WdiwL_mX5yBvwOiTmVG4FSVlWW0PtbEyQWPjBVwX8V-IH6yrjXraHps4zbZlNKluNKIkNqNT0eOfYXgdyW-abwGVde9FMPAgqR0GTUcf1ItguLhRgvrBx1gp95uEbEMEDZwFw5VQXWfmv8kCpT-xKE6lvqwyaPdnqTkzO-RAL2uNy0FP6j7Ibe1aMjogNeA7LM4yKizQBkQ025x-u8j2zV_lcVASlipNSGBg5V8H0ldTKQ1yUr3H_aD_TuTxmIFrEl8RVhkhDYXLJ0ZTW19M8Jwk2meIuaAtn5yOOkEOGUFi9g84vkA7hKhEaq066fNYbMBeBBzXFMT4cLz_Uq-aqldIVDsdR7gzgESmRu3uMjgMTEhxnbkAAKGllR8QDEtsKMMLj8HtwiOP", "id": "rs_07f10b3199f2f1d2016a0779f4b18c8191954176144a403c8e", "summary": [ { "type": "summary_text", "text": "**Considering test runs and commits**\n\nI’m thinking about whether I need full tests after removing files. 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. After, I’ll clear the cache and make sure everything is safe!" } ] } ] }, { "role": "tool", "content": "[terminal] ran `python -m compileall src tests && pytest -q && rm -rf .pytest_cache && PYTHON...` -> exit 0, 1 lines output", "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/stor...[truncated]\", \"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": "[terminal] ran `git status --short && git diff --stat && git add src/jarvis_finance/cli/main....` -> exit 128, 1 lines output", "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": "[Duplicate tool output — same content as a more recent call]", "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": "[terminal] ran `git remote -v && gh auth status || true && git branch --show-current` -> exit 0, 1 lines output", "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": "[terminal] ran `python - <<'PY'\nfrom pathlib import Path\np=Path('/home/agent/jarvis_runtime/f...` -> exit -1, 1 lines output", "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": "[execute_code] `from pathlib import Path p=Path('/home/agent/jarvis_runtime/...` (1 lines output)", "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.r...[truncated]\", \"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 /...[truncated]\", \"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": "[terminal] ran `PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git sta...` -> exit 0, 1 lines output", "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": "", "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\"}" } } ], "finish_reason": "tool_calls", "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!", "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!" } ] } ] }, { "role": "tool", "content": "[skill_view] name=finance-system-architecture (44,474 chars)", "tool_call_id": "call_HDzGsubyXN4VcQuaIX288gNt" }, { "role": "assistant", "content": "", "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\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[skill_view] name=finance-system-architecture (4,781 chars)", "tool_call_id": "call_AkA7fW68moxbaDxjJJMvRN9t" }, { "role": "assistant", "content": "", "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\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[skill_view] name=github-pr-workflow (11,689 chars)", "tool_call_id": "call_jcv0LMKACQT8iLPJBcV0OL25" }, { "role": "assistant", "content": "", "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\"}]}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[todo] updated task list", "tool_call_id": "call_wD9wsEmj6bfLanCLxOXRREht" }, { "role": "assistant", "content": "", "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.r...[truncated]\", \"timeout\": 30, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "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": "", "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\"}" } } ], "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": [] } ] }, { "role": "tool", "content": "[terminal] ran `curl -sS --connect-timeout 3 --max-time 8 http://100.101.173.25:11435/v1/mode...` -> exit 0, 1 lines output", "tool_call_id": "call_VitTTu2paaUoR3sCZNcCrTMO" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_GzXWooD5sbioMwjtcu4HwtvF", "call_id": "call_GzXWooD5sbioMwjtcu4HwtvF", "response_item_id": "fc_09516b48ea7a6ed6016a0780127a648191847007daf0286f72", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\": \"tmp=$(mktemp)\\nprintf '%s' '{\\\"model\\\":\\\"qwen-3.6-agent\\\",\\\"messages\\\":[{\\\"role\\\":\\\"system\\\",\\\"content\\\":\\\"Return compact JSON only.\\\"},{\\\"role\\\":\\\"user\\\",\\\"content\\\":\\\"Synthetic test. Classify this fake instrument candida...[truncated]\", \"timeout\": 45, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "[terminal] ran `tmp=$(mktemp)\nprintf '%s' '{\"model\":\"qwen-3.6-agent\",\"messages\":[{\"role\":\"sys...` -> exit 0, 1 lines output", "tool_call_id": "call_GzXWooD5sbioMwjtcu4HwtvF" }, { "role": "assistant", "content": "", "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\"}" } } ], "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": [] } ] }, { "role": "tool", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py from line 1 (32,196 chars)", "tool_call_id": "call_JOyDsjFr81qxFfm0ve3p9Sg6" }, { "role": "assistant", "content": "", "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\"}" } } ], "finish_reason": "tool_calls", "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.", "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." } ] } ] }, { "role": "tool", "content": "[read_file] read /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py from line 1 (26,966 chars)", "tool_call_id": "call_XZq2rhEP1naAANHbvdenZwnA" }, { "role": "assistant", "content": "", "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\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_09516b48ea7a6ed6016a078026a5948191a87bc0d31b226fb8", "summary": [] } ] }, { "role": "tool", "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": "", "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')\"}" } } ], "finish_reason": "tool_calls", "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.", "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." } ] } ] }, { "role": "tool", "content": "{\"status\": \"success\", \"output\": \"ok\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}", "tool_call_id": "call_SpZ2zVZ8RYxW7k40dCZUiHwV" }, { "role": "assistant", "content": "", "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\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "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": "", "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\"}" } } ], "finish_reason": "tool_calls", "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!", "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!" } ] } ] }, { "role": "tool", "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": "", "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\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "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": "", "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\"}" } } ], "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": [] } ] }, { "role": "tool", "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": "", "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\"}" } } ], "finish_reason": "tool_calls", "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!", "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!" } ] } ] }, { "role": "tool", "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": "", "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')\"}" } } ], "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": [] } ] }, { "role": "tool", "content": "{\"status\": \"success\", \"output\": \"done\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}", "tool_call_id": "call_rPG21QANufpGj2FwV6WAg7Gw" }, { "role": "assistant", "content": "", "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\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "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": "", "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')\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"status\": \"success\", \"output\": \"replaced\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.21}", "tool_call_id": "call_bw9MQPwxbV0fJ6g0xDP76M4G" }, { "role": "assistant", "content": "", "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\"}" } } ], "finish_reason": "tool_calls", "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.", "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. By inspecting, I hope to identify what we can adjust or add for better outcomes.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4DgG6Xjj7-kytamqq_QrRRnla80tEGj12dU-wRK21Kw42u52rao2POkbVEFnSxI3iszonyrXtz_3un5eIFy3dyjSTCFqaUWHR35zzfDAJKwWzK5n8IIoTsrwTH_8sAwKdvlaqWHnpFyELVP_G4j_AXQMOFjaSOzFP5u2cOOtvJC19XCj912GI5HX5HB3L9PbbMUBqXOLgWaPII_loRzSXQRCZh1ZjQuhNFJfzrBStS44w02pN2ifuJdoKuQGTQG-1qz83H38ttzCcINS3QftTcRvww30h4tHXkYtPSshEh9w1fAKHNsHC3koHUKO3kNTYVjlhK2LsSpBIfI9AhpCxQRz85NB5Tx8j2FdT41XT6SVABt_kpsupCKP3FxWcwaEMgnZ78G3g01t-JyuhEb4_AmR3nlMdDZX-VAAh5adVqAHg9nT1CP6G7EvRauMMsAc7qyuC86tL6aUhMRihb5ZixTF_zzq1DN-WQew7SK-IV0dK9ztUNbaEzQcnPDTkR-DSvicP20hHdk5HBGO_824MZ-041S3ciSZFvlpT9uIwjkgmG0fCTkr57FTVP5e7ZhkYdmYeEfrwWhEB1udwIuFKl5ZkXJhMPOg7_6HG42lTo8aH7XH46J5HBt_w1ZIKGrHkintopwdPHNwJDXC4ngUcz0Qlm-CdD8Za-_1tRwi8So90jbDzaq_vcfq3QKWmUK2JyHImyBEePykgIANF8gPBJ1vCradpdH4rrEEXBrc1JpmBJn_H8KdR1iGKnlBQtYjeib5WRItlXoiBMONKa8vtGzBEHdZCvQmmZIhiZJsfEXZGzgDrprg_Wp6xmmzwNberFH2UPgPqeFEG7DNUaXH3Bkn10P5F5_lq4YOhtVbqBVUZ_8FKD9NpEnPJkrU4FbeRxeRiJicvq_2W7yh6AWiDSSFnNdhbJ36Bb1xUB6KQbKdrZwxZzAodoguuI3x5HoRgjRRBImQTSzATSCImE7oyEK2A==", "id": "rs_09516b48ea7a6ed6016a0780decb488191bb0350b9068f9649", "summary": [ { "type": "summary_text", "text": "**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." } ] } ] }, { "role": "tool", "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": "", "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\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"id": "rs_09516b48ea7a6ed6016a0780e537808191b0ab49b9a02a54c4", "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@@ -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": "", "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\"}" } } ], "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@@ -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": "", "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\"}" } } ], "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": [] } ] }, { "role": "tool", "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": "", "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\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "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": "", "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\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "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": "", "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\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"bytes_written\": 2942, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_Y9fLOJOA0uEboX5ByODiN3Mv" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_TXo9k2COw3Z7emDVKSqmLgpX", "call_id": "call_TXo9k2COw3Z7emDVKSqmLgpX", "response_item_id": "fc_09516b48ea7a6ed6016a07812a2e6c8191991bde74aea6c3cc", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python /tmp/add_tests.py\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"output\": \"\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_TXo9k2COw3Z7emDVKSqmLgpX" }, { "role": "user", "content": "[Your active task list was preserved across context compression]\n- [>] qwen-1. Qwen endpoint/models/chat-completions mit synthetischem Prompt prüfen (in_progress)\n- [ ] qwen-2. Qwen sanitization/resolver gegen Staging-Kandidaten implementieren (pending)\n- [ ] qwen-3. Review Queue in sichere ISIN-Treffer und Prüfung nötig strukturieren (pending)\n- [ ] qwen-4. Staging-Bestand Qwen-gestützt neu klassifizieren und aggregiert prüfen (pending)\n- [ ] qwen-5. Compile, pytest, Git-Safety, Commit und Push ausführen (pending)" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_QVbFqG9YYUYgpmvnaGu929I3", "call_id": "call_QVbFqG9YYUYgpmvnaGu929I3", "response_item_id": "fc_09516b48ea7a6ed6016a0781a7df8081918c73f4b517235de1", "type": "function", "function": { "name": "todo", "arguments": "{\"todos\":[{\"content\":\"Qwen endpoint/models/chat-completions mit synthetischem Prompt prüfen\",\"id\":\"qwen-1\",\"status\":\"completed\"},{\"content\":\"Qwen sanitization/resolver gegen Staging-Kandidaten implementieren\",\"id\":\"qwen-2\",\"status\":\"in_progress\"},{\"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\"}],\"merge\":true}" } } ], "finish_reason": "tool_calls", "reasoning": "**Inspecting outputs**\n\nI need to keep moving forward and examine the outputs since many terminal outputs seem to be truncated in a strange way. Running some tests might help identify any syntax issues. Hmm, I’m wondering if I should hold off on answering right away until I can verify everything. Using the right tools could be a smart move here, so I should consider that as I figure out the next steps.", "reasoning_content": "**Inspecting outputs**\n\nI need to keep moving forward and examine the outputs since many terminal outputs seem to be truncated in a strange way. Running some tests might help identify any syntax issues. Hmm, I’m wondering if I should hold off on answering right away until I can verify everything. Using the right tools could be a smart move here, so I should consider that as I figure out the next steps.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4GnpDl7Gw-zD90j4ey1FXUXUUf_Q7kRWl_Wu4ycGuEH2WKCEsnrkFLqF9a3msWG8tR8Uvc2JuR28KrvF8G-cBUYr0hWgvnySJt2BN9FqKClE1p9M5AzDiSFMqLB7SQlcCY9Jdy4SpvIXo070ENQI6Mk8VluUs6yEpyjOOllvlLaMR4ukmkaIgwddbPUxgqdD14zs3Jp9kcoA3f_DTKYEmOZGAwufDoTF2kleN9NlYdYHLqiGs8BhhB4dm454JTKLXOnysXHmplPU9QF5L2xU4B0XRvh8B-m-Go6dogw8mNMD_FmdRs1nAMep06PU5Oyb2dB8JSfmia3BMlqwUsdje8s0BTxAUhm2wDV8G76KayQC3rhHTTg_VlLMNwXGkSY7lMpZK_iQRQdIA9bu5ms_c1Pbg19bqXIwbXNMp1hcUTTsGzfVp5NWYUmYhsBg622ov3apmjBOIUdqifd3aJRXzOv348sqDZ6pw5Q-eaJ7BFcFqOtMGh8bTqvT4cY-KIXdUS4fwm-xxddzMNjkk7hnsyeyB2P5qw_V4mxPu15hWy2s5ffMoyb705WkV9Qp_ZS6ayA07hyoDRfnvKrbxFtHrEIvbOUAJggy6Jz_ovz04WZFX4JsRzsewDTyBPYprNRxTM0khS4XRAuaBQOBLfR7TOndnd0Z7Up-TIPDFWpeGIMw_MNGwGB9kTgAIP_Pq8Xl-N7IPaPsbm8H-XEtzMuJWFIeA2mxrEuhQLpCnWKoz6qP6IYjiDiRNXHw2XY5j0nLXTAV-aPhIV7hJM80lUjwtywZRSKqD1eIvae9zST1FKs_HKBiKtSmiIDf9cXv7z31A6QXNOWkmBvxE3WkCk6Z1owBoZHK7xVDbqhAmGu6blSfWG3Bub-TlRtV0029rM3GpFqmDDFdJwHXkJX7P-N2YezGDoPypehkJaMBWyA9b3zkfj3bV96oiybRCN-U1vXbmM686Ae_6HJYH2JdpmXsJklcBQrDPtVVgPE8aJgrBEnGLYpelH5Q5kEmB2_o7XUm60gv_TPv9VenROtCKQJz93rNs-441veKj6BiempDtrgrpkZ2s8-d2V0M_nLZTzkwbr8N-J9aNz7LO68UB2z56wQMXCUJMa5q8db7tsyZh8-x6i-VNCZxVY4nrRDLym0hTrF", "id": "rs_09516b48ea7a6ed6016a0781a5d1808191a89fce203b55b0d4", "summary": [ { "type": "summary_text", "text": "**Inspecting outputs**\n\nI need to keep moving forward and examine the outputs since many terminal outputs seem to be truncated in a strange way. Running some tests might help identify any syntax issues. Hmm, I’m wondering if I should hold off on answering right away until I can verify everything. Using the right tools could be a smart move here, so I should consider that as I figure out the next steps." } ] } ] }, { "role": "tool", "content": "{\"todos\": [{\"id\": \"qwen-1\", \"content\": \"Qwen endpoint/models/chat-completions mit synthetischem Prompt prüfen\", \"status\": \"completed\"}, {\"id\": \"qwen-2\", \"content\": \"Qwen sanitization/resolver gegen Staging-Kandidaten implementieren\", \"status\": \"in_progress\"}, {\"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\": 3, \"in_progress\": 1, \"completed\": 1, \"cancelled\": 0}}", "tool_call_id": "call_QVbFqG9YYUYgpmvnaGu929I3" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_GmYDT3iHnIOq9oeZHfsiYhYb", "call_id": "call_GmYDT3iHnIOq9oeZHfsiYhYb", "response_item_id": "fc_09516b48ea7a6ed6016a0781ab5a8c8191b7ab6fd922205235", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python -m compileall src tests && pytest -q tests/unit/test_instrument_import_candidates.py -q\",\"timeout\":300,\"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'...\\nCompiling 'src/jarvis_finance/cli/main.py'...\\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'...\\nCompiling 'src/jarvis_finance/dashboard/views/page_13_equity_manage.py'...\\nListing 'src/jarvis_finance/equity'...\\nListing 'src/jarvis_finance/fx'...\\nListing 'src/jarvis_finance/imports'...\\nCompiling 'src/jarvis_finance/imports/instrument_candidates.py'...\\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_instrument_import_candidates.py'...\\n............ [100%]\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_GmYDT3iHnIOq9oeZHfsiYhYb" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_VgDV4zLdFk7Q2lTOdSrUQeWc", "call_id": "call_VgDV4zLdFk7Q2lTOdSrUQeWc", "response_item_id": "fc_09516b48ea7a6ed6016a0781b2b66c81919d64f91a71abf2dd", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"set -e\\nprintf 'MODELS\\\\n'\\ncurl -sS --connect-timeout 3 --max-time 10 http://100.101.173.25:11435/v1/models | python - <<'PY'\\nimport sys,json\\nj=json.load(sys.stdin)\\nprint([m.get('id') for m in j.get('data',[])])\\nPY\\nprintf 'CHAT\\\\n'\\npython - <<'PY'\\nimport json, urllib.request\\nbase='http://100.101.173.25:11435/v1'\\nmodel='qwen-3.6-agent'\\npayload={\\\"model\\\":model,\\\"temperature\\\":0,\\\"max_tokens\\\":80,\\\"messages\\\":[{\\\"role\\\":\\\"system\\\",\\\"content\\\":\\\"Return JSON only.\\\"},{\\\"role\\\":\\\"user\\\",\\\"content\\\":\\\"Synthetic candidate: name=Example ETF ticker=EXM currency=CHF isin=CH0000000001. Return {available:true}.\\\"}]}\\nreq=urllib.request.Request(base+'/chat/completions',data=json.dumps(payload).encode(),headers={'Content-Type':'application/json'})\\nwith urllib.request.urlopen(req,timeout=20) as r:\\n out=json.load(r)\\nprint(out.get('model'))\\nprint(out.get('choices',[{}])[0].get('message',{}).get('content','')[:160])\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4GyLYFwMutjTP9eC-fCprD3-gH4_sA7urZr7Yk1fXdO2SMKgcr4Jg2BttOJ6xKZQgwAXbrKZYHwoFemiGzn7AqMEIMxLRZgK8nrnpsJcPYs6x8oUv1_B2aVT2vVOQ8h12erv4hOu2CJtTYzpBJSbJXmql47uYo7rDsbA66P9HoaxPrCx_K3wRQKJB7VD8hUPzJKaTIMhi06N2zxgXIIXsljmdsEIng4MUG3N9bgsF9afQ_004Y6Dm-UFmIM5PSv_GfYLGFOH0D6VJvCYrxUjw2Udl_41dfS24wJlO7g4EPq0A8BeEZetv9Yu6Gi3yHhcP99OcejL7axZ9sbCbCk5jmLSIu8p1UhoT-Z1uU2m3RJ5EItxEChhBcnGP9lXjMyPGbYQmfgTNeTC3kg3_-rG2fzUKsNIFAA7Vz0up3BCQ6kXou-SrRhQzBZUvfzUt6fv3vEoV-J6PpSlp3z7swdpzZ4eZBNHnqOWOEgSMBGI4S2B1sYCBXSVT0OkRITL_zr2Cja9gwD5c1cpJAB_lBoWF54HRZ3WWYt-LG9lX5NoLymWgVOl_tgK9Q2LL3YEG8xUuOz4ItrqQx9jyCLvYxnC5rysd1lHFT837T2a39yi7X8PJmkA7L8aJNkD_MKm9dfLRvOt2CYknaKXUz44vPzHK_XZlWikAwtbi2xrndeH0Xzhqk4sdEZbboqUH5BpNpY1aAzVXqzwzooiZJ1871Ky0rzMifuoA0xMOGbEs4ve_uTQgnsI2yRYNMDR_gChImQr6yYRQiXMmBrbCahLI0dl_qEGj7xrjwTk4xf_2_4J3pjU6h_JXapHosFM0YfnmFC8DfOcoIrnBiYZlx-SGjjxVLVqxv6TH5hHOQ9PQHoC50Idbsy255Y1lUaHX8V9Wlki44z46trlqcpdX7P-ycAfuvZ187soUBjaGLKSWfvMiN9dDhs3lqY4-eeGGgRxO_d9OVQVreOv3XLpaSPSOAaGU9LWiTB4w0dns3mC63xWRUa24ipelZzmBOTNevqYKZ-MXGgTLvLm6GTHKG2vyB4P67nmob9yWn1BMqZgPZJMqKbiDXx4SxMRQhsCeAOH4noUne16iT1soj6uR9fE3qNbOzdZD12yZcUGb5Q6K6ZF85cBb3VFJIH7q1HxtbIdzfl-NXS", "id": "rs_09516b48ea7a6ed6016a0781b06a608191bb40e974b0ca6824", "summary": [] } ] }, { "role": "tool", "content": "{\"output\": \"MODELS\\nTraceback (most recent call last):\\n File \\\"\\\", line 2, in \\n File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/json/__init__.py\\\", line 293, in load\\n return loads(fp.read(),\\n ^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/json/__init__.py\\\", line 346, in loads\\n return _default_decoder.decode(s)\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/json/decoder.py\\\", line 337, in decode\\n obj, end = self.raw_decode(s, idx=_w(s, 0).end())\\n ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\\n File \\\"/home/agent/.local/share/uv/python/cpython-3.11.15-linux-x86_64-gnu/lib/python3.11/json/decoder.py\\\", line 355, in raw_decode\\n raise JSONDecodeError(\\\"Expecting value\\\", s, err.value) from None\\njson.decoder.JSONDecodeError: Expecting value: line 1 column 1 (char 0)\", \"exit_code\": 1, \"error\": null}", "tool_call_id": "call_VgDV4zLdFk7Q2lTOdSrUQeWc" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_DssiCHeLzGUxfC6lcJ7GlJG6", "call_id": "call_DssiCHeLzGUxfC6lcJ7GlJG6", "response_item_id": "fc_09516b48ea7a6ed6016a0781bc3a70819190fc2aa180cdcb9d", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nimport json, urllib.request\\nbase='http://100.101.173.25:11435/v1'\\nprint('MODELS')\\nwith urllib.request.urlopen(base+'/models',timeout=10) as r:\\n models=json.load(r)\\nids=[m.get('id') for m in models.get('data',[])]\\nprint(ids)\\nprint('CHAT')\\nmodel=ids[0] if ids else 'qwen-3.6-agent'\\npayload={\\\"model\\\":model,\\\"temperature\\\":0,\\\"max_tokens\\\":80,\\\"messages\\\":[{\\\"role\\\":\\\"system\\\",\\\"content\\\":\\\"Return JSON only.\\\"},{\\\"role\\\":\\\"user\\\",\\\"content\\\":\\\"Synthetic candidate: name=Example ETF ticker=EXM currency=CHF isin=CH0000000001. Return {available:true, status:\\\\\\\"exact_isin_match\\\\\\\"}.\\\"}]}\\nreq=urllib.request.Request(base+'/chat/completions',data=json.dumps(payload).encode(),headers={'Content-Type':'application/json'})\\nwith urllib.request.urlopen(req,timeout=30) as r:\\n out=json.load(r)\\nprint('model', out.get('model') or model)\\nprint('content', out.get('choices',[{}])[0].get('message',{}).get('content','')[:200])\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Considering script issues**\n\nI'm thinking about why the pipe with a here script consumes standard input; it seems like a mistake to me. Instead, I believe I should use Python's urllib to handle the situation more effectively. It's interesting how small errors can lead to bigger challenges in scripting. I want to make sure I'm clear about the right steps to take in this context, so switching to urllib sounds like a good plan!", "reasoning_content": "**Considering script issues**\n\nI'm thinking about why the pipe with a here script consumes standard input; it seems like a mistake to me. Instead, I believe I should use Python's urllib to handle the situation more effectively. It's interesting how small errors can lead to bigger challenges in scripting. I want to make sure I'm clear about the right steps to take in this context, so switching to urllib sounds like a good plan!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4G8k-50PxcER8582FeAjR4pK7sLsurzS4_9OMJGgABMiuE4Z2RJKLnd6ZL1jxpjXNEzxQKNpjpZ7zjo40IplEKi7yDv6FJdUGvXQne5CS6JIMSxvd--TnbnPDiZj9iuho7Edm1kJePx2eGB-oqFz8JUzUkQLYbrnmdfJuTbuuHBbgOpmRjuCChp6r2urgpyfGDi-z2Z_mr6CTuKnKMbb693VYo3tlvESPOWNqNAwvZw9P3nVECqa5pkJRdqULwT_Pp_Gy_sG69n3EAWYjxw-twBbvVUxUvuxoIZDEv9mSzpv30wwAusAcXYBS2b6YGVzSFtGMN7mXyASGfZBIOtUjen8uTuoxj-icO51fyTufmcAEhX2ux272pkPeCEAx5B6CdGqHX-KbTCWxivyh47T8i-Pulbf9Qw3vbxh8v_t2z75e3QKJSpVNzRQNF3VqSNwvMyYsJPEN_mP3BMTZK5IM9i-T9zE9PW98Xu5RGOWBE-KhJbroCFlf1fjUEA-OnoD8VKiwa_8SrgIzjawuuEx3rZo18KKPDSkZOD_GkNCzZTWbnI3U9VQ9zOG2l83JBG0Gx66Cjf_rXkGR1CM68TV4ZqhTxzCsGGE7ZhdnBYONdQON-OhqtCAukAYqefX3AR1ZMSMZri6Uphe4l-2W6NnzzLeNToTgGR9neu6kcKh5ZjogG_X5yt166xIGunxtlGqjmlxXg4rs9ZpNDzjPfET6N0Ej0O7t33_PSViOPpxLybcOxLd0vcLPDIu1muWFk681xzGbWfHjPrFrApU7NBdI9jlQTQhJGcagHPhI8pKSKGND1MHTyIL0w50taCpAi-z_RT-c3lBDBgwz8i4ZcfpWBvjsnr1giPQ7oM0jWRDsPJ3usPi19cVa0B_ySEgiuPj_psJsg4B3yMo1QEzV6lW_6Gu5FXl8OPEdPfFujXRlAKn1lPKzR0dFm0xE0qNz7VYMoEVJn9ZTKunAekMnuy9IlWCKgnYl7TGcbZ1jB6eVxxaTENjzAPX8zf8xFbJvUoBBmU", "id": "rs_09516b48ea7a6ed6016a0781ba731c81918de97fadd741799d", "summary": [ { "type": "summary_text", "text": "**Considering script issues**\n\nI'm thinking about why the pipe with a here script consumes standard input; it seems like a mistake to me. Instead, I believe I should use Python's urllib to handle the situation more effectively. It's interesting how small errors can lead to bigger challenges in scripting. I want to make sure I'm clear about the right steps to take in this context, so switching to urllib sounds like a good plan!" } ] } ] }, { "role": "tool", "content": "{\"output\": \"MODELS\\n['qwen-3.6-agent']\\nCHAT\\nmodel qwen-3.6-agent\\ncontent {\\n \\\"available\\\": true,\\n \\\"status\\\": \\\"exact_isin_match\\\"\\n}\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_DssiCHeLzGUxfC6lcJ7GlJG6" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_x3q5N82K5jOsZkMd1wUeBOLI", "call_id": "call_x3q5N82K5jOsZkMd1wUeBOLI", "response_item_id": "fc_09516b48ea7a6ed6016a0781c786608191ad5de5842f02afc9", "type": "function", "function": { "name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Qwen sanitization/resolver gegen Staging-Kandidaten implementieren\",\"id\":\"qwen-2\",\"status\":\"completed\"},{\"content\":\"Review Queue in sichere ISIN-Treffer und Prüfung nötig strukturieren\",\"id\":\"qwen-3\",\"status\":\"in_progress\"}]}" } } ], "finish_reason": "tool_calls", "reasoning": "**Troubleshooting code issues**\n\nI need to run the qwen-resolve function, but I suspect there might be a bug where the dict row `d.get` doesn’t exist for SQLite. In the qwen_resolve function, the row converts to a dict and then uses `d.get`, which seems okay. I think I should compile anything that gets passed. Also, it might be a good idea to run a CLI dry-run before executing the real commands. I should ensure the qwen response includes 30 candidates and that it sends sanitized data without values.", "reasoning_content": "**Troubleshooting code issues**\n\nI need to run the qwen-resolve function, but I suspect there might be a bug where the dict row `d.get` doesn’t exist for SQLite. In the qwen_resolve function, the row converts to a dict and then uses `d.get`, which seems okay. I think I should compile anything that gets passed. Also, it might be a good idea to run a CLI dry-run before executing the real commands. I should ensure the qwen response includes 30 candidates and that it sends sanitized data without values.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4HHcSKs3lnBFkL54uprfHVGgWuPaYb7gN7iBYKbOY5bF_U3uTULxa4VubYuZsV9mQSfXISmxuiJGyZJPhJW2440QFTNji4dlh8ke4bcIc3BFXV4W0JtJD0qVNKPZCYnQMWLsjTqZvXMdGxhWXhESQJsW_dd41E0QQ8EQWARZgvAYUJU5lOHconvE8KwLp50dH25hbmxSHh9luQO1-Ewaa1vxrJDMeKlwxGP9eYeFOsZCH-cDfCFMDi1yQ7BpCGk2xt5S8bBzGmD6FEEH7RO7nUk9VyuUffPTdrx5w0fKORK9EVturovb61oTvkOkHw5DgecyqiirZG4bRGWt4yAsj3gSF9RFsJy7zufBtIC-cpQyk6nhKxCDs1YgPGiM0UfnnWEuIIHA39UnW1X8WLwh17sMZDLMHBao41UAYkR4ejM2NnSRG4Af8jIRktNrMqPAR6MF2s3bftct0dzsUzCqNfHUOEHDA2Uc8lV5LrFhCKXyN13cjnSRMgAXGrRUgUTAmaJIp6wSt3ZEQzupfHOvfUUBqzSCA-0vzvVEtjPEPXutqlkPiIBUIkHvQWfXlacd7TX_EURUNDXaAUP_USC970ygZcp2s7yg9frLGnt1475LrThOyjZa2Xpi1zao8qkFwIwB1QsaQ8q82eolI3U0f8n0e749KCFMjTswNR1JLTaKr-Amj3TFREk1d7yyJTwKXPFEtXChkDdN1Tx5yYSxXVz4wL5Fgjjti-F3YyPoeZJb3AkeIe5d4yLU0VmufWxp0pf1ezXNuGvugzFeAaK-cPcQM3m5_Koq7vC57KYGL48JC2yM9f7yP357qP83GWIFwbN9z7U-E_Dt2HnoU_T69DGImpTxXAd1sxGacrQfXEJEP71atXGD9-8rteOsT35pKnZZN0zypfkX0rEKwZXNwJ_2aOUQp7Q5S5623YVoxwvfsUM5ePQJljlrDQnCo-vsaselBLIrVqF4srXGwFONWGqPUgxPr-1Ree2TyR1qUL9vOdCwVb9c50aht1vWFussWDtLv8LISelRphxF1xtpmWsCZnpbMBMJBzxhWnlspsadM66d2heJSf5eoFaiOI31QolM_GcRTNyxB85o5FgU1dO3GjEZHb85jbpLw3RnlUndtAHva0KS7EV_dTj-0GXrhJT5NbGiPS23UtENEzN-8kDthdUynHX7i9CxreRLSeMs6AKKziGJSjRymIr_hTUKUQsGJNraWRBNIBSTeM1VDuxmVyaD47w0bNRv8To2APJJ4EimB_ru1tm8p4yKETYo3Y4xadJug2YSEjPKjyTVKu6GBZ6rTPBK15qJjCipnul8uH3zTUFvBM6az8uBmZ5yYi1h76V7H5idOmBALuVFvUq6A==", "id": "rs_09516b48ea7a6ed6016a0781c3da148191bd2f11f48f4d3085", "summary": [ { "type": "summary_text", "text": "**Troubleshooting code issues**\n\nI need to run the qwen-resolve function, but I suspect there might be a bug where the dict row `d.get` doesn’t exist for SQLite. In the qwen_resolve function, the row converts to a dict and then uses `d.get`, which seems okay. I think I should compile anything that gets passed. Also, it might be a good idea to run a CLI dry-run before executing the real commands. I should ensure the qwen response includes 30 candidates and that it sends sanitized data without values." } ] } ] }, { "role": "tool", "content": "{\"todos\": [{\"id\": \"qwen-1\", \"content\": \"Qwen endpoint/models/chat-completions mit synthetischem Prompt prüfen\", \"status\": \"completed\"}, {\"id\": \"qwen-2\", \"content\": \"Qwen sanitization/resolver gegen Staging-Kandidaten implementieren\", \"status\": \"completed\"}, {\"id\": \"qwen-3\", \"content\": \"Review Queue in sichere ISIN-Treffer und Prüfung nötig strukturieren\", \"status\": \"in_progress\"}, {\"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\": 2, \"in_progress\": 1, \"completed\": 2, \"cancelled\": 0}}", "tool_call_id": "call_x3q5N82K5jOsZkMd1wUeBOLI" }, { "role": 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confirmed_after=0 improved=0 manual_review_remaining=23 warnings=0 errors=1 dry_run=true\", \"exit_code\": 1, \"error\": null}", "tool_call_id": "call_4KPM8fmZX1sewAzo55Yxm84T" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_OUTZFVvv7PYZUPuzPZDiWYGP", "call_id": "call_OUTZFVvv7PYZUPuzPZDiWYGP", "response_item_id": "fc_09516b48ea7a6ed6016a07820ebe288191a78309b886443609", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main qwen-resolve-instrument-candidates --endpoint http://100.101.173.25:11435/v1 --model qwen-3.6-agent --dry-run --timeout 180 --limit 5\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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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:', 'def 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, batch_size: int = 10) -> QwenResolveSummary:')\\nstart=s.index(' payload = {\\\\n \\\"model\\\": model,', s.index('def qwen_resolve_staged_candidates'))\\nend=s.index(' row_by_id = {str(r[\\\"candidate_id\\\"]): dict(r) for r in rows}', start)\\nnew=''' all_updates: list[dict[str, object]] = []\\\\n available = True\\\\n batch_size = max(1, batch_size)\\\\n for start_idx in range(0, len(sanitized), batch_size):\\\\n batch = sanitized[start_idx:start_idx + batch_size]\\\\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\\\": batch}, ensure_ascii=False)},\\\\n ],\\\\n }\\\\n parsed, batch_available = _qwen_chat_json(payload, endpoint=endpoint, timeout=timeout)\\\\n if not batch_available:\\\\n available = False\\\\n break\\\\n if isinstance(parsed, dict):\\\\n updates = parsed.get(\\\"updates\\\", [])\\\\n if isinstance(updates, list):\\\\n all_updates.extend([u for u in updates if isinstance(u, dict)])\\\\n parsed = {\\\"updates\\\": all_updates}\\\\n'''\\ns=s[:start]+new+s[end:]\\np.write_text(s)\\nprint('patched batching')\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Considering batching for efficiency**\n\nI need to think about implementing batching since the current 30 timed out. Maybe I can use a batch size option in the command line interface (CLI) or default to chunks of 10. I should also consider a loop to resolve in batches, which would make it easier to modify the function that chunks the sanitized list into parts of 10. Each batch would have its own payload to help avoid timeouts.", "reasoning_content": "**Considering batching for efficiency**\n\nI need to think about implementing batching since the current 30 timed out. Maybe I can use a batch size option in the command line interface (CLI) or default to chunks of 10. I should also consider a loop to resolve in batches, which would make it easier to modify the function that chunks the sanitized list into parts of 10. Each batch would have its own payload to help avoid timeouts.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4IqvtoU7XO0OPWjFpZ9ZZq6zwcO8u3ODSC7DVaGDaBH1vZmocvuv4quSc7FtJzFKBDnWe9FmLhI-7jCXUAc81v_di_77xTLQTpCXDABaD5hSnOM9M9qCufjIw5sD-aNQAcUxQU6_BMxy8YpPrf1De7K6oBWZIBXik-OUjkwIOL2TGi-ntGrlsqHNJDeIJhTFfxgVxPixM6Ups4f3HiDj15m9Xg-Mi7bcNkdLAhU1Zf75MFtlcqiLSE_jTKet13qbEDXP6OpaZkYNZgjxY5Hg5ZVopXxsjyBwNWywJA9A7sV2ApJjrgiHbm_8L4Ly1CaMtUnhjctbhZjqTR5q-JmJZQ_scBoLaPCYvsStzm7bWdkl290p3rL18uQ7BFQADbqJJ-Xa3fpKN6oh1wf1oBNwNvrsCutGsTrpBQ0UpZMtbUhY_4mtox-ocT61ELNe5ibp6agMoqa-Woo-1OKrMZ741kxzwDqyf0qxKoZ2qENmn41VT4uGz-ByFyHg5xuPQwkTeFpG14p_u33KOm0GDb_rYlebFYJKr13xcxyG1wW8xEsUduOvOUlSb1rjfCUP_0k44UyYR6qAPO71Of4NZbrpHYmj7pimalM_SQsWk1tuAH-vAfaJ32VIIocEPx6jRWLOBcgc0EK3eMqvYwrwod2YB9VC9xz2ZnmYsl_g6BDSn2X4mOKgZ9ZmEbdybo2wC-z_07cJu3hBP0-oURpvbQlyx0ySn5s3PDWC64qXZu8rg6Xl3IWY8a7ICX0W_be50Zm0ZgAgupx7xB6UVD_0_3Of01ttMJteOUjgFrPQs2S9J4N7QpRN71snWWRS_ZLjjOYb37Hcz6-RvZLR25OLSw-l0Snnc2by8I1DXqeK7vKbxyLv-xJqmDQzygamzp7TTzXONXlbOmyAEAwvbCcMJKf0XTGi1koVFvFnoCu7WYxYPUcJiDn2UJU7EZauSK5slzMnUHpf27Ww445LlP6RaNFTy6Xf91gCwFdmaaitLoxlQBqc86bmt6tAjkWrv0kMjb41Imi9wEg5vL00g7FXD5mjpNayrZ9HNnJj4EVZO_4pcGq4BtcP9zt110iVXlCMmfj95MwjaqVHZQoDJnuNe54ClPIPXqgsEwYqV9NNKstACfyEyO8gYEWu_hhGIud-8Imk33t4XqfL92OQuYkeTkoUu9oJwlEWjoUxAk1W2L0OEcakplaSh5xcGuCnLhhkQSYOblSimw1W9icFmTo5bvrYt9TDxE4hKaPJPHeYt4MX67QAp2t0DTZ7FGmzCXJXWR6sxhW", "id": "rs_09516b48ea7a6ed6016a078227b5288191b08b76a525beaa23", "summary": [ { "type": "summary_text", "text": "**Considering batching for efficiency**\n\nI need to think about implementing batching since the current 30 timed out. Maybe I can use a batch size option in the command line interface (CLI) or default to chunks of 10. I should also consider a loop to resolve in batches, which would make it easier to modify the function that chunks the sanitized list into parts of 10. Each batch would have its own payload to help avoid timeouts." } ] } ] }, { "role": "tool", "content": "{\"status\": \"success\", \"output\": \"patched batching\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}", "tool_call_id": "call_ul35FWiwBG5RpBcpAxm1lRYd" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_6BBeKGUMu62Br7XPlKyNN3LR", "call_id": "call_6BBeKGUMu62Br7XPlKyNN3LR", "response_item_id": "fc_09516b48ea7a6ed6016a07823c26d08191abb701c1c7f531fe", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python -m compileall src && pytest -q tests/unit/test_instrument_import_candidates.py -q\",\"timeout\":300,\"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'...\\nCompiling 'src/jarvis_finance/imports/instrument_candidates.py'...\\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'...\\n............ [100%]\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_6BBeKGUMu62Br7XPlKyNN3LR" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_2hlizhxr1Yd0WqvmwvHPpxmN", "call_id": "call_2hlizhxr1Yd0WqvmwvHPpxmN", "response_item_id": "fc_09516b48ea7a6ed6016a07823fc29c8191804f7b1bfe9ea9e8", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main qwen-resolve-instrument-candidates --endpoint http://100.101.173.25:11435/v1 --model qwen-3.6-agent --dry-run --timeout 90 && PYTHONPATH=src python -m jarvis_finance.cli.main qwen-resolve-instrument-candidates --endpoint http://100.101.173.25:11435/v1 --model qwen-3.6-agent --timeout 90\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"output\": \"QWEN_INSTRUMENT_RESOLVE qwen_available=true qwen_used=true model=qwen-3.6-agent candidates_total=30 exact_before=7 exact_after=7 probable_before=0 probable_after=0 needs_review_before=23 needs_review_after=23 confirmed_after=0 improved=17 manual_review_remaining=23 warnings=0 errors=0 dry_run=true\\nQWEN_INSTRUMENT_RESOLVE qwen_available=true qwen_used=true model=qwen-3.6-agent candidates_total=30 exact_before=7 exact_after=7 probable_before=0 probable_after=0 needs_review_before=23 needs_review_after=23 confirmed_after=0 improved=0 manual_review_remaining=23 warnings=0 errors=0 dry_run=false\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_2hlizhxr1Yd0WqvmwvHPpxmN" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_laFFsPE6E8CMGClRZnoNcXvl", "call_id": "call_laFFsPE6E8CMGClRZnoNcXvl", "response_item_id": "fc_09516b48ea7a6ed6016a07837408ec8191833a5dfc239f72d0", "type": "function", "function": { "name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Review Queue in sichere ISIN-Treffer und Prüfung nötig 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"id": "rs_09516b48ea7a6ed6016a07836e86c481918276e5af7ef13c49", "summary": [] } ] }, { "role": "tool", "content": "{\"todos\": [{\"id\": \"qwen-1\", \"content\": \"Qwen endpoint/models/chat-completions mit synthetischem Prompt prüfen\", \"status\": \"completed\"}, {\"id\": \"qwen-2\", \"content\": \"Qwen sanitization/resolver gegen Staging-Kandidaten implementieren\", \"status\": \"completed\"}, {\"id\": \"qwen-3\", \"content\": \"Review Queue in sichere ISIN-Treffer und Prüfung nötig strukturieren\", \"status\": \"completed\"}, {\"id\": \"qwen-4\", \"content\": \"Staging-Bestand Qwen-gestützt neu klassifizieren und aggregiert prüfen\", \"status\": \"completed\"}, {\"id\": \"qwen-5\", \"content\": \"Compile, pytest, Git-Safety, Commit und Push ausführen\", \"status\": \"in_progress\"}], \"summary\": {\"total\": 5, \"pending\": 0, \"in_progress\": 1, \"completed\": 4, \"cancelled\": 0}}", "tool_call_id": "call_laFFsPE6E8CMGClRZnoNcXvl" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_w7FY4oWel67nQEuDyr6KM2IC", "call_id": "call_w7FY4oWel67nQEuDyr6KM2IC", "response_item_id": "fc_09516b48ea7a6ed6016a0783776a148191a07359716c25635d", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python -m compileall src tests && pytest -q && rm -rf .pytest_cache && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short\",\"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'...\\n........................................................................ [ 28%]\\n........................................................................ [ 56%]\\n........................................................................ [ 85%]\\n...................................... [100%]\\n254 passed in 14.28s\\nGIT_SAFETY_OK\\n M src/jarvis_finance/cli/main.py\\n M src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n M src/jarvis_finance/imports/instrument_candidates.py\\n M tests/unit/test_instrument_import_candidates.py\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_w7FY4oWel67nQEuDyr6KM2IC" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_XOnbQLU9FNupcY8UIaQZaGnn", "call_id": "call_XOnbQLU9FNupcY8UIaQZaGnn", "response_item_id": "fc_09516b48ea7a6ed6016a07838db6588191b6b8485ec0639fd5", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"git diff --stat && git diff -- src/jarvis_finance/imports/instrument_candidates.py | sed -n '1,260p'\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Preparing for git push**\n\nI need to push my commits, but first, I should check the git status and see the differences—maybe I should feel safe about what I'm doing. It seems I modified a runtime candidate that isn’t in git. I’ll need to commit my changes and may have to use a GitHub token, like I did previously. So, I’ll start with `git add`, then look at `git diff --stat` before committing.", "reasoning_content": "**Preparing for git push**\n\nI need to push my commits, but first, I should check the git status and see the differences—maybe I should feel safe about what I'm doing. It seems I modified a runtime candidate that isn’t in git. I’ll need to commit my changes and may have to use a GitHub token, like I did previously. So, I’ll start with `git add`, then look at `git diff --stat` before committing.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4ONfJgwr01MRyg7-4bacCqOeWcDb70O_LfHs-4aDi6OyT9ErVXQvzI6WZMNsqtSqPzzBQvQBIF8keMBH8F5JU-PES6StHbd7DX3QbLcB6-MzvzsXN8_zCg_kVWnhCMQOB3xbvREDCMXdum8c9VK-XlKikHQ9UYw1CBKcLlIRBDZeDNaazHHOI6wT8criHa6Pgzv-yDs86YhbqqB13aCdHnvvo6TOCVpUsLcOWbJnvS7LZyhG5RyKXbi3skBkEAEKRSbkdPhodiaXAJEVlUthbbgv2z9R3dyIYoZF_KykwB9ghYuMzv8UUUOkSd1tnwIkDxgAG8ZJOiC7fsAXaZFZOl6TGlvaifmQI1A-RDySRcAT4OJhLHcWUBv9M7LPV8UFPuqtcSTkrCG1LkqmvsLPmXEq3h-Hmjwe5LAPouErYD7aC9cyHQpgv_DPUmje81-7K-9k6zjfYvj1-wyQWZlCMFR51yyZIt3NTm1KQpPtjUkfeEu2rcp1hBTW5HKQuuTo6d-SK0Wr48ZNbNur86W0GHBndm2AQsONqojLzkuwoesgKhL2yVZ_4F-E3knWaTBIHcXhxW-P7lfjNekI0aY3ItZcOoOF5Vr6_p7HSUTYsdF2MlGt3UFwTxYDCeN5MvZM_m_u-qLokl04R53NPxgnzC7VR928y36M5IZ62wUm9X-zC73uqjukTszdPscRBqPbWL9_1TxIAZKIYTrJx3P_ZMj8bwPnooDkRwtlnuz4qi6u0W3rkKC_QkDr-nJY28pWJr3SrH_cTgVuVqwSiuLaeyg-6mJ0oOClGNOjXWqki3RX3jfBuvlxL6vBRIvoptFVMThP_1XI3AiyCE5N4tgVqj_VWbClv2kzDg4e4Q5KS97mtk5kZXlT6fS5U3gum4wH98Vh_LEC7m1qy9rUQ8HTiOi3J63IJeo-0rbxCnhD7FyvGEvVqFiom0r5SgaRKSmgflydMsX981ySX3gE30zK0KJzwJvkMNsNn7FOlK2p18m-OpkB5d9QEUtRRL93AlxhYucWArQKgru67bcDB5DRCVylkSf1L115yU3WM22tEBPdGgnE6j2HVBnQezk3ql3Tdc1oSyJD_P6FMp3dLx5uxTUooZqLVR91yO_AQ0Se3GyywmgZflRXehYGTcscPOpVpDWg_N_xh4IduCoi-PbzG5FDw1KM_7SOL27tMw1qplkzzVWPJJJsG1upKbSiWMvQiDIymnAriq614s_0RgL35d2lg==", "id": "rs_09516b48ea7a6ed6016a07838add288191bf09559610d4e406", "summary": [ { "type": "summary_text", "text": "**Preparing for git push**\n\nI need to push my commits, but first, I should check the git status and see the differences—maybe I should feel safe about what I'm doing. It seems I modified a runtime candidate that isn’t in git. I’ll need to commit my changes and may have to use a GitHub token, like I did previously. So, I’ll start with `git add`, then look at `git diff --stat` before committing." } ] } ] }, { "role": "tool", "content": "{\"output\": \"src/jarvis_finance/cli/main.py | 29 +++-\\n .../dashboard/views/page_13_equity_manage.py | 114 ++++++++-----\\n .../imports/instrument_candidates.py | 182 ++++++++++++++++++++-\\n tests/unit/test_instrument_import_candidates.py | 59 ++++++-\\n 4 files changed, 340 insertions(+), 44 deletions(-)\\ndiff --git a/src/jarvis_finance/imports/instrument_candidates.py b/src/jarvis_finance/imports/instrument_candidates.py\\nindex 10b5a62..054216e 100644\\n--- a/src/jarvis_finance/imports/instrument_candidates.py\\n+++ b/src/jarvis_finance/imports/instrument_candidates.py\\n@@ -78,6 +78,25 @@ class CandidateSummary:\\n qwen_available: bool = False\\n \\n \\n+@dataclass(frozen=True)\\n+class 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+\\n def _norm_space(text: str) -> str:\\n return re.sub(r\\\"\\\\s+\\\", \\\" \\\", str(text or \\\"\\\")).strip()\\n \\n@@ -237,16 +256,22 @@ def deterministic_parse_docx(path: str | Path, *, platform: str, account: str =\\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 \\\"\\\"\\\"Use local OpenAI-compatible Qwen as assistive parser. It returns staging candidates only.\\\"\\\"\\\"\\n- 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\\\")\\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 payload = {\\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@@ -274,7 +299,7 @@ def qwen_extract_candidates(text_lines: list[str], *, source_file: str, platform\\n out.append(CandidateInput(\\n source_file=_file_label(source_file), platform=platform, account=account,\\n source_row_number=str(pos.get(\\\"row_number\\\") or \\\"\\\"), raw_name=_norm_space(str(pos.get(\\\"name\\\") or \\\"\\\"))[:240],\\n- 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 raw_asset_class=str(pos.get(\\\"asset_class\\\") or \\\"\\\").lower() or \\\"equity\\\", extracted_by=\\\"qwen_local\\\",\\n extraction_confidence=str(pos.get(\\\"confidence\\\") or \\\"low\\\"), proposed_name=_norm_space(str(pos.get(\\\"name\\\") or \\\"\\\"))[:240],\\n proposed_ticker=ticker, proposed_isin=isin, proposed_currency=currency,\\n@@ -457,6 +482,17 @@ def reject_candidate(conn: Connection, candidate_id: str, *, note: str) -> None:\\n conn.commit()\\n \\n \\n+\\n+def 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+\\n+\\n def import_confirmed_candidate_snapshot(conn: Connection, candidate_id: str, *, account_id: str, snapshot_date: str, note: str, confirm: bool) -> str:\\n if not confirm:\\n raise ValueError(\\\"explicit confirm is required\\\")\\n@@ -482,3 +518,139 @@ def import_confirmed_candidate_snapshot(conn: Connection, candidate_id: str, *,\\n 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 conn.commit()\\n return result.transaction_id\\n+\\n+\\n+\\n+def _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+\\n+def _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+\\n+def 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, batch_size: int = 10) -> 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+ all_updates: list[dict[str, object]] = []\\n+ available = True\\n+ batch_size = max(1, batch_size)\\n+ for start_idx in range(0, len(sanitized), batch_size):\\n+ batch = sanitized[start_idx:start_idx + batch_size]\\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\\\": batch}, ensure_ascii=False)},\\n+ ],\\n+ }\\n+ parsed, batch_available = _qwen_chat_json(payload, endpoint=endpoint, timeout=timeout)\\n+ if not batch_available:\\n+ available = False\\n+ break\\n+ if isinstance(parsed, dict):\\n+ updates = parsed.get(\\\"updates\\\", [])\\n+ if isinstance(updates, list):\\n+ all_updates.extend([u for u in updates if isinstance(u, dict)])\\n+ parsed = {\\\"updates\\\": all_updates}\\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)\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_XOnbQLU9FNupcY8UIaQZaGnn" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_OpDKct9n6X6NJR8R2Erifzu1", "call_id": "call_OpDKct9n6X6NJR8R2Erifzu1", "response_item_id": "fc_09516b48ea7a6ed6016a078397418881918e3166022fc963b7", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"old_string\":\" parsed = {\\\"updates\\\": all_updates}\\n row_by_id = {str(r[\\\"candidate_id\\\"]): dict(r) for r in rows}\",\"new_string\":\" 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 parsed = {\\\"updates\\\": all_updates}\\n row_by_id = {str(r[\\\"candidate_id\\\"]): dict(r) for r in rows}\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Identifying potential bugs**\n\nI think I've found a potential bug related to availability; if the \"available\" status is false and still returns true, that’s not expected behavior. I need to inspect the parsing logic around that. Additionally, the improved count should reflect any normalized information changes, maybe with added \"improved review hints.\" I also want to verify the classification while ensuring tests are passing. It’s important to add a check after the loop if availability isn't present, and avoid empty results.", "reasoning_content": "**Identifying potential bugs**\n\nI think I've found a potential bug related to availability; if the \"available\" status is false and still returns true, that’s not expected behavior. I need to inspect the parsing logic around that. Additionally, the improved count should reflect any normalized information changes, maybe with added \"improved review hints.\" I also want to verify the classification while ensuring tests are passing. It’s important to add a check after the loop if availability isn't present, and avoid empty results.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4OXETWwUQEZIztwKadWAx2rk0lKYt-wJCmCl1Jd8MQkDzpDu3UjYqi0Mb2P3aAOaUL8PWSf8wu5qAWzW61X-4AM5r_M3ZSxLaI584Sfrk3BajNN6P8ngC11vO85M5L3h8h55GPESPSSKmY0_GU9xdeQ7AMDzlDtcubihJuM_Ri3CLGum8AvXsXbXmaFLxkTpvw8oaSPiDekKIg8ef6m2ihwoHijSdDiQBG-qS6Be_6PYNRpJHsuObvpd-KIqwZOOLX5Z1kLybqhQSDOlyD8P56Mi7jJ0C9ZPkm1h7o-KnMQoPaAicp1eoAl52bseCyfAko9T9xcoGW5ICrU8wI00oUUXIE2FbB4JRfwC7TZYdn4lJpoj6FuBXe-WM3Iiaz3zcvgbc7RfyCVsfwh25K6zCeHhmOSnql4WhTHEbQY3wSjJ5j6n_gbCJ-9XWUThAYdidVAsEUrP7gegRflB9X5zLNhvlF1oIARtGtok0PQB9CWYT2C9FUe_FIzGqh5alxNrgI_eKrcFhlbuPcZ5oLaInUw1-xoAo67rjxlP5Sh-kAd4yh7rnFqEvSDDJzFOymfAQWTMbVLRVh-SUk0IsX6GshcAHlcyKHl_0iK16-Ay3L8bxK0DtKqHWGm_3njGoYpGhLZhYt1FBHUZfSTxVwMh5NArCudmYv8spCAXiwe-frIzjVbCUY1TfdJ_nD8gyDRdN24AEAzVk12OO9Ci_Eqawew07P7DkUY-0fuli7nC88Qa3QVm1FxElpX9vI3_-1GrAgPdUN_z_eJeATJ6ySfY805ueuxVqfE5ffWYOxXRHPIT3jw0f_BAnwcdi1CzH3fm5LgglFV9jvCMX2a2rIWeA4gwJWut3aRWF4zCpURChXOF8AVtihQzXitljv7Pzf7I9I_W66jyiS0J3eEs4oGUOSJ7yxcqHDJf4c5mLeM4-7nN-hHYzDhrvh2a2q87NlrJVi8LRtH589xaJIiVcoESdpU9FnEKWgLreNI7MNYGiOVIVlqCaRxK3BmVcc8oCqmt2NflIYvzwEiAmRIWLsayEj2LQQoY12v5BEAEF0XZm9H9Y2Oik4uab4-CPkSnMfvDYYTQJjDj2WpPoc3eb58D7E3Qv4X4K2_zvwIBCkihaRDhAyIXEIs0QgFwLFZEPTwK9JJFZWnEoSiDBk8masWK5s7mX3hlfTGzZq-BoLVkbDvCLClFocaLoir4vB8yqeo_PNtowDn1aTjtRZTTvmutAtplRxY7reqN_DUcFHrVQdFFUSq2eJkotviIyFG44z8FY2rCjlD0KtqwiL2JBfsEjvNyReT0Q8BiWJYayQ_PrFJFsQ4GXUauRKQWfwkUGGJ8LelrjfBw6QZsDCFp0zGbSfiqEIuS3vxiN655nx7PXsXoOHO5iuor6pZl1H16Cy0JwgA", "id": "rs_09516b48ea7a6ed6016a07839259f4819181370ef586d97068", "summary": [ { "type": "summary_text", "text": "**Identifying potential bugs**\n\nI think I've found a potential bug related to availability; if the \"available\" status is false and still returns true, that’s not expected behavior. I need to inspect the parsing logic around that. Additionally, the improved count should reflect any normalized information changes, maybe with added \"improved review hints.\" I also want to verify the classification while ensuring tests are passing. It’s important to add a check after the loop if availability isn't present, and avoid empty results." } ] } ] }, { "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@@ -609,6 +609,9 @@\\n updates = parsed.get(\\\"updates\\\", [])\\n if isinstance(updates, list):\\n all_updates.extend([u for u in updates if isinstance(u, dict)])\\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 parsed = {\\\"updates\\\": all_updates}\\n row_by_id = {str(r[\\\"candidate_id\\\"]): dict(r) for r in rows}\\n improved = 0\\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_OpDKct9n6X6NJR8R2Erifzu1" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_DHblU1CQAIbcassKc7s3GadX", "call_id": "call_DHblU1CQAIbcassKc7s3GadX", "response_item_id": "fc_09516b48ea7a6ed6016a07839f5e608191a6013e80a7ff85da", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main qwen-resolve-instrument-candidates --endpoint http://100.101.173.25:11435/v1 --model qwen-3.6-agent --dry-run --timeout 90\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4OfSE98WEmh81xfu61uUR4ldiJBzTXOrPOqb1v7f3noCcl34hTn4S7EqX35IAobNsCp0Vlugug_Y3OVFVfFRMKYAJ4I4ASxKadjTeBKVluyr4hADZtVpWllkiwtc5da1FdtriMND37-tpF6Lzht2fkdXaxQsVV1xre__XLbRctnSF-E1fpVcrvog_uvu_mnV51Avfvbm87JEgjKCDMpB0WVN1KvYiX2NOKL0KVEgEkEpTaqy5Tlyt7r8pfEf9tGWAJ7m2Z3TS9uNPT-Bkq39-NABxAMLQ5GLgja99HkVvllei1PsGIUHK4fQ4QRIo2LN53snVVYeA9NtzNXzHFvQQM7KmSdhl1cXBGpsNkw8G3I3Mc0Bdnjce272iOYyPn_0RKMVs9y8HiYyN4c-pmcTnF_1tBDwLfJIIRrtoHZoKF813ukygpmfbeBLO0K8DpB0QMdzE5GQIgaABfWLFEW4_fEaypXJdHXQhrQNLg5sNUMXLCU2Ta8TmsJ6aBxQp4Vv881bukmjEpnLz4BQBbLa4XbP0K-65zDrnd0ujMYLOfdUG9m2VE4My-E1xtvPn0HI16s7O4m7r8H56kkHTtJPggZGCuSJ58uCFcYHcmTvdWqYw3XDqyBef2TePuhxg3sptjtfs_D9m2BJ5LT6q32tWaZTU0KCx8TTDLq1rzez38uf6aSpKD6-SWpOdsVeMnZ5xPztmVaLpAHspZnqNKv4_SvJNULjQjs6dQTvob3CmpMNIBjnSKE09cmSDAOIhQCQAl94P2GYNYd12PFMxTwhOsaMHWdBpTLDLSPfe-fmYGei5FPzU7IolDRP1zPI8OZogN2QKNlamYkXuJQRbttKPLT_negvtukYuUKZNUqhNA1o6YHTh0w3u11kkOiN1tG7er4iyZACIVHfLq1KZeguvP6ewJVuYG5ZsneQUYBvsMnuLiHb58Pq4a39WqYcO7pGQrCrc_LH7WXlHqUjmJLvhkmsTPm-9sf0G-aiYuSoVt_jyj3BY54PyL017C1pYxOHAEQt-VCUxVN8KD4J6qY7--7Cd4dy8c-E-_ey7OpV1bTX0jD9Kv5YD38tZE081RZlVYe", "id": "rs_09516b48ea7a6ed6016a07839ce2dc8191b2460fd6cc29a849", "summary": [] } ] }, { "role": "tool", "content": "{\"output\": \"QWEN_INSTRUMENT_RESOLVE qwen_available=false qwen_used=false model=qwen-3.6-agent candidates_total=30 exact_before=7 exact_after=7 probable_before=0 probable_after=0 needs_review_before=23 needs_review_after=23 confirmed_after=0 improved=0 manual_review_remaining=23 warnings=0 errors=1 dry_run=true\", \"exit_code\": 1, \"error\": null}", "tool_call_id": "call_DHblU1CQAIbcassKc7s3GadX" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_emTamBbCDOAX5TTepi7xS11R", "call_id": "call_emTamBbCDOAX5TTepi7xS11R", "response_item_id": "fc_09516b48ea7a6ed6016a07842c29fc81918effa091a798d8b3", "type": "function", "function": { "name": "patch", "arguments": "{\"mode\":\"replace\",\"new_string\":\"def 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, batch_size: int = 5) -> QwenResolveSummary:\",\"old_string\":\"def 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, batch_size: int = 10) -> QwenResolveSummary:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Evaluating batch settings**\n\nI’m thinking about the occasional timeout problem with the endpoint. If a batch fails, I need to manage that, especially if it’s a full failure. I could try setting the batch size to 5 in the CLI, but it’s not configurable—default is 10. The first successful run would be crucial. The dry-run limit is fine at 5, so my goal is to set the default batch size to 5 moving forward.", "reasoning_content": "**Evaluating batch settings**\n\nI’m thinking about the occasional timeout problem with the endpoint. If a batch fails, I need to manage that, especially if it’s a full failure. I could try setting the batch size to 5 in the CLI, but it’s not configurable—default is 10. The first successful run would be crucial. The dry-run limit is fine at 5, so my goal is to set the default batch size to 5 moving forward.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4QsGRTWFqVXK44Nus7IklmY2Pl5L64v86SI6-oLNlz3CY3p0xd1DTHeX2BEzyOcwWLQQbuhI2_EaEoDQk2ASdJQEOt6kbQJ9UfqAOWkAX4bUMk8jkXy75R2s5it6DfzFy7lTKrm4jWbH88OLs3ucuKU_15yM5uW_CqpNnuYbNNlW5oTNDqYTUcnum3meGO2NCj_-3PQgEEawr83rrDTbiV4fznPj09d7_0tUm18Pm1pFJ9Ttl_3XqaEHh7M7UvbY2MOirX68s3luTd9XSWML9GGwnvWDo6ZvoKKY_T9qY1aEJffjyGKbyPe-RLHVk2DBckH3hIJwthL-sb_rb72x-GRLF0GX9p5V9e_8nV8garDX3XpofnK0xLpbYc1eL8-gRcbYZ_WzZ019HuL_KFNvz5RSVdN9cP7kcxZdi2kA16QcU8aO9JQ9LGwDmoWlxf0hIQU_36fEyynNl6yOOoOf8apAeQcJPU76rSd0LKLHZszLoRgDWrW9ahQ15q2pqbJ58ynh08UAYb_bOIwT6flURvrwYqb_qTknjtj-EKTCUOZo6yhHRb4stUIawXQCZ4JftjMuUFqOhl8ZbyR0CzITuHYYFak_NPGE9qZDLM9OLKZlvJR2sSVpw8PkpvlpO5ckTwtvKDfUST-7qs1c_hHXtfTTWRhO74X4Ok1grNtjKIMqxuGDVv0kduELKLwpFFkZzd_5BahLccvgB_urjcS47z3mnUHl4CMzm0jVZ6CnE76WqGDH6iU-o6iVX-_hCJhVkxDRiOyVNu_sysRiVFKCli4xcFpEhj3LvesF8KC96qxsTpYzPoqIjuUv7OtodSd-Y9BP8uqMRYIfgTMJknHP32o8yQewblqeW_z7A86aHV3TRzGyS6ObnIP0XYnHXzzLIpTvbXPit6mGyS-Z8obStKd6uXiTB-lQjlZ8g8jgrc5F5A4VG-Kmi23k2KKu6tVn3VxNXN6Hanxnnt86A6jaKdLp2fmX4JfSbqOVy7zYXf2AwBeffF3g6f3upIbfI_XiJvESTGaQU7r9nys_cT3jj-6xxnlJy1eJ7e6LJEZebpTNzPYaCOXPiEKlHaTvHfLHqKEx70TaJ2PgypKXQhFknei7bsxNFqllYqlVUB2nRiIrPb-OTYFQz6tN1E9FUCGU8ZJD2H3XNEQrEqGF8aIHtYNGsw6BsmaIkt1CUjeJSvYXalYgc5XpspGBK4a1l892uw6", "id": "rs_09516b48ea7a6ed6016a078429f2ac8191a2d60593da208219", "summary": [ { "type": "summary_text", "text": "**Evaluating batch settings**\n\nI’m thinking about the occasional timeout problem with the endpoint. If a batch fails, I need to manage that, especially if it’s a full failure. I could try setting the batch size to 5 in the CLI, but it’s not configurable—default is 10. The first successful run would be crucial. The dry-run limit is fine at 5, so my goal is to set the default batch size to 5 moving forward." } ] } ] }, { "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@@ -554,7 +554,7 @@\\n return parsed, True\\n \\n \\n-def 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, batch_size: int = 10) -> QwenResolveSummary:\\n+def 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, batch_size: int = 5) -> 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\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/imports/instrument_candidates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}", "tool_call_id": "call_emTamBbCDOAX5TTepi7xS11R" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_4KbtGjDceFn2UkTnVlp9duwG", "call_id": "call_4KbtGjDceFn2UkTnVlp9duwG", "response_item_id": "fc_09516b48ea7a6ed6016a07843278548191bf7ba8357efcb9fd", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main qwen-resolve-instrument-candidates --endpoint http://100.101.173.25:11435/v1 --model qwen-3.6-agent --dry-run --timeout 90\",\"timeout\":360,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"output\": \"QWEN_INSTRUMENT_RESOLVE qwen_available=true qwen_used=true model=qwen-3.6-agent candidates_total=30 exact_before=7 exact_after=7 probable_before=0 probable_after=0 needs_review_before=23 needs_review_after=23 confirmed_after=0 improved=0 manual_review_remaining=23 warnings=0 errors=0 dry_run=true\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_4KbtGjDceFn2UkTnVlp9duwG" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_32aQmU3d1VLTGwAWLFel0izJ", "call_id": "call_32aQmU3d1VLTGwAWLFel0izJ", "response_item_id": "fc_09516b48ea7a6ed6016a07856eb804819183d62b281f823e12", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python -m jarvis_finance.cli.main qwen-resolve-instrument-candidates --endpoint http://100.101.173.25:11435/v1 --model qwen-3.6-agent --timeout 90\",\"timeout\":360,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4Vua6xu3jogcevk-6LHHv5PVZjVGwC5MRMO7BLQiZpRY_HDT1myNuYuRp8Avj0Siz-w35EUJVrdx686PwqaJu_nFRJcWF8bFsLqqMO0iK26uOsiSyNOG_uq-flaPPP60dWvKmfr3shCqw7mVLgCB1jeQnlVbGyMo3TTqhgn7Mfr9ubAFYcxFjl7zZXcQD_9bzjyGHsOypDsSQk4mGt1B9oLu8ZSQF2LjmzlT0pC6FmQfOb51TYoS1rfkVyIqaYLmsQMDW_EDcrESLzOW_E4oRXfK-Czaw90hGQGIemH_He5T7KOc9z_xwKc1PdgE2-e8yYgIZyeucSp-ol5D_ms1rpCrsimrmhfLMhtZ_EfwPl9QgM1B6VPXIYj11ixh72bitRxkQz_0FkuS3ZgLRoYBcVEbYM0OfHQpW9cYjDXMD_PSTz4KzC836pkjf0WE5noZGLcm_gao7NxFXx0EoSLRzChOzEUZUMhydkU6abluo5OEML4UOPB0QbxTHloRREwi-5iw-4SwiJddy5FZnHkpeNxdcb4JxJ_pVJcrqJJH_-tNvWGq8QICxXOd22u68uoFi4hreEYsXHSxXpEUwp3ZGo1iX9NhTFOJZniHoDQzX066jh-leBLeTIJMWXEfz1WG1JZ7KbHY3zCz3T0fHKHUCf56VcWCpSPyTodUw3pLVdbH6kOzss8mQkxP41WJ50g9khOB6von0OW-USdk_FI7KfmeCp6aiLB_YO-W4dzBLx-G1Us8dqTlxGQ0TMOEWUfhfFJedIwxv8JenDOkuiIWo2VyVPq8FXF5HGnaCau1XZvl6SH_kcOA6VrNH9FLtmMKPS07MZArb061uOG2gKkN2pPktimdWqSKfoZ5eQGRzxkuLpocV5a0PDCq9Qasgbtt7vckqveQdv99uwwc3chLAawnN6Cvqr4WlTvquYxQfxphzwi1UTlUzOkQcWf8QiYZxvMJr62Y1GypZ3V5643Brd0LOxTnZ7zUz9kYN9nZBnhGa0=", "id": "rs_09516b48ea7a6ed6016a07856d44a48191bc0a8bd77a083afc", "summary": [] } ] }, { "role": "tool", "content": "{\"output\": \"QWEN_INSTRUMENT_RESOLVE qwen_available=true qwen_used=true model=qwen-3.6-agent candidates_total=30 exact_before=7 exact_after=7 probable_before=0 probable_after=0 needs_review_before=23 needs_review_after=23 confirmed_after=0 improved=0 manual_review_remaining=23 warnings=0 errors=0 dry_run=false\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_32aQmU3d1VLTGwAWLFel0izJ" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_fa5V6l0pVkk2RNSx7zOr6FYB", "call_id": "call_fa5V6l0pVkk2RNSx7zOr6FYB", "response_item_id": "fc_09516b48ea7a6ed6016a0786a429fc81918b23b3324a0e4da2", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\ns=load_settings(); conn=connect(s.db_path); apply_migrations(conn)\\nrow=conn.execute(\\\"\\\"\\\"\\nSELECT COUNT(*) total,\\n SUM(CASE WHEN mapping_status='exact_isin_match' THEN 1 ELSE 0 END) exact,\\n SUM(CASE WHEN mapping_status='probable' THEN 1 ELSE 0 END) probable,\\n SUM(CASE WHEN mapping_status='needs_manual_review' THEN 1 ELSE 0 END) needs_review,\\n SUM(CASE WHEN mapping_status='confirmed' THEN 1 ELSE 0 END) confirmed,\\n SUM(CASE WHEN mapping_status='rejected' THEN 1 ELSE 0 END) rejected\\nFROM instrument_import_candidates\\n\\\"\\\"\\\").fetchone()\\nprint(dict(row))\\nprint('review_import_transactions', conn.execute(\\\"SELECT COUNT(*) c FROM transactions WHERE source_type='broker_import_reviewed_snapshot'\\\").fetchone()['c'])\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4akd1KoIka25DutPqRrwwnu06Vjzpua4m7Dns5Sa5WHHagthlZMr61T6x-34IXQOibqNNZoAkz0Mw0COVdGtUUeuI6rCJuJUAxC4L_a7SUcSQRkT3Rp_fv38QfSDzxue3JMmbZDzdh4hX7ObZZ43TBXORzOzc7RvMaSsiwompbe_unP8-1bf9GtdcfgZ70SINdZT6774rQ98UTcVuysa7vaf7ToaiethZYavwT8uur7PAJZEKXZ3sKvgNgsr6sAH_q40swHzDpaY2dddAtPz6pEk-NaffCYDNy6PWVRYDh6KYNygYVI6d_-56mFu9YnDrbGvKFrs8diedl4OBHI_ydgkGH5b89RgZZs2ltlM1iRpso-kE26dT2CBngIlgXUdIdD0kr2kTIglDZjiMPiX31YcK4e2q6t3DnueAuO3kMTiF-HRBiBwYRont7H2eRfhPvnpfR6hHkFOXeqgOREVxSH9h0TYMkG_cjGceSTlIObvt8YkQrqPjUhJnB5LIXbxn7GQ-5SMWSZ4Sf3Ftg5bv0N4WB3YNfjKa04ZgffrvcnxXJYqPYqu14uG4L_ikCKjQffu0-57tgX1AnzSijGLgsfxXsJuKAt5Xzpvt0jc3hnuSJeqHxNMwVEQsA20GQjlfy5t5oC-_9kBshDKA5h5ItylndsnJvgdUHE_h3fbh3liA2kQ7O4GiqfKOXoJkf7ZPoaAez5BWAqlL1Zt-pfKFDh-zPlO6F9mixTI-y5lbgxOF7Kb9Ps1eCFqLX30hMX8P5Gxjz1-e72HikSC5fPPED4EhxB2Q72bETEJpe5vUm5G0G19ULb-IyZHGBQrlVwkVHY03yD2Ft0oNjaHYwFgXqOMMAK8EQnz-DHtxWjmCFgepKyDCocuUbhZ86NgotuHs-WI0v3fqXUmrMp6SBRCHOA6IxZsxKUUVUx-4sK7KDaYN-I7pxljAYGy94Eq50_3E5QfvBO6KQN4pdJFPCC5FEuVQ==", "id": "rs_09516b48ea7a6ed6016a0786a392a48191914dbf7061d9371f", "summary": [] } ] }, { "role": "tool", "content": "{\"output\": \"Traceback (most recent call last):\\n File \\\"\\\", line 1, in \\nModuleNotFoundError: No module named 'jarvis_finance'\", \"exit_code\": 1, \"error\": null}", "tool_call_id": "call_fa5V6l0pVkk2RNSx7zOr6FYB" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_mtWiNO2HuSxcABr36gHhYZxX", "call_id": "call_mtWiNO2HuSxcABr36gHhYZxX", "response_item_id": "fc_09516b48ea7a6ed6016a0786ad0b848191bcbe21a89ff92b45", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\ns=load_settings(); conn=connect(s.db_path); apply_migrations(conn)\\nrow=conn.execute(\\\"\\\"\\\"\\nSELECT COUNT(*) total,\\n SUM(CASE WHEN mapping_status='exact_isin_match' THEN 1 ELSE 0 END) exact,\\n SUM(CASE WHEN mapping_status='probable' THEN 1 ELSE 0 END) probable,\\n SUM(CASE WHEN mapping_status='needs_manual_review' THEN 1 ELSE 0 END) needs_review,\\n SUM(CASE WHEN mapping_status='confirmed' THEN 1 ELSE 0 END) confirmed,\\n SUM(CASE WHEN mapping_status='rejected' THEN 1 ELSE 0 END) rejected\\nFROM instrument_import_candidates\\n\\\"\\\"\\\").fetchone()\\nprint(dict(row))\\nprint('review_import_transactions', conn.execute(\\\"SELECT COUNT(*) c FROM transactions WHERE source_type='broker_import_reviewed_snapshot'\\\").fetchone()['c'])\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Finding PYTHONPATH**\n\nI realize I need to determine the PYTHONPATH to ensure my Python environment is set up correctly. It’s important because the PYTHONPATH helps in finding modules and packages that I need while developing. I might need to explore how to set it up properly: checking my current directories and ensuring that the necessary paths are included. It’s a small detail but definitely crucial for avoiding issues with module imports later on!", "reasoning_content": "**Finding PYTHONPATH**\n\nI realize I need to determine the PYTHONPATH to ensure my Python environment is set up correctly. It’s important because the PYTHONPATH helps in finding modules and packages that I need while developing. I might need to explore how to set it up properly: checking my current directories and ensuring that the necessary paths are included. It’s a small detail but definitely crucial for avoiding issues with module imports later on!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4atK3ZH84agRpOsrb_Ni8imjroX-rjNyTsYA5K6V9ccyjnRyE700hmWqTe8QqNeUTQDS8wwCzaVtha4EP3N88m_e8pXrQT1qO2fCAakByG9L7DS2QSamZj-hfPqDabTamAt7HqoS-0hhUcRyE_1mDmNDXKzbySPPcvzlx-RPVmmN03vNPO9V6aQMpI9fc9od4TWGLFIz6jX6Mv7jLCuvZ6wz-SB42qWWq9bzUqagjAclyq4csKBMbrpPxYpFTFOrcb_kM4Bhdoejb9-YscfETpHpln2ie4D3_t_ySoAbKW2LX80ne1S5-fygf9X-3dnNnou8Ka3KSX1kwcz4NuxlgVwHV6oyeR9yUtWE5ZRIi3DNS640GIR4H9Qj1fDB0KlH0cZWeEcP6hFXUyKS4g3AYVrpeaM0-Di2sw240dV_m0RxJYVZqHyOUl2PUBCNx_FS2hz5Cti1fJGJchQj7Q1sIXk4p_YAGtzDo3IPRGSLufpby_KbXFL3JoIPQph9gisYXNNXsK8YCoNaVOq2uUQKMHjQDyysEhTwpBBSfumwPnWMJS8aUXeKoG_xg8sGB9JwiCCAn6T02hQSPsopAWN70YqFtH0rChK4brPV1EIp4_dru5lvq6ICpDOO3epQS2AYcEDwCGHDUaHKHMVZ8XUMzPzfH8NNLlI84SGITG5IjyWIV5zQ0iALOt9Pn5ZmlDslr-QgpjKDaVGDSqkEKqCnm--z2lI-DO8MifT3uDWF0DxAaeECDt7wU8vpL1E8AWx9AGDDZH-qyqbRIE6V4P9UaBB_tH6jSoiosEQHu9qQdONRvRrqEGvYP3AOwyxyNDf4c-OqePTPFOjlXCiY4xn1Ygco_salE1TkZQWlUOXFmALT6OHrwt_ANKaoHjo6p8XTtYD4o1S5Czix6R5uQBw0xhz5Zjkg_k-Uj_asI7ZonQUOlM=", "id": "rs_09516b48ea7a6ed6016a0786aadec881918576a7b1e027eb58", "summary": [ { "type": "summary_text", "text": "**Finding PYTHONPATH**\n\nI realize I need to determine the PYTHONPATH to ensure my Python environment is set up correctly. It’s important because the PYTHONPATH helps in finding modules and packages that I need while developing. I might need to explore how to set it up properly: checking my current directories and ensuring that the necessary paths are included. It’s a small detail but definitely crucial for avoiding issues with module imports later on!" } ] } ] }, { "role": "tool", "content": "{\"output\": \"{'total': 30, 'exact': 7, 'probable': 0, 'needs_review': 23, 'confirmed': 0, 'rejected': 0}\\nreview_import_transactions 3\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_mtWiNO2HuSxcABr36gHhYZxX" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_bFq7JWWHRsaLsge36Afr2RVf", "call_id": "call_bFq7JWWHRsaLsge36Afr2RVf", "response_item_id": "fc_09516b48ea7a6ed6016a0786b7eb308191b6155d1916a7ca4c", "type": "function", "function": { "name": "memory", "arguments": "{\"action\":\"replace\",\"target\":\"memory\",\"old_text\":\"Modelle: lokal Qwen via Tailscale:11435; stark gpt-5.5.\",\"content\":\"Modelle: lokal Qwen OpenAI-kompatibel unter http://100.101.173.25:11435/v1, Modell `qwen-3.6-agent`; stark gpt-5.5.\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4a3psEZMCzgundLu3Wgdu8vPMIxBWE30cu343ucMhYdk1lIxzbMXF42sGR1xPRw9guy24YxRvwwmXC29vavWjybPTDPDJdM_90qqO8awbegKO-VIOmaH0vOMHZ-WQxbfZXjJp0B0YazwH2-8nfVK2cZJ4XkL7d_9hKsXf0Y0uthGBPy6VZ6y4xhXNyiMPELqXseFvjOlPfYcMHYQ6uasbKE61lQDVK4TNRLdPZ2MwJkWf0gx3H7edaeIUEqNtqEYzBSSCI-8SURllGae8ObHBSbwoug4QkmUrJR4QX_oUAkGM6f6ljFwgVXmqW-E50-zJT1YFgTdvjkcjprYRL4JILL7aownsLMUscROR8c2ogZG93bewo9KLu5KpaW5jYl8CJ8HaGxAduV_ex1oyKx8K0iMkbULlLfdgTNgVSznKIg9Njzjs_2gFk_TfQs4N4qtoiU7CdvZT6Fqx0WWWKAOxhSxdKrvQ6WwbqWo2-4gpq32NAgOVg9_xElHMxc7S4-zmjvnD6YPUTiVwPcdmvnyz9mVCYVkN6jxSR9jZdheWmkM7--7_MFjq1Pof5-wlLA8D1bmO9g51dS72brMRiWMoPlkkmzW5X5eo3_ATfEfMBv-viFIbt2yQ76-ImLvthQD33HqrjfY6a9yYqE9R_btBIr7aXvcs98MFdQsAEH83Y64i0domm4SzvMWUZ7WrRbKBy0vCiPVzXhKTVxyPwFoICLZ7fQ1vvIjouCbkmEoEHAT_8VSbJO9BO4rmWqBrgnFvnN0Z02TviDSMZJl3ylpmWze707fjSgDfd43tVfBB8_dCg4kM0ue1BQavIvn8dUALqaOAbvLgZa--JZyehhKtugzWjHqvV4GXSy2pbmGnUE1AngdoqlTkx-lxFzjXsQTR9U5xY50xLhfqrXb4gjvPT9P7nXTcerPvs1IbPBi9O2umPJ4oO1dXqo9y6DSA0ZoKqFUEY3MK3Jc44aEycsQ6jP1Of7MwSEUdSXH5pPCxNr8_-CJzivj9PPhloOWuv0edcCS1VLYxTIrYKXEBbmWWcBUXulZswvPbYW45C2wNdSh-LWjnPfzvy9dMzQM_uyKW5KqVye9zmM9XdN558Y28VTFEzzn4eECnMRjeYV8ciJifmeVAhO9fAaGkR2KRxUWNlub5I3983nLFg08SluC2VF3GRmu8nBl8VlrfyOcpplAyIyAhTjPirTWZDCqKFZKJZwMO1wDmD2_6PvuYdOLVQAlekWfLk8R48DnwDnEeoCTepHtfusAx8G4-VvSvS08mxtFCVtehcAQmPqLsBDhVvaPgEkpg6XhzYRGtL7r6C56mCM2JbrpUVe_r3_TbNou63120n3M6kzNmAxdc4krThgAyey46JtjrxkGQJ-aO5NH8zMjGpk4yKNQXAuITyhbUKcYdLfozSd8VKJWrzFD9wk5TzW1m-nD9UWfrwaNM5xjkwh-Rjqx82EiHX1vnoG3Rjszfc1Be9M6g0vs4htMZohPzGACAir006OAFU0yvlUoIeNDzKcO1jU-hLIwaOLXRn8ePeHyD7mthnFYFAy6MPEWXQ7dUBok4yeNE9iYjDARL5m8dHRX-11vWB47uZJFFeftr0IJuUWcaZTQV_zyCjVGVzloqhWsnAUNQgYq4t8v0PyNYsGtMrCv3j2icD-faDOR2BDEJC2K6-ZjOoZeJ5H33V1dY9B2SD8h9N9_2Bs7YjgZSCiEK0xffn4P5XguISAKrLGxVnuS2ALQuvRtkC6iq5yVYjDwXgLmWkWubJ0VpgokCwniIIxVVdXnIh0nEHzg7F9RQggF0F9JZMMIXicmk32o0lhQkJk8sxPMu7utzyblvXq4_ox2tcsBOUXtfeXnQ6zI0WV30YeRGstQytlDNu-2cA6IaAMHUw3V1LJQx1A-TT6NZE8nah0r6BbGy9KHmcf4RrnWc4UGy5dWmTssksYhgVfmyPwY8UCunPD45z1svkeJSl4J2Ddem_MzawnBdmHoCsGtYjIQh5GaqC1jLaYUecOuQnvRqaTEjVrcYlM0tEzGrIXvWyDpCFnMY3GPezsJCRZ1fJ7M78FHeq70gLsdTdZyy_4A919AT6kY2k_FbUIJsDAfEZGhkp3CrTKGZtxst8Iq8xzsWAoFe7hQsxfO2HsKclrTep8ggLWUQ2FCAJIwhvEk8B6eeOh_vwA", "id": "rs_09516b48ea7a6ed6016a0786b3b7ac819184429559c1525b38", "summary": [] } ] }, { "role": "tool", "content": "{\"success\": false, \"error\": \"Replacement would put memory at 2,256/2,200 chars. Shorten the new content or remove other entries first.\"}", "tool_call_id": "call_bFq7JWWHRsaLsge36Afr2RVf" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_7ramh9BsApwlF9aVuSJ3SDE0", "call_id": "call_7ramh9BsApwlF9aVuSJ3SDE0", "response_item_id": "fc_09516b48ea7a6ed6016a0786bc660481918ab6e5a5f0cde896", "type": "function", "function": { "name": "memory", "arguments": "{\"action\":\"replace\",\"content\":\"Modelle: lokal Qwen http://100.101.173.25:11435/v1 (`qwen-3.6-agent`); stark gpt-5.5.\",\"old_text\":\"Modelle: lokal Qwen via Tailscale:11435; stark gpt-5.5.\",\"target\":\"memory\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4a8w6Vt45f5WIRoL4TzpTiT72ajE18n6MMdhAF_yvJWWWfZB1OtZxusvB83bjtreMTHSzZGtFpzUg-f4nxYkcgeeTNZHf4EOOUUr7IATXYGirl9MhK4VhO2PW9OQnWFkh85YOoTJaa5dQY35SYC_EavbLkWaXSSfnE7nvLcQBc2NkIWveuKonxcQDEnQ_mrZmrYlXrIObd5LfqJTPUsWrBjQHaxMAs0UojKoi1l7IAlL60ClzY6ACoS0NaNadgTxUTqakecHpluWQSSJnjXlP-ew6Vi-A86fpBsUKjOTP5EK9z3QAziA0lJQWskJlzbMZPJEu0nx9azGDCnjh-FojMg17AuqYQMrTIOldfUP6W95K4O9f5xc-n5HGyJoeuAYF3GEmOwqH_Z1RG5huab8Ol2h_KSPrqJr2gSVgciqBJKrAX-rDypBs4IjoxDkpnGQQ14nxYF8cOZuAfNOIrjE-kj06T8QNvujBlAtYeTNXTtKIa9Efk_DVrhvPdj2G9D740ohvq9Zg14p-dzi_iVDEi7Qb59BpQ8qdV-btqK35HjCYG2NG5XM6eQsmbleLt0-wKQd9ukpqgxn4vePffR-9xW3oHLB77eNMddt4hYqh9CG76BzQQrHiargwwDCM0W8WP5EHQevmrwnDdMRFqaiat5rJIZCYFuPErJKTGDAjAeHdg4jyHMDT1yBczwQnrQvBaepEix_WRTuCAbAKgwaa1z_m0EptVa1OSSiKYYX7lF2DiGvipyoQE6yz17CXmHF3x1EravTRqwgGMdcFWicm6xngj0rkCImI1B860tW-y7jpluOsS_abEEQMH5vBTH5bf88lOTqJSknagk0V8A7UYpQdNaTYpniD7hUOJ0sIrszS-FrxGiFfguPaGo1ZxZHJnhlUApUrjEfRhHQyl0DOVtkVpqjXSGGf1kvzlhmKYoHLg=", "id": "rs_09516b48ea7a6ed6016a0786bbb450819198dd0cdb1b50bbd4", "summary": [] } ] }, { "role": "tool", "content": "{\"success\": false, \"error\": \"Replacement would put memory at 2,226/2,200 chars. Shorten the new content or remove other entries first.\"}", "tool_call_id": "call_7ramh9BsApwlF9aVuSJ3SDE0" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_pFwkEyH3NPb8qyFcZ9vmOTOg", "call_id": "call_pFwkEyH3NPb8qyFcZ9vmOTOg", "response_item_id": "fc_09516b48ea7a6ed6016a0786bff0408191ba4c5a8870b70c61", "type": "function", "function": { "name": "memory", "arguments": "{\"action\":\"replace\",\"content\":\"Qwen lokal: http://100.101.173.25:11435/v1, Modell qwen-3.6-agent.\",\"old_text\":\"Modelle: lokal Qwen via Tailscale:11435; stark gpt-5.5.\",\"target\":\"memory\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4a_n-ju150aXegCkt0g58noAQzZFK0uIgWp4dZOfk2q3Y_N0UTgld_j3MNzUZc59FHvOcHx-XEzuBG95MwFqWNe-kJHwl1MDaT_xXqgKNy1EhgpwUhm3Iu3VOTrqljWbLFp7RTcDV56UNwU9I_gvNlMiXIwAO-H2l1SuHw41GpAXfMTCMrt9spSv_nACiI_yOqZzk95xUOdQVdCNqWNkFq1kFbKH8yZtWT0VWaGjR1yOERdki8lkeDAEPa2zC453rGXDSHqfhK1ZCVT1cd8bi7Y9izbERF8CBFxl0tJR5cygXX-li4Iker9jVuA-GpZvkLqJMCHz3qL8qSCvHWsizuOVQf958llRovWphVPD324l3411m6PjXqvOpzDmIt_zAbbymaAdkxmhSS8jaCf97ZQ94Cm1z4gDnVtaF-Sn9U76xGIu319t36xBP-C6XUAGC0hH9_LC-ipfavReFgwgloe9Ovh9SHc7mszMnySFjse3ZJVHlN5sJVE12OLeMrUDXYeXPMp18P07htROVYxa_ib63Ndmr-3LVqkfFfSG9dW774HGNErMzsCpz3axM0K6M93d9tR7ieoFcjp81-qjH7mXSxZ8UPTECuMWSmuiOMrH-uvZv6MwcGsmPyGFZ9rbQBDqiqod2x1rQu_hYdfJiHJh1ntc0DzxrlRh9qktdXjeI7MWgm88ZsZv4PCC02auzSAUezm42hWmbeVmHzk7c9ZoiSaRuxPNsg7FC4XIrOLDR5qvQ-HbL_zS8CL3fHt0whmxNCD2UzhtYpv43W6cy_yUevwTecO8IlWShvZbTrVJ-pEMaADFFV3eSXBToScw5blzqiAwP6BRxJvMoo8v0a8KUC_manqZYnzwY9-NtBFndhIP7hY8YWQer7cYE7t9AtH7Oo_o5uXQNNTnvSEUPu3jB5LYSbLbVxCi24-7v4ReDU=", "id": "rs_09516b48ea7a6ed6016a0786bf95e8819198cdccffcacd3884", "summary": [] } ] }, { "role": "tool", "content": "{\"success\": false, \"error\": \"Replacement would put memory at 2,207/2,200 chars. Shorten the new content or remove other entries first.\"}\n\n[Tool loop warning: same_tool_failure_warning; count=3; memory has failed 3 times this turn. This looks like a loop; change approach before retrying.]", "tool_call_id": "call_pFwkEyH3NPb8qyFcZ9vmOTOg" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_WI1sO5ery1X419LEsuxXri3B", "call_id": "call_WI1sO5ery1X419LEsuxXri3B", "response_item_id": "fc_09516b48ea7a6ed6016a0786c3ead081919a2f9015757bd482", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python -m compileall src tests && pytest -q && rm -rf .pytest_cache && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4bDRtKsbZKhEiT7B7_c1TFjmuZ3d3-HEIJontGtuiOlffOClWaJnGMSRSS-9J3-inv2GF7-MfR7P78Dx1XsxBAUOvStWjbCwRO9m3HpEDiZnY0x6Au1YvS5cAT1mnS-McfFclRckWYywtkDGr0LKImfJi8Ml09QyZoqCVroGDIZYxwFdjyaexsPXgGU16GugRCXNZt5doEOIGStTsKhIADN2XQ47Z5QX08HcYCAlNY4HB1duMYPP16d5s1iOCxy6V44qvQuXP731kJyxNkPnb1EtkAMnc2UP_TI22eDYStSpTS5xhLuYrLPv0zM8Ilmjs_v-Xi1KCGopQlCVX4W6m_Vq3l71JuzI9vZAuSq7xzEIJXQSuf788nH_2lWxp2N23dNHWdPtWA6DhK_JnzWyOzyif3597YETv-cidO16glrXiKQ12ZDc4Tz9KnGq67vv2rLQS9uHoNnN6dw6U6xbKywPYS-2qCcHi5IXIw9s85_Jnqg0F2QJPi1J7qaBrA9oo-5zNV9CZkYEnGpm0B3smKZ5l0yxR0KTbjKBHH5mIN7TNwcwF7GZbGNxKR3MzZzd6T1HkRjycD6NeRYqj_wsv56lAL7bKNqvh4KCs-0Orb7FKsuA9yTT-Q6pf7EnBbdCxzH0ByOLTAnzErNi0IbrhbmI4g5RJnyU2LOzWuaHiKBEbvTugnWjZBhYbE23nndDuqqWZyTqNOhBgebMXYrau1oU_xD9HQsYL6TPjolBfR5slwR3Nbzo8_EGQvSmuF0ZVDPiy3VbQTHN4w_qIT9spHKmmsu5I5JF0Vc1gq4Zbqbnx4rPQWuUMe11F3jVxHyZAMJrkNl2yDRwwcGGO8lYofn6fsNrnf_8YJ8BrJ1Mpo4uK-pwa7ZQaa0q8VCKJFOpPrcuGUY8RKE-NU2VwK-fQ0NdJciYidLq6q9piYfueMRHQsLW9xzz4psqcXlm8buX5Hb2iSEcWmpXmbLzb8AdM5y9ve-XMC-R6yiN9XgbEy_PFM=", "id": "rs_09516b48ea7a6ed6016a0786c3216481918be4cc60d72c9e1d", "summary": [] } ] }, { "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........................................................................ [ 56%]\\n........................................................................ [ 85%]\\n...................................... [100%]\\n254 passed in 14.22s\\nGIT_SAFETY_OK\\n M src/jarvis_finance/cli/main.py\\n M src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n M src/jarvis_finance/imports/instrument_candidates.py\\n M tests/unit/test_instrument_import_candidates.py\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_WI1sO5ery1X419LEsuxXri3B" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_JAVSWwLxwbGjR9V9uECwUkcV", "call_id": "call_JAVSWwLxwbGjR9V9uECwUkcV", "response_item_id": "fc_09516b48ea7a6ed6016a0786d6315c819181c8b2badba72d16", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"git add src/jarvis_finance/cli/main.py src/jarvis_finance/dashboard/views/page_13_equity_manage.py src/jarvis_finance/imports/instrument_candidates.py tests/unit/test_instrument_import_candidates.py && git commit -m \\\"Add Qwen-assisted instrument review\\\" && python - <<'PY'\\nfrom pathlib import Path\\nimport csv, os, subprocess, tempfile\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nrows=list(csv.reader(p.read_text().splitlines()))\\ntoken=''\\nfor row in rows:\\n for cell in row:\\n if cell.startswith('github_pat_') or cell.startswith('ghp_'):\\n token=cell.strip(); break\\n if token: break\\nif not token:\\n raise SystemExit('no token found')\\nwith tempfile.NamedTemporaryFile('w', delete=False) as f:\\n f.write('machine github.com\\\\nlogin Gamexgit\\\\npassword '+token+'\\\\n')\\n netrc=f.name\\nos.chmod(netrc,0o600)\\nenv=os.environ.copy(); env['NETRC']=netrc\\ntry:\\n res=subprocess.run(['git','push','origin','main'], text=True, capture_output=True, env=env, timeout=180)\\n print('push_exit', res.returncode)\\n print(res.stdout)\\n print(res.stderr)\\n raise SystemExit(res.returncode)\\nfinally:\\n try: os.unlink(netrc)\\n except FileNotFoundError: pass\\nPY\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls" }, { "role": "tool", "content": "{\"output\": \"[main 40ff6e2] Add Qwen-assisted instrument review\\n 4 files changed, 343 insertions(+), 44 deletions(-)\\npush_exit 128\\n\\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_JAVSWwLxwbGjR9V9uECwUkcV" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_1be2E1vjmRYEqk5TQ5JqZIax", "call_id": "call_1be2E1vjmRYEqk5TQ5JqZIax", "response_item_id": "fc_09516b48ea7a6ed6016a0786e2cda88191b2f507dde07128aa", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\nimport csv, os, subprocess, tempfile, stat\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nrows=list(csv.reader(p.read_text().splitlines()))\\ntoken=''\\nfor row in rows:\\n for cell in row:\\n c=cell.strip()\\n if c.startswith('github_pat_') or c.startswith('ghp_'):\\n token=c; break\\n if token: break\\nif not token:\\n raise SystemExit('no token found')\\nask=Path(tempfile.mkstemp(prefix='git-askpass-', text=True)[1])\\nask.write_text('#!/bin/sh\\\\ncase \\\"$1\\\" in\\\\n*Username*) printf \\\"%s\\\" \\\"Gamexgit\\\" ;;\\\\n*Password*) printf \\\"%s\\\" \\\"$GITHUB_TOKEN\\\" ;;\\\\n*) printf \\\"\\\" ;;\\\\nesac\\\\n')\\nask.chmod(0o700)\\nenv=os.environ.copy(); env['GIT_ASKPASS']=str(ask); env['GITHUB_TOKEN']=token; env['GIT_TERMINAL_PROMPT']='0'\\ntry:\\n res=subprocess.run(['git','push','origin','main'], text=True, capture_output=True, env=env, timeout=180)\\n print('push_exit', res.returncode)\\n print(res.stdout)\\n print(res.stderr)\\n raise SystemExit(res.returncode)\\nfinally:\\n try: ask.unlink()\\n except FileNotFoundError: pass\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Troubleshooting Git Push**\n\nI’m facing an issue with a Git push. It previously worked with GIT_ASKPASS or a remote token, and I need to ensure nothing leaks. I might have to inspect the remote configuration. It seems like the NETRC environment variable isn't being used properly; Git typically relies on /.netrc instead. Maybe setting the HOME temp variable could help, but perhaps it's better to use the credential helper environment or the GIT_ASKPASS script for a more secure approach.", "reasoning_content": "**Troubleshooting Git Push**\n\nI’m facing an issue with a Git push. It previously worked with GIT_ASKPASS or a remote token, and I need to ensure nothing leaks. I might have to inspect the remote configuration. It seems like the NETRC environment variable isn't being used properly; Git typically relies on /.netrc instead. Maybe setting the HOME temp variable could help, but perhaps it's better to use the credential helper environment or the GIT_ASKPASS script for a more secure approach.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4bioBbBlisoE88_cAIEiKuKznbtGy1zidsiVkr_mzapfWtLS8Irk3AuIzVDG2e4zttHU6I0yeUczrhEWByrezLZUL7wtQkad_LAwD76eFLwLOm2r5F8fGEfG-dc7tyltt8yF8vc2h-fmEeP81S0wcVnSqBbViWrlBtK_KbK0nUtDnyV6O3MOAxGCm0SQR-_8e5r641THrjdMoMl0NhF44z1MUBne_vfPby2m6T4v4lEESUrMr37A-lSfWaQ5VPTdD8sVGB60ce0RtR9y6fvmObq3eTT1AMSFwQ4touHOqJGqzNoigsEDlVByOOSA6IV-7RP1R9DVFSZHtmbzu-j5Chkl8cpPIghRse7cEW9P67XHi1i410pWeTFzM3A-JL5_AqDh4-GlXxJGWc7Bwfs-0sjUyiiBWmKznSXSBWcKwz1ToRTtllm_AMl8ARBHs3jZCskXzMrEinW-sw65XqZFLXddtcuR4FYfBV1B58XQYntO_Qzu5rniGV36ihtKR0VSj-gF4yXH_JIyHKUeqgCO-bO3zby_FeYFqcJFdrH_bwCd1vsA2mInzCAAsqGk0c8l6NTkAlKo1cA9LMG7XtVqUmjIn1HDTRTOoxdX8o2ekkS9zvFKd5E_ri3nI-EVeR3xQ_WjpCf2pcc3OGf1Eo-uAfDMz1N0MD2GmkZnkkFHEg5CF3YlnBKjRQXxI9D4J94Qt0PXfc-I4vbBQg-RXDag5ZYJQdkdDxvHwczBPTjQwqqJEbR4rk0yl1sIvPGQff8LO-_FwJm0qbKu6gJOQ14x6aR13MkF0r7WjUvkGYm18Km4Z2XI_pB8z3_AP5hj15qPwJk2Ce3PVfCzWJHFFWeQVmb0Cdjk4sN4nKK8O6jjQjExysZUL5yRewArAKYcDithO4IyLqzgT3fxg1UNZ15lsxmmMYuyovY-LvtfVnD_ONzwkskqBBu-7QAbx7HUDwodP75SvCLILzCLx9MB3g7XvfR9RIv7n4zrasmBFd3EtitN03rNqa91z6-1LGf8nivgNKdj7GMouboDjUV54z-IR36KF_aYU_6wtvNqt-jzyQC2L1N-44GlAvB5I2N2lQkAwMa8VH1MS14xyGDAwVoAwIbi-C3iIOQ9lYmbt7wQ9zQ6AT7fWH0JAmVDxbt2NCROl65wctN_wAQ9WxA5Ia36kA-DcFTOerzYGRnduMbmphmzsluXeaFLaCmrNR-3SXbrsALpFRmxd-qV4r3-1HwhUDuTg==", "id": "rs_09516b48ea7a6ed6016a0786df46888191aec84a39d51a3ba5", "summary": [ { "type": "summary_text", "text": "**Troubleshooting Git Push**\n\nI’m facing an issue with a Git push. It previously worked with GIT_ASKPASS or a remote token, and I need to ensure nothing leaks. I might have to inspect the remote configuration. It seems like the NETRC environment variable isn't being used properly; Git typically relies on /.netrc instead. Maybe setting the HOME temp variable could help, but perhaps it's better to use the credential helper environment or the GIT_ASKPASS script for a more secure approach." } ] } ] }, { "role": "tool", "content": "{\"output\": \"push_exit 128\\n\\nfatal: cannot exec '/tmp/git-askpass-yvdk4u3j': Das Programm kann nicht ausgeführt oder verändert werden (busy)\\nfatal: could not read Username for 'https://github.com': terminal prompts disabled\", \"exit_code\": 128, \"error\": null}", "tool_call_id": "call_1be2E1vjmRYEqk5TQ5JqZIax" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_jN1dzAvFfl57SVtzZTlmPYuE", "call_id": "call_jN1dzAvFfl57SVtzZTlmPYuE", "response_item_id": "fc_09516b48ea7a6ed6016a0786ecd74881919dc12717622b2bb7", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\nimport csv, os, subprocess, tempfile\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nrows=list(csv.reader(p.read_text().splitlines()))\\ntoken=''\\nfor row in rows:\\n for cell in row:\\n c=cell.strip()\\n if c.startswith('github_pat_') or c.startswith('ghp_'):\\n token=c; break\\n if token: break\\nif not token:\\n raise SystemExit('no token found')\\nfd, path=tempfile.mkstemp(prefix='git-askpass-')\\nos.close(fd)\\nask=Path(path)\\nask.write_text('#!/bin/sh\\\\ncase \\\"$1\\\" in\\\\n*Username*) printf \\\"%s\\\" \\\"Gamexgit\\\" ;;\\\\n*Password*) printf \\\"%s\\\" \\\"$GITHUB_TOKEN\\\" ;;\\\\n*) printf \\\"\\\" ;;\\\\nesac\\\\n')\\nask.chmod(0o700)\\nenv=os.environ.copy(); env['GIT_ASKPASS']=str(ask); env['GITHUB_TOKEN']=token; env['GIT_TERMINAL_PROMPT']='0'\\ntry:\\n res=subprocess.run(['git','push','origin','main'], text=True, capture_output=True, env=env, timeout=180)\\n print('push_exit', res.returncode)\\n print(res.stdout)\\n print(res.stderr)\\n raise SystemExit(res.returncode)\\nfinally:\\n try: ask.unlink()\\n except FileNotFoundError: pass\\nPY\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Adjusting file handling**\n\nIt looks like I need to address some issues with my file handling. I've left a temporary file open, which isn't ideal! I should switch to using NamedTemporaryFile, ensuring that it's properly closed after use. That way, I can manage my file resources better. It's all about clean coding practices to avoid unnecessary messes later on! Now, let's implement that correction and ensure my code is running smoothly.", "reasoning_content": "**Adjusting file handling**\n\nIt looks like I need to address some issues with my file handling. I've left a temporary file open, which isn't ideal! I should switch to using NamedTemporaryFile, ensuring that it's properly closed after use. That way, I can manage my file resources better. It's all about clean coding practices to avoid unnecessary messes later on! Now, let's implement that correction and ensure my code is running smoothly.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4bscQOaW9gmsQNWXuCnCxMI2mmAg1pdFTQGzpb4vFz9d-GteGedKSjHyOknHXmf259eCmWOCoQSseS523oqg3yYiSYtdXWNS-t18V01WYLVvXIt-GSlml69gqMmEOzO6td5aF4krwC_mSqHJsG3TWVV3-c3Kanr7DZdGs72ty-FIhOOWMMQJRznaESRqsDoIfFihJrjLR2IEKmF_-okZy2-tpj8mvWvHAf-Z81-zPS17IXnBwXB69sF8hsmNs4nNXFVyHPhl-O_JqFUHhYVZVpHOFSxTlQ8hjolwFl7I2XlKqk8U9V8MZPuWAj9ZRKp5eHRanSrnlgXUWlDkWHyD7TfqEYwSeflQ3CbHMDl8uhsamnLXE3dQaeGLhFa_ZpwKpDGif8DIB5b690M_S5cbVRz2BTZGq3UoSvwyKyXpphBJZHVoWztfEYVJl8_gS7qPBtKxJ54Ie1fIarvd4dpSURvj_JyL1EbF4g_njb1vbo0fzBZYK9uFtzaR-XTVnQB3Jf7OflD3BGLllB-STNu6Sn05tDzmykVc66tqwI_BVXMx5dggQk6dOvx-UQ3VDl2L1gC2kmGVp1N4Cym118dvFe_0pvaWFW62sXyg9YFNdb2IpGvRmyeHrjKFa9bxRutqMHX1KZZOLQck5-xoEb6J-Id1dgzrohA_fjYZrid67GfVi1yu_P_8dHyRROHHk7hbgwWSh9-ySbrJBol7OhwA6NVKzrH-HzReVQ8mW5jlUngaQeTnVFQMlbRXbvb4_UMw0KioAv4dDAZR1afEU2qi-deQI9ySWfAEJJbbmmztyxr-ndawHL9pXH221ubFeqgWzmuyrEXd0f2uueBth3dO9lJCuQrIPprEto2PMUWG6NHBVmodc8pTHpTfLrr8DCSDGwN8qURByS5LbLJFhInLVJvafQUJ9o6Khqn0gi0XrFE789FpBeS9Qx4Xa5OkDf5nIjM60wF41mXCOrYHpqcdDPXVKXRM6mX6h1RAWdu2kAPX9o=", "id": "rs_09516b48ea7a6ed6016a0786ea60448191b0ad5442c838292e", "summary": [ { "type": "summary_text", "text": "**Adjusting file handling**\n\nIt looks like I need to address some issues with my file handling. I've left a temporary file open, which isn't ideal! I should switch to using NamedTemporaryFile, ensuring that it's properly closed after use. That way, I can manage my file resources better. It's all about clean coding practices to avoid unnecessary messes later on! Now, let's implement that correction and ensure my code is running smoothly." } ] } ] }, { "role": "tool", "content": "{\"output\": \"push_exit 0\\n\\nTo https://github.com/Gamexgit/FinanceManager.git\\n 71d07c8..40ff6e2 main -> main\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_jN1dzAvFfl57SVtzZTlmPYuE" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_VsKUQLzuedcv4xmczsgVICkS", "call_id": "call_VsKUQLzuedcv4xmczsgVICkS", "response_item_id": "fc_09516b48ea7a6ed6016a0786f7c6fc8191b88f77c8cde3e4d4", "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\",\"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_09516b48ea7a6ed6016a0786f74b188191910bf4dffad2ebcb", "summary": [] } ] }, { "role": "tool", "content": "{\"output\": \"GIT_SAFETY_OK\\n40ff6e2\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_VsKUQLzuedcv4xmczsgVICkS" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_E1024Yi7kFyGxxr7gZH7FqQY", "call_id": "call_E1024Yi7kFyGxxr7gZH7FqQY", "response_item_id": "fc_09516b48ea7a6ed6016a07870321408191bac493eaeb14466e", "type": "function", "function": { "name": "todo", "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Compile, pytest, Git-Safety, Commit und Push ausführen\",\"id\":\"qwen-5\",\"status\":\"completed\"}]}" } } ], "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB4cDAICgSjMdNT46b_YirhauBc6DqdrepceX8Uc0ypsPSpuenf5wO7onvME8VArITG9VV6HUeSyrIzbHhyNVWRCj9UmRyWEpDTExQvh9NeXFF90Lz-cOqfWLkW1HDBv59VqRgM3fhAc5JxGyOdY33P_vdxT9uw1GSt6KbGg4uAmdbAYB4vj89q9MJN33Q6yf9pfT4y67x_t7efBGEQhgw3feqqlaRsgnU_JedAV_VkXbVDLuACht7zZ9ZXUbowL07iQ5hv-yL0dFtySkdEp_q0RNm3COG7gGDrRH-UoBGpMhzVoZi0YvSKxaMZHU2VJ_ThceIYqVNgfJ6frTLAp9nSkYBLbh4KNYYtEAgCVssvbyNBjuXmTRUGL61TD22yRlSY-ZYjynR8zp4_c3-FohMsWku6Mdc2XUDSZAokPleGXGw3zEDk7uinYONp0vL9mSxkQAHMZpwa_fxnHsBIETOdx3SuxDdwopskPQ8Zto72d-wSgIujZdhvqz5ch0gNTA2b9hgoWOaxZio21HF2q_-FMgERBFLZ8frcZYoEh_aEBdZJhwBj1_dQ4V9arZOtte81eG-C9IblXHqdRl5l80VBnIb1cl_1iSm-F4S9txpakqIZ0lHrndbysQh_iv5rtciEa30NcGu2R2MJ_oUkOe_Uy1-uhCxXZuYs3366-T7J3QhmVLVykGJpxng3Td1EkdfcYU3Xu6255kQNPmWGsis1ZYtJxyei23rLpG_Fstu3kEDAdtChVlaC5rCvUQP1rhITta5tHU1VHin2eAEwzCbkLjBjV_GqlamZulX0pN34zvYIsS0tb65ZTH1BaEf9Gk0Letf1q5lnfC1DACzRpQxdfmLj97LjMRdw-A8nX3DcXlhpIGp1eFKy4GOXXIKeceYP0TPqW2CMW0bDaxar1mmE-lG_0N2_ptPPgTKbpBBTtcR-fIB7tq-lea9te8qi98iHEbGgwB3cogdgXTcxR_y3Y_EzmG1kszQYwV470rdYwXMSCjglpgBrII0L34WyUNM4ykGI5Rk4yIppKe3816Z5LW6ZONA7gfJ6nYaRKtmHX8jwSJQGQMiKSml-ryGqWdPhD05R4sFTNseILB6wVLUE8ZY-vFv9ZUTa-dCMvO65VHYNp7rNJvTuYzwf3nZ54RAweOET5Q3vTRa9mF2JbdFRVx1STCOJM9y3LVYgeubol5eQWXvU0_t2KHj9bnTP2QmojXZmaqEaYW6b9vQwjbCXpdNMXfYztQ8vY_G5hSte4X1uDWh0L6RVgS0ZeqW3cq21I7vjeraGp68ws8v44Gf3EV7PTsZjV10XKYF2zMcT8kK_b8x-i6rQqgLMQy-E6ldD9YY7VOLq2O8aHciGpdUltGWXNVlAS5HXnx1eEz4F4PFUq8xQPZ-pqI3ZZ-RazYkbQtbnEzvUepLGnSHqfdGqrBDdOUImDQxr1bFkmJtSh-UK1XjQRDB0sz04qW7gru7LO2gF9dNXCV-u54yCY-51ooqFffMTueoMLxXvoz8g3p6-77K5f4Aq7KSKoHV3ouH_1MmVvx3chiUGb-p8lUXJYek0ElvAbXSPiG1db4sHwy06OvkYBYI0sOfXTqsA3UyVnaNdb-QgzXg6RrPt2Q7O7maKZixYQhRnI3RW_JIj6KajSwWG_EJNZa4Q7jZl_zH--J8Oq53wPq3iq8EVAK5ewuvtXn4nd49TpMhYtwwc6vxsp1FxltmDLf49AZtf8LRV9n9yh_GVWkvmbUVsGZuquq9IkHcCx6F28OkVqZ70715yMT-ZRWMJh03DH_bzoUA2T2MukVIG0JEs89TR8TjpXIj_HhzrZcAUeAT9moAodspGwNTmKivWzLyGWartSrFzrtYQtXgO7K4AHZU99ph3s-6zWzjuafYO6JgcdWmstS7MDhiCz9oeRwG2A2vmrLaSePEr0QoADSoa1Xj4WWzsYRXAjQ1Myng9UBDZzT_d_iLPI9RwN9Do8Aw2SPN3ntpXjQM0vJ7YFmV3oV1psiOmrjJuTPhlL3LIifHhYA3QgcyF3AbhzwDwmI94fztv5YfIuN", "id": "rs_09516b48ea7a6ed6016a0786ff4114819183fdc816c9c85a18", "summary": [] } ] }, { "role": "tool", "content": "{\"todos\": [{\"id\": \"qwen-1\", \"content\": \"Qwen endpoint/models/chat-completions mit synthetischem Prompt prüfen\", \"status\": \"completed\"}, {\"id\": \"qwen-2\", \"content\": \"Qwen sanitization/resolver gegen Staging-Kandidaten implementieren\", \"status\": \"completed\"}, {\"id\": \"qwen-3\", \"content\": \"Review Queue in sichere ISIN-Treffer und Prüfung nötig strukturieren\", \"status\": \"completed\"}, {\"id\": \"qwen-4\", \"content\": \"Staging-Bestand Qwen-gestützt neu klassifizieren und aggregiert prüfen\", \"status\": \"completed\"}, {\"id\": \"qwen-5\", \"content\": \"Compile, pytest, Git-Safety, Commit und Push ausführen\", \"status\": \"completed\"}], \"summary\": {\"total\": 5, \"pending\": 0, \"in_progress\": 0, \"completed\": 5, \"cancelled\": 0}}", "tool_call_id": "call_E1024Yi7kFyGxxr7gZH7FqQY" }, { "role": "assistant", "content": "Erledigt, Sir.\n\n## Qwen-Verbindungsstatus\n\n- **Endpoint erreichbar:** ja \n `http://100.101.173.25:11435/v1/models`\n- **Geladenes Modell:** `qwen-3.6-agent`\n- **OpenAI-kompatible Chat-Completions:** ja\n- **Synthetischer Testprompt:** erfolgreich\n- **Echte Broker-Mengen/Werte an Qwen gesendet:** nein\n- **Qwen-Ausgaben ins Git-Repo geschrieben:** nein\n\n## Qwen Review-Lauf gegen Staging-Kandidaten\n\nQwen wurde nur als **sanitizte Review-/Normalisierungshilfe** eingesetzt.\n\nAn Qwen gingen nur:\n\n- Kandidaten-ID\n- Plattform/Quelle\n- Produktname\n- Ticker, falls vorhanden\n- ISIN, falls vorhanden\n- Währung\n- Assetklasse\n- Exchange, falls vorhanden\n- aktueller Review-Status\n\nNicht gesendet:\n\n- Mengen\n- Depotwerte\n- Einstandswerte\n- Gewinne/Verluste\n- Konto-/Kundennummern\n- vollständige Broker-Dokumente\n- echte Reports/Screenshots\n\n## Aggregiertes Ergebnis\n\n- **Qwen verfügbar:** ja\n- **Modellname:** `qwen-3.6-agent`\n- **Kandidaten total:** 30\n- **exact_isin_match vorher:** 7\n- **exact_isin_match nachher:** 7\n- **probable vorher:** 0\n- **probable nachher:** 0\n- **needs_manual_review vorher:** 23\n- **needs_manual_review nachher:** 23\n- **confirmed:** 0\n- **durch Qwen besser klassifiziert:** 0\n- **weiterhin manuelle Prüfung nötig:** 23\n- **Warnings:** 0\n- **Errors:** 0\n\nInterpretation: Qwen war erreichbar, hat aber korrekt keine neuen ISINs oder sicheren Klassifizierungen erfunden. Die 23 unsicheren Kandidaten bleiben manuell zu prüfen. Langweilig, aber richtig — die beste Sorte langweilig bei Finanzdaten.\n\n## Review Queue verbessert\n\nDie Equity/ETF Review UI wurde erweitert:\n\n### Gruppe 1: Sichere ISIN-Treffer\n\nFür `exact_isin_match` sichtbar:\n\n- Name\n- ISIN\n- Ticker\n- Währung\n- Quelle/Plattform\n- Resolver-Status\n\nAktionen:\n\n- **Bestätigen**\n- **Ablehnen**\n- Review-Notiz möglich/empfohlen\n\nWichtig: Bestätigung setzt nur `confirmed` und schreibt Audit-Log. Kein Import.\n\n### Gruppe 2: Prüfung nötig\n\nFür `needs_manual_review` und `probable` sichtbar:\n\n- Name\n- Ticker\n- Währung\n- Status\n- Unsicherheitskontext\n\nEingabefelder:\n\n- ISIN ergänzen/korrigieren\n- Ticker korrigieren\n- Exchange setzen\n- Währung korrigieren\n- Review-Notiz\n\nAktionen:\n\n- **Resolver erneut anwenden**\n- **Als bestätigt speichern**\n- **Zurückstellen**\n- **Ablehnen**\n\nAuch hier: keine produktive Buchung aus der Review Queue.\n\n## Sicherheitsgrenzen eingehalten\n\n- Keine produktiven Aktien-/ETF-Initial-Snapshots geschrieben.\n- Keine Ticker-only Kandidaten automatisch bestätigt.\n- Keine Cost Basis erfunden.\n- Keine Transaktionshistorie erfunden.\n- Keine echten Broker-Dateien ins Repo.\n- Keine Mengen/Werte im Chat.\n- `confirmed` bleibt 0.\n- Exact-ISIN-Matches sind nur „bereit zur Bestätigung“, nicht importiert.\n\n## Tests und Safety\n\n- **Compile:** erfolgreich\n- **pytest:** `254 passed`\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Commit:** `40ff6e2`\n- **Push:** erfolgreich nach `origin/main`\n\n## Offene Risiken\n\n- Die 23 Kandidaten ohne sichere ISIN bleiben manuell reviewpflichtig.\n- Qwen kann Namen/Struktur unterstützen, aber nicht als authoritative mapping source dienen.\n- Produktiver Initial Snapshot bleibt blockiert, bis Sie ihn ausdrücklich freigeben.", "codex_message_items": [ { "type": "message", "role": "assistant", "status": "completed", "content": [ { "type": "output_text", "text": "Erledigt, Sir.\n\n## Qwen-Verbindungsstatus\n\n- **Endpoint erreichbar:** ja \n `http://100.101.173.25:11435/v1/models`\n- **Geladenes Modell:** `qwen-3.6-agent`\n- **OpenAI-kompatible Chat-Completions:** ja\n- **Synthetischer Testprompt:** erfolgreich\n- **Echte Broker-Mengen/Werte an Qwen gesendet:** nein\n- **Qwen-Ausgaben ins Git-Repo geschrieben:** nein\n\n## Qwen Review-Lauf gegen Staging-Kandidaten\n\nQwen wurde nur als **sanitizte Review-/Normalisierungshilfe** eingesetzt.\n\nAn Qwen gingen nur:\n\n- Kandidaten-ID\n- Plattform/Quelle\n- Produktname\n- Ticker, falls vorhanden\n- ISIN, falls vorhanden\n- Währung\n- Assetklasse\n- Exchange, falls vorhanden\n- aktueller Review-Status\n\nNicht gesendet:\n\n- Mengen\n- Depotwerte\n- Einstandswerte\n- Gewinne/Verluste\n- Konto-/Kundennummern\n- vollständige Broker-Dokumente\n- echte Reports/Screenshots\n\n## Aggregiertes Ergebnis\n\n- **Qwen verfügbar:** ja\n- **Modellname:** `qwen-3.6-agent`\n- **Kandidaten total:** 30\n- **exact_isin_match vorher:** 7\n- **exact_isin_match nachher:** 7\n- **probable vorher:** 0\n- **probable nachher:** 0\n- **needs_manual_review vorher:** 23\n- **needs_manual_review nachher:** 23\n- **confirmed:** 0\n- **durch Qwen besser klassifiziert:** 0\n- **weiterhin manuelle Prüfung nötig:** 23\n- **Warnings:** 0\n- **Errors:** 0\n\nInterpretation: Qwen war erreichbar, hat aber korrekt keine neuen ISINs oder sicheren Klassifizierungen erfunden. Die 23 unsicheren Kandidaten bleiben manuell zu prüfen. Langweilig, aber richtig — die beste Sorte langweilig bei Finanzdaten.\n\n## Review Queue verbessert\n\nDie Equity/ETF Review UI wurde erweitert:\n\n### Gruppe 1: Sichere ISIN-Treffer\n\nFür `exact_isin_match` sichtbar:\n\n- Name\n- ISIN\n- Ticker\n- Währung\n- Quelle/Plattform\n- Resolver-Status\n\nAktionen:\n\n- **Bestätigen**\n- **Ablehnen**\n- Review-Notiz möglich/empfohlen\n\nWichtig: Bestätigung setzt nur `confirmed` und schreibt Audit-Log. Kein Import.\n\n### Gruppe 2: Prüfung nötig\n\nFür `needs_manual_review` und `probable` sichtbar:\n\n- Name\n- Ticker\n- Währung\n- Status\n- Unsicherheitskontext\n\nEingabefelder:\n\n- ISIN ergänzen/korrigieren\n- Ticker korrigieren\n- Exchange setzen\n- Währung korrigieren\n- Review-Notiz\n\nAktionen:\n\n- **Resolver erneut anwenden**\n- **Als bestätigt speichern**\n- **Zurückstellen**\n- **Ablehnen**\n\nAuch hier: keine produktive Buchung aus der Review Queue.\n\n## Sicherheitsgrenzen eingehalten\n\n- Keine produktiven Aktien-/ETF-Initial-Snapshots geschrieben.\n- Keine Ticker-only Kandidaten automatisch bestätigt.\n- Keine Cost Basis erfunden.\n- Keine Transaktionshistorie erfunden.\n- Keine echten Broker-Dateien ins Repo.\n- Keine Mengen/Werte im Chat.\n- `confirmed` bleibt 0.\n- Exact-ISIN-Matches sind nur „bereit zur Bestätigung“, nicht importiert.\n\n## Tests und Safety\n\n- **Compile:** erfolgreich\n- **pytest:** `254 passed`\n- **Git-Safety:** `GIT_SAFETY_OK`\n- **Git Status:** clean\n- **Commit:** `40ff6e2`\n- **Push:** erfolgreich nach `origin/main`\n\n## Offene Risiken\n\n- Die 23 Kandidaten ohne sichere ISIN bleiben manuell reviewpflichtig.\n- Qwen kann Namen/Struktur unterstützen, aber nicht als authoritative mapping source dienen.\n- Produktiver Initial Snapshot bleibt blockiert, bis Sie ihn ausdrücklich freigeben." } ], "id": "msg_09516b48ea7a6ed6016a078707cd7481919bcbb9eb78d13e76", "phase": "final_answer" } ], "finish_reason": "stop" }, { "role": "user", "content": "[M G] Sehr gut. Der Qwen-/Review-Lauf ist akzeptiert.\n\nIch möchte jetzt keinen produktiven Aktien-/ETF-Import aus den PostFinance-/True-Wealth-DOCX-Dateien durchführen.\n\nBegründung:\n\n* Die DOCX-Dateien sind strukturell zu unsicher.\n* Nur wenige Positionen haben eine sichere ISIN.\n* Viele Positionen sind blockiert oder reviewpflichtig.\n* Cost Basis fehlt vollständig.\n* Qwen konnte keine sicheren zusätzlichen Mappings herstellen.\n* Ein automatischer Import wäre zu fehleranfällig.\n\nBitte stoppe deshalb den DOCX-Importpfad für Aktien/ETFs vorerst.\n\nStattdessen soll jetzt eine zuverlässige manuelle Aktien-/ETF-Erfassung mit Suchfunktion gebaut werden.\n\nZiel:\nIch möchte Aktien und ETFs selbst über das Dashboard erfassen können, ähnlich wie bei einer guten Portfolio-App:\n\n1. Ich suche nach ISIN, Name oder Ticker.\n2. Das System zeigt mögliche Instrumente.\n3. Ich wähle bewusst das richtige Instrument aus.\n4. Ich gebe Depot, Menge und Snapshot-/Kaufdaten ein.\n5. Das System zeigt eine Review-Zusammenfassung.\n6. Erst nach Bestätigung wird ein Initial Snapshot oder eine Transaktion gespeichert.\n7. Jede Speicherung erzeugt Audit-Log.\n8. Keine stillen Überschreibungen.\n\n# 1. Instrument Search / Add Position Wizard\n\nBitte baue eine neue User-Mode-Funktion:\n\n„Aktie/ETF hinzufügen“\n\nDiese soll nicht als technische Admin-Form wirken, sondern als klarer Wizard.\n\n## Schritt 1: Instrument suchen\n\nSuchfeld:\n\n* ISIN\n* Name\n* Ticker\n\nOptionale Filter:\n\n* Assetklasse: Aktie / ETF\n* Börse/Exchange\n* Währung\n* Land\n* Anbieter/Provider\n\nSuchlogik:\n\n* ISIN hat höchste Priorität.\n* Ticker allein darf nie automatisch eindeutig sein.\n* Name-Suche zeigt Kandidatenliste.\n* Wenn mehrere Treffer: manuelle Auswahl Pflicht.\n* Wenn kein Treffer: manuell anlegen möglich, aber mit Warnung.\n\nTrefferliste anzeigen mit:\n\n* Name\n* ISIN\n* Ticker\n* Exchange\n* Währung\n* Assetklasse\n* Datenquelle\n* Mapping-Status\n* letzter Kurs, falls lokal/verfügbar\n* Kursdatum, falls lokal/verfügbar\n\nAktionen:\n\n* Auswählen\n* Details anzeigen\n* Manuell anlegen\n\n# 2. Instrument Resolver\n\nBitte baue einen Instrument Resolver.\n\nPriorität:\n\n1. ISIN\n2. ISIN + Name\n3. Ticker + Exchange + Currency\n4. Name-Suche mit Kandidatenliste\n5. Manuelle Anlage\n\nMögliche Provider vorbereiten:\n\n* OpenFIGI für Identifier-/FIGI-Mapping\n* Finnhub / FMP / Twelve Data / Stooq / Yahoo-Fallback für Symbol, Profil, Kurs oder Provider-Symbol\n* manuelles Mapping, falls API nicht eindeutig ist\n\nFür MVP:\n\n* Wenn API-Key fehlt oder Provider nicht erreichbar ist, trotzdem manueller Workflow möglich.\n* Keine Live-API beim normalen Dashboard-Rendern.\n* Suche nur bei Klick auf „Suchen“.\n* Ergebnisse lokal cachen, soweit sinnvoll.\n* Keine automatische Entscheidung bei Mehrdeutigkeit.\n\n# 3. Position hinzufügen als Initial Snapshot\n\nNach Auswahl eines Instruments:\n\nFelder:\n\n* Plattform/Depot:\n\n * PostFinance\n * True Wealth\n * Raiffeisen\n * anderes Konto\n* Assetklasse:\n\n * Aktie\n * ETF\n* Name\n* ISIN\n* Ticker\n* Exchange\n* Währung\n* Menge\n* Snapshot-Datum\n* Einstand / Cost Basis optional\n* falls Cost Basis fehlt: cost_basis_uncertain\n* Kategorie:\n\n * Core\n * Opportunity\n * Unknown\n* Notiz\n* Quelle:\n\n * manual\n * initial_snapshot\n * broker_statement_manual_entry\n\nSpeicherung:\n\n* Instrument anlegen oder bestehendes Instrument verwenden.\n* initial_position_snapshot erzeugen.\n* Keine vollständige Kaufhistorie erfinden.\n* Audit-Log schreiben.\n* Data-Quality-Hinweis setzen, wenn Cost Basis, FX oder Preis fehlt.\n\n# 4. Neue Transaktion erfassen\n\nBitte im gleichen Modul vorbereiten oder implementieren:\n\n* buy\n* partial_sell\n* full_sell\n* dividend\n* etf_distribution\n* fee\n* manual_adjustment\n\nFür MVP reicht:\n\n* Initial Snapshot\n* Buy\n* Sell\n* Dividend/ETF Distribution\n* Manual Adjustment\n\nJede Buchung:\n\n* Review vor Speicherung\n* Audit-Log\n* keine stillen Änderungen\n* keine Position direkt überschreiben\n\n# 5. FX- und CHF-Logik\n\nBei Fremdwährungen USD/EUR:\n\n* Originalwährung speichern\n* FX-Kurs zum Datum speichern\n* FX-Quelle speichern\n* falls FX fehlt: fx_status=missing\n* aktuelle Bewertung soll später über aktuelle Preise +\naktuellen FX möglich sein\n* historische Performance bleibt unvollständig, falls historische FX/Cost Basis fehlt\n\nWichtig:\nFehlende Cost Basis darf nicht als 0 interpretiert werden.\n\n# 6. UX-Anforderungen\n\nBitte nicht wieder eine Formularwüste bauen.\n\nDer Workflow soll als Wizard erscheinen:\n\n1. Suchen\n2. Instrument auswählen\n3. Depot & Menge\n4. Einstand/Datum/Notiz\n5. Review\n6. Bestätigen\n\nIm User Mode:\n\n* keine instrument_id\n* keine source_id\n* keine raw provider fields\n* keine technischen JSON-Felder\n* keine langen IDs\n* keine Debug-Tabellen\n\nAdmin Mode darf technische Details behalten.\n\n# 7. Review Queue optional, aber nicht Hauptpfad\n\nDie bestehende Review Queue für PostFinance/True Wealth kann bleiben, aber sie soll nicht der Hauptweg für mich sein.\n\nDer Hauptweg ist:\n\n* Ich gebe ISIN/Name/Ticker ein.\n* Ich wähle das Instrument.\n* Ich erfasse die Position manuell.\n\nDie unsicheren DOCX-Kandidaten können höchstens als Erinnerung dienen, aber bitte nicht produktiv importieren.\n\n# 8. PostFinance / True Wealth aktuelle Strategie\n\nBitte keine produktiven Imports aus den DOCX-Dateien.\n\nStattdessen:\n\n* Plattformen/Konten für PostFinance und True Wealth sauber anlegen, falls noch nicht vorhanden.\n* Manuelle Positionserfassung über den Wizard ermöglichen.\n* Später kann ich bessere Broker-Exports liefern, idealerweise CSV/XLSX mit ISIN, Menge, Währung, Marktwert.\n* Dann kann wieder ein Mapping-/Dry-Run-Import erfolgen.\n\n# 9. Tests\n\nBitte Tests ergänzen für:\n\n* Suche nach ISIN liefert Kandidat\n* Suche nach Name liefert Kandidatenliste\n* Ticker allein importiert nicht automatisch\n* mehrere Treffer verlangen manuelle Auswahl\n* manuelles Instrument anlegen möglich\n* Initial Snapshot aus ausgewähltem Instrument\n* Cost Basis fehlt → cost_basis_uncertain\n* USD/EUR Position mit FX\n* fehlender FX → fx_status=missing\n* Review vor Speicherung erforderlich\n* Audit-Log bei Speicherung\n* keine echten Daten im Repo\n* Dashboard rendert ohne Live-API\n* User Mode zeigt keine technischen IDs\n* Git-Safety bleibt sauber\n\n# 10. Provider/API-Sicherheit\n\nBitte Provider-Abfragen nur auf expliziten Such-Klick ausführen.\n\nKeine Provider-API beim normalen Rendern.\n\nWenn API-Key fehlt:\n\n* klare Meldung\n* manuelle Anlage erlauben\n\nWenn Rate Limit:\n\n* klare Meldung\n* keine harte Exception\n* Retry/Backoff, falls bereits vorhanden\n\n# 11. Abschluss\n\nNach Umsetzung:\n\n* Compile\n* pytest\n* Git-Safety\n* Commit\n* Push\n\nBitte berichten:\n\n* Instrument Search gebaut: ja/nein\n* Add Position Wizard gebaut: ja/nein\n* manuelle Anlage möglich: ja/nein\n* ISIN-Suche möglich: ja/nein\n* Name/Ticker-Suche möglich: ja/nein\n* Initial Snapshot möglich: ja/nein\n* Buy/Sell/Dividend vorbereitet oder implementiert\n* Tests\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Grenzen\n\nWichtig:\nKein produktiver Import von PostFinance/True Wealth ohne spätere Freigabe. Die Energie geht jetzt in eine saubere, bedienbare manuelle Erfassung." }, { "role": "assistant", "content": "", "reasoning": "**Inspecting code skills**\n\nI need to take action and check the code. I'm wondering if the finance skill is already loaded or relevant to what I'm doing. It might be necessary to load the finance skill, and perhaps I should look into how Github workflows play into this. I want to ensure everything is ready and relevant for my task to move forward smoothly! Let's make sure I'm on the right path.", "finish_reason": "tool_calls", "reasoning_content": "**Inspecting code skills**\n\nI need to take action and check the code. I'm wondering if the finance skill is already loaded or relevant to what I'm doing. It might be necessary to load the finance skill, and perhaps I should look into how Github workflows play into this. I want to ensure everything is ready and relevant for my task to move forward smoothly! Let's make sure I'm on the right path.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB40WUFIw35S-MsNeEiizFtElca-IwqztvxJFp4ChBTkN_xikhnJCgne5X3-V6Z1yxWGYSadwVjTpo1OLhvQZ_efz7ZoeCusNy41touF5ZbF0Jj6GbvDdqeqBm9tkw0R9sK2NYXwKr0TVHLdS-Yj339wHAo0DLjEBQHfgdDeRgM_fTv_cEdmLELOaRDM30AEcXxKddiHRTg428v1mhmbLiCmhchWjvS1SIYjmLDbrYEvu3FLrlnAV0IabWPCw7ZasnkR6spiS9iwjJFCl-05H_bXiGA4pMCMa-ZLmXnTIzFhK3Yxn2Y2lLvMzMVCevOyMXHyejoML7VRqF4HggmBc9SQFMhVcLP4BrfKRYyAUoqg0GUu_GrgCxeKtcgh9xm8y-pTzM_f5Ov6Krm6t1tfkHcKyTHvSzvcyY4MDwgkiEL69fhATaRObAJpfNzykMWcQUKhNWvnIQi_C4Yj1af2hYYpGDxVSZbdeOzmAghTNvhWetlJDaI1U23TebAR1jDy7_iHZjl3EVKZNuOCd2nVxm45gQN6cSOton49jlAdtVFZ6vYvqmZGr1h2TgycBf8wRRpsyShAXF4ejEohjER2Ghpq58YT3lnk4rlfKhUgBF_nGhWSMXmikSHv49Oc8SICE_5XzApKBIkgbQPtXShbWjFrL4nJeRbvABVi1XWuhVLeliK7F6tcZYu4JjBIkLIeJ5hykkuDqM8t1RQnE-fpTeFejNxQrKEi_jM0mn5VsogJGHEGw3Yq_3ozbUD-DrC9U3akLG3I1PRLDa-O3sR5FLyFdKNv9FJ4K9v8PXMMlyKPA4Iyz3-O0PKHt2HMl8F_RXC9HTAHozbScsrXje5Oks5F-tcGoE4fHaA1KaJRnF2RN83KNau5ndOVkDFSq8U4mfE2zJvAuYYE79nKKulRM0TLtAfHt_ttg8UiFttI3Ieb_rzh9pE50UBQNBPWEet7L26Xca454ZrOCYseScbmVFVJSgE6c8JVoR1Mb5bbZZDoM7MXEDeZBsd9h_TMpDBe23s53sKpDMqMi2WUhSkurYfcD_5G0fujNFUOUQJqAo0jcm8E=", "id": "rs_09516b48ea7a6ed6016a078d14927c819193cce61cb6c936ec", "summary": [ { "type": "summary_text", "text": "**Inspecting code skills**\n\nI need to take action and check the code. I'm wondering if the finance skill is already loaded or relevant to what I'm doing. It might be necessary to load the finance skill, and perhaps I should look into how Github workflows play into this. I want to ensure everything is ready and relevant for my task to move forward smoothly! Let's make sure I'm on the right path." } ] } ], "tool_calls": [ { "id": "call_y4U2c0ftNYvBbM672sw3H00w", "call_id": "call_y4U2c0ftNYvBbM672sw3H00w", "response_item_id": "fc_09516b48ea7a6ed6016a078d16fcc48191b9f94a62752ba7aa", "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/review only:\\n - default local OpenAI-compatible endpoint observed for this environment: `http://100.101.173.25:11435/v1`, model `qwen-3.6-agent`; verify with `/v1/models` and a synthetic `/chat/completions` prompt before sending any finance-derived text.\\n - allowed: summarize table/text blocks, normalize product names, identify fields that are already present in the source, classify candidates as `exact_isin_match` / `probable` / `needs_manual_review`, and draft review notes.\\n - forbidden: final mapping choice, guessed ISINs, guessed cost basis, guessed transaction history, quantities/values interpretation, ledger writes, final valuation/performance, or automatic `confirmed` status.\\n - sanitize before Qwen: send only candidate ID/source row ID, platform/source, product name, ticker, source ISIN if present, currency, asset class, exchange if present, and current review status. Never send quantities, depot/account values, cost basis, P&L, account/customer numbers, full broker documents, reports, or screenshots.\\n - Qwen output must be validated and staged, never written directly to ledger tables. If Qwen proposes an ISIN that was not present in source or deterministically verified, discard the proposed ISIN and keep the candidate review-needed.\\n - For larger candidate sets, batch Qwen review conservatively (small batches such as 5 items) with explicit timeout handling; if a full-batch call times out, retry smaller batches rather than concluding the model is unavailable.\\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 - split User/Admin review into at least two groups:\\n - **Sichere ISIN-Treffer**: `exact_isin_match`, show name/ISIN/ticker/currency/source/resolver status, no quantities/values, actions `Bestätigen` and `Ablehnen`; confirmation only sets `confirmed` and writes audit.\\n - **Prüfung nötig**: `needs_manual_review`/`probable`, show name/ticker/currency/possible candidates/reason, fields to add/correct ISIN, ticker, exchange, currency, note, and actions `Als bestätigt speichern`, `Zurückstellen`, `Ablehnen`.\\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/defer requires or strongly encourages a note and always writes an audit log\\n - confirmation from the review queue must not trigger a productive import; final initial snapshot import remains a separate explicitly approved operation\\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- Qwen availability probe covers `/v1/models` and synthetic `/chat/completions`; report exact model name without secrets.\\n- Qwen resolver sends only sanitized candidate metadata; tests should assert quantities/raw quantity fields are absent from the request body.\\n- Qwen resolver rejects invented/changed ISINs and keeps unverified mappings review-needed or at most `probable`, never `confirmed`.\\n- Qwen resolver batch/timeouts are handled safely; failure reports aggregate error and does not mutate productive tables.\\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- Verify Qwen with a synthetic prompt before use. In this environment `/v1/models` returned `qwen-3.6-agent` and `/chat/completions` worked; record only endpoint/model/status in reports, never secrets or finance payloads.\\n- A local Qwen call over all staged candidates may time out even though the endpoint is healthy. The durable pattern is a small-batch sanitized resolver (about 5 candidates per call), aggregate-only output, and no mutation when a batch fails.\\n- If local Qwen is unavailable, the safe result is deterministic parsing only with aggregate `qwen_available=false`; 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_y4U2c0ftNYvBbM672sw3H00w" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_GANEVIDIlJ5G6x3ZvmN7PWz7", "call_id": "call_GANEVIDIlJ5G6x3ZvmN7PWz7", "response_item_id": "fc_09516b48ea7a6ed6016a078d20dddc81918bdb64cf3eef112b", "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_GANEVIDIlJ5G6x3ZvmN7PWz7" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_DcOnCLegtl1zqGZBDeXW6pBJ", "call_id": "call_DcOnCLegtl1zqGZBDeXW6pBJ", "response_item_id": "fc_09516b48ea7a6ed6016a078d23bbac819193d75e29b98c6a20", "type": "function", "function": { "name": "todo", "arguments": "{\"todos\":[{\"id\":\"manual-1\",\"content\":\"Code-Struktur für manuelle Instrument-Suche/Add-Position prüfen\",\"status\":\"in_progress\"},{\"id\":\"manual-2\",\"content\":\"Resolver/Search-Service und manuelle Snapshot/Transaction-Funktionen implementieren\",\"status\":\"pending\"},{\"id\":\"manual-3\",\"content\":\"User-Mode Wizard im Dashboard ohne Live-API/technische IDs bauen\",\"status\":\"pending\"},{\"id\":\"manual-4\",\"content\":\"Tests für Suche, Wizard-Safety, Snapshots, FX/Audit/DQ ergänzen\",\"status\":\"pending\"},{\"id\":\"manual-5\",\"content\":\"Compile, pytest, Git-Safety, Commit und Push ausführen\",\"status\":\"pending\"}]}" } } ] }, { "role": "tool", "name": "todo", "content": "{\"todos\": [{\"id\": \"manual-1\", \"content\": \"Code-Struktur für manuelle Instrument-Suche/Add-Position prüfen\", \"status\": \"in_progress\"}, {\"id\": \"manual-2\", \"content\": \"Resolver/Search-Service und manuelle Snapshot/Transaction-Funktionen implementieren\", \"status\": \"pending\"}, {\"id\": \"manual-3\", \"content\": \"User-Mode Wizard im Dashboard ohne Live-API/technische IDs bauen\", \"status\": \"pending\"}, {\"id\": \"manual-4\", \"content\": \"Tests für Suche, Wizard-Safety, Snapshots, FX/Audit/DQ ergänzen\", \"status\": \"pending\"}, {\"id\": \"manual-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_DcOnCLegtl1zqGZBDeXW6pBJ" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_692qiI6xyiGZSfO2zqG67cfK", "call_id": "call_692qiI6xyiGZSfO2zqG67cfK", "response_item_id": "fc_09516b48ea7a6ed6016a078d2cc0848191b07f069bc7cf6064", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\",\"limit\":500}" } }, { "id": "call_TjGo1BdgN8kK3kSZqM3paCsz", "call_id": "call_TjGo1BdgN8kK3kSZqM3paCsz", "response_item_id": "fc_09516b48ea7a6ed6016a078d2cc09c81919de860fb697f4840", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\",\"limit\":900}" } }, { "id": "call_VDpNhISZQfwjKswZk3jaeLOL", "call_id": "call_VDpNhISZQfwjKswZk3jaeLOL", "response_item_id": "fc_09516b48ea7a6ed6016a078d2cc0a88191a38e1c506ad54e8a", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_13_equity_manage.py\",\"limit\":500}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass, field\\n 4|from decimal import Decimal, InvalidOperation\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.imports.common import stable_id, utc_now\\n 9|from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n 10|from jarvis_finance.market_data.instruments import ensure_instrument_metadata_quality\\n 11|from jarvis_finance.ledger.positions import calculate_positions\\n 12|from jarvis_finance.quality.alerts import create_alert\\n 13|\\n 14|VALID_ASSET_CLASSES = {\\\"stock\\\", \\\"etf\\\"}\\n 15|VALID_CURRENCIES = {\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"}\\n 16|VALID_CATEGORIES = {\\\"Core\\\", \\\"Opportunity\\\", \\\"Unknown\\\"}\\n 17|VALID_TRANSACTION_TYPES = {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\", \\\"manual_adjustment\\\", \\\"initial_snapshot\\\", \\\"initial_position_snapshot\\\"}\\n 18|VALID_FX_STATUSES = {\\\"ok\\\", \\\"not_needed\\\", \\\"missing\\\", \\\"manual_override\\\", \\\"manual_override_required\\\"}\\n 19|\\n 20|\\n 21|@dataclass(frozen=True)\\n 22|class EquityManageResult:\\n 23| instrument_id: str\\n 24| account_id: str\\n 25| transaction_id: str\\n 26| warnings: list[str] = field(default_factory=list)\\n 27|\\n 28|\\n 29|def parse_decimal_text(value: str, *, field_name: str) -> Decimal:\\n 30| text = str(value).strip()\\n 31| if not text:\\n 32| raise ValueError(f\\\"{field_name} is required\\\")\\n 33| try:\\n 34| dec = Decimal(text)\\n 35| except (InvalidOperation, ValueError) as exc:\\n 36| raise ValueError(f\\\"{field_name} must be a Decimal string\\\") from exc\\n 37| if not dec.is_finite():\\n 38| raise ValueError(f\\\"{field_name} must be finite\\\")\\n 39| return dec\\n 40|\\n 41|\\n 42|def decimal_text(value: Decimal | None, places: str | None = None) -> str | None:\\n 43| if value is None:\\n 44| return None\\n 45| if places is not None:\\n 46| value = value.quantize(Decimal(places))\\n 47| return format(value, \\\"f\\\")\\n 48|\\n 49|\\n 50|def _require_confirm(confirm: bool) -> None:\\n 51| if not confirm:\\n 52| raise ValueError(\\\"explicit confirm is required before saving\\\")\\n 53|\\n 54|\\n 55|def _require_date(value: str) -> str:\\n 56| text = str(value).strip()\\n 57| parts = text.split(\\\"-\\\")\\n 58| if len(parts) != 3 or not all(part.isdigit() for part in parts):\\n 59| raise ValueError(\\\"date must be ISO YYYY-MM-DD\\\")\\n 60| return text\\n 61|\\n 62|\\n 63|def _require_account(conn: Connection, account_id: str) -> str:\\n 64| account_id = str(account_id).strip()\\n 65| if not account_id:\\n 66| raise ValueError(\\\"account is required\\\")\\n 67| row = conn.execute(\\\"SELECT account_id FROM accounts WHERE account_id=?\\\", (account_id,)).fetchone()\\n 68| if row is None:\\n 69| raise ValueError(\\\"account not found\\\")\\n 70| return account_id\\n 71|\\n 72|\\n 73|def _require_instrument(conn: Connection, instrument_id: str) -> str:\\n 74| instrument_id = str(instrument_id).strip()\\n 75| row = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE instrument_id=?\\\", (instrument_id,)).fetchone()\\n 76| if row is None:\\n 77| raise ValueError(\\\"instrument not found\\\")\\n 78| return instrument_id\\n 79|\\n 80|\\n 81|def _normalize_asset_class(asset_class: str) -> str:\\n 82| value = str(asset_class).strip().lower()\\n 83| if value not in VALID_ASSET_CLASSES:\\n 84| raise ValueError(\\\"asset_class must be stock or ETF\\\")\\n 85| return value\\n 86|\\n 87|\\n 88|def _require_currency(currency: str) -> str:\\n 89| value = str(currency).strip().upper()\\n 90| if value not in VALID_CURRENCIES:\\n 91| raise ValueError(\\\"currency must be CHF, EUR or USD\\\")\\n 92| return value\\n 93|\\n 94|\\n 95|def _require_note(note: str, *, reason: str) -> str:\\n 96| text = str(note or \\\"\\\").strip()\\n 97| if not text:\\n 98| raise ValueError(f\\\"note is required for {reason}\\\")\\n 99| return text\\n 100|\\n 101|\\n 102|def _find_instrument(conn: Connection, *, isin: str, ticker: str, name: str, currency: str) -> str | None:\\n 103| if isin:\\n 104| row = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE isin=?\\\", (isin,)).fetchone()\\n 105| if row:\\n 106| return row[\\\"instrument_id\\\"]\\n 107| if ticker:\\n 108| row = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE upper(ticker)=upper(?) AND currency=?\\\", (ticker, currency)).fetchone()\\n 109| if row:\\n 110| return row[\\\"instrument_id\\\"]\\n 111| row = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE name=? AND currency=?\\\", (name, currency)).fetchone()\\n 112| return row[\\\"instrument_id\\\"] if row else None\\n 113|\\n 114|\\n 115|def _ensure_instrument(\\n 116| conn: Connection,\\n 117| *,\\n 118| asset_class: str,\\n 119| name: str,\\n 120| isin: str,\\n 121| ticker: str,\\n 122| exchange: str,\\n 123| currency: str,\\n 124| category: str,\\n 125| note: str,\\n 126| ter_text: str | None = None,\\n 127| distribution_policy: str | None = None,\\n 128| index_name: str | None = None,\\n 129| fund_domicile: str | None = None,\\n 130| benchmark: str | None = None,\\n 131|) -> str:\\n 132| isin = str(isin or \\\"\\\").strip().upper()\\n 133| ticker = str(ticker or \\\"\\\").strip().upper()\\n 134| name = str(name or \\\"\\\").strip()\\n 135| if not name:\\n 136| raise ValueError(\\\"name is required\\\")\\n 137| if not isin and not ticker:\\n 138| raise ValueError(\\\"ISIN or ticker is required\\\")\\n 139| if category not in VALID_CATEGORIES:\\n 140| raise ValueError(\\\"category must be Core, Opportunity or Unknown\\\")\\n 141| ter = None\\n 142| if ter_text not in {None, \\\"\\\"}:\\n 143| ter = decimal_text(parse_decimal_text(str(ter_text), field_name=\\\"TER\\\"))\\n 144| existing = _find_instrument(conn, isin=isin, ticker=ticker, name=name, currency=currency)\\n 145| now = utc_now()\\n 146| if existing:\\n 147| conn.execute(\\n 148| \\\"\\\"\\\"\\n 149| UPDATE instruments\\n 150| SET name=COALESCE(NULLIF(?, ''), name), ticker=COALESCE(NULLIF(?, ''), ticker),\\n 151| exchange=COALESCE(NULLIF(?, ''), exchange), position_category=?, ter=COALESCE(?, ter),\\n 152| distribution_policy=COALESCE(NULLIF(?, ''), distribution_policy), index_name=COALESCE(NULLIF(?, ''), index_name),\\n 153| fund_domicile=COALESCE(NULLIF(?, ''), fund_domicile), benchmark=COALESCE(NULLIF(?, ''), benchmark),\\n 154| updated_at=?\\n 155| WHERE instrument_id=?\\n 156| \\\"\\\"\\\",\\n 157| (name, ticker, exchange, category, ter, distribution_policy or \\\"\\\", index_name or \\\"\\\", fund_domicile or \\\"\\\", benchmark or \\\"\\\", now, existing),\\n 158| )\\n 159| return existing\\n 160| instrument_id = stable_id(\\\"instrument\\\", isin or ticker or name, currency)\\n 161| conn.execute(\\n 162| \\\"\\\"\\\"\\n 163| INSERT INTO instruments(\\n 164| instrument_id, asset_class, name, ticker, isin, exchange, currency,\\n 165| notes, position_category, ter, distribution_policy, index_name, fund_domicile, benchmark, created_at\\n 166| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 167| \\\"\\\"\\\",\\n 168| (instrument_id, asset_class, name, ticker, isin, exchange, currency, note, category, ter, distribution_policy, index_name, fund_domicile, benchmark, now),\\n 169| )\\n 170| return instrument_id\\n 171|\\n 172|\\n 173|def _fx_values(conn: Connection, *, currency: str, gross: Decimal, fee: Decimal, tax: Decimal, fx_rate_text: str | None, fx_source: str | None, fx_status: str, entity_hint: str) -> tuple[str, str | None, str | None, str | None, str | None, list[str]]:\\n 174| warnings: list[str] = []\\n 175| if currency == \\\"CHF\\\":\\n 176| fx = Decimal(\\\"1\\\")\\n 177| status = \\\"ok\\\"\\n 178| source = fx_source or \\\"CHF base currency\\\"\\n 179| else:\\n 180| status = str(fx_status or \\\"\\\").strip().lower()\\n 181| if fx_rate_text:\\n 182| fx = parse_decimal_text(fx_rate_text, field_name=\\\"fx_rate_to_chf\\\")\\n 183| if fx <= 0:\\n 184| raise ValueError(\\\"fx_rate_to_chf must be > 0\\\")\\n 185| status = \\\"ok\\\"\\n 186| source = fx_source or \\\"manual\\\"\\n 187| elif status in {\\\"missing\\\", \\\"manual_override_required\\\"}:\\n 188| fx = None\\n 189| source = fx_source or status\\n 190| warnings.append(\\\"missing_fx\\\")\\n 191| create_alert(\\n 192| conn,\\n 193| priority=\\\"kritisch\\\",\\n 194| category=\\\"equity\\\",\\n 195| entity_type=\\\"instrument\\\",\\n 196| entity_id=entity_hint,\\n 197| rule_id=\\\"missing_fx\\\",\\n 198| message=\\\"Historic FX is missing; CHF value is incomplete.\\\",\\n 199| evidence={\\\"currency\\\": currency},\\n 200| fingerprint=\\\"missing_fx\\\",\\n 201| )\\n 202| else:\\n 203| raise ValueError(\\\"FX rate is required for foreign currency unless fx_status=missing/manual_override_required\\\")\\n 204| if fx is None:\\n 205| return status or \\\"missing\\\", None, source, None, None, warnings\\n 206| gross_chf = gross * fx\\n 207| fee_chf = fee * fx\\n 208| tax_chf = tax * fx\\n 209| net_chf = gross_chf - fee_chf - tax_chf\\n 210| return status or \\\"ok\\\", decimal_text(fx), source, decimal_text(gross_chf, \\\"0.0001\\\"), decimal_text(net_chf, \\\"0.0001\\\"), warnings\\n 211|\\n 212|\\n 213|def _insert_transaction(\\n 214| conn: Connection,\\n 215| *,\\n 216| transaction_type: str,\\n 217| account_id: str,\\n 218| instrument_id: str,\\n 219| trade_date: str,\\n 220| quantity: Decimal | None,\\n 221| gross: Decimal,\\n 222| fee: Decimal,\\n 223| tax: Decimal,\\n 224| currency: str,\\n 225| fx_rate_to_chf_text: str | None,\\n 226| fx_source: str | None,\\n 227| fx_status: str,\\n 228| note: str,\\n 229|) -> tuple[str, list[str]]:\\n 230| now = utc_now()\\n 231| status, fx_text, fx_source_value, gross_chf, net_chf, warnings = _fx_values(\\n 232| conn,\\n 233| currency=currency,\\n 234| gross=gross,\\n 235| fee=fee,\\n 236| tax=tax,\\n 237| fx_rate_text=fx_rate_to_chf_text,\\n 238| fx_source=fx_source,\\n 239| fx_status=fx_status,\\n 240| entity_hint=instrument_id,\\n 241| )\\n 242| tx_id = stable_id(\\\"tx\\\", transaction_type, account_id, instrument_id, trade_date, decimal_text(quantity) if quantity is not None else \\\"\\\", decimal_text(gross), now)\\n 243| conn.execute(\\n 244| \\\"\\\"\\\"\\n 245| INSERT INTO transactions(\\n 246| transaction_id, transaction_type, account_id, instrument_id, trade_date,\\n 247| quantity, gross_amount_original, fee_original, tax_original, net_amount_original,\\n 248| currency_original, fx_rate_to_chf, fx_source, fx_status, gross_amount_chf,\\n 249| fee_chf, tax_chf, net_amount_chf, source_type, source_id, is_confirmed,\\n 250| quality_status, notes, created_at\\n 251| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'manual_dashboard', ?, 1, ?, ?, ?)\\n 252| \\\"\\\"\\\",\\n 253| (\\n 254| tx_id,\\n 255| transaction_type,\\n 256| account_id,\\n 257| instrument_id,\\n 258| trade_date,\\n 259| decimal_text(quantity) if quantity is not None else None,\\n 260| decimal_text(gross),\\n 261| decimal_text(fee),\\n 262| decimal_text(tax),\\n 263| decimal_text(gross - fee - tax),\\n 264| currency,\\n 265| fx_text,\\n 266| fx_source_value,\\n 267| status,\\n 268| gross_chf,\\n 269| decimal_text(fee * Decimal(fx_text), \\\"0.0001\\\") if fx_text else None,\\n 270| decimal_text(tax * Decimal(fx_text), \\\"0.0001\\\") if fx_text else None,\\n 271| net_chf,\\n 272| tx_id,\\n 273| \\\"incomplete\\\" if warnings else \\\"ok\\\",\\n 274| note,\\n 275| now,\\n 276| ),\\n 277| )\\n 278| return tx_id, warnings\\n 279|\\n 280|\\n 281|def add_equity_initial_snapshot(\\n 282| conn: Connection,\\n 283| *,\\n 284| account_id: str,\\n 285| asset_class: str,\\n 286| name: str,\\n 287| isin: str = \\\"\\\",\\n 288| ticker: str = \\\"\\\",\\n 289| exchange: str = \\\"\\\",\\n 290| currency: str,\\n 291| quantity_text: str,\\n 292| cost_basis_original_text: str,\\n 293| snapshot_date: str,\\n 294| category: str = \\\"Unknown\\\",\\n 295| note: str,\\n 296| confirm: bool,\\n 297| fx_rate_to_chf_text: str | None = None,\\n 298| fx_source: str | None = None,\\n 299| fx_status: str = \\\"ok\\\",\\n 300| ter_text: str | None = None,\\n 301| distribution_policy: str | None = None,\\n 302| index_name: str | None = None,\\n 303| fund_domicile: str | None = None,\\n 304| benchmark: str | None = None,\\n 305|) -> EquityManageResult:\\n 306| _require_confirm(confirm)\\n 307| account_id = _require_account(conn, account_id)\\n 308| asset_class = _normalize_asset_class(asset_class)\\n 309| currency = _require_currency(currency)\\n 310| snapshot_date = _require_date(snapshot_date)\\n 311| note = _require_note(note, reason=\\\"initial_position_snapshot with incomplete history\\\")\\n 312| qty = parse_decimal_text(quantity_text, field_name=\\\"quantity\\\")\\n 313| if qty <= 0:\\n 314| raise ValueError(\\\"quantity must be > 0\\\")\\n 315| gross = parse_decimal_text(cost_basis_original_text, field_name=\\\"cost basis\\\")\\n 316| if gross < 0:\\n 317| raise ValueError(\\\"cost basis must be >= 0\\\")\\n 318| instrument_id = _ensure_instrument(\\n 319| conn,\\n 320| asset_class=asset_class,\\n 321| name=name,\\n 322| isin=isin,\\n 323| ticker=ticker,\\n 324| exchange=exchange,\\n 325| currency=currency,\\n 326| category=category,\\n 327| note=note,\\n 328| ter_text=ter_text,\\n 329| distribution_policy=distribution_policy,\\n 330| index_name=index_name,\\n 331| fund_domicile=fund_domicile,\\n 332| benchmark=benchmark,\\n 333| )\\n 334| existing_position = calculate_positions(conn).positions.get((account_id, instrument_id))\\n 335| if existing_position and existing_position.quantity != 0:\\n 336| raise ValueError(\\\"initial snapshot would overwrite an existing position; use manual_adjustment\\\")\\n 337| tx_id, warnings = _insert_transaction(\\n 338| conn,\\n 339| transaction_type=\\\"initial_position_snapshot\\\",\\n 340| account_id=account_id,\\n 341| instrument_id=instrument_id,\\n 342| trade_date=snapshot_date,\\n 343| quantity=qty,\\n 344| gross=gross,\\n 345| fee=Decimal(\\\"0\\\"),\\n 346| tax=Decimal(\\\"0\\\"),\\n 347| currency=currency,\\n 348| fx_rate_to_chf_text=fx_rate_to_chf_text,\\n 349| fx_source=fx_source,\\n 350| fx_status=fx_status,\\n 351| note=note,\\n 352| )\\n 353| record_audit_event(\\n 354| conn,\\n 355| source=\\\"equity_manage\\\",\\n 356| action=\\\"equity_initial_position_snapshot\\\",\\n 357| entity_type=\\\"transaction\\\",\\n 358| entity_id=tx_id,\\n 359| new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": \\\"initial_position_snapshot\\\"},\\n 360| user_text_note=note,\\n 361| confirmed=True,\\n 362| created_by=\\\"dashboard\\\",\\n 363| )\\n 364| conn.commit()\\n 365| return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n 366|\\n 367|\\n 368|def add_equity_transaction(\\n 369| conn: Connection,\\n 370| *,\\n 371| account_id: str,\\n 372| instrument_id: str,\\n 373| transaction_type: str,\\n 374| trade_date: str,\\n 375| quantity_text: str,\\n 376| gross_amount_original_text: str,\\n 377| currency: str,\\n 378| note: str,\\n 379| confirm: bool,\\n 380| fee_original_text: str = \\\"0\\\",\\n 381| tax_original_text: str = \\\"0\\\",\\n 382| fx_rate_to_chf_text: str | None = None,\\n 383| fx_source: str | None = None,\\n 384| fx_status: str = \\\"ok\\\",\\n 385|) -> EquityManageResult:\\n 386| _require_confirm(confirm)\\n 387| account_id = _require_account(conn, account_id)\\n 388| instrument_id = _require_instrument(conn, instrument_id)\\n 389| transaction_type = str(transaction_type).strip()\\n 390| if transaction_type not in VALID_TRANSACTION_TYPES:\\n 391| raise ValueError(\\\"unsupported equity transaction type\\\")\\n 392| trade_date = _require_date(trade_date)\\n 393| currency = _require_currency(currency)\\n 394| if transaction_type == \\\"manual_adjustment\\\":\\n 395| note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n 396| else:\\n 397| note = str(note or \\\"\\\").strip() or f\\\"manual {transaction_type}\\\"\\n 398| qty = parse_decimal_text(quantity_text, field_name=\\\"quantity\\\")\\n 399| gross = parse_decimal_text(gross_amount_original_text, field_name=\\\"gross amount\\\")\\n 400| fee = parse_decimal_text(fee_original_text, field_name=\\\"fee\\\")\\n 401| tax = parse_decimal_text(tax_original_text, field_name=\\\"tax\\\")\\n 402| if transaction_type in {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"initial_position_snapshot\\\"} and qty <= 0:\\n 403| raise ValueError(\\\"quantity must be > 0\\\")\\n 404| if transaction_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"}:\\n 405| qty = Decimal(\\\"0\\\")\\n 406| if transaction_type in {\\\"partial_sell\\\", \\\"full_sell\\\"}:\\n 407| current = calculate_positions(conn).positions.get((account_id, instrument_id))\\n 408| current_qty = current.quantity if current else Decimal(\\\"0\\\")\\n 409| if qty > current_qty:\\n 410| raise ValueError(\\\"sell would create negative position\\\")\\n 411| if transaction_type == \\\"full_sell\\\" and qty != current_qty:\\n 412| raise ValueError(\\\"full_sell quantity must match current position\\\")\\n 413| tx_id, warnings = _insert_transaction(\\n 414| conn,\\n 415| transaction_type=transaction_type,\\n 416| account_id=account_id,\\n 417| instrument_id=instrument_id,\\n 418| trade_date=trade_date,\\n 419| quantity=qty,\\n 420| gross=gross,\\n 421| fee=fee,\\n 422| tax=tax,\\n 423| currency=currency,\\n 424| fx_rate_to_chf_text=fx_rate_to_chf_text,\\n 425| fx_source=fx_source,\\n 426| fx_status=fx_status,\\n 427| note=note,\\n 428| )\\n 429| record_audit_event(\\n 430| conn,\\n 431| source=\\\"equity_manage\\\",\\n 432| action=f\\\"equity_{transaction_type}\\\",\\n 433| entity_type=\\\"transaction\\\",\\n 434| entity_id=tx_id,\\n 435| new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": transaction_type},\\n 436| user_text_note=note,\\n 437| confirmed=True,\\n 438| created_by=\\\"dashboard\\\",\\n 439| )\\n 440| conn.commit()\\n 441| return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n 442|\\n 443|\\n 444|def _ensure_instrument_from_catalog(conn: Connection, *, catalog_entry_id: str, note: str) -> str:\\n 445| row = conn.execute(\\\"SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?\\\", (catalog_entry_id,)).fetchone()\\n 446| if row is None:\\n 447| raise ValueError(\\\"catalog entry not found\\\")\\n 448| asset_class = \\\"etf\\\" if row[\\\"asset_class\\\"] == \\\"etf\\\" else \\\"stock\\\"\\n 449| currency = _require_currency(row[\\\"instrument_currency\\\"] or row[\\\"trading_currency\\\"] or \\\"CHF\\\")\\n 450| isin = (row[\\\"isin\\\"] or \\\"\\\").strip().upper()\\n 451| ticker = (row[\\\"ticker\\\"] or \\\"\\\").strip().upper()\\n 452| exchange = (row[\\\"exchange\\\"] or \\\"\\\").strip().upper()\\n 453| existing = None\\n 454| if isin:\\n 455| existing = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=? AND currency=?\\\", (isin, exchange, currency)).fetchone()\\n 456| if existing is None and ticker and exchange:\\n 457| existing = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE upper(ticker)=upper(?) AND COALESCE(exchange,'')=? AND currency=?\\\", (ticker, exchange, currency)).fetchone()\\n 458| if existing:\\n 459| instrument_id = existing[\\\"instrument_id\\\"]\\n 460| else:\\n 461| instrument_id = stable_id(\\\"instrument\\\", isin or ticker or row[\\\"name\\\"], exchange, currency)\\n 462| conn.execute(\\n 463| \\\"\\\"\\\"\\n 464| INSERT INTO instruments(\\n 465| instrument_id, asset_class, name, ticker, isin, exchange, currency,\\n 466| notes, is_currency_hedged, hedged_to_currency, hedge_status,\\n 467| trading_currency, instrument_status, valuation_policy, created_at\\n 468| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 469| \\\"\\\"\\\",\\n 470| (\\n 471| instrument_id, asset_class, row[\\\"name\\\"], ticker, isin, exchange, currency, note,\\n 472| (1 if row[\\\"is_currency_hedged\\\"] else 0), row[\\\"hedged_to_currency\\\"], row[\\\"hedge_status\\\"] or \\\"unknown\\\",\\n 473| row[\\\"trading_currency\\\"], row[\\\"instrument_status\\\"] or \\\"unknown\\\", row[\\\"valuation_policy\\\"] or \\\"live_price\\\", utc_now(),\\n 474| ),\\n 475| )\\n 476| if row[\\\"provider_symbol\\\"]:\\n 477| from jarvis_finance.market_data.mappings import confirm_instrument_price_mapping\\n 478| confirm_instrument_price_mapping(\\n 479| conn,\\n 480| instrument_id=instrument_id,\\n 481| provider=row[\\\"provider\\\"] or \\\"manual\\\",\\n 482| provider_symbol=row[\\\"provider_symbol\\\"],\\n 483| provider_market=row[\\\"provider_market\\\"] or exchange,\\n 484| confidence=row[\\\"source_confidence\\\"] or \\\"low\\\",\\n 485| note=note,\\n 486| exchange=exchange,\\n 487| currency=row[\\\"trading_currency\\\"] or currency,\\n 488| hedge_status=row[\\\"hedge_status\\\"] if row[\\\"hedge_status\\\"] != \\\"unknown\\\" else None,\\n 489| hedged_to_currency=row[\\\"hedged_to_currency\\\"],\\n 490| instrument_status=row[\\\"instrument_status\\\"] if row[\\\"instrument_status\\\"] != \\\"unknown\\\" else None,\\n 491| valuation_policy=row[\\\"valuation_policy\\\"],\\n 492| trading_currency=row[\\\"trading_currency\\\"] or currency,\\n 493| created_by=\\\"dashboard\\\",\\n 494| )\\n 495| else:\\n 496| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"missing_provider_symbol\\\", message=\\\"Manual catalog position has no provider symbol; market price unavailable.\\\", evidence={\\\"catalog_entry_id\\\": catalog_entry_id}, fingerprint=\\\"missing_provider_symbol\\\")\\n 497| ensure_instrument_metadata_quality(conn, instrument_id=instrument_id)\\n 498| return instrument_id\\n 499|\\n 500|\\n 501|\", \"total_lines\": 642, \"file_size\": 25987, \"truncated\": true, \"hint\": \"Use offset=501 to continue reading (showing 1-500 of 642 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_692qiI6xyiGZSfO2zqG67cfK" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import hashlib\\n 4|from datetime import datetime, timezone\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from .schema import INITIAL_SCHEMA_SQL\\n 8|\\n 9|MIGRATION_VERSION = 15\\n 10|MIGRATION_NAME = \\\"015_instrument_import_candidates\\\"\\n 11|\\n 12|INSTRUMENT_OPTIONAL_COLUMNS = {\\n 13| \\\"position_category\\\": \\\"TEXT\\\",\\n 14| \\\"ter\\\": \\\"TEXT\\\",\\n 15| \\\"distribution_policy\\\": \\\"TEXT\\\",\\n 16| \\\"index_name\\\": \\\"TEXT\\\",\\n 17| \\\"fund_domicile\\\": \\\"TEXT\\\",\\n 18| \\\"benchmark\\\": \\\"TEXT\\\",\\n 19| \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 20| \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n 21| \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 22| \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n 23| \\\"trading_currency\\\": \\\"TEXT\\\",\\n 24| \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 25| \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n 26| \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n 27| \\\"split_or_corporate_action_review_required\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 28|}\\n 29|\\n 30|TEXT_AFFINITY_COLUMNS = {\\n 31| \\\"transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_original\\\", \\\"tax_original\\\", \\\"net_amount_original\\\", \\\"fx_rate_to_chf\\\", \\\"gross_amount_chf\\\", \\\"fee_chf\\\", \\\"tax_chf\\\", \\\"net_amount_chf\\\"},\\n 32| \\\"crypto_holdings\\\": {\\\"quantity\\\", \\\"legacy_snapshot_value_original\\\", \\\"legacy_snapshot_value_chf\\\"},\\n 33| \\\"crypto_transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_quantity\\\", \\\"fee_original\\\", \\\"fx_rate_to_chf\\\", \\\"amount_chf\\\"},\\n 34| \\\"crypto_prices\\\": {\\\"price\\\", \\\"market_cap\\\", \\\"volume_24h\\\", \\\"change_24h_pct\\\"},\\n 35| \\\"fx_rates\\\": {\\\"rate\\\"},\\n 36| \\\"market_prices\\\": {\\\"open\\\", \\\"high\\\", \\\"low\\\", \\\"close\\\", \\\"adjusted_close\\\"},\\n 37|}\\n 38|\\n 39|\\n 40|def utc_now() -> str:\\n 41| return datetime.now(timezone.utc).isoformat()\\n 42|\\n 43|\\n 44|def checksum_sql(sql: str) -> str:\\n 45| return hashlib.sha256(sql.encode(\\\"utf-8\\\")).hexdigest()\\n 46|\\n 47|\\n 48|def get_schema_version(conn: Connection) -> int:\\n 49| row = conn.execute(\\\"SELECT MAX(version) AS version FROM schema_migrations\\\").fetchone()\\n 50| return int(row[\\\"version\\\"] or 0) if row else 0\\n 51|\\n 52|\\n 53|def _table_columns(conn: Connection, table: str) -> dict[str, str]:\\n 54| return {row[\\\"name\\\"]: (row[\\\"type\\\"] or \\\"\\\") for row in conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()}\\n 55|\\n 56|\\n 57|def _add_missing_instrument_columns(conn: Connection) -> None:\\n 58| existing = _table_columns(conn, \\\"instruments\\\")\\n 59| for name, col_type in INSTRUMENT_OPTIONAL_COLUMNS.items():\\n 60| if name not in existing:\\n 61| conn.execute(f\\\"ALTER TABLE instruments ADD COLUMN {name} {col_type}\\\")\\n 62|\\n 63|\\n 64|def _rebuild_table_with_text_columns(conn: Connection, table: str, text_columns: set[str]) -> None:\\n 65| cols = conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()\\n 66| if not cols:\\n 67| return\\n 68| needs_rebuild = any(row[\\\"name\\\"] in text_columns and (row[\\\"type\\\"] or \\\"\\\").upper() != \\\"TEXT\\\" for row in cols)\\n 69| if not needs_rebuild:\\n 70| return\\n 71| tmp = f\\\"{table}__text_migration\\\"\\n 72| col_defs: list[str] = []\\n 73| pk_cols = [row[\\\"name\\\"] for row in cols if row[\\\"pk\\\"]]\\n 74| for row in cols:\\n 75| name = row[\\\"name\\\"]\\n 76| col_type = \\\"TEXT\\\" if name in text_columns else (row[\\\"type\\\"] or \\\"TEXT\\\")\\n 77| parts = [name, col_type]\\n 78| if row[\\\"pk\\\"] and len(pk_cols) == 1:\\n 79| parts.append(\\\"PRIMARY KEY\\\")\\n 80| if row[\\\"notnull\\\"]:\\n 81| parts.append(\\\"NOT NULL\\\")\\n 82| if row[\\\"dflt_value\\\"] is not None:\\n 83| parts.append(f\\\"DEFAULT {row['dflt_value']}\\\")\\n 84| col_defs.append(\\\" \\\".join(parts))\\n 85| if len(pk_cols) > 1:\\n 86| col_defs.append(\\\"PRIMARY KEY (\\\" + \\\", \\\".join(pk_cols) + \\\")\\\")\\n 87| conn.execute(f\\\"DROP TABLE IF EXISTS {tmp}\\\")\\n 88| conn.execute(f\\\"CREATE TABLE {tmp} (\\\" + \\\", \\\".join(col_defs) + \\\")\\\")\\n 89| names = [row[\\\"name\\\"] for row in cols]\\n 90| select_exprs = [f\\\"CAST({name} AS TEXT)\\\" if name in text_columns else name for name in names]\\n 91| conn.execute(f\\\"INSERT INTO {tmp} ({', '.join(names)}) SELECT {', '.join(select_exprs)} FROM {table}\\\")\\n 92| conn.execute(f\\\"DROP TABLE {table}\\\")\\n 93| conn.execute(f\\\"ALTER TABLE {tmp} RENAME TO {table}\\\")\\n 94| if table == \\\"crypto_holdings\\\":\\n 95| conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_crypto_holdings_asset_wallet ON crypto_holdings(asset_id, wallet_id)\\\")\\n 96|\\n 97|\\n 98|def _add_missing_columns(conn: Connection, table: str, columns: dict[str, str]) -> None:\\n 99| existing = _table_columns(conn, table)\\n 100| for name, col_type in columns.items():\\n 101| if name not in existing:\\n 102| conn.execute(f\\\"ALTER TABLE {table} ADD COLUMN {name} {col_type}\\\")\\n 103|\\n 104|\\n 105|def _create_broker_bank_mapping_tables(conn: Connection) -> None:\\n 106| conn.executescript(\\n 107| \\\"\\\"\\\"\\n 108| CREATE TABLE IF NOT EXISTS instrument_mappings (\\n 109| mapping_id TEXT PRIMARY KEY,\\n 110| source_name TEXT,\\n 111| source_platform TEXT NOT NULL,\\n 112| source_account TEXT,\\n 113| source_label TEXT NOT NULL,\\n 114| normalized_name TEXT NOT NULL,\\n 115| isin TEXT,\\n 116| ticker TEXT,\\n 117| exchange TEXT,\\n 118| currency TEXT,\\n 119| asset_class TEXT NOT NULL DEFAULT 'other',\\n 120| source_instrument_name TEXT,\\n 121| source_isin TEXT,\\n 122| source_ticker TEXT,\\n 123| source_exchange TEXT,\\n 124| source_currency TEXT,\\n 125| instrument_id TEXT REFERENCES instruments(instrument_id),\\n 126| mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 127| confidence TEXT NOT NULL DEFAULT '0',\\n 128| quality_flags_json TEXT,\\n 129| notes TEXT,\\n 130| created_at TEXT NOT NULL,\\n 131| updated_at TEXT\\n 132| );\\n 133|\\n 134| CREATE TABLE IF NOT EXISTS platform_account_mappings (\\n 135| mapping_id TEXT PRIMARY KEY,\\n 136| source_name TEXT,\\n 137| source_platform TEXT NOT NULL,\\n 138| source_platform_label TEXT,\\n 139| source_account_label TEXT NOT NULL,\\n 140| normalized_platform TEXT NOT NULL,\\n 141| normalized_account_name TEXT NOT NULL,\\n 142| source_account_type TEXT,\\n 143| account_type TEXT NOT NULL DEFAULT 'other',\\n 144| source_currency TEXT,\\n 145| currency TEXT,\\n 146| platform_id TEXT REFERENCES platforms(platform_id),\\n 147| account_id TEXT REFERENCES accounts(account_id),\\n 148| internal_platform_id TEXT REFERENCES platforms(platform_id),\\n 149| internal_account_id TEXT REFERENCES accounts(account_id),\\n 150| mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 151| quality_flags_json TEXT,\\n 152| notes TEXT,\\n 153| created_at TEXT NOT NULL,\\n 154| updated_at TEXT\\n 155| );\\n 156|\\n 157| CREATE TABLE IF NOT EXISTS broker_import_dry_runs (\\n 158| dry_run_id TEXT PRIMARY KEY,\\n 159| source_name TEXT,\\n 160| source_platform TEXT NOT NULL,\\n 161| source_file_label TEXT,\\n 162| source_file_type TEXT NOT NULL,\\n 163| source_hash TEXT,\\n 164| source_filename_hash TEXT,\\n 165| detected_snapshot_date TEXT,\\n 166| snapshot_date_status TEXT NOT NULL DEFAULT 'missing',\\n 167| detected_sections_json TEXT NOT NULL,\\n 168| field_coverage_json TEXT,\\n 169| rows_total INTEGER NOT NULL DEFAULT 0,\\n 170| rows_position_candidates INTEGER NOT NULL DEFAULT 0,\\n 171| rows_cash_candidates INTEGER NOT NULL DEFAULT 0,\\n 172| candidate_positions INTEGER NOT NULL DEFAULT 0,\\n 173| candidate_cash_rows INTEGER NOT NULL DEFAULT 0,\\n 174| mapped_positions INTEGER NOT NULL DEFAULT 0,\\n 175| blocked_positions INTEGER NOT NULL DEFAULT 0,\\n 176| warnings_count INTEGER NOT NULL DEFAULT 0,\\n 177| errors_count INTEGER NOT NULL DEFAULT 0,\\n 178| quality_flags_json TEXT NOT NULL,\\n 179| summary_json TEXT NOT NULL DEFAULT '{}',\\n 180| created_at TEXT NOT NULL,\\n 181| notes TEXT\\n 182| );\\n 183| \\\"\\\"\\\"\\n 184| )\\n 185| _add_missing_columns(conn, \\\"instrument_mappings\\\", {\\n 186| \\\"source_name\\\": \\\"TEXT\\\",\\n 187| \\\"source_platform\\\": \\\"TEXT\\\",\\n 188| \\\"source_account\\\": \\\"TEXT\\\",\\n 189| \\\"source_label\\\": \\\"TEXT\\\",\\n 190| \\\"normalized_name\\\": \\\"TEXT\\\",\\n 191| \\\"isin\\\": \\\"TEXT\\\",\\n 192| \\\"ticker\\\": \\\"TEXT\\\",\\n 193| \\\"exchange\\\": \\\"TEXT\\\",\\n 194| \\\"currency\\\": \\\"TEXT\\\",\\n 195| \\\"asset_class\\\": \\\"TEXT DEFAULT 'other'\\\",\\n 196| \\\"confidence\\\": \\\"TEXT DEFAULT '0'\\\",\\n 197| })\\n 198| _add_missing_columns(conn, \\\"platform_account_mappings\\\", {\\n 199| \\\"source_platform\\\": \\\"TEXT\\\",\\n 200| \\\"normalized_platform\\\": \\\"TEXT\\\",\\n 201| \\\"normalized_account_name\\\": \\\"TEXT\\\",\\n 202| \\\"account_type\\\": \\\"TEXT DEFAULT 'other'\\\",\\n 203| \\\"currency\\\": \\\"TEXT\\\",\\n 204| \\\"internal_platform_id\\\": \\\"TEXT\\\",\\n 205| \\\"internal_account_id\\\": \\\"TEXT\\\",\\n 206| })\\n 207| _add_missing_columns(conn, \\\"broker_import_dry_runs\\\", {\\n 208| \\\"source_platform\\\": \\\"TEXT\\\",\\n 209| \\\"source_filename_hash\\\": \\\"TEXT\\\",\\n 210| \\\"detected_snapshot_date\\\": \\\"TEXT\\\",\\n 211| \\\"snapshot_date_status\\\": \\\"TEXT DEFAULT 'missing'\\\",\\n 212| \\\"candidate_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n 213| \\\"candidate_cash_rows\\\": \\\"INTEGER DEFAULT 0\\\",\\n 214| \\\"mapped_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n 215| \\\"blocked_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n 216| \\\"warnings_count\\\": \\\"INTEGER DEFAULT 0\\\",\\n 217| \\\"errors_count\\\": \\\"INTEGER DEFAULT 0\\\",\\n 218| \\\"summary_json\\\": \\\"TEXT DEFAULT '{}'\\\",\\n 219| \\\"session_status\\\": \\\"TEXT DEFAULT 'active'\\\",\\n 220| \\\"is_current\\\": \\\"INTEGER DEFAULT 0\\\",\\n 221| \\\"archived_at\\\": \\\"TEXT\\\",\\n 222| \\\"discarded_at\\\": \\\"TEXT\\\",\\n 223| })\\n 224|\\n 225|\\n 226|def _create_broker_import_review_items(conn: Connection) -> None:\\n 227| conn.executescript(\\n 228| \\\"\\\"\\\"\\n 229| CREATE TABLE IF NOT EXISTS broker_import_review_items (\\n 230| review_item_id TEXT PRIMARY KEY,\\n 231| dry_run_id TEXT NOT NULL REFERENCES broker_import_dry_runs(dry_run_id),\\n 232| source_platform TEXT NOT NULL,\\n 233| source_file_type TEXT NOT NULL,\\n 234| source_row_ref TEXT NOT NULL,\\n 235| row_hash TEXT NOT NULL,\\n 236| source_label TEXT,\\n 237| normalized_name TEXT,\\n 238| detected_asset_class TEXT,\\n 239| detected_currency TEXT,\\n 240| detected_quantity_present INTEGER NOT NULL DEFAULT 0,\\n 241| detected_market_value_present INTEGER NOT NULL DEFAULT 0,\\n 242| isin TEXT,\\n 243| ticker TEXT,\\n 244| exchange TEXT,\\n 245| mapped_instrument_id TEXT REFERENCES instruments(instrument_id),\\n 246| mapped_account_id TEXT REFERENCES accounts(account_id),\\n 247| quality_flags_json TEXT NOT NULL,\\n 248| review_status TEXT NOT NULL DEFAULT 'open',\\n 249| reviewer_note TEXT,\\n 250| created_at TEXT NOT NULL,\\n 251| updated_at TEXT\\n 252| );\\n 253| CREATE INDEX IF NOT EXISTS idx_broker_review_items_dry_run ON broker_import_review_items(dry_run_id);\\n 254| CREATE INDEX IF NOT EXISTS idx_broker_review_items_status ON broker_import_review_items(review_status);\\n 255| \\\"\\\"\\\"\\n 256| )\\n 257| _add_missing_columns(conn, \\\"broker_import_review_items\\\", {\\n 258| \\\"import_readiness_status\\\": \\\"TEXT DEFAULT 'not_ready'\\\",\\n 259| \\\"reviewer_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n 260| \\\"snapshot_date_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n 261| \\\"ticker_exchange_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n 262| \\\"account_mapping_status\\\": \\\"TEXT DEFAULT 'missing'\\\",\\n 263| })\\n 264|\\n 265|def _create_broker_import_execution_plans(conn: Connection) -> None:\\n 266| conn.executescript(\\n 267| \\\"\\\"\\\"\\n 268| CREATE TABLE IF NOT EXISTS broker_import_execution_plans (\\n 269| execution_plan_id TEXT PRIMARY KEY,\\n 270| dry_run_id TEXT NOT NULL REFERENCES broker_import_dry_runs(dry_run_id),\\n 271| review_item_id TEXT NOT NULL REFERENCES broker_import_review_items(review_item_id),\\n 272| source_platform TEXT NOT NULL,\\n 273| target_account_id TEXT NOT NULL REFERENCES accounts(account_id),\\n 274| target_instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n 275| transaction_type TEXT NOT NULL DEFAULT 'initial_position_snapshot',\\n 276| snapshot_date TEXT,\\n 277| payload_status TEXT NOT NULL,\\n 278| payload_quality_flags_json TEXT NOT NULL DEFAULT '[]',\\n 279| source_row_hash TEXT NOT NULL,\\n 280| planned_write_summary_json TEXT NOT NULL DEFAULT '{}',\\n 281| execution_status TEXT NOT NULL DEFAULT 'planned',\\n 282| transaction_id TEXT REFERENCES transactions(transaction_id),\\n 283| created_at TEXT NOT NULL,\\n 284| updated_at TEXT,\\n 285| executed_at TEXT,\\n 286| notes TEXT\\n 287| );\\n 288| CREATE UNIQUE INDEX IF NOT EXISTS idx_broker_execution_plan_review_item ON broker_import_execution_plans(review_item_id);\\n 289| CREATE UNIQUE INDEX IF NOT EXISTS idx_broker_execution_plan_source_hash ON broker_import_execution_plans(source_row_hash, target_account_id, target_instrument_id, transaction_type);\\n 290| \\\"\\\"\\\"\\n 291| )\\n 292|\\n 293|def _add_transaction_void_columns(conn: Connection) -> None:\\n 294| _add_missing_columns(conn, \\\"transactions\\\", {\\n 295| \\\"is_voided\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 296| \\\"voided_at\\\": \\\"TEXT\\\",\\n 297| \\\"void_reason\\\": \\\"TEXT\\\",\\n 298| \\\"voided_by\\\": \\\"TEXT\\\",\\n 299| \\\"correction_of_transaction_id\\\": \\\"TEXT REFERENCES transactions(transaction_id)\\\",\\n 300| \\\"correction_reason\\\": \\\"TEXT\\\",\\n 301| })\\n 302| conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_transactions_voided ON transactions(is_voided)\\\")\\n 303| conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_transactions_correction_of ON transactions(correction_of_transaction_id)\\\")\\n 304|\\n 305|\\n 306|def _create_fx_market_data_tables(conn: Connection) -> None:\\n 307| conn.executescript(\\n 308| \\\"\\\"\\\"\\n 309| CREATE TABLE IF NOT EXISTS instrument_price_mappings (\\n 310| mapping_id TEXT PRIMARY KEY,\\n 311| instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n 312| isin TEXT,\\n 313| ticker TEXT,\\n 314| exchange TEXT,\\n 315| currency TEXT,\\n 316| provider TEXT NOT NULL,\\n 317| provider_symbol TEXT,\\n 318| provider_market TEXT,\\n 319| mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 320| confidence TEXT,\\n 321| notes TEXT,\\n 322| created_at TEXT NOT NULL,\\n 323| updated_at TEXT,\\n 324| UNIQUE(instrument_id, provider)\\n 325| );\\n 326| CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_status ON instrument_price_mappings(mapping_status);\\n 327| CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_provider_symbol ON instrument_price_mappings(provider, provider_symbol);\\n 328| \\\"\\\"\\\"\\n 329| )\\n 330| _add_missing_columns(conn, \\\"market_prices\\\", {\\n 331| \\\"provider_market\\\": \\\"TEXT\\\",\\n 332| \\\"error_message\\\": \\\"TEXT\\\",\\n 333| \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n 334| })\\n 335| _add_missing_columns(conn, \\\"fx_rates\\\", {\\n 336| \\\"error_status\\\": \\\"TEXT\\\",\\n 337| \\\"error_message\\\": \\\"TEXT\\\",\\n 338| })\\n 339| _add_missing_columns(conn, \\\"instrument_price_mappings\\\", {\\n 340| \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 341| \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 342| \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n 343| \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 344| \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n 345| \\\"trading_currency\\\": \\\"TEXT\\\",\\n 346| \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n 347| })\\n 348| conn.executescript(\\n 349| \\\"\\\"\\\"\\n 350| CREATE TABLE IF NOT EXISTS instrument_catalog_entries (\\n 351| catalog_entry_id TEXT PRIMARY KEY,\\n 352| asset_class TEXT NOT NULL,\\n 353| name TEXT NOT NULL,\\n 354| normalized_name TEXT NOT NULL,\\n 355| isin TEXT,\\n 356| ticker TEXT,\\n 357| exchange TEXT,\\n 358| trading_currency TEXT,\\n 359| instrument_currency TEXT,\\n 360| provider TEXT,\\n 361| provider_symbol TEXT,\\n 362| provider_market TEXT,\\n 363| country TEXT,\\n 364| sector TEXT,\\n 365| issuer TEXT,\\n 366| fund_type TEXT,\\n 367| is_currency_hedged INTEGER,\\n 368| hedged_to_currency TEXT,\\n 369| hedge_status TEXT NOT NULL DEFAULT 'unknown',\\n 370| instrument_status TEXT NOT NULL DEFAULT 'unknown',\\n 371| valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n 372| source TEXT NOT NULL DEFAULT 'manual',\\n 373| source_confidence TEXT NOT NULL DEFAULT 'low',\\n 374| last_verified_at TEXT,\\n 375| notes TEXT,\\n 376| created_at TEXT NOT NULL,\\n 377| updated_at TEXT\\n 378| );\\n 379| CREATE INDEX IF NOT EXISTS idx_catalog_isin ON instrument_catalog_entries(isin);\\n 380| CREATE INDEX IF NOT EXISTS idx_catalog_ticker_exchange ON instrument_catalog_entries(ticker, exchange, trading_currency);\\n 381| CREATE INDEX IF NOT EXISTS idx_catalog_provider_symbol ON instrument_catalog_entries(provider, provider_symbol);\\n 382| CREATE INDEX IF NOT EXISTS idx_catalog_normalized_name ON instrument_catalog_entries(normalized_name);\\n 383| \\\"\\\"\\\"\\n 384| )\\n 385| conn.executescript(\\n 386| \\\"\\\"\\\"\\n 387| CREATE TABLE IF NOT EXISTS instrument_price_mapping_candidates (\\n 388| candidate_id TEXT PRIMARY KEY,\\n 389| instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n 390| isin TEXT,\\n 391| candidate_provider TEXT NOT NULL,\\n 392| candidate_provider_symbol TEXT NOT NULL,\\n 393| candidate_exchange TEXT,\\n 394| candidate_currency TEXT,\\n 395| candidate_name TEXT,\\n 396| candidate_asset_class TEXT,\\n 397| candidate_is_hedged INTEGER,\\n 398| candidate_hedged_to_currency TEXT,\\n 399| candidate_hedge_status TEXT NOT NULL DEFAULT 'unknown',\\n 400| candidate_instrument_status TEXT NOT NULL DEFAULT 'unknown',\\n 401| candidate_valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n 402| ranking_score INTEGER NOT NULL DEFAULT 0,\\n 403| ranking_reason TEXT,\\n 404| risk_flags TEXT,\\n 405| recommended_action TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 406| confidence TEXT NOT NULL DEFAULT 'low',\\n 407| evidence_source TEXT,\\n 408| evidence_note TEXT,\\n 409| review_status TEXT NOT NULL DEFAULT 'proposed',\\n 410| created_at TEXT NOT NULL,\\n 411| updated_at TEXT\\n 412| );\\n 413| CREATE INDEX IF NOT EXISTS idx_ipmc_instrument ON instrument_price_mapping_candidates(instrument_id);\\n 414| CREATE INDEX IF NOT EXISTS idx_ipmc_review_status ON instrument_price_mapping_candidates(review_status);\\n 415| CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence);\\n 416| \\\"\\\"\\\"\\n 417| )\\n 418| _add_missing_columns(conn, \\\"instrument_price_mapping_candidates\\\", {\\n 419| \\\"candidate_asset_class\\\": \\\"TEXT\\\",\\n 420| \\\"candidate_hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 421| \\\"candidate_valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n 422| \\\"ranking_score\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 423| \\\"ranking_reason\\\": \\\"TEXT\\\",\\n 424| \\\"risk_flags\\\": \\\"TEXT\\\",\\n 425| \\\"recommended_action\\\": \\\"TEXT NOT NULL DEFAULT 'needs_manual_review'\\\",\\n 426| })\\n 427| conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n 428| conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n 429| conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n 430| conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n 431| conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n 432|\\n 433|\\n 434|def _create_instrument_import_candidates(conn: Connection) -> None:\\n 435| conn.executescript(\\n 436| \\\"\\\"\\\"\\n 437| CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n 438| candidate_id TEXT PRIMARY KEY,\\n 439| source_file TEXT NOT NULL,\\n 440| platform TEXT NOT NULL,\\n 441| account TEXT,\\n 442| source_row_number TEXT,\\n 443| raw_name TEXT,\\n 444| raw_ticker TEXT,\\n 445| raw_isin TEXT,\\n 446| raw_currency TEXT,\\n 447| raw_quantity TEXT,\\n 448| raw_asset_class TEXT,\\n 449| extracted_by TEXT NOT NULL DEFAULT 'deterministic_parser',\\n 450| extraction_confidence TEXT NOT NULL DEFAULT 'low',\\n 451| proposed_name TEXT,\\n 452| proposed_ticker TEXT,\\n 453| proposed_isin TEXT,\\n 454| proposed_exchange TEXT,\\n 455| proposed_currency TEXT,\\n 456| proposed_asset_class TEXT,\\n 457| provider TEXT,\\n 458| provider_symbol TEXT,\\n 459| mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 460| review_note TEXT,\\n 461| created_at TEXT NOT NULL,\\n 462| updated_at TEXT\\n 463| );\\n 464| CREATE INDEX IF NOT EXISTS idx_instrument_import_candidates_status ON instrument_import_candidates(mapping_status);\\n 465| CREATE INDEX IF NOT EXISTS idx_instrument_import_candidates_platform ON instrument_import_candidates(platform);\\n 466| CREATE INDEX IF NOT EXISTS idx_instrument_import_candidates_isin ON instrument_import_candidates(proposed_isin, raw_isin);\\n 467| \\\"\\\"\\\"\\n 468| )\\n 469| _add_missing_columns(conn, \\\"instrument_import_candidates\\\", {\\n 470| \\\"account\\\": \\\"TEXT\\\",\\n 471| \\\"provider\\\": \\\"TEXT\\\",\\n 472| \\\"provider_symbol\\\": \\\"TEXT\\\",\\n 473| \\\"review_note\\\": \\\"TEXT\\\",\\n 474| })\\n 475|\\n 476|\\n 477|\\n 478|def _apply_compat_migrations(conn: Connection) -> None:\\n 479| _add_missing_instrument_columns(conn)\\n 480| for table, text_columns in TEXT_AFFINITY_COLUMNS.items():\\n 481| _rebuild_table_with_text_columns(conn, table, text_columns)\\n 482| _create_broker_bank_mapping_tables(conn)\\n 483| _create_broker_import_review_items(conn)\\n 484| _create_broker_import_execution_plans(conn)\\n 485| _add_transaction_void_columns(conn)\\n 486| _create_fx_market_data_tables(conn)\\n 487| _create_instrument_import_candidates(conn)\\n 488|\\n 489|\\n 490|def apply_migrations(conn: Connection) -> None:\\n 491| conn.executescript(INITIAL_SCHEMA_SQL)\\n 492| existing_initial = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = 1\\\").fetchone()\\n 493| if not existing_initial:\\n 494| conn.execute(\\n 495| \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n 496| (1, \\\"001_initial_schema\\\", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),\\n 497| )\\n 498| _apply_compat_migrations(conn)\\n 499| existing = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = ?\\\", (MIGRATION_VERSION,)).fetchone()\\n 500| if not existing:\\n 501| conn.execute(\\n 502| \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n 503| (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),\\n 504| )\\n 505| conn.commit()\\n 506|\", \"total_lines\": 505, \"file_size\": 22186, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_TjGo1BdgN8kK3kSZqM3paCsz" }, { "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, defer_candidate, qwen_resolve_staged_candidates, 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(\\\"Review-only: Bestätigung schreibt nur Kandidatenstatus + Audit-Log. Kein Initial-Snapshot-Import aus dieser Ansicht.\\\")\\n 102| summary = data.get_instrument_import_candidate_summary(conn)\\n 103| st.write(summary)\\n 104| if st.button(\\\"Qwen Review-Hilfe auf sanitizte Kandidaten anwenden\\\", key=\\\"instrument_candidate_qwen_resolve\\\"):\\n 105| try:\\n 106| result = qwen_resolve_staged_candidates(conn)\\n 107| st.success(\\\"Qwen Review-Hilfe ausgeführt; keine Buchung erstellt.\\\")\\n 108| st.write({\\\"qwen_available\\\": result.qwen_available, \\\"model\\\": result.model, \\\"improved\\\": result.improved, \\\"manual_review_remaining\\\": result.manual_review_remaining})\\n 109| except Exception as exc:\\n 110| st.error(f\\\"Qwen Review-Hilfe abgelehnt: {exc}\\\")\\n 111| safe_rows = data.get_instrument_import_candidates(conn, status=\\\"exact_isin_match\\\")\\n 112| review_rows = [r for r in data.get_instrument_import_candidates(conn) if r.get(\\\"mapping_status\\\") in {\\\"needs_manual_review\\\", \\\"probable\\\"}]\\n 113| with st.expander(\\\"Gruppe 1: Sichere ISIN-Treffer — bereit zur Bestätigung\\\", expanded=True):\\n 114| st.caption(\\\"Anzeige ohne Mengen/Werte. Exact-ISIN bedeutet review-bereit, nicht importiert.\\\")\\n 115| show_table(st, safe_rows)\\n 116| 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 117| safe_selected = st.selectbox(\\\"Sicheren ISIN-Treffer auswählen\\\", safe_labels, key=\\\"instrument_candidate_safe_select\\\") if safe_labels else None\\n 118| safe_note = st.text_area(\\\"Review-Notiz für sichere ISIN-Treffer\\\", key=\\\"instrument_candidate_safe_note\\\")\\n 119| if st.button(\\\"Sicheren Treffer bestätigen\\\", key=\\\"instrument_candidate_safe_confirm\\\"):\\n 120| try:\\n 121| if not safe_selected:\\n 122| raise ValueError(\\\"candidate is required\\\")\\n 123| confirm_candidate(conn, safe_selected.split(\\\" | \\\", 1)[0], note=safe_note or \\\"Exact-ISIN Treffer manuell bestätigt\\\")\\n 124| st.success(\\\"Kandidat bestätigt; Audit-Log geschrieben. Kein Portfolio-Import.\\\")\\n 125| except Exception as exc:\\n 126| st.error(f\\\"Bestätigung abgelehnt: {exc}\\\")\\n 127| if st.button(\\\"Sicheren Treffer ablehnen\\\", key=\\\"instrument_candidate_safe_reject\\\"):\\n 128| try:\\n 129| if not safe_selected:\\n 130| raise ValueError(\\\"candidate is required\\\")\\n 131| reject_candidate(conn, safe_selected.split(\\\" | \\\", 1)[0], note=safe_note or \\\"Exact-ISIN Treffer abgelehnt\\\")\\n 132| st.success(\\\"Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\n 133| except Exception as exc:\\n 134| st.error(f\\\"Ablehnung abgelehnt: {exc}\\\")\\n 135| with st.expander(\\\"Gruppe 2: Prüfung nötig — ISIN/Exchange/Währung ergänzen\\\", expanded=True):\\n 136| st.caption(\\\"Ticker allein bleibt blockiert. Mengen/Werte werden nicht angezeigt.\\\")\\n 137| show_table(st, review_rows)\\n 138| 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 139| selected_label = st.selectbox(\\\"Kandidat auswählen\\\", labels, key=\\\"instrument_candidate_select\\\") if labels else None\\n 140| review_note = st.text_area(\\\"Review-Notiz\\\", key=\\\"instrument_candidate_note\\\")\\n 141| manual_isin = st.text_input(\\\"ISIN ergänzen/korrigieren\\\", key=\\\"instrument_candidate_isin\\\")\\n 142| manual_ticker = st.text_input(\\\"Ticker korrigieren\\\", key=\\\"instrument_candidate_ticker\\\")\\n 143| manual_exchange = st.text_input(\\\"Exchange setzen\\\", key=\\\"instrument_candidate_exchange\\\")\\n 144| manual_currency = st.selectbox(\\\"Währung korrigieren\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"instrument_candidate_currency\\\")\\n 145| st.info(\\\"Als bestätigt speichern bedeutet nur: Status confirmed + Audit-Log. Produktiver Initial Snapshot bleibt blockiert bis explizite Freigabe.\\\")\\n 146| if st.button(\\\"Resolver erneut anwenden\\\", key=\\\"instrument_candidate_resolve\\\"):\\n 147| try:\\n 148| if not selected_label:\\n 149| raise ValueError(\\\"candidate is required\\\")\\n 150| result = resolve_candidate(conn, selected_label.split(\\\" | \\\", 1)[0])\\n 151| st.success(\\\"Resolver ausgeführt; Status aktualisiert.\\\")\\n 152| st.write(result)\\n 153| except Exception as exc:\\n 154| st.error(f\\\"Resolver abgelehnt: {exc}\\\")\\n 155| if st.button(\\\"Als bestätigt speichern\\\", key=\\\"instrument_candidate_confirm\\\"):\\n 156| try:\\n 157| if not selected_label:\\n 158| raise ValueError(\\\"candidate is required\\\")\\n 159| 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 160| st.success(\\\"Kandidat bestätigt; Audit-Log geschrieben. Kein Portfolio-Import.\\\")\\n 161| except Exception as exc:\\n 162| st.error(f\\\"Bestätigung abgelehnt: {exc}\\\")\\n 163| if st.button(\\\"Zurückstellen\\\", key=\\\"instrument_candidate_defer\\\"):\\n 164| try:\\n 165| if not selected_label:\\n 166| raise ValueError(\\\"candidate is required\\\")\\n 167| defer_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note or \\\"später prüfen\\\")\\n 168| st.success(\\\"Kandidat zurückgestellt; Audit-Log geschrieben.\\\")\\n 169| except Exception as exc:\\n 170| st.error(f\\\"Zurückstellen abgelehnt: {exc}\\\")\\n 171| if st.button(\\\"Ablehnen\\\", key=\\\"instrument_candidate_reject\\\"):\\n 172| try:\\n 173| if not selected_label:\\n 174| raise ValueError(\\\"candidate is required\\\")\\n 175| reject_candidate(conn, selected_label.split(\\\" | \\\", 1)[0], note=review_note)\\n 176| st.success(\\\"Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\n 177| except Exception as exc:\\n 178| st.error(f\\\"Ablehnung abgelehnt: {exc}\\\")\\n 179| st.caption(\\\"Finaler Initial-Snapshot-Import bleibt absichtlich außerhalb dieser Review-Aktion und braucht separate Freigabe.\\\")\\n 180|\\n 181| with tabs[2]:\\n 182| st.subheader(\\\"Aktie/ETF als Initial Snapshot hinzufügen\\\")\\n 183| account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=\\\"equity_add_account\\\") if account_labels else None\\n 184| asset_class = st.selectbox(\\\"Assetklasse\\\", [\\\"stock\\\", \\\"ETF\\\"], key=\\\"equity_add_class\\\")\\n 185| name = st.text_input(\\\"Name\\\", key=\\\"equity_add_name\\\")\\n 186| isin = st.text_input(\\\"ISIN (primäre Identifikation)\\\", key=\\\"equity_add_isin\\\")\\n 187| ticker = st.text_input(\\\"Ticker optional\\\", key=\\\"equity_add_ticker\\\")\\n 188| exchange = st.text_input(\\\"Exchange optional\\\", key=\\\"equity_add_exchange\\\")\\n 189| currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"equity_add_currency\\\")\\n 190| quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"equity_add_qty\\\")\\n 191| cost_basis = st.text_input(\\\"Einstandspreis / Cost Basis Originalwährung\\\", key=\\\"equity_add_cost\\\")\\n 192| fx_rate = st.text_input(\\\"FX-Kurs zu CHF (bei EUR/USD)\\\", key=\\\"equity_add_fx\\\")\\n 193| fx_source = st.text_input(\\\"FX-Quelle\\\", key=\\\"equity_add_fx_source\\\")\\n 194| fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"ok\\\", \\\"missing\\\"], key=\\\"equity_add_fx_status\\\")\\n 195| snapshot_date = st.date_input(\\\"Snapshot-Datum\\\", key=\\\"equity_add_date\\\")\\n 196| category = st.selectbox(\\\"Kategorie\\\", [\\\"Core\\\", \\\"Opportunity\\\", \\\"Unknown\\\"], key=\\\"equity_add_category\\\")\\n 197| note = st.text_area(\\\"Notiz (Pflicht bei unvollständiger Historie)\\\", key=\\\"equity_add_note\\\")\\n 198| with st.expander(\\\"ETF-spezifische Felder\\\"):\\n 199| ter = st.text_input(\\\"TER optional\\\", key=\\\"equity_add_ter\\\")\\n 200| distribution_policy = st.text_input(\\\"ausschüttend/thesaurierend optional\\\", key=\\\"equity_add_distribution\\\")\\n 201| index_name = st.text_input(\\\"Index optional\\\", key=\\\"equity_add_index\\\")\\n 202| fund_domicile = st.text_input(\\\"Fondsdomizil optional\\\", key=\\\"equity_add_domicile\\\")\\n 203| benchmark = st.text_input(\\\"Benchmark optional\\\", key=\\\"equity_add_benchmark\\\")\\n 204| confirm = st.checkbox(\\\"Ich bestätige diese einzelne Änderung\\\", key=\\\"equity_add_confirm\\\")\\n 205| selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n 206| 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 207| if st.button(\\\"Bestätigt speichern\\\", key=\\\"equity_add_save\\\", type=\\\"primary\\\"):\\n 208| try:\\n 209| if not selected_account:\\n 210| raise ValueError(\\\"account is required\\\")\\n 211| result = add_equity_initial_snapshot(\\n 212| conn,\\n 213| account_id=selected_account[\\\"account_id\\\"],\\n 214| asset_class=asset_class,\\n 215| name=name,\\n 216| isin=isin,\\n 217| ticker=ticker,\\n 218| exchange=exchange,\\n 219| currency=currency,\\n 220| quantity_text=quantity,\\n 221| cost_basis_original_text=cost_basis,\\n 222| snapshot_date=str(snapshot_date),\\n 223| category=category,\\n 224| note=note,\\n 225| fx_rate_to_chf_text=fx_rate or None,\\n 226| fx_source=fx_source or None,\\n 227| fx_status=fx_status,\\n 228| ter_text=ter or None,\\n 229| distribution_policy=distribution_policy or None,\\n 230| index_name=index_name or None,\\n 231| fund_domicile=fund_domicile or None,\\n 232| benchmark=benchmark or None,\\n 233| confirm=bool(confirm),\\n 234| )\\n 235| st.success(\\\"Initial Snapshot gespeichert und auditierbar erfasst.\\\")\\n 236| st.write({\\\"instrument_id\\\": result.instrument_id, \\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n 237| except Exception as exc:\\n 238| st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n 239|\\n 240| def transaction_form(tab, title: str, tx_type: str) -> None:\\n 241| with tab:\\n 242| st.subheader(title)\\n 243| account_label = st.selectbox(\\\"Depot/Konto\\\", account_labels, key=f\\\"equity_{tx_type}_account\\\") if account_labels else None\\n 244| instrument_label = st.selectbox(\\\"Instrument\\\", instrument_labels, key=f\\\"equity_{tx_type}_instrument\\\") if instrument_labels else None\\n 245| date_value = st.date_input(\\\"Datum\\\", key=f\\\"equity_{tx_type}_date\\\")\\n 246| qty_default = \\\"0\\\" if tx_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"} else \\\"\\\"\\n 247| quantity = st.text_input(\\\"Menge als Decimal-Text\\\", value=qty_default, key=f\\\"equity_{tx_type}_qty\\\")\\n 248| gross = st.text_input(\\\"Brutto/Cost/Proceeds Originalwährung\\\", key=f\\\"equity_{tx_type}_gross\\\")\\n 249| currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=f\\\"equity_{tx_type}_currency\\\")\\n 250| fx_rate = st.text_input(\\\"FX-Kurs zu CHF (bei EUR/USD)\\\", key=f\\\"equity_{tx_type}_fx\\\")\\n 251| fx_source = st.text_input(\\\"FX-Quelle\\\", key=f\\\"equity_{tx_type}_fx_source\\\")\\n 252| fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"ok\\\", \\\"missing\\\"], key=f\\\"equity_{tx_type}_fx_status\\\")\\n 253| note = st.text_area(\\\"Notiz / Grund\\\", key=f\\\"equity_{tx_type}_note\\\")\\n 254| confirm = st.checkbox(\\\"Ich bestätige diese Änderung\\\", key=f\\\"equity_{tx_type}_confirm\\\")\\n 255| selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n 256| selected_instrument = _selected(options[\\\"instruments\\\"], instrument_label, _instrument_label)\\n 257| st.write({\\\"Aktion\\\": tx_type, \\\"Instrument\\\": instrument_label, \\\"Datum\\\": str(date_value), \\\"FX-Status\\\": fx_status})\\n 258| if st.button(\\\"Bestätigt speichern\\\", key=f\\\"equity_{tx_type}_save\\\"):\\n 259| try:\\n 260| if not selected_account or not selected_instrument:\\n 261| raise ValueError(\\\"account and instrument are required\\\")\\n 262| result = add_equity_transaction(\\n 263| conn,\\n 264| account_id=selected_account[\\\"account_id\\\"],\\n 265| instrument_id=selected_instrument[\\\"instrument_id\\\"],\\n 266| transaction_type=tx_type,\\n 267| trade_date=str(date_value),\\n 268| quantity_text=quantity,\\n 269| gross_amount_original_text=gross,\\n 270| currency=currency,\\n 271| fx_rate_to_chf_text=fx_rate or None,\\n 272| fx_source=fx_source or None,\\n 273| fx_status=fx_status,\\n 274| note=note,\\n 275| confirm=bool(confirm),\\n 276| )\\n 277| st.success(\\\"Transaktion gespeichert und auditierbar erfasst.\\\")\\n 278| st.write({\\\"transaction_id\\\": result.transaction_id, \\\"warnings\\\": result.warnings})\\n 279| except Exception as exc:\\n 280| st.error(f\\\"Speichern abgelehnt: {exc}\\\")\\n 281|\\n 282| transaction_form(tabs[3], \\\"Kauf erfassen\\\", \\\"buy\\\")\\n 283| transaction_form(tabs[4], \\\"Teilverkauf erfassen\\\", \\\"partial_sell\\\")\\n 284| transaction_form(tabs[5], \\\"Vollverkauf erfassen\\\", \\\"full_sell\\\")\\n 285| transaction_form(tabs[6], \\\"Dividende erfassen\\\", \\\"dividend\\\")\\n 286| transaction_form(tabs[7], \\\"ETF-Ausschüttung erfassen\\\", \\\"etf_distribution\\\")\\n 287| transaction_form(tabs[8], \\\"Fee erfassen\\\", \\\"fee\\\")\\n 288| transaction_form(tabs[9], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\n 289|\\n 290| with tabs[10]:\\n 291| st.subheader(\\\"Aktuelle Equity/ETF Übersicht\\\")\\n 292| show_table(st, data.get_positions(conn))\\n 293| st.divider()\\n 294| st.subheader(\\\"Instrument Price Mapping Review\\\")\\n 295| st.caption(\\\"Runtime-Review: Kandidaten ansehen und manuell bestätigen. Keine Live-API und keine Positionsänderung beim Rendern.\\\")\\n 296| review_rows = data.get_instrument_mapping_review(conn)\\n 297| show_table(st, review_rows)\\n 298| candidates_all = data.get_instrument_mapping_candidates(conn)\\n 299| 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 300| 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 301| 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 302| confidence_filter = st.selectbox(\\\"Filter Confidence\\\", [\\\"\\\", \\\"high\\\", \\\"medium\\\", \\\"low\\\"], key=\\\"mapping_candidate_confidence_filter\\\") if candidates_all else \\\"\\\"\\n 303| 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 304| 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 305| show_table(st, candidates)\\n 306| 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 307| selected_candidate_label = st.selectbox(\\\"Mapping-Kandidat auswählen\\\", candidate_labels, key=\\\"mapping_candidate_select\\\") if candidate_labels else None\\n 308| mapping_note = st.text_area(\\\"Bestätigungsnotiz für Mapping-Auswahl\\\", key=\\\"mapping_candidate_note\\\")\\n 309| st.info(\\\"Aktionen: Kandidat auswählen, Kandidat ablehnen, manuell erfassen über Tab 'Instrument Search / Add Position', oder später prüfen durch Nicht-Auswahl.\\\")\\n 310| if st.button(\\\"Ausgewählten Mapping-Kandidaten bestätigen\\\", key=\\\"mapping_candidate_confirm\\\"):\\n 311| try:\\n 312| if not selected_candidate_label:\\n 313| raise ValueError(\\\"candidate is required\\\")\\n 314| candidate_id = selected_candidate_label.split(\\\" | \\\", 1)[0]\\n 315| mapping_id = select_mapping_candidate(conn, candidate_id=candidate_id, note=mapping_note, created_by=\\\"dashboard\\\")\\n 316| st.success(\\\"Mapping-Kandidat bestätigt; Audit-Log geschrieben.\\\")\\n 317| st.write({\\\"mapping_id\\\": mapping_id})\\n 318| except Exception as exc:\\n 319| st.error(f\\\"Mapping-Auswahl abgelehnt: {exc}\\\")\\n 320| if st.button(\\\"Ausgewählten Mapping-Kandidaten ablehnen\\\", key=\\\"mapping_candidate_reject\\\"):\\n 321| try:\\n 322| if not selected_candidate_label:\\n 323| raise ValueError(\\\"candidate is required\\\")\\n 324| candidate_id = selected_candidate_label.split(\\\" | \\\", 1)[0]\\n 325| reject_mapping_candidate(conn, candidate_id=candidate_id, note=mapping_note, created_by=\\\"dashboard\\\")\\n 326| st.success(\\\"Mapping-Kandidat abgelehnt; Audit-Log geschrieben.\\\")\\n 327| except Exception as exc:\\n 328| st.error(f\\\"Mapping-Ablehnung abgelehnt: {exc}\\\")\\n 329| st.caption(\\\"Manuell erfassen: neuen Katalogeintrag im Tab 'Instrument Search / Add Position' speichern. Keine Portfolio-Transaktion wird durch Mapping Review geändert.\\\")\\n 330| st.divider()\\n 331| st.subheader(\\\"FX Override Review\\\")\\n 332| st.caption(\\\"Historische FX-Rates nur manuell mit Quelle/Notiz erfassen. Keine Rates ohne bewusste Speicherung.\\\")\\n 333| fx_rows = data.get_fx_override_requirements(conn)\\n 334| show_table(st, fx_rows)\\n 335| fx_labels = [f\\\"{r['base_currency']}/{r['quote_currency']} {r['rate_date']} ({r['fx_status']})\\\" for r in fx_rows]\\n 336| fx_label = st.selectbox(\\\"FX-Paar/Datum\\\", fx_labels, key=\\\"fx_override_select\\\") if fx_labels else None\\n 337| fx_rate = st.text_input(\\\"FX-Rate zu CHF\\\", key=\\\"fx_override_rate\\\")\\n 338| fx_note = st.text_area(\\\"FX-Quelle/Notiz (Pflicht)\\\", key=\\\"fx_override_note\\\")\\n 339| if st.button(\\\"Manual FX Override speichern\\\", key=\\\"fx_override_save\\\"):\\n 340| try:\\n 341| if not fx_label:\\n 342| raise ValueError(\\\"fx pair/date is required\\\")\\n 343| pair, date_part = fx_label.split(\\\" \\\", 1)\\n 344| base, quote = pair.split(\\\"/\\\", 1)\\n 345| rate_date = date_part.split(\\\" \\\", 1)[0]\\n 346| 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 347| st.success(\\\"Manual FX Override gespeichert und auditierbar erfasst.\\\")\\n 348| except Exception as exc:\\n 349| st.error(f\\\"FX Override abgelehnt: {exc}\\\")\\n 350|\", \"total_lines\": 349, \"file_size\": 26852, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_VDpNhISZQfwjKswZk3jaeLOL" }, { "role": "assistant", "content": "", "reasoning": "**Implementing forms efficiently**\n\nI need to implement something quickly. The current setup has forms, but it feels like there's a \"form desert.\" Maybe I should think about using a manual search resolver along with data functions to solve this issue. I'll also need to read the rest to effectively manage the process. There's quite a bit to consider, and I want to make sure I'm addressing everything carefully to get it right!", "finish_reason": "tool_calls", "reasoning_content": "**Implementing forms efficiently**\n\nI need to implement something quickly. The current setup has forms, but it feels like there's a \"form desert.\" Maybe I should think about using a manual search resolver along with data functions to solve this issue. I'll also need to read the rest to effectively manage the process. There's quite a bit to consider, and I want to make sure I'm addressing everything carefully to get it right!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB40x8oO3r-uDIcH3bbVT7piWkAzeOSK8A1PfqzVXIhI1BmpBfUnEL7Zw1MgbgBfcdiu-M1zgWZcP8De4FhlYzb4R1MeBoItyoEJH8o3nBAj1N10kBoDFIJHkYX8fE_PxfcUIosnDHxsFAYHZ_K2suAbSTy0Bx757Lrb7e-vDrdlb3N-wUibXoopKYyxRC8JQ5nCybRKqr7XkyAI1f0LpWgclag-FHBRqexyt6okkJc8yDqfiTxhLFBsmELbseNeMsFRuLsbrgoebphvvGleBSrVTxH_WSxOoAwfuCSWF2-GwAuWTw3vzbXLqNarE7GfU_iBpTCnta1c5uinbvnw8mAUC1fTvPFqsN_vqgl8CY91JZar-tp5LD5WzPhfyMLBO5okPTqmpN7iR7d-hpewzkUKkv276vRpTFLLSyTHnrqYs2Gw4h3Y7goWAISaSTRhqpttXO7W_WZDgPCGTTDeGcEZP2dWMWUCsxo09cif-bXEib42YfMqVIT7xZd4o3r5VoIyxbG2ZysiWux3mZwTadmOyIt5Z8h5uYsKJLpcqdWT5bBo0eFdv1S6WaW_NknkqgMMpxZ7LOTGtbbxAQ9z62kVTCh8Z4eEIKsfKtB8inTEDLc6maoA-EhENZ_0gQaoZJbSVPd1nYrMHTaHZdsv0UI7VYKDCuHMMxIcV57b1DmHnhzL9xYoD6z6dAZxfRmp5lrS9_XAhWzpTLl3BTY05z6YBAVFkEQT9GKHOHQvbhBd1SrTw-a7odVPLCWCxZY1sUMWS7WbKfH0ZFcd-oWNf-jZUx-CY1O37B4NYyETiCHzYfxw7tL-INh5cd-bcO-ARzoXEDeindSEZNerjqR_Foz51g6bVIGHjJ2jhevrGVD5HByYRlNmEt1eyhpMKtO_OdYGo3NyMdQVgC9bO7RuJg_brh7UJaoMeDxOy0OGljcnBt1_WzPOZP5mmRYTGaYOGHGwbOygJSfGcn2AXvvCPd7hfrD_mBIcRFyiLv-KA3NrI0z3T4nDHl10Sobpt4Vs-oIssenUitA2_jW2YkPEkFVsbzSHs0qAj8u4ozbg7ZErwod_IZRFfZGMlbfknk14_XQY4VOnx9Cuy1UCaIx_ZLUx8zQ==", "id": "rs_09516b48ea7a6ed6016a078d2fbfdc81919d862a7a844d278c", "summary": [ { "type": "summary_text", "text": "**Implementing forms efficiently**\n\nI need to implement something quickly. The current setup has forms, but it feels like there's a \"form desert.\" Maybe I should think about using a manual search resolver along with data functions to solve this issue. I'll also need to read the rest to effectively manage the process. There's quite a bit to consider, and I want to make sure I'm addressing everything carefully to get it right!" } ] } ], "tool_calls": [ { "id": "call_LfzHWM5kGPpLFpSa9rVl7XzB", "call_id": "call_LfzHWM5kGPpLFpSa9rVl7XzB", "response_item_id": "fc_09516b48ea7a6ed6016a078d31c8448191bc7ede24fabc3645", "type": "function", "function": { "name": "read_file", "arguments": "{\"offset\":501,\"limit\":180,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 501|def add_manual_position_from_catalog(\\n 502| conn: Connection,\\n 503| *,\\n 504| catalog_entry_id: str,\\n 505| account_id: str,\\n 506| position_type: str,\\n 507| quantity_text: str,\\n 508| trade_date: str,\\n 509| currency: str,\\n 510| note: str,\\n 511| confirm: bool,\\n 512| cost_basis_original_text: str | None = None,\\n 513| fx_status: str = \\\"missing\\\",\\n 514| fx_rate_to_chf_text: str | None = None,\\n 515| fx_source: str | None = None,\\n 516|) -> EquityManageResult:\\n 517| _require_confirm(confirm)\\n 518| note = _require_note(note, reason=\\\"manual position add\\\")\\n 519| account_id = _require_account(conn, account_id)\\n 520| position_type = str(position_type or \\\"\\\").strip()\\n 521| if position_type == \\\"initial_snapshot\\\":\\n 522| transaction_type = \\\"initial_position_snapshot\\\"\\n 523| elif position_type in {\\\"buy\\\", \\\"manual_adjustment\\\"}:\\n 524| transaction_type = position_type\\n 525| else:\\n 526| raise ValueError(\\\"position_type must be initial_snapshot, buy or manual_adjustment\\\")\\n 527| if fx_status not in VALID_FX_STATUSES:\\n 528| raise ValueError(\\\"invalid fx_status\\\")\\n 529| currency = _require_currency(currency)\\n 530| trade_date = _require_date(trade_date)\\n 531| qty = parse_decimal_text(quantity_text, field_name=\\\"quantity\\\")\\n 532| if qty <= 0:\\n 533| raise ValueError(\\\"quantity must be > 0\\\")\\n 534| warnings: list[str] = []\\n 535| if cost_basis_original_text in {None, \\\"\\\"}:\\n 536| gross = Decimal(\\\"0\\\")\\n 537| warnings.append(\\\"cost_basis_uncertain\\\")\\n 538| else:\\n 539| gross = parse_decimal_text(str(cost_basis_original_text), field_name=\\\"cost basis\\\")\\n 540| instrument_id = _ensure_instrument_from_catalog(conn, catalog_entry_id=catalog_entry_id, note=note)\\n 541| if transaction_type == \\\"initial_position_snapshot\\\":\\n 542| existing_position = calculate_positions(conn).positions.get((account_id, instrument_id))\\n 543| if existing_position and existing_position.quantity != 0:\\n 544| raise ValueError(\\\"initial snapshot would overwrite an existing position; use manual_adjustment\\\")\\n 545| tx_id, tx_warnings = _insert_transaction(\\n 546| conn,\\n 547| transaction_type=transaction_type,\\n 548| account_id=account_id,\\n 549| instrument_id=instrument_id,\\n 550| trade_date=trade_date,\\n 551| quantity=qty,\\n 552| gross=gross,\\n 553| fee=Decimal(\\\"0\\\"),\\n 554| tax=Decimal(\\\"0\\\"),\\n 555| currency=currency,\\n 556| fx_rate_to_chf_text=fx_rate_to_chf_text,\\n 557| fx_source=fx_source,\\n 558| fx_status=\\\"ok\\\" if currency == \\\"CHF\\\" and fx_status == \\\"not_needed\\\" else fx_status,\\n 559| note=note,\\n 560| )\\n 561| warnings.extend(tx_warnings)\\n 562| if \\\"cost_basis_uncertain\\\" in warnings:\\n 563| create_alert(conn, priority=\\\"warnung\\\", category=\\\"equity\\\", entity_type=\\\"transaction\\\", entity_id=tx_id, rule_id=\\\"cost_basis_uncertain\\\", message=\\\"Cost basis is missing for manual position; performance metrics are incomplete.\\\", evidence={\\\"instrument_id\\\": instrument_id}, fingerprint=\\\"cost_basis_uncertain\\\")\\n 564| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"missing_market_price\\\", message=\\\"Market price is missing for manually added instrument until mapping/price update is confirmed.\\\", evidence={}, fingerprint=\\\"missing_market_price\\\")\\n 565| record_audit_event(\\n 566| conn,\\n 567| source=\\\"instrument_search_add_position\\\",\\n 568| action=\\\"manual_position_add\\\",\\n 569| entity_type=\\\"transaction\\\",\\n 570| entity_id=tx_id,\\n 571| new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": transaction_type, \\\"catalog_entry_id\\\": catalog_entry_id},\\n 572| user_text_note=note,\\n 573| confirmed=True,\\n 574| created_by=\\\"dashboard\\\",\\n 575| )\\n 576| conn.commit()\\n 577| return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n 578|\\n 579|\\n 580|def create_manual_catalog_entry(\\n 581| conn: Connection,\\n 582| *,\\n 583| asset_class: str,\\n 584| name: str,\\n 585| isin: str = \\\"\\\",\\n 586| ticker: str = \\\"\\\",\\n 587| exchange: str = \\\"\\\",\\n 588| currency: str,\\n 589| provider: str = \\\"manual\\\",\\n 590| provider_symbol: str = \\\"\\\",\\n 591| hedge_status: str = \\\"unknown\\\",\\n 592| instrument_status: str = \\\"unknown\\\",\\n 593| valuation_policy: str = \\\"live_price\\\",\\n 594| note: str,\\n 595|) -> str:\\n 596| note = _require_note(note, reason=\\\"manual catalog entry\\\")\\n 597| return upsert_catalog_entry(\\n 598| conn,\\n 599| CatalogEntryInput(\\n 600| asset_class=\\\"etf\\\" if asset_class.lower() == \\\"etf\\\" else \\\"equity\\\",\\n 601| name=name,\\n 602| isin=isin,\\n 603| ticker=ticker,\\n 604| exchange=exchange,\\n 605| trading_currency=currency,\\n 606| instrument_currency=currency,\\n 607| provider=provider or \\\"manual\\\",\\n 608| provider_symbol=provider_symbol or None,\\n 609| provider_market=exchange or None,\\n 610| hedge_status=hedge_status,\\n 611| instrument_status=instrument_status,\\n 612| valuation_policy=valuation_policy,\\n 613| source=\\\"manual\\\",\\n 614| source_confidence=\\\"medium\\\" if isin and exchange else \\\"low\\\",\\n 615| ),\\n 616| note=note,\\n 617| created_by=\\\"dashboard\\\",\\n 618| )\\n 619|\\n 620|\\n 621|def get_equity_management_options(conn: Connection) -> dict[str, list[dict[str, str]]]:\\n 622| accounts = [\\n 623| {\\n 624| \\\"account_id\\\": row[\\\"account_id\\\"],\\n 625| \\\"account_name\\\": row[\\\"account_name\\\"],\\n 626| \\\"platform_name\\\": row[\\\"platform_name\\\"],\\n 627| \\\"currency\\\": row[\\\"currency\\\"],\\n 628| }\\n 629| for row in conn.execute(\\n 630| \\\"\\\"\\\"\\n 631| SELECT a.account_id, a.account_name, p.name AS platform_name, a.currency\\n 632| FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n 633| WHERE a.is_active=1\\n 634| ORDER BY p.name, a.account_name\\n 635| \\\"\\\"\\\"\\n 636| ).fetchall()\\n 637| ]\\n 638| instruments = [\\n 639| {\\\"instrument_id\\\": row[\\\"instrument_id\\\"], \\\"name\\\": row[\\\"name\\\"], \\\"isin\\\": row[\\\"isin\\\"] or \\\"\\\", \\\"ticker\\\": row[\\\"ticker\\\"] or \\\"\\\", \\\"currency\\\": row[\\\"currency\\\"]}\\n 640| for row in conn.execute(\\\"SELECT instrument_id, name, isin, ticker, currency FROM instruments WHERE is_active=1 ORDER BY name\\\").fetchall()\\n 641| ]\\n 642| return {\\\"accounts\\\": accounts, \\\"instruments\\\": instruments}\\n 643|\", \"total_lines\": 642, \"file_size\": 25987, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_LfzHWM5kGPpLFpSa9rVl7XzB" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"read_file", "arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import json\\n 4|from decimal import Decimal, InvalidOperation, ROUND_HALF_UP\\n 5|from pathlib import Path\\n 6|from sqlite3 import Connection\\n 7|\\n 8|from jarvis_finance.config.settings import Settings\\n 9|from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n 10|from jarvis_finance.ledger.cash import calculate_cash_balances\\n 11|from jarvis_finance.ledger.positions import calculate_positions\\n 12|from jarvis_finance.market.providers import is_price_stale\\n 13|\\n 14|MONEY = Decimal(\\\"0.01\\\")\\n 15|\\n 16|\\n 17|def d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 18| if value is None or str(value).strip() == \\\"\\\":\\n 19| return Decimal(default)\\n 20| try:\\n 21| return Decimal(str(value))\\n 22| except InvalidOperation:\\n 23| return Decimal(default)\\n 24|\\n 25|\\n 26|def dec_text(value: Decimal | int | str | None, places: str | None = None) -> str:\\n 27| if value is None:\\n 28| return \\\"\\\"\\n 29| value = d(value)\\n 30| if places:\\n 31| value = value.quantize(Decimal(places), rounding=ROUND_HALF_UP)\\n 32| return format(value, \\\"f\\\")\\n 33|\\n 34|\\n 35|def grouped_number(value: Decimal | int | str, places: str = \\\"0.01\\\") -> str:\\n 36| text = dec_text(value, places)\\n 37| whole, _, frac = text.partition(\\\".\\\")\\n 38| sign = \\\"-\\\" if whole.startswith(\\\"-\\\") else \\\"\\\"\\n 39| whole = whole.lstrip(\\\"-\\\")\\n 40| groups: list[str] = []\\n 41| while whole:\\n 42| groups.append(whole[-3:])\\n 43| whole = whole[:-3]\\n 44| grouped = \\\"'\\\".join(reversed(groups)) if groups else \\\"0\\\"\\n 45| return f\\\"{sign}{grouped}{('.' + frac) if frac else ''}\\\"\\n 46|\\n 47|\\n 48|def chf_text(value: Decimal | int | str | None) -> str:\\n 49| if value is None:\\n 50| return \\\"nicht bewertet\\\"\\n 51| return f\\\"CHF {grouped_number(value)}\\\"\\n 52|\\n 53|\\n 54|def date_text(value: str | None) -> str:\\n 55| if not value:\\n 56| return \\\"\\\"\\n 57| raw = str(value)\\n 58| if \\\"T\\\" in raw:\\n 59| return raw.split(\\\"T\\\", 1)[0]\\n 60| return raw[:10]\\n 61|\\n 62|\\n 63|def money_text(value: Decimal | None, currency: str = \\\"CHF\\\") -> str:\\n 64| if currency.upper() == \\\"CHF\\\":\\n 65| return chf_text(value)\\n 66| if value is None:\\n 67| return f\\\"n/a {currency}\\\"\\n 68| return f\\\"{dec_text(value, '0.01')} {currency}\\\"\\n 69|\\n 70|\\n 71|STATUS_LABELS = {\\n 72| \\\"missing_market_price\\\": \\\"Preis fehlt\\\",\\n 73| \\\"missing_provider_symbol\\\": \\\"Mapping fehlt\\\",\\n 74| \\\"missing_price\\\": \\\"Preis fehlt\\\",\\n 75| \\\"missing_fx\\\": \\\"FX-Kurs fehlt\\\",\\n 76| \\\"cost_basis_uncertain\\\": \\\"Einstand unvollständig\\\",\\n 77| \\\"incomplete\\\": \\\"Unvollständig\\\",\\n 78| \\\"snapshot_only\\\": \\\"Snapshot-only\\\",\\n 79| \\\"fresh\\\": \\\"Aktuell\\\",\\n 80| \\\"stale\\\": \\\"Veraltet\\\",\\n 81| \\\"missing\\\": \\\"Preis fehlt\\\",\\n 82| \\\"unknown\\\": \\\"Ungeklärt\\\",\\n 83| \\\"mapped\\\": \\\"Zugeordnet\\\",\\n 84| \\\"confirmed\\\": \\\"Bestätigt\\\",\\n 85| \\\"user_confirmed\\\": \\\"Bestätigt\\\",\\n 86| \\\"ok\\\": \\\"Aktuell\\\",\\n 87| \\\"warning\\\": \\\"Hinweis\\\",\\n 88| \\\"critical\\\": \\\"Kritisch\\\",\\n 89| \\\"kritisch\\\": \\\"Kritisch\\\",\\n 90| \\\"warnung\\\": \\\"Wichtig\\\",\\n 91| \\\"info\\\": \\\"Info\\\",\\n 92| \\\"active\\\": \\\"Aktiv\\\",\\n 93| \\\"inactive\\\": \\\"Inaktiv\\\",\\n 94| \\\"verified\\\": \\\"Verifiziert\\\",\\n 95|}\\n 96|\\n 97|\\n 98|def translate_status(status: str | None) -> str:\\n 99| if not status:\\n 100| return \\\"Ungeklärt\\\"\\n 101| return STATUS_LABELS.get(str(status), str(status).replace(\\\"_\\\", \\\" \\\").capitalize())\\n 102|\\n 103|\\n 104|def is_technical_note(text: str | None) -> bool:\\n 105| if not text:\\n 106| return False\\n 107| lowered = text.lower()\\n 108| markers = [\\\"productive initial crypto snapshot import\\\", \\\"no wallet address from xlsx\\\", \\\"initial crypto snapshot import\\\"]\\n 109| return any(marker in lowered for marker in markers)\\n 110|\\n 111|\\n 112|def user_note(text: str | None) -> str:\\n 113| return \\\"\\\" if is_technical_note(text) else (text or \\\"\\\")\\n 114|\\n 115|\\n 116|def visible_user_columns(row: dict[str, str]) -> list[str]:\\n 117| hidden = {\\\"asset_id\\\", \\\"wallet_id\\\", \\\"instrument_id\\\", \\\"entity_id\\\", \\\"rule_id\\\", \\\"source_id\\\", \\\"provider_symbol_status\\\", \\\"hedge_status\\\", \\\"dedup_key\\\", \\\"fingerprint\\\", \\\"raw_json\\\"}\\n 118| return [k for k in row if not k.startswith(\\\"_\\\") and k not in hidden]\\n 119|\\n 120|\\n 121|def percent_text(value: Decimal | None) -> str:\\n 122| if value is None:\\n 123| return \\\"\\\"\\n 124| return f\\\"{dec_text(value, '0.01')}%\\\"\\n 125|\\n 126|\\n 127|def price_status(price: dict[str, str] | None) -> str:\\n 128| if not price:\\n 129| return \\\"missing\\\"\\n 130| return price.get(\\\"quality_status\\\") or \\\"missing\\\"\\n 131|\\n 132|\\n 133|def _latest_price_time(conn: Connection, *, currency: str = \\\"CHF\\\") -> str:\\n 134| row = conn.execute(\\n 135| \\\"\\\"\\\"\\n 136| SELECT COALESCE(MAX(provider_timestamp), MAX(fetched_at)) AS ts\\n 137| FROM crypto_prices WHERE price_currency=?\\n 138| \\\"\\\"\\\",\\n 139| (currency.upper(),),\\n 140| ).fetchone()\\n 141| return row[\\\"ts\\\"] if row and row[\\\"ts\\\"] else \\\"\\\"\\n 142|\\n 143|\\n 144|def _crypto_value_rows(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, object]]:\\n 145| holdings = calculate_crypto_holdings(conn)\\n 146| rows: list[dict[str, object]] = []\\n 147| for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n 148| asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 149| if not asset:\\n 150| continue\\n 151| price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n 152| price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n 153| value = holding.quantity * price_dec if price_dec is not None else None\\n 154| wallets = {wid for (wid, aid), wh in holdings.wallet_holdings.items() if aid == asset_id and wh.quantity != 0}\\n 155| rows.append({\\n 156| \\\"asset_id\\\": asset_id,\\n 157| \\\"coin\\\": asset[\\\"coin_name\\\"],\\n 158| \\\"symbol\\\": asset[\\\"symbol\\\"],\\n 159| \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n 160| \\\"quantity\\\": holding.quantity,\\n 161| \\\"price\\\": price_dec,\\n 162| \\\"value\\\": value,\\n 163| \\\"wallet_count\\\": len(wallets),\\n 164| \\\"price_status\\\": price_status(price),\\n 165| \\\"last_price_update\\\": (price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]) if price else \\\"\\\",\\n 166| })\\n 167| return rows\\n 168|\\n 169|\\n 170|def rowdicts(rows) -> list[dict[str, str]]:\\n 171| return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n 172|\\n 173|\\n 174|def db_exists(path: str | Path) -> bool:\\n 175| return Path(path).expanduser().exists()\\n 176|\\n 177|\\n 178|def runtime_outside_repo(settings: Settings, repo_root: Path) -> bool:\\n 179| try:\\n 180| settings.runtime_paths.base_dir.resolve().relative_to(repo_root.resolve())\\n 181| return False\\n 182| except ValueError:\\n 183| return True\\n 184|\\n 185|\\n 186|def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\", *, max_age_seconds: int = 86_400) -> dict[str, str] | None:\\n 187| row = conn.execute(\\n 188| \\\"\\\"\\\"\\n 189| SELECT price, price_currency, fetched_at, provider_timestamp, quality_status, provider\\n 190| FROM crypto_prices\\n 191| WHERE asset_id=? AND price_currency=?\\n 192| ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC LIMIT 1\\n 193| \\\"\\\"\\\",\\n 194| (asset_id, currency.upper()),\\n 195| ).fetchone()\\n 196| if not row:\\n 197| return None\\n 198| item = dict(row)\\n 199| ts = item.get(\\\"provider_timestamp\\\") or item.get(\\\"fetched_at\\\")\\n 200| if item.get(\\\"quality_status\\\") == \\\"fresh\\\" and is_price_stale(ts, max_age_seconds=max_age_seconds):\\n 201| item[\\\"quality_status\\\"] = \\\"stale\\\"\\n 202| return item\\n 203|\\n 204|\\n 205|def get_crypto_summary_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n 206| rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n 207| holdings = calculate_crypto_holdings(conn)\\n 208| total_value = sum((r[\\\"value\\\"] for r in rows if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n 209| missing = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"missing\\\")\\n 210| stale = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"stale\\\")\\n 211| wallets_with_holdings = {wid for (wid, _aid), holding in holdings.wallet_holdings.items() if holding.quantity != 0}\\n 212| status = \\\"ok\\\" if missing == 0 and stale == 0 else (\\\"warning\\\" if missing or stale else \\\"ok\\\")\\n 213| return {\\n 214| \\\"total_value_chf\\\": dec_text(total_value),\\n 215| \\\"coin_count\\\": str(len(rows)),\\n 216| \\\"wallets_with_holdings\\\": str(len(wallets_with_holdings)),\\n 217| \\\"holding_count\\\": str(sum(1 for h in holdings.wallet_holdings.values() if h.quantity != 0)),\\n 218| \\\"coins_without_price\\\": str(missing),\\n 219| \\\"stale_price_count\\\": str(stale),\\n 220| \\\"last_price_update_at\\\": _latest_price_time(conn),\\n 221| \\\"data_quality_status\\\": status,\\n 222| }\\n 223|\\n 224|\\n 225|def _wallet_names_for_asset(conn: Connection, asset_id: str) -> list[str]:\\n 226| holdings = calculate_crypto_holdings(conn)\\n 227| names: list[str] = []\\n 228| for (wallet_id, aid), holding in holdings.wallet_holdings.items():\\n 229| if aid == asset_id and holding.quantity != 0:\\n 230| row = conn.execute(\\\"SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n 231| if row:\\n 232| names.append(row[\\\"wallet_name\\\"])\\n 233| return sorted(names)\\n 234|\\n 235|\\n 236|def get_crypto_coin_summary(\\n 237| conn: Connection,\\n 238| *,\\n 239| admin_mode: bool = False,\\n 240| price_max_age_seconds: int = 86_400,\\n 241| sort_by: str = \\\"Wert absteigend\\\",\\n 242| search: str | None = None,\\n 243| status_filter: str | None = None,\\n 244| wallet_filter: str | None = None,\\n 245|) -> list[dict[str, str]]:\\n 246| raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n 247| total = sum((r[\\\"value\\\"] for r in raw if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n 248| out: list[dict[str, str]] = []\\n 249| for r in sorted(raw, key=lambda item: item[\\\"value\\\"] or Decimal(\\\"-1\\\"), reverse=True):\\n 250| value = r[\\\"value\\\"]\\n 251| share = ((value / total) * Decimal(\\\"100\\\")) if value is not None and total else None\\n 252| item = {\\n 253| \\\"coin\\\": str(r[\\\"coin\\\"]),\\n 254| \\\"symbol\\\": str(r[\\\"symbol\\\"]),\\n 255| \\\"gesamtmenge\\\": dec_text(r[\\\"quantity\\\"]),\\n 256| \\\"kurs_chf\\\": chf_text(r[\\\"price\\\"]) if r[\\\"price\\\"] is not None else \\\"nicht bewertet\\\",\\n 257| \\\"gesamtwert_chf\\\": chf_text(value) if value is not None else \\\"nicht bewertet\\\",\\n 258| \\\"anteil\\\": percent_text(share),\\n 259| \\\"wallets\\\": str(r[\\\"wallet_count\\\"]),\\n 260| \\\"status\\\": translate_status(str(r[\\\"price_status\\\"])),\\n 261|\", \"total_lines\": 1103, \"file_size\": 59716, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 1103 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_EwagbAOFzewSD1bMtOl28HOT" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_pJzRdNmAJt3t7bhxr07esEX8", "call_id": "call_pJzRdNmAJt3t7bhxr07esEX8", "response_item_id": "fc_09516b48ea7a6ed6016a078d3f4b288191b718d04481796cda", "type": "function", "function": { "name": "search_files", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\",\"pattern\":\"def get_instrument_catalog\",\"output_mode\":\"content\",\"context\":3}" } } ] }, { "role": "tool", "name": "search_files", "content": "{\"total_count\": 14, \"matches\": [{\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 834, \"content\": \" return items\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 835, \"content\": \"\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 836, \"content\": \"\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 837, \"content\": \"def get_instrument_catalog_entries(conn: Connection, query: str | None = None, asset_class: str | None = None) -> list[dict[str, str]]:\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 838, \"content\": \" if query:\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 839, \"content\": \" from jarvis_finance.market_data.catalog import search_local_catalog\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 840, \"content\": \" return [r.__dict__ for r in search_local_catalog(conn, query, asset_class)]\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 852, \"content\": \" return rowdicts(conn.execute(sql, tuple(params)).fetchall())\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 853, \"content\": \"\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 854, \"content\": \"\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 855, \"content\": \"def get_instrument_catalog_summary(conn: Connection) -> dict[str, str]:\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 856, \"content\": \" total = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 857, \"content\": \" multi = conn.execute(\\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_catalog_entries WHERE COALESCE(isin,'')<>'' GROUP BY isin HAVING COUNT(DISTINCT COALESCE(exchange,'') || ':' || COALESCE(trading_currency,''))>1)\\\").fetchone()[\\\"c\\\"]\"}, {\"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\", \"line\": 858, \"content\": \" no_provider = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE COALESCE(provider_symbol,'')='' \\\").fetchone()[\\\"c\\\"]\"}]}", "tool_call_id": "call_pJzRdNmAJt3t7bhxr07esEX8" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_UAixzDZX6zMZ9tmVBKxWrABW", "call_id": "call_UAixzDZX6zMZ9tmVBKxWrABW", "response_item_id": "fc_09516b48ea7a6ed6016a078d45f97c8191a7dbb0748116d180", "type": "function", "function": { "name": "read_file", "arguments": "{\"offset\":780,\"limit\":110,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 780| (\\\"instrument_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n 781| (\\\"provider_symbol_missing\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n 782| (\\\"candidate_review_required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='candidate_review_required'\\\", \\\"warnung\\\"),\\n 783| (\\\"valuation_not_ready\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown','candidate_review_required')\\\", \\\"warnung\\\"),\\n 784| (\\\"instrument status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n 785| (\\\"manual FX override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_override_required','manual_fx_override_required')\\\", \\\"kritisch\\\"),\\n 786| (\\\"fehlende Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_market_price'\\\", \\\"warnung\\\"),\\n 787| (\\\"stale Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='stale_market_price'\\\", \\\"warnung\\\"),\\n 788| (\\\"ambiguous Instrument Mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_instrument_mapping'\\\", \\\"warnung\\\"),\\n 789| (\\\"price currency mismatch\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='price_currency_mismatch'\\\", \\\"warnung\\\"),\\n 790| (\\\"hedge status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'\\\", \\\"warnung\\\"),\\n 791| (\\\"stale valuation\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='stale_valuation'\\\", \\\"warnung\\\"),\\n 792| (\\\"corporate action suspected\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='corporate_action_suspected'\\\", \\\"warnung\\\"),\\n 793| (\\\"split/corporate action review\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='split_or_corporate_action_review_required'\\\", \\\"warnung\\\"),\\n 794| (\\\"delisted/suspended\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='delisted_or_suspended'\\\", \\\"warnung\\\"),\\n 795| (\\\"snapshot_only Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='snapshot_only'\\\", \\\"info\\\"),\\n 796| (\\\"cost_basis_uncertain Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='cost_basis_uncertain'\\\", \\\"warnung\\\"),\\n 797| (\\\"fehlende CoinGecko-ID\\\", \\\"SELECT COUNT(*) AS c FROM crypto_assets WHERE coingecko_id IS NULL OR coingecko_id='' \\\", \\\"warnung\\\"),\\n 798| (\\\"fehlende Crypto-Preise\\\", \\\"SELECT COUNT(*) AS c FROM crypto_assets ca LEFT JOIN crypto_prices cp ON cp.asset_id=ca.asset_id WHERE cp.crypto_price_id IS NULL\\\", \\\"warnung\\\"),\\n 799| (\\\"fehlende ISIN\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE asset_class IN ('equity','etf') AND (isin IS NULL OR isin='') AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n 800| (\\\"Catalog Instrumente ohne ISIN\\\", \\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE asset_class IN ('equity','stock','etf') AND (isin IS NULL OR isin='')\\\", \\\"warnung\\\"),\\n 801| (\\\"Catalog Ticker ohne Exchange\\\", \\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE COALESCE(ticker,'')<>'' AND COALESCE(exchange,'')=''\\\", \\\"warnung\\\"),\\n 802| (\\\"Catalog mehrere Listings gleicher ISIN\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_catalog_entries WHERE COALESCE(isin,'')<>'' GROUP BY isin HAVING COUNT(DISTINCT COALESCE(exchange,'') || ':' || COALESCE(trading_currency,''))>1)\\\", \\\"info\\\"),\\n 803| (\\\"Manual Review needed\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='manual_review_needed'\\\", \\\"warnung\\\"),\\n 804| (\\\"Mapping-Kandidaten unbestätigt\\\", \\\"SELECT COUNT(*) AS c FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review')\\\", \\\"warnung\\\"),\\n 805| (\\\"Instrumente mit mehreren Mapping-Kandidaten\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT instrument_id FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review') GROUP BY instrument_id HAVING COUNT(*) > 1)\\\", \\\"warnung\\\"),\\n 806| (\\\"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 807| (\\\"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 808| (\\\"snapshot_only Positionen\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%snapshot_only%' AND mapping_status!='ignored'\\\", \\\"info\\\"),\\n 809| (\\\"cost_basis_uncertain\\\", \\\"SELECT COUNT(*) AS c FROM instrument_mappings WHERE quality_flags_json LIKE '%cost_basis_uncertain%' AND mapping_status!='ignored'\\\", \\\"warnung\\\"),\\n 810| (\\\"Instrument Import Kandidaten unbestätigt\\\", \\\"SELECT COUNT(*) AS c FROM instrument_import_candidates WHERE mapping_status NOT IN ('confirmed','rejected')\\\", \\\"warnung\\\"),\\n 811| (\\\"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 812| (\\\"aktive Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active'\\\", \\\"warnung\\\"),\\n 813| (\\\"resolved Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='resolved'\\\", \\\"ok\\\"),\\n 814| (\\\"alte aktive Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND last_seen_at < datetime('now', '-7 days')\\\", \\\"info\\\"),\\n 815| ]\\n 816| for label, sql, severity in checks:\\n 817| row = conn.execute(sql).fetchone()\\n 818| count = int(row[\\\"c\\\"] or 0) if row else 0\\n 819| sev = severity if count else \\\"ok\\\"\\n 820| items.append({\\\"check\\\": label, \\\"count\\\": str(count), \\\"severity\\\": sev})\\n 821| for flag_row in get_review_quality_flag_counts(conn):\\n 822| count = int(flag_row[\\\"open_items\\\"] or 0)\\n 823| items.append({\\\"check\\\": f\\\"Review Flag: {flag_row['quality_flag']}\\\", \\\"count\\\": str(count), \\\"severity\\\": \\\"warnung\\\" if count else \\\"ok\\\"})\\n 824| for ready in get_review_readiness_counts(conn):\\n 825| count = int(ready[\\\"count\\\"] or 0)\\n 826| sev = \\\"ok\\\" if ready[\\\"readiness_status\\\"] in {\\\"ready_for_import\\\", \\\"ignored\\\"} else (\\\"warnung\\\" if count else \\\"ok\\\")\\n 827| items.append({\\\"check\\\": f\\\"Review Readiness: {ready['readiness_status']}\\\", \\\"count\\\": str(count), \\\"severity\\\": sev})\\n 828| for source in get_ready_for_import_by_source(conn):\\n 829| if int(source[\\\"total\\\"] or 0) and int(source[\\\"ready_for_import\\\"] or 0) == 0:\\n 830| items.append({\\\"check\\\": f\\\"Quelle ohne ready_for_import: {source['source_platform']}\\\", \\\"count\\\": source[\\\"total\\\"], \\\"severity\\\": \\\"warnung\\\"})\\n 831| missing_snapshot = conn.execute(\\\"SELECT COUNT(*) AS c FROM broker_import_dry_runs WHERE snapshot_date_status='missing'\\\").fetchone()\\n 832| count = int(missing_snapshot[\\\"c\\\"] or 0) if missing_snapshot else 0\\n 833| items.append({\\\"check\\\": \\\"Dry Runs ohne Snapshot Date\\\", \\\"count\\\": str(count), \\\"severity\\\": \\\"warnung\\\" if count else \\\"ok\\\"})\\n 834| return items\\n 835|\\n 836|\\n 837|def get_instrument_catalog_entries(conn: Connection, query: str | None = None, asset_class: str | None = None) -> list[dict[str, str]]:\\n 838| if query:\\n 839| from jarvis_finance.market_data.catalog import search_local_catalog\\n 840| return [r.__dict__ for r in search_local_catalog(conn, query, asset_class)]\\n 841| sql = \\\"\\\"\\\"\\n 842| SELECT catalog_entry_id, asset_class, name, isin, ticker, exchange, trading_currency,\\n 843| instrument_currency, provider, provider_symbol, provider_market, hedge_status,\\n 844| instrument_status, valuation_policy, source, source_confidence, last_verified_at\\n 845| FROM instrument_catalog_entries\\n 846| \\\"\\\"\\\"\\n 847| params: list[object] = []\\n 848| if asset_class:\\n 849| sql += \\\" WHERE asset_class=?\\\"\\n 850| params.append(asset_class.lower())\\n 851| sql += \\\" ORDER BY name, exchange, trading_currency LIMIT 100\\\"\\n 852| return rowdicts(conn.execute(sql, tuple(params)).fetchall())\\n 853|\\n 854|\\n 855|def get_instrument_catalog_summary(conn: Connection) -> dict[str, str]:\\n 856| total = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\\n 857| multi = conn.execute(\\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_catalog_entries WHERE COALESCE(isin,'')<>'' GROUP BY isin HAVING COUNT(DISTINCT COALESCE(exchange,'') || ':' || COALESCE(trading_currency,''))>1)\\\").fetchone()[\\\"c\\\"]\\n 858| no_provider = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE COALESCE(provider_symbol,'')='' \\\").fetchone()[\\\"c\\\"]\\n 859| manual = conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_review_needed','missing_provider_symbol','ambiguous_provider_mapping')\\\").fetchone()[\\\"c\\\"]\\n 860| return {\\\"catalog_entries\\\": str(total or 0), \\\"multiple_listings\\\": str(multi or 0), \\\"without_provider_symbol\\\": str(no_provider or 0), \\\"manual_review_required\\\": str(manual or 0)}\\n 861|\\n 862|\\n 863|def get_instrument_mapping_review(conn: Connection) -> list[dict[str, str]]:\\n 864| rows = conn.execute(\\n 865| \\\"\\\"\\\"\\n 866| SELECT i.instrument_id, i.isin, i.name, i.ticker, i.exchange, i.currency,\\n 867| i.hedge_status, i.instrument_status, i.valuation_policy,\\n 868| COALESCE(m.mapping_status, 'missing_provider_symbol') AS mapping_status,\\n 869| COALESCE(m.provider, '') AS provider,\\n 870| COALESCE(m.provider_symbol, '') AS provider_symbol,\\n 871| COUNT(c.candidate_id) AS candidate_count\\n 872| FROM instruments i\\n 873| JOIN transactions t ON t.instrument_id=i.instrument_id\\n 874| LEFT JOIN instrument_price_mappings m ON m.instrument_id=i.instrument_id AND m.mapping_status='mapped'\\n 875| LEFT JOIN instrument_price_mapping_candidates c ON c.instrument_id=i.instrument_id AND c.review_status IN ('proposed','needs_manual_review')\\n 876| WHERE t.transaction_type='initial_position_snapshot'\\n 877| AND t.source_type='broker_import_reviewed_snapshot'\\n 878| AND COALESCE(t.is_voided,0)=0\\n 879| GROUP BY i.instrument_id\\n 880| ORDER BY i.isin, i.name\\n 881| \\\"\\\"\\\"\\n 882| ).fetchall()\\n 883| return rowdicts(rows)\\n 884|\\n 885|\\n 886|def get_instrument_import_candidates(conn: Connection, status: str | None = None) -> list[dict[str, str]]:\\n 887| sql = \\\"\\\"\\\"\\n 888| SELECT candidate_id, source_file, platform, account, source_row_number,\\n 889| raw_name, raw_ticker, raw_isin, raw_currency,\\n 890|\", \"total_lines\": 1103, \"file_size\": 59716, \"truncated\": true, \"hint\": \"Use offset=890 to continue reading (showing 780-889 of 1103 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_UAixzDZX6zMZ9tmVBKxWrABW" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_oHNFrnh4D8o7pB5x4DhtrJ9m", "call_id": "call_oHNFrnh4D8o7pB5x4DhtrJ9m", "response_item_id": "fc_09516b48ea7a6ed6016a078d4a4c0c8191a249d3a913f79de4", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":180,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import re\\n 4|from dataclasses import dataclass, field\\n 5|from sqlite3 import Connection\\n 6|from typing import Protocol\\n 7|\\n 8|from jarvis_finance.audit.log import record_audit_event\\n 9|from jarvis_finance.imports.common import stable_id, utc_now\\n 10|from jarvis_finance.market_data.candidates import ProviderCandidate, LookupUnavailable\\n 11|from jarvis_finance.market_data.instruments import ensure_instrument_metadata_quality\\n 12|from jarvis_finance.quality.alerts import create_alert\\n 13|\\n 14|ASSET_CLASSES = {\\\"equity\\\", \\\"stock\\\", \\\"etf\\\", \\\"crypto\\\", \\\"cash\\\", \\\"other\\\"}\\n 15|CONFIDENCES = {\\\"high\\\", \\\"medium\\\", \\\"low\\\"}\\n 16|HEDGE_STATUSES = {\\\"hedged\\\", \\\"unhedged\\\", \\\"unknown\\\"}\\n 17|INSTRUMENT_STATUSES = {\\\"active\\\", \\\"suspended\\\", \\\"delisted\\\", \\\"merged\\\", \\\"inactive\\\", \\\"unknown\\\", \\\"suspected_inactive\\\"}\\n 18|VALUATION_POLICIES = {\\\"live_price\\\", \\\"last_known_price\\\", \\\"manual_value\\\", \\\"exclude_from_auto_price_update\\\"}\\n 19|\\n 20|\\n 21|def normalize_name(value: str | None) -> str:\\n 22| text = (value or \\\"\\\").strip().lower()\\n 23| return re.sub(r\\\"\\\\s+\\\", \\\" \\\", re.sub(r\\\"[^a-z0-9]+\\\", \\\" \\\", text)).strip()\\n 24|\\n 25|\\n 26|@dataclass(frozen=True)\\n 27|class CatalogEntryInput:\\n 28| asset_class: str\\n 29| name: str\\n 30| isin: str | None = None\\n 31| ticker: str | None = None\\n 32| exchange: str | None = None\\n 33| trading_currency: str | None = None\\n 34| instrument_currency: str | None = None\\n 35| provider: str | None = None\\n 36| provider_symbol: str | None = None\\n 37| provider_market: str | None = None\\n 38| country: str | None = None\\n 39| sector: str | None = None\\n 40| issuer: str | None = None\\n 41| fund_type: str | None = None\\n 42| is_currency_hedged: bool | None = None\\n 43| hedged_to_currency: str | None = None\\n 44| hedge_status: str = \\\"unknown\\\"\\n 45| instrument_status: str = \\\"unknown\\\"\\n 46| valuation_policy: str = \\\"live_price\\\"\\n 47| source: str = \\\"manual\\\"\\n 48| source_confidence: str = \\\"low\\\"\\n 49| notes: str | None = None\\n 50|\\n 51|\\n 52|@dataclass\\n 53|class CatalogSearchResult:\\n 54| catalog_entry_id: str | None\\n 55| asset_class: str\\n 56| name: str\\n 57| isin: str | None = None\\n 58| ticker: str | None = None\\n 59| exchange: str | None = None\\n 60| trading_currency: str | None = None\\n 61| instrument_currency: str | None = None\\n 62| provider: str | None = None\\n 63| provider_symbol: str | None = None\\n 64| provider_market: str | None = None\\n 65| hedge_status: str = \\\"unknown\\\"\\n 66| instrument_status: str = \\\"unknown\\\"\\n 67| confidence: str = \\\"low\\\"\\n 68| source: str = \\\"local_catalog\\\"\\n 69| evidence_note: str = \\\"\\\"\\n 70|\\n 71|\\n 72|class CatalogLookupProvider(Protocol):\\n 73| name: str\\n 74|\\n 75| def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n 76| ...\\n 77|\\n 78|\\n 79|class UnavailableCatalogLookupProvider:\\n 80| name = \\\"unavailable\\\"\\n 81|\\n 82| def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n 83| raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n 84|\\n 85|\\n 86|def _validate_entry(entry: CatalogEntryInput) -> None:\\n 87| if entry.asset_class.lower() not in ASSET_CLASSES:\\n 88| raise ValueError(\\\"invalid asset_class\\\")\\n 89| if not entry.name.strip():\\n 90| raise ValueError(\\\"name is required\\\")\\n 91| if entry.source_confidence not in CONFIDENCES:\\n 92| raise ValueError(\\\"invalid source_confidence\\\")\\n 93| if entry.hedge_status not in HEDGE_STATUSES:\\n 94| raise ValueError(\\\"invalid hedge_status\\\")\\n 95| if entry.instrument_status not in INSTRUMENT_STATUSES:\\n 96| raise ValueError(\\\"invalid instrument_status\\\")\\n 97| if entry.valuation_policy not in VALUATION_POLICIES:\\n 98| raise ValueError(\\\"invalid valuation_policy\\\")\\n 99|\\n 100|\\n 101|def upsert_catalog_entry(conn: Connection, entry: CatalogEntryInput, *, note: str, created_by: str = \\\"system\\\") -> str:\\n 102| if not note.strip():\\n 103| raise ValueError(\\\"catalog entry upsert requires a note\\\")\\n 104| _validate_entry(entry)\\n 105| isin = (entry.isin or \\\"\\\").strip().upper() or None\\n 106| ticker = (entry.ticker or \\\"\\\").strip().upper() or None\\n 107| exchange = (entry.exchange or \\\"\\\").strip().upper() or None\\n 108| trading_currency = (entry.trading_currency or \\\"\\\").strip().upper() or None\\n 109| instrument_currency = (entry.instrument_currency or trading_currency or \\\"\\\").strip().upper() or None\\n 110| provider = (entry.provider or \\\"manual\\\").strip().lower()\\n 111| provider_symbol = (entry.provider_symbol or \\\"\\\").strip() or None\\n 112| provider_market = (entry.provider_market or exchange or \\\"\\\").strip().upper() or None\\n 113| catalog_entry_id = stable_id(\\\"catalog\\\", entry.asset_class.lower(), isin or \\\"\\\", ticker or \\\"\\\", exchange or \\\"\\\", trading_currency or \\\"\\\", provider, provider_symbol or \\\"\\\", entry.name)\\n 114| now = utc_now()\\n 115| old = conn.execute(\\\"SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?\\\", (catalog_entry_id,)).fetchone()\\n 116| conn.execute(\\n 117| \\\"\\\"\\\"\\n 118| INSERT INTO instrument_catalog_entries(\\n 119| catalog_entry_id, asset_class, name, normalized_name, isin, ticker, exchange,\\n 120| trading_currency, instrument_currency, provider, provider_symbol, provider_market,\\n 121| country, sector, issuer, fund_type, is_currency_hedged, hedged_to_currency,\\n 122| hedge_status, instrument_status, valuation_policy, source, source_confidence,\\n 123| last_verified_at, notes, created_at, updated_at\\n 124| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 125| ON CONFLICT(catalog_entry_id) DO UPDATE SET\\n 126| name=excluded.name,\\n 127| normalized_name=excluded.normalized_name,\\n 128| provider_symbol=excluded.provider_symbol,\\n 129| provider_market=excluded.provider_market,\\n 130| country=excluded.country,\\n 131| sector=excluded.sector,\\n 132| issuer=excluded.issuer,\\n 133| fund_type=excluded.fund_type,\\n 134| is_currency_hedged=excluded.is_currency_hedged,\\n 135| hedged_to_currency=excluded.hedged_to_currency,\\n 136| hedge_status=excluded.hedge_status,\\n 137| instrument_status=excluded.instrument_status,\\n 138| valuation_policy=excluded.valuation_policy,\\n 139| source=excluded.source,\\n 140| source_confidence=excluded.source_confidence,\\n 141| last_verified_at=excluded.last_verified_at,\\n 142| notes=excluded.notes,\\n 143| updated_at=excluded.updated_at\\n 144| \\\"\\\"\\\",\\n 145| (\\n 146| catalog_entry_id, entry.asset_class.lower(), entry.name.strip(), normalize_name(entry.name), isin, ticker, exchange,\\n 147| trading_currency, instrument_currency, provider, provider_symbol, provider_market,\\n 148| entry.country, entry.sector, entry.issuer, entry.fund_type, 1 if entry.is_currency_hedged else 0 if entry.is_currency_hedged is False else None,\\n 149| (entry.hedged_to_currency or \\\"\\\").strip().upper() or None, entry.hedge_status, entry.instrument_status,\\n 150| entry.valuation_policy, entry.source, entry.source_confidence, now, entry.notes, now, now,\\n 151| ),\\n 152| )\\n 153| record_audit_event(\\n 154| conn,\\n 155| source=\\\"instrument_catalog\\\",\\n 156| action=\\\"upsert_catalog_entry\\\",\\n 157| entity_type=\\\"instrument_catalog_entry\\\",\\n 158| entity_id=catalog_entry_id,\\n 159| old_values=dict(old) if old else None,\\n 160| new_values={\\\"asset_class\\\": entry.asset_class.lower(), \\\"isin\\\": isin, \\\"ticker\\\": ticker, \\\"exchange\\\": exchange, \\\"provider\\\": provider, \\\"provider_symbol\\\": provider_symbol},\\n 161| user_text_note=note,\\n 162| confirmed=True,\\n 163| created_by=created_by,\\n 164| )\\n 165| conn.commit()\\n 166| return catalog_entry_id\\n 167|\\n 168|\\n 169|def search_local_catalog(conn: Connection, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n 170| q = (query or \\\"\\\").strip()\\n 171| if not q:\\n 172| return []\\n 173| clauses = [\\\"(upper(COALESCE(isin,''))=upper(?) OR upper(COALESCE(ticker,''))=upper(?) OR upper(COALESCE(provider_symbol,''))=upper(?) OR normalized_name LIKE ? OR upper(COALESCE(exchange,''))=upper(?) OR upper(COALESCE(trading_currency,''))=upper(?))\\\"]\\n 174| params: list[object] = [q, q, q, f\\\"%{normalize_name(q)}%\\\", q, q]\\n 175| if asset_class:\\n 176| ac = asset_class.lower()\\n 177| if ac == \\\"equity\\\":\\n 178| clauses.append(\\\"asset_class IN ('equity','stock')\\\")\\n 179| else:\\n 180| clauses.append(\\\"asset_class=?\\\")\\n 181|\", \"total_lines\": 259, \"file_size\": 13814, \"truncated\": true, \"hint\": \"Use offset=181 to continue reading (showing 1-180 of 259 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_oHNFrnh4D8o7pB5x4DhtrJ9m" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_yYrWi4P06LpuQ8acAwQeiIEf", "call_id": "call_yYrWi4P06LpuQ8acAwQeiIEf", "response_item_id": "fc_09516b48ea7a6ed6016a078d4eedf48191b1d017827f2f445d", "type": "function", "function": { "name": "read_file", "arguments": "{\"offset\":169,\"limit\":120,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 169|def search_local_catalog(conn: Connection, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n 170| q = (query or \\\"\\\").strip()\\n 171| if not q:\\n 172| return []\\n 173| clauses = [\\\"(upper(COALESCE(isin,''))=upper(?) OR upper(COALESCE(ticker,''))=upper(?) OR upper(COALESCE(provider_symbol,''))=upper(?) OR normalized_name LIKE ? OR upper(COALESCE(exchange,''))=upper(?) OR upper(COALESCE(trading_currency,''))=upper(?))\\\"]\\n 174| params: list[object] = [q, q, q, f\\\"%{normalize_name(q)}%\\\", q, q]\\n 175| if asset_class:\\n 176| ac = asset_class.lower()\\n 177| if ac == \\\"equity\\\":\\n 178| clauses.append(\\\"asset_class IN ('equity','stock')\\\")\\n 179| else:\\n 180| clauses.append(\\\"asset_class=?\\\")\\n 181| params.append(ac)\\n 182| rows = conn.execute(\\n 183| \\\"SELECT * FROM instrument_catalog_entries WHERE \\\" + \\\" AND \\\".join(clauses) + \\\" ORDER BY source_confidence, name, exchange, trading_currency LIMIT 50\\\",\\n 184| tuple(params),\\n 185| ).fetchall()\\n 186| return [\\n 187| CatalogSearchResult(\\n 188| catalog_entry_id=row[\\\"catalog_entry_id\\\"], asset_class=row[\\\"asset_class\\\"], name=row[\\\"name\\\"], isin=row[\\\"isin\\\"], ticker=row[\\\"ticker\\\"], exchange=row[\\\"exchange\\\"],\\n 189| trading_currency=row[\\\"trading_currency\\\"], instrument_currency=row[\\\"instrument_currency\\\"], provider=row[\\\"provider\\\"], provider_symbol=row[\\\"provider_symbol\\\"],\\n 190| provider_market=row[\\\"provider_market\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n 191| confidence=row[\\\"source_confidence\\\"] or \\\"low\\\", source=\\\"local_catalog\\\", evidence_note=\\\"local catalog match\\\",\\n 192| )\\n 193| for row in rows\\n 194| ]\\n 195|\\n 196|\\n 197|def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:\\n 198| results = search_local_catalog(conn, query, asset_class)\\n 199| warnings: list[str] = []\\n 200| for provider in providers or []:\\n 201| try:\\n 202| external = provider.search(query=query, asset_class=asset_class)\\n 203| except Exception:\\n 204| warnings.append(\\\"provider_lookup_unavailable\\\")\\n 205| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument_catalog\\\", entity_id=\\\"external_lookup\\\", rule_id=\\\"provider_lookup_unavailable\\\", message=\\\"External instrument catalog provider unavailable.\\\", evidence={\\\"provider\\\": getattr(provider, \\\"name\\\", \\\"unknown\\\")}, fingerprint=f\\\"catalog_provider_lookup_unavailable:{getattr(provider, 'name', 'unknown')}\\\")\\n 206| continue\\n 207| results.extend(external)\\n 208| conn.commit()\\n 209| return results, warnings\\n 210|\\n 211|\\n 212|def prepare_catalog_from_instruments(conn: Connection, *, instrument_ids: list[str], source: str = \\\"true_wealth\\\", note: str = \\\"prepare catalog from existing instruments\\\") -> dict[str, int]:\\n 213| summary = {\\\"instruments_total\\\": 0, \\\"catalog_entries_created\\\": 0, \\\"multiple_listings\\\": 0, \\\"manual_review_required\\\": 0, \\\"hedge_unknown\\\": 0, \\\"instrument_status_unknown\\\": 0, \\\"valuation_ready\\\": 0}\\n 214| seen_isin: dict[str, set[tuple[str | None, str | None]]] = {}\\n 215| for instrument_id in instrument_ids:\\n 216| row = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (instrument_id,)).fetchone()\\n 217| if row is None:\\n 218| continue\\n 219| summary[\\\"instruments_total\\\"] += 1\\n 220| ensure_instrument_metadata_quality(conn, instrument_id=instrument_id)\\n 221| entry = CatalogEntryInput(\\n 222| asset_class=\\\"etf\\\" if (row[\\\"asset_class\\\"] or \\\"\\\").lower() == \\\"etf\\\" else \\\"equity\\\",\\n 223| name=row[\\\"name\\\"], isin=row[\\\"isin\\\"], ticker=row[\\\"ticker\\\"], exchange=row[\\\"exchange\\\"], trading_currency=row[\\\"trading_currency\\\"] or row[\\\"currency\\\"], instrument_currency=row[\\\"currency\\\"],\\n 224| provider=\\\"manual\\\", provider_symbol=None, provider_market=row[\\\"exchange\\\"], is_currency_hedged=bool(row[\\\"is_currency_hedged\\\"]) if row[\\\"is_currency_hedged\\\"] is not None else None,\\n 225| hedged_to_currency=row[\\\"hedged_to_currency\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n 226| valuation_policy=row[\\\"valuation_policy\\\"] or \\\"live_price\\\", source=source, source_confidence=\\\"medium\\\" if row[\\\"isin\\\"] else \\\"low\\\", notes=\\\"Prepared from existing runtime instrument metadata; no portfolio amounts included.\\\",\\n 227| )\\n 228| before = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\\n 229| upsert_catalog_entry(conn, entry, note=note)\\n 230| after = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\\n 231| if after > before:\\n 232| summary[\\\"catalog_entries_created\\\"] += 1\\n 233| if row[\\\"isin\\\"]:\\n 234| seen_isin.setdefault(row[\\\"isin\\\"], set()).add((row[\\\"exchange\\\"], row[\\\"currency\\\"]))\\n 235| if (row[\\\"hedge_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n 236| summary[\\\"hedge_unknown\\\"] += 1\\n 237| if (row[\\\"instrument_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n 238| summary[\\\"instrument_status_unknown\\\"] += 1\\n 239| if row[\\\"provider_symbol\\\"] and row[\\\"instrument_status\\\"] == \\\"active\\\" and row[\\\"hedge_status\\\"] != \\\"unknown\\\":\\n 240| summary[\\\"valuation_ready\\\"] += 1\\n 241| else:\\n 242| summary[\\\"manual_review_required\\\"] += 1\\n 243| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"manual_review_needed\\\", message=\\\"Instrument requires manual catalog/mapping review before valuation readiness.\\\", evidence={\\\"source\\\": source}, fingerprint=\\\"manual_review_needed\\\")\\n 244| summary[\\\"multiple_listings\\\"] = sum(1 for listings in seen_isin.values() if len(listings) > 1)\\n 245| conn.commit()\\n 246| return summary\\n 247|\\n 248|\\n 249|def catalog_entry_to_provider_candidate(conn: Connection, catalog_entry_id: str) -> ProviderCandidate:\\n 250| row = conn.execute(\\\"SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?\\\", (catalog_entry_id,)).fetchone()\\n 251| if row is None:\\n 252| raise ValueError(\\\"catalog entry not found\\\")\\n 253| return ProviderCandidate(\\n 254| provider=row[\\\"provider\\\"] or \\\"manual\\\",\\n 255| provider_symbol=row[\\\"provider_symbol\\\"] or row[\\\"ticker\\\"] or \\\"\\\",\\n 256| exchange=row[\\\"exchange\\\"], currency=row[\\\"trading_currency\\\"], name=row[\\\"name\\\"], isin=row[\\\"isin\\\"],\\n 257| is_hedged=True if row[\\\"hedge_status\\\"] == \\\"hedged\\\" else False if row[\\\"hedge_status\\\"] == \\\"unhedged\\\" else None,\\n 258| hedged_to_currency=row[\\\"hedged_to_currency\\\"], instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\", evidence_source=\\\"instrument_catalog\\\", evidence_note=\\\"manual catalog selection\\\",\\n 259| )\\n 260|\", \"total_lines\": 259, \"file_size\": 13814, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_yYrWi4P06LpuQ8acAwQeiIEf" }, { "role": "assistant", "content": "", "reasoning": "**Searching for tests**\n\nI see that I need to look for existing tests. There's a mention of needing to possibly render something fake, but I'm not quite sure what that means. I should probably search for tests related to rendering or creating a fake version of whatever it is I'm considering. It might help clarify what’s needed! I'll get to work on that search now to find relevant information.", "finish_reason": "tool_calls", "reasoning_content": "**Searching for tests**\n\nI see that I need to look for existing tests. There's a mention of needing to possibly render something fake, but I'm not quite sure what that means. I should probably search for tests related to rendering or creating a fake version of whatever it is I'm considering. It might help clarify what’s needed! I'll get to work on that search now to find relevant information.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB41Vi1DttSQF9nMDJqPDLEcAxp6m5ccngT3auRkrWZrYwToEV7AyQfIPJ74pKFCwC-MR8FyZJq58P0vV1JkD20KStCcMOtsH9lZM_oXRyOjZTOrgTxKLt-cG-UELIP7Y4ZzAmv0Xe7ko-VW2lHWGZl9-RQt-jf-Si4z_vvdUtu581KkW5Hav2ED7ySCO_aEnBECBp5u9zzwgtXkC3L1npV_smuyTtZ6FUq9YkGcT7nv0tAbr81RG1VF7t1JOYKDB8KmlG0T-VyMiBYLXLcdRdOxKBQ37nB4EyrrEYLdSJp5JsY5RHOVEyfWDtRvSNiibpqropjnWvMmez-81wsO629iO_U03OyVA38z24_IqKHqvaelWv-0Q9ykViIZKTRgRggkIWuVjSv6CDZ5WceFZLVpNiXHuzwJlUm40EIz0mAkpXTs7iwJDVc79sDcKuAE0PeQgdIhgAKhTgrP4TvzAC_zVphIk0KOTw8-k88HEKKle5YeACzEHDEZt-h49TQzMJDzvxwEKh0NU1btcefvwyz6TIVNZw1N-9OaajMQ48g-HgzA8avZcY3ApxFQf6B6RuIVUsHt933TMZ26FWF719DVJgit4cs7Q38xXUmI2dy2RJlPsKZ_PhKfTYkk3DncP9G6t5HNhOYK0oL8Wa5c50TCqfDXfnvJYc1-soC2bO_ru6iu-WenRD-PP37eDwMgN7M3HaA2U-4EPnOy4qpKx35g3pUIA0EbQCEiIVFKO4Ay7CAAaWRc19MebMo8ZvHunDmCl4iENiYjLh1jWadbNXXiIkecHI_vAsZW06gDbu9A26GN02T-qC0azBNW3Z-eKATT_Nmo0cEnIyRvMhGj8GtUfJrQZ2O7OfPQ7vY4l1kua9VTYs0HNf_0Sza2rfZgfL0nRiT_VDXqIiPye-EFOKkQnmxXNyyiq_9JM4oGglb0RYopsC1gOZ-LBaxKC0a8Uhe162PC980KwZZdqwiu7d1LuqAXwTvKqw3wvLZpi5LJEapA=", "id": "rs_09516b48ea7a6ed6016a078d530ad88191acd8a95dace2c1a5", "summary": [ { "type": "summary_text", "text": "**Searching for tests**\n\nI see that I need to look for existing tests. There's a mention of needing to possibly render something fake, but I'm not quite sure what that means. I should probably search for tests related to rendering or creating a fake version of whatever it is I'm considering. It might help clarify what’s needed! I'll get to work on that search now to find relevant information." } ] } ], "tool_calls": [ { "id": "call_fyuJ8IpjkpDGCToPSOBgjN0b", "call_id": "call_fyuJ8IpjkpDGCToPSOBgjN0b", "response_item_id": "fc_09516b48ea7a6ed6016a078d5503408191b7d7f02a4d89e1bf", "type": "function", "function": { "name": "search_files", "arguments": "{\"pattern\":\"dashboard|equity.manage|catalog\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit\",\"target\":\"files\",\"limit\":50}" } } ] }, { "role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_fyuJ8IpjkpDGCToPSOBgjN0b" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_8kSfdy6ykmRNYxivYUOQrq6a", "call_id": "call_8kSfdy6ykmRNYxivYUOQrq6a", "response_item_id": "fc_09516b48ea7a6ed6016a078d5a53ac81919741d06d11397d8b", "type": "function", "function": { "name": "search_files", "arguments": "{\"limit\":50,\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit\",\"pattern\":\"add_manual_position_from_catalog|create_manual_catalog_entry|add_equity_initial_snapshot\",\"output_mode\":\"content\",\"context\":2}" } } ] }, { "role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_8kSfdy6ykmRNYxivYUOQrq6a" }, { "role": "assistant", "content": "", "reasoning": "**Modifying equity snapshot tests**\n\nI need to update `add_equity_initial_snapshot` to make the cost basis optional, as the user requested this change. Right now, it’s a required field which isn’t ideal for them. Also, there’s the issue of silent overwriting since `_ensure_instrument` updates existing entries without notifying. For a wizard selected from the catalog, it might be fine, but for manual updates, I think we should avoid silence— a review and confirmation would be better. I’ll consider adding a `dataclass` like `InstrumentSearchSummary` too.", "finish_reason": "tool_calls", "reasoning_content": "**Modifying equity snapshot tests**\n\nI need to update `add_equity_initial_snapshot` to make the cost basis optional, as the user requested this change. Right now, it’s a required field which isn’t ideal for them. Also, there’s the issue of silent overwriting since `_ensure_instrument` updates existing entries without notifying. For a wizard selected from the catalog, it might be fine, but for manual updates, I think we should avoid silence— a review and confirmation would be better. I’ll consider adding a `dataclass` like `InstrumentSearchSummary` too.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB41h7e9OsOheDpc3bBq8qsB1t5jT4c-FGJVCSu3pSx_JBVxCruZC0YJWmLBLIMknNNVVvKzd9eYGEge3d9LctVjq2C2enoCVGkZ3WEBf160OoCfOr55fqwI58OUCyIXgA2jlC00kj_hvY3l_pBFVYSXZ7x_0pyQDeXhF1Y_LAP-qiq7OrQtSGX6NuFD0Rws78NUjFOEFTr4MkrhHmlTGotzKSReqamjaYtg5AWeazqWo7Xx3B1c9JaEcSx9x1R1FqEioTz_Xy5tqNFEihk_rMNWKelv01Hq2zasDsPPOT1k157-hChbUIVdfBDh6eLbQ87kyPWGZTyoDrFZLJ5wo4k4dHgIWa9nFerZ434SS5ME7BNim3dmLo3FrUiT_en5F7YjbzxEqptAbzrHlFbToif1uS1-tXE119ys2HxTfCaZiXFrIZrIn4BRDjvn0MCWwwvOkb8cZY89x7ctx6tXRGl6TRgGoW9FdfDH9yTyX23uT1BRQEyBsd9Dif7X0bbqzo63-9wRIYC1LAH3KnZNVZ39k9J2CyscguF5xTM1XNtntpXl0uPasdqmn_uD2ODfddKtz5jI5wy_Yw2dQvJVPfvmwTmGe4-3FQeId3JIqTUo1KmKDX2g2pRdT8Nx879eA4HfVRzyxRBD2psEXiE12-6TGtmK-7f-i2u4qqlNPpJIarLJ97e0PBU0yMasMLjtqwFH9hveUD2C0KDIhudjWZHDTGm1Mvq5Nrnz9bXfgooQZAIsQ5DYZTJcKom8AiGqQaeDikJgB8h7hWnLfRHaxloh1MusaozT4e-TBOkiLB3CZfTIpAr55TQP2U8NSkn4hDaS46UBBlEJe3ZQ_76HXU_ddj-Ttb0Y_n27bQWjy8IspRek78LtO_t2eRUlvgKnMPuYD9Od7ljk2iH79yp7HAAl_lVkkaASVIBZH3Uridm1wKvwHSLhLuljvIHvC0rhMibYZs4bJ-dmF7IRQSc5XK6khIJdTNaLQgRRV_AZ1jtCn4kEjHXpxkkNsDY5BtIWsJdSjHgDkrLyX8FZGU9b_oCMD8h9FuU97VK9_tgLZCNq14frmSLDZzcBUcKscknu8VzUCaQcGmFBz0_LAkJe_PK3ciyDDcmTBVyEMThpj09-wLGnvvoAd-P5njThPmIzRfldJ-5zu-y_PpStD_Tj2_-Lh78XiGW0HnwmkRhkzyBLUPY8UMEfnP0CjoKrUi3gJyautDxUyPLwI6ZtZ1gUgELWxKKc_3gFOI4RdPE8Xpd36EFo56HOHWWELjDpEiGle1VlyiL-qfSPYALTJKGamVAq4WjXGjQRaD-NjvdRw9N67ZCFO0q1oUrDEdZvWXySUJRsFz8tI0NzI9uP9BeKag08Mwxa86mvX7dqqvX3Oj0yVsjP2jgcsNUyWo4TaQK0yg19nSpdDo5Fc4-QYJ0rdPr5vfGKLfz1MFgCpvK3eijWHWT9JPzwLxhAdMaLdbT4lCtI8QnvgVGCo-92Cmqmdeseo7CtYwih_3aKlfv1mZc32MEC809aq0tzgEVGsg9uTqNjWue_jvsnl6dYkN-aZK26PZq1fwRheEgsRPKJueIjxjaA3ld8d8NZJ8jlE6qpmnGj8ZS4EPUmxJSp9g6iOIZaYEchj31haIyJpM5lNtsZFYVwI_LG0T_PEPmDs6YR_8llUK5wCxUKuYJ6xXsT9nRFuRg==", "id": "rs_09516b48ea7a6ed6016a078d5e0cac8191a5da252dbeb7990d", "summary": [ { "type": "summary_text", "text": "**Modifying equity snapshot tests**\n\nI need to update `add_equity_initial_snapshot` to make the cost basis optional, as the user requested this change. Right now, it’s a required field which isn’t ideal for them. Also, there’s the issue of silent overwriting since `_ensure_instrument` updates existing entries without notifying. For a wizard selected from the catalog, it might be fine, but for manual updates, I think we should avoid silence— a review and confirmation would be better. I’ll consider adding a `dataclass` like `InstrumentSearchSummary` too." } ] } ], "tool_calls": [ { "id": "call_7x1VyI8N22e5ceFY2oZbbywd", "call_id": "call_7x1VyI8N22e5ceFY2oZbbywd", "response_item_id": "fc_09516b48ea7a6ed6016a078d61e24081919616cda5f5d8eb2f", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":120,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/components/tables.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|\\n 4|def show_table(st, rows: list[dict[str, str]], *, empty_message: str = \\\"Keine Daten vorhanden.\\\") -> None:\\n 5| if rows:\\n 6| st.dataframe(rows, use_container_width=True, hide_index=True)\\n 7| else:\\n 8| st.info(empty_message)\\n 9|\", \"total_lines\": 8, \"file_size\": 267, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_7x1VyI8N22e5ceFY2oZbbywd" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB41ph-TO-rPtaDCIokUuehEYLAHc9zKf_1T5hN0AlIl4EXdPFszl9hm217VBIfbRaymM7A1fbehY3yKyzmKj3M8_B4z0B2xIOu2X1r-7Y94Monnl0NG7xKsybwX6H1M2X9jTiGZ9Mg06ddNQTDOM6IXHuLBiDczYwY90uY5foDI5tRSFAhpv5u8LmPhBPS_Tfd4FiAglRNrH6LcVkT-6bqw2mGkBIWk0c-cB_WdAllkdqfgO9hoUJfqOvI8SQaz_VjkktGlItDmY1HBmYUSfOJVU06KBlV4Oq3BAPYm1LacZV3N3YvRo1GRGWkYRwiII4g1UaXskTdZH7ul00k-5vTjDT87bcxxVpVxkXjDYoU7hf9I1WLLFGW_jW5IRzIYyk6TbwG465f7W3WeXur75OLVUN2E_raykH5k7H7QYkrbk_Lun_OAQRnBc2K0uQMHXj8avwZf3opf25PBbp4w04W8mGDFOM5JqCfD5Rd70dcOek4GCZj2YTizZ9nmoEa5bDnWLX6nEvbDQfzMMS3de7aPaeG5hpq9Bw393-fnieEkkv5oeR_fQZWJZWwr6NyuK8e4bEeCsOMejLRSjyY8RcH3h6r2jjBTmrE7I6q9igu9s0fcFH8hCZSLGlVIIZuFtsDwxS9evrAuzEaAiwoSdbMDBJwD0a4r7iBFUs6qSfaS1MkEcqE0GfFLJIx1hlyzAgr5PedK4GsiNqHKB5vu9BUFZR9Ih-KsHWGJBm9_HbsABvACRvyi1i93waJr0YSFVlT05f21Tm3LR8pHa2Gc5OhqCvMxu4dshr3WgOF6G8OSnhGa8mYOqc0gCPfgRYmSYYO17UXAYfhqE-uqS3BsmW3zLb9HIZjr71cQkeipDKImjXjxMOMhw3-lbrSiV8OkUJE4pnoI6U9_-d-s6Ce-YX8KW93KxhpYwDQ-Xbqitg9H4kyET5xc3mk9vVFJ2g8Rywj79j8pTKXO7oFzT3pWG9Pqbfsu3w3dnYZHrZhFXwzRe6Rw5vv2jBrLAm9G5h4ZTPJLPLcOet4IdFAQFkNYyLRYCEcrNkvof6SWrGhew1EUDLGrjE8G6mva8mejaIPkYK7AtmmFlqzkPQUaRANCvSAioR2pZFO1gc2KDjaM8aybW4Lt5FMdPccmCwxosTxPJk8eJxS2HauT5sG6N13OBRIkxquoL05IYqHz3UCdHBWJByb8VaMVO5s71xoThCFIk8B0zQ2MlZqA_QC6Qpdy1lul95xzx0ttp6xJKqIqWHnXZtJGULB1uOhvhqbTJLRxXi3Gb8F16zHpwZGUbIV404QqZXBRRUzuNkl8E4_6ydS9Q43Qr6ZK_gJBEeBiGZOzD2Z9GmeiJhQtPrDzHLBaSREgCqDSnpMpfUWiTrwbZhufmXdlM_qi3unLt8jO26prZqhH9eUMdbO5RHnFY8AkITEicmQi70pl-FD3RqSfdpT-9p8HdYqhxDFKxRD2YmREA7zV9lc5wKzc81aSRsOwLgk5VNH25cbWQnQ1uWKB7kVKrhOXT1MNJhpALBVnx62wLBZdlgGrJAAI6Abjlmva7H5u41eioqx6UjDq5f_uBiE8DnUbiYHyRLuPPBxjw6rDBUwhhLUfA4bdkZIWEWIeJUB_WFGjEVEG-xkLjINiKvhhbvd1_jaty1frfO9gOCThhqO0OOiIcbT4yQbA-PLnaF8scjcmdgS7NURf0WdQbG4JzFCeXMEjooUKBPgAIu6o7F7bPlasrpSlUsPoTe9KXySTX0DtzTY7CjCA5i_GFM7jerO6PbRHFhs7AeEAsu_lxH-sKRYR26Xq-geZF2n03VoZmQsgQTkwI0ek-OrTf3JeofrJjfrj5si_Bc9yc_l2rWrJ4tt_KoRlFjl2PubdICBBP22_e-GVKAVECTLtcpMgM4Dzx8lQNe_RAASxVAACp_6eu4gqEdvE6gXg0O1m8bBgrgz13kxD2kfPE6HsxjwTQRaBD4auReOFEu8ZNAhE8Wi2cJn_L6eb2xW7gLZf67FIUiTm3qLHwH9gQFY7L5s5LCKM8MrhcgnG0OwvxHKjrw3LEofdrn6BwY-a4Iu21-HgGEkHwsndaQyi4Zwc_DX2S1fCGKGO8ZNBn3oyVdBmOpt18UXRORlvHPZTceejFnOgXilfmBjZbk72zkqOiek0l8nxAWGbXKfGc-bWfET9U57KUsI4Cxp1XxDH1gfl859-8NZXja6c_Z6xeB6pPLdIZPIrOBYf2xwpHDUJvs4fvj4UiLftolyjyY6TQ3f_P6J39J3MN73F8bDDuYrvJFxOAJuRdT3kzyjB0-iCh5ldJYdDZ", "id": "rs_09516b48ea7a6ed6016a078d6547248191973f1951a7f5c3a7", "summary": [] } ], "tool_calls": [ { "id": "call_7gpNUr9M8uIUUtl9gckUzZsf", "call_id": "call_7gpNUr9M8uIUUtl9gckUzZsf", "response_item_id": "fc_09516b48ea7a6ed6016a078d694e588191a7863f8ed19e0e80", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|INITIAL_SCHEMA_SQL = \\\"\\\\nCREATE TABLE IF NOT EXISTS schema_migrations (\\\\n version INTEGER PRIMARY KEY,\\\\n name TEXT NOT NULL,\\\\n applied_at TEXT NOT NULL,\\\\n checksum TEXT NOT NULL\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS platforms (\\\\n platform_id TEXT PRIMARY KEY,\\\\n name TEXT NOT NULL UNIQUE,\\\\n platform_type TEXT NOT NULL,\\\\n country TEXT,\\\\n default_currency TEXT NOT NULL DEFAULT 'CHF',\\\\n is_active INTEGER NOT NULL DEFAULT 1,\\\\n notes TEXT,\\\\n created_at TEXT NOT NULL,\\\\n updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS accounts (\\\\n account_id TEXT PRIMARY KEY,\\\\n platform_id TEXT NOT NULL REFERENCES platforms(platform_id),\\\\n account_name TEXT NOT NULL,\\\\n account_type TEXT NOT NULL,\\\\n currency TEXT NOT NULL DEFAULT 'CHF',\\\\n performance_included INTEGER NOT NULL DEFAULT 1,\\\\n is_health_reserve INTEGER NOT NULL DEFAULT 0,\\\\n target_cash_min_chf NUMERIC,\\\\n target_cash_max_chf NUMERIC,\\\\n is_active INTEGER NOT NULL DEFAULT 1,\\\\n notes TEXT,\\\\n created_at TEXT NOT NULL,\\\\n updated_at TEXT,\\\\n UNIQUE(platform_id, account_name)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS instruments (\\\\n instrument_id TEXT PRIMARY KEY,\\\\n asset_class TEXT NOT NULL,\\\\n name TEXT NOT NULL,\\\\n ticker TEXT,\\\\n isin TEXT,\\\\n exchange TEXT,\\\\n currency TEXT NOT NULL,\\\\n country TEXT,\\\\n sector TEXT,\\\\n industry TEXT,\\\\n provider_symbol TEXT,\\\\n data_provider_primary TEXT,\\\\n position_category TEXT,\\\\n ter TEXT,\\\\n distribution_policy TEXT,\\\\n index_name TEXT,\\\\n fund_domicile TEXT,\\\\n benchmark TEXT,\\\\n data_provider_fallback TEXT,\\\\n is_active INTEGER NOT NULL DEFAULT 1,\\\\n notes TEXT,\\\\n created_at TEXT NOT NULL,\\\\n updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS transactions (\\\\n transaction_id TEXT PRIMARY KEY,\\\\n transaction_type TEXT NOT NULL,\\\\n account_id TEXT NOT NULL REFERENCES accounts(account_id),\\\\n instrument_id TEXT REFERENCES instruments(instrument_id),\\\\n trade_date TEXT N... [truncated]\\n 2|\\n 3|REQUIRED_TABLES = [\\n 4| \\\"schema_migrations\\\", \\\"platforms\\\", \\\"accounts\\\", \\\"instruments\\\", \\\"transactions\\\",\\n 5| \\\"positions_snapshot\\\", \\\"cash_balances\\\", \\\"fx_rates\\\", \\\"market_prices\\\",\\n 6| \\\"crypto_wallets\\\", \\\"crypto_assets\\\", \\\"crypto_holdings\\\", \\\"crypto_transactions\\\",\\n 7| \\\"crypto_prices\\\", \\\"watchlist\\\", \\\"reports\\\", \\\"alerts\\\", \\\"audit_log\\\",\\n 8| \\\"import_sessions\\\", \\\"decision_journal\\\", \\\"instrument_mappings\\\",\\n 9| \\\"platform_account_mappings\\\", \\\"broker_import_dry_runs\\\",\\n 10|]\\n 11|\", \"total_lines\": 10, \"file_size\": 12653, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_7gpNUr9M8uIUUtl9gckUzZsf" }, { "role": "assistant", "content": "", "reasoning": "**Patching FX for snapshot**\n\nI see that we need to handle the missing foreign exchange (FX) rates for the initial snapshot. If the currency is foreign and doesn't have an available FX rate, I should produce an alert. It looks like there's already an existing provider, but I need to check the safety tests for that API. Also, for users on the dashboard without IDs, I should use a filtered display. Time to patch this up!", "finish_reason": "tool_calls", "reasoning_content": "**Patching FX for snapshot**\n\nI see that we need to handle the missing foreign exchange (FX) rates for the initial snapshot. If the currency is foreign and doesn't have an available FX rate, I should produce an alert. It looks like there's already an existing provider, but I need to check the safety tests for that API. Also, for users on the dashboard without IDs, I should use a filtered display. Time to patch this up!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqB41yNvEgd-VM5Bt3xBdolY23CFc4j5TyYrh-HXQ6Sdce6RgtshPfMuqexvq0KYoZ4UlyZMOwpGXWgcSxiaHbPF9a-8wxkVI8soCvzojW28C5iu6gs2PqZjnZdAUcnQE7S2wnSPmUbVDHV2raAU8j8w22CIcZ-Xrkb2tLB2atY3eqYJCS1WwLrbgclCg9tRUTl7QgRahTHAgrt1SZzxAkHi5YpjwczOHocbwwduzkYZTZXXqtiSN5dXPrf_aDHeu7FfxfTiRXxKSqVd2d3TLIv_cwBGGisMb-O1TcUZwg8XL-YiVJoBBo1in3OBT6YFRltO9B7AC2l84Www09CRDM1dG6mSi9LyeZFPbNy7nV0yR4pM8611FFlOC0UBUGy3n9BiaOpaTkMs3veZCL2Y9k6QvgHsR_6f5SuwY6CzipIwXWvq8G7eSS7eJ2VwXM2S3Q6ROjVjAZCfYSAecjiHArI5Vzgs43UmLbGZF3vNhWWazFjflS1En0RwD0XczZCJnZrwJhYaXL552ZZh5LbQEQVkDSelyC0YlyjXKKXwtzFv1UyMmmniC4gvcrWOd2y8oKXdr_K0ghSbqY7bVO012xh031OZPEbO8pPmIU03Bhtwre5Y93-48salyGbiMVQpX1jkN1vlg6K5BhENdd7t7_ClBDD4gYzoI2TaJgmm4K0Bk1eVCNm6KwxHO1EbtQsPGeUgfmZQEes9sKjQILFJLBbxb-ogB0QYxkHdqCgoxbaC6_915SncybqZN7nwgyQvL_6cCU-qGZDDz2-ustjd-Bs_mzfi14EtL8LSoR8YqISlHfIn8R76PIKuaOLx1rNHSuGWdY2U7BJYsiq5pp3-BvZkA-_9cn4doe_s1J0L7X6GrQ5yJ1-oR_RDuaJZVwPJSirqA9WpxRtBcrGb7YQr7XXNU7l_6SFzNVRQDDDCsrUhxEHkGvDVgbHhFJq_e2fY0fVR5iiO310evusHXihRgoPa6kYRo-rF3fBRV0GxSxiIyZOOBi7L3Kl_3G7nFfBwz8SdMa-sKevExj_KACcc_h-yqoE5O8U2yYviK71bhDfcmCXU3Kh0IbZgNU6QIseWFlGHnuAwo5a8G0lAlAP_8G4m7dHEIUeyvLVbqL3fGhz493Jn4t01uylg-XS-mDIEfMX5g0dnVppaiHn6vNxZ4GSgMzm-asQTZCgK5J9z-9Q2U2OfDmM4H7eD4IwJxm7K1hDpZKHUt_topObEavogvZG7rVKPww2Ucuhesy_l9cW9-fbsoP81LqRcXnVXUyjhU6rodZR5yOBQxo6_NZ0HuJzVwGWoTSYfL5_gmTJVGPN8J4goi3xExoJjeUAZ73qbvd3bX83yVM7JjUEyWjfdbw3U4XoqeWihq5PwpNrMaEV_zDYx7KojrmGL_sDpDxBGRQvzp7l9WhZpsCsr3YLJWAoo6iGcL4yfdmftIX-b6FJ_qaTJwkDgjUnteqjsZGRycMN2YtZ9qaSiZjpGJfeyD_jq7WgKTX6Z9qjsLgUuOc1yiht2vUlG145McF3HZr9QkGe0Rn9yopCuCcHjUBBGSHhCUXSx3wI5NRoTJH2PhacNFBEqU5iTIBfhshyC2RtDr6mrCxFETd7QDwPNFSdtOwP5CfV7M-YpocdVPkpILWNw8I4Vxb-2Vh5R_00dSkoPugrGYi9qC8es5zKEZDL32tqsHa1WLUj-HdQCu4H1UZhlB_njrF3jKOJZdpQrzDUm_1WfQMsefLaOEcEFrJjON00CrraKD08WeaafhnFgn6imtlmghaYLonqp_HpwbeNAPvfoIiTodSeBMEcZ_wC7cUbZYP_2OGK9SSijoBBoTQNJ2swskkPPELIp_zEFs2KWb2VbnXnmxCjSmnrDyY6j08ERIQ9D5LRmuw2aA4zqtdJNYFLkWyshS4Ia5e3EpDG_CdESeAVi1fQtHrdeSIx3FH1xz0MlcrNwdMVPBjdpSSla1r1nKeqB-UJlX5y0_rlueS8b9A8U8-JDz23W86gA29MUhuq2PhhCRx7V4VZw8P_8ERh76syAZ9lUboEag6X4wiWuvEZfhoUvQcYWN3l0yHXjPiMRpkbebP3ux8xut_i5pYIwDFkTSVWDkrNjvInLiYT1IKRykX95iq_fR_VNor-fHzzDq-ch3eMxhbekZxy8RYCWuCP4sMm1EhGez8fU4gXFBNtP1UoG5FlBSQEASz6ca0KkUZ2Xtdo1RrJIml3RrDhpJNzmOpPNN76hr9hwhuYDjr2QatfdnaI1h-99oDo7TTpElKBpurPFJv3528_HvTFO4R0Tz7Yq8xQ6hTy5A82Jk8l0HYcvC4wAaNv5piWbIzTSINcGltwdn1n6EKloOu2NgXQL5fFkv0yUpAIjwx7JyhsKRVNhoLscCbQvSz6f5g5_PtiG7ZpcQTnZURdaOZsjwbb-W4NrXITbo16MIpi9903zXjM9pEn-AS-TlaO44XXaEqMDWbRNWGclHCLLnHx2UwGy_wx5EV7dp6GPQMKlojmEjLb_R8QXa7gKq01lXZrChQVi-Bf3_y4VzUPlOB0jwuZ-tCFSoqXYoqtow_JAjLvg8wXynAhJ2Jp6yxmJyDDztjfkzK8CdwCZGecP0laabMqrZE3GlwNRgHzHf9xKAPcG_aSCmeU5LdJN_AGTIwz84ZgY73YzOBd7CERNvKKaWn3HksH6ifFm_pUzR22UxshAXWyGhKfQ83WAwCyhqPhApLLkdCVpGO-C-Rq-4dW8c=", "id": "rs_09516b48ea7a6ed6016a078d6cd9c881918ac251fd993fd96c", "summary": [ { "type": "summary_text", "text": "**Patching FX for snapshot**\n\nI see that we need to handle the missing foreign exchange (FX) rates for the initial snapshot. If the currency is foreign and doesn't have an available FX rate, I should produce an alert. It looks like there's already an existing provider, but I need to check the safety tests for that API. Also, for users on the dashboard without IDs, I should use a filtered display. Time to patch this up!" } ] } ], "tool_calls": [ { "id": "call_X74ojkaNNms94kw5xlbKzFnt", "call_id": "call_X74ojkaNNms94kw5xlbKzFnt", "response_item_id": "fc_09516b48ea7a6ed6016a078d72e7bc8191b275ffa547d286b5", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py')\\ns=p.read_text()\\n# Insert ensure and search functions before add_equity_initial_snapshot\\ninsert=r'''\\n\\ndef ensure_standard_broker_accounts(conn: Connection) -> dict[str, int]:\\n \\\"\\\"\\\"Ensure manual-entry broker platforms exist. No holdings are imported.\\\"\\\"\\\"\\n now = utc_now()\\n created_platforms = 0\\n created_accounts = 0\\n specs = [\\n (\\\"postfinance\\\", \\\"PostFinance\\\"),\\n (\\\"true_wealth\\\", \\\"True Wealth\\\"),\\n (\\\"raiffeisen\\\", \\\"Raiffeisen\\\"),\\n (\\\"other_broker\\\", \\\"Anderes Konto\\\"),\\n ]\\n for platform_id, name in specs:\\n row = conn.execute(\\\"SELECT platform_id FROM platforms WHERE name=?\\\", (name,)).fetchone()\\n pid = row[\\\"platform_id\\\"] if row else platform_id\\n if row is None:\\n conn.execute(\\n \\\"INSERT OR IGNORE INTO platforms(platform_id,name,platform_type,country,default_currency,is_active,notes,created_at) VALUES(?,?,?,?,?,?,?,?)\\\",\\n (pid, name, \\\"broker\\\", \\\"CH\\\", \\\"CHF\\\", 1, \\\"Manual equity/ETF entry platform; no broker import.\\\", now),\\n )\\n created_platforms += 1\\n acc = conn.execute(\\\"SELECT account_id FROM accounts WHERE platform_id=? AND account_name=?\\\", (pid, \\\"Manual Portfolio\\\")).fetchone()\\n if acc is None:\\n account_id = stable_id(\\\"account\\\", pid, \\\"Manual Portfolio\\\", \\\"CHF\\\")\\n conn.execute(\\n \\\"INSERT OR IGNORE INTO accounts(account_id,platform_id,account_name,account_type,currency,is_active,notes,created_at) VALUES(?,?,?,?,?,?,?,?)\\\",\\n (account_id, pid, \\\"Manual Portfolio\\\", \\\"brokerage\\\", \\\"CHF\\\", 1, \\\"Manual equity/ETF entries only; no DOCX import.\\\", now),\\n )\\n created_accounts += 1\\n if created_platforms or created_accounts:\\n record_audit_event(\\n conn,\\n source=\\\"equity_manage\\\",\\n action=\\\"ensure_manual_broker_accounts\\\",\\n entity_type=\\\"account\\\",\\n entity_id=\\\"manual_broker_accounts\\\",\\n new_values={\\\"platforms_created\\\": created_platforms, \\\"accounts_created\\\": created_accounts},\\n user_text_note=\\\"Ensure manual-entry broker accounts; no productive broker import.\\\",\\n confirmed=True,\\n created_by=\\\"dashboard\\\",\\n )\\n conn.commit()\\n return {\\\"platforms_created\\\": created_platforms, \\\"accounts_created\\\": created_accounts}\\n\\n\\ndef _latest_market_price(conn: Connection, instrument_id: str) -> tuple[str, str]:\\n row = conn.execute(\\n \\\"\\\"\\\"\\n SELECT close, adjusted_close, price_date\\n FROM market_prices\\n WHERE instrument_id=?\\n ORDER BY price_date DESC, fetched_at DESC\\n LIMIT 1\\n \\\"\\\"\\\",\\n (instrument_id,),\\n ).fetchone()\\n if not row:\\n return \\\"\\\", \\\"\\\"\\n return (row[\\\"adjusted_close\\\"] or row[\\\"close\\\"] or \\\"\\\", row[\\\"price_date\\\"] or \\\"\\\")\\n\\n\\ndef search_instrument_candidates(\\n conn: Connection,\\n *,\\n query: str,\\n asset_class: str | None = None,\\n exchange: str | None = None,\\n currency: str | None = None,\\n country: str | None = None,\\n provider: str | None = None,\\n include_external: bool = False,\\n) -> dict[str, object]:\\n \\\"\\\"\\\"Search local instrument catalog. External providers are only used when explicitly enabled by caller.\\\"\\\"\\\"\\n from jarvis_finance.market_data.catalog import search_instruments, UnavailableCatalogLookupProvider\\n\\n q = str(query or \\\"\\\").strip()\\n if not q:\\n return {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True, \\\"provider_lookup_attempted\\\": False}\\n providers = [UnavailableCatalogLookupProvider()] if include_external else []\\n results, warnings = search_instruments(conn, q, asset_class, providers=providers)\\n filtered = []\\n for r in results:\\n if exchange and (r.exchange or \\\"\\\").upper() != exchange.upper():\\n continue\\n if currency and (r.trading_currency or r.instrument_currency or \\\"\\\").upper() != currency.upper():\\n continue\\n if provider and (r.provider or \\\"\\\").lower() != provider.lower():\\n continue\\n # country is prepared for future provider-enriched catalog entries; current result object may not include it.\\n row = {\\n \\\"catalog_entry_id\\\": r.catalog_entry_id or \\\"\\\",\\n \\\"name\\\": r.name,\\n \\\"isin\\\": r.isin or \\\"\\\",\\n \\\"ticker\\\": r.ticker or \\\"\\\",\\n \\\"exchange\\\": r.exchange or \\\"\\\",\\n \\\"currency\\\": r.trading_currency or r.instrument_currency or \\\"\\\",\\n \\\"asset_class\\\": r.asset_class,\\n \\\"data_source\\\": r.source,\\n \\\"mapping_status\\\": \\\"exact_isin_match\\\" if r.isin and q.upper() == (r.isin or \\\"\\\").upper() else (\\\"manual_selection_required\\\" if (r.ticker or \\\"\\\").upper() == q.upper() else \\\"candidate\\\"),\\n \\\"confidence\\\": r.confidence,\\n \\\"last_price\\\": \\\"\\\",\\n \\\"price_date\\\": \\\"\\\",\\n \\\"selection_required\\\": \\\"yes\\\",\\n }\\n inst = None\\n if row[\\\"isin\\\"]:\\n inst = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=COALESCE(?, COALESCE(exchange,'')) AND currency=? LIMIT 1\\\", (row[\\\"isin\\\"], row[\\\"exchange\\\"], row[\\\"currency\\\"] or \\\"CHF\\\")).fetchone()\\n if inst:\\n row[\\\"last_price\\\"], row[\\\"price_date\\\"] = _latest_market_price(conn, inst[\\\"instrument_id\\\"])\\n filtered.append(row)\\n # ISIN exact single hit may be unambiguous for display, but user still must click/select before writing.\\n selection_required = True\\n if not filtered:\\n warnings.append(\\\"no_local_match_manual_entry_allowed\\\")\\n if include_external and \\\"provider_lookup_unavailable\\\" in warnings:\\n warnings.append(\\\"manual_entry_allowed\\\")\\n return {\\\"results\\\": filtered, \\\"warnings\\\": warnings, \\\"selection_required\\\": selection_required, \\\"provider_lookup_attempted\\\": include_external}\\n'''\\nif 'def search_instrument_candidates' not in s:\\n s=s.replace('\\\\ndef add_equity_initial_snapshot', insert+'\\\\n\\\\ndef add_equity_initial_snapshot')\\n# Change cost basis param default and logic\\ns=s.replace(' cost_basis_original_text: str,\\\\n snapshot_date: str,', ' cost_basis_original_text: str | None = None,\\\\n snapshot_date: str,')\\ns=s.replace(' gross = parse_decimal_text(cost_basis_original_text, field_name=\\\"cost basis\\\")\\\\n if gross < 0:\\\\n raise ValueError(\\\"cost basis must be >= 0\\\")', ' warnings: list[str] = []\\\\n if cost_basis_original_text in {None, \\\"\\\"}:\\\\n gross = Decimal(\\\"0\\\")\\\\n warnings.append(\\\"cost_basis_uncertain\\\")\\\\n else:\\\\n gross = parse_decimal_text(str(cost_basis_original_text), field_name=\\\"cost basis\\\")\\\\n if gross < 0:\\\\n raise ValueError(\\\"cost basis must be >= 0\\\")')\\ns=s.replace(' tx_id, warnings = _insert_transaction(\\\\n', ' tx_id, tx_warnings = _insert_transaction(\\\\n', 1)\\ns=s.replace(' record_audit_event(\\\\n conn,\\\\n source=\\\"equity_manage\\\",', ' warnings.extend(tx_warnings)\\\\n if \\\"cost_basis_uncertain\\\" in warnings:\\\\n create_alert(conn, priority=\\\"warnung\\\", category=\\\"equity\\\", entity_type=\\\"transaction\\\", entity_id=tx_id, rule_id=\\\"cost_basis_uncertain\\\", message=\\\"Cost basis is missing for manual initial snapshot; performance metrics are incomplete.\\\", evidence={\\\"instrument_id\\\": instrument_id}, fingerprint=\\\"cost_basis_uncertain\\\")\\\\n create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"missing_market_price\\\", message=\\\"Market price is missing for manually added instrument until mapping/price update is confirmed.\\\", evidence={}, fingerprint=\\\"missing_market_price\\\")\\\\n record_audit_event(\\\\n conn,\\\\n source=\\\"equity_manage\\\",', 1)\\np.write_text(s)\\nprint('patched manage')\"}" } } ] }, { "role": "tool", "name": "execute_code", "content": "{\"status\": \"success\", \"output\": \"patched manage\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.22}", "tool_call_id": "call_X74ojkaNNms94kw5xlbKzFnt" } ] }