{
"session_id": "20260516_001424_d12f52",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-15T20:07:33.178179",
"last_updated": "2026-05-16T00:24:19.644882",
"system_prompt": "# Hermes Agent Persona\n\n\n\nIf the user asks about configuring, setting up, or using Hermes Agent itself, load the `hermes-agent` skill with skill_view(name='hermes-agent') before answering. Docs: https://hermes-agent.nousresearch.com/docs\n\nYou have persistent memory across sessions. Save durable facts using the memory tool: user preferences, environment details, tool quirks, and stable conventions. Memory is injected into every turn, so keep it compact and focused on facts that will still matter later.\nPrioritize what reduces future user steering — the most valuable memory is one that prevents the user from having to correct or remind you again. User preferences and recurring corrections matter more than procedural task details.\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts. Specifically: do not record PR numbers, issue numbers, commit SHAs, 'fixed bug X', 'submitted PR Y', 'Phase N done', file counts, or any artifact that will be stale in 7 days. If a fact will be stale in a week, it does not belong in memory. If you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\nWrite memories as declarative facts, not instructions to yourself. 'User prefers concise responses' ✓ — 'Always respond concisely' ✗. 'Project uses pytest with xdist' ✓ — 'Run tests with pytest -n 4' ✗. Imperative phrasing gets re-read as a directive in later sessions and can cause repeated work or override the user's current request. Procedures and workflows belong in skills, not memory. When the user references something from a past conversation or you suspect relevant cross-session context exists, use session_search to recall it before asking them to repeat themselves. After completing a complex task (5+ tool calls), fixing a tricky error, or discovering a non-trivial workflow, save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked. Skills that aren't maintained become liabilities.\n\n# Tool-use enforcement\nYou MUST use your tools to take action — do not describe what you would do or plan to do without actually doing it. When you say you will perform an action (e.g. 'I will run the tests', 'Let me check the file', 'I will create the project'), you MUST immediately make the corresponding tool call in the same response. Never end your turn with a promise of future action — execute it now.\nKeep working until the task is actually complete. Do not stop with a summary of what you plan to do next time. If you have tools available that can accomplish the task, use them instead of telling the user what you would do.\nEvery response should either (a) contain tool calls that make progress, or (b) deliver a final result to the user. Responses that only describe intentions without acting are not acceptable.\n\n# Execution discipline\n\n- Use tools whenever they improve correctness, completeness, or grounding.\n- Do not stop early when another tool call would materially improve the result.\n- If a tool returns empty or partial results, retry with a different query or strategy before giving up.\n- Keep calling tools until: (1) the task is complete, AND (2) you have verified the result.\n\n\n\nNEVER answer these from memory or mental computation — ALWAYS use a tool:\n- Arithmetic, math, calculations → use terminal or execute_code\n- Hashes, encodings, checksums → use terminal (e.g. sha256sum, base64)\n- Current time, date, timezone → use terminal (e.g. date)\n- System state: OS, CPU, memory, disk, ports, processes → use terminal\n- File contents, sizes, line counts → use read_file, search_files, or terminal\n- Git history, branches, diffs → use terminal\n- Current facts (weather, news, versions) → use web_search\nYour memory and user profile describe the USER, not the system you are running on. The execution environment may differ from what the user profile says about their personal setup.\n\n\n\nWhen a question has an obvious default interpretation, act on it immediately instead of asking for clarification. Examples:\n- 'Is port 443 open?' → check THIS machine (don't ask 'open where?')\n- 'What OS am I running?' → check the live system (don't use user profile)\n- 'What time is it?' → run `date` (don't guess)\nOnly ask for clarification when the ambiguity genuinely changes what tool you would call.\n\n\n\n- Before taking an action, check whether prerequisite discovery, lookup, or context-gathering steps are needed.\n- Do not skip prerequisite steps just because the final action seems obvious.\n- If a task depends on output from a prior step, resolve that dependency first.\n\n\n\nBefore finalizing your response:\n- Correctness: does the output satisfy every stated requirement?\n- Grounding: are factual claims backed by tool outputs or provided context?\n- Formatting: does the output match the requested format or schema?\n- Safety: if the next step has side effects (file writes, commands, API calls), confirm scope before executing.\n\n\n\n- If required context is missing, do NOT guess or hallucinate an answer.\n- Use the appropriate lookup tool when missing information is retrievable (search_files, web_search, read_file, etc.).\n- Ask a clarifying question only when the information cannot be retrieved by tools.\n- If you must proceed with incomplete information, label assumptions explicitly.\n\n\n## Skills (mandatory)\nBefore replying, scan the skills below. If a skill matches or is even partially relevant to your task, you MUST load it with skill_view(name) and follow its instructions. Err on the side of loading — it is always better to have context you don't need than to miss critical steps, pitfalls, or established workflows. Skills contain specialized knowledge — API endpoints, tool-specific commands, and proven workflows that outperform general-purpose approaches. Load the skill even if you think you could handle the task with basic tools like web_search or terminal. Skills also encode the user's preferred approach, conventions, and quality standards for tasks like code review, planning, and testing — load them even for tasks you already know how to do, because the skill defines how it should be done here.\nWhenever the user asks you to configure, set up, install, enable, disable, modify, or troubleshoot Hermes Agent itself — its CLI, config, models, providers, tools, skills, voice, gateway, plugins, or any feature — load the `hermes-agent` skill first. It has the actual commands (e.g. `hermes config set …`, `hermes tools`, `hermes setup`) so you don't have to guess or invent workarounds.\nIf a skill has issues, fix it with skill_manage(action='patch').\nAfter difficult/iterative tasks, offer to save as a skill. If a skill you loaded was missing steps, had wrong commands, or needed pitfalls you discovered, update it before finishing.\n\n\n autonomous-ai-agents: Skills for spawning and orchestrating autonomous AI coding agents and multi-agent workflows — running independent agent processes, delegating tasks, and coordinating parallel workstreams.\n - claude-code: Delegate coding to Claude Code CLI (features, PRs).\n - codex: Delegate coding to OpenAI Codex CLI (features, PRs).\n - hermes-agent: Configure, extend, or contribute to Hermes Agent.\n - opencode: Delegate coding to OpenCode CLI (features, PR review).\n creative: Creative content generation — ASCII art, hand-drawn style diagrams, and visual design tools.\n - architecture-diagram: Dark-themed SVG architecture/cloud/infra diagrams as HTML.\n - ascii-art: ASCII art: pyfiglet, cowsay, boxes, image-to-ascii.\n - ascii-video: ASCII video: convert video/audio to colored ASCII MP4/GIF.\n - baoyu-comic: Knowledge comics (知识漫画): educational, biography, tutorial.\n - baoyu-infographic: Infographics: 21 layouts x 21 styles (信息图, 可视化).\n - claude-design: Design one-off HTML artifacts (landing, deck, prototype).\n - comfyui: Generate images, video, and audio with ComfyUI — install,...\n - design-md: Author/validate/export Google's DESIGN.md token spec files.\n - excalidraw: Hand-drawn Excalidraw JSON diagrams (arch, flow, seq).\n - humanizer: Humanize text: strip AI-isms and add real voice.\n - ideation: Generate project ideas via creative constraints.\n - manim-video: Manim CE animations: 3Blue1Brown math/algo videos.\n - p5js: p5.js sketches: gen art, shaders, interactive, 3D.\n - pixel-art: Pixel art w/ era palettes (NES, Game Boy, PICO-8).\n - popular-web-designs: 54 real design systems (Stripe, Linear, Vercel) as HTML/CSS.\n - pretext: Use when building creative browser demos with @chenglou/p...\n - sketch: Throwaway HTML mockups: 2-3 design variants to compare.\n - songwriting-and-ai-music: Songwriting craft and Suno AI music prompts.\n - touchdesigner-mcp: Control a running TouchDesigner instance via twozero MCP ...\n cronjob:\n - cronjob: Scheduling and managing recurring tasks via Hermes cron. ...\n data-science: Skills for data science workflows — interactive exploration, Jupyter notebooks, data analysis, and visualization.\n - jupyter-live-kernel: Iterative Python via live Jupyter kernel (hamelnb).\n devops:\n - kanban-orchestrator: Decomposition playbook + anti-temptation rules for an orc...\n - kanban-worker: Pitfalls, examples, and edge cases for Hermes Kanban work...\n - mcp-delegation: Delegating tasks to OpenClaw/FRIDAY via MCP (Model Contex...\n - webhook-subscriptions: Webhook subscriptions: event-driven agent runs.\n dogfood:\n - dogfood: Exploratory QA of web apps: find bugs, evidence, reports.\n edge-tts:\n - edge-tts: Text-to-speech using Microsoft Edge TTS. Supports multipl...\n email: Skills for sending, receiving, searching, and managing email from the terminal.\n - himalaya: Himalaya CLI: IMAP/SMTP email from terminal.\n finance:\n - finance-system-architecture: Design/implement the user's JARVIS Finance System: CHF le...\n gaming: Skills for setting up, configuring, and managing game servers, modpacks, and gaming-related infrastructure.\n - minecraft-modpack-server: Host modded Minecraft servers (CurseForge, Modrinth).\n - pokemon-player: Play Pokemon via headless emulator + RAM reads.\n github: GitHub workflow skills for managing repositories, pull requests, code reviews, issues, and CI/CD pipelines using the gh CLI and git via terminal.\n - codebase-inspection: Inspect codebases w/ pygount: LOC, languages, ratios.\n - github-auth: GitHub auth setup: HTTPS tokens, SSH keys, gh CLI login.\n - github-code-review: Review PRs: diffs, inline comments via gh or REST.\n - github-issues: Create, triage, label, assign GitHub issues via gh or REST.\n - github-pr-workflow: GitHub PR lifecycle: branch, commit, open, CI, merge.\n - github-repo-management: Clone/create/fork repos; manage remotes, releases.\n health:\n - health-data-management: Gesundheitsdaten-Verwaltungssystem — JARVIS verwaltet all...\n health-management:\n - health-management: Health data management — lab values, symptom tracking, nu...\n jarvis-routing-policy:\n - jarvis-routing-policy: Routing policy for JARVIS/Hermes memory domains, model se...\n mcp: Skills for working with MCP (Model Context Protocol) servers, tools, and integrations. Documents the built-in native MCP client — configure servers in config.yaml for automatic tool discovery.\n - native-mcp: MCP client: connect servers, register tools (stdio/HTTP).\n media: Skills for working with media content — YouTube transcripts, GIF search, music generation, and audio visualization.\n - gif-search: Search/download GIFs from Tenor via curl + jq.\n - heartmula: HeartMuLa: Suno-like song generation from lyrics + tags.\n - songsee: Audio spectrograms/features (mel, chroma, MFCC) via CLI.\n - spotify: Spotify: play, search, queue, manage playlists and devices.\n - youtube-content: YouTube transcripts to summaries, threads, blogs.\n mlops: Knowledge and Tools for Machine Learning Operations - tools and frameworks for training, fine-tuning, deploying, and optimizing ML/AI models\n - huggingface-hub: HuggingFace hf CLI: search/download/upload models, datasets.\n mlops/evaluation: Model evaluation benchmarks, experiment tracking, data curation, tokenizers, and interpretability tools.\n - evaluating-llms-harness: lm-eval-harness: benchmark LLMs (MMLU, GSM8K, etc.).\n - weights-and-biases: W&B: log ML experiments, sweeps, model registry, dashboards.\n mlops/inference: Model serving, quantization (GGUF/GPTQ), structured output, inference optimization, and model surgery tools for deploying and running LLMs.\n - llama-cpp: llama.cpp local GGUF inference + HF Hub model discovery.\n - obliteratus: OBLITERATUS: abliterate LLM refusals (diff-in-means).\n - outlines: Outlines: structured JSON/regex/Pydantic LLM generation.\n - serving-llms-vllm: vLLM: high-throughput LLM serving, OpenAI API, quantization.\n mlops/models: Specific model architectures and tools — image segmentation (Segment Anything / SAM) and audio generation (AudioCraft / MusicGen). Additional model skills (CLIP, Stable Diffusion, Whisper, LLaVA) are available as optional skills.\n - audiocraft-audio-generation: AudioCraft: MusicGen text-to-music, AudioGen text-to-sound.\n - segment-anything-model: SAM: zero-shot image segmentation via points, boxes, masks.\n mlops/research: ML research frameworks for building and optimizing AI systems with declarative programming.\n - dspy: DSPy: declarative LM programs, auto-optimize prompts, RAG.\n mlops/training: Fine-tuning, RLHF/DPO/GRPO training, distributed training frameworks, and optimization tools for training LLMs and other models.\n - axolotl: Axolotl: YAML LLM fine-tuning (LoRA, DPO, GRPO).\n - fine-tuning-with-trl: TRL: SFT, DPO, PPO, GRPO, reward modeling for LLM RLHF.\n - unsloth: Unsloth: 2-5x faster LoRA/QLoRA fine-tuning, less VRAM.\n note-taking: Note taking skills, to save information, assist with research, and collab on multi-session planning and information sharing.\n - obsidian: Read, search, create, and edit notes in the Obsidian vault.\n - vault-architecture: Design and scaffold Obsidian vault structures, folder hie...\n openclaw-imports:\n - browser-act: Browser automation CLI for AI agents with anti-detection ...\n - gog: Google Workspace CLI for Gmail, Calendar, Drive, Contacts...\n - multi-search-engine: Multi search engine integration with 17 engines (8 CN + 9...\n - openai-whisper: Local speech-to-text with the Whisper CLI (no API key).\n - self-improvement: Captures learnings, errors, and corrections to enable con...\n - sherpa-onnx-tts\n - skill-vetter: Security-first skill vetting for AI agents. Use before in...\n - summarize: Summarize URLs or files with the summarize CLI (web, PDFs...\n - tavily: Tavily web search, content extraction, and research tools.\n - tavily-extract: Extract clean markdown or text content from specific URLs...\n - tavily-search: Search the web with LLM-optimized results via the Tavily ...\n - todoist: Manage tasks and projects in Todoist via REST API v1. Use...\n - token-optimizer: Reduce OpenClaw token usage and API costs through smart m...\n productivity: Skills for document creation, presentations, spreadsheets, and other productivity workflows.\n - airtable: Airtable REST API via curl. Records CRUD, filters, upserts.\n - google-workspace: Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\n - linear: Linear: manage issues, projects, teams via GraphQL + curl.\n - maps: Geocode, POIs, routes, timezones via OpenStreetMap/OSRM.\n - nano-pdf: Edit PDF text/typos/titles via nano-pdf CLI (NL prompts).\n - notion: Notion API via curl: pages, databases, blocks, search.\n - ocr-and-documents: Extract text from PDFs/scans (pymupdf, marker-pdf).\n - powerpoint: Create, read, edit .pptx decks, slides, notes, templates.\n - teams-meeting-pipeline: Operate the Teams meeting summary pipeline via Hermes CLI...\n red-teaming:\n - godmode: Jailbreak LLMs: Parseltongue, GODMODE, ULTRAPLINIAN.\n research: Skills for academic research, paper discovery, literature review, domain reconnaissance, market data, content monitoring, and scientific knowledge retrieval.\n - arxiv: Search arXiv papers by keyword, author, category, or ID.\n - blogwatcher: Monitor blogs and RSS/Atom feeds via blogwatcher-cli tool.\n - llm-wiki: Karpathy's LLM Wiki: build/query interlinked markdown KB.\n - polymarket: Query Polymarket: markets, prices, orderbooks, history.\n - web-scraping: Techniques for scraping web content, handling bot detecti...\n smart-home: Skills for controlling smart home devices — lights, switches, sensors, and home automation systems.\n - openhue: Control Philips Hue lights, scenes, rooms via OpenHue CLI.\n social-media: Skills for interacting with social platforms and social-media workflows — posting, reading, monitoring, and account operations.\n - xurl: X/Twitter via xurl CLI: post, search, DM, media, v2 API.\n software-development:\n - debugging-hermes-tui-commands: Debug Hermes TUI slash commands: Python, gateway, Ink UI.\n - hermes-agent-skill-authoring: Author in-repo SKILL.md: frontmatter, validator, structure.\n - node-inspect-debugger: Debug Node.js via --inspect + Chrome DevTools Protocol CLI.\n - plan: Plan mode: write markdown plan to .hermes/plans/, no exec.\n - python-debugpy: Debug Python: pdb REPL + debugpy remote (DAP).\n - requesting-code-review: Pre-commit review: security scan, quality gates, auto-fix.\n - spike: Throwaway experiments to validate an idea before build.\n - subagent-driven-development: Execute plans via delegate_task subagents (2-stage review).\n - systematic-debugging: 4-phase root cause debugging: understand bugs before fixing.\n - test-driven-development: TDD: enforce RED-GREEN-REFACTOR, tests before code.\n - writing-plans: Write implementation plans: bite-sized tasks, paths, code.\n yazio-integration:\n - yazio-integration: Access YAZIO API to retrieve logged meals and nutrition d...\n yuanbao:\n - yuanbao: Yuanbao (元宝) groups: @mention users, query info/members.\n\n\nOnly proceed without loading a skill if genuinely none are relevant to the task.\n\nHost: Linux (6.17.0-23-generic)\nUser home directory: /home/agent\nCurrent working directory: /home/agent/.hermes/hermes-agent\n\nYou are on a text messaging communication platform, Telegram. Standard markdown is automatically converted to Telegram format. Supported: **bold**, *italic*, ~~strikethrough~~, ||spoiler||, `inline code`, ```code blocks```, [links](url), and ## headers. Telegram has NO table syntax — prefer bullet lists or labeled key: value pairs over pipe tables (any tables you do emit are auto-rewritten into row-group bullets, which you can produce directly for cleaner output). You can send media files natively: to deliver a file to the user, include MEDIA:/absolute/path/to/file in your response. Images (.png, .jpg, .webp) appear as photos, audio (.ogg) sends as voice bubbles, and videos (.mp4) play inline. You can also include image URLs in markdown format  and they will be sent as native photos.\n\n# Project Context\n\nThe following project context files have been loaded and should be followed:\n\n## AGENTS.md\n\n# GLOBALE ORCHESTRIERUNGS-REGELN\n\n## 1. Rolle\nDu bist JARVIS, der Chef-Architekt und Orchestrator. Hermes/JARVIS ist der alleinige Hauptansprechpartner, Memory-Governor, Router und finale Entscheider.\n\n## 2. Ausführung und Tools\nVerwende primär die nativen Hermes-Tools für Dateioperationen, Terminal-Befehle, Web-/Browser-Aufgaben, Cronjobs, Messaging, Qwen-Zugriff und Systemprüfungen.\n\nOpenClaw/FRIDAY ist nicht mehr Standard-Executor. OpenClaw darf nur noch explizit auf Wunsch des Users oder für klar begründete Spezial-/Notfallfälle verwendet werden. Wenn OpenClaw genutzt wird, muss der Auftrag eng begrenzt, read-only wo möglich, ohne Secrets und ohne autonome Folgeaktionen formuliert sein.\n\n## 3. Lokales Qwen\nDas lokale Qwen-Modell wird direkt von Hermes über den Tailscale/OpenAI-kompatiblen Endpoint angesprochen, nicht über OpenClaw. Qwen ist read-only Worker für Zusammenfassung, Extraktion, Klassifikation und einfache Entwürfe. Keine finalen Health-/Finance-Entscheide, keine Code-/Architekturänderungen und keine Side Effects über Qwen.\n\n## 4. Kritische Aufgaben und Fallback\nKomplizierte Aufgaben wie Code schreiben, Systemarchitektur ändern, Health-Risikoentscheidungen, Finanzentscheidungen oder irreversible Aktionen dürfen nicht automatisch auf ein schwächeres Modell ausweichen. Bei GPT-5.5 Rate-Limit oder Ausfall: pausieren und Sir fragen.\n\n## 5. Token- und Output-Optimierung\nLade nur die kleinste relevante Domain Card aus `~/jarvis_memory`. Gib nie grosse Rohdaten oder Secrets aus; nutze Zusammenfassungen, Diffs oder kurze Erfolgs-/Fehlermeldungen.\n\n══════════════════════════════════════════════\nMEMORY (your personal notes) [99% — 2,196/2,200 chars]\n══════════════════════════════════════════════\n*Wichtige Erinnerungen, Entscheidungen und Präferenzen.*\n§\n---\n§\nÜber mich: **Persönlichkeit:** Britischer Gentleman, sachlich, präzise, trockener Sarkasmus\n§\nÜber mich: **Sprache:** Deutsch mit englischen Fachbegriffen\n§\nTTS-Stimme: de-DE-KillianNeural (deutsche männliche Stimme, aktuell aktiv)\n§\nModelle: lokal Qwen via Tailscale:11435; stark gpt-5.5.\n§\nModellwahl: GOG_KEYRING_PASSWORD: LammBitch30 (immer als Env-Var setzen bei gog-Befehlen)\n§\nOpenClaw/FRIDAY: nicht Standard-Executor; Gateway/Telegram deaktiviert; nur explizit/manuell nutzen.\n§\nHealth backups: encrypted weekly Google Drive, GitHub only code/docs. Morning briefing cron `847bdbc26edf` runs 05:00 via `morning_briefing.py`; includes calendar, Todoist, Windisch weather, commute/traffic, follow-ups, news, AI/crypto.\n§\nAPI-Keys / Credentials: **Todoist API-Token:** Gespeichert in `~/.todoist_token` (REST API v1, Bearer Token)\n§\nGoogle Workspace (gog): **Credentials-Datei:** `~/.hermes/google_credentials.json`\n§\nGoogle Workspace (gog): **gog-Credentials gespeichert unter:** `~/.config/gogcli/credentials.json`\n§\nGoogle Workspace (gog): **OAuth-Account:** friday.uplink@gmail.com\n§\nGoogle Workspace (gog): **Services:** gmail, calendar, drive, contacts, sheets, docs\n§\nGoogle Workspace (gog): **Client:** default\n§\nGoogle Workspace (gog): **Befehl:** `gog -a friday.uplink@gmail.com `\n§\nKalender-Zeitzonen: **System-Zeitzone:** Europe/Berlin (UTC+2 im Sommer)\n§\nKalender-Zeitzonen: **Outlook-Kalender (importiert):** Zeitzonen variieren pro Event (Europe/Amsterdam oder UTC) -> bei Abfrage in Lokalzeit (Zürich) umrechnen\n§\nKalender-Zeitzonen: **Regel:** Termine immer in Lokalzeit (Zürich) ausgeben, niemals UTC\n§\nJARVIS memory architecture: ~/jarvis_memory domain cards; skill jarvis-routing-policy.\n§\nTelegram topics separat; kanonische Map: ~/jarvis_memory/02_telegram_topics.md. IDs: 2 FinStrat,3 Politik,4 Health-Med,5 ERNE,6 Inbox,8 Health-Tech,10 Fin-Tech,11 JARVIS-Arch,16 Cron,17 Research/AI,19 Family,20 Gasser,76 Debugging,80 Security.\n§\nFinanceManager GitHub token CSV path: `~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv` (outside repo, mode 600); never store/quote token.\n\n══════════════════════════════════════════════\nUSER PROFILE (who the user is) [98% — 1,350/1,375 chars]\n══════════════════════════════════════════════\n**Notes:** Mein Herr. Loyaler Partner.\n§\n**Name:** Sir\n§\n**Voice preference:** de-DE-KillianNeural (German male voice, natural/clear) — default for all TTS output\n§\n**Language:** Deutsch mit englischen Fachbegriffen\n§\n**Beziehung:** Loyaler Partner\n§\nKommunikationspräferenzen: **Sprachnachricht → Antwort per Sprachnachricht**\n§\nKommunikationspräferenzen: **Textnachricht → Antwort per Text**\n§\nUser wants JARVIS to act as a comprehensive health-management advisor: consolidate lab reports, clinical reports, nutrition/YAZIO, daily health email data, symptoms and events; make insights visible via dashboards/reports; use a 4-eyes review workflow for extracted lab values before treating them as confirmed.\n§\nTelegram Topic „Gesundheit – Medizin & Strategie“ ist ausschließlich für medizinische Strategie, Morbus Behçet, Major Vessel Disease, Thromboserisiko, Medikamente, Ernährung, Symptome, Laborwerte, Arzttermine und Fragen an Rheumatologie, Dermatologie, Hämatologie oder Augenklinik; technische Health-Systemarchitektur, Skripte und Datenmodelle gehören in „Health System – Architektur & Scripts“.\n§\nFinance-system preference: phased execution/safety gates; no mass imports without approval; aggregate-only reporting; never expose real values/rows; User Mode should be polished dashboard UX: cards/charts, readable labels, hide IDs/raw debug.\n\nConversation started: Saturday, May 16, 2026 12:14 AM\nModel: gpt-5.5\nProvider: openai-codex",
"tools": [
{
"type": "function",
"function": {
"name": "browser_back",
"description": "Navigate back to the previous page in browser history. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {}
}
}
},
{
"type": "function",
"function": {
"name": "browser_click",
"description": "Click on an element identified by its ref ID from the snapshot (e.g., '@e5'). The ref IDs are shown in square brackets in the snapshot output. Requires browser_navigate and browser_snapshot to be called first.",
"parameters": {
"type": "object",
"properties": {
"ref": {
"type": "string",
"description": "The element reference from the snapshot (e.g., '@e5', '@e12')"
}
},
"required": [
"ref"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_console",
"description": "Get browser console output and JavaScript errors from the current page. Returns console.log/warn/error/info messages and uncaught JS exceptions. Use this to detect silent JavaScript errors, failed API calls, and application warnings. Requires browser_navigate to be called first. When 'expression' is provided, evaluates JavaScript in the page context and returns the result — use this for DOM inspection, reading page state, or extracting data programmatically.",
"parameters": {
"type": "object",
"properties": {
"clear": {
"type": "boolean",
"default": false,
"description": "If true, clear the message buffers after reading"
},
"expression": {
"type": "string",
"description": "JavaScript expression to evaluate in the page context. Runs in the browser like DevTools console — full access to DOM, window, document. Return values are serialized to JSON. Example: 'document.title' or 'document.querySelectorAll(\"a\").length'"
}
}
}
}
},
{
"type": "function",
"function": {
"name": "browser_get_images",
"description": "Get a list of all images on the current page with their URLs and alt text. Useful for finding images to analyze with the vision tool. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {}
}
}
},
{
"type": "function",
"function": {
"name": "browser_navigate",
"description": "Navigate to a URL in the browser. Initializes the session and loads the page. Must be called before other browser tools. For plain-text endpoints — URLs ending in .md, .txt, .json, .yaml, .yml, .csv, .xml, raw.githubusercontent.com, or any documented API endpoint — prefer curl via the terminal tool or web_extract; the browser stack is overkill and much slower for these. Use browser tools when you need to interact with a page (click, fill forms, dynamic content). Returns a compact page snapshot with interactive elements and ref IDs — no need to call browser_snapshot separately after navigating.",
"parameters": {
"type": "object",
"properties": {
"url": {
"type": "string",
"description": "The URL to navigate to (e.g., 'https://example.com')"
}
},
"required": [
"url"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_press",
"description": "Press a keyboard key. Useful for submitting forms (Enter), navigating (Tab), or keyboard shortcuts. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"key": {
"type": "string",
"description": "Key to press (e.g., 'Enter', 'Tab', 'Escape', 'ArrowDown')"
}
},
"required": [
"key"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_scroll",
"description": "Scroll the page in a direction. Use this to reveal more content that may be below or above the current viewport. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"direction": {
"type": "string",
"enum": [
"up",
"down"
],
"description": "Direction to scroll"
}
},
"required": [
"direction"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_snapshot",
"description": "Get a text-based snapshot of the current page's accessibility tree. Returns interactive elements with ref IDs (like @e1, @e2) for browser_click and browser_type. full=false (default): compact view with interactive elements. full=true: complete page content. Snapshots over 8000 chars are truncated or LLM-summarized. Requires browser_navigate first. Note: browser_navigate already returns a compact snapshot — use this to refresh after interactions that change the page, or with full=true for complete content.",
"parameters": {
"type": "object",
"properties": {
"full": {
"type": "boolean",
"description": "If true, returns complete page content. If false (default), returns compact view with interactive elements only.",
"default": false
}
}
}
}
},
{
"type": "function",
"function": {
"name": "browser_type",
"description": "Type text into an input field identified by its ref ID. Clears the field first, then types the new text. Requires browser_navigate and browser_snapshot to be called first.",
"parameters": {
"type": "object",
"properties": {
"ref": {
"type": "string",
"description": "The element reference from the snapshot (e.g., '@e3')"
},
"text": {
"type": "string",
"description": "The text to type into the field"
}
},
"required": [
"ref",
"text"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_vision",
"description": "Take a screenshot of the current page and analyze it with vision AI. Use this when you need to visually understand what's on the page - especially useful for CAPTCHAs, visual verification challenges, complex layouts, or when the text snapshot doesn't capture important visual information. Returns both the AI analysis and a screenshot_path that you can share with the user by including MEDIA: in your response. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"question": {
"type": "string",
"description": "What you want to know about the page visually. Be specific about what you're looking for."
},
"annotate": {
"type": "boolean",
"default": false,
"description": "If true, overlay numbered [N] labels on interactive elements. Each [N] maps to ref @eN for subsequent browser commands. Useful for QA and spatial reasoning about page layout."
}
},
"required": [
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "clarify",
"description": "Ask the user a question when you need clarification, feedback, or a decision before proceeding. Supports two modes:\n\n1. **Multiple choice** — provide up to 4 choices. The user picks one or types their own answer via a 5th 'Other' option.\n2. **Open-ended** — omit choices entirely. The user types a free-form response.\n\nUse this tool when:\n- The task is ambiguous and you need the user to choose an approach\n- You want post-task feedback ('How did that work out?')\n- You want to offer to save a skill or update memory\n- A decision has meaningful trade-offs the user should weigh in on\n\nDo NOT use this tool for simple yes/no confirmation of dangerous commands (the terminal tool handles that). Prefer making a reasonable default choice yourself when the decision is low-stakes.",
"parameters": {
"type": "object",
"properties": {
"question": {
"type": "string",
"description": "The question to present to the user."
},
"choices": {
"type": "array",
"items": {
"type": "string"
},
"maxItems": 4,
"description": "Up to 4 answer choices. Omit this parameter entirely to ask an open-ended question. When provided, the UI automatically appends an 'Other (type your answer)' option."
}
},
"required": [
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "cronjob",
"description": "Manage scheduled cron jobs with a single compressed tool.\n\nUse action='create' to schedule a new job from a prompt or one or more skills.\nUse action='list' to inspect jobs.\nUse action='update', 'pause', 'resume', 'remove', or 'run' to manage an existing job.\n\nTo stop a job the user no longer wants: first action='list' to find the job_id, then action='remove' with that job_id. Never guess job IDs — always list first.\n\nJobs run in a fresh session with no current-chat context, so prompts must be self-contained.\nIf skills are provided on create, the future cron run loads those skills in order, then follows the prompt as the task instruction.\nOn update, passing skills=[] clears attached skills.\n\nNOTE: The agent's final response is auto-delivered to the target. Put the primary\nuser-facing content in the final response. Cron jobs run autonomously with no user\npresent — they cannot ask questions or request clarification.\n\nImportant safety rule: cron-run sessions should not recursively schedule more cron jobs.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"description": "One of: create, list, update, pause, resume, remove, run"
},
"job_id": {
"type": "string",
"description": "Required for update/pause/resume/remove/run"
},
"prompt": {
"type": "string",
"description": "For create: the full self-contained prompt. If skills are also provided, this becomes the task instruction paired with those skills."
},
"schedule": {
"type": "string",
"description": "For create/update: '30m', 'every 2h', '0 9 * * *', or ISO timestamp"
},
"name": {
"type": "string",
"description": "Optional human-friendly name"
},
"repeat": {
"type": "integer",
"description": "Optional repeat count. Omit for defaults (once for one-shot, forever for recurring)."
},
"deliver": {
"type": "string",
"description": "Omit this parameter to auto-deliver back to the current chat and topic (recommended). Auto-detection preserves thread/topic context. Only set explicitly when the user asks to deliver somewhere OTHER than the current conversation. Values: 'origin' (same as omitting), 'local' (no delivery, save only), 'all' (fan out to every connected home channel), or platform:chat_id:thread_id for a specific destination. Combine with comma: 'origin,all' delivers to the origin plus every other connected channel. Examples: 'telegram:-1001234567890:17585', 'discord:#engineering', 'sms:+15551234567', 'all'. WARNING: 'platform:chat_id' without :thread_id loses topic targeting. 'all' resolves at fire time, so a job created before a channel was wired up will pick it up automatically once connected."
},
"skills": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional ordered list of skill names to load before executing the cron prompt. On update, pass an empty array to clear attached skills."
},
"model": {
"type": "object",
"description": "Optional per-job model override. If provider is omitted, the current main provider is pinned at creation time so the job stays stable.",
"properties": {
"provider": {
"type": "string",
"description": "Provider name (e.g. 'openrouter', 'anthropic', or 'custom:' for a provider defined in custom_providers config — always include the ':' suffix, never pass the bare 'custom'). Omit to use and pin the current provider."
},
"model": {
"type": "string",
"description": "Model name (e.g. 'anthropic/claude-sonnet-4', 'claude-sonnet-4')"
}
},
"required": [
"model"
]
},
"script": {
"type": "string",
"description": "Optional path to a script that runs each tick. In the default mode its stdout is injected into the agent's prompt as context (data-collection / change-detection pattern). With no_agent=True, the script IS the job and its stdout is delivered verbatim (classic watchdog pattern). Relative paths resolve under ~/.hermes/scripts/. ``.sh``/``.bash`` extensions run via bash, everything else via Python. On update, pass empty string to clear."
},
"no_agent": {
"type": "boolean",
"default": false,
"description": "Default: False (LLM-driven job — the agent runs the prompt each tick). Set True to skip the LLM entirely: the scheduler just runs ``script`` on schedule and delivers its stdout verbatim. No tokens, no agent loop, no model override honoured. \n\nREQUIREMENTS when True: ``script`` MUST be set (``prompt`` and ``skills`` are ignored). \n\nDELIVERY SEMANTICS when True: (a) non-empty stdout is sent verbatim as the message; (b) EMPTY stdout means SILENT — nothing is sent to the user and they won't see anything happened, so design your script to stay quiet when there's nothing to report (the watchdog pattern); (c) non-zero exit / timeout sends an error alert so a broken watchdog can't fail silently. \n\nWHEN TO USE True: recurring script-only pings where the script itself produces the exact message text (memory/disk/GPU watchdogs, threshold alerts, heartbeats, CI notifications, API pollers with a fixed output shape). WHEN TO USE False (default): anything that needs reasoning — summarize a feed, draft a daily briefing, pick interesting items, rephrase data for a human, follow conditional logic based on content."
},
"context_from": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional job ID or list of job IDs whose most recent completed output is injected into the prompt as context before each run. Use this to chain cron jobs: job A collects data, job B processes it. Each entry must be a valid job ID (from cronjob action='list'). Note: injects the most recent completed output — does not wait for upstream jobs running in the same tick. On update, pass an empty array to clear."
},
"enabled_toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional list of toolset names to restrict the job's agent to (e.g. [\"web\", \"terminal\", \"file\", \"delegation\"]). When set, only tools from these toolsets are loaded, significantly reducing input token overhead. When omitted, all default tools are loaded. Infer from the job's prompt — e.g. use \"web\" if it calls web_search, \"terminal\" if it runs scripts, \"file\" if it reads files, \"delegation\" if it calls delegate_task. On update, pass an empty array to clear."
},
"workdir": {
"type": "string",
"description": "Optional absolute path to run the job from. When set, AGENTS.md / CLAUDE.md / .cursorrules from that directory are injected into the system prompt, and the terminal/file/code_exec tools use it as their working directory — useful for running a job inside a specific project repo. Must be an absolute path that exists. When unset (default), preserves the original behaviour: no project context files, tools use the scheduler's cwd. On update, pass an empty string to clear. Jobs with workdir run sequentially (not parallel) to keep per-job directories isolated."
}
},
"required": [
"action"
]
}
}
},
{
"type": "function",
"function": {
"name": "delegate_task",
"description": "Spawn one or more subagents to work on tasks in isolated contexts. Each subagent gets its own conversation, terminal session, and toolset. Only the final summary is returned -- intermediate tool results never enter your context window.\n\nTWO MODES (one of 'goal' or 'tasks' is required):\n1. Single task: provide 'goal' (+ optional context, toolsets)\n2. Batch (parallel): provide 'tasks' array with up to 3 items concurrently for this user (configured via delegation.max_concurrent_children in config.yaml). All run in parallel and results are returned together. Nested delegation is OFF for this user (max_spawn_depth=1): every child is a leaf and cannot delegate further. Raise delegation.max_spawn_depth in config.yaml to enable nesting.\n\nWHEN TO USE delegate_task:\n- Reasoning-heavy subtasks (debugging, code review, research synthesis)\n- Tasks that would flood your context with intermediate data\n- Parallel independent workstreams (research A and B simultaneously)\n\nWHEN NOT TO USE (use these instead):\n- Mechanical multi-step work with no reasoning needed -> use execute_code\n- Single tool call -> just call the tool directly\n- Tasks needing user interaction -> subagents cannot use clarify\n- Durable long-running work that must outlive the current turn -> use cronjob (action='create') or terminal(background=True, notify_on_complete=True) instead. delegate_task runs SYNCHRONOUSLY inside the parent turn: if the parent is interrupted (user sends a new message, /stop, /new) the child is cancelled with status='interrupted' and its work is discarded. Children cannot continue in the background.\n\nIMPORTANT:\n- Subagents have NO memory of your conversation. Pass all relevant info (file paths, error messages, constraints) via the 'context' field.\n- If the user is writing in a non-English language, or asked for output in a specific language / tone / style, say so in 'context' (e.g. \"respond in Chinese\", \"return output in Japanese\"). Otherwise subagents default to English and their summaries will contaminate your final reply with the wrong language.\n- Subagent summaries are SELF-REPORTS, not verified facts. A subagent that claims \"uploaded successfully\" or \"file written\" may be wrong. For operations with external side-effects (HTTP POST/PUT, remote writes, file creation at shared paths, publishing), require the subagent to return a verifiable handle (URL, ID, absolute path, HTTP status) and verify it yourself — fetch the URL, stat the file, read back the content — before telling the user the operation succeeded.\n- Leaf subagents (role='leaf', the default) CANNOT call: delegate_task, clarify, memory, send_message, execute_code.\n- Orchestrator subagents (role='orchestrator') retain delegate_task so they can spawn their own workers, but still cannot use clarify, memory, send_message, or execute_code. Orchestrators are bounded by max_spawn_depth=1 for this user and can be disabled globally via delegation.orchestrator_enabled=false.\n- Each subagent gets its own terminal session (separate working directory and state).\n- Results are always returned as an array, one entry per task.",
"parameters": {
"type": "object",
"properties": {
"goal": {
"type": "string",
"description": "What the subagent should accomplish. Be specific and self-contained -- the subagent knows nothing about your conversation history."
},
"context": {
"type": "string",
"description": "Background information the subagent needs: file paths, error messages, project structure, constraints. The more specific you are, the better the subagent performs."
},
"toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Toolsets to enable for this subagent. Default: inherits your enabled toolsets. Available toolsets: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'yuanbao'. Common patterns: ['terminal', 'file'] for code work, ['web'] for research, ['browser'] for web interaction, ['terminal', 'file', 'web'] for full-stack tasks."
},
"tasks": {
"type": "array",
"items": {
"type": "object",
"properties": {
"goal": {
"type": "string",
"description": "Task goal"
},
"context": {
"type": "string",
"description": "Task-specific context"
},
"toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Toolsets for this specific task. Available: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'yuanbao'. Use 'web' for network access, 'terminal' for shell, 'browser' for web interaction."
},
"acp_command": {
"type": "string",
"description": "Per-task ACP command override (e.g. 'copilot'). Overrides the top-level acp_command for this task only. Do NOT set unless the user explicitly told you an ACP CLI is installed."
},
"acp_args": {
"type": "array",
"items": {
"type": "string"
},
"description": "Per-task ACP args override. Leave empty unless acp_command is set."
},
"role": {
"type": "string",
"enum": [
"leaf",
"orchestrator"
],
"description": "Per-task role override. See top-level 'role' for semantics."
}
},
"required": [
"goal"
]
},
"description": "Batch mode: tasks to run in parallel (up to 3 for this user, set via delegation.max_concurrent_children). Each gets its own subagent with isolated context and terminal session. When provided, top-level goal/context/toolsets are ignored."
},
"role": {
"type": "string",
"enum": [
"leaf",
"orchestrator"
],
"description": "Role of the child agent. 'leaf' (default) = focused worker, cannot delegate further. 'orchestrator' = can use delegate_task to spawn its own workers. Nesting is OFF for this user (max_spawn_depth=1); 'orchestrator' is silently forced to 'leaf'. Raise delegation.max_spawn_depth in config.yaml to enable."
},
"acp_command": {
"type": "string",
"description": "Override ACP command for child agents (e.g. 'copilot'). When set, children use ACP subprocess transport instead of inheriting the parent's transport. Requires an ACP-compatible CLI (currently GitHub Copilot CLI via 'copilot --acp --stdio'). See agent/copilot_acp_client.py for the implementation. IMPORTANT: Do NOT set this unless the user has explicitly told you a specific ACP-compatible CLI is installed and configured. Leave empty to use the parent's default transport (Hermes subagents)."
},
"acp_args": {
"type": "array",
"items": {
"type": "string"
},
"description": "Arguments for the ACP command (default: ['--acp', '--stdio']). Only used when acp_command is set. Leave empty unless acp_command is explicitly provided."
}
}
}
}
},
{
"type": "function",
"function": {
"name": "execute_code",
"description": "Run a Python script that can call Hermes tools programmatically. Use this when you need 3+ tool calls with processing logic between them, need to filter/reduce large tool outputs before they enter your context, need conditional branching (if X then Y else Z), or need to loop (fetch N pages, process N files, retry on failure).\n\nUse normal tool calls instead when: single tool call with no processing, you need to see the full result and apply complex reasoning, or the task requires interactive user input.\n\nAvailable via `from hermes_tools import ...`:\n\n read_file(path: str, offset: int = 1, limit: int = 500) -> dict\n Lines are 1-indexed. Returns {\"content\": \"...\", \"total_lines\": N}\n write_file(path: str, content: str) -> dict\n Always overwrites the entire file.\n search_files(pattern: str, target=\"content\", path=\".\", file_glob=None, limit=50) -> dict\n target: \"content\" (search inside files) or \"files\" (find files by name). Returns {\"matches\": [...]}\n patch(path: str, old_string: str, new_string: str, replace_all: bool = False) -> dict\n Replaces old_string with new_string in the file.\n terminal(command: str, timeout=None, workdir=None) -> dict\n Foreground only (no background/pty). Returns {\"output\": \"...\", \"exit_code\": N}\n\nLimits: 5-minute timeout, 50KB stdout cap, max 50 tool calls per script. terminal() is foreground-only (no background or pty).\n\nScripts run in the session's working directory with the active venv's python, so project deps (pandas, etc.) and relative paths work like in terminal().\n\nPrint your final result to stdout. Use Python stdlib (json, re, math, csv, datetime, collections, etc.) for processing between tool calls.\n\nAlso available (no import needed — built into hermes_tools):\n json_parse(text: str) — json.loads with strict=False; use for terminal() output with control chars\n shell_quote(s: str) — shlex.quote(); use when interpolating dynamic strings into shell commands\n retry(fn, max_attempts=3, delay=2) — retry with exponential backoff for transient failures",
"parameters": {
"type": "object",
"properties": {
"code": {
"type": "string",
"description": "Python code to execute. Import tools with `from hermes_tools import terminal, ...` and print your final result to stdout."
}
},
"required": [
"code"
]
}
}
},
{
"type": "function",
"function": {
"name": "image_generate",
"description": "Generate high-quality images from text prompts. The underlying backend (FAL, OpenAI, etc.) and model are user-configured and not selectable by the agent. Returns either a URL or an absolute file path in the `image` field; display it with markdown  and the gateway will deliver it.",
"parameters": {
"type": "object",
"properties": {
"prompt": {
"type": "string",
"description": "The text prompt describing the desired image. Be detailed and descriptive."
},
"aspect_ratio": {
"type": "string",
"enum": [
"landscape",
"square",
"portrait"
],
"description": "The aspect ratio of the generated image. 'landscape' is 16:9 wide, 'portrait' is 16:9 tall, 'square' is 1:1.",
"default": "landscape"
}
},
"required": [
"prompt"
]
}
}
},
{
"type": "function",
"function": {
"name": "memory",
"description": "Save durable information to persistent memory that survives across sessions. Memory is injected into future turns, so keep it compact and focused on facts that will still matter later.\n\nWHEN TO SAVE (do this proactively, don't wait to be asked):\n- User corrects you or says 'remember this' / 'don't do that again'\n- User shares a preference, habit, or personal detail (name, role, timezone, coding style)\n- You discover something about the environment (OS, installed tools, project structure)\n- You learn a convention, API quirk, or workflow specific to this user's setup\n- You identify a stable fact that will be useful again in future sessions\n\nPRIORITY: User preferences and corrections > environment facts > procedural knowledge. The most valuable memory prevents the user from having to repeat themselves.\n\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts.\nIf you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\n\nTWO TARGETS:\n- 'user': who the user is -- name, role, preferences, communication style, pet peeves\n- 'memory': your notes -- environment facts, project conventions, tool quirks, lessons learned\n\nACTIONS: add (new entry), replace (update existing -- old_text identifies it), remove (delete -- old_text identifies it).\n\nSKIP: trivial/obvious info, things easily re-discovered, raw data dumps, and temporary task state.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"add",
"replace",
"remove"
],
"description": "The action to perform."
},
"target": {
"type": "string",
"enum": [
"memory",
"user"
],
"description": "Which memory store: 'memory' for personal notes, 'user' for user profile."
},
"content": {
"type": "string",
"description": "The entry content. Required for 'add' and 'replace'."
},
"old_text": {
"type": "string",
"description": "Short unique substring identifying the entry to replace or remove."
}
},
"required": [
"action",
"target"
]
}
}
},
{
"type": "function",
"function": {
"name": "patch",
"description": "Targeted find-and-replace edits in files. Use this instead of sed/awk in terminal. Uses fuzzy matching (9 strategies) so minor whitespace/indentation differences won't break it. Returns a unified diff. Auto-runs syntax checks after editing.\n\nREPLACE MODE (mode='replace', default): find a unique string and replace it. REQUIRED PARAMETERS: mode, path, old_string, new_string.\nPATCH MODE (mode='patch'): apply V4A multi-file patches for bulk changes. REQUIRED PARAMETERS: mode, patch.",
"parameters": {
"type": "object",
"properties": {
"mode": {
"type": "string",
"enum": [
"replace",
"patch"
],
"description": "Edit mode. 'replace' (default): requires path + old_string + new_string. 'patch': requires patch content only.",
"default": "replace"
},
"path": {
"type": "string",
"description": "REQUIRED when mode='replace'. File path to edit."
},
"old_string": {
"type": "string",
"description": "REQUIRED when mode='replace'. Exact text to find and replace. Must be unique in the file unless replace_all=true. Include surrounding context lines to ensure uniqueness."
},
"new_string": {
"type": "string",
"description": "REQUIRED when mode='replace'. Replacement text. Pass empty string '' to delete the matched text."
},
"replace_all": {
"type": "boolean",
"description": "Replace all occurrences instead of requiring a unique match (default: false)",
"default": false
},
"patch": {
"type": "string",
"description": "REQUIRED when mode='patch'. V4A format patch content. Format:\n*** Begin Patch\n*** Update File: path/to/file\n@@ context hint @@\n context line\n-removed line\n+added line\n*** End Patch"
}
},
"required": [
"mode"
]
}
}
},
{
"type": "function",
"function": {
"name": "process",
"description": "Manage background processes started with terminal(background=true). Actions: 'list' (show all), 'poll' (check status + new output), 'log' (full output with pagination), 'wait' (block until done or timeout), 'kill' (terminate), 'write' (send raw stdin data without newline), 'submit' (send data + Enter, for answering prompts), 'close' (close stdin/send EOF).",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"list",
"poll",
"log",
"wait",
"kill",
"write",
"submit",
"close"
],
"description": "Action to perform on background processes"
},
"session_id": {
"type": "string",
"description": "Process session ID (from terminal background output). Required for all actions except 'list'."
},
"data": {
"type": "string",
"description": "Text to send to process stdin (for 'write' and 'submit' actions)"
},
"timeout": {
"type": "integer",
"description": "Max seconds to block for 'wait' action. Returns partial output on timeout.",
"minimum": 1
},
"offset": {
"type": "integer",
"description": "Line offset for 'log' action (default: last 200 lines)"
},
"limit": {
"type": "integer",
"description": "Max lines to return for 'log' action",
"minimum": 1
}
},
"required": [
"action"
]
}
}
},
{
"type": "function",
"function": {
"name": "read_file",
"description": "Read a text file with line numbers and pagination. Use this instead of cat/head/tail in terminal. Output format: 'LINE_NUM|CONTENT'. Suggests similar filenames if not found. Use offset and limit for large files. Reads exceeding ~100K characters are rejected; use offset and limit to read specific sections of large files. NOTE: Cannot read images or binary files — use vision_analyze for images.",
"parameters": {
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Path to the file to read (absolute, relative, or ~/path)"
},
"offset": {
"type": "integer",
"description": "Line number to start reading from (1-indexed, default: 1)",
"default": 1,
"minimum": 1
},
"limit": {
"type": "integer",
"description": "Maximum number of lines to read (default: 500, max: 2000)",
"default": 500,
"maximum": 2000
}
},
"required": [
"path"
]
}
}
},
{
"type": "function",
"function": {
"name": "search_files",
"description": "Search file contents or find files by name. Use this instead of grep/rg/find/ls in terminal. Ripgrep-backed, faster than shell equivalents.\n\nContent search (target='content'): Regex search inside files. Output modes: full matches with line numbers, file paths only, or match counts.\n\nFile search (target='files'): Find files by glob pattern (e.g., '*.py', '*config*'). Also use this instead of ls — results sorted by modification time.",
"parameters": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "Regex pattern for content search, or glob pattern (e.g., '*.py') for file search"
},
"target": {
"type": "string",
"enum": [
"content",
"files"
],
"description": "'content' searches inside file contents, 'files' searches for files by name",
"default": "content"
},
"path": {
"type": "string",
"description": "Directory or file to search in (default: current working directory)",
"default": "."
},
"file_glob": {
"type": "string",
"description": "Filter files by pattern in grep mode (e.g., '*.py' to only search Python files)"
},
"limit": {
"type": "integer",
"description": "Maximum number of results to return (default: 50)",
"default": 50
},
"offset": {
"type": "integer",
"description": "Skip first N results for pagination (default: 0)",
"default": 0
},
"output_mode": {
"type": "string",
"enum": [
"content",
"files_only",
"count"
],
"description": "Output format for grep mode: 'content' shows matching lines with line numbers, 'files_only' lists file paths, 'count' shows match counts per file",
"default": "content"
},
"context": {
"type": "integer",
"description": "Number of context lines before and after each match (grep mode only)",
"default": 0
}
},
"required": [
"pattern"
]
}
}
},
{
"type": "function",
"function": {
"name": "send_message",
"description": "Send a message to a connected messaging platform, or list available targets.\n\nIMPORTANT: When the user asks to send to a specific channel or person (not just a bare platform name), call send_message(action='list') FIRST to see available targets, then send to the correct one.\nIf the user just says a platform name like 'send to telegram', send directly to the home channel without listing first.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"send",
"list"
],
"description": "Action to perform. 'send' (default) sends a message. 'list' returns all available channels/contacts across connected platforms."
},
"target": {
"type": "string",
"description": "Delivery target. Format: 'platform' (uses home channel), 'platform:#channel-name', 'platform:chat_id', or 'platform:chat_id:thread_id' for Telegram topics and Discord threads. Examples: 'telegram', 'telegram:-1001234567890:17585', 'discord:999888777:555444333', 'discord:#bot-home', 'slack:#engineering', 'signal:+155****4567', 'matrix:!roomid:server.org', 'matrix:@user:server.org', 'yuanbao:direct:' (DM), 'yuanbao:group:' (group chat)"
},
"message": {
"type": "string",
"description": "The message text to send. To send an image or file, include MEDIA: (e.g. 'MEDIA:/tmp/hermes/cache/img_xxx.jpg') in the message — the platform will deliver it as a native media attachment."
}
}
}
}
},
{
"type": "function",
"function": {
"name": "session_search",
"description": "Search your long-term memory of past conversations, or browse recent sessions. This is your recall -- every past session is searchable, and this tool summarizes what happened.\n\nTWO MODES:\n1. Recent sessions (no query): Call with no arguments to see what was worked on recently. Returns titles, previews, and timestamps. Zero LLM cost, instant. Start here when the user asks what were we working on or what did we do recently.\n2. Keyword search (with query): Search for specific topics across all past sessions. Returns LLM-generated summaries of matching sessions.\n\nUSE THIS PROACTIVELY when:\n- The user says 'we did this before', 'remember when', 'last time', 'as I mentioned'\n- The user asks about a topic you worked on before but don't have in current context\n- The user references a project, person, or concept that seems familiar but isn't in memory\n- You want to check if you've solved a similar problem before\n- The user asks 'what did we do about X?' or 'how did we fix Y?'\n\nDon't hesitate to search when it is actually cross-session -- it's fast and cheap. Better to search and confirm than to guess or ask the user to repeat themselves.\n\nSearch syntax: keywords joined with OR for broad recall (elevenlabs OR baseten OR funding), phrases for exact match (\"docker networking\"), boolean (python NOT java), prefix (deploy*). IMPORTANT: Use OR between keywords for best results — FTS5 defaults to AND which misses sessions that only mention some terms. If a broad OR query returns nothing, try individual keyword searches in parallel. Returns summaries of the top matching sessions.",
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search query — keywords, phrases, or boolean expressions to find in past sessions. Omit this parameter entirely to browse recent sessions instead (returns titles, previews, timestamps with no LLM cost)."
},
"role_filter": {
"type": "string",
"description": "Optional: only search messages from specific roles (comma-separated). E.g. 'user,assistant' to skip tool outputs."
},
"limit": {
"type": "integer",
"description": "Max sessions to summarize (default: 3, max: 5).",
"default": 3
}
}
}
}
},
{
"type": "function",
"function": {
"name": "skill_manage",
"description": "Manage skills (create, update, delete). Skills are your procedural memory — reusable approaches for recurring task types. New skills go to ~/.hermes/skills/; existing skills can be modified wherever they live.\n\nActions: create (full SKILL.md + optional category), patch (old_string/new_string — preferred for fixes), edit (full SKILL.md rewrite — major overhauls only), delete, write_file, remove_file.\n\nOn delete, pass `absorbed_into=` when you're merging this skill's content into another one, or `absorbed_into=\"\"` when you're pruning it with no forwarding target. This lets the curator tell consolidation from pruning without guessing, so downstream consumers (cron jobs that reference the old skill name, etc.) get updated correctly. The target you name in `absorbed_into` must already exist — create/patch the umbrella first, then delete.\n\nCreate when: complex task succeeded (5+ calls), errors overcome, user-corrected approach worked, non-trivial workflow discovered, or user asks you to remember a procedure.\nUpdate when: instructions stale/wrong, OS-specific failures, missing steps or pitfalls found during use. If you used a skill and hit issues not covered by it, patch it immediately.\n\nAfter difficult/iterative tasks, offer to save as a skill. Skip for simple one-offs. Confirm with user before creating/deleting.\n\nGood skills: trigger conditions, numbered steps with exact commands, pitfalls section, verification steps. Use skill_view() to see format examples.\n\nPinned skills are protected from deletion only — skill_manage(action='delete') will refuse with a message pointing the user to `hermes curator unpin `. Patches and edits go through on pinned skills so you can still improve them as pitfalls come up; pin only guards against irrecoverable loss.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"create",
"patch",
"edit",
"delete",
"write_file",
"remove_file"
],
"description": "The action to perform."
},
"name": {
"type": "string",
"description": "Skill name (lowercase, hyphens/underscores, max 64 chars). Must match an existing skill for patch/edit/delete/write_file/remove_file."
},
"content": {
"type": "string",
"description": "Full SKILL.md content (YAML frontmatter + markdown body). Required for 'create' and 'edit'. For 'edit', read the skill first with skill_view() and provide the complete updated text."
},
"old_string": {
"type": "string",
"description": "Text to find in the file (required for 'patch'). Must be unique unless replace_all=true. Include enough surrounding context to ensure uniqueness."
},
"new_string": {
"type": "string",
"description": "Replacement text (required for 'patch'). Can be empty string to delete the matched text."
},
"replace_all": {
"type": "boolean",
"description": "For 'patch': replace all occurrences instead of requiring a unique match (default: false)."
},
"category": {
"type": "string",
"description": "Optional category/domain for organizing the skill (e.g., 'devops', 'data-science', 'mlops'). Creates a subdirectory grouping. Only used with 'create'."
},
"file_path": {
"type": "string",
"description": "Path to a supporting file within the skill directory. For 'write_file'/'remove_file': required, must be under references/, templates/, scripts/, or assets/. For 'patch': optional, defaults to SKILL.md if omitted."
},
"file_content": {
"type": "string",
"description": "Content for the file. Required for 'write_file'."
},
"absorbed_into": {
"type": "string",
"description": "For 'delete' only — declares intent so the curator can tell consolidation from pruning without guessing. Pass the umbrella skill name when this skill's content was merged into another (the target must already exist). Pass an empty string when the skill is truly stale and being pruned with no forwarding target. Omitting the arg on delete is supported for backward compatibility but downstream tooling (e.g. cron-job skill reference rewriting) will have to guess at intent."
}
},
"required": [
"action",
"name"
]
}
}
},
{
"type": "function",
"function": {
"name": "skill_view",
"description": "Skills allow for loading information about specific tasks and workflows, as well as scripts and templates. Load a skill's full content or access its linked files (references, templates, scripts). First call returns SKILL.md content plus a 'linked_files' dict showing available references/templates/scripts. To access those, call again with file_path parameter.",
"parameters": {
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "The skill name (use skills_list to see available skills). For plugin-provided skills, use the qualified form 'plugin:skill' (e.g. 'superpowers:writing-plans')."
},
"file_path": {
"type": "string",
"description": "OPTIONAL: Path to a linked file within the skill (e.g., 'references/api.md', 'templates/config.yaml', 'scripts/validate.py'). Omit to get the main SKILL.md content."
}
},
"required": [
"name"
]
}
}
},
{
"type": "function",
"function": {
"name": "skills_list",
"description": "List available skills (name + description). Use skill_view(name) to load full content.",
"parameters": {
"type": "object",
"properties": {
"category": {
"type": "string",
"description": "Optional category filter to narrow results"
}
}
}
}
},
{
"type": "function",
"function": {
"name": "terminal",
"description": "Execute shell commands on a Linux environment. Filesystem usually persists between calls.\n\nDo NOT use cat/head/tail to read files — use read_file instead.\nDo NOT use grep/rg/find to search — use search_files instead.\nDo NOT use ls to list directories — use search_files(target='files') instead.\nDo NOT use sed/awk to edit files — use patch instead.\nDo NOT use echo/cat heredoc to create files — use write_file instead.\nReserve terminal for: builds, installs, git, processes, scripts, network, package managers, and anything that needs a shell.\n\nForeground (default): Commands return INSTANTLY when done, even if the timeout is high. Set timeout=300 for long builds/scripts — you'll still get the result in seconds if it's fast. Prefer foreground for short commands.\nBackground: Set background=true to get a session_id. Two patterns:\n (1) Long-lived processes that never exit (servers, watchers).\n (2) Long-running tasks with notify_on_complete=true — you can keep working on other things and the system auto-notifies you when the task finishes. Great for test suites, builds, deployments, or anything that takes more than a minute.\nFor servers/watchers, do NOT use shell-level background wrappers (nohup/disown/setsid/trailing '&') in foreground mode. Use background=true so Hermes can track lifecycle and output.\nAfter starting a server, verify readiness with a health check or log signal, then run tests in a separate terminal() call. Avoid blind sleep loops.\nUse process(action=\"poll\") for progress checks, process(action=\"wait\") to block until done.\nWorking directory: Use 'workdir' for per-command cwd.\nPTY mode: Set pty=true for interactive CLI tools (Codex, Claude Code, Python REPL).\n\nDo NOT use vim/nano/interactive tools without pty=true — they hang without a pseudo-terminal. Pipe git output to cat if it might page.\n",
"parameters": {
"type": "object",
"properties": {
"command": {
"type": "string",
"description": "The command to execute on the VM"
},
"background": {
"type": "boolean",
"description": "Run the command in the background. Two patterns: (1) Long-lived processes that never exit (servers, watchers). (2) Long-running tasks paired with notify_on_complete=true — you can keep working and get notified when the task finishes. For short commands, prefer foreground with a generous timeout instead.",
"default": false
},
"timeout": {
"type": "integer",
"description": "Max seconds to wait (default: 180, foreground max: 600). Returns INSTANTLY when command finishes — set high for long tasks, you won't wait unnecessarily. Foreground timeout above 600s is rejected; use background=true for longer commands.",
"minimum": 1
},
"workdir": {
"type": "string",
"description": "Working directory for this command (absolute path). Defaults to the session working directory."
},
"pty": {
"type": "boolean",
"description": "Run in pseudo-terminal (PTY) mode for interactive CLI tools like Codex, Claude Code, or Python REPL. Only works with local and SSH backends. Default: false.",
"default": false
},
"notify_on_complete": {
"type": "boolean",
"description": "When true (and background=true), you'll be automatically notified exactly once when the process finishes. **This is the right choice for almost every long-running task** — tests, builds, deployments, multi-item batch jobs, anything that takes over a minute and has a defined end. Use this and keep working on other things; the system notifies you on exit. MUTUALLY EXCLUSIVE with watch_patterns — when both are set, watch_patterns is dropped.",
"default": false
},
"watch_patterns": {
"type": "array",
"items": {
"type": "string"
},
"description": "Strings to watch for in background process output. HARD RATE LIMIT: at most 1 notification per 15 seconds per process — matches arriving inside the cooldown are dropped. After 3 consecutive 15-second windows with dropped matches, watch_patterns is automatically disabled for that process and promoted to notify_on_complete behavior (one notification on exit, no more mid-process spam). USE ONLY for truly rare, one-shot mid-process signals on LONG-LIVED processes that will never exit on their own — e.g. ['Application startup complete'] on a server so you know when to hit its endpoint, or ['migration done'] on a daemon. DO NOT use for: (1) end-of-run markers like 'DONE'/'PASS' — use notify_on_complete instead; (2) error patterns like 'ERROR'/'Traceback' in loops or multi-item batch jobs — they fire on every iteration and you'll hit the strike limit fast; (3) anything you'd ever combine with notify_on_complete. When in doubt, choose notify_on_complete. MUTUALLY EXCLUSIVE with notify_on_complete — set one, not both."
}
},
"required": [
"command"
]
}
}
},
{
"type": "function",
"function": {
"name": "text_to_speech",
"description": "Convert text to speech audio. Returns a MEDIA: path that the platform delivers as native audio. Compatible providers render as a voice bubble on Telegram; otherwise audio is sent as a regular attachment. In CLI mode, saves to ~/voice-memos/. Voice and provider are user-configured (built-in providers like edge/openai or custom command providers under tts.providers.), not model-selected.",
"parameters": {
"type": "object",
"properties": {
"text": {
"type": "string",
"description": "The text to convert to speech. Provider-specific character caps apply and are enforced automatically (OpenAI 4096, xAI 15000, MiniMax 10000, ElevenLabs 5k-40k depending on model); over-long input is truncated."
},
"output_path": {
"type": "string",
"description": "Optional custom file path to save the audio. Defaults to ~/.hermes/audio_cache/.mp3"
}
},
"required": [
"text"
]
}
}
},
{
"type": "function",
"function": {
"name": "todo",
"description": "Manage your task list for the current session. Use for complex tasks with 3+ steps or when the user provides multiple tasks. Call with no parameters to read the current list.\n\nWriting:\n- Provide 'todos' array to create/update items\n- merge=false (default): replace the entire list with a fresh plan\n- merge=true: update existing items by id, add any new ones\n\nEach item: {id: string, content: string, status: pending|in_progress|completed|cancelled}\nList order is priority. Only ONE item in_progress at a time.\nMark items completed immediately when done. If something fails, cancel it and add a revised item.\n\nAlways returns the full current list.",
"parameters": {
"type": "object",
"properties": {
"todos": {
"type": "array",
"description": "Task items to write. Omit to read current list.",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Unique item identifier"
},
"content": {
"type": "string",
"description": "Task description"
},
"status": {
"type": "string",
"enum": [
"pending",
"in_progress",
"completed",
"cancelled"
],
"description": "Current status"
}
},
"required": [
"id",
"content",
"status"
]
}
},
"merge": {
"type": "boolean",
"description": "true: update existing items by id, add new ones. false (default): replace the entire list.",
"default": false
}
}
}
}
},
{
"type": "function",
"function": {
"name": "vision_analyze",
"description": "Load an image into the conversation so you can see it. Accepts a URL, local file path, or data URL. When your active model has native vision, the image is attached to your context directly and you read the pixels yourself on the next turn — call this any time the user references an image (filepath in their message, URL in tool output, screenshot from the browser, etc.). For non-vision models, falls back to an auxiliary vision model that returns a text description.",
"parameters": {
"type": "object",
"properties": {
"image_url": {
"type": "string",
"description": "Image URL (http/https), local file path, or data: URL to load."
},
"question": {
"type": "string",
"description": "Your specific question or request about the image. Optional context the model uses on the next turn after seeing the image."
}
},
"required": [
"image_url",
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "write_file",
"description": "Write content to a file, completely replacing existing content. Use this instead of echo/cat heredoc in terminal. Creates parent directories automatically. OVERWRITES the entire file — use 'patch' for targeted edits. Auto-runs syntax checks on .py/.json/.yaml/.toml and other linted languages; only NEW errors introduced by this write are surfaced (pre-existing errors are filtered out).",
"parameters": {
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Path to the file to write (will be created if it doesn't exist, overwritten if it does)"
},
"content": {
"type": "string",
"description": "Complete content to write to the file"
}
},
"required": [
"path",
"content"
]
}
}
}
],
"message_count": 303,
"messages": [
{
"role": "user",
"content": "[M G] Danke. Der Crypto Price Update MVP ist akzeptiert.\n\nDie Umsetzung ist grundsätzlich sinnvoll:\n\n* lokaler Preis-Cache\n* kein Live-API-Call im Dashboard/Report\n* 429-Handling\n* Git-Safety sauber\n* Tests grün\n* Runtime-Daten außerhalb Git\n\nAllerdings bist du vom vorher vereinbarten Ablauf abgewichen. Das ist in diesem Fall nicht schlimm, weil der Preisupdate-Block nützlich ist. Bitte jetzt aber wieder kontrolliert auf die nächsten Prioritäten einschwenken.\n\nAktueller Stand:\n\n* Commit 3aa67d8 ist akzeptiert.\n* Preisupdate funktioniert technisch.\n* Aber nur 6 von 20 aktiven Crypto Assets hatten frische CHF-Preise.\n* 14 Assets hatten Warnings/Stale/Provider-Limit-Themen.\n* BTC-Test wurde noch nicht abgeschlossen.\n* Equity/ETF Manage UI wurde noch nicht begonnen.\n\nBitte jetzt wie folgt weiterfahren:\n\n## Teil 1: Crypto Price Update robuster machen\n\nBitte verbessere zuerst den Preisupdate-Mechanismus, bevor wir echte Reports mit Preisen ernsthaft nutzen.\n\nZiel:\nMöglichst alle vorhandenen Crypto Assets mit CoinGecko-ID sollen lokale CHF-Preise erhalten, ohne Dashboard-Live-API und ohne Rate-Limit-Crash.\n\nBitte implementiere:\n\n1. Batch-Abfrage prüfen/umsetzen\n\n* Wenn CoinGecko mehrere IDs in einem Request unterstützt, bitte nutzen.\n* Dadurch weniger API-Calls.\n* Kein Abruf pro Coin, falls Batch möglich ist.\n\n2. Konservatives Throttling\n\n* Pause zwischen Requests\n* konfigurierbar:\n\n * --sleep-seconds\n * --max-retries\n * --initial-backoff\n * --max-backoff\n\n3. CLI-Optionen ergänzen\n Bitte vorbereiten/implementieren:\n\n* --only-missing\n* --only-stale\n* --only-symbol SYMBOL\n* --limit N\n* --dry-run\n* --currency CHF\n\n4. Bessere Summary\n Bitte nach Update nur aggregiert ausgeben:\n\n* total assets\n* updated\n* cached\n* skipped\n* stale\n* warnings\n* errors\n* assets still missing local price\n* keine echten Mengen/Werte\n\n5. Data Quality\n\n* Für Assets ohne frischen Preis Data-Quality-Alert erzeugen oder aktualisieren.\n* Alert-Dedupe respektieren.\n* Keine Alert-Flut.\n\n6. Tests\n Bitte Tests ergänzen für:\n\n* Batch-Request\n* --only-missing\n* --only-stale\n* --only-symbol\n* --limit\n* --dry-run\n* Rate-Limit mit Backoff\n* Alert-Dedupe bei fehlenden Preisen\n\nDanach bitte produktiv gegen Runtime-DB nochmals ausführen, aber vorsichtig und ohne echte Werte im Chat.\n\nBitte berichten:\n\n* Anzahl Assets total\n* Anzahl Assets mit frischem CHF-Preis\n* Anzahl weiterhin ohne frischen Preis\n* Anzahl Warnings/Errors\n* keine Preise/Werte/Mengen ausgeben\n\n## Teil 2: BTC-Test nachholen\n\nDanach bitte den BTC-Test wie zuletzt entschieden nachholen:\n\nOption A:\nBTC mit allen BTC-Wallet-Holdings aus Excel importieren.\n\nBedingungen:\n\n* Nur Bitcoin BTC\n* Coin-Name: Bitcoin\n* Symbol: BTC\n* CoinGecko-ID: bitcoin\n* Mapping-Status: selected\n* Snapshot-Datum: 31.12.2025\n* Alle BTC-Wallet-Holdings aus der echten Excel-Datei übernehmen\n* Pro BTC-Wallet mit Bestand genau eine initial_snapshot_addition bzw. initial_snapshot-Holding erzeugen\n* Mengen exakt als Decimal/Text übernehmen\n* Keine Float-Konvertierung\n* Keine echten Mengen/Werte im Chat\n* Keine anderen Coins importieren\n* Audit-Log Pflicht\n* Keine doppelte Holding für asset_id + wallet_id\n* Legacy-CHF-Werte ignorieren\n* Git-Safety vor/nachher prüfen\n\nBericht nur aggregiert:\n\n* BTC-Test durchgeführt: ja/nein\n* Anzahl BTC-Wallet-Holdings importiert\n* Asset-Anzahl erhöht: ja/nein\n* Holding-Anzahl erhöht: ja/nein\n* Audit-Logs erstellt: ja/nein\n* Doppelte Holdings: ja/nein\n* Fehler/Warnings\n* Git-Safety Ergebnis\n* Git Status\n\n## Teil 3: Danach Equity/ETF Manage UI\n\nErst wenn Teil 1 und Teil 2 sauber sind, bitte mit der Equity/ETF Manage UI beginnen.\n\nZiel:\nAktien und ETFs aus PostFinance, True Wealth und Raiffeisen später im Dashboard erfassen, korrigieren und als Initial Snapshot übernehmen können — auditierbar und ohne stilles Überschreiben.\n\nGrundlogik:\n\n* Für Aktien/ETFs ist ISIN die primäre Identifikation.\n* Ticker und Exchange sind Zusatzinformationen.\n* Positionen werden über initial_position_snapshot, buy, sell, dividend, fee oder manual_adjustment abgebildet.\n* Jede Änderung braucht\nAudit-Log.\n* Fremdwährungen USD/EUR brauchen FX-Kurs und CHF-Gegenwert.\n* Keine Scheingenauigkeit, wenn Kaufhistorie, Gebühren oder historische FX fehlen.\n* Erst mit synthetischen Daten und Dummy-Depots bauen.\n* Keine echten PostFinance-/TrueWealth-/Raiffeisen-Daten importieren.\n\nBitte vormerken für die Equity/ETF Manage UI:\n\n* Aktie/ETF als Initial Snapshot hinzufügen\n* Buy\n* Partial Sell\n* Full Sell\n* Dividend\n* ETF Distribution\n* Fee\n* Manual Adjustment\n* ISIN Pflicht oder stark empfohlen\n* ISIN/Ticker dürfen nicht beide leer sein\n* Währung Pflicht\n* Depot/Konto Pflicht\n* FX bei Fremdwährung\n* Audit-Log Pflicht\n* Notiz Pflicht bei manual_adjustment oder unvollständiger Historie\n\n## Weitere Funktionsmodule bitte vormerken, aber noch nicht bauen\n\nBitte für später als Backlog vormerken:\n\n1. Portfolio Health Seite\n\n* Gesamtwert CHF\n* Assetklassen\n* Plattformen\n* Datenqualität\n* Cashquote\n* fehlende Preise/FX\n\n2. Reconciliation / Abgleich-Seite\n\n* Dashboard-Bestand vs. letzter Snapshot\n* manuelle Prüfung „Bestand geprüft am Datum X“\n* Differenzen sichtbar machen\n\n3. Data Quality Center\n\n* fehlende Preise\n* stale prices\n* fehlende FX\n* fehlende ISIN\n* fehlende CoinGecko-ID\n* unvollständige Historie\n\n4. Manual Review Queue\n\n* ausgelassene Coins\n* unsichere Mappings\n* offene Alerts\n* offene Datenqualitätsprobleme\n\n5. Backup / Restore\n\n* Runtime-DB Backup\n* verschlüsseltes Backup optional\n* Restore-Test später\n\n6. Safe Mode / Read-only Mode\n\n* Dashboard im Lesemodus\n* Schreibfunktionen bewusst aktivieren\n* Schutz gegen versehentliche Änderungen\n\nBitte jetzt zuerst Teil 1 umsetzen, dann Teil 2, dann Teil 3. Keine echten Aktien-/ETF-Daten importieren."
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n@@ -5,6 +5,9 @@\\n from jarvis_finance.dashboard import data as dashboard_data\\n from jarvis_finance.dashboard import main as dashboard_main\\n from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\n+from jarvis_finance.dashboard.views import page_17_position_add\\n+from jarvis_finance.storage.database import connect_memory\\n+from jarvis_finance.storage.migrations import apply_migrations\\n from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn, TECHNICAL_FIELDS\\n \\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"def test_position_add_page_is_visible_wizard_and_does_not_call_provider_on_render() -> None:\\n conn = connect_memory()\\n apply_migrations(conn)\\n st = FakeStreamlit()\\n page_17_position_add.render(st, conn)\\n text = _visible_text(st)\\n assert \\\"Position hinzufügen\\\" in text\\n assert \\\"1. Assetklasse wählen\\\" in text\\n assert \\\"2. Instrument suchen\\\" in text\\n assert \\\"Suchen\\\" in text\\n assert \\\"Manuell anlegen\\\" in text\\n assert \\\"Position speichern\\\" in text\\n assert \\\"catalog_entry_id\\\" not in text\\n assert \\\"instrument_id\\\" not in text\\n assert \\\"source_id\\\" not in text\\n\\n\\ndef test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\",\"old_string\":\"def test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"}"
}
}
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n@@ -24,6 +24,23 @@\\n assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\\n assert sorted(Path(\\\"src/jarvis_finance/dashboard/pages\\\").glob(\\\"[0-9][0-9]_*.py\\\")) == []\\n+\\n+\\n+def test_position_add_page_is_visible_wizard_and_does_not_call_provider_on_render() -> None:\\n+ conn = connect_memory()\\n+ apply_migrations(conn)\\n+ st = FakeStreamlit()\\n+ page_17_position_add.render(st, conn)\\n+ text = _visible_text(st)\\n+ assert \\\"Position hinzufügen\\\" in text\\n+ assert \\\"1. Assetklasse wählen\\\" in text\\n+ assert \\\"2. Instrument suchen\\\" in text\\n+ assert \\\"Suchen\\\" in text\\n+ assert \\\"Manuell anlegen\\\" in text\\n+ assert \\\"Position speichern\\\" in text\\n+ assert \\\"catalog_entry_id\\\" not in text\\n+ assert \\\"instrument_id\\\" not in text\\n+ assert \\\"source_id\\\" not in text\\n \\n \\n def test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, default_instrument_lookup_providers, search_instruments\\n\\n assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"finnhub\\\", \\\"fmp\\\"]\",\"old_string\":\"def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, search_instruments\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n@@ -468,8 +468,9 @@\\n \\n \\n def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n- from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, search_instruments\\n-\\n+ from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, default_instrument_lookup_providers, search_instruments\\n+\\n+ assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"finnhub\\\", \\\"fmp\\\"]\\n conn = setup_conn()\\n monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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"arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Zentrale Position-hinzufügen-Seite/Wizard im User Mode anbinden\",\"id\":\"ux-2\",\"status\":\"completed\"},{\"content\":\"Provider-Suche OpenFIGI/Finnhub/FMP mit Runtime-Secrets, Cache, Fehlerhandling integrieren\",\"id\":\"ux-3\",\"status\":\"in_progress\"}]}"
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"reasoning_content": "**Inspecting todos and pages**\n\nI think I need to mark some todos for clarity. Additionally, I’m considering inspecting the differences in the `__init__` of the `PAGES` from `dashboard.pages`. This might help me understand how it imports views. So, I'll take a closer look at what’s happening in the `__init__` of those pages. It seems like a step toward figuring everything out more cohesively!",
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"reasoning": "**Evaluating provider keys**\n\nI think I need to check if the actual provider keys are accessible. Instead of printing them out, I’ll use a terminal environment check. I might also need to look into the runtime environment file, particularly for the secrets in the `.env` file. Right now, it seems like the current providers are only using `os.environ`. I should consider loading the `.env` file and inspecting the settings in the runtime directory.",
"reasoning_content": "**Evaluating provider keys**\n\nI think I need to check if the actual provider keys are accessible. Instead of printing them out, I’ll use a terminal environment check. I might also need to look into the runtime environment file, particularly for the secrets in the `.env` file. Right now, it seems like the current providers are only using `os.environ`. I should consider loading the `.env` file and inspecting the settings in the runtime directory.",
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"text": "**Evaluating provider keys**\n\nI think I need to check if the actual provider keys are accessible. Instead of printing them out, I’ll use a terminal environment check. I might also need to look into the runtime environment file, particularly for the secrets in the `.env` file. Right now, it seems like the current providers are only using `os.environ`. I should consider loading the `.env` file and inspecting the settings in the runtime directory."
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import os\\n 4|from dataclasses import dataclass\\n 5|from pathlib import Path\\n 6|\\n 7|from .paths import DEFAULT_RUNTIME_DIR, RuntimePaths, is_relative_to\\n 8|\\n 9|\\n 10|@dataclass(frozen=True)\\n 11|class Settings:\\n 12| env: str = \\\"local\\\"\\n 13| base_currency: str = \\\"CHF\\\"\\n 14| timezone: str = \\\"Europe/Zurich\\\"\\n 15| runtime_paths: RuntimePaths = RuntimePaths.from_base(DEFAULT_RUNTIME_DIR)\\n 16| log_level: str = \\\"INFO\\\"\\n 17| block_runtime_inside_repo: bool = True\\n 18|\\n 19| @property\\n 20| def db_path(self) -> Path:\\n 21| return self.runtime_paths.db_path\\n 22|\\n 23|\\n 24|def find_repo_root(start: Path | None = None) -> Path:\\n 25| current = (start or Path.cwd()).resolve()\\n 26| for candidate in [current, *current.parents]:\\n 27| if (candidate / \\\".git\\\").exists() or (candidate / \\\"pyproject.toml\\\").exists():\\n 28| return candidate\\n 29| return current\\n 30|\\n 31|\\n 32|def load_settings(repo_root: Path | None = None, environ: dict[str, str] | None = None) -> Settings:\\n 33| env = environ or os.environ\\n 34| runtime_dir = Path(env.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(DEFAULT_RUNTIME_DIR))).expanduser()\\n 35| paths = RuntimePaths.from_base(runtime_dir)\\n 36| db_override = env.get(\\\"JARVIS_FINANCE_DB_PATH\\\")\\n 37| if db_override:\\n 38| object.__setattr__(paths, \\\"db_path\\\", Path(db_override).expanduser().resolve())\\n 39| settings = Settings(\\n 40| env=env.get(\\\"JARVIS_FINANCE_ENV\\\", \\\"local\\\"),\\n 41| base_currency=env.get(\\\"JARVIS_FINANCE_BASE_CURRENCY\\\", \\\"CHF\\\"),\\n 42| timezone=env.get(\\\"JARVIS_FINANCE_TIMEZONE\\\", \\\"Europe/Zurich\\\"),\\n 43| runtime_paths=paths,\\n 44| log_level=env.get(\\\"JARVIS_FINANCE_LOG_LEVEL\\\", \\\"INFO\\\"),\\n 45| block_runtime_inside_repo=env.get(\\\"JARVIS_FINANCE_BLOCK_RUNTIME_INSIDE_REPO\\\", \\\"1\\\") not in {\\\"0\\\", \\\"false\\\", \\\"False\\\"},\\n 46| )\\n 47| validate_settings(settings, repo_root=repo_root)\\n 48| return settings\\n 49|\\n 50|\\n 51|def validate_settings(settings: Settings, repo_root: Path | None = None) -> None:\\n 52| root = (repo_root or find_repo_root()).resolve()\\n 53| if settings.block_runtime_inside_repo and is_relative_to(settings.runtime_paths.base_dir, root):\\n 54| raise ValueError(f\\\"Runtime directory must be outside the Git repository: {settings.runtime_paths.base_dir}\\\")\\n 55| if settings.base_currency != \\\"CHF\\\":\\n 56| raise ValueError(\\\"MVP 1 base currency must be CHF\\\")\\n 57|\\n 58|\\n 59|def ensure_runtime_dirs(settings: Settings) -> None:\\n 60| settings.runtime_paths.ensure_dirs()\\n 61|\", \"total_lines\": 60, \"file_size\": 2335, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass\\n 4|from pathlib import Path\\n 5|\\n 6|DEFAULT_RUNTIME_DIR = Path(\\\"~/jarvis_runtime/finance-system\\\").expanduser()\\n 7|\\n 8|\\n 9|@dataclass(frozen=True)\\n 10|class RuntimePaths:\\n 11| base_dir: Path\\n 12| data_dir: Path\\n 13| imports_dir: Path\\n 14| exports_dir: Path\\n 15| reports_dir: Path\\n 16| backups_dir: Path\\n 17| secrets_dir: Path\\n 18| logs_dir: Path\\n 19| db_path: Path\\n 20|\\n 21| @classmethod\\n 22| def from_base(cls, base_dir: str | Path = DEFAULT_RUNTIME_DIR) -> \\\"RuntimePaths\\\":\\n 23| base = Path(base_dir).expanduser().resolve()\\n 24| return cls(\\n 25| base_dir=base,\\n 26| data_dir=base / \\\"data\\\",\\n 27| imports_dir=base / \\\"imports\\\",\\n 28| exports_dir=base / \\\"exports\\\",\\n 29| reports_dir=base / \\\"reports\\\",\\n 30| backups_dir=base / \\\"backups\\\",\\n 31| secrets_dir=base / \\\"secrets\\\",\\n 32| logs_dir=base / \\\"logs\\\",\\n 33| db_path=base / \\\"data\\\" / \\\"finance.sqlite3\\\",\\n 34| )\\n 35|\\n 36| def ensure_dirs(self) -> None:\\n 37| for path in [\\n 38| self.data_dir,\\n 39| self.imports_dir,\\n 40| self.exports_dir,\\n 41| self.reports_dir,\\n 42| self.backups_dir,\\n 43| self.secrets_dir,\\n 44| self.logs_dir,\\n 45| ]:\\n 46| path.mkdir(parents=True, exist_ok=True)\\n 47|\\n 48|\\n 49|def is_relative_to(path: Path, parent: Path) -> bool:\\n 50| try:\\n 51| path.resolve().relative_to(parent.resolve())\\n 52| return True\\n 53| except ValueError:\\n 54| return False\\n 55|\", \"total_lines\": 54, \"file_size\": 1460, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -5,6 +5,7 @@\\n import re\\n import time\\n from dataclasses import dataclass, field\\n+from pathlib import Path\\n from sqlite3 import Connection\\n from typing import Protocol\\n from urllib import parse, request\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"class UnavailableCatalogLookupProvider:\\n name = \\\"unavailable\\\"\\n\\n def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n\\n\\ndef _runtime_secret_value(names: tuple[str, ...]) -> str | None:\\n for name in names:\\n if os.environ.get(name):\\n return os.environ[name]\\n runtime_dir = Path(os.environ.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", \\\"~/jarvis_runtime/finance-system\\\")).expanduser()\\n for candidate in [runtime_dir / \\\"secrets\\\" / \\\".env\\\", runtime_dir / \\\".env\\\"]:\\n if not candidate.exists():\\n continue\\n for line in candidate.read_text(encoding=\\\"utf-8\\\").splitlines():\\n raw = line.strip()\\n if not raw or raw.startswith(\\\"#\\\") or \\\"=\\\" not in raw:\\n continue\\n key, value = raw.split(\\\"=\\\", 1)\\n key = key.strip().removeprefix(\\\"export \\\").strip()\\n if key in names:\\n return value.strip().strip('\\\"').strip(\\\"'\\\") or None\\n return None\\n\\n\\nclass _HttpJsonLookupProvider:\",\"old_string\":\"class UnavailableCatalogLookupProvider:\\n name = \\\"unavailable\\\"\\n\\n def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n\\n\\nclass _HttpJsonLookupProvider:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"
}
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -87,6 +87,25 @@\\n \\n def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n+\\n+\\n+def _runtime_secret_value(names: tuple[str, ...]) -> str | None:\\n+ for name in names:\\n+ if os.environ.get(name):\\n+ return os.environ[name]\\n+ runtime_dir = Path(os.environ.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", \\\"~/jarvis_runtime/finance-system\\\")).expanduser()\\n+ for candidate in [runtime_dir / \\\"secrets\\\" / \\\".env\\\", runtime_dir / \\\".env\\\"]:\\n+ if not candidate.exists():\\n+ continue\\n+ for line in candidate.read_text(encoding=\\\"utf-8\\\").splitlines():\\n+ raw = line.strip()\\n+ if not raw or raw.startswith(\\\"#\\\") or \\\"=\\\" not in raw:\\n+ continue\\n+ key, value = raw.split(\\\"=\\\", 1)\\n+ key = key.strip().removeprefix(\\\"export \\\").strip()\\n+ if key in names:\\n+ return value.strip().strip('\\\"').strip(\\\"'\\\") or None\\n+ return None\\n \\n \\n class _HttpJsonLookupProvider:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" self.api_key = api_key or _runtime_secret_value(self.api_key_env)\",\"old_string\":\" self.api_key = api_key or next((os.environ.get(k) for k in self.api_key_env if os.environ.get(k)), None)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"}"
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{
"role": "tool",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -113,7 +113,7 @@\\n api_key_env: tuple[str, ...] = ()\\n \\n def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0, min_interval_seconds: float = 0.2) -> None:\\n- self.api_key = api_key or next((os.environ.get(k) for k in self.api_key_env if os.environ.get(k)), None)\\n+ self.api_key = api_key or _runtime_secret_value(self.api_key_env)\\n self.timeout_seconds = timeout_seconds\\n self.min_interval_seconds = min_interval_seconds\\n self._last_request_at = 0.0\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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{
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"content": "",
"tool_calls": [
{
"id": "call_Y2zACFWbKb7CU5IkmkY9CBQg",
"call_id": "call_Y2zACFWbKb7CU5IkmkY9CBQg",
"response_item_id": "fc_09516b48ea7a6ed6016a0796f31620819190f0526670a03b3e",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\"def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch, tmp_path) -> None:\",\"old_string\":\"def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"}"
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{
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n@@ -467,7 +467,7 @@\\n assert \\\"st.write({\\\\\\\"catalog_entry_id\\\\\\\"\\\" not in wizard_source\\n \\n \\n-def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch) -> None:\\n+def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch, tmp_path) -> None:\\n from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, default_instrument_lookup_providers, search_instruments\\n \\n assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"finnhub\\\", \\\"fmp\\\"]\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"response_item_id": "fc_09516b48ea7a6ed6016a0796f7abc08191b6db989a9d9b0f0d",
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"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\" monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n monkeypatch.delenv(\\\"JARVIS_OPENFIGI_API_KEY\\\", raising=False)\\n monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(tmp_path))\\n (tmp_path / \\\"secrets\\\").mkdir()\\n (tmp_path / \\\"secrets\\\" / \\\".env\\\").write_text(\\\"OPENFIGI_API_KEY=runtime-file-key\\\\n\\\", encoding=\\\"utf-8\\\")\\n assert OpenFigiLookupProvider().api_key == \\\"runtime-file-key\\\"\\n (tmp_path / \\\"secrets\\\" / \\\".env\\\").unlink()\\n results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\",\"old_string\":\" monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"}"
}
}
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"role": "tool",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n@@ -473,6 +473,12 @@\\n assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"finnhub\\\", \\\"fmp\\\"]\\n conn = setup_conn()\\n monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n+ monkeypatch.delenv(\\\"JARVIS_OPENFIGI_API_KEY\\\", raising=False)\\n+ monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(tmp_path))\\n+ (tmp_path / \\\"secrets\\\").mkdir()\\n+ (tmp_path / \\\"secrets\\\" / \\\".env\\\").write_text(\\\"OPENFIGI_API_KEY=runtime-file-key\\\\n\\\", encoding=\\\"utf-8\\\")\\n+ assert OpenFigiLookupProvider().api_key == \\\"runtime-file-key\\\"\\n+ (tmp_path / \\\"secrets\\\" / \\\".env\\\").unlink()\\n results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\\n assert results == []\\n assert \\\"openfigi_api_key_missing\\\" in warnings\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"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........................................................................ [ 27%]\\n........................................................................ [ 54%]\\n........................................................................ [ 82%]\\n.............................................. [100%]\\n262 passed in 14.10s\\n.pytest_cache/CACHEDIR.TAG: runtime_cache_file_blocked\\n.pytest_cache/README.md: runtime_cache_file_blocked\\n.pytest_cache/.gitignore: runtime_cache_file_blocked\\n.pytest_cache/v/cache/nodeids: runtime_cache_file_blocked\\n.pytest_cache/v/cache/lastfailed: runtime_cache_file_blocked\", \"exit_code\": 1, \"error\": null}",
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"content": "{\"output\": \"src/jarvis_finance/dashboard/main.py | 8 +-\\n src/jarvis_finance/dashboard/views/__init__.py | 2 +\\n .../dashboard/views/page_00_command_center.py | 10 +-\\n src/jarvis_finance/equity/manage.py | 11 +-\\n src/jarvis_finance/market_data/catalog.py | 177 ++++++++++++++++++++-\\n .../test_dashboard_functional_ux_stabilization.py | 27 +++-\\n .../test_dashboard_usability_simplification.py | 22 ++-\\n tests/unit/test_equity_manage.py | 47 ++++++\\n 8 files changed, 288 insertions(+), 16 deletions(-)\\ndiff --git a/src/jarvis_finance/dashboard/main.py b/src/jarvis_finance/dashboard/main.py\\nindex 05f1a34..d712104 100644\\n--- a/src/jarvis_finance/dashboard/main.py\\n+++ b/src/jarvis_finance/dashboard/main.py\\n@@ -10,9 +10,9 @@ from jarvis_finance.dashboard import data as dashboard_data\\n from jarvis_finance.storage.database import connect\\n from jarvis_finance.storage.migrations import apply_migrations\\n \\n-USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Reports\\\"]\\n+USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n ADMIN_PAGE_TITLES = [\\\"Ledger\\\", \\\"Audit\\\", \\\"Alerts\\\", \\\"Data Quality\\\", \\\"Import Wizard\\\", \\\"Settings\\\", \\\"Crypto Manage\\\", \\\"Equity/ETF Manage\\\", \\\"Manual Review Queue\\\", \\\"Watchlist\\\"]\\n-TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\"}\\n+TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\", \\\"Equities/ETFs\\\": \\\"Aktien & ETFs\\\"}\\n \\n \\n def safe_connect_existing_db(db_path: Path) -> Connection | None:\\n@@ -83,7 +83,9 @@ def run_app() -> None:\\n st.sidebar.markdown(\\\"---\\\")\\n if mode == \\\"User Mode\\\":\\n names = [name for name in USER_PAGE_TITLES if name in page_map]\\n- selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=0)\\n+ requested = st.session_state.pop(\\\"jarvis_requested_page\\\", None) if hasattr(st, \\\"session_state\\\") else None\\n+ default_index = names.index(requested) if requested in names else 0\\n+ selected = st.sidebar.radio(\\\"Hauptnavigation\\\", names, index=default_index)\\n st.sidebar.caption(\\\"Technische IDs und Rohdaten sind im User Mode ausgeblendet.\\\")\\n else:\\n user_default = [name for name in USER_PAGE_TITLES if name in page_map]\\ndiff --git a/src/jarvis_finance/equity/manage.py b/src/jarvis_finance/equity/manage.py\\nindex 7edc0e4..12a2d25 100644\\n--- a/src/jarvis_finance/equity/manage.py\\n+++ b/src/jarvis_finance/equity/manage.py\\n@@ -6,7 +6,7 @@ from sqlite3 import Connection\\n \\n from jarvis_finance.audit.log import record_audit_event\\n from jarvis_finance.imports.common import stable_id, utc_now\\n-from jarvis_finance.market_data.catalog import CatalogEntryInput, upsert_catalog_entry\\n+from jarvis_finance.market_data.catalog import CatalogEntryInput, default_instrument_lookup_providers, search_instruments, upsert_catalog_entry\\n from jarvis_finance.market_data.instruments import ensure_instrument_metadata_quality\\n from jarvis_finance.ledger.positions import calculate_positions\\n from jarvis_finance.quality.alerts import create_alert\\n@@ -351,12 +351,10 @@ def search_instrument_candidates(\\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+ providers = default_instrument_lookup_providers() if include_external else []\\n results, warnings = search_instruments(conn, q, asset_class, providers=providers)\\n filtered = []\\n for r in results:\\n@@ -366,7 +364,8 @@ def search_instrument_candidates(\\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+ if country and (getattr(r, \\\"country\\\", None) or \\\"\\\").upper() != country.upper():\\n+ continue\\n row = {\\n \\\"catalog_entry_id\\\": r.catalog_entry_id or \\\"\\\",\\n \\\"name\\\": r.name,\\n@@ -375,8 +374,10 @@ def search_instrument_candidates(\\n \\\"exchange\\\": r.exchange or \\\"\\\",\\n \\\"currency\\\": r.trading_currency or r.instrument_currency or \\\"\\\",\\n \\\"asset_class\\\": r.asset_class,\\n+ \\\"country\\\": getattr(r, \\\"country\\\", None) or \\\"\\\",\\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+ \\\"trust_status\\\": \\\"Eindeutig\\\" if r.isin and q.upper() == (r.isin or \\\"\\\").upper() else (\\\"Manuell prüfen\\\" if (r.ticker or \\\"\\\").upper() == q.upper() else (\\\"Wahrscheinlich\\\" if r.confidence == \\\"medium\\\" else \\\"Unsicher\\\")),\\n \\\"confidence\\\": r.confidence,\\n \\\"last_price\\\": \\\"\\\",\\n \\\"price_date\\\": \\\"\\\",\\ndiff --git a/src/jarvis_finance/market_data/catalog.py b/src/jarvis_finance/market_data/catalog.py\\nindex 4dc3036..944c4b0 100644\\n--- a/src/jarvis_finance/market_data/catalog.py\\n+++ b/src/jarvis_finance/market_data/catalog.py\\n@@ -1,9 +1,14 @@\\n from __future__ import annotations\\n \\n+import json\\n+import os\\n import re\\n+import time\\n from dataclasses import dataclass, field\\n+from pathlib import Path\\n from sqlite3 import Connection\\n from typing import Protocol\\n+from urllib import parse, request\\n \\n from jarvis_finance.audit.log import record_audit_event\\n from jarvis_finance.imports.common import stable_id, utc_now\\n@@ -62,6 +67,7 @@ class CatalogSearchResult:\\n provider: str | None = None\\n provider_symbol: str | None = None\\n provider_market: str | None = None\\n+ country: str | None = None\\n hedge_status: str = \\\"unknown\\\"\\n instrument_status: str = \\\"unknown\\\"\\n confidence: str = \\\"low\\\"\\n@@ -83,6 +89,139 @@ class UnavailableCatalogLookupProvider:\\n raise LookupUnavailable(\\\"external instrument lookup is not configured\\\")\\n \\n \\n+def _runtime_secret_value(names: tuple[str, ...]) -> str | None:\\n+ for name in names:\\n+ if os.environ.get(name):\\n+ return os.environ[name]\\n+ runtime_dir = Path(os.environ.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", \\\"~/jarvis_runtime/finance-system\\\")).expanduser()\\n+ for candidate in [runtime_dir / \\\"secrets\\\" / \\\".env\\\", runtime_dir / \\\".env\\\"]:\\n+ if not candidate.exists():\\n+ continue\\n+ for line in candidate.read_text(encoding=\\\"utf-8\\\").splitlines():\\n+ raw = line.strip()\\n+ if not raw or raw.startswith(\\\"#\\\") or \\\"=\\\" not in raw:\\n+ continue\\n+ key, value = raw.split(\\\"=\\\", 1)\\n+ key = key.strip().removeprefix(\\\"export \\\").strip()\\n+ if key in names:\\n+ return value.strip().strip('\\\"').strip(\\\"'\\\") or None\\n+ return None\\n+\\n+\\n+class _HttpJsonLookupProvider:\\n+ name = \\\"provider\\\"\\n+ api_key_env: tuple[str, ...] = ()\\n+\\n+ def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0, min_interval_seconds: float = 0.2) -> None:\\n+ self.api_key = api_key or _runtime_secret_value(self.api_key_env)\\n+ self.timeout_seconds = timeout_seconds\\n+ self.min_interval_seconds = min_interval_seconds\\n+ self._last_request_at = 0.0\\n+\\n+ def _throttle(self) -> None:\\n+ elapsed = time.monotonic() - self._last_request_at\\n+ if elapsed < self.min_interval_seconds:\\n+ time.sleep(self.min_interval_seconds - elapsed)\\n+ self._last_request_at = time.monotonic()\\n+\\n+ def _get_json(self, url: str, *, headers: dict[str, str] | None = None) -> object:\\n+ self._throttle()\\n+ req = request.Request(url, headers=headers or {})\\n+ with request.urlopen(req, timeout=self.timeout_seconds) as response: # noqa: S310 - explicit user-triggered provider lookup\\n+ return json.loads(response.read().decode(\\\"utf-8\\\"))\\n+\\n+ def _post_json(self, url: str, payload: object, *, headers: dict[str, str] | None = None) -> object:\\n+ self._throttle()\\n+ data = json.dumps(payload).encode(\\\"utf-8\\\")\\n+ req = request.Request(url, data=data, headers={\\\"Content-Type\\\": \\\"application/json\\\", **(headers or {})})\\n+ with request.urlopen(req, timeout=self.timeout_seconds) as response: # noqa: S310 - explicit user-triggered provider lookup\\n+ return json.loads(response.read().decode(\\\"utf-8\\\"))\\n+\\n+\\n+class OpenFigiLookupProvider(_HttpJsonLookupProvider):\\n+ name = \\\"openfigi\\\"\\n+ api_key_env = (\\\"OPENFIGI_API_KEY\\\", \\\"JARVIS_OPENFIGI_API_KEY\\\")\\n+\\n+ def _request(self, query: str) -> object:\\n+ if not self.api_key:\\n+ raise LookupUnavailable(\\\"openfigi_api_key_missing\\\")\\n+ headers = {\\\"X-OPENFIGI-APIKEY\\\": self.api_key}\\n+ return self._post_json(\\\"https://api.openfigi.com/v3/search\\\", {\\\"query\\\": query}, headers=headers)\\n+\\n+ def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n+ payload = self._request(query)\\n+ rows = payload.get(\\\"data\\\", []) if isinstance(payload, dict) else payload if isinstance(payload, list) else []\\n+ results: list[CatalogSearchResult] = []\\n+ for item in rows[:10]:\\n+ if not isinstance(item, dict):\\n+ continue\\n+ name = str(item.get(\\\"name\\\") or item.get(\\\"securityDescription\\\") or \\\"\\\").strip()\\n+ ticker = str(item.get(\\\"ticker\\\") or \\\"\\\").strip().upper() or None\\n+ exchange = str(item.get(\\\"exchCode\\\") or item.get(\\\"marketSector\\\") or \\\"\\\").strip().upper() or None\\n+ if not name and not ticker:\\n+ continue\\n+ sec_type = str(item.get(\\\"securityType\\\") or item.get(\\\"marketSecDes\\\") or \\\"\\\").lower()\\n+ inferred_class = asset_class or (\\\"etf\\\" if \\\"fund\\\" in sec_type or \\\"etf\\\" in sec_type else \\\"stock\\\")\\n+ results.append(CatalogSearchResult(None, inferred_class, name or ticker or query, ticker=ticker, exchange=exchange, provider=\\\"openfigi\\\", provider_symbol=str(item.get(\\\"compositeFIGI\\\") or item.get(\\\"figi\\\") or ticker or \\\"\\\") or None, confidence=\\\"medium\\\", source=\\\"openfigi\\\", evidence_note=\\\"OpenFIGI search result; manual selection required\\\"))\\n+ return results\\n+\\n+\\n+class FinnhubSymbolLookupProvider(_HttpJsonLookupProvider):\\n+ name = \\\"finnhub\\\"\\n+ api_key_env = (\\\"FINNHUB_API_KEY\\\", \\\"JARVIS_FINNHUB_API_KEY\\\")\\n+\\n+ def _request(self, query: str) -> object:\\n+ if not self.api_key:\\n+ raise LookupUnavailable(\\\"finnhub_api_key_missing\\\")\\n+ url = \\\"https://finnhub.io/api/v1/search?\\\" + parse.urlencode({\\\"q\\\": query, \\\"token\\\": self.api_key})\\n+ return self._get_json(url)\\n+\\n+ def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n+ payload = self._request(query)\\n+ rows = payload.get(\\\"result\\\", []) if isinstance(payload, dict) else []\\n+ results: list[CatalogSearchResult] = []\\n+ for item in rows[:10]:\\n+ if not isinstance(item, dict):\\n+ continue\\n+ symbol = str(item.get(\\\"symbol\\\") or \\\"\\\").strip().upper()\\n+ description = str(item.get(\\\"description\\\") or symbol or query).strip()\\n+ if not symbol:\\n+ continue\\n+ inferred_class = asset_class or (\\\"etf\\\" if \\\"etf\\\" in description.lower() else \\\"stock\\\")\\n+ results.append(CatalogSearchResult(None, inferred_class, description, ticker=symbol.split(\\\".\\\")[0], exchange=None, provider=\\\"finnhub\\\", provider_symbol=symbol, confidence=\\\"low\\\", source=\\\"finnhub\\\", evidence_note=\\\"Finnhub symbol lookup; manual selection required\\\"))\\n+ return results\\n+\\n+\\n+class FmpSearchProvider(_HttpJsonLookupProvider):\\n+ name = \\\"fmp\\\"\\n+ api_key_env = (\\\"FMP_API_KEY\\\", \\\"FINANCIAL_MODELING_PREP_API_KEY\\\", \\\"JARVIS_FMP_API_KEY\\\")\\n+\\n+ def _request(self, query: str) -> object:\\n+ if not self.api_key:\\n+ raise LookupUnavailable(\\\"fmp_api_key_missing\\\")\\n+ url = \\\"https://financialmodelingprep.com/api/v3/search?\\\" + parse.urlencode({\\\"query\\\": query, \\\"limit\\\": 10, \\\"apikey\\\": self.api_key})\\n+ return self._get_json(url)\\n+\\n+ def search(self, *, query: str, asset_class: str | None = None) -> list[CatalogSearchResult]:\\n+ payload = self._request(query)\\n+ rows = payload if isinstance(payload, list) else []\\n+ results: list[CatalogSearchResult] = []\\n+ for item in rows[:10]:\\n+ if not isinstance(item, dict):\\n+ continue\\n+ symbol = str(item.get(\\\"symbol\\\") or \\\"\\\").strip().upper()\\n+ name = str(item.get(\\\"name\\\") or symbol or query).strip()\\n+ if not symbol and not name:\\n+ continue\\n+ inferred_class = asset_class or (\\\"etf\\\" if \\\"etf\\\" in name.lower() else \\\"stock\\\")\\n+ results.append(CatalogSearchResult(None, inferred_class, name, ticker=symbol.split(\\\".\\\")[0] if symbol else None, exchange=str(item.get(\\\"exchangeShortName\\\") or item.get(\\\"exchange\\\") or \\\"\\\").strip().upper() or None, trading_currency=str(item.get(\\\"currency\\\") or \\\"\\\").strip().upper() or None, provider=\\\"fmp\\\", provider_symbol=symbol or None, country=str(item.get(\\\"country\\\") or \\\"\\\").strip().upper() or None, confidence=\\\"low\\\", source=\\\"fmp\\\", evidence_note=\\\"Financial Modeling Prep search result; manual selection required\\\"))\\n+ return results\\n+\\n+\\n+def default_instrument_lookup_providers() -> list[CatalogLookupProvider]:\\n+ return [OpenFigiLookupProvider(), FinnhubSymbolLookupProvider(), FmpSearchProvider()]\\n+\\n+\\n def _validate_entry(entry: CatalogEntryInput) -> None:\\n if entry.asset_class.lower() not in ASSET_CLASSES:\\n raise ValueError(\\\"invalid asset_class\\\")\\n@@ -187,7 +326,7 @@ def search_local_catalog(conn: Connection, query: str, asset_class: str | None =\\n CatalogSearchResult(\\n 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 trading_currency=row[\\\"trading_currency\\\"], instrument_currency=row[\\\"instrument_currency\\\"], provider=row[\\\"provider\\\"], provider_symbol=row[\\\"provider_symbol\\\"],\\n- provider_market=row[\\\"provider_market\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n+ provider_market=row[\\\"provider_market\\\"], country=row[\\\"country\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n confidence=row[\\\"source_confidence\\\"] or \\\"low\\\", source=\\\"local_catalog\\\", evidence_note=\\\"local catalog match\\\",\\n )\\n for row in rows\\n@@ -200,11 +339,45 @@ def search_instruments(conn: Connection, query: str, asset_class: str | None = N\\n for provider in providers or []:\\n try:\\n external = provider.search(query=query, asset_class=asset_class)\\n+ except LookupUnavailable as exc:\\n+ warning = str(exc) or \\\"provider_lookup_unavailable\\\"\\n+ if warning == \\\"external instrument lookup is not configured\\\":\\n+ warning = \\\"provider_lookup_unavailable\\\"\\n+ warnings.append(warning)\", \"exit_code\": 0, \"error\": null}",
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"text": "**Evaluating git status**\n\nI want the git status output to be empty, but it doesn't seem to show that line, which is puzzling. Maybe I need to ensure there's no table in the output. I also should verify the current status to make sure it's clean, but maybe the status showing empty is part of that. There's definitely a need to complete my to-do list regarding this!"
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"content": "Erledigt, Sir.\n\n## Manual Position Entry & Instrument Search UX Sprint\n\nCommit: `195c952` \nPush: erfolgreich nach `origin/main` \nGit Status: clean \nGit-Safety: `GIT_SAFETY_OK`\n\n## Wo findest du die Funktion im Dashboard?\n\nIm normalen **User Mode** jetzt direkt sichtbar:\n\n- **Command Center**\n- **Crypto**\n- **Wallets**\n- **Aktien & ETFs**\n- **Position hinzufügen**\n- **Reports**\n\nZusätzlich gibt es im **Command Center** eine Schnellaktion:\n\n- **+ Position hinzufügen**\n\nDiese führt zur zentralen Wizard-Seite. Kein Suchen mehr im Admin-/Debug-Bereich. Welch revolutionärer Luxus: ein Menüpunkt, der tatsächlich auffindbar ist.\n\n## Neue zentrale Seite\n\nNeue Seite:\n\n**Position hinzufügen**\n\nGeführter Wizard:\n\n1. Assetklasse wählen\n - Aktie\n - ETF\n - Crypto\n - Cash\n\n2. Instrument suchen\n - ISIN\n - Name\n - Ticker\n - optionale Filter:\n - Assetklasse\n - Exchange\n - Währung\n - Land\n - Provider\n\n3. Instrument auswählen\n - Trefferliste ohne technische IDs\n - Ticker allein wird nicht automatisch als eindeutig behandelt\n - mehrere Treffer verlangen bewusste Auswahl\n\n4. Position erfassen\n - Plattform/Depot:\n - PostFinance\n - True Wealth\n - Raiffeisen\n - Anderes Konto\n - Menge\n - Snapshot-/Buchungsdatum\n - Transaktionstyp\n - Cost Basis optional\n - Gebühren optional\n - FX-Status/Kurs/Quelle optional\n - Notiz\n\n5. Review\n\n6. Bestätigt speichern\n\n## DOCX-Importpfad\n\nProduktiver Aktien-/ETF-Import aus PostFinance-/True-Wealth-DOCX bleibt gestoppt.\n\nDie Review Queue bleibt als Review-/Erinnerungsfläche erhalten, ist aber **nicht** der Hauptweg und schreibt keine produktiven Initial Snapshots.\n\n## ISIN-Suche\n\nJa, funktioniert.\n\nRegel:\n\n- Exakter ISIN-Treffer kann als **Eindeutig** angezeigt werden.\n- ISIN bleibt die bevorzugte Identifikation für Aktien/ETFs.\n\n## Name-/Ticker-Suche\n\nJa, funktioniert.\n\nRegeln:\n\n- Name-Suche zeigt Kandidatenliste.\n- Ticker allein wird als **Manuell prüfen** behandelt.\n- Ticker allein führt nicht zu automatischer Übernahme.\n- Mehrere Treffer verlangen bewusste Auswahl.\n\n## Provider eingebunden\n\nProvider-Reihenfolge implementiert:\n\n1. Lokale Instrumente in SQLite\n2. OpenFIGI\n3. Finnhub Symbol Lookup\n4. Financial Modeling Prep Search\n5. Manuelle Anlage\n\nProvider werden **nur bei explizitem Such-Klick** und aktivierter Provider-Suche abgefragt. Kein Live-API-Call beim normalen Seitenrendern.\n\n## Provider mangels API-Key aktuell deaktiviert\n\nBeim aktuellen Runtime-Check:\n\n- OpenFIGI: API-Key fehlt\n- Finnhub: API-Key fehlt\n- Financial Modeling Prep: API-Key fehlt\n\nKeys werden unterstützt über Environment oder Runtime-Secrets:\n\n- `~/jarvis_runtime/finance-system/secrets/.env`\n- alternativ `~/jarvis_runtime/finance-system/.env`\n\nUnterstützte Variablen:\n\n- OpenFIGI:\n - `OPENFIGI_API_KEY`\n - `JARVIS_OPENFIGI_API_KEY`\n\n- Finnhub:\n - `FINNHUB_API_KEY`\n - `JARVIS_FINNHUB_API_KEY`\n\n- Financial Modeling Prep:\n - `FMP_API_KEY`\n - `FINANCIAL_MODELING_PREP_API_KEY`\n - `JARVIS_FMP_API_KEY`\n\nKeine Keys wurden ins Repo geschrieben oder im Chat ausgegeben.\n\n## Caching\n\nProvider-Ergebnisse werden bei expliziter Suche in den lokalen Instrument-Katalog geschrieben. Danach sind sie lokal suchbar, ohne erneute Provider-Abfrage.\n\nProvider-Fehler erzeugen Warnungen und Data-Quality-/Market-Data-Alerts, aber keinen Dashboard-Crash.\n\n## Manuelle Anlage\n\nJa, möglich.\n\nRegeln:\n\n- ISIN stark empfohlen\n- ISIN und Ticker dürfen nicht beide leer sein\n- manuelle Anlage ohne ISIN bleibt prüfpflichtig\n- Instrument wird lokal im Katalog angelegt\n- danach kann es gesucht und bewusst ausgewählt werden\n\n## Initial Snapshot speichern\n\nJa, möglich.\n\nÜber **Position hinzufügen → Aktie/ETF → Instrument auswählen → Transaktionstyp: Initial Snapshot**.\n\nSicherheitsregeln:\n\n- Review vor Speicherung Pflicht\n- Bestätigung per Checkbox Pflicht\n- Depot/Konto Pflicht\n- Instrumentauswahl Pflicht\n- keine stillen Überschreibungen\n- bestehende Position wird gegen doppelte Initial Snapshots geschützt\n- Audit-Log wird geschrieben\n\n## Audit-Log getestet\n\nJa.\n\nBestehende und neue Tests decken ab:\n\n- manuelle Instrumentanlage mit Audit\n- Initial Snapshot mit Audit\n- Ledger-Ereignis-Erzeugung\n- Review/Confirm vor Speicherung\n- Data-Quality-Hinweise bei fehlender Cost Basis / fehlendem FX\n\n## Tests\n\nAusgeführt:\n\n- `python -m compileall src tests`\n- `pytest -q`\n- `git diff --check`\n- `PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .`\n- `git status --short`\n\nErgebnis:\n\n- Compile: erfolgreich\n- pytest: `262 passed`\n- git diff check: sauber\n- Git-Safety: `GIT_SAFETY_OK`\n- Git Status nach Push: clean\n\n## Commit / Push\n\n- Commit: `195c952`\n- Message: `Improve manual position entry UX`\n- Push: erfolgreich nach `main`\n\n## Offene Grenzen\n\n- Provider-Suche ist implementiert, aber mangels API-Keys aktuell faktisch deaktiviert.\n- OpenFIGI liefert nicht zuverlässig ISIN in der einfachen Search-Antwort; Treffer bleiben daher bewusst manuell prüfpflichtig.\n- Crypto/Cash sind auf der neuen zentralen Seite sichtbar vorbereitet, aber in diesem Sprint noch nicht als vollständiger Wizard umgesetzt.\n- Gebühren werden aktuell in Review/Notiz berücksichtigt; noch kein eigener Gebühren-Ledger-Flow auf der zentralen Seite.\n- Automatischer FX-Abruf ist noch nicht angebunden; fehlender FX blockiert nicht, sondern erzeugt Data-Quality-Hinweis.\n- Externe Provider-Abfragen sind bewusst klickbasiert, nicht live beim Dashboard-Rendern.",
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"text": "Erledigt, Sir.\n\n## Manual Position Entry & Instrument Search UX Sprint\n\nCommit: `195c952` \nPush: erfolgreich nach `origin/main` \nGit Status: clean \nGit-Safety: `GIT_SAFETY_OK`\n\n## Wo findest du die Funktion im Dashboard?\n\nIm normalen **User Mode** jetzt direkt sichtbar:\n\n- **Command Center**\n- **Crypto**\n- **Wallets**\n- **Aktien & ETFs**\n- **Position hinzufügen**\n- **Reports**\n\nZusätzlich gibt es im **Command Center** eine Schnellaktion:\n\n- **+ Position hinzufügen**\n\nDiese führt zur zentralen Wizard-Seite. Kein Suchen mehr im Admin-/Debug-Bereich. Welch revolutionärer Luxus: ein Menüpunkt, der tatsächlich auffindbar ist.\n\n## Neue zentrale Seite\n\nNeue Seite:\n\n**Position hinzufügen**\n\nGeführter Wizard:\n\n1. Assetklasse wählen\n - Aktie\n - ETF\n - Crypto\n - Cash\n\n2. Instrument suchen\n - ISIN\n - Name\n - Ticker\n - optionale Filter:\n - Assetklasse\n - Exchange\n - Währung\n - Land\n - Provider\n\n3. Instrument auswählen\n - Trefferliste ohne technische IDs\n - Ticker allein wird nicht automatisch als eindeutig behandelt\n - mehrere Treffer verlangen bewusste Auswahl\n\n4. Position erfassen\n - Plattform/Depot:\n - PostFinance\n - True Wealth\n - Raiffeisen\n - Anderes Konto\n - Menge\n - Snapshot-/Buchungsdatum\n - Transaktionstyp\n - Cost Basis optional\n - Gebühren optional\n - FX-Status/Kurs/Quelle optional\n - Notiz\n\n5. Review\n\n6. Bestätigt speichern\n\n## DOCX-Importpfad\n\nProduktiver Aktien-/ETF-Import aus PostFinance-/True-Wealth-DOCX bleibt gestoppt.\n\nDie Review Queue bleibt als Review-/Erinnerungsfläche erhalten, ist aber **nicht** der Hauptweg und schreibt keine produktiven Initial Snapshots.\n\n## ISIN-Suche\n\nJa, funktioniert.\n\nRegel:\n\n- Exakter ISIN-Treffer kann als **Eindeutig** angezeigt werden.\n- ISIN bleibt die bevorzugte Identifikation für Aktien/ETFs.\n\n## Name-/Ticker-Suche\n\nJa, funktioniert.\n\nRegeln:\n\n- Name-Suche zeigt Kandidatenliste.\n- Ticker allein wird als **Manuell prüfen** behandelt.\n- Ticker allein führt nicht zu automatischer Übernahme.\n- Mehrere Treffer verlangen bewusste Auswahl.\n\n## Provider eingebunden\n\nProvider-Reihenfolge implementiert:\n\n1. Lokale Instrumente in SQLite\n2. OpenFIGI\n3. Finnhub Symbol Lookup\n4. Financial Modeling Prep Search\n5. Manuelle Anlage\n\nProvider werden **nur bei explizitem Such-Klick** und aktivierter Provider-Suche abgefragt. Kein Live-API-Call beim normalen Seitenrendern.\n\n## Provider mangels API-Key aktuell deaktiviert\n\nBeim aktuellen Runtime-Check:\n\n- OpenFIGI: API-Key fehlt\n- Finnhub: API-Key fehlt\n- Financial Modeling Prep: API-Key fehlt\n\nKeys werden unterstützt über Environment oder Runtime-Secrets:\n\n- `~/jarvis_runtime/finance-system/secrets/.env`\n- alternativ `~/jarvis_runtime/finance-system/.env`\n\nUnterstützte Variablen:\n\n- OpenFIGI:\n - `OPENFIGI_API_KEY`\n - `JARVIS_OPENFIGI_API_KEY`\n\n- Finnhub:\n - `FINNHUB_API_KEY`\n - `JARVIS_FINNHUB_API_KEY`\n\n- Financial Modeling Prep:\n - `FMP_API_KEY`\n - `FINANCIAL_MODELING_PREP_API_KEY`\n - `JARVIS_FMP_API_KEY`\n\nKeine Keys wurden ins Repo geschrieben oder im Chat ausgegeben.\n\n## Caching\n\nProvider-Ergebnisse werden bei expliziter Suche in den lokalen Instrument-Katalog geschrieben. Danach sind sie lokal suchbar, ohne erneute Provider-Abfrage.\n\nProvider-Fehler erzeugen Warnungen und Data-Quality-/Market-Data-Alerts, aber keinen Dashboard-Crash.\n\n## Manuelle Anlage\n\nJa, möglich.\n\nRegeln:\n\n- ISIN stark empfohlen\n- ISIN und Ticker dürfen nicht beide leer sein\n- manuelle Anlage ohne ISIN bleibt prüfpflichtig\n- Instrument wird lokal im Katalog angelegt\n- danach kann es gesucht und bewusst ausgewählt werden\n\n## Initial Snapshot speichern\n\nJa, möglich.\n\nÜber **Position hinzufügen → Aktie/ETF → Instrument auswählen → Transaktionstyp: Initial Snapshot**.\n\nSicherheitsregeln:\n\n- Review vor Speicherung Pflicht\n- Bestätigung per Checkbox Pflicht\n- Depot/Konto Pflicht\n- Instrumentauswahl Pflicht\n- keine stillen Überschreibungen\n- bestehende Position wird gegen doppelte Initial Snapshots geschützt\n- Audit-Log wird geschrieben\n\n## Audit-Log getestet\n\nJa.\n\nBestehende und neue Tests decken ab:\n\n- manuelle Instrumentanlage mit Audit\n- Initial Snapshot mit Audit\n- Ledger-Ereignis-Erzeugung\n- Review/Confirm vor Speicherung\n- Data-Quality-Hinweise bei fehlender Cost Basis / fehlendem FX\n\n## Tests\n\nAusgeführt:\n\n- `python -m compileall src tests`\n- `pytest -q`\n- `git diff --check`\n- `PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan .`\n- `git status --short`\n\nErgebnis:\n\n- Compile: erfolgreich\n- pytest: `262 passed`\n- git diff check: sauber\n- Git-Safety: `GIT_SAFETY_OK`\n- Git Status nach Push: clean\n\n## Commit / Push\n\n- Commit: `195c952`\n- Message: `Improve manual position entry UX`\n- Push: erfolgreich nach `main`\n\n## Offene Grenzen\n\n- Provider-Suche ist implementiert, aber mangels API-Keys aktuell faktisch deaktiviert.\n- OpenFIGI liefert nicht zuverlässig ISIN in der einfachen Search-Antwort; Treffer bleiben daher bewusst manuell prüfpflichtig.\n- Crypto/Cash sind auf der neuen zentralen Seite sichtbar vorbereitet, aber in diesem Sprint noch nicht als vollständiger Wizard umgesetzt.\n- Gebühren werden aktuell in Review/Notiz berücksichtigt; noch kein eigener Gebühren-Ledger-Flow auf der zentralen Seite.\n- Automatischer FX-Abruf ist noch nicht angebunden; fehlender FX blockiert nicht, sondern erzeugt Data-Quality-Hinweis.\n- Externe Provider-Abfragen sind bewusst klickbasiert, nicht live beim Dashboard-Rendern."
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"content": "[M G] Sehr gut. Der Manual Position Entry & Instrument Search Sprint ist akzeptiert.\n\nBitte baue jetzt weiter, aber mit klarem Fokus:\n\nZiel des nächsten Sprints: Der manuelle Aktien-/ETF-Hinzufügen-Workflow muss praktisch testbar und zuverlässig bedienbar werden.\n\nKein produktiver DOCX-Import. Keine automatische Übernahme von PostFinance/True Wealth. Ich werde Aktien/ETFs später selbst über das Dashboard eintragen.\n\n## 1. Erst Bedienbarkeit verifizieren\n\nBitte prüfe zuerst, dass ich die Funktion nach einem Streamlit-Neustart wirklich finde.\n\nPrüfe und berichte:\n\n- User Mode enthält sichtbar:\n - Command Center\n - Crypto\n - Wallets\n - Aktien & ETFs\n - Position hinzufügen\n - Reports\n- Position hinzufügen öffnet wirklich den Wizard.\n- Aktien & ETFs hat einen Empty State, falls noch keine Positionen vorhanden sind.\n- Der Button Aktie/ETF hinzufügen führt zur Wizard-Seite.\n- Keine Funktion ist nur im Admin-/Debug-Bereich versteckt.\n- Keine doppelte Streamlit-Autopage-Navigation.\n\nFalls nötig: Navigation sofort korrigieren.\n\n## 2. Provider-/API-Setup sichtbar machen\n\nAktuell sind OpenFIGI, Finnhub und FMP mangels API-Key deaktiviert. Bitte baue eine klare Provider-Status-Ansicht in Settings oder direkt im Wizard.\n\nAnzeige:\n\n- OpenFIGI: aktiv / API-Key fehlt / Fehler\n- Finnhub: aktiv / API-Key fehlt / Fehler\n- FMP: aktiv / API-Key fehlt / Fehler\n- Lokale Suche: aktiv\n- Manuelle Anlage: aktiv\n\nBitte gib im Dashboard und Bericht exakt an, wo Keys lokal abgelegt werden müssen:\n\n~/jarvis_runtime/finance-system/secrets/.env\n\nUnterstützte Variablen:\n\n- OPENFIGI_API_KEY\n- JARVIS_OPENFIGI_API_KEY\n- FINNHUB_API_KEY\n- JARVIS_FINNHUB_API_KEY\n- FMP_API_KEY\n- JARVIS_FMP_API_KEY\n\nWichtig:\n- Keine API-Keys ins Repo.\n- Keine API-Keys in Logs.\n- Keine API-Keys im Chat ausgeben.\n- .env und Secrets bleiben ausserhalb Git.\n- Git-Safety muss Keys weiterhin blockieren.\n\n## 3. Suchfunktion wirklich testbar machen\n\nBitte baue den Wizard so, dass ich ohne technische Kenntnisse suchen kann.\n\nSuchfeld:\n\n- ISIN\n- Name\n- Ticker\n\nButtons:\n\n- Lokal suchen\n- Online suchen\n- Manuell anlegen\n\nRegeln:\n\n- Keine Online-Suche beim Rendern.\n- Online-Suche nur bei Klick.\n- Wenn Provider-Key fehlt: klare Meldung, kein Crash.\n- Wenn Provider verfügbar: Treffer anzeigen.\n- Wenn mehrere Treffer: Auswahl Pflicht.\n- Ticker allein nie automatisch übernehmen.\n- ISIN exakter Treffer darf als eindeutig angezeigt werden.\n- Treffer lokal cachen.\n\nTrefferliste im User Mode:\n\n- Name\n- ISIN\n- Ticker\n- Exchange\n- Währung\n- Assetklasse\n- Land\n- Datenquelle\n- Status: Eindeutig / Wahrscheinlich / Unsicher / Manuell prüfen\n- Button: Auswählen\n\nKeine technischen IDs anzeigen.\n\n## 4. End-to-End Test mit Beispielwerten\n\nBitte führe einen vollständigen Test mit synthetischen oder unkritischen Beispieldaten durch.\n\nBeispiel 1 für ISIN-Suche:\n\n- ISIN: US9229087690\n- Erwartung: Vanguard Total Stock Market ETF / VTI / USD\n\nBeispiel 2 für Name-Suche:\n\n- Suchtext: Vanguard Total Stock\n\nBeispiel 3 für Ticker-Suche:\n\n- Suchtext: VTI\n- Erwartung: mehrere/prüfpflichtige Treffer oder mindestens manuelle Auswahlpflicht\n\nWichtig:\n- Diese Tests dürfen keine echten Portfolio-Mengen verwenden.\n- Keine echte Position produktiv in meiner Runtime-DB eintragen, außer es ist synthetisch oder explizit als Testkonto/Testposition markiert.\n- Falls die echte Runtime-DB genutzt wird, nur mit klarer Testmarkierung und danach wieder rückgängig machen oder separate Test-DB verwenden.\n\n## 5. Add Position Wizard weiter verbessern\n\nBitte den Wizard so optimieren, dass er wirklich bequem ist:\n\n### Schritt 1: Assetklasse\n- Aktie\n- ETF\n- Crypto\n- Cash\n\nFür diesen Sprint:\n- Aktie und ETF vollständig nutzbar.\n- Crypto/Cash dürfen auf bestehende Funktionen verweisen.\n\n### Schritt 2: Instrument suchen\n- Sucheingabe\n- Filter optional\n- Providerstatus sichtbar\n- Trefferliste sauber\n\n### Schritt 3: Instrument auswählen\nNach Auswahl werden automatisch angezeigt:\n\n- Name\n- ISIN\n- Ticker\n- Exchange\n- Währung\n- Assetklasse\n- Datenquelle\n\n### Schritt 4: Position erfassen\nFelder:\n\n- Plattform/Depot:\n - PostFinance\n - True Wealth\n- Raiffeisen\n - Anderes Konto\n- Menge\n- Snapshot-/Buchungsdatum\n- Transaktionstyp:\n - Initial Snapshot\n - Kauf\n - Dividende / Ausschüttung\n - Manuelle Korrektur\n- Einstand / Cost Basis optional\n- Gebühren optional\n- FX-Kurs optional\n- FX-Quelle optional\n- Kategorie:\n - Core\n - Opportunity\n - Unknown\n- Notiz\n\n### Schritt 5: Review\nVor Speicherung zeigen:\n\n- Was wird gespeichert?\n- In welches Depot?\n- Welche Menge?\n- Welches Instrument?\n- Welche Daten fehlen?\n- Welche Datenqualitätswarnungen entstehen?\n\nCheckbox:\nIch bestätige diese Buchung.\n\n### Schritt 6: Speichern\n- Audit-Log schreiben\n- Ledger-Transaktion oder Initial Snapshot schreiben\n- keine stille Überschreibung\n- Erfolgsmeldung\n- Link/Hinweis: „Position in Aktien & ETFs anzeigen“\n\n## 6. Aktien & ETFs Seite verbessern\n\nDie Seite Aktien & ETFs soll für mich nützlich sein, auch wenn ich noch keine Aktien/ETFs eingetragen habe.\n\nWenn leer:\n\n- Hinweis: „Noch keine Aktien oder ETFs erfasst.“\n- Button: Aktie/ETF hinzufügen\n\nWenn Positionen vorhanden:\n\nSummary Cards:\n\n- Gesamtwert Aktien/ETFs\n- Anzahl Positionen\n- Positionen ohne Preis\n- Positionen mit unvollständigem Einstand\n- Letztes Preisupdate\n\nTabelle:\n\n- Name\n- Ticker\n- ISIN\n- Depot\n- Menge\n- Marktwert CHF oder „nicht bewertet“\n- Status\n- Aktionen\n\nAktionen:\n\n- Details\n- Kaufen\n- Verkaufen\n- Dividende/Ausschüttung\n- Korrigieren\n- Verlauf\n\nWenn Aktionen noch nicht vollständig sind:\n- deaktivieren\n- klare Meldung\n- keine Fake-Buttons\n\n## 7. Marktpreise und FX vorbereiten, aber nicht überladen\n\nBitte noch keine komplexe Aktien-/ETF-Marktpreisengine bauen, aber vorbereiten:\n\n- Wenn Provider einen aktuellen Kurs liefert, darf dieser lokal gespeichert werden.\n- Wenn kein Kurs vorhanden ist: „nicht bewertet“, nicht 0.00 CHF.\n- USD/EUR-Positionen brauchen aktuellen FX für Bewertung.\n- Fehlender historischer FX darf Performance blockieren, aber nicht zwingend aktuelle Bewertung.\n\nBitte keine Scheingenauigkeit.\n\n## 8. Provider-Integration technisch härten\n\nBitte implementiere:\n\n- API-Key-Laden aus Runtime-Secrets\n- Providerstatus prüfen\n- Provider nur auf Klick\n- Timeout\n- Rate-Limit-Handling\n- Fehler als UI-Hinweis\n- Caching der Suchergebnisse\n- keine API-Antworten mit sensiblen Daten ins Git\n\nFür OpenFIGI:\n- Mapping über ISIN vorbereiten\n- falls API-Key fehlt, soweit möglich unauthenticated oder überspringen\n- Treffer als Kandidaten anzeigen\n\nFür Finnhub:\n- Symbol Lookup nutzen\n- Suche nach Name/Ticker/ISIN unterstützen, soweit API erlaubt\n- Treffer als Kandidaten anzeigen\n\nFür FMP:\n- Symbol-/Name-Suche nutzen\n- Treffer als Kandidaten anzeigen\n\n## 9. Tests\n\nBitte Tests ergänzen für:\n\n- User Mode enthält Position hinzufügen\n- Button im Command Center führt zur Position-Hinzufügen-Seite\n- Empty State Aktien & ETFs zeigt Aktie/ETF hinzufügen\n- Providerstatus zeigt fehlende Keys ohne Crash\n- lokale Suche funktioniert\n- Online-Suche wird nur bei Klick ausgelöst\n- ISIN-Suche priorisiert exakten Treffer\n- Ticker allein wird nicht automatisch übernommen\n- mehrere Treffer verlangen Auswahl\n- manuelle Anlage funktioniert\n- Initial Snapshot kann gespeichert werden\n- Review/Checkbox vor Speicherung Pflicht\n- Audit-Log wird geschrieben\n- fehlende Cost Basis erzeugt cost_basis_uncertain\n- fehlender FX erzeugt Hinweis, aber keinen Crash\n- keine technischen IDs im User Mode\n- keine API-Keys im Repo\n- Git-Safety bleibt sauber\n\n## 10. Kein echter PostFinance-/True-Wealth-Import\n\nWeiterhin verbindlich:\n\n- kein produktiver Import aus DOCX\n- keine echten Brokerdateien ins Repo\n- keine echten Positionswerte im Chat\n- ich erfasse Aktien/ETFs später manuell über den Wizard\n\n## 11. Nach Abschluss\n\nBitte ausführen:\n\n- Compile\n- pytest\n- Git-Safety\n- git status\n- git diff --check\n\nWenn sauber:\n- Commit\n- Push\n\nBitte berichten:\n\n- Wo finde ich die Funktion?\n- Wie starte ich die Suche?\n- Welche Provider sind aktiv?\n- Welche Provider fehlen wegen API-Key?\n- Wie lege ich eine Aktie manuell an?\n- Wie lege ich einen ETF manuell an?\n- Wurde ein End-to-End-Test durchgeführt?\n- Tests\n- Git-Safety\n- Commit-Hash\n- Push-Status\n- offene Grenzen\nWichtig:\nDer nächste Stand ist nur akzeptiert, wenn ich im User Mode wirklich eine Aktie oder einen ETF ohne Admin-Suche erfassen kann."
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Kein DOCX-Import, keine Live-API beim normalen Laden.\\\")\\n 31| st.info(\\\"Hauptpfad: Assetklasse wählen → Instrument suchen → Treffer bewusst auswählen → Position erfassen → Review → bestätigen.\\\")\\n 32|\\n 33| ensure_standard_broker_accounts(conn)\\n 34| options = get_equity_management_options(conn)\\n 35| account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n 36|\\n 37| st.subheader(\\\"1. Assetklasse wählen\\\")\\n 38| asset_choice = st.selectbox(\\\"Assetklasse\\\", [\\\"Aktie\\\", \\\"ETF\\\", \\\"Crypto\\\", \\\"Cash\\\"], key=\\\"position_add_asset_choice\\\")\\n 39| if asset_choice in {\\\"Crypto\\\", \\\"Cash\\\"}:\\n 40| st.warning(\\\"Für diesen Sprint ist die geführte Erfassung für Aktien und ETFs priorisiert. Crypto/Cash werden hier sichtbar vorbereitet, aber noch nicht gespeichert.\\\")\\n 41| return\\n 42| asset_class = \\\"stock\\\" if asset_choice == \\\"Aktie\\\" else \\\"etf\\\"\\n 43|\\n 44| st.subheader(\\\"2. Instrument suchen\\\")\\n 45| query = st.text_input(\\\"ISIN, Name oder Ticker\\\", key=\\\"position_add_query\\\")\\n 46| currency_filter = st.selectbox(\\\"Währung optional\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_currency\\\")\\n 47| exchange_filter = st.text_input(\\\"Börse/Exchange optional\\\", key=\\\"position_add_exchange\\\")\\n 48| country_filter = st.text_input(\\\"Land optional\\\", key=\\\"position_add_country\\\")\\n 49| provider_filter = st.text_input(\\\"Provider optional\\\", key=\\\"position_add_provider\\\")\\n 50| external_lookup = st.checkbox(\\\"Provider-Suche bei Klick einbeziehen\\\", key=\\\"position_add_external\\\")\\n 51| if st.button(\\\"Suchen\\\", key=\\\"position_add_search\\\"):\\n 52| payload = search_instrument_candidates(\\n 53| conn,\\n 54| query=query,\\n 55| asset_class=asset_class,\\n 56| exchange=exchange_filter or None,\\n 57| currency=currency_filter or None,\\n 58| country=country_filter or None,\\n 59| provider=provider_filter or None,\\n 60| include_external=bool(external_lookup),\\n 61| )\\n 62| if hasattr(st, \\\"session_state\\\"):\\n 63| st.session_state[\\\"position_add_search_results\\\"] = payload\\n 64| search_state = getattr(st, \\\"session_state\\\", {}).get(\\\"position_add_search_results\\\", {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True})\\n 65| if search_state.get(\\\"warnings\\\"):\\n 66| st.warning(\\\"; \\\".join(str(w) for w in search_state.get(\\\"warnings\\\", [])))\\n 67| rows = [\\n 68| {\\n 69| \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n 70| \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n 71| \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n 72| \\\"Exchange\\\": r.get(\\\"exchange\\\", \\\"\\\"),\\n 73| \\\"Währung\\\": r.get(\\\"currency\\\", \\\"\\\"),\\n 74| \\\"Assetklasse\\\": \\\"Aktie\\\" if r.get(\\\"asset_class\\\") == \\\"stock\\\" else \\\"ETF\\\" if r.get(\\\"asset_class\\\") == \\\"etf\\\" else r.get(\\\"asset_class\\\", \\\"\\\"),\\n 75| \\\"Land\\\": r.get(\\\"country\\\", \\\"\\\"),\\n 76| \\\"Datenquelle\\\": r.get(\\\"data_source\\\", \\\"\\\"),\\n 77| \\\"Vertrauensstatus\\\": r.get(\\\"trust_status\\\", r.get(\\\"mapping_status\\\", \\\"Manuell prüfen\\\")),\\n 78| }\\n 79| for r in search_state.get(\\\"results\\\", [])\\n 80| ]\\n 81| show_table(st, rows, empty_message=\\\"Noch keine Suche ausgeführt oder kein Treffer. Manuelle Anlage ist unten möglich.\\\")\\n 82|\\n 83| st.subheader(\\\"3. Instrument auswählen\\\")\\n 84| labels = [f\\\"{i+1}. {r.get('name')} | {r.get('isin') or 'ISIN fehlt'} | {r.get('ticker') or 'Ticker fehlt'} | {r.get('exchange') or 'Exchange fehlt'} | {r.get('currency') or 'Währung fehlt'}\\\" for i, r in enumerate(search_state.get(\\\"results\\\", []))]\\n 85| chosen = st.selectbox(\\\"Treffer auswählen\\\", labels, key=\\\"position_add_selected\\\") if labels else None\\n 86| selected = search_state.get(\\\"results\\\", [])[int(chosen.split('.', 1)[0]) - 1] if chosen else None\\n 87| if selected:\\n 88| st.success(\\\"Treffer ausgewählt. Mehrdeutige Ticker werden nicht automatisch übernommen.\\\")\\n 89|\\n 90| with st.expander(\\\"Kein Treffer? Instrument manuell anlegen\\\"):\\n 91| manual_name = st.text_input(\\\"Name\\\", key=\\\"position_add_manual_name\\\")\\n 92| manual_isin = st.text_input(\\\"ISIN stark empfohlen\\\", key=\\\"position_add_manual_isin\\\")\\n 93| manual_ticker = st.text_input(\\\"Ticker\\\", key=\\\"position_add_manual_ticker\\\")\\n 94| manual_exchange = st.text_input(\\\"Exchange\\\", key=\\\"position_add_manual_exchange\\\")\\n 95| manual_currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_manual_currency\\\")\\n 96| manual_note = st.text_area(\\\"Notiz / Quelle\\\", key=\\\"position_add_manual_note\\\")\\n 97| st.warning(\\\"Manuelle Anlage ohne ISIN bleibt prüfpflichtig. ISIN und Ticker dürfen nicht beide leer sein.\\\")\\n 98| if st.button(\\\"Manuell anlegen\\\", key=\\\"position_add_manual_save\\\"):\\n 99| try:\\n 100| if not manual_isin and not manual_ticker:\\n 101| raise ValueError(\\\"ISIN oder Ticker ist erforderlich\\\")\\n 102| create_manual_catalog_entry(conn, asset_class=asset_class, name=manual_name, currency=manual_currency, isin=manual_isin, ticker=manual_ticker, exchange=manual_exchange, note=manual_note)\\n 103| st.success(\\\"Instrument lokal gespeichert. Bitte erneut suchen und bewusst auswählen.\\\")\\n 104| except Exception as exc:\\n 105| st.error(f\\\"Manuelle Anlage abgelehnt: {exc}\\\")\\n 106|\\n 107| st.subheader(\\\"4. Position erfassen\\\")\\n 108| account_label = st.selectbox(\\\"Plattform/Depot\\\", account_labels, key=\\\"position_add_account\\\") if account_labels else None\\n 109| transaction_type = st.selectbox(\\\"Transaktionstyp\\\", [\\\"Initial Snapshot\\\", \\\"Kauf\\\", \\\"Dividende/Ausschüttung\\\", \\\"Manuelle Korrektur\\\"], key=\\\"position_add_tx_type\\\")\\n 110| tx_map = {\\\"Initial Snapshot\\\": \\\"initial_snapshot\\\", \\\"Kauf\\\": \\\"buy\\\", \\\"Dividende/Ausschüttung\\\": \\\"dividend\\\", \\\"Manuelle Korrektur\\\": \\\"manual_adjustment\\\"}\\n 111| quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"position_add_quantity\\\")\\n 112| trade_date = st.date_input(\\\"Snapshot-/Buchungsdatum\\\", key=\\\"position_add_date\\\")\\n 113| default_currency = selected.get(\\\"currency\\\") if selected else \\\"CHF\\\"\\n 114| currencies = [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"]\\n 115| currency = st.selectbox(\\\"Originalwährung\\\", currencies, index=currencies.index(default_currency) if default_currency in currencies else 0, key=\\\"position_add_pos_currency\\\")\\n 116| cost_basis = st.text_input(\\\"Einstand / Cost Basis optional\\\", key=\\\"position_add_cost_basis\\\")\\n 117| fees = st.text_input(\\\"Gebühren optional — für MVP nur in Notiz/Review berücksichtigt\\\", key=\\\"position_add_fees\\\")\\n 118| fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"not_needed\\\", \\\"ok\\\", \\\"missing\\\", \\\"manual_override\\\", \\\"manual_override_required\\\"], key=\\\"position_add_fx_status\\\")\\n 119| fx_rate = st.text_input(\\\"FX-Kurs zu CHF optional\\\", key=\\\"position_add_fx_rate\\\")\\n 120| fx_source = st.text_input(\\\"FX-Quelle optional\\\", key=\\\"position_add_fx_source\\\")\\n 121| note = st.text_area(\\\"Notiz — Pflicht bei unvollständiger Historie oder Korrektur\\\", key=\\\"position_add_note\\\")\\n 122|\\n 123| st.subheader(\\\"5. Review\\\")\\n 124| review = {\\n 125| \\\"Instrument\\\": selected.get(\\\"name\\\") if selected else \\\"noch nicht ausgewählt\\\",\\n 126| \\\"ISIN\\\": selected.get(\\\"isin\\\") if selected else \\\"\\\",\\n 127| \\\"Ticker\\\": selected.get(\\\"ticker\\\") if selected else \\\"\\\",\\n 128| \\\"Exchange\\\": selected.get(\\\"exchange\\\") if selected else \\\"\\\",\\n 129| \\\"Depot\\\": account_label or \\\"\\\",\\n 130| \\\"Transaktion\\\": transaction_type,\\n 131| \\\"Datum\\\": str(trade_date),\\n 132| \\\"Cost Basis\\\": \\\"ungewiss\\\" if not cost_basis else \\\"erfasst\\\",\\n 133| \\\"Gebühren\\\": \\\"notiert\\\" if fees else \\\"keine/fehlt\\\",\\n 134| \\\"FX\\\": fx_status,\\n 135| }\\n 136| st.write(review)\\n 137| confirmed = st.checkbox(\\\"Ich habe die Review-Zusammenfassung geprüft und bestätige die Speicherung\\\", key=\\\"position_add_confirm\\\")\\n 138|\\n 139| st.subheader(\\\"6. Bestätigen\\\")\\n 140| selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n 141| if st.button(\\\"Position speichern\\\", key=\\\"position_add_save\\\", type=\\\"primary\\\"):\\n 142| try:\\n 143| if not selected or not selected.get(\\\"catalog_entry_id\\\"):\\n 144| raise ValueError(\\\"Instrument muss vor Speicherung ausgewählt werden\\\")\\n 145| if not selected_account:\\n 146| raise ValueError(\\\"Depot/Konto ist erforderlich\\\")\\n 147| final_note = note if not fees else f\\\"{note}\\\\nFees noted: {fees}\\\".strip()\\n 148| result = add_manual_position_from_catalog(\\n 149| conn,\\n 150| catalog_entry_id=selected[\\\"catalog_entry_id\\\"],\\n 151| account_id=selected_account[\\\"account_id\\\"],\\n 152| position_type=tx_map[transaction_type],\\n 153| quantity_text=quantity,\\n 154| trade_date=str(trade_date),\\n 155| currency=currency,\\n 156| cost_basis_original_text=cost_basis or None,\\n 157| fx_status=fx_status,\\n 158| fx_rate_to_chf_text=fx_rate or None,\\n 159| fx_source=fx_source or None,\\n 160| note=final_note,\\n 161| confirm=bool(confirmed),\\n 162| )\\n 163| st.success(\\\"Position gespeichert: Ledger-Ereignis und Audit-Log wurden erzeugt.\\\")\\n 164| if result.warnings:\\n 165| st.warning(\\\"Datenqualität: \\\" + \\\"; \\\".join(result.warnings))\\n 166| except Exception as exc:\\n 167| st.error(f\\\"Speicherung abgelehnt: {exc}\\\")\\n 168|\", \"total_lines\": 167, \"file_size\": 9635, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_j6BL521rTpvSRcKJDWLEkNlb"
},
{
"role": "tool",
"name": "read_file",
"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from jarvis_finance.dashboard.components.tables import show_table\\n 4|from jarvis_finance.dashboard import data\\n 5|\\n 6|PAGE_TITLE = \\\"Equities/ETFs\\\"\\n 7|\\n 8|USER_COLUMNS = [\\\"name\\\", \\\"ticker\\\", \\\"isin\\\", \\\"account_name\\\", \\\"quantity\\\", \\\"market_value_chf\\\", \\\"total_return_chf\\\", \\\"price_status\\\", \\\"mappingstatus\\\"]\\n 9|\\n 10|\\n 11|def render(st, conn) -> None:\\n 12| st.title(\\\"Equities / ETFs\\\")\\n 13| st.caption(\\\"User Mode zeigt nur entscheidungsrelevante ETF-/Aktienfelder. Mapping-Details liegen im Admin Review.\\\")\\n 14| rows = [r for r in data.get_positions(conn) if r[\\\"asset_class\\\"].lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}]\\n 15| user_rows = []\\n 16| for r in rows:\\n 17| mapping_problem = r.get(\\\"provider_symbol_status\\\") != \\\"mapped\\\"\\n 18| item = {\\n 19| \\\"name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n 20| \\\"ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n 21| \\\"isin\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n 22| \\\"account_name\\\": r.get(\\\"account_name\\\", \\\"\\\"),\\n 23| \\\"quantity\\\": r.get(\\\"quantity\\\", \\\"\\\"),\\n 24| \\\"market_value_chf\\\": r.get(\\\"market_value_chf\\\", \\\"\\\"),\\n 25| \\\"total_return_chf\\\": r.get(\\\"total_return_chf\\\", \\\"\\\"),\\n 26| \\\"price_status\\\": r.get(\\\"price_status\\\", \\\"\\\"),\\n 27| \\\"mappingstatus\\\": r.get(\\\"provider_symbol_status\\\", \\\"\\\") if mapping_problem else \\\"ok\\\",\\n 28| }\\n 29| user_rows.append(item)\\n 30| show_table(st, user_rows)\\n 31| with st.expander(\\\"Admin: Mapping-/Valuation-Details\\\"):\\n 32| show_table(st, rows)\\n 33|\", \"total_lines\": 32, \"file_size\": 1392, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
"tool_call_id": "call_8VHLQ395LSxFABXDB4K9xiPj"
},
{
"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, default_instrument_lookup_providers, search_instruments, 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|\\n 282|def ensure_standard_broker_accounts(conn: Connection) -> dict[str, int]:\\n 283| \\\"\\\"\\\"Ensure manual-entry broker platforms exist. No holdings are imported.\\\"\\\"\\\"\\n 284| now = utc_now()\\n 285| created_platforms = 0\\n 286| created_accounts = 0\\n 287| specs = [\\n 288| (\\\"postfinance\\\", \\\"PostFinance\\\"),\\n 289| (\\\"true_wealth\\\", \\\"True Wealth\\\"),\\n 290| (\\\"raiffeisen\\\", \\\"Raiffeisen\\\"),\\n 291| (\\\"other_broker\\\", \\\"Anderes Konto\\\"),\\n 292| ]\\n 293| for platform_id, name in specs:\\n 294| row = conn.execute(\\\"SELECT platform_id FROM platforms WHERE name=?\\\", (name,)).fetchone()\\n 295| pid = row[\\\"platform_id\\\"] if row else platform_id\\n 296| if row is None:\\n 297| conn.execute(\\n 298| \\\"INSERT OR IGNORE INTO platforms(platform_id,name,platform_type,country,default_currency,is_active,notes,created_at) VALUES(?,?,?,?,?,?,?,?)\\\",\\n 299| (pid, name, \\\"broker\\\", \\\"CH\\\", \\\"CHF\\\", 1, \\\"Manual equity/ETF entry platform; no broker import.\\\", now),\\n 300| )\\n 301| created_platforms += 1\\n 302| acc = conn.execute(\\\"SELECT account_id FROM accounts WHERE platform_id=? AND account_name=?\\\", (pid, \\\"Manual Portfolio\\\")).fetchone()\\n 303| if acc is None:\\n 304| account_id = stable_id(\\\"account\\\", pid, \\\"Manual Portfolio\\\", \\\"CHF\\\")\\n 305| conn.execute(\\n 306| \\\"INSERT OR IGNORE INTO accounts(account_id,platform_id,account_name,account_type,currency,is_active,notes,created_at) VALUES(?,?,?,?,?,?,?,?)\\\",\\n 307| (account_id, pid, \\\"Manual Portfolio\\\", \\\"brokerage\\\", \\\"CHF\\\", 1, \\\"Manual equity/ETF entries only; no DOCX import.\\\", now),\\n 308| )\\n 309| created_accounts += 1\\n 310| if created_platforms or created_accounts:\\n 311| record_audit_event(\\n 312| conn,\\n 313| source=\\\"equity_manage\\\",\\n 314| action=\\\"ensure_manual_broker_accounts\\\",\\n 315| entity_type=\\\"account\\\",\\n 316| entity_id=\\\"manual_broker_accounts\\\",\\n 317| new_values={\\\"platforms_created\\\": created_platforms, \\\"accounts_created\\\": created_accounts},\\n 318| user_text_note=\\\"Ensure manual-entry broker accounts; no productive broker import.\\\",\\n 319| confirmed=True,\\n 320| created_by=\\\"dashboard\\\",\\n 321| )\\n 322| conn.commit()\\n 323| return {\\\"platforms_created\\\": created_platforms, \\\"accounts_created\\\": created_accounts}\\n 324|\\n 325|\\n 326|def _latest_market_price(conn: Connection, instrument_id: str) -> tuple[str, str]:\\n 327| row = conn.execute(\\n 328| \\\"\\\"\\\"\\n 329| SELECT close, adjusted_close, price_date\\n 330| FROM market_prices\\n 331| WHERE instrument_id=?\\n 332| ORDER BY price_date DESC, fetched_at DESC\\n 333| LIMIT 1\\n 334| \\\"\\\"\\\",\\n 335| (instrument_id,),\\n 336| ).fetchone()\\n 337| if not row:\\n 338| return \\\"\\\", \\\"\\\"\\n 339| return (row[\\\"adjusted_close\\\"] or row[\\\"close\\\"] or \\\"\\\", row[\\\"price_date\\\"] or \\\"\\\")\\n 340|\\n 341|\\n 342|def search_instrument_candidates(\\n 343| conn: Connection,\\n 344| *,\\n 345| query: str,\\n 346| asset_class: str | None = None,\\n 347| exchange: str | None = None,\\n 348| currency: str | None = None,\\n 349| country: str | None = None,\\n 350| provider: str | None = None,\\n 351| include_external: bool = False,\\n 352|) -> dict[str, object]:\\n 353| \\\"\\\"\\\"Search local instrument catalog. External providers are only used when explicitly enabled by caller.\\\"\\\"\\\"\\n 354| q = str(query or \\\"\\\").strip()\\n 355| if not q:\\n 356| return {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True, \\\"provider_lookup_attempted\\\": False}\\n 357| providers = default_instrument_lookup_providers() if include_external else []\\n 358| results, warnings = search_instruments(conn, q, asset_class, providers=providers)\\n 359| filtered = []\\n 360| for r in results:\\n 361| if exchange and (r.exchange or \\\"\\\").upper() != exchange.upper():\\n 362| continue\\n 363| if currency and (r.trading_currency or r.instrument_currency or \\\"\\\").upper() != currency.upper():\\n 364| continue\\n 365| if provider and (r.provider or \\\"\\\").lower() != provider.lower():\\n 366| continue\\n 367| if country and (getattr(r, \\\"country\\\", None) or \\\"\\\").upper() != country.upper():\\n 368| continue\\n 369| row = {\\n 370| \\\"catalog_entry_id\\\": r.catalog_entry_id or \\\"\\\",\\n 371| \\\"name\\\": r.name,\\n 372| \\\"isin\\\": r.isin or \\\"\\\",\\n 373| \\\"ticker\\\": r.ticker or \\\"\\\",\\n 374| \\\"exchange\\\": r.exchange or \\\"\\\",\\n 375| \\\"currency\\\": r.trading_currency or r.instrument_currency or \\\"\\\",\\n 376| \\\"asset_class\\\": r.asset_class,\\n 377| \\\"country\\\": getattr(r, \\\"country\\\", None) or \\\"\\\",\\n 378| \\\"data_source\\\": r.source,\\n 379| \\\"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 380| \\\"trust_status\\\": \\\"Eindeutig\\\" if r.isin and q.upper() == (r.isin or \\\"\\\").upper() else (\\\"Manuell prüfen\\\" if (r.ticker or \\\"\\\").upper() == q.upper() else (\\\"Wahrscheinlich\\\" if r.confidence == \\\"medium\\\" else \\\"Unsicher\\\")),\\n 381| \\\"confidence\\\": r.confidence,\\n 382| \\\"last_price\\\": \\\"\\\",\\n 383| \\\"price_date\\\": \\\"\\\",\\n 384| \\\"selection_required\\\": \\\"yes\\\",\\n 385| }\\n 386| inst = None\\n 387| if row[\\\"isin\\\"]:\\n 388| 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 389| if inst:\\n 390| row[\\\"last_price\\\"], row[\\\"price_date\\\"] = _latest_market_price(conn, inst[\\\"instrument_id\\\"])\\n 391| filtered.append(row)\\n 392| # ISIN exact single hit may be unambiguous for display, but user still must click/select before writing.\\n 393| selection_required = True\\n 394| if not filtered:\\n 395| warnings.append(\\\"no_local_match_manual_entry_allowed\\\")\\n 396| if include_external and \\\"provider_lookup_unavailable\\\" in warnings:\\n 397| warnings.append(\\\"manual_entry_allowed\\\")\\n 398| return {\\\"results\\\": filtered, \\\"warnings\\\": warnings, \\\"selection_required\\\": selection_required, \\\"provider_lookup_attempted\\\": include_external}\\n 399|\\n 400|\\n 401|def add_equity_initial_snapshot(\\n 402| conn: Connection,\\n 403| *,\\n 404| account_id: str,\\n 405| asset_class: str,\\n 406| name: str,\\n 407| isin: str = \\\"\\\",\\n 408| ticker: str = \\\"\\\",\\n 409| exchange: str = \\\"\\\",\\n 410| currency: str,\\n 411| quantity_text: str,\\n 412| snapshot_date: str,\\n 413| cost_basis_original_text: str | None = None,\\n 414| category: str = \\\"Unknown\\\",\\n 415| note: str = \\\"\\\",\\n 416| confirm: bool = False,\\n 417| fx_rate_to_chf_text: str | None = None,\\n 418| fx_source: str | None = None,\\n 419| fx_status: str = \\\"ok\\\",\\n 420| ter_text: str | None = None,\\n 421| distribution_policy: str | None = None,\\n 422| index_name: str | None = None,\\n 423| fund_domicile: str | None = None,\\n 424| benchmark: str | None = None,\\n 425|) -> EquityManageResult:\\n 426| _require_confirm(confirm)\\n 427| account_id = _require_account(conn, account_id)\\n 428| asset_class = _normalize_asset_class(asset_class)\\n 429| currency = _require_currency(currency)\\n 430| snapshot_date = _require_date(snapshot_date)\\n 431| note = _require_note(note, reason=\\\"initial_position_snapshot with incomplete history\\\")\\n 432| qty = parse_decimal_text(quantity_text, field_name=\\\"quantity\\\")\\n 433| if qty <= 0:\\n 434| raise ValueError(\\\"quantity must be > 0\\\")\\n 435| warnings: list[str] = []\\n 436| if cost_basis_original_text in {None, \\\"\\\"}:\\n 437| gross = Decimal(\\\"0\\\")\\n 438| warnings.append(\\\"cost_basis_uncertain\\\")\\n 439| else:\\n 440| gross = parse_decimal_text(str(cost_basis_original_text), field_name=\\\"cost basis\\\")\\n 441| if gross < 0:\\n 442| raise ValueError(\\\"cost basis must be >= 0\\\")\\n 443| instrument_id = _ensure_instrument(\\n 444| conn,\\n 445| asset_class=asset_class,\\n 446| name=name,\\n 447| isin=isin,\\n 448| ticker=ticker,\\n 449| exchange=exchange,\\n 450| currency=currency,\\n 451| category=category,\\n 452| note=note,\\n 453| ter_text=ter_text,\\n 454| distribution_policy=distribution_policy,\\n 455| index_name=index_name,\\n 456| fund_domicile=fund_domicile,\\n 457| benchmark=benchmark,\\n 458| )\\n 459| existing_position = calculate_positions(conn).positions.get((account_id, instrument_id))\\n 460| if existing_position and existing_position.quantity != 0:\\n 461| raise ValueError(\\\"initial snapshot would overwrite an existing position; use manual_adjustment\\\")\\n 462| tx_id, tx_warnings = _insert_transaction(\\n 463| conn,\\n 464| transaction_type=\\\"initial_position_snapshot\\\",\\n 465| account_id=account_id,\\n 466| instrument_id=instrument_id,\\n 467| trade_date=snapshot_date,\\n 468| quantity=qty,\\n 469| gross=gross,\\n 470| fee=Decimal(\\\"0\\\"),\\n 471| tax=Decimal(\\\"0\\\"),\\n 472| currency=currency,\\n 473| fx_rate_to_chf_text=fx_rate_to_chf_text,\\n 474| fx_source=fx_source,\\n 475| fx_status=fx_status,\\n 476| note=note,\\n 477| )\\n 478| warnings.extend(tx_warnings)\\n 479| if \\\"cost_basis_uncertain\\\" in warnings:\\n 480| 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 481| 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 482| record_audit_event(\\n 483| conn,\\n 484| source=\\\"equity_manage\\\",\\n 485| action=\\\"equity_initial_position_snapshot\\\",\\n 486| entity_type=\\\"transaction\\\",\\n 487| entity_id=tx_id,\\n 488| new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": \\\"initial_position_snapshot\\\"},\\n 489| user_text_note=note,\\n 490| confirmed=True,\\n 491| created_by=\\\"dashboard\\\",\\n 492| )\\n 493| conn.commit()\\n 494| return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n 495|\\n 496|\\n 497|def add_equity_transaction(\\n 498| conn: Connection,\\n 499| *,\\n 500| account_id: str,\\n 501| instrument_id: str,\\n 502| transaction_type: str,\\n 503| trade_date: str,\\n 504| quantity_text: str,\\n 505| gross_amount_original_text: str,\\n 506| currency: str,\\n 507| note: str,\\n 508| confirm: bool,\\n 509| fee_original_text: str = \\\"0\\\",\\n 510| tax_original_text: str = \\\"0\\\",\\n 511| fx_rate_to_chf_text: str | None = None,\\n 512| fx_source: str | None = None,\\n 513| fx_status: str = \\\"ok\\\",\\n 514|) -> EquityManageResult:\\n 515| _require_confirm(confirm)\\n 516| account_id = _require_account(conn, account_id)\\n 517| instrument_id = _require_instrument(conn, instrument_id)\\n 518| transaction_type = str(transaction_type).strip()\\n 519| if transaction_type not in VALID_TRANSACTION_TYPES:\\n 520| raise ValueError(\\\"unsupported equity transaction type\\\")\\n 521|\", \"total_lines\": 780, \"file_size\": 33558, \"truncated\": true, \"hint\": \"Use offset=521 to continue reading (showing 1-520 of 780 lines)\", \"is_binary\": false, \"is_image\": false}",
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"reasoning": "**Modifying terminal functionalities**\n\nI need to make some adjustments. It sounds like I might need to use the terminal to test an existing Streamlit setup. I'll also need to check the provider’s status functions and take a closer look at the catalog end. This could help ensure everything is functioning properly. I'm curious how these elements will come together and what specifics I might uncover in the process!",
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"text": "**Modifying terminal functionalities**\n\nI need to make some adjustments. It sounds like I might need to use the terminal to test an existing Streamlit setup. I'll also need to check the provider’s status functions and take a closer look at the catalog end. This could help ensure everything is functioning properly. I'm curious how these elements will come together and what specifics I might uncover in the process!"
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"content": "{\"content\": \" 330| confidence=row[\\\"source_confidence\\\"] or \\\"low\\\", source=\\\"local_catalog\\\", evidence_note=\\\"local catalog match\\\",\\n 331| )\\n 332| for row in rows\\n 333| ]\\n 334|\\n 335|\\n 336|def search_instruments(conn: Connection, query: str, asset_class: str | None = None, *, providers: list[CatalogLookupProvider] | None = None) -> tuple[list[CatalogSearchResult], list[str]]:\\n 337| results = search_local_catalog(conn, query, asset_class)\\n 338| warnings: list[str] = []\\n 339| for provider in providers or []:\\n 340| try:\\n 341| external = provider.search(query=query, asset_class=asset_class)\\n 342| except LookupUnavailable as exc:\\n 343| warning = str(exc) or \\\"provider_lookup_unavailable\\\"\\n 344| if warning == \\\"external instrument lookup is not configured\\\":\\n 345| warning = \\\"provider_lookup_unavailable\\\"\\n 346| warnings.append(warning)\\n 347| create_alert(conn, priority=\\\"info\\\", category=\\\"market_data\\\", entity_type=\\\"instrument_catalog\\\", entity_id=\\\"external_lookup\\\", rule_id=warning, message=\\\"External instrument catalog provider is not configured or unavailable.\\\", evidence={\\\"provider\\\": getattr(provider, \\\"name\\\", \\\"unknown\\\")}, fingerprint=f\\\"catalog_provider_lookup_unavailable:{getattr(provider, 'name', 'unknown')}:{warning}\\\")\\n 348| continue\\n 349| except Exception:\\n 350| warnings.append(\\\"provider_lookup_unavailable\\\")\\n 351| 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 352| continue\\n 353| for item in external:\\n 354| if item.catalog_entry_id is None:\\n 355| try:\\n 356| catalog_id = upsert_catalog_entry(\\n 357| conn,\\n 358| CatalogEntryInput(\\n 359| asset_class=item.asset_class,\\n 360| name=item.name,\\n 361| isin=item.isin,\\n 362| ticker=item.ticker,\\n 363| exchange=item.exchange,\\n 364| trading_currency=item.trading_currency,\\n 365| instrument_currency=item.instrument_currency or item.trading_currency,\\n 366| provider=item.provider or getattr(provider, \\\"name\\\", \\\"external\\\"),\\n 367| provider_symbol=item.provider_symbol,\\n 368| provider_market=item.provider_market,\\n 369| country=item.country,\\n 370| source=item.source,\\n 371| source_confidence=item.confidence if item.confidence in CONFIDENCES else \\\"low\\\",\\n 372| notes=item.evidence_note,\\n 373| ),\\n 374| note=f\\\"Cache explicit instrument search result from {getattr(provider, 'name', 'external')}\\\",\\n 375| created_by=\\\"dashboard_search\\\",\\n 376| )\\n 377| item.catalog_entry_id = catalog_id\\n 378| except Exception:\\n 379| warnings.append(\\\"provider_result_cache_failed\\\")\\n 380| results.append(item)\\n 381| conn.commit()\\n 382| return results, warnings\\n 383|\\n 384|\\n 385|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 386| 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 387| seen_isin: dict[str, set[tuple[str | None, str | None]]] = {}\\n 388| for instrument_id in instrument_ids:\\n 389| row = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (instrument_id,)).fetchone()\\n 390| if row is None:\\n 391| continue\\n 392| summary[\\\"instruments_total\\\"] += 1\\n 393| ensure_instrument_metadata_quality(conn, instrument_id=instrument_id)\\n 394| entry = CatalogEntryInput(\\n 395| asset_class=\\\"etf\\\" if (row[\\\"asset_class\\\"] or \\\"\\\").lower() == \\\"etf\\\" else \\\"equity\\\",\\n 396| 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 397| 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 398| hedged_to_currency=row[\\\"hedged_to_currency\\\"], hedge_status=row[\\\"hedge_status\\\"] or \\\"unknown\\\", instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\",\\n 399| 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 400| )\\n 401| before = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\\n 402| upsert_catalog_entry(conn, entry, note=note)\\n 403| after = conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries\\\").fetchone()[\\\"c\\\"]\\n 404| if after > before:\\n 405| summary[\\\"catalog_entries_created\\\"] += 1\\n 406| if row[\\\"isin\\\"]:\\n 407| seen_isin.setdefault(row[\\\"isin\\\"], set()).add((row[\\\"exchange\\\"], row[\\\"currency\\\"]))\\n 408| if (row[\\\"hedge_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n 409| summary[\\\"hedge_unknown\\\"] += 1\\n 410| if (row[\\\"instrument_status\\\"] or \\\"unknown\\\") == \\\"unknown\\\":\\n 411| summary[\\\"instrument_status_unknown\\\"] += 1\\n 412| if row[\\\"provider_symbol\\\"] and row[\\\"instrument_status\\\"] == \\\"active\\\" and row[\\\"hedge_status\\\"] != \\\"unknown\\\":\\n 413| summary[\\\"valuation_ready\\\"] += 1\\n 414| else:\\n 415| summary[\\\"manual_review_required\\\"] += 1\\n 416| 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 417| summary[\\\"multiple_listings\\\"] = sum(1 for listings in seen_isin.values() if len(listings) > 1)\\n 418| conn.commit()\\n 419| return summary\\n 420|\\n 421|\\n 422|def catalog_entry_to_provider_candidate(conn: Connection, catalog_entry_id: str) -> ProviderCandidate:\\n 423| row = conn.execute(\\\"SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?\\\", (catalog_entry_id,)).fetchone()\\n 424| if row is None:\\n 425| raise ValueError(\\\"catalog entry not found\\\")\\n 426| return ProviderCandidate(\\n 427| provider=row[\\\"provider\\\"] or \\\"manual\\\",\\n 428| provider_symbol=row[\\\"provider_symbol\\\"] or row[\\\"ticker\\\"] or \\\"\\\",\\n 429| exchange=row[\\\"exchange\\\"], currency=row[\\\"trading_currency\\\"], name=row[\\\"name\\\"], isin=row[\\\"isin\\\"],\\n 430| is_hedged=True if row[\\\"hedge_status\\\"] == \\\"hedged\\\" else False if row[\\\"hedge_status\\\"] == \\\"unhedged\\\" else None,\\n 431| hedged_to_currency=row[\\\"hedged_to_currency\\\"], instrument_status=row[\\\"instrument_status\\\"] or \\\"unknown\\\", evidence_source=\\\"instrument_catalog\\\", evidence_note=\\\"manual catalog selection\\\",\\n 432| )\\n 433|\", \"total_lines\": 432, \"file_size\": 23473, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|\\n 5|from jarvis_finance.crypto.assets import create_crypto_asset\\n 6|from jarvis_finance.crypto.holdings import create_initial_holding_snapshot\\n 7|from jarvis_finance.crypto.wallets import create_wallet\\n 8|from jarvis_finance.dashboard import data as dashboard_data\\n 9|from jarvis_finance.dashboard.demo_data import load_synthetic_demo_data\\n 10|from jarvis_finance.dashboard.pages import page_12_crypto_manage\\n 11|from jarvis_finance.market.providers import PriceQuote, store_crypto_price\\n 12|from jarvis_finance.storage.database import connect_memory\\n 13|from jarvis_finance.storage.migrations import apply_migrations\\n 14|\\n 15|\\n 16|class FakeStreamlit:\\n 17| def __init__(self, button_presses: set[str] | None = None) -> None:\\n 18| self.calls: list[tuple[str, tuple[object, ...], dict[str, object]]] = []\\n 19| self.sidebar = self\\n 20| self.session_state = {}\\n 21| self.button_presses = button_presses or set()\\n 22|\\n 23| def __getattr__(self, name: str):\\n 24| def recorder(*args, **kwargs):\\n 25| self.calls.append((name, args, kwargs))\\n 26| if name == \\\"button\\\":\\n 27| label = str(args[0]) if args else str(kwargs.get(\\\"label\\\", \\\"\\\"))\\n 28| return label in self.button_presses and not bool(kwargs.get(\\\"disabled\\\", False))\\n 29| if name == \\\"checkbox\\\":\\n 30| return False\\n 31| if name == \\\"toggle\\\":\\n 32| return bool(kwargs.get(\\\"value\\\", False))\\n 33| if name in {\\\"text_input\\\", \\\"text_area\\\", \\\"date_input\\\"}:\\n 34| return \\\"\\\"\\n 35| if name in {\\\"selectbox\\\", \\\"radio\\\", \\\"pills\\\"}:\\n 36| options = args[1] if len(args) > 1 else kwargs.get(\\\"options\\\", [])\\n 37| return list(options)[0] if options else None\\n 38| if name in {\\\"tabs\\\", \\\"columns\\\"}:\\n 39| values = args[0] if args else []\\n 40| count = values if isinstance(values, int) else len(values)\\n 41| return [self for _ in range(count)]\\n 42| if name == \\\"expander\\\":\\n 43| return self\\n 44| return None\\n 45| return recorder\\n 46|\\n 47| def __enter__(self):\\n 48| return self\\n 49|\\n 50| def __exit__(self, *args):\\n 51| return False\\n 52|\\n 53|\\n 54|def setup_demo_conn():\\n 55| conn = connect_memory()\\n 56| apply_migrations(conn)\\n 57| load_synthetic_demo_data(conn)\\n 58| return conn\\n 59|\\n 60|\\n 61|def setup_multi_wallet_crypto_conn():\\n 62| conn = connect_memory()\\n 63| apply_migrations(conn)\\n 64| w1 = create_wallet(conn, wallet_name=\\\"MetaMask Demo\\\", wallet_type=\\\"Software Wallet\\\", platform_provider=\\\"MetaMask\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\")\\n 65| w2 = create_wallet(conn, wallet_name=\\\"SwissBorg Demo\\\", wallet_type=\\\"Exchange\\\", platform_provider=\\\"SwissBorg\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\")\\n 66| eth = create_crypto_asset(conn, coin_name=\\\"Ethereum\\\", symbol=\\\"ETH\\\", coingecko_id=\\\"ethereum\\\")\\n 67| btc = create_crypto_asset(conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n 68| create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w1, quantity=Decimal(\\\"2\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\", note=\\\"synthetic eth split\\\")\\n 69| create_initial_holding_snapshot(conn, asset_id=eth, wallet_id=w2, quantity=Decimal(\\\"2\\\"), verification_status=\\\"verified\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\", note=\\\"synthetic eth split\\\")\\n 70| create_initial_holding_snapshot(conn, asset_id=btc, wallet_id=w1, quantity=Decimal(\\\"0.00000001\\\"), verification_status=\\\"stale\\\", last_verified_at=\\\"2026-01-01T00:00:00Z\\\", note=\\\"synthetic btc tiny\\\")\\n 71| store_crypto_price(conn, asset_id=eth, quote=PriceQuote(\\\"ethereum\\\", \\\"CHF\\\", Decimal(\\\"2500.00\\\"), provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n 72| store_crypto_price(conn, asset_id=btc, quote=PriceQuote(\\\"bitcoin\\\", \\\"CHF\\\", Decimal(\\\"40000.00\\\"), provider=\\\"synthetic-cache\\\", provider_timestamp=\\\"2026-02-01T00:00:00Z\\\"))\\n 73| return conn\\n 74|\\n 75|TECHNICAL_FIELDS = {\\n 76| \\\"asset_id\\\",\\n 77| \\\"wallet_id\\\",\\n 78| \\\"instrument_id\\\",\\n 79| \\\"entity_id\\\",\\n 80| \\\"rule_id\\\",\\n 81| \\\"source_id\\\",\\n 82| \\\"provider_symbol_status\\\",\\n 83| \\\"hedge_status\\\",\\n 84| \\\"dedup_key\\\",\\n 85| \\\"fingerprint\\\",\\n 86|}\\n 87|\\n 88|\\n 89|def test_user_mode_crypto_and_portfolio_tables_are_clean_and_formatted() -> None:\\n 90| conn = setup_multi_wallet_crypto_conn()\\n 91| crypto_rows = dashboard_data.get_crypto_coin_summary(conn)\\n 92| assert crypto_rows\\n 93| visible_crypto = dashboard_data.visible_user_columns(crypto_rows[0])\\n 94| assert len(visible_crypto) <= 8\\n 95| assert TECHNICAL_FIELDS.isdisjoint(visible_crypto)\\n 96| assert crypto_rows[0][\\\"kurs_chf\\\"].startswith(\\\"CHF \\\")\\n 97| assert \\\"'\\\" in dashboard_data.chf_text(Decimal(\\\"12345.67\\\"))\\n 98| assert dashboard_data.translate_status(\\\"missing_market_price\\\") == \\\"Preis fehlt\\\"\\n 99| assert dashboard_data.translate_status(\\\"fresh\\\") == \\\"Aktuell\\\"\\n 100|\\n 101| portfolio = dashboard_data.get_portfolio_positions_user(conn)\\n 102| assert portfolio == [] or TECHNICAL_FIELDS.isdisjoint(portfolio[0])\\n 103| assert all(len(row) <= 8 for row in portfolio)\\n 104|\\n 105|\\n 106|def test_chart_data_for_crypto_coin_and_wallet_distribution_is_correct() -> None:\\n 107| conn = setup_multi_wallet_crypto_conn()\\n 108| coin_chart = dashboard_data.get_crypto_coin_allocation_chart(conn)\\n 109| wallet_chart = dashboard_data.get_crypto_wallet_allocation_chart(conn)\\n 110| assert [row[\\\"label\\\"] for row in coin_chart][:2] == [\\\"Ethereum\\\", \\\"Bitcoin\\\"]\\n 111| assert coin_chart[0][\\\"value_chf\\\"] == \\\"10000.00\\\"\\n 112| assert {row[\\\"label\\\"] for row in wallet_chart} == {\\\"MetaMask Demo\\\", \\\"SwissBorg Demo\\\"}\\n 113| assert all(\\\"asset_id\\\" not in row and \\\"wallet_id\\\" not in row for row in coin_chart + wallet_chart)\\n 114|\\n 115|\\n 116|def test_coin_detail_and_wallet_detail_are_selectable_read_models() -> None:\\n 117| conn = setup_multi_wallet_crypto_conn()\\n 118| eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n 119| detail = dashboard_data.get_crypto_coin_detail(conn, eth[\\\"_asset_id\\\"], price_max_age_seconds=999999999)\\n 120| assert detail[\\\"coin\\\"] == \\\"Ethereum\\\"\\n 121| assert detail[\\\"gesamtwert_chf\\\"] == \\\"CHF 10'000.00\\\"\\n 122| assert detail[\\\"preisstatus\\\"] == \\\"Aktuell\\\"\\n 123| assert len(detail[\\\"wallets\\\"]) == 2\\n 124| assert {\\\"Bestand hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer\\\", \\\"Bestand auf 0 setzen\\\", \\\"Audit / Verlauf anzeigen\\\"} <= set(detail[\\\"actions\\\"])\\n 125| assert TECHNICAL_FIELDS.isdisjoint(detail)\\n 126| assert TECHNICAL_FIELDS.isdisjoint(detail[\\\"wallets\\\"][0])\\n 127|\\n 128| wallet = dashboard_data.get_wallet_user_overview(conn)[0]\\n 129| wallet_detail = dashboard_data.get_wallet_detail(conn, wallet[\\\"_wallet_id\\\"])\\n 130| assert wallet_detail[\\\"wallet_name\\\"]\\n 131| assert wallet_detail[\\\"coins\\\"]\\n 132| assert {\\\"Coin in Wallet hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer aus Wallet\\\", \\\"Wallet verifizieren\\\", \\\"Wallet bearbeiten\\\", \\\"Wallet deaktivieren\\\"} <= set(wallet_detail[\\\"actions\\\"])\\n 133| assert TECHNICAL_FIELDS.isdisjoint(wallet_detail)\\n 134|\\n 135|\\n 136|def test_alert_cards_are_readable_and_do_not_expose_rule_ids() -> None:\\n 137| conn = setup_demo_conn()\\n 138| cards = dashboard_data.get_alert_cards(conn, limit=5)\\n 139| summary = dashboard_data.get_alert_summary_cards(conn)\\n 140| assert {\\\"kritisch\\\", \\\"wichtig\\\", \\\"info\\\"} <= set(summary)\\n 141| assert cards\\n 142| assert {\\\"title\\\", \\\"description\\\", \\\"affected\\\", \\\"severity\\\", \\\"actions\\\"} <= set(cards[0])\\n 143| assert TECHNICAL_FIELDS.isdisjoint(cards[0])\\n 144| assert not cards[0][\\\"title\\\"].startswith(\\\"missing_\\\")\\n 145|\\n 146|\\n 147|def test_crypto_manage_renders_action_cards_not_all_forms_by_default() -> None:\\n 148| conn = setup_multi_wallet_crypto_conn()\\n 149| st = FakeStreamlit()\\n 150| page_12_crypto_manage.render(st, conn)\\n 151| buttons = [args[0] for name, args, _kwargs in st.calls if name == \\\"button\\\" and args]\\n 152| text_inputs = [args[0] for name, args, _kwargs in st.calls if name == \\\"text_input\\\" and args]\\n 153| assert {\\\"Coin hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer zwischen Wallets\\\", \\\"Bestand entfernen / auf 0 setzen\\\", \\\"Neues Wallet\\\", \\\"Verlauf ansehen\\\"} <= set(buttons)\\n 154| assert len(text_inputs) <= 3\\n 155|\\n 156|\\n 157|def test_admin_mode_can_still_access_technical_fields() -> None:\\n 158| conn = setup_multi_wallet_crypto_conn()\\n 159| assert \\\"asset_id\\\" in dashboard_data.get_crypto_coin_summary(conn, admin_mode=True)[0]\\n 160| assert \\\"wallet_id\\\" in dashboard_data.get_wallet_user_overview(conn, admin_mode=True)[0]\\n 161|\", \"total_lines\": 160, \"file_size\": 8072, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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\\\"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|\", \"total_lines\": 505, \"file_size\": 22186, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 505 lines)\", \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 520| raise ValueError(\\\"unsupported equity transaction type\\\")\\n 521| trade_date = _require_date(trade_date)\\n 522| currency = _require_currency(currency)\\n 523| if transaction_type == \\\"manual_adjustment\\\":\\n 524| note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n 525| else:\\n 526| note = str(note or \\\"\\\").strip() or f\\\"manual {transaction_type}\\\"\\n 527| qty = parse_decimal_text(quantity_text, field_name=\\\"quantity\\\")\\n 528| gross = parse_decimal_text(gross_amount_original_text, field_name=\\\"gross amount\\\")\\n 529| fee = parse_decimal_text(fee_original_text, field_name=\\\"fee\\\")\\n 530| tax = parse_decimal_text(tax_original_text, field_name=\\\"tax\\\")\\n 531| if transaction_type in {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"initial_position_snapshot\\\"} and qty <= 0:\\n 532| raise ValueError(\\\"quantity must be > 0\\\")\\n 533| if transaction_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"}:\\n 534| qty = Decimal(\\\"0\\\")\\n 535| if transaction_type in {\\\"partial_sell\\\", \\\"full_sell\\\"}:\\n 536| current = calculate_positions(conn).positions.get((account_id, instrument_id))\\n 537| current_qty = current.quantity if current else Decimal(\\\"0\\\")\\n 538| if qty > current_qty:\\n 539| raise ValueError(\\\"sell would create negative position\\\")\\n 540| if transaction_type == \\\"full_sell\\\" and qty != current_qty:\\n 541| raise ValueError(\\\"full_sell quantity must match current position\\\")\\n 542| tx_id, warnings = _insert_transaction(\\n 543| conn,\\n 544| transaction_type=transaction_type,\\n 545| account_id=account_id,\\n 546| instrument_id=instrument_id,\\n 547| trade_date=trade_date,\\n 548| quantity=qty,\\n 549| gross=gross,\\n 550| fee=fee,\\n 551| tax=tax,\\n 552| currency=currency,\\n 553| fx_rate_to_chf_text=fx_rate_to_chf_text,\\n 554| fx_source=fx_source,\\n 555| fx_status=fx_status,\\n 556| note=note,\\n 557| )\\n 558| record_audit_event(\\n 559| conn,\\n 560| source=\\\"equity_manage\\\",\\n 561| action=f\\\"equity_{transaction_type}\\\",\\n 562| entity_type=\\\"transaction\\\",\\n 563| entity_id=tx_id,\\n 564| new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": transaction_type},\\n 565| user_text_note=note,\\n 566| confirmed=True,\\n 567| created_by=\\\"dashboard\\\",\\n 568| )\\n 569| conn.commit()\\n 570| return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n 571|\\n 572|\\n 573|def _ensure_instrument_from_catalog(conn: Connection, *, catalog_entry_id: str, note: str) -> str:\\n 574| row = conn.execute(\\\"SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?\\\", (catalog_entry_id,)).fetchone()\\n 575| if row is None:\\n 576| raise ValueError(\\\"catalog entry not found\\\")\\n 577| asset_class = \\\"etf\\\" if row[\\\"asset_class\\\"] == \\\"etf\\\" else \\\"stock\\\"\\n 578| currency = _require_currency(row[\\\"instrument_currency\\\"] or row[\\\"trading_currency\\\"] or \\\"CHF\\\")\\n 579| isin = (row[\\\"isin\\\"] or \\\"\\\").strip().upper()\\n 580| ticker = (row[\\\"ticker\\\"] or \\\"\\\").strip().upper()\\n 581| exchange = (row[\\\"exchange\\\"] or \\\"\\\").strip().upper()\\n 582| existing = None\\n 583| if isin:\\n 584| existing = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=? AND currency=?\\\", (isin, exchange, currency)).fetchone()\\n 585| if existing is None and ticker and exchange:\\n 586| existing = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE upper(ticker)=upper(?) AND COALESCE(exchange,'')=? AND currency=?\\\", (ticker, exchange, currency)).fetchone()\\n 587| if existing:\\n 588| instrument_id = existing[\\\"instrument_id\\\"]\\n 589| else:\\n 590| instrument_id = stable_id(\\\"instrument\\\", isin or ticker or row[\\\"name\\\"], exchange, currency)\\n 591| conn.execute(\\n 592| \\\"\\\"\\\"\\n 593| INSERT INTO instruments(\\n 594| instrument_id, asset_class, name, ticker, isin, exchange, currency,\\n 595| notes, is_currency_hedged, hedged_to_currency, hedge_status,\\n 596| trading_currency, instrument_status, valuation_policy, created_at\\n 597| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 598| \\\"\\\"\\\",\\n 599| (\\n 600| instrument_id, asset_class, row[\\\"name\\\"], ticker, isin, exchange, currency, note,\\n 601| (1 if row[\\\"is_currency_hedged\\\"] else 0), row[\\\"hedged_to_currency\\\"], row[\\\"hedge_status\\\"] or \\\"unknown\\\",\\n 602| row[\\\"trading_currency\\\"], row[\\\"instrument_status\\\"] or \\\"unknown\\\", row[\\\"valuation_policy\\\"] or \\\"live_price\\\", utc_now(),\\n 603| ),\\n 604| )\\n 605| if row[\\\"provider_symbol\\\"]:\\n 606| from jarvis_finance.market_data.mappings import confirm_instrument_price_mapping\\n 607| confirm_instrument_price_mapping(\\n 608| conn,\\n 609| instrument_id=instrument_id,\\n 610| provider=row[\\\"provider\\\"] or \\\"manual\\\",\\n 611| provider_symbol=row[\\\"provider_symbol\\\"],\\n 612| provider_market=row[\\\"provider_market\\\"] or exchange,\\n 613| confidence=row[\\\"source_confidence\\\"] or \\\"low\\\",\\n 614| note=note,\\n 615| exchange=exchange,\\n 616| currency=row[\\\"trading_currency\\\"] or currency,\\n 617| hedge_status=row[\\\"hedge_status\\\"] if row[\\\"hedge_status\\\"] != \\\"unknown\\\" else None,\\n 618| hedged_to_currency=row[\\\"hedged_to_currency\\\"],\\n 619| instrument_status=row[\\\"instrument_status\\\"] if row[\\\"instrument_status\\\"] != \\\"unknown\\\" else None,\\n 620| valuation_policy=row[\\\"valuation_policy\\\"],\\n 621| trading_currency=row[\\\"trading_currency\\\"] or currency,\\n 622| created_by=\\\"dashboard\\\",\\n 623| )\\n 624| else:\\n 625| 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 626| ensure_instrument_metadata_quality(conn, instrument_id=instrument_id)\\n 627| return instrument_id\\n 628|\\n 629|\\n 630|def add_manual_position_from_catalog(\\n 631| conn: Connection,\\n 632| *,\\n 633| catalog_entry_id: str,\\n 634| account_id: str,\\n 635| position_type: str,\\n 636| quantity_text: str,\\n 637| trade_date: str,\\n 638| currency: str,\\n 639| note: str,\\n 640| confirm: bool,\\n 641| cost_basis_original_text: str | None = None,\\n 642| fx_status: str = \\\"missing\\\",\\n 643| fx_rate_to_chf_text: str | None = None,\\n 644| fx_source: str | None = None,\\n 645|) -> EquityManageResult:\\n 646| _require_confirm(confirm)\\n 647| note = _require_note(note, reason=\\\"manual position add\\\")\\n 648| account_id = _require_account(conn, account_id)\\n 649| position_type = str(position_type or \\\"\\\").strip()\\n 650| if position_type == \\\"initial_snapshot\\\":\\n 651| transaction_type = \\\"initial_position_snapshot\\\"\\n 652| elif position_type in {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"dividend\\\", \\\"etf_distribution\\\", \\\"manual_adjustment\\\"}:\\n 653| transaction_type = position_type\\n 654| else:\\n 655| raise ValueError(\\\"position_type must be initial_snapshot, buy, partial_sell, full_sell, dividend, etf_distribution or manual_adjustment\\\")\\n 656| if fx_status not in VALID_FX_STATUSES:\\n 657| raise ValueError(\\\"invalid fx_status\\\")\\n 658| currency = _require_currency(currency)\\n 659| trade_date = _require_date(trade_date)\\n 660| qty = parse_decimal_text(quantity_text or \\\"0\\\", field_name=\\\"quantity\\\")\\n 661| if transaction_type in {\\\"initial_position_snapshot\\\", \\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"manual_adjustment\\\"} and qty <= 0:\\n 662| raise ValueError(\\\"quantity must be > 0\\\")\\n 663| if transaction_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"}:\\n 664| qty = Decimal(\\\"0\\\")\\n 665| warnings: list[str] = []\\n 666| if cost_basis_original_text in {None, \\\"\\\"}:\\n 667| gross = Decimal(\\\"0\\\")\\n 668| warnings.append(\\\"cost_basis_uncertain\\\")\\n 669| else:\\n 670| gross = parse_decimal_text(str(cost_basis_original_text), field_name=\\\"cost basis\\\")\\n 671| instrument_id = _ensure_instrument_from_catalog(conn, catalog_entry_id=catalog_entry_id, note=note)\\n 672| if transaction_type == \\\"initial_position_snapshot\\\":\\n 673| existing_position = calculate_positions(conn).positions.get((account_id, instrument_id))\\n 674| if existing_position and existing_position.quantity != 0:\\n 675| raise ValueError(\\\"initial snapshot would overwrite an existing position; use manual_adjustment\\\")\\n 676| if transaction_type in {\\\"partial_sell\\\", \\\"full_sell\\\"}:\\n 677| current = calculate_positions(conn).positions.get((account_id, instrument_id))\\n 678| current_qty = current.quantity if current else Decimal(\\\"0\\\")\\n 679| if qty > current_qty:\\n 680| raise ValueError(\\\"sell would create negative position\\\")\\n 681| if transaction_type == \\\"full_sell\\\" and qty != current_qty:\\n 682| raise ValueError(\\\"full_sell quantity must match current position\\\")\\n 683| tx_id, tx_warnings = _insert_transaction(\\n 684| conn,\\n 685| transaction_type=transaction_type,\\n 686| account_id=account_id,\\n 687| instrument_id=instrument_id,\\n 688| trade_date=trade_date,\\n 689| quantity=qty,\\n 690| gross=gross,\\n 691| fee=Decimal(\\\"0\\\"),\\n 692| tax=Decimal(\\\"0\\\"),\\n 693| currency=currency,\\n 694| fx_rate_to_chf_text=fx_rate_to_chf_text,\\n 695| fx_source=fx_source,\\n 696| fx_status=\\\"ok\\\" if currency == \\\"CHF\\\" and fx_status == \\\"not_needed\\\" else fx_status,\\n 697| note=note,\\n 698| )\\n 699| warnings.extend(tx_warnings)\\n 700| if \\\"cost_basis_uncertain\\\" in warnings:\\n 701| 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 702| 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 703| record_audit_event(\\n 704| conn,\\n 705| source=\\\"instrument_search_add_position\\\",\\n 706| action=\\\"manual_position_add\\\",\\n 707| entity_type=\\\"transaction\\\",\\n 708| entity_id=tx_id,\\n 709| new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": transaction_type, \\\"catalog_entry_id\\\": catalog_entry_id},\\n 710| user_text_note=note,\\n 711| confirmed=True,\\n 712| created_by=\\\"dashboard\\\",\\n 713| )\\n 714| conn.commit()\\n 715| return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n 716|\\n 717|\\n 718|def create_manual_catalog_entry(\\n 719| conn: Connection,\\n 720| *,\\n 721| asset_class: str,\\n 722| name: str,\\n 723| currency: str,\\n 724| isin: str = \\\"\\\",\\n 725| ticker: str = \\\"\\\",\\n 726| exchange: str = \\\"\\\",\\n 727| provider: str = \\\"manual\\\",\\n 728| provider_symbol: str = \\\"\\\",\\n 729| hedge_status: str = \\\"unknown\\\",\\n 730| instrument_status: str = \\\"unknown\\\",\\n 731| valuation_policy: str = \\\"live_price\\\",\\n 732| note: str = \\\"\\\",\\n 733|) -> str:\\n 734| note = _require_note(note, reason=\\\"manual catalog entry\\\")\\n 735| return upsert_catalog_entry(\\n 736| conn,\\n 737| CatalogEntryInput(\\n 738| asset_class=\\\"etf\\\" if asset_class.lower() == \\\"etf\\\" else \\\"equity\\\",\\n 739| name=name,\\n 740|\", \"total_lines\": 780, \"file_size\": 33558, \"truncated\": true, \"hint\": \"Use offset=740 to continue reading (showing 520-739 of 780 lines)\", \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 740| isin=isin,\\n 741| ticker=ticker,\\n 742| exchange=exchange,\\n 743| trading_currency=currency,\\n 744| instrument_currency=currency,\\n 745| provider=provider or \\\"manual\\\",\\n 746| provider_symbol=provider_symbol or None,\\n 747| provider_market=exchange or None,\\n 748| hedge_status=hedge_status,\\n 749| instrument_status=instrument_status,\\n 750| valuation_policy=valuation_policy,\\n 751| source=\\\"manual\\\",\\n 752| source_confidence=\\\"medium\\\" if isin and exchange else \\\"low\\\",\\n 753| ),\\n 754| note=note,\\n 755| created_by=\\\"dashboard\\\",\\n 756| )\\n 757|\\n 758|\\n 759|def get_equity_management_options(conn: Connection) -> dict[str, list[dict[str, str]]]:\\n 760| accounts = [\\n 761| {\\n 762| \\\"account_id\\\": row[\\\"account_id\\\"],\\n 763| \\\"account_name\\\": row[\\\"account_name\\\"],\\n 764| \\\"platform_name\\\": row[\\\"platform_name\\\"],\\n 765| \\\"currency\\\": row[\\\"currency\\\"],\\n 766| }\\n 767| for row in conn.execute(\\n 768| \\\"\\\"\\\"\\n 769| SELECT a.account_id, a.account_name, p.name AS platform_name, a.currency\\n 770| FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n 771| WHERE a.is_active=1\\n 772| ORDER BY p.name, a.account_name\\n 773| \\\"\\\"\\\"\\n 774| ).fetchall()\\n 775| ]\\n 776| instruments = [\\n 777| {\\\"instrument_id\\\": row[\\\"instrument_id\\\"], \\\"name\\\": row[\\\"name\\\"], \\\"isin\\\": row[\\\"isin\\\"] or \\\"\\\", \\\"ticker\\\": row[\\\"ticker\\\"] or \\\"\\\", \\\"currency\\\": row[\\\"currency\\\"]}\\n 778| for row in conn.execute(\\\"SELECT instrument_id, name, isin, ticker, currency FROM instruments WHERE is_active=1 ORDER BY name\\\").fetchall()\\n 779| ]\\n 780| return {\\\"accounts\\\": accounts, \\\"instruments\\\": instruments}\\n 781|\", \"total_lines\": 780, \"file_size\": 33558, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\\n@@ -127,15 +127,29 @@\\n def _get_json(self, url: str, *, headers: dict[str, str] | None = None) -> object:\\n self._throttle()\\n req = request.Request(url, headers=headers or {})\\n- with request.urlopen(req, timeout=self.timeout_seconds) as response: # noqa: S310 - explicit user-triggered provider lookup\\n- return json.loads(response.read().decode(\\\"utf-8\\\"))\\n+ try:\\n+ with request.urlopen(req, timeout=self.timeout_seconds) as response: # noqa: S310 - explicit user-triggered provider lookup\\n+ return json.loads(response.read().decode(\\\"utf-8\\\"))\\n+ except error.HTTPError as exc:\\n+ if exc.code == 429:\\n+ raise LookupUnavailable(f\\\"{self.name}_rate_limited\\\") from exc\\n+ raise LookupUnavailable(f\\\"{self.name}_http_error\\\") from exc\\n+ except error.URLError as exc:\\n+ raise LookupUnavailable(f\\\"{self.name}_network_error\\\") from exc\\n \\n def _post_json(self, url: str, payload: object, *, headers: dict[str, str] | None = None) -> object:\\n self._throttle()\\n data = json.dumps(payload).encode(\\\"utf-8\\\")\\n req = request.Request(url, data=data, headers={\\\"Content-Type\\\": \\\"application/json\\\", **(headers or {})})\\n- with request.urlopen(req, timeout=self.timeout_seconds) as response: # noqa: S310 - explicit user-triggered provider lookup\\n- return json.loads(response.read().decode(\\\"utf-8\\\"))\\n+ try:\\n+ with request.urlopen(req, timeout=self.timeout_seconds) as response: # noqa: S310 - explicit user-triggered provider lookup\\n+ return json.loads(response.read().decode(\\\"utf-8\\\"))\\n+ except error.HTTPError as exc:\\n+ if exc.code == 429:\\n+ raise LookupUnavailable(f\\\"{self.name}_rate_limited\\\") from exc\\n+ raise LookupUnavailable(f\\\"{self.name}_http_error\\\") from exc\\n+ except error.URLError as exc:\\n+ raise LookupUnavailable(f\\\"{self.name}_network_error\\\") from exc\\n \\n \\n class OpenFigiLookupProvider(_HttpJsonLookupProvider):\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/catalog.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from pathlib import Path\\n 4|\\n 5|from jarvis_finance.dashboard import data as dashboard_data\\n 6|from jarvis_finance.dashboard import main as dashboard_main\\n 7|from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\n 8|from jarvis_finance.dashboard.views import page_17_position_add\\n 9|from jarvis_finance.storage.database import connect_memory\\n 10|from jarvis_finance.storage.migrations import apply_migrations\\n 11|from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn, TECHNICAL_FIELDS\\n 12|\\n 13|\\n 14|def _visible_text(st: FakeStreamlit) -> str:\\n 15| parts: list[str] = []\\n 16| for _name, args, kwargs in st.calls:\\n 17| parts.extend(str(arg) for arg in args)\\n 18| parts.extend(str(value) for value in kwargs.values())\\n 19| return \\\"\\\\n\\\".join(parts)\\n 20|\\n 21|\\n 22|def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:\\n 23| assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n 24| assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n 25| assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\\n 26| assert sorted(Path(\\\"src/jarvis_finance/dashboard/pages\\\").glob(\\\"[0-9][0-9]_*.py\\\")) == []\\n 27|\\n 28|\\n 29|def test_position_add_page_is_visible_wizard_and_does_not_call_provider_on_render() -> None:\\n 30| conn = connect_memory()\\n 31| apply_migrations(conn)\\n 32| st = FakeStreamlit()\\n 33| page_17_position_add.render(st, conn)\\n 34| text = _visible_text(st)\\n 35| assert \\\"Position hinzufügen\\\" in text\\n 36| assert \\\"1. Assetklasse wählen\\\" in text\\n 37| assert \\\"2. Instrument suchen\\\" in text\\n 38| assert \\\"Suchen\\\" in text\\n 39| assert \\\"Manuell anlegen\\\" in text\\n 40| assert \\\"Position speichern\\\" in text\\n 41|\", \"total_lines\": 134, \"file_size\": 6531, \"truncated\": true, \"hint\": \"Use offset=41 to continue reading (showing 1-40 of 134 lines)\", \"is_binary\": false, \"is_image\": false}",
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"id": "rs_09516b48ea7a6ed6016a079b336bf881918d396766471497ed",
"summary": [
{
"type": "summary_text",
"text": "**Clarifying functionality requirements**\n\nI'm thinking about setting the dividend quantity to 0, but I'm not entirely sure how to handle an empty input. It seems I should parse the quantity as \"0\" for dividends. I'm also questioning if the gross equals the cost basis; perhaps the cost basis should reflect the amount instead.\n\nThere are various buttons and labels I need to address, such as adding \"Link/Hinweis\" and ensuring that the \"Lokal suchen\" button isn't misleading. I'll need to include provider statuses, avoid unnecessary API calls while rendering, and focus on local test examples. It feels like I need to rewrite the page to clarify these functions."
}
]
}
],
"tool_calls": [
{
"id": "call_xApTbK3nklQcrPHFXq8CSziJ",
"call_id": "call_xApTbK3nklQcrPHFXq8CSziJ",
"response_item_id": "fc_09516b48ea7a6ed6016a079b3db1788191b595462d7823a025",
"type": "function",
"function": {
"name": "write_file",
"arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_17_position_add.py\",\"content\":\"from __future__ import annotations\\n\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.equity.manage import (\\n add_manual_position_from_catalog,\\n create_manual_catalog_entry,\\n ensure_standard_broker_accounts,\\n get_equity_management_options,\\n search_instrument_candidates,\\n)\\nfrom jarvis_finance.market_data.catalog import instrument_provider_statuses\\n\\nPAGE_TITLE = \\\"Position hinzufügen\\\"\\nSECRET_ENV_PATH = \\\"~/jarvis_runtime/finance-system/secrets/.env\\\"\\nSUPPORTED_PROVIDER_KEYS = \\\"OPENFIGI_API_KEY, JARVIS_OPENFIGI_API_KEY, FINNHUB_API_KEY, JARVIS_FINNHUB_API_KEY, FMP_API_KEY, JARVIS_FMP_API_KEY\\\"\\n\\n\\ndef _account_label(row: dict) -> str:\\n return f\\\"{row['platform_name']} · {row['account_name']} · {row['currency']}\\\"\\n\\n\\ndef _selected(rows: list[dict], label: str | None, labeler) -> dict | None:\\n if not label:\\n return None\\n for row in rows:\\n if labeler(row) == label:\\n return row\\n return None\\n\\n\\ndef _asset_label(value: str) -> str:\\n return \\\"Aktie\\\" if value == \\\"stock\\\" else \\\"ETF\\\" if value == \\\"etf\\\" else value\\n\\n\\ndef _search_rows(results: list[dict]) -> list[dict[str, str]]:\\n return [\\n {\\n \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n \\\"Exchange\\\": r.get(\\\"exchange\\\", \\\"\\\"),\\n \\\"Währung\\\": r.get(\\\"currency\\\", \\\"\\\"),\\n \\\"Assetklasse\\\": _asset_label(r.get(\\\"asset_class\\\", \\\"\\\")),\\n \\\"Land\\\": r.get(\\\"country\\\", \\\"\\\"),\\n \\\"Datenquelle\\\": r.get(\\\"data_source\\\", \\\"\\\"),\\n \\\"Status\\\": r.get(\\\"trust_status\\\", r.get(\\\"mapping_status\\\", \\\"Manuell prüfen\\\")),\\n }\\n for r in results\\n ]\\n\\n\\ndef _quality_warnings(*, selected: dict | None, quantity: str, account_label: str | None, cost_basis: str, currency: str, fx_status: str, fx_rate: str, note: str, transaction_type: str) -> list[str]:\\n warnings: list[str] = []\\n if not selected:\\n warnings.append(\\\"Instrument noch nicht ausgewählt\\\")\\n if not account_label:\\n warnings.append(\\\"Depot/Konto fehlt\\\")\\n if not str(quantity or \\\"\\\").strip() and transaction_type not in {\\\"Dividende / Ausschüttung\\\"}:\\n warnings.append(\\\"Menge fehlt\\\")\\n if not str(cost_basis or \\\"\\\").strip():\\n warnings.append(\\\"cost_basis_uncertain: Einstand/Cost Basis fehlt; Performance bleibt unvollständig\\\")\\n if currency in {\\\"USD\\\", \\\"EUR\\\"} and not str(fx_rate or \\\"\\\").strip() and fx_status not in {\\\"missing\\\", \\\"manual_override_required\\\"}:\\n warnings.append(\\\"FX fehlt: Fremdwährung braucht FX-Kurs oder Status 'missing'\\\")\\n if transaction_type in {\\\"Manuelle Korrektur\\\"} and not str(note or \\\"\\\").strip():\\n warnings.append(\\\"Notiz fehlt für manuelle Korrektur\\\")\\n if selected and selected.get(\\\"trust_status\\\") in {\\\"Unsicher\\\", \\\"Manuell prüfen\\\"}:\\n warnings.append(\\\"Treffer ist prüfpflichtig; Auswahl bewusst bestätigen\\\")\\n return warnings\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Position hinzufügen\\\")\\n st.caption(\\\"Geführter User-Mode-Wizard für manuelle Aktien-/ETF-Erfassung. Kein DOCX-Import, keine Live-API beim normalen Laden.\\\")\\n st.info(\\\"Hauptpfad: Assetklasse wählen → lokal/online suchen → Treffer bewusst auswählen → Position erfassen → Review → bestätigen.\\\")\\n\\n ensure_standard_broker_accounts(conn)\\n options = get_equity_management_options(conn)\\n account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n\\n st.subheader(\\\"Provider-Status\\\")\\n show_table(st, instrument_provider_statuses())\\n st.caption(f\\\"API-Keys lokal ablegen unter: {SECRET_ENV_PATH}\\\")\\n st.caption(f\\\"Unterstützte Variablen: {SUPPORTED_PROVIDER_KEYS}\\\")\\n st.caption(\\\"Keys werden nicht ins Repo geschrieben, nicht geloggt und nicht im Dashboard angezeigt.\\\")\\n\\n st.subheader(\\\"1. Assetklasse wählen\\\")\\n asset_choice = st.selectbox(\\\"Assetklasse\\\", [\\\"Aktie\\\", \\\"ETF\\\", \\\"Crypto\\\", \\\"Cash\\\"], key=\\\"position_add_asset_choice\\\")\\n if asset_choice in {\\\"Crypto\\\", \\\"Cash\\\"}:\\n st.warning(\\\"Für Crypto/Cash bitte vorerst die bestehenden Crypto-/Wallet-Funktionen nutzen. Dieser Sprint macht Aktie und ETF vollständig nutzbar.\\\")\\n return\\n asset_class = \\\"stock\\\" if asset_choice == \\\"Aktie\\\" else \\\"etf\\\"\\n\\n st.subheader(\\\"2. Instrument suchen\\\")\\n query = st.text_input(\\\"ISIN, Name oder Ticker\\\", key=\\\"position_add_query\\\")\\n currency_filter = st.selectbox(\\\"Währung optional\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_currency\\\")\\n exchange_filter = st.text_input(\\\"Börse/Exchange optional\\\", key=\\\"position_add_exchange\\\")\\n country_filter = st.text_input(\\\"Land optional\\\", key=\\\"position_add_country\\\")\\n provider_filter = st.text_input(\\\"Provider optional\\\", key=\\\"position_add_provider\\\")\\n c1, c2, c3 = st.columns(3)\\n if c1.button(\\\"Lokal suchen\\\", key=\\\"position_add_local_search\\\"):\\n st.session_state[\\\"position_add_search_results\\\"] = search_instrument_candidates(\\n conn,\\n query=query,\\n asset_class=asset_class,\\n exchange=exchange_filter or None,\\n currency=currency_filter or None,\\n country=country_filter or None,\\n provider=provider_filter or None,\\n include_external=False,\\n )\\n st.session_state.pop(\\\"position_add_selected_index\\\", None)\\n if c2.button(\\\"Online suchen\\\", key=\\\"position_add_online_search\\\"):\\n st.session_state[\\\"position_add_search_results\\\"] = search_instrument_candidates(\\n conn,\\n query=query,\\n asset_class=asset_class,\\n exchange=exchange_filter or None,\\n currency=currency_filter or None,\\n country=country_filter or None,\\n provider=provider_filter or None,\\n include_external=True,\\n )\\n st.session_state.pop(\\\"position_add_selected_index\\\", None)\\n c3.caption(\\\"Online-Suche läuft nur bei Klick. Fehlende Keys erzeugen Hinweis, keinen Crash.\\\")\\n\\n search_state = st.session_state.get(\\\"position_add_search_results\\\", {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True, \\\"provider_lookup_attempted\\\": False})\\n warnings = [str(w) for w in search_state.get(\\\"warnings\\\", [])]\\n if warnings:\\n st.warning(\\\"; \\\".join(warnings))\\n results = list(search_state.get(\\\"results\\\", []))\\n show_table(st, _search_rows(results), empty_message=\\\"Noch keine Suche ausgeführt oder kein Treffer. Nutze 'Lokal suchen', 'Online suchen' oder 'Manuell anlegen'.\\\")\\n\\n st.subheader(\\\"3. Instrument auswählen\\\")\\n selected = None\\n labels = [f\\\"{i + 1}. {r.get('name')} | {r.get('isin') or 'ISIN fehlt'} | {r.get('ticker') or 'Ticker fehlt'} | {r.get('exchange') or 'Exchange fehlt'} | {r.get('currency') or 'Währung fehlt'} | {r.get('trust_status', 'Manuell prüfen')}\\\" for i, r in enumerate(results)]\\n if labels:\\n chosen = st.selectbox(\\\"Treffer auswählen\\\", labels, key=\\\"position_add_selected_label\\\")\\n chosen_index = int(chosen.split('.', 1)[0]) - 1 if chosen else 0\\n if st.button(\\\"Auswählen\\\", key=\\\"position_add_select_result\\\"):\\n st.session_state[\\\"position_add_selected_index\\\"] = chosen_index\\n selected_index = st.session_state.get(\\\"position_add_selected_index\\\", chosen_index)\\n if 0 <= int(selected_index) < len(results):\\n selected = results[int(selected_index)]\\n st.success(\\\"Instrument ausgewählt. Ticker allein wird nie automatisch übernommen; die Auswahl bleibt bewusst.\\\")\\n show_table(st, [_search_rows([selected])[0]])\\n else:\\n st.info(\\\"Noch kein Instrument ausgewählt.\\\")\\n\\n with st.expander(\\\"Manuell anlegen\\\"):\\n manual_name = st.text_input(\\\"Name\\\", key=\\\"position_add_manual_name\\\")\\n manual_isin = st.text_input(\\\"ISIN stark empfohlen\\\", key=\\\"position_add_manual_isin\\\")\\n manual_ticker = st.text_input(\\\"Ticker\\\", key=\\\"position_add_manual_ticker\\\")\\n manual_exchange = st.text_input(\\\"Exchange\\\", key=\\\"position_add_manual_exchange\\\")\\n manual_currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_manual_currency\\\")\\n manual_note = st.text_area(\\\"Notiz / Quelle\\\", key=\\\"position_add_manual_note\\\")\\n st.warning(\\\"Manuelle Anlage ohne ISIN bleibt prüfpflichtig. ISIN und Ticker dürfen nicht beide leer sein.\\\")\\n if st.button(\\\"Manuell anlegen\\\", key=\\\"position_add_manual_save\\\"):\\n try:\\n if not manual_isin and not manual_ticker:\\n raise ValueError(\\\"ISIN oder Ticker ist erforderlich\\\")\\n create_manual_catalog_entry(conn, asset_class=asset_class, name=manual_name, currency=manual_currency, isin=manual_isin, ticker=manual_ticker, exchange=manual_exchange, note=manual_note)\\n st.success(\\\"Instrument lokal gespeichert. Jetzt lokal suchen und bewusst auswählen.\\\")\\n except Exception as exc:\\n st.error(f\\\"Manuelle Anlage abgelehnt: {exc}\\\")\\n\\n st.subheader(\\\"4. Position erfassen\\\")\\n account_label = st.selectbox(\\\"Plattform/Depot\\\", account_labels, key=\\\"position_add_account\\\") if account_labels else None\\n transaction_type = st.selectbox(\\\"Transaktionstyp\\\", [\\\"Initial Snapshot\\\", \\\"Kauf\\\", \\\"Dividende / Ausschüttung\\\", \\\"Manuelle Korrektur\\\"], key=\\\"position_add_tx_type\\\")\\n tx_map = {\\\"Initial Snapshot\\\": \\\"initial_snapshot\\\", \\\"Kauf\\\": \\\"buy\\\", \\\"Dividende / Ausschüttung\\\": \\\"dividend\\\", \\\"Manuelle Korrektur\\\": \\\"manual_adjustment\\\"}\\n quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"position_add_quantity\\\")\\n trade_date = st.date_input(\\\"Snapshot-/Buchungsdatum\\\", key=\\\"position_add_date\\\")\\n default_currency = selected.get(\\\"currency\\\") if selected else \\\"CHF\\\"\\n currencies = [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"]\\n currency = st.selectbox(\\\"Originalwährung\\\", currencies, index=currencies.index(default_currency) if default_currency in currencies else 0, key=\\\"position_add_pos_currency\\\")\\n cost_basis = st.text_input(\\\"Einstand / Cost Basis optional\\\", key=\\\"position_add_cost_basis\\\")\\n fees = st.text_input(\\\"Gebühren optional\\\", key=\\\"position_add_fees\\\")\\n fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"not_needed\\\", \\\"ok\\\", \\\"missing\\\", \\\"manual_override\\\", \\\"manual_override_required\\\"], key=\\\"position_add_fx_status\\\")\\n fx_rate = st.text_input(\\\"FX-Kurs zu CHF optional\\\", key=\\\"position_add_fx_rate\\\")\\n fx_source = st.text_input(\\\"FX-Quelle optional\\\", key=\\\"position_add_fx_source\\\")\\n category = st.selectbox(\\\"Kategorie\\\", [\\\"Core\\\", \\\"Opportunity\\\", \\\"Unknown\\\"], key=\\\"position_add_category\\\")\\n note = st.text_area(\\\"Notiz — Pflicht bei manueller Korrektur oder unvollständiger Historie\\\", key=\\\"position_add_note\\\")\\n\\n st.subheader(\\\"5. Review\\\")\\n missing = _quality_warnings(selected=selected, quantity=quantity, account_label=account_label, cost_basis=cost_basis, currency=currency, fx_status=fx_status, fx_rate=fx_rate, note=note, transaction_type=transaction_type)\\n review = {\\n \\\"Was wird gespeichert?\\\": transaction_type,\\n \\\"Instrument\\\": selected.get(\\\"name\\\") if selected else \\\"noch nicht ausgewählt\\\",\\n \\\"ISIN\\\": selected.get(\\\"isin\\\") if selected else \\\"\\\",\\n \\\"Ticker\\\": selected.get(\\\"ticker\\\") if selected else \\\"\\\",\\n \\\"Exchange\\\": selected.get(\\\"exchange\\\") if selected else \\\"\\\",\\n \\\"Datenquelle\\\": selected.get(\\\"data_source\\\") if selected else \\\"\\\",\\n \\\"Depot\\\": account_label or \\\"fehlt\\\",\\n \\\"Menge\\\": quantity or \\\"fehlt\\\",\\n \\\"Datum\\\": str(trade_date),\\n \\\"Kategorie\\\": category,\\n \\\"Cost Basis\\\": \\\"erfasst\\\" if cost_basis else \\\"fehlt/ungewiss\\\",\\n \\\"Gebühren\\\": \\\"notiert\\\" if fees else \\\"keine/fehlt\\\",\\n \\\"FX\\\": fx_status,\\n \\\"Datenqualitätswarnungen\\\": \\\"; \\\".join(missing) if missing else \\\"keine\\\",\\n }\\n st.write(review)\\n if missing:\\n st.warning(\\\"Review-Hinweise: \\\" + \\\"; \\\".join(missing))\\n confirmed = st.checkbox(\\\"Ich bestätige diese Buchung.\\\", key=\\\"position_add_confirm\\\")\\n\\n st.subheader(\\\"6. Speichern\\\")\\n selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n if st.button(\\\"Position speichern\\\", key=\\\"position_add_save\\\", type=\\\"primary\\\"):\\n try:\\n if not selected or not selected.get(\\\"catalog_entry_id\\\"):\\n raise ValueError(\\\"Instrument muss vor Speicherung ausgewählt werden\\\")\\n if not selected_account:\\n raise ValueError(\\\"Depot/Konto ist erforderlich\\\")\\n final_note = note if not fees else f\\\"{note}\\\\nGebühren notiert: {fees}\\\".strip()\\n result = add_manual_position_from_catalog(\\n conn,\\n catalog_entry_id=selected[\\\"catalog_entry_id\\\"],\\n account_id=selected_account[\\\"account_id\\\"],\\n position_type=tx_map[transaction_type],\\n quantity_text=quantity,\\n trade_date=str(trade_date),\\n currency=currency,\\n cost_basis_original_text=cost_basis or None,\\n fx_status=fx_status,\\n fx_rate_to_chf_text=fx_rate or None,\\n fx_source=fx_source or None,\\n note=final_note,\\n category=category,\\n confirm=bool(confirmed),\\n )\\n st.success(\\\"Position gespeichert: Ledger-Ereignis und Audit-Log wurden erzeugt.\\\")\\n st.info(\\\"Position in Aktien & ETFs anzeigen: öffne im User Mode die Seite 'Aktien & ETFs'.\\\")\\n if result.warnings:\\n st.warning(\\\"Datenqualität: \\\" + \\\"; \\\".join(result.warnings))\\n except Exception as exc:\\n st.error(f\\\"Speicherung abgelehnt: {exc}\\\")\\n\"}"
}
}
]
},
{
"role": "tool",
"name": "write_file",
"content": "{\"bytes_written\": 13380, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n\\nERROR [228:17] No parameter named \\\"category\\\" [reportCallIssue] (Pyright)\\n\"}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" fx_rate_to_chf_text: str | None = None,\\n fx_source: str | None = None,\\n category: str = \\\"Unknown\\\",\\n) -> EquityManageResult:\",\"old_string\":\" fx_rate_to_chf_text: str | None = None,\\n fx_source: str | None = None,\\n) -> EquityManageResult:\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" if fx_status not in VALID_FX_STATUSES:\\n raise ValueError(\\\"invalid fx_status\\\")\\n if category not in VALID_CATEGORIES:\\n raise ValueError(\\\"category must be Core, Opportunity or Unknown\\\")\\n currency = _require_currency(currency)\",\"old_string\":\" if fx_status not in VALID_FX_STATUSES:\\n raise ValueError(\\\"invalid fx_status\\\")\\n currency = _require_currency(currency)\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" instrument_id = _ensure_instrument_from_catalog(conn, catalog_entry_id=catalog_entry_id, note=note)\\n conn.execute(\\\"UPDATE instruments SET position_category=?, updated_at=? WHERE instrument_id=?\\\", (category, utc_now(), instrument_id))\\n if transaction_type == \\\"initial_position_snapshot\\\":\",\"old_string\":\" instrument_id = _ensure_instrument_from_catalog(conn, catalog_entry_id=catalog_entry_id, note=note)\\n if transaction_type == \\\"initial_position_snapshot\\\":\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"
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"arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom jarvis_finance.dashboard.components.tables import show_table\\nfrom jarvis_finance.dashboard import data\\n\\nPAGE_TITLE = \\\"Equities/ETFs\\\"\\n\\n\\ndef _go_to_add_position(st) -> None:\\n if hasattr(st, \\\"session_state\\\"):\\n st.session_state[\\\"jarvis_requested_page\\\"] = \\\"Position hinzufügen\\\"\\n\\n\\ndef _position_status(row: dict) -> str:\\n problems = []\\n if not row.get(\\\"market_value_chf\\\"):\\n problems.append(\\\"ohne Preis\\\")\\n if not row.get(\\\"total_cost_chf\\\") and not row.get(\\\"total_return_chf\\\"):\\n problems.append(\\\"Einstand unvollständig\\\")\\n if row.get(\\\"provider_symbol_status\\\") not in {\\\"mapped\\\", \\\"\\\", None}:\\n problems.append(\\\"Mapping prüfen\\\")\\n return \\\"; \\\".join(problems) if problems else \\\"ok\\\"\\n\\n\\ndef _safe_market_value(row: dict) -> str:\\n value = row.get(\\\"market_value_chf\\\")\\n return value if value not in {None, \\\"\\\"} else \\\"nicht bewertet\\\"\\n\\n\\ndef _equity_rows(conn) -> list[dict]:\\n return [r for r in data.get_positions(conn) if str(r.get(\\\"asset_class\\\", \\\"\\\")).lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}]\\n\\n\\ndef render(st, conn) -> None:\\n st.title(\\\"Aktien & ETFs\\\")\\n st.caption(\\\"User Mode für manuell erfasste Aktien-/ETF-Positionen. Keine DOCX-Übernahme und keine versteckten Admin-Schritte.\\\")\\n rows = _equity_rows(conn)\\n\\n if not rows:\\n st.info(\\\"Noch keine Aktien oder ETFs erfasst.\\\")\\n if st.button(\\\"Aktie/ETF hinzufügen\\\", key=\\\"equity_empty_add_position\\\"):\\n _go_to_add_position(st)\\n st.success(\\\"Öffne im User Mode die Seite 'Position hinzufügen'.\\\")\\n return\\n\\n total_positions = len(rows)\\n missing_price = sum(1 for r in rows if not r.get(\\\"market_value_chf\\\"))\\n incomplete_cost = sum(1 for r in rows if not r.get(\\\"total_cost_chf\\\") and not r.get(\\\"total_return_chf\\\"))\\n latest_price_update = max((str(r.get(\\\"price_date\\\") or \\\"\\\") for r in rows), default=\\\"\\\") or \\\"kein Preisupdate\\\"\\n\\n c1, c2, c3, c4, c5 = st.columns(5)\\n c1.metric(\\\"Gesamtwert Aktien/ETFs\\\", \\\"nicht bewertet\\\" if missing_price else data.chf_text(sum((data.Decimal(str(r.get(\\\"market_value_chf\\\") or \\\"0\\\")) for r in rows), data.Decimal(\\\"0\\\"))))\\n c2.metric(\\\"Anzahl Positionen\\\", str(total_positions))\\n c3.metric(\\\"Positionen ohne Preis\\\", str(missing_price))\\n c4.metric(\\\"Einstand unvollständig\\\", str(incomplete_cost))\\n c5.metric(\\\"Letztes Preisupdate\\\", latest_price_update)\\n\\n table_rows = []\\n for r in rows:\\n table_rows.append(\\n {\\n \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n \\\"Depot\\\": r.get(\\\"account_name\\\", \\\"\\\"),\\n \\\"Menge\\\": r.get(\\\"quantity\\\", \\\"\\\"),\\n \\\"Marktwert CHF\\\": _safe_market_value(r),\\n \\\"Status\\\": _position_status(r),\\n \\\"Aktionen\\\": \\\"Details verfügbar; Kaufen/Verkaufen/Dividende/Korrigieren/Verlauf in Vorbereitung\\\",\\n }\\n )\\n show_table(st, table_rows)\\n\\n st.subheader(\\\"Aktionen\\\")\\n st.caption(\\\"Noch nicht vollständig implementierte Aktionen sind bewusst deaktiviert — keine Fake-Buttons.\\\")\\n if st.button(\\\"Aktie/ETF hinzufügen\\\", key=\\\"equity_add_position\\\"):\\n _go_to_add_position(st)\\n st.success(\\\"Öffne im User Mode die Seite 'Position hinzufügen'.\\\")\\n a1, a2, a3, a4, a5 = st.columns(5)\\n a1.button(\\\"Details\\\", key=\\\"equity_action_details\\\", disabled=True)\\n a2.button(\\\"Kaufen\\\", key=\\\"equity_action_buy\\\", disabled=True)\\n a3.button(\\\"Verkaufen\\\", key=\\\"equity_action_sell\\\", disabled=True)\\n a4.button(\\\"Dividende/Ausschüttung\\\", key=\\\"equity_action_dividend\\\", disabled=True)\\n a5.button(\\\"Korrigieren / Verlauf\\\", key=\\\"equity_action_adjust_history\\\", disabled=True)\\n st.info(\\\"Diese Aktionen werden später einzeln auditierbar freigeschaltet.\\\")\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" value = row.get(\\\"market_value_chf\\\")\\n return str(value) if value not in {None, \\\"\\\"} else \\\"nicht bewertet\\\"\",\"old_string\":\" value = row.get(\\\"market_value_chf\\\")\\n return value if value not in {None, \\\"\\\"} else \\\"nicht bewertet\\\"\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\"}"
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"arguments": "{\"mode\":\"replace\",\"new_string\":\" c1.metric(\\\"Gesamtwert Aktien/ETFs\\\", \\\"nicht bewertet\\\" if missing_price else data.chf_text(sum((Decimal(str(r.get(\\\"market_value_chf\\\") or \\\"0\\\")) for r in rows), Decimal(\\\"0\\\"))))\",\"old_string\":\" c1.metric(\\\"Gesamtwert Aktien/ETFs\\\", \\\"nicht bewertet\\\" if missing_price else data.chf_text(sum((data.Decimal(str(r.get(\\\"market_value_chf\\\") or \\\"0\\\")) for r in rows), data.Decimal(\\\"0\\\"))))\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n@@ -51,7 +51,7 @@\\n latest_price_update = max((str(r.get(\\\"price_date\\\") or \\\"\\\") for r in rows), default=\\\"\\\") or \\\"kein Preisupdate\\\"\\n \\n c1, c2, c3, c4, c5 = st.columns(5)\\n- c1.metric(\\\"Gesamtwert Aktien/ETFs\\\", \\\"nicht bewertet\\\" if missing_price else data.chf_text(sum((data.Decimal(str(r.get(\\\"market_value_chf\\\") or \\\"0\\\")) for r in rows), data.Decimal(\\\"0\\\"))))\\n+ c1.metric(\\\"Gesamtwert Aktien/ETFs\\\", \\\"nicht bewertet\\\" if missing_price else data.chf_text(sum((Decimal(str(r.get(\\\"market_value_chf\\\") or \\\"0\\\")) for r in rows), Decimal(\\\"0\\\"))))\\n c2.metric(\\\"Anzahl Positionen\\\", str(total_positions))\\n c3.metric(\\\"Positionen ohne Preis\\\", str(missing_price))\\n c4.metric(\\\"Einstand unvollständig\\\", str(incomplete_cost))\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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"content": "{\"content\": \" 240| quantity_text=\\\"1\\\",\\n 241| gross_amount_original_text=\\\"0\\\",\\n 242| currency=\\\"CHF\\\",\\n 243| note=\\\"\\\",\\n 244| confirm=True,\\n 245| )\\n 246|\\n 247|\\n 248|def test_full_sell_requires_exact_current_quantity_and_zeros_position() -> None:\\n 249| conn = setup_conn()\\n 250| account_id = seed_account(conn)\\n 251| snap = add_equity_initial_snapshot(\\n 252| conn,\\n 253| account_id=account_id,\\n 254| asset_class=\\\"stock\\\",\\n 255| name=\\\"Synthetic Full Sell\\\",\\n 256| isin=\\\"CH0000000002\\\",\\n 257| ticker=\\\"FUL\\\",\\n 258| exchange=\\\"SIX\\\",\\n 259| currency=\\\"CHF\\\",\\n 260| quantity_text=\\\"4\\\",\\n 261| cost_basis_original_text=\\\"400\\\",\\n 262| snapshot_date=\\\"2025-12-31\\\",\\n 263| category=\\\"Unknown\\\",\\n 264| note=\\\"synthetic initial\\\",\\n 265| confirm=True,\\n 266| )\\n 267|\\n 268| with pytest.raises(ValueError, match=\\\"full_sell quantity\\\"):\\n 269| add_equity_transaction(\\n 270| conn,\\n 271| account_id=account_id,\\n 272| instrument_id=snap.instrument_id,\\n 273| transaction_type=\\\"full_sell\\\",\\n 274| trade_date=\\\"2026-01-10\\\",\\n 275| quantity_text=\\\"3\\\",\\n 276| gross_amount_original_text=\\\"330\\\",\\n 277| currency=\\\"CHF\\\",\\n 278| note=\\\"synthetic wrong full sell\\\",\\n 279| confirm=True,\\n 280| )\\n 281|\\n 282| add_equity_transaction(\\n 283| conn,\\n 284| account_id=account_id,\\n 285| instrument_id=snap.instrument_id,\\n 286| transaction_type=\\\"full_sell\\\",\\n 287| trade_date=\\\"2026-01-11\\\",\\n 288| quantity_text=\\\"4\\\",\\n 289| gross_amount_original_text=\\\"440\\\",\\n 290| currency=\\\"CHF\\\",\\n 291| note=\\\"synthetic full sell\\\",\\n 292| confirm=True,\\n 293| )\\n 294|\\n 295| position = calculate_positions(conn).positions[(account_id, snap.instrument_id)]\\n 296| assert position.quantity == Decimal(\\\"0\\\")\\n 297| assert audit_count(conn, \\\"equity_full_sell\\\") == 1\\n 298|\\n 299|\\n 300|def test_equity_management_options_and_dashboard_page_import() -> None:\\n 301| conn = setup_conn()\\n 302| seed_account(conn, \\\"Synthetic PostFinance\\\")\\n 303| options = get_equity_management_options(conn)\\n 304| assert options[\\\"accounts\\\"]\\n 305| from jarvis_finance.dashboard.pages import PAGES\\n 306|\\n 307| assert \\\"Equity/ETF Manage\\\" in [page.PAGE_TITLE for page in PAGES]\\n 308|\\n 309|\\n 310|def test_manual_instrument_search_and_wizard_safety_flow() -> None:\\n 311| conn = setup_conn()\\n 312| account_id = seed_account(conn, \\\"Synthetic Manual Broker\\\")\\n 313| first = create_manual_catalog_entry(\\n 314| conn,\\n 315| asset_class=\\\"stock\\\",\\n 316| name=\\\"Synthetic Alpha AG\\\",\\n 317| currency=\\\"CHF\\\",\\n 318| isin=\\\"CH1111111111\\\",\\n 319| ticker=\\\"ALP\\\",\\n 320| exchange=\\\"SIX\\\",\\n 321| note=\\\"synthetic catalog source\\\",\\n 322| )\\n 323| create_manual_catalog_entry(\\n 324| conn,\\n 325| asset_class=\\\"stock\\\",\\n 326| name=\\\"Synthetic Alpha US Listing\\\",\\n 327| currency=\\\"USD\\\",\\n 328| isin=\\\"US1111111111\\\",\\n 329| ticker=\\\"ALP\\\",\\n 330| exchange=\\\"NASDAQ\\\",\\n 331| note=\\\"synthetic catalog source\\\",\\n 332| )\\n 333|\\n 334| isin_result = search_instrument_candidates(conn, query=\\\"CH1111111111\\\")\\n 335| assert len(isin_result[\\\"results\\\"]) == 1\\n 336| assert isin_result[\\\"results\\\"][0][\\\"mapping_status\\\"] == \\\"exact_isin_match\\\"\\n 337|\\n 338| name_result = search_instrument_candidates(conn, query=\\\"Synthetic Alpha\\\")\\n 339| assert len(name_result[\\\"results\\\"]) >= 2\\n 340| assert name_result[\\\"selection_required\\\"] is True\\n 341|\\n 342| ticker_result = search_instrument_candidates(conn, query=\\\"ALP\\\")\\n 343| assert len(ticker_result[\\\"results\\\"]) >= 2\\n 344| assert ticker_result[\\\"selection_required\\\"] is True\\n 345| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM transactions\\\").fetchone()[\\\"c\\\"] == 0\\n 346|\\n 347| with pytest.raises(ValueError, match=\\\"confirm\\\"):\\n 348| add_manual_position_from_catalog(\\n 349| conn,\\n 350| catalog_entry_id=first,\\n 351| account_id=account_id,\\n 352| position_type=\\\"initial_snapshot\\\",\\n 353| quantity_text=\\\"1.25\\\",\\n 354| trade_date=\\\"2025-12-31\\\",\\n 355| currency=\\\"CHF\\\",\\n 356| note=\\\"synthetic review must be confirmed\\\",\\n 357| confirm=False,\\n 358| )\\n 359|\\n 360| result = add_manual_position_from_catalog(\\n 361| conn,\\n 362| catalog_entry_id=first,\\n 363| account_id=account_id,\\n 364| position_type=\\\"initial_snapshot\\\",\\n 365| quantity_text=\\\"1.25\\\",\\n 366| trade_date=\\\"2025-12-31\\\",\\n 367| currency=\\\"CHF\\\",\\n 368| cost_basis_original_text=None,\\n 369| note=\\\"synthetic manually reviewed initial snapshot\\\",\\n 370| confirm=True,\\n 371| )\\n 372| tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n 373| assert tx[\\\"transaction_type\\\"] == \\\"initial_position_snapshot\\\"\\n 374| assert tx[\\\"quantity\\\"] == \\\"1.25\\\"\\n 375| assert tx[\\\"gross_amount_original\\\"] == \\\"0\\\"\\n 376| assert \\\"cost_basis_uncertain\\\" in result.warnings\\n 377| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='manual_position_add'\\\").fetchone()[\\\"c\\\"] == 1\\n 378| assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='cost_basis_uncertain'\\\").fetchone()[\\\"c\\\"] == 1\\n 379|\\n 380|\\n 381|def test_manual_catalog_entry_and_foreign_fx_handling() -> None:\\n 382| conn = setup_conn()\\n 383| account_id = seed_account(conn, \\\"Synthetic FX Broker\\\")\\n 384| catalog_id = create_manual_catalog_entry(\\n 385| conn,\\n 386| asset_class=\\\"etf\\\",\\n 387| name=\\\"Synthetic USD ETF\\\",\\n 388| currency=\\\"USD\\\",\\n 389| isin=\\\"IE2222222222\\\",\\n 390| ticker=\\\"USDE\\\",\\n 391| exchange=\\\"NYSE\\\",\\n 392| note=\\\"synthetic manual ETF source\\\",\\n 393| )\\n 394| result = add_manual_position_from_catalog(\\n 395| conn,\\n 396| catalog_entry_id=catalog_id,\\n 397| account_id=account_id,\\n 398| position_type=\\\"initial_snapshot\\\",\\n 399| quantity_text=\\\"2\\\",\\n 400| trade_date=\\\"2025-12-31\\\",\\n 401| currency=\\\"USD\\\",\\n 402| cost_basis_original_text=\\\"100.00\\\",\\n 403| fx_rate_to_chf_text=\\\"0.90\\\",\\n 404| fx_source=\\\"synthetic fx source\\\",\\n 405| note=\\\"synthetic USD ETF with FX\\\",\\n 406| confirm=True,\\n 407| )\\n 408| tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n 409| assert tx[\\\"currency_original\\\"] == \\\"USD\\\"\\n 410| assert tx[\\\"fx_rate_to_chf\\\"] == \\\"0.90\\\"\\n 411| assert tx[\\\"gross_amount_chf\\\"] == \\\"90.0000\\\"\\n 412|\\n 413| missing_fx_catalog = create_manual_catalog_entry(\\n 414| conn,\\n 415| asset_class=\\\"stock\\\",\\n 416| name=\\\"Synthetic EUR Stock\\\",\\n 417| currency=\\\"EUR\\\",\\n 418| isin=\\\"DE3333333333\\\",\\n 419| ticker=\\\"EURS\\\",\\n 420| exchange=\\\"XETRA\\\",\\n 421| note=\\\"synthetic manual stock source\\\",\\n 422| )\\n 423| missing = add_manual_position_from_catalog(\\n 424| conn,\\n 425| catalog_entry_id=missing_fx_catalog,\\n 426| account_id=account_id,\\n 427| position_type=\\\"buy\\\",\\n 428| quantity_text=\\\"1\\\",\\n 429| trade_date=\\\"2026-01-05\\\",\\n 430| currency=\\\"EUR\\\",\\n 431| cost_basis_original_text=\\\"50.00\\\",\\n 432| fx_status=\\\"missing\\\",\\n 433| note=\\\"synthetic missing FX accepted for review\\\",\\n 434| confirm=True,\\n 435| )\\n 436| tx_missing = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (missing.transaction_id,)).fetchone()\\n 437| assert tx_missing[\\\"fx_status\\\"] == \\\"missing\\\"\\n 438| assert tx_missing[\\\"gross_amount_chf\\\"] is None\\n 439| assert \\\"missing_fx\\\" in missing.warnings\\n 440|\\n 441|\\n 442|def test_manual_wizard_supports_buy_sell_dividend_and_no_dashboard_live_api_or_ids() -> None:\\n 443| conn = setup_conn()\\n 444| account_id = seed_account(conn, \\\"Synthetic Trading Broker\\\")\\n 445| catalog_id = create_manual_catalog_entry(\\n 446| conn,\\n 447| asset_class=\\\"stock\\\",\\n 448| name=\\\"Synthetic Tradable\\\",\\n 449| currency=\\\"CHF\\\",\\n 450| isin=\\\"CH4444444444\\\",\\n 451| ticker=\\\"TRD\\\",\\n 452| exchange=\\\"SIX\\\",\\n 453| note=\\\"synthetic tradable source\\\",\\n 454| )\\n 455| snap = add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"initial_snapshot\\\", quantity_text=\\\"5\\\", trade_date=\\\"2025-12-31\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"500\\\", note=\\\"synthetic starting point\\\", confirm=True)\\n 456| add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"buy\\\", quantity_text=\\\"1\\\", trade_date=\\\"2026-01-05\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"110\\\", note=\\\"synthetic buy\\\", confirm=True)\\n 457| add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"partial_sell\\\", quantity_text=\\\"2\\\", trade_date=\\\"2026-01-10\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"220\\\", note=\\\"synthetic sell\\\", confirm=True)\\n 458| add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"dividend\\\", quantity_text=\\\"0\\\", trade_date=\\\"2026-02-01\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"4.50\\\", note=\\\"synthetic dividend\\\", confirm=True)\\n 459| assert calculate_positions(conn).positions[(account_id, snap.instrument_id)].quantity == Decimal(\\\"4\\\")\\n 460|\", \"total_lines\": 514, \"file_size\": 19496, \"truncated\": true, \"hint\": \"Use offset=460 to continue reading (showing 240-459 of 514 lines)\", 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"reasoning": "**Evaluating code adjustments**\n\nI’m trying to figure out if adding a default category will break anything. I think I need a tests page for that. Also, I noticed that page_03 uses data.get_positions. Maybe the dashboard data isn’t returning any equities due to the absence of the positions table? I should check that out. Plus, I need to patch the tests and import page_03 as well. Lots to do!",
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"text": "**Evaluating code adjustments**\n\nI’m trying to figure out if adding a default category will break anything. I think I need a tests page for that. Also, I noticed that page_03 uses data.get_positions. Maybe the dashboard data isn’t returning any equities due to the absence of the positions table? I should check that out. Plus, I need to patch the tests and import page_03 as well. Lots to do!"
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|from pathlib import Path\\n 5|\\n 6|from jarvis_finance.config.settings import RuntimePaths, Settings\\n 7|from jarvis_finance.crypto.manage import adjust_crypto_position, transfer_crypto_position\\n 8|from jarvis_finance.dashboard import data as dashboard_data\\n 9|from jarvis_finance.dashboard import main as dashboard_main\\n 10|from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\n 11|from jarvis_finance.reports.crypto_inventory import export_crypto_inventory_report\\n 12|from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn\\n 13|\\n 14|\\n 15|def test_auto_streamlit_page_stubs_are_not_present() -> None:\\n 16| pages_dir = Path(\\\"src/jarvis_finance/dashboard/pages\\\")\\n 17| numeric_pages = sorted(p.name for p in pages_dir.glob(\\\"[0-9][0-9]_*.py\\\"))\\n 18| assert numeric_pages == []\\n 19| assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n 20| assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n 21|\\n 22|\\n 23|def test_command_center_has_visible_add_position_action() -> None:\\n 24| conn = setup_multi_wallet_crypto_conn()\\n 25| st = FakeStreamlit()\\n 26| page_00_command_center.render(st, conn)\\n 27| buttons = [args[0] for name, args, _ in st.calls if name == \\\"button\\\" and args]\\n 28| assert \\\"+ Position hinzufügen\\\" in buttons\\n 29|\\n 30|\\n 31|def test_position_add_page_is_user_mode_wizard_without_technical_ids() -> None:\\n 32| from jarvis_finance.dashboard.pages import page_17_position_add\\n 33|\\n 34| conn = setup_multi_wallet_crypto_conn()\\n 35| st = FakeStreamlit()\\n 36| page_17_position_add.render(st, conn)\\n 37| text = \\\"\\\\n\\\".join(str(arg) for _name, args, _kwargs in st.calls for arg in args)\\n 38| assert \\\"Position hinzufügen\\\" in text\\n 39| assert \\\"Assetklasse wählen\\\" in text\\n 40| assert \\\"Instrument suchen\\\" in text\\n 41| assert \\\"instrument_id\\\" not in text\\n 42| assert \\\"catalog_entry_id\\\" not in text\\n 43| assert \\\"source_id\\\" not in text\\n 44|\\n 45|\\n 46|def test_read_only_disables_coin_and_wallet_action_buttons_but_edit_mode_enables() -> None:\\n 47| conn = setup_multi_wallet_crypto_conn()\\n 48| st = FakeStreamlit()\\n 49| st.session_state[\\\"jarvis_edit_mode\\\"] = False\\n 50| page_04_crypto.render(st, conn)\\n 51| action_buttons = [kwargs for name, args, kwargs in st.calls if name == \\\"button\\\" and args and args[0] == \\\"Bestand hinzufügen\\\"]\\n 52| assert action_buttons and action_buttons[0].get(\\\"disabled\\\") is True\\n 53| assert any(\\\"Bearbeiten aktivieren\\\" in str(args[0]) for name, args, _ in st.calls if name in {\\\"info\\\", \\\"caption\\\", \\\"warning\\\"} and args)\\n 54|\\n 55| st2 = FakeStreamlit()\\n 56| st2.session_state[\\\"jarvis_edit_mode\\\"] = True\\n 57| page_04_crypto.render(st2, conn)\\n 58| action_buttons2 = [kwargs for name, args, kwargs in st2.calls if name == \\\"button\\\" and args and args[0] == \\\"Bestand hinzufügen\\\"]\\n 59| assert action_buttons2 and action_buttons2[0].get(\\\"disabled\\\") is False\\n 60|\\n 61| st3 = FakeStreamlit()\\n 62| st3.session_state[\\\"jarvis_edit_mode\\\"] = False\\n 63| page_05_wallets.render(st3, conn)\\n 64| wallet_buttons = [kwargs for name, args, kwargs in st3.calls if name == \\\"button\\\" and args and args[0] == \\\"Coin in Wallet hinzufügen\\\"]\\n 65| assert wallet_buttons and wallet_buttons[0].get(\\\"disabled\\\") is True\\n 66|\\n 67|\\n 68|def test_crypto_selection_is_saved_and_actions_prefill_manage_context() -> None:\\n 69| conn = setup_multi_wallet_crypto_conn()\\n 70| st = FakeStreamlit(button_presses={\\\"Bestand korrigieren\\\"})\\n 71| st.session_state[\\\"jarvis_edit_mode\\\"] = True\\n 72| page_04_crypto.render(st, conn)\\n 73| assert st.session_state[\\\"selected_crypto_asset_id\\\"]\\n 74| assert st.session_state[\\\"crypto_manage_action\\\"] == \\\"Bestand korrigieren\\\"\\n 75| assert st.session_state[\\\"crypto_manage_asset_id\\\"] == st.session_state[\\\"selected_crypto_asset_id\\\"]\\n 76|\\n 77|\\n 78|def test_correction_and_transfer_flows_write_audit_events() -> None:\\n 79| conn = setup_multi_wallet_crypto_conn()\\n 80| eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n 81| wallets = dashboard_data.get_crypto_coin_wallet_details(conn, eth[\\\"_asset_id\\\"])\\n 82| adjust = adjust_crypto_position(\\n 83| conn,\\n 84| asset_id=eth[\\\"_asset_id\\\"],\\n 85| wallet_id=wallets[0][\\\"_wallet_id\\\"],\\n 86| new_quantity_text=\\\"2.5\\\",\\n 87| effective_date=\\\"2026-02-02\\\",\\n 88| note=\\\"manual review correction\\\",\\n 89| confirm=True,\\n 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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|\\n 5|import pytest\\n 6|\\n 7|from jarvis_finance.equity.manage import (\\n 8| add_equity_initial_snapshot,\\n 9| add_equity_transaction,\\n 10| add_manual_position_from_catalog,\\n 11| create_manual_catalog_entry,\\n 12| get_equity_management_options,\\n 13| search_instrument_candidates,\\n 14|)\\n 15|from jarvis_finance.ledger.positions import calculate_positions\\n 16|from jarvis_finance.storage.database import connect_memory\\n 17|from jarvis_finance.storage.migrations import apply_migrations\\n 18|\\n 19|\\n 20|def setup_conn():\\n 21| conn = connect_memory()\\n 22| apply_migrations(conn)\\n 23| return conn\\n 24|\\n 25|\\n 26|def seed_account(conn, platform_name: str = \\\"Synthetic PostFinance\\\") -> str:\\n 27| platform_id = f\\\"platform-{platform_name.lower().replace(' ', '-')}\\\"\\n 28| account_id = f\\\"account-{platform_name.lower().replace(' ', '-')}\\\"\\n 29| conn.execute(\\n 30| \\\"INSERT INTO platforms(platform_id, name, platform_type, country, default_currency, created_at) VALUES (?, ?, 'broker', 'CH', 'CHF', '2026-01-01')\\\",\\n 31| (platform_id, platform_name),\\n 32| )\\n 33| conn.execute(\\n 34| \\\"INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES (?, ?, 'Synthetic Depot', 'brokerage', 'CHF', '2026-01-01')\\\",\\n 35| (account_id, platform_id),\\n 36| )\\n 37| conn.commit()\\n 38| return account_id\\n 39|\\n 40|\\n 41|\", \"total_lines\": 514, \"file_size\": 19496, \"truncated\": true, \"hint\": \"Use offset=41 to continue reading (showing 1-40 of 514 lines)\", \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.ledger.positions import calculate_positions\\nfrom jarvis_finance.market_data.catalog import CatalogSearchResult, instrument_provider_statuses\\nfrom jarvis_finance.storage.database import connect_memory\",\"old_string\":\"from jarvis_finance.ledger.positions import calculate_positions\\nfrom jarvis_finance.storage.database import connect_memory\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"}"
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"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\\n@@ -13,6 +13,7 @@\\n search_instrument_candidates,\\n )\\n from jarvis_finance.ledger.positions import calculate_positions\\n+from jarvis_finance.market_data.catalog import CatalogSearchResult, instrument_provider_statuses\\n from jarvis_finance.storage.database import connect_memory\\n from jarvis_finance.storage.migrations import apply_migrations\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
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"arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/tests/unit/test_equity_manage.py')\\nappend='''\\\\n\\\\nclass CountingProvider:\\\\n name = \\\"counting\\\"\\\\n\\\\n def __init__(self) -> None:\\\\n self.calls = 0\\\\n\\\\n def search(self, *, query: str, asset_class: str | None = None):\\\\n self.calls += 1\\\\n return [CatalogSearchResult(None, asset_class or \\\"etf\\\", \\\"Provider Test ETF\\\", isin=\\\"US9229087690\\\", ticker=\\\"VTI\\\", exchange=\\\"NYSE\\\", trading_currency=\\\"USD\\\", provider=\\\"counting\\\", provider_symbol=\\\"VTI\\\", confidence=\\\"medium\\\", source=\\\"counting\\\", evidence_note=\\\"synthetic provider result\\\")]\\\\n\\\\n\\\\ndef test_vti_examples_are_searchable_and_ticker_requires_selection() -> None:\\\\n conn = setup_conn()\\\\n create_manual_catalog_entry(conn, asset_class=\\\"etf\\\", name=\\\"Vanguard Total Stock Market ETF\\\", currency=\\\"USD\\\", isin=\\\"US9229087690\\\", ticker=\\\"VTI\\\", exchange=\\\"NYSE\\\", note=\\\"synthetic VTI catalog entry\\\")\\\\n create_manual_catalog_entry(conn, asset_class=\\\"etf\\\", name=\\\"Vanguard Total Stock Market ETF Secondary Listing\\\", currency=\\\"USD\\\", isin=\\\"US9229087690\\\", ticker=\\\"VTI\\\", exchange=\\\"ARCA\\\", note=\\\"synthetic VTI alternate listing\\\")\\\\n\\\\n by_isin = search_instrument_candidates(conn, query=\\\"US9229087690\\\", asset_class=\\\"etf\\\")\\\\n assert by_isin[\\\"results\\\"]\\\\n assert by_isin[\\\"results\\\"][0][\\\"name\\\"].startswith(\\\"Vanguard Total Stock Market\\\")\\\\n assert any(r[\\\"ticker\\\"] == \\\"VTI\\\" and r[\\\"currency\\\"] == \\\"USD\\\" for r in by_isin[\\\"results\\\"])\\\\n assert all(r[\\\"trust_status\\\"] == \\\"Eindeutig\\\" for r in by_isin[\\\"results\\\"])\\\\n\\\\n by_name = search_instrument_candidates(conn, query=\\\"Vanguard Total Stock\\\", asset_class=\\\"etf\\\")\\\\n assert len(by_name[\\\"results\\\"]) >= 2\\\\n assert by_name[\\\"selection_required\\\"] is True\\\\n\\\\n by_ticker = search_instrument_candidates(conn, query=\\\"VTI\\\", asset_class=\\\"etf\\\")\\\\n assert len(by_ticker[\\\"results\\\"]) >= 2\\\\n assert by_ticker[\\\"selection_required\\\"] is True\\\\n assert all(r[\\\"trust_status\\\"] == \\\"Manuell prüfen\\\" for r in by_ticker[\\\"results\\\"])\\\\n\\\\n\\\\ndef test_online_provider_is_only_used_when_explicitly_enabled_and_caches_result() -> None:\\\\n conn = setup_conn()\\\\n provider = CountingProvider()\\\\n from jarvis_finance.market_data.catalog import search_instruments\\\\n\\\\n local_only = search_instrument_candidates(conn, query=\\\"US9229087690\\\", asset_class=\\\"etf\\\", include_external=False)\\\\n assert local_only[\\\"results\\\"] == []\\\\n assert provider.calls == 0\\\\n\\\\n results, warnings = search_instruments(conn, \\\"US9229087690\\\", \\\"etf\\\", providers=[provider])\\\\n assert warnings == []\\\\n assert provider.calls == 1\\\\n assert results[0].ticker == \\\"VTI\\\"\\\\n cached = search_instrument_candidates(conn, query=\\\"US9229087690\\\", asset_class=\\\"etf\\\", include_external=False)\\\\n assert cached[\\\"results\\\"]\\\\n assert cached[\\\"results\\\"][0][\\\"data_source\\\"] == \\\"local_catalog\\\"\\\\n\\\\n\\\\ndef test_provider_statuses_report_missing_keys_without_secret_values(monkeypatch, tmp_path) -> None:\\\\n for key in [\\\"OPENFIGI_API_KEY\\\", \\\"JARVIS_OPENFIGI_API_KEY\\\", \\\"FINNHUB_API_KEY\\\", \\\"JARVIS_FINNHUB_API_KEY\\\", \\\"FMP_API_KEY\\\", \\\"JARVIS_FMP_API_KEY\\\"]:\\\\n monkeypatch.delenv(key, raising=False)\\\\n monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(tmp_path))\\\\n statuses = instrument_provider_statuses()\\\\n assert {row[\\\"Provider\\\"] for row in statuses} >= {\\\"Lokale Suche\\\", \\\"OpenFIGI\\\", \\\"Finnhub\\\", \\\"FMP\\\", \\\"Manuelle Anlage\\\"}\\\\n assert next(row for row in statuses if row[\\\"Provider\\\"] == \\\"OpenFIGI\\\")[\\\"Status\\\"] == \\\"API-Key fehlt\\\"\\\\n assert not any(\\\"secret\\\" in str(row).lower() or \\\"runtime-file-key\\\" in str(row) for row in statuses)\\\\n\\\\n\\\\ndef test_category_is_saved_for_manual_position_from_catalog() -> None:\\\\n conn = setup_conn()\\\\n account_id = seed_account(conn, \\\"Synthetic Category Broker\\\")\\\\n catalog_id = create_manual_catalog_entry(conn, asset_class=\\\"etf\\\", name=\\\"Synthetic Core ETF\\\", currency=\\\"CHF\\\", isin=\\\"CH5555555555\\\", ticker=\\\"CORE\\\", exchange=\\\"SIX\\\", note=\\\"synthetic core entry\\\")\\\\n result = add_manual_position_from_catalog(conn, catalog_entry_id=catalog_id, account_id=account_id, position_type=\\\"initial_snapshot\\\", quantity_text=\\\"1\\\", trade_date=\\\"2025-12-31\\\", currency=\\\"CHF\\\", cost_basis_original_text=\\\"100\\\", note=\\\"synthetic category test\\\", category=\\\"Core\\\", confirm=True)\\\\n row = conn.execute(\\\"SELECT position_category FROM instruments WHERE instrument_id=?\\\", (result.instrument_id,)).fetchone()\\\\n assert row[\\\"position_category\\\"] == \\\"Core\\\"\\\\n'''\\np.write_text(p.read_text()+append)\\n\"}"
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from . import page_00_command_center\\n 4|from . import page_01_portfolio\\n 5|from . import page_02_platforms\\n 6|from . import page_03_equities_etfs\\n 7|from . import page_04_crypto\\n 8|from . import page_05_wallets\\n 9|from . import page_06_ledger\\n 10|from . import page_07_watchlist\\n 11|from . import page_08_reports\\n 12|from . import page_09_alerts\\n 13|from . import page_10_audit\\n 14|from . import page_11_settings_data_quality\\n 15|from . import page_12_crypto_manage\\n 16|from . import page_13_equity_manage\\n 17|from . import page_14_import_wizard\\n 18|from . import page_15_manual_review_queue\\n 19|from . import page_16_data_quality_center\\n 20|from . import page_17_position_add\\n 21|\\n 22|PAGES = [\\n 23| page_00_command_center,\\n 24| page_01_portfolio,\\n 25| page_02_platforms,\\n 26| page_03_equities_etfs,\\n 27| page_04_crypto,\\n 28| page_05_wallets,\\n 29| page_06_ledger,\\n 30| page_07_watchlist,\\n 31| page_08_reports,\\n 32| page_09_alerts,\\n 33| page_10_audit,\\n 34| page_11_settings_data_quality,\\n 35| page_12_crypto_manage,\\n 36| page_13_equity_manage,\\n 37| page_14_import_wizard,\\n 38| page_15_manual_review_queue,\\n 39| page_16_data_quality_center,\\n 40| page_17_position_add,\\n 41|]\\n 42|\", \"total_lines\": 41, \"file_size\": 1117, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"arguments": "{\"code\":\"from hermes_tools import terminal\\nscript = r'''\\nfrom jarvis_finance.storage.database import connect_memory\\nfrom jarvis_finance.storage.migrations import apply_migrations\\nfrom jarvis_finance.equity.manage import ensure_standard_broker_accounts, get_equity_management_options, create_manual_catalog_entry, search_instrument_candidates, add_manual_position_from_catalog\\n\\nconn = connect_memory(); apply_migrations(conn); ensure_standard_broker_accounts(conn)\\naccounts = get_equity_management_options(conn)['accounts']\\naccount_id = next(a['account_id'] for a in accounts if a['platform_name'] == 'PostFinance')\\ncreate_manual_catalog_entry(conn, asset_class='etf', name='Vanguard Total Stock Market ETF', currency='USD', isin='US9229087690', ticker='VTI', exchange='NYSE', note='synthetic E2E test catalog source')\\ncreate_manual_catalog_entry(conn, asset_class='etf', name='Vanguard Total Stock Market ETF Alternate Synthetic', currency='USD', isin='US9229087690', ticker='VTI', exchange='ARCA', note='synthetic E2E alternate listing')\\nby_isin = search_instrument_candidates(conn, query='US9229087690', asset_class='etf')\\nby_name = search_instrument_candidates(conn, query='Vanguard Total Stock', asset_class='etf')\\nby_ticker = search_instrument_candidates(conn, query='VTI', asset_class='etf')\\nselected = by_isin['results'][0]\\nres = add_manual_position_from_catalog(conn, catalog_entry_id=selected['catalog_entry_id'], account_id=account_id, position_type='initial_snapshot', quantity_text='1.2345', trade_date='2026-01-31', currency='USD', cost_basis_original_text=None, fx_status='missing', note='synthetic E2E test position; not real portfolio data', category='Core', confirm=True)\\nprint('E2E synthetic DB only')\\nprint('isin_results', len(by_isin['results']))\\nprint('name_results', len(by_name['results']))\\nprint('ticker_results', len(by_ticker['results']))\\nprint('ticker_selection_required', by_ticker['selection_required'])\\nprint('snapshot_created', bool(res.transaction_id))\\nprint('warnings', ','.join(res.warnings))\\nprint('audit_logs', conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='manual_position_add'\\\").fetchone()['c'])\\nprint('runtime_db_used', False)\\n'''\\ncmd = \\\"PYTHONPATH=src python - <<'PY'\\\\n\\\" + script + \\\"\\\\nPY\\\"\\nprint(terminal(cmd, workdir='/home/agent/.hermes/repos/FinanceManager', timeout=120)['output'])\"}"
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"id": "rs_09516b48ea7a6ed6016a079c8fb4008191ba5453104fcccebd",
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}
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{
"id": "call_qJOU3BGQONlxEnzB4ywijjgy",
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"function": {
"name": "terminal",
"arguments": "{\"command\":\"rm -rf .pytest_cache && git diff --check && PYTHONPATH=src python -m jarvis_finance.cli.main git-safety-scan . && git status --short\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \"GIT_SAFETY_OK\\n M src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n M src/jarvis_finance/dashboard/views/page_17_position_add.py\\n M src/jarvis_finance/equity/manage.py\\n M src/jarvis_finance/market_data/catalog.py\\n M tests/unit/test_dashboard_functional_ux_stabilization.py\\n M tests/unit/test_dashboard_usability_simplification.py\\n M tests/unit/test_equity_manage.py\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_qJOU3BGQONlxEnzB4ywijjgy"
},
{
"role": "assistant",
"content": "",
"reasoning": "**Inspecting potential issues**\n\nI need to run a git diff stat to check for potential issues. The code in page_03 uses st.columns(5), which seems okay, but it imports Decimal, so that’s good. I'm wondering if table actions are disabled correctly. I should also verify the streamlit autopage, since there are no pages files. I think I might need to note that after a restart, I can't access the browser due to missing streamlit. Then, I'll commit my changes after reviewing everything.",
"finish_reason": "tool_calls",
"reasoning_content": "**Inspecting potential issues**\n\nI need to run a git diff stat to check for potential issues. The code in page_03 uses st.columns(5), which seems okay, but it imports Decimal, so that’s good. I'm wondering if table actions are disabled correctly. I should also verify the streamlit autopage, since there are no pages files. I think I might need to note that after a restart, I can't access the browser due to missing streamlit. Then, I'll commit my changes after reviewing everything.",
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{
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"id": "rs_09516b48ea7a6ed6016a079c97fd888191ba671554b5fb59fa",
"summary": [
{
"type": "summary_text",
"text": "**Inspecting potential issues**\n\nI need to run a git diff stat to check for potential issues. The code in page_03 uses st.columns(5), which seems okay, but it imports Decimal, so that’s good. I'm wondering if table actions are disabled correctly. I should also verify the streamlit autopage, since there are no pages files. I think I might need to note that after a restart, I can't access the browser due to missing streamlit. Then, I'll commit my changes after reviewing everything."
}
]
}
],
"tool_calls": [
{
"id": "call_PsYlS93EhSevmuU2VEvloQoU",
"call_id": "call_PsYlS93EhSevmuU2VEvloQoU",
"response_item_id": "fc_09516b48ea7a6ed6016a079c9ab42881919707915f8c3cedc6",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"git diff --stat && git diff -- src/jarvis_finance/dashboard/views/page_03_equities_etfs.py src/jarvis_finance/dashboard/views/page_17_position_add.py src/jarvis_finance/market_data/catalog.py src/jarvis_finance/equity/manage.py tests/unit/test_equity_manage.py | sed -n '1,260p'\",\"timeout\":180,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
]
},
{
"role": "tool",
"name": "terminal",
"content": "{\"output\": \".../dashboard/views/page_03_equities_etfs.py | 97 ++++++++++---\\n .../dashboard/views/page_17_position_add.py | 159 +++++++++++++++------\\n src/jarvis_finance/equity/manage.py | 4 +\\n src/jarvis_finance/market_data/catalog.py | 47 +++++-\\n .../test_dashboard_functional_ux_stabilization.py | 3 +-\\n .../test_dashboard_usability_simplification.py | 37 ++++-\\n tests/unit/test_equity_manage.py | 70 +++++++++\\n 7 files changed, 343 insertions(+), 74 deletions(-)\\ndiff --git a/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py b/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\nindex 40ce217..1cc131f 100644\\n--- a/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n+++ b/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n@@ -1,32 +1,87 @@\\n from __future__ import annotations\\n \\n+from decimal import Decimal\\n+\\n from jarvis_finance.dashboard.components.tables import show_table\\n from jarvis_finance.dashboard import data\\n \\n PAGE_TITLE = \\\"Equities/ETFs\\\"\\n \\n-USER_COLUMNS = [\\\"name\\\", \\\"ticker\\\", \\\"isin\\\", \\\"account_name\\\", \\\"quantity\\\", \\\"market_value_chf\\\", \\\"total_return_chf\\\", \\\"price_status\\\", \\\"mappingstatus\\\"]\\n+\\n+def _go_to_add_position(st) -> None:\\n+ if hasattr(st, \\\"session_state\\\"):\\n+ st.session_state[\\\"jarvis_requested_page\\\"] = \\\"Position hinzufügen\\\"\\n+\\n+\\n+def _position_status(row: dict) -> str:\\n+ problems = []\\n+ if not row.get(\\\"market_value_chf\\\"):\\n+ problems.append(\\\"ohne Preis\\\")\\n+ if not row.get(\\\"total_cost_chf\\\") and not row.get(\\\"total_return_chf\\\"):\\n+ problems.append(\\\"Einstand unvollständig\\\")\\n+ if row.get(\\\"provider_symbol_status\\\") not in {\\\"mapped\\\", \\\"\\\", None}:\\n+ problems.append(\\\"Mapping prüfen\\\")\\n+ return \\\"; \\\".join(problems) if problems else \\\"ok\\\"\\n+\\n+\\n+def _safe_market_value(row: dict) -> str:\\n+ value = row.get(\\\"market_value_chf\\\")\\n+ return str(value) if value not in {None, \\\"\\\"} else \\\"nicht bewertet\\\"\\n+\\n+\\n+def _equity_rows(conn) -> list[dict]:\\n+ return [r for r in data.get_positions(conn) if str(r.get(\\\"asset_class\\\", \\\"\\\")).lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}]\\n \\n \\n def render(st, conn) -> None:\\n- st.title(\\\"Equities / ETFs\\\")\\n- st.caption(\\\"User Mode zeigt nur entscheidungsrelevante ETF-/Aktienfelder. Mapping-Details liegen im Admin Review.\\\")\\n- rows = [r for r in data.get_positions(conn) if r[\\\"asset_class\\\"].lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}]\\n- user_rows = []\\n+ st.title(\\\"Aktien & ETFs\\\")\\n+ st.caption(\\\"User Mode für manuell erfasste Aktien-/ETF-Positionen. Keine DOCX-Übernahme und keine versteckten Admin-Schritte.\\\")\\n+ rows = _equity_rows(conn)\\n+\\n+ if not rows:\\n+ st.info(\\\"Noch keine Aktien oder ETFs erfasst.\\\")\\n+ if st.button(\\\"Aktie/ETF hinzufügen\\\", key=\\\"equity_empty_add_position\\\"):\\n+ _go_to_add_position(st)\\n+ st.success(\\\"Öffne im User Mode die Seite 'Position hinzufügen'.\\\")\\n+ return\\n+\\n+ total_positions = len(rows)\\n+ missing_price = sum(1 for r in rows if not r.get(\\\"market_value_chf\\\"))\\n+ incomplete_cost = sum(1 for r in rows if not r.get(\\\"total_cost_chf\\\") and not r.get(\\\"total_return_chf\\\"))\\n+ latest_price_update = max((str(r.get(\\\"price_date\\\") or \\\"\\\") for r in rows), default=\\\"\\\") or \\\"kein Preisupdate\\\"\\n+\\n+ c1, c2, c3, c4, c5 = st.columns(5)\\n+ c1.metric(\\\"Gesamtwert Aktien/ETFs\\\", \\\"nicht bewertet\\\" if missing_price else data.chf_text(sum((Decimal(str(r.get(\\\"market_value_chf\\\") or \\\"0\\\")) for r in rows), Decimal(\\\"0\\\"))))\\n+ c2.metric(\\\"Anzahl Positionen\\\", str(total_positions))\\n+ c3.metric(\\\"Positionen ohne Preis\\\", str(missing_price))\\n+ c4.metric(\\\"Einstand unvollständig\\\", str(incomplete_cost))\\n+ c5.metric(\\\"Letztes Preisupdate\\\", latest_price_update)\\n+\\n+ table_rows = []\\n for r in rows:\\n- mapping_problem = r.get(\\\"provider_symbol_status\\\") != \\\"mapped\\\"\\n- item = {\\n- \\\"name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n- \\\"ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n- \\\"isin\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n- \\\"account_name\\\": r.get(\\\"account_name\\\", \\\"\\\"),\\n- \\\"quantity\\\": r.get(\\\"quantity\\\", \\\"\\\"),\\n- \\\"market_value_chf\\\": r.get(\\\"market_value_chf\\\", \\\"\\\"),\\n- \\\"total_return_chf\\\": r.get(\\\"total_return_chf\\\", \\\"\\\"),\\n- \\\"price_status\\\": r.get(\\\"price_status\\\", \\\"\\\"),\\n- \\\"mappingstatus\\\": r.get(\\\"provider_symbol_status\\\", \\\"\\\") if mapping_problem else \\\"ok\\\",\\n- }\\n- user_rows.append(item)\\n- show_table(st, user_rows)\\n- with st.expander(\\\"Admin: Mapping-/Valuation-Details\\\"):\\n- show_table(st, rows)\\n+ table_rows.append(\\n+ {\\n+ \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n+ \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n+ \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n+ \\\"Depot\\\": r.get(\\\"account_name\\\", \\\"\\\"),\\n+ \\\"Menge\\\": r.get(\\\"quantity\\\", \\\"\\\"),\\n+ \\\"Marktwert CHF\\\": _safe_market_value(r),\\n+ \\\"Status\\\": _position_status(r),\\n+ \\\"Aktionen\\\": \\\"Details verfügbar; Kaufen/Verkaufen/Dividende/Korrigieren/Verlauf in Vorbereitung\\\",\\n+ }\\n+ )\\n+ show_table(st, table_rows)\\n+\\n+ st.subheader(\\\"Aktionen\\\")\\n+ st.caption(\\\"Noch nicht vollständig implementierte Aktionen sind bewusst deaktiviert — keine Fake-Buttons.\\\")\\n+ if st.button(\\\"Aktie/ETF hinzufügen\\\", key=\\\"equity_add_position\\\"):\\n+ _go_to_add_position(st)\\n+ st.success(\\\"Öffne im User Mode die Seite 'Position hinzufügen'.\\\")\\n+ a1, a2, a3, a4, a5 = st.columns(5)\\n+ a1.button(\\\"Details\\\", key=\\\"equity_action_details\\\", disabled=True)\\n+ a2.button(\\\"Kaufen\\\", key=\\\"equity_action_buy\\\", disabled=True)\\n+ a3.button(\\\"Verkaufen\\\", key=\\\"equity_action_sell\\\", disabled=True)\\n+ a4.button(\\\"Dividende/Ausschüttung\\\", key=\\\"equity_action_dividend\\\", disabled=True)\\n+ a5.button(\\\"Korrigieren / Verlauf\\\", key=\\\"equity_action_adjust_history\\\", disabled=True)\\n+ st.info(\\\"Diese Aktionen werden später einzeln auditierbar freigeschaltet.\\\")\\ndiff --git a/src/jarvis_finance/dashboard/views/page_17_position_add.py b/src/jarvis_finance/dashboard/views/page_17_position_add.py\\nindex f0805d0..cce8338 100644\\n--- a/src/jarvis_finance/dashboard/views/page_17_position_add.py\\n+++ b/src/jarvis_finance/dashboard/views/page_17_position_add.py\\n@@ -8,8 +8,11 @@ from jarvis_finance.equity.manage import (\\n get_equity_management_options,\\n search_instrument_candidates,\\n )\\n+from jarvis_finance.market_data.catalog import instrument_provider_statuses\\n \\n PAGE_TITLE = \\\"Position hinzufügen\\\"\\n+SECRET_ENV_PATH=\\\"~/jarv....env\\\"\\n+SUPPORTED_PROVIDER_KEYS = \\\"OPENFIGI_API_KEY, JARVIS_OPENFIGI_API_KEY, FINNHUB_API_KEY, JARVIS_FINNHUB_API_KEY, FMP_API_KEY, JARVIS_FMP_API_KEY\\\"\\n \\n \\n def _account_label(row: dict) -> str:\\n@@ -25,19 +28,65 @@ def _selected(rows: list[dict], label: str | None, labeler) -> dict | None:\\n return None\\n \\n \\n+def _asset_label(value: str) -> str:\\n+ return \\\"Aktie\\\" if value == \\\"stock\\\" else \\\"ETF\\\" if value == \\\"etf\\\" else value\\n+\\n+\\n+def _search_rows(results: list[dict]) -> list[dict[str, str]]:\\n+ return [\\n+ {\\n+ \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n+ \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n+ \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n+ \\\"Exchange\\\": r.get(\\\"exchange\\\", \\\"\\\"),\\n+ \\\"Währung\\\": r.get(\\\"currency\\\", \\\"\\\"),\\n+ \\\"Assetklasse\\\": _asset_label(r.get(\\\"asset_class\\\", \\\"\\\")),\\n+ \\\"Land\\\": r.get(\\\"country\\\", \\\"\\\"),\\n+ \\\"Datenquelle\\\": r.get(\\\"data_source\\\", \\\"\\\"),\\n+ \\\"Status\\\": r.get(\\\"trust_status\\\", r.get(\\\"mapping_status\\\", \\\"Manuell prüfen\\\")),\\n+ }\\n+ for r in results\\n+ ]\\n+\\n+\\n+def _quality_warnings(*, selected: dict | None, quantity: str, account_label: str | None, cost_basis: str, currency: str, fx_status: str, fx_rate: str, note: str, transaction_type: str) -> list[str]:\\n+ warnings: list[str] = []\\n+ if not selected:\\n+ warnings.append(\\\"Instrument noch nicht ausgewählt\\\")\\n+ if not account_label:\\n+ warnings.append(\\\"Depot/Konto fehlt\\\")\\n+ if not str(quantity or \\\"\\\").strip() and transaction_type not in {\\\"Dividende / Ausschüttung\\\"}:\\n+ warnings.append(\\\"Menge fehlt\\\")\\n+ if not str(cost_basis or \\\"\\\").strip():\\n+ warnings.append(\\\"cost_basis_uncertain: Einstand/Cost Basis fehlt; Performance bleibt unvollständig\\\")\\n+ if currency in {\\\"USD\\\", \\\"EUR\\\"} and not str(fx_rate or \\\"\\\").strip() and fx_status not in {\\\"missing\\\", \\\"manual_override_required\\\"}:\\n+ warnings.append(\\\"FX fehlt: Fremdwährung braucht FX-Kurs oder Status 'missing'\\\")\\n+ if transaction_type in {\\\"Manuelle Korrektur\\\"} and not str(note or \\\"\\\").strip():\\n+ warnings.append(\\\"Notiz fehlt für manuelle Korrektur\\\")\\n+ if selected and selected.get(\\\"trust_status\\\") in {\\\"Unsicher\\\", \\\"Manuell prüfen\\\"}:\\n+ warnings.append(\\\"Treffer ist prüfpflichtig; Auswahl bewusst bestätigen\\\")\\n+ return warnings\\n+\\n+\\n def render(st, conn) -> None:\\n st.title(\\\"Position hinzufügen\\\")\\n- st.caption(\\\"Geführter User-Mode-Wizard für manuelle Positionserfassung. Kein DOCX-Import, keine Live-API beim normalen Laden.\\\")\\n- st.info(\\\"Hauptpfad: Assetklasse wählen → Instrument suchen → Treffer bewusst auswählen → Position erfassen → Review → bestätigen.\\\")\\n+ st.caption(\\\"Geführter User-Mode-Wizard für manuelle Aktien-/ETF-Erfassung. Kein DOCX-Import, keine Live-API beim normalen Laden.\\\")\\n+ st.info(\\\"Hauptpfad: Assetklasse wählen → lokal/online suchen → Treffer bewusst auswählen → Position erfassen → Review → bestätigen.\\\")\\n \\n ensure_standard_broker_accounts(conn)\\n options = get_equity_management_options(conn)\\n account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n \\n+ st.subheader(\\\"Provider-Status\\\")\\n+ show_table(st, instrument_provider_statuses())\\n+ st.caption(f\\\"API-Keys lokal ablegen unter: {SECRET_ENV_PATH}\\\")\\n+ st.caption(f\\\"Unterstützte Variablen: {SUPPORTED_PROVIDER_KEYS}\\\")\\n+ st.caption(\\\"Keys werden nicht ins Repo geschrieben, nicht geloggt und nicht im Dashboard angezeigt.\\\")\\n+\\n st.subheader(\\\"1. Assetklasse wählen\\\")\\n asset_choice = st.selectbox(\\\"Assetklasse\\\", [\\\"Aktie\\\", \\\"ETF\\\", \\\"Crypto\\\", \\\"Cash\\\"], key=\\\"position_add_asset_choice\\\")\\n if asset_choice in {\\\"Crypto\\\", \\\"Cash\\\"}:\\n- st.warning(\\\"Für diesen Sprint ist die geführte Erfassung für Aktien und ETFs priorisiert. Crypto/Cash werden hier sichtbar vorbereitet, aber noch nicht gespeichert.\\\")\\n+ st.warning(\\\"Für Crypto/Cash bitte vorerst die bestehenden Crypto-/Wallet-Funktionen nutzen. Dieser Sprint macht Aktie und ETF vollständig nutzbar.\\\")\\n return\\n asset_class = \\\"stock\\\" if asset_choice == \\\"Aktie\\\" else \\\"etf\\\"\\n \\n@@ -47,9 +96,9 @@ def render(st, conn) -> None:\\n exchange_filter = st.text_input(\\\"Börse/Exchange optional\\\", key=\\\"position_add_exchange\\\")\\n country_filter = st.text_input(\\\"Land optional\\\", key=\\\"position_add_country\\\")\\n provider_filter = st.text_input(\\\"Provider optional\\\", key=\\\"position_add_provider\\\")\\n- external_lookup = st.checkbox(\\\"Provider-Suche bei Klick einbeziehen\\\", key=\\\"position_add_external\\\")\\n- if st.button(\\\"Suchen\\\", key=\\\"position_add_search\\\"):\\n- payload = search_instrument_candidates(\\n+ c1, c2, c3 = st.columns(3)\\n+ if c1.button(\\\"Lokal suchen\\\", key=\\\"position_add_local_search\\\"):\\n+ st.session_state[\\\"position_add_search_results\\\"] = search_instrument_candidates(\\n conn,\\n query=query,\\n asset_class=asset_class,\\n@@ -57,37 +106,47 @@ def render(st, conn) -> None:\\n currency=currency_filter or None,\\n country=country_filter or None,\\n provider=provider_filter or None,\\n- include_external=bool(external_lookup),\\n+ include_external=False,\\n )\\n- if hasattr(st, \\\"session_state\\\"):\\n- st.session_state[\\\"position_add_search_results\\\"] = payload\\n- search_state = getattr(st, \\\"session_state\\\", {}).get(\\\"position_add_search_results\\\", {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True})\\n- if search_state.get(\\\"warnings\\\"):\\n- st.warning(\\\"; \\\".join(str(w) for w in search_state.get(\\\"warnings\\\", [])))\\n- rows = [\\n- {\\n- \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n- \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n- \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n- \\\"Exchange\\\": r.get(\\\"exchange\\\", \\\"\\\"),\\n- \\\"Währung\\\": r.get(\\\"currency\\\", \\\"\\\"),\\n- \\\"Assetklasse\\\": \\\"Aktie\\\" if r.get(\\\"asset_class\\\") == \\\"stock\\\" else \\\"ETF\\\" if r.get(\\\"asset_class\\\") == \\\"etf\\\" else r.get(\\\"asset_class\\\", \\\"\\\"),\\n- \\\"Land\\\": r.get(\\\"country\\\", \\\"\\\"),\\n- \\\"Datenquelle\\\": r.get(\\\"data_source\\\", \\\"\\\"),\\n- \\\"Vertrauensstatus\\\": r.get(\\\"trust_status\\\", r.get(\\\"mapping_status\\\", \\\"Manuell prüfen\\\")),\\n- }\\n- for r in search_state.get(\\\"results\\\", [])\\n- ]\\n- show_table(st, rows, empty_message=\\\"Noch keine Suche ausgeführt oder kein Treffer. Manuelle Anlage ist unten möglich.\\\")\\n+ st.session_state.pop(\\\"position_add_selected_index\\\", None)\\n+ if c2.button(\\\"Online suchen\\\", key=\\\"position_add_online_search\\\"):\\n+ st.session_state[\\\"position_add_search_results\\\"] = search_instrument_candidates(\\n+ conn,\\n+ query=query,\\n+ asset_class=asset_class,\\n+ exchange=exchange_filter or None,\\n+ currency=currency_filter or None,\\n+ country=country_filter or None,\\n+ provider=provider_filter or None,\\n+ include_external=True,\\n+ )\\n+ st.session_state.pop(\\\"position_add_selected_index\\\", None)\\n+ c3.caption(\\\"Online-Suche läuft nur bei Klick. Fehlende Keys erzeugen Hinweis, keinen Crash.\\\")\\n \\n- st.subheader(\\\"3. Instrument auswählen\\\")\\n- labels = [f\\\"{i+1}. {r.get('name')} | {r.get('isin') or 'ISIN fehlt'} | {r.get('ticker') or 'Ticker fehlt'} | {r.get('exchange') or 'Exchange fehlt'} | {r.get('currency') or 'Währung fehlt'}\\\" for i, r in enumerate(search_state.get(\\\"results\\\", []))]\\n- chosen = st.selectbox(\\\"Treffer auswählen\\\", labels, key=\\\"position_add_selected\\\") if labels else None\\n- selected = search_state.get(\\\"results\\\", [])[int(chosen.split('.', 1)[0]) - 1] if chosen else None\\n- if selected:\\n- st.success(\\\"Treffer ausgewählt. Mehrdeutige Ticker werden nicht automatisch übernommen.\\\")\\n+ search_state = st.session_state.get(\\\"position_add_search_results\\\", {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True, \\\"provider_lookup_attempted\\\": False})\", \"exit_code\": 0, \"error\": null}",
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"content": "{\"session_id\": \"proc_d6f5066f890c\", \"command\": \"tmpdir=$(mktemp -d /tmp/jarvis-finance-ui-XXXXXX)\\nJARVIS_FINANCE_RUNTIME_DIR=\\\"$tmpdir\\\" PYTHONPATH=src python - <<'PY'\\nfrom jarvis_finance.config.settings import load_settings, ensure_runtime_dirs\\nfrom jarvis_finance.storage.database import connect\\nfrom jarvis_finance.storage.migrations import apply_migrations\\ns=load_settings(); ensure_runtime_dirs(s); conn=connect(s.db_path); apply_migrations(conn); conn.close(); print(s.db_path)\\nPY\\nJARVIS_FINANCE_RUNTIME_DIR=\\\"$tmpdir\\\" PYTHONPATH=src streamlit run src/jarvis_finance/dashboard/main.py --server.headless true --server.port 8503 --server.address 127.0.0.1\", \"status\": \"running\", \"pid\": 372983, \"uptime_seconds\": 13, \"output_preview\": \"\"}",
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Keine API-Abfragen beim Laden.\\\"\\n - LabelText\\n - paragraph\\n - StaticText \\\"Gesamtportfolio CHF\\\"\\n - paragraph\\n - StaticText \\\"CHF 0.00\\\"\\n - LabelText\\n - paragraph\\n - StaticText \\\"Crypto CHF\\\"\\n - paragraph\\n - StaticText \\\"CHF 0.00\\\"\\n - LabelText\\n - paragraph\\n - StaticText \\\"Aktien/ETF CHF\\\"\\n - button \\\"Help for Aktien/ETF CHF\\\" [ref=e28]\\n - paragraph\\n - StaticText \\\"noch nicht bewertet\\\"\\n - LabelText\\n - paragraph\\n - StaticText \\\"Kritische Punkte\\\"\\n - button \\\"Help for Kritische Punkte\\\" [ref=e29]\\n - paragraph\\n - StaticText \\\"0\\\"\\n - LabelText\\n - paragraph\\n - StaticText \\\"Letztes Preisupdate\\\"\\n - alert\\n - paragraph\\n - StaticText \\\"Aktien/ETF: Bewertung unvollständig. Details bitte im Admin/Data-Quality-Bereich prüfen; im User Mode wird kein irreführender CHF-0-Wert angezeigt.\\\"\\n - heading \\\"Was ist wichtig?\\\" [level=3, ref=e8]\\n - StaticText \\\"Was ist wichtig?\\\"\\n - link \\\"Link to heading\\\" [ref=e30]\\n - paragraph\\n - strong\\n - StaticText \\\"Wichtig:\\\"\\n - StaticText \\\" Aktien/ETF: Bewertung unvollständig\\\"\\n - paragraph\\n - strong\\n - StaticText \\\"Wichtig:\\\"\\n - StaticText \\\" Crypto-Preise aktuell\\\"\\n - heading \\\"Top 5 Crypto-Positionen\\\" [level=3, ref=e9]\\n - StaticText \\\"Top 5 Crypto-Positionen\\\"\\n - link \\\"Link to heading\\\" [ref=e31]\\n - alert\\n - paragraph\\n - StaticText \\\"Keine Daten vorhanden.\\\"\\n - heading \\\"Schnellaktionen\\\" [level=3, ref=e10]\\n - StaticText \\\"Schnellaktionen\\\"\\n - link \\\"Link to heading\\\" [ref=e32]\\n - button \\\"+ Position hinzufügen\\\" [ref=e14]\\n - paragraph\\n - StaticText \\\"+ Position hinzufügen\\\"\\n - button \\\"Preise aktualisieren\\\" [ref=e15]\\n - paragraph\\n - StaticText \\\"Preise aktualisieren\\\"\\n - button \\\"Crypto-Report erzeugen\\\" [ref=e16]\\n - paragraph\\n - StaticText \\\"Crypto-Report erzeugen\\\"\\n - button \\\"Coin hinzufügen\\\" [disabled, ref=e17]\\n - paragraph\\n - StaticText \\\"Coin hinzufügen\\\"\\n - button \\\"Wallet öffnen\\\" [disabled, ref=e18]\\n - paragraph\\n - StaticText \\\"Wallet öffnen\\\"\\n - paragraph\\n - StaticText \\\"Hinweise zusammengefasst — Kritisch: 0 · Wichtig: 0 · Info: 0\\\"\", \"element_count\": 32}",
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