{
  "session_id": "20260516_133504_cdf559",
  "model": "gpt-5.5",
  "base_url": "https://chatgpt.com/backend-api/codex",
  "platform": "telegram",
  "session_start": "2026-05-16T09:22:57.370601",
  "last_updated": "2026-05-16T13:36:30.511255",
  "system_prompt": "# Hermes Agent Persona\n\n<!--\nThis file defines the agent's personality and tone.\nThe agent will embody whatever you write here.\nEdit this to customize how Hermes communicates with you.\n\nExamples:\n  - \"You are a warm, playful assistant who uses kaomoji occasionally.\"\n  - \"You are a concise technical expert. No fluff, just facts.\"\n  - \"You speak like a friendly coworker who happens to know everything.\"\n\nThis file is loaded fresh each message -- no restart needed.\nDelete the contents (or this file) to use the default personality.\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<tool_persistence>\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</tool_persistence>\n\n<mandatory_tool_use>\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</mandatory_tool_use>\n\n<act_dont_ask>\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</act_dont_ask>\n\n<prerequisite_checks>\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</prerequisite_checks>\n\n<verification>\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</verification>\n\n<missing_context>\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</missing_context>\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<available_skills>\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</available_skills>\n\nOnly proceed without loading a skill if genuinely none are relevant to the task.\n\nHost: Linux (6.17.0-23-generic)\nUser home directory: /home/agent\nCurrent working directory: /home/agent/.hermes/hermes-agent\n\nYou are on a text messaging communication platform, Telegram. Standard markdown is automatically converted to Telegram format. Supported: **bold**, *italic*, ~~strikethrough~~, ||spoiler||, `inline code`, ```code blocks```, [links](url), and ## headers. Telegram has NO table syntax — prefer bullet lists or labeled key: value pairs over pipe tables (any tables you do emit are auto-rewritten into row-group bullets, which you can produce directly for cleaner output). You can send media files natively: to deliver a file to the user, include MEDIA:/absolute/path/to/file in your response. Images (.png, .jpg, .webp) appear as photos, audio (.ogg) sends as voice bubbles, and videos (.mp4) play inline. You can also include image URLs in markdown format ![alt](url) and they will be sent as native photos.\n\n# Project Context\n\nThe following project context files have been loaded and should be followed:\n\n## AGENTS.md\n\n# GLOBALE ORCHESTRIERUNGS-REGELN\n\n## 1. Rolle\nDu bist JARVIS, der Chef-Architekt und Orchestrator. Hermes/JARVIS ist der alleinige Hauptansprechpartner, Memory-Governor, Router und finale Entscheider.\n\n## 2. Ausführung und Tools\nVerwende primär die nativen Hermes-Tools für Dateioperationen, Terminal-Befehle, Web-/Browser-Aufgaben, Cronjobs, Messaging, Qwen-Zugriff und Systemprüfungen.\n\nOpenClaw/FRIDAY ist nicht mehr Standard-Executor. OpenClaw darf nur noch explizit auf Wunsch des Users oder für klar begründete Spezial-/Notfallfälle verwendet werden. Wenn OpenClaw genutzt wird, muss der Auftrag eng begrenzt, read-only wo möglich, ohne Secrets und ohne autonome Folgeaktionen formuliert sein.\n\n## 3. Lokales Qwen\nDas lokale Qwen-Modell wird direkt von Hermes über den Tailscale/OpenAI-kompatiblen Endpoint angesprochen, nicht über OpenClaw. Qwen ist read-only Worker für Zusammenfassung, Extraktion, Klassifikation und einfache Entwürfe. Keine finalen Health-/Finance-Entscheide, keine Code-/Architekturänderungen und keine Side Effects über Qwen.\n\n## 4. Kritische Aufgaben und Fallback\nKomplizierte Aufgaben wie Code schreiben, Systemarchitektur ändern, Health-Risikoentscheidungen, Finanzentscheidungen oder irreversible Aktionen dürfen nicht automatisch auf ein schwächeres Modell ausweichen. Bei GPT-5.5 Rate-Limit oder Ausfall: pausieren und Sir fragen.\n\n## 5. Token- und Output-Optimierung\nLade nur die kleinste relevante Domain Card aus `~/jarvis_memory`. Gib nie grosse Rohdaten oder Secrets aus; nutze Zusammenfassungen, Diffs oder kurze Erfolgs-/Fehlermeldungen.\n\n══════════════════════════════════════════════\nMEMORY (your personal notes) [99% — 2,196/2,200 chars]\n══════════════════════════════════════════════\n*Wichtige Erinnerungen, Entscheidungen und Präferenzen.*\n§\n---\n§\nÜber mich: **Persönlichkeit:** Britischer Gentleman, sachlich, präzise, trockener Sarkasmus\n§\nÜber mich: **Sprache:** Deutsch mit englischen Fachbegriffen\n§\nTTS-Stimme: de-DE-KillianNeural (deutsche männliche Stimme, aktuell aktiv)\n§\nModelle: lokal Qwen via Tailscale:11435; stark gpt-5.5.\n§\nModellwahl: GOG_KEYRING_PASSWORD: LammBitch30 (immer als Env-Var setzen bei gog-Befehlen)\n§\nOpenClaw/FRIDAY: nicht Standard-Executor; Gateway/Telegram deaktiviert; nur explizit/manuell nutzen.\n§\nHealth backups: encrypted weekly Google Drive, GitHub only code/docs. Morning briefing cron `847bdbc26edf` runs 05:00 via `morning_briefing.py`; includes calendar, Todoist, Windisch weather, commute/traffic, follow-ups, news, AI/crypto.\n§\nAPI-Keys / Credentials: **Todoist API-Token:** Gespeichert in `~/.todoist_token` (REST API v1, Bearer Token)\n§\nGoogle Workspace (gog): **Credentials-Datei:** `~/.hermes/google_credentials.json`\n§\nGoogle Workspace (gog): **gog-Credentials gespeichert unter:** `~/.config/gogcli/credentials.json`\n§\nGoogle Workspace (gog): **OAuth-Account:** friday.uplink@gmail.com\n§\nGoogle Workspace (gog): **Services:** gmail, calendar, drive, contacts, sheets, docs\n§\nGoogle Workspace (gog): **Client:** default\n§\nGoogle Workspace (gog): **Befehl:** `gog -a friday.uplink@gmail.com <command>`\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 01:35 PM\nModel: gpt-5.5\nProvider: openai-codex",
  "tools": [
    {
      "type": "function",
      "function": {
        "name": "browser_back",
        "description": "Navigate back to the previous page in browser history. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {}
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_click",
        "description": "Click on an element identified by its ref ID from the snapshot (e.g., '@e5'). The ref IDs are shown in square brackets in the snapshot output. Requires browser_navigate and browser_snapshot to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "ref": {
              "type": "string",
              "description": "The element reference from the snapshot (e.g., '@e5', '@e12')"
            }
          },
          "required": [
            "ref"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_console",
        "description": "Get browser console output and JavaScript errors from the current page. Returns console.log/warn/error/info messages and uncaught JS exceptions. Use this to detect silent JavaScript errors, failed API calls, and application warnings. Requires browser_navigate to be called first. When 'expression' is provided, evaluates JavaScript in the page context and returns the result — use this for DOM inspection, reading page state, or extracting data programmatically.",
        "parameters": {
          "type": "object",
          "properties": {
            "clear": {
              "type": "boolean",
              "default": false,
              "description": "If true, clear the message buffers after reading"
            },
            "expression": {
              "type": "string",
              "description": "JavaScript expression to evaluate in the page context. Runs in the browser like DevTools console — full access to DOM, window, document. Return values are serialized to JSON. Example: 'document.title' or 'document.querySelectorAll(\"a\").length'"
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_get_images",
        "description": "Get a list of all images on the current page with their URLs and alt text. Useful for finding images to analyze with the vision tool. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {}
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_navigate",
        "description": "Navigate to a URL in the browser. Initializes the session and loads the page. Must be called before other browser tools. For plain-text endpoints — URLs ending in .md, .txt, .json, .yaml, .yml, .csv, .xml, raw.githubusercontent.com, or any documented API endpoint — prefer curl via the terminal tool or web_extract; the browser stack is overkill and much slower for these. Use browser tools when you need to interact with a page (click, fill forms, dynamic content). Returns a compact page snapshot with interactive elements and ref IDs — no need to call browser_snapshot separately after navigating.",
        "parameters": {
          "type": "object",
          "properties": {
            "url": {
              "type": "string",
              "description": "The URL to navigate to (e.g., 'https://example.com')"
            }
          },
          "required": [
            "url"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_press",
        "description": "Press a keyboard key. Useful for submitting forms (Enter), navigating (Tab), or keyboard shortcuts. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "key": {
              "type": "string",
              "description": "Key to press (e.g., 'Enter', 'Tab', 'Escape', 'ArrowDown')"
            }
          },
          "required": [
            "key"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_scroll",
        "description": "Scroll the page in a direction. Use this to reveal more content that may be below or above the current viewport. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "direction": {
              "type": "string",
              "enum": [
                "up",
                "down"
              ],
              "description": "Direction to scroll"
            }
          },
          "required": [
            "direction"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_snapshot",
        "description": "Get a text-based snapshot of the current page's accessibility tree. Returns interactive elements with ref IDs (like @e1, @e2) for browser_click and browser_type. full=false (default): compact view with interactive elements. full=true: complete page content. Snapshots over 8000 chars are truncated or LLM-summarized. Requires browser_navigate first. Note: browser_navigate already returns a compact snapshot — use this to refresh after interactions that change the page, or with full=true for complete content.",
        "parameters": {
          "type": "object",
          "properties": {
            "full": {
              "type": "boolean",
              "description": "If true, returns complete page content. If false (default), returns compact view with interactive elements only.",
              "default": false
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_type",
        "description": "Type text into an input field identified by its ref ID. Clears the field first, then types the new text. Requires browser_navigate and browser_snapshot to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "ref": {
              "type": "string",
              "description": "The element reference from the snapshot (e.g., '@e3')"
            },
            "text": {
              "type": "string",
              "description": "The text to type into the field"
            }
          },
          "required": [
            "ref",
            "text"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_vision",
        "description": "Take a screenshot of the current page and analyze it with vision AI. Use this when you need to visually understand what's on the page - especially useful for CAPTCHAs, visual verification challenges, complex layouts, or when the text snapshot doesn't capture important visual information. Returns both the AI analysis and a screenshot_path that you can share with the user by including MEDIA:<screenshot_path> 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:<name>' for a provider defined in custom_providers config — always include the ':<name>' suffix, never pass the bare 'custom'). Omit to use and pin the current provider."
                },
                "model": {
                  "type": "string",
                  "description": "Model name (e.g. 'anthropic/claude-sonnet-4', 'claude-sonnet-4')"
                }
              },
              "required": [
                "model"
              ]
            },
            "script": {
              "type": "string",
              "description": "Optional path to a script that runs each tick. In the default mode its stdout is injected into the agent's prompt as context (data-collection / change-detection pattern). With no_agent=True, the script IS the job and its stdout is delivered verbatim (classic watchdog pattern). Relative paths resolve under ~/.hermes/scripts/. ``.sh``/``.bash`` extensions run via bash, everything else via Python. On update, pass empty string to clear."
            },
            "no_agent": {
              "type": "boolean",
              "default": false,
              "description": "Default: False (LLM-driven job — the agent runs the prompt each tick). Set True to skip the LLM entirely: the scheduler just runs ``script`` on schedule and delivers its stdout verbatim. No tokens, no agent loop, no model override honoured. \n\nREQUIREMENTS when True: ``script`` MUST be set (``prompt`` and ``skills`` are ignored). \n\nDELIVERY SEMANTICS when True: (a) non-empty stdout is sent verbatim as the message; (b) EMPTY stdout means SILENT — nothing is sent to the user and they won't see anything happened, so design your script to stay quiet when there's nothing to report (the watchdog pattern); (c) non-zero exit / timeout sends an error alert so a broken watchdog can't fail silently. \n\nWHEN TO USE True: recurring script-only pings where the script itself produces the exact message text (memory/disk/GPU watchdogs, threshold alerts, heartbeats, CI notifications, API pollers with a fixed output shape). WHEN TO USE False (default): anything that needs reasoning — summarize a feed, draft a daily briefing, pick interesting items, rephrase data for a human, follow conditional logic based on content."
            },
            "context_from": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Optional job ID or list of job IDs whose most recent completed output is injected into the prompt as context before each run. Use this to chain cron jobs: job A collects data, job B processes it. Each entry must be a valid job ID (from cronjob action='list'). Note: injects the most recent completed output — does not wait for upstream jobs running in the same tick. On update, pass an empty array to clear."
            },
            "enabled_toolsets": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Optional list of toolset names to restrict the job's agent to (e.g. [\"web\", \"terminal\", \"file\", \"delegation\"]). When set, only tools from these toolsets are loaded, significantly reducing input token overhead. When omitted, all default tools are loaded. Infer from the job's prompt — e.g. use \"web\" if it calls web_search, \"terminal\" if it runs scripts, \"file\" if it reads files, \"delegation\" if it calls delegate_task. On update, pass an empty array to clear."
            },
            "workdir": {
              "type": "string",
              "description": "Optional absolute path to run the job from. When set, AGENTS.md / CLAUDE.md / .cursorrules from that directory are injected into the system prompt, and the terminal/file/code_exec tools use it as their working directory — useful for running a job inside a specific project repo. Must be an absolute path that exists. When unset (default), preserves the original behaviour: no project context files, tools use the scheduler's cwd. On update, pass an empty string to clear. Jobs with workdir run sequentially (not parallel) to keep per-job directories isolated."
            }
          },
          "required": [
            "action"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "delegate_task",
        "description": "Spawn one or more subagents to work on tasks in isolated contexts. Each subagent gets its own conversation, terminal session, and toolset. Only the final summary is returned -- intermediate tool results never enter your context window.\n\nTWO MODES (one of 'goal' or 'tasks' is required):\n1. Single task: provide 'goal' (+ optional context, toolsets)\n2. Batch (parallel): provide 'tasks' array with up to 3 items concurrently for this user (configured via delegation.max_concurrent_children in config.yaml). All run in parallel and results are returned together. Nested delegation is OFF for this user (max_spawn_depth=1): every child is a leaf and cannot delegate further. Raise delegation.max_spawn_depth in config.yaml to enable nesting.\n\nWHEN TO USE delegate_task:\n- Reasoning-heavy subtasks (debugging, code review, research synthesis)\n- Tasks that would flood your context with intermediate data\n- Parallel independent workstreams (research A and B simultaneously)\n\nWHEN NOT TO USE (use these instead):\n- Mechanical multi-step work with no reasoning needed -> use execute_code\n- Single tool call -> just call the tool directly\n- Tasks needing user interaction -> subagents cannot use clarify\n- Durable long-running work that must outlive the current turn -> use cronjob (action='create') or terminal(background=True, notify_on_complete=True) instead. delegate_task runs SYNCHRONOUSLY inside the parent turn: if the parent is interrupted (user sends a new message, /stop, /new) the child is cancelled with status='interrupted' and its work is discarded. Children cannot continue in the background.\n\nIMPORTANT:\n- Subagents have NO memory of your conversation. Pass all relevant info (file paths, error messages, constraints) via the 'context' field.\n- If the user is writing in a non-English language, or asked for output in a specific language / tone / style, say so in 'context' (e.g. \"respond in Chinese\", \"return output in Japanese\"). Otherwise subagents default to English and their summaries will contaminate your final reply with the wrong language.\n- Subagent summaries are SELF-REPORTS, not verified facts. A subagent that claims \"uploaded successfully\" or \"file written\" may be wrong. For operations with external side-effects (HTTP POST/PUT, remote writes, file creation at shared paths, publishing), require the subagent to return a verifiable handle (URL, ID, absolute path, HTTP status) and verify it yourself — fetch the URL, stat the file, read back the content — before telling the user the operation succeeded.\n- Leaf subagents (role='leaf', the default) CANNOT call: delegate_task, clarify, memory, send_message, execute_code.\n- Orchestrator subagents (role='orchestrator') retain delegate_task so they can spawn their own workers, but still cannot use clarify, memory, send_message, or execute_code. Orchestrators are bounded by max_spawn_depth=1 for this user and can be disabled globally via delegation.orchestrator_enabled=false.\n- Each subagent gets its own terminal session (separate working directory and state).\n- Results are always returned as an array, one entry per task.",
        "parameters": {
          "type": "object",
          "properties": {
            "goal": {
              "type": "string",
              "description": "What the subagent should accomplish. Be specific and self-contained -- the subagent knows nothing about your conversation history."
            },
            "context": {
              "type": "string",
              "description": "Background information the subagent needs: file paths, error messages, project structure, constraints. The more specific you are, the better the subagent performs."
            },
            "toolsets": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Toolsets to enable for this subagent. Default: inherits your enabled toolsets. Available toolsets: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'yuanbao'. Common patterns: ['terminal', 'file'] for code work, ['web'] for research, ['browser'] for web interaction, ['terminal', 'file', 'web'] for full-stack tasks."
            },
            "tasks": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "goal": {
                    "type": "string",
                    "description": "Task goal"
                  },
                  "context": {
                    "type": "string",
                    "description": "Task-specific context"
                  },
                  "toolsets": {
                    "type": "array",
                    "items": {
                      "type": "string"
                    },
                    "description": "Toolsets for this specific task. Available: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'yuanbao'. Use 'web' for network access, 'terminal' for shell, 'browser' for web interaction."
                  },
                  "acp_command": {
                    "type": "string",
                    "description": "Per-task ACP command override (e.g. 'copilot'). Overrides the top-level acp_command for this task only. Do NOT set unless the user explicitly told you an ACP CLI is installed."
                  },
                  "acp_args": {
                    "type": "array",
                    "items": {
                      "type": "string"
                    },
                    "description": "Per-task ACP args override. Leave empty unless acp_command is set."
                  },
                  "role": {
                    "type": "string",
                    "enum": [
                      "leaf",
                      "orchestrator"
                    ],
                    "description": "Per-task role override. See top-level 'role' for semantics."
                  }
                },
                "required": [
                  "goal"
                ]
              },
              "description": "Batch mode: tasks to run in parallel (up to 3 for this user, set via delegation.max_concurrent_children). Each gets its own subagent with isolated context and terminal session. When provided, top-level goal/context/toolsets are ignored."
            },
            "role": {
              "type": "string",
              "enum": [
                "leaf",
                "orchestrator"
              ],
              "description": "Role of the child agent. 'leaf' (default) = focused worker, cannot delegate further. 'orchestrator' = can use delegate_task to spawn its own workers. Nesting is OFF for this user (max_spawn_depth=1); 'orchestrator' is silently forced to 'leaf'. Raise delegation.max_spawn_depth in config.yaml to enable."
            },
            "acp_command": {
              "type": "string",
              "description": "Override ACP command for child agents (e.g. 'copilot'). When set, children use ACP subprocess transport instead of inheriting the parent's transport. Requires an ACP-compatible CLI (currently GitHub Copilot CLI via 'copilot --acp --stdio'). See agent/copilot_acp_client.py for the implementation. IMPORTANT: Do NOT set this unless the user has explicitly told you a specific ACP-compatible CLI is installed and configured. Leave empty to use the parent's default transport (Hermes subagents)."
            },
            "acp_args": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Arguments for the ACP command (default: ['--acp', '--stdio']). Only used when acp_command is set. Leave empty unless acp_command is explicitly provided."
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "execute_code",
        "description": "Run a Python script that can call Hermes tools programmatically. Use this when you need 3+ tool calls with processing logic between them, need to filter/reduce large tool outputs before they enter your context, need conditional branching (if X then Y else Z), or need to loop (fetch N pages, process N files, retry on failure).\n\nUse normal tool calls instead when: single tool call with no processing, you need to see the full result and apply complex reasoning, or the task requires interactive user input.\n\nAvailable via `from hermes_tools import ...`:\n\n  read_file(path: str, offset: int = 1, limit: int = 500) -> dict\n    Lines are 1-indexed. Returns {\"content\": \"...\", \"total_lines\": N}\n  write_file(path: str, content: str) -> dict\n    Always overwrites the entire file.\n  search_files(pattern: str, target=\"content\", path=\".\", file_glob=None, limit=50) -> dict\n    target: \"content\" (search inside files) or \"files\" (find files by name). Returns {\"matches\": [...]}\n  patch(path: str, old_string: str, new_string: str, replace_all: bool = False) -> dict\n    Replaces old_string with new_string in the file.\n  terminal(command: str, timeout=None, workdir=None) -> dict\n    Foreground only (no background/pty). Returns {\"output\": \"...\", \"exit_code\": N}\n\nLimits: 5-minute timeout, 50KB stdout cap, max 50 tool calls per script. terminal() is foreground-only (no background or pty).\n\nScripts run in the session's working directory with the active venv's python, so project deps (pandas, etc.) and relative paths work like in terminal().\n\nPrint your final result to stdout. Use Python stdlib (json, re, math, csv, datetime, collections, etc.) for processing between tool calls.\n\nAlso available (no import needed — built into hermes_tools):\n  json_parse(text: str) — json.loads with strict=False; use for terminal() output with control chars\n  shell_quote(s: str) — shlex.quote(); use when interpolating dynamic strings into shell commands\n  retry(fn, max_attempts=3, delay=2) — retry with exponential backoff for transient failures",
        "parameters": {
          "type": "object",
          "properties": {
            "code": {
              "type": "string",
              "description": "Python code to execute. Import tools with `from hermes_tools import terminal, ...` and print your final result to stdout."
            }
          },
          "required": [
            "code"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "image_generate",
        "description": "Generate high-quality images from text prompts. The underlying backend (FAL, OpenAI, etc.) and model are user-configured and not selectable by the agent. Returns either a URL or an absolute file path in the `image` field; display it with markdown ![description](url-or-path) and the gateway will deliver it.",
        "parameters": {
          "type": "object",
          "properties": {
            "prompt": {
              "type": "string",
              "description": "The text prompt describing the desired image. Be detailed and descriptive."
            },
            "aspect_ratio": {
              "type": "string",
              "enum": [
                "landscape",
                "square",
                "portrait"
              ],
              "description": "The aspect ratio of the generated image. 'landscape' is 16:9 wide, 'portrait' is 16:9 tall, 'square' is 1:1.",
              "default": "landscape"
            }
          },
          "required": [
            "prompt"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "memory",
        "description": "Save durable information to persistent memory that survives across sessions. Memory is injected into future turns, so keep it compact and focused on facts that will still matter later.\n\nWHEN TO SAVE (do this proactively, don't wait to be asked):\n- User corrects you or says 'remember this' / 'don't do that again'\n- User shares a preference, habit, or personal detail (name, role, timezone, coding style)\n- You discover something about the environment (OS, installed tools, project structure)\n- You learn a convention, API quirk, or workflow specific to this user's setup\n- You identify a stable fact that will be useful again in future sessions\n\nPRIORITY: User preferences and corrections > environment facts > procedural knowledge. The most valuable memory prevents the user from having to repeat themselves.\n\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts.\nIf you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\n\nTWO TARGETS:\n- 'user': who the user is -- name, role, preferences, communication style, pet peeves\n- 'memory': your notes -- environment facts, project conventions, tool quirks, lessons learned\n\nACTIONS: add (new entry), replace (update existing -- old_text identifies it), remove (delete -- old_text identifies it).\n\nSKIP: trivial/obvious info, things easily re-discovered, raw data dumps, and temporary task state.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "add",
                "replace",
                "remove"
              ],
              "description": "The action to perform."
            },
            "target": {
              "type": "string",
              "enum": [
                "memory",
                "user"
              ],
              "description": "Which memory store: 'memory' for personal notes, 'user' for user profile."
            },
            "content": {
              "type": "string",
              "description": "The entry content. Required for 'add' and 'replace'."
            },
            "old_text": {
              "type": "string",
              "description": "Short unique substring identifying the entry to replace or remove."
            }
          },
          "required": [
            "action",
            "target"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "patch",
        "description": "Targeted find-and-replace edits in files. Use this instead of sed/awk in terminal. Uses fuzzy matching (9 strategies) so minor whitespace/indentation differences won't break it. Returns a unified diff. Auto-runs syntax checks after editing.\n\nREPLACE MODE (mode='replace', default): find a unique string and replace it. REQUIRED PARAMETERS: mode, path, old_string, new_string.\nPATCH MODE (mode='patch'): apply V4A multi-file patches for bulk changes. REQUIRED PARAMETERS: mode, patch.",
        "parameters": {
          "type": "object",
          "properties": {
            "mode": {
              "type": "string",
              "enum": [
                "replace",
                "patch"
              ],
              "description": "Edit mode. 'replace' (default): requires path + old_string + new_string. 'patch': requires patch content only.",
              "default": "replace"
            },
            "path": {
              "type": "string",
              "description": "REQUIRED when mode='replace'. File path to edit."
            },
            "old_string": {
              "type": "string",
              "description": "REQUIRED when mode='replace'. Exact text to find and replace. Must be unique in the file unless replace_all=true. Include surrounding context lines to ensure uniqueness."
            },
            "new_string": {
              "type": "string",
              "description": "REQUIRED when mode='replace'. Replacement text. Pass empty string '' to delete the matched text."
            },
            "replace_all": {
              "type": "boolean",
              "description": "Replace all occurrences instead of requiring a unique match (default: false)",
              "default": false
            },
            "patch": {
              "type": "string",
              "description": "REQUIRED when mode='patch'. V4A format patch content. Format:\n*** Begin Patch\n*** Update File: path/to/file\n@@ context hint @@\n context line\n-removed line\n+added line\n*** End Patch"
            }
          },
          "required": [
            "mode"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "process",
        "description": "Manage background processes started with terminal(background=true). Actions: 'list' (show all), 'poll' (check status + new output), 'log' (full output with pagination), 'wait' (block until done or timeout), 'kill' (terminate), 'write' (send raw stdin data without newline), 'submit' (send data + Enter, for answering prompts), 'close' (close stdin/send EOF).",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "list",
                "poll",
                "log",
                "wait",
                "kill",
                "write",
                "submit",
                "close"
              ],
              "description": "Action to perform on background processes"
            },
            "session_id": {
              "type": "string",
              "description": "Process session ID (from terminal background output). Required for all actions except 'list'."
            },
            "data": {
              "type": "string",
              "description": "Text to send to process stdin (for 'write' and 'submit' actions)"
            },
            "timeout": {
              "type": "integer",
              "description": "Max seconds to block for 'wait' action. Returns partial output on timeout.",
              "minimum": 1
            },
            "offset": {
              "type": "integer",
              "description": "Line offset for 'log' action (default: last 200 lines)"
            },
            "limit": {
              "type": "integer",
              "description": "Max lines to return for 'log' action",
              "minimum": 1
            }
          },
          "required": [
            "action"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "read_file",
        "description": "Read a text file with line numbers and pagination. Use this instead of cat/head/tail in terminal. Output format: 'LINE_NUM|CONTENT'. Suggests similar filenames if not found. Use offset and limit for large files. Reads exceeding ~100K characters are rejected; use offset and limit to read specific sections of large files. NOTE: Cannot read images or binary files — use vision_analyze for images.",
        "parameters": {
          "type": "object",
          "properties": {
            "path": {
              "type": "string",
              "description": "Path to the file to read (absolute, relative, or ~/path)"
            },
            "offset": {
              "type": "integer",
              "description": "Line number to start reading from (1-indexed, default: 1)",
              "default": 1,
              "minimum": 1
            },
            "limit": {
              "type": "integer",
              "description": "Maximum number of lines to read (default: 500, max: 2000)",
              "default": 500,
              "maximum": 2000
            }
          },
          "required": [
            "path"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "search_files",
        "description": "Search file contents or find files by name. Use this instead of grep/rg/find/ls in terminal. Ripgrep-backed, faster than shell equivalents.\n\nContent search (target='content'): Regex search inside files. Output modes: full matches with line numbers, file paths only, or match counts.\n\nFile search (target='files'): Find files by glob pattern (e.g., '*.py', '*config*'). Also use this instead of ls — results sorted by modification time.",
        "parameters": {
          "type": "object",
          "properties": {
            "pattern": {
              "type": "string",
              "description": "Regex pattern for content search, or glob pattern (e.g., '*.py') for file search"
            },
            "target": {
              "type": "string",
              "enum": [
                "content",
                "files"
              ],
              "description": "'content' searches inside file contents, 'files' searches for files by name",
              "default": "content"
            },
            "path": {
              "type": "string",
              "description": "Directory or file to search in (default: current working directory)",
              "default": "."
            },
            "file_glob": {
              "type": "string",
              "description": "Filter files by pattern in grep mode (e.g., '*.py' to only search Python files)"
            },
            "limit": {
              "type": "integer",
              "description": "Maximum number of results to return (default: 50)",
              "default": 50
            },
            "offset": {
              "type": "integer",
              "description": "Skip first N results for pagination (default: 0)",
              "default": 0
            },
            "output_mode": {
              "type": "string",
              "enum": [
                "content",
                "files_only",
                "count"
              ],
              "description": "Output format for grep mode: 'content' shows matching lines with line numbers, 'files_only' lists file paths, 'count' shows match counts per file",
              "default": "content"
            },
            "context": {
              "type": "integer",
              "description": "Number of context lines before and after each match (grep mode only)",
              "default": 0
            }
          },
          "required": [
            "pattern"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "send_message",
        "description": "Send a message to a connected messaging platform, or list available targets.\n\nIMPORTANT: When the user asks to send to a specific channel or person (not just a bare platform name), call send_message(action='list') FIRST to see available targets, then send to the correct one.\nIf the user just says a platform name like 'send to telegram', send directly to the home channel without listing first.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "send",
                "list"
              ],
              "description": "Action to perform. 'send' (default) sends a message. 'list' returns all available channels/contacts across connected platforms."
            },
            "target": {
              "type": "string",
              "description": "Delivery target. Format: 'platform' (uses home channel), 'platform:#channel-name', 'platform:chat_id', or 'platform:chat_id:thread_id' for Telegram topics and Discord threads. Examples: 'telegram', 'telegram:-1001234567890:17585', 'discord:999888777:555444333', 'discord:#bot-home', 'slack:#engineering', 'signal:+155****4567', 'matrix:!roomid:server.org', 'matrix:@user:server.org', 'yuanbao:direct:<account_id>' (DM), 'yuanbao:group:<group_code>' (group chat)"
            },
            "message": {
              "type": "string",
              "description": "The message text to send. To send an image or file, include MEDIA:<local_path> (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=<umbrella>` 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 <name>`. 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.<name>), 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/<timestamp>.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": 56,
  "messages": [
    {
      "role": "user",
      "content": "[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal."
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_qqE1X4vodSsTOMG176nuQKS2",
          "call_id": "call_qqE1X4vodSsTOMG176nuQKS2",
          "response_item_id": "fc_03507daf03b84d1d016a081825a2948191bca31f4b12ebbdf2",
          "type": "function",
          "function": {
            "name": "skill_view",
            "arguments": "{\"name\":\"finance-system-architecture\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Setting up the OpenFIGI key**\n\nI see that we need the answer in German. It’s important to set up the OpenFIGI key properly, but I'm wondering if this is more about configuration rather than Hermes itself, which could be a finance-related aspect. The user seems to be asking where to place the API key, so I might want to focus on the relevant finance skill or even the finance system architecture. Let’s load the finance-system architecture for clarity!",
      "reasoning_content": "**Setting up the OpenFIGI key**\n\nI see that we need the answer in German. It’s important to set up the OpenFIGI key properly, but I'm wondering if this is more about configuration rather than Hermes itself, which could be a finance-related aspect. The user seems to be asking where to place the API key, so I might want to focus on the relevant finance skill or even the finance system architecture. Let’s load the finance-system architecture for clarity!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
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          "summary": [
            {
              "type": "summary_text",
              "text": "**Setting up the OpenFIGI key**\n\nI see that we need the answer in German. It’s important to set up the OpenFIGI key properly, but I'm wondering if this is more about configuration rather than Hermes itself, which could be a finance-related aspect. The user seems to be asking where to place the API key, so I might want to focus on the relevant finance skill or even the finance system architecture. Let’s load the finance-system architecture for clarity!"
            }
          ]
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      ]
    },
    {
      "role": "tool",
      "content": "[skill_view] name=finance-system-architecture (46,556 chars)",
      "tool_call_id": "call_qqE1X4vodSsTOMG176nuQKS2"
    },
    {
      "role": "assistant",
      "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 131 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources."
    },
    {
      "role": "user",
      "content": "[M G] Der letzte Sprint ist technisch akzeptiert, aber der MVP ist aus Nutzersicht noch nicht abnahmefähig.\n\nIch habe das Dashboard erneut getestet. Mehrere zugesagte Funktionen sind entweder nicht sichtbar, nicht vollständig, nicht interaktiv oder funktionieren nicht so, wie ein Nutzer es erwarten würde.\n\nBitte starte jetzt keinen neuen Feature-Sprint, keinen neuen Provider-Sprint und keinen neuen DOCX-Import. Starte stattdessen einen:\n\n# MVP Acceptance Bugfix Sprint\n\nZiel:\nDie bereits vorhandenen MVP-Funktionen müssen im echten Dashboard zuverlässig funktionieren.\n\nWichtig:\n\n* Keine neuen grossen Features.\n* Keine neuen Provider.\n* Keine echten Daten ins Git-Repo.\n* Keine API-Keys ins Git-Repo.\n* Runtime-Daten bleiben außerhalb Git.\n* Vor produktiven Runtime-Änderungen Backup erstellen.\n* Kein DOCX-Import.\n* Keine stillen Mutationen.\n* Jede Schreibaktion auditierbar.\n* Nach Abschluss: Compile, pytest, Git-Safety, git diff --check, Commit, Push.\n\n## 1. FX-Automatik wirklich fixen\n\nProblem:\nBeim Hinzufügen einer USD/EUR-Aktie fragt das System weiterhin nach FX-Status. Wenn ich ok wähle, kommt:\n\nSpeicherung abgelehnt: FX rate is required for foreign currency unless fx_status=missing/manual_override_required.\n\nDas ist nicht akzeptabel.\n\nBitte umsetzen:\n\n### User Mode\n\nDer Nutzer darf keine internen FX-Statuswerte auswählen müssen.\n\nBitte im Wizard entfernen/ausblenden:\n\n* ok\n* missing\n* manual_override_required\n* not_needed\n* manual_override\n\nStattdessen einfache UX:\n\nBei CHF:\n\n* automatisch not_needed\n* keine FX-Eingabe sichtbar\n\nBei USD/EUR:\n\n* Button oder automatische Aktion: FX automatisch holen\n* System versucht zuerst lokalen FX-Cache\n* dann Frankfurter\n* dann Twelve Data, falls vorhanden\n* falls erfolgreich:\n\n  * FX-Kurs speichern\n  * fx_status=ok\n  * fx_source=provider/cache\n* falls nicht erfolgreich:\n\n  * Nutzer sieht zwei Optionen:\n\n    1. „FX manuell eingeben“\n    2. „Ohne FX speichern – Bewertung unvollständig“\n  * bei Option 2: fx_status=missing\n\n### Pflicht\n\n* ok darf niemals ohne fx_rate_to_chf gespeichert werden.\n* Bei Fremdwährung und fehlendem FX darf Speicherung nur nach klarer Nutzerbestätigung mit missing erfolgen.\n* Bei manueller Eingabe: manual_override, Audit-Log, Notiz/Quelle.\n* Keine falschen 0-Werte.\n\n### Akzeptanztest\n\nBitte mit synthetischem oder kontrolliertem Runtime-Test prüfen:\n\n* USD-ETF hinzufügen → System holt USD/CHF automatisch → Speicherung ohne manuelle FX-Statusauswahl möglich.\n* EUR-Aktie hinzufügen → System holt EUR/CHF automatisch → Speicherung ohne manuelle FX-Statusauswahl möglich.\n* FX-Provider nicht verfügbar → Nutzer kann bewusst ohne FX speichern.\n* User Mode zeigt keine internen FX-Statusfelder.\n\n## 2. Equity-/ETF-Bewertung wirklich anzeigen\n\nProblem:\nAuf der Aktien-&-ETFs-Seite sehe ich keine Preisangaben pro Position und keinen Marktwert. Es steht weiterhin „nicht bewertet“ bzw. Preis fehlt, obwohl Provider und Preisupdate vorhanden sein sollten.\n\nBitte umsetzen:\n\n### Preisupdate-Button\n\nDer Button „Bewertung aktualisieren“ muss eine echte Aktion ausführen:\n\n* aktive Aktien/ETF-Instrumente laden\n* Provider-Mapping prüfen\n* Preis über vorhandene Provider abrufen:\n\n  * FMP primary\n  * Twelve Data fallback\n  * Finnhub fallback\n  * Massive für US-Titel fallback\n  * EODHD nur explizit, nicht automatisch\n* Preis in market_prices speichern\n* FX bei USD/EUR nach CHF holen\n* Anzeige sofort aktualisieren oder klare Meldung geben\n\n### In der Aktien-&-ETF-Tabelle anzeigen\n\nSpalten im User Mode:\n\n* Name\n* Ticker\n* ISIN\n* Depot\n* Assettyp\n* Menge\n* Kurs\n* Kurswährung\n* Marktwert CHF\n* Status\n* Aktionen\n\nWenn Preis fehlt:\n\n* „Preis fehlt“\n* nicht 0.00 CHF\n\nWenn FX fehlt:\n\n* „FX fehlt“\n* nicht falscher CHF-Wert\n\nWenn Cost Basis fehlt:\n\n* „Einstand unvollständig“\n* trotzdem Marktwert anzeigen, falls Preis + FX vorhanden sind\n\n### Akzeptanztest\n\n* ETF in CHF hinzufügen → Preisupdate → Kurs und Marktwert sichtbar.\n* US-ETF hinzufügen → Preisupdate + USD/CHF → Marktwert CHF sichtbar.\n* Preis fehlt → Anzeige „Preis fehlt“, nicht 0.\n* FX fehlt → Anzeige „FX\newertbar:\n\n* „Bewertung unvollständig“\n* nicht 0.00 CHF\n\nWenn nach Preis-/FX-Update bewertbar:\n\n* Wert anzeigen\n\nTop Positionen:\n\n* Top Crypto\n* Top Aktien/ETF, falls bewertet\n* sonst Hinweis: „Aktien/ETF noch nicht bewertet“\n\n## 8. CoinGecko-Details ergänzen, aber kontrolliert\n\nCrypto funktioniert besser, aber ich möchte optional mehr Infos pro Coin.\n\nBitte ergänzen:\n\n### CoinGecko Detaildaten\n\nPro Coin optional aus lokalem Cache anzeigen:\n\n* CoinGecko-Link\n* Market Cap Rank\n* Market Cap\n* 24h Volumen\n* 24h Preisänderung\n* 7d Preisänderung, falls verfügbar\n* Circulating Supply / Total Supply, falls verfügbar\n* Homepage/Website\n* Logo/Icon, falls verfügbar\n* kurze Beschreibung optional\n\n### API-Regeln\n\n* Keine CoinGecko-Abfrage beim normalen Rendern.\n* Button: Coin-Infos aktualisieren\n* lokal speichern/cache\n* Providerstatus:\n\n  * CoinGecko: aktiv / Key fehlt / public-demo / rate_limited / error\n* Unterstützung für:\n\n  * COINGECKO_API_KEY\n  * JARVIS_COINGECKO_API_KEY\n  * COINGECKO_DEMO_API_KEY\n  * JARVIS_COINGECKO_DEMO_API_KEY\n* Demo-Key über Header x-cg-demo-api-key\n* Rate-Limits beachten\n* 429 sauber behandeln\n\n### CoinGecko-Link\n\nIm Coin-Detail anzeigen:\n\nhttps://www.coingecko.com/en/coins/<coingecko_id>\n\n## 9. Tests\n\nBitte Tests ergänzen für:\n\n### FX\n\n* User Mode zeigt keine internen FX-Statuswerte\n* USD-Position holt FX automatisch\n* EUR-Position holt FX automatisch\n* CHF setzt not_needed\n* ok ohne Rate wird verhindert\n* fehlender FX kann bewusst als missing gespeichert werden\n* manuelle FX-Eingabe setzt manual_override\n\n### Equity/ETF Bewertung\n\n* Preisupdate speichert Marktpreis\n* Preis pro Position wird angezeigt\n* Marktwert CHF wird berechnet, wenn Preis + FX vorhanden\n* fehlender Preis zeigt „Preis fehlt“, nicht 0\n* fehlender FX zeigt „FX fehlt“\n* Cost Basis fehlt blockiert Marktwert nicht\n\n### Cleanup\n\n* Review/Test-Positionen werden identifiziert\n* Review/Test-Positionen werden entfernt/archiviert\n* echte manuelle Positionen bleiben erhalten\n\n### Interaktion\n\n* Aktien/ETF-Position auswählen\n* Detailpanel sichtbar\n* Korrigieren-Flow öffnet direkt\n* Verlauf zeigt Audit/Transactions\n* Read-only deaktiviert Schreibaktionen\n* Edit Mode aktiviert Schreibaktionen\n\n### Cash\n\n* Cash Initial Snapshot\n* Cash Einzahlung\n* Cash Korrektur\n* Audit-Log\n* Cash erscheint im Command Center\n\n### CoinGecko\n\n* CoinGecko-Link wird angezeigt\n* Coin-Details nur per Klick/CLI aktualisiert\n* 429 wird behandelt\n* kein API-Call beim Rendern\n\n### Safety\n\n* Dashboard rendert ohne Live-API\n* keine echten Daten im Repo\n* Git-Safety bleibt sauber\n\n## 10. Abnahmebedingungen\n\nBitte erst als erledigt melden, wenn diese konkreten Punkte funktionieren:\n\n* Ich kann eine USD/EUR-Aktie hinzufügen, ohne manuell FX-Status zu verstehen.\n* FX wird automatisch geholt oder klar als fehlend markiert.\n* Ich kann eine CHF-Position hinzufügen.\n* Ich kann Cash hinzufügen.\n* Aktien-&-ETF-Seite zeigt Preise/Marktwerte, wenn Preisupdate erfolgreich war.\n* Alte Review/Test-ETFs sind weg.\n* Positionen können ausgewählt und zumindest korrigiert/verlaufsmässig geprüft werden.\n* Command Center zeigt Aktien/ETF und Cash korrekt oder klar als unvollständig.\n* Crypto zeigt CoinGecko-Link und optionale Detailinfos aus Cache.\n* Tests grün.\n* Git-Safety OK.\n* Commit und Push erledigt.\n\n## 11. Abschlussbericht\n\nBitte nach Abschluss berichten:\n\n* FX-Automatik funktioniert: ja/nein\n* User muss FX-Status nicht mehr wählen: ja/nein\n* Equity-Preisupdate funktioniert: ja/nein\n* Preis/Marktwert pro Aktien-/ETF-Zeile sichtbar: ja/nein\n* Review/Testpositionen entfernt: ja/nein\n* Cash-Erfassung funktioniert: ja/nein\n* Aktien/ETF-Positionen auswählbar: ja/nein\n* Korrigieren/Verlauf funktionieren: ja/nein\n* Command Center korrigiert: ja/nein\n* CoinGecko-Details ergänzt: ja/nein\n* Tests\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Bugs\n\nWichtig:\nBitte keine weiteren allgemeinen „vorbereitet“-Meldungen. Ich brauche jetzt konkret funktionierende MVP-Workflows."
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      "reasoning": "**Planning for action**\n\nI need to take action and load the necessary skills for finance. My current tasks involve code sprints and possibly using Test-Driven Development (TDD) along with systematic debugging. I should inspect everything carefully and make a to-do list to stay organized. It might feel like a big task, but we have limited resources, so I just need to keep pressing on until everything is complete.",
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      "reasoning_content": "**Planning for action**\n\nI need to take action and load the necessary skills for finance. My current tasks involve code sprints and possibly using Test-Driven Development (TDD) along with systematic debugging. I should inspect everything carefully and make a to-do list to stay organized. It might feel like a big task, but we have limited resources, so I just need to keep pressing on until everything is complete.",
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      "name": "skill_view",
      "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n  hermes:\\n    tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## When to use\\n\\nUse this skill whenever the user asks about the **Finance System – Architektur & Scripts** topic or work involving the user's personal finance-management system: portfolio imports, transaction accounting, Bank/Broker/CSV processing, dashboards, reports, tax/income views, FX logic, market data jobs, alerts, or later implementation.\\n\\nDo **not** use it for pure investment-strategy discussion; those belong in the separate finance strategy topic unless the user explicitly asks for technical implementation.\\n\\n## Core principles\\n\\n1. **No automated trading.** The system may prepare orders and recommendations, but never executes orders or connects to broker trading APIs for execution.\\n2. **Accounting first, opinions later.** MVP must prioritize correct transaction ledger, cash ledger, FX handling, income/tax data, and dashboard before complex scores, news, analyst ratings, or LLM analysis.\\n3. **Rule-based first.** Calculations, scores, alerts, rebalancing and reports must be deterministic and auditable. LLMs may only summarize/explain text or assist extraction with human review.\\n4. **CHF as base currency.** Store every transaction in original currency and CHF using historical FX at transaction/payment date; current valuations use current FX.\\n5. **Financial data secrecy.** Never expose real financial values, portfolio files, raw exports, reports with real numbers, DBs, API keys, or credentials in chat, GitHub, logs, or shared docs unless the user explicitly approves scope.\\n6. **Data ownership.** All data must be exportable: CSV, JSON, Parquet, SQLite/Postgres dump, Markdown/HTML/PDF reports.\\n\\n## Current v0.3 decisions\\n\\nSee `references/spec-v0.2-decisions.md` for the baseline, `references/spec-v0.3-decisions.md` for the priority update, `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint, `references/spec-v0.4.1-corrections.md` for accepted corrections, `references/spec-v0.5-repo-blueprint.md` for the concrete repo/implementation plan, `references/mvp-safety-gate-implementation.md` for the implementation safety-gate sequence and verification commands, `references/mvp-import-pipeline-tasks-9-13.md` for the synthetic CSV import/FX/transaction pipeline pattern, `references/mvp-ledger-cash-wac-positions.md` for cash/WAC/position ledger calculation rules and tests, `references/mvp-crypto-wallet-ledger.md` for crypto wallet/assets/holdings/transfers/buy-sell/fee MVP rules, `references/crypto-xlsx-initial-snapshot-dry-run.md` for the controlled real-file XLSX crypto initial-snapshot dry-run pattern and mapping decisions, `references/crypto-xlsx-initial-snapshot-production-import.md` for productive safe-subset XLSX import operations, compatibility/partial-write recovery, and dashboard correction follow-up, `references/crypto-single-coin-runtime-test.md` for controlled one-coin productive runtime tests and the coin-vs-holding ambiguity guard, `references/multi-wallet-crypto-and-equity-manage-ui.md` for approved multi-wallet single-coin snapshots, SQLite Decimal/TEXT affinity pitfalls, and synthetic-first Equity/ETF Manage UI patterns, `references/crypto-price-refresh-and-idempotent-btc-runtime.md` for robust batch price refresh and re-run-safe BTC/single-coin runtime checks, `references/crypto-runtime-db-consistency-verification.md` for post-import runtime DB consistency checks, exact safe-set verification, dashboard no-live-API testing, and runtime-only report generation, `references/mvp-crypto-manual-management-ui.md` for audited dashboard add/correct/remove crypto holding workflows after an initial snapshot, `references/mvp-market-import-safety-hardening.md` for CoinGecko provider/backoff, CSV importer completion, alert lifecycle, Git-safety and crypto Decimal precision patterns, `references/git-safety-verification-coverage.md` for the verifier-warning workflow and minimum Git-safety test matrix, `references/mvp-streamlit-dashboard.md` for the safe local Streamlit dashboard shell/read-model/testing pattern, `references/mvp-crypto-report-export.md` for local-only crypto report context/export rules, `references/github-token-push-from-drive.md` for the safe Google-Drive-token push workflow when local FinanceManager commits are ahead of GitHub, `references/runtime-backup-and-broker-mapping.md` for runtime DB backup/restore hardening plus PostFinance/True Wealth/Raiffeisen structural mapping/dry-run rules, `references/import-wizard-mapping-layer.md` for the Phase B1 import wizard, instrument/account mapping, review queue, data-quality and read-only safety pattern, `references/broker-parser-dry-run-pipeline.md` for the Phase B2 synthetic broker parser, dry-run, runtime review-item and UI quality-flag pipeline, `references/controlled-real-broker-dry-run.md` for the Phase B3 controlled real-file dry-run pattern with backup, aggregate-only reporting, runtime-only review items, and no productive position writes, and `references/broker-review-queue-hardening.md` for Phase B4 manual review queue filters, auditable mapping actions, import-readiness gating, dry-run session management, and Data Quality Center hardening without productive portfolio writes, and `references/guided-manual-review-pilot.md` for Phase B5 small-scope runtime metadata pilots that move selected review items to `ready_for_import` without productive imports, `references/broker-import-execution-plan-mini-import.md` for Phase B6 final dry-run execution plans plus exactly-one productive broker mini-import, `references/broker-mini-import-regression-and-corrections.md` for post-mini-import regression, void/correction workflows, backup/restore checks, and one-at-a-time follow-up imports, and `references/broker-mini-import-completion-and-dq-consolidation.md` for completing the last ready True-Wealth mini-import plus active-vs-resolved Data Quality alert consolidation, `references/equity-fx-market-data-phase-c.md` for the local FX/market-data foundation after broker mini-imports and before broader Equity/ETF valuation/imports, and `references/true-wealth-valuation-pilot-c2.md` for the True-Wealth valuation pilot safeguards around hedge metadata, provider mappings, historical FX failures, timestamp alignment, corporate-action flags, and aggregate-only runtime reporting, `references/true-wealth-mapping-candidate-review-c3.md` for the controlled mapping-candidate review pattern before any productive Equity/ETF price or FX valuation, `references/instrument-catalog-manual-add-workflow.md` for the general Instrument Catalog + dashboard manual-add workflow that must underpin future Equity/ETF/Crypto adds, and `references/public-instrument-lookup-candidate-generator.md` for runtime-only public metadata lookups, candidate review packs, alert dedupe, and no-auto-selection rules, and `references/mapping-candidate-ranking-decision-pack.md` for ranking raw candidates into a manual-review decision aid, Data Quality alerts, confirmation workflow, and migration pitfalls, and `references/dashboard-user-mode-ux-and-runtime-review.md` for User/Admin dashboard navigation, crypto wallet drilldowns, audited Crypto Manage actions, and runtime-only mapping demotion patterns, and `references/dashboard-functional-ux-stabilization.md` for removing duplicate Streamlit navigation, hiding unfinished User Mode pages, enforcing Read-only/Edit Mode button behavior, and testing explicit-click price/report actions, and `references/dashboard-usability-simplification.md` for the stricter MVP User Mode reduction, calm Command Center, compact Crypto/Wallet pages, direct inline action forms, and disabled-not-fake button rule, and `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md` for adjusted real crypto XLSX completion using CoinGecko IDs plus aggregate-only True Wealth/PostFinance DOCX Equity/ETF dry-run preparation, and `references/equity-docx-instrument-resolver-review-workflow.md` for the controlled Equity/ETF DOCX staging, resolver, review queue, local-Qwen-as-parser-only, and confirmed-only initial-snapshot workflow, `references/manual-equity-etf-entry-wizard.md` for the preferred manual Equity/ETF search/add-position wizard when DOCX imports are too unsafe or not approved, and `references/manual-position-entry-provider-ux.md` for User Mode placement, explicit-click provider lookup, runtime-secret loading, caching, and final verification/push discipline, and `references/equity-etf-provider-integration-openfigi-fmp.md` for the concrete OpenFIGI-first/FMP-second integration pattern, provider merge rules, local-price preview semantics, and `update-equity-prices` workflow, `references/provider-integration-sprint-v2.md` for the multi-provider Free/Fallback pattern covering OpenFIGI/FMP/Finnhub/Twelve Data/Massive/EODHD, explicit-action dashboard semantics, sanitized status/error categories, and low-volume EODHD handling, and `references/provider-secret-auth-debugging.md` for targeted runtime-secret/provider-auth debugging when keys are present but OpenFIGI/FMP smoke tests fail, and `references/mvp-freeze-zwischenbericht-abnahme.md` for the MVP-freeze Zwischenbericht/Abnahmeplan pattern after an accepted implementation sprint, and `references/mvp-dashboard-workflow-regressions.md` for MVP dashboard regression coverage around cached FX, Cash wizard writes, explicit-click Equity/Crypto price refresh, Crypto cache-detail UX, runtime cleanup archives, and authenticated push verification. Key decisions:\\n\\n- Platform/account views: Raiffeisen, PostFinance, True Wealth, Crypto-Coins, plus Gesamtansicht.\\n- Existing Google Drive files under `Finanzen/01 Aktueller Stand Portfolios` are **initial-snapshot reality checks**, not full ledgers.\\n- MVP means the smallest useful first version: correct data foundation, ledger, CHF/FX logic, platform views, crypto inventory, watchlist, reports, workflows and audit log.\\n- Stock/ETF tax documents are downgraded: optional reference/control module and dividend/distribution transparency, not MVP 1 and not a complete tax dossier replacement.\\n- Crypto inventory is promoted to MVP 1: wallet/platform-level holdings, Crypto PDF, CoinGecko valuation, stale-price warnings and manual verification.\\n- Crypto snapshot values are stale; use quantities only and recalculate current values via CoinGecko later.\\n- MVP dashboard recommendation: Streamlit + SQLite + SQLAlchemy/Pandas/Plotly; later migrateable to FastAPI + React/PostgreSQL.\\n- MVP inputs: manual dashboard entry, standard CSV import/export, later broker/bank export import. No direct broker integrations initially.\\n- Telegram crypto buys/sells/transfers should be parsed as pending transactions and only saved after explicit confirmation.\\n- Every portfolio or crypto change must create a History/Audit entry.\\n\\n## Required data model areas\\n\\nAt minimum design for:\\n\\n- `platforms`, `accounts`, `instruments`\\n- `transactions` with original currency and CHF fields\\n- `cash_ledger`\\n- derived `positions_current`\\n- `dividends_distributions`\\n- `market_prices`, `fx_rates`\\n- `watchlist_items`\\n- `alerts`\\n- `decision_journal`\\n- `reports`\\n- `data_quality_issues`\\n\\n## CSV/import rules\\n\\n- For broker/bank imports (PostFinance, True Wealth, Raiffeisen), build the safe review layer before productive imports: Import Wizard, instrument mappings, platform/account mappings, dry-run summaries, Manual Review Queue, Data Quality Center and visible read-only/write-enabled state. Follow `references/import-wizard-mapping-layer.md`. When wiring parser output into the wizard, use the synthetic-first parser/dry-run/review-item pipeline in `references/broker-parser-dry-run-pipeline.md`. After explicit approval for real-file dry-runs, follow `references/controlled-real-broker-dry-run.md`: preflight, verified runtime backup, temp-only file handling, aggregate-only reporting, runtime-only review items, and verification that productive positions/ledger rows stayed unchanged. For DOCX portfolio extracts from True Wealth/PostFinance, follow `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md`: use structural/masked parsing only, count field coverage and mapping status, treat ticker-without-exchange as review-needed, and stop before productive import. If the DOCX dry run shows low ISIN coverage/no cost basis/no transaction history or the user withholds final import approval, switch to `references/equity-docx-instrument-resolver-review-workflow.md`: create `instrument_import_candidates`-style staging, use local Qwen only as an assistive parser if available, classify ticker-only rows as `needs_manual_review`, expose a Mapping Review Queue, and import only later from `confirmed` candidates after explicit approval. If the user rejects productive DOCX import or wants direct manual control, follow `references/manual-equity-etf-entry-wizard.md`: make the main path an audited portfolio-app-style search/add-position wizard with explicit candidate selection, no live API on render, no ticker-only auto-selection, hidden technical IDs in User Mode, cost-basis/FX quality alerts, and audit-log writes. When the user asks to make real dry-run results manually editable, follow `references/broker-review-queue-hardening.md`: add filters/detail views, auditable review-metadata actions, per-item/session import-readiness status, dry-run session management, and Data Quality Center counts while keeping productive portfolio writes disabled. For a guided manual-review pilot on real runtime items, follow `references/guided-manual-review-pilot.md`: select 1–3 clear ETF/equity items (prefer True Wealth), write only audited review metadata, correct only presence booleans if needed, derive `ready_for_import` via readiness logic, and verify productive tables remain unchanged. Before the first productive broker position import, follow `references/broker-import-execution-plan-mini-import.md`: create runtime-only execution plans from the ready review items, validate exact Decimal-text payloads from the runtime source, preserve missing FX/cost-basis quality flags, then import exactly one ledger `initial_position_snapshot` after a verified backup; do not write `positions_snapshot` as the source of truth. After the first mini-import and before broader imports, follow `references/broker-mini-import-regression-and-corrections.md`: verify import links/audit/Decimal handling/re-import blocking, add or test safe void/correction flows, run backup/restore-to-test-DB regression, and only then optionally import one more ready plan. When the user approves finishing a remaining small set, follow `references/broker-mini-import-completion-and-dq-consolidation.md`: first disambiguate active vs resolved stale crypto alerts with `check-data-quality --scope crypto --resolve-fixed`, then import exactly one remaining ready execution plan after backup/verify, and consolidate Review Queue/Data Quality counts without exposing values.\\n- Do not pivot into later analytics modules while the user has asked for import/mapping hardening. Monte Carlo, backtesting, rebalancing, scores, heatmaps and projections are later phases unless explicitly re-authorized.\\n- Use a canonical CSV format before broker-specific importers.\\n- Imports must be idempotent via external transaction ID or row hash.\\n- Importers must separate dry-run and commit modes, collect validation errors explicitly, and always create an `import_sessions` record even for dry runs or failed imports.\\n- Import results should classify rows as new, existing, duplicate, or failed; do not rely on `INSERT OR IGNORE` as the only duplicate-detection mechanism.\\n- Row hashes must be stable and deterministic: normalize key order, whitespace, and `None` versus empty strings while leaving domain-specific canonicalization to the importer.\\n- If a source file has only current holdings and no full history, import it as `initial_position_snapshot` / `initial_cash_snapshot`, not fake historical buys.\\n- Missing historic FX, fees, taxes, dates, investment case, target weights, or dividend details must be flagged as data-quality gaps.\\n\\n## FX and return rules\\n\\nFor foreign currency assets, always distinguish:\\n\\n- price/security performance in original currency\\n- FX effect to CHF\\n- realized P&L\\n- unrealized P&L\\n- dividends/distributions/income\\n- fees and taxes\\n- Total Return in CHF\\n\\nEvery transaction/income event needs:\\n\\n- original amount and currency\\n- historical FX rate to CHF, or explicit `fx_status=missing` with a critical data-quality alert\\n- FX source and timestamp\\n- CHF equivalent at event date when FX is known\\n\\nManual FX overrides require a non-empty note and an audit-log entry.\\n\\n## Ledger calculation rules\\n\\n- Cash after system start must be calculated from `transactions`; `cash_balances` is only a snapshot/cache/control view.\\n- `initial_cash_snapshot` and `initial_position_snapshot` are explicit starting truths, not fabricated historical trades.\\n- Implement Weighted Average Cost as the MVP internal performance method: buy fees increase cost basis, partial sells remove proportional cost basis, realized P&L is calculated against average cost, full sells zero remaining quantity/cost basis, and dividends do not alter quantity or cost basis.\\n- WAC is not tax-complete; do not add FIFO/LIFO/tax-lot logic in MVP 1, but keep transaction granularity so it can be added later.\\n- Position calculations must keep zero-quantity historical positions visible when sale history exists.\\n- Missing market price or FX must degrade data quality and suppress precise Total Return CHF rather than inventing a value.\\n- Before productive dashboard use, add alert deduplication per rule/entity/date.\\n- Market-FX for non-CHF market prices belongs to the later Market/FX provider block.\\n\\n## Crypto MVP rules\\n\\n- Crypto inventory is MVP-critical but must remain dummy-first until mapper/dry-run layers are ready; do not touch real coin/wallet files during core implementation. After explicit user approval, real files may be read only from temp/runtime for controlled dry runs using `references/crypto-xlsx-initial-snapshot-dry-run.md`; report only aggregate counts/labels and never quantities or values. Productive safe-subset imports require a second explicit approval and must follow `references/crypto-xlsx-initial-snapshot-production-import.md`: external runtime DB only, no real CSV/XLSX/reports/DBs in Git, Git-safety before/after, import-session + audit-log creation, and aggregate-only reporting. When the user supplies an adjusted real crypto workbook with CoinGecko IDs for missing/previously skipped assets, follow `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md`: detect the actual structure first, validate IDs against CoinGecko metadata, import only clear missing asset/holding subsets after verified backup, preserve Decimal/Text quantities, ignore legacy CHF values, and delete temporary source files.\\n- Wallet names must be unique; wallet addresses are optional and must not appear in tests/fixtures.\\n- Validate wallet type against: Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- CoinGecko ID is strongly recommended but not hard-required; missing ID creates a data-quality warning and blocks reliable valuation.\\n- Crypto symbols are not globally unique; symbol conflicts require warning/manual selection, never silent merging.\\n- Initial crypto holdings are confirmed snapshots by wallet+asset. Store legacy values for provenance/control only, never current valuation.\\n- Crypto holdings should be calculated/controlled from initial snapshots plus crypto transactions, not silently overwritten.\\n- Crypto transfers require different source/target wallets, quantity > 0, and same asset; coin fees reduce source-wallet balance.\\n- Negative wallet balances should be blocked in MVP and produce a critical alert unless a future explicit correction workflow is implemented.\\n- Crypto buys/sells with fiat impact must create/reference general ledger transactions via `source_type='crypto'`/`source_id` so cash remains ledger-consistent.\\n- Fiat fees should be ledger fees when unambiguous; avoid double counting when a fee is already embedded in sell net proceeds.\\n- Unknown fee currency creates a data-quality warning instead of invented accounting.\\n- Crypto Cost Basis/WAC is not required for MVP 1; MVP 1 prioritizes crypto holdings, wallet structure, current valuation, reports and audit.\\n- Crypto report context/export must be renderer-neutral and local-only: build from SQLite, aggregate by coin and wallet, use local cached prices only, preserve Decimal/Text values, ignore legacy snapshot values for current valuation, include data-quality warnings, and write generated files only to the external runtime reports directory.\\n- Crypto PDF export should be optional-dependency tolerant: prefer PDF when a renderer is available, otherwise fall back to HTML/Markdown with a clear warning while still recording report metadata and audit.\\n- After productive real-data crypto imports, run the post-import runtime verification in `references/crypto-runtime-db-consistency-verification.md`: exact safe-set membership checks, aggregate-only counts, audit/import-session traceability, dashboard render with no live API, runtime-only report generation, and Git-safety before/after.\\n- Manual dashboard additions/corrections/removals after an initial snapshot must follow `references/mvp-crypto-manual-management-ui.md`: no silent `crypto_holdings` mutation, explicit confirmation, mandatory notes for adjustments/removals, audit-log entries with old/new values, Decimal/TEXT quantity handling, no negative holdings, and no live API lookup during render. For dashboard UX/read-model work, also follow `references/dashboard-user-mode-ux-and-runtime-review.md`: split User Mode from Admin/Review/Debug, aggregate coins across wallets, hide technical IDs in normal views, keep cached-price semantics explicit, and make Crypto Manage actions audited workflows rather than raw table edits.\\n- Crypto tax logic, tax lots, FIFO/LIFO and detailed cost basis are later modules.\\n- Keep crypto assets separate from `instruments` for MVP 1, but later evaluate a shared Asset Master if it improves reporting, performance views or watchlists.\\n\\n## Income/tax rules\\n\\nFor dividends and ETF distributions, separately store:\\n\\n- gross dividend/distribution\\n- Swiss withholding tax 35%\\n- foreign withholding tax\\n- other tax/withholding if present\\n- net amount\\n- original currency\\n- historic FX to CHF\\n- gross/net CHF equivalents\\n- platform/account\\n- ISIN/ticker\\n- payment date\\n- ex-dividend date if available\\n\\nPlan later ESTV/ICTax support for Swiss year-end values and tax reports, but label outputs as technical reports, not tax advice.\\n\\n## Market-data rules\\n\\n- Dashboard reads primarily from local DB, not directly from APIs on page load.\\n- For Equity/ETF FX and market-data hardening after broker mini-imports, follow `references/equity-fx-market-data-phase-c.md`: validate active `missing_fx` alerts by original transaction currency first, correct only CHF false positives with audit, keep foreign-currency missing-FX alerts active until local historical rates exist, use ISIN as instrument identity and provider symbols only as market-data mappings, and run market-price providers only from explicit CLI/scheduled jobs.\\n- For the True-Wealth valuation pilot, follow `references/true-wealth-valuation-pilot-c2.md`: do not import more positions, do not guess provider symbols or hedge status, extend instrument metadata for currency hedging/status/valuation policy/corporate-action state, handle historical-FX paywalls as `manual_override_required` without crashing, align price/FX timestamps before claiming valuation precision, and report only aggregate runtime counts.\\n- For True-Wealth mapping-candidate review after the valuation pilot, follow `references/true-wealth-mapping-candidate-review-c3.md`: create runtime-only provider-symbol candidates keyed by ISIN/instrument, keep name-only or ticker-without-exchange candidates review-required, mark multiple candidates `needs_manual_review`, do not auto-select final mappings on ambiguity, keep hedge/instrument status unknown until confirmed, and ensure market-price dry runs call no provider when there are zero confirmed mappings. For public metadata lookup implementation details, provider result caps, OpenFIGI/Yahoo evidence handling, alert dedupe, runtime-only review templates, and UI/test requirements, use `references/public-instrument-lookup-candidate-generator.md`. For ranking/scoring candidates, generating a runtime-only user decision pack, surfacing `candidate_review_required` and same-ISIN multiple-listing risks, and confirming/rejecting candidates with audit logs, use `references/mapping-candidate-ranking-decision-pack.md`.\\n- For the broader Instrument Catalog + manual-add workflow, follow `references/instrument-catalog-manual-add-workflow.md`: documents/import files are initial-population aids, but the dashboard must allow audited manual add of equities/ETFs and later coins via search, candidate selection, account/wallet selection, Decimal/Text quantity, date, cost-basis/snapshot info and notes. ISIN is primary for equities/ETFs but can have multiple listings; ticker/symbol alone is never unique; provider symbols are market-data mappings only; CoinGecko ID is primary for crypto provider identity. External lookups may use only non-confidential instrument metadata and must never send quantities, balances, account/wallet IDs, cost basis, private notes or source documents. If DOCX/Broker import is not approved or structurally weak, use `references/manual-equity-etf-entry-wizard.md` as the preferred user path: search on explicit click, show candidates, require conscious selection, allow warned manual creation, then review/confirm an audited initial snapshot or transaction. For the concrete Dashboard/User-Mode implementation pattern, provider order (local/OpenFIGI/FMP/Finnhub/manual), runtime `.env` secret lookup, provider-result caching, and final compile/test/Git-safety/commit/push discipline, also follow `references/manual-position-entry-provider-ux.md` and `references/equity-etf-provider-integration-openfigi-fmp.md`. For multi-provider hardening across OpenFIGI/FMP/Finnhub/Twelve Data/Massive/EODHD, follow `references/provider-integration-sprint-v2.md`: support all documented secret aliases including `TWELVEDATA_API_KEY`, keep FMP primary, use Twelve/Finnhub/Massive as fallback, keep EODHD explicit low-volume only, sanitize status/error output, and ensure dashboard status uses non-probing render mode. If provider smoke tests report missing candidates or unreachable providers despite keys being stored, first follow `references/provider-secret-auth-debugging.md`: verify runtime secret loading without printing values, classify 401/403 as `auth_failed` rather than generic reachability failure, and improve status diagnostics before adding features.\\n- First Streamlit MVP should be a safe, local, read-first shell over SQLite with explicit synthetic demo DB creation only; page render functions must not call CoinGecko/market APIs, and tests should prove that by monkeypatching provider methods to fail.\\n- Functional UX stabilization work must prioritize making the existing dashboard genuinely usable before adding more pages. Follow `references/dashboard-functional-ux-stabilization.md`: use one navigation system, move executable page modules out of Streamlit `pages/` when using a custom router, hide unfinished pages from User Mode, replace text-link/fake actions with real buttons or disabled controls, enforce session-based Edit Mode for writes, keep IDs/debug notes out of User Mode, and test price/report provider calls happen only on explicit clicks. If the user says the dashboard is still too busy or prototype-like, follow `references/dashboard-usability-simplification.md`: reduce User Mode to only currently useful pages, keep the Command Center calm, avoid misleading `CHF 0.00` Equity/ETF displays when valuation is incomplete, make Crypto the primary MVP surface, and ensure every visible button either works immediately, opens an inline form, or is disabled with a reason. For regression hardening after manual-position/provider work, also follow `references/mvp-dashboard-workflow-regressions.md`: cache-first historical FX, audited Cash wizard writes, explicit-click Equity/ETF and Crypto refreshes, no live API on render, User Mode cache-source labels without raw IDs, and manifest-based runtime cleanup.\\n- Use scheduled jobs to update prices/FX/news.\\n- Store provider, timestamp, quality status and freshness for every price/FX point.\\n- Implement caching, local historical storage, batch requests where possible, provider rate-limit queues, and backoff on HTTP 429.\\n- CoinGecko integrations must be mockable and unit-tested without real API calls; treat HTTP 429 as non-fatal and return a non-fresh data-quality status plus alert after configured retries.\\n- Crypto price refresh belongs in CLI/scheduled-job commands, not dashboard/report rendering. Prefer CoinGecko batch requests over per-coin requests; expose conservative controls (`--sleep-seconds`, `--max-retries`, `--initial-backoff`, `--max-backoff`, `--only-missing`, `--only-stale`, `--only-symbol`, `--limit`, `--dry-run`, `--currency`). Commands should use aggregate-only output (`total_assets/updated/cached/skipped/stale/warnings/errors/assets_still_missing_local_price`), cache by configurable `max_age_seconds`, store exact Decimal prices as TEXT in `crypto_prices`, and verify dashboard/report contexts read local prices with `live_api_calls=False`. For details and tests see `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- After an accepted sprint, respect an explicit MVP freeze: do not add providers or large features; write/update the sanitized repo report and acceptance checklist, verify with compile/tests/Git-safety, commit/push, and prepare the next real end-to-end runtime test. See `references/mvp-freeze-zwischenbericht-abnahme.md`.\\n- Candidate providers: Finnhub, Financial Modeling Prep, Twelve Data, Stooq, Alpha Vantage selectively, Yahoo Finance fallback only; CoinGecko for crypto; later DefiLlama; ESTV/ICTax for Swiss tax values.\\n\\n## Crypto Decimal precision rules\\n\\nSQLite has no exact native DECIMAL. In the crypto context, store quantities, prices, crypto fees and valuation-relevant amounts as exact Decimal strings (`TEXT`) and compute with Python `Decimal`. Never convert crypto quantity/price/fee/valuation through float/REAL. Format Decimal writes with `format(value, \\\"f\\\")` so small quantities such as `0.00000001` do not become scientific notation. CSV importers must validate Decimal strings, and tests should assert high-precision preservation plus SQLite text storage. For multi-wallet real-data snapshots and Equity/ETF ledger fields, also see `references/multi-wallet-crypto-and-equity-manage-ui.md`; SQLite `NUMERIC` affinity can coerce Decimal-looking text to `real`, so schema/migrations should use `TEXT` for exact quantities, FX rates, original amounts and CHF equivalents where precision matters.\\n\\n## Alert lifecycle rules\\n\\nAlerts must be deduplicated and lifecycle-aware before dashboards run repeated calculations. Use a dedup key from `rule_id`, `entity_type`, `entity_id`, `priority` and an error fingerprint. Alerts should carry `status` (`active`, `resolved`, `muted`), `resolved_at`, optional `muted_until`, `last_seen_at`, `occurrence_count`, `fingerprint` and `dedup_key`. Re-seeing an identical active/resolved/muted alert should update `last_seen_at`/`occurrence_count` rather than create a new active row; changed fingerprints may create a new alert.\\n\\n## Git/GitHub safety\\n\\nCode/scripts/docs may be stored in a private Git repo, but never commit financial data. Use the `github-repo-management` skill and its `references/sensitive-code-backup.md` guidance.\\n\\nMinimum `.gitignore` for finance repos must block `data/`, `reports/`, `exports/`, `backups/`, DB files, spreadsheets, PDFs, DOCX, raw CSV/JSON, `.env`, tokens, credentials and client secrets. Only synthetic examples under `examples/` are acceptable.\\n\\n## MVP implementation safety gate\\n\\nBefore any real broker/bank/portfolio/crypto data is imported, build and verify the safety foundation described in `references/mvp-safety-gate-implementation.md`: repo skeleton, `.gitignore`, `.env.example`, runtime outside repo, settings validation, SQLite schema, synthetic fixtures, audit log, CSV dry-run, duplicate protection, and Git-safety scan. Run the safety scan before staging, committing, or pushing. If GitHub credentials are needed from Drive, use them only in a temporary location and never echo token values.\\n\\n- Before broader productive imports, implement or verify the runtime backup loop in `references/runtime-backup-and-broker-mapping.md`: backup outside Git, SHA256 verification, restore requiring explicit confirmation, tests for backup/restore/checksum, and Git-safety coverage that blocks backup artifacts in the repo. For PostFinance/True Wealth/Raiffeisen, perform structural mapping and dry-runs only until the user approves import; report aggregate counts/field coverage/quality flags only, never real values or raw rows. If backup CLI output is too terse to evidence the backup path/checksum, call `jarvis_finance.runtime.backup.backup_runtime_db(...)` and `verify_backup(...)` directly and report only path-existence/outside-repo/checksum status, not DB contents.\\n\\n## Common pitfalls\\n\\n- Starting later analytics (Monte Carlo, backtesting, rebalancing, scoring, heatmaps, projections) while import/mapping/data-quality phases are still being hardened or while the user explicitly asked to postpone them.\\n- Treating a holdings snapshot as a real transaction history.\\n- Mixing price P&L and FX P&L.\\n- Letting dashboard refreshes hammer APIs.\\n- Committing realistic sample data to Git because the repo is private. Private GitHub is not a financial data vault.\\n- Showing real portfolio values back to the user unnecessarily in summaries.\\n- Designing Git-safety scans that block source package names like `src/.../imports` or `src/.../reports`; block top-level runtime/data directories instead.\\n- In broker/bank real-file dry-runs, aggregating Data Quality flags only for `review_status='open'`. Blocked review items are still actionable data-quality issues; include `open` and `blocked` so defensive Raiffeisen aggregate-only rows remain visible.\\n- Letting manual review actions blur into productive import actions. Review-metadata writes (ISIN/ticker/exchange/account/instrument confirmations, ignore/resolve, dry-run archive/current status) may be allowed with audit logs, but they must not write `positions_snapshot`, `transactions`, `cash_balances`, ledger rows, or cash snapshots. Name-only mapping must never become `mapped`/`ready_for_import`; ticker-only without exchange remains review-needed; `aggregate_only` remains blocked for instrument import. In guided pilots, do not force `ready_for_import` by direct status edits; let readiness logic derive it after audited metadata actions, and if parser presence flags were missed, correct only boolean presence metadata with an audit event, never actual quantities/values.\\n- Skipping the execution-plan layer between ready review items and productive broker imports. A final dry-run should materialize runtime-only execution plans with source row hash, target IDs, exact Decimal-text payload summary, quality flags and planned write status. Productive mini-imports should consume exactly one planned ready payload, write exactly one ledger `initial_position_snapshot`, mark that plan/review item imported, leave the other ready plans untouched, and verify zero direct `positions_snapshot`/cash writes. After the first productive mini-import, do not proceed straight to mass import: run regression checks, implement/test void and correction audit paths, verify backup/restore to a separate test DB, and import at most one additional ready plan. When later completing the final ready plan, first resolve Data Quality alert ambiguity by counting only active alerts (`status='active'`) and treating resolved rows as history; then import exactly one plan and consolidate counts. See `references/broker-import-execution-plan-mini-import.md`, `references/broker-mini-import-regression-and-corrections.md`, and `references/broker-mini-import-completion-and-dq-consolidation.md`.\\n- Running compile/tests before Git-safety and forgetting generated `__pycache__`; remove or ignore generated caches before safety scans. `pytest` may recreate `.pytest_cache`, so remove `__pycache__`/`.pytest_cache` again after test execution and before `git-safety-scan`.\\n- Treating every active `missing_fx` alert after a broker mini-import as a bug. First aggregate by original currency: CHF rows may be false positives (`fx=1`, `not_needed`, resolve with audit), but foreign-currency rows without local historical FX should remain active and block precise CHF valuation until rates are populated.\\n- Auto-mapping Equity/ETF market prices by instrument name or ticker alone. ISIN is the instrument identity, but one ISIN can have multiple listings across exchange/currency, so even ISIN matches may need candidate selection. Provider symbols are separate market-data mappings, ticker without exchange is review-needed, and missing provider symbols should create deduplicated Data Quality alerts rather than triggering provider guesses. For mapping-candidate phases, candidate creation is allowed in the runtime DB, but final selection must remain manual/audited unless the user explicitly approves and the match is unambiguous. Public lookup endpoints can return dozens of listings; cap result sets, dedupe active mapping alerts by rule/entity, and do not treat search-fallback results as ISIN-confirmed unless the provider response supplies ISIN evidence.\\n- Designing future portfolio entry as import-file-only. Imports/documents are for initial population and existing holdings; the system must also support dashboard manual add/search workflows with audited ledger writes, explicit candidate selection, Decimal/Text quantities, required notes where history is incomplete, and no silent overwrites. If the user says DOCX/Broker files are too unsafe or not approved, stop the productive import path and pivot to the manual Equity/ETF wizard in `references/manual-equity-etf-entry-wizard.md`; keep the review queue optional/admin-only, ensure manual-entry broker accounts exist, and do not expose technical IDs in User Mode. The manual entry path must be visible in normal User Mode (e.g. `Position hinzufügen`) with Command Center routing; provider lookup must be explicit-click only, cache results locally, load provider keys from runtime secrets, and degrade missing keys to warnings. See `references/instrument-catalog-manual-add-workflow.md` and `references/manual-position-entry-provider-ux.md`.\\n- Letting an Equity/ETF market-price dry run call providers when no confirmed mappings exist. The safe outcome is `total_mappings=0`, no provider calls, and aggregate reporting only.\\n- For valuation pilots on historical broker snapshots, treating a computable current market value as a clean performance result. `snapshot_only`, `cost_basis_uncertain`, missing hedge confirmation, missing historical FX, stale price/FX timestamp alignment, or suspected corporate actions must keep valuation `partially_valuable` or suppress precise Total Return until reviewed.\\n- Inferring CHF-hedged ETF behavior from the name alone. Hedge status is methodology-critical: unknown status should create a warning/review item; confirmed CHF hedging must prevent naive free FX-PnL attribution.\\n- Crashing or blocking on historical-FX provider paywalls. Persist `manual_override_required`, create deduplicated alerts, keep the flow moving, and require a noted audited manual override instead of guessing latest FX.\\n- Productive real-data imports can partially write before surfacing schema/importer compatibility issues. Do not rerun blindly or dump row-level data; inspect aggregate counts and unique identifiers needed for idempotency, patch/complete via missing-only inserts, then verify committed import session, audit log, Git clean and Git-safety OK.\\n- In controlled one-coin runtime tests from a real XLSX, distinguish **one coin/asset** from **one holding/wallet row**. A coin may be split across multiple wallet columns; if the user required an unambiguous target wallet or one holding, stop and ask rather than choosing a wallet silently. If the user explicitly approves multi-wallet import for that coin, import exactly one asset plus one audited holding per non-empty approved wallet cell; verify aggregate counts only. If re-running a BTC/single-coin test finds the exact approved asset and holdings already present, do not import duplicates; perform the aggregate-only idempotency checks and report that asset/holding counts did not increase because duplicate prevention succeeded. See `references/crypto-single-coin-runtime-test.md`, `references/multi-wallet-crypto-and-equity-manage-ui.md`, and `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- After productive crypto imports, do a separate aggregate-only consistency pass before building new features: DB/runtime outside repo, exact safe-subset membership, no duplicate/negative/orphan holdings, correct snapshot date, null legacy-value fields when ignored, import sessions committed, holding-level audit traces present, dashboard local-read/no-live-API verified, and report generated only under runtime reports.\\n- Letting a dashboard correction UI mutate crypto holdings directly. Add/remove/edit operations must become audited transactions or `manual_adjustment` events with mandatory notes where appropriate; preserve history instead of silently overwriting balances.\\n- Letting normal dashboard pages become technical raw-table dumps. For this user's Finance dashboard, implement an Alltag/User Mode that hides internal IDs/provider internals and presents aggregate, actionable read models; keep raw identifiers, candidate details and audit/debug fields in Admin/Review/Data Quality views. See `references/dashboard-user-mode-ux-and-runtime-review.md`.\\n- Treating Streamlit dashboard UX stabilization as a chance to build more modules. When the user complains about prototype feel, first eliminate duplicate navigation, empty User Mode pages, fake/text buttons, unclear Read-only/Edit state, and raw technical IDs. Keep unfinished pages in Admin/Debug or hide them; every visible button must work, prefill a real workflow, or be disabled with a reason. See `references/dashboard-functional-ux-stabilization.md` and `references/dashboard-usability-simplification.md`.\\n- Letting an accepted sprint half-finished because the next feature is tempting. If cleanup, final tests, Git-safety, commit, and push are still missing, finish those in order before starting new work. Remove `.pytest_cache`/`__pycache__` before and after tests, then run Git-safety, `git diff --check`, verify clean status, commit, push, and fetch/update `origin/main` to prove sync. See `references/dashboard-usability-simplification.md`.\\n- Breaking an explicit MVP freeze by adding more providers/features after the user accepted the sprint. In freeze mode, produce the sanitized Zwischenbericht/Abnahmeplan, separate implemented vs not-finished vs risks, include concrete user acceptance checklists, and run the same verification/push discipline as code changes. 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Use masked structural flags and aggregate counts only; real position names/values/quantities stay out of chat/log summaries.\\n- Counting ticker-like tokens from DOCX as confirmed Equity/ETF mappings. Without ISIN plus exchange/provider confirmation, mappings are `probable` or `needs_manual_review`, not productive-import ready.\\n- Treating low-confidence Equity/ETF DOCX extraction as enough for import. If most positions lack ISIN, cost basis or transaction history, build/operate a staging resolver and Mapping Review Queue first. Ticker-only rows stay `needs_manual_review`; local Qwen may help extract candidates but must not decide mappings or write ledger rows. See `references/equity-docx-instrument-resolver-review-workflow.md`.\\n- Treating verifier/file-mutation warnings as either automatically true or automatically false. Check the exact commit with `git show --name-status --patch <commit> -- <file>`, then separately verify whether the test matrix actually covers the promised cases.\\n- Treating provider lookup smoke-test failures as simple `not reachable` / `no candidates` when runtime keys exist. Follow `references/provider-secret-auth-debugging.md`: confirm the runtime secret file is loaded without printing values, verify OpenFIGI uses `X-OPENFIGI-APIKEY` header and FMP uses `apikey`, split network reachability from provider auth, and classify HTTP 401/403 as `auth_failed`, 429 as `rate_limited`, empty 2xx as `no_results`, and DNS/timeout as `network_error`. Do not start a new feature block until the secret/auth diagnosis is resolved.\\n- Letting multi-provider market-data integration become implicit dashboard behavior or an API-call spray. 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      "content": "{\"success\": true, \"name\": \"test-driven-development\", \"description\": \"TDD: enforce RED-GREEN-REFACTOR, tests before code.\", \"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: test-driven-development\\ndescription: \\\"TDD: enforce RED-GREEN-REFACTOR, tests before code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n  hermes:\\n    tags: [testing, tdd, development, quality, red-green-refactor]\\n    related_skills: [systematic-debugging, writing-plans, subagent-driven-development]\\n---\\n\\n# Test-Driven Development (TDD)\\n\\n## Overview\\n\\nWrite the test first. Watch it fail. Write minimal code to pass.\\n\\n**Core principle:** If you didn't watch the test fail, you don't know if it tests the right thing.\\n\\n**Violating the letter of the rules is violating the spirit of the rules.**\\n\\n## When to Use\\n\\n**Always:**\\n- New features\\n- Bug fixes\\n- Refactoring\\n- Behavior changes\\n\\n**Exceptions (ask the user first):**\\n- Throwaway prototypes\\n- Generated code\\n- Configuration files\\n\\nThinking \\\"skip TDD just this once\\\"? Stop. That's rationalization.\\n\\n## The Iron Law\\n\\n```\\nNO PRODUCTION CODE WITHOUT A FAILING TEST FIRST\\n```\\n\\nWrite code before the test? Delete it. Start over.\\n\\n**No exceptions:**\\n- Don't keep it as \\\"reference\\\"\\n- Don't \\\"adapt\\\" it while writing tests\\n- Don't look at it\\n- Delete means delete\\n\\nImplement fresh from tests. Period.\\n\\n## Red-Green-Refactor Cycle\\n\\n### RED — Write Failing Test\\n\\nWrite one minimal test showing what should happen.\\n\\n**Good test:**\\n```python\\ndef test_retries_failed_operations_3_times():\\n    attempts = 0\\n    def operation():\\n        nonlocal attempts\\n        attempts += 1\\n        if attempts < 3:\\n            raise Exception('fail')\\n        return 'success'\\n\\n    result = retry_operation(operation)\\n\\n    assert result == 'success'\\n    assert attempts == 3\\n```\\nClear name, tests real behavior, one thing.\\n\\n**Bad test:**\\n```python\\ndef test_retry_works():\\n    mock = MagicMock()\\n    mock.side_effect = [Exception(), Exception(), 'success']\\n    result = retry_operation(mock)\\n    assert result == 'success'  # What about retry count? Timing?\\n```\\nVague name, tests mock not real code.\\n\\n**Requirements:**\\n- One behavior per test\\n- Clear descriptive name (\\\"and\\\" in name? Split it)\\n- Real code, not mocks (unless truly unavoidable)\\n- Name describes behavior, not implementation\\n\\n### Verify RED — Watch It Fail\\n\\n**MANDATORY. Never skip.**\\n\\n```bash\\n# Use terminal tool to run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n```\\n\\nConfirm:\\n- Test fails (not errors from typos)\\n- Failure message is expected\\n- Fails because the feature is missing\\n\\n**Test passes immediately?** You're testing existing behavior. Fix the test.\\n\\n**Test errors?** Fix the error, re-run until it fails correctly.\\n\\n### GREEN — Minimal Code\\n\\nWrite the simplest code to pass the test. Nothing more.\\n\\n**Good:**\\n```python\\ndef add(a, b):\\n    return a + b  # Nothing extra\\n```\\n\\n**Bad:**\\n```python\\ndef add(a, b):\\n    result = a + b\\n    logging.info(f\\\"Adding {a} + {b} = {result}\\\")  # Extra!\\n    return result\\n```\\n\\nDon't add features, refactor other code, or \\\"improve\\\" beyond the test.\\n\\n**Cheating is OK in GREEN:**\\n- Hardcode return values\\n- Copy-paste\\n- Duplicate code\\n- Skip edge cases\\n\\nWe'll fix it in REFACTOR.\\n\\n### Verify GREEN — Watch It Pass\\n\\n**MANDATORY.**\\n\\n```bash\\n# Run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n\\n# Then run ALL tests to check for regressions\\npytest tests/ -q\\n```\\n\\nConfirm:\\n- Test passes\\n- Other tests still pass\\n- Output pristine (no errors, warnings)\\n\\n**Test fails?** Fix the code, not the test.\\n\\n**Other tests fail?** Fix regressions now.\\n\\n### REFACTOR — Clean Up\\n\\nAfter green only:\\n- Remove duplication\\n- Improve names\\n- Extract helpers\\n- Simplify expressions\\n\\nKeep tests green throughout. Don't add behavior.\\n\\n**If tests fail during refactor:** Undo immediately. Take smaller steps.\\n\\n### Repeat\\n\\nNext failing test for next behavior. One cycle at a time.\\n\\n## Why Order Matters\\n\\n**\\\"I'll write tests after to verify it works\\\"**\\n\\nTests written after code pass immediately. Passing immediately proves nothing:\\n- Might test the wrong thing\\n- Might test implementation, not behavior\\n- Might miss edge cases you forgot\\n- You never saw it catch the bug\\n\\nTest-first forces you to see the test fail, proving it actually tests something.\\n\\n**\\\"I already manually tested all the edge cases\\\"**\\n\\nManual testing is ad-hoc. You think you tested everything but:\\n- No record of what you tested\\n- Can't re-run when code changes\\n- Easy to forget cases under pressure\\n- \\\"It worked when I tried it\\\" ≠ comprehensive\\n\\nAutomated tests are systematic. They run the same way every time.\\n\\n**\\\"Deleting X hours of work is wasteful\\\"**\\n\\nSunk cost fallacy. The time is already gone. Your choice now:\\n- Delete and rewrite with TDD (high confidence)\\n- Keep it and add tests after (low confidence, likely bugs)\\n\\nThe \\\"waste\\\" is keeping code you can't trust.\\n\\n**\\\"TDD is dogmatic, being pragmatic means adapting\\\"**\\n\\nTDD IS pragmatic:\\n- Finds bugs before commit (faster than debugging after)\\n- Prevents regressions (tests catch breaks immediately)\\n- Documents behavior (tests show how to use code)\\n- Enables refactoring (change freely, tests catch breaks)\\n\\n\\\"Pragmatic\\\" shortcuts = debugging in production = slower.\\n\\n**\\\"Tests after achieve the same goals — it's spirit not ritual\\\"**\\n\\nNo. Tests-after answer \\\"What does this do?\\\" Tests-first answer \\\"What should this do?\\\"\\n\\nTests-after are biased by your implementation. You test what you built, not what's required. Tests-first force edge case discovery before implementing.\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Too simple to test\\\" | Simple code breaks. Test takes 30 seconds. |\\n| \\\"I'll test after\\\" | Tests passing immediately prove nothing. |\\n| \\\"Tests after achieve same goals\\\" | Tests-after = \\\"what does this do?\\\" Tests-first = \\\"what should this do?\\\" |\\n| \\\"Already manually tested\\\" | Ad-hoc ≠ systematic. No record, can't re-run. |\\n| \\\"Deleting X hours is wasteful\\\" | Sunk cost fallacy. Keeping unverified code is technical debt. |\\n| \\\"Keep as reference, write tests first\\\" | You'll adapt it. That's testing after. Delete means delete. |\\n| \\\"Need to explore first\\\" | Fine. Throw away exploration, start with TDD. |\\n| \\\"Test hard = design unclear\\\" | Listen to the test. Hard to test = hard to use. |\\n| \\\"TDD will slow me down\\\" | TDD faster than debugging. Pragmatic = test-first. |\\n| \\\"Manual test faster\\\" | Manual doesn't prove edge cases. You'll re-test every change. |\\n| \\\"Existing code has no tests\\\" | You're improving it. Add tests for the code you touch. |\\n\\n## Red Flags — STOP and Start Over\\n\\nIf you catch yourself doing any of these, delete the code and restart with TDD:\\n\\n- Code before test\\n- Test after implementation\\n- Test passes immediately on first run\\n- Can't explain why test failed\\n- Tests added \\\"later\\\"\\n- Rationalizing \\\"just this once\\\"\\n- \\\"I already manually tested it\\\"\\n- \\\"Tests after achieve the same purpose\\\"\\n- \\\"Keep as reference\\\" or \\\"adapt existing code\\\"\\n- \\\"Already spent X hours, deleting is wasteful\\\"\\n- \\\"TDD is dogmatic, I'm being pragmatic\\\"\\n- \\\"This is different because...\\\"\\n\\n**All of these mean: Delete code. Start over with TDD.**\\n\\n## Verification Checklist\\n\\nBefore marking work complete:\\n\\n- [ ] Every new function/method has a test\\n- [ ] Watched each test fail before implementing\\n- [ ] Each test failed for expected reason (feature missing, not typo)\\n- [ ] Wrote minimal code to pass each test\\n- [ ] All tests pass\\n- [ ] Output pristine (no errors, warnings)\\n- [ ] Tests use real code (mocks only if unavoidable)\\n- [ ] Edge cases and errors covered\\n\\nCan't check all boxes? You skipped TDD. Start over.\\n\\n## When Stuck\\n\\n| Problem | Solution |\\n|---------|----------|\\n| Don't know how to test | Write the wished-for API. Write the assertion first. Ask the user. |\\n| Test too complicated | Design too complicated. Simplify the interface. |\\n| Must mock everything | Code too coupled. Use dependency injection. |\\n| Test setup huge | Extract helpers. Still complex? Simplify the design. |\\n\\n## Hermes Agent Integration\\n\\n### Running Tests\\n\\nUse the `terminal` tool to run tests at each step:\\n\\n```python\\n# RED — verify failure\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# GREEN — verify pass\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# Full suite — verify no regressions\\nterminal(\\\"pytest tests/ -q\\\")\\n```\\n\\n### With delegate_task\\n\\nWhen dispatching subagents for implementation, enforce TDD in the goal:\\n\\n```python\\ndelegate_task(\\n    goal=\\\"Implement [feature] using strict TDD\\\",\\n    context=\\\"\\\"\\\"\\n    Follow test-driven-development skill:\\n    1. Write failing test FIRST\\n    2. Run test to verify it fails\\n    3. Write minimal code to pass\\n    4. Run test to verify it passes\\n    5. Refactor if needed\\n    6. Commit\\n\\n    Project test command: pytest tests/ -q\\n    Project structure: [describe relevant files]\\n    \\\"\\\"\\\",\\n    toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With systematic-debugging\\n\\nBug found? Write failing test reproducing it. Follow TDD cycle. The test proves the fix and prevents regression.\\n\\nNever fix bugs without a test.\\n\\n## Testing Anti-Patterns\\n\\n- **Testing mock behavior instead of real behavior** — mocks should verify interactions, not replace the system under test\\n- **Testing implementation details** — test behavior/results, not internal method calls\\n- **Happy path only** — always test edge cases, errors, and boundaries\\n- **Brittle tests** — tests should verify behavior, not structure; refactoring shouldn't break them\\n\\n## Final Rule\\n\\n```\\nProduction code → test exists and failed first\\nOtherwise → not TDD\\n```\\n\\nNo exceptions without the user's explicit permission.\\n\", \"path\": \"software-development/test-driven-development/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/test-driven-development\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"]}}}",
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      "content": "{\"success\": true, \"name\": \"systematic-debugging\", \"description\": \"4-phase root cause debugging: understand bugs before fixing.\", \"tags\": [\"debugging\", \"troubleshooting\", \"problem-solving\", \"root-cause\", \"investigation\"], \"related_skills\": [\"test-driven-development\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: systematic-debugging\\ndescription: \\\"4-phase root cause debugging: understand bugs before fixing.\\\"\\nversion: 1.2.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nmetadata:\\n  hermes:\\n    tags: [debugging, troubleshooting, problem-solving, root-cause, investigation]\\n    related_skills: [test-driven-development, writing-plans, subagent-driven-development]\\n---\\n\\n# Systematic Debugging\\n\\n## Overview\\n\\nRandom fixes waste time and create new bugs. Quick patches mask underlying issues.\\n\\n**Core principle:** ALWAYS find root cause before attempting fixes. Symptom fixes are failure.\\n\\n**Violating the letter of this process is violating the spirit of debugging.**\\n\\n## The Iron Law\\n\\n```\\nNO FIXES WITHOUT ROOT CAUSE INVESTIGATION FIRST\\n```\\n\\nIf you haven't completed Phase 1, you cannot propose fixes.\\n\\n## When to Use\\n\\nUse for ANY technical issue:\\n- Test failures\\n- Bugs in production\\n- Unexpected behavior\\n- Performance problems\\n- Build failures\\n- Integration issues\\n\\n**Use this ESPECIALLY when:**\\n- Under time pressure (emergencies make guessing tempting)\\n- \\\"Just one quick fix\\\" seems obvious\\n- You've already tried multiple fixes\\n- Previous fix didn't work\\n- You don't fully understand the issue\\n\\n**Don't skip when:**\\n- Issue seems simple (simple bugs have root causes too)\\n- You're in a hurry (rushing guarantees rework)\\n- Someone wants it fixed NOW (systematic is faster than thrashing)\\n\\n## The Four Phases\\n\\nYou MUST complete each phase before proceeding to the next.\\n\\n---\\n\\n## Phase 1: Root Cause Investigation\\n\\n**BEFORE attempting ANY fix:**\\n\\n### 1. Read Error Messages Carefully\\n\\n- Don't skip past errors or warnings\\n- They often contain the exact solution\\n- Read stack traces completely\\n- Note line numbers, file paths, error codes\\n\\n**Action:** Use `read_file` on the relevant source files. Use `search_files` to find the error string in the codebase.\\n\\n### 2. Reproduce Consistently\\n\\n- Can you trigger it reliably?\\n- What are the exact steps?\\n- Does it happen every time?\\n- If not reproducible → gather more data, don't guess\\n\\n**Action:** Use the `terminal` tool to run the failing test or trigger the bug:\\n\\n```bash\\n# Run specific failing test\\npytest tests/test_module.py::test_name -v\\n\\n# Run with verbose output\\npytest tests/test_module.py -v --tb=long\\n```\\n\\n### 3. Check Recent Changes\\n\\n- What changed that could cause this?\\n- Git diff, recent commits\\n- New dependencies, config changes\\n\\n**Action:**\\n\\n```bash\\n# Recent commits\\ngit log --oneline -10\\n\\n# Uncommitted changes\\ngit diff\\n\\n# Changes in specific file\\ngit log -p --follow src/problematic_file.py | head -100\\n```\\n\\n### 4. Gather Evidence in Multi-Component Systems\\n\\n**WHEN system has multiple components (API → service → database, CI → build → deploy):**\\n\\n**BEFORE proposing fixes, add diagnostic instrumentation:**\\n\\nFor EACH component boundary:\\n- Log what data enters the component\\n- Log what data exits the component\\n- Verify environment/config propagation\\n- Check state at each layer\\n\\nRun once to gather evidence showing WHERE it breaks.\\nTHEN analyze evidence to identify the failing component.\\nTHEN investigate that specific component.\\n\\n### 5. Trace Data Flow\\n\\n**WHEN error is deep in the call stack:**\\n\\n- Where does the bad value originate?\\n- What called this function with the bad value?\\n- Keep tracing upstream until you find the source\\n- Fix at the source, not at the symptom\\n\\n**Action:** Use `search_files` to trace references:\\n\\n```python\\n# Find where the function is called\\nsearch_files(\\\"function_name(\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n\\n# Find where the variable is set\\nsearch_files(\\\"variable_name\\\\\\\\s*=\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n```\\n\\n### Phase 1 Completion Checklist\\n\\n- [ ] Error messages fully read and understood\\n- [ ] Issue reproduced consistently\\n- [ ] Recent changes identified and reviewed\\n- [ ] Evidence gathered (logs, state, data flow)\\n- [ ] Problem isolated to specific component/code\\n- [ ] Root cause hypothesis formed\\n\\n**STOP:** Do not proceed to Phase 2 until you understand WHY it's happening.\\n\\n---\\n\\n## Phase 2: Pattern Analysis\\n\\n**Find the pattern before fixing:**\\n\\n### 1. Find Working Examples\\n\\n- Locate similar working code in the same codebase\\n- What works that's similar to what's broken?\\n\\n**Action:** Use `search_files` to find comparable patterns:\\n\\n```python\\nsearch_files(\\\"similar_pattern\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n```\\n\\n### 2. Compare Against References\\n\\n- If implementing a pattern, read the reference implementation COMPLETELY\\n- Don't skim — read every line\\n- Understand the pattern fully before applying\\n\\n### 3. Identify Differences\\n\\n- What's different between working and broken?\\n- List every difference, however small\\n- Don't assume \\\"that can't matter\\\"\\n\\n### 4. Understand Dependencies\\n\\n- What other components does this need?\\n- What settings, config, environment?\\n- What assumptions does it make?\\n\\n---\\n\\n## Phase 3: Hypothesis and Testing\\n\\n**Scientific method:**\\n\\n### 1. Form a Single Hypothesis\\n\\n- State clearly: \\\"I think X is the root cause because Y\\\"\\n- Write it down\\n- Be specific, not vague\\n\\n### 2. Test Minimally\\n\\n- Make the SMALLEST possible change to test the hypothesis\\n- One variable at a time\\n- Don't fix multiple things at once\\n\\n### 3. Verify Before Continuing\\n\\n- Did it work? → Phase 4\\n- Didn't work? → Form NEW hypothesis\\n- DON'T add more fixes on top\\n\\n### 4. When You Don't Know\\n\\n- Say \\\"I don't understand X\\\"\\n- Don't pretend to know\\n- Ask the user for help\\n- Research more\\n\\n---\\n\\n## Phase 4: Implementation\\n\\n**Fix the root cause, not the symptom:**\\n\\n### 1. Create Failing Test Case\\n\\n- Simplest possible reproduction\\n- Automated test if possible\\n- MUST have before fixing\\n- Use the `test-driven-development` skill\\n\\n### 2. Implement Single Fix\\n\\n- Address the root cause identified\\n- ONE change at a time\\n- No \\\"while I'm here\\\" improvements\\n- No bundled refactoring\\n\\n### 3. Verify Fix\\n\\n```bash\\n# Run the specific regression test\\npytest tests/test_module.py::test_regression -v\\n\\n# Run full suite — no regressions\\npytest tests/ -q\\n```\\n\\n### 4. If Fix Doesn't Work — The Rule of Three\\n\\n- **STOP.**\\n- Count: How many fixes have you tried?\\n- If < 3: Return to Phase 1, re-analyze with new information\\n- **If ≥ 3: STOP and question the architecture (step 5 below)**\\n- DON'T attempt Fix #4 without architectural discussion\\n\\n### 5. If 3+ Fixes Failed: Question Architecture\\n\\n**Pattern indicating an architectural problem:**\\n- Each fix reveals new shared state/coupling in a different place\\n- Fixes require \\\"massive refactoring\\\" to implement\\n- Each fix creates new symptoms elsewhere\\n\\n**STOP and question fundamentals:**\\n- Is this pattern fundamentally sound?\\n- Are we \\\"sticking with it through sheer inertia\\\"?\\n- Should we refactor the architecture vs. continue fixing symptoms?\\n\\n**Discuss with the user before attempting more fixes.**\\n\\nThis is NOT a failed hypothesis — this is a wrong architecture.\\n\\n---\\n\\n## Red Flags — STOP and Follow Process\\n\\nIf you catch yourself thinking:\\n- \\\"Quick fix for now, investigate later\\\"\\n- \\\"Just try changing X and see if it works\\\"\\n- \\\"Add multiple changes, run tests\\\"\\n- \\\"Skip the test, I'll manually verify\\\"\\n- \\\"It's probably X, let me fix that\\\"\\n- \\\"I don't fully understand but this might work\\\"\\n- \\\"Pattern says X but I'll adapt it differently\\\"\\n- \\\"Here are the main problems: [lists fixes without investigation]\\\"\\n- Proposing solutions before tracing data flow\\n- **\\\"One more fix attempt\\\" (when already tried 2+)**\\n- **Each fix reveals a new problem in a different place**\\n\\n**ALL of these mean: STOP. Return to Phase 1.**\\n\\n**If 3+ fixes failed:** Question the architecture (Phase 4 step 5).\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Issue is simple, don't need process\\\" | Simple issues have root causes too. Process is fast for simple bugs. |\\n| \\\"Emergency, no time for process\\\" | Systematic debugging is FASTER than guess-and-check thrashing. |\\n| \\\"Just try this first, then investigate\\\" | First fix sets the pattern. Do it right from the start. |\\n| \\\"I'll write test after confirming fix works\\\" | Untested fixes don't stick. Test first proves it. |\\n| \\\"Multiple fixes at once saves time\\\" | Can't isolate what worked. Causes new bugs. |\\n| \\\"Reference too long, I'll adapt the pattern\\\" | Partial understanding guarantees bugs. Read it completely. |\\n| \\\"I see the problem, let me fix it\\\" | Seeing symptoms ≠ understanding root cause. |\\n| \\\"One more fix attempt\\\" (after 2+ failures) | 3+ failures = architectural problem. Question the pattern, don't fix again. |\\n\\n## Quick Reference\\n\\n| Phase | Key Activities | Success Criteria |\\n|-------|---------------|------------------|\\n| **1. Root Cause** | Read errors, reproduce, check changes, gather evidence, trace data flow | Understand WHAT and WHY |\\n| **2. Pattern** | Find working examples, compare, identify differences | Know what's different |\\n| **3. Hypothesis** | Form theory, test minimally, one variable at a time | Confirmed or new hypothesis |\\n| **4. Implementation** | Create regression test, fix root cause, verify | Bug resolved, all tests pass |\\n\\n## Hermes Agent Integration\\n\\n### Investigation Tools\\n\\nUse these Hermes tools during Phase 1:\\n\\n- **`search_files`** — Find error strings, trace function calls, locate patterns\\n- **`read_file`** — Read source code with line numbers for precise analysis\\n- **`terminal`** — Run tests, check git history, reproduce bugs\\n- **`web_search`/`web_extract`** — Research error messages, library docs\\n\\n### With delegate_task\\n\\nFor complex multi-component debugging, dispatch investigation subagents:\\n\\n```python\\ndelegate_task(\\n    goal=\\\"Investigate why [specific test/behavior] fails\\\",\\n    context=\\\"\\\"\\\"\\n    Follow systematic-debugging skill:\\n    1. Read the error message carefully\\n    2. Reproduce the issue\\n    3. Trace the data flow to find root cause\\n    4. Report findings — do NOT fix yet\\n\\n    Error: [paste full error]\\n    File: [path to failing code]\\n    Test command: [exact command]\\n    \\\"\\\"\\\",\\n    toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With test-driven-development\\n\\nWhen fixing bugs:\\n1. Write a test that reproduces the bug (RED)\\n2. Debug systematically to find root cause\\n3. Fix the root cause (GREEN)\\n4. The test proves the fix and prevents regression\\n\\n## Real-World Impact\\n\\nFrom debugging sessions:\\n- Systematic approach: 15-30 minutes to fix\\n- Random fixes approach: 2-3 hours of thrashing\\n- First-time fix rate: 95% vs 40%\\n- New bugs introduced: Near zero vs common\\n\\n**No shortcuts. No guessing. Systematic always wins.**\\n\\n## Advanced Pitfalls\\n\\n### Variable Shadowing\\n\\nIf you import `text` from SQLAlchemy (`from sqlalchemy import text`) and then assign to a local variable named `text`, it shadows the import. This causes `UnboundLocalError` or silent misbehavior.\\n\\n**Rule:** Never use imported names as local variable names. Use descriptive alternatives: `pdf_text`, `page_text`, `ocr_text`, `query_result`, etc.\\n\\n**Detection:** After any `import`, scan the function body for variables with the same name.\\n\\n### CHECK Constraint Failures\\n\\nSQLite CHECK constraints can fail silently in ORM layers. An INSERT may raise `IntegrityError` but the actual constraint definition is hidden.\\n\\n**Debug:** Always inspect the schema:\\n```sql\\nPRAGMA table_info(table_name);\\nSELECT sql FROM sqlite_master WHERE type='table' AND name='table_name';\\n```\\n\\n### Daemon Process Management\\n\\nLong-running daemons (watchdog, monitoring services) may not restart cleanly with `systemctl` if root permissions are unavailable.\\n\\n**Pattern:** Use wrapper scripts with PID file management:\\n```bash\\nkill $(cat pidfile) 2>/dev/null\\nnohup python3.12 script.py > log 2>&1 &\\necho $! > pidfile\\n```\", \"path\": \"software-development/systematic-debugging/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/systematic-debugging\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"debugging\", \"troubleshooting\", \"problem-solving\", \"root-cause\", \"investigation\"], \"related_skills\": [\"test-driven-development\", \"writing-plans\", \"subagent-driven-development\"]}}}",
      "tool_call_id": "call_VBpAM4QH8bW493ersVWq1114"
    },
    {
      "role": "tool",
      "name": "skill_view",
      "content": "{\"success\": true, \"name\": \"github-pr-workflow\", \"description\": \"GitHub PR lifecycle: branch, commit, open, CI, merge.\", \"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"], \"content\": \"---\\nname: github-pr-workflow\\ndescription: \\\"GitHub PR lifecycle: branch, commit, open, CI, merge.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n  hermes:\\n    tags: [GitHub, Pull-Requests, CI/CD, Git, Automation, Merge]\\n    related_skills: [github-auth, github-code-review]\\n---\\n\\n# GitHub Pull Request Workflow\\n\\nComplete guide for managing the PR lifecycle. Each section shows the `gh` way first, then the `git` + `curl` fallback for machines without `gh`.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n- Inside a git repository with a GitHub remote\\n\\n### Quick Auth Detection\\n\\n```bash\\n# Determine which method to use throughout this workflow\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n  AUTH=\\\"gh\\\"\\nelse\\n  AUTH=\\\"git\\\"\\n  # Ensure we have a token for API calls\\n  if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n    if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n      GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n    elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n      GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n    fi\\n  fi\\nfi\\necho \\\"Using: $AUTH\\\"\\n```\\n\\n### Extracting Owner/Repo from the Git Remote\\n\\nMany `curl` commands need `owner/repo`. Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n  --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n  --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n  -d \\\"{\\n    \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n    \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n    \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n    \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n  }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n  | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n    print(f\\\\\\\"  {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n  | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n    print(f\\\\\\\"  {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n  STATUS=$(curl -s \\\\\\n    -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n    https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n    | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n  echo \\\"Check $i: $STATUS\\\"\\n  if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n    break\\n  fi\\n  sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view <RUN_ID> --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n  | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n    print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=<run_id>\\ncurl -s -L \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n  -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add <fixed_files>\\ngit commit -m \\\"fix: resolve CI failure in <check_name>\\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=<number>\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n  -d \\\"{\\n    \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n    \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n  }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n  | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/graphql \\\\\\n  -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. Merge when green (see Section 6)\\n```\\n\\n## Useful PR Commands Reference\\n\\n| Action | gh | git + curl |\\n|--------|-----|-----------|\\n| List my PRs | `gh pr list --author @me` | `curl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\"https://api.github.com/repos/$OWNER/$REPO/pulls?state=open\\\"` |\\n| View PR diff | `gh pr diff` | `git diff main...HEAD` (local) or `curl -H \\\"Accept: application/vnd.github.diff\\\" ...` |\\n| Add comment | `gh pr comment N --body \\\"...\\\"` | `curl -X POST .../issues/N/comments -d '{\\\"body\\\":\\\"...\\\"}'` |\\n| Request review | `gh pr edit N --add-reviewer user` | `curl -X POST .../pulls/N/requested_reviewers -d '{\\\"reviewers\\\":[\\\"user\\\"]}'` |\\n| Close PR | `gh pr close N` | `curl -X PATCH .../pulls/N -d '{\\\"state\\\":\\\"closed\\\"}'` |\\n| Check out someone's PR | `gh pr checkout N` | `git fetch origin pull/N/head:pr-N && git checkout pr-N` |\\n\", \"path\": \"github/github-pr-workflow/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/github/github-pr-workflow\", \"linked_files\": {\"references\": [\"references/conventional-commits.md\", \"references/ci-troubleshooting.md\"], \"templates\": [\"templates/pr-body-bugfix.md\", \"templates/pr-body-feature.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"]}}}",
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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.dashboard.components.tables import show_table\\n     6|from jarvis_finance.equity.manage import (\\n     7|    add_manual_position_from_catalog,\\n     8|    create_manual_catalog_entry,\\n     9|    ensure_standard_broker_accounts,\\n    10|    get_equity_management_options,\\n    11|    search_instrument_candidates,\\n    12|)\\n    13|from jarvis_finance.ledger.cash import apply_manual_cash_correction\\n    14|from jarvis_finance.market_data.catalog import instrument_provider_statuses\\n    15|\\n    16|PAGE_TITLE = \\\"Position hinzufügen\\\"\\n    17|SECRET_ENV_PATH = \\\"~/jarvis_runtime/finance-system/secrets/.env\\\"\\n    18|SUPPORTED_PROVIDER_KEYS = \\\"OPENFIGI_API_KEY/JARVIS_OPENFIGI_API_KEY, FMP_API_KEY/JARVIS_FMP_API_KEY, FINNHUB_API_KEY/JARVIS_FINNHUB_API_KEY, TWELVEDATA_API_KEY/TWELVE_DATA_API_KEY/JARVIS_*, MASSIVE_API_KEY/JARVIS_MASSIVE_API_KEY, EODHD_API_KEY/JARVIS_EODHD_API_KEY, ALPHA_VANTAGE_API_KEY/JARVIS_ALPHA_VANTAGE_API_KEY\\\"\\n    19|\\n    20|\\n    21|def _account_label(row: dict) -> str:\\n    22|    return f\\\"{row['platform_name']} · {row['account_name']} · {row['currency']}\\\"\\n    23|\\n    24|\\n    25|def _selected(rows: list[dict], label: str | None, labeler) -> dict | None:\\n    26|    if not label:\\n    27|        return None\\n    28|    for row in rows:\\n    29|        if labeler(row) == label:\\n    30|            return row\\n    31|    return None\\n    32|\\n    33|\\n    34|def _asset_label(value: str) -> str:\\n    35|    return \\\"Aktie\\\" if value == \\\"stock\\\" else \\\"ETF\\\" if value == \\\"etf\\\" else value\\n    36|\\n    37|\\n    38|def _search_rows(results: list[dict]) -> list[dict[str, str]]:\\n    39|    return [\\n    40|        {\\n    41|            \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n    42|            \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n    43|            \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n    44|            \\\"Exchange\\\": r.get(\\\"exchange\\\", \\\"\\\"),\\n    45|            \\\"Währung\\\": r.get(\\\"currency\\\", \\\"\\\"),\\n    46|            \\\"Assetklasse\\\": _asset_label(r.get(\\\"asset_class\\\", \\\"\\\")),\\n    47|            \\\"Land\\\": r.get(\\\"country\\\", \\\"\\\"),\\n    48|            \\\"Datenquelle\\\": r.get(\\\"data_source\\\", \\\"\\\"),\\n    49|            \\\"Status\\\": r.get(\\\"trust_status\\\", r.get(\\\"mapping_status\\\", \\\"Manuell prüfen\\\")),\\n    50|        }\\n    51|        for r in results\\n    52|    ]\\n    53|\\n    54|\\n    55|def _price_preview(selected: dict | None) -> str:\\n    56|    if not selected:\\n    57|        return \\\"Preis noch nicht verfügbar\\\"\\n    58|    price = selected.get(\\\"last_price\\\")\\n    59|    if not price:\\n    60|        return \\\"Preis noch nicht verfügbar\\\"\\n    61|    currency = selected.get(\\\"price_currency\\\") or selected.get(\\\"currency\\\") or \\\"\\\"\\n    62|    date = selected.get(\\\"price_date\\\") or \\\"Datum unbekannt\\\"\\n    63|    source = selected.get(\\\"price_source\\\") or \\\"lokale market_prices\\\"\\n    64|    return f\\\"{price} {currency} per {date} · Quelle: {source}\\\".strip()\\n    65|\\n    66|\\n    67|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    68|    warnings: list[str] = []\\n    69|    if not selected:\\n    70|        warnings.append(\\\"Instrument noch nicht ausgewählt\\\")\\n    71|    if not account_label:\\n    72|        warnings.append(\\\"Depot/Konto fehlt\\\")\\n    73|    if not str(quantity or \\\"\\\").strip() and transaction_type not in {\\\"Dividende / Ausschüttung\\\"}:\\n    74|        warnings.append(\\\"Menge fehlt\\\")\\n    75|    if not str(cost_basis or \\\"\\\").strip():\\n    76|        warnings.append(\\\"cost_basis_uncertain: Einstand/Cost Basis fehlt; Performance bleibt unvollständig\\\")\\n    77|    if currency in {\\\"USD\\\", \\\"EUR\\\"} and not str(fx_rate or \\\"\\\").strip() and fx_status not in {\\\"missing\\\", \\\"manual_override_required\\\"}:\\n    78|        warnings.append(\\\"FX fehlt: Fremdwährung braucht FX-Kurs oder Status 'missing'\\\")\\n    79|    if transaction_type in {\\\"Manuelle Korrektur\\\"} and not str(note or \\\"\\\").strip():\\n    80|        warnings.append(\\\"Notiz fehlt für manuelle Korrektur\\\")\\n    81|    if selected and selected.get(\\\"trust_status\\\") in {\\\"Unsicher\\\", \\\"Manuell prüfen\\\"}:\\n    82|        warnings.append(\\\"Treffer ist prüfpflichtig; Auswahl bewusst bestätigen\\\")\\n    83|    return warnings\\n    84|\\n    85|\\n    86|def render(st, conn) -> None:\\n    87|    st.title(\\\"Position hinzufügen\\\")\\n    88|    st.caption(\\\"Geführter User-Mode-Wizard für manuelle Aktien-/ETF-Erfassung. Kein DOCX-Import, keine Live-API beim normalen Laden.\\\")\\n    89|    st.info(\\\"Hauptpfad: Assetklasse wählen → lokal/online suchen → Treffer bewusst auswählen → Position erfassen → Review → bestätigen.\\\")\\n    90|\\n    91|    ensure_standard_broker_accounts(conn)\\n    92|    options = get_equity_management_options(conn)\\n    93|    account_labels = [_account_label(row) for row in options[\\\"accounts\\\"]]\\n    94|\\n    95|    st.subheader(\\\"Provider-Status\\\")\\n    96|    show_table(st, instrument_provider_statuses(probe=False))\\n    97|    st.caption(f\\\"API-Keys lokal ablegen unter: {SECRET_ENV_PATH}\\\")\\n    98|    st.caption(f\\\"Unterstützte Variablen: {SUPPORTED_PROVIDER_KEYS}\\\")\\n    99|    st.caption(\\\"Keys werden nicht ins Repo geschrieben, nicht geloggt und nicht im Dashboard angezeigt.\\\")\\n   100|\\n   101|    st.subheader(\\\"1. Assetklasse wählen\\\")\\n   102|    asset_choice = st.selectbox(\\\"Assetklasse\\\", [\\\"Alle\\\", \\\"Aktie\\\", \\\"ETF\\\", \\\"Crypto\\\", \\\"Cash\\\"], key=\\\"position_add_asset_choice\\\")\\n   103|    if asset_choice == \\\"Crypto\\\":\\n   104|        st.warning(\\\"Für Crypto bitte die Crypto-/Wallet-Funktionen nutzen; dort sind Coin-Detail und auditierbare Aktionen verfügbar.\\\")\\n   105|        return\\n   106|    if asset_choice == \\\"Cash\\\":\\n   107|        st.subheader(\\\"Cash erfassen\\\")\\n   108|        st.caption(\\\"Auditierbare Cash-Buchung/Korrektur. Positive Beträge erhöhen Cash, negative Beträge reduzieren Cash.\\\")\\n   109|        account_label = st.selectbox(\\\"Plattform/Depot\\\", account_labels, key=\\\"position_add_cash_account\\\") if account_labels else None\\n   110|        currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_cash_currency\\\")\\n   111|        amount = st.text_input(\\\"Betrag als Decimal-Text\\\", key=\\\"position_add_cash_amount\\\")\\n   112|        trade_date = st.date_input(\\\"Buchungsdatum\\\", key=\\\"position_add_cash_date\\\")\\n   113|        note = st.text_area(\\\"Review-Notiz\\\", key=\\\"position_add_cash_note\\\")\\n   114|        confirmed = st.checkbox(\\\"Ich bestätige diese Cash-Buchung.\\\", key=\\\"position_add_cash_confirm\\\")\\n   115|        selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n   116|        if st.button(\\\"Cash speichern\\\", key=\\\"position_add_cash_save\\\", type=\\\"primary\\\"):\\n   117|            try:\\n   118|                if not selected_account:\\n   119|                    raise ValueError(\\\"Depot/Konto ist erforderlich\\\")\\n   120|                audit_id = apply_manual_cash_correction(\\n   121|                    conn,\\n   122|                    account_id=selected_account[\\\"account_id\\\"],\\n   123|                    currency=currency,\\n   124|                    amount=Decimal(str(amount)),\\n   125|                    note=note if confirmed else \\\"\\\",\\n   126|                    trade_date=str(trade_date),\\n   127|                )\\n   128|                st.success(f\\\"Cash gespeichert und auditiert: {audit_id}\\\")\\n   129|            except Exception as exc:\\n   130|                st.error(f\\\"Cash-Speicherung abgelehnt: {exc}\\\")\\n   131|        return\\n   132|    asset_class = None if asset_choice == \\\"Alle\\\" else \\\"stock\\\" if asset_choice == \\\"Aktie\\\" else \\\"etf\\\"\\n   133|\\n   134|    st.subheader(\\\"2. Instrument suchen\\\")\\n   135|    query = st.text_input(\\\"ISIN, Name oder Ticker\\\", key=\\\"position_add_query\\\")\\n   136|    currency_filter = st.selectbox(\\\"Währung optional\\\", [\\\"\\\", \\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_currency\\\")\\n   137|    exchange_filter = st.text_input(\\\"Börse/Exchange optional\\\", key=\\\"position_add_exchange\\\")\\n   138|    country_filter = st.text_input(\\\"Land optional\\\", key=\\\"position_add_country\\\")\\n   139|    provider_filter = st.text_input(\\\"Provider optional\\\", key=\\\"position_add_provider\\\")\\n   140|    c1, c2, c3 = st.columns(3)\\n   141|    if c1.button(\\\"Lokal suchen\\\", key=\\\"position_add_local_search\\\"):\\n   142|        st.session_state[\\\"position_add_search_results\\\"] = search_instrument_candidates(\\n   143|            conn,\\n   144|            query=query,\\n   145|            asset_class=asset_class,\\n   146|            exchange=exchange_filter or None,\\n   147|            currency=currency_filter or None,\\n   148|            country=country_filter or None,\\n   149|            provider=provider_filter or None,\\n   150|            include_external=False,\\n   151|        )\\n   152|        st.session_state.pop(\\\"position_add_selected_index\\\", None)\\n   153|    if c2.button(\\\"Online suchen\\\", key=\\\"position_add_online_search\\\"):\\n   154|        st.session_state[\\\"position_add_search_results\\\"] = search_instrument_candidates(\\n   155|            conn,\\n   156|            query=query,\\n   157|            asset_class=asset_class,\\n   158|            exchange=exchange_filter or None,\\n   159|            currency=currency_filter or None,\\n   160|            country=country_filter or None,\\n   161|            provider=provider_filter or None,\\n   162|            include_external=True,\\n   163|        )\\n   164|        st.session_state.pop(\\\"position_add_selected_index\\\", None)\\n   165|    c3.caption(\\\"Online-Suche läuft nur bei Klick. Fehlende Keys erzeugen Hinweis, keinen Crash.\\\")\\n   166|\\n   167|    search_state = st.session_state.get(\\\"position_add_search_results\\\", {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True, \\\"provider_lookup_attempted\\\": False})\\n   168|    warnings = [str(w) for w in search_state.get(\\\"warnings\\\", [])]\\n   169|    if warnings:\\n   170|        st.warning(\\\"; \\\".join(warnings))\\n   171|    results = list(search_state.get(\\\"results\\\", []))\\n   172|    if results:\\n   173|        for label, predicate in [\\n   174|            (\\\"Lokale Treffer\\\", lambda row: \\\"local\\\" in str(row.get(\\\"data_source\\\", \\\"\\\")).lower()),\\n   175|            (\\\"OpenFIGI Treffer\\\", lambda row: \\\"openfigi\\\" in str(row.get(\\\"data_source\\\", \\\"\\\")).lower()),\\n   176|            (\\\"FMP Treffer\\\", lambda row: \\\"fmp\\\" in str(row.get(\\\"data_source\\\", \\\"\\\")).lower()),\\n   177|        ]:\\n   178|            grouped = [row for row in results if predicate(row)]\\n   179|            st.caption(f\\\"{label}: {len(grouped)}\\\")\\n   180|            if grouped:\\n   181|                show_table(st, _search_rows(grouped))\\n   182|        other = [row for row in results if not any(token in str(row.get(\\\"data_source\\\", \\\"\\\")).lower() for token in (\\\"local\\\", \\\"openfigi\\\", \\\"fmp\\\"))]\\n   183|        if other:\\n   184|            st.caption(f\\\"Weitere Treffer: {len(other)}\\\")\\n   185|            show_table(st, _search_rows(other))\\n   186|        st.caption(\\\"Manuell anlegen: verfügbar, falls lokale/Online-Treffer nicht eindeutig passen.\\\")\\n   187|    else:\\n   188|        show_table(st, [], empty_message=\\\"Noch keine Suche ausgeführt oder kein Treffer. Nutze 'Lokal suchen', 'Online suchen' oder 'Manuell anlegen'.\\\")\\n   189|\\n   190|    st.subheader(\\\"3. Instrument auswählen\\\")\\n   191|    selected = None\\n   192|    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   193|    if labels:\\n   194|        chosen = st.selectbox(\\\"Treffer auswählen\\\", labels, key=\\\"position_add_selected_label\\\")\\n   195|        chosen_index = int(chosen.split('.', 1)[0]) - 1 if chosen else 0\\n   196|        if st.button(\\\"Auswählen\\\", key=\\\"position_add_select_result\\\"):\\n   197|            st.session_state[\\\"position_add_selected_index\\\"] = chosen_index\\n   198|        selected_index = st.session_state.get(\\\"position_add_selected_index\\\", chosen_index)\\n   199|        if 0 <= int(selected_index) < len(results):\\n   200|            selected = results[int(selected_index)]\\n   201|            st.success(\\\"Instrument ausgewählt. Ticker allein wird nie automatisch übernommen; die Auswahl bleibt bewusst.\\\")\\n   202|            show_table(st, [_search_rows([selected])[0]])\\n   203|            st.subheader(\\\"Preisvorschau\\\")\\n   204|            preview = _price_preview(selected)\\n   205|            if preview == \\\"Preis noch nicht verfügbar\\\":\\n   206|                st.info(preview)\\n   207|            else:\\n   208|                st.success(preview)\\n   209|    else:\\n   210|        st.info(\\\"Noch kein Instrument ausgewählt.\\\")\\n   211|\\n   212|    with st.expander(\\\"Manuell anlegen\\\"):\\n   213|        manual_name = st.text_input(\\\"Name\\\", key=\\\"position_add_manual_name\\\")\\n   214|        manual_isin = st.text_input(\\\"ISIN stark empfohlen\\\", key=\\\"position_add_manual_isin\\\")\\n   215|        manual_ticker = st.text_input(\\\"Ticker\\\", key=\\\"position_add_manual_ticker\\\")\\n   216|        manual_exchange = st.text_input(\\\"Exchange\\\", key=\\\"position_add_manual_exchange\\\")\\n   217|        manual_currency = st.selectbox(\\\"Währung\\\", [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"], key=\\\"position_add_manual_currency\\\")\\n   218|        manual_note = st.text_area(\\\"Notiz / Quelle\\\", key=\\\"position_add_manual_note\\\")\\n   219|        st.warning(\\\"Manuelle Anlage ohne ISIN bleibt prüfpflichtig. ISIN und Ticker dürfen nicht beide leer sein.\\\")\\n   220|        if st.button(\\\"Manuell anlegen\\\", key=\\\"position_add_manual_save\\\"):\\n   221|            try:\\n   222|                if not manual_isin and not manual_ticker:\\n   223|                    raise ValueError(\\\"ISIN oder Ticker ist erforderlich\\\")\\n   224|                manual_asset_class = asset_class or \\\"stock\\\"\\n   225|                create_manual_catalog_entry(conn, asset_class=manual_asset_class, name=manual_name, currency=manual_currency, isin=manual_isin, ticker=manual_ticker, exchange=manual_exchange, note=manual_note)\\n   226|                st.success(\\\"Instrument lokal gespeichert. Jetzt lokal suchen und bewusst auswählen.\\\")\\n   227|            except Exception as exc:\\n   228|                st.error(f\\\"Manuelle Anlage abgelehnt: {exc}\\\")\\n   229|\\n   230|    st.subheader(\\\"4. Position erfassen\\\")\\n   231|    account_label = st.selectbox(\\\"Plattform/Depot\\\", account_labels, key=\\\"position_add_account\\\") if account_labels else None\\n   232|    transaction_type = st.selectbox(\\\"Transaktionstyp\\\", [\\\"Initial Snapshot\\\", \\\"Kauf\\\", \\\"Dividende / Ausschüttung\\\", \\\"Manuelle Korrektur\\\"], key=\\\"position_add_tx_type\\\")\\n   233|    tx_map = {\\\"Initial Snapshot\\\": \\\"initial_snapshot\\\", \\\"Kauf\\\": \\\"buy\\\", \\\"Dividende / Ausschüttung\\\": \\\"dividend\\\", \\\"Manuelle Korrektur\\\": \\\"manual_adjustment\\\"}\\n   234|    quantity = st.text_input(\\\"Menge als Decimal-Text\\\", key=\\\"position_add_quantity\\\")\\n   235|    trade_date = st.date_input(\\\"Snapshot-/Buchungsdatum\\\", key=\\\"position_add_date\\\")\\n   236|    default_currency = selected.get(\\\"currency\\\") if selected else \\\"CHF\\\"\\n   237|    currencies = [\\\"CHF\\\", \\\"EUR\\\", \\\"USD\\\"]\\n   238|    currency = st.selectbox(\\\"Originalwährung\\\", currencies, index=currencies.index(default_currency) if default_currency in currencies else 0, key=\\\"position_add_pos_currency\\\")\\n   239|    cost_basis = st.text_input(\\\"Einstand / Cost Basis optional\\\", key=\\\"position_add_cost_basis\\\")\\n   240|    fees = st.text_input(\\\"Gebühren optional\\\", key=\\\"position_add_fees\\\")\\n   241|    fx_status = st.selectbox(\\\"FX-Status\\\", [\\\"not_needed\\\", \\\"ok\\\", \\\"missing\\\", \\\"manual_override\\\", \\\"manual_override_required\\\"], key=\\\"position_add_fx_status\\\")\\n   242|    fx_rate = st.text_input(\\\"FX-Kurs zu CHF optional\\\", key=\\\"position_add_fx_rate\\\")\\n   243|    fx_source = st.text_input(\\\"FX-Quelle optional\\\", key=\\\"position_add_fx_source\\\")\\n   244|    category = st.selectbox(\\\"Kategorie\\\", [\\\"Core\\\", \\\"Opportunity\\\", \\\"Unknown\\\"], key=\\\"position_add_category\\\")\\n   245|    note = st.text_area(\\\"Notiz — Pflicht bei manueller Korrektur oder unvollständiger Historie\\\", key=\\\"position_add_note\\\")\\n   246|\\n   247|    st.subheader(\\\"5. Review\\\")\\n   248|    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   249|    review = {\\n   250|        \\\"Was wird gespeichert?\\\": transaction_type,\\n   251|        \\\"Instrument\\\": selected.get(\\\"name\\\") if selected else \\\"noch nicht ausgewählt\\\",\\n   252|        \\\"ISIN\\\": selected.get(\\\"isin\\\") if selected else \\\"\\\",\\n   253|        \\\"Ticker\\\": selected.get(\\\"ticker\\\") if selected else \\\"\\\",\\n   254|        \\\"Exchange\\\": selected.get(\\\"exchange\\\") if selected else \\\"\\\",\\n   255|        \\\"Datenquelle\\\": selected.get(\\\"data_source\\\") if selected else \\\"\\\",\\n   256|        \\\"Depot\\\": account_label or \\\"fehlt\\\",\\n   257|        \\\"Menge\\\": quantity or \\\"fehlt\\\",\\n   258|        \\\"Datum\\\": str(trade_date),\\n   259|        \\\"Kategorie\\\": category,\\n   260|        \\\"Cost Basis\\\": \\\"erfasst\\\" if cost_basis else \\\"fehlt/ungewiss\\\",\\n   261|        \\\"Gebühren\\\": \\\"notiert\\\" if fees else \\\"keine/fehlt\\\",\\n   262|        \\\"FX\\\": fx_status,\\n   263|        \\\"Datenqualitätswarnungen\\\": \\\"; \\\".join(missing) if missing else \\\"keine\\\",\\n   264|    }\\n   265|    st.write(review)\\n   266|    if missing:\\n   267|        st.warning(\\\"Review-Hinweise: \\\" + \\\"; \\\".join(missing))\\n   268|    confirmed = st.checkbox(\\\"Ich bestätige diese Buchung.\\\", key=\\\"position_add_confirm\\\")\\n   269|\\n   270|    st.subheader(\\\"6. Speichern\\\")\\n   271|    selected_account = _selected(options[\\\"accounts\\\"], account_label, _account_label)\\n   272|    if st.button(\\\"Position speichern\\\", key=\\\"position_add_save\\\", type=\\\"primary\\\"):\\n   273|        try:\\n   274|            if not selected or not selected.get(\\\"catalog_entry_id\\\"):\\n   275|                raise ValueError(\\\"Instrument muss vor Speicherung ausgewählt werden\\\")\\n   276|            if not selected_account:\\n   277|                raise ValueError(\\\"Depot/Konto ist erforderlich\\\")\\n   278|            final_note = note if not fees else f\\\"{note}\\\\nGebühren notiert: {fees}\\\".strip()\\n   279|            result = add_manual_position_from_catalog(\\n   280|                conn,\\n   281|                catalog_entry_id=selected[\\\"catalog_entry_id\\\"],\\n   282|                account_id=selected_account[\\\"account_id\\\"],\\n   283|                position_type=tx_map[transaction_type],\\n   284|                quantity_text=quantity,\\n   285|                trade_date=str(trade_date),\\n   286|                currency=currency,\\n   287|                cost_basis_original_text=cost_basis or None,\\n   288|                fx_status=fx_status,\\n   289|                fx_rate_to_chf_text=fx_rate or None,\\n   290|                fx_source=fx_source or None,\\n   291|                note=final_note,\\n   292|                category=category,\\n   293|                confirm=bool(confirmed),\\n   294|            )\\n   295|            st.success(\\\"Position gespeichert: Ledger-Ereignis und Audit-Log wurden erzeugt.\\\")\\n   296|            st.info(\\\"Position in Aktien & ETFs anzeigen: öffne im User Mode die Seite 'Aktien & ETFs'.\\\")\\n   297|            if result.warnings:\\n   298|                st.warning(\\\"Datenqualität: \\\" + \\\"; \\\".join(result.warnings))\\n   299|        except Exception as exc:\\n   300|            st.error(f\\\"Speicherung abgelehnt: {exc}\\\")\\n   301|\", \"total_lines\": 300, \"file_size\": 17004, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_uQbqZeSm2iSwh19zXbIcc65B"
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from decimal import Decimal\\n     4|\\n     5|from jarvis_finance.dashboard.components.tables import show_table\\n     6|from jarvis_finance.dashboard import data\\n     7|from jarvis_finance.market_data.prices import equity_price_provider_by_name, refresh_market_prices\\n     8|\\n     9|PAGE_TITLE = \\\"Equities/ETFs\\\"\\n    10|\\n    11|\\n    12|def _go_to_add_position(st) -> None:\\n    13|    if hasattr(st, \\\"session_state\\\"):\\n    14|        st.session_state[\\\"jarvis_requested_page\\\"] = \\\"Position hinzufügen\\\"\\n    15|\\n    16|\\n    17|def _position_status(row: dict) -> str:\\n    18|    problems = []\\n    19|    if not row.get(\\\"market_value_chf\\\"):\\n    20|        problems.append(\\\"ohne Preis\\\")\\n    21|    if not row.get(\\\"total_cost_chf\\\") and not row.get(\\\"total_return_chf\\\"):\\n    22|        problems.append(\\\"Einstand unvollständig\\\")\\n    23|    if row.get(\\\"provider_symbol_status\\\") not in {\\\"mapped\\\", \\\"\\\", None}:\\n    24|        problems.append(\\\"Mapping prüfen\\\")\\n    25|    return \\\"; \\\".join(problems) if problems else \\\"ok\\\"\\n    26|\\n    27|\\n    28|def _safe_market_value(row: dict) -> str:\\n    29|    value = row.get(\\\"market_value_chf\\\")\\n    30|    return str(value) if value not in {None, \\\"\\\"} else \\\"nicht bewertet\\\"\\n    31|\\n    32|\\n    33|def _equity_rows(conn) -> list[dict]:\\n    34|    return [r for r in data.get_positions(conn) if str(r.get(\\\"asset_class\\\", \\\"\\\")).lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}]\\n    35|\\n    36|\\n    37|def render(st, conn) -> None:\\n    38|    st.title(\\\"Aktien & ETFs\\\")\\n    39|    st.caption(\\\"User Mode für manuell erfasste Aktien-/ETF-Positionen. Keine DOCX-Übernahme und keine versteckten Admin-Schritte.\\\")\\n    40|    rows = _equity_rows(conn)\\n    41|\\n    42|    if not rows:\\n    43|        st.info(\\\"Noch keine Aktien oder ETFs erfasst.\\\")\\n    44|        if st.button(\\\"Aktie/ETF hinzufügen\\\", key=\\\"equity_empty_add_position\\\", on_click=_go_to_add_position, args=(st,)):\\n    45|            st.success(\\\"Öffne im User Mode die Seite 'Position hinzufügen'.\\\")\\n    46|        return\\n    47|\\n    48|    total_positions = len(rows)\\n    49|    missing_price = sum(1 for r in rows if not r.get(\\\"market_value_chf\\\"))\\n    50|    incomplete_cost = sum(1 for r in rows if not r.get(\\\"total_cost_chf\\\") and not r.get(\\\"total_return_chf\\\"))\\n    51|    latest_price_update = max((str(r.get(\\\"price_date\\\") or \\\"\\\") for r in rows), default=\\\"\\\") or \\\"kein Preisupdate\\\"\\n    52|\\n    53|    c1, c2, c3, c4, c5 = st.columns(5)\\n    54|    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    55|    c2.metric(\\\"Anzahl Positionen\\\", str(total_positions))\\n    56|    c3.metric(\\\"Positionen ohne Preis\\\", str(missing_price))\\n    57|    c4.metric(\\\"Einstand unvollständig\\\", str(incomplete_cost))\\n    58|    c5.metric(\\\"Letztes Preisupdate\\\", latest_price_update)\\n    59|\\n    60|    table_rows = []\\n    61|    for r in rows:\\n    62|        table_rows.append(\\n    63|            {\\n    64|                \\\"Name\\\": r.get(\\\"name\\\", \\\"\\\"),\\n    65|                \\\"Ticker\\\": r.get(\\\"ticker\\\", \\\"\\\"),\\n    66|                \\\"ISIN\\\": r.get(\\\"isin\\\", \\\"\\\"),\\n    67|                \\\"Depot\\\": r.get(\\\"account_name\\\", \\\"\\\"),\\n    68|                \\\"Menge\\\": r.get(\\\"quantity\\\", \\\"\\\"),\\n    69|                \\\"Marktwert CHF\\\": _safe_market_value(r),\\n    70|                \\\"Status\\\": _position_status(r),\\n    71|                \\\"Aktionen\\\": \\\"Details verfügbar; Kaufen/Verkaufen/Dividende/Korrigieren/Verlauf in Vorbereitung\\\",\\n    72|            }\\n    73|        )\\n    74|    show_table(st, table_rows)\\n    75|\\n    76|    st.subheader(\\\"Aktionen\\\")\\n    77|    st.caption(\\\"Noch nicht vollständig implementierte Aktionen sind bewusst deaktiviert — keine Fake-Buttons.\\\")\\n    78|    if st.button(\\\"Aktie/ETF hinzufügen\\\", key=\\\"equity_add_position\\\", on_click=_go_to_add_position, args=(st,)):\\n    79|        st.success(\\\"Öffne im User Mode die Seite 'Position hinzufügen'.\\\")\\n    80|    if st.button(\\\"Bewertung aktualisieren\\\", key=\\\"equity_refresh_valuation\\\"):\\n    81|        stock = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"stock\\\", only_missing=True)\\n    82|        etf = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"etf\\\", only_missing=True)\\n    83|        st.success(\\n    84|            \\\"Bewertung aktualisiert: \\\"\\n    85|            f\\\"Aktien updated={stock.updated_count}, cached={stock.cached_count}, warnings={stock.warning_count}, errors={stock.error_count}; \\\"\\n    86|            f\\\"ETF updated={etf.updated_count}, cached={etf.cached_count}, warnings={etf.warning_count}, errors={etf.error_count}\\\"\\n    87|        )\\n    88|    a1, a2, a3, a4, a5 = st.columns(5)\\n    89|    a1.button(\\\"Details\\\", key=\\\"equity_action_details\\\", disabled=True)\\n    90|    a2.button(\\\"Kaufen\\\", key=\\\"equity_action_buy\\\", disabled=True)\\n    91|    a3.button(\\\"Verkaufen\\\", key=\\\"equity_action_sell\\\", disabled=True)\\n    92|    a4.button(\\\"Dividende/Ausschüttung\\\", key=\\\"equity_action_dividend\\\", disabled=True)\\n    93|    a5.button(\\\"Korrigieren / Verlauf\\\", key=\\\"equity_action_adjust_history\\\", disabled=True)\\n    94|    st.info(\\\"Diese Aktionen werden später einzeln auditierbar freigeschaltet.\\\")\\n    95|\", \"total_lines\": 94, \"file_size\": 4590, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_IfoXazGncfl4CNDuNeUNPVAz"
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"   300|        item = {\\n   301|            \\\"wallet\\\": wallet[\\\"wallet_name\\\"] if wallet else wallet_id,\\n   302|            \\\"typ\\\": wallet[\\\"wallet_type\\\"] if wallet else \\\"\\\",\\n   303|            \\\"menge\\\": dec_text(holding.quantity),\\n   304|            \\\"wert_chf\\\": chf_text(value) if value is not None else \\\"nicht bewertet\\\",\\n   305|            \\\"anteil\\\": percent_text(share),\\n   306|            \\\"letzte_verifikation\\\": date_text(holding.last_verified_at),\\n   307|            \\\"status\\\": translate_status(holding.verification_status),\\n   308|            \\\"notiz\\\": user_note(wallet[\\\"notes\\\"] if wallet and wallet[\\\"notes\\\"] else \\\"\\\"),\\n   309|            \\\"_wallet_id\\\": wallet_id,\\n   310|            \\\"_asset_id\\\": asset_id,\\n   311|        }\\n   312|        if admin_mode:\\n   313|            item.update({\\\"wallet_id\\\": wallet_id, \\\"asset_id\\\": asset_id})\\n   314|        rows.append(item)\\n   315|    return rows\\n   316|\\n   317|\\n   318|def get_wallet_overview_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n   319|    rows = get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds)\\n   320|    total_value = sum((d(r[\\\"_numeric_value_chf\\\"]) for r in rows), Decimal(\\\"0\\\"))\\n   321|    missing_verification = sum(1 for r in rows if not r.get(\\\"last_verified_at\\\"))\\n   322|    return {\\\"wallet_count\\\": str(len(rows)), \\\"total_value_chf\\\": dec_text(total_value), \\\"wallets_missing_verification\\\": str(missing_verification)}\\n   323|\\n   324|\\n   325|def get_wallet_user_overview(conn: Connection, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n   326|    holdings = calculate_crypto_holdings(conn)\\n   327|    rows: list[dict[str, str]] = []\\n   328|    for wallet in conn.execute(\\\"SELECT * FROM crypto_wallets ORDER BY wallet_name\\\").fetchall():\\n   329|        value = Decimal(\\\"0\\\")\\n   330|        has_missing_price = False\\n   331|        coins: set[str] = set()\\n   332|        for (wallet_id, asset_id), holding in holdings.wallet_holdings.items():\\n   333|            if wallet_id != wallet[\\\"wallet_id\\\"] or holding.quantity == 0:\\n   334|                continue\\n   335|            coins.add(asset_id)\\n   336|            price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   337|            if price and price.get(\\\"price\\\"):\\n   338|                value += holding.quantity * d(price[\\\"price\\\"])\\n   339|            else:\\n   340|                has_missing_price = True\\n   341|        item = {\\n   342|            \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n   343|            \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"],\\n   344|            \\\"provider\\\": wallet[\\\"platform_provider\\\"] or \\\"\\\",\\n   345|            \\\"total_value_chf\\\": chf_text(value) if not has_missing_price else f\\\"{chf_text(value)} + unbewertet\\\",\\n   346|            \\\"coin_count\\\": str(len(coins)),\\n   347|            \\\"last_verified_at\\\": date_text(wallet[\\\"last_verified_at\\\"]),\\n   348|            \\\"status\\\": translate_status(\\\"active\\\" if int(wallet[\\\"is_active\\\"] or 0) else \\\"inactive\\\"),\\n   349|            \\\"actions\\\": \\\"Öffnen · Coin hinzufügen · Korrigieren · Transfer\\\",\\n   350|            \\\"_numeric_value_chf\\\": dec_text(value, \\\"0.01\\\"),\\n   351|            \\\"_wallet_id\\\": wallet[\\\"wallet_id\\\"],\\n   352|        }\\n   353|        if admin_mode:\\n   354|            item[\\\"wallet_id\\\"] = wallet[\\\"wallet_id\\\"]\\n   355|        rows.append(item)\\n   356|    return rows\\n   357|\\n   358|\\n   359|def get_wallet_coin_details(conn: Connection, wallet_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n   360|    holdings = calculate_crypto_holdings(conn)\\n   361|    rows: list[dict[str, str]] = []\\n   362|    for (wid, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n   363|        if wid != wallet_id or holding.quantity == 0:\\n   364|            continue\\n   365|        asset = conn.execute(\\\"SELECT coin_name, symbol FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n   366|        price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   367|        price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n   368|        value = holding.quantity * price_dec if price_dec is not None else None\\n   369|        item = {\\n   370|            \\\"coin\\\": asset[\\\"coin_name\\\"] if asset else asset_id,\\n   371|            \\\"symbol\\\": asset[\\\"symbol\\\"] if asset else \\\"\\\",\\n   372|            \\\"menge\\\": dec_text(holding.quantity),\\n   373|            \\\"wert_chf\\\": chf_text(value) if value is not None else \\\"nicht bewertet\\\",\\n   374|            \\\"status\\\": translate_status(price_status(price)),\\n   375|            \\\"actions\\\": \\\"Bestand korrigieren · Transfer aus Wallet · Audit anzeigen\\\",\\n   376|            \\\"_asset_id\\\": asset_id,\\n   377|            \\\"_wallet_id\\\": wallet_id,\\n   378|        }\\n   379|        if admin_mode:\\n   380|            item.update({\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id})\\n   381|        rows.append(item)\\n   382|    return rows\\n   383|\\n   384|\\n   385|def get_crypto_coin_allocation_chart(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n   386|    rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n   387|    out = []\\n   388|    for r in sorted(rows, key=lambda item: item[\\\"value\\\"] or Decimal(\\\"-1\\\"), reverse=True):\\n   389|        if r[\\\"value\\\"] is not None:\\n   390|            out.append({\\\"label\\\": str(r[\\\"coin\\\"]), \\\"value_chf\\\": dec_text(r[\\\"value\\\"], \\\"0.01\\\")})\\n   391|    return out\\n   392|\\n   393|\\n   394|def get_crypto_wallet_allocation_chart(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n   395|    rows = get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds)\\n   396|    out = []\\n   397|    for row in rows:\\n   398|        value = row[\\\"_numeric_value_chf\\\"]\\n   399|        if d(value) > 0:\\n   400|            out.append({\\\"label\\\": row[\\\"wallet_name\\\"], \\\"value_chf\\\": dec_text(value, \\\"0.01\\\")})\\n   401|    return sorted(out, key=lambda item: d(item[\\\"value_chf\\\"]), reverse=True)\\n   402|\\n   403|\\n   404|def get_crypto_coin_detail(conn: Connection, asset_id: str, *, price_max_age_seconds: int = 86_400) -> dict[str, object]:\\n   405|    row = next((r for r in _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds) if r[\\\"asset_id\\\"] == asset_id), None)\\n   406|    if not row:\\n   407|        return {}\\n   408|    all_value = sum((r[\\\"value\\\"] for r in _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds) if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n   409|    value = row[\\\"value\\\"]\\n   410|    share = (value / all_value * Decimal(\\\"100\\\")) if value is not None and all_value else None\\n   411|    latest_price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   412|    return {\\n   413|        \\\"coin\\\": str(row[\\\"coin\\\"]),\\n   414|        \\\"symbol\\\": str(row[\\\"symbol\\\"]),\\n   415|        \\\"gesamtmenge\\\": dec_text(row[\\\"quantity\\\"]),\\n   416|        \\\"gesamtwert_chf\\\": chf_text(value) if value is not None else \\\"nicht bewertet\\\",\\n   417|        \\\"kurs_chf\\\": chf_text(row[\\\"price\\\"]) if row[\\\"price\\\"] is not None else \\\"nicht bewertet\\\",\\n   418|        \\\"anteil\\\": percent_text(share),\\n   419|        \\\"preisstatus\\\": translate_status(str(row[\\\"price_status\\\"])),\\n   420|        \\\"letzte_preisaktualisierung\\\": date_text(str(row[\\\"last_price_update\\\"])),\\n   421|        \\\"preisquelle\\\": str(latest_price.get(\\\"provider\\\") or \\\"unbekannt\\\") if latest_price else \\\"unbekannt\\\",\\n   422|        \\\"cache_status\\\": \\\"lokaler Cache\\\" if latest_price else \\\"kein lokaler Preis\\\",\\n   423|        \\\"wallets\\\": get_crypto_coin_wallet_details(conn, asset_id, price_max_age_seconds=price_max_age_seconds),\\n   424|        \\\"actions\\\": [\\\"Bestand hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer\\\", \\\"Bestand auf 0 setzen\\\", \\\"Audit / Verlauf anzeigen\\\"],\\n   425|    }\\n   426|\\n   427|\\n   428|def get_wallet_detail(conn: Connection, wallet_id: str, *, price_max_age_seconds: int = 86_400) -> dict[str, object]:\\n   429|    wallet = next((w for w in get_wallet_user_overview(conn, price_max_age_seconds=price_max_age_seconds, admin_mode=True) if w.get(\\\"wallet_id\\\") == wallet_id), None)\\n   430|    if not wallet:\\n   431|        return {}\\n   432|    return {\\n   433|        \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"],\\n   434|        \\\"typ\\\": wallet[\\\"wallet_type\\\"],\\n   435|        \\\"provider\\\": wallet[\\\"provider\\\"],\\n   436|        \\\"gesamtwert_chf\\\": wallet[\\\"total_value_chf\\\"],\\n   437|        \\\"coins\\\": get_wallet_coin_details(conn, wallet_id, price_max_age_seconds=price_max_age_seconds),\\n   438|        \\\"letzte_verifikation\\\": wallet[\\\"last_verified_at\\\"],\\n   439|        \\\"notizen\\\": user_note(wallet.get(\\\"notes\\\", \\\"\\\")),\\n   440|        \\\"status\\\": wallet[\\\"status\\\"],\\n   441|        \\\"actions\\\": [\\\"Coin in Wallet hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer aus Wallet\\\", \\\"Wallet verifizieren\\\", \\\"Wallet bearbeiten\\\", \\\"Wallet deaktivieren\\\"],\\n   442|    }\\n   443|\\n   444|\\n   445|def get_crypto_overview(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n   446|    holdings = calculate_crypto_holdings(conn)\\n   447|    rows: list[dict[str, str]] = []\\n   448|    for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n   449|        qty = holding.quantity\\n   450|        asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n   451|        if not asset:\\n   452|            continue\\n   453|        price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   454|        price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n   455|        value = qty * price_dec if price_dec is not None else None\\n   456|        rows.append({\\n   457|            \\\"asset_id\\\": asset_id,\\n   458|            \\\"coin_name\\\": asset[\\\"coin_name\\\"],\\n   459|            \\\"symbol\\\": asset[\\\"symbol\\\"],\\n   460|            \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n   461|            \\\"quantity\\\": dec_text(qty),\\n   462|            \\\"latest_price_chf\\\": dec_text(price_dec, \\\"0.01\\\") if price_dec is not None else \\\"\\\",\\n   463|            \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n   464|            \\\"price_quality\\\": price[\\\"quality_status\\\"] if price else \\\"missing\\\",\\n   465|            \\\"fetched_at\\\": price[\\\"fetched_at\\\"] if price else \\\"\\\",\\n   466|        })\\n   467|    return rows\\n   468|\\n   469|\\n   470|def get_crypto_by_wallet(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, str]]:\\n   471|    holdings = calculate_crypto_holdings(conn)\\n   472|    rows: list[dict[str, str]] = []\\n   473|    for (wallet_id, asset_id), holding in sorted(holdings.wallet_holdings.items()):\\n   474|        wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n   475|        asset = conn.execute(\\\"SELECT coin_name, symbol, coingecko_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n   476|        price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   477|        price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n   478|        value = holding.quantity * price_dec if price_dec is not None else None\\n   479|        rows.append({\\n   480|            \\\"wallet_id\\\": wallet_id,\\n   481|            \\\"wallet_name\\\": wallet[\\\"wallet_name\\\"] if wallet else wallet_id,\\n   482|            \\\"wallet_type\\\": wallet[\\\"wallet_type\\\"] if wallet else \\\"\\\",\\n   483|            \\\"provider\\\": wallet[\\\"platform_provider\\\"] if wallet else \\\"\\\",\\n   484|            \\\"coin_name\\\": asset[\\\"coin_name\\\"] if asset else asset_id,\\n   485|            \\\"symbol\\\": asset[\\\"symbol\\\"] if asset else \\\"\\\",\\n   486|            \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] if asset else \\\"\\\",\\n   487|            \\\"quantity\\\": dec_text(holding.quantity),\\n   488|            \\\"market_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n   489|            \\\"wallet_value_chf\\\": dec_text(value, \\\"0.01\\\") if value is not None else \\\"\\\",\\n   490|            \\\"price_quality\\\": price[\\\"quality_status\\\"] if price else \\\"missing\\\",\\n   491|            \\\"price_fetched_at\\\": price[\\\"fetched_at\\\"] if price else \\\"\\\",\\n   492|            \\\"verification_status\\\": holding.verification_status,\\n   493|            \\\"last_verified_at\\\": holding.last_verified_at or \\\"\\\",\\n   494|        })\\n   495|    return rows\\n   496|\\n   497|\\n   498|def get_wallets(conn: Connection) -> list[dict[str, str]]:\\n   499|    return rowdicts(conn.execute(\\n   500|        \\\"\\\"\\\"\\n   501|        SELECT wallet_id, wallet_name, wallet_type, platform_provider AS provider,\\n   502|               network_chain, last_verified_at, is_active, notes\\n   503|        FROM crypto_wallets ORDER BY wallet_name\\n   504|        \\\"\\\"\\\"\\n   505|    ).fetchall())\\n   506|\\n   507|\\n   508|def get_latest_crypto_transactions(conn: Connection, limit: int = 20) -> list[dict[str, str]]:\\n   509|    return rowdicts(conn.execute(\\n   510|        \\\"\\\"\\\"\\n   511|        SELECT ct.transaction_datetime, ct.transaction_type, ca.symbol, ct.quantity, ct.fee_quantity,\\n   512|               fw.wallet_name AS from_wallet, tw.wallet_name AS to_wallet, ct.currency_original,\\n   513|               ct.amount_chf, ct.confirmation_status, ct.source\\n   514|        FROM crypto_transactions ct\\n   515|        LEFT JOIN crypto_assets ca ON ca.asset_id=ct.asset_id\\n   516|        LEFT JOIN crypto_wallets fw ON fw.wallet_id=ct.from_wallet_id\\n   517|        LEFT JOIN crypto_wallets tw ON tw.wallet_id=ct.to_wallet_id\\n   518|        ORDER BY ct.transaction_datetime DESC, ct.created_at DESC LIMIT ?\\n   519|        \\\"\\\"\\\", (limit,)\\n   520|    ).fetchall())\\n   521|\\n   522|\\n   523|def get_platform_overview(conn: Connection) -> list[dict[str, str]]:\\n   524|    return rowdicts(conn.execute(\\n   525|        \\\"\\\"\\\"\\n   526|        SELECT p.name AS platform, p.platform_type, a.account_name, a.account_type, a.currency,\\n   527|               a.performance_included, a.is_active\\n   528|        FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n   529|        ORDER BY p.name, a.account_name\\n   530|        \\\"\\\"\\\"\\n   531|    ).fetchall())\\n   532|\\n   533|\\n   534|def get_cash_overview(conn: Connection) -> list[dict[str, str]]:\\n   535|    result = calculate_cash_balances(conn)\\n   536|    rows: list[dict[str, str]] = []\\n   537|    for (account_id, currency), bal in sorted(result.balances.items()):\\n   538|        row = conn.execute(\\n   539|            \\\"SELECT a.account_name, p.name AS platform FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id WHERE a.account_id=?\\\",\\n   540|            (account_id,),\\n   541|        ).fetchone()\\n   542|        rows.append({\\n   543|            \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n   544|            \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n   545|            \\\"currency\\\": currency,\\n   546|            \\\"amount_original\\\": dec_text(bal.amount_original, \\\"0.01\\\"),\\n   547|            \\\"amount_chf\\\": dec_text(bal.amount_chf, \\\"0.01\\\") if bal.amount_chf is not None else \\\"\\\",\\n   548|            \\\"quality_status\\\": bal.quality_status,\\n   549|        })\\n   550|    return rows\\n   551|\\n   552|\\n   553|def get_positions(conn: Connection) -> list[dict[str, str]]:\\n   554|    result = calculate_positions(conn)\\n   555|    rows: list[dict[str, str]] = []\\n   556|    for (account_id, instrument_id), pos in sorted(result.positions.items()):\\n   557|        row = conn.execute(\\n   558|            \\\"\\\"\\\"\\n   559|            SELECT a.account_name, p.name AS platform, i.name, i.ticker, i.isin, i.asset_class, i.currency,\\n   560|                   i.hedge_status, i.instrument_status, i.valuation_policy, i.corporate_action_status\\n   561|            FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n   562|            JOIN instruments i ON i.instrument_id=? WHERE a.account_id=?\\n   563|            \\\"\\\"\\\",\\n   564|            (instrument_id, account_id),\\n   565|        ).fetchone()\\n   566|        rows.append({\\n   567|            \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n   568|            \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n   569|            \\\"asset_class\\\": row[\\\"asset_class\\\"] if row else \\\"\\\",\\n   570|            \\\"name\\\": row[\\\"name\\\"] if row else instrument_id,\\n   571|            \\\"ticker\\\": row[\\\"ticker\\\"] if row else \\\"\\\",\\n   572|            \\\"isin\\\": row[\\\"isin\\\"] if row else \\\"\\\",\\n   573|            \\\"quantity\\\": dec_text(pos.quantity),\\n   574|            \\\"cost_basis_chf\\\": dec_text(pos.cost_basis_chf, \\\"0.01\\\"),\\n   575|            \\\"market_value_chf\\\": dec_text(pos.market_value_chf, \\\"0.01\\\") if pos.market_value_chf is not None else \\\"\\\",\\n   576|            \\\"price_status\\\": \\\"ok\\\" if pos.market_price_original is not None else \\\"missing_market_price\\\",\\n   577|            \\\"provider_symbol_status\\\": \\\"mapped\\\" if conn.execute(\\\"SELECT 1 FROM instrument_price_mappings WHERE instrument_id=? AND mapping_status IN ('mapped','confirmed','user_confirmed') AND provider_symbol IS NOT NULL LIMIT 1\\\", (instrument_id,)).fetchone() else \\\"missing_provider_symbol\\\",\\n   578|            \\\"hedge_status\\\": row[\\\"hedge_status\\\"] if row else pos.hedge_status,\\n   579|            \\\"instrument_status\\\": row[\\\"instrument_status\\\"] if row else pos.instrument_status,\\n   580|            \\\"valuation_policy\\\": row[\\\"valuation_policy\\\"] if row else pos.valuation_policy,\\n   581|            \\\"fx_status\\\": \\\"ok\\\" if \\\"missing_fx\\\" not in pos.quality_warnings else \\\"missing_fx\\\",\\n   582|            \\\"market_price_status\\\": \\\"ok\\\" if pos.market_price_original is not None else \\\"missing_market_price\\\",\\n   583|            \\\"valuation_timestamp_status\\\": pos.valuation_timestamp_status,\\n   584|            \\\"corporate_action_status\\\": row[\\\"corporate_action_status\\\"] if row else pos.corporate_action_status,\\n   585|            \\\"valuation_status\\\": pos.valuation_status,\\n   586|            \\\"total_return_chf\\\": dec_text(pos.total_return_chf, \\\"0.01\\\") if pos.total_return_chf is not None else \\\"\\\",\\n   587|            \\\"total_return_status\\\": \\\"complete\\\" if pos.total_return_chf is not None else \\\"incomplete\\\",\\n   588|            \\\"quality_warnings\\\": \\\",\\\".join(pos.quality_warnings),\\n   589|            \\\"data_quality_status\\\": pos.data_quality_status,\\n   590|        })\\n   591|    return rows\\n   592|\\n   593|\\n   594|def get_portfolio_positions_user(conn: Connection) -> list[dict[str, str]]:\\n   595|    rows: list[dict[str, str]] = []\\n   596|    for row in get_positions(conn):\\n   597|        if row.get(\\\"asset_class\\\", \\\"\\\").lower() not in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}:\\n   598|            continue\\n   599|        rows.append({\\n   600|\", \"total_lines\": 1106, \"file_size\": 60006, \"truncated\": true, \"hint\": \"Use offset=600 to continue reading (showing 300-599 of 1106 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_D3V0uzgVTsaQCRZ442bo7c1B"
    },
    {
      "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|from typing import Protocol\\n     7|from urllib import error, parse, request\\n     8|import json\\n     9|\\n    10|from jarvis_finance.imports.common import stable_id, utc_now\\n    11|from jarvis_finance.market_data.catalog import _runtime_secret_value\\n    12|from jarvis_finance.market_data.instruments import resolve_instrument_alerts, update_instrument_metadata\\n    13|from jarvis_finance.quality.alerts import create_alert\\n    14|\\n    15|\\n    16|@dataclass(frozen=True)\\n    17|class EquityPriceQuote:\\n    18|    provider_symbol: str\\n    19|    currency: str\\n    20|    close: Decimal | None\\n    21|    provider: str = \\\"mock\\\"\\n    22|    provider_market: str | None = None\\n    23|    price_timestamp: str | None = None\\n    24|    adjusted_close: Decimal | None = None\\n    25|    quality_status: str = \\\"fresh\\\"\\n    26|    error_message: str | None = None\\n    27|\\n    28|\\n    29|@dataclass\\n    30|class MarketPriceRefreshResult:\\n    31|    asset_class: str\\n    32|    total_mappings: int = 0\\n    33|    updated_count: int = 0\\n    34|    skipped_count: int = 0\\n    35|    excluded_count: int = 0\\n    36|    cached_count: int = 0\\n    37|    stale_count: int = 0\\n    38|    warning_count: int = 0\\n    39|    error_count: int = 0\\n    40|    dry_run: bool = False\\n    41|    warnings: list[str] = field(default_factory=list)\\n    42|    errors: list[str] = field(default_factory=list)\\n    43|\\n    44|\\n    45|class EquityPriceProvider(Protocol):\\n    46|    name: str\\n    47|    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote: ...\\n    48|\\n    49|\\n    50|class MockEquityPriceProvider:\\n    51|    name = \\\"mock\\\"\\n    52|\\n    53|    def __init__(self, prices: dict[str, Decimal | str | None], *, currency: str = \\\"USD\\\", timestamps: dict[str, str] | None = None) -> None:\\n    54|        self.prices = {k: (Decimal(str(v)) if v is not None else None) for k, v in prices.items()}\\n    55|        self.currency = currency.upper()\\n    56|        self.timestamps = timestamps or {}\\n    57|\\n    58|    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n    59|        if provider_symbol not in self.prices or self.prices[provider_symbol] is None:\\n    60|            return EquityPriceQuote(provider_symbol=provider_symbol, currency=self.currency, close=None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\", provider=self.name)\\n    61|        return EquityPriceQuote(provider_symbol=provider_symbol, currency=self.currency, close=self.prices[provider_symbol], price_timestamp=self.timestamps.get(provider_symbol), provider=self.name)\\n    62|\\n    63|\\n    64|class FmpEquityPriceProvider:\\n    65|    name = \\\"fmp\\\"\\n    66|\\n    67|    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:\\n    68|        self.api_key = api_key or _runtime_secret_value((\\\"FMP_API_KEY\\\", \\\"FINANCIAL_MODELING_PREP_API_KEY\\\", \\\"JARVIS_FMP_API_KEY\\\"))\\n    69|        self.timeout_seconds = timeout_seconds\\n    70|\\n    71|    def _get_json(self, path: str, params: dict[str, str]) -> object:\\n    72|        if not self.api_key:\\n    73|            raise RuntimeError(\\\"fmp_api_key_missing\\\")\\n    74|        path = path if path.startswith(\\\"/\\\") else \\\"/\\\" + path\\n    75|        url = \\\"https://financialmodelingprep.com\\\" + path + \\\"?\\\" + parse.urlencode({**params, \\\"apikey\\\": self.api_key})\\n    76|        req = request.Request(url, headers={\\\"Accept\\\": \\\"application/json\\\"})\\n    77|        try:\\n    78|            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit user-triggered provider lookup\\n    79|                return json.loads(response.read().decode(\\\"utf-8\\\"))\\n    80|        except error.HTTPError as exc:\\n    81|            if exc.code in {401, 403}:\\n    82|                raise RuntimeError(\\\"fmp_auth_failed\\\") from exc\\n    83|            if exc.code == 402:\\n    84|                raise RuntimeError(\\\"fmp_endpoint_restricted\\\") from exc\\n    85|            if exc.code == 429:\\n    86|                raise RuntimeError(\\\"fmp_rate_limited\\\") from exc\\n    87|            raise RuntimeError(\\\"fmp_provider_error\\\") from exc\\n    88|        except error.URLError as exc:\\n    89|            raise RuntimeError(\\\"fmp_network_error\\\") from exc\\n    90|\\n    91|    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n    92|        symbol = (provider_symbol or \\\"\\\").strip().upper()\\n    93|        if not symbol:\\n    94|            return EquityPriceQuote(provider_symbol=symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=\\\"provider_symbol_missing\\\")\\n    95|        try:\\n    96|            payload = self._get_json(\\\"/stable/profile\\\", {\\\"symbol\\\": symbol})\\n    97|        except RuntimeError as exc:\\n    98|            return EquityPriceQuote(provider_symbol=symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=str(exc))\\n    99|        row = payload[0] if isinstance(payload, list) and payload and isinstance(payload[0], dict) else payload if isinstance(payload, dict) else {}\\n   100|        if isinstance(row.get(\\\"data\\\"), list) and row[\\\"data\\\"] and isinstance(row[\\\"data\\\"][0], dict):\\n   101|            row = row[\\\"data\\\"][0]\\n   102|        price = row.get(\\\"price\\\") or row.get(\\\"lastPrice\\\")\\n   103|        try:\\n   104|            close = Decimal(str(price)) if price not in {None, \\\"\\\"} else None\\n   105|        except (InvalidOperation, ValueError):\\n   106|            close = None\\n   107|        if close is None or close <= 0:\\n   108|            return EquityPriceQuote(provider_symbol=symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=\\\"price_missing\\\")\\n   109|        currency = str(row.get(\\\"currency\\\") or row.get(\\\"priceCurrency\\\") or \\\"\\\").upper()\\n   110|        return EquityPriceQuote(provider_symbol=symbol, currency=currency or \\\"USD\\\", close=close, provider=self.name, price_timestamp=utc_now(), quality_status=\\\"fresh\\\")\\n   111|\\n   112|\\n   113|class _HttpEquityPriceProvider:\\n   114|    name = \\\"provider\\\"\\n   115|    api_key_env: tuple[str, ...] = ()\\n   116|\\n   117|    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:\\n   118|        self.api_key = api_key or _runtime_secret_value(self.api_key_env)\\n   119|        self.timeout_seconds = timeout_seconds\\n   120|\\n   121|    def _json_url(self, url: str, *, headers: dict[str, str] | None = None) -> object:\\n   122|        req = request.Request(url, headers=headers or {\\\"Accept\\\": \\\"application/json\\\"})\\n   123|        try:\\n   124|            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit CLI/user provider lookup\\n   125|                return json.loads(response.read().decode(\\\"utf-8\\\"))\\n   126|        except error.HTTPError as exc:\\n   127|            if exc.code in {401, 403}:\\n   128|                raise RuntimeError(f\\\"{self.name}_auth_failed\\\") from exc\\n   129|            if exc.code == 402:\\n   130|                raise RuntimeError(f\\\"{self.name}_endpoint_restricted\\\") from exc\\n   131|            if exc.code == 429:\\n   132|                raise RuntimeError(f\\\"{self.name}_rate_limited\\\") from exc\\n   133|            raise RuntimeError(f\\\"{self.name}_provider_error\\\") from exc\\n   134|        except error.URLError as exc:\\n   135|            raise RuntimeError(f\\\"{self.name}_network_error\\\") from exc\\n   136|\\n   137|    @staticmethod\\n   138|    def _decimal_price(value: object) -> Decimal | None:\\n   139|        try:\\n   140|            price = Decimal(str(value)) if value not in {None, \\\"\\\"} else None\\n   141|        except (InvalidOperation, ValueError):\\n   142|            return None\\n   143|        return price if price is not None and price > 0 else None\\n   144|\\n   145|    def _missing(self, symbol: str, message: str) -> EquityPriceQuote:\\n   146|        return EquityPriceQuote(provider_symbol=symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=message)\\n   147|\\n   148|\\n   149|class FinnhubEquityPriceProvider(_HttpEquityPriceProvider):\\n   150|    name = \\\"finnhub\\\"\\n   151|    api_key_env = (\\\"FINNHUB_API_KEY\\\", \\\"JARVIS_FINNHUB_API_KEY\\\")\\n   152|\\n   153|    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n   154|        symbol = (provider_symbol or \\\"\\\").strip().upper()\\n   155|        if not symbol:\\n   156|            return self._missing(symbol, \\\"provider_symbol_missing\\\")\\n   157|        if not self.api_key:\\n   158|            return self._missing(symbol, \\\"finnhub_api_key_missing\\\")\\n   159|        try:\\n   160|            payload = self._json_url(\\\"https://finnhub.io/api/v1/quote?\\\" + parse.urlencode({\\\"symbol\\\": symbol, \\\"token\\\": self.api_key}))\\n   161|            profile = self._json_url(\\\"https://finnhub.io/api/v1/stock/profile2?\\\" + parse.urlencode({\\\"symbol\\\": symbol, \\\"token\\\": self.api_key}))\\n   162|        except RuntimeError as exc:\\n   163|            return self._missing(symbol, str(exc))\\n   164|        row = payload if isinstance(payload, dict) else {}\\n   165|        price = self._decimal_price(row.get(\\\"c\\\") or row.get(\\\"pc\\\"))\\n   166|        if price is None:\\n   167|            return self._missing(symbol, \\\"price_missing\\\")\\n   168|        currency = str(profile.get(\\\"currency\\\") or \\\"USD\\\").upper() if isinstance(profile, dict) else \\\"USD\\\"\\n   169|        return EquityPriceQuote(provider_symbol=symbol, currency=currency or \\\"USD\\\", close=price, provider=self.name, price_timestamp=utc_now(), quality_status=\\\"fresh\\\")\\n   170|\\n   171|\\n   172|class TwelveDataEquityPriceProvider(_HttpEquityPriceProvider):\\n   173|    name = \\\"twelvedata\\\"\\n   174|    api_key_env = (\\\"TWELVEDATA_API_KEY\\\", \\\"TWELVE_DATA_API_KEY\\\", \\\"JARVIS_TWELVEDATA_API_KEY\\\", \\\"JARVIS_TWELVE_DATA_API_KEY\\\")\\n   175|\\n   176|    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n   177|        symbol = (provider_symbol or \\\"\\\").strip().upper()\\n   178|        if not symbol:\\n   179|            return self._missing(symbol, \\\"provider_symbol_missing\\\")\\n   180|        if not self.api_key:\\n   181|            return self._missing(symbol, \\\"twelvedata_api_key_missing\\\")\\n   182|        try:\\n   183|            payload = self._json_url(\\\"https://api.twelvedata.com/quote?\\\" + parse.urlencode({\\\"symbol\\\": symbol, \\\"apikey\\\": self.api_key}))\\n   184|        except RuntimeError as exc:\\n   185|            return self._missing(symbol, str(exc))\\n   186|        row = payload if isinstance(payload, dict) else {}\\n   187|        if str(row.get(\\\"status\\\") or \\\"\\\").lower() == \\\"error\\\":\\n   188|            return self._missing(symbol, \\\"twelvedata_provider_error\\\")\\n   189|        price = self._decimal_price(row.get(\\\"close\\\") or row.get(\\\"previous_close\\\") or row.get(\\\"price\\\"))\\n   190|        if price is None:\\n   191|            return self._missing(symbol, \\\"price_missing\\\")\\n   192|        currency = str(row.get(\\\"currency\\\") or \\\"USD\\\").upper()\\n   193|        ts = str(row.get(\\\"datetime\\\") or row.get(\\\"timestamp\\\") or utc_now())\\n   194|        return EquityPriceQuote(provider_symbol=symbol, currency=currency or \\\"USD\\\", close=price, provider=self.name, price_timestamp=ts, quality_status=\\\"fresh\\\")\\n   195|\\n   196|\\n   197|class MassiveEquityPriceProvider(_HttpEquityPriceProvider):\\n   198|    name = \\\"massive\\\"\\n   199|    api_key_env = (\\\"MASSIVE_API_KEY\\\", \\\"JARVIS_MASSIVE_API_KEY\\\")\\n   200|\\n   201|    def _massive_json(self, path: str) -> object:\\n   202|        if not self.api_key:\\n   203|            raise RuntimeError(\\\"massive_api_key_missing\\\")\\n   204|        base = \\\"https://api.massive.com\\\" + path\\n   205|        try:\\n   206|            return self._json_url(base, headers={\\\"Accept\\\": \\\"application/json\\\", \\\"Authorization\\\": f\\\"Bearer {self.api_key}\\\"})\\n   207|        except RuntimeError as exc:\\n   208|            if \\\"auth_failed\\\" not in str(exc):\\n   209|                raise\\n   210|            sep = \\\"&\\\" if \\\"?\\\" in base else \\\"?\\\"\\n   211|            return self._json_url(base + sep + parse.urlencode({\\\"apiKey\\\": self.api_key}), headers={\\\"Accept\\\": \\\"application/json\\\"})\\n   212|\\n   213|    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n   214|        symbol = (provider_symbol or \\\"\\\").strip().upper()\\n   215|        if not symbol:\\n   216|            return self._missing(symbol, \\\"provider_symbol_missing\\\")\\n   217|        try:\\n   218|            payload = self._massive_json(f\\\"/v2/aggs/ticker/{parse.quote(symbol)}/prev\\\")\\n   219|        except RuntimeError as exc:\\n   220|            return self._missing(symbol, str(exc))\\n   221|        results = payload.get(\\\"results\\\", []) if isinstance(payload, dict) else []\\n   222|        row = results[0] if results and isinstance(results[0], dict) else {}\\n   223|        price = self._decimal_price(row.get(\\\"c\\\") or row.get(\\\"vw\\\"))\\n   224|        if price is None:\\n   225|            return self._missing(symbol, \\\"price_missing\\\")\\n   226|        return EquityPriceQuote(provider_symbol=symbol, currency=\\\"USD\\\", close=price, provider=self.name, price_timestamp=utc_now(), quality_status=\\\"fresh\\\")\\n   227|\\n   228|\\n   229|class EodhdEquityPriceProvider(_HttpEquityPriceProvider):\\n   230|    name = \\\"eodhd\\\"\\n   231|    api_key_env = (\\\"EODHD_API_KEY\\\", \\\"JARVIS_EODHD_API_KEY\\\")\\n   232|\\n   233|    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n   234|        symbol = (provider_symbol or \\\"\\\").strip().upper()\\n   235|        if not symbol:\\n   236|            return self._missing(symbol, \\\"provider_symbol_missing\\\")\\n   237|        if not self.api_key:\\n   238|            return self._missing(symbol, \\\"eodhd_api_key_missing\\\")\\n   239|        eod_symbol = symbol if \\\".\\\" in symbol else f\\\"{symbol}.US\\\"\\n   240|        try:\\n   241|            payload = self._json_url(\\\"https://eodhd.com/api/real-time/\\\" + parse.quote(eod_symbol) + \\\"?\\\" + parse.urlencode({\\\"api_token\\\": self.api_key, \\\"fmt\\\": \\\"json\\\"}))\\n   242|        except RuntimeError as exc:\\n   243|            return self._missing(symbol, str(exc))\\n   244|        row = payload if isinstance(payload, dict) else {}\\n   245|        price = self._decimal_price(row.get(\\\"close\\\") or row.get(\\\"previousClose\\\"))\\n   246|        if price is None:\\n   247|            return self._missing(symbol, \\\"price_missing\\\")\\n   248|        return EquityPriceQuote(provider_symbol=symbol, currency=str(row.get(\\\"currency\\\") or \\\"USD\\\").upper(), close=price, provider=self.name, price_timestamp=utc_now(), quality_status=\\\"fresh\\\")\\n   249|\\n   250|\\n   251|class CompositeEquityPriceProvider:\\n   252|    name = \\\"auto\\\"\\n   253|\\n   254|    def __init__(self, providers: list[EquityPriceProvider] | None = None) -> None:\\n   255|        self.providers = providers or [FmpEquityPriceProvider(), TwelveDataEquityPriceProvider(), FinnhubEquityPriceProvider(), MassiveEquityPriceProvider()]\\n   256|\\n   257|    def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n   258|        last_quote: EquityPriceQuote | None = None\\n   259|        for provider in self.providers:\\n   260|            quote = provider.get_price(provider_symbol, price_date=price_date)\\n   261|            if quote.close is not None and quote.quality_status == \\\"fresh\\\":\\n   262|                return quote\\n   263|            last_quote = quote\\n   264|        return last_quote or EquityPriceQuote(provider_symbol=provider_symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=\\\"price_missing\\\")\\n   265|\\n   266|\\n   267|def equity_price_provider_by_name(name: str) -> EquityPriceProvider:\\n   268|    key = (name or \\\"\\\").lower().replace(\\\"-\\\", \\\"\\\")\\n   269|    providers = {\\n   270|        \\\"auto\\\": CompositeEquityPriceProvider,\\n   271|        \\\"fmp\\\": FmpEquityPriceProvider,\\n   272|        \\\"finnhub\\\": FinnhubEquityPriceProvider,\\n   273|        \\\"twelvedata\\\": TwelveDataEquityPriceProvider,\\n   274|        \\\"massive\\\": MassiveEquityPriceProvider,\\n   275|        \\\"eodhd\\\": EodhdEquityPriceProvider,\\n   276|    }\\n   277|    if key not in providers:\\n   278|        raise ValueError(\\\"unknown equity price provider\\\")\\n   279|    return providers[key]()\\n   280|\\n   281|\\n   282|def _resolve_market_alerts(conn: Connection, *, instrument_id: str) -> int:\\n   283|    return resolve_instrument_alerts(conn, instrument_id=instrument_id, rule_ids=[\\\"missing_market_price\\\", \\\"stale_market_price\\\"])\\n   284|\\n   285|\\n   286|def _previous_price(conn: Connection, *, instrument_id: str, price_date: str, provider: str):\\n   287|    return conn.execute(\\n   288|        \\\"\\\"\\\"\\n   289|        SELECT * FROM market_prices\\n   290|        WHERE instrument_id=? AND provider=? AND price_date<? AND close IS NOT NULL AND close!=''\\n   291|        ORDER BY price_date DESC, created_at DESC LIMIT 1\\n   292|        \\\"\\\"\\\",\\n   293|        (instrument_id, provider, price_date),\\n   294|    ).fetchone()\\n   295|\\n   296|\\n   297|def _corporate_action_status(conn: Connection, *, instrument_id: str, price_date: str, provider: str, close: Decimal | None) -> str:\\n   298|    if close is None or close <= 0:\\n   299|        return \\\"not_checked\\\"\\n   300|    prev = _previous_price(conn, instrument_id=instrument_id, price_date=price_date, provider=provider)\\n   301|    if not prev or not prev[\\\"close\\\"]:\\n   302|        return \\\"not_checked\\\"\\n   303|    old = Decimal(str(prev[\\\"close\\\"]))\\n   304|    if old <= 0:\\n   305|        return \\\"not_checked\\\"\\n   306|    change = abs((close - old) / old)\\n   307|    if change > Decimal(\\\"0.25\\\"):\\n   308|        create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"corporate_action_suspected\\\", message=\\\"Large local price move detected; corporate action review required before high-confidence valuation.\\\", evidence={\\\"previous_price_date\\\": prev[\\\"price_date\\\"], \\\"price_date\\\": price_date}, fingerprint=\\\"corporate_action_suspected\\\")\\n   309|        create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"split_or_corporate_action_review_required\\\", message=\\\"Split/corporate-action review required; no automatic split correction is applied.\\\", evidence={\\\"previous_price_date\\\": prev[\\\"price_date\\\"], \\\"price_date\\\": price_date}, fingerprint=\\\"split_or_corporate_action_review_required\\\")\\n   310|        update_instrument_metadata(conn, instrument_id=instrument_id, corporate_action_status=\\\"suspected\\\", split_or_corporate_action_review_required=True, note=\\\"Automatic C2 heuristic detected >25% local price move; review required.\\\")\\n   311|        return \\\"suspected\\\"\\n   312|    return \\\"none_known\\\"\\n   313|\\n   314|\\n   315|def store_market_price(\\n   316|    conn: Connection,\\n   317|    *,\\n   318|    instrument_id: str,\\n   319|    price_date: str,\\n   320|    close: Decimal | None,\\n   321|    currency: str,\\n   322|    provider: str,\\n   323|    provider_symbol: str | None,\\n   324|    provider_market: str | None = None,\\n   325|    price_timestamp: str | None = None,\\n   326|    adjusted_close: Decimal | None = None,\\n   327|    quality_status: str = \\\"fresh\\\",\\n   328|    error_message: str | None = None,\\n   329|) -> str:\\n   330|    now = utc_now()\\n   331|    corp_status = _corporate_action_status(conn, instrument_id=instrument_id, price_date=price_date, provider=provider, close=close) if quality_status == \\\"fresh\\\" else \\\"not_checked\\\"\\n   332|    market_price_id = stable_id(\\\"marketprice\\\", instrument_id, price_date, provider, provider_symbol or \\\"\\\", now)\\n   333|    conn.execute(\\n   334|        \\\"\\\"\\\"\\n   335|        INSERT INTO market_prices(\\n   336|            market_price_id, instrument_id, price_date, price_timestamp, close, adjusted_close,\\n   337|            currency, provider, provider_symbol, quality_status, created_at, provider_market, error_message,\\n   338|            corporate_action_status\\n   339|        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n   340|        ON CONFLICT(instrument_id, price_date, provider) DO UPDATE SET\\n   341|            price_timestamp=excluded.price_timestamp,\\n   342|            close=excluded.close,\\n   343|            adjusted_close=excluded.adjusted_close,\\n   344|            currency=excluded.currency,\\n   345|            provider_symbol=excluded.provider_symbol,\\n   346|            quality_status=excluded.quality_status,\\n   347|            created_at=excluded.created_at,\\n   348|            provider_market=excluded.provider_market,\\n   349|            error_message=excluded.error_message,\\n   350|            corporate_action_status=excluded.corporate_action_status\\n   351|        \\\"\\\"\\\",\\n   352|        (market_price_id, instrument_id, price_date, price_timestamp, format(close, \\\"f\\\") if close is not None else \\\"\\\", format(adjusted_close, \\\"f\\\") if adjusted_close is not None else None, currency.upper(), provider, provider_symbol, quality_status, now, provider_market, error_message, corp_status),\\n   353|    )\\n   354|    if quality_status in {\\\"missing\\\", \\\"stale\\\", \\\"error\\\", \\\"conflict\\\"} or close is None:\\n   355|        rule = \\\"stale_market_price\\\" if quality_status == \\\"stale\\\" else \\\"missing_market_price\\\"\\n   356|        create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=rule, message=\\\"Instrument local market price is not fresh.\\\", evidence={\\\"provider\\\": provider, \\\"provider_symbol\\\": provider_symbol, \\\"price_date\\\": price_date, \\\"quality_status\\\": quality_status}, fingerprint=f\\\"{rule}:{provider}:{provider_symbol}\\\")\\n   357|    elif quality_status == \\\"fresh\\\":\\n   358|        _resolve_market_alerts(conn, instrument_id=instrument_id)\\n   359|    conn.commit()\\n   360|    return market_price_id\\n   361|\\n   362|\\n   363|def refresh_market_prices(\\n   364|    conn: Connection,\\n   365|    *,\\n   366|    provider: EquityPriceProvider,\\n   367|    asset_class: str,\\n   368|    price_date: str | None = None,\\n   369|    only_missing: bool = False,\\n   370|    only_stale: bool = False,\\n   371|    only_isin: str | None = None,\\n   372|    limit: int | None = None,\\n   373|    dry_run: bool = False,\\n   374|) -> MarketPriceRefreshResult:\\n   375|    asset = asset_class.lower()\\n   376|    result = MarketPriceRefreshResult(asset_class=asset, dry_run=dry_run)\\n   377|    query = \\\"\\\"\\\"\\n   378|        SELECT m.*, i.asset_class, i.isin, i.instrument_status AS current_instrument_status, i.valuation_policy AS current_valuation_policy FROM instrument_price_mappings m\\n   379|        JOIN instruments i ON i.instrument_id=m.instrument_id\\n   380|        WHERE LOWER(i.asset_class)=? AND m.mapping_status='mapped' AND m.provider_symbol IS NOT NULL\\n   381|        ORDER BY i.isin, m.provider_symbol\\n   382|    \\\"\\\"\\\"\\n   383|    mappings = conn.execute(query, (asset,)).fetchall()\\n   384|    if only_isin:\\n   385|        mappings = [m for m in mappings if (m[\\\"isin\\\"] or \\\"\\\").upper() == only_isin.upper()]\\n   386|    if limit is not None:\\n   387|        mappings = mappings[:limit]\\n   388|    result.total_mappings = len(mappings)\\n   389|    effective_date = price_date or utc_now()[:10]\\n   390|    for mapping in mappings:\\n   391|        if mapping[\\\"current_instrument_status\\\"] in {\\\"delisted\\\", \\\"suspended\\\", \\\"merged\\\", \\\"inactive\\\"} or mapping[\\\"current_valuation_policy\\\"] == \\\"exclude_from_auto_price_update\\\":\\n   392|            result.excluded_count += 1\\n   393|            result.skipped_count += 1\\n   394|            if not dry_run:\\n   395|                create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=mapping[\\\"instrument_id\\\"], rule_id=\\\"delisted_or_suspended\\\", message=\\\"Instrument excluded from automatic market-price update.\\\", evidence={\\\"instrument_status\\\": mapping[\\\"current_instrument_status\\\"], \\\"valuation_policy\\\": mapping[\\\"current_valuation_policy\\\"]}, fingerprint=f\\\"excluded:{mapping['current_instrument_status']}:{mapping['current_valuation_policy']}\\\")\\n   396|            continue\\n   397|        latest = conn.execute(\\\"SELECT * FROM market_prices WHERE instrument_id=? AND quality_status='fresh' ORDER BY price_date DESC, created_at DESC LIMIT 1\\\", (mapping[\\\"instrument_id\\\"],)).fetchone()\\n   398|        if only_missing and latest:\\n   399|            result.cached_count += 1\\n   400|            continue\\n   401|\", \"total_lines\": 422, \"file_size\": 22927, \"truncated\": true, \"hint\": \"Use offset=401 to continue reading (showing 1-400 of 422 lines)\", \"is_binary\": false, \"is_image\": false}",
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    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"   600|            \\\"name\\\": row.get(\\\"name\\\", \\\"\\\"),\\n   601|            \\\"ticker\\\": row.get(\\\"ticker\\\", \\\"\\\"),\\n   602|            \\\"depot\\\": row.get(\\\"account_name\\\", \\\"\\\"),\\n   603|            \\\"menge\\\": row.get(\\\"quantity\\\", \\\"\\\"),\\n   604|            \\\"marktwert_chf\\\": chf_text(row.get(\\\"market_value_chf\\\")) if row.get(\\\"market_value_chf\\\") else \\\"nicht bewertet\\\",\\n   605|            \\\"einstand_chf\\\": chf_text(row.get(\\\"cost_basis_chf\\\")) if row.get(\\\"cost_basis_chf\\\") else \\\"unvollständig\\\",\\n   606|            \\\"p_l_chf\\\": chf_text(row.get(\\\"total_return_chf\\\")) if row.get(\\\"total_return_chf\\\") else \\\"nicht berechenbar\\\",\\n   607|            \\\"status\\\": translate_status(row.get(\\\"price_status\\\") or row.get(\\\"data_quality_status\\\")),\\n   608|        })\\n   609|    return rows\\n   610|\\n   611|\\n   612|def get_portfolio_asset_class_chart(conn: Connection) -> list[dict[str, str]]:\\n   613|    summary = get_command_center_summary(conn)\\n   614|    return [\\n   615|        {\\\"label\\\": \\\"Crypto\\\", \\\"value_chf\\\": summary[\\\"crypto_total_chf\\\"]},\\n   616|        {\\\"label\\\": \\\"Aktien/ETF\\\", \\\"value_chf\\\": summary[\\\"equity_etf_total_chf\\\"]},\\n   617|        {\\\"label\\\": \\\"Cash\\\", \\\"value_chf\\\": summary[\\\"cash_total_chf\\\"]},\\n   618|    ]\\n   619|\\n   620|\\n   621|def get_platform_value_chart(conn: Connection) -> list[dict[str, str]]:\\n   622|    totals: dict[str, Decimal] = {}\\n   623|    for row in get_cash_overview(conn):\\n   624|        totals[row[\\\"platform\\\"]] = totals.get(row[\\\"platform\\\"], Decimal(\\\"0\\\")) + d(row.get(\\\"amount_chf\\\"))\\n   625|    for row in get_positions(conn):\\n   626|        totals[row[\\\"platform\\\"]] = totals.get(row[\\\"platform\\\"], Decimal(\\\"0\\\")) + d(row.get(\\\"market_value_chf\\\"))\\n   627|    crypto_total = d(get_crypto_summary_cards(conn)[\\\"total_value_chf\\\"])\\n   628|    if crypto_total:\\n   629|        totals[\\\"Crypto Wallets\\\"] = totals.get(\\\"Crypto Wallets\\\", Decimal(\\\"0\\\")) + crypto_total\\n   630|    return [{\\\"label\\\": k, \\\"value_chf\\\": dec_text(v, \\\"0.01\\\")} for k, v in sorted(totals.items(), key=lambda item: item[1], reverse=True)]\\n   631|\\n   632|\\n   633|def get_ledger_transactions(conn: Connection, limit: int = 200) -> list[dict[str, str]]:\\n   634|    return rowdicts(conn.execute(\\n   635|        \\\"\\\"\\\"\\n   636|        SELECT t.trade_date, p.name AS platform, a.account_name, t.transaction_type,\\n   637|               i.name AS instrument, i.ticker, t.quantity, t.gross_amount_original,\\n   638|               t.net_amount_original, t.currency_original, t.fx_status, t.quality_status,\\n   639|               t.source_type, t.source_id\\n   640|        FROM transactions t\\n   641|        LEFT JOIN accounts a ON a.account_id=t.account_id\\n   642|        LEFT JOIN platforms p ON p.platform_id=a.platform_id\\n   643|        LEFT JOIN instruments i ON i.instrument_id=t.instrument_id\\n   644|        ORDER BY t.trade_date DESC, t.created_at DESC LIMIT ?\\n   645|        \\\"\\\"\\\", (limit,)\\n   646|    ).fetchall())\\n   647|\\n   648|\\n   649|def get_watchlist(conn: Connection) -> list[dict[str, str]]:\\n   650|    return rowdicts(conn.execute(\\\"SELECT name, asset_class, reason, status, target_entry_price, target_entry_currency, investment_case, bear_case, next_review_date FROM watchlist ORDER BY name\\\").fetchall())\\n   651|\\n   652|\\n   653|def resolve_alert_entity_label(conn: Connection, entity_type: str | None, entity_id: str | None) -> str:\\n   654|    if not entity_id:\\n   655|        return entity_type or \\\"Portfolio\\\"\\n   656|    if entity_type == \\\"instrument\\\" or str(entity_id).startswith(\\\"instrument-\\\"):\\n   657|        row = conn.execute(\\\"SELECT name, ticker FROM instruments WHERE instrument_id=?\\\", (entity_id,)).fetchone()\\n   658|        if row:\\n   659|            return f\\\"{row['name']} ({row['ticker']})\\\" if row[\\\"ticker\\\"] else row[\\\"name\\\"]\\n   660|        return \\\"Unbekanntes Instrument\\\"\\n   661|    if entity_type == \\\"crypto_asset\\\":\\n   662|        row = conn.execute(\\\"SELECT coin_name, symbol FROM crypto_assets WHERE asset_id=?\\\", (entity_id,)).fetchone()\\n   663|        if row:\\n   664|            return f\\\"{row['coin_name']} ({row['symbol']})\\\"\\n   665|    if entity_type == \\\"crypto_wallet\\\":\\n   666|        row = conn.execute(\\\"SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?\\\", (entity_id,)).fetchone()\\n   667|        if row:\\n   668|            return row[\\\"wallet_name\\\"]\\n   669|    return entity_type or \\\"Portfolio\\\"\\n   670|\\n   671|\\n   672|def alert_title(rule_id: str, message: str = \\\"\\\", entity: str = \\\"\\\") -> str:\\n   673|    labels = {\\n   674|        \\\"missing_fx\\\": \\\"FX-Kurs fehlt\\\",\\n   675|        \\\"stale_fx\\\": \\\"FX-Kurs veraltet\\\",\\n   676|        \\\"missing_market_price\\\": \\\"Marktpreis fehlt\\\",\\n   677|        \\\"stale_market_price\\\": \\\"Marktpreis veraltet\\\",\\n   678|        \\\"missing_provider_symbol\\\": \\\"Marktdaten-Zuordnung fehlt\\\",\\n   679|        \\\"manual_fx_override_required\\\": \\\"Manueller FX-Kurs nötig\\\",\\n   680|\", \"total_lines\": 1106, \"file_size\": 60006, \"truncated\": true, \"hint\": \"Use offset=680 to continue reading (showing 600-679 of 1106 lines)\", \"is_binary\": false, \"is_image\": false}",
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      "name": "read_file",
      "content": "{\"content\": \"   401|        if only_stale and latest and latest[\\\"price_date\\\"] >= effective_date:\\n   402|            result.cached_count += 1\\n   403|            continue\\n   404|        quote = provider.get_price(mapping[\\\"provider_symbol\\\"], price_date=effective_date)\\n   405|        status = quote.quality_status\\n   406|        if not dry_run:\\n   407|            store_market_price(conn, instrument_id=mapping[\\\"instrument_id\\\"], price_date=effective_date, close=quote.close, currency=quote.currency or mapping[\\\"currency\\\"], provider=quote.provider or provider.name, provider_symbol=mapping[\\\"provider_symbol\\\"], provider_market=mapping[\\\"provider_market\\\"], price_timestamp=quote.price_timestamp, adjusted_close=quote.adjusted_close, quality_status=status, error_message=quote.error_message)\\n   408|        if quote.close is not None and status == \\\"fresh\\\":\\n   409|            result.updated_count += 1\\n   410|        elif status in {\\\"missing\\\", \\\"stale\\\"}:\\n   411|            result.warning_count += 1\\n   412|            result.warnings.append(mapping[\\\"instrument_id\\\"])\\n   413|            if status == \\\"stale\\\":\\n   414|                result.stale_count += 1\\n   415|            if status == \\\"missing\\\" and not dry_run:\\n   416|                update_instrument_metadata(conn, instrument_id=mapping[\\\"instrument_id\\\"], instrument_status=\\\"suspected_inactive\\\", note=\\\"Provider returned missing price; suspected inactive requires manual review.\\\")\\n   417|        else:\\n   418|            result.error_count += 1\\n   419|            result.errors.append(mapping[\\\"instrument_id\\\"])\\n   420|    if not dry_run:\\n   421|        conn.commit()\\n   422|    return result\\n   423|\", \"total_lines\": 422, \"file_size\": 22927, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import json\\n     4|from decimal import Decimal, InvalidOperation\\n     5|from urllib import error, parse, request\\n     6|\\n     7|from jarvis_finance.market_data.catalog import _runtime_secret_value\\n     8|\\n     9|\\n    10|class HistoricalFxUnavailable(RuntimeError):\\n    11|    def __init__(self, message: str, *, status: str = \\\"manual_override_required\\\") -> None:\\n    12|        super().__init__(message)\\n    13|        self.status = status\\n    14|\\n    15|\\n    16|class MockFxProvider:\\n    17|    name = \\\"mock\\\"\\n    18|\\n    19|    def __init__(self, rates: dict[tuple[str, str, str], Decimal | str | None], *, unavailable: set[tuple[str, str, str]] | None = None) -> None:\\n    20|        self.rates = {(a.upper(), b.upper(), d): (Decimal(str(v)) if v is not None else None) for (a, b, d), v in rates.items()}\\n    21|        self.unavailable = {(a.upper(), b.upper(), d) for a, b, d in (unavailable or set())}\\n    22|\\n    23|    def get_rate(self, base_currency: str, quote_currency: str, rate_date: str | None = None) -> Decimal | None:\\n    24|        date = rate_date or \\\"latest\\\"\\n    25|        key = (base_currency.upper(), quote_currency.upper(), date)\\n    26|        if key in self.unavailable:\\n    27|            raise HistoricalFxUnavailable(\\\"historical FX unavailable/paywalled\\\")\\n    28|        return self.rates.get(key)\\n    29|\\n    30|\\n    31|class FrankfurterFxProvider:\\n    32|    name = \\\"frankfurter\\\"\\n    33|\\n    34|    def __init__(self, *, timeout_seconds: float = 8.0) -> None:\\n    35|        self.timeout_seconds = timeout_seconds\\n    36|\\n    37|    def get_rate(self, base_currency: str, quote_currency: str, rate_date: str | None = None) -> Decimal | None:\\n    38|        base = base_currency.upper(); quote = quote_currency.upper()\\n    39|        if base == quote:\\n    40|            return Decimal(\\\"1\\\")\\n    41|        endpoint = \\\"latest\\\" if not rate_date or rate_date == \\\"latest\\\" else rate_date\\n    42|        url = f\\\"https://api.frankfurter.app/{endpoint}?\\\" + parse.urlencode({\\\"from\\\": base, \\\"to\\\": quote})\\n    43|        try:\\n    44|            req = request.Request(url, headers={\\\"Accept\\\": \\\"application/json\\\"})\\n    45|            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit CLI FX update\\n    46|                payload = json.loads(response.read().decode(\\\"utf-8\\\"))\\n    47|        except error.HTTPError as exc:\\n    48|            if exc.code == 429:\\n    49|                raise HistoricalFxUnavailable(\\\"frankfurter_rate_limited\\\", status=\\\"rate_limited\\\") from exc\\n    50|            raise HistoricalFxUnavailable(\\\"frankfurter_provider_error\\\") from exc\\n    51|        except error.URLError as exc:\\n    52|            raise HistoricalFxUnavailable(\\\"frankfurter_network_error\\\") from exc\\n    53|        try:\\n    54|            value = payload.get(\\\"rates\\\", {}).get(quote)\\n    55|            return Decimal(str(value)) if value not in {None, \\\"\\\"} else None\\n    56|        except (InvalidOperation, ValueError, AttributeError):\\n    57|            return None\\n    58|\\n    59|\\n    60|class TwelveDataFxProvider:\\n    61|    name = \\\"twelvedata\\\"\\n    62|\\n    63|    def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:\\n    64|        self.api_key = api_key or _runtime_secret_value((\\\"TWELVEDATA_API_KEY\\\", \\\"TWELVE_DATA_API_KEY\\\", \\\"JARVIS_TWELVEDATA_API_KEY\\\", \\\"JARVIS_TWELVE_DATA_API_KEY\\\"))\\n    65|        self.timeout_seconds = timeout_seconds\\n    66|\\n    67|    def get_rate(self, base_currency: str, quote_currency: str, rate_date: str | None = None) -> Decimal | None:\\n    68|        base = base_currency.upper(); quote = quote_currency.upper()\\n    69|        if base == quote:\\n    70|            return Decimal(\\\"1\\\")\\n    71|        if not self.api_key:\\n    72|            raise HistoricalFxUnavailable(\\\"twelvedata_api_key_missing\\\", status=\\\"manual_override_required\\\")\\n    73|        symbol = f\\\"{base}/{quote}\\\"\\n    74|        endpoint = \\\"exchange_rate\\\" if not rate_date or rate_date == \\\"latest\\\" else \\\"time_series\\\"\\n    75|        params: dict[str, str] = {\\\"symbol\\\": symbol, \\\"apikey\\\": self.api_key}\\n    76|        if endpoint == \\\"time_series\\\":\\n    77|            params.update({\\\"interval\\\": \\\"1day\\\", \\\"start_date\\\": rate_date, \\\"end_date\\\": rate_date, \\\"outputsize\\\": \\\"1\\\"})\\n    78|        url = \\\"https://api.twelvedata.com/\\\" + endpoint + \\\"?\\\" + parse.urlencode(params)\\n    79|        try:\\n    80|            req = request.Request(url, headers={\\\"Accept\\\": \\\"application/json\\\"})\\n    81|            with request.urlopen(req, timeout=self.timeout_seconds) as response:  # noqa: S310 - explicit CLI FX update\\n    82|                payload = json.loads(response.read().decode(\\\"utf-8\\\"))\\n    83|        except error.HTTPError as exc:\\n    84|            if exc.code in {401, 403}:\\n    85|                raise HistoricalFxUnavailable(\\\"twelvedata_auth_failed\\\", status=\\\"forbidden\\\") from exc\\n    86|            if exc.code == 429:\\n    87|                raise HistoricalFxUnavailable(\\\"twelvedata_rate_limited\\\", status=\\\"rate_limited\\\") from exc\\n    88|            raise HistoricalFxUnavailable(\\\"twelvedata_provider_error\\\") from exc\\n    89|        except error.URLError as exc:\\n    90|            raise HistoricalFxUnavailable(\\\"twelvedata_network_error\\\") from exc\\n    91|        if isinstance(payload, dict) and str(payload.get(\\\"status\\\") or \\\"\\\").lower() == \\\"error\\\":\\n    92|            raise HistoricalFxUnavailable(\\\"twelvedata_provider_error\\\")\\n    93|        value = None\\n    94|        if endpoint == \\\"exchange_rate\\\" and isinstance(payload, dict):\\n    95|            value = payload.get(\\\"rate\\\")\\n    96|        elif isinstance(payload, dict):\\n    97|            values = payload.get(\\\"values\\\", [])\\n    98|            if values and isinstance(values[0], dict):\\n    99|                value = values[0].get(\\\"close\\\")\\n   100|        try:\\n   101|            return Decimal(str(value)) if value not in {None, \\\"\\\"} else None\\n   102|        except (InvalidOperation, ValueError):\\n   103|            return None\\n   104|\\n   105|\\n   106|def fx_provider_by_name(name: str):\\n   107|    key = (name or \\\"\\\").lower().replace(\\\"_\\\", \\\"\\\").replace(\\\"-\\\", \\\"\\\")\\n   108|    if key == \\\"frankfurter\\\":\\n   109|        return FrankfurterFxProvider()\\n   110|    if key == \\\"twelvedata\\\":\\n   111|        return TwelveDataFxProvider()\\n   112|    if key == \\\"mock\\\":\\n   113|        return MockFxProvider({})\\n   114|    raise ValueError(\\\"unknown fx provider\\\")\\n   115|\", \"total_lines\": 114, \"file_size\": 5635, \"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.dashboard import data as dashboard_data\\n     6|from jarvis_finance.dashboard.views import page_00_command_center, page_03_equities_etfs, page_17_position_add\\n     7|from jarvis_finance.equity.manage import add_manual_position_from_catalog, create_manual_catalog_entry, ensure_standard_broker_accounts\\n     8|from jarvis_finance.fx.rates import upsert_fx_rate\\n     9|from jarvis_finance.ledger.cash import calculate_cash_balances\\n    10|from jarvis_finance.market_data.prices import MockEquityPriceProvider, store_market_price\\n    11|from jarvis_finance.storage.database import connect_memory\\n    12|from jarvis_finance.storage.migrations import apply_migrations\\n    13|from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn\\n    14|\\n    15|\\n    16|def _visible_text(st: FakeStreamlit) -> str:\\n    17|    parts: list[str] = []\\n    18|    for _name, args, kwargs in st.calls:\\n    19|        parts.extend(str(arg) for arg in args)\\n    20|        parts.extend(str(value) for value in kwargs.values())\\n    21|    return \\\"\\\\n\\\".join(parts)\\n    22|\\n    23|\\n    24|def setup_equity_conn():\\n    25|    conn = connect_memory()\\n    26|    apply_migrations(conn)\\n    27|    ensure_standard_broker_accounts(conn)\\n    28|    account_id = conn.execute(\\\"SELECT account_id FROM accounts ORDER BY account_id LIMIT 1\\\").fetchone()[\\\"account_id\\\"]\\n    29|    catalog_id = create_manual_catalog_entry(\\n    30|        conn,\\n    31|        asset_class=\\\"stock\\\",\\n    32|        name=\\\"Synthetic Valued AG\\\",\\n    33|        currency=\\\"USD\\\",\\n    34|        isin=\\\"US0000000001\\\",\\n    35|        ticker=\\\"SYNV\\\",\\n    36|        exchange=\\\"NASDAQ\\\",\\n    37|        provider=\\\"fmp\\\",\\n    38|        provider_symbol=\\\"SYNV\\\",\\n    39|        note=\\\"synthetic catalog entry for MVP regression\\\",\\n    40|    )\\n    41|    return conn, account_id, catalog_id\\n    42|\\n    43|\\n    44|def test_manual_position_uses_cached_historical_fx_without_manual_rate() -> None:\\n    45|    conn, account_id, catalog_id = setup_equity_conn()\\n    46|    upsert_fx_rate(conn, base_currency=\\\"USD\\\", quote_currency=\\\"CHF\\\", rate_date=\\\"2026-01-15\\\", rate=Decimal(\\\"0.91\\\"), provider=\\\"mock\\\", rate_type=\\\"close\\\")\\n    47|    conn.commit()\\n    48|\\n    49|    result = add_manual_position_from_catalog(\\n    50|        conn,\\n    51|        catalog_entry_id=catalog_id,\\n    52|        account_id=account_id,\\n    53|        position_type=\\\"initial_snapshot\\\",\\n    54|        quantity_text=\\\"2\\\",\\n    55|        trade_date=\\\"2026-01-15\\\",\\n    56|        currency=\\\"USD\\\",\\n    57|        cost_basis_original_text=\\\"100\\\",\\n    58|        fx_status=\\\"ok\\\",\\n    59|        note=\\\"synthetic position with cached FX\\\",\\n    60|        confirm=True,\\n    61|    )\\n    62|\\n    63|    tx = conn.execute(\\\"SELECT fx_rate_to_chf, fx_source, fx_status, gross_amount_chf FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n    64|    assert tx[\\\"fx_rate_to_chf\\\"] == \\\"0.91\\\"\\n    65|    assert tx[\\\"fx_source\\\"] == \\\"cached_fx_rate\\\"\\n    66|    assert tx[\\\"fx_status\\\"] == \\\"ok\\\"\\n    67|    assert tx[\\\"gross_amount_chf\\\"] == \\\"91.0000\\\"\\n    68|\\n    69|\\n    70|def test_cash_asset_choice_renders_cash_entry_and_writes_audited_snapshot() -> None:\\n    71|    conn = connect_memory()\\n    72|    apply_migrations(conn)\\n    73|    ensure_standard_broker_accounts(conn)\\n    74|    st = FakeStreamlit(\\n    75|        button_presses={\\\"Cash speichern\\\"},\\n    76|        inputs={\\n    77|            \\\"position_add_asset_choice\\\": \\\"Cash\\\",\\n    78|            \\\"position_add_cash_account\\\": \\\"Anderes Konto · Manual Portfolio · CHF\\\",\\n    79|            \\\"position_add_cash_currency\\\": \\\"CHF\\\",\\n    80|            \\\"position_add_cash_amount\\\": \\\"123.45\\\",\\n    81|            \\\"position_add_cash_date\\\": \\\"2026-01-31\\\",\\n    82|            \\\"position_add_cash_note\\\": \\\"synthetic cash balance\\\",\\n    83|            \\\"position_add_cash_confirm\\\": True,\\n    84|        },\\n    85|    )\\n    86|\\n    87|    page_17_position_add.render(st, conn)\\n    88|\\n    89|    text = _visible_text(st)\\n    90|    assert \\\"Cash erfassen\\\" in text\\n    91|    assert \\\"Cash gespeichert\\\" in text\\n    92|    balances = calculate_cash_balances(conn)\\n    93|    assert any(balance.amount_original == Decimal(\\\"123.45\\\") and balance.currency == \\\"CHF\\\" for balance in balances.balances.values())\\n    94|\\n    95|\\n    96|def test_equity_page_refreshes_valuation_from_mapped_provider(monkeypatch) -> None:\\n    97|    conn, account_id, catalog_id = setup_equity_conn()\\n    98|    upsert_fx_rate(conn, base_currency=\\\"USD\\\", quote_currency=\\\"CHF\\\", rate_date=\\\"2026-01-15\\\", rate=Decimal(\\\"0.90\\\"), provider=\\\"mock\\\", rate_type=\\\"close\\\")\\n    99|    add_manual_position_from_catalog(\\n   100|        conn,\\n   101|        catalog_entry_id=catalog_id,\\n   102|        account_id=account_id,\\n   103|        position_type=\\\"initial_snapshot\\\",\\n   104|        quantity_text=\\\"2\\\",\\n   105|        trade_date=\\\"2026-01-15\\\",\\n   106|        currency=\\\"USD\\\",\\n   107|        cost_basis_original_text=\\\"100\\\",\\n   108|        note=\\\"synthetic unvalued position\\\",\\n   109|        confirm=True,\\n   110|    )\\n   111|    monkeypatch.setattr(page_03_equities_etfs, \\\"equity_price_provider_by_name\\\", lambda _name: MockEquityPriceProvider({\\\"SYNV\\\": \\\"50\\\"}, currency=\\\"USD\\\"))\\n   112|\\n   113|    st = FakeStreamlit(button_presses={\\\"Bewertung aktualisieren\\\"})\\n   114|    page_03_equities_etfs.render(st, conn)\\n   115|\\n   116|    text = _visible_text(st)\\n   117|    assert \\\"Bewertung aktualisieren\\\" in text\\n   118|    assert \\\"Bewertung aktualisiert\\\" in text\\n   119|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM market_prices WHERE close='50'\\\").fetchone()[\\\"c\\\"] == 1\\n   120|\\n   121|\\n   122|def test_command_center_price_refresh_updates_crypto_and_equity(monkeypatch) -> None:\\n   123|    conn, account_id, catalog_id = setup_equity_conn()\\n   124|    upsert_fx_rate(conn, base_currency=\\\"USD\\\", quote_currency=\\\"CHF\\\", rate_date=\\\"2026-01-15\\\", rate=Decimal(\\\"0.90\\\"), provider=\\\"mock\\\", rate_type=\\\"close\\\")\\n   125|    add_manual_position_from_catalog(\\n   126|        conn,\\n   127|        catalog_entry_id=catalog_id,\\n   128|        account_id=account_id,\\n   129|        position_type=\\\"initial_snapshot\\\",\\n   130|        quantity_text=\\\"1\\\",\\n   131|        trade_date=\\\"2026-01-15\\\",\\n   132|        currency=\\\"USD\\\",\\n   133|        cost_basis_original_text=\\\"100\\\",\\n   134|        note=\\\"synthetic cc position\\\",\\n   135|        confirm=True,\\n   136|    )\\n   137|    monkeypatch.setattr(page_00_command_center, \\\"CoinGeckoClient\\\", lambda **_kwargs: type(\\\"Provider\\\", (), {\\\"get_crypto_prices\\\": lambda self, ids, currency='CHF': {}})())\\n   138|    monkeypatch.setattr(page_00_command_center, \\\"equity_price_provider_by_name\\\", lambda _name: MockEquityPriceProvider({\\\"SYNV\\\": \\\"42\\\"}, currency=\\\"USD\\\"))\\n   139|\\n   140|    st = FakeStreamlit(button_presses={\\\"Preise aktualisieren\\\"})\\n   141|    page_00_command_center.render(st, conn)\\n   142|\\n   143|    assert \\\"Aktien/ETF\\\" in _visible_text(st)\\n   144|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM market_prices WHERE close='42'\\\").fetchone()[\\\"c\\\"] == 1\\n   145|\\n   146|\\n   147|def test_crypto_detail_exposes_cache_source_and_timestamp_without_raw_ids() -> None:\\n   148|    conn = setup_multi_wallet_crypto_conn()\\n   149|    eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n   150|\\n   151|    detail = dashboard_data.get_crypto_coin_detail(conn, eth[\\\"_asset_id\\\"], price_max_age_seconds=999999999)\\n   152|\\n   153|    assert detail[\\\"preisquelle\\\"] == \\\"synthetic-cache\\\"\\n   154|    assert detail[\\\"cache_status\\\"] == \\\"lokaler Cache\\\"\\n   155|    assert \\\"asset_id\\\" not in detail\\n   156|    assert \\\"coingecko_id\\\" not in detail\\n   157|\", \"total_lines\": 156, \"file_size\": 6599, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_EpHXjc6qvAMwGfjzagVLgwvT"
    },
    {
      "role": "tool",
      "name": "read_file",
      "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.market_data.catalog import CatalogSearchResult, instrument_provider_statuses\\n    17|from jarvis_finance.market_data.prices import FmpEquityPriceProvider, MockEquityPriceProvider, refresh_market_prices, store_market_price\\n    18|from jarvis_finance.storage.database import connect_memory\\n    19|from jarvis_finance.storage.migrations import apply_migrations\\n    20|\\n    21|\\n    22|def setup_conn():\\n    23|    conn = connect_memory()\\n    24|    apply_migrations(conn)\\n    25|    return conn\\n    26|\\n    27|\\n    28|def seed_account(conn, platform_name: str = \\\"Synthetic PostFinance\\\") -> str:\\n    29|    platform_id = f\\\"platform-{platform_name.lower().replace(' ', '-')}\\\"\\n    30|    account_id = f\\\"account-{platform_name.lower().replace(' ', '-')}\\\"\\n    31|    conn.execute(\\n    32|        \\\"INSERT INTO platforms(platform_id, name, platform_type, country, default_currency, created_at) VALUES (?, ?, 'broker', 'CH', 'CHF', '2026-01-01')\\\",\\n    33|        (platform_id, platform_name),\\n    34|    )\\n    35|    conn.execute(\\n    36|        \\\"INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES (?, ?, 'Synthetic Depot', 'brokerage', 'CHF', '2026-01-01')\\\",\\n    37|        (account_id, platform_id),\\n    38|    )\\n    39|    conn.commit()\\n    40|    return account_id\\n    41|\\n    42|\\n    43|def audit_count(conn, action: str) -> int:\\n    44|    return conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action=?\\\", (action,)).fetchone()[\\\"c\\\"]\\n    45|\\n    46|\\n    47|def test_add_stock_initial_snapshot_creates_instrument_transaction_and_audit() -> None:\\n    48|    conn = setup_conn()\\n    49|    account_id = seed_account(conn)\\n    50|\\n    51|    result = add_equity_initial_snapshot(\\n    52|        conn,\\n    53|        account_id=account_id,\\n    54|        asset_class=\\\"stock\\\",\\n    55|        name=\\\"Synthetic Nestle\\\",\\n    56|        isin=\\\"CH0038863350\\\",\\n    57|        ticker=\\\"NESN\\\",\\n    58|        exchange=\\\"SIX\\\",\\n    59|        currency=\\\"CHF\\\",\\n    60|        quantity_text=\\\"3.5\\\",\\n    61|        cost_basis_original_text=\\\"350.00\\\",\\n    62|        snapshot_date=\\\"2025-12-31\\\",\\n    63|        category=\\\"Core\\\",\\n    64|        note=\\\"synthetic incomplete history accepted\\\",\\n    65|        confirm=True,\\n    66|    )\\n    67|\\n    68|    tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n    69|    instrument = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (result.instrument_id,)).fetchone()\\n    70|    assert tx[\\\"transaction_type\\\"] == \\\"initial_position_snapshot\\\"\\n    71|    assert tx[\\\"quantity\\\"] == \\\"3.5\\\"\\n    72|    assert tx[\\\"gross_amount_original\\\"] == \\\"350.00\\\"\\n    73|    assert tx[\\\"fx_rate_to_chf\\\"] == \\\"1\\\"\\n    74|    assert tx[\\\"fx_status\\\"] == \\\"ok\\\"\\n    75|    assert instrument[\\\"isin\\\"] == \\\"CH0038863350\\\"\\n    76|    assert instrument[\\\"asset_class\\\"] == \\\"stock\\\"\\n    77|    assert instrument[\\\"position_category\\\"] == \\\"Core\\\"\\n    78|    assert audit_count(conn, \\\"equity_initial_position_snapshot\\\") == 1\\n    79|    assert result.warnings == []\\n    80|\\n    81|\\n    82|def test_add_etf_initial_snapshot_prepares_optional_etf_fields() -> None:\\n    83|    conn = setup_conn()\\n    84|    account_id = seed_account(conn, \\\"Synthetic True Wealth\\\")\\n    85|\\n    86|    result = add_equity_initial_snapshot(\\n    87|        conn,\\n    88|        account_id=account_id,\\n    89|        asset_class=\\\"ETF\\\",\\n    90|        name=\\\"Synthetic World ETF\\\",\\n    91|        isin=\\\"IE00B4L5Y983\\\",\\n    92|        ticker=\\\"SWLD\\\",\\n    93|        exchange=\\\"LSE\\\",\\n    94|        currency=\\\"USD\\\",\\n    95|        quantity_text=\\\"10\\\",\\n    96|        cost_basis_original_text=\\\"1000.00\\\",\\n    97|        snapshot_date=\\\"2025-12-31\\\",\\n    98|        category=\\\"Core\\\",\\n    99|        note=\\\"synthetic ETF snapshot with known FX\\\",\\n   100|        fx_rate_to_chf_text=\\\"0.91\\\",\\n   101|        fx_source=\\\"synthetic fixture\\\",\\n   102|        ter_text=\\\"0.20\\\",\\n   103|        distribution_policy=\\\"accumulating\\\",\\n   104|        index_name=\\\"MSCI World Synthetic\\\",\\n   105|        fund_domicile=\\\"IE\\\",\\n   106|        benchmark=\\\"Synthetic Benchmark\\\",\\n   107|        confirm=True,\\n   108|    )\\n   109|\\n   110|    instrument = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (result.instrument_id,)).fetchone()\\n   111|    tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n   112|    assert instrument[\\\"ter\\\"] == \\\"0.20\\\"\\n   113|    assert instrument[\\\"distribution_policy\\\"] == \\\"accumulating\\\"\\n   114|    assert instrument[\\\"index_name\\\"] == \\\"MSCI World Synthetic\\\"\\n   115|    assert instrument[\\\"fund_domicile\\\"] == \\\"IE\\\"\\n   116|    assert instrument[\\\"benchmark\\\"] == \\\"Synthetic Benchmark\\\"\\n   117|    assert tx[\\\"currency_original\\\"] == \\\"USD\\\"\\n   118|    assert tx[\\\"fx_rate_to_chf\\\"] == \\\"0.91\\\"\\n   119|    assert tx[\\\"gross_amount_chf\\\"] == \\\"910.0000\\\"\\n   120|\\n   121|\\n   122|def test_usd_stock_requires_fx_or_explicit_missing_status_alert() -> None:\\n   123|    conn = setup_conn()\\n   124|    account_id = seed_account(conn, \\\"Synthetic Raiffeisen\\\")\\n   125|\\n   126|    result = add_equity_initial_snapshot(\\n   127|        conn,\\n   128|        account_id=account_id,\\n   129|        asset_class=\\\"stock\\\",\\n   130|        name=\\\"Synthetic US Stock\\\",\\n   131|        isin=\\\"US0378331005\\\",\\n   132|        ticker=\\\"AAPL\\\",\\n   133|        exchange=\\\"NASDAQ\\\",\\n   134|        currency=\\\"USD\\\",\\n   135|        quantity_text=\\\"2\\\",\\n   136|        cost_basis_original_text=\\\"400.00\\\",\\n   137|        snapshot_date=\\\"2025-12-31\\\",\\n   138|        category=\\\"Opportunity\\\",\\n   139|        note=\\\"synthetic missing FX accepted for review\\\",\\n   140|        fx_status=\\\"missing\\\",\\n   141|        confirm=True,\\n   142|    )\\n   143|\\n   144|    tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n   145|    assert tx[\\\"fx_status\\\"] == \\\"missing\\\"\\n   146|    assert tx[\\\"gross_amount_chf\\\"] is None\\n   147|    assert \\\"missing_fx\\\" in result.warnings\\n   148|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='missing_fx'\\\").fetchone()[\\\"c\\\"] == 1\\n   149|\\n   150|\\n   151|def test_sell_reduces_position_and_blocks_negative() -> None:\\n   152|    conn = setup_conn()\\n   153|    account_id = seed_account(conn)\\n   154|    snap = add_equity_initial_snapshot(\\n   155|        conn,\\n   156|        account_id=account_id,\\n   157|        asset_class=\\\"stock\\\",\\n   158|        name=\\\"Synthetic Sellable\\\",\\n   159|        isin=\\\"CH0000000001\\\",\\n   160|        ticker=\\\"SYN\\\",\\n   161|        exchange=\\\"SIX\\\",\\n   162|        currency=\\\"CHF\\\",\\n   163|        quantity_text=\\\"5\\\",\\n   164|        cost_basis_original_text=\\\"500\\\",\\n   165|        snapshot_date=\\\"2025-12-31\\\",\\n   166|        category=\\\"Unknown\\\",\\n   167|        note=\\\"synthetic initial\\\",\\n   168|        confirm=True,\\n   169|    )\\n   170|\\n   171|    add_equity_transaction(\\n   172|        conn,\\n   173|        account_id=account_id,\\n   174|        instrument_id=snap.instrument_id,\\n   175|        transaction_type=\\\"partial_sell\\\",\\n   176|        trade_date=\\\"2026-01-10\\\",\\n   177|        quantity_text=\\\"2\\\",\\n   178|        gross_amount_original_text=\\\"220\\\",\\n   179|        currency=\\\"CHF\\\",\\n   180|        note=\\\"synthetic partial sell\\\",\\n   181|        confirm=True,\\n   182|    )\\n   183|    position = calculate_positions(conn).positions[(account_id, snap.instrument_id)]\\n   184|    assert position.quantity == Decimal(\\\"3\\\")\\n   185|\\n   186|    with pytest.raises(ValueError, match=\\\"negative\\\"):\\n   187|        add_equity_transaction(\\n   188|            conn,\\n   189|            account_id=account_id,\\n   190|            instrument_id=snap.instrument_id,\\n   191|            transaction_type=\\\"partial_sell\\\",\\n   192|            trade_date=\\\"2026-01-11\\\",\\n   193|            quantity_text=\\\"10\\\",\\n   194|            gross_amount_original_text=\\\"1000\\\",\\n   195|            currency=\\\"CHF\\\",\\n   196|            note=\\\"synthetic oversell\\\",\\n   197|            confirm=True,\\n   198|        )\\n   199|\\n   200|\\n   201|def test_dividend_does_not_change_quantity_and_manual_adjustment_requires_note() -> None:\\n   202|    conn = setup_conn()\\n   203|    account_id = seed_account(conn)\\n   204|    snap = add_equity_initial_snapshot(\\n   205|        conn,\\n   206|        account_id=account_id,\\n   207|        asset_class=\\\"ETF\\\",\\n   208|        name=\\\"Synthetic Income ETF\\\",\\n   209|        isin=\\\"IE0000000001\\\",\\n   210|        ticker=\\\"INC\\\",\\n   211|        exchange=\\\"SIX\\\",\\n   212|        currency=\\\"CHF\\\",\\n   213|        quantity_text=\\\"7\\\",\\n   214|        cost_basis_original_text=\\\"700\\\",\\n   215|        snapshot_date=\\\"2025-12-31\\\",\\n   216|        category=\\\"Core\\\",\\n   217|        note=\\\"synthetic initial\\\",\\n   218|        confirm=True,\\n   219|    )\\n   220|\\n   221|    add_equity_transaction(\\n   222|        conn,\\n   223|        account_id=account_id,\\n   224|        instrument_id=snap.instrument_id,\\n   225|        transaction_type=\\\"dividend\\\",\\n   226|        trade_date=\\\"2026-02-01\\\",\\n   227|        quantity_text=\\\"0\\\",\\n   228|        gross_amount_original_text=\\\"12.50\\\",\\n   229|        currency=\\\"CHF\\\",\\n   230|        note=\\\"synthetic dividend\\\",\\n   231|        confirm=True,\\n   232|    )\\n   233|    assert calculate_positions(conn).positions[(account_id, snap.instrument_id)].quantity == Decimal(\\\"7\\\")\\n   234|\\n   235|    with pytest.raises(ValueError, match=\\\"note\\\"):\\n   236|        add_equity_transaction(\\n   237|            conn,\\n   238|            account_id=account_id,\\n   239|            instrument_id=snap.instrument_id,\\n   240|            transaction_type=\\\"manual_adjustment\\\",\\n   241|            trade_date=\\\"2026-02-02\\\",\\n   242|            quantity_text=\\\"1\\\",\\n   243|            gross_amount_original_text=\\\"0\\\",\\n   244|            currency=\\\"CHF\\\",\\n   245|            note=\\\"\\\",\\n   246|            confirm=True,\\n   247|        )\\n   248|\\n   249|\\n   250|def test_full_sell_requires_exact_current_quantity_and_zeros_position() -> None:\\n   251|    conn = setup_conn()\\n   252|    account_id = seed_account(conn)\\n   253|    snap = add_equity_initial_snapshot(\\n   254|        conn,\\n   255|        account_id=account_id,\\n   256|        asset_class=\\\"stock\\\",\\n   257|        name=\\\"Synthetic Full Sell\\\",\\n   258|        isin=\\\"CH0000000002\\\",\\n   259|        ticker=\\\"FUL\\\",\\n   260|        exchange=\\\"SIX\\\",\\n   261|        currency=\\\"CHF\\\",\\n   262|        quantity_text=\\\"4\\\",\\n   263|        cost_basis_original_text=\\\"400\\\",\\n   264|        snapshot_date=\\\"2025-12-31\\\",\\n   265|        category=\\\"Unknown\\\",\\n   266|        note=\\\"synthetic initial\\\",\\n   267|        confirm=True,\\n   268|    )\\n   269|\\n   270|    with pytest.raises(ValueError, match=\\\"full_sell quantity\\\"):\\n   271|        add_equity_transaction(\\n   272|            conn,\\n   273|            account_id=account_id,\\n   274|            instrument_id=snap.instrument_id,\\n   275|            transaction_type=\\\"full_sell\\\",\\n   276|            trade_date=\\\"2026-01-10\\\",\\n   277|            quantity_text=\\\"3\\\",\\n   278|            gross_amount_original_text=\\\"330\\\",\\n   279|            currency=\\\"CHF\\\",\\n   280|            note=\\\"synthetic wrong full sell\\\",\\n   281|            confirm=True,\\n   282|        )\\n   283|\\n   284|    add_equity_transaction(\\n   285|        conn,\\n   286|        account_id=account_id,\\n   287|        instrument_id=snap.instrument_id,\\n   288|        transaction_type=\\\"full_sell\\\",\\n   289|        trade_date=\\\"2026-01-11\\\",\\n   290|        quantity_text=\\\"4\\\",\\n   291|        gross_amount_original_text=\\\"440\\\",\\n   292|        currency=\\\"CHF\\\",\\n   293|        note=\\\"synthetic full sell\\\",\\n   294|        confirm=True,\\n   295|    )\\n   296|\\n   297|    position = calculate_positions(conn).positions[(account_id, snap.instrument_id)]\\n   298|    assert position.quantity == Decimal(\\\"0\\\")\\n   299|    assert audit_count(conn, \\\"equity_full_sell\\\") == 1\\n   300|\\n   301|\\n   302|def test_equity_management_options_and_dashboard_page_import() -> None:\\n   303|    conn = setup_conn()\\n   304|    seed_account(conn, \\\"Synthetic PostFinance\\\")\\n   305|    options = get_equity_management_options(conn)\\n   306|    assert options[\\\"accounts\\\"]\\n   307|    from jarvis_finance.dashboard.pages import PAGES\\n   308|\\n   309|    assert \\\"Equity/ETF Manage\\\" in [page.PAGE_TITLE for page in PAGES]\\n   310|\\n   311|\\n   312|def test_manual_instrument_search_and_wizard_safety_flow() -> None:\\n   313|    conn = setup_conn()\\n   314|    account_id = seed_account(conn, \\\"Synthetic Manual Broker\\\")\\n   315|    first = create_manual_catalog_entry(\\n   316|        conn,\\n   317|        asset_class=\\\"stock\\\",\\n   318|        name=\\\"Synthetic Alpha AG\\\",\\n   319|        currency=\\\"CHF\\\",\\n   320|        isin=\\\"CH1111111111\\\",\\n   321|        ticker=\\\"ALP\\\",\\n   322|        exchange=\\\"SIX\\\",\\n   323|        note=\\\"synthetic catalog source\\\",\\n   324|    )\\n   325|    create_manual_catalog_entry(\\n   326|        conn,\\n   327|        asset_class=\\\"stock\\\",\\n   328|        name=\\\"Synthetic Alpha US Listing\\\",\\n   329|        currency=\\\"USD\\\",\\n   330|        isin=\\\"US1111111111\\\",\\n   331|        ticker=\\\"ALP\\\",\\n   332|        exchange=\\\"NASDAQ\\\",\\n   333|        note=\\\"synthetic catalog source\\\",\\n   334|    )\\n   335|\\n   336|    isin_result = search_instrument_candidates(conn, query=\\\"CH1111111111\\\")\\n   337|    assert len(isin_result[\\\"results\\\"]) == 1\\n   338|    assert isin_result[\\\"results\\\"][0][\\\"mapping_status\\\"] == \\\"exact_isin_match\\\"\\n   339|\\n   340|    name_result = search_instrument_candidates(conn, query=\\\"Synthetic Alpha\\\")\\n   341|    assert len(name_result[\\\"results\\\"]) >= 2\\n   342|    assert name_result[\\\"selection_required\\\"] is True\\n   343|\\n   344|    ticker_result = search_instrument_candidates(conn, query=\\\"ALP\\\")\\n   345|    assert len(ticker_result[\\\"results\\\"]) >= 2\\n   346|    assert ticker_result[\\\"selection_required\\\"] is True\\n   347|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM transactions\\\").fetchone()[\\\"c\\\"] == 0\\n   348|\\n   349|    with pytest.raises(ValueError, match=\\\"confirm\\\"):\\n   350|        add_manual_position_from_catalog(\\n   351|            conn,\\n   352|            catalog_entry_id=first,\\n   353|            account_id=account_id,\\n   354|            position_type=\\\"initial_snapshot\\\",\\n   355|            quantity_text=\\\"1.25\\\",\\n   356|            trade_date=\\\"2025-12-31\\\",\\n   357|            currency=\\\"CHF\\\",\\n   358|            note=\\\"synthetic review must be confirmed\\\",\\n   359|            confirm=False,\\n   360|        )\\n   361|\\n   362|    result = add_manual_position_from_catalog(\\n   363|        conn,\\n   364|        catalog_entry_id=first,\\n   365|        account_id=account_id,\\n   366|        position_type=\\\"initial_snapshot\\\",\\n   367|        quantity_text=\\\"1.25\\\",\\n   368|        trade_date=\\\"2025-12-31\\\",\\n   369|        currency=\\\"CHF\\\",\\n   370|        cost_basis_original_text=None,\\n   371|        note=\\\"synthetic manually reviewed initial snapshot\\\",\\n   372|        confirm=True,\\n   373|    )\\n   374|    tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n   375|    assert tx[\\\"transaction_type\\\"] == \\\"initial_position_snapshot\\\"\\n   376|    assert tx[\\\"quantity\\\"] == \\\"1.25\\\"\\n   377|    assert tx[\\\"gross_amount_original\\\"] == \\\"0\\\"\\n   378|    assert \\\"cost_basis_uncertain\\\" in result.warnings\\n   379|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM audit_log WHERE action='manual_position_add'\\\").fetchone()[\\\"c\\\"] == 1\\n   380|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM alerts WHERE rule_id='cost_basis_uncertain'\\\").fetchone()[\\\"c\\\"] == 1\\n   381|\\n   382|\\n   383|def test_manual_catalog_entry_and_foreign_fx_handling() -> None:\\n   384|    conn = setup_conn()\\n   385|    account_id = seed_account(conn, \\\"Synthetic FX Broker\\\")\\n   386|    catalog_id = create_manual_catalog_entry(\\n   387|        conn,\\n   388|        asset_class=\\\"etf\\\",\\n   389|        name=\\\"Synthetic USD ETF\\\",\\n   390|        currency=\\\"USD\\\",\\n   391|        isin=\\\"IE2222222222\\\",\\n   392|        ticker=\\\"USDE\\\",\\n   393|        exchange=\\\"NYSE\\\",\\n   394|        note=\\\"synthetic manual ETF source\\\",\\n   395|    )\\n   396|    result = add_manual_position_from_catalog(\\n   397|        conn,\\n   398|        catalog_entry_id=catalog_id,\\n   399|        account_id=account_id,\\n   400|        position_type=\\\"initial_snapshot\\\",\\n   401|        quantity_text=\\\"2\\\",\\n   402|        trade_date=\\\"2025-12-31\\\",\\n   403|        currency=\\\"USD\\\",\\n   404|        cost_basis_original_text=\\\"100.00\\\",\\n   405|        fx_rate_to_chf_text=\\\"0.90\\\",\\n   406|        fx_source=\\\"synthetic fx source\\\",\\n   407|        note=\\\"synthetic USD ETF with FX\\\",\\n   408|        confirm=True,\\n   409|    )\\n   410|    tx = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (result.transaction_id,)).fetchone()\\n   411|    assert tx[\\\"currency_original\\\"] == \\\"USD\\\"\\n   412|    assert tx[\\\"fx_rate_to_chf\\\"] == \\\"0.90\\\"\\n   413|    assert tx[\\\"gross_amount_chf\\\"] == \\\"90.0000\\\"\\n   414|\\n   415|    missing_fx_catalog = create_manual_catalog_entry(\\n   416|        conn,\\n   417|        asset_class=\\\"stock\\\",\\n   418|        name=\\\"Synthetic EUR Stock\\\",\\n   419|        currency=\\\"EUR\\\",\\n   420|        isin=\\\"DE3333333333\\\",\\n   421|        ticker=\\\"EURS\\\",\\n   422|        exchange=\\\"XETRA\\\",\\n   423|        note=\\\"synthetic manual stock source\\\",\\n   424|    )\\n   425|    missing = add_manual_position_from_catalog(\\n   426|        conn,\\n   427|        catalog_entry_id=missing_fx_catalog,\\n   428|        account_id=account_id,\\n   429|        position_type=\\\"buy\\\",\\n   430|        quantity_text=\\\"1\\\",\\n   431|        trade_date=\\\"2026-01-05\\\",\\n   432|        currency=\\\"EUR\\\",\\n   433|        cost_basis_original_text=\\\"50.00\\\",\\n   434|        fx_status=\\\"missing\\\",\\n   435|        note=\\\"synthetic missing FX accepted for review\\\",\\n   436|        confirm=True,\\n   437|    )\\n   438|    tx_missing = conn.execute(\\\"SELECT * FROM transactions WHERE transaction_id=?\\\", (missing.transaction_id,)).fetchone()\\n   439|    assert tx_missing[\\\"fx_status\\\"] == \\\"missing\\\"\\n   440|    assert tx_missing[\\\"gross_amount_chf\\\"] is None\\n   441|    assert \\\"missing_fx\\\" in missing.warnings\\n   442|\\n   443|\\n   444|def test_manual_wizard_supports_buy_sell_dividend_and_no_dashboard_live_api_or_ids() -> None:\\n   445|    conn = setup_conn()\\n   446|    account_id = seed_account(conn, \\\"Synthetic Trading Broker\\\")\\n   447|    catalog_id = create_manual_catalog_entry(\\n   448|        conn,\\n   449|        asset_class=\\\"stock\\\",\\n   450|        name=\\\"Synthetic Tradable\\\",\\n   451|        currency=\\\"CHF\\\",\\n   452|        isin=\\\"CH4444444444\\\",\\n   453|        ticker=\\\"TRD\\\",\\n   454|        exchange=\\\"SIX\\\",\\n   455|        note=\\\"synthetic tradable source\\\",\\n   456|    )\\n   457|    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   458|    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   459|    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   460|    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   461|    assert calculate_positions(conn).positions[(account_id, snap.instrument_id)].quantity == Decimal(\\\"4\\\")\\n   462|\\n   463|    from pathlib import Path\\n   464|    page = Path(\\\"src/jarvis_finance/dashboard/views/page_13_equity_manage.py\\\").read_text()\\n   465|    assert \\\"search_instrument_candidates(\\\" in page\\n   466|    assert \\\"Provider-Suche explizit\\\" in page\\n   467|    wizard_source = page.split(\\\"with tabs[1]:\\\", 1)[0]\\n   468|    assert \\\"st.write({\\\\\\\"instrument_id\\\\\\\"\\\" not in wizard_source\\n   469|    assert \\\"st.write({\\\\\\\"catalog_entry_id\\\\\\\"\\\" not in wizard_source\\n   470|\\n   471|\\n   472|def test_provider_lookup_classes_skip_missing_keys_and_cache_results(monkeypatch, tmp_path) -> None:\\n   473|    from jarvis_finance.market_data.catalog import OpenFigiLookupProvider, default_instrument_lookup_providers, search_instruments\\n   474|\\n   475|    assert [p.name for p in default_instrument_lookup_providers()] == [\\\"openfigi\\\", \\\"fmp\\\", \\\"finnhub\\\", \\\"twelvedata\\\", \\\"massive\\\"]\\n   476|    conn = setup_conn()\\n   477|    monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n   478|    monkeypatch.delenv(\\\"JARVIS_OPENFIGI_API_KEY\\\", raising=False)\\n   479|    monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(tmp_path))\\n   480|    (tmp_path / \\\"secrets\\\").mkdir()\\n   481|    (tmp_path / \\\"secrets\\\" / \\\".env\\\").write_text(\\\"OPENFIGI_API_KEY\\\" + \\\"=runtime-file-key\\\\n\\\", encoding=\\\"utf-8\\\")\\n   482|    assert OpenFigiLookupProvider().api_key == \\\"runtime-file-key\\\"\\n   483|    (tmp_path / \\\"secrets\\\" / \\\".env\\\").unlink()\\n   484|    results, warnings = search_instruments(conn, \\\"US0378331005\\\", providers=[OpenFigiLookupProvider()])\\n   485|    assert results == []\\n   486|    assert \\\"openfigi_api_key_missing\\\" in warnings\\n   487|\\n   488|    class FakeOpenFigi(OpenFigiLookupProvider):\\n   489|        def _request(self, query: str):\\n   490|            return [{\\\"name\\\": \\\"Apple Inc\\\", \\\"ticker\\\": \\\"AAPL\\\", \\\"exchCode\\\": \\\"US\\\", \\\"securityType\\\": \\\"Common Stock\\\", \\\"marketSecDes\\\": \\\"Equity\\\", \\\"compositeFIGI\\\": \\\"BBG000B9XRY4\\\"}]\\n   491|\\n   492|    results, warnings = search_instruments(conn, \\\"Apple\\\", providers=[FakeOpenFigi(api_key=\\\"runtime-only-key\\\")])\\n   493|    assert warnings == []\\n   494|    assert results[0].source == \\\"openfigi\\\"\\n   495|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM instrument_catalog_entries WHERE provider='openfigi'\\\").fetchone()[\\\"c\\\"] == 1\\n   496|\\n   497|\\n   498|def test_search_candidates_uses_external_providers_only_on_explicit_click(monkeypatch) -> None:\\n   499|    from jarvis_finance.equity import manage\\n   500|    from jarvis_finance.market_data.catalog import CatalogSearchResult\\n   501|\", \"total_lines\": 880, \"file_size\": 39692, \"truncated\": true, \"hint\": \"Use offset=501 to continue reading (showing 1-500 of 880 lines)\", \"is_binary\": false, \"is_image\": 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      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from dataclasses import dataclass, field\\n     4|from decimal import Decimal, InvalidOperation\\n     5|from sqlite3 import Connection\\n     6|\\n     7|from jarvis_finance.audit.log import record_audit_event\\n     8|from jarvis_finance.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, rate_date: str | None = None) -> 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|        else:\\n   188|            from jarvis_finance.fx.rates import get_fx_rate_to_chf\\n   189|            fx = get_fx_rate_to_chf(conn, base_currency=currency, rate_date=rate_date, resolve_fixed=True)\\n   190|            if fx is not None:\\n   191|                status = \\\"ok\\\"\\n   192|                source = fx_source or \\\"cached_fx_rate\\\"\\n   193|            elif status in {\\\"missing\\\", \\\"manual_override_required\\\"}:\\n   194|                source = fx_source or status\\n   195|                warnings.append(\\\"missing_fx\\\")\\n   196|                create_alert(\\n   197|                    conn,\\n   198|                    priority=\\\"kritisch\\\",\\n   199|                    category=\\\"equity\\\",\\n   200|                    entity_type=\\\"instrument\\\",\\n   201|                    entity_id=entity_hint,\\n   202|                    rule_id=\\\"missing_fx\\\",\\n   203|                    message=\\\"Historic FX is missing; CHF value is incomplete.\\\",\\n   204|                    evidence={\\\"currency\\\": currency, \\\"rate_date\\\": rate_date},\\n   205|                    fingerprint=\\\"missing_fx\\\",\\n   206|                )\\n   207|            else:\\n   208|                raise ValueError(\\\"FX rate is required for foreign currency unless cached FX exists or fx_status=missing/manual_override_required\\\")\\n   209|    if fx is None:\\n   210|        return status or \\\"missing\\\", None, source, None, None, warnings\\n   211|    gross_chf = gross * fx\\n   212|    fee_chf = fee * fx\\n   213|    tax_chf = tax * fx\\n   214|    net_chf = gross_chf - fee_chf - tax_chf\\n   215|    return status or \\\"ok\\\", decimal_text(fx), source, decimal_text(gross_chf, \\\"0.0001\\\"), decimal_text(net_chf, \\\"0.0001\\\"), warnings\\n   216|\\n   217|\\n   218|def _insert_transaction(\\n   219|    conn: Connection,\\n   220|    *,\\n   221|    transaction_type: str,\\n   222|    account_id: str,\\n   223|    instrument_id: str,\\n   224|    trade_date: str,\\n   225|    quantity: Decimal | None,\\n   226|    gross: Decimal,\\n   227|    fee: Decimal,\\n   228|    tax: Decimal,\\n   229|    currency: str,\\n   230|    fx_rate_to_chf_text: str | None,\\n   231|    fx_source: str | None,\\n   232|    fx_status: str,\\n   233|    note: str,\\n   234|) -> tuple[str, list[str]]:\\n   235|    now = utc_now()\\n   236|    status, fx_text, fx_source_value, gross_chf, net_chf, warnings = _fx_values(\\n   237|        conn,\\n   238|        currency=currency,\\n   239|        gross=gross,\\n   240|        fee=fee,\\n   241|        tax=tax,\\n   242|        fx_rate_text=fx_rate_to_chf_text,\\n   243|        fx_source=fx_source,\\n   244|        fx_status=fx_status,\\n   245|        entity_hint=instrument_id,\\n   246|        rate_date=trade_date,\\n   247|    )\\n   248|    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   249|    conn.execute(\\n   250|        \\\"\\\"\\\"\\n   251|        INSERT INTO transactions(\\n   252|            transaction_id, transaction_type, account_id, instrument_id, trade_date,\\n   253|            quantity, gross_amount_original, fee_original, tax_original, net_amount_original,\\n   254|            currency_original, fx_rate_to_chf, fx_source, fx_status, gross_amount_chf,\\n   255|            fee_chf, tax_chf, net_amount_chf, source_type, source_id, is_confirmed,\\n   256|            quality_status, notes, created_at\\n   257|        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, 'manual_dashboard', ?, 1, ?, ?, ?)\\n   258|        \\\"\\\"\\\",\\n   259|        (\\n   260|            tx_id,\\n   261|            transaction_type,\\n   262|            account_id,\\n   263|            instrument_id,\\n   264|            trade_date,\\n   265|            decimal_text(quantity) if quantity is not None else None,\\n   266|            decimal_text(gross),\\n   267|            decimal_text(fee),\\n   268|            decimal_text(tax),\\n   269|            decimal_text(gross - fee - tax),\\n   270|            currency,\\n   271|            fx_text,\\n   272|            fx_source_value,\\n   273|            status,\\n   274|            gross_chf,\\n   275|            decimal_text(fee * Decimal(fx_text), \\\"0.0001\\\") if fx_text else None,\\n   276|            decimal_text(tax * Decimal(fx_text), \\\"0.0001\\\") if fx_text else None,\\n   277|            net_chf,\\n   278|            tx_id,\\n   279|            \\\"incomplete\\\" if warnings else \\\"ok\\\",\\n   280|            note,\\n   281|            now,\\n   282|        ),\\n   283|    )\\n   284|    return tx_id, warnings\\n   285|\\n   286|\\n   287|\\n   288|def ensure_standard_broker_accounts(conn: Connection) -> dict[str, int]:\\n   289|    \\\"\\\"\\\"Ensure manual-entry broker platforms exist. No holdings are imported.\\\"\\\"\\\"\\n   290|    now = utc_now()\\n   291|    created_platforms = 0\\n   292|    created_accounts = 0\\n   293|    specs = [\\n   294|        (\\\"postfinance\\\", \\\"PostFinance\\\"),\\n   295|        (\\\"true_wealth\\\", \\\"True Wealth\\\"),\\n   296|        (\\\"raiffeisen\\\", \\\"Raiffeisen\\\"),\\n   297|        (\\\"other_broker\\\", \\\"Anderes Konto\\\"),\\n   298|    ]\\n   299|    for platform_id, name in specs:\\n   300|        row = conn.execute(\\\"SELECT platform_id FROM platforms WHERE name=?\\\", (name,)).fetchone()\\n   301|        pid = row[\\\"platform_id\\\"] if row else platform_id\\n   302|        if row is None:\\n   303|            conn.execute(\\n   304|                \\\"INSERT OR IGNORE INTO platforms(platform_id,name,platform_type,country,default_currency,is_active,notes,created_at) VALUES(?,?,?,?,?,?,?,?)\\\",\\n   305|                (pid, name, \\\"broker\\\", \\\"CH\\\", \\\"CHF\\\", 1, \\\"Manual equity/ETF entry platform; no broker import.\\\", now),\\n   306|            )\\n   307|            created_platforms += 1\\n   308|        acc = conn.execute(\\\"SELECT account_id FROM accounts WHERE platform_id=? AND account_name=?\\\", (pid, \\\"Manual Portfolio\\\")).fetchone()\\n   309|        if acc is None:\\n   310|            account_id = stable_id(\\\"account\\\", pid, \\\"Manual Portfolio\\\", \\\"CHF\\\")\\n   311|            conn.execute(\\n   312|                \\\"INSERT OR IGNORE INTO accounts(account_id,platform_id,account_name,account_type,currency,is_active,notes,created_at) VALUES(?,?,?,?,?,?,?,?)\\\",\\n   313|                (account_id, pid, \\\"Manual Portfolio\\\", \\\"brokerage\\\", \\\"CHF\\\", 1, \\\"Manual equity/ETF entries only; no DOCX import.\\\", now),\\n   314|            )\\n   315|            created_accounts += 1\\n   316|    if created_platforms or created_accounts:\\n   317|        record_audit_event(\\n   318|            conn,\\n   319|            source=\\\"equity_manage\\\",\\n   320|            action=\\\"ensure_manual_broker_accounts\\\",\\n   321|            entity_type=\\\"account\\\",\\n   322|            entity_id=\\\"manual_broker_accounts\\\",\\n   323|            new_values={\\\"platforms_created\\\": created_platforms, \\\"accounts_created\\\": created_accounts},\\n   324|            user_text_note=\\\"Ensure manual-entry broker accounts; no productive broker import.\\\",\\n   325|            confirmed=True,\\n   326|            created_by=\\\"dashboard\\\",\\n   327|        )\\n   328|        conn.commit()\\n   329|    return {\\\"platforms_created\\\": created_platforms, \\\"accounts_created\\\": created_accounts}\\n   330|\\n   331|\\n   332|def _latest_market_price(conn: Connection, instrument_id: str) -> dict[str, str]:\\n   333|    row = conn.execute(\\n   334|        \\\"\\\"\\\"\\n   335|        SELECT close, adjusted_close, price_date, currency, provider\\n   336|        FROM market_prices\\n   337|        WHERE instrument_id=?\\n   338|        ORDER BY price_date DESC, created_at DESC\\n   339|        LIMIT 1\\n   340|        \\\"\\\"\\\",\\n   341|        (instrument_id,),\\n   342|    ).fetchone()\\n   343|    if not row:\\n   344|        return {\\\"last_price\\\": \\\"\\\", \\\"price_date\\\": \\\"\\\", \\\"price_currency\\\": \\\"\\\", \\\"price_source\\\": \\\"\\\"}\\n   345|    return {\\n   346|        \\\"last_price\\\": row[\\\"adjusted_close\\\"] or row[\\\"close\\\"] or \\\"\\\",\\n   347|        \\\"price_date\\\": row[\\\"price_date\\\"] or \\\"\\\",\\n   348|        \\\"price_currency\\\": row[\\\"currency\\\"] or \\\"\\\",\\n   349|        \\\"price_source\\\": row[\\\"provider\\\"] or \\\"\\\",\\n   350|    }\\n   351|\\n   352|\\n   353|def search_instrument_candidates(\\n   354|    conn: Connection,\\n   355|    *,\\n   356|    query: str,\\n   357|    asset_class: str | None = None,\\n   358|    exchange: str | None = None,\\n   359|    currency: str | None = None,\\n   360|    country: str | None = None,\\n   361|    provider: str | None = None,\\n   362|    include_external: bool = False,\\n   363|) -> dict[str, object]:\\n   364|    \\\"\\\"\\\"Search local instrument catalog. External providers are only used when explicitly enabled by caller.\\\"\\\"\\\"\\n   365|    q = str(query or \\\"\\\").strip()\\n   366|    if not q:\\n   367|        return {\\\"results\\\": [], \\\"warnings\\\": [], \\\"selection_required\\\": True, \\\"provider_lookup_attempted\\\": False}\\n   368|    providers = default_instrument_lookup_providers() if include_external else []\\n   369|    results, warnings = search_instruments(conn, q, asset_class, providers=providers)\\n   370|    filtered = []\\n   371|    for r in results:\\n   372|        if exchange and (r.exchange or \\\"\\\").upper() != exchange.upper():\\n   373|            continue\\n   374|        if currency and (r.trading_currency or r.instrument_currency or \\\"\\\").upper() != currency.upper():\\n   375|            continue\\n   376|        if provider and (r.provider or \\\"\\\").lower() != provider.lower():\\n   377|            continue\\n   378|        if country and (getattr(r, \\\"country\\\", None) or \\\"\\\").upper() != country.upper():\\n   379|            continue\\n   380|        row = {\\n   381|            \\\"catalog_entry_id\\\": r.catalog_entry_id or \\\"\\\",\\n   382|            \\\"name\\\": r.name,\\n   383|            \\\"isin\\\": r.isin or \\\"\\\",\\n   384|            \\\"ticker\\\": r.ticker or \\\"\\\",\\n   385|            \\\"exchange\\\": r.exchange or \\\"\\\",\\n   386|            \\\"currency\\\": r.trading_currency or r.instrument_currency or \\\"\\\",\\n   387|            \\\"asset_class\\\": r.asset_class,\\n   388|            \\\"country\\\": getattr(r, \\\"country\\\", None) or \\\"\\\",\\n   389|            \\\"data_source\\\": r.source,\\n   390|            \\\"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   391|            \\\"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   392|            \\\"confidence\\\": r.confidence,\\n   393|            \\\"last_price\\\": r.last_price or \\\"\\\",\\n   394|            \\\"price_date\\\": r.price_date or \\\"\\\",\\n   395|            \\\"price_currency\\\": r.price_currency or \\\"\\\",\\n   396|            \\\"price_source\\\": r.price_source or \\\"\\\",\\n   397|            \\\"selection_required\\\": \\\"yes\\\",\\n   398|        }\\n   399|        inst = None\\n   400|        if row[\\\"isin\\\"]:\\n   401|            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   402|        if inst:\\n   403|            row.update(_latest_market_price(conn, inst[\\\"instrument_id\\\"]))\\n   404|        filtered.append(row)\\n   405|    # ISIN exact single hit may be unambiguous for display, but user still must click/select before writing.\\n   406|    selection_required = True\\n   407|    if not filtered:\\n   408|        warnings.append(\\\"no_local_match_manual_entry_allowed\\\")\\n   409|    if include_external and \\\"provider_lookup_unavailable\\\" in warnings:\\n   410|        warnings.append(\\\"manual_entry_allowed\\\")\\n   411|    return {\\\"results\\\": filtered, \\\"warnings\\\": warnings, \\\"selection_required\\\": selection_required, \\\"provider_lookup_attempted\\\": include_external}\\n   412|\\n   413|\\n   414|def add_equity_initial_snapshot(\\n   415|    conn: Connection,\\n   416|    *,\\n   417|    account_id: str,\\n   418|    asset_class: str,\\n   419|    name: str,\\n   420|    isin: str = \\\"\\\",\\n   421|    ticker: str = \\\"\\\",\\n   422|    exchange: str = \\\"\\\",\\n   423|    currency: str,\\n   424|    quantity_text: str,\\n   425|    snapshot_date: str,\\n   426|    cost_basis_original_text: str | None = None,\\n   427|    category: str = \\\"Unknown\\\",\\n   428|    note: str = \\\"\\\",\\n   429|    confirm: bool = False,\\n   430|    fx_rate_to_chf_text: str | None = None,\\n   431|    fx_source: str | None = None,\\n   432|    fx_status: str = \\\"ok\\\",\\n   433|    ter_text: str | None = None,\\n   434|    distribution_policy: str | None = None,\\n   435|    index_name: str | None = None,\\n   436|    fund_domicile: str | None = None,\\n   437|    benchmark: str | None = None,\\n   438|) -> EquityManageResult:\\n   439|    _require_confirm(confirm)\\n   440|    account_id = _require_account(conn, account_id)\\n   441|    asset_class = _normalize_asset_class(asset_class)\\n   442|    currency = _require_currency(currency)\\n   443|    snapshot_date = _require_date(snapshot_date)\\n   444|    note = _require_note(note, reason=\\\"initial_position_snapshot with incomplete history\\\")\\n   445|    qty = parse_decimal_text(quantity_text, field_name=\\\"quantity\\\")\\n   446|    if qty <= 0:\\n   447|        raise ValueError(\\\"quantity must be > 0\\\")\\n   448|    warnings: list[str] = []\\n   449|    if cost_basis_original_text in {None, \\\"\\\"}:\\n   450|        gross = Decimal(\\\"0\\\")\\n   451|        warnings.append(\\\"cost_basis_uncertain\\\")\\n   452|    else:\\n   453|        gross = parse_decimal_text(str(cost_basis_original_text), field_name=\\\"cost basis\\\")\\n   454|        if gross < 0:\\n   455|            raise ValueError(\\\"cost basis must be >= 0\\\")\\n   456|    instrument_id = _ensure_instrument(\\n   457|        conn,\\n   458|        asset_class=asset_class,\\n   459|        name=name,\\n   460|        isin=isin,\\n   461|        ticker=ticker,\\n   462|        exchange=exchange,\\n   463|        currency=currency,\\n   464|        category=category,\\n   465|        note=note,\\n   466|        ter_text=ter_text,\\n   467|        distribution_policy=distribution_policy,\\n   468|        index_name=index_name,\\n   469|        fund_domicile=fund_domicile,\\n   470|        benchmark=benchmark,\\n   471|    )\\n   472|    existing_position = calculate_positions(conn).positions.get((account_id, instrument_id))\\n   473|    if existing_position and existing_position.quantity != 0:\\n   474|        raise ValueError(\\\"initial snapshot would overwrite an existing position; use manual_adjustment\\\")\\n   475|    tx_id, tx_warnings = _insert_transaction(\\n   476|        conn,\\n   477|        transaction_type=\\\"initial_position_snapshot\\\",\\n   478|        account_id=account_id,\\n   479|        instrument_id=instrument_id,\\n   480|        trade_date=snapshot_date,\\n   481|        quantity=qty,\\n   482|        gross=gross,\\n   483|        fee=Decimal(\\\"0\\\"),\\n   484|        tax=Decimal(\\\"0\\\"),\\n   485|        currency=currency,\\n   486|        fx_rate_to_chf_text=fx_rate_to_chf_text,\\n   487|        fx_source=fx_source,\\n   488|        fx_status=fx_status,\\n   489|        note=note,\\n   490|    )\\n   491|    warnings.extend(tx_warnings)\\n   492|    if \\\"cost_basis_uncertain\\\" in warnings:\\n   493|        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   494|    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   495|    record_audit_event(\\n   496|        conn,\\n   497|        source=\\\"equity_manage\\\",\\n   498|        action=\\\"equity_initial_position_snapshot\\\",\\n   499|        entity_type=\\\"transaction\\\",\\n   500|        entity_id=tx_id,\\n   501|\", \"total_lines\": 797, \"file_size\": 34638, \"truncated\": true, \"hint\": \"Use offset=501 to continue reading (showing 1-500 of 797 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_RlRcKp0Dc5M4qOagI23jRRbm"
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from dataclasses import dataclass\\n     4|from decimal import Decimal\\n     5|from sqlite3 import Connection\\n     6|from typing import Protocol, Sequence\\n     7|\\n     8|from jarvis_finance.audit.log import record_audit_event\\n     9|from jarvis_finance.imports.common import stable_id, utc_now\\n    10|from jarvis_finance.quality.alerts import create_alert\\n    11|\\n    12|\\n    13|class FxProvider(Protocol):\\n    14|    def get_rate(self, base_currency: str, quote_currency: str, rate_date: str | None = None) -> Decimal | None: ...\\n    15|\\n    16|\\n    17|@dataclass\\n    18|class FxUpdateResult:\\n    19|    updated_count: int = 0\\n    20|    cached_count: int = 0\\n    21|    skipped_count: int = 0\\n    22|    warning_count: int = 0\\n    23|    error_count: int = 0\\n    24|    resolved_alerts: int = 0\\n    25|    dry_run: bool = False\\n    26|\\n    27|\\n    28|@dataclass\\n    29|class FxRecheckResult:\\n    30|    transaction_count: int = 0\\n    31|    chf_positions: int = 0\\n    32|    foreign_currency_positions: int = 0\\n    33|    justified_missing_fx_alerts: int = 0\\n    34|    false_positive_missing_fx_alerts: int = 0\\n    35|    corrected_transactions: int = 0\\n    36|    resolved_alerts: int = 0\\n    37|    audit_events: int = 0\\n    38|    dry_run: bool = False\\n    39|\\n    40|\\n    41|def _resolve_alerts(conn: Connection, *, rule_id: str, entity_ids: Sequence[str] | None = None) -> int:\\n    42|    now = utc_now()\\n    43|    params: list[object] = [rule_id]\\n    44|    where = \\\"rule_id=? AND status='active'\\\"\\n    45|    if entity_ids is not None:\\n    46|        if not entity_ids:\\n    47|            return 0\\n    48|        where += \\\" AND entity_id IN (\\\" + \\\",\\\".join(\\\"?\\\" for _ in entity_ids) + \\\")\\\"\\n    49|        params.extend(entity_ids)\\n    50|    rows = conn.execute(f\\\"SELECT alert_id FROM alerts WHERE {where}\\\", tuple(params)).fetchall()\\n    51|    for row in rows:\\n    52|        conn.execute(\\\"UPDATE alerts SET status='resolved', resolved_at=?, last_seen_at=? WHERE alert_id=?\\\", (now, now, row[\\\"alert_id\\\"]))\\n    53|    return len(rows)\\n    54|\\n    55|\\n    56|def _transaction_instruments_for_currency(conn: Connection, currency: str) -> list[str]:\\n    57|    return [\\n    58|        row[\\\"instrument_id\\\"]\\n    59|        for row in conn.execute(\\n    60|            \\\"\\\"\\\"\\n    61|            SELECT DISTINCT instrument_id FROM transactions\\n    62|            WHERE instrument_id IS NOT NULL AND currency_original=? AND COALESCE(is_voided,0)=0\\n    63|            \\\"\\\"\\\",\\n    64|            (currency.upper(),),\\n    65|        ).fetchall()\\n    66|    ]\\n    67|\\n    68|\\n    69|def _mark_chf_transactions_not_needed(conn: Connection, *, dry_run: bool = False) -> int:\\n    70|    now = utc_now()\\n    71|    rows = conn.execute(\\n    72|        \\\"\\\"\\\"\\n    73|        SELECT transaction_id, fx_rate_to_chf, fx_source, fx_status FROM transactions\\n    74|        WHERE currency_original='CHF'\\n    75|          AND (fx_status IS NULL OR fx_status='missing' OR fx_rate_to_chf IS NULL OR fx_source IS NULL)\\n    76|        \\\"\\\"\\\"\\n    77|    ).fetchall()\\n    78|    if dry_run:\\n    79|        return len(rows)\\n    80|    for row in rows:\\n    81|        conn.execute(\\n    82|            \\\"UPDATE transactions SET fx_rate_to_chf='1', fx_source='not_needed', fx_status='not_needed', updated_at=? WHERE transaction_id=?\\\",\\n    83|            (now, row[\\\"transaction_id\\\"]),\\n    84|        )\\n    85|        record_audit_event(\\n    86|            conn,\\n    87|            source=\\\"fx_recheck\\\",\\n    88|            action=\\\"set_chf_fx_not_needed\\\",\\n    89|            entity_type=\\\"transaction\\\",\\n    90|            entity_id=row[\\\"transaction_id\\\"],\\n    91|            old_values={\\\"fx_rate_to_chf\\\": row[\\\"fx_rate_to_chf\\\"], \\\"fx_source\\\": row[\\\"fx_source\\\"], \\\"fx_status\\\": row[\\\"fx_status\\\"]},\\n    92|            new_values={\\\"fx_rate_to_chf\\\": \\\"1\\\", \\\"fx_source\\\": \\\"not_needed\\\", \\\"fx_status\\\": \\\"not_needed\\\"},\\n    93|            user_text_note=\\\"CHF original currency requires no FX conversion.\\\",\\n    94|        )\\n    95|    if rows:\\n    96|        _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=_transaction_instruments_for_currency(conn, \\\"CHF\\\"))\\n    97|        conn.commit()\\n    98|    return len(rows)\\n    99|\\n   100|\\n   101|def recheck_transaction_fx_status(conn: Connection, *, source_type: str | None = None, dry_run: bool = False) -> FxRecheckResult:\\n   102|    result = FxRecheckResult(dry_run=dry_run)\\n   103|    params: list[object] = []\\n   104|    where = \\\"COALESCE(is_voided,0)=0 AND transaction_type='initial_position_snapshot'\\\"\\n   105|    if source_type:\\n   106|        where += \\\" AND source_type=?\\\"\\n   107|        params.append(source_type)\\n   108|    rows = conn.execute(\\n   109|        f\\\"\\\"\\\"\\n   110|        SELECT transaction_id, instrument_id, currency_original, fx_status, fx_rate_to_chf, fx_source\\n   111|        FROM transactions\\n   112|        WHERE {where}\\n   113|        \\\"\\\"\\\",\\n   114|        tuple(params),\\n   115|    ).fetchall()\\n   116|    result.transaction_count = len(rows)\\n   117|    chf_ids: list[str] = []\\n   118|    foreign_ids: list[str] = []\\n   119|    false_positive_ids: list[str] = []\\n   120|    justified_ids: list[str] = []\\n   121|    for row in rows:\\n   122|        cur = (row[\\\"currency_original\\\"] or \\\"\\\").upper()\\n   123|        inst = row[\\\"instrument_id\\\"]\\n   124|        if cur == \\\"CHF\\\":\\n   125|            result.chf_positions += 1\\n   126|            if inst:\\n   127|                chf_ids.append(inst)\\n   128|            if row[\\\"fx_status\\\"] == \\\"missing\\\" or row[\\\"fx_rate_to_chf\\\"] in (None, \\\"\\\") or row[\\\"fx_source\\\"] in (None, \\\"\\\"):\\n   129|                result.corrected_transactions += 1\\n   130|                if inst:\\n   131|                    false_positive_ids.append(inst)\\n   132|                if not dry_run:\\n   133|                    conn.execute(\\n   134|                        \\\"UPDATE transactions SET fx_rate_to_chf='1', fx_source='not_needed', fx_status='not_needed', updated_at=? WHERE transaction_id=?\\\",\\n   135|                        (utc_now(), row[\\\"transaction_id\\\"]),\\n   136|                    )\\n   137|                    record_audit_event(\\n   138|                        conn,\\n   139|                        source=\\\"fx_recheck\\\",\\n   140|                        action=\\\"set_chf_fx_not_needed\\\",\\n   141|                        entity_type=\\\"transaction\\\",\\n   142|                        entity_id=row[\\\"transaction_id\\\"],\\n   143|                        old_values={\\\"fx_rate_to_chf\\\": row[\\\"fx_rate_to_chf\\\"], \\\"fx_source\\\": row[\\\"fx_source\\\"], \\\"fx_status\\\": row[\\\"fx_status\\\"]},\\n   144|                        new_values={\\\"fx_rate_to_chf\\\": \\\"1\\\", \\\"fx_source\\\": \\\"not_needed\\\", \\\"fx_status\\\": \\\"not_needed\\\"},\\n   145|                        user_text_note=\\\"CHF initial snapshot requires no FX conversion.\\\",\\n   146|                    )\\n   147|                    result.audit_events += 1\\n   148|        else:\\n   149|            result.foreign_currency_positions += 1\\n   150|            if inst:\\n   151|                foreign_ids.append(inst)\\n   152|            if row[\\\"fx_status\\\"] == \\\"missing\\\" or not latest_fx_rate(conn, base_currency=cur, quote_currency=\\\"CHF\\\", rate_date=None):\\n   153|                if inst:\\n   154|                    justified_ids.append(inst)\\n   155|    if false_positive_ids:\\n   156|        result.false_positive_missing_fx_alerts = len(conn.execute(\\n   157|            \\\"SELECT alert_id FROM alerts WHERE status='active' AND rule_id='missing_fx' AND entity_id IN (\\\" + \\\",\\\".join(\\\"?\\\" for _ in false_positive_ids) + \\\")\\\",\\n   158|            tuple(false_positive_ids),\\n   159|        ).fetchall())\\n   160|        if not dry_run:\\n   161|            result.resolved_alerts += _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=false_positive_ids)\\n   162|    if justified_ids:\\n   163|        result.justified_missing_fx_alerts = len(conn.execute(\\n   164|            \\\"SELECT alert_id FROM alerts WHERE status='active' AND rule_id='missing_fx' AND entity_id IN (\\\" + \\\",\\\".join(\\\"?\\\" for _ in justified_ids) + \\\")\\\",\\n   165|            tuple(justified_ids),\\n   166|        ).fetchall())\\n   167|    if not dry_run:\\n   168|        conn.commit()\\n   169|    return result\\n   170|\\n   171|\\n   172|def upsert_fx_rate(\\n   173|    conn: Connection,\\n   174|    *,\\n   175|    base_currency: str,\\n   176|    quote_currency: str,\\n   177|    rate_date: str,\\n   178|    rate: Decimal,\\n   179|    provider: str,\\n   180|    rate_type: str,\\n   181|    quality_status: str = \\\"fresh\\\",\\n   182|) -> str:\\n   183|    base = base_currency.upper()\\n   184|    quote = quote_currency.upper()\\n   185|    fx_rate_id = stable_id(\\\"fx\\\", base, quote, rate_date, provider, rate_type)\\n   186|    conn.execute(\\n   187|        \\\"\\\"\\\"\\n   188|        INSERT INTO fx_rates(\\n   189|            fx_rate_id, base_currency, quote_currency, rate_date, rate, provider,\\n   190|            rate_type, quality_status, created_at\\n   191|        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)\\n   192|        ON CONFLICT(base_currency, quote_currency, rate_date, provider, rate_type)\\n   193|        DO UPDATE SET rate=excluded.rate, quality_status=excluded.quality_status\\n   194|        \\\"\\\"\\\",\\n   195|        (fx_rate_id, base, quote, rate_date, format(rate, \\\"f\\\"), provider, rate_type, quality_status, utc_now()),\\n   196|    )\\n   197|    return fx_rate_id\\n   198|\\n   199|\\n   200|def upsert_fx_unavailable(\\n   201|    conn: Connection,\\n   202|    *,\\n   203|    base_currency: str,\\n   204|    quote_currency: str,\\n   205|    rate_date: str,\\n   206|    provider: str,\\n   207|    error_status: str = \\\"manual_override_required\\\",\\n   208|    error_message: str | None = None,\\n   209|) -> str:\\n   210|    base = base_currency.upper(); quote = quote_currency.upper()\\n   211|    fx_rate_id = stable_id(\\\"fxerr\\\", base, quote, rate_date, provider, error_status)\\n   212|    conn.execute(\\n   213|        \\\"\\\"\\\"\\n   214|        INSERT INTO fx_rates(fx_rate_id, base_currency, quote_currency, rate_date, rate, provider, rate_type, quality_status, created_at, error_status, error_message)\\n   215|        VALUES (?, ?, ?, ?, '', ?, 'close', ?, ?, ?, ?)\\n   216|        ON CONFLICT(base_currency, quote_currency, rate_date, provider, rate_type)\\n   217|        DO UPDATE SET quality_status=excluded.quality_status, error_status=excluded.error_status, error_message=excluded.error_message\\n   218|        \\\"\\\"\\\",\\n   219|        (fx_rate_id, base, quote, rate_date, provider, error_status, utc_now(), error_status, error_message),\\n   220|    )\\n   221|    return fx_rate_id\\n   222|\\n   223|\\n   224|def latest_fx_rate(conn: Connection, *, base_currency: str, quote_currency: str = \\\"CHF\\\", rate_date: str | None = None):\\n   225|    base = base_currency.upper(); quote = quote_currency.upper()\\n   226|    if base == quote:\\n   227|        return None\\n   228|    if rate_date:\\n   229|        return conn.execute(\\n   230|            \\\"\\\"\\\"\\n   231|            SELECT * FROM fx_rates WHERE base_currency=? AND quote_currency=? AND rate_date<=? AND quality_status IN ('fresh','ok','manual')\\n   232|            ORDER BY rate_date DESC, created_at DESC LIMIT 1\\n   233|            \\\"\\\"\\\",\\n   234|            (base, quote, rate_date),\\n   235|        ).fetchone()\\n   236|    return conn.execute(\\n   237|        \\\"\\\"\\\"\\n   238|        SELECT * FROM fx_rates WHERE base_currency=? AND quote_currency=? AND quality_status IN ('fresh','ok','manual')\\n   239|        ORDER BY rate_date DESC, created_at DESC LIMIT 1\\n   240|        \\\"\\\"\\\",\\n   241|        (base, quote),\\n   242|    ).fetchone()\\n   243|\\n   244|\\n   245|def get_fx_rate_to_chf(conn: Connection, *, base_currency: str, rate_date: str | None = None, resolve_fixed: bool = False) -> Decimal | None:\\n   246|    base = base_currency.upper()\\n   247|    if base == \\\"CHF\\\":\\n   248|        _mark_chf_transactions_not_needed(conn)\\n   249|        return Decimal(\\\"1\\\")\\n   250|    row = latest_fx_rate(conn, base_currency=base, quote_currency=\\\"CHF\\\", rate_date=rate_date)\\n   251|    if row is None:\\n   252|        return None\\n   253|    if resolve_fixed:\\n   254|        _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=_transaction_instruments_for_currency(conn, base))\\n   255|        conn.commit()\\n   256|    return Decimal(str(row[\\\"rate\\\"]))\\n   257|\\n   258|\\n   259|def update_fx_rates(\\n   260|    conn: Connection,\\n   261|    *,\\n   262|    provider: FxProvider,\\n   263|    currencies: Sequence[str],\\n   264|    rate_date: str,\\n   265|    latest: bool = False,\\n   266|    missing_only: bool = False,\\n   267|    dry_run: bool = False,\\n   268|    resolve_fixed: bool = True,\\n   269|) -> FxUpdateResult:\\n   270|    result = FxUpdateResult(dry_run=dry_run)\\n   271|    for cur in dict.fromkeys(c.upper() for c in currencies):\\n   272|        if cur == \\\"CHF\\\":\\n   273|            if not dry_run:\\n   274|                _mark_chf_transactions_not_needed(conn)\\n   275|            result.cached_count += 1\\n   276|            continue\\n   277|        if missing_only and latest_fx_rate(conn, base_currency=cur, quote_currency=\\\"CHF\\\", rate_date=rate_date):\\n   278|            result.cached_count += 1\\n   279|            continue\\n   280|        try:\\n   281|            rate = provider.get_rate(cur, \\\"CHF\\\", None if latest else rate_date)\\n   282|        except Exception as exc:\\n   283|            status = getattr(exc, \\\"status\\\", \\\"manual_override_required\\\")\\n   284|            if status in {\\\"manual_override_required\\\", \\\"paywall\\\", \\\"rate_limited\\\", \\\"forbidden\\\"}:\\n   285|                result.warning_count += 1\\n   286|                if not dry_run:\\n   287|                    upsert_fx_unavailable(conn, base_currency=cur, quote_currency=\\\"CHF\\\", rate_date=rate_date, provider=getattr(provider, \\\"name\\\", \\\"unknown\\\"), error_status=\\\"manual_override_required\\\", error_message=str(exc))\\n   288|                    for inst_id in _transaction_instruments_for_currency(conn, cur):\\n   289|                        create_alert(conn, priority=\\\"kritisch\\\", category=\\\"fx\\\", entity_type=\\\"instrument\\\", entity_id=inst_id, rule_id=\\\"historical_fx_unavailable\\\", message=\\\"Historical FX is unavailable from provider; manual override is required.\\\", evidence={\\\"base_currency\\\": cur, \\\"quote_currency\\\": \\\"CHF\\\", \\\"rate_date\\\": rate_date}, fingerprint=f\\\"historical_fx_unavailable:{cur}:CHF:{rate_date}\\\")\\n   290|                        create_alert(conn, priority=\\\"kritisch\\\", category=\\\"fx\\\", entity_type=\\\"instrument\\\", entity_id=inst_id, rule_id=\\\"manual_override_required\\\", message=\\\"Manual FX override is required; no latest FX fallback is used.\\\", evidence={\\\"base_currency\\\": cur, \\\"quote_currency\\\": \\\"CHF\\\", \\\"rate_date\\\": rate_date}, fingerprint=f\\\"manual_fx_required:{cur}:CHF:{rate_date}\\\")\\n   291|                continue\\n   292|            result.error_count += 1\\n   293|            continue\\n   294|        if rate is None:\\n   295|            result.warning_count += 1\\n   296|            create_alert(conn, priority=\\\"kritisch\\\", category=\\\"fx\\\", entity_type=\\\"currency_pair\\\", entity_id=f\\\"{cur}/CHF\\\", rule_id=\\\"missing_fx\\\", message=\\\"FX rate to CHF is missing.\\\", evidence={\\\"base_currency\\\": cur, \\\"quote_currency\\\": \\\"CHF\\\", \\\"rate_date\\\": rate_date}, fingerprint=f\\\"missing_fx_rate:{cur}:CHF:{rate_date}\\\")\\n   297|            continue\\n   298|        if not dry_run:\\n   299|            upsert_fx_rate(conn, base_currency=cur, quote_currency=\\\"CHF\\\", rate_date=rate_date, rate=rate, provider=getattr(provider, \\\"name\\\", \\\"mock\\\"), rate_type=\\\"latest\\\" if latest else \\\"close\\\", quality_status=\\\"fresh\\\")\\n   300|            if resolve_fixed:\\n   301|\", \"total_lines\": 305, \"file_size\": 13457, \"truncated\": true, \"hint\": \"Use offset=301 to continue reading (showing 1-300 of 305 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_Sgoq24nlINrVix0K0qpSMccS"
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from pathlib import Path\\n     4|\\n     5|from jarvis_finance.config.paths import RuntimePaths\\n     6|from jarvis_finance.config.settings import Settings, load_settings\\n     7|from jarvis_finance.dashboard.components.tables import show_table\\n     8|from jarvis_finance.dashboard import data\\n     9|from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n    10|from jarvis_finance.market_data.prices import equity_price_provider_by_name, refresh_market_prices\\n    11|from jarvis_finance.reports.crypto_inventory import export_crypto_inventory_report\\n    12|\\n    13|PAGE_TITLE = \\\"Command Center\\\"\\n    14|\\n    15|\\n    16|def _metric_row(st, metrics: list[tuple[str, str, str | None]]) -> None:\\n    17|    cols = st.columns(len(metrics))\\n    18|    for col, (label, value, help_text) in zip(cols, metrics):\\n    19|        col.metric(label, value, help=help_text)\\n    20|\\n    21|\\n    22|def _report_settings(st) -> Settings:\\n    23|    runtime_override = st.session_state.get(\\\"jarvis_reports_runtime_dir\\\") if hasattr(st, \\\"session_state\\\") else None\\n    24|    if runtime_override:\\n    25|        return Settings(runtime_paths=RuntimePaths.from_base(Path(str(runtime_override))))\\n    26|    return load_settings()\\n    27|\\n    28|\\n    29|def _request_position_add(st) -> None:\\n    30|    if hasattr(st, \\\"session_state\\\"):\\n    31|        st.session_state[\\\"jarvis_requested_page\\\"] = \\\"Position hinzufügen\\\"\\n    32|\\n    33|\\n    34|def render(st, conn) -> None:\\n    35|    st.title(\\\"Command Center\\\")\\n    36|    st.caption(\\\"Ruhige Startseite: wichtigste Werte, wenige Hinweise, direkte MVP-Aktionen. Keine API-Abfragen beim Laden.\\\")\\n    37|    summary = data.get_command_center_summary(conn)\\n    38|    crypto = data.get_crypto_summary_cards(conn)\\n    39|    _metric_row(st, [\\n    40|        (\\\"Gesamtportfolio CHF\\\", data.chf_text(summary[\\\"total_portfolio_chf\\\"]), None),\\n    41|        (\\\"Crypto CHF\\\", data.chf_text(summary[\\\"crypto_total_chf\\\"]), None),\\n    42|        (\\\"Aktien/ETF CHF\\\", data.equity_etf_user_label(summary), \\\"nicht prominent bewertet, solange Marktpreise/FX fehlen\\\"),\\n    43|        (\\\"Kritische Punkte\\\", summary[\\\"critical_alert_count\\\"], \\\"aktive kritische Hinweise\\\"),\\n    44|        (\\\"Letztes Preisupdate\\\", data.date_text(summary[\\\"last_price_update_at\\\"]), None),\\n    45|    ])\\n    46|\\n    47|    if data.equity_etf_user_label(summary) == \\\"noch nicht bewertet\\\":\\n    48|        st.info(\\\"Aktien/ETF: Bewertung unvollständig. Details bitte im Admin/Data-Quality-Bereich prüfen; im User Mode wird kein irreführender CHF-0-Wert angezeigt.\\\")\\n    49|\\n    50|    st.subheader(\\\"Was ist wichtig?\\\")\\n    51|    hints = data.get_top_user_hints(conn, limit=3)\\n    52|    if not hints:\\n    53|        st.success(\\\"Keine wichtigen Hinweise.\\\")\\n    54|    for hint in hints[:3]:\\n    55|        st.markdown(f\\\"**Wichtig:** {hint}\\\")\\n    56|\\n    57|    st.subheader(\\\"Top 5 Crypto-Positionen\\\")\\n    58|    crypto_rows = data.get_crypto_coin_summary(conn)[:5]\\n    59|    show_table(st, [{k: r[k] for k in [\\\"coin\\\", \\\"symbol\\\", \\\"gesamtwert_chf\\\", \\\"anteil\\\", \\\"status\\\"] if k in r} for r in crypto_rows])\\n    60|\\n    61|    st.subheader(\\\"Schnellaktionen\\\")\\n    62|    a, b, c, d = st.columns(4)\\n    63|    if a.button(\\\"+ Position hinzufügen\\\", key=\\\"cc_position_add\\\", on_click=_request_position_add, args=(st,)):\\n    64|        a.success(\\\"Öffne die User-Mode-Seite „Position hinzufügen“. Dort startet der Wizard.\\\")\\n    65|    if b.button(\\\"Preise aktualisieren\\\", key=\\\"cc_price_refresh\\\"):\\n    66|        b.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n    67|        crypto_result = refresh_crypto_prices(conn, provider=CoinGeckoClient(max_retries=2, initial_backoff_seconds=1.0, max_backoff_seconds=8.0), currency=\\\"CHF\\\", only_missing=True, sleep_seconds=1.0)\\n    68|        stock = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"stock\\\", only_missing=True)\\n    69|        etf = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"etf\\\", only_missing=True)\\n    70|        b.success(\\n    71|            f\\\"Preisupdate: Crypto aktualisiert={crypto_result.updated_count}, warnings={crypto_result.warning_count}, errors={crypto_result.error_count}, ohne Preis={crypto_result.missing_local_price_count}; \\\"\\n    72|            f\\\"Aktien/ETF aktualisiert={stock.updated_count + etf.updated_count}, warnings={stock.warning_count + etf.warning_count}, errors={stock.error_count + etf.error_count}\\\"\\n    73|        )\\n    74|    if b.button(\\\"Crypto-Report erzeugen\\\", key=\\\"cc_crypto_report\\\"):\\n    75|        try:\\n    76|            b.spinner(\\\"Crypto-Report wird aus lokalen Daten erzeugt …\\\")\\n    77|            result = export_crypto_inventory_report(conn, settings=_report_settings(st), preferred_format=\\\"pdf\\\")\\n    78|            b.success(f\\\"Report erzeugt ({result['format']}): {result['file_path']}\\\")\\n    79|        except Exception as exc:\\n    80|            b.error(f\\\"Report konnte nicht erzeugt werden: {exc}\\\")\\n    81|    c.button(\\\"Coin hinzufügen\\\", key=\\\"cc_coin_add\\\", disabled=True, help=\\\"Bitte auf der Crypto-Seite eine Position auswählen; dort öffnet das Formular direkt.\\\")\\n    82|    d.button(\\\"Wallet öffnen\\\", key=\\\"cc_wallet_open\\\", disabled=True, help=\\\"Bitte die Wallets-Seite über die Hauptnavigation öffnen; dort ist die Auswahl direkt sichtbar.\\\")\\n    83|\\n    84|    alerts = data.get_alert_summary_cards(conn)\\n    85|    st.caption(f\\\"Hinweise zusammengefasst — Kritisch: {alerts['kritisch']} · Wichtig: {alerts['wichtig']} · Info: {alerts['info']}\\\")\\n    86|\", \"total_lines\": 85, \"file_size\": 4997, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_4xxri16tQc7XoDi5v7tqkz6R"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Implementing Testing Strategies**\n\nI need to focus on a concise implementation for the project. It's crucial to consider how I'll test different aspects effectively. I'll also take some time to inspect the schema for the columns involved so everything aligns correctly. This feels like a solid approach to ensure that the implementation is robust and functions as intended. Let's keep this organized and clear for better understanding!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Implementing Testing Strategies**\n\nI need to focus on a concise implementation for the project. It's crucial to consider how I'll test different aspects effectively. I'll also take some time to inspect the schema for the columns involved so everything aligns correctly. This feels like a solid approach to ensure that the implementation is robust and functions as intended. Let's keep this organized and clear for better understanding!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqCFaG58yOh-5yspDxj_pW8rOQdPKyHEt53wTjvcj225ubi0JTtcrTHhWotfbnwif0z3rh2uWutZ9P3JV2bn3Vu61XRUw2y_KWZNHhImMy9eGCHCWWA1_NSutpoGoiH7g8y32BS8ASBRrr9Q_wTAtMjEcR241HPYnxeFUgmHgHEb4oX0xZuWX5U0KlzMswlcCWKkeLmxE1H-9nn_QGLnWESIi2N-SKlPSqm-BrG6KorORTQJJVHrD-9VRT_yZuq-Orycpf8l7nuBC1ke7KD7g61walHWdVTGMQEcyoWRBN0A2Rj6-oFuI6scGyuTdQUfmumqyW5UZMET_T30plMk9_SCYaHymUJ2MaO9S2hLfJraHPzsXoNbviaUu9D7pe8FW495bsTSNWOoMQJhCCeZBn_oKG8DEnUiRUUrPWXu2n4GN2BxbD7Lt49UAFinij-GOs-AH2Ir1fI4R2OzWyeB_nrXtatRAaBIyQR7q8TbGxUiC-g0ldAFZKPZlVch9NvuYlqADwk3iBo7MmLcFcRnlMDaKTYsLA3iQ_Zga3sl9l_SNqd2Qv8kvc4NQ5Zoup6LcVaq3xF5Mgvpe9XgJwFiNRnIhKeN-GEHlF4HZ1SDafD_OTqA60aWOqQIdn3SIKJl-O9wNlre_oVyY-R0wqaVFq09bzc3DAfRG-BbgCvOgnj1tlV2fFW8vtZs-2-UbG2rGZh03DQDKSTJSoqeKx1o7VKV2WV7O5-NI6feKH1CO_OD-o-KJ8MZ5-wdAXhqYnkPMD_u-nuC_WP_CPqRtjDbRS6OdxuC79IZq-UKafpfw9mNvsvlGotmX9VHiBdMS6UergiXxd0N1jDR60NAZDtu4QETSxIHJQz29O2U4PCI9dZ2qa_q0ZFZPObXIE81E7GaN-b579FT0GUKz1r1UlMwFDBS_DZl2HL0RUJn_cyd_sTQHVTE1GZMHjzpx4tf3dTZCFnDJ8UqiLX-JXoM33PYrJUzludk6oZpCoNKzCWcLKv8Ic0EeLnSe2v1m_ShBzwEgMg5Yp",
          "id": "rs_080ca66ef895c34b016a08568434bc8191bd1fe110b399a3ff",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Implementing Testing Strategies**\n\nI need to focus on a concise implementation for the project. It's crucial to consider how I'll test different aspects effectively. I'll also take some time to inspect the schema for the columns involved so everything aligns correctly. This feels like a solid approach to ensure that the implementation is robust and functions as intended. Let's keep this organized and clear for better understanding!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_GxoBV7mpGCTbGoVNaWiFlMT6",
          "call_id": "call_GxoBV7mpGCTbGoVNaWiFlMT6",
          "response_item_id": "fc_080ca66ef895c34b016a08568643888191bfb217db5f2fc811",
          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/ledger/positions.py\",\"limit\":500}"
          }
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    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from dataclasses import dataclass, field\\n     4|from datetime import datetime, timezone\\n     5|from decimal import Decimal, ROUND_HALF_UP\\n     6|from sqlite3 import Connection\\n     7|\\n     8|from jarvis_finance.audit.log import record_audit_event\\n     9|from jarvis_finance.imports.common import stable_id, utc_now\\n    10|from jarvis_finance.quality.alerts import create_alert\\n    11|from jarvis_finance.fx.rates import latest_fx_rate\\n    12|\\n    13|from .cost_basis import WeightedAverageLot\\n    14|\\n    15|MONEY = Decimal(\\\"0.01\\\")\\n    16|\\n    17|\\n    18|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n    19|    if value is None or str(value).strip() == \\\"\\\":\\n    20|        return Decimal(default)\\n    21|    return Decimal(str(value))\\n    22|\\n    23|\\n    24|def _money(value: Decimal | None) -> Decimal | None:\\n    25|    if value is None:\\n    26|        return None\\n    27|    return value.quantize(MONEY, rounding=ROUND_HALF_UP)\\n    28|\\n    29|\\n    30|@dataclass\\n    31|class Position:\\n    32|    account_id: str\\n    33|    instrument_id: str\\n    34|    quantity: Decimal = Decimal(\\\"0\\\")\\n    35|    cost_basis_original: Decimal = Decimal(\\\"0\\\")\\n    36|    cost_basis_chf: Decimal = Decimal(\\\"0\\\")\\n    37|    average_cost_original: Decimal | None = None\\n    38|    average_cost_chf: Decimal | None = None\\n    39|    realized_pnl_chf: Decimal = Decimal(\\\"0\\\")\\n    40|    income_chf: Decimal = Decimal(\\\"0\\\")\\n    41|    fees_chf: Decimal = Decimal(\\\"0\\\")\\n    42|    taxes_chf: Decimal = Decimal(\\\"0\\\")\\n    43|    market_price_original: Decimal | None = None\\n    44|    market_value_original: Decimal | None = None\\n    45|    market_value_chf: Decimal | None = None\\n    46|    unrealized_pnl_chf: Decimal | None = None\\n    47|    total_return_chf: Decimal | None = None\\n    48|    data_quality_status: str = \\\"ok\\\"\\n    49|    valuation_status: str = \\\"not_valuable\\\"\\n    50|    valuation_timestamp_status: str = \\\"missing_timestamp\\\"\\n    51|    hedge_status: str = \\\"unknown\\\"\\n    52|    instrument_status: str = \\\"unknown\\\"\\n    53|    valuation_policy: str = \\\"live_price\\\"\\n    54|    corporate_action_status: str = \\\"not_checked\\\"\\n    55|    quality_warnings: list[str] = field(default_factory=list)\\n    56|\\n    57|\\n    58|@dataclass\\n    59|class PositionCalculationResult:\\n    60|    positions: dict[tuple[str, str], Position] = field(default_factory=dict)\\n    61|    as_of_date: str | None = None\\n    62|\\n    63|\\n    64|def _latest_market_price(conn: Connection, instrument_id: str, as_of_date: str | None):\\n    65|    if as_of_date:\\n    66|        return conn.execute(\\n    67|            \\\"\\\"\\\"\\n    68|            SELECT close, currency, price_timestamp, price_date, corporate_action_status FROM market_prices\\n    69|            WHERE instrument_id=? AND price_date <= ? AND quality_status IN ('fresh','ok')\\n    70|            ORDER BY price_date DESC, created_at DESC LIMIT 1\\n    71|            \\\"\\\"\\\",\\n    72|            (instrument_id, as_of_date),\\n    73|        ).fetchone()\\n    74|    return conn.execute(\\n    75|        \\\"\\\"\\\"\\n    76|        SELECT close, currency, price_timestamp, price_date, corporate_action_status FROM market_prices\\n    77|        WHERE instrument_id=? AND quality_status IN ('fresh','ok')\\n    78|        ORDER BY price_date DESC, created_at DESC LIMIT 1\\n    79|        \\\"\\\"\\\",\\n    80|        (instrument_id,),\\n    81|    ).fetchone()\\n    82|\\n    83|\\n    84|def _add_warning(conn: Connection, pos: Position, rule_id: str, message: str) -> None:\\n    85|    if rule_id not in pos.quality_warnings:\\n    86|        pos.quality_warnings.append(rule_id)\\n    87|    pos.data_quality_status = \\\"incomplete\\\"\\n    88|    create_alert(\\n    89|        conn,\\n    90|        priority=\\\"kritisch\\\" if rule_id == \\\"missing_fx\\\" else \\\"warnung\\\",\\n    91|        category=\\\"ledger\\\",\\n    92|        entity_type=\\\"instrument\\\",\\n    93|        entity_id=pos.instrument_id,\\n    94|        rule_id=rule_id,\\n    95|        message=message,\\n    96|        evidence={\\\"account_id\\\": pos.account_id, \\\"instrument_id\\\": pos.instrument_id},\\n    97|    )\\n    98|\\n    99|\\n   100|def _timestamp_status(price_ts: str | None, fx_ts: str | None, *, max_delta_hours: int = 24) -> str:\\n   101|    if not price_ts or not fx_ts:\\n   102|        return \\\"missing_timestamp\\\"\\n   103|    try:\\n   104|        p = datetime.fromisoformat(price_ts.replace(\\\"Z\\\", \\\"+00:00\\\"))\\n   105|        f = datetime.fromisoformat(fx_ts.replace(\\\"Z\\\", \\\"+00:00\\\"))\\n   106|        if p.tzinfo is None:\\n   107|            p = p.replace(tzinfo=timezone.utc)\\n   108|        if f.tzinfo is None:\\n   109|            f = f.replace(tzinfo=timezone.utc)\\n   110|    except ValueError:\\n   111|        return \\\"missing_timestamp\\\"\\n   112|    delta_hours = abs((p - f).total_seconds()) / 3600\\n   113|    if delta_hours <= 1:\\n   114|        return \\\"aligned\\\"\\n   115|    if delta_hours <= max_delta_hours:\\n   116|        return \\\"acceptable\\\"\\n   117|    return \\\"stale_mismatch\\\"\\n   118|\\n   119|\\n   120|def _instrument_metadata(conn: Connection, instrument_id: str) -> dict[str, object]:\\n   121|    row = conn.execute(\\\"SELECT * FROM instruments WHERE instrument_id=?\\\", (instrument_id,)).fetchone()\\n   122|    if not row:\\n   123|        return {\\\"hedge_status\\\": \\\"unknown\\\", \\\"instrument_status\\\": \\\"unknown\\\", \\\"valuation_policy\\\": \\\"live_price\\\", \\\"corporate_action_status\\\": \\\"not_checked\\\"}\\n   124|    return dict(row)\\n   125|\\n   126|\\n   127|def calculate_positions(conn: Connection, *, as_of_date: str | None = None, max_price_fx_time_delta_hours: int = 24) -> PositionCalculationResult:\\n   128|    result = PositionCalculationResult(as_of_date=as_of_date)\\n   129|    lots: dict[tuple[str, str], WeightedAverageLot] = {}\\n   130|    params: tuple[object, ...] = ()\\n   131|    where = \\\"WHERE instrument_id IS NOT NULL AND COALESCE(is_voided, 0) = 0\\\"\\n   132|    if as_of_date:\\n   133|        where += \\\" AND trade_date <= ?\\\"\\n   134|        params = (as_of_date,)\\n   135|    rows = conn.execute(\\n   136|        f\\\"\\\"\\\"\\n   137|        SELECT * FROM transactions\\n   138|        {where}\\n   139|        ORDER BY account_id, instrument_id, trade_date, created_at, transaction_id\\n   140|        \\\"\\\"\\\",\\n   141|        params,\\n   142|    ).fetchall()\\n   143|    for row in rows:\\n   144|        key = (row[\\\"account_id\\\"], row[\\\"instrument_id\\\"])\\n   145|        pos = result.positions.setdefault(key, Position(row[\\\"account_id\\\"], row[\\\"instrument_id\\\"]))\\n   146|        lot = lots.setdefault(key, WeightedAverageLot())\\n   147|        t = row[\\\"transaction_type\\\"]\\n   148|        qty = _d(row[\\\"quantity\\\"])\\n   149|        gross = _d(row[\\\"gross_amount_original\\\"])\\n   150|        fee = _d(row[\\\"fee_original\\\"])\\n   151|        tax = _d(row[\\\"tax_original\\\"])\\n   152|        fx = _d(row[\\\"fx_rate_to_chf\\\"], \\\"1\\\") if row[\\\"fx_rate_to_chf\\\"] is not None else None\\n   153|        if fx is None or row[\\\"fx_status\\\"] == \\\"missing\\\":\\n   154|            _add_warning(conn, pos, \\\"missing_fx\\\", \\\"Historic FX is missing; precise CHF total return cannot be calculated.\\\")\\n   155|        if t in {\\\"initial_position_snapshot\\\", \\\"buy\\\"}:\\n   156|            if qty > 0:\\n   157|                cost_original = gross + fee\\n   158|                cost_chf = (gross + fee) * fx if fx is not None else Decimal(\\\"0\\\")\\n   159|                lot.buy(qty, cost_original, cost_chf)\\n   160|                pos.fees_chf += fee * fx if fx is not None else Decimal(\\\"0\\\")\\n   161|                pos.taxes_chf += tax * fx if fx is not None else Decimal(\\\"0\\\")\\n   162|        elif t in {\\\"partial_sell\\\", \\\"full_sell\\\"}:\\n   163|            if qty > 0:\\n   164|                proceeds_chf = (gross - fee - tax) * fx if fx is not None else Decimal(\\\"0\\\")\\n   165|                lot.sell(qty, proceeds_chf)\\n   166|                pos.fees_chf += fee * fx if fx is not None else Decimal(\\\"0\\\")\\n   167|                pos.taxes_chf += tax * fx if fx is not None else Decimal(\\\"0\\\")\\n   168|        elif t in {\\\"dividend\\\", \\\"etf_distribution\\\"}:\\n   169|            income_original = _d(row[\\\"net_amount_original\\\"]) if row[\\\"net_amount_original\\\"] is not None else gross - fee - tax\\n   170|            if fx is not None:\\n   171|                pos.income_chf += income_original * fx\\n   172|                pos.fees_chf += fee * fx\\n   173|                pos.taxes_chf += tax * fx\\n   174|        if t == \\\"initial_position_snapshot\\\":\\n   175|            _add_warning(conn, pos, \\\"snapshot_only\\\", \\\"Initial snapshot lacks full transaction history; performance is incomplete.\\\")\\n   176|            if gross == 0 or fx is None:\\n   177|                _add_warning(conn, pos, \\\"cost_basis_uncertain\\\", \\\"Cost basis is uncertain for this initial snapshot.\\\")\\n   178|    for key, lot in lots.items():\\n   179|        pos = result.positions[key]\\n   180|        meta = _instrument_metadata(conn, pos.instrument_id)\\n   181|        pos.hedge_status = str(meta.get(\\\"hedge_status\\\") or \\\"unknown\\\")\\n   182|        pos.instrument_status = str(meta.get(\\\"instrument_status\\\") or \\\"unknown\\\")\\n   183|        pos.valuation_policy = str(meta.get(\\\"valuation_policy\\\") or \\\"live_price\\\")\\n   184|        pos.corporate_action_status = str(meta.get(\\\"corporate_action_status\\\") or \\\"not_checked\\\")\\n   185|        if pos.hedge_status == \\\"unknown\\\":\\n   186|            _add_warning(conn, pos, \\\"hedge_status_unknown\\\", \\\"Currency hedge status is unknown; FX attribution is incomplete.\\\")\\n   187|        if pos.instrument_status in {\\\"delisted\\\", \\\"suspended\\\", \\\"merged\\\", \\\"inactive\\\"} and pos.valuation_policy in {\\\"live_price\\\", \\\"exclude_from_auto_price_update\\\"}:\\n   188|            _add_warning(conn, pos, \\\"delisted_or_suspended\\\", \\\"Instrument status excludes or limits automatic valuation.\\\")\\n   189|        if pos.corporate_action_status in {\\\"suspected\\\", \\\"confirmed\\\"} or meta.get(\\\"split_or_corporate_action_review_required\\\"):\\n   190|            _add_warning(conn, pos, \\\"corporate_action_suspected\\\", \\\"Corporate action review is required before high-confidence valuation.\\\")\\n   191|        pos.quantity = lot.quantity.normalize()\\n   192|        pos.cost_basis_original = _money(lot.cost_basis_original) or Decimal(\\\"0\\\")\\n   193|        pos.cost_basis_chf = _money(lot.cost_basis_chf) or Decimal(\\\"0\\\")\\n   194|        pos.average_cost_original = lot.average_cost_original\\n   195|        pos.average_cost_chf = lot.average_cost_chf\\n   196|        pos.realized_pnl_chf = _money(lot.realized_pnl_chf) or Decimal(\\\"0\\\")\\n   197|        pos.income_chf = _money(pos.income_chf) or Decimal(\\\"0\\\")\\n   198|        pos.fees_chf = _money(pos.fees_chf) or Decimal(\\\"0\\\")\\n   199|        pos.taxes_chf = _money(pos.taxes_chf) or Decimal(\\\"0\\\")\\n   200|        market = _latest_market_price(conn, pos.instrument_id, as_of_date)\\n   201|        if market is None:\\n   202|            _add_warning(conn, pos, \\\"missing_market_price\\\", \\\"Market price is missing; unrealized P&L cannot be calculated.\\\")\\n   203|        else:\\n   204|            pos.market_price_original = _d(market[\\\"close\\\"])\\n   205|            pos.market_value_original = _money(pos.quantity * pos.market_price_original)\\n   206|            # MVP: use only local FX data; dashboards never call providers during render.\\n   207|            if market[\\\"currency\\\"] == \\\"CHF\\\":\\n   208|                pos.market_value_chf = pos.market_value_original\\n   209|                pos.valuation_timestamp_status = \\\"aligned\\\" if market[\\\"price_timestamp\\\"] or market[\\\"price_date\\\"] else \\\"missing_timestamp\\\"\\n   210|                pos.unrealized_pnl_chf = _money(pos.market_value_chf - pos.cost_basis_chf)\\n   211|            else:\\n   212|                fx_row = latest_fx_rate(conn, base_currency=market[\\\"currency\\\"], quote_currency=\\\"CHF\\\", rate_date=as_of_date)\\n   213|                if fx_row:\\n   214|                    market_fx = _d(fx_row[\\\"rate\\\"])\\n   215|                    pos.valuation_timestamp_status = _timestamp_status(market[\\\"price_timestamp\\\"] or market[\\\"price_date\\\"], fx_row[\\\"rate_timestamp\\\"] or fx_row[\\\"rate_date\\\"], max_delta_hours=max_price_fx_time_delta_hours)\\n   216|                    if pos.valuation_timestamp_status == \\\"stale_mismatch\\\":\\n   217|                        _add_warning(conn, pos, \\\"stale_valuation\\\", \\\"Price and FX timestamps are outside the configured valuation tolerance.\\\")\\n   218|                    pos.market_value_chf = _money(pos.market_value_original * market_fx) if pos.market_value_original is not None else None\\n   219|                    if pos.market_value_chf is not None:\\n   220|                        pos.unrealized_pnl_chf = _money(pos.market_value_chf - pos.cost_basis_chf)\\n   221|                    if pos.hedge_status == \\\"hedged\\\" and (meta.get(\\\"hedged_to_currency\\\") or \\\"\\\").upper() == \\\"CHF\\\":\\n   222|                        _add_warning(conn, pos, \\\"currency_hedged_fx_attribution\\\", \\\"CHF-hedged instrument: free FX P&L attribution is methodically restricted.\\\")\\n   223|                else:\\n   224|                    _add_warning(conn, pos, \\\"missing_fx\\\", \\\"Market FX is missing; CHF valuation is incomplete.\\\")\\n   225|            if market[\\\"corporate_action_status\\\"] in {\\\"suspected\\\", \\\"confirmed\\\"}:\\n   226|                _add_warning(conn, pos, \\\"corporate_action_suspected\\\", \\\"Market price may cross a corporate action; manual review required.\\\")\\n   227|        if pos.market_value_chf is not None and \\\"missing_fx\\\" not in pos.quality_warnings and \\\"cost_basis_uncertain\\\" not in pos.quality_warnings and \\\"snapshot_only\\\" not in pos.quality_warnings:\\n   228|            pos.total_return_chf = _money((pos.unrealized_pnl_chf or Decimal(\\\"0\\\")) + pos.realized_pnl_chf + pos.income_chf - pos.fees_chf - pos.taxes_chf)\\n   229|        else:\\n   230|            pos.total_return_chf = None\\n   231|        blocking = {\\\"missing_market_price\\\", \\\"missing_fx\\\", \\\"hedge_status_unknown\\\", \\\"stale_valuation\\\", \\\"corporate_action_suspected\\\", \\\"delisted_or_suspended\\\"}\\n   232|        if pos.quantity == 0 or pos.instrument_status in {\\\"delisted\\\", \\\"suspended\\\", \\\"merged\\\", \\\"inactive\\\"} and pos.valuation_policy == \\\"exclude_from_auto_price_update\\\":\\n   233|            pos.valuation_status = \\\"not_valuable\\\"\\n   234|        elif pos.market_value_chf is not None and not (blocking & set(pos.quality_warnings)):\\n   235|            pos.valuation_status = \\\"valuable\\\"\\n   236|        elif pos.quantity != 0:\\n   237|            pos.valuation_status = \\\"partially_valuable\\\"\\n   238|        else:\\n   239|            pos.valuation_status = \\\"not_valuable\\\"\\n   240|    conn.commit()\\n   241|    return result\\n   242|\\n   243|\\n   244|def save_position_snapshots(conn: Connection, result: PositionCalculationResult, *, note: str) -> list[str]:\\n   245|    if not note.strip():\\n   246|        raise ValueError(\\\"position snapshot requires a note\\\")\\n   247|    now = utc_now()\\n   248|    snapshot_date = result.as_of_date or now[:10]\\n   249|    ids: list[str] = []\\n   250|    for (account_id, instrument_id), pos in result.positions.items():\\n   251|        row = conn.execute(\\\"SELECT platform_id FROM accounts WHERE account_id=?\\\", (account_id,)).fetchone()\\n   252|        platform_id = row[\\\"platform_id\\\"] if row else None\\n   253|        snapshot_id = stable_id(\\\"possnap\\\", snapshot_date, account_id, instrument_id)\\n   254|        conn.execute(\\n   255|            \\\"\\\"\\\"\\n   256|            INSERT OR REPLACE INTO positions_snapshot(\\n   257|                position_snapshot_id, snapshot_date, account_id, platform_id, instrument_id,\\n   258|                quantity, average_cost_original, cost_basis_original, cost_basis_chf,\\n   259|                market_price_original, market_value_original, market_value_chf,\\n   260|                unrealized_price_pnl_chf, realized_pnl_chf, income_chf, fees_chf,\\n   261|                taxes_chf, total_return_chf, data_quality_status, created_at\\n   262|            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n   263|            \\\"\\\"\\\",\\n   264|            (\\n   265|                snapshot_id, snapshot_date, account_id, platform_id, instrument_id,\\n   266|                str(pos.quantity), str(pos.average_cost_original) if pos.average_cost_original is not None else None,\\n   267|                str(pos.cost_basis_original), str(pos.cost_basis_chf),\\n   268|                str(pos.market_price_original) if pos.market_price_original is not None else None,\\n   269|                str(pos.market_value_original) if pos.market_value_original is not None else None,\\n   270|                str(pos.market_value_chf) if pos.market_value_chf is not None else None,\\n   271|                str(pos.unrealized_pnl_chf) if pos.unrealized_pnl_chf is not None else None,\\n   272|                str(pos.realized_pnl_chf), str(pos.income_chf), str(pos.fees_chf),\\n   273|                str(pos.taxes_chf), str(pos.total_return_chf) if pos.total_return_chf is not None else None,\\n   274|                pos.data_quality_status, now,\\n   275|            ),\\n   276|        )\\n   277|        record_audit_event(\\n   278|            conn,\\n   279|            source=\\\"ledger_positions\\\",\\n   280|            action=\\\"calculate_position_snapshot\\\",\\n   281|            entity_type=\\\"position_snapshot\\\",\\n   282|            entity_id=snapshot_id,\\n   283|            new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"snapshot_date\\\": snapshot_date},\\n   284|            user_text_note=note,\\n   285|            confirmed=True,\\n   286|            created_by=\\\"system\\\",\\n   287|        )\\n   288|        ids.append(snapshot_id)\\n   289|    conn.commit()\\n   290|    return ids\\n   291|\", \"total_lines\": 290, \"file_size\": 15242, \"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, *, inputs: dict[str, object] | None = None, checkboxes: 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|        self.inputs = inputs or {}\\n    23|        self.checkboxes = checkboxes or set()\\n    24|\\n    25|    def __getattr__(self, name: str):\\n    26|        def recorder(*args, **kwargs):\\n    27|            self.calls.append((name, args, kwargs))\\n    28|            if name == \\\"button\\\":\\n    29|                label = str(args[0]) if args else str(kwargs.get(\\\"label\\\", \\\"\\\"))\\n    30|                pressed = label in self.button_presses and not bool(kwargs.get(\\\"disabled\\\", False))\\n    31|                if pressed and callable(kwargs.get(\\\"on_click\\\")):\\n    32|                    kwargs[\\\"on_click\\\"](*kwargs.get(\\\"args\\\", ()), **kwargs.get(\\\"kwargs\\\", {}))\\n    33|                return pressed\\n    34|            if name == \\\"checkbox\\\":\\n    35|                label = str(args[0]) if args else str(kwargs.get(\\\"label\\\", \\\"\\\"))\\n    36|                key = str(kwargs.get(\\\"key\\\", label))\\n    37|                return bool(self.inputs.get(key, label in self.checkboxes))\\n    38|            if name == \\\"toggle\\\":\\n    39|                return bool(kwargs.get(\\\"value\\\", False))\\n    40|            if name in {\\\"text_input\\\", \\\"text_area\\\", \\\"date_input\\\"}:\\n    41|                key = str(kwargs.get(\\\"key\\\", args[0] if args else \\\"\\\"))\\n    42|                if key in self.inputs:\\n    43|                    return self.inputs[key]\\n    44|                return \\\"\\\"\\n    45|            if name in {\\\"selectbox\\\", \\\"radio\\\", \\\"pills\\\"}:\\n    46|                options = args[1] if len(args) > 1 else kwargs.get(\\\"options\\\", [])\\n    47|                key = str(kwargs.get(\\\"key\\\", args[0] if args else \\\"\\\"))\\n    48|                if key in self.inputs:\\n    49|                    return self.inputs[key]\\n    50|                return list(options)[0] if options else None\\n    51|            if name in {\\\"tabs\\\", \\\"columns\\\"}:\\n    52|                values = args[0] if args else []\\n    53|                count = values if isinstance(values, int) else len(values)\\n    54|                return [self for _ in range(count)]\\n    55|            if name == \\\"expander\\\":\\n    56|                return self\\n    57|            return None\\n    58|        return recorder\\n    59|\\n    60|    def __enter__(self):\\n    61|        return self\\n    62|\\n    63|    def __exit__(self, *args):\\n    64|        return False\\n    65|\\n    66|\\n    67|def setup_demo_conn():\\n    68|    conn = connect_memory()\\n    69|    apply_migrations(conn)\\n    70|    load_synthetic_demo_data(conn)\\n    71|    return conn\\n    72|\\n    73|\\n    74|def setup_multi_wallet_crypto_conn():\\n    75|    conn = connect_memory()\\n    76|    apply_migrations(conn)\\n    77|    w1 = create_wallet(conn, wallet_name=\\\"MetaMask Demo\\\", wallet_type=\\\"Software Wallet\\\", platform_provider=\\\"MetaMask\\\", last_verified_at=\\\"2026-01-31T10:00:00Z\\\")\\n    78|    w2 = create_wallet(conn, wallet_name=\\\"SwissBorg Demo\\\", wallet_type=\\\"Exchange\\\", platform_provider=\\\"SwissBorg\\\", last_verified_at=\\\"2026-01-31T11:00:00Z\\\")\\n    79|    eth = create_crypto_asset(conn, coin_name=\\\"Ethereum\\\", symbol=\\\"ETH\\\", coingecko_id=\\\"ethereum\\\")\\n    80|    btc = create_crypto_asset(conn, coin_name=\\\"Bitcoin\\\", symbol=\\\"BTC\\\", coingecko_id=\\\"bitcoin\\\")\\n    81|    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    82|    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    83|    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    84|    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    85|    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    86|    return conn\\n    87|\\n    88|TECHNICAL_FIELDS = {\\n    89|    \\\"asset_id\\\",\\n    90|    \\\"wallet_id\\\",\\n    91|    \\\"instrument_id\\\",\\n    92|    \\\"entity_id\\\",\\n    93|    \\\"rule_id\\\",\\n    94|    \\\"source_id\\\",\\n    95|    \\\"provider_symbol_status\\\",\\n    96|    \\\"hedge_status\\\",\\n    97|    \\\"dedup_key\\\",\\n    98|    \\\"fingerprint\\\",\\n    99|}\\n   100|\\n   101|\\n   102|def test_user_mode_crypto_and_portfolio_tables_are_clean_and_formatted() -> None:\\n   103|    conn = setup_multi_wallet_crypto_conn()\\n   104|    crypto_rows = dashboard_data.get_crypto_coin_summary(conn)\\n   105|    assert crypto_rows\\n   106|    visible_crypto = dashboard_data.visible_user_columns(crypto_rows[0])\\n   107|    assert len(visible_crypto) <= 8\\n   108|    assert TECHNICAL_FIELDS.isdisjoint(visible_crypto)\\n   109|    assert crypto_rows[0][\\\"kurs_chf\\\"].startswith(\\\"CHF \\\")\\n   110|    assert \\\"'\\\" in dashboard_data.chf_text(Decimal(\\\"12345.67\\\"))\\n   111|    assert dashboard_data.translate_status(\\\"missing_market_price\\\") == \\\"Preis fehlt\\\"\\n   112|    assert dashboard_data.translate_status(\\\"fresh\\\") == \\\"Aktuell\\\"\\n   113|\\n   114|    portfolio = dashboard_data.get_portfolio_positions_user(conn)\\n   115|    assert portfolio == [] or TECHNICAL_FIELDS.isdisjoint(portfolio[0])\\n   116|    assert all(len(row) <= 8 for row in portfolio)\\n   117|\\n   118|\\n   119|def test_chart_data_for_crypto_coin_and_wallet_distribution_is_correct() -> None:\\n   120|    conn = setup_multi_wallet_crypto_conn()\\n   121|    coin_chart = dashboard_data.get_crypto_coin_allocation_chart(conn)\\n   122|    wallet_chart = dashboard_data.get_crypto_wallet_allocation_chart(conn)\\n   123|    assert [row[\\\"label\\\"] for row in coin_chart][:2] == [\\\"Ethereum\\\", \\\"Bitcoin\\\"]\\n   124|    assert coin_chart[0][\\\"value_chf\\\"] == \\\"10000.00\\\"\\n   125|    assert {row[\\\"label\\\"] for row in wallet_chart} == {\\\"MetaMask Demo\\\", \\\"SwissBorg Demo\\\"}\\n   126|    assert all(\\\"asset_id\\\" not in row and \\\"wallet_id\\\" not in row for row in coin_chart + wallet_chart)\\n   127|\\n   128|\\n   129|def test_coin_detail_and_wallet_detail_are_selectable_read_models() -> None:\\n   130|    conn = setup_multi_wallet_crypto_conn()\\n   131|    eth = next(row for row in dashboard_data.get_crypto_coin_summary(conn) if row[\\\"symbol\\\"] == \\\"ETH\\\")\\n   132|    detail = dashboard_data.get_crypto_coin_detail(conn, eth[\\\"_asset_id\\\"], price_max_age_seconds=999999999)\\n   133|    assert detail[\\\"coin\\\"] == \\\"Ethereum\\\"\\n   134|    assert detail[\\\"gesamtwert_chf\\\"] == \\\"CHF 10'000.00\\\"\\n   135|    assert detail[\\\"preisstatus\\\"] == \\\"Aktuell\\\"\\n   136|    assert len(detail[\\\"wallets\\\"]) == 2\\n   137|    assert {\\\"Bestand hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer\\\", \\\"Bestand auf 0 setzen\\\", \\\"Audit / Verlauf anzeigen\\\"} <= set(detail[\\\"actions\\\"])\\n   138|    assert TECHNICAL_FIELDS.isdisjoint(detail)\\n   139|    assert TECHNICAL_FIELDS.isdisjoint(detail[\\\"wallets\\\"][0])\\n   140|\\n   141|    wallet = dashboard_data.get_wallet_user_overview(conn)[0]\\n   142|    wallet_detail = dashboard_data.get_wallet_detail(conn, wallet[\\\"_wallet_id\\\"])\\n   143|    assert wallet_detail[\\\"wallet_name\\\"]\\n   144|    assert wallet_detail[\\\"coins\\\"]\\n   145|    assert {\\\"Coin in Wallet hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer aus Wallet\\\", \\\"Wallet verifizieren\\\", \\\"Wallet bearbeiten\\\", \\\"Wallet deaktivieren\\\"} <= set(wallet_detail[\\\"actions\\\"])\\n   146|    assert TECHNICAL_FIELDS.isdisjoint(wallet_detail)\\n   147|\\n   148|\\n   149|def test_alert_cards_are_readable_and_do_not_expose_rule_ids() -> None:\\n   150|    conn = setup_demo_conn()\\n   151|    cards = dashboard_data.get_alert_cards(conn, limit=5)\\n   152|    summary = dashboard_data.get_alert_summary_cards(conn)\\n   153|    assert {\\\"kritisch\\\", \\\"wichtig\\\", \\\"info\\\"} <= set(summary)\\n   154|    assert cards\\n   155|    assert {\\\"title\\\", \\\"description\\\", \\\"affected\\\", \\\"severity\\\", \\\"actions\\\"} <= set(cards[0])\\n   156|    assert TECHNICAL_FIELDS.isdisjoint(cards[0])\\n   157|    assert not cards[0][\\\"title\\\"].startswith(\\\"missing_\\\")\\n   158|\\n   159|\\n   160|def test_crypto_manage_renders_action_cards_not_all_forms_by_default() -> None:\\n   161|    conn = setup_multi_wallet_crypto_conn()\\n   162|    st = FakeStreamlit()\\n   163|    page_12_crypto_manage.render(st, conn)\\n   164|    buttons = [args[0] for name, args, _kwargs in st.calls if name == \\\"button\\\" and args]\\n   165|    text_inputs = [args[0] for name, args, _kwargs in st.calls if name == \\\"text_input\\\" and args]\\n   166|    assert {\\\"Coin hinzufügen\\\", \\\"Bestand korrigieren\\\", \\\"Transfer zwischen Wallets\\\", \\\"Bestand entfernen / auf 0 setzen\\\", \\\"Neues Wallet\\\", \\\"Verlauf ansehen\\\"} <= set(buttons)\\n   167|    assert len(text_inputs) 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      "content": "{\"content\": \"     1|INITIAL_SCHEMA_SQL = \\\"\\\\nCREATE TABLE IF NOT EXISTS schema_migrations (\\\\n    version INTEGER PRIMARY KEY,\\\\n    name TEXT NOT NULL,\\\\n    applied_at TEXT NOT NULL,\\\\n    checksum TEXT NOT NULL\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS platforms (\\\\n    platform_id TEXT PRIMARY KEY,\\\\n    name TEXT NOT NULL UNIQUE,\\\\n    platform_type TEXT NOT NULL,\\\\n    country TEXT,\\\\n    default_currency TEXT NOT NULL DEFAULT 'CHF',\\\\n    is_active INTEGER NOT NULL DEFAULT 1,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS accounts (\\\\n    account_id TEXT PRIMARY KEY,\\\\n    platform_id TEXT NOT NULL REFERENCES platforms(platform_id),\\\\n    account_name TEXT NOT NULL,\\\\n    account_type TEXT NOT NULL,\\\\n    currency TEXT NOT NULL DEFAULT 'CHF',\\\\n    performance_included INTEGER NOT NULL DEFAULT 1,\\\\n    is_health_reserve INTEGER NOT NULL DEFAULT 0,\\\\n    target_cash_min_chf NUMERIC,\\\\n    target_cash_max_chf NUMERIC,\\\\n    is_active INTEGER NOT NULL DEFAULT 1,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT,\\\\n    UNIQUE(platform_id, account_name)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS instruments (\\\\n    instrument_id TEXT PRIMARY KEY,\\\\n    asset_class TEXT NOT NULL,\\\\n    name TEXT NOT NULL,\\\\n    ticker TEXT,\\\\n    isin TEXT,\\\\n    exchange TEXT,\\\\n    currency TEXT NOT NULL,\\\\n    country TEXT,\\\\n    sector TEXT,\\\\n    industry TEXT,\\\\n    provider_symbol TEXT,\\\\n    data_provider_primary TEXT,\\\\n    position_category TEXT,\\\\n    ter TEXT,\\\\n    distribution_policy TEXT,\\\\n    index_name TEXT,\\\\n    fund_domicile TEXT,\\\\n    benchmark TEXT,\\\\n    data_provider_fallback TEXT,\\\\n    is_active INTEGER NOT NULL DEFAULT 1,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS transactions (\\\\n    transaction_id TEXT PRIMARY KEY,\\\\n    transaction_type TEXT NOT NULL,\\\\n    account_id TEXT NOT NULL REFERENCES accounts(account_id),\\\\n    instrument_id TEXT REFERENCES instruments(instrument_id),\\\\n    trade_date TEXT N... [truncated]\\n     2|\\n     3|REQUIRED_TABLES = [\\n     4|    \\\"schema_migrations\\\", \\\"platforms\\\", \\\"accounts\\\", \\\"instruments\\\", \\\"transactions\\\",\\n     5|    \\\"positions_snapshot\\\", \\\"cash_balances\\\", \\\"fx_rates\\\", \\\"market_prices\\\",\\n     6|    \\\"crypto_wallets\\\", \\\"crypto_assets\\\", \\\"crypto_holdings\\\", \\\"crypto_transactions\\\",\\n     7|    \\\"crypto_prices\\\", \\\"watchlist\\\", \\\"reports\\\", \\\"alerts\\\", \\\"audit_log\\\",\\n     8|    \\\"import_sessions\\\", \\\"decision_journal\\\", \\\"instrument_mappings\\\",\\n     9|    \\\"platform_account_mappings\\\", \\\"broker_import_dry_runs\\\",\\n    10|]\\n    11|\", \"total_lines\": 10, \"file_size\": 12653, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_Scxlp5qt1esOvKPLJubKgUqU"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Looking into database migrations**\n\nI’m trying to figure out how to get sqlite table info using Python. It seems I could add migrations to my current setup. Maybe the runtime’s `apply_migrations` could be used to add columns? I’m contemplating whether I need to directly grep while reading strings in Python. I feel like there’s a method to this, but I might need to clarify my steps to make sure I’m on track. Let’s explore this!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Looking into database migrations**\n\nI’m trying to figure out how to get sqlite table info using Python. It seems I could add migrations to my current setup. Maybe the runtime’s `apply_migrations` could be used to add columns? I’m contemplating whether I need to directly grep while reading strings in Python. I feel like there’s a method to this, but I might need to clarify my steps to make sure I’m on track. Let’s explore this!",
      "codex_reasoning_items": [
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          "summary": [
            {
              "type": "summary_text",
              "text": "**Looking into database migrations**\n\nI’m trying to figure out how to get sqlite table info using Python. It seems I could add migrations to my current setup. Maybe the runtime’s `apply_migrations` could be used to add columns? I’m contemplating whether I need to directly grep while reading strings in Python. I feel like there’s a method to this, but I might need to clarify my steps to make sure I’m on track. Let’s explore this!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_cby5rvPEZn5PIWauN3kr9Qbf",
          "call_id": "call_cby5rvPEZn5PIWauN3kr9Qbf",
          "response_item_id": "fc_09340d7fe4bc91e3016a0856a4ae6081918b8b723f900eca65",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\np=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/schema.py')\\ns=p.read_text()\\nfor token in ['CREATE TABLE IF NOT EXISTS crypto_assets','CREATE TABLE IF NOT EXISTS crypto_prices','CREATE TABLE IF NOT EXISTS fx_rates','CREATE TABLE IF NOT EXISTS market_prices']:\\n    i=s.find(token)\\n    print('\\\\n---',token,'---')\\n    print(s[i:i+1200])\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"\\n--- CREATE TABLE IF NOT EXISTS crypto_assets ---\\nCREATE TABLE IF NOT EXISTS crypto_assets (\\\\n    asset_id TEXT PRIMARY KEY,\\\\n    coin_name TEXT NOT NULL,\\\\n    symbol TEXT NOT NULL,\\\\n    coingecko_id TEXT UNIQUE,\\\\n    network_chain_default TEXT,\\\\n    is_stablecoin INTEGER NOT NULL DEFAULT 0,\\\\n    price_provider_primary TEXT NOT NULL DEFAULT 'CoinGecko',\\\\n    price_provider_fallback TEXT,\\\\n    is_active INTEGER NOT NULL DEFAULT 1,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_holdings (\\\\n    crypto_holding_id TEXT PRIMARY KEY,\\\\n    asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\\\n    wallet_id TEXT NOT NULL REFERENCES crypto_wallets(wallet_id),\\\\n    quantity TEXT NOT NULL,\\\\n    acquisition_source TEXT,\\\\n    last_verified_at TEXT,\\\\n    verification_status TEXT NOT NULL DEFAULT 'unverified',\\\\n    legacy_snapshot_value_original TEXT,\\\\n    legacy_snapshot_value_chf TEXT,\\\\n    legacy_snapshot_currency TEXT,\\\\n    legacy_snapshot_date TEXT,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT,\\\\n    UNIQUE(asset_id, wallet_id)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_transactions (\\\\n    crypto_transaction_id TEXT PRIMARY KEY,\\\\n    transaction_id TEXT\\n\\n--- CREATE TABLE IF NOT EXISTS crypto_prices ---\\nCREATE TABLE IF NOT EXISTS crypto_prices (\\\\n    crypto_price_id TEXT PRIMARY KEY,\\\\n    asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\\\n    coingecko_id TEXT,\\\\n    price_currency TEXT NOT NULL,\\\\n    price TEXT NOT NULL,\\\\n    provider TEXT NOT NULL DEFAULT 'CoinGecko',\\\\n    provider_timestamp TEXT,\\\\n    fetched_at TEXT NOT NULL,\\\\n    quality_status TEXT NOT NULL DEFAULT 'fresh',\\\\n    error_message TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS watchlist (\\\\n    watchlist_id TEXT PRIMARY KEY,\\\\n    instrument_id TEXT REFERENCES instruments(instrument_id),\\\\n    crypto_asset_id TEXT REFERENCES crypto_assets(asset_id),\\\\n    name TEXT NOT NULL,\\\\n    asset_class TEXT NOT NULL,\\\\n    reason TEXT NOT NULL,\\\\n    target_entry_price NUMERIC,\\\\n    target_entry_currency TEXT,\\\\n    desired_position_size_chf NUMERIC,\\\\n    desired_weight_pct NUMERIC,\\\\n    trigger_rules TEXT,\\\\n    risk_notes TEXT,\\\\n    investment_case TEXT,\\\\n    bear_case TEXT,\\\\n    sources TEXT,\\\\n    status TEXT NOT NULL DEFAULT 'active',\\\\n    next_review_date TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS reports (\\\\n    report_id TEXT PRIMARY KEY,\\\\n    report_type TEXT NOT NULL,\\\\n    ti\\n\\n--- CREATE TABLE IF NOT EXISTS fx_rates ---\\nCREATE TABLE IF NOT EXISTS fx_rates (\\\\n    fx_rate_id TEXT PRIMARY KEY,\\\\n    base_currency TEXT NOT NULL,\\\\n    quote_currency TEXT NOT NULL DEFAULT 'CHF',\\\\n    rate_date TEXT NOT NULL,\\\\n    rate_timestamp TEXT,\\\\n    rate NUMERIC NOT NULL,\\\\n    provider TEXT NOT NULL,\\\\n    rate_type TEXT NOT NULL,\\\\n    quality_status TEXT NOT NULL DEFAULT 'ok',\\\\n    created_at TEXT NOT NULL,\\\\n    UNIQUE(base_currency, quote_currency, rate_date, provider, rate_type)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS market_prices (\\\\n    market_price_id TEXT PRIMARY KEY,\\\\n    instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\\\n    price_date TEXT NOT NULL,\\\\n    price_timestamp TEXT,\\\\n    open NUMERIC,\\\\n    high NUMERIC,\\\\n    low NUMERIC,\\\\n    close NUMERIC NOT NULL,\\\\n    adjusted_close NUMERIC,\\\\n    currency TEXT NOT NULL,\\\\n    provider TEXT NOT NULL,\\\\n    provider_symbol TEXT,\\\\n    quality_status TEXT NOT NULL DEFAULT 'ok',\\\\n    created_at TEXT NOT NULL,\\\\n    UNIQUE(instrument_id, price_date, provider)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_wallets (\\\\n    wallet_id TEXT PRIMARY KEY,\\\\n    wallet_name TEXT NOT NULL UNIQUE,\\\\n    wallet_type TEXT NOT NULL,\\\\n    platform_provider TEXT,\\\\n    network_chain\\n\\n--- CREATE TABLE IF NOT EXISTS market_prices ---\\nCREATE TABLE IF NOT EXISTS market_prices (\\\\n    market_price_id TEXT PRIMARY KEY,\\\\n    instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\\\n    price_date TEXT NOT NULL,\\\\n    price_timestamp TEXT,\\\\n    open NUMERIC,\\\\n    high NUMERIC,\\\\n    low NUMERIC,\\\\n    close NUMERIC NOT NULL,\\\\n    adjusted_close NUMERIC,\\\\n    currency TEXT NOT NULL,\\\\n    provider TEXT NOT NULL,\\\\n    provider_symbol TEXT,\\\\n    quality_status TEXT NOT NULL DEFAULT 'ok',\\\\n    created_at TEXT NOT NULL,\\\\n    UNIQUE(instrument_id, price_date, provider)\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_wallets (\\\\n    wallet_id TEXT PRIMARY KEY,\\\\n    wallet_name TEXT NOT NULL UNIQUE,\\\\n    wallet_type TEXT NOT NULL,\\\\n    platform_provider TEXT,\\\\n    network_chain TEXT,\\\\n    wallet_address TEXT,\\\\n    owner TEXT,\\\\n    is_active INTEGER NOT NULL DEFAULT 1,\\\\n    last_verified_at TEXT,\\\\n    notes TEXT,\\\\n    created_at TEXT NOT NULL,\\\\n    updated_at TEXT\\\\n);\\\\n\\\\nCREATE TABLE IF NOT EXISTS crypto_assets (\\\\n    asset_id TEXT PRIMARY KEY,\\\\n    coin_name TEXT NOT NULL,\\\\n    symbol TEXT NOT NULL,\\\\n    coingecko_id TEXT UNIQUE,\\\\n    network_chain_default TEXT,\\\\n    is_stablecoin INTEGER NOT NULL DEFAULT 0,\\\\n    price_provider\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.25}",
      "tool_call_id": "call_cby5rvPEZn5PIWauN3kr9Qbf"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "codex_reasoning_items": [
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          "type": "reasoning",
          "encrypted_content": "gAAAAABqCFauyaWWOvVvWbkInk5fEayRngROaLvjiP3beF5fwrl-NtarGXKQ4Cx0MZh6kiT4U75BDtDV5j03ENgx0KaKSzl-VILSJsjYOUypTGQOrfgjdrOc5xXMf5CD_rqJ3mTQYuZ5WylwK8yNBWg3i-YlHkgJU_Nnl0d6hE6_hquMtqMLnz3Ox9xL38sDxopUN5Gpx6yEvSAYY4s8lm9tp5mlN0Exgy1TXIcwEKbNDHaCTSyIyKncdTBENk2k660OtI423EniFCjaQuS22WAIlYVQbQGvrl6Uq_GCBTGlGJBpsApynIXAhT6MfzqhEw_yxWyKvVGjPcs-0wUy1S9XfNIpxWWoBSr5A4raaDjb_-TrS2BEUKcMfwN01cbob0nSMQlhld7RV9PVF8Iwb7TuhqclNirOAsnFXCaV4eTtvRO1Nd16FacVMwGQzgf1rt6wMK-vNcGKWcvnfjCHq2DusmFmoNGSpbbhrUFo7Bc5PXyFM6Ao-xCG8GQuStpJjOvpFhIyBkscji88uUwa38aVcZv_pMaR2bFq0kEZD9zhQgzkgKteai5Idgu1EkqkLPYxhtnm6TONKvqR3HRu5XEMDPvFnLAm2NsVzwRR9nyHJNhFWGPdRYFVNLC12Ulgjb6VLWLm5Bdw4mWtj-zUYNAXl9tOrnmSTbvmZZHcD4qbOHtlN7NEuWLmypxotu4sAGQDN9dUpKXRraRBrYiDs7KRcgDkPXoVMEgCHQUBxkM-CEaw2aM08dqhXhdi0Fx5jT-NK9EbHNCHFiRTkHhs2-1h78X2XIvdgwYS7IcVSWBGyzfMWEJtTytICvNMJAI1vki4akmahhYbNLXQwYNON1GPBWyCSD8DfMQ30GavtA7L-ARKT4B4wt9eo_uJSat4uXXUaBjKO-Hx_ZUOA379Dnt8I5tJ4xtI7iP82y54fXtBGysErPgZiElWPxKpFhqOqFXFmPRSubCLE-x92374TRRiU2GBk2vvaQ==",
          "id": "rs_0c92e7470f6969e3016a0856acfa588191b45ba61825692314",
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        }
      ],
      "tool_calls": [
        {
          "id": "call_02X9UoqxGgh8X9ZPdw8v3wfS",
          "call_id": "call_02X9UoqxGgh8X9ZPdw8v3wfS",
          "response_item_id": "fc_0c92e7470f6969e3016a0856ae79d88191ad6280d8714c6e0e",
          "type": "function",
          "function": {
            "name": "execute_code",
            "arguments": "{\"code\":\"from pathlib import Path\\ns=Path('/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py').read_text()\\nfor token in ['ALTER TABLE crypto_assets','coingecko','fx_rates','market_prices']:\\n print('\\\\nTOKEN',token)\\n idx=0\\n while True:\\n  i=s.lower().find(token.lower(),idx)\\n  if i<0: break\\n  print(s[max(0,i-300):i+700])\\n  idx=i+1\\n\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "execute_code",
      "content": "{\"status\": \"success\", \"output\": \"\\nTOKEN ALTER TABLE crypto_assets\\n\\nTOKEN coingecko\\n\\nTOKEN fx_rates\\nty\\\", \\\"legacy_snapshot_value_original\\\", \\\"legacy_snapshot_value_chf\\\"},\\n    \\\"crypto_transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_quantity\\\", \\\"fee_original\\\", \\\"fx_rate_to_chf\\\", \\\"amount_chf\\\"},\\n    \\\"crypto_prices\\\": {\\\"price\\\", \\\"market_cap\\\", \\\"volume_24h\\\", \\\"change_24h_pct\\\"},\\n    \\\"fx_rates\\\": {\\\"rate\\\"},\\n    \\\"market_prices\\\": {\\\"open\\\", \\\"high\\\", \\\"low\\\", \\\"close\\\", \\\"adjusted_close\\\"},\\n}\\n\\n\\ndef utc_now() -> str:\\n    return datetime.now(timezone.utc).isoformat()\\n\\n\\ndef checksum_sql(sql: str) -> str:\\n    return hashlib.sha256(sql.encode(\\\"utf-8\\\")).hexdigest()\\n\\n\\ndef get_schema_version(conn: Connection) -> int:\\n    row = conn.execute(\\\"SELECT MAX(version) AS version FROM schema_migrations\\\").fetchone()\\n    return int(row[\\\"version\\\"] or 0) if row else 0\\n\\n\\ndef _table_columns(conn: Connection, table: str) -> dict[str, str]:\\n    return {row[\\\"name\\\"]: (row[\\\"type\\\"] or \\\"\\\") for row in conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()}\\n\\n\\ndef _add_missing_instrument_columns(conn: Connection) -> N\\ntrument_price_mappings(provider, provider_symbol);\\n        \\\"\\\"\\\"\\n    )\\n    _add_missing_columns(conn, \\\"market_prices\\\", {\\n        \\\"provider_market\\\": \\\"TEXT\\\",\\n        \\\"error_message\\\": \\\"TEXT\\\",\\n        \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n    })\\n    _add_missing_columns(conn, \\\"fx_rates\\\", {\\n        \\\"error_status\\\": \\\"TEXT\\\",\\n        \\\"error_message\\\": \\\"TEXT\\\",\\n    })\\n    _add_missing_columns(conn, \\\"instrument_price_mappings\\\", {\\n        \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n        \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n        \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n        \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n        \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n        \\\"trading_currency\\\": \\\"TEXT\\\",\\n        \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n    })\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_catalog_entries (\\n            catalog_entry_id TEXT PRIMARY KEY,\\n            asset_class TEXT NOT N\\nQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n\\n\\ndef _create_instrument_import_candidates(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n            candidate_id TEXT PRIMARY KEY,\\n            source_file TEXT NOT NULL,\\n            platform TEXT NOT NULL,\\n            account TEXT,\\n            source_row_number TEXT,\\n            raw_name TEXT,\\n            raw_ticker TEXT,\\n            raw_isin TEXT,\\n            raw_currency TEXT,\\n   \\nt_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n\\n\\ndef _create_instrument_import_candidates(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n            candidate_id TEXT PRIMARY KEY,\\n            source_file TEXT NOT NULL,\\n            platform TEXT NOT NULL,\\n            account TEXT,\\n            source_row_number TEXT,\\n            raw_name TEXT,\\n            raw_ticker TEXT,\\n            raw_isin TEXT,\\n            raw_currency TEXT,\\n            raw_quantity TEXT,\\n     \\n EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n\\n\\ndef _create_instrument_import_candidates(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n            candidate_id TEXT PRIMARY KEY,\\n            source_file TEXT NOT NULL,\\n            platform TEXT NOT NULL,\\n            account TEXT,\\n            source_row_number TEXT,\\n            raw_name TEXT,\\n            raw_ticker TEXT,\\n            raw_isin TEXT,\\n            raw_currency TEXT,\\n            raw_quantity TEXT,\\n            raw_asset_class TEXT,\\n            extracted_by TEXT NOT NULL DEFAULT 'deterministic_parser',\\n            extraction_\\nces_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n\\n\\ndef _create_instrument_import_candidates(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n            candidate_id TEXT PRIMARY KEY,\\n            source_file TEXT NOT NULL,\\n            platform TEXT NOT NULL,\\n            account TEXT,\\n            source_row_number TEXT,\\n            raw_name TEXT,\\n            raw_ticker TEXT,\\n            raw_isin TEXT,\\n            raw_currency TEXT,\\n            raw_quantity TEXT,\\n            raw_asset_class TEXT,\\n            extracted_by TEXT NOT NULL DEFAULT 'deterministic_parser',\\n            extraction_confidence TEXT NOT NU\\n\\nTOKEN market_prices\\ne_original\\\", \\\"legacy_snapshot_value_chf\\\"},\\n    \\\"crypto_transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_quantity\\\", \\\"fee_original\\\", \\\"fx_rate_to_chf\\\", \\\"amount_chf\\\"},\\n    \\\"crypto_prices\\\": {\\\"price\\\", \\\"market_cap\\\", \\\"volume_24h\\\", \\\"change_24h_pct\\\"},\\n    \\\"fx_rates\\\": {\\\"rate\\\"},\\n    \\\"market_prices\\\": {\\\"open\\\", \\\"high\\\", \\\"low\\\", \\\"close\\\", \\\"adjusted_close\\\"},\\n}\\n\\n\\ndef utc_now() -> str:\\n    return datetime.now(timezone.utc).isoformat()\\n\\n\\ndef checksum_sql(sql: str) -> str:\\n    return hashlib.sha256(sql.encode(\\\"utf-8\\\")).hexdigest()\\n\\n\\ndef get_schema_version(conn: Connection) -> int:\\n    row = conn.execute(\\\"SELECT MAX(version) AS version FROM schema_migrations\\\").fetchone()\\n    return int(row[\\\"version\\\"] or 0) if row else 0\\n\\n\\ndef _table_columns(conn: Connection, table: str) -> dict[str, str]:\\n    return {row[\\\"name\\\"]: (row[\\\"type\\\"] or \\\"\\\") for row in conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()}\\n\\n\\ndef _add_missing_instrument_columns(conn: Connection) -> None:\\n    existing = _table\\n  CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_status ON instrument_price_mappings(mapping_status);\\n        CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_provider_symbol ON instrument_price_mappings(provider, provider_symbol);\\n        \\\"\\\"\\\"\\n    )\\n    _add_missing_columns(conn, \\\"market_prices\\\", {\\n        \\\"provider_market\\\": \\\"TEXT\\\",\\n        \\\"error_message\\\": \\\"TEXT\\\",\\n        \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n    })\\n    _add_missing_columns(conn, \\\"fx_rates\\\", {\\n        \\\"error_status\\\": \\\"TEXT\\\",\\n        \\\"error_message\\\": \\\"TEXT\\\",\\n    })\\n    _add_missing_columns(conn, \\\"instrument_price_mappings\\\", {\\n        \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n        \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n        \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n        \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n        \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n        \\\"trading_currency\\\": \\\"TEXT\\\",\\n        \\\"base_exposure_currency\\nEXT\\\",\\n        \\\"risk_flags\\\": \\\"TEXT\\\",\\n        \\\"recommended_action\\\": \\\"TEXT NOT NULL DEFAULT 'needs_manual_review'\\\",\\n    })\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n\\n\\ndef _create_instrument_import_candidates(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n            candidate_id \\n      \\\"recommended_action\\\": \\\"TEXT NOT NULL DEFAULT 'needs_manual_review'\\\",\\n    })\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n\\n\\ndef _create_instrument_import_candidates(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n            candidate_id TEXT PRIMARY KEY,\\n            source_f\\nEATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n\\n\\ndef _create_instrument_import_candidates(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n            candidate_id TEXT PRIMARY KEY,\\n            source_file TEXT NOT NULL,\\n            platform TEXT NOT NULL,\\n            account TEXT,\\n            source_ro\\n_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n\\n\\ndef _create_instrument_import_candidates(conn: Connection) -> None:\\n    conn.executescript(\\n        \\\"\\\"\\\"\\n        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n            candidate_id TEXT PRIMARY KEY,\\n            source_file TEXT NOT NULL,\\n            platform TEXT NOT NULL,\\n            account TEXT,\\n            source_row_number TEXT,\\n            raw_na\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
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      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import hashlib\\n     4|from datetime import datetime, timezone\\n     5|from sqlite3 import Connection\\n     6|\\n     7|from .schema import INITIAL_SCHEMA_SQL\\n     8|\\n     9|MIGRATION_VERSION = 15\\n    10|MIGRATION_NAME = \\\"015_instrument_import_candidates\\\"\\n    11|\\n    12|INSTRUMENT_OPTIONAL_COLUMNS = {\\n    13|    \\\"position_category\\\": \\\"TEXT\\\",\\n    14|    \\\"ter\\\": \\\"TEXT\\\",\\n    15|    \\\"distribution_policy\\\": \\\"TEXT\\\",\\n    16|    \\\"index_name\\\": \\\"TEXT\\\",\\n    17|    \\\"fund_domicile\\\": \\\"TEXT\\\",\\n    18|    \\\"benchmark\\\": \\\"TEXT\\\",\\n    19|    \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n    20|    \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n    21|    \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n    22|    \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n    23|    \\\"trading_currency\\\": \\\"TEXT\\\",\\n    24|    \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n    25|    \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n    26|    \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n    27|    \\\"split_or_corporate_action_review_required\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n    28|}\\n    29|\\n    30|TEXT_AFFINITY_COLUMNS = {\\n    31|    \\\"transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_original\\\", \\\"tax_original\\\", \\\"net_amount_original\\\", \\\"fx_rate_to_chf\\\", \\\"gross_amount_chf\\\", \\\"fee_chf\\\", \\\"tax_chf\\\", \\\"net_amount_chf\\\"},\\n    32|    \\\"crypto_holdings\\\": {\\\"quantity\\\", \\\"legacy_snapshot_value_original\\\", \\\"legacy_snapshot_value_chf\\\"},\\n    33|    \\\"crypto_transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_quantity\\\", \\\"fee_original\\\", \\\"fx_rate_to_chf\\\", \\\"amount_chf\\\"},\\n    34|    \\\"crypto_prices\\\": {\\\"price\\\", \\\"market_cap\\\", \\\"volume_24h\\\", \\\"change_24h_pct\\\"},\\n    35|    \\\"fx_rates\\\": {\\\"rate\\\"},\\n    36|    \\\"market_prices\\\": {\\\"open\\\", \\\"high\\\", \\\"low\\\", \\\"close\\\", \\\"adjusted_close\\\"},\\n    37|}\\n    38|\\n    39|\\n    40|def utc_now() -> str:\\n    41|    return datetime.now(timezone.utc).isoformat()\\n    42|\\n    43|\\n    44|def checksum_sql(sql: str) -> str:\\n    45|    return hashlib.sha256(sql.encode(\\\"utf-8\\\")).hexdigest()\\n    46|\\n    47|\\n    48|def get_schema_version(conn: Connection) -> int:\\n    49|    row = conn.execute(\\\"SELECT MAX(version) AS version FROM schema_migrations\\\").fetchone()\\n    50|    return int(row[\\\"version\\\"] or 0) if row else 0\\n    51|\\n    52|\\n    53|def _table_columns(conn: Connection, table: str) -> dict[str, str]:\\n    54|    return {row[\\\"name\\\"]: (row[\\\"type\\\"] or \\\"\\\") for row in conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()}\\n    55|\\n    56|\\n    57|def _add_missing_instrument_columns(conn: Connection) -> None:\\n    58|    existing = _table_columns(conn, \\\"instruments\\\")\\n    59|    for name, col_type in INSTRUMENT_OPTIONAL_COLUMNS.items():\\n    60|        if name not in existing:\\n    61|            conn.execute(f\\\"ALTER TABLE instruments ADD COLUMN {name} {col_type}\\\")\\n    62|\\n    63|\\n    64|def _rebuild_table_with_text_columns(conn: Connection, table: str, text_columns: set[str]) -> None:\\n    65|    cols = conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()\\n    66|    if not cols:\\n    67|        return\\n    68|    needs_rebuild = any(row[\\\"name\\\"] in text_columns and (row[\\\"type\\\"] or \\\"\\\").upper() != \\\"TEXT\\\" for row in cols)\\n    69|    if not needs_rebuild:\\n    70|        return\\n    71|    tmp = f\\\"{table}__text_migration\\\"\\n    72|    col_defs: list[str] = []\\n    73|    pk_cols = [row[\\\"name\\\"] for row in cols if row[\\\"pk\\\"]]\\n    74|    for row in cols:\\n    75|        name = row[\\\"name\\\"]\\n    76|        col_type = \\\"TEXT\\\" if name in text_columns else (row[\\\"type\\\"] or \\\"TEXT\\\")\\n    77|        parts = [name, col_type]\\n    78|        if row[\\\"pk\\\"] and len(pk_cols) == 1:\\n    79|            parts.append(\\\"PRIMARY KEY\\\")\\n    80|        if row[\\\"notnull\\\"]:\\n    81|            parts.append(\\\"NOT NULL\\\")\\n    82|        if row[\\\"dflt_value\\\"] is not None:\\n    83|            parts.append(f\\\"DEFAULT {row['dflt_value']}\\\")\\n    84|        col_defs.append(\\\" \\\".join(parts))\\n    85|    if len(pk_cols) > 1:\\n    86|        col_defs.append(\\\"PRIMARY KEY (\\\" + \\\", \\\".join(pk_cols) + \\\")\\\")\\n    87|    conn.execute(f\\\"DROP TABLE IF EXISTS {tmp}\\\")\\n    88|    conn.execute(f\\\"CREATE TABLE {tmp} (\\\" + \\\", \\\".join(col_defs) + \\\")\\\")\\n    89|    names = [row[\\\"name\\\"] for row in cols]\\n    90|    select_exprs = [f\\\"CAST({name} AS TEXT)\\\" if name in text_columns else name for name in names]\\n    91|    conn.execute(f\\\"INSERT INTO {tmp} ({', '.join(names)}) SELECT {', '.join(select_exprs)} FROM {table}\\\")\\n    92|    conn.execute(f\\\"DROP TABLE {table}\\\")\\n    93|    conn.execute(f\\\"ALTER TABLE {tmp} RENAME TO {table}\\\")\\n    94|    if table == \\\"crypto_holdings\\\":\\n    95|        conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_crypto_holdings_asset_wallet ON crypto_holdings(asset_id, wallet_id)\\\")\\n    96|\\n    97|\\n    98|def _add_missing_columns(conn: Connection, table: str, columns: dict[str, str]) -> None:\\n    99|    existing = _table_columns(conn, table)\\n   100|    for name, col_type in columns.items():\\n   101|        if name not in existing:\\n   102|            conn.execute(f\\\"ALTER TABLE {table} ADD COLUMN {name} {col_type}\\\")\\n   103|\\n   104|\\n   105|def _create_broker_bank_mapping_tables(conn: Connection) -> None:\\n   106|    conn.executescript(\\n   107|        \\\"\\\"\\\"\\n   108|        CREATE TABLE IF NOT EXISTS instrument_mappings (\\n   109|            mapping_id TEXT PRIMARY KEY,\\n   110|            source_name TEXT,\\n   111|            source_platform TEXT NOT NULL,\\n   112|            source_account TEXT,\\n   113|            source_label TEXT NOT NULL,\\n   114|            normalized_name TEXT NOT NULL,\\n   115|            isin TEXT,\\n   116|            ticker TEXT,\\n   117|            exchange TEXT,\\n   118|            currency TEXT,\\n   119|            asset_class TEXT NOT NULL DEFAULT 'other',\\n   120|            source_instrument_name TEXT,\\n   121|            source_isin TEXT,\\n   122|            source_ticker TEXT,\\n   123|            source_exchange TEXT,\\n   124|            source_currency TEXT,\\n   125|            instrument_id TEXT REFERENCES instruments(instrument_id),\\n   126|            mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   127|            confidence TEXT NOT NULL DEFAULT '0',\\n   128|            quality_flags_json TEXT,\\n   129|            notes TEXT,\\n   130|            created_at TEXT NOT NULL,\\n   131|            updated_at TEXT\\n   132|        );\\n   133|\\n   134|        CREATE TABLE IF NOT EXISTS platform_account_mappings (\\n   135|            mapping_id TEXT PRIMARY KEY,\\n   136|            source_name TEXT,\\n   137|            source_platform TEXT NOT NULL,\\n   138|            source_platform_label TEXT,\\n   139|            source_account_label TEXT NOT NULL,\\n   140|            normalized_platform TEXT NOT NULL,\\n   141|            normalized_account_name TEXT NOT NULL,\\n   142|            source_account_type TEXT,\\n   143|            account_type TEXT NOT NULL DEFAULT 'other',\\n   144|            source_currency TEXT,\\n   145|            currency TEXT,\\n   146|            platform_id TEXT REFERENCES platforms(platform_id),\\n   147|            account_id TEXT REFERENCES accounts(account_id),\\n   148|            internal_platform_id TEXT REFERENCES platforms(platform_id),\\n   149|            internal_account_id TEXT REFERENCES accounts(account_id),\\n   150|            mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   151|            quality_flags_json TEXT,\\n   152|            notes TEXT,\\n   153|            created_at TEXT NOT NULL,\\n   154|            updated_at TEXT\\n   155|        );\\n   156|\\n   157|        CREATE TABLE IF NOT EXISTS broker_import_dry_runs (\\n   158|            dry_run_id TEXT PRIMARY KEY,\\n   159|            source_name TEXT,\\n   160|            source_platform TEXT NOT NULL,\\n   161|            source_file_label TEXT,\\n   162|            source_file_type TEXT NOT NULL,\\n   163|            source_hash TEXT,\\n   164|            source_filename_hash TEXT,\\n   165|            detected_snapshot_date TEXT,\\n   166|            snapshot_date_status TEXT NOT NULL DEFAULT 'missing',\\n   167|            detected_sections_json TEXT NOT NULL,\\n   168|            field_coverage_json TEXT,\\n   169|            rows_total INTEGER NOT NULL DEFAULT 0,\\n   170|            rows_position_candidates INTEGER NOT NULL DEFAULT 0,\\n   171|            rows_cash_candidates INTEGER NOT NULL DEFAULT 0,\\n   172|            candidate_positions INTEGER NOT NULL DEFAULT 0,\\n   173|            candidate_cash_rows INTEGER NOT NULL DEFAULT 0,\\n   174|            mapped_positions INTEGER NOT NULL DEFAULT 0,\\n   175|            blocked_positions INTEGER NOT NULL DEFAULT 0,\\n   176|            warnings_count INTEGER NOT NULL DEFAULT 0,\\n   177|            errors_count INTEGER NOT NULL DEFAULT 0,\\n   178|            quality_flags_json TEXT NOT NULL,\\n   179|            summary_json TEXT NOT NULL DEFAULT '{}',\\n   180|            created_at TEXT NOT NULL,\\n   181|            notes TEXT\\n   182|        );\\n   183|        \\\"\\\"\\\"\\n   184|    )\\n   185|    _add_missing_columns(conn, \\\"instrument_mappings\\\", {\\n   186|        \\\"source_name\\\": \\\"TEXT\\\",\\n   187|        \\\"source_platform\\\": \\\"TEXT\\\",\\n   188|        \\\"source_account\\\": \\\"TEXT\\\",\\n   189|        \\\"source_label\\\": \\\"TEXT\\\",\\n   190|        \\\"normalized_name\\\": \\\"TEXT\\\",\\n   191|        \\\"isin\\\": \\\"TEXT\\\",\\n   192|        \\\"ticker\\\": \\\"TEXT\\\",\\n   193|        \\\"exchange\\\": \\\"TEXT\\\",\\n   194|        \\\"currency\\\": \\\"TEXT\\\",\\n   195|        \\\"asset_class\\\": \\\"TEXT DEFAULT 'other'\\\",\\n   196|        \\\"confidence\\\": \\\"TEXT DEFAULT '0'\\\",\\n   197|    })\\n   198|    _add_missing_columns(conn, \\\"platform_account_mappings\\\", {\\n   199|        \\\"source_platform\\\": \\\"TEXT\\\",\\n   200|        \\\"normalized_platform\\\": \\\"TEXT\\\",\\n   201|        \\\"normalized_account_name\\\": \\\"TEXT\\\",\\n   202|        \\\"account_type\\\": \\\"TEXT DEFAULT 'other'\\\",\\n   203|        \\\"currency\\\": \\\"TEXT\\\",\\n   204|        \\\"internal_platform_id\\\": \\\"TEXT\\\",\\n   205|        \\\"internal_account_id\\\": \\\"TEXT\\\",\\n   206|    })\\n   207|    _add_missing_columns(conn, \\\"broker_import_dry_runs\\\", {\\n   208|        \\\"source_platform\\\": \\\"TEXT\\\",\\n   209|        \\\"source_filename_hash\\\": \\\"TEXT\\\",\\n   210|        \\\"detected_snapshot_date\\\": \\\"TEXT\\\",\\n   211|        \\\"snapshot_date_status\\\": \\\"TEXT DEFAULT 'missing'\\\",\\n   212|        \\\"candidate_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n   213|        \\\"candidate_cash_rows\\\": \\\"INTEGER DEFAULT 0\\\",\\n   214|        \\\"mapped_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n   215|        \\\"blocked_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n   216|        \\\"warnings_count\\\": \\\"INTEGER DEFAULT 0\\\",\\n   217|        \\\"errors_count\\\": \\\"INTEGER DEFAULT 0\\\",\\n   218|        \\\"summary_json\\\": \\\"TEXT DEFAULT '{}'\\\",\\n   219|        \\\"session_status\\\": \\\"TEXT DEFAULT 'active'\\\",\\n   220|        \\\"is_current\\\": \\\"INTEGER DEFAULT 0\\\",\\n   221|\", \"total_lines\": 505, \"file_size\": 22186, \"truncated\": true, \"hint\": \"Use offset=221 to continue reading (showing 1-220 of 505 lines)\", \"is_binary\": false, \"is_image\": false}",
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          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":285,\"offset\":221,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"   221|        \\\"archived_at\\\": \\\"TEXT\\\",\\n   222|        \\\"discarded_at\\\": \\\"TEXT\\\",\\n   223|    })\\n   224|\\n   225|\\n   226|def _create_broker_import_review_items(conn: Connection) -> None:\\n   227|    conn.executescript(\\n   228|        \\\"\\\"\\\"\\n   229|        CREATE TABLE IF NOT EXISTS broker_import_review_items (\\n   230|            review_item_id TEXT PRIMARY KEY,\\n   231|            dry_run_id TEXT NOT NULL REFERENCES broker_import_dry_runs(dry_run_id),\\n   232|            source_platform TEXT NOT NULL,\\n   233|            source_file_type TEXT NOT NULL,\\n   234|            source_row_ref TEXT NOT NULL,\\n   235|            row_hash TEXT NOT NULL,\\n   236|            source_label TEXT,\\n   237|            normalized_name TEXT,\\n   238|            detected_asset_class TEXT,\\n   239|            detected_currency TEXT,\\n   240|            detected_quantity_present INTEGER NOT NULL DEFAULT 0,\\n   241|            detected_market_value_present INTEGER NOT NULL DEFAULT 0,\\n   242|            isin TEXT,\\n   243|            ticker TEXT,\\n   244|            exchange TEXT,\\n   245|            mapped_instrument_id TEXT REFERENCES instruments(instrument_id),\\n   246|            mapped_account_id TEXT REFERENCES accounts(account_id),\\n   247|            quality_flags_json TEXT NOT NULL,\\n   248|            review_status TEXT NOT NULL DEFAULT 'open',\\n   249|            reviewer_note TEXT,\\n   250|            created_at TEXT NOT NULL,\\n   251|            updated_at TEXT\\n   252|        );\\n   253|        CREATE INDEX IF NOT EXISTS idx_broker_review_items_dry_run ON broker_import_review_items(dry_run_id);\\n   254|        CREATE INDEX IF NOT EXISTS idx_broker_review_items_status ON broker_import_review_items(review_status);\\n   255|        \\\"\\\"\\\"\\n   256|    )\\n   257|    _add_missing_columns(conn, \\\"broker_import_review_items\\\", {\\n   258|        \\\"import_readiness_status\\\": \\\"TEXT DEFAULT 'not_ready'\\\",\\n   259|        \\\"reviewer_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n   260|        \\\"snapshot_date_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n   261|        \\\"ticker_exchange_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n   262|        \\\"account_mapping_status\\\": \\\"TEXT DEFAULT 'missing'\\\",\\n   263|    })\\n   264|\\n   265|def _create_broker_import_execution_plans(conn: Connection) -> None:\\n   266|    conn.executescript(\\n   267|        \\\"\\\"\\\"\\n   268|        CREATE TABLE IF NOT EXISTS broker_import_execution_plans (\\n   269|            execution_plan_id TEXT PRIMARY KEY,\\n   270|            dry_run_id TEXT NOT NULL REFERENCES broker_import_dry_runs(dry_run_id),\\n   271|            review_item_id TEXT NOT NULL REFERENCES broker_import_review_items(review_item_id),\\n   272|            source_platform TEXT NOT NULL,\\n   273|            target_account_id TEXT NOT NULL REFERENCES accounts(account_id),\\n   274|            target_instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n   275|            transaction_type TEXT NOT NULL DEFAULT 'initial_position_snapshot',\\n   276|            snapshot_date TEXT,\\n   277|            payload_status TEXT NOT NULL,\\n   278|            payload_quality_flags_json TEXT NOT NULL DEFAULT '[]',\\n   279|            source_row_hash TEXT NOT NULL,\\n   280|            planned_write_summary_json TEXT NOT NULL DEFAULT '{}',\\n   281|            execution_status TEXT NOT NULL DEFAULT 'planned',\\n   282|            transaction_id TEXT REFERENCES transactions(transaction_id),\\n   283|            created_at TEXT NOT NULL,\\n   284|            updated_at TEXT,\\n   285|            executed_at TEXT,\\n   286|            notes TEXT\\n   287|        );\\n   288|        CREATE UNIQUE INDEX IF NOT EXISTS idx_broker_execution_plan_review_item ON broker_import_execution_plans(review_item_id);\\n   289|        CREATE UNIQUE INDEX IF NOT EXISTS idx_broker_execution_plan_source_hash ON broker_import_execution_plans(source_row_hash, target_account_id, target_instrument_id, transaction_type);\\n   290|        \\\"\\\"\\\"\\n   291|    )\\n   292|\\n   293|def _add_transaction_void_columns(conn: Connection) -> None:\\n   294|    _add_missing_columns(conn, \\\"transactions\\\", {\\n   295|        \\\"is_voided\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n   296|        \\\"voided_at\\\": \\\"TEXT\\\",\\n   297|        \\\"void_reason\\\": \\\"TEXT\\\",\\n   298|        \\\"voided_by\\\": \\\"TEXT\\\",\\n   299|        \\\"correction_of_transaction_id\\\": \\\"TEXT REFERENCES transactions(transaction_id)\\\",\\n   300|        \\\"correction_reason\\\": \\\"TEXT\\\",\\n   301|    })\\n   302|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_transactions_voided ON transactions(is_voided)\\\")\\n   303|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_transactions_correction_of ON transactions(correction_of_transaction_id)\\\")\\n   304|\\n   305|\\n   306|def _create_fx_market_data_tables(conn: Connection) -> None:\\n   307|    conn.executescript(\\n   308|        \\\"\\\"\\\"\\n   309|        CREATE TABLE IF NOT EXISTS instrument_price_mappings (\\n   310|            mapping_id TEXT PRIMARY KEY,\\n   311|            instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n   312|            isin TEXT,\\n   313|            ticker TEXT,\\n   314|            exchange TEXT,\\n   315|            currency TEXT,\\n   316|            provider TEXT NOT NULL,\\n   317|            provider_symbol TEXT,\\n   318|            provider_market TEXT,\\n   319|            mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   320|            confidence TEXT,\\n   321|            notes TEXT,\\n   322|            created_at TEXT NOT NULL,\\n   323|            updated_at TEXT,\\n   324|            UNIQUE(instrument_id, provider)\\n   325|        );\\n   326|        CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_status ON instrument_price_mappings(mapping_status);\\n   327|        CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_provider_symbol ON instrument_price_mappings(provider, provider_symbol);\\n   328|        \\\"\\\"\\\"\\n   329|    )\\n   330|    _add_missing_columns(conn, \\\"market_prices\\\", {\\n   331|        \\\"provider_market\\\": \\\"TEXT\\\",\\n   332|        \\\"error_message\\\": \\\"TEXT\\\",\\n   333|        \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n   334|    })\\n   335|    _add_missing_columns(conn, \\\"fx_rates\\\", {\\n   336|        \\\"error_status\\\": \\\"TEXT\\\",\\n   337|        \\\"error_message\\\": \\\"TEXT\\\",\\n   338|    })\\n   339|    _add_missing_columns(conn, \\\"instrument_price_mappings\\\", {\\n   340|        \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n   341|        \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n   342|        \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n   343|        \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n   344|        \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n   345|        \\\"trading_currency\\\": \\\"TEXT\\\",\\n   346|        \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n   347|    })\\n   348|    conn.executescript(\\n   349|        \\\"\\\"\\\"\\n   350|        CREATE TABLE IF NOT EXISTS instrument_catalog_entries (\\n   351|            catalog_entry_id TEXT PRIMARY KEY,\\n   352|            asset_class TEXT NOT NULL,\\n   353|            name TEXT NOT NULL,\\n   354|            normalized_name TEXT NOT NULL,\\n   355|            isin TEXT,\\n   356|            ticker TEXT,\\n   357|            exchange TEXT,\\n   358|            trading_currency TEXT,\\n   359|            instrument_currency TEXT,\\n   360|            provider TEXT,\\n   361|            provider_symbol TEXT,\\n   362|            provider_market TEXT,\\n   363|            country TEXT,\\n   364|            sector TEXT,\\n   365|            issuer TEXT,\\n   366|            fund_type TEXT,\\n   367|            is_currency_hedged INTEGER,\\n   368|            hedged_to_currency TEXT,\\n   369|            hedge_status TEXT NOT NULL DEFAULT 'unknown',\\n   370|            instrument_status TEXT NOT NULL DEFAULT 'unknown',\\n   371|            valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n   372|            source TEXT NOT NULL DEFAULT 'manual',\\n   373|            source_confidence TEXT NOT NULL DEFAULT 'low',\\n   374|            last_verified_at TEXT,\\n   375|            notes TEXT,\\n   376|            created_at TEXT NOT NULL,\\n   377|            updated_at TEXT\\n   378|        );\\n   379|        CREATE INDEX IF NOT EXISTS idx_catalog_isin ON instrument_catalog_entries(isin);\\n   380|        CREATE INDEX IF NOT EXISTS idx_catalog_ticker_exchange ON instrument_catalog_entries(ticker, exchange, trading_currency);\\n   381|        CREATE INDEX IF NOT EXISTS idx_catalog_provider_symbol ON instrument_catalog_entries(provider, provider_symbol);\\n   382|        CREATE INDEX IF NOT EXISTS idx_catalog_normalized_name ON instrument_catalog_entries(normalized_name);\\n   383|        \\\"\\\"\\\"\\n   384|    )\\n   385|    conn.executescript(\\n   386|        \\\"\\\"\\\"\\n   387|        CREATE TABLE IF NOT EXISTS instrument_price_mapping_candidates (\\n   388|            candidate_id TEXT PRIMARY KEY,\\n   389|            instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n   390|            isin TEXT,\\n   391|            candidate_provider TEXT NOT NULL,\\n   392|            candidate_provider_symbol TEXT NOT NULL,\\n   393|            candidate_exchange TEXT,\\n   394|            candidate_currency TEXT,\\n   395|            candidate_name TEXT,\\n   396|            candidate_asset_class TEXT,\\n   397|            candidate_is_hedged INTEGER,\\n   398|            candidate_hedged_to_currency TEXT,\\n   399|            candidate_hedge_status TEXT NOT NULL DEFAULT 'unknown',\\n   400|            candidate_instrument_status TEXT NOT NULL DEFAULT 'unknown',\\n   401|            candidate_valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n   402|            ranking_score INTEGER NOT NULL DEFAULT 0,\\n   403|            ranking_reason TEXT,\\n   404|            risk_flags TEXT,\\n   405|            recommended_action TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   406|            confidence TEXT NOT NULL DEFAULT 'low',\\n   407|            evidence_source TEXT,\\n   408|            evidence_note TEXT,\\n   409|            review_status TEXT NOT NULL DEFAULT 'proposed',\\n   410|            created_at TEXT NOT NULL,\\n   411|            updated_at TEXT\\n   412|        );\\n   413|        CREATE INDEX IF NOT EXISTS idx_ipmc_instrument ON instrument_price_mapping_candidates(instrument_id);\\n   414|        CREATE INDEX IF NOT EXISTS idx_ipmc_review_status ON instrument_price_mapping_candidates(review_status);\\n   415|        CREATE INDEX IF NOT EXISTS idx_ipmc_confidence ON instrument_price_mapping_candidates(confidence);\\n   416|        \\\"\\\"\\\"\\n   417|    )\\n   418|    _add_missing_columns(conn, \\\"instrument_price_mapping_candidates\\\", {\\n   419|        \\\"candidate_asset_class\\\": \\\"TEXT\\\",\\n   420|        \\\"candidate_hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n   421|        \\\"candidate_valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n   422|        \\\"ranking_score\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n   423|        \\\"ranking_reason\\\": \\\"TEXT\\\",\\n   424|        \\\"risk_flags\\\": \\\"TEXT\\\",\\n   425|        \\\"recommended_action\\\": \\\"TEXT NOT NULL DEFAULT 'needs_manual_review'\\\",\\n   426|    })\\n   427|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_ipmc_ranking_score ON instrument_price_mapping_candidates(ranking_score)\\\")\\n   428|    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_market_prices_unique_provider_date ON market_prices(instrument_id, price_date, provider)\\\")\\n   429|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_market_prices_instrument_date ON market_prices(instrument_id, price_date)\\\")\\n   430|    conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_fx_rates_unique_provider_date ON fx_rates(base_currency, quote_currency, rate_date, provider, rate_type)\\\")\\n   431|    conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_fx_rates_pair_date ON fx_rates(base_currency, quote_currency, rate_date)\\\")\\n   432|\\n   433|\\n   434|def _create_instrument_import_candidates(conn: Connection) -> None:\\n   435|    conn.executescript(\\n   436|        \\\"\\\"\\\"\\n   437|        CREATE TABLE IF NOT EXISTS instrument_import_candidates (\\n   438|            candidate_id TEXT PRIMARY KEY,\\n   439|            source_file TEXT NOT NULL,\\n   440|            platform TEXT NOT NULL,\\n   441|            account TEXT,\\n   442|            source_row_number TEXT,\\n   443|            raw_name TEXT,\\n   444|            raw_ticker TEXT,\\n   445|            raw_isin TEXT,\\n   446|            raw_currency TEXT,\\n   447|            raw_quantity TEXT,\\n   448|            raw_asset_class TEXT,\\n   449|            extracted_by TEXT NOT NULL DEFAULT 'deterministic_parser',\\n   450|            extraction_confidence TEXT NOT NULL DEFAULT 'low',\\n   451|            proposed_name TEXT,\\n   452|            proposed_ticker TEXT,\\n   453|            proposed_isin TEXT,\\n   454|            proposed_exchange TEXT,\\n   455|            proposed_currency TEXT,\\n   456|            proposed_asset_class TEXT,\\n   457|            provider TEXT,\\n   458|            provider_symbol TEXT,\\n   459|            mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n   460|            review_note TEXT,\\n   461|            created_at TEXT NOT NULL,\\n   462|            updated_at TEXT\\n   463|        );\\n   464|        CREATE INDEX IF NOT EXISTS idx_instrument_import_candidates_status ON instrument_import_candidates(mapping_status);\\n   465|        CREATE INDEX IF NOT EXISTS idx_instrument_import_candidates_platform ON instrument_import_candidates(platform);\\n   466|        CREATE INDEX IF NOT EXISTS idx_instrument_import_candidates_isin ON instrument_import_candidates(proposed_isin, raw_isin);\\n   467|        \\\"\\\"\\\"\\n   468|    )\\n   469|    _add_missing_columns(conn, \\\"instrument_import_candidates\\\", {\\n   470|        \\\"account\\\": \\\"TEXT\\\",\\n   471|        \\\"provider\\\": \\\"TEXT\\\",\\n   472|        \\\"provider_symbol\\\": \\\"TEXT\\\",\\n   473|        \\\"review_note\\\": \\\"TEXT\\\",\\n   474|    })\\n   475|\\n   476|\\n   477|\\n   478|def _apply_compat_migrations(conn: Connection) -> None:\\n   479|    _add_missing_instrument_columns(conn)\\n   480|    for table, text_columns in TEXT_AFFINITY_COLUMNS.items():\\n   481|        _rebuild_table_with_text_columns(conn, table, text_columns)\\n   482|    _create_broker_bank_mapping_tables(conn)\\n   483|    _create_broker_import_review_items(conn)\\n   484|    _create_broker_import_execution_plans(conn)\\n   485|    _add_transaction_void_columns(conn)\\n   486|    _create_fx_market_data_tables(conn)\\n   487|    _create_instrument_import_candidates(conn)\\n   488|\\n   489|\\n   490|def apply_migrations(conn: Connection) -> None:\\n   491|    conn.executescript(INITIAL_SCHEMA_SQL)\\n   492|    existing_initial = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = 1\\\").fetchone()\\n   493|    if not existing_initial:\\n   494|        conn.execute(\\n   495|            \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n   496|            (1, \\\"001_initial_schema\\\", utc_now(), checksum_sql(INITIAL_SCHEMA_SQL)),\\n   497|        )\\n   498|    _apply_compat_migrations(conn)\\n   499|    existing = conn.execute(\\\"SELECT 1 FROM schema_migrations WHERE version = ?\\\", (MIGRATION_VERSION,)).fetchone()\\n   500|    if not existing:\\n   501|        conn.execute(\\n   502|            \\\"INSERT INTO schema_migrations(version, name, applied_at, checksum) VALUES (?, ?, ?, ?)\\\",\\n   503|            (MIGRATION_VERSION, MIGRATION_NAME, utc_now(), checksum_sql(MIGRATION_NAME)),\\n   504|        )\\n   505|    conn.commit()\\n   506|\", \"total_lines\": 505, \"file_size\": 22186, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_3jLZPablPb4pzxm4ENRdm8mQ"
    }
  ]
}