{
  "session_id": "20260516_133836_f117cc",
  "model": "gpt-5.5",
  "base_url": "https://chatgpt.com/backend-api/codex",
  "platform": "telegram",
  "session_start": "2026-05-16T09:22:57.370601",
  "last_updated": "2026-05-16T13:40:13.416170",
  "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 01:38 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": 65,
  "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",
          "encrypted_content": "gAAAAABqCBglkxBAX3MP9T4yRqp-IH3BTIajwSaqj8Z-oFIRkH7EGlm-jyP6Wc2f8HmWK_Dx9tk9B0w84kbZ5kU2WY_oqbMI-mcdVlhnj9TiN2HHqOurIIvJDm1iPaTIf2pQALP0w_PaFk6dpqsmQunhObbWu6OwJfzKyz1s8DpCasvlBEe39toW4yNCh7CvDMTKV4lLi6zvRZ6Fsm_0QA_7VXthMPrKVTuJZ6G_JRYiCqAXbxo8vaeT6P5MHJg8pXL538maqaMan9WdeFoETvSNt6YyFvzZxhd7-kRCU49MA3dyRLt-8SkGGUTxBNEVAD6rq_1r8sUoXAjlGzHv-Md9QYMiCoU9FDFxikMtzdkuYwF0R_8ovsb_lu8farmD6_yel_ohokZkzCW6YLxqVget07vS7RmdP0R_dwvH25FktzWUKD1UP7IfL1-8dMCyhbuVPSNX4bQjW5iMvWdJq-tsCHae4U-fJ6YsZfT6VOjdVbtTvJb_Y9vx14yq-u9tiXka-51L8SLngavFP9YijomNW4FdvaODs2YwU1ibSv52podZnH4JFv8cAnQ3q-HY2VoBNAvac4DR2GGk2Lw3SytQy-qBteh3DmMt9AyvygfD8QbkTRhDoJzv4rAU1_ijiKbFrQHjteP9-sEkCC9Xhhgo4JX6dTo9ozb-jNiN1jGhpHIVgiESpVXELR-cIWLcKG0bn100VTQXJGgvYR-tSG2MlJGzmhRFFbmzELKcQOqsRaIofI3bCt1dX0OxIZ2x376qReEstbcNvXIgbPyoyiu3sT5SWTORBd7Id7g-tPofV2kIg6MkmQ6JqaZtUWTImcnqr77KqRybSBFnWk63Kq09sIQtsjPFWXtTkw_2LOs-Hm3EfdOc8pPZDuCs29R1A-4IhhNo_vMhou13ZRZ1VuaKml9H8PN1shPGviE3LvzhX4ttuFltcF2RvZt_Ax1tPuccbVJ91LKQOFQp8l0bwIImCqnDCSQ9xQN3lUEyWheeuofgZg3TsH9YWk_Y1GLPx3cbif5-CVwMlGlvq7EjDWLwE-v8xZa682ZyAYVeqbHZHRdY_GfxoAENZomOWGK22EJzkMuEiBzLl8PvUDsRSpx23XRLdVkD5I3HPoTpTR361a_jXfCL_JWoh7KpLQyfyjDz5UbSpTkcpWLm9ooB1xr-ivsNnPDEGrybla2OWgS5JTx_XkLEEL53hATB160tMxYK_fPvA9N2Tzr5fO5bIdSrxPC86ASwzNBI26vx85mRIRRBUGpnMF6RBDODR5wSFY-pkJvqZR_StHkm9jMUIAeSKItK9MTlZhumfoVHkQ-BiQeuzwLoLnI=",
          "id": "rs_03507daf03b84d1d016a081822325c81919691e05e547f39ee",
          "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!"
            }
          ]
        }
      ]
    },
    {
      "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:\n## Active Task\nUser asked: „[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[…]\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.“\n\n## Goal\nDer Nutzer will keinen weiteren Provider-/Feature-/DOCX-Sprint, sondern einen MVP Acceptance Bugfix Sprint: bestehende Dashboard-Workflows müssen aus Nutzersicht real funktionieren. Hauptziele: FX-UX beim Positionserfassen ohne interne Statusauswahl, automatische FX-Beschaffung/sauberes Missing, echte Equity-/ETF-Bewertung mit Preis-/Marktwertanzeige, Cash-Erfassung, Entfernen alter Review/Testpositionen nach Backup/Audit, auswählbare/korrigierbare Positionen, korrektes Command Center, Crypto/CoinGecko-Details aus Cache, Tests/Git-Safety/Commit/Push.\n\n## Constraints & Preferences\n- Keine neuen grossen Features, keine neuen Provider, kein neuer Provider-Sprint.\n- Kein DOCX-Import, kein produktiver PostFinance-/True-Wealth-Import.\n- Keine echten Daten ins Git-Repository; Runtime-Daten bleiben außerhalb Git.\n- Keine API-Keys, Tokens, Passwörter, Secrets, Credentials oder Connection Strings speichern, ausgeben, loggen, committen oder in Tests/Reports/Fehlermeldungen zeigen; immer `[REDACTED]`.\n- Vor produktiven Runtime-Änderungen Backup erstellen.\n- Keine stillen Mutationen; jede Schreibaktion muss auditierbar sein.\n- Dashboard rendert ohne Live-API-Calls; Provider-/Preis-/FX-Abfragen nur per explizitem Klick/CLI.\n- Keine falschen `0`-Werte für fehlende Preise/FX; fehlend als „Preis fehlt“/„FX fehlt“/„Preis noch nicht verfügbar“ anzeigen.\n- User Mode darf keine internen Statuswerte/technische IDs zeigen.\n- FX-Pflicht:\n  - CHF: automatisch `not_needed`, keine FX-Eingabe sichtbar.\n  - USD/EUR: zuerst lokaler FX-Cache, dann Frankfurter, dann Twelve Data falls Key vorhanden.\n  - Bei Erfolg: `fx_rate_to_chf` speichern, `fx_status=ok`, Quelle Provider/Cache.\n  - Bei Fehlschlag: Nutzer wählt klar „FX manuell eingeben“ oder „Ohne FX speichern – Bewertung unvollständig“ (`fx_status=missing`).\n  - `ok` niemals ohne `fx_rate_to_chf` speichern.\n  - Manuelle Eingabe: `manual_override`, Audit-Log, Notiz/Quelle.\n- Equity-/ETF-Preisupdate:\n  - Button „Bewertung aktualisieren“ muss echte Aktion ausführen.\n  - Provider-Reihenfolge: FMP primary, Twelve Data fallback, Finnhub fallback, Massive für US-Titel fallback; EODHD nur explizit, nicht automatisch.\n  - Preis in `market_prices` speichern, FX für USD/EUR nach CHF holen, Anzeige aktualisieren oder klare Meldung.\n- Nach Abschluss: Compile, pytest, Git-Safety, `git diff --check`, Commit, Push.\n- Abschlussbericht muss konkrete Ja/Nein-Punkte plus Tests, Git-Safety, Commit-Hash, Push-Status und offene Bugs enthalten.\n\n## Completed Actions\n1. DURCHSUCHT `/home/agent` nach `OPENFIGI|openfigi|FIGI` — keine Treffer (`total_count: 0`) [tool: search_files]\n2. BEANTWORTET Sicherheitsfrage zur Ablage des OpenFIGI API-Keys — Runtime-Secrets außerhalb Git empfohlen [tool: assistant response]\n3. VORGESCHLAGEN `~/jarvis_runtime/finance-system/secrets` anzulegen und mit `chmod 700` abzusichern [tool: assistant response]\n4. VORGESCHLAGEN OpenFIGI-Key interaktiv zu erfassen und Secret-Datei mit `chmod 600` zu schützen; Wert nicht gespeichert/wiedergegeben [tool: assistant response]\n5. VORGESCHLAGEN Secret-Datei per `set -a; source ...; set +a` in Shell zu laden [tool: assistant response]\n6. GELESEN `references/manual-position-entry-provider-ux.md` — Provider-UX/manuelle Positionserfassung geladen [tool: skill_view]\n7. GELESEN `references/public-instrument-lookup-candidate-generator.md` — Instrument-Lookup-Kandidaten-Referenz geladen [tool: skill_view]\n8. GELESEN `references/instrument-catalog-manual-add-workflow.md` — manueller Add-Workflow geladen [tool: skill_view]\n9. GELESEN Skill `github-pr-workflow` — GitHub/PR/Commit/Push-Vorgaben geladen [tool: skill_view]\n10. REPO GEFUNDEN/VERWENDET: `/home/agent/.hermes/repos/FinanceManager` auf Branch `main`, Remote `https://github.com/Gamexgit/FinanceManager.git` [tool: terminal]\n11. GEPRÜFT Runtime-Secrets-Datei `~/jarvis_runtime/finance-system/secrets/.env` — existiert, Mode `0o600`, lesbar; Provider-Key-Werte nicht ausgegeben [tool: terminal]\n12. LIVE-SMOKE OpenFIGI mit altem Key gegen `https://api.openfigi.com/v3/mapping`, ISIN `US9229087690` — HTTP `401` → `auth_failed`; inzwischen obsolet, weil Nutzer Key korrigierte [tool: terminal]\n13. LIVE-SMOKE FMP mit Name/Ticker/Quote `VTI` — HTTP `403` → `auth_failed`; historisch, nicht als aktueller Zustand verwenden [tool: terminal]\n14. PATCH `src/jarvis_finance/market_data/catalog.py`, `src/jarvis_finance/market_data/prices.py`, `tests/unit/test_equity_manage.py` — sichere Providerstatus-/Fehlerkategorisierung ohne Key-Leaks; 401/403 `auth_failed`, 429 `rate_limited`, Netzwerkfehler `network_error` [tool: patch/terminal]\n15. TEST `python -m compileall -q src tests && pytest -q ...` — Exit 0, berichtet `278 passed`; `__pycache__` entfernt [tool: terminal]\n16. PATCH `tests/unit/test_equity_manage.py` — direkte Test-Strings `API_KEY=*** entfernt/verschleiert; Suche danach ergab `total_count: 0` [tool: patch/search_files]\n17. COMMIT `fix: diagnose provider auth status safely` — Commit `a870bb32fbd064954f11f51f3f8f34b1b3f991c0`, 3 Dateien, 195 Insertions, 17 Deletions [tool: terminal]\n18. PUSH nach `origin/main` — `3345eee..a870bb3 main -> main`, Token aus Runtime-Datei, Wert nicht ausgegeben [tool: terminal]\n19. NUTZER akzeptierte bisherigen Provider-Sprint technisch und korrigierte OpenFIGI-Key; später änderte er Priorität auf MVP Acceptance Bugfix Sprint statt Provider Sprint v2 [tool: user message]\n20. GELESEN Skill `finance-system-architecture` — Architekturkontext für Finance-System/Dashboard geladen [tool: skill_view]\n21. GELESEN Skill `test-driven-development` — TDD-Vorgaben geladen [tool: skill_view]\n22. GELESEN Skill `systematic-debugging` — Debugging-Vorgaben geladen [tool: skill_view]\n23. ERNEUT GELESEN Skill `github-pr-workflow` — Git/PR/Commit/Push-Vorgaben aktualisiert [tool: skill_view]\n24. TODO-Liste für MVP Acceptance Bugfix Sprint angelegt:\n    - `inspect` in_progress\n    - `redtests`, `fixfx`, `fixequity`, `fixcashcccg`, `runtimecleanup`, `verify`, `commitpush` pending [tool: todo]\n25. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_17_position_add.py` ab Zeile 1, Limit 500 — Position-Add-Wizard inspiziert; Datei ca. 20 KB [tool: read_file]\n26. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py` ab Zeile 1, Limit 500 — Aktien-/ETF-Seite inspiziert; Datei ca. 5.6 KB [tool: read_file]\n27. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py` ab Zeile 300, Limit 300 — Dashboard-Daten-/Bewertungslogik teilweise inspiziert [tool: read_file]\n28. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py` ab Zeile 1, Limit 400 — Marktpreis-/Providerlogik inspiziert; Datei ca. 25 KB [tool: read_file]\n29. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/data.py` ab Zeile 600, Limit 80 — weiterer Ausschnitt Dashboard-Datenlogik inspiziert [tool: read_file]\n30. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py` ab Zeile 401, Limit 80 — Ende/weiterer Teil Preislogik inspiziert [tool: read_file]\n31. GELESEN `/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/providers.py` ab Zeile 1, Limit 450 — FX-Providerlogik inspiziert; Datei ca. 6.8 KB [tool: read_file]\n32. GESUCHT in `/home/agent/.hermes/repos/FinanceManager/src` nach `CoinGecko|coin detail|coingecko_detail|market_cap|coingecko` — `total_count: 0`; keine offensichtliche CoinGecko-Implementierung im `src`-Baum gefunden [tool: search_files]\n\n## Active State\n- Working directory: `/home/agent/.hermes/repos/FinanceManager`.\n- Branch zuletzt bekannt: `main`.\n- Remote: `https://github.com/Gamexgit/FinanceManager.git`.\n- Letzter bekannter gepushter Commit: `a870bb32fbd064954f11f51f3f8f34b1b3f991c0` (`fix: diagnose provider auth status safely`).\n- Aktueller MVP-Bugfix-Sprint wurde begonnen, aber noch keine Codeänderungen vorgenommen/committet.\n- TODO aktuell:\n  - `inspect`: in_progress.\n  - `redtests`, `fixfx`, `fixequity`, `fixcashcccg`, `runtimecleanup`, `verify`, `commitpush`: pending.\n- Gelesene/inspektierte Dateien für neuen Sprint:\n  - `src/jarvis_finance/dashboard/views/page_17_position_add.py`\n  - `src/jarvis_finance/dashboard/views/page_03_equities_etfs.py`\n  - `src/jarvis_finance/dashboard/data.py`\n  - `src/jarvis_finance/market_data/prices.py`\n  - `src/jarvis_finance/fx/providers.py`\n- Teststatus seit Beginn des MVP-Bugfix-Sprints: noch nicht erneut ausgeführt.\n- Letzter historischer Teststatus vor neuem Sprint: `pytest` grün, berichtet `278 passed`; Compile OK; Git-Safety OK.\n- Laufende Prozesse/Server: keine bekannt.\n- Runtime-Secrets-Datei: `~/jarvis_runtime/finance-system/secrets/.env`, Werte `[REDACTED]`; nicht ausgeben.\n- Runtime-Änderungen/Cleanup noch nicht durchgeführt; Backup steht aus.\n\n## In Progress\n- Ist-Zustand von Dashboard/FX/Equity/Cash/CoinGecko/Tests/Runtime-Safety wird inspiziert.\n- Nächster sinnvoller Schritt: Git-Status prüfen, relevante Tests/Codepfade weiter lokalisieren, RED-Acceptance-Regressionstests für FX-UX/Valuation/Cash/Command-Center/Crypto/Safety schreiben, dann gezielt fixen.\n\n## Blocked\n- Kein technischer Blocker gemeldet.\n- Suchergebnis für CoinGecko im `src`-Baum: `total_count: 0`; CoinGecko-Details müssen ggf. neu lokalisiert oder minimal aus Cache/Link ergänzt werden, ohne großen Feature-Sprint.\n- Die vollständige Nutzerliste enthielt im Quellkontext einen abgeschnittenen Mittelteil (`[truncated]`); bekannte explizite Abnahmebedingungen stehen aber in Abschnitt 10.\n- Frühere OpenFIGI/FMP-Auth-Fehler sind für aktuellen MVP-Bugfix nicht relevant und OpenFIGI-alt-Status ist obsolet.\n- Provider Sprint v2 ist durch Nutzerpriorität explizit zurückgestellt; keine neuen Provider integrieren.\n\n## Key Decisions\n- Aktuelle Priorität überschreibt Provider Integration Sprint v2: jetzt ausschließlich MVP Acceptance Bugfix Sprint.\n- Keine neuen Provider oder Feature-Sprints; nur bestehende MVP-Funktionen zuverlässig machen.\n- FX-User-Mode muss interne Werte ausblenden; automatische/klare UX statt Status-Dropdown.\n- Speicherung mit `fx_status=ok` ohne `fx_rate_to_chf` bleibt verboten; der aktuelle Fehlertext „FX rate is required for foreign currency unless fx_status=missing/manual_override_required.“ zeigt eine echte Workflow-Lücke, nicht nur Validierung.\n- Dashboard darf weiterhin keine Live-API beim Rendern ausführen; Preis-/FX-Aktualisierung muss durch explizite Aktion passieren.\n- Runtime-Cleanup alter Review/Test-ETFs nur nach Backup und auditierbar.\n- EODHD bleibt wegen Tageslimit nur explizit/Low-Volume und nicht automatisch im Preisupdate.\n- Fehlende Preise/FX nie als 0 anzeigen, sondern klar als fehlend/unvollständig.\n\n## Resolved Questions\n- Wo liegt das Projekt? `/home/agent/.hermes/repos/FinanceManager`.\n- Wo liegen Runtime-Secrets? `~/jarvis_runtime/finance-system/secrets/.env`, Werte `[REDACTED]`, außerhalb Git.\n- Wurde der vorherige Diagnose-Fix committet/gepusht? Ja: `a870bb32fbd064954f11f51f3f8f34b1b3f991c0`, Push auf `main` OK.\n- Soll jetzt Provider Sprint v2 gestartet werden? Nein. Der Nutzer hat explizit gesagt: keinen neuen Feature-Sprint, keinen neuen Provider-Sprint, keinen DOCX-Import; stattdessen MVP Acceptance Bugfix Sprint.\n- Darf der Nutzer interne FX-Statuswerte sehen/wählen müssen? Nein; User Mode muss diese ausblenden.\n- Darf `ok` ohne FX-Kurs gespeichert werden? Nein.\n- Darf bei fehlendem FX dennoch gespeichert werden? Ja, aber nur nach klarer Nutzerbestätigung als `fx_status=missing`/Bewertung unvollständig.\n- Darf Dashboard beim Rendern Live-Provider abfragen? Nein.\n\n## Pending User Asks\n- MVP Acceptance Bugfix Sprint vollständig umsetzen.\n- FX-Automatik wirklich fixen:\n  - User Mode ohne interne FX-Statuswerte.\n  - CHF automatisch `not_needed`, keine FX-Eingabe.\n  - USD/EUR: Cache → Frankfurter → Twelve Data; bei Erfolg speichern; bei Fehler klare Optionen manuell oder ohne FX.\n  - Acceptance-Tests für USD-ETF, EUR-Aktie, Provider-Ausfall, keine internen FX-Felder.\n- Equity-/ETF-Bewertung wirklich anzeigen:\n  - Button „Bewertung aktualisieren“ führt echte Preis-/FX-Aktion aus.\n  - Tabelle zeigt Name, Ticker, ISIN, Depot, Assettyp, Menge, Kurs, Kurswährung, Marktwert CHF, Status, Aktionen.\n  - Fehlende Preise/FX korrekt als fehlend anzeigen.\n- Alte Review/Test-ETFs entfernen, aber nur nach Runtime-Backup und auditierbar.\n- CHF-Position hinzufügen können.\n- Cash hinzufügen können.\n- Positionen auswählbar machen und mindestens korrigieren/verlaufsmäßig prüfen können.\n- Command Center muss Aktien/ETF und Cash korrekt oder klar als unvollständig anzeigen.\n- Crypto muss CoinGecko-Link und optionale Detailinfos aus Cache zeigen.\n- Tests/Compile/Git-Safety/`git diff --check` ausführen.\n- Commit und Push.\n- Abschlussbericht mit allen geforderten Ja/Nein-Punkten, Tests, Git-Safety, Commit-Hash, Push-Status, offenen Bugs.\n\n## Relevant Files\n- `/home/agent/.hermes/repos/FinanceManager` — aktuelles Projekt-Repository.\n- `src/jarvis_finance/dashboard/views/page_17_position_add.py` — Position-Add-Wizard; relevant für FX-User-Mode, automatische FX-Ermittlung, manuelle/missing-Optionen, Speicherung.\n- `src/jarvis_finance/dashboard/views/page_03_equities_etfs.py` — Aktien-/ETF-Seite; relevant für Preisupdate-Button, Tabellen-Spalten, Status/Aktionen.\n- `src/jarvis_finance/dashboard/data.py` — Dashboard-Daten-/Bewertungslogik; relevant für Marktwert CHF, Command Center, Cash/Equity-Anzeigen.\n- `src/jarvis_finance/market_data/prices.py` — Preisprovider-/Market-Prices-Logik; relevant für FMP/Twelve/Finnhub/Massive-Fallbacks und Speicherung in `market_prices`.\n- `src/jarvis_finance/fx/providers.py` — FX-Providerlogik; relevant für Cache/Frankfurter/Twelve Data.\n- `src/jarvis_finance/market_data/catalog.py` — historisch geändert; relevant falls Provider-Mapping/Status für Preisupdate gebraucht wird.\n- `tests/unit/test_equity_manage.py` — historisch erweitert; wahrscheinlich Ort für weitere Regressionstests.\n- `~/jarvis_runtime/finance-system/secrets/.env` — Runtime-Secrets, Werte `[REDACTED]`.\n- `~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv` — GitHub-Token-Datei, Wert `[REDACTED]`.\n\n## Remaining Work\n- `git status --short`, Branch/Remote und sauberen Ausgangszustand erneut prüfen.\n- Dashboard-/Wizard-Code weiter inspizieren: Speichervalidierung, FX-Status-Felder, Audit-Log, Cash-Workflow, Command Center, Crypto-Seiten, Runtime-Datenpfade.\n- RED-Regressionstests für Nutzerakzeptanz schreiben/verifizieren:\n  - keine internen FX-Statusfelder im User Mode.\n  - CHF ohne FX-Eingabe.\n  - USD/EUR automatische FX-Beschaffung und Speicherung mit Rate.\n  - Provider-Ausfall → bewusste Missing-Option.\n  - `ok` ohne Rate wird abgelehnt.\n  - Equity-/ETF-Tabelle zeigt Preis/FX/Marktwert korrekt oder fehlend statt 0.\n  - Dashboard-Render ohne Live-API.\n  - Cash hinzufügen.\n  - Command Center aggregiert korrekt.\n  - CoinGecko-Link/Cache-Details.\n- FX-Wizard implementieren/fixen.\n- Preisupdate-Button und Market-Price-Speicherung/fallbacks vorhandener Provider fixen.\n- Aktien-/ETF-Tabelle um geforderte User-Mode-Spalten/Status/Aktionen korrigieren.\n- Runtime-Backup erstellen, alte Review/Testpositionen auditierbar identifizieren/archivieren/entfernen.\n- Cash-, Auswahl-, Korrektur-/Verlauf-, Command-Center- und Crypto-Details fixen.\n- Compile, pytest, Git-Safety, `git diff --check`, `git status`.\n- Wenn sauber: Commit und Push.\n- Abschlussbericht mit geforderten Punkten.\n\n## Critical Context\n- Aktueller Secrets-Pfad:\n  ```text\n  ~/jarvis_runtime/finance-system/secrets/.env\n  ```\n- Aktuelles Repo:\n  ```text\n  /home/agent/.hermes/repos/FinanceManager\n  ```\n- Letzter bekannter gepushter Commit:\n  ```text\n  a870bb32fbd064954f11f51f3f8f34b1b3f991c0 fix: diagnose provider auth status safely\n  ```\n- Kritischer aktueller Nutzerfehler beim Hinzufügen USD/EUR:\n  ```text\n  Speicherung abgelehnt: FX rate is required for foreign currency unless fx_status=missing/manual_override_required.\n  ```\n- Interne FX-Statuswerte dürfen im User Mode nicht auswählbar/sichtbar sein:\n  ```text\n  ok\n  missing\n  manual_override_required\n  not_needed\n  manual_override\n  ```\n- Gewünschte FX-UX:\n  ```text\n  CHF -> automatisch not_needed, keine FX-Eingabe.\n  USD/EUR -> FX automatisch holen: lokaler Cache -> Frankfurter -> Twelve Data.\n  Erfolg -> fx_rate_to_chf speichern, fx_status=ok, fx_source=provider/cache.\n  Fehlschlag -> Nutzer wählt manuell oder bewusst ohne FX speichern (missing).\n  ```\n- Preisupdate-Providerreihenfolge:\n  ```text\n  FMP primary\n  Twelve Data fallback\n  Finnhub fallback\n  Massive für US-Titel fallback\n  EODHD nur explizit, nicht automatisch\n  ```\n- Geforderte Aktien-/ETF-Tabellenspalten:\n  ```text\n  Name, Ticker, ISIN, Depot, Assettyp, Menge, Kurs, Kurswährung, Marktwert CHF, Status, Aktionen\n  ```\n- CoinGecko-Suche im `src`-Baum ergab:\n  ```text\n  total_count: 0\n  ```\n- API-/Provider-Keys vorhanden laut früherem Nutzer/Runtime, Werte immer `[REDACTED]`:\n  ```text\n  OPENFIGI_API_KEY/JARVIS_OPENFIGI_API_KEY\n  FMP_API_KEY/JARVIS_FMP_API_KEY\n  FINNHUB_API_KEY/JARVIS_FINNHUB_API_KEY\n  TWELVEDATA_API_KEY/JARVIS_TWELVEDATA_API_KEY\n  EODHD_API_KEY/JARVIS_EODHD_API_KEY\n  MASSIVE_API_KEY/JARVIS_MASSIVE_API_KEY\n  ```\n- Frühere Live-Smoke-Fehler nur historisch, nicht als aktueller Providerstatus verwenden:\n  ```text\n  OpenFIGI HTTP 401 -> auth_failed (alter falscher Key, obsolet)\n  FMP HTTP 403 -> auth_failed (historisch)\n  ```\n- Letzte bekannten Tests vor neuem Sprint:\n  ```text\n  278 passed\n  GIT_SAFETY_OK\n  ```"
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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}"
          }
        }
      ]
    },
    {
      "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"
    },
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      "content": "",
      "reasoning": null,
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      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import json\\n     4|import time\\n     5|import urllib.error\\n     6|import urllib.parse\\n     7|import urllib.request\\n     8|from dataclasses import dataclass, field\\n     9|from datetime import datetime, timezone\\n    10|from decimal import Decimal, InvalidOperation\\n    11|from sqlite3 import Connection\\n    12|from typing import Protocol, Sequence\\n    13|\\n    14|from jarvis_finance.imports.common import stable_id, utc_now\\n    15|from jarvis_finance.quality.alerts import create_alert\\n    16|from jarvis_finance.quality.data_quality import resolve_fixed_crypto_price_alerts\\n    17|\\n    18|\\n    19|@dataclass(frozen=True)\\n    20|class PriceQuote:\\n    21|    coingecko_id: str\\n    22|    currency: str\\n    23|    price: Decimal | None\\n    24|    provider: str = \\\"CoinGecko\\\"\\n    25|    provider_timestamp: str | None = None\\n    26|    quality_status: str = \\\"fresh\\\"\\n    27|    error_message: str | None = None\\n    28|\\n    29|\\n    30|@dataclass\\n    31|class PriceRefreshResult:\\n    32|    currency: str\\n    33|    total_assets: int = 0\\n    34|    updated_count: int = 0\\n    35|    skipped_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|    missing_local_price_count: int = 0\\n    41|    dry_run: bool = False\\n    42|    written_price_ids: list[str] = field(default_factory=list)\\n    43|    warnings: list[str] = field(default_factory=list)\\n    44|    errors: list[str] = field(default_factory=list)\\n    45|\\n    46|    @property\\n    47|    def success_count(self) -> int:  # backward-compatible name used by older tests/callers\\n    48|        return self.updated_count\\n    49|\\n    50|\\n    51|class MarketDataProvider(Protocol):\\n    52|    def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote: ...\\n    53|\\n    54|\\n    55|class BatchMarketDataProvider(MarketDataProvider, Protocol):\\n    56|    def get_crypto_prices(self, coingecko_ids: Sequence[str], currency: str = \\\"CHF\\\") -> dict[str, PriceQuote]: ...\\n    57|\\n    58|\\n    59|class ProviderRateLimitError(RuntimeError):\\n    60|    pass\\n    61|\\n    62|\\n    63|class ProviderFetchError(RuntimeError):\\n    64|    pass\\n    65|\\n    66|\\n    67|class CoinGeckoClient:\\n    68|    def __init__(self, *, base_url: str = \\\"https://api.coingecko.com/api/v3\\\", max_retries: int = 2, initial_backoff_seconds: float = 1.0, max_backoff_seconds: float = 8.0, opener=None, sleeper=time.sleep) -> None:\\n    69|        self.base_url = base_url.rstrip(\\\"/\\\")\\n    70|        self.max_retries = max_retries\\n    71|        self.initial_backoff_seconds = initial_backoff_seconds\\n    72|        self.max_backoff_seconds = max_backoff_seconds\\n    73|        self.opener = opener or urllib.request.urlopen\\n    74|        self.sleeper = sleeper\\n    75|\\n    76|    def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote:\\n    77|        return self.get_crypto_prices([coingecko_id], currency).get(\\n    78|            coingecko_id,\\n    79|            PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\"),\\n    80|        )\\n    81|\\n    82|    def get_crypto_prices(self, coingecko_ids: Sequence[str], currency: str = \\\"CHF\\\") -> dict[str, PriceQuote]:\\n    83|        ids = [cid for cid in dict.fromkeys(coingecko_ids) if cid]\\n    84|        cur = currency.lower()\\n    85|        if not ids:\\n    86|            return {}\\n    87|        query = urllib.parse.urlencode({\\\"ids\\\": \\\",\\\".join(ids), \\\"vs_currencies\\\": cur, \\\"include_last_updated_at\\\": \\\"true\\\"})\\n    88|        url = f\\\"{self.base_url}/simple/price?{query}\\\"\\n    89|        delay = self.initial_backoff_seconds\\n    90|        last_error: str | None = None\\n    91|        for attempt in range(self.max_retries + 1):\\n    92|            try:\\n    93|                with self.opener(url, timeout=20) as resp:\\n    94|                    payload = json.loads(resp.read().decode(\\\"utf-8\\\"))\\n    95|                return {coingecko_id: self._quote_from_payload(coingecko_id, currency, payload.get(coingecko_id) or {}) for coingecko_id in ids}\\n    96|            except urllib.error.HTTPError as exc:\\n    97|                last_error = f\\\"HTTP {exc.code}\\\"\\n    98|                if exc.code == 429 and attempt < self.max_retries:\\n    99|                    self.sleeper(min(delay, self.max_backoff_seconds))\\n   100|                    delay *= 2\\n   101|                    continue\\n   102|                status = \\\"stale\\\" if exc.code == 429 else \\\"error\\\"\\n   103|                return {cid: PriceQuote(cid, currency.upper(), None, quality_status=status, error_message=last_error) for cid in ids}\\n   104|            except Exception as exc:  # network skeleton must not crash dashboard jobs\\n   105|                last_error = str(exc)\\n   106|                if attempt < self.max_retries:\\n   107|                    self.sleeper(min(delay, self.max_backoff_seconds))\\n   108|                    delay *= 2\\n   109|                    continue\\n   110|                return {cid: PriceQuote(cid, currency.upper(), None, quality_status=\\\"error\\\", error_message=last_error) for cid in ids}\\n   111|        return {cid: PriceQuote(cid, currency.upper(), None, quality_status=\\\"error\\\", error_message=last_error) for cid in ids}\\n   112|\\n   113|    @staticmethod\\n   114|    def _quote_from_payload(coingecko_id: str, currency: str, data: dict) -> PriceQuote:\\n   115|        cur = currency.lower()\\n   116|        value = data.get(cur)\\n   117|        if value is None:\\n   118|            return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\")\\n   119|        try:\\n   120|            price = Decimal(str(value))\\n   121|        except InvalidOperation:\\n   122|            return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"error\\\", error_message=\\\"invalid price\\\")\\n   123|        ts = data.get(\\\"last_updated_at\\\")\\n   124|        provider_ts = None\\n   125|        if ts:\\n   126|            try:\\n   127|                provider_ts = datetime.fromtimestamp(int(ts), tz=timezone.utc).isoformat()\\n   128|            except (TypeError, ValueError):\\n   129|                provider_ts = str(ts)\\n   130|        return PriceQuote(coingecko_id, currency.upper(), price, provider_timestamp=provider_ts)\\n   131|\\n   132|\\n   133|def _parse_dt(value: str | None) -> datetime | None:\\n   134|    if not value:\\n   135|        return None\\n   136|    try:\\n   137|        dt = datetime.fromisoformat(value.replace(\\\"Z\\\", \\\"+00:00\\\"))\\n   138|    except ValueError:\\n   139|        return None\\n   140|    return dt if dt.tzinfo else dt.replace(tzinfo=timezone.utc)\\n   141|\\n   142|\\n   143|def is_price_stale(timestamp: str | None, *, max_age_seconds: int = 86_400) -> bool:\\n   144|    dt = _parse_dt(timestamp)\\n   145|    if dt is None:\\n   146|        return True\\n   147|    return (datetime.now(timezone.utc) - dt).total_seconds() > max_age_seconds\\n   148|\\n   149|\\n   150|def latest_crypto_price_row(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\"):\\n   151|    return conn.execute(\\n   152|        \\\"\\\"\\\"\\n   153|        SELECT * FROM crypto_prices\\n   154|        WHERE asset_id=? AND price_currency=?\\n   155|        ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC\\n   156|        LIMIT 1\\n   157|        \\\"\\\"\\\",\\n   158|        (asset_id, currency.upper()),\\n   159|    ).fetchone()\\n   160|\\n   161|\\n   162|def store_crypto_price(conn: Connection, *, asset_id: str, quote: PriceQuote) -> str:\\n   163|    now = utc_now()\\n   164|    price_id = stable_id(\\\"cryptoprice\\\", asset_id, quote.coingecko_id, quote.currency, quote.provider, now)\\n   165|    conn.execute(\\n   166|        \\\"\\\"\\\"\\n   167|        INSERT INTO crypto_prices(crypto_price_id, asset_id, coingecko_id, price_currency, price, provider, provider_timestamp, fetched_at, quality_status, error_message)\\n   168|        VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n   169|        \\\"\\\"\\\",\\n   170|        (price_id, asset_id, quote.coingecko_id, quote.currency.upper(), format(quote.price, \\\"f\\\") if quote.price is not None else \\\"\\\", quote.provider, quote.provider_timestamp, now, quote.quality_status, quote.error_message),\\n   171|    )\\n   172|    if quote.quality_status in {\\\"missing\\\", \\\"stale\\\", \\\"error\\\", \\\"conflict\\\"}:\\n   173|        create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id, rule_id=f\\\"crypto_price_{quote.quality_status}\\\", message=f\\\"Crypto price quality is {quote.quality_status}.\\\", evidence={\\\"coingecko_id\\\": quote.coingecko_id, \\\"currency\\\": quote.currency, \\\"error\\\": quote.error_message})\\n   174|    conn.commit()\\n   175|    return price_id\\n   176|\\n   177|\\n   178|def _create_missing_local_price_alert(conn: Connection, *, asset_id: str, symbol: str | None, coingecko_id: str | None, currency: str) -> None:\\n   179|    create_alert(\\n   180|        conn,\\n   181|        priority=\\\"warnung\\\",\\n   182|        category=\\\"market_data\\\",\\n   183|        entity_type=\\\"crypto_asset\\\",\\n   184|        entity_id=asset_id,\\n   185|        rule_id=\\\"crypto_price_missing_local\\\",\\n   186|        message=\\\"Crypto asset has no fresh local price after refresh.\\\",\\n   187|        evidence={\\\"symbol\\\": symbol, \\\"coingecko_id\\\": coingecko_id, \\\"currency\\\": currency},\\n   188|        fingerprint=f\\\"crypto_price_missing_local:{currency}\\\",\\n   189|    )\\n   190|\\n   191|\\n   192|def _has_fresh_local_price(conn: Connection, asset_id: str, currency: str, max_age_seconds: int) -> bool:\\n   193|    latest = latest_crypto_price_row(conn, asset_id, currency)\\n   194|    return bool(latest and latest[\\\"quality_status\\\"] == \\\"fresh\\\" and not is_price_stale(latest[\\\"fetched_at\\\"], max_age_seconds=max_age_seconds))\\n   195|\\n   196|\\n   197|def _filter_assets(conn: Connection, *, currency: str, max_age_seconds: int, only_missing: bool, only_stale: bool, only_symbol: str | None, limit: int | None):\\n   198|    assets = conn.execute(\\\"SELECT asset_id, coingecko_id, symbol FROM crypto_assets WHERE is_active=1 ORDER BY symbol\\\").fetchall()\\n   199|    filtered = []\\n   200|    wanted_symbol = only_symbol.upper() if only_symbol else None\\n   201|    for asset in assets:\\n   202|        if wanted_symbol and (asset[\\\"symbol\\\"] or \\\"\\\").upper() != wanted_symbol:\\n   203|            continue\\n   204|        latest = latest_crypto_price_row(conn, asset[\\\"asset_id\\\"], currency)\\n   205|        has_any = latest is not None and latest[\\\"price\\\"] not in (None, \\\"\\\") and latest[\\\"quality_status\\\"] == \\\"fresh\\\"\\n   206|        is_fresh = bool(latest and latest[\\\"quality_status\\\"] == \\\"fresh\\\" and not is_price_stale(latest[\\\"fetched_at\\\"], max_age_seconds=max_age_seconds))\\n   207|        is_stale = bool(latest and latest[\\\"quality_status\\\"] == \\\"fresh\\\" and is_price_stale(latest[\\\"fetched_at\\\"], max_age_seconds=max_age_seconds))\\n   208|        if only_missing and has_any:\\n   209|            continue\\n   210|        if only_stale and not is_stale:\\n   211|            continue\\n   212|        filtered.append(asset)\\n   213|        if limit is not None and len(filtered) >= limit:\\n   214|            break\\n   215|    return assets, filtered\\n   216|\\n   217|\\n   218|def _provider_get_batch(provider: MarketDataProvider, coingecko_ids: Sequence[str], currency: str) -> dict[str, PriceQuote]:\\n   219|    if hasattr(provider, \\\"get_crypto_prices\\\"):\\n   220|        return provider.get_crypto_prices(coingecko_ids, currency)  # type: ignore[attr-defined]\\n   221|    return {cid: provider.get_crypto_price(cid, currency) for cid in coingecko_ids}\\n   222|\\n   223|\\n   224|def refresh_crypto_prices(\\n   225|    conn: Connection,\\n   226|    *,\\n   227|    provider: MarketDataProvider,\\n   228|    currency: str = \\\"CHF\\\",\\n   229|    max_age_seconds: int = 3600,\\n   230|    only_missing: bool = False,\\n   231|    only_stale: bool = False,\\n   232|    only_symbol: str | None = None,\\n   233|    limit: int | None = None,\\n   234|    dry_run: bool = False,\\n   235|    sleep_seconds: float = 0.0,\\n   236|    batch_size: int = 100,\\n   237|) -> PriceRefreshResult:\\n   238|    currency = currency.upper()\\n   239|    result = PriceRefreshResult(currency=currency, dry_run=dry_run)\\n   240|    all_assets, assets = _filter_assets(conn, currency=currency, max_age_seconds=max_age_seconds, only_missing=only_missing, only_stale=only_stale, only_symbol=only_symbol, limit=limit)\\n   241|    result.total_assets = len(all_assets)\\n   242|    if only_missing or only_stale or only_symbol or limit is not None:\\n   243|        result.skipped_count += max(0, len(all_assets) - len(assets))\\n   244|\\n   245|    request_assets = []\\n   246|    for asset in assets:\\n   247|        asset_id = asset[\\\"asset_id\\\"]\\n   248|        if not asset[\\\"coingecko_id\\\"]:\\n   249|            if not dry_run:\\n   250|                create_alert(conn, priority=\\\"warnung\\\", category=\\\"crypto\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id, rule_id=\\\"missing_coingecko_id\\\", message=\\\"Crypto asset has no CoinGecko ID; price refresh skipped.\\\", evidence={\\\"symbol\\\": asset[\\\"symbol\\\"]}, fingerprint=\\\"missing_coingecko_id\\\")\\n   251|                _create_missing_local_price_alert(conn, asset_id=asset_id, symbol=asset[\\\"symbol\\\"], coingecko_id=None, currency=currency)\\n   252|            result.skipped_count += 1\\n   253|            result.warning_count += 1\\n   254|            result.warnings.append(f\\\"{asset['symbol']}: missing_coingecko_id\\\")\\n   255|            continue\\n   256|        latest = latest_crypto_price_row(conn, asset_id, currency)\\n   257|        if latest and latest[\\\"quality_status\\\"] == \\\"fresh\\\" and not is_price_stale(latest[\\\"fetched_at\\\"], max_age_seconds=max_age_seconds):\\n   258|            result.cached_count += 1\\n   259|            continue\\n   260|        request_assets.append(asset)\\n   261|\\n   262|    refreshed_fresh_asset_ids: set[str] = set()\\n   263|    for start in range(0, len(request_assets), max(1, batch_size)):\\n   264|        if start and sleep_seconds > 0:\\n   265|            time.sleep(sleep_seconds)\\n   266|        chunk = request_assets[start : start + max(1, batch_size)]\\n   267|        ids = [asset[\\\"coingecko_id\\\"] for asset in chunk]\\n   268|        try:\\n   269|            quotes = _provider_get_batch(provider, ids, currency)\\n   270|        except Exception as exc:\\n   271|            quotes = {cid: PriceQuote(cid, currency, None, quality_status=\\\"error\\\", error_message=str(exc)) for cid in ids}\\n   272|        for asset in chunk:\\n   273|            quote = quotes.get(asset[\\\"coingecko_id\\\"]) or PriceQuote(asset[\\\"coingecko_id\\\"], currency, None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\")\\n   274|            if not dry_run:\\n   275|                price_id = store_crypto_price(conn, asset_id=asset[\\\"asset_id\\\"], quote=quote)\\n   276|                result.written_price_ids.append(price_id)\\n   277|            if quote.price is not None and quote.quality_status == \\\"fresh\\\":\\n   278|                result.updated_count += 1\\n   279|                refreshed_fresh_asset_ids.add(asset[\\\"asset_id\\\"])\\n   280|                if not dry_run:\\n   281|                    resolve_fixed_crypto_price_alerts(conn, currency=currency, max_age_seconds=max_age_seconds)\\n   282|            elif quote.quality_status in {\\\"missing\\\", \\\"stale\\\"}:\\n   283|                result.warning_count += 1\\n   284|                result.warnings.append(f\\\"{asset['symbol']}: {quote.quality_status}\\\")\\n   285|            else:\\n   286|                result.error_count += 1\\n   287|                result.errors.append(f\\\"{asset['symbol']}: {quote.error_message or quote.quality_status}\\\")\\n   288|            if quote.quality_status == \\\"stale\\\":\\n   289|                result.stale_count += 1\\n   290|            if (quote.price is None or quote.quality_status != \\\"fresh\\\") and not dry_run:\\n   291|                _create_missing_local_price_alert(conn, asset_id=asset[\\\"asset_id\\\"], symbol=asset[\\\"symbol\\\"], coingecko_id=asset[\\\"coingecko_id\\\"], currency=currency)\\n   292|\\n   293|    if not dry_run:\\n   294|        for asset in assets:\\n   295|            if asset[\\\"asset_id\\\"] in refreshed_fresh_asset_ids:\\n   296|                continue\\n   297|            if not _has_fresh_local_price(conn, asset[\\\"asset_id\\\"], currency, max_age_seconds):\\n   298|                result.missing_local_price_count += 1\\n   299|                _create_missing_local_price_alert(conn, asset_id=asset[\\\"asset_id\\\"], symbol=asset[\\\"symbol\\\"], coingecko_id=asset[\\\"coingecko_id\\\"], currency=currency)\\n   300|        conn.commit()\\n   301|    else:\\n   302|        # Dry-run reports current known gaps plus simulated failed quotes without mutating alerts/prices.\\n   303|        for asset in assets:\\n   304|            if not _has_fresh_local_price(conn, asset[\\\"asset_id\\\"], currency, max_age_seconds):\\n   305|                result.missing_local_price_count += 1\\n   306|    return result\\n   307|\", \"total_lines\": 306, \"file_size\": 14623, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_S2Ef6vwVc36EcvbdfuDbIGKw"
    },
    {
      "role": "user",
      "content": "[Your active task list was preserved across context compression]\n- [>] inspect. Ist-Zustand Dashboard/FX/Equity/Cash/CoinGecko/Tests und Runtime-Safety inspizieren (in_progress)\n- [ ] redtests. Acceptance-Regressionstests für FX-UX, Valuation, Cleanup, Interaktion, Cash, CoinGecko, Safety schreiben und RED verifizieren (pending)\n- [ ] fixfx. FX User-Mode ohne interne Statusfelder, Auto-FX/cache/provider/manual/missing sicher implementieren (pending)\n- [ ] fixequity. Equity/ETF Bewertung, Tabelle, Auswahl, Detail/Korrektur/Verlauf und Readonly/Edit korrekt implementieren (pending)\n- [ ] fixcashcccg. Cash-Workflows, Command Center und CoinGecko-Detailcache kontrolliert korrigieren (pending)\n- [ ] runtimecleanup. Runtime-Backup erstellen, alte Review/Testpositionen auditierbar identifizieren/archivieren/entfernen (pending)\n- [ ] verify. Compile, pytest, Git-Safety, git diff --check und Status verifizieren (pending)\n- [ ] commitpush. Commit und Push durchführen, remote Hash verifizieren (pending)"
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      "content": "",
      "reasoning": "**Executing financial tasks**\n\nI need to continue with the task at hand. I think I need to use my skills effectively. I've already loaded the finance tools, but it looks like the current message mentions active tasks. I should inspect the code and ensure everything is set up correctly. I've got the necessary tools, and perhaps I should consider updating the to-do list, but really, I don’t think I need to ask for permission. Let's search for more information.",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Executing financial tasks**\n\nI need to continue with the task at hand. I think I need to use my skills effectively. I've already loaded the finance tools, but it looks like the current message mentions active tasks. I should inspect the code and ensure everything is set up correctly. I've got the necessary tools, and perhaps I should consider updating the to-do list, but really, I don’t think I need to ask for permission. Let's search for more information.",
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          "id": "rs_0e49141a6bb99260016a08573feeb08191a22700510f646be5",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Executing financial tasks**\n\nI need to continue with the task at hand. I think I need to use my skills effectively. I've already loaded the finance tools, but it looks like the current message mentions active tasks. I should inspect the code and ensure everything is set up correctly. I've got the necessary tools, and perhaps I should consider updating the to-do list, but really, I don’t think I need to ask for permission. Let's search for more information."
            }
          ]
        }
      ],
      "tool_calls": [
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      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import json\\n     4|from decimal import Decimal, InvalidOperation, ROUND_HALF_UP\\n     5|from pathlib import Path\\n     6|from sqlite3 import Connection\\n     7|\\n     8|from jarvis_finance.config.settings import Settings\\n     9|from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n    10|from jarvis_finance.ledger.cash import calculate_cash_balances\\n    11|from jarvis_finance.ledger.positions import calculate_positions\\n    12|from jarvis_finance.market.providers import is_price_stale\\n    13|\\n    14|MONEY = Decimal(\\\"0.01\\\")\\n    15|\\n    16|\\n    17|def d(value: object, default: str = \\\"0\\\") -> Decimal:\\n    18|    if value is None or str(value).strip() == \\\"\\\":\\n    19|        return Decimal(default)\\n    20|    try:\\n    21|        return Decimal(str(value))\\n    22|    except InvalidOperation:\\n    23|        return Decimal(default)\\n    24|\\n    25|\\n    26|def dec_text(value: Decimal | int | str | None, places: str | None = None) -> str:\\n    27|    if value is None:\\n    28|        return \\\"\\\"\\n    29|    value = d(value)\\n    30|    if places:\\n    31|        value = value.quantize(Decimal(places), rounding=ROUND_HALF_UP)\\n    32|    return format(value, \\\"f\\\")\\n    33|\\n    34|\\n    35|def grouped_number(value: Decimal | int | str, places: str = \\\"0.01\\\") -> str:\\n    36|    text = dec_text(value, places)\\n    37|    whole, _, frac = text.partition(\\\".\\\")\\n    38|    sign = \\\"-\\\" if whole.startswith(\\\"-\\\") else \\\"\\\"\\n    39|    whole = whole.lstrip(\\\"-\\\")\\n    40|    groups: list[str] = []\\n    41|    while whole:\\n    42|        groups.append(whole[-3:])\\n    43|        whole = whole[:-3]\\n    44|    grouped = \\\"'\\\".join(reversed(groups)) if groups else \\\"0\\\"\\n    45|    return f\\\"{sign}{grouped}{('.' + frac) if frac else ''}\\\"\\n    46|\\n    47|\\n    48|def chf_text(value: Decimal | int | str | None) -> str:\\n    49|    if value is None:\\n    50|        return \\\"nicht bewertet\\\"\\n    51|    return f\\\"CHF {grouped_number(value)}\\\"\\n    52|\\n    53|\\n    54|def date_text(value: str | None) -> str:\\n    55|    if not value:\\n    56|        return \\\"\\\"\\n    57|    raw = str(value)\\n    58|    if \\\"T\\\" in raw:\\n    59|        return raw.split(\\\"T\\\", 1)[0]\\n    60|    return raw[:10]\\n    61|\\n    62|\\n    63|def money_text(value: Decimal | None, currency: str = \\\"CHF\\\") -> str:\\n    64|    if currency.upper() == \\\"CHF\\\":\\n    65|        return chf_text(value)\\n    66|    if value is None:\\n    67|        return f\\\"n/a {currency}\\\"\\n    68|    return f\\\"{dec_text(value, '0.01')} {currency}\\\"\\n    69|\\n    70|\\n    71|STATUS_LABELS = {\\n    72|    \\\"missing_market_price\\\": \\\"Preis fehlt\\\",\\n    73|    \\\"missing_provider_symbol\\\": \\\"Mapping fehlt\\\",\\n    74|    \\\"missing_price\\\": \\\"Preis fehlt\\\",\\n    75|    \\\"missing_fx\\\": \\\"FX-Kurs fehlt\\\",\\n    76|    \\\"cost_basis_uncertain\\\": \\\"Einstand unvollständig\\\",\\n    77|    \\\"incomplete\\\": \\\"Unvollständig\\\",\\n    78|    \\\"snapshot_only\\\": \\\"Snapshot-only\\\",\\n    79|    \\\"fresh\\\": \\\"Aktuell\\\",\\n    80|    \\\"stale\\\": \\\"Veraltet\\\",\\n    81|    \\\"missing\\\": \\\"Preis fehlt\\\",\\n    82|    \\\"unknown\\\": \\\"Ungeklärt\\\",\\n    83|    \\\"mapped\\\": \\\"Zugeordnet\\\",\\n    84|    \\\"confirmed\\\": \\\"Bestätigt\\\",\\n    85|    \\\"user_confirmed\\\": \\\"Bestätigt\\\",\\n    86|    \\\"ok\\\": \\\"Aktuell\\\",\\n    87|    \\\"warning\\\": \\\"Hinweis\\\",\\n    88|    \\\"critical\\\": \\\"Kritisch\\\",\\n    89|    \\\"kritisch\\\": \\\"Kritisch\\\",\\n    90|    \\\"warnung\\\": \\\"Wichtig\\\",\\n    91|    \\\"info\\\": \\\"Info\\\",\\n    92|    \\\"active\\\": \\\"Aktiv\\\",\\n    93|    \\\"inactive\\\": \\\"Inaktiv\\\",\\n    94|    \\\"verified\\\": \\\"Verifiziert\\\",\\n    95|}\\n    96|\\n    97|\\n    98|def translate_status(status: str | None) -> str:\\n    99|    if not status:\\n   100|        return \\\"Ungeklärt\\\"\\n   101|    return STATUS_LABELS.get(str(status), str(status).replace(\\\"_\\\", \\\" \\\").capitalize())\\n   102|\\n   103|\\n   104|def is_technical_note(text: str | None) -> bool:\\n   105|    if not text:\\n   106|        return False\\n   107|    lowered = text.lower()\\n   108|    markers = [\\\"productive initial crypto snapshot import\\\", \\\"no wallet address from xlsx\\\", \\\"initial crypto snapshot import\\\"]\\n   109|    return any(marker in lowered for marker in markers)\\n   110|\\n   111|\\n   112|def user_note(text: str | None) -> str:\\n   113|    return \\\"\\\" if is_technical_note(text) else (text or \\\"\\\")\\n   114|\\n   115|\\n   116|def visible_user_columns(row: dict[str, str]) -> list[str]:\\n   117|    hidden = {\\\"asset_id\\\", \\\"wallet_id\\\", \\\"instrument_id\\\", \\\"entity_id\\\", \\\"rule_id\\\", \\\"source_id\\\", \\\"provider_symbol_status\\\", \\\"hedge_status\\\", \\\"dedup_key\\\", \\\"fingerprint\\\", \\\"raw_json\\\"}\\n   118|    return [k for k in row if not k.startswith(\\\"_\\\") and k not in hidden]\\n   119|\\n   120|\\n   121|def percent_text(value: Decimal | None) -> str:\\n   122|    if value is None:\\n   123|        return \\\"\\\"\\n   124|    return f\\\"{dec_text(value, '0.01')}%\\\"\\n   125|\\n   126|\\n   127|def price_status(price: dict[str, str] | None) -> str:\\n   128|    if not price:\\n   129|        return \\\"missing\\\"\\n   130|    return price.get(\\\"quality_status\\\") or \\\"missing\\\"\\n   131|\\n   132|\\n   133|def _latest_price_time(conn: Connection, *, currency: str = \\\"CHF\\\") -> str:\\n   134|    row = conn.execute(\\n   135|        \\\"\\\"\\\"\\n   136|        SELECT COALESCE(MAX(provider_timestamp), MAX(fetched_at)) AS ts\\n   137|        FROM crypto_prices WHERE price_currency=?\\n   138|        \\\"\\\"\\\",\\n   139|        (currency.upper(),),\\n   140|    ).fetchone()\\n   141|    return row[\\\"ts\\\"] if row and row[\\\"ts\\\"] else \\\"\\\"\\n   142|\\n   143|\\n   144|def _crypto_value_rows(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, object]]:\\n   145|    holdings = calculate_crypto_holdings(conn)\\n   146|    rows: list[dict[str, object]] = []\\n   147|    for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n   148|        asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n   149|        if not asset:\\n   150|            continue\\n   151|        price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   152|        price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n   153|        value = holding.quantity * price_dec if price_dec is not None else None\\n   154|        wallets = {wid for (wid, aid), wh in holdings.wallet_holdings.items() if aid == asset_id and wh.quantity != 0}\\n   155|        rows.append({\\n   156|            \\\"asset_id\\\": asset_id,\\n   157|            \\\"coin\\\": asset[\\\"coin_name\\\"],\\n   158|            \\\"symbol\\\": asset[\\\"symbol\\\"],\\n   159|            \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n   160|            \\\"quantity\\\": holding.quantity,\\n   161|            \\\"price\\\": price_dec,\\n   162|            \\\"value\\\": value,\\n   163|            \\\"wallet_count\\\": len(wallets),\\n   164|            \\\"price_status\\\": price_status(price),\\n   165|            \\\"last_price_update\\\": (price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]) if price else \\\"\\\",\\n   166|        })\\n   167|    return rows\\n   168|\\n   169|\\n   170|def rowdicts(rows) -> list[dict[str, str]]:\\n   171|    return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n   172|\\n   173|\\n   174|def db_exists(path: str | Path) -> bool:\\n   175|    return Path(path).expanduser().exists()\\n   176|\\n   177|\\n   178|def runtime_outside_repo(settings: Settings, repo_root: Path) -> bool:\\n   179|    try:\\n   180|        settings.runtime_paths.base_dir.resolve().relative_to(repo_root.resolve())\\n   181|        return False\\n   182|    except ValueError:\\n   183|        return True\\n   184|\\n   185|\\n   186|def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\", *, max_age_seconds: int = 86_400) -> dict[str, str] | None:\\n   187|    row = conn.execute(\\n   188|        \\\"\\\"\\\"\\n   189|        SELECT price, price_currency, fetched_at, provider_timestamp, quality_status, provider\\n   190|        FROM crypto_prices\\n   191|        WHERE asset_id=? AND price_currency=?\\n   192|        ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC LIMIT 1\\n   193|        \\\"\\\"\\\",\\n   194|        (asset_id, currency.upper()),\\n   195|    ).fetchone()\\n   196|    if not row:\\n   197|        return None\\n   198|    item = dict(row)\\n   199|    ts = item.get(\\\"provider_timestamp\\\") or item.get(\\\"fetched_at\\\")\\n   200|    if item.get(\\\"quality_status\\\") == \\\"fresh\\\" and is_price_stale(ts, max_age_seconds=max_age_seconds):\\n   201|        item[\\\"quality_status\\\"] = \\\"stale\\\"\\n   202|    return item\\n   203|\\n   204|\\n   205|def get_crypto_summary_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n   206|    rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n   207|    holdings = calculate_crypto_holdings(conn)\\n   208|    total_value = sum((r[\\\"value\\\"] for r in rows if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n   209|    missing = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"missing\\\")\\n   210|    stale = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"stale\\\")\\n   211|    wallets_with_holdings = {wid for (wid, _aid), holding in holdings.wallet_holdings.items() if holding.quantity != 0}\\n   212|    status = \\\"ok\\\" if missing == 0 and stale == 0 else (\\\"warning\\\" if missing or stale else \\\"ok\\\")\\n   213|    return {\\n   214|        \\\"total_value_chf\\\": dec_text(total_value),\\n   215|        \\\"coin_count\\\": str(len(rows)),\\n   216|        \\\"wallets_with_holdings\\\": str(len(wallets_with_holdings)),\\n   217|        \\\"holding_count\\\": str(sum(1 for h in holdings.wallet_holdings.values() if h.quantity != 0)),\\n   218|        \\\"coins_without_price\\\": str(missing),\\n   219|        \\\"stale_price_count\\\": str(stale),\\n   220|        \\\"last_price_update_at\\\": _latest_price_time(conn),\\n   221|        \\\"data_quality_status\\\": status,\\n   222|    }\\n   223|\\n   224|\\n   225|def _wallet_names_for_asset(conn: Connection, asset_id: str) -> list[str]:\\n   226|    holdings = calculate_crypto_holdings(conn)\\n   227|    names: list[str] = []\\n   228|    for (wallet_id, aid), holding in holdings.wallet_holdings.items():\\n   229|        if aid == asset_id and holding.quantity != 0:\\n   230|            row = conn.execute(\\\"SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n   231|            if row:\\n   232|                names.append(row[\\\"wallet_name\\\"])\\n   233|    return sorted(names)\\n   234|\\n   235|\\n   236|def get_crypto_coin_summary(\\n   237|    conn: Connection,\\n   238|    *,\\n   239|    admin_mode: bool = False,\\n   240|    price_max_age_seconds: int = 86_400,\\n   241|    sort_by: str = \\\"Wert absteigend\\\",\\n   242|    search: str | None = None,\\n   243|    status_filter: str | None = None,\\n   244|    wallet_filter: str | None = None,\\n   245|) -> list[dict[str, str]]:\\n   246|    raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n   247|    total = sum((r[\\\"value\\\"] for r in raw if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n   248|    out: list[dict[str, str]] = []\\n   249|    for r in sorted(raw, key=lambda item: item[\\\"value\\\"] or Decimal(\\\"-1\\\"), reverse=True):\\n   250|        value = r[\\\"value\\\"]\\n   251|        share = ((value / total) * Decimal(\\\"100\\\")) if value is not None and total else None\\n   252|        item = {\\n   253|            \\\"coin\\\": str(r[\\\"coin\\\"]),\\n   254|            \\\"symbol\\\": str(r[\\\"symbol\\\"]),\\n   255|            \\\"gesamtmenge\\\": dec_text(r[\\\"quantity\\\"]),\\n   256|            \\\"kurs_chf\\\": chf_text(r[\\\"price\\\"]) if r[\\\"price\\\"] is not None else \\\"nicht bewertet\\\",\\n   257|            \\\"gesamtwert_chf\\\": chf_text(value) if value is not None else \\\"nicht bewertet\\\",\\n   258|            \\\"anteil\\\": percent_text(share),\\n   259|            \\\"wallets\\\": str(r[\\\"wallet_count\\\"]),\\n   260|            \\\"status\\\": translate_status(str(r[\\\"price_status\\\"])),\\n   261|            \\\"_sort_value_chf\\\": dec_text(value or Decimal(\\\"0\\\"), \\\"0.01\\\"),\\n   262|            \\\"_last_price_update\\\": date_text(str(r[\\\"last_price_update\\\"])),\\n   263|            \\\"_asset_id\\\": str(r[\\\"asset_id\\\"]),\\n   264|            \\\"_wallet_names\\\": \\\" | \\\".join(_wallet_names_for_asset(conn, str(r[\\\"asset_id\\\"]))),\\n   265|        }\\n   266|        if admin_mode:\\n   267|            item.update({\\\"asset_id\\\": str(r[\\\"asset_id\\\"]), \\\"coingecko_id\\\": str(r[\\\"coingecko_id\\\"]), \\\"price_status\\\": str(r[\\\"price_status\\\"]), \\\"last_price_update\\\": str(r[\\\"last_price_update\\\"])})\\n   268|        out.append(item)\\n   269|    if search:\\n   270|        needle = search.lower()\\n   271|        out = [row for row in out if needle in row[\\\"coin\\\"].lower() or needle in row[\\\"symbol\\\"].lower()]\\n   272|    if status_filter and status_filter != \\\"Alle\\\":\\n   273|        out = [row for row in out if row[\\\"status\\\"] == status_filter]\\n   274|    if wallet_filter and wallet_filter != \\\"Alle\\\":\\n   275|        out = [row for row in out if wallet_filter in row.get(\\\"_wallet_names\\\", \\\"\\\")]\\n   276|    sorters = {\\n   277|        \\\"Wert absteigend\\\": lambda row: (d(row[\\\"_sort_value_chf\\\"]), row[\\\"coin\\\"]),\\n   278|        \\\"Wert aufsteigend\\\": lambda row: (d(row[\\\"_sort_value_chf\\\"]), row[\\\"coin\\\"]),\\n   279|        \\\"Name A–Z\\\": lambda row: row[\\\"coin\\\"].lower(),\\n   280|        \\\"Anteil\\\": lambda row: (d(row[\\\"anteil\\\"].replace(\\\"%\\\", \\\"\\\")), row[\\\"coin\\\"]),\\n   281|        \\\"Wallet-Anzahl\\\": lambda row: (int(row[\\\"wallets\\\"]), row[\\\"coin\\\"]),\\n   282|        \\\"Status\\\": lambda row: (row[\\\"status\\\"], row[\\\"coin\\\"]),\\n   283|    }\\n   284|    reverse = sort_by in {\\\"Wert absteigend\\\", \\\"Anteil\\\", \\\"Wallet-Anzahl\\\"}\\n   285|    return sorted(out, key=sorters.get(sort_by, sorters[\\\"Wert absteigend\\\"]), reverse=reverse)\\n   286|\\n   287|\\n   288|def get_crypto_coin_wallet_details(conn: Connection, asset_id: str, *, price_max_age_seconds: int = 86_400, admin_mode: bool = False) -> list[dict[str, str]]:\\n   289|    holdings = calculate_crypto_holdings(conn)\\n   290|    price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   291|    price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n   292|    total_qty = sum((h.quantity for (wid, aid), h in holdings.wallet_holdings.items() if aid == asset_id), Decimal(\\\"0\\\"))\\n   293|    rows: list[dict[str, str]] = []\\n   294|    for (wallet_id, aid), holding in sorted(holdings.wallet_holdings.items()):\\n   295|        if aid != asset_id or holding.quantity == 0:\\n   296|            continue\\n   297|        wallet = conn.execute(\\\"SELECT wallet_name, wallet_type, platform_provider, notes FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n   298|        value = holding.quantity * price_dec if price_dec is not None else None\\n   299|        share = (holding.quantity / total_qty * Decimal(\\\"100\\\")) if total_qty else None\\n   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|            \\\"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|        \\\"historical_fx_unavailable\\\": \\\"Historischer FX-Kurs fehlt\\\",\\n   681|        \\\"candidate_review_required\\\": \\\"Mapping muss geprüft werden\\\",\\n   682|        \\\"cost_basis_uncertain\\\": \\\"Einstand unvollständig\\\",\\n   683|        \\\"snapshot_only\\\": \\\"Nur Snapshot-Historie vorhanden\\\",\\n   684|        \\\"missing_crypto_price\\\": \\\"Crypto-Preis fehlt\\\",\\n   685|        \\\"crypto_price_missing\\\": \\\"Crypto-Preis fehlt\\\",\\n   686|    }\\n   687|    title = labels.get(rule_id, translate_status(rule_id))\\n   688|    return f\\\"{title} für {entity}\\\" if entity else title\\n   689|\\n   690|\\n   691|def alert_description(rule_id: str, message: str = \\\"\\\") -> str:\\n   692|    descriptions = {\\n   693|        \\\"missing_fx\\\": \\\"Ein historischer FX-Kurs fehlt. CHF-Performance ist daher unvollständig.\\\",\\n   694|        \\\"stale_fx\\\": \\\"Ein FX-Kurs ist veraltet und sollte aktualisiert werden.\\\",\\n   695|        \\\"missing_market_price\\\": \\\"Für diese Position fehlt ein lokaler Marktpreis. Bewertung bleibt unvollständig.\\\",\\n   696|        \\\"stale_market_price\\\": \\\"Der lokale Marktpreis ist veraltet. Bitte Preisupdate ausführen.\\\",\\n   697|        \\\"missing_provider_symbol\\\": \\\"Für diese Position fehlt oder fehlt noch die bestätigte Marktdaten-Zuordnung.\\\",\\n   698|        \\\"candidate_review_required\\\": \\\"Es gibt Marktdaten-Kandidaten, die manuell bestätigt werden müssen.\\\",\\n   699|        \\\"cost_basis_uncertain\\\": \\\"Die Kaufhistorie oder Einstandsdaten sind unvollständig.\\\",\\n   700|        \\\"snapshot_only\\\": \\\"Diese Position basiert auf einem Snapshot und nicht auf kompletter Historie.\\\",\\n   701|    }\\n   702|    return descriptions.get(rule_id, message.replace(\\\"_\\\", \\\" \\\") if message else \\\"Bitte im Review-Bereich prüfen.\\\")\\n   703|\\n   704|\\n   705|def get_alert_summary_cards(conn: Connection) -> dict[str, str]:\\n   706|    rows = conn.execute(\\\"SELECT priority, COUNT(*) AS c FROM alerts WHERE status='active' GROUP BY priority\\\").fetchall()\\n   707|    out = {\\\"kritisch\\\": \\\"0\\\", \\\"wichtig\\\": \\\"0\\\", \\\"info\\\": \\\"0\\\"}\\n   708|    for row in rows:\\n   709|        key = \\\"kritisch\\\" if row[\\\"priority\\\"] == \\\"kritisch\\\" else (\\\"info\\\" if row[\\\"priority\\\"] == \\\"info\\\" else \\\"wichtig\\\")\\n   710|        out[key] = str(int(out[key]) + int(row[\\\"c\\\"] or 0))\\n   711|    return out\\n   712|\\n   713|\\n   714|def get_alert_cards(conn: Connection, limit: int = 5) -> list[dict[str, str]]:\\n   715|    rows = conn.execute(\\n   716|        \\\"\\\"\\\"\\n   717|        SELECT priority, category, entity_type, entity_id, rule_id, message, occurrence_count, last_seen_at\\n   718|        FROM alerts WHERE status='active'\\n   719|        ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, last_seen_at DESC, created_at DESC\\n   720|        LIMIT ?\\n   721|        \\\"\\\"\\\",\\n   722|        (limit,),\\n   723|    ).fetchall()\\n   724|    cards = []\\n   725|    for row in rows:\\n   726|        affected = resolve_alert_entity_label(conn, row[\\\"entity_type\\\"], row[\\\"entity_id\\\"])\\n   727|        cards.append({\\n   728|            \\\"title\\\": alert_title(row[\\\"rule_id\\\"], row[\\\"message\\\"], affected),\\n   729|            \\\"description\\\": alert_description(row[\\\"rule_id\\\"], row[\\\"message\\\"]),\\n   730|            \\\"affected\\\": affected,\\n   731|            \\\"severity\\\": translate_status(row[\\\"priority\\\"]),\\n   732|            \\\"last_seen\\\": date_text(row[\\\"last_seen_at\\\"]),\\n   733|            \\\"actions\\\": \\\"Prüfen · Ignorieren · Details\\\",\\n   734|        })\\n   735|    return cards\\n   736|\\n   737|\\n   738|def get_alerts(conn: Connection) -> list[dict[str, str]]:\\n   739|    return rowdicts(conn.execute(\\n   740|        \\\"\\\"\\\"\\n   741|        SELECT priority, status, category, entity_type, entity_id, rule_id, message,\\n   742|               occurrence_count, last_seen_at, resolved_at, muted_until, fingerprint, dedup_key, created_at\\n   743|        FROM alerts\\n   744|        ORDER BY CASE priority WHEN 'kritisch' THEN 0 WHEN 'warnung' THEN 1 ELSE 2 END, status, created_at DESC\\n   745|        \\\"\\\"\\\"\\n   746|    ).fetchall())\\n   747|\\n   748|\\n   749|def get_audit_events(conn: Connection, limit: int = 200) -> list[dict[str, str]]:\\n   750|    rows = conn.execute(\\n   751|        \\\"\\\"\\\"\\n   752|        SELECT timestamp, source, action, entity_type, entity_id, old_values_json, new_values_json,\\n   753|               confirmed, created_by, quality_status\\n   754|        FROM audit_log ORDER BY timestamp DESC LIMIT ?\\n   755|        \\\"\\\"\\\", (limit,)\\n   756|    ).fetchall()\\n   757|    out: list[dict[str, str]] = []\\n   758|    for row in rows:\\n   759|        item = {k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()}\\n   760|        for key in (\\\"old_values_json\\\", \\\"new_values_json\\\"):\\n   761|            if item[key]:\\n   762|                try:\\n   763|                    item[key] = json.dumps(json.loads(item[key]), ensure_ascii=False, indent=2, sort_keys=True)\\n   764|                except json.JSONDecodeError:\\n   765|                    pass\\n   766|        out.append(item)\\n   767|    return out\\n   768|\\n   769|\\n   770|def get_data_quality(conn: Connection) -> list[dict[str, str]]:\\n   771|    items: list[dict[str, str]] = []\\n   772|    checks = [\\n   773|        (\\\"fehlende FX\\\", \\\"SELECT COUNT(*) AS c FROM transactions WHERE fx_status='missing'\\\", \\\"kritisch\\\"),\\n   774|        (\\\"fehlende/stale FX Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_fx','stale_fx','historical_fx_unavailable','manual_override_required')\\\", \\\"kritisch\\\"),\\n   775|        (\\\"historical FX unavailable\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='historical_fx_unavailable'\\\", \\\"kritisch\\\"),\\n   776|        (\\\"manual override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='manual_override_required'\\\", \\\"kritisch\\\"),\\n   777|        (\\\"fehlende Provider-Symbole\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n   778|        (\\\"provider lookup unavailable\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='provider_lookup_unavailable'\\\", \\\"warnung\\\"),\\n   779|        (\\\"ambiguous_provider_mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_provider_mapping'\\\", \\\"warnung\\\"),\\n   780|        (\\\"multiple_listings_same_isin\\\", \\\"SELECT COUNT(*) AS c FROM (SELECT isin FROM instrument_price_mapping_candidates WHERE COALESCE(isin,'')<>'' AND review_status IN ('proposed','needs_manual_review') GROUP BY isin HAVING COUNT(DISTINCT COALESCE(candidate_exchange,'') || ':' || COALESCE(candidate_currency,''))>1)\\\", \\\"warnung\\\"),\\n   781|        (\\\"currency_mismatch\\\", \\\"SELECT COUNT(*) AS c FROM instrument_price_mapping_candidates WHERE review_status IN ('proposed','needs_manual_review') AND risk_flags LIKE '%currency_mismatch%'\\\", \\\"warnung\\\"),\\n   782|        (\\\"hedge_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'\\\", \\\"warnung\\\"),\\n   783|        (\\\"instrument_status_unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n   784|        (\\\"provider_symbol_missing\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_provider_symbol'\\\", \\\"warnung\\\"),\\n   785|        (\\\"candidate_review_required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='candidate_review_required'\\\", \\\"warnung\\\"),\\n   786|        (\\\"valuation_not_ready\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('missing_provider_symbol','missing_market_price','missing_fx','hedge_status_unknown','instrument_status_unknown','candidate_review_required')\\\", \\\"warnung\\\"),\\n   787|        (\\\"instrument status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='instrument_status_unknown'\\\", \\\"warnung\\\"),\\n   788|        (\\\"manual FX override required\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id IN ('manual_override_required','manual_fx_override_required')\\\", \\\"kritisch\\\"),\\n   789|        (\\\"fehlende Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='missing_market_price'\\\", \\\"warnung\\\"),\\n   790|        (\\\"stale Market Prices\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='stale_market_price'\\\", \\\"warnung\\\"),\\n   791|        (\\\"ambiguous Instrument Mapping\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='ambiguous_instrument_mapping'\\\", \\\"warnung\\\"),\\n   792|        (\\\"price currency mismatch\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='price_currency_mismatch'\\\", \\\"warnung\\\"),\\n   793|        (\\\"hedge status unknown\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='hedge_status_unknown'\\\", \\\"warnung\\\"),\\n   794|        (\\\"stale valuation\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='stale_valuation'\\\", \\\"warnung\\\"),\\n   795|        (\\\"corporate action suspected\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='corporate_action_suspected'\\\", \\\"warnung\\\"),\\n   796|        (\\\"split/corporate action review\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='split_or_corporate_action_review_required'\\\", \\\"warnung\\\"),\\n   797|        (\\\"delisted/suspended\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='delisted_or_suspended'\\\", \\\"warnung\\\"),\\n   798|        (\\\"snapshot_only Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='snapshot_only'\\\", \\\"info\\\"),\\n   799|        (\\\"cost_basis_uncertain Alerts\\\", \\\"SELECT COUNT(*) AS c FROM alerts WHERE status='active' AND rule_id='cost_basis_uncertain'\\\", \\\"warnung\\\"),\\n   800|        (\\\"fehlende CoinGecko-ID\\\", \\\"SELECT COUNT(*) AS c FROM crypto_assets WHERE coingecko_id IS NULL OR coingecko_id='' \\\", \\\"warnung\\\"),\\n   801|\", \"total_lines\": 1106, \"file_size\": 60006, \"truncated\": true, \"hint\": \"Use offset=801 to continue reading (showing 1-800 of 1106 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_O3E24ZoJjUs4ZJKg0mcHlgyp"
    },
    {
      "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.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_g3zxbljw78XP4FzausOG6s4g"
    },
    {
      "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_VcXpNQ9c0uP0ejbWACben7Qc"
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      "role": "assistant",
      "content": "",
      "reasoning": "**Implementing market data tests**\n\nI'm thinking about the need to implement some tests related to market data and prices. It's so important to ensure everything is functioning correctly! I want to make sure I'm covering all bases, so the tests will help confirm the accuracy and reliability of the data. I need to map out exactly what needs testing and how to approach this, so that I can execute it properly and effectively in the end.",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Implementing market data tests**\n\nI'm thinking about the need to implement some tests related to market data and prices. It's so important to ensure everything is functioning correctly! I want to make sure I'm covering all bases, so the tests will help confirm the accuracy and reliability of the data. I need to map out exactly what needs testing and how to approach this, so that I can execute it properly and effectively in the end.",
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          "id": "rs_0416e3afe1eef5be016a085759426481919fa6ed277c85a723",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Implementing market data tests**\n\nI'm thinking about the need to implement some tests related to market data and prices. It's so important to ensure everything is functioning correctly! I want to make sure I'm covering all bases, so the tests will help confirm the accuracy and reliability of the data. I need to map out exactly what needs testing and how to approach this, so that I can execute it properly and effectively in the end."
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_j0swZYU7dYDBRtXTkzgnLKRT",
          "call_id": "call_j0swZYU7dYDBRtXTkzgnLKRT",
          "response_item_id": "fc_0416e3afe1eef5be016a08575aa99481919872a29727d22977",
          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":520,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py\"}"
          }
        }
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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 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|        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}",
      "tool_call_id": "call_j0swZYU7dYDBRtXTkzgnLKRT"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Planning implementation steps**\n\nI realize that I need to conduct tests and maybe inspect the database runtime later. Another thing I'm considering is implementing automatic foreign exchange (FX) functionality. I noticed that the existing _fx_values only provides a cache without a proper data provider. So, it looks like I'll also need to ensure that my providers.py file includes options like Frankfurter and others to accommodate this. Just thinking ahead about the steps!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Planning implementation steps**\n\nI realize that I need to conduct tests and maybe inspect the database runtime later. Another thing I'm considering is implementing automatic foreign exchange (FX) functionality. I noticed that the existing _fx_values only provides a cache without a proper data provider. So, it looks like I'll also need to ensure that my providers.py file includes options like Frankfurter and others to accommodate this. Just thinking ahead about the steps!",
      "codex_reasoning_items": [
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          "id": "rs_0b2b479b9516d33a016a08575da4f081919312ad214ba9f068",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Planning implementation steps**\n\nI realize that I need to conduct tests and maybe inspect the database runtime later. Another thing I'm considering is implementing automatic foreign exchange (FX) functionality. I noticed that the existing _fx_values only provides a cache without a proper data provider. So, it looks like I'll also need to ensure that my providers.py file includes options like Frankfurter and others to accommodate this. Just thinking ahead about the steps!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_Qd5wepZGK5kQlYju64SyJtth",
          "call_id": "call_Qd5wepZGK5kQlYju64SyJtth",
          "response_item_id": "fc_0b2b479b9516d33a016a08575fc8f08191b1f387b4061e7a3d",
          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":500,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/providers.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import json\\n     4|from decimal import Decimal, InvalidOperation\\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}",
      "tool_call_id": "call_Qd5wepZGK5kQlYju64SyJtth"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Implementing functionalities**\n\nI'm thinking about implementing a helper called `resolve_auto_fx`, which would work with caching and providers. Also, it seems like we should remove the status select from the page UI. I’ll need to focus on creating efficient tests, possibly checking button labels in my tests. It looks like I could create a new test file, `tests/unit/test_mvp_acceptance_bugfix.py`, set up the necessary connections, and use equity functions, particularly for adding manual positions from the catalog.",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Implementing functionalities**\n\nI'm thinking about implementing a helper called `resolve_auto_fx`, which would work with caching and providers. Also, it seems like we should remove the status select from the page UI. I’ll need to focus on creating efficient tests, possibly checking button labels in my tests. It looks like I could create a new test file, `tests/unit/test_mvp_acceptance_bugfix.py`, set up the necessary connections, and use equity functions, particularly for adding manual positions from the catalog.",
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          "id": "rs_0384d320667d244b016a085764605881919682033260a44b56",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Implementing functionalities**\n\nI'm thinking about implementing a helper called `resolve_auto_fx`, which would work with caching and providers. Also, it seems like we should remove the status select from the page UI. I’ll need to focus on creating efficient tests, possibly checking button labels in my tests. It looks like I could create a new test file, `tests/unit/test_mvp_acceptance_bugfix.py`, set up the necessary connections, and use equity functions, particularly for adding manual positions from the catalog."
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_5jPk6RLgg7463TjSMQZNqjYP",
          "call_id": "call_5jPk6RLgg7463TjSMQZNqjYP",
          "response_item_id": "fc_0384d320667d244b016a08576677ac8191be7d52f2b0e14aeb",
          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":330,\"offset\":414,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"   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|        new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": \\\"initial_position_snapshot\\\"},\\n   502|        user_text_note=note,\\n   503|        confirmed=True,\\n   504|        created_by=\\\"dashboard\\\",\\n   505|    )\\n   506|    conn.commit()\\n   507|    return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n   508|\\n   509|\\n   510|def add_equity_transaction(\\n   511|    conn: Connection,\\n   512|    *,\\n   513|    account_id: str,\\n   514|    instrument_id: str,\\n   515|    transaction_type: str,\\n   516|    trade_date: str,\\n   517|    quantity_text: str,\\n   518|    gross_amount_original_text: str,\\n   519|    currency: str,\\n   520|    note: str,\\n   521|    confirm: bool,\\n   522|    fee_original_text: str = \\\"0\\\",\\n   523|    tax_original_text: str = \\\"0\\\",\\n   524|    fx_rate_to_chf_text: str | None = None,\\n   525|    fx_source: str | None = None,\\n   526|    fx_status: str = \\\"ok\\\",\\n   527|) -> EquityManageResult:\\n   528|    _require_confirm(confirm)\\n   529|    account_id = _require_account(conn, account_id)\\n   530|    instrument_id = _require_instrument(conn, instrument_id)\\n   531|    transaction_type = str(transaction_type).strip()\\n   532|    if transaction_type not in VALID_TRANSACTION_TYPES:\\n   533|        raise ValueError(\\\"unsupported equity transaction type\\\")\\n   534|    trade_date = _require_date(trade_date)\\n   535|    currency = _require_currency(currency)\\n   536|    if transaction_type == \\\"manual_adjustment\\\":\\n   537|        note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n   538|    else:\\n   539|        note = str(note or \\\"\\\").strip() or f\\\"manual {transaction_type}\\\"\\n   540|    qty = parse_decimal_text(quantity_text, field_name=\\\"quantity\\\")\\n   541|    gross = parse_decimal_text(gross_amount_original_text, field_name=\\\"gross amount\\\")\\n   542|    fee = parse_decimal_text(fee_original_text, field_name=\\\"fee\\\")\\n   543|    tax = parse_decimal_text(tax_original_text, field_name=\\\"tax\\\")\\n   544|    if transaction_type in {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"initial_position_snapshot\\\"} and qty <= 0:\\n   545|        raise ValueError(\\\"quantity must be > 0\\\")\\n   546|    if transaction_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"}:\\n   547|        qty = Decimal(\\\"0\\\")\\n   548|    if transaction_type in {\\\"partial_sell\\\", \\\"full_sell\\\"}:\\n   549|        current = calculate_positions(conn).positions.get((account_id, instrument_id))\\n   550|        current_qty = current.quantity if current else Decimal(\\\"0\\\")\\n   551|        if qty > current_qty:\\n   552|            raise ValueError(\\\"sell would create negative position\\\")\\n   553|        if transaction_type == \\\"full_sell\\\" and qty != current_qty:\\n   554|            raise ValueError(\\\"full_sell quantity must match current position\\\")\\n   555|    tx_id, warnings = _insert_transaction(\\n   556|        conn,\\n   557|        transaction_type=transaction_type,\\n   558|        account_id=account_id,\\n   559|        instrument_id=instrument_id,\\n   560|        trade_date=trade_date,\\n   561|        quantity=qty,\\n   562|        gross=gross,\\n   563|        fee=fee,\\n   564|        tax=tax,\\n   565|        currency=currency,\\n   566|        fx_rate_to_chf_text=fx_rate_to_chf_text,\\n   567|        fx_source=fx_source,\\n   568|        fx_status=fx_status,\\n   569|        note=note,\\n   570|    )\\n   571|    record_audit_event(\\n   572|        conn,\\n   573|        source=\\\"equity_manage\\\",\\n   574|        action=f\\\"equity_{transaction_type}\\\",\\n   575|        entity_type=\\\"transaction\\\",\\n   576|        entity_id=tx_id,\\n   577|        new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": transaction_type},\\n   578|        user_text_note=note,\\n   579|        confirmed=True,\\n   580|        created_by=\\\"dashboard\\\",\\n   581|    )\\n   582|    conn.commit()\\n   583|    return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n   584|\\n   585|\\n   586|def _ensure_instrument_from_catalog(conn: Connection, *, catalog_entry_id: str, note: str) -> str:\\n   587|    row = conn.execute(\\\"SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?\\\", (catalog_entry_id,)).fetchone()\\n   588|    if row is None:\\n   589|        raise ValueError(\\\"catalog entry not found\\\")\\n   590|    asset_class = \\\"etf\\\" if row[\\\"asset_class\\\"] == \\\"etf\\\" else \\\"stock\\\"\\n   591|    currency = _require_currency(row[\\\"instrument_currency\\\"] or row[\\\"trading_currency\\\"] or \\\"CHF\\\")\\n   592|    isin = (row[\\\"isin\\\"] or \\\"\\\").strip().upper()\\n   593|    ticker = (row[\\\"ticker\\\"] or \\\"\\\").strip().upper()\\n   594|    exchange = (row[\\\"exchange\\\"] or \\\"\\\").strip().upper()\\n   595|    existing = None\\n   596|    if isin:\\n   597|        existing = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=? AND currency=?\\\", (isin, exchange, currency)).fetchone()\\n   598|    if existing is None and ticker and exchange:\\n   599|        existing = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE upper(ticker)=upper(?) AND COALESCE(exchange,'')=? AND currency=?\\\", (ticker, exchange, currency)).fetchone()\\n   600|    if existing:\\n   601|        instrument_id = existing[\\\"instrument_id\\\"]\\n   602|    else:\\n   603|        instrument_id = stable_id(\\\"instrument\\\", isin or ticker or row[\\\"name\\\"], exchange, currency)\\n   604|        conn.execute(\\n   605|            \\\"\\\"\\\"\\n   606|            INSERT INTO instruments(\\n   607|                instrument_id, asset_class, name, ticker, isin, exchange, currency,\\n   608|                notes, is_currency_hedged, hedged_to_currency, hedge_status,\\n   609|                trading_currency, instrument_status, valuation_policy, created_at\\n   610|            ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n   611|            \\\"\\\"\\\",\\n   612|            (\\n   613|                instrument_id, asset_class, row[\\\"name\\\"], ticker, isin, exchange, currency, note,\\n   614|                (1 if row[\\\"is_currency_hedged\\\"] else 0), row[\\\"hedged_to_currency\\\"], row[\\\"hedge_status\\\"] or \\\"unknown\\\",\\n   615|                row[\\\"trading_currency\\\"], row[\\\"instrument_status\\\"] or \\\"unknown\\\", row[\\\"valuation_policy\\\"] or \\\"live_price\\\", utc_now(),\\n   616|            ),\\n   617|        )\\n   618|    if row[\\\"provider_symbol\\\"]:\\n   619|        from jarvis_finance.market_data.mappings import confirm_instrument_price_mapping\\n   620|        confirm_instrument_price_mapping(\\n   621|            conn,\\n   622|            instrument_id=instrument_id,\\n   623|            provider=row[\\\"provider\\\"] or \\\"manual\\\",\\n   624|            provider_symbol=row[\\\"provider_symbol\\\"],\\n   625|            provider_market=row[\\\"provider_market\\\"] or exchange,\\n   626|            confidence=row[\\\"source_confidence\\\"] or \\\"low\\\",\\n   627|            note=note,\\n   628|            exchange=exchange,\\n   629|            currency=row[\\\"trading_currency\\\"] or currency,\\n   630|            hedge_status=row[\\\"hedge_status\\\"] if row[\\\"hedge_status\\\"] != \\\"unknown\\\" else None,\\n   631|            hedged_to_currency=row[\\\"hedged_to_currency\\\"],\\n   632|            instrument_status=row[\\\"instrument_status\\\"] if row[\\\"instrument_status\\\"] != \\\"unknown\\\" else None,\\n   633|            valuation_policy=row[\\\"valuation_policy\\\"],\\n   634|            trading_currency=row[\\\"trading_currency\\\"] or currency,\\n   635|            created_by=\\\"dashboard\\\",\\n   636|        )\\n   637|    else:\\n   638|        create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"missing_provider_symbol\\\", message=\\\"Manual catalog position has no provider symbol; market price unavailable.\\\", evidence={\\\"catalog_entry_id\\\": catalog_entry_id}, fingerprint=\\\"missing_provider_symbol\\\")\\n   639|    ensure_instrument_metadata_quality(conn, instrument_id=instrument_id)\\n   640|    return instrument_id\\n   641|\\n   642|\\n   643|def add_manual_position_from_catalog(\\n   644|    conn: Connection,\\n   645|    *,\\n   646|    catalog_entry_id: str,\\n   647|    account_id: str,\\n   648|    position_type: str,\\n   649|    quantity_text: str,\\n   650|    trade_date: str,\\n   651|    currency: str,\\n   652|    note: str,\\n   653|    confirm: bool,\\n   654|    cost_basis_original_text: str | None = None,\\n   655|    fx_status: str = \\\"missing\\\",\\n   656|    fx_rate_to_chf_text: str | None = None,\\n   657|    fx_source: str | None = None,\\n   658|    category: str = \\\"Unknown\\\",\\n   659|) -> EquityManageResult:\\n   660|    _require_confirm(confirm)\\n   661|    note = _require_note(note, reason=\\\"manual position add\\\")\\n   662|    account_id = _require_account(conn, account_id)\\n   663|    position_type = str(position_type or \\\"\\\").strip()\\n   664|    if position_type == \\\"initial_snapshot\\\":\\n   665|        transaction_type = \\\"initial_position_snapshot\\\"\\n   666|    elif position_type in {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"dividend\\\", \\\"etf_distribution\\\", \\\"manual_adjustment\\\"}:\\n   667|        transaction_type = position_type\\n   668|    else:\\n   669|        raise ValueError(\\\"position_type must be initial_snapshot, buy, partial_sell, full_sell, dividend, etf_distribution or manual_adjustment\\\")\\n   670|    if fx_status not in VALID_FX_STATUSES:\\n   671|        raise ValueError(\\\"invalid fx_status\\\")\\n   672|    if category not in VALID_CATEGORIES:\\n   673|        raise ValueError(\\\"category must be Core, Opportunity or Unknown\\\")\\n   674|    currency = _require_currency(currency)\\n   675|    trade_date = _require_date(trade_date)\\n   676|    qty = parse_decimal_text(quantity_text or \\\"0\\\", field_name=\\\"quantity\\\")\\n   677|    if transaction_type in {\\\"initial_position_snapshot\\\", \\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"manual_adjustment\\\"} and qty <= 0:\\n   678|        raise ValueError(\\\"quantity must be > 0\\\")\\n   679|    if transaction_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"}:\\n   680|        qty = Decimal(\\\"0\\\")\\n   681|    warnings: list[str] = []\\n   682|    if cost_basis_original_text in {None, \\\"\\\"}:\\n   683|        gross = Decimal(\\\"0\\\")\\n   684|        warnings.append(\\\"cost_basis_uncertain\\\")\\n   685|    else:\\n   686|        gross = parse_decimal_text(str(cost_basis_original_text), field_name=\\\"cost basis\\\")\\n   687|    instrument_id = _ensure_instrument_from_catalog(conn, catalog_entry_id=catalog_entry_id, note=note)\\n   688|    conn.execute(\\\"UPDATE instruments SET position_category=?, updated_at=? WHERE instrument_id=?\\\", (category, utc_now(), instrument_id))\\n   689|    if transaction_type == \\\"initial_position_snapshot\\\":\\n   690|        existing_position = calculate_positions(conn).positions.get((account_id, instrument_id))\\n   691|        if existing_position and existing_position.quantity != 0:\\n   692|            raise ValueError(\\\"initial snapshot would overwrite an existing position; use manual_adjustment\\\")\\n   693|    if transaction_type in {\\\"partial_sell\\\", \\\"full_sell\\\"}:\\n   694|        current = calculate_positions(conn).positions.get((account_id, instrument_id))\\n   695|        current_qty = current.quantity if current else Decimal(\\\"0\\\")\\n   696|        if qty > current_qty:\\n   697|            raise ValueError(\\\"sell would create negative position\\\")\\n   698|        if transaction_type == \\\"full_sell\\\" and qty != current_qty:\\n   699|            raise ValueError(\\\"full_sell quantity must match current position\\\")\\n   700|    tx_id, tx_warnings = _insert_transaction(\\n   701|        conn,\\n   702|        transaction_type=transaction_type,\\n   703|        account_id=account_id,\\n   704|        instrument_id=instrument_id,\\n   705|        trade_date=trade_date,\\n   706|        quantity=qty,\\n   707|        gross=gross,\\n   708|        fee=Decimal(\\\"0\\\"),\\n   709|        tax=Decimal(\\\"0\\\"),\\n   710|        currency=currency,\\n   711|        fx_rate_to_chf_text=fx_rate_to_chf_text,\\n   712|        fx_source=fx_source,\\n   713|        fx_status=\\\"ok\\\" if currency == \\\"CHF\\\" and fx_status == \\\"not_needed\\\" else fx_status,\\n   714|        note=note,\\n   715|    )\\n   716|    warnings.extend(tx_warnings)\\n   717|    if \\\"cost_basis_uncertain\\\" in warnings:\\n   718|        create_alert(conn, priority=\\\"warnung\\\", category=\\\"equity\\\", entity_type=\\\"transaction\\\", entity_id=tx_id, rule_id=\\\"cost_basis_uncertain\\\", message=\\\"Cost basis is missing for manual position; performance metrics are incomplete.\\\", evidence={\\\"instrument_id\\\": instrument_id}, fingerprint=\\\"cost_basis_uncertain\\\")\\n   719|    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   720|    record_audit_event(\\n   721|        conn,\\n   722|        source=\\\"instrument_search_add_position\\\",\\n   723|        action=\\\"manual_position_add\\\",\\n   724|        entity_type=\\\"transaction\\\",\\n   725|        entity_id=tx_id,\\n   726|        new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": transaction_type, \\\"catalog_entry_id\\\": catalog_entry_id},\\n   727|        user_text_note=note,\\n   728|        confirmed=True,\\n   729|        created_by=\\\"dashboard\\\",\\n   730|    )\\n   731|    conn.commit()\\n   732|    return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n   733|\\n   734|\\n   735|def create_manual_catalog_entry(\\n   736|    conn: Connection,\\n   737|    *,\\n   738|    asset_class: str,\\n   739|    name: str,\\n   740|    currency: str,\\n   741|    isin: str = \\\"\\\",\\n   742|    ticker: str = \\\"\\\",\\n   743|    exchange: str = \\\"\\\",\\n   744|\", \"total_lines\": 797, \"file_size\": 34638, \"truncated\": true, \"hint\": \"Use offset=744 to continue reading (showing 414-743 of 797 lines)\", \"is_binary\": false, \"is_image\": false}",
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            "arguments": "{\"limit\":120,\"offset\":744,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/equity/manage.py\"}"
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      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"   744|    provider: str = \\\"manual\\\",\\n   745|    provider_symbol: str = \\\"\\\",\\n   746|    hedge_status: str = \\\"unknown\\\",\\n   747|    instrument_status: str = \\\"unknown\\\",\\n   748|    valuation_policy: str = \\\"live_price\\\",\\n   749|    note: str = \\\"\\\",\\n   750|) -> str:\\n   751|    note = _require_note(note, reason=\\\"manual catalog entry\\\")\\n   752|    return upsert_catalog_entry(\\n   753|        conn,\\n   754|        CatalogEntryInput(\\n   755|            asset_class=\\\"etf\\\" if asset_class.lower() == \\\"etf\\\" else \\\"equity\\\",\\n   756|            name=name,\\n   757|            isin=isin,\\n   758|            ticker=ticker,\\n   759|            exchange=exchange,\\n   760|            trading_currency=currency,\\n   761|            instrument_currency=currency,\\n   762|            provider=provider or \\\"manual\\\",\\n   763|            provider_symbol=provider_symbol or None,\\n   764|            provider_market=exchange or None,\\n   765|            hedge_status=hedge_status,\\n   766|            instrument_status=instrument_status,\\n   767|            valuation_policy=valuation_policy,\\n   768|            source=\\\"manual\\\",\\n   769|            source_confidence=\\\"medium\\\" if isin and exchange else \\\"low\\\",\\n   770|        ),\\n   771|        note=note,\\n   772|        created_by=\\\"dashboard\\\",\\n   773|    )\\n   774|\\n   775|\\n   776|def get_equity_management_options(conn: Connection) -> dict[str, list[dict[str, str]]]:\\n   777|    accounts = [\\n   778|        {\\n   779|            \\\"account_id\\\": row[\\\"account_id\\\"],\\n   780|            \\\"account_name\\\": row[\\\"account_name\\\"],\\n   781|            \\\"platform_name\\\": row[\\\"platform_name\\\"],\\n   782|            \\\"currency\\\": row[\\\"currency\\\"],\\n   783|        }\\n   784|        for row in conn.execute(\\n   785|            \\\"\\\"\\\"\\n   786|            SELECT a.account_id, a.account_name, p.name AS platform_name, a.currency\\n   787|            FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n   788|            WHERE a.is_active=1\\n   789|            ORDER BY p.name, a.account_name\\n   790|            \\\"\\\"\\\"\\n   791|        ).fetchall()\\n   792|    ]\\n   793|    instruments = [\\n   794|        {\\\"instrument_id\\\": row[\\\"instrument_id\\\"], \\\"name\\\": row[\\\"name\\\"], \\\"isin\\\": row[\\\"isin\\\"] or \\\"\\\", \\\"ticker\\\": row[\\\"ticker\\\"] or \\\"\\\", \\\"currency\\\": row[\\\"currency\\\"]}\\n   795|        for row in conn.execute(\\\"SELECT instrument_id, name, isin, ticker, currency FROM instruments WHERE is_active=1 ORDER BY name\\\").fetchall()\\n   796|    ]\\n   797|    return {\\\"accounts\\\": accounts, \\\"instruments\\\": instruments}\\n   798|\", \"total_lines\": 797, \"file_size\": 34638, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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          "response_item_id": "fc_04e4519e3a4da301016a085777c67c8191a1e493b9d3a09e06",
          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/ledger/cash.py\"}"
          }
        }
      ]
    },
    {
      "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\\n     5|from sqlite3 import Connection\\n     6|\\n     7|from jarvis_finance.audit.log import record_audit_event\\n     8|from jarvis_finance.imports.common import stable_id, utc_now\\n     9|from jarvis_finance.quality.alerts import create_alert\\n    10|\\n    11|\\n    12|@dataclass\\n    13|class CashBalance:\\n    14|    account_id: str\\n    15|    currency: str\\n    16|    amount_original: Decimal = Decimal(\\\"0\\\")\\n    17|    amount_chf: Decimal | None = Decimal(\\\"0\\\")\\n    18|    quality_status: str = \\\"ok\\\"\\n    19|\\n    20|\\n    21|@dataclass\\n    22|class CashCalculationResult:\\n    23|    balances: dict[tuple[str, str], CashBalance] = field(default_factory=dict)\\n    24|    negative_cash_warnings: list[str] = field(default_factory=list)\\n    25|\\n    26|\\n    27|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n    28|    if value is None or str(value).strip() == \\\"\\\":\\n    29|        return Decimal(default)\\n    30|    return Decimal(str(value))\\n    31|\\n    32|\\n    33|def _signed_cash_delta(row) -> tuple[Decimal, Decimal | None]:\\n    34|    t = row[\\\"transaction_type\\\"]\\n    35|    gross = _d(row[\\\"gross_amount_original\\\"])\\n    36|    net = _d(row[\\\"net_amount_original\\\"]) if row[\\\"net_amount_original\\\"] is not None else None\\n    37|    fee = _d(row[\\\"fee_original\\\"])\\n    38|    tax = _d(row[\\\"tax_original\\\"])\\n    39|    fx = _d(row[\\\"fx_rate_to_chf\\\"], \\\"1\\\") if row[\\\"fx_rate_to_chf\\\"] is not None else None\\n    40|\\n    41|    if t == \\\"initial_cash_snapshot\\\":\\n    42|        original = net if net is not None else gross\\n    43|    elif t == \\\"cash_deposit\\\":\\n    44|        original = net if net is not None else gross\\n    45|    elif t == \\\"cash_withdrawal\\\":\\n    46|        original = -(net if net is not None else gross)\\n    47|    elif t == \\\"buy\\\":\\n    48|        original = -(net if net is not None else gross + fee + tax)\\n    49|    elif t in {\\\"partial_sell\\\", \\\"full_sell\\\"}:\\n    50|        original = net if net is not None else gross - fee - tax\\n    51|    elif t in {\\\"dividend\\\", \\\"etf_distribution\\\"}:\\n    52|        original = net if net is not None else gross - tax - fee\\n    53|    elif t in {\\\"fee\\\", \\\"tax\\\"}:\\n    54|        original = -(net if net is not None else gross or fee or tax)\\n    55|    elif t == \\\"fx_conversion\\\":\\n    56|        original = net if net is not None else gross\\n    57|    elif t == \\\"manual_cash_correction\\\":\\n    58|        original = net if net is not None else gross\\n    59|    else:\\n    60|        original = Decimal(\\\"0\\\")\\n    61|    chf = original * fx if fx is not None else None\\n    62|    return original, chf\\n    63|\\n    64|\\n    65|def calculate_cash_balances(conn: Connection, *, as_of_date: str | None = None) -> CashCalculationResult:\\n    66|    result = CashCalculationResult()\\n    67|    params: tuple[object, ...] = ()\\n    68|    where = \\\"WHERE COALESCE(is_voided, 0) = 0\\\"\\n    69|    if as_of_date:\\n    70|        where += \\\" AND trade_date <= ?\\\"\\n    71|        params = (as_of_date,)\\n    72|    rows = conn.execute(\\n    73|        f\\\"\\\"\\\"\\n    74|        SELECT * FROM transactions\\n    75|        {where}\\n    76|        ORDER BY account_id, currency_original, trade_date, created_at, transaction_id\\n    77|        \\\"\\\"\\\",\\n    78|        params,\\n    79|    ).fetchall()\\n    80|    for row in rows:\\n    81|        account_id = row[\\\"account_id\\\"]\\n    82|        currency = row[\\\"currency_original\\\"]\\n    83|        key = (account_id, currency)\\n    84|        balance = result.balances.setdefault(key, CashBalance(account_id, currency))\\n    85|        original, chf = _signed_cash_delta(row)\\n    86|        balance.amount_original += original\\n    87|        if chf is None:\\n    88|            balance.amount_chf = None\\n    89|            balance.quality_status = \\\"incomplete\\\"\\n    90|        elif balance.amount_chf is not None:\\n    91|            balance.amount_chf += chf\\n    92|    for key, balance in result.balances.items():\\n    93|        if balance.amount_original < 0:\\n    94|            msg = f\\\"Negative cash balance for account={balance.account_id} currency={balance.currency}: {balance.amount_original}\\\"\\n    95|            result.negative_cash_warnings.append(msg)\\n    96|            create_alert(\\n    97|                conn,\\n    98|                priority=\\\"warnung\\\",\\n    99|                category=\\\"cash\\\",\\n   100|                entity_type=\\\"account\\\",\\n   101|                entity_id=balance.account_id,\\n   102|                rule_id=\\\"negative_cash\\\",\\n   103|                message=msg,\\n   104|                evidence={\\\"currency\\\": balance.currency, \\\"amount_original\\\": str(balance.amount_original)},\\n   105|            )\\n   106|    conn.commit()\\n   107|    return result\\n   108|\\n   109|\\n   110|def apply_manual_cash_correction(\\n   111|    conn: Connection,\\n   112|    *,\\n   113|    account_id: str,\\n   114|    currency: str,\\n   115|    amount: Decimal,\\n   116|    note: str,\\n   117|    trade_date: str | None = None,\\n   118|) -> str:\\n   119|    if not note.strip():\\n   120|        raise ValueError(\\\"manual cash correction requires a note\\\")\\n   121|    now = utc_now()\\n   122|    trade_date = trade_date or now[:10]\\n   123|    transaction_id = stable_id(\\\"cashcorr\\\", account_id, currency, trade_date, amount, note)\\n   124|    fx_rate = Decimal(\\\"1\\\") if currency.upper() == \\\"CHF\\\" else None\\n   125|    conn.execute(\\n   126|        \\\"\\\"\\\"\\n   127|        INSERT INTO transactions(\\n   128|            transaction_id, transaction_type, account_id, trade_date, gross_amount_original,\\n   129|            net_amount_original, currency_original, fx_rate_to_chf, fx_status,\\n   130|            gross_amount_chf, net_amount_chf, source_type, is_confirmed,\\n   131|            quality_status, notes, created_at\\n   132|        ) VALUES (?, 'manual_cash_correction', ?, ?, ?, ?, ?, ?, ?, ?, ?, 'manual', 1, ?, ?, ?)\\n   133|        \\\"\\\"\\\",\\n   134|        (\\n   135|            transaction_id, account_id, trade_date, str(amount), str(amount), currency.upper(),\\n   136|            str(fx_rate) if fx_rate is not None else None,\\n   137|            \\\"ok\\\" if fx_rate is not None else \\\"missing\\\",\\n   138|            str(amount * fx_rate) if fx_rate is not None else None,\\n   139|            str(amount * fx_rate) if fx_rate is not None else None,\\n   140|            \\\"ok\\\" if fx_rate is not None else \\\"incomplete\\\",\\n   141|            note,\\n   142|            now,\\n   143|        ),\\n   144|    )\\n   145|    audit_id = record_audit_event(\\n   146|        conn,\\n   147|        source=\\\"manual_cash_correction\\\",\\n   148|        action=\\\"manual_cash_correction\\\",\\n   149|        entity_type=\\\"transaction\\\",\\n   150|        entity_id=transaction_id,\\n   151|        new_values={\\\"account_id\\\": account_id, \\\"currency\\\": currency.upper(), \\\"amount\\\": str(amount)},\\n   152|        user_text_note=note,\\n   153|        confirmed=True,\\n   154|        created_by=\\\"system\\\",\\n   155|    )\\n   156|    conn.commit()\\n   157|    return audit_id\\n   158|\", \"total_lines\": 157, \"file_size\": 5827, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_9jZzDwjmiNz0wRtduhJb4quc"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Improving cash FX automation**\n\nI'm considering ways to improve cash FX automation, particularly with the acceptance that cash could add maybe CHF. It sounds like I need to update how foreign cash use is resolved, along with a patch. I think it might be easier to generate multiple files using execute_code, but for precise usage, adding a patch seems necessary. Additionally, I plan to create a dataclass in the fx/rates to structure this better.",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Improving cash FX automation**\n\nI'm considering ways to improve cash FX automation, particularly with the acceptance that cash could add maybe CHF. It sounds like I need to update how foreign cash use is resolved, along with a patch. I think it might be easier to generate multiple files using execute_code, but for precise usage, adding a patch seems necessary. Additionally, I plan to create a dataclass in the fx/rates to structure this better.",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqCFd-q4AhfYCR1ovOGmgOJP4qQLMycBGKFR1tZ9E_l7qLvb3VJER68Uhx50YXz5FQqiCFRICUfo0XHLcTEf_1qpeW8yf3YXmzbWgwsMK0Fikq1cRrl4H9-tuHCYit-6Wb_lX7rz5CQg40h7xQ_1PMGV869x6jer4vz6edNb6-mkL83mIeIVhlWDEm6f1ouXH9ahTfdSz0G5GjB9S00oOqpFGMX9F1eFV-62USBYeqBjj2Rwbq3kteZWL4iHebyPHRQYfMppIDKAGxjfWPnHB_KuUCo2uOp4fCcsX4y_h-sokdqJx_aCe2lx0u4e7kDnCxcdS8okPB2JBljFplAT10cHnPl22jC9OpqmCcmHrQ7QPXKgERuvrsXVLQrnnWENQ_9JJwIHZCITm6wa3zcKh_yuVjNqLcJj6cFaDk-rKFXOTMp4ssxhIIXGcl1riLe0MrjmajzwAMP4GPoAlULHOHfphtf_ON6GsMlMG48QEovZ7epQBPErQ2XDPE0nAvGwXdkiwRQYypkmoSA4O97ChadQESVscYNsvvOCBVIjhI4fefZif39y4RANCZMB4s6hqtIVhWjsco3frFMJpwtL1a0hPYvvt0N3HQvLfT2M32jRS8EleeeEF1iROxl4Mp1VH9QVgrulpBqGKTT_npr8Qrk4Obt9n4EW5lb2na4qotEFkwEVUmSTHQ_LnslOaLX0KHSMfD2jB2GKCGswSd2XS3sYiUadNp40SLUKl1gJyaQrHMSEmwbYnBg3f9_Fs3vmrIId-ySZpVsIBHSql8yQbwtGqGCpgF-SXw4FAptxOUEWCOq14Ljggq8GS2GVIgnmdRx6lY9jGnDmyCsi5PW8QZZn8TviyI1cDkOpbNrudmlSLtS9ZzOOp2xzYhoqsxkBzP0dKw4OKNEgsdbpTT8RTBqysMtwI4fXFq6f82xmRnyvRPplFxLilqiK-7piMHGlOe2N84GoVmsAOnmscH_72K_qfvDVhPCCDnpOOmiFEMMdxIWewy0CndugxbCX7gGFAvBTPHGgqCfu-qNKjKdbeTHC7DQuzW207VXfbxIOO0EHqUgzqGzJVp0kdKr1t1NlXW5ZIWeBJkWpaz62CV1d1bPuMWV3T-5oRlhz5xTAqqly7Nrn2U-k52Rg3QptFURljR4GV2bmPTaSdlTGY9xrJ_YLz7qMMhr7IMCcuB1MgQLcLU76ggulhXKME43t9KDciJfbBGRGBTlrQ_A1o5xVvVmH6SNw==",
          "id": "rs_097bb3467c59e360016a08577b2714819196f559c83644bf48",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Improving cash FX automation**\n\nI'm considering ways to improve cash FX automation, particularly with the acceptance that cash could add maybe CHF. It sounds like I need to update how foreign cash use is resolved, along with a patch. I think it might be easier to generate multiple files using execute_code, but for precise usage, adding a patch seems necessary. Additionally, I plan to create a dataclass in the fx/rates to structure this better."
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_2Ri1MII1oxxnIc5blYIWcyAk",
          "call_id": "call_2Ri1MII1oxxnIc5blYIWcyAk",
          "response_item_id": "fc_097bb3467c59e360016a08577ebe8881918fb1cd045a22855f",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py\",\"old_string\":\"@dataclass\\nclass FxRecheckResult:\\n    transaction_count: int = 0\\n    chf_positions: int = 0\\n    foreign_currency_positions: int = 0\\n    justified_missing_fx_alerts: int = 0\\n    false_positive_missing_fx_alerts: int = 0\\n    corrected_transactions: int = 0\\n    resolved_alerts: int = 0\\n    audit_events: int = 0\\n    dry_run: bool = False\\n\",\"new_string\":\"@dataclass\\nclass FxRecheckResult:\\n    transaction_count: int = 0\\n    chf_positions: int = 0\\n    foreign_currency_positions: int = 0\\n    justified_missing_fx_alerts: int = 0\\n    false_positive_missing_fx_alerts: int = 0\\n    corrected_transactions: int = 0\\n    resolved_alerts: int = 0\\n    audit_events: int = 0\\n    dry_run: bool = False\\n\\n\\n@dataclass(frozen=True)\\nclass FxResolutionResult:\\n    base_currency: str\\n    quote_currency: str = \\\"CHF\\\"\\n    rate: Decimal | None = None\\n    source: str = \\\"missing\\\"\\n    status: str = \\\"missing\\\"\\n    rate_date: str | None = None\\n    warning: str | None = None\\n\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py\\n@@ -36,6 +36,17 @@\\n     resolved_alerts: int = 0\\n     audit_events: int = 0\\n     dry_run: bool = False\\n+\\n+\\n+@dataclass(frozen=True)\\n+class FxResolutionResult:\\n+    base_currency: str\\n+    quote_currency: str = \\\"CHF\\\"\\n+    rate: Decimal | None = None\\n+    source: str = \\\"missing\\\"\\n+    status: str = \\\"missing\\\"\\n+    rate_date: str | None = None\\n+    warning: str | None = None\\n \\n \\n def _resolve_alerts(conn: Connection, *, rule_id: str, entity_ids: Sequence[str] | None = None) -> int:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
      "tool_call_id": "call_2Ri1MII1oxxnIc5blYIWcyAk"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_WTvusMwPzeSHRfDqXVqd7Dja",
          "call_id": "call_WTvusMwPzeSHRfDqXVqd7Dja",
          "response_item_id": "fc_06478d620ac7753f016a085789272c81919718d3bedbf9c8e4",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"def get_fx_rate_to_chf(conn: Connection, *, base_currency: str, rate_date: str | None = None, resolve_fixed: bool = False) -> Decimal | None:\\n    base = base_currency.upper()\\n    if base == \\\"CHF\\\":\\n        _mark_chf_transactions_not_needed(conn)\\n        return Decimal(\\\"1\\\")\\n    row = latest_fx_rate(conn, base_currency=base, quote_currency=\\\"CHF\\\", rate_date=rate_date)\\n    if row is None:\\n        return None\\n    if resolve_fixed:\\n        _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=_transaction_instruments_for_currency(conn, base))\\n        conn.commit()\\n    return Decimal(str(row[\\\"rate\\\"]))\\n\\n\\ndef resolve_fx_rate_to_chf(\\n    conn: Connection,\\n    *,\\n    base_currency: str,\\n    rate_date: str | None = None,\\n    providers: Sequence[FxProvider] | None = None,\\n    persist: bool = True,\\n    resolve_fixed: bool = True,\\n) -> FxResolutionResult:\\n    \\\"\\\"\\\"Resolve FX to CHF for explicit user actions: local cache first, then providers.\\n\\n    Dashboard rendering must not call this. It is used by save/refresh buttons and CLI-style flows.\\n    \\\"\\\"\\\"\\n    base = base_currency.upper()\\n    effective_date = rate_date or utc_now()[:10]\\n    if base == \\\"CHF\\\":\\n        return FxResolutionResult(base_currency=base, rate=Decimal(\\\"1\\\"), source=\\\"not_needed\\\", status=\\\"not_needed\\\", rate_date=effective_date)\\n    row = latest_fx_rate(conn, base_currency=base, quote_currency=\\\"CHF\\\", rate_date=effective_date)\\n    if row is not None and row[\\\"rate\\\"] not in {None, \\\"\\\"}:\\n        if resolve_fixed:\\n            _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=_transaction_instruments_for_currency(conn, base))\\n            conn.commit()\\n        return FxResolutionResult(base_currency=base, rate=Decimal(str(row[\\\"rate\\\"])), source=f\\\"cache:{row['provider']}\\\", status=\\\"ok\\\", rate_date=row[\\\"rate_date\\\"])\\n\\n    if providers is None:\\n        from jarvis_finance.fx.providers import FrankfurterFxProvider, TwelveDataFxProvider\\n        providers = [FrankfurterFxProvider(), TwelveDataFxProvider()]\\n    last_warning: str | None = None\\n    for provider in providers:\\n        try:\\n            rate = provider.get_rate(base, \\\"CHF\\\", effective_date)\\n        except Exception as exc:\\n            last_warning = str(exc)\\n            continue\\n        if rate is None or rate <= 0:\\n            last_warning = f\\\"{getattr(provider, 'name', 'unknown')}:missing\\\"\\n            continue\\n        if persist:\\n            upsert_fx_rate(\\n                conn,\\n                base_currency=base,\\n                quote_currency=\\\"CHF\\\",\\n                rate_date=effective_date,\\n                rate=rate,\\n                provider=getattr(provider, \\\"name\\\", \\\"provider\\\"),\\n                rate_type=\\\"close\\\",\\n                quality_status=\\\"fresh\\\",\\n            )\\n            if resolve_fixed:\\n                _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=_transaction_instruments_for_currency(conn, base))\\n            conn.commit()\\n        return FxResolutionResult(base_currency=base, rate=rate, source=getattr(provider, \\\"name\\\", \\\"provider\\\"), status=\\\"ok\\\", rate_date=effective_date)\\n    return FxResolutionResult(base_currency=base, rate=None, source=\\\"missing\\\", status=\\\"missing\\\", rate_date=effective_date, warning=last_warning)\\n\",\"old_string\":\"def get_fx_rate_to_chf(conn: Connection, *, base_currency: str, rate_date: str | None = None, resolve_fixed: bool = False) -> Decimal | None:\\n    base = base_currency.upper()\\n    if base == \\\"CHF\\\":\\n        _mark_chf_transactions_not_needed(conn)\\n        return Decimal(\\\"1\\\")\\n    row = latest_fx_rate(conn, base_currency=base, quote_currency=\\\"CHF\\\", rate_date=rate_date)\\n    if row is None:\\n        return None\\n    if resolve_fixed:\\n        _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=_transaction_instruments_for_currency(conn, base))\\n        conn.commit()\\n    return Decimal(str(row[\\\"rate\\\"]))\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py\\n@@ -267,6 +267,61 @@\\n     return Decimal(str(row[\\\"rate\\\"]))\\n \\n \\n+def resolve_fx_rate_to_chf(\\n+    conn: Connection,\\n+    *,\\n+    base_currency: str,\\n+    rate_date: str | None = None,\\n+    providers: Sequence[FxProvider] | None = None,\\n+    persist: bool = True,\\n+    resolve_fixed: bool = True,\\n+) -> FxResolutionResult:\\n+    \\\"\\\"\\\"Resolve FX to CHF for explicit user actions: local cache first, then providers.\\n+\\n+    Dashboard rendering must not call this. It is used by save/refresh buttons and CLI-style flows.\\n+    \\\"\\\"\\\"\\n+    base = base_currency.upper()\\n+    effective_date = rate_date or utc_now()[:10]\\n+    if base == \\\"CHF\\\":\\n+        return FxResolutionResult(base_currency=base, rate=Decimal(\\\"1\\\"), source=\\\"not_needed\\\", status=\\\"not_needed\\\", rate_date=effective_date)\\n+    row = latest_fx_rate(conn, base_currency=base, quote_currency=\\\"CHF\\\", rate_date=effective_date)\\n+    if row is not None and row[\\\"rate\\\"] not in {None, \\\"\\\"}:\\n+        if resolve_fixed:\\n+            _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=_transaction_instruments_for_currency(conn, base))\\n+            conn.commit()\\n+        return FxResolutionResult(base_currency=base, rate=Decimal(str(row[\\\"rate\\\"])), source=f\\\"cache:{row['provider']}\\\", status=\\\"ok\\\", rate_date=row[\\\"rate_date\\\"])\\n+\\n+    if providers is None:\\n+        from jarvis_finance.fx.providers import FrankfurterFxProvider, TwelveDataFxProvider\\n+        providers = [FrankfurterFxProvider(), TwelveDataFxProvider()]\\n+    last_warning: str | None = None\\n+    for provider in providers:\\n+        try:\\n+            rate = provider.get_rate(base, \\\"CHF\\\", effective_date)\\n+        except Exception as exc:\\n+            last_warning = str(exc)\\n+            continue\\n+        if rate is None or rate <= 0:\\n+            last_warning = f\\\"{getattr(provider, 'name', 'unknown')}:missing\\\"\\n+            continue\\n+        if persist:\\n+            upsert_fx_rate(\\n+                conn,\\n+                base_currency=base,\\n+                quote_currency=\\\"CHF\\\",\\n+                rate_date=effective_date,\\n+                rate=rate,\\n+                provider=getattr(provider, \\\"name\\\", \\\"provider\\\"),\\n+                rate_type=\\\"close\\\",\\n+                quality_status=\\\"fresh\\\",\\n+            )\\n+            if resolve_fixed:\\n+                _resolve_alerts(conn, rule_id=\\\"missing_fx\\\", entity_ids=_transaction_instruments_for_currency(conn, base))\\n+            conn.commit()\\n+        return FxResolutionResult(base_currency=base, rate=rate, source=getattr(provider, \\\"name\\\", \\\"provider\\\"), status=\\\"ok\\\", rate_date=effective_date)\\n+    return FxResolutionResult(base_currency=base, rate=None, source=\\\"missing\\\", status=\\\"missing\\\", rate_date=effective_date, warning=last_warning)\\n+\\n+\\n def update_fx_rates(\\n     conn: Connection,\\n     *,\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/fx/rates.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_WTvusMwPzeSHRfDqXVqd7Dja"
    }
  ]
}