{
  "session_id": "20260516_155642_2e892d",
  "model": "gpt-5.5",
  "base_url": "https://chatgpt.com/backend-api/codex",
  "platform": "telegram",
  "session_start": "2026-05-16T16:28:55.699874",
  "last_updated": "2026-05-16T16:35:04.242746",
  "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) [97% — 1,340/1,375 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 safety gates; no mass imports without approval; aggregate-only reporting; hide real rows/values/raw IDs; polished User Mode dashboard. User has an OpenFIGI key available; never store/show the value.\n\nConversation started: Saturday, May 16, 2026 03:56 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', 'x_search', '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', 'x_search', '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": 301,
  "messages": [
    {
      "role": "user",
      "content": "[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal."
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_qqE1X4vodSsTOMG176nuQKS2",
          "call_id": "call_qqE1X4vodSsTOMG176nuQKS2",
          "response_item_id": "fc_03507daf03b84d1d016a081825a2948191bca31f4b12ebbdf2",
          "type": "function",
          "function": {
            "name": "skill_view",
            "arguments": "{\"name\":\"finance-system-architecture\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Setting up the OpenFIGI key**\n\nI see that we need the answer in German. It’s important to set up the OpenFIGI key properly, but I'm wondering if this is more about configuration rather than Hermes itself, which could be a finance-related aspect. The user seems to be asking where to place the API key, so I might want to focus on the relevant finance skill or even the finance system architecture. Let’s load the finance-system architecture for clarity!",
      "reasoning_content": "**Setting up the OpenFIGI key**\n\nI see that we need the answer in German. It’s important to set up the OpenFIGI key properly, but I'm wondering if this is more about configuration rather than Hermes itself, which could be a finance-related aspect. The user seems to be asking where to place the API key, so I might want to focus on the relevant finance skill or even the finance system architecture. Let’s load the finance-system architecture for clarity!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
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      "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 48 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---"
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      "reasoning_content": "**Testing page imports and functionality**\n\nI'm thinking I need to append some tests and possibly import page_03 from the pages package, since I'm currently importing page_12. I should add the import statement for page_00/page_03. The tests should ensure there are no technical columns in the dataframes, and I need to check for proper rendering on demo connections with specific assertions on button labels. It seems I also need to consider testing the main navigation and price updates effectively.\n**Appending tests for UX sprint**\n\nI'm planning to append tests to the test_dashboard_ux_sprint2. It's essential to ensure that we're covering all necessary aspects of the user experience in this sprint. I want to make sure the tests are thorough, checking for functionality, usability, and any potential bugs. Keeping a good structure in the test cases will help in identifying issues quickly. I really want to ensure that everything works smoothly for the users as intended.",
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      "reasoning": "**Inspecting label updates**\n\nI realize the existing tests expect old labels, which could be an issue since the tasks have changed. I’ll need to check the relevant file to see what updates might be necessary. Acceptance may need adjustments too. It could be a bit tedious, but ensuring everything aligns with the current tasks will be worth it. I want to make sure I’m thorough so that nothing gets overlooked in the process!",
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              "text": "**Inspecting label updates**\n\nI realize the existing tests expect old labels, which could be an issue since the tasks have changed. I’ll need to check the relevant file to see what updates might be necessary. Acceptance may need adjustments too. It could be a bit tedious, but ensuring everything aligns with the current tasks will be worth it. I want to make sure I’m thorough so that nothing gets overlooked in the process!"
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      "reasoning": "**Evaluating cleanup tasks**\n\nI need to figure out more tasks related to identifying and applying runtime cleanup. I should be cautious about potential side effects, especially since the task involves deactivating an audit and cleaning up archives. It might be wise to run this on the runtime database after ensuring there's a backup. I'll have to inspect settings and paths, maybe using the terminal. I also need to confirm the scope and check if there are any pending items from the previous context. So much to consider!",
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      "reasoning_content": "**Exploring documentation needs**\n\nI'm considering whether I need to create some documents, possibly related to a UX framework evaluation. I think a search for existing files might not yield anything, but I could create a new document for that. It could be helpful to look for Google Drive templates, but the user hasn't provided any specifics. I could check if there are templates in Drive using the GOG password I have, while still being cautious about secrets.",
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          "summary": []
        }
      ]
    },
    {
      "role": "tool",
      "content": "[terminal] ran `GOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive ls --...` -> exit 0, 1 lines output",
      "tool_call_id": "call_VsjwrFlVwWPnqPgyeIh7c0ee"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_Q93pFbdgjEYqlnBrYy3H5GMM",
          "call_id": "call_Q93pFbdgjEYqlnBrYy3H5GMM",
          "response_item_id": "fc_0fb1d66aceb6ab54016a08758f88508191b34ac74b18e43a71",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"GOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive ls --parent 1-ZtP8NDYJqRIgrDWNjYZj21MCwxMwzYx --max 100 -j --results-only --no-input --select=id,name,mimeType,modifiedTime 2>/dev/null | python -c 'import sys,json; data=json.load(sys.stdin); print(\\\"count\\\",len(data)); [print(f\\\"{x.get(\\\\\\\"name\\\\\\\")} | {x.get(\\\\\\\"mimeType\\\\\\\")} | {x.get(\\\\\\\"id\\\\\\\")}\\\") for x in data]'\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Checking file issues**\n\nI'm thinking maybe the Python pipe failed because of the head command? But you know what? It doesn't really matter. I’ll check out the folder labeled “02 Vorlagen.” I just need to see if the files there are what I'm looking for or if there’s something else I need to consider. Let's see what I can find!",
      "reasoning_content": "**Checking file issues**\n\nI'm thinking maybe the Python pipe failed because of the head command? But you know what? It doesn't really matter. I’ll check out the folder labeled “02 Vorlagen.” I just need to see if the files there are what I'm looking for or if there’s something else I need to consider. Let's see what I can find!",
      "codex_reasoning_items": [
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          "id": "rs_0fb1d66aceb6ab54016a08758dafbc819180f9da4f17bf6807",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Checking file issues**\n\nI'm thinking maybe the Python pipe failed because of the head command? But you know what? It doesn't really matter. I’ll check out the folder labeled “02 Vorlagen.” I just need to see if the files there are what I'm looking for or if there’s something else I need to consider. Let's see what I can find!"
            }
          ]
        }
      ]
    },
    {
      "role": "tool",
      "content": "[terminal] ran `GOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive ls --...` -> exit 1, 1 lines output",
      "tool_call_id": "call_Q93pFbdgjEYqlnBrYy3H5GMM"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_S4M8fSBvxCP2GqYM6ycRz42U",
          "call_id": "call_S4M8fSBvxCP2GqYM6ycRz42U",
          "response_item_id": "fc_0e011dfc2f527d34016a0875949f9481918b42e09ec4d1956f",
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          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"GOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive ls --parent 1-ZtP8NDYJqRIgrDWNjYZj21MCwxMwzYx --max 100 -j --results-only --no-input --select=id,name,mimeType,modifiedTime 2>/dev/null | python - <<'PY'\\nimport sys,json\\ndata=json.load(sys.stdin)\\nprint('count', len(data))\\nfor x in data:\\n print('{} | {} | {}'.format(x.get('name'), x.get('mimeType'), x.get('id')))\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "[terminal] ran `GOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive ls --...` -> exit 1, 1 lines output",
      "tool_call_id": "call_S4M8fSBvxCP2GqYM6ycRz42U"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_Twzy4S5qvKjRumWvA9bEGnKz",
          "call_id": "call_Twzy4S5qvKjRumWvA9bEGnKz",
          "response_item_id": "fc_0b795ecf5e11565b016a08759d0d0c819181f6491d85a70599",
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          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"GOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive ls --parent 1-ZtP8NDYJqRIgrDWNjYZj21MCwxMwzYx --max 100 -j --results-only --no-input --select=id,name,mimeType,modifiedTime 2>&1 | head -100\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "codex_reasoning_items": [
        {
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          "encrypted_content": "gAAAAABqCHWdjajrUsLfhZhjfF5wRej6v0XlAAUID01UVxTaYn_zpfEIxLmDRoFXKc8IqRbOG4Y5BGiv2LEKTvegmyj8CQJLN3vs2grARheNYK-OnhQEy9FBdYUjGU4dzw9_vZEBXvurv7S3jqOY51B-SY_f8z83KP7z2hcquFOscSgKFIoXAWXqmPKotE6FaGi_l-SU6kVRqjsv21XlpTS8PEidG8Ok_dA1sS9gPNr6GYwGBGO7YII9TThoWxuaxiONE0LPkjRIirJ537GxCc7IJ6dlgJFP3F11AeR7nj1UIzj2vS6xmRuJQt9-w09rTWxAXaYUJ__VCkyGVD4dumLmqyAKBb_4Ad2kAUdf7CR4H0oRKTWi25TbAIbfdecvKgy7DI2v6gg9P1xD34hfjHHoJvcyJG5SWzdSmbsZpd3sZQMZ28Wa1Ly1JQmE5a4Fntxzj5f8r2mtRahDixTze--JCqhc8FtE2r9PfmtmIb5tg7eZAwqd7oWSvyOA94hlfzQWQHFiGE-ywLn5azAzdKE9Cl6pyGoTNR7PiDziFIaHoQ5Rx-OXG-Qy5UiRp7DLKpH_rnRMO75GAAlOO7gelew9yl0ejwgtc-byR8LDBZtbPdk5YoyFeVaTB8uYR9UQXPWB4i3MkAUy4DDYplL4CSPjmYZ-L7o-zx9OqL_SNGLo9ymSCHiGVZt_XEm9DjcmO5nj25kxq2G9mckc6v8d2v-7Ny3AI_5eUT7dTH7Yd7IPvXKXPkjRJ7WNG1mntrTqd_zzJ1-XzdFjtxqaQ1FbIR-ePrv2dAhdTsflgKcvWWIZy4jeYwTJH2vi7EsobTvk7lQ7etxsIwu0vuelDICeBtW7VPmHQAgsK18ZgpB-BHwZzYPfkgsUMmRYA2ZsXMd_0QtrGRQ4-rS2TW4tKppT8QG6KeE_fqfqjinaGMhU1fKJ8eK1i5jj0G1W-t-OB1jcKdsLo9Rm2XIF-6KLBOUQS_nSbjroDKXPb32_9drfU8vhDS58pRr377xEXSsiIRaYyEdJuaJ7oB8kHAeRZ3Gw0SmszbsCvTabBg==",
          "id": "rs_0b795ecf5e11565b016a08759a84808191a9979a2a1a0d531d",
          "summary": []
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      ]
    },
    {
      "role": "tool",
      "content": "[terminal] ran `GOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive ls --...` -> exit 0, 1 lines output",
      "tool_call_id": "call_Twzy4S5qvKjRumWvA9bEGnKz"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_FKXtwcCyv73ixyZs3lLTBvwi",
          "call_id": "call_FKXtwcCyv73ixyZs3lLTBvwi",
          "response_item_id": "fc_0c5fbe9bc3fb38ef016a0875a2bbc48191a8f76f6d9e114d5c",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"gog drive download --help | sed -n '1,100p'\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Analyzing UX inspiration**\n\nI need to analyze UX inspiration, but I can't directly access the repository's raw data. So, I'm thinking about downloading it temporarily to a location like /tmp, examine it, and then delete it afterward. I might be able to use Gog download help for that. This way, I'll have the data I need without cluttering up my system. Overall, it seems to be a good plan!",
      "reasoning_content": "**Analyzing UX inspiration**\n\nI need to analyze UX inspiration, but I can't directly access the repository's raw data. So, I'm thinking about downloading it temporarily to a location like /tmp, examine it, and then delete it afterward. I might be able to use Gog download help for that. This way, I'll have the data I need without cluttering up my system. Overall, it seems to be a good plan!",
      "codex_reasoning_items": [
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          "id": "rs_0c5fbe9bc3fb38ef016a0875a086508191b6586ae43c13b2cc",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Analyzing UX inspiration**\n\nI need to analyze UX inspiration, but I can't directly access the repository's raw data. So, I'm thinking about downloading it temporarily to a location like /tmp, examine it, and then delete it afterward. I might be able to use Gog download help for that. This way, I'll have the data I need without cluttering up my system. Overall, it seems to be a good plan!"
            }
          ]
        }
      ]
    },
    {
      "role": "tool",
      "content": "[terminal] ran `gog drive download --help | sed -n '1,100p'` -> exit 0, 1 lines output",
      "tool_call_id": "call_FKXtwcCyv73ixyZs3lLTBvwi"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_eGRAhp7r8G8WJCsxsYTVV1YG",
          "call_id": "call_eGRAhp7r8G8WJCsxsYTVV1YG",
          "response_item_id": "fc_09b2844c75c45187016a0875a7ef24819196b2b2eb3ae1f218",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\": \"mkdir -p /tmp/finance_driveux && GOG_KEYRING_PASSWORD='LammBitch30' gog -a friday.uplink@gmail.com drive download 159Jc2LX9eZ0aVWmaWvvgzKskogGZwn-_ --out /tmp/finance_driveux/positionen.webp --no-inpu...[truncated]\", \"timeout\": 180, \"workdir\": \"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "[terminal] ran `mkdir -p /tmp/finance_driveux && GOG_KEYRING_PASSWORD='LammBitch30' gog -a fr...` -> exit 0, 1 lines output",
      "tool_call_id": "call_eGRAhp7r8G8WJCsxsYTVV1YG"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_U4jfGQ1qd5UTViSfXvgQC6Oa",
          "call_id": "call_U4jfGQ1qd5UTViSfXvgQC6Oa",
          "response_item_id": "fc_03ffc8b281d8e40e016a0875b634ac819186b6d8461aaa1b92",
          "type": "function",
          "function": {
            "name": "vision_analyze",
            "arguments": "{\"image_url\":\"/tmp/finance_driveux/dashboard.jpg\",\"question\":\"Beschreibe nur UX/Layout-Inspiration für ein Portfolio-Dashboard: Informationsarchitektur, Gruppierung, Aktionen, visuelle Hierarchie. Keine sensiblen Werte transkribieren.\"}"
          }
        },
        {
          "id": "call_jsTkrCTLk8tigE3LNc7Mb2cA",
          "call_id": "call_jsTkrCTLk8tigE3LNc7Mb2cA",
          "response_item_id": "fc_03ffc8b281d8e40e016a0875b6422c8191ab52eeb7067ed87e",
          "type": "function",
          "function": {
            "name": "vision_analyze",
            "arguments": "{\"image_url\":\"/tmp/finance_driveux/positionen.webp\",\"question\":\"Beschreibe nur UX/Layout-Inspiration für eine Portfolio-Positionen-Seite: Tabellenstruktur, Gruppierung, Detail/Actions, visuelle Hierarchie. Keine sensiblen Werte transkribieren.\"}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "{\"error\": \"Only real image files are supported for vision analysis.\", \"success\": false}",
      "tool_call_id": "call_U4jfGQ1qd5UTViSfXvgQC6Oa"
    },
    {
      "role": "tool",
      "content": "Image loaded into your context — you can see it natively now. Use your built-in vision to answer the user.\n\nQuestion: Beschreibe nur UX/Layout-Inspiration für eine Portfolio-Positionen-Seite: Tabellenstruktur, Gruppierung, Detail/Actions, visuelle Hierarchie. Keine sensiblen Werte transkribieren.\n[screenshot removed to save context]",
      "tool_call_id": "call_jsTkrCTLk8tigE3LNc7Mb2cA"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_AuuTWfjNYocN2J2XsfJfg232",
          "call_id": "call_AuuTWfjNYocN2J2XsfJfg232",
          "response_item_id": "fc_0c969b22346f43cd016a0875bbbce48191a09c7bf7311174b8",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"file /tmp/finance_driveux/dashboard.jpg /tmp/finance_driveux/positionen.webp && python - <<'PY'\\nfrom PIL import Image\\nfor src,dst in [('/tmp/finance_driveux/dashboard.jpg','/tmp/finance_driveux/dashboard.png'),('/tmp/finance_driveux/positionen.webp','/tmp/finance_driveux/positionen.png')]:\\n im=Image.open(src); im.save(dst); print(dst, im.size)\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Evaluating the image issue**\n\nI’m pondering whether a failed JPG could actually be the problem. It might help to consider the context of the vision that shows its position. Maybe I should convert the JPG, but I can also use the image I’ve seen. It seems like I’ll need a dashboard, maybe even a browser for this task. I’m thinking about converting it with the file I have. Let's sort this out!",
      "reasoning_content": "**Evaluating the image issue**\n\nI’m pondering whether a failed JPG could actually be the problem. It might help to consider the context of the vision that shows its position. Maybe I should convert the JPG, but I can also use the image I’ve seen. It seems like I’ll need a dashboard, maybe even a browser for this task. I’m thinking about converting it with the file I have. Let's sort this out!",
      "codex_reasoning_items": [
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      "reasoning_content": "**Looking into document assessment**\n\nI noticed there are images present, but it seems I might need to assess the documentation in the repository. I should inspect the documentation directories to find relevant files. However, the search for files showed no documentation, so I’ll need to list the top files to see what’s available. This will help me understand the situation better and figure out the next steps!",
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      "reasoning_content": "**Assessing documentation needs**\n\nI think I need to write a documentation assessment. First, I should inspect the existing documents to get a better understanding of what's already there. This will help me figure out what needs updating or adding. It seems like a preliminary step before I dive into any writing. I'll take my time to ensure everything is clear and meets the user’s needs effectively. Let's go through the current docs carefully!",
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      "reasoning": "**Evaluating user interface and functionality**\n\nI need to include an assessment of Dash and NiceGUI for usability. I also want to evaluate the Drive UX with a patch. Additionally, inspecting browser pages quickly will be crucial. I'll need to click through the pages and take snapshots to gather insights. It seems straightforward, but I want to make sure I'm thorough in my exploration to get a clear picture of the user experience.",
      "reasoning_content": "**Evaluating user interface and functionality**\n\nI need to include an assessment of Dash and NiceGUI for usability. I also want to evaluate the Drive UX with a patch. Additionally, inspecting browser pages quickly will be crucial. I'll need to click through the pages and take snapshots to gather insights. It seems straightforward, but I want to make sure I'm thorough in my exploration to get a clear picture of the user experience.",
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            {
              "type": "summary_text",
              "text": "**Inspecting project scripts**\n\nI need to take a closer look at the pyproject scripts. There might be specific configurations or dependencies that require my attention. I should check for any potential issues that could arise from the scripts, and ensure everything is set up correctly. Once I inspect them, I’ll be in a better position to support the user effectively. It feels important to get this right!"
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      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import re\\n     4|from dataclasses import dataclass\\n     5|from pathlib import Path\\n     6|\\n     7|FORBIDDEN_SUFFIXES = {\\\".db\\\", \\\".sqlite\\\", \\\".sqlite3\\\", \\\".dump\\\", \\\".parquet\\\", \\\".xlsx\\\", \\\".xls\\\", \\\".pdf\\\", \\\".docx\\\", \\\".key\\\", \\\".pem\\\", \\\".p12\\\", \\\".pfx\\\"}\\n     8|FORBIDDEN_NAMES = {\\\".env\\\", \\\".env.local\\\", \\\"credentials.json\\\", \\\"token.json\\\"}\\n     9|FORBIDDEN_NAME_PATTERNS = [re.compile(r\\\"github[_-]?token\\\", re.I), re.compile(r\\\".*secret.*\\\", re.I), re.compile(r\\\".*credential.*\\\", re.I)]\\n    10|FORBIDDEN_TOP_LEVEL_DIRS = {\\\"data\\\", \\\"imports\\\", \\\"exports\\\", \\\"reports\\\", \\\"backups\\\", \\\"secrets\\\", \\\"logs\\\", \\\"local_runtime\\\", \\\"runtime\\\", \\\"db\\\", \\\"databases\\\"}\\n    11|FORBIDDEN_RUNTIME_PARTS = {\\\".pytest_cache\\\", \\\".mypy_cache\\\", \\\".ruff_cache\\\"}\\n    12|SECRET_PATTERNS = [\\n    13|    (\\\"github_pat\\\", re.compile(r\\\"github_pat_[A-Za-z0-9_]{20,}\\\")),\\n    14|    (\\\"github_ghp\\\", re.compile(r\\\"gh[pousr]_[A-Za-z0-9_]{20,}\\\")),\\n    15|    (\\\"private_key\\\", re.compile(r\\\"-----BEGIN (?:RSA |OPENSSH |EC |DSA )?PRIVATE KEY-----\\\")),\\n    16|    (\\\"aws_access_key\\\", re.compile(r\\\"AKIA[0-9A-Z]{16}\\\")),\\n    17|    (\\\"api_key_assignment\\\", re.compile(r\\\"(?i)(api[_-]?key|token|secret)\\\\s*=\\\\s*['\\\\\\\"]?[A-Za-z0-9_\\\\-]{20,}\\\")),\\n    18|    (\\\"gog_password\\\", re.compile(r\\\"GOG_KEYRING_PASSWORD\\\\s*=\\\")),\\n    19|]\\n    20|ALLOW_PREFIXES = (\\\"examples/synthetic/\\\", \\\"tests/fixtures/\\\", \\\"config.example/\\\")\\n    21|ALLOW_SECRET_MARKER_PATHS = {\\n    22|    \\\"src/jarvis_finance/quality/git_safety.py\\\",\\n    23|    \\\"tests/unit/test_git_safety.py\\\",\\n    24|    \\\"tests/integration/test_dummy_data_load.py\\\",\\n    25|}\\n    26|\\n    27|@dataclass(frozen=True)\\n    28|class SafetyFinding:\\n    29|    path: str\\n    30|    reason: str\\n    31|\\n    32|def _rel(path: Path, root: Path) -> str:\\n    33|    return path.relative_to(root).as_posix()\\n    34|\\n    35|def is_allowed_exception(rel: str) -> bool:\\n    36|    return rel.startswith(ALLOW_PREFIXES)\\n    37|\\n    38|def scan_path(root: str | Path) -> list[SafetyFinding]:\\n    39|    root = Path(root).resolve(); findings: list[SafetyFinding] = []\\n    40|    for path in root.rglob(\\\"*\\\"):\\n    41|        if \\\".git\\\" in path.parts or path.is_dir() or \\\"__pycache__\\\" in path.parts:\\n    42|            continue\\n    43|        rel = _rel(path, root); rel_parts = Path(rel).parts\\n    44|        if any(part in FORBIDDEN_RUNTIME_PARTS for part in rel_parts):\\n    45|            findings.append(SafetyFinding(rel, \\\"runtime_cache_file_blocked\\\")); continue\\n    46|        if rel_parts and rel_parts[0] in FORBIDDEN_TOP_LEVEL_DIRS and not is_allowed_exception(rel):\\n    47|            findings.append(SafetyFinding(rel, \\\"runtime_or_real_data_directory_blocked\\\"))\\n    48|        lower_name = path.name.lower()\\n    49|        if lower_name in FORBIDDEN_NAMES:\\n    50|            findings.append(SafetyFinding(rel, \\\"forbidden_secret_filename\\\"))\\n    51|        if any(p.search(path.name) for p in FORBIDDEN_NAME_PATTERNS):\\n    52|            findings.append(SafetyFinding(rel, \\\"forbidden_secret_like_filename\\\"))\\n    53|        if path.suffix.lower() in {\\\".csv\\\", \\\".json\\\"} and not is_allowed_exception(rel):\\n    54|            findings.append(SafetyFinding(rel, \\\"csv_json_only_allowed_in_examples_synthetic_or_tests_fixtures\\\"))\\n    55|        if path.suffix.lower() in FORBIDDEN_SUFFIXES and not is_allowed_exception(rel):\\n    56|            findings.append(SafetyFinding(rel, f\\\"forbidden_file_type:{path.suffix.lower()}\\\"))\\n    57|        if rel in ALLOW_SECRET_MARKER_PATHS:\\n    58|            continue\\n    59|        try:\\n    60|            text = path.read_text(encoding=\\\"utf-8\\\", errors=\\\"ignore\\\")\\n    61|        except OSError:\\n    62|            continue\\n    63|        for label, pattern in SECRET_PATTERNS:\\n    64|            if pattern.search(text):\\n    65|                findings.append(SafetyFinding(rel, f\\\"secret_pattern:{label}\\\"))\\n    66|    return findings\\n    67|\\n    68|def assert_safe(root: str | Path) -> None:\\n    69|    findings = scan_path(root)\\n    70|    if findings:\\n    71|        details = \\\"\\\\n\\\".join(f\\\"{f.path}: {f.reason}\\\" for f in findings)\\n    72|        raise ValueError(f\\\"Git safety scan failed:\\\\n{details}\\\")\\n    73|\", \"total_lines\": 72, \"file_size\": 3606, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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      "content": "{\"output\": \"........................................................................ [ 23%]\\n.......F.........................F........F.F........................... [ 46%]\\n........................................................................ [ 69%]\\n........................................................................ [ 92%]\\n.......................                                                  [100%]\\n=================================== FAILURES ===================================\\n________________ test_auto_streamlit_page_stubs_are_not_present ________________\\n\\n    def test_auto_streamlit_page_stubs_are_not_present() -> None:\\n        pages_dir = Path(\\\"src/jarvis_finance/dashboard/pages\\\")\\n        numeric_pages = sorted(p.name for p in pages_dir.glob(\\\"[0-9][0-9]_*.py\\\"))\\n        assert numeric_pages == []\\n>       assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\nE       AssertionError: assert ['Command Cen...n', 'Reports'] == ['Command Cen...n', 'Reports']\\nE         \\nE         At index 1 diff: 'Portfolio' != 'Crypto'\\nE         Use -v to get more diff\\n\\ntests/unit/test_dashboard_functional_ux_stabilization.py:19: AssertionError\\n__________ test_equity_page_refreshes_valuation_from_mapped_provider ___________\\n\\nmonkeypatch = <_pytest.monkeypatch.MonkeyPatch object at 0x7356860f56d0>\\n\\n    def test_equity_page_refreshes_valuation_from_mapped_provider(monkeypatch) -> None:\\n        conn, account_id, catalog_id = setup_equity_conn()\\n        upsert_fx_rate(conn, base_currency=\\\"USD\\\", quote_currency=\\\"CHF\\\", rate_date=\\\"2026-01-15\\\", rate=Decimal(\\\"0.90\\\"), provider=\\\"mock\\\", rate_type=\\\"close\\\")\\n        add_manual_position_from_catalog(\\n            conn,\\n            catalog_entry_id=catalog_id,\\n            account_id=account_id,\\n            position_type=\\\"initial_snapshot\\\",\\n            quantity_text=\\\"2\\\",\\n            trade_date=\\\"2026-01-15\\\",\\n            currency=\\\"USD\\\",\\n            cost_basis_original_text=\\\"100\\\",\\n            note=\\\"synthetic unvalued position\\\",\\n            confirm=True,\\n        )\\n        monkeypatch.setattr(page_03_equities_etfs, \\\"equity_price_provider_by_name\\\", lambda _name: MockEquityPriceProvider({\\\"SYNV\\\": \\\"50\\\"}, currency=\\\"USD\\\"))\\n    \\n        st = FakeStreamlit(button_presses={\\\"Bewertung aktualisieren\\\"})\\n        page_03_equities_etfs.render(st, conn)\\n    \\n        text = _visible_text(st)\\n        assert \\\"Bewertung aktualisieren\\\" in text\\n>       assert \\\"Bewertung aktualisiert\\\" in text\\nE       AssertionError: assert 'Bewertung aktualisiert' in 'Portfolio\\\\nBedienbare User-Ansicht für Cash, Aktien und ETFs. Keine DOCX-/Review-Rohdaten, keine technischen IDs, kei...function _go_to_add_position at 0x73568630cc20>\\\\n(<test_dashboard_ux_sprint2.FakeStreamlit object at 0x735686255710>,)'\\n\\ntests/unit/test_dashboard_mvp_regressions.py:152: AssertionError\\n_ test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent _\\n\\n    def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:\\n>       assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\nE       AssertionError: assert ['Command Cen...n', 'Reports'] == ['Command Cen...n', 'Reports']\\nE         \\nE         At index 1 diff: 'Portfolio' != 'Crypto'\\nE         Use -v to get more diff\\n\\ntests/unit/test_dashboard_usability_simplification.py:23: AssertionError\\n________ test_equities_empty_state_has_add_button_and_routes_to_wizard _________\\n\\n    def test_equities_empty_state_has_add_button_and_routes_to_wizard() -> None:\\n        conn = connect_memory()\\n        apply_migrations(conn)\\n        st = FakeStreamlit(button_presses={\\\"Aktie/ETF hinzufügen\\\"})\\n        page_03_equities_etfs.render(st, conn)\\n        text = _visible_text(st)\\n>       assert \\\"Noch keine Aktien oder ETFs erfasst.\\\" in text\\nE       AssertionError: assert 'Noch keine Aktien oder ETFs erfasst.' in 'Portfolio\\\\nBedienbare User-Ansicht für Cash, Aktien und ETFs. Keine DOCX-/Review-Rohdaten, keine technischen IDs, kei...function _go_to_add_position at 0x73568630cc20>\\\\n(<test_dashboard_ux_sprint2.FakeStreamlit object at 0x73568613b810>,)'\\n\\ntests/unit/test_dashboard_usability_simplification.py:53: AssertionError\\n=========================== short test summary info ============================\\nFAILED tests/unit/test_dashboard_functional_ux_stabilization.py::test_auto_streamlit_page_stubs_are_not_present\\nFAILED tests/unit/test_dashboard_mvp_regressions.py::test_equity_page_refreshes_valuation_from_mapped_provider\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent\\nFAILED tests/unit/test_dashboard_usability_simplification.py::test_equities_empty_state_has_add_button_and_routes_to_wizard\\n4 failed, 307 passed in 20.74s\", \"exit_code\": 1, \"error\": null}",
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      "reasoning_content": "**Figuring out tests and code issues**\n\nI need to fix some tests or code because the existing tests have outdated expectations. It’s essential to update these tests. I'm noticing that the success check is missing, and it might be due to the `st.spinner` context. So, I'll need to inspect `page_03` specifically around the refresh area to see what's going on there. Just gotta make sure I'm thorough with this to get it all right!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqCHcUPiB_5m6m84MLt2xJMKs2dM-2V6Pflm-XnrPIMAYPuq4I2YazO7JByVZnYSHRoMouqj1XNhB2OELgqzc3c-XmzsiQg4dgNbmaqwLsHo6tFV5EQB6-aaoh03y-DzDRQVr39qsKxlAP1GrQdvX5og_Yv93k-ex-_eG7cwJ4k-H67itXMFRAuLrMB76IL0hK0z9oI6Yrf9sUL3Bfn90ArO6DR84gjT-OxO1t50GPmpnLy9Kc97QaDZ-rJTu250EH4YXRExUdoaTqN0Ev37C7PEmMrgIwCrkvDtRNCGMfK9WWulekau8cxD7Qw697vw804aP_JEKnPIFQmjyQyfAdP3khHypoLrPCdZkhtrwaJ1bVguUJ6z5NOMCbvKHh2XALqW9lSlc_86eTxAZonSftFM09Rfz-0siWIErfWsTxCGrl_XBvQep9A8gwLZGTSmZVHE_UJDMsBE_LXJRyVuJsP28FJjw4JGQfm2wOslLgACVPlnhfhD9dj39dfcFuZ8YvFB_20cMnv8wVNBtXAA_8Gul_n_q9Rg6B9rAFvGvV2Crh05APSlSrvL-LtPTKbF7iiWpCZOw_PMMrh33JRRKLF3TIDYkDYDLu2uh7noKUsK7DMMq1uYZZZQT8nD9a9TMz9poj6o3mf9VysejxzEMncNoxq3vns3-j-d1-IRiKb8fzHCArk0uYvSHUyxsq3omrBgZSLY2BkFOe3Ikv2pHVWkS0SDbVwZ7MSYHduZwKHhDZd20TGJf-eE9hS2YWjSWlKMswC_y7HUKkAJIjOgLijv1-rowqyVf6bwkrTRsTMGaV77mAWb3CAws1w7S1MB29IbFrbKaXIcxgDGlX0uxdgGezKL3Wc7EyZ_E9_TJRpjN-XfJ8oU7Z-FTdFCAxEVexGFw0TA-R4Ccr6cOk95pfGLzJ-l9OZ3HuVPbnkJO3c0t2nnWaNmeeFaFIqQJEg5ijvmgNbcJJroxAIclmiHjfIXkFWzX9yzQVw7mjN9IIo4efNT_RSN65gAZLRChSYYK0EpR1libV2IvYbU1MeOffDjzABuivHSqY1s0V3AuACpCIFU-46KLAhGtGlZM0gqU7yke1Xbo3rr9rHSZq16WRCaRpaA==",
          "id": "rs_0db6a6836beb65f3016a0877121f2481918390a05e2f97f3f3",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Figuring out tests and code issues**\n\nI need to fix some tests or code because the existing tests have outdated expectations. It’s essential to update these tests. I'm noticing that the success check is missing, and it might be due to the `st.spinner` context. So, I'll need to inspect `page_03` specifically around the refresh area to see what's going on there. Just gotta make sure I'm thorough with this to get it all right!"
            }
          ]
        }
      ]
    },
    {
      "role": "tool",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from decimal import Decimal\\n     4|\\n     5|from jarvis_finance.dashboard.actions import action_button, edit_mode_enabled, read_only_hint\\n     6|from jarvis_finance.dashboard.components.tables import show_table\\n     7|from jarvis_finance.dashboard import data\\n     8|from jarvis_finance.equity.manage import add_equity_transaction\\n     9|from jarvis_finance.market_data.prices import equity_price_provider_by_name, refresh_market_prices\\n    10|\\n    11|PAGE_TITLE = \\\"Portfolio\\\"\\n    12|\\n    13|\\n    14|def _go_to_add_position(st) -> None:\\n    15|    if hasattr(st, \\\"session_state\\\"):\\n    16|        st.session_state[\\\"jarvis_requested_page\\\"] = \\\"Position hinzufügen\\\"\\n    17|\\n    18|\\n    19|def _equity_rows(conn) -> list[dict]:\\n    20|    return [\\n    21|        r for r in data.get_positions(conn)\\n    22|        if str(r.get(\\\"asset_class\\\", \\\"\\\")).lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}\\n    23|        and data.d(r.get(\\\"quantity\\\")) != 0\\n    24|        and str(r.get(\\\"instrument_status\\\", \\\"\\\")).lower() != \\\"inactive\\\"\\n    25|    ]\\n    26|\\n    27|\\n    28|def _cash_rows(conn) -> list[dict]:\\n    29|    rows: list[dict] = []\\n    30|    for row in data.get_cash_overview(conn):\\n    31|        if data.d(row.get(\\\"amount_original\\\")) == 0:\\n    32|            continue\\n    33|        key = f\\\"cash::{row.get('platform','')}::{row.get('account_name','')}::{row.get('currency','')}\\\"\\n    34|        rows.append({\\n    35|            \\\"_kind\\\": \\\"cash\\\",\\n    36|            \\\"_key\\\": key,\\n    37|            \\\"account_id\\\": row.get(\\\"account_id\\\", \\\"\\\"),\\n    38|            \\\"instrument_id\\\": \\\"\\\",\\n    39|            \\\"platform\\\": row.get(\\\"platform\\\", \\\"\\\"),\\n    40|            \\\"account_name\\\": row.get(\\\"account_name\\\", \\\"\\\"),\\n    41|            \\\"asset_class\\\": \\\"cash\\\",\\n    42|            \\\"name\\\": row.get(\\\"account_name\\\") or row.get(\\\"platform\\\") or \\\"Cash\\\",\\n    43|            \\\"ticker\\\": \\\"\\\",\\n    44|            \\\"isin\\\": \\\"\\\",\\n    45|            \\\"quantity\\\": row.get(\\\"amount_original\\\", \\\"\\\"),\\n    46|            \\\"currency\\\": row.get(\\\"currency\\\", \\\"\\\"),\\n    47|            \\\"market_price_original\\\": \\\"1\\\" if row.get(\\\"currency\\\") == \\\"CHF\\\" else \\\"\\\",\\n    48|            \\\"price_currency\\\": row.get(\\\"currency\\\", \\\"\\\"),\\n    49|            \\\"price_date\\\": \\\"\\\",\\n    50|            \\\"price_provider\\\": \\\"cash ledger\\\",\\n    51|            \\\"market_value_chf\\\": row.get(\\\"amount_chf\\\", \\\"\\\"),\\n    52|            \\\"price_status\\\": \\\"ok\\\" if row.get(\\\"amount_chf\\\") else \\\"missing_fx\\\",\\n    53|            \\\"fx_status\\\": \\\"ok\\\" if row.get(\\\"amount_chf\\\") else \\\"missing_fx\\\",\\n    54|            \\\"cost_basis_chf\\\": \\\"\\\",\\n    55|            \\\"quality_warnings\\\": \\\"\\\" if row.get(\\\"amount_chf\\\") else \\\"missing_fx\\\",\\n    56|            \\\"data_quality_status\\\": row.get(\\\"quality_status\\\", \\\"\\\"),\\n    57|        })\\n    58|    return rows\\n    59|\\n    60|\\n    61|def _portfolio_rows(conn) -> list[dict]:\\n    62|    rows: list[dict] = []\\n    63|    for row in _cash_rows(conn):\\n    64|        rows.append(row)\\n    65|    for row in _equity_rows(conn):\\n    66|        item = dict(row)\\n    67|        item[\\\"_kind\\\"] = \\\"position\\\"\\n    68|        item[\\\"_key\\\"] = f\\\"position::{row.get('account_id')}::{row.get('instrument_id')}\\\"\\n    69|        rows.append(item)\\n    70|    return rows\\n    71|\\n    72|\\n    73|def _asset_type(row: dict) -> str:\\n    74|    asset = str(row.get(\\\"asset_class\\\", \\\"\\\")).lower()\\n    75|    if asset == \\\"cash\\\":\\n    76|        return \\\"Cash\\\"\\n    77|    return \\\"ETF\\\" if asset == \\\"etf\\\" else \\\"Aktie\\\"\\n    78|\\n    79|\\n    80|def _status(row: dict) -> str:\\n    81|    if _asset_type(row) == \\\"Cash\\\":\\n    82|        return \\\"Bewertet\\\" if row.get(\\\"market_value_chf\\\") else \\\"FX fehlt\\\"\\n    83|    warnings = set(str(row.get(\\\"quality_warnings\\\") or \\\"\\\").split(\\\",\\\"))\\n    84|    if not row.get(\\\"market_price_original\\\"):\\n    85|        return \\\"Preis fehlt\\\"\\n    86|    if \\\"missing_fx\\\" in warnings or row.get(\\\"fx_status\\\") == \\\"missing_fx\\\" or (row.get(\\\"price_currency\\\") not in {\\\"\\\", \\\"CHF\\\"} and not row.get(\\\"market_value_chf\\\")):\\n    87|        return \\\"FX fehlt\\\"\\n    88|    if \\\"cost_basis_uncertain\\\" in warnings or not row.get(\\\"cost_basis_chf\\\"):\\n    89|        return \\\"Einstand unvollständig\\\"\\n    90|    if row.get(\\\"market_value_chf\\\"):\\n    91|        return \\\"Bewertet\\\"\\n    92|    return \\\"Unvollständig\\\"\\n    93|\\n    94|\\n    95|def _market_value(row: dict) -> str:\\n    96|    return data.chf_text(row.get(\\\"market_value_chf\\\")) if row.get(\\\"market_value_chf\\\") else \\\"nicht vollständig bewertet\\\"\\n    97|\\n    98|\\n    99|def _price(row: dict) -> str:\\n   100|    if _asset_type(row) == \\\"Cash\\\":\\n   101|        return \\\"1\\\" if row.get(\\\"currency\\\") == \\\"CHF\\\" else \\\"FX offen\\\"\\n   102|    return row.get(\\\"market_price_original\\\") or \\\"Preis fehlt\\\"\\n   103|\\n   104|\\n   105|def _table_row(row: dict) -> dict[str, str]:\\n   106|    return {\\n   107|        \\\"Name\\\": row.get(\\\"name\\\", \\\"\\\"),\\n   108|        \\\"Ticker\\\": row.get(\\\"ticker\\\", \\\"\\\"),\\n   109|        \\\"ISIN\\\": row.get(\\\"isin\\\", \\\"\\\"),\\n   110|        \\\"Depot\\\": row.get(\\\"platform\\\") or row.get(\\\"account_name\\\", \\\"\\\"),\\n   111|        \\\"Assettyp\\\": _asset_type(row),\\n   112|        \\\"Menge/Betrag\\\": row.get(\\\"quantity\\\", \\\"\\\"),\\n   113|        \\\"Währung\\\": row.get(\\\"currency\\\") or row.get(\\\"price_currency\\\") or \\\"\\\",\\n   114|        \\\"Kurs\\\": _price(row),\\n   115|        \\\"Marktwert CHF\\\": _market_value(row),\\n   116|        \\\"Status\\\": _status(row),\\n   117|    }\\n   118|\\n   119|\\n   120|def _sort_key(label: str):\\n   121|    if label == \\\"Marktwert CHF absteigend\\\":\\n   122|        return lambda r: (data.d(r.get(\\\"market_value_chf\\\")), r.get(\\\"name\\\", \\\"\\\").lower())\\n   123|    if label == \\\"Name A–Z\\\":\\n   124|        return lambda r: r.get(\\\"name\\\", \\\"\\\").lower()\\n   125|    if label == \\\"Depot\\\":\\n   126|        return lambda r: (r.get(\\\"platform\\\", \\\"\\\"), r.get(\\\"account_name\\\", \\\"\\\"), r.get(\\\"name\\\", \\\"\\\"))\\n   127|    if label == \\\"Assettyp\\\":\\n   128|        return lambda r: (_asset_type(r), r.get(\\\"name\\\", \\\"\\\"))\\n   129|    if label == \\\"Status\\\":\\n   130|        return lambda r: (_status(r), r.get(\\\"name\\\", \\\"\\\"))\\n   131|    if label == \\\"Währung\\\":\\n   132|        return lambda r: (r.get(\\\"price_currency\\\") or r.get(\\\"currency\\\") or \\\"\\\", r.get(\\\"name\\\", \\\"\\\"))\\n   133|    return lambda r: r.get(\\\"name\\\", \\\"\\\").lower()\\n   134|\\n   135|\\n   136|def _summary_numbers(rows: list[dict]) -> dict[str, Decimal | int | str]:\\n   137|    cash = sum((data.d(r.get(\\\"market_value_chf\\\")) for r in rows if _asset_type(r) == \\\"Cash\\\" and r.get(\\\"market_value_chf\\\")), Decimal(\\\"0\\\"))\\n   138|    stocks = sum((data.d(r.get(\\\"market_value_chf\\\")) for r in rows if _asset_type(r) == \\\"Aktie\\\" and r.get(\\\"market_value_chf\\\")), Decimal(\\\"0\\\"))\\n   139|    etfs = sum((data.d(r.get(\\\"market_value_chf\\\")) for r in rows if _asset_type(r) == \\\"ETF\\\" and r.get(\\\"market_value_chf\\\")), Decimal(\\\"0\\\"))\\n   140|    missing_price = sum(1 for r in rows if _asset_type(r) != \\\"Cash\\\" and not r.get(\\\"market_price_original\\\"))\\n   141|    missing_fx = sum(1 for r in rows if _status(r) == \\\"FX fehlt\\\")\\n   142|    incomplete_cost = sum(1 for r in rows if _asset_type(r) != \\\"Cash\\\" and (\\\"cost_basis_uncertain\\\" in str(r.get(\\\"quality_warnings\\\") or \\\"\\\") or not r.get(\\\"cost_basis_chf\\\")))\\n   143|    latest_price_update = max((str(r.get(\\\"price_date\\\") or \\\"\\\") for r in rows if _asset_type(r) != \\\"Cash\\\"), default=\\\"\\\") or \\\"kein Preisupdate\\\"\\n   144|    return {\\n   145|        \\\"cash\\\": cash,\\n   146|        \\\"stocks\\\": stocks,\\n   147|        \\\"etfs\\\": etfs,\\n   148|        \\\"total\\\": cash + stocks + etfs,\\n   149|        \\\"missing_price\\\": missing_price,\\n   150|        \\\"missing_fx\\\": missing_fx,\\n   151|        \\\"incomplete_cost\\\": incomplete_cost,\\n   152|        \\\"latest_price_update\\\": latest_price_update,\\n   153|    }\\n   154|\\n   155|\\n   156|def _num(nums: dict[str, Decimal | int | str], key: str) -> Decimal:\\n   157|    return data.d(nums.get(key))\\n   158|\\n   159|\\n   160|def _count(nums: dict[str, Decimal | int | str], key: str) -> int:\\n   161|    return int(nums.get(key) or 0)\\n   162|\\n   163|\\n   164|def _summary_cards(st, rows: list[dict]) -> None:\\n   165|    n = _summary_numbers(rows)\\n   166|    c1, c2, c3, c4 = st.columns(4)\\n   167|    c1.metric(\\\"Gesamtwert CHF\\\", data.chf_text(_num(n, \\\"total\\\")))\\n   168|    c2.metric(\\\"Cash CHF\\\", data.chf_text(_num(n, \\\"cash\\\")))\\n   169|    c3.metric(\\\"Aktien CHF\\\", data.chf_text(_num(n, \\\"stocks\\\")) if _count(n, \\\"missing_price\\\") == 0 and _count(n, \\\"missing_fx\\\") == 0 else f\\\"{data.chf_text(_num(n, 'stocks'))} + offen\\\")\\n   170|    c4.metric(\\\"ETFs CHF\\\", data.chf_text(_num(n, \\\"etfs\\\")) if _count(n, \\\"missing_price\\\") == 0 and _count(n, \\\"missing_fx\\\") == 0 else f\\\"{data.chf_text(_num(n, 'etfs'))} + offen\\\")\\n   171|    c5, c6, c7, c8 = st.columns(4)\\n   172|    c5.metric(\\\"Ohne Preis\\\", str(_count(n, \\\"missing_price\\\")))\\n   173|    c6.metric(\\\"Ohne FX\\\", str(_count(n, \\\"missing_fx\\\")))\\n   174|    c7.metric(\\\"Einstand offen\\\", str(_count(n, \\\"incomplete_cost\\\")))\\n   175|    c8.metric(\\\"Letztes Preisupdate\\\", str(n[\\\"latest_price_update\\\"]))\\n   176|\\n   177|\\n   178|def _provider_summary(rows: list[dict]) -> list[dict[str, str]]:\\n   179|    out: list[dict[str, str]] = []\\n   180|    groups = sorted({r.get(\\\"platform\\\") or r.get(\\\"account_name\\\") or \\\"Anderes Konto\\\" for r in rows})\\n   181|    for group in groups:\\n   182|        group_rows = [r for r in rows if (r.get(\\\"platform\\\") or r.get(\\\"account_name\\\") or \\\"Anderes Konto\\\") == group]\\n   183|        nums = _summary_numbers(group_rows)\\n   184|        out.append({\\n   185|            \\\"Anbieter/Depot\\\": group,\\n   186|            \\\"Cash CHF\\\": data.chf_text(_num(nums, \\\"cash\\\")),\\n   187|            \\\"Aktien CHF\\\": data.chf_text(_num(nums, \\\"stocks\\\")) if _count(nums, \\\"missing_price\\\") == 0 and _count(nums, \\\"missing_fx\\\") == 0 else \\\"nicht vollständig bewertet\\\",\\n   188|            \\\"ETFs CHF\\\": data.chf_text(_num(nums, \\\"etfs\\\")) if _count(nums, \\\"missing_price\\\") == 0 and _count(nums, \\\"missing_fx\\\") == 0 else \\\"nicht vollständig bewertet\\\",\\n   189|            \\\"Gesamtwert Anbieter CHF\\\": data.chf_text(_num(nums, \\\"total\\\")) if _count(nums, \\\"missing_price\\\") == 0 and _count(nums, \\\"missing_fx\\\") == 0 else f\\\"{data.chf_text(_num(nums, 'total'))} + offen\\\",\\n   190|            \\\"Positionen\\\": str(len(group_rows)),\\n   191|            \\\"Unbewertet\\\": str(_count(nums, \\\"missing_price\\\") + _count(nums, \\\"missing_fx\\\")),\\n   192|        })\\n   193|    return out\\n   194|\\n   195|\\n   196|def _asset_summary(rows: list[dict]) -> list[dict[str, str]]:\\n   197|    out: list[dict[str, str]] = []\\n   198|    for label in [\\\"Cash\\\", \\\"Aktie\\\", \\\"ETF\\\"]:\\n   199|        group_rows = [r for r in rows if _asset_type(r) == label]\\n   200|        if not group_rows:\\n   201|            continue\\n   202|        nums = _summary_numbers(group_rows)\\n   203|        value = _num(nums, \\\"cash\\\") if label == \\\"Cash\\\" else _num(nums, \\\"stocks\\\") if label == \\\"Aktie\\\" else _num(nums, \\\"etfs\\\")\\n   204|        out.append({\\n   205|            \\\"Assettyp\\\": \\\"Aktien\\\" if label == \\\"Aktie\\\" else \\\"ETFs\\\" if label == \\\"ETF\\\" else \\\"Cash\\\",\\n   206|            \\\"Gesamt CHF\\\": data.chf_text(value) if _count(nums, \\\"missing_price\\\") == 0 and _count(nums, \\\"missing_fx\\\") == 0 else \\\"nicht vollständig bewertet\\\",\\n   207|            \\\"Anzahl\\\": str(len(group_rows)),\\n   208|            \\\"Unbewertet\\\": str(_count(nums, \\\"missing_price\\\") + _count(nums, \\\"missing_fx\\\")),\\n   209|        })\\n   210|    return out\\n   211|\\n   212|\\n   213|def _selected_from_dataframe_event(event, rows: list[dict]) -> dict | None:\\n   214|    try:\\n   215|        selected_rows = list(event.selection.rows)  # streamlit >= 1.35\\n   216|    except Exception:\\n   217|        try:\\n   218|            selected_rows = list(event[\\\"selection\\\"][\\\"rows\\\"])\\n   219|        except Exception:\\n   220|            selected_rows = []\\n   221|    if selected_rows:\\n   222|        idx = int(selected_rows[0])\\n   223|        if 0 <= idx < len(rows):\\n   224|            return rows[idx]\\n   225|    return None\\n   226|\\n   227|\\n   228|def _render_open_buttons(st, rows: list[dict]) -> dict | None:\\n   229|    st.caption(\\\"Fallback falls Zeilenauswahl im Browser nicht greift: Position direkt öffnen.\\\")\\n   230|    selected = None\\n   231|    for idx, row in enumerate(rows):\\n   232|        label = f\\\"Öffnen: {row.get('name','Position')} · {_asset_type(row)} · {row.get('platform') or row.get('account_name','Depot')}\\\"\\n   233|        if st.button(label, key=f\\\"portfolio_open_{idx}_{abs(hash(row.get('_key', idx)))}\\\"):\\n   234|            st.session_state[\\\"portfolio_selected_key\\\"] = row.get(\\\"_key\\\")\\n   235|            selected = row\\n   236|    return selected\\n   237|\\n   238|\\n   239|def _price_update_message(stock, etf, rows_after: list[dict]) -> str:\\n   240|    checked = stock.total_mappings + etf.total_mappings\\n   241|    updated = stock.updated_count + etf.updated_count\\n   242|    skipped = stock.skipped_count + etf.skipped_count + stock.cached_count + etf.cached_count\\n   243|    providers = \\\"auto: FMP → Twelve Data → Finnhub → Massive\\\"\\n   244|    still_missing = [r.get(\\\"name\\\", \\\"Unbekannte Position\\\") for r in rows_after if _asset_type(r) != \\\"Cash\\\" and not r.get(\\\"market_price_original\\\")]\\n   245|    fx_missing = [r.get(\\\"name\\\", \\\"Unbekannte Position\\\") for r in rows_after if _status(r) == \\\"FX fehlt\\\"]\\n   246|    parts = [\\n   247|        f\\\"Geprüft: {checked} Instrumente\\\",\\n   248|        f\\\"Aktualisiert: {updated}\\\",\\n   249|        f\\\"Übersprungen/Cache: {skipped}\\\",\\n   250|        f\\\"Provider: {providers}\\\",\\n   251|        f\\\"Weiterhin ohne Preis: {len(still_missing)}\\\" + (f\\\" ({', '.join(still_missing[:5])})\\\" if still_missing else \\\"\\\"),\\n   252|        f\\\"FX fehlt: {len(fx_missing)}\\\" + (f\\\" ({', '.join(fx_missing[:5])})\\\" if fx_missing else \\\"\\\"),\\n   253|    ]\\n   254|    warnings = stock.warning_count + etf.warning_count\\n   255|    errors = stock.error_count + etf.error_count\\n   256|    if warnings or errors:\\n   257|        parts.append(f\\\"Hinweise/Fehler: {warnings}/{errors}\\\")\\n   258|    return \\\" · \\\".join(parts)\\n   259|\\n   260|\\n   261|def _render_detail(st, conn, row: dict) -> None:\\n   262|    st.subheader(\\\"Detailpanel\\\")\\n   263|    detail = {\\n   264|        \\\"Name\\\": row.get(\\\"name\\\", \\\"\\\"),\\n   265|        \\\"Assettyp\\\": _asset_type(row),\\n   266|        \\\"Depot\\\": row.get(\\\"platform\\\") or row.get(\\\"account_name\\\", \\\"\\\"),\\n   267|        \\\"Menge/Betrag\\\": row.get(\\\"quantity\\\", \\\"\\\"),\\n   268|        \\\"Währung\\\": row.get(\\\"currency\\\", \\\"\\\"),\\n   269|        \\\"Kurs\\\": _price(row),\\n   270|        \\\"Marktwert CHF\\\": _market_value(row),\\n   271|        \\\"Preisstatus\\\": \\\"Nicht nötig\\\" if _asset_type(row) == \\\"Cash\\\" else (\\\"Bewertet\\\" if row.get(\\\"market_price_original\\\") else \\\"Preis fehlt\\\"),\\n   272|        \\\"FX-Status\\\": \\\"Nicht nötig\\\" if row.get(\\\"currency\\\") == \\\"CHF\\\" else (\\\"OK\\\" if _status(row) != \\\"FX fehlt\\\" else \\\"FX fehlt\\\"),\\n   273|        \\\"Einstandsstatus\\\": \\\"Nicht nötig\\\" if _asset_type(row) == \\\"Cash\\\" else (\\\"Einstand unvollständig\\\" if \\\"cost_basis_uncertain\\\" in str(row.get(\\\"quality_warnings\\\") or \\\"\\\") or not row.get(\\\"cost_basis_chf\\\") else \\\"OK\\\"),\\n   274|        \\\"Letzte Aktualisierung\\\": row.get(\\\"price_date\\\") or \\\"kein Preisupdate\\\",\\n   275|        \\\"Audit/Verlauf\\\": \\\"Verlauf über Button anzeigen\\\",\\n   276|    }\\n   277|    st.write(detail)\\n   278|    a, b, c, d, e, f = st.columns(6)\\n   279|    row_key = str(row.get(\\\"_key\\\", \\\"selected\\\")).replace(\\\":\\\", \\\"_\\\")\\n   280|    if action_button(a, \\\"Korrigieren\\\", key=f\\\"portfolio_action_correct_{row_key}\\\", edit_required=True):\\n   281|        st.session_state[\\\"portfolio_active_action\\\"] = \\\"Korrigieren\\\"\\n   282|    if b.button(\\\"Verlauf anzeigen\\\", key=f\\\"portfolio_action_history_{row_key}\\\"):\\n   283|        st.session_state[\\\"portfolio_active_action\\\"] = \\\"Verlauf\\\"\\n   284|    if _asset_type(row) == \\\"Cash\\\":\\n   285|        c.button(\\\"Preis aktualisieren\\\", key=f\\\"portfolio_action_price_{row_key}\\\", disabled=True, help=\\\"Cash braucht keinen Marktpreis; FX wird über Cash-/FX-Workflow gepflegt.\\\")\\n   286|    else:\\n   287|        if c.button(\\\"Preis aktualisieren\\\", key=f\\\"portfolio_action_price_{row_key}\\\"):\\n   288|            stock = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"stock\\\", only_isin=row.get(\\\"isin\\\") or None, only_missing=False)\\n   289|            etf = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"etf\\\", only_isin=row.get(\\\"isin\\\") or None, only_missing=False)\\n   290|            st.success(_price_update_message(stock, etf, _portfolio_rows(conn)))\\n   291|    d.button(\\\"Kaufen\\\", key=f\\\"portfolio_action_buy_{row_key}\\\", disabled=True, help=\\\"MVP: bitte aktuell über Position hinzufügen als Kauf erfassen.\\\")\\n   292|    e.button(\\\"Verkaufen\\\", key=f\\\"portfolio_action_sell_{row_key}\\\", disabled=True, help=\\\"MVP: Verkaufsworkflow noch nicht freigeschaltet.\\\")\\n   293|    f.button(\\\"Dividende/Ausschüttung\\\", key=f\\\"portfolio_action_dividend_{row_key}\\\", disabled=True, help=\\\"MVP: Dividendenworkflow folgt später.\\\")\\n   294|\\n   295|    active = st.session_state.get(\\\"portfolio_active_action\\\", \\\"Details\\\") if hasattr(st, \\\"session_state\\\") else \\\"Details\\\"\\n   296|    if active == \\\"Korrigieren\\\":\\n   297|        if _asset_type(row) == \\\"Cash\\\":\\n   298|            st.info(\\\"Cash-Korrektur bitte über Position hinzufügen → Cash erfassen ausführen, damit sie auditiert wird.\\\")\\n   299|            return\\n   300|        if not edit_mode_enabled(st):\\n   301|            read_only_hint(st)\\n   302|            return\\n   303|        st.markdown(\\\"### Korrigieren — Inline-Formular\\\")\\n   304|        st.caption(\\\"Auditierbare manuelle Korrektur; keine Löschung, keine Admin-Suche nötig.\\\")\\n   305|        qty = st.text_input(\\\"Korrektur-Menge als Decimal\\\", key=f\\\"equity_correct_qty_{row_key}\\\")\\n   306|        gross = st.text_input(\\\"Korrektur-Betrag original\\\", key=f\\\"equity_correct_gross_{row_key}\\\")\\n   307|        note = st.text_area(\\\"Korrektur-Notiz Pflicht\\\", key=f\\\"equity_correct_note_{row_key}\\\")\\n   308|        confirm = st.checkbox(\\\"Ich bestätige die Korrektur.\\\", key=f\\\"equity_correct_confirm_{row_key}\\\")\\n   309|        if st.button(\\\"Korrektur speichern\\\", key=f\\\"equity_correct_save_{row_key}\\\"):\\n   310|            try:\\n   311|                result = add_equity_transaction(conn, account_id=row[\\\"account_id\\\"], instrument_id=row[\\\"instrument_id\\\"], transaction_type=\\\"manual_adjustment\\\", trade_date=str(row.get(\\\"price_date\\\") or \\\"2026-01-01\\\"), quantity_text=qty, gross_amount_original_text=gross or \\\"0\\\", currency=row.get(\\\"currency\\\") or \\\"CHF\\\", note=note, confirm=confirm, fx_status=\\\"not_needed\\\" if (row.get(\\\"currency\\\") or \\\"CHF\\\") == \\\"CHF\\\" else \\\"missing\\\")\\n   312|                st.success(f\\\"Korrektur auditiert: {result.transaction_id}\\\")\\n   313|            except Exception as exc:\\n   314|                st.error(f\\\"Korrektur abgelehnt: {exc}\\\")\\n   315|    elif active == \\\"Verlauf\\\":\\n   316|        st.markdown(\\\"### Verlauf\\\")\\n   317|        if _asset_type(row) == \\\"Cash\\\":\\n   318|            tx = data.rowdicts(conn.execute(\\\"SELECT trade_date, transaction_type, net_amount_original, currency_original, quality_status, notes FROM transactions WHERE account_id=? AND currency_original=? AND COALESCE(is_voided,0)=0 ORDER BY trade_date DESC, created_at DESC LIMIT 50\\\", (row.get(\\\"account_id\\\"), row.get(\\\"currency\\\"))).fetchall())\\n   319|            show_table(st, tx, empty_message=\\\"Kein Cash-Verlauf vorhanden.\\\")\\n   320|        else:\\n   321|            tx = data.rowdicts(conn.execute(\\\"SELECT trade_date, transaction_type, quantity, currency_original, quality_status, notes FROM transactions WHERE account_id=? AND instrument_id=? AND COALESCE(is_voided,0)=0 ORDER BY trade_date DESC, created_at DESC\\\", (row[\\\"account_id\\\"], row[\\\"instrument_id\\\"])).fetchall())\\n   322|            audit = data.rowdicts(conn.execute(\\\"SELECT timestamp, source, action, user_text_note, created_by FROM audit_log WHERE entity_id IN (SELECT transaction_id FROM transactions WHERE account_id=? AND instrument_id=?) ORDER BY timestamp DESC LIMIT 50\\\", (row[\\\"account_id\\\"], row[\\\"instrument_id\\\"])).fetchall())\\n   323|            show_table(st, tx, empty_message=\\\"Kein Transaktionsverlauf vorhanden.\\\")\\n   324|            show_table(st, audit, empty_message=\\\"Kein Audit-Verlauf vorhanden.\\\")\\n   325|    else:\\n   326|        st.info(\\\"Details werden oben im Detailpanel angezeigt.\\\")\\n   327|\\n   328|\\n   329|def render(st, conn) -> None:\\n   330|    st.title(\\\"Portfolio\\\")\\n   331|    st.caption(\\\"Bedienbare User-Ansicht für Cash, Aktien und ETFs. Keine DOCX-/Review-Rohdaten, keine technischen IDs, keine API-Abfragen beim Laden.\\\")\\n   332|    rows = _portfolio_rows(conn)\\n   333|    _summary_cards(st, rows)\\n   334|\\n   335|    if st.button(\\\"Bewertung aktualisieren\\\", key=\\\"portfolio_refresh_valuation\\\"):\\n   336|        stock = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"stock\\\", only_missing=True)\\n   337|        etf = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"etf\\\", only_missing=True)\\n   338|        rows = _portfolio_rows(conn)\\n   339|        st.success(_price_update_message(stock, etf, rows))\\n   340|\\n   341|    if not rows:\\n   342|        st.info(\\\"Noch keine Cash-, Aktien- oder ETF-Positionen im User Mode vorhanden.\\\")\\n   343|        if st.button(\\\"Position hinzufügen\\\", key=\\\"portfolio_empty_add_position\\\", on_click=_go_to_add_position, args=(st,)):\\n   344|            st.success(\\\"Öffne im User Mode die Seite 'Position hinzufügen'.\\\")\\n   345|        return\\n   346|\\n   347|    sort_by = st.selectbox(\\\"Sortierung\\\", [\\\"Marktwert CHF absteigend\\\", \\\"Name A–Z\\\", \\\"Depot\\\", \\\"Assettyp\\\", \\\"Status\\\", \\\"Währung\\\"], key=\\\"portfolio_sort_by\\\")\\n   348|    rows = sorted(rows, key=_sort_key(sort_by), reverse=sort_by == \\\"Marktwert CHF absteigend\\\")\\n   349|    view = st.radio(\\\"Ansicht\\\", [\\\"Nach Anbieter / Depot\\\", \\\"Nach Assettyp\\\", \\\"Alle Positionen\\\"], key=\\\"portfolio_view\\\")\\n   350|\\n   351|    if view == \\\"Nach Anbieter / Depot\\\":\\n   352|        preferred = [\\\"PostFinance\\\", \\\"Raiffeisen\\\", \\\"True Wealth\\\", \\\"Anderes Konto\\\"]\\n   353|        seen: set[str] = set()\\n   354|        ordered_groups = preferred + sorted({r.get(\\\"platform\\\") or r.get(\\\"account_name\\\") or \\\"Anderes Konto\\\" for r in rows if (r.get(\\\"platform\\\") or r.get(\\\"account_name\\\") or \\\"Anderes Konto\\\") not in preferred})\\n   355|        for group in ordered_groups:\\n   356|            if group in seen:\\n   357|                continue\\n   358|            seen.add(group)\\n   359|            group_rows = [r for r in rows if group.lower() in ((r.get(\\\"platform\\\", \\\"\\\") + \\\" \\\" + r.get(\\\"account_name\\\", \\\"\\\")).lower())]\\n   360|            if group_rows:\\n   361|                st.markdown(f\\\"### {group}\\\")\\n   362|                show_table(st, [_table_row(r) for r in group_rows])\\n   363|        st.markdown(\\\"### Zusammenzug nach Anbieter / Depot\\\")\\n   364|        show_table(st, _provider_summary(rows))\\n   365|    elif view == \\\"Nach Assettyp\\\":\\n   366|        for label in [\\\"Cash\\\", \\\"Aktie\\\", \\\"ETF\\\"]:\\n   367|            group_rows = [r for r in rows if _asset_type(r) == label]\\n   368|            if group_rows:\\n   369|                st.markdown(f\\\"### {'Aktien' if label == 'Aktie' else 'ETFs' if label == 'ETF' else 'Cash'}\\\")\\n   370|                show_table(st, [_table_row(r) for r in group_rows])\\n   371|        st.markdown(\\\"### Zusammenzug nach Assettyp\\\")\\n   372|        show_table(st, _asset_summary(rows))\\n   373|    else:\\n   374|        st.markdown(\\\"### Alle Positionen\\\")\\n   375|        show_table(st, [_table_row(r) for r in rows])\\n   376|\\n   377|    st.subheader(\\\"Position aus Liste öffnen\\\")\\n   378|    display_rows = [_table_row(r) for r in rows]\\n   379|    event = st.dataframe(display_rows, use_container_width=True, hide_index=True, on_select=\\\"rerun\\\", selection_mode=\\\"single-row\\\", key=\\\"portfolio_positions_dataframe\\\")\\n   380|    selected = _selected_from_dataframe_event(event, rows)\\n   381|    if selected:\\n   382|        st.session_state[\\\"portfolio_selected_key\\\"] = selected.get(\\\"_key\\\")\\n   383|    selected = selected or _render_open_buttons(st, rows)\\n   384|    selected_key = st.session_state.get(\\\"portfolio_selected_key\\\") if hasattr(st, \\\"session_state\\\") else None\\n   385|    if selected_key:\\n   386|        selected = next((r for r in rows if r.get(\\\"_key\\\") == selected_key), selected)\\n   387|    selected = selected or rows[0]\\n   388|    _render_detail(st, conn, selected)\\n   389|\\n   390|    st.subheader(\\\"Weitere Aktion\\\")\\n   391|    if st.button(\\\"Position hinzufügen\\\", key=\\\"portfolio_add_position\\\", on_click=_go_to_add_position, args=(st,)):\\n   392|        st.success(\\\"Öffne im User Mode die Seite 'Position hinzufügen'.\\\")\\n   393|\", \"total_lines\": 392, \"file_size\": 21332, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_a2VTJxDCbcrelWXcnGtewA2I"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_pqDGSax6IetbvLgE038ltLTT",
          "call_id": "call_pqDGSax6IetbvLgE038ltLTT",
          "response_item_id": "fc_02e6550376836104016a08772095a481919fe930650417447f",
          "type": "function",
          "function": {
            "name": "read_file",
            "arguments": "{\"limit\":90,\"path\":\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Refreshing test expectations**\n\nI’m thinking about refreshing the test expectations and how to label it properly. I’ll add the substring \"Bewertung aktualisiert\" to the success message. Plus, I should consider including both old and new states in the expected outcomes. I mean, should I also include the button’s previous state? If we’re testing button presses like \"Aktie/ETF hinzufügen,\" it seems our button \"Position hinzufügen\" is failing. It probably asserts a session might be old. I definitely need to read more about testing the empty state.",
      "reasoning_content": "**Refreshing test expectations**\n\nI’m thinking about refreshing the test expectations and how to label it properly. I’ll add the substring \"Bewertung aktualisiert\" to the success message. Plus, I should consider including both old and new states in the expected outcomes. I mean, should I also include the button’s previous state? If we’re testing button presses like \"Aktie/ETF hinzufügen,\" it seems our button \"Position hinzufügen\" is failing. It probably asserts a session might be old. I definitely need to read more about testing the empty state.",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqCHcgaRFXxldrnGHcgepauYOX6MEwR1d5fMslxx88Y266CkWh4KEgjVKF9xBp8-O9EECVszmtOlWkOW43JczTz_pXHyDrvEnmC0du53qBHkQfZG_0gPewTYXEb2vnyEpZfnPyAp4WJFAiD_-HpHpnPbIzkvwnGUWP-PMFMUuv0iEdGKd6y7fElL6eUGCZUgrl-BlR9cnXuB94crQKhvqR0tO74nlONITOoIIrw1uhf_7cks_mhfcDNd2KCeiHSAbGmAstxFjPzm0r--q8sk6lGzsZtBK-kPdSK5-46rrHVrm2SyPOFy1GrdOaoPCJDszQO4HBDnC9luXr3O8TUI3CEeSJcPyngBvCdlpMFOp4i8nGC1nH1ZfbGSfRnQWuhyy7SHFDybq-I0KtTWHCEEdzuSLCSVHuWAX3RaG_O_sTlPo8Gbxmv19HK9fKA-lSF4N4XbOflfpW9b8_g9P-sU7wY2uGFBADD0tbdB_dve_SdS9U1hBEHOHkVpXQdThhqJeujh7Aksg95I7qzfp8TTpKB18f3bS3zC7HD9PUvdGCCJj6yy0DTA5XRNkEmhCC_pfTJRrK3r_Fegmdm2g3kKDzDxbRUPHL4rLwKojRjjsIo_BXygHxqxF6m9fCw3rNfyOIyAtJHTQRAk45VgB_uPUF9mvzCySidjcA-OSmcFapLbbzQUlT7v_4v4nKt2tFziwQU-U9pLUg481herxHvtnpDYkoKtGvytFWv08a4rKAoOn29DzbR7TYgqBpehUM1pCAx8W68G1rjgEREh_iKlg-T0HU27C973iksAF4xo662ixFHJNFUu1dNv8AXjJjz3CPwkoUReTvy_axwvGXDXtEycQ9aKGr90Wu6yU4gNqEhzkiYAHcRbOt73RJYFFjF8O7sCjCfVXDu-KOE4BQBm6glmdFfQItLSsTg9aEDH4H0K3UndcgniaQIJH6tFemH5QJVZLiDh-4bZE0QrFjRs6oZl-7sao3fOQC-gssgOmFhFsB2nlZ1mCDKTWCFl3W89mogwLqRAJ7gPcT0J1Uc_gme86GF5Lc0wGKPp2xFoRLnahGI2L3ixi7kF9wsOU1q8nfEDeF1qkIEB_ZWb1oMPdsgKBR95EBwOvu4CuhtBAdHWwz4kSEYdI2EmtnikvVTIiGqc2pIWDLVDW5egHxx-8mjjOUZyaZv48Tjt3XLvsE1kzKLTL746ddbeVejvlX2z3b0WMF0VnTq9xNnDqJWgcFI8ijFHXQdK7FsKHc2zijuUPqIovIna-MP-peBPXjL8riUBrE14pi9cxbdULC34Alr57gc6_q6ibwn-CUshEduoxwd1v1FovIBC1Mu-1qQnOCGEKLSItq2A7DkZgMZNRegkU_kQ==",
          "id": "rs_02e6550376836104016a08771cbf448191a34e5d5a76a1250d",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Refreshing test expectations**\n\nI’m thinking about refreshing the test expectations and how to label it properly. I’ll add the substring \"Bewertung aktualisiert\" to the success message. Plus, I should consider including both old and new states in the expected outcomes. I mean, should I also include the button’s previous state? If we’re testing button presses like \"Aktie/ETF hinzufügen,\" it seems our button \"Position hinzufügen\" is failing. It probably asserts a session might be old. I definitely need to read more about testing the empty state."
            }
          ]
        }
      ]
    },
    {
      "role": "tool",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from pathlib import Path\\n     4|\\n     5|from jarvis_finance.dashboard import data as dashboard_data\\n     6|from jarvis_finance.dashboard import main as dashboard_main\\n     7|from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\n     8|from jarvis_finance.dashboard.views import page_03_equities_etfs, page_17_position_add\\n     9|from jarvis_finance.storage.database import connect_memory\\n    10|from jarvis_finance.storage.migrations import apply_migrations\\n    11|from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn, TECHNICAL_FIELDS\\n    12|\\n    13|\\n    14|def _visible_text(st: FakeStreamlit) -> str:\\n    15|    parts: list[str] = []\\n    16|    for _name, args, kwargs in st.calls:\\n    17|        parts.extend(str(arg) for arg in args)\\n    18|        parts.extend(str(value) for value in kwargs.values())\\n    19|    return \\\"\\\\n\\\".join(parts)\\n    20|\\n    21|\\n    22|def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:\\n    23|    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n    24|    assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n    25|    assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\\n    26|    assert sorted(Path(\\\"src/jarvis_finance/dashboard/pages\\\").glob(\\\"[0-9][0-9]_*.py\\\")) == []\\n    27|\\n    28|\\n    29|def test_position_add_page_is_visible_wizard_and_does_not_call_provider_on_render() -> None:\\n    30|    conn = connect_memory()\\n    31|    apply_migrations(conn)\\n    32|    st = FakeStreamlit()\\n    33|    page_17_position_add.render(st, conn)\\n    34|    text = _visible_text(st)\\n    35|    assert \\\"Position hinzufügen\\\" in text\\n    36|    assert \\\"1. Assetklasse wählen\\\" in text\\n    37|    assert \\\"2. Instrument suchen\\\" in text\\n    38|    assert \\\"Lokal suchen\\\" in text\\n    39|    assert \\\"Online suchen\\\" in text\\n    40|    assert \\\"Manuell anlegen\\\" in text\\n    41|    assert \\\"Position speichern\\\" in text\\n    42|    assert \\\"catalog_entry_id\\\" not in text\\n    43|    assert \\\"instrument_id\\\" not in text\\n    44|    assert \\\"source_id\\\" not in text\\n    45|\\n    46|\\n    47|def test_equities_empty_state_has_add_button_and_routes_to_wizard() -> None:\\n    48|    conn = connect_memory()\\n    49|    apply_migrations(conn)\\n    50|    st = FakeStreamlit(button_presses={\\\"Aktie/ETF hinzufügen\\\"})\\n    51|    page_03_equities_etfs.render(st, conn)\\n    52|    text = _visible_text(st)\\n    53|    assert \\\"Noch keine Aktien oder ETFs erfasst.\\\" in text\\n    54|    assert \\\"Aktie/ETF hinzufügen\\\" in text\\n    55|    assert st.session_state.get(\\\"jarvis_requested_page\\\") == \\\"Position hinzufügen\\\"\\n    56|\\n    57|\\n    58|def test_provider_status_visible_without_secrets_or_crash(monkeypatch, tmp_path) -> None:\\n    59|    monkeypatch.delenv(\\\"OPENFIGI_API_KEY\\\", raising=False)\\n    60|    monkeypatch.delenv(\\\"JARVIS_OPENFIGI_API_KEY\\\", raising=False)\\n    61|    monkeypatch.delenv(\\\"FINNHUB_API_KEY\\\", raising=False)\\n    62|    monkeypatch.delenv(\\\"JARVIS_FINNHUB_API_KEY\\\", raising=False)\\n    63|    monkeypatch.delenv(\\\"FMP_API_KEY\\\", raising=False)\\n    64|    monkeypatch.delenv(\\\"JARVIS_FMP_API_KEY\\\", raising=False)\\n    65|    monkeypatch.setenv(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(tmp_path))\\n    66|    conn = connect_memory()\\n    67|    apply_migrations(conn)\\n    68|    st = FakeStreamlit()\\n    69|    page_17_position_add.render(st, conn)\\n    70|    text = _visible_text(st)\\n    71|    assert \\\"Provider-Status\\\" in text\\n    72|    assert \\\"OpenFIGI\\\" in text\\n    73|    assert \\\"API-Key fehlt\\\" in text\\n    74|    assert \\\"~/jarvis_runtime/finance-system/secrets/.env\\\" in text\\n    75|    assert \\\"OPENFIGI_API_KEY\\\" in text\\n    76|    assert \\\"runtime-file-key\\\" not in text\\n    77|\\n    78|\\n    79|def test_command_center_is_quiet_and_has_max_three_clean_hints() -> None:\\n    80|    conn = setup_multi_wallet_crypto_conn()\\n    81|    conn.execute(\\n    82|        \\\"INSERT INTO alerts(alert_id, priority, category, entity_type, entity_id, rule_id, message, status, created_at, last_seen_at, occurrence_count, dedup_key, fingerprint) VALUES ('a1','warnung','market','crypto_asset','asset-btc','missing_crypto_price','asset_id raw should not leak','active','now','now',1,'d1','f1')\\\"\\n    83|    )\\n    84|    st = FakeStreamlit()\\n    85|    page_00_command_center.render(st, conn)\\n    86|    text = _visible_text(st)\\n    87|    assert \\\"Was ist wichtig?\\\" in text\\n    88|    important_lines = [args[0] for name, args, _ in st.calls if name == \\\"markdown\\\" and args and str(args[0]).startswith(\\\"**Wichtig:**\\\")]\\n    89|    assert len(important_lines) <= 3\\n    90|    forbidden = TECHNICAL_FIELDS | {\\\"asset-btc\\\", \\\"rule_id\\\", \\\"entity_id\\\", \\\"productive initial crypto snapshot import\\\"}\\n    91|\", \"total_lines\": 167, \"file_size\": 7966, \"truncated\": true, \"hint\": \"Use offset=91 to continue reading (showing 1-90 of 167 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_pqDGSax6IetbvLgE038ltLTT"
    },
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Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n  --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n  --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n  -d \\\"{\\n    \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n    \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n    \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n    \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n  }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n  | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n    print(f\\\\\\\"  {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n  | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n    print(f\\\\\\\"  {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n  STATUS=$(curl -s \\\\\\n    -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n    https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n    | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n  echo \\\"Check $i: $STATUS\\\"\\n  if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n    break\\n  fi\\n  sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view <RUN_ID> --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n  | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n    print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=<run_id>\\ncurl -s -L \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n  -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add <fixed_files>\\ngit commit -m \\\"fix: resolve CI failure in <check_name>\\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=<number>\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n  -d \\\"{\\n    \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n    \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n  }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n  | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n  -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/graphql \\\\\\n  -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. 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      "content": "{\"content\": \"   120|\\n   121|    page_17_position_add.render(st, conn)\\n   122|\\n   123|    text = _visible_text(st)\\n   124|    assert \\\"Cash erfassen\\\" in text\\n   125|    assert \\\"Cash gespeichert\\\" in text\\n   126|    balances = calculate_cash_balances(conn)\\n   127|    assert any(balance.amount_original == Decimal(\\\"123.45\\\") and balance.currency == \\\"CHF\\\" for balance in balances.balances.values())\\n   128|\\n   129|\\n   130|def test_equity_page_refreshes_valuation_from_mapped_provider(monkeypatch) -> None:\\n   131|    conn, account_id, catalog_id = setup_equity_conn()\\n   132|    upsert_fx_rate(conn, base_currency=\\\"USD\\\", quote_currency=\\\"CHF\\\", rate_date=\\\"2026-01-15\\\", rate=Decimal(\\\"0.90\\\"), provider=\\\"mock\\\", rate_type=\\\"close\\\")\\n   133|    add_manual_position_from_catalog(\\n   134|        conn,\\n   135|        catalog_entry_id=catalog_id,\\n   136|        account_id=account_id,\\n   137|        position_type=\\\"initial_snapshot\\\",\\n   138|        quantity_text=\\\"2\\\",\\n   139|        trade_date=\\\"2026-01-15\\\",\\n   140|        currency=\\\"USD\\\",\\n   141|        cost_basis_original_text=\\\"100\\\",\\n   142|        note=\\\"synthetic unvalued position\\\",\\n   143|        confirm=True,\\n   144|    )\\n   145|    monkeypatch.setattr(page_03_equities_etfs, \\\"equity_price_provider_by_name\\\", lambda _name: MockEquityPriceProvider({\\\"SYNV\\\": \\\"50\\\"}, currency=\\\"USD\\\"))\\n   146|\\n   147|    st = FakeStreamlit(button_presses={\\\"Bewertung aktualisieren\\\"})\\n   148|    page_03_equities_etfs.render(st, conn)\\n   149|\\n   150|    text = _visible_text(st)\\n   151|    assert \\\"Bewertung aktualisieren\\\" in text\\n   152|    assert \\\"Bewertung aktualisiert\\\" in text\\n   153|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM market_prices WHERE close='50'\\\").fetchone()[\\\"c\\\"] == 1\\n   154|\\n   155|\\n   156|def test_command_center_price_refresh_updates_crypto_and_equity(monkeypatch) -> None:\\n   157|    conn, account_id, catalog_id = setup_equity_conn()\\n   158|    upsert_fx_rate(conn, base_currency=\\\"USD\\\", quote_currency=\\\"CHF\\\", rate_date=\\\"2026-01-15\\\", rate=Decimal(\\\"0.90\\\"), provider=\\\"mock\\\", rate_type=\\\"close\\\")\\n   159|    add_manual_position_from_catalog(\\n   160|        conn,\\n   161|        catalog_entry_id=catalog_id,\\n   162|        account_id=account_id,\\n   163|        position_type=\\\"initial_snapshot\\\",\\n   164|        quantity_text=\\\"1\\\",\\n   165|        trade_date=\\\"2026-01-15\\\",\\n   166|        currency=\\\"USD\\\",\\n   167|        cost_basis_original_text=\\\"100\\\",\\n   168|        note=\\\"synthetic cc position\\\",\\n   169|        confirm=True,\\n   170|    )\\n   171|    monkeypatch.setattr(page_00_command_center, \\\"CoinGeckoClient\\\", lambda **_kwargs: type(\\\"Provider\\\", (), {\\\"get_crypto_prices\\\": lambda self, ids, currency='CHF': {}})())\\n   172|    monkeypatch.setattr(page_00_command_center, \\\"equity_price_provider_by_name\\\", lambda _name: MockEquityPriceProvider({\\\"SYNV\\\": \\\"42\\\"}, currency=\\\"USD\\\"))\\n   173|\\n   174|    st = FakeStreamlit(button_presses={\\\"Preise aktualisieren\\\"})\\n   175|    page_00_command_center.render(st, conn)\\n   176|\\n   177|    assert \\\"Aktien/ETF\\\" in _visible_text(st)\\n   178|    assert conn.execute(\\\"SELECT COUNT(*) AS c FROM market_prices WHERE close='42'\\\").fetchone()[\\\"c\\\"] == 1\\n   179|\\n   180|\", \"total_lines\": 190, \"file_size\": 8006, \"truncated\": true, \"hint\": \"Use offset=180 to continue reading (showing 120-179 of 190 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_TkTTrWXZ3LuVJ2dRvBhNkUm0"
    },
    {
      "role": "tool",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from decimal import Decimal\\n     4|from pathlib import Path\\n     5|\\n     6|from jarvis_finance.config.settings import RuntimePaths, Settings\\n     7|from jarvis_finance.crypto.manage import adjust_crypto_position, transfer_crypto_position\\n     8|from jarvis_finance.dashboard import data as dashboard_data\\n     9|from jarvis_finance.dashboard import main as dashboard_main\\n    10|from jarvis_finance.dashboard.pages import page_00_command_center, page_04_crypto, page_05_wallets, page_08_reports\\n    11|from jarvis_finance.reports.crypto_inventory import export_crypto_inventory_report\\n    12|from test_dashboard_ux_sprint2 import FakeStreamlit, setup_multi_wallet_crypto_conn\\n    13|\\n    14|\\n    15|def test_auto_streamlit_page_stubs_are_not_present() -> None:\\n    16|    pages_dir = Path(\\\"src/jarvis_finance/dashboard/pages\\\")\\n    17|    numeric_pages = sorted(p.name for p in pages_dir.glob(\\\"[0-9][0-9]_*.py\\\"))\\n    18|    assert numeric_pages == []\\n    19|    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n    20|    assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n    21|\\n    22|\\n    23|def test_command_center_has_visible_add_position_action() -> None:\\n    24|    conn = setup_multi_wallet_crypto_conn()\\n    25|    st = FakeStreamlit(button_presses={\\\"+ Position hinzufügen\\\"})\\n    26|    page_00_command_center.render(st, conn)\\n    27|    buttons = [args[0] for name, args, _ in st.calls if name == \\\"button\\\" and args]\\n    28|    assert \\\"+ Position hinzufügen\\\" in buttons\\n    29|    assert st.session_state.get(\\\"jarvis_requested_page\\\") == \\\"Position hinzufügen\\\"\\n    30|\\n    31|\\n    32|def test_position_add_page_is_user_mode_wizard_without_technical_ids() -> None:\\n    33|    from jarvis_finance.dashboard.pages import page_17_position_add\\n    34|\\n    35|    conn = setup_multi_wallet_crypto_conn()\\n    36|    st = FakeStreamlit()\\n    37|    page_17_position_add.render(st, conn)\\n    38|    text = \\\"\\\\n\\\".join(str(arg) for _name, args, _kwargs in st.calls for arg in args)\\n    39|    assert \\\"Position hinzufügen\\\" in text\\n    40|    assert \\\"Assetklasse wählen\\\" in text\\n    41|    assert \\\"Instrument suchen\\\" in text\\n    42|    assert \\\"instrument_id\\\" not in text\\n    43|    assert \\\"catalog_entry_id\\\" not in text\\n    44|    assert \\\"source_id\\\" not in text\\n    45|\\n    46|\\n    47|def test_read_only_disables_coin_and_wallet_action_buttons_but_edit_mode_enables() -> None:\\n    48|    conn = setup_multi_wallet_crypto_conn()\\n    49|    st = FakeStreamlit()\\n    50|    st.session_state[\\\"jarvis_edit_mode\\\"] = False\\n    51|\", \"total_lines\": 189, \"file_size\": 9385, \"truncated\": true, \"hint\": \"Use offset=51 to continue reading (showing 1-50 of 189 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_ams2Ihy7X4Jfh5DOhQ4WxKkE"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_xWHgaV2sztv4sXfWLVWUkBGb",
          "call_id": "call_xWHgaV2sztv4sXfWLVWUkBGb",
          "response_item_id": "fc_0f98a737e37964f1016a0877afc1b88191ab6de7cd54f461cb",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"patch\",\"patch\":\"*** Begin Patch\\n*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\\n@@\\n-    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n+    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Portfolio\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n*** Update File: /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n@@\\n-    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n+    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Portfolio\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n@@\\n-def test_equities_empty_state_has_add_button_and_routes_to_wizard() -> None:\\n+def test_portfolio_empty_state_has_add_button_and_routes_to_wizard() -> None:\\n@@\\n-    st = FakeStreamlit(button_presses={\\\"Aktie/ETF hinzufügen\\\"})\\n+    st = FakeStreamlit(button_presses={\\\"Position hinzufügen\\\"})\\n@@\\n-    assert \\\"Noch keine Aktien oder ETFs erfasst.\\\" in text\\n-    assert \\\"Aktie/ETF hinzufügen\\\" in text\\n+    assert \\\"Noch keine Cash-, Aktien- oder ETF-Positionen im User Mode vorhanden.\\\" in text\\n+    assert \\\"Position hinzufügen\\\" in text\\n*** Update File: /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n@@\\n     parts = [\\n+        \\\"Bewertung aktualisiert\\\",\\n         f\\\"Geprüft: {checked} Instrumente\\\",\\n*** End Patch\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Considering portfolio updates**\n\nI’m checking on the external request for a portfolio. It looks like I also need to patch two files for older internal tests. I’m thinking about how to handle the pricing aspect as well. It feels like there’s a lot to juggle here, but I'm on it! Let’s make sure everything gets updated smoothly, including the necessary patches, all while keeping an eye on pricing details.",
      "reasoning_content": "**Considering portfolio updates**\n\nI’m checking on the external request for a portfolio. It looks like I also need to patch two files for older internal tests. I’m thinking about how to handle the pricing aspect as well. It feels like there’s a lot to juggle here, but I'm on it! Let’s make sure everything gets updated smoothly, including the necessary patches, all while keeping an eye on pricing details.",
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          "id": "rs_0f98a737e37964f1016a0877a90fc88191ac2ec59dfee08dfe",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Considering portfolio updates**\n\nI’m checking on the external request for a portfolio. It looks like I also need to patch two files for older internal tests. I’m thinking about how to handle the pricing aspect as well. It feels like there’s a lot to juggle here, but I'm on it! Let’s make sure everything gets updated smoothly, including the necessary patches, all while keeping an eye on pricing details."
            }
          ]
        }
      ]
    },
    {
      "role": "tool",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\\n@@ -16,7 +16,7 @@\\n     pages_dir = Path(\\\"src/jarvis_finance/dashboard/pages\\\")\\n     numeric_pages = sorted(p.name for p in pages_dir.glob(\\\"[0-9][0-9]_*.py\\\"))\\n     assert numeric_pages == []\\n-    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n+    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Portfolio\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n     assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n \\n \\n\\n--- a//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\\n@@ -20,7 +20,7 @@\\n \\n \\n def test_user_mode_navigation_is_radically_reduced_and_streamlit_autopages_absent() -> None:\\n-    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n+    assert dashboard_main.get_user_navigation_titles() == [\\\"Command Center\\\", \\\"Portfolio\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n     assert \\\"Watchlist\\\" not in dashboard_main.get_user_navigation_titles()\\n     assert \\\"Equities/ETFs\\\" not in dashboard_main.get_user_navigation_titles()\\n     assert sorted(Path(\\\"src/jarvis_finance/dashboard/pages\\\").glob(\\\"[0-9][0-9]_*.py\\\")) == []\\n@@ -44,14 +44,14 @@\\n     assert \\\"source_id\\\" not in text\\n \\n \\n-def test_equities_empty_state_has_add_button_and_routes_to_wizard() -> None:\\n+def test_portfolio_empty_state_has_add_button_and_routes_to_wizard() -> None:\\n     conn = connect_memory()\\n     apply_migrations(conn)\\n-    st = FakeStreamlit(button_presses={\\\"Aktie/ETF hinzufügen\\\"})\\n+    st = FakeStreamlit(button_presses={\\\"Position hinzufügen\\\"})\\n     page_03_equities_etfs.render(st, conn)\\n     text = _visible_text(st)\\n-    assert \\\"Noch keine Aktien oder ETFs erfasst.\\\" in text\\n-    assert \\\"Aktie/ETF hinzufügen\\\" in text\\n+    assert \\\"Noch keine Cash-, Aktien- oder ETF-Positionen im User Mode vorhanden.\\\" in text\\n+    assert \\\"Position hinzufügen\\\" in text\\n     assert st.session_state.get(\\\"jarvis_requested_page\\\") == \\\"Position hinzufügen\\\"\\n \\n \\n\\n--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n@@ -244,6 +244,7 @@\\n     still_missing = [r.get(\\\"name\\\", \\\"Unbekannte Position\\\") for r in rows_after if _asset_type(r) != \\\"Cash\\\" and not r.get(\\\"market_price_original\\\")]\\n     fx_missing = [r.get(\\\"name\\\", \\\"Unbekannte Position\\\") for r in rows_after if _status(r) == \\\"FX fehlt\\\"]\\n     parts = [\\n+        \\\"Bewertung aktualisiert\\\",\\n         f\\\"Geprüft: {checked} Instrumente\\\",\\n         f\\\"Aktualisiert: {updated}\\\",\\n         f\\\"Übersprungen/Cache: {skipped}\\\",\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\", \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\", \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\"], \"lint\": {\"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py\": {\"status\": \"ok\", \"output\": \"\"}, \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py\": {\"status\": \"ok\", \"output\": \"\"}, \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\": {\"status\": \"ok\", \"output\": \"\"}}, \"_warning\": \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_functional_ux_stabilization.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it. | /home/agent/.hermes/repos/FinanceManager/tests/unit/test_dashboard_usability_simplification.py was last read with offset/limit pagination (partial view). Re-read the whole file before overwriting it.\"}",
      "tool_call_id": "call_xWHgaV2sztv4sXfWLVWUkBGb"
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      "role": "assistant",
      "content": "",
      "tool_calls": [
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          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"rm -rf .pytest_cache $(find . -type d -name __pycache__ -print) && python -m compileall -q src tests && pytest -q && python - <<'PY'\\nfrom jarvis_finance.quality.git_safety import assert_safe\\nassert_safe('.')\\nprint('git_safety_ok')\\nPY\\ngit diff --check\\ngit status --short\",\"timeout\":600,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "{\"output\": \"........................................................................ [ 23%]\\n........................................................................ [ 46%]\\n........................................................................ [ 69%]\\n........................................................................ [ 92%]\\n.......................                                                  [100%]\\n311 passed in 20.96s\\nTraceback (most recent call last):\\n  File \\\"<stdin>\\\", line 2, in <module>\\n  File \\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/quality/git_safety.py\\\", line 72, in assert_safe\\n    raise ValueError(f\\\"Git safety scan failed:\\\\n{details}\\\")\\nValueError: Git safety scan failed:\\n.pytest_cache/CACHEDIR.TAG: runtime_cache_file_blocked\\n.pytest_cache/README.md: runtime_cache_file_blocked\\n.pytest_cache/.gitignore: runtime_cache_file_blocked\\n.pytest_cache/v/cache/nodeids: runtime_cache_file_blocked\\n M docs/streamlit-ux-boundaries.md\\n M src/jarvis_finance/dashboard/data.py\\n M src/jarvis_finance/dashboard/main.py\\n M src/jarvis_finance/dashboard/views/page_00_command_center.py\\n M src/jarvis_finance/dashboard/views/page_01_portfolio.py\\n M src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n M src/jarvis_finance/dashboard/views/page_08_reports.py\\n M tests/unit/test_dashboard_functional_ux_stabilization.py\\n M tests/unit/test_dashboard_real_ui_acceptance.py\\n M tests/unit/test_dashboard_usability_simplification.py\\n M tests/unit/test_dashboard_ux_sprint2.py\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_NBmIsiPXQpUmDGibH2YPjgST"
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      "tool_calls": [
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      "reasoning": "**Evaluating command execution**\n\nI'm looking into whether the command exit code is 0 because there's no \"set -e\". Safety comes into play after pytest creates a cache, so I should remove that cache beforehand, along with the pycache. I wonder if I need a git diff and if it’s okay not to run it after? Actually, if it fails but the shell has no \"set -e,\" it seems the diff or status still runs. I need to ensure \"set -e\" is included for performance after pytest runs.",
      "reasoning_content": "**Evaluating command execution**\n\nI'm looking into whether the command exit code is 0 because there's no \"set -e\". Safety comes into play after pytest creates a cache, so I should remove that cache beforehand, along with the pycache. I wonder if I need a git diff and if it’s okay not to run it after? Actually, if it fails but the shell has no \"set -e,\" it seems the diff or status still runs. I need to ensure \"set -e\" is included for performance after pytest runs.",
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          "id": "rs_032ef88f9ef6105d016a0877e59ec08191aa1404bd0ee3f12a",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Evaluating command execution**\n\nI'm looking into whether the command exit code is 0 because there's no \"set -e\". Safety comes into play after pytest creates a cache, so I should remove that cache beforehand, along with the pycache. I wonder if I need a git diff and if it’s okay not to run it after? Actually, if it fails but the shell has no \"set -e,\" it seems the diff or status still runs. I need to ensure \"set -e\" is included for performance after pytest runs."
            }
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      "role": "tool",
      "content": "{\"output\": \"........................................................................ [ 23%]\\n........................................................................ [ 46%]\\n........................................................................ [ 69%]\\n........................................................................ [ 92%]\\n.......................                                                  [100%]\\n311 passed in 20.84s\\ngit_safety_ok\\n M docs/streamlit-ux-boundaries.md\\n M src/jarvis_finance/dashboard/data.py\\n M src/jarvis_finance/dashboard/main.py\\n M src/jarvis_finance/dashboard/views/page_00_command_center.py\\n M src/jarvis_finance/dashboard/views/page_01_portfolio.py\\n M src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n M src/jarvis_finance/dashboard/views/page_08_reports.py\\n M tests/unit/test_dashboard_functional_ux_stabilization.py\\n M tests/unit/test_dashboard_real_ui_acceptance.py\\n M tests/unit/test_dashboard_usability_simplification.py\\n M tests/unit/test_dashboard_ux_sprint2.py\", \"exit_code\": 0, \"error\": null}",
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            "name": "todo",
            "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Compile, pytest, Git-Safety, git diff --check, clean status verifizieren\",\"id\":\"verify\",\"status\":\"completed\"},{\"content\":\"Commit, Push und remote Hash verifizieren\",\"id\":\"commitpush\",\"status\":\"in_progress\"}]}"
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      "finish_reason": "tool_calls"
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    {
      "role": "tool",
      "content": "{\"todos\": [{\"id\": \"preflight\", \"content\": \"Git-/Runtime-Preflight, Backup, echte Runtime-UI in User Mode auf Kernseiten inspizieren\", \"status\": \"completed\"}, {\"id\": \"driveux\", \"content\": \"Google-Drive-Vorlagen nur als UX-Inspiration analysieren, ohne Rohbilder ins Repo\", \"status\": \"completed\"}, {\"id\": \"cleanup\", \"content\": \"Runtime Review/Test/Altartefakte trocken identifizieren, sicher archivieren/deaktivieren, Audit-Event schreiben\", \"status\": \"completed\"}, {\"id\": \"uisanity\", \"content\": \"Echte Runtime-UI erneut auf Command Center, Portfolio, Crypto, Wallets, Position hinzufügen, Reports prüfen\", \"status\": \"completed\"}, {\"id\": \"docs\", \"content\": \"Streamlit/Dash/NiceGUI/FastAPI+React Einschätzung dokumentieren\", \"status\": \"completed\"}, {\"id\": \"verify\", \"content\": \"Compile, pytest, Git-Safety, git diff --check, clean status verifizieren\", \"status\": \"completed\"}, {\"id\": \"commitpush\", \"content\": \"Commit, Push und remote Hash verifizieren\", \"status\": \"in_progress\"}], \"summary\": {\"total\": 7, \"pending\": 0, \"in_progress\": 1, \"completed\": 6, \"cancelled\": 0}}",
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          "type": "function",
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            "name": "terminal",
            "arguments": "{\"command\":\"git diff --stat && git diff -- docs/streamlit-ux-boundaries.md src/jarvis_finance/dashboard/main.py src/jarvis_finance/dashboard/views/page_03_equities_etfs.py src/jarvis_finance/dashboard/views/page_08_reports.py | sed -n '1,260p'\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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            "name": "terminal",
            "arguments": "{\"command\":\"git branch --show-current && git remote -v\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
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      "role": "tool",
      "content": "{\"output\": \"docs/streamlit-ux-boundaries.md                    |  21 ++\\n src/jarvis_finance/dashboard/data.py               |  29 +-\\n src/jarvis_finance/dashboard/main.py               |   6 +-\\n .../dashboard/views/page_00_command_center.py      |  47 ++-\\n .../dashboard/views/page_01_portfolio.py           |   2 +-\\n .../dashboard/views/page_03_equities_etfs.py       | 334 ++++++++++++++++-----\\n .../dashboard/views/page_08_reports.py             |  19 +-\\n .../test_dashboard_functional_ux_stabilization.py  |   2 +-\\n tests/unit/test_dashboard_real_ui_acceptance.py    |   6 +-\\n .../test_dashboard_usability_simplification.py     |  10 +-\\n tests/unit/test_dashboard_ux_sprint2.py            | 102 +++++++\\n 11 files changed, 479 insertions(+), 99 deletions(-)\\ndiff --git a/docs/streamlit-ux-boundaries.md b/docs/streamlit-ux-boundaries.md\\nindex 1065698..4c90ecc 100644\\n--- a/docs/streamlit-ux-boundaries.md\\n+++ b/docs/streamlit-ux-boundaries.md\\n@@ -34,4 +34,25 @@ The FinanceManager dashboard remains a Streamlit application for the MVP.\\n - Cleaner separation between backend read/write APIs and frontend views.\\n - More professional interaction patterns for portfolio actions and review queues.\\n \\n+## Stack assessment\\n+\\n+- **Streamlit** remains the MVP shell. It is good enough for local Runtime-DB dashboards, explicit buttons, compact metric cards and audited forms. Its weak spots are row-click interactions, pixel-perfect layouts and complex multi-panel workflows.\\n+- **Dash** is attractive for Plotly-heavy analytical dashboards, but would add callback complexity without solving the portfolio workflow/audit problem as cleanly as a real app stack.\\n+- **NiceGUI** can produce more app-like Python-only UIs than Streamlit, but it is another framework migration before the data foundation is fully stable; defer unless Streamlit blocks a concrete MVP acceptance flow.\\n+- **FastAPI + React** is the likely long-term target once the ledger/import/valuation core stabilizes: backend APIs can enforce read/write boundaries, React can provide proper row selection, side panels, drawers, inline actions and polished responsive UX.\\n+\\n+## Swissquote UX inspiration reviewed\\n+\\n+Two Swissquote/eTrading screenshots from Google Drive were inspected as UX inspiration only. They were downloaded to `/tmp/finance_driveux`, not copied into the repository, and must stay out of Git.\\n+\\n+Useful patterns adopted or kept in mind:\\n+\\n+- A calm overview page with a small number of top metrics before details.\\n+- Clear separation of buying power/cash, total value and daily/quality indicators.\\n+- Portfolio sections as collapsible cards: Assets, Orders, Positions, News/Detail.\\n+- Position tables grouped by product type/account/currency with subtotals rather than one raw dump.\\n+- Per-row actions visible as plain user actions, while technical identifiers remain hidden.\\n+- Search by name/symbol/ISIN and explicit export/download actions.\\n+- Detail side panel / selected-position area is the right future pattern; Streamlit approximates this with selectboxes/buttons until a React frontend exists.\\n+\\n No migration is planned in this UX sprint; Streamlit remains the MVP shell.\\ndiff --git a/src/jarvis_finance/dashboard/main.py b/src/jarvis_finance/dashboard/main.py\\nindex 8110cce..654a36e 100644\\n--- a/src/jarvis_finance/dashboard/main.py\\n+++ b/src/jarvis_finance/dashboard/main.py\\n@@ -10,9 +10,9 @@ from jarvis_finance.dashboard import data as dashboard_data\\n from jarvis_finance.storage.database import connect\\n from jarvis_finance.storage.migrations import apply_migrations\\n \\n-USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Aktien & ETFs\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n-ADMIN_PAGE_TITLES = [\\\"Ledger\\\", \\\"Audit\\\", \\\"Alerts\\\", \\\"Data Quality\\\", \\\"Import Wizard\\\", \\\"Settings\\\", \\\"Crypto Manage\\\", \\\"Equity/ETF Manage\\\", \\\"Manual Review Queue\\\", \\\"Watchlist\\\"]\\n-TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\", \\\"Equities/ETFs\\\": \\\"Aktien & ETFs\\\"}\\n+USER_PAGE_TITLES = [\\\"Command Center\\\", \\\"Portfolio\\\", \\\"Crypto\\\", \\\"Wallets\\\", \\\"Position hinzufügen\\\", \\\"Reports\\\"]\\n+ADMIN_PAGE_TITLES = [\\\"Ledger\\\", \\\"Audit\\\", \\\"Alerts\\\", \\\"Data Quality\\\", \\\"Import Wizard\\\", \\\"Settings\\\", \\\"Crypto Manage\\\", \\\"Equity/ETF Manage\\\", \\\"Manual Review Queue\\\", \\\"Watchlist\\\", \\\"Portfolio Übersicht\\\"]\\n+TITLE_ALIASES = {\\\"Settings / Data Quality\\\": \\\"Settings\\\", \\\"Data Quality Center\\\": \\\"Data Quality\\\", \\\"Equities/ETFs\\\": \\\"Portfolio\\\"}\\n \\n \\n def safe_connect_existing_db(db_path: Path) -> Connection | None:\\ndiff --git a/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py b/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\nindex 230a15e..2a0ead9 100644\\n--- a/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n+++ b/src/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n@@ -8,7 +8,7 @@ from jarvis_finance.dashboard import data\\n from jarvis_finance.equity.manage import add_equity_transaction\\n from jarvis_finance.market_data.prices import equity_price_provider_by_name, refresh_market_prices\\n \\n-PAGE_TITLE = \\\"Equities/ETFs\\\"\\n+PAGE_TITLE = \\\"Portfolio\\\"\\n \\n \\n def _go_to_add_position(st) -> None:\\n@@ -17,14 +17,69 @@ def _go_to_add_position(st) -> None:\\n \\n \\n def _equity_rows(conn) -> list[dict]:\\n-    return [r for r in data.get_positions(conn) if str(r.get(\\\"asset_class\\\", \\\"\\\")).lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"} and data.d(r.get(\\\"quantity\\\")) != 0]\\n+    return [\\n+        r for r in data.get_positions(conn)\\n+        if str(r.get(\\\"asset_class\\\", \\\"\\\")).lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}\\n+        and data.d(r.get(\\\"quantity\\\")) != 0\\n+        and str(r.get(\\\"instrument_status\\\", \\\"\\\")).lower() != \\\"inactive\\\"\\n+    ]\\n+\\n+\\n+def _cash_rows(conn) -> list[dict]:\\n+    rows: list[dict] = []\\n+    for row in data.get_cash_overview(conn):\\n+        if data.d(row.get(\\\"amount_original\\\")) == 0:\\n+            continue\\n+        key = f\\\"cash::{row.get('platform','')}::{row.get('account_name','')}::{row.get('currency','')}\\\"\\n+        rows.append({\\n+            \\\"_kind\\\": \\\"cash\\\",\\n+            \\\"_key\\\": key,\\n+            \\\"account_id\\\": row.get(\\\"account_id\\\", \\\"\\\"),\\n+            \\\"instrument_id\\\": \\\"\\\",\\n+            \\\"platform\\\": row.get(\\\"platform\\\", \\\"\\\"),\\n+            \\\"account_name\\\": row.get(\\\"account_name\\\", \\\"\\\"),\\n+            \\\"asset_class\\\": \\\"cash\\\",\\n+            \\\"name\\\": row.get(\\\"account_name\\\") or row.get(\\\"platform\\\") or \\\"Cash\\\",\\n+            \\\"ticker\\\": \\\"\\\",\\n+            \\\"isin\\\": \\\"\\\",\\n+            \\\"quantity\\\": row.get(\\\"amount_original\\\", \\\"\\\"),\\n+            \\\"currency\\\": row.get(\\\"currency\\\", \\\"\\\"),\\n+            \\\"market_price_original\\\": \\\"1\\\" if row.get(\\\"currency\\\") == \\\"CHF\\\" else \\\"\\\",\\n+            \\\"price_currency\\\": row.get(\\\"currency\\\", \\\"\\\"),\\n+            \\\"price_date\\\": \\\"\\\",\\n+            \\\"price_provider\\\": \\\"cash ledger\\\",\\n+            \\\"market_value_chf\\\": row.get(\\\"amount_chf\\\", \\\"\\\"),\\n+            \\\"price_status\\\": \\\"ok\\\" if row.get(\\\"amount_chf\\\") else \\\"missing_fx\\\",\\n+            \\\"fx_status\\\": \\\"ok\\\" if row.get(\\\"amount_chf\\\") else \\\"missing_fx\\\",\\n+            \\\"cost_basis_chf\\\": \\\"\\\",\\n+            \\\"quality_warnings\\\": \\\"\\\" if row.get(\\\"amount_chf\\\") else \\\"missing_fx\\\",\\n+            \\\"data_quality_status\\\": row.get(\\\"quality_status\\\", \\\"\\\"),\\n+        })\\n+    return rows\\n+\\n+\\n+def _portfolio_rows(conn) -> list[dict]:\\n+    rows: list[dict] = []\\n+    for row in _cash_rows(conn):\\n+        rows.append(row)\\n+    for row in _equity_rows(conn):\\n+        item = dict(row)\\n+        item[\\\"_kind\\\"] = \\\"position\\\"\\n+        item[\\\"_key\\\"] = f\\\"position::{row.get('account_id')}::{row.get('instrument_id')}\\\"\\n+        rows.append(item)\\n+    return rows\\n \\n \\n def _asset_type(row: dict) -> str:\\n-    return \\\"ETF\\\" if str(row.get(\\\"asset_class\\\", \\\"\\\")).lower() == \\\"etf\\\" else \\\"Aktie\\\"\\n+    asset = str(row.get(\\\"asset_class\\\", \\\"\\\")).lower()\\n+    if asset == \\\"cash\\\":\\n+        return \\\"Cash\\\"\\n+    return \\\"ETF\\\" if asset == \\\"etf\\\" else \\\"Aktie\\\"\\n \\n \\n def _status(row: dict) -> str:\\n+    if _asset_type(row) == \\\"Cash\\\":\\n+        return \\\"Bewertet\\\" if row.get(\\\"market_value_chf\\\") else \\\"FX fehlt\\\"\\n     warnings = set(str(row.get(\\\"quality_warnings\\\") or \\\"\\\").split(\\\",\\\"))\\n     if not row.get(\\\"market_price_original\\\"):\\n         return \\\"Preis fehlt\\\"\\n@@ -38,10 +93,12 @@ def _status(row: dict) -> str:\\n \\n \\n def _market_value(row: dict) -> str:\\n-    return data.chf_text(row.get(\\\"market_value_chf\\\")) if row.get(\\\"market_value_chf\\\") else \\\"nicht bewertet\\\"\\n+    return data.chf_text(row.get(\\\"market_value_chf\\\")) if row.get(\\\"market_value_chf\\\") else \\\"nicht vollständig bewertet\\\"\\n \\n \\n def _price(row: dict) -> str:\\n+    if _asset_type(row) == \\\"Cash\\\":\\n+        return \\\"1\\\" if row.get(\\\"currency\\\") == \\\"CHF\\\" else \\\"FX offen\\\"\\n     return row.get(\\\"market_price_original\\\") or \\\"Preis fehlt\\\"\\n \\n \\n@@ -50,11 +107,11 @@ def _table_row(row: dict) -> dict[str, str]:\\n         \\\"Name\\\": row.get(\\\"name\\\", \\\"\\\"),\\n         \\\"Ticker\\\": row.get(\\\"ticker\\\", \\\"\\\"),\\n         \\\"ISIN\\\": row.get(\\\"isin\\\", \\\"\\\"),\\n-        \\\"Depot\\\": row.get(\\\"account_name\\\", \\\"\\\"),\\n+        \\\"Depot\\\": row.get(\\\"platform\\\") or row.get(\\\"account_name\\\", \\\"\\\"),\\n         \\\"Assettyp\\\": _asset_type(row),\\n-        \\\"Menge\\\": row.get(\\\"quantity\\\", \\\"\\\"),\\n+        \\\"Menge/Betrag\\\": row.get(\\\"quantity\\\", \\\"\\\"),\\n+        \\\"Währung\\\": row.get(\\\"currency\\\") or row.get(\\\"price_currency\\\") or \\\"\\\",\\n         \\\"Kurs\\\": _price(row),\\n-        \\\"Kurswährung\\\": row.get(\\\"price_currency\\\") or row.get(\\\"currency\\\") or \\\"\\\",\\n         \\\"Marktwert CHF\\\": _market_value(row),\\n         \\\"Status\\\": _status(row),\\n     }\\n@@ -66,7 +123,7 @@ def _sort_key(label: str):\\n     if label == \\\"Name A–Z\\\":\\n         return lambda r: r.get(\\\"name\\\", \\\"\\\").lower()\\n     if label == \\\"Depot\\\":\\n-        return lambda r: (r.get(\\\"account_name\\\", \\\"\\\"), r.get(\\\"name\\\", \\\"\\\"))\\n+        return lambda r: (r.get(\\\"platform\\\", \\\"\\\"), r.get(\\\"account_name\\\", \\\"\\\"), r.get(\\\"name\\\", \\\"\\\"))\\n     if label == \\\"Assettyp\\\":\\n         return lambda r: (_asset_type(r), r.get(\\\"name\\\", \\\"\\\"))\\n     if label == \\\"Status\\\":\\n@@ -76,60 +133,181 @@ def _sort_key(label: str):\\n     return lambda r: r.get(\\\"name\\\", \\\"\\\").lower()\\n \\n \\n-def _summary_cards(st, rows: list[dict]) -> None:\\n-    missing_price = sum(1 for r in rows if not r.get(\\\"market_price_original\\\"))\\n+def _summary_numbers(rows: list[dict]) -> dict[str, Decimal | int | str]:\\n+    cash = sum((data.d(r.get(\\\"market_value_chf\\\")) for r in rows if _asset_type(r) == \\\"Cash\\\" and r.get(\\\"market_value_chf\\\")), Decimal(\\\"0\\\"))\\n+    stocks = sum((data.d(r.get(\\\"market_value_chf\\\")) for r in rows if _asset_type(r) == \\\"Aktie\\\" and r.get(\\\"market_value_chf\\\")), Decimal(\\\"0\\\"))\\n+    etfs = sum((data.d(r.get(\\\"market_value_chf\\\")) for r in rows if _asset_type(r) == \\\"ETF\\\" and r.get(\\\"market_value_chf\\\")), Decimal(\\\"0\\\"))\\n+    missing_price = sum(1 for r in rows if _asset_type(r) != \\\"Cash\\\" and not r.get(\\\"market_price_original\\\"))\\n     missing_fx = sum(1 for r in rows if _status(r) == \\\"FX fehlt\\\")\\n-    incomplete_cost = sum(1 for r in rows if \\\"cost_basis_uncertain\\\" in str(r.get(\\\"quality_warnings\\\") or \\\"\\\") or not r.get(\\\"cost_basis_chf\\\"))\\n-    values = [data.d(r.get(\\\"market_value_chf\\\")) for r in rows if r.get(\\\"market_value_chf\\\")]\\n-    latest_price_update = max((str(r.get(\\\"price_date\\\") or \\\"\\\") for r in rows), default=\\\"\\\") or \\\"kein Preisupdate\\\"\\n-    c1, c2, c3, c4, c5, c6 = st.columns(6)\\n-    c1.metric(\\\"Gesamtwert Aktien/ETFs CHF\\\", data.chf_text(sum(values, Decimal(\\\"0\\\"))) if values and not missing_price and not missing_fx else \\\"Bewertung unvollständig\\\")\\n-    c2.metric(\\\"Anzahl Positionen\\\", str(len(rows)))\\n-    c3.metric(\\\"Positionen ohne Preis\\\", str(missing_price))\\n-    c4.metric(\\\"Positionen ohne FX\\\", str(missing_fx))\\n-    c5.metric(\\\"Einstand unvollständig\\\", str(incomplete_cost))\\n-    c6.metric(\\\"Letztes Preisupdate\\\", latest_price_update)\\n+    incomplete_cost = sum(1 for r in rows if _asset_type(r) != \\\"Cash\\\" and (\\\"cost_basis_uncertain\\\" in str(r.get(\\\"quality_warnings\\\") or \\\"\\\") or not r.get(\\\"cost_basis_chf\\\")))\\n+    latest_price_update = max((str(r.get(\\\"price_date\\\") or \\\"\\\") for r in rows if _asset_type(r) != \\\"Cash\\\"), default=\\\"\\\") or \\\"kein Preisupdate\\\"\\n+    return {\\n+        \\\"cash\\\": cash,\\n+        \\\"stocks\\\": stocks,\\n+        \\\"etfs\\\": etfs,\\n+        \\\"total\\\": cash + stocks + etfs,\\n+        \\\"missing_price\\\": missing_price,\\n+        \\\"missing_fx\\\": missing_fx,\\n+        \\\"incomplete_cost\\\": incomplete_cost,\\n+        \\\"latest_price_update\\\": latest_price_update,\\n+    }\\n+\\n+\\n+def _num(nums: dict[str, Decimal | int | str], key: str) -> Decimal:\\n+    return data.d(nums.get(key))\\n+\\n+\\n+def _count(nums: dict[str, Decimal | int | str], key: str) -> int:\\n+    return int(nums.get(key) or 0)\\n+\\n+\\n+def _summary_cards(st, rows: list[dict]) -> None:\\n+    n = _summary_numbers(rows)\\n+    c1, c2, c3, c4 = st.columns(4)\\n+    c1.metric(\\\"Gesamtwert CHF\\\", data.chf_text(_num(n, \\\"total\\\")))\\n+    c2.metric(\\\"Cash CHF\\\", data.chf_text(_num(n, \\\"cash\\\")))\\n+    c3.metric(\\\"Aktien CHF\\\", data.chf_text(_num(n, \\\"stocks\\\")) if _count(n, \\\"missing_price\\\") == 0 and _count(n, \\\"missing_fx\\\") == 0 else f\\\"{data.chf_text(_num(n, 'stocks'))} + offen\\\")\\n+    c4.metric(\\\"ETFs CHF\\\", data.chf_text(_num(n, \\\"etfs\\\")) if _count(n, \\\"missing_price\\\") == 0 and _count(n, \\\"missing_fx\\\") == 0 else f\\\"{data.chf_text(_num(n, 'etfs'))} + offen\\\")\\n+    c5, c6, c7, c8 = st.columns(4)\\n+    c5.metric(\\\"Ohne Preis\\\", str(_count(n, \\\"missing_price\\\")))\\n+    c6.metric(\\\"Ohne FX\\\", str(_count(n, \\\"missing_fx\\\")))\\n+    c7.metric(\\\"Einstand offen\\\", str(_count(n, \\\"incomplete_cost\\\")))\\n+    c8.metric(\\\"Letztes Preisupdate\\\", str(n[\\\"latest_price_update\\\"]))\\n+\\n+\\n+def _provider_summary(rows: list[dict]) -> list[dict[str, str]]:\\n+    out: list[dict[str, str]] = []\\n+    groups = sorted({r.get(\\\"platform\\\") or r.get(\\\"account_name\\\") or \\\"Anderes Konto\\\" for r in rows})\\n+    for group in groups:\\n+        group_rows = [r for r in rows if (r.get(\\\"platform\\\") or r.get(\\\"account_name\\\") or \\\"Anderes Konto\\\") == group]\\n+        nums = _summary_numbers(group_rows)\\n+        out.append({\\n+            \\\"Anbieter/Depot\\\": group,\\n+            \\\"Cash CHF\\\": data.chf_text(_num(nums, \\\"cash\\\")),\\n+            \\\"Aktien CHF\\\": data.chf_text(_num(nums, \\\"stocks\\\")) if _count(nums, \\\"missing_price\\\") == 0 and _count(nums, \\\"missing_fx\\\") == 0 else \\\"nicht vollständig bewertet\\\",\\n+            \\\"ETFs CHF\\\": data.chf_text(_num(nums, \\\"etfs\\\")) if _count(nums, \\\"missing_price\\\") == 0 and _count(nums, \\\"missing_fx\\\") == 0 else \\\"nicht vollständig bewertet\\\",\\n+            \\\"Gesamtwert Anbieter CHF\\\": data.chf_text(_num(nums, \\\"total\\\")) if _count(nums, \\\"missing_price\\\") == 0 and _count(nums, \\\"missing_fx\\\") == 0 else f\\\"{data.chf_text(_num(nums, 'total'))} + offen\\\",\\n+            \\\"Positionen\\\": str(len(group_rows)),\\n+            \\\"Unbewertet\\\": str(_count(nums, \\\"missing_price\\\") + _count(nums, \\\"missing_fx\\\")),\\n+        })\\n+    return out\\n+\\n+\\n+def _asset_summary(rows: list[dict]) -> list[dict[str, str]]:\\n+    out: list[dict[str, str]] = []\\n+    for label in [\\\"Cash\\\", \\\"Aktie\\\", \\\"ETF\\\"]:\\n+        group_rows = [r for r in rows if _asset_type(r) == label]\\n+        if not group_rows:\\n+            continue\\n+        nums = _summary_numbers(group_rows)\\n+        value = _num(nums, \\\"cash\\\") if label == \\\"Cash\\\" else _num(nums, \\\"stocks\\\") if label == \\\"Aktie\\\" else _num(nums, \\\"etfs\\\")\\n+        out.append({\\n+            \\\"Assettyp\\\": \\\"Aktien\\\" if label == \\\"Aktie\\\" else \\\"ETFs\\\" if label == \\\"ETF\\\" else \\\"Cash\\\",\\n+            \\\"Gesamt CHF\\\": data.chf_text(value) if _count(nums, \\\"missing_price\\\") == 0 and _count(nums, \\\"missing_fx\\\") == 0 else \\\"nicht vollständig bewertet\\\",\\n+            \\\"Anzahl\\\": str(len(group_rows)),\\n+            \\\"Unbewertet\\\": str(_count(nums, \\\"missing_price\\\") + _count(nums, \\\"missing_fx\\\")),\\n+        })\", \"exit_code\": 0, \"error\": null}",
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      "reasoning_content": "**Inspecting git status**\n\nI need to make a commit push, but first, I should inspect the status to confirm everything is intentional. The git diff looks huge, so checking for any secrets might be a good idea before adding the commit. Also, I’m thinking about possibly needing to kill the Streamlit process to avoid issues with pycache. Do I need to kill proc_881? And also check proc_22, which may have failed earlier. It's worth listing them out.",
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      "content": "{\"success\": true, \"name\": \"github-auth\", \"description\": \"GitHub auth setup: HTTPS tokens, SSH keys, gh CLI login.\", \"tags\": [\"GitHub\", \"Authentication\", \"Git\", \"gh-cli\", \"SSH\", \"Setup\"], \"related_skills\": [\"github-pr-workflow\", \"github-code-review\", \"github-issues\", \"github-repo-management\"], \"content\": \"---\\nname: github-auth\\ndescription: \\\"GitHub auth setup: HTTPS tokens, SSH keys, gh CLI login.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n  hermes:\\n    tags: [GitHub, Authentication, Git, gh-cli, SSH, Setup]\\n    related_skills: [github-pr-workflow, github-code-review, github-issues, github-repo-management]\\n---\\n\\n# GitHub Authentication Setup\\n\\nThis skill sets up authentication so the agent can work with GitHub repositories, PRs, issues, and CI. It covers two paths:\\n\\n- **`git` (always available)** — uses HTTPS personal access tokens or SSH keys\\n- **`gh` CLI (if installed)** — richer GitHub API access with a simpler auth flow\\n\\n## Detection Flow\\n\\nWhen a user asks you to work with GitHub, run this check first:\\n\\n```bash\\n# Check what's available\\ngit --version\\ngh --version 2>/dev/null || echo \\\"gh not installed\\\"\\n\\n# Check if already authenticated\\ngh auth status 2>/dev/null || echo \\\"gh not authenticated\\\"\\ngit config --global credential.helper 2>/dev/null || echo \\\"no git credential helper\\\"\\n```\\n\\n**Decision tree:**\\n1. If `gh auth status` shows authenticated → you're good, use `gh` for everything\\n2. If `gh` is installed but not authenticated → use \\\"gh auth\\\" method below\\n3. If `gh` is not installed → use \\\"git-only\\\" method below (no sudo needed)\\n\\n---\\n\\n## Method 1: Git-Only Authentication (No gh, No sudo)\\n\\nThis works on any machine with `git` installed. No root access needed.\\n\\n### Option A: HTTPS with Personal Access Token (Recommended)\\n\\nThis is the most portable method — works everywhere, no SSH config needed.\\n\\n**Step 1: Create a personal access token**\\n\\nTell the user to go to: **https://github.com/settings/tokens**\\n\\n- Click \\\"Generate new token (classic)\\\"\\n- Give it a name like \\\"hermes-agent\\\"\\n- Select scopes:\\n  - `repo` (full repository access — read, write, push, PRs)\\n  - `workflow` (trigger and manage GitHub Actions)\\n  - `read:org` (if working with organization repos)\\n- Set expiration (90 days is a good default)\\n- Copy the token — it won't be shown again\\n\\n**Step 2: Configure git to store the token**\\n\\n```bash\\n# Set up the credential helper to cache credentials\\n# \\\"store\\\" saves to ~/.git-credentials in plaintext (simple, persistent)\\ngit config --global credential.helper store\\n\\n# Now do a test operation that triggers auth — git will prompt for credentials\\n# Username: <their-github-username>\\n# Password: <paste the personal access token, NOT their GitHub password>\\ngit ls-remote https://github.com/<their-username>/<any-repo>.git\\n```\\n\\nAfter entering credentials once, they're saved and reused for all future operations.\\n\\n**Alternative: cache helper (credentials expire from memory)**\\n\\n```bash\\n# Cache in memory for 8 hours (28800 seconds) instead of saving to disk\\ngit config --global credential.helper 'cache --timeout=28800'\\n```\\n\\n**Alternative: set the token directly in the remote URL (per-repo)**\\n\\n```bash\\n# Embed token in the remote URL (avoids credential prompts entirely)\\ngit remote set-url origin https://<username>:<token>@github.com/<owner>/<repo>.git\\n```\\n\\n**Alternative: use a token-bearing URL for one command without persisting it**\\n\\nFor sensitive repos, avoid `git remote set-url` because it can leave token-bearing URLs in local config. Build the URL from an environment/local shell variable, run `fetch`/`push`, then `unset` it:\\n\\n```bash\\nTOKEN=\\\"<token read from a secure secret store>\\\"\\nAUTH_URL=\\\"https://${TOKEN}@github.com/<owner>/<repo>.git\\\"\\ngit fetch \\\"$AUTH_URL\\\" main:refs/remotes/origin/main --quiet\\n# Verify remote did not advance before pushing.\\nif [ \\\"$(git rev-parse origin/main)\\\" != \\\"$(git merge-base HEAD origin/main)\\\" ]; then\\n  unset TOKEN AUTH_URL\\n  echo \\\"Remote has new commits; stop before merge/rebase\\\"\\n  exit 3\\nfi\\ngit push \\\"$AUTH_URL\\\" main:main\\nunset TOKEN AUTH_URL\\n```\\n\\nDo not echo `$AUTH_URL`, do not set it as the remote, and do not include the token literally in command text or docs.\\n\\n**⚠️ Pitfall: GitHub PAT (Personal Access Token) vs Classic Token**\\n\\nGitHub's newer \\\"Fine-grained PAT\\\" and \\\"OAuth PAT\\\" formats (`github_pat_...`) do NOT work as passwords in `git push`. They must be embedded directly in the URL:\\n\\n```bash\\n# WRONG: Password auth is disabled for PAT\\ngit remote set-url origin https://<username>:<PAT>@github.com/<owner>/<repo>.git\\n# (This will fail with \\\"Password authentication is not supported\\\")\\n\\n# CORRECT: Embed PAT in URL\\ngit remote set-url origin https://github_pat_11xxx...@github.com/<owner>/<repo>.git\\n```\\n\\n**⚠️ Pitfall: Divergent branches when remote has initial commit**\\n\\nWhen a remote repo already has content (e.g. an initial commit) and your local has a different history, `git push` will fail with \\\"non-fast-forward\\\" or \\\"rejected\\\". Resolution:\\n\\n```bash\\n# 1. Fetch to see remote state\\ngit fetch origin\\n\\n# 2. Cherry-pick local commits onto remote (keeps both histories)\\ngit cherry-pick <local-commit-hash>\\n\\n# 3. If merge conflict, keep your version\\ngit checkout --ours .\\ngit add .\\ngit cherry-pick --continue --no-edit\\n\\n# 4. Then push\\ngit push -u origin main\\n```\\n\\nAlternative: `git pull --allow-unrelated-histories` then resolve conflicts.\\n\\n**Step 3: Configure git identity**\\n\\n```bash\\n# Required for commits — set name and email\\ngit config --global user.name \\\"Their Name\\\"\\ngit config --global user.email \\\"their-email@example.com\\\"\\n```\\n\\n**Step 4: Verify**\\n\\n```bash\\n# Test push access (this should work without any prompts now)\\ngit ls-remote https://github.com/<their-username>/<any-repo>.git\\n\\n# Verify identity\\ngit config --global user.name\\ngit config --global user.email\\n```\\n\\n### Option B: SSH Key Authentication\\n\\nGood for users who prefer SSH or already have keys set up.\\n\\n**Step 1: Check for existing SSH keys**\\n\\n```bash\\nls -la ~/.ssh/id_*.pub 2>/dev/null || echo \\\"No SSH keys found\\\"\\n```\\n\\n**Step 2: Generate a key if needed**\\n\\n```bash\\n# Generate an ed25519 key (modern, secure, fast)\\nssh-keygen -t ed25519 -C \\\"their-email@example.com\\\" -f ~/.ssh/id_ed25519 -N \\\"\\\"\\n\\n# Display the public key for them to add to GitHub\\ncat ~/.ssh/id_ed25519.pub\\n```\\n\\nTell the user to add the public key at: **https://github.com/settings/keys**\\n- Click \\\"New SSH key\\\"\\n- Paste the public key content\\n- Give it a title like \\\"hermes-agent-<machine-name>\\\"\\n\\n**Step 3: Test the connection**\\n\\n```bash\\nssh -T git@github.com\\n# Expected: \\\"Hi <username>! You've successfully authenticated...\\\"\\n```\\n\\n**Step 4: Configure git to use SSH for GitHub**\\n\\n```bash\\n# Rewrite HTTPS GitHub URLs to SSH automatically\\ngit config --global url.\\\"git@github.com:\\\".insteadOf \\\"https://github.com/\\\"\\n```\\n\\n**Step 5: Configure git identity**\\n\\n```bash\\ngit config --global user.name \\\"Their Name\\\"\\ngit config --global user.email \\\"their-email@example.com\\\"\\n```\\n\\n---\\n\\n## Method 2: gh CLI Authentication\\n\\nIf `gh` is installed, it handles both API access and git credentials in one step.\\n\\n### Interactive Browser Login (Desktop)\\n\\n```bash\\ngh auth login\\n# Select: GitHub.com\\n# Select: HTTPS\\n# Authenticate via browser\\n```\\n\\n### Token-Based Login (Headless / SSH Servers)\\n\\n```bash\\necho \\\"<THEIR_TOKEN>\\\" | gh auth login --with-token\\n\\n# Set up git credentials through gh\\ngh auth setup-git\\n```\\n\\n### Verify\\n\\n```bash\\ngh auth status\\n```\\n\\n---\\n\\n## Using the GitHub API Without gh\\n\\nWhen `gh` is not available, you can still access the full GitHub API using `curl` with a personal access token. This is how the other GitHub skills implement their fallbacks.\\n\\n### Setting the Token for API Calls\\n\\n```bash\\n# Option 1: Export as env var (preferred — keeps it out of commands)\\nexport GITHUB_TOKEN=\\\"<token>\\\"\\n\\n# Then use in curl calls:\\ncurl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n  https://api.github.com/user\\n```\\n\\n### Extracting the Token from Git Credentials\\n\\nIf git credentials are already configured (via credential.helper store), the token can be extracted:\\n\\n```bash\\n# Read from git credential store\\ngrep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|'\\n```\\n\\n### Helper: Detect Auth Method\\n\\nUse this pattern at the start of any GitHub workflow:\\n\\n```bash\\n# Try gh first, fall back to git + curl\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n  echo \\\"AUTH_METHOD=gh\\\"\\nelif [ -n \\\"$GITHUB_TOKEN\\\" ]; then\\n  echo \\\"AUTH_METHOD=curl\\\"\\nelif [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n  export GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n  echo \\\"AUTH_METHOD=curl\\\"\\nelif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n  export GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n  echo \\\"AUTH_METHOD=curl\\\"\\nelse\\n  echo \\\"AUTH_METHOD=none\\\"\\n  echo \\\"Need to set up authentication first\\\"\\nfi\\n```\\n\\n---\\n\\n## Troubleshooting\\n\\n| Problem | Solution |\\n|---------|----------|\\n| `git push` asks for password | GitHub disabled password auth. 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          "encrypted_content": "gAAAAABqCHhNG-hRIm5T_qDye8fZM5-rl4i5uiT8PMVCsKQoe6tJ1AXVbWdn2eoR08LEjUidxvMXdwlAOXqy7Vz4ru7oIqIs8zj3Tu61UvxD3V81TKqQTIHqvFqKl8uWNntgoT-Bg2UieDumYHJGPxQ_KPHIEw6wKNRfbPwyXTKAfJPkPmz-BcUtZStcoq1mSEjdULEvnH_ljPSS9LBX4hCOY56FKxVsg8514SZJn_3XEJc-LL-YF1YsOuRSQgtzxFbP5VQiT4zV55ZXqwkSS_8kR7Kh77C-E5Ei6o2qW8dtZ8n4QFRz0E1afUhySH6E3bSftjgFqE2f9PdChMk2MkVU02CL05AQqh1uJVA9jmTr-DMfBxbImUAcY-5GimY6etk6AmuvJtCpN5ejLse76Cu7uzP2w7xRtqy1abUcZuzcaZHFgSuhvrAn68OUOjnq7Abon5fvwtHNTPy2vXpobruRUR16Ry6DmBwNSJ2iND3ZhTNpX8iq8kcbR86xtrsAidCG480rojFCyYlUjrfgyO6eMVoUDq13a6m_IB1fW5wcLhfqxuUKqIJJ92UsCKg4AvPoGoyGRwQ1lrsKeZgeQxISviqxhNFeXmUp2dHDCbU9Xo0jiob3gUp11RATxzrgnf2jiPzMzRm-H1WImIqIine1IjB8WDLuzIjDeLta85JUhtrAIFgV9svqkAbed3k-Rc1lanV7aQ1mnsLchEnSLiubtRPlpn7LMMz6ZQm0b9hiIaYocwwwgpfpPEbNB_GUkyom59TstNpiM7w9G6_BmIhlh_Gn8KWjuHo5xTGpk8m0rbCzemm8PrdThMfQqn7D1h73zZ5ctlFWND1wXZJBjllPIQVqZCe7YA59RW9Czx3ZbIjOgyolpZv0rYdd4_lYy8EhoFPaLPyrxGgOAvZZEfHljoP4teNYJqILhI6roFr58NWX3RbzpmibM-RGoiskreDU7LoIclzgpYkf_UuANZxviJOg_wDKU6a1bkaCvHV8Uzp7wUMnyrKJAcjsQDgc8C-V7C0nuNrlkiwM9gRooJcQIr7y4CZdpJwjdUABRj4qM6AtJU8-G-ezRkbGik7Q149tAdL5koHlc21RQWx5d0nL4nMqOBgxLeTkFyldbbM5v77FUeun_MXPTFXRldF3WYVcshPI-A0nMuXbtewi-8qKrAcDa_qWX25RfQu9i9H9yw60CwmMCH58gvCWJbSqvJNZjyTlOlnS5T7WAj6oO9l_PcggvFlMr_EsxYmEeB6MKovWf6RMFUhLdYkkOojzDB-_KCFSkCAV",
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          "summary": [
            {
              "type": "summary_text",
              "text": "**Considering CSV tokenization**\n\nI’m thinking about potential issues with a CSV weird header token. I need to check if I should use the first non-empty cell as a token, especially since the field header is a URL and the value is likely a token. I’ll make sure not to output that. It seems like I need a script to set the authentication URL, and for GitHub, I can use token@github. I’ll need to push without echoing the URL. Let's see if we can try using the token from the first value in the CSV."
            }
          ]
        }
      ]
    },
    {
      "role": "tool",
      "content": "{\"output\": \"To https://github.com/Gamexgit/FinanceManager.git\\n   b7654b0..e17b7b6  HEAD -> main\\nfatal: could not read Username for 'https://github.com': Kein passendes Gerät bzw. keine passende Adresse gefunden\", \"exit_code\": 128, \"error\": null}",
      "tool_call_id": "call_wj3SiIkjHjwaesf1GbT8cynK"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_NZ1m4TtB5qABttvomou9RIl2",
          "call_id": "call_NZ1m4TtB5qABttvomou9RIl2",
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          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"set -euo pipefail\\npython - <<'PY' > /tmp/fm_push_url\\nfrom pathlib import Path\\nimport csv, sys\\np=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv')\\nrows=list(csv.reader(p.read_text(errors='ignore').splitlines()))\\nvals=[cell.strip() for row in rows for cell in row if cell.strip()]\\ntoken=next((v for v in vals if 'github.com/' not in v and (v.startswith(('github_pat_','ghp_','gho_','ghu_','ghs_','ghr_')) or len(v)>20)), '')\\nif not token:\\n    sys.exit('no token found')\\nprint('https://' + token + '@github.com/Gamexgit/FinanceManager.git')\\nPY\\nAUTH_URL=$(cat /tmp/fm_push_url)\\nrm -f /tmp/fm_push_url\\nREMOTE=$(git ls-remote \\\"$AUTH_URL\\\" refs/heads/main | awk '{print $1}')\\nunset AUTH_URL\\nLOCAL=$(git rev-parse HEAD)\\nprintf 'local=%s\\\\nremote=%s\\\\n' \\\"$LOCAL\\\" \\\"$REMOTE\\\"\\ntest \\\"$LOCAL\\\" = \\\"$REMOTE\\\"\\ngit status --short\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
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    {
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      "content": "{\"output\": \"local=e17b7b69f06e9b0d289d2b4dfe2b58ded69d3673\\nremote=e17b7b69f06e9b0d289d2b4dfe2b58ded69d3673\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_NZ1m4TtB5qABttvomou9RIl2"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_oxWPQ9pzRg5F0gCH58kU6DJI",
          "call_id": "call_oxWPQ9pzRg5F0gCH58kU6DJI",
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          "type": "function",
          "function": {
            "name": "todo",
            "arguments": "{\"merge\":true,\"todos\":[{\"content\":\"Commit, Push und remote Hash verifizieren\",\"id\":\"commitpush\",\"status\":\"completed\"}]}"
          }
        }
      ],
      "finish_reason": "tool_calls"
    },
    {
      "role": "tool",
      "content": "{\"todos\": [{\"id\": \"preflight\", \"content\": \"Git-/Runtime-Preflight, Backup, echte Runtime-UI in User Mode auf Kernseiten inspizieren\", \"status\": \"completed\"}, {\"id\": \"driveux\", \"content\": \"Google-Drive-Vorlagen nur als UX-Inspiration analysieren, ohne Rohbilder ins Repo\", \"status\": \"completed\"}, {\"id\": \"cleanup\", \"content\": \"Runtime Review/Test/Altartefakte trocken identifizieren, sicher archivieren/deaktivieren, Audit-Event schreiben\", \"status\": \"completed\"}, {\"id\": \"uisanity\", \"content\": \"Echte Runtime-UI erneut auf Command Center, Portfolio, Crypto, Wallets, Position hinzufügen, Reports prüfen\", \"status\": \"completed\"}, {\"id\": \"docs\", \"content\": \"Streamlit/Dash/NiceGUI/FastAPI+React Einschätzung dokumentieren\", \"status\": \"completed\"}, {\"id\": \"verify\", \"content\": \"Compile, pytest, Git-Safety, git diff --check, clean status verifizieren\", \"status\": \"completed\"}, {\"id\": \"commitpush\", \"content\": \"Commit, Push und remote Hash verifizieren\", \"status\": \"completed\"}], \"summary\": {\"total\": 7, \"pending\": 0, \"in_progress\": 0, \"completed\": 7, \"cancelled\": 0}}",
      "tool_call_id": "call_oxWPQ9pzRg5F0gCH58kU6DJI"
    },
    {
      "role": "assistant",
      "content": "Erledigt, Sir.\n\n- **Verify:** erfolgreich\n  - `python -m compileall -q src tests`\n  - `pytest -q` → **311 passed**\n  - Git-Safety → **OK**\n  - `git diff --check` → **OK**\n  - `git status --short` → **clean**\n\n- **Commit:** erstellt\n  - `e17b7b69f06e9b0d289d2b4dfe2b58ded69d3673`\n  - Message: `feat: polish finance dashboard user mode`\n\n- **Push:** erfolgreich nach `origin/main`\n  - Remote Hash verifiziert:\n  - Local: `e17b7b69f06e9b0d289d2b4dfe2b58ded69d3673`\n  - Remote: `e17b7b69f06e9b0d289d2b4dfe2b58ded69d3673`\n\nAlle Tasks aus der komprimierten Liste sind damit abgeschlossen.",
      "reasoning": "**Summarizing Git commands**\n\nI need to finalize my notes in German, ensuring I include key concepts like testing, committing, hash generation, and pushing changes. I should check the git status to confirm it's clean. My last command resulted in a blank output, so that indicates everything is in order. Also, it’s important to note the push verification step while avoiding any raw values in my summary. This will ensure clarity and completeness in my documentation.",
      "reasoning_content": "**Summarizing Git commands**\n\nI need to finalize my notes in German, ensuring I include key concepts like testing, committing, hash generation, and pushing changes. I should check the git status to confirm it's clean. My last command resulted in a blank output, so that indicates everything is in order. Also, it’s important to note the push verification step while avoiding any raw values in my summary. This will ensure clarity and completeness in my documentation.",
      "codex_reasoning_items": [
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          "id": "rs_0c47c0330ab8a72a016a087863e58c81918e19ff0b785de649",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Summarizing Git commands**\n\nI need to finalize my notes in German, ensuring I include key concepts like testing, committing, hash generation, and pushing changes. I should check the git status to confirm it's clean. My last command resulted in a blank output, so that indicates everything is in order. Also, it’s important to note the push verification step while avoiding any raw values in my summary. This will ensure clarity and completeness in my documentation."
            }
          ]
        }
      ],
      "codex_message_items": [
        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Erledigt, Sir.\n\n- **Verify:** erfolgreich\n  - `python -m compileall -q src tests`\n  - `pytest -q` → **311 passed**\n  - Git-Safety → **OK**\n  - `git diff --check` → **OK**\n  - `git status --short` → **clean**\n\n- **Commit:** erstellt\n  - `e17b7b69f06e9b0d289d2b4dfe2b58ded69d3673`\n  - Message: `feat: polish finance dashboard user mode`\n\n- **Push:** erfolgreich nach `origin/main`\n  - Remote Hash verifiziert:\n  - Local: `e17b7b69f06e9b0d289d2b4dfe2b58ded69d3673`\n  - Remote: `e17b7b69f06e9b0d289d2b4dfe2b58ded69d3673`\n\nAlle Tasks aus der komprimierten Liste sind damit abgeschlossen."
            }
          ],
          "id": "msg_0c47c0330ab8a72a016a08786665448191a4c03472754ccac8",
          "phase": "final_answer"
        }
      ],
      "finish_reason": "stop"
    },
    {
      "role": "user",
      "content": "[M G] [IMPORTANT: Background process proc_b3a3d66ba6eb matched watch pattern \"You can now view\".\nCommand: streamlit run src/jarvis_finance/dashboard/main.py --server.headless true --server.port 8503 --browser.gatherUsageStats false\nMatched output:\n  You can now view your Streamlit app in your browser.\n  Local URL: http://localhost:8503\n  Network URL: http://192.168.122.42:8503]"
    },
    {
      "role": "assistant",
      "content": "",
      "tool_calls": [
        {
          "id": "call_XgGVl4n51jXZ6SQ2rZP8S9J0",
          "call_id": "call_XgGVl4n51jXZ6SQ2rZP8S9J0",
          "response_item_id": "fc_0c47c0330ab8a72a016a08786fc228819182aaac452b238f13",
          "type": "function",
          "function": {
            "name": "process",
            "arguments": "{\"action\":\"list\"}"
          }
        }
      ],
      "finish_reason": "tool_calls",
      "reasoning": "**Checking process states**\n\nI need to respond to a notification that says a process matched but was killed. It seems it might be stale. Should I use a tool to check the process state? I think it’s necessary to look at the process list to ensure everything is current. Yes, checking the system state seems mandatory in this situation. I want to make sure I’m handling it correctly!",
      "reasoning_content": "**Checking process states**\n\nI need to respond to a notification that says a process matched but was killed. It seems it might be stale. Should I use a tool to check the process state? I think it’s necessary to look at the process list to ensure everything is current. Yes, checking the system state seems mandatory in this situation. I want to make sure I’m handling it correctly!",
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          "id": "rs_0c47c0330ab8a72a016a08786d71ec819189377dafdb87a4a6",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Checking process states**\n\nI need to respond to a notification that says a process matched but was killed. It seems it might be stale. Should I use a tool to check the process state? I think it’s necessary to look at the process list to ensure everything is current. Yes, checking the system state seems mandatory in this situation. I want to make sure I’m handling it correctly!"
            }
          ]
        }
      ]
    },
    {
      "role": "tool",
      "content": "{\"processes\": []}",
      "tool_call_id": "call_XgGVl4n51jXZ6SQ2rZP8S9J0"
    },
    {
      "role": "assistant",
      "content": "Das war eine **verspätete Watch-Notification** vom alten Streamlit-Prozess `proc_b3a3d66ba6eb`.\n\nAktueller Stand geprüft: **keine Background-Prozesse laufen mehr**.  \nAlso nichts offen, nichts zu stoppen — nur ein Nachhall aus der Werkzeugkammer. Elegant unheimlich, aber harmlos.",
      "codex_message_items": [
        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Das war eine **verspätete Watch-Notification** vom alten Streamlit-Prozess `proc_b3a3d66ba6eb`.\n\nAktueller Stand geprüft: **keine Background-Prozesse laufen mehr**.  \nAlso nichts offen, nichts zu stoppen — nur ein Nachhall aus der Werkzeugkammer. Elegant unheimlich, aber harmlos."
            }
          ],
          "id": "msg_0c47c0330ab8a72a016a08787238e881918bc1024221868711",
          "phase": "final_answer"
        }
      ],
      "finish_reason": "stop"
    },
    {
      "role": "user",
      "content": "[M G] bist du da?"
    },
    {
      "role": "assistant",
      "content": "Ja, Sir — ich bin da.  \nWach, verbunden und bereit für den nächsten Befehl.",
      "codex_message_items": [
        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Ja, Sir — ich bin da.  \nWach, verbunden und bereit für den nächsten Befehl."
            }
          ],
          "id": "msg_0c47c0330ab8a72a016a087f2a42cc8191b93119ad7d0927b7",
          "phase": "final_answer"
        }
      ],
      "finish_reason": "stop"
    },
    {
      "role": "user",
      "content": "[M G] Der aktuelle Streamlit-MVP ist technisch wertvoll, aber aus Nutzersicht weiterhin zu unübersichtlich. Ich möchte jetzt nicht weiter versuchen, Streamlit endlos zu optimieren.\n\nBitte starte keinen kompletten Rewrite und keine neuen Fachfeatures.\n\nBitte erstelle stattdessen eine konkrete Architektur- und Umsetzungsplanung für einen professionellen User-Frontend-Wechsel:\n\n# FastAPI + Vue User Dashboard Transition Plan\n\nZiel:\nStreamlit bleibt zunächst als Admin-/MVP-/Operations-Tool bestehen. Das professionelle User Dashboard soll künftig als separates Frontend mit FastAPI + Vue.js aufgebaut werden.\n\nWichtig:\n\n* Kein produktiver Datenverlust.\n* Keine Runtime-Daten ins Git.\n* Keine API-Keys ins Frontend.\n* Kein automatisiertes Trading.\n* Core Ledger bleibt Python.\n* SQLite bleibt vorerst Runtime-DB.\n* Business-Logik bleibt im bestehenden Python-Core.\n* FastAPI ist nur API-Schicht.\n* Vue ist nur User-Frontend.\n* Streamlit bleibt vorerst verfügbar.\n\n## 1. Entscheidung dokumentieren\n\nBitte erstelle ein ADR:\n\ndocs/decisions/ADR-0004-fastapi-vue-user-dashboard.md\n\nInhalt:\n\n* Warum Streamlit für MVP richtig war\n* Welche Streamlit-Grenzen jetzt sichtbar sind:\n\n  * Tabelleninteraktion\n  * Row Click / Selection\n  * Detailpanels\n  * Layoutkontrolle\n  * komplexe Wizards\n  * moderne UX\n  * State Handling\n* Warum FastAPI + Vue sinnvoll ist\n* Warum kein sofortiger Big-Bang-Rewrite\n* Warum Streamlit als Admin-/Operations-UI bleibt\n* Ziel: API-first, schrittweise Migration\n\nBitte auch kurz vergleichen:\n\n* Streamlit\n* Plotly Dash\n* NiceGUI\n* FastAPI + Vue\n* FastAPI + React\n\nMeine Präferenz:\nFastAPI + Vue + TypeScript + Tailwind + AG Grid + ECharts.\n\n## 2. Zielarchitektur\n\nBitte beschreibe die Zielarchitektur:\n\n### Backend\n\n* FastAPI\n* bestehender Python-Core bleibt Business-Logik\n* SQLite Runtime-DB bleibt vorerst\n* später PostgreSQL möglich\n* API liest/schreibt über Services, nicht direkt wildes SQL\n* Audit-Log bleibt Pflicht\n* Provider-Abfragen nur Backend-seitig\n* API-Keys bleiben nur Runtime-Secrets\n* keine Keys ins Frontend\n\n### Frontend\n\n* Vue 3\n* TypeScript\n* Vite\n* Tailwind CSS\n* Pinia oder Vue Query für State/Data Fetching\n* AG Grid oder TanStack Table für Positionslisten\n* ECharts oder Plotly.js für Charts\n* klare Seiten:\n\n  * Command Center\n  * Portfolio\n  * Crypto\n  * Wallets\n  * Aktien & ETFs\n  * Position hinzufügen\n  * Reports\n  * Settings/Admin später\n\n## 3. API-Verträge definieren\n\nBitte definiere zuerst API-Endpunkte, noch ohne Vollimplementierung.\n\n### Health / Runtime\n\n* GET /api/health\n* GET /api/runtime/status\n* GET /api/provider/status\n\n### Command Center\n\n* GET /api/overview\n\n  * Gesamtportfolio CHF\n  * Crypto CHF\n  * Aktien CHF\n  * ETF CHF\n  * Cash CHF\n  * unbewertete Positionen\n  * kritische Hinweise\n  * letztes Preisupdate\n\n### Portfolio\n\n* GET /api/portfolio/summary\n* GET /api/portfolio/positions\n* GET /api/portfolio/positions/{id}\n* GET /api/portfolio/groups?by=platform|asset_class\n\n### Crypto\n\n* GET /api/crypto/summary\n* GET /api/crypto/positions\n* GET /api/crypto/positions/{asset_id}\n* GET /api/crypto/wallets\n* GET /api/crypto/wallets/{wallet_id}\n* POST /api/crypto/price-update\n* POST /api/crypto/report\n\n### Aktien/ETF\n\n* GET /api/equity/summary\n* GET /api/equity/positions\n* GET /api/equity/positions/{id}\n* POST /api/equity/search\n* POST /api/equity/price-update\n\n### Cash\n\n* GET /api/cash/summary\n* POST /api/cash/initial-snapshot\n* POST /api/cash/adjustment\n\n### Actions / Transactions\n\n* POST /api/transactions/initial-snapshot\n* POST /api/transactions/buy\n* POST /api/transactions/sell\n* POST /api/transactions/dividend\n* POST /api/transactions/manual-adjustment\n\n### Audit\n\n* GET /api/audit?entity_type=&entity_id=\n\n### Reports\n\n* GET /api/reports\n* POST /api/reports/crypto\n* GET /api/reports/{id}\n\nWichtig:\nAlle schreibenden Endpunkte brauchen:\n\n* Preview/Review\n* Confirm\n* Audit-Log\n* keine stillen Mutationen\n\n## 4. Datenmodelle / DTOs\n\nBitte definiere Pydantic-Modelle für:\n\n* Money\n* Quantity\n* PortfolioSummary\n* PositionSummary\n*\nCryptoPositi\non\n* WalletSummary\n* EquityPosition\n* CashPosition\n* AlertSummary\n*\nAuditEvent\n* ReportMetadata\n* InstrumentSearchCandidate\n* TransactionPreview\n* TransactionConfirmRequest\n\nWichtig:\n\n* Decimal als String übertragen, nicht Float\n* CHF-Werte als String oder Decimal-kompatibel\n* keine internen IDs im User-Label, aber IDs im API-Objekt für Aktionen\n* Statuswerte nutzerfreundlich mappen\n\n## 5. Frontend UX-Zielbild\n\nBitte erstelle ein UI-Konzept für Vue.\n\n### Command Center\n\n* Cards:\n\n  * Gesamtportfolio\n  * Crypto\n  * Aktien\n  * ETFs\n  * Cash\n  * Kritische Hinweise\n* darunter:\n\n  * Asset Allocation Chart\n  * Top Positionen\n  * Data Quality Hinweise\n  * Schnellaktionen\n\n### Portfolio\n\n* AG Grid Tabelle:\n\n  * klickbare Zeilen\n  * Sortierung\n  * Filter\n  * Gruppierung nach Depot/Assetklasse\n  * Spalten ein-/ausblendbar\n* rechte Detail-Sidebar:\n\n  * Position Details\n  * Verlauf\n  * Aktionen\n\n### Crypto\n\n* Coin-Tabelle mit Row Click\n* Detail Drawer:\n\n  * Wallet-Aufteilung\n  * CoinGecko-Link\n  * Preisstatus\n  * Aktionen\n* Charts:\n\n  * Allokation nach Coin\n  * Allokation nach Wallet\n\n### Aktien & ETFs\n\n* Positionen nach Depot/Assettyp gruppierbar\n* Row Click\n* Detail Drawer\n* Preisstatus\n* FX-Status\n* Aktionen:\n\n  * Korrigieren\n  * Kaufen\n  * Verkaufen\n  * Dividende\n  * Verlauf\n\n### Position hinzufügen\n\nWizard:\n\n1. Assetklasse\n2. Suche\n3. Auswahl\n4. Menge/Depot/Datum\n5. FX/Cost Basis\n6. Review\n7. Speichern\n\n## 6. Minimaler Vertical Slice\n\nBitte plane als ersten tatsächlichen Umsetzungsschritt nur einen kleinen Vertical Slice:\n\n### Backend v0\n\n* FastAPI App startet\n* GET /api/health\n* GET /api/overview\n* GET /api/crypto/positions\n* GET /api/equity/positions\n* GET /api/cash/summary\n\n### Frontend v0\n\n* Vue App startet\n* Command Center\n* Crypto Positions Tabelle\n* Equity/Cash read-only Tabelle\n* Row Click mit Detailpanel für Crypto\n* keine Schreibaktionen im ersten Slice\n\nZiel:\nBeweisen, dass FastAPI + Vue die bessere UX für Übersicht und Interaktion liefert, ohne das ganze System neu zu bauen.\n\n## 7. Repo-Struktur vorschlagen\n\nBitte schlage eine Repo-Struktur vor:\n\ncopy\n\n\nsrc/jarvis_finance/\n  api/\n    main.py\n    routers/\n    schemas/\n    dependencies.py\n  services/\n    portfolio_service.py\n    crypto_service.py\n    equity_service.py\n    cash_service.py\n    report_service.py\n\nfrontend/\n  package.json\n  vite.config.ts\n  src/\n    main.ts\n    App.vue\n    api/\n    stores/\n    components/\n    pages/\n    router/\n\n\nBitte prüfen, ob \nfrontend/ ins gleiche Repo soll oder eigenes Repo.\n\nMeine Präferenz:\nFür MVP-Übergang ins gleiche Repo, aber mit klarer Trennung.\n\n## 8. Sicherheit\n\nBitte definieren:\n\n* CORS nur lokal\n* keine API-Keys im Frontend\n* keine echten Runtime-Daten ins Frontend-Build-Artefakt\n* keine DB-Dateien ins Git\n* keine Reports ins Git\n* Git-Safety um frontend/dist, .env, .env.local, Node-Artefakte erweitern\n* Backend liest Runtime-Secrets\n* Frontend nutzt nur Backend-API\n\n## 9. Tests\n\nBitte Teststrategie definieren:\n\nBackend:\n\n* pytest\n* FastAPI TestClient\n* API returns expected summary\n* no secrets leaked\n* Decimal as string\n* no direct DB mutation without service\n\nFrontend:\n\n* Vitest\n* Component tests\n* API mock tests\n* basic Playwright/E2E optional später\n\n## 10. Kein sofortiger Rewrite\n\nBitte jetzt nur planen und optional den minimalen Backend-API-Skeleton bauen, wenn das klein bleibt.\n\nNicht jetzt:\n\n* komplette Migration\n* alle Seiten neu bauen\n* Schreibaktionen\n* Auth\n* Deployment\n* Broker Import\n* neue Provider\n\n## 11. Parallel Streamlit stabil halten\n\nStreamlit bleibt:\n\n* Admin/Operations UI\n* Notfall-Fallback\n* schnelle Debug-Ansicht\n* bestehende Dashboard-Funktionen bleiben erhalten\n\n## 12. Abschlussbericht\n\nBitte nach diesem Planungs-/Skeleton-Sprint berichten:\n\n* ADR erstellt: ja/nein\n* API-Zielarchitektur beschrieben: ja/nein\n* Vue-Zielarchitektur beschrieben: ja/nein\n* API-Endpunkte definiert: ja/nein\n* DTOs definiert: ja/nein\n* Vertical Slice Plan erstellt: ja/nein\n* optional FastAPI-Skeleton erstellt: ja/nein\n* keine Streamlit-Funktion zerstört: ja/nein\n* Tests\n* Git-Safety\n* Commit-Hash\n*\nPush-Status\n* Empfehlung: Streamlit weiter stabilisieren oder Vue-Slice starten"
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      "reasoning": "**Considering FastAPI setup**\n\nIf FastAPI isn't a dependency, adding it can have some effects. I might need to use Pydantic, but I'm not sure if that's installed. To create a skeleton app, I think I'll need to add FastAPI to 'pyproject.' However, there's this note about deployment/auth not being enabled. I should consider implementing backend version 0 with FastAPI routers, but only if FastAPI is installed. Tests might need to skip if it’s not installed, but to test with TestClient, I'll definitely need FastAPI. I’ll have to check what’s installed.",
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      "reasoning_content": "**Considering FastAPI setup**\n\nIf FastAPI isn't a dependency, adding it can have some effects. I might need to use Pydantic, but I'm not sure if that's installed. To create a skeleton app, I think I'll need to add FastAPI to 'pyproject.' However, there's this note about deployment/auth not being enabled. I should consider implementing backend version 0 with FastAPI routers, but only if FastAPI is installed. Tests might need to skip if it’s not installed, but to test with TestClient, I'll definitely need FastAPI. I’ll have to check what’s installed.",
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              "text": "**Considering FastAPI setup**\n\nIf FastAPI isn't a dependency, adding it can have some effects. I might need to use Pydantic, but I'm not sure if that's installed. To create a skeleton app, I think I'll need to add FastAPI to 'pyproject.' However, there's this note about deployment/auth not being enabled. I should consider implementing backend version 0 with FastAPI routers, but only if FastAPI is installed. Tests might need to skip if it’s not installed, but to test with TestClient, I'll definitely need FastAPI. I’ll have to check what’s installed."
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      "role": "tool",
      "name": "skill_view",
      "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n  hermes:\\n    tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## When to use\\n\\nUse this skill whenever the user asks about the **Finance System – Architektur & Scripts** topic or work involving the user's personal finance-management system: portfolio imports, transaction accounting, Bank/Broker/CSV processing, dashboards, reports, tax/income views, FX logic, market data jobs, alerts, or later implementation.\\n\\nDo **not** use it for pure investment-strategy discussion; those belong in the separate finance strategy topic unless the user explicitly asks for technical implementation.\\n\\n## Core principles\\n\\n1. **No automated trading.** The system may prepare orders and recommendations, but never executes orders or connects to broker trading APIs for execution.\\n2. **Accounting first, opinions later.** MVP must prioritize correct transaction ledger, cash ledger, FX handling, income/tax data, and dashboard before complex scores, news, analyst ratings, or LLM analysis.\\n3. **Rule-based first.** Calculations, scores, alerts, rebalancing and reports must be deterministic and auditable. LLMs may only summarize/explain text or assist extraction with human review.\\n4. **CHF as base currency.** Store every transaction in original currency and CHF using historical FX at transaction/payment date; current valuations use current FX.\\n5. **Financial data secrecy.** Never expose real financial values, portfolio files, raw exports, reports with real numbers, DBs, API keys, or credentials in chat, GitHub, logs, or shared docs unless the user explicitly approves scope.\\n6. **Data ownership.** All data must be exportable: CSV, JSON, Parquet, SQLite/Postgres dump, Markdown/HTML/PDF reports.\\n\\n## Current v0.3 decisions\\n\\nSee `references/spec-v0.2-decisions.md` for the baseline, `references/spec-v0.3-decisions.md` for the priority update, `references/spec-v0.4-implementation-blueprint.md` for the MVP 1 technical implementation blueprint, `references/spec-v0.4.1-corrections.md` for accepted corrections, `references/spec-v0.5-repo-blueprint.md` for the concrete repo/implementation plan, `references/mvp-safety-gate-implementation.md` for the implementation safety-gate sequence and verification commands, `references/mvp-import-pipeline-tasks-9-13.md` for the synthetic CSV import/FX/transaction pipeline pattern, `references/mvp-ledger-cash-wac-positions.md` for cash/WAC/position ledger calculation rules and tests, `references/mvp-crypto-wallet-ledger.md` for crypto wallet/assets/holdings/transfers/buy-sell/fee MVP rules, `references/crypto-xlsx-initial-snapshot-dry-run.md` for the controlled real-file XLSX crypto initial-snapshot dry-run pattern and mapping decisions, `references/crypto-xlsx-initial-snapshot-production-import.md` for productive safe-subset XLSX import operations, compatibility/partial-write recovery, and dashboard correction follow-up, `references/crypto-single-coin-runtime-test.md` for controlled one-coin productive runtime tests and the coin-vs-holding ambiguity guard, `references/multi-wallet-crypto-and-equity-manage-ui.md` for approved multi-wallet single-coin snapshots, SQLite Decimal/TEXT affinity pitfalls, and synthetic-first Equity/ETF Manage UI patterns, `references/crypto-price-refresh-and-idempotent-btc-runtime.md` for robust batch price refresh and re-run-safe BTC/single-coin runtime checks, `references/crypto-runtime-db-consistency-verification.md` for post-import runtime DB consistency checks, exact safe-set verification, dashboard no-live-API testing, and runtime-only report generation, `references/mvp-crypto-manual-management-ui.md` for audited dashboard add/correct/remove crypto holding workflows after an initial snapshot, `references/mvp-market-import-safety-hardening.md` for CoinGecko provider/backoff, CSV importer completion, alert lifecycle, Git-safety and crypto Decimal precision patterns, `references/git-safety-verification-coverage.md` for the verifier-warning workflow and minimum Git-safety test matrix, `references/mvp-streamlit-dashboard.md` for the safe local Streamlit dashboard shell/read-model/testing pattern, `references/mvp-crypto-report-export.md` for local-only crypto report context/export rules, `references/github-token-push-from-drive.md` for the safe Google-Drive-token push workflow when local FinanceManager commits are ahead of GitHub, `references/runtime-backup-and-broker-mapping.md` for runtime DB backup/restore hardening plus PostFinance/True Wealth/Raiffeisen structural mapping/dry-run rules, `references/import-wizard-mapping-layer.md` for the Phase B1 import wizard, instrument/account mapping, review queue, data-quality and read-only safety pattern, `references/broker-parser-dry-run-pipeline.md` for the Phase B2 synthetic broker parser, dry-run, runtime review-item and UI quality-flag pipeline, `references/controlled-real-broker-dry-run.md` for the Phase B3 controlled real-file dry-run pattern with backup, aggregate-only reporting, runtime-only review items, and no productive position writes, and `references/broker-review-queue-hardening.md` for Phase B4 manual review queue filters, auditable mapping actions, import-readiness gating, dry-run session management, and Data Quality Center hardening without productive portfolio writes, and `references/guided-manual-review-pilot.md` for Phase B5 small-scope runtime metadata pilots that move selected review items to `ready_for_import` without productive imports, `references/broker-import-execution-plan-mini-import.md` for Phase B6 final dry-run execution plans plus exactly-one productive broker mini-import, `references/broker-mini-import-regression-and-corrections.md` for post-mini-import regression, void/correction workflows, backup/restore checks, and one-at-a-time follow-up imports, and `references/broker-mini-import-completion-and-dq-consolidation.md` for completing the last ready True-Wealth mini-import plus active-vs-resolved Data Quality alert consolidation, `references/equity-fx-market-data-phase-c.md` for the local FX/market-data foundation after broker mini-imports and before broader Equity/ETF valuation/imports, and `references/true-wealth-valuation-pilot-c2.md` for the True-Wealth valuation pilot safeguards around hedge metadata, provider mappings, historical FX failures, timestamp alignment, corporate-action flags, and aggregate-only runtime reporting, `references/true-wealth-mapping-candidate-review-c3.md` for the controlled mapping-candidate review pattern before any productive Equity/ETF price or FX valuation, `references/instrument-catalog-manual-add-workflow.md` for the general Instrument Catalog + dashboard manual-add workflow that must underpin future Equity/ETF/Crypto adds, and `references/public-instrument-lookup-candidate-generator.md` for runtime-only public metadata lookups, candidate review packs, alert dedupe, and no-auto-selection rules, and `references/mapping-candidate-ranking-decision-pack.md` for ranking raw candidates into a manual-review decision aid, Data Quality alerts, confirmation workflow, and migration pitfalls, and `references/dashboard-user-mode-ux-and-runtime-review.md` for User/Admin dashboard navigation, crypto wallet drilldowns, audited Crypto Manage actions, and runtime-only mapping demotion patterns, and `references/dashboard-functional-ux-stabilization.md` for removing duplicate Streamlit navigation, hiding unfinished User Mode pages, enforcing Read-only/Edit Mode button behavior, and testing explicit-click price/report actions, and `references/dashboard-usability-simplification.md` for the stricter MVP User Mode reduction, calm Command Center, compact Crypto/Wallet pages, direct inline action forms, and disabled-not-fake button rule, and `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md` for adjusted real crypto XLSX completion using CoinGecko IDs plus aggregate-only True Wealth/PostFinance DOCX Equity/ETF dry-run preparation, and `references/equity-docx-instrument-resolver-review-workflow.md` for the controlled Equity/ETF DOCX staging, resolver, review queue, local-Qwen-as-parser-only, and confirmed-only initial-snapshot workflow, `references/manual-equity-etf-entry-wizard.md` for the preferred manual Equity/ETF search/add-position wizard when DOCX imports are too unsafe or not approved, and `references/manual-position-entry-provider-ux.md` for User Mode placement, explicit-click provider lookup, runtime-secret loading, caching, and final verification/push discipline, and `references/equity-etf-provider-integration-openfigi-fmp.md` for the concrete OpenFIGI-first/FMP-second integration pattern, provider merge rules, local-price preview semantics, and `update-equity-prices` workflow, `references/provider-integration-sprint-v2.md` for the multi-provider Free/Fallback pattern covering OpenFIGI/FMP/Finnhub/Twelve Data/Massive/EODHD, explicit-action dashboard semantics, sanitized status/error categories, and low-volume EODHD handling, and `references/provider-secret-auth-debugging.md` for targeted runtime-secret/provider-auth debugging when keys are present but OpenFIGI/FMP smoke tests fail, and `references/mvp-freeze-zwischenbericht-abnahme.md` for the MVP-freeze Zwischenbericht/Abnahmeplan pattern after an accepted implementation sprint, and `references/mvp-dashboard-workflow-regressions.md` for MVP dashboard regression coverage around cached FX, Cash wizard writes, explicit-click Equity/Crypto price refresh, Crypto cache-detail UX, runtime cleanup archives, and authenticated push verification, and `references/mvp-acceptance-dashboard-fx-valuation-cleanup.md` for acceptance-mode dashboard fixes covering hidden internal FX statuses, cache/provider/manual/missing FX flows, Equity/ETF valuation labels, runtime cleanup backup/audit, and final push verification, and `references/dashboard-user-mode-finalization-and-push.md` for integrated Portfolio User Mode finalization, hidden report paths, post-pytest Git-safety cleanup, Streamlit restart sanity, and authenticated push/hash verification. Key decisions:\\n\\n- Platform/account views: Raiffeisen, PostFinance, True Wealth, Crypto-Coins, plus Gesamtansicht.\\n- Existing Google Drive files under `Finanzen/01 Aktueller Stand Portfolios` are **initial-snapshot reality checks**, not full ledgers.\\n- MVP means the smallest useful first version: correct data foundation, ledger, CHF/FX logic, platform views, crypto inventory, watchlist, reports, workflows and audit log.\\n- Stock/ETF tax documents are downgraded: optional reference/control module and dividend/distribution transparency, not MVP 1 and not a complete tax dossier replacement.\\n- Crypto inventory is promoted to MVP 1: wallet/platform-level holdings, Crypto PDF, CoinGecko valuation, stale-price warnings and manual verification.\\n- Crypto snapshot values are stale; use quantities only and recalculate current values via CoinGecko later.\\n- MVP dashboard recommendation: Streamlit + SQLite + SQLAlchemy/Pandas/Plotly; later migrateable to FastAPI + React/PostgreSQL.\\n- MVP inputs: manual dashboard entry, standard CSV import/export, later broker/bank export import. No direct broker integrations initially.\\n- Telegram crypto buys/sells/transfers should be parsed as pending transactions and only saved after explicit confirmation.\\n- Every portfolio or crypto change must create a History/Audit entry.\\n\\n## Required data model areas\\n\\nAt minimum design for:\\n\\n- `platforms`, `accounts`, `instruments`\\n- `transactions` with original currency and CHF fields\\n- `cash_ledger`\\n- derived `positions_current`\\n- `dividends_distributions`\\n- `market_prices`, `fx_rates`\\n- `watchlist_items`\\n- `alerts`\\n- `decision_journal`\\n- `reports`\\n- `data_quality_issues`\\n\\n## CSV/import rules\\n\\n- For broker/bank imports (PostFinance, True Wealth, Raiffeisen), build the safe review layer before productive imports: Import Wizard, instrument mappings, platform/account mappings, dry-run summaries, Manual Review Queue, Data Quality Center and visible read-only/write-enabled state. Follow `references/import-wizard-mapping-layer.md`. When wiring parser output into the wizard, use the synthetic-first parser/dry-run/review-item pipeline in `references/broker-parser-dry-run-pipeline.md`. After explicit approval for real-file dry-runs, follow `references/controlled-real-broker-dry-run.md`: preflight, verified runtime backup, temp-only file handling, aggregate-only reporting, runtime-only review items, and verification that productive positions/ledger rows stayed unchanged. For DOCX portfolio extracts from True Wealth/PostFinance, follow `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md`: use structural/masked parsing only, count field coverage and mapping status, treat ticker-without-exchange as review-needed, and stop before productive import. If the DOCX dry run shows low ISIN coverage/no cost basis/no transaction history or the user withholds final import approval, switch to `references/equity-docx-instrument-resolver-review-workflow.md`: create `instrument_import_candidates`-style staging, use local Qwen only as an assistive parser if available, classify ticker-only rows as `needs_manual_review`, expose a Mapping Review Queue, and import only later from `confirmed` candidates after explicit approval. If the user rejects productive DOCX import or wants direct manual control, follow `references/manual-equity-etf-entry-wizard.md`: make the main path an audited portfolio-app-style search/add-position wizard with explicit candidate selection, no live API on render, no ticker-only auto-selection, hidden technical IDs in User Mode, cost-basis/FX quality alerts, and audit-log writes. When the user asks to make real dry-run results manually editable, follow `references/broker-review-queue-hardening.md`: add filters/detail views, auditable review-metadata actions, per-item/session import-readiness status, dry-run session management, and Data Quality Center counts while keeping productive portfolio writes disabled. For a guided manual-review pilot on real runtime items, follow `references/guided-manual-review-pilot.md`: select 1–3 clear ETF/equity items (prefer True Wealth), write only audited review metadata, correct only presence booleans if needed, derive `ready_for_import` via readiness logic, and verify productive tables remain unchanged. Before the first productive broker position import, follow `references/broker-import-execution-plan-mini-import.md`: create runtime-only execution plans from the ready review items, validate exact Decimal-text payloads from the runtime source, preserve missing FX/cost-basis quality flags, then import exactly one ledger `initial_position_snapshot` after a verified backup; do not write `positions_snapshot` as the source of truth. After the first mini-import and before broader imports, follow `references/broker-mini-import-regression-and-corrections.md`: verify import links/audit/Decimal handling/re-import blocking, add or test safe void/correction flows, run backup/restore-to-test-DB regression, and only then optionally import one more ready plan. When the user approves finishing a remaining small set, follow `references/broker-mini-import-completion-and-dq-consolidation.md`: first disambiguate active vs resolved stale crypto alerts with `check-data-quality --scope crypto --resolve-fixed`, then import exactly one remaining ready execution plan after backup/verify, and consolidate Review Queue/Data Quality counts without exposing values.\\n- Do not pivot into later analytics modules while the user has asked for import/mapping hardening. Monte Carlo, backtesting, rebalancing, scores, heatmaps and projections are later phases unless explicitly re-authorized.\\n- Use a canonical CSV format before broker-specific importers.\\n- Imports must be idempotent via external transaction ID or row hash.\\n- Importers must separate dry-run and commit modes, collect validation errors explicitly, and always create an `import_sessions` record even for dry runs or failed imports.\\n- Import results should classify rows as new, existing, duplicate, or failed; do not rely on `INSERT OR IGNORE` as the only duplicate-detection mechanism.\\n- Row hashes must be stable and deterministic: normalize key order, whitespace, and `None` versus empty strings while leaving domain-specific canonicalization to the importer.\\n- If a source file has only current holdings and no full history, import it as `initial_position_snapshot` / `initial_cash_snapshot`, not fake historical buys.\\n- Missing historic FX, fees, taxes, dates, investment case, target weights, or dividend details must be flagged as data-quality gaps.\\n\\n## FX and return rules\\n\\nFor acceptance-mode dashboard fixes around manual position entry and valuation UX, follow `references/mvp-acceptance-dashboard-fx-valuation-cleanup.md`: hide internal FX status codes from User Mode, treat CHF as `not_needed`, resolve USD/EUR via cache/provider on explicit save, require a conscious manual-or-missing choice when FX cannot be resolved, and never store `ok` without a rate. For real Runtime-DB Streamlit regression sprints spanning Alerts, navigation, FX/Cash, Equity/ETF interaction, cleanup, no-live-render, browser sanity, and final push verification, also follow `references/dashboard-real-ui-acceptance-regression.md`.\\n\\nFor foreign currency assets, always distinguish:\\n\\n- price/security performance in original currency\\n- FX effect to CHF\\n- realized P&L\\n- unrealized P&L\\n- dividends/distributions/income\\n- fees and taxes\\n- Total Return in CHF\\n\\nEvery transaction/income event needs:\\n\\n- original amount and currency\\n- historical FX rate to CHF, or explicit `fx_status=missing` with a critical data-quality alert\\n- FX source and timestamp\\n- CHF equivalent at event date when FX is known\\n\\nManual FX overrides require a non-empty note and an audit-log entry.\\n\\n## Ledger calculation rules\\n\\n- Cash after system start must be calculated from `transactions`; `cash_balances` is only a snapshot/cache/control view.\\n- `initial_cash_snapshot` and `initial_position_snapshot` are explicit starting truths, not fabricated historical trades.\\n- Implement Weighted Average Cost as the MVP internal performance method: buy fees increase cost basis, partial sells remove proportional cost basis, realized P&L is calculated against average cost, full sells zero remaining quantity/cost basis, and dividends do not alter quantity or cost basis.\\n- WAC is not tax-complete; do not add FIFO/LIFO/tax-lot logic in MVP 1, but keep transaction granularity so it can be added later.\\n- Position calculations must keep zero-quantity historical positions visible when sale history exists.\\n- Missing market price or FX must degrade data quality and suppress precise Total Return CHF rather than inventing a value.\\n- Before productive dashboard use, add alert deduplication per rule/entity/date.\\n- Market-FX for non-CHF market prices belongs to the later Market/FX provider block.\\n\\n## Crypto MVP rules\\n\\n- Crypto inventory is MVP-critical but must remain dummy-first until mapper/dry-run layers are ready; do not touch real coin/wallet files during core implementation. After explicit user approval, real files may be read only from temp/runtime for controlled dry runs using `references/crypto-xlsx-initial-snapshot-dry-run.md`; report only aggregate counts/labels and never quantities or values. Productive safe-subset imports require a second explicit approval and must follow `references/crypto-xlsx-initial-snapshot-production-import.md`: external runtime DB only, no real CSV/XLSX/reports/DBs in Git, Git-safety before/after, import-session + audit-log creation, and aggregate-only reporting. When the user supplies an adjusted real crypto workbook with CoinGecko IDs for missing/previously skipped assets, follow `references/crypto-adjusted-xlsx-and-equity-docx-dryrun.md`: detect the actual structure first, validate IDs against CoinGecko metadata, import only clear missing asset/holding subsets after verified backup, preserve Decimal/Text quantities, ignore legacy CHF values, and delete temporary source files.\\n- Wallet names must be unique; wallet addresses are optional and must not appear in tests/fixtures.\\n- Validate wallet type against: Hardware Wallet, Software Wallet, Exchange, Bank/Broker, DeFi, Sonstiges.\\n- CoinGecko ID is strongly recommended but not hard-required; missing ID creates a data-quality warning and blocks reliable valuation.\\n- Crypto symbols are not globally unique; symbol conflicts require warning/manual selection, never silent merging.\\n- Initial crypto holdings are confirmed snapshots by wallet+asset. Store legacy values for provenance/control only, never current valuation.\\n- Crypto holdings should be calculated/controlled from initial snapshots plus crypto transactions, not silently overwritten.\\n- Crypto transfers require different source/target wallets, quantity > 0, and same asset; coin fees reduce source-wallet balance.\\n- Negative wallet balances should be blocked in MVP and produce a critical alert unless a future explicit correction workflow is implemented.\\n- Crypto buys/sells with fiat impact must create/reference general ledger transactions via `source_type='crypto'`/`source_id` so cash remains ledger-consistent.\\n- Fiat fees should be ledger fees when unambiguous; avoid double counting when a fee is already embedded in sell net proceeds.\\n- Unknown fee currency creates a data-quality warning instead of invented accounting.\\n- Crypto Cost Basis/WAC is not required for MVP 1; MVP 1 prioritizes crypto holdings, wallet structure, current valuation, reports and audit.\\n- Crypto report context/export must be renderer-neutral and local-only: build from SQLite, aggregate by coin and wallet, use local cached prices only, preserve Decimal/Text values, ignore legacy snapshot values for current valuation, include data-quality warnings, and write generated files only to the external runtime reports directory.\\n- Crypto PDF export should be optional-dependency tolerant: prefer PDF when a renderer is available, otherwise fall back to HTML/Markdown with a clear warning while still recording report metadata and audit.\\n- After productive real-data crypto imports, run the post-import runtime verification in `references/crypto-runtime-db-consistency-verification.md`: exact safe-set membership checks, aggregate-only counts, audit/import-session traceability, dashboard render with no live API, runtime-only report generation, and Git-safety before/after.\\n- Manual dashboard additions/corrections/removals after an initial snapshot must follow `references/mvp-crypto-manual-management-ui.md`: no silent `crypto_holdings` mutation, explicit confirmation, mandatory notes for adjustments/removals, audit-log entries with old/new values, Decimal/TEXT quantity handling, no negative holdings, and no live API lookup during render. For dashboard UX/read-model work, also follow `references/dashboard-user-mode-ux-and-runtime-review.md`: split User Mode from Admin/Review/Debug, aggregate coins across wallets, hide technical IDs in normal views, keep cached-price semantics explicit, and make Crypto Manage actions audited workflows rather than raw table edits.\\n- Crypto tax logic, tax lots, FIFO/LIFO and detailed cost basis are later modules.\\n- Keep crypto assets separate from `instruments` for MVP 1, but later evaluate a shared Asset Master if it improves reporting, performance views or watchlists.\\n\\n## Income/tax rules\\n\\nFor dividends and ETF distributions, separately store:\\n\\n- gross dividend/distribution\\n- Swiss withholding tax 35%\\n- foreign withholding tax\\n- other tax/withholding if present\\n- net amount\\n- original currency\\n- historic FX to CHF\\n- gross/net CHF equivalents\\n- platform/account\\n- ISIN/ticker\\n- payment date\\n- ex-dividend date if available\\n\\nPlan later ESTV/ICTax support for Swiss year-end values and tax reports, but label outputs as technical reports, not tax advice.\\n\\n## Market-data rules\\n\\n- Dashboard reads primarily from local DB, not directly from APIs on page load.\\n- For Equity/ETF FX and market-data hardening after broker mini-imports, follow `references/equity-fx-market-data-phase-c.md`: validate active `missing_fx` alerts by original transaction currency first, correct only CHF false positives with audit, keep foreign-currency missing-FX alerts active until local historical rates exist, use ISIN as instrument identity and provider symbols only as market-data mappings, and run market-price providers only from explicit CLI/scheduled jobs.\\n- For the True-Wealth valuation pilot, follow `references/true-wealth-valuation-pilot-c2.md`: do not import more positions, do not guess provider symbols or hedge status, extend instrument metadata for currency hedging/status/valuation policy/corporate-action state, handle historical-FX paywalls as `manual_override_required` without crashing, align price/FX timestamps before claiming valuation precision, and report only aggregate runtime counts.\\n- For True-Wealth mapping-candidate review after the valuation pilot, follow `references/true-wealth-mapping-candidate-review-c3.md`: create runtime-only provider-symbol candidates keyed by ISIN/instrument, keep name-only or ticker-without-exchange candidates review-required, mark multiple candidates `needs_manual_review`, do not auto-select final mappings on ambiguity, keep hedge/instrument status unknown until confirmed, and ensure market-price dry runs call no provider when there are zero confirmed mappings. For public metadata lookup implementation details, provider result caps, OpenFIGI/Yahoo evidence handling, alert dedupe, runtime-only review templates, and UI/test requirements, use `references/public-instrument-lookup-candidate-generator.md`. For ranking/scoring candidates, generating a runtime-only user decision pack, surfacing `candidate_review_required` and same-ISIN multiple-listing risks, and confirming/rejecting candidates with audit logs, use `references/mapping-candidate-ranking-decision-pack.md`.\\n- For the broader Instrument Catalog + manual-add workflow, follow `references/instrument-catalog-manual-add-workflow.md`: documents/import files are initial-population aids, but the dashboard must allow audited manual add of equities/ETFs and later coins via search, candidate selection, account/wallet selection, Decimal/Text quantity, date, cost-basis/snapshot info and notes. ISIN is primary for equities/ETFs but can have multiple listings; ticker/symbol alone is never unique; provider symbols are market-data mappings only; CoinGecko ID is primary for crypto provider identity. External lookups may use only non-confidential instrument metadata and must never send quantities, balances, account/wallet IDs, cost basis, private notes or source documents. If DOCX/Broker import is not approved or structurally weak, use `references/manual-equity-etf-entry-wizard.md` as the preferred user path: search on explicit click, show candidates, require conscious selection, allow warned manual creation, then review/confirm an audited initial snapshot or transaction. For the concrete Dashboard/User-Mode implementation pattern, provider order (local/OpenFIGI/FMP/Finnhub/manual), runtime `.env` secret lookup, provider-result caching, and final compile/test/Git-safety/commit/push discipline, also follow `references/manual-position-entry-provider-ux.md` and `references/equity-etf-provider-integration-openfigi-fmp.md`. For multi-provider hardening across OpenFIGI/FMP/Finnhub/Twelve Data/Massive/EODHD, follow `references/provider-integration-sprint-v2.md`: support all documented secret aliases including `TWELVEDATA_API_KEY`, keep FMP primary, use Twelve/Finnhub/Massive as fallback, keep EODHD explicit low-volume only, sanitize status/error output, and ensure dashboard status uses non-probing render mode. If provider smoke tests report missing candidates or unreachable providers despite keys being stored, first follow `references/provider-secret-auth-debugging.md`: verify runtime secret loading without printing values, classify 401/403 as `auth_failed` rather than generic reachability failure, and improve status diagnostics before adding features.\\n- First Streamlit MVP should be a safe, local, read-first shell over SQLite with explicit synthetic demo DB creation only; page render functions must not call CoinGecko/market APIs, and tests should prove that by monkeypatching provider methods to fail.\\n- Functional UX stabilization work must prioritize making the existing dashboard genuinely usable before adding more pages. Follow `references/dashboard-functional-ux-stabilization.md`: use one navigation system, move executable page modules out of Streamlit `pages/` when using a custom router, hide unfinished pages from User Mode, replace text-link/fake actions with real buttons or disabled controls, enforce session-based Edit Mode for writes, keep IDs/debug notes out of User Mode, and test price/report provider calls happen only on explicit clicks. If the user says the dashboard is still too busy or prototype-like, follow `references/dashboard-usability-simplification.md`: reduce User Mode to only currently useful pages, keep the Command Center calm, avoid misleading `CHF 0.00` Equity/ETF displays when valuation is incomplete, make Crypto the primary MVP surface, and ensure every visible button either works immediately, opens an inline form, or is disabled with a reason. For regression hardening after manual-position/provider work, also follow `references/mvp-dashboard-workflow-regressions.md`: cache-first historical FX, audited Cash wizard writes, explicit-click Equity/ETF and Crypto refreshes, no live API on render, User Mode cache-source labels without raw IDs, and manifest-based runtime cleanup.\\n- Use scheduled jobs to update prices/FX/news.\\n- Store provider, timestamp, quality status and freshness for every price/FX point.\\n- Implement caching, local historical storage, batch requests where possible, provider rate-limit queues, and backoff on HTTP 429.\\n- CoinGecko integrations must be mockable and unit-tested without real API calls; treat HTTP 429 as non-fatal and return a non-fresh data-quality status plus alert after configured retries.\\n- Crypto price refresh belongs in CLI/scheduled-job commands, not dashboard/report rendering. Prefer CoinGecko batch requests over per-coin requests; expose conservative controls (`--sleep-seconds`, `--max-retries`, `--initial-backoff`, `--max-backoff`, `--only-missing`, `--only-stale`, `--only-symbol`, `--limit`, `--dry-run`, `--currency`). Commands should use aggregate-only output (`total_assets/updated/cached/skipped/stale/warnings/errors/assets_still_missing_local_price`), cache by configurable `max_age_seconds`, store exact Decimal prices as TEXT in `crypto_prices`, and verify dashboard/report contexts read local prices with `live_api_calls=False`. For details and tests see `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- After an accepted sprint, respect an explicit MVP freeze: do not add providers or large features; write/update the sanitized repo report and acceptance checklist, verify with compile/tests/Git-safety, commit/push, and prepare the next real end-to-end runtime test. See `references/mvp-freeze-zwischenbericht-abnahme.md`.\\n- Candidate providers: Finnhub, Financial Modeling Prep, Twelve Data, Stooq, Alpha Vantage selectively, Yahoo Finance fallback only; CoinGecko for crypto; later DefiLlama; ESTV/ICTax for Swiss tax values.\\n\\n## Crypto Decimal precision rules\\n\\nSQLite has no exact native DECIMAL. In the crypto context, store quantities, prices, crypto fees and valuation-relevant amounts as exact Decimal strings (`TEXT`) and compute with Python `Decimal`. Never convert crypto quantity/price/fee/valuation through float/REAL. Format Decimal writes with `format(value, \\\"f\\\")` so small quantities such as `0.00000001` do not become scientific notation. CSV importers must validate Decimal strings, and tests should assert high-precision preservation plus SQLite text storage. For multi-wallet real-data snapshots and Equity/ETF ledger fields, also see `references/multi-wallet-crypto-and-equity-manage-ui.md`; SQLite `NUMERIC` affinity can coerce Decimal-looking text to `real`, so schema/migrations should use `TEXT` for exact quantities, FX rates, original amounts and CHF equivalents where precision matters.\\n\\n## Alert lifecycle rules\\n\\nAlerts must be deduplicated and lifecycle-aware before dashboards run repeated calculations. Use a dedup key from `rule_id`, `entity_type`, `entity_id`, `priority` and an error fingerprint. Alerts should carry `status` (`active`, `resolved`, `muted`), `resolved_at`, optional `muted_until`, `last_seen_at`, `occurrence_count`, `fingerprint` and `dedup_key`. Re-seeing an identical active/resolved/muted alert should update `last_seen_at`/`occurrence_count` rather than create a new active row; changed fingerprints may create a new alert.\\n\\n## Git/GitHub safety\\n\\nCode/scripts/docs may be stored in a private Git repo, but never commit financial data. Use the `github-repo-management` skill and its `references/sensitive-code-backup.md` guidance.\\n\\nMinimum `.gitignore` for finance repos must block `data/`, `reports/`, `exports/`, `backups/`, DB files, spreadsheets, PDFs, DOCX, raw CSV/JSON, `.env`, tokens, credentials and client secrets. Only synthetic examples under `examples/` are acceptable.\\n\\n## MVP implementation safety gate\\n\\nBefore any real broker/bank/portfolio/crypto data is imported, build and verify the safety foundation described in `references/mvp-safety-gate-implementation.md`: repo skeleton, `.gitignore`, `.env.example`, runtime outside repo, settings validation, SQLite schema, synthetic fixtures, audit log, CSV dry-run, duplicate protection, and Git-safety scan. Run the safety scan before staging, committing, or pushing. If GitHub credentials are needed from Drive, use them only in a temporary location and never echo token values.\\n\\n- Before broader productive imports, implement or verify the runtime backup loop in `references/runtime-backup-and-broker-mapping.md`: backup outside Git, SHA256 verification, restore requiring explicit confirmation, tests for backup/restore/checksum, and Git-safety coverage that blocks backup artifacts in the repo. For PostFinance/True Wealth/Raiffeisen, perform structural mapping and dry-runs only until the user approves import; report aggregate counts/field coverage/quality flags only, never real values or raw rows. If backup CLI output is too terse to evidence the backup path/checksum, call `jarvis_finance.runtime.backup.backup_runtime_db(...)` and `verify_backup(...)` directly and report only path-existence/outside-repo/checksum status, not DB contents.\\n\\n## Common pitfalls\\n\\n- Starting later analytics (Monte Carlo, backtesting, rebalancing, scoring, heatmaps, projections) while import/mapping/data-quality phases are still being hardened or while the user explicitly asked to postpone them.\\n- Treating a holdings snapshot as a real transaction history.\\n- Mixing price P&L and FX P&L.\\n- Letting dashboard refreshes hammer APIs.\\n- Committing realistic sample data to Git because the repo is private. Private GitHub is not a financial data vault.\\n- Showing real portfolio values back to the user unnecessarily in summaries.\\n- Designing Git-safety scans that block source package names like `src/.../imports` or `src/.../reports`; block top-level runtime/data directories instead.\\n- In broker/bank real-file dry-runs, aggregating Data Quality flags only for `review_status='open'`. Blocked review items are still actionable data-quality issues; include `open` and `blocked` so defensive Raiffeisen aggregate-only rows remain visible.\\n- Letting manual review actions blur into productive import actions. Review-metadata writes (ISIN/ticker/exchange/account/instrument confirmations, ignore/resolve, dry-run archive/current status) may be allowed with audit logs, but they must not write `positions_snapshot`, `transactions`, `cash_balances`, ledger rows, or cash snapshots. Name-only mapping must never become `mapped`/`ready_for_import`; ticker-only without exchange remains review-needed; `aggregate_only` remains blocked for instrument import. In guided pilots, do not force `ready_for_import` by direct status edits; let readiness logic derive it after audited metadata actions, and if parser presence flags were missed, correct only boolean presence metadata with an audit event, never actual quantities/values.\\n- Skipping the execution-plan layer between ready review items and productive broker imports. A final dry-run should materialize runtime-only execution plans with source row hash, target IDs, exact Decimal-text payload summary, quality flags and planned write status. Productive mini-imports should consume exactly one planned ready payload, write exactly one ledger `initial_position_snapshot`, mark that plan/review item imported, leave the other ready plans untouched, and verify zero direct `positions_snapshot`/cash writes. After the first productive mini-import, do not proceed straight to mass import: run regression checks, implement/test void and correction audit paths, verify backup/restore to a separate test DB, and import at most one additional ready plan. When later completing the final ready plan, first resolve Data Quality alert ambiguity by counting only active alerts (`status='active'`) and treating resolved rows as history; then import exactly one plan and consolidate counts. See `references/broker-import-execution-plan-mini-import.md`, `references/broker-mini-import-regression-and-corrections.md`, and `references/broker-mini-import-completion-and-dq-consolidation.md`.\\n- Running compile/tests before Git-safety and forgetting generated `__pycache__`; remove or ignore generated caches before safety scans. `pytest` may recreate `.pytest_cache`, so remove `__pycache__`/`.pytest_cache` again after test execution and before `git-safety-scan`.\\n- Treating every active `missing_fx` alert after a broker mini-import as a bug. First aggregate by original currency: CHF rows may be false positives (`fx=1`, `not_needed`, resolve with audit), but foreign-currency rows without local historical FX should remain active and block precise CHF valuation until rates are populated.\\n- Auto-mapping Equity/ETF market prices by instrument name or ticker alone. ISIN is the instrument identity, but one ISIN can have multiple listings across exchange/currency, so even ISIN matches may need candidate selection. Provider symbols are separate market-data mappings, ticker without exchange is review-needed, and missing provider symbols should create deduplicated Data Quality alerts rather than triggering provider guesses. For mapping-candidate phases, candidate creation is allowed in the runtime DB, but final selection must remain manual/audited unless the user explicitly approves and the match is unambiguous. Public lookup endpoints can return dozens of listings; cap result sets, dedupe active mapping alerts by rule/entity, and do not treat search-fallback results as ISIN-confirmed unless the provider response supplies ISIN evidence.\\n- Designing future portfolio entry as import-file-only. Imports/documents are for initial population and existing holdings; the system must also support dashboard manual add/search workflows with audited ledger writes, explicit candidate selection, Decimal/Text quantities, required notes where history is incomplete, and no silent overwrites. If the user says DOCX/Broker files are too unsafe or not approved, stop the productive import path and pivot to the manual Equity/ETF wizard in `references/manual-equity-etf-entry-wizard.md`; keep the review queue optional/admin-only, ensure manual-entry broker accounts exist, and do not expose technical IDs in User Mode. The manual entry path must be visible in normal User Mode (e.g. `Position hinzufügen`) with Command Center routing; provider lookup must be explicit-click only, cache results locally, load provider keys from runtime secrets, and degrade missing keys to warnings. See `references/instrument-catalog-manual-add-workflow.md` and `references/manual-position-entry-provider-ux.md`.\\n- Letting an Equity/ETF market-price dry run call providers when no confirmed mappings exist. The safe outcome is `total_mappings=0`, no provider calls, and aggregate reporting only.\\n- For valuation pilots on historical broker snapshots, treating a computable current market value as a clean performance result. `snapshot_only`, `cost_basis_uncertain`, missing hedge confirmation, missing historical FX, stale price/FX timestamp alignment, or suspected corporate actions must keep valuation `partially_valuable` or suppress precise Total Return until reviewed.\\n- Inferring CHF-hedged ETF behavior from the name alone. Hedge status is methodology-critical: unknown status should create a warning/review item; confirmed CHF hedging must prevent naive free FX-PnL attribution.\\n- Crashing or blocking on historical-FX provider paywalls. Persist `manual_override_required`, create deduplicated alerts, keep the flow moving, and require a noted audited manual override instead of guessing latest FX.\\n- Productive real-data imports can partially write before surfacing schema/importer compatibility issues. Do not rerun blindly or dump row-level data; inspect aggregate counts and unique identifiers needed for idempotency, patch/complete via missing-only inserts, then verify committed import session, audit log, Git clean and Git-safety OK.\\n- In controlled one-coin runtime tests from a real XLSX, distinguish **one coin/asset** from **one holding/wallet row**. A coin may be split across multiple wallet columns; if the user required an unambiguous target wallet or one holding, stop and ask rather than choosing a wallet silently. If the user explicitly approves multi-wallet import for that coin, import exactly one asset plus one audited holding per non-empty approved wallet cell; verify aggregate counts only. If re-running a BTC/single-coin test finds the exact approved asset and holdings already present, do not import duplicates; perform the aggregate-only idempotency checks and report that asset/holding counts did not increase because duplicate prevention succeeded. See `references/crypto-single-coin-runtime-test.md`, `references/multi-wallet-crypto-and-equity-manage-ui.md`, and `references/crypto-price-refresh-and-idempotent-btc-runtime.md`.\\n- After productive crypto imports, do a separate aggregate-only consistency pass before building new features: DB/runtime outside repo, exact safe-subset membership, no duplicate/negative/orphan holdings, correct snapshot date, null legacy-value fields when ignored, import sessions committed, holding-level audit traces present, dashboard local-read/no-live-API verified, and report generated only under runtime reports.\\n- Letting a dashboard correction UI mutate crypto holdings directly. Add/remove/edit operations must become audited transactions or `manual_adjustment` events with mandatory notes where appropriate; preserve history instead of silently overwriting balances.\\n- Letting normal dashboard pages become technical raw-table dumps. For this user's Finance dashboard, implement an Alltag/User Mode that hides internal IDs/provider internals and presents aggregate, actionable read models; keep raw identifiers, candidate details and audit/debug fields in Admin/Review/Data Quality views. See `references/dashboard-user-mode-ux-and-runtime-review.md`.\\n- Treating Streamlit dashboard UX stabilization as a chance to build more modules. When the user complains about prototype feel, first eliminate duplicate navigation, empty User Mode pages, fake/text buttons, unclear Read-only/Edit state, and raw technical IDs. Keep unfinished pages in Admin/Debug or hide them; every visible button must work, prefill a real workflow, or be disabled with a reason. See `references/dashboard-functional-ux-stabilization.md` and `references/dashboard-usability-simplification.md`.\\n- Letting an accepted sprint half-finished because the next feature is tempting. If cleanup, final tests, Git-safety, commit, and push are still missing, finish those in order before starting new work. Remove `.pytest_cache`/`__pycache__` before and after tests, then run Git-safety, `git diff --check`, verify clean status, commit, push, and fetch/update `origin/main` to prove sync. If normal `origin` verification is unauthenticated but a FinanceManager runtime GitHub token is available, verify the remote hash through a temporary authenticated URL and unset it immediately; do not set token-bearing remotes or print the token. See `references/dashboard-usability-simplification.md` and `references/dashboard-user-mode-finalization-and-push.md`.\\n- Breaking an explicit MVP freeze by adding more providers/features after the user accepted the sprint. In freeze mode, produce the sanitized Zwischenbericht/Abnahmeplan, separate implemented vs not-finished vs risks, include concrete user acceptance checklists, and run the same verification/push discipline as code changes. See `references/mvp-freeze-zwischenbericht-abnahme.md`.\\n- Running Git-safety immediately after pytest without cleaning generated caches. Pytest can recreate `.pytest_cache`; remove `.pytest_cache` and `__pycache__` after the final test run, then run Git-safety before staging/commit/push.\\n- In MVP acceptance mode, exposing raw internal workflow states (`ok`, `missing`, `manual_override_required`, `not_needed`) to User Mode is a bug, not documentation. Convert them into plain choices such as automatic FX, manual FX, or save incomplete; keep the stored internal status deterministic and audited.\\n- Treating absent CoinGecko/Crypto detailcache code as something to invent during an acceptance bugfix sprint. If the codebase has no implementation, report it as an explicit open gap unless the user authorizes a new feature mini-sprint.\\n- Relying on the user's prose description of a spreadsheet layout instead of detecting the actual workbook structure. In adjusted crypto XLSX files, CoinGecko IDs may appear as an `API ID` column in the same row rather than a preceding row; use the detected structure, validate IDs, and report the difference aggregate-only.\\n- Treating formula/scientific-notation source cells as automatic import blockers. Count them, but block only when exact Decimal/Text conversion fails; never use float arithmetic for crypto quantities.\\n- Printing raw DOCX/table rows while analyzing real broker files. Use masked structural flags and aggregate counts only; real position names/values/quantities stay out of chat/log summaries.\\n- Counting ticker-like tokens from DOCX as confirmed Equity/ETF mappings. Without ISIN plus exchange/provider confirmation, mappings are `probable` or `needs_manual_review`, not productive-import ready.\\n- Treating low-confidence Equity/ETF DOCX extraction as enough for import. If most positions lack ISIN, cost basis or transaction history, build/operate a staging resolver and Mapping Review Queue first. Ticker-only rows stay `needs_manual_review`; local Qwen may help extract candidates but must not decide mappings or write ledger rows. See `references/equity-docx-instrument-resolver-review-workflow.md`.\\n- Treating verifier/file-mutation warnings as either automatically true or automatically false. Check the exact commit with `git show --name-status --patch <commit> -- <file>`, then separately verify whether the test matrix actually covers the promised cases.\\n- Treating provider lookup smoke-test failures as simple `not reachable` / `no candidates` when runtime keys exist. Follow `references/provider-secret-auth-debugging.md`: confirm the runtime secret file is loaded without printing values, verify OpenFIGI uses `X-OPENFIGI-APIKEY` header and FMP uses `apikey`, split network reachability from provider auth, and classify HTTP 401/403 as `auth_failed`, 429 as `rate_limited`, empty 2xx as `no_results`, and DNS/timeout as `network_error`. Do not start a new feature block until the secret/auth diagnosis is resolved.\\n- Letting multi-provider market-data integration become implicit dashboard behavior or an API-call spray. 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      "content": "{\"success\": true, \"name\": \"writing-plans\", \"description\": \"Write implementation plans: bite-sized tasks, paths, code.\", \"tags\": [\"planning\", \"design\", \"implementation\", \"workflow\", \"documentation\"], \"related_skills\": [\"subagent-driven-development\", \"test-driven-development\", \"requesting-code-review\"], \"content\": \"---\\nname: writing-plans\\ndescription: \\\"Write implementation plans: bite-sized tasks, paths, code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n  hermes:\\n    tags: [planning, design, implementation, workflow, documentation]\\n    related_skills: [subagent-driven-development, test-driven-development, requesting-code-review]\\n---\\n\\n# Writing Implementation Plans\\n\\n## Overview\\n\\nWrite comprehensive implementation plans assuming the implementer has zero context for the codebase and questionable taste. Document everything they need: which files to touch, complete code, testing commands, docs to check, how to verify. Give them bite-sized tasks. DRY. YAGNI. TDD. Frequent commits.\\n\\nAssume the implementer is a skilled developer but knows almost nothing about the toolset or problem domain. Assume they don't know good test design very well.\\n\\n**Core principle:** A good plan makes implementation obvious. If someone has to guess, the plan is incomplete.\\n\\n## When to Use\\n\\n**Always use before:**\\n- Implementing multi-step features\\n- Breaking down complex requirements\\n- Delegating to subagents via subagent-driven-development\\n\\n**Don't skip when:**\\n- Feature seems simple (assumptions cause bugs)\\n- You plan to implement it yourself (future you needs guidance)\\n- Working alone (documentation matters)\\n\\n## Bite-Sized Task Granularity\\n\\n**Each task = 2-5 minutes of focused work.**\\n\\nEvery step is one action:\\n- \\\"Write the failing test\\\" — step\\n- \\\"Run it to make sure it fails\\\" — step\\n- \\\"Implement the minimal code to make the test pass\\\" — step\\n- \\\"Run the tests and make sure they pass\\\" — step\\n- \\\"Commit\\\" — step\\n\\n**Too big:**\\n```markdown\\n### Task 1: Build authentication system\\n[50 lines of code across 5 files]\\n```\\n\\n**Right size:**\\n```markdown\\n### Task 1: Create User model with email field\\n[10 lines, 1 file]\\n\\n### Task 2: Add password hash field to User\\n[8 lines, 1 file]\\n\\n### Task 3: Create password hashing utility\\n[15 lines, 1 file]\\n```\\n\\n## Plan Document Structure\\n\\n### Header (Required)\\n\\nEvery plan MUST start with:\\n\\n```markdown\\n# [Feature Name] Implementation Plan\\n\\n> **For Hermes:** Use subagent-driven-development skill to implement this plan task-by-task.\\n\\n**Goal:** [One sentence describing what this builds]\\n\\n**Architecture:** [2-3 sentences about approach]\\n\\n**Tech Stack:** [Key technologies/libraries]\\n\\n---\\n```\\n\\n### Task Structure\\n\\nEach task follows this format:\\n\\n````markdown\\n### Task N: [Descriptive Name]\\n\\n**Objective:** What this task accomplishes (one sentence)\\n\\n**Files:**\\n- Create: `exact/path/to/new_file.py`\\n- Modify: `exact/path/to/existing.py:45-67` (line numbers if known)\\n- Test: `tests/path/to/test_file.py`\\n\\n**Step 1: Write failing test**\\n\\n```python\\ndef test_specific_behavior():\\n    result = function(input)\\n    assert result == expected\\n```\\n\\n**Step 2: Run test to verify failure**\\n\\nRun: `pytest tests/path/test.py::test_specific_behavior -v`\\nExpected: FAIL — \\\"function not defined\\\"\\n\\n**Step 3: Write minimal implementation**\\n\\n```python\\ndef function(input):\\n    return expected\\n```\\n\\n**Step 4: Run test to verify pass**\\n\\nRun: `pytest tests/path/test.py::test_specific_behavior -v`\\nExpected: PASS\\n\\n**Step 5: Commit**\\n\\n```bash\\ngit add tests/path/test.py src/path/file.py\\ngit commit -m \\\"feat: add specific feature\\\"\\n```\\n````\\n\\n## Writing Process\\n\\n### Step 1: Understand Requirements\\n\\nRead and understand:\\n- Feature requirements\\n- Design documents or user description\\n- Acceptance criteria\\n- Constraints\\n\\n### Step 2: Explore the Codebase\\n\\nUse Hermes tools to understand the project:\\n\\n```python\\n# Understand project structure\\nsearch_files(\\\"*.py\\\", target=\\\"files\\\", path=\\\"src/\\\")\\n\\n# Look at similar features\\nsearch_files(\\\"similar_pattern\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n\\n# Check existing tests\\nsearch_files(\\\"*.py\\\", target=\\\"files\\\", path=\\\"tests/\\\")\\n\\n# Read key files\\nread_file(\\\"src/app.py\\\")\\n```\\n\\n### Step 3: Design Approach\\n\\nDecide:\\n- Architecture pattern\\n- File organization\\n- Dependencies needed\\n- Testing strategy\\n\\n### Step 4: Write Tasks\\n\\nCreate tasks in order:\\n1. Setup/infrastructure\\n2. Core functionality (TDD for each)\\n3. Edge cases\\n4. Integration\\n5. Cleanup/documentation\\n\\n### Step 5: Add Complete Details\\n\\nFor each task, include:\\n- **Exact file paths** (not \\\"the config file\\\" but `src/config/settings.py`)\\n- **Complete code examples** (not \\\"add validation\\\" but the actual code)\\n- **Exact commands** with expected output\\n- **Verification steps** that prove the task works\\n\\n### Step 6: Review the Plan\\n\\nCheck:\\n- [ ] Tasks are sequential and logical\\n- [ ] Each task is bite-sized (2-5 min)\\n- [ ] File paths are exact\\n- [ ] Code examples are complete (copy-pasteable)\\n- [ ] Commands are exact with expected output\\n- [ ] No missing context\\n- [ ] DRY, YAGNI, TDD principles applied\\n\\n### Step 7: Save the Plan\\n\\n```bash\\nmkdir -p docs/plans\\n# Save plan to docs/plans/YYYY-MM-DD-feature-name.md\\ngit add docs/plans/\\ngit commit -m \\\"docs: add implementation plan for [feature]\\\"\\n```\\n\\n## Principles\\n\\n### DRY (Don't Repeat Yourself)\\n\\n**Bad:** Copy-paste validation in 3 places\\n**Good:** Extract validation function, use everywhere\\n\\n### YAGNI (You Aren't Gonna Need It)\\n\\n**Bad:** Add \\\"flexibility\\\" for future requirements\\n**Good:** Implement only what's needed now\\n\\n```python\\n# Bad — YAGNI violation\\nclass User:\\n    def __init__(self, name, email):\\n        self.name = name\\n        self.email = email\\n        self.preferences = {}  # Not needed yet!\\n        self.metadata = {}     # Not needed yet!\\n\\n# Good — YAGNI\\nclass User:\\n    def __init__(self, name, email):\\n        self.name = name\\n        self.email = email\\n```\\n\\n### TDD (Test-Driven Development)\\n\\nEvery task that produces code should include the full TDD cycle:\\n1. Write failing test\\n2. Run to verify failure\\n3. Write minimal code\\n4. Run to verify pass\\n\\nSee `test-driven-development` skill for details.\\n\\n### Frequent Commits\\n\\nCommit after every task:\\n```bash\\ngit add [files]\\ngit commit -m \\\"type: description\\\"\\n```\\n\\n## Common Mistakes\\n\\n### Vague Tasks\\n\\n**Bad:** \\\"Add authentication\\\"\\n**Good:** \\\"Create User model with email and password_hash fields\\\"\\n\\n### Incomplete Code\\n\\n**Bad:** \\\"Step 1: Add validation function\\\"\\n**Good:** \\\"Step 1: Add validation function\\\" followed by the complete function code\\n\\n### Missing Verification\\n\\n**Bad:** \\\"Step 3: Test it works\\\"\\n**Good:** \\\"Step 3: Run `pytest tests/test_auth.py -v`, expected: 3 passed\\\"\\n\\n### Missing File Paths\\n\\n**Bad:** \\\"Create the model file\\\"\\n**Good:** \\\"Create: `src/models/user.py`\\\"\\n\\n## Execution Handoff\\n\\nAfter saving the plan, offer the execution approach:\\n\\n**\\\"Plan complete and saved. Ready to execute using subagent-driven-development — I'll dispatch a fresh subagent per task with two-stage review (spec compliance then code quality). Shall I proceed?\\\"**\\n\\nWhen executing, use the `subagent-driven-development` skill:\\n- Fresh `delegate_task` per task with full context\\n- Spec compliance review after each task\\n- Code quality review after spec passes\\n- Proceed only when both reviews approve\\n\\n## Remember\\n\\n```\\nBite-sized tasks (2-5 min each)\\nExact file paths\\nComplete code (copy-pasteable)\\nExact commands with expected output\\nVerification steps\\nDRY, YAGNI, TDD\\nFrequent commits\\n```\\n\\n**A good plan makes implementation obvious.**\\n\", \"path\": \"software-development/writing-plans/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/writing-plans\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"planning\", \"design\", \"implementation\", \"workflow\", \"documentation\"], \"related_skills\": [\"subagent-driven-development\", \"test-driven-development\", \"requesting-code-review\"]}}}",
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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\\\", \\\"account_id\\\", \\\"entity_id\\\", \\\"rule_id\\\", \\\"source_id\\\", \\\"provider_symbol_status\\\", \\\"hedge_status\\\", \\\"dedup_key\\\", \\\"fingerprint\\\", \\\"raw_json\\\"}\\n   118|    return [k for k in row if not k.startswith(\\\"_\\\") and k not in hidden]\\n   119|\\n   120|\\n   121|def percent_text(value: Decimal | None) -> str:\\n   122|    if value is None:\\n   123|        return \\\"\\\"\\n   124|    return f\\\"{dec_text(value, '0.01')}%\\\"\\n   125|\\n   126|\\n   127|def price_status(price: dict[str, str] | None) -> str:\\n   128|    if not price:\\n   129|        return \\\"missing\\\"\\n   130|    return price.get(\\\"quality_status\\\") or \\\"missing\\\"\\n   131|\\n   132|\\n   133|def _latest_price_time(conn: Connection, *, currency: str = \\\"CHF\\\") -> str:\\n   134|    row = conn.execute(\\n   135|        \\\"\\\"\\\"\\n   136|        SELECT COALESCE(MAX(provider_timestamp), MAX(fetched_at)) AS ts\\n   137|        FROM crypto_prices WHERE price_currency=?\\n   138|        \\\"\\\"\\\",\\n   139|        (currency.upper(),),\\n   140|    ).fetchone()\\n   141|    return row[\\\"ts\\\"] if row and row[\\\"ts\\\"] else \\\"\\\"\\n   142|\\n   143|\\n   144|def _crypto_value_rows(conn: Connection, *, price_max_age_seconds: int = 86_400) -> list[dict[str, object]]:\\n   145|    holdings = calculate_crypto_holdings(conn)\\n   146|    rows: list[dict[str, object]] = []\\n   147|    for asset_id, holding in sorted(holdings.total_by_asset.items()):\\n   148|        asset = conn.execute(\\\"SELECT * FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n   149|        if not asset:\\n   150|            continue\\n   151|        price = latest_crypto_price(conn, asset_id, \\\"CHF\\\", max_age_seconds=price_max_age_seconds)\\n   152|        price_dec = d(price[\\\"price\\\"]) if price and price[\\\"price\\\"] else None\\n   153|        value = holding.quantity * price_dec if price_dec is not None else None\\n   154|        wallets = {wid for (wid, aid), wh in holdings.wallet_holdings.items() if aid == asset_id and wh.quantity != 0}\\n   155|        rows.append({\\n   156|            \\\"asset_id\\\": asset_id,\\n   157|            \\\"coin\\\": asset[\\\"coin_name\\\"],\\n   158|            \\\"symbol\\\": asset[\\\"symbol\\\"],\\n   159|            \\\"coingecko_id\\\": asset[\\\"coingecko_id\\\"] or \\\"\\\",\\n   160|            \\\"quantity\\\": holding.quantity,\\n   161|            \\\"price\\\": price_dec,\\n   162|            \\\"value\\\": value,\\n   163|            \\\"wallet_count\\\": len(wallets),\\n   164|            \\\"price_status\\\": price_status(price),\\n   165|            \\\"last_price_update\\\": (price[\\\"provider_timestamp\\\"] or price[\\\"fetched_at\\\"]) if price else \\\"\\\",\\n   166|        })\\n   167|    return rows\\n   168|\\n   169|\\n   170|def rowdicts(rows) -> list[dict[str, str]]:\\n   171|    return [{k: (\\\"\\\" if row[k] is None else str(row[k])) for k in row.keys()} for row in rows]\\n   172|\\n   173|\\n   174|def db_exists(path: str | Path) -> bool:\\n   175|    return Path(path).expanduser().exists()\\n   176|\\n   177|\\n   178|def runtime_outside_repo(settings: Settings, repo_root: Path) -> bool:\\n   179|    try:\\n   180|        settings.runtime_paths.base_dir.resolve().relative_to(repo_root.resolve())\\n   181|        return False\\n   182|    except ValueError:\\n   183|        return True\\n   184|\\n   185|\\n   186|def latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\", *, max_age_seconds: int = 86_400) -> dict[str, str] | None:\\n   187|    row = conn.execute(\\n   188|        \\\"\\\"\\\"\\n   189|        SELECT price, price_currency, fetched_at, provider_timestamp, quality_status, provider\\n   190|        FROM crypto_prices\\n   191|        WHERE asset_id=? AND price_currency=?\\n   192|        ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC LIMIT 1\\n   193|        \\\"\\\"\\\",\\n   194|        (asset_id, currency.upper()),\\n   195|    ).fetchone()\\n   196|    if not row:\\n   197|        return None\\n   198|    item = dict(row)\\n   199|    ts = item.get(\\\"provider_timestamp\\\") or item.get(\\\"fetched_at\\\")\\n   200|    if item.get(\\\"quality_status\\\") == \\\"fresh\\\" and is_price_stale(ts, max_age_seconds=max_age_seconds):\\n   201|        item[\\\"quality_status\\\"] = \\\"stale\\\"\\n   202|    return item\\n   203|\\n   204|\\n   205|def get_crypto_summary_cards(conn: Connection, *, price_max_age_seconds: int = 86_400) -> dict[str, str]:\\n   206|    rows = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n   207|    holdings = calculate_crypto_holdings(conn)\\n   208|    total_value = sum((r[\\\"value\\\"] for r in rows if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n   209|    missing = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"missing\\\")\\n   210|    stale = sum(1 for r in rows if r[\\\"price_status\\\"] == \\\"stale\\\")\\n   211|    wallets_with_holdings = {wid for (wid, _aid), holding in holdings.wallet_holdings.items() if holding.quantity != 0}\\n   212|    status = \\\"ok\\\" if missing == 0 and stale == 0 else (\\\"warning\\\" if missing or stale else \\\"ok\\\")\\n   213|    return {\\n   214|        \\\"total_value_chf\\\": dec_text(total_value),\\n   215|        \\\"coin_count\\\": str(len(rows)),\\n   216|        \\\"wallets_with_holdings\\\": str(len(wallets_with_holdings)),\\n   217|        \\\"holding_count\\\": str(sum(1 for h in holdings.wallet_holdings.values() if h.quantity != 0)),\\n   218|        \\\"coins_without_price\\\": str(missing),\\n   219|        \\\"stale_price_count\\\": str(stale),\\n   220|        \\\"last_price_update_at\\\": _latest_price_time(conn),\\n   221|        \\\"data_quality_status\\\": status,\\n   222|    }\\n   223|\\n   224|\\n   225|def _wallet_names_for_asset(conn: Connection, asset_id: str) -> list[str]:\\n   226|    holdings = calculate_crypto_holdings(conn)\\n   227|    names: list[str] = []\\n   228|    for (wallet_id, aid), holding in holdings.wallet_holdings.items():\\n   229|        if aid == asset_id and holding.quantity != 0:\\n   230|            row = conn.execute(\\\"SELECT wallet_name FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n   231|            if row:\\n   232|                names.append(row[\\\"wallet_name\\\"])\\n   233|    return sorted(names)\\n   234|\\n   235|\\n   236|def get_crypto_coin_summary(\\n   237|    conn: Connection,\\n   238|    *,\\n   239|    admin_mode: bool = False,\\n   240|    price_max_age_seconds: int = 86_400,\\n   241|    sort_by: str = \\\"Wert absteigend\\\",\\n   242|    search: str | None = None,\\n   243|    status_filter: str | None = None,\\n   244|    wallet_filter: str | None = None,\\n   245|) -> list[dict[str, str]]:\\n   246|    raw = _crypto_value_rows(conn, price_max_age_seconds=price_max_age_seconds)\\n   247|    total = sum((r[\\\"value\\\"] for r in raw if r[\\\"value\\\"] is not None), Decimal(\\\"0\\\"))\\n   248|    out: list[dict[str, str]] = []\\n   249|    for r in sorted(raw, key=lambda item: item[\\\"value\\\"] or Decimal(\\\"-1\\\"), reverse=True):\\n   250|        value = r[\\\"value\\\"]\\n   251|        share = ((value / total) * Decimal(\\\"100\\\")) if value is not None and total else None\\n   252|        item = {\\n   253|            \\\"coin\\\": str(r[\\\"coin\\\"]),\\n   254|            \\\"symbol\\\": str(r[\\\"symbol\\\"]),\\n   255|            \\\"gesamtmenge\\\": dec_text(r[\\\"quantity\\\"]),\\n   256|            \\\"kurs_chf\\\": chf_text(r[\\\"price\\\"]) if r[\\\"price\\\"] is not None else \\\"nicht bewertet\\\",\\n   257|            \\\"gesamtwert_chf\\\": chf_text(value) if value is not None else \\\"nicht bewertet\\\",\\n   258|            \\\"anteil\\\": percent_text(share),\\n   259|            \\\"wallets\\\": str(r[\\\"wallet_count\\\"]),\\n   260|            \\\"status\\\": translate_status(str(r[\\\"price_status\\\"])),\\n   261|\", \"total_lines\": 1145, \"file_size\": 62818, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 1145 lines)\", \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_Wux1BXDTw1x0HVNzQoMQlX29"
    },
    {
      "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 _equity_label(summary: dict[str, str], key: str) -> str:\\n    35|    unvalued = data.d(summary.get(\\\"unvalued_position_count\\\"))\\n    36|    value = data.d(summary.get(key))\\n    37|    if value <= 0 and unvalued > 0:\\n    38|        return \\\"nicht vollständig bewertet\\\"\\n    39|    if unvalued > 0:\\n    40|        return f\\\"{data.chf_text(value)} + offen\\\"\\n    41|    return data.chf_text(value)\\n    42|\\n    43|\\n    44|def _price_refresh_message(crypto_result, stock, etf, summary: dict[str, str]) -> str:\\n    45|    equity_checked = stock.total_mappings + etf.total_mappings\\n    46|    equity_updated = stock.updated_count + etf.updated_count\\n    47|    equity_skipped = stock.skipped_count + etf.skipped_count + stock.cached_count + etf.cached_count\\n    48|    return (\\n    49|        f\\\"Preisupdate abgeschlossen — Crypto: aktualisiert {crypto_result.updated_count}, ohne Preis {crypto_result.missing_local_price_count}, \\\"\\n    50|        f\\\"Hinweise/Fehler {crypto_result.warning_count}/{crypto_result.error_count}. \\\"\\n    51|        f\\\"Aktien/ETFs: geprüft {equity_checked}, aktualisiert {equity_updated}, Cache/übersprungen {equity_skipped}, \\\"\\n    52|        f\\\"weiterhin ohne Preis {summary.get('missing_price_count', '0')}, ohne FX {summary.get('missing_fx_count', '0')}. \\\"\\n    53|        \\\"Provider: Crypto CoinGecko; Aktien/ETFs auto = FMP → Twelve Data → Finnhub → Massive.\\\"\\n    54|    )\\n    55|\\n    56|\\n    57|def render(st, conn) -> None:\\n    58|    st.title(\\\"Command Center\\\")\\n    59|    st.caption(\\\"Ruhige Startseite: wichtigste Werte, getrennte Summen, wenige Hinweise, direkte MVP-Aktionen. Keine API-Abfragen beim Laden.\\\")\\n    60|    summary = data.get_command_center_summary(conn)\\n    61|    _metric_row(st, [\\n    62|        (\\\"Gesamtportfolio CHF\\\", data.chf_text(summary[\\\"total_portfolio_chf\\\"]), \\\"Nur vollständig bewertete Positionen; offene Preise/FX werden separat gezählt.\\\"),\\n    63|        (\\\"Cash CHF\\\", data.chf_text(summary[\\\"cash_total_chf\\\"]), None),\\n    64|        (\\\"Aktien CHF\\\", _equity_label(summary, \\\"stock_total_chf\\\"), \\\"Wird als offen markiert, solange Marktpreise oder FX fehlen.\\\"),\\n    65|        (\\\"ETFs CHF\\\", _equity_label(summary, \\\"etf_total_chf\\\"), \\\"Wird als offen markiert, solange Marktpreise oder FX fehlen.\\\"),\\n    66|        (\\\"Crypto CHF\\\", data.chf_text(summary[\\\"crypto_total_chf\\\"]), None),\\n    67|    ])\\n    68|    _metric_row(st, [\\n    69|        (\\\"Unbewertete Positionen\\\", summary.get(\\\"unvalued_position_count\\\", \\\"0\\\"), \\\"Marktpreis oder FX fehlt.\\\"),\\n    70|        (\\\"Ohne Preis\\\", summary.get(\\\"missing_price_count\\\", \\\"0\\\"), \\\"Aktien/ETFs ohne lokalen Marktpreis.\\\"),\\n    71|        (\\\"Ohne FX\\\", summary.get(\\\"missing_fx_count\\\", \\\"0\\\"), \\\"Fremdwährungspositionen ohne CHF-Umrechnung.\\\"),\\n    72|        (\\\"Kritische Punkte\\\", summary[\\\"critical_alert_count\\\"], \\\"aktive kritische Hinweise\\\"),\\n    73|        (\\\"Letztes Preisupdate\\\", data.date_text(summary[\\\"last_price_update_at\\\"]), None),\\n    74|    ])\\n    75|\\n    76|    if data.d(summary.get(\\\"unvalued_position_count\\\")) > 0:\\n    77|        st.info(\\\"Portfolio: Bewertung unvollständig. User Mode zeigt keine irreführenden CHF-0-Werte; offene Preise/FX sind separat sichtbar.\\\")\\n    78|\\n    79|    st.subheader(\\\"Was ist wichtig?\\\")\\n    80|    hints = data.get_top_user_hints(conn, limit=3)\\n    81|    if not hints:\\n    82|        st.success(\\\"Keine wichtigen Hinweise.\\\")\\n    83|    for hint in hints[:3]:\\n    84|        st.markdown(f\\\"**Wichtig:** {hint}\\\")\\n    85|\\n    86|    st.subheader(\\\"Top 5 Crypto-Positionen\\\")\\n    87|    crypto_rows = data.get_crypto_coin_summary(conn)[:5]\\n    88|    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    89|\\n    90|    st.subheader(\\\"Schnellaktionen\\\")\\n    91|    a, b, c, d = st.columns(4)\\n    92|    if a.button(\\\"+ Position hinzufügen\\\", key=\\\"cc_position_add\\\", on_click=_request_position_add, args=(st,)):\\n    93|        a.success(\\\"Öffne die User-Mode-Seite „Position hinzufügen“. Dort startet der Wizard.\\\")\\n    94|    if b.button(\\\"Preise aktualisieren\\\", key=\\\"cc_price_refresh\\\"):\\n    95|        b.spinner(\\\"Lokale CHF-Preise werden aktualisiert …\\\")\\n    96|        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    97|        stock = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"stock\\\", only_missing=True)\\n    98|        etf = refresh_market_prices(conn, provider=equity_price_provider_by_name(\\\"auto\\\"), asset_class=\\\"etf\\\", only_missing=True)\\n    99|        summary = data.get_command_center_summary(conn)\\n   100|        b.success(_price_refresh_message(crypto_result, stock, etf, summary))\\n   101|    if b.button(\\\"Crypto-Report erzeugen\\\", key=\\\"cc_crypto_report\\\"):\\n   102|        try:\\n   103|            b.spinner(\\\"Crypto-Report wird aus lokalen Daten erzeugt …\\\")\\n   104|            result = export_crypto_inventory_report(conn, settings=_report_settings(st), preferred_format=\\\"pdf\\\")\\n   105|            b.success(f\\\"Report erzeugt ({result['format']}): {result['file_path']}\\\")\\n   106|        except Exception as exc:\\n   107|            b.error(f\\\"Report konnte nicht erzeugt werden: {exc}\\\")\\n   108|    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   109|    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   110|\\n   111|    alerts = data.get_alert_summary_cards(conn)\\n   112|    st.caption(f\\\"Hinweise zusammengefasst — Kritisch: {alerts['kritisch']} · Wichtig: {alerts['wichtig']} · Info: {alerts['info']}\\\")\\n   113|\", \"total_lines\": 112, \"file_size\": 6542, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_IHiAglqV4fVGrslXsEJezfb0"
    },
    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import os\\n     4|from dataclasses import dataclass\\n     5|from pathlib import Path\\n     6|\\n     7|from .paths import DEFAULT_RUNTIME_DIR, RuntimePaths, is_relative_to\\n     8|\\n     9|\\n    10|@dataclass(frozen=True)\\n    11|class Settings:\\n    12|    env: str = \\\"local\\\"\\n    13|    base_currency: str = \\\"CHF\\\"\\n    14|    timezone: str = \\\"Europe/Zurich\\\"\\n    15|    runtime_paths: RuntimePaths = RuntimePaths.from_base(DEFAULT_RUNTIME_DIR)\\n    16|    log_level: str = \\\"INFO\\\"\\n    17|    block_runtime_inside_repo: bool = True\\n    18|\\n    19|    @property\\n    20|    def db_path(self) -> Path:\\n    21|        return self.runtime_paths.db_path\\n    22|\\n    23|\\n    24|def find_repo_root(start: Path | None = None) -> Path:\\n    25|    current = (start or Path.cwd()).resolve()\\n    26|    for candidate in [current, *current.parents]:\\n    27|        if (candidate / \\\".git\\\").exists() or (candidate / \\\"pyproject.toml\\\").exists():\\n    28|            return candidate\\n    29|    return current\\n    30|\\n    31|\\n    32|def load_settings(repo_root: Path | None = None, environ: dict[str, str] | None = None) -> Settings:\\n    33|    env = environ or os.environ\\n    34|    runtime_dir = Path(env.get(\\\"JARVIS_FINANCE_RUNTIME_DIR\\\", str(DEFAULT_RUNTIME_DIR))).expanduser()\\n    35|    paths = RuntimePaths.from_base(runtime_dir)\\n    36|    db_override = env.get(\\\"JARVIS_FINANCE_DB_PATH\\\")\\n    37|    if db_override:\\n    38|        object.__setattr__(paths, \\\"db_path\\\", Path(db_override).expanduser().resolve())\\n    39|    settings = Settings(\\n    40|        env=env.get(\\\"JARVIS_FINANCE_ENV\\\", \\\"local\\\"),\\n    41|        base_currency=env.get(\\\"JARVIS_FINANCE_BASE_CURRENCY\\\", \\\"CHF\\\"),\\n    42|        timezone=env.get(\\\"JARVIS_FINANCE_TIMEZONE\\\", \\\"Europe/Zurich\\\"),\\n    43|        runtime_paths=paths,\\n    44|        log_level=env.get(\\\"JARVIS_FINANCE_LOG_LEVEL\\\", \\\"INFO\\\"),\\n    45|        block_runtime_inside_repo=env.get(\\\"JARVIS_FINANCE_BLOCK_RUNTIME_INSIDE_REPO\\\", \\\"1\\\") not in {\\\"0\\\", \\\"false\\\", \\\"False\\\"},\\n    46|    )\\n    47|    validate_settings(settings, repo_root=repo_root)\\n    48|    return settings\\n    49|\\n    50|\\n    51|def validate_settings(settings: Settings, repo_root: Path | None = None) -> None:\\n    52|    root = (repo_root or find_repo_root()).resolve()\\n    53|    if settings.block_runtime_inside_repo and is_relative_to(settings.runtime_paths.base_dir, root):\\n    54|        raise ValueError(f\\\"Runtime directory must be outside the Git repository: {settings.runtime_paths.base_dir}\\\")\\n    55|    if settings.base_currency != \\\"CHF\\\":\\n    56|        raise ValueError(\\\"MVP 1 base currency must be CHF\\\")\\n    57|\\n    58|\\n    59|def ensure_runtime_dirs(settings: Settings) -> None:\\n    60|    settings.runtime_paths.ensure_dirs()\\n    61|\", \"total_lines\": 60, \"file_size\": 2335, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_BJObIFtNhBUzEmOURXdYMEik"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Creating command center files**\n\nI need to create files, and I realize I need to understand the function called `get_command_center_summary` in the data. I’m curious how this function works and what specific summaries it provides. It's important for me to be clear on its functionality so I can integrate it properly into what I'm working on. Let's dig deeper into the function to get the information I need to proceed!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Creating command center files**\n\nI need to create files, and I realize I need to understand the function called `get_command_center_summary` in the data. I’m curious how this function works and what specific summaries it provides. It's important for me to be clear on its functionality so I can integrate it properly into what I'm working on. Let's dig deeper into the function to get the information I need to proceed!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqCH9gaubElU0JcbOJ9zGxV2pIrKXP0qKqvHydBtStvtyz6zTveXFtMYy7gV2X9Y3pwxUgeicI6EdjV0vebXKdq17JVxmRBgcoORsj0L_O2Sc9T46q4wp8sQ-9xM-PWYxiR9piNWrK02Zy0OlnYxNGxLIGtE_tL-6pl8zp7uDh4UI4Wt_e1CSVFTTJt8acEyfNH2Z8Dk5JNNu-TVfJeIepGL15A7U59kvIK96uGy24HeOnvFx8FMyN5mMB2c3gH0PhPlCNBVUKq3-CGFMjBFQPCNQ9yE_4XX2hZzRazrp-8UU1WTQ4EhN2rm6st7iikC6JSADa2qoHblcEestshOJBjQNUkcFcKHCovXqaJ0dkrA7_teeP3o6D_6V3JaQHTuZDnMrdmAa5-l-7dGDStZOQfjy9jc72lmWgD2PJy7jSCNVXMxY4uJlko80-uAA4t77NpQBQU7ENLJcFp7mtQUa0e8kn3-1rSTPGjZZ7XmdBsxKIdjP91XuxU7NRsMIZI_r7q2ybxBJNLhcHnYElhnSs3aNkpRWbP4VEFHVFM8LNx8_9sFeYFijYa8eQjxHX4JXHuJ8mgEQV2OfLVuzK70eTKbGuWpBatl6bCtaE3L8lS75L3LLoseFKqrZ4km4X1D9rnV6eeVCNYONLRU-P2E8NWQPxoeYNRv4S9AomFyGa9m9TnnvrGCzxYMbtoFoftaHAOTc8oOmCXJckcwE8yaiRTnmdC7qvh8NFWIX_-Nq9AJOcqNoRTrS1iBn3kTOX-8Wyd7fBoTtZzutLSNh8txqEECuRSoiBsfWAa_9iOY28TV0G73WBFcs9mghAm081L9KWzDNVP35JJBNyHvmi_8kBwkaAg0O0ND2HBbP8NaOHj6bWW8_MCq0TkduMi269zUmOc16KKjXKJbKbgtxW9sOY-iklc7DvK6VFLyNUGlPDY7T6t4CCnHDkHs90NczWl_E6ZuNZuUMOIT7-qKK4VZx73h5u8AWcdiToPfNorLP_F7yErEaOBrZpiHtWIqb1XdGRADYT",
          "id": "rs_0c47c0330ab8a72a016a087f5bcb7c8191b8ddfa5e8389c299",
          "summary": [
            {
              "type": "summary_text",
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      "content": "{\"content\": \"   535|def get_cash_overview(conn: Connection) -> list[dict[str, str]]:\\n   536|    result = calculate_cash_balances(conn)\\n   537|    rows: list[dict[str, str]] = []\\n   538|    for (account_id, currency), bal in sorted(result.balances.items()):\\n   539|        row = conn.execute(\\n   540|            \\\"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   541|            (account_id,),\\n   542|        ).fetchone()\\n   543|        rows.append({\\n   544|            \\\"account_id\\\": account_id,\\n   545|            \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n   546|            \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n   547|            \\\"currency\\\": currency,\\n   548|            \\\"amount_original\\\": dec_text(bal.amount_original, \\\"0.01\\\"),\\n   549|            \\\"amount_chf\\\": dec_text(bal.amount_chf, \\\"0.01\\\") if bal.amount_chf is not None else \\\"\\\",\\n   550|            \\\"quality_status\\\": bal.quality_status,\\n   551|        })\\n   552|    return rows\\n   553|\\n   554|\\n   555|def get_positions(conn: Connection) -> list[dict[str, str]]:\\n   556|    result = calculate_positions(conn)\\n   557|    rows: list[dict[str, str]] = []\\n   558|    for (account_id, instrument_id), pos in sorted(result.positions.items()):\\n   559|        row = conn.execute(\\n   560|            \\\"\\\"\\\"\\n   561|            SELECT a.account_name, p.name AS platform, i.name, i.ticker, i.isin, i.asset_class, i.currency,\\n   562|                   i.hedge_status, i.instrument_status, i.valuation_policy, i.corporate_action_status,\\n   563|                   mp.close AS latest_price, mp.currency AS latest_price_currency, mp.price_date AS latest_price_date,\\n   564|                   mp.provider AS latest_price_provider\\n   565|            FROM accounts a JOIN platforms p ON p.platform_id=a.platform_id\\n   566|            JOIN instruments i ON i.instrument_id=?\\n   567|            LEFT JOIN market_prices mp ON mp.market_price_id = (\\n   568|                SELECT market_price_id FROM market_prices\\n   569|                WHERE instrument_id=i.instrument_id AND quality_status IN ('fresh','ok')\\n   570|                ORDER BY price_date DESC, created_at DESC LIMIT 1\\n   571|            )\\n   572|            WHERE a.account_id=?\\n   573|            \\\"\\\"\\\",\\n   574|            (instrument_id, account_id),\\n   575|        ).fetchone()\\n   576|        rows.append({\\n   577|            \\\"account_id\\\": account_id,\\n   578|            \\\"instrument_id\\\": instrument_id,\\n   579|            \\\"platform\\\": row[\\\"platform\\\"] if row else \\\"\\\",\\n   580|            \\\"account_name\\\": row[\\\"account_name\\\"] if row else account_id,\\n   581|            \\\"asset_class\\\": row[\\\"asset_class\\\"] if row else \\\"\\\",\\n   582|            \\\"name\\\": row[\\\"name\\\"] if row else instrument_id,\\n   583|            \\\"ticker\\\": row[\\\"ticker\\\"] if row else \\\"\\\",\\n   584|            \\\"isin\\\": row[\\\"isin\\\"] if row else \\\"\\\",\\n   585|            \\\"quantity\\\": dec_text(pos.quantity),\\n   586|            \\\"cost_basis_chf\\\": dec_text(pos.cost_basis_chf, \\\"0.01\\\"),\\n   587|            \\\"market_price_original\\\": dec_text(pos.market_price_original, \\\"0.01\\\") if pos.market_price_original is not None else \\\"\\\",\\n   588|            \\\"price_currency\\\": row[\\\"latest_price_currency\\\"] if row else \\\"\\\",\\n   589|            \\\"price_date\\\": date_text(row[\\\"latest_price_date\\\"] if row else \\\"\\\"),\\n   590|            \\\"price_provider\\\": row[\\\"latest_price_provider\\\"] if row else \\\"\\\",\\n   591|            \\\"market_value_chf\\\": dec_text(pos.market_value_chf, \\\"0.01\\\") if pos.market_value_chf is not None else \\\"\\\",\\n   592|            \\\"price_status\\\": \\\"ok\\\" if pos.market_price_original is not None else \\\"missing_market_price\\\",\\n   593|            \\\"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   594|            \\\"hedge_status\\\": row[\\\"hedge_status\\\"] if row else pos.hedge_status,\\n   595|            \\\"instrument_status\\\": row[\\\"instrument_status\\\"] if row else pos.instrument_status,\\n   596|            \\\"valuation_policy\\\": row[\\\"valuation_policy\\\"] if row else pos.valuation_policy,\\n   597|            \\\"fx_status\\\": \\\"ok\\\" if \\\"missing_fx\\\" not in pos.quality_warnings else \\\"missing_fx\\\",\\n   598|            \\\"market_price_status\\\": \\\"ok\\\" if pos.market_price_original is not None else \\\"missing_market_price\\\",\\n   599|            \\\"valuation_timestamp_status\\\": pos.valuation_timestamp_status,\\n   600|            \\\"corporate_action_status\\\": row[\\\"corporate_action_status\\\"] if row else pos.corporate_action_status,\\n   601|            \\\"valuation_status\\\": pos.valuation_status,\\n   602|            \\\"total_return_chf\\\": dec_text(pos.total_return_chf, \\\"0.01\\\") if pos.total_return_chf is not None else \\\"\\\",\\n   603|            \\\"total_return_status\\\": \\\"complete\\\" if pos.total_return_chf is not None else \\\"incomplete\\\",\\n   604|            \\\"quality_warnings\\\": \\\",\\\".join(pos.quality_warnings),\\n   605|            \\\"data_quality_status\\\": pos.data_quality_status,\\n   606|        })\\n   607|    return rows\\n   608|\\n   609|\\n   610|def get_portfolio_positions_user(conn: Connection) -> list[dict[str, str]]:\\n   611|    rows: list[dict[str, str]] = []\\n   612|    for row in get_positions(conn):\\n   613|        if row.get(\\\"asset_class\\\", \\\"\\\").lower() not in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}:\\n   614|            continue\\n   615|        rows.append({\\n   616|            \\\"name\\\": row.get(\\\"name\\\", \\\"\\\"),\\n   617|            \\\"ticker\\\": row.get(\\\"ticker\\\", \\\"\\\"),\\n   618|            \\\"isin\\\": row.get(\\\"isin\\\", \\\"\\\"),\\n   619|            \\\"depot\\\": row.get(\\\"account_name\\\", \\\"\\\"),\\n   620|            \\\"assettyp\\\": \\\"ETF\\\" if row.get(\\\"asset_class\\\", \\\"\\\").lower() == \\\"etf\\\" else \\\"Aktie\\\",\\n   621|            \\\"menge\\\": row.get(\\\"quantity\\\", \\\"\\\"),\\n   622|            \\\"kurs\\\": row.get(\\\"market_price_original\\\") or \\\"Preis noch nicht verfügbar\\\",\\n   623|            \\\"kurswaehrung\\\": row.get(\\\"price_currency\\\", \\\"\\\"),\\n   624|            \\\"marktwert_chf\\\": chf_text(row.get(\\\"market_value_chf\\\")) if row.get(\\\"market_value_chf\\\") else \\\"nicht bewertet\\\",\\n   625|            \\\"einstand_chf\\\": chf_text(row.get(\\\"cost_basis_chf\\\")) if row.get(\\\"cost_basis_chf\\\") else \\\"unvollständig\\\",\\n   626|            \\\"p_l_chf\\\": chf_text(row.get(\\\"total_return_chf\\\")) if row.get(\\\"total_return_chf\\\") else \\\"nicht berechenbar\\\",\\n   627|            \\\"status\\\": translate_status(row.get(\\\"price_status\\\") or row.get(\\\"data_quality_status\\\")),\\n   628|        })\\n   629|    return rows\\n   630|\\n   631|\\n   632|def get_portfolio_asset_class_chart(conn: Connection) -> list[dict[str, str]]:\\n   633|    summary = get_command_center_summary(conn)\\n   634|    return [\\n   635|        {\\\"label\\\": \\\"Crypto\\\", \\\"value_chf\\\": summary[\\\"crypto_total_chf\\\"]},\\n   636|        {\\\"label\\\": \\\"Aktien/ETF\\\", \\\"value_chf\\\": summary[\\\"equity_etf_total_chf\\\"]},\\n   637|        {\\\"label\\\": \\\"Cash\\\", \\\"value_chf\\\": summary[\\\"cash_total_chf\\\"]},\\n   638|    ]\\n   639|\\n   640|\\n   641|def get_platform_value_chart(conn: Connection) -> list[dict[str, str]]:\\n   642|    totals: dict[str, Decimal] = {}\\n   643|    for row in get_cash_overview(conn):\\n   644|        totals[row[\\\"platform\\\"]] = totals.get(row[\\\"platform\\\"], Decimal(\\\"0\\\")) + d(row.get(\\\"amount_chf\\\"))\\n   645|\", \"total_lines\": 1145, \"file_size\": 62818, \"truncated\": true, \"hint\": \"Use offset=645 to continue reading (showing 535-644 of 1145 lines)\", \"is_binary\": false, \"is_image\": false}",
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      "content": "{\"content\": \"  1104|def get_command_center_summary(conn: Connection) -> dict[str, str]:\\n  1105|    cash_rows = get_cash_overview(conn)\\n  1106|    crypto_summary = get_crypto_summary_cards(conn)\\n  1107|    positions = [r for r in get_positions(conn) if r.get(\\\"asset_class\\\", \\\"\\\").lower() in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"} and r.get(\\\"instrument_status\\\", \\\"\\\").lower() != \\\"inactive\\\"]\\n  1108|    cash_total = sum(d(r[\\\"amount_chf\\\"]) for r in cash_rows if r[\\\"amount_chf\\\"])\\n  1109|    crypto_total = d(crypto_summary[\\\"total_value_chf\\\"])\\n  1110|    stock_rows = [r for r in positions if r.get(\\\"asset_class\\\", \\\"\\\").lower() in {\\\"stock\\\", \\\"equity\\\"}]\\n  1111|    etf_rows = [r for r in positions if r.get(\\\"asset_class\\\", \\\"\\\").lower() == \\\"etf\\\"]\\n  1112|    stock_total = sum(d(r[\\\"market_value_chf\\\"]) for r in stock_rows if r.get(\\\"market_value_chf\\\"))\\n  1113|    etf_total = sum(d(r[\\\"market_value_chf\\\"]) for r in etf_rows if r.get(\\\"market_value_chf\\\"))\\n  1114|    equity_total = stock_total + etf_total\\n  1115|    missing_price_count = sum(1 for r in positions if not r.get(\\\"market_price_original\\\"))\\n  1116|    missing_fx_count = sum(1 for r in positions if r.get(\\\"fx_status\\\") == \\\"missing_fx\\\")\\n  1117|    incomplete_cost_count = sum(1 for r in positions if \\\"cost_basis_uncertain\\\" in (r.get(\\\"quality_warnings\\\") or \\\"\\\") or not r.get(\\\"cost_basis_chf\\\"))\\n  1118|    unvalued_count = missing_price_count + missing_fx_count\\n  1119|    latest_equity_price = max((r.get(\\\"price_date\\\") or \\\"\\\" for r in positions), default=\\\"\\\")\\n  1120|    alert_counts = conn.execute(\\\"SELECT priority, COUNT(*) AS c FROM alerts WHERE status='active' GROUP BY priority\\\").fetchall()\\n  1121|    critical = sum(int(r[\\\"c\\\"] or 0) for r in alert_counts if r[\\\"priority\\\"] == \\\"kritisch\\\")\\n  1122|    quality = get_data_quality(conn)\\n  1123|    dq = \\\"kritisch\\\" if any(i[\\\"severity\\\"] == \\\"kritisch\\\" and i[\\\"count\\\"] != \\\"0\\\" for i in quality) else (\\\"warnung\\\" if any(i[\\\"severity\\\"] == \\\"warnung\\\" and i[\\\"count\\\"] != \\\"0\\\" for i in quality) else \\\"ok\\\")\\n  1124|    total = cash_total + crypto_total + equity_total\\n  1125|    return {\\n  1126|        \\\"base_currency\\\": \\\"CHF\\\",\\n  1127|        \\\"cash_total_chf\\\": dec_text(cash_total, \\\"0.01\\\"),\\n  1128|        \\\"crypto_total_chf\\\": dec_text(crypto_total, \\\"0.01\\\"),\\n  1129|        \\\"stock_total_chf\\\": dec_text(stock_total, \\\"0.01\\\"),\\n  1130|        \\\"etf_total_chf\\\": dec_text(etf_total, \\\"0.01\\\"),\\n  1131|        \\\"equity_etf_total_chf\\\": dec_text(equity_total, \\\"0.01\\\"),\\n  1132|        \\\"equity_position_count\\\": str(len(positions)),\\n  1133|        \\\"unvalued_position_count\\\": str(unvalued_count),\\n  1134|        \\\"missing_price_count\\\": str(missing_price_count),\\n  1135|        \\\"missing_fx_count\\\": str(missing_fx_count),\\n  1136|        \\\"incomplete_cost_count\\\": str(incomplete_cost_count),\\n  1137|        \\\"total_portfolio_chf\\\": dec_text(total, \\\"0.01\\\"),\\n  1138|        \\\"total_value_chf\\\": dec_text(total, \\\"0.01\\\"),\\n  1139|        \\\"critical_alert_count\\\": str(critical),\\n  1140|        \\\"active_alerts\\\": \\\", \\\".join(f\\\"{r['priority']}: {r['c']}\\\" for r in alert_counts) or \\\"0\\\",\\n  1141|        \\\"data_quality_status\\\": dq,\\n  1142|        \\\"last_price_update_at\\\": max([crypto_summary.get(\\\"last_price_update_at\\\", \\\"\\\"), latest_equity_price]),\\n  1143|        \\\"crypto_price_data_as_of\\\": crypto_summary.get(\\\"last_price_update_at\\\", \\\"\\\"),\\n  1144|        \\\"equity_price_data_as_of\\\": latest_equity_price,\\n  1145|    }\\n  1146|\", \"total_lines\": 1145, \"file_size\": 62818, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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      "reasoning": "**Considering database connection issues**\n\nI need to use the `get_conn` dependency for managing connections. It's important to handle closing these connections properly. I wonder if the potential SQLite connection isn't thread-safe since the `TestClient` runs in a different thread. That suggests I should check if the SQLite in-memory database uses `check_same_thread`. I'll look into whether `connect_memory` is related to `sqlite3.connect`. It seems like I need to inspect the database carefully!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Considering database connection issues**\n\nI need to use the `get_conn` dependency for managing connections. It's important to handle closing these connections properly. I wonder if the potential SQLite connection isn't thread-safe since the `TestClient` runs in a different thread. That suggests I should check if the SQLite in-memory database uses `check_same_thread`. I'll look into whether `connect_memory` is related to `sqlite3.connect`. It seems like I need to inspect the database carefully!",
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          "summary": [
            {
              "type": "summary_text",
              "text": "**Considering database connection issues**\n\nI need to use the `get_conn` dependency for managing connections. It's important to handle closing these connections properly. I wonder if the potential SQLite connection isn't thread-safe since the `TestClient` runs in a different thread. That suggests I should check if the SQLite in-memory database uses `check_same_thread`. I'll look into whether `connect_memory` is related to `sqlite3.connect`. It seems like I need to inspect the database carefully!"
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    {
      "role": "tool",
      "name": "read_file",
      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|import sqlite3\\n     4|from pathlib import Path\\n     5|\\n     6|\\n     7|def connect(db_path: str | Path) -> sqlite3.Connection:\\n     8|    path = Path(db_path).expanduser()\\n     9|    path.parent.mkdir(parents=True, exist_ok=True)\\n    10|    conn = sqlite3.connect(path)\\n    11|    conn.row_factory = sqlite3.Row\\n    12|    conn.execute(\\\"PRAGMA foreign_keys = ON\\\")\\n    13|    return conn\\n    14|\\n    15|\\n    16|def connect_memory() -> sqlite3.Connection:\\n    17|    conn = sqlite3.connect(\\\":memory:\\\")\\n    18|    conn.row_factory = sqlite3.Row\\n    19|    conn.execute(\\\"PRAGMA foreign_keys = ON\\\")\\n    20|    return conn\\n    21|\", \"total_lines\": 20, \"file_size\": 533, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Planning frontend structure**\n\nI think I need to create some documentation regarding the frontend repository structure, rather than actual code. The user is suggesting but not asking me to implement the frontend, so I shouldn't create frontend code just yet. It seems I can focus on adding documentation and a skeleton backend only. I also need to make sure not to flag \"frontend/dist\" since it doesn't exist yet. It looks like I'll need to include tests as well!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Planning frontend structure**\n\nI think I need to create some documentation regarding the frontend repository structure, rather than actual code. The user is suggesting but not asking me to implement the frontend, so I shouldn't create frontend code just yet. It seems I can focus on adding documentation and a skeleton backend only. I also need to make sure not to flag \"frontend/dist\" since it doesn't exist yet. It looks like I'll need to include tests as well!",
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            {
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              "text": "**Planning frontend structure**\n\nI think I need to create some documentation regarding the frontend repository structure, rather than actual code. The user is suggesting but not asking me to implement the frontend, so I shouldn't create frontend code just yet. It seems I can focus on adding documentation and a skeleton backend only. I also need to make sure not to flag \"frontend/dist\" since it doesn't exist yet. It looks like I'll need to include tests as well!"
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      "tool_calls": [
        {
          "id": "call_oXojJiKIM2pspFECxG2kTjiI",
          "call_id": "call_oXojJiKIM2pspFECxG2kTjiI",
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            "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/docs/decisions/ADR-0004-fastapi-vue-user-dashboard.md\",\"content\":\"# ADR-0004: FastAPI + Vue User Dashboard Transition Plan\\n\\n**Status:** Accepted for planning / incremental execution  \\n**Date:** 2026-05-16  \\n**Decision owner:** JARVIS Finance System  \\n**Scope:** Professional User Dashboard transition; no productive data migration and no Streamlit removal.\\n\\n## Context\\n\\nThe current Streamlit dashboard was the right tool for the MVP phase: it gave us a safe, local, Python-native UI over the Runtime SQLite database, allowed rapid iteration against the existing ledger/read-model code, and kept provider calls, reports, audit checks and operations close to the Python core. That was useful while the foundation was still moving: broker/import review flows, crypto holdings, manual Equity/ETF entry, FX quality flags, reports and Git-safety could be proven without introducing a frontend build system.\\n\\nThe MVP has now reached the point where more Streamlit polishing produces diminishing returns. The system needs a professional, interaction-heavy User Dashboard while keeping the existing Streamlit shell as an Admin/MVP/Operations fallback.\\n\\n## Streamlit boundaries now visible\\n\\nStreamlit remains valuable, but it is the wrong long-term fit for the normal user surface:\\n\\n- **Tables:** usable for read-only dataframes, weak for app-grade portfolio grids.\\n- **Row click / selection:** possible but clumsy, version-sensitive and not natural enough for portfolio workflows.\\n- **Detail panels:** sidebars/drawers are approximations rather than first-class components.\\n- **Layout control:** limited precision for dense finance dashboards, responsive panels and card/grid hierarchies.\\n- **Complex wizards:** multi-step state, validation and review flows become fragile.\\n- **Modern UX:** professional dashboards need richer navigation, drawers, sticky actions, keyboard shortcuts and component reuse.\\n- **State handling:** Streamlit session state works for prototypes; it becomes awkward for nested workflows, filters, selections and optimistic UI.\\n\\n## Decision\\n\\nBuild a separate professional User Dashboard with:\\n\\n- **Backend:** FastAPI as API layer only.\\n- **Frontend:** Vue 3 + TypeScript + Vite + Tailwind CSS.\\n- **Tables:** AG Grid preferred for the portfolio/position grids; TanStack Table remains an alternative for lighter pages.\\n- **Charts:** ECharts preferred for dashboard charts; Plotly.js remains acceptable where existing Plotly semantics help.\\n- **State / data fetching:** Pinia for local UI state and Vue Query for server state where helpful.\\n\\nStreamlit stays available as Admin/Operations UI. The existing Python core remains the system of record for business logic.\\n\\n## Why FastAPI + Vue\\n\\nFastAPI gives a thin, typed, testable HTTP boundary around the existing Python services without moving business logic out of Python. It supports Pydantic DTOs, OpenAPI, TestClient tests and explicit CORS/secrets boundaries.\\n\\nVue is a good fit for the User Dashboard because it is lightweight, component-friendly and fast to iterate. With TypeScript, Tailwind, AG Grid and ECharts it can deliver a polished finance UI without turning the backend into a JavaScript application. This matches the target: Python core, API-first, frontend-only UX layer.\\n\\n## Why no Big-Bang rewrite\\n\\nA Big-Bang rewrite would create unnecessary risk:\\n\\n- productive Runtime SQLite data must not be migrated casually;\\n- current Streamlit pages still provide operations/debug value;\\n- import/review/audit logic is already implemented in Python and must not be duplicated;\\n- write workflows need preview/review/confirm/audit semantics before being exposed in a new UI;\\n- the first goal is to prove superior UX with read-only interaction, not rebuild the whole system.\\n\\nTherefore migration is incremental and API-first. The first slice is read-only.\\n\\n## Alternatives considered\\n\\n- **Streamlit:** correct MVP tool, quickest for Python-only local dashboards, but now too constrained for professional interaction, row-click/detail workflows and complex wizards.\\n- **Plotly Dash:** strong for Plotly-heavy analytical dashboards, but callback complexity is high and it does not solve the broader portfolio workflow UX as cleanly as a real frontend.\\n- **NiceGUI:** more app-like than Streamlit while staying Python-only, but still a framework migration without the same ecosystem depth for professional tables/state/routing.\\n- **FastAPI + Vue:** preferred. Clean Python API boundary, modern frontend ergonomics, TypeScript safety, strong grid/chart options, good incremental migration story.\\n- **FastAPI + React:** technically excellent and ecosystem-rich, but Vue is preferred here for concise component ergonomics and lower ceremony for this project.\\n\\n## Target architecture\\n\\n### Backend\\n\\n- FastAPI app under `src/jarvis_finance/api/`.\\n- Existing Python core remains the only place for business rules.\\n- SQLite Runtime DB remains the current database; PostgreSQL may be introduced later behind service interfaces.\\n- API routers call services; services call existing core/read models. No wild SQL scattered through routers.\\n- Every write endpoint must use preview/review/confirm/audit semantics.\\n- Audit log remains mandatory for productive mutations.\\n- Provider/API-key access is backend-only.\\n- Runtime secrets are read only by backend code.\\n- No API keys, provider credentials, DB files, reports or Runtime data enter the frontend or Git.\\n\\n### Frontend\\n\\n- `frontend/` in the same repo for MVP transition, with hard separation from Python source.\\n- Vue 3 + TypeScript + Vite.\\n- Tailwind CSS for layout/design tokens.\\n- Pinia and/or Vue Query for state/data fetching.\\n- AG Grid or TanStack Table for positions lists; AG Grid is preferred for grouping/filtering/column control.\\n- ECharts or Plotly.js for charts; ECharts is preferred for dashboard-native allocation charts.\\n- Pages:\\n  - Command Center\\n  - Portfolio\\n  - Crypto\\n  - Wallets\\n  - Aktien & ETFs\\n  - Position hinzufügen\\n  - Reports\\n  - Settings/Admin later, not in first User slice.\\n\\n## API contracts\\n\\nAll decimal and money values are transferred as strings, never floats.\\n\\n### Health / Runtime\\n\\n- `GET /api/health`\\n  - Returns API liveness, version and mode.\\n- `GET /api/runtime/status`\\n  - Returns Runtime DB availability, mode, base currency, read/write posture, and whether runtime is outside Git.\\n- `GET /api/provider/status`\\n  - Returns sanitized provider status only: configured/missing/auth_failed/rate_limited/network_error/unknown. Never returns key values or raw secret-bearing URLs.\\n\\n### Command Center\\n\\n- `GET /api/overview`\\n  - `total_portfolio_chf`\\n  - `crypto_chf`\\n  - `stock_chf`\\n  - `etf_chf`\\n  - `cash_chf`\\n  - `unvalued_position_count`\\n  - `critical_hints`\\n  - `last_price_update_at`\\n\\n### Portfolio\\n\\n- `GET /api/portfolio/summary`\\n- `GET /api/portfolio/positions`\\n- `GET /api/portfolio/positions/{id}`\\n- `GET /api/portfolio/groups?by=platform|asset_class`\\n\\n### Crypto\\n\\n- `GET /api/crypto/summary`\\n- `GET /api/crypto/positions`\\n- `GET /api/crypto/positions/{asset_id}`\\n- `GET /api/crypto/wallets`\\n- `GET /api/crypto/wallets/{wallet_id}`\\n- `POST /api/crypto/price-update`\\n- `POST /api/crypto/report`\\n\\n### Aktien/ETF\\n\\n- `GET /api/equity/summary`\\n- `GET /api/equity/positions`\\n- `GET /api/equity/positions/{id}`\\n- `POST /api/equity/search`\\n- `POST /api/equity/price-update`\\n\\n### Cash\\n\\n- `GET /api/cash/summary`\\n- `POST /api/cash/initial-snapshot`\\n- `POST /api/cash/adjustment`\\n\\n### Actions / Transactions\\n\\n- `POST /api/transactions/initial-snapshot`\\n- `POST /api/transactions/buy`\\n- `POST /api/transactions/sell`\\n- `POST /api/transactions/dividend`\\n- `POST /api/transactions/manual-adjustment`\\n\\n### Audit\\n\\n- `GET /api/audit?entity_type=&entity_id=`\\n\\n### Reports\\n\\n- `GET /api/reports`\\n- `POST /api/reports/crypto`\\n- `GET /api/reports/{id}`\\n\\n### Write endpoint rule\\n\\nEvery writing endpoint must implement:\\n\\n1. preview payload validation;\\n2. review result with exact intended changes;\\n3. explicit confirm request;\\n4. audit log write;\\n5. no silent mutation.\\n\\nNo automated trading endpoint exists. No broker execution endpoint exists.\\n\\n## DTO definitions\\n\\nDTOs live under `src/jarvis_finance/api/schemas/`. User labels hide technical IDs, but API objects include stable IDs for follow-up actions.\\n\\n### Money\\n\\n```json\\n{\\n  \\\"amount\\\": \\\"123.45\\\",\\n  \\\"currency\\\": \\\"CHF\\\",\\n  \\\"display\\\": \\\"CHF 123.45\\\"\\n}\\n```\\n\\n### Quantity\\n\\n```json\\n{\\n  \\\"amount\\\": \\\"0.12345678\\\",\\n  \\\"unit\\\": \\\"BTC\\\",\\n  \\\"display\\\": \\\"0.12345678 BTC\\\"\\n}\\n```\\n\\n### PortfolioSummary\\n\\n- `base_currency`\\n- `total_portfolio_chf: Money`\\n- `crypto_chf: Money`\\n- `stock_chf: Money`\\n- `etf_chf: Money`\\n- `cash_chf: Money`\\n- `unvalued_position_count: int`\\n- `critical_alert_count: int`\\n- `last_price_update_at: string | null`\\n- `data_quality_status: user-friendly string`\\n\\n### PositionSummary\\n\\n- `id`\\n- `label`\\n- `asset_class`\\n- `platform`\\n- `quantity: Quantity`\\n- `market_value_chf: Money | null`\\n- `status`\\n\\n### CryptoPosition\\n\\n- `asset_id`\\n- `label`\\n- `symbol`\\n- `quantity: Quantity`\\n- `market_value_chf: Money | null`\\n- `price_chf: Money | null`\\n- `wallet_count`\\n- `status`\\n- `last_price_update_at`\\n\\n### WalletSummary\\n\\n- `wallet_id`\\n- `label`\\n- `wallet_type`\\n- `asset_count`\\n- `market_value_chf: Money | null`\\n- `status`\\n\\n### EquityPosition\\n\\n- `id`\\n- `instrument_id`\\n- `label`\\n- `ticker`\\n- `isin`\\n- `platform`\\n- `account_label`\\n- `asset_type`\\n- `quantity: Quantity`\\n- `price_original: Money | null`\\n- `market_value_chf: Money | null`\\n- `price_status`\\n- `fx_status`\\n- `status`\\n\\n### CashPosition\\n\\n- `id`\\n- `platform`\\n- `account_label`\\n- `currency`\\n- `amount: Money`\\n- `amount_chf: Money | null`\\n- `status`\\n\\n### AlertSummary\\n\\n- `severity`\\n- `label`\\n- `count`\\n- `message`\\n\\n### AuditEvent\\n\\n- `audit_id`\\n- `timestamp`\\n- `entity_type`\\n- `entity_id`\\n- `action`\\n- `summary`\\n- `created_by`\\n\\n### ReportMetadata\\n\\n- `report_id`\\n- `report_type`\\n- `title`\\n- `format`\\n- `generated_at`\\n- `data_quality_status`\\n- `location_label`\\n\\n### InstrumentSearchCandidate\\n\\n- `candidate_id`\\n- `label`\\n- `asset_class`\\n- `isin`\\n- `ticker`\\n- `exchange`\\n- `currency`\\n- `provider`\\n- `confidence_label`\\n- `review_required`\\n\\n### TransactionPreview\\n\\n- `preview_id`\\n- `action_type`\\n- `summary`\\n- `warnings`\\n- `required_confirmations`\\n- `expires_at`\\n\\n### TransactionConfirmRequest\\n\\n- `preview_id`\\n- `confirm: true`\\n- `user_note`\\n- `idempotency_key`\\n\\n## Frontend UX target\\n\\n### Command Center\\n\\nCards:\\n\\n- Gesamtportfolio\\n- Crypto\\n- Aktien\\n- ETFs\\n- Cash\\n- Kritische Hinweise\\n\\nBelow cards:\\n\\n- Asset Allocation chart\\n- Top Positionen\\n- Data Quality Hinweise\\n- Schnellaktionen\\n\\n### Portfolio\\n\\n- AG Grid table with row click, sorting, filtering, grouping by depot/asset class and column visibility.\\n- Right detail sidebar with position details, history and actions.\\n\\n### Crypto\\n\\n- Coin table with row click.\\n- Detail drawer with wallet allocation, CoinGecko link, price status and actions.\\n- Charts for allocation by coin and by wallet.\\n\\n### Aktien & ETFs\\n\\n- Positions grouped by depot/asset type.\\n- Row click and detail drawer.\\n- Price status and FX status are visible in user language.\\n- Actions: Korrigieren, Kaufen, Verkaufen, Dividende, Verlauf. Writes stay disabled until preview/confirm APIs exist.\\n\\n### Position hinzufügen\\n\\nWizard:\\n\\n1. Assetklasse\\n2. Suche\\n3. Auswahl\\n4. Menge/Depot/Datum\\n5. FX/Cost Basis\\n6. Review\\n7. Speichern\\n\\n## Minimal vertical slice\\n\\n### Backend v0\\n\\n- FastAPI app starts.\\n- `GET /api/health`\\n- `GET /api/overview`\\n- `GET /api/crypto/positions`\\n- `GET /api/equity/positions`\\n- `GET /api/cash/summary`\\n\\n### Frontend v0\\n\\n- Vue app starts.\\n- Command Center page.\\n- Crypto positions table.\\n- Equity/Cash read-only table.\\n- Row click with detail panel for Crypto.\\n- No write actions.\\n\\nGoal: prove better overview and row-detail interaction without rebuilding the system.\\n\\n## Proposed repo structure\\n\\n```text\\nsrc/jarvis_finance/\\n  api/\\n    main.py\\n    routers/\\n      health.py\\n      overview.py\\n      crypto.py\\n      equity.py\\n      cash.py\\n    schemas/\\n      common.py\\n      overview.py\\n      positions.py\\n      audit.py\\n      reports.py\\n      transactions.py\\n    dependencies.py\\n  services/\\n    portfolio_service.py\\n    crypto_service.py\\n    equity_service.py\\n    cash_service.py\\n    report_service.py\\n\\nfrontend/\\n  package.json\\n  vite.config.ts\\n  src/\\n    main.ts\\n    App.vue\\n    api/\\n    stores/\\n    components/\\n    pages/\\n    router/\\n```\\n\\nFor the MVP transition, `frontend/` stays in the same repository because API contracts and DTO changes are easier to review together. It must remain clearly separated and Git-safety must block build artifacts and environment files. A separate repo can be revisited after the API stabilizes.\\n\\n## Security rules\\n\\n- CORS only for local development origins.\\n- No API keys in frontend code or build artifacts.\\n- No real Runtime data in frontend fixtures or dist assets.\\n- No DB files in Git.\\n- No reports in Git.\\n- Git-safety blocks `.env`, `.env.local`, `frontend/dist`, `node_modules`, cache/build artifacts and runtime data formats.\\n- Backend reads Runtime secrets.\\n- Frontend uses only backend API.\\n- No automated trading.\\n\\n## Test strategy\\n\\n### Backend\\n\\n- `pytest`\\n- FastAPI `TestClient`\\n- API returns expected read models on empty and synthetic Runtime DBs.\\n- Decimal values are strings, never JSON floats.\\n- Secret names may appear as configuration labels only; secret values must never leak.\\n- Routers delegate to services.\\n- Direct DB mutation is forbidden outside service/core write workflows.\\n\\n### Frontend\\n\\n- Vitest for component and store tests.\\n- API mock tests for tables/cards/drawers.\\n- Optional later Playwright smoke tests for the core User path.\\n\\n## Non-goals for this sprint\\n\\n- No complete migration.\\n- No full frontend build.\\n- No write actions in Vue.\\n- No Auth.\\n- No deployment.\\n- No broker import changes.\\n- No new provider integration.\\n- No Streamlit removal.\\n\\n## Streamlit continuity\\n\\nStreamlit remains:\\n\\n- Admin/Operations UI;\\n- emergency fallback;\\n- quick debug/read-model view;\\n- host for existing MVP functions until Vue equivalents are proven.\\n\\n## Consequences\\n\\nPositive:\\n\\n- Clean API boundary.\\n- Better UX potential without destabilizing the ledger.\\n- Reuse of Python business logic.\\n- Incremental migration possible.\\n\\nRisks:\\n\\n- Two UIs temporarily exist.\\n- DTO/service contracts must be maintained carefully.\\n- Frontend build artifacts need strict Git-safety.\\n\\nMitigation:\\n\\n- Start with read-only vertical slice.\\n- Keep Streamlit stable.\\n- Add API tests before frontend write workflows.\\n- Enforce runtime/Git safety before every commit.\\n\"}"
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            "arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom pydantic import BaseModel\\n\\nfrom jarvis_finance.api.schemas.common import Money\\n\\n\\nclass AlertSummary(BaseModel):\\n    severity: str\\n    label: str\\n    count: int\\n    message: str = \\\"\\\"\\n\\n\\nclass PortfolioSummary(BaseModel):\\n    base_currency: str\\n    total_portfolio_chf: Money\\n    crypto_chf: Money\\n    stock_chf: Money\\n    etf_chf: Money\\n    cash_chf: Money\\n    unvalued_position_count: int\\n    critical_alert_count: int\\n    critical_hints: list[str]\\n    last_price_update_at: str | None = None\\n    data_quality_status: str\\n\\n\\nclass CashSummary(BaseModel):\\n    base_currency: str\\n    cash_chf: Money\\n    positions: list[\\\"CashPosition\\\"]\\n\\n\\nfrom jarvis_finance.api.schemas.positions import CashPosition  # noqa: E402\\n\\nCashSummary.model_rebuild()\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/schemas/overview.py\"}"
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      "content": "{\"content\": \"   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|\", \"total_lines\": 1145, \"file_size\": 62818, \"truncated\": true, \"hint\": \"Use offset=304 to continue reading (showing 249-303 of 1145 lines)\", \"is_binary\": false, \"is_image\": false}",
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      "reasoning": "**Parsing currency values**\n\nI’m noticing that parsing money from \"CHF xxx\" isn’t ideal. I should probably use _sort_value_chf instead. The price text doesn’t seem to have any numeric values, so maybe regex would help. I’m wondering if I should keep the price as None for version 0, but since DTO includes it, I might need to use the text for the cash amount. I definitely need to parse this better and think about the services required.",
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              "text": "**Parsing currency values**\n\nI’m noticing that parsing money from \"CHF xxx\" isn’t ideal. I should probably use _sort_value_chf instead. The price text doesn’t seem to have any numeric values, so maybe regex would help. I’m wondering if I should keep the price as None for version 0, but since DTO includes it, I might need to use the text for the cash amount. I definitely need to parse this better and think about the services required."
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      "tool_calls": [
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          "type": "function",
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            "arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom decimal import Decimal, InvalidOperation\\n\\nfrom jarvis_finance.api.schemas.common import Money, Quantity\\nfrom jarvis_finance.dashboard import data as dashboard_data\\n\\n\\ndef decimal_text(value: object, places: str = \\\"0.01\\\") -> str:\\n    try:\\n        dec = Decimal(str(value))\\n    except (InvalidOperation, ValueError):\\n        dec = Decimal(\\\"0\\\")\\n    return format(dec.quantize(Decimal(places)), \\\"f\\\")\\n\\n\\ndef money_chf(value: object | None, *, display: str | None = None) -> Money | None:\\n    if value is None or str(value).strip() == \\\"\\\":\\n        return None\\n    amount = decimal_text(value)\\n    return Money(amount=amount, currency=\\\"CHF\\\", display=display or dashboard_data.chf_text(amount))\\n\\n\\ndef quantity(value: object, unit: str = \\\"\\\") -> Quantity:\\n    amount = str(value or \\\"0\\\")\\n    return Quantity(amount=amount, unit=unit, display=f\\\"{amount} {unit}\\\".strip())\\n\\n\\ndef status_label(status: str | None) -> str:\\n    return dashboard_data.translate_status(status)\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/api_helpers.py\"}"
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            "arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom sqlite3 import Connection\\n\\nfrom jarvis_finance.api.schemas.overview import PortfolioSummary\\nfrom jarvis_finance.dashboard import data as dashboard_data\\nfrom jarvis_finance.services.api_helpers import money_chf, status_label\\n\\n\\ndef get_overview(conn: Connection) -> PortfolioSummary:\\n    summary = dashboard_data.get_command_center_summary(conn)\\n    return PortfolioSummary(\\n        base_currency=summary.get(\\\"base_currency\\\", \\\"CHF\\\"),\\n        total_portfolio_chf=money_chf(summary.get(\\\"total_portfolio_chf\\\")) or money_chf(\\\"0\\\"),\\n        crypto_chf=money_chf(summary.get(\\\"crypto_total_chf\\\")) or money_chf(\\\"0\\\"),\\n        stock_chf=money_chf(summary.get(\\\"stock_total_chf\\\")) or money_chf(\\\"0\\\"),\\n        etf_chf=money_chf(summary.get(\\\"etf_total_chf\\\")) or money_chf(\\\"0\\\"),\\n        cash_chf=money_chf(summary.get(\\\"cash_total_chf\\\")) or money_chf(\\\"0\\\"),\\n        unvalued_position_count=int(summary.get(\\\"unvalued_position_count\\\") or 0),\\n        critical_alert_count=int(summary.get(\\\"critical_alert_count\\\") or 0),\\n        critical_hints=dashboard_data.get_top_user_hints(conn, limit=3),\\n        last_price_update_at=summary.get(\\\"last_price_update_at\\\") or None,\\n        data_quality_status=status_label(summary.get(\\\"data_quality_status\\\")),\\n    )\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\"}"
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    },
    {
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      "content": "{\"bytes_written\": 1267, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n<diagnostics file=\\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\\\">\\nERROR [14:29] Argument of type \\\"Money | None\\\" cannot be assigned to parameter \\\"total_portfolio_chf\\\" of type \\\"Money\\\" in function \\\"__init__\\\"\\n  Type \\\"Money | None\\\" is not assignable to type \\\"Money\\\"\\n    \\\"None\\\" is not assignable to \\\"Money\\\" [reportArgumentType] (Pyright)\\nERROR [15:20] Argument of type \\\"Money | None\\\" cannot be assigned to parameter \\\"crypto_chf\\\" of type \\\"Money\\\" in function \\\"__init__\\\"\\n  Type \\\"Money | None\\\" is not assignable to type \\\"Money\\\"\\n    \\\"None\\\" is not assignable to \\\"Money\\\" [reportArgumentType] (Pyright)\\nERROR [16:19] Argument of type \\\"Money | None\\\" cannot be assigned to parameter \\\"stock_chf\\\" of type \\\"Money\\\" in function \\\"__init__\\\"\\n  Type \\\"Money | None\\\" is not assignable to type \\\"Money\\\"\\n    \\\"None\\\" is not assignable to \\\"Money\\\" [reportArgumentType] (Pyright)\\nERROR [17:17] Argument of type \\\"Money | None\\\" cannot be assigned to parameter \\\"etf_chf\\\" of type \\\"Money\\\" in function \\\"__init__\\\"\\n  Type \\\"Money | None\\\" is not assignable to type \\\"Money\\\"\\n    \\\"None\\\" is not assignable to \\\"Money\\\" [reportArgumentType] (Pyright)\\nERROR [18:18] Argument of type \\\"Money | None\\\" cannot be assigned to parameter \\\"cash_chf\\\" of type \\\"Money\\\" in function \\\"__init__\\\"\\n  Type \\\"Money | None\\\" is not assignable to type \\\"Money\\\"\\n    \\\"None\\\" is not assignable to \\\"Money\\\" [reportArgumentType] (Pyright)\\n</diagnostics>\"}",
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      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/api_helpers.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/api_helpers.py\\n@@ -21,6 +21,10 @@\\n     return Money(amount=amount, currency=\\\"CHF\\\", display=display or dashboard_data.chf_text(amount))\\n \\n \\n+def money_chf_required(value: object | None) -> Money:\\n+    return money_chf(value) or Money(amount=\\\"0.00\\\", currency=\\\"CHF\\\", display=\\\"CHF 0.00\\\")\\n+\\n+\\n def quantity(value: object, unit: str = \\\"\\\") -> Quantity:\\n     amount = str(value or \\\"0\\\")\\n     return Quantity(amount=amount, unit=unit, display=f\\\"{amount} {unit}\\\".strip())\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/api_helpers.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.services.api_helpers import money_chf_required, status_label\\n\",\"old_string\":\"from jarvis_finance.services.api_helpers import money_chf, status_label\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\"}"
          }
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    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\\n@@ -4,7 +4,7 @@\\n \\n from jarvis_finance.api.schemas.overview import PortfolioSummary\\n from jarvis_finance.dashboard import data as dashboard_data\\n-from jarvis_finance.services.api_helpers import money_chf, status_label\\n+from jarvis_finance.services.api_helpers import money_chf_required, status_label\\n \\n \\n def get_overview(conn: Connection) -> PortfolioSummary:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}, \"lsp_diagnostics\": \"LSP diagnostics introduced by this edit:\\n<diagnostics file=\\\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\\\">\\nERROR [14:29] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [14:78] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [15:20] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [15:66] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [16:19] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [16:64] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [17:17] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [17:60] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [18:18] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\nERROR [18:62] \\\"money_chf\\\" is not defined [reportUndefinedVariable] (Pyright)\\n</diagnostics>\"}",
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          "function": {
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            "arguments": "{\"mode\":\"replace\",\"new_string\":\"        total_portfolio_chf=money_chf_required(summary.get(\\\"total_portfolio_chf\\\")),\\n        crypto_chf=money_chf_required(summary.get(\\\"crypto_total_chf\\\")),\\n        stock_chf=money_chf_required(summary.get(\\\"stock_total_chf\\\")),\\n        etf_chf=money_chf_required(summary.get(\\\"etf_total_chf\\\")),\\n        cash_chf=money_chf_required(summary.get(\\\"cash_total_chf\\\")),\\n\",\"old_string\":\"        total_portfolio_chf=money_chf(summary.get(\\\"total_portfolio_chf\\\")) or money_chf(\\\"0\\\"),\\n        crypto_chf=money_chf(summary.get(\\\"crypto_total_chf\\\")) or money_chf(\\\"0\\\"),\\n        stock_chf=money_chf(summary.get(\\\"stock_total_chf\\\")) or money_chf(\\\"0\\\"),\\n        etf_chf=money_chf(summary.get(\\\"etf_total_chf\\\")) or money_chf(\\\"0\\\"),\\n        cash_chf=money_chf(summary.get(\\\"cash_total_chf\\\")) or money_chf(\\\"0\\\"),\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\\n@@ -11,11 +11,11 @@\\n     summary = dashboard_data.get_command_center_summary(conn)\\n     return PortfolioSummary(\\n         base_currency=summary.get(\\\"base_currency\\\", \\\"CHF\\\"),\\n-        total_portfolio_chf=money_chf(summary.get(\\\"total_portfolio_chf\\\")) or money_chf(\\\"0\\\"),\\n-        crypto_chf=money_chf(summary.get(\\\"crypto_total_chf\\\")) or money_chf(\\\"0\\\"),\\n-        stock_chf=money_chf(summary.get(\\\"stock_total_chf\\\")) or money_chf(\\\"0\\\"),\\n-        etf_chf=money_chf(summary.get(\\\"etf_total_chf\\\")) or money_chf(\\\"0\\\"),\\n-        cash_chf=money_chf(summary.get(\\\"cash_total_chf\\\")) or money_chf(\\\"0\\\"),\\n+        total_portfolio_chf=money_chf_required(summary.get(\\\"total_portfolio_chf\\\")),\\n+        crypto_chf=money_chf_required(summary.get(\\\"crypto_total_chf\\\")),\\n+        stock_chf=money_chf_required(summary.get(\\\"stock_total_chf\\\")),\\n+        etf_chf=money_chf_required(summary.get(\\\"etf_total_chf\\\")),\\n+        cash_chf=money_chf_required(summary.get(\\\"cash_total_chf\\\")),\\n         unvalued_position_count=int(summary.get(\\\"unvalued_position_count\\\") or 0),\\n         critical_alert_count=int(summary.get(\\\"critical_alert_count\\\") or 0),\\n         critical_hints=dashboard_data.get_top_user_hints(conn, limit=3),\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/portfolio_service.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_Ld67V48hbO1eY2iXeUk1U7nj"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_TYnyo8x3XOdeawN8jLg7EZrL",
          "call_id": "call_TYnyo8x3XOdeawN8jLg7EZrL",
          "response_item_id": "fc_0c47c0330ab8a72a016a0880696074819189d9853cdac178c2",
          "type": "function",
          "function": {
            "name": "write_file",
            "arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom sqlite3 import Connection\\n\\nfrom jarvis_finance.api.schemas.positions import CryptoPosition\\nfrom jarvis_finance.dashboard import data as dashboard_data\\nfrom jarvis_finance.services.api_helpers import money_chf, quantity, status_label\\n\\n\\ndef list_crypto_positions(conn: Connection) -> list[CryptoPosition]:\\n    rows = dashboard_data.get_crypto_coin_summary(conn, admin_mode=True)\\n    positions: list[CryptoPosition] = []\\n    for row in rows:\\n        asset_id = row.get(\\\"asset_id\\\") or row.get(\\\"_asset_id\\\") or row.get(\\\"coin\\\", \\\"\\\")\\n        label = row.get(\\\"coin\\\", \\\"\\\")\\n        value = row.get(\\\"_sort_value_chf\\\") or None\\n        positions.append(\\n            CryptoPosition(\\n                id=str(asset_id),\\n                asset_id=str(asset_id),\\n                label=label,\\n                asset_class=\\\"crypto\\\",\\n                platform=\\\"Crypto\\\",\\n                symbol=row.get(\\\"symbol\\\", \\\"\\\"),\\n                quantity=quantity(row.get(\\\"gesamtmenge\\\", \\\"0\\\"), row.get(\\\"symbol\\\", \\\"\\\")),\\n                market_value_chf=money_chf(value, display=row.get(\\\"gesamtwert_chf\\\")),\\n                price_chf=None,\\n                wallet_count=int(row.get(\\\"wallets\\\") or 0),\\n                status=status_label(row.get(\\\"price_status\\\") or row.get(\\\"status\\\")),\\n                last_price_update_at=row.get(\\\"last_price_update\\\") or row.get(\\\"_last_price_update\\\") or None,\\n            )\\n        )\\n    return positions\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/crypto_service.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "write_file",
      "content": "{\"bytes_written\": 1429, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_TYnyo8x3XOdeawN8jLg7EZrL"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_vn3Rw42WwOQEkjN3UHbUXMNI",
          "call_id": "call_vn3Rw42WwOQEkjN3UHbUXMNI",
          "response_item_id": "fc_0c47c0330ab8a72a016a088074b228819197eae87570d11530",
          "type": "function",
          "function": {
            "name": "write_file",
            "arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom sqlite3 import Connection\\n\\nfrom jarvis_finance.api.schemas.positions import EquityPosition\\nfrom jarvis_finance.dashboard import data as dashboard_data\\nfrom jarvis_finance.services.api_helpers import Money, money_chf, quantity, status_label\\n\\n\\ndef _price_money(row: dict[str, str]) -> Money | None:\\n    price = row.get(\\\"market_price_original\\\")\\n    if not price:\\n        return None\\n    currency = row.get(\\\"price_currency\\\") or row.get(\\\"currency\\\") or \\\"\\\"\\n    return Money(amount=price, currency=currency, display=f\\\"{price} {currency}\\\".strip())\\n\\n\\ndef list_equity_positions(conn: Connection) -> list[EquityPosition]:\\n    positions: list[EquityPosition] = []\\n    for row in dashboard_data.get_positions(conn):\\n        asset_class = row.get(\\\"asset_class\\\", \\\"\\\").lower()\\n        if asset_class not in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}:\\n            continue\\n        if row.get(\\\"instrument_status\\\", \\\"\\\").lower() == \\\"inactive\\\":\\n            continue\\n        position_id = f\\\"{row.get('account_id')}:{row.get('instrument_id')}\\\"\\n        asset_type = \\\"ETF\\\" if asset_class == \\\"etf\\\" else \\\"Aktie\\\"\\n        positions.append(\\n            EquityPosition(\\n                id=position_id,\\n                instrument_id=row.get(\\\"instrument_id\\\", \\\"\\\"),\\n                label=row.get(\\\"name\\\", \\\"\\\"),\\n                asset_class=\\\"equity_etf\\\",\\n                platform=row.get(\\\"platform\\\") or row.get(\\\"account_name\\\", \\\"\\\"),\\n                account_label=row.get(\\\"account_name\\\", \\\"\\\"),\\n                ticker=row.get(\\\"ticker\\\", \\\"\\\"),\\n                isin=row.get(\\\"isin\\\", \\\"\\\"),\\n                asset_type=asset_type,\\n                quantity=quantity(row.get(\\\"quantity\\\", \\\"0\\\"), row.get(\\\"ticker\\\") or asset_type),\\n                market_value_chf=money_chf(row.get(\\\"market_value_chf\\\")),\\n                price_original=_price_money(row),\\n                price_status=status_label(row.get(\\\"price_status\\\")),\\n                fx_status=status_label(row.get(\\\"fx_status\\\")),\\n                status=status_label(row.get(\\\"data_quality_status\\\") or row.get(\\\"valuation_status\\\")),\\n            )\\n        )\\n    return positions\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "write_file",
      "content": "{\"bytes_written\": 2093, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_vn3Rw42WwOQEkjN3UHbUXMNI"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Evaluating module imports**\n\nI'm wondering why Money from api_helpers isn't exported. It seems like it should be available since it's imported at the module's top. But that presents some oddities. To resolve this, I think it would be better to import Money directly from the schema instead. I guess patching it might be the way to go to ensure everything functions smoothly. It’s interesting how module imports can get tangled up sometimes!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Evaluating module imports**\n\nI'm wondering why Money from api_helpers isn't exported. It seems like it should be available since it's imported at the module's top. But that presents some oddities. To resolve this, I think it would be better to import Money directly from the schema instead. I guess patching it might be the way to go to ensure everything functions smoothly. It’s interesting how module imports can get tangled up sometimes!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqCICJJN8UKBYGYWUTlxOZBxLxfr-Ooa3jQIz5ZTpNrVH69Gxz5WERtEG03tTQq0ZU8k5Ve-T0afULLazKYiw-hR5SGz0b_pjPOcrU6aURXPNJkgJ24H-78WX6ARsGz3G09rtMHjCZS8CXshAS959pS-3jDV5fABd5s721HrYXaxQZsU8aOQa-olLuq8n47edXhf56shjlnxhf4SQcgY1JI5NJbNNqIiFFQ84zYLwdU5p_XDrdkA4yG_vVkeTtIDPrlH0YnDpNkr-l0CNYa000IiGmQkoL5Hu-14z843J7h-NSOOCccPUZQgCylPgKE48oShSXLXu9huSgpWUdcOLhxJCfBxxfm8T3-iIfte3odKYzA0Bv2yv3pi428-KLQUdfV2fCpWW0l-0BwCHrfmQ_IRE_M7iDrXdTHQZxpnoL7q68GwTUcnAWJQ2YRXSGOVXFHbV2M2f7FyBKHCbS7UH4WjKneAo5p5qG0YlVMb3M1tZh5jvgjfklQr_UZw1Zd9dbzJTrC1vz103fBBM8xmqtrUVgSo35NZkktB5X1l7VeMambqNejI_xirGXjj4wvNkeYrZ9ryA5CHJhkSgyZJrk5Id9RnitaS1fFaPyVKJFl9je08V1itcZLvTp7fcPGJZIzY_fNlhd9zf5OzhN53tUnG6_6_AFxnLXQkqYOcMt2b3h8TmqtnXa_p88zSICxWssG7eUZKUN8-zToYMh9y9SeNBg0nmQkfpAUder-gArbPL5W-3Q7XBPNsf1D-IOlXin56UdQehd13VxKlN10vZ7BIgvVBVpDQPM4ifjCYWUvzzijf6E8Fgo6GyRlFBzU8znAo7WCHFc07eH0BNhr1nrnBKyJ8k7qTFasoybU-obG0ysQgqwYDsfZxWdWtuSXagfFcRXmqXY9-CP0YipkrDrU5NGyL5XJg8IVaCL6V04FQlNL4Mc6OxXcbqJK9YdJnE_hh5ocj9-mm5TSRW4yzKQHE1ANByUbVxvT7TGW_DgwTrXwQmUNlNjdrE5yBXytR6RODJDhT-Mks6JGjjcOP8dh5PjypVW_DzM-obLcCrPAdQw3zE1rs_Ay8QHSdmSFsF4aQMqG-oe8_PGkvrWgbmukK0cZQ==",
          "id": "rs_0c47c0330ab8a72a016a088084d6ac81919aa66cf3f1b5dab8",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Evaluating module imports**\n\nI'm wondering why Money from api_helpers isn't exported. It seems like it should be available since it's imported at the module's top. But that presents some oddities. To resolve this, I think it would be better to import Money directly from the schema instead. I guess patching it might be the way to go to ensure everything functions smoothly. It’s interesting how module imports can get tangled up sometimes!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_nwc3woi5t7xFHCeIDxMzerOT",
          "call_id": "call_nwc3woi5t7xFHCeIDxMzerOT",
          "response_item_id": "fc_0c47c0330ab8a72a016a0880893cc08191a6d283bb37cd52df",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"mode\":\"replace\",\"new_string\":\"from jarvis_finance.api.schemas.common import Money\\nfrom jarvis_finance.api.schemas.positions import EquityPosition\\nfrom jarvis_finance.dashboard import data as dashboard_data\\nfrom jarvis_finance.services.api_helpers import money_chf, quantity, status_label\\n\",\"old_string\":\"from jarvis_finance.api.schemas.positions import EquityPosition\\nfrom jarvis_finance.dashboard import data as dashboard_data\\nfrom jarvis_finance.services.api_helpers import Money, money_chf, quantity, status_label\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py\\n@@ -2,9 +2,10 @@\\n \\n from sqlite3 import Connection\\n \\n+from jarvis_finance.api.schemas.common import Money\\n from jarvis_finance.api.schemas.positions import EquityPosition\\n from jarvis_finance.dashboard import data as dashboard_data\\n-from jarvis_finance.services.api_helpers import Money, money_chf, quantity, status_label\\n+from jarvis_finance.services.api_helpers import money_chf, quantity, status_label\\n \\n \\n def _price_money(row: dict[str, str]) -> Money | None:\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_nwc3woi5t7xFHCeIDxMzerOT"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_rq5XYrvXwuwv42RxQ842ftoJ",
          "call_id": "call_rq5XYrvXwuwv42RxQ842ftoJ",
          "response_item_id": "fc_0c47c0330ab8a72a016a08808f4a548191bdb1db2495f5ee41",
          "type": "function",
          "function": {
            "name": "write_file",
            "arguments": "{\"content\":\"from __future__ import annotations\\n\\nfrom sqlite3 import Connection\\n\\nfrom jarvis_finance.api.schemas.overview import CashSummary\\nfrom jarvis_finance.api.schemas.positions import CashPosition\\nfrom jarvis_finance.dashboard import data as dashboard_data\\nfrom jarvis_finance.services.api_helpers import Money, money_chf, money_chf_required, status_label\\n\\n\\ndef list_cash_positions(conn: Connection) -> list[CashPosition]:\\n    positions: list[CashPosition] = []\\n    for row in dashboard_data.get_cash_overview(conn):\\n        currency = row.get(\\\"currency\\\", \\\"\\\")\\n        amount = row.get(\\\"amount_original\\\", \\\"0\\\")\\n        positions.append(\\n            CashPosition(\\n                id=f\\\"{row.get('account_id')}:{currency}\\\",\\n                platform=row.get(\\\"platform\\\", \\\"\\\"),\\n                account_label=row.get(\\\"account_name\\\", \\\"\\\"),\\n                currency=currency,\\n                amount=Money(amount=amount, currency=currency, display=f\\\"{amount} {currency}\\\".strip()),\\n                amount_chf=money_chf(row.get(\\\"amount_chf\\\")),\\n                status=status_label(row.get(\\\"quality_status\\\")),\\n            )\\n        )\\n    return positions\\n\\n\\ndef get_cash_summary(conn: Connection) -> CashSummary:\\n    positions = list_cash_positions(conn)\\n    total = sum(dashboard_data.d(p.amount_chf.amount) for p in positions if p.amount_chf)\\n    return CashSummary(\\n        base_currency=\\\"CHF\\\",\\n        cash_chf=money_chf_required(total),\\n        positions=positions,\\n    )\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/cash_service.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "write_file",
      "content": "{\"bytes_written\": 1451, \"dirs_created\": true, \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
      "tool_call_id": "call_rq5XYrvXwuwv42RxQ842ftoJ"
    }
  ]
}