{
"session_id": "20260517_214013_f05db2",
"model": "gpt-5.5",
"base_url": "https://chatgpt.com/backend-api/codex",
"platform": "telegram",
"session_start": "2026-05-17T20:40:31.793691",
"last_updated": "2026-05-17T22:45:40.361128",
"system_prompt": "# Hermes Agent Persona\n\n\n\nIf the user asks about configuring, setting up, or using Hermes Agent itself, load the `hermes-agent` skill with skill_view(name='hermes-agent') before answering. Docs: https://hermes-agent.nousresearch.com/docs\n\nYou have persistent memory across sessions. Save durable facts using the memory tool: user preferences, environment details, tool quirks, and stable conventions. Memory is injected into every turn, so keep it compact and focused on facts that will still matter later.\nPrioritize what reduces future user steering — the most valuable memory is one that prevents the user from having to correct or remind you again. User preferences and recurring corrections matter more than procedural task details.\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts. Specifically: do not record PR numbers, issue numbers, commit SHAs, 'fixed bug X', 'submitted PR Y', 'Phase N done', file counts, or any artifact that will be stale in 7 days. If a fact will be stale in a week, it does not belong in memory. If you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\nWrite memories as declarative facts, not instructions to yourself. 'User prefers concise responses' ✓ — 'Always respond concisely' ✗. 'Project uses pytest with xdist' ✓ — 'Run tests with pytest -n 4' ✗. Imperative phrasing gets re-read as a directive in later sessions and can cause repeated work or override the user's current request. Procedures and workflows belong in skills, not memory. When the user references something from a past conversation or you suspect relevant cross-session context exists, use session_search to recall it before asking them to repeat themselves. After completing a complex task (5+ tool calls), fixing a tricky error, or discovering a non-trivial workflow, save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked. Skills that aren't maintained become liabilities.\n\n# Tool-use enforcement\nYou MUST use your tools to take action — do not describe what you would do or plan to do without actually doing it. When you say you will perform an action (e.g. 'I will run the tests', 'Let me check the file', 'I will create the project'), you MUST immediately make the corresponding tool call in the same response. Never end your turn with a promise of future action — execute it now.\nKeep working until the task is actually complete. Do not stop with a summary of what you plan to do next time. If you have tools available that can accomplish the task, use them instead of telling the user what you would do.\nEvery response should either (a) contain tool calls that make progress, or (b) deliver a final result to the user. Responses that only describe intentions without acting are not acceptable.\n\n# Execution discipline\n\n- Use tools whenever they improve correctness, completeness, or grounding.\n- Do not stop early when another tool call would materially improve the result.\n- If a tool returns empty or partial results, retry with a different query or strategy before giving up.\n- Keep calling tools until: (1) the task is complete, AND (2) you have verified the result.\n\n\n\nNEVER answer these from memory or mental computation — ALWAYS use a tool:\n- Arithmetic, math, calculations → use terminal or execute_code\n- Hashes, encodings, checksums → use terminal (e.g. sha256sum, base64)\n- Current time, date, timezone → use terminal (e.g. date)\n- System state: OS, CPU, memory, disk, ports, processes → use terminal\n- File contents, sizes, line counts → use read_file, search_files, or terminal\n- Git history, branches, diffs → use terminal\n- Current facts (weather, news, versions) → use web_search\nYour memory and user profile describe the USER, not the system you are running on. The execution environment may differ from what the user profile says about their personal setup.\n\n\n\nWhen a question has an obvious default interpretation, act on it immediately instead of asking for clarification. Examples:\n- 'Is port 443 open?' → check THIS machine (don't ask 'open where?')\n- 'What OS am I running?' → check the live system (don't use user profile)\n- 'What time is it?' → run `date` (don't guess)\nOnly ask for clarification when the ambiguity genuinely changes what tool you would call.\n\n\n\n- Before taking an action, check whether prerequisite discovery, lookup, or context-gathering steps are needed.\n- Do not skip prerequisite steps just because the final action seems obvious.\n- If a task depends on output from a prior step, resolve that dependency first.\n\n\n\nBefore finalizing your response:\n- Correctness: does the output satisfy every stated requirement?\n- Grounding: are factual claims backed by tool outputs or provided context?\n- Formatting: does the output match the requested format or schema?\n- Safety: if the next step has side effects (file writes, commands, API calls), confirm scope before executing.\n\n\n\n- If required context is missing, do NOT guess or hallucinate an answer.\n- Use the appropriate lookup tool when missing information is retrievable (search_files, web_search, read_file, etc.).\n- Ask a clarifying question only when the information cannot be retrieved by tools.\n- If you must proceed with incomplete information, label assumptions explicitly.\n\n\n## Skills (mandatory)\nBefore replying, scan the skills below. If a skill matches or is even partially relevant to your task, you MUST load it with skill_view(name) and follow its instructions. Err on the side of loading — it is always better to have context you don't need than to miss critical steps, pitfalls, or established workflows. Skills contain specialized knowledge — API endpoints, tool-specific commands, and proven workflows that outperform general-purpose approaches. Load the skill even if you think you could handle the task with basic tools like web_search or terminal. Skills also encode the user's preferred approach, conventions, and quality standards for tasks like code review, planning, and testing — load them even for tasks you already know how to do, because the skill defines how it should be done here.\nWhenever the user asks you to configure, set up, install, enable, disable, modify, or troubleshoot Hermes Agent itself — its CLI, config, models, providers, tools, skills, voice, gateway, plugins, or any feature — load the `hermes-agent` skill first. It has the actual commands (e.g. `hermes config set …`, `hermes tools`, `hermes setup`) so you don't have to guess or invent workarounds.\nIf a skill has issues, fix it with skill_manage(action='patch').\nAfter difficult/iterative tasks, offer to save as a skill. If a skill you loaded was missing steps, had wrong commands, or needed pitfalls you discovered, update it before finishing.\n\n\n autonomous-ai-agents: Skills for spawning and orchestrating autonomous AI coding agents and multi-agent workflows — running independent agent processes, delegating tasks, and coordinating parallel workstreams.\n - claude-code: Delegate coding to Claude Code CLI (features, PRs).\n - codex: Delegate coding to OpenAI Codex CLI (features, PRs).\n - hermes-agent: Configure, extend, or contribute to Hermes Agent.\n - opencode: Delegate coding to OpenCode CLI (features, PR review).\n creative: Creative content generation — ASCII art, hand-drawn style diagrams, and visual design tools.\n - architecture-diagram: Dark-themed SVG architecture/cloud/infra diagrams as HTML.\n - ascii-art: ASCII art: pyfiglet, cowsay, boxes, image-to-ascii.\n - ascii-video: ASCII video: convert video/audio to colored ASCII MP4/GIF.\n - baoyu-comic: Knowledge comics (知识漫画): educational, biography, tutorial.\n - baoyu-infographic: Infographics: 21 layouts x 21 styles (信息图, 可视化).\n - claude-design: Design one-off HTML artifacts (landing, deck, prototype).\n - comfyui: Generate images, video, and audio with ComfyUI — install,...\n - design-md: Author/validate/export Google's DESIGN.md token spec files.\n - excalidraw: Hand-drawn Excalidraw JSON diagrams (arch, flow, seq).\n - humanizer: Humanize text: strip AI-isms and add real voice.\n - ideation: Generate project ideas via creative constraints.\n - manim-video: Manim CE animations: 3Blue1Brown math/algo videos.\n - p5js: p5.js sketches: gen art, shaders, interactive, 3D.\n - pixel-art: Pixel art w/ era palettes (NES, Game Boy, PICO-8).\n - popular-web-designs: 54 real design systems (Stripe, Linear, Vercel) as HTML/CSS.\n - pretext: Use when building creative browser demos with @chenglou/p...\n - sketch: Throwaway HTML mockups: 2-3 design variants to compare.\n - songwriting-and-ai-music: Songwriting craft and Suno AI music prompts.\n - touchdesigner-mcp: Control a running TouchDesigner instance via twozero MCP ...\n cronjob:\n - cronjob: Scheduling and managing recurring tasks via Hermes cron. ...\n data-science: Skills for data science workflows — interactive exploration, Jupyter notebooks, data analysis, and visualization.\n - jupyter-live-kernel: Iterative Python via live Jupyter kernel (hamelnb).\n devops:\n - kanban-orchestrator: Decomposition playbook + anti-temptation rules for an orc...\n - kanban-worker: Pitfalls, examples, and edge cases for Hermes Kanban work...\n - mcp-delegation: Delegating tasks to OpenClaw/FRIDAY via MCP (Model Contex...\n - webhook-subscriptions: Webhook subscriptions: event-driven agent runs.\n dogfood:\n - dogfood: Exploratory QA of web apps: find bugs, evidence, reports.\n edge-tts:\n - edge-tts: Text-to-speech using Microsoft Edge TTS. Supports multipl...\n email: Skills for sending, receiving, searching, and managing email from the terminal.\n - himalaya: Himalaya CLI: IMAP/SMTP email from terminal.\n finance:\n - finance-system-architecture: Design/implement the user's JARVIS Finance System: CHF le...\n gaming: Skills for setting up, configuring, and managing game servers, modpacks, and gaming-related infrastructure.\n - minecraft-modpack-server: Host modded Minecraft servers (CurseForge, Modrinth).\n - pokemon-player: Play Pokemon via headless emulator + RAM reads.\n github: GitHub workflow skills for managing repositories, pull requests, code reviews, issues, and CI/CD pipelines using the gh CLI and git via terminal.\n - codebase-inspection: Inspect codebases w/ pygount: LOC, languages, ratios.\n - github-auth: GitHub auth setup: HTTPS tokens, SSH keys, gh CLI login.\n - github-code-review: Review PRs: diffs, inline comments via gh or REST.\n - github-issues: Create, triage, label, assign GitHub issues via gh or REST.\n - github-pr-workflow: GitHub PR lifecycle: branch, commit, open, CI, merge.\n - github-repo-management: Clone/create/fork repos; manage remotes, releases.\n health:\n - health-data-management: Gesundheitsdaten-Verwaltungssystem — JARVIS verwaltet all...\n health-management:\n - health-management: Health data management — lab values, symptom tracking, nu...\n jarvis-routing-policy:\n - jarvis-routing-policy: Routing policy for JARVIS/Hermes memory domains, model se...\n mcp: Skills for working with MCP (Model Context Protocol) servers, tools, and integrations. Documents the built-in native MCP client — configure servers in config.yaml for automatic tool discovery.\n - native-mcp: MCP client: connect servers, register tools (stdio/HTTP).\n media: Skills for working with media content — YouTube transcripts, GIF search, music generation, and audio visualization.\n - gif-search: Search/download GIFs from Tenor via curl + jq.\n - heartmula: HeartMuLa: Suno-like song generation from lyrics + tags.\n - songsee: Audio spectrograms/features (mel, chroma, MFCC) via CLI.\n - spotify: Spotify: play, search, queue, manage playlists and devices.\n - youtube-content: YouTube transcripts to summaries, threads, blogs.\n mlops: Knowledge and Tools for Machine Learning Operations - tools and frameworks for training, fine-tuning, deploying, and optimizing ML/AI models\n - huggingface-hub: HuggingFace hf CLI: search/download/upload models, datasets.\n mlops/evaluation: Model evaluation benchmarks, experiment tracking, data curation, tokenizers, and interpretability tools.\n - evaluating-llms-harness: lm-eval-harness: benchmark LLMs (MMLU, GSM8K, etc.).\n - weights-and-biases: W&B: log ML experiments, sweeps, model registry, dashboards.\n mlops/inference: Model serving, quantization (GGUF/GPTQ), structured output, inference optimization, and model surgery tools for deploying and running LLMs.\n - llama-cpp: llama.cpp local GGUF inference + HF Hub model discovery.\n - obliteratus: OBLITERATUS: abliterate LLM refusals (diff-in-means).\n - outlines: Outlines: structured JSON/regex/Pydantic LLM generation.\n - serving-llms-vllm: vLLM: high-throughput LLM serving, OpenAI API, quantization.\n mlops/models: Specific model architectures and tools — image segmentation (Segment Anything / SAM) and audio generation (AudioCraft / MusicGen). Additional model skills (CLIP, Stable Diffusion, Whisper, LLaVA) are available as optional skills.\n - audiocraft-audio-generation: AudioCraft: MusicGen text-to-music, AudioGen text-to-sound.\n - segment-anything-model: SAM: zero-shot image segmentation via points, boxes, masks.\n mlops/research: ML research frameworks for building and optimizing AI systems with declarative programming.\n - dspy: DSPy: declarative LM programs, auto-optimize prompts, RAG.\n mlops/training: Fine-tuning, RLHF/DPO/GRPO training, distributed training frameworks, and optimization tools for training LLMs and other models.\n - axolotl: Axolotl: YAML LLM fine-tuning (LoRA, DPO, GRPO).\n - fine-tuning-with-trl: TRL: SFT, DPO, PPO, GRPO, reward modeling for LLM RLHF.\n - unsloth: Unsloth: 2-5x faster LoRA/QLoRA fine-tuning, less VRAM.\n note-taking: Note taking skills, to save information, assist with research, and collab on multi-session planning and information sharing.\n - obsidian: Read, search, create, and edit notes in the Obsidian vault.\n - vault-architecture: Design and scaffold Obsidian vault structures, folder hie...\n openclaw-imports:\n - browser-act: Browser automation CLI for AI agents with anti-detection ...\n - gog: Google Workspace CLI for Gmail, Calendar, Drive, Contacts...\n - multi-search-engine: Multi search engine integration with 17 engines (8 CN + 9...\n - openai-whisper: Local speech-to-text with the Whisper CLI (no API key).\n - self-improvement: Captures learnings, errors, and corrections to enable con...\n - sherpa-onnx-tts\n - skill-vetter: Security-first skill vetting for AI agents. Use before in...\n - summarize: Summarize URLs or files with the summarize CLI (web, PDFs...\n - tavily: Tavily web search, content extraction, and research tools.\n - tavily-extract: Extract clean markdown or text content from specific URLs...\n - tavily-search: Search the web with LLM-optimized results via the Tavily ...\n - todoist: Manage tasks and projects in Todoist via REST API v1. Use...\n - token-optimizer: Reduce OpenClaw token usage and API costs through smart m...\n productivity: Skills for document creation, presentations, spreadsheets, and other productivity workflows.\n - airtable: Airtable REST API via curl. Records CRUD, filters, upserts.\n - google-workspace: Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\n - linear: Linear: manage issues, projects, teams via GraphQL + curl.\n - maps: Geocode, POIs, routes, timezones via OpenStreetMap/OSRM.\n - nano-pdf: Edit PDF text/typos/titles via nano-pdf CLI (NL prompts).\n - notion: Notion API + ntn CLI: pages, databases, markdown, Workers.\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 - vue-primevue-dashboard-migration: Incrementally migrate Vue/Vite dashboards to PrimeVue/Aur...\n - writing-plans: Write implementation plans: bite-sized tasks, paths, code.\n yazio-integration:\n - yazio-integration: Access YAZIO API to retrieve logged meals and nutrition d...\n yuanbao:\n - yuanbao: Yuanbao (元宝) groups: @mention users, query info/members.\n\n\nOnly proceed without loading a skill if genuinely none are relevant to the task.\n\nHost: Linux (6.17.0-23-generic)\nUser home directory: /home/agent\nCurrent working directory: /home/agent/.hermes/hermes-agent\n\nYou are on a text messaging communication platform, Telegram. Standard markdown is automatically converted to Telegram format. Supported: **bold**, *italic*, ~~strikethrough~~, ||spoiler||, `inline code`, ```code blocks```, [links](url), and ## headers. Telegram has NO table syntax — prefer bullet lists or labeled key: value pairs over pipe tables (any tables you do emit are auto-rewritten into row-group bullets, which you can produce directly for cleaner output). You can send media files natively: to deliver a file to the user, include MEDIA:/absolute/path/to/file in your response. Images (.png, .jpg, .webp) appear as photos, audio (.ogg) sends as voice bubbles, and videos (.mp4) play inline. You can also include image URLs in markdown format  and they will be sent as native photos.\n\n# Project Context\n\nThe following project context files have been loaded and should be followed:\n\n## AGENTS.md\n\n# GLOBALE ORCHESTRIERUNGS-REGELN\n\n## 1. Rolle\nDu bist JARVIS, der Chef-Architekt und Orchestrator. Hermes/JARVIS ist der alleinige Hauptansprechpartner, Memory-Governor, Router und finale Entscheider.\n\n## 2. Ausführung und Tools\nVerwende primär die nativen Hermes-Tools für Dateioperationen, Terminal-Befehle, Web-/Browser-Aufgaben, Cronjobs, Messaging, Qwen-Zugriff und Systemprüfungen.\n\nOpenClaw/FRIDAY ist nicht mehr Standard-Executor. OpenClaw darf nur noch explizit auf Wunsch des Users oder für klar begründete Spezial-/Notfallfälle verwendet werden. Wenn OpenClaw genutzt wird, muss der Auftrag eng begrenzt, read-only wo möglich, ohne Secrets und ohne autonome Folgeaktionen formuliert sein.\n\n## 3. Lokales Qwen\nDas lokale Qwen-Modell wird direkt von Hermes über den Tailscale/OpenAI-kompatiblen Endpoint angesprochen, nicht über OpenClaw. Qwen ist read-only Worker für Zusammenfassung, Extraktion, Klassifikation und einfache Entwürfe. Keine finalen Health-/Finance-Entscheide, keine Code-/Architekturänderungen und keine Side Effects über Qwen.\n\n## 4. Kritische Aufgaben und Fallback\nKomplizierte Aufgaben wie Code schreiben, Systemarchitektur ändern, Health-Risikoentscheidungen, Finanzentscheidungen oder irreversible Aktionen dürfen nicht automatisch auf ein schwächeres Modell ausweichen. Bei GPT-5.5 Rate-Limit oder Ausfall: pausieren und Sir fragen.\n\n## 5. Token- und Output-Optimierung\nLade nur die kleinste relevante Domain Card aus `~/jarvis_memory`. Gib nie grosse Rohdaten oder Secrets aus; nutze Zusammenfassungen, Diffs oder kurze Erfolgs-/Fehlermeldungen.\n\n══════════════════════════════════════════════\nMEMORY (your personal notes) [99% — 2,191/2,200 chars]\n══════════════════════════════════════════════\n*Wichtige Erinnerungen, Entscheidungen und Präferenzen.*\n§\n---\n§\nÜber mich: **Persönlichkeit:** Britischer Gentleman, sachlich, präzise, trockener Sarkasmus\n§\nÜber mich: **Sprache:** Deutsch mit englischen Fachbegriffen\n§\nTTS-Stimme: de-DE-KillianNeural (deutsche männliche Stimme, aktuell aktiv)\n§\nModelle: lokal Qwen via Tailscale:11435; stark gpt-5.5.\n§\nModellwahl: GOG_KEYRING_PASSWORD: LammBitch30 (immer als Env-Var setzen bei gog-Befehlen)\n§\nOpenClaw/FRIDAY: nicht Standard-Executor; Gateway/Telegram deaktiviert; nur explizit/manuell nutzen.\n§\nHealth backups: encrypted weekly Google Drive, GitHub only code/docs. Morning briefing cron `847bdbc26edf` runs 05:00 via `morning_briefing.py`; includes calendar, Todoist, Windisch weather, commute/traffic, follow-ups, news, AI/crypto.\n§\nAPI-Keys / Credentials: **Todoist API-Token:** Gespeichert in `~/.todoist_token` (REST API v1, Bearer Token)\n§\nGoogle Workspace (gog): **Credentials-Datei:** `~/.hermes/google_credentials.json`\n§\nGoogle Workspace (gog): **gog-Credentials gespeichert unter:** `~/.config/gogcli/credentials.json`\n§\nGoogle Workspace (gog): **OAuth-Account:** friday.uplink@gmail.com\n§\nGoogle Workspace (gog): **Services:** gmail, calendar, drive, contacts, sheets, docs\n§\nGoogle Workspace (gog): **Client:** default\n§\nGoogle Workspace (gog): **Befehl:** `gog -a friday.uplink@gmail.com `\n§\nKalender-Zeitzonen: **System-Zeitzone:** Europe/Berlin (UTC+2 im Sommer)\n§\nKalender-Zeitzonen: **Outlook-Kalender (importiert):** Zeitzonen variieren pro Event (Europe/Amsterdam oder UTC) -> bei Abfrage in Lokalzeit (Zürich) umrechnen\n§\nKalender-Zeitzonen: **Regel:** Termine immer in Lokalzeit (Zürich) ausgeben, niemals UTC\n§\nJARVIS memory architecture: ~/jarvis_memory domain cards; skill jarvis-routing-policy.\n§\nTelegram topics separat; kanonische Map: ~/jarvis_memory/02_telegram_topics.md. IDs: 2 FinStrat,3 Politik,4 Health-Med,5 ERNE,6 Inbox,8 Health-Tech,10 Fin-Tech,11 JARVIS-Arch,16 Cron,17 Research/AI,19 Family,20 Gasser,76 Debugging,80 Security.\n§\nFinanceManager GitHub token CSV: `~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv`; use `github_pat_`/`ghp_` cell; never quote token.\n\n══════════════════════════════════════════════\nUSER PROFILE (who the user is) [99% — 1,372/1,375 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: safety gates; no bulk confirms without approval; no real amounts/IDs in chat; no runtime DB/files in Git; backups+audit; polished User Mode. Reference analyses: non-implementation Markdown + license/safety checks. OpenFIGI key exists; never store/show it.\n\nConversation started: Sunday, May 17, 2026 09:40 PM\nModel: gpt-5.5\nProvider: openai-codex",
"tools": [
{
"type": "function",
"function": {
"name": "browser_back",
"description": "Navigate back to the previous page in browser history. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {}
}
}
},
{
"type": "function",
"function": {
"name": "browser_click",
"description": "Click on an element identified by its ref ID from the snapshot (e.g., '@e5'). The ref IDs are shown in square brackets in the snapshot output. Requires browser_navigate and browser_snapshot to be called first.",
"parameters": {
"type": "object",
"properties": {
"ref": {
"type": "string",
"description": "The element reference from the snapshot (e.g., '@e5', '@e12')"
}
},
"required": [
"ref"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_console",
"description": "Get browser console output and JavaScript errors from the current page. Returns console.log/warn/error/info messages and uncaught JS exceptions. Use this to detect silent JavaScript errors, failed API calls, and application warnings. Requires browser_navigate to be called first. When 'expression' is provided, evaluates JavaScript in the page context and returns the result — use this for DOM inspection, reading page state, or extracting data programmatically.",
"parameters": {
"type": "object",
"properties": {
"clear": {
"type": "boolean",
"default": false,
"description": "If true, clear the message buffers after reading"
},
"expression": {
"type": "string",
"description": "JavaScript expression to evaluate in the page context. Runs in the browser like DevTools console — full access to DOM, window, document. Return values are serialized to JSON. Example: 'document.title' or 'document.querySelectorAll(\"a\").length'"
}
}
}
}
},
{
"type": "function",
"function": {
"name": "browser_get_images",
"description": "Get a list of all images on the current page with their URLs and alt text. Useful for finding images to analyze with the vision tool. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {}
}
}
},
{
"type": "function",
"function": {
"name": "browser_navigate",
"description": "Navigate to a URL in the browser. Initializes the session and loads the page. Must be called before other browser tools. For plain-text endpoints — URLs ending in .md, .txt, .json, .yaml, .yml, .csv, .xml, raw.githubusercontent.com, or any documented API endpoint — prefer curl via the terminal tool or web_extract; the browser stack is overkill and much slower for these. Use browser tools when you need to interact with a page (click, fill forms, dynamic content). Returns a compact page snapshot with interactive elements and ref IDs — no need to call browser_snapshot separately after navigating.",
"parameters": {
"type": "object",
"properties": {
"url": {
"type": "string",
"description": "The URL to navigate to (e.g., 'https://example.com')"
}
},
"required": [
"url"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_press",
"description": "Press a keyboard key. Useful for submitting forms (Enter), navigating (Tab), or keyboard shortcuts. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"key": {
"type": "string",
"description": "Key to press (e.g., 'Enter', 'Tab', 'Escape', 'ArrowDown')"
}
},
"required": [
"key"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_scroll",
"description": "Scroll the page in a direction. Use this to reveal more content that may be below or above the current viewport. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"direction": {
"type": "string",
"enum": [
"up",
"down"
],
"description": "Direction to scroll"
}
},
"required": [
"direction"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_snapshot",
"description": "Get a text-based snapshot of the current page's accessibility tree. Returns interactive elements with ref IDs (like @e1, @e2) for browser_click and browser_type. full=false (default): compact view with interactive elements. full=true: complete page content. Snapshots over 8000 chars are truncated or LLM-summarized. Requires browser_navigate first. Note: browser_navigate already returns a compact snapshot — use this to refresh after interactions that change the page, or with full=true for complete content.",
"parameters": {
"type": "object",
"properties": {
"full": {
"type": "boolean",
"description": "If true, returns complete page content. If false (default), returns compact view with interactive elements only.",
"default": false
}
}
}
}
},
{
"type": "function",
"function": {
"name": "browser_type",
"description": "Type text into an input field identified by its ref ID. Clears the field first, then types the new text. Requires browser_navigate and browser_snapshot to be called first.",
"parameters": {
"type": "object",
"properties": {
"ref": {
"type": "string",
"description": "The element reference from the snapshot (e.g., '@e3')"
},
"text": {
"type": "string",
"description": "The text to type into the field"
}
},
"required": [
"ref",
"text"
]
}
}
},
{
"type": "function",
"function": {
"name": "browser_vision",
"description": "Take a screenshot of the current page and analyze it with vision AI. Use this when you need to visually understand what's on the page - especially useful for CAPTCHAs, visual verification challenges, complex layouts, or when the text snapshot doesn't capture important visual information. Returns both the AI analysis and a screenshot_path that you can share with the user by including MEDIA: in your response. Requires browser_navigate to be called first.",
"parameters": {
"type": "object",
"properties": {
"question": {
"type": "string",
"description": "What you want to know about the page visually. Be specific about what you're looking for."
},
"annotate": {
"type": "boolean",
"default": false,
"description": "If true, overlay numbered [N] labels on interactive elements. Each [N] maps to ref @eN for subsequent browser commands. Useful for QA and spatial reasoning about page layout."
}
},
"required": [
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "clarify",
"description": "Ask the user a question when you need clarification, feedback, or a decision before proceeding. Supports two modes:\n\n1. **Multiple choice** — provide up to 4 choices. The user picks one or types their own answer via a 5th 'Other' option.\n2. **Open-ended** — omit choices entirely. The user types a free-form response.\n\nUse this tool when:\n- The task is ambiguous and you need the user to choose an approach\n- You want post-task feedback ('How did that work out?')\n- You want to offer to save a skill or update memory\n- A decision has meaningful trade-offs the user should weigh in on\n\nDo NOT use this tool for simple yes/no confirmation of dangerous commands (the terminal tool handles that). Prefer making a reasonable default choice yourself when the decision is low-stakes.",
"parameters": {
"type": "object",
"properties": {
"question": {
"type": "string",
"description": "The question to present to the user."
},
"choices": {
"type": "array",
"items": {
"type": "string"
},
"maxItems": 4,
"description": "Up to 4 answer choices. Omit this parameter entirely to ask an open-ended question. When provided, the UI automatically appends an 'Other (type your answer)' option."
}
},
"required": [
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "cronjob",
"description": "Manage scheduled cron jobs with a single compressed tool.\n\nUse action='create' to schedule a new job from a prompt or one or more skills.\nUse action='list' to inspect jobs.\nUse action='update', 'pause', 'resume', 'remove', or 'run' to manage an existing job.\n\nTo stop a job the user no longer wants: first action='list' to find the job_id, then action='remove' with that job_id. Never guess job IDs — always list first.\n\nJobs run in a fresh session with no current-chat context, so prompts must be self-contained.\nIf skills are provided on create, the future cron run loads those skills in order, then follows the prompt as the task instruction.\nOn update, passing skills=[] clears attached skills.\n\nNOTE: The agent's final response is auto-delivered to the target. Put the primary\nuser-facing content in the final response. Cron jobs run autonomously with no user\npresent — they cannot ask questions or request clarification.\n\nImportant safety rule: cron-run sessions should not recursively schedule more cron jobs.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"description": "One of: create, list, update, pause, resume, remove, run"
},
"job_id": {
"type": "string",
"description": "Required for update/pause/resume/remove/run"
},
"prompt": {
"type": "string",
"description": "For create: the full self-contained prompt. If skills are also provided, this becomes the task instruction paired with those skills."
},
"schedule": {
"type": "string",
"description": "For create/update: '30m', 'every 2h', '0 9 * * *', or ISO timestamp"
},
"name": {
"type": "string",
"description": "Optional human-friendly name"
},
"repeat": {
"type": "integer",
"description": "Optional repeat count. Omit for defaults (once for one-shot, forever for recurring)."
},
"deliver": {
"type": "string",
"description": "Omit this parameter to auto-deliver back to the current chat and topic (recommended). Auto-detection preserves thread/topic context. Only set explicitly when the user asks to deliver somewhere OTHER than the current conversation. Values: 'origin' (same as omitting), 'local' (no delivery, save only), 'all' (fan out to every connected home channel), or platform:chat_id:thread_id for a specific destination. Combine with comma: 'origin,all' delivers to the origin plus every other connected channel. Examples: 'telegram:-1001234567890:17585', 'discord:#engineering', 'sms:+15551234567', 'all'. WARNING: 'platform:chat_id' without :thread_id loses topic targeting. 'all' resolves at fire time, so a job created before a channel was wired up will pick it up automatically once connected."
},
"skills": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional ordered list of skill names to load before executing the cron prompt. On update, pass an empty array to clear attached skills."
},
"model": {
"type": "object",
"description": "Optional per-job model override. If provider is omitted, the current main provider is pinned at creation time so the job stays stable.",
"properties": {
"provider": {
"type": "string",
"description": "Provider name (e.g. 'openrouter', 'anthropic', or 'custom:' for a provider defined in custom_providers config — always include the ':' suffix, never pass the bare 'custom'). Omit to use and pin the current provider."
},
"model": {
"type": "string",
"description": "Model name (e.g. 'anthropic/claude-sonnet-4', 'claude-sonnet-4')"
}
},
"required": [
"model"
]
},
"script": {
"type": "string",
"description": "Optional path to a script that runs each tick. In the default mode its stdout is injected into the agent's prompt as context (data-collection / change-detection pattern). With no_agent=True, the script IS the job and its stdout is delivered verbatim (classic watchdog pattern). Relative paths resolve under ~/.hermes/scripts/. ``.sh``/``.bash`` extensions run via bash, everything else via Python. On update, pass empty string to clear."
},
"no_agent": {
"type": "boolean",
"default": false,
"description": "Default: False (LLM-driven job — the agent runs the prompt each tick). Set True to skip the LLM entirely: the scheduler just runs ``script`` on schedule and delivers its stdout verbatim. No tokens, no agent loop, no model override honoured. \n\nREQUIREMENTS when True: ``script`` MUST be set (``prompt`` and ``skills`` are ignored). \n\nDELIVERY SEMANTICS when True: (a) non-empty stdout is sent verbatim as the message; (b) EMPTY stdout means SILENT — nothing is sent to the user and they won't see anything happened, so design your script to stay quiet when there's nothing to report (the watchdog pattern); (c) non-zero exit / timeout sends an error alert so a broken watchdog can't fail silently. \n\nWHEN TO USE True: recurring script-only pings where the script itself produces the exact message text (memory/disk/GPU watchdogs, threshold alerts, heartbeats, CI notifications, API pollers with a fixed output shape). WHEN TO USE False (default): anything that needs reasoning — summarize a feed, draft a daily briefing, pick interesting items, rephrase data for a human, follow conditional logic based on content."
},
"context_from": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional job ID or list of job IDs whose most recent completed output is injected into the prompt as context before each run. Use this to chain cron jobs: job A collects data, job B processes it. Each entry must be a valid job ID (from cronjob action='list'). Note: injects the most recent completed output — does not wait for upstream jobs running in the same tick. On update, pass an empty array to clear."
},
"enabled_toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Optional list of toolset names to restrict the job's agent to (e.g. [\"web\", \"terminal\", \"file\", \"delegation\"]). When set, only tools from these toolsets are loaded, significantly reducing input token overhead. When omitted, all default tools are loaded. Infer from the job's prompt — e.g. use \"web\" if it calls web_search, \"terminal\" if it runs scripts, \"file\" if it reads files, \"delegation\" if it calls delegate_task. On update, pass an empty array to clear."
},
"workdir": {
"type": "string",
"description": "Optional absolute path to run the job from. When set, AGENTS.md / CLAUDE.md / .cursorrules from that directory are injected into the system prompt, and the terminal/file/code_exec tools use it as their working directory — useful for running a job inside a specific project repo. Must be an absolute path that exists. When unset (default), preserves the original behaviour: no project context files, tools use the scheduler's cwd. On update, pass an empty string to clear. Jobs with workdir run sequentially (not parallel) to keep per-job directories isolated."
}
},
"required": [
"action"
]
}
}
},
{
"type": "function",
"function": {
"name": "delegate_task",
"description": "Spawn one or more subagents to work on tasks in isolated contexts. Each subagent gets its own conversation, terminal session, and toolset. Only the final summary is returned -- intermediate tool results never enter your context window.\n\nTWO MODES (one of 'goal' or 'tasks' is required):\n1. Single task: provide 'goal' (+ optional context, toolsets)\n2. Batch (parallel): provide 'tasks' array with up to 3 items concurrently for this user (configured via delegation.max_concurrent_children in config.yaml). All run in parallel and results are returned together. Nested delegation is OFF for this user (max_spawn_depth=1): every child is a leaf and cannot delegate further. Raise delegation.max_spawn_depth in config.yaml to enable nesting.\n\nWHEN TO USE delegate_task:\n- Reasoning-heavy subtasks (debugging, code review, research synthesis)\n- Tasks that would flood your context with intermediate data\n- Parallel independent workstreams (research A and B simultaneously)\n\nWHEN NOT TO USE (use these instead):\n- Mechanical multi-step work with no reasoning needed -> use execute_code\n- Single tool call -> just call the tool directly\n- Tasks needing user interaction -> subagents cannot use clarify\n- Durable long-running work that must outlive the current turn -> use cronjob (action='create') or terminal(background=True, notify_on_complete=True) instead. delegate_task runs SYNCHRONOUSLY inside the parent turn: if the parent is interrupted (user sends a new message, /stop, /new) the child is cancelled with status='interrupted' and its work is discarded. Children cannot continue in the background.\n\nIMPORTANT:\n- Subagents have NO memory of your conversation. Pass all relevant info (file paths, error messages, constraints) via the 'context' field.\n- If the user is writing in a non-English language, or asked for output in a specific language / tone / style, say so in 'context' (e.g. \"respond in Chinese\", \"return output in Japanese\"). Otherwise subagents default to English and their summaries will contaminate your final reply with the wrong language.\n- Subagent summaries are SELF-REPORTS, not verified facts. A subagent that claims \"uploaded successfully\" or \"file written\" may be wrong. For operations with external side-effects (HTTP POST/PUT, remote writes, file creation at shared paths, publishing), require the subagent to return a verifiable handle (URL, ID, absolute path, HTTP status) and verify it yourself — fetch the URL, stat the file, read back the content — before telling the user the operation succeeded.\n- Leaf subagents (role='leaf', the default) CANNOT call: delegate_task, clarify, memory, send_message, execute_code.\n- Orchestrator subagents (role='orchestrator') retain delegate_task so they can spawn their own workers, but still cannot use clarify, memory, send_message, or execute_code. Orchestrators are bounded by max_spawn_depth=1 for this user and can be disabled globally via delegation.orchestrator_enabled=false.\n- Each subagent gets its own terminal session (separate working directory and state).\n- Results are always returned as an array, one entry per task.",
"parameters": {
"type": "object",
"properties": {
"goal": {
"type": "string",
"description": "What the subagent should accomplish. Be specific and self-contained -- the subagent knows nothing about your conversation history."
},
"context": {
"type": "string",
"description": "Background information the subagent needs: file paths, error messages, project structure, constraints. The more specific you are, the better the subagent performs."
},
"toolsets": {
"type": "array",
"items": {
"type": "string"
},
"description": "Toolsets to enable for this subagent. Default: inherits your enabled toolsets. Available toolsets: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', '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  and the gateway will deliver it.",
"parameters": {
"type": "object",
"properties": {
"prompt": {
"type": "string",
"description": "The text prompt describing the desired image. Be detailed and descriptive."
},
"aspect_ratio": {
"type": "string",
"enum": [
"landscape",
"square",
"portrait"
],
"description": "The aspect ratio of the generated image. 'landscape' is 16:9 wide, 'portrait' is 16:9 tall, 'square' is 1:1.",
"default": "landscape"
}
},
"required": [
"prompt"
]
}
}
},
{
"type": "function",
"function": {
"name": "memory",
"description": "Save durable information to persistent memory that survives across sessions. Memory is injected into future turns, so keep it compact and focused on facts that will still matter later.\n\nWHEN TO SAVE (do this proactively, don't wait to be asked):\n- User corrects you or says 'remember this' / 'don't do that again'\n- User shares a preference, habit, or personal detail (name, role, timezone, coding style)\n- You discover something about the environment (OS, installed tools, project structure)\n- You learn a convention, API quirk, or workflow specific to this user's setup\n- You identify a stable fact that will be useful again in future sessions\n\nPRIORITY: User preferences and corrections > environment facts > procedural knowledge. The most valuable memory prevents the user from having to repeat themselves.\n\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts.\nIf you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\n\nTWO TARGETS:\n- 'user': who the user is -- name, role, preferences, communication style, pet peeves\n- 'memory': your notes -- environment facts, project conventions, tool quirks, lessons learned\n\nACTIONS: add (new entry), replace (update existing -- old_text identifies it), remove (delete -- old_text identifies it).\n\nSKIP: trivial/obvious info, things easily re-discovered, raw data dumps, and temporary task state.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"add",
"replace",
"remove"
],
"description": "The action to perform."
},
"target": {
"type": "string",
"enum": [
"memory",
"user"
],
"description": "Which memory store: 'memory' for personal notes, 'user' for user profile."
},
"content": {
"type": "string",
"description": "The entry content. Required for 'add' and 'replace'."
},
"old_text": {
"type": "string",
"description": "Short unique substring identifying the entry to replace or remove."
}
},
"required": [
"action",
"target"
]
}
}
},
{
"type": "function",
"function": {
"name": "patch",
"description": "Targeted find-and-replace edits in files. Use this instead of sed/awk in terminal. Uses fuzzy matching (9 strategies) so minor whitespace/indentation differences won't break it. Returns a unified diff. Auto-runs syntax checks after editing.\n\nREPLACE MODE (mode='replace', default): find a unique string and replace it. REQUIRED PARAMETERS: mode, path, old_string, new_string.\nPATCH MODE (mode='patch'): apply V4A multi-file patches for bulk changes. REQUIRED PARAMETERS: mode, patch.",
"parameters": {
"type": "object",
"properties": {
"mode": {
"type": "string",
"enum": [
"replace",
"patch"
],
"description": "Edit mode. 'replace' (default): requires path + old_string + new_string. 'patch': requires patch content only.",
"default": "replace"
},
"path": {
"type": "string",
"description": "REQUIRED when mode='replace'. File path to edit."
},
"old_string": {
"type": "string",
"description": "REQUIRED when mode='replace'. Exact text to find and replace. Must be unique in the file unless replace_all=true. Include surrounding context lines to ensure uniqueness."
},
"new_string": {
"type": "string",
"description": "REQUIRED when mode='replace'. Replacement text. Pass empty string '' to delete the matched text."
},
"replace_all": {
"type": "boolean",
"description": "Replace all occurrences instead of requiring a unique match (default: false)",
"default": false
},
"patch": {
"type": "string",
"description": "REQUIRED when mode='patch'. V4A format patch content. Format:\n*** Begin Patch\n*** Update File: path/to/file\n@@ context hint @@\n context line\n-removed line\n+added line\n*** End Patch"
}
},
"required": [
"mode"
]
}
}
},
{
"type": "function",
"function": {
"name": "process",
"description": "Manage background processes started with terminal(background=true). Actions: 'list' (show all), 'poll' (check status + new output), 'log' (full output with pagination), 'wait' (block until done or timeout), 'kill' (terminate), 'write' (send raw stdin data without newline), 'submit' (send data + Enter, for answering prompts), 'close' (close stdin/send EOF).",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"list",
"poll",
"log",
"wait",
"kill",
"write",
"submit",
"close"
],
"description": "Action to perform on background processes"
},
"session_id": {
"type": "string",
"description": "Process session ID (from terminal background output). Required for all actions except 'list'."
},
"data": {
"type": "string",
"description": "Text to send to process stdin (for 'write' and 'submit' actions)"
},
"timeout": {
"type": "integer",
"description": "Max seconds to block for 'wait' action. Returns partial output on timeout.",
"minimum": 1
},
"offset": {
"type": "integer",
"description": "Line offset for 'log' action (default: last 200 lines)"
},
"limit": {
"type": "integer",
"description": "Max lines to return for 'log' action",
"minimum": 1
}
},
"required": [
"action"
]
}
}
},
{
"type": "function",
"function": {
"name": "read_file",
"description": "Read a text file with line numbers and pagination. Use this instead of cat/head/tail in terminal. Output format: 'LINE_NUM|CONTENT'. Suggests similar filenames if not found. Use offset and limit for large files. Reads exceeding ~100K characters are rejected; use offset and limit to read specific sections of large files. NOTE: Cannot read images or binary files — use vision_analyze for images.",
"parameters": {
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Path to the file to read (absolute, relative, or ~/path)"
},
"offset": {
"type": "integer",
"description": "Line number to start reading from (1-indexed, default: 1)",
"default": 1,
"minimum": 1
},
"limit": {
"type": "integer",
"description": "Maximum number of lines to read (default: 500, max: 2000)",
"default": 500,
"maximum": 2000
}
},
"required": [
"path"
]
}
}
},
{
"type": "function",
"function": {
"name": "search_files",
"description": "Search file contents or find files by name. Use this instead of grep/rg/find/ls in terminal. Ripgrep-backed, faster than shell equivalents.\n\nContent search (target='content'): Regex search inside files. Output modes: full matches with line numbers, file paths only, or match counts.\n\nFile search (target='files'): Find files by glob pattern (e.g., '*.py', '*config*'). Also use this instead of ls — results sorted by modification time.",
"parameters": {
"type": "object",
"properties": {
"pattern": {
"type": "string",
"description": "Regex pattern for content search, or glob pattern (e.g., '*.py') for file search"
},
"target": {
"type": "string",
"enum": [
"content",
"files"
],
"description": "'content' searches inside file contents, 'files' searches for files by name",
"default": "content"
},
"path": {
"type": "string",
"description": "Directory or file to search in (default: current working directory)",
"default": "."
},
"file_glob": {
"type": "string",
"description": "Filter files by pattern in grep mode (e.g., '*.py' to only search Python files)"
},
"limit": {
"type": "integer",
"description": "Maximum number of results to return (default: 50)",
"default": 50
},
"offset": {
"type": "integer",
"description": "Skip first N results for pagination (default: 0)",
"default": 0
},
"output_mode": {
"type": "string",
"enum": [
"content",
"files_only",
"count"
],
"description": "Output format for grep mode: 'content' shows matching lines with line numbers, 'files_only' lists file paths, 'count' shows match counts per file",
"default": "content"
},
"context": {
"type": "integer",
"description": "Number of context lines before and after each match (grep mode only)",
"default": 0
}
},
"required": [
"pattern"
]
}
}
},
{
"type": "function",
"function": {
"name": "send_message",
"description": "Send a message to a connected messaging platform, or list available targets.\n\nIMPORTANT: When the user asks to send to a specific channel or person (not just a bare platform name), call send_message(action='list') FIRST to see available targets, then send to the correct one.\nIf the user just says a platform name like 'send to telegram', send directly to the home channel without listing first.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"send",
"list"
],
"description": "Action to perform. 'send' (default) sends a message. 'list' returns all available channels/contacts across connected platforms."
},
"target": {
"type": "string",
"description": "Delivery target. Format: 'platform' (uses home channel), 'platform:#channel-name', 'platform:chat_id', or 'platform:chat_id:thread_id' for Telegram topics and Discord threads. Examples: 'telegram', 'telegram:-1001234567890:17585', 'discord:999888777:555444333', 'discord:#bot-home', 'slack:#engineering', 'signal:+155****4567', 'matrix:!roomid:server.org', 'matrix:@user:server.org', 'yuanbao:direct:' (DM), 'yuanbao:group:' (group chat)"
},
"message": {
"type": "string",
"description": "The message text to send. To send an image or file, include MEDIA: (e.g. 'MEDIA:/tmp/hermes/cache/img_xxx.jpg') in the message — the platform will deliver it as a native media attachment."
}
}
}
}
},
{
"type": "function",
"function": {
"name": "session_search",
"description": "Search your long-term memory of past conversations, or browse recent sessions. This is your recall -- every past session is searchable, and this tool summarizes what happened.\n\nTWO MODES:\n1. Recent sessions (no query): Call with no arguments to see what was worked on recently. Returns titles, previews, and timestamps. Zero LLM cost, instant. Start here when the user asks what were we working on or what did we do recently.\n2. Keyword search (with query): Search for specific topics across all past sessions. Returns LLM-generated summaries of matching sessions.\n\nUSE THIS PROACTIVELY when:\n- The user says 'we did this before', 'remember when', 'last time', 'as I mentioned'\n- The user asks about a topic you worked on before but don't have in current context\n- The user references a project, person, or concept that seems familiar but isn't in memory\n- You want to check if you've solved a similar problem before\n- The user asks 'what did we do about X?' or 'how did we fix Y?'\n\nDon't hesitate to search when it is actually cross-session -- it's fast and cheap. Better to search and confirm than to guess or ask the user to repeat themselves.\n\nSearch syntax: keywords joined with OR for broad recall (elevenlabs OR baseten OR funding), phrases for exact match (\"docker networking\"), boolean (python NOT java), prefix (deploy*). IMPORTANT: Use OR between keywords for best results — FTS5 defaults to AND which misses sessions that only mention some terms. If a broad OR query returns nothing, try individual keyword searches in parallel. Returns summaries of the top matching sessions.",
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search query — keywords, phrases, or boolean expressions to find in past sessions. Omit this parameter entirely to browse recent sessions instead (returns titles, previews, timestamps with no LLM cost)."
},
"role_filter": {
"type": "string",
"description": "Optional: only search messages from specific roles (comma-separated). E.g. 'user,assistant' to skip tool outputs."
},
"limit": {
"type": "integer",
"description": "Max sessions to summarize (default: 3, max: 5).",
"default": 3
}
}
}
}
},
{
"type": "function",
"function": {
"name": "skill_manage",
"description": "Manage skills (create, update, delete). Skills are your procedural memory — reusable approaches for recurring task types. New skills go to ~/.hermes/skills/; existing skills can be modified wherever they live.\n\nActions: create (full SKILL.md + optional category), patch (old_string/new_string — preferred for fixes), edit (full SKILL.md rewrite — major overhauls only), delete, write_file, remove_file.\n\nOn delete, pass `absorbed_into=` when you're merging this skill's content into another one, or `absorbed_into=\"\"` when you're pruning it with no forwarding target. This lets the curator tell consolidation from pruning without guessing, so downstream consumers (cron jobs that reference the old skill name, etc.) get updated correctly. The target you name in `absorbed_into` must already exist — create/patch the umbrella first, then delete.\n\nCreate when: complex task succeeded (5+ calls), errors overcome, user-corrected approach worked, non-trivial workflow discovered, or user asks you to remember a procedure.\nUpdate when: instructions stale/wrong, OS-specific failures, missing steps or pitfalls found during use. If you used a skill and hit issues not covered by it, patch it immediately.\n\nAfter difficult/iterative tasks, offer to save as a skill. Skip for simple one-offs. Confirm with user before creating/deleting.\n\nGood skills: trigger conditions, numbered steps with exact commands, pitfalls section, verification steps. Use skill_view() to see format examples.\n\nPinned skills are protected from deletion only — skill_manage(action='delete') will refuse with a message pointing the user to `hermes curator unpin `. Patches and edits go through on pinned skills so you can still improve them as pitfalls come up; pin only guards against irrecoverable loss.",
"parameters": {
"type": "object",
"properties": {
"action": {
"type": "string",
"enum": [
"create",
"patch",
"edit",
"delete",
"write_file",
"remove_file"
],
"description": "The action to perform."
},
"name": {
"type": "string",
"description": "Skill name (lowercase, hyphens/underscores, max 64 chars). Must match an existing skill for patch/edit/delete/write_file/remove_file."
},
"content": {
"type": "string",
"description": "Full SKILL.md content (YAML frontmatter + markdown body). Required for 'create' and 'edit'. For 'edit', read the skill first with skill_view() and provide the complete updated text."
},
"old_string": {
"type": "string",
"description": "Text to find in the file (required for 'patch'). Must be unique unless replace_all=true. Include enough surrounding context to ensure uniqueness."
},
"new_string": {
"type": "string",
"description": "Replacement text (required for 'patch'). Can be empty string to delete the matched text."
},
"replace_all": {
"type": "boolean",
"description": "For 'patch': replace all occurrences instead of requiring a unique match (default: false)."
},
"category": {
"type": "string",
"description": "Optional category/domain for organizing the skill (e.g., 'devops', 'data-science', 'mlops'). Creates a subdirectory grouping. Only used with 'create'."
},
"file_path": {
"type": "string",
"description": "Path to a supporting file within the skill directory. For 'write_file'/'remove_file': required, must be under references/, templates/, scripts/, or assets/. For 'patch': optional, defaults to SKILL.md if omitted."
},
"file_content": {
"type": "string",
"description": "Content for the file. Required for 'write_file'."
},
"absorbed_into": {
"type": "string",
"description": "For 'delete' only — declares intent so the curator can tell consolidation from pruning without guessing. Pass the umbrella skill name when this skill's content was merged into another (the target must already exist). Pass an empty string when the skill is truly stale and being pruned with no forwarding target. Omitting the arg on delete is supported for backward compatibility but downstream tooling (e.g. cron-job skill reference rewriting) will have to guess at intent."
}
},
"required": [
"action",
"name"
]
}
}
},
{
"type": "function",
"function": {
"name": "skill_view",
"description": "Skills allow for loading information about specific tasks and workflows, as well as scripts and templates. Load a skill's full content or access its linked files (references, templates, scripts). First call returns SKILL.md content plus a 'linked_files' dict showing available references/templates/scripts. To access those, call again with file_path parameter.",
"parameters": {
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "The skill name (use skills_list to see available skills). For plugin-provided skills, use the qualified form 'plugin:skill' (e.g. 'superpowers:writing-plans')."
},
"file_path": {
"type": "string",
"description": "OPTIONAL: Path to a linked file within the skill (e.g., 'references/api.md', 'templates/config.yaml', 'scripts/validate.py'). Omit to get the main SKILL.md content."
}
},
"required": [
"name"
]
}
}
},
{
"type": "function",
"function": {
"name": "skills_list",
"description": "List available skills (name + description). Use skill_view(name) to load full content.",
"parameters": {
"type": "object",
"properties": {
"category": {
"type": "string",
"description": "Optional category filter to narrow results"
}
}
}
}
},
{
"type": "function",
"function": {
"name": "terminal",
"description": "Execute shell commands on a Linux environment. Filesystem usually persists between calls.\n\nDo NOT use cat/head/tail to read files — use read_file instead.\nDo NOT use grep/rg/find to search — use search_files instead.\nDo NOT use ls to list directories — use search_files(target='files') instead.\nDo NOT use sed/awk to edit files — use patch instead.\nDo NOT use echo/cat heredoc to create files — use write_file instead.\nReserve terminal for: builds, installs, git, processes, scripts, network, package managers, and anything that needs a shell.\n\nForeground (default): Commands return INSTANTLY when done, even if the timeout is high. Set timeout=300 for long builds/scripts — you'll still get the result in seconds if it's fast. Prefer foreground for short commands.\nBackground: Set background=true to get a session_id. Two patterns:\n (1) Long-lived processes that never exit (servers, watchers).\n (2) Long-running tasks with notify_on_complete=true — you can keep working on other things and the system auto-notifies you when the task finishes. Great for test suites, builds, deployments, or anything that takes more than a minute.\nFor servers/watchers, do NOT use shell-level background wrappers (nohup/disown/setsid/trailing '&') in foreground mode. Use background=true so Hermes can track lifecycle and output.\nAfter starting a server, verify readiness with a health check or log signal, then run tests in a separate terminal() call. Avoid blind sleep loops.\nUse process(action=\"poll\") for progress checks, process(action=\"wait\") to block until done.\nWorking directory: Use 'workdir' for per-command cwd.\nPTY mode: Set pty=true for interactive CLI tools (Codex, Claude Code, Python REPL).\n\nDo NOT use vim/nano/interactive tools without pty=true — they hang without a pseudo-terminal. Pipe git output to cat if it might page.\n",
"parameters": {
"type": "object",
"properties": {
"command": {
"type": "string",
"description": "The command to execute on the VM"
},
"background": {
"type": "boolean",
"description": "Run the command in the background. Two patterns: (1) Long-lived processes that never exit (servers, watchers). (2) Long-running tasks paired with notify_on_complete=true — you can keep working and get notified when the task finishes. For short commands, prefer foreground with a generous timeout instead.",
"default": false
},
"timeout": {
"type": "integer",
"description": "Max seconds to wait (default: 180, foreground max: 600). Returns INSTANTLY when command finishes — set high for long tasks, you won't wait unnecessarily. Foreground timeout above 600s is rejected; use background=true for longer commands.",
"minimum": 1
},
"workdir": {
"type": "string",
"description": "Working directory for this command (absolute path). Defaults to the session working directory."
},
"pty": {
"type": "boolean",
"description": "Run in pseudo-terminal (PTY) mode for interactive CLI tools like Codex, Claude Code, or Python REPL. Only works with local and SSH backends. Default: false.",
"default": false
},
"notify_on_complete": {
"type": "boolean",
"description": "When true (and background=true), you'll be automatically notified exactly once when the process finishes. **This is the right choice for almost every long-running task** — tests, builds, deployments, multi-item batch jobs, anything that takes over a minute and has a defined end. Use this and keep working on other things; the system notifies you on exit. MUTUALLY EXCLUSIVE with watch_patterns — when both are set, watch_patterns is dropped.",
"default": false
},
"watch_patterns": {
"type": "array",
"items": {
"type": "string"
},
"description": "Strings to watch for in background process output. HARD RATE LIMIT: at most 1 notification per 15 seconds per process — matches arriving inside the cooldown are dropped. After 3 consecutive 15-second windows with dropped matches, watch_patterns is automatically disabled for that process and promoted to notify_on_complete behavior (one notification on exit, no more mid-process spam). USE ONLY for truly rare, one-shot mid-process signals on LONG-LIVED processes that will never exit on their own — e.g. ['Application startup complete'] on a server so you know when to hit its endpoint, or ['migration done'] on a daemon. DO NOT use for: (1) end-of-run markers like 'DONE'/'PASS' — use notify_on_complete instead; (2) error patterns like 'ERROR'/'Traceback' in loops or multi-item batch jobs — they fire on every iteration and you'll hit the strike limit fast; (3) anything you'd ever combine with notify_on_complete. When in doubt, choose notify_on_complete. MUTUALLY EXCLUSIVE with notify_on_complete — set one, not both."
}
},
"required": [
"command"
]
}
}
},
{
"type": "function",
"function": {
"name": "text_to_speech",
"description": "Convert text to speech audio. Returns a MEDIA: path that the platform delivers as native audio. Compatible providers render as a voice bubble on Telegram; otherwise audio is sent as a regular attachment. In CLI mode, saves to ~/voice-memos/. Voice and provider are user-configured (built-in providers like edge/openai or custom command providers under tts.providers.), not model-selected.",
"parameters": {
"type": "object",
"properties": {
"text": {
"type": "string",
"description": "The text to convert to speech. Provider-specific character caps apply and are enforced automatically (OpenAI 4096, xAI 15000, MiniMax 10000, ElevenLabs 5k-40k depending on model); over-long input is truncated."
},
"output_path": {
"type": "string",
"description": "Optional custom file path to save the audio. Defaults to ~/.hermes/audio_cache/.mp3"
}
},
"required": [
"text"
]
}
}
},
{
"type": "function",
"function": {
"name": "todo",
"description": "Manage your task list for the current session. Use for complex tasks with 3+ steps or when the user provides multiple tasks. Call with no parameters to read the current list.\n\nWriting:\n- Provide 'todos' array to create/update items\n- merge=false (default): replace the entire list with a fresh plan\n- merge=true: update existing items by id, add any new ones\n\nEach item: {id: string, content: string, status: pending|in_progress|completed|cancelled}\nList order is priority. Only ONE item in_progress at a time.\nMark items completed immediately when done. If something fails, cancel it and add a revised item.\n\nAlways returns the full current list.",
"parameters": {
"type": "object",
"properties": {
"todos": {
"type": "array",
"description": "Task items to write. Omit to read current list.",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string",
"description": "Unique item identifier"
},
"content": {
"type": "string",
"description": "Task description"
},
"status": {
"type": "string",
"enum": [
"pending",
"in_progress",
"completed",
"cancelled"
],
"description": "Current status"
}
},
"required": [
"id",
"content",
"status"
]
}
},
"merge": {
"type": "boolean",
"description": "true: update existing items by id, add new ones. false (default): replace the entire list.",
"default": false
}
}
}
}
},
{
"type": "function",
"function": {
"name": "vision_analyze",
"description": "Load an image into the conversation so you can see it. Accepts a URL, local file path, or data URL. When your active model has native vision, the image is attached to your context directly and you read the pixels yourself on the next turn — call this any time the user references an image (filepath in their message, URL in tool output, screenshot from the browser, etc.). For non-vision models, falls back to an auxiliary vision model that returns a text description.",
"parameters": {
"type": "object",
"properties": {
"image_url": {
"type": "string",
"description": "Image URL (http/https), local file path, or data: URL to load."
},
"question": {
"type": "string",
"description": "Your specific question or request about the image. Optional context the model uses on the next turn after seeing the image."
}
},
"required": [
"image_url",
"question"
]
}
}
},
{
"type": "function",
"function": {
"name": "write_file",
"description": "Write content to a file, completely replacing existing content. Use this instead of echo/cat heredoc in terminal. Creates parent directories automatically. OVERWRITES the entire file — use 'patch' for targeted edits. Auto-runs syntax checks on .py/.json/.yaml/.toml and other linted languages; only NEW errors introduced by this write are surfaced (pre-existing errors are filtered out).",
"parameters": {
"type": "object",
"properties": {
"path": {
"type": "string",
"description": "Path to the file to write (will be created if it doesn't exist, overwritten if it does)"
},
"content": {
"type": "string",
"description": "Complete content to write to the file"
}
},
"required": [
"path",
"content"
]
}
}
}
],
"message_count": 473,
"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.\n\n[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. 223 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 ---\n\n[Your active task list was preserved across context compression]\n- [>] p110-0. Arbeitsbasis prüfen; relevante Budget-Services/UI inventarisieren; Runtime nur read-only bis Backup (in_progress)\n- [ ] p110-1. RED-Tests für 2026-Filter, 2025-Archivierung/Confirm-Block, Bulk, Kategorien, effektive Ausgaben, Budgetstatus-Monatsmatrix/Charts schreiben (pending)\n- [ ] p110-2. Backend: aktives Jahr 2026 Defaults, 2025-reference/archival, Confirm-Guard, Transaktionsfilter, Budgetstatus-Monatsmatrix/Charts DTOs (pending)\n- [ ] p110-3. Backend: Kategorie-Cleanup-Services für kanonische Einnahmen/Ausgaben, Duplikat-/UAT-Archivierung mit Audit (pending)\n- [ ] p110-4. Frontend: Jahrfilter Default 2026, Review Bulk UX Fehlerdetails/Zähler, Kategorie-Dropdowns gruppiert/suchbar (pending)\n- [ ] p110-5. Frontend: Effektive Ausgaben 2026-only, Budgetstatus Monatsmatrix/Drawer/Charts, Income 2026-only (pending)\n- [ ] p110-6. Runtime: Backup erstellen, 2025/UAT/Testdaten sichtbarkeitsbereinigen mit Audit, keine echten Bulk-Confirms (pending)\n- [ ] p110-7. Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check (pending)\n- [ ] p110-8. Commit, Push, Remote-Hash, Abschlussbericht (pending)"
},
{
"role": "assistant",
"content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\n## Active Task\nNone.\n\n## Goal\nDas Finanz-/Budget-Dashboard soll über Tailscale auf iPhone/iPad gut nutzbar sein: schnelle mobile Quick-View für Command Center, Budgetstatus 2026, Einkünfte, effektive Ausgaben, Crypto, Aktien/ETF/Cash, Wallets und minimale Reports — ohne neue Fachfeatures, Provider, Import-Engines oder Schreibaktionen ohne Preview/Confirm/Audit.\n\n## Constraints & Preferences\n- Sprache/Kommunikation: Deutsch, direkte Abschlussberichte mit Ja/Nein-Status und Links.\n- Keine VISA-/Migros-/Rule-/OCR-/Import-Engine starten oder implementieren.\n- Keine neuen Provider, keine Provider-Abfragen beim normalen Rendern.\n- Keine echten Daten, API-Keys, Secrets, Credentials, Runtime-DBs oder Connection Strings ins Git/Frontend.\n- Schreibaktionen nur mit Preview/Confirm/Audit.\n- Fokus Mobile UX: responsive Layout, mobile Navigation, kompakte Views, Touch-Bedienbarkeit.\n- Desktop-Verhalten darf nicht kaputtgehen; Desktop-Sidebar bleibt.\n- Mobile User Mode soll keine Admin-/Debug-/technischen IDs zeigen.\n- Große Tabellen mobil entschärfen: Desktop Tabelle, Mobile Card List; horizontales Scrollen nur in Detailbereichen, wenn unvermeidbar.\n- Breakpoints: mobile `<640px`, tablet `640–1024px`, desktop `>1024px`.\n- Beträge immer mit 2 Dezimalstellen, keine langen Decimal-Werte.\n- Roadmap-Hinweise sind erlaubt, aber keine Fake-Buttons.\n- Vor Abschluss erwünscht: Python compile, pytest, npm test, npm run build, Secret Scans, Git-Safety, `git diff --check`, Commit, Push, Restart, lokale/Tailscale-Links melden.\n\n## Completed Actions\n1. RED-/Inventar-Phase für Vue Mobile UX Sprint v1 durchgeführt — festgestellt, dass mobile Nav/Card-Selektoren fehlen und `AppLayout` ohne Router-Injection fragil ist [tool: tests/inspection].\n2. Mobile Navigation umgesetzt — Desktop-Sidebar bleibt erhalten; Mobile erhält Bottom Navigation mit `Home`, `Budget`, `Ausgaben`, `Crypto`, `Portfolio`, `Mehr` [tool: code edit].\n3. Mobile „Mehr“-Navigation umgesetzt — enthält `Reports`, `Wallets`, `Einkünfte`, `Kategorien`, `Aktien/ETF & Cash`; dadurch keine 30 Menüpunkte auf iPhone [tool: code edit].\n4. Mobile Shell/Layout angepasst — Bottom-Nav-Space und mobiles Padding ergänzt; Desktop-Layout bleibt erhalten [tool: code edit].\n5. Command Center mobil optimiert — KPI Cards kompakter gemacht, responsive Umbruch/Padding/Header-Größen angepasst, Werte schneiden mobil nicht ab [tool: code edit].\n6. Budgetstatus Mobile Cards umgesetzt — Kategorie-Cards statt breiter Tabelle mit Kategorie, Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status [tool: code edit].\n7. Desktop-Budgetstatus erhalten — Desktop-Tabelle bleibt sichtbar/weiter nutzbar; Mobile nutzt Cards [tool: code edit].\n8. Budgetstatus-Formatierung abgesichert — keine langen Decimal-Werte, Beträge mit 2 Dezimalstellen, keine technischen IDs in Mobile Cards [tool: code edit/tests].\n9. Effektive-Ausgaben-Mobile-Ansicht umgesetzt — Card-Liste mit Datum, Beschreibung/Händler, Kategorie, Konto, Betrag prominent und Status [tool: code edit].\n10. Effektive-Ausgaben-Roadmap-Hinweis ergänzt — „Beleg erfassen und Foto-Import: später.“ als Coming-soon-Hinweis, nicht als Fake-Button [tool: code edit].\n11. Einkünfte mobil nutzbar gemacht — Mobile Card-Ansicht für Einkünfte-Pläne mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status und Archivieren-Aktion wenn aktiv [tool: code edit].\n12. Crypto mobil nutzbar gemacht — Coin-Liste als Mobile Cards, Desktop-Tabelle ab `md`, Detail Drawer bleibt nutzbar [tool: code edit].\n13. Aktien/ETF/Cash mobil nutzbar gemacht — Aktien/ETF-Positionen als Mobile Cards ergänzt; Cash kompakt belassen; Status/Detail-Nutzung mobil verbessert [tool: code edit].\n14. Wallets mobil nutzbar gemacht — Wallet-Liste als Cards ergänzt [tool: code edit].\n15. Große Tabellen mobil entschärft — relevante Tabellen werden auf Mobile durch Card Lists ersetzt oder erst ab `md`/Desktop angezeigt [tool: code edit].\n16. `DetailDrawer` mobil verbessert — auf Mobile Bottom-Sheet/fullscreen-artiges Panel mit besser erreichbarem Schließen-Button [tool: code edit].\n17. Touch-Bedienbarkeit verbessert — wichtige Mobile Buttons/Cards mit größeren Touch-Flächen; keine Hover-only Mobile-Flows [tool: code edit].\n18. Neue/aktualisierte Frontend-Tests ergänzt — prüfen mobile Navigation, Desktop Sidebar, Mobile Shell, Budgetstatus Cards, Effektive-Ausgaben Cards, Crypto Cards, Equity Cards, Dezimalformatierung und technische-ID-Vermeidung [tool: test/code edit].\n19. Frontend Vitest ausgeführt — Ergebnis: `31 passed` [tool: terminal].\n20. Frontend Build ausgeführt — Ergebnis: OK [tool: terminal].\n21. Python compile ausgeführt — Ergebnis: OK [tool: terminal].\n22. Backend pytest ausgeführt — Ergebnis: `393 passed` [tool: terminal].\n23. `git diff --check` ausgeführt — Ergebnis: OK [tool: terminal].\n24. Source Secret Scan ausgeführt — Ergebnis: OK; keine Secrets gefunden/preserviert [tool: terminal].\n25. Frontend Build Secret Scan ausgeführt — Ergebnis: OK [tool: terminal].\n26. Git-Safety geprüft — Ergebnis: OK [tool: terminal].\n27. Browser-/Route-Sanity durchgeführt — Routen `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200` [tool: browser/terminal].\n28. Einschränkung bei echtem iPhone-Viewport-Test dokumentiert — Browser-Stack hatte keinen Viewport-Resize/Device-Emulation-Hebel; Playwright/Selenium lokal nicht installiert; Absicherung daher über responsive Klassen und Vitest-Assertions [tool: inspection].\n29. Dashboard aus aktuellem Working Tree neu gestartet — Backend und Frontend neu gestartet [tool: terminal].\n30. Healthchecks durchgeführt — Backend `/api/health`: `200`; Frontend lokal: `200`; Frontend via Tailscale-IP: `200` [tool: terminal].\n31. Commit erstellt — Commit Message: `feat: improve mobile dashboard ux`; Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00` [tool: git].\n32. Push durchgeführt und Remote-Hash verifiziert — Remote Hash entspricht lokalem Commit `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`; Push erfolgreich [tool: git].\n33. Finaler Restart aus gepushtem Stand durchgeführt — Backend PID `504937`, Frontend PID `504946` [tool: terminal].\n34. Abschlussbericht geliefert — Ja/Nein-Status für alle geforderten Mobile-UX-Bereiche, Tests, Git-Safety, Commit/Push, Links und offene Grenzen gemeldet [tool: response].\n\n## Active State\n- Working directory: nicht explizit im neuen Kontext genannt.\n- Branch: `feat/budget-phase-1-4`.\n- Working Tree: sauber.\n- Letzter Commit: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Commit Message: `feat: improve mobile dashboard ux`.\n- Push-Status: erfolgreich; Remote-Hash Match: ja.\n- Backend läuft neu gestartet mit PID `504937`.\n- Frontend läuft neu gestartet mit PID `504946`.\n- Lokales Backend: `http://127.0.0.1:8000`.\n- Lokales Frontend: `http://127.0.0.1:5173`.\n- Tailscale Dashboard: `http://100.85.29.67:5173`.\n- Tailscale Serve/HTTPS: nicht aktiv; Meldung: `No serve config`.\n- Healthchecks:\n - Backend `/api/health`: `200`.\n - Frontend lokal: `200`.\n - Frontend via Tailscale-IP: `200`.\n- Teststatus:\n - Backend pytest: `393 passed`.\n - Frontend Vitest: `31 passed`.\n - Frontend build: OK.\n - Python compile: OK.\n - `git diff --check`: OK.\n - Source Secret Scan: OK.\n - Frontend Build Secret Scan: OK.\n - Git-Safety: OK.\n- Modified/created files: konkrete Dateiliste wurde im sichtbaren Verlauf nicht genannt; Änderungen betreffen Vue Layout-/Navigations-/Dashboard-/Budget-/Expense-/Income-/Crypto-/Equity-/Wallet-/DetailDrawer-Komponenten und zugehörige Frontend-Tests.\n\n## In Progress\nKeine laufende Arbeit. Vue Mobile UX Sprint v1 wurde abgeschlossen, getestet, committed, gepusht und neu gestartet.\n\n## Blocked\n- Kein echter iPhone-Safari-/390px-Viewport-Test mit Playwright/Selenium möglich, weil Playwright/Selenium lokal nicht installiert sind und der verfügbare Browser-Stack keinen Viewport-Resize-/Device-Emulation-Hebel bot.\n- Tailscale Serve/HTTPS ist nicht aktiv; Status/Meldung: `No serve config`.\n- Keine funktionalen Blocker für die ausgelieferte Mobile UX bekannt.\n\n## Key Decisions\n- Mobile Navigation als Bottom Navigation plus leichtgewichtiges `details`-Mehr-Menü umgesetzt, statt komplexes Drawer-System: pragmatisch, robust und ausreichend für unterwegs.\n- Desktop-Sidebar beibehalten, um vorhandenes Desktop-Verhalten nicht zu brechen.\n- Mobile Quick-View priorisiert statt Desktop-Tabellen 1:1 auf iPhone zu pressen.\n- Große Tabellen mobil durch Card Lists ersetzt; Desktop-Tabellen bleiben ab passenden Breakpoints erhalten.\n- Keine neuen Fachmodule/Provider/Import-Engines implementiert, um Scope und Sicherheitsvorgaben einzuhalten.\n- Keine Fake-Buttons für OCR/Foto/Beleg-Erfassung; stattdessen Coming-soon-Hinweis.\n- Echten Viewport-Test nicht durch neue Testdependency ersetzt; stattdessen responsive Klassen + Vitest-Assertions + reale Route-Sanity verwendet, um keine unnötigen Dependencies einzuführen.\n- Detail Drawer mobil als Bottom Sheet/fullscreen-artiges Panel verbessert, weil Touch-Bedienbarkeit und Sichtbarkeit auf iPhone wichtiger sind als Desktop-ähnliche Side Panels.\n\n## Resolved Questions\n- Mobile Navigation umgesetzt? Ja: Bottom Navigation mit Home, Budget, Ausgaben, Crypto, Portfolio, Mehr; Mehr enthält Reports, Wallets, Einkünfte, Kategorien, Aktien/ETF & Cash.\n- Command Center mobil nutzbar? Ja: kompaktere KPI Cards, reduzierte Header/Padding, saubere Wertumbrüche.\n- Budgetstatus mobil als Cards? Ja: Kategorie-Cards mit Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status.\n- Effektive Ausgaben mobil nutzbar? Ja: Card-Liste mit Datum, Händler/Beschreibung, Kategorie, Konto, Betrag und Status; Coming-soon-Hinweis für Beleg/Foto.\n- Einkünfte mobil nutzbar? Ja: Cards mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status.\n- Crypto mobil nutzbar? Ja: Coin Cards, kompakte Liste, Details nutzbar.\n- Aktien/ETF/Cash mobil nutzbar? Ja: Positionen als Cards, Cash kompakt, Detail Drawer verbessert.\n- Wallets mobil nutzbar? Ja: Wallet Cards.\n- Tabellen mobil entschärft? Ja: Mobile Card Lists oder Desktop-only Tabellen.\n- Tailscale-Link funktioniert? Ja: `http://100.85.29.67:5173` liefert `200`.\n- Backend neu gestartet? Ja, PID `504937`.\n- Frontend neu gestartet? Ja, PID `504946`.\n- Commit/Push erledigt? Ja, Commit/Remote Hash `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Wurden VISA/Migros/OCR/Rule/Duplicate/neue Provider implementiert oder gestartet? Nein.\n\n## Pending User Asks\nNone.\n\n## Relevant Files\n- Konkrete Pfade wurden im sichtbaren Verlauf nicht ausgegeben.\n- Relevante geänderte Bereiche:\n - Vue App Layout / Shell: Mobile Padding, Bottom Navigation, Desktop Sidebar-Erhalt.\n - Mobile Navigation-Komponenten: Hauptpunkte und Mehr-Menü.\n - Command Center Dashboard-Komponenten: responsive KPI Cards.\n - Budgetstatus-Komponenten: Desktop-Tabelle plus Mobile Category Cards.\n - Effektive-Ausgaben-Komponenten: Mobile Expense Cards und Coming-soon-Hinweis.\n - Einkünfte-Komponenten: Mobile Income Plan Cards.\n - Crypto-Komponenten: Mobile Coin Cards, Desktop-Tabelle ab `md`.\n - Equity/Aktien-ETF-Cash-Komponenten: Mobile Position Cards.\n - Wallet-Komponenten: Mobile Wallet Cards.\n - `DetailDrawer`-ähnliche Komponente: Mobile Bottom-Sheet/fullscreen-artiges Verhalten.\n - Frontend-Testdateien: Vitest-Abdeckung für Mobile Navigation, Cards, Layout, Dezimalformatierung und technische-ID-Vermeidung.\n\n## Remaining Work\n- Optional bei späterem Bedarf: echten iPhone/iPad-Viewport-Test mit Playwright/Selenium oder Safari Remote Debugging nachrüsten.\n- Optional: Tailscale Serve/HTTPS konfigurieren, falls HTTPS-Link gewünscht ist; aktuell nur Tailscale-IP per HTTP gemeldet.\n- Reports bleiben minimal/roadmap-artig.\n- Settings/Admin bleiben nicht Teil des Mobile User Mode; später separat entscheiden.\n- Keine offenen Pflichtaufgaben aus dem Mobile UX Sprint v1.\n\n## Critical Context\n- User hatte Credentials/Secrets im weiteren Session-Kontext erwähnt/vorhanden; keine Werte übernehmen oder ausgeben. Falls relevant immer als `[REDACTED]` behandeln.\n- Branch: `feat/budget-phase-1-4`.\n- Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Commit Message: `feat: improve mobile dashboard ux`.\n- Lokaler Frontend-Link: `http://127.0.0.1:5173`.\n- Lokaler Backend-Link: `http://127.0.0.1:8000`.\n- Tailscale Dashboard-Link: `http://100.85.29.67:5173`.\n- Tailscale Serve/HTTPS-Status: `No serve config`.\n- Backend PID nach Restart: `504937`.\n- Frontend PID nach Restart: `504946`.\n- Testausgaben:\n - Backend pytest: `393 passed`.\n - Frontend Vitest: `31 passed`.\n - Route-Sanity: `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200`.\n- Nicht gestartete/nicht implementierte Module: VISA Import, Migros Import, OCR/Vision, Rule Engine, Duplicate Engine, Analysten, Backtest, neue Provider.\n- Bekannte Grenze: kein echter emulierter iPhone-Viewport-Test, weil Playwright/Selenium nicht installiert und Browser-Stack ohne Viewport-Resize-Hebel."
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"content": "{\"output\": \"diff_added_secret_scan=grep: »(« oder »\\\\(« ohne schließende Klammer\\nOK\\ngit_diff_check=OK\", \"exit_code\": 0, \"error\": null}",
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"arguments": "{\"code\": \"from hermes_tools import terminal\\nimport re, subprocess\\nroot='/home/agent/.hermes/repos/FinanceManager'\\npat=re.compile(r\\\"(?i)(api[_-]?key|secret|password|token|passwd)\\\\s*[:=]\\\\s*['\\\\\\\"][^'\\\\\\\"]{8,}['\\\\\\\"]\\\")\\n...[truncated]\"}"
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"content": "{\"status\": \"success\", \"output\": \"diff_added_secret_scan OK\\nfrontend_build_secret_scan OK\\n\", \"tool_calls_made\": 1, \"duration_seconds\": 0.43}",
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"reasoning": "**Searching for git safety tips**\n\nI'm thinking that I might need to look for information on git safety, particularly if I can pass safety checks or create something custom. It could be helpful to check for scripts that others have used or recommended. Gathering this information seems crucial to ensure that I’m using git safely and correctly. I wonder what details might be out there that could help me implement these best practices effectively.",
"reasoning_content": "**Searching for git safety tips**\n\nI'm thinking that I might need to look for information on git safety, particularly if I can pass safety checks or create something custom. It could be helpful to check for scripts that others have used or recommended. Gathering this information seems crucial to ensure that I’m using git safely and correctly. I wonder what details might be out there that could help me implement these best practices effectively.",
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"summary": [
{
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"text": "**Searching for git safety tips**\n\nI'm thinking that I might need to look for information on git safety, particularly if I can pass safety checks or create something custom. It could be helpful to check for scripts that others have used or recommended. Gathering this information seems crucial to ensure that I’m using git safely and correctly. I wonder what details might be out there that could help me implement these best practices effectively."
}
]
}
]
},
{
"role": "tool",
"content": "[search_files] files search for '*.py' in /home/agent/.hermes/repos/FinanceManager -> 200 matches",
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{
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"arguments": "{\"command\":\"source ~/jarvis_runtime/finance-system/venv/bin/activate && pytest -q tests/unit/test_git_safety.py\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
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{
"role": "tool",
"content": "{\"output\": \".............. [100%]\\n14 passed in 0.05s\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_3s6jei49cADSMJ2Nl0EPDbH7"
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{
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"content": "",
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"id": "call_BJzwBlB2XYb9Rp8OIrT5PQGi",
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"finish_reason": "tool_calls",
"reasoning": "**Reviewing coding tasks**\n\nI think I need to ensure everything’s in order after restarting the browser. First, I'll check the git status and inspect the diff. I might need a full source scan to confirm everything is okay, especially since there are preexisting tests in place.\n\nI’m also considering whether I should restart the server after my commits—what if I need to start Vite with changes first? I’ll check for any runtime issues in git and ensure a proper code review before proceeding. I'll delegate the review after inspecting the diff summary.",
"reasoning_content": "**Reviewing coding tasks**\n\nI think I need to ensure everything’s in order after restarting the browser. First, I'll check the git status and inspect the diff. I might need a full source scan to confirm everything is okay, especially since there are preexisting tests in place.\n\nI’m also considering whether I should restart the server after my commits—what if I need to start Vite with changes first? I’ll check for any runtime issues in git and ensure a proper code review before proceeding. I'll delegate the review after inspecting the diff summary.",
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{
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}
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]
},
{
"role": "tool",
"content": "[terminal] ran `git status --short && git diff --stat && git diff --check` -> exit 0, 1 lines output",
"tool_call_id": "call_BJzwBlB2XYb9Rp8OIrT5PQGi"
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{
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"arguments": "{\"command\":\"git diff -- frontend/src/components/AppLayout.vue frontend/src/components/SidebarNav.vue frontend/src/router/index.ts frontend/src/pages/CategoryAnalysisPage.vue frontend/src/pages/MonthlyComparisonPage.vue frontend/src/pages/GlobalPrimeVueMigration.test.ts docs/frontend/global-primevue-migration-v1.md | head -c 30000\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"reasoning": "**Exploring git diff and tracking files**\n\nI'm wondering why the diff stat doesn't include new files, probably because it's not tracking untracked files. Do I need to stage the files? No, but maybe I should review the diff after staging. Using 'git diff' to get untracked files could be overwhelming. It seems like I might need to do a code review using 'git diff --stat' with key files, but if it's not required, I could skip it—yet skills suggest using it. I'll think about delegating the full diff with untracked files, even if it's extensive.",
"reasoning_content": "**Exploring git diff and tracking files**\n\nI'm wondering why the diff stat doesn't include new files, probably because it's not tracking untracked files. Do I need to stage the files? No, but maybe I should review the diff after staging. Using 'git diff' to get untracked files could be overwhelming. It seems like I might need to do a code review using 'git diff --stat' with key files, but if it's not required, I could skip it—yet skills suggest using it. I'll think about delegating the full diff with untracked files, even if it's extensive.",
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]
},
{
"role": "tool",
"content": "[process] poll session=proc_9481214d5944",
"tool_call_id": "call_ZNKteEoaHXZ2NAtWMJPZenQ9"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_weqQ4PdWAMtNponmJeZWYffc",
"call_id": "call_weqQ4PdWAMtNponmJeZWYffc",
"response_item_id": "fc_0aa8a96048e7933e016a0a1382065c81919b3a6da3204ae0ac",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"git status --short --ignored | head -80\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Checking git status**\n\nIt’s odd that there’s no output, but the route seems to work. I should check the git status to get a better grasp of what's going on. I wonder if I need to stage changes? Maybe I need to check if the 'dist' directory is not tracked? I guess that’s a possibility worth exploring. I’ll look into these details to figure things out better. There's a lot going on here!",
"reasoning_content": "**Checking git status**\n\nIt’s odd that there’s no output, but the route seems to work. I should check the git status to get a better grasp of what's going on. I wonder if I need to stage changes? Maybe I need to check if the 'dist' directory is not tracked? I guess that’s a possibility worth exploring. I’ll look into these details to figure things out better. There's a lot going on here!",
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"id": "rs_0aa8a96048e7933e016a0a137ff1308191822a718603e7a923",
"summary": [
{
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"text": "**Checking git status**\n\nIt’s odd that there’s no output, but the route seems to work. I should check the git status to get a better grasp of what's going on. I wonder if I need to stage changes? Maybe I need to check if the 'dist' directory is not tracked? I guess that’s a possibility worth exploring. I’ll look into these details to figure things out better. There's a lot going on here!"
}
]
}
]
},
{
"role": "tool",
"content": "[terminal] ran `git status --short --ignored | head -80` -> exit 0, 1 lines output",
"tool_call_id": "call_weqQ4PdWAMtNponmJeZWYffc"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_4cChSujwXDl62mbrdUt5oJ8U",
"call_id": "call_4cChSujwXDl62mbrdUt5oJ8U",
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"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"git add docs/frontend/global-primevue-migration-v1.md frontend/src && git status --short\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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}
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{
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}
]
},
{
"role": "tool",
"content": "[terminal] ran `git add docs/frontend/global-primevue-migration-v1.md frontend/src && git sta...` -> exit 0, 1 lines output",
"tool_call_id": "call_4cChSujwXDl62mbrdUt5oJ8U"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_SApYudcRcqmyuJQWm831wEXU",
"call_id": "call_SApYudcRcqmyuJQWm831wEXU",
"response_item_id": "fc_0aa8a96048e7933e016a0a138cdbb881918203ae753a8a1f87",
"type": "function",
"function": {
"name": "execute_code",
"arguments": "{\"code\": \"from hermes_tools import terminal\\nimport re\\nroot='/home/agent/.hermes/repos/FinanceManager'\\npat=re.compile(r\\\"(?i)(api[_-]?key|secret|password|token|passwd)\\\\s*[:=]\\\\s*['\\\\\\\"][^'\\\\\\\"]{8,}['\\\\\\\"]\\\")\\ndiff=termina...[truncated]\"}"
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{
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]
},
{
"role": "tool",
"content": "{\"status\": \"success\", \"output\": \"staged_secret_scan OK\\nstaged_diff_check OK\\n\", \"tool_calls_made\": 2, \"duration_seconds\": 0.63}",
"tool_call_id": "call_SApYudcRcqmyuJQWm831wEXU"
},
{
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"content": "",
"tool_calls": [
{
"id": "call_Hh52ArN6yQAPYhcOC8IKxljE",
"call_id": "call_Hh52ArN6yQAPYhcOC8IKxljE",
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"name": "terminal",
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}
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},
{
"role": "tool",
"content": "[terminal] ran `git commit -m \"feat: migrate dashboard to PrimeVue light shell\"` -> exit 0, 1 lines output",
"tool_call_id": "call_Hh52ArN6yQAPYhcOC8IKxljE"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_HyWJWtJoiuXH5aXgmt6myyzh",
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"function": {
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{
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"content": "[terminal] ran `git status --short --branch && git remote -v` -> exit 0, 1 lines output",
"tool_call_id": "call_HyWJWtJoiuXH5aXgmt6myyzh"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_NLwq7dTO3UULKwT5v0z7KuAb",
"call_id": "call_NLwq7dTO3UULKwT5v0z7KuAb",
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"arguments": "{\"code\": \"from hermes_tools import terminal\\nfrom pathlib import Path\\nimport csv, re, subprocess, os\\nroot='/home/agent/.hermes/repos/FinanceManager'\\n# locate token from configured CSV, never print it\\ncsv_path=Pa...[truncated]\"}"
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"content": "## Global PrimeVue UI Migration Sprint v1 abgeschlossen, Sir.\n\n**Branch:** `feat/budget-phase-1-4` \n**Commit:** `42e5bb257c51f3b3eb7a287c9721174221e664a1` \n**Commit Message:** `feat: migrate dashboard to PrimeVue light shell` \n**Push-Status:** Ja, erfolgreich. \n**Remote-Hash:** Match mit lokalem `HEAD`.\n\n## Ergebnis nach Punkten\n\n- **Global App Shell migriert:** Ja \n Helle `jarvis-app-shell`, neuer Header, dezenter Statusbereich, keine Terminal-Optik im User Mode.\n\n- **Sidebar / Mobile Navigation migriert:** Ja \n Neue helle Sidebar, klare User-Navigation, Budget-/Transaktions-/Analyse-/Setup-Gruppierung, Mobile Bottom Nav aktualisiert.\n\n- **Shared UI Components erstellt:** Ja \n Erstellt unter `frontend/src/components/ui/`:\n - `PageHeader`\n - `KpiCard`\n - `StatusBadge`\n - `DataQualityBadge`\n - `FilterToolbar`\n - `PrimeDataTable`\n - `MoneyValue`\n - `PercentValue`\n - `EmptyState`\n - `ConfirmDialog`\n - `DetailDialog`\n - `ChartPanel`\n - `ActionToolbar`\n - `SectionCard`\n - `LoadingState`\n - `ErrorState`\n\n- **Alle Budgetseiten migriert:** Ja, für v1 Light-/PrimeVue-Konsolidierung. \n Die Hauptseiten und sekundären Budgetseiten wurden aus der dunklen UI herausgezogen und in das helle Design gebracht. Kategorieanalyse und Monatsvergleich wurden zusätzlich tiefer mit PrimeVue/Chart.js refactored.\n\n- **Budget Analyse-Charts verbessert:** Ja \n - Kategorieanalyse: PrimeVue Chart / Doughnut\n - Monatsvergleich: kombinierter Bar/Line Chart\n - Budget vs Ist: bestehende PrimeVue/Chart.js-Umsetzung bleibt aktiv\n\n- **Command Center migriert:** Ja, Light-Design-Reste bereinigt.\n\n- **Crypto migriert:** Ja, Light-UI vereinheitlicht; bestehende Cards/Tabelle/Detaildialog funktionieren weiter.\n\n- **Aktien & ETFs migriert:** Ja, Light-UI vereinheitlicht.\n\n- **Position hinzufügen migriert:** Ja, Light-UI vereinheitlicht. \n Hinweis: Noch kein kompletter PrimeVue Stepper-Wizard, aber kein dunkles altes Formular mehr im User Flow.\n\n- **Wallets migriert:** Ja, Light-UI vereinheitlicht.\n\n- **Reports migriert:** Ja, Light-UI vereinheitlicht; keine Fake-Buttons ergänzt.\n\n- **Alte Dark-UI-Reste entfernt:** Ja, für User-Dashboard-Seiten per Test abgesichert gegen alte Kernklassen wie `bg-slate-950`, `bg-slate-900`, `text-slate-100`, `border-slate-800`.\n\n- **Bundle-Warnung geprüft:** Ja \n Route-based code splitting wurde aktiviert. Ergebnis: keine Vite Chunk-Size-Warnung mehr. Große PrimeVue-Library-Chunks bleiben sichtbar:\n - `datatable` ca. 305 KB / gzip ca. 63 KB\n - `tag` ca. 162 KB / gzip ca. 35 KB\n - Main entry ca. 476 KB / gzip ca. 142 KB \n Für v1 akzeptabel; weitere Optimierung später über noch feinere lazy imports möglich.\n\n## Dokumentation\n\nNeu erstellt:\n\n`docs/frontend/global-primevue-migration-v1.md`\n\nEnthält:\n\n- Scope\n- Shared Components\n- Navigation\n- Chart-Ansatz\n- Bundle / Code Splitting\n- Safety\n- spätere Schritte\n\n## Wichtiger Review-Fix\n\nEin unabhängiger Code-Review hat eine echte UI-Logik-Regressionsgefahr gefunden:\n\n- Monatsvergleich-Dialog konnte nach Schließen beim Klick auf denselben Monat nicht erneut öffnen.\n\nGefixt und testabgedeckt:\n\n- `MonthlyComparisonPage.vue` nutzt jetzt `openDetail(monthRow)`, setzt `selected` und `detailVisible` explizit.\n- Regressionstest ergänzt.\n- Focused Review danach bestanden.\n\n## Tests / Verification\n\n- **Python compile:** OK\n- **Backend pytest:** OK — `404 passed`\n- **Frontend Vitest:** OK — `47 passed`\n- **Frontend build:** OK\n- **Source / staged secret scan:** OK\n- **Frontend build secret scan:** OK\n- **Git-Safety:** OK — `14 passed`\n- **git diff --check:** OK\n- **Independent code review:** OK nach Fix\n\n## Browser / Route Sanity\n\nAlle geprüft via Tailscale/Vite:\n\n- `/` → `200`\n- `/planning/budget` → `200`\n- `/planning/budget/expenses/review` → `200`\n- `/planning/budget/expenses/actual` → `200`\n- `/planning/budget/analysis/budget-vs-actual` → `200`\n- `/planning/budget/analysis/categories` → `200`\n- `/planning/budget/analysis/monthly` → `200`\n- `/crypto` → `200`\n- `/equity` → `200`\n- `/positions/add` → `200`\n- `/wallets` → `200`\n- `/reports` → `200`\n\nAPIs via Tailscale Proxy:\n\n- Cockpit API → `200`\n- Kategorieanalyse API → `200`\n- Monatsvergleich API → `200`\n\n## Laufende Dienste\n\n- **Backend/Uvicorn:** PID `524977`, `http://127.0.0.1:8000`\n- **Frontend/Vite:** Node PID `525021`, `http://100.85.29.67:5173`\n\n## Offene Grenzen\n\n- Einige sekundäre Seiten sind in v1 optisch/ergonomisch vereinheitlicht, aber noch nicht jede einzelne Zeile ist vollständig auf eigene PrimeVue-Wrapper-Komponenten refactored. 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"text": "## Global PrimeVue UI Migration Sprint v1 abgeschlossen, Sir.\n\n**Branch:** `feat/budget-phase-1-4` \n**Commit:** `42e5bb257c51f3b3eb7a287c9721174221e664a1` \n**Commit Message:** `feat: migrate dashboard to PrimeVue light shell` \n**Push-Status:** Ja, erfolgreich. \n**Remote-Hash:** Match mit lokalem `HEAD`.\n\n## Ergebnis nach Punkten\n\n- **Global App Shell migriert:** Ja \n Helle `jarvis-app-shell`, neuer Header, dezenter Statusbereich, keine Terminal-Optik im User Mode.\n\n- **Sidebar / Mobile Navigation migriert:** Ja \n Neue helle Sidebar, klare User-Navigation, Budget-/Transaktions-/Analyse-/Setup-Gruppierung, Mobile Bottom Nav aktualisiert.\n\n- **Shared UI Components erstellt:** Ja \n Erstellt unter `frontend/src/components/ui/`:\n - `PageHeader`\n - `KpiCard`\n - `StatusBadge`\n - `DataQualityBadge`\n - `FilterToolbar`\n - `PrimeDataTable`\n - `MoneyValue`\n - `PercentValue`\n - `EmptyState`\n - `ConfirmDialog`\n - `DetailDialog`\n - `ChartPanel`\n - `ActionToolbar`\n - `SectionCard`\n - `LoadingState`\n - `ErrorState`\n\n- **Alle Budgetseiten migriert:** Ja, für v1 Light-/PrimeVue-Konsolidierung. \n Die Hauptseiten und sekundären Budgetseiten wurden aus der dunklen UI herausgezogen und in das helle Design gebracht. Kategorieanalyse und Monatsvergleich wurden zusätzlich tiefer mit PrimeVue/Chart.js refactored.\n\n- **Budget Analyse-Charts verbessert:** Ja \n - Kategorieanalyse: PrimeVue Chart / Doughnut\n - Monatsvergleich: kombinierter Bar/Line Chart\n - Budget vs Ist: bestehende PrimeVue/Chart.js-Umsetzung bleibt aktiv\n\n- **Command Center migriert:** Ja, Light-Design-Reste bereinigt.\n\n- **Crypto migriert:** Ja, Light-UI vereinheitlicht; bestehende Cards/Tabelle/Detaildialog funktionieren weiter.\n\n- **Aktien & ETFs migriert:** Ja, Light-UI vereinheitlicht.\n\n- **Position hinzufügen migriert:** Ja, Light-UI vereinheitlicht. \n Hinweis: Noch kein kompletter PrimeVue Stepper-Wizard, aber kein dunkles altes Formular mehr im User Flow.\n\n- **Wallets migriert:** Ja, Light-UI vereinheitlicht.\n\n- **Reports migriert:** Ja, Light-UI vereinheitlicht; keine Fake-Buttons ergänzt.\n\n- **Alte Dark-UI-Reste entfernt:** Ja, für User-Dashboard-Seiten per Test abgesichert gegen alte Kernklassen wie `bg-slate-950`, `bg-slate-900`, `text-slate-100`, `border-slate-800`.\n\n- **Bundle-Warnung geprüft:** Ja \n Route-based code splitting wurde aktiviert. Ergebnis: keine Vite Chunk-Size-Warnung mehr. Große PrimeVue-Library-Chunks bleiben sichtbar:\n - `datatable` ca. 305 KB / gzip ca. 63 KB\n - `tag` ca. 162 KB / gzip ca. 35 KB\n - Main entry ca. 476 KB / gzip ca. 142 KB \n Für v1 akzeptabel; weitere Optimierung später über noch feinere lazy imports möglich.\n\n## Dokumentation\n\nNeu erstellt:\n\n`docs/frontend/global-primevue-migration-v1.md`\n\nEnthält:\n\n- Scope\n- Shared Components\n- Navigation\n- Chart-Ansatz\n- Bundle / Code Splitting\n- Safety\n- spätere Schritte\n\n## Wichtiger Review-Fix\n\nEin unabhängiger Code-Review hat eine echte UI-Logik-Regressionsgefahr gefunden:\n\n- Monatsvergleich-Dialog konnte nach Schließen beim Klick auf denselben Monat nicht erneut öffnen.\n\nGefixt und testabgedeckt:\n\n- `MonthlyComparisonPage.vue` nutzt jetzt `openDetail(monthRow)`, setzt `selected` und `detailVisible` explizit.\n- Regressionstest ergänzt.\n- Focused Review danach bestanden.\n\n## Tests / Verification\n\n- **Python compile:** OK\n- **Backend pytest:** OK — `404 passed`\n- **Frontend Vitest:** OK — `47 passed`\n- **Frontend build:** OK\n- **Source / staged secret scan:** OK\n- **Frontend build secret scan:** OK\n- **Git-Safety:** OK — `14 passed`\n- **git diff --check:** OK\n- **Independent code review:** OK nach Fix\n\n## Browser / Route Sanity\n\nAlle geprüft via Tailscale/Vite:\n\n- `/` → `200`\n- `/planning/budget` → `200`\n- `/planning/budget/expenses/review` → `200`\n- `/planning/budget/expenses/actual` → `200`\n- `/planning/budget/analysis/budget-vs-actual` → `200`\n- `/planning/budget/analysis/categories` → `200`\n- `/planning/budget/analysis/monthly` → `200`\n- `/crypto` → `200`\n- `/equity` → `200`\n- `/positions/add` → `200`\n- `/wallets` → `200`\n- `/reports` → `200`\n\nAPIs via Tailscale Proxy:\n\n- Cockpit API → `200`\n- Kategorieanalyse API → `200`\n- Monatsvergleich API → `200`\n\n## Laufende Dienste\n\n- **Backend/Uvicorn:** PID `524977`, `http://127.0.0.1:8000`\n- **Frontend/Vite:** Node PID `525021`, `http://100.85.29.67:5173`\n\n## Offene Grenzen\n\n- Einige sekundäre Seiten sind in v1 optisch/ergonomisch vereinheitlicht, aber noch nicht jede einzelne Zeile ist vollständig auf eigene PrimeVue-Wrapper-Komponenten refactored. Für v1 bewusst kein Big-Bang.\n- Position hinzufügen ist optisch heller, aber noch kein vollständiger PrimeVue Stepper-Wizard.\n- PrimeVue Toast/Drawer sind vorbereitet als Pattern, aber noch nicht überall flächig eingesetzt.\n- Dark Mode bleibt später.\n\nKurz: Das User Dashboard ist jetzt global auf helle PrimeVue/Aura-Richtung gestellt. Nicht perfekt bis in jede Schraube, aber deutlich weniger „Serverraum bei Stromausfall“ und erheblich näher an professionellem Finance-Cockpit."
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"content": "[M G] [IMPORTANT: Background process proc_6314a293bb39 matched watch pattern \"Application startup complete\".\nCommand: bash -lc 'source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000'\nMatched output:\nINFO: Application startup complete.]"
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"content": "Bestätigt, Sir.\n\nBackend ist sauber gestartet:\n\n- **Process:** `proc_6314a293bb39`\n- **Uvicorn:** `Application startup complete`\n- **Adresse:** `http://127.0.0.1:8000`\n- **Status:** Backend läuft.\n\nKein Handlungsbedarf.",
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"text": "Bestätigt, Sir.\n\nBackend ist sauber gestartet:\n\n- **Process:** `proc_6314a293bb39`\n- **Uvicorn:** `Application startup complete`\n- **Adresse:** `http://127.0.0.1:8000`\n- **Status:** Backend läuft.\n\nKein Handlungsbedarf."
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"content": "[M G] Der Global PrimeVue UI Migration Sprint ist akzeptiert. Das Dashboard sieht insgesamt moderner aus, aber es gibt einen wichtigen UX-Bug:\n\nAuf einigen Seiten ist die Schrift zu hell und schlecht lesbar. Besonders betroffen:\n\n* Crypto\n* Portfolio\n* Aktien & ETFs\n* vermutlich weitere nicht vollständig migrierte Finance-Seiten\n\nBitte starte jetzt einen gezielten:\n\n# PrimeVue UI Contrast Fix & Feature Continuation Sprint\n\nZiel:\nZuerst Lesbarkeit und Kontrast im gesamten User Dashboard reparieren. Danach die nächsten sinnvollen Features weiterentwickeln.\n\nWichtig:\n\n* Kein neuer Provider-Sprint.\n* Keine neuen Importquellen.\n* Keine echten Daten ins Git.\n* Keine Runtime-DB ins Git.\n* Keine API-Keys ins Frontend.\n* Keine Fachlogik kaputt machen.\n* Keine neuen Budget-/Portfolio-Daten im Repo.\n* Fokus zuerst: UI-Kontrast, Lesbarkeit, konsistentes Light Theme.\n* Danach: klar priorisierte Feature-Fortsetzung.\n\n## 1. Contrast / Readability Audit\n\nBitte zuerst alle User-Dashboard-Seiten prüfen:\n\n* Command Center\n* Portfolio\n* Crypto\n* Aktien & ETFs\n* Wallets\n* Position hinzufügen\n* Reports\n* Budget Übersicht\n* Effektive Ausgaben\n* Buchungen prüfen\n* Budget vs Ist\n* Kategorieanalyse\n* Monatsvergleich\n\nSuche gezielt nach:\n\n* zu heller Schrift auf hellem Hintergrund\n* alte Dark-Mode-Klassen in Light-Theme-Seiten\n* text-slate-100, text-slate-200, text-white, text-gray-100 auf hellem Background\n* unlesbare Badge-/Tag-Farben\n* Tabellenheader mit zu wenig Kontrast\n* sekundäre Texte, die fast verschwinden\n* Buttons mit schlechtem Kontrast\n* Dialoge/Drawer mit falschen Textfarben\n\n## 2. Design Tokens zentral fixen\n\nBitte nicht nur einzelne Seiten flicken.\n\nZentrale Tokens/Styles prüfen und korrigieren:\n\n* frontend/src/style.css\n* PrimeVue Theme Setup\n* globale Body-/Surface-/Textfarben\n* Card Text\n* Table Text\n* Muted Text\n* Badge Text\n* Link Text\n* Dialog Text\n* Sidebar Text\n\nZielwerte:\n\n* Haupttext: dunkles Grau / fast schwarz\n* Sekundärtext: gut lesbares Graublau\n* Muted Text: noch lesbar, nicht hellgrau auf weiss\n* Card Background: weiss oder sehr helles Grau\n* Table Header: leicht abgesetzter Hintergrund\n* Table Body: klar lesbar\n* Status-Badges: Text kontrastreich\n* Links: ruhiges Blau/Türkis, gut sichtbar\n\nBitte einen kleinen Style-Guide ergänzen:\n\ndocs/frontend/primevue-light-theme-guidelines.md\n\nInhalt:\n\n* Textfarben\n* Backgrounds\n* Card Design\n* Table Design\n* Badge Design\n* Chart Farben\n* Do/Don't für Light Theme\n\n## 3. Alte Dark-UI-Reste entfernen\n\nBitte alle User-Seiten scannen und alte Klassen entfernen oder ersetzen:\n\n* bg-slate-950\n* bg-slate-900\n* bg-gray-900\n* text-slate-100\n* text-slate-200\n* text-white\n* border-slate-800\n* border-gray-800\n\nFalls solche Klassen im Admin/Debug bewusst bleiben, dokumentieren.\nIm User Dashboard sollen sie nicht mehr vorkommen.\n\n## 4. Konkrete Seiten fixen\n\n### Crypto\n\nBitte sicherstellen:\n\n* Coin-Tabelle ist lesbar\n* Coin-Namen gut sichtbar\n* Beträge/Werte gut sichtbar\n* Status-Badges lesbar\n* Detaildialog lesbar\n* Wallet-Aufteilung lesbar\n* Chart-Legenden lesbar\n\n### Portfolio\n\nBitte sicherstellen:\n\n* KPI Cards lesbar\n* Asset Allocation lesbar\n* Tabellen lesbar\n* Empty States lesbar\n* Data Quality Hinweise lesbar\n\n### Aktien & ETFs\n\nBitte sicherstellen:\n\n* Tabellenzeilen lesbar\n* Kurs/Marktwert/Status lesbar\n* Preis fehlt / FX fehlt Badges lesbar\n* Detaildrawer lesbar\n* Aktionen lesbar\n\n### Position hinzufügen\n\nBitte sicherstellen:\n\n* Suchresultate lesbar\n* Review Box lesbar\n* Warnungen lesbar\n* Confirm Buttons lesbar\n\n## 5. Accessibility-Minimum\n\nBitte einfache Accessibility-Regeln beachten:\n\n* Textkontrast mindestens WCAG-nahe lesbar\n* Fokuszustände sichtbar\n* Buttons gut unterscheidbar\n* Fehler/Warnungen nicht nur über Farbe\n* Status-Badges mit Textlabel\n\nBitte keine perfekte WCAG-Zertifizierung, aber keine unlesbaren Texte.\n\n## 6. Visual Regression / Tests\n\nBitte Tests ergänzen:\n\n* User-Seiten enthalten keine kritischen Dark-Mode-Klassen mehr\n* wichtige Seiten rendern mit lesbaren Textklassen\n* Crypto Page hat dunkle Textfarbe auf hellem Background\n* Portfolio\nPage hat dunkle Textfarbe auf hellem Background\n* Aktien & ETFs Page hat dunkle Textfarbe auf hellem Background\n* Status-Badges enthalten Text und kontrastierende Klassen\n* npm build funktioniert\n* keine Secrets im Build\n\nOptional:\n\n* CSS/class scan test für verbotene Light-Theme-Konflikte\n\n## 7. Danach Feature-Fortsetzung: Position hinzufügen als PrimeVue Stepper\n\nWenn Contrast-Fix erledigt ist, bitte als erstes Feature weiterentwickeln:\n\n### Position hinzufügen v2\n\n* PrimeVue Stepper oder klarer Wizard\n* Schritte:\n\n 1. Assettyp wählen\n 2. Suchen / manuell anlegen\n 3. Depot/Konto/Wallet wählen\n 4. Menge/Betrag/Datum erfassen\n 5. FX/Preisstatus\n 6. Zusammenfassung prüfen\n 7. Final hinzufügen\n\nZiel:\n\n* optisch sauber\n* keine zu grossen Blöcke\n* Suchresultate als PrimeVue DataTable oder Cards\n* Review Box klar\n* Fehler sichtbar\n* Confirm funktioniert\n\n## 8. Feature-Fortsetzung: Detail-Actions im Portfolio\n\nBitte danach die bestehenden Detail Drawer konsolidieren.\n\nFür Aktien/ETF:\n\n* Kaufen\n* Verkaufen\n* Dividende/Ausschüttung\n* Korrigieren\n* Entfernen/Stornieren\n* Verlauf\n\nFür Crypto:\n\n* Bestand erhöhen\n* Bestand reduzieren\n* Transfer\n* Auf 0 setzen\n* Verlauf\n\nFür Cash:\n\n* Einzahlung\n* Auszahlung\n* Korrektur\n* Entfernen/Stornieren\n* Verlauf\n\nWichtig:\n\n* Nur aktiv zeigen, was wirklich funktioniert.\n* Sonst disabled mit kurzer Erklärung.\n* Preview → Confirm → Audit.\n\nFalls zu gross:\n\n* nur UI vereinheitlichen und Korrigieren/Verlauf fertig machen.\n* Keine Fake-Buttons.\n\n## 9. Feature-Fortsetzung: Budget Analytics visuell verbessern\n\nWenn Zeit bleibt:\n\n* Budgetcharts farblich an PrimeVue Theme anpassen\n* Tooltips klarer machen\n* Legenden besser lesbar\n* Top-Abweichungen als Ranking Cards\n* Kategorieanalyse hübscher darstellen\n* Monatsvergleich optisch verbessern\n\nKeine neuen Analytics-Features, nur bessere Darstellung.\n\n## 10. Nicht in diesem Sprint\n\nBitte nicht bauen:\n\n* neue Importquellen\n* OCR/Kamera\n* vollständige Merchant Engine\n* neue Provider\n* komplexe Rule Engine\n* Heatmap/Sunburst\n* Daten-Explorer\n* neue Trading-/Brokerfunktionen\n\n## 11. Browser Sanity\n\nNach Fix bitte echte Routen prüfen:\n\n* /\n* /crypto\n* /portfolio\n* /equity\n* /positions/add\n* /wallets\n* /planning/budget\n* /planning/budget/expenses/actual\n* /planning/budget/expenses/review\n* /planning/budget/analysis/budget-vs-actual\n\nBitte prüfen:\n\n* keine unlesbare Schrift\n* keine dunklen Altflächen im User Mode\n* keine JS-Fehler\n\n## 12. Verifikation\n\nNach Umsetzung:\n\n* Python compile\n* pytest\n* npm test\n* npm run build\n* Source Secret Scan\n* Frontend Build Secret Scan\n* Git-Safety\n* git diff --check\n* Browser Sanity\n* Commit\n* Push\n\n## 13. Abschlussbericht\n\nBitte berichten:\n\n* Contrast Audit durchgeführt: ja/nein\n* globale Theme Tokens korrigiert: ja/nein\n* Crypto lesbar: ja/nein\n* Portfolio lesbar: ja/nein\n* Aktien & ETFs lesbar: ja/nein\n* Position hinzufügen lesbar: ja/nein\n* alte Dark-UI-Klassen aus User Mode entfernt: ja/nein\n* Style-Guide dokumentiert: ja/nein\n* Position hinzufügen Stepper/Wizard verbessert: ja/nein\n* Detail-Actions verbessert: ja/nein\n* Budgetcharts optisch verbessert: ja/nein\n* Tests\n* Build\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Grenzen\n\nWichtig:\nDer Contrast-Fix ist Pflicht und kommt vor allen weiteren Features. Ein modernes Dashboard nützt nichts, wenn Text nicht lesbar ist."
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receipt hints\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n at \\n at \\n\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n at \\n at \\n\\n ✓ src/pages/MobileUx.test.ts (5 tests) 1379ms\\n ✓ keeps desktop sidebar but exposes compact mobile navigation points 308ms\\n ✓ renders mobile expense cards and non-clickable coming-soon receipt hints 647ms\\n ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1735ms\\n ✓ renders Budget Overview with current month KPIs and latest transactions 721ms\\n ✓ renders transactions workflow and confirms via API after preview summary 660ms\\n ✓ src/pages/CryptoPage.test.ts (2 tests) 533ms\\n ✓ auto-loads crypto positions and opens detail drawer from a row click 332ms\\n ✓ src/pages/PositionAddPage.test.ts (3 tests) 522ms\\n ✓ src/pages/BudgetSetupPage.test.ts (1 test) 206ms\\n ✓ src/pages/BudgetUxV2.test.ts (8 tests) 2871ms\\n ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer 856ms\\n ✓ shows review candidates without technical user-mode fields 744ms\\n ✓ renders category analysis and links category drilldown to effective expenses 364ms\\n ✓ src/utils/formatters.test.ts (2 tests) 17ms\\nstderr | src/App.test.ts > App > renders the user dashboard shell\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/positions/add\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/status\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/yearly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/plans\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/setup\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n\\n ✓ src/App.test.ts (1 test) 241ms\\n ✓ src/pages/GlobalPrimeVueMigration.test.ts (5 tests) 222ms\\n ✓ src/api/client.test.ts (2 tests) 4ms\\n\\n Test Files 14 passed (14)\\n Tests 49 passed (49)\\n Start at 21:28:41\\n Duration 6.03s (transform 4.71s, setup 3.00s, import 7.12s, tests 10.69s, environment 14.57s)\\n\\n\\n> jarvis-finance-dashboard-vue@0.0.0 build\\n> vue-tsc -b && vite build\\n\\nvite v8.0.13 building client environment for 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kB\\ndist/assets/formatters-D_tPUks8.js 0.42 kB │ gzip: 0.28 kB\\ndist/assets/crypto-C2lHoKWk.js 0.46 kB │ gzip: 0.23 kB\\ndist/assets/positions-DJO0QIp5.js 0.70 kB │ gzip: 0.27 kB\\ndist/assets/RoadmapPage-CKn_W0PV.js 0.76 kB │ gzip: 0.48 kB\\ndist/assets/client-AtdCOgWe.js 0.83 kB │ gzip: 0.45 kB\\ndist/assets/SummaryCard-B04FwIMK.js 0.99 kB │ gzip: 0.57 kB\\ndist/assets/LoadActionBar-CCBSdK0d.js 1.02 kB │ gzip: 0.62 kB\\ndist/assets/DetailDrawer-DxVU8tuY.js 1.14 kB │ gzip: 0.70 kB\\ndist/assets/auto-Cp3tyEMK.js 1.19 kB │ gzip: 0.58 kB\\ndist/assets/SparklineChart-DkEryD7T.js 1.20 kB │ gzip: 0.73 kB\\ndist/assets/SectionCard-DLnKp0jR.js 1.24 kB │ gzip: 0.62 kB\\ndist/assets/toolbar-DVWD4j7f.js 1.39 kB │ gzip: 0.62 kB\\ndist/assets/runtime-CBp0j2o0.js 1.45 kB │ gzip: 0.80 kB\\ndist/assets/AllocationBars-iT3SLyT4.js 1.54 kB │ gzip: 0.82 kB\\ndist/assets/ReportsPage-BziNcHrI.js 1.83 kB │ gzip: 1.02 kB\\ndist/assets/LocalDataStatus-Ba0Bnn_K.js 2.13 kB │ gzip: 1.06 kB\\ndist/assets/BudgetAccountsPage-DopsfHWi.js 2.77 kB │ gzip: 1.20 kB\\ndist/assets/chart-C7WqYsWE.js 3.37 kB │ gzip: 1.46 kB\\ndist/assets/budget-D9cJtocG.js 3.67 kB │ gzip: 1.08 kB\\ndist/assets/BudgetRulesPage-95n8gY7M.js 3.82 kB │ gzip: 1.63 kB\\ndist/assets/PortfolioPage-CpuXUiI_.js 4.08 kB │ gzip: 1.73 kB\\ndist/assets/CategoryAnalysisPage-CzSDz2gh.js 4.10 kB │ gzip: 1.80 kB\\ndist/assets/MonthlyComparisonPage-CwAQZaXM.js 4.43 kB │ gzip: 1.89 kB\\ndist/assets/CommandCenter-CX6oG09J.js 5.19 kB │ gzip: 2.17 kB\\ndist/assets/WalletsPage-BSyjjKQl.js 5.77 kB │ gzip: 2.43 kB\\ndist/assets/BudgetVsActualPage-CLqIDZaU.js 6.25 kB │ gzip: 2.33 kB\\ndist/assets/BudgetOverviewPage-B7hKfg28.js 6.52 kB │ gzip: 2.60 kB\\ndist/assets/BudgetStatusPage-D_V2x95v.js 6.98 kB │ gzip: 2.57 kB\\ndist/assets/BudgetSetupPage-D6l7Rzrd.js 8.65 kB │ gzip: 2.91 kB\\ndist/assets/EquityPage-B0bdUsqc.js 9.98 kB │ gzip: 3.56 kB\\ndist/assets/BudgetCategoriesPage-DJwFXznL.js 10.85 kB │ gzip: 3.51 kB\\ndist/assets/CryptoPage-EBnGRgeh.js 11.50 kB │ gzip: 4.03 kB\\ndist/assets/BudgetIncomePage-C2Qb9ddZ.js 14.21 kB │ gzip: 4.41 kB\\ndist/assets/message-DbghrCuO.js 14.73 kB │ gzip: 3.02 kB\\ndist/assets/PositionAddPage-cve0s0hn.js 15.25 kB │ gzip: 4.55 kB\\ndist/assets/BudgetTransactionsPage-zsH-vsx8.js 19.31 kB │ gzip: 6.19 kB\\ndist/assets/dialog-BAJTCJpr.js 23.61 kB │ gzip: 7.33 kB\\ndist/assets/BudgetImportReviewPage-CLTxXNdt.js 31.06 kB │ gzip: 9.24 kB\\ndist/assets/tag-CaJQKO6V.js 162.11 kB │ gzip: 34.85 kB\\ndist/assets/datatable-CYjVTWv9.js 305.78 kB │ gzip: 63.23 kB\\ndist/assets/index-BLcNlS_X.js 475.99 kB │ gzip: 142.11 kB\\n\\n✓ built in 1.31s\", \"exit_code\": 0, \"error\": null}",
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"arguments": "{\"code\":\"from hermes_tools import terminal\\nfrom pathlib import Path\\nimport re\\nroot='/home/agent/.hermes/repos/FinanceManager'\\nprint(terminal('git diff --check && source ~/jarvis_runtime/finance-system/venv/bin/activate && pytest -q tests/unit/test_git_safety.py', workdir=root, timeout=180)['output'])\\npat=re.compile(r\\\"(?i)(api[_-]?key|secret|password|token|passwd)\\\\s*[:=]\\\\s*['\\\\\\\"][^'\\\\\\\"]{8,}['\\\\\\\"]\\\")\\ndiff=terminal('git diff -- . \\\":(exclude)frontend/dist\\\"', workdir=root)['output']\\nhits=[line[:120] for line in diff.splitlines() if line.startswith('+') and not line.startswith('+++') and pat.search(line)]\\nprint('diff_added_secret_scan', 'OK' if not hits else 'HITS '+str(hits[:10]))\\nhits=[]\\nfor p in Path(root,'frontend/dist').rglob('*'):\\n if p.is_file():\\n try: txt=p.read_text(errors='ignore')\\n except Exception: continue\\n if pat.search(txt): hits.append(str(p.relative_to(root)))\\nprint('frontend_build_secret_scan', 'OK' if not hits else 'HITS '+','.join(hits[:5]))\\nprint(terminal(\\\"git status --short --ignored | head -80\\\", workdir=root, timeout=60)['output'])\"}"
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"finish_reason": "tool_calls",
"reasoning": "**Navigating the browser**\n\nI'm considering using the browser to navigate pages and access the console. It seems I might need to check if the current server is running the old code through Hot Module Replacement (HMR) after some edits. I think it would be better to use the browser_navigate function first, then head to the console for further checks. It’s all a little tricky, but I’m determined to get it right!",
"reasoning_content": "**Navigating the browser**\n\nI'm considering using the browser to navigate pages and access the console. It seems I might need to check if the current server is running the old code through Hot Module Replacement (HMR) after some edits. I think it would be better to use the browser_navigate function first, then head to the console for further checks. It’s all a little tricky, but I’m determined to get it right!",
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{
"type": "summary_text",
"text": "**Navigating the browser**\n\nI'm considering using the browser to navigate pages and access the console. It seems I might need to check if the current server is running the old code through Hot Module Replacement (HMR) after some edits. I think it would be better to use the browser_navigate function first, then head to the console for further checks. It’s all a little tricky, but I’m determined to get it right!"
}
]
}
]
},
{
"role": "tool",
"content": "{\"success\": true, \"url\": \"http://100.85.29.67:5173/crypto\", \"title\": \"JARVIS Finance Dashboard\", \"stealth_warning\": \"Running WITHOUT residential proxies. Bot detection may be more aggressive. Consider upgrading Browserbase plan for proxy support.\", \"stealth_features\": [\"local\"], \"snapshot\": \"- complementary\\n - paragraph\\n - StaticText \\\"JARVIS\\\"\\n - heading \\\"Finance\\\" [level=1, ref=e1]\\n - paragraph\\n - StaticText \\\"PrimeVue Aura Light\\\"\\n - navigation\\n - link \\\"Command Center\\\" [ref=e2]\\n - link \\\"Portfolio\\\" [ref=e3]\\n - link \\\"Crypto\\\" [ref=e4]\\n - link \\\"Aktien & ETFs\\\" [ref=e5]\\n - link \\\"Wallets\\\" [ref=e6]\\n - link \\\"Position hinzufügen\\\" [ref=e7]\\n - link \\\"Reports\\\" [ref=e8]\\n - paragraph\\n - link \\\"Budget Übersicht\\\" [ref=e9]\\n - link \\\"Budgetstatus\\\" [ref=e10]\\n - link \\\"Budget vs Ist\\\" [ref=e11]\\n - link \\\"Monatsbudget\\\" [ref=e12]\\n - link \\\"Jahresbudget\\\" [ref=e13]\\n - link \\\"Budgetpläne\\\" [ref=e14]\\n - paragraph\\n - link \\\"Effektive Ausgaben\\\" [ref=e15]\\n - link \\\"Effektive Einnahmen\\\" [ref=e16]\\n - link \\\"Buchungen prüfen\\\" [ref=e17]\\n - paragraph\\n - link \\\"Kategorieanalyse\\\" [ref=e18]\\n - link \\\"Monatsvergleich\\\" [ref=e19]\\n - paragraph\\n - link \\\"Konten\\\" [ref=e20]\\n - link \\\"Kategorien & Tags\\\" [ref=e21]\\n - link \\\"Excel übernehmen / Seed Review\\\" [ref=e22]\\n - sectionfooter\\n - paragraph\\n - paragraph\\n - paragraph\\n - StaticText \\\"Schreibseiten: Preview/Confirm/Audit.\\\"\\n- main\\n - sectionheader\\n - paragraph\\n - StaticText \\\"USER DASHBOARD\\\"\\n - heading \\\"Crypto\\\" [level=1, ref=e23]\\n - paragraph\\n - StaticText \\\"Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion\\\"\\n - StaticText \\\"Read-only View\\\"\\n - generic\\n - paragraph\\n - StaticText \\\"READ-ONLY · LOKALE RUNTIME-DATEN\\\"\\n - heading \\\"Crypto\\\" [level=3, ref=e24]\\n - paragraph\\n - StaticText \\\"Lokales Vue User-Dashboard: keine Provider-Abfragen beim Rendern.\\\"\\n - button \\\"Aktualisieren\\\" [ref=e25]\\n - StaticText \\\"FastAPI ok\\\"\\n - StaticText \\\"Runtime ok\\\"\\n - StaticText \\\"Provider Render: nein\\\"\\n - StaticText \\\"geladen: 17.5.2026, 21:29:11\\\"\\n - generic\\n - paragraph\\n - StaticText \\\"Crypto Gesamtwert\\\"\\n - paragraph\\n - StaticText \\\"CHF 47’709.30\\\"\\n - paragraph\\n - StaticText \\\"Coins\\\"\\n - paragraph\\n - StaticText \\\"41\\\"\\n - paragraph\\n - StaticText \\\"Wallets\\\"\\n - paragraph\\n - StaticText \\\"10\\\"\\n - paragraph\\n - StaticText \\\"Letztes Preisupdate\\\"\\n - paragraph\\n - StaticText \\\"2026-05-14T22:07:59+00:00\\\"\\n - paragraph\\n - StaticText \\\"Data Quality\\\"\\n - paragraph\\n - StaticText \\\"prüfen\\\"\\n - generic\\n - heading \\\"Crypto Positionen\\\" [level=3, ref=e26]\\n - paragraph\\n - StaticText \\\"Top Coins mobil als Cards · Desktop als Tabelle\\\"\\n - textbox \\\"Coin suchen\\\" [ref=e27]\\n - table\\n - rowgroup\\n - row\\n - columnheader \\\"COIN\\\" [ref=e359]\\n - columnheader \\\"SYMBOL\\\" [ref=e360]\\n - columnheader \\\"MENGE\\\" [ref=e361]\\n - columnheader \\\"WERT CHF\\\" [ref=e362]\\n - columnheader \\\"ANTEIL\\\" [ref=e363]\\n - columnheader \\\"WALLETS\\\" [ref=e364]\\n - columnheader \\\"STATUS\\\" [ref=e365]\\n - row [ref=e29] clickable [cursor:pointer]\\n - cell \\\"Bitcoin\\\" [ref=e72]\\n - cell \\\"BTC\\\" [ref=e73]\\n - cell \\\"0.35894590\\\" [ref=e74]\\n - cell \\\"22905.06\\\" [ref=e75]\\n - cell \\\"48.01\\\" [ref=e76]\\n - cell \\\"2\\\" [ref=e77]\\n - cell \\\"Veraltet\\\" [ref=e78]\\n - row [ref=e30] clickable [cursor:pointer]\\n - cell \\\"Tether\\\" [ref=e79]\\n - cell \\\"USDT\\\" [ref=e80]\\n - cell \\\"12915.09056455\\\" [ref=e81]\\n - cell \\\"10133.26\\\" [ref=e82]\\n - cell \\\"21.24\\\" [ref=e83]\\n - cell \\\"3\\\" [ref=e84]\\n - cell \\\"Veraltet\\\" [ref=e85]\\n - row [ref=e31] clickable [cursor:pointer]\\n - cell \\\"Ethereum ETH\\\" [ref=e86]\\n - cell \\\"ETH\\\" [ref=e87]\\n - cell \\\"2.4977638\\\" [ref=e88]\\n - cell \\\"4374.58\\\" [ref=e89]\\n - cell \\\"9.17\\\" [ref=e90]\\n - cell \\\"3\\\" [ref=e91]\\n - cell \\\"Veraltet\\\" [ref=e92]\\n - row [ref=e32] clickable [cursor:pointer]\\n - cell \\\"Ripple XRP\\\" [ref=e93]\\n - cell \\\"XRP\\\" [ref=e94]\\n - cell \\\"2499.268617\\\" [ref=e95]\\n - cell \\\"2824.17\\\" [ref=e96]\\n - cell \\\"5.92\\\" [ref=e97]\\n - cell \\\"2\\\" [ref=e98]\\n - cell \\\"Veraltet\\\" [ref=e99]\\n - row [ref=e33] clickable [cursor:pointer]\\n - cell \\\"BNB\\\" [ref=e100]\\n - cell \\\"BNB\\\" [ref=e101]\\n - cell \\\"4.14580827\\\" [ref=e102]\\n - cell \\\"2213.36\\\" [ref=e103]\\n - cell \\\"4.64\\\" [ref=e104]\\n - cell \\\"2\\\" [ref=e105]\\n - cell \\\"Veraltet\\\" [ref=e106]\\n - row [ref=e34] clickable [cursor:pointer]\\n - cell \\\"ADA Cardano\\\" [ref=e107]\\n - cell \\\"ADA\\\" [ref=e108]\\n - cell \\\"9589.42523472\\\" [ref=e109]\\n - cell \\\"1970.82\\\" [ref=e110]\\n - cell \\\"4.13\\\" [ref=e111]\\n - cell \\\"5\\\" [ref=e112]\\n - cell \\\"Veraltet\\\" [ref=e113]\\n - row [ref=e35] clickable [cursor:pointer]\\n - cell \\\"SwissBorg\\\" [ref=e114]\\n - cell \\\"BORG\\\" [ref=e115]\\n - cell \\\"6076.670747\\\" [ref=e116]\\n - cell \\\"889.14\\\" [ref=e117]\\n - cell \\\"1.86\\\" [ref=e118]\\n - cell \\\"1\\\" [ref=e119]\\n - cell \\\"Veraltet\\\" [ref=e120]\\n - row [ref=e36] clickable [cursor:pointer]\\n - cell \\\"Stellar\\\" [ref=e121]\\n - cell \\\"XLM\\\" [ref=e122]\\n - cell \\\"4436.429026250\\\" [ref=e123]\\n - cell \\\"558.20\\\" [ref=e124]\\n - cell \\\"1.17\\\" [ref=e125]\\n - cell \\\"2\\\" [ref=e126]\\n - cell \\\"Veraltet\\\" [ref=e127]\\n - row [ref=e37] clickable [cursor:pointer]\\n - cell \\\"Hedera\\\" [ref=e128]\\n - cell \\\"HBAR\\\" [ref=e129]\\n - cell \\\"6845.2209\\\" [ref=e130]\\n - cell \\\"508.63\\\" [ref=e131]\\n - cell \\\"1.07\\\" [ref=e132]\\n - cell \\\"1\\\" [ref=e133]\\n - cell \\\"Veraltet\\\" [ref=e134]\\n - row [ref=e38] clickable [cursor:pointer]\\n - cell \\\"VeChain\\\" [ref=e135]\\n - cell \\\"VET\\\" [ref=e136]\\n - cell \\\"59938.183\\\" [ref=e137]\\n - cell \\\"341.41\\\" [ref=e138]\\n - cell \\\"0.72\\\" [ref=e139]\\n - cell \\\"2\\\" [ref=e140]\\n - cell \\\"Veraltet\\\" [ref=e141]\\n - row [ref=e39] clickable [cursor:pointer]\\n - cell \\\"DOGE\\\" [ref=e142]\\n - cell \\\"DOGE\\\" [ref=e143]\\n - cell \\\"2561.2647\\\" [ref=e144]\\n - cell \\\"228.10\\\" [ref=e145]\\n - cell \\\"0.48\\\" [ref=e146]\\n - cell \\\"1\\\" [ref=e147]\\n - cell \\\"Veraltet\\\" [ref=e148]\\n - row [ref=e40] clickable [cursor:pointer]\\n - cell \\\"Chainlink\\\" [ref=e149]\\n - cell \\\"LINK\\\" [ref=e150]\\n - cell \\\"17.81559\\\" [ref=e151]\\n - cell \\\"141.28\\\" [ref=e152]\\n - cell \\\"0.30\\\" [ref=e153]\\n - cell \\\"1\\\" [ref=e154]\\n - cell \\\"Veraltet\\\" [ref=e155]\\n - row [ref=e41] clickable [cursor:pointer]\\n - cell \\\"SOL Solana\\\" [ref=e156]\\n - cell \\\"SOL\\\" [ref=e157]\\n - cell \\\"1.78458869\\\" [ref=e158]\\n - cell \\\"125.71\\\" [ref=e159]\\n - cell \\\"0.26\\\" [ref=e160]\\n - cell \\\"1\\\" [ref=e161]\\n - cell \\\"Veraltet\\\" [ref=e162]\\n - row [ref=e42] clickable [cursor:pointer]\\n - cell \\\"AAVE\\\" [ref=e163]\\n - cell \\\"AAVE\\\" [ref=e164]\\n - cell \\\"1.19092\\\" [ref=e165]\\n - cell \\\"93.02\\\" [ref=e166]\\n - cell \\\"0.19\\\" [ref=e167]\\n - cell \\\"1\\\" [ref=e168]\\n - cell \\\"Veraltet\\\" [ref=e169]\\n - row [ref=e43] clickable [cursor:pointer]\\n - cell \\\"PancakeSwap\\\" [ref=e170]\\n - cell \\\"CAKE\\\" [ref=e171]\\n - cell \\\"76.64476\\\" [ref=e172]\\n - cell \\\"91.97\\\" [ref=e173]\\n - cell \\\"0.19\\\" [ref=e174]\\n - cell \\\"1\\\" [ref=e175]\\n - cell \\\"Veraltet\\\" [ref=e176]\\n - row [ref=e44] clickable [cursor:pointer]\\n - cell \\\"Avalanche AVAX\\\" [ref=e177]\\n - cell \\\"AVAX\\\" [ref=e178]\\n - cell \\\"9.74642\\\" [ref=e179]\\n - cell \\\"73.29\\\" [ref=e180]\\n - cell \\\"0.15\\\" [ref=e181]\\n - cell \\\"2\\\" [ref=e182]\\n - cell \\\"Veraltet\\\" [ref=e183]\\n - row [ref=e45] clickable [cursor:pointer]\\n - cell \\\"IOTA IOT\\\" [ref=e184]\\n - cell \\\"IOTA\\\" [ref=e185]\\n - cell \\\"1577.231877\\\" [ref=e186]\\n - cell \\\"72.30\\\" [ref=e187]\\n - cell \\\"0.15\\\" [ref=e188]\\n - cell \\\"1\\\" [ref=e189]\\n - cell \\\"Veraltet\\\" [ref=e190]\\n - row [ref=e46] clickable [cursor:pointer]\\n - cell \\\"Polygon MATIC\\\" [ref=e191]\\n\\n[... 243 more lines truncated, use browser_snapshot for full content]\", \"element_count\": 365}",
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{
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"content": "",
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"role": "tool",
"content": "{\"success\": true, \"console_messages\": [], \"js_errors\": [], \"total_messages\": 0, \"total_errors\": 0}",
"tool_call_id": "call_72mF7nLP9qJw7MxBhUeu9Jp2"
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{
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"content": "",
"tool_calls": [
{
"id": "call_nHfl9uPLDLeR9W1UlIEkdQHJ",
"call_id": "call_nHfl9uPLDLeR9W1UlIEkdQHJ",
"response_item_id": "fc_0aa8a96048e7933e016a0a1715c79881918547496ac02bbe8e",
"type": "function",
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"name": "browser_vision",
"arguments": "{\"question\":\"Check whether the Crypto page text is readable on the light background. Mention any obviously low-contrast text or dark-mode remnants.\",\"annotate\":false}"
}
}
],
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},
{
"role": "tool",
"content": "{\"success\": true, \"analysis\": \"The Crypto page is mostly readable on the light background, but there are a few obvious low-contrast/dark-mode-remnant issues.\\n\\n### Overall readability\\n- Main headings like **“Crypto”**, **“Crypto Positionen”**, sidebar navigation labels, table contents, and most numeric values are readable.\\n- The page uses dark navy/blue text on a very light gray/white background, which generally works well.\\n- The active sidebar item **“Crypto”** is clear, with a pale cyan highlight and darker teal text.\\n\\n### Low-contrast or hard-to-read text\\nSeveral areas appear too faint on the light background:\\n\\n1. **Right-side card headings**\\n - In the “TOP 10 + ANDERE” cards, the subheadings **“Coin-Allokation”** and **“Wallet-Allokation”** are extremely faint, almost white on white.\\n - These look like dark-mode remnants or disabled/placeholder styling that did not translate well to the light theme.\\n - They should be darkened significantly.\\n\\n2. **Muted metadata text**\\n - Some smaller labels such as table column headers, section subtitles, and status metadata are readable but somewhat light.\\n - Examples include:\\n - “Lokales Vue User-Dashboard: keine Provider-Abfragen beim Rendern.”\\n - “Top Coins mobil als Cards · Desktop als Tabelle”\\n - table headers like **COIN**, **SYMBOL**, **MENGE**, **WERT CHF**, etc.\\n - These are not unreadable, but increasing contrast would improve accessibility.\\n\\n3. **Progress-bar backgrounds**\\n - The allocation bars use pale gray tracks with turquoise filled segments.\\n - The filled bars are visible, but very small percentages such as 0.72%, 0.03%, etc. result in tiny turquoise slivers that may be hard to distinguish.\\n - This is acceptable visually, but adding numeric labels, which are already present, is helpful.\\n\\n4. **Status chips**\\n - Chips such as **“FastAPI ok”**, **“Runtime ok”**, and **“Provider Render: nein”** are readable, but they use very soft background colors.\\n - They are fine, though slightly more contrast would help.\\n\\n### Possible dark-mode remnants\\nThe clearest dark-mode/light-theme mismatch is the very faint card title text:\\n- **“Coin-Allokation”**\\n- **“Wallet-Allokation”**\\n\\nThese appear nearly invisible against the light card background and should be changed to a darker muted color.\\n\\n### Interactive elements visible\\n- **“Aktualisieren”** button in the top Crypto runtime card.\\n- **“Read-only View”** pill/button at the top right.\\n- Sidebar navigation links such as **Command Center**, **Portfolio**, **Crypto**, **Aktien & ETFs**, **Wallets**, etc.\\n- Search input labeled **“Coin suchen”** above the crypto positions table.\\n\\n### CAPTCHA or verification challenge\\nNo CAPTCHA, login challenge, or verification prompt is visible in the screenshot.\\n\\n### Recommendation\\nThe page is generally usable, but I would adjust the theme tokens for muted headings and secondary text. In particular, darken the right-card subheadings so they are clearly readable on the light background.\", \"screenshot_path\": \"/home/agent/.hermes/cache/screenshots/browser_screenshot_8e5051fc1e4e461ea014d625821d338d.png\"}",
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}
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"content": "{\"content\": \" 1|\\n 2| \\n 3|
\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/components/AllocationBars.vue\"], \"lint\": {\"status\": \"skipped\", \"message\": \"No linter for .vue files\"}}",
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"arguments": "{\"code\":\"from pathlib import Path\\nroot=Path('/home/agent/.hermes/repos/FinanceManager/frontend/src')\\npatterns=['text-slate-100','text-slate-200','text-slate-300','text-white','text-gray-100','text-amber-100','text-cyan-100','text-emerald-100','text-rose-100','text-slate-50']\\nfor p in root.rglob('*.vue'):\\n hits=[pat for pat in patterns if pat in p.read_text()]\\n if hits: print(p.relative_to(root), hits)\"}"
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Keine API-Keys im Frontend, Provider nur bei Klick.\\\"\\n - button \\\"Aktualisieren\\\" [ref=e25]\\n - generic\\n - StaticText \\\"1. Assettyp wählen\\\"\\n - StaticText \\\"2. Suchen / manuell anlegen\\\"\\n - StaticText \\\"3. Depot/Konto/Wallet wählen\\\"\\n - StaticText \\\"4. Menge/Betrag/Datum\\\"\\n - StaticText \\\"5. FX/Preisstatus\\\"\\n - StaticText \\\"6. Zusammenfassung prüfen\\\"\\n - StaticText \\\"7. Final hinzufügen\\\"\\n - generic\\n - button \\\"Aktie\\\" [ref=e26]\\n - button \\\"ETF\\\" [ref=e27]\\n - button \\\"Crypto\\\" [ref=e28]\\n - button \\\"Cash\\\" [ref=e29]\\n - generic\\n - heading \\\"1–3. 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"reasoning": "**Considering build steps**\n\nI might need to run the build process after fixing the allocation bars. Did I run it fully before the fix? Actually, I think I didn't run it fully after the fix. So, I may need to rerun the targeted build. It's also a good idea to run the npm test and final build again, even though the backend hasn’t changed. Let's make sure everything is in order!",
"reasoning_content": "**Considering build steps**\n\nI might need to run the build process after fixing the allocation bars. Did I run it fully before the fix? Actually, I think I didn't run it fully after the fix. So, I may need to rerun the targeted build. It's also a good idea to run the npm test and final build again, even though the backend hasn’t changed. Let's make sure everything is in order!",
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"reasoning_content": "**Considering testing strategy**\n\nI need to consider whether a full test is necessary before applying any fixes. The allocation bars are small, which feels positive. The targeted results seem okay, but my final report could indicate that all 49 tests passed before addressing any allocation bars. Maybe I should rerun the entire set to be sure. Time seems manageable for this, so it might be worth it to ensure thoroughness.",
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"content": "{\"output\": \"> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom --run\\n\\n\\n RUN v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\n ✓ src/pages/CryptoPage.test.ts (2 tests) 359ms\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > uses mobile-safe layout shell padding and bottom nav space\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n at \\n at \\n\\n ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 742ms\\n ✓ Portfolio page auto-loads asset/platform overview and top positions 326ms\\n ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1084ms\\n ✓ renders Budget Übersicht as monthly cockpit, not category status table 555ms\\n ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations 408ms\\n ✓ src/pages/VueCockpitV11.test.ts (6 tests) 1001ms\\n ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm 396ms\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > renders mobile expense cards and non-clickable coming-soon receipt hints\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n at \\n at \\n\\n ✓ src/pages/MobileUx.test.ts (5 tests) 1390ms\\n ✓ renders mobile expense cards and non-clickable coming-soon receipt hints 714ms\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n at \\n at \\n\\n ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1834ms\\n ✓ shows Budget navigation instead of later placeholder 324ms\\n ✓ renders Budget Overview with current month KPIs and latest transactions 678ms\\n ✓ renders transactions workflow and confirms via API after preview summary 684ms\\n ✓ src/pages/CommandCenter.test.ts (2 tests) 403ms\\nstderr | src/App.test.ts > App > renders the user dashboard shell\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/positions/add\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/status\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/yearly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/plans\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/setup\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n\\n ✓ src/App.test.ts (1 test) 295ms\\n ✓ src/pages/BudgetUxV2.test.ts (8 tests) 2646ms\\n ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer 846ms\\n ✓ shows review candidates without technical user-mode fields 633ms\\n ✓ src/pages/BudgetSetupPage.test.ts (1 test) 203ms\\n ✓ src/pages/PositionAddPage.test.ts (3 tests) 500ms\\n ✓ renders a clear seven-step PrimeVue-style wizard shell before provider actions 307ms\\n ✓ src/utils/formatters.test.ts (2 tests) 21ms\\n ✓ src/pages/GlobalPrimeVueMigration.test.ts (5 tests) 228ms\\n ✓ src/api/client.test.ts (2 tests) 4ms\\n\\n Test Files 14 passed (14)\\n Tests 49 passed (49)\\n Start at 21:31:22\\n Duration 6.11s (transform 4.35s, setup 3.05s, import 7.23s, tests 10.71s, environment 15.31s)\", \"exit_code\": 0, \"error\": null}",
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"arguments": "{\"code\":\"from hermes_tools import terminal\\nfrom pathlib import Path\\nimport re\\nroot='/home/agent/.hermes/repos/FinanceManager'\\nprint(terminal('git diff --check && source ~/jarvis_runtime/finance-system/venv/bin/activate && pytest -q tests/unit/test_git_safety.py', workdir=root, timeout=180)['output'])\\npat=re.compile(r\\\"(?i)(api[_-]?key|secret|password|token|passwd)\\\\s*[:=]\\\\s*['\\\\\\\"][^'\\\\\\\"]{8,}['\\\\\\\"]\\\")\\ndiff=terminal('git diff -- . \\\":(exclude)frontend/dist\\\"', workdir=root)['output']\\nprint('diff_added_secret_scan', 'OK' if not [l for l in diff.splitlines() if l.startswith('+') and not l.startswith('+++') and pat.search(l)] else 'HITS')\\nhits=[]\\nfor p in Path(root,'frontend/dist').rglob('*'):\\n if p.is_file():\\n try: txt=p.read_text(errors='ignore')\\n except Exception: continue\\n if pat.search(txt): hits.append(str(p.relative_to(root)))\\nprint('frontend_build_secret_scan', 'OK' if not hits else 'HITS')\\nprint(terminal('git status --short --branch', workdir=root)['output'])\"}"
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"reasoning": "**Planning git workflow**\n\nI need to check the git status first to see what's changed. Then I'll review those changes before making a commit. After committing, I’ll push the updates to the repository. I should also consider a code review to ensure everything is working as intended and to catch any potential issues. It’s great to have a clear workflow—this should keep things organized and efficient!",
"reasoning_content": "**Planning git workflow**\n\nI need to check the git status first to see what's changed. Then I'll review those changes before making a commit. After committing, I’ll push the updates to the repository. I should also consider a code review to ensure everything is working as intended and to catch any potential issues. It’s great to have a clear workflow—this should keep things organized and efficient!",
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"text": "**Planning git workflow**\n\nI need to check the git status first to see what's changed. Then I'll review those changes before making a commit. After committing, I’ll push the updates to the repository. I should also consider a code review to ensure everything is working as intended and to catch any potential issues. It’s great to have a clear workflow—this should keep things organized and efficient!"
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"content": "{\"status\": \"success\", \"output\": \".............. [100%]\\n14 passed in 0.06s\\ndiff_added_secret_scan OK\\nfrontend_build_secret_scan OK\\n## feat/budget-phase-1-4...origin/feat/budget-phase-1-4\\n M frontend/src/components/AllocationBars.vue\\n M frontend/src/components/EmptyState.vue\\n M frontend/src/components/LocalDataStatus.vue\\n M frontend/src/components/PositionTable.vue\\n M frontend/src/components/SummaryCard.vue\\n M frontend/src/pages/BudgetAccountsPage.vue\\n M frontend/src/pages/BudgetCategoriesPage.vue\\n M frontend/src/pages/BudgetCategoryAssignmentPage.vue\\n M frontend/src/pages/BudgetIncomePage.vue\\n M frontend/src/pages/BudgetRulesPage.vue\\n M frontend/src/pages/BudgetSetupPage.vue\\n M frontend/src/pages/BudgetStatusPage.vue\\n M frontend/src/pages/CommandCenter.vue\\n M frontend/src/pages/GlobalPrimeVueMigration.test.ts\\n M frontend/src/pages/PositionAddPage.test.ts\\n M frontend/src/pages/PositionAddPage.vue\\n M frontend/src/style.css\\n?? docs/frontend/primevue-light-theme-guidelines.md\\n\", \"tool_calls_made\": 3, \"duration_seconds\": 1.43}",
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"arguments": "{\"goal\":\"Independent pre-commit review. Review the summarized UI contrast/wizard changes below for security or logic blockers. Return ONLY JSON with passed, security_concerns, logic_errors, suggestions, summary.\",\"context\":\"Repo /home/agent/.hermes/repos/FinanceManager. Branch feat/budget-phase-1-4. Scope: UI-only contrast/readability fix and Position hinzufügen wizard shell; no backend/domain/provider/import logic changes.\\n\\nChanges summary:\\n- Added/extended tests in GlobalPrimeVueMigration.test.ts for low-contrast user pages/components: forbids text-slate-100/200/300, text-white, text-gray-100, text-amber/cyan/emerald/rose-100, and dark surfaces bg-slate-950/900/bg-gray-900/border-slate-800/gray-800 in user pages and key shared components.\\n- Added PositionAddPage.test.ts regression asserting a seven-step wizard shell: Assettyp wählen, Suchen/manuell anlegen, Depot/Konto/Wallet, Menge/Betrag/Datum, FX/Preisstatus, Zusammenfassung prüfen, Final hinzufügen.\\n- Fixed global style.css: card/table/dialog text uses --jarvis-text; links readable; p-tag font weight; focus-visible outline.\\n- Replaced low-contrast light text and old dark-ish classes in user-facing Vue pages/components. No API calls changed.\\n- Fixed AllocationBars heading from text-slate-50 to text-slate-950 after visual browser audit found Coin-Allokation/Wallet-Allokation too faint on Crypto page.\\n- Added docs/frontend/primevue-light-theme-guidelines.md.\\n- PositionAddPage.vue adds visible seven-step wizard strip only; existing preview/confirm/provider functions untouched.\\n\\nVerification already run:\\n- Python compile + backend pytest: 404 passed.\\n- Frontend full vitest: 49 passed.\\n- npm run build: OK.\\n- git diff --check: OK.\\n- Git-Safety: 14 passed.\\n- diff added secret scan: OK.\\n- frontend build secret scan: OK.\\n- Browser sanity: /, /crypto, /portfolio, /equity, /positions/add, /wallets, budget routes all HTTP 200; browser console on /crypto and /positions/add no JS errors. Vision audit confirms Crypto allocation headings/table readable after fix.\\n\\nCheck for accidental secrets, unsafe external calls, broken actions, or suspicious UI logic regressions.\",\"toolsets\":[\"terminal\"]}"
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"content": "{\"results\": [{\"task_index\": 0, \"status\": \"completed\", \"summary\": \"{\\n \\\"passed\\\": false,\\n \\\"security_concerns\\\": [],\\n \\\"logic_errors\\\": [\\n \\\"Potential UI/readability regression in frontend/src/pages/BudgetSetupPage.vue: metric cards still use a dark translucent background `background: rgb(15 23 42 / .75)`, but the metric value text was changed from white to dark `#172033`. The five dashboard metric values at lines 15-19 are likely low-contrast/unreadable after this change.\\\",\\n \\\"The new contrast regression tests only scan Tailwind class names and miss scoped raw CSS color/background combinations. As a result, the BudgetSetupPage metric regression and similar raw CSS low-contrast button styles are not covered by the added tests.\\\"\\n ],\\n \\\"suggestions\\\": [\\n \\\"Fix BudgetSetupPage metric cards by either making `.metric` a light surface or keeping `.metric strong` light on the existing dark surface.\\\",\\n \\\"Extend the contrast regression coverage to include scoped CSS raw color patterns, or migrate the remaining scoped button/metric styles to shared light-theme components/classes.\\\",\\n \\\"Review remaining scoped styles with light text colors such as `rgb(207 250 254)`, `rgb(203 213 225)`, `rgb(254 202 202)`, and `rgb(167 243 208)` on user-facing budget pages; several buttons may still be low contrast on light backgrounds.\\\"\\n ],\\n \\\"summary\\\": \\\"Reviewed the working diff for the UI contrast and Position hinzufügen wizard shell changes. Ran targeted Vitest coverage for PositionAddPage and GlobalPrimeVueMigration; both passed. Checked added diff for obvious secrets, unsafe external calls, storage/HTML injection patterns, and API-call changes; none found. No files were created or modified during review. Main blocker found is a UI contrast regression in BudgetSetupPage scoped CSS where dark text is now rendered on a dark metric-card background, and the new tests do not catch raw CSS contrast issues.\\\"\\n}\", \"api_calls\": 14, \"duration_seconds\": 105.7, \"model\": \"gpt-5.5\", \"exit_reason\": \"completed\", \"tokens\": {\"input\": 257936, \"output\": 2720}, \"tool_trace\": [{\"tool\": \"terminal\", \"args_bytes\": 143, \"result_bytes\": 2036, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 340, \"result_bytes\": 12080, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 141, \"result_bytes\": 38519, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 537, \"result_bytes\": 45, \"status\": \"error\"}, {\"tool\": \"terminal\", \"args_bytes\": 551, \"result_bytes\": 45, \"status\": \"error\"}, {\"tool\": \"terminal\", \"args_bytes\": 165, \"result_bytes\": 757, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 215, \"result_bytes\": 2595, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 256, \"result_bytes\": 6072, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 247, \"result_bytes\": 3387, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 167, \"result_bytes\": 544, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 223, \"result_bytes\": 2615, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 515, \"result_bytes\": 2394, \"status\": \"ok\"}, {\"tool\": \"terminal\", \"args_bytes\": 381, \"result_bytes\": 939, \"status\": \"ok\"}]}], \"total_duration_seconds\": 105.76}",
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"reasoning": "**Fixing the budget setup**\n\nI need to address the BudgetSetup metric, focusing on the raw CSS and the tests involved. I'll start by reading the relevant file. Understanding how everything is structured should help me identify any issues that need fixing. It's important to make sure that both the CSS and tests align properly to ensure everything works smoothly. I wonder what specific problems I'll uncover as I dig deeper into this!",
"reasoning_content": "**Fixing the budget setup**\n\nI need to address the BudgetSetup metric, focusing on the raw CSS and the tests involved. I'll start by reading the relevant file. Understanding how everything is structured should help me identify any issues that need fixing. It's important to make sure that both the CSS and tests align properly to ensure everything works smoothly. I wonder what specific problems I'll uncover as I dig deeper into this!",
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"text": "**Fixing the budget setup**\n\nI need to address the BudgetSetup metric, focusing on the raw CSS and the tests involved. I'll start by reading the relevant file. Understanding how everything is structured should help me identify any issues that need fixing. It's important to make sure that both the CSS and tests align properly to ensure everything works smoothly. I wonder what specific problems I'll uncover as I dig deeper into this!"
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},
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"content": "{\"content\": \" 1|\\n 2| \\n 3| \\n 4|
Review → Preview → Confirm → Audit
\\n 5|
Budget aus Excel übernehmen · Budget Setup
\\n 6|
Kontrollierte Übernahme des Budget-Seed 2026. Keine VISA-/Migros-/Cumulus-Imports, keine Rule Engine, keine Duplicate Engine. Bearbeiten erfolgt über Preview/Statuswechsel.
\\n 7| \\n 8|\\n 9| \\n 10|
\\n 11|
Seed Review Status
Beträge dürfen lokal sichtbar sein; Berichte bleiben aggregiert.
Erkannter Grund: {{ item.notes || 'Struktur nicht eindeutig' }}
\\n 45|
Vorschlag: Nicht automatisch übernehmen, weil Kategorie/Planlogik oder Betrag nicht eindeutig genug erkannt wurde.
\\n 46|
\\n 47| \\n 48| \\n 49| \\n 50| \\n 51| \\n 52|
\\n 53|
\\n 54| \\n 55|
\\n 56| \\n 57| \\n 58|\\n 59|\\n 60|\\n 130|\\n 131|\\n 134|\", \"total_lines\": 133, \"file_size\": 11870, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"finish_reason": "tool_calls",
"reasoning": "**Fixing CSS patterns**\n\nI need to fix the CSS and add test raw patterns, particularly for a global test that checks for dark backgrounds. Should I include this in the file list? It looks like it wasn’t in primePages before. I see that BudgetSetup is included, but I’m only testing class names. I should also add the raw regex for specific colors like rgb(15, 23, 42) and lighter RGB values. If there’s a test fail, I need to address that since the existing raw has issues.",
"reasoning_content": "**Fixing CSS patterns**\n\nI need to fix the CSS and add test raw patterns, particularly for a global test that checks for dark backgrounds. Should I include this in the file list? It looks like it wasn’t in primePages before. I see that BudgetSetup is included, but I’m only testing class names. I should also add the raw regex for specific colors like rgb(15, 23, 42) and lighter RGB values. If there’s a test fail, I need to address that since the existing raw has issues.",
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{
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"text": "**Fixing CSS patterns**\n\nI need to fix the CSS and add test raw patterns, particularly for a global test that checks for dark backgrounds. Should I include this in the file list? It looks like it wasn’t in primePages before. I see that BudgetSetup is included, but I’m only testing class names. I should also add the raw regex for specific colors like rgb(15, 23, 42) and lighter RGB values. If there’s a test fail, I need to address that since the existing raw has issues."
}
]
}
]
},
{
"role": "tool",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/GlobalPrimeVueMigration.test.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/GlobalPrimeVueMigration.test.ts\\n@@ -65,6 +65,7 @@\\n \\n const lowContrastClasses = /text-slate-100|text-slate-200|text-slate-300|text-white|text-gray-100|text-amber-100|text-cyan-100|text-emerald-100|text-rose-100/\\n const darkSurfaceClasses = /bg-slate-950|bg-slate-900|bg-gray-900|border-slate-800|border-gray-800/\\n+const rawLowContrastStyles = /rgb\\\\(15 23 42|rgb\\\\(207 250 254\\\\)|rgb\\\\(203 213 225\\\\)|rgb\\\\(254 202 202\\\\)|rgb\\\\(167 243 208\\\\)/\\n \\n describe('Global PrimeVue migration v1', () => {\\n it('uses a light app shell and user navigation without terminal-dark classes', () => {\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/GlobalPrimeVueMigration.test.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}",
"tool_call_id": "call_JwbrtKC0CVvczQM1wBsKVHBE"
},
{
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"content": "",
"tool_calls": [
{
"id": "call_UdRxxq7ae82wzcntNRLbemHy",
"call_id": "call_UdRxxq7ae82wzcntNRLbemHy",
"response_item_id": "fc_0aa8a96048e7933e016a0a1828114481918104b4d3487edcc7",
"type": "function",
"function": {
"name": "patch",
"arguments": "{\"mode\":\"replace\",\"new_string\":\" it('removes low-contrast light text from user pages and shared finance components', () => {\\n for (const file of [...primePages, ...contrastSensitiveComponents]) {\\n expect(read(file), file).not.toMatch(lowContrastClasses)\\n expect(read(file), file).not.toMatch(rawLowContrastStyles)\\n }\\n })\",\"old_string\":\" it('removes low-contrast light text from user pages and shared finance components', () => {\\n for (const file of [...primePages, ...contrastSensitiveComponents]) {\\n expect(read(file), file).not.toMatch(lowContrastClasses)\\n }\\n })\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/GlobalPrimeVueMigration.test.ts\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/GlobalPrimeVueMigration.test.ts\\n+++ b//home/agent/.hermes/repos/FinanceManager/frontend/src/pages/GlobalPrimeVueMigration.test.ts\\n@@ -108,6 +108,7 @@\\n it('removes low-contrast light text from user pages and shared finance components', () => {\\n for (const file of [...primePages, ...contrastSensitiveComponents]) {\\n expect(read(file), file).not.toMatch(lowContrastClasses)\\n+ expect(read(file), file).not.toMatch(rawLowContrastStyles)\\n }\\n })\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/GlobalPrimeVueMigration.test.ts\"], \"lint\": {\"status\": \"skipped\", \"message\": \"npx not usable: This is not the tsc command you are looking for\"}}",
"tool_call_id": "call_UdRxxq7ae82wzcntNRLbemHy"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_KUZm07gvoc1SINrXmrFZyWK3",
"call_id": "call_KUZm07gvoc1SINrXmrFZyWK3",
"response_item_id": "fc_0aa8a96048e7933e016a0a1833ca348191889125eabef8800d",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"npm test -- GlobalPrimeVueMigration --run\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager/frontend\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom GlobalPrimeVueMigration --run\\n\\n\\n RUN v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\n ❯ src/pages/GlobalPrimeVueMigration.test.ts (5 tests | 1 failed) 200ms\\n ✓ uses a light app shell and user navigation without terminal-dark classes 2ms\\n ✓ provides reusable shared PrimeVue UI building blocks 192ms\\n ✓ lazy-loads dashboard routes to keep PrimeVue/Chart chunks route scoped 0ms\\n ✓ removes old dark user-dashboard styling from migrated user pages 1ms\\n × removes low-contrast light text from user pages and shared finance components 4ms\\n\\n⎯⎯⎯⎯⎯⎯⎯ Failed Tests 1 ⎯⎯⎯⎯⎯⎯⎯\\n\\n FAIL src/pages/GlobalPrimeVueMigration.test.ts > Global PrimeVue migration v1 > removes low-contrast light text from user pages and shared finance components\\nAssertionError: pages/BudgetCategoriesPage.vue: expected '\\\\n \\n \\n \\n
Keine automatische Zusammenführung. Preview zeigt mögliche Dopplungen.
\\n
{{ mergePreview.summary }}
Ziel: {{ s.target_name }}
Quellen: {{ s.source_names.join(', ') }}
Keine exakten Dopplungen gefunden.
\\n \\n \\n\\n\\n\\n\\\"\\n\\n ❯ src/pages/GlobalPrimeVueMigration.test.ts:111:36\\n 109| for (const file of [...primePages, ...contrastSensitiveComponents]…\\n 110| expect(read(file), file).not.toMatch(lowContrastClasses)\\n 111| expect(read(file), file).not.toMatch(rawLowContrastStyles)\\n | ^\\n 112| }\\n 113| })\\n\\n⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯[1/1]⎯\\n\\n\\n Test Files 1 failed (1)\\n Tests 1 failed | 4 passed (5)\\n Start at 21:34:13\\n Duration 1.31s (transform 231ms, setup 131ms, import 304ms, tests 200ms, environment 562ms)\", \"exit_code\": 1, \"error\": null}",
"tool_call_id": "call_KUZm07gvoc1SINrXmrFZyWK3"
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"content": "",
"tool_calls": [
{
"id": "call_jbkz9Rpro1iGfePWFHCbs0F1",
"call_id": "call_jbkz9Rpro1iGfePWFHCbs0F1",
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"arguments": "{\"code\":\"from pathlib import Path\\nroot=Path('/home/agent/.hermes/repos/FinanceManager/frontend/src')\\nrepls={\\n'rgb(15 23 42 / .75)':'#ffffff',\\n'rgb(207 250 254)':'#0e7490',\\n'rgb(203 213 225)':'#475569',\\n'rgb(254 202 202)':'#b91c1c',\\n'rgb(167 243 208)':'#047857',\\n'bg-emerald-950/30':'bg-emerald-50',\\n'bg-emerald-950/10':'bg-emerald-50',\\n'bg-cyan-950/10':'bg-cyan-50',\\n'text-emerald-200':'text-emerald-800',\\n'text-amber-200':'text-amber-800',\\n'text-cyan-50':'text-cyan-800',\\n'text-amber-50':'text-amber-800',\\n}\\nfor p in root.rglob('*.vue'):\\n s=p.read_text()\\n for a,b in repls.items(): s=s.replace(a,b)\\n p.write_text(s)\\nprint('raw contrast fixes')\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Fixing CSS Styles**\n\nI need to make a lot of raw fixes. I’ll use broad CSS replacements within the scoped style. For example, I’m thinking about replacing rgb(203...) with #475569 and rgb(207...) with #0e7490, which seems appropriate. For danger colors, I might use #b91c1c and perhaps emerald. I’ll also look into background colors like bg-emerald-950. It feels like I should test only the raw styles and execute these changes efficiently.",
"reasoning_content": "**Fixing CSS Styles**\n\nI need to make a lot of raw fixes. I’ll use broad CSS replacements within the scoped style. For example, I’m thinking about replacing rgb(203...) with #475569 and rgb(207...) with #0e7490, which seems appropriate. For danger colors, I might use #b91c1c and perhaps emerald. I’ll also look into background colors like bg-emerald-950. It feels like I should test only the raw styles and execute these changes efficiently.",
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"id": "rs_0aa8a96048e7933e016a0a183b95b88191a4aac27865df111d",
"summary": [
{
"type": "summary_text",
"text": "**Fixing CSS Styles**\n\nI need to make a lot of raw fixes. I’ll use broad CSS replacements within the scoped style. For example, I’m thinking about replacing rgb(203...) with #475569 and rgb(207...) with #0e7490, which seems appropriate. For danger colors, I might use #b91c1c and perhaps emerald. I’ll also look into background colors like bg-emerald-950. It feels like I should test only the raw styles and execute these changes efficiently."
}
]
}
]
},
{
"role": "tool",
"content": "{\"status\": \"success\", \"output\": \"raw contrast fixes\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 0.23}",
"tool_call_id": "call_jbkz9Rpro1iGfePWFHCbs0F1"
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{
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"content": "",
"tool_calls": [
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"arguments": "{\"command\":\"npm test -- GlobalPrimeVueMigration --run\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager/frontend\"}"
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{
"role": "tool",
"content": "{\"output\": \"> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom GlobalPrimeVueMigration --run\\n\\n\\n RUN v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\n ✓ src/pages/GlobalPrimeVueMigration.test.ts (5 tests) 209ms\\n\\n Test Files 1 passed (1)\\n Tests 5 passed (5)\\n Start at 21:34:34\\n Duration 1.37s (transform 247ms, setup 132ms, import 325ms, tests 209ms, environment 579ms)\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_ZFRROMq1sV9kShdEQqdkCxgy"
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"tool_calls": [
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"reasoning": "**Evaluating tests and builds**\n\nI need to rerun the tests and builds and perform scans. It's probably important to ensure everything is functioning correctly. I want to double-check and confirm that everything runs smoothly without any hiccups. It's easy to overlook things, and I want to make sure that I cover all my bases before moving forward. Let's get this sorted to avoid any future issues!",
"reasoning_content": "**Evaluating tests and builds**\n\nI need to rerun the tests and builds and perform scans. It's probably important to ensure everything is functioning correctly. I want to double-check and confirm that everything runs smoothly without any hiccups. It's easy to overlook things, and I want to make sure that I cover all my bases before moving forward. Let's get this sorted to avoid any future issues!",
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"id": "rs_0aa8a96048e7933e016a0a184fdb208191a500caffef5a9633",
"summary": [
{
"type": "summary_text",
"text": "**Evaluating tests and builds**\n\nI need to rerun the tests and builds and perform scans. It's probably important to ensure everything is functioning correctly. I want to double-check and confirm that everything runs smoothly without any hiccups. It's easy to overlook things, and I want to make sure that I cover all my bases before moving forward. Let's get this sorted to avoid any future issues!"
}
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}
]
},
{
"role": "tool",
"content": "{\"output\": \"> jarvis-finance-dashboard-vue@0.0.0 test\\n> vitest run --environment jsdom --run\\n\\n\\n RUN v4.1.6 /home/agent/.hermes/repos/FinanceManager/frontend\\n\\n ✓ src/pages/CommandCenter.test.ts (2 tests) 275ms\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > uses mobile-safe layout shell padding and bottom nav space\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n at \\n at \\n\\n ✓ src/pages/ReadOnlySurfaces.test.ts (4 tests) 612ms\\n ✓ src/pages/VueCockpitV11.test.ts (6 tests) 795ms\\n ✓ supports equity search, visible Zusammenfassung prüfen review and final confirm 312ms\\nstderr | src/pages/BudgetPhase1.test.ts > Budget Phase 1 Vue UI > renders transactions workflow and confirms via API after preview summary\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n at \\n at \\n\\n ✓ src/pages/BudgetAnalyticsDashboardV2.test.ts (3 tests) 1307ms\\n ✓ renders Budget Übersicht as monthly cockpit, not category status table 680ms\\n ✓ renders Budget vs Ist as analysis page with distinct charts and top deviations 512ms\\nstderr | src/pages/MobileUx.test.ts > Vue mobile UX v1 > renders mobile expense cards and non-clickable coming-soon receipt hints\\n[Vue warn]: injection \\\"Symbol(route location)\\\" not found. \\n at \\n at \\n\\n ✓ src/pages/MobileUx.test.ts (5 tests) 1582ms\\n ✓ renders mobile expense cards and non-clickable coming-soon receipt hints 768ms\\n ✓ src/pages/BudgetPhase1.test.ts (5 tests) 1716ms\\n ✓ renders Budget Overview with current month KPIs and latest transactions 588ms\\n ✓ renders transactions workflow and confirms via API after preview summary 661ms\\n ✓ src/pages/CryptoPage.test.ts (2 tests) 570ms\\n ✓ auto-loads crypto positions and opens detail drawer from a row click 360ms\\nstderr | src/App.test.ts > App > renders the user dashboard shell\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/positions/add\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/status\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/yearly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/plans\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/setup\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/review\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/expenses/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/portfolio\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/budget-vs-actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/income/actual\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/analysis/monthly\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/categories\\\"\\n[Vue Router warn]: No match found for location with path \\\"/planning/budget/accounts\\\"\\n[Vue Router warn]: No match found for location with path \\\"/crypto\\\"\\n[Vue Router warn]: No match found for location with path \\\"/reports\\\"\\n[Vue Router warn]: No match found for location with path \\\"/wallets\\\"\\n[Vue Router warn]: No match found for location with path \\\"/equity\\\"\\n\\n ✓ src/App.test.ts (1 test) 223ms\\n ✓ src/pages/PositionAddPage.test.ts (3 tests) 471ms\\n ✓ src/pages/BudgetUxV2.test.ts (8 tests) 2810ms\\n ✓ shows clean Budget, Transaktionen, Analyse and Setup navigation groups without duplicate review pages 328ms\\n ✓ renders effective expenses as date-grouped confirmed transaction list with month controls and audit drawer 1043ms\\n ✓ shows review candidates without technical user-mode fields 692ms\\n ✓ src/utils/formatters.test.ts (2 tests) 18ms\\n ✓ src/pages/BudgetSetupPage.test.ts (1 test) 131ms\\n ✓ src/pages/GlobalPrimeVueMigration.test.ts (5 tests) 221ms\\n ✓ src/api/client.test.ts (2 tests) 4ms\\n\\n Test Files 14 passed (14)\\n Tests 49 passed (49)\\n Start at 21:34:44\\n Duration 5.88s (transform 4.27s, setup 3.14s, import 6.59s, tests 10.73s, environment 14.72s)\\n\\n\\n> jarvis-finance-dashboard-vue@0.0.0 build\\n> vue-tsc -b && vite build\\n\\nvite v8.0.13 building client environment for production...\\n\\rtransforming...✓ 334 modules transformed.\\nrendering chunks...\\ncomputing gzip size...\\ndist/index.html 0.36 kB │ gzip: 0.27 kB\\ndist/assets/primeicons-C6QP2o4f.woff2 35.14 kB\\ndist/assets/primeicons-MpK4pl85.ttf 84.98 kB\\ndist/assets/primeicons-WjwUDZjB.woff 85.05 kB\\ndist/assets/primeicons-DMOk5skT.eot 85.15 kB\\ndist/assets/primeicons-Dr5RGzOO.svg 342.52 kB │ gzip: 108.35 kB\\ndist/assets/BudgetStatusPage-DWraoy_S.css 0.12 kB │ gzip: 0.12 kB\\ndist/assets/BudgetAccountsPage-CvvWTfDA.css 0.25 kB │ gzip: 0.16 kB\\ndist/assets/BudgetRulesPage-CjSBBHPQ.css 0.43 kB │ gzip: 0.22 kB\\ndist/assets/BudgetCategoriesPage-BckUf4Yg.css 0.45 kB │ gzip: 0.23 kB\\ndist/assets/BudgetSetupPage-DnHS5HVt.css 0.64 kB │ gzip: 0.30 kB\\ndist/assets/index-DbK_2Wx4.css 36.42 kB │ gzip: 8.68 kB\\ndist/assets/portfolio-CkCOqPpv.js 0.09 kB │ gzip: 0.11 kB\\ndist/assets/cash-CA5QHu9z.js 0.33 kB │ gzip: 0.20 kB\\ndist/assets/MoneyValue-QCHAvPNz.js 0.35 kB │ gzip: 0.27 kB\\ndist/assets/formatters-D_tPUks8.js 0.42 kB │ gzip: 0.28 kB\\ndist/assets/crypto-C2lHoKWk.js 0.46 kB │ gzip: 0.23 kB\\ndist/assets/positions-DJO0QIp5.js 0.70 kB │ gzip: 0.27 kB\\ndist/assets/RoadmapPage-BNC5cJhS.js 0.76 kB │ gzip: 0.48 kB\\ndist/assets/client-AtdCOgWe.js 0.83 kB │ gzip: 0.45 kB\\ndist/assets/SummaryCard-DcxlgiVV.js 0.99 kB │ gzip: 0.57 kB\\ndist/assets/LoadActionBar-DY0UHYYl.js 1.02 kB │ gzip: 0.62 kB\\ndist/assets/DetailDrawer-BG_-aq_E.js 1.14 kB │ gzip: 0.70 kB\\ndist/assets/auto-BMmIrUeF.js 1.19 kB │ gzip: 0.58 kB\\ndist/assets/SparklineChart-CMDEDQwa.js 1.20 kB │ gzip: 0.73 kB\\ndist/assets/SectionCard-BpFmGExj.js 1.24 kB │ gzip: 0.62 kB\\ndist/assets/toolbar-CZ1NYe6L.js 1.39 kB │ gzip: 0.61 kB\\ndist/assets/runtime-BoFp7uqw.js 1.45 kB │ gzip: 0.80 kB\\ndist/assets/AllocationBars-kwAtojTr.js 1.54 kB │ gzip: 0.82 kB\\ndist/assets/ReportsPage-BS7BlPL_.js 1.83 kB │ gzip: 1.02 kB\\ndist/assets/LocalDataStatus-Cp0NBFD6.js 2.13 kB │ gzip: 1.06 kB\\ndist/assets/BudgetAccountsPage-DFzaZyyx.js 2.77 kB │ gzip: 1.20 kB\\ndist/assets/chart-B1tqnE5X.js 3.37 kB │ gzip: 1.46 kB\\ndist/assets/budget-D9cJtocG.js 3.67 kB │ gzip: 1.08 kB\\ndist/assets/BudgetRulesPage-wng3E_Lq.js 3.81 kB │ gzip: 1.62 kB\\ndist/assets/PortfolioPage-C4Gp1Tsd.js 4.08 kB │ gzip: 1.73 kB\\ndist/assets/CategoryAnalysisPage-Dj3vKMBw.js 4.10 kB │ gzip: 1.79 kB\\ndist/assets/MonthlyComparisonPage-C5Xja0MR.js 4.43 kB │ gzip: 1.88 kB\\ndist/assets/CommandCenter-Bz_xgTPi.js 5.19 kB │ gzip: 2.17 kB\\ndist/assets/WalletsPage-BYeLM1Ly.js 5.77 kB │ gzip: 2.44 kB\\ndist/assets/BudgetVsActualPage-5OBT953z.js 6.25 kB │ gzip: 2.32 kB\\ndist/assets/BudgetOverviewPage-D7dr3ycg.js 6.52 kB │ gzip: 2.59 kB\\ndist/assets/BudgetStatusPage-Dwd5mdGC.js 6.98 kB │ gzip: 2.57 kB\\ndist/assets/BudgetSetupPage-e8_-8hPR.js 8.65 kB │ gzip: 2.92 kB\\ndist/assets/EquityPage-BcJW3vQ5.js 9.98 kB │ gzip: 3.56 kB\\ndist/assets/BudgetCategoriesPage-B29FEpuq.js 10.84 kB │ gzip: 3.50 kB\\ndist/assets/CryptoPage-BYnFGcF_.js 11.50 kB │ gzip: 4.03 kB\\ndist/assets/BudgetIncomePage-DfgGg6cu.js 14.20 kB │ gzip: 4.41 kB\\ndist/assets/message-Cd65R4-W.js 14.73 kB │ gzip: 3.01 kB\\ndist/assets/PositionAddPage-B7wJddnH.js 15.25 kB │ gzip: 4.55 kB\\ndist/assets/BudgetTransactionsPage-D6g0R4h1.js 19.31 kB │ gzip: 6.19 kB\\ndist/assets/dialog-CyNshgNC.js 23.61 kB │ gzip: 7.33 kB\\ndist/assets/BudgetImportReviewPage-BhojuMz-.js 31.06 kB │ gzip: 9.24 kB\\ndist/assets/tag-BrxMBI6q.js 162.11 kB │ gzip: 34.85 kB\\ndist/assets/datatable-B-3y_unl.js 305.78 kB │ gzip: 63.23 kB\\ndist/assets/index-BjYAtfcm.js 475.99 kB │ gzip: 142.11 kB\\n\\n✓ built in 1.24s\", \"exit_code\": 0, \"error\": null}",
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"arguments": "{\"code\":\"from hermes_tools import terminal\\nfrom pathlib import Path\\nimport re\\nroot='/home/agent/.hermes/repos/FinanceManager'\\nprint(terminal('git diff --check && source ~/jarvis_runtime/finance-system/venv/bin/activate && pytest -q tests/unit/test_git_safety.py', workdir=root, timeout=180)['output'])\\npat=re.compile(r\\\"(?i)(api[_-]?key|secret|password|token|passwd)\\\\s*[:=]\\\\s*['\\\\\\\"][^'\\\\\\\"]{8,}['\\\\\\\"]\\\")\\ndiff=terminal('git diff -- . \\\":(exclude)frontend/dist\\\"', workdir=root)['output']\\nprint('diff_added_secret_scan', 'OK' if not [l for l in diff.splitlines() if l.startswith('+') and not l.startswith('+++') and pat.search(l)] else 'HITS')\\nhits=[]\\nfor p in Path(root,'frontend/dist').rglob('*'):\\n if p.is_file():\\n try: txt=p.read_text(errors='ignore')\\n except Exception: continue\\n if pat.search(txt): hits.append(str(p.relative_to(root)))\\nprint('frontend_build_secret_scan', 'OK' if not hits else 'HITS '+','.join(hits[:5]))\\nprint(terminal('git status --short --branch', workdir=root)['output'])\"}"
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"reasoning": "**Finalizing the build process**\n\nI need to perform the final scans after the build is complete. It’s important to make sure everything is functioning properly before moving on. Once that's done, I should probably do a focused review to catch any potential issues. It seems like a good way to ensure everything is up to standard. I want to be thorough so nothing slips through the cracks! Sounds like a solid plan!",
"reasoning_content": "**Finalizing the build process**\n\nI need to perform the final scans after the build is complete. It’s important to make sure everything is functioning properly before moving on. Once that's done, I should probably do a focused review to catch any potential issues. It seems like a good way to ensure everything is up to standard. I want to be thorough so nothing slips through the cracks! Sounds like a solid plan!",
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{
"type": "summary_text",
"text": "**Finalizing the build process**\n\nI need to perform the final scans after the build is complete. It’s important to make sure everything is functioning properly before moving on. Once that's done, I should probably do a focused review to catch any potential issues. It seems like a good way to ensure everything is up to standard. I want to be thorough so nothing slips through the cracks! Sounds like a solid plan!"
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},
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"content": "{\"status\": \"success\", \"output\": \".............. [100%]\\n14 passed in 0.05s\\ndiff_added_secret_scan OK\\nfrontend_build_secret_scan OK\\n## feat/budget-phase-1-4...origin/feat/budget-phase-1-4\\n M frontend/src/components/AllocationBars.vue\\n M frontend/src/components/EmptyState.vue\\n M frontend/src/components/LocalDataStatus.vue\\n M frontend/src/components/PositionTable.vue\\n M frontend/src/components/SummaryCard.vue\\n M frontend/src/pages/BudgetAccountsPage.vue\\n M frontend/src/pages/BudgetCategoriesPage.vue\\n M frontend/src/pages/BudgetCategoryAssignmentPage.vue\\n M frontend/src/pages/BudgetIncomePage.vue\\n M frontend/src/pages/BudgetRulesPage.vue\\n M frontend/src/pages/BudgetSetupPage.vue\\n M frontend/src/pages/BudgetStatusPage.vue\\n M frontend/src/pages/CommandCenter.vue\\n M frontend/src/pages/GlobalPrimeVueMigration.test.ts\\n M frontend/src/pages/PositionAddPage.test.ts\\n M frontend/src/pages/PositionAddPage.vue\\n M frontend/src/style.css\\n?? docs/frontend/primevue-light-theme-guidelines.md\\n\", \"tool_calls_made\": 3, \"duration_seconds\": 1.43}",
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"arguments": "{\"context\":\"Focused re-review after prior blocker.\\n\\nPrior reviewer blocker:\\n- BudgetSetupPage.vue had raw scoped CSS `.metric{background:rgb(15 23 42 / .75)}` and `.metric strong{color:#172033}` causing likely dark-on-dark low contrast.\\n- Contrast tests missed raw CSS color/background combinations.\\n\\nFix applied:\\n- GlobalPrimeVueMigration.test.ts now adds rawLowContrastStyles regex checking user pages/components for `rgb(15 23 42`, `rgb(207 250 254)`, `rgb(203 213 225)`, `rgb(254 202 202)`, `rgb(167 243 208)` in addition to Tailwind low-contrast classes and dark surfaces.\\n- Replaced raw scoped low-contrast styles across user Vue files: dark metric backgrounds to white/light, light cyan/slate/red/green raw text to dark readable equivalents.\\n- BudgetSetupPage metrics now light background with dark text; buttons use dark readable text.\\n\\nVerification after fix:\\n- GlobalPrimeVueMigration targeted: 5 passed.\\n- Full frontend vitest: 49 passed.\\n- npm build: OK.\\n- git diff --check: OK.\\n- Git-Safety: 14 passed.\\n- diff added secret scan: OK.\\n- frontend build secret scan: OK.\\n\\nPlease verify the previous blocker is resolved and no new security/logic blocker exists. Return only JSON.\",\"goal\":\"Focused independent review after contrast raw-CSS fix. Return ONLY JSON with passed, security_concerns, logic_errors, suggestions, summary.\",\"toolsets\":[\"terminal\"]}"
}
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"reasoning": "**Considering code updates**\n\nI need to commit my changes and push them. I’m also thinking about whether I should restart the frontend since it seems like Vite is running HMR, which might need an update. There's the backend to consider too. Maybe I should check for differences in the code with a git diff stat to see what has changed. It’s good to keep everything in sync!",
"reasoning_content": "**Considering code updates**\n\nI need to commit my changes and push them. I’m also thinking about whether I should restart the frontend since it seems like Vite is running HMR, which might need an update. There's the backend to consider too. Maybe I should check for differences in the code with a git diff stat to see what has changed. It’s good to keep everything in sync!",
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"text": "**Considering code updates**\n\nI need to commit my changes and push them. I’m also thinking about whether I should restart the frontend since it seems like Vite is running HMR, which might need an update. There's the backend to consider too. Maybe I should check for differences in the code with a git diff stat to see what has changed. It’s good to keep everything in sync!"
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"content": "{\"output\": \"frontend/src/components/AllocationBars.vue | 4 ++--\\n frontend/src/components/EmptyState.vue | 2 +-\\n frontend/src/components/LocalDataStatus.vue | 4 ++--\\n frontend/src/components/PositionTable.vue | 2 +-\\n frontend/src/components/SummaryCard.vue | 2 +-\\n frontend/src/pages/BudgetAccountsPage.vue | 2 +-\\n frontend/src/pages/BudgetCategoriesPage.vue | 14 ++++++-------\\n .../src/pages/BudgetCategoryAssignmentPage.vue | 6 +++---\\n frontend/src/pages/BudgetIncomePage.vue | 8 ++++----\\n frontend/src/pages/BudgetRulesPage.vue | 4 ++--\\n frontend/src/pages/BudgetSetupPage.vue | 8 ++++----\\n frontend/src/pages/BudgetStatusPage.vue | 8 ++++----\\n frontend/src/pages/CommandCenter.vue | 4 ++--\\n frontend/src/pages/GlobalPrimeVueMigration.test.ts | 23 +++++++++++++++++++++-\\n frontend/src/pages/PositionAddPage.test.ts | 13 ++++++++++++\\n frontend/src/pages/PositionAddPage.vue | 16 ++++++++++-----\\n frontend/src/style.css | 23 ++++++++++++++++++++++\\n 17 files changed, 103 insertions(+), 40 deletions(-)\\nA docs/frontend/primevue-light-theme-guidelines.md\\nM frontend/src/components/AllocationBars.vue\\nM frontend/src/components/EmptyState.vue\\nM frontend/src/components/LocalDataStatus.vue\\nM frontend/src/components/PositionTable.vue\\nM frontend/src/components/SummaryCard.vue\\nM frontend/src/pages/BudgetAccountsPage.vue\\nM frontend/src/pages/BudgetCategoriesPage.vue\\nM frontend/src/pages/BudgetCategoryAssignmentPage.vue\\nM frontend/src/pages/BudgetIncomePage.vue\\nM frontend/src/pages/BudgetRulesPage.vue\\nM frontend/src/pages/BudgetSetupPage.vue\\nM frontend/src/pages/BudgetStatusPage.vue\\nM frontend/src/pages/CommandCenter.vue\\nM frontend/src/pages/GlobalPrimeVueMigration.test.ts\\nM frontend/src/pages/PositionAddPage.test.ts\\nM frontend/src/pages/PositionAddPage.vue\\nM frontend/src/style.css\", \"exit_code\": 0, \"error\": null}",
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"arguments": "{\"code\":\"from hermes_tools import terminal\\nimport re\\nroot='/home/agent/.hermes/repos/FinanceManager'\\npat=re.compile(r\\\"(?i)(api[_-]?key|secret|password|token|passwd)\\\\s*[:=]\\\\s*['\\\\\\\"][^'\\\\\\\"]{8,}['\\\\\\\"]\\\")\\ndiff=terminal('git diff --cached', workdir=root)['output']\\nhits=[l for l in diff.splitlines() if l.startswith('+') and not l.startswith('+++') and pat.search(l)]\\nprint('staged_secret_scan', 'OK' if not hits else 'HITS')\\nprint(terminal('git diff --cached --check', workdir=root)['output'] or 'staged_diff_check OK')\"}"
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"content": "{\"status\": \"success\", \"output\": \"staged_secret_scan OK\\nstaged_diff_check OK\\n\", \"tool_calls_made\": 2, \"duration_seconds\": 0.83}",
"tool_call_id": "call_ZNu1vKxvSqGcuswIL3oRTkYK"
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"content": "{\"output\": \"[feat/budget-phase-1-4 d54a01d] fix: improve PrimeVue light contrast\\n 18 files changed, 169 insertions(+), 40 deletions(-)\\n create mode 100644 docs/frontend/primevue-light-theme-guidelines.md\", \"exit_code\": 0, \"error\": null}",
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"arguments": "{\"code\":\"from pathlib import Path\\nimport re, subprocess\\nroot='/home/agent/.hermes/repos/FinanceManager'\\ntext=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').read_text()\\ntoken=re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9_]+)', text).group(1)\\nremote='https://x-access-token:'+token+'@github.com/Gamexgit/FinanceManager.git'\\nfor args in [ ['git','push',remote,'feat/budget-phase-1-4'], ['git','ls-remote',remote,'refs/heads/feat/budget-phase-1-4'], ['git','fetch',remote,'feat/budget-phase-1-4:refs/remotes/origin/feat/budget-phase-1-4'] ]:\\n res=subprocess.run(args,cwd=root,text=True,capture_output=True,timeout=180)\\n print(args[1], 'exit', res.returncode)\\n print((res.stdout+res.stderr).replace(token,'[REDACTED]'))\\n if res.returncode: raise SystemExit(res.returncode)\\nres=subprocess.run(['git','rev-parse','HEAD','origin/feat/budget-phase-1-4'],cwd=root,text=True,capture_output=True)\\nprint(res.stdout)\\nres=subprocess.run(['git','status','--short','--branch'],cwd=root,text=True,capture_output=True)\\nprint(res.stdout)\"}"
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"content": "{\"status\": \"success\", \"output\": \"push exit 0\\nTo https://github.com/Gamexgit/FinanceManager.git\\n 42e5bb2..d54a01d feat/budget-phase-1-4 -> feat/budget-phase-1-4\\n\\nls-remote exit 0\\nd54a01d6691317217cf9e677d3e0536f668996c5\\trefs/heads/feat/budget-phase-1-4\\n\\nfetch exit 0\\nVon https://github.com/Gamexgit/FinanceManager\\n 42e5bb2..d54a01d feat/budget-phase-1-4 -> origin/feat/budget-phase-1-4\\n\\nd54a01d6691317217cf9e677d3e0536f668996c5\\nd54a01d6691317217cf9e677d3e0536f668996c5\\n\\n## feat/budget-phase-1-4...origin/feat/budget-phase-1-4\\n\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 3.03}",
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"content": "{\"todos\": [{\"id\": \"c1\", \"content\": \"Branch-/Clean-/Runtime-Status prüfen und User-Dashboard-Kontrast-Audit durchführen\", \"status\": \"completed\"}, {\"id\": \"c2\", \"content\": \"RED-Tests für verbotene Dark-/Low-Contrast-Klassen, Seitenlesbarkeit und Badges ergänzen\", \"status\": \"completed\"}, {\"id\": \"c3\", \"content\": \"Globale Theme Tokens/Styles und User-Seiten-Kontrast zentral korrigieren\", \"status\": \"completed\"}, {\"id\": \"c4\", \"content\": \"Style-Guide docs/frontend/primevue-light-theme-guidelines.md erstellen\", \"status\": \"completed\"}, {\"id\": \"c5\", \"content\": \"Position hinzufügen v2 als PrimeVue/Wizard-UI verbessern, ohne neue Fachlogik\", \"status\": \"completed\"}, {\"id\": \"c6\", \"content\": \"Optional: Detail-Actions/Budgetcharts optisch konsolidieren soweit sicher\", \"status\": \"cancelled\"}, {\"id\": \"c7\", \"content\": \"Full Verification inkl. Browser Sanity, Secret Scans, Git-Safety\", \"status\": \"completed\"}, {\"id\": \"c8\", \"content\": \"Commit, Push, Remote-Hash und Abschlussbericht\", \"status\": \"completed\"}], \"summary\": {\"total\": 8, \"pending\": 0, \"in_progress\": 0, \"completed\": 7, \"cancelled\": 1}}",
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"content": "## PrimeVue UI Contrast Fix & Feature Continuation Sprint abgeschlossen, Sir.\n\n**Branch:** `feat/budget-phase-1-4` \n**Commit:** `d54a01d6691317217cf9e677d3e0536f668996c5` \n**Commit Message:** `fix: improve PrimeVue light contrast` \n**Push-Status:** Ja, erfolgreich. \n**Remote-Hash:** Match mit lokalem `HEAD`.\n\n## Ergebnis nach Checkliste\n\n- **Contrast Audit durchgeführt:** Ja \n Geprüft wurden User-Dashboard-Seiten und Shared Components auf alte Dark-/Low-Contrast-Klassen sowie raw scoped CSS-Farben.\n\n- **Globale Theme Tokens korrigiert:** Ja \n `frontend/src/style.css` erweitert:\n - Card/Text-Farben\n - Table Text/Header\n - Dialog Text\n - Link Text\n - Badge/Tag Lesbarkeit\n - Fokuszustände via `focus-visible`\n - Button/Interaktionskontrast\n\n- **Crypto lesbar:** Ja \n Zusätzlich per Browser/Vision geprüft. Der konkrete Bug bei **Coin-Allokation / Wallet-Allokation** war `text-slate-50` auf heller Karte. Gefixt auf dunkle Textfarbe.\n\n- **Portfolio lesbar:** Ja \n Shared Allocation/KPI/Empty-State-Kontrast korrigiert.\n\n- **Aktien & ETFs lesbar:** Ja \n Position Table und Status-/Detailtexte auf lesbare Light-Theme-Farben gehoben.\n\n- **Position hinzufügen lesbar:** Ja \n Such-/Review-/Warn-/Confirm-Bereiche kontrastreicher; keine API-Key-/Provider-Änderung.\n\n- **Alte Dark-UI-Klassen aus User Mode entfernt:** Ja \n Test scannt jetzt u. a.:\n - `bg-slate-950`\n - `bg-slate-900`\n - `bg-gray-900`\n - `text-slate-100`\n - `text-slate-200`\n - `text-slate-300`\n - `text-white`\n - `text-gray-100`\n - `border-slate-800`\n - `border-gray-800`\n\n- **Raw scoped CSS-Kontrastfehler ebenfalls abgedeckt:** Ja \n Nach Code-Review-Fund erweitert. Der Test erkennt jetzt auch kritische raw CSS-Farben wie dunkle `rgb(15 23 42...)`-Flächen und helle Textfarben aus alten Dark-Styles.\n\n- **Style-Guide dokumentiert:** Ja \n Neu: `docs/frontend/primevue-light-theme-guidelines.md`\n\n- **Position hinzufügen Stepper/Wizard verbessert:** Ja \n `PositionAddPage.vue` hat jetzt eine klare 7-Schritt-Wizard-Leiste:\n 1. Assettyp wählen\n 2. Suchen / manuell anlegen\n 3. Depot/Konto/Wallet wählen\n 4. Menge/Betrag/Datum\n 5. FX/Preisstatus\n 6. Zusammenfassung prüfen\n 7. Final hinzufügen\n\n Wichtig: bestehende Preview/Confirm/Audit-Logik wurde nicht verändert.\n\n- **Detail-Actions verbessert:** Nein \n Bewusst nicht umgesetzt in diesem Sprint. Contrast-Fix war Pflicht; keine Fake-Buttons und keine unfertigen Portfolio/Crypto/Cash-Actions.\n\n- **Budgetcharts optisch verbessert:** Teilweise \n Grundkontrast und globale Chart-/Panel-Guidelines dokumentiert; keine neuen Analytics-Features gebaut.\n\n## Wichtiger Review-Fund und Fix\n\nEin unabhängiger Pre-Commit-Review fand noch einen echten Kontrastfehler:\n\n- `BudgetSetupPage.vue` hatte dunkle raw CSS-Metric-Karten mit dunklem Text nach der ersten Kontrastkorrektur.\n- Danach gefixt:\n - Metrics auf helle Fläche\n - Text dunkel lesbar\n - Tests erweitert, damit raw CSS-Kontrastfehler nicht wieder durchrutschen.\n\nFocused Review danach: **passed**, keine Security-/Logic-Blocker.\n\n## Tests / Verifikation\n\n- **Python compile:** OK\n- **Backend pytest:** OK — `404 passed`\n- **Frontend Vitest:** OK — `49 passed`\n- **Frontend build:** OK\n- **Source / diff Secret Scan:** OK\n- **Frontend Build Secret Scan:** OK\n- **Git-Safety:** OK — `14 passed`\n- **git diff --check:** OK\n- **Independent code review:** OK nach Fix\n\n## Browser Sanity\n\nGeprüfte Routen via Tailscale/Vite:\n\n- `/` → `200`\n- `/crypto` → `200`\n- `/portfolio` → `200`\n- `/equity` → `200`\n- `/positions/add` → `200`\n- `/wallets` → `200`\n- `/planning/budget` → `200`\n- `/planning/budget/expenses/actual` → `200`\n- `/planning/budget/expenses/review` → `200`\n- `/planning/budget/analysis/budget-vs-actual` → `200`\n- `/planning/budget/analysis/categories` → `200`\n- `/planning/budget/analysis/monthly` → `200`\n\nBrowser-Konsole geprüft auf:\n\n- `/crypto`: keine JS-Fehler\n- `/positions/add`: keine JS-Fehler\n\nVisuelle Prüfung Crypto nach Fix: Allocation-Headings, Tabelle und Werte lesbar.\n\n## Sicherheit / Scope\n\nNicht gebaut:\n\n- keine neuen Provider\n- keine neuen Importquellen\n- keine OCR/Kamera\n- keine Merchant Engine\n- keine Rule Engine\n- keine Runtime-DB im Git\n- keine echten Daten im Repo\n- keine API-Keys im Frontend\n- keine Fachlogikänderung an Provider-/Import-/Portfolio-Backend\n\n## Offene Grenzen\n\n- Detail-Actions für Aktien/ETF, Crypto und Cash bleiben für einen separaten Sprint.\n- Budgetcharts wurden nicht tief redesign’t; nur Theme-/Kontrastgrundlagen wurden stabilisiert.\n- Die neuen Kontrasttests sind pattern-basiert, keine vollständige WCAG-Messmaschine. Aber sie fangen die konkreten Dark-/Light-Theme-Fallen nun deutlich besser ab.\n\nKurzfassung: **Lesbarkeit repariert, zentrale Theme-Basis gehärtet, Crypto/Portfolio/Aktien/Position hinzufügen wieder deutlich besser lesbar, Wizard für Position hinzufügen begonnen — ohne Finanzlogik oder Datenpipeline anzufassen.**",
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"reasoning_content": "**Finalizing presentation details**\n\nI need to create a final, concise presentation that includes the requested bullet points. I should mention the details I've skipped, like action items and budget charts, even though they're outside the scope and timeline. It might be helpful to contrast priorities to clarify focus. I'll also include browser visuals to enhance understanding. I want to ensure everything is clear and well-structured without using \"will\" in my expressions.",
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"text": "## PrimeVue UI Contrast Fix & Feature Continuation Sprint abgeschlossen, Sir.\n\n**Branch:** `feat/budget-phase-1-4` \n**Commit:** `d54a01d6691317217cf9e677d3e0536f668996c5` \n**Commit Message:** `fix: improve PrimeVue light contrast` \n**Push-Status:** Ja, erfolgreich. \n**Remote-Hash:** Match mit lokalem `HEAD`.\n\n## Ergebnis nach Checkliste\n\n- **Contrast Audit durchgeführt:** Ja \n Geprüft wurden User-Dashboard-Seiten und Shared Components auf alte Dark-/Low-Contrast-Klassen sowie raw scoped CSS-Farben.\n\n- **Globale Theme Tokens korrigiert:** Ja \n `frontend/src/style.css` erweitert:\n - Card/Text-Farben\n - Table Text/Header\n - Dialog Text\n - Link Text\n - Badge/Tag Lesbarkeit\n - Fokuszustände via `focus-visible`\n - Button/Interaktionskontrast\n\n- **Crypto lesbar:** Ja \n Zusätzlich per Browser/Vision geprüft. Der konkrete Bug bei **Coin-Allokation / Wallet-Allokation** war `text-slate-50` auf heller Karte. Gefixt auf dunkle Textfarbe.\n\n- **Portfolio lesbar:** Ja \n Shared Allocation/KPI/Empty-State-Kontrast korrigiert.\n\n- **Aktien & ETFs lesbar:** Ja \n Position Table und Status-/Detailtexte auf lesbare Light-Theme-Farben gehoben.\n\n- **Position hinzufügen lesbar:** Ja \n Such-/Review-/Warn-/Confirm-Bereiche kontrastreicher; keine API-Key-/Provider-Änderung.\n\n- **Alte Dark-UI-Klassen aus User Mode entfernt:** Ja \n Test scannt jetzt u. a.:\n - `bg-slate-950`\n - `bg-slate-900`\n - `bg-gray-900`\n - `text-slate-100`\n - `text-slate-200`\n - `text-slate-300`\n - `text-white`\n - `text-gray-100`\n - `border-slate-800`\n - `border-gray-800`\n\n- **Raw scoped CSS-Kontrastfehler ebenfalls abgedeckt:** Ja \n Nach Code-Review-Fund erweitert. Der Test erkennt jetzt auch kritische raw CSS-Farben wie dunkle `rgb(15 23 42...)`-Flächen und helle Textfarben aus alten Dark-Styles.\n\n- **Style-Guide dokumentiert:** Ja \n Neu: `docs/frontend/primevue-light-theme-guidelines.md`\n\n- **Position hinzufügen Stepper/Wizard verbessert:** Ja \n `PositionAddPage.vue` hat jetzt eine klare 7-Schritt-Wizard-Leiste:\n 1. Assettyp wählen\n 2. Suchen / manuell anlegen\n 3. Depot/Konto/Wallet wählen\n 4. Menge/Betrag/Datum\n 5. FX/Preisstatus\n 6. Zusammenfassung prüfen\n 7. Final hinzufügen\n\n Wichtig: bestehende Preview/Confirm/Audit-Logik wurde nicht verändert.\n\n- **Detail-Actions verbessert:** Nein \n Bewusst nicht umgesetzt in diesem Sprint. Contrast-Fix war Pflicht; keine Fake-Buttons und keine unfertigen Portfolio/Crypto/Cash-Actions.\n\n- **Budgetcharts optisch verbessert:** Teilweise \n Grundkontrast und globale Chart-/Panel-Guidelines dokumentiert; keine neuen Analytics-Features gebaut.\n\n## Wichtiger Review-Fund und Fix\n\nEin unabhängiger Pre-Commit-Review fand noch einen echten Kontrastfehler:\n\n- `BudgetSetupPage.vue` hatte dunkle raw CSS-Metric-Karten mit dunklem Text nach der ersten Kontrastkorrektur.\n- Danach gefixt:\n - Metrics auf helle Fläche\n - Text dunkel lesbar\n - Tests erweitert, damit raw CSS-Kontrastfehler nicht wieder durchrutschen.\n\nFocused Review danach: **passed**, keine Security-/Logic-Blocker.\n\n## Tests / Verifikation\n\n- **Python compile:** OK\n- **Backend pytest:** OK — `404 passed`\n- **Frontend Vitest:** OK — `49 passed`\n- **Frontend build:** OK\n- **Source / diff Secret Scan:** OK\n- **Frontend Build Secret Scan:** OK\n- **Git-Safety:** OK — `14 passed`\n- **git diff --check:** OK\n- **Independent code review:** OK nach Fix\n\n## Browser Sanity\n\nGeprüfte Routen via Tailscale/Vite:\n\n- `/` → `200`\n- `/crypto` → `200`\n- `/portfolio` → `200`\n- `/equity` → `200`\n- `/positions/add` → `200`\n- `/wallets` → `200`\n- `/planning/budget` → `200`\n- `/planning/budget/expenses/actual` → `200`\n- `/planning/budget/expenses/review` → `200`\n- `/planning/budget/analysis/budget-vs-actual` → `200`\n- `/planning/budget/analysis/categories` → `200`\n- `/planning/budget/analysis/monthly` → `200`\n\nBrowser-Konsole geprüft auf:\n\n- `/crypto`: keine JS-Fehler\n- `/positions/add`: keine JS-Fehler\n\nVisuelle Prüfung Crypto nach Fix: Allocation-Headings, Tabelle und Werte lesbar.\n\n## Sicherheit / Scope\n\nNicht gebaut:\n\n- keine neuen Provider\n- keine neuen Importquellen\n- keine OCR/Kamera\n- keine Merchant Engine\n- keine Rule Engine\n- keine Runtime-DB im Git\n- keine echten Daten im Repo\n- keine API-Keys im Frontend\n- keine Fachlogikänderung an Provider-/Import-/Portfolio-Backend\n\n## Offene Grenzen\n\n- Detail-Actions für Aktien/ETF, Crypto und Cash bleiben für einen separaten Sprint.\n- Budgetcharts wurden nicht tief redesign’t; nur Theme-/Kontrastgrundlagen wurden stabilisiert.\n- Die neuen Kontrasttests sind pattern-basiert, keine vollständige WCAG-Messmaschine. Aber sie fangen die konkreten Dark-/Light-Theme-Fallen nun deutlich besser ab.\n\nKurzfassung: **Lesbarkeit repariert, zentrale Theme-Basis gehärtet, Crypto/Portfolio/Aktien/Position hinzufügen wieder deutlich besser lesbar, Wizard für Position hinzufügen begonnen — ohne Finanzlogik oder Datenpipeline anzufassen.**"
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"role": "user",
"content": "[M G] [IMPORTANT: Background process proc_9481214d5944 matched watch pattern \"Local:\".\nCommand: bash -lc 'VITE_API_BASE_URL=http://100.85.29.67:5173 __VITE_ADDITIONAL_SERVER_ALLOWED_HOSTS=100.85.29.67,agent.tailbd371b.ts.net npm run dev -- --host 0.0.0.0 --port 5173'\nMatched output:\n ➜ Local: http://localhost:5173/]"
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"content": "Bestätigt, Sir.\n\nFrontend/Vite ist gestartet:\n\n- **Process:** `proc_9481214d5944`\n- **Local:** `http://localhost:5173/`\n- **Tailscale:** `http://100.85.29.67:5173/`\n- **Status:** läuft.\n\nKein zusätzlicher Handlungsbedarf.",
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"text": "Bestätigt, Sir.\n\nFrontend/Vite ist gestartet:\n\n- **Process:** `proc_9481214d5944`\n- **Local:** `http://localhost:5173/`\n- **Tailscale:** `http://100.85.29.67:5173/`\n- **Status:** läuft.\n\nKein zusätzlicher Handlungsbedarf."
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"content": "[M G] starte Backend und frontend neu"
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"content": "Verstanden, Sir — ich starte Backend und Frontend sauber neu und prüfe danach Health/Reachability.",
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"reasoning": "**Taking action on finance app**\n\nI need to take action here. The user is asking about a system or devops issue related to a finance app restart. It seems like no special skill is required for this. I'll need to access the terminal, stop any existing processes, and then start the background again. After that, I'll want to verify that everything is running smoothly. It’s essential to ensure everything functions as expected!",
"reasoning_content": "**Taking action on finance app**\n\nI need to take action here. The user is asking about a system or devops issue related to a finance app restart. It seems like no special skill is required for this. I'll need to access the terminal, stop any existing processes, and then start the background again. After that, I'll want to verify that everything is running smoothly. It’s essential to ensure everything functions as expected!",
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"text": "**Taking action on finance app**\n\nI need to take action here. The user is asking about a system or devops issue related to a finance app restart. It seems like no special skill is required for this. I'll need to access the terminal, stop any existing processes, and then start the background again. After that, I'll want to verify that everything is running smoothly. It’s essential to ensure everything functions as expected!"
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"tool_call_id": "call_JoCwmlY7EnZT9JOac8dwIQ1e"
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"content": "{\"output\": \"Background process started\", \"session_id\": \"proc_13659795aeb8\", \"pid\": 529535, \"exit_code\": 0, \"error\": null, \"watch_patterns\": [\"Application startup complete\"]}",
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{
"role": "tool",
"content": "{\"status\": \"timeout\", \"output\": \"\", \"timeout_note\": \"Waited 5s, process still running\"}",
"tool_call_id": "call_CAC0TnnF0BK8KLZgqCIlEag6"
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{
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"content": "",
"tool_calls": [
{
"id": "call_6xUcptI6blhrgwQCulsQm8Ue",
"call_id": "call_6xUcptI6blhrgwQCulsQm8Ue",
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{
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"content": "{\"session_id\": \"proc_13659795aeb8\", \"command\": \"bash -lc 'source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000'\", \"status\": \"running\", \"pid\": 529535, \"uptime_seconds\": 19, \"output_preview\": \"\"}",
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{
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"content": "{\"session_id\": \"proc_6c8f47ecd502\", \"command\": \"bash -lc 'VITE_API_BASE_URL=http://127.0.0.1:8000 __VITE_ADDITIONAL_SERVER_ALLOWED_HOSTS=100.85.29.67,agent.tailbd371b.ts.net npm run dev -- --host 0.0.0.0 --port 5173'\", \"status\": \"running\", \"pid\": 529552, \"uptime_seconds\": 21, \"output_preview\": \"\"}",
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"arguments": "{\"command\":\"for i in $(seq 1 20); do\\n backend=$(curl -s -o /dev/null -w '%{http_code}' http://127.0.0.1:8000/api/health || true)\\n frontend=$(curl -s -o /dev/null -w '%{http_code}' http://127.0.0.1:5173/ || true)\\n tailscale=$(curl -s -o /dev/null -w '%{http_code}' http://100.85.29.67:5173/ || true)\\n if [ \\\"$backend\\\" = \\\"200\\\" ] && [ \\\"$frontend\\\" = \\\"200\\\" ] && [ \\\"$tailscale\\\" = \\\"200\\\" ]; then\\n echo \\\"backend=$backend frontend_local=$frontend frontend_tailscale=$tailscale\\\"\\n ss -ltnp | grep -E ':(5173|8000)' || true\\n exit 0\\n fi\\n sleep 1\\ndone\\necho \\\"backend=$backend frontend_local=$frontend frontend_tailscale=$tailscale\\\"\\nss -ltnp | grep -E ':(5173|8000)' || true\\nexit 1\",\"timeout\":40,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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"finish_reason": "tool_calls"
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{
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"content": "{\"output\": \"backend=200 frontend_local=200 frontend_tailscale=200\\nLISTEN 0 2048 127.0.0.1:8000 0.0.0.0:* users:((\\\"uvicorn\\\",pid=529535,fd=6))\\nLISTEN 0 511 0.0.0.0:5173 0.0.0.0:* users:((\\\"node\\\",pid=529579,fd=21))\", \"exit_code\": 0, \"error\": null}",
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{
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"content": "Erledigt, Sir.\n\nBackend und Frontend wurden neu gestartet und geprüft:\n\n- **Backend/Uvicorn**\n - PID: `529535`\n - URL: `http://127.0.0.1:8000`\n - Health: `200`\n\n- **Frontend/Vite**\n - PID: `529579`\n - Lokal: `http://127.0.0.1:5173`\n - Tailscale: `http://100.85.29.67:5173`\n - Status: `200`\n\nBeide Dienste laufen sauber.",
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Erledigt, Sir.\n\nBackend und Frontend wurden neu gestartet und geprüft:\n\n- **Backend/Uvicorn**\n - PID: `529535`\n - URL: `http://127.0.0.1:8000`\n - Health: `200`\n\n- **Frontend/Vite**\n - PID: `529579`\n - Lokal: `http://127.0.0.1:5173`\n - Tailscale: `http://100.85.29.67:5173`\n - Status: `200`\n\nBeide Dienste laufen sauber."
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"id": "msg_0aa8a96048e7933e016a0a236efa74819184dc8757b7588674",
"phase": "final_answer"
}
],
"finish_reason": "stop"
},
{
"role": "user",
"content": "[M G] [IMPORTANT: Background process proc_6f8bfd73a9f0 matched watch pattern \"Application startup complete\".\nCommand: bash -lc 'source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000'\nMatched output:\nINFO: Application startup complete.]"
},
{
"role": "assistant",
"content": "Bestätigt, Sir.\n\nDie Meldung gehört zu einem älteren Backend-Background-Process:\n\n- **Process:** `proc_6f8bfd73a9f0`\n- **Signal:** `Application startup complete`\n\nAktuell läuft nach dem Neustart bereits das neue Backend sauber:\n\n- **Aktiver Backend PID:** `529535`\n- **Health:** `200`\n- **URL:** `http://127.0.0.1:8000`\n\nKein weiterer Handlungsbedarf.",
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Bestätigt, Sir.\n\nDie Meldung gehört zu einem älteren Backend-Background-Process:\n\n- **Process:** `proc_6f8bfd73a9f0`\n- **Signal:** `Application startup complete`\n\nAktuell läuft nach dem Neustart bereits das neue Backend sauber:\n\n- **Aktiver Backend PID:** `529535`\n- **Health:** `200`\n- **URL:** `http://127.0.0.1:8000`\n\nKein weiterer Handlungsbedarf."
}
],
"id": "msg_0aa8a96048e7933e016a0a237470a08191803abb65113a5fca",
"phase": "final_answer"
}
],
"finish_reason": "stop"
},
{
"role": "user",
"content": "[M G] neustart war nicht erfolgreich. tailscale zugriff funktioniert nicht."
},
{
"role": "assistant",
"content": "Verstanden, Sir — ich prüfe jetzt den tatsächlichen Listener, Vite-Host/Allowed-Hosts und Tailscale-IP, dann starte ich Frontend/Backend korrekt neu.",
"tool_calls": [
{
"id": "call_YT3K9Kry6nUPClsTXAUMx6vy",
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"name": "terminal",
"arguments": "{\"command\":\"set -e\\nprintf 'tailscale_ip='; tailscale ip -4 2>/dev/null | head -1 || true\\nprintf 'listeners\\\\n'; ss -ltnp | grep -E ':(5173|8000)' || true\\nprintf 'health_local_backend='; curl -s -o /dev/null -w '%{http_code}\\\\n' http://127.0.0.1:8000/api/health || true\\nprintf 'frontend_local='; curl -s -o /dev/null -w '%{http_code}\\\\n' http://127.0.0.1:5173/ || true\\nprintf 'frontend_tailscale_100.85.29.67='; curl -s -o /dev/null -w '%{http_code}\\\\n' --max-time 5 http://100.85.29.67:5173/ || true\\nprintf 'processes\\\\n'; ps -ef | grep -E 'uvicorn jarvis_finance|vite|npm run dev' | grep -v grep || true\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
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"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Verstanden, Sir — ich prüfe jetzt den tatsächlichen Listener, Vite-Host/Allowed-Hosts und Tailscale-IP, dann starte ich Frontend/Backend korrekt neu."
}
],
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"phase": "commentary"
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},
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"content": "{\"output\": \"tailscale_ip=100.85.29.67\\nlisteners\\nLISTEN 0 2048 127.0.0.1:8000 0.0.0.0:* users:((\\\"uvicorn\\\",pid=529535,fd=6))\\nLISTEN 0 511 0.0.0.0:5173 0.0.0.0:* users:((\\\"node\\\",pid=529579,fd=21)) \\nhealth_local_backend=200\\nfrontend_local=200\\nfrontend_tailscale_100.85.29.67=200\\nprocesses\\nagent 529535 405907 0 22:21 ? 00:00:00 /home/agent/jarvis_runtime/finance-system/venv/bin/python /home/agent/jarvis_runtime/finance-system/venv/bin/uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000\\nagent 529552 405907 0 22:21 ? 00:00:00 npm run dev --host 0.0.0.0 --port 5173\\nagent 529578 529552 0 22:21 ? 00:00:00 sh -c vite --host 0.0.0.0 --port 5173\\nagent 529579 529578 1 22:21 ? 00:00:02 node /home/agent/.hermes/repos/FinanceManager/frontend/node_modules/.bin/vite --host 0.0.0.0 --port 5173\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_YT3K9Kry6nUPClsTXAUMx6vy"
},
{
"role": "assistant",
"content": "Ich sehe den Fehler: Das Frontend läuft zwar über Tailscale, aber ich hatte es mit `VITE_API_BASE_URL=http://127.0.0.1:8000` gestartet. Auf dem iPhone zeigt `127.0.0.1` natürlich auf das iPhone selbst — klassischer „localhost ist ein Verräter“-Moment. Ich starte jetzt korrekt: Backend auf erreichbar, Frontend mit Tailscale-API-URL.",
"tool_calls": [
{
"id": "call_VPXKLNzFl8ldPwa6OUCBXOzQ",
"call_id": "call_VPXKLNzFl8ldPwa6OUCBXOzQ",
"response_item_id": "fc_0aa8a96048e7933e016a0a23eee300819190e09208439fb1fd",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"set +e\\npkill -f 'uvicorn jarvis_finance.api.main:app'\\npkill -f 'npm run dev -- --host 0.0.0.0 --port 5173'\\npkill -f 'npm run dev --host 0.0.0.0 --port 5173'\\npkill -f 'vite.*5173'\\nsleep 1\\n# kill remaining listeners if any\\nfor pid in $(ss -ltnp | awk '/:(5173|8000)/ {print $NF}' | sed -n 's/.*pid=\\\\([0-9]*\\\\).*/\\\\1/p' | sort -u); do kill \\\"$pid\\\" 2>/dev/null || true; done\\nsleep 1\\nss -ltnp | grep -E ':(5173|8000)' || true\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
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{
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"id": "rs_0aa8a96048e7933e016a0a23e617408191b53890dc64eb92a3",
"summary": []
}
],
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Ich sehe den Fehler: Das Frontend läuft zwar über Tailscale, aber ich hatte es mit `VITE_API_BASE_URL=http://127.0.0.1:8000` gestartet. Auf dem iPhone zeigt `127.0.0.1` natürlich auf das iPhone selbst — klassischer „localhost ist ein Verräter“-Moment. Ich starte jetzt korrekt: Backend auf erreichbar, Frontend mit Tailscale-API-URL."
}
],
"id": "msg_0aa8a96048e7933e016a0a23ec80a48191848988d0038fae75",
"phase": "commentary"
}
]
},
{
"role": "tool",
"content": "{\"output\": \"\", \"exit_code\": -15, \"error\": null}",
"tool_call_id": "call_VPXKLNzFl8ldPwa6OUCBXOzQ"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_n6q5ac9tcTahDXquDydhRNII",
"call_id": "call_n6q5ac9tcTahDXquDydhRNII",
"response_item_id": "fc_0aa8a96048e7933e016a0a23f5b16c8191ba89bc5154e81f71",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"ss -ltnp | grep -E ':(5173|8000)' || true\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"LISTEN 0 511 0.0.0.0:5173 0.0.0.0:* users:((\\\"node\\\",pid=529579,fd=21))\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_n6q5ac9tcTahDXquDydhRNII"
},
{
"role": "assistant",
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"tool_calls": [
{
"id": "call_F2XN6yecY7l859YcmkjNBeNm",
"call_id": "call_F2XN6yecY7l859YcmkjNBeNm",
"response_item_id": "fc_0aa8a96048e7933e016a0a23fb14f081919dac591eb6b22bb2",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"kill 529579 529578 529552 2>/dev/null || true\\nsleep 1\\nss -ltnp | grep -E ':(5173|8000)' || true\",\"timeout\":30,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_F2XN6yecY7l859YcmkjNBeNm"
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{
"role": "assistant",
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"tool_calls": [
{
"id": "call_WgohMoLG0UAgAeDmIzTufyFI",
"call_id": "call_WgohMoLG0UAgAeDmIzTufyFI",
"response_item_id": "fc_0aa8a96048e7933e016a0a2403030c8191951e8c39a8ded60b",
"type": "function",
"function": {
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"arguments": "{\"background\":true,\"command\":\"bash -lc 'source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000'\",\"watch_patterns\":[\"Application startup complete\"],\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"Background process started\", \"session_id\": \"proc_15be03e1c409\", \"pid\": 529688, \"exit_code\": 0, \"error\": null, \"watch_patterns\": [\"Application startup complete\"]}",
"tool_call_id": "call_WgohMoLG0UAgAeDmIzTufyFI"
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{
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{
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"response_item_id": "fc_0aa8a96048e7933e016a0a2412cb288191acfd7285126e723a",
"type": "function",
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"name": "terminal",
"arguments": "{\"background\":true,\"command\":\"bash -lc 'VITE_API_BASE_URL=http://100.85.29.67:8000 __VITE_ADDITIONAL_SERVER_ALLOWED_HOSTS=100.85.29.67,agent.tailbd371b.ts.net npm run dev -- --host 0.0.0.0 --port 5173'\",\"watch_patterns\":[\"Local:\"],\"workdir\":\"/home/agent/.hermes/repos/FinanceManager/frontend\"}"
}
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],
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{
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"content": "{\"output\": \"Background process started\", \"session_id\": \"proc_e91c8548c337\", \"pid\": 529706, \"exit_code\": 0, \"error\": null, \"watch_patterns\": [\"Local:\"]}",
"tool_call_id": "call_nFmhnn0bc7emrFBmhSLpJdhV"
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{
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{
"id": "call_043PylSz3tKL4oFTiWhl3WYp",
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"response_item_id": "fc_0aa8a96048e7933e016a0a2419fbb88191bdbb71fb661b2a28",
"type": "function",
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"arguments": "{\"command\":\"for i in $(seq 1 25); do\\n b_local=$(curl -s -o /dev/null -w '%{http_code}' --max-time 2 http://127.0.0.1:8000/api/health || true)\\n b_ts=$(curl -s -o /dev/null -w '%{http_code}' --max-time 2 http://100.85.29.67:8000/api/health || true)\\n f_local=$(curl -s -o /dev/null -w '%{http_code}' --max-time 2 http://127.0.0.1:5173/ || true)\\n f_ts=$(curl -s -o /dev/null -w '%{http_code}' --max-time 2 http://100.85.29.67:5173/ || true)\\n if [ \\\"$b_local\\\" = \\\"200\\\" ] && [ \\\"$b_ts\\\" = \\\"200\\\" ] && [ \\\"$f_local\\\" = \\\"200\\\" ] && [ \\\"$f_ts\\\" = \\\"200\\\" ]; then\\n echo \\\"backend_local=$b_local backend_tailscale=$b_ts frontend_local=$f_local frontend_tailscale=$f_ts\\\"\\n ss -ltnp | grep -E ':(5173|8000)' || true\\n echo 'frontend_api_base_snippet:'\\n curl -s http://100.85.29.67:5173/ | grep -o 'src=\\\"[^\\\"]*\\\"' | head -3 || true\\n exit 0\\n fi\\n sleep 1\\ndone\\necho \\\"backend_local=$b_local backend_tailscale=$b_ts frontend_local=$f_local frontend_tailscale=$f_ts\\\"\\nss -ltnp | grep -E ':(5173|8000)' || true\\nexit 1\",\"timeout\":45,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
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],
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{
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"content": "{\"output\": \"backend_local=200 backend_tailscale=200 frontend_local=200 frontend_tailscale=200\\nLISTEN 0 2048 0.0.0.0:8000 0.0.0.0:* users:((\\\"uvicorn\\\",pid=529688,fd=6))\\nLISTEN 0 511 0.0.0.0:5173 0.0.0.0:* users:((\\\"node\\\",pid=529733,fd=21)) \\nfrontend_api_base_snippet:\\nsrc=\\\"/@vite/client\\\"\\nsrc=\\\"/src/main.ts\\\"\", \"exit_code\": 0, \"error\": null}",
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{
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"type": "function",
"function": {
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"arguments": "{\"url\":\"http://100.85.29.67:5173/crypto\"}"
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}
],
"finish_reason": "tool_calls",
"reasoning": "**Testing API connection**\n\nI need to test the actual API from the browser, and it looks like Tailscale has CORS. I might want to check the API base in my Vite environment. I wonder if I should use curl or check the frontend source code instead. It could be useful to grep for the API base in the /src/api client. But maybe it's better to just navigate using the browser and check the console for any crypto-related info.",
"reasoning_content": "**Testing API connection**\n\nI need to test the actual API from the browser, and it looks like Tailscale has CORS. I might want to check the API base in my Vite environment. I wonder if I should use curl or check the frontend source code instead. It could be useful to grep for the API base in the /src/api client. But maybe it's better to just navigate using the browser and check the console for any crypto-related info.",
"codex_reasoning_items": [
{
"type": "reasoning",
"encrypted_content": "gAAAAABqCiQoeUoX_vsSKmGXLSqoLlYRx-XRgkmT_-wT4xxa3wi7U33YrFU7Eptq6ZnxHkBsECTEvrnoAqOhE2C2zGxkOFvaODWn9ZfJ5IuLdJfR3lmkuxPoK_mMZHS4JwPaKyTaJLo9NkF9bmv68mAVvaRJgoqTVhz-0JsZSrtNuip57ZEzxX5eTRi5g09_hRjePnS_C4rjJ0XMC0mArkeQFuLyBcZvIr91QUeIa_G7l1ssx_KbZoFw0loW08OaaG5Hc3QYqP8bE7JN5BY-ycT5LQXQLKJi4z8zBJfjilswemdYFu0nST-ymt3uG9hB_3rwIV44CwH1I7eG9i_o_JrAJEAdQN94n2Sg03I7ESCw51NaahVRPneGmCr4S1d2RUBOor6XhCc-4A0w7TSX0ujaVB4EyUIWTkjp86PO3qubyG4ZFKk-PPRiTsbkPmTxAGWNa5Sl3ryZfJ4FiZk_C5jHSbhzbx-26QY_qiYzX2e6j3LxoNKdcQ6FSQuGWnegWtddz-EFa4lgNHYgL0kQ_aiBwig1NTMD0Ds4sa28zi4E3DqPWFQWBzQKBr53Oz6jZAuoClNPKqdR46OGNBWqb2RolsPmeRLp9yTgWX0Z6Gjw2qQw6esaLTax10k4PnZZ0UkNhuQMRvElRCf-kZszYXYMcrMjKrSmU22NhKaxfN_o-wnJVRjeGlUvxWIdmy2uDN8mXPBL2_bRc9yo1TOHbfWOKOKP0C3Fot6dzrCyXJC2JAmIHhn3um6wWEcBeU0_b4VIFb_pzvlPhscIHuqc_iUNn8cqmEJ43p6qqx_ffaqFFuC_alFz4DLYp-lEfL5zMF_lsJt6ab1qMS6TavOTn_BcbTuxR-FBixGvRE0_ilXIDyXIjxps4mbw4fL73Rq1m0mU1AgOtpvLNXs4ZbBO9sgXWIs90mh8UyAgozhofG1KjjH-aNHRWWzpFE4KANhGJ7Fo6IpGYLmtrMmU5g9-wywSNPGOLGW3qOdlOLJVdL1gSSdwjnhSAGfVPGygc-IhdQyF0tlITYuH_vMxXPV2bSxFDZsXNWpLM5FWc7Nx2jSmHTTIrt1unqA5HJUgITMUg9FYfAVs5s0deT-3yhBIjvYS7QT37DfqEBUHjDKIRW8pLVMVAyJ3axihFTNBnS536lSUe8QAbZJPSCh4ns3MFYC0fOtwqv0wA1T73JDSjywh4pCIV2vel9IejAqu9qZRamVgJTUVeipwUiF_aN0Jtli7QaeSLg3-g1M8ypKI40qfxyC5MAboUOQ=",
"id": "rs_0aa8a96048e7933e016a0a2424d5b0819195700b686f316eef",
"summary": [
{
"type": "summary_text",
"text": "**Testing API connection**\n\nI need to test the actual API from the browser, and it looks like Tailscale has CORS. I might want to check the API base in my Vite environment. I wonder if I should use curl or check the frontend source code instead. It could be useful to grep for the API base in the /src/api client. But maybe it's better to just navigate using the browser and check the console for any crypto-related info."
}
]
}
]
},
{
"role": "tool",
"content": "{\"success\": true, \"url\": \"http://100.85.29.67:5173/crypto\", \"title\": \"JARVIS Finance Dashboard\", \"stealth_warning\": \"Running WITHOUT residential proxies. Bot detection may be more aggressive. Consider upgrading Browserbase plan for proxy support.\", \"stealth_features\": [\"local\"], \"snapshot\": \"- complementary\\n - paragraph\\n - StaticText \\\"JARVIS\\\"\\n - heading \\\"Finance\\\" [level=1, ref=e1]\\n - paragraph\\n - StaticText \\\"PrimeVue Aura Light\\\"\\n - navigation\\n - link \\\"Command Center\\\" [ref=e2]\\n - link \\\"Portfolio\\\" [ref=e3]\\n - link \\\"Crypto\\\" [ref=e4]\\n - link \\\"Aktien & ETFs\\\" [ref=e5]\\n - link \\\"Wallets\\\" [ref=e6]\\n - link \\\"Position hinzufügen\\\" [ref=e7]\\n - link \\\"Reports\\\" [ref=e8]\\n - paragraph\\n - link \\\"Budget Übersicht\\\" [ref=e9]\\n - link \\\"Budgetstatus\\\" [ref=e10]\\n - link \\\"Budget vs Ist\\\" [ref=e11]\\n - link \\\"Monatsbudget\\\" [ref=e12]\\n - link \\\"Jahresbudget\\\" [ref=e13]\\n - link \\\"Budgetpläne\\\" [ref=e14]\\n - paragraph\\n - link \\\"Effektive Ausgaben\\\" [ref=e15]\\n - link \\\"Effektive Einnahmen\\\" [ref=e16]\\n - link \\\"Buchungen prüfen\\\" [ref=e17]\\n - paragraph\\n - link \\\"Kategorieanalyse\\\" [ref=e18]\\n - link \\\"Monatsvergleich\\\" [ref=e19]\\n - paragraph\\n - link \\\"Konten\\\" [ref=e20]\\n - link \\\"Kategorien & Tags\\\" [ref=e21]\\n - link \\\"Excel übernehmen / Seed Review\\\" [ref=e22]\\n - sectionfooter\\n - paragraph\\n - paragraph\\n - paragraph\\n - StaticText \\\"Schreibseiten: Preview/Confirm/Audit.\\\"\\n- main\\n - sectionheader\\n - paragraph\\n - heading \\\"Crypto\\\" [level=1, ref=e23]\\n - paragraph\\n - StaticText \\\"Read-only View\\\"\\n - generic\\n - paragraph\\n - heading \\\"Crypto\\\" [level=3, ref=e24]\\n - paragraph\\n - StaticText \\\"Lokales Vue User-Dashboard: keine Provider-Abfragen beim Rendern.\\\"\\n - button \\\"Aktualisieren\\\" [ref=e25]\", \"element_count\": 25}",
"tool_call_id": "call_yRUi4v2Vr8jspxzzBif9Luar"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_yRuYX2sOv68bQo2mWMFRInwZ",
"call_id": "call_yRuYX2sOv68bQo2mWMFRInwZ",
"response_item_id": "fc_0aa8a96048e7933e016a0a243020908191a6b1ce217ab2fb5c",
"type": "function",
"function": {
"name": "browser_console",
"arguments": "{\"clear\":true}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"success\": true, \"console_messages\": [], \"js_errors\": [], \"total_messages\": 0, \"total_errors\": 0}",
"tool_call_id": "call_yRuYX2sOv68bQo2mWMFRInwZ"
},
{
"role": "assistant",
"content": "",
"tool_calls": [
{
"id": "call_Hmj0j0mgOFlptDG8N906jVbz",
"call_id": "call_Hmj0j0mgOFlptDG8N906jVbz",
"response_item_id": "fc_0aa8a96048e7933e016a0a243b4e508191a2232fd8e4891b85",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"curl -s --max-time 5 http://100.85.29.67:8000/api/health && echo\\ncurl -s --max-time 5 http://100.85.29.67:8000/api/portfolio/overview | head -c 200 && echo\",\"timeout\":20,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls"
},
{
"role": "tool",
"content": "{\"output\": \"{\\\"status\\\":\\\"ok\\\",\\\"app\\\":\\\"jarvis-finance-api\\\",\\\"api_version\\\":\\\"0\\\",\\\"mode\\\":\\\"read-only\\\"}\\n{\\\"detail\\\":\\\"Not Found\\\"}\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_Hmj0j0mgOFlptDG8N906jVbz"
},
{
"role": "assistant",
"content": "Sie hatten recht, Sir — der Neustart war funktional lokal, aber für iPhone/Tailscale falsch konfiguriert.\n\n**Fehlerursache:** \nFrontend lief mit:\n\n`VITE_API_BASE_URL=http://127.0.0.1:8000`\n\nAuf dem iPhone bedeutet `127.0.0.1` natürlich: *das iPhone selbst*. Entsprechend konnte das Dashboard über Tailscale zwar ggf. laden, aber API-Zugriff war kaputt. Sehr charmant, wenn man localhost zu sehr vertraut.\n\n## Korrigiert\n\nBackend jetzt erreichbar auf allen Interfaces:\n\n- **Backend:** `http://100.85.29.67:8000`\n- **Frontend:** `http://100.85.29.67:5173`\n\nFrontend wurde neu gestartet mit:\n\n`VITE_API_BASE_URL=http://100.85.29.67:8000`\n\n## Verifikation\n\n- **Backend lokal:** `200`\n- **Backend Tailscale:** `200`\n- **Frontend lokal:** `200`\n- **Frontend Tailscale:** `200`\n- **Browser Sanity /crypto:** lädt\n- **JS-Konsole:** keine Fehler\n\n## Aktive Prozesse\n\n- **Backend/Uvicorn:** PID `529688`\n- **Frontend/Vite:** PID `529733`\n\nBitte auf iPhone/iPad jetzt öffnen:\n\n`http://100.85.29.67:5173`\n\nWenn Safari noch alte Assets cached: einmal hart neu laden bzw. Tab schließen und neu öffnen.",
"reasoning": "**Clarifying API Endpoints**\n\nI need to focus on the correct API endpoint paths to finalize my work. I don't want to mix things up too much. I must ensure I include the right URLs in my final draft. Also, I should mention whether the iPhone still requires HTTP instead of HTTPS, and I need to make sure Tailscale is configured properly. Keeping these details clear is essential for everything to work smoothly!",
"reasoning_content": "**Clarifying API Endpoints**\n\nI need to focus on the correct API endpoint paths to finalize my work. I don't want to mix things up too much. I must ensure I include the right URLs in my final draft. Also, I should mention whether the iPhone still requires HTTP instead of HTTPS, and I need to make sure Tailscale is configured properly. Keeping these details clear is essential for everything to work smoothly!",
"codex_reasoning_items": [
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"type": "reasoning",
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"id": "rs_0aa8a96048e7933e016a0a2441d1c48191898c61dfab1b8edf",
"summary": [
{
"type": "summary_text",
"text": "**Clarifying API Endpoints**\n\nI need to focus on the correct API endpoint paths to finalize my work. I don't want to mix things up too much. I must ensure I include the right URLs in my final draft. Also, I should mention whether the iPhone still requires HTTP instead of HTTPS, and I need to make sure Tailscale is configured properly. Keeping these details clear is essential for everything to work smoothly!"
}
]
}
],
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Sie hatten recht, Sir — der Neustart war funktional lokal, aber für iPhone/Tailscale falsch konfiguriert.\n\n**Fehlerursache:** \nFrontend lief mit:\n\n`VITE_API_BASE_URL=http://127.0.0.1:8000`\n\nAuf dem iPhone bedeutet `127.0.0.1` natürlich: *das iPhone selbst*. Entsprechend konnte das Dashboard über Tailscale zwar ggf. laden, aber API-Zugriff war kaputt. Sehr charmant, wenn man localhost zu sehr vertraut.\n\n## Korrigiert\n\nBackend jetzt erreichbar auf allen Interfaces:\n\n- **Backend:** `http://100.85.29.67:8000`\n- **Frontend:** `http://100.85.29.67:5173`\n\nFrontend wurde neu gestartet mit:\n\n`VITE_API_BASE_URL=http://100.85.29.67:8000`\n\n## Verifikation\n\n- **Backend lokal:** `200`\n- **Backend Tailscale:** `200`\n- **Frontend lokal:** `200`\n- **Frontend Tailscale:** `200`\n- **Browser Sanity /crypto:** lädt\n- **JS-Konsole:** keine Fehler\n\n## Aktive Prozesse\n\n- **Backend/Uvicorn:** PID `529688`\n- **Frontend/Vite:** PID `529733`\n\nBitte auf iPhone/iPad jetzt öffnen:\n\n`http://100.85.29.67:5173`\n\nWenn Safari noch alte Assets cached: einmal hart neu laden bzw. Tab schließen und neu öffnen."
}
],
"id": "msg_0aa8a96048e7933e016a0a244673c481918f099d4cd9d1b39d",
"phase": "final_answer"
}
],
"finish_reason": "stop"
},
{
"role": "user",
"content": "[M G] [IMPORTANT: Background process proc_6c8f47ecd502 matched watch pattern \"Local:\".\nCommand: bash -lc 'VITE_API_BASE_URL=http://127.0.0.1:8000 __VITE_ADDITIONAL_SERVER_ALLOWED_HOSTS=100.85.29.67,agent.tailbd371b.ts.net npm run dev -- --host 0.0.0.0 --port 5173'\nMatched output:\n ➜ Local: http://localhost:5173/]"
},
{
"role": "assistant",
"content": "Das ist die verspätete Watch-Notification vom **alten/falschen Frontend-Process** mit `127.0.0.1`. Ich prüfe kurz, ob der alte Prozess wirklich weg ist und nur der korrigierte Tailscale-Start läuft.",
"tool_calls": [
{
"id": "call_asdDjmhIy0Xv7H1n4uC3bjBG",
"call_id": "call_asdDjmhIy0Xv7H1n4uC3bjBG",
"response_item_id": "fc_0aa8a96048e7933e016a0a245270a881918d99e922abb83092",
"type": "function",
"function": {
"name": "terminal",
"arguments": "{\"command\":\"printf 'listeners\\\\n'; ss -ltnp | grep -E ':(5173|8000)' || true\\nprintf '\\\\nprocesses\\\\n'; ps -ef | grep -E 'uvicorn jarvis_finance|vite|npm run dev' | grep -v grep || true\\nprintf '\\\\nhealth\\\\n'; curl -s -o /dev/null -w 'backend_ts=%{http_code}\\\\n' --max-time 3 http://100.85.29.67:8000/api/health || true\\ncurl -s -o /dev/null -w 'frontend_ts=%{http_code}\\\\n' --max-time 3 http://100.85.29.67:5173/ || true\",\"timeout\":20,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
}
}
],
"finish_reason": "tool_calls",
"reasoning": "**Clarifying process notifications**\n\nI need to respond by noting that this is an old process notification, and the current corrected process is running. It might be good to verify this. The user just pasted something important, so I should consider using a process or list for clarity. It's mandatory to ensure that the tool being used accurately reflects the system's state. I want to make sure everything is clear for the user!",
"reasoning_content": "**Clarifying process notifications**\n\nI need to respond by noting that this is an old process notification, and the current corrected process is running. It might be good to verify this. The user just pasted something important, so I should consider using a process or list for clarity. It's mandatory to ensure that the tool being used accurately reflects the system's state. I want to make sure everything is clear for the user!",
"codex_reasoning_items": [
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"id": "rs_0aa8a96048e7933e016a0a245053948191bf72b93bd03919c5",
"summary": [
{
"type": "summary_text",
"text": "**Clarifying process notifications**\n\nI need to respond by noting that this is an old process notification, and the current corrected process is running. It might be good to verify this. The user just pasted something important, so I should consider using a process or list for clarity. It's mandatory to ensure that the tool being used accurately reflects the system's state. I want to make sure everything is clear for the user!"
}
]
}
],
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Das ist die verspätete Watch-Notification vom **alten/falschen Frontend-Process** mit `127.0.0.1`. Ich prüfe kurz, ob der alte Prozess wirklich weg ist und nur der korrigierte Tailscale-Start läuft."
}
],
"id": "msg_0aa8a96048e7933e016a0a245237e081918d0a4db6eeae3a4b",
"phase": "commentary"
}
]
},
{
"role": "tool",
"content": "{\"output\": \"listeners\\nLISTEN 0 2048 0.0.0.0:8000 0.0.0.0:* users:((\\\"uvicorn\\\",pid=529688,fd=6))\\nLISTEN 0 511 0.0.0.0:5173 0.0.0.0:* users:((\\\"node\\\",pid=529733,fd=21)) \\n\\nprocesses\\nagent 529688 405907 1 22:24 ? 00:00:00 /home/agent/jarvis_runtime/finance-system/venv/bin/python /home/agent/jarvis_runtime/finance-system/venv/bin/uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000\\nagent 529706 405907 0 22:24 ? 00:00:00 npm run dev --host 0.0.0.0 --port 5173\\nagent 529732 529706 0 22:24 ? 00:00:00 sh -c vite --host 0.0.0.0 --port 5173\\nagent 529733 529732 3 22:24 ? 00:00:02 node /home/agent/.hermes/repos/FinanceManager/frontend/node_modules/.bin/vite --host 0.0.0.0 --port 5173\\n\\nhealth\\nbackend_ts=200\\nfrontend_ts=200\", \"exit_code\": 0, \"error\": null}",
"tool_call_id": "call_asdDjmhIy0Xv7H1n4uC3bjBG"
},
{
"role": "assistant",
"content": "Bestätigt: Das war nur die verspätete Meldung vom **alten/falschen Process** `proc_6c8f47ecd502`.\n\nAktueller Zustand ist korrekt:\n\n- **Backend:** läuft auf `0.0.0.0:8000`\n - PID: `529688`\n - Tailscale Health: `200`\n - URL: `http://100.85.29.67:8000`\n\n- **Frontend:** läuft auf `0.0.0.0:5173`\n - Node PID: `529733`\n - Tailscale Health: `200`\n - URL: `http://100.85.29.67:5173`\n\nDer aktuell laufende Frontend-Start ist der korrigierte mit:\n\n`VITE_API_BASE_URL=http://100.85.29.67:8000`\n\nDie alte `127.0.0.1:8000`-Variante läuft nicht mehr.",
"codex_message_items": [
{
"type": "message",
"role": "assistant",
"status": "completed",
"content": [
{
"type": "output_text",
"text": "Bestätigt: Das war nur die verspätete Meldung vom **alten/falschen Process** `proc_6c8f47ecd502`.\n\nAktueller Zustand ist korrekt:\n\n- **Backend:** läuft auf `0.0.0.0:8000`\n - PID: `529688`\n - Tailscale Health: `200`\n - URL: `http://100.85.29.67:8000`\n\n- **Frontend:** läuft auf `0.0.0.0:5173`\n - Node PID: `529733`\n - Tailscale Health: `200`\n - URL: `http://100.85.29.67:5173`\n\nDer aktuell laufende Frontend-Start ist der korrigierte mit:\n\n`VITE_API_BASE_URL=http://100.85.29.67:8000`\n\nDie alte `127.0.0.1:8000`-Variante läuft nicht mehr."
}
],
"id": "msg_0aa8a96048e7933e016a0a24593d948191892ba28b4874e518",
"phase": "final_answer"
}
],
"finish_reason": "stop"
},
{
"role": "user",
"content": "[M G] lesbarkeit ist noch nicht ok. ich kann z.B. diese zahl auf der Portfolie hauptseite nicht lesen: CHF 67’709.31(bei KPI Gesamtportfolie CHF). behebe das und gib mir wieder bescheid."
},
{
"role": "assistant",
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"reasoning": "**Inspecting the portfolio**\n\nI need to take action and inspect the portfolio. Considering the relevant skills, it seems like I should focus on the Vue dashboard migration, particularly with vue-primevue-dashboard-migration. I might also need to consider test-driven development (TDD) as part of this process. It's essential to make sure I'm aligned with the necessary skills and requirements moving forward. Let's assess this carefully!",
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"content": "{\"success\": true, \"name\": \"vue-primevue-dashboard-migration\", \"description\": \"Incrementally migrate Vue/Vite dashboards to PrimeVue/Aura: light app shells, shared UI components, DataTables, charts, responsive UX, tests, bundle checks.\", \"tags\": [\"vue\", \"primevue\", \"vite\", \"ui-migration\", \"dashboard\", \"frontend\", \"charts\", \"responsive\"], \"related_skills\": [\"test-driven-development\", \"requesting-code-review\", \"popular-web-designs\", \"claude-design\"], \"content\": \"---\\nname: vue-primevue-dashboard-migration\\ndescription: \\\"Incrementally migrate Vue/Vite dashboards to PrimeVue/Aura: light app shells, shared UI components, DataTables, charts, responsive UX, tests, bundle checks.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nplatforms: [linux, macos]\\nmetadata:\\n hermes:\\n tags: [vue, primevue, vite, ui-migration, dashboard, frontend, charts, responsive]\\n related_skills: [test-driven-development, requesting-code-review, popular-web-designs, claude-design]\\n---\\n\\n# Vue + PrimeVue Dashboard UI Migration\\n\\n## When to Use\\n\\nUse this skill when migrating an existing Vue/Vite dashboard to a more professional component system, especially PrimeVue/Aura, while preserving existing routes, API clients, and business logic.\\n\\nTypical triggers:\\n- \\\"Make the dashboard look professional / modern / light / compact\\\"\\n- \\\"Migrate to PrimeVue / Aura / Sakai style\\\"\\n- \\\"Refactor UI only; no backend changes\\\"\\n- \\\"Unify app shell/sidebar/mobile nav\\\"\\n- \\\"Convert tables, filters, dialogs, badges, and charts to PrimeVue\\\"\\n- \\\"Keep existing FastAPI/Vue structure, no Big-Bang rewrite\\\"\\n\\n## Core Rules\\n\\n1. **UI-only means UI-only.** Do not add domain features, providers, import engines, or backend business logic unless strictly required for API compatibility.\\n2. **No template copy-paste.** Use Sakai/Aura/Vuestic as design inspiration; do not import whole templates, foreign assets, or example code blindly.\\n3. **Preserve routes and API clients first.** Refactor components behind the same route paths and data contracts.\\n4. **Light theme default.** Use calm finance colors, bright surfaces, compact density, modest radius, subtle shadows.\\n5. **Shared components before many page edits.** Create reusable wrappers so every page does not invent its own cards, badges, tables, dialogs, and headers.\\n6. **TDD and interaction tests.** Add tests before implementation for shell navigation, page rendering, DataTables, selection, dialogs/drawers, and chart data.\\n7. **Verify bundle impact.** PrimeVue/Chart.js can grow bundles; use route-based lazy imports and document remaining large chunks.\\n8. **No secrets/runtime data.** Never commit `.env`, runtime DBs, build caches, real data, API keys, or provider credentials.\\n\\n## Recommended Migration Sequence\\n\\n### 1. Baseline and Safety\\n\\n- Check branch, working tree, existing UI-framework commit, and running dashboard health.\\n- Inventory current Vue pages/components and dark-mode class usage.\\n- Confirm dependencies and licenses: `primevue`, `@primeuix/themes`, `primeicons`, `chart.js` are MIT at time of writing.\\n- Document the framework decision and integration approach.\\n\\n### 2. RED Tests First\\n\\nAdd tests that fail before the migration:\\n- App shell renders light UI and new navigation groups.\\n- Mobile navigation still exists.\\n- Shared components exist and render.\\n- Critical routes are lazy-loaded.\\n- Budget/finance pages render PrimeVue DataTables/Charts where expected.\\n- Old dark user-dashboard classes are absent from migrated pages.\\n- Low-contrast light-theme conflicts are absent from user pages and shared finance components: scan not only Tailwind classes (`text-white`, `text-slate-100/200/300`, pale status text, dark surfaces) but also scoped raw CSS color/background pairs from the previous dark theme.\\n- Dialogs/drawers can open, close, and reopen, including reopening the same selected row/card.\\n\\n### 3. Global PrimeVue Setup\\n\\nIn `main.ts`:\\n- Register PrimeVue with Aura via `@primeuix/themes/aura`.\\n- Register Chart.js elements once if using PrimeVue Chart.\\n- Import `primeicons/primeicons.css` and the project stylesheet.\\n\\nPrefer local component imports inside pages instead of registering every PrimeVue component globally.\\n\\n### 4. Shared UI Components\\n\\nCreate a class-level UI kit, usually under `src/components/ui/`:\\n- `PageHeader`\\n- `KpiCard`\\n- `StatusBadge`\\n- `DataQualityBadge`\\n- `FilterToolbar`\\n- `PrimeDataTable`\\n- `MoneyValue`\\n- `PercentValue`\\n- `EmptyState`\\n- `ConfirmDialog`\\n- `DetailDialog` or `DetailDrawer`\\n- `ChartPanel`\\n- `ActionToolbar`\\n- `SectionCard`\\n- `LoadingState`\\n- `ErrorState`\\n\\nKeep wrappers thin. They should standardize density, tone, and layout, not hide PrimeVue so deeply that page code becomes opaque.\\n\\n### 5. App Shell and Navigation\\n\\nMigrate the shell first:\\n- Light background, white sidebar, subtle borders/shadows.\\n- De-emphasize technical runtime/provider notes.\\n- Group User Mode navigation by job-to-be-done: Command Center, Portfolio, Crypto, Budget, Transactions, Analysis, Reports.\\n- Keep Admin/Debug separate from the main User flow.\\n- Keep mobile bottom nav, but align it with the new route grouping.\\n\\n### 6. Page Migration Pattern\\n\\nFor each page:\\n1. Keep the route and API calls unchanged.\\n2. Replace native/dark cards with `Card`/`SectionCard`.\\n3. Replace tables with `DataTable` + `Column` where useful.\\n4. Replace status text with `Tag`/`StatusBadge`.\\n5. Replace ad hoc filters with `Toolbar`, `Select`, `MultiSelect`, `InputText`, `DatePicker`.\\n6. Replace side panels/details with `Dialog`/`Drawer` and explicit state transitions.\\n7. Add or preserve mobile card lists where DataTable is too dense.\\n8. Ensure disabled/incomplete actions are visually disabled and do not fire.\\n\\n### 7. Charts\\n\\nUse PrimeVue Chart / Chart.js for standard finance charts:\\n- Bar/horizontal bar for budget-vs-actual.\\n- Doughnut for category or asset allocation.\\n- Line or combined bar/line for monthly comparisons.\\n\\nKeep charts compact and responsive. Add visible labels or adjacent ranking lists so tests and accessibility do not depend only on canvas pixels.\\n\\n### 8. Bundle / Code Splitting\\n\\n- Convert route components from static imports to lazy imports: `const Page = () => import('@/pages/Page.vue')`.\\n- Rebuild and inspect Vite output.\\n- Document large chunks such as `datatable`, `tag`, `dialog`, and Chart.js rather than over-optimizing prematurely.\\n- If warnings remain, consider lazy-loading chart-heavy pages/components.\\n\\n## Verification Checklist\\n\\nRun before commit:\\n- Python compile if repo includes backend Python.\\n- Backend tests if API-backed dashboard.\\n- Frontend tests.\\n- Frontend build.\\n- Source/staged secret scan.\\n- Frontend build secret scan.\\n- Git safety tests if present.\\n- `git diff --check`.\\n- Browser or HTTP route sanity for critical dashboard routes.\\n- Visual contrast sanity on the pages the user called out, using screenshots/vision when available; route `200` alone is not enough for a contrast bug.\\n- Independent code review via `requesting-code-review` for multi-file migrations; specifically ask reviewers to inspect scoped CSS/raw colors, not just class names.\\n\\n## Common Pitfalls\\n\\n- **Watcher/object identity modal bug:** If a dialog opens via `selected = row`, closing the dialog but leaving `selected` unchanged can prevent reopening the same row. Use an explicit `openDetail(row) { selected = row; visible = true }` and regression-test close/reopen.\\n- **Build-only confidence is insufficient:** A UI migration can build and still break row-click, batch selection, dialog reopen, mobile nav, or disabled-action semantics.\\n- **Canvas-only charts are hard to test:** Keep nearby textual rankings/labels or assert the data passed into chart components.\\n- **Bulk dark-class replacement can hurt contrast:** After replacing dark backgrounds, scan for low-contrast classes like pale text on white/light surfaces.\\n- **Scoped raw CSS can evade Tailwind scans:** Old dark-theme scoped styles such as `background: rgb(15 23 42 / .75)` plus newly darkened text can create dark-on-dark or light-on-light bugs. Add regex/allowlist tests for raw RGB/hex colors or migrate scoped styles to shared light-theme tokens.\\n- **Allocation/card headings are easy to miss:** Visual cards can appear mostly correct while section headings remain nearly invisible (`text-slate-50` on white). Use browser screenshot/vision checks for pages the user names, especially Crypto/Portfolio/Equity.\\n- **PrimeVue wrappers can hide attrs:** Ensure `data-test`, `href`, `disabled`, and click handlers pass through where tests and accessibility need them.\\n- **Lazy route imports can break tests that expect direct imports:** Update tests to mount pages directly or assert lazy route text via raw file checks.\\n- **Tailscale/mobile dev access can fail despite local 200s:** If the frontend is served over a Tailscale IP for phone/tablet testing, do not start Vite with `VITE_API_BASE_URL=http://127.0.0.1:8000`; mobile browsers resolve that to the device itself. Bind the backend to `0.0.0.0` when appropriate and set `VITE_API_BASE_URL=http://:8000`, then verify both frontend and backend via Tailscale URLs.\\n\\n## Reference Files\\n\\n- `references/financemanager-primevue-migration-v1.md` — condensed notes from the FinanceManager global PrimeVue/Aura migration sprint, including verification outcomes and a modal state regression fix.\\n- `references/financemanager-light-contrast-fix.md` — follow-up contrast/readability sprint notes: raw scoped CSS contrast testing, visual audit workflow, and safe feature-continuation pattern for Position hinzufügen.\\n\", \"path\": \"software-development/vue-primevue-dashboard-migration/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/vue-primevue-dashboard-migration\", \"linked_files\": {\"references\": [\"references/financemanager-light-contrast-fix.md\", \"references/financemanager-primevue-migration-v1.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"vue\", \"primevue\", \"vite\", \"ui-migration\", \"dashboard\", \"frontend\", \"charts\", \"responsive\"], \"related_skills\": [\"test-driven-development\", \"requesting-code-review\", \"popular-web-designs\", \"claude-design\"]}}}",
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"content": "{\"success\": true, \"name\": \"test-driven-development\", \"description\": \"TDD: enforce RED-GREEN-REFACTOR, tests before code.\", \"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: test-driven-development\\ndescription: \\\"TDD: enforce RED-GREEN-REFACTOR, tests before code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [testing, tdd, development, quality, red-green-refactor]\\n related_skills: [systematic-debugging, writing-plans, subagent-driven-development]\\n---\\n\\n# Test-Driven Development (TDD)\\n\\n## Overview\\n\\nWrite the test first. Watch it fail. Write minimal code to pass.\\n\\n**Core principle:** If you didn't watch the test fail, you don't know if it tests the right thing.\\n\\n**Violating the letter of the rules is violating the spirit of the rules.**\\n\\n## When to Use\\n\\n**Always:**\\n- New features\\n- Bug fixes\\n- Refactoring\\n- Behavior changes\\n\\n**Exceptions (ask the user first):**\\n- Throwaway prototypes\\n- Generated code\\n- Configuration files\\n\\nThinking \\\"skip TDD just this once\\\"? Stop. That's rationalization.\\n\\n## The Iron Law\\n\\n```\\nNO PRODUCTION CODE WITHOUT A FAILING TEST FIRST\\n```\\n\\nWrite code before the test? Delete it. Start over.\\n\\n**No exceptions:**\\n- Don't keep it as \\\"reference\\\"\\n- Don't \\\"adapt\\\" it while writing tests\\n- Don't look at it\\n- Delete means delete\\n\\nImplement fresh from tests. Period.\\n\\n## Red-Green-Refactor Cycle\\n\\n### RED — Write Failing Test\\n\\nWrite one minimal test showing what should happen.\\n\\n**Good test:**\\n```python\\ndef test_retries_failed_operations_3_times():\\n attempts = 0\\n def operation():\\n nonlocal attempts\\n attempts += 1\\n if attempts < 3:\\n raise Exception('fail')\\n return 'success'\\n\\n result = retry_operation(operation)\\n\\n assert result == 'success'\\n assert attempts == 3\\n```\\nClear name, tests real behavior, one thing.\\n\\n**Bad test:**\\n```python\\ndef test_retry_works():\\n mock = MagicMock()\\n mock.side_effect = [Exception(), Exception(), 'success']\\n result = retry_operation(mock)\\n assert result == 'success' # What about retry count? Timing?\\n```\\nVague name, tests mock not real code.\\n\\n**Requirements:**\\n- One behavior per test\\n- Clear descriptive name (\\\"and\\\" in name? Split it)\\n- Real code, not mocks (unless truly unavoidable)\\n- Name describes behavior, not implementation\\n\\n### Verify RED — Watch It Fail\\n\\n**MANDATORY. Never skip.**\\n\\n```bash\\n# Use terminal tool to run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n```\\n\\nConfirm:\\n- Test fails (not errors from typos)\\n- Failure message is expected\\n- Fails because the feature is missing\\n\\n**Test passes immediately?** You're testing existing behavior. Fix the test.\\n\\n**Test errors?** Fix the error, re-run until it fails correctly.\\n\\n### GREEN — Minimal Code\\n\\nWrite the simplest code to pass the test. Nothing more.\\n\\n**Good:**\\n```python\\ndef add(a, b):\\n return a + b # Nothing extra\\n```\\n\\n**Bad:**\\n```python\\ndef add(a, b):\\n result = a + b\\n logging.info(f\\\"Adding {a} + {b} = {result}\\\") # Extra!\\n return result\\n```\\n\\nDon't add features, refactor other code, or \\\"improve\\\" beyond the test.\\n\\n**Cheating is OK in GREEN:**\\n- Hardcode return values\\n- Copy-paste\\n- Duplicate code\\n- Skip edge cases\\n\\nWe'll fix it in REFACTOR.\\n\\n### Verify GREEN — Watch It Pass\\n\\n**MANDATORY.**\\n\\n```bash\\n# Run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n\\n# Then run ALL tests to check for regressions\\npytest tests/ -q\\n```\\n\\nConfirm:\\n- Test passes\\n- Other tests still pass\\n- Output pristine (no errors, warnings)\\n\\n**Test fails?** Fix the code, not the test.\\n\\n**Other tests fail?** Fix regressions now.\\n\\n### REFACTOR — Clean Up\\n\\nAfter green only:\\n- Remove duplication\\n- Improve names\\n- Extract helpers\\n- Simplify expressions\\n\\nKeep tests green throughout. Don't add behavior.\\n\\n**If tests fail during refactor:** Undo immediately. Take smaller steps.\\n\\n### Repeat\\n\\nNext failing test for next behavior. One cycle at a time.\\n\\n## Why Order Matters\\n\\n**\\\"I'll write tests after to verify it works\\\"**\\n\\nTests written after code pass immediately. Passing immediately proves nothing:\\n- Might test the wrong thing\\n- Might test implementation, not behavior\\n- Might miss edge cases you forgot\\n- You never saw it catch the bug\\n\\nTest-first forces you to see the test fail, proving it actually tests something.\\n\\n**\\\"I already manually tested all the edge cases\\\"**\\n\\nManual testing is ad-hoc. You think you tested everything but:\\n- No record of what you tested\\n- Can't re-run when code changes\\n- Easy to forget cases under pressure\\n- \\\"It worked when I tried it\\\" ≠ comprehensive\\n\\nAutomated tests are systematic. They run the same way every time.\\n\\n**\\\"Deleting X hours of work is wasteful\\\"**\\n\\nSunk cost fallacy. The time is already gone. Your choice now:\\n- Delete and rewrite with TDD (high confidence)\\n- Keep it and add tests after (low confidence, likely bugs)\\n\\nThe \\\"waste\\\" is keeping code you can't trust.\\n\\n**\\\"TDD is dogmatic, being pragmatic means adapting\\\"**\\n\\nTDD IS pragmatic:\\n- Finds bugs before commit (faster than debugging after)\\n- Prevents regressions (tests catch breaks immediately)\\n- Documents behavior (tests show how to use code)\\n- Enables refactoring (change freely, tests catch breaks)\\n\\n\\\"Pragmatic\\\" shortcuts = debugging in production = slower.\\n\\n**\\\"Tests after achieve the same goals — it's spirit not ritual\\\"**\\n\\nNo. Tests-after answer \\\"What does this do?\\\" Tests-first answer \\\"What should this do?\\\"\\n\\nTests-after are biased by your implementation. You test what you built, not what's required. Tests-first force edge case discovery before implementing.\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Too simple to test\\\" | Simple code breaks. Test takes 30 seconds. |\\n| \\\"I'll test after\\\" | Tests passing immediately prove nothing. |\\n| \\\"Tests after achieve same goals\\\" | Tests-after = \\\"what does this do?\\\" Tests-first = \\\"what should this do?\\\" |\\n| \\\"Already manually tested\\\" | Ad-hoc ≠ systematic. No record, can't re-run. |\\n| \\\"Deleting X hours is wasteful\\\" | Sunk cost fallacy. Keeping unverified code is technical debt. |\\n| \\\"Keep as reference, write tests first\\\" | You'll adapt it. That's testing after. Delete means delete. |\\n| \\\"Need to explore first\\\" | Fine. Throw away exploration, start with TDD. |\\n| \\\"Test hard = design unclear\\\" | Listen to the test. Hard to test = hard to use. |\\n| \\\"TDD will slow me down\\\" | TDD faster than debugging. Pragmatic = test-first. |\\n| \\\"Manual test faster\\\" | Manual doesn't prove edge cases. You'll re-test every change. |\\n| \\\"Existing code has no tests\\\" | You're improving it. Add tests for the code you touch. |\\n\\n## Red Flags — STOP and Start Over\\n\\nIf you catch yourself doing any of these, delete the code and restart with TDD:\\n\\n- Code before test\\n- Test after implementation\\n- Test passes immediately on first run\\n- Can't explain why test failed\\n- Tests added \\\"later\\\"\\n- Rationalizing \\\"just this once\\\"\\n- \\\"I already manually tested it\\\"\\n- \\\"Tests after achieve the same purpose\\\"\\n- \\\"Keep as reference\\\" or \\\"adapt existing code\\\"\\n- \\\"Already spent X hours, deleting is wasteful\\\"\\n- \\\"TDD is dogmatic, I'm being pragmatic\\\"\\n- \\\"This is different because...\\\"\\n\\n**All of these mean: Delete code. Start over with TDD.**\\n\\n## Verification Checklist\\n\\nBefore marking work complete:\\n\\n- [ ] Every new function/method has a test\\n- [ ] Watched each test fail before implementing\\n- [ ] Each test failed for expected reason (feature missing, not typo)\\n- [ ] Wrote minimal code to pass each test\\n- [ ] All tests pass\\n- [ ] Output pristine (no errors, warnings)\\n- [ ] Tests use real code (mocks only if unavoidable)\\n- [ ] Edge cases and errors covered\\n\\nCan't check all boxes? You skipped TDD. Start over.\\n\\n## When Stuck\\n\\n| Problem | Solution |\\n|---------|----------|\\n| Don't know how to test | Write the wished-for API. Write the assertion first. Ask the user. |\\n| Test too complicated | Design too complicated. Simplify the interface. |\\n| Must mock everything | Code too coupled. Use dependency injection. |\\n| Test setup huge | Extract helpers. Still complex? Simplify the design. |\\n\\n## Hermes Agent Integration\\n\\n### Running Tests\\n\\nUse the `terminal` tool to run tests at each step:\\n\\n```python\\n# RED — verify failure\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# GREEN — verify pass\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# Full suite — verify no regressions\\nterminal(\\\"pytest tests/ -q\\\")\\n```\\n\\n### With delegate_task\\n\\nWhen dispatching subagents for implementation, enforce TDD in the goal:\\n\\n```python\\ndelegate_task(\\n goal=\\\"Implement [feature] using strict TDD\\\",\\n context=\\\"\\\"\\\"\\n Follow test-driven-development skill:\\n 1. Write failing test FIRST\\n 2. Run test to verify it fails\\n 3. Write minimal code to pass\\n 4. Run test to verify it passes\\n 5. Refactor if needed\\n 6. Commit\\n\\n Project test command: pytest tests/ -q\\n Project structure: [describe relevant files]\\n \\\"\\\"\\\",\\n toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With systematic-debugging\\n\\nBug found? Write failing test reproducing it. Follow TDD cycle. 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"content": "Verstanden. Ich reproduziere den konkreten Portfolio-KPI-Kontrast jetzt mit Test/Screenshot, fixe gezielt die KPI-Zahlfarbe zentral und starte danach das Dashboard neu.",
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"arguments": "{\"code\":\"from hermes_tools import terminal\\nfrom pathlib import Path\\nimport re\\nroot='/home/agent/.hermes/repos/FinanceManager'\\nprint(terminal('git diff --check', workdir=root)['output'] or 'diff_check OK')\\npat=re.compile(r\\\"(?i)(api[_-]?key|secret|password|token|passwd)\\\\s*[:=]\\\\s*['\\\\\\\"][^'\\\\\\\"]{8,}['\\\\\\\"]\\\")\\ndiff=terminal('git diff -- . \\\":(exclude)frontend/dist\\\"', workdir=root)['output']\\nhits=[l for l in diff.splitlines() if l.startswith('+') and not l.startswith('+++') and pat.search(l)]\\nprint('diff_added_secret_scan', 'OK' if not hits else 'HITS')\\nprint(terminal('git status --short', workdir=root)['output'])\"}"
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"content": "{\"status\": \"success\", \"output\": \"diff_check OK\\ndiff_added_secret_scan OK\\nM frontend/src/components/SummaryCard.vue\\n M frontend/src/pages/GlobalPrimeVueMigration.test.ts\\n\", \"tool_calls_made\": 3, \"duration_seconds\": 1.03}",
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"content": "{\"output\": \"[feat/budget-phase-1-4 095fc41] fix: darken portfolio kpi values\\n 2 files changed, 10 insertions(+), 1 deletion(-)\", \"exit_code\": 0, \"error\": null}",
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"arguments": "{\"code\":\"from pathlib import Path\\nimport re, subprocess\\nroot='/home/agent/.hermes/repos/FinanceManager'\\ntext=Path('/home/agent/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv').read_text()\\ntoken=re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9_]+)', text).group(1)\\nremote='https://x-access-token:'+token+'@github.com/Gamexgit/FinanceManager.git'\\nfor args in [ ['git','push',remote,'feat/budget-phase-1-4'], ['git','fetch',remote,'feat/budget-phase-1-4:refs/remotes/origin/feat/budget-phase-1-4'] ]:\\n res=subprocess.run(args,cwd=root,text=True,capture_output=True,timeout=180)\\n print(args[1], 'exit', res.returncode)\\n print((res.stdout+res.stderr).replace(token,'[REDACTED]'))\\n if res.returncode: raise SystemExit(res.returncode)\\nprint(subprocess.run(['git','rev-parse','HEAD','origin/feat/budget-phase-1-4'],cwd=root,text=True,capture_output=True).stdout)\\nprint(subprocess.run(['git','status','--short','--branch'],cwd=root,text=True,capture_output=True).stdout)\"}"
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"content": "{\"status\": \"success\", \"output\": \"push exit 0\\nTo https://github.com/Gamexgit/FinanceManager.git\\n d54a01d..095fc41 feat/budget-phase-1-4 -> feat/budget-phase-1-4\\n\\nfetch exit 0\\nVon https://github.com/Gamexgit/FinanceManager\\n d54a01d..095fc41 feat/budget-phase-1-4 -> origin/feat/budget-phase-1-4\\n\\n095fc41208e177c01c881d52ea354ba9e4d358d8\\n095fc41208e177c01c881d52ea354ba9e4d358d8\\n\\n## feat/budget-phase-1-4...origin/feat/budget-phase-1-4\\n\\n\", \"tool_calls_made\": 0, \"duration_seconds\": 1.83}",
"tool_call_id": "call_af27gjtRyC2sioXSSGRR75dx"
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{
"role": "assistant",
"content": "Erledigt, Sir.\n\nDer konkrete Lesbarkeitsfehler auf der Portfolio-Hauptseite war gefunden:\n\n- Komponente: `frontend/src/components/SummaryCard.vue`\n- Fehler: KPI-Werte nutzten `text-slate-50` auf heller Card.\n- Betroffen dadurch u. a.: **„Gesamtportfolio CHF“ → CHF 67’709.31**\n- Fix: KPI-Wertfarbe auf `text-slate-950` geändert.\n\nIch habe zusätzlich einen Regressionstest ergänzt:\n\n- `GlobalPrimeVueMigration.test.ts`\n- Prüft jetzt explizit, dass `SummaryCard`/Portfolio-KPI-Werte dunkle, lesbare Textklassen verwenden und nicht wieder `text-slate-50`.\n\n## Verifikation\n\n- Targeted Test: OK — `GlobalPrimeVueMigration` passed\n- Frontend Build: OK\n- `git diff --check`: OK\n- Secret Scan auf Diff: OK\n\n## Git\n\n- **Commit:** `095fc41208e177c01c881d52ea354ba9e4d358d8`\n- **Message:** `fix: darken portfolio kpi values`\n- **Push:** erfolgreich\n- **Remote Hash:** Match\n\nDas laufende Vite-Frontend sollte die Änderung via HMR bereits übernommen haben. Falls Safari auf dem iPhone noch den alten Wert zeigt: Tab schließen oder hart neu laden.",
"codex_message_items": [
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"type": "message",
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"content": [
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"text": "Erledigt, Sir.\n\nDer konkrete Lesbarkeitsfehler auf der Portfolio-Hauptseite war gefunden:\n\n- Komponente: `frontend/src/components/SummaryCard.vue`\n- Fehler: KPI-Werte nutzten `text-slate-50` auf heller Card.\n- Betroffen dadurch u. a.: **„Gesamtportfolio CHF“ → CHF 67’709.31**\n- Fix: KPI-Wertfarbe auf `text-slate-950` geändert.\n\nIch habe zusätzlich einen Regressionstest ergänzt:\n\n- `GlobalPrimeVueMigration.test.ts`\n- Prüft jetzt explizit, dass `SummaryCard`/Portfolio-KPI-Werte dunkle, lesbare Textklassen verwenden und nicht wieder `text-slate-50`.\n\n## Verifikation\n\n- Targeted Test: OK — `GlobalPrimeVueMigration` passed\n- Frontend Build: OK\n- `git diff --check`: OK\n- Secret Scan auf Diff: OK\n\n## Git\n\n- **Commit:** `095fc41208e177c01c881d52ea354ba9e4d358d8`\n- **Message:** `fix: darken portfolio kpi values`\n- **Push:** erfolgreich\n- **Remote Hash:** Match\n\nDas laufende Vite-Frontend sollte die Änderung via HMR bereits übernommen haben. Falls Safari auf dem iPhone noch den alten Wert zeigt: Tab schließen oder hart neu laden."
}
],
"id": "msg_0aa8a96048e7933e016a0a2582a38481918ddfa48a3fb5a26c",
"phase": "final_answer"
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"content": "[M G] Der Contrast-Fix ist akzeptiert. Das Dashboard ist jetzt lesbarer und die PrimeVue-Basis ist stabiler.\n\nBitte starte jetzt den nächsten gezielten Funktionalitätssprint:\n\n# Dashboard Functional Actions Sprint v1\n\nZiel:\nDie wichtigsten User-Aktionen sollen im Vue-Dashboard wirklich bedienbar werden. Nicht nur anzeigen, sondern ausführen: Position hinzufügen, bestehende Position korrigieren, Cash anpassen, Crypto-Bestand anpassen, Verlauf anzeigen und Budget-Kandidaten bestätigen.\n\nWichtig:\n- Keine neuen Provider.\n- Keine neuen Importquellen.\n- Keine OCR/Kamera.\n- Keine komplette Rule Engine.\n- Keine Runtime-DB ins Git.\n- Keine echten Daten ins Git.\n- Keine API-Keys ins Frontend.\n- Schreibaktionen nur über Preview → Confirm → Audit.\n- Keine stillen Mutationen.\n- Keine automatische Orderausführung.\n- Wenn Aktion nicht vollständig funktioniert: Button nicht anzeigen oder klar deaktivieren.\n- Fokus auf bestehende Workflows fertigstellen.\n\n## 1. Position hinzufügen Wizard finalisieren\n\nDer 7-Schritt-Wizard ist begonnen. Bitte jetzt funktional fertig machen.\n\n### Unterstützte Assettypen\n\n- Cash\n- Aktie\n- ETF\n- Crypto\n\n### Für Cash\n\nWorkflow:\n1. Assettyp Cash\n2. Konto/Depot wählen oder neues Konto anlegen\n3. Währung\n4. Betrag\n5. Datum\n6. Typ:\n - Initial Cash Snapshot\n - Einzahlung\n - Auszahlung\n - Korrektur\n7. Zusammenfassung prüfen\n8. Final hinzufügen\n9. Audit\n\n### Für Aktie/ETF\n\nWorkflow:\n1. Assettyp Aktie oder ETF\n2. Suche per ISIN/Name/Ticker\n3. Treffer auswählen oder manuell anlegen\n4. Depot/Konto wählen\n5. Menge\n6. Datum\n7. Währung\n8. Preis/Cost Basis optional\n9. FX automatisch prüfen\n10. Zusammenfassung prüfen\n11. Final hinzufügen\n12. Audit\n\n### Für Crypto\n\nWorkflow:\n1. Assettyp Crypto\n2. Coin suchen oder vorhandenen Coin wählen\n3. Wallet wählen oder neues Wallet anlegen\n4. Menge\n5. Datum\n6. Typ:\n - Initial Snapshot\n - Bestand erhöhen\n - Bestand reduzieren\n - Transfer später separat\n7. Zusammenfassung prüfen\n8. Final hinzufügen\n9. Audit\n\nWenn Crypto im Wizard zu gross ist:\n- mindestens vorhandenen Coin + Wallet + Initial Snapshot unterstützen.\n- Transfer kommt in eigenem Workflow.\n\n## 2. Detail-Actions für Aktien/ETF\n\nIm Aktien/ETF Detail Drawer sollen echte Aktionen möglich sein:\n\n- Kaufen / Position erhöhen\n- Verkaufen / Position reduzieren\n- Dividende/Ausschüttung erfassen\n- Menge korrigieren\n- Position entfernen/stornieren\n- Verlauf anzeigen\n\n### MVP-Priorität\n\nBitte mindestens implementieren:\n\n1. Verlauf anzeigen\n2. Menge korrigieren\n3. Position entfernen/stornieren, falls nur Initial Snapshot/manuelle Testposition\n4. Kaufen / Position erhöhen\n\nVerkaufen und Dividende, falls bereits Backend-Unterstützung vorhanden; sonst klar deaktivieren.\n\nAlle Aktionen:\n- Preview\n- Confirm\n- Audit\n- kein stilles Überschreiben\n\n## 3. Detail-Actions für Cash\n\nIm Cash Detail Drawer:\n\n- Einzahlung\n- Auszahlung\n- Korrektur\n- Entfernen/Stornieren\n- Verlauf anzeigen\n\nMVP-Priorität:\n\n1. Einzahlung\n2. Auszahlung\n3. Korrektur\n4. Verlauf\n\nWichtig:\nCash soll in Budget/Portfolio konsistent bleiben.\n\n## 4. Detail-Actions für Crypto\n\nIm Crypto Detail Drawer:\n\n- Bestand erhöhen\n- Bestand reduzieren\n- Transfer zwischen Wallets\n- Auf 0 setzen\n- Verlauf anzeigen\n\nMVP-Priorität:\n\n1. Verlauf anzeigen\n2. Bestand korrigieren\n3. Bestand erhöhen\n4. Bestand reduzieren\n5. Auf 0 setzen\n\nTransfer, falls Backend gut vorhanden ist; sonst als nächster Sprint.\n\nWichtig:\n- keine direkte Holdings-Überschreibung\n- über crypto_transaction/manual_adjustment\n- Audit\n- Decimal als Text\n\n## 5. Wallet- und Konto-Erstellung im Flow\n\nBitte erlauben:\n\n### Neues Konto\n\nAus Cash/Aktie/ETF-Wizard:\n- Konto hinzufügen\n- Typ:\n - cash\n - brokerage\n - robo_portfolio\n - reserve\n - other\n- Plattform:\n - PostFinance\n - True Wealth\n - Raiffeisen\n - Anderes Konto\n- Währung\n- Confirm\n- Audit\n\n### Neues Wallet\n\nAus Crypto-Wizard:\n- Wallet hinzufügen\n- Typ:\n - Exchange\n - Hardware Wallet\n - Software Wallet\n - DeFi\n - Bank/Broker\n - Sonstiges\n- Provider\n- Chain optional\n- Confirm\n- Audit\n\n## 6. Budget-Kandidaten produktiv bestätigen\nDie Budget-Review-Seite ist jetzt besser. Bitte sicherstellen, dass ich Kandidaten wirklich produktiv bestätigen kann.\n\n### Einzelconfirm\n\n- Kandidat auswählen\n- Kategorie prüfen/ändern\n- Confirm\n- echte budget_transaction entsteht\n- Kandidat verschwindet aus Review\n- Ausgabe/Einnahme erscheint unter Effektive Ausgaben/Einnahmen\n- Budgetstatus aktualisiert sich\n\n### Bulk Confirm\n\n- mehrere Kandidaten auswählen\n- Kategorie prüfen/ändern\n- Preview\n- Confirm\n- echte Buchungen entstehen\n- Audit\n- Fehler pro Kandidat anzeigen\n\n### Ignore/Reopen\n\n- ignorieren\n- wieder öffnen\n- Audit\n\n## 7. Budget-Ausgaben bearbeiten\n\nAuf Effektive Ausgaben:\n\n- Ausgabe öffnen\n- Kategorie ändern\n- Tags ändern\n- Beschreibung/Händler ändern, falls sinnvoll\n- Storno/Reverse\n- Verlauf\n\nWichtig:\n- Betrag nicht still ändern\n- bei Betragkorrektur: Adjustment/Reversal\n- Audit\n\n## 8. Toasts / Feedback\n\nBitte PrimeVue Toast oder vergleichbare Feedback-Komponente verwenden:\n\n- Erfolg\n- Fehler\n- Warnung\n- Validation\n- Confirm abgeschlossen\n- Audit geschrieben\n- Speichern fehlgeschlagen\n\nKeine stillen Klicks ohne Reaktion.\n\n## 9. Gemeinsame Confirm-Dialoge\n\nBitte bestehende Confirm-Dialoge vereinheitlichen:\n\n- Was wird geändert?\n- Welche Entität?\n- Auswirkungen?\n- Warnungen?\n- Confirm-Button\n- Cancel\n- optional Notiz\n\nVerwendbar für:\n- Position hinzufügen\n- Korrektur\n- Entfernen/Stornieren\n- Budget-Kandidat bestätigen\n- Kategorie ändern\n- Cash-Adjustment\n\n## 10. Tests\n\nBitte Tests ergänzen für:\n\n### Position hinzufügen\n- Cash hinzufügen\n- Aktie/ETF hinzufügen\n- Crypto Initial Snapshot hinzufügen\n- Preview sichtbar\n- Confirm schreibt Audit\n- neue Position sichtbar\n\n### Aktien/ETF Detail Actions\n- Verlauf öffnet\n- Menge korrigieren\n- Kaufen/Erhöhen\n- Entfernen/Stornieren\n- Audit\n\n### Cash Detail Actions\n- Einzahlung\n- Auszahlung\n- Korrektur\n- Verlauf\n- Audit\n\n### Crypto Detail Actions\n- Bestand erhöhen\n- Bestand reduzieren\n- Auf 0 setzen\n- Verlauf\n- Decimal exakt\n- Audit\n\n### Budget Review\n- Einzelconfirm erzeugt budget_transaction\n- Bulk Confirm erzeugt mehrere budget_transactions\n- Kandidat verschwindet aus Review\n- Ausgabe erscheint in Effektive Ausgaben\n- Ignore/Reopen\n\n### UX Feedback\n- Erfolgstoast\n- Fehleranzeige\n- Validation sichtbar\n- keine Fake-Buttons\n\n### Safety\n- keine echten Daten im Git\n- keine Runtime-DB im Git\n- Git-Safety sauber\n\n## 11. Browser Sanity\n\nBitte nach Umsetzung echte Routen testen:\n\n- /positions/add\n- /equity\n- /crypto\n- /wallets\n- /portfolio\n- /planning/budget/expenses/review\n- /planning/budget/expenses/actual\n- /planning/budget/income/actual\n\nFür jede Seite:\n- keine JS-Fehler\n- Aktionen sichtbar\n- nicht funktionierende Aktionen deaktiviert\n- Feedback sichtbar\n\n## 12. Nicht in diesem Sprint\n\nBitte nicht bauen:\n\n- neue Importquellen\n- OCR/Kamera/Vision\n- Merchant Engine\n- komplexe Rule Engine\n- Heatmap/Sunburst\n- Daten-Explorer\n- Analystenratings\n- Backtests\n- Trading-Anbindung\n\n## 13. Verifikation\n\nNach Umsetzung:\n\n- Python compile\n- pytest\n- npm test\n- npm run build\n- source secret scan\n- frontend build secret scan\n- Git-Safety\n- git diff --check\n- Browser sanity\n- Commit\n- Push\n\n## 14. Abschlussbericht\n\nBitte berichten:\n\n- Position hinzufügen fertig: ja/nein\n- Cash hinzufügen funktioniert: ja/nein\n- Aktie/ETF hinzufügen funktioniert: ja/nein\n- Crypto hinzufügen funktioniert: ja/nein\n- Aktien/ETF Detail-Actions: ja/nein\n- Cash Detail-Actions: ja/nein\n- Crypto Detail-Actions: ja/nein\n- Konto/Wallet-Erstellung im Flow: ja/nein\n- Budget Einzelconfirm funktioniert: ja/nein\n- Budget Bulk Confirm funktioniert: ja/nein\n- Effektive Ausgaben Bearbeitung funktioniert: ja/nein\n- Toast/Feedback implementiert: ja/nein\n- Confirm-Dialoge vereinheitlicht: ja/nein\n- Tests\n- Build\n- Git-Safety\n- Commit-Hash\n- Push-Status\n- offene Grenzen\n\nWichtig:\nDas Ziel ist ein arbeitsfähiges Dashboard: sehen, klicken, ändern, bestätigen, Audit."
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"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## Important linked references\\n\\n- `references/vue-dashboard-tailscale-api-base.md` — FinanceManager Vue dashboard Tailscale restart/troubleshooting: set `VITE_API_BASE_URL` to the browser-visible Tailscale Vite origin, verify `/api/runtime/status` through Tailscale, and avoid remote-browser `127.0.0.1` confusion.\\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, and `references/fastapi-vue-dashboard-transition.md` for the FastAPI read-only API + Vue User Mode transition pattern, DTO contracts, frontend Git-safety additions, and TestClient threading pitfall, `references/vue-ux-reference-sprint-pattern.md` for controlled UX-reference analysis/design-matrix/UI-system work on the read-only Vue vertical slice without copying external code/assets or expanding feature scope, and `references/vue-dashboard-autoload-runtime-operations.md` for auto-loading local FastAPI runtime DTOs, launch/browser sanity, SQLite `check_same_thread=False`, and final push verification, and `references/vue-cockpit-v11-preview-confirm-drawers.md` for the usable Vue cockpit pattern covering Preview/Confirm manual entry, detail drawers, roadmap links, stale-process browser sanity, frontend build location, changed-file secret scans, and authenticated remote-hash verification, `references/vue-cockpit-uat-preview-confirm-acceptance.md` for safe local Vue/FastAPI UAT of Cash/Equity Preview → Confirm → Audit flows, ledger-vs-compatibility writes, dry-run no-write verification, and the `JARVIS_FINANCE_DB_PATH` pytest contamination pitfall, and `references/crypto-vue-dashboard-readmodel-hardening.md` for Crypto Vue/FastAPI readmodel fixes around holdings-before-prices aggregation, compact crypto UX, sparkline empty states, wallet drilldowns, dashboard start/stop scripts, and full verification/push discipline, and `references/vue-manual-entry-v12-acceptance-completion.md` for completing Vue/FastAPI manual-entry acceptance flows including provider-search response DTOs, FX-aware previews, audited remove/account/wallet endpoints, review/test cleanup, cache/build cleanup before Git-safety, and authenticated remote-hash verification, and `references/vue-provider-preview-confirm-hardening.md` for provider-search/cross-listing dedupe, preview-as-read-only, confirm-as-write-boundary, cached CoinGecko URL sanitization, focused reviewer prompts, and post-test cleanup before Git-safety, and `references/vue-manual-position-v122-hardening.md` for v1.2.2-style manual-position provider warning normalization, candidate snapshot propagation, Equity status labels, compact Crypto layout, and remote-hash push verification. Key decisions:\\n\\n- Platform/account views: Raiffeisen, PostFinance, True Wealth, Crypto-Coins, plus Gesamtansicht.\\n- Existing Google Drive files under `Finanzen/01 Aktueller Stand Portfolios` are **initial-snapshot reality checks**, not full ledgers.\\n- MVP means the smallest useful first version: correct data foundation, ledger, CHF/FX logic, platform views, crypto inventory, watchlist, reports, workflows and audit log.\\n- Stock/ETF tax documents are downgraded: optional reference/control module and dividend/distribution transparency, not MVP 1 and not a complete tax dossier replacement.\\n- Crypto inventory is promoted to MVP 1: wallet/platform-level holdings, Crypto PDF, CoinGecko valuation, stale-price warnings and manual verification.\\n- Crypto snapshot values are stale; use quantities only and recalculate current values via CoinGecko later.\\n- MVP dashboard recommendation: Streamlit + SQLite + SQLAlchemy/Pandas/Plotly for the initial safe operations/admin shell; when moving toward a premium User Mode, use a thin FastAPI read-only API first and Vue 3 + TypeScript frontend later, following `references/fastapi-vue-dashboard-transition.md`.\\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## Budget-module PRD, source analysis and Phase-1 implementation\\n\\nWhen the user asks for a Budget/Cashflow module PRD based on Google Drive source material, follow `references/budget-module-prd-drive-analysis.md`: temp-only structural analysis of PRDs, XLS/XLSX budget workbooks and CSV samples; no real values in chat; no repo/raw-data commits; create both Markdown and Google Doc artifacts in Drive; verify IDs and cleanup temp files before reporting.\\n\\nWhen implementing the first Budget/Cashflow foundation in FinanceManager, follow `references/budget-phase1-manual-ledger-foundation.md`: build only the manual ledger foundation first (budget accounts/categories/tags/manual transactions/transfers/monthly overview), keep imports/rules/duplicates out of scope until separately authorized, use Preview → Confirm as the write boundary, store exact money/FX fields as Decimal text where precision matters, and run the backend/frontend/Git-safety cleanup gate before commit/push.\\n\\nWhen extending Budget/Cashflow into runtime category/tag administration, budget-plan seeds, or workbook-derived dry-run helpers, follow `references/budget-phase11-runtime-category-seed.md`: keep Preview → Confirm → Audit as the write boundary, archive/deactivate tags instead of hard-deleting, keep UI free of prominent technical IDs, handle real budget workbooks temp-only with aggregate reporting, support old `.xls` through optional `xlrd`, run frontend commands from `frontend/`, and verify with compile/full pytest/frontend tests/build/scoped Ruff/secret scan/remote-hash push.\\n\\nWhen moving workbook-derived budget seeds from dry-run into persistent review candidates and a Vue/FastAPI review workflow, follow `references/budget-phase12-excel-seed-review.md`: persist only `budget_seed_candidates` during seed, keep Confirm as the productive write boundary, expose unclean ranges for review, align persistent parser counts with the validated dry-run analyzer, verify `productive_budget_plan_mutation=false`, scan build artifacts before cleanup, then remove generated frontend/caches before Git-safety.\\n\\nFor Budget/Cashflow Phase 1.4 workviews, extend the same safety pattern: create a verified runtime DB backup before migration/seed, use schema migrations for review-only transaction candidates, never confirm CSV/Migros/VISA rows as productive transactions during seed, expose Import Review and Income Forecast as review/work views, keep row-click drawers backed by filtered API endpoints, allow category/transaction edits only through audited update endpoints, convert/reopen unclean candidates with audit, report aggregate counts only, run full backend pytest plus frontend vitest/build, remove `frontend/dist`, `.vite`, `node_modules`, `.pytest_cache`, and `__pycache__` before Git-safety, then push and verify remote hash.\\n\\nFor Budget/Cashflow source-aware import correction after Phase 1.4-style candidate floods, follow `references/budget-source-aware-import-review.md`: keep Migros CSV as the source of truth for Migros expenses, aggregate Migros article rows into receipt-level review candidates, mark overlapping credit-card Migros rows as `covered_by_migros`, keep Galaxus review-required/splittable, classify AKB/Raiffeisen income and own-account transfers without booking internal transfers as income/expense, preserve Dry run → Review → Confirm, and report only aggregate counts/statuses.\\n\\nFor Budget/Cashflow Phase 1.6-style user category rules over existing import-review candidates, follow `references/budget-phase16-user-category-rules.md`: create/extend explainable candidate metadata such as `rule_id`, `rule_name`, `classification`, `review_reason`, confidence and `covered_by_source`; re-evaluate only open scoped candidates after a verified runtime backup; keep Confirm as the only productive write boundary; expose review tabs for subscriptions, Galaxus/Digitec, Migros threshold cases, health, transport, shopping, pets, admin/unclear and covered-by-Migros; and verify aggregate-only that productive budget transaction count did not change.\\n\\nFor Budget/Cashflow Phase 1.7-style UX/workflow refactors, follow `references/budget-phase17-ux-workflow-refactor.md`: separate Import Review, Category Assignment, Effective Expenses, Category Tree, Budget Planning and Budget-vs-Actual into distinct work surfaces; replace generic read-only messaging on work pages with Review-/Arbeitsmodus; make every visible action functional or explicitly disabled; show local amounts in the UI but never in chat reports; keep candidates as candidates until Confirm; ensure category/transaction/candidate changes are audited; build category merge as Preview → Confirm; run full backend/frontend/Git-safety verification before commit/push.\\n\\nFor Budget/Cashflow Phase 1.8-style core-flow corrections, follow `references/budget-phase18-core-confirm-flow.md`: remove duplicated candidate work pages, make **Buchungen prüfen** the single central review page, require Confirm to create a real `budget_transactions` row with `source_type='import_candidate'`/`source_candidate_id`, persist `confirmed_transaction_id` on the candidate, show Effective Expenses only from confirmed expense transactions, include actual-only categories in Budgetstatus even without plan rows, archive UAT/test runtime artefacts after a backup and audit event, and check SQLite migrations for lingering `__phase*` FK references after table rebuilds.\\n\\nFor Budget/Cashflow Phase 1.9-style review-productivity work, follow `references/budget-phase19-review-productivity.md`: improve **Buchungen prüfen** with summary cards, filters, sorting, multi-select batch actions, mandatory Batch Confirm Preview, split UI, and category creation from review; add a Rule Manager MVP-light that only sets suggestions on open candidates; improve Effective Expenses/Budgetstatus/Income work pages; and preserve the explicit prohibition on productive mass-confirming real candidates without current-turn user approval.\\n\\nFor Budget/Cashflow Phase 1.10-style core-correctness cleanup, follow `references/budget-phase110-2026-core-cleanup.md`: force active Budgetjahr 2026 as the default across review/effective transactions/status/charts; archive 2025 candidates as reference and block out-of-year confirms; simplify categories into logical Einnahmen/Ausgaben buckets with canonical leaves; make bulk assignment/confirm/ignore/reopen report per-candidate errors; build Budgetstatus monthly matrix and MVP charts from confirmed 2026 transactions only; and run runtime backup + audit cleanup without real mass-confirming candidates.\\n\\nFor Budget/Cashflow Phase 1.11-style status/Income/formatting corrections, follow `references/budget-phase111-status-income-formatting.md`: make Budgetstatus use a full-outer-join-style category result so actual-only categories appear, roll up subcategory bookings to parents without hiding child rows, show `ohne Budget` for actuals without plan, centralize Vue money/percent/quantity formatters, build the Einkünfte page on existing income budget plans, report Excel income candidates aggregate-only, and always restart/verify local plus Tailscale dashboard links after the correction round.\\n\\nFor Vue Mobile UX/iPhone/iPad readiness sprints, follow `references/vue-mobile-ux-sprint.md`: treat the sprint as responsive UX only, preserve desktop tables while adding mobile card lists and compact navigation, avoid starting import/rule/OCR/provider engines, verify route/Tailscale access, and only claim real mobile viewport emulation if tooling actually performed it.\\n\\nFor Budget/Cashflow Phase 1.11-style Migros auto-booking and monthly Budgetstatus analytics, follow `references/budget-phase111-migros-monthly-analytics.md`: Migros receipts always map to `Essen & Haushalt` regardless of the old 50 CHF threshold, article rows remain detail-only, credit-card Migros stays `covered_by_migros`, runtime confirmation requires backup/audit and aggregate-only reporting, and Budgetstatus row click/chart click should expose monthly analysis and filtered Effective Expenses links.\\n\\nFor external finance/bookkeeping app reference analyses that inform Budget/Cashflow UX, follow `references/budget-ux-reference-analysis.md`: treat the work as non-implementation, clone/inspect separately, check license, copy no code/assets, avoid runtime data, compare stack/API/data model/transaction UX/analytics, and produce a Markdown roadmap with function matrix, navigation proposal, data-model comparison, and explicit safety checklist.\\n\\nFor Budget/Cashflow UX v2 implementation sprints after an accepted external-reference analysis, follow `references/budget-ux-v2-transaction-analysis-hub.md`: commit the accepted analysis document with the sprint, use RED tests first, consolidate navigation into Budget/Transaktionen/Analyse/Setup, make **Buchungen prüfen** the only central review page, improve Effective Ausgaben/Einnahmen from confirmed transactions only, add Kategorieanalyse/Monatsvergleich/Budget-vs-Ist v1 without Heatmap/Sunburst/Explorer/import expansion, simplify category buckets, document but do not build a large Merchant Engine, and verify local plus Tailscale API routes after restart.\\n\\nFor Budget Analytics/Dashboard v2 work where Übersicht, Budgetstatus and Budget-vs-Ist have drifted into duplicate views, follow `references/budget-analytics-dashboard-v2-separation.md`: split the routes into distinct monthly cockpit, category-control, and plan-vs-reality analysis pages; create separated DTOs/viewmodels with explicit `purpose` fields; count only confirmed transactions as actuals; exclude candidates/transfers/covered-by-Migros double counting; use native SVG charts unless a clear dependency need justifies ECharts; and update legacy/mobile tests to assert content on the correct separated page rather than on the old overview catch-all.\\n\\nFor FinanceManager Vue UI-system/professionalization sprints where the user wants a brighter, more compact Budget dashboard without new finance features, follow `references/primevue-budget-ui-system.md`: prefer PrimeVue 4 + `@primeuix/themes` Aura + Chart.js, do not copy Sakai/Vuestic templates or assets, migrate Budget pages incrementally, preserve existing routes/API clients and Preview → Confirm → Audit boundaries, add PrimeVue/Vitest/jsdom setup, and verify full backend/frontend/secret/Git-safety gates before commit/push.\\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. For Vue/FastAPI Crypto page hardening, follow `references/crypto-vue-dashboard-readmodel-hardening.md`: aggregate holdings by asset/wallet before applying the latest price, test duplicate-price-row regressions, keep crypto UI compact, hide weak sparklines behind an empty state, and make wallet rows drill into wallet detail.\\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. When the user asks to move beyond Streamlit, do not mutate the working Streamlit UI first; add a small FastAPI read-only boundary with DTOs and tests, then build a Vue vertical slice. Follow `references/fastapi-vue-dashboard-transition.md`.\\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- Letting the Budget/Cashflow foundation become a hidden import/rule-engine sprint. Phase 1 should be manual accounts/categories/tags/transactions/transfers/overview only, with Preview → Confirm writes and no VISA/Migros/Cumulus import, duplicate engine, or rule engine unless the user explicitly opens that next phase. See `references/budget-phase1-manual-ledger-foundation.md`.\\n- Treating workbook-derived Budget/Cashflow seeds as safe productive imports. Excel seed parsing may persist review candidates, but must not mutate productive budget plans until explicit Confirm. Always compare candidate counts with the validated dry-run analyzer, preserve ambiguous rows as unclean ranges, and verify aggregate-only that productive budget table counts did not change during seed. See `references/budget-phase12-excel-seed-review.md`.\\n- Letting Phase 1.5-style source-aware Budget/Cashflow import corrections remain row-granular. Migros/Cumulus article rows are detail data, not normal review candidates; aggregate them to receipts and mark previous article candidates `superseded`/archived with audit after a verified runtime backup. Credit-card Migros rows must be `covered_by_migros`, Galaxus must stay review-required/splittable, and AKB/Raiffeisen own-account transfers must be transfer candidates rather than income/expense. See `references/budget-source-aware-import-review.md`.\\n- Over-broad merchant matching in Budget user-category rules. A plain pattern such as `M ` can falsely classify unrelated merchants as Migros; use normalized explicit merchant tokens, guard special abbreviations, and exclude `Migrol` from grocery/Migros coverage when it should classify as fuel/transport. User-rule passes must update candidate metadata only, keep Galaxus/Digitec review-required/splittable, and prove no productive transactions were created. See `references/budget-phase16-user-category-rules.md`.\\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 or duplicated workflows, 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. For Budget candidate workflows specifically, do not keep Import Review and Category Assignment as two pages over the same rows; centralize them as **Buchungen prüfen** and ensure Confirm really books a productive transaction before claiming acceptance. See `references/dashboard-functional-ux-stabilization.md`, `references/dashboard-usability-simplification.md`, and `references/budget-phase18-core-confirm-flow.md`.\\n- In Budget/Cashflow review-productivity/core-correctness sprints, confusing built batch tooling with permission to use it productively. Build and test batch confirm on synthetic/test DB data, but for real runtime candidates keep Batch Confirm behind Preview → explicit user Confirm and do not mass-confirm real candidates during the implementation sprint. Rule MVP actions must set candidate suggestions only, never create `budget_transactions`; split Confirm must exact-match candidate totals and audit all created linked transactions. When the active budget year is fixed (e.g. 2026), make every default Review/Summary/Effective/Budgetstatus/Chart query year-aware, archive old-year candidates as reference, and block out-of-year confirms. See `references/budget-phase19-review-productivity.md` and `references/budget-phase110-2026-core-cleanup.md`.\\n- In Budgetstatus work, accidentally showing only categories with budget plans. The table must be Full-Outer-Join-style over active plans and confirmed active-year actuals: actual-only categories must appear with `ohne Budget`, plan-only categories must remain visible with neutral/no-actuals status, and empty categories without plan/actuals stay hidden. Subcategory postings must appear on the booked subcategory and aggregate into parent rollups; do not move transactions just to make a parent row visible. See `references/budget-phase111-status-income-formatting.md`.\\n- Letting dashboard Decimal strings leak raw into the Vue UI. Long values such as `4019.308333333333482` are unacceptable in User Mode: use central Vue formatters for money/percent/quantity, keep Decimal/TEXT storage and domain calculations intact, and update contract tests when DTO display output intentionally standardizes to `0.00`. See `references/budget-phase111-status-income-formatting.md`.\\n- Treating mobile readiness as a narrow CSS tweak or, worse, as permission to start new finance modules. For iPhone/iPad FinanceManager work, preserve desktop tables but add mobile card lists, compact navigation, touch-friendly drawers/buttons, and route/Tailscale sanity; do not start VISA/Migros/OCR/rule/duplicate/provider engines, and do not claim viewport emulation unless browser tooling actually did it. See `references/vue-mobile-ux-sprint.md`.\\n- Building a parallel model for Budget Einkünfte when existing budget plans are enough. Income MVP should use `budget_plan_items` with income categories, add/archive with audit, derive monthly/yearly values from cadence, list Excel income candidates aggregate-only, and keep Review/Confirm as the productive write boundary. See `references/budget-phase111-status-income-formatting.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- During Budget/Cashflow runtime cleanup or UAT, allowing test/seed rows to leak into User Mode is a correctness bug. Create a runtime backup first, report dry-run counts only, archive/deactivate UAT artefacts with audit, then verify user-facing APIs/pages return zero matching visible objects. If you create temporary runtime UAT rows to prove Confirm/category/ignore flows, archive them immediately after verification. See `references/budget-phase18-core-confirm-flow.md`.\\n- Rebuilding SQLite tables with `ALTER TABLE ... RENAME TO ...` without checking dependent foreign keys. SQLite can rewrite dependent table references to the temporary table name, causing later inserts to fail with `no such table: main.`. After migrations that rebuild budget transactions/candidates, inspect `sqlite_master` for `__phase` references and regression-test dependent inserts into tags/transfers/line-items/splits. See `references/budget-phase18-core-confirm-flow.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 -- `, 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. Follow `references/provider-integration-sprint-v2.md`: normal dashboard render must use local DB/non-probing status only; provider calls require explicit click/CLI/schedule; FMP remains primary for search/price preview; Twelve Data/Finnhub/Massive are fallbacks; EODHD is never default and requires explicit low-volume opt-in; provider statuses and errors must be sanitized categories, not raw responses or secret-bearing URLs.\\n- Adding a browser frontend without expanding Git-safety and secret boundaries. For FinanceManager Vue/FastAPI work, block `frontend/dist`, `frontend/node_modules`, `.vite`, and `.env.*` except `.env.example`; provider keys stay backend/runtime-only and must not appear in `VITE_*` variables. FastAPI tests that inject an in-memory SQLite connection through `TestClient` need `check_same_thread=False`, otherwise SQLite may fail in the worker thread.\\n- Implementing Vue auto-load as hidden provider refresh. Auto-load is allowed only for local FastAPI/runtime DTOs; render must not call CoinGecko/OpenFIGI/FMP/Finnhub/Yahoo/etc. Add visible local-data status, explicit refresh semantics, and browser performance checks for zero external provider resources. For launch/browser sanity/process hygiene, follow `references/vue-dashboard-autoload-runtime-operations.md`.\\n- Claiming the Vue/FastAPI dashboard was restarted before proving the browser-visible Tailscale path works. For remote/iPhone use, localhost checks are insufficient: kill stale listeners, restart backend/frontend, verify `ss` listener bind addresses, verify `/api/runtime/status` through `http://:5173`, and confirm the delivered Vite client has `VITE_API_BASE_URL=http://:5173`. See `references/vue-dashboard-tailscale-api-base.md`.\\n- In Budget UX v2-style transaction/analysis sprints, letting an accepted reference analysis remain uncommitted or letting the sprint drift into Heatmap/Sunburst/Explorer/import-wizard work. Commit the accepted Markdown analysis with the feature, keep scope to navigation, confirmed transaction lists, calm review UX, category/month/budget-vs-actual analysis, and category bucket/merge-preview work. For Tailscale/iPhone, do not start Vite with `VITE_API_BASE_URL=http://127.0.0.1:8000`; use the browser-visible Tailscale Vite origin so `/api` proxy calls work remotely. See `references/budget-ux-v2-transaction-analysis-hub.md`.\\n- Treating `npm install` as part of the normal Vue dashboard restart. If `frontend/node_modules` exists, start Vite directly with the correct environment; reserve install for dependency changes or missing modules.\\n- Joining crypto holdings directly to historical/current price rows in detail or wallet readmodels. Multiple price rows per asset can duplicate wallet allocations and inflate values. Aggregate holdings by asset/wallet first, fetch the latest price once per asset, then value the aggregate; regression-test one asset split across wallets plus multiple price rows. See `references/crypto-vue-dashboard-readmodel-hardening.md`.\\n- Shipping a Vue/FastAPI cockpit update after tests pass but before real browser/API sanity from the current checkout. Stale uvicorn/node processes can mask route changes; if OpenAPI or click behavior looks stale, check/kill the process bound to the port and restart from the working tree. Verify `/positions/add`, `/equity` row-click drawers, `/openapi.json` endpoint registration, frontend tests/build from `frontend/`, changed-file/build-artifact secret scans, commit, push, and remote hash equality. See `references/vue-cockpit-v11-preview-confirm-drawers.md`.\\n- During Vue/FastAPI UAT, letting `JARVIS_FINANCE_DB_PATH` leak from the UAT server environment into pytest can make unit tests hit the UAT DB instead of their temporary runtime; unset it before full pytest unless the test explicitly requires a fixed DB path. For manual Cash and Equity/ETF Preview → Confirm flows, verify both persisted domain state and audit rows; Cash may currently need a bridge write to both ledger `transactions` and `cash_balances` compatibility/control rows. For the v1.2 completion pass, use `references/vue-manual-entry-v12-acceptance-completion.md`: update frontend mocks when moving from bare `searchInstruments` to provider-search DTOs, archive review/test accounts even when they have no remaining equity transactions, remove `.pytest_cache` and `frontend/dist` after tests/build before Git-safety, and verify authenticated push by remote-hash equality without printing or storing the token. For provider-search/preview-confirm hardening, use `references/vue-provider-preview-confirm-hardening.md`: Preview must not materialize provider/catalog instruments, Confirm is the write boundary, provider dedupe must preserve ISIN cross-listings by exchange/currency, cached CoinGecko URLs must be sanitized before DTO/DOM use, and independent re-review should focus on these exact failure modes. See `references/vue-cockpit-uat-preview-confirm-acceptance.md`.\\n- In FinanceManager Vue UI-system sprints, confusing design-system adoption with a template migration or feature sprint. Do not copy full Sakai/Vuestic templates or assets, do not expand Budget/import logic, and do not replace routes/API clients wholesale. Prefer incremental PrimeVue/Aura page refactors with visible user semantics around charts/tables, Vitest PrimeVue/jsdom setup, and full compile/test/build/secret/Git-safety verification. See `references/primevue-budget-ui-system.md`.\\n- Treating external Vue/finance-dashboard references as a license-free component source or as authorization for a new feature sprint. When the user provides reference apps, first produce a reference analysis, design matrix, small UI design system, layout sketch, and component hierarchy; then apply only controlled read-only UX improvements. Copy no code/assets/branding, keep Streamlit as Admin/Fallback if applicable, avoid normal-render API calls, and park budgeting/FIRE/forecast/goal modules as roadmap unless explicitly authorized. See `references/vue-ux-reference-sprint-pattern.md`.\\n\", \"path\": \"finance/finance-system-architecture/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/finance/finance-system-architecture\", \"linked_files\": {\"references\": [\"references/crypto-single-coin-runtime-test.md\", \"references/guided-manual-review-pilot.md\", \"references/multi-wallet-crypto-and-equity-manage-ui.md\", \"references/mvp-crypto-report-export.md\", \"references/broker-review-queue-hardening.md\", \"references/mvp-import-pipeline-tasks-9-13.md\", \"references/primevue-budget-ui-system.md\", \"references/broker-mini-import-completion-and-dq-consolidation.md\", \"references/budget-phase111-migros-monthly-analytics.md\", \"references/broker-parser-dry-run-pipeline.md\", \"references/crypto-xlsx-initial-snapshot-dry-run.md\", \"references/crypto-price-refresh-and-idempotent-btc-runtime.md\", \"references/provider-secret-auth-debugging.md\", \"references/spec-v0.3-decisions.md\", 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"content": "{\"success\": true, \"name\": \"vue-primevue-dashboard-migration\", \"description\": \"Incrementally migrate Vue/Vite dashboards to PrimeVue/Aura: light app shells, shared UI components, DataTables, charts, responsive UX, tests, bundle checks.\", \"tags\": [\"vue\", \"primevue\", \"vite\", \"ui-migration\", \"dashboard\", \"frontend\", \"charts\", \"responsive\"], \"related_skills\": [\"test-driven-development\", \"requesting-code-review\", \"popular-web-designs\", \"claude-design\"], \"content\": \"---\\nname: vue-primevue-dashboard-migration\\ndescription: \\\"Incrementally migrate Vue/Vite dashboards to PrimeVue/Aura: light app shells, shared UI components, DataTables, charts, responsive UX, tests, bundle checks.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nplatforms: [linux, macos]\\nmetadata:\\n hermes:\\n tags: [vue, primevue, vite, ui-migration, dashboard, frontend, charts, responsive]\\n related_skills: [test-driven-development, requesting-code-review, popular-web-designs, claude-design]\\n---\\n\\n# Vue + PrimeVue Dashboard UI Migration\\n\\n## When to Use\\n\\nUse this skill when migrating an existing Vue/Vite dashboard to a more professional component system, especially PrimeVue/Aura, while preserving existing routes, API clients, and business logic.\\n\\nTypical triggers:\\n- \\\"Make the dashboard look professional / modern / light / compact\\\"\\n- \\\"Migrate to PrimeVue / Aura / Sakai style\\\"\\n- \\\"Refactor UI only; no backend changes\\\"\\n- \\\"Unify app shell/sidebar/mobile nav\\\"\\n- \\\"Convert tables, filters, dialogs, badges, and charts to PrimeVue\\\"\\n- \\\"Keep existing FastAPI/Vue structure, no Big-Bang rewrite\\\"\\n\\n## Core Rules\\n\\n1. **UI-only means UI-only.** Do not add domain features, providers, import engines, or backend business logic unless strictly required for API compatibility.\\n2. **No template copy-paste.** Use Sakai/Aura/Vuestic as design inspiration; do not import whole templates, foreign assets, or example code blindly.\\n3. **Preserve routes and API clients first.** Refactor components behind the same route paths and data contracts.\\n4. **Light theme default.** Use calm finance colors, bright surfaces, compact density, modest radius, subtle shadows.\\n5. **Shared components before many page edits.** Create reusable wrappers so every page does not invent its own cards, badges, tables, dialogs, and headers.\\n6. **TDD and interaction tests.** Add tests before implementation for shell navigation, page rendering, DataTables, selection, dialogs/drawers, and chart data.\\n7. **Verify bundle impact.** PrimeVue/Chart.js can grow bundles; use route-based lazy imports and document remaining large chunks.\\n8. **No secrets/runtime data.** Never commit `.env`, runtime DBs, build caches, real data, API keys, or provider credentials.\\n\\n## Recommended Migration Sequence\\n\\n### 1. Baseline and Safety\\n\\n- Check branch, working tree, existing UI-framework commit, and running dashboard health.\\n- Inventory current Vue pages/components and dark-mode class usage.\\n- Confirm dependencies and licenses: `primevue`, `@primeuix/themes`, `primeicons`, `chart.js` are MIT at time of writing.\\n- Document the framework decision and integration approach.\\n\\n### 2. RED Tests First\\n\\nAdd tests that fail before the migration:\\n- App shell renders light UI and new navigation groups.\\n- Mobile navigation still exists.\\n- Shared components exist and render.\\n- Critical routes are lazy-loaded.\\n- Budget/finance pages render PrimeVue DataTables/Charts where expected.\\n- Old dark user-dashboard classes are absent from migrated pages.\\n- Low-contrast light-theme conflicts are absent from user pages and shared finance components: scan not only Tailwind classes (`text-white`, `text-slate-100/200/300`, pale status text, dark surfaces) but also scoped raw CSS color/background pairs from the previous dark theme.\\n- Dialogs/drawers can open, close, and reopen, including reopening the same selected row/card.\\n\\n### 3. Global PrimeVue Setup\\n\\nIn `main.ts`:\\n- Register PrimeVue with Aura via `@primeuix/themes/aura`.\\n- Register Chart.js elements once if using PrimeVue Chart.\\n- Import `primeicons/primeicons.css` and the project stylesheet.\\n\\nPrefer local component imports inside pages instead of registering every PrimeVue component globally.\\n\\n### 4. Shared UI Components\\n\\nCreate a class-level UI kit, usually under `src/components/ui/`:\\n- `PageHeader`\\n- `KpiCard`\\n- `StatusBadge`\\n- `DataQualityBadge`\\n- `FilterToolbar`\\n- `PrimeDataTable`\\n- `MoneyValue`\\n- `PercentValue`\\n- `EmptyState`\\n- `ConfirmDialog`\\n- `DetailDialog` or `DetailDrawer`\\n- `ChartPanel`\\n- `ActionToolbar`\\n- `SectionCard`\\n- `LoadingState`\\n- `ErrorState`\\n\\nKeep wrappers thin. They should standardize density, tone, and layout, not hide PrimeVue so deeply that page code becomes opaque.\\n\\n### 5. App Shell and Navigation\\n\\nMigrate the shell first:\\n- Light background, white sidebar, subtle borders/shadows.\\n- De-emphasize technical runtime/provider notes.\\n- Group User Mode navigation by job-to-be-done: Command Center, Portfolio, Crypto, Budget, Transactions, Analysis, Reports.\\n- Keep Admin/Debug separate from the main User flow.\\n- Keep mobile bottom nav, but align it with the new route grouping.\\n\\n### 6. Page Migration Pattern\\n\\nFor each page:\\n1. Keep the route and API calls unchanged.\\n2. Replace native/dark cards with `Card`/`SectionCard`.\\n3. Replace tables with `DataTable` + `Column` where useful.\\n4. Replace status text with `Tag`/`StatusBadge`.\\n5. Replace ad hoc filters with `Toolbar`, `Select`, `MultiSelect`, `InputText`, `DatePicker`.\\n6. Replace side panels/details with `Dialog`/`Drawer` and explicit state transitions.\\n7. Add or preserve mobile card lists where DataTable is too dense.\\n8. Ensure disabled/incomplete actions are visually disabled and do not fire.\\n\\n### 7. Charts\\n\\nUse PrimeVue Chart / Chart.js for standard finance charts:\\n- Bar/horizontal bar for budget-vs-actual.\\n- Doughnut for category or asset allocation.\\n- Line or combined bar/line for monthly comparisons.\\n\\nKeep charts compact and responsive. Add visible labels or adjacent ranking lists so tests and accessibility do not depend only on canvas pixels.\\n\\n### 8. Bundle / Code Splitting\\n\\n- Convert route components from static imports to lazy imports: `const Page = () => import('@/pages/Page.vue')`.\\n- Rebuild and inspect Vite output.\\n- Document large chunks such as `datatable`, `tag`, `dialog`, and Chart.js rather than over-optimizing prematurely.\\n- If warnings remain, consider lazy-loading chart-heavy pages/components.\\n\\n## Verification Checklist\\n\\nRun before commit:\\n- Python compile if repo includes backend Python.\\n- Backend tests if API-backed dashboard.\\n- Frontend tests.\\n- Frontend build.\\n- Source/staged secret scan.\\n- Frontend build secret scan.\\n- Git safety tests if present.\\n- `git diff --check`.\\n- Browser or HTTP route sanity for critical dashboard routes.\\n- Visual contrast sanity on the pages the user called out, using screenshots/vision when available; route `200` alone is not enough for a contrast bug.\\n- For any user-reported unreadable value, write a focused RED test against the shared component/value line that renders it, verify the failure, then change the central token/class and rerun the targeted test plus build.\\n- Independent code review via `requesting-code-review` for multi-file migrations; specifically ask reviewers to inspect scoped CSS/raw colors, not just class names.\\n\\n## Common Pitfalls\\n\\n- **Watcher/object identity modal bug:** If a dialog opens via `selected = row`, closing the dialog but leaving `selected` unchanged can prevent reopening the same row. Use an explicit `openDetail(row) { selected = row; visible = true }` and regression-test close/reopen.\\n- **Build-only confidence is insufficient:** A UI migration can build and still break row-click, batch selection, dialog reopen, mobile nav, or disabled-action semantics.\\n- **Canvas-only charts are hard to test:** Keep nearby textual rankings/labels or assert the data passed into chart components.\\n- **Bulk dark-class replacement can hurt contrast:** After replacing dark backgrounds, scan for low-contrast classes like pale text on white/light surfaces.\\n- **Scoped raw CSS can evade Tailwind scans:** Old dark-theme scoped styles such as `background: rgb(15 23 42 / .75)` plus newly darkened text can create dark-on-dark or light-on-light bugs. Add regex/allowlist tests for raw RGB/hex colors or migrate scoped styles to shared light-theme tokens.\\n- **Allocation/card headings are easy to miss:** Visual cards can appear mostly correct while section headings remain nearly invisible (`text-slate-50` on white). Use browser screenshot/vision checks for pages the user names, especially Crypto/Portfolio/Equity.\\n- **Primary KPI values can hide in shared cards:** Do not only scan pages; inspect shared KPI/card components such as `SummaryCard` and `KpiCard`. A single pale value class (`text-slate-50`) in a shared card can make critical figures like “Gesamtportfolio CHF” unreadable across Portfolio/Command Center pages. Add a regression test that extracts the KPI value line and requires a dark readable class (`text-slate-950`/`text-slate-900` or equivalent), not just absence of old dark surfaces.\\n- **PrimeVue wrappers can hide attrs:** Ensure `data-test`, `href`, `disabled`, and click handlers pass through where tests and accessibility need them.\\n- **Lazy route imports can break tests that expect direct imports:** Update tests to mount pages directly or assert lazy route text via raw file checks.\\n- **Tailscale/mobile dev access can fail despite local 200s:** If the frontend is served over a Tailscale IP for phone/tablet testing, do not start Vite with `VITE_API_BASE_URL=http://127.0.0.1:8000`; mobile browsers resolve that to the device itself. Bind the backend to `0.0.0.0` when appropriate and set `VITE_API_BASE_URL=http://:8000`, then verify both frontend and backend via Tailscale URLs.\\n\\n## Reference Files\\n\\n- `references/financemanager-primevue-migration-v1.md` — condensed notes from the FinanceManager global PrimeVue/Aura migration sprint, including verification outcomes and a modal state regression fix.\\n- `references/financemanager-light-contrast-fix.md` — follow-up contrast/readability sprint notes: raw scoped CSS contrast testing, visual audit workflow, and safe feature-continuation pattern for Position hinzufügen.\\n\", \"path\": \"software-development/vue-primevue-dashboard-migration/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/vue-primevue-dashboard-migration\", \"linked_files\": {\"references\": [\"references/financemanager-light-contrast-fix.md\", \"references/financemanager-primevue-migration-v1.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"vue\", \"primevue\", \"vite\", \"ui-migration\", \"dashboard\", \"frontend\", \"charts\", \"responsive\"], \"related_skills\": [\"test-driven-development\", \"requesting-code-review\", \"popular-web-designs\", \"claude-design\"]}}}",
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"content": "{\"success\": true, \"name\": \"test-driven-development\", \"description\": \"TDD: enforce RED-GREEN-REFACTOR, tests before code.\", \"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: test-driven-development\\ndescription: \\\"TDD: enforce RED-GREEN-REFACTOR, tests before code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [testing, tdd, development, quality, red-green-refactor]\\n related_skills: [systematic-debugging, writing-plans, subagent-driven-development]\\n---\\n\\n# Test-Driven Development (TDD)\\n\\n## Overview\\n\\nWrite the test first. Watch it fail. Write minimal code to pass.\\n\\n**Core principle:** If you didn't watch the test fail, you don't know if it tests the right thing.\\n\\n**Violating the letter of the rules is violating the spirit of the rules.**\\n\\n## When to Use\\n\\n**Always:**\\n- New features\\n- Bug fixes\\n- Refactoring\\n- Behavior changes\\n\\n**Exceptions (ask the user first):**\\n- Throwaway prototypes\\n- Generated code\\n- Configuration files\\n\\nThinking \\\"skip TDD just this once\\\"? Stop. That's rationalization.\\n\\n## The Iron Law\\n\\n```\\nNO PRODUCTION CODE WITHOUT A FAILING TEST FIRST\\n```\\n\\nWrite code before the test? Delete it. Start over.\\n\\n**No exceptions:**\\n- Don't keep it as \\\"reference\\\"\\n- Don't \\\"adapt\\\" it while writing tests\\n- Don't look at it\\n- Delete means delete\\n\\nImplement fresh from tests. Period.\\n\\n## Red-Green-Refactor Cycle\\n\\n### RED — Write Failing Test\\n\\nWrite one minimal test showing what should happen.\\n\\n**Good test:**\\n```python\\ndef test_retries_failed_operations_3_times():\\n attempts = 0\\n def operation():\\n nonlocal attempts\\n attempts += 1\\n if attempts < 3:\\n raise Exception('fail')\\n return 'success'\\n\\n result = retry_operation(operation)\\n\\n assert result == 'success'\\n assert attempts == 3\\n```\\nClear name, tests real behavior, one thing.\\n\\n**Bad test:**\\n```python\\ndef test_retry_works():\\n mock = MagicMock()\\n mock.side_effect = [Exception(), Exception(), 'success']\\n result = retry_operation(mock)\\n assert result == 'success' # What about retry count? Timing?\\n```\\nVague name, tests mock not real code.\\n\\n**Requirements:**\\n- One behavior per test\\n- Clear descriptive name (\\\"and\\\" in name? Split it)\\n- Real code, not mocks (unless truly unavoidable)\\n- Name describes behavior, not implementation\\n\\n### Verify RED — Watch It Fail\\n\\n**MANDATORY. Never skip.**\\n\\n```bash\\n# Use terminal tool to run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n```\\n\\nConfirm:\\n- Test fails (not errors from typos)\\n- Failure message is expected\\n- Fails because the feature is missing\\n\\n**Test passes immediately?** You're testing existing behavior. Fix the test.\\n\\n**Test errors?** Fix the error, re-run until it fails correctly.\\n\\n### GREEN — Minimal Code\\n\\nWrite the simplest code to pass the test. Nothing more.\\n\\n**Good:**\\n```python\\ndef add(a, b):\\n return a + b # Nothing extra\\n```\\n\\n**Bad:**\\n```python\\ndef add(a, b):\\n result = a + b\\n logging.info(f\\\"Adding {a} + {b} = {result}\\\") # Extra!\\n return result\\n```\\n\\nDon't add features, refactor other code, or \\\"improve\\\" beyond the test.\\n\\n**Cheating is OK in GREEN:**\\n- Hardcode return values\\n- Copy-paste\\n- Duplicate code\\n- Skip edge cases\\n\\nWe'll fix it in REFACTOR.\\n\\n### Verify GREEN — Watch It Pass\\n\\n**MANDATORY.**\\n\\n```bash\\n# Run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n\\n# Then run ALL tests to check for regressions\\npytest tests/ -q\\n```\\n\\nConfirm:\\n- Test passes\\n- Other tests still pass\\n- Output pristine (no errors, warnings)\\n\\n**Test fails?** Fix the code, not the test.\\n\\n**Other tests fail?** Fix regressions now.\\n\\n### REFACTOR — Clean Up\\n\\nAfter green only:\\n- Remove duplication\\n- Improve names\\n- Extract helpers\\n- Simplify expressions\\n\\nKeep tests green throughout. Don't add behavior.\\n\\n**If tests fail during refactor:** Undo immediately. Take smaller steps.\\n\\n### Repeat\\n\\nNext failing test for next behavior. One cycle at a time.\\n\\n## Why Order Matters\\n\\n**\\\"I'll write tests after to verify it works\\\"**\\n\\nTests written after code pass immediately. Passing immediately proves nothing:\\n- Might test the wrong thing\\n- Might test implementation, not behavior\\n- Might miss edge cases you forgot\\n- You never saw it catch the bug\\n\\nTest-first forces you to see the test fail, proving it actually tests something.\\n\\n**\\\"I already manually tested all the edge cases\\\"**\\n\\nManual testing is ad-hoc. You think you tested everything but:\\n- No record of what you tested\\n- Can't re-run when code changes\\n- Easy to forget cases under pressure\\n- \\\"It worked when I tried it\\\" ≠ comprehensive\\n\\nAutomated tests are systematic. They run the same way every time.\\n\\n**\\\"Deleting X hours of work is wasteful\\\"**\\n\\nSunk cost fallacy. The time is already gone. Your choice now:\\n- Delete and rewrite with TDD (high confidence)\\n- Keep it and add tests after (low confidence, likely bugs)\\n\\nThe \\\"waste\\\" is keeping code you can't trust.\\n\\n**\\\"TDD is dogmatic, being pragmatic means adapting\\\"**\\n\\nTDD IS pragmatic:\\n- Finds bugs before commit (faster than debugging after)\\n- Prevents regressions (tests catch breaks immediately)\\n- Documents behavior (tests show how to use code)\\n- Enables refactoring (change freely, tests catch breaks)\\n\\n\\\"Pragmatic\\\" shortcuts = debugging in production = slower.\\n\\n**\\\"Tests after achieve the same goals — it's spirit not ritual\\\"**\\n\\nNo. Tests-after answer \\\"What does this do?\\\" Tests-first answer \\\"What should this do?\\\"\\n\\nTests-after are biased by your implementation. You test what you built, not what's required. Tests-first force edge case discovery before implementing.\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Too simple to test\\\" | Simple code breaks. Test takes 30 seconds. |\\n| \\\"I'll test after\\\" | Tests passing immediately prove nothing. |\\n| \\\"Tests after achieve same goals\\\" | Tests-after = \\\"what does this do?\\\" Tests-first = \\\"what should this do?\\\" |\\n| \\\"Already manually tested\\\" | Ad-hoc ≠ systematic. No record, can't re-run. |\\n| \\\"Deleting X hours is wasteful\\\" | Sunk cost fallacy. Keeping unverified code is technical debt. |\\n| \\\"Keep as reference, write tests first\\\" | You'll adapt it. That's testing after. Delete means delete. |\\n| \\\"Need to explore first\\\" | Fine. Throw away exploration, start with TDD. |\\n| \\\"Test hard = design unclear\\\" | Listen to the test. Hard to test = hard to use. |\\n| \\\"TDD will slow me down\\\" | TDD faster than debugging. Pragmatic = test-first. |\\n| \\\"Manual test faster\\\" | Manual doesn't prove edge cases. You'll re-test every change. |\\n| \\\"Existing code has no tests\\\" | You're improving it. Add tests for the code you touch. |\\n\\n## Red Flags — STOP and Start Over\\n\\nIf you catch yourself doing any of these, delete the code and restart with TDD:\\n\\n- Code before test\\n- Test after implementation\\n- Test passes immediately on first run\\n- Can't explain why test failed\\n- Tests added \\\"later\\\"\\n- Rationalizing \\\"just this once\\\"\\n- \\\"I already manually tested it\\\"\\n- \\\"Tests after achieve the same purpose\\\"\\n- \\\"Keep as reference\\\" or \\\"adapt existing code\\\"\\n- \\\"Already spent X hours, deleting is wasteful\\\"\\n- \\\"TDD is dogmatic, I'm being pragmatic\\\"\\n- \\\"This is different because...\\\"\\n\\n**All of these mean: Delete code. Start over with TDD.**\\n\\n## Verification Checklist\\n\\nBefore marking work complete:\\n\\n- [ ] Every new function/method has a test\\n- [ ] Watched each test fail before implementing\\n- [ ] Each test failed for expected reason (feature missing, not typo)\\n- [ ] Wrote minimal code to pass each test\\n- [ ] All tests pass\\n- [ ] Output pristine (no errors, warnings)\\n- [ ] Tests use real code (mocks only if unavoidable)\\n- [ ] Edge cases and errors covered\\n\\nCan't check all boxes? You skipped TDD. Start over.\\n\\n## When Stuck\\n\\n| Problem | Solution |\\n|---------|----------|\\n| Don't know how to test | Write the wished-for API. Write the assertion first. Ask the user. |\\n| Test too complicated | Design too complicated. Simplify the interface. |\\n| Must mock everything | Code too coupled. Use dependency injection. |\\n| Test setup huge | Extract helpers. Still complex? Simplify the design. |\\n\\n## Hermes Agent Integration\\n\\n### Running Tests\\n\\nUse the `terminal` tool to run tests at each step:\\n\\n```python\\n# RED — verify failure\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# GREEN — verify pass\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# Full suite — verify no regressions\\nterminal(\\\"pytest tests/ -q\\\")\\n```\\n\\n### With delegate_task\\n\\nWhen dispatching subagents for implementation, enforce TDD in the goal:\\n\\n```python\\ndelegate_task(\\n goal=\\\"Implement [feature] using strict TDD\\\",\\n context=\\\"\\\"\\\"\\n Follow test-driven-development skill:\\n 1. Write failing test FIRST\\n 2. Run test to verify it fails\\n 3. Write minimal code to pass\\n 4. Run test to verify it passes\\n 5. Refactor if needed\\n 6. Commit\\n\\n Project test command: pytest tests/ -q\\n Project structure: [describe relevant files]\\n \\\"\\\"\\\",\\n toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With systematic-debugging\\n\\nBug found? Write failing test reproducing it. Follow TDD cycle. 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"id": "rs_0aa8a96048e7933e016a0a2608fab4819194efaafeab6b1f69",
"summary": [
{
"type": "summary_text",
"text": "**Assessing API needs**\n\nI need to consider existing APIs and possibly inspect their schemas. It sounds like I should look into their API clients and tests to get a better understanding. Utilizing a delegated parallel inventory might be a good strategy to manage everything effectively. I'll ensure I’m thorough with my exploration to cover all necessary bases! Let’s dive into this and see what I find."
}
]
}
],
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{
"id": "call_8SQsdrAaGZx1DGmR7d1VlnRC",
"call_id": "call_8SQsdrAaGZx1DGmR7d1VlnRC",
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"name": "delegate_task",
"arguments": "{\"tasks\":[{\"goal\":\"Inventory existing backend APIs/services/tests for FinanceManager functional actions. Identify exact endpoints and payloads for positions/cash/equity/crypto/wallet/account/budget candidate confirm/history/audit. Do not modify files. Return concise actionable summary with missing gaps and file paths.\",\"context\":\"Repo: /home/agent/.hermes/repos/FinanceManager. User requested Dashboard Functional Actions Sprint v1. Constraints: no new providers/imports/OCR; writes only Preview→Confirm→Audit; no runtime DB/git data. Need know existing capabilities before implementing. Use terminal/read-only inspection.\",\"toolsets\":[\"terminal\",\"file\"]},{\"goal\":\"Inventory existing frontend Vue pages/api clients/tests for PositionAddPage, EquityPage, CryptoPage, WalletsPage, PortfolioPage, Budget review/effective expenses. Identify current buttons/forms, API client functions, test patterns, gaps for toasts/confirm dialogs. Do not modify files. Return concise actionable summary with file paths.\",\"context\":\"Repo: /home/agent/.hermes/repos/FinanceManager/frontend. User requested Dashboard Functional Actions Sprint v1. Constraints: no fake buttons; disable unavailable actions; preview-confirm-audit. Need know frontend gaps before RED tests.\",\"toolsets\":[\"terminal\",\"file\"]}]}"
}
}
]
},
{
"role": "tool",
"name": "delegate_task",
"content": "{\"results\": [{\"task_index\": 0, \"status\": \"completed\", \"summary\": \"## What I did\\nRead-only inventory of `/home/agent/.hermes/repos/FinanceManager` backend API routers, schemas, services, frontend API wrappers, and relevant tests. No files modified.\\n\\n## Key API files\\n- App/router registration: `src/jarvis_finance/api/main.py`\\n- Functional action router: `src/jarvis_finance/api/routers/positions.py`\\n- Cash router: `src/jarvis_finance/api/routers/cash.py`\\n- Equity router: `src/jarvis_finance/api/routers/equity.py`\\n- Crypto/wallet router: `src/jarvis_finance/api/routers/crypto.py`\\n- Budget router: `src/jarvis_finance/api/routers/budget.py`\\n- Typed position/action payloads: `src/jarvis_finance/api/schemas/positions.py`\\n- Core action service: `src/jarvis_finance/services/manual_entry_service.py`\\n- Budget services:\\n - `src/jarvis_finance/services/budget_accounts.py`\\n - `src/jarvis_finance/services/budget_categories.py`\\n - `src/jarvis_finance/services/budget_plans.py`\\n - `src/jarvis_finance/services/budget_transactions.py`\\n - `src/jarvis_finance/services/budget_imports.py`\\n\\n## Existing endpoints and payloads\\n\\n### Positions / equity functional actions\\nBase prefix is `/api`.\\n\\n- `GET /api/reference/accounts`\\n - Returns active accounts: `{ account_id, label, account_type, currency }`.\\n\\n- `POST /api/instruments/search`\\n - Payload:\\n ```json\\n {\\n \\\"asset_class\\\": \\\"stock|etf|...\\\",\\n \\\"query\\\": \\\"text\\\",\\n \\\"currency\\\": \\\"CHF?\\\",\\n \\\"exchange\\\": \\\"SIX?\\\",\\n \\\"country\\\": \\\"CH?\\\",\\n \\\"main_listing_only\\\": true,\\n \\\"hide_cdr_adr_derivatives\\\": true\\n }\\n ```\\n - Local DB search.\\n\\n- `POST /api/instruments/provider-search`\\n - Same payload as above.\\n - Returns `{ candidates, warnings, selection_required }`.\\n - Existing tests ensure explicit provider action only, sanitized warnings, no provider call on render.\\n\\n- `POST /api/positions/preview`\\n - Payload from `PositionPreviewRequest`:\\n ```json\\n {\\n \\\"asset_class\\\": \\\"stock|etf\\\",\\n \\\"account_id\\\": \\\"acct_id\\\",\\n \\\"instrument_id\\\": \\\"optional_existing_instrument\\\",\\n \\\"candidate_id\\\": \\\"optional_provider_candidate\\\",\\n \\\"name\\\": \\\"optional manual name\\\",\\n \\\"ticker\\\": \\\"optional\\\",\\n \\\"isin\\\": \\\"optional\\\",\\n \\\"quantity\\\": \\\"3\\\",\\n \\\"currency\\\": \\\"CHF\\\",\\n \\\"trade_date\\\": \\\"2026-05-17\\\",\\n \\\"transaction_type\\\": \\\"initial_snapshot|buy|...\\\",\\n \\\"cost_basis_original\\\": \\\"30\\\",\\n \\\"note\\\": \\\"text\\\"\\n }\\n ```\\n - Returns:\\n ```json\\n {\\n \\\"preview_id\\\": \\\"...\\\",\\n \\\"asset_class\\\": \\\"stock\\\",\\n \\\"summary\\\": \\\"...\\\",\\n \\\"amount_chf\\\": \\\"91.00|null\\\",\\n \\\"fx_status\\\": \\\"not_needed|ok|missing\\\",\\n \\\"warnings\\\": []\\n }\\n ```\\n - Preview does not write audit/transactions.\\n\\n- `POST /api/positions/confirm`\\n - Payload: same as preview plus:\\n ```json\\n { \\\"preview_id\\\": \\\"...\\\", \\\"confirm\\\": true }\\n ```\\n - Writes `transactions`, may materialize provider-selected instrument, may cache candidate price, writes `audit_log`.\\n - Returns `{ status, entity_id, audit_id, message }`.\\n\\n- `POST /api/positions/{position_id}/remove/preview`\\n - No meaningful body.\\n - Returns `{ position_id, transaction_count, safe_to_remove, reason, affected_transactions, consequences }`.\\n\\n- `POST /api/positions/{position_id}/remove/confirm`\\n - Payload:\\n ```json\\n { \\\"confirm\\\": true, \\\"confirmation_text\\\": \\\"ENTFERNEN\\\", \\\"note\\\": \\\"text\\\" }\\n ```\\n - Only voids a single manual initial snapshot; blocks history.\\n\\n- Read/detail/history:\\n - `GET /api/equity/positions`\\n - `GET /api/equity/positions/{position_id}`\\n - `GET /api/portfolio/positions/{position_id}`: richer detail/action list.\\n - `GET /api/market/prices/{instrument_id}/history`: price history only, not transaction history.\\n\\n### Cash functional actions\\n- `GET /api/cash/summary`\\n- `GET /api/cash/positions/{position_id}` where `position_id` is `account_id:currency`.\\n\\n- `POST /api/cash/preview`\\n - Payload:\\n ```json\\n {\\n \\\"account_id\\\": \\\"cash1\\\",\\n \\\"currency\\\": \\\"CHF\\\",\\n \\\"amount\\\": \\\"250.25\\\",\\n \\\"transaction_type\\\": \\\"cash_deposit|cash_withdrawal|initial_snapshot\\\",\\n \\\"booking_date\\\": \\\"2026-05-17\\\",\\n \\\"note\\\": \\\"manual deposit\\\"\\n }\\n ```\\n\\n- `POST /api/cash/confirm`\\n - Payload: same as preview plus:\\n ```json\\n { \\\"preview_id\\\": \\\"...\\\", \\\"confirm\\\": true }\\n ```\\n - Writes `transactions`, `cash_balances`, `audit_log`.\\n\\n### Crypto / wallet\\nCrypto positions are mostly read-only; wallet containers have functional create/delete-confirm.\\n\\n- Read/detail/history:\\n - `GET /api/crypto/positions`\\n - `GET /api/crypto/positions/{asset_id}`\\n - `GET /api/crypto/prices/{asset_id}/history`\\n - `GET /api/wallets`\\n - `GET /api/wallets/{wallet_id}`\\n\\n- `POST /api/wallets/preview`\\n - Payload via `ContainerPreviewRequest`:\\n ```json\\n {\\n \\\"name\\\": \\\"Empty Wallet\\\",\\n \\\"wallet_type\\\": \\\"exchange|hardware|...\\\",\\n \\\"platform_name\\\": \\\"optional\\\",\\n \\\"note\\\": \\\"text\\\"\\n }\\n ```\\n\\n- `POST /api/wallets/confirm`\\n - Payload same plus:\\n ```json\\n { \\\"preview_id\\\": \\\"...\\\", \\\"confirm\\\": true }\\n ```\\n - Writes `crypto_wallets`, `audit_log`.\\n\\n- `POST /api/wallets/{wallet_id}/delete/confirm`\\n - Payload:\\n ```json\\n { \\\"confirm\\\": true, \\\"note\\\": \\\"text\\\" }\\n ```\\n - If no holdings: deletes wallet. If holdings exist: deactivates wallet. Writes audit.\\n - Gap: no delete preview endpoint.\\n\\n### Account containers\\nThese are brokerage/bank `accounts`, separate from budget accounts.\\n\\n- `POST /api/accounts/preview`\\n - Payload:\\n ```json\\n {\\n \\\"platform_name\\\": \\\"Anderes Konto\\\",\\n \\\"account_name\\\": \\\"Manual Broker\\\",\\n \\\"account_type\\\": \\\"brokerage|cash|...\\\",\\n \\\"currency\\\": \\\"CHF\\\",\\n \\\"note\\\": \\\"text\\\"\\n }\\n ```\\n\\n- `POST /api/accounts/confirm`\\n - Payload same plus:\\n ```json\\n { \\\"preview_id\\\": \\\"...\\\", \\\"confirm\\\": true }\\n ```\\n - May create platform; writes account and audit.\\n\\n- `POST /api/accounts/{account_id}/deactivate/confirm`\\n - Payload:\\n ```json\\n { \\\"confirm\\\": true, \\\"note\\\": \\\"text\\\" }\\n ```\\n - Gap: no deactivate preview.\\n\\n### General audit\\n- `GET /api/audit`\\n - Query params:\\n - `entity_type` optional\\n - `entity_id` optional\\n - Returns latest 50:\\n ```json\\n {\\n \\\"audit_id\\\": \\\"...\\\",\\n \\\"timestamp\\\": \\\"...\\\",\\n \\\"action\\\": \\\"...\\\",\\n \\\"entity_type\\\": \\\"...\\\",\\n \\\"entity_id\\\": \\\"...\\\",\\n \\\"note\\\": \\\"...\\\",\\n \\\"quality_status\\\": \\\"ok|missing_fx|...\\\"\\n }\\n ```\\n - Implemented in `positions.py` via `manual_entry_service.list_audit`.\\n - Gap: no frontend API wrapper found for `/api/audit`.\\n\\n## Budget candidate / confirm / history/action endpoints\\n\\nBudget router uses prefix `/api/budget`.\\n\\n### Budget accounts\\n- `GET /api/budget/accounts?include_archived=false`\\n- `POST /api/budget/accounts/preview`\\n - Payload:\\n ```json\\n {\\n \\\"budget_account_id\\\": \\\"optional\\\",\\n \\\"linked_account_id\\\": \\\"optional existing accounts.account_id\\\",\\n \\\"name\\\": \\\"Haushalt\\\",\\n \\\"account_type\\\": \\\"checking|cash|credit_card|savings|other\\\",\\n \\\"currency\\\": \\\"CHF\\\",\\n \\\"notes\\\": \\\"text\\\"\\n }\\n ```\\n- `POST /api/budget/accounts/confirm`: same payload; writes audit.\\n- `POST /api/budget/accounts/{account_id}/archive`: no body required; writes audit.\\n- Gap: archive has no preview/confirm split.\\n\\n### Categories/tags\\n- Categories:\\n - `GET /api/budget/categories`\\n - `GET /api/budget/categories/tree`\\n - `POST /api/budget/categories/preview`\\n - `POST /api/budget/categories/confirm`\\n - `POST /api/budget/categories/{category_id}/update`\\n - `POST /api/budget/categories/{category_id}/archive`\\n - `POST /api/budget/categories/{category_id}/delete-empty`\\n - `POST /api/budget/categories/merge/preview`\\n - `POST /api/budget/categories/merge/confirm`\\n\\n- Category create payload:\\n ```json\\n {\\n \\\"category_id\\\": \\\"optional\\\",\\n \\\"parent_category_id\\\": \\\"optional\\\",\\n \\\"name\\\": \\\"Essen & Haushalt\\\",\\n \\\"category_type\\\": \\\"income|expense|transfer|neutral\\\",\\n \\\"color\\\": \\\"#22c55e\\\",\\n \\\"icon\\\": \\\"basket\\\",\\n \\\"sort_order\\\": 10\\n }\\n ```\\n\\n- Category update payload:\\n ```json\\n {\\n \\\"name\\\": \\\"new\\\",\\n \\\"category_type\\\": \\\"expense\\\",\\n \\\"parent_category_id\\\": \\\"optional|null\\\",\\n \\\"sort_order\\\": 20,\\n \\\"color\\\": \\\"#...\\\",\\n \\\"icon\\\": \\\"...\\\",\\n \\\"change_note\\\": \\\"text\\\"\\n }\\n ```\\n\\n- Merge confirm payload:\\n ```json\\n {\\n \\\"target_category_id\\\": \\\"bcat_target\\\",\\n \\\"source_category_ids\\\": [\\\"bcat_source1\\\"],\\n \\\"note\\\": \\\"text\\\"\\n }\\n ```\\n\\n- Tags:\\n - `GET /api/budget/tags`\\n - `POST /api/budget/tags/preview`\\n - `POST /api/budget/tags/confirm`\\n - `POST /api/budget/tags/{tag_id}/archive`\\n- Tag payload:\\n ```json\\n { \\\"tag_id\\\": \\\"optional\\\", \\\"name\\\": \\\"Haushalt\\\", \\\"color\\\": \\\"#22c55e\\\" }\\n ```\\n\\n### Budget plans / income plans\\n- `GET /api/budget/plans?month=YYYY-MM&include_archived=true`\\n- `POST /api/budget/plans/preview`\\n- `POST /api/budget/plans/confirm`\\n- `GET /api/budget/income/plans?year=2026`\\n- `POST /api/budget/income/plans/preview`\\n- `POST /api/budget/income/plans/confirm`\\n- `POST /api/budget/income/plans/{plan_item_id}/archive`\\n\\nPlan payload:\\n```json\\n{\\n \\\"plan_item_id\\\": \\\"optional\\\",\\n \\\"plan_month\\\": \\\"2026-05\\\",\\n \\\"category_id\\\": \\\"bcat_id\\\",\\n \\\"name\\\": \\\"Food plan\\\",\\n \\\"monthly_amount_chf\\\": \\\"100.00\\\",\\n \\\"annual_amount_chf\\\": \\\"1200.00\\\",\\n \\\"cadence\\\": \\\"monthly|quarterly|annual|one_time|irregular\\\",\\n \\\"is_fixed_cost\\\": false,\\n \\\"source_type\\\": \\\"manual\\\",\\n \\\"notes\\\": \\\"text\\\"\\n}\\n```\\n\\n### Budget transactions\\n- `GET /api/budget/transactions` with filters:\\n - `month`, `year`, `account_id`, `category_id`, `transaction_type`, `merchant`, `tag`, `status`, `source_type`, `search`, `date_from`, `date_to`.\\n\\n- `POST /api/budget/transactions/preview`\\n- `POST /api/budget/transactions/confirm`\\n\\nTransaction payload:\\n```json\\n{\\n \\\"budget_transaction_id\\\": \\\"optional\\\",\\n \\\"account_id\\\": \\\"budget_account_id\\\",\\n \\\"transaction_type\\\": \\\"income|expense|transfer|refund|fee|adjustment|reversal\\\",\\n \\\"transaction_date\\\": \\\"2026-05-03\\\",\\n \\\"booking_date\\\": \\\"optional\\\",\\n \\\"description\\\": \\\"Migros\\\",\\n \\\"payee\\\": \\\"Migros\\\",\\n \\\"merchant_id\\\": \\\"optional\\\",\\n \\\"amount_original\\\": \\\"42.00\\\",\\n \\\"currency_original\\\": \\\"CHF\\\",\\n \\\"fx_rate_to_chf\\\": \\\"optional manual override\\\",\\n \\\"category_id\\\": \\\"optional\\\",\\n \\\"source_type\\\": \\\"manual\\\",\\n \\\"source_candidate_id\\\": \\\"optional\\\",\\n \\\"notes\\\": \\\"text\\\",\\n \\\"tag_names\\\": [\\\"Haushalt\\\"],\\n \\\"reversal_of_transaction_id\\\": \\\"optional\\\"\\n}\\n```\\n\\n- `POST /api/budget/transactions/{transaction_id}/update`\\n - Payload allows metadata/category/tag changes only:\\n ```json\\n {\\n \\\"category_id\\\": \\\"optional\\\",\\n \\\"description\\\": \\\"new\\\",\\n \\\"payee\\\": \\\"new\\\",\\n \\\"merchant_id\\\": \\\"optional\\\",\\n \\\"notes\\\": \\\"text\\\",\\n \\\"tag_names\\\": [\\\"tag\\\"],\\n \\\"change_note\\\": \\\"why\\\"\\n }\\n ```\\n - Amount/fx corrections explicitly blocked.\\n\\n- `POST /api/budget/transactions/{transaction_id}/reverse/preview`\\n - Payload optional `{ \\\"reason\\\": \\\"text\\\" }`.\\n- `POST /api/budget/transactions/{transaction_id}/reverse/confirm`\\n - Payload is reversal transaction payload; service forces `transaction_type=reversal`.\\n\\n### Budget transfers\\n- `POST /api/budget/transfers/preview`\\n- `POST /api/budget/transfers/confirm`\\n\\nPayload:\\n```json\\n{\\n \\\"transfer_id\\\": \\\"optional\\\",\\n \\\"from_account_id\\\": \\\"budget_account_id\\\",\\n \\\"to_account_id\\\": \\\"budget_account_id\\\",\\n \\\"amount_original\\\": \\\"100.00\\\",\\n \\\"currency_original\\\": \\\"CHF\\\",\\n \\\"transaction_date\\\": \\\"2026-05-03\\\",\\n \\\"description\\\": \\\"Transfer\\\",\\n \\\"notes\\\": \\\"text\\\"\\n}\\n```\\n\\n### Budget transaction candidates\\n- `GET /api/budget/transaction-candidates`\\n - Filters:\\n - `status`, `tab`, `source_type`, `category_id`, `merchant`, `rule`, `min_confidence`, `date_from`, `date_to`, `amount_min`, `amount_max`, `sort_by`, `sort_dir`, `budget_year`, `include_reference`.\\n\\n- `GET /api/budget/transaction-candidates/summary?budget_year=2026`\\n\\n- `POST /api/budget/transaction-candidates/generate`\\n - Payload depends on `source_type`:\\n ```json\\n {\\n \\\"source_type\\\": \\\"csv_seed|credit_card_csv|migros_csv|bank_csv\\\",\\n \\\"rows\\\": [{ \\\"...\\\": \\\"...\\\" }],\\n \\\"csv_text\\\": \\\"optional raw csv\\\",\\n \\\"source_file_label\\\": \\\"CSV Import\\\",\\n \\\"subscription_category_id\\\": \\\"optional\\\",\\n \\\"migros_covered\\\": true,\\n \\\"auto_category_id\\\": \\\"optional\\\",\\n \\\"threshold_chf\\\": \\\"50.00\\\",\\n \\\"income_category_id\\\": \\\"optional\\\"\\n }\\n ```\\n\\n- Candidate preview/confirm:\\n - `POST /api/budget/transaction-candidates/{candidate_id}/preview`\\n - `POST /api/budget/transaction-candidates/{candidate_id}/confirm`\\n - Payload:\\n ```json\\n {\\n \\\"account_id\\\": \\\"budget_account_id\\\",\\n \\\"category_id\\\": \\\"optional override\\\",\\n \\\"transaction_type\\\": \\\"expense|income|transfer\\\",\\n \\\"transaction_date\\\": \\\"optional override\\\",\\n \\\"description\\\": \\\"optional override\\\",\\n \\\"payee\\\": \\\"optional\\\",\\n \\\"budget_year\\\": \\\"2026\\\"\\n }\\n ```\\n\\n- Other candidate actions:\\n - `POST /api/budget/transaction-candidates/{candidate_id}/ignore` payload `{ \\\"note\\\": \\\"text\\\" }`\\n - `POST /api/budget/transaction-candidates/{candidate_id}/reopen` payload `{ \\\"note\\\": \\\"text\\\" }`\\n - `POST /api/budget/transaction-candidates/{candidate_id}/category` payload `{ \\\"category_id\\\": \\\"bcat\\\", \\\"note\\\": \\\"text\\\" }`\\n - `POST /api/budget/transaction-candidates/bulk-category` payload `{ \\\"candidate_ids\\\": [\\\"...\\\"], \\\"category_id\\\": \\\"bcat\\\", \\\"note\\\": \\\"text\\\" }`\\n - `POST /api/budget/transaction-candidates/{candidate_id}/transfer` payload `{ \\\"note\\\": \\\"text\\\" }`\\n - `POST /api/budget/transaction-candidates/{candidate_id}/category/create`\\n ```json\\n {\\n \\\"name\\\": \\\"New Category\\\",\\n \\\"parent_category_id\\\": \\\"optional\\\",\\n \\\"category_type\\\": \\\"expense\\\"\\n }\\n ```\\n\\n- Splits:\\n - `POST /api/budget/transaction-candidates/{candidate_id}/split`\\n ```json\\n {\\n \\\"splits\\\": [\\n { \\\"amount_original\\\": \\\"20.00\\\", \\\"category_id\\\": \\\"bcat\\\", \\\"notes\\\": \\\"text\\\" }\\n ]\\n }\\n ```\\n - `POST /api/budget/transaction-candidates/{candidate_id}/split/confirm`\\n ```json\\n {\\n \\\"account_id\\\": \\\"budget_account_id\\\",\\n \\\"transaction_type\\\": \\\"expense\\\",\\n \\\"splits\\\": [\\n {\\n \\\"amount_original\\\": \\\"20.00\\\",\\n \\\"category_id\\\": \\\"bcat\\\",\\n \\\"note\\\": \\\"text\\\",\\n \\\"tag\\\": \\\"optional\\\"\\n }\\n ]\\n }\\n ```\\n\\n- Batch candidate actions:\\n - `POST /api/budget/transaction-candidates/batch-confirm-safe/preview`: no body required.\\n - `POST /api/budget/transaction-candidates/batch-confirm-safe`\\n ```json\\n { \\\"account_id\\\": \\\"budget_account_id\\\", \\\"candidate_ids\\\": [\\\"optional\\\"] }\\n ```\\n - `POST /api/budget/transaction-candidates/batch/preview`\\n ```json\\n { \\\"candidate_ids\\\": [\\\"...\\\"], \\\"account_id\\\": \\\"budget_account_id\\\", \\\"budget_year\\\": \\\"2026\\\" }\\n ```\\n - `POST /api/budget/transaction-candidates/batch`\\n ```json\\n {\\n \\\"candidate_ids\\\": [\\\"...\\\"],\\n \\\"action\\\": \\\"confirm|category|ignore|reopen|transfer|covered_by_migros\\\",\\n \\\"account_id\\\": \\\"required for confirm\\\",\\n \\\"category_id\\\": \\\"required for category\\\",\\n \\\"preview_id\\\": \\\"required for confirm\\\",\\n \\\"note\\\": \\\"text\\\",\\n \\\"budget_year\\\": \\\"2026\\\"\\n }\\n ```\\n\\n- Migros/reference helpers:\\n - `POST /api/budget/transaction-candidates/migros-2026/preview` payload optional `{ \\\"year\\\": \\\"2026\\\" }`\\n - `POST /api/budget/transaction-candidates/migros-2026/confirm` payload `{ \\\"account_id\\\": \\\"budget_account_id\\\", \\\"year\\\": \\\"2026\\\" }`\\n - `POST /api/budget/transaction-candidates/archive-reference-year` payload `{ \\\"active_year\\\": \\\"2026\\\", \\\"reference_year\\\": \\\"2025\\\" }`\\n\\n### Budget seed candidates\\n- `GET /api/budget/seed-candidates?status=&candidate_type=`\\n- `POST /api/budget/seed-candidates/generate`\\n ```json\\n {\\n \\\"workbook_rows\\\": { \\\"Sheet\\\": [[\\\"...\\\"]] },\\n \\\"source_file_label\\\": \\\"Budget workbook\\\"\\n }\\n ```\\n- `POST /api/budget/seed-candidates/{seed_candidate_id}/preview`\\n- `POST /api/budget/seed-candidates/{seed_candidate_id}/confirm`\\n- `POST /api/budget/seed-candidates/{seed_candidate_id}/ignore` payload `{ \\\"note\\\": \\\"text\\\" }`\\n- `POST /api/budget/seed-candidates/{seed_candidate_id}/reopen` payload `{ \\\"note\\\": \\\"text\\\" }`\\n- `POST /api/budget/seed-candidates/{seed_candidate_id}/status` payload `{ \\\"status\\\": \\\"pending|...\\\", \\\"note\\\": \\\"text\\\" }`\\n- `POST /api/budget/seed-candidates/{seed_candidate_id}/convert-unclean`\\n ```json\\n { \\\"target_type\\\": \\\"category|budget_plan|...\\\", \\\"...\\\": \\\"service-specific\\\" }\\n ```\\n- Takeover helpers:\\n - `POST /api/budget/seed-candidates/categories/preview-clear-takeover`\\n - `POST /api/budget/seed-candidates/categories/confirm-clear-takeover`\\n - `POST /api/budget/seed-candidates/budget-plans/preview-takeover`\\n - `POST /api/budget/seed-candidates/budget-plans/confirm-takeover`\\n\\n### Budget rules\\n- `GET /api/budget/rules?include_inactive=false`\\n- `POST /api/budget/rules`\\n ```json\\n {\\n \\\"merchant_contains\\\": \\\"Migros\\\",\\n \\\"source_type\\\": \\\"optional\\\",\\n \\\"category_id\\\": \\\"optional\\\",\\n \\\"target_status\\\": \\\"auto|review\\\"\\n }\\n ```\\n- `POST /api/budget/rules/{rule_id}/test`\\n- `POST /api/budget/rules/{rule_id}/apply`\\n- `POST /api/budget/rules/{rule_id}/deactivate`\\n\\n### Budget analytics/read endpoints\\n- `GET /api/budget/dashboard/cockpit?month=2026-05`\\n- `GET /api/budget/analysis/budget-vs-actual?year=2026`\\n- `GET /api/budget/overview?month=YYYY-MM`\\n- `GET /api/budget/status/categories?year=2026`\\n- `GET /api/budget/status/categories/{category_id}/months/{month}`\\n- `GET /api/budget/charts?year=2026`\\n- `GET /api/budget/analysis/categories?year=2026&month=&tx_type=expense`\\n- `GET /api/budget/analysis/monthly-comparison?year=2026`\\n- `GET /api/budget/income/status?year=2026`\\n- `GET /api/budget/income/seed-candidates?year=2026`\\n- `GET /api/budget/monthly-summary?month=YYYY-MM`\\n- `GET /api/budget/categories/summary?month=YYYY-MM`\\n\\n## Existing tests found\\nBackend API/action tests:\\n- `tests/unit/test_fastapi_user_dashboard_skeleton.py`\\n - Read-only baseline endpoints: health, overview, crypto/equity/cash/wallet/report contracts.\\n- `tests/unit/test_fastapi_vue_cockpit_v11.py`\\n - Cash preview/confirm writes only after confirm.\\n - Position preview/confirm writes transaction/audit.\\n - Detail/history endpoints for equity/cash/crypto.\\n - Wallet/account create/delete/deactivate audited.\\n- `tests/unit/test_vue_dashboard_v12_acceptance.py`\\n - FX handling for position confirm.\\n - Provider search behavior/sanitization.\\n - Cleanup preview/confirm.\\n - Remove position preview/confirm.\\n - Provider candidate materialization.\\n- Budget service tests:\\n - `tests/unit/test_budget_ux_v2.py`\\n - Many phase tests under `tests/unit/test_budget_phase*.py`\\n- Frontend API wrappers:\\n - `frontend/src/api/positions.ts`\\n - `frontend/src/api/cash.ts`\\n - `frontend/src/api/equity.ts`\\n - `frontend/src/api/crypto.ts`\\n - `frontend/src/api/budget.ts`\\n - `frontend/src/api/types.ts`\\n- Frontend component tests:\\n - `frontend/src/pages/PositionAddPage.test.ts`\\n - `frontend/src/pages/BudgetUxV2.test.ts`\\n - `frontend/src/pages/BudgetAnalyticsDashboardV2.test.ts`\\n - others.\\n\\n## Actionable gaps\\n- **No crypto holding/coin add/edit/transfer preview-confirm API** found; only wallet create/delete and crypto read/history exist.\\n- **No wallet delete preview**; delete/deactivate is direct confirm only.\\n- **No account deactivate preview**; direct confirm only.\\n- **No full transaction history endpoint for equity/cash positions**; only price history and audit list. Position detail has available actions including “Verlauf”, but backend history is limited to:\\n - `/api/market/prices/{instrument_id}/history`\\n - `/api/crypto/prices/{asset_id}/history`\\n - `/api/audit?...`\\n- **No budget-specific audit/history endpoint**; budget writes audit events, but only general `/api/audit` exists and no frontend wrapper was found.\\n- **Some budget mutating endpoints do not follow strict preview→confirm**, e.g. archive/update/category assignment/rules/apply/ignore/reopen/batch actions are direct POSTs with audit.\\n- **Budget router payloads are mostly raw `dict`**, not Pydantic schemas; payload validation is service-level, less discoverable for frontend.\\n- **Frontend wrapper for `/api/audit` missing** despite backend endpoint.\\n- **Position confirm requires `preview_id` structurally but service does not appear to validate preview ID existence**, only explicit `confirm: true`.\\n- **Budget confirm endpoints generally do not require `confirm: true` or `preview_id`**, unlike positions/cash/wallet/account confirm contracts.\\n\\n## Files created or modified\\nNone.\", \"api_calls\": 12, \"duration_seconds\": 176.7, \"model\": \"gpt-5.5\", \"exit_reason\": \"completed\", \"tokens\": {\"input\": 648226, \"output\": 7468}, \"tool_trace\": [{\"tool\": \"search_files\", \"args_bytes\": 94, \"result_bytes\": 19465, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 97, \"result_bytes\": 17486, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 150, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 145, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 94, \"result_bytes\": 1398, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 107, \"result_bytes\": 6849, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 102, \"result_bytes\": 1769, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 104, \"result_bytes\": 1062, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 104, \"result_bytes\": 1940, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 104, \"result_bytes\": 27521, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 108, \"result_bytes\": 7948, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 722, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 208, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 110, \"result_bytes\": 4670, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 112, \"result_bytes\": 25718, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 107, \"result_bytes\": 12401, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 115, \"result_bytes\": 19309, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 110, \"result_bytes\": 89521, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 116, \"result_bytes\": 47921, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 231, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 226, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 110, \"result_bytes\": 2277, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 93, \"result_bytes\": 2622, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 88, \"result_bytes\": 510, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 90, \"result_bytes\": 719, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 90, \"result_bytes\": 1389, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 91, \"result_bytes\": 20839, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 89, \"result_bytes\": 5592, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 114, \"result_bytes\": 10905, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 106, \"result_bytes\": 10893, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 111, \"result_bytes\": 25093, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 95, \"result_bytes\": 9952, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 106, \"result_bytes\": 5445, \"status\": \"ok\"}]}, {\"task_index\": 1, \"status\": \"completed\", \"summary\": \"## What I did\\n\\nInspected the frontend Vue pages, API clients, and test files under:\\n\\n`/home/agent/.hermes/repos/FinanceManager/frontend`\\n\\nNo files were modified.\\n\\n## Key findings by area\\n\\n### PositionAddPage\\n\\nFiles:\\n- `src/pages/PositionAddPage.vue`\\n- `src/pages/PositionAddPage.test.ts`\\n- `src/pages/VueCockpitV11.test.ts`\\n- `src/api/positions.ts`\\n\\nCurrent UI/actions:\\n- Asset selector buttons: Aktie, ETF, Crypto, Cash.\\n- Provider search button: `Provider-Suche starten`.\\n- Review button: `Zusammenfassung prüfen`.\\n- Confirm button: `Final hinzufügen`.\\n- Back/edit button after preview.\\n- Crypto add flow is explicitly disabled via disabled review/confirm buttons.\\n- Inline success/error boxes only; no toast or modal confirm.\\n\\nAPI functions used:\\n- `getReferenceAccounts`\\n- `providerSearchInstruments`\\n- `previewPosition`\\n- `confirmPosition`\\n- `previewCash`\\n- `confirmCash`\\n\\nTest pattern:\\n- Uses Vitest + Vue Test Utils.\\n- Mocks `@/api/positions`.\\n- Tests wizard steps, provider search, sanitized warnings, preview, confirm, cash flow, disabled confirm on error.\\n\\nGaps:\\n- Confirm is a plain button after preview; no explicit confirm dialog.\\n- No toast service/success/error toast assertions.\\n- No test for “confirm cannot call API without preview” beyond disabled UI.\\n- No audit toast/message standardization beyond inline success text.\\n\\n---\\n\\n### EquityPage\\n\\nFiles:\\n- `src/pages/EquityPage.vue`\\n- `src/pages/ReadOnlySurfaces.test.ts`\\n- `src/pages/MobileUx.test.ts`\\n- `src/pages/VueCockpitV11.test.ts`\\n- `src/api/equity.ts`\\n- `src/api/cash.ts`\\n- `src/api/positions.ts`\\n\\nCurrent UI/actions:\\n- Refresh/load via `LoadActionBar`.\\n- Filter input.\\n- Equity table/mobile cards with detail drawer.\\n- Cash table plus “Konto hinzufügen” form.\\n- Account create form fields:\\n - account name\\n - platform\\n - account type\\n - `Preview → Confirm` button\\n- Equity detail drawer:\\n - `Position entfernen`\\n - available action buttons from backend; disabled when `enabled=false`\\n - inline remove preview panel with required text `ENTFERNEN`\\n - `Storno bestätigen`\\n- Cash detail drawer:\\n - backend-provided action buttons, disabled when unavailable.\\n\\nAPI functions used:\\n- `getHealth`\\n- `getRuntimeStatus`\\n- `getEquityPositions`\\n- `getEquityPositionDetail`\\n- `getCashSummary`\\n- `getCashPosition`\\n- `previewRemovePosition`\\n- `confirmRemovePosition`\\n- `previewAccount`\\n- `confirmAccount`\\n\\nTest pattern:\\n- Read-only surface tests assert auto-load and detail drawer.\\n- VueCockpit test asserts no fake enabled sell button and checks disabled reason.\\n- Mobile test covers mobile cards.\\n\\nGaps:\\n- `createAccount()` does preview and confirm in one click; no visible preview step/user confirmation.\\n- Remove position has inline preview + typed confirmation, but no reusable confirm dialog.\\n- No toast handling.\\n- Errors from create/remove/select detail are not caught or shown.\\n- `Position entfernen` is always visible, not gated by backend available actions.\\n\\n---\\n\\n### CryptoPage\\n\\nFiles:\\n- `src/pages/CryptoPage.vue`\\n- `src/pages/CryptoPage.test.ts`\\n- `src/pages/MobileUx.test.ts`\\n- `src/api/crypto.ts`\\n\\nCurrent UI/actions:\\n- Refresh/load via `LoadActionBar`.\\n- Search input.\\n- Position table/mobile cards.\\n- Detail drawer.\\n- External `CoinGecko öffnen` link.\\n- Disabled button: `Live-Modus optional · später`.\\n- Wallet allocation open buttons.\\n- Backend `available_actions` buttons rendered disabled when unavailable.\\n- Read-only note shown.\\n\\nAPI functions used:\\n- `getHealth`\\n- `getRuntimeStatus`\\n- `getCryptoPositions`\\n- `getCryptoPosition`\\n- `getWallets`\\n- `getWallet`\\n\\nTest pattern:\\n- Mocks crypto/runtime APIs.\\n- Tests auto-load, detail drawer, CoinGecko cache, wallet detail, allocation compaction.\\n\\nGaps:\\n- No mutating actions currently wired on CryptoPage.\\n- Good “unavailable action disabled” pattern exists.\\n- No toast/dialog coverage.\\n- No tests for disabled action not firing.\\n\\n---\\n\\n### WalletsPage\\n\\nFiles:\\n- `src/pages/WalletsPage.vue`\\n- `src/pages/ReadOnlySurfaces.test.ts`\\n- `src/api/crypto.ts`\\n\\nCurrent UI/actions:\\n- Refresh/load via `LoadActionBar`.\\n- `Wallet hinzufügen` toggles inline form.\\n- Form fields:\\n - wallet name\\n - wallet type\\n - `Preview → Confirm`\\n- Detail drawer:\\n - coin list\\n - `Wallet deaktivieren/löschen`\\n - inline success message\\n - note: transfers locked; container actions preview/confirm/audit.\\n\\nAPI functions used:\\n- `getHealth`\\n- `getRuntimeStatus`\\n- `getWallets`\\n- `getWallet`\\n- `previewWallet`\\n- `confirmWallet`\\n- `deleteWallet`\\n\\nTest pattern:\\n- Existing test only checks auto-load and detail fetch.\\n- No tests for create/delete wallet.\\n\\nGaps:\\n- Wallet create does preview and confirm in same click; no visible preview.\\n- Wallet delete calls confirm endpoint directly with `{ confirm: true }`; no preview step and no confirmation dialog.\\n- No toast handling.\\n- No error handling around create/delete/select.\\n- Delete button appears regardless of backend action availability.\\n\\n---\\n\\n### PortfolioPage\\n\\nFiles:\\n- `src/pages/PortfolioPage.vue`\\n- `src/pages/ReadOnlySurfaces.test.ts`\\n- `src/api/portfolio.ts`\\n\\nCurrent UI/actions:\\n- Refresh/load via `LoadActionBar`.\\n- Read-only overview:\\n - summary cards\\n - asset allocation\\n - platform allocation\\n - top 10 positions\\n - unvalued positions\\n- Table `@select` is intentionally no-op.\\n\\nAPI functions used:\\n- `getHealth`\\n- `getRuntimeStatus`\\n- `getOverview`\\n- `getCryptoPositions`\\n- `getEquityPositions`\\n- `getCashSummary`\\n\\nTest pattern:\\n- Tests auto-load and presence of allocation/top positions.\\n\\nGaps:\\n- No mutating actions; likely no confirm/toast needed unless adding dashboard actions.\\n- No drilldown action currently; table select no-op should be considered disabled/unavailable if UX expects no fake actions.\\n\\n---\\n\\n### Budget review / import candidate review\\n\\nFiles:\\n- `src/pages/BudgetImportReviewPage.vue`\\n- `src/pages/BudgetUxV2.test.ts`\\n- `src/api/budget.ts`\\n\\nCurrent UI/actions:\\n- Filters:\\n - confirm account\\n - year\\n - status\\n - bulk category\\n - merchant\\n - source\\n - `Filtern`\\n- Bulk actions:\\n - `Auswahl Kategorie zuweisen`\\n - `Batch Confirm Preview`\\n - `Ignorieren`\\n - `Wieder öffnen`\\n - `Transfer`\\n- Candidate row actions:\\n - `Bestätigen`\\n - `Ignorieren`\\n - `Splitten`\\n - `Details`\\n- Inline category select.\\n- Detail dialog includes:\\n - hidden technical fields filtered from detail display\\n - new category creation\\n - split editor\\n - `Split Preview/Confirm`\\n- Batch confirm has visible preview message and `Jetzt bestätigen`.\\n\\nAPI functions used:\\n- `getBudgetTransactionCandidates`\\n- `getBudgetTransactionCandidateSummary`\\n- `getBudgetAccounts`\\n- `getBudgetCategories`\\n- `confirmBudgetTransactionCandidate`\\n- `confirmBudgetTransactionCandidateSplit`\\n- `createReviewCategoryForCandidate`\\n- `ignoreBudgetTransactionCandidate`\\n- `previewBatchBudgetTransactionCandidates`\\n- `batchBudgetTransactionCandidates`\\n- `updateBudgetTransactionCandidateCategory`\\n\\nTest pattern:\\n- Tests candidate table, tabs, and hidden technical fields.\\n- Does not test row/bulk actions deeply.\\n\\nGaps:\\n- Single `Bestätigen` calls confirm directly; imports `previewBudgetTransactionCandidate` exists in API but is not used here.\\n- `Ignorieren`, `Wieder öffnen`, `Transfer`, category updates, category create, and split confirm execute directly without confirm dialog.\\n- Batch confirm has preview but uses inline message, not dialog.\\n- No toast service; messages are inline `Message`.\\n- No tests for preview-confirm-audit behavior on row confirm, ignore, split, category create, transfer, reopen.\\n- `bulkTransfer` uses generic batch endpoint; imported `markBudgetTransactionCandidateTransfer` exists but is not used in this page.\\n\\n---\\n\\n### Budget effective expenses\\n\\nFiles:\\n- `src/pages/BudgetTransactionsPage.vue`\\n- `src/pages/BudgetUxV2.test.ts`\\n- `src/pages/MobileUx.test.ts`\\n- `src/api/budget.ts`\\n\\nCurrent UI/actions:\\n- Header button: `Ausgabe erfassen`.\\n- Filters:\\n - year\\n - month\\n - date from/to\\n - account\\n - category\\n - merchant\\n - tag\\n- Month buttons:\\n - previous/current/next month\\n- Manual expense dialog:\\n - account\\n - amount\\n - currency\\n - date\\n - description\\n - category\\n - notes\\n - `Preview / Zusammenfassung prüfen`\\n - `Confirm / final speichern`\\n- Transaction detail dialog:\\n - category select\\n - description\\n - tags\\n - audit note\\n - `Adjustment vorbereiten`\\n - `Stornieren vorbereiten`\\n - `Kategorie/Tags mit Audit speichern`\\n- Receipt/photo is a non-clickable roadmap note, good “no fake button” pattern.\\n\\nAPI functions used:\\n- `getBudgetTransactions`\\n- `getBudgetAccounts`\\n- `getBudgetCategories`\\n- `previewBudgetTransaction`\\n- `confirmBudgetTransaction`\\n- `updateBudgetTransaction`\\n\\nTest pattern:\\n- Tests effective expenses list, detail drawer, and update includes `change_note`.\\n- Mobile test checks roadmap receipt note.\\n\\nGaps:\\n- Manual expense flow has visible preview before confirm, but no confirm dialog.\\n- `saveSelected()` updates transaction directly; no preview/confirm step before audit update.\\n- Adjustment/Reversal buttons only set informational messages; they are not disabled buttons, but also not real flows. For “no fake buttons”, either wire flows or convert to clear non-action roadmap/info controls.\\n- No toast service; inline success message only.\\n- No error handling for preview/confirm/update.\\n\\n---\\n\\n### Budget vs actual\\n\\nFiles:\\n- `src/pages/BudgetVsActualPage.vue`\\n- `src/pages/BudgetUxV2.test.ts`\\n- `src/api/budget.ts`\\n\\nCurrent UI/actions:\\n- Year select.\\n- Read-only charts/tables:\\n - budget vs actual bar chart\\n - category donut\\n - overruns\\n - under budget\\n - income vs expenses\\n - net cashflow trend\\n\\nAPI functions used:\\n- `getBudgetVsActualAnalysis`\\n\\nTest pattern:\\n- Tests separation from import review and displays category data.\\n\\nGaps:\\n- Read-only; no confirm/toast required unless adding dashboard actions.\\n- Error is inline `Message`.\\n\\n---\\n\\n## Cross-cutting toast / confirm-dialog inventory\\n\\nFiles:\\n- `src/components/ui/ConfirmDialog.vue`\\n- `src/main.ts`\\n- `src/test/setup.ts`\\n\\nFindings:\\n- There is a small reusable `ConfirmDialog.vue`, but the inspected pages do not use it.\\n- No `ToastService` is installed in `src/main.ts`.\\n- No test setup for PrimeVue Toast/ConfirmationService in `src/test/setup.ts`.\\n- No detected usage of:\\n - `useToast`\\n - `ToastService`\\n - `useConfirm`\\n - `ConfirmationService`\\n - PrimeVue `ConfirmDialog`\\n- Current pattern is mostly inline `Message`, plain div success/error panels, and direct confirm calls.\\n\\n## Most actionable RED test targets\\n\\n1. `WalletsPage`\\n - Creating wallet must show preview summary before confirm API.\\n - Deleting wallet must require preview + explicit confirm dialog/text.\\n - Confirm/delete errors surface as toast or inline error.\\n\\n2. `EquityPage`\\n - Account create must not call `confirmAccount` in the same click as `previewAccount`.\\n - Remove position should show confirm dialog or standardized preview-confirm UI before `confirmRemovePosition`.\\n - Backend unavailable actions stay disabled and do not fire.\\n\\n3. `BudgetImportReviewPage`\\n - Single candidate confirm should call preview first or show confirm dialog before `confirmBudgetTransactionCandidate`.\\n - Ignore/reopen/transfer/category-create/split should require explicit confirmation or have clear preview-confirm audit path.\\n - Batch confirm already has preview; add test that confirm is impossible before preview.\\n\\n4. `BudgetTransactionsPage`\\n - Manual expense confirm impossible before preview.\\n - Category/tag save should require explicit audit confirmation or preview if sprint requires preview-confirm-audit for updates.\\n - Adjustment/Reversal controls should be disabled/roadmap if not wired.\\n\\n5. 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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from datetime import UTC, datetime\\n 4|from decimal import Decimal, InvalidOperation\\n 5|import json\\n 6|from sqlite3 import Connection\\n 7|from uuid import uuid4\\n 8|\\n 9|from fastapi import HTTPException\\n 10|\\n 11|from jarvis_finance.api.schemas.positions import (\\n 12| ActionItem,\\n 13| AuditEntry,\\n 14| CashConfirmRequest,\\n 15| CashPositionDetail,\\n 16| CashPreviewRequest,\\n 17| CleanupPreviewResponse,\\n 18| ConfirmResponse,\\n 19| ContainerConfirmRequest,\\n 20| ContainerPreviewRequest,\\n 21| GenericConfirmRequest,\\n 22| InstrumentSearchCandidate,\\n 23| InstrumentSearchRequest,\\n 24| PositionConfirmRequest,\\n 25| PositionPreviewRequest,\\n 26| PreviewResponse,\\n 27| PricePoint,\\n 28| ProviderSearchResponse,\\n 29| ReferenceAccount,\\n 30| RemovePositionPreviewResponse,\\n 31|)\\n 32|from jarvis_finance.equity.cleanup import apply_review_test_equity_cleanup, identify_review_test_equity_artifacts\\n 33|from jarvis_finance.fx.rates import resolve_fx_rate_to_chf\\n 34|from jarvis_finance.imports.common import stable_id\\n 35|from jarvis_finance.market_data.catalog import (\\n 36| CatalogSearchResult,\\n 37| FmpSearchProvider,\\n 38| FinnhubSymbolLookupProvider,\\n 39| MassiveLookupProvider,\\n 40| OpenFigiLookupProvider,\\n 41| TwelveDataLookupProvider,\\n 42| search_instruments as search_catalog_instruments,\\n 43|)\\n 44|from jarvis_finance.services.api_helpers import decimal_text, optional_decimal_text\\n 45|from jarvis_finance.services.cash_service import get_cash_summary\\n 46|from jarvis_finance.services.equity_service import get_equity_position\\n 47|\\n 48|\\n 49|def _now() -> str:\\n 50| return datetime.now(UTC).replace(microsecond=0).isoformat().replace(\\\"+00:00\\\", \\\"Z\\\")\\n 51|\\n 52|\\n 53|def _uuid(prefix: str) -> str:\\n 54| return f\\\"{prefix}_{uuid4().hex[:16]}\\\"\\n 55|\\n 56|\\n 57|def _decimal(value: str, field: str) -> Decimal:\\n 58| try:\\n 59| parsed = Decimal(str(value))\\n 60| except (InvalidOperation, ValueError) as exc:\\n 61| raise HTTPException(status_code=422, detail=f\\\"Invalid decimal for {field}\\\") from exc\\n 62| if parsed <= 0:\\n 63| raise HTTPException(status_code=422, detail=f\\\"{field} must be positive\\\")\\n 64| return parsed\\n 65|\\n 66|\\n 67|def _normalise_transaction_type(value: str, asset_class: str | None = None) -> str:\\n 68| key = value.strip().lower().replace(\\\" \\\", \\\"_\\\").replace(\\\"-\\\", \\\"_\\\")\\n 69| if key in {\\\"initial_snapshot\\\", \\\"initial\\\"}:\\n 70| return \\\"initial_cash_snapshot\\\" if asset_class == \\\"cash\\\" else \\\"initial_position_snapshot\\\"\\n 71| mapping = {\\n 72| \\\"kauf\\\": \\\"buy\\\",\\n 73| \\\"buy\\\": \\\"buy\\\",\\n 74| \\\"cash_einzahlung\\\": \\\"cash_deposit\\\",\\n 75| \\\"cash_deposit\\\": \\\"cash_deposit\\\",\\n 76| \\\"einzahlung\\\": \\\"cash_deposit\\\",\\n 77| \\\"cash_auszahlung\\\": \\\"cash_withdrawal\\\",\\n 78| \\\"cash_withdrawal\\\": \\\"cash_withdrawal\\\",\\n 79| \\\"auszahlung\\\": \\\"cash_withdrawal\\\",\\n 80| }\\n 81| return mapping.get(key, key)\\n 82|\\n 83|\\n 84|def _audit(conn: Connection, *, action: str, entity_type: str, entity_id: str, payload: dict, note: str, quality_status: str = \\\"ok\\\") -> str:\\n 85| audit_id = _uuid(\\\"audit\\\")\\n 86| ts = _now()\\n 87| conn.execute(\\n 88| \\\"\\\"\\\"\\n 89| INSERT INTO audit_log(audit_id, timestamp, source, action, entity_type, entity_id, old_values_json, new_values_json, user_text_note, confirmed, confirmation_timestamp, created_by, quality_status, created_at)\\n 90| VALUES (?, ?, 'vue_dashboard', ?, ?, ?, NULL, ?, ?, 1, ?, 'user', ?, ?)\\n 91| \\\"\\\"\\\",\\n 92| (audit_id, ts, action, entity_type, entity_id, json.dumps(payload, sort_keys=True), note, ts, quality_status, ts),\\n 93| )\\n 94| return audit_id\\n 95|\\n 96|\\n 97|def list_reference_accounts(conn: Connection) -> list[ReferenceAccount]:\\n 98| rows = conn.execute(\\n 99| \\\"\\\"\\\"\\n 100| SELECT a.account_id, p.name AS platform, a.account_name, a.account_type, a.currency\\n 101| FROM accounts a JOIN platforms p ON p.platform_id = a.platform_id\\n 102| WHERE a.is_active = 1\\n 103| ORDER BY p.name, a.account_name\\n 104| \\\"\\\"\\\"\\n 105| ).fetchall()\\n 106| return [ReferenceAccount(account_id=r[\\\"account_id\\\"], label=f\\\"{r['platform']} · {r['account_name']}\\\", account_type=r[\\\"account_type\\\"], currency=r[\\\"currency\\\"]) for r in rows]\\n 107|\\n 108|\\n 109|def search_instruments(conn: Connection, request: InstrumentSearchRequest) -> list[InstrumentSearchCandidate]:\\n 110| q = f\\\"%{request.query.strip().lower()}%\\\"\\n 111| asset = request.asset_class.lower()\\n 112| allowed = (\\\"stock\\\", \\\"etf\\\") if asset in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"} else (asset,)\\n 113| rows = conn.execute(\\n 114| f\\\"\\\"\\\"\\n 115| SELECT instrument_id, asset_class, name, ticker, isin, exchange, currency\\n 116| FROM instruments\\n 117| WHERE is_active = 1 AND lower(asset_class) IN ({','.join('?' for _ in allowed)})\\n 118| AND (lower(name) LIKE ? OR lower(ticker) LIKE ? OR lower(isin) LIKE ?)\\n 119| ORDER BY name\\n 120| LIMIT 12\\n 121| \\\"\\\"\\\",\\n 122| (*allowed, q, q, q),\\n 123| ).fetchall()\\n 124| return [\\n 125| InstrumentSearchCandidate(\\n 126| candidate_id=r[\\\"instrument_id\\\"],\\n 127| label=r[\\\"name\\\"],\\n 128| asset_class=r[\\\"asset_class\\\"],\\n 129| isin=r[\\\"isin\\\"] or \\\"\\\",\\n 130| ticker=r[\\\"ticker\\\"] or \\\"\\\",\\n 131| exchange=r[\\\"exchange\\\"] or \\\"\\\",\\n 132| currency=r[\\\"currency\\\"] or \\\"\\\",\\n 133| provider=\\\"local\\\",\\n 134| confidence_label=\\\"Lokal gespeichert\\\",\\n 135| review_required=False,\\n 136| )\\n 137| for r in rows\\n 138| ]\\n 139|\\n 140|\\n 141|def _chf_amount(amount: str | None, rate: Decimal | None) -> str | None:\\n 142| if amount in (None, \\\"\\\") or rate is None:\\n 143| return None\\n 144| return decimal_text(Decimal(str(amount)) * rate, 2)\\n 145|\\n 146|\\n 147|def _fx_for_explicit_save(conn: Connection, *, currency: str, trade_date: str | None) -> tuple[str, str | None, str | None, str | None]:\\n 148| cur = currency.upper()\\n 149| result = resolve_fx_rate_to_chf(conn, base_currency=cur, rate_date=trade_date, persist=True, resolve_fixed=True)\\n 150| if result.rate is None:\\n 151| return \\\"missing\\\", None, None, result.warning or \\\"FX fehlt: Speichern bleibt möglich, CHF-Wert bleibt leer.\\\"\\n 152| status = \\\"not_needed\\\" if cur == \\\"CHF\\\" else \\\"ok\\\"\\n 153| source = result.source\\n 154| return status, format(result.rate, \\\"f\\\"), source, None\\n 155|\\n 156|\\n 157|def _provider_search_providers():\\n 158| return [FmpSearchProvider(), FinnhubSymbolLookupProvider(), TwelveDataLookupProvider(), OpenFigiLookupProvider(), MassiveLookupProvider()]\\n 159|\\n 160|\\n 161|_DERIVATIVE_TOKENS = (\\\"CDR\\\", \\\"ADR\\\", \\\"GDR\\\", \\\"WARRANT\\\", \\\"CERTIFICATE\\\", \\\"DERIVATIVE\\\", \\\"RIGHT\\\", \\\"NOTE\\\")\\n 162|_MAIN_EXCHANGES = {\\\"NASDAQ\\\", \\\"NYSE\\\", \\\"NYSEARCA\\\", \\\"SIX\\\", \\\"XETRA\\\", \\\"LSE\\\", \\\"TSX\\\"}\\n 163|\\n 164|\\n 165|def _is_derivative_like(result: CatalogSearchResult) -> bool:\\n 166| text = \\\" \\\".join([result.name or \\\"\\\", result.security_type or \\\"\\\", result.evidence_note or \\\"\\\"]).upper()\\n 167| return any(token in text for token in _DERIVATIVE_TOKENS)\\n 168|\\n 169|\\n 170|def _confidence_label(result: CatalogSearchResult) -> str:\\n 171| if \\\"provider conflict\\\" in (result.evidence_note or \\\"\\\").lower():\\n 172| return \\\"Manuell prüfen\\\"\\n 173| if result.confidence == \\\"high\\\":\\n 174| return \\\"Eindeutig\\\"\\n 175| if result.confidence == \\\"medium\\\":\\n 176| return \\\"Wahrscheinlich\\\"\\n 177| if result.ticker or result.isin:\\n 178| return \\\"Unsicher\\\"\\n 179| return \\\"Manuell prüfen\\\"\\n 180|\\n 181|\\n 182|def _search_rank(result: CatalogSearchResult, request: InstrumentSearchRequest) -> tuple[int, int, str]:\\n 183| q = request.query.strip().upper()\\n 184| currency = (request.currency or \\\"\\\").upper()\\n 185| exchange = (request.exchange or \\\"\\\").upper()\\n 186| result_currency = (result.trading_currency or result.instrument_currency or \\\"\\\").upper()\\n 187| result_exchange = (result.exchange or result.provider_market or \\\"\\\").upper()\\n 188| rank = 100\\n 189| if result.isin and result.isin.upper() == q:\\n 190| rank = 0\\n 191| elif result.ticker and result.ticker.upper() == q and (not exchange or result_exchange == exchange) and (not currency or result_currency == currency):\\n 192| rank = 1\\n 193| elif result.ticker and result.ticker.upper() == q:\\n 194| rank = 2\\n 195| elif normalize_text(result.name) == normalize_text(request.query):\\n 196| rank = 3\\n 197| elif q in normalize_text(result.name).upper().split():\\n 198| rank = 4\\n 199| else:\\n 200| rank = 8\\n 201| penalty = 0\\n 202| if result_exchange in _MAIN_EXCHANGES:\\n 203| penalty -= 2\\n 204| if _is_derivative_like(result):\\n 205| penalty += 20\\n 206| if result.confidence == \\\"low\\\":\\n 207| penalty += 5\\n 208| return (rank, penalty, result.name.lower())\\n 209|\\n 210|\\n 211|def normalize_text(value: str | None) -> str:\\n 212| return \\\" \\\".join(str(value or \\\"\\\").replace(\\\"-\\\", \\\" \\\").split()).lower()\\n 213|\\n 214|\\n 215|def _provider_warning_label(code: str) -> str:\\n 216| lowered = code.lower()\\n 217| if \\\"api_key_missing\\\" in lowered:\\n 218| return \\\"API-Key fehlt\\\"\\n 219| if \\\"rate_limited\\\" in lowered:\\n 220| return \\\"Rate Limit\\\"\\n 221| if \\\"network\\\" in lowered:\\n 222| return \\\"Provider nicht erreichbar\\\"\\n 223| if \\\"endpoint_restricted\\\" in lowered:\\n 224| return \\\"Endpoint eingeschränkt\\\"\\n 225| if \\\"auth_failed\\\" in lowered:\\n 226| return \\\"API-Key ungültig oder Provider nicht autorisiert\\\"\\n 227| if \\\"provider_error\\\" in lowered or \\\"lookup_unavailable\\\" in lowered:\\n 228| return \\\"Backend-/Provider-Fehler\\\"\\n 229| return code\\n 230|\\n 231|\\n 232|def _user_provider_source_hint(candidates: list[InstrumentSearchCandidate], warnings: list[str]) -> str | None:\\n 233| if not candidates or not warnings:\\n 234| return None\\n 235| providers = sorted({p.strip() for c in candidates for p in (c.provider or \\\"\\\").replace(\\\"+\\\", \\\",\\\").split(\\\",\\\") if p.strip()})\\n 236| source = \\\"/\\\".join(providers[:3]) if providers else \\\"einem anderen Provider\\\"\\n 237| return f\\\"Datenquelle teilweise eingeschränkt: Ein Provider lieferte keine Daten; Treffer stammt aus {source}.\\\"\\n 238|\\n 239|\\n 240|def _plausible_currency(result: CatalogSearchResult, request: InstrumentSearchRequest) -> str:\\n 241| explicit = (result.trading_currency or result.instrument_currency or \\\"\\\").upper()\\n 242| if explicit:\\n 243| return explicit\\n 244| exchange = (result.exchange or result.provider_market or request.exchange or \\\"\\\").upper()\\n 245| if exchange in {\\\"NASDAQ\\\", \\\"NYSE\\\", \\\"NYSEARCA\\\", \\\"AMEX\\\", \\\"ARCA\\\", \\\"XNAS\\\", \\\"XNYS\\\"}:\\n 246| return \\\"USD\\\"\\n 247| if exchange in {\\\"SIX\\\", \\\"XSWX\\\"}:\\n 248| return \\\"CHF\\\"\\n 249| if exchange in {\\\"XETRA\\\", \\\"FWB\\\", \\\"XFRA\\\"}:\\n 250| return \\\"EUR\\\"\\n 251| return (request.currency or \\\"\\\").upper()\\n 252|\\n 253|\\n 254|def _passes_provider_filters(result: CatalogSearchResult, request: InstrumentSearchRequest) -> bool:\\n 255| if request.hide_cdr_adr_derivatives and _is_derivative_like(result):\\n 256| return False\\n 257| if request.country and request.country.upper() not in {\\\"ALL\\\", \\\"ALLE\\\"} and (result.country or \\\"\\\").upper() != request.country.upper():\\n 258| return False\\n 259| if request.currency and request.currency.upper() not in {\\\"ALL\\\", \\\"ALLE\\\"}:\\n 260| if (result.trading_currency or result.instrument_currency or \\\"\\\").upper() != request.currency.upper():\\n 261|\", \"total_lines\": 722, \"file_size\": 40964, 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76|class WalletDetail(WalletSummary):\\n 77| coins: list[WalletCoin]\\n 78|\\n 79|\\n 80|class EquityPosition(BaseModel):\\n 81| position_id: str\\n 82| name: str\\n 83| ticker: str = \\\"\\\"\\n 84| isin: str = \\\"\\\"\\n 85| account: str = \\\"\\\"\\n 86| asset_class: str\\n 87| quantity: str\\n 88| currency: str\\n 89| price: str | None = None\\n 90| market_value_chf: str | None = None\\n 91| status: str\\n 92|\\n 93|\\n 94|class EquityPositionDetail(EquityPosition):\\n 95| fx_status: str = \\\"not_needed\\\"\\n 96| cost_basis_status: str = \\\"unknown\\\"\\n 97| day_change_chf: str | None = None\\n 98| last_trade_date: str | None = None\\n 99| provider: str | None = None\\n 100| source_url: str | None = None\\n 101| available_actions: list[ActionItem]\\n 102| price_history: list[PricePoint] = []\\n 103|\\n 104|\\n 105|class CashPosition(BaseModel):\\n 106| id: str\\n 107| platform: str\\n 108| account_label: str\\n 109| currency: str\\n 110| amount: str\\n 111| amount_chf: str | None = None\\n 112| status: str\\n 113|\\n 114|\\n 115|class CashPositionDetail(CashPosition):\\n 116| last_change: str | None = None\\n 117| available_actions: list[ActionItem]\\n 118|\\n 119|\\n 120|class InstrumentSearchCandidate(BaseModel):\\n 121| candidate_id: str\\n 122| label: str\\n 123| asset_class: str\\n 124| isin: str = \\\"\\\"\\n 125| ticker: str = \\\"\\\"\\n 126| exchange: str = \\\"\\\"\\n 127| currency: str = \\\"\\\"\\n 128| provider: str = \\\"\\\"\\n 129| provider_symbol: str = \\\"\\\"\\n 130| exchange_name: str = \\\"\\\"\\n 131| mic: str = \\\"\\\"\\n 132| country: str = \\\"\\\"\\n 133| security_type: str = \\\"\\\"\\n 134| last_price: str | None = None\\n 135| price_currency: str | None = None\\n 136| price_date: str | None = None\\n 137| confidence_label: str\\n 138| review_required: bool\\n 139|\\n 140|\\n 141|class InstrumentSearchRequest(BaseModel):\\n 142| asset_class: str\\n 143| query: str\\n 144| currency: str | None = None\\n 145| exchange: str | None = None\\n 146| country: str | None = None\\n 147| main_listing_only: bool = True\\n 148| hide_cdr_adr_derivatives: bool = True\\n 149|\\n 150|\\n 151|class ProviderSearchResponse(BaseModel):\\n 152| candidates: list[InstrumentSearchCandidate]\\n 153| warnings: list[str] = []\\n 154| selection_required: bool = True\\n 155|\\n 156|\\n 157|class CleanupPreviewResponse(BaseModel):\\n 158| accounts: int\\n 159| instruments: int\\n 160| transactions: int\\n 161| alerts: int\\n 162| manual_positions_preserved: int\\n 163| warnings: list[str] = []\\n 164|\\n 165|\\n 166|class GenericConfirmRequest(BaseModel):\\n 167| confirm: bool\\n 168| note: str = \\\"\\\"\\n 169| confirmation_text: str | None = None\\n 170|\\n 171|\\n 172|class RemovePositionPreviewResponse(BaseModel):\\n 173| position_id: str\\n 174| transaction_count: int\\n 175| safe_to_remove: bool\\n 176| reason: str\\n 177| affected_transactions: int\\n 178| consequences: list[str]\\n 179|\\n 180|\\n 181|class ContainerPreviewRequest(BaseModel):\\n 182| name: str | None = None\\n 183| wallet_type: str | None = None\\n 184| platform_name: str | None = None\\n 185| account_name: str | None = None\\n 186| account_type: str | None = None\\n 187| currency: str = \\\"CHF\\\"\\n 188| note: str = \\\"\\\"\\n 189|\\n 190|\\n 191|class ContainerConfirmRequest(ContainerPreviewRequest):\\n 192| preview_id: str | None = None\\n 193| confirm: bool\\n 194|\\n 195|\\n 196|class ReferenceAccount(BaseModel):\\n 197| account_id: str\\n 198| label: str\\n 199| account_type: str\\n 200| currency: str\\n 201|\\n 202|\\n 203|class PositionPreviewRequest(BaseModel):\\n 204| asset_class: str\\n 205| account_id: str\\n 206| instrument_id: str | None = None\\n 207| candidate_id: str | None = None\\n 208| name: str | None = None\\n 209| ticker: str | None = None\\n 210| isin: str | None = None\\n 211| quantity: str\\n 212| currency: str\\n 213| trade_date: str\\n 214| transaction_type: str\\n 215| cost_basis_original: 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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection\\n 4|\\n 5|from fastapi import APIRouter, Depends\\n 6|\\n 7|from jarvis_finance.api.dependencies import get_db\\n 8|from jarvis_finance.api.schemas.positions import CryptoPosition, CryptoPositionDetail, PricePoint, WalletDetail, WalletSummary\\n 9|from jarvis_finance.services.crypto_service import get_crypto_position, get_wallet, list_crypto_positions, list_wallets\\n 10|from jarvis_finance.services.manual_entry_service import crypto_price_history\\n 11|\\n 12|router = APIRouter(tags=[\\\"crypto\\\"])\\n 13|\\n 14|\\n 15|@router.get(\\\"/crypto/positions\\\", response_model=list[CryptoPosition])\\n 16|def crypto_positions(conn: Connection = Depends(get_db)) -> list[CryptoPosition]:\\n 17| return list_crypto_positions(conn)\\n 18|\\n 19|\\n 20|@router.get(\\\"/crypto/positions/{asset_id}\\\", response_model=CryptoPositionDetail)\\n 21|def crypto_position(asset_id: str, conn: Connection = Depends(get_db)) -> CryptoPositionDetail:\\n 22| return get_crypto_position(conn, asset_id)\\n 23|\\n 24|\\n 25|@router.get(\\\"/wallets\\\", response_model=list[WalletSummary])\\n 26|def wallets(conn: Connection = Depends(get_db)) -> list[WalletSummary]:\\n 27| return list_wallets(conn)\\n 28|\\n 29|\\n 30|@router.get(\\\"/wallets/{wallet_id}\\\", response_model=WalletDetail)\\n 31|def wallet(wallet_id: str, conn: Connection = Depends(get_db)) -> WalletDetail:\\n 32| return get_wallet(conn, wallet_id)\\n 33|\\n 34|\\n 35|@router.get(\\\"/crypto/prices/{asset_id}/history\\\", response_model=list[PricePoint])\\n 36|def crypto_history(asset_id: str, conn: Connection = Depends(get_db)) -> list[PricePoint]:\\n 37| return crypto_price_history(conn, asset_id)\\n 38|\", \"total_lines\": 37, \"file_size\": 1513, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from decimal import Decimal\\n 4|import json\\n 5|from urllib.parse import urlparse\\n 6|from sqlite3 import Connection\\n 7|\\n 8|from fastapi import HTTPException\\n 9|\\n 10|from jarvis_finance.api.schemas.positions import ActionItem, CoinGeckoInfo, CryptoPosition, CryptoPositionDetail, PricePoint, WalletAllocation, WalletCoin, WalletDetail, WalletSummary\\n 11|from jarvis_finance.crypto.holdings import calculate_crypto_holdings\\n 12|from jarvis_finance.dashboard import data as dashboard_data\\n 13|from jarvis_finance.services.api_helpers import decimal_text, optional_decimal_text, status_label\\n 14|\\n 15|\\n 16|\\n 17|def _safe_external_url(value: object) -> str | None:\\n 18| if not isinstance(value, str) or not value.strip():\\n 19| return None\\n 20| parsed = urlparse(value.strip())\\n 21| if parsed.scheme not in {\\\"https\\\", \\\"http\\\"} or not parsed.netloc:\\n 22| return None\\n 23| return value.strip()\\n 24|\\n 25|\\n 26|def _coingecko_info_from_cache(conn: Connection, asset_id: str) -> CoinGeckoInfo | None:\\n 27| row = conn.execute(\\\"SELECT notes FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 28| if not row or not row[\\\"notes\\\"]:\\n 29| return None\\n 30| try:\\n 31| payload = json.loads(row[\\\"notes\\\"])\\n 32| except (TypeError, json.JSONDecodeError):\\n 33| return None\\n 34| info = payload.get(\\\"coingecko\\\") if isinstance(payload, dict) else None\\n 35| if not isinstance(info, dict):\\n 36| return None\\n 37| return CoinGeckoInfo(\\n 38| market_cap_rank=info.get(\\\"market_cap_rank\\\"),\\n 39| market_cap=str(info.get(\\\"market_cap\\\")) if info.get(\\\"market_cap\\\") is not None else None,\\n 40| volume_24h=str(info.get(\\\"volume_24h\\\")) if info.get(\\\"volume_24h\\\") is not None else None,\\n 41| change_24h_pct=str(info.get(\\\"change_24h_pct\\\")) if info.get(\\\"change_24h_pct\\\") is not None else None,\\n 42| change_7d_pct=str(info.get(\\\"change_7d_pct\\\")) if info.get(\\\"change_7d_pct\\\") is not None else None,\\n 43| homepage=_safe_external_url(info.get(\\\"homepage\\\")),\\n 44| image_url=_safe_external_url(info.get(\\\"image_url\\\") or info.get(\\\"logo_url\\\")),\\n 45| )\\n 46|\\n 47|def _latest_crypto_price(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\"):\\n 48| return conn.execute(\\n 49| \\\"\\\"\\\"\\n 50| SELECT price, quality_status, fetched_at, provider_timestamp\\n 51| FROM crypto_prices\\n 52| WHERE asset_id = ? AND price_currency = ?\\n 53| ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC\\n 54| LIMIT 1\\n 55| \\\"\\\"\\\",\\n 56| (asset_id, currency.upper()),\\n 57| ).fetchone()\\n 58|\\n 59|\\n 60|def _portfolio_total(rows: list[dict[str, object]]) -> Decimal:\\n 61| return sum((dashboard_data.d(row.get(\\\"_sort_value_chf\\\")) for row in rows), Decimal(\\\"0\\\"))\\n 62|\\n 63|\\n 64|def _coingecko_url(row: dict[str, object]) -> str | None:\\n 65| coin_id = row.get(\\\"coingecko_id\\\") or row.get(\\\"_coingecko_id\\\")\\n 66| if not coin_id:\\n 67| return None\\n 68| return f\\\"https://www.coingecko.com/en/coins/{coin_id}\\\"\\n 69|\\n 70|\\n 71|def list_crypto_positions(conn: Connection) -> list[CryptoPosition]:\\n 72| rows = list(dashboard_data.get_crypto_coin_summary(conn, admin_mode=True))\\n 73| total = _portfolio_total(rows)\\n 74| positions: list[CryptoPosition] = []\\n 75| for row in rows:\\n 76| asset_id = str(row.get(\\\"asset_id\\\") or row.get(\\\"_asset_id\\\") or row.get(\\\"coin\\\", \\\"\\\"))\\n 77| price_row = conn.execute(\\n 78| \\\"SELECT price FROM crypto_prices WHERE asset_id = ? AND price_currency = 'CHF' ORDER BY fetched_at DESC LIMIT 1\\\",\\n 79| (asset_id,),\\n 80| ).fetchone()\\n 81| value = dashboard_data.d(row.get(\\\"_sort_value_chf\\\"))\\n 82| share = Decimal(\\\"0\\\") if total == 0 else (value / total * Decimal(\\\"100\\\"))\\n 83| positions.append(\\n 84| CryptoPosition(\\n 85| asset_id=asset_id,\\n 86| name=str(row.get(\\\"coin\\\", \\\"\\\")),\\n 87| symbol=str(row.get(\\\"symbol\\\", \\\"\\\")),\\n 88| quantity_total=decimal_text(row.get(\\\"gesamtmenge\\\")),\\n 89| price_chf=optional_decimal_text(row.get(\\\"price_chf\\\") or row.get(\\\"_price_chf\\\") or (price_row[\\\"price\\\"] if price_row else None)),\\n 90| market_value_chf=optional_decimal_text(value, 2),\\n 91| portfolio_share_pct=decimal_text(share, 2),\\n 92| wallet_count=int(row.get(\\\"wallets\\\") or 0),\\n 93| price_status=status_label(row.get(\\\"price_status\\\") or row.get(\\\"status\\\")),\\n 94| last_price_update=row.get(\\\"last_price_update\\\") or row.get(\\\"_last_price_update\\\") or None,\\n 95| coingecko_url=_coingecko_url(row),\\n 96| )\\n 97| )\\n 98| return positions\\n 99|\\n 100|\\n 101|def get_crypto_position(conn: Connection, asset_id: str) -> CryptoPositionDetail:\\n 102| position = next((p for p in list_crypto_positions(conn) if p.asset_id == asset_id), None)\\n 103| if position is None:\\n 104| raise HTTPException(status_code=404, detail=\\\"Crypto position not found\\\")\\n 105| allocations: list[WalletAllocation] = []\\n 106| rows = conn.execute(\\n 107| \\\"\\\"\\\"\\n 108| SELECT w.wallet_id, w.wallet_name, h.quantity\\n 109| FROM crypto_holdings h\\n 110| JOIN crypto_wallets w ON w.wallet_id = h.wallet_id\\n 111| WHERE h.asset_id = ?\\n 112| ORDER BY w.wallet_name\\n 113| \\\"\\\"\\\",\\n 114| (asset_id,),\\n 115| ).fetchall()\\n 116| latest_price = _latest_crypto_price(conn, asset_id)\\n 117| price = dashboard_data.d(latest_price[\\\"price\\\"] if latest_price else \\\"0\\\")\\n 118| for row in rows:\\n 119| quantity = dashboard_data.d(row[\\\"quantity\\\"])\\n 120| value = quantity * price\\n 121| allocations.append(\\n 122| WalletAllocation(\\n 123| wallet_id=str(row[\\\"wallet_id\\\"]),\\n 124| wallet=str(row[\\\"wallet_name\\\"]),\\n 125| quantity=decimal_text(quantity),\\n 126| market_value_chf=optional_decimal_text(value, 2),\\n 127| )\\n 128| )\\n 129| price_history = [\\n 130| PricePoint(date=str(r[\\\"price_date\\\"] or \\\"\\\"), value=optional_decimal_text(r[\\\"price\\\"]) or \\\"0\\\", currency=\\\"CHF\\\")\\n 131| for r in conn.execute(\\n 132| \\\"SELECT substr(fetched_at,1,10) AS price_date, price FROM crypto_prices WHERE asset_id = ? AND price_currency = 'CHF' ORDER BY fetched_at LIMIT 60\\\",\\n 133| (asset_id,),\\n 134| ).fetchall()\\n 135| ]\\n 136| actions = [\\n 137| ActionItem(label=\\\"Wallet öffnen\\\", enabled=True),\\n 138| ActionItem(label=\\\"Verlauf anzeigen\\\", enabled=True),\\n 139| ActionItem(label=\\\"Live-Modus später\\\", enabled=False, reason=\\\"Optional vorbereitet; Default aus, kein Persistieren, kein Trading\\\"),\\n 140| ]\\n 141| return CryptoPositionDetail(**position.model_dump(), wallet_allocations=allocations, coingecko_info=_coingecko_info_from_cache(conn, asset_id), available_actions=actions, price_history=price_history, read_only_note=\\\"Live-Modus optional vorbereitet; Default aus, keine Provider-Abfrage beim Rendern, kein Trading.\\\")\\n 142|\\n 143|\\n 144|def list_wallets(conn: Connection) -> list[WalletSummary]:\\n 145| holdings = calculate_crypto_holdings(conn)\\n 146| wallet_rows = conn.execute(\\\"SELECT wallet_id, wallet_name, wallet_type FROM crypto_wallets ORDER BY wallet_name\\\").fetchall()\\n 147| summaries: list[WalletSummary] = []\\n 148| for row in wallet_rows:\\n 149| wallet_id = str(row[\\\"wallet_id\\\"])\\n 150| wallet_holdings = [(asset_id, holding.quantity) for (wid, asset_id), holding in holdings.wallet_holdings.items() if wid == wallet_id and holding.quantity != 0]\\n 151| value = Decimal(\\\"0\\\")\\n 152| statuses: list[str] = []\\n 153| for asset_id, quantity in wallet_holdings:\\n 154| price_row = _latest_crypto_price(conn, asset_id)\\n 155| statuses.append(price_row[\\\"quality_status\\\"] if price_row else \\\"missing\\\")\\n 156| value += quantity * dashboard_data.d(price_row[\\\"price\\\"] if price_row else \\\"0\\\")\\n 157| status = \\\"missing\\\" if any(s == \\\"missing\\\" for s in statuses) else (statuses[0] if statuses else \\\"unknown\\\")\\n 158| summaries.append(\\n 159| WalletSummary(\\n 160| wallet_id=wallet_id,\\n 161| name=str(row[\\\"wallet_name\\\"]),\\n 162| wallet_type=str(row[\\\"wallet_type\\\"]),\\n 163| provider=str(row[\\\"wallet_type\\\"] or \\\"\\\"),\\n 164| coin_count=len(wallet_holdings),\\n 165| market_value_chf=optional_decimal_text(value, 2),\\n 166| status=status_label(status),\\n 167| )\\n 168| )\\n 169| return summaries\\n 170|\\n 171|\\n 172|def get_wallet(conn: Connection, wallet_id: str) -> WalletDetail:\\n 173| wallet = next((w for w in list_wallets(conn) if w.wallet_id == wallet_id), None)\\n 174| if wallet is None:\\n 175| raise HTTPException(status_code=404, detail=\\\"Wallet not found\\\")\\n 176| holdings = calculate_crypto_holdings(conn)\\n 177| rows = conn.execute(\\n 178| \\\"\\\"\\\"\\n 179| SELECT a.asset_id, a.coin_name, a.symbol\\n 180| FROM crypto_holdings h\\n 181| JOIN crypto_assets a ON a.asset_id = h.asset_id\\n 182| WHERE h.wallet_id = ?\\n 183| GROUP BY a.asset_id, a.coin_name, a.symbol\\n 184| ORDER BY a.coin_name\\n 185| \\\"\\\"\\\",\\n 186| (wallet_id,),\\n 187| ).fetchall()\\n 188| coins: list[WalletCoin] = []\\n 189| for row in rows:\\n 190| asset_id = str(row[\\\"asset_id\\\"])\\n 191| quantity = holdings.wallet_holdings.get((wallet_id, asset_id))\\n 192| quantity_dec = quantity.quantity if quantity else Decimal(\\\"0\\\")\\n 193| price_row = _latest_crypto_price(conn, asset_id)\\n 194| value = quantity_dec * dashboard_data.d(price_row[\\\"price\\\"] if price_row else \\\"0\\\")\\n 195| coins.append(\\n 196| WalletCoin(\\n 197| asset_id=asset_id,\\n 198| name=str(row[\\\"coin_name\\\"]),\\n 199| symbol=str(row[\\\"symbol\\\"]),\\n 200| quantity=decimal_text(quantity_dec),\\n 201| market_value_chf=optional_decimal_text(value, 2),\\n 202| status=status_label(price_row[\\\"quality_status\\\"] if price_row else \\\"missing\\\"),\\n 203| )\\n 204| )\\n 205| return WalletDetail(**wallet.model_dump(), coins=coins)\\n 206|\", \"total_lines\": 205, \"file_size\": 9419, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"id": "rs_0aa8a96048e7933e016a0a270a17488191a692b6debfec03cd",
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{
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"text": "**Evaluating search and crypto transactions**\n\nI noticed the search failed earlier, and I'm wondering why that might be. Could it be that the data isn't accessible, or is it still out there? I need to look into implementing a crypto transaction now. Plus, I should inspect my holdings to calculate their value accurately. This process feels a bit messy, so I want to ensure I get everything right and not overlook anything important!"
}
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}
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass, field\\n 4|from decimal import Decimal\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.imports.common import stable_id, utc_now\\n 9|from jarvis_finance.quality.alerts import create_alert\\n 10|\\n 11|VALID_VERIFICATION_STATUS = {\\\"verified\\\", \\\"stale\\\", \\\"unverified\\\", \\\"estimated\\\"}\\n 12|\\n 13|\\n 14|@dataclass\\n 15|class CryptoHolding:\\n 16| wallet_id: str | None\\n 17| asset_id: str\\n 18| quantity: Decimal = Decimal(\\\"0\\\")\\n 19| verification_status: str = \\\"unverified\\\"\\n 20| last_verified_at: str | None = None\\n 21| legacy_snapshot_value_original: Decimal | None = None\\n 22| legacy_snapshot_value_chf: Decimal | None = None\\n 23| current_value_chf: Decimal | None = None\\n 24| quality_warnings: list[str] = field(default_factory=list)\\n 25|\\n 26|\\n 27|@dataclass\\n 28|class CryptoHoldingsResult:\\n 29| wallet_holdings: dict[tuple[str, str], CryptoHolding] = field(default_factory=dict)\\n 30| total_by_asset: dict[str, CryptoHolding] = field(default_factory=dict)\\n 31|\\n 32|\\n 33|def _d(value: object, default: str = \\\"0\\\") -> Decimal:\\n 34| if value is None or str(value).strip() == \\\"\\\":\\n 35| return Decimal(default)\\n 36| return Decimal(str(value))\\n 37|\\n 38|\\n 39|def _ds(value: Decimal | None) -> str | None:\\n 40| return format(value, \\\"f\\\") if value is not None else None\\n 41|\\n 42|\\n 43|def _ensure_holding(result: CryptoHoldingsResult, wallet_id: str, asset_id: str) -> CryptoHolding:\\n 44| return result.wallet_holdings.setdefault((wallet_id, asset_id), CryptoHolding(wallet_id=wallet_id, asset_id=asset_id))\\n 45|\\n 46|\\n 47|def _ensure_total(result: CryptoHoldingsResult, asset_id: str) -> CryptoHolding:\\n 48| return result.total_by_asset.setdefault(asset_id, CryptoHolding(wallet_id=None, asset_id=asset_id))\\n 49|\\n 50|\\n 51|def create_initial_holding_snapshot(\\n 52| conn: Connection,\\n 53| *,\\n 54| asset_id: str,\\n 55| wallet_id: str,\\n 56| quantity: Decimal,\\n 57| verification_status: str,\\n 58| note: str,\\n 59| last_verified_at: str | None = None,\\n 60| legacy_snapshot_value_original: Decimal | None = None,\\n 61| legacy_snapshot_value_chf: Decimal | None = None,\\n 62| legacy_snapshot_currency: str | None = None,\\n 63| legacy_snapshot_date: str | None = None,\\n 64|) -> str:\\n 65| if quantity < 0:\\n 66| raise ValueError(\\\"initial holding quantity must be >= 0\\\")\\n 67| if verification_status not in VALID_VERIFICATION_STATUS:\\n 68| raise ValueError(\\\"invalid verification_status\\\")\\n 69| if not note.strip():\\n 70| raise ValueError(\\\"initial holding snapshot requires a note\\\")\\n 71| now = utc_now()\\n 72| holding_id = stable_id(\\\"cryptoholding\\\", asset_id, wallet_id)\\n 73| conn.execute(\\n 74| \\\"\\\"\\\"\\n 75| INSERT OR REPLACE INTO crypto_holdings(\\n 76| crypto_holding_id, asset_id, wallet_id, quantity, acquisition_source,\\n 77| last_verified_at, verification_status, legacy_snapshot_value_original,\\n 78| legacy_snapshot_value_chf, legacy_snapshot_currency, legacy_snapshot_date,\\n 79| notes, created_at, updated_at\\n 80| ) VALUES (?, ?, ?, ?, 'initial_snapshot', ?, ?, ?, ?, ?, ?, ?,\\n 81| COALESCE((SELECT created_at FROM crypto_holdings WHERE crypto_holding_id=?), ?), ?)\\n 82| \\\"\\\"\\\",\\n 83| (\\n 84| holding_id, asset_id, wallet_id, _ds(quantity), last_verified_at, verification_status,\\n 85| _ds(legacy_snapshot_value_original),\\n 86| _ds(legacy_snapshot_value_chf),\\n 87| legacy_snapshot_currency, legacy_snapshot_date, note, holding_id, now, now,\\n 88| ),\\n 89| )\\n 90| record_audit_event(\\n 91| conn,\\n 92| source=\\\"crypto_holdings\\\",\\n 93| action=\\\"initial_crypto_holding_snapshot\\\",\\n 94| entity_type=\\\"crypto_holding\\\",\\n 95| entity_id=holding_id,\\n 96| new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": _ds(quantity), \\\"verification_status\\\": verification_status},\\n 97| user_text_note=note,\\n 98| confirmed=True,\\n 99| created_by=\\\"system\\\",\\n 100| )\\n 101| conn.commit()\\n 102| return holding_id\\n 103|\\n 104|\\n 105|def _apply_delta(result: CryptoHoldingsResult, wallet_id: str, asset_id: str, delta: Decimal) -> None:\\n 106| holding = _ensure_holding(result, wallet_id, asset_id)\\n 107| holding.quantity += delta\\n 108| total = _ensure_total(result, asset_id)\\n 109| total.quantity += delta\\n 110|\\n 111|\\n 112|def calculate_crypto_holdings(conn: Connection) -> CryptoHoldingsResult:\\n 113| result = CryptoHoldingsResult()\\n 114| for row in conn.execute(\\\"SELECT * FROM crypto_holdings ORDER BY wallet_id, asset_id\\\").fetchall():\\n 115| holding = _ensure_holding(result, row[\\\"wallet_id\\\"], row[\\\"asset_id\\\"])\\n 116| holding.quantity += _d(row[\\\"quantity\\\"])\\n 117| holding.verification_status = row[\\\"verification_status\\\"]\\n 118| holding.last_verified_at = row[\\\"last_verified_at\\\"]\\n 119| holding.legacy_snapshot_value_original = _d(row[\\\"legacy_snapshot_value_original\\\"]) if row[\\\"legacy_snapshot_value_original\\\"] is not None else None\\n 120| holding.legacy_snapshot_value_chf = _d(row[\\\"legacy_snapshot_value_chf\\\"]) if row[\\\"legacy_snapshot_value_chf\\\"] is not None else None\\n 121| total = _ensure_total(result, row[\\\"asset_id\\\"])\\n 122| total.quantity += _d(row[\\\"quantity\\\"])\\n 123| rows = conn.execute(\\\"SELECT * FROM crypto_transactions ORDER BY transaction_datetime, created_at, crypto_transaction_id\\\").fetchall()\\n 124| for row in rows:\\n 125| asset_id = row[\\\"asset_id\\\"]\\n 126| qty = _d(row[\\\"quantity\\\"])\\n 127| fee_qty = _d(row[\\\"fee_quantity\\\"])\\n 128| t = row[\\\"transaction_type\\\"]\\n 129| if t == \\\"transfer\\\":\\n 130| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n 131| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n 132| elif t == \\\"buy\\\":\\n 133| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty - fee_qty)\\n 134| elif t == \\\"sell\\\":\\n 135| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -(qty + fee_qty))\\n 136| elif t == \\\"fee\\\":\\n 137| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -fee_qty)\\n 138| elif t == \\\"manual_adjustment\\\":\\n 139| if row[\\\"to_wallet_id\\\"]:\\n 140| _apply_delta(result, row[\\\"to_wallet_id\\\"], asset_id, qty)\\n 141| elif row[\\\"from_wallet_id\\\"]:\\n 142| _apply_delta(result, row[\\\"from_wallet_id\\\"], asset_id, -qty)\\n 143| for asset in conn.execute(\\\"SELECT asset_id, symbol, coingecko_id FROM crypto_assets\\\").fetchall():\\n 144| if not asset[\\\"coingecko_id\\\"]:\\n 145| msg = \\\"Crypto asset has no CoinGecko ID; current valuation is unavailable.\\\"\\n 146| for holding in [h for h in result.wallet_holdings.values() if h.asset_id == asset[\\\"asset_id\\\"]]:\\n 147| holding.quality_warnings.append(\\\"missing_coingecko_id\\\")\\n 148| create_alert(\\n 149| conn,\\n 150| priority=\\\"warnung\\\",\\n 151| category=\\\"crypto\\\",\\n 152| entity_type=\\\"crypto_asset\\\",\\n 153| entity_id=asset[\\\"asset_id\\\"],\\n 154| rule_id=\\\"missing_coingecko_id\\\",\\n 155| message=msg,\\n 156| evidence={\\\"symbol\\\": asset[\\\"symbol\\\"]},\\n 157| fingerprint=\\\"missing_coingecko_id\\\",\\n 158| )\\n 159| conn.commit()\\n 160| return result\\n 161|\", \"total_lines\": 160, \"file_size\": 6870, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"reasoning": "**Considering implementation strategies**\n\nI want to ensure that I'm implementing something manageable. I think the next step is to look into the existing tests to see if I can identify any patterns that might be useful for the backend. It feels important to inspect what’s already there before making any big changes. This way, I can build on what's working and avoid reinventing the wheel, which could save me time and effort in the long run!",
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"id": "rs_0aa8a96048e7933e016a0a271159b48191bb8cc5b31533b607",
"summary": [
{
"type": "summary_text",
"text": "**Considering implementation strategies**\n\nI want to ensure that I'm implementing something manageable. I think the next step is to look into the existing tests to see if I can identify any patterns that might be useful for the backend. It feels important to inspect what’s already there before making any big changes. This way, I can build on what's working and avoid reinventing the wheel, which could save me time and effort in the long run!"
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from collections.abc import Iterator\\n 4|import sqlite3\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from fastapi.testclient import TestClient\\n 8|\\n 9|from jarvis_finance.api.dependencies import get_db\\n 10|from jarvis_finance.api.main import create_app\\n 11|from jarvis_finance.storage.migrations import apply_migrations\\n 12|\\n 13|\\n 14|def _connect() -> Connection:\\n 15| conn = sqlite3.connect(\\\":memory:\\\", check_same_thread=False)\\n 16| conn.row_factory = sqlite3.Row\\n 17| conn.execute(\\\"PRAGMA foreign_keys = ON\\\")\\n 18| return conn\\n 19|\\n 20|\\n 21|def _client(conn: Connection) -> TestClient:\\n 22| app = create_app()\\n 23|\\n 24| def override_db() -> Iterator[Connection]:\\n 25| yield conn\\n 26|\\n 27| app.dependency_overrides[get_db] = override_db\\n 28| return TestClient(app)\\n 29|\\n 30|\\n 31|def _seed(conn: Connection) -> None:\\n 32| now = \\\"2026-05-16T12:00:00Z\\\"\\n 33| conn.execute(\\\"INSERT INTO platforms(platform_id, name, platform_type, country, default_currency, created_at) VALUES ('p1', 'Raiffeisen', 'bank', 'CH', 'CHF', ?)\\\", (now,))\\n 34| conn.execute(\\\"INSERT INTO platforms(platform_id, name, platform_type, country, default_currency, created_at) VALUES ('p2', 'True Wealth', 'broker', 'CH', 'CHF', ?)\\\", (now,))\\n 35| conn.execute(\\\"INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES ('cash1', 'p1', 'Privatkonto', 'cash', 'CHF', ?)\\\", (now,))\\n 36| conn.execute(\\\"INSERT INTO accounts(account_id, platform_id, account_name, account_type, currency, created_at) VALUES ('broker1', 'p2', 'Depot', 'brokerage', 'CHF', ?)\\\", (now,))\\n 37| conn.execute(\\\"INSERT INTO instruments(instrument_id, asset_class, name, ticker, isin, currency, created_at) VALUES ('inst1', 'stock', 'Demo Equity', 'DEMO', 'CH0000000000', 'CHF', ?)\\\", (now,))\\n 38| conn.execute(\\\"INSERT INTO market_prices(market_price_id, instrument_id, price_date, close, currency, provider, quality_status, created_at) VALUES ('mp1', 'inst1', '2026-05-15', '10.50', 'CHF', 'local', 'ok', ?)\\\", (now,))\\n 39| conn.execute(\\\"INSERT INTO cash_balances(cash_balance_id, account_id, balance_date, currency, amount_original, fx_rate_to_chf, amount_chf, source_type, quality_status, created_at) VALUES ('cb1', 'cash1', '2026-05-16', 'CHF', '1000', '1', '1000', 'fixture', 'ok', ?)\\\", (now,))\\n 40| conn.execute(\\\"INSERT INTO crypto_wallets(wallet_id, wallet_name, wallet_type, created_at) VALUES ('w1', 'Cold Wallet', 'hardware', ?)\\\", (now,))\\n 41| conn.execute(\\\"INSERT INTO crypto_assets(asset_id, symbol, coin_name, coingecko_id, created_at) VALUES ('btc', 'BTC', 'Bitcoin', 'bitcoin', ?)\\\", (now,))\\n 42| conn.execute(\\\"INSERT INTO crypto_holdings(crypto_holding_id, wallet_id, asset_id, quantity, verification_status, created_at) VALUES ('h1', 'w1', 'btc', '0.25', 'ok', ?)\\\", (now,))\\n 43| conn.execute(\\\"INSERT INTO crypto_prices(crypto_price_id, asset_id, coingecko_id, price_currency, price, provider, provider_timestamp, fetched_at, quality_status) VALUES ('cp1', 'btc', 'bitcoin', 'CHF', '80000', 'local', ?, ?, 'fresh')\\\", (now, now))\\n 44| conn.commit()\\n 45|\\n 46|\\n 47|def test_instrument_search_is_local_sanitized_and_decimal_free() -> None:\\n 48| conn = _connect(); apply_migrations(conn); _seed(conn)\\n 49| payload = _client(conn).post(\\\"/api/instruments/search\\\", json={\\\"asset_class\\\": \\\"stock\\\", \\\"query\\\": \\\"demo\\\"}).json()\\n 50|\\n 51| assert payload[0][\\\"label\\\"] == \\\"Demo Equity\\\"\\n 52| assert payload[0][\\\"isin\\\"] == \\\"CH0000000000\\\"\\n 53| assert payload[0][\\\"provider\\\"] == \\\"local\\\"\\n 54| assert \\\"api_key\\\" not in str(payload).lower()\\n 55| assert \\\"secret\\\" not in str(payload).lower()\\n 56|\\n 57|\\n 58|def test_cash_preview_confirm_writes_snapshot_and_audit_only_after_confirm() -> None:\\n 59| conn = _connect(); apply_migrations(conn); _seed(conn)\\n 60| client = _client(conn)\\n 61| request = {\\\"account_id\\\": \\\"cash1\\\", \\\"currency\\\": \\\"CHF\\\", \\\"amount\\\": \\\"250.25\\\", \\\"transaction_type\\\": \\\"cash_deposit\\\", \\\"booking_date\\\": \\\"2026-05-17\\\", \\\"note\\\": \\\"manual deposit\\\"}\\n 62|\\n 63| preview = client.post(\\\"/api/cash/preview\\\", json=request).json()\\n 64| assert preview[\\\"warnings\\\"] == []\\n 65| assert preview[\\\"amount_chf\\\"] == \\\"250.25\\\"\\n 66| assert conn.execute(\\\"SELECT COUNT(*) FROM audit_log\\\").fetchone()[0] == 0\\n 67|\\n 68| confirmed = client.post(\\\"/api/cash/confirm\\\", json={**request, \\\"preview_id\\\": preview[\\\"preview_id\\\"], \\\"confirm\\\": True}).json()\\n 69|\\n 70| assert confirmed[\\\"status\\\"] == \\\"confirmed\\\"\\n 71| assert isinstance(confirmed[\\\"audit_id\\\"], str)\\n 72| assert conn.execute(\\\"SELECT COUNT(*) FROM cash_balances WHERE source_type='vue_manual_cash'\\\").fetchone()[0] == 1\\n 73| assert conn.execute(\\\"SELECT COUNT(*) FROM audit_log WHERE action='cash_confirm'\\\").fetchone()[0] == 1\\n 74|\\n 75|\\n 76|def test_equity_position_preview_confirm_writes_transaction_and_audit() -> None:\\n 77| conn = _connect(); apply_migrations(conn); _seed(conn)\\n 78| client = _client(conn)\\n 79| request = {\\\"asset_class\\\": \\\"stock\\\", \\\"account_id\\\": \\\"broker1\\\", \\\"instrument_id\\\": \\\"inst1\\\", \\\"quantity\\\": \\\"3\\\", \\\"currency\\\": \\\"CHF\\\", \\\"trade_date\\\": \\\"2026-05-17\\\", \\\"transaction_type\\\": \\\"initial_snapshot\\\", \\\"cost_basis_original\\\": \\\"30\\\", \\\"note\\\": \\\"opening snapshot\\\"}\\n 80|\\n 81| preview = client.post(\\\"/api/positions/preview\\\", json=request).json()\\n 82| assert preview[\\\"asset_class\\\"] == \\\"stock\\\"\\n 83| assert preview[\\\"fx_status\\\"] == \\\"not_needed\\\"\\n 84| assert preview[\\\"warnings\\\"] == []\\n 85|\\n 86| confirmed = client.post(\\\"/api/positions/confirm\\\", json={**request, \\\"preview_id\\\": preview[\\\"preview_id\\\"], \\\"confirm\\\": True}).json()\\n 87|\\n 88| assert confirmed[\\\"status\\\"] == \\\"confirmed\\\"\\n 89| assert conn.execute(\\\"SELECT COUNT(*) FROM transactions WHERE source_type='vue_manual_position'\\\").fetchone()[0] == 1\\n 90| assert conn.execute(\\\"SELECT COUNT(*) FROM audit_log WHERE action='position_confirm'\\\").fetchone()[0] == 1\\n 91|\\n 92|\\n 93|def test_details_audit_and_history_endpoints_are_user_safe() -> None:\\n 94| conn = _connect(); apply_migrations(conn); _seed(conn)\\n 95| client = _client(conn)\\n 96|\\n 97| equity = client.get(\\\"/api/portfolio/positions/broker1:inst1\\\").json()\\n 98| crypto = client.get(\\\"/api/crypto/positions/btc\\\").json()\\n 99| cash = client.get(\\\"/api/cash/positions/cash1:CHF\\\").json()\\n 100| market_history = client.get(\\\"/api/market/prices/inst1/history\\\").json()\\n 101| crypto_history = client.get(\\\"/api/crypto/prices/btc/history\\\").json()\\n 102|\\n 103| assert equity[\\\"available_actions\\\"][0][\\\"label\\\"] == \\\"Kaufen\\\"\\n 104| assert cash[\\\"available_actions\\\"][0][\\\"label\\\"] == \\\"Einzahlung\\\"\\n 105| assert crypto[\\\"available_actions\\\"][-1][\\\"label\\\"] == \\\"Live-Modus später\\\"\\n 106| assert market_history[0][\\\"value\\\"] == \\\"10.50\\\"\\n 107| assert crypto_history[0][\\\"value\\\"] == \\\"80000\\\"\\n 108| rendered = str([equity, crypto, cash, market_history, crypto_history]).lower()\\n 109| assert \\\"api_key\\\" not in rendered and \\\"token\\\" not in rendered and \\\"secret\\\" not in rendered\\n 110|\\n 111|\\n 112|def test_crypto_detail_aggregates_wallet_holdings_before_joining_latest_price() -> None:\\n 113| conn = _connect(); apply_migrations(conn); _seed(conn)\\n 114| now = \\\"2026-05-16T12:00:00Z\\\"\\n 115| conn.execute(\\\"INSERT INTO crypto_wallets(wallet_id, wallet_name, wallet_type, created_at) VALUES ('w2', 'Exchange Wallet', 'exchange', ?)\\\", (now,))\\n 116| conn.execute(\\\"UPDATE crypto_holdings SET quantity='0.30' WHERE crypto_holding_id='h1'\\\")\\n 117| conn.execute(\\\"INSERT INTO crypto_holdings(crypto_holding_id, wallet_id, asset_id, quantity, verification_status, created_at) VALUES ('h2', 'w2', 'btc', '0.20', 'ok', ?)\\\", (now,))\\n 118| conn.execute(\\\"INSERT INTO crypto_prices(crypto_price_id, asset_id, coingecko_id, price_currency, price, provider, provider_timestamp, fetched_at, quality_status) VALUES ('cp_old', 'btc', 'bitcoin', 'CHF', '70000', 'local', '2026-05-15T12:00:00Z', '2026-05-15T12:00:00Z', 'stale')\\\")\\n 119| conn.commit()\\n 120|\\n 121| detail = _client(conn).get(\\\"/api/crypto/positions/btc\\\").json()\\n 122|\\n 123| by_wallet = {row[\\\"wallet\\\"]: row for row in detail[\\\"wallet_allocations\\\"]}\\n 124| assert list(by_wallet) == [\\\"Cold Wallet\\\", \\\"Exchange Wallet\\\"]\\n 125| assert by_wallet[\\\"Cold Wallet\\\"][\\\"quantity\\\"] == \\\"0.30\\\"\\n 126| assert by_wallet[\\\"Exchange Wallet\\\"][\\\"quantity\\\"] == \\\"0.20\\\"\\n 127| assert by_wallet[\\\"Cold Wallet\\\"][\\\"market_value_chf\\\"] == \\\"24000.00\\\"\\n 128| assert sum(float(row[\\\"quantity\\\"]) for row in detail[\\\"wallet_allocations\\\"]) == float(detail[\\\"quantity_total\\\"])\\n 129|\\n 130|\\n 131|def test_wallet_summaries_and_details_use_latest_price_without_duplicate_coin_rows() -> None:\\n 132| conn = _connect(); apply_migrations(conn); _seed(conn)\\n 133| conn.execute(\\\"INSERT INTO crypto_prices(crypto_price_id, asset_id, coingecko_id, price_currency, price, provider, provider_timestamp, fetched_at, quality_status) VALUES ('cp_old', 'btc', 'bitcoin', 'CHF', '70000', 'local', '2026-05-15T12:00:00Z', '2026-05-15T12:00:00Z', 'stale')\\\")\\n 134| conn.commit()\\n 135|\\n 136| client = _client(conn)\\n 137| wallets = client.get(\\\"/api/wallets\\\").json()\\n 138| detail = client.get(\\\"/api/wallets/w1\\\").json()\\n 139|\\n 140| assert wallets[0][\\\"market_value_chf\\\"] == \\\"20000.00\\\"\\n 141| assert [coin[\\\"asset_id\\\"] for coin in detail[\\\"coins\\\"]] == [\\\"btc\\\"]\\n 142| assert detail[\\\"coins\\\"][0][\\\"market_value_chf\\\"] == \\\"20000.00\\\"\\n 143|\\n 144|\\n 145|def test_vue_dashboard_scripts_exist_are_executable_and_do_not_print_secret_names() -> None:\\n 146| from pathlib import Path\\n 147| import stat\\n 148|\\n 149| repo = Path(__file__).resolve().parents[2]\\n 150| for rel in [\\\"scripts/start_vue_dashboard.sh\\\", \\\"scripts/stop_vue_dashboard.sh\\\"]:\\n 151| script = repo / rel\\n 152| assert script.exists()\\n 153| assert script.stat().st_mode & stat.S_IXUSR\\n 154| text = script.read_text()\\n 155| assert \\\"API_KEY\\\" not in text\\n 156| assert \\\"TOKEN\\\" not in text\\n 157| assert \\\"SECRET\\\" not in text\\n 158|\", \"total_lines\": 157, \"file_size\": 9230, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"output\": \"src/jarvis_finance/crypto/transactions.py\\n76 INSERT INTO crypto_transactions(\\n215 source=\\\"crypto_transactions\\\",\\n277 source=\\\"crypto_transactions\\\",\\n355 source=\\\"crypto_transactions\\\",\\nsrc/jarvis_finance/crypto/manage.py\\n40 VALID_ADD_TYPES = {\\\"initial_snapshot_addition\\\", \\\"manual_adjustment\\\", \\\"crypto_buy\\\"}\\n167 def _insert_manual_adjustment_transaction(\\n180 tx_id = stable_id(\\\"cryptotx\\\", \\\"manual_adjustment\\\", asset_id, wallet_id, decimal_text(delta), effective_date, now)\\n185 INSERT INTO crypto_transactions(\\n189 ) VALUES (?, 'manual_adjustment', ?, ?, ?, ?, ?, 'manual_dashboard', 'confirmed', 1, ?, ?)\\n214 raise ValueError(\\\"crypto_buy requires the dedicated ledger buy workflow; use manual_adjustment or initial_snapshot_addition in this MVP\\\")\\n221 if operation_type == \\\"manual_adjustment\\\":\\n222 note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n232 raise ValueError(\\\"initial snapshot addition would overwrite an existing holding; use manual_adjustment\\\")\\n245 tx_id = _insert_manual_adjustment_transaction(conn, asset_id=asset_id, wallet_id=wallet_id, delta=quantity, effective_date=effective_date, note=note)\\n250 action=\\\"crypto_manual_adjustment\\\",\\n276 note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n287 tx_id = _insert_manual_adjustment_transaction(conn, asset_id=asset_id, wallet_id=wallet_id, delta=delta, effective_date=effective_date, note=note)\\n291 action=\\\"crypto_manual_adjustment\\\",\\n307 rule_id=\\\"crypto_manual_adjustment_review\\\",\\n310 fingerprint=\\\"manual_adjustment_review\\\",\\nsrc/jarvis_finance/crypto/holdings.py\\n123 rows = conn.execute(\\\"SELECT * FROM crypto_transactions ORDER BY transaction_datetime, created_at, crypto_transaction_id\\\").fetchall()\\n138 elif t == \\\"manual_adjustment\\\":\\nsrc/jarvis_finance/storage/migrations.py\\n43 \\\"crypto_transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_quantity\\\", \\\"fee_original\\\", \\\"fx_rate_to_chf\\\", \\\"amount_chf\\\"},\\nsrc/jarvis_finance/storage/schema.py\\n1 INITIAL_SCHEMA_SQL = \\\"\\\\nCREATE TABLE IF NOT EXISTS schema_migrations (\\\\n version INTEGER PRIMARY KEY,\\\\n name TEXT NOT NULL,\\\\n applied_at TEXT NOT NULL,\\n6 \\\"crypto_wallets\\\", \\\"crypto_assets\\\", \\\"crypto_holdings\\\", \\\"crypto_transactions\\\",\\nsrc/jarvis_finance/imports/crypto_transactions_importer.py\\n35 def import_crypto_transactions_csv(conn:Connection,path:str|Path,*,commit:bool,source_filename:str|None=None)->ImportResult:\\n43 if conn.execute(\\\"SELECT 1 FROM crypto_transactions WHERE tx_hash=?\\\",(clean(row.get('tx_hash')),)).fetchone() and clean(row.get('tx_hash')):\\n58 sid=create_import_session(conn,import_type='crypto_transactions',source_filename=source_filename,file_hash=source_hash(path),status=status,rows_total=len(ro\\n59 return ImportResult(sid,'crypto_transactions',status,len(rows),new if not errors else 0,existing,len(errors),errors)\\nsrc/jarvis_finance/dashboard/data.py\\n509 def get_latest_crypto_transactions(conn: Connection, limit: int = 20) -> list[dict[str, str]]:\\n515 FROM crypto_transactions ct\\nsrc/jarvis_finance/dashboard/demo_data.py\\n11 from jarvis_finance.imports.crypto_transactions_importer import import_crypto_transactions_csv\\n59 if ledger and kraken and not conn.execute(\\\"SELECT 1 FROM crypto_transactions WHERE tx_hash='synthetic_demo_hash_001'\\\").fetchone():\\nsrc/jarvis_finance/equity/manage.py\\n17 VALID_TRANSACTION_TYPES = {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\", \\\"manual_adjustment\\\", \\\"initial_snapshot\\\", \\\"initial_position\\n476 raise ValueError(\\\"initial snapshot would overwrite an existing position; use manual_adjustment\\\")\\n538 if transaction_type == \\\"manual_adjustment\\\":\\n539 note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n668 elif position_type in {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"dividend\\\", \\\"etf_distribution\\\", \\\"manual_adjustment\\\"}:\\n671 raise ValueError(\\\"position_type must be initial_snapshot, buy, partial_sell, full_sell, dividend, etf_distribution or manual_adjustment\\\")\\n679 if transaction_type in {\\\"initial_position_snapshot\\\", \\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"manual_adjustment\\\"} and qty <= 0:\\n694 raise ValueError(\\\"initial snapshot would overwrite an existing position; use manual_adjustment\\\")\\nsrc/jarvis_finance/models/enums.py\\n28 MANUAL_ADJUSTMENT = \\\"manual_adjustment\\\"\\nsrc/jarvis_finance/dashboard/views/page_03_equities_etfs.py\\n312 result = add_equity_transaction(conn, account_id=row[\\\"account_id\\\"], instrument_id=row[\\\"instrument_id\\\"], transaction_type=\\\"manual_adjustment\\\", tr\\nsrc/jarvis_finance/dashboard/views/page_13_equity_manage.py\\n117 pos_type = st.selectbox(\\\"Buchung\\\", [\\\"initial_snapshot\\\", \\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"dividend\\\", \\\"etf_distribution\\\", \\\"manual_adjustment\\\"], key=\\\"w\\n126 pos_note = st.text_area(\\\"Notiz — Pflicht bei unvollständiger Historie oder manual_adjustment\\\", key=\\\"wizard_position_note\\\")\\n362 transaction_form(tabs[9], \\\"Korrektur als manual_adjustment\\\", \\\"manual_adjustment\\\")\\nsrc/jarvis_finance/dashboard/views/page_17_position_add.py\\n233 tx_map = {\\\"Initial Snapshot\\\": \\\"initial_snapshot\\\", \\\"Kauf\\\": \\\"buy\\\", \\\"Dividende / Ausschüttung\\\": \\\"dividend\\\", \\\"Manuelle Korrektur\\\": \\\"manual_adjustment\\\"}\\nsrc/jarvis_finance/dashboard/views/page_04_crypto.py\\n103 st.warning(\\\"Es wird nichts gelöscht. Der Bestand wird via manual_adjustment auditierbar auf 0 gesetzt.\\\")\\n116 rows = [row for row in data.get_latest_crypto_transactions(conn, limit=100) if row.get(\\\"symbol\\\") == detail.get(\\\"symbol\\\")]\\nsrc/jarvis_finance/dashboard/views/page_12_crypto_manage.py\\n58 \\\"Bestand korrigieren\\\": \\\"Aktuellen Wallet-Bestand per manual_adjustment korrigieren.\\\",\\n100 op_type = st.selectbox(\\\"Schritt 3 — Typ\\\", [\\\"initial_snapshot_addition\\\", \\\"manual_adjustment\\\"])\\n143 st.warning(\\\"Es wird nichts gelöscht. Der Bestand wird via manual_adjustment auditierbar auf 0 gesetzt.\\\")\\n175 show_table(st, data.get_latest_crypto_transactions(conn))\", \"exit_code\": 0, \"error\": null}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass, field\\n 4|from decimal import Decimal, InvalidOperation\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from jarvis_finance.audit.log import record_audit_event\\n 8|from jarvis_finance.crypto.assets import create_crypto_asset\\n 9|from jarvis_finance.crypto.holdings import calculate_crypto_holdings, create_initial_holding_snapshot\\n 10|from jarvis_finance.crypto.transactions import record_crypto_transfer\\n 11|from jarvis_finance.imports.common import stable_id, utc_now\\n 12|from jarvis_finance.quality.alerts import create_alert\\n 13|\\n 14|CRYPTO_MANUAL_REVIEW_COIN_LABELS = [\\n 15| \\\"ADA Cardano\\\",\\n 16| \\\"Amp\\\",\\n 17| \\\"Avalanche AVAX\\\",\\n 18| \\\"Bitcoin BTC\\\",\\n 19| \\\"Chainlink\\\",\\n 20| \\\"DOGE\\\",\\n 21| \\\"Decentraland MANA\\\",\\n 22| \\\"Ethereum ETH\\\",\\n 23| \\\"HIGH Highstreet\\\",\\n 24| \\\"IOTA IOT\\\",\\n 25| \\\"LUNA Terra\\\",\\n 26| \\\"LUNC Terra Classic\\\",\\n 27| \\\"NETVR\\\",\\n 28| \\\"NuCypher NU\\\",\\n 29| \\\"Ox ZRX\\\",\\n 30| \\\"Polygon MATIC\\\",\\n 31| \\\"Ripple XRP\\\",\\n 32| \\\"SAND The Sandbox\\\",\\n 33| \\\"SAROS\\\",\\n 34| \\\"SKY\\\",\\n 35| \\\"SOL Solana\\\",\\n 36| \\\"Sundae\\\",\\n 37| \\\"USTC Terra Classic\\\",\\n 38|]\\n 39|\\n 40|VALID_ADD_TYPES = {\\\"initial_snapshot_addition\\\", \\\"manual_adjustment\\\", \\\"crypto_buy\\\"}\\n 41|\\n 42|\\n 43|@dataclass(frozen=True)\\n 44|class CryptoManageResult:\\n 45| asset_id: str\\n 46| wallet_id: str\\n 47| holding_id: str | None = None\\n 48| transaction_id: str | None = None\\n 49| warnings: list[str] = field(default_factory=list)\\n 50|\\n 51|\\n 52|def parse_decimal_text(value: str, *, field_name: str = \\\"quantity\\\") -> Decimal:\\n 53| text = str(value).strip()\\n 54| if not text:\\n 55| raise ValueError(f\\\"{field_name} is required\\\")\\n 56| try:\\n 57| dec = Decimal(text)\\n 58| except (InvalidOperation, ValueError) as exc:\\n 59| raise ValueError(f\\\"{field_name} must be a Decimal string\\\") from exc\\n 60| if not dec.is_finite():\\n 61| raise ValueError(f\\\"{field_name} must be finite\\\")\\n 62| return dec\\n 63|\\n 64|\\n 65|def decimal_text(value: Decimal) -> str:\\n 66| return format(value, \\\"f\\\")\\n 67|\\n 68|\\n 69|def _require_confirm(confirm: bool) -> None:\\n 70| if not confirm:\\n 71| raise ValueError(\\\"explicit confirm is required before saving\\\")\\n 72|\\n 73|\\n 74|def _require_date(effective_date: str) -> str:\\n 75| text = str(effective_date).strip()\\n 76| if not text:\\n 77| raise ValueError(\\\"date is required\\\")\\n 78| # Keep validation intentionally simple and deterministic; Streamlit date_input supplies ISO dates.\\n 79| parts = text.split(\\\"-\\\")\\n 80| if len(parts) != 3 or not all(part.isdigit() for part in parts):\\n 81| raise ValueError(\\\"date must be ISO YYYY-MM-DD\\\")\\n 82| return text\\n 83|\\n 84|\\n 85|def _require_wallet(conn: Connection, wallet_id: str) -> str:\\n 86| wallet_id = str(wallet_id).strip()\\n 87| if not wallet_id:\\n 88| raise ValueError(\\\"wallet is required\\\")\\n 89| row = conn.execute(\\\"SELECT wallet_id FROM crypto_wallets WHERE wallet_id=?\\\", (wallet_id,)).fetchone()\\n 90| if row is None:\\n 91| raise ValueError(\\\"wallet not found\\\")\\n 92| return wallet_id\\n 93|\\n 94|\\n 95|def _require_coin_fields(coin_name: str, symbol: str) -> tuple[str, str]:\\n 96| coin_name = str(coin_name).strip()\\n 97| symbol = str(symbol).strip().upper()\\n 98| if not coin_name:\\n 99| raise ValueError(\\\"coin name is required\\\")\\n 100| if not symbol:\\n 101| raise ValueError(\\\"symbol is required\\\")\\n 102| return coin_name, symbol\\n 103|\\n 104|\\n 105|def _require_note(note: str, *, reason: str) -> str:\\n 106| note = str(note or \\\"\\\").strip()\\n 107| if not note:\\n 108| raise ValueError(f\\\"note is required for {reason}\\\")\\n 109| return note\\n 110|\\n 111|\\n 112|def _find_asset(conn: Connection, *, coin_name: str, symbol: str, coingecko_id: str | None) -> str | None:\\n 113| if coingecko_id:\\n 114| row = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE coingecko_id=?\\\", (coingecko_id.strip(),)).fetchone()\\n 115| if row:\\n 116| return row[\\\"asset_id\\\"]\\n 117| row = conn.execute(\\n 118| \\\"SELECT asset_id FROM crypto_assets WHERE lower(coin_name)=lower(?) AND upper(symbol)=upper(?)\\\",\\n 119| (coin_name, symbol),\\n 120| ).fetchone()\\n 121| return row[\\\"asset_id\\\"] if row else None\\n 122|\\n 123|\\n 124|def _ensure_asset(\\n 125| conn: Connection,\\n 126| *,\\n 127| coin_name: str,\\n 128| symbol: str,\\n 129| coingecko_id: str | None,\\n 130| coingecko_status: str,\\n 131| note: str | None,\\n 132|) -> tuple[str, list[str]]:\\n 133| warnings: list[str] = []\\n 134| cg = coingecko_id.strip() if coingecko_id and coingecko_id.strip() else None\\n 135| existing = _find_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=cg)\\n 136| if existing:\\n 137| asset_id = existing\\n 138| else:\\n 139| asset_id = create_crypto_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=cg, notes=note)\\n 140| if not cg:\\n 141| warnings.append(\\\"missing_coingecko_id\\\")\\n 142| if coingecko_status in {\\\"missing_confirmed\\\", \\\"uncertain\\\"}:\\n 143| rule = \\\"crypto_coingecko_mapping_uncertain\\\" if coingecko_status == \\\"uncertain\\\" else \\\"missing_coingecko_id\\\"\\n 144| create_alert(\\n 145| conn,\\n 146| priority=\\\"warnung\\\",\\n 147| category=\\\"crypto\\\",\\n 148| entity_type=\\\"crypto_asset\\\",\\n 149| entity_id=asset_id,\\n 150| rule_id=rule,\\n 151| message=\\\"Crypto asset CoinGecko mapping needs manual confirmation.\\\",\\n 152| evidence={\\\"symbol\\\": symbol, \\\"coin_name\\\": coin_name, \\\"coingecko_status\\\": coingecko_status},\\n 153| fingerprint=coingecko_status,\\n 154| )\\n 155| conn.commit()\\n 156| if rule not in warnings:\\n 157| warnings.append(rule)\\n 158| return asset_id, warnings\\n 159|\\n 160|\\n 161|def current_wallet_asset_quantity(conn: Connection, *, wallet_id: str, asset_id: str) -> Decimal:\\n 162| result = calculate_crypto_holdings(conn)\\n 163| holding = result.wallet_holdings.get((wallet_id, asset_id))\\n 164| return holding.quantity if holding else Decimal(\\\"0\\\")\\n 165|\\n 166|\\n 167|def _insert_manual_adjustment_transaction(\\n 168| conn: Connection,\\n 169| *,\\n 170| asset_id: str,\\n 171| wallet_id: str,\\n 172| delta: Decimal,\\n 173| effective_date: str,\\n 174| note: str,\\n 175|) -> str:\\n 176| if delta == 0:\\n 177| raise ValueError(\\\"manual adjustment delta must not be zero\\\")\\n 178| now = utc_now()\\n 179| qty = abs(delta)\\n 180| tx_id = stable_id(\\\"cryptotx\\\", \\\"manual_adjustment\\\", asset_id, wallet_id, decimal_text(delta), effective_date, now)\\n 181| from_wallet_id = wallet_id if delta < 0 else None\\n 182| to_wallet_id = wallet_id if delta > 0 else None\\n 183| conn.execute(\\n 184| \\\"\\\"\\\"\\n 185| INSERT INTO crypto_transactions(\\n 186| crypto_transaction_id, transaction_type, asset_id, quantity,\\n 187| from_wallet_id, to_wallet_id, transaction_datetime, source,\\n 188| confirmation_status, parse_confidence, notes, created_at\\n 189| ) VALUES (?, 'manual_adjustment', ?, ?, ?, ?, ?, 'manual_dashboard', 'confirmed', 1, ?, ?)\\n 190| \\\"\\\"\\\",\\n 191| (tx_id, asset_id, decimal_text(qty), from_wallet_id, to_wallet_id, effective_date, note, now),\\n 192| )\\n 193| return tx_id\\n 194|\\n 195|\\n 196|def add_crypto_position(\\n 197| conn: Connection,\\n 198| *,\\n 199| coin_name: str,\\n 200| symbol: str,\\n 201| wallet_id: str,\\n 202| quantity_text: str,\\n 203| effective_date: str,\\n 204| operation_type: str,\\n 205| note: str,\\n 206| confirm: bool,\\n 207| coingecko_id: str | None = None,\\n 208| coingecko_status: str = \\\"selected\\\",\\n 209|) -> CryptoManageResult:\\n 210| _require_confirm(confirm)\\n 211| if operation_type not in VALID_ADD_TYPES:\\n 212| raise ValueError(\\\"unsupported crypto management operation type\\\")\\n 213| if operation_type == \\\"crypto_buy\\\":\\n 214| raise ValueError(\\\"crypto_buy requires the dedicated ledger buy workflow; use manual_adjustment or initial_snapshot_addition in this MVP\\\")\\n 215| effective_date = _require_date(effective_date)\\n 216| wallet_id = _require_wallet(conn, wallet_id)\\n 217| coin_name, symbol = _require_coin_fields(coin_name, symbol)\\n 218| quantity = parse_decimal_text(quantity_text)\\n 219| if quantity <= 0:\\n 220| raise ValueError(\\\"quantity must be > 0\\\")\\n 221| if operation_type == \\\"manual_adjustment\\\":\\n 222| note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n 223| else:\\n 224| note = str(note or \\\"\\\").strip() or \\\"manual initial snapshot addition\\\"\\n 225| asset_id, warnings = _ensure_asset(conn, coin_name=coin_name, symbol=symbol, coingecko_id=coingecko_id, coingecko_status=coingecko_status, note=note)\\n 226| existing_holding = conn.execute(\\n 227| \\\"SELECT crypto_holding_id FROM crypto_holdings WHERE asset_id=? AND wallet_id=?\\\",\\n 228| (asset_id, wallet_id),\\n 229| ).fetchone()\\n 230| if operation_type == \\\"initial_snapshot_addition\\\":\\n 231| if existing_holding:\\n 232| raise ValueError(\\\"initial snapshot addition would overwrite an existing holding; use manual_adjustment\\\")\\n 233| holding_id = create_initial_holding_snapshot(\\n 234| conn,\\n 235| asset_id=asset_id,\\n 236| wallet_id=wallet_id,\\n 237| quantity=quantity,\\n 238| verification_status=\\\"verified\\\",\\n 239| last_verified_at=effective_date,\\n 240| legacy_snapshot_date=effective_date,\\n 241| note=note,\\n 242| )\\n 243| return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, holding_id=holding_id, warnings=warnings)\\n 244| before = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n 245| tx_id = _insert_manual_adjustment_transaction(conn, asset_id=asset_id, wallet_id=wallet_id, delta=quantity, effective_date=effective_date, note=note)\\n 246| after = before + quantity\\n 247| record_audit_event(\\n 248| conn,\\n 249| source=\\\"crypto_manage\\\",\\n 250| action=\\\"crypto_manual_adjustment\\\",\\n 251| entity_type=\\\"crypto_transaction\\\",\\n 252| entity_id=tx_id,\\n 253| old_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(before)},\\n 254| new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(after), \\\"delta\\\": decimal_text(quantity)},\\n 255| user_text_note=note,\\n 256| confirmed=True,\\n 257| created_by=\\\"dashboard\\\",\\n 258| )\\n 259| conn.commit()\\n 260| return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, transaction_id=tx_id, warnings=warnings)\\n 261|\\n 262|\\n 263|def adjust_crypto_position(\\n 264| conn: Connection,\\n 265| *,\\n 266| asset_id: str,\\n 267| wallet_id: str,\\n 268| new_quantity_text: str,\\n 269| effective_date: str,\\n 270| note: str,\\n 271| confirm: bool,\\n 272|) -> CryptoManageResult:\\n 273| _require_confirm(confirm)\\n 274| effective_date = _require_date(effective_date)\\n 275| wallet_id = _require_wallet(conn, wallet_id)\\n 276| note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n 277| new_quantity = parse_decimal_text(new_quantity_text, field_name=\\\"new quantity\\\")\\n 278| if new_quantity < 0:\\n 279| raise ValueError(\\\"new quantity must be >= 0\\\")\\n 280| asset = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 281| if asset is None:\\n 282| raise ValueError(\\\"asset not found\\\")\\n 283| before = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n 284| delta = new_quantity - before\\n 285| if before + delta < 0:\\n 286| raise ValueError(\\\"negative holding blocked\\\")\\n 287| tx_id = _insert_manual_adjustment_transaction(conn, asset_id=asset_id, wallet_id=wallet_id, delta=delta, effective_date=effective_date, note=note)\\n 288| record_audit_event(\\n 289| conn,\\n 290| source=\\\"crypto_manage\\\",\\n 291| action=\\\"crypto_manual_adjustment\\\",\\n 292| entity_type=\\\"crypto_transaction\\\",\\n 293| entity_id=tx_id,\\n 294| old_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(before)},\\n 295| new_values={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id, \\\"quantity\\\": decimal_text(new_quantity), \\\"delta\\\": decimal_text(delta)},\\n 296| user_text_note=note,\\n 297| confirmed=True,\\n 298| created_by=\\\"dashboard\\\",\\n 299| )\\n 300| if before != 0 and (new_quantity / before >= Decimal(\\\"10\\\") or new_quantity == 0):\\n 301| create_alert(\\n 302| conn,\\n 303| priority=\\\"hinweis\\\",\\n 304| category=\\\"crypto\\\",\\n 305| entity_type=\\\"crypto_transaction\\\",\\n 306| entity_id=tx_id,\\n 307| rule_id=\\\"crypto_manual_adjustment_review\\\",\\n 308| message=\\\"Manual crypto adjustment should be reviewed because it materially changes the holding.\\\",\\n 309| evidence={\\\"asset_id\\\": asset_id, \\\"wallet_id\\\": wallet_id},\\n 310| fingerprint=\\\"manual_adjustment_review\\\",\\n 311| )\\n 312| conn.commit()\\n 313| return CryptoManageResult(asset_id=asset_id, wallet_id=wallet_id, transaction_id=tx_id)\\n 314|\\n 315|\\n 316|def reduce_crypto_position(\\n 317| conn: Connection,\\n 318| *,\\n 319| asset_id: str,\\n 320| wallet_id: str,\\n 321| reduction_quantity_text: str,\\n 322| effective_date: str,\\n 323| note: str,\\n 324| confirm: bool,\\n 325|) -> CryptoManageResult:\\n 326| _require_confirm(confirm)\\n 327| reduction = parse_decimal_text(reduction_quantity_text, field_name=\\\"reduction quantity\\\")\\n 328| if reduction <= 0:\\n 329| raise ValueError(\\\"reduction quantity must be > 0\\\")\\n 330| current = current_wallet_asset_quantity(conn, wallet_id=wallet_id, asset_id=asset_id)\\n 331| new_quantity = current - reduction\\n 332| if new_quantity < 0:\\n 333| raise ValueError(\\\"negative holding blocked\\\")\\n 334| return adjust_crypto_position(\\n 335| conn,\\n 336| asset_id=asset_id,\\n 337| wallet_id=wallet_id,\\n 338| new_quantity_text=decimal_text(new_quantity),\\n 339| effective_date=effective_date,\\n 340| note=note,\\n 341| confirm=confirm,\\n 342| )\\n 343|\\n 344|\\n 345|def transfer_crypto_position(\\n 346| conn: Connection,\\n 347| *,\\n 348| asset_id: str,\\n 349| from_wallet_id: str,\\n 350| to_wallet_id: str,\\n 351| quantity_text: str,\\n 352| effective_date: str,\\n 353| note: str,\\n 354| confirm: bool,\\n 355| fee_quantity_text: str | None = None,\\n 356|) -> CryptoManageResult:\\n 357| _require_confirm(confirm)\\n 358| _require_date(effective_date)\\n 359| from_wallet_id = _require_wallet(conn, from_wallet_id)\\n 360| to_wallet_id = _require_wallet(conn, to_wallet_id)\\n 361|\", \"total_lines\": 417, \"file_size\": 15501, \"truncated\": true, \"hint\": \"Use offset=361 to continue reading (showing 1-360 of 417 lines)\", \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 361| note = str(note or \\\"\\\").strip() or \\\"manual wallet transfer\\\"\\n 362| asset = conn.execute(\\\"SELECT asset_id FROM crypto_assets WHERE asset_id=?\\\", (asset_id,)).fetchone()\\n 363| if asset is None:\\n 364| raise ValueError(\\\"asset not found\\\")\\n 365| quantity = parse_decimal_text(quantity_text)\\n 366| if quantity <= 0:\\n 367| raise ValueError(\\\"quantity must be > 0\\\")\\n 368| fee_quantity = parse_decimal_text(fee_quantity_text or \\\"0\\\", field_name=\\\"fee quantity\\\")\\n 369| if fee_quantity < 0:\\n 370| raise ValueError(\\\"fee quantity must be >= 0\\\")\\n 371| tx_id = record_crypto_transfer(\\n 372| conn,\\n 373| asset_id=asset_id,\\n 374| from_wallet_id=from_wallet_id,\\n 375| to_wallet_id=to_wallet_id,\\n 376| quantity=quantity,\\n 377| fee_quantity=fee_quantity,\\n 378| note=note,\\n 379| )\\n 380| return CryptoManageResult(asset_id=asset_id, wallet_id=to_wallet_id, transaction_id=tx_id)\\n 381|\\n 382|\\n 383|\\n 384|def get_crypto_management_options(conn: Connection) -> dict[str, list[dict[str, str]] | list[str]]:\\n 385| wallets = [\\n 386| {\\\"wallet_id\\\": row[\\\"wallet_id\\\"], \\\"wallet_name\\\": row[\\\"wallet_name\\\"], \\\"wallet_type\\\": row[\\\"wallet_type\\\"]}\\n 387| for row in conn.execute(\\\"SELECT wallet_id, wallet_name, wallet_type FROM crypto_wallets WHERE is_active=1 ORDER BY wallet_name\\\").fetchall()\\n 388| ]\\n 389| assets = [\\n 390| {\\\"asset_id\\\": row[\\\"asset_id\\\"], \\\"coin_name\\\": row[\\\"coin_name\\\"], \\\"symbol\\\": row[\\\"symbol\\\"], \\\"coingecko_id\\\": row[\\\"coingecko_id\\\"] or \\\"\\\"}\\n 391| for row in conn.execute(\\\"SELECT asset_id, coin_name, symbol, coingecko_id FROM crypto_assets WHERE is_active=1 ORDER BY coin_name, symbol\\\").fetchall()\\n 392| ]\\n 393| holdings = [\\n 394| {\\n 395| \\\"asset_id\\\": row[\\\"asset_id\\\"],\\n 396| \\\"wallet_id\\\": row[\\\"wallet_id\\\"],\\n 397| \\\"coin_name\\\": row[\\\"coin_name\\\"],\\n 398| \\\"symbol\\\": row[\\\"symbol\\\"],\\n 399| \\\"wallet_name\\\": row[\\\"wallet_name\\\"],\\n 400| \\\"quantity\\\": row[\\\"quantity\\\"],\\n 401| }\\n 402| for row in conn.execute(\\n 403| \\\"\\\"\\\"\\n 404| SELECT h.asset_id, h.wallet_id, a.coin_name, a.symbol, w.wallet_name, h.quantity\\n 405| FROM crypto_holdings h\\n 406| JOIN crypto_assets a ON a.asset_id=h.asset_id\\n 407| JOIN crypto_wallets w ON w.wallet_id=h.wallet_id\\n 408| ORDER BY a.coin_name, w.wallet_name\\n 409| \\\"\\\"\\\"\\n 410| ).fetchall()\\n 411| ]\\n 412| return {\\n 413| \\\"wallets\\\": wallets,\\n 414| \\\"assets\\\": assets,\\n 415| \\\"holdings\\\": holdings,\\n 416| \\\"manual_review_coin_labels\\\": list(CRYPTO_MANUAL_REVIEW_COIN_LABELS),\\n 417| }\\n 418|\", \"total_lines\": 417, \"file_size\": 15501, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 500| action=\\\"equity_initial_position_snapshot\\\",\\n 501| entity_type=\\\"transaction\\\",\\n 502| entity_id=tx_id,\\n 503| new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": \\\"initial_position_snapshot\\\"},\\n 504| user_text_note=note,\\n 505| confirmed=True,\\n 506| created_by=\\\"dashboard\\\",\\n 507| )\\n 508| conn.commit()\\n 509| return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n 510|\\n 511|\\n 512|def add_equity_transaction(\\n 513| conn: Connection,\\n 514| *,\\n 515| account_id: str,\\n 516| instrument_id: str,\\n 517| transaction_type: str,\\n 518| trade_date: str,\\n 519| quantity_text: str,\\n 520| gross_amount_original_text: str,\\n 521| currency: str,\\n 522| note: str,\\n 523| confirm: bool,\\n 524| fee_original_text: str = \\\"0\\\",\\n 525| tax_original_text: str = \\\"0\\\",\\n 526| fx_rate_to_chf_text: str | None = None,\\n 527| fx_source: str | None = None,\\n 528| fx_status: str = \\\"ok\\\",\\n 529|) -> EquityManageResult:\\n 530| _require_confirm(confirm)\\n 531| account_id = _require_account(conn, account_id)\\n 532| instrument_id = _require_instrument(conn, instrument_id)\\n 533| transaction_type = str(transaction_type).strip()\\n 534| if transaction_type not in VALID_TRANSACTION_TYPES:\\n 535| raise ValueError(\\\"unsupported equity transaction type\\\")\\n 536| trade_date = _require_date(trade_date)\\n 537| currency = _require_currency(currency)\\n 538| if transaction_type == \\\"manual_adjustment\\\":\\n 539| note = _require_note(note, reason=\\\"manual_adjustment\\\")\\n 540| else:\\n 541| note = str(note or \\\"\\\").strip() or f\\\"manual {transaction_type}\\\"\\n 542| qty = parse_decimal_text(quantity_text, field_name=\\\"quantity\\\")\\n 543| gross = parse_decimal_text(gross_amount_original_text, field_name=\\\"gross amount\\\")\\n 544| fee = parse_decimal_text(fee_original_text, field_name=\\\"fee\\\")\\n 545| tax = parse_decimal_text(tax_original_text, field_name=\\\"tax\\\")\\n 546| if transaction_type in {\\\"buy\\\", \\\"partial_sell\\\", \\\"full_sell\\\", \\\"initial_position_snapshot\\\"} and qty <= 0:\\n 547| raise ValueError(\\\"quantity must be > 0\\\")\\n 548| if transaction_type in {\\\"dividend\\\", \\\"etf_distribution\\\", \\\"fee\\\"}:\\n 549| qty = Decimal(\\\"0\\\")\\n 550| if transaction_type in {\\\"partial_sell\\\", \\\"full_sell\\\"}:\\n 551| current = calculate_positions(conn).positions.get((account_id, instrument_id))\\n 552| current_qty = current.quantity if current else Decimal(\\\"0\\\")\\n 553| if qty > current_qty:\\n 554| raise ValueError(\\\"sell would create negative position\\\")\\n 555| if transaction_type == \\\"full_sell\\\" and qty != current_qty:\\n 556| raise ValueError(\\\"full_sell quantity must match current position\\\")\\n 557| tx_id, warnings = _insert_transaction(\\n 558| conn,\\n 559| transaction_type=transaction_type,\\n 560| account_id=account_id,\\n 561| instrument_id=instrument_id,\\n 562| trade_date=trade_date,\\n 563| quantity=qty,\\n 564| gross=gross,\\n 565| fee=fee,\\n 566| tax=tax,\\n 567| currency=currency,\\n 568| fx_rate_to_chf_text=fx_rate_to_chf_text,\\n 569| fx_source=fx_source,\\n 570| fx_status=fx_status,\\n 571| note=note,\\n 572| )\\n 573| record_audit_event(\\n 574| conn,\\n 575| source=\\\"equity_manage\\\",\\n 576| action=f\\\"equity_{transaction_type}\\\",\\n 577| entity_type=\\\"transaction\\\",\\n 578| entity_id=tx_id,\\n 579| new_values={\\\"account_id\\\": account_id, \\\"instrument_id\\\": instrument_id, \\\"transaction_type\\\": transaction_type},\\n 580| user_text_note=note,\\n 581| confirmed=True,\\n 582| created_by=\\\"dashboard\\\",\\n 583| )\\n 584| conn.commit()\\n 585| return EquityManageResult(instrument_id=instrument_id, account_id=account_id, transaction_id=tx_id, warnings=warnings)\\n 586|\\n 587|\\n 588|def _ensure_instrument_from_catalog(conn: Connection, *, catalog_entry_id: str, note: str) -> str:\\n 589| row = conn.execute(\\\"SELECT * FROM instrument_catalog_entries WHERE catalog_entry_id=?\\\", (catalog_entry_id,)).fetchone()\\n 590| if row is None:\\n 591| raise ValueError(\\\"catalog entry not found\\\")\\n 592| asset_class = \\\"etf\\\" if row[\\\"asset_class\\\"] == \\\"etf\\\" else \\\"stock\\\"\\n 593| currency = _require_currency(row[\\\"instrument_currency\\\"] or row[\\\"trading_currency\\\"] or \\\"CHF\\\")\\n 594| isin = (row[\\\"isin\\\"] or \\\"\\\").strip().upper()\\n 595| ticker = (row[\\\"ticker\\\"] or \\\"\\\").strip().upper()\\n 596| exchange = (row[\\\"exchange\\\"] or \\\"\\\").strip().upper()\\n 597| existing = None\\n 598| if isin:\\n 599| existing = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE isin=? AND COALESCE(exchange,'')=? AND currency=?\\\", (isin, exchange, currency)).fetchone()\\n 600| if existing is None and ticker and exchange:\\n 601| existing = conn.execute(\\\"SELECT instrument_id FROM instruments WHERE upper(ticker)=upper(?) AND COALESCE(exchange,'')=? AND currency=?\\\", (ticker, exchange, currency)).fetchone()\\n 602| if existing:\\n 603| instrument_id = existing[\\\"instrument_id\\\"]\\n 604| else:\\n 605| instrument_id = stable_id(\\\"instrument\\\", isin or ticker or row[\\\"name\\\"], exchange, currency)\\n 606| conn.execute(\\n 607| \\\"\\\"\\\"\\n 608| INSERT INTO instruments(\\n 609| instrument_id, asset_class, name, ticker, isin, exchange, currency,\\n 610| notes, is_currency_hedged, hedged_to_currency, hedge_status,\\n 611| trading_currency, instrument_status, valuation_policy, created_at\\n 612| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 613| \\\"\\\"\\\",\\n 614| (\\n 615| instrument_id, asset_class, row[\\\"name\\\"], ticker, isin, exchange, currency, note,\\n 616| (1 if row[\\\"is_currency_hedged\\\"] else 0), row[\\\"hedged_to_currency\\\"], row[\\\"hedge_status\\\"] or \\\"unknown\\\",\\n 617| row[\\\"trading_currency\\\"], row[\\\"instrument_status\\\"] or \\\"unknown\\\", row[\\\"valuation_policy\\\"] or \\\"live_price\\\", utc_now(),\\n 618| ),\\n 619| )\\n 620| if row[\\\"provider_symbol\\\"]:\\n 621| from jarvis_finance.market_data.mappings import confirm_instrument_price_mapping\\n 622| confirm_instrument_price_mapping(\\n 623| conn,\\n 624| instrument_id=instrument_id,\\n 625| provider=row[\\\"provider\\\"] or \\\"manual\\\",\\n 626| provider_symbol=row[\\\"provider_symbol\\\"],\\n 627| provider_market=row[\\\"provider_market\\\"] or exchange,\\n 628| confidence=row[\\\"source_confidence\\\"] or \\\"low\\\",\\n 629| note=note,\\n 630| exchange=exchange,\\n 631| currency=row[\\\"trading_currency\\\"] or currency,\\n 632| hedge_status=row[\\\"hedge_status\\\"] if row[\\\"hedge_status\\\"] != \\\"unknown\\\" else None,\\n 633| hedged_to_currency=row[\\\"hedged_to_currency\\\"],\\n 634| instrument_status=row[\\\"instrument_status\\\"] if row[\\\"instrument_status\\\"] != \\\"unknown\\\" else None,\\n 635| valuation_policy=row[\\\"valuation_policy\\\"],\\n 636| trading_currency=row[\\\"trading_currency\\\"] or currency,\\n 637| created_by=\\\"dashboard\\\",\\n 638| )\\n 639| else:\\n 640|\", \"total_lines\": 799, \"file_size\": 34826, \"truncated\": true, \"hint\": \"Use offset=640 to continue reading (showing 500-639 of 799 lines)\", \"is_binary\": false, \"is_image\": false}",
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"content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection\\n 4|\\n 5|from fastapi import APIRouter, Depends, Query\\n 6|\\n 7|from jarvis_finance.api.dependencies import get_db\\n 8|from jarvis_finance.api.schemas.positions import (\\n 9| AuditEntry,\\n 10| CleanupPreviewResponse,\\n 11| ConfirmResponse,\\n 12| ContainerConfirmRequest,\\n 13| ContainerPreviewRequest,\\n 14| GenericConfirmRequest,\\n 15| InstrumentSearchCandidate,\\n 16| InstrumentSearchRequest,\\n 17| PositionConfirmRequest,\\n 18| PositionPreviewRequest,\\n 19| PreviewResponse,\\n 20| PricePoint,\\n 21| ProviderSearchResponse,\\n 22| ReferenceAccount,\\n 23| RemovePositionPreviewResponse,\\n 24|)\\n 25|from jarvis_finance.services.manual_entry_service import (\\n 26| cleanup_review_artifacts_confirm,\\n 27| cleanup_review_artifacts_preview,\\n 28| confirm_account,\\n 29| confirm_deactivate_account,\\n 30| confirm_delete_wallet,\\n 31| confirm_position,\\n 32| confirm_remove_position,\\n 33| confirm_wallet,\\n 34| get_equity_position_detail,\\n 35| list_audit,\\n 36| list_reference_accounts,\\n 37| market_price_history,\\n 38| preview_account,\\n 39| preview_position,\\n 40| preview_remove_position,\\n 41| preview_wallet,\\n 42| provider_search_instruments,\\n 43| search_instruments,\\n 44|)\\n 45|\\n 46|router = APIRouter(tags=[\\\"positions\\\"])\\n 47|\\n 48|\\n 49|@router.get(\\\"/reference/accounts\\\", response_model=list[ReferenceAccount])\\n 50|def reference_accounts(conn: Connection = Depends(get_db)) -> list[ReferenceAccount]:\\n 51| return list_reference_accounts(conn)\\n 52|\\n 53|\\n 54|@router.post(\\\"/instruments/search\\\", response_model=list[InstrumentSearchCandidate])\\n 55|def instruments_search(request: InstrumentSearchRequest, conn: Connection = Depends(get_db)) -> list[InstrumentSearchCandidate]:\\n 56| return search_instruments(conn, request)\\n 57|\\n 58|\\n 59|@router.post(\\\"/positions/preview\\\", response_model=PreviewResponse)\\n 60|def positions_preview(request: PositionPreviewRequest, conn: Connection = Depends(get_db)) -> PreviewResponse:\\n 61| return preview_position(conn, request)\\n 62|\\n 63|\\n 64|@router.post(\\\"/positions/confirm\\\", response_model=ConfirmResponse)\\n 65|def positions_confirm(request: PositionConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:\\n 66| return confirm_position(conn, request)\\n 67|\\n 68|\\n 69|@router.get(\\\"/portfolio/positions/{position_id}\\\")\\n 70|def portfolio_position_detail(position_id: str, conn: Connection = Depends(get_db)):\\n 71| return get_equity_position_detail(conn, position_id)\\n 72|\\n 73|\\n 74|@router.get(\\\"/market/prices/{instrument_id}/history\\\", response_model=list[PricePoint])\\n 75|def market_history(instrument_id: str, conn: Connection = Depends(get_db)) -> list[PricePoint]:\\n 76| return market_price_history(conn, instrument_id)\\n 77|\\n 78|\\n 79|@router.get(\\\"/audit\\\", response_model=list[AuditEntry])\\n 80|def audit_entries(entity_type: str | None = Query(default=None), entity_id: str | None = Query(default=None), conn: Connection = Depends(get_db)) -> list[AuditEntry]:\\n 81| return list_audit(conn, entity_type, entity_id)\\n 82|\\n 83|\\n 84|@router.post(\\\"/instruments/provider-search\\\", response_model=ProviderSearchResponse)\\n 85|def instruments_provider_search(request: InstrumentSearchRequest, conn: Connection = Depends(get_db)) -> ProviderSearchResponse:\\n 86| return provider_search_instruments(conn, request)\\n 87|\\n 88|\\n 89|@router.post(\\\"/cleanup/review-artifacts/preview\\\", response_model=CleanupPreviewResponse)\\n 90|def cleanup_review_artifacts_preview_route(conn: Connection = Depends(get_db)) -> CleanupPreviewResponse:\\n 91| return cleanup_review_artifacts_preview(conn)\\n 92|\\n 93|\\n 94|@router.post(\\\"/cleanup/review-artifacts/confirm\\\", response_model=ConfirmResponse)\\n 95|def cleanup_review_artifacts_confirm_route(request: GenericConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:\\n 96| return cleanup_review_artifacts_confirm(conn, request)\\n 97|\\n 98|\\n 99|@router.post(\\\"/positions/{position_id}/remove/preview\\\", response_model=RemovePositionPreviewResponse)\\n 100|def position_remove_preview(position_id: str, conn: Connection = Depends(get_db)) -> RemovePositionPreviewResponse:\\n 101| return preview_remove_position(conn, position_id)\\n 102|\\n 103|\\n 104|@router.post(\\\"/positions/{position_id}/remove/confirm\\\", response_model=ConfirmResponse)\\n 105|def position_remove_confirm(position_id: str, request: GenericConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:\\n 106| return confirm_remove_position(conn, position_id, request)\\n 107|\\n 108|\\n 109|@router.post(\\\"/wallets/preview\\\", response_model=PreviewResponse)\\n 110|def wallets_preview(request: ContainerPreviewRequest, conn: Connection = Depends(get_db)) -> PreviewResponse:\\n 111| return preview_wallet(conn, request)\\n 112|\\n 113|\\n 114|@router.post(\\\"/wallets/confirm\\\", response_model=ConfirmResponse)\\n 115|def wallets_confirm(request: ContainerConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:\\n 116| return confirm_wallet(conn, request)\\n 117|\\n 118|\\n 119|@router.post(\\\"/wallets/{wallet_id}/delete/confirm\\\", response_model=ConfirmResponse)\\n 120|def wallets_delete_confirm(wallet_id: str, request: GenericConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:\\n 121| return confirm_delete_wallet(conn, wallet_id, request)\\n 122|\\n 123|\\n 124|@router.post(\\\"/accounts/preview\\\", response_model=PreviewResponse)\\n 125|def accounts_preview(request: ContainerPreviewRequest, conn: Connection = Depends(get_db)) -> PreviewResponse:\\n 126| return preview_account(conn, request)\\n 127|\\n 128|\\n 129|@router.post(\\\"/accounts/confirm\\\", response_model=ConfirmResponse)\\n 130|def accounts_confirm(request: ContainerConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:\\n 131| return confirm_account(conn, request)\\n 132|\\n 133|\\n 134|@router.post(\\\"/accounts/{account_id}/deactivate/confirm\\\", response_model=ConfirmResponse)\\n 135|def accounts_deactivate_confirm(account_id: str, request: GenericConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:\\n 136| return confirm_deactivate_account(conn, account_id, request)\\n 137|\", \"total_lines\": 136, \"file_size\": 5603, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
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