{ "session_id": "20260519_094122_cdeecf4c", "model": "gpt-5.5", "base_url": "https://chatgpt.com/backend-api/codex", "platform": "telegram", "session_start": "2026-05-19T21:52:01.153831", "last_updated": "2026-05-19T22:13:47.666418", "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save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked.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 ![alt](url) and they will be sent as native photos.\n\n# Project Context\n\nThe following project context files have been loaded and should be followed:\n\n## AGENTS.md\n\n# GLOBALE ORCHESTRIERUNGS-REGELN\n\n## 1. Rolle\nDu bist JARVIS, der Chef-Architekt und Orchestrator. Hermes/JARVIS ist der alleinige Hauptansprechpartner, Memory-Governor, Router und finale Entscheider.\n\n## 2. Ausführung und Tools\nVerwende primär die nativen Hermes-Tools für Dateioperationen, Terminal-Befehle, Web-/Browser-Aufgaben, Cronjobs, Messaging, Qwen-Zugriff und Systemprüfungen.\n\nOpenClaw/FRIDAY ist nicht mehr Standard-Executor. OpenClaw darf nur noch explizit auf Wunsch des Users oder für klar begründete Spezial-/Notfallfälle verwendet werden. Wenn OpenClaw genutzt wird, muss der Auftrag eng begrenzt, read-only wo möglich, ohne Secrets und ohne autonome Folgeaktionen formuliert sein.\n\n## 3. Lokales Qwen\nDas lokale Qwen-Modell wird direkt von Hermes über den Tailscale/OpenAI-kompatiblen Endpoint angesprochen, nicht über OpenClaw. Qwen ist read-only Worker für Zusammenfassung, Extraktion, Klassifikation und einfache Entwürfe. Keine finalen Health-/Finance-Entscheide, keine Code-/Architekturänderungen und keine Side Effects über Qwen.\n\n## 4. Kritische Aufgaben und Fallback\nKomplizierte Aufgaben wie Code schreiben, Systemarchitektur ändern, Health-Risikoentscheidungen, Finanzentscheidungen oder irreversible Aktionen dürfen nicht automatisch auf ein schwächeres Modell ausweichen. Bei GPT-5.5 Rate-Limit oder Ausfall: pausieren und Sir fragen.\n\n## 5. Token- und Output-Optimierung\nLade nur die kleinste relevante Domain Card aus `~/jarvis_memory`. Gib nie grosse Rohdaten oder Secrets aus; nutze Zusammenfassungen, Diffs oder kurze Erfolgs-/Fehlermeldungen.\n\n══════════════════════════════════════════════\nMEMORY (your personal notes) [99% — 2,191/2,200 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) [98% — 1,359/1,375 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: no bulk confirms; no real amounts/IDs in chat; no runtime DB/CSV/API keys in Git/frontend; backups+audit; imports DryRun→Review→Confirm→Audit; no fake buttons; OpenFIGI key never show/store; fixed-costs only after categories+duplicates clean.\n\nConversation started: Tuesday, May 19, 2026 09:41 AM\nModel: gpt-5.5\nProvider: openai-codex", "tools": [ { "type": "function", "function": { "name": "browser_back", "description": "Navigate back to the previous page in browser history. Requires browser_navigate to be called first.", "parameters": { "type": "object", "properties": {} } } }, { "type": "function", "function": { "name": "browser_click", "description": "Click on an element identified by its ref ID from the snapshot (e.g., '@e5'). The ref IDs are shown in square brackets in the snapshot output. Requires browser_navigate and browser_snapshot to be called first.", "parameters": { "type": "object", "properties": { "ref": { "type": "string", "description": "The element reference from the snapshot (e.g., '@e5', '@e12')" } }, "required": [ "ref" ] } } }, { "type": "function", "function": { "name": "browser_console", "description": "Get browser console output and JavaScript errors from the current page. Returns console.log/warn/error/info messages and uncaught JS exceptions. Use this to detect silent JavaScript errors, failed API calls, and application warnings. Requires browser_navigate to be called first. When 'expression' is provided, evaluates JavaScript in the page context and returns the result — use this for DOM inspection, reading page state, or extracting data programmatically.", "parameters": { "type": "object", "properties": { "clear": { "type": "boolean", "default": false, "description": "If true, clear the message buffers after reading" }, "expression": { "type": "string", "description": "JavaScript expression to evaluate in the page context. Runs in the browser like DevTools console — full access to DOM, window, document. Return values are serialized to JSON. Example: 'document.title' or 'document.querySelectorAll(\"a\").length'" } } } } }, { "type": "function", "function": { "name": "browser_get_images", "description": "Get a list of all images on the current page with their URLs and alt text. Useful for finding images to analyze with the vision tool. Requires browser_navigate to be called first.", "parameters": { "type": "object", "properties": {} } } }, { "type": "function", "function": { "name": "browser_navigate", "description": "Navigate to a URL in the browser. Initializes the session and loads the page. Must be called before other browser tools. For plain-text endpoints — URLs ending in .md, .txt, .json, .yaml, .yml, .csv, .xml, raw.githubusercontent.com, or any documented API endpoint — prefer curl via the terminal tool or web_extract; the browser stack is overkill and much slower for these. Use browser tools when you need to interact with a page (click, fill forms, dynamic content). Returns a compact page snapshot with interactive elements and ref IDs — no need to call browser_snapshot separately after navigating.", "parameters": { "type": "object", "properties": { "url": { "type": "string", "description": "The URL to navigate to (e.g., 'https://example.com')" } }, "required": [ "url" ] } } }, { "type": "function", "function": { "name": "browser_press", "description": "Press a keyboard key. Useful for submitting forms (Enter), navigating (Tab), or keyboard shortcuts. Requires browser_navigate to be called first.", "parameters": { "type": "object", "properties": { "key": { "type": "string", "description": "Key to press (e.g., 'Enter', 'Tab', 'Escape', 'ArrowDown')" } }, "required": [ "key" ] } } }, { "type": "function", "function": { "name": "browser_scroll", "description": "Scroll the page in a direction. Use this to reveal more content that may be below or above the current viewport. Requires browser_navigate to be called first.", "parameters": { "type": "object", "properties": { "direction": { "type": "string", "enum": [ "up", "down" ], "description": "Direction to scroll" } }, "required": [ "direction" ] } } }, { "type": "function", "function": { "name": "browser_snapshot", "description": "Get a text-based snapshot of the current page's accessibility tree. Returns interactive elements with ref IDs (like @e1, @e2) for browser_click and browser_type. full=false (default): compact view with interactive elements. full=true: complete page content. Snapshots over 8000 chars are truncated or LLM-summarized. Requires browser_navigate first. Note: browser_navigate already returns a compact snapshot — use this to refresh after interactions that change the page, or with full=true for complete content.", "parameters": { "type": "object", "properties": { "full": { "type": "boolean", "description": "If true, returns complete page content. If false (default), returns compact view with interactive elements only.", "default": false } } } } }, { "type": "function", "function": { "name": "browser_type", "description": "Type text into an input field identified by its ref ID. Clears the field first, then types the new text. Requires browser_navigate and browser_snapshot to be called first.", "parameters": { "type": "object", "properties": { "ref": { "type": "string", "description": "The element reference from the snapshot (e.g., '@e3')" }, "text": { "type": "string", "description": "The text to type into the field" } }, "required": [ "ref", "text" ] } } }, { "type": "function", "function": { "name": "browser_vision", "description": "Take a screenshot of the current page and analyze it with vision AI. Use this when you need to visually understand what's on the page - especially useful for CAPTCHAs, visual verification challenges, complex layouts, or when the text snapshot doesn't capture important visual information. Returns both the AI analysis and a screenshot_path that you can share with the user by including MEDIA: in your response. Requires browser_navigate to be called first.", "parameters": { "type": "object", "properties": { "question": { "type": "string", "description": "What you want to know about the page visually. Be specific about what you're looking for." }, "annotate": { "type": "boolean", "default": false, "description": "If true, overlay numbered [N] labels on interactive elements. Each [N] maps to ref @eN for subsequent browser commands. Useful for QA and spatial reasoning about page layout." } }, "required": [ "question" ] } } }, { "type": "function", "function": { "name": "clarify", "description": "Ask the user a question when you need clarification, feedback, or a decision before proceeding. Supports two modes:\n\n1. **Multiple choice** — provide up to 4 choices. The user picks one or types their own answer via a 5th 'Other' option.\n2. **Open-ended** — omit choices entirely. The user types a free-form response.\n\nUse this tool when:\n- The task is ambiguous and you need the user to choose an approach\n- You want post-task feedback ('How did that work out?')\n- You want to offer to save a skill or update memory\n- A decision has meaningful trade-offs the user should weigh in on\n\nDo NOT use this tool for simple yes/no confirmation of dangerous commands (the terminal tool handles that). Prefer making a reasonable default choice yourself when the decision is low-stakes.", "parameters": { "type": "object", "properties": { "question": { "type": "string", "description": "The question to present to the user." }, "choices": { "type": "array", "items": { "type": "string" }, "maxItems": 4, "description": "Up to 4 answer choices. Omit this parameter entirely to ask an open-ended question. When provided, the UI automatically appends an 'Other (type your answer)' option." } }, "required": [ "question" ] } } }, { "type": "function", "function": { "name": "cronjob", "description": "Manage scheduled cron jobs with a single compressed tool.\n\nUse action='create' to schedule a new job from a prompt or one or more skills.\nUse action='list' to inspect jobs.\nUse action='update', 'pause', 'resume', 'remove', or 'run' to manage an existing job.\n\nTo stop a job the user no longer wants: first action='list' to find the job_id, then action='remove' with that job_id. Never guess job IDs — always list first.\n\nJobs run in a fresh session with no current-chat context, so prompts must be self-contained.\nIf skills are provided on create, the future cron run loads those skills in order, then follows the prompt as the task instruction.\nOn update, passing skills=[] clears attached skills.\n\nNOTE: The agent's final response is auto-delivered to the target. Put the primary\nuser-facing content in the final response. Cron jobs run autonomously with no user\npresent — they cannot ask questions or request clarification.\n\nImportant safety rule: cron-run sessions should not recursively schedule more cron jobs.", "parameters": { "type": "object", "properties": { "action": { "type": "string", "description": "One of: create, list, update, pause, resume, remove, run" }, "job_id": { "type": "string", "description": "Required for update/pause/resume/remove/run" }, "prompt": { "type": "string", "description": "For create: the full self-contained prompt. If skills are also provided, this becomes the task instruction paired with those skills." }, "schedule": { "type": "string", "description": "For create/update: '30m', 'every 2h', '0 9 * * *', or ISO timestamp" }, "name": { "type": "string", "description": "Optional human-friendly name" }, "repeat": { "type": "integer", "description": "Optional repeat count. Omit for defaults (once for one-shot, forever for recurring)." }, "deliver": { "type": "string", "description": "Omit this parameter to auto-deliver back to the current chat and topic (recommended). Auto-detection preserves thread/topic context. Only set explicitly when the user asks to deliver somewhere OTHER than the current conversation. Values: 'origin' (same as omitting), 'local' (no delivery, save only), 'all' (fan out to every connected home channel), or platform:chat_id:thread_id for a specific destination. Combine with comma: 'origin,all' delivers to the origin plus every other connected channel. Examples: 'telegram:-1001234567890:17585', 'discord:#engineering', 'sms:+15551234567', 'all'. WARNING: 'platform:chat_id' without :thread_id loses topic targeting. 'all' resolves at fire time, so a job created before a channel was wired up will pick it up automatically once connected." }, "skills": { "type": "array", "items": { "type": "string" }, "description": "Optional ordered list of skill names to load before executing the cron prompt. On update, pass an empty array to clear attached skills." }, "model": { "type": "object", "description": "Optional per-job model override. If provider is omitted, the current main provider is pinned at creation time so the job stays stable.", "properties": { "provider": { "type": "string", "description": "Provider name (e.g. 'openrouter', 'anthropic', or 'custom:' for a provider defined in custom_providers config — always include the ':' suffix, never pass the bare 'custom'). Omit to use and pin the current provider." }, "model": { "type": "string", "description": "Model name (e.g. 'anthropic/claude-sonnet-4', 'claude-sonnet-4')" } }, "required": [ "model" ] }, "script": { "type": "string", "description": "Optional path to a script that runs each tick. In the default mode its stdout is injected into the agent's prompt as context (data-collection / change-detection pattern). With no_agent=True, the script IS the job and its stdout is delivered verbatim (classic watchdog pattern). Relative paths resolve under ~/.hermes/scripts/. ``.sh``/``.bash`` extensions run via bash, everything else via Python. On update, pass empty string to clear." }, "no_agent": { "type": "boolean", "default": false, "description": "Default: False (LLM-driven job — the agent runs the prompt each tick). Set True to skip the LLM entirely: the scheduler just runs ``script`` on schedule and delivers its stdout verbatim. No tokens, no agent loop, no model override honoured. \n\nREQUIREMENTS when True: ``script`` MUST be set (``prompt`` and ``skills`` are ignored). \n\nDELIVERY SEMANTICS when True: (a) non-empty stdout is sent verbatim as the message; (b) EMPTY stdout means SILENT — nothing is sent to the user and they won't see anything happened, so design your script to stay quiet when there's nothing to report (the watchdog pattern); (c) non-zero exit / timeout sends an error alert so a broken watchdog can't fail silently. \n\nWHEN TO USE True: recurring script-only pings where the script itself produces the exact message text (memory/disk/GPU watchdogs, threshold alerts, heartbeats, CI notifications, API pollers with a fixed output shape). WHEN TO USE False (default): anything that needs reasoning — summarize a feed, draft a daily briefing, pick interesting items, rephrase data for a human, follow conditional logic based on content." }, "context_from": { "type": "array", "items": { "type": "string" }, "description": "Optional job ID or list of job IDs whose most recent completed output is injected into the prompt as context before each run. Use this to chain cron jobs: job A collects data, job B processes it. Each entry must be a valid job ID (from cronjob action='list'). Note: injects the most recent completed output — does not wait for upstream jobs running in the same tick. On update, pass an empty array to clear." }, "enabled_toolsets": { "type": "array", "items": { "type": "string" }, "description": "Optional list of toolset names to restrict the job's agent to (e.g. [\"web\", \"terminal\", \"file\", \"delegation\"]). When set, only tools from these toolsets are loaded, significantly reducing input token overhead. When omitted, all default tools are loaded. Infer from the job's prompt — e.g. use \"web\" if it calls web_search, \"terminal\" if it runs scripts, \"file\" if it reads files, \"delegation\" if it calls delegate_task. On update, pass an empty array to clear." }, "workdir": { "type": "string", "description": "Optional absolute path to run the job from. When set, AGENTS.md / CLAUDE.md / .cursorrules from that directory are injected into the system prompt, and the terminal/file/code_exec tools use it as their working directory — useful for running a job inside a specific project repo. Must be an absolute path that exists. When unset (default), preserves the original behaviour: no project context files, tools use the scheduler's cwd. On update, pass an empty string to clear. Jobs with workdir run sequentially (not parallel) to keep per-job directories isolated." } }, "required": [ "action" ] } } }, { "type": "function", "function": { "name": "delegate_task", "description": "Spawn one or more subagents to work on tasks in isolated contexts. Each subagent gets its own conversation, terminal session, and toolset. Only the final summary is returned -- intermediate tool results never enter your context window.\n\nTWO MODES (one of 'goal' or 'tasks' is required):\n1. Single task: provide 'goal' (+ optional context, toolsets)\n2. Batch (parallel): provide 'tasks' array with up to 3 items concurrently for this user (configured via delegation.max_concurrent_children in config.yaml). All run in parallel and results are returned together. Nested delegation is OFF for this user (max_spawn_depth=1): every child is a leaf and cannot delegate further. Raise delegation.max_spawn_depth in config.yaml to enable nesting.\n\nWHEN TO USE delegate_task:\n- Reasoning-heavy subtasks (debugging, code review, research synthesis)\n- Tasks that would flood your context with intermediate data\n- Parallel independent workstreams (research A and B simultaneously)\n\nWHEN NOT TO USE (use these instead):\n- Mechanical multi-step work with no reasoning needed -> use execute_code\n- Single tool call -> just call the tool directly\n- Tasks needing user interaction -> subagents cannot use clarify\n- Durable long-running work that must outlive the current turn -> use cronjob (action='create') or terminal(background=True, notify_on_complete=True) instead. delegate_task runs SYNCHRONOUSLY inside the parent turn: if the parent is interrupted (user sends a new message, /stop, /new) the child is cancelled with status='interrupted' and its work is discarded. Children cannot continue in the background.\n\nIMPORTANT:\n- Subagents have NO memory of your conversation. Pass all relevant info (file paths, error messages, constraints) via the 'context' field.\n- If the user is writing in a non-English language, or asked for output in a specific language / tone / style, say so in 'context' (e.g. \"respond in Chinese\", \"return output in Japanese\"). Otherwise subagents default to English and their summaries will contaminate your final reply with the wrong language.\n- Subagent summaries are SELF-REPORTS, not verified facts. A subagent that claims \"uploaded successfully\" or \"file written\" may be wrong. For operations with external side-effects (HTTP POST/PUT, remote writes, file creation at shared paths, publishing), require the subagent to return a verifiable handle (URL, ID, absolute path, HTTP status) and verify it yourself — fetch the URL, stat the file, read back the content — before telling the user the operation succeeded.\n- Leaf subagents (role='leaf', the default) CANNOT call: delegate_task, clarify, memory, send_message, execute_code.\n- Orchestrator subagents (role='orchestrator') retain delegate_task so they can spawn their own workers, but still cannot use clarify, memory, send_message, or execute_code. Orchestrators are bounded by max_spawn_depth=1 for this user and can be disabled globally via delegation.orchestrator_enabled=false.\n- Each subagent gets its own terminal session (separate working directory and state).\n- Results are always returned as an array, one entry per task.", "parameters": { "type": "object", "properties": { "goal": { "type": "string", "description": "What the subagent should accomplish. Be specific and self-contained -- the subagent knows nothing about your conversation history." }, "context": { "type": "string", "description": "Background information the subagent needs: file paths, error messages, project structure, constraints. The more specific you are, the better the subagent performs." }, "toolsets": { "type": "array", "items": { "type": "string" }, "description": "Toolsets to enable for this subagent. Default: inherits your enabled toolsets. Available toolsets: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'x_search', 'yuanbao'. Common patterns: ['terminal', 'file'] for code work, ['web'] for research, ['browser'] for web interaction, ['terminal', 'file', 'web'] for full-stack tasks." }, "tasks": { "type": "array", "items": { "type": "object", "properties": { "goal": { "type": "string", "description": "Task goal" }, "context": { "type": "string", "description": "Task-specific context" }, "toolsets": { "type": "array", "items": { "type": "string" }, "description": "Toolsets for this specific task. Available: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'x_search', 'yuanbao'. Use 'web' for network access, 'terminal' for shell, 'browser' for web interaction." }, "acp_command": { "type": "string", "description": "Per-task ACP command override (e.g. 'copilot'). Overrides the top-level acp_command for this task only. Do NOT set unless the user explicitly told you an ACP CLI is installed." }, "acp_args": { "type": "array", "items": { "type": "string" }, "description": "Per-task ACP args override. Leave empty unless acp_command is set." }, "role": { "type": "string", "enum": [ "leaf", "orchestrator" ], "description": "Per-task role override. See top-level 'role' for semantics." } }, "required": [ "goal" ] }, "description": "Batch mode: tasks to run in parallel (up to 3 for this user, set via delegation.max_concurrent_children). Each gets its own subagent with isolated context and terminal session. When provided, top-level goal/context/toolsets are ignored." }, "role": { "type": "string", "enum": [ "leaf", "orchestrator" ], "description": "Role of the child agent. 'leaf' (default) = focused worker, cannot delegate further. 'orchestrator' = can use delegate_task to spawn its own workers. Nesting is OFF for this user (max_spawn_depth=1); 'orchestrator' is silently forced to 'leaf'. Raise delegation.max_spawn_depth in config.yaml to enable." }, "acp_command": { "type": "string", "description": "Override ACP command for child agents (e.g. 'copilot'). When set, children use ACP subprocess transport instead of inheriting the parent's transport. Requires an ACP-compatible CLI (currently GitHub Copilot CLI via 'copilot --acp --stdio'). See agent/copilot_acp_client.py for the implementation. IMPORTANT: Do NOT set this unless the user has explicitly told you a specific ACP-compatible CLI is installed and configured. Leave empty to use the parent's default transport (Hermes subagents)." }, "acp_args": { "type": "array", "items": { "type": "string" }, "description": "Arguments for the ACP command (default: ['--acp', '--stdio']). Only used when acp_command is set. Leave empty unless acp_command is explicitly provided." } } } } }, { "type": "function", "function": { "name": "execute_code", "description": "Run a Python script that can call Hermes tools programmatically. Use this when you need 3+ tool calls with processing logic between them, need to filter/reduce large tool outputs before they enter your context, need conditional branching (if X then Y else Z), or need to loop (fetch N pages, process N files, retry on failure).\n\nUse normal tool calls instead when: single tool call with no processing, you need to see the full result and apply complex reasoning, or the task requires interactive user input.\n\nAvailable via `from hermes_tools import ...`:\n\n read_file(path: str, offset: int = 1, limit: int = 500) -> dict\n Lines are 1-indexed. Returns {\"content\": \"...\", \"total_lines\": N}\n write_file(path: str, content: str) -> dict\n Always overwrites the entire file.\n search_files(pattern: str, target=\"content\", path=\".\", file_glob=None, limit=50) -> dict\n target: \"content\" (search inside files) or \"files\" (find files by name). Returns {\"matches\": [...]}\n patch(path: str, old_string: str, new_string: str, replace_all: bool = False) -> dict\n Replaces old_string with new_string in the file.\n terminal(command: str, timeout=None, workdir=None) -> dict\n Foreground only (no background/pty). Returns {\"output\": \"...\", \"exit_code\": N}\n\nLimits: 5-minute timeout, 50KB stdout cap, max 50 tool calls per script. terminal() is foreground-only (no background or pty).\n\nScripts run in the session's working directory with the active venv's python, so project deps (pandas, etc.) and relative paths work like in terminal().\n\nPrint your final result to stdout. Use Python stdlib (json, re, math, csv, datetime, collections, etc.) for processing between tool calls.\n\nAlso available (no import needed — built into hermes_tools):\n json_parse(text: str) — json.loads with strict=False; use for terminal() output with control chars\n shell_quote(s: str) — shlex.quote(); use when interpolating dynamic strings into shell commands\n retry(fn, max_attempts=3, delay=2) — retry with exponential backoff for transient failures", "parameters": { "type": "object", "properties": { "code": { "type": "string", "description": "Python code to execute. Import tools with `from hermes_tools import terminal, ...` and print your final result to stdout." } }, "required": [ "code" ] } } }, { "type": "function", "function": { "name": "image_generate", "description": "Generate high-quality images from text prompts. The underlying backend (FAL, OpenAI, etc.) and model are user-configured and not selectable by the agent. Returns either a URL or an absolute file path in the `image` field; display it with markdown ![description](url-or-path) and the gateway will deliver it.", "parameters": { "type": "object", "properties": { "prompt": { "type": "string", "description": "The text prompt describing the desired image. Be detailed and descriptive." }, "aspect_ratio": { "type": "string", "enum": [ "landscape", "square", "portrait" ], "description": "The aspect ratio of the generated image. 'landscape' is 16:9 wide, 'portrait' is 16:9 tall, 'square' is 1:1.", "default": "landscape" } }, "required": [ "prompt" ] } } }, { "type": "function", "function": { "name": "memory", "description": "Save durable information to persistent memory that survives across sessions. Memory is injected into future turns, so keep it compact and focused on facts that will still matter later.\n\nWHEN TO SAVE (do this proactively, don't wait to be asked):\n- User corrects you or says 'remember this' / 'don't do that again'\n- User shares a preference, habit, or personal detail (name, role, timezone, coding style)\n- You discover something about the environment (OS, installed tools, project structure)\n- You learn a convention, API quirk, or workflow specific to this user's setup\n- You identify a stable fact that will be useful again in future sessions\n\nPRIORITY: User preferences and corrections > environment facts > procedural knowledge. The most valuable memory prevents the user from having to repeat themselves.\n\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts.\nIf you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\n\nTWO TARGETS:\n- 'user': who the user is -- name, role, preferences, communication style, pet peeves\n- 'memory': your notes -- environment facts, project conventions, tool quirks, lessons learned\n\nACTIONS: add (new entry), replace (update existing -- old_text identifies it), remove (delete -- old_text identifies it).\n\nSKIP: trivial/obvious info, things easily re-discovered, raw data dumps, and temporary task state.", "parameters": { "type": "object", "properties": { "action": { "type": "string", "enum": [ "add", "replace", "remove" ], "description": "The action to perform." }, "target": { "type": "string", "enum": [ "memory", "user" ], "description": "Which memory store: 'memory' for personal notes, 'user' for user profile." }, "content": { "type": "string", "description": "The entry content. Required for 'add' and 'replace'." }, "old_text": { "type": "string", "description": "Short unique substring identifying the entry to replace or remove." } }, "required": [ "action", "target" ] } } }, { "type": "function", "function": { "name": "patch", "description": "Targeted find-and-replace edits in files. Use this instead of sed/awk in terminal. Uses fuzzy matching (9 strategies) so minor whitespace/indentation differences won't break it. Returns a unified diff. Auto-runs syntax checks after editing.\n\nREPLACE MODE (mode='replace', default): find a unique string and replace it. REQUIRED PARAMETERS: mode, path, old_string, new_string.\nPATCH MODE (mode='patch'): apply V4A multi-file patches for bulk changes. REQUIRED PARAMETERS: mode, patch.", "parameters": { "type": "object", "properties": { "mode": { "type": "string", "enum": [ "replace", "patch" ], "description": "Edit mode. 'replace' (default): requires path + old_string + new_string. 'patch': requires patch content only.", "default": "replace" }, "path": { "type": "string", "description": "REQUIRED when mode='replace'. File path to edit." }, "old_string": { "type": "string", "description": "REQUIRED when mode='replace'. Exact text to find and replace. Must be unique in the file unless replace_all=true. Include surrounding context lines to ensure uniqueness." }, "new_string": { "type": "string", "description": "REQUIRED when mode='replace'. Replacement text. Pass empty string '' to delete the matched text." }, "replace_all": { "type": "boolean", "description": "Replace all occurrences instead of requiring a unique match (default: false)", "default": false }, "patch": { "type": "string", "description": "REQUIRED when mode='patch'. V4A format patch content. Format:\n*** Begin Patch\n*** Update File: path/to/file\n@@ context hint @@\n context line\n-removed line\n+added line\n*** End Patch" } }, "required": [ "mode" ] } } }, { "type": "function", "function": { "name": "process", "description": "Manage background processes started with terminal(background=true). Actions: 'list' (show all), 'poll' (check status + new output), 'log' (full output with pagination), 'wait' (block until done or timeout), 'kill' (terminate), 'write' (send raw stdin data without newline), 'submit' (send data + Enter, for answering prompts), 'close' (close stdin/send EOF).", "parameters": { "type": "object", "properties": { "action": { "type": "string", "enum": [ "list", "poll", "log", "wait", "kill", "write", "submit", "close" ], "description": "Action to perform on background processes" }, "session_id": { "type": "string", "description": "Process session ID (from terminal background output). Required for all actions except 'list'." }, "data": { "type": "string", "description": "Text to send to process stdin (for 'write' and 'submit' actions)" }, "timeout": { "type": "integer", "description": "Max seconds to block for 'wait' action. Returns partial output on timeout.", "minimum": 1 }, "offset": { "type": "integer", "description": "Line offset for 'log' action (default: last 200 lines)" }, "limit": { "type": "integer", "description": "Max lines to return for 'log' action", "minimum": 1 } }, "required": [ "action" ] } } }, { "type": "function", "function": { "name": "read_file", "description": "Read a text file with line numbers and pagination. Use this instead of cat/head/tail in terminal. Output format: 'LINE_NUM|CONTENT'. Suggests similar filenames if not found. Use offset and limit for large files. Reads exceeding ~100K characters are rejected; use offset and limit to read specific sections of large files. NOTE: Cannot read images or binary files — use vision_analyze for images.", "parameters": { "type": "object", "properties": { "path": { "type": "string", "description": "Path to the file to read (absolute, relative, or ~/path)" }, "offset": { "type": "integer", "description": "Line number to start reading from (1-indexed, default: 1)", "default": 1, "minimum": 1 }, "limit": { "type": "integer", "description": "Maximum number of lines to read (default: 500, max: 2000)", "default": 500, "maximum": 2000 } }, "required": [ "path" ] } } }, { "type": "function", "function": { "name": "search_files", "description": "Search file contents or find files by name. Use this instead of grep/rg/find/ls in terminal. Ripgrep-backed, faster than shell equivalents.\n\nContent search (target='content'): Regex search inside files. Output modes: full matches with line numbers, file paths only, or match counts.\n\nFile search (target='files'): Find files by glob pattern (e.g., '*.py', '*config*'). Also use this instead of ls — results sorted by modification time.", "parameters": { "type": "object", "properties": { "pattern": { "type": "string", "description": "Regex pattern for content search, or glob pattern (e.g., '*.py') for file search" }, "target": { "type": "string", "enum": [ "content", "files" ], "description": "'content' searches inside file contents, 'files' searches for files by name", "default": "content" }, "path": { "type": "string", "description": "Directory or file to search in (default: current working directory)", "default": "." }, "file_glob": { "type": "string", "description": "Filter files by pattern in grep mode (e.g., '*.py' to only search Python files)" }, "limit": { "type": "integer", "description": "Maximum number of results to return (default: 50)", "default": 50 }, "offset": { "type": "integer", "description": "Skip first N results for pagination (default: 0)", "default": 0 }, "output_mode": { "type": "string", "enum": [ "content", "files_only", "count" ], "description": "Output format for grep mode: 'content' shows matching lines with line numbers, 'files_only' lists file paths, 'count' shows match counts per file", "default": "content" }, "context": { "type": "integer", "description": "Number of context lines before and after each match (grep mode only)", "default": 0 } }, "required": [ "pattern" ] } } }, { "type": "function", "function": { "name": "send_message", "description": "Send a message to a connected messaging platform, or list available targets.\n\nIMPORTANT: When the user asks to send to a specific channel or person (not just a bare platform name), call send_message(action='list') FIRST to see available targets, then send to the correct one.\nIf the user just says a platform name like 'send to telegram', send directly to the home channel without listing first.", "parameters": { "type": "object", "properties": { "action": { "type": "string", "enum": [ "send", "list" ], "description": "Action to perform. 'send' (default) sends a message. 'list' returns all available channels/contacts across connected platforms." }, "target": { "type": "string", "description": "Delivery target. Format: 'platform' (uses home channel), 'platform:#channel-name', 'platform:chat_id', or 'platform:chat_id:thread_id' for Telegram topics and Discord threads. Examples: 'telegram', 'telegram:-1001234567890:17585', 'discord:999888777:555444333', 'discord:#bot-home', 'slack:#engineering', 'signal:+155****4567', 'matrix:!roomid:server.org', 'matrix:@user:server.org', 'yuanbao:direct:' (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": 204, "messages": [ { "role": "user", "content": "[M G] Budget Planning & Forecast v1 ist akzeptiert.\n\nDie Hauptanforderungen aus der letzten Anweisung sind umgesetzt. Bitte baue jetzt gezielt weiter, aber ohne neue Importquellen und ohne Fixkosten/Subscriptions.\n\n# Budget Planning Usability & Baseline Entry v2\n\nZiel:\nDie Budgetplanung soll im Alltag gut bedienbar werden. Ich möchte Budgetwerte 2026 und Vorjahreswerte 2025 effizient je Kategorie eintragen, prüfen, kopieren, validieren und später aus Excel übernehmen können. Zusätzlich soll der Audit-/Verlauf-Tab pro Kategorie wirklich nutzbar werden.\n\nWichtig:\n- Keine neuen Importquellen.\n- Keine Fixkosten/Subscriptions in diesem Sprint.\n- Keine Runtime-DB ins Git.\n- Keine echten Beträge im Chat.\n- Keine stillen Mutationen.\n- Preview → Confirm → Audit bleibt Pflicht.\n- Budget-/Vorjahreswerte sind Plan-/Referenzwerte, keine echten Transaktionen.\n- Nur bestätigte Budgettransaktionen zählen als Ist-Werte.\n\n## 1. Audit-/Verlauf-Tab pro Kategorie fertigstellen\n\nAktuell ist der Verlauf/Audit-Tab vorbereitet, aber noch keine vollständige Detailtabelle.\n\nBitte umsetzen:\n\nPro Kategorie im Detailbereich:\n\n- Liste der letzten Änderungen\n- Datum/Zeit\n- Aktion\n- geändertes Feld\n- alter Wert\n- neuer Wert\n- Quelle\n- Notiz\n- Benutzer/System\n- Audit-ID nur im technischen Detail, nicht prominent\n\nFür Änderungen an:\n- Budget Monat\n- Budget Jahr\n- Periodizität\n- Vorjahreswert Jahr\n- Vorjahreswerte Monate\n- Notizen\n- Kategorie-Mapping\n\nAkzeptanz:\n- Nach Änderung eines Planwerts erscheint ein Audit-Eintrag.\n- Nach Änderung eines Vorjahreswerts erscheint ein Audit-Eintrag.\n- Verlauf ist verständlich und nicht nur Roh-JSON.\n\n## 2. Komfortable Eingabe für Budget 2026\n\nDie Budgetplanung soll nicht pro Kategorie mühsam einzeln sein.\n\nBitte ergänzen:\n\n### Inline-Edit oder Schnellbearbeitung\n\nIn der Tabelle Budgetplanung:\n\n- Budget Monat 2026 direkt bearbeiten\n- Budget Jahr 2026 direkt bearbeiten\n- Periodizität wählen\n- Speichern pro Zeile\n- oder mehrere Änderungen sammeln und gemeinsam bestätigen\n\n### Batch-Speichern\n\nOptional, aber sehr hilfreich:\n\n- mehrere Kategorien bearbeiten\n- Button: Änderungen prüfen\n- Preview zeigt alle geänderten Kategorien\n- Confirm speichert alle\n- Audit je Kategorie oder Batch-Audit mit Details\n\nAkzeptanz:\n- Ich kann mehrere Budgetwerte nacheinander eintragen und gemeinsam speichern.\n- Keine Änderung wird ohne Confirm produktiv.\n- Ungültige Werte werden klar markiert.\n\n## 3. Komfortable Eingabe für Vorjahr 2025\n\nBitte Vorjahreswerte effizient erfassbar machen.\n\n### Jahreswert-Modus\n\nPro Kategorie:\n\n- Jahreswert 2025 eingeben\n- System berechnet Monatsdurchschnitt\n- optional gleichmäßig auf 12 Monate verteilen\n\n### Monatswert-Modus\n\nPro Kategorie:\n\n- Januar bis Dezember 2025 erfassen\n- Jahreswert = Summe Monate\n- Monatsdurchschnitt = Jahreswert / 12\n\n### UX\n\nIm Detaildialog:\n\n- Tabelle Januar–Dezember\n- Jahreswert oben oder unten\n- Button: Jahreswert auf Monate verteilen\n- Button: Monatswerte leeren\n- Button: Preview\n- Button: Confirm\n\nAkzeptanz:\n- Jahreswert kann erfasst werden.\n- Monatswerte können erfasst werden.\n- Summe wird live angezeigt.\n- Abweichung zwischen Jahreswert und Monatswertsumme wird angezeigt.\n- Confirm schreibt Audit.\n\n## 4. Excel-Budget-Vorlage als Referenz vorbereiten\n\nNoch keine neue Importquelle, aber wir haben ein bestehendes Excel-Budgettool.\n\nBitte nur vorbereiten:\n\n- Button: Aus Excel-Vorlage übernehmen\n- Status: vorbereitet / Coming soon oder falls bestehende Excel-Seed-Logik vorhanden ist, kontrollierte Preview\n- keine automatische produktive Übernahme\n- Ziel:\n - Budget 2026 aus Excel\n - Vorjahr 2025 aus Excel\n - Income/Budgetwerte\n- falls vorhandene Seed-Kandidaten genutzt werden können:\n - Preview anzeigen\n - Mapping Kategorie → Zielkategorie\n - Confirm erst nach Nutzerfreigabe\n\nWichtig:\nWenn das schon technisch möglich ist, bitte nur Preview bauen, keine stille Übernahme.\n\n## 5. Kategorien ohne Budget / ohne Vorjahr als Datenpflege-Liste\n\nBitte auf Budgetplanung sichtbar machen:\n\n### Datenpflege-Kacheln\n\n- Kategorien ohne Budget 2026\n- Kategorien ohne Vorjahreswert 2025\n- Kategorien mit Ist-Ausgaben, aber ohne Budget\n- Kategorien mit Budget, aber ohne Ist\n- Kategorien mit Vorjahr, aber ohne aktuelles Budget\n\nJede Kachel anklickbar:\n- filtert die Tabelle\n- zeigt betroffene Kategorien\n\nAkzeptanz:\n- Ich sehe sofort, welche Kategorien ich noch pflegen muss.\n\n## 6. Plausibilitätschecks\n\nBitte ergänzen:\n\n- Budget Jahr 2026 deutlich niedriger als Vorjahr 2025 → Hinweis\n- Budget Jahr 2026 deutlich höher als Vorjahr 2025 → Hinweis\n- Ist 2026 bereits über Budget → Warnung\n- Kategorie hat Ist-Ausgaben, aber kein Budget → Warnung\n- Kategorie hat Budget, aber keine Ist-Daten → neutraler Hinweis\n- Kategorie hat keine Vorjahreswerte → Hinweis\n\nSchwellen:\n- Abweichung >20% gegenüber Vorjahr = Hinweis\n- Ist > Budget = Warnung\n- Forecast >115% Budget = kritisch\n\n## 7. Forecast-Methodik sichtbar machen\n\nIn der UI soll klar stehen, wie Forecast berechnet wird.\n\nBitte ergänzen:\n\n- Info-/Help-Text:\n - linear_forecast = Ist bisher / vergangene Monate × 12\n - budget_adjusted_forecast = Ist bisher + Restmonate × Monatsbudget\n- Im Detaildialog:\n - beide Forecast-Werte anzeigen, falls vorhanden\n - Hauptwert markieren\n\nAkzeptanz:\n- Ich verstehe, warum eine Kategorie auf Rot/Gelb/Grün steht.\n\n## 8. Grafiken optisch verbessern\n\nDie bestehenden Grafiken sind gut als Basis. Bitte weiter verbessern:\n\n### Kategorie-Detail\n\n- Ist 2026 Balken\n- Budgetlinie\n- Ist 2025 Vergleich\n- klare Legende\n- bessere Tooltips\n- bessere Farben:\n - Ist 2026: Blau\n - Budget: dunkle Linie\n - Ist 2025: grau\n - Überschreitung: rot/orange\n\n### Budgetplanung Übersicht\n\n- Chart: Top Kategorien ohne Budget\n- Chart: größte Abweichung Budget vs Vorjahr\n- Chart: Forecast-Risiken\n\nKeine neue Chart-Library, wenn nicht nötig.\n\n## 9. Budgetstatus und Budget-vs-Ist Integration prüfen\n\nBitte sicherstellen:\n\n- Wenn Budgetwert geändert wird, aktualisiert sich Budgetstatus.\n- Wenn Vorjahreswert geändert wird, aktualisiert sich Budget-vs-Ist.\n- Wenn Monatswerte 2025 geändert werden, aktualisiert sich Kategorie-Detail.\n- Keine Kandidaten werden als Ist gezählt.\n- Transfers bleiben ausgeschlossen.\n\n## 10. Tests\n\nBitte Tests ergänzen für:\n\n### Audit/Verlauf\n- Änderung Budgetwert erzeugt Audit-Eintrag\n- Änderung Vorjahreswert erzeugt Audit-Eintrag\n- Verlauf zeigt alte/neue Werte lesbar\n\n### Budget Eingabe\n- Inline-Edit Budget Monat\n- Inline-Edit Budget Jahr\n- Batch Preview\n- Batch Confirm\n- ungültige Werte blockiert\n\n### Vorjahr Eingabe\n- Jahreswert auf Monate verteilen\n- Monatswerte summieren sich zu Jahreswert\n- Abweichung wird angezeigt\n- Confirm schreibt Audit\n\n### Datenpflege\n- Kategorie ohne Budget sichtbar\n- Kategorie ohne Vorjahr sichtbar\n- Kategorie mit Ist ohne Budget sichtbar\n- Kachel filtert Tabelle\n\n### Plausibilitätschecks\n- Budget stark höher/tiefer als Vorjahr\n- Ist über Budget\n- Forecast kritisch\n\n### Forecast\n- linear_forecast\n- budget_adjusted_forecast\n- Methodik sichtbar\n\n### Integration\n- Budgetstatus aktualisiert nach Planwertänderung\n- Budget-vs-Ist aktualisiert nach Vorjahreswertänderung\n- Kandidaten ausgeschlossen\n- Transfers ausgeschlossen\n\n### Safety\n- keine Runtime-DB im Git\n- keine echten Daten im Git\n- Git-Safety sauber\n\n## 11. Browser Sanity\n\nBitte prüfen:\n\n- /planning/budget/planning\n- /planning/budget/status\n- /planning/budget/analysis/budget-vs-actual\n- /planning/budget/analysis/data-explorer\n- /planning/budget/categories\n\n## 12. Nicht in diesem Sprint\n\nBitte nicht bauen:\n\n- Fixkosten/Subscriptions\n- neue Importquellen\n- OCR/Kamera\n- Steuerprognose\n- Portfolio Analytics\n- Watchlist\n- KI-Budgetempfehlungen\n- automatische Budgetvorschläge ohne Review\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- Browser sanity\n- git diff --check\n- Commit\n- Push\n\n## 14. Abschlussbericht\n\nBitte berichten:\n\n- Audit-Verlauf pro Kategorie umgesetzt: ja/nein\n- Budget 2026 Schnellbearbeitung umgesetzt: ja/nein\n- Vorjahr 2025 Schnellbearbeitung umgesetzt: ja/nein\n- Batch Preview/Confirm umgesetzt: ja/nein\n- Excel-Vorlage Preview vorbereitet: ja/nein\n- Datenpflege-Kacheln umgesetzt: ja/nein\n- Plausibilitätschecks umgesetzt: ja/nein\n- Forecast-Methodik sichtbar: ja/nein\n- Grafiken verbessert: ja/nein\n- Budgetstatus Integration geprüft: ja/nein\n- Budget-vs-Ist Integration geprüft: ja/nein\n- Tests\n- Build\n- Git-Safety\n- Commit-Hash\n- Push-Status\n- offene Grenzen\n\nWichtig:\nDieser Sprint soll die Budgetplanung alltagstauglich machen. Danach können wir Fixkosten/Subscriptions starten." }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_gWo2wbkTNtFBIZGUJRf8ezL2", "call_id": "call_gWo2wbkTNtFBIZGUJRf8ezL2", "response_item_id": "fc_04d026cb92654aa5016a0c142888dc81918c216323e20320b1", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"github-pr-workflow\"}" } }, { "id": "call_9JBzUHahOxKAqVxDxRBRGPr8", "call_id": "call_9JBzUHahOxKAqVxDxRBRGPr8", "response_item_id": "fc_04d026cb92654aa5016a0c142888ec819194ab565450a2f8e7", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"test-driven-development\"}" } }, { "id": "call_d9nDY0zbUnciUAZVqpIkjM0V", "call_id": "call_d9nDY0zbUnciUAZVqpIkjM0V", "response_item_id": "fc_04d026cb92654aa5016a0c142888f48191903cb59a74f8c01b", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"systematic-debugging\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Acting on repository tasks**\n\nI need to focus on working with the GitHub repository. It's clear that I'll need skills relevant to the GitHub pull request workflow and test-driven development for this project. I should also inspect the current state of the code and functionalities to understand what adjustments are necessary. Let's make sure I stay organized and methodical in this process!", "reasoning_content": "**Acting on repository tasks**\n\nI need to focus on working with the GitHub repository. It's clear that I'll need skills relevant to the GitHub pull request workflow and test-driven development for this project. I should also inspect the current state of the code and functionalities to understand what adjustments are necessary. Let's make sure I stay organized and methodical in this process!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDBQoYsr-7gvRRYCXuU4o6fmuB2_zMTZvbkFg6WJfZEF5LOitkot8JMAsaxhO2ZfFzxp1rFGA2zp5vcQgkjWAiNja1qgda-8JotjDbK5fPRHQCuop1KaTZkgrO9YecrkPOPemUqhocbKjrQxrvYKx8kghUZtS7YCjnnwoi5_NfVwz-uU3OYKxeKWs1cOyI2ZNMHwtQJwCAeZwS8kXdfHIMZIIfghRaNxzlrfdd6fwFvw_LZgfMibcNT5jB7a6yBum4xLGWUAYpf95yQa68C6zGoA1RERQv7Wq4u_viVg2wQTDfrnrEMYCCrex3zpsadxoD27AE_3rcIFExOPtf2kZi3wdaiN0-rewpWnlqbtB6U7631xjFuawEiKA8r4vO2_FV7FSEfaqZmauxKOzMNJQhQ5vQnEKDfb1HihJ72dGkSuagpShlkpYQgo5aJM3Wo9pi3DH1TeabxE6CBtGcGAx77I1EAckHV0z3VVl17visXlhEK3ji3qLt5u-AgHxuue9EhSMWLpf3hKuesBK9ip26MMCZ73_QmRlp3lWanNGCW4Belz0XjD3fEQUCJf5askRCaMf8hftClgL1T7iLiXf4vP8NLnm1OU3JDHqfZc2pp5QFj_9eTub0HGWuMAXuxRi1x_zBBYmSTPOw8_38yN2CSU6V_pFYLzqpe-_cibUmicW6o4PVAB7DXa07V4U_s7hBVr8zn2RVxATiU2wY-EYXbBS56L2ZMiBhnvEGXEJ83PboziL3v3hNqcVSC4mCyh4ur29zkjr5DFRPW9dIYpcTqp6rdoJx5tPXYhXJH9ntR96imYcMBzWmxUut__pGNkG5C1NfSkfueheuILMG1AHXu0JSjdWNDf6HJ0-dsU5roeHSKNgCJsqCyzwknTvrrUKoWm9j0a9Jo2krr2JD_n_H18vzLX9fGgUVHgtHiLcKtlWmB5KOtCntiog05UDObks7gmsJzfvrL5EX-EdPuAL6RtBDK94PDBMZyySazpgDViLmlCWOIUnabK0xwMqfwMuI2lkjxQKgY4PqHYZtz0D-LKHEb2V5KQsOs06wwQoWi340s8=", "id": "rs_04d026cb92654aa5016a0c1424eb848191a52d1ecedcfb15fc", "summary": [ { "type": "summary_text", "text": "**Acting on repository tasks**\n\nI need to focus on working with the GitHub repository. It's clear that I'll need skills relevant to the GitHub pull request workflow and test-driven development for this project. I should also inspect the current state of the code and functionalities to understand what adjustments are necessary. Let's make sure I stay organized and methodical in this process!" } ] } ] }, { "role": "tool", "content": "{\"success\": true, \"name\": \"github-pr-workflow\", \"description\": \"GitHub PR lifecycle: branch, commit, open, CI, merge.\", \"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"], \"content\": \"---\\nname: github-pr-workflow\\ndescription: \\\"GitHub PR lifecycle: branch, commit, open, CI, merge.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [GitHub, Pull-Requests, CI/CD, Git, Automation, Merge]\\n related_skills: [github-auth, github-code-review]\\n---\\n\\n# GitHub Pull Request Workflow\\n\\nComplete guide for managing the PR lifecycle. Each section shows the `gh` way first, then the `git` + `curl` fallback for machines without `gh`.\\n\\nFor private HTTPS remotes where an agent must push with a token but PR creation may be blocked by token scope, see `references/private-repo-token-push-pr.md`.\\n\\n## Prerequisites\\n\\n- Authenticated with GitHub (see `github-auth` skill)\\n- Inside a git repository with a GitHub remote\\n\\n### Quick Auth Detection\\n\\n```bash\\n# Determine which method to use throughout this workflow\\nif command -v gh &>/dev/null && gh auth status &>/dev/null; then\\n AUTH=\\\"gh\\\"\\nelse\\n AUTH=\\\"git\\\"\\n # Ensure we have a token for API calls\\n if [ -z \\\"$GITHUB_TOKEN\\\" ]; then\\n if [ -f ~/.hermes/.env ] && grep -q \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env; then\\n GITHUB_TOKEN=$(grep \\\"^GITHUB_TOKEN=\\\" ~/.hermes/.env | head -1 | cut -d= -f2 | tr -d '\\\\n\\\\r')\\n elif grep -q \\\"github.com\\\" ~/.git-credentials 2>/dev/null; then\\n GITHUB_TOKEN=$(grep \\\"github.com\\\" ~/.git-credentials 2>/dev/null | head -1 | sed 's|https://[^:]*:\\\\([^@]*\\\\)@.*|\\\\1|')\\n fi\\n fi\\nfi\\necho \\\"Using: $AUTH\\\"\\n```\\n\\n### Extracting Owner/Repo from the Git Remote\\n\\nMany `curl` commands need `owner/repo`. Extract it from the git remote:\\n\\n```bash\\n# Works for both HTTPS and SSH remote URLs\\nREMOTE_URL=$(git remote get-url origin)\\nOWNER_REPO=$(echo \\\"$REMOTE_URL\\\" | sed -E 's|.*github\\\\.com[:/]||; s|\\\\.git$||')\\nOWNER=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f1)\\nREPO=$(echo \\\"$OWNER_REPO\\\" | cut -d/ -f2)\\necho \\\"Owner: $OWNER, Repo: $REPO\\\"\\n```\\n\\n---\\n\\n## 1. Branch Creation\\n\\nThis part is pure `git` — identical either way:\\n\\n```bash\\n# Make sure you're up to date\\ngit fetch origin\\ngit checkout main && git pull origin main\\n\\n# Create and switch to a new branch\\ngit checkout -b feat/add-user-authentication\\n```\\n\\nBranch naming conventions:\\n- `feat/description` — new features\\n- `fix/description` — bug fixes\\n- `refactor/description` — code restructuring\\n- `docs/description` — documentation\\n- `ci/description` — CI/CD changes\\n\\n## 2. Making Commits\\n\\nUse the agent's file tools (`write_file`, `patch`) to make changes, then commit:\\n\\n```bash\\n# Stage specific files\\ngit add src/auth.py src/models/user.py tests/test_auth.py\\n\\n# Commit with a conventional commit message\\ngit commit -m \\\"feat: add JWT-based user authentication\\n\\n- Add login/register endpoints\\n- Add User model with password hashing\\n- Add auth middleware for protected routes\\n- Add unit tests for auth flow\\\"\\n```\\n\\nCommit message format (Conventional Commits):\\n```\\ntype(scope): short description\\n\\nLonger explanation if needed. Wrap at 72 characters.\\n```\\n\\nTypes: `feat`, `fix`, `refactor`, `docs`, `test`, `ci`, `chore`, `perf`\\n\\n## 3. Pushing and Creating a PR\\n\\n### Push the Branch (same either way)\\n\\n```bash\\ngit push -u origin HEAD\\n```\\n\\nIf the remote is HTTPS and interactive username/password prompts fail in an agent/non-TTY environment, use a temporary `GIT_ASKPASS` helper instead of embedding tokens in the remote URL. Keep the token in an environment variable, never echo it, and remove the helper after push/verification:\\n\\n```bash\\n# Ensure the askpass child process can see the token.\\nexport GITHUB_TOKEN\\nASKPASS=$(mktemp)\\ncat > \\\"$ASKPASS\\\" <<'SH'\\n#!/bin/sh\\ncase \\\"$1\\\" in\\n *Username*) printf '%s\\\\n' x-access-token ;;\\n *Password*) printf '%s\\\\n' \\\"$GITHUB_TOKEN\\\" ;;\\n *) printf '\\\\n' ;;\\nesac\\nSH\\nchmod 700 \\\"$ASKPASS\\\"\\ntrap 'rm -f \\\"$ASKPASS\\\"' EXIT\\nGIT_ASKPASS=\\\"$ASKPASS\\\" GIT_TERMINAL_PROMPT=0 git push -u origin HEAD\\n\\n# Optional authenticated remote-hash verification for private repos.\\nBRANCH=$(git branch --show-current)\\nLOCAL=$(git rev-parse HEAD)\\nREMOTE=$(GIT_ASKPASS=\\\"$ASKPASS\\\" GIT_TERMINAL_PROMPT=0 git ls-remote origin \\\"refs/heads/$BRANCH\\\" | awk '{print $1}')\\ntest \\\"$LOCAL\\\" = \\\"$REMOTE\\\"\\n\\nrm -f \\\"$ASKPASS\\\"\\n```\\n\\nThe `export GITHUB_TOKEN` line is not cosmetic: `GIT_ASKPASS` executes as a child process, so a shell variable that is not exported will look empty and GitHub will reject the push as an invalid username/token even when token extraction succeeded.\\n\\nIf push succeeds through a temporary authenticated URL or helper but local `git status` still shows `ahead`, the tracking ref may simply be stale because later `ls-remote`/`fetch origin` was unauthenticated. Verify with an authenticated `git ls-remote` against the same branch, then update `refs/remotes/origin/` via an authenticated fetch. Treat push success and remote-hash equality as the source of truth; do not print token-bearing URLs or persist them as remotes.\\n\\nDo not set token-bearing remotes, print token values, or leave askpass scripts behind. Keep the temporary askpass file alive through every authenticated step, including `git ls-remote` remote-hash verification; deleting it immediately after `git push` makes the later verification fail even though the push succeeded. Prefer `trap 'rm -f \\\"$ASKPASS\\\"' EXIT` over early manual removal.\\n\\nWhen extracting a token from a local CSV/secret file for `GIT_ASKPASS`, select by token shape/prefix (`github_pat_` or `ghp_`) rather than by excluding strings that start with `github`. Fine-grained GitHub tokens intentionally start with `github_pat_`; skipping all `github*` values can silently pass an empty/wrong password and produce `Invalid username or token`. Inspect only row/column counts or token lengths/prefix classes, never the token value.\\n\\n**Important permission pitfall:** a token that can push via HTTPS is not guaranteed to have REST/GraphQL permission to create PRs. After push, verify local/remote hash equality first. If PR creation returns `403 Forbidden`, do not retry by printing or broadening token handling in chat; report the pushed branch and GitHub's `/pull/new/` URL so the user can create the PR manually or provide a token with the required repo/pull-request scope.\\n\\n### Create the PR\\n\\n**With gh:**\\n\\n```bash\\ngh pr create \\\\\\n --title \\\"feat: add JWT-based user authentication\\\" \\\\\\n --body \\\"## Summary\\n- Adds login and register API endpoints\\n- JWT token generation and validation\\n\\n## Test Plan\\n- [ ] Unit tests pass\\n\\nCloses #42\\\"\\n```\\n\\nOptions: `--draft`, `--reviewer user1,user2`, `--label \\\"enhancement\\\"`, `--base develop`\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n -H \\\"Accept: application/vnd.github.v3+json\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls \\\\\\n -d \\\"{\\n \\\\\\\"title\\\\\\\": \\\\\\\"feat: add JWT-based user authentication\\\\\\\",\\n \\\\\\\"body\\\\\\\": \\\\\\\"## Summary\\\\nAdds login and register API endpoints.\\\\n\\\\nCloses #42\\\\\\\",\\n \\\\\\\"head\\\\\\\": \\\\\\\"$BRANCH\\\\\\\",\\n \\\\\\\"base\\\\\\\": \\\\\\\"main\\\\\\\"\\n }\\\"\\n```\\n\\nThe response JSON includes the PR `number` — save it for later commands.\\n\\nTo create as a draft, add `\\\"draft\\\": true` to the JSON body.\\n\\n## 4. Monitoring CI Status\\n\\n### Check CI Status\\n\\n**With gh:**\\n\\n```bash\\n# One-shot check\\ngh pr checks\\n\\n# Watch until all checks finish (polls every 10s)\\ngh pr checks --watch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\n# Get the latest commit SHA on the current branch\\nSHA=$(git rev-parse HEAD)\\n\\n# Query the combined status\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nprint(f\\\\\\\"Overall: {data['state']}\\\\\\\")\\nfor s in data.get('statuses', []):\\n print(f\\\\\\\" {s['context']}: {s['state']} - {s.get('description', '')}\\\\\\\")\\\"\\n\\n# Also check GitHub Actions check runs (separate endpoint)\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/check-runs \\\\\\n | python3 -c \\\"\\nimport sys, json\\ndata = json.load(sys.stdin)\\nfor cr in data.get('check_runs', []):\\n print(f\\\\\\\" {cr['name']}: {cr['status']} / {cr['conclusion'] or 'pending'}\\\\\\\")\\\"\\n```\\n\\n### Poll Until Complete (git + curl)\\n\\n```bash\\n# Simple polling loop — check every 30 seconds, up to 10 minutes\\nSHA=$(git rev-parse HEAD)\\nfor i in $(seq 1 20); do\\n STATUS=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/commits/$SHA/status \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['state'])\\\")\\n echo \\\"Check $i: $STATUS\\\"\\n if [ \\\"$STATUS\\\" = \\\"success\\\" ] || [ \\\"$STATUS\\\" = \\\"failure\\\" ] || [ \\\"$STATUS\\\" = \\\"error\\\" ]; then\\n break\\n fi\\n sleep 30\\ndone\\n```\\n\\n## 5. Auto-Fixing CI Failures\\n\\nWhen CI fails, diagnose and fix. This loop works with either auth method.\\n\\n### Step 1: Get Failure Details\\n\\n**With gh:**\\n\\n```bash\\n# List recent workflow runs on this branch\\ngh run list --branch $(git branch --show-current) --limit 5\\n\\n# View failed logs\\ngh run view --log-failed\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nBRANCH=$(git branch --show-current)\\n\\n# List workflow runs on this branch\\ncurl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n \\\"https://api.github.com/repos/$OWNER/$REPO/actions/runs?branch=$BRANCH&per_page=5\\\" \\\\\\n | python3 -c \\\"\\nimport sys, json\\nruns = json.load(sys.stdin)['workflow_runs']\\nfor r in runs:\\n print(f\\\\\\\"Run {r['id']}: {r['name']} - {r['conclusion'] or r['status']}\\\\\\\")\\\"\\n\\n# Get failed job logs (download as zip, extract, read)\\nRUN_ID=\\ncurl -s -L \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/actions/runs/$RUN_ID/logs \\\\\\n -o /tmp/ci-logs.zip\\ncd /tmp && unzip -o ci-logs.zip -d ci-logs && cat ci-logs/*.txt\\n```\\n\\n### Step 2: Fix and Push\\n\\nAfter identifying the issue, use file tools (`patch`, `write_file`) to fix it:\\n\\n```bash\\ngit add \\ngit commit -m \\\"fix: resolve CI failure in \\\"\\ngit push\\n```\\n\\n### Step 3: Verify\\n\\nRe-check CI status using the commands from Section 4 above.\\n\\n### Auto-Fix Loop Pattern\\n\\nWhen asked to auto-fix CI, follow this loop:\\n\\n1. Check CI status → identify failures\\n2. Read failure logs → understand the error\\n3. Use `read_file` + `patch`/`write_file` → fix the code\\n4. `git add . && git commit -m \\\"fix: ...\\\" && git push`\\n5. Wait for CI → re-check status\\n6. Repeat if still failing (up to 3 attempts, then ask the user)\\n\\n## 6. Merging\\n\\n**With gh:**\\n\\n```bash\\n# Squash merge + delete branch (cleanest for feature branches)\\ngh pr merge --squash --delete-branch\\n\\n# Enable auto-merge (merges when all checks pass)\\ngh pr merge --auto --squash --delete-branch\\n```\\n\\n**With git + curl:**\\n\\n```bash\\nPR_NUMBER=\\n\\n# Merge the PR via API (squash)\\ncurl -s -X PUT \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER/merge \\\\\\n -d \\\"{\\n \\\\\\\"merge_method\\\\\\\": \\\\\\\"squash\\\\\\\",\\n \\\\\\\"commit_title\\\\\\\": \\\\\\\"feat: add user authentication (#$PR_NUMBER)\\\\\\\"\\n }\\\"\\n\\n# Delete the remote branch after merge\\nBRANCH=$(git branch --show-current)\\ngit push origin --delete $BRANCH\\n\\n# Switch back to main locally\\ngit checkout main && git pull origin main\\ngit branch -d $BRANCH\\n```\\n\\nMerge methods: `\\\"merge\\\"` (merge commit), `\\\"squash\\\"`, `\\\"rebase\\\"`\\n\\n### Enable Auto-Merge (curl)\\n\\n```bash\\n# Auto-merge requires the repo to have it enabled in settings.\\n# This uses the GraphQL API since REST doesn't support auto-merge.\\nPR_NODE_ID=$(curl -s \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/repos/$OWNER/$REPO/pulls/$PR_NUMBER \\\\\\n | python3 -c \\\"import sys,json; print(json.load(sys.stdin)['node_id'])\\\")\\n\\ncurl -s -X POST \\\\\\n -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\\\\n https://api.github.com/graphql \\\\\\n -d \\\"{\\\\\\\"query\\\\\\\": \\\\\\\"mutation { enablePullRequestAutoMerge(input: {pullRequestId: \\\\\\\\\\\\\\\"$PR_NODE_ID\\\\\\\\\\\\\\\", mergeMethod: SQUASH}) { clientMutationId } }\\\\\\\"}\\\"\\n```\\n\\n## 7. Complete Workflow Example\\n\\n```bash\\n# 1. Start from clean main\\ngit checkout main && git pull origin main\\n\\n# 2. Branch\\ngit checkout -b fix/login-redirect-bug\\n\\n# 3. (Agent makes code changes with file tools)\\n\\n# 4. Commit\\ngit add src/auth/login.py tests/test_login.py\\ngit commit -m \\\"fix: correct redirect URL after login\\n\\nPreserves the ?next= parameter instead of always redirecting to /dashboard.\\\"\\n\\n# 5. Push\\ngit push -u origin HEAD\\n\\n# 6. Create PR (picks gh or curl based on what's available)\\n# ... (see Section 3)\\n\\n# 7. Monitor CI (see Section 4)\\n\\n# 8. Merge when green (see Section 6)\\n```\\n\\n## Useful PR Commands Reference\\n\\n| Action | gh | git + curl |\\n|--------|-----|-----------|\\n| List my PRs | `gh pr list --author @me` | `curl -s -H \\\"Authorization: token $GITHUB_TOKEN\\\" \\\"https://api.github.com/repos/$OWNER/$REPO/pulls?state=open\\\"` |\\n| View PR diff | `gh pr diff` | `git diff main...HEAD` (local) or `curl -H \\\"Accept: application/vnd.github.diff\\\" ...` |\\n| Add comment | `gh pr comment N --body \\\"...\\\"` | `curl -X POST .../issues/N/comments -d '{\\\"body\\\":\\\"...\\\"}'` |\\n| Request review | `gh pr edit N --add-reviewer user` | `curl -X POST .../pulls/N/requested_reviewers -d '{\\\"reviewers\\\":[\\\"user\\\"]}'` |\\n| Close PR | `gh pr close N` | `curl -X PATCH .../pulls/N -d '{\\\"state\\\":\\\"closed\\\"}'` |\\n| Check out someone's PR | `gh pr checkout N` | `git fetch origin pull/N/head:pr-N && git checkout pr-N` |\\n\", \"path\": \"github/github-pr-workflow/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/github/github-pr-workflow\", \"linked_files\": {\"references\": [\"references/private-repo-token-push-pr.md\", \"references/conventional-commits.md\", \"references/ci-troubleshooting.md\"], \"templates\": [\"templates/pr-body-bugfix.md\", \"templates/pr-body-feature.md\"]}, \"usage_hint\": \"To view linked files, call skill_view(name, file_path) where file_path is e.g. 'references/api.md' or 'assets/config.yaml'\", \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"GitHub\", \"Pull-Requests\", \"CI/CD\", \"Git\", \"Automation\", \"Merge\"], \"related_skills\": [\"github-auth\", \"github-code-review\"]}}}", "tool_call_id": "call_gWo2wbkTNtFBIZGUJRf8ezL2" }, { "role": "tool", "content": "{\"success\": true, \"name\": \"test-driven-development\", \"description\": \"TDD: enforce RED-GREEN-REFACTOR, tests before code.\", \"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: test-driven-development\\ndescription: \\\"TDD: enforce RED-GREEN-REFACTOR, tests before code.\\\"\\nversion: 1.1.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nplatforms: [linux, macos, windows]\\nmetadata:\\n hermes:\\n tags: [testing, tdd, development, quality, red-green-refactor]\\n related_skills: [systematic-debugging, writing-plans, subagent-driven-development]\\n---\\n\\n# Test-Driven Development (TDD)\\n\\n## Overview\\n\\nWrite the test first. Watch it fail. Write minimal code to pass.\\n\\n**Core principle:** If you didn't watch the test fail, you don't know if it tests the right thing.\\n\\n**Violating the letter of the rules is violating the spirit of the rules.**\\n\\n## When to Use\\n\\n**Always:**\\n- New features\\n- Bug fixes\\n- Refactoring\\n- Behavior changes\\n\\n**Exceptions (ask the user first):**\\n- Throwaway prototypes\\n- Generated code\\n- Configuration files\\n\\nThinking \\\"skip TDD just this once\\\"? Stop. That's rationalization.\\n\\n## The Iron Law\\n\\n```\\nNO PRODUCTION CODE WITHOUT A FAILING TEST FIRST\\n```\\n\\nWrite code before the test? Delete it. Start over.\\n\\n**No exceptions:**\\n- Don't keep it as \\\"reference\\\"\\n- Don't \\\"adapt\\\" it while writing tests\\n- Don't look at it\\n- Delete means delete\\n\\nImplement fresh from tests. Period.\\n\\n## Red-Green-Refactor Cycle\\n\\n### RED — Write Failing Test\\n\\nWrite one minimal test showing what should happen.\\n\\n**Good test:**\\n```python\\ndef test_retries_failed_operations_3_times():\\n attempts = 0\\n def operation():\\n nonlocal attempts\\n attempts += 1\\n if attempts < 3:\\n raise Exception('fail')\\n return 'success'\\n\\n result = retry_operation(operation)\\n\\n assert result == 'success'\\n assert attempts == 3\\n```\\nClear name, tests real behavior, one thing.\\n\\n**Bad test:**\\n```python\\ndef test_retry_works():\\n mock = MagicMock()\\n mock.side_effect = [Exception(), Exception(), 'success']\\n result = retry_operation(mock)\\n assert result == 'success' # What about retry count? Timing?\\n```\\nVague name, tests mock not real code.\\n\\n**Requirements:**\\n- One behavior per test\\n- Clear descriptive name (\\\"and\\\" in name? Split it)\\n- Real code, not mocks (unless truly unavoidable)\\n- Name describes behavior, not implementation\\n\\n### Verify RED — Watch It Fail\\n\\n**MANDATORY. Never skip.**\\n\\n```bash\\n# Use terminal tool to run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n```\\n\\nConfirm:\\n- Test fails (not errors from typos)\\n- Failure message is expected\\n- Fails because the feature is missing\\n\\n**Test passes immediately?** You're testing existing behavior. Fix the test.\\n\\n**Test errors?** Fix the error, re-run until it fails correctly.\\n\\n### GREEN — Minimal Code\\n\\nWrite the simplest code to pass the test. Nothing more.\\n\\n**Good:**\\n```python\\ndef add(a, b):\\n return a + b # Nothing extra\\n```\\n\\n**Bad:**\\n```python\\ndef add(a, b):\\n result = a + b\\n logging.info(f\\\"Adding {a} + {b} = {result}\\\") # Extra!\\n return result\\n```\\n\\nDon't add features, refactor other code, or \\\"improve\\\" beyond the test.\\n\\n**Cheating is OK in GREEN:**\\n- Hardcode return values\\n- Copy-paste\\n- Duplicate code\\n- Skip edge cases\\n\\nWe'll fix it in REFACTOR.\\n\\n### Verify GREEN — Watch It Pass\\n\\n**MANDATORY.**\\n\\n```bash\\n# Run the specific test\\npytest tests/test_feature.py::test_specific_behavior -v\\n\\n# Then run ALL tests to check for regressions\\npytest tests/ -q\\n```\\n\\nConfirm:\\n- Test passes\\n- Other tests still pass\\n- Output pristine (no errors, warnings)\\n\\n**Test fails?** Fix the code, not the test.\\n\\n**Other tests fail?** Fix regressions now.\\n\\n### REFACTOR — Clean Up\\n\\nAfter green only:\\n- Remove duplication\\n- Improve names\\n- Extract helpers\\n- Simplify expressions\\n\\nKeep tests green throughout. Don't add behavior.\\n\\n**If tests fail during refactor:** Undo immediately. Take smaller steps.\\n\\n### Repeat\\n\\nNext failing test for next behavior. One cycle at a time.\\n\\n## Why Order Matters\\n\\n**\\\"I'll write tests after to verify it works\\\"**\\n\\nTests written after code pass immediately. Passing immediately proves nothing:\\n- Might test the wrong thing\\n- Might test implementation, not behavior\\n- Might miss edge cases you forgot\\n- You never saw it catch the bug\\n\\nTest-first forces you to see the test fail, proving it actually tests something.\\n\\n**\\\"I already manually tested all the edge cases\\\"**\\n\\nManual testing is ad-hoc. You think you tested everything but:\\n- No record of what you tested\\n- Can't re-run when code changes\\n- Easy to forget cases under pressure\\n- \\\"It worked when I tried it\\\" ≠ comprehensive\\n\\nAutomated tests are systematic. They run the same way every time.\\n\\n**\\\"Deleting X hours of work is wasteful\\\"**\\n\\nSunk cost fallacy. The time is already gone. Your choice now:\\n- Delete and rewrite with TDD (high confidence)\\n- Keep it and add tests after (low confidence, likely bugs)\\n\\nThe \\\"waste\\\" is keeping code you can't trust.\\n\\n**\\\"TDD is dogmatic, being pragmatic means adapting\\\"**\\n\\nTDD IS pragmatic:\\n- Finds bugs before commit (faster than debugging after)\\n- Prevents regressions (tests catch breaks immediately)\\n- Documents behavior (tests show how to use code)\\n- Enables refactoring (change freely, tests catch breaks)\\n\\n\\\"Pragmatic\\\" shortcuts = debugging in production = slower.\\n\\n**\\\"Tests after achieve the same goals — it's spirit not ritual\\\"**\\n\\nNo. Tests-after answer \\\"What does this do?\\\" Tests-first answer \\\"What should this do?\\\"\\n\\nTests-after are biased by your implementation. You test what you built, not what's required. Tests-first force edge case discovery before implementing.\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Too simple to test\\\" | Simple code breaks. Test takes 30 seconds. |\\n| \\\"I'll test after\\\" | Tests passing immediately prove nothing. |\\n| \\\"Tests after achieve same goals\\\" | Tests-after = \\\"what does this do?\\\" Tests-first = \\\"what should this do?\\\" |\\n| \\\"Already manually tested\\\" | Ad-hoc ≠ systematic. No record, can't re-run. |\\n| \\\"Deleting X hours is wasteful\\\" | Sunk cost fallacy. Keeping unverified code is technical debt. |\\n| \\\"Keep as reference, write tests first\\\" | You'll adapt it. That's testing after. Delete means delete. |\\n| \\\"Need to explore first\\\" | Fine. Throw away exploration, start with TDD. |\\n| \\\"Test hard = design unclear\\\" | Listen to the test. Hard to test = hard to use. |\\n| \\\"TDD will slow me down\\\" | TDD faster than debugging. Pragmatic = test-first. |\\n| \\\"Manual test faster\\\" | Manual doesn't prove edge cases. You'll re-test every change. |\\n| \\\"Existing code has no tests\\\" | You're improving it. Add tests for the code you touch. |\\n\\n## Red Flags — STOP and Start Over\\n\\nIf you catch yourself doing any of these, delete the code and restart with TDD:\\n\\n- Code before test\\n- Test after implementation\\n- Test passes immediately on first run\\n- Can't explain why test failed\\n- Tests added \\\"later\\\"\\n- Rationalizing \\\"just this once\\\"\\n- \\\"I already manually tested it\\\"\\n- \\\"Tests after achieve the same purpose\\\"\\n- \\\"Keep as reference\\\" or \\\"adapt existing code\\\"\\n- \\\"Already spent X hours, deleting is wasteful\\\"\\n- \\\"TDD is dogmatic, I'm being pragmatic\\\"\\n- \\\"This is different because...\\\"\\n\\n**All of these mean: Delete code. Start over with TDD.**\\n\\n## Verification Checklist\\n\\nBefore marking work complete:\\n\\n- [ ] Every new function/method has a test\\n- [ ] Watched each test fail before implementing\\n- [ ] Each test failed for expected reason (feature missing, not typo)\\n- [ ] Wrote minimal code to pass each test\\n- [ ] All tests pass\\n- [ ] Output pristine (no errors, warnings)\\n- [ ] Tests use real code (mocks only if unavoidable)\\n- [ ] Edge cases and errors covered\\n\\nCan't check all boxes? You skipped TDD. Start over.\\n\\n## When Stuck\\n\\n| Problem | Solution |\\n|---------|----------|\\n| Don't know how to test | Write the wished-for API. Write the assertion first. Ask the user. |\\n| Test too complicated | Design too complicated. Simplify the interface. |\\n| Must mock everything | Code too coupled. Use dependency injection. |\\n| Test setup huge | Extract helpers. Still complex? Simplify the design. |\\n\\n## Hermes Agent Integration\\n\\n### Running Tests\\n\\nUse the `terminal` tool to run tests at each step:\\n\\n```python\\n# RED — verify failure\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# GREEN — verify pass\\nterminal(\\\"pytest tests/test_feature.py::test_name -v\\\")\\n\\n# Full suite — verify no regressions\\nterminal(\\\"pytest tests/ -q\\\")\\n```\\n\\n### With delegate_task\\n\\nWhen dispatching subagents for implementation, enforce TDD in the goal:\\n\\n```python\\ndelegate_task(\\n goal=\\\"Implement [feature] using strict TDD\\\",\\n context=\\\"\\\"\\\"\\n Follow test-driven-development skill:\\n 1. Write failing test FIRST\\n 2. Run test to verify it fails\\n 3. Write minimal code to pass\\n 4. Run test to verify it passes\\n 5. Refactor if needed\\n 6. Commit\\n\\n Project test command: pytest tests/ -q\\n Project structure: [describe relevant files]\\n \\\"\\\"\\\",\\n toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With systematic-debugging\\n\\nBug found? Write failing test reproducing it. Follow TDD cycle. The test proves the fix and prevents regression.\\n\\nNever fix bugs without a test.\\n\\n## Testing Anti-Patterns\\n\\n- **Testing mock behavior instead of real behavior** — mocks should verify interactions, not replace the system under test\\n- **Testing implementation details** — test behavior/results, not internal method calls\\n- **Happy path only** — always test edge cases, errors, and boundaries\\n- **Brittle tests** — tests should verify behavior, not structure; refactoring shouldn't break them\\n\\n## Final Rule\\n\\n```\\nProduction code → test exists and failed first\\nOtherwise → not TDD\\n```\\n\\nNo exceptions without the user's explicit permission.\\n\", \"path\": \"software-development/test-driven-development/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/test-driven-development\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"testing\", \"tdd\", \"development\", \"quality\", \"red-green-refactor\"], \"related_skills\": [\"systematic-debugging\", \"writing-plans\", \"subagent-driven-development\"]}}}", "tool_call_id": "call_9JBzUHahOxKAqVxDxRBRGPr8" }, { "role": "tool", "content": "{\"success\": true, \"name\": \"systematic-debugging\", \"description\": \"4-phase root cause debugging: understand bugs before fixing.\", \"tags\": [\"debugging\", \"troubleshooting\", \"problem-solving\", \"root-cause\", \"investigation\"], \"related_skills\": [\"test-driven-development\", \"writing-plans\", \"subagent-driven-development\"], \"content\": \"---\\nname: systematic-debugging\\ndescription: \\\"4-phase root cause debugging: understand bugs before fixing.\\\"\\nversion: 1.2.0\\nauthor: Hermes Agent (adapted from obra/superpowers)\\nlicense: MIT\\nmetadata:\\n hermes:\\n tags: [debugging, troubleshooting, problem-solving, root-cause, investigation]\\n related_skills: [test-driven-development, writing-plans, subagent-driven-development]\\n---\\n\\n# Systematic Debugging\\n\\n## Overview\\n\\nRandom fixes waste time and create new bugs. Quick patches mask underlying issues.\\n\\n**Core principle:** ALWAYS find root cause before attempting fixes. Symptom fixes are failure.\\n\\n**Violating the letter of this process is violating the spirit of debugging.**\\n\\n## The Iron Law\\n\\n```\\nNO FIXES WITHOUT ROOT CAUSE INVESTIGATION FIRST\\n```\\n\\nIf you haven't completed Phase 1, you cannot propose fixes.\\n\\n## When to Use\\n\\nUse for ANY technical issue:\\n- Test failures\\n- Bugs in production\\n- Unexpected behavior\\n- Performance problems\\n- Build failures\\n- Integration issues\\n\\n**Use this ESPECIALLY when:**\\n- Under time pressure (emergencies make guessing tempting)\\n- \\\"Just one quick fix\\\" seems obvious\\n- You've already tried multiple fixes\\n- Previous fix didn't work\\n- You don't fully understand the issue\\n\\n**Don't skip when:**\\n- Issue seems simple (simple bugs have root causes too)\\n- You're in a hurry (rushing guarantees rework)\\n- Someone wants it fixed NOW (systematic is faster than thrashing)\\n\\n## The Four Phases\\n\\nYou MUST complete each phase before proceeding to the next.\\n\\n---\\n\\n## Phase 1: Root Cause Investigation\\n\\n**BEFORE attempting ANY fix:**\\n\\n### 1. Read Error Messages Carefully\\n\\n- Don't skip past errors or warnings\\n- They often contain the exact solution\\n- Read stack traces completely\\n- Note line numbers, file paths, error codes\\n\\n**Action:** Use `read_file` on the relevant source files. Use `search_files` to find the error string in the codebase.\\n\\n### 2. Reproduce Consistently\\n\\n- Can you trigger it reliably?\\n- What are the exact steps?\\n- Does it happen every time?\\n- If not reproducible → gather more data, don't guess\\n\\n**Action:** Use the `terminal` tool to run the failing test or trigger the bug:\\n\\n```bash\\n# Run specific failing test\\npytest tests/test_module.py::test_name -v\\n\\n# Run with verbose output\\npytest tests/test_module.py -v --tb=long\\n```\\n\\n### 3. Check Recent Changes\\n\\n- What changed that could cause this?\\n- Git diff, recent commits\\n- New dependencies, config changes\\n\\n**Action:**\\n\\n```bash\\n# Recent commits\\ngit log --oneline -10\\n\\n# Uncommitted changes\\ngit diff\\n\\n# Changes in specific file\\ngit log -p --follow src/problematic_file.py | head -100\\n```\\n\\n### 4. Gather Evidence in Multi-Component Systems\\n\\n**WHEN system has multiple components (API → service → database, CI → build → deploy):**\\n\\n**BEFORE proposing fixes, add diagnostic instrumentation:**\\n\\nFor EACH component boundary:\\n- Log what data enters the component\\n- Log what data exits the component\\n- Verify environment/config propagation\\n- Check state at each layer\\n\\nRun once to gather evidence showing WHERE it breaks.\\nTHEN analyze evidence to identify the failing component.\\nTHEN investigate that specific component.\\n\\n### 5. Trace Data Flow\\n\\n**WHEN error is deep in the call stack:**\\n\\n- Where does the bad value originate?\\n- What called this function with the bad value?\\n- Keep tracing upstream until you find the source\\n- Fix at the source, not at the symptom\\n\\n**Action:** Use `search_files` to trace references:\\n\\n```python\\n# Find where the function is called\\nsearch_files(\\\"function_name(\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n\\n# Find where the variable is set\\nsearch_files(\\\"variable_name\\\\\\\\s*=\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n```\\n\\n### Phase 1 Completion Checklist\\n\\n- [ ] Error messages fully read and understood\\n- [ ] Issue reproduced consistently\\n- [ ] Recent changes identified and reviewed\\n- [ ] Evidence gathered (logs, state, data flow)\\n- [ ] Problem isolated to specific component/code\\n- [ ] Root cause hypothesis formed\\n\\n**STOP:** Do not proceed to Phase 2 until you understand WHY it's happening.\\n\\n---\\n\\n## Phase 2: Pattern Analysis\\n\\n**Find the pattern before fixing:**\\n\\n### 1. Find Working Examples\\n\\n- Locate similar working code in the same codebase\\n- What works that's similar to what's broken?\\n\\n**Action:** Use `search_files` to find comparable patterns:\\n\\n```python\\nsearch_files(\\\"similar_pattern\\\", path=\\\"src/\\\", file_glob=\\\"*.py\\\")\\n```\\n\\n### 2. Compare Against References\\n\\n- If implementing a pattern, read the reference implementation COMPLETELY\\n- Don't skim — read every line\\n- Understand the pattern fully before applying\\n\\n### 3. Identify Differences\\n\\n- What's different between working and broken?\\n- List every difference, however small\\n- Don't assume \\\"that can't matter\\\"\\n\\n### 4. Understand Dependencies\\n\\n- What other components does this need?\\n- What settings, config, environment?\\n- What assumptions does it make?\\n\\n---\\n\\n## Phase 3: Hypothesis and Testing\\n\\n**Scientific method:**\\n\\n### 1. Form a Single Hypothesis\\n\\n- State clearly: \\\"I think X is the root cause because Y\\\"\\n- Write it down\\n- Be specific, not vague\\n\\n### 2. Test Minimally\\n\\n- Make the SMALLEST possible change to test the hypothesis\\n- One variable at a time\\n- Don't fix multiple things at once\\n\\n### 3. Verify Before Continuing\\n\\n- Did it work? → Phase 4\\n- Didn't work? → Form NEW hypothesis\\n- DON'T add more fixes on top\\n\\n### 4. When You Don't Know\\n\\n- Say \\\"I don't understand X\\\"\\n- Don't pretend to know\\n- Ask the user for help\\n- Research more\\n\\n---\\n\\n## Phase 4: Implementation\\n\\n**Fix the root cause, not the symptom:**\\n\\n### 1. Create Failing Test Case\\n\\n- Simplest possible reproduction\\n- Automated test if possible\\n- MUST have before fixing\\n- Use the `test-driven-development` skill\\n\\n### 2. Implement Single Fix\\n\\n- Address the root cause identified\\n- ONE change at a time\\n- No \\\"while I'm here\\\" improvements\\n- No bundled refactoring\\n\\n### 3. Verify Fix\\n\\n```bash\\n# Run the specific regression test\\npytest tests/test_module.py::test_regression -v\\n\\n# Run full suite — no regressions\\npytest tests/ -q\\n```\\n\\n### 4. If Fix Doesn't Work — The Rule of Three\\n\\n- **STOP.**\\n- Count: How many fixes have you tried?\\n- If < 3: Return to Phase 1, re-analyze with new information\\n- **If ≥ 3: STOP and question the architecture (step 5 below)**\\n- DON'T attempt Fix #4 without architectural discussion\\n\\n### 5. If 3+ Fixes Failed: Question Architecture\\n\\n**Pattern indicating an architectural problem:**\\n- Each fix reveals new shared state/coupling in a different place\\n- Fixes require \\\"massive refactoring\\\" to implement\\n- Each fix creates new symptoms elsewhere\\n\\n**STOP and question fundamentals:**\\n- Is this pattern fundamentally sound?\\n- Are we \\\"sticking with it through sheer inertia\\\"?\\n- Should we refactor the architecture vs. continue fixing symptoms?\\n\\n**Discuss with the user before attempting more fixes.**\\n\\nThis is NOT a failed hypothesis — this is a wrong architecture.\\n\\n---\\n\\n## Red Flags — STOP and Follow Process\\n\\nIf you catch yourself thinking:\\n- \\\"Quick fix for now, investigate later\\\"\\n- \\\"Just try changing X and see if it works\\\"\\n- \\\"Add multiple changes, run tests\\\"\\n- \\\"Skip the test, I'll manually verify\\\"\\n- \\\"It's probably X, let me fix that\\\"\\n- \\\"I don't fully understand but this might work\\\"\\n- \\\"Pattern says X but I'll adapt it differently\\\"\\n- \\\"Here are the main problems: [lists fixes without investigation]\\\"\\n- Proposing solutions before tracing data flow\\n- **\\\"One more fix attempt\\\" (when already tried 2+)**\\n- **Each fix reveals a new problem in a different place**\\n\\n**ALL of these mean: STOP. Return to Phase 1.**\\n\\n**If 3+ fixes failed:** Question the architecture (Phase 4 step 5).\\n\\n## Common Rationalizations\\n\\n| Excuse | Reality |\\n|--------|---------|\\n| \\\"Issue is simple, don't need process\\\" | Simple issues have root causes too. Process is fast for simple bugs. |\\n| \\\"Emergency, no time for process\\\" | Systematic debugging is FASTER than guess-and-check thrashing. |\\n| \\\"Just try this first, then investigate\\\" | First fix sets the pattern. Do it right from the start. |\\n| \\\"I'll write test after confirming fix works\\\" | Untested fixes don't stick. Test first proves it. |\\n| \\\"Multiple fixes at once saves time\\\" | Can't isolate what worked. Causes new bugs. |\\n| \\\"Reference too long, I'll adapt the pattern\\\" | Partial understanding guarantees bugs. Read it completely. |\\n| \\\"I see the problem, let me fix it\\\" | Seeing symptoms ≠ understanding root cause. |\\n| \\\"One more fix attempt\\\" (after 2+ failures) | 3+ failures = architectural problem. Question the pattern, don't fix again. |\\n\\n## Quick Reference\\n\\n| Phase | Key Activities | Success Criteria |\\n|-------|---------------|------------------|\\n| **1. Root Cause** | Read errors, reproduce, check changes, gather evidence, trace data flow | Understand WHAT and WHY |\\n| **2. Pattern** | Find working examples, compare, identify differences | Know what's different |\\n| **3. Hypothesis** | Form theory, test minimally, one variable at a time | Confirmed or new hypothesis |\\n| **4. Implementation** | Create regression test, fix root cause, verify | Bug resolved, all tests pass |\\n\\n## Hermes Agent Integration\\n\\n### Investigation Tools\\n\\nUse these Hermes tools during Phase 1:\\n\\n- **`search_files`** — Find error strings, trace function calls, locate patterns\\n- **`read_file`** — Read source code with line numbers for precise analysis\\n- **`terminal`** — Run tests, check git history, reproduce bugs\\n- **`web_search`/`web_extract`** — Research error messages, library docs\\n\\n### With delegate_task\\n\\nFor complex multi-component debugging, dispatch investigation subagents:\\n\\n```python\\ndelegate_task(\\n goal=\\\"Investigate why [specific test/behavior] fails\\\",\\n context=\\\"\\\"\\\"\\n Follow systematic-debugging skill:\\n 1. Read the error message carefully\\n 2. Reproduce the issue\\n 3. Trace the data flow to find root cause\\n 4. Report findings — do NOT fix yet\\n\\n Error: [paste full error]\\n File: [path to failing code]\\n Test command: [exact command]\\n \\\"\\\"\\\",\\n toolsets=['terminal', 'file']\\n)\\n```\\n\\n### With test-driven-development\\n\\nWhen fixing bugs:\\n1. Write a test that reproduces the bug (RED)\\n2. Debug systematically to find root cause\\n3. Fix the root cause (GREEN)\\n4. The test proves the fix and prevents regression\\n\\n## Real-World Impact\\n\\nFrom debugging sessions:\\n- Systematic approach: 15-30 minutes to fix\\n- Random fixes approach: 2-3 hours of thrashing\\n- First-time fix rate: 95% vs 40%\\n- New bugs introduced: Near zero vs common\\n\\n**No shortcuts. No guessing. Systematic always wins.**\\n\\n## Advanced Pitfalls\\n\\n### Variable Shadowing\\n\\nIf you import `text` from SQLAlchemy (`from sqlalchemy import text`) and then assign to a local variable named `text`, it shadows the import. This causes `UnboundLocalError` or silent misbehavior.\\n\\n**Rule:** Never use imported names as local variable names. Use descriptive alternatives: `pdf_text`, `page_text`, `ocr_text`, `query_result`, etc.\\n\\n**Detection:** After any `import`, scan the function body for variables with the same name.\\n\\n### CHECK Constraint Failures\\n\\nSQLite CHECK constraints can fail silently in ORM layers. An INSERT may raise `IntegrityError` but the actual constraint definition is hidden.\\n\\n**Debug:** Always inspect the schema:\\n```sql\\nPRAGMA table_info(table_name);\\nSELECT sql FROM sqlite_master WHERE type='table' AND name='table_name';\\n```\\n\\n### Daemon Process Management\\n\\nLong-running daemons (watchdog, monitoring services) may not restart cleanly with `systemctl` if root permissions are unavailable.\\n\\n**Pattern:** Use wrapper scripts with PID file management:\\n```bash\\nkill $(cat pidfile) 2>/dev/null\\nnohup python3.12 script.py > log 2>&1 &\\necho $! > pidfile\\n```\", \"path\": \"software-development/systematic-debugging/SKILL.md\", \"skill_dir\": \"/home/agent/.hermes/skills/software-development/systematic-debugging\", \"linked_files\": null, \"usage_hint\": null, \"required_environment_variables\": [], \"required_commands\": [], \"missing_required_environment_variables\": [], \"missing_credential_files\": [], \"missing_required_commands\": [], \"setup_needed\": false, \"setup_skipped\": false, \"readiness_status\": \"available\", \"metadata\": {\"hermes\": {\"tags\": [\"debugging\", \"troubleshooting\", \"problem-solving\", \"root-cause\", \"investigation\"], \"related_skills\": [\"test-driven-development\", \"writing-plans\", \"subagent-driven-development\"]}}}", "tool_call_id": "call_d9nDY0zbUnciUAZVqpIkjM0V" }, { "role": "assistant", "content": "", "tool_calls": [ { "id": "call_OVzx52364E96tUIDZxI4GboB", "call_id": "call_OVzx52364E96tUIDZxI4GboB", "response_item_id": "fc_0f0fe6fd938faa58016a0c142cf08481918972d7ee6d2e270b", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"git status --short --branch && git remote -v\",\"workdir\":\"/home/agent/.hermes/hermes-agent\",\"timeout\":60}" } }, { "id": "call_pcrIfpt62eKvvczdae8vwPcF", "call_id": "call_pcrIfpt62eKvvczdae8vwPcF", "response_item_id": "fc_0f0fe6fd938faa58016a0c142cf09881918339144e72d038d4", "type": "function", "function": { "name": "search_files", "arguments": "{\"pattern\":\"*Finance*\",\"target\":\"files\",\"path\":\"/home/agent\",\"limit\":50}" } }, { "id": "call_BvRkAV65BTUYSMTS4hr3RmKe", "call_id": "call_BvRkAV65BTUYSMTS4hr3RmKe", "response_item_id": "fc_0f0fe6fd938faa58016a0c142cf0a081918bc3aa18ce61dadb", "type": "function", "function": { "name": "search_files", "arguments": "{\"pattern\":\"Budget Planning\",\"target\":\"content\",\"path\":\"/home/agent\",\"limit\":50,\"output_mode\":\"files_only\"}" } } ], "finish_reason": "tool_calls", "reasoning": "**Locating the codebase**\n\nI need to find the correct codebase, and I'm thinking that my current working directory may not actually be the finance repository. I should take some time to locate it properly. It’s important to double-check where I’m working to avoid any confusion later on. Let's get this sorted out. I’ll look for the right files to make sure everything is in order.", "reasoning_content": "**Locating the codebase**\n\nI need to find the correct codebase, and I'm thinking that my current working directory may not actually be the finance repository. I should take some time to locate it properly. It’s important to double-check where I’m working to avoid any confusion later on. Let's get this sorted out. I’ll look for the right files to make sure everything is in order.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDBQsv5FAVBIrKeHf-imAD0Zh6CVMrwH8p8rSfYmr9GEv1QlipdNMwSNrlc96smtKD45hye2nNKPH29Nl95FAXpg1HYdYrJDKKtuCOX4OYsmSJZBJgCfwgujGPt-i2VG2zLTIdky3-oKolXKHoVCLfW7poXpFbcXLJNbaqainuceGiKmsp-gzqt8fqjdhvu75zTHSSvb42KHSOAFZfItdIkPwnXkFNpGa133zn2uSZi6uWfwJTeoapCbOdO4Cl_9safuXDJYtdu_uctYmxZZGJCtSsMlTVwADds8o7tUqhazBNI_rYetv0tB44t2h5MNLAFv00rrhpupbtYIPEZx-01Hodhz-WBG9obVFJN7xlEWO4TTUlRxMt0GCsWv8rXNzsE4v7UHw6UrK_Axp9KQNeaFhrCkIs-rzQ-eJ-Icphg8LRE441CnwPEHQsR_bIQJn-BVFqm3m9S4_JBZE5L8TuVpEaragmvt36jzelgaAQKdZIH_53_WmazGc22o2CZR3LYivIB2VqKX_XiT61GEU_JOSX3F7WLOVs77OvEjnGvuNgSsyjLoKaAKhIUp0ViBlD6appFexnTgaZPyLaDuB2OfulRVAv3hEhhH5LeTaAMXzhZUDkP9zdQQVi_AG94ybqSEpcHxRuKLSP5kgIJIHsDLe11Xr2ZKJWguLokh3MgRhfYjRt9A2n3WUhdRerNdlQF-nKdE3kzc0Y54uX04p1va7uDMXURJITyhpQKDkpl9DS3GqKXeCOwGhoYKtQuY403Mj6VHhEW8soqakkS6U0tVz2LeeZwDVbioJtwudFjdcspQNS_sSC8li8UV2OE0Bg7GlivA73q3G5ZZbjMrgiXFG69TsDvlUCL9r4rG9JT2Yyf8UkRqOrgoES1hzWGDkVEJjKPP42N6AJRs2yf3NuByVVuwZE_lo5McPQR8ZNLwteSNPREKM0gdXaMfK_qBosHPPAJdB7iM7GF2eFhhxmIwDJUbAz6_dg85qeT02rZgGF6Ylc3To6XCtPyON3-1FBt2u", "id": "rs_0f0fe6fd938faa58016a0c142a26448191a06832985a61c261", "summary": [ { "type": "summary_text", "text": "**Locating the codebase**\n\nI need to find the correct codebase, and I'm thinking that my current working directory may not actually be the finance repository. I should take some time to locate it properly. It’s important to double-check where I’m working to avoid any confusion later on. Let's get this sorted out. I’ll look for the right files to make sure everything is in order." } ] } ] }, { "role": "tool", "content": "{\"output\": \"## main...origin/main\\norigin\\thttps://github.com/NousResearch/hermes-agent.git (fetch)\\norigin\\thttps://github.com/NousResearch/hermes-agent.git (push)\", \"exit_code\": 0, \"error\": null}\n\n[Subdirectory context discovered: .hermes/hermes-agent/AGENTS.md]\n# Hermes Agent - Development Guide\n\nInstructions for AI coding assistants and developers working on the hermes-agent codebase.\n\n## Development Environment\n\n```bash\n# Prefer .venv; fall back to venv if that's what your checkout has.\nsource .venv/bin/activate # or: source venv/bin/activate\n```\n\n`scripts/run_tests.sh` probes `.venv` first, then `venv`, then\n`$HOME/.hermes/hermes-agent/venv` (for worktrees that share a venv with the\nmain checkout).\n\n## Project Structure\n\nFile counts shift constantly — don't treat the tree below as exhaustive.\nThe canonical source is the filesystem. The notes call out the load-bearing\nentry points you'll actually edit.\n\n```\nhermes-agent/\n├── run_agent.py # AIAgent class — core conversation loop (~12k LOC)\n├── model_tools.py # Tool orchestration, discover_builtin_tools(), handle_function_call()\n├── toolsets.py # Toolset definitions, _HERMES_CORE_TOOLS list\n├── cli.py # HermesCLI class — interactive CLI orchestrator (~11k LOC)\n├── hermes_state.py # SessionDB — SQLite session store (FTS5 search)\n├── hermes_constants.py # get_hermes_home(), display_hermes_home() — profile-aware paths\n├── hermes_logging.py # setup_logging() — agent.log / errors.log / gateway.log (profile-aware)\n├── batch_runner.py # Parallel batch processing\n├── agent/ # Agent internals (provider adapters, memory, caching, compression, etc.)\n├── hermes_cli/ # CLI subcommands, setup wizard, plugins loader, skin engine\n├── tools/ # Tool implementations — auto-discovered via tools/registry.py\n│ └── environments/ # Terminal backends (local, docker, ssh, modal, daytona, singularity)\n├── gateway/ # Messaging gateway — run.py + session.py + platforms/\n│ ├── platforms/ # Adapter per platform (telegram, discord, slack, whatsapp,\n│ │ # homeassistant, signal, matrix, mattermost, email, sms,\n│ │ # dingtalk, wecom, weixin, feishu, qqbot, bluebubbles,\n│ │ # yuanbao, webhook, api_server, ...). See ADDING_A_PLATFORM.md.\n│ └── builtin_hooks/ # Extension point for always-registered gateway hooks (none shipped)\n├── plugins/ # Plugin system (see \"Plugins\" section below)\n│ ├── memory/ # Memory-provider plugins (honcho, mem0, supermemory, ...)\n│ ├── context_engine/ # Context-engine plugins\n│ ├── model-providers/ # Inference backend plugins (openrouter, anthropic, gmi, ...)\n│ ├── kanban/ # Multi-agent board dispatcher + worker plugin\n│ ├── hermes-achievements/ # Gamified achievement tracking\n│ ├── observability/ # Metrics / traces / logs plugin\n│ ├── image_gen/ # Image-generation providers\n│ └── / # disk-cleanup, example-dashboard, google_meet, platforms,\n│ # spotify, strike-freedom-cockpit, ...\n├── optional-skills/ # Heavier/niche skills shipped but NOT active by default\n├── skills/ # Built-in skills bundled with the repo\n├── ui-tui/ # Ink (React) terminal UI — `hermes --tui`\n│ └── src/ # entry.tsx, app.tsx, gatewayClient.ts + app/components/hooks/lib\n├── tui_gateway/ # Python JSON-RPC backend for the TUI\n├── acp_adapter/ # ACP server (VS Code / Zed / JetBrains integration)\n├── cron/ # Scheduler — jobs.py, scheduler.py\n├── scripts/ # run_tests.sh, release.py, auxiliary scripts\n├── website/ # Docusaurus docs site\n└── tests/ # Pytest suite (~17k tests across ~900 files as of May 2026)\n```\n\n**User config:** `~/.hermes/config.yaml` (settings), `~/.hermes/.env` (API keys only).\n**Logs:** `~/.hermes/logs/` — `agent.log` (INFO+), `errors.log` (WARNING+),\n`gateway.log` when running the gateway. Profile-aware via `get_hermes_home()`.\nBrowse with `hermes logs [--follow] [--level ...] [--session ...]`.\n\n## File Dependency Chain\n\n```\ntools/registry.py (no deps — imported by all tool files)\n ↑\ntools/*.py (each calls registry.register() at import time)\n ↑\nmodel_tools.py (imports tools/registry + triggers tool discovery)\n ↑\nrun_agent.py, cli.py, batch_runner.py, environments/\n```\n\n---\n\n## AIAgent Class (run_agent.py)\n\nThe real `AIAgent.__init__` takes ~60 parameters (credentials, routing, callbacks,\nsession context, budget, credential pool, etc.). The signature below is the\nminimum subset you'll usually touch — read `run_agent.py` for the full list.\n\n```python\nclass AIAgent:\n def __init__(self,\n base_url: str = None,\n api_key: str = None,\n provider: str = None,\n api_mode: str = None, # \"chat_completions\" | \"codex_responses\" | ...\n model: str = \"\", # empty → resolved from config/provider later\n max_iterations: int = 90, # tool-calling iterations (shared with subagents)\n enabled_toolsets: list = None,\n disabled_toolsets: list = None,\n quiet_mode: bool = False,\n save_trajectories: bool = False,\n platform: str = None, # \"cli\", \"telegram\", etc.\n session_id: str = None,\n skip_context_files: bool = False,\n skip_memory: bool = False,\n credential_pool=None,\n # ... plus callbacks, thread/user/chat IDs, iteration_budget, fallback_model,\n # checkpoints config, prefill_messages, service_tier, reasoning_config, etc.\n ): ...\n\n def chat(self, message: str) -> str:\n \"\"\"Simple interface — returns final response string.\"\"\"\n\n def run_conversation(self, user_message: str, system_message: str = None,\n conversation_history: list = None, task_id: str = None) -> dict:\n \"\"\"Full interface — returns dict with final_response + messages.\"\"\"\n```\n\n### Agent Loop\n\nThe core loop is inside `run_conversation()` — entirely synchronous, with\ninterrupt checks, budget tracking, and a one-turn grace call:\n\n```python\nwhile (api_call_count < self.max_iterations and self.iteration_budget.remaining > 0) \\\n or self._budget_grace_call:\n if self._interrupt_requested: break\n response = client.chat.completions.create(model=model, messages=messages, tools=tool_schemas)\n if response.tool_calls:\n for tool_call in response.tool_calls:\n result = handle_function_call(tool_call.name, tool_call.args, task_id)\n messages.append(tool_result_message(result))\n api_call_count += 1\n else:\n return response.content\n```\n\nMessages follow OpenAI format: `{\"role\": \"system/user/assistant/tool\", ...}`.\nReasoning content is stored in `assistant_msg[\"reasoning\"]`.\n\n---\n\n## CLI Architecture (cli.py)\n\n- **Rich** for banner/panels, **prompt_toolkit** for input with autocomplete\n- **KawaiiSpinner** (`agent/display.py`) — animated faces during API calls, `┊` activity feed for tool results\n- `load_cli_config()` in cli.py merges hardcoded defaults + user config YAML\n- **Skin engine** (`hermes_cli/skin_engine.py`) — data-driven CLI theming; initialized from `display.skin` config key at startup; skins customize banner colors, spinner faces/verbs/wings, tool prefix, response box, branding text\n- `process_command()` is a method on `HermesCLI` — dispatches on canonical command name resolved via `resolve_command()` from the central registry\n- Skill slash commands: `agent/skill_commands.py` scans `~/.hermes/skills/`, injects as **user message** (not system prompt) to preserve prompt caching\n\n### Slash Command Registry (`hermes_cli/commands.py`)\n\nAll slash commands are defined in a central `COMMAND_REGISTRY` list of `CommandDef` objects. Every downstream consumer derives from this registry automatically:\n\n- **CLI** — `process_command()` resolves aliases via `resolve_command()`, dispatches on canonical name\n- **Gateway** — `GATEWAY_KNOWN_COMMANDS` frozenset for hook emission, `resolve_command()` for dispatch\n- **Gateway help** — `gateway_help_lines()` generat\n\n[...truncated AGENTS.md: 50,982 chars total]", "tool_call_id": "call_OVzx52364E96tUIDZxI4GboB" }, { "role": "tool", "content": "[Tool execution cancelled — search_files was skipped due to user interrupt]", "tool_call_id": "call_pcrIfpt62eKvvczdae8vwPcF" }, { "role": "tool", "content": "[Tool execution cancelled — search_files was skipped due to user interrupt]", "tool_call_id": "call_BvRkAV65BTUYSMTS4hr3RmKe" }, { "role": "user", "content": "[System note: Your previous turn was interrupted before you could process the last tool result(s). The conversation history contains tool outputs you haven't responded to yet. Please finish processing those results and summarize what was accomplished, then address the user's new message below.]\n\n[M G] Der Budget Import Upload Sprint ist akzeptiert.\n\nBitte starte jetzt den nächsten Sprint:\n\n# Market Quotes & Detail Charts v1\n\nZiel:\nFür vorhandene Aktien/ETFs und Crypto-Positionen sollen aktuelle oder verzögerte Kursdaten über kostenlose/limitierte APIs geholt, lokal gecacht und im Dashboard angezeigt werden. Row Click auf Aktie/ETF oder Coin soll ein Detailpanel mit Tages-/Kurzfristchart, aktueller Kursinfo und Datenqualität öffnen.\n\nWichtig:\n- Keine Trading-/Orderausführung.\n- Keine Broker-Anbindung.\n- Keine automatischen Provider-Abfragen beim normalen Dashboard-Rendern.\n- Provider-Abfragen nur durch explizite User-Aktion:\n - „Kurse aktualisieren“\n - „Chart laden“\n - CLI-Job\n- Keine API-Keys ins Frontend.\n- Keine Secrets in Logs.\n- Keine Runtime-DB ins Git.\n- Keine echten Reports ins Git.\n- Keine erfundenen Kurse.\n- Wenn Kurs fehlt: klar als fehlend markieren.\n- Wenn Kurs verzögert ist: als delayed/stale markieren.\n- Rate Limits respektieren.\n- Lokaler Cache bleibt Quelle fürs Dashboard.\n\n## 1. Provider-Strategie definieren\n\nBitte vorhandene Provider prüfen und sauber priorisieren.\n\n### Aktien/ETFs\n\nPriorität:\n\n1. FMP, wenn Key vorhanden und Instrument unterstützt\n2. Finnhub, wenn Key vorhanden und Symbol unterstützt\n3. Twelve Data, wenn Key vorhanden und Symbol unterstützt\n4. Stooq / EOD-Fallback, wenn ohne Key möglich und Symbol geeignet\n5. Manuelle Kursangabe nur als Fallback mit Audit\n\nBitte keine neuen Provider einbauen, falls bestehende reichen.\n\n### Crypto\n\nPriorität:\n\n1. CoinGecko für Portfolio-Bewertung und breite Coin-Abdeckung\n2. Binance Spot API für live-ish Ticker/24h-Stats/Charts, wenn Binance-Symbol eindeutig ist\n3. CoinGecko Market Chart als Fallback für Coins ohne Binance-Mapping\n\nWichtig:\nBinance funktioniert nur für Coins, die als Handelspaar verfügbar sind, z.B. BTCUSDT, ETHUSDT. Nicht jeder Coin oder jede Chain-Variante ist direkt mappbar.\n\n## 2. Datenmodell / Cache prüfen\n\nBitte bestehende Tabellen nutzen, falls möglich:\n\n- market_prices\n- crypto_prices\n\nFalls für Intraday/Chartdaten nötig, append-only Migration ergänzen:\n\n### equity_price_points\n\n- point_id\n- instrument_id\n- provider\n- provider_symbol\n- timestamp\n- price\n- currency\n- interval\n- source_quality\n- fetched_at\n\n### crypto_price_points\n\n- point_id\n- asset_id\n- provider\n- provider_symbol\n- timestamp\n- price\n- currency\n- interval\n- source_quality\n- fetched_at\n\nBeträge/Preise als Decimal/Text-kompatibel speichern, keine Float-Rundung im Python-Layer.\n\n## 3. Quote Update Backend\n\nBitte Services ergänzen:\n\n### Aktien/ETF\n\n- update_equity_quotes(symbols/instruments)\n- fetch_latest_quote(instrument)\n- fetch_intraday_series(instrument, interval=5min/15min/1h)\n- cache quote/series\n- markieren:\n - fresh\n - delayed\n - stale\n - missing\n - provider_error\n - rate_limited\n\n### Crypto\n\n- update_crypto_live_stats(assets)\n- Binance 24h ticker, wenn symbol mapping vorhanden\n- Binance klines für Tages-/Kurzfristchart\n- CoinGecko fallback\n- cache quote/series\n- markieren:\n - fresh\n - stale\n - missing\n - unsupported_pair\n - provider_error\n - rate_limited\n\n## 4. Symbol Mapping\n\nBitte Symbol-Mapping sauber behandeln.\n\n### Aktien/ETFs\n\nInstrument braucht:\n\n- provider_symbol\n- exchange\n- currency\n- data_provider_primary\n\nWenn fehlend:\n- nicht raten\n- Data Quality Hinweis\n- UI: „Provider-Symbol fehlt“\n\n### Crypto\n\nCrypto Asset braucht optional:\n\n- binance_symbol, z.B. BTCUSDT\n- coingecko_id bleibt Primär-ID für Bewertung\n\nWenn Binance-Symbol fehlt:\n- UI kann Mapping vorschlagen:\n - BTC → BTCUSDT\n - ETH → ETHUSDT\n - SOL → SOLUSDT\n- aber nicht automatisch für unklare Coins\n- User Review/Confirm für Mapping\n- Audit\n\n## 5. API-Endpunkte\n\nBitte ergänzen:\n\n### System/Market\n\n- GET /api/market/status\n- POST /api/market/equity/update-quotes\n- POST /api/market/crypto/update-live-stats\n\n### Details\n\n- GET /api/equity/{instrument_id}/quote\n- GET /api/equity/{instrument_id}/chart?range=1d&interval=5m\n- GET /api/crypto/{asset_id}/live-stats\n- GET /api/crypto/{asset_id}/chart?range=1d&interval=5m\n\nResponse:\n\n- latest_price\n- currency\n- change_abs\n- change_pct\n- open/high/low/close, falls vorhanden\n- volume, falls vorhanden\n- provider\n- provider_symbol\n- fetched_at\n- quality_status\n- chart_points\n- warnings\n\n## 6. Dashboard UI\n\n### Aktien & ETFs\n\nAuf der Aktien/ETF-Seite:\n\n- Button: Kurse aktualisieren\n- Status: letzter Update\n- in Tabelle:\n - aktueller Kurs\n - Kurswährung\n - Tagesveränderung\n - Marktwert CHF\n - Datenstatus\n\nRow Click öffnet Detaildialog:\n\n- Name\n- ISIN/Ticker\n- Provider-Symbol\n- aktueller Kurs\n- Tagesveränderung\n- Marktwert\n- Datenstatus\n- kleiner Tageschart\n- Buttons:\n - Chart laden\n - Kurs aktualisieren\n - Kaufen\n - Verkaufen\n - Dividende\n - Verlauf\n\n### Crypto\n\nAuf der Crypto-Seite:\n\n- Button: Live-Stats aktualisieren\n- Status: letzter Update\n- in Tabelle:\n - aktueller Kurs CHF/USD\n - 24h Veränderung\n - Marktwert\n - Datenstatus\n\nRow Click öffnet Detaildialog:\n\n- Coin\n- Symbol\n- CoinGecko-ID\n- Binance-Symbol, falls vorhanden\n- aktueller Preis\n- 24h Veränderung\n- 24h Hoch/Tief\n- Volumen, falls vorhanden\n- kleiner Tageschart\n- Wallet-Aufteilung\n- Buttons:\n - Chart laden\n - Live-Stats aktualisieren\n - Transfer\n - Bestand erhöhen/reduzieren\n - Verlauf\n\n## 7. Charting\n\nBitte PrimeVue Chart / Chart.js verwenden.\n\nCharttypen:\n\n- Line Chart für Intraday/Tageschart\n- optional Mini-Sparkline in Tabellen später\n\nKeine neue Chart-Library.\n\nWenn zu wenige Datenpunkte:\n- Empty State: „Noch zu wenig Kursdaten“\n\n## 8. Rate Limit und Cache\n\nBitte strikt:\n\n- kein Provider-Call beim Rendern\n- Button/CLI only\n- Cache TTL:\n - live quote: z.B. 5–15 Minuten\n - intraday chart: z.B. 15 Minuten\n - EOD: Tagescache\n- Rate-limit Fehler anzeigen\n- provider_error nicht crashen\n- Status in UI sichtbar\n\n## 9. CLI\n\nBitte CLI-Kommandos ergänzen oder vorhandene erweitern:\n\n- update-equity-quotes --provider auto --limit 10\n- update-crypto-live-stats --provider binance --limit 20\n- update-market-charts --asset-class equity|crypto --range 1d --interval 5m\n\nDry Run Option:\n- --dry-run\n\n## 10. Tests\n\nBitte Tests ergänzen:\n\n### Equity\n\n- quote fetch via mock provider\n- fallback provider\n- missing symbol\n- rate limited\n- cache hit\n- chart points cached\n- API detail response\n\n### Crypto\n\n- Binance ticker mock\n- Binance klines mock\n- unsupported pair\n- CoinGecko fallback\n- cache hit\n- chart points cached\n- API detail response\n\n### UI\n\n- Kurse aktualisieren Button sichtbar\n- Row Click öffnet Detail\n- Chart laden Button\n- Empty Chart State\n- Tagesveränderung sichtbar\n- Datenstatus Badge\n\n### Safety\n\n- keine API-Keys im Frontend\n- keine Provider-Calls beim Rendern\n- Git-Safety sauber\n\n## 11. Nicht in diesem Sprint\n\nBitte nicht bauen:\n\n- Websocket Streaming als Dauerverbindung\n- automatische Scheduler\n- Trading / Orders\n- Backtesting\n- Analystenratings\n- News\n- Portfolio-Rebalancing\n- neue Provider mit unbekannter Lizenz\n- Steuerlogik\n\nWebsocket kann später kommen. Für v1 reicht Button/Cache.\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- Browser sanity:\n - Aktien & ETFs\n - Crypto\n - Detail Row Click\n - Chart laden\n - Kurse aktualisieren\n- git diff --check\n- Commit\n- Push\n\n## 13. Abschlussbericht\n\nBitte berichten:\n\n- Equity quotes umgesetzt: ja/nein\n- Equity intraday chart umgesetzt: ja/nein\n- Crypto Binance live stats umgesetzt: ja/nein\n- Crypto intraday chart umgesetzt: ja/nein\n- CoinGecko fallback umgesetzt: ja/nein\n- Provider-Symbol Mapping: ja/nein\n- Cache/Rate-limit: ja/nein\n- UI Row Click Detail mit Chart: ja/nein\n- kein Provider-Call beim Rendern: bestätigt\n- Tests\n- Build\n- Git-Safety\n- Commit-Hash\n- Push-Status\n- offene Grenzen" }, { "role": "assistant", "content": "", "reasoning": "**Locating the finance system**\n\nI need to take action here. First, I have to find the correct repository because the current working directory is pointing to the wrong place, specifically hermes-agent. Since the search was cancelled, I should focus on locating the finance system. Maybe I should load something related to the finance-system architecture to get a better understanding. Let’s see what I can uncover to get back on track!", "finish_reason": "tool_calls", "reasoning_content": "**Locating the finance system**\n\nI need to take action here. First, I have to find the correct repository because the current working directory is pointing to the wrong place, specifically hermes-agent. Since the search was cancelled, I should focus on locating the finance system. Maybe I should load something related to the finance-system architecture to get a better understanding. Let’s see what I can uncover to get back on track!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDL9pbAwCjy4Lgv3Pbso18knRLrtXQTf_MLslAgI2I69Cu0m5Z5808sNnVnG4U8GolgqX0KFoAZ3HZtX_MV6MBLno3Cit3uSPG9XZ2xhSA7NZ5GVddlVlZLhyZ4oByN2Kay9qOEVvU0ICFCPXTD0-uGF9uGJvz3qMUullPZ-0RPk5MX8Fy3ssZayYOq7RHrZ7tX8Hnz-9BPR5ZnWzwh5P9oL0hjnJ-WbMEJOoCLcBP1bgllbPjpwxdxv0NGmuYqAejLdRfkme8Kl1p2vF5S8al4j6a11ypnID74mHgvKsCA3JU9j1b794RyHu1jzIwp8rej0OT4i9h5p3C50SIcocmEGBzAeIwMLpNyI1K7F09PtqjQfec9WOVVdRioMR-M-HE1tb1kbwbC9SC4LDIPAnTwsSfr2pORrQMrd2B7jEQAHqtfzoJPt5WahwMPtTA8IcijYYni0XAAwJuP-czoIE3AmuTjOmMHw5IAxDJsl7V4Si7ctE7TvHGTeZwWOfa_bfPYLGmIznn0WcKkEkpEVDUQL5GSJ2BwXnKfZVMhmhOLa4aZzTPWg_hOWimpnH6MXUuwDJ8qhtR-n7pP5uJNd6wLq_xzZt_DONn7Jt7gnPmf4CPKiZjCEyDf8rcCbomIEV5iz4CtPNACN1SD6peNSmDT4e4-CQijljARwjf90a3GYZEKzWlEhoebYYypaePe7S9CXS3bSivtsWGQDJHwKrzgKjLmE1ooaUYIH8ZUR4NLSAb7hsgG9RWkv7Ndzhzl9Jr6p-RLzfVvNahFQeompn_DfjTsu811pIMNBdqq3bJxGTixBTlq6zP-AjQfQFnuBNssHa-qhTA2bk0WqhtHLJTktAxuXPOBO3_nZ_K7uzqLyshhr0jddTSaYTuxEr_NAf9Q7GvTw00tpx283QBDtEjxjCB_pAYd9DOQaNvpvISGPQFwkSc-uiDmiM1IxX5JgRVJd3dEXIGfn57SamQaPAr_wXujzAncX3PMOR8yGiZtsUxpUR8WEfCZfH5n5HFcSxT015w0gXRMzaMQQgtGHD6QicqCKfm9QgeT2DMIjRLT4VWV-nstTQ9RD58Kx9ggDLCtTEl2vEPFqF7QeM0r7f9MQ2E0G4QWXtl0Q-QfpwMQst6fc=", "id": "rs_05661a4b5ad615f5016a0cbf664d6c8191aee9fd81a34ccedc", "summary": [ { "type": "summary_text", "text": "**Locating the finance system**\n\nI need to take action here. First, I have to find the correct repository because the current working directory is pointing to the wrong place, specifically hermes-agent. Since the search was cancelled, I should focus on locating the finance system. Maybe I should load something related to the finance-system architecture to get a better understanding. Let’s see what I can uncover to get back on track!" } ] } ], "tool_calls": [ { "id": "call_LmPHODjYE4h8kFvCSOAsnksN", "call_id": "call_LmPHODjYE4h8kFvCSOAsnksN", "response_item_id": "fc_05661a4b5ad615f5016a0cbf6936548191a05ed93d9b4f094b", "type": "function", "function": { "name": "skill_view", "arguments": "{\"name\":\"finance-system-architecture\"}" } } ] }, { "role": "tool", "name": "skill_view", "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n hermes:\\n tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## 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 FastAPI backend origin (currently Tailscale host/IP on port `8000`, not phone-local `127.0.0.1`), verify backend and frontend through Tailscale, and inspect the served Vite client env before declaring the dashboard fixed.\\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 focused Budget Review bulk productivity fixes, follow `references/budget-review-bulk-assign-confirm.md`: implement multi-select category assignment, batch preview, explicit final confirm, per-candidate partial-success errors, blocker summaries, and UI toolbar/dialog tests while preserving Preview → Confirm → Audit and avoiding real runtime mass-confirm during implementation sanity checks.\\n\\nFor Budget Planning & Forecast v1 work, follow `references/budget-planning-forecast-v1.md`: use existing plan models where possible, add append-only Decimal-text category baselines only for missing prior-year/reference concepts, calculate actuals from confirmed transactions only, exclude candidates/transfers/covered rows, expose Budget 2026 vs Ist 2026 vs Vorjahr 2025 with forecasts/traffic lights, and keep all manual plan/reference edits behind Preview → Confirm → Audit.\\n\\nFor Budget Planning usability/baseline-entry follow-up sprints, follow `references/budget-planning-usability-v2.md`: keep the work as entry/audit/validation UX rather than imports or Fixkosten, make per-category audit timelines human-readable, support inline and batch Preview → Confirm edits for Budget 2026, support prior-year annual/monthly entry with exact 12-month distribution, add data-care filter tiles and plausibility checks, prepare Excel takeover only as non-mutating Preview/Coming soon, and verify Planning/Status/Budget-vs-Ist/Explorer/Categories through Tailscale before commit/push.\\n\\nFor Budget/Cashflow Fixkosten & Subscriptions sprints, follow `references/budget-fixed-costs-subscriptions-v1.md`: create recurring-payment planning objects, not automatic budget transactions; detect conservative candidates from confirmed expense/fee budget transactions only; exclude import/review candidates, transfers, credit-card settlements, investment transfers and covered rows; keep all candidate activation/rejection/editing/manual creation/pausing/archiving behind Preview → Confirm → Audit; integrate recurring month/year, fixed-cost quote and `recurring_type` filters into Budget Overview/Planning/Status/Data Explorer; and verify browser snapshots show the real Fixkosten page rather than a fallback Command Center.\\n\\nFor Budget/Cashflow productionizing of the import-review workflow with Merchant/Alias management, Rule Manager v1, duplicate handling, split booking, Toast/ConfirmDialog UX and explicit duplicate force-confirm, follow `references/budget-import-review-production-v1.md`: merchant/rule actions set candidate suggestions only, duplicate candidates require explicit `allow_duplicate`, split confirms must exact-match candidate totals, user-facing status labels must hide raw enums, and full verification must include browser-visible Tailscale routes/APIs plus source/build secret scans.\\n\\nFor Budget/Cashflow regular CSV imports from Google Drive Budget sources, follow `references/budget-csv-import-production-v2.md`: support source-specific profiles for VISA, Migros receipts, Raiffeisen and AKB; keep Drive files temp-only; create candidates via Dry Run → Review → Confirm → Audit; prove idempotency with a second import; classify Migros coverage, internal transfers, True Wealth investment transfers, credit-card settlements and income without producing automatic productive bookings.\\n\\nFor recurring monthly Budget imports plus rule learning, follow `references/budget-monthly-import-rule-learning-v1.md`: add Import Sessions/History, per-source fingerprint ledgers, a `Budget > Monatsimport` dashboard, Review links filtered by source/session/status, and `Budget > Regeln` rule suggestions. Rule learning may set candidate proposals/categories only; it must not create productive transactions or auto-confirm candidates.\\n\\nFor Budget Import Upload UX and candidate-count consistency work, follow `references/budget-import-upload-count-consistency.md`: make dashboard CSV upload the primary User Mode workflow, support only the existing VISA/Migros/Raiffeisen/AKB profiles unless separately authorized, keep Google Drive scan Admin/Fallback, create only Dry Run/session/candidates until Review Confirm, and use one shared user-open-count policy across Budget Import, Buchungen prüfen, Command Center, Budget Übersicht and Data Quality.\\n\\nFor Finance Command Center & Monthly Close work, follow `references/finance-command-center-monthly-close-v1.md`: build a confirmed-only management cockpit over local DB/cache data, add KPI cards, monthly-close checklist, source import status, compact Budget/Fixkosten/Portfolio/Crypto sections, central To-dos, and runtime-only Markdown/HTML monthly reports. Validate `YYYY-MM` strictly, query months with an exclusive next-month upper bound, derive budget/fixed-cost contexts from the selected month, avoid UTC month defaults in Vue, keep reports outside the repo, and verify with full backend/frontend/secret/Git-safety/browser gates plus independent re-review after fixes.\\n\\nFor Dashboard Ops Controls & Reports v1 work, follow `references/dashboard-ops-controls-reports-v1.md`: build safe fixed-script restart controls first, then runtime-only Budget/Cashflow/Review/Crypto/Portfolio reports; never expose free shell commands, frontend API keys, report files, runtime DBs, real values, or long logs; route all generated reports and ops events under runtime; and verify with full backend/frontend/secret/Git-safety/browser/Tailscale gates before commit/push.\\n\\nFor Migros/Product-level grocery savings work, follow `references/migros-grocery-optimizer-v1.md`: keep the sprint about saving money in `Essen & Haushalt`, not health analysis; preserve Migros receipt detail rows, store product/match money values as Decimal text, make retailer alternatives source-stamped and reviewable, enforce max-3-store constraints before calculating savings, bind include-checkbox state through receipt switches, cache/fence any web research, and write optimization reports only under runtime reports outside Git. When adding current-price online providers for Grocery/Migros Optimizer, also follow `references/grocery-product-price-providers-v1.md`: explicit-click provider calls only, no invented prices, source/cache timestamps, cache staleness, no `0.00` fallback for missing prices, and exclude `not_cheaper` alternatives from savings. When adding review/learning/manual mapping workflows, follow `references/grocery-product-matching-learning-v2.md`: persist accepted/rejected mappings, reuse sourced accepted mappings before provider calls, reject only exact targets, validate manual URLs with IP-aware private/loopback blocking, persist no-price review candidates with `match_id`, and never mark manual prices as provider-fresh. For provider-strategy/navigation-hardening sprints, additionally follow `references/grocery-provider-strategy-navigation-hardening.md`: centralize nav routes, use native-anchor fallback navigation for iPhone/Tailscale reliability, separate product mapping from price source from savings calculation, keep Rappn link-out-only unless an official API is confirmed, use Open Prices only on explicit user action, and require complete sourced manual price data before counting secure savings.\\n\\nFor controlled first UAT confirmation of existing Budget import candidates, follow `references/budget-import-review-uat.md`: treat it as an operations/UAT pass, not a feature sprint; preflight branch/runtime/Git-safety, create a verified runtime backup, select only a tiny safe sample, confirm one-by-one after Preview → Confirm → Audit, use duplicate/covered-by-Migros/transfer blocks as success signals, document aggregate counts only under `docs/uat/`, and never bulk-confirm real candidates without explicit current-turn approval.\\n\\nFor FinanceManager release consolidation after an accepted feature branch, follow `references/finance-release-consolidation-uat.md`: do branch containment/remote preflight, run full pre-merge gates, create/verify runtime backup and restore-test outside the repo, merge `--no-ff` into `main`, re-verify, tag only after main is green, create a UAT matrix, run small UAT writes on a test-runtime copy unless explicitly approved, update status docs, and verify remote main/tag hashes.\\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. For FinanceManager-specific iPhone navigation plus Einkünfte/Geld-Eingang work, also use `references/mobile-nav-income-planning-hotfix.md`: add a fullscreen native-anchor fallback menu when Bottom Nav remains unreliable, reclassify existing AKB/Raiffeisen bank candidates before reimporting, keep Bankeingänge as candidates until Confirm, and separate planned income from confirmed `Geld Eingang` transactions.\\n\\nFor FinanceManager Vue/FastAPI functional-action sprints where read-only/detail controls must become real user actions, follow `references/vue-functional-actions-preview-confirm.md`: make every visible write button real, disabled with a reason, or routed to an existing real flow; implement backend Preview → Confirm → Audit first; handle Cash withdrawal/correction label mapping, Crypto set-zero quantity `0`, Crypto transfers with source/target/fee guards, Equity/ETF sell/dividend MVPs, contextual buy redirects, inline account/wallet creation, partial global Toast/Confirm migration honesty, and Tailscale CORS/browser sanity before commit/push.\\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 Budget UX foundation sprints that improve bookmarkability/state management/API consistency without adding domain features, follow `references/budget-ux-foundation-v3.md`: centralize URL filters in one composable, keep `year=2026` canonical in query links, introduce incremental Pinia stores for Overview/Transactions/Review/Analytics, add backwards-compatible Analytics envelopes (`meta`, `filters_applied`, `totals`, `series`, `rows`, `warnings`, `errors`), add only a small Command Center Systemstatus tile, and document Transaction Templates/Saved Views/Tag Groups as roadmap only.\\n\\nFor Budget Analytics/Data Explorer sprints, follow `references/budget-analytics-data-explorer-v1.md`: build `Analyse > Daten-Explorer` from confirmed `budget_transactions` only, exclude candidates/transfers/covered rows, provide KPI/filter/table/detail DTOs plus category/merchant/month/budget-deviation analytics, keep exports runtime-only/disabled until safely implemented, and do not drift into OCR/import/provider/portfolio/news features.\\n\\nFor Budget Workflow Clarification & Help UX sprints before Fixkosten/Subscriptions, follow `references/budget-workflow-help-ux.md`: first fix unreliable Budget navigation/routes such as Effektive Ausgaben, then clarify transfer semantics (internal household, credit-card settlement, True Wealth investment transfers), keep Haushalt 2026 as an aggregate view over separate physical sources/accounts, add money-flow columns to lists, improve Transfer Review explanations, and centralize per-page Help UX. Do not silently create runtime accounts such as `True Wealth Cash`; prepare and report, then use Preview → Confirm → Audit if productive creation is approved.\\n\\nFor Budget Categories Cleanup & Duplicate Handling sprints before Fixkosten/Subscriptions, follow `references/budget-categories-duplicates-cleanup.md`: preview must be strictly read-only, create a runtime backup before productive migration, map only unambiguous legacy categories, mark catch-all/unclear categories review-required, archive rather than hard-delete referenced categories, repair `Kategorien & Tags` CRUD/reorder via Preview → Confirm → Audit, and move safe/possible duplicates out of normal review tabs.\\n\\nFor Budget Categories UX/sorting follow-up sprints, follow `references/budget-categories-ux-sorting.md`: keep Income and Expense categories in separate tables and dropdown sets, use robust Up/Down + explicit save-order controls when PrimeVue drag/drop is brittle, scope reorder APIs by `category_type`, keep archived categories out of normal selection dropdowns, add audited `sort_order` for planned income rows, and create a runtime DB backup before starting code that may apply an append-only schema migration.\\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- In Budget category UX work, do not rely on PrimeVue/DataTable drag-and-drop if it is flaky or hard to test. A robust Up/Down + explicit `Sortierung speichern` flow is acceptable and preferred for this user when it works on desktop and mobile, persists `sort_order`, writes audit events, and reloads in the same order. Reorder endpoints must be scoped by `category_type` so Income and Expense orderings cannot mix, and planned income rows need their own audited `sort_order` flow. See `references/budget-categories-ux-sorting.md`.\\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- In Budget/Cashflow workflow-clarification sprints, do not treat transfers as merely a label on expense/income rows. Internal household transfers, credit-card settlements, and True Wealth investment transfers must be explained in Review UX, excluded from Budget income/expense actuals, and surfaced in a dedicated transfer view with from/to accounts. `True Wealth Cash` can be prepared as a target account, but missing runtime accounts must not be silently created; report absence and require Preview → Confirm → Audit for productive creation. Help text belongs in a central help registry/component, not scattered page prose. See `references/budget-workflow-help-ux.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 Finance Command Center / Monthly Close work, do not let a management dashboard become another feature engine. It should summarize confirmed-only local DB/cache data and route to existing work pages; no live provider calls on render, no new import sources, no OCR, no auto-booking. Validate month input as strict `YYYY-MM`, use `>= first_day` and `< next_month` for monthly actuals, derive budget/fixed-cost contexts from the selected month, and use local-date `YYYY-MM` in Vue rather than UTC ISO slicing. Runtime reports must resolve under the runtime reports directory outside Git before writing. See `references/finance-command-center-monthly-close-v1.md`.\\n- In Dashboard Ops Controls / Reports work, never turn restart buttons into a remote shell. Use an allowlist of fixed repo scripts, write PID/log/audit-like events under runtime, sanitize responses, require confirm in the UI, and return only short status/error fields. Reports must be generated from local runtime data, count confirmed actuals only, keep candidates/transfers/covered rows separate, write only under runtime reports, and fall back to HTML when PDF rendering is unavailable. See `references/dashboard-ops-controls-reports-v1.md`.\\n- In Migros grocery optimizer work, do not calculate optimized totals from more stores than the emitted shopping list allows. Choose/enforce the allowed retailer subset (`max_store_count <= 3`) before calculating totals/savings; products whose cheapest safe match is outside the subset must keep their Migros price and be marked `not_selected_due_to_store_limit`. Also do not render include checkboxes as decorative controls: bind them to state, send `included_product_item_ids`, filter backend items before totals, and reset include state whenever the user switches receipts. See `references/migros-grocery-optimizer-v1.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 and Merchant/Alias actions must set candidate suggestions only, never create `budget_transactions`; split Confirm must exact-match candidate totals and audit all created linked transactions. Duplicate candidates require an explicit `allow_duplicate`/`Trotzdem bestätigen` path with category/account/year and audit; normal Confirm must block them. User Mode must show labels like `Prüfung nötig`/`Vorgeschlagen` instead of raw enums such as `needs_review`/`auto_categorized`. 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. For bulk review fixes specifically, centralize blocker checks so preview and confirm agree; normal bulk category assignment must skip blocked statuses with per-candidate errors; final confirm stays disabled until all selected candidates have categories and no duplicate/covered/transfer/missing-field blockers. For planning/forecast work, do not invent a parallel actuals model: use confirmed transactions for actuals, existing budget-plan structures for plan values where possible, and a small Decimal-text baseline/reference table for prior-year/manual values only when the existing schema lacks that concept. See `references/budget-phase19-review-productivity.md`, `references/budget-phase110-2026-core-cleanup.md`, `references/budget-import-review-production-v1.md`, `references/budget-review-bulk-assign-confirm.md`, and `references/budget-planning-forecast-v1.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- In Budget UX foundation work, implementing query filters ad hoc per page or hiding the active year because it equals the default. Use one composable, keep canonical `year=2026` in bookmarkable URLs, sanitize invalid query values back to safe defaults, and use `replace` for initial sync versus `push` for user Apply actions. Translate internal API aliases such as `budget_year` at the store/API boundary rather than leaking them into normal URLs. See `references/budget-ux-foundation-v3.md`.\\n- When adding an Analytics envelope, breaking legacy consumers by removing old keys too early. Add `meta`/`filters_applied`/`totals`/`series`/`rows`/`warnings`/`errors` backwards-compatibly, keep old DTO keys during transition, and make charts render explicit empty states on empty data. See `references/budget-ux-foundation-v3.md`.\\n- In Budget import UX work, do not leave Google Drive scan as the prominent User Mode workflow once the user asks for dashboard file upload. The normal path should be CSV upload → profile detection/selection → Dry Run → candidate creation → Buchungen prüfen → explicit Confirm; Drive scan belongs in Admin/Fallback unless explicitly promoted again. Also do not let Budget Import, Buchungen prüfen, Command Center, Budget Übersicht, or Data Quality use separate candidate-count SQL: centralize user-open counts, count duplicates/covered/already-processed separately, exclude old-year/reference/superseded/ignored/confirmed rows from normal user KPIs, and browser-check Command Center after API tests because it may have legacy KPI queries. See `references/budget-import-upload-count-consistency.md`.\\n- Treating a frontend build secret scan as a naive substring search. Broad patterns such as `sk-` can match harmless bundled CSS (`mask-background`); use realistic token regexes and inspect matches before claiming a secret leak. For Git-safety, distinguish new/changed runtime artefacts from pre-existing synthetic CSV fixtures. See `references/budget-ux-foundation-v3.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. 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"name": "skill_view", "arguments": "{\"name\":\"finance-system-architecture\",\"file_path\":\"references/vue-dashboard-autoload-runtime-operations.md\"}" } } ] }, { "role": "tool", "name": "skill_view", "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/provider-integration-sprint-v2.md\", \"content\": \"# Provider Integration Sprint v2 — Free/Fallback Market Data\\n\\nUse this reference when extending the FinanceManager Equity/ETF instrument search, price preview/update, FX update, and provider status flows with multiple external providers while preserving privacy and explicit-action semantics.\\n\\n## Hard constraints\\n\\n- Never commit API keys, `.env`, runtime DBs, real provider responses tied to real portfolio data, reports, or real financial values.\\n- Runtime secrets live outside Git, normally `~/jarvis_runtime/finance-system/secrets/.env`; verify mode `600` when practical, but never print values.\\n- Dashboard render must not call external providers. Provider calls only on explicit user clicks, CLI commands, or scheduled jobs.\\n- Do not send holdings, quantities, balances, cost basis, account IDs, wallet IDs, broker docs, private notes, or portfolio rows to providers. Only send explicit search terms, ISINs, tickers/symbols, exchanges, or FX pairs entered/confirmed for lookup.\\n- EODHD is low-volume fallback only; keep it out of default provider chains and require explicit opt-in such as `--provider eodhd --allow-low-volume`.\\n\\n## Secret aliases to support\\n\\n- OpenFIGI: `OPENFIGI_API_KEY`, `JARVIS_OPENFIGI_API_KEY`\\n- FMP: `FMP_API_KEY`, `JARVIS_FMP_API_KEY`\\n- Finnhub: `FINNHUB_API_KEY`, `JARVIS_FINNHUB_API_KEY`\\n- Twelve Data: `TWELVEDATA_API_KEY`, `TWELVE_DATA_API_KEY`, `JARVIS_TWELVEDATA_API_KEY`, `JARVIS_TWELVE_DATA_API_KEY`\\n- Massive: `MASSIVE_API_KEY`, `JARVIS_MASSIVE_API_KEY`\\n- EODHD: `EODHD_API_KEY`, `JARVIS_EODHD_API_KEY`\\n- Alpha Vantage status/optional fallback: `ALPHA_VANTAGE_API_KEY`, `JARVIS_ALPHA_VANTAGE_API_KEY`\\n\\n`TWELVEDATA_API_KEY` without the extra underscore is mandatory; do not only support `TWELVE_DATA_API_KEY`.\\n\\n## Provider role pattern\\n\\n### Instrument search / metadata\\n\\nPreferred explicit lookup order:\\n\\n1. Local catalog/cache first.\\n2. OpenFIGI for ISIN/Ticker mapping evidence.\\n3. FMP as primary public search/preview source where available.\\n4. Finnhub for symbol lookup/profile fallback.\\n5. Twelve Data for symbol search/quote fallback.\\n6. Massive for US ticker metadata/details fallback.\\n7. Manual creation with warnings.\\n\\nDo not include EODHD in default search because of daily call limits.\\n\\n### Equity/ETF prices\\n\\nImplement a composite provider for CLI/scheduled jobs, not dashboard render:\\n\\n1. FMP primary.\\n2. Twelve Data fallback.\\n3. Finnhub fallback.\\n4. Massive fallback.\\n5. EODHD only explicit low-volume opt-in.\\n\\nReturn sanitized quote objects with `provider`, `quality_status`, `error_message`, timestamp/currency, and `close=None` on failure instead of raising raw HTTP/provider exceptions into the UI.\\n\\n### FX rates\\n\\n- Frankfurter can be no-key primary for common FX updates.\\n- Twelve Data can be an optional keyed provider for pairs such as `USD/CHF` and `EUR/CHF`.\\n- Store rates locally; dashboard/report contexts read local rates only.\\n- `CHF/CHF = 1` is local, not a provider call.\\n\\n## Error classification\\n\\nMap provider failures into stable categories that are safe for UI/log/test output:\\n\\n- missing key: `*_api_key_missing` / status `missing_key`\\n- HTTP 401/403: `auth_failed`\\n- HTTP 402/paywall/tariff limit: `restricted_endpoint`\\n- HTTP 429: `rate_limited`\\n- DNS/timeout/connectivity: `network_error`\\n- empty successful response: `no_results`\\n- malformed or provider-side error JSON: `provider_error`\\n\\nSpecifics:\\n\\n- OpenFIGI uses header `X-OPENFIGI-APIKEY` plus `Content-Type: application/json`; a previous 401 must be retested after the user corrects the key and should not poison future status.\\n- FMP uses `apikey`; 402/tariff failures should be non-fatal `restricted_endpoint`, especially for endpoints not covered by the current plan.\\n- Massive may need Authorization-header first, with query-param fallback if the provider/client pattern requires it.\\n\\n## Status display pattern\\n\\nProvider status rows should be aggregate and secret-free. Use labels like present/missing/auth_failed/error/restricted/rate_limited, never key prefixes, key lengths, raw tokens, raw URLs containing credentials, or response bodies.\\n\\nWhen showing status in Streamlit/User Mode, use a non-probing mode (`probe=False`) so normal render only indicates configured/known/last explicit status. Live probes belong behind an explicit button or CLI smoke-test command.\\n\\n## Smoke-test pattern\\n\\nFor explicit provider test runs, report only aggregate booleans/counts and categories:\\n\\n- key found yes/no\\n- reachable yes/no\\n- auth OK yes/no\\n- candidate/price/FX found yes/no\\n- error category\\n- rate-limit headers read yes/no when applicable\\n- no position saved\\n- no portfolio data used\\n\\nTypical safe instruments/pairs:\\n\\n- OpenFIGI mapping ISIN `US9229087690`\\n- OpenFIGI search query `Vanguard Total Stock`, `exchCode=US`\\n- OpenFIGI mapping ticker `VTI`, `exchCode=US`\\n- FMP/Finnhub/Twelve/Massive test ticker `VTI` or `AAPL`\\n- Twelve Data FX `USD/CHF` or `EUR/CHF`\\n- Avoid EODHD live smoke unless explicitly necessary; at most one call.\\n\\n## Tests and verification\\n\\n- Mock provider HTTP responses for unit tests; do not require real keys in test suite.\\n- Add tests proving missing keys skip provider calls and sanitize errors.\\n- Add tests proving dashboard/price preview reads local market prices and does not call APIs on render.\\n- Add tests for provider aliases, especially `TWELVEDATA_API_KEY`.\\n- After `pytest`, remove `.pytest_cache` and `__pycache__` before `git-safety-scan`; pytest recreates caches.\\n- Run: compileall, pytest, Git-safety scan, `git diff --check`, `git status`, commit, push, then fetch/update `origin/main` or otherwise verify the remote tracking state.\\n\", \"file_type\": \".md\"}", "tool_call_id": "call_bp5jeNSp5aZDUoNhGBeLLPh8" }, { "role": "tool", "name": "skill_view", "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/crypto-price-refresh-and-idempotent-btc-runtime.md\", \"content\": \"# Crypto price refresh hardening and idempotent BTC runtime checks\\n\\nUse when making FinanceManager crypto price updates production-safe, or when repeating an approved single-coin/BTC runtime import test after data may already exist.\\n\\n## Crypto price refresh hardening pattern\\n\\n- Prefer CoinGecko batch requests (`/simple/price` with comma-separated `ids`) over one request per coin.\\n- Keep dashboard/report rendering read-only over local cached `crypto_prices`; price refresh belongs to CLI/scheduled jobs only.\\n- CLI knobs should include:\\n - `--currency`\\n - `--sleep-seconds`\\n - `--max-retries`\\n - `--initial-backoff`\\n - `--max-backoff`\\n - `--only-missing`\\n - `--only-stale`\\n - `--only-symbol SYMBOL`\\n - `--limit N`\\n - `--dry-run`\\n- Treat HTTP 429 as non-fatal: retry with capped exponential backoff, then store/report stale/missing quality rather than crashing.\\n- Summary output must stay aggregate-only: total assets, updated, cached, skipped, stale, warnings, errors, assets still missing local price. Do not print real prices, holdings, market values, or quantities.\\n- For every asset without a fresh local price after refresh, create/update a deduplicated data-quality alert. Repeated refreshes should update occurrence metadata, not create alert floods.\\n- Dry-run must not mutate prices or alerts. If dry-run simulates successful quotes, remember that missing-local-price counts may reflect current DB state, not hypothetical post-write state, unless explicitly modelled.\\n\\n## Tests to include\\n\\n- Batch request updates multiple CoinGecko IDs in one provider call.\\n- `--only-missing` skips assets with any fresh local price.\\n- `--only-stale` refreshes only stale fresh prices.\\n- `--only-symbol` and `--limit` constrain scope.\\n- `--dry-run` writes neither `crypto_prices` nor alerts.\\n- 429/backoff uses configured retries and cap.\\n- Missing/stale/error quotes create deduplicated alerts.\\n- Dashboard/report contexts still read local prices only (`live_api_calls=False`).\\n\\n## Idempotent BTC / single-coin runtime test\\n\\nIf the approved BTC/single-coin runtime import is re-run and the exact asset/holdings already exist:\\n\\n1. Do not force a second import.\\n2. Verify aggregate-only that the existing asset matches the approved identity (`coin_name`, `symbol`, `coingecko_id`) and that the expected wallet holdings are present.\\n3. Verify no duplicate `asset_id + wallet_id` rows.\\n4. Verify stored quantities are SQLite `TEXT` / Decimal-parseable without printing them.\\n5. Verify snapshot date and legacy-value policy (for BTC test: snapshot date `2025-12-31`, legacy CHF values ignored/null if required).\\n6. Verify holding-level audit logs exist.\\n7. Report “asset/holding count increased: no” when no write was necessary. This is success, not failure, because duplicate prevention is part of the requirement.\\n\\n## Verification discipline\\n\\n- Run Git status and Git-safety before and after real-data runtime operations.\\n- Run targeted tests first, then full suite.\\n- Because `pytest` recreates `.pytest_cache`, remove caches after tests and before the final Git-safety scan.\\n- Final chat report must be aggregate-only: counts, booleans, warnings/errors, git status/safety. No real values.\\n\", \"file_type\": \".md\"}", "tool_call_id": "call_XM5OvOMTklTNOMNLp0ThsPga" }, { "role": "tool", "name": "skill_view", "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"file\": \"references/vue-dashboard-autoload-runtime-operations.md\", \"content\": \"# Vue Dashboard auto-load runtime operations\\n\\nUse this reference for FinanceManager FastAPI + Vue User Mode sprints where the dashboard should start, auto-load local runtime data, and be opened in-browser for the user.\\n\\n## Durable pattern\\n\\n- Keep Vue render read-only and local-first: page mount may call only local FastAPI endpoints; provider refreshes, OpenFIGI/CoinGecko/FMP/Finnhub/etc. must remain explicit click/CLI/scheduled actions.\\n- Add a shared local-status component/read model that shows: FastAPI connected, Runtime DB available, external providers on render = no, last local data fetch.\\n- Add a refresh button that clears local API cache and re-fetches local DTOs; do not make it call provider APIs.\\n- User Mode pages should auto-load their primary local DTOs on mount:\\n - Command Center: overview + top local positions.\\n - Portfolio: asset/platform allocation + top/unvalued positions.\\n - Crypto: aggregate coin rows + detail drawer on row click.\\n - Equity/Cash: local equity DTOs + cash summary, no valuation guessing.\\n - Wallets: aggregate wallet table + wallet detail drawer; no addresses/secrets.\\n - Reports: list existing runtime reports only; do not show fake “generate” controls unless implemented.\\n- Keep provider keys backend/runtime-only. Never introduce `VITE_*` secrets for finance providers.\\n\\n## FastAPI/SQLite/TestClient pitfall\\n\\nFastAPI dependency-injected SQLite connections can cross threads under `TestClient` or async worker execution. If a test injects an in-memory connection or a runtime connection is yielded into request handling, use `sqlite3.connect(..., check_same_thread=False)` for that connection factory or test fixture. Otherwise requests may fail with:\\n\\n`sqlite3.ProgrammingError: SQLite objects created in a thread can only be used in that same thread`\\n\\nKeep this as a threading compatibility fix, not a general excuse to share one mutable connection broadly without request scoping.\\n\\n## Verification recipe\\n\\nRun all of these before commit/push:\\n\\n```bash\\npython -m compileall -q src tests\\npytest -q\\ncd frontend\\nnpm install\\nnpm run test\\nnpm run build\\ncd ..\\ngit diff --check\\n```\\n\\nThen run targeted safety scans that ignore generated caches/artifacts and confirm:\\n\\n- no source/provider secrets in `src`, `tests`, `frontend/src`, docs, or package files;\\n- no secrets in `frontend/dist`;\\n- no tracked `frontend/node_modules`, `frontend/dist`, `.env.local`, SQLite DBs, reports, or runtime files.\\n\\nRemove generated `__pycache__`, `.pytest_cache`, `frontend/dist`, `frontend/node_modules`, and TS build info before staging unless the repo intentionally tracks a generated artifact.\\n\\n## Browser sanity / user-link recipe\\n\\nPreflight before starting services:\\n\\n```bash\\n# Detect stale dashboard processes before they mask the current checkout.\\nss -ltnp '( sport = :8000 or sport = :5173 )' || true\\n\\n# If old uvicorn/node processes are bound to those ports, kill only those PIDs,\\n# then verify the ports are free before restarting.\\n\\n# Frontend dependencies may have been intentionally removed after Git-safety cleanup.\\n# If frontend/node_modules is missing, reinstall from the lockfile before npm run dev.\\ncd frontend\\n[ -d node_modules ] || npm ci\\ncd ..\\n```\\n\\nStart services from the repo using the proven Tailscale-safe pattern:\\n\\n```bash\\n# Backend from repo root\\nsource ~/jarvis_runtime/finance-system/venv/bin/activate\\nexport JARVIS_FINANCE_RUNTIME_DIR=\\\"$HOME/jarvis_runtime/finance-system\\\"\\nunset JARVIS_FINANCE_DB_PATH\\nPYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 127.0.0.1 --port 8000\\n```\\n\\n```bash\\n# Frontend from frontend/ — critical for external/Tailscale clients\\nTS_IP=$(tailscale ip -4 | head -n1)\\nVITE_API_BASE_URL=\\\"http://$TS_IP:5173\\\" npm run dev -- --host 0.0.0.0 --port 5173\\n```\\n\\nWhen giving the user a remote/Tailscale link, do **not** let the built frontend call `http://127.0.0.1:8000` from the user's browser; that points at the user's device, not the server. Either rely on Vite's `/api` proxy by using same-origin `/api` calls, or start Vite with an API base that routes through the externally reachable frontend/proxy URL, for example:\\n\\n```bash\\ncd frontend\\nVITE_API_BASE_URL=http://:5173 npm run dev -- --host 0.0.0.0 --port 5173\\n```\\n\\nIf using `scripts/start_vue_dashboard.sh`, verify whether it actually forwards `VITE_API_BASE_URL`; if not, start the frontend process directly with the env var or patch the script before handing over the link. Do not trust a green `/api/health` curl alone: probe the served dev module or browser state to confirm `import.meta.env.VITE_API_BASE_URL` is the Tailscale origin, e.g. `curl http://:5173/src/api/client.ts | grep VITE_API_BASE_URL`, then browser-verify `FastAPI verbunden: ja` and `Runtime-DB verfügbar: ja`.\\n\\nThis keeps browser API calls on the same externally reachable origin (`http://:5173/api/...`) while Vite proxies them to the local backend on `127.0.0.1:8000`. Never put finance provider secrets into `VITE_*`; this value is only the public API base/origin.\\n\\nCheck readiness locally and through the user-visible route:\\n\\n```bash\\ncurl -fsS http://127.0.0.1:8000/api/health\\ncurl -fsS http://127.0.0.1:5173/ >/dev/null\\ncurl -fsS http://127.0.0.1:5173/api/health\\ncurl -fsS http://:5173/api/health\\n```\\n\\nOpen `http://:5173/` for the user, or `http://127.0.0.1:5173/` only when browsing on the same host, and verify in-browser:\\n\\n- document title is `JARVIS Finance Dashboard`;\\n- `FastAPI verbunden: ja`;\\n- `Runtime-DB verfügbar: ja`;\\n- `Daten geladen` is visible;\\n- no render-time external provider resources appear in browser performance entries (`coingecko`, `openfigi`, `yahoo`, `alphavantage`, etc.).\\n\\nFor row drawers, DOM `click()` can be more reliable than accessibility-row clicks when table rows are deep/truncated in browser snapshots.\\n\\n## Commit/push discipline\\n\\nCommit only after tests, build, scans, and browser sanity. When pushing with the FinanceManager runtime GitHub token, use a temporary authenticated request/header or askpass mechanism, never store a token-bearing remote and never print the token. Verify `git rev-parse HEAD` equals authenticated `git ls-remote origin refs/heads/main` after push.\\n\\n## Background-process hygiene\\n\\nWhen starting backend/frontend through Hermes background processes, keep the session IDs in the user-facing final note so they can be killed later. 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The developer recommended using `search_files` instead of `find`, but `search_files` didn’t catch the hidden files. I’m wondering if it’s an issue with my current path or if I need to adjust my target files. I’ll need to check if that’s the case and make sure I’m looking in the right directories to find what I need.", "finish_reason": "tool_calls", "reasoning_content": "**Finding file paths**\n\nI’m trying to determine how to locate files using the terminal. The developer recommended using `search_files` instead of `find`, but `search_files` didn’t catch the hidden files. I’m wondering if it’s an issue with my current path or if I need to adjust my target files. 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It's important to clarify this to avoid any potential issues down the line!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDL-9QmzHHidpgPJm2RAXEuxFSAFPkclCftTCT_x_Opfs2qHDE6uCqK4cQhSKNGv-zF-qTqrlHQnbdKaPXpOW4WYtwO6NQM8x915DGNCvqRKVZUXcRVyXamTQIVLHaM4KbidhhKjoSs-xjnyIXOo6CpZqR4ziJNu-pBeh3zpPeXz_RStXzmoNAISgmAN7H8Cws4qk3K-dVF_1qR1U0vwu7NXUXsTjR5KW4dR2Mo-PTgiZ_8gjh2cT94XsYthAVQuPEF8FbIBJGAxe6-mMEh1053fouz5To_9v_kVkPkvaFzhMpqujr_Fg0-fJ47n9JunMZ3DJ09wmZdJFQiuOfUJaW61oQ1Ntcm0jXBJAIrjK61nt_oC4gyOjAVg91308eHGNnbL1FP80Kz2pxNtF3RTOFPhpHesrm3ZUfloHk_5dW3lPjAgxSN-oy6FEv590zNfEl6Bpxb62T9IWnOy9Z4sEGEmMdjIfPQxUC1Na2ANNfNx_3xbNduJWbXMtV7cDeauRTkSa8wFFEBn6fcb6F73TKXnnKZRWGhCOzxHNQEXJAg199ddo9UEv6ipcUhhoj5C8Y64sVJSLH6nDsSwUl2cqSfdTQnAAa-wymPuV6Ppy4TcJ3o6VoqO1C30Z15NjlumXPYzgc16xGPNUmwECTXpDQKiCbrn2EtkDR9e8ZUEj1pmRlyLLS1GEHEnJiDYW4kMH6w3qG6hBcluepLOxhEds4aD-EKKZlw1UqZJqxG0iDIxwy5zGXA0ecyd0LmWyE6ThL4YWxc0KJfF64BPLrGYlQQjtNTRtrNJnQ-bchWB1FZBt-vDtTvWajxLPQpgsYaFIW4Aeqi5pYeFcmuJ0A9qRUlqBaYh_YF6zyW1tQaJ8CYX94fQLjsqB72rWwEbe1Fe7qvX74ScFnv7pGhgxV84Ef2_3ZPEqLGN9DxP66L9h2eMzpCNY5uFlU3rZ_gSd5b89Xw_W4fiipDNMdtLAa5oPNsFRRsStGxbB1YVrOrtFIjwSmLjw069oA6uPplr9cnrXlXk5clK8qYWg5sNXPonT4b-gGi-GFKI4027d7ZMZFWnF0_Z9p_rOq5BBtIyJXFN9apVy", "id": "rs_024414885f323340016a0cbfbbd54c8191a8af6b86e9b0cd95", "summary": [ { "type": "summary_text", "text": "**Inspecting frontend files**\n\nI'm thinking about whether the frontend dist is being tracked correctly. Is it dirty, maybe? I should probably remove it later, but is it already being tracked? There are files I need to inspect in the core. I'll make sure to go through them to check their status. It's important to clarify this to avoid any potential issues down the line!" } ] } ], "tool_calls": [ { "id": "call_OBBuwwmatLuIue1hynvIbnvd", "call_id": "call_OBBuwwmatLuIue1hynvIbnvd", "response_item_id": "fc_024414885f323340016a0cbfbf04d88191a227a70d0d48d161", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/crypto_service.py\",\"limit\":250}" } }, { "id": "call_I1Yj0zQtyKESMFTW3XbPGrrP", "call_id": "call_I1Yj0zQtyKESMFTW3XbPGrrP", "response_item_id": "fc_024414885f323340016a0cbfbf04e88191a197b8a9550cfcb7", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/equity_service.py\",\"limit\":250}" } }, { "id": "call_H87zM1jpt7ztpXdnBB5kNKk5", "call_id": "call_H87zM1jpt7ztpXdnBB5kNKk5", "response_item_id": "fc_024414885f323340016a0cbfbf04f081919506c19ba1a4ee93", "type": "function", "function": { "name": "read_file", "arguments": "{\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/cli/main.py\",\"limit\":250}" } } ] }, { "role": "tool", "name": "read_file", "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=\\\"Verlauf anzeigen\\\", enabled=True),\\n 138| ActionItem(label=\\\"Bestand korrigieren\\\", enabled=True),\\n 139| ActionItem(label=\\\"Bestand erhöhen\\\", enabled=True),\\n 140| ActionItem(label=\\\"Bestand reduzieren\\\", enabled=True),\\n 141| ActionItem(label=\\\"Auf 0 setzen\\\", enabled=True),\\n 142| ActionItem(label=\\\"Transfer\\\", enabled=True),\\n 143| ActionItem(label=\\\"Live-Modus später\\\", enabled=False, reason=\\\"Optional vorbereitet; Default aus, kein Persistieren, kein Trading\\\"),\\n 144| ]\\n 145| 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; Preview/Confirm/Audit aktiv für manuelle Crypto-Bestandsaktionen inklusive Transfer; kein Trading.\\\")\\n 146|\\n 147|\\n 148|def list_wallets(conn: Connection) -> list[WalletSummary]:\\n 149| holdings = calculate_crypto_holdings(conn)\\n 150| wallet_rows = conn.execute(\\\"SELECT wallet_id, wallet_name, wallet_type FROM crypto_wallets ORDER BY wallet_name\\\").fetchall()\\n 151| summaries: list[WalletSummary] = []\\n 152| for row in wallet_rows:\\n 153| wallet_id = str(row[\\\"wallet_id\\\"])\\n 154| 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 155| value = Decimal(\\\"0\\\")\\n 156| statuses: list[str] = []\\n 157| for asset_id, quantity in wallet_holdings:\\n 158| price_row = _latest_crypto_price(conn, asset_id)\\n 159| statuses.append(price_row[\\\"quality_status\\\"] if price_row else \\\"missing\\\")\\n 160| value += quantity * dashboard_data.d(price_row[\\\"price\\\"] if price_row else \\\"0\\\")\\n 161| status = \\\"missing\\\" if any(s == \\\"missing\\\" for s in statuses) else (statuses[0] if statuses else \\\"unknown\\\")\\n 162| summaries.append(\\n 163| WalletSummary(\\n 164| wallet_id=wallet_id,\\n 165| name=str(row[\\\"wallet_name\\\"]),\\n 166| wallet_type=str(row[\\\"wallet_type\\\"]),\\n 167| provider=str(row[\\\"wallet_type\\\"] or \\\"\\\"),\\n 168| coin_count=len(wallet_holdings),\\n 169| market_value_chf=optional_decimal_text(value, 2),\\n 170| status=status_label(status),\\n 171| )\\n 172| )\\n 173| return summaries\\n 174|\\n 175|\\n 176|def get_wallet(conn: Connection, wallet_id: str) -> WalletDetail:\\n 177| wallet = next((w for w in list_wallets(conn) if w.wallet_id == wallet_id), None)\\n 178| if wallet is None:\\n 179| raise HTTPException(status_code=404, detail=\\\"Wallet not found\\\")\\n 180| holdings = calculate_crypto_holdings(conn)\\n 181| rows = conn.execute(\\n 182| \\\"\\\"\\\"\\n 183| SELECT a.asset_id, a.coin_name, a.symbol\\n 184| FROM crypto_holdings h\\n 185| JOIN crypto_assets a ON a.asset_id = h.asset_id\\n 186| WHERE h.wallet_id = ?\\n 187| GROUP BY a.asset_id, a.coin_name, a.symbol\\n 188| ORDER BY a.coin_name\\n 189| \\\"\\\"\\\",\\n 190| (wallet_id,),\\n 191| ).fetchall()\\n 192| coins: list[WalletCoin] = []\\n 193| for row in rows:\\n 194| asset_id = str(row[\\\"asset_id\\\"])\\n 195| quantity = holdings.wallet_holdings.get((wallet_id, asset_id))\\n 196| quantity_dec = quantity.quantity if quantity else Decimal(\\\"0\\\")\\n 197| price_row = _latest_crypto_price(conn, asset_id)\\n 198| value = quantity_dec * dashboard_data.d(price_row[\\\"price\\\"] if price_row else \\\"0\\\")\\n 199| coins.append(\\n 200| WalletCoin(\\n 201| asset_id=asset_id,\\n 202| name=str(row[\\\"coin_name\\\"]),\\n 203| symbol=str(row[\\\"symbol\\\"]),\\n 204| quantity=decimal_text(quantity_dec),\\n 205| market_value_chf=optional_decimal_text(value, 2),\\n 206| status=status_label(price_row[\\\"quality_status\\\"] if price_row else \\\"missing\\\"),\\n 207| )\\n 208| )\\n 209| return WalletDetail(**wallet.model_dump(), coins=coins)\\n 210|\", \"total_lines\": 209, \"file_size\": 9690, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_OBBuwwmatLuIue1hynvIbnvd" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from sqlite3 import Connection\\n 4|\\n 5|from fastapi import HTTPException\\n 6|\\n 7|from jarvis_finance.api.schemas.positions import EquityPosition\\n 8|from jarvis_finance.dashboard import data as dashboard_data\\n 9|from jarvis_finance.services.api_helpers import optional_decimal_text, status_label\\n 10|\\n 11|\\n 12|def _asset_class_label(value: object) -> str:\\n 13| raw = str(value or \\\"\\\").lower()\\n 14| if raw == \\\"etf\\\":\\n 15| return \\\"ETF\\\"\\n 16| if raw in {\\\"cash\\\", \\\"geld\\\"}:\\n 17| return \\\"Cash\\\"\\n 18| return \\\"Aktie\\\"\\n 19|\\n 20|\\n 21|def _position_status(row: dict[str, str]) -> str:\\n 22| price_status = str(row.get(\\\"price_status\\\") or \\\"\\\").lower()\\n 23| fx_status = str(row.get(\\\"fx_status\\\") or \\\"\\\").lower()\\n 24| quality = str(row.get(\\\"data_quality_status\\\") or row.get(\\\"valuation_status\\\") or \\\"\\\").lower()\\n 25| warnings = str(row.get(\\\"quality_warnings\\\") or \\\"\\\").lower()\\n 26| if price_status in {\\\"missing\\\", \\\"missing_market_price\\\", \\\"fehlt\\\"}:\\n 27| return \\\"Preis fehlt\\\"\\n 28| if fx_status in {\\\"missing\\\", \\\"missing_fx\\\", \\\"fehlt\\\"}:\\n 29| return \\\"FX fehlt\\\"\\n 30| if \\\"cost_basis_missing\\\" in warnings or dashboard_data.d(row.get(\\\"market_value_chf\\\")) == 0:\\n 31| return \\\"Einstand unvollständig\\\"\\n 32| if price_status == \\\"ok\\\" and fx_status == \\\"ok\\\":\\n 33| return \\\"Bewertet\\\"\\n 34| if quality in {\\\"missing\\\", \\\"incomplete\\\", \\\"partial\\\", \\\"warning\\\"}:\\n 35| return \\\"Einstand unvollständig\\\"\\n 36| return \\\"Bewertet\\\"\\n 37|\\n 38|\\n 39|def list_equity_positions(conn: Connection) -> list[EquityPosition]:\\n 40| positions: list[EquityPosition] = []\\n 41| for row in dashboard_data.get_positions(conn):\\n 42| asset_class = row.get(\\\"asset_class\\\", \\\"\\\").lower()\\n 43| if asset_class not in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"}:\\n 44| continue\\n 45| if row.get(\\\"instrument_status\\\", \\\"\\\").lower() == \\\"inactive\\\":\\n 46| continue\\n 47| position_id = f\\\"{row.get('account_id')}:{row.get('instrument_id')}\\\"\\n 48| market_value = row.get(\\\"market_value_chf\\\")\\n 49| positions.append(\\n 50| EquityPosition(\\n 51| position_id=position_id,\\n 52| name=row.get(\\\"name\\\", \\\"\\\"),\\n 53| ticker=row.get(\\\"ticker\\\", \\\"\\\"),\\n 54| isin=row.get(\\\"isin\\\", \\\"\\\"),\\n 55| account=row.get(\\\"account_name\\\", \\\"\\\"),\\n 56| asset_class=_asset_class_label(asset_class),\\n 57| quantity=optional_decimal_text(row.get(\\\"quantity\\\")) or \\\"0\\\",\\n 58| currency=row.get(\\\"price_currency\\\") or row.get(\\\"currency\\\") or \\\"\\\",\\n 59| price=optional_decimal_text(row.get(\\\"market_price_original\\\")),\\n 60| market_value_chf=None if dashboard_data.d(market_value) == 0 else optional_decimal_text(market_value, 2),\\n 61| status=_position_status(row),\\n 62| )\\n 63| )\\n 64| return positions\\n 65|\\n 66|\\n 67|def get_equity_position(conn: Connection, position_id: str) -> EquityPosition:\\n 68| position = next((p for p in list_equity_positions(conn) if p.position_id == position_id), None)\\n 69| if position is None:\\n 70| raise HTTPException(status_code=404, detail=\\\"Equity position not found\\\")\\n 71| return position\\n 72|\", \"total_lines\": 71, \"file_size\": 2968, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_I1Yj0zQtyKESMFTW3XbPGrrP" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import argparse\\n 4|from decimal import Decimal\\n 5|from pathlib import Path\\n 6|\\n 7|from jarvis_finance.config.settings import ensure_runtime_dirs, load_settings\\n 8|from jarvis_finance.fx.providers import FrankfurterFxProvider, MockFxProvider, TwelveDataFxProvider\\n 9|from jarvis_finance.fx.rates import recheck_transaction_fx_status, update_fx_rates\\n 10|from jarvis_finance.imports.instrument_candidates import qwen_resolve_staged_candidates, stage_docx_candidates\\n 11|from jarvis_finance.market.providers import CoinGeckoClient, refresh_crypto_prices\\n 12|from jarvis_finance.market_data.candidates import CompositePublicLookupProvider, EmptyLookupProvider, dedupe_missing_provider_symbol_alerts, export_mapping_decision_pack, export_mapping_review_template, generate_mapping_candidates, recalculate_candidate_rankings\\n 13|from jarvis_finance.market_data.catalog import prepare_catalog_from_instruments\\n 14|from jarvis_finance.market_data.prices import MockEquityPriceProvider, equity_price_provider_by_name, refresh_market_prices\\n 15|from jarvis_finance.quality.data_quality import check_crypto_data_quality\\n 16|from jarvis_finance.quality.git_safety import assert_safe, scan_path\\n 17|from jarvis_finance.runtime.backup import backup_runtime_db, restore_runtime_db, verify_backup\\n 18|from jarvis_finance.storage.database import connect\\n 19|from jarvis_finance.storage.migrations import apply_migrations, get_schema_version\\n 20|\\n 21|\\n 22|def main(argv: list[str] | None = None) -> int:\\n 23| parser = argparse.ArgumentParser(prog=\\\"finance\\\")\\n 24| sub = parser.add_subparsers(dest=\\\"command\\\", required=True)\\n 25| sub.add_parser(\\\"init-db\\\")\\n 26| sub.add_parser(\\\"migrate\\\")\\n 27| scan = sub.add_parser(\\\"git-safety-scan\\\")\\n 28| scan.add_argument(\\\"path\\\", nargs=\\\"?\\\", default=\\\".\\\")\\n 29| prices = sub.add_parser(\\\"update-crypto-prices\\\")\\n 30| prices.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n 31| prices.add_argument(\\\"--max-age-seconds\\\", type=int, default=3600)\\n 32| prices.add_argument(\\\"--sleep-seconds\\\", type=float, default=0.0)\\n 33| prices.add_argument(\\\"--max-retries\\\", type=int, default=2)\\n 34| prices.add_argument(\\\"--initial-backoff\\\", type=float, default=1.0)\\n 35| prices.add_argument(\\\"--max-backoff\\\", type=float, default=8.0)\\n 36| prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n 37| prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n 38| prices.add_argument(\\\"--only-symbol\\\")\\n 39| prices.add_argument(\\\"--limit\\\", type=int)\\n 40| prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 41| dq = sub.add_parser(\\\"check-data-quality\\\")\\n 42| dq.add_argument(\\\"--scope\\\", choices=[\\\"crypto\\\"], default=\\\"crypto\\\")\\n 43| dq.add_argument(\\\"--resolve-fixed\\\", action=\\\"store_true\\\")\\n 44| dq.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 45| dq.add_argument(\\\"--currency\\\", default=\\\"CHF\\\")\\n 46| dq.add_argument(\\\"--max-age-seconds\\\", type=int, default=86_400)\\n 47| fx = sub.add_parser(\\\"update-fx-rates\\\")\\n 48| fx.add_argument(\\\"--date\\\", dest=\\\"rate_date\\\")\\n 49| fx.add_argument(\\\"--latest\\\", action=\\\"store_true\\\")\\n 50| fx.add_argument(\\\"--missing-only\\\", action=\\\"store_true\\\")\\n 51| fx.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 52| fx.add_argument(\\\"--currency\\\", action=\\\"append\\\", dest=\\\"currencies\\\")\\n 53| fx.add_argument(\\\"--provider\\\", choices=[\\\"frankfurter\\\", \\\"twelvedata\\\", \\\"mock\\\"], default=\\\"frankfurter\\\")\\n 54| fx.add_argument(\\\"--mock-rate\\\", action=\\\"append\\\", default=[], help=\\\"Test-only BASE=RATE, e.g. USD=0.9\\\")\\n 55| fx.add_argument(\\\"--recheck-transactions\\\", action=\\\"store_true\\\")\\n 56| fx.add_argument(\\\"--source-type\\\")\\n 57| market_prices = sub.add_parser(\\\"update-market-prices\\\")\\n 58| market_prices.add_argument(\\\"--asset-class\\\", choices=[\\\"etf\\\", \\\"equity\\\", \\\"stock\\\"], required=True)\\n 59| market_prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n 60| market_prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n 61| market_prices.add_argument(\\\"--only-isin\\\")\\n 62| market_prices.add_argument(\\\"--limit\\\", type=int)\\n 63| market_prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 64| market_prices.add_argument(\\\"--date\\\", dest=\\\"price_date\\\")\\n 65| market_prices.add_argument(\\\"--mock-price\\\", action=\\\"append\\\", default=[], help=\\\"Test-only SYMBOL=PRICE\\\")\\n 66| equity_prices = sub.add_parser(\\\"update-equity-prices\\\")\\n 67| equity_prices.add_argument(\\\"--asset-class\\\", choices=[\\\"etf\\\", \\\"equity\\\", \\\"stock\\\", \\\"all\\\"], default=\\\"all\\\")\\n 68| equity_prices.add_argument(\\\"--only-missing\\\", action=\\\"store_true\\\")\\n 69| equity_prices.add_argument(\\\"--only-stale\\\", action=\\\"store_true\\\")\\n 70| equity_prices.add_argument(\\\"--only-isin\\\")\\n 71| equity_prices.add_argument(\\\"--limit\\\", type=int)\\n 72| equity_prices.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 73| equity_prices.add_argument(\\\"--date\\\", dest=\\\"price_date\\\")\\n 74| equity_prices.add_argument(\\\"--provider\\\", choices=[\\\"auto\\\", \\\"fmp\\\", \\\"twelvedata\\\", \\\"finnhub\\\", \\\"massive\\\", \\\"eodhd\\\", \\\"mock\\\"], default=\\\"auto\\\")\\n 75| equity_prices.add_argument(\\\"--allow-low-volume\\\", action=\\\"store_true\\\", help=\\\"Allow explicit low-volume providers such as EODHD\\\")\\n 76| equity_prices.add_argument(\\\"--mock-price\\\", action=\\\"append\\\", default=[], help=\\\"Test-only SYMBOL=PRICE\\\")\\n 77| catalog = sub.add_parser(\\\"prepare-instrument-catalog\\\")\\n 78| catalog.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n 79| catalog.add_argument(\\\"--limit\\\", type=int)\\n 80| candidates = sub.add_parser(\\\"generate-mapping-candidates\\\")\\n 81| candidates.add_argument(\\\"--source\\\", default=\\\"true_wealth\\\")\\n 82| candidates.add_argument(\\\"--limit\\\", type=int)\\n 83| candidates.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 84| candidates.add_argument(\\\"--public-lookup\\\", action=\\\"store_true\\\")\\n 85| candidates.add_argument(\\\"--export-template\\\", action=\\\"store_true\\\")\\n 86| candidates.add_argument(\\\"--template-path\\\")\\n 87| candidates.add_argument(\\\"--dedupe-missing-provider-alerts\\\", action=\\\"store_true\\\")\\n 88| rank_candidates = sub.add_parser(\\\"rank-mapping-candidates\\\")\\n 89| rank_candidates.add_argument(\\\"--export-decision-pack\\\", action=\\\"store_true\\\")\\n 90| rank_candidates.add_argument(\\\"--decision-pack-path\\\")\\n 91| rank_candidates.add_argument(\\\"--top-n\\\", type=int, default=5)\\n 92| q = sub.add_parser(\\\"stage-instrument-candidates\\\")\\n 93| q.add_argument(\\\"files\\\", nargs=\\\"+\\\", help=\\\"Broker DOCX files outside git repo\\\")\\n 94| q.add_argument(\\\"--qwen\\\", action=\\\"store_true\\\")\\n 95| q.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 96| q.add_argument(\\\"--allow-repo-files\\\", action=\\\"store_true\\\")\\n 97| qr = sub.add_parser(\\\"qwen-resolve-instrument-candidates\\\")\\n 98| qr.add_argument(\\\"--endpoint\\\", default=\\\"http://100.101.173.25:11435/v1\\\")\\n 99| qr.add_argument(\\\"--model\\\", default=\\\"qwen-3.6-agent\\\")\\n 100| qr.add_argument(\\\"--limit\\\", type=int)\\n 101| qr.add_argument(\\\"--dry-run\\\", action=\\\"store_true\\\")\\n 102| qr.add_argument(\\\"--timeout\\\", type=int, default=45)\\n 103| sub.add_parser(\\\"backup-runtime-db\\\")\\n 104| restore = sub.add_parser(\\\"restore-runtime-db\\\")\\n 105| restore.add_argument(\\\"--from\\\", dest=\\\"backup_file\\\", required=True)\\n 106| restore.add_argument(\\\"--yes\\\", action=\\\"store_true\\\")\\n 107| verify = sub.add_parser(\\\"verify-backup\\\")\\n 108| verify.add_argument(\\\"--file\\\", required=True)\\n 109| args = parser.parse_args(argv)\\n 110|\\n 111| if args.command in {\\\"init-db\\\", \\\"migrate\\\"}:\\n 112| settings = load_settings()\\n 113| ensure_runtime_dirs(settings)\\n 114| conn = connect(settings.db_path)\\n 115| apply_migrations(conn)\\n 116| print(f\\\"SCHEMA_VERSION={get_schema_version(conn)}\\\")\\n 117| return 0\\n 118| if args.command == \\\"git-safety-scan\\\":\\n 119| findings = scan_path(Path(args.path))\\n 120| if findings:\\n 121| for finding in findings:\\n 122| print(f\\\"{finding.path}: {finding.reason}\\\")\\n 123| return 1\\n 124| assert_safe(Path(args.path))\\n 125| print(\\\"GIT_SAFETY_OK\\\")\\n 126| return 0\\n 127| if args.command == \\\"update-crypto-prices\\\":\\n 128| settings = load_settings()\\n 129| ensure_runtime_dirs(settings)\\n 130| conn = connect(settings.db_path)\\n 131| try:\\n 132| apply_migrations(conn)\\n 133| result = refresh_crypto_prices(\\n 134| conn,\\n 135| provider=CoinGeckoClient(\\n 136| max_retries=args.max_retries,\\n 137| initial_backoff_seconds=args.initial_backoff,\\n 138| max_backoff_seconds=args.max_backoff,\\n 139| ),\\n 140| currency=args.currency,\\n 141| max_age_seconds=args.max_age_seconds,\\n 142| only_missing=args.only_missing,\\n 143| only_stale=args.only_stale,\\n 144| only_symbol=args.only_symbol,\\n 145| limit=args.limit,\\n 146| dry_run=args.dry_run,\\n 147| sleep_seconds=args.sleep_seconds,\\n 148| )\\n 149| print(\\n 150| \\\"CRYPTO_PRICE_UPDATE \\\"\\n 151| f\\\"currency={result.currency} total_assets={result.total_assets} \\\"\\n 152| f\\\"updated={result.updated_count} cached={result.cached_count} \\\"\\n 153| f\\\"skipped={result.skipped_count} stale={result.stale_count} \\\"\\n 154| f\\\"warnings={result.warning_count} errors={result.error_count} \\\"\\n 155| f\\\"assets_still_missing_local_price={result.missing_local_price_count} \\\"\\n 156| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 157| )\\n 158| return 1 if result.error_count else 0\\n 159| finally:\\n 160| conn.close()\\n 161| if args.command == \\\"update-fx-rates\\\":\\n 162| settings = load_settings()\\n 163| ensure_runtime_dirs(settings)\\n 164| conn = connect(settings.db_path)\\n 165| try:\\n 166| apply_migrations(conn)\\n 167| if args.recheck_transactions:\\n 168| result = recheck_transaction_fx_status(conn, source_type=args.source_type, dry_run=args.dry_run)\\n 169| print(\\n 170| \\\"FX_RECHECK \\\"\\n 171| f\\\"transactions={result.transaction_count} chf_positions={result.chf_positions} \\\"\\n 172| f\\\"foreign_currency_positions={result.foreign_currency_positions} \\\"\\n 173| f\\\"justified_missing_fx_alerts={result.justified_missing_fx_alerts} \\\"\\n 174| f\\\"false_positive_missing_fx_alerts={result.false_positive_missing_fx_alerts} \\\"\\n 175| f\\\"corrected_transactions={result.corrected_transactions} resolved_alerts={result.resolved_alerts} \\\"\\n 176| f\\\"audit_events={result.audit_events} dry_run={str(result.dry_run).lower()}\\\"\\n 177| )\\n 178| return 0\\n 179| if not args.rate_date and not args.latest:\\n 180| parser.error(\\\"update-fx-rates requires --date or --latest unless --recheck-transactions is used\\\")\\n 181| mock_rates: dict[tuple[str, str, str], Decimal | None] = {}\\n 182| for item in args.mock_rate:\\n 183| base, rate = item.split(\\\"=\\\", 1)\\n 184| mock_rates[(base.upper(), \\\"CHF\\\", args.rate_date or \\\"latest\\\")] = Decimal(rate)\\n 185| currencies = args.currencies or sorted({r[\\\"currency_original\\\"] for r in conn.execute(\\\"SELECT DISTINCT currency_original FROM transactions WHERE currency_original IS NOT NULL\\\").fetchall()})\\n 186| if args.mock_rate or args.provider == \\\"mock\\\":\\n 187| provider = MockFxProvider(mock_rates)\\n 188| elif args.provider == \\\"twelvedata\\\":\\n 189| provider = TwelveDataFxProvider()\\n 190| else:\\n 191| provider = FrankfurterFxProvider()\\n 192| result = update_fx_rates(conn, provider=provider, currencies=currencies, rate_date=args.rate_date or \\\"latest\\\", latest=args.latest, missing_only=args.missing_only, dry_run=args.dry_run)\\n 193| print(\\n 194| \\\"FX_RATE_UPDATE \\\"\\n 195| f\\\"updated={result.updated_count} cached={result.cached_count} skipped={result.skipped_count} \\\"\\n 196| f\\\"warnings={result.warning_count} errors={result.error_count} resolved_alerts={result.resolved_alerts} \\\"\\n 197| f\\\"dry_run={str(result.dry_run).lower()}\\\"\\n 198| )\\n 199| return 1 if result.error_count else 0\\n 200| finally:\\n 201| conn.close()\\n 202| if args.command in {\\\"update-market-prices\\\", \\\"update-equity-prices\\\"}:\\n 203| settings = load_settings()\\n 204| ensure_runtime_dirs(settings)\\n 205| conn = connect(settings.db_path)\\n 206| try:\\n 207| apply_migrations(conn)\\n 208| prices = {}\\n 209| for item in args.mock_price:\\n 210| symbol, price = item.split(\\\"=\\\", 1)\\n 211| prices[symbol.upper()] = Decimal(price)\\n 212| if args.command == \\\"update-market-prices\\\":\\n 213| provider = MockEquityPriceProvider(prices)\\n 214| elif prices or args.provider == \\\"mock\\\":\\n 215| provider = MockEquityPriceProvider(prices)\\n 216| elif args.provider == \\\"eodhd\\\" and not args.allow_low_volume:\\n 217| parser.error(\\\"EODHD is low-volume; pass --provider eodhd --allow-low-volume explicitly\\\")\\n 218| else:\\n 219| provider = equity_price_provider_by_name(args.provider)\\n 220| asset_classes = [\\\"stock\\\", \\\"etf\\\"] if args.command == \\\"update-equity-prices\\\" and args.asset_class == \\\"all\\\" else [\\\"stock\\\" if args.asset_class == \\\"equity\\\" else args.asset_class]\\n 221| totals = []\\n 222| exit_code = 0\\n 223| for asset_class in asset_classes:\\n 224| result = refresh_market_prices(\\n 225| conn,\\n 226| provider=provider,\\n 227| asset_class=asset_class,\\n 228| price_date=args.price_date,\\n 229| only_missing=args.only_missing,\\n 230| only_stale=args.only_stale,\\n 231| only_isin=args.only_isin,\\n 232| limit=args.limit,\\n 233| dry_run=args.dry_run,\\n 234| )\\n 235| totals.append(result)\\n 236| exit_code = max(exit_code, 1 if result.error_count else 0)\\n 237| print(\\n 238| (\\\"EQUITY_PRICE_UPDATE \\\" if args.command == \\\"update-equity-prices\\\" else \\\"MARKET_PRICE_UPDATE \\\")\\n 239| + f\\\"asset_class={result.asset_class} total_mappings={result.total_mappings} updated={result.updated_count} \\\"\\n 240| f\\\"cached={result.cached_count} skipped={result.skipped_count} stale={result.stale_count} \\\"\\n 241| f\\\"warnings={result.warning_count} errors={result.error_count} dry_run={str(result.dry_run).lower()}\\\"\\n 242| )\\n 243| return exit_code\\n 244| finally:\\n 245| conn.close()\\n 246| if args.command == \\\"prepare-instrument-catalog\\\":\\n 247| settings = load_settings()\\n 248| ensure_runtime_dirs(settings)\\n 249| conn = connect(settings.db_path)\\n 250| try:\\n 251|\", \"total_lines\": 452, \"file_size\": 24906, \"truncated\": true, \"hint\": \"Use offset=251 to continue reading (showing 1-250 of 452 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_H87zM1jpt7ztpXdnBB5kNKk5" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": 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"response_item_id": "fc_0c7047724ce5e1aa016a0cbfc4b3748191ba4e14c677d32ae5", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":250,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py\"}" } } ] }, { "role": "tool", "name": "search_files", "content": "{\"total_count\": 0}", "tool_call_id": "call_x6su8f7Oa43CiPiY1LzGTgNz" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import json\\n 4|import time\\n 5|import urllib.error\\n 6|import urllib.parse\\n 7|import urllib.request\\n 8|from dataclasses import dataclass, field\\n 9|from datetime import datetime, timezone\\n 10|from decimal import Decimal, InvalidOperation\\n 11|from sqlite3 import Connection\\n 12|from typing import Protocol, Sequence\\n 13|\\n 14|from jarvis_finance.imports.common import stable_id, utc_now\\n 15|from jarvis_finance.quality.alerts import create_alert\\n 16|from jarvis_finance.quality.data_quality import resolve_fixed_crypto_price_alerts\\n 17|\\n 18|\\n 19|@dataclass(frozen=True)\\n 20|class PriceQuote:\\n 21| coingecko_id: str\\n 22| currency: str\\n 23| price: Decimal | None\\n 24| provider: str = \\\"CoinGecko\\\"\\n 25| provider_timestamp: str | None = None\\n 26| quality_status: str = \\\"fresh\\\"\\n 27| error_message: str | None = None\\n 28|\\n 29|\\n 30|@dataclass\\n 31|class PriceRefreshResult:\\n 32| currency: str\\n 33| total_assets: int = 0\\n 34| updated_count: int = 0\\n 35| skipped_count: int = 0\\n 36| cached_count: int = 0\\n 37| stale_count: int = 0\\n 38| warning_count: int = 0\\n 39| error_count: int = 0\\n 40| missing_local_price_count: int = 0\\n 41| dry_run: bool = False\\n 42| written_price_ids: list[str] = field(default_factory=list)\\n 43| warnings: list[str] = field(default_factory=list)\\n 44| errors: list[str] = field(default_factory=list)\\n 45|\\n 46| @property\\n 47| def success_count(self) -> int: # backward-compatible name used by older tests/callers\\n 48| return self.updated_count\\n 49|\\n 50|\\n 51|class MarketDataProvider(Protocol):\\n 52| def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote: ...\\n 53|\\n 54|\\n 55|class BatchMarketDataProvider(MarketDataProvider, Protocol):\\n 56| def get_crypto_prices(self, coingecko_ids: Sequence[str], currency: str = \\\"CHF\\\") -> dict[str, PriceQuote]: ...\\n 57|\\n 58|\\n 59|class ProviderRateLimitError(RuntimeError):\\n 60| pass\\n 61|\\n 62|\\n 63|class ProviderFetchError(RuntimeError):\\n 64| pass\\n 65|\\n 66|\\n 67|class CoinGeckoClient:\\n 68| def __init__(self, *, base_url: str = \\\"https://api.coingecko.com/api/v3\\\", max_retries: int = 2, initial_backoff_seconds: float = 1.0, max_backoff_seconds: float = 8.0, opener=None, sleeper=time.sleep) -> None:\\n 69| self.base_url = base_url.rstrip(\\\"/\\\")\\n 70| self.max_retries = max_retries\\n 71| self.initial_backoff_seconds = initial_backoff_seconds\\n 72| self.max_backoff_seconds = max_backoff_seconds\\n 73| self.opener = opener or urllib.request.urlopen\\n 74| self.sleeper = sleeper\\n 75|\\n 76| def get_crypto_price(self, coingecko_id: str, currency: str = \\\"CHF\\\") -> PriceQuote:\\n 77| return self.get_crypto_prices([coingecko_id], currency).get(\\n 78| coingecko_id,\\n 79| PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\"),\\n 80| )\\n 81|\\n 82| def get_crypto_prices(self, coingecko_ids: Sequence[str], currency: str = \\\"CHF\\\") -> dict[str, PriceQuote]:\\n 83| ids = [cid for cid in dict.fromkeys(coingecko_ids) if cid]\\n 84| cur = currency.lower()\\n 85| if not ids:\\n 86| return {}\\n 87| query = urllib.parse.urlencode({\\\"ids\\\": \\\",\\\".join(ids), \\\"vs_currencies\\\": cur, \\\"include_last_updated_at\\\": \\\"true\\\"})\\n 88| url = f\\\"{self.base_url}/simple/price?{query}\\\"\\n 89| delay = self.initial_backoff_seconds\\n 90| last_error: str | None = None\\n 91| for attempt in range(self.max_retries + 1):\\n 92| try:\\n 93| with self.opener(url, timeout=20) as resp:\\n 94| payload = json.loads(resp.read().decode(\\\"utf-8\\\"))\\n 95| return {coingecko_id: self._quote_from_payload(coingecko_id, currency, payload.get(coingecko_id) or {}) for coingecko_id in ids}\\n 96| except urllib.error.HTTPError as exc:\\n 97| last_error = f\\\"HTTP {exc.code}\\\"\\n 98| if exc.code == 429 and attempt < self.max_retries:\\n 99| self.sleeper(min(delay, self.max_backoff_seconds))\\n 100| delay *= 2\\n 101| continue\\n 102| status = \\\"stale\\\" if exc.code == 429 else \\\"error\\\"\\n 103| return {cid: PriceQuote(cid, currency.upper(), None, quality_status=status, error_message=last_error) for cid in ids}\\n 104| except Exception as exc: # network skeleton must not crash dashboard jobs\\n 105| last_error = str(exc)\\n 106| if attempt < self.max_retries:\\n 107| self.sleeper(min(delay, self.max_backoff_seconds))\\n 108| delay *= 2\\n 109| continue\\n 110| return {cid: PriceQuote(cid, currency.upper(), None, quality_status=\\\"error\\\", error_message=last_error) for cid in ids}\\n 111| return {cid: PriceQuote(cid, currency.upper(), None, quality_status=\\\"error\\\", error_message=last_error) for cid in ids}\\n 112|\\n 113| @staticmethod\\n 114| def _quote_from_payload(coingecko_id: str, currency: str, data: dict) -> PriceQuote:\\n 115| cur = currency.lower()\\n 116| value = data.get(cur)\\n 117| if value is None:\\n 118| return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\")\\n 119| try:\\n 120| price = Decimal(str(value))\\n 121| except InvalidOperation:\\n 122| return PriceQuote(coingecko_id, currency.upper(), None, quality_status=\\\"error\\\", error_message=\\\"invalid price\\\")\\n 123| ts = data.get(\\\"last_updated_at\\\")\\n 124| provider_ts = None\\n 125| if ts:\\n 126| try:\\n 127| provider_ts = datetime.fromtimestamp(int(ts), tz=timezone.utc).isoformat()\\n 128| except (TypeError, ValueError):\\n 129| provider_ts = str(ts)\\n 130| return PriceQuote(coingecko_id, currency.upper(), price, provider_timestamp=provider_ts)\\n 131|\\n 132|\\n 133|def _parse_dt(value: str | None) -> datetime | None:\\n 134| if not value:\\n 135| return None\\n 136| try:\\n 137| dt = datetime.fromisoformat(value.replace(\\\"Z\\\", \\\"+00:00\\\"))\\n 138| except ValueError:\\n 139| return None\\n 140| return dt if dt.tzinfo else dt.replace(tzinfo=timezone.utc)\\n 141|\\n 142|\\n 143|def is_price_stale(timestamp: str | None, *, max_age_seconds: int = 86_400) -> bool:\\n 144| dt = _parse_dt(timestamp)\\n 145| if dt is None:\\n 146| return True\\n 147| return (datetime.now(timezone.utc) - dt).total_seconds() > max_age_seconds\\n 148|\\n 149|\\n 150|def latest_crypto_price_row(conn: Connection, asset_id: str, currency: str = \\\"CHF\\\"):\\n 151| return conn.execute(\\n 152| \\\"\\\"\\\"\\n 153| SELECT * FROM crypto_prices\\n 154| WHERE asset_id=? AND price_currency=?\\n 155| ORDER BY COALESCE(provider_timestamp, fetched_at, '') DESC, fetched_at DESC\\n 156| LIMIT 1\\n 157| \\\"\\\"\\\",\\n 158| (asset_id, currency.upper()),\\n 159| ).fetchone()\\n 160|\\n 161|\\n 162|def store_crypto_price(conn: Connection, *, asset_id: str, quote: PriceQuote) -> str:\\n 163| now = utc_now()\\n 164| price_id = stable_id(\\\"cryptoprice\\\", asset_id, quote.coingecko_id, quote.currency, quote.provider, now)\\n 165| conn.execute(\\n 166| \\\"\\\"\\\"\\n 167| INSERT INTO crypto_prices(crypto_price_id, asset_id, coingecko_id, price_currency, price, provider, provider_timestamp, fetched_at, quality_status, error_message)\\n 168| VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 169| \\\"\\\"\\\",\\n 170| (price_id, asset_id, quote.coingecko_id, quote.currency.upper(), format(quote.price, \\\"f\\\") if quote.price is not None else \\\"\\\", quote.provider, quote.provider_timestamp, now, quote.quality_status, quote.error_message),\\n 171| )\\n 172| if quote.quality_status in {\\\"missing\\\", \\\"stale\\\", \\\"error\\\", \\\"conflict\\\"}:\\n 173| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id, rule_id=f\\\"crypto_price_{quote.quality_status}\\\", message=f\\\"Crypto price quality is {quote.quality_status}.\\\", evidence={\\\"coingecko_id\\\": quote.coingecko_id, \\\"currency\\\": quote.currency, \\\"error\\\": quote.error_message})\\n 174| conn.commit()\\n 175| return price_id\\n 176|\\n 177|\\n 178|def _create_missing_local_price_alert(conn: Connection, *, asset_id: str, symbol: str | None, coingecko_id: str | None, currency: str) -> None:\\n 179| create_alert(\\n 180| conn,\\n 181| priority=\\\"warnung\\\",\\n 182| category=\\\"market_data\\\",\\n 183| entity_type=\\\"crypto_asset\\\",\\n 184| entity_id=asset_id,\\n 185| rule_id=\\\"crypto_price_missing_local\\\",\\n 186| message=\\\"Crypto asset has no fresh local price after refresh.\\\",\\n 187| evidence={\\\"symbol\\\": symbol, \\\"coingecko_id\\\": coingecko_id, \\\"currency\\\": currency},\\n 188| fingerprint=f\\\"crypto_price_missing_local:{currency}\\\",\\n 189| )\\n 190|\\n 191|\\n 192|def _has_fresh_local_price(conn: Connection, asset_id: str, currency: str, max_age_seconds: int) -> bool:\\n 193| latest = latest_crypto_price_row(conn, asset_id, currency)\\n 194| return bool(latest and latest[\\\"quality_status\\\"] == \\\"fresh\\\" and not is_price_stale(latest[\\\"fetched_at\\\"], max_age_seconds=max_age_seconds))\\n 195|\\n 196|\\n 197|def _filter_assets(conn: Connection, *, currency: str, max_age_seconds: int, only_missing: bool, only_stale: bool, only_symbol: str | None, limit: int | None):\\n 198| assets = conn.execute(\\\"SELECT asset_id, coingecko_id, symbol FROM crypto_assets WHERE is_active=1 ORDER BY symbol\\\").fetchall()\\n 199| filtered = []\\n 200| wanted_symbol = only_symbol.upper() if only_symbol else None\\n 201| for asset in assets:\\n 202| if wanted_symbol and (asset[\\\"symbol\\\"] or \\\"\\\").upper() != wanted_symbol:\\n 203| continue\\n 204| latest = latest_crypto_price_row(conn, asset[\\\"asset_id\\\"], currency)\\n 205| has_any = latest is not None and latest[\\\"price\\\"] not in (None, \\\"\\\") and latest[\\\"quality_status\\\"] == \\\"fresh\\\"\\n 206| is_fresh = bool(latest and latest[\\\"quality_status\\\"] == \\\"fresh\\\" and not is_price_stale(latest[\\\"fetched_at\\\"], max_age_seconds=max_age_seconds))\\n 207| is_stale = bool(latest and latest[\\\"quality_status\\\"] == \\\"fresh\\\" and is_price_stale(latest[\\\"fetched_at\\\"], max_age_seconds=max_age_seconds))\\n 208| if only_missing and has_any:\\n 209| continue\\n 210| if only_stale and not is_stale:\\n 211| continue\\n 212| filtered.append(asset)\\n 213| if limit is not None and len(filtered) >= limit:\\n 214| break\\n 215| return assets, filtered\\n 216|\\n 217|\\n 218|def _provider_get_batch(provider: MarketDataProvider, coingecko_ids: Sequence[str], currency: str) -> dict[str, PriceQuote]:\\n 219| if hasattr(provider, \\\"get_crypto_prices\\\"):\\n 220| return provider.get_crypto_prices(coingecko_ids, currency) # type: ignore[attr-defined]\\n 221| return {cid: provider.get_crypto_price(cid, currency) for cid in coingecko_ids}\\n 222|\\n 223|\\n 224|def refresh_crypto_prices(\\n 225| conn: Connection,\\n 226| *,\\n 227| provider: MarketDataProvider,\\n 228| currency: str = \\\"CHF\\\",\\n 229| max_age_seconds: int = 3600,\\n 230| only_missing: bool = False,\\n 231| only_stale: bool = False,\\n 232| only_symbol: str | None = None,\\n 233| limit: int | None = None,\\n 234| dry_run: bool = False,\\n 235| sleep_seconds: float = 0.0,\\n 236| batch_size: int = 100,\\n 237|) -> PriceRefreshResult:\\n 238| currency = currency.upper()\\n 239| result = PriceRefreshResult(currency=currency, dry_run=dry_run)\\n 240| all_assets, assets = _filter_assets(conn, currency=currency, max_age_seconds=max_age_seconds, only_missing=only_missing, only_stale=only_stale, only_symbol=only_symbol, limit=limit)\\n 241| result.total_assets = len(all_assets)\\n 242| if only_missing or only_stale or only_symbol or limit is not None:\\n 243| result.skipped_count += max(0, len(all_assets) - len(assets))\\n 244|\\n 245| request_assets = []\\n 246| for asset in assets:\\n 247| asset_id = asset[\\\"asset_id\\\"]\\n 248| if not asset[\\\"coingecko_id\\\"]:\\n 249| if not dry_run:\\n 250| create_alert(conn, priority=\\\"warnung\\\", category=\\\"crypto\\\", entity_type=\\\"crypto_asset\\\", entity_id=asset_id, rule_id=\\\"missing_coingecko_id\\\", message=\\\"Crypto asset has no CoinGecko ID; price refresh skipped.\\\", evidence={\\\"symbol\\\": asset[\\\"symbol\\\"]}, fingerprint=\\\"missing_coingecko_id\\\")\\n 251|\", \"total_lines\": 306, \"file_size\": 14623, \"truncated\": true, \"hint\": \"Use offset=251 to continue reading (showing 1-250 of 306 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_HkOScRHRroJQ27tGk8W5904c" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from dataclasses import dataclass, field\\n 4|from decimal import Decimal, InvalidOperation\\n 5|from sqlite3 import Connection\\n 6|from typing import Protocol\\n 7|from urllib import error, parse, request\\n 8|import json\\n 9|\\n 10|from jarvis_finance.imports.common import stable_id, utc_now\\n 11|from jarvis_finance.market_data.catalog import _runtime_secret_value\\n 12|from jarvis_finance.market_data.instruments import resolve_instrument_alerts, update_instrument_metadata\\n 13|from jarvis_finance.quality.alerts import create_alert\\n 14|\\n 15|\\n 16|@dataclass(frozen=True)\\n 17|class EquityPriceQuote:\\n 18| provider_symbol: str\\n 19| currency: str\\n 20| close: Decimal | None\\n 21| provider: str = \\\"mock\\\"\\n 22| provider_market: str | None = None\\n 23| price_timestamp: str | None = None\\n 24| adjusted_close: Decimal | None = None\\n 25| quality_status: str = \\\"fresh\\\"\\n 26| error_message: str | None = None\\n 27|\\n 28|\\n 29|@dataclass\\n 30|class MarketPriceRefreshResult:\\n 31| asset_class: str\\n 32| total_mappings: int = 0\\n 33| updated_count: int = 0\\n 34| skipped_count: int = 0\\n 35| excluded_count: int = 0\\n 36| cached_count: int = 0\\n 37| stale_count: int = 0\\n 38| warning_count: int = 0\\n 39| error_count: int = 0\\n 40| dry_run: bool = False\\n 41| warnings: list[str] = field(default_factory=list)\\n 42| errors: list[str] = field(default_factory=list)\\n 43|\\n 44|\\n 45|class EquityPriceProvider(Protocol):\\n 46| name: str\\n 47| def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote: ...\\n 48|\\n 49|\\n 50|class MockEquityPriceProvider:\\n 51| name = \\\"mock\\\"\\n 52|\\n 53| def __init__(self, prices: dict[str, Decimal | str | None], *, currency: str = \\\"USD\\\", timestamps: dict[str, str] | None = None) -> None:\\n 54| self.prices = {k: (Decimal(str(v)) if v is not None else None) for k, v in prices.items()}\\n 55| self.currency = currency.upper()\\n 56| self.timestamps = timestamps or {}\\n 57|\\n 58| def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n 59| if provider_symbol not in self.prices or self.prices[provider_symbol] is None:\\n 60| return EquityPriceQuote(provider_symbol=provider_symbol, currency=self.currency, close=None, quality_status=\\\"missing\\\", error_message=\\\"price missing\\\", provider=self.name)\\n 61| return EquityPriceQuote(provider_symbol=provider_symbol, currency=self.currency, close=self.prices[provider_symbol], price_timestamp=self.timestamps.get(provider_symbol), provider=self.name)\\n 62|\\n 63|\\n 64|class FmpEquityPriceProvider:\\n 65| name = \\\"fmp\\\"\\n 66|\\n 67| def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:\\n 68| self.api_key = api_key or _runtime_secret_value((\\\"FMP_API_KEY\\\", \\\"FINANCIAL_MODELING_PREP_API_KEY\\\", \\\"JARVIS_FMP_API_KEY\\\"))\\n 69| self.timeout_seconds = timeout_seconds\\n 70|\\n 71| def _get_json(self, path: str, params: dict[str, str]) -> object:\\n 72| if not self.api_key:\\n 73| raise RuntimeError(\\\"fmp_api_key_missing\\\")\\n 74| path = path if path.startswith(\\\"/\\\") else \\\"/\\\" + path\\n 75| url = \\\"https://financialmodelingprep.com\\\" + path + \\\"?\\\" + parse.urlencode({**params, \\\"apikey\\\": self.api_key})\\n 76| req = request.Request(url, headers={\\\"Accept\\\": \\\"application/json\\\"})\\n 77| try:\\n 78| with request.urlopen(req, timeout=self.timeout_seconds) as response: # noqa: S310 - explicit user-triggered provider lookup\\n 79| return json.loads(response.read().decode(\\\"utf-8\\\"))\\n 80| except error.HTTPError as exc:\\n 81| if exc.code in {401, 403}:\\n 82| raise RuntimeError(\\\"fmp_auth_failed\\\") from exc\\n 83| if exc.code == 402:\\n 84| raise RuntimeError(\\\"fmp_endpoint_restricted\\\") from exc\\n 85| if exc.code == 429:\\n 86| raise RuntimeError(\\\"fmp_rate_limited\\\") from exc\\n 87| raise RuntimeError(\\\"fmp_provider_error\\\") from exc\\n 88| except error.URLError as exc:\\n 89| raise RuntimeError(\\\"fmp_network_error\\\") from exc\\n 90|\\n 91| def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n 92| symbol = (provider_symbol or \\\"\\\").strip().upper()\\n 93| if not symbol:\\n 94| return EquityPriceQuote(provider_symbol=symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=\\\"provider_symbol_missing\\\")\\n 95| try:\\n 96| payload = self._get_json(\\\"/stable/profile\\\", {\\\"symbol\\\": symbol})\\n 97| except RuntimeError as exc:\\n 98| return EquityPriceQuote(provider_symbol=symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=str(exc))\\n 99| row = payload[0] if isinstance(payload, list) and payload and isinstance(payload[0], dict) else payload if isinstance(payload, dict) else {}\\n 100| if isinstance(row.get(\\\"data\\\"), list) and row[\\\"data\\\"] and isinstance(row[\\\"data\\\"][0], dict):\\n 101| row = row[\\\"data\\\"][0]\\n 102| price = row.get(\\\"price\\\") or row.get(\\\"lastPrice\\\")\\n 103| try:\\n 104| close = Decimal(str(price)) if price not in {None, \\\"\\\"} else None\\n 105| except (InvalidOperation, ValueError):\\n 106| close = None\\n 107| if close is None or close <= 0:\\n 108| return EquityPriceQuote(provider_symbol=symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=\\\"price_missing\\\")\\n 109| currency = str(row.get(\\\"currency\\\") or row.get(\\\"priceCurrency\\\") or \\\"\\\").upper()\\n 110| return EquityPriceQuote(provider_symbol=symbol, currency=currency or \\\"USD\\\", close=close, provider=self.name, price_timestamp=utc_now(), quality_status=\\\"fresh\\\")\\n 111|\\n 112|\\n 113|class _HttpEquityPriceProvider:\\n 114| name = \\\"provider\\\"\\n 115| api_key_env: tuple[str, ...] = ()\\n 116|\\n 117| def __init__(self, *, api_key: str | None = None, timeout_seconds: float = 8.0) -> None:\\n 118| self.api_key = api_key or _runtime_secret_value(self.api_key_env)\\n 119| self.timeout_seconds = timeout_seconds\\n 120|\\n 121| def _json_url(self, url: str, *, headers: dict[str, str] | None = None) -> object:\\n 122| req = request.Request(url, headers=headers or {\\\"Accept\\\": \\\"application/json\\\"})\\n 123| try:\\n 124| with request.urlopen(req, timeout=self.timeout_seconds) as response: # noqa: S310 - explicit CLI/user provider lookup\\n 125| return json.loads(response.read().decode(\\\"utf-8\\\"))\\n 126| except error.HTTPError as exc:\\n 127| if exc.code in {401, 403}:\\n 128| raise RuntimeError(f\\\"{self.name}_auth_failed\\\") from exc\\n 129| if exc.code == 402:\\n 130| raise RuntimeError(f\\\"{self.name}_endpoint_restricted\\\") from exc\\n 131| if exc.code == 429:\\n 132| raise RuntimeError(f\\\"{self.name}_rate_limited\\\") from exc\\n 133| raise RuntimeError(f\\\"{self.name}_provider_error\\\") from exc\\n 134| except error.URLError as exc:\\n 135| raise RuntimeError(f\\\"{self.name}_network_error\\\") from exc\\n 136|\\n 137| @staticmethod\\n 138| def _decimal_price(value: object) -> Decimal | None:\\n 139| try:\\n 140| price = Decimal(str(value)) if value not in {None, \\\"\\\"} else None\\n 141| except (InvalidOperation, ValueError):\\n 142| return None\\n 143| return price if price is not None and price > 0 else None\\n 144|\\n 145| def _missing(self, symbol: str, message: str) -> EquityPriceQuote:\\n 146| return EquityPriceQuote(provider_symbol=symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=message)\\n 147|\\n 148|\\n 149|class FinnhubEquityPriceProvider(_HttpEquityPriceProvider):\\n 150| name = \\\"finnhub\\\"\\n 151| api_key_env = (\\\"FINNHUB_API_KEY\\\", \\\"JARVIS_FINNHUB_API_KEY\\\")\\n 152|\\n 153| def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n 154| symbol = (provider_symbol or \\\"\\\").strip().upper()\\n 155| if not symbol:\\n 156| return self._missing(symbol, \\\"provider_symbol_missing\\\")\\n 157| if not self.api_key:\\n 158| return self._missing(symbol, \\\"finnhub_api_key_missing\\\")\\n 159| try:\\n 160| payload = self._json_url(\\\"https://finnhub.io/api/v1/quote?\\\" + parse.urlencode({\\\"symbol\\\": symbol, \\\"token\\\": self.api_key}))\\n 161| profile = self._json_url(\\\"https://finnhub.io/api/v1/stock/profile2?\\\" + parse.urlencode({\\\"symbol\\\": symbol, \\\"token\\\": self.api_key}))\\n 162| except RuntimeError as exc:\\n 163| return self._missing(symbol, str(exc))\\n 164| row = payload if isinstance(payload, dict) else {}\\n 165| price = self._decimal_price(row.get(\\\"c\\\") or row.get(\\\"pc\\\"))\\n 166| if price is None:\\n 167| return self._missing(symbol, \\\"price_missing\\\")\\n 168| currency = str(profile.get(\\\"currency\\\") or \\\"USD\\\").upper() if isinstance(profile, dict) else \\\"USD\\\"\\n 169| return EquityPriceQuote(provider_symbol=symbol, currency=currency or \\\"USD\\\", close=price, provider=self.name, price_timestamp=utc_now(), quality_status=\\\"fresh\\\")\\n 170|\\n 171|\\n 172|class TwelveDataEquityPriceProvider(_HttpEquityPriceProvider):\\n 173| name = \\\"twelvedata\\\"\\n 174| api_key_env = (\\\"TWELVEDATA_API_KEY\\\", \\\"TWELVE_DATA_API_KEY\\\", \\\"JARVIS_TWELVEDATA_API_KEY\\\", \\\"JARVIS_TWELVE_DATA_API_KEY\\\")\\n 175|\\n 176| def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n 177| symbol = (provider_symbol or \\\"\\\").strip().upper()\\n 178| if not symbol:\\n 179| return self._missing(symbol, \\\"provider_symbol_missing\\\")\\n 180| if not self.api_key:\\n 181| return self._missing(symbol, \\\"twelvedata_api_key_missing\\\")\\n 182| try:\\n 183| payload = self._json_url(\\\"https://api.twelvedata.com/quote?\\\" + parse.urlencode({\\\"symbol\\\": symbol, \\\"apikey\\\": self.api_key}))\\n 184| except RuntimeError as exc:\\n 185| return self._missing(symbol, str(exc))\\n 186| row = payload if isinstance(payload, dict) else {}\\n 187| if str(row.get(\\\"status\\\") or \\\"\\\").lower() == \\\"error\\\":\\n 188| return self._missing(symbol, \\\"twelvedata_provider_error\\\")\\n 189| price = self._decimal_price(row.get(\\\"close\\\") or row.get(\\\"previous_close\\\") or row.get(\\\"price\\\"))\\n 190| if price is None:\\n 191| return self._missing(symbol, \\\"price_missing\\\")\\n 192| currency = str(row.get(\\\"currency\\\") or \\\"USD\\\").upper()\\n 193| ts = str(row.get(\\\"datetime\\\") or row.get(\\\"timestamp\\\") or utc_now())\\n 194| return EquityPriceQuote(provider_symbol=symbol, currency=currency or \\\"USD\\\", close=price, provider=self.name, price_timestamp=ts, quality_status=\\\"fresh\\\")\\n 195|\\n 196|\\n 197|class MassiveEquityPriceProvider(_HttpEquityPriceProvider):\\n 198| name = \\\"massive\\\"\\n 199| api_key_env = (\\\"MASSIVE_API_KEY\\\", \\\"JARVIS_MASSIVE_API_KEY\\\")\\n 200|\\n 201| def _massive_json(self, path: str) -> object:\\n 202| if not self.api_key:\\n 203| raise RuntimeError(\\\"massive_api_key_missing\\\")\\n 204| base = \\\"https://api.massive.com\\\" + path\\n 205| try:\\n 206| return self._json_url(base, headers={\\\"Accept\\\": \\\"application/json\\\", \\\"Authorization\\\": f\\\"Bearer {self.api_key}\\\"})\\n 207| except RuntimeError as exc:\\n 208| if \\\"auth_failed\\\" not in str(exc):\\n 209| raise\\n 210| sep = \\\"&\\\" if \\\"?\\\" in base else \\\"?\\\"\\n 211| return self._json_url(base + sep + parse.urlencode({\\\"apiKey\\\": self.api_key}), headers={\\\"Accept\\\": \\\"application/json\\\"})\\n 212|\\n 213| def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n 214| symbol = (provider_symbol or \\\"\\\").strip().upper()\\n 215| if not symbol:\\n 216| return self._missing(symbol, \\\"provider_symbol_missing\\\")\\n 217| try:\\n 218| payload = self._massive_json(f\\\"/v2/aggs/ticker/{parse.quote(symbol)}/prev\\\")\\n 219| except RuntimeError as exc:\\n 220| return self._missing(symbol, str(exc))\\n 221| results = payload.get(\\\"results\\\", []) if isinstance(payload, dict) else []\\n 222| row = results[0] if results and isinstance(results[0], dict) else {}\\n 223| price = self._decimal_price(row.get(\\\"c\\\") or row.get(\\\"vw\\\"))\\n 224| if price is None:\\n 225| return self._missing(symbol, \\\"price_missing\\\")\\n 226| return EquityPriceQuote(provider_symbol=symbol, currency=\\\"USD\\\", close=price, provider=self.name, price_timestamp=utc_now(), quality_status=\\\"fresh\\\")\\n 227|\\n 228|\\n 229|class EodhdEquityPriceProvider(_HttpEquityPriceProvider):\\n 230| name = \\\"eodhd\\\"\\n 231| api_key_env = (\\\"EODHD_API_KEY\\\", \\\"JARVIS_EODHD_API_KEY\\\")\\n 232|\\n 233| def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n 234| symbol = (provider_symbol or \\\"\\\").strip().upper()\\n 235| if not symbol:\\n 236| return self._missing(symbol, \\\"provider_symbol_missing\\\")\\n 237| if not self.api_key:\\n 238| return self._missing(symbol, \\\"eodhd_api_key_missing\\\")\\n 239| eod_symbol = symbol if \\\".\\\" in symbol else f\\\"{symbol}.US\\\"\\n 240| try:\\n 241| payload = self._json_url(\\\"https://eodhd.com/api/real-time/\\\" + parse.quote(eod_symbol) + \\\"?\\\" + parse.urlencode({\\\"api_token\\\": self.api_key, \\\"fmt\\\": \\\"json\\\"}))\\n 242| except RuntimeError as exc:\\n 243| return self._missing(symbol, str(exc))\\n 244| row = payload if isinstance(payload, dict) else {}\\n 245| price = self._decimal_price(row.get(\\\"close\\\") or row.get(\\\"previousClose\\\"))\\n 246| if price is None:\\n 247| return self._missing(symbol, \\\"price_missing\\\")\\n 248| return EquityPriceQuote(provider_symbol=symbol, currency=str(row.get(\\\"currency\\\") or \\\"USD\\\").upper(), close=price, provider=self.name, price_timestamp=utc_now(), quality_status=\\\"fresh\\\")\\n 249|\\n 250|\\n 251|\", \"total_lines\": 422, \"file_size\": 22927, \"truncated\": true, \"hint\": \"Use offset=251 to continue reading (showing 1-250 of 422 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_G1zgV54ihaRDwrY2iWB864rr" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_pVu0EyRBFoaUOzKRhUoVejFy", "call_id": "call_pVu0EyRBFoaUOzKRhUoVejFy", "response_item_id": "fc_0907b55db35249f5016a0cbfc803b081918b2641f5f81837ae", "type": "function", "function": { "name": "read_file", "arguments": "{\"offset\":251,\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/market_data/prices.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 251|class CompositeEquityPriceProvider:\\n 252| name = \\\"auto\\\"\\n 253|\\n 254| def __init__(self, providers: list[EquityPriceProvider] | None = None) -> None:\\n 255| self.providers = providers or [FmpEquityPriceProvider(), TwelveDataEquityPriceProvider(), FinnhubEquityPriceProvider(), MassiveEquityPriceProvider()]\\n 256|\\n 257| def get_price(self, provider_symbol: str, *, price_date: str | None = None) -> EquityPriceQuote:\\n 258| last_quote: EquityPriceQuote | None = None\\n 259| for provider in self.providers:\\n 260| quote = provider.get_price(provider_symbol, price_date=price_date)\\n 261| if quote.close is not None and quote.quality_status == \\\"fresh\\\":\\n 262| return quote\\n 263| last_quote = quote\\n 264| return last_quote or EquityPriceQuote(provider_symbol=provider_symbol, currency=\\\"\\\", close=None, provider=self.name, quality_status=\\\"missing\\\", error_message=\\\"price_missing\\\")\\n 265|\\n 266|\\n 267|def equity_price_provider_by_name(name: str) -> EquityPriceProvider:\\n 268| key = (name or \\\"\\\").lower().replace(\\\"-\\\", \\\"\\\")\\n 269| providers = {\\n 270| \\\"auto\\\": CompositeEquityPriceProvider,\\n 271| \\\"fmp\\\": FmpEquityPriceProvider,\\n 272| \\\"finnhub\\\": FinnhubEquityPriceProvider,\\n 273| \\\"twelvedata\\\": TwelveDataEquityPriceProvider,\\n 274| \\\"massive\\\": MassiveEquityPriceProvider,\\n 275| \\\"eodhd\\\": EodhdEquityPriceProvider,\\n 276| }\\n 277| if key not in providers:\\n 278| raise ValueError(\\\"unknown equity price provider\\\")\\n 279| return providers[key]()\\n 280|\\n 281|\\n 282|def _resolve_market_alerts(conn: Connection, *, instrument_id: str) -> int:\\n 283| return resolve_instrument_alerts(conn, instrument_id=instrument_id, rule_ids=[\\\"missing_market_price\\\", \\\"stale_market_price\\\"])\\n 284|\\n 285|\\n 286|def _previous_price(conn: Connection, *, instrument_id: str, price_date: str, provider: str):\\n 287| return conn.execute(\\n 288| \\\"\\\"\\\"\\n 289| SELECT * FROM market_prices\\n 290| WHERE instrument_id=? AND provider=? AND price_date str:\\n 298| if close is None or close <= 0:\\n 299| return \\\"not_checked\\\"\\n 300| prev = _previous_price(conn, instrument_id=instrument_id, price_date=price_date, provider=provider)\\n 301| if not prev or not prev[\\\"close\\\"]:\\n 302| return \\\"not_checked\\\"\\n 303| old = Decimal(str(prev[\\\"close\\\"]))\\n 304| if old <= 0:\\n 305| return \\\"not_checked\\\"\\n 306| change = abs((close - old) / old)\\n 307| if change > Decimal(\\\"0.25\\\"):\\n 308| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"corporate_action_suspected\\\", message=\\\"Large local price move detected; corporate action review required before high-confidence valuation.\\\", evidence={\\\"previous_price_date\\\": prev[\\\"price_date\\\"], \\\"price_date\\\": price_date}, fingerprint=\\\"corporate_action_suspected\\\")\\n 309| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=\\\"split_or_corporate_action_review_required\\\", message=\\\"Split/corporate-action review required; no automatic split correction is applied.\\\", evidence={\\\"previous_price_date\\\": prev[\\\"price_date\\\"], \\\"price_date\\\": price_date}, fingerprint=\\\"split_or_corporate_action_review_required\\\")\\n 310| update_instrument_metadata(conn, instrument_id=instrument_id, corporate_action_status=\\\"suspected\\\", split_or_corporate_action_review_required=True, note=\\\"Automatic C2 heuristic detected >25% local price move; review required.\\\")\\n 311| return \\\"suspected\\\"\\n 312| return \\\"none_known\\\"\\n 313|\\n 314|\\n 315|def store_market_price(\\n 316| conn: Connection,\\n 317| *,\\n 318| instrument_id: str,\\n 319| price_date: str,\\n 320| close: Decimal | None,\\n 321| currency: str,\\n 322| provider: str,\\n 323| provider_symbol: str | None,\\n 324| provider_market: str | None = None,\\n 325| price_timestamp: str | None = None,\\n 326| adjusted_close: Decimal | None = None,\\n 327| quality_status: str = \\\"fresh\\\",\\n 328| error_message: str | None = None,\\n 329|) -> str:\\n 330| now = utc_now()\\n 331| corp_status = _corporate_action_status(conn, instrument_id=instrument_id, price_date=price_date, provider=provider, close=close) if quality_status == \\\"fresh\\\" else \\\"not_checked\\\"\\n 332| market_price_id = stable_id(\\\"marketprice\\\", instrument_id, price_date, provider, provider_symbol or \\\"\\\", now)\\n 333| conn.execute(\\n 334| \\\"\\\"\\\"\\n 335| INSERT INTO market_prices(\\n 336| market_price_id, instrument_id, price_date, price_timestamp, close, adjusted_close,\\n 337| currency, provider, provider_symbol, quality_status, created_at, provider_market, error_message,\\n 338| corporate_action_status\\n 339| ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)\\n 340| ON CONFLICT(instrument_id, price_date, provider) DO UPDATE SET\\n 341| price_timestamp=excluded.price_timestamp,\\n 342| close=excluded.close,\\n 343| adjusted_close=excluded.adjusted_close,\\n 344| currency=excluded.currency,\\n 345| provider_symbol=excluded.provider_symbol,\\n 346| quality_status=excluded.quality_status,\\n 347| created_at=excluded.created_at,\\n 348| provider_market=excluded.provider_market,\\n 349| error_message=excluded.error_message,\\n 350| corporate_action_status=excluded.corporate_action_status\\n 351| \\\"\\\"\\\",\\n 352| (market_price_id, instrument_id, price_date, price_timestamp, format(close, \\\"f\\\") if close is not None else \\\"\\\", format(adjusted_close, \\\"f\\\") if adjusted_close is not None else None, currency.upper(), provider, provider_symbol, quality_status, now, provider_market, error_message, corp_status),\\n 353| )\\n 354| if quality_status in {\\\"missing\\\", \\\"stale\\\", \\\"error\\\", \\\"conflict\\\"} or close is None:\\n 355| rule = \\\"stale_market_price\\\" if quality_status == \\\"stale\\\" else \\\"missing_market_price\\\"\\n 356| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=instrument_id, rule_id=rule, message=\\\"Instrument local market price is not fresh.\\\", evidence={\\\"provider\\\": provider, \\\"provider_symbol\\\": provider_symbol, \\\"price_date\\\": price_date, \\\"quality_status\\\": quality_status}, fingerprint=f\\\"{rule}:{provider}:{provider_symbol}\\\")\\n 357| elif quality_status == \\\"fresh\\\":\\n 358| _resolve_market_alerts(conn, instrument_id=instrument_id)\\n 359| conn.commit()\\n 360| return market_price_id\\n 361|\\n 362|\\n 363|def refresh_market_prices(\\n 364| conn: Connection,\\n 365| *,\\n 366| provider: EquityPriceProvider,\\n 367| asset_class: str,\\n 368| price_date: str | None = None,\\n 369| only_missing: bool = False,\\n 370| only_stale: bool = False,\\n 371| only_isin: str | None = None,\\n 372| limit: int | None = None,\\n 373| dry_run: bool = False,\\n 374|) -> MarketPriceRefreshResult:\\n 375| asset = asset_class.lower()\\n 376| result = MarketPriceRefreshResult(asset_class=asset, dry_run=dry_run)\\n 377| query = \\\"\\\"\\\"\\n 378| SELECT m.*, i.asset_class, i.isin, i.instrument_status AS current_instrument_status, i.valuation_policy AS current_valuation_policy FROM instrument_price_mappings m\\n 379| JOIN instruments i ON i.instrument_id=m.instrument_id\\n 380| WHERE LOWER(i.asset_class)=? AND m.mapping_status='mapped' AND m.provider_symbol IS NOT NULL\\n 381| ORDER BY i.isin, m.provider_symbol\\n 382| \\\"\\\"\\\"\\n 383| mappings = conn.execute(query, (asset,)).fetchall()\\n 384| if only_isin:\\n 385| mappings = [m for m in mappings if (m[\\\"isin\\\"] or \\\"\\\").upper() == only_isin.upper()]\\n 386| if limit is not None:\\n 387| mappings = mappings[:limit]\\n 388| result.total_mappings = len(mappings)\\n 389| effective_date = price_date or utc_now()[:10]\\n 390| for mapping in mappings:\\n 391| if mapping[\\\"current_instrument_status\\\"] in {\\\"delisted\\\", \\\"suspended\\\", \\\"merged\\\", \\\"inactive\\\"} or mapping[\\\"current_valuation_policy\\\"] == \\\"exclude_from_auto_price_update\\\":\\n 392| result.excluded_count += 1\\n 393| result.skipped_count += 1\\n 394| if not dry_run:\\n 395| create_alert(conn, priority=\\\"warnung\\\", category=\\\"market_data\\\", entity_type=\\\"instrument\\\", entity_id=mapping[\\\"instrument_id\\\"], rule_id=\\\"delisted_or_suspended\\\", message=\\\"Instrument excluded from automatic market-price update.\\\", evidence={\\\"instrument_status\\\": mapping[\\\"current_instrument_status\\\"], \\\"valuation_policy\\\": mapping[\\\"current_valuation_policy\\\"]}, fingerprint=f\\\"excluded:{mapping['current_instrument_status']}:{mapping['current_valuation_policy']}\\\")\\n 396| continue\\n 397| latest = conn.execute(\\\"SELECT * FROM market_prices WHERE instrument_id=? AND quality_status='fresh' ORDER BY price_date DESC, created_at DESC LIMIT 1\\\", (mapping[\\\"instrument_id\\\"],)).fetchone()\\n 398| if only_missing and latest:\\n 399| result.cached_count += 1\\n 400| continue\\n 401| if only_stale and latest and latest[\\\"price_date\\\"] >= effective_date:\\n 402| result.cached_count += 1\\n 403| continue\\n 404| quote = provider.get_price(mapping[\\\"provider_symbol\\\"], price_date=effective_date)\\n 405| status = quote.quality_status\\n 406| if not dry_run:\\n 407| store_market_price(conn, instrument_id=mapping[\\\"instrument_id\\\"], price_date=effective_date, close=quote.close, currency=quote.currency or mapping[\\\"currency\\\"], provider=quote.provider or provider.name, provider_symbol=mapping[\\\"provider_symbol\\\"], provider_market=mapping[\\\"provider_market\\\"], price_timestamp=quote.price_timestamp, adjusted_close=quote.adjusted_close, quality_status=status, error_message=quote.error_message)\\n 408| if quote.close is not None and 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"id": "rs_068b73d60f9a7657016a0cbfd2abf08191af44880ae035cda0", "summary": [] } ], "tool_calls": [ { "id": "call_M75VQYaQR5ibT2vclkwYzdym", "call_id": "call_M75VQYaQR5ibT2vclkwYzdym", "response_item_id": "fc_068b73d60f9a7657016a0cbfd348d88191b1ef6286aaceaa49", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":400,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/storage/migrations.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|import hashlib\\n 4|from datetime import datetime, timezone\\n 5|from sqlite3 import Connection\\n 6|\\n 7|from .schema import INITIAL_SCHEMA_SQL\\n 8|\\n 9|MIGRATION_VERSION = 36\\n 10|MIGRATION_NAME = \\\"036_budget_fixed_costs_subscriptions_v1_hardening\\\"\\n 11|\\n 12|INSTRUMENT_OPTIONAL_COLUMNS = {\\n 13| \\\"position_category\\\": \\\"TEXT\\\",\\n 14| \\\"ter\\\": \\\"TEXT\\\",\\n 15| \\\"distribution_policy\\\": \\\"TEXT\\\",\\n 16| \\\"index_name\\\": \\\"TEXT\\\",\\n 17| \\\"fund_domicile\\\": \\\"TEXT\\\",\\n 18| \\\"benchmark\\\": \\\"TEXT\\\",\\n 19| \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 20| \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n 21| \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 22| \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n 23| \\\"trading_currency\\\": \\\"TEXT\\\",\\n 24| \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 25| \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n 26| \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n 27| \\\"split_or_corporate_action_review_required\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 28|}\\n 29|\\n 30|CATALOG_OPTIONAL_COLUMNS = {\\n 31| \\\"last_price\\\": \\\"TEXT\\\",\\n 32| \\\"price_currency\\\": \\\"TEXT\\\",\\n 33| \\\"price_date\\\": \\\"TEXT\\\",\\n 34| \\\"price_source\\\": \\\"TEXT\\\",\\n 35| \\\"exchange_name\\\": \\\"TEXT\\\",\\n 36| \\\"mic\\\": \\\"TEXT\\\",\\n 37| \\\"security_type\\\": \\\"TEXT\\\",\\n 38|}\\n 39|\\n 40|TEXT_AFFINITY_COLUMNS = {\\n 41| \\\"transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_original\\\", \\\"tax_original\\\", \\\"net_amount_original\\\", \\\"fx_rate_to_chf\\\", \\\"gross_amount_chf\\\", \\\"fee_chf\\\", \\\"tax_chf\\\", \\\"net_amount_chf\\\"},\\n 42| \\\"crypto_holdings\\\": {\\\"quantity\\\", \\\"legacy_snapshot_value_original\\\", \\\"legacy_snapshot_value_chf\\\"},\\n 43| \\\"crypto_transactions\\\": {\\\"quantity\\\", \\\"price_original\\\", \\\"gross_amount_original\\\", \\\"fee_quantity\\\", \\\"fee_original\\\", \\\"fx_rate_to_chf\\\", \\\"amount_chf\\\"},\\n 44| \\\"crypto_prices\\\": {\\\"price\\\", \\\"market_cap\\\", \\\"volume_24h\\\", \\\"change_24h_pct\\\"},\\n 45| \\\"fx_rates\\\": {\\\"rate\\\"},\\n 46| \\\"market_prices\\\": {\\\"open\\\", \\\"high\\\", \\\"low\\\", \\\"close\\\", \\\"adjusted_close\\\"},\\n 47|}\\n 48|\\n 49|\\n 50|def utc_now() -> str:\\n 51| return datetime.now(timezone.utc).isoformat()\\n 52|\\n 53|\\n 54|def checksum_sql(sql: str) -> str:\\n 55| return hashlib.sha256(sql.encode(\\\"utf-8\\\")).hexdigest()\\n 56|\\n 57|\\n 58|def get_schema_version(conn: Connection) -> int:\\n 59| row = conn.execute(\\\"SELECT MAX(version) AS version FROM schema_migrations\\\").fetchone()\\n 60| return int(row[\\\"version\\\"] or 0) if row else 0\\n 61|\\n 62|\\n 63|def _table_columns(conn: Connection, table: str) -> dict[str, str]:\\n 64| return {row[\\\"name\\\"]: (row[\\\"type\\\"] or \\\"\\\") for row in conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()}\\n 65|\\n 66|\\n 67|def _add_missing_instrument_columns(conn: Connection) -> None:\\n 68| existing = _table_columns(conn, \\\"instruments\\\")\\n 69| for name, col_type in INSTRUMENT_OPTIONAL_COLUMNS.items():\\n 70| if name not in existing:\\n 71| conn.execute(f\\\"ALTER TABLE instruments ADD COLUMN {name} {col_type}\\\")\\n 72|\\n 73|\\n 74|def _rebuild_table_with_text_columns(conn: Connection, table: str, text_columns: set[str]) -> None:\\n 75| cols = conn.execute(f\\\"PRAGMA table_info({table})\\\").fetchall()\\n 76| if not cols:\\n 77| return\\n 78| needs_rebuild = any(row[\\\"name\\\"] in text_columns and (row[\\\"type\\\"] or \\\"\\\").upper() != \\\"TEXT\\\" for row in cols)\\n 79| if not needs_rebuild:\\n 80| return\\n 81| tmp = f\\\"{table}__text_migration\\\"\\n 82| col_defs: list[str] = []\\n 83| pk_cols = [row[\\\"name\\\"] for row in cols if row[\\\"pk\\\"]]\\n 84| for row in cols:\\n 85| name = row[\\\"name\\\"]\\n 86| col_type = \\\"TEXT\\\" if name in text_columns else (row[\\\"type\\\"] or \\\"TEXT\\\")\\n 87| parts = [name, col_type]\\n 88| if row[\\\"pk\\\"] and len(pk_cols) == 1:\\n 89| parts.append(\\\"PRIMARY KEY\\\")\\n 90| if row[\\\"notnull\\\"]:\\n 91| parts.append(\\\"NOT NULL\\\")\\n 92| if row[\\\"dflt_value\\\"] is not None:\\n 93| parts.append(f\\\"DEFAULT {row['dflt_value']}\\\")\\n 94| col_defs.append(\\\" \\\".join(parts))\\n 95| if len(pk_cols) > 1:\\n 96| col_defs.append(\\\"PRIMARY KEY (\\\" + \\\", \\\".join(pk_cols) + \\\")\\\")\\n 97| conn.execute(f\\\"DROP TABLE IF EXISTS {tmp}\\\")\\n 98| conn.execute(f\\\"CREATE TABLE {tmp} (\\\" + \\\", \\\".join(col_defs) + \\\")\\\")\\n 99| names = [row[\\\"name\\\"] for row in cols]\\n 100| select_exprs = [f\\\"CAST({name} AS TEXT)\\\" if name in text_columns else name for name in names]\\n 101| conn.execute(f\\\"INSERT INTO {tmp} ({', '.join(names)}) SELECT {', '.join(select_exprs)} FROM {table}\\\")\\n 102| conn.execute(f\\\"DROP TABLE {table}\\\")\\n 103| conn.execute(f\\\"ALTER TABLE {tmp} RENAME TO {table}\\\")\\n 104| if table == \\\"crypto_holdings\\\":\\n 105| conn.execute(\\\"CREATE UNIQUE INDEX IF NOT EXISTS idx_crypto_holdings_asset_wallet ON crypto_holdings(asset_id, wallet_id)\\\")\\n 106|\\n 107|\\n 108|def _add_missing_columns(conn: Connection, table: str, columns: dict[str, str]) -> None:\\n 109| existing = _table_columns(conn, table)\\n 110| for name, col_type in columns.items():\\n 111| if name not in existing:\\n 112| conn.execute(f\\\"ALTER TABLE {table} ADD COLUMN {name} {col_type}\\\")\\n 113|\\n 114|\\n 115|def _create_broker_bank_mapping_tables(conn: Connection) -> None:\\n 116| conn.executescript(\\n 117| \\\"\\\"\\\"\\n 118| CREATE TABLE IF NOT EXISTS instrument_mappings (\\n 119| mapping_id TEXT PRIMARY KEY,\\n 120| source_name TEXT,\\n 121| source_platform TEXT NOT NULL,\\n 122| source_account TEXT,\\n 123| source_label TEXT NOT NULL,\\n 124| normalized_name TEXT NOT NULL,\\n 125| isin TEXT,\\n 126| ticker TEXT,\\n 127| exchange TEXT,\\n 128| currency TEXT,\\n 129| asset_class TEXT NOT NULL DEFAULT 'other',\\n 130| source_instrument_name TEXT,\\n 131| source_isin TEXT,\\n 132| source_ticker TEXT,\\n 133| source_exchange TEXT,\\n 134| source_currency TEXT,\\n 135| instrument_id TEXT REFERENCES instruments(instrument_id),\\n 136| mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 137| confidence TEXT NOT NULL DEFAULT '0',\\n 138| quality_flags_json TEXT,\\n 139| notes TEXT,\\n 140| created_at TEXT NOT NULL,\\n 141| updated_at TEXT\\n 142| );\\n 143|\\n 144| CREATE TABLE IF NOT EXISTS platform_account_mappings (\\n 145| mapping_id TEXT PRIMARY KEY,\\n 146| source_name TEXT,\\n 147| source_platform TEXT NOT NULL,\\n 148| source_platform_label TEXT,\\n 149| source_account_label TEXT NOT NULL,\\n 150| normalized_platform TEXT NOT NULL,\\n 151| normalized_account_name TEXT NOT NULL,\\n 152| source_account_type TEXT,\\n 153| account_type TEXT NOT NULL DEFAULT 'other',\\n 154| source_currency TEXT,\\n 155| currency TEXT,\\n 156| platform_id TEXT REFERENCES platforms(platform_id),\\n 157| account_id TEXT REFERENCES accounts(account_id),\\n 158| internal_platform_id TEXT REFERENCES platforms(platform_id),\\n 159| internal_account_id TEXT REFERENCES accounts(account_id),\\n 160| mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 161| quality_flags_json TEXT,\\n 162| notes TEXT,\\n 163| created_at TEXT NOT NULL,\\n 164| updated_at TEXT\\n 165| );\\n 166|\\n 167| CREATE TABLE IF NOT EXISTS broker_import_dry_runs (\\n 168| dry_run_id TEXT PRIMARY KEY,\\n 169| source_name TEXT,\\n 170| source_platform TEXT NOT NULL,\\n 171| source_file_label TEXT,\\n 172| source_file_type TEXT NOT NULL,\\n 173| source_hash TEXT,\\n 174| source_filename_hash TEXT,\\n 175| detected_snapshot_date TEXT,\\n 176| snapshot_date_status TEXT NOT NULL DEFAULT 'missing',\\n 177| detected_sections_json TEXT NOT NULL,\\n 178| field_coverage_json TEXT,\\n 179| rows_total INTEGER NOT NULL DEFAULT 0,\\n 180| rows_position_candidates INTEGER NOT NULL DEFAULT 0,\\n 181| rows_cash_candidates INTEGER NOT NULL DEFAULT 0,\\n 182| candidate_positions INTEGER NOT NULL DEFAULT 0,\\n 183| candidate_cash_rows INTEGER NOT NULL DEFAULT 0,\\n 184| mapped_positions INTEGER NOT NULL DEFAULT 0,\\n 185| blocked_positions INTEGER NOT NULL DEFAULT 0,\\n 186| warnings_count INTEGER NOT NULL DEFAULT 0,\\n 187| errors_count INTEGER NOT NULL DEFAULT 0,\\n 188| quality_flags_json TEXT NOT NULL,\\n 189| summary_json TEXT NOT NULL DEFAULT '{}',\\n 190| created_at TEXT NOT NULL,\\n 191| notes TEXT\\n 192| );\\n 193| \\\"\\\"\\\"\\n 194| )\\n 195| _add_missing_columns(conn, \\\"instrument_mappings\\\", {\\n 196| \\\"source_name\\\": \\\"TEXT\\\",\\n 197| \\\"source_platform\\\": \\\"TEXT\\\",\\n 198| \\\"source_account\\\": \\\"TEXT\\\",\\n 199| \\\"source_label\\\": \\\"TEXT\\\",\\n 200| \\\"normalized_name\\\": \\\"TEXT\\\",\\n 201| \\\"isin\\\": \\\"TEXT\\\",\\n 202| \\\"ticker\\\": \\\"TEXT\\\",\\n 203| \\\"exchange\\\": \\\"TEXT\\\",\\n 204| \\\"currency\\\": \\\"TEXT\\\",\\n 205| \\\"asset_class\\\": \\\"TEXT DEFAULT 'other'\\\",\\n 206| \\\"confidence\\\": \\\"TEXT DEFAULT '0'\\\",\\n 207| })\\n 208| _add_missing_columns(conn, \\\"platform_account_mappings\\\", {\\n 209| \\\"source_platform\\\": \\\"TEXT\\\",\\n 210| \\\"normalized_platform\\\": \\\"TEXT\\\",\\n 211| \\\"normalized_account_name\\\": \\\"TEXT\\\",\\n 212| \\\"account_type\\\": \\\"TEXT DEFAULT 'other'\\\",\\n 213| \\\"currency\\\": \\\"TEXT\\\",\\n 214| \\\"internal_platform_id\\\": \\\"TEXT\\\",\\n 215| \\\"internal_account_id\\\": \\\"TEXT\\\",\\n 216| })\\n 217| _add_missing_columns(conn, \\\"broker_import_dry_runs\\\", {\\n 218| \\\"source_platform\\\": \\\"TEXT\\\",\\n 219| \\\"source_filename_hash\\\": \\\"TEXT\\\",\\n 220| \\\"detected_snapshot_date\\\": \\\"TEXT\\\",\\n 221| \\\"snapshot_date_status\\\": \\\"TEXT DEFAULT 'missing'\\\",\\n 222| \\\"candidate_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n 223| \\\"candidate_cash_rows\\\": \\\"INTEGER DEFAULT 0\\\",\\n 224| \\\"mapped_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n 225| \\\"blocked_positions\\\": \\\"INTEGER DEFAULT 0\\\",\\n 226| \\\"warnings_count\\\": \\\"INTEGER DEFAULT 0\\\",\\n 227| \\\"errors_count\\\": \\\"INTEGER DEFAULT 0\\\",\\n 228| \\\"summary_json\\\": \\\"TEXT DEFAULT '{}'\\\",\\n 229| \\\"session_status\\\": \\\"TEXT DEFAULT 'active'\\\",\\n 230| \\\"is_current\\\": \\\"INTEGER DEFAULT 0\\\",\\n 231| \\\"archived_at\\\": \\\"TEXT\\\",\\n 232| \\\"discarded_at\\\": \\\"TEXT\\\",\\n 233| })\\n 234|\\n 235|\\n 236|def _create_broker_import_review_items(conn: Connection) -> None:\\n 237| conn.executescript(\\n 238| \\\"\\\"\\\"\\n 239| CREATE TABLE IF NOT EXISTS broker_import_review_items (\\n 240| review_item_id TEXT PRIMARY KEY,\\n 241| dry_run_id TEXT NOT NULL REFERENCES broker_import_dry_runs(dry_run_id),\\n 242| source_platform TEXT NOT NULL,\\n 243| source_file_type TEXT NOT NULL,\\n 244| source_row_ref TEXT NOT NULL,\\n 245| row_hash TEXT NOT NULL,\\n 246| source_label TEXT,\\n 247| normalized_name TEXT,\\n 248| detected_asset_class TEXT,\\n 249| detected_currency TEXT,\\n 250| detected_quantity_present INTEGER NOT NULL DEFAULT 0,\\n 251| detected_market_value_present INTEGER NOT NULL DEFAULT 0,\\n 252| isin TEXT,\\n 253| ticker TEXT,\\n 254| exchange TEXT,\\n 255| mapped_instrument_id TEXT REFERENCES instruments(instrument_id),\\n 256| mapped_account_id TEXT REFERENCES accounts(account_id),\\n 257| quality_flags_json TEXT NOT NULL,\\n 258| review_status TEXT NOT NULL DEFAULT 'open',\\n 259| reviewer_note TEXT,\\n 260| created_at TEXT NOT NULL,\\n 261| updated_at TEXT\\n 262| );\\n 263| CREATE INDEX IF NOT EXISTS idx_broker_review_items_dry_run ON broker_import_review_items(dry_run_id);\\n 264| CREATE INDEX IF NOT EXISTS idx_broker_review_items_status ON broker_import_review_items(review_status);\\n 265| \\\"\\\"\\\"\\n 266| )\\n 267| _add_missing_columns(conn, \\\"broker_import_review_items\\\", {\\n 268| \\\"import_readiness_status\\\": \\\"TEXT DEFAULT 'not_ready'\\\",\\n 269| \\\"reviewer_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n 270| \\\"snapshot_date_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n 271| \\\"ticker_exchange_confirmed\\\": \\\"INTEGER DEFAULT 0\\\",\\n 272| \\\"account_mapping_status\\\": \\\"TEXT DEFAULT 'missing'\\\",\\n 273| })\\n 274|\\n 275|def _create_broker_import_execution_plans(conn: Connection) -> None:\\n 276| conn.executescript(\\n 277| \\\"\\\"\\\"\\n 278| CREATE TABLE IF NOT EXISTS broker_import_execution_plans (\\n 279| execution_plan_id TEXT PRIMARY KEY,\\n 280| dry_run_id TEXT NOT NULL REFERENCES broker_import_dry_runs(dry_run_id),\\n 281| review_item_id TEXT NOT NULL REFERENCES broker_import_review_items(review_item_id),\\n 282| source_platform TEXT NOT NULL,\\n 283| target_account_id TEXT NOT NULL REFERENCES accounts(account_id),\\n 284| target_instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n 285| transaction_type TEXT NOT NULL DEFAULT 'initial_position_snapshot',\\n 286| snapshot_date TEXT,\\n 287| payload_status TEXT NOT NULL,\\n 288| payload_quality_flags_json TEXT NOT NULL DEFAULT '[]',\\n 289| source_row_hash TEXT NOT NULL,\\n 290| planned_write_summary_json TEXT NOT NULL DEFAULT '{}',\\n 291| execution_status TEXT NOT NULL DEFAULT 'planned',\\n 292| transaction_id TEXT REFERENCES transactions(transaction_id),\\n 293| created_at TEXT NOT NULL,\\n 294| updated_at TEXT,\\n 295| executed_at TEXT,\\n 296| notes TEXT\\n 297| );\\n 298| CREATE UNIQUE INDEX IF NOT EXISTS idx_broker_execution_plan_review_item ON broker_import_execution_plans(review_item_id);\\n 299| CREATE UNIQUE INDEX IF NOT EXISTS idx_broker_execution_plan_source_hash ON broker_import_execution_plans(source_row_hash, target_account_id, target_instrument_id, transaction_type);\\n 300| \\\"\\\"\\\"\\n 301| )\\n 302|\\n 303|def _add_transaction_void_columns(conn: Connection) -> None:\\n 304| _add_missing_columns(conn, \\\"transactions\\\", {\\n 305| \\\"is_voided\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 306| \\\"voided_at\\\": \\\"TEXT\\\",\\n 307| \\\"void_reason\\\": \\\"TEXT\\\",\\n 308| \\\"voided_by\\\": \\\"TEXT\\\",\\n 309| \\\"correction_of_transaction_id\\\": \\\"TEXT REFERENCES transactions(transaction_id)\\\",\\n 310| \\\"correction_reason\\\": \\\"TEXT\\\",\\n 311| })\\n 312| conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_transactions_voided ON transactions(is_voided)\\\")\\n 313| conn.execute(\\\"CREATE INDEX IF NOT EXISTS idx_transactions_correction_of ON transactions(correction_of_transaction_id)\\\")\\n 314|\\n 315|\\n 316|def _create_fx_market_data_tables(conn: Connection) -> None:\\n 317| conn.executescript(\\n 318| \\\"\\\"\\\"\\n 319| CREATE TABLE IF NOT EXISTS instrument_price_mappings (\\n 320| mapping_id TEXT PRIMARY KEY,\\n 321| instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n 322| isin TEXT,\\n 323| ticker TEXT,\\n 324| exchange TEXT,\\n 325| currency TEXT,\\n 326| provider TEXT NOT NULL,\\n 327| provider_symbol TEXT,\\n 328| provider_market TEXT,\\n 329| mapping_status TEXT NOT NULL DEFAULT 'needs_manual_review',\\n 330| confidence TEXT,\\n 331| notes TEXT,\\n 332| created_at TEXT NOT NULL,\\n 333| updated_at TEXT,\\n 334| UNIQUE(instrument_id, provider)\\n 335| );\\n 336| CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_status ON instrument_price_mappings(mapping_status);\\n 337| CREATE INDEX IF NOT EXISTS idx_instrument_price_mappings_provider_symbol ON instrument_price_mappings(provider, provider_symbol);\\n 338| \\\"\\\"\\\"\\n 339| )\\n 340| _add_missing_columns(conn, \\\"market_prices\\\", {\\n 341| \\\"provider_market\\\": \\\"TEXT\\\",\\n 342| \\\"error_message\\\": \\\"TEXT\\\",\\n 343| \\\"corporate_action_status\\\": \\\"TEXT NOT NULL DEFAULT 'not_checked'\\\",\\n 344| })\\n 345| _add_missing_columns(conn, \\\"fx_rates\\\", {\\n 346| \\\"error_status\\\": \\\"TEXT\\\",\\n 347| \\\"error_message\\\": \\\"TEXT\\\",\\n 348| })\\n 349| _add_missing_columns(conn, \\\"instrument_price_mappings\\\", {\\n 350| \\\"hedge_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 351| \\\"is_currency_hedged\\\": \\\"INTEGER NOT NULL DEFAULT 0\\\",\\n 352| \\\"hedged_to_currency\\\": \\\"TEXT\\\",\\n 353| \\\"instrument_status\\\": \\\"TEXT NOT NULL DEFAULT 'unknown'\\\",\\n 354| \\\"valuation_policy\\\": \\\"TEXT NOT NULL DEFAULT 'live_price'\\\",\\n 355| \\\"trading_currency\\\": \\\"TEXT\\\",\\n 356| \\\"base_exposure_currency\\\": \\\"TEXT\\\",\\n 357| })\\n 358| conn.executescript(\\n 359| \\\"\\\"\\\"\\n 360| CREATE TABLE IF NOT EXISTS instrument_catalog_entries (\\n 361| catalog_entry_id TEXT PRIMARY KEY,\\n 362| asset_class TEXT NOT NULL,\\n 363| name TEXT NOT NULL,\\n 364| normalized_name TEXT NOT NULL,\\n 365| isin TEXT,\\n 366| ticker TEXT,\\n 367| exchange TEXT,\\n 368| trading_currency TEXT,\\n 369| instrument_currency TEXT,\\n 370| provider TEXT,\\n 371| provider_symbol TEXT,\\n 372| provider_market TEXT,\\n 373| country TEXT,\\n 374| sector TEXT,\\n 375| issuer TEXT,\\n 376| fund_type TEXT,\\n 377| is_currency_hedged INTEGER,\\n 378| hedged_to_currency TEXT,\\n 379| hedge_status TEXT NOT NULL DEFAULT 'unknown',\\n 380| instrument_status TEXT NOT NULL DEFAULT 'unknown',\\n 381| valuation_policy TEXT NOT NULL DEFAULT 'live_price',\\n 382| source TEXT NOT NULL DEFAULT 'manual',\\n 383| source_confidence TEXT NOT NULL DEFAULT 'low',\\n 384| last_verified_at TEXT,\\n 385| notes TEXT,\\n 386| last_price TEXT,\\n 387| price_currency TEXT,\\n 388| price_date TEXT,\\n 389| price_source TEXT,\\n 390| exchange_name TEXT,\\n 391| mic TEXT,\\n 392| security_type TEXT,\\n 393| created_at TEXT NOT NULL,\\n 394| updated_at TEXT\\n 395| );\\n 396| CREATE INDEX IF NOT EXISTS idx_catalog_isin ON instrument_catalog_entries(isin);\\n 397| CREATE INDEX IF NOT EXISTS idx_catalog_ticker_exchange ON instrument_catalog_entries(ticker, exchange, trading_currency);\\n 398| CREATE INDEX IF NOT EXISTS idx_catalog_provider_symbol ON instrument_catalog_entries(provider, provider_symbol);\\n 399| CREATE INDEX IF NOT EXISTS idx_catalog_normalized_name ON instrument_catalog_entries(normalized_name);\\n 400| \\\"\\\"\\\"\\n 401|\", \"total_lines\": 1465, \"file_size\": 71179, \"truncated\": true, \"hint\": \"Use offset=401 to continue reading (showing 1-400 of 1465 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_M75VQYaQR5ibT2vclkwYzdym" }, { "role": "assistant", "content": "", "reasoning": "**Creating migration for point tables**\n\nI need to create a migration for version 37, which involves adding point tables and possibly a field for crypto assets like the Binance symbol. First, I should inspect the schema for market prices to ensure accuracy. Am I thinking of using SQLite for this? Hmm, it might be simpler to instantiate it. Using Python to parse the initial schema could work, but viewing table information with in-memory migrations feels more straightforward! Let's see how to proceed.", "finish_reason": "tool_calls", "reasoning_content": "**Creating migration for point tables**\n\nI need to create a migration for version 37, which involves adding point tables and possibly a field for crypto assets like the Binance symbol. First, I should inspect the schema for market prices to ensure accuracy. Am I thinking of using SQLite for this? Hmm, it might be simpler to instantiate it. Using Python to parse the initial schema could work, but viewing table information with in-memory migrations feels more straightforward! Let's see how to proceed.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDL_ZNelhk-DxMz-hxwN5rnCF1xNc8H2858SMFNuhhokuYKduEuogpeg1V50HJpvCBpEvtz4O0Nsz9nCZd60Uj3zAdo4urFrLedpQUgWHIZZ_ftcY45_7ujkA4XyvI3AtRixO-8h2t7XQragV0__hBUyjxFn5bVkaiUnx1evrYyPnYCXJytZ5HBHXluYd2AOBuYwWYGKb-H3iObxe1yb1l0attDDSURWVV8RNtoeFnp7iIq23z19g-4qS2dfo6oMa9-SUzpk8opkilzve5IskeicbGiy9kZKJgcBl9mRPdqtzIKfT7JYCVTtKURLohZ7zcGadNyGOW-_kFyzoqUZDbcYpo6XRp6ybPEO9ZjLaSua1SHLr8P2-Zgs2IOqLR8hitV23oGj5ecins1NXasacwH7sfMFcM3CaAIex2znGG1b6fpgE-FzFTfZEZrFinXQKT0YW2dE_14O5ycFIYFAv2ypgHA0SImb8DH2op1a8-i1XOTtdazyNmZN85flJe744fuzb8Iwj25QaHRmGVE3CK83bwxEJSPbyXyQ9ef-KEab_NrF72xmSP9ecBk0ioSUHD_tIUaCwS3YnaSH5QOBK3FVI_rvrSfiUqPGQnnYbQ15Sh1RJTgkFBeeJYSOZMJ1C-ycBAzSUvUDIEzIJwm9yAyfd5YaYuKXz4yFc9nmRIKvoGcinHUO2JS8uWZmCU9kAqnudsALLO3kOVnQg9F4QPVrykn0mSg6cpslPJpX-Z42r4phbGkdRd2I-yGi0vNm2ZWRt9DlYz74Bw0ejfDMdBzZtKqk68dovSTTxi30S7n3FZnlK-Tj3f9TxCCxS9VrzGxL1mZ1RD-Jys4kXLfUiAecmHjFEmkFZE_KNFbcdNxug0r04HXpGbuhq_jc-3t2351jLCHlQqHbZdAt5yZcx84YJHesrFaJo-NSeKnz0LmINmIVbOugpcQgsHe6C4TR5-dKiRYV62Dec6xIE_3eRkLdrqZS74GafwoDv_lfuNuzd7llcBzdpfpb2msIWIQ8hUFB52TD-vFLvFut8FAZts7AfGZaG1qA0jW8vM-tgwuQLcMC4NE2DGR-PIjAOK4xSJUqOKl27TSWs9hF7QU2yrvq3H3z-IOefMlz29c9zLjNirgwFKuNqLy9QUQYwdkA5EQM3s0juT_5DtYIOC3s_wDf3mTVXaX_Uo6C3aOQPsCe11nGdGLMnlJt-oN3X2MD-ANbcgb2jOCFC_yhk8iiNM4a0FF2jDW00z7VfA6M_-NpnSJE=", "id": "rs_041e5b2598e6e6db016a0cbfd6c0088191bfe024bd8e9a3e3b", "summary": [ { "type": "summary_text", "text": "**Creating migration for point tables**\n\nI need to create a migration for version 37, which involves adding point tables and possibly a field for crypto assets like the Binance symbol. First, I should inspect the schema for market prices to ensure accuracy. Am I thinking of using SQLite for this? Hmm, it might be simpler to instantiate it. Using Python to parse the initial schema could work, but viewing table information with in-memory migrations feels more straightforward! Let's see how to proceed." } ] } ], "tool_calls": [ { "id": "call_GXbg3nGktyMwU3w9RcGooD84", "call_id": "call_GXbg3nGktyMwU3w9RcGooD84", "response_item_id": "fc_041e5b2598e6e6db016a0cbfd90d8c819187b73a8b95c46604", "type": "function", "function": { "name": "execute_code", "arguments": "{\"code\":\"from hermes_tools import terminal\\nprint(terminal(\\\"python - <<'PY'\\\\nimport sqlite3\\\\nfrom jarvis_finance.storage.database import connect\\\\nfrom jarvis_finance.storage.migrations import apply_migrations\\\\nconn=sqlite3.connect(':memory:')\\\\nconn.row_factory=sqlite3.Row\\\\napply_migrations(conn)\\\\nfor t in ['market_prices','crypto_prices','instruments','crypto_assets','positions_snapshot']:\\\\n print('TABLE',t)\\\\n for r in conn.execute(f'PRAGMA table_info({t})'):\\\\n print(dict(r))\\\\n print()\\\\nPY\\\", workdir='/home/agent/.hermes/repos/FinanceManager', timeout=120)['output'])\"}" } } ] }, { "role": "tool", "name": "execute_code", "content": "{\"status\": \"success\", \"output\": \"TABLE market_prices\\n{'cid': 0, 'name': 'market_price_id', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 1}\\n{'cid': 1, 'name': 'instrument_id', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 2, 'name': 'price_date', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 3, 'name': 'price_timestamp', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 4, 'name': 'open', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 5, 'name': 'high', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 6, 'name': 'low', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 7, 'name': 'close', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 8, 'name': 'adjusted_close', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 9, 'name': 'currency', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 10, 'name': 'provider', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 11, 'name': 'provider_symbol', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 12, 'name': 'quality_status', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'ok'\\\", 'pk': 0}\\n{'cid': 13, 'name': 'created_at', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 14, 'name': 'provider_market', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 15, 'name': 'error_message', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 16, 'name': 'corporate_action_status', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'not_checked'\\\", 'pk': 0}\\n\\nTABLE crypto_prices\\n{'cid': 0, 'name': 'crypto_price_id', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 1}\\n{'cid': 1, 'name': 'asset_id', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 2, 'name': 'coingecko_id', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 3, 'name': 'price_currency', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 4, 'name': 'price', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 5, 'name': 'provider', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'CoinGecko'\\\", 'pk': 0}\\n{'cid': 6, 'name': 'provider_timestamp', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 7, 'name': 'fetched_at', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 8, 'name': 'quality_status', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'fresh'\\\", 'pk': 0}\\n{'cid': 9, 'name': 'error_message', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n\\nTABLE instruments\\n{'cid': 0, 'name': 'instrument_id', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 1}\\n{'cid': 1, 'name': 'asset_class', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 2, 'name': 'name', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 3, 'name': 'ticker', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 4, 'name': 'isin', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 5, 'name': 'exchange', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 6, 'name': 'currency', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 7, 'name': 'country', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 8, 'name': 'sector', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 9, 'name': 'industry', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 10, 'name': 'provider_symbol', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 11, 'name': 'data_provider_primary', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 12, 'name': 'position_category', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 13, 'name': 'ter', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 14, 'name': 'distribution_policy', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 15, 'name': 'index_name', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 16, 'name': 'fund_domicile', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 17, 'name': 'benchmark', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 18, 'name': 'data_provider_fallback', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 19, 'name': 'is_active', 'type': 'INTEGER', 'notnull': 1, 'dflt_value': '1', 'pk': 0}\\n{'cid': 20, 'name': 'notes', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 21, 'name': 'created_at', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 22, 'name': 'updated_at', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 23, 'name': 'is_currency_hedged', 'type': 'INTEGER', 'notnull': 1, 'dflt_value': '0', 'pk': 0}\\n{'cid': 24, 'name': 'hedged_to_currency', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 25, 'name': 'hedge_status', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'unknown'\\\", 'pk': 0}\\n{'cid': 26, 'name': 'base_exposure_currency', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 27, 'name': 'trading_currency', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 28, 'name': 'instrument_status', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'unknown'\\\", 'pk': 0}\\n{'cid': 29, 'name': 'valuation_policy', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'live_price'\\\", 'pk': 0}\\n{'cid': 30, 'name': 'corporate_action_status', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'not_checked'\\\", 'pk': 0}\\n{'cid': 31, 'name': 'split_or_corporate_action_review_required', 'type': 'INTEGER', 'notnull': 1, 'dflt_value': '0', 'pk': 0}\\n\\nTABLE crypto_assets\\n{'cid': 0, 'name': 'asset_id', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 1}\\n{'cid': 1, 'name': 'coin_name', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 2, 'name': 'symbol', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 3, 'name': 'coingecko_id', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 4, 'name': 'network_chain_default', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 5, 'name': 'is_stablecoin', 'type': 'INTEGER', 'notnull': 1, 'dflt_value': '0', 'pk': 0}\\n{'cid': 6, 'name': 'price_provider_primary', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'CoinGecko'\\\", 'pk': 0}\\n{'cid': 7, 'name': 'price_provider_fallback', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 8, 'name': 'is_active', 'type': 'INTEGER', 'notnull': 1, 'dflt_value': '1', 'pk': 0}\\n{'cid': 9, 'name': 'notes', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 10, 'name': 'created_at', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 11, 'name': 'updated_at', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n\\nTABLE positions_snapshot\\n{'cid': 0, 'name': 'position_snapshot_id', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 1}\\n{'cid': 1, 'name': 'snapshot_date', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 2, 'name': 'account_id', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 3, 'name': 'platform_id', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 4, 'name': 'instrument_id', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 5, 'name': 'quantity', 'type': 'NUMERIC', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n{'cid': 6, 'name': 'average_cost_original', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 7, 'name': 'cost_basis_original', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 8, 'name': 'cost_basis_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 9, 'name': 'market_price_original', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 10, 'name': 'market_value_original', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 11, 'name': 'market_fx_rate_to_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 12, 'name': 'market_value_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 13, 'name': 'unrealized_price_pnl_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 14, 'name': 'unrealized_fx_pnl_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 15, 'name': 'realized_pnl_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 16, 'name': 'income_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 17, 'name': 'fees_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 18, 'name': 'taxes_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 19, 'name': 'total_return_chf', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 20, 'name': 'portfolio_weight_pct', 'type': 'NUMERIC', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 21, 'name': 'category', 'type': 'TEXT', 'notnull': 0, 'dflt_value': None, 'pk': 0}\\n{'cid': 22, 'name': 'data_quality_status', 'type': 'TEXT', 'notnull': 1, 'dflt_value': \\\"'ok'\\\", 'pk': 0}\\n{'cid': 23, 'name': 'created_at', 'type': 'TEXT', 'notnull': 1, 'dflt_value': None, 'pk': 0}\\n\", \"tool_calls_made\": 1, \"duration_seconds\": 0.43}", "tool_call_id": "call_GXbg3nGktyMwU3w9RcGooD84" }, { "role": "assistant", "content": "", "reasoning": "**Considering implementation strategy**\n\nI’m thinking it might be best to implement tests first. Time is an important factor. Maybe I should consider using subagents to help? It could be possible to delegate tasks for the backend and frontend in parallel, but I'd need to verify their effectiveness. It seems like having subagents inspect both the frontend and the API could ensure a smooth process. This approach should help streamline everything!", "finish_reason": "tool_calls", "reasoning_content": "**Considering implementation strategy**\n\nI’m thinking it might be best to implement tests first. Time is an important factor. Maybe I should consider using subagents to help? It could be possible to delegate tasks for the backend and frontend in parallel, but I'd need to verify their effectiveness. It seems like having subagents inspect both the frontend and the API could ensure a smooth process. This approach should help streamline everything!", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDL_ftbk9mjU6BshPApL-AAFypD5pMYdmM8zlwthEOiKTQ4d7XFf16JxrlGNi05PB5IL0Y3sJ_nGyUrQgwfjy78fI8Ymusl1ICuPFgHUIBkUogvrVuURH848P0xFUYcZcNTqmKohi8USF65AeltaYGnIvRHdO_fYL32eDVHFF23TZ9x_r7ns39VRMxPvM3wIbAAkcbwMbAb5l4GKrnp6_V4lif_2NnWK2dJbZI3nkQdnsiEfSj9Q0tSdnk3b0XHBdGGlx1Q8Byr8w35pS9bRsJumGiU9UHJnkbMLw5FHlIX_MkhLo64h-6hg7_dgepOPaKE4J6J6FWNrnH1ngyObc2Lf6IzTpffR4zXHQ5fC1cpa7amRsnxU1Gt8lBoW3MqOypS_9WXAf92HlmDjITBLO5pSi9Yby7qvKAzkvt20zrVAsyH19P3SAdOrB1ZwbanPqNbGJi_onWETnoAhg9pL3ugi0m29fgGplHG02jx3TIch01qMlWh_FjhbC4AeHQ-F6pi_xAP3B_7w8i1HpiI8cZUU6zgQcjTD1x5edorPYSzmy8tHRJJEWzeP-Uo-IxoUfkRR1UpYeOAHXTrm4DWolwnrMehDKePSMb4YCNdGFwjJev1gsfgymiHgQmIVy294wRCw8-27CK2y8IQJcAZcvViXWJFPBqFBlq3iJol0MqnGdC64cY03kJNO3jhmPEisM4vxiog9VoayiZImu9OjtiWQSPbwPJ1EV73ZonzjF5PMXYvwfiL5qgM6O9Si85PImsZzEfxwrzqpLTaEcLDXgcYsSy9L8TsqQMXjUrqQouCihzyTenbuoFJBjSQf-HqTWBLPjlBD6kMoNPMgYEm28YOSJkuG0SDlT95HOS6XJ4j73BMGwET8ZOpB3uo3brQhlp6xgOpgXw8_OIMLwMgJm48dzvjzvtKhcKskWs7GfkMrWJxIs9K2oG-pZYYkMHux2GH1B5Quiks4Xz5m_R02RGT1z4MIUVU3oSaHzYyPmcbIUXcdz7g2yu8H7hIc_beDrSYjsjbi2iq4BUUYbZLoG4tkmvtcXWC12sKbApJgWBy9cv9MTaW0y0gigWMURqZrjx7WnoiEte9Jhy4Aw5WVxtEC4dtdAUykOlh9qZiAleEKtusSjsIBQEyiCfrGwqUf2OBN5rCZSCQLelWh7vwH8-2jjhg==", "id": "rs_0dea29b1fd560dbc016a0cbfdd760c8191908e7d23357cc99d", "summary": [ { "type": "summary_text", "text": "**Considering implementation strategy**\n\nI’m thinking it might be best to implement tests first. Time is an important factor. Maybe I should consider using subagents to help? It could be possible to delegate tasks for the backend and frontend in parallel, but I'd need to verify their effectiveness. It seems like having subagents inspect both the frontend and the API could ensure a smooth process. This approach should help streamline everything!" } ] } ], "tool_calls": [ { "id": "call_02CEebYXyRBImHtfp03UlIwN", "call_id": "call_02CEebYXyRBImHtfp03UlIwN", "response_item_id": "fc_0dea29b1fd560dbc016a0cbfdfd7a4819194927b9230eb6fb5", "type": "function", "function": { "name": "delegate_task", "arguments": "{\"tasks\":[{\"goal\":\"Inspect FinanceManager frontend Equity/Crypto pages and API clients, then report precise files/components/types/tests to modify for Market Quotes & Detail Charts v1. Do not edit files.\",\"context\":\"Repo: /home/agent/.hermes/repos/FinanceManager. Need implement explicit-click market quote/chart UI, no provider calls on render. Inspect frontend/src pages/api/tests and summarize existing patterns.\",\"toolsets\":[\"file\",\"terminal\"]},{\"goal\":\"Inspect FinanceManager backend API schemas/routers/tests for positions, equity, crypto, market data and report a minimal backend implementation plan with exact files/functions to modify. Do not edit files.\",\"context\":\"Repo: /home/agent/.hermes/repos/FinanceManager. Need Market Quotes & Detail Charts v1: new cache tables equity_price_points/crypto_price_points, endpoints /api/market/status, update quote endpoints, detail chart endpoints. Existing providers in jarvis_finance.market and market_data. No secrets/logs/runtime DB in git.\",\"toolsets\":[\"file\",\"terminal\"]}]}" } } ] }, { "role": "tool", "name": "delegate_task", "content": "{\"results\": [{\"task_index\": 0, \"status\": \"completed\", \"summary\": \"## What I did\\n\\nInspected the FinanceManager frontend Equity/Crypto surfaces, API clients, shared types, chart components, and relevant frontend tests under:\\n\\n- `/home/agent/.hermes/repos/FinanceManager/frontend/src/pages`\\n- `/home/agent/.hermes/repos/FinanceManager/frontend/src/api`\\n- `/home/agent/.hermes/repos/FinanceManager/frontend/src/components`\\n- `/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/*.test.ts`\\n- `/home/agent/.hermes/repos/FinanceManager/frontend/src/api/*.test.ts`\\n\\nI also briefly checked existing backend routes to identify already-available history endpoints the frontend does not currently expose.\\n\\n## Existing frontend patterns found\\n\\n### Equity page\\n\\nFile: `frontend/src/pages/EquityPage.vue`\\n\\nCurrent behavior:\\n\\n- Auto-loads local dashboard data on render via:\\n\\n ```ts\\n onMounted(() => { void loadPositions() })\\n ```\\n\\n- `loadPositions()` calls local FastAPI only:\\n - `getHealth(refresh)`\\n - `getRuntimeStatus(refresh)`\\n - `getEquityPositions(refresh)`\\n - `getCashSummary(refresh)`\\n\\n- Detail drawer opens only on explicit row/card click:\\n\\n ```ts\\n async function selectEquity(row: EquityPosition) {\\n ...\\n equityDetail.value = await getEquityPositionDetail(row.position_id)\\n }\\n ```\\n\\n- Existing detail drawer already renders:\\n - ticker / ISIN\\n - price\\n - provider/source info indirectly via detail type\\n - `SparklineChart :points=\\\"equityDetail.price_history\\\"`\\n\\nImportant issue:\\n\\n- `getEquityPositionDetail()` currently forces refresh:\\n\\n File: `frontend/src/api/equity.ts`\\n\\n ```ts\\n export const getEquityPositionDetail = (positionId: string) =>\\n apiGet(`/api/portfolio/positions/${encodeURIComponent(positionId)}`, { refresh: true })\\n ```\\n\\n For Market Quotes & Detail Charts v1, avoid any provider-like refresh unless explicitly clicked. If backend `refresh=true` can trigger provider work, this must be changed or separated.\\n\\n### Crypto page\\n\\nFile: `frontend/src/pages/CryptoPage.vue`\\n\\nCurrent behavior:\\n\\n- Auto-loads local dashboard data on render via:\\n\\n ```ts\\n onMounted(() => { void loadPositions() })\\n ```\\n\\n- `loadPositions()` calls local FastAPI only:\\n - `getHealth(refresh)`\\n - `getRuntimeStatus(refresh)`\\n - `getCryptoPositions(refresh)`\\n - `getWallets(refresh)`\\n\\n- The page explicitly says:\\n\\n ```html\\n Provider Render: nein\\n ```\\n\\n- Detail drawer opens only on explicit row/card click:\\n\\n ```ts\\n async function selectPosition(row: CryptoPosition) {\\n selected.value = row\\n detail.value = await getCryptoPosition(row.asset_id)\\n }\\n ```\\n\\n- Existing detail drawer already shows:\\n - CoinGecko external link\\n - cached `coingecko_info`\\n - cached `price_history`\\n - `SparklineChart :points=\\\"detail.price_history\\\"`\\n - message when CoinGecko info is absent:\\n\\n ```html\\n Coin-Infos aktualisieren: nur per Nutzeraktion, keine automatische API-Abfrage beim Rendern.\\n ```\\n\\nGood existing fit:\\n\\n- Crypto already has UX copy enforcing no auto provider calls.\\n- Detail fetch is click-driven.\\n- Quote/chart v1 should extend this explicit-click model rather than fetch live provider data on mount.\\n\\n## API clients to modify\\n\\n### `frontend/src/api/equity.ts`\\n\\nCurrent exports:\\n\\n```ts\\ngetEquityPositions()\\ngetEquityPosition()\\ngetEquityPositionDetail()\\npreviewEquitySell()\\nconfirmEquitySell()\\npreviewEquityDividend()\\nconfirmEquityDividend()\\n```\\n\\nPrecise changes recommended:\\n\\n- Add explicit-click quote client, depending on backend route naming, e.g.:\\n\\n ```ts\\n export const getEquityMarketQuote = (positionIdOrInstrumentId: string) =>\\n apiGet(`/api/market/quotes/equity/${encodeURIComponent(positionIdOrInstrumentId)}`, { refresh: true })\\n ```\\n\\n- Add explicit-click chart/history client using existing backend route if appropriate:\\n\\n Backend route found:\\n\\n ```py\\n GET /api/market/prices/{instrument_id}/history\\n ```\\n\\n Frontend function could be:\\n\\n ```ts\\n export const getEquityPriceHistory = (instrumentId: string, refresh = true) =>\\n apiGet(`/api/market/prices/${encodeURIComponent(instrumentId)}/history`, { refresh })\\n ```\\n\\n- Revisit `getEquityPositionDetail()` because it currently always uses `{ refresh: true }`. For v1 no-provider-on-render/click discipline, better split:\\n - cached/local detail fetch:\\n\\n ```ts\\n getEquityPositionDetail(positionId, refresh = false)\\n ```\\n\\n - explicit market refresh function/button for provider quote/chart.\\n\\n### `frontend/src/api/crypto.ts`\\n\\nCurrent exports:\\n\\n```ts\\ngetCryptoPositions()\\ngetCryptoPosition()\\ngetWallets()\\ngetWallet()\\npreviewWallet()\\nconfirmWallet()\\ndeleteWallet()\\npreviewCryptoAction()\\nconfirmCryptoAction()\\n```\\n\\nBackend route found but no frontend client exists:\\n\\n```py\\nGET /api/crypto/prices/{asset_id}/history\\n```\\n\\nPrecise changes recommended:\\n\\n- Add explicit-click crypto chart/history client:\\n\\n ```ts\\n export const getCryptoPriceHistory = (assetId: string, refresh = true) =>\\n apiGet(`/api/crypto/prices/${encodeURIComponent(assetId)}/history`, { refresh })\\n ```\\n\\n- Add explicit-click crypto quote client if backend v1 exposes one, e.g.:\\n\\n ```ts\\n export const getCryptoMarketQuote = (assetId: string) =>\\n apiGet(`/api/crypto/quotes/${encodeURIComponent(assetId)}`, { refresh: true })\\n ```\\n\\n If backend instead returns quote inside detail, keep provider refresh separate from `getCryptoPosition()` to avoid row-click triggering provider calls.\\n\\n### `frontend/src/api/types.ts`\\n\\nCurrent relevant types:\\n\\n```ts\\nexport interface PricePoint { date: string; value: string; currency: string }\\n\\nexport interface CryptoPositionDetail extends CryptoPosition {\\n wallet_allocations: WalletAllocation[]\\n coingecko_info?: CoinGeckoInfo | null\\n available_actions?: ActionItem[]\\n price_history?: PricePoint[]\\n read_only_note: string\\n}\\n\\nexport interface EquityPositionDetail extends EquityPosition {\\n fx_status: string\\n cost_basis_status: string\\n day_change_chf: string | null\\n last_trade_date: string | null\\n provider: string | null\\n source_url: string | null\\n available_actions: ActionItem[]\\n price_history: PricePoint[]\\n}\\n```\\n\\nPrecise changes recommended:\\n\\n- Add reusable quote/detail chart types:\\n\\n ```ts\\n export interface MarketQuote {\\n symbol: string\\n name?: string | null\\n price: string | null\\n currency: string\\n as_of: string | null\\n provider: string | null\\n source_url?: string | null\\n status: string\\n warnings?: string[]\\n }\\n\\n export interface MarketChartRange {\\n range: '1D' | '1W' | '1M' | '3M' | '1Y' | 'MAX'\\n }\\n ```\\n\\n- Consider extending `PricePoint` if backend returns richer chart points:\\n\\n ```ts\\n export interface PricePoint {\\n date: string\\n value: string\\n currency: string\\n provider?: string | null\\n }\\n ```\\n\\n- Equity issue: frontend currently lacks a clean `instrument_id` on `EquityPosition` / `EquityPositionDetail`, while backend history route requires `instrument_id`.\\n\\n Recommended addition if backend can provide it:\\n\\n ```ts\\n export interface EquityPosition {\\n position_id: string\\n instrument_id?: string\\n ...\\n }\\n ```\\n\\n Otherwise frontend would need to parse `position_id.split(':')[1]`, which is brittle and should be avoided for v1 if possible.\\n\\n## Components/pages to modify\\n\\n### `frontend/src/pages/EquityPage.vue`\\n\\nPrecise UI additions:\\n\\n- In equity detail drawer, add explicit-click market controls near current price/status block.\\n- Suggested state:\\n - `quoteLoading`\\n - `quoteError`\\n - `equityQuote`\\n - `chartLoading`\\n - `chartError`\\n - `equityChartPoints`\\n- Add buttons:\\n - `data-testid=\\\"equity-load-quote\\\"`\\n - `data-testid=\\\"equity-load-chart\\\"`\\n- Do not call quote/chart provider APIs in:\\n - `onMounted`\\n - `loadPositions`\\n - `selectEquity`\\n- Existing `SparklineChart :points=\\\"equityDetail.price_history\\\"` can remain as cached/local history.\\n- New detail chart should only render provider/refreshed chart after button click.\\n\\nLikely functions:\\n\\n```ts\\nasync function loadSelectedEquityQuote() { ... }\\nasync function loadSelectedEquityChart() { ... }\\n```\\n\\n### `frontend/src/pages/CryptoPage.vue`\\n\\nPrecise UI additions:\\n\\n- In crypto detail drawer, add explicit-click controls near CoinGecko/cache section.\\n- Suggested buttons:\\n - `data-testid=\\\"crypto-load-quote\\\"`\\n - `data-testid=\\\"crypto-load-chart\\\"`\\n- Do not call quote/chart provider APIs in:\\n - `onMounted`\\n - `loadPositions`\\n - `selectPosition`\\n- Keep existing cached `coingecko_info` and cached `detail.price_history` behavior.\\n- Add explicit refresh area showing:\\n - quote price/status/provider/as-of\\n - chart loading/error/empty states\\n - provider warning text if returned\\n\\n### `frontend/src/components/SparklineChart.vue`\\n\\nCurrent component:\\n\\n- Accepts `PricePoint[]`\\n- Shows text if fewer than 3 valid values:\\n\\n ```html\\n Noch zu wenig Kurshistorie für Chart.\\n ```\\n\\n- Renders minimal SVG sparkline.\\n\\nFor v1 detail charts:\\n\\n- Either reuse this for compact detail chart, or add a new component.\\n- If richer charts are needed, create a new component instead of overloading sparkline.\\n\\nRecommended new component:\\n\\n- `frontend/src/components/MarketDetailChart.vue`\\n\\nSuggested props:\\n\\n```ts\\ndefineProps<{\\n points?: PricePoint[]\\n loading?: boolean\\n error?: string | null\\n title?: string\\n}>()\\n```\\n\\nWhy new component:\\n\\n- Existing `SparklineChart` is intentionally tiny.\\n- `package.json` already includes `chart.js`, but the existing frontend does not appear to use Chart.js in the inspected Equity/Crypto pages.\\n- A simple SVG detail chart would match existing style and avoid extra PrimeVue/Chart.js integration risk.\\n\\n### `frontend/src/components/ui/ChartPanel.vue`\\n\\nCurrent component is very small PrimeVue wrapper:\\n\\n```vue\\n\\n```\\n\\nCould be reused if the detail chart should follow PrimeVue card style, but Equity/Crypto pages currently use custom Tailwind cards/drawers, not this component directly.\\n\\nRecommendation:\\n\\n- Optional reuse only.\\n- Not required for minimal v1.\\n\\n## Tests to modify/add\\n\\n### `frontend/src/pages/CryptoPage.test.ts`\\n\\nExisting dedicated crypto tests are strong and should be extended.\\n\\nAdd assertions that:\\n\\n- `getCryptoMarketQuote` / `getCryptoPriceHistory` mocks are **not called on mount**.\\n- They are **not called on row click**.\\n- They are called only after explicit button click.\\n- Loading/error/empty states render correctly.\\n\\nPrecise updates:\\n\\n- Extend mock:\\n\\n ```ts\\n vi.mock('@/api/crypto', () => ({\\n getCryptoPosition: vi.fn(),\\n getCryptoPositions: vi.fn(),\\n getWallet: vi.fn(),\\n getWallets: vi.fn(),\\n getCryptoPriceHistory: vi.fn(),\\n getCryptoMarketQuote: vi.fn(),\\n previewCryptoAction: vi.fn(),\\n confirmCryptoAction: vi.fn(),\\n }))\\n ```\\n\\n- Add tests around:\\n - `[data-testid=\\\"crypto-load-quote\\\"]`\\n - `[data-testid=\\\"crypto-load-chart\\\"]`\\n\\n### `frontend/src/pages/ReadOnlySurfaces.test.ts`\\n\\nCurrently contains Equity page coverage:\\n\\n```ts\\nit('Equity page auto-loads data and opens detail drawer', ...)\\n```\\n\\nModify this or add a new test asserting:\\n\\n- New quote/chart API mocks are not called during Equity page mount.\\n- New quote/chart API mocks are not called during detail row click.\\n- They are called only when explicit detail buttons are clicked.\\n\\nCurrent mocks to update:\\n\\n```ts\\nvi.mock('@/api/equity', () => ({\\n getEquityPositions: vi.fn(),\\n getEquityPositionDetail: vi.fn(),\\n}))\\n```\\n\\nAdd:\\n\\n```ts\\ngetEquityMarketQuote: vi.fn()\\ngetEquityPriceHistory: vi.fn()\\n```\\n\\nIf this becomes too large, create a dedicated:\\n\\n- `frontend/src/pages/EquityPage.test.ts`\\n\\nThere is currently no dedicated Equity page test file.\\n\\n### `frontend/src/api/client.test.ts`\\n\\nCurrent endpoint coverage includes:\\n\\n```ts\\ngetCryptoPosition()\\ngetCryptoPositions()\\ngetEquityPosition()\\ngetEquityPositions()\\n```\\n\\nAdd new API client function imports and expected URL assertions, e.g.:\\n\\n```ts\\nawait getCryptoPriceHistory('btc', true)\\nawait getEquityPriceHistory('inst-1', true)\\n```\\n\\nExpected URLs, based on existing backend routes:\\n\\n```ts\\n'http://127.0.0.1:8000/api/crypto/prices/btc/history'\\n'http://127.0.0.1:8000/api/market/prices/inst-1/history'\\n```\\n\\nIf quote endpoints are new, add those expected URLs too.\\n\\n### Optional new component test\\n\\nIf creating `MarketDetailChart.vue`, add:\\n\\n- `frontend/src/components/MarketDetailChart.test.ts`\\n\\nTest cases:\\n\\n- loading state\\n- error state\\n- fewer than 3 points\\n- renders SVG/chart when enough points exist\\n\\n## Backend route facts relevant to frontend\\n\\nAlready existing backend history routes:\\n\\n- Equity/market history:\\n\\n ```py\\n GET /api/market/prices/{instrument_id}/history\\n ```\\n\\n File:\\n\\n `src/jarvis_finance/api/routers/positions.py`\\n\\n- Crypto history:\\n\\n ```py\\n GET /api/crypto/prices/{asset_id}/history\\n ```\\n\\n File:\\n\\n `src/jarvis_finance/api/routers/crypto.py`\\n\\nFrontend does not currently expose either route in `src/api/*.ts`.\\n\\n## Files to modify for Market Quotes & Detail Charts v1\\n\\nPrimary frontend files:\\n\\n- `frontend/src/api/types.ts`\\n - Add `MarketQuote` and possibly enrich `PricePoint`.\\n - Add `instrument_id?: string` to equity types if backend supports it.\\n\\n- `frontend/src/api/equity.ts`\\n - Add explicit-click quote/history clients.\\n - Consider changing `getEquityPositionDetail(positionId)` so it does not always force `{ refresh: true }`.\\n\\n- `frontend/src/api/crypto.ts`\\n - Add explicit-click quote/history clients.\\n\\n- `frontend/src/pages/EquityPage.vue`\\n - Add explicit-click quote/chart buttons and state in detail drawer.\\n - Ensure no quote/chart provider calls from mount, load, or row click.\\n\\n- `frontend/src/pages/CryptoPage.vue`\\n - Add explicit-click quote/chart buttons and state in detail drawer.\\n - Preserve current “no provider render” behavior.\\n\\nLikely new component:\\n\\n- `frontend/src/components/MarketDetailChart.vue`\\n\\nTests:\\n\\n- `frontend/src/pages/CryptoPage.test.ts`\\n- `frontend/src/pages/ReadOnlySurfaces.test.ts`\\n- Optional/new: `frontend/src/pages/EquityPage.test.ts`\\n- `frontend/src/api/client.test.ts`\\n- Optional/new: `frontend/src/components/MarketDetailChart.test.ts`\\n\\n## Issues encountered / risks\\n\\n- No files were edited or created.\\n- There is no dedicated `EquityPage.test.ts`; Equity coverage currently lives in `ReadOnlySurfaces.test.ts`.\\n- `getEquityPositionDetail()` currently uses `{ refresh: true }`, which may conflict with “no provider calls unless explicit click” if backend treats refresh as provider-refresh.\\n- Existing equity market history backend route needs `instrument_id`, but frontend equity types currently expose only `position_id`, `ticker`, and `isin`. Prefer adding `instrument_id` to API response/types rather than parsing `position_id`.\\n- Crypto already has strong “no provider on render” copy/patterns; v1 should preserve that and make quote/chart refresh explicit.\", \"api_calls\": 14, \"duration_seconds\": 145.78, \"model\": \"gpt-5.5\", \"exit_reason\": \"completed\", \"tokens\": {\"input\": 457478, \"output\": 5709}, \"tool_trace\": [{\"tool\": \"search_files\", \"args_bytes\": 107, \"result_bytes\": 9940, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 103, \"result_bytes\": 18886, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 98, \"result_bytes\": 20022, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 98, \"result_bytes\": 22262, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 90, \"result_bytes\": 1471, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 90, \"result_bytes\": 1730, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 90, \"result_bytes\": 7167, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 102, \"result_bytes\": 13725, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 190, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 191, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 124, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 156, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 106, \"result_bytes\": 1504, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 105, \"result_bytes\": 689, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 105, \"result_bytes\": 1555, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 90, \"result_bytes\": 2160, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 85, \"result_bytes\": 1218, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 185, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 117, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 94, \"result_bytes\": 9283, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 227, \"result_bytes\": 18, \"status\": \"ok\"}, {\"tool\": \"search_files\", \"args_bytes\": 128, \"result_bytes\": 886, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 104, \"result_bytes\": 2525, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 105, \"result_bytes\": 2642, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 107, \"result_bytes\": 6849, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 93, \"result_bytes\": 2622, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 107, \"result_bytes\": 10337, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 95, \"result_bytes\": 2471, \"status\": \"ok\"}, {\"tool\": \"read_file\", \"args_bytes\": 107, \"result_bytes\": 5546, \"status\": \"ok\"}]}, {\"task_index\": 1, \"status\": \"completed\", \"summary\": \"## What I did\\n\\nInspected the FinanceManager backend API/schema/router/service/test areas for:\\n\\n- Positions: `api/routers/positions.py`, `api/schemas/positions.py`\\n- Equity: `api/routers/equity.py`, `services/equity_service.py`\\n- Crypto: `api/routers/crypto.py`, `services/crypto_service.py`\\n- Market data/providers/cache/migrations:\\n - `market_data/prices.py`\\n - `market/providers.py`\\n - `market_data/cache.py`\\n - `storage/schema.py`\\n - `storage/migrations.py`\\n- Relevant tests:\\n - `tests/unit/test_fastapi_vue_cockpit_v11.py`\\n - `tests/unit/test_fx_market_data_phase_c.py`\\n - `tests/unit/test_crypto_price_update.py`\\n - `tests/unit/test_equity_manage.py`\\n - `tests/unit/test_crypto_manage.py`\\n\\nNo files were edited.\\n\\n## What I found\\n\\n### Existing API shape\\n\\n- Routers are mounted under `/api` in `src/jarvis_finance/api/main.py`.\\n- There is no dedicated `market` API router yet.\\n- Existing market-ish endpoints:\\n - `GET /api/market/prices/{instrument_id}/history`\\n - Implemented in `api/routers/positions.py`\\n - Calls `manual_entry_service.market_price_history`\\n - Reads existing `market_prices`\\n - `GET /api/crypto/prices/{asset_id}/history`\\n - Implemented in `api/routers/crypto.py`\\n - Calls `manual_entry_service.crypto_price_history`\\n - Reads existing `crypto_prices`\\n- Existing detail endpoints already embed `price_history`:\\n - `GET /api/portfolio/positions/{position_id}`\\n - `manual_entry_service.get_equity_position_detail`\\n - `GET /api/crypto/positions/{asset_id}`\\n - `crypto_service.get_crypto_position`\\n\\n### Existing storage\\n\\nCurrent quote/cache tables already exist:\\n\\n- `market_prices`\\n - Equity/ETF prices\\n - Used by `market_data.prices.store_market_price`\\n- `crypto_prices`\\n - Crypto prices\\n - Used by `market.providers.store_crypto_price`\\n\\nRequested new v1 cache tables do not exist:\\n\\n- `equity_price_points`\\n- `crypto_price_points`\\n\\nMigration system is compatibility-style:\\n\\n- `storage/migrations.py`\\n - `MIGRATION_VERSION = 36`\\n - `apply_migrations()` always runs `INITIAL_SCHEMA_SQL`, then `_apply_compat_migrations()`.\\n - New tables should be created from a new helper called inside `_apply_compat_migrations()`.\\n- `storage/schema.py`\\n - `INITIAL_SCHEMA_SQL` is a large literal string.\\n - `REQUIRED_TABLES` should include any required new tables.\\n\\n### Existing providers\\n\\nEquity providers are in:\\n\\n- `src/jarvis_finance/market_data/prices.py`\\n - `EquityPriceQuote`\\n - `EquityPriceProvider`\\n - `MockEquityPriceProvider`\\n - `FmpEquityPriceProvider`\\n - `FinnhubEquityPriceProvider`\\n - `TwelveDataEquityPriceProvider`\\n - `MassiveEquityPriceProvider`\\n - `EodhdEquityPriceProvider`\\n - `CompositeEquityPriceProvider`\\n - `equity_price_provider_by_name`\\n - `store_market_price`\\n - `refresh_market_prices`\\n\\nCrypto provider code is in:\\n\\n- `src/jarvis_finance/market/providers.py`\\n - `PriceQuote`\\n - `CoinGeckoClient`\\n - `store_crypto_price`\\n - `refresh_crypto_prices`\\n\\n`src/jarvis_finance/market_data/cache.py` is effectively empty and is a good place for new point-cache helper functions.\\n\\n## Minimal backend implementation plan\\n\\n### 1. Add market API schemas\\n\\nCreate new file:\\n\\n- `src/jarvis_finance/api/schemas/market.py`\\n\\nAdd models:\\n\\n- `MarketStatusResponse`\\n - `equity_latest_update: str | None`\\n - `crypto_latest_update: str | None`\\n - `equity_cached_points: int`\\n - `crypto_cached_points: int`\\n - `mapped_equity_instruments: int`\\n - `mapped_crypto_assets: int`\\n - `warnings: list[str] = []`\\n\\n- `QuoteRefreshRequest`\\n - `provider: str = \\\"auto\\\"` for equity\\n - `currency: str = \\\"CHF\\\"` for crypto\\n - `force: bool = False`\\n\\n- `QuoteRefreshResponse`\\n - `status: str`\\n - `entity_id: str`\\n - `price: str | None`\\n - `currency: str | None`\\n - `provider: str | None`\\n - `timestamp: str | None`\\n - `quality_status: str`\\n - `message: str`\\n\\n- `ChartPoint`\\n - `date: str`\\n - `value: str`\\n - `currency: str`\\n - `provider: str | None = None`\\n - `quality_status: str | None = None`\\n\\n- `DetailChartResponse`\\n - `entity_type: str`\\n - `entity_id: str`\\n - `currency: str`\\n - `points: list[ChartPoint]`\\n - `source: str = \\\"cache\\\"`\\n - `as_of: str | None = None`\\n\\nOptional: reuse existing `PricePoint` from `api/schemas/positions.py`, but a dedicated `market.py` keeps v1 market contracts separate and cleaner.\\n\\n### 2. Add point-cache helpers\\n\\nModify empty file:\\n\\n- `src/jarvis_finance/market_data/cache.py`\\n\\nAdd functions:\\n\\n- `upsert_equity_price_point(conn, *, instrument_id, point_date, close, currency, provider, provider_symbol=None, source_price_id=None, quality_status=\\\"fresh\\\") -> str`\\n- `upsert_crypto_price_point(conn, *, asset_id, point_date, price, currency, provider, coingecko_id=None, source_price_id=None, quality_status=\\\"fresh\\\") -> str`\\n- `get_equity_chart_points(conn, instrument_id: str, *, limit: int = 365) -> list[dict]`\\n- `get_crypto_chart_points(conn, asset_id: str, *, currency: str = \\\"CHF\\\", limit: int = 365) -> list[dict]`\\n- `backfill_equity_points_from_market_prices(conn, instrument_id: str) -> int`\\n- `backfill_crypto_points_from_crypto_prices(conn, asset_id: str, currency: str = \\\"CHF\\\") -> int`\\n\\nImplementation notes:\\n\\n- Use `stable_id` and `utc_now` from `jarvis_finance.imports.common`.\\n- Read-only chart endpoints should never call external providers.\\n- Backfill helpers should make existing `market_prices` / `crypto_prices` immediately usable as chart points.\\n\\n### 3. Add market service layer\\n\\nCreate new file:\\n\\n- `src/jarvis_finance/services/market_service.py`\\n\\nAdd functions:\\n\\n- `get_market_status(conn) -> MarketStatusResponse`\\n - Count rows in `equity_price_points`, `crypto_price_points`.\\n - Count mapped equity instruments from `instrument_price_mappings` where `mapping_status='mapped'`.\\n - Count active crypto assets with `coingecko_id IS NOT NULL`.\\n - Latest equity timestamp from `MAX(created_at)` or max point date.\\n - Latest crypto timestamp from `MAX(fetched_at)`/points.\\n - Must not expose secret names or raw provider credentials.\\n\\n- `refresh_equity_quote(conn, instrument_id: str, request: QuoteRefreshRequest) -> QuoteRefreshResponse`\\n - Validate instrument exists.\\n - Resolve mapped provider symbol from `instrument_price_mappings`.\\n - Use `equity_price_provider_by_name(request.provider)`.\\n - Fetch quote.\\n - Persist with existing `store_market_price`.\\n - Also persist into `equity_price_points`.\\n - Return sanitized response.\\n\\n- `refresh_crypto_quote(conn, asset_id: str, request: QuoteRefreshRequest) -> QuoteRefreshResponse`\\n - Validate crypto asset exists and has `coingecko_id`.\\n - Use `CoinGeckoClient`.\\n - Fetch single crypto quote.\\n - Persist with existing `store_crypto_price`.\\n - Also persist into `crypto_price_points`.\\n - Return sanitized response.\\n\\n- `get_equity_detail_chart(conn, instrument_id: str, *, limit: int = 365) -> DetailChartResponse`\\n - Backfill from `market_prices` if point table empty for instrument.\\n - Return cache-only chart points.\\n\\n- `get_crypto_detail_chart(conn, asset_id: str, *, currency: str = \\\"CHF\\\", limit: int = 365) -> DetailChartResponse`\\n - Backfill from `crypto_prices` if point table empty for asset.\\n - Return cache-only chart points.\\n\\n### 4. Add market router\\n\\nCreate new file:\\n\\n- `src/jarvis_finance/api/routers/market.py`\\n\\nAdd endpoints:\\n\\n- `GET /market/status`\\n - Function: `market_status`\\n - Calls `market_service.get_market_status`\\n\\n- `POST /market/equity/{instrument_id}/quote`\\n - Function: `market_equity_quote_refresh`\\n - Calls `market_service.refresh_equity_quote`\\n\\n- `POST /market/crypto/{asset_id}/quote`\\n - Function: `market_crypto_quote_refresh`\\n - Calls `market_service.refresh_crypto_quote`\\n\\n- `GET /market/equity/{instrument_id}/chart`\\n - Function: `market_equity_detail_chart`\\n - Query params: `limit: int = Query(default=365, ge=1, le=5000)`\\n - Calls `market_service.get_equity_detail_chart`\\n\\n- `GET /market/crypto/{asset_id}/chart`\\n - Function: `market_crypto_detail_chart`\\n - Query params:\\n - `currency: str = \\\"CHF\\\"`\\n - `limit: int = Query(default=365, ge=1, le=5000)`\\n - Calls `market_service.get_crypto_detail_chart`\\n\\n### 5. Mount market router\\n\\nModify:\\n\\n- `src/jarvis_finance/api/main.py`\\n\\nExact changes:\\n\\n- Import `market` in the router import line:\\n\\n```python\\nfrom jarvis_finance.api.routers import budget, cash, crypto, equity, health, market, overview, positions, reports, system\\n```\\n\\n- Include `market.router` in the loop:\\n\\n```python\\nfor router in (..., market.router, ...):\\n app.include_router(router, prefix=\\\"/api\\\")\\n```\\n\\n### 6. Add cache tables to migrations\\n\\nModify:\\n\\n- `src/jarvis_finance/storage/migrations.py`\\n\\nExact changes:\\n\\n- Bump:\\n\\n```python\\nMIGRATION_VERSION = 37\\nMIGRATION_NAME = \\\"037_market_quotes_detail_charts_v1\\\"\\n```\\n\\n- Add text-affinity entries:\\n\\n```python\\nTEXT_AFFINITY_COLUMNS = {\\n ...\\n \\\"equity_price_points\\\": {\\\"open\\\", \\\"high\\\", \\\"low\\\", \\\"close\\\", \\\"adjusted_close\\\"},\\n \\\"crypto_price_points\\\": {\\\"price\\\", \\\"market_cap\\\", \\\"volume_24h\\\"},\\n}\\n```\\n\\nCareful: `_rebuild_table_with_text_columns()` currently returns safely if table missing, so this is okay.\\n\\n- Add function:\\n\\n```python\\ndef _create_market_quotes_detail_charts_v1_tables(conn: Connection) -> None:\\n conn.executescript(\\\"\\\"\\\"\\n CREATE TABLE IF NOT EXISTS equity_price_points (\\n price_point_id TEXT PRIMARY KEY,\\n instrument_id TEXT NOT NULL REFERENCES instruments(instrument_id),\\n point_date TEXT NOT NULL,\\n point_timestamp TEXT,\\n open TEXT,\\n high TEXT,\\n low TEXT,\\n close TEXT NOT NULL,\\n adjusted_close TEXT,\\n currency TEXT NOT NULL,\\n provider TEXT NOT NULL,\\n provider_symbol TEXT,\\n source_price_id TEXT,\\n quality_status TEXT NOT NULL DEFAULT 'fresh',\\n created_at TEXT NOT NULL,\\n UNIQUE(instrument_id, point_date, provider)\\n );\\n CREATE INDEX IF NOT EXISTS idx_equity_price_points_instrument_date\\n ON equity_price_points(instrument_id, point_date);\\n\\n CREATE TABLE IF NOT EXISTS crypto_price_points (\\n price_point_id TEXT PRIMARY KEY,\\n asset_id TEXT NOT NULL REFERENCES crypto_assets(asset_id),\\n coingecko_id TEXT,\\n point_date TEXT NOT NULL,\\n point_timestamp TEXT,\\n price TEXT NOT NULL,\\n price_currency TEXT NOT NULL,\\n provider TEXT NOT NULL DEFAULT 'CoinGecko',\\n source_price_id TEXT,\\n market_cap TEXT,\\n volume_24h TEXT,\\n quality_status TEXT NOT NULL DEFAULT 'fresh',\\n created_at TEXT NOT NULL,\\n UNIQUE(asset_id, point_date, price_currency, provider)\\n );\\n CREATE INDEX IF NOT EXISTS idx_crypto_price_points_asset_date\\n ON crypto_price_points(asset_id, point_date, price_currency);\\n \\\"\\\"\\\")\\n```\\n\\n- Call it from `_apply_compat_migrations()` near existing market-data setup:\\n\\n```python\\n_create_fx_market_data_tables(conn)\\n_create_market_quotes_detail_charts_v1_tables(conn)\\n```\\n\\n### 7. Add required tables / initial schema\\n\\nModify:\\n\\n- `src/jarvis_finance/storage/schema.py`\\n\\nExact changes:\\n\\n- Add `equity_price_points` and `crypto_price_points` to `REQUIRED_TABLES`.\\n\\n- Ideally also add both `CREATE TABLE IF NOT EXISTS ...` blocks to `INITIAL_SCHEMA_SQL` after existing `market_prices` and `crypto_prices`.\\n - Because current migration compatibility function will create them anyway, adding to `INITIAL_SCHEMA_SQL` is not strictly required for functionality.\\n - But it keeps fresh installs and schema documentation coherent.\\n\\n### 8. Update existing history/detail functions to use new point cache\\n\\nModify:\\n\\n- `src/jarvis_finance/services/manual_entry_service.py`\\n\\nExact functions:\\n\\n- `get_equity_position_detail`\\n - Current line reads from `market_prices`.\\n - Change to use `get_equity_chart_points(conn, instrument_id, limit=30)`.\\n - Preserve response field `price_history`.\\n\\n- `market_price_history`\\n - Change to use `get_equity_chart_points(conn, instrument_id, limit=120)`.\\n - Return existing `PricePoint` list for backward compatibility.\\n\\n- `crypto_price_history`\\n - Change to use `get_crypto_chart_points(conn, asset_id, currency=\\\"CHF\\\", limit=60)`.\\n\\nModify:\\n\\n- `src/jarvis_finance/services/crypto_service.py`\\n\\nExact function:\\n\\n- `get_crypto_position`\\n - Current embedded `price_history` reads directly from `crypto_prices`.\\n - Change to call `get_crypto_chart_points(conn, asset_id, currency=\\\"CHF\\\", limit=60)`.\\n\\nThis keeps existing frontend detail drawers working while new `/api/market/.../chart` endpoints are added.\\n\\n### 9. Tests to add\\n\\nCreate:\\n\\n- `tests/unit/test_market_quotes_detail_charts_v1.py`\\n\\nSuggested tests:\\n\\n1. `test_market_quote_chart_tables_created_by_migrations`\\n - `connect_memory()`\\n - `apply_migrations(conn)`\\n - Assert both tables exist.\\n\\n2. `test_market_status_endpoint_is_sanitized`\\n - FastAPI `TestClient` with DB override.\\n - `GET /api/market/status`\\n - Assert expected keys.\\n - Assert response string does not contain:\\n - `api_key`\\n - `token`\\n - `secret`\\n\\n3. `test_equity_quote_refresh_writes_quote_and_price_point`\\n - Seed platform/account/instrument/mapping.\\n - Monkeypatch `jarvis_finance.services.market_service.equity_price_provider_by_name` to return `MockEquityPriceProvider`.\\n - `POST /api/market/equity/{instrument_id}/quote`\\n - Assert:\\n - response `quality_status == \\\"fresh\\\"`\\n - one row in `market_prices`\\n - one row in `equity_price_points`\\n\\n4. `test_equity_detail_chart_reads_cache_without_provider_call`\\n - Seed `market_prices` or `equity_price_points`.\\n - `GET /api/market/equity/{instrument_id}/chart`\\n - Assert points returned.\\n - No provider monkeypatch/call needed.\\n\\n5. `test_crypto_quote_refresh_writes_quote_and_price_point`\\n - Seed wallet/asset/holding with `coingecko_id`.\\n - Monkeypatch `CoinGeckoClient` or a provider factory in `market_service`.\\n - `POST /api/market/crypto/{asset_id}/quote`\\n - Assert:\\n - row in `crypto_prices`\\n - row in `crypto_price_points`\\n\\n6. `test_crypto_detail_chart_reads_cache_without_provider_call`\\n - Seed `crypto_prices` or `crypto_price_points`.\\n - `GET /api/market/crypto/{asset_id}/chart`\\n - Assert points returned.\\n\\nAlso update existing API test if desired:\\n\\n- `tests/unit/test_fastapi_vue_cockpit_v11.py`\\n - Add a lightweight assertion for `GET /api/market/status`.\\n - Keep existing history endpoint assertions for backward compatibility.\\n\\n## Minimal exact file/function modification list\\n\\n### Create\\n\\n- 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I'm curious if there are any specific details I should keep an eye out for while doing the inspection." } ] } ], "tool_calls": [ { "id": "call_IHd07uvMbVDeVSl8F0XVuyBr", "call_id": "call_IHd07uvMbVDeVSl8F0XVuyBr", "response_item_id": "fc_0efb239e04c012a1016a0cc0d969908191a2d6df98a9ffad37", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py\"}" } }, { "id": "call_Y6rClixV0ZR4d85UXur8Eczc", "call_id": "call_Y6rClixV0ZR4d85UXur8Eczc", "response_item_id": "fc_0efb239e04c012a1016a0cc0d9699c8191a2dcc06443d26481", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/schemas/positions.py\"}" } }, { "id": "call_ym8iFJt2MxI0d5TztgLSXFnH", "call_id": "call_ym8iFJt2MxI0d5TztgLSXFnH", "response_item_id": "fc_0efb239e04c012a1016a0cc0d969a88191af274c203d5b512d", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":200,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/crypto.py\"}" } }, { "id": "call_Weml2KZ0yk69WpPtQQjUg6hb", "call_id": "call_Weml2KZ0yk69WpPtQQjUg6hb", "response_item_id": "fc_0efb239e04c012a1016a0cc0d969ac8191968d460d0b83f89b", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":200,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/routers/positions.py\"}" } }, { "id": "call_ze4b96inljVUcvYCsUQXVPPd", "call_id": "call_ze4b96inljVUcvYCsUQXVPPd", "response_item_id": "fc_0efb239e04c012a1016a0cc0d969b48191947092f2ddf0abbb", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":120,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/api/main.py\"}" } } ] }, { "role": "tool", "name": "read_file", "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| CryptoActionConfirmRequest,\\n 22| CryptoActionPreviewRequest,\\n 23| EquityDividendConfirmRequest,\\n 24| EquityDividendPreviewRequest,\\n 25| EquitySellConfirmRequest,\\n 26| EquitySellPreviewRequest,\\n 27| GenericConfirmRequest,\\n 28| InstrumentSearchCandidate,\\n 29| InstrumentSearchRequest,\\n 30| PositionConfirmRequest,\\n 31| PositionPreviewRequest,\\n 32| PreviewResponse,\\n 33| PricePoint,\\n 34| ProviderSearchResponse,\\n 35| ReferenceAccount,\\n 36| RemovePositionPreviewResponse,\\n 37|)\\n 38|from jarvis_finance.equity.cleanup import apply_review_test_equity_cleanup, identify_review_test_equity_artifacts\\n 39|from jarvis_finance.fx.rates import resolve_fx_rate_to_chf\\n 40|from jarvis_finance.imports.common import stable_id\\n 41|from jarvis_finance.market_data.catalog import (\\n 42| CatalogSearchResult,\\n 43| FmpSearchProvider,\\n 44| FinnhubSymbolLookupProvider,\\n 45| MassiveLookupProvider,\\n 46| OpenFigiLookupProvider,\\n 47| TwelveDataLookupProvider,\\n 48| search_instruments as search_catalog_instruments,\\n 49|)\\n 50|from jarvis_finance.services.api_helpers import decimal_text, optional_decimal_text\\n 51|from jarvis_finance.services.cash_service import get_cash_summary\\n 52|from jarvis_finance.services.equity_service import get_equity_position\\n 53|\\n 54|\\n 55|def _now() -> str:\\n 56| return datetime.now(UTC).replace(microsecond=0).isoformat().replace(\\\"+00:00\\\", \\\"Z\\\")\\n 57|\\n 58|\\n 59|def _uuid(prefix: str) -> str:\\n 60| return f\\\"{prefix}_{uuid4().hex[:16]}\\\"\\n 61|\\n 62|\\n 63|def _decimal(value: str, field: str) -> Decimal:\\n 64| try:\\n 65| parsed = Decimal(str(value))\\n 66| except (InvalidOperation, ValueError) as exc:\\n 67| raise HTTPException(status_code=422, detail=f\\\"Invalid decimal for {field}\\\") from exc\\n 68| if parsed <= 0:\\n 69| raise HTTPException(status_code=422, detail=f\\\"{field} must be positive\\\")\\n 70| return parsed\\n 71|\\n 72|\\n 73|def _decimal_non_negative(value: str | None, field: str) -> Decimal:\\n 74| if value in (None, \\\"\\\"):\\n 75| return Decimal(\\\"0\\\")\\n 76| try:\\n 77| parsed = Decimal(str(value))\\n 78| except (InvalidOperation, ValueError) as exc:\\n 79| raise HTTPException(status_code=422, detail=f\\\"Invalid decimal for {field}\\\") from exc\\n 80| if parsed < 0:\\n 81| raise HTTPException(status_code=422, detail=f\\\"{field} must be zero or positive\\\")\\n 82| return parsed\\n 83|\\n 84|\\n 85|def _normalise_transaction_type(value: str, asset_class: str | None = None) -> str:\\n 86| key = value.strip().lower().replace(\\\" \\\", \\\"_\\\").replace(\\\"-\\\", \\\"_\\\")\\n 87| if key in {\\\"initial_snapshot\\\", \\\"initial\\\"}:\\n 88| return \\\"initial_cash_snapshot\\\" if asset_class == \\\"cash\\\" else \\\"initial_position_snapshot\\\"\\n 89| mapping = {\\n 90| \\\"kauf\\\": \\\"buy\\\",\\n 91| \\\"buy\\\": \\\"buy\\\",\\n 92| \\\"cash_einzahlung\\\": \\\"cash_deposit\\\",\\n 93| \\\"cash_deposit\\\": \\\"cash_deposit\\\",\\n 94| \\\"einzahlung\\\": \\\"cash_deposit\\\",\\n 95| \\\"cash_auszahlung\\\": \\\"cash_withdrawal\\\",\\n 96| \\\"cash_withdrawal\\\": \\\"cash_withdrawal\\\",\\n 97| \\\"auszahlung\\\": \\\"cash_withdrawal\\\",\\n 98| \\\"korrektur\\\": \\\"manual_cash_correction\\\",\\n 99| \\\"cash_korrektur\\\": \\\"manual_cash_correction\\\",\\n 100| \\\"manual_cash_correction\\\": \\\"manual_cash_correction\\\",\\n 101| }\\n 102| return mapping.get(key, key)\\n 103|\\n 104|\\n 105|def _audit(conn: Connection, *, action: str, entity_type: str, entity_id: str, payload: dict, note: str, quality_status: str = \\\"ok\\\") -> str:\\n 106| audit_id = _uuid(\\\"audit\\\")\\n 107| ts = _now()\\n 108| conn.execute(\\n 109| \\\"\\\"\\\"\\n 110| 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 111| VALUES (?, ?, 'vue_dashboard', ?, ?, ?, NULL, ?, ?, 1, ?, 'user', ?, ?)\\n 112| \\\"\\\"\\\",\\n 113| (audit_id, ts, action, entity_type, entity_id, json.dumps(payload, sort_keys=True), note, ts, quality_status, ts),\\n 114| )\\n 115| return audit_id\\n 116|\\n 117|\\n 118|def list_reference_accounts(conn: Connection) -> list[ReferenceAccount]:\\n 119| rows = conn.execute(\\n 120| \\\"\\\"\\\"\\n 121| SELECT a.account_id, p.name AS platform, a.account_name, a.account_type, a.currency\\n 122| FROM accounts a JOIN platforms p ON p.platform_id = a.platform_id\\n 123| WHERE a.is_active = 1\\n 124| ORDER BY p.name, a.account_name\\n 125| \\\"\\\"\\\"\\n 126| ).fetchall()\\n 127| 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 128|\\n 129|\\n 130|def search_instruments(conn: Connection, request: InstrumentSearchRequest) -> list[InstrumentSearchCandidate]:\\n 131| q = f\\\"%{request.query.strip().lower()}%\\\"\\n 132| asset = request.asset_class.lower()\\n 133| allowed = (\\\"stock\\\", \\\"etf\\\") if asset in {\\\"stock\\\", \\\"equity\\\", \\\"etf\\\"} else (asset,)\\n 134| rows = conn.execute(\\n 135| f\\\"\\\"\\\"\\n 136| SELECT instrument_id, asset_class, name, ticker, isin, exchange, currency\\n 137| FROM instruments\\n 138| WHERE is_active = 1 AND lower(asset_class) IN ({','.join('?' for _ in allowed)})\\n 139| AND (lower(name) LIKE ? OR lower(ticker) LIKE ? OR lower(isin) LIKE ?)\\n 140| ORDER BY name\\n 141| LIMIT 12\\n 142| \\\"\\\"\\\",\\n 143| (*allowed, q, q, q),\\n 144| ).fetchall()\\n 145| return [\\n 146| InstrumentSearchCandidate(\\n 147| candidate_id=r[\\\"instrument_id\\\"],\\n 148| label=r[\\\"name\\\"],\\n 149| asset_class=r[\\\"asset_class\\\"],\\n 150| isin=r[\\\"isin\\\"] or \\\"\\\",\\n 151| ticker=r[\\\"ticker\\\"] or \\\"\\\",\\n 152| exchange=r[\\\"exchange\\\"] or \\\"\\\",\\n 153| currency=r[\\\"currency\\\"] or \\\"\\\",\\n 154| provider=\\\"local\\\",\\n 155| confidence_label=\\\"Lokal gespeichert\\\",\\n 156| review_required=False,\\n 157| )\\n 158| for r in rows\\n 159| ]\\n 160|\\n 161|\\n 162|def _chf_amount(amount: str | None, rate: Decimal | None) -> str | None:\\n 163| if amount in (None, \\\"\\\") or rate is None:\\n 164| return None\\n 165| return decimal_text(Decimal(str(amount)) * rate, 2)\\n 166|\\n 167|\\n 168|def _fx_for_explicit_save(conn: Connection, *, currency: str, trade_date: str | None) -> tuple[str, str | None, str | None, str | None]:\\n 169| cur = currency.upper()\\n 170| result = resolve_fx_rate_to_chf(conn, base_currency=cur, rate_date=trade_date, persist=True, resolve_fixed=True)\\n 171| if result.rate is None:\\n 172| return \\\"missing\\\", None, None, result.warning or \\\"FX fehlt: Speichern bleibt möglich, CHF-Wert bleibt leer.\\\"\\n 173| status = \\\"not_needed\\\" if cur == \\\"CHF\\\" else \\\"ok\\\"\\n 174| source = result.source\\n 175| return status, format(result.rate, \\\"f\\\"), source, None\\n 176|\\n 177|\\n 178|def _provider_search_providers():\\n 179| return [FmpSearchProvider(), FinnhubSymbolLookupProvider(), TwelveDataLookupProvider(), OpenFigiLookupProvider(), MassiveLookupProvider()]\\n 180|\\n 181|\\n 182|_DERIVATIVE_TOKENS = (\\\"CDR\\\", \\\"ADR\\\", \\\"GDR\\\", \\\"WARRANT\\\", \\\"CERTIFICATE\\\", \\\"DERIVATIVE\\\", \\\"RIGHT\\\", \\\"NOTE\\\")\\n 183|_MAIN_EXCHANGES = {\\\"NASDAQ\\\", \\\"NYSE\\\", \\\"NYSEARCA\\\", \\\"SIX\\\", \\\"XETRA\\\", \\\"LSE\\\", \\\"TSX\\\"}\\n 184|\\n 185|\\n 186|def _is_derivative_like(result: CatalogSearchResult) -> bool:\\n 187| text = \\\" \\\".join([result.name or \\\"\\\", result.security_type or \\\"\\\", result.evidence_note or \\\"\\\"]).upper()\\n 188| return any(token in text for token in _DERIVATIVE_TOKENS)\\n 189|\\n 190|\\n 191|def _confidence_label(result: CatalogSearchResult) -> str:\\n 192| if \\\"provider conflict\\\" in (result.evidence_note or \\\"\\\").lower():\\n 193| return \\\"Manuell prüfen\\\"\\n 194| if result.confidence == \\\"high\\\":\\n 195| return \\\"Eindeutig\\\"\\n 196| if result.confidence == \\\"medium\\\":\\n 197| return \\\"Wahrscheinlich\\\"\\n 198| if result.ticker or result.isin:\\n 199| return \\\"Unsicher\\\"\\n 200| return \\\"Manuell prüfen\\\"\\n 201|\\n 202|\\n 203|def _search_rank(result: CatalogSearchResult, request: InstrumentSearchRequest) -> tuple[int, int, str]:\\n 204| q = request.query.strip().upper()\\n 205| currency = (request.currency or \\\"\\\").upper()\\n 206| exchange = (request.exchange or \\\"\\\").upper()\\n 207| result_currency = (result.trading_currency or result.instrument_currency or \\\"\\\").upper()\\n 208| result_exchange = (result.exchange or result.provider_market or \\\"\\\").upper()\\n 209| rank = 100\\n 210| if result.isin and result.isin.upper() == q:\\n 211| rank = 0\\n 212| elif result.ticker and result.ticker.upper() == q and (not exchange or result_exchange == exchange) and (not currency or result_currency == currency):\\n 213| rank = 1\\n 214| elif result.ticker and result.ticker.upper() == q:\\n 215| rank = 2\\n 216| elif normalize_text(result.name) == normalize_text(request.query):\\n 217| rank = 3\\n 218| elif q in normalize_text(result.name).upper().split():\\n 219| rank = 4\\n 220| else:\\n 221| rank = 8\\n 222| penalty = 0\\n 223| if result_exchange in _MAIN_EXCHANGES:\\n 224| penalty -= 2\\n 225| if _is_derivative_like(result):\\n 226| penalty += 20\\n 227| if result.confidence == \\\"low\\\":\\n 228| penalty += 5\\n 229| return (rank, penalty, result.name.lower())\\n 230|\\n 231|\\n 232|def normalize_text(value: str | None) -> str:\\n 233| return \\\" \\\".join(str(value or \\\"\\\").replace(\\\"-\\\", \\\" \\\").split()).lower()\\n 234|\\n 235|\\n 236|def _provider_warning_label(code: str) -> str:\\n 237| lowered = code.lower()\\n 238| if \\\"api_key_missing\\\" in lowered:\\n 239| return \\\"API-Key fehlt\\\"\\n 240| if \\\"rate_limited\\\" in lowered:\\n 241| return \\\"Rate Limit\\\"\\n 242| if \\\"network\\\" in lowered:\\n 243| return \\\"Provider nicht erreichbar\\\"\\n 244| if \\\"endpoint_restricted\\\" in lowered:\\n 245| return \\\"Endpoint eingeschränkt\\\"\\n 246| if \\\"auth_failed\\\" in lowered:\\n 247| return \\\"API-Key ungültig oder Provider nicht autorisiert\\\"\\n 248| if \\\"provider_error\\\" in lowered or \\\"lookup_unavailable\\\" in lowered:\\n 249| return \\\"Backend-/Provider-Fehler\\\"\\n 250| return code\\n 251|\\n 252|\\n 253|def _user_provider_source_hint(candidates: list[InstrumentSearchCandidate], warnings: list[str]) -> str | None:\\n 254| if not candidates or not warnings:\\n 255| return None\\n 256| providers = sorted({p.strip() for c in candidates for p in (c.provider or \\\"\\\").replace(\\\"+\\\", \\\",\\\").split(\\\",\\\") if p.strip()})\\n 257| source = \\\"/\\\".join(providers[:3]) if providers else \\\"einem anderen Provider\\\"\\n 258| return f\\\"Datenquelle teilweise eingeschränkt: Ein Provider lieferte keine Daten; Treffer stammt aus {source}.\\\"\\n 259|\\n 260|\\n 261|\", \"total_lines\": 999, \"file_size\": 61780, \"truncated\": true, \"hint\": \"Use offset=261 to continue reading (showing 1-260 of 999 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_IHd07uvMbVDeVSl8F0XVuyBr" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from pydantic import BaseModel\\n 4|\\n 5|\\n 6|class ActionItem(BaseModel):\\n 7| label: str\\n 8| enabled: bool\\n 9| reason: str | None = None\\n 10|\\n 11|\\n 12|class PricePoint(BaseModel):\\n 13| date: str\\n 14| value: str\\n 15| currency: str = \\\"CHF\\\"\\n 16|\\n 17|\\n 18|class CryptoPosition(BaseModel):\\n 19| asset_id: str\\n 20| name: str\\n 21| symbol: str\\n 22| quantity_total: str\\n 23| price_chf: str | None = None\\n 24| market_value_chf: str | None = None\\n 25| portfolio_share_pct: str\\n 26| wallet_count: int\\n 27| price_status: str\\n 28| last_price_update: str | None = None\\n 29| coingecko_url: str | None = None\\n 30|\\n 31|\\n 32|class WalletAllocation(BaseModel):\\n 33| wallet_id: str\\n 34| wallet: str\\n 35| quantity: str\\n 36| market_value_chf: str | None = None\\n 37|\\n 38|\\n 39|class WalletCoin(BaseModel):\\n 40| asset_id: str\\n 41| name: str\\n 42| symbol: str\\n 43| quantity: str\\n 44| market_value_chf: str | None = None\\n 45| status: str\\n 46|\\n 47|\\n 48|class CoinGeckoInfo(BaseModel):\\n 49| market_cap_rank: int | None = None\\n 50| market_cap: str | None = None\\n 51| volume_24h: str | None = None\\n 52| change_24h_pct: str | None = None\\n 53| change_7d_pct: str | None = None\\n 54| homepage: str | None = None\\n 55| image_url: str | None = None\\n 56|\\n 57|\\n 58|class CryptoPositionDetail(CryptoPosition):\\n 59| wallet_allocations: list[WalletAllocation]\\n 60| coingecko_info: CoinGeckoInfo | None = None\\n 61| available_actions: list[ActionItem] = []\\n 62| price_history: list[PricePoint] = []\\n 63| read_only_note: str = \\\"Live-Modus später; keine Provider-Abfrage beim Rendern.\\\"\\n 64|\\n 65|\\n 66|class WalletSummary(BaseModel):\\n 67| wallet_id: str\\n 68| name: str\\n 69| wallet_type: str\\n 70| provider: str = \\\"\\\"\\n 71| coin_count: int\\n 72| market_value_chf: str | None = None\\n 73| status: str\\n 74|\\n 75|\\n 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: str | None = None\\n 216| note: str = \\\"\\\"\\n 217|\\n 218|\\n 219|class PositionConfirmRequest(PositionPreviewRequest):\\n 220| preview_id: str\\n 221|\", \"total_lines\": 313, \"file_size\": 6886, \"truncated\": true, \"hint\": \"Use offset=221 to continue reading (showing 1-220 of 313 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_Y6rClixV0ZR4d85UXur8Eczc" }, { "role": "tool", "name": "read_file", "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 CryptoActionConfirmRequest, CryptoActionPreviewRequest, CryptoPosition, CryptoPositionDetail, ConfirmResponse, PreviewResponse, 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 confirm_crypto_action, crypto_price_history, preview_crypto_action\\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|\\n 39|\\n 40|@router.post(\\\"/crypto/actions/preview\\\", response_model=PreviewResponse)\\n 41|def crypto_action_preview(request: CryptoActionPreviewRequest, conn: Connection = Depends(get_db)) -> PreviewResponse:\\n 42| return preview_crypto_action(conn, request)\\n 43|\\n 44|\\n 45|@router.post(\\\"/crypto/actions/confirm\\\", response_model=ConfirmResponse)\\n 46|def crypto_action_confirm(request: CryptoActionConfirmRequest, conn: Connection = Depends(get_db)) -> ConfirmResponse:\\n 47| return confirm_crypto_action(conn, request)\\n 48|\", \"total_lines\": 47, \"file_size\": 2131, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_ym8iFJt2MxI0d5TztgLSXFnH" }, { "role": "tool", "name": "read_file", "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}", "tool_call_id": "call_Weml2KZ0yk69WpPtQQjUg6hb" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|from __future__ import annotations\\n 2|\\n 3|from fastapi import FastAPI\\n 4|from fastapi.middleware.cors import CORSMiddleware\\n 5|\\n 6|from jarvis_finance.api.routers import budget, cash, crypto, equity, health, overview, positions, reports, system\\n 7|\\n 8|LOCAL_ORIGINS = [\\n 9| \\\"http://localhost:5173\\\",\\n 10| \\\"http://127.0.0.1:5173\\\",\\n 11| \\\"http://100.85.29.67:5173\\\",\\n 12| \\\"http://agent.tailbd371b.ts.net:5173\\\",\\n 13| \\\"http://localhost:8503\\\",\\n 14| \\\"http://127.0.0.1:8503\\\",\\n 15|]\\n 16|\\n 17|\\n 18|def create_app() -> FastAPI:\\n 19| app = FastAPI(\\n 20| title=\\\"JARVIS Finance API\\\",\\n 21| version=\\\"0.1.0\\\",\\n 22| description=\\\"Read-only FastAPI v0 skeleton for the future Vue User Dashboard.\\\",\\n 23| )\\n 24| app.add_middleware(\\n 25| CORSMiddleware,\\n 26| allow_origins=LOCAL_ORIGINS,\\n 27| allow_credentials=False,\\n 28| allow_methods=[\\\"GET\\\", \\\"POST\\\"],\\n 29| allow_headers=[\\\"*\\\"],\\n 30| )\\n 31| for router in (health.router, overview.router, crypto.router, equity.router, cash.router, reports.router, positions.router, budget.router, system.router):\\n 32| app.include_router(router, prefix=\\\"/api\\\")\\n 33| return app\\n 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I might need to use terminal commands, like 'grep' in Python, as an alternative to handle the search. It feels like a more efficient approach for large files, especially if I can narrow down results without being overwhelmed by the volume of data. I'll look into that option and see how it works out!" } ] } ], "tool_calls": [ { "id": "call_r7IeD58w4TcpXCCsgtAO81DQ", "call_id": "call_r7IeD58w4TcpXCCsgtAO81DQ", "response_item_id": "fc_05cac30a7df5aa25016a0cc0e63c0081918a711f57210e8827", "type": "function", "function": { "name": "terminal", "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\np=Path('src/jarvis_finance/services/manual_entry_service.py')\\nfor i,l in enumerate(p.read_text().splitlines(),1):\\n if 'get_equity_position_detail' in l or 'market_price_history' in l or 'crypto_price_history' in l or 'price_history' in l:\\n print(i,l)\\nPY\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}" } } ] }, { "role": "tool", "name": "terminal", "content": "{\"output\": \"553 def get_equity_position_detail(conn: Connection, position_id: str):\\n592 \\\"price_history\\\": [PricePoint(date=r[\\\"price_date\\\"], value=optional_decimal_text(r[\\\"close\\\"]) or \\\"0\\\", currency=r[\\\"currency\\\"] or \\\"CHF\\\").model_dump() for r in rows],\\n607 def market_price_history(conn: Connection, instrument_id: str) -> list[PricePoint]:\\n612 def crypto_price_history(conn: Connection, asset_id: str) -> list[PricePoint]:\", \"exit_code\": 0, \"error\": null}", "tool_call_id": "call_r7IeD58w4TcpXCCsgtAO81DQ" }, { "role": "assistant", "content": "", "reasoning": null, "finish_reason": "tool_calls", "tool_calls": [ { "id": "call_SpDdIRE0mFhKHfY4EaY6rnHK", "call_id": "call_SpDdIRE0mFhKHfY4EaY6rnHK", "response_item_id": "fc_0e137ea32b4596bd016a0cc0e9e1d081918682393a25ab1e30", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":90,\"offset\":540,\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/manual_entry_service.py\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 540| (account_id, currency),\\n 541| ).fetchone()\\n 542| if not row:\\n 543| raise HTTPException(status_code=404, detail=\\\"Cash position not found\\\")\\n 544| payload = {\\\"id\\\": position_id, \\\"platform\\\": row[\\\"platform\\\"], \\\"account_label\\\": row[\\\"account_name\\\"], \\\"currency\\\": row[\\\"currency\\\"], \\\"amount\\\": optional_decimal_text(row[\\\"amount_original\\\"]) or \\\"0\\\", \\\"amount_chf\\\": optional_decimal_text(row[\\\"amount_chf\\\"], 2), \\\"status\\\": row[\\\"quality_status\\\"] or \\\"ok\\\"}\\n 545| last_change = row[\\\"last_change\\\"]\\n 546| else:\\n 547| payload = position.model_dump()\\n 548| row = conn.execute(\\\"SELECT MAX(created_at) AS last_change FROM cash_balances WHERE account_id=? AND currency=?\\\", (account_id, currency)).fetchone()\\n 549| last_change = row[\\\"last_change\\\"] if row else None\\n 550| return CashPositionDetail(**payload, last_change=last_change, available_actions=[ActionItem(label=\\\"Einzahlung\\\", enabled=True), ActionItem(label=\\\"Auszahlung\\\", enabled=True), ActionItem(label=\\\"Korrektur\\\", enabled=True), ActionItem(label=\\\"Verlauf\\\", enabled=True)])\\n 551|\\n 552|\\n 553|def get_equity_position_detail(conn: Connection, position_id: str):\\n 554| account_id, instrument_id = position_id.split(\\\":\\\", 1)\\n 555| try:\\n 556| base = get_equity_position(conn, position_id)\\n 557| payload = base.model_dump()\\n 558| except HTTPException:\\n 559| row = conn.execute(\\n 560| \\\"\\\"\\\"\\n 561| SELECT i.name, i.ticker, i.isin, i.asset_class, i.currency, a.account_name\\n 562| FROM instruments i JOIN accounts a ON a.account_id = ?\\n 563| WHERE i.instrument_id = ?\\n 564| \\\"\\\"\\\",\\n 565| (account_id, instrument_id),\\n 566| ).fetchone()\\n 567| if not row:\\n 568| raise\\n 569| payload = {\\n 570| \\\"position_id\\\": position_id,\\n 571| \\\"name\\\": row[\\\"name\\\"],\\n 572| \\\"ticker\\\": row[\\\"ticker\\\"] or \\\"\\\",\\n 573| \\\"isin\\\": row[\\\"isin\\\"] or \\\"\\\",\\n 574| \\\"account\\\": row[\\\"account_name\\\"] or \\\"\\\",\\n 575| \\\"asset_class\\\": \\\"ETF\\\" if str(row[\\\"asset_class\\\"]).lower() == \\\"etf\\\" else \\\"Aktie\\\",\\n 576| \\\"quantity\\\": \\\"0\\\",\\n 577| \\\"currency\\\": row[\\\"currency\\\"] or \\\"CHF\\\",\\n 578| \\\"price\\\": None,\\n 579| \\\"market_value_chf\\\": None,\\n 580| \\\"status\\\": \\\"Einstand unvollständig\\\",\\n 581| }\\n 582| rows = conn.execute(\\\"SELECT price_date, close, currency, provider FROM market_prices WHERE instrument_id=? ORDER BY price_date LIMIT 30\\\", (instrument_id,)).fetchall()\\n 583| return {\\n 584| **payload,\\n 585| \\\"fx_status\\\": \\\"not_needed\\\" if payload.get(\\\"currency\\\") == \\\"CHF\\\" else \\\"missing\\\",\\n 586| \\\"cost_basis_status\\\": \\\"ok\\\" if payload.get(\\\"market_value_chf\\\") else \\\"Einstand unvollständig\\\",\\n 587| \\\"day_change_chf\\\": None,\\n 588| \\\"last_trade_date\\\": rows[-1][\\\"price_date\\\"] if rows else None,\\n 589| \\\"provider\\\": \\\"local\\\" if rows else None,\\n 590| \\\"source_url\\\": None,\\n 591| \\\"available_actions\\\": [a.model_dump() for a in [ActionItem(label=\\\"Kaufen\\\", enabled=True), ActionItem(label=\\\"Verkaufen\\\", enabled=False, reason=\\\"Sprint v1.2\\\"), ActionItem(label=\\\"Dividende/Ausschüttung\\\", enabled=False, reason=\\\"Sprint v1.2\\\"), ActionItem(label=\\\"Menge korrigieren\\\", enabled=False, reason=\\\"Sprint v1.2\\\"), ActionItem(label=\\\"Verlauf\\\", enabled=True)]],\\n 592| \\\"price_history\\\": [PricePoint(date=r[\\\"price_date\\\"], value=optional_decimal_text(r[\\\"close\\\"]) or \\\"0\\\", currency=r[\\\"currency\\\"] or \\\"CHF\\\").model_dump() for r in rows],\\n 593| }\\n 594|\\n 595|\\n 596|def list_audit(conn: Connection, entity_type: str | None = None, entity_id: str | None = None) -> list[AuditEntry]:\\n 597| clauses=[]; params=[]\\n 598| if entity_type:\\n 599| clauses.append(\\\"entity_type=?\\\"); params.append(entity_type)\\n 600| if entity_id:\\n 601| clauses.append(\\\"entity_id=?\\\"); params.append(entity_id)\\n 602| where = \\\"WHERE \\\" + \\\" AND \\\".join(clauses) if clauses else \\\"\\\"\\n 603| rows = conn.execute(f\\\"SELECT audit_id, timestamp, action, entity_type, entity_id, user_text_note, quality_status FROM audit_log {where} ORDER BY timestamp DESC LIMIT 50\\\", params).fetchall()\\n 604| return [AuditEntry(audit_id=r[\\\"audit_id\\\"], timestamp=r[\\\"timestamp\\\"], action=r[\\\"action\\\"], entity_type=r[\\\"entity_type\\\"], entity_id=r[\\\"entity_id\\\"], note=r[\\\"user_text_note\\\"], quality_status=r[\\\"quality_status\\\"]) for r in rows]\\n 605|\\n 606|\\n 607|def market_price_history(conn: Connection, instrument_id: str) -> list[PricePoint]:\\n 608| rows = conn.execute(\\\"SELECT price_date, close, currency FROM market_prices WHERE instrument_id=? ORDER BY price_date LIMIT 120\\\", (instrument_id,)).fetchall()\\n 609| return [PricePoint(date=r[\\\"price_date\\\"], value=optional_decimal_text(r[\\\"close\\\"]) or \\\"0\\\", currency=r[\\\"currency\\\"] or \\\"CHF\\\") for r in rows]\\n 610|\\n 611|\\n 612|def crypto_price_history(conn: Connection, asset_id: str) -> list[PricePoint]:\\n 613| rows = conn.execute(\\\"SELECT substr(fetched_at,1,10) AS d, price FROM crypto_prices WHERE asset_id=? AND price_currency='CHF' ORDER BY fetched_at LIMIT 60\\\", (asset_id,)).fetchall()\\n 614| return [PricePoint(date=r[\\\"d\\\"] or \\\"\\\", value=decimal_text(r[\\\"price\\\"]), currency=\\\"CHF\\\") for r in rows]\\n 615|\\n 616|\\n 617|def _crypto_asset_identity(conn: Connection, request: CryptoActionPreviewRequest) -> tuple[str | None, str, str]:\\n 618| if request.asset_id:\\n 619| row = conn.execute(\\\"SELECT asset_id, coin_name, symbol FROM crypto_assets WHERE asset_id=?\\\", (request.asset_id,)).fetchone()\\n 620| if row is None:\\n 621| raise HTTPException(status_code=404, detail=\\\"Crypto asset not found\\\")\\n 622| return str(row[\\\"asset_id\\\"]), str(row[\\\"coin_name\\\"]), str(row[\\\"symbol\\\"])\\n 623| coin_name = str(request.coin_name or \\\"\\\").strip()\\n 624| symbol = str(request.symbol or \\\"\\\").strip().upper()\\n 625| if not coin_name or not symbol:\\n 626| raise HTTPException(status_code=422, detail=\\\"coin_name and symbol are required for a new crypto asset\\\")\\n 627| return None, coin_name, symbol\\n 628|\\n 629|\\n 630|\", \"total_lines\": 999, \"file_size\": 61780, \"truncated\": true, \"hint\": \"Use offset=630 to continue reading (showing 540-629 of 999 lines)\", \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_SpDdIRE0mFhKHfY4EaY6rnHK" }, { "role": "assistant", "content": "", "reasoning": "**Planning modifications**\n\nI’m considering how to implement the necessary modifications. I could write files and patch multiple things using execute_code. The user asked for Binance live stats, so I’ll need to include the Binance provider. Perhaps creating a BinanceClient could work, and I might implement this in the market_service with urllib. The scope feels huge but still doable with a minimal approach. I'll also need to inspect the frontend files as part of this process.", "finish_reason": "tool_calls", "reasoning_content": "**Planning modifications**\n\nI’m considering how to implement the necessary modifications. I could write files and patch multiple things using execute_code. The user asked for Binance live stats, so I’ll need to include the Binance provider. Perhaps creating a BinanceClient could work, and I might implement this in the market_service with urllib. The scope feels huge but still doable with a minimal approach. I'll also need to inspect the frontend files as part of this process.", "codex_reasoning_items": [ { "type": "reasoning", "encrypted_content": "gAAAAABqDMDxcklASXdniCLuT5EfnGg3KUwITZ-KBGyO48y8VKW-qAhppAC3o7_qSlo2Jy072DZZO87Jce0FH9PnyCb4NcGl6GR5Tj21SVPbkOZOUwlkPDLqgQu0KjSgLHWai6iURqXS6Zo6d2Ceugo-aIWTG5FiQyOop0x43-_qHnfwjpyCLdKllJGS78hMkN806qhVoYD6lyBHz90xcauT3yvBIB3M_EIf79csoq7nTQa_MsylDsc1jceEXp8S3tRvdLssUBzXNU__soGkUgtcia2bzmvxX8L6OSHXR6phUcDjbPM8ZDHjzv5N89Dw921OOm1LRFE55-kFKAjil7hoiBS6hwwgdLI0unof1boKXPccEeWV-RAs0WjLYNw-AAEqTYfUQXGaP0I8MsSipJiqzSgxlnqbg6JKGi_EzSkwzcIjLM8Z_wjK0RQX7EVqnvx1Iwuogb0cn1I9yQSu9YMgFMnwpYz2OE1RMT3iqsT69UGzW5kPRIyat4czNFDYM7czxtlLwWVYkdVn30ER3WyMH0xFGR91948lrU4WwBhwM-gXQNDXoDE_ZRa5Vk7lTpWr5qj5jcq4btZAMSPDMdSGt_wbuWMo81__sc4llt05FU5IfpVFerZnQihS8OUtJYR_jwi5JdhDi5_woxxrKWyLoyTiju04_COtKmft3IFIvJ0HJWLhrh0eaOAuvOFluTs05eN8t-Iy1G0_LRxqI6MYFo9o9yyPMdej6vhljThW2KHi7qepOX4n1i1psw6lESI3DzTiR6q_L3EDE0DkXCViC_17Zp01DeTVZUANMupsdL3VWIqc9gmLWP9KlkbCuZFFfaXTIlMg-wkSBpDeXWH24o7vMQYYyRz7sM60LpX5hAaYdSfd5mAINmZt1U_3eXCJhuNuaMKHANafBhhjGhBXiYgcpdzW1JSTZTLwIVEi1YyKnSkQA70ygCxtH6GiujxAt0mrEGL7HtcUjVFQ7FHAJLEHKePvRHd4xrjd11HSe5gD1KQUXiNkAawO__vt_kVRHYL_Qq1SRcwjML8sQuRROtWtQcHWjkkgLAKQAOqCMrnufm6dB3z945_pjiU9wkzvn6oH_-UEMLB_tDYQJaSzb_m61nN2100Pe49qdXixMGOH7_IAl6B54kkijL3lPYWkJnBgpolw_qlMI52W23OQbsS8JsWbXpST8e4bEQuM0nUI5LDTS-5luAMHVZanx7PI1qUExVi-uJH41YLWU-QgcuKLNxWaeoc5IYT8V07Jy1Zj8HM7AWfPRlfJ-guihkc7Hi5W6TgJAyLgaTxhjWbAA3m1WXU8WiMF3FCEZPh8f5qXf6sA25uvhhGazzTkbfy0Mb2TlhPnOD94ALF9FnQ1iPucGNkgJ4mEMhnvNWWqJMan2y57mE1sIVWNLoko1qAs6ARiMGm1n3nnLS4Jgb1ERMl8yx2Yng==", "id": "rs_081657f2997773ff016a0cc0edf84c8191b9494126131475ee", "summary": [ { "type": "summary_text", "text": "**Planning modifications**\n\nI’m considering how to implement the necessary modifications. I could write files and patch multiple things using execute_code. The user asked for Binance live stats, so I’ll need to include the Binance provider. Perhaps creating a BinanceClient could work, and I might implement this in the market_service with urllib. The scope feels huge but still doable with a minimal approach. I'll also need to inspect the frontend files as part of this process." } ] } ], "tool_calls": [ { "id": "call_cqADeNlZBZ8mDxZ92zOiWUnL", "call_id": "call_cqADeNlZBZ8mDxZ92zOiWUnL", "response_item_id": "fc_081657f2997773ff016a0cc0f31e648191a6c210fa17b8de88", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/CryptoPage.vue\"}" } }, { "id": "call_74UswvVKN4m6xhrzILcB96LG", "call_id": "call_74UswvVKN4m6xhrzILcB96LG", "response_item_id": "fc_081657f2997773ff016a0cc0f31e7c81918c43c8b71e9f0776", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":260,\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/pages/EquityPage.vue\"}" } }, { "id": "call_rrx2hcan0TLSSZ0T8OIkfQmT", "call_id": "call_rrx2hcan0TLSSZ0T8OIkfQmT", "response_item_id": "fc_081657f2997773ff016a0cc0f31e888191bb3f72d377c7026f", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":220,\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/types.ts\"}" } }, { "id": "call_KLVHpNaisIdIOtrKJ9D8ozwx", "call_id": "call_KLVHpNaisIdIOtrKJ9D8ozwx", "response_item_id": "fc_081657f2997773ff016a0cc0f31e948191bbcffb885b5ec07e", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":120,\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/crypto.ts\"}" } }, { "id": "call_HDn1nK88K74atYFXnr6eIROz", "call_id": "call_HDn1nK88K74atYFXnr6eIROz", "response_item_id": "fc_081657f2997773ff016a0cc0f31e9c8191a0e5ec1fcecd0de2", "type": "function", "function": { "name": "read_file", "arguments": "{\"limit\":120,\"path\":\"/home/agent/.hermes/repos/FinanceManager/frontend/src/api/equity.ts\"}" } } ] }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|\\n 100|\\n 127|\", \"total_lines\": 126, \"file_size\": 20762, \"truncated\": false, \"is_binary\": false, \"is_image\": false}", "tool_call_id": "call_cqADeNlZBZ8mDxZ92zOiWUnL" }, { "role": "tool", "name": "read_file", "content": "{\"content\": \" 1|