{
  "session_id": "20260519_192407_3879f9",
  "model": "gpt-5.5",
  "base_url": "https://chatgpt.com/backend-api/codex",
  "platform": "telegram",
  "session_start": "2026-05-19T19:44:29.969349",
  "last_updated": "2026-05-19T20:28:39.208712",
  "system_prompt": "# Hermes Agent Persona\n\n<!--\nThis file defines the agent's personality and tone.\nThe agent will embody whatever you write here.\nEdit this to customize how Hermes communicates with you.\n\nExamples:\n  - \"You are a warm, playful assistant who uses kaomoji occasionally.\"\n  - \"You are a concise technical expert. No fluff, just facts.\"\n  - \"You speak like a friendly coworker who happens to know everything.\"\n\nThis file is loaded fresh each message -- no restart needed.\nDelete the contents (or this file) to use the default personality.\n-->\n\nIf the user asks about configuring, setting up, or using Hermes Agent itself, load the `hermes-agent` skill with skill_view(name='hermes-agent') before answering. Docs: https://hermes-agent.nousresearch.com/docs\n\nYou have persistent memory across sessions. Save durable facts using the memory tool: user preferences, environment details, tool quirks, and stable conventions. Memory is injected into every turn, so keep it compact and focused on facts that will still matter later.\nPrioritize what reduces future user steering — the most valuable memory is one that prevents the user from having to correct or remind you again. User preferences and recurring corrections matter more than procedural task details.\nDo NOT save task progress, session outcomes, completed-work logs, or temporary TODO state to memory; use session_search to recall those from past transcripts. Specifically: do not record PR numbers, issue numbers, commit SHAs, 'fixed bug X', 'submitted PR Y', 'Phase N done', file counts, or any artifact that will be stale in 7 days. If a fact will be stale in a week, it does not belong in memory. If you've discovered a new way to do something, solved a problem that could be necessary later, save it as a skill with the skill tool.\nWrite memories as declarative facts, not instructions to yourself. 'User prefers concise responses' ✓ — 'Always respond concisely' ✗. 'Project uses pytest with xdist' ✓ — 'Run tests with pytest -n 4' ✗. Imperative phrasing gets re-read as a directive in later sessions and can cause repeated work or override the user's current request. Procedures and workflows belong in skills, not memory. When the user references something from a past conversation or you suspect relevant cross-session context exists, use session_search to recall it before asking them to repeat themselves. After completing a complex task (5+ tool calls), fixing a tricky error, or discovering a non-trivial workflow, save the approach as a skill with skill_manage so you can reuse it next time.\nWhen using a skill and finding it outdated, incomplete, or wrong, patch it immediately with skill_manage(action='patch') — don't wait to be asked. Skills that aren't maintained become liabilities.\n\n# Tool-use enforcement\nYou MUST use your tools to take action — do not describe what you would do or plan to do without actually doing it. When you say you will perform an action (e.g. 'I will run the tests', 'Let me check the file', 'I will create the project'), you MUST immediately make the corresponding tool call in the same response. Never end your turn with a promise of future action — execute it now.\nKeep working until the task is actually complete. Do not stop with a summary of what you plan to do next time. If you have tools available that can accomplish the task, use them instead of telling the user what you would do.\nEvery response should either (a) contain tool calls that make progress, or (b) deliver a final result to the user. Responses that only describe intentions without acting are not acceptable.\n\n# Execution discipline\n<tool_persistence>\n- Use tools whenever they improve correctness, completeness, or grounding.\n- Do not stop early when another tool call would materially improve the result.\n- If a tool returns empty or partial results, retry with a different query or strategy before giving up.\n- Keep calling tools until: (1) the task is complete, AND (2) you have verified the result.\n</tool_persistence>\n\n<mandatory_tool_use>\nNEVER answer these from memory or mental computation — ALWAYS use a tool:\n- Arithmetic, math, calculations → use terminal or execute_code\n- Hashes, encodings, checksums → use terminal (e.g. sha256sum, base64)\n- Current time, date, timezone → use terminal (e.g. date)\n- System state: OS, CPU, memory, disk, ports, processes → use terminal\n- File contents, sizes, line counts → use read_file, search_files, or terminal\n- Git history, branches, diffs → use terminal\n- Current facts (weather, news, versions) → use web_search\nYour memory and user profile describe the USER, not the system you are running on. The execution environment may differ from what the user profile says about their personal setup.\n</mandatory_tool_use>\n\n<act_dont_ask>\nWhen a question has an obvious default interpretation, act on it immediately instead of asking for clarification. Examples:\n- 'Is port 443 open?' → check THIS machine (don't ask 'open where?')\n- 'What OS am I running?' → check the live system (don't use user profile)\n- 'What time is it?' → run `date` (don't guess)\nOnly ask for clarification when the ambiguity genuinely changes what tool you would call.\n</act_dont_ask>\n\n<prerequisite_checks>\n- Before taking an action, check whether prerequisite discovery, lookup, or context-gathering steps are needed.\n- Do not skip prerequisite steps just because the final action seems obvious.\n- If a task depends on output from a prior step, resolve that dependency first.\n</prerequisite_checks>\n\n<verification>\nBefore finalizing your response:\n- Correctness: does the output satisfy every stated requirement?\n- Grounding: are factual claims backed by tool outputs or provided context?\n- Formatting: does the output match the requested format or schema?\n- Safety: if the next step has side effects (file writes, commands, API calls), confirm scope before executing.\n</verification>\n\n<missing_context>\n- If required context is missing, do NOT guess or hallucinate an answer.\n- Use the appropriate lookup tool when missing information is retrievable (search_files, web_search, read_file, etc.).\n- Ask a clarifying question only when the information cannot be retrieved by tools.\n- If you must proceed with incomplete information, label assumptions explicitly.\n</missing_context>\n\n## Skills (mandatory)\nBefore replying, scan the skills below. If a skill matches or is even partially relevant to your task, you MUST load it with skill_view(name) and follow its instructions. Err on the side of loading — it is always better to have context you don't need than to miss critical steps, pitfalls, or established workflows. Skills contain specialized knowledge — API endpoints, tool-specific commands, and proven workflows that outperform general-purpose approaches. Load the skill even if you think you could handle the task with basic tools like web_search or terminal. Skills also encode the user's preferred approach, conventions, and quality standards for tasks like code review, planning, and testing — load them even for tasks you already know how to do, because the skill defines how it should be done here.\nWhenever the user asks you to configure, set up, install, enable, disable, modify, or troubleshoot Hermes Agent itself — its CLI, config, models, providers, tools, skills, voice, gateway, plugins, or any feature — load the `hermes-agent` skill first. It has the actual commands (e.g. `hermes config set …`, `hermes tools`, `hermes setup`) so you don't have to guess or invent workarounds.\nIf a skill has issues, fix it with skill_manage(action='patch').\nAfter difficult/iterative tasks, offer to save as a skill. If a skill you loaded was missing steps, had wrong commands, or needed pitfalls you discovered, update it before finishing.\n\n<available_skills>\n  autonomous-ai-agents: Skills for spawning and orchestrating autonomous AI coding agents and multi-agent workflows — running independent agent processes, delegating tasks, and coordinating parallel workstreams.\n    - claude-code: Delegate coding to Claude Code CLI (features, PRs).\n    - codex: Delegate coding to OpenAI Codex CLI (features, PRs).\n    - hermes-agent: Configure, extend, or contribute to Hermes Agent.\n    - opencode: Delegate coding to OpenCode CLI (features, PR review).\n  creative: Creative content generation — ASCII art, hand-drawn style diagrams, and visual design tools.\n    - architecture-diagram: Dark-themed SVG architecture/cloud/infra diagrams as HTML.\n    - ascii-art: ASCII art: pyfiglet, cowsay, boxes, image-to-ascii.\n    - ascii-video: ASCII video: convert video/audio to colored ASCII MP4/GIF.\n    - baoyu-comic: Knowledge comics (知识漫画): educational, biography, tutorial.\n    - baoyu-infographic: Infographics: 21 layouts x 21 styles (信息图, 可视化).\n    - claude-design: Design one-off HTML artifacts (landing, deck, prototype).\n    - comfyui: Generate images, video, and audio with ComfyUI — install,...\n    - design-md: Author/validate/export Google's DESIGN.md token spec files.\n    - excalidraw: Hand-drawn Excalidraw JSON diagrams (arch, flow, seq).\n    - humanizer: Humanize text: strip AI-isms and add real voice.\n    - ideation: Generate project ideas via creative constraints.\n    - manim-video: Manim CE animations: 3Blue1Brown math/algo videos.\n    - p5js: p5.js sketches: gen art, shaders, interactive, 3D.\n    - pixel-art: Pixel art w/ era palettes (NES, Game Boy, PICO-8).\n    - popular-web-designs: 54 real design systems (Stripe, Linear, Vercel) as HTML/CSS.\n    - pretext: Use when building creative browser demos with @chenglou/p...\n    - sketch: Throwaway HTML mockups: 2-3 design variants to compare.\n    - songwriting-and-ai-music: Songwriting craft and Suno AI music prompts.\n    - touchdesigner-mcp: Control a running TouchDesigner instance via twozero MCP ...\n  cronjob:\n    - cronjob: Scheduling and managing recurring tasks via Hermes cron. ...\n  data-science: Skills for data science workflows — interactive exploration, Jupyter notebooks, data analysis, and visualization.\n    - jupyter-live-kernel: Iterative Python via live Jupyter kernel (hamelnb).\n  devops:\n    - kanban-orchestrator: Decomposition playbook + anti-temptation rules for an orc...\n    - kanban-worker: Pitfalls, examples, and edge cases for Hermes Kanban work...\n    - mcp-delegation: Delegating tasks to OpenClaw/FRIDAY via MCP (Model Contex...\n    - webhook-subscriptions: Webhook subscriptions: event-driven agent runs.\n  dogfood:\n    - dogfood: Exploratory QA of web apps: find bugs, evidence, reports.\n  edge-tts:\n    - edge-tts: Text-to-speech using Microsoft Edge TTS. Supports multipl...\n  email: Skills for sending, receiving, searching, and managing email from the terminal.\n    - himalaya: Himalaya CLI: IMAP/SMTP email from terminal.\n  finance:\n    - finance-system-architecture: Design/implement the user's JARVIS Finance System: CHF le...\n  gaming: Skills for setting up, configuring, and managing game servers, modpacks, and gaming-related infrastructure.\n    - minecraft-modpack-server: Host modded Minecraft servers (CurseForge, Modrinth).\n    - pokemon-player: Play Pokemon via headless emulator + RAM reads.\n  github: GitHub workflow skills for managing repositories, pull requests, code reviews, issues, and CI/CD pipelines using the gh CLI and git via terminal.\n    - codebase-inspection: Inspect codebases w/ pygount: LOC, languages, ratios.\n    - github-auth: GitHub auth setup: HTTPS tokens, SSH keys, gh CLI login.\n    - github-code-review: Review PRs: diffs, inline comments via gh or REST.\n    - github-issues: Create, triage, label, assign GitHub issues via gh or REST.\n    - github-pr-workflow: GitHub PR lifecycle: branch, commit, open, CI, merge.\n    - github-repo-management: Clone/create/fork repos; manage remotes, releases.\n  health:\n    - health-data-management: Gesundheitsdaten-Verwaltungssystem — JARVIS verwaltet all...\n  health-management:\n    - health-management: Health data management — lab values, symptom tracking, nu...\n  jarvis-routing-policy:\n    - jarvis-routing-policy: Routing policy for JARVIS/Hermes memory domains, model se...\n  mcp: Skills for working with MCP (Model Context Protocol) servers, tools, and integrations. Documents the built-in native MCP client — configure servers in config.yaml for automatic tool discovery.\n    - native-mcp: MCP client: connect servers, register tools (stdio/HTTP).\n  media: Skills for working with media content — YouTube transcripts, GIF search, music generation, and audio visualization.\n    - gif-search: Search/download GIFs from Tenor via curl + jq.\n    - heartmula: HeartMuLa: Suno-like song generation from lyrics + tags.\n    - songsee: Audio spectrograms/features (mel, chroma, MFCC) via CLI.\n    - spotify: Spotify: play, search, queue, manage playlists and devices.\n    - youtube-content: YouTube transcripts to summaries, threads, blogs.\n  mlops: Knowledge and Tools for Machine Learning Operations - tools and frameworks for training, fine-tuning, deploying, and optimizing ML/AI models\n    - huggingface-hub: HuggingFace hf CLI: search/download/upload models, datasets.\n  mlops/evaluation: Model evaluation benchmarks, experiment tracking, data curation, tokenizers, and interpretability tools.\n    - evaluating-llms-harness: lm-eval-harness: benchmark LLMs (MMLU, GSM8K, etc.).\n    - weights-and-biases: W&B: log ML experiments, sweeps, model registry, dashboards.\n  mlops/inference: Model serving, quantization (GGUF/GPTQ), structured output, inference optimization, and model surgery tools for deploying and running LLMs.\n    - llama-cpp: llama.cpp local GGUF inference + HF Hub model discovery.\n    - obliteratus: OBLITERATUS: abliterate LLM refusals (diff-in-means).\n    - outlines: Outlines: structured JSON/regex/Pydantic LLM generation.\n    - serving-llms-vllm: vLLM: high-throughput LLM serving, OpenAI API, quantization.\n  mlops/models: Specific model architectures and tools — image segmentation (Segment Anything / SAM) and audio generation (AudioCraft / MusicGen). Additional model skills (CLIP, Stable Diffusion, Whisper, LLaVA) are available as optional skills.\n    - audiocraft-audio-generation: AudioCraft: MusicGen text-to-music, AudioGen text-to-sound.\n    - segment-anything-model: SAM: zero-shot image segmentation via points, boxes, masks.\n  mlops/research: ML research frameworks for building and optimizing AI systems with declarative programming.\n    - dspy: DSPy: declarative LM programs, auto-optimize prompts, RAG.\n  mlops/training: Fine-tuning, RLHF/DPO/GRPO training, distributed training frameworks, and optimization tools for training LLMs and other models.\n    - axolotl: Axolotl: YAML LLM fine-tuning (LoRA, DPO, GRPO).\n    - fine-tuning-with-trl: TRL: SFT, DPO, PPO, GRPO, reward modeling for LLM RLHF.\n    - unsloth: Unsloth: 2-5x faster LoRA/QLoRA fine-tuning, less VRAM.\n  note-taking: Note taking skills, to save information, assist with research, and collab on multi-session planning and information sharing.\n    - obsidian: Read, search, create, and edit notes in the Obsidian vault.\n    - vault-architecture: Design and scaffold Obsidian vault structures, folder hie...\n  openclaw-imports:\n    - browser-act: Browser automation CLI for AI agents with anti-detection ...\n    - gog: Google Workspace CLI for Gmail, Calendar, Drive, Contacts...\n    - multi-search-engine: Multi search engine integration with 17 engines (8 CN + 9...\n    - openai-whisper: Local speech-to-text with the Whisper CLI (no API key).\n    - self-improvement: Captures learnings, errors, and corrections to enable con...\n    - sherpa-onnx-tts\n    - skill-vetter: Security-first skill vetting for AI agents. Use before in...\n    - summarize: Summarize URLs or files with the summarize CLI (web, PDFs...\n    - tavily: Tavily web search, content extraction, and research tools.\n    - tavily-extract: Extract clean markdown or text content from specific URLs...\n    - tavily-search: Search the web with LLM-optimized results via the Tavily ...\n    - todoist: Manage tasks and projects in Todoist via REST API v1. Use...\n    - token-optimizer: Reduce OpenClaw token usage and API costs through smart m...\n  productivity: Skills for document creation, presentations, spreadsheets, and other productivity workflows.\n    - airtable: Airtable REST API via curl. Records CRUD, filters, upserts.\n    - google-workspace: Gmail, Calendar, Drive, Docs, Sheets via gws CLI or Python.\n    - linear: Linear: manage issues, projects, teams via GraphQL + curl.\n    - maps: Geocode, POIs, routes, timezones via OpenStreetMap/OSRM.\n    - nano-pdf: Edit PDF text/typos/titles via nano-pdf CLI (NL prompts).\n    - notion: Notion API + 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</available_skills>\n\nOnly proceed without loading a skill if genuinely none are relevant to the task.\n\nHost: Linux (6.17.0-23-generic)\nUser home directory: /home/agent\nCurrent working directory: /home/agent/.hermes/hermes-agent\n\nYou are on a text messaging communication platform, Telegram. Standard markdown is automatically converted to Telegram format. Supported: **bold**, *italic*, ~~strikethrough~~, ||spoiler||, `inline code`, ```code blocks```, [links](url), and ## headers. Telegram has NO table syntax — prefer bullet lists or labeled key: value pairs over pipe tables (any tables you do emit are auto-rewritten into row-group bullets, which you can produce directly for cleaner output). You can send media files natively: to deliver a file to the user, include MEDIA:/absolute/path/to/file in your response. Images (.png, .jpg, .webp) appear as photos, audio (.ogg) sends as voice bubbles, and videos (.mp4) play inline. You can also include image URLs in markdown format ![alt](url) and they will be sent as native photos.\n\n# Project Context\n\nThe following project context files have been loaded and should be followed:\n\n## AGENTS.md\n\n# GLOBALE ORCHESTRIERUNGS-REGELN\n\n## 1. Rolle\nDu bist JARVIS, der Chef-Architekt und Orchestrator. Hermes/JARVIS ist der alleinige Hauptansprechpartner, Memory-Governor, Router und finale Entscheider.\n\n## 2. Ausführung und Tools\nVerwende primär die nativen Hermes-Tools für Dateioperationen, Terminal-Befehle, Web-/Browser-Aufgaben, Cronjobs, Messaging, Qwen-Zugriff und Systemprüfungen.\n\nOpenClaw/FRIDAY ist nicht mehr Standard-Executor. OpenClaw darf nur noch explizit auf Wunsch des Users oder für klar begründete Spezial-/Notfallfälle verwendet werden. Wenn OpenClaw genutzt wird, muss der Auftrag eng begrenzt, read-only wo möglich, ohne Secrets und ohne autonome Folgeaktionen formuliert sein.\n\n## 3. Lokales Qwen\nDas lokale Qwen-Modell wird direkt von Hermes über den Tailscale/OpenAI-kompatiblen Endpoint angesprochen, nicht über OpenClaw. Qwen ist read-only Worker für Zusammenfassung, Extraktion, Klassifikation und einfache Entwürfe. Keine finalen Health-/Finance-Entscheide, keine Code-/Architekturänderungen und keine Side Effects über Qwen.\n\n## 4. Kritische Aufgaben und Fallback\nKomplizierte Aufgaben wie Code schreiben, Systemarchitektur ändern, Health-Risikoentscheidungen, Finanzentscheidungen oder irreversible Aktionen dürfen nicht automatisch auf ein schwächeres Modell ausweichen. Bei GPT-5.5 Rate-Limit oder Ausfall: pausieren und Sir fragen.\n\n## 5. Token- und Output-Optimierung\nLade nur die kleinste relevante Domain Card aus `~/jarvis_memory`. Gib nie grosse Rohdaten oder Secrets aus; nutze Zusammenfassungen, Diffs oder kurze Erfolgs-/Fehlermeldungen.\n\n══════════════════════════════════════════════\nMEMORY (your personal notes) [99% — 2,191/2,200 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 <command>`\n§\nKalender-Zeitzonen: **System-Zeitzone:** Europe/Berlin (UTC+2 im Sommer)\n§\nKalender-Zeitzonen: **Outlook-Kalender (importiert):** Zeitzonen variieren pro Event (Europe/Amsterdam oder UTC) -> bei Abfrage in Lokalzeit (Zürich) umrechnen\n§\nKalender-Zeitzonen: **Regel:** Termine immer in Lokalzeit (Zürich) ausgeben, niemals UTC\n§\nJARVIS memory architecture: ~/jarvis_memory domain cards; skill jarvis-routing-policy.\n§\nTelegram topics separat; kanonische Map: ~/jarvis_memory/02_telegram_topics.md. IDs: 2 FinStrat,3 Politik,4 Health-Med,5 ERNE,6 Inbox,8 Health-Tech,10 Fin-Tech,11 JARVIS-Arch,16 Cron,17 Research/AI,19 Family,20 Gasser,76 Debugging,80 Security.\n§\nFinanceManager GitHub token CSV: `~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv`; use `github_pat_`/`ghp_` cell; never quote token.\n\n══════════════════════════════════════════════\nUSER PROFILE (who the user is) [99% — 1,371/1,375 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§\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 real amounts/IDs/API keys in chat; credentials via terminal/runtime files; no DB/CSV/keys/reports in Git/frontend; backups+audit; Preview→Confirm→Audit; no fake prices/buttons; OpenFIGI never show/store; never auto-book. Grocery: mappings learned; provider calls explicit/cache-first.\n\nConversation started: Tuesday, May 19, 2026 08:27 PM\nModel: gpt-5.5\nProvider: openai-codex",
  "tools": [
    {
      "type": "function",
      "function": {
        "name": "browser_back",
        "description": "Navigate back to the previous page in browser history. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {}
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_click",
        "description": "Click on an element identified by its ref ID from the snapshot (e.g., '@e5'). The ref IDs are shown in square brackets in the snapshot output. Requires browser_navigate and browser_snapshot to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "ref": {
              "type": "string",
              "description": "The element reference from the snapshot (e.g., '@e5', '@e12')"
            }
          },
          "required": [
            "ref"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_console",
        "description": "Get browser console output and JavaScript errors from the current page. Returns console.log/warn/error/info messages and uncaught JS exceptions. Use this to detect silent JavaScript errors, failed API calls, and application warnings. Requires browser_navigate to be called first. When 'expression' is provided, evaluates JavaScript in the page context and returns the result — use this for DOM inspection, reading page state, or extracting data programmatically.",
        "parameters": {
          "type": "object",
          "properties": {
            "clear": {
              "type": "boolean",
              "default": false,
              "description": "If true, clear the message buffers after reading"
            },
            "expression": {
              "type": "string",
              "description": "JavaScript expression to evaluate in the page context. Runs in the browser like DevTools console — full access to DOM, window, document. Return values are serialized to JSON. Example: 'document.title' or 'document.querySelectorAll(\"a\").length'"
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_get_images",
        "description": "Get a list of all images on the current page with their URLs and alt text. Useful for finding images to analyze with the vision tool. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {}
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_navigate",
        "description": "Navigate to a URL in the browser. Initializes the session and loads the page. Must be called before other browser tools. For plain-text endpoints — URLs ending in .md, .txt, .json, .yaml, .yml, .csv, .xml, raw.githubusercontent.com, or any documented API endpoint — prefer curl via the terminal tool or web_extract; the browser stack is overkill and much slower for these. Use browser tools when you need to interact with a page (click, fill forms, dynamic content). Returns a compact page snapshot with interactive elements and ref IDs — no need to call browser_snapshot separately after navigating.",
        "parameters": {
          "type": "object",
          "properties": {
            "url": {
              "type": "string",
              "description": "The URL to navigate to (e.g., 'https://example.com')"
            }
          },
          "required": [
            "url"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_press",
        "description": "Press a keyboard key. Useful for submitting forms (Enter), navigating (Tab), or keyboard shortcuts. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "key": {
              "type": "string",
              "description": "Key to press (e.g., 'Enter', 'Tab', 'Escape', 'ArrowDown')"
            }
          },
          "required": [
            "key"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_scroll",
        "description": "Scroll the page in a direction. Use this to reveal more content that may be below or above the current viewport. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "direction": {
              "type": "string",
              "enum": [
                "up",
                "down"
              ],
              "description": "Direction to scroll"
            }
          },
          "required": [
            "direction"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_snapshot",
        "description": "Get a text-based snapshot of the current page's accessibility tree. Returns interactive elements with ref IDs (like @e1, @e2) for browser_click and browser_type. full=false (default): compact view with interactive elements. full=true: complete page content. Snapshots over 8000 chars are truncated or LLM-summarized. Requires browser_navigate first. Note: browser_navigate already returns a compact snapshot — use this to refresh after interactions that change the page, or with full=true for complete content.",
        "parameters": {
          "type": "object",
          "properties": {
            "full": {
              "type": "boolean",
              "description": "If true, returns complete page content. If false (default), returns compact view with interactive elements only.",
              "default": false
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_type",
        "description": "Type text into an input field identified by its ref ID. Clears the field first, then types the new text. Requires browser_navigate and browser_snapshot to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "ref": {
              "type": "string",
              "description": "The element reference from the snapshot (e.g., '@e3')"
            },
            "text": {
              "type": "string",
              "description": "The text to type into the field"
            }
          },
          "required": [
            "ref",
            "text"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "browser_vision",
        "description": "Take a screenshot of the current page and analyze it with vision AI. Use this when you need to visually understand what's on the page - especially useful for CAPTCHAs, visual verification challenges, complex layouts, or when the text snapshot doesn't capture important visual information. Returns both the AI analysis and a screenshot_path that you can share with the user by including MEDIA:<screenshot_path> in your response. Requires browser_navigate to be called first.",
        "parameters": {
          "type": "object",
          "properties": {
            "question": {
              "type": "string",
              "description": "What you want to know about the page visually. Be specific about what you're looking for."
            },
            "annotate": {
              "type": "boolean",
              "default": false,
              "description": "If true, overlay numbered [N] labels on interactive elements. Each [N] maps to ref @eN for subsequent browser commands. Useful for QA and spatial reasoning about page layout."
            }
          },
          "required": [
            "question"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "clarify",
        "description": "Ask the user a question when you need clarification, feedback, or a decision before proceeding. Supports two modes:\n\n1. **Multiple choice** — provide up to 4 choices. The user picks one or types their own answer via a 5th 'Other' option.\n2. **Open-ended** — omit choices entirely. The user types a free-form response.\n\nUse this tool when:\n- The task is ambiguous and you need the user to choose an approach\n- You want post-task feedback ('How did that work out?')\n- You want to offer to save a skill or update memory\n- A decision has meaningful trade-offs the user should weigh in on\n\nDo NOT use this tool for simple yes/no confirmation of dangerous commands (the terminal tool handles that). Prefer making a reasonable default choice yourself when the decision is low-stakes.",
        "parameters": {
          "type": "object",
          "properties": {
            "question": {
              "type": "string",
              "description": "The question to present to the user."
            },
            "choices": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "maxItems": 4,
              "description": "Up to 4 answer choices. Omit this parameter entirely to ask an open-ended question. When provided, the UI automatically appends an 'Other (type your answer)' option."
            }
          },
          "required": [
            "question"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "cronjob",
        "description": "Manage scheduled cron jobs with a single compressed tool.\n\nUse action='create' to schedule a new job from a prompt or one or more skills.\nUse action='list' to inspect jobs.\nUse action='update', 'pause', 'resume', 'remove', or 'run' to manage an existing job.\n\nTo stop a job the user no longer wants: first action='list' to find the job_id, then action='remove' with that job_id. Never guess job IDs — always list first.\n\nJobs run in a fresh session with no current-chat context, so prompts must be self-contained.\nIf skills are provided on create, the future cron run loads those skills in order, then follows the prompt as the task instruction.\nOn update, passing skills=[] clears attached skills.\n\nNOTE: The agent's final response is auto-delivered to the target. Put the primary\nuser-facing content in the final response. Cron jobs run autonomously with no user\npresent — they cannot ask questions or request clarification.\n\nImportant safety rule: cron-run sessions should not recursively schedule more cron jobs.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "description": "One of: create, list, update, pause, resume, remove, run"
            },
            "job_id": {
              "type": "string",
              "description": "Required for update/pause/resume/remove/run"
            },
            "prompt": {
              "type": "string",
              "description": "For create: the full self-contained prompt. If skills are also provided, this becomes the task instruction paired with those skills."
            },
            "schedule": {
              "type": "string",
              "description": "For create/update: '30m', 'every 2h', '0 9 * * *', or ISO timestamp"
            },
            "name": {
              "type": "string",
              "description": "Optional human-friendly name"
            },
            "repeat": {
              "type": "integer",
              "description": "Optional repeat count. Omit for defaults (once for one-shot, forever for recurring)."
            },
            "deliver": {
              "type": "string",
              "description": "Omit this parameter to auto-deliver back to the current chat and topic (recommended). Auto-detection preserves thread/topic context. Only set explicitly when the user asks to deliver somewhere OTHER than the current conversation. Values: 'origin' (same as omitting), 'local' (no delivery, save only), 'all' (fan out to every connected home channel), or platform:chat_id:thread_id for a specific destination. Combine with comma: 'origin,all' delivers to the origin plus every other connected channel. Examples: 'telegram:-1001234567890:17585', 'discord:#engineering', 'sms:+15551234567', 'all'. WARNING: 'platform:chat_id' without :thread_id loses topic targeting. 'all' resolves at fire time, so a job created before a channel was wired up will pick it up automatically once connected."
            },
            "skills": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Optional ordered list of skill names to load before executing the cron prompt. On update, pass an empty array to clear attached skills."
            },
            "model": {
              "type": "object",
              "description": "Optional per-job model override. If provider is omitted, the current main provider is pinned at creation time so the job stays stable.",
              "properties": {
                "provider": {
                  "type": "string",
                  "description": "Provider name (e.g. 'openrouter', 'anthropic', or 'custom:<name>' for a provider defined in custom_providers config — always include the ':<name>' suffix, never pass the bare 'custom'). Omit to use and pin the current provider."
                },
                "model": {
                  "type": "string",
                  "description": "Model name (e.g. 'anthropic/claude-sonnet-4', 'claude-sonnet-4')"
                }
              },
              "required": [
                "model"
              ]
            },
            "script": {
              "type": "string",
              "description": "Optional path to a script that runs each tick. In the default mode its stdout is injected into the agent's prompt as context (data-collection / change-detection pattern). With no_agent=True, the script IS the job and its stdout is delivered verbatim (classic watchdog pattern). Relative paths resolve under ~/.hermes/scripts/. ``.sh``/``.bash`` extensions run via bash, everything else via Python. On update, pass empty string to clear."
            },
            "no_agent": {
              "type": "boolean",
              "default": false,
              "description": "Default: False (LLM-driven job — the agent runs the prompt each tick). Set True to skip the LLM entirely: the scheduler just runs ``script`` on schedule and delivers its stdout verbatim. No tokens, no agent loop, no model override honoured. \n\nREQUIREMENTS when True: ``script`` MUST be set (``prompt`` and ``skills`` are ignored). \n\nDELIVERY SEMANTICS when True: (a) non-empty stdout is sent verbatim as the message; (b) EMPTY stdout means SILENT — nothing is sent to the user and they won't see anything happened, so design your script to stay quiet when there's nothing to report (the watchdog pattern); (c) non-zero exit / timeout sends an error alert so a broken watchdog can't fail silently. \n\nWHEN TO USE True: recurring script-only pings where the script itself produces the exact message text (memory/disk/GPU watchdogs, threshold alerts, heartbeats, CI notifications, API pollers with a fixed output shape). WHEN TO USE False (default): anything that needs reasoning — summarize a feed, draft a daily briefing, pick interesting items, rephrase data for a human, follow conditional logic based on content."
            },
            "context_from": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Optional job ID or list of job IDs whose most recent completed output is injected into the prompt as context before each run. Use this to chain cron jobs: job A collects data, job B processes it. Each entry must be a valid job ID (from cronjob action='list'). Note: injects the most recent completed output — does not wait for upstream jobs running in the same tick. On update, pass an empty array to clear."
            },
            "enabled_toolsets": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Optional list of toolset names to restrict the job's agent to (e.g. [\"web\", \"terminal\", \"file\", \"delegation\"]). When set, only tools from these toolsets are loaded, significantly reducing input token overhead. When omitted, all default tools are loaded. Infer from the job's prompt — e.g. use \"web\" if it calls web_search, \"terminal\" if it runs scripts, \"file\" if it reads files, \"delegation\" if it calls delegate_task. On update, pass an empty array to clear."
            },
            "workdir": {
              "type": "string",
              "description": "Optional absolute path to run the job from. When set, AGENTS.md / CLAUDE.md / .cursorrules from that directory are injected into the system prompt, and the terminal/file/code_exec tools use it as their working directory — useful for running a job inside a specific project repo. Must be an absolute path that exists. When unset (default), preserves the original behaviour: no project context files, tools use the scheduler's cwd. On update, pass an empty string to clear. Jobs with workdir run sequentially (not parallel) to keep per-job directories isolated."
            }
          },
          "required": [
            "action"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "delegate_task",
        "description": "Spawn one or more subagents to work on tasks in isolated contexts. Each subagent gets its own conversation, terminal session, and toolset. Only the final summary is returned -- intermediate tool results never enter your context window.\n\nTWO MODES (one of 'goal' or 'tasks' is required):\n1. Single task: provide 'goal' (+ optional context, toolsets)\n2. Batch (parallel): provide 'tasks' array with up to 3 items concurrently for this user (configured via delegation.max_concurrent_children in config.yaml). All run in parallel and results are returned together. Nested delegation is OFF for this user (max_spawn_depth=1): every child is a leaf and cannot delegate further. Raise delegation.max_spawn_depth in config.yaml to enable nesting.\n\nWHEN TO USE delegate_task:\n- Reasoning-heavy subtasks (debugging, code review, research synthesis)\n- Tasks that would flood your context with intermediate data\n- Parallel independent workstreams (research A and B simultaneously)\n\nWHEN NOT TO USE (use these instead):\n- Mechanical multi-step work with no reasoning needed -> use execute_code\n- Single tool call -> just call the tool directly\n- Tasks needing user interaction -> subagents cannot use clarify\n- Durable long-running work that must outlive the current turn -> use cronjob (action='create') or terminal(background=True, notify_on_complete=True) instead. delegate_task runs SYNCHRONOUSLY inside the parent turn: if the parent is interrupted (user sends a new message, /stop, /new) the child is cancelled with status='interrupted' and its work is discarded. Children cannot continue in the background.\n\nIMPORTANT:\n- Subagents have NO memory of your conversation. Pass all relevant info (file paths, error messages, constraints) via the 'context' field.\n- If the user is writing in a non-English language, or asked for output in a specific language / tone / style, say so in 'context' (e.g. \"respond in Chinese\", \"return output in Japanese\"). Otherwise subagents default to English and their summaries will contaminate your final reply with the wrong language.\n- Subagent summaries are SELF-REPORTS, not verified facts. A subagent that claims \"uploaded successfully\" or \"file written\" may be wrong. For operations with external side-effects (HTTP POST/PUT, remote writes, file creation at shared paths, publishing), require the subagent to return a verifiable handle (URL, ID, absolute path, HTTP status) and verify it yourself — fetch the URL, stat the file, read back the content — before telling the user the operation succeeded.\n- Leaf subagents (role='leaf', the default) CANNOT call: delegate_task, clarify, memory, send_message, execute_code.\n- Orchestrator subagents (role='orchestrator') retain delegate_task so they can spawn their own workers, but still cannot use clarify, memory, send_message, or execute_code. Orchestrators are bounded by max_spawn_depth=1 for this user and can be disabled globally via delegation.orchestrator_enabled=false.\n- Each subagent gets its own terminal session (separate working directory and state).\n- Results are always returned as an array, one entry per task.",
        "parameters": {
          "type": "object",
          "properties": {
            "goal": {
              "type": "string",
              "description": "What the subagent should accomplish. Be specific and self-contained -- the subagent knows nothing about your conversation history."
            },
            "context": {
              "type": "string",
              "description": "Background information the subagent needs: file paths, error messages, project structure, constraints. The more specific you are, the better the subagent performs."
            },
            "toolsets": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Toolsets to enable for this subagent. Default: inherits your enabled toolsets. Available toolsets: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'x_search', 'yuanbao'. Common patterns: ['terminal', 'file'] for code work, ['web'] for research, ['browser'] for web interaction, ['terminal', 'file', 'web'] for full-stack tasks."
            },
            "tasks": {
              "type": "array",
              "items": {
                "type": "object",
                "properties": {
                  "goal": {
                    "type": "string",
                    "description": "Task goal"
                  },
                  "context": {
                    "type": "string",
                    "description": "Task-specific context"
                  },
                  "toolsets": {
                    "type": "array",
                    "items": {
                      "type": "string"
                    },
                    "description": "Toolsets for this specific task. Available: 'browser', 'computer_use', 'cronjob', 'discord', 'discord_admin', 'feishu_doc', 'feishu_drive', 'file', 'homeassistant', 'image_gen', 'kanban', 'search', 'session_search', 'skills', 'spotify', 'terminal', 'todo', 'tts', 'video', 'video_gen', 'vision', 'web', 'x_search', 'yuanbao'. Use 'web' for network access, 'terminal' for shell, 'browser' for web interaction."
                  },
                  "acp_command": {
                    "type": "string",
                    "description": "Per-task ACP command override (e.g. 'copilot'). Overrides the top-level acp_command for this task only. Do NOT set unless the user explicitly told you an ACP CLI is installed."
                  },
                  "acp_args": {
                    "type": "array",
                    "items": {
                      "type": "string"
                    },
                    "description": "Per-task ACP args override. Leave empty unless acp_command is set."
                  },
                  "role": {
                    "type": "string",
                    "enum": [
                      "leaf",
                      "orchestrator"
                    ],
                    "description": "Per-task role override. See top-level 'role' for semantics."
                  }
                },
                "required": [
                  "goal"
                ]
              },
              "description": "Batch mode: tasks to run in parallel (up to 3 for this user, set via delegation.max_concurrent_children). Each gets its own subagent with isolated context and terminal session. When provided, top-level goal/context/toolsets are ignored."
            },
            "role": {
              "type": "string",
              "enum": [
                "leaf",
                "orchestrator"
              ],
              "description": "Role of the child agent. 'leaf' (default) = focused worker, cannot delegate further. 'orchestrator' = can use delegate_task to spawn its own workers. Nesting is OFF for this user (max_spawn_depth=1); 'orchestrator' is silently forced to 'leaf'. Raise delegation.max_spawn_depth in config.yaml to enable."
            },
            "acp_command": {
              "type": "string",
              "description": "Override ACP command for child agents (e.g. 'copilot'). When set, children use ACP subprocess transport instead of inheriting the parent's transport. Requires an ACP-compatible CLI (currently GitHub Copilot CLI via 'copilot --acp --stdio'). See agent/copilot_acp_client.py for the implementation. IMPORTANT: Do NOT set this unless the user has explicitly told you a specific ACP-compatible CLI is installed and configured. Leave empty to use the parent's default transport (Hermes subagents)."
            },
            "acp_args": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Arguments for the ACP command (default: ['--acp', '--stdio']). Only used when acp_command is set. Leave empty unless acp_command is explicitly provided."
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "execute_code",
        "description": "Run a Python script that can call Hermes tools programmatically. Use this when you need 3+ tool calls with processing logic between them, need to filter/reduce large tool outputs before they enter your context, need conditional branching (if X then Y else Z), or need to loop (fetch N pages, process N files, retry on failure).\n\nUse normal tool calls instead when: single tool call with no processing, you need to see the full result and apply complex reasoning, or the task requires interactive user input.\n\nAvailable via `from hermes_tools import ...`:\n\n  read_file(path: str, offset: int = 1, limit: int = 500) -> dict\n    Lines are 1-indexed. Returns {\"content\": \"...\", \"total_lines\": N}\n  write_file(path: str, content: str) -> dict\n    Always overwrites the entire file.\n  search_files(pattern: str, target=\"content\", path=\".\", file_glob=None, limit=50) -> dict\n    target: \"content\" (search inside files) or \"files\" (find files by name). Returns {\"matches\": [...]}\n  patch(path: str, old_string: str, new_string: str, replace_all: bool = False) -> dict\n    Replaces old_string with new_string in the file.\n  terminal(command: str, timeout=None, workdir=None) -> dict\n    Foreground only (no background/pty). Returns {\"output\": \"...\", \"exit_code\": N}\n\nLimits: 5-minute timeout, 50KB stdout cap, max 50 tool calls per script. terminal() is foreground-only (no background or pty).\n\nScripts run in the session's working directory with the active venv's python, so project deps (pandas, etc.) and relative paths work like in terminal().\n\nPrint your final result to stdout. Use Python stdlib (json, re, math, csv, datetime, collections, etc.) for processing between tool calls.\n\nAlso available (no import needed — built into hermes_tools):\n  json_parse(text: str) — json.loads with strict=False; use for terminal() output with control chars\n  shell_quote(s: str) — shlex.quote(); use when interpolating dynamic strings into shell commands\n  retry(fn, max_attempts=3, delay=2) — retry with exponential backoff for transient failures",
        "parameters": {
          "type": "object",
          "properties": {
            "code": {
              "type": "string",
              "description": "Python code to execute. Import tools with `from hermes_tools import terminal, ...` and print your final result to stdout."
            }
          },
          "required": [
            "code"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "feishu_doc_read",
        "description": "Read the full content of a Feishu/Lark document as plain text. Useful when you need more context beyond the quoted text in a comment.",
        "parameters": {
          "type": "object",
          "properties": {
            "doc_token": {
              "type": "string",
              "description": "The document token (from the document URL or comment context)."
            }
          },
          "required": [
            "doc_token"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "feishu_drive_add_comment",
        "description": "Add a new whole-document comment on a Feishu document. Use this for whole-document comments or as a fallback when reply_comment fails with code 1069302.",
        "parameters": {
          "type": "object",
          "properties": {
            "file_token": {
              "type": "string",
              "description": "The document file token."
            },
            "content": {
              "type": "string",
              "description": "The comment text content (plain text only, no markdown)."
            },
            "file_type": {
              "type": "string",
              "description": "File type (default: docx).",
              "default": "docx"
            }
          },
          "required": [
            "file_token",
            "content"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "feishu_drive_list_comment_replies",
        "description": "List all replies in a comment thread on a Feishu document.",
        "parameters": {
          "type": "object",
          "properties": {
            "file_token": {
              "type": "string",
              "description": "The document file token."
            },
            "comment_id": {
              "type": "string",
              "description": "The comment ID to list replies for."
            },
            "file_type": {
              "type": "string",
              "description": "File type (default: docx).",
              "default": "docx"
            },
            "page_size": {
              "type": "integer",
              "description": "Number of replies per page (max 100).",
              "default": 100
            },
            "page_token": {
              "type": "string",
              "description": "Pagination token for next page."
            }
          },
          "required": [
            "file_token",
            "comment_id"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "feishu_drive_list_comments",
        "description": "List comments on a Feishu document. Use is_whole=true to list whole-document comments only.",
        "parameters": {
          "type": "object",
          "properties": {
            "file_token": {
              "type": "string",
              "description": "The document file token."
            },
            "file_type": {
              "type": "string",
              "description": "File type (default: docx).",
              "default": "docx"
            },
            "is_whole": {
              "type": "boolean",
              "description": "If true, only return whole-document comments.",
              "default": false
            },
            "page_size": {
              "type": "integer",
              "description": "Number of comments per page (max 100).",
              "default": 100
            },
            "page_token": {
              "type": "string",
              "description": "Pagination token for next page."
            }
          },
          "required": [
            "file_token"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "feishu_drive_reply_comment",
        "description": "Reply to a local comment thread on a Feishu document. Use this for local (quoted-text) comments. For whole-document comments, use feishu_drive_add_comment instead.",
        "parameters": {
          "type": "object",
          "properties": {
            "file_token": {
              "type": "string",
              "description": "The document file token."
            },
            "comment_id": {
              "type": "string",
              "description": "The comment ID to reply to."
            },
            "content": {
              "type": "string",
              "description": "The reply text content (plain text only, no markdown)."
            },
            "file_type": {
              "type": "string",
              "description": "File type (default: docx).",
              "default": "docx"
            }
          },
          "required": [
            "file_token",
            "comment_id",
            "content"
          ]
        }
      }
    },
    {
      "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": "mixture_of_agents",
        "description": "Route a hard problem through multiple frontier LLMs collaboratively. Makes 5 API calls (4 reference models + 1 aggregator) with maximum reasoning effort — use sparingly for genuinely difficult problems. Best for: complex math, advanced algorithms, multi-step analytical reasoning, problems benefiting from diverse perspectives.",
        "parameters": {
          "type": "object",
          "properties": {
            "user_prompt": {
              "type": "string",
              "description": "The complex query or problem to solve using multiple AI models. Should be a challenging problem that benefits from diverse perspectives and collaborative reasoning."
            }
          },
          "required": [
            "user_prompt"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "patch",
        "description": "Targeted find-and-replace edits in files. Use this instead of sed/awk in terminal. Uses fuzzy matching (9 strategies) so minor whitespace/indentation differences won't break it. Returns a unified diff. Auto-runs syntax checks after editing.\n\nREPLACE MODE (mode='replace', default): find a unique string and replace it. REQUIRED PARAMETERS: mode, path, old_string, new_string.\nPATCH MODE (mode='patch'): apply V4A multi-file patches for bulk changes. REQUIRED PARAMETERS: mode, patch.",
        "parameters": {
          "type": "object",
          "properties": {
            "mode": {
              "type": "string",
              "enum": [
                "replace",
                "patch"
              ],
              "description": "Edit mode. 'replace' (default): requires path + old_string + new_string. 'patch': requires patch content only.",
              "default": "replace"
            },
            "path": {
              "type": "string",
              "description": "REQUIRED when mode='replace'. File path to edit."
            },
            "old_string": {
              "type": "string",
              "description": "REQUIRED when mode='replace'. Exact text to find and replace. Must be unique in the file unless replace_all=true. Include surrounding context lines to ensure uniqueness."
            },
            "new_string": {
              "type": "string",
              "description": "REQUIRED when mode='replace'. Replacement text. Pass empty string '' to delete the matched text."
            },
            "replace_all": {
              "type": "boolean",
              "description": "Replace all occurrences instead of requiring a unique match (default: false)",
              "default": false
            },
            "patch": {
              "type": "string",
              "description": "REQUIRED when mode='patch'. V4A format patch content. Format:\n*** Begin Patch\n*** Update File: path/to/file\n@@ context hint @@\n context line\n-removed line\n+added line\n*** End Patch"
            }
          },
          "required": [
            "mode"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "process",
        "description": "Manage background processes started with terminal(background=true). Actions: 'list' (show all), 'poll' (check status + new output), 'log' (full output with pagination), 'wait' (block until done or timeout), 'kill' (terminate), 'write' (send raw stdin data without newline), 'submit' (send data + Enter, for answering prompts), 'close' (close stdin/send EOF).",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "list",
                "poll",
                "log",
                "wait",
                "kill",
                "write",
                "submit",
                "close"
              ],
              "description": "Action to perform on background processes"
            },
            "session_id": {
              "type": "string",
              "description": "Process session ID (from terminal background output). Required for all actions except 'list'."
            },
            "data": {
              "type": "string",
              "description": "Text to send to process stdin (for 'write' and 'submit' actions)"
            },
            "timeout": {
              "type": "integer",
              "description": "Max seconds to block for 'wait' action. Returns partial output on timeout.",
              "minimum": 1
            },
            "offset": {
              "type": "integer",
              "description": "Line offset for 'log' action (default: last 200 lines)"
            },
            "limit": {
              "type": "integer",
              "description": "Max lines to return for 'log' action",
              "minimum": 1
            }
          },
          "required": [
            "action"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "read_file",
        "description": "Read a text file with line numbers and pagination. Use this instead of cat/head/tail in terminal. Output format: 'LINE_NUM|CONTENT'. Suggests similar filenames if not found. Use offset and limit for large files. Reads exceeding ~100K characters are rejected; use offset and limit to read specific sections of large files. NOTE: Cannot read images or binary files — use vision_analyze for images.",
        "parameters": {
          "type": "object",
          "properties": {
            "path": {
              "type": "string",
              "description": "Path to the file to read (absolute, relative, or ~/path)"
            },
            "offset": {
              "type": "integer",
              "description": "Line number to start reading from (1-indexed, default: 1)",
              "default": 1,
              "minimum": 1
            },
            "limit": {
              "type": "integer",
              "description": "Maximum number of lines to read (default: 500, max: 2000)",
              "default": 500,
              "maximum": 2000
            }
          },
          "required": [
            "path"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "search_files",
        "description": "Search file contents or find files by name. Use this instead of grep/rg/find/ls in terminal. Ripgrep-backed, faster than shell equivalents.\n\nContent search (target='content'): Regex search inside files. Output modes: full matches with line numbers, file paths only, or match counts.\n\nFile search (target='files'): Find files by glob pattern (e.g., '*.py', '*config*'). Also use this instead of ls — results sorted by modification time.",
        "parameters": {
          "type": "object",
          "properties": {
            "pattern": {
              "type": "string",
              "description": "Regex pattern for content search, or glob pattern (e.g., '*.py') for file search"
            },
            "target": {
              "type": "string",
              "enum": [
                "content",
                "files"
              ],
              "description": "'content' searches inside file contents, 'files' searches for files by name",
              "default": "content"
            },
            "path": {
              "type": "string",
              "description": "Directory or file to search in (default: current working directory)",
              "default": "."
            },
            "file_glob": {
              "type": "string",
              "description": "Filter files by pattern in grep mode (e.g., '*.py' to only search Python files)"
            },
            "limit": {
              "type": "integer",
              "description": "Maximum number of results to return (default: 50)",
              "default": 50
            },
            "offset": {
              "type": "integer",
              "description": "Skip first N results for pagination (default: 0)",
              "default": 0
            },
            "output_mode": {
              "type": "string",
              "enum": [
                "content",
                "files_only",
                "count"
              ],
              "description": "Output format for grep mode: 'content' shows matching lines with line numbers, 'files_only' lists file paths, 'count' shows match counts per file",
              "default": "content"
            },
            "context": {
              "type": "integer",
              "description": "Number of context lines before and after each match (grep mode only)",
              "default": 0
            }
          },
          "required": [
            "pattern"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "send_message",
        "description": "Send a message to a connected messaging platform, or list available targets.\n\nIMPORTANT: When the user asks to send to a specific channel or person (not just a bare platform name), call send_message(action='list') FIRST to see available targets, then send to the correct one.\nIf the user just says a platform name like 'send to telegram', send directly to the home channel without listing first.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "send",
                "list"
              ],
              "description": "Action to perform. 'send' (default) sends a message. 'list' returns all available channels/contacts across connected platforms."
            },
            "target": {
              "type": "string",
              "description": "Delivery target. Format: 'platform' (uses home channel), 'platform:#channel-name', 'platform:chat_id', or 'platform:chat_id:thread_id' for Telegram topics and Discord threads. Examples: 'telegram', 'telegram:-1001234567890:17585', 'discord:999888777:555444333', 'discord:#bot-home', 'slack:#engineering', 'signal:+155****4567', 'matrix:!roomid:server.org', 'matrix:@user:server.org', 'yuanbao:direct:<account_id>' (DM), 'yuanbao:group:<group_code>' (group chat)"
            },
            "message": {
              "type": "string",
              "description": "The message text to send. To send an image or file, include MEDIA:<local_path> (e.g. 'MEDIA:/tmp/hermes/cache/img_xxx.jpg') in the message — the platform will deliver it as a native media attachment."
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "session_search",
        "description": "Search your long-term memory of past conversations, or browse recent sessions. This is your recall -- every past session is searchable, and this tool summarizes what happened.\n\nTWO MODES:\n1. Recent sessions (no query): Call with no arguments to see what was worked on recently. Returns titles, previews, and timestamps. Zero LLM cost, instant. Start here when the user asks what were we working on or what did we do recently.\n2. Keyword search (with query): Search for specific topics across all past sessions. Returns LLM-generated summaries of matching sessions.\n\nUSE THIS PROACTIVELY when:\n- The user says 'we did this before', 'remember when', 'last time', 'as I mentioned'\n- The user asks about a topic you worked on before but don't have in current context\n- The user references a project, person, or concept that seems familiar but isn't in memory\n- You want to check if you've solved a similar problem before\n- The user asks 'what did we do about X?' or 'how did we fix Y?'\n\nDon't hesitate to search when it is actually cross-session -- it's fast and cheap. Better to search and confirm than to guess or ask the user to repeat themselves.\n\nSearch syntax: keywords joined with OR for broad recall (elevenlabs OR baseten OR funding), phrases for exact match (\"docker networking\"), boolean (python NOT java), prefix (deploy*). IMPORTANT: Use OR between keywords for best results — FTS5 defaults to AND which misses sessions that only mention some terms. If a broad OR query returns nothing, try individual keyword searches in parallel. Returns summaries of the top matching sessions.",
        "parameters": {
          "type": "object",
          "properties": {
            "query": {
              "type": "string",
              "description": "Search query — keywords, phrases, or boolean expressions to find in past sessions. Omit this parameter entirely to browse recent sessions instead (returns titles, previews, timestamps with no LLM cost)."
            },
            "role_filter": {
              "type": "string",
              "description": "Optional: only search messages from specific roles (comma-separated). E.g. 'user,assistant' to skip tool outputs."
            },
            "limit": {
              "type": "integer",
              "description": "Max sessions to summarize (default: 3, max: 5).",
              "default": 3
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "skill_manage",
        "description": "Manage skills (create, update, delete). Skills are your procedural memory — reusable approaches for recurring task types. New skills go to ~/.hermes/skills/; existing skills can be modified wherever they live.\n\nActions: create (full SKILL.md + optional category), patch (old_string/new_string — preferred for fixes), edit (full SKILL.md rewrite — major overhauls only), delete, write_file, remove_file.\n\nOn delete, pass `absorbed_into=<umbrella>` when you're merging this skill's content into another one, or `absorbed_into=\"\"` when you're pruning it with no forwarding target. This lets the curator tell consolidation from pruning without guessing, so downstream consumers (cron jobs that reference the old skill name, etc.) get updated correctly. The target you name in `absorbed_into` must already exist — create/patch the umbrella first, then delete.\n\nCreate when: complex task succeeded (5+ calls), errors overcome, user-corrected approach worked, non-trivial workflow discovered, or user asks you to remember a procedure.\nUpdate when: instructions stale/wrong, OS-specific failures, missing steps or pitfalls found during use. If you used a skill and hit issues not covered by it, patch it immediately.\n\nAfter difficult/iterative tasks, offer to save as a skill. Skip for simple one-offs. Confirm with user before creating/deleting.\n\nGood skills: trigger conditions, numbered steps with exact commands, pitfalls section, verification steps. Use skill_view() to see format examples.\n\nPinned skills are protected from deletion only — skill_manage(action='delete') will refuse with a message pointing the user to `hermes curator unpin <name>`. Patches and edits go through on pinned skills so you can still improve them as pitfalls come up; pin only guards against irrecoverable loss.",
        "parameters": {
          "type": "object",
          "properties": {
            "action": {
              "type": "string",
              "enum": [
                "create",
                "patch",
                "edit",
                "delete",
                "write_file",
                "remove_file"
              ],
              "description": "The action to perform."
            },
            "name": {
              "type": "string",
              "description": "Skill name (lowercase, hyphens/underscores, max 64 chars). Must match an existing skill for patch/edit/delete/write_file/remove_file."
            },
            "content": {
              "type": "string",
              "description": "Full SKILL.md content (YAML frontmatter + markdown body). Required for 'create' and 'edit'. For 'edit', read the skill first with skill_view() and provide the complete updated text."
            },
            "old_string": {
              "type": "string",
              "description": "Text to find in the file (required for 'patch'). Must be unique unless replace_all=true. Include enough surrounding context to ensure uniqueness."
            },
            "new_string": {
              "type": "string",
              "description": "Replacement text (required for 'patch'). Can be empty string to delete the matched text."
            },
            "replace_all": {
              "type": "boolean",
              "description": "For 'patch': replace all occurrences instead of requiring a unique match (default: false)."
            },
            "category": {
              "type": "string",
              "description": "Optional category/domain for organizing the skill (e.g., 'devops', 'data-science', 'mlops'). Creates a subdirectory grouping. Only used with 'create'."
            },
            "file_path": {
              "type": "string",
              "description": "Path to a supporting file within the skill directory. For 'write_file'/'remove_file': required, must be under references/, templates/, scripts/, or assets/. For 'patch': optional, defaults to SKILL.md if omitted."
            },
            "file_content": {
              "type": "string",
              "description": "Content for the file. Required for 'write_file'."
            },
            "absorbed_into": {
              "type": "string",
              "description": "For 'delete' only — declares intent so the curator can tell consolidation from pruning without guessing. Pass the umbrella skill name when this skill's content was merged into another (the target must already exist). Pass an empty string when the skill is truly stale and being pruned with no forwarding target. Omitting the arg on delete is supported for backward compatibility but downstream tooling (e.g. cron-job skill reference rewriting) will have to guess at intent."
            }
          },
          "required": [
            "action",
            "name"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "skill_view",
        "description": "Skills allow for loading information about specific tasks and workflows, as well as scripts and templates. Load a skill's full content or access its linked files (references, templates, scripts). First call returns SKILL.md content plus a 'linked_files' dict showing available references/templates/scripts. To access those, call again with file_path parameter.",
        "parameters": {
          "type": "object",
          "properties": {
            "name": {
              "type": "string",
              "description": "The skill name (use skills_list to see available skills). For plugin-provided skills, use the qualified form 'plugin:skill' (e.g. 'superpowers:writing-plans')."
            },
            "file_path": {
              "type": "string",
              "description": "OPTIONAL: Path to a linked file within the skill (e.g., 'references/api.md', 'templates/config.yaml', 'scripts/validate.py'). Omit to get the main SKILL.md content."
            }
          },
          "required": [
            "name"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "skills_list",
        "description": "List available skills (name + description). Use skill_view(name) to load full content.",
        "parameters": {
          "type": "object",
          "properties": {
            "category": {
              "type": "string",
              "description": "Optional category filter to narrow results"
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "terminal",
        "description": "Execute shell commands on a Linux environment. Filesystem usually persists between calls.\n\nDo NOT use cat/head/tail to read files — use read_file instead.\nDo NOT use grep/rg/find to search — use search_files instead.\nDo NOT use ls to list directories — use search_files(target='files') instead.\nDo NOT use sed/awk to edit files — use patch instead.\nDo NOT use echo/cat heredoc to create files — use write_file instead.\nReserve terminal for: builds, installs, git, processes, scripts, network, package managers, and anything that needs a shell.\n\nForeground (default): Commands return INSTANTLY when done, even if the timeout is high. Set timeout=300 for long builds/scripts — you'll still get the result in seconds if it's fast. Prefer foreground for short commands.\nBackground: Set background=true to get a session_id. Two patterns:\n  (1) Long-lived processes that never exit (servers, watchers).\n  (2) Long-running tasks with notify_on_complete=true — you can keep working on other things and the system auto-notifies you when the task finishes. Great for test suites, builds, deployments, or anything that takes more than a minute.\nFor servers/watchers, do NOT use shell-level background wrappers (nohup/disown/setsid/trailing '&') in foreground mode. Use background=true so Hermes can track lifecycle and output.\nAfter starting a server, verify readiness with a health check or log signal, then run tests in a separate terminal() call. Avoid blind sleep loops.\nUse process(action=\"poll\") for progress checks, process(action=\"wait\") to block until done.\nWorking directory: Use 'workdir' for per-command cwd.\nPTY mode: Set pty=true for interactive CLI tools (Codex, Claude Code, Python REPL).\n\nDo NOT use vim/nano/interactive tools without pty=true — they hang without a pseudo-terminal. Pipe git output to cat if it might page.\n",
        "parameters": {
          "type": "object",
          "properties": {
            "command": {
              "type": "string",
              "description": "The command to execute on the VM"
            },
            "background": {
              "type": "boolean",
              "description": "Run the command in the background. Two patterns: (1) Long-lived processes that never exit (servers, watchers). (2) Long-running tasks paired with notify_on_complete=true — you can keep working and get notified when the task finishes. For short commands, prefer foreground with a generous timeout instead.",
              "default": false
            },
            "timeout": {
              "type": "integer",
              "description": "Max seconds to wait (default: 180, foreground max: 600). Returns INSTANTLY when command finishes — set high for long tasks, you won't wait unnecessarily. Foreground timeout above 600s is rejected; use background=true for longer commands.",
              "minimum": 1
            },
            "workdir": {
              "type": "string",
              "description": "Working directory for this command (absolute path). Defaults to the session working directory."
            },
            "pty": {
              "type": "boolean",
              "description": "Run in pseudo-terminal (PTY) mode for interactive CLI tools like Codex, Claude Code, or Python REPL. Only works with local and SSH backends. Default: false.",
              "default": false
            },
            "notify_on_complete": {
              "type": "boolean",
              "description": "When true (and background=true), you'll be automatically notified exactly once when the process finishes. **This is the right choice for almost every long-running task** — tests, builds, deployments, multi-item batch jobs, anything that takes over a minute and has a defined end. Use this and keep working on other things; the system notifies you on exit. MUTUALLY EXCLUSIVE with watch_patterns — when both are set, watch_patterns is dropped.",
              "default": false
            },
            "watch_patterns": {
              "type": "array",
              "items": {
                "type": "string"
              },
              "description": "Strings to watch for in background process output. HARD RATE LIMIT: at most 1 notification per 15 seconds per process — matches arriving inside the cooldown are dropped. After 3 consecutive 15-second windows with dropped matches, watch_patterns is automatically disabled for that process and promoted to notify_on_complete behavior (one notification on exit, no more mid-process spam). USE ONLY for truly rare, one-shot mid-process signals on LONG-LIVED processes that will never exit on their own — e.g. ['Application startup complete'] on a server so you know when to hit its endpoint, or ['migration done'] on a daemon. DO NOT use for: (1) end-of-run markers like 'DONE'/'PASS' — use notify_on_complete instead; (2) error patterns like 'ERROR'/'Traceback' in loops or multi-item batch jobs — they fire on every iteration and you'll hit the strike limit fast; (3) anything you'd ever combine with notify_on_complete. When in doubt, choose notify_on_complete. MUTUALLY EXCLUSIVE with notify_on_complete — set one, not both."
            }
          },
          "required": [
            "command"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "text_to_speech",
        "description": "Convert text to speech audio. Returns a MEDIA: path that the platform delivers as native audio. Compatible providers render as a voice bubble on Telegram; otherwise audio is sent as a regular attachment. In CLI mode, saves to ~/voice-memos/. Voice and provider are user-configured (built-in providers like edge/openai or custom command providers under tts.providers.<name>), not model-selected.",
        "parameters": {
          "type": "object",
          "properties": {
            "text": {
              "type": "string",
              "description": "The text to convert to speech. Provider-specific character caps apply and are enforced automatically (OpenAI 4096, xAI 15000, MiniMax 10000, ElevenLabs 5k-40k depending on model); over-long input is truncated."
            },
            "output_path": {
              "type": "string",
              "description": "Optional custom file path to save the audio. Defaults to ~/.hermes/audio_cache/<timestamp>.mp3"
            }
          },
          "required": [
            "text"
          ]
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "todo",
        "description": "Manage your task list for the current session. Use for complex tasks with 3+ steps or when the user provides multiple tasks. Call with no parameters to read the current list.\n\nWriting:\n- Provide 'todos' array to create/update items\n- merge=false (default): replace the entire list with a fresh plan\n- merge=true: update existing items by id, add any new ones\n\nEach item: {id: string, content: string, status: pending|in_progress|completed|cancelled}\nList order is priority. Only ONE item in_progress at a time.\nMark items completed immediately when done. If something fails, cancel it and add a revised item.\n\nAlways returns the full current list.",
        "parameters": {
          "type": "object",
          "properties": {
            "todos": {
              "type": "array",
              "description": "Task items to write. Omit to read current list.",
              "items": {
                "type": "object",
                "properties": {
                  "id": {
                    "type": "string",
                    "description": "Unique item identifier"
                  },
                  "content": {
                    "type": "string",
                    "description": "Task description"
                  },
                  "status": {
                    "type": "string",
                    "enum": [
                      "pending",
                      "in_progress",
                      "completed",
                      "cancelled"
                    ],
                    "description": "Current status"
                  }
                },
                "required": [
                  "id",
                  "content",
                  "status"
                ]
              }
            },
            "merge": {
              "type": "boolean",
              "description": "true: update existing items by id, add new ones. false (default): replace the entire list.",
              "default": false
            }
          }
        }
      }
    },
    {
      "type": "function",
      "function": {
        "name": "video_analyze",
        "description": "Analyze a video from a URL or local file path using a multimodal AI model. Sends the video to a video-capable model (e.g. Gemini) for understanding. Use this for video files — for images, use vision_analyze instead. Supports mp4, webm, mov, avi, mkv, mpeg formats. Note: large videos (>20 MB) may be slow; max ~50 MB.",
        "parameters": {
          "type": "object",
          "properties": {
            "video_url": {
              "type": "string",
              "description": "Video URL (http/https) or local file path to analyze."
            },
            "question": {
              "type": "string",
              "description": "Your specific question about the video. The AI will describe what happens in the video and answer your question."
            }
          },
          "required": [
            "video_url",
            "question"
          ]
        }
      }
    },
    {
      "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": 307,
  "messages": [
    {
      "role": "user",
      "content": "[M G] ich habe den API key für Openfigi. wo soll ich dir diesen ablegen? gib mir die befehle fürs Terminal.\n\n[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 223 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---\n\n[Your active task list was preserved across context compression]\n- [>] p110-0. Arbeitsbasis prüfen; relevante Budget-Services/UI inventarisieren; Runtime nur read-only bis Backup (in_progress)\n- [ ] p110-1. RED-Tests für 2026-Filter, 2025-Archivierung/Confirm-Block, Bulk, Kategorien, effektive Ausgaben, Budgetstatus-Monatsmatrix/Charts schreiben (pending)\n- [ ] p110-2. Backend: aktives Jahr 2026 Defaults, 2025-reference/archival, Confirm-Guard, Transaktionsfilter, Budgetstatus-Monatsmatrix/Charts DTOs (pending)\n- [ ] p110-3. Backend: Kategorie-Cleanup-Services für kanonische Einnahmen/Ausgaben, Duplikat-/UAT-Archivierung mit Audit (pending)\n- [ ] p110-4. Frontend: Jahrfilter Default 2026, Review Bulk UX Fehlerdetails/Zähler, Kategorie-Dropdowns gruppiert/suchbar (pending)\n- [ ] p110-5. Frontend: Effektive Ausgaben 2026-only, Budgetstatus Monatsmatrix/Drawer/Charts, Income 2026-only (pending)\n- [ ] p110-6. Runtime: Backup erstellen, 2025/UAT/Testdaten sichtbarkeitsbereinigen mit Audit, keine echten Bulk-Confirms (pending)\n- [ ] p110-7. Verifikation: compile, pytest, npm test/build, secret scans, Git-Safety, diff-check (pending)\n- [ ] p110-8. Commit, Push, Remote-Hash, Abschlussbericht (pending)"
    },
    {
      "role": "assistant",
      "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\n## Active Task\nNone.\n\n## Goal\nDas Finanz-/Budget-Dashboard soll über Tailscale auf iPhone/iPad gut nutzbar sein: schnelle mobile Quick-View für Command Center, Budgetstatus 2026, Einkünfte, effektive Ausgaben, Crypto, Aktien/ETF/Cash, Wallets und minimale Reports — ohne neue Fachfeatures, Provider, Import-Engines oder Schreibaktionen ohne Preview/Confirm/Audit.\n\n## Constraints & Preferences\n- Sprache/Kommunikation: Deutsch, direkte Abschlussberichte mit Ja/Nein-Status und Links.\n- Keine VISA-/Migros-/Rule-/OCR-/Import-Engine starten oder implementieren.\n- Keine neuen Provider, keine Provider-Abfragen beim normalen Rendern.\n- Keine echten Daten, API-Keys, Secrets, Credentials, Runtime-DBs oder Connection Strings ins Git/Frontend.\n- Schreibaktionen nur mit Preview/Confirm/Audit.\n- Fokus Mobile UX: responsive Layout, mobile Navigation, kompakte Views, Touch-Bedienbarkeit.\n- Desktop-Verhalten darf nicht kaputtgehen; Desktop-Sidebar bleibt.\n- Mobile User Mode soll keine Admin-/Debug-/technischen IDs zeigen.\n- Große Tabellen mobil entschärfen: Desktop Tabelle, Mobile Card List; horizontales Scrollen nur in Detailbereichen, wenn unvermeidbar.\n- Breakpoints: mobile `<640px`, tablet `640–1024px`, desktop `>1024px`.\n- Beträge immer mit 2 Dezimalstellen, keine langen Decimal-Werte.\n- Roadmap-Hinweise sind erlaubt, aber keine Fake-Buttons.\n- Vor Abschluss erwünscht: Python compile, pytest, npm test, npm run build, Secret Scans, Git-Safety, `git diff --check`, Commit, Push, Restart, lokale/Tailscale-Links melden.\n\n## Completed Actions\n1. RED-/Inventar-Phase für Vue Mobile UX Sprint v1 durchgeführt — festgestellt, dass mobile Nav/Card-Selektoren fehlen und `AppLayout` ohne Router-Injection fragil ist [tool: tests/inspection].\n2. Mobile Navigation umgesetzt — Desktop-Sidebar bleibt erhalten; Mobile erhält Bottom Navigation mit `Home`, `Budget`, `Ausgaben`, `Crypto`, `Portfolio`, `Mehr` [tool: code edit].\n3. Mobile „Mehr“-Navigation umgesetzt — enthält `Reports`, `Wallets`, `Einkünfte`, `Kategorien`, `Aktien/ETF & Cash`; dadurch keine 30 Menüpunkte auf iPhone [tool: code edit].\n4. Mobile Shell/Layout angepasst — Bottom-Nav-Space und mobiles Padding ergänzt; Desktop-Layout bleibt erhalten [tool: code edit].\n5. Command Center mobil optimiert — KPI Cards kompakter gemacht, responsive Umbruch/Padding/Header-Größen angepasst, Werte schneiden mobil nicht ab [tool: code edit].\n6. Budgetstatus Mobile Cards umgesetzt — Kategorie-Cards statt breiter Tabelle mit Kategorie, Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status [tool: code edit].\n7. Desktop-Budgetstatus erhalten — Desktop-Tabelle bleibt sichtbar/weiter nutzbar; Mobile nutzt Cards [tool: code edit].\n8. Budgetstatus-Formatierung abgesichert — keine langen Decimal-Werte, Beträge mit 2 Dezimalstellen, keine technischen IDs in Mobile Cards [tool: code edit/tests].\n9. Effektive-Ausgaben-Mobile-Ansicht umgesetzt — Card-Liste mit Datum, Beschreibung/Händler, Kategorie, Konto, Betrag prominent und Status [tool: code edit].\n10. Effektive-Ausgaben-Roadmap-Hinweis ergänzt — „Beleg erfassen und Foto-Import: später.“ als Coming-soon-Hinweis, nicht als Fake-Button [tool: code edit].\n11. Einkünfte mobil nutzbar gemacht — Mobile Card-Ansicht für Einkünfte-Pläne mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status und Archivieren-Aktion wenn aktiv [tool: code edit].\n12. Crypto mobil nutzbar gemacht — Coin-Liste als Mobile Cards, Desktop-Tabelle ab `md`, Detail Drawer bleibt nutzbar [tool: code edit].\n13. Aktien/ETF/Cash mobil nutzbar gemacht — Aktien/ETF-Positionen als Mobile Cards ergänzt; Cash kompakt belassen; Status/Detail-Nutzung mobil verbessert [tool: code edit].\n14. Wallets mobil nutzbar gemacht — Wallet-Liste als Cards ergänzt [tool: code edit].\n15. Große Tabellen mobil entschärft — relevante Tabellen werden auf Mobile durch Card Lists ersetzt oder erst ab `md`/Desktop angezeigt [tool: code edit].\n16. `DetailDrawer` mobil verbessert — auf Mobile Bottom-Sheet/fullscreen-artiges Panel mit besser erreichbarem Schließen-Button [tool: code edit].\n17. Touch-Bedienbarkeit verbessert — wichtige Mobile Buttons/Cards mit größeren Touch-Flächen; keine Hover-only Mobile-Flows [tool: code edit].\n18. Neue/aktualisierte Frontend-Tests ergänzt — prüfen mobile Navigation, Desktop Sidebar, Mobile Shell, Budgetstatus Cards, Effektive-Ausgaben Cards, Crypto Cards, Equity Cards, Dezimalformatierung und technische-ID-Vermeidung [tool: test/code edit].\n19. Frontend Vitest ausgeführt — Ergebnis: `31 passed` [tool: terminal].\n20. Frontend Build ausgeführt — Ergebnis: OK [tool: terminal].\n21. Python compile ausgeführt — Ergebnis: OK [tool: terminal].\n22. Backend pytest ausgeführt — Ergebnis: `393 passed` [tool: terminal].\n23. `git diff --check` ausgeführt — Ergebnis: OK [tool: terminal].\n24. Source Secret Scan ausgeführt — Ergebnis: OK; keine Secrets gefunden/preserviert [tool: terminal].\n25. Frontend Build Secret Scan ausgeführt — Ergebnis: OK [tool: terminal].\n26. Git-Safety geprüft — Ergebnis: OK [tool: terminal].\n27. Browser-/Route-Sanity durchgeführt — Routen `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200` [tool: browser/terminal].\n28. Einschränkung bei echtem iPhone-Viewport-Test dokumentiert — Browser-Stack hatte keinen Viewport-Resize/Device-Emulation-Hebel; Playwright/Selenium lokal nicht installiert; Absicherung daher über responsive Klassen und Vitest-Assertions [tool: inspection].\n29. Dashboard aus aktuellem Working Tree neu gestartet — Backend und Frontend neu gestartet [tool: terminal].\n30. Healthchecks durchgeführt — Backend `/api/health`: `200`; Frontend lokal: `200`; Frontend via Tailscale-IP: `200` [tool: terminal].\n31. Commit erstellt — Commit Message: `feat: improve mobile dashboard ux`; Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00` [tool: git].\n32. Push durchgeführt und Remote-Hash verifiziert — Remote Hash entspricht lokalem Commit `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`; Push erfolgreich [tool: git].\n33. Finaler Restart aus gepushtem Stand durchgeführt — Backend PID `504937`, Frontend PID `504946` [tool: terminal].\n34. Abschlussbericht geliefert — Ja/Nein-Status für alle geforderten Mobile-UX-Bereiche, Tests, Git-Safety, Commit/Push, Links und offene Grenzen gemeldet [tool: response].\n\n## Active State\n- Working directory: nicht explizit im neuen Kontext genannt.\n- Branch: `feat/budget-phase-1-4`.\n- Working Tree: sauber.\n- Letzter Commit: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Commit Message: `feat: improve mobile dashboard ux`.\n- Push-Status: erfolgreich; Remote-Hash Match: ja.\n- Backend läuft neu gestartet mit PID `504937`.\n- Frontend läuft neu gestartet mit PID `504946`.\n- Lokales Backend: `http://127.0.0.1:8000`.\n- Lokales Frontend: `http://127.0.0.1:5173`.\n- Tailscale Dashboard: `http://100.85.29.67:5173`.\n- Tailscale Serve/HTTPS: nicht aktiv; Meldung: `No serve config`.\n- Healthchecks:\n  - Backend `/api/health`: `200`.\n  - Frontend lokal: `200`.\n  - Frontend via Tailscale-IP: `200`.\n- Teststatus:\n  - Backend pytest: `393 passed`.\n  - Frontend Vitest: `31 passed`.\n  - Frontend build: OK.\n  - Python compile: OK.\n  - `git diff --check`: OK.\n  - Source Secret Scan: OK.\n  - Frontend Build Secret Scan: OK.\n  - Git-Safety: OK.\n- Modified/created files: konkrete Dateiliste wurde im sichtbaren Verlauf nicht genannt; Änderungen betreffen Vue Layout-/Navigations-/Dashboard-/Budget-/Expense-/Income-/Crypto-/Equity-/Wallet-/DetailDrawer-Komponenten und zugehörige Frontend-Tests.\n\n## In Progress\nKeine laufende Arbeit. Vue Mobile UX Sprint v1 wurde abgeschlossen, getestet, committed, gepusht und neu gestartet.\n\n## Blocked\n- Kein echter iPhone-Safari-/390px-Viewport-Test mit Playwright/Selenium möglich, weil Playwright/Selenium lokal nicht installiert sind und der verfügbare Browser-Stack keinen Viewport-Resize-/Device-Emulation-Hebel bot.\n- Tailscale Serve/HTTPS ist nicht aktiv; Status/Meldung: `No serve config`.\n- Keine funktionalen Blocker für die ausgelieferte Mobile UX bekannt.\n\n## Key Decisions\n- Mobile Navigation als Bottom Navigation plus leichtgewichtiges `details`-Mehr-Menü umgesetzt, statt komplexes Drawer-System: pragmatisch, robust und ausreichend für unterwegs.\n- Desktop-Sidebar beibehalten, um vorhandenes Desktop-Verhalten nicht zu brechen.\n- Mobile Quick-View priorisiert statt Desktop-Tabellen 1:1 auf iPhone zu pressen.\n- Große Tabellen mobil durch Card Lists ersetzt; Desktop-Tabellen bleiben ab passenden Breakpoints erhalten.\n- Keine neuen Fachmodule/Provider/Import-Engines implementiert, um Scope und Sicherheitsvorgaben einzuhalten.\n- Keine Fake-Buttons für OCR/Foto/Beleg-Erfassung; stattdessen Coming-soon-Hinweis.\n- Echten Viewport-Test nicht durch neue Testdependency ersetzt; stattdessen responsive Klassen + Vitest-Assertions + reale Route-Sanity verwendet, um keine unnötigen Dependencies einzuführen.\n- Detail Drawer mobil als Bottom Sheet/fullscreen-artiges Panel verbessert, weil Touch-Bedienbarkeit und Sichtbarkeit auf iPhone wichtiger sind als Desktop-ähnliche Side Panels.\n\n## Resolved Questions\n- Mobile Navigation umgesetzt? Ja: Bottom Navigation mit Home, Budget, Ausgaben, Crypto, Portfolio, Mehr; Mehr enthält Reports, Wallets, Einkünfte, Kategorien, Aktien/ETF & Cash.\n- Command Center mobil nutzbar? Ja: kompaktere KPI Cards, reduzierte Header/Padding, saubere Wertumbrüche.\n- Budgetstatus mobil als Cards? Ja: Kategorie-Cards mit Budget Monat, Ist Monat, Prognose, Abweichung und Ampel/Status.\n- Effektive Ausgaben mobil nutzbar? Ja: Card-Liste mit Datum, Händler/Beschreibung, Kategorie, Konto, Betrag und Status; Coming-soon-Hinweis für Beleg/Foto.\n- Einkünfte mobil nutzbar? Ja: Cards mit Name, Quelle/Person, Art, Monatswert, Jahreswert, Status.\n- Crypto mobil nutzbar? Ja: Coin Cards, kompakte Liste, Details nutzbar.\n- Aktien/ETF/Cash mobil nutzbar? Ja: Positionen als Cards, Cash kompakt, Detail Drawer verbessert.\n- Wallets mobil nutzbar? Ja: Wallet Cards.\n- Tabellen mobil entschärft? Ja: Mobile Card Lists oder Desktop-only Tabellen.\n- Tailscale-Link funktioniert? Ja: `http://100.85.29.67:5173` liefert `200`.\n- Backend neu gestartet? Ja, PID `504937`.\n- Frontend neu gestartet? Ja, PID `504946`.\n- Commit/Push erledigt? Ja, Commit/Remote Hash `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Wurden VISA/Migros/OCR/Rule/Duplicate/neue Provider implementiert oder gestartet? Nein.\n\n## Pending User Asks\nNone.\n\n## Relevant Files\n- Konkrete Pfade wurden im sichtbaren Verlauf nicht ausgegeben.\n- Relevante geänderte Bereiche:\n  - Vue App Layout / Shell: Mobile Padding, Bottom Navigation, Desktop Sidebar-Erhalt.\n  - Mobile Navigation-Komponenten: Hauptpunkte und Mehr-Menü.\n  - Command Center Dashboard-Komponenten: responsive KPI Cards.\n  - Budgetstatus-Komponenten: Desktop-Tabelle plus Mobile Category Cards.\n  - Effektive-Ausgaben-Komponenten: Mobile Expense Cards und Coming-soon-Hinweis.\n  - Einkünfte-Komponenten: Mobile Income Plan Cards.\n  - Crypto-Komponenten: Mobile Coin Cards, Desktop-Tabelle ab `md`.\n  - Equity/Aktien-ETF-Cash-Komponenten: Mobile Position Cards.\n  - Wallet-Komponenten: Mobile Wallet Cards.\n  - `DetailDrawer`-ähnliche Komponente: Mobile Bottom-Sheet/fullscreen-artiges Verhalten.\n  - Frontend-Testdateien: Vitest-Abdeckung für Mobile Navigation, Cards, Layout, Dezimalformatierung und technische-ID-Vermeidung.\n\n## Remaining Work\n- Optional bei späterem Bedarf: echten iPhone/iPad-Viewport-Test mit Playwright/Selenium oder Safari Remote Debugging nachrüsten.\n- Optional: Tailscale Serve/HTTPS konfigurieren, falls HTTPS-Link gewünscht ist; aktuell nur Tailscale-IP per HTTP gemeldet.\n- Reports bleiben minimal/roadmap-artig.\n- Settings/Admin bleiben nicht Teil des Mobile User Mode; später separat entscheiden.\n- Keine offenen Pflichtaufgaben aus dem Mobile UX Sprint v1.\n\n## Critical Context\n- User hatte Credentials/Secrets im weiteren Session-Kontext erwähnt/vorhanden; keine Werte übernehmen oder ausgeben. Falls relevant immer als `[REDACTED]` behandeln.\n- Branch: `feat/budget-phase-1-4`.\n- Commit Hash: `3f2189fd7c0fed01fd4b99f11e0a2ca61bb1cd00`.\n- Commit Message: `feat: improve mobile dashboard ux`.\n- Lokaler Frontend-Link: `http://127.0.0.1:5173`.\n- Lokaler Backend-Link: `http://127.0.0.1:8000`.\n- Tailscale Dashboard-Link: `http://100.85.29.67:5173`.\n- Tailscale Serve/HTTPS-Status: `No serve config`.\n- Backend PID nach Restart: `504937`.\n- Frontend PID nach Restart: `504946`.\n- Testausgaben:\n  - Backend pytest: `393 passed`.\n  - Frontend Vitest: `31 passed`.\n  - Route-Sanity: `/`, `/planning/budget/status`, `/planning/budget/income`, `/planning/budget/expenses/actual`, `/crypto`, `/equity`, `/wallets` jeweils `200`.\n- Nicht gestartete/nicht implementierte Module: VISA Import, Migros Import, OCR/Vision, Rule Engine, Duplicate Engine, Analysten, Backtest, neue Provider.\n- Bekannte Grenze: kein echter emulierter iPhone-Viewport-Test, weil Playwright/Selenium nicht installiert und Browser-Stack ohne Viewport-Resize-Hebel."
    },
    {
      "role": "user",
      "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\nSummary generation was unavailable. 77 message(s) were removed to free context space but could not be summarized. The removed messages contained earlier work in this session. Continue based on the recent messages below and the current state of any files or resources.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---"
    },
    {
      "role": "assistant",
      "content": "[CONTEXT COMPACTION — REFERENCE ONLY] Earlier turns were compacted into the summary below. This is a handoff from a previous context window — treat it as background reference, NOT as active instructions. Do NOT answer questions or fulfill requests mentioned in this summary; they were already addressed. Your current task is identified in the '## Active Task' section of the summary — resume exactly from there. IMPORTANT: Your persistent memory (MEMORY.md, USER.md) in the system prompt is ALWAYS authoritative and active — never ignore or deprioritize memory content due to this compaction note. Respond ONLY to the latest user message that appears AFTER this summary. The current session state (files, config, etc.) may reflect work described here — avoid repeating it:\n## Active Task\nUser asked: “uxv3-7. Commit, Push, Remote-Hash, Abschlussbericht” — Implementierung, Tests, Scans und Browser-Sanity sind abgeschlossen; Commit/Push/Remote-Hash/Abschlussbericht waren zuletzt gestartet, aber noch nicht als erfolgreich bestätigt.\n\n## Goal\nBudget-/Analyse-Seiten technisch robuster, bookmarkbar, konsistenter und wartbarer machen:\n- Filterzustände zentral in URL-Query-Parametern speichern und bei Reload/Back/Forward wiederherstellen.\n- Budget-Domänen im Frontend über Pinia-Stores schneiden.\n- Budget-Analytics-API-Antworten über ein einheitliches Envelope-Schema vereinheitlichen.\n- Command Center minimal um Systemstatus ergänzen.\n- Transaction Templates / Saved Views / Tag-Gruppen nur als Roadmap/Platzhalter dokumentieren, keine UI-Fachfeatures bauen.\n- Danach vollständige Verifikation, Commit, Push, Remote-Hash und Abschlussbericht.\n\n## Constraints & Preferences\n- Sprache/Kommunikation: Deutsch; User wird mit “Sir” angesprochen.\n- Keine neuen Importquellen.\n- Keine neuen Budget-Fachfunktionen.\n- Keine Grocery-Erweiterung.\n- Keine Fixkosten-/Subscription-Erweiterung in diesem Sprint.\n- Keine Runtime-DB ins Git.\n- Keine echten Beträge im Chat.\n- Keine API-Keys ins Frontend.\n- Keine fremden ezBookkeeping-Code/Assets übernehmen; nur Pattern-Adaption.\n- Bestehende Funktionen dürfen nicht kaputtgehen.\n- Analytics Envelope backwards-kompatibel einführen; ggf. Übergangsadapter nutzen.\n- Defaults sinnvoll halten, z. B. Jahr `2026`.\n- Query-Filter zentral über `frontend/src/composables/useQueryFilters.ts`, nicht je Seite wild implementieren.\n- Pinia-Stores domänennah und pilotiert, nicht gesamtes Frontend auf einmal umbauen.\n- Nach Confirm/Update sollen Review/Transactions/Analytics aktualisiert bzw. Cache invalidiert werden.\n- Kein Prop-Drilling für zentrale Budget-Daten.\n- Keine stillen Chart-Fehler bei leeren Daten.\n- Safety: Secret-Scans, Git-Safety, keine Runtime-/echten Daten im Git.\n- Keine Credentials/Secrets in Zusammenfassungen; vorhandene Credentials immer als `[REDACTED]`.\n\n## Completed Actions\n1. Backend-Härtung für Fixkosten/Subscriptions abgeschlossen — Sprint-KPIs, Warnstatus-Namen `missing`, `due_soon`, `new_candidate`, `inactive` sowie Budget-Übersicht-Felder ergänzt [tool: terminal/patch].\n2. Fixkosten-Test korrigiert — eine zusammengeklebte Testzeile wurde sauber repariert [tool: patch].\n3. Fixkosten-Testdaten ergänzt — synthetischer bestätigter Musterkandidat erzeugt, damit `new_candidate` korrekt nur bei offenen Fixkosten-Kandidaten geprüft wird [tool: patch].\n4. Fixkosten-Backend RED→GREEN abgeschlossen — fokussierte Backend-Tests grün [tool: terminal].\n5. Fixkosten-UI gehärtet — neue KPIs, gewünschte Statuslabels, keine `Ignorieren`-Semantik mehr, Bearbeiten/Pausieren/Archivieren sichtbar, Mobile Cards beibehalten [tool: patch].\n6. Fixkosten-Backend- und UI-Tests fokussiert ausgeführt — grün [tool: terminal].\n7. Budget-Übersicht-Integration für Fixkosten ergänzt — Monat/Quote/Kandidaten/fehlende Zahlungen im Cockpit sichtbar gemacht [tool: patch].\n8. Budget-Übersicht DTO/UI erweitert — fokussierte Backend/Frontend-Suites grün [tool: terminal].\n9. Full Verification für Fixkosten-Sprint ausgeführt — Backend `502 passed`, Frontend `95 passed`, Frontend Build OK [tool: terminal].\n10. Secret-/Git-Safety-Scans und `diff --check` für Fixkosten-Sprint ausgeführt — grün [tool: terminal].\n11. Services aus aktuellem Working Tree neu gestartet — Backend und Frontend liefen neu an [tool: terminal].\n12. Health/API/Browser-Routen geprüft — Frontend-Routen `200`; API-Sanity zunächst mit falschem Endpoint-Namen versucht, danach anhand tatsächlicher Recurring-Routen korrekt geprüft und grün [tool: terminal/browser].\n13. Browser-Sanity für Fixkosten/Abos sowie Kontrollseiten ausgeführt — echte produktive Route `/planning/budget/fixed-costs` rendert korrekt [tool: browser].\n14. Route-Alias ergänzt — `/planning/budget/recurring` leitet robust auf `/planning/budget/fixed-costs`, damit alte/naheliegende Links nicht ins Command Center fallen [tool: patch].\n15. Browser-/Route-Sanity nach Alias-Patch wiederholt — grün, keine JS-Console-Fehler [tool: browser].\n16. Final Secret-/Git-Safety-Scans nach Alias-Patch wiederholt — grün [tool: terminal].\n17. Diff-Umfang geprüft — im erwarteten Scope; Grocery-Testdateien nur wegen Schema-Version angepasst, keine Grocery-Funktionalität [tool: git/terminal].\n18. Fixkosten-Sprint committed — Commit `cefe4a38b7869f82149746ef7398911327001e37`, Message `feat: harden fixed costs subscriptions v1`, Branch `main` [tool: git].\n19. Fixkosten-Sprint gepusht — erster Push-Versuch scheiterte an GitHub-Netzwerkverbindung; Retry erfolgreich; Remote-Hash anschließend mit `GIT_ASKPASS`/erneuter Netzwerkprüfung verifiziert [tool: git/terminal].\n20. Finaler Fixkosten-Abschlussbericht geliefert — Ergebnisstatus, Sicherheitsregeln, UI, Budget-Integration, Verifikation, Git, laufende Services und offene Grenzen dokumentiert [tool: chat].\n21. Backend-Startmeldung bestätigt — Background process meldete `Application startup complete`; Backend läuft erwartungsgemäß, Health war `200` [tool: terminal/watch].\n22. Budget UX Foundation v3 gestartet — Arbeitsbasis geprüft: sauber auf Branch `main`, keine bestehenden Pinia-Stores vorhanden [tool: git/terminal].\n23. Betroffene Budget-Seiten und API-Router gelesen — Vorbereitung für Query-Filter, Stores und Analytics Envelope [tool: read_file/search].\n24. Festgestellt, dass Pinia noch nicht installiert ist — Installation als notwendige Sprint-Basis eingeplant [tool: terminal/package inspection].\n25. RED-Tests geschrieben für gewünschte Oberfläche — QueryFilters/Stores/Envelope fehlen erwartungsgemäß [tool: patch].\n26. Fokussierte RED-Tests ausgeführt — Rot bestätigt: Analytics Envelope fehlt, `useQueryFilters` fehlt, Stores fehlen, Pinia fehlt [tool: terminal].\n27. Pinia installiert — Voraussetzung für `budgetOverviewStore`, `budgetTransactionsStore`, `budgetReviewStore`, `budgetAnalyticsStore` geschaffen [tool: package manager/terminal].\n28. Backend Analytics Envelope minimal implementiert — einheitliche Basisstruktur mit `meta`, `filters_applied`, `totals`, `series`, `rows`, `warnings`, `errors` für betroffene Analytics-Endpunkte begonnen [tool: patch].\n29. Frontend-Basis implementiert — `useQueryFilters.ts` und Pinia-Store-Grundlagen minimal grün gemacht [tool: patch].\n30. Fokussierte RED→GREEN-Basis erneut getestet — QueryFilters/Stores/Envelope-Basis grün [tool: terminal].\n31. Begonnen, Pilotseiten tatsächlich an Query-Filter und Stores anzubinden — Daten-Explorer, Effektive Ausgaben, Review, Kategorieanalyse plus Command-Center-Systemstatus und Roadmap-Dokumente als nächste Ziele identifiziert [tool: patch/in progress].\n32. Todo-Stand für `uxv3` aktualisiert — bestätigt, dass RED-Basis für Composable/Stores/Envelope bereits grün ist und Pilotseiten-Anbindung fortgesetzt wird [tool: chat].\n33. Pilotseiten-Anbindung abgeschlossen — Daten-Explorer, Effektive Ausgaben, Buchungen prüfen und Kategorieanalyse an zentrale URL-Query-Filter und Budget-Pinia-Stores angebunden [tool: patch].\n34. Fokussierte Vitest-Suite ausgeführt — Pilotseiten-/Composable-/Store-Basis grün; anschließend TypeScript/Build-Kanten geprüft [tool: terminal].\n35. TypeScript-Buildfehler behoben — Build meckerte über `this` in Pinia-Defaultparametern; Defaultparameter typensicher bereinigt [tool: patch/terminal].\n36. Frontend-Build erneut ausgeführt — Build wieder grün nach Pinia-Defaultparameter-Fix [tool: terminal].\n37. Backend-Analytics ergänzt — verlangte Aliasroute `/api/budget/analysis/monthly` ergänzt und in Envelope-/Adapter-Konzept eingebunden [tool: patch].\n38. Command Center erweitert — dezente Systemstatus-Kachel ergänzt, kein ausgebautes Monitoring-Feature [tool: patch].\n39. Roadmap-Dokumentation ergänzt — Transaction Templates, Saved Views und Tag-Gruppen als Roadmap/Platzhalter dokumentiert, ohne UI-Fachfeatures zu bauen [tool: patch].\n40. Regressionstest für Command-Center-Systemstatus ergänzt — kleine UI-/Render-Absicherung für Systemstatus-Kachel hinzugefügt [tool: patch].\n41. Fokussierte Regression + Build ausgeführt — grün; Implementierungspunkte `uxv3-2` bis `uxv3-5` als erledigt markierbar [tool: terminal].\n42. Full Verification gestartet und Kernchecks abgeschlossen — Python compile, `pytest`, `npm test`, `npm run build` grün; Backend `504 passed`, Frontend `101 passed` [tool: terminal].\n43. Secret-Scan initial geprüft — erwarteter Treffer auf Test-Regex-Datei selbst, kein echtes Secret; Scan mit Whitelist für `test_git_safety.py` wiederholt [tool: terminal].\n44. Git-Safety-Scan geprüft — bekannte synthetische Fixtures/Examples markiert, keine neuen Runtime-Dateien; aktueller Diff gezielt auf Runtime/Secrets/DB/CSV geprüft [tool: terminal/git].\n45. Frontend-Build-Secret-Scan untersucht — vermeintlicher `sk-` Treffer als PrimeVue-CSS-Substring `mask-background` identifiziert, kein Secret [tool: terminal].\n46. Token-Regex-Scan mit echten Tokenformaten ausgeführt — sauber; keine echten Tokens/API-Keys im Source oder Build gefunden [tool: terminal].\n47. Services aus aktuellem Working Tree neu gestartet — Backend/Frontend für API-, HTTP- und Browser-Sanity auf aktuellem Stand gestartet [tool: terminal].\n48. HTTP-/API-Sanity ausgeführt — relevante Routen inklusive URL-Filtern grün [tool: terminal].\n49. Browser-Sanity ausgeführt — Pilotseiten mit URL-Query geprüft; Query-Erhalt und keine JS-Fehler bestätigt [tool: browser].\n50. URL-Kanonik gehärtet — `year=2026` bleibt sichtbar in URL; unnötiges zusätzliches `budget_year=2026` entfernt, `budget_year` bleibt nur interner/API-Adapter [tool: patch/browser/terminal].\n51. Finale Scans nach letztem Build ausgeführt — Scans sauber mit echter Token-Regex; Diff-Scope geprüft [tool: terminal/git].\n52. Diff-Scope bestätigt — Änderungen liegen im erwarteten Rahmen: Pinia, Composable, Stores, Envelope, Pilotseiten, Command Center, Docs, Tests [tool: git].\n53. Verification als abgeschlossen markiert — nächster Schritt war Commit/Push [tool: terminal/chat].\n54. Commit/Push gestartet — Assistant kündigte an, jetzt zu committen und zu pushen; Erfolg, Commit-Hash und Remote-Hash wurden noch nicht bestätigt [tool: git/in progress].\n\n## Active State\n- Working directory: `~/jarvis_runtime/finance-system`.\n- Branch: `main`.\n- Letzter sicher veröffentlichter Commit vor `uxv3`: `cefe4a38b7869f82149746ef7398911327001e37` (`feat: harden fixed costs subscriptions v1`), Push und Remote-Hash verifiziert.\n- Aktueller `uxv3`-Arbeitsstand:\n  - Implementierung abgeschlossen.\n  - Pilotseiten sind an URL-Query-Filter und Pinia-Stores angebunden.\n  - Backend Analytics Envelope inkl. Alias `/api/budget/analysis/monthly` umgesetzt.\n  - Command Center Systemstatus-Kachel ergänzt.\n  - Roadmap-Dokumentation für Transaction Templates / Saved Views / Tag-Gruppen ergänzt.\n  - URL-Kanonik final: öffentlicher Filter `year`; `budget_year` nicht mehr zusätzlich in der URL, sondern nur interner/API-Adapter.\n- Tests/Verification:\n  - Python compile: grün.\n  - Backend `pytest`: `504 passed`.\n  - Frontend `npm test`: `101 passed`.\n  - Frontend `npm run build`: grün.\n  - Fokussierte Vitest-/Regressionstests: grün.\n  - Secret-Scans: sauber nach Whitelist/Regex-Präzisierung; Treffer waren Test-Regex-Datei bzw. PrimeVue CSS `mask-background`, keine Secrets.\n  - Git-Safety: bekannte synthetische Fixtures/Examples, keine neuen Runtime-Dateien.\n  - Browser-Sanity: grün, Pilotseiten mit URL-Filtern geprüft, keine JS-Fehler.\n  - HTTP/API-Sanity: grün.\n  - Diff-Scope: im erwarteten Rahmen.\n- Commit/Push:\n  - Noch nicht als erfolgreich bestätigt.\n  - Kein neuer Commit-Hash bekannt.\n  - Kein Remote-Hash für `uxv3` bekannt.\n- Services:\n  - Backend/Frontend wurden für Sanity aus aktuellem Working Tree neu gestartet.\n  - Frühere bekannte URLs: Backend `http://127.0.0.1:8000`, Frontend/Tailscale `http://100.85.29.67:5173`.\n  - Frühere PIDs aus vorherigem Sprint: Backend `667514`, Frontend `667553`; nach Neustart können PIDs abweichen und sollten neu geprüft werden.\n\n## In Progress\n- Commit, Push und Remote-Hash-Verifikation für `uxv3` waren zuletzt gestartet, aber noch nicht abgeschlossen/bestätigt.\n- Danach muss der Abschlussbericht an den User geliefert werden.\n\n## Blocked\n- Keine aktuellen Blocker bekannt.\n- Gelöste/umgangene Issues im `uxv3`-Sprint:\n  - TypeScript/Build-Fehler: `this` in Pinia-Defaultparametern; typensicher bereinigt.\n  - Secret-Scan-False-Positive auf Test-Regex-Datei; mit Whitelist für `test_git_safety.py` wiederholt.\n  - Git-Safety meldete bekannte synthetische Fixtures/Examples; keine neuen Runtime-Dateien.\n  - Build-Scan-False-Positive `sk-` war PrimeVue CSS `mask-background`, kein Secret.\n  - URL enthielt unnötig zusätzlich `budget_year=2026`; auf kanonisches `year=2026` reduziert.\n- Frühere gelöste Issues:\n  - API-Sanity beim Fixkosten-Sprint zunächst mit falschem Endpoint-Namen versucht; durch Lesen der tatsächlichen Recurring-Routen korrigiert.\n  - `/planning/budget/recurring` zeigte zunächst Fallback/Command Center; durch Redirect-Alias auf `/planning/budget/fixed-costs` behoben.\n  - Erster Push-Versuch beim Fixkosten-Sprint scheiterte wegen GitHub-Netzwerkverbindung; Retry erfolgreich.\n  - Pinia fehlte zu Beginn des Budget UX Foundation v3 Sprints; wurde installiert.\n\n## Key Decisions\n- Fixkosten/Subscriptions v1 wurde abgeschlossen und in `uxv3` nicht erweitert.\n- Query-Filter werden zentral über `frontend/src/composables/useQueryFilters.ts` umgesetzt, um Wildwuchs pro Seite zu vermeiden.\n- Pinia wurde eingeführt, weil bisher keine Stores vorhanden waren und der Sprint explizit domänennahe Stores verlangt.\n- Pinia-Rollout bleibt pilotiert und begrenzt auf Budget Overview, Transactions, Review und Analytics, um Regressionen im restlichen Frontend zu vermeiden.\n- Analytics Envelope wird backwards-kompatibel eingeführt; Frontend nutzt `totals`, `series`, `rows`, alte Keys ggf. über Adapter.\n- Envelope-Grundstruktur:\n  - `meta`: z. B. `view`, `generated_at`, `currency`\n  - `filters_applied`\n  - `totals`\n  - `series`\n  - `rows`\n  - `warnings`\n  - `errors`\n- Öffentlicher URL-Filter heißt kanonisch `year`; `budget_year` ist nur interner/API-Adapter, um doppelte Query-Parameter zu vermeiden.\n- Keine neuen Fachfeatures: Transaction Templates, Saved Views, Tag-Gruppen nur dokumentieren/vorbereiten, nicht als UI bauen.\n- Command Center Systemstatus nur minimal/dezent umsetzen, nicht als Monitoring-Feature ausweiten.\n- Secret-Scans sollen echte Tokenformate prüfen; bekannte synthetische Testfixtures/Testregex-Dateien nicht als echte Secrets werten.\n\n## Resolved Questions\n- “Backend steht?” — Ja. Uvicorn meldete `Application startup complete`, Health war `200`, kein Fehler.\n- Fixkosten/Subscriptions v1 Status — abgeschlossen, getestet, gepusht, Remote-Hash verifiziert.\n- Fixkosten-Route — produktive Seite ist `/planning/budget/fixed-costs`; Alias `/planning/budget/recurring` leitet korrekt dorthin.\n- Fixkosten-Sprint-Verifikation — Backend `502 passed`, Frontend `95 passed`, Build OK, Secret Scans OK, Git-Safety OK, `git diff --check` OK, Browser-Sanity OK.\n- Grocery — im Fixkosten-Sprint nicht erweitert; nur Schema-Version-bedingte Testdatei-Anpassungen.\n- Budget UX Foundation v3 initialer RED→GREEN-Status — RED-Tests wurden geschrieben und rot bestätigt; Minimalbasis für Envelope/QueryFilters/Stores wurde implementiert und fokussiert grün getestet.\n- `uxv3` Full Verification — Kernchecks grün: Backend `504 passed`, Frontend `101 passed`, Build grün.\n- Secret-Scan-Fragen — Treffer waren False Positives: Test-Regex-Datei bzw. PrimeVue CSS `mask-background`, keine echten Secrets.\n- URL-Query-Kanonik — `year=2026` bleibt in URL erhalten; `budget_year` wird nicht mehr als zusätzlicher öffentlicher Query-Parameter geschrieben.\n\n## Pending User Asks\n- `uxv3-7` fertigstellen:\n  - Commit erstellen.\n  - Push ausführen.\n  - Remote-Hash verifizieren.\n  - Abschlussbericht liefern mit:\n    - Ja/Nein zu Pilotseiten-Anbindung,\n    - Analytics Envelope,\n    - Systemstatus-Kachel,\n    - Roadmap-Dokumentation,\n    - Tests/Build/Scans,\n    - Browser-Sanity,\n    - Git-Safety,\n    - Commit-Hash,\n    - Push-/Remote-Hash-Status,\n    - offene Grenzen.\n\n## Relevant Files\n- `frontend/src/composables/useQueryFilters.ts` — zentraler Composable für URL-synchrone Filter; implementiert und auf Pilotseiten angewandt.\n- `frontend/src/stores/...budgetOverviewStore...` — neuer Pinia-Store für Budget Übersicht; implementiert.\n- `frontend/src/stores/...budgetTransactionsStore...` — neuer Pinia-Store für Effektive Ausgaben/Transaktionen; implementiert und angebunden.\n- `frontend/src/stores/...budgetReviewStore...` — neuer Pinia-Store für Buchungen prüfen; implementiert und angebunden.\n- `frontend/src/stores/...budgetAnalyticsStore...` — neuer Pinia-Store für Daten-Explorer/Kategorieanalyse/Analytics; implementiert und angebunden.\n- `frontend/package.json` / Lockfile — Pinia installiert.\n- Frontend Pilotseiten:\n  - Daten-Explorer: `/planning/budget/analysis/data-explorer` — URL-Filter + Analytics Store.\n  - Effektive Ausgaben: `/planning/budget/expenses/actual` — URL-Filter + Transactions Store.\n  - Buchungen prüfen: `/planning/budget/expenses/review` — URL-Filter + Review Store.\n  - Kategorieanalyse: `/planning/budget/analysis/categories` — URL-Filter + Envelope/Analytics Store.\n  - Budget Übersicht — nutzt `budgetOverviewStore`.\n- Backend API-Endpunkte/Router für Budget Analytics:\n  - `/api/budget/analysis/data-explorer`\n  - `/api/budget/analysis/categories`\n  - `/api/budget/analysis/monthly` — Alias ergänzt.\n  - `/api/budget/analysis/budget-vs-actual`\n  - optional `/api/budget/dashboard/cockpit`\n- Command Center Frontend-Datei — Systemstatus-Kachel ergänzt.\n- Docs/Roadmap-Dateien — Transaction Templates, Saved Views, Tag-Gruppen als Roadmap dokumentiert.\n- Tests:\n  - Neue RED-/Regressionstests für `useQueryFilters`, Stores, Analytics Envelope, Pilotseiten und Command-Center-Systemstatus.\n  - Git-Safety-/Secret-Scan-Testdateien: `test_git_safety.py` relevant für Whitelist/False-Positive.\n\n## Remaining Work\n- Git-Status prüfen.\n- Falls noch nicht erledigt: `git diff --check` final erneut bestätigen.\n- Commit erstellen, z. B. für `uxv3`-Scope.\n- Push ausführen.\n- Remote-Hash gegen lokalen Commit verifizieren.\n- Abschlussbericht an den User liefern.\n- Dabei keine Secrets, Tokens, Passwörter, API-Keys oder Connection Strings nennen; falls gefunden, als `[REDACTED]` behandeln.\n\n## Critical Context\n- Vorheriger Sprint ist vollständig abgeschlossen:\n  - Branch: `main`\n  - Commit: `cefe4a38b7869f82149746ef7398911327001e37`\n  - Commit Message: `feat: harden fixed costs subscriptions v1`\n  - Push erfolgreich\n  - Remote-Hash verifiziert\n- `uxv3` ist technisch implementiert und verifiziert, aber Git-Abschluss ist noch nicht bestätigt.\n- `uxv3` Verification-Resultate:\n  - Backend: `504 passed`\n  - Frontend: `101 passed`\n  - Build: grün\n  - Browser-Sanity: grün\n  - HTTP/API-Sanity: grün\n  - Secret-Scan: sauber nach echter Token-Regex\n  - Git-Safety: keine neuen Runtime-Dateien\n- False Positives:\n  - Secret-Scan-Testdatei selbst: erwarteter Treffer, kein Secret.\n  - Build-Scan `sk-`: PrimeVue CSS `mask-background`, kein Secret.\n- URL-Kanonik:\n  - `year=2026` soll in der URL stehen bleiben.\n  - `budget_year=2026` soll nicht zusätzlich in der URL stehen; nur interner/API-Adapter.\n- Letzte bekannte Services aus vorherigem Sprint:\n  - Backend: `http://127.0.0.1:8000`, Health `200`, frühere PID `667514`.\n  - Frontend/Tailscale: `http://100.85.29.67:5173`, frühere PID `667553`.\n  - Nach `uxv3`-Neustart PIDs ggf. neu ermitteln.\n- Uvicorn-Startkommando aus vorheriger Watch-Meldung:\n  - `source ~/jarvis_runtime/finance-system/venv/bin/activate`\n  - `export JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system`\n  - `unset JARVIS_FINANCE_DB_PATH`\n  - `PYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000`\n  - Output damals: `INFO:     Application startup complete.`\n- Keine Secrets, Tokens, Passwörter, API-Keys oder Connection Strings in weiteren Berichten erhalten; falls gefunden, als `[REDACTED]` behandeln.\n\n--- END OF CONTEXT SUMMARY — respond to the message below, not the summary above ---\n\nPush und Remote-Hash sind verifiziert. Ich hole final noch Health/Service-Status aus laufendem Stand und schließe ab."
    },
    {
      "role": "assistant",
      "content": "## Budget UX Foundation v3 — abgeschlossen\n\nSir, technischer Fundament-Sprint ist umgesetzt, verifiziert, committed und gepusht. Keine neuen Fachfeatures, kein Grocery-Ausbau, keine neuen Importquellen, keine Runtime-DB im Git. Geradezu unverschämt diszipliniert.\n\n## Ergebnis\n\n- **URL-Filter-Composable umgesetzt:** ja  \n  - `frontend/src/composables/useQueryFilters.ts`\n  - zentrale Filter-Sanitization\n  - URL-Sync\n  - Reload-Wiederherstellung\n  - Back/Forward-kompatibel\n  - invalid values fallen auf Defaults zurück\n  - `year=2026` bleibt kanonisch in der URL\n\n- **Pilotseiten mit URL-Filtern:** ja  \n  - Daten-Explorer: `/planning/budget/analysis/data-explorer`\n  - Effektive Ausgaben: `/planning/budget/expenses/actual`\n  - Buchungen prüfen: `/planning/budget/expenses/review`\n  - Kategorieanalyse: `/planning/budget/analysis/categories`\n\n- **Pinia-Stores umgesetzt:** ja  \n  - `budgetOverviewStore`\n  - `budgetTransactionsStore`\n  - `budgetReviewStore`\n  - `budgetAnalyticsStore`\n\n- **Pilotseiten an Stores angebunden:** ja  \n  - Daten-Explorer → `budgetAnalyticsStore`\n  - Effektive Ausgaben → `budgetTransactionsStore`\n  - Buchungen prüfen → `budgetReviewStore`\n  - Budget Übersicht → `budgetOverviewStore`\n\n- **Analytics Envelope umgesetzt:** ja  \n  Einheitliche Struktur ergänzt:\n  - `meta`\n  - `filters_applied`\n  - `totals`\n  - `series`\n  - `rows`\n  - `warnings`\n  - `errors`\n\n- **Betroffene Endpunkte:** ja  \n  - `/api/budget/analysis/data-explorer`\n  - `/api/budget/analysis/categories`\n  - `/api/budget/analysis/monthly`\n  - `/api/budget/analysis/monthly-comparison`\n  - `/api/budget/analysis/budget-vs-actual`\n\n- **Backwards-kompatibel:** ja  \n  Alte Keys bleiben erhalten, z.B.:\n  - `transactions`\n  - `kpis`\n  - `categories`\n  - `months`\n  - `budget_vs_actual_by_category`\n\n- **Command Center Systemstatus:** ja  \n  Kleine dezente Kachel ergänzt:\n  - App-Version / API-Version, falls verfügbar\n  - Git Commit, falls verfügbar\n  - Schema-Version, falls verfügbar\n  - letzte Import-Session\n  - letzte Backup-Zeit\n  - Git-Safety: `nicht geprüft`, falls kein Runtime-Wert vorhanden\n  - Runtime-Pfad gekürzt\n\n- **Transaction Templates Roadmap:** ja  \n  - `docs/budget/transaction-templates-roadmap.md`\n\n- **Saved Views / Tag-Gruppen nur dokumentiert:** ja  \n  - `docs/budget/saved-analysis-views-roadmap.md`\n\n## Nicht gebaut — bewusst\n\n- Fixkosten-/Subscription-Erweiterung: nein\n- Merchant Engine Erweiterung: nein\n- neue Importquellen: nein\n- Grocery-Erweiterung: nein\n- Reports: nein\n- Daten-Explorer Export: nein\n- Transaction Templates UI/Migration: nein\n- gespeicherte Views UI/Migration: nein\n- Tag-Gruppen UI/Migration: nein\n- Multi-User/Tenant: nein\n- OCR/Kamera: nein\n\n## Tests\n\nErfolgreich:\n\n- **Python compile:** OK\n- **Backend pytest:** `504 passed`\n- **Frontend npm test:** `101 passed`\n- **Frontend build:** OK\n- **useQueryFilters Tests:** OK\n- **Store Tests:** OK\n- **Analytics Envelope Tests:** OK\n- **Pilotseiten Regression:** OK\n- **Command Center Systemstatus Test:** OK\n\n## Safety\n\n- **source secret scan:** OK\n- **frontend build secret scan:** OK\n- **Git-Safety Diff:** OK\n- **git diff --check:** OK\n- **Runtime-DB im Git:** nein\n- **echte Daten/API-Keys im Git:** nein\n- **API-Keys im Frontend:** nein\n\nHinweis: bestehende synthetische CSV-Fixtures im Repo wurden vom generischen Git-Safety-Scan als CSV erkannt, sind aber alt/bestehend und nicht Teil dieses Diffs. Der Diff-Safety-Check ist sauber.\n\n## Browser-Sanity\n\nGeprüft über Tailscale:\n\n- Daten-Explorer mit URL-Filtern: OK  \n  `http://100.85.29.67:5173/planning/budget/analysis/data-explorer?year=2026&type=expense&merchant=test`\n\n- Effektive Ausgaben mit URL-Filtern: OK  \n  `http://100.85.29.67:5173/planning/budget/expenses/actual?year=2026&merchant=test`\n\n- Buchungen prüfen mit URL-Filtern: OK  \n  `http://100.85.29.67:5173/planning/budget/expenses/review?budget_year=2026&merchant=test`\n\n- Kategorieanalyse mit URL-Filtern: OK  \n  `http://100.85.29.67:5173/planning/budget/analysis/categories?year=2026&type=expense`\n\n- Command Center: OK  \n  `http://100.85.29.67:5173/`\n\n- JS Console: keine Fehler\n\n## API-Sanity\n\nAlle `200`:\n\n- `/api/health`\n- `/api/budget/analysis/data-explorer?year=2026&type=expense&merchant=test`\n- `/api/budget/analysis/categories?year=2026&tx_type=expense`\n- `/api/budget/analysis/monthly?year=2026`\n- `/api/budget/analysis/budget-vs-actual?year=2026`\n\n## Services\n\n- Backend Health: `200`\n- Frontend Tailscale: `200`\n- Backend PID: `673549`\n- Frontend PID: `673562`\n\n## Git\n\n- **Branch:** `main`\n- **Commit:** `746b108e91aaa295e6b1d117e5570e6d09366eab`\n- **Commit Message:** `feat: add budget ux foundation v3`\n- **Push-Status:** erfolgreich\n- **Remote-Hash verifiziert:** ja\n- **Working Tree:** sauber / `main...origin/main`\n\n## Offene Grenzen\n\n- URL-Sync ist bewusst zentral, aber nur auf den vier Pilotseiten angebunden — kein Big-Bang-Refactor.\n- Analytics Envelope ist backwards-kompatibel; alte Frontend-Keys bleiben als Übergangsadapter bestehen.\n- Command-Center-Systemstatus nutzt vorhandene Runtime-/Health-Daten. Werte, die Backend-seitig noch nicht geliefert werden, erscheinen kontrolliert als `nicht verfügbar` oder `nicht geprüft`.\n- Test-Warnungen zu fehlendem Router in isolierten Component-Tests sind bestehende Test-Mount-Warnungen; Tests und Build sind grün."
    },
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      "content": "[M G] [IMPORTANT: Background process proc_0338e52efb33 matched watch pattern \"Application startup complete\".\nCommand: source ~/jarvis_runtime/finance-system/venv/bin/activate\nexport JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system\nunset JARVIS_FINANCE_DB_PATH\nPYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000\nMatched output:\nINFO:     Application startup complete.]"
    },
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      "content": "Bestätigt, Sir.\n\nBackend ist sauber hochgefahren:\n\n- **Prozess:** `proc_0338e52efb33`\n- **Service:** `uvicorn jarvis_finance.api.main:app`\n- **Host/Port:** `0.0.0.0:8000`\n- **Runtime:** `~/jarvis_runtime/finance-system`\n- **Status:** `Application startup complete`\n\nKurz: API steht. Keine Aktion nötig.",
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              "text": "Bestätigt, Sir.\n\nBackend ist sauber hochgefahren:\n\n- **Prozess:** `proc_0338e52efb33`\n- **Service:** `uvicorn jarvis_finance.api.main:app`\n- **Host/Port:** `0.0.0.0:8000`\n- **Runtime:** `~/jarvis_runtime/finance-system`\n- **Status:** `Application startup complete`\n\nKurz: API steht. Keine Aktion nötig."
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      "content": "[M G] Budget UX Foundation v3 ist akzeptiert.\n\nEs gibt zwei wichtige Anpassungen:\n\n1. Die Budget-Importfunktion soll künftig über Datei-Upload im Dashboard laufen, nicht über Google-Drive-Scan als primären User-Workflow.\n2. Die Dashboard-Zahlen zu Import-Kandidaten sind widersprüchlich und verwirrend:\n\n   * Budget Monthly Import zeigt:\n\n     * Offene Kandidaten: 2977\n     * Ready for Confirm: 58\n     * Needs Review: 2518\n     * Regelvorschläge: 0\n   * Buchungen prüfen zeigt:\n\n     * Offen total: 647\n     * Auto: 140\n     * Review nötig: 507\n     * Galaxus: 34\n     * Migros: 0\n     * Unklar: 123\n     * Duplikate: 49\n\nBitte starte einen gezielten:\n\n# Budget Import Upload UX & Candidate Count Consistency Sprint\n\nZiel:\nBudget-Imports sollen im User-Dashboard über Datei-Upload funktionieren. Zusätzlich sollen alle Import-/Review-Zahlen konsistent, verständlich und nachvollziehbar sein. Es darf nicht zwei widersprüchliche Wahrheiten im Dashboard geben.\n\nWichtig:\n\n* Keine neuen Importquellen.\n* Nur bestehende Profile verwenden:\n\n  * VISA\n  * Migros\n  * Raiffeisen\n  * AKB\n* Kein Google-Drive-Scan als primärer User-Workflow.\n* Google Drive darf höchstens Admin/Fallback bleiben.\n* Keine Runtime-DB ins Git.\n* Keine echten CSV-Dateien ins Git.\n* Keine echten Beträge im Chat.\n* Keine produktive Buchung beim Upload.\n* Upload erzeugt nur Dry Run / Kandidaten / Review.\n* Confirm bleibt explizit.\n* Preview → Confirm → Audit bleibt Pflicht.\n\n## 1. Import-Workflow fachlich neu definieren\n\nBitte User-Workflow ändern auf:\n\n1. Datei hochladen\n2. Importprofil automatisch erkennen oder manuell wählen\n3. Dry Run anzeigen\n4. neue Kandidaten erzeugen\n5. Duplikate / bereits verarbeitet erkennen\n6. Review öffnen\n7. Confirm nur nach User-Aktion\n\nUnterstützte Upload-Typen:\n\n* VISA CSV\n* Migros CSV\n* Raiffeisen CSV\n* AKB CSV\n\nNicht in diesem Sprint:\n\n* Excel-Budgettool\n* Portfolio-Import\n* OCR/Kamera\n* Google-Drive-Automatik\n* automatische Massenbuchung\n\n## 2. Neue User-Seite: Budget Import\n\nBitte eine klare Seite bauen oder bestehende Importseite ersetzen:\n\nRoute-Vorschlag:\n\n/planning/budget/import\n\nName im Menü:\n\nImport\n\noder unter Transaktionen:\n\nDatei importieren\n\nInhalt:\n\n### Upload-Bereich\n\n* Datei auswählen\n* Profil automatisch erkennen\n* Profil manuell wählen:\n\n  * VISA\n  * Migros\n  * Raiffeisen\n  * AKB\n* Button: Dry Run starten\n* Button: Kandidaten erzeugen, erst nach Dry Run\n\n### Dry-Run Ergebnis\n\nNur aggregiert:\n\n* Datei erkannt\n* Profil erkannt\n* Zeitraum\n* Zeilen total\n* neue Kandidaten\n* bereits verarbeitet\n* mögliche Duplikate\n* sichere Duplikate\n* Fehlerhafte Zeilen\n* Transfer-Kandidaten\n* Income-Kandidaten\n* Expense-Kandidaten\n* covered_by_source\n* keine Beträge im Bericht\n\n### Nach Kandidaten-Erzeugung\n\n* Button: Zu Buchungen prüfen\n* Filter direkt setzen auf:\n\n  * Quelle\n  * Import-Session\n  * Jahr\n  * Status offen\n\n## 3. Google-Drive-Scan aus User-Dashboard entfernen/degradieren\n\nDer aktuelle Text „Google-Drive-CSV Workflow“ irritiert.\n\nBitte im User Mode entfernen oder umbenennen:\n\nNicht mehr prominent:\n\nBudget Monthly Import\nGoogle-Drive-CSV Workflow: Scan → Dry Run → Kandidaten → Review → Confirm → Audit\n\nStattdessen:\n\nBudget Import\nDatei hochladen → Dry Run → Kandidaten prüfen → Confirm\n\nGoogle Drive Scan darf bleiben als:\n\n* Admin/Debug\n* Entwickler-Fallback\n* optionaler Import-Source\n* aber nicht als normaler User-Hauptworkflow\n\n## 4. Candidate Counts konsistent machen\n\nBitte Ursache der unterschiedlichen Zahlen analysieren.\n\nVermutung:\n\n* Budget Monthly Import zählt andere Status/Jahre/Legacy-Kandidaten als Buchungen prüfen.\n* Eventuell werden superseded, ignored, duplicate, covered_by_source, alte Google-Drive-Kandidaten oder 2025/Legacy-Kandidaten mitgezählt.\n\nBitte definieren:\n\n### User-relevante offene Kandidaten\n\nDiese zählen in User-Dashboard:\n\n* pending\n* auto_categorized\n* needs_review\n* duplicate_candidate, aber nur im Duplikat-Tab\n* transfer_candidate\n* possible_income\n* income_candidate\n\nNicht in normale offene Zählung:\n\n* confirmed\n* ignored\n* superseded\n* auto_ignored_duplicate\n* covered_by_source\n*\ne\n* archived_reference\n* reference_2025\n* already_processed\n* import line items\n* technische Detailzeilen\n\n### Dashboard-KPIs\n\nBitte künftig dieselbe Zähl-Logik verwenden für:\n\n* Budget Übersicht\n* Budget Import\n* Buchungen prüfen\n* Command Center\n* Data Quality Hinweise\n\n## 5. Zählungen erklärbar machen\n\nBitte im UI bei den Zahlen einen kleinen Tooltip/Hilfe-Text anzeigen:\n\nBeispiel:\n\nOffen total\n= Kandidaten, die noch eine User-Entscheidung benötigen.\n\nReview nötig\n= Kandidaten ohne sichere Kategorie oder mit unklarem Typ.\n\nDuplikate\n= mögliche Duplikate, separat prüfbar, nicht normal confirmbar.\n\nCovered by Source\n= z.B. Migros-Kreditkarte, wird durch Migros-CSV abgedeckt und zählt nicht als Ausgabe.\n\nBereits verarbeitet\n= wurde schon bestätigt, ignoriert oder durch Fingerprint erkannt.\n\n## 6. Alte/Legacy-Kandidaten bereinigen oder ausblenden\n\nBitte prüfen:\n\n* Gibt es alte Google-Drive-/Budget-Monthly-/Legacy-Kandidaten?\n* Gibt es 2025-Kandidaten in 2026-Views?\n* Gibt es superseded Migros-Artikel-Kandidaten?\n* Gibt es already_processed-Kandidaten in User-Zahlen?\n\nFalls ja:\n\n* nicht löschen ohne Notwendigkeit\n* aber aus User-KPIs ausblenden\n* Admin/Debug Anzeige optional\n* Data cleanup nur mit Preview\n\n## 7. Upload-Import technisch sauber machen\n\nBitte Backend-Endpunkte prüfen/ergänzen:\n\n* POST /api/budget/import/upload/preview\n* POST /api/budget/import/upload/confirm-candidates\n* GET /api/budget/import/sessions\n* GET /api/budget/import/sessions/{id}\n* GET /api/budget/transaction-candidates?import_session_id=...\n\nOder bestehende Endpunkte nutzen, aber User-Workflow muss klar sein.\n\nWichtig:\n\n* Datei temporär in Runtime speichern, nicht Repo\n* Source hash bilden\n* Import Session schreiben\n* Datei nach Import optional in Runtime Import Archive\n* keine echten CSVs im Git\n* idempotent\n* gleiche Datei erneut → keine neuen Kandidaten\n\n## 8. Upload-Safety\n\nBitte absichern:\n\n* max Dateigröße\n* nur CSV\n* bekannte Encodings\n* Fehler bei unbekanntem Profil verständlich\n* keine Dateinamen mit Secrets loggen\n* keine Rohzeilen im Chat/Report\n* keine Beträge im Abschlussbericht\n\n## 9. Buchungen prüfen mit Import-Session Filter\n\nNach Upload soll ich direkt sehen:\n\n* nur Kandidaten aus diesem Import\n* Quelle\n* Profil\n* Status\n* Anzahl neue\n* Anzahl Duplikate\n* Anzahl reviewpflichtig\n\nBitte Link bauen:\n\nBuchungen prüfen öffnen\n\nmit Query-Filtern:\n\n* import_session_id\n* source_type\n* year\n* status=open\n\n## 10. Tests\n\nBitte Tests ergänzen für:\n\n### Upload Workflow\n\n* VISA CSV Upload Preview\n* Migros CSV Upload Preview\n* Raiffeisen CSV Upload Preview\n* AKB CSV Upload Preview\n* unbekanntes CSV liefert verständlichen Fehler\n* gleicher Upload zweimal erzeugt keine Duplikate\n\n### Candidate Counts\n\n* User-open-count schließt confirmed/ignored/superseded/covered_by_source aus\n* Buchungen prüfen und Budget Import zeigen gleiche offene Count-Logik\n* Duplikate zählen separat\n* 2025 nicht in 2026\n\n### UI\n\n* Upload-Seite rendert\n* Dry Run zeigt aggregierte Zahlen\n* Kandidaten erzeugen Button\n* Link zu Buchungen prüfen mit Import-Session Filter\n* Google Drive Workflow nicht im User Mode prominent\n\n### Safety\n\n* keine CSV ins Git\n* keine Runtime-DB ins Git\n* Git-Safety sauber\n\n## 11. 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\n  * Budget Import\n  * Buchungen prüfen\n  * Budget Übersicht\n  * Command Center\n* git diff --check\n* Commit\n* Push\n\n## 12. Abschlussbericht\n\nBitte berichten:\n\n* Datei-Upload Workflow umgesetzt: ja/nein\n* Google-Drive-Workflow aus User Mode entfernt/degradiert: ja/nein\n* Candidate Count Ursache analysiert: ja/nein\n* Zähllogik vereinheitlicht: ja/nein\n* Budget Monthly Import Zahlen korrigiert/entfernt: ja/nein\n* Buchungen prüfen Zahlen konsistent: ja/nein\n* Import-Session Filter umgesetzt: ja/nein\n* Idempotenz bei Upload: ja/nein\n* Tests\n* Build\n* Git-Safety\n* Commit-Hash\n* Push-Status\n* offene Grenzen\n\nWichtig:\nZiel ist nicht neue Importlogik, sondern ein sauberer User-Workflow: Datei hochl\naden, Dry Run sehen, Kandidaten prüfen, bestätigen."
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          "type": "function",
          "function": {
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            "arguments": "{\"path\": \"/home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_import_upload_ux_v1.py\", \"content\": \"from __future__ import annotations\\n\\nfrom jarvis_finance.services.budget_accounts import confirm_create_budget_account\\nfrom jarvis_finance.services.budget_categories import confirm_create_category\\nfrom...[truncated]\"}"
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    },
    {
      "role": "tool",
      "name": "write_file",
      "content": "[write_file] wrote to /home/agent/.hermes/repos/FinanceManager/tests/unit/test_budget_import_upload_ux_v1.py (122 lines)",
      "tool_call_id": "call_zsDvKH709GOGkdEgiNZmT4eS"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
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          "id": "call_sqkJ1MnVEnz6EBHNFVk8GVTj",
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          "type": "function",
          "function": {
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            "arguments": "{\"command\":\"source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src pytest tests/unit/test_budget_import_upload_ux_v1.py -q\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
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    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "[terminal] ran `source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src py...` -> exit 2, 1 lines output",
      "tool_call_id": "call_sqkJ1MnVEnz6EBHNFVk8GVTj"
    },
    {
      "role": "assistant",
      "content": "RED bestätigt: Upload-Service/Import-Session-Filter existiert noch nicht. Ich implementiere jetzt minimal-grün und ziehe die Count-Policy zentral.",
      "reasoning": "**Checking implementation status**\n\nI need to implement and route this properly. I should check the migration schema status to see if it includes the already_processed aspect. That makes me wonder if the table itself will have a CHECK to ensure its status. I think I'll read more about the schema details to make sure everything is aligned properly. It's important to have clarity before proceeding!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Checking implementation status**\n\nI need to implement and route this properly. I should check the migration schema status to see if it includes the already_processed aspect. That makes me wonder if the table itself will have a CHECK to ensure its status. I think I'll read more about the schema details to make sure everything is aligned properly. It's important to have clarity before proceeding!",
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          "content": [
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              "text": "RED bestätigt: Upload-Service/Import-Session-Filter existiert noch nicht. Ich implementiere jetzt minimal-grün und ziehe die Count-Policy zentral."
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      "role": "assistant",
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      "reasoning": "**Evaluating file upload safety**\n\nI'm considering how to label file uploads to avoid logging any sensitive filenames. If a filename has secrets, I want to ensure those aren't logged in the database. A better approach might be to sanitize filenames for display. I could use a safe version like `uploaded.csv`, but still need a way to retain user access to the file. I think I should derive periods from the rows and create a mapping for profile aliases like VISA.\n**Clarifying user statuses**\n\nI'm defining statuses like USER_OPEN_NORMAL, which includes options like pending, auto_categorized, needs_review, transfer_candidate, and possible_income. The income_candidate status is rare and separate from duplicate candidates. I want to make sure that total counts exclude duplicates. The user specified that duplicate candidates only appear in a specific tab called \"Duplikat-Tab,\" not in the normal open candidates. It seems \"User-relevant\" open candidates can include some duplicates, but only in that designated tab.",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Evaluating file upload safety**\n\nI'm considering how to label file uploads to avoid logging any sensitive filenames. If a filename has secrets, I want to ensure those aren't logged in the database. A better approach might be to sanitize filenames for display. I could use a safe version like `uploaded.csv`, but still need a way to retain user access to the file. I think I should derive periods from the rows and create a mapping for profile aliases like VISA.\n**Clarifying user statuses**\n\nI'm defining statuses like USER_OPEN_NORMAL, which includes options like pending, auto_categorized, needs_review, transfer_candidate, and possible_income. The income_candidate status is rare and separate from duplicate candidates. I want to make sure that total counts exclude duplicates. The user specified that duplicate candidates only appear in a specific tab called \"Duplikat-Tab,\" not in the normal open candidates. It seems \"User-relevant\" open candidates can include some duplicates, but only in that designated tab.",
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            {
              "type": "summary_text",
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      "reasoning": "**Updating test procedures**\n\nI’m realizing that the test didn’t fail due to the substring issue. I need to update my to-do list to focus on the existing monthly tests, as they might be failing for specific reasons. It’s important for me to run these tests thoroughly to identify any potential problems. I’m making sure to keep my focus on this so that everything runs smoothly moving forward!",
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      "reasoning_content": "**Planning build process**\n\nI need to type check the build first, and maybe I should also check the routing later on. It feels like running all the tests would be a smart move, but I've got to address any potential compile issues beforehand. Using \"npm run build\" seems like the right way to get started. I want to make sure everything is in order to avoid any headaches later!",
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      "content": "Full Backend fand eine legitime Regression: Default-Review-Liste soll Duplikate weiterhin sichtbar machen; nur `status=open`/KPIs zählen sie separat. Ich korrigiere das.",
      "reasoning": "**Fixing list issues**\n\nIt looks like there's a problem with how the list handles duplicates. The default setting is excluding them, but the existing setup needs duplicates included. The user points out that the open count isn't normal; perhaps we should list all new entries while allowing duplicates. I think we need to revert the default to include duplicates instead. So, I’ll patch the status to ensure it accommodates our user’s requirements properly.",
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              "text": "Full Backend fand eine legitime Regression: Default-Review-Liste soll Duplikate weiterhin sichtbar machen; nur `status=open`/KPIs zählen sie separat. Ich korrigiere das."
            }
          ],
          "id": "msg_031b0376e265253d016a0ca80d7ebc81919e696b508a07f5df",
          "phase": "commentary"
        }
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    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \".....                                                                    [100%]\\n5 passed in 0.49s\", \"exit_code\": 0, \"error\": null}",
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          "type": "function",
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    {
      "role": "tool",
      "name": "terminal",
      "content": "[terminal] ran `source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src py...` -> exit 1, 3 lines output",
      "tool_call_id": "call_4dv1pr78fZxMjWgVmBStNds5"
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    {
      "role": "assistant",
      "content": "Zweite Regression klärt die Semantik: `duplicate` aus Legacy bleibt sichtbar, `duplicate_candidate` wird aus Default-Liste ausgeblendet. Ich setze exakt diese Trennung.",
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              "type": "output_text",
              "text": "Zweite Regression klärt die Semantik: `duplicate` aus Legacy bleibt sichtbar, `duplicate_candidate` wird aus Default-Liste ausgeblendet. Ich setze exakt diese Trennung."
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          ],
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            "arguments": "{\"new_string\": \"    elif not include_reference and not tab:\\n        clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','duplicate_candidate','superse...[truncated]\", \"old_string\": \"    elif not include_reference and not tab:\\n        clauses.append(\\\"status NOT IN ('confirmed','ignored','covered_by_migros','covered_by_source','auto_ignored_duplicate','superseded','reference_2025',...[truncated]\", \"path\": \"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py\"}"
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      "content": "[patch] replace in /home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/budget_imports.py (1,073 chars result)",
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    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"......                                                                   [100%]\\n6 passed in 0.58s\", \"exit_code\": 0, \"error\": null}",
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    {
      "role": "tool",
      "name": "terminal",
      "content": "[terminal] ran `source ~/jarvis_runtime/finance-system/venv/bin/activate && PYTHONPATH=src py...` -> exit 0, 1 lines output",
      "tool_call_id": "call_YGPCxBAYNsfauRLMNpvR0cYr"
    },
    {
      "role": "assistant",
      "content": "Backend Full Suite ist grün: `508 passed`. Ich lasse jetzt komplette Frontend Tests + Build laufen.",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "codex_message_items": [
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          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Backend Full Suite ist grün: `508 passed`. Ich lasse jetzt komplette Frontend Tests + Build laufen."
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          ],
          "id": "msg_031b0376e265253d016a0ca8e1ed608191aa3af0c39e71d2e5",
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            "name": "terminal",
            "arguments": "{\"command\":\"npm test -- --run && npm run build\",\"timeout\":300,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager/frontend\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "[terminal] ran `npm test -- --run && npm run build` -> exit 0, 1 lines output",
      "tool_call_id": "call_fFPgBd9Myd8tiqTRR8lypUgO"
    },
    {
      "role": "assistant",
      "content": "Frontend Full Suite ist grün: `103 passed`, Build OK. Jetzt Safety/Scans/Git-Diff.",
      "reasoning": "**Checking script status**\n\nI need to gather scans, starting with using git status, then checking for differences with a diff command. After that, I'll perform a secret scan to make sure everything is secure. I wonder if I need to know specifically which scripts I should be focusing on or searching for. It's important to clarify that to avoid missing any critical details! Let’s get started on running those commands.",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Checking script status**\n\nI need to gather scans, starting with using git status, then checking for differences with a diff command. After that, I'll perform a secret scan to make sure everything is secure. I wonder if I need to know specifically which scripts I should be focusing on or searching for. It's important to clarify that to avoid missing any critical details! Let’s get started on running those commands.",
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              "text": "**Checking script status**\n\nI need to gather scans, starting with using git status, then checking for differences with a diff command. After that, I'll perform a secret scan to make sure everything is secure. I wonder if I need to know specifically which scripts I should be focusing on or searching for. It's important to clarify that to avoid missing any critical details! Let’s get started on running those commands."
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            {
              "type": "output_text",
              "text": "Frontend Full Suite ist grün: `103 passed`, Build OK. Jetzt Safety/Scans/Git-Diff."
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          ],
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    {
      "role": "tool",
      "name": "terminal",
      "content": "[terminal] ran `git diff --check && git status --short && git diff --stat` -> exit 0, 1 lines output",
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      "finish_reason": "tool_calls",
      "reasoning_content": "**Checking file status**\n\nI’m noticing that the diff stat didn’t include untracked files, which is puzzling. I should probably double-check that. I also plan to use Python regex for the secret scan to make sure it’s effective. And I need to ensure that there’s no CSV file involved because that could complicate things. Let’s stay focused on tracking this properly and confirming the untracked files aren’t being overlooked!",
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            "arguments": "{\"command\":\"python - <<'PY'\\nfrom pathlib import Path\\nimport re, subprocess, sys\\nroot=Path('.')\\ntracked=subprocess.check_output(['git','ls-files','--others','--modified','--exclude-standard'], text=True).splitlines()\\nsecret_patterns=[re.compile(r'github_pat_[A-Za-z0-9_]+'),re.compile(r'ghp_[A-Za-z0-9_]+'),re.compile(r'sk-[A-Za-z0-9]{20,}'),re.compile(r'AKIA[0-9A-Z]{16}'),re.compile(r'AIza[0-9A-Za-z_-]{35}')]\\nbad=[]\\nfor f in tracked:\\n    p=root/f\\n    if not p.is_file() or 'node_modules/' in f or 'dist/' in f: continue\\n    if p.suffix.lower() in {'.sqlite','.sqlite3','.db','.csv'}:\\n        bad.append((f,'forbidden runtime/data file type'))\\n        continue\\n    txt=p.read_text(errors='ignore')\\n    for pat in secret_patterns:\\n        if pat.search(txt): bad.append((f,pat.pattern))\\nprint('checked_files', len(tracked))\\nif bad:\\n    print('FAIL')\\n    for item in bad: print(item)\\n    sys.exit(1)\\nprint('OK')\\nPY\\npython - <<'PY'\\nfrom pathlib import Path\\nimport re, sys\\nbad=[]\\nfor p in Path('frontend/dist').rglob('*'):\\n    if p.is_file():\\n        txt=p.read_text(errors='ignore')\\n        if re.search(r'(github_pat_[A-Za-z0-9_]+|ghp_[A-Za-z0-9_]+|sk-[A-Za-z0-9]{20,}|AKIA[0-9A-Z]{16}|AIza[0-9A-Za-z_-]{35})', txt): bad.append(str(p))\\nprint('frontend_dist_secret_scan', 'OK' if not bad else 'FAIL')\\nif bad:\\n    print('\\\\n'.join(bad)); sys.exit(1)\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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              "text": "Safety/Scans sauber. Ich starte Services aus aktuellem Working Tree neu und mache API-/Browser-Sanity für Import, Review, Übersicht, Command Center."
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            "arguments": "{\"command\":\"set -e\\nif [ -f ~/jarvis_runtime/finance-system/logs/finance_backend.pid ]; then kill $(cat ~/jarvis_runtime/finance-system/logs/finance_backend.pid) 2>/dev/null || true; fi\\nif [ -f ~/jarvis_runtime/finance-system/logs/finance_frontend.pid ]; then kill $(cat ~/jarvis_runtime/finance-system/logs/finance_frontend.pid) 2>/dev/null || true; fi\\nmkdir -p ~/jarvis_runtime/finance-system/logs\\nsource ~/jarvis_runtime/finance-system/venv/bin/activate\\nexport JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system\\nunset JARVIS_FINANCE_DB_PATH\\nPYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000 > ~/jarvis_runtime/finance-system/logs/finance_backend.log 2>&1 & echo $! > ~/jarvis_runtime/finance-system/logs/finance_backend.pid\\ncd frontend\\nnpm run dev -- --host 0.0.0.0 > ~/jarvis_runtime/finance-system/logs/finance_frontend.log 2>&1 & echo $! > ~/jarvis_runtime/finance-system/logs/finance_frontend.pid\\nsleep 5\\nprintf 'backend_pid='; cat ~/jarvis_runtime/finance-system/logs/finance_backend.pid\\nprintf 'frontend_pid='; cat ~/jarvis_runtime/finance-system/logs/finance_frontend.pid\\ncurl -s -o /tmp/health.out -w '%{http_code}' http://127.0.0.1:8000/api/health\\nprintf '\\\\n'\\ncurl -s -o /tmp/frontend.out -w '%{http_code}' http://127.0.0.1:5173/planning/budget/import\\nprintf '\\\\n'\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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      "reasoning": "**Finding process for port occupation**\n\nI see it’s necessary to figure out the process occupying the old port. My thought is to use the terminal command `ss`. This tool can help me identify which process is holding up the port. I wonder if I need any specific flags or options with `ss` to get the details I want. I’ll look into it, making sure to get accurate information for the task at hand!",
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      "reasoning_content": "**Finding process for port occupation**\n\nI see it’s necessary to figure out the process occupying the old port. My thought is to use the terminal command `ss`. This tool can help me identify which process is holding up the port. I wonder if I need any specific flags or options with `ss` to get the details I want. I’ll look into it, making sure to get accurate information for the task at hand!",
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            {
              "type": "summary_text",
              "text": "**Finding process for port occupation**\n\nI see it’s necessary to figure out the process occupying the old port. My thought is to use the terminal command `ss`. This tool can help me identify which process is holding up the port. I wonder if I need any specific flags or options with `ss` to get the details I want. I’ll look into it, making sure to get accurate information for the task at hand!"
            }
          ]
        }
      ],
      "codex_message_items": [
        {
          "type": "message",
          "role": "assistant",
          "status": "completed",
          "content": [
            {
              "type": "output_text",
              "text": "Backend-Port war bereits belegt — alte Instanz läuft noch. Ich prüfe den belegenden Prozess und starte nur Frontend/Health gegen die aktive API."
            }
          ],
          "id": "msg_031b0376e265253d016a0ca944fcb48191968f64df6036c02d",
          "phase": "commentary"
        }
      ],
      "tool_calls": [
        {
          "id": "call_6VBk2qIVrZu5AeVJTT5osB6y",
          "call_id": "call_6VBk2qIVrZu5AeVJTT5osB6y",
          "response_item_id": "fc_031b0376e265253d016a0ca94516388191981ea777eb8eb6aa",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"ss -ltnp | grep ':8000' || true\\nss -ltnp | grep ':5173' || true\\ncurl -s -o /tmp/health.out -w '%{http_code}' http://127.0.0.1:8000/api/health && printf '\\\\n'\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"LISTEN 0      2048                      0.0.0.0:8000       0.0.0.0:*    users:((\\\"uvicorn\\\",pid=673549,fd=6))\\nLISTEN 0      511                       0.0.0.0:5173       0.0.0.0:*    users:((\\\"node\\\",pid=673585,fd=21))  \\n200\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_6VBk2qIVrZu5AeVJTT5osB6y"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Addressing service issues**\n\nI’m noticing that there's an old service that isn’t current anymore. This likely means I need to take action! It seems like I’ll have to kill the process IDs (pids) associated with that outdated service. I want to ensure everything runs smoothly, so I should check which pids are active and then make those changes. It’s important to keep everything up to date! Let's do this.",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Addressing service issues**\n\nI’m noticing that there's an old service that isn’t current anymore. This likely means I need to take action! It seems like I’ll have to kill the process IDs (pids) associated with that outdated service. I want to ensure everything runs smoothly, so I should check which pids are active and then make those changes. It’s important to keep everything up to date! Let's do this.",
      "codex_reasoning_items": [
        {
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          "id": "rs_031b0376e265253d016a0ca94b263481918fb8ec46e432e969",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Addressing service issues**\n\nI’m noticing that there's an old service that isn’t current anymore. This likely means I need to take action! It seems like I’ll have to kill the process IDs (pids) associated with that outdated service. I want to ensure everything runs smoothly, so I should check which pids are active and then make those changes. It’s important to keep everything up to date! Let's do this."
            }
          ]
        }
      ],
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        {
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          "call_id": "call_r4PWD6uim8KHhdi6VHba9GpZ",
          "response_item_id": "fc_031b0376e265253d016a0ca94ed9a481919b5483db1f5af3c6",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"kill 673549 673585 2>/dev/null || true\\nsleep 2\\nss -ltnp | grep -E ':(8000|5173)' || true\",\"timeout\":60,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_r4PWD6uim8KHhdi6VHba9GpZ"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_BeL3zXuJeQECs2dhwq7fW4KN",
          "call_id": "call_BeL3zXuJeQECs2dhwq7fW4KN",
          "response_item_id": "fc_031b0376e265253d016a0ca957006c81918b3dadd4c4a8eae3",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"background\":true,\"command\":\"source ~/jarvis_runtime/finance-system/venv/bin/activate\\nexport JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system\\nunset JARVIS_FINANCE_DB_PATH\\nPYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000\",\"watch_patterns\":[\"Application startup complete\"],\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"Background process started\", \"session_id\": \"proc_d72727431f62\", \"pid\": 678317, \"exit_code\": 0, \"error\": null, \"watch_patterns\": [\"Application startup complete\"]}",
      "tool_call_id": "call_BeL3zXuJeQECs2dhwq7fW4KN"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_hBNfZ358RHvUIWY0pKEtCDav",
          "call_id": "call_hBNfZ358RHvUIWY0pKEtCDav",
          "response_item_id": "fc_031b0376e265253d016a0ca95df90c819192654ef12456d91c",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"background\":true,\"command\":\"npm run dev -- --host 0.0.0.0\",\"watch_patterns\":[\"Local:\"],\"workdir\":\"/home/agent/.hermes/repos/FinanceManager/frontend\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"Background process started\", \"session_id\": \"proc_8ad2ae803316\", \"pid\": 678330, \"exit_code\": 0, \"error\": null, \"watch_patterns\": [\"Local:\"]}",
      "tool_call_id": "call_hBNfZ358RHvUIWY0pKEtCDav"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_nkpEsoaa9MmpMr5iYbStv6xM",
          "call_id": "call_nkpEsoaa9MmpMr5iYbStv6xM",
          "response_item_id": "fc_031b0376e265253d016a0ca9626d0c8191be7c4cbefe5172c1",
          "type": "function",
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            "name": "process",
            "arguments": "{\"action\":\"wait\",\"session_id\":\"proc_d72727431f62\",\"timeout\":5}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "process",
      "content": "{\"status\": \"timeout\", \"output\": \"\", \"timeout_note\": \"Waited 5s, process still running\"}",
      "tool_call_id": "call_nkpEsoaa9MmpMr5iYbStv6xM"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_jVpX9R5vdlwZNmSufApesqW8",
          "call_id": "call_jVpX9R5vdlwZNmSufApesqW8",
          "response_item_id": "fc_031b0376e265253d016a0ca96d88cc8191a2fa815583796497",
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            "arguments": "{\"action\":\"poll\",\"session_id\":\"proc_d72727431f62\"}"
          }
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      ]
    },
    {
      "role": "tool",
      "name": "process",
      "content": "{\"session_id\": \"proc_d72727431f62\", \"command\": \"source ~/jarvis_runtime/finance-system/venv/bin/activate\\nexport JARVIS_FINANCE_RUNTIME_DIR=~/jarvis_runtime/finance-system\\nunset JARVIS_FINANCE_DB_PATH\\nPYTHONPATH=src uvicorn jarvis_finance.api.main:app --host 0.0.0.0 --port 8000\", \"status\": \"running\", \"pid\": 678317, \"uptime_seconds\": 21, \"output_preview\": \"\"}",
      "tool_call_id": "call_jVpX9R5vdlwZNmSufApesqW8"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "tool_calls": [
        {
          "id": "call_GHerDBxnhWL97BY6A8T1ZaGf",
          "call_id": "call_GHerDBxnhWL97BY6A8T1ZaGf",
          "response_item_id": "fc_031b0376e265253d016a0ca971e11881919b98faa155f956fb",
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            "name": "process",
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    {
      "role": "tool",
      "name": "process",
      "content": "{\"session_id\": \"proc_8ad2ae803316\", \"command\": \"npm run dev -- --host 0.0.0.0\", \"status\": \"running\", \"pid\": 678330, \"uptime_seconds\": 22, \"output_preview\": \"\"}",
      "tool_call_id": "call_GHerDBxnhWL97BY6A8T1ZaGf"
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      "role": "assistant",
      "content": "",
      "reasoning": null,
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        }
      ],
      "tool_calls": [
        {
          "id": "call_Olpw647mzNDEDEku9wV5hUut",
          "call_id": "call_Olpw647mzNDEDEku9wV5hUut",
          "response_item_id": "fc_031b0376e265253d016a0ca978aaf88191b926e4d570bac06e",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"set -e\\nprintf 'backend='; curl -s -o /tmp/health.out -w '%{http_code}' http://127.0.0.1:8000/api/health; printf '\\\\n'\\nprintf 'frontend_local='; curl -s -o /tmp/frontend.out -w '%{http_code}' http://127.0.0.1:5173/planning/budget/import; printf '\\\\n'\\nprintf 'frontend_tailscale='; curl -s -o /tmp/frontend_ts.out -w '%{http_code}' http://100.85.29.67:5173/planning/budget/import; printf '\\\\n'\\npython - <<'PY'\\nimport requests\\nbase='http://127.0.0.1:8000'\\nendpoints=[\\n'/api/budget/monthly-import/dashboard?budget_year=2026',\\n'/api/budget/transaction-candidates/summary?budget_year=2026',\\n'/api/budget/transaction-candidates?status=open&budget_year=2026',\\n'/api/budget/import/sessions',\\n]\\nfor ep in endpoints:\\n    r=requests.get(base+ep,timeout=10)\\n    print(ep, r.status_code)\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"backend=200\\nfrontend_local=200\\nfrontend_tailscale=200\\n/api/budget/monthly-import/dashboard?budget_year=2026 200\\n/api/budget/transaction-candidates/summary?budget_year=2026 200\\n/api/budget/transaction-candidates?status=open&budget_year=2026 200\\n/api/budget/import/sessions 200\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_Olpw647mzNDEDEku9wV5hUut"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Clarifying API Uploads**\n\nI need to ensure the API upload is properly set up with synthetic data, even if no amounts are specified. Right now, it seems to be using an amount but not reporting it as expected. I think the tool output should include totals, but only if that command is set to print the selected values. Let’s make sure to get this right and adjust accordingly!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Clarifying API Uploads**\n\nI need to ensure the API upload is properly set up with synthetic data, even if no amounts are specified. Right now, it seems to be using an amount but not reporting it as expected. I think the tool output should include totals, but only if that command is set to print the selected values. Let’s make sure to get this right and adjust accordingly!",
      "codex_reasoning_items": [
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          "id": "rs_031b0376e265253d016a0ca98102d08191bec72e787dbfaf2d",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Clarifying API Uploads**\n\nI need to ensure the API upload is properly set up with synthetic data, even if no amounts are specified. Right now, it seems to be using an amount but not reporting it as expected. I think the tool output should include totals, but only if that command is set to print the selected values. Let’s make sure to get this right and adjust accordingly!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_ZAjljKPoHTQayCTJCXrkgX8Q",
          "call_id": "call_ZAjljKPoHTQayCTJCXrkgX8Q",
          "response_item_id": "fc_031b0376e265253d016a0ca983a6548191ae1377aa781a0a1d",
          "type": "function",
          "function": {
            "name": "terminal",
            "arguments": "{\"command\":\"python - <<'PY'\\nimport requests\\nbase='http://127.0.0.1:8000'\\npayload={'filename':'visa_sanity.csv','profile':'auto','csv_text':'TransactionId,CardId,Date,Amount,Currency,MerchantName,Details\\\\nSANITY1,C1,2026-05-01,-10.00,CHF,Sanity Merchant,Test\\\\n'}\\nr=requests.post(base+'/api/budget/import/upload/preview',json=payload,timeout=10)\\nprint('preview_status', r.status_code)\\ndata=r.json()\\nprint('preview', {'status':data.get('status'),'profile':data.get('profile'),'totals':data.get('totals'),'has_preview_id': bool(data.get('preview_id'))})\\nif data.get('preview_id'):\\n    c=requests.post(base+'/api/budget/import/upload/confirm-candidates',json={'preview_id':data['preview_id']},timeout=10)\\n    print('confirm_status', c.status_code)\\n    out=c.json()\\n    print('confirm', {'status':out.get('status'),'totals':out.get('totals'),'review_url_has_session':'import_session_id=' in out.get('review_url','')})\\nPY\",\"timeout\":120,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "terminal",
      "content": "{\"output\": \"preview_status 200\\npreview {'status': 'dry_run', 'profile': 'visa_credit_card', 'totals': {'rows_total': 1, 'new_candidates': 1, 'already_processed': 0, 'possible_duplicates': 0, 'safe_duplicates': 0, 'error_rows': 0, 'transfer_candidates': 0, 'income_candidates': 0, 'expense_candidates': 1, 'covered_by_source': 0}, 'has_preview_id': True}\\nconfirm_status 200\\nconfirm {'status': 'candidates_created', 'totals': {'rows_total': 1, 'new_candidates': 1, 'already_processed': 0, 'possible_duplicates': 113, 'safe_duplicates': 0, 'error_rows': 0, 'transfer_candidates': 0, 'income_candidates': 0, 'expense_candidates': 1, 'covered_by_source': 0}, 'review_url_has_session': True}\", \"exit_code\": 0, \"error\": null}",
      "tool_call_id": "call_ZAjljKPoHTQayCTJCXrkgX8Q"
    },
    {
      "role": "assistant",
      "content": "API-Sanity für Upload war erfolgreich, hat aber — wie designed — einen synthetischen Kandidaten in der Runtime erzeugt. Ich entferne diesen Sanity-Kandidaten sofort wieder, damit die Runtime sauber bleibt.",
      "reasoning": null,
      "finish_reason": "tool_calls",
      "codex_reasoning_items": [
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          "role": "assistant",
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          "content": [
            {
              "type": "output_text",
              "text": "API-Sanity für Upload war erfolgreich, hat aber — wie designed — einen synthetischen Kandidaten in der Runtime erzeugt. Ich entferne diesen Sanity-Kandidaten sofort wieder, damit die Runtime sauber bleibt."
            }
          ],
          "id": "msg_031b0376e265253d016a0ca98ee41c8191843f784b7d62f510",
          "phase": "commentary"
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      ]
    },
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    {
      "role": "tool",
      "name": "browser_navigate",
      "content": "{\"success\": true, \"url\": \"http://100.85.29.67:5173/planning/budget/expenses/review?import_session_id=bimport_demo&source_type=visa_credit_card&year=2026&status=open\", \"title\": \"JARVIS Finance Dashboard\", \"snapshot\": \"- complementary\\n  - paragraph\\n    - StaticText \\\"JARVIS\\\"\\n  - heading \\\"Finance\\\" [level=1, ref=e1]\\n  - paragraph\\n    - StaticText \\\"PrimeVue Aura Light\\\"\\n  - navigation\\n    - StaticText \\\"Budget Übersicht Budget vs Ist Grocery Optimizer Reports Wallets Portfolio Crypto Equity\\\"\\n    - link \\\"Command Center\\\" [ref=e2]\\n    - link \\\"Portfolio\\\" [ref=e3]\\n    - link \\\"Crypto\\\" [ref=e4]\\n    - link \\\"Aktien & ETFs\\\" [ref=e5]\\n    - link \\\"Wallets\\\" [ref=e6]\\n    - link \\\"Position hinzufügen\\\" [ref=e7]\\n    - link \\\"Reports\\\" [ref=e8]\\n    - paragraph\\n    - link \\\"Budget Übersicht\\\" [ref=e9]\\n    - link \\\"Budgetstatus\\\" [ref=e10]\\n    - link \\\"Budgetplanung\\\" [ref=e11]\\n    - link \\\"Fixkosten & Abos\\\" [ref=e12]\\n    - link \\\"Budget vs Ist\\\" [ref=e13]\\n    - link \\\"Monatsbudget\\\" [ref=e14]\\n    - link \\\"Jahresbudget\\\" [ref=e15]\\n    - link \\\"Budgetpläne\\\" [ref=e16]\\n    - paragraph\\n    - link \\\"Datei importieren\\\" [ref=e17]\\n    - link \\\"Effektive Ausgaben\\\" [ref=e18]\\n    - link \\\"Effektive Einnahmen\\\" [ref=e19]\\n    - link \\\"Buchungen prüfen\\\" [ref=e20]\\n    - link \\\"Transfers\\\" [ref=e21]\\n    - paragraph\\n    - link \\\"Daten-Explorer\\\" [ref=e22]\\n    - link \\\"Migros Optimizer\\\" [ref=e23]\\n    - link \\\"Kategorieanalyse\\\" [ref=e24]\\n    - link \\\"Monatsvergleich\\\" [ref=e25]\\n    - paragraph\\n    - link \\\"Konten\\\" [ref=e26]\\n    - link \\\"Kategorien & Tags\\\" [ref=e27]\\n    - link \\\"Regeln\\\" [ref=e28]\\n    - link \\\"Excel übernehmen / Seed Review\\\" [ref=e29]\\n  - sectionfooter\\n    - paragraph\\n    - paragraph\\n    - paragraph\\n      - StaticText \\\"Schreibseiten: Preview/Confirm/Audit.\\\"\\n- main\\n  - sectionheader\\n    - paragraph\\n      - StaticText \\\"USER DASHBOARD\\\"\\n    - heading \\\"Buchungen prüfen\\\" [level=1, ref=e30]\\n    - paragraph\\n      - StaticText \\\"Lokale Finance-Ansicht · externe Provider nur per expliziter Aktion\\\"\\n    - button \\\"? 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Erst Confirm erzeugt eine Budgetbuchung; Transfers zählen nicht als Einnahmen/Ausgaben.\\\"\\n    - paragraph\\n      - StaticText \\\"OFFEN TOTAL\\\"\\n    - paragraph\\n      - StaticText \\\"0\\\"\\n    - paragraph\\n      - StaticText \\\"Kandidaten, die noch eine User-Entscheidung benötigen.\\\"\\n    - paragraph\\n      - StaticText \\\"AUTO\\\"\\n    - paragraph\\n      - StaticText \\\"0\\\"\\n    - paragraph\\n      - StaticText \\\"Sicher vorgeschlagene Kandidaten ohne Review-Pflicht.\\\"\\n    - paragraph\\n      - StaticText \\\"REVIEW NÖTIG\\\"\\n    - paragraph\\n      - StaticText \\\"0\\\"\\n    - paragraph\\n      - StaticText \\\"Kandidaten ohne sichere Kategorie oder mit unklarem Typ.\\\"\\n    - paragraph\\n      - StaticText \\\"GALAXUS\\\"\\n    - paragraph\\n      - StaticText \\\"0\\\"\\n    - paragraph\\n      - StaticText \\\"Galaxus/Digitec-Kandidaten zur separaten Prüfung.\\\"\\n    - paragraph\\n      - StaticText \\\"MIGROS\\\"\\n    - paragraph\\n      - StaticText \\\"0\\\"\\n    - paragraph\\n      - StaticText \\\"Migros-Kandidaten mit Detailprüfung.\\\"\\n    - paragraph\\n      - StaticText \\\"UNKLAR\\\"\\n    - paragraph\\n      - StaticText \\\"0\\\"\\n    - paragraph\\n      - StaticText \\\"Unklare Kandidaten ohne sichere Regel.\\\"\\n    - paragraph\\n      - StaticText \\\"DUPLIKATE\\\"\\n    - paragraph\\n      - StaticText \\\"0\\\"\\n    - paragraph\\n      - StaticText \\\"Mögliche Duplikate, separat prüfbar und nicht normal confirmbar.\\\"\\n    - generic\\n      - tablist\\n        - tab \\\"Alle neuen\\\" [selected, ref=e55]\\n        - tab \\\"Review nötig\\\" [ref=e56]\\n        - tab \\\"Auto-zugeordnet\\\" [ref=e57]\\n        - tab \\\"Einkommen\\\" [ref=e58]\\n        - tab \\\"Transfers\\\" [ref=e59]\\n        - tab \\\"Galaxus/Digitec\\\" [ref=e60]\\n        - tab \\\"Unklar\\\" [ref=e61]\\n        - tab \\\"Mögliche Duplikate\\\" [ref=e62]\\n        - tab \\\"Automatisch ignorierte Duplikate\\\" [ref=e63]\\n        - tab \\\"Covered by Source\\\" [ref=e64]\\n        - tab \\\"Migros\\\" [ref=e65]\\n        - tab \\\"VISA\\\" [ref=e66]\\n        - tab \\\"Raiffeisen\\\" [ref=e67]\\n        - tab \\\"AKB\\\" [ref=e68]\\n        - tab \\\"Geld Eingang\\\" [ref=e69]\\n        - tab \\\"Nicht Einkommen / Transfer\\\" [ref=e70]\\n        - tab \\\"Kreditkartenausgleich\\\" [ref=e71]\\n        - tab \\\"True Wealth / Investment Transfers\\\" [ref=e72]\\n        - tab \\\"Ignoriert / bereits verarbeitet\\\" [ref=e73]\\n      - button \\\"Next\\\" [ref=e33]\\n    - toolbar\\n      - generic [ref=e34] clickable [cursor:pointer]\\n        - combobox \\\"Confirm-Konto\\\" [expanded=false, ref=e47]\\n      - generic [ref=e35] clickable [cursor:pointer]\\n        - combobox \\\"Budgetjahr 2026\\\" [expanded=false, ref=e48]\\n      - generic [ref=e36] clickable [cursor:pointer]\\n        - combobox \\\"offen aus Link\\\" [expanded=false, ref=e49]\\n      - generic [ref=e37] clickable [cursor:pointer]\\n        - combobox \\\"Bulk-Kategorie\\\" [expanded=false, ref=e50]\\n      - textbox \\\"Händler\\\" [ref=e38]\\n      - textbox \\\"Quelle\\\" [ref=e39]: visa_credit_card\\n        - StaticText \\\"visa_credit_card\\\"\\n      - button \\\"Filtern\\\" [ref=e40]\\n        - StaticText \\\"\\\"\\n        - StaticText \\\"Filtern\\\"\\n      - button \\\"Bankeingänge neu klassifizieren\\\" [ref=e41]\\n        - StaticText \\\"\\\"\\n        - StaticText \\\"Bankeingänge neu klassifizieren\\\"\\n    - toolbar\\n      - StaticText \\\"Ausgewählt: 0\\\"\\n      - button \\\"Kategorie auf Auswahl anwenden\\\" [disabled, ref=e42]\\n        - StaticText \\\"Kategorie auf Auswahl anwenden\\\"\\n      - button \\\"Auswahl bestätigen\\\" [disabled, ref=e43]\\n        - StaticText \\\"Auswahl bestätigen\\\"\\n      - button \\\"Ignorieren\\\" [disabled, ref=e44]\\n        - StaticText \\\"Ignorieren\\\"\\n      - button \\\"Wieder öffnen\\\" [disabled, ref=e45]\\n        - StaticText \\\"Wieder öffnen\\\"\\n      - button \\\"Transfer\\\" [disabled, ref=e46]\\n        - StaticText \\\"Transfer\\\"\\n    - generic\\n      - table\\n        - rowgroup\\n          - row\\n            - columnheader\\n              - checkbox [checked=false, ref=e85]\\n            - columnheader \\\"DATUM\\\" [ref=e74] clickable [cursor:pointer, tabindex]\\n            - columnheader \\\"QUELLE\\\" [ref=e75]\\n            - columnheader \\\"HÄNDLER/BESCHREIBUNG\\\" [ref=e76]\\n            - columnheader \\\"BETRAG\\\" [ref=e77]\\n            - columnheader \\\"KATEGORIE\\\" [ref=e78]\\n            - columnheader \\\"TYP\\\" [ref=e79]\\n            - columnheader \\\"CONFIDENCE\\\" [ref=e80]\\n            - columnheader \\\"GRUND / GELDFLUSS\\\" [ref=e81]\\n            - columnheader \\\"STATUS\\\" [ref=e82]\\n            - columnheader \\\"AKTIONEN\\\" [ref=e83]\\n        - rowgroup\\n          - row\\n            - cell \\\"Keine Kandidaten.\\\" [ref=e84]\\n      - navigation\\n        - button \\\"First Page\\\" [disabled, ref=e51]\\n        - 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      "content": "Browser-Sanity ist technisch grün, aber Command Center zeigt noch alte Importzählung (`Neue Kandidaten geprüft 2828`) aus einer separaten Datenquelle. Das verletzt den Sprintkern. Ich gleiche Command-Center-Importstatus ebenfalls auf die neue User-Count-Policy an.",
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              "text": "**Checking command center counts**\n\nI see the command center is still showing inconsistent counts, like 2828? It seems the user wants the numbers from the command center to match, but we haven’t updated anything yet. I should probably look into how the CommandCenter utilizes the monthly dashboard. It’s crucial for me to ensure the data is accurate before addressing any concerns. Let’s dig deeper into this and see what’s going on!"
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              "text": "Browser-Sanity ist technisch grün, aber Command Center zeigt noch alte Importzählung (`Neue Kandidaten geprüft 2828`) aus einer separaten Datenquelle. Das verletzt den Sprintkern. Ich gleiche Command-Center-Importstatus ebenfalls auf die neue User-Count-Policy an."
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Keine Provider-Abfragen beim Rendern.\\\" :loading=\\\"loading\\\" @load=\\\"loadDashboard(true)\\\" />\\n     4|    <LocalDataStatus :backend-ok=\\\"backendOk\\\" :runtime-ok=\\\"runtimeOk\\\" :loading=\\\"loading\\\" :error=\\\"error\\\" :last-loaded-at=\\\"lastLoadedAt\\\" />\\n     5|\\n     6|    <template v-if=\\\"center\\\">\\n     7|      <div class=\\\"grid gap-3 sm:grid-cols-2 xl:grid-cols-6\\\">\\n     8|        <SummaryCard label=\\\"Gesamtvermögen CHF\\\"><MoneyValue :value=\\\"center.kpis.total_wealth_chf\\\" /></SummaryCard>\\n     9|        <SummaryCard label=\\\"Cash verfügbar\\\"><MoneyValue :value=\\\"center.kpis.cash_available_chf\\\" /></SummaryCard>\\n    10|        <SummaryCard label=\\\"Portfolio-Wert\\\"><MoneyValue :value=\\\"center.kpis.portfolio_value_chf\\\" /></SummaryCard>\\n    11|        <SummaryCard label=\\\"Crypto-Wert\\\"><MoneyValue :value=\\\"center.kpis.crypto_value_chf\\\" /></SummaryCard>\\n    12|        <SummaryCard label=\\\"Einnahmen Monat\\\"><MoneyValue :value=\\\"center.kpis.income_month_chf\\\" /></SummaryCard>\\n    13|        <SummaryCard label=\\\"Ausgaben Monat\\\"><MoneyValue :value=\\\"center.kpis.expense_month_chf\\\" /></SummaryCard>\\n    14|        <SummaryCard label=\\\"Netto-Cashflow\\\"><MoneyValue :value=\\\"center.kpis.net_cashflow_month_chf\\\" /></SummaryCard>\\n    15|        <SummaryCard label=\\\"Sparquote\\\" :value=\\\"`${center.kpis.savings_rate_percent}%`\\\" />\\n    16|        <SummaryCard label=\\\"Budgetverbrauch\\\" :value=\\\"`${center.kpis.budget_consumption_percent}%`\\\" />\\n    17|        <SummaryCard label=\\\"Offene Reviews\\\" :value=\\\"String(center.kpis.open_review_candidates)\\\" />\\n    18|        <SummaryCard label=\\\"Fehlende Preise/FX\\\" :value=\\\"String(center.kpis.missing_prices_fx)\\\" />\\n    19|        <SummaryCard label=\\\"Kritische Alerts\\\" :value=\\\"String(center.kpis.critical_alerts)\\\" />\\n    20|      </div>\\n    21|\\n    22|      <section class=\\\"grid gap-5 xl:grid-cols-[1fr_0.9fr]\\\">\\n    23|        <div class=\\\"panel\\\"><h2>Monatsabschluss</h2><div class=\\\"mt-3 grid gap-2 md:grid-cols-2\\\"><a v-for=\\\"(item, key) in center.monthly_close.checklist\\\" :key=\\\"key\\\" class=\\\"row-card\\\" :href=\\\"item.link || item.review_url || item.monthly_import_url || '#'\\\" ><span>{{ labels[key] || key }}</span><strong>{{ item.status || 'open' }}</strong><small>offen: {{ item.open_count ?? item.new_candidates ?? 0 }}</small></a></div></div>\\n    24|        <div class=\\\"panel\\\"><h2>Alerts / To-dos</h2><div class=\\\"mt-3 space-y-2\\\"><a v-for=\\\"todo in center.todos\\\" :key=\\\"todo.code\\\" class=\\\"todo\\\" :href=\\\"todo.link\\\"><strong>{{ todo.priority }}</strong><span>{{ todo.description }}</span><em>{{ todo.status }}</em></a></div></div>\\n    25|      </section>\\n    26|\\n    27|      <section class=\\\"grid gap-5 xl:grid-cols-2\\\">\\n    28|        <div class=\\\"panel\\\"><h2>Importstatus pro Quelle</h2><div class=\\\"mt-3 grid gap-2 sm:grid-cols-2\\\"><a v-for=\\\"s in center.import_status\\\" :key=\\\"s.source\\\" class=\\\"row-card\\\" :href=\\\"s.monthly_import_url\\\"><span>{{ s.source }}</span><strong>{{ s.status }}</strong><small>neu {{ s.new_candidates }} · verarbeitet {{ s.already_processed }} · Duplikate {{ s.duplicates }} · Fehler {{ s.errors }}</small></a></div></div>\\n    29|        <div class=\\\"panel\\\"><h2>Budgetstatus kompakt</h2><p>Top Budgetüberschreitungen: {{ center.budget_status_compact.top_overruns?.length || 0 }}</p><p>Kategorien ohne Budget: {{ center.budget_status_compact.categories_without_budget?.length || 0 }}</p><p>Kategorien ohne Vorjahreswert: {{ center.budget_status_compact.categories_without_previous_year?.length || 0 }}</p><div class=\\\"links\\\"><a href=\\\"/planning/budget/planning\\\">Budgetplanung</a><a href=\\\"/planning/budget/analysis/budget-vs-actual\\\">Budget vs Ist</a></div></div>\\n    30|      </section>\\n    31|\\n    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Live-Provider-Abfragen beim Rendern; produktive Änderungen bleiben Preview → Confirm → Audit.</p></section>\\n    39|    </template>\\n    40|  </div>\\n    41|</template>\\n    42|<script setup lang=\\\"ts\\\">\\n    43|import { computed, onMounted, ref } from 'vue'\\n    44|import SummaryCard from '@/components/SummaryCard.vue'\\n    45|import MoneyValue from '@/components/MoneyValue.vue'\\n    46|import AllocationBars from '@/components/AllocationBars.vue'\\n    47|import LoadActionBar from '@/components/LoadActionBar.vue'\\n    48|import LocalDataStatus from '@/components/LocalDataStatus.vue'\\n    49|import { getFinanceCommandCenter } from '@/api/portfolio'\\n    50|import { getHealth, getRuntimeStatus } from '@/api/runtime'\\n    51|import type { FinanceCommandCenter } from '@/api/types'\\n    52|import { currentLocalMonth } from '@/utils/month'\\n    53|const currentMonth = currentLocalMonth()\\n    54|const center = ref<FinanceCommandCenter | null>(null); const loading = ref(false); const error = ref<string | null>(null); const backendOk = ref(false); const runtimeOk = ref(false); const lastLoadedAt = ref<string | null>(null)\\n    55|const healthInfo = ref<any | null>(null); const runtimeInfo = ref<any | null>(null)\\n    56|const labels: Record<string, string> = { akb_csv_imported: 'AKB CSV importiert', raiffeisen_csv_imported: 'Raiffeisen CSV importiert', visa_csv_imported: 'VISA CSV importiert', migros_csv_imported: 'Migros CSV importiert', new_candidates_reviewed: 'Neue Kandidaten geprüft', duplicates_checked: 'Duplikate geprüft', income_confirmed: 'Einnahmen bestätigt', expenses_confirmed: 'Ausgaben bestätigt', transfers_checked: 'Transfers geprüft', fixed_costs_checked: 'Fixkosten geprüft', budget_status_checked: 'Budgetstatus geprüft', monthly_report_created: 'Monatsreport erstellt', backup_created: 'Backup erstellt' }\\n    57|const allocationItems = computed(() => center.value?.portfolio_crypto_compact.asset_allocation?.map((i: any) => ({ 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      "content": "{\"content\": \"     1|from __future__ import annotations\\n     2|\\n     3|from datetime import date, datetime, timezone\\n     4|from decimal import Decimal, InvalidOperation\\n     5|from pathlib import Path\\n     6|from sqlite3 import Connection\\n     7|from typing import Any\\n     8|\\n     9|from jarvis_finance.config.settings import find_repo_root, load_settings\\n    10|from jarvis_finance.services.budget_monthly_import import get_import_history, get_monthly_import_dashboard\\n    11|from jarvis_finance.services.budget_overview import get_budget_status_by_category\\n    12|from jarvis_finance.services.budget_recurring import get_recurring_dashboard\\n    13|from jarvis_finance.services.portfolio_service import get_overview\\n    14|\\n    15|SOURCES = [\\\"AKB\\\", \\\"Raiffeisen\\\", \\\"VISA\\\", \\\"Migros\\\"]\\n    16|\\n    17|\\n    18|def _d(value: Any) -> Decimal:\\n    19|    try:\\n    20|        return Decimal(str(value or \\\"0\\\").replace(\\\"'\\\", \\\"\\\"))\\n    21|    except (InvalidOperation, ValueError):\\n    22|        return Decimal(\\\"0\\\")\\n    23|\\n    24|\\n    25|def _money(value: Any) -> str:\\n    26|    return f\\\"{abs(_d(value)):.2f}\\\"\\n    27|\\n    28|\\n    29|def _parse_month(month: str | None) -> date:\\n    30|    value = month or datetime.now().strftime(\\\"%Y-%m\\\")\\n    31|    try:\\n    32|        if len(value) != 7 or value[4] != \\\"-\\\":\\n    33|            raise ValueError\\n    34|        year = int(value[:4])\\n    35|        mon = int(value[5:7])\\n    36|        return date(year, mon, 1)\\n    37|    except Exception as exc:\\n    38|        raise ValueError(\\\"month_must_be_yyyy_mm\\\") from exc\\n    39|\\n    40|\\n    41|def _month_bounds(month: str | None) -> tuple[str, str, str]:\\n    42|    start_date = _parse_month(month)\\n    43|    next_month = date(start_date.year + (1 if start_date.month == 12 else 0), 1 if start_date.month == 12 else start_date.month + 1, 1)\\n    44|    return start_date.strftime(\\\"%Y-%m\\\"), start_date.isoformat(), next_month.isoformat()\\n    45|\\n    46|\\n    47|def _sum_actual(conn: Connection, month: str, tx_type: str) -> Decimal:\\n    48|    _month_label, start, end = _month_bounds(month)\\n    49|    row = conn.execute(\\n    50|        \\\"\\\"\\\"\\n    51|        SELECT COALESCE(SUM(ABS(CAST(amount_chf AS REAL))), 0)\\n    52|        FROM budget_transactions\\n    53|        WHERE status='confirmed'\\n    54|          AND transaction_type=?\\n    55|          AND date(transaction_date) >= date(?)\\n    56|          AND date(transaction_date) < date(?)\\n    57|          AND COALESCE(source_type, '') NOT IN ('transfer', 'credit_card_payment', 'investment_transfer')\\n    58|        \\\"\\\"\\\",\\n    59|        (tx_type, start, end),\\n    60|    ).fetchone()\\n    61|    return _d(row[0] if row else 0)\\n    62|\\n    63|\\n    64|def _count(sql: str, conn: Connection, params: tuple[Any, ...] = ()) -> int:\\n    65|    try:\\n    66|        return int(conn.execute(sql, params).fetchone()[0] or 0)\\n    67|    except Exception:\\n    68|        return 0\\n    69|\\n    70|\\n    71|def _review_url(**params: Any) -> str:\\n    72|    qs = \\\"&\\\".join(f\\\"{k}={v}\\\" for k, v in params.items() if v not in (None, \\\"\\\"))\\n    73|    return f\\\"/planning/budget/expenses/review{('?' + qs) if qs else ''}\\\"\\n    74|\\n    75|\\n    76|def _latest_import_status(conn: Connection) -> list[dict[str, Any]]:\\n    77|    history = get_import_history(conn, limit=100)\\n    78|    by_source: dict[str, dict[str, Any]] = {}\\n    79|    for h in history:\\n    80|        src = str(h.get(\\\"source\\\") or \\\"\\\").upper()\\n    81|        label = \\\"Raiffeisen\\\" if \\\"RAIFFEISEN\\\" in src else \\\"Migros\\\" if \\\"MIGROS\\\" in src else \\\"VISA\\\" if \\\"VISA\\\" in src else \\\"AKB\\\" if \\\"AKB\\\" in src else src\\n    82|        by_source.setdefault(label, h)\\n    83|    out: list[dict[str, Any]] = []\\n    84|    for source in SOURCES:\\n    85|        h = by_source.get(source)\\n    86|        out.append({\\n    87|            \\\"source\\\": source,\\n    88|            \\\"status\\\": \\\"imported\\\" if h else \\\"missing\\\",\\n    89|            \\\"last_import_at\\\": h.get(\\\"created_at\\\") if h else None,\\n    90|            \\\"file_name\\\": h.get(\\\"file_name\\\") if h else None,\\n    91|            \\\"new_candidates\\\": int(h.get(\\\"new_candidates\\\") or 0) if h else 0,\\n    92|            \\\"already_processed\\\": int(h.get(\\\"already_known\\\") or 0) if h else 0,\\n    93|            \\\"duplicates\\\": int(h.get(\\\"duplicate_count\\\") or 0) if h else 0,\\n    94|            \\\"errors\\\": int(h.get(\\\"error_count\\\") or 0) if h else 0,\\n    95|            \\\"monthly_import_url\\\": \\\"/planning/budget/monthly-import\\\",\\n    96|            \\\"review_url\\\": _review_url(source=source),\\n    97|        })\\n    98|    return out\\n    99|\\n   100|\\n   101|def _budget_compact(conn: Connection, year: str) -> dict[str, Any]:\\n   102|    try:\\n   103|        rows = get_budget_status_by_category(conn, year=year)\\n   104|    except Exception:\\n   105|        rows = []\\n   106|    def dec(row: dict[str, Any], key: str) -> Decimal: return _d(row.get(key))\\n   107|    return {\\n   108|        \\\"top_overruns\\\": sorted([r for r in rows if dec(r, \\\"deviation_year\\\") > 0], key=lambda r: dec(r, \\\"deviation_year\\\"), reverse=True)[:5],\\n   109|        \\\"categories_without_budget\\\": [r.get(\\\"category\\\") for r in rows if not r.get(\\\"has_budget\\\")][:5],\\n   110|        \\\"categories_without_previous_year\\\": [r.get(\\\"category\\\") for r in rows if not r.get(\\\"has_previous_year\\\")][:5],\\n   111|        \\\"forecast_risks\\\": [r for r in rows if str(r.get(\\\"status\\\", \\\"\\\")).lower() in {\\\"rot\\\", \\\"red\\\", \\\"kritisch\\\"}][:5],\\n   112|        \\\"budget_planning_url\\\": \\\"/planning/budget/planning\\\",\\n   113|        \\\"budget_vs_actual_url\\\": \\\"/planning/budget/analysis/budget-vs-actual\\\",\\n   114|    }\\n   115|\\n   116|\\n   117|def _fixed_costs_compact(conn: Connection, today: str | None = None) -> dict[str, Any]:\\n   118|    try:\\n   119|        data = get_recurring_dashboard(conn, today=today)\\n   120|        active = data.get(\\\"active\\\", [])\\n   121|        warnings = data.get(\\\"warnings\\\", [])\\n   122|    except Exception:\\n   123|        active, warnings = [], []\\n   124|    return {\\n   125|        \\\"active_fixed_costs\\\": sum(1 for r in active if r.get(\\\"recurring_type\\\") == \\\"fixed_cost\\\"),\\n   126|        \\\"active_subscriptions\\\": sum(1 for r in active if r.get(\\\"recurring_type\\\") == \\\"subscription\\\"),\\n   127|        \\\"expected_payments_this_month\\\": len(active),\\n   128|        \\\"missing_expected_payments\\\": sum(1 for w in warnings if w.get(\\\"code\\\") == \\\"missing_expected_payment\\\"),\\n   129|        \\\"amount_changed\\\": sum(1 for w in warnings if w.get(\\\"code\\\") == \\\"amount_changed\\\"),\\n   130|        \\\"warnings\\\": warnings[:5],\\n   131|        \\\"url\\\": \\\"/planning/budget/fixed-costs\\\",\\n   132|    }\\n   133|\\n   134|\\n   135|def _portfolio_crypto_compact(conn: Connection) -> dict[str, Any]:\\n   136|    try:\\n   137|        overview = get_overview(conn).model_dump()\\n   138|    except Exception:\\n   139|        overview = {}\\n   140|    total = _d(overview.get(\\\"total_value_chf\\\")) or Decimal(\\\"1\\\")\\n   141|    items = [\\n   142|        {\\\"label\\\": \\\"Cash\\\", \\\"value_chf\\\": overview.get(\\\"cash_value_chf\\\", \\\"0.00\\\"), \\\"share_percent\\\": f\\\"{(_d(overview.get('cash_value_chf')) / total * 100):.2f}\\\"},\\n   143|        {\\\"label\\\": \\\"Portfolio\\\", \\\"value_chf\\\": overview.get(\\\"equity_value_chf\\\", \\\"0.00\\\"), \\\"share_percent\\\": f\\\"{(_d(overview.get('equity_value_chf')) / total * 100):.2f}\\\"},\\n   144|        {\\\"label\\\": \\\"Crypto\\\", \\\"value_chf\\\": overview.get(\\\"crypto_value_chf\\\", \\\"0.00\\\"), \\\"share_percent\\\": f\\\"{(_d(overview.get('crypto_value_chf')) / total * 100):.2f}\\\"},\\n   145|    ]\\n   146|    return {\\n   147|        \\\"asset_allocation\\\": items,\\n   148|        \\\"largest_positions\\\": [],\\n   149|        \\\"missing_prices\\\": int(overview.get(\\\"unpriced_positions_count\\\") or 0),\\n   150|        \\\"stale_prices\\\": 0,\\n   151|        \\\"last_price_update\\\": overview.get(\\\"last_price_update\\\"),\\n   152|        \\\"portfolio_url\\\": \\\"/portfolio\\\",\\n   153|        \\\"crypto_url\\\": \\\"/crypto\\\",\\n   154|    }\\n   155|\\n   156|\\n   157|def _todos(conn: Connection, import_status: list[dict[str, Any]], budget: dict[str, Any], fixed: dict[str, Any], kpis: dict[str, Any]) -> list[dict[str, Any]]:\\n   158|    todos: list[dict[str, Any]] = []\\n   159|    def add(priority: str, code: str, description: str, link: str, status: str = \\\"open\\\") -> None:\\n   160|        todos.append({\\\"priority\\\": priority, \\\"code\\\": code, \\\"description\\\": description, \\\"link\\\": link, \\\"status\\\": status})\\n   161|    if int(kpis.get(\\\"open_review_candidates\\\") or 0): add(\\\"high\\\", \\\"open_review_candidates\\\", \\\"Offene Review-Kandidaten prüfen\\\", _review_url())\\n   162|    if any(i[\\\"status\\\"] == \\\"missing\\\" for i in import_status): add(\\\"medium\\\", \\\"missing_imports\\\", \\\"Monatsimport je Quelle prüfen\\\", \\\"/planning/budget/monthly-import\\\")\\n   163|    if budget.get(\\\"categories_without_budget\\\"): add(\\\"medium\\\", \\\"missing_budget\\\", \\\"Kategorien ohne Budget ergänzen\\\", \\\"/planning/budget/planning\\\")\\n   164|    if budget.get(\\\"categories_without_previous_year\\\"): add(\\\"low\\\", \\\"missing_previous_year\\\", \\\"Vorjahreswerte prüfen\\\", \\\"/planning/budget/planning\\\")\\n   165|    if fixed.get(\\\"missing_expected_payments\\\") or fixed.get(\\\"amount_changed\\\"): add(\\\"medium\\\", \\\"fixed_costs_review\\\", \\\"Fixkosten/Abos prüfen\\\", \\\"/planning/budget/fixed-costs\\\")\\n   166|    add(\\\"low\\\", \\\"monthly_report\\\", \\\"Monatsreport erstellen\\\", \\\"/reports\\\")\\n   167|    add(\\\"low\\\", \\\"backup\\\", \\\"Runtime-Backup prüfen/erstellen\\\", \\\"/reports\\\")\\n   168|    return todos\\n   169|\\n   170|\\n   171|def build_finance_command_center(conn: Connection, month: str | None = None) -> dict[str, Any]:\\n   172|    month, start, _end = _month_bounds(month)\\n   173|    income = _sum_actual(conn, month, \\\"income\\\")\\n   174|    expense = _sum_actual(conn, month, \\\"expense\\\")\\n   175|    net = income - expense\\n   176|    savings = (net / income * 100) if income else Decimal(\\\"0\\\")\\n   177|    try:\\n   178|        overview = get_overview(conn).model_dump()\\n   179|    except Exception:\\n   180|        overview = {}\\n   181|    open_review = _count(\\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE status IN ('pending','needs_review','auto_categorized','ready_for_confirm')\\\", conn)\\n   182|    kpis = {\\n   183|        \\\"total_wealth_chf\\\": _money(overview.get(\\\"total_value_chf\\\")),\\n   184|        \\\"cash_available_chf\\\": _money(overview.get(\\\"cash_value_chf\\\")),\\n   185|        \\\"portfolio_value_chf\\\": _money(overview.get(\\\"equity_value_chf\\\")),\\n   186|        \\\"crypto_value_chf\\\": _money(overview.get(\\\"crypto_value_chf\\\")),\\n   187|        \\\"income_month_chf\\\": _money(income),\\n   188|        \\\"expense_month_chf\\\": _money(expense),\\n   189|        \\\"net_cashflow_month_chf\\\": f\\\"{net:.2f}\\\",\\n   190|        \\\"savings_rate_percent\\\": f\\\"{savings:.2f}\\\",\\n   191|        \\\"budget_consumption_percent\\\": \\\"0.00\\\",\\n   192|        \\\"open_review_candidates\\\": open_review,\\n   193|        \\\"missing_prices_fx\\\": int(overview.get(\\\"unpriced_positions_count\\\") or 0),\\n   194|        \\\"critical_alerts\\\": int(overview.get(\\\"critical_alerts_count\\\") or 0),\\n   195|    }\\n   196|    imports = _latest_import_status(conn)\\n   197|    budget = _budget_compact(conn, year=month[:4])\\n   198|    fixed = _fixed_costs_compact(conn, today=start)\\n   199|    portfolio = _portfolio_crypto_compact(conn)\\n   200|    checklist = {\\n   201|        \\\"akb_csv_imported\\\": next(i for i in imports if i[\\\"source\\\"] == \\\"AKB\\\"),\\n   202|        \\\"raiffeisen_csv_imported\\\": next(i for i in imports if i[\\\"source\\\"] == \\\"Raiffeisen\\\"),\\n   203|        \\\"visa_csv_imported\\\": next(i for i in imports if i[\\\"source\\\"] == \\\"VISA\\\"),\\n   204|        \\\"migros_csv_imported\\\": next(i for i in imports if i[\\\"source\\\"] == \\\"Migros\\\"),\\n   205|        \\\"new_candidates_reviewed\\\": {\\\"status\\\": \\\"open\\\" if open_review else \\\"done\\\", \\\"open_count\\\": open_review, \\\"link\\\": _review_url()},\\n   206|        \\\"duplicates_checked\\\": {\\\"status\\\": \\\"open\\\", \\\"open_count\\\": _count(\\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE status='possible_duplicate'\\\", conn), \\\"link\\\": _review_url(status=\\\"possible_duplicate\\\")},\\n   207|        \\\"income_confirmed\\\": {\\\"status\\\": \\\"done\\\" if income else \\\"open\\\", \\\"open_count\\\": 0, \\\"link\\\": \\\"/planning/budget/income\\\"},\\n   208|        \\\"expenses_confirmed\\\": {\\\"status\\\": \\\"done\\\" if expense else \\\"open\\\", \\\"open_count\\\": 0, \\\"link\\\": \\\"/planning/budget/expenses/actual\\\"},\\n   209|        \\\"transfers_checked\\\": {\\\"status\\\": \\\"open\\\", \\\"open_count\\\": _count(\\\"SELECT COUNT(*) FROM budget_transaction_candidates WHERE classification IN ('transfer_candidate','credit_card_payment','investment_transfer')\\\", conn), \\\"link\\\": \\\"/planning/budget/transfers\\\"},\\n   210|        \\\"fixed_costs_checked\\\": {\\\"status\\\": \\\"open\\\" if fixed.get(\\\"warnings\\\") else \\\"done\\\", \\\"open_count\\\": len(fixed.get(\\\"warnings\\\", [])), \\\"link\\\": \\\"/planning/budget/fixed-costs\\\"},\\n   211|        \\\"budget_status_checked\\\": {\\\"status\\\": \\\"open\\\", \\\"open_count\\\": len(budget.get(\\\"forecast_risks\\\", [])), \\\"link\\\": \\\"/planning/budget/status\\\"},\\n   212|        \\\"monthly_report_created\\\": {\\\"status\\\": \\\"open\\\", \\\"open_count\\\": 1, \\\"link\\\": \\\"/reports\\\"},\\n   213|        \\\"backup_created\\\": {\\\"status\\\": \\\"open\\\", \\\"open_count\\\": 1, \\\"link\\\": \\\"/reports\\\"},\\n   214|    }\\n   215|    return {\\n   216|        \\\"purpose\\\": \\\"finance_command_center_v1\\\",\\n   217|        \\\"month\\\": month,\\n   218|        \\\"kpis\\\": kpis,\\n   219|        \\\"monthly_close\\\": {\\\"checklist\\\": checklist},\\n   220|        \\\"import_status\\\": imports,\\n   221|        \\\"budget_status_compact\\\": budget,\\n   222|        \\\"fixed_costs_compact\\\": fixed,\\n   223|        \\\"portfolio_crypto_compact\\\": portfolio,\\n   224|        \\\"todos\\\": _todos(conn, imports, budget, fixed, kpis),\\n   225|        \\\"data_quality\\\": {\\\"status\\\": overview.get(\\\"data_quality_status\\\") or \\\"ok\\\", \\\"issues\\\": []},\\n   226|    }\\n   227|\\n   228|\\n   229|def generate_monthly_report(conn: Connection, month: str | None, reports_dir: Path | None = None, repo_root: Path | None = None) -> dict[str, Any]:\\n   230|    month, _start, _end = _month_bounds(month)\\n   231|    if reports_dir is None:\\n   232|        settings = load_settings(repo_root=find_repo_root())\\n   233|        reports_dir = settings.runtime_paths.reports_dir / \\\"monthly\\\"\\n   234|    repo_root = (repo_root or find_repo_root()).resolve()\\n   235|    reports_dir = reports_dir.resolve()\\n   236|    if repo_root == reports_dir or repo_root in reports_dir.parents:\\n   237|        raise ValueError(\\\"reports_dir_must_be_outside_repo\\\")\\n   238|    reports_dir.mkdir(parents=True, exist_ok=True)\\n   239|    center = build_finance_command_center(conn, month=month)\\n   240|    path = (reports_dir / f\\\"monthly_report_{month}.md\\\").resolve()\\n   241|    if reports_dir not in path.parents:\\n   242|        raise ValueError(\\\"report_path_must_stay_under_runtime_reports_dir\\\")\\n   243|    lines = [\\n   244|        f\\\"# Monatsreport {month}\\\", \\\"\\\", \\\"## Zeitraum\\\", month, \\\"\\\", \\\"## Cashflow\\\",\\n   245|        f\\\"- Einnahmen: CHF {center['kpis']['income_month_chf']}\\\",\\n   246|        f\\\"- Ausgaben: CHF {center['kpis']['expense_month_chf']}\\\",\\n   247|        f\\\"- Netto-Cashflow: CHF {center['kpis']['net_cashflow_month_chf']}\\\",\\n   248|        \\\"\\\", \\\"## Budget vs Ist\\\", f\\\"- Kritische Kategorien: {len(center['budget_status_compact']['forecast_risks'])}\\\",\\n   249|        \\\"\\\", \\\"## Top Kategorien\\\", \\\"- Siehe Budgetstatus und Daten-Explorer.\\\",\\n   250|        \\\"\\\", \\\"## Top Händler\\\", \\\"- Siehe Daten-Explorer.\\\",\\n   251|        \\\"\\\", \\\"## Fixkosten/Abos\\\", f\\\"- Aktive Abos: {center['fixed_costs_compact']['active_subscriptions']}\\\",\\n   252|        \\\"\\\", \\\"## Offene Review-Punkte\\\", f\\\"- Kandidaten: {center['kpis']['open_review_candidates']}\\\",\\n   253|        \\\"\\\", \\\"## Portfolio/Crypto Summary\\\", f\\\"- Gesamtvermögen lokal: CHF {center['kpis']['total_wealth_chf']}\\\",\\n   254|        \\\"\\\", \\\"## Datenqualität\\\", f\\\"- Status: {center['data_quality']['status']}\\\",\\n   255|        \\\"\\\", \\\"## Disclaimer\\\", \\\"Technischer Haushalts-/Portfolio-Report auf bestätigten lokalen Daten. Keine Anlage-, Steuer- oder Rechtsberatung. Produktive Änderungen bleiben Preview → Confirm → Audit.\\\",\\n   256|    ]\\n   257|    path.write_text(\\\"\\\\n\\\".join(lines), encoding=\\\"utf-8\\\")\\n   258|    return {\\\"report_id\\\": str(path.relative_to(reports_dir)), \\\"path\\\": str(path), \\\"format\\\": \\\"markdown\\\", \\\"generated_at\\\": datetime.now(timezone.utc).isoformat(), \\\"runtime_only\\\": True, \\\"command_center\\\": center}\\n   259|\", \"total_lines\": 258, \"file_size\": 14003, \"truncated\": false, \"is_binary\": false, \"is_image\": false}",
      "tool_call_id": "call_i9ZTGfIFMFlQ66nzKm3JzFrQ"
    },
    {
      "role": "assistant",
      "content": "",
      "reasoning": "**Updating import processes**\n\nI'm focusing on patching the import for the candidate user count summary and updating the open review. There are some queries related to duplicates that I need to handle. Also, I should import URLs to the /import section. It looks like the _todos are missing the import link, so I need to address that as well. Lastly, I’ll ensure to import the latest monthly URL for consistency. I want everything to flow seamlessly!",
      "finish_reason": "tool_calls",
      "reasoning_content": "**Updating import processes**\n\nI'm focusing on patching the import for the candidate user count summary and updating the open review. There are some queries related to duplicates that I need to handle. Also, I should import URLs to the /import section. It looks like the _todos are missing the import link, so I need to address that as well. Lastly, I’ll ensure to import the latest monthly URL for consistency. I want everything to flow seamlessly!",
      "codex_reasoning_items": [
        {
          "type": "reasoning",
          "encrypted_content": "gAAAAABqDKoBKGZY-wjYjNtdEkOvvZTELSXBDka1Y2hrdgJJTUKT1k_TYU4HddgXan48rofVGI1jWq0FHjJQ8UgfleNoQqzcDoflewu7Ul8iQacaFd20PetOkSmaQs2Fq9I2sigt2ROtL-wSPVtFwMJeGKTGBDB2DeX2PYo1BOeJtMoT2omFDQLFU59KC76I8whZvwUdi3wPTv5xvs8xQgvEXniqR6F12Bw8S22Waqz_-Z6x6ccDQRhl0iLp7OeCvLT148eA9Csb1aoi3f1u7L8KR8SQvTL7JH_n8IDBNy-_EHdxCO8cLD9Yk0aOR5ZZ_iYGnH9p1JkEvlnx4pLxogwmIerzvlConYF1BCLDAroFJc-BmwmSDnFm24QrsL3m036ljuL8q65zfGs6Oc8NZ-Cz2N6XwPdOJveWJmrBIJLDB9QdS_kICMrTOocpQkZM6rcEfX69djSErYQ01zyCprNNPxXzx3lWdsFmSVHLKNffNU4mhBhS_UoagGKWE-C8QESZ9GuN7QXhBuaoYZlRLacIh2AZZm1TB3jnRDLMNg4ijSFpX_55JqY_ClXqZsEfREVVxGF5M5JpyCe7tVECKedNxnUbQERVsHI8la6Z5l3_EdK7Oh3riMTLhcEG0ZsjcYsh44GkSgeo-7b-4hZXkbur2F-4qG4TcHcBAWQs9u0F6r9BTtvIAmrrKgIS1qKPm7Wyva7QHXV5AJvSLTZrgIX2LTlJVnvVI3z-jY2Li8UvIpK7yMSYMMit_744kA5g5rYkCi71RdCbyzrcplsvV9j0kIbU51o3SmDsAswXtJ4jcrpEoKM6hatJnDhvt6UCZuY29wQMBWalt9lr0fVZw2DijZwTKJlxabvr-hvpOBi21CF_EG4XPnTwH7wb-IM_Veb-zBgGRHxHqGwa1dvnjTKNLWQ5Zfx_Mex5-UHFlZ_649jnJke2a456DcUn79A5vfTeVPH8oPsGO_Egy32TEJ1hMnd61hzX6xQ35x9s4G8wxdkToC4GgQprYBhzhI8qZTnQQPzIdG01a3rvpJ4pkVM_NKP-HcjISUAP42geGeg4BdGTBLpSmG4_TuV7TzV_BZQ39HSe2eTw_TzMRZJ34XX9YzMqMTk0WOld2D5gYi2H3h1OwmnM_CcCUATp0CkCg2P1DrMQUBNH",
          "id": "rs_031b0376e265253d016a0ca9fea304819184f379841b96f31e",
          "summary": [
            {
              "type": "summary_text",
              "text": "**Updating import processes**\n\nI'm focusing on patching the import for the candidate user count summary and updating the open review. There are some queries related to duplicates that I need to handle. Also, I should import URLs to the /import section. It looks like the _todos are missing the import link, so I need to address that as well. Lastly, I’ll ensure to import the latest monthly URL for consistency. I want everything to flow seamlessly!"
            }
          ]
        }
      ],
      "tool_calls": [
        {
          "id": "call_DD1HAbziSDqRxn4y36buXJKk",
          "call_id": "call_DD1HAbziSDqRxn4y36buXJKk",
          "response_item_id": "fc_031b0376e265253d016a0caa014d108191ba0bf2c518129228",
          "type": "function",
          "function": {
            "name": "patch",
            "arguments": "{\"new_string\":\"from jarvis_finance.services.budget_monthly_import import get_import_history, get_monthly_import_dashboard\\nfrom jarvis_finance.services.budget_imports import candidate_user_count_summary\\n\",\"old_string\":\"from jarvis_finance.services.budget_monthly_import import get_import_history, get_monthly_import_dashboard\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\"}"
          }
        }
      ]
    },
    {
      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\\n@@ -8,6 +8,7 @@\\n \\n from jarvis_finance.config.settings import find_repo_root, load_settings\\n from jarvis_finance.services.budget_monthly_import import get_import_history, get_monthly_import_dashboard\\n+from jarvis_finance.services.budget_imports import candidate_user_count_summary\\n from jarvis_finance.services.budget_overview import get_budget_status_by_category\\n from jarvis_finance.services.budget_recurring import get_recurring_dashboard\\n from jarvis_finance.services.portfolio_service import get_overview\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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          "function": {
            "name": "patch",
            "arguments": "{\"new_string\":\"            \\\"monthly_import_url\\\": \\\"/planning/budget/import\\\",\\n            \\\"review_url\\\": _review_url(source_type=str(h.get(\\\"profile\\\") or \\\"\\\") if h else source.lower(), status=\\\"open\\\"),\\n\",\"old_string\":\"            \\\"monthly_import_url\\\": \\\"/planning/budget/monthly-import\\\",\\n            \\\"review_url\\\": _review_url(source=source),\\n\",\"path\":\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\"}"
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      "role": "tool",
      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\\n@@ -93,8 +93,8 @@\\n             \\\"already_processed\\\": int(h.get(\\\"already_known\\\") or 0) if h else 0,\\n             \\\"duplicates\\\": int(h.get(\\\"duplicate_count\\\") or 0) if h else 0,\\n             \\\"errors\\\": int(h.get(\\\"error_count\\\") or 0) if h else 0,\\n-            \\\"monthly_import_url\\\": \\\"/planning/budget/monthly-import\\\",\\n-            \\\"review_url\\\": _review_url(source=source),\\n+            \\\"monthly_import_url\\\": \\\"/planning/budget/import\\\",\\n+            \\\"review_url\\\": _review_url(source_type=str(h.get(\\\"profile\\\") or \\\"\\\") if h else source.lower(), status=\\\"open\\\"),\\n         })\\n     return out\\n \\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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      "name": "patch",
      "content": "{\"success\": true, \"diff\": \"--- a//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\\n+++ b//home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\\n@@ -159,8 +159,8 @@\\n     todos: list[dict[str, Any]] = []\\n     def add(priority: str, code: str, description: str, link: str, status: str = \\\"open\\\") -> None:\\n         todos.append({\\\"priority\\\": priority, \\\"code\\\": code, \\\"description\\\": description, \\\"link\\\": link, \\\"status\\\": status})\\n-    if int(kpis.get(\\\"open_review_candidates\\\") or 0): add(\\\"high\\\", \\\"open_review_candidates\\\", \\\"Offene Review-Kandidaten prüfen\\\", _review_url())\\n-    if any(i[\\\"status\\\"] == \\\"missing\\\" for i in import_status): add(\\\"medium\\\", \\\"missing_imports\\\", \\\"Monatsimport je Quelle prüfen\\\", \\\"/planning/budget/monthly-import\\\")\\n+    if int(kpis.get(\\\"open_review_candidates\\\") or 0): add(\\\"high\\\", \\\"open_review_candidates\\\", \\\"Offene Review-Kandidaten prüfen\\\", _review_url(status=\\\"open\\\"))\\n+    if any(i[\\\"status\\\"] == \\\"missing\\\" for i in import_status): add(\\\"medium\\\", \\\"missing_imports\\\", \\\"Datei-Import je Quelle prüfen\\\", \\\"/planning/budget/import\\\")\\n     if budget.get(\\\"categories_without_budget\\\"): add(\\\"medium\\\", \\\"missing_budget\\\", \\\"Kategorien ohne Budget ergänzen\\\", \\\"/planning/budget/planning\\\")\\n     if budget.get(\\\"categories_without_previous_year\\\"): add(\\\"low\\\", \\\"missing_previous_year\\\", \\\"Vorjahreswerte prüfen\\\", \\\"/planning/budget/planning\\\")\\n     if fixed.get(\\\"missing_expected_payments\\\") or fixed.get(\\\"amount_changed\\\"): add(\\\"medium\\\", \\\"fixed_costs_review\\\", \\\"Fixkosten/Abos prüfen\\\", \\\"/planning/budget/fixed-costs\\\")\\n\", \"files_modified\": [\"/home/agent/.hermes/repos/FinanceManager/src/jarvis_finance/services/finance_command_center.py\"], \"lint\": {\"status\": \"ok\", \"output\": \"\"}}",
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              "text": "Command Center ist jetzt auf dieselbe Count-Policy umgestellt. Fokussierte Tests grün; ich wiederhole Full Backend und dann schnelle Frontend-Regressions/Build."
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              "text": "**Committing changes**\n\nI realize that the stat doesn't include untracked files, which is fine. Now, it's time to commit my changes. I need to make sure I have the potential askpass token ready. That means using the `git add` command before committing. It’s straightforward but also crucial to get everything set up properly. I’ll ensure that my changes are all included before I finalize this commit!"
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              "text": "Verifikation abgeschlossen. Ich committe und pushe jetzt mit Remote-Hash-Verifikation."
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      "content": "Push braucht HTTPS-Token. Ich verwende den hinterlegten GitHub-Token via temporärem `GIT_ASKPASS`, ohne den Token auszugeben oder ins Remote zu schreiben.",
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            "arguments": "{\"command\":\"set -e\\nTOKEN_FILE=~/jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv\\nexport GITHUB_TOKEN=$(python - <<'PY'\\nfrom pathlib import Path\\nimport csv, re\\np=Path.home()/'jarvis_runtime/finance-system/secrets/Github_token_FinanceManager.csv'\\ntext=p.read_text(errors='ignore')\\nfor row in csv.reader(text.splitlines()):\\n    for cell in row:\\n        cell=cell.strip()\\n        if cell.startswith('github_pat_') or cell.startswith('ghp_'):\\n            print(cell); raise SystemExit\\nraise SystemExit('token_not_found')\\nPY\\n)\\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=\\\"$ASKPASS\\\" GIT_TERMINAL_PROMPT=0 git push origin main\\nLOCAL=$(git rev-parse HEAD)\\nREMOTE=$(GIT_ASKPASS=\\\"$ASKPASS\\\" GIT_TERMINAL_PROMPT=0 git ls-remote origin refs/heads/main | awk '{print $1}')\\necho local=$LOCAL\\necho remote=$REMOTE\\ntest \\\"$LOCAL\\\" = \\\"$REMOTE\\\"\",\"timeout\":240,\"workdir\":\"/home/agent/.hermes/repos/FinanceManager\"}"
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      "content": "{\"todos\": [{\"id\": \"impux-0\", \"content\": \"Arbeitsbasis prüfen; bestehende Import-/Review-Routen, Candidate-Counts, Upload-Endpunkte und Dashboard-KPIs inventarisieren\", \"status\": \"completed\"}, {\"id\": \"impux-1\", \"content\": \"RED-Tests für Upload-Workflow, Count-Konsistenz, Import-Session-Filter, UI-Degradation Google Drive, Safety schreiben und rot bestätigen\", \"status\": \"completed\"}, {\"id\": \"impux-2\", \"content\": \"Backend Upload Preview/Confirm-Candidates/Sessions, Idempotenz, Runtime-Dateihandling, Profil-Erkennung VISA/Migros/Raiffeisen/AKB umsetzen oder bestehende Endpunkte sauber nutzen\", \"status\": \"completed\"}, {\"id\": \"impux-3\", \"content\": \"Einheitliche user-relevante Candidate-Count-Logik definieren und Budget Übersicht/Import/Review/Command Center/Data Quality angleichen\", \"status\": \"completed\"}, {\"id\": \"impux-4\", \"content\": \"Frontend Budget Import Seite/Menu, Dry-Run UI, Candidate-Erzeugung, Review-Link mit import_session_id/source_type/year/status=open bauen\", \"status\": \"completed\"}, {\"id\": \"impux-5\", \"content\": \"Google-Drive-Scan aus User-Dashboard entfernen/degradieren; Tooltips/Hilfetexte für Zählungen ergänzen; Legacy-Kandidaten aus User-KPIs ausblenden\", \"status\": \"completed\"}, {\"id\": \"impux-6\", \"content\": \"Full Verification: compile, pytest, npm test/build, scans, Git-Safety, Browser-Sanity, diff-check\", \"status\": \"completed\"}, {\"id\": \"impux-7\", \"content\": \"Commit, Push, Remote-Hash, Abschlussbericht\", \"status\": \"completed\"}], \"summary\": {\"total\": 8, \"pending\": 0, \"in_progress\": 0, \"completed\": 8, \"cancelled\": 0}}",
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    {
      "role": "assistant",
      "content": "## Budget Import Upload UX & Candidate Count Consistency Sprint — abgeschlossen\n\nSir, Sprint ist umgesetzt, getestet, committed und gepusht.\n\n## Ergebnis\n\n- **Datei-Upload Workflow umgesetzt:** ja\n- **Neue User-Seite:** ja  \n  - Route: `/planning/budget/import`\n  - Menü: **Datei importieren**\n- **Google-Drive-Workflow aus User Mode entfernt/degradiert:** ja  \n  - Nicht mehr prominenter User-Hauptworkflow.\n  - Alte Monatsimport-Seite bleibt als **Admin/Fallback** unter `/planning/budget/monthly-import`.\n- **Candidate Count Ursache analysiert:** ja  \n  Ursache war gemischte Zähllogik:\n  - Monthly Import zählte breiter / Legacy-orientiert.\n  - Buchungen prüfen nutzte andere Statusfilter.\n  - Command Center hatte zusätzlich eine eigene Query.\n- **Zähllogik vereinheitlicht:** ja  \n  Gemeinsame User-Count-Policy für:\n  - Budget Import Dashboard\n  - Buchungen prüfen Summary\n  - Command Center\n  - Monthly Import Dashboard/Fallback\n- **Budget Monthly Import Zahlen korrigiert/degradiert:** ja\n- **Buchungen prüfen Zahlen konsistent:** ja\n- **Import-Session Filter umgesetzt:** ja\n- **Idempotenz bei Upload:** ja\n\n## Neuer User-Workflow\n\n1. Datei hochladen\n2. Profil automatisch erkennen oder manuell wählen:\n   - VISA\n   - Migros\n   - Raiffeisen\n   - AKB\n3. Dry Run starten\n4. aggregiertes Ergebnis prüfen\n5. Kandidaten erzeugen\n6. per Link zu **Buchungen prüfen**\n7. Confirm bleibt separate User-Aktion mit Preview/Confirm/Audit\n\n## Backend-Endpunkte\n\nNeu bzw. ergänzt:\n\n- `POST /api/budget/import/upload/preview`\n- `POST /api/budget/import/upload/confirm-candidates`\n- `GET /api/budget/import/sessions`\n- `GET /api/budget/import/sessions/{id}`\n- `GET /api/budget/transaction-candidates?import_session_id=...&source_type=...&status=open`\n\n## Upload-Safety\n\nUmgesetzt:\n\n- nur CSV\n- max. Dateigröße: 5 MB\n- bekannte Encodings: `utf-8-sig`, `cp1252`, `latin-1`\n- Profil-Erkennung für VISA/Migros/Raiffeisen/AKB\n- verständlicher Fehler bei unbekanntem CSV\n- temporäre Ablage nur unter Runtime\n- Source-Hash/Fingerprint\n- idempotent: gleicher Upload erzeugt keine neuen Kandidaten\n- keine produktive Buchung beim Upload\n- keine echten CSVs ins Git\n- keine Runtime-DB ins Git\n- keine Beträge im Abschlussbericht\n\n## Candidate Count Policy\n\nUser-relevante normale offene Kandidaten:\n\n- `pending`\n- `auto_categorized`\n- `needs_review`\n- `transfer_candidate`\n\nSeparat gezählt:\n\n- `duplicate`\n- `duplicate_candidate`\n- `covered_by_source`\n- `covered_by_migros`\n- `already_processed`\n- `auto_ignored_duplicate`\n\nAus normalen User-KPIs ausgeschlossen:\n\n- `confirmed`\n- `ignored`\n- `superseded`\n- `auto_ignored_duplicate`\n- `covered_by_source`\n- `covered_by_migros`\n- `archived_reference`\n- `reference_2025`\n- `already_processed`\n- 2025-Kandidaten in 2026-Views\n\n## UI\n\nNeu:\n\n- `BudgetImportPage.vue`\n- Upload-Bereich\n- Profilwahl\n- Dry-Run Ergebnis mit aggregierten Zahlen\n- Kandidaten-Erzeugen Button erst nach Dry Run\n- Review-Link mit:\n  - `import_session_id`\n  - `source_type`\n  - `year`\n  - `budget_year`\n  - `status=open`\n\nZusätzlich:\n\n- Tooltips/Hilfetexte in **Buchungen prüfen**\n- `import_session_id` in URL-Filter-Composable ergänzt\n- `status=open` wird in Review korrekt übernommen\n- Command Center zeigt jetzt dieselbe offene User-Zahl wie Review/Import\n\n## Tests\n\nErfolgreich:\n\n- **Python compile:** OK\n- **Backend pytest:** `508 passed`\n- **Frontend full test:** `103 passed`\n- **Frontend focused after final Command-Center patch:** `5 passed`\n- **Frontend build:** OK\n\nNeue Tests u.a.:\n\n- VISA Upload Preview\n- Migros Upload Preview\n- Raiffeisen Upload Preview\n- AKB Upload Preview\n- unbekanntes CSV\n- idempotenter Upload\n- Import-Session Filter\n- User-open-count ohne confirmed/ignored/superseded/covered_by_source\n- 2025 nicht in 2026\n- Budget Import Page rendert\n- Dry Run aggregiert\n- Kandidaten erzeugen\n- Review-Link mit Session-Filter\n- Google Drive nicht mehr als normaler User-Hauptworkflow\n\n## Safety\n\n- **Source Secret Scan:** OK\n- **Frontend Build Secret Scan:** OK\n- **Git-Safety:** OK\n- **git diff --check:** OK\n- **Runtime-DB im Git:** nein\n- **echte CSV im Git:** nein\n- **API-Keys im Frontend:** nein\n\n## Browser/API Sanity\n\nErfolgreich:\n\n- Budget Import: `200`\n- Buchungen prüfen mit Import-Session-Query: OK\n- Budget Übersicht: OK\n- Command Center: OK\n- Backend Health: `200`\n- Tailscale Import-Seite: `200`\n- JS Console: keine Fehler\n\nAktuelle relevante Sanity-Zahlen nach einheitlicher Policy:\n\n- `/api/budget/monthly-import/dashboard?budget_year=2026` → `open_total = 534`\n- `/api/budget/transaction-candidates/summary?budget_year=2026` → `open_total = 534`\n- Command Center zeigt ebenfalls `534`\n\nDamit gibt es nicht mehr zwei widersprüchliche Wahrheiten. Ein kleiner Schritt für einen Counter, ein großer Schritt weg vom Dashboard-Orakel.\n\n## Git\n\n- **Branch:** `main`\n- **Commit:** `31819370fe12d922d0559570a3313f2d4484c8e1`\n- **Commit Message:** `feat: add budget import upload workflow`\n- **Push-Status:** erfolgreich\n- **Remote-Hash verifiziert:** ja\n- **Working Tree:** sauber / `main...origin/main`\n\n## Services\n\n- Backend läuft aus aktuellem Stand\n- Backend PID: `679373`\n- Frontend läuft und liefert Import-Seite\n- Backend Health: `200`\n- Import-Seite Tailscale: `200`\n\n## Offene Grenzen\n\n- Upload läuft im Browser per CSV-Dateiauswahl und sendet CSV-Text an die neuen Upload-Endpunkte; echte produktive Buchungen entstehen weiterhin nur über expliziten Confirm im Review.\n- Google Drive bleibt technisch als Admin/Fallback erreichbar, ist aber nicht mehr User-Hauptworkflow.\n- Bestehende Legacy-Kandidaten wurden nicht gelöscht — nur aus User-KPIs korrekt ausgeblendet bzw. separat gezählt.\n- Kein Excel, OCR/Kamera, Portfolio-Import oder neue Importquelle gebaut.",
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              "text": "## Budget Import Upload UX & Candidate Count Consistency Sprint — abgeschlossen\n\nSir, Sprint ist umgesetzt, getestet, committed und gepusht.\n\n## Ergebnis\n\n- **Datei-Upload Workflow umgesetzt:** ja\n- **Neue User-Seite:** ja  \n  - Route: `/planning/budget/import`\n  - Menü: **Datei importieren**\n- **Google-Drive-Workflow aus User Mode entfernt/degradiert:** ja  \n  - Nicht mehr prominenter User-Hauptworkflow.\n  - Alte Monatsimport-Seite bleibt als **Admin/Fallback** unter `/planning/budget/monthly-import`.\n- **Candidate Count Ursache analysiert:** ja  \n  Ursache war gemischte Zähllogik:\n  - Monthly Import zählte breiter / Legacy-orientiert.\n  - Buchungen prüfen nutzte andere Statusfilter.\n  - Command Center hatte zusätzlich eine eigene Query.\n- **Zähllogik vereinheitlicht:** ja  \n  Gemeinsame User-Count-Policy für:\n  - Budget Import Dashboard\n  - Buchungen prüfen Summary\n  - Command Center\n  - Monthly Import Dashboard/Fallback\n- **Budget Monthly Import Zahlen korrigiert/degradiert:** ja\n- **Buchungen prüfen Zahlen konsistent:** ja\n- **Import-Session Filter umgesetzt:** ja\n- **Idempotenz bei Upload:** ja\n\n## Neuer User-Workflow\n\n1. Datei hochladen\n2. Profil automatisch erkennen oder manuell wählen:\n   - VISA\n   - Migros\n   - Raiffeisen\n   - AKB\n3. Dry Run starten\n4. aggregiertes Ergebnis prüfen\n5. Kandidaten erzeugen\n6. per Link zu **Buchungen prüfen**\n7. Confirm bleibt separate User-Aktion mit Preview/Confirm/Audit\n\n## Backend-Endpunkte\n\nNeu bzw. ergänzt:\n\n- `POST /api/budget/import/upload/preview`\n- `POST /api/budget/import/upload/confirm-candidates`\n- `GET /api/budget/import/sessions`\n- `GET /api/budget/import/sessions/{id}`\n- `GET /api/budget/transaction-candidates?import_session_id=...&source_type=...&status=open`\n\n## Upload-Safety\n\nUmgesetzt:\n\n- nur CSV\n- max. Dateigröße: 5 MB\n- bekannte Encodings: `utf-8-sig`, `cp1252`, `latin-1`\n- Profil-Erkennung für VISA/Migros/Raiffeisen/AKB\n- verständlicher Fehler bei unbekanntem CSV\n- temporäre Ablage nur unter Runtime\n- Source-Hash/Fingerprint\n- idempotent: gleicher Upload erzeugt keine neuen Kandidaten\n- keine produktive Buchung beim Upload\n- keine echten CSVs ins Git\n- keine Runtime-DB ins Git\n- keine Beträge im Abschlussbericht\n\n## Candidate Count Policy\n\nUser-relevante normale offene Kandidaten:\n\n- `pending`\n- `auto_categorized`\n- `needs_review`\n- `transfer_candidate`\n\nSeparat gezählt:\n\n- `duplicate`\n- `duplicate_candidate`\n- `covered_by_source`\n- `covered_by_migros`\n- `already_processed`\n- `auto_ignored_duplicate`\n\nAus normalen User-KPIs ausgeschlossen:\n\n- `confirmed`\n- `ignored`\n- `superseded`\n- `auto_ignored_duplicate`\n- `covered_by_source`\n- `covered_by_migros`\n- `archived_reference`\n- `reference_2025`\n- `already_processed`\n- 2025-Kandidaten in 2026-Views\n\n## UI\n\nNeu:\n\n- `BudgetImportPage.vue`\n- Upload-Bereich\n- Profilwahl\n- Dry-Run Ergebnis mit aggregierten Zahlen\n- Kandidaten-Erzeugen Button erst nach Dry Run\n- Review-Link mit:\n  - `import_session_id`\n  - `source_type`\n  - `year`\n  - `budget_year`\n  - `status=open`\n\nZusätzlich:\n\n- Tooltips/Hilfetexte in **Buchungen prüfen**\n- `import_session_id` in URL-Filter-Composable ergänzt\n- `status=open` wird in Review korrekt übernommen\n- Command Center zeigt jetzt dieselbe offene User-Zahl wie Review/Import\n\n## Tests\n\nErfolgreich:\n\n- **Python compile:** OK\n- **Backend pytest:** `508 passed`\n- **Frontend full test:** `103 passed`\n- **Frontend focused after final Command-Center patch:** `5 passed`\n- **Frontend build:** OK\n\nNeue Tests u.a.:\n\n- VISA Upload Preview\n- Migros Upload Preview\n- Raiffeisen Upload Preview\n- AKB Upload Preview\n- unbekanntes CSV\n- idempotenter Upload\n- Import-Session Filter\n- User-open-count ohne confirmed/ignored/superseded/covered_by_source\n- 2025 nicht in 2026\n- Budget Import Page rendert\n- Dry Run aggregiert\n- Kandidaten erzeugen\n- Review-Link mit Session-Filter\n- Google Drive nicht mehr als normaler User-Hauptworkflow\n\n## Safety\n\n- **Source Secret Scan:** OK\n- **Frontend Build Secret Scan:** OK\n- **Git-Safety:** OK\n- **git diff --check:** OK\n- **Runtime-DB im Git:** nein\n- **echte CSV im Git:** nein\n- **API-Keys im Frontend:** nein\n\n## Browser/API Sanity\n\nErfolgreich:\n\n- Budget Import: `200`\n- Buchungen prüfen mit Import-Session-Query: OK\n- Budget Übersicht: OK\n- Command Center: OK\n- Backend Health: `200`\n- Tailscale Import-Seite: `200`\n- JS Console: keine Fehler\n\nAktuelle relevante Sanity-Zahlen nach einheitlicher Policy:\n\n- `/api/budget/monthly-import/dashboard?budget_year=2026` → `open_total = 534`\n- `/api/budget/transaction-candidates/summary?budget_year=2026` → `open_total = 534`\n- Command Center zeigt ebenfalls `534`\n\nDamit gibt es nicht mehr zwei widersprüchliche Wahrheiten. Ein kleiner Schritt für einen Counter, ein großer Schritt weg vom Dashboard-Orakel.\n\n## Git\n\n- **Branch:** `main`\n- **Commit:** `31819370fe12d922d0559570a3313f2d4484c8e1`\n- **Commit Message:** `feat: add budget import upload workflow`\n- **Push-Status:** erfolgreich\n- **Remote-Hash verifiziert:** ja\n- **Working Tree:** sauber / `main...origin/main`\n\n## Services\n\n- Backend läuft aus aktuellem Stand\n- Backend PID: `679373`\n- Frontend läuft und liefert Import-Seite\n- Backend Health: `200`\n- Import-Seite Tailscale: `200`\n\n## Offene Grenzen\n\n- Upload läuft im Browser per CSV-Dateiauswahl und sendet CSV-Text an die neuen Upload-Endpunkte; echte produktive Buchungen entstehen weiterhin nur über expliziten Confirm im Review.\n- Google Drive bleibt technisch als Admin/Fallback erreichbar, ist aber nicht mehr User-Hauptworkflow.\n- Bestehende Legacy-Kandidaten wurden nicht gelöscht — nur aus User-KPIs korrekt ausgeblendet bzw. separat gezählt.\n- Kein Excel, OCR/Kamera, Portfolio-Import oder neue Importquelle gebaut."
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Update the relevant skill(s) to embed the preference so the next session starts already knowing.\n  • User corrected your workflow, approach, or sequence of steps. Encode the correction as a pitfall or explicit step in the skill that governs that class of task.\n  • Non-trivial technique, fix, workaround, debugging path, or tool-usage pattern emerged that a future session would benefit from. Capture it.\n  • A skill that got loaded or consulted this session turned out to be wrong, missing a step, or outdated. Patch it NOW.\n\nPreference order — prefer the earliest action that fits, but do pick one when a signal above fired:\n  1. UPDATE A CURRENTLY-LOADED SKILL. Look back through the conversation for skills the user loaded via /skill-name or you read via skill_view. If any of them covers the territory of the new learning, PATCH that one first. It is the skill that was in play, so it's the right one to extend.\n  2. UPDATE AN EXISTING UMBRELLA (via skills_list + skill_view). If no loaded skill fits but an existing class-level skill does, patch it. Add a subsection, a pitfall, or broaden a trigger.\n  3. ADD A SUPPORT FILE under an existing umbrella. Skills can be packaged with three kinds of support files — use the right directory per kind:\n     • `references/<topic>.md` — session-specific detail (error transcripts, reproduction recipes, provider quirks) AND condensed knowledge banks: quoted research, API docs, external authoritative excerpts, or domain notes you found while working on the problem. Write it concise and for the value of the task, not as a full mirror of upstream docs.\n     • `templates/<name>.<ext>` — starter files meant to be copied and modified (boilerplate configs, scaffolding, a known-good example the agent can `reproduce with modifications`).\n     • `scripts/<name>.<ext>` — statically re-runnable actions the skill can invoke directly (verification scripts, fixture generators, deterministic probes, anything the agent should run rather than hand-type each time).\n     Add support files via skill_manage action=write_file with file_path starting 'references/', 'templates/', or 'scripts/'. The umbrella's SKILL.md should gain a one-line pointer to any new support file so future agents know it exists.\n  4. CREATE A NEW CLASS-LEVEL UMBRELLA SKILL when no existing skill covers the class. The name MUST be at the class level. The name MUST NOT be a specific PR number, error string, feature codename, library-alone name, or 'fix-X / debug-Y / audit-Z-today' session artifact. If the proposed name only makes sense for today's task, it's wrong — fall back to (1), (2), or (3).\n\nUser-preference embedding (important): when the user expressed a style/format/workflow preference, the update belongs in the SKILL.md body, not just in memory. Memory captures 'who the user is and what the current situation and state of your operations are'; skills capture 'how to do this class of task for this user'. When they complain about how you handled a task, the skill that governs that task needs to carry the lesson.\n\nIf you notice two existing skills that overlap, note it in your reply — the background curator handles consolidation at scale.\n\nDo NOT capture (these become persistent self-imposed constraints that bite you later when the environment changes):\n  • Environment-dependent failures: missing binaries, fresh-install errors, post-migration path mismatches, 'command not found', unconfigured credentials, uninstalled packages. The user can fix these — they are not durable rules.\n  • Negative claims about tools or features ('browser tools do not work', 'X tool is broken', 'cannot use Y from execute_code'). These harden into refusals the agent cites against itself for months after the actual problem was fixed.\n  • Session-specific transient errors that resolved before the conversation ended. If retrying worked, the lesson is the retry pattern, not the original failure.\n  • One-off task narratives. A user asking 'summarize today's market' or 'analyze this PR' is not a class of work that warrants a skill.\n\nIf a tool failed because of setup state, capture the FIX (install command, config step, env var to set) under an existing setup or troubleshooting skill — never 'this tool does not work' as a standalone constraint.\n\n'Nothing to save.' is a real option but should NOT be the default. If the session ran smoothly with no corrections and produced no new technique, just say 'Nothing to save.' and stop. Otherwise, act.\n\nYou can only call memory and skill management tools. Other tools will be denied at runtime — do not attempt them."
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      "role": "tool",
      "name": "skill_view",
      "content": "{\"success\": true, \"name\": \"finance-system-architecture\", \"description\": \"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\", \"tags\": [\"finance\", \"portfolio\", \"accounting\", \"dashboard\", \"csv\", \"fx\", \"tax\", \"privacy\"], \"related_skills\": [], \"content\": \"---\\nname: finance-system-architecture\\ndescription: \\\"Design/implement the user's JARVIS Finance System: CHF ledger, portfolio accounting, dashboard, imports, reports, secrecy.\\\"\\nversion: 1.0.0\\nauthor: Hermes Agent\\nlicense: MIT\\nmetadata:\\n  hermes:\\n    tags: [finance, portfolio, accounting, dashboard, csv, fx, tax, privacy]\\n---\\n\\n# Finance System Architecture\\n\\n## 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 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 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 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.<temp_table>`. 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 <commit> -- <file>`, then separately verify whether the test matrix actually covers the promised cases.\\n- Treating provider lookup smoke-test failures as simple `not reachable` / `no candidates` when runtime keys exist. Follow `references/provider-secret-auth-debugging.md`: confirm the runtime secret file is loaded without printing values, verify OpenFIGI uses `X-OPENFIGI-APIKEY` header and FMP uses `apikey`, split network reachability from provider auth, and classify HTTP 401/403 as `auth_failed`, 429 as `rate_limited`, empty 2xx as `no_results`, and DNS/timeout as `network_error`. Do not start a new feature block until the secret/auth diagnosis is resolved.\\n- Letting multi-provider market-data integration become implicit dashboard behavior or an API-call spray. 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://<tailscale-host>:5173`, and confirm the delivered Vite client has `VITE_API_BASE_URL=http://<tailscale-host>: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- 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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      "reasoning_content": "**Creating a concise reference**\n\nI need to work on creating a reference that covers the SKILL pointer and its potential pitfalls. It seems like I might not need to rely heavily on memory for this task, so I can focus on crafting a clear and concise document. This way, I can ensure that it's both informative and easy to understand. Let's get started on making it straightforward for the user!",
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            "arguments": "{\"action\":\"write_file\",\"name\":\"finance-system-architecture\",\"file_path\":\"references/budget-import-upload-count-consistency.md\",\"file_content\":\"# Budget Import Upload UX & Candidate Count Consistency\\n\\nUse this reference when the user asks to replace Google-Drive-first Budget imports with dashboard file upload, or when Budget Import / Buchungen prüfen / Command Center candidate counts disagree.\\n\\n## User workflow\\n\\nPrimary User Mode workflow is:\\n\\n1. Upload CSV in the dashboard.\\n2. Auto-detect import profile or let the user choose one.\\n3. Show Dry Run summary only.\\n4. Create review candidates only after explicit user action.\\n5. Open Buchungen prüfen filtered by import session/source/year/status.\\n6. Confirm remains a separate Preview → Confirm → Audit action.\\n\\nSupported upload profiles for this class of Budget import work:\\n\\n- VISA CSV\\n- Migros CSV\\n- Raiffeisen CSV\\n- AKB CSV\\n\\nDo not add new import sources, OCR/camera, Excel budget-tool import, portfolio import, or automatic mass booking in this workflow unless the user explicitly opens a separate sprint.\\n\\n## Google Drive workflow placement\\n\\nGoogle Drive scanning may remain as Admin/Debug/Fallback, but not as the normal User Mode path. User-facing copy should say something like:\\n\\n- `Budget Import`\\n- `Datei hochladen → Dry Run → Kandidaten prüfen → Confirm`\\n\\nAvoid prominent User Mode language like `Google-Drive-CSV Workflow: Scan → Dry Run → Kandidaten → Review → Confirm → Audit`.\\n\\n## Count policy: one truth\\n\\nDefine and reuse one function/service for user-relevant candidate counts. Budget Übersicht, Budget Import, Buchungen prüfen, Command Center and Data Quality hints must not each hand-roll their own SQL/status filters.\\n\\nNormal user-open count includes candidates that require user decision, e.g.:\\n\\n- `pending`\\n- `auto_categorized`\\n- `needs_review`\\n- `transfer_candidate`\\n- income-like open candidates if represented in the current schema (`possible_income`, `income_candidate`)\\n\\nCount separately, not in normal open total:\\n\\n- `duplicate` / `duplicate_candidate` / `possible_duplicate`\\n- `covered_by_source` / `covered_by_migros`\\n- `already_processed`\\n- `auto_ignored_duplicate`\\n\\nExclude from User Mode open KPIs:\\n\\n- `confirmed`\\n- `ignored`\\n- `superseded`\\n- archived/reference/old-year statuses such as `archived_reference`, `reference_2025`\\n- old-year candidates when the active view is a different budget year\\n- technical import line items/detail rows\\n\\nIf the dashboard shows numbers such as Budget Import open candidates ≫ Buchungen prüfen open total, first inspect whether legacy, superseded, covered, duplicate, already-processed, import-line, or prior-year rows are being counted by one surface but not another.\\n\\n## Upload endpoint/service semantics\\n\\nA clean implementation can expose or adapt these endpoints:\\n\\n- `POST /api/budget/import/upload/preview`\\n- `POST /api/budget/import/upload/confirm-candidates`\\n- `GET /api/budget/import/sessions`\\n- `GET /api/budget/import/sessions/{id}`\\n- `GET /api/budget/transaction-candidates?import_session_id=...&source_type=...&year=...&status=open`\\n\\nSafety requirements:\\n\\n- CSV only, with a bounded file size.\\n- Known encodings only, e.g. UTF-8 BOM, CP1252, Latin-1.\\n- Do not log secret-bearing filenames or raw rows.\\n- Store temporary/archive files only under runtime, never under the repo.\\n- Use source hash/fingerprint for idempotency.\\n- Same file upload must not create duplicate candidates.\\n- Upload/preview/confirm-candidates must not create productive budget transactions.\\n\\nDry-run summaries should be aggregate-only and avoid amounts in reports/chat:\\n\\n- file/profile detected\\n- period\\n- rows total\\n- new candidates\\n- already processed\\n- possible/safe duplicates\\n- invalid rows\\n- transfer/income/expense/covered counts\\n\\n## Review deep link\\n\\nAfter candidate creation, build a direct Review link with query filters such as:\\n\\n```text\\n/planning/budget/expenses/review?import_session_id=<session>&source_type=<profile>&year=2026&budget_year=2026&status=open\\n```\\n\\nEnsure the central URL-filter composable/schema accepts `import_session_id`, and Review translates `status=open` to the shared open-count policy rather than a raw DB status.\\n\\n## UI help text\\n\\nAdd compact help/tooltip text for potentially confusing counts:\\n\\n- Offen total: candidates that still need a user decision.\\n- Review nötig: candidates without a safe category/type.\\n- Duplikate: possible duplicates, reviewed separately and not normally confirmable.\\n- Covered by Source: e.g. credit-card lines covered by a more authoritative source CSV; not counted as expense.\\n- Bereits verarbeitet: already confirmed/ignored/fingerprinted and not part of normal open work.\\n\\n## Verification checklist\\n\\nMinimum gate:\\n\\n- Backend tests for each supported profile preview.\\n- Unknown CSV returns a clear error.\\n- Reupload/idempotency test.\\n- Count-policy tests excluding confirmed/ignored/superseded/covered/old-year rows.\\n- UI tests for upload page, dry-run aggregate display, create-candidates button and Review link.\\n- Test that Google Drive import copy is no longer prominent in User Mode.\\n- Python compile, full pytest, frontend tests/build, source/build secret scans, Git-safety, browser sanity for Import/Review/Overview/Command Center, `git diff --check`, commit, push, remote hash.\\n\\n## Pitfall\\n\\nDo not validate only the new Import page. Command Center/monthly-close cards often have their own legacy SQL. Browser-sanity Command Center and compare its candidate number to the canonical summary endpoint before declaring count consistency.\\n\"}"
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            "arguments": "{\"action\":\"patch\",\"name\":\"finance-system-architecture\",\"old_string\":\"For 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\",\"new_string\":\"For 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\"}"
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            "arguments": "{\"action\":\"patch\",\"name\":\"finance-system-architecture\",\"new_string\":\"- 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\",\"old_string\":\"- 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\"}"
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              "text": "Updated the skill library.\n\n- Added `finance-system-architecture/references/budget-import-upload-count-consistency.md`\n  - Captures the dashboard CSV-upload-first Budget import workflow.\n  - Defines Google Drive as Admin/Fallback, not User Mode primary.\n  - Records the shared candidate-count policy and status exclusions.\n  - Includes upload endpoint semantics, idempotency, Review deep-link pattern, UI help text, and verification checklist.\n\n- Patched `finance-system-architecture/SKILL.md`\n  - Added a pointer to the new reference under Budget import guidance.\n  - Added a common pitfall: do not let Budget Import, Buchungen prüfen, Command Center, Budget Übersicht, and Data Quality each hand-roll separate candidate-count logic; Command Center needs explicit browser/API sanity because it can keep legacy KPI queries.\n\nNo new narrow one-off skill was created; this was folded into the existing class-level Finance System Architecture umbrella."
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