coldpass

tks18/personal-finance-etl

GitHub ↗ · How this check works

Per-setup public labels: Linux / Haiku: Didn’t work

Static status badge · SVG · read-only JSON. Embed with ![Coldpass status](https://coldpass.dev/badge/tks18--personal-finance-etl.svg).

investment-analysispersonal-financepolarsanalytics-engineeringdata-engineeringduckdb

Didn’t work

Only older checks are saved; no current product test.

Answers apply to each recorded setup, revision and operation. Earlier observations remain in Run details.

Tested on Linux
PlatformHaikuLuna
Linuxno

Linux / Haiku 5.5: no · Oct 18, 2026 · 0e5df77ddb72 · claude-code / 2.1.300 (Claude Code)
Recorded operation: limited checks

Issue
yes, not fixed yet
Our test was blocked; no repo verdict.

Safety: no observations were recorded for the selected revision. Functional results do not establish a safety result.

Repair history and test corrections
Current diagnosis: unknown · prerequisite

Prerequisite, not a repo defect: the ETL needs the user's own financial source files, config and rules, none of which exist in the guest. Config validation fails as designed.

Recorded action: Wait for the documented external prerequisite; keep partial grades.

Repair record fix-562a89666485d68dd6b0 · current status JSON. Original run outcomes remain unchanged.

Failed run: tks18/personal-finance-etl · Oct 18, 2026 · Recorded operation failed.

Repair development: tks18/personal-finance-etl · Oct 18, 2026 · Repair work (development) · not an initial-trial result.

Run details

Haiku 5.5

Native agent · Recorded operation failed

Operation / attempted scope limited checks

Agent-reported scope: Installed the package with `uv sync` and ran `shan-fin --help` and `shan-fin cli --help` (install + start). The documented ETL run (`shan-fin cli --config ... --rules ... --auto`) was attempted and fails at config validation because the user's personal source data is absent.

Run details
run
tks18--personal-finance-etl-claude-haiku-5-5-1792339369352711436
date
Oct 18, 2026
time to working
not recorded
product hosting / execution
Not recorded
recorded operation scope
limited checks
model
claude-haiku-5-5
agent / version
claude-code / 2.1.300 (Claude Code)
platform
linux
reported cost
$0.011172
Recorded source
https://github.com/tks18/personal-finance-etl
Tool transport
mcp-assigned-vm
Test version
readme-03aea4c41d53955e3723c330e9927d2a9df627f6642624cc0078a97c73a53c8a
revision
0e5df77ddb72138110b657449ca95d69aba0066d
Current diagnosis: unknown · prerequisite

Prerequisite, not a repo defect: the ETL needs the user's own financial source files, config and rules, none of which exist in the guest. Config validation fails as designed.

Recorded action: Wait for the documented external prerequisite; keep partial grades.

Repair record fix-562a89666485d68dd6b0 · current status JSON. Original run outcomes remain unchanged.

Failed run: tks18/personal-finance-etl · Oct 18, 2026 · Recorded operation failed.

Repair development: tks18/personal-finance-etl · Oct 18, 2026 · Repair work (development) · not an initial-trial result.

Fix: fix-562a89666485d68dd6b0.

Recorded blocker / warning

Step: Quick Start step 1-4: running the pipeline requires user-owned config.toml, financial_rules.toml and source data files.

No personal financial source data, config, or rules file in the guest; the ETL cannot validate.

Install / setup / connection checks
[
  {
    "status": "PASS",
    "details": {
      "working": false,
      "argv": [
        "<host-path>",
        "--help"
      ],
      "kind": "cli",
      "returncode": 0,
      "stdout": "usage: shan-fin [-h] {cli,tkinter} ...\n\nPersonal Finance Quant Engine\n\npositional arguments:\n  {cli,tkinter}  Frontend to launch\n    cli          Launch the terminal CLI\n    tkinter      Launch the Desktop GUI\n\noptions:\n  -h, --help     show this help message and exit",
      "stderr": "",
      "needs_credentials": false,
      "needs_browser": false,
      "scope": "partial: install"
    },
    "check": "install",
    "optional": false
  },
  {
    "status": "FAIL",
    "details": {
      "working": false,
      "argv": [
        "<host-path>",
        "cli",
        "--help"
      ],
      "kind": "cli",
      "returncode": 0,
      "stdout": "usage: shan-fin cli [-h] [--config CONFIG] [--rules RULES] [--snapshot]\n                    [--restore RESTORE] [--auto] [--cron] [--docs]\n\noptions:\n  -h, --help         show this help message and exit\n  --config CONFIG    Path to config.toml\n  --rules RULES      Path to rules.toml\n  --snapshot         Snapshot the DuckDB database instead of running ETL\n  --restore RESTORE  Path to backup zip file to restore (requires --config)\n  --auto             Bypass confirmation prompts and automatically start the\n                     pipeline\n  --cron             Run completely unattended and exit immediately after\n[excerpt truncated]",
      "stderr": "",
      "needs_credentials": false,
      "needs_browser": false,
      "blocker": "wrong subcommand or usage-only response: {\"returncode\": 0, \"stdout\": \"usage: shan-fin cli [-h] [--config CONFIG] [--rules RULES] [--snapshot]\\n                    [--restore RESTORE] [--auto] [--cron] [--docs]\\n\\noptions:\\n  -h, --help         show this help message and exit\\n  --config CONFIG    Path to config.toml\\n  --rules RULES      Path to rules.toml\\n  --snapshot         Snapshot the DuckDB database instead of running ETL\\n  --restore RESTORE  Path to backup zip file to restore (requires --config)\\n  --auto             Bypass confirmation prompts and automatically start the\\n                     pipeline\\n  --cron             Run completely unattended and exit immediately after\\n                     completion (implies --auto)\\n  --docs             Open the documentation and guides window, then exit\\n\", \"stderr\": \"\", \"needs_credentials\": false, \"needs_browser\": false}"
    },
    "check": "start",
    "optional": false
  }
]

Suggested next step (agent-reported): Provide SOURCE_DB_FOLDER, STATEMENTS_FOLDER, the seven reference CSVs and a financial rules TOML, then run `.venv/bin/shan-fin cli --config <config.toml> --rules <rules.toml> --auto` (or `--cron`). For a GUI-free probe, the checker can use the install/start checks in probe.json.

What the agent did

Installed the package with `uv sync` and ran `shan-fin --help` and `shan-fin cli --help` (install + start). The documented ETL run (`shan-fin cli --config ... --rules ... --auto`) was attempted and fails at config validation because the user's personal source data is absent.

cd <host-path> && ls -la && cat README.md 2>/dev/null | head -300
cd <host-path> && git log -1 --format=%H 2>/dev/null; ls .github/workflows 2>/dev/null; cat pyproject.toml 2>/dev/null | head -60; which python3 node npm uv pip 2>&1; python3 --version
cd <host-path> && grep -n -i -E "^#+ .*(install|terminal|quick|cli|run|mcp)|pip install|uv |python -m|personal-finance|pfe|```bash|```sh" README.md | head -120
cd <host-path> && sed -n 878,920p README.md; grep -n -i "uv sync\|poetry\|pip install -e\|--help\|version" README.md | head -30
cd <host-path> && cat docs/getting-started/installation.md | head -150; echo ----; cat docs/getting-started/quick-start.md | head -150
cd <host-path> && (command -v uv || (curl -LsSf https://astral.sh/uv/install.sh | sh)) 2>&1 | tail -5; export PATH=$HOME/.local/bin:$PATH; uv --version; cat .python-version; cat uv.toml
cd <host-path> && export PATH=$HOME/.local/bin:$PATH NODE_USE_ENV_PROXY=1 && timeout 900 uv sync 2>&1 | tail -30; echo EXIT=$?; ls .venv/bin | grep -i shan
cd <host-path> && <host-path> --help 2>&1 | tail -15; echo ---; <host-path> cli --help 2>&1 | tail -40
cd <host-path> && ls scripts docs; grep -rn -i "demo\|sample_data\|example" README.md docs/getting-started/*.md | head -20; grep -n "poe\|shan-fin\|pytest" poe_tasks.toml | head -30
cd <host-path> && timeout 20 .venv/bin/shan-fin cli --docs 2>&1 | tail -8; echo EXIT=$?; echo ---; timeout 60 .venv/bin/shan-fin cli --config /nonexistent/config.toml --rules /nonexistent/rules.toml --auto 2>&1 | tail -15; echo EXIT=${PIPESTATUS[0]}
cd <host-path> && printf '3\n' | timeout 60 .venv/bin/shan-fin cli --config /nonexistent/config.toml --rules /nonexistent/rules.toml --auto 2>&1 | grep -v "^\s" | head -30
cd <host-path> && mkdir -p .coldpass && cat > .coldpass/probe.json <<'EOF'
{"checks":[
  {"check":"install","kind":"cli","argv":["<host-path>"},
  {"check":"start","kind":"cli","argv":["<host-path>"}
]}
EOF
cat > .coldpass/report.json <<'EOF'
{"outcome":"blocked",
 "operation":"Installed the package with `uv sync` and ran `shan-fin --help` and `shan-fin cli --help` (install + start). The documented ETL run (`shan-fin cli --config ... --rules ... --auto`) was attempted and fails at config validation because the user's personal source data is absent.",
 "operation_scope":"Install and CLI launch verified. The ETL run needs user-owned inputs: config.toml, financial rules TOML, source DB folder, statements folder, and 7 reference CSVs (column master, MF ISIN mapping, benchmark mapping, benchmark master, macro parameters, opening balances, currency mapping). None exist in the VM. Desktop launch needs a GUI (Qt/GTK) that is not present.",
 "steps":["curl -LsSf https://astral.sh/uv/install.sh | sh (uv 0.13.1; README Install section uses pip, docs/getting-started/installation.md recommends uv sync)","uv sync (Python 3.13 managed by uv, 0 exit)","<host-path> --help","<host-path> cli --help","shan-fin cli --config /nonexistent/config.toml --rules /nonexistent/rules.toml --auto (fails: 'Critical Pipeline Failure: Financial rules config not found')"],
 "deviations":["README 'Install' says `pip install personal-finance-etl`; used the repo checkout with `uv sync` per docs/getting-started/installation.md instead. Guest python3 is 3.12.3, project requires >=3.13, so uv supplied 3.13.","`shan-fin cli --docs` and `shan-fin` desktop need Qt or GTK for pywebview/tkinter, not installed; not installed here (no browser/GUI installs attempted).","Full ETL run not executed: no user financial inputs available."],
 "stuck_step":"Quick Start step 1-4: running the pipeline requires user-owned config.toml, financial_rules.toml and source data files.",
 "main_blocker":"No personal financial source data, config, or rules file in the guest; the ETL cannot validate.",
 "suggested_fix":"Provide SOURCE_DB_FOLDER, STATEMENTS_FOLDER, the seven reference CSVs and a financial rules TOML, then run `.venv/bin/shan-fin cli --config <config.toml> --rules <rules.toml> --auto` (or `--cron`). For a GUI-free probe, the checker can use the install/start checks in probe.json."}
EOF
python3 -m json.tool .coldpass/probe.json >/dev/null && python3 -m json.tool .coldpass/report.json >/dev/null && echo JSON_OK; <env-var>=<host-path> python3 -I <host-path> --validate 2>&1 | tail -20
Repair work and diagnoses (1)

Haiku 5.5

Native agent · Repair work (development) · not an initial-trial result

Operation / attempted scope limited checks

Agent-reported scope: Installed package launcher verified (shan-fin --help, shan-fin cli --help). Attempted documented pipeline run: shan-fin cli --config ... --rules ... --auto --cron; it halts at config validation because user-owned inputs are absent.

Run details
run
tks18--personal-finance-etl-claude-haiku-5-5-1792339464905369093
date
Oct 18, 2026
time to working
not recorded
product hosting / execution
Not recorded
recorded operation scope
limited checks
model
claude-haiku-5-5
agent / version
claude-code / 2.1.300 (Claude Code)
platform
linux
reported cost
$0.013807
Recorded source
https://github.com/tks18/personal-finance-etl
Tool transport
mcp-assigned-vm
Test version
readme-a9c5a24801293d1bc58683a036cecd5a6a634837a7e401eeb21a968b8eff3fb2
revision
0e5df77ddb72138110b657449ca95d69aba0066d
Current diagnosis: unknown · prerequisite

Prerequisite, not a repo defect: the ETL needs the user's own financial source files, config and rules, none of which exist in the guest. Config validation fails as designed.

Recorded action: Wait for the documented external prerequisite; keep partial grades.

Repair record fix-562a89666485d68dd6b0 · current status JSON. Original run outcomes remain unchanged.

Failed run: tks18/personal-finance-etl · Oct 18, 2026 · Recorded operation failed.

Repair development: tks18/personal-finance-etl · Oct 18, 2026 · Repair work (development) · not an initial-trial result.

Double-checks failed run: tks18/personal-finance-etl · Oct 18, 2026.

Fix: fix-562a89666485d68dd6b0.

Recorded blocker / warning

Step: README Quick Start, steps 1-4 (docs/getting-started/quick-start.md): run the ETL with config.toml and financial_rules.toml

Prerequisite, not a repo defect: the ETL needs the user's own financial source files, config and rules, none of which exist in the guest. Config validation fails as designed.

Install / setup / connection checks
[
  {
    "status": "PASS",
    "details": {
      "working": false,
      "argv": [
        "<host-path>",
        "--help"
      ],
      "kind": "cli",
      "returncode": 0,
      "stdout": "usage: shan-fin [-h] {cli,tkinter} ...\n\nPersonal Finance Quant Engine\n\npositional arguments:\n  {cli,tkinter}  Frontend to launch\n    cli          Launch the terminal CLI\n    tkinter      Launch the Desktop GUI\n\noptions:\n  -h, --help     show this help message and exit",
      "stderr": "",
      "needs_credentials": false,
      "needs_browser": false,
      "scope": "partial: install"
    },
    "check": "install",
    "optional": false
  },
  {
    "status": "FAIL",
    "details": {
      "working": false,
      "argv": [
        "<host-path>",
        "cli",
        "--help"
      ],
      "kind": "cli",
      "returncode": 0,
      "stdout": "usage: shan-fin cli [-h] [--config CONFIG] [--rules RULES] [--snapshot]\n                    [--restore RESTORE] [--auto] [--cron] [--docs]\n\noptions:\n  -h, --help         show this help message and exit\n  --config CONFIG    Path to config.toml\n  --rules RULES      Path to rules.toml\n  --snapshot         Snapshot the DuckDB database instead of running ETL\n  --restore RESTORE  Path to backup zip file to restore (requires --config)\n  --auto             Bypass confirmation prompts and automatically start the\n                     pipeline\n  --cron             Run completely unattended and exit immediately after\n[excerpt truncated]",
      "stderr": "",
      "needs_credentials": false,
      "needs_browser": false,
      "blocker": "wrong subcommand or usage-only response: {\"returncode\": 0, \"stdout\": \"usage: shan-fin cli [-h] [--config CONFIG] [--rules RULES] [--snapshot]\\n                    [--restore RESTORE] [--auto] [--cron] [--docs]\\n\\noptions:\\n  -h, --help         show this help message and exit\\n  --config CONFIG    Path to config.toml\\n  --rules RULES      Path to rules.toml\\n  --snapshot         Snapshot the DuckDB database instead of running ETL\\n  --restore RESTORE  Path to backup zip file to restore (requires --config)\\n  --auto             Bypass confirmation prompts and automatically start the\\n                     pipeline\\n  --cron             Run completely unattended and exit immediately after\\n                     completion (implies --auto)\\n  --docs             Open the documentation and guides window, then exit\\n\", \"stderr\": \"\", \"needs_credentials\": false, \"needs_browser\": false}"
    },
    "check": "start",
    "optional": false
  }
]

Suggested next step (agent-reported): Provide a real config.toml with absolute Linux paths to SOURCE_DB_FOLDER, STATEMENTS_FOLDER and the seven CSVs, plus a financial_rules.toml, then run: .venv/bin/shan-fin cli --config /abs/config.toml --rules /abs/financial_rules.toml --auto --cron. For the desktop check, install GTK/PyGObject or Qt bindings in the guest.

What the agent did

Installed package launcher verified (shan-fin --help, shan-fin cli --help). Attempted documented pipeline run: shan-fin cli --config ... --rules ... --auto --cron; it halts at config validation because user-owned inputs are absent.

cd <host-path> && ls -la && git log --oneline -1 2>/dev/null; cat README.md 2>/dev/null | head -300
cd <host-path> && ls -la .coldpass 2>/dev/null; cat .coldpass/*.json 2>/dev/null | head -50; ls <host-path> 2>/dev/null
cd <host-path> && grep -n -i "quick start\|^## \|^### \|uv \|pip install\|python -m\|personal-finance\|\bpfe\b\|cli" README.md | sed -n '1,200p' | grep -v "^[0-9]*:  *- \[" | head -150
cd <host-path> && sed -n 880,920p README.md; echo ----; cat docs/getting-started/quick-start.md 2>/dev/null | head -200; echo ----; cat docs/getting-started/cli-and-desktop.md 2>/dev/null | head -150
cd <host-path> && cat docs/getting-started/installation.md | head -150; echo ----; ls .github/workflows scripts tests docs; echo ----; grep -n "run:" -A3 .github/workflows/*.yml | head -120
cd <host-path> && python3 --version; which uv pip3 pip; cat .python-version; grep -n "uv\|python" docs/getting-started/*.md | grep -i "uv sync\|uv run\|pip install" | head; echo ---; cat tests/config.toml | head -40; echo ---; env | grep -i "proxy\|CDP"
cd <host-path> && (command -v curl >/dev/null || sudo apt-get install -y curl >/dev/null 2>&1); curl -LsSf https://astral.sh/uv/install.sh | sh 2>&1 | tail -3; export PATH="$HOME/.local/bin:$PATH"; uv --version && uv python install 3.13 2>&1 | tail -3
cd <host-path> && export PATH="$HOME/.local/bin:$PATH" NODE_USE_ENV_PROXY=1 && uv sync 2>&1 | tail -15; ls -d .venv && .venv/bin/shan-fin --help 2>&1 | head -30
cd <host-path> && head -60 tests/run_headless.py; echo ----; cat tests/financial_rules.toml | head -20; echo ----; grep -rn "synthetic\|sample data\|demo" README.md docs --include=*.md | head
cd <host-path> && export PATH="$HOME/.local/bin:$PATH"; timeout 60 .venv/bin/shan-fin cli --docs 2>&1 | tail -5; echo "rc=$?"; echo ----; timeout 60 .venv/bin/shan-fin cli --config tests/config.toml --rules tests/financial_rules.toml --auto --cron 2>&1 | tail -8; echo "rc=${PIPESTATUS[0]}"
cd <host-path> && grep -n "checks\|\"check\"\|'check'\|def _validate\|--validate" <host-path> | head -60
sed -n 75,100p <host-path>; echo ....; sed -n 385,460p <host-path>; echo ....; sed -n 520,560p <host-path>
cd <host-path> && mkdir -p .coldpass && cat > .coldpass/probe.json <<'EOF'
{"checks":[
 {"check":"install","kind":"cli","argv":["<host-path>","expected_text":"Personal Finance Quant Engine"},
 {"check":"start","kind":"cli","argv":["<host-path>","expected_text":"--config"}
]}
EOF
cat > .coldpass/report.json <<'EOF'
{"outcome":"blocked",
 "operation":"Installed package launcher verified (shan-fin --help, shan-fin cli --help). Attempted documented pipeline run: shan-fin cli --config ... --rules ... --auto --cron; it halts at config validation because user-owned inputs are absent.",
 "operation_scope":"Partial: install and launcher start only. The ETL operation (discover, synchronize, transform, publish Gold/Meta) is not exercised; it requires the user's own config.toml, financial_rules.toml, source DB, statements folder and seven reference CSVs. Desktop (shan-fin / shan-fin-gui / shan-fin cli --docs) needs a GTK or Qt display for pywebview and is not runnable in this headless guest.",
 "steps":["Read README.md and docs/getting-started/installation.md (uv sync documented)",
  "Installed uv 0.13.1 via https://astral.sh/uv/install.sh",
  "uv python install 3.13 (project .python-version is 3.13)",
  "NODE_USE_ENV_PROXY=1 uv sync (created .venv, 3.13.16)",
  ".venv/bin/shan-fin --help (launcher lists cli and tkinter)",
  ".venv/bin/shan-fin cli --help",
  "Read docs/getting-started/quick-start.md; attempted .venv/bin/shan-fin cli --config tests/config.toml --rules tests/financial_rules.toml --auto --cron: validation reports missing paths (placeholder '...' values) and halts; exit 0"],
 "deviations":["Guest had no uv; installed it with the astral.sh installer before uv sync (installation.md names uv as the workflow).",
  "quick-start.md step 1-4 cannot run: needs user-owned config.toml, financial_rules.toml and source data. Repo tests/config.toml uses placeholder '...' paths, so it was not usable and no synthetic financial data was created.",
  "shan-fin cli --docs fails under headless guest: pywebview needs QT or GTK Python bindings (WebViewException)."],
 "stuck_step":"README Quick Start, steps 1-4 (docs/getting-started/quick-start.md): run the ETL with config.toml and financial_rules.toml",
 "main_blocker":"Prerequisite, not a repo defect: the ETL needs the user's own financial source files, config and rules, none of which exist in the guest. Config validation fails as designed.",
 "suggested_fix":"Provide a real config.toml with absolute Linux paths to SOURCE_DB_FOLDER, STATEMENTS_FOLDER and the seven CSVs, plus a financial_rules.toml, then run: .venv/bin/shan-fin cli --config /abs/config.toml --rules /abs/financial_rules.toml --auto --cron. For the desktop check, install GTK/PyGObject or Qt bindings in the guest.",
 "fault_owner":"prerequisite"}
EOF
<env-var>=<host-path> python3 -I <host-path> --validate; echo rc=$?; python3 -m json.tool .coldpass/report.json >/dev/null && echo report-ok
cd <host-path> && .venv/bin/shan-fin cli --help | grep -c -- "--config"; .venv/bin/shan-fin --help | grep -c "Personal Finance Quant Engine"; ls .coldpass