From 4ab97acab7938854bd0756c7646732de39758e75 Mon Sep 17 00:00:00 2001 From: root Date: Thu, 7 May 2026 08:03:23 +0000 Subject: [PATCH] docs(chat): record structured insight support --- docs/CHAT_BOT_CAPABILITY_AUDIT.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/docs/CHAT_BOT_CAPABILITY_AUDIT.md b/docs/CHAT_BOT_CAPABILITY_AUDIT.md index 8b062d3..41a730c 100644 --- a/docs/CHAT_BOT_CAPABILITY_AUDIT.md +++ b/docs/CHAT_BOT_CAPABILITY_AUDIT.md @@ -22,7 +22,7 @@ Current maturity estimate: | Realtime web integration | `85-90%` | Socket-driven state and health flows are implemented and tested. | | Trade Plans automation | `85%` | Buy/exit automation, portfolio linkage, lifecycle toasts, and setup history are in place. | | Reconciliation / ops | `75-80%` | Strong operational depth exists, but manual-review and quarantine paths are still prominent. | -| Chat / AI assistant | `80-85%` | Real assistant now handles profile generation, runtime explanations, guided next actions, route-aware quick links, trade-plan recommendations, reconciliation follow-up, and recent-trade review, but it is not yet a full end-to-end corrective automation copilot. | +| Chat / AI assistant | `82-87%` | Real assistant now handles profile generation, runtime explanations, structured evidence, guided next actions, route-aware quick links, trade-plan recommendations, reconciliation follow-up, and recent-trade review, but it is not yet a full end-to-end corrective automation copilot. | | Overall product maturity | `75-80%` | The product is functional and substantial, but not yet “quiet”, fully unified, or deeply assistant-driven. | ## What Exists Today @@ -134,6 +134,7 @@ Implemented behavior includes: - main blocker - reconciliation summary - guided `nextActions` in assistant responses +- structured `insights` / evidence blocks in assistant responses - route-aware `quickLinks` into: - Portfolio - Trade Plans @@ -141,6 +142,7 @@ Implemented behavior includes: - trade-plan recommendation intent for live holdings - reconciliation follow-up recommendation intent - recent-trade review intent for closed trade performance +- friendlier user-facing chat error messaging for auth/network/timeout cases - profile-tuning recommendation flow with a reusable apply path - draft editing and apply flow in the UI - quick actions for common profile prompts