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docs(chat): record structured insight support

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docs/CHAT_BOT_CAPABILITY_AUDIT.md
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@ -22,7 +22,7 @@ Current maturity estimate:
| Realtime web integration | `85-90%` | Socket-driven state and health flows are implemented and tested. | | 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. | | 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. | | 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. | | Overall product maturity | `75-80%` | The product is functional and substantial, but not yet “quiet”, fully unified, or deeply assistant-driven. |
## What Exists Today ## What Exists Today
@ -134,6 +134,7 @@ Implemented behavior includes:
- main blocker - main blocker
- reconciliation summary - reconciliation summary
- guided `nextActions` in assistant responses - guided `nextActions` in assistant responses
- structured `insights` / evidence blocks in assistant responses
- route-aware `quickLinks` into: - route-aware `quickLinks` into:
- Portfolio - Portfolio
- Trade Plans - Trade Plans
@ -141,6 +142,7 @@ Implemented behavior includes:
- trade-plan recommendation intent for live holdings - trade-plan recommendation intent for live holdings
- reconciliation follow-up recommendation intent - reconciliation follow-up recommendation intent
- recent-trade review intent for closed trade performance - 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 - profile-tuning recommendation flow with a reusable apply path
- draft editing and apply flow in the UI - draft editing and apply flow in the UI
- quick actions for common profile prompts - quick actions for common profile prompts