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docs(chat): refresh capability audit

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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 | `75-80%` | Real assistant now handles profile generation, runtime explanations, and guided next actions, but it is not yet a full end-to-end execution/remediation copilot. | | 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. |
| 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
@ -134,18 +134,25 @@ Implemented behavior includes:
- main blocker - main blocker
- reconciliation summary - reconciliation summary
- guided `nextActions` in assistant responses - guided `nextActions` in assistant responses
- route-aware `quickLinks` into:
- Portfolio
- Trade Plans
- Settings/Admin Panel
- trade-plan recommendation intent for live holdings
- reconciliation follow-up recommendation intent
- recent-trade review intent for closed trade performance
- 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
Conclusion: Conclusion:
- this is a real assistant workflow - this is now a real runtime copilot, not only a profile generator
- but it is still mostly “profile configuration assistant”, not a broad product copilot - the remaining gap is deeper corrective/remediation automation and richer shared reasoning
## Major Gaps ## Major Gaps
### 1. Chat is not yet a full portfolio / execution / reconciliation action copilot ### 1. Chat is not yet a full corrective execution / reconciliation copilot
Current state: Current state:
@ -157,11 +164,16 @@ Current state:
- reconciliation state - reconciliation state
- chat can now recommend: - chat can now recommend:
- concrete safe next actions - concrete safe next actions
- route-aware in-app follow-up destinations
- a profile change draft when tuning is the most likely next step - a profile change draft when tuning is the most likely next step
- a Trade Plan follow-up for a live holding
- a reconciliation follow-up path
- a recent-trade review summary
- chat is not yet deeply integrated into: - chat is not yet deeply integrated into:
- trade-plan creation/editing directly from assistant reasoning - direct Trade Plan creation/editing mutations from assistant reasoning
- post-trade review / journaling - reconciliation repair actions beyond navigation/guidance
- one-click remediation flows beyond profile updates - deeper post-trade journaling / coaching
- unified explanation logic shared across all product surfaces
Impact: Impact:
@ -169,7 +181,7 @@ Impact:
Priority: Priority:
- highest - highest, but substantially improved from the previous audit
### 2. Explanation surfaces are still shallow ### 2. Explanation surfaces are still shallow