From 7b772494fc85ee413a29f31f1280db2ad5ae2a95 Mon Sep 17 00:00:00 2001 From: root Date: Thu, 7 May 2026 07:25:18 +0000 Subject: [PATCH] docs(chat): update capability audit status --- docs/CHAT_BOT_CAPABILITY_AUDIT.md | 16 ++++++++++------ 1 file changed, 10 insertions(+), 6 deletions(-) diff --git a/docs/CHAT_BOT_CAPABILITY_AUDIT.md b/docs/CHAT_BOT_CAPABILITY_AUDIT.md index 5fc5385..6f14593 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 | `70-75%` | Real assistant now handles profile generation plus live holding, blocker, waiting-signal, and reconciliation explanations, but it is not yet a full end-to-end execution copilot. | +| 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. | | Overall product maturity | `75-80%` | The product is functional and substantial, but not yet “quiet”, fully unified, or deeply assistant-driven. | ## What Exists Today @@ -133,6 +133,8 @@ Implemented behavior includes: - waiting/no-trade-yet signal state - main blocker - reconciliation summary +- guided `nextActions` in assistant responses +- profile-tuning recommendation flow with a reusable apply path - draft editing and apply flow in the UI - quick actions for common profile prompts @@ -153,11 +155,13 @@ Current state: - why a trade is waiting - the main blocker - reconciliation state +- chat can now recommend: + - concrete safe next actions + - a profile change draft when tuning is the most likely next step - chat is not yet deeply integrated into: - - taking corrective actions from those explanations - trade-plan creation/editing directly from assistant reasoning - post-trade review / journaling - - one-click remediation flows + - one-click remediation flows beyond profile updates Impact: @@ -249,7 +253,7 @@ Status: partially complete - [x] explain why a symbol/profile did not enter - [x] explain why an exit is blocked - [x] summarize reconciliation issues - - [ ] suggest safe next actions + - [x] suggest safe next actions 2. Feed live runtime context into `/api/chat`: - [x] holdings - [x] recent orders/history @@ -263,8 +267,8 @@ Status: partially complete - [x] `explain_waiting` - [x] `explain_blocker` - [x] `summarize_reconciliation` - - [ ] `recommend_profile_change` - - [ ] corrective action flows + - [x] `recommend_profile_change` + - [ ] corrective action flows beyond profile updates ### Phase B: Improve explanation quality outside chat