bytelyst/learning_ai_invt_trdg
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

docs(chat): update capability audit status

Browse Source
This commit is contained in:
root 2026-05-07 07:25:18 +00:00
parent 73db534d7d
commit 7b772494fc
1 changed files with 10 additions and 6 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

16
docs/CHAT_BOT_CAPABILITY_AUDIT.md
View File

@ -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 | `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. | | 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
@ -133,6 +133,8 @@ Implemented behavior includes:
- waiting/no-trade-yet signal state - waiting/no-trade-yet signal state
- main blocker - main blocker
- reconciliation summary - reconciliation summary
- guided `nextActions` in assistant responses
- 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
@ -153,11 +155,13 @@ Current state:
- why a trade is waiting - why a trade is waiting
- the main blocker - the main blocker
- reconciliation state - 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: - chat is not yet deeply integrated into:
- taking corrective actions from those explanations
- trade-plan creation/editing directly from assistant reasoning - trade-plan creation/editing directly from assistant reasoning
- post-trade review / journaling - post-trade review / journaling
- one-click remediation flows - one-click remediation flows beyond profile updates
Impact: Impact:
@ -249,7 +253,7 @@ Status: partially complete
- [x] explain why a symbol/profile did not enter - [x] explain why a symbol/profile did not enter
- [x] explain why an exit is blocked - [x] explain why an exit is blocked
- [x] summarize reconciliation issues - [x] summarize reconciliation issues
- [ ] suggest safe next actions - [x] suggest safe next actions
2. Feed live runtime context into `/api/chat`: 2. Feed live runtime context into `/api/chat`:
- [x] holdings - [x] holdings
- [x] recent orders/history - [x] recent orders/history
@ -263,8 +267,8 @@ Status: partially complete
- [x] `explain_waiting` - [x] `explain_waiting`
- [x] `explain_blocker` - [x] `explain_blocker`
- [x] `summarize_reconciliation` - [x] `summarize_reconciliation`
- [ ] `recommend_profile_change` - [x] `recommend_profile_change`
- [ ] corrective action flows - [ ] corrective action flows beyond profile updates
### Phase B: Improve explanation quality outside chat ### Phase B: Improve explanation quality outside chat