From d160beadfdfbb6a36834b84b1c61ad832a4e5595 Mon Sep 17 00:00:00 2001
From: root <root@srv1491630.hstgr.cloud>
Date: Thu, 7 May 2026 07:00:03 +0000
Subject: [PATCH] docs(chat): update capability audit status

---
 docs/CHAT_BOT_CAPABILITY_AUDIT.md | 57 +++++++++++++++++++------------
 1 file changed, 36 insertions(+), 21 deletions(-)

diff --git a/docs/CHAT_BOT_CAPABILITY_AUDIT.md b/docs/CHAT_BOT_CAPABILITY_AUDIT.md
index 97a3ae4..5fc5385 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 | `60-70%` | Real assistant exists, but it is still mostly profile-generation/config assistance, not a full trading copilot. |
+| 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. |
 | Overall product maturity | `75-80%` | The product is functional and substantial, but not yet “quiet”, fully unified, or deeply assistant-driven. |
 
 ## What Exists Today
@@ -128,6 +128,11 @@ Implemented behavior includes:
 - LLM provider fallback chain
 - deterministic local fallback if AI output fails
 - profile create/update/explain intent
+- live copilot explanation intents for:
+  - current holding
+  - waiting/no-trade-yet signal state
+  - main blocker
+  - reconciliation summary
 - draft editing and apply flow in the UI
 - quick actions for common profile prompts
 
@@ -138,17 +143,21 @@ Conclusion:
 
 ## Major Gaps
 
-### 1. Chat is not yet a full portfolio / execution / reconciliation copilot
+### 1. Chat is not yet a full portfolio / execution / reconciliation action copilot
 
 Current state:
 
 - chat can generate or modify profiles
+- chat can now explain:
+  - a live holding
+  - why a trade is waiting
+  - the main blocker
+  - reconciliation state
 - chat is not yet deeply integrated into:
-  - portfolio explanation
-  - trade-fire reasoning
-  - exit-block diagnosis
-  - reconciliation guidance
-  - post-trade review
+  - taking corrective actions from those explanations
+  - trade-plan creation/editing directly from assistant reasoning
+  - post-trade review / journaling
+  - one-click remediation flows
 
 Impact:
 
@@ -233,23 +242,29 @@ Priority:
 
 ### Phase A: Make chat a real copilot
 
+Status: partially complete
+
 1. Add assistant intents for:
-   - explain current holding
-   - explain why a symbol/profile did not enter
-   - explain why an exit is blocked
-   - summarize reconciliation issues
-   - suggest safe next actions
+   - [x] explain current holding
+   - [x] explain why a symbol/profile did not enter
+   - [x] explain why an exit is blocked
+   - [x] summarize reconciliation issues
+   - [ ] suggest safe next actions
 2. Feed live runtime context into `/api/chat`:
-   - holdings
-   - active profiles
-   - recent orders
-   - recent operational events
-   - reconciliation health summary
+   - [x] holdings
+   - [x] recent orders/history
+   - [x] order failures
+   - [x] recent operational events
+   - [x] reconciliation health summary
+   - [x] profile signal/execution context
+   - [ ] deeper canonical lifecycle / trade-plan linkage
 3. Return structured action types, not only free text:
-   - `explain_position`
-   - `explain_blocker`
-   - `summarize_reconciliation`
-   - `recommend_profile_change`
+   - [x] `explain_position`
+   - [x] `explain_waiting`
+   - [x] `explain_blocker`
+   - [x] `summarize_reconciliation`
+   - [ ] `recommend_profile_change`
+   - [ ] corrective action flows
 
 ### Phase B: Improve explanation quality outside chat