- Added new entry for "STAFF-20003" role in `jwt_service.py` to support additional user permissions.
- Revised the demo SOP documentation to reflect updated processes and clarify the presentation flow, including changes to the demo script and internal guidelines.
- Enhanced the presentation materials with a new HTML slide deck for the advisor agent demo, ensuring a cohesive visual representation of the features and capabilities.
- Updated various documentation files to align with recent changes in the advisor agent functionalities and testing baselines.
This update improves the clarity and usability of the demo materials while ensuring that the documentation accurately reflects the current state of the project.
- Added `status` query parameter to `list_sessions_api` for filtering sessions by their status (active/closed).
- Introduced `close_all_sessions_api` endpoint to allow users to close all active sessions for the current actor.
- Updated `SessionRepository` to support status filtering in session listing and implemented logic for closing active sessions.
- Improved Redis connection settings for better performance and reliability.
This update enhances the chat functionality by providing more control over session management, improving user experience and system efficiency.
- Established the P0 scaffolding for the frontend, including login, layout, and routing for four roles.
- Integrated the Customer Wealth Dashboard, Advisor Clients Dashboard, Analyst Market Dashboard, and Risk Alerts Dashboard.
- Updated the API client to support fetching customer and product data, enhancing the overall functionality of the dashboard.
- Added error handling components to improve user experience during data fetching.
- Enhanced charting capabilities using Ant Design Charts for better data visualization.
This update lays the groundwork for further development of the frontend application, ensuring a robust structure for future features and integrations.
- Enhanced AGENTS.md to include new draft specifications for market data in Phase B.
- Updated MEMORY.md with details on the C-05 market data source selection and the new API contract for v0.2.
- Introduced a new document for frontend P0 design specifications, outlining the architecture and features for the initial web application.
- Added a new document for C-05 market data source comparison, detailing the requirements and options for future data integration.
- Updated existing API contracts to reflect the latest changes and ensure consistency across documentation.
This update improves the clarity and comprehensiveness of the API documentation, supporting ongoing development efforts and future integrations.
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