- Updated the `dashboard` function in `analyst.py` to include additional metrics for different user roles, improving data visibility for analysts, customers, advisors, and risk officers.
- Introduced a new `prepare_customer_stream` function in `customer_service.py` to facilitate streaming responses for customer interactions, enhancing the chat experience.
- Added new API endpoints in `analyst.ts` for fetching dashboard metrics and managing analyst assets, streamlining data handling and user interactions.
- Updated frontend components to support new dashboard features and asset management, ensuring a cohesive user experience across the application.
This update significantly improves the functionality and usability of the analyst and customer service features, providing users with enhanced tools for data analysis and interaction.
- Introduced new chat components including `ChatPanel` and `VisitorChatWidget` to facilitate real-time conversations for customers and visitors.
- Developed a robust chat API with endpoints for synchronous and streaming interactions, enhancing user engagement.
- Added new pages for customer interactions, including `CustomerChatPage`, `CustomerProfilePage`, `CustomerHoldingsPage`, and `CustomerTradesPage`, integrating chat capabilities seamlessly.
- Enhanced the advisor experience with the `AdvisorCustomersPage` and `RiskAlertsPage`, allowing for efficient management of customer interactions and risk alerts.
- Updated routing and state management to support new chat functionalities, ensuring a cohesive user experience across the application.
This update significantly improves the chat capabilities within the application, providing users with enhanced tools for communication and support.
- 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.
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