feat: agent-powered watchlist builder with embedded chat and proposals#6
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…sages - WatchlistProposalSchema: name, sector, layers, items, reasoning - Add watchlist_proposal to WsMessageSchema for server → client proposals - Add context and activeWatchlist fields to chat_send client message to differentiate watchlist builder chat from general chat Made-with: Cursor
…ction New handleWatchlistChat function with a specialized system prompt that instructs Claude to output structured watchlist proposals as JSON blocks. The response is parsed to extract proposals (name, layers, items with tickers/descriptions/thesis/strategies) separately from the display text. System prompt uses AI Supply Chain as the gold-standard example. Made-with: Cursor
When chat_send includes context='watchlist_builder', routes to handleWatchlistChat instead of generic chat. Sends both chat_message and watchlist_proposal WS messages back to the client. Made-with: Cursor
- Add WatchlistProposal state and watchlist_proposal message handler - sendChatMessage now accepts context and activeWatchlist parameters - Add clearProposal action for dismissing proposals Made-with: Cursor
…l cards - WatchlistBuilder now has a 3-column layout: sidebar, editor, embedded chat - Agent chat sends with context='watchlist_builder' and active watchlist name - ProposalCard component renders agent-proposed watchlists with ticker table, layers preview, and Accept/Edit/Dismiss actions - "Accept & Save" creates the watchlist and saves items in one action - "Load as Draft" loads proposal items into the editor for manual tweaking - Floating chat hidden when on the watchlist builder tab (chat is embedded) - Export WatchlistProposal from shared package index Made-with: Cursor
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Summary
context='watchlist_builder'so the server knows to use the specialized watchlist-building system prompt.watchlist_proposalWS message. The client renders this as an interactive ProposalCard with Accept/Edit/Dismiss actions.Commits (5)
feat(shared): WatchlistProposal schema + context-aware chat messagesfeat(monitor): watchlist-builder chat handler with proposal extractionfeat(monitor): route watchlist_builder context to proposal handlerfeat(dashboard): watchlist proposal state + context-aware sendChatMessagefeat(dashboard): embedded agent chat in WatchlistBuilder with proposal cardsTest plan
Made with Cursor