Merged
Conversation
…settings - Add required: at least one stock, risk preference (MUST HAVE) - Add optional: company interest, holding period, analysis focus, output style - Add Phase 7 Output Style with AskUserQuestion mapping - Add API reference to docs/api/50-users/update-preferences.yml - Update validation rules and example session
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
1 participant
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Summary
Improves onboarding UX and aligns docs with the current flow.
Changes
Renamed the "Ignore" button to "Ignore for 24 hours"
Persist dismiss time in localStorage so the popup stays hidden for 24 hours across reloads and navigations
Required (MUST HAVE): At least one stock (watchlist or portfolio) and risk preference
Optional: Company interest, holding period, analysis focus, output style
Added Phase 7: Output Style with AskUserQuestion mapping (quick, summary, data, deep_dive)
Documented API reference: docs/api/50-users/update-preferences.yml
Updated validation rules, examples, and flow
Testing
[ ] Open dashboard as a user with incomplete onboarding → popup appears
[ ] Click "Ignore for 24 hours" → popup closes and does not reappear for 24 hours after refresh/navigation
[ ] Complete onboarding in chat and verify flow matches the updated docs