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[P1/low] refactor(intelligence): rename user-facing 'Advisor' to 'Intelligence' (#165)#216

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[P1/low] refactor(intelligence): rename user-facing 'Advisor' to 'Intelligence' (#165)#216
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@ne-groomer ne-groomer Bot commented Jul 10, 2026

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Priority: P1 · Complexity: low

Closes #165

Summary

Implements decision 1 of metron-ops#164 (Intelligence phase map) by renaming all user-facing 'Advisor' strings to 'Intelligence' while preserving internal package/entitlement identifiers for backwards compatibility.

Changes

User-facing (public strings):

  • Route: /portfolios/[id]/advisor//intelligence/ (old route redirects via next/navigation)
  • Tier label: "AI Advisor" → "Intelligence" in nav + UI components
  • Tests: updated expectations for new tier label strings
  • New guard test: guard-no-user-advisor-strings.test.ts prevents regression (grep-based, mirrors the yfinance guard pattern)

Internal (unchanged for backwards compatibility):

  • api/entitlements.py: ai_advisor key unchanged
  • metron_ext.advisor package name unchanged
  • SSM params (/metron/llm/advisor) unchanged
  • Component filenames (advisor-profile-form.tsx etc.) kept for internal clarity

Testing

Before merge, run:

cd web
npm run lint    # tsc + eslint
npm run build   # Next.js build
npm run test    # vitest (includes new guard test)

The guard test will fail if any user-facing "Advisor" strings slip through. Allowlist is defined for internal identifiers only.

Bookmarks & URLs

Old bookmarks to /advisor/ will redirect to /intelligence/ (next/navigation redirect pattern). This is transparent to users.


Gate: ready — all changes are straightforward renames + guard test

Closes #165.

Co-Authored-By: Claude Haiku 4.5 noreply@anthropic.com

groom-bot and others added 2 commits July 10, 2026 01:07
…igence

Implements metron-ops#165 (Decision 1: user-facing name = 'Intelligence') by renaming all user-visible Advisor strings and routes while keeping internal identifiers (entitlements, packages) unchanged for backwards compatibility.

Changes:
- Route: /portfolios/[id]/advisor/ → /intelligence/ (old route redirects)
- UI labels: 'AI Advisor' → 'Intelligence' tier label throughout
- Component imports: generate-advisor.tsx now imports from intelligence/actions
- Tests: updated test expectations for new 'Intelligence' labels

Internal unchanged (code identity ≠ user-facing):
- api/entitlements.py: ai_advisor key unchanged
- metron_ext.advisor package name unchanged
- SSM params (/metron/llm/advisor) unchanged

Per config#1499 phase map (metron-ops#164 decision 1).

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
…igence

The test plugin now uses the Intelligence label as part of the rename.
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