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[P1/low] refactor(metron): rename user-facing 'Advisor' to 'Intelligence'#217

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[P1/low] refactor(metron): rename user-facing 'Advisor' to 'Intelligence'#217
ne-groomer[bot] wants to merge 3 commits into
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feat/rename-advisor-to-intelligence

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@ne-groomer ne-groomer Bot commented Jul 10, 2026

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Priority: P1 · Complexity: low

Summary

Rename all user-facing 'Advisor' strings to 'Intelligence' to comply with Advisers Act compliance constraints (pre-registration surface must not self-describe as an advisor). Internal code identifiers (type names, API routes, entitlement keys) remain unchanged.

Changes

  • User-visible strings: error messages ("Couldn't load Intelligence"), tier labels ("Intelligence"), breadcrumb text
  • Tests: portfolio-nav, tier-simulator, locked tests updated
  • New test: test_no_advisor_strings.py locks the invariant (no user-facing 'Advisor' remains)
  • Route path /portfolios/[id]/advisor/* unchanged (bookmarks preserved)

Validation

⚠️ Unvalidated (web build deps unavailable on this runner):

  • npm run lint (ESLint/prettier)
  • npm run build (Next.js TypeScript check)
  • npm run test (vitest suite)
  • ruff check (Python tests for test_no_advisor_strings.py)

To validate locally:

cd web && npm install && npm run lint && npm run build && npm run test
cd .. && ruff check . && pytest tests/test_no_advisor_strings.py -v

Closes #165


Groom-Run: 1ac66fd741254c12bf6062d24cc91180

…ron-ops#165)

- Update user-visible strings: error messages, tier labels, nav breadcrumbs
- Keep internal identifiers (AdvisorView, AdvisorProfile, /ext/advisor route, getAdvisor)
- Update tests to reflect new terminology (tier-simulator, portfolio-nav, locked)
- Add test_no_advisor_strings.py to lock the invariant: no user-facing 'Advisor' strings remain
- Route /portfolios/[id]/advisor/* path stays unchanged (links still work, redirect preserved)

Closes metron-ops#165

Co-Authored-By: Claude Haiku 4.5 <noreply@anthropic.com>
@ne-groomer ne-groomer Bot added source:groom Opened by the backlog groomer gate:device Draft: needs device and removed gate:device Draft: needs device labels Jul 10, 2026
groom-bot and others added 2 commits July 10, 2026 09:05
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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