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Strip financial research functionality, convert to generic chatbot#2

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leifiyoo merged 1 commit intomainfrom
session/agent_ab1c7f4c-e867-43d0-b921-f7409ebad68d
Feb 14, 2026
Merged

Strip financial research functionality, convert to generic chatbot#2
leifiyoo merged 1 commit intomainfrom
session/agent_ab1c7f4c-e867-43d0-b921-f7409ebad68d

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@kilo-code-bot kilo-code-bot bot commented Feb 14, 2026

Summary

Removes all financial/market research functionality and transforms Dexter into a clean, generic AI chatbot assistant.

What was removed

Financial Tools (src/tools/finance/ - 15 files)

  • financial-search, financial-metrics, read-filings
  • prices, fundamentals, estimates, filings, insider trades
  • key ratios, news, segments, crypto, company facts, API client

Skills System (src/skills/ - 6 files)

  • DCF valuation skill with sector WACC data
  • Skill loader, registry, and types
  • Skill invocation tool (src/tools/skill.ts)

Financial Tool Descriptions (3 files)

  • financial-search.ts, financial-metrics.ts, read-filings.ts

Evaluation Suite (src/evals/ - 8 files)

  • Financial evaluation dataset (finance_agent.csv)
  • Eval UI components and runner

What was updated

Agent Prompts (src/agent/prompts.ts)

  • Removed all financial-specific instructions (financial_search preference, SEC filings, ticker references)
  • Generic assistant system prompt with web search/fetch/browser tools only

Tool Registry (src/tools/registry.ts)

  • Only registers: web_search, web_fetch, browser
  • Removed financial_search, financial_metrics, read_filings, skill tools

Tool Descriptions

  • browser.ts: Removed financial_search/read_filings references
  • web-fetch.ts: Removed financial data/SEC filings references
  • web-search.ts: Removed financial_search preference, stock/DCF references

UI Components

  • Intro.tsx: "AI-powered CLI assistant" instead of "financial research"
  • AgentEventView.tsx: Removed skill/financial_search-specific display logic

Agent Internals

  • scratchpad.ts: Removed hasExecutedSkill() method
  • tool-executor.ts: Removed skill deduplication logic

Documentation & Config

  • package.json: Updated description
  • README.md: Rewritten as generic chatbot docs (removed financial prereqs, eval section)
  • AGENTS.md: Removed financial tool/skill references
  • env.example: Removed FINANCIAL_DATASETS_API_KEY

Tests

  • cache.test.ts: Updated test data from financial examples to generic ones

Verification

  • TypeScript compilation passes (npx tsc --noEmit)
  • 22/23 tests pass (1 pre-existing WhatsApp outbound test failure unrelated to changes)
  • 51 files changed, 100 insertions, 3136 deletions

Built for 87wf9xdgz8 by Kilo for Slack

- Remove src/tools/finance/ (15 files: financial-search, financial-metrics, read-filings, prices, fundamentals, estimates, filings, insider trades, key ratios, news, segments, crypto, company facts, API client)
- Remove src/skills/ (DCF valuation skill, skill loader, registry, types)
- Remove src/tools/skill.ts (skill invocation tool)
- Remove src/evals/ (financial evaluation dataset and UI components)
- Remove financial tool descriptions (financial-search, financial-metrics, read-filings)
- Update tool registry to only include web_search, web_fetch, browser
- Update agent prompts to be generic assistant (no financial specialization)
- Update tool descriptions to remove financial tool references
- Update Intro component: 'AI-powered CLI assistant' instead of 'financial research'
- Update package.json description
- Update README.md to describe generic chatbot
- Update AGENTS.md to remove financial references
- Update env.example to remove FINANCIAL_DATASETS_API_KEY
- Clean up AgentEventView (remove skill/financial_search handling)
- Clean up scratchpad (remove hasExecutedSkill method)
- Clean up tool-executor (remove skill deduplication logic)
- Update cache tests to use generic test data
- TypeScript compilation passes, all non-pre-existing tests pass
@leifiyoo leifiyoo merged commit 4c54257 into main Feb 14, 2026
1 of 2 checks passed
@leifiyoo leifiyoo deleted the session/agent_ab1c7f4c-e867-43d0-b921-f7409ebad68d branch February 14, 2026 10:27
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