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docs: create epics and user stories for SurfSense 2.0
Created 4 comprehensive epics with 15 user stories total: Epic 1: Extension Core Infrastructure (Phase 1) - ✅ COMPLETED - 6 stories covering side panel, chat, context detection, DexScreener integration Epic 2: Smart Monitoring & Alerts (Phase 2) - 📋 PLANNED - 3 stories covering price alerts, whale tracking, rug pull detection Epic 3: Trading Intelligence (Phase 3) - 📋 PLANNED - 3 stories covering token analysis, entry/exit suggestions, portfolio tracking Epic 4: Content Creation & Productivity (Phase 4) - 📋 PLANNED - 3 stories covering chart capture, AI thread generation, productivity features Each story includes: - User story format (As a... I want... So that...) - Detailed acceptance criteria - Technical implementation notes - UI mockups and code examples - API endpoints needed - Files to create/modify - Testing strategy Total timeline: 8 weeks (2 weeks per phase)
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# SurfSense 2.0 - Epics & Stories
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**Project:** SurfSense Crypto Co-Pilot
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**Created:** 2026-02-01
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**Status:** Planning Complete
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---
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## Overview
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Tài liệu này tổ chức tất cả epics và user stories cho SurfSense 2.0, được chia thành 4 phases dựa trên PRD.
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---
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## Epic Summary
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| Epic | Phase | Stories | Status | Priority | Duration |
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|------|-------|---------|--------|----------|----------|
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| [Epic 1: Extension Core Infrastructure](./epic-1-extension-core-infrastructure.md) | Phase 1 | 6 | ✅ COMPLETED | P0 | 2 weeks |
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| [Epic 2: Smart Monitoring & Alerts](./epic-2-smart-monitoring-alerts.md) | Phase 2 | 3 | 📋 PLANNED | P0 | 2 weeks |
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| [Epic 3: Trading Intelligence](./epic-3-trading-intelligence.md) | Phase 3 | 3 | 📋 PLANNED | P1 | 2 weeks |
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| [Epic 4: Content Creation & Productivity](./epic-4-content-creation-productivity.md) | Phase 4 | 3 | 📋 PLANNED | P2 | 2 weeks |
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**Total:** 4 epics, 15 user stories, 8 weeks
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---
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## Phase 1: Extension Core Infrastructure ✅
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**Epic 1** - Foundation cho tất cả features
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### Stories:
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1. **Story 1.1:** Side Panel Architecture (FR-EXT-01)
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2. **Story 1.2:** AI Chat Interface Integration (FR-EXT-02)
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3. **Story 1.3:** Page Context Detection (FR-EXT-03)
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4. **Story 1.4:** DexScreener Smart Integration (FR-EXT-04)
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5. **Story 1.5:** Quick Capture (FR-EXT-05)
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6. **Story 1.6:** Settings Sync với Frontend (FR-EXT-06)
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**Key Deliverables:**
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- ✅ Chrome Side Panel working
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- ✅ AI chat interface integrated
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- ✅ Context detection for DexScreener
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- ✅ Token info card
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- ✅ Quick capture button
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- ✅ Settings sync infrastructure
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---
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## Phase 2: Smart Monitoring & Alerts 📋
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**Epic 2** - Risk protection & opportunity alerts
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### Stories:
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1. **Story 2.1:** Real-time Price Alerts (FR-EXT-07)
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2. **Story 2.2:** Whale Activity Tracker (FR-EXT-08)
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3. **Story 2.3:** Rug Pull Early Warning System (FR-EXT-09)
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**Key Deliverables:**
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- Watchlist management
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- Price/volume/liquidity alerts
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- Browser notifications
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- Whale transaction monitoring
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- Rug pull risk assessment
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- Risk score display
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**Business Value:** Risk protection = User trust
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---
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## Phase 3: Trading Intelligence 📋
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**Epic 3** - AI-powered trading insights
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### Stories:
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1. **Story 3.1:** One-Click Token Analysis (FR-EXT-10)
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2. **Story 3.2:** Smart Entry/Exit Suggestions (FR-EXT-11)
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3. **Story 3.3:** Portfolio Tracker Integration (FR-EXT-12)
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**Key Deliverables:**
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- Comprehensive token analysis
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- AI-generated summaries
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- Entry/exit suggestions
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- Risk/reward calculations
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- Wallet connection
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- Portfolio tracking
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- P&L analytics
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**Business Value:** Better decisions = Better results = Happy users
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---
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## Phase 4: Content Creation & Productivity 📋
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**Epic 4** - Tools for creators & power users
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### Stories:
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1. **Story 4.1:** Chart Screenshot with Annotations (FR-EXT-13)
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2. **Story 4.2:** AI Thread Generator (FR-EXT-14)
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3. **Story 4.3:** Quick Actions & Productivity (FR-EXT-15, 16, 17)
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**Key Deliverables:**
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- Chart capture & annotation
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- Drawing tools
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- AI thread generation
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- Context menu quick actions
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- Smart notifications
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- Keyboard shortcuts
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**Business Value:** Content creation = Viral marketing
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---
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## Implementation Roadmap
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### Week 1-2: Phase 1 ✅
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- [x] Side panel architecture
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- [x] Chat interface
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- [x] Context detection
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- [x] DexScreener integration
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- [x] Quick capture
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- [x] Settings sync
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### Week 3-4: Phase 2 (Next)
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- [ ] Watchlist & alerts
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- [ ] Whale tracker
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- [ ] Rug pull detection
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### Week 5-6: Phase 3
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- [ ] Token analysis
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- [ ] Trading suggestions
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- [ ] Portfolio tracker
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### Week 7-8: Phase 4
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- [ ] Chart capture
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- [ ] Thread generator
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- [ ] Productivity features
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---
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## Feature Responsibility Matrix
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| Feature | Extension | Frontend | Sync |
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|---------|-----------|----------|------|
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| Model Selection | 📖 Read-only | ✏️ Full control | API |
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| Search Space | 📖 Read-only | ✏️ Full control | API |
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| Chat | ✅ Full UI | ✅ Full UI | API |
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| Connectors | 📖 Use only | ✏️ Setup | API |
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| Documents | 👁️ View | ✏️ Manage | API |
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| Watchlist | ✏️ Add/Remove | ✏️ Full | Storage + API |
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| Alerts | ✏️ Basic | ✏️ Full | API |
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| Settings | 📖 Quick | ✏️ Full | API |
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**Legend:**
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- ✅ Full feature
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- ✏️ Full control
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- 📖 Read-only
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- 👁️ View only
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---
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## Technical Stack
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### Frontend (Extension)
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- **Framework:** Plasmo (React + TypeScript)
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- **UI:** @assistant-ui/react, shadcn/ui
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- **State:** Plasmo Storage, React Context
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- **APIs:** Chrome Extension APIs
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### Backend
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- **Framework:** FastAPI (Python)
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- **AI:** Gemini 1.5 Flash / GPT-4o-mini
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- **RAG:** Supabase (pgvector)
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- **Cache:** Redis
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### Data Sources
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- DexScreener API
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- DefiLlama API
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- Helius (Solana)
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- Alchemy (Ethereum)
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- RugCheck API
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- Token Sniffer
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---
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## Success Metrics
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### Phase 1 (✅ COMPLETED)
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- [x] Extension installable
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- [x] Chat works
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- [x] Context detection works
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- [x] Token card displays
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### Phase 2 (Target)
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- [ ] 100+ tokens in watchlists
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- [ ] 1000+ alerts set
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- [ ] 0 false positive rug pull warnings
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### Phase 3 (Target)
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- [ ] 500+ token analyses
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- [ ] 80%+ suggestion accuracy
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- [ ] 50+ wallets connected
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### Phase 4 (Target)
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- [ ] 100+ charts captured
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- [ ] 50+ threads generated
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- [ ] 200+ daily shortcut uses
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---
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## Next Steps
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1. ✅ **Epic 1 Complete** - Phase 1 infrastructure done
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2. 🎯 **Start Epic 2** - Begin Phase 2 implementation
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3. 📝 **Create Stories** - Break down Epic 2 into individual story files
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4. 🚀 **Sprint Planning** - Plan 2-week sprint for Phase 2
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---
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## Related Documents
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- [PRD](../_bmad-output/planning-artifacts/prd.md)
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- [Extension UX Strategy](../.gemini/antigravity/brain/02a071c7-57fc-4f43-a2e8-516ac511579a/extension-ux-integration-strategy.md)
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- [Extension Technical Spec](../.gemini/antigravity/brain/02a071c7-57fc-4f43-a2e8-516ac511579a/extension-sidepanel-technical-spec.md)
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- [Feature Brainstorming](../.gemini/antigravity/brain/02a071c7-57fc-4f43-a2e8-516ac511579a/extension-features-brainstorming.md)
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