SurfSense/_bmad-epics/README.md
API Test Bot 8bc092e40e feat: add new widgets for holder analysis, live token data, price, market overview, and trending tokens
- Implemented HolderAnalysisWidget to display holder distribution and concentration risk.
- Created LiveTokenDataWidget for real-time market data including price changes and transaction activity.
- Added LiveTokenPriceWidget to show current token price and changes over various timeframes.
- Developed MarketOverviewWidget to provide a summary of market statistics and token prices.
- Introduced TrendingTokensWidget to showcase trending tokens with price changes and volume.
- Added TradingSuggestionToolUI for AI-powered trading suggestions with detailed entry, targets, and stop-loss information.
- Enhanced settings components for better user configuration options in the SurfSense Browser Extension.
2026-02-04 13:11:39 +07:00

10 KiB

SurfSense 2.0 - Epics & Stories

Project: SurfSense Crypto Co-Pilot Created: 2026-02-01 Updated: 2026-02-04 Status: 🚧 IN DEVELOPMENT


Strategy Update (2026-02-04)

Extension = Full Features (không chỉ Quick Actions)

Extension là full-featured crypto co-pilot với đầy đủ tính năng phân tích, monitoring, và trading intelligence. Web Dashboard tập trung vào settings management và detailed analytics.


Overview

Tài liệu này tổ chức tất cả epics và user stories cho SurfSense 2.0, được chia thành 4 phases dựa trên PRD.


Epic Summary

Epic Phase Stories Status Frontend Backend Priority
Epic 1: AI-Powered Crypto Assistant Phase 1 10 🚧 IN PROGRESS 100% 0% P0
Epic 2: Smart Monitoring & Alerts Phase 2 3 🚧 IN PROGRESS 100% 0% P0
Epic 3: Trading Intelligence Phase 3 3 🚧 IN PROGRESS 100% 0% P1
Epic 4: Content Creation & Productivity Phase 4 5 🚧 IN PROGRESS 100% 0% P2

Total: 4 epics, 21 user stories

🔴 BLOCKER: Backend APIs chưa được implement (Authentication, Settings, Chat sync, Data APIs)


Phase 1: AI-Powered Crypto Assistant 🚧

Epic 1 - Foundation cho tất cả features

Stories:

  1. Story 1.0: Authentication System (FR-EXT-00) - BACKEND BLOCKER
  2. Story 1.1: Side Panel Architecture (FR-EXT-01) - DONE
  3. Story 1.2: AI Chat Interface Integration (FR-EXT-02) - DONE
  4. Story 1.3: Page Context Detection (FR-EXT-03) - DONE
  5. Story 1.4: DexScreener Smart Integration (FR-EXT-04) - DONE
  6. Story 1.5: Quick Capture (FR-EXT-05) - DONE
  7. Story 1.6: Settings Sync với Frontend (FR-EXT-06) - BACKEND PENDING
  8. Story 1.7: Universal Token Search Bar (FR-EXT-07) - DONE (NEW)
  9. Story 1.8: Multi-Page Token Detection (FR-EXT-08) - DONE (NEW)
  10. Story 1.9: Floating Quick Action Button (FR-EXT-09) - DONE (NEW)

Key Deliverables:

  • Chrome Side Panel working
  • AI chat interface integrated
  • Context detection for DexScreener, Twitter, etc.
  • Token info card
  • Quick capture button
  • Universal token search
  • Multi-page token detection
  • Floating quick action button
  • Settings sync (needs backend)
  • Authentication (needs backend)

Phase 2: Smart Monitoring & Alerts 🚧

Epic 2 - Risk protection & opportunity alerts

Stories:

  1. Story 2.1: Real-time Price Alerts (FR-EXT-10) - UI DONE, API PENDING
  2. Story 2.2: Whale Activity Tracker (FR-EXT-11) - UI DONE, API PENDING
  3. Story 2.3: Rug Pull Early Warning System (FR-EXT-12) - UI DONE, API PENDING

Key Deliverables:

  • Watchlist management UI (WatchlistPanel, WatchlistWidget)
  • Alert configuration UI (AlertConfigModal, AlertWidget)
  • Whale activity UI (WhaleActivityFeed, WhaleActivityWidget)
  • Safety score display (SafetyScoreDisplay)
  • Browser notifications (needs backend)
  • Real-time data (needs DexScreener API)

Business Value: Risk protection = User trust


Phase 3: Trading Intelligence 🚧

Epic 3 - AI-powered trading insights

Stories:

  1. Story 3.1: One-Click Token Analysis (FR-EXT-13) - UI DONE, API PENDING
  2. Story 3.2: Smart Entry/Exit Suggestions (FR-EXT-14) - UI DONE, API PENDING
  3. Story 3.3: Portfolio Tracker Integration (FR-EXT-15) - UI DONE, API PENDING

Key Deliverables:

  • Token analysis UI (TokenAnalysisPanel, TokenAnalysisWidget)
  • Trading suggestions UI (TradingSuggestionPanel, TradingSuggestionWidget)
  • Portfolio UI (PortfolioPanel, PortfolioWidget)
  • AI-generated summaries (needs backend)
  • Wallet connection (needs integration)
  • Real-time P&L (needs backend)

Business Value: Better decisions = Better results = Happy users


Phase 4: Content Creation & Productivity

Epic 4 - Tools for creators & power users

Stories:

  1. Story 4.1: Chart Screenshot with Annotations (FR-EXT-16) - UI DONE
  2. Story 4.2: AI Thread Generator (FR-EXT-17) - UI DONE, AI PENDING
  3. Story 4.3: Quick Actions Context Menu (FR-EXT-18) - UI DONE
  4. Story 4.4: Smart Notifications Management (FR-EXT-19) - UI DONE
  5. Story 4.5: Keyboard Shortcuts (FR-EXT-20) - UI DONE

Key Deliverables:

  • Chart capture UI (ChartCapturePanel, ChartCaptureWidget)
  • Thread generator UI (ThreadGeneratorPanel, ThreadGeneratorWidget)
  • Context menu quick actions (background/index.ts, useContextAction hook)
  • Smart notifications UI (NotificationSettingsPanel, NotificationsList)
  • Keyboard shortcuts (4 shortcuts: Analyze, Watchlist, Capture, Portfolio)
  • AI thread generation (needs backend)

Business Value: Content creation = Viral marketing


Implementation Roadmap

Week 1-2: Phase 1 - Core Infrastructure

  • Side panel architecture
  • Chat interface
  • Context detection (DexScreener, Twitter, etc.)
  • DexScreener integration
  • Quick capture
  • Universal token search (NEW)
  • Multi-page token detection (NEW)
  • Floating quick action button (NEW)
  • Authentication (BLOCKER)
  • Settings sync API

Week 3-4: Phase 2 - Smart Monitoring

  • Watchlist UI (WatchlistPanel, WatchlistWidget)
  • Alert config UI (AlertConfigModal, AlertWidget)
  • Whale activity UI (WhaleActivityFeed, WhaleActivityWidget)
  • Safety score UI (SafetyScoreDisplay)
  • DexScreener API integration
  • Real-time price alerts
  • Browser notifications

Week 5-6: Phase 3 - Trading Intelligence

  • Token analysis UI (TokenAnalysisPanel, TokenAnalysisWidget)
  • Trading suggestions UI (TradingSuggestionPanel, TradingSuggestionWidget)
  • Portfolio UI (PortfolioPanel, PortfolioWidget)
  • AI analysis backend
  • Wallet connection
  • Real-time P&L

Week 7-8: Phase 4 - Content & Productivity

  • Chart capture UI (ChartCapturePanel, ChartCaptureWidget)
  • Thread generator UI (ThreadGeneratorPanel, ThreadGeneratorWidget)
  • Context menu quick actions
  • Smart notifications UI
  • Keyboard shortcuts (4 shortcuts)
  • AI thread generation backend

Feature Responsibility Matrix

Strategy: Extension = Full Features

Feature Extension Web Dashboard Sync
Model Selection 📖 Read-only ✏️ Full control API
Search Space 📖 Read-only ✏️ Full control API
Chat Full UI Full UI API
Connectors 📖 Use only ✏️ Setup API
Documents 👁️ View ✏️ Manage API
Watchlist Full Full API
Alerts Full Full API
Token Analysis Full Full (via chat) API
Whale Activity Full Full (via chat) API
Trading Suggestions Full Full (via chat) API
Portfolio Full Full API
Chart Capture Full N/A Local
Thread Generator Full N/A Local
Context Detection Full N/A Local
Floating Button Full N/A Local
Settings 📖 Quick ✏️ Full API
Analytics 👁️ Basic Full API

Legend:

  • Full feature
  • ✏️ Full control
  • 📖 Read-only
  • 👁️ View only
  • N/A

Technical Stack

Frontend (Extension)

  • Framework: Plasmo (React + TypeScript)
  • UI: @assistant-ui/react, shadcn/ui, Lucide icons
  • State: Plasmo Storage, React Context
  • APIs: Chrome Extension APIs (sidePanel, storage, tabs, identity)

Frontend (Web)

  • Framework: Next.js (React + TypeScript)
  • UI: shadcn/ui, @assistant-ui/react
  • State: React Context, Server Components

Backend ( PENDING)

  • Framework: FastAPI (Python)
  • AI: Gemini 1.5 Flash / GPT-4o-mini
  • RAG: Supabase (pgvector)
  • Cache: Redis

Data Sources ( PENDING)

  • DexScreener API
  • DefiLlama API
  • Helius (Solana)
  • Alchemy (Ethereum)
  • RugCheck API
  • Token Sniffer

Current Progress

Phase 1 ( 100% Frontend)

  • Extension installable
  • Chat works (mock data)
  • Context detection works
  • Token card displays
  • Universal search works
  • Multi-page detection works
  • Floating button works
  • Authentication (BACKEND)
  • Real data from APIs (BACKEND)

Phase 2 ( 100% UI)

  • Watchlist UI complete
  • Alert config UI complete
  • Whale activity UI complete
  • Safety score UI complete
  • Real-time data (BACKEND)
  • Browser notifications (BACKEND)

Phase 3 ( 100% UI)

  • Token analysis UI complete
  • Trading suggestions UI complete
  • Portfolio UI complete
  • Holder analysis widget
  • Market overview widget
  • Trending tokens widget
  • Live token price/data widgets
  • AI analysis (BACKEND)
  • Wallet connection (BACKEND)

Phase 4 ( 100% UI)

  • Chart capture UI complete
  • Thread generator UI complete
  • Context menu quick actions
  • Smart notifications UI
  • Keyboard shortcuts (4 shortcuts)
  • AI thread generation (BACKEND)

🔴 Critical Blockers

  1. Backend Authentication (Story 1.0)

    • Cần JWT + OAuth
    • Blocks: Settings sync, Chat sync, User data
  2. DexScreener API Integration

    • Cần real-time token data
    • Blocks: All token-related features
  3. Backend APIs

    • Settings, Chat, Capture endpoints
    • Blocks: Extension ↔ Web sync

Next Steps

  1. 🔴 PRIORITY: Backend Authentication - Implement Story 1.0
  2. 🔴 PRIORITY: DexScreener API - Replace mock data with real data
  3. 🔴 PRIORITY: Backend APIs - Settings, Chat, Capture endpoints
  4. 🟡 AI Thread Generation - Backend for Epic 4.2
  5. 🟡 Browser Notifications - Real-time alerts
  6. 🟢 Wallet Connection - Portfolio integration