- 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.
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:
- Story 1.0: Authentication System (FR-EXT-00) - ⏳ BACKEND BLOCKER
- Story 1.1: Side Panel Architecture (FR-EXT-01) - ✅ DONE
- Story 1.2: AI Chat Interface Integration (FR-EXT-02) - ✅ DONE
- Story 1.3: Page Context Detection (FR-EXT-03) - ✅ DONE
- Story 1.4: DexScreener Smart Integration (FR-EXT-04) - ✅ DONE
- Story 1.5: Quick Capture (FR-EXT-05) - ✅ DONE
- Story 1.6: Settings Sync với Frontend (FR-EXT-06) - ⏳ BACKEND PENDING
- Story 1.7: Universal Token Search Bar (FR-EXT-07) - ✅ DONE (NEW)
- Story 1.8: Multi-Page Token Detection (FR-EXT-08) - ✅ DONE (NEW)
- 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:
- Story 2.1: Real-time Price Alerts (FR-EXT-10) - ✅ UI DONE, ⏳ API PENDING
- Story 2.2: Whale Activity Tracker (FR-EXT-11) - ✅ UI DONE, ⏳ API PENDING
- 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:
- Story 3.1: One-Click Token Analysis (FR-EXT-13) - ✅ UI DONE, ⏳ API PENDING
- Story 3.2: Smart Entry/Exit Suggestions (FR-EXT-14) - ✅ UI DONE, ⏳ API PENDING
- 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:
- Story 4.1: Chart Screenshot with Annotations (FR-EXT-16) - ✅ UI DONE
- Story 4.2: AI Thread Generator (FR-EXT-17) - ✅ UI DONE, ⏳ AI PENDING
- Story 4.3: Quick Actions Context Menu (FR-EXT-18) - ✅ UI DONE
- Story 4.4: Smart Notifications Management (FR-EXT-19) - ✅ UI DONE
- 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
-
Backend Authentication (Story 1.0)
- Cần JWT + OAuth
- Blocks: Settings sync, Chat sync, User data
-
DexScreener API Integration
- Cần real-time token data
- Blocks: All token-related features
-
Backend APIs
- Settings, Chat, Capture endpoints
- Blocks: Extension ↔ Web sync
Next Steps
- 🔴 PRIORITY: Backend Authentication - Implement Story 1.0
- 🔴 PRIORITY: DexScreener API - Replace mock data with real data
- 🔴 PRIORITY: Backend APIs - Settings, Chat, Capture endpoints
- 🟡 AI Thread Generation - Backend for Epic 4.2
- 🟡 Browser Notifications - Real-time alerts
- 🟢 Wallet Connection - Portfolio integration