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SurfSense/_bmad-epics/README.md
API Test Bot f21e1a5b58 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)
2026-02-01 21:43:15 +07:00

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SurfSense 2.0 - Epics & Stories

Project: SurfSense Crypto Co-Pilot
Created: 2026-02-01
Status: Planning Complete

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 Priority Duration
Epic 1: Extension Core Infrastructure Phase 1 6 ✅ COMPLETED P0 2 weeks
Epic 2: Smart Monitoring & Alerts Phase 2 3 📋 PLANNED P0 2 weeks
Epic 3: Trading Intelligence Phase 3 3 📋 PLANNED P1 2 weeks
Epic 4: Content Creation & Productivity Phase 4 3 📋 PLANNED P2 2 weeks

Total: 4 epics, 15 user stories, 8 weeks

Phase 1: Extension Core Infrastructure ✅

Epic 1 - Foundation cho tất cả features

Stories:

  1. Story 1.1: Side Panel Architecture (FR-EXT-01)
  2. Story 1.2: AI Chat Interface Integration (FR-EXT-02)
  3. Story 1.3: Page Context Detection (FR-EXT-03)
  4. Story 1.4: DexScreener Smart Integration (FR-EXT-04)
  5. Story 1.5: Quick Capture (FR-EXT-05)
  6. Story 1.6: Settings Sync với Frontend (FR-EXT-06)

Key Deliverables:

  • ✅ Chrome Side Panel working
  • ✅ AI chat interface integrated
  • ✅ Context detection for DexScreener
  • ✅ Token info card
  • ✅ Quick capture button
  • ✅ Settings sync infrastructure

Phase 2: Smart Monitoring & Alerts 📋

Epic 2 - Risk protection & opportunity alerts

Stories:

  1. Story 2.1: Real-time Price Alerts (FR-EXT-07)
  2. Story 2.2: Whale Activity Tracker (FR-EXT-08)
  3. Story 2.3: Rug Pull Early Warning System (FR-EXT-09)

Key Deliverables:

  • Watchlist management
  • Price/volume/liquidity alerts
  • Browser notifications
  • Whale transaction monitoring
  • Rug pull risk assessment
  • Risk score display

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-10)
  2. Story 3.2: Smart Entry/Exit Suggestions (FR-EXT-11)
  3. Story 3.3: Portfolio Tracker Integration (FR-EXT-12)

Key Deliverables:

  • Comprehensive token analysis
  • AI-generated summaries
  • Entry/exit suggestions
  • Risk/reward calculations
  • Wallet connection
  • Portfolio tracking
  • P&L analytics

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-13)
  2. Story 4.2: AI Thread Generator (FR-EXT-14)
  3. Story 4.3: Quick Actions & Productivity (FR-EXT-15, 16, 17)

Key Deliverables:

  • Chart capture & annotation
  • Drawing tools
  • AI thread generation
  • Context menu quick actions
  • Smart notifications
  • Keyboard shortcuts

Business Value: Content creation = Viral marketing

Implementation Roadmap

Week 1-2: Phase 1 ✅

  • Side panel architecture
  • Chat interface
  • Context detection
  • DexScreener integration
  • Quick capture
  • Settings sync

Week 3-4: Phase 2 (Next)

  • Watchlist & alerts
  • Whale tracker
  • Rug pull detection

Week 5-6: Phase 3

  • Token analysis
  • Trading suggestions
  • Portfolio tracker

Week 7-8: Phase 4

  • Chart capture
  • Thread generator
  • Productivity features

Feature Responsibility Matrix

Feature Extension Frontend 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 ✏️ Add/Remove ✏️ Full Storage + API
Alerts ✏️ Basic ✏️ Full API
Settings 📖 Quick ✏️ Full API

Legend:

  • ✅ Full feature
  • ✏️ Full control
  • 📖 Read-only
  • 👁️ View only

Technical Stack

Frontend (Extension)

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

Backend

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

Data Sources

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

Success Metrics

Phase 1 (✅ COMPLETED)

  • Extension installable
  • Chat works
  • Context detection works
  • Token card displays

Phase 2 (Target)

  • 100+ tokens in watchlists
  • 1000+ alerts set
  • 0 false positive rug pull warnings

Phase 3 (Target)

  • 500+ token analyses
  • 80%+ suggestion accuracy
  • 50+ wallets connected

Phase 4 (Target)

  • 100+ charts captured
  • 50+ threads generated
  • 200+ daily shortcut uses

Next Steps

  1. ✅ Epic 1 Complete - Phase 1 infrastructure done
  2. 🎯 Start Epic 2 - Begin Phase 2 implementation
  3. 📝 Create Stories - Break down Epic 2 into individual story files
  4. 🚀 Sprint Planning - Plan 2-week sprint for Phase 2

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