centrifuge / apps

Monorepo for Centrifuge frontends, including Centrifuge App, onboarding api, and Fabric design system.
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New fields in Pool Creation #2392

Open 0x4Graham opened 2 months ago

0x4Graham commented 2 months ago

For the following redesign of the Pool Overview page. New fields have been introduced as part of the design for the tile view.

The new fields being:

Investor Type

Add new drop down option next to Asset Class called Investor Type -> Investor type (we need a tool tip to say: who is eligible to participate): Let's make it a blank but mandatory field to start off. we can pivot to a drop down list once we know more options. Keep blank for the existing pools, we will add the data through the forms.

Minimum investment amount ~Add a required field next to Investor type called Minimum investment amount~

Short description

Within the Issuer section of creating a pool, underneath the "Description", introduce the new field: "Short description"

Target APY per tranche Next to the interest rate input in the tranche row, add a new non-required field: Target APY with the following tooltip: "The target APY for the tranche" Please note that for the Target APY is only applicable for the junior tranche where it is not possible to know the APY would be. See explanation: "In terms of what the Interest rate is, that is really the “fixed tranche interest rate”. You can see that if you create a pool, you cannot set this if the pool has 1 tranche, and you can only set this for the non junior tranches if you add more tranches. The reason is that this is the fixed yield that the tranches are getting from the underlying asset yield, and the junior tranche is always special in that it gets the residual aka all the remaining yield after all the tranches are fully paid. So for any non junior tranches, there should not actually be a target input, since we can just take the fixed yield. Note: the actual yield will be equivalent to the fixed yield of the tranche EXCEPT for any cash drag due to funds in the onchain reserve. For the junior tranches / for pools with 1 tranche, we should then have the target APY input. "

Ratings In the Pool analysis section.

Add a field for the ratings:

It will be populated on the the overview tile in the pool overview:

Image

When clicked it should open the report that is provided in the "Link to report"

&&

when you hover, get's populated by the agency

Image

sonam-jo commented 2 months ago

@0x4Graham we need to make small edits:

0x4Graham commented 2 months ago

Ticket updated 👍

0x4Graham commented 1 month ago

We missed an item here @kattylucy

The 'Investor Type', Minimum investment amount, Short description, Ratings should all be able to be edited.

kattylucy commented 1 month ago

@sophialittlejohn

sophialittlejohn commented 1 month ago

@0x4Graham Katty and I noticed that there are now at least 2 fields for minimum investment, 1 at the top of the form that is not tranche specific and one for each tranche. Does the new minimum investment field imply that it's not tranche specific anymore? I.e one minimum investment values applies to all potential tranches? If that's the case we should remove the second instance of the field in the tranche input row.

sonam-jo commented 1 month ago

I'm confused if we're talking about the Landing page or the Overview page. In either case,

In the form: We can leave the min investment per tranche (no need to add an additional field). In the UI: If there are two minimum investments with two tranches, we show both the minimums in the landing page but a range in the Overview page (similar to the APY) per the Figma

Screenshot 2024-09-12 at 11 30 21 Screenshot 2024-09-12 at 11 30 36

sophialittlejohn commented 1 month ago

@sonam-jo we're talking about the form here. So I've striked out the requirement for the additional min investment field in this ticket. Thanks for your input!