Dashboard

[theoilie]

Requirements and overview of the sequence of steps to complete for the dashboard (the first page you see after logging in):

Frontend functionality (fake data - no UI/UX)

• [ ] "All Funds" paginated table view of all funds (clicking a row navigates to the fund's view/edit page) with the ability to order them by any column:
  • Name (alphabetical)
  • AUM (assets under management) -- format with K, M, and B for thousands, millions, and billions
  • Investors (#) -- format with K and M for thousands and millions
  • Total Return ($) -- format with K, M, and B for thousands, millions, and billions
  • Total Return (%)
• [ ] "Your Funds" paginated table view of your funds (funds you're invested in or are an owner of) -- same columns as above. If you don't have any funds, then the Your Funds view should inform the user that they can create a fund below
• [ ] "Create Fund" view is a multi-step modal that walks through creating a fund with 2 assets
  • [ ] Step 1 prompts to select 2 assets to invest in and contains a brief explanation of how you can add more assets later (to start out with, the only "assets" are tokens on Ergo instead of cross-chain, but use BTC and ETH as the defaults for this demo -- it'll be easier for everyone to understand)
  • [ ] Step 2 shows a percentage next to each of the 2 assets and contains a brief explanation of how they must add up to 100% of the portfolio that the fund will invest in
  • [ ] Step 3 asks which price to buy and sell the assets at (with defaults for each) and contains a brief explanation of how the dApp will automatically buy at the buy targets and sell at the sell targets
  • [ ] Step 4 will ask for a name for the fund (defaults to "-personal") and have a submit ("Create Fund") button
  • [ ] Data from each step is saved and used when the submit button is clicked to create a fund, which the user is then redirected to in order to make more edits

UI/UX

• [ ] Informative tooltip icons (hoverable question mark icons) that clarify terms like AUM
• [ ] Clearly and concisely convey that a fund is made up of a portfolio and investors and that a user can create a fund with no other investors to act as their own personal portfolio in which only they invest
• [ ] To avoid clutter, All Funds and Your Funds should not be displayed at the same time -- use tabs (example) or something similar
• [ ] Consistent color scheme
• [ ] Smooth transition and loading effects
• [ ] Mobile view complete
• [ ] Desktop view complete

Backend (will be in a separate project, but we can track the completion of integrating with it here)

• [ ] Getting and ordering/sorting (paginated) All Funds -- unauthenticated route
  • [ ] Caching layer
• [ ] Getting and ordering/sorting (paginated) Your Funds -- authenticated route
• [ ] Checking if a fund name is unique
• [ ] Creating a fund -- validating: name uniqueness, valid assets/tokens, and portfolio % summing to 100
• [ ] All endpoints wired up

[theoilie]

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