satmachineclient/Extension-Client-Specification.md

5.1 KiB

DCA Client Extension - Technical Specification

Goal

Create a client extension that provides users with a dashboard to control and monitor their Dollar Cost Averaging (DCA) activities. This extension gives DCA clients visibility into their Bitcoin accumulation and allows them to manage their DCA preferences.

Core Functionality

User Dashboard

The client extension provides a comprehensive dashboard where DCA clients can:

  1. Monitor DCA Progress: View their Bitcoin accumulation over time
  2. Control DCA Settings: Switch between Flow Mode and Fixed Mode
  3. Track Performance: Analyze their DCA strategy effectiveness
  4. View Transaction History: See all their DCA-related transactions

Key Features

  1. DCA Mode Management

    • Switch between Flow Mode and Fixed Mode
    • Configure Fixed Mode daily limits
    • View current mode status and settings
  2. Portfolio Tracking

    • Current total satoshis accumulated
    • Average DCA rate in fiat/BTC
    • Total fiat amount invested
    • Portfolio value and performance metrics
  3. Transaction History

    • Detailed history of all DCA transactions
    • Transaction amounts, rates, and timestamps
    • Filter by date range, transaction type
    • Export functionality for record keeping
  4. Analytics Dashboard

    • Charts showing DCA progress over time
    • Average purchase price trends
    • Comparison with market price
    • Performance metrics and statistics

Technical Requirements

User Interface Components

  1. Overview Dashboard

    • Current balance display (satoshis and fiat value)
    • Total invested amount
    • Average DCA rate
    • Recent transaction summary
  2. DCA Settings Panel

    • Mode selection (Flow/Fixed)
    • Fixed mode daily limit configuration
    • DCA activation/deactivation controls
    • Settings history and changes log
  3. Analytics & Charts

    • Interactive charts for DCA progress
    • Performance comparison charts
    • Statistical summaries
    • Export functionality for data
  4. Transaction Management

    • Paginated transaction history
    • Search and filter capabilities
    • Transaction details modal
    • CSV/PDF export options

Data Integration

  • Read-only access to client's DCA data from admin extension
  • Real-time updates of transaction status
  • Integration with LNBits wallet for balance display
  • Exchange rate integration for fiat value calculations

User Experience Features

  1. Responsive Design

    • Mobile-friendly interface
    • Adaptive layouts for different screen sizes
    • Touch-friendly controls
  2. Real-time Updates

    • Live balance updates
    • Notification of new DCA transactions
    • Status indicators for system health
  3. Customization Options

    • Preferred fiat currency display
    • Chart time ranges and preferences
    • Dashboard layout customization

Data Models

Client Profile

  • Client ID (linked to LNBits user)
  • DCA preferences and settings
  • Notification preferences
  • Dashboard customization settings

DCA Transaction View

  • Transaction ID
  • Amount in satoshis
  • Fiat amount and currency
  • Exchange rate at transaction time
  • Transaction timestamp
  • Transaction type (flow/fixed/manual)
  • Status and confirmations

Performance Metrics

  • Total invested (fiat)
  • Total accumulated (satoshis)
  • Average DCA rate
  • Best/worst purchase rates
  • Time-weighted performance
  • Comparison with market benchmarks

Security & Privacy

Access Control

  • User can only access their own DCA data
  • Secure authentication via LNBits user system
  • Read-only access to prevent data manipulation

Data Protection

  • Encrypted data transmission
  • Secure storage of user preferences
  • Privacy-compliant data handling
  • Optional data anonymization for analytics

Integration Points

LNBits Core

  • User authentication and wallet integration
  • Payment processing for DCA transactions
  • Balance and transaction history access

Admin Extension

  • Read access to client's DCA data
  • Real-time updates from distribution processing
  • Settings synchronization

External Services

  • Exchange rate APIs for fiat conversions
  • Chart libraries for data visualization
  • Export services for data portability

User Workflow

Initial Setup

  1. User accesses client extension dashboard
  2. System displays current DCA status (if any)
  3. User can configure DCA preferences
  4. Dashboard shows initial balance and settings

Daily Usage

  1. User checks dashboard for latest DCA activity
  2. Views new transactions and updated metrics
  3. Optionally adjusts DCA settings
  4. Reviews performance analytics

Advanced Features

  1. Export transaction history
  2. Analyze DCA performance vs market
  3. Configure notifications and alerts
  4. Compare with DCA benchmarks

Responsive Design Requirements

  • Mobile-first approach for accessibility
  • Tablet optimization for detailed analytics
  • Desktop experience for comprehensive management
  • Cross-browser compatibility
  • Fast loading and smooth interactions

Future Enhancements

  • Social features (anonymous performance comparisons)
  • Advanced analytics and AI insights
  • Integration with external portfolio trackers
  • Mobile app development
  • Advanced notification systems