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SRS for the POC User Interface

Software Requirements Specification for the User Interface Proof of Concept

Problematic

  1. Rapid Application Development (RAD): The challenge of quickly developing user interfaces (UI) for financial services applications.

  2. Interface Needs:

  • Efficient bot automation
  • Algorithmic trading interfaces
  • Real-time data handling
  1. Goal: Create a fintech interface that supports advanced functionalities such as comprehensive data grids, interactive financial charts, and user-friendly design systems inspired by platforms like TradingView, Binance, Coinbase, and CoinMarketCap.

Business Requirement

To accelerate development processes and improve efficiency, full-stack developers need access to high-level components that can significantly speed up the development cycle. This involves creating high-level user interface components that can handle complex financial data and operations.

Functional Requirements. Core Components

  1. Grid Component

  • Editability: Users can directly edit data within the grid cells.

  • Drag and Drop: Users can reorganize columns and rows by dragging and dropping.

  • Resizable Columns: Users can adjust the width of columns for better viewing.

  • Sorting, Filtering, Grouping: Tools for organizing and analyzing data.

  • Row Selection: Support for selecting one or multiple rows for further actions.

  • Cell Formatting: Options to customize the appearance of cell data.

  • Cell Validation: Ensuring the correctness of entered data.

  • Cell Merging: Ability to merge multiple cells into one.

  • Cell Freezing: Freezing specific columns or rows for constant display.

  • Cell Tooltips: Displaying additional information on hover.

  • Cell Context Menu: Menu with functions like copy, paste, and other operations.

  • Cell Copy/Paste: Capability to copy and paste data between cells.

  • Undo/Redo: Support for undoing and redoing actions up to 5 steps.

  • Cell Formulas: Support for formulas to perform calculations within cells.

  • Cell Hyperlink: Ability to add hyperlinks in cells.

  • Cell Image: Inserting images into cells.

  • Cell Comment: Adding comments to cells.

  • Cell Data Binding: Support for binding cells to data sources.

    Example: Detailed guidance on creating and configuring grid components can be found in the Sencha Ext JS Grid Component documentation here. While this example demonstrates functional capabilities suitable for the project, a different solution is required to better align with the specific needs and technological trends.

  1. Financial Chart Component
  • Financial Charts: Includes candlestick charts and other types of financial charts.
  • Interactive Drawing Tools: Ability to draw on charts, such as trend lines and Fibonacci retracements.
  1. Design System
  • Consistent and Unified Style: Ensuring a cohesive and unified style for all components.
  • Inspired by TradingView, Binance, Coinbase, and CoinMarketCap: Utilizing best practices and ideas from these platforms.
  1. User Management
  • Admin Interface: Tools for managing users and system settings.

Non-Functional Requirements

  1. Performance
  • Page Load Speed: The time to load the main interface pages should not exceed 3 seconds under normal server load.
  • Data Handling: The system should be able to process and display large volumes of data (up to 50,000 rows in a table) without noticeable delays.
  1. Scalability
  • Grids: The grid component should support efficient management of large numbers of rows and columns.
  • Design System: Interface components should be easily scalable and reusable across different parts of the application.
  1. Reliability
  • Monitoring and Logging: Use tools like Datadog or Sentry for real-time monitoring and logging of errors.
  • Data Backup: Regular data backups to prevent information loss.
  1. Security
  • Authentication and Authorization: Support for multi-factor authentication (MFA) and role-based access control to ensure security.
  • Data Encryption: All data should be transmitted and stored in encrypted form (e.g., using HTTPS and AES).
  • Standards Compliance: The system should comply with security standards such as PCI DSS for handling payment information.
  1. Usability
  • Interface: Intuitive and user-friendly interface.
  • Documentation: Detailed documentation for users and administrators.
  • Localization: Support for multiple interface languages (e.g., English, Ukrainian).
  1. Caching
  • Feedback: Ability to leave feedback and receive support through an integrated chat or ticket system.
  • Updates: Regular system updates based on user feedback and new functional requirements.
  1. Integration
  • Monitoring and Logging: Use tools like Datadog or Sentry for real-time monitoring and logging of errors.
  • Data Backup: Regular data backups to prevent information loss.

Use Cases

  1. Dashboard Page
  • Scenario: The user navigates to the Dashboard page and sees an overview of indices and trading volumes.
  • User Action: The user can switch between different chart types (candlestick, OHLC, etc.) and use tools for annotations and drawing.
  • Expected Outcome: The user gets a clear and interactive view of current market data.
  1. Bot Page
  • Scenario: The user accesses the bot management page to configure trading bot parameters.
  • User Action: The user can set and modify bot parameters such as operating mode, risk percentage per trade, maximum losses, etc.
  • Expected Outcome: The user can efficiently manage bot parameters, adjust settings, and monitor operation logs.
  1. Settings Page
  • Scenario: The user navigates to the settings page to change application configurations.
  • User Action: The user can change the interface language, theme, and set user preferences.
  • Expected Outcome: The user customizes the application according to their preferences.
  1. Reports Page
  • Scenario: The user opens the reports page to analyze and manage financial data.
  • User Action: The user can filter, sort, and group data, as well as export reports in various formats.
  • Expected Outcome: The user receives detailed information on trades and can export data for further analysis.
  1. CoinGecko Sample Page
  • Scenario: The user views information on various cryptocurrencies.
  • User Action: The user can see the current price, market capitalization, and other metrics of cryptocurrencies.
  • Expected Outcome: The user receives up-to-date information on the cryptocurrency market.

Business Context Acceptance Criteria

  1. Rapid Development and High-Level Components:
  • Given the project setup, when a new feature is requested, then the development team should be able to prototype and implement the feature within two sprints.
  • Given a high-level component is integrated, when data types change, then the component should be easily adaptable without significant code refactoring.
  • Given the need for integration, when connecting to external systems (e.g., APIs, databases), then the system should support quick and reliable integration processes.
  1. Financial Chart Visualization:
  • Given the financial chart component, when data is loaded, then the chart should correctly display various types of financial data (e.g., candlestick, OHLC).
  • Given interactive tools, when a user annotates the chart, then the annotations should be visible and editable.
  • Given real-time data updates, when new data is received, then the chart should update without requiring a page reload.
  • Given technical indicators (e.g., TPOC, VPOC), when a user applies an indicator to a chart, then the system should accurately display and update the indicator.
  • Given different time frames (e.g., m1, m5, m15, m30, h1, h4, h12, h24, d1, d7, d30, d365), when a user selects a time frame, then the system should update the chart and analysis accordingly.
  1. Trading Bot Management:
  • Given the bot management interface, when a user sets parameters for a trading bot, then the system should save and apply these settings.
  • Given the bot status monitoring, when a bot is active, then the user should see real-time updates on the bot’s performance.
  • Given performance analysis tools, when the user reviews bot activities, then the system should provide detailed logs and metrics.
  1. Data Transactions and User-Managed Data:
  • Given the data upload feature, when a user uploads data, then the system should validate and store the data correctly.
  • Given the data download feature, when a user requests to download data, then the system should provide the data in the requested format (e.g., CSV, Excel).
  • Given data transaction capabilities, when a user performs a transaction, then the system should accurately record and reflect this in the user interface.
  1. Integration with Common Data Sources:
  • Given integration with Google Sheets, when a user imports data from Google Sheets, then the system should correctly parse and display the data.
  • Given the export functionality, when a user exports data to Google Sheets, then the data should maintain its structure and formatting.
  • Given the ability to work with various data sources, when a user integrates other tabular data, then the system should support seamless integration and display.
  1. Back-Testing:
  • Given the back-testing feature, when a user selects a strategy to back-test, then the system should simulate past performance using historical data.
  • Given the result analysis, when the back-test is complete, then the system should display detailed results, including profit/loss metrics and visual charts.
  • Given user-configurable parameters, when a user adjusts back-testing parameters, then the system should re-run the test and update the results accordingly.
  1. Real-Time News and Market Impact Analysis:
  • Given real-time news integration, when new financial news is published, then the system should display the news and analyze its potential impact on market prices.
  • Given real-time market data, when a user monitors asset prices, then the system should provide real-time updates and analysis of price movements.

Technical Context Acceptance Criteria

  1. Functional Requirements:
  • Refer to the functional requirements section for detailed criteria on features like data grid management, financial charts, user management, and data transactions.
  1. Non-functional Requirements:
  • Performance: The main pages of the interface must load within 3 seconds under normal server load conditions.
  • Scalability: The data grid must efficiently handle and display up to 50,000 rows without significant delays.
  • Reliability: The system should implement monitoring and logging mechanisms using tools like Datadog or Sentry.
  • Security: All data transmission and storage must use encryption (HTTPS, AES).
  • Usability: The user interface must be intuitive, with thorough documentation available for users and administrators. The interface should support multiple languages (e.g., English, Ukrainian).
  • Caching: Implement data caching mechanisms to reduce server load and improve application speed.
  1. Data Handling:
  • Given the need for mock data during the MVP phase, the system should seamlessly switch between mock data and real data sources once the backend is fully integrated.
  • Given different types of financial data (e.g., digital assets, real-time data), the system should support aggregation and analysis of these data types.
  1. Technical Indicators and Analysis:
  • Given technical indicators (e.g., TPOC, VPOC), when a user applies an indicator to a chart, then the system should accurately display and update the indicator.
  • Given different time frames (e.g., m1, m5, m15, m30, h1, h4, h12, h24, d1, d7, d30, d365), when a user selects a time frame, then the system should update the chart and analysis accordingly.