Epic: Complete Features & Interface Reorganization

[Josephrp]

Type: Epic
Priority: P0 (Critical)
Labels: epic, enhancement, ui/ux, backend, frontend
Milestone: Q1-Q2 2026 (extended to include additional features)
Estimated Timeline: 26-30 weeks (updated to include additional features)

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Description

This epic addresses the remaining issues in the current development cycle, focusing on:

1. Native signature service with MetaMask integration
2. Enhanced document model with classification and compliance tracking
3. KYC requirements for different deal types
4. Generic structured investment products engine
5. Complete interface reorganization (sidebar navigation, user/admin settings)
6. Simplified investment tracking display
7. Deal-level signature and documentation tracking
8. OpenFin and CDM compliance enhancements
9. GDPR compliance with consent management and dashboard UI
10. Organization model enhancements and registration workflow
11. Bridge Builder UI for cross-chain challenge coin trading
12. Permissioned billing dashboard with cost tracking
13. Social newsfeed for Polymarket deal discovery
14. Trading interface enhancement with backtest and prediction overlays

Note:

• Rolling Credits system is ✅ Fully Implemented (CreditBalance, CreditTransaction, RollingCreditsService, CreditToken.sol contract all exist)
• Polymarket Integration is ✅ Fully Implemented (PolymarketService, MarketEvent/MarketOrder models, API routes, MarketDashboard UI all exist)
• Adaptive Pricing & Bridge Verification services are ❌ Not Implemented (services missing, mentioned in rules but don't exist)

Related Plans

• dev/EPIC_IMPLEMENTATION_PLAN.md - Overall epic plan
• dev/INTERFACE_RESTRUCTURING_PLAN.md - Interface reorganization
• dev/INVESTMENT_TRACKING_SIMPLIFICATION_PLAN.md - Investment display simplification
• dev/DEAL_SIGNATURE_DOCUMENTATION_TRACKING_PLAN.md - Deal tracking
• dev/OPENFIN_CDM_COMPLIANCE_ENHANCEMENT_PLAN.md - Compliance enhancements

Sub-Issues

Core Epic Features

• #XXX - Native Signature Service with MetaMask Integration
• #XXX - Enhanced Document Model & Documentation Requirements
• #XXX - KYC Requirements for Different Deal Types
• #XXX - Generic Structured Investment Products Engine
• #XXX - Interface Restructuring & Reorganization
• #XXX - Investment Tracking Display Simplification
• #XXX - Deal Signature & Documentation Tracking
• #XXX - OpenFin & CDM Compliance Enhancements

Additional Features

• #XXX - GDPR Compliance Complete Implementation
• #XXX - Organization Model Enhancements & Registration Workflow
• #XXX - Bridge Builder UI for Cross-Chain Trading
• #XXX - Permissioned Billing Dashboard
• #XXX - Social Newsfeed for Polymarket Deal Discovery
• #XXX - Adaptive Pricing & Bridge Credit Verification Services
• #XXX - Trading Interface Enhancement (Backtest & Prediction Overlays)

Success Criteria

1. ✅ All applications accessible from left sidebar
2. ✅ User settings accessible from username dropdown
3. ✅ Admin settings with instance/org admin distinction
4. ✅ Quick access toggles working in dashboard
5. ✅ Simplified investment metrics display
6. ✅ Signature and documentation tracking per deal
7. ✅ OpenFin and CDM compliance maintained
8. ✅ Native signature service with MetaMask integration
9. ✅ Enhanced document model with all required fields
10. ✅ KYC onboarding flow complete
11. ✅ Generic SIP engine implemented
12. ✅ GDPR compliance complete with consent management
13. ✅ Organization model enhanced with full registration fields
14. ✅ Bridge Builder UI for cross-chain trading
15. ✅ Billing dashboard with permissioned cost tracking
16. ✅ Social newsfeed for Polymarket deals
17. ✅ Rolling credits system operational (✅ Already implemented)
18. ✅ Polymarket integration complete (✅ Already implemented)
19. ✅ Adaptive pricing and bridge verification services operational
20. ✅ Trading interface enhanced with backtest and prediction overlays on main chart

Dependencies

• MetaMask wallet authentication (✅ Already implemented)
• Securitization system (✅ Already implemented)
• KYC policy engine (✅ Already implemented)
• Filing requirement chain (✅ Already implemented)
• Rolling credits system (✅ Already implemented)
• Challenge Coin NFT contract (✅ Already implemented)
• Challenge Coin services (✅ Already implemented)
• Polymarket integration (✅ Already implemented)

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Created: 2026-01-26
Status: Open