Trading Bot Campaign MVP PRD
1. Value Proposition
This section summarizes the confirmed target user, user problem, current situation, product value, expected outcome, and alternatives.
- Target User: AI Paper Trading campaign participants and Sorin users who want to create, inspect, and operate a paper Trading Bot that can run automated tasks, generate task-fired content, and place simulated trades.
- User Problem / JTBD: Users need one campaign-connected Trading Bot workflow where they can start a paper bot, open the bot detail chat, inspect Overview, Assets, and Automation from the bot card, review task execution records, and trace automated output back to the task that produced it.
- Current Situation: The full campaign HTML includes many competition, leaderboard, navigation, and portfolio surfaces. The confirmed PRD scope is limited to the Campaign page Trading Bot section, everything reachable after entering that Trading Bot detail workspace, and the left-sidebar Trading Bots list.
- Product Value: The feature turns the campaign Trading Bot into a traceable operating surface: users can see the live bot, read bot-generated content, open contextual drawers for bot data, inspect automation tasks and records, and understand exactly which task produced a specific fired message.
- Expected Outcome: A user can create or access a paper Trading Bot, open the campaign bot detail, switch between chat and the Overview, Assets, and Automation drawers, open execution records from a task, click View to land on the task-fired content, and click the content title to reopen Automation with the producing task highlighted.
- Alternatives: Without this flow, users would have to piece together bot status, asset state, automation history, and generated trading content from separate chat, automation, and portfolio views, making the automated decision trail hard to review.
2. Objectives
This section summarizes the confirmed user outcomes, supported workflows, product goals, measurable signals, and MVP boundaries.
- Primary user outcome: Enable the user to operate a paper Trading Bot from the Campaign page and understand the relationship between bot chat output, task records, assets, overview metadata, and automation tasks.
- Key supported user decisions, behaviors, or workflows: Start a paper bot, view the live campaign bot card, enter bot detail, read task-fired chat content, open Overview drawer, open Assets drawer, open Automation drawer, inspect task cards, open execution records, click View into fired content, click the fired content title to reopen Automation, and manage bots from the left-nav Trading Bots list.
- What users should understand, complete, compare, or improve: Users should understand the bot mandate, paper-only mode, running state, allowed markets, current paper value, task count, trade count, simulated assets, trade history, task schedule, task run history, record status, and task-to-content lineage.
- Product or business goal: Increase paper-trading campaign activation and repeated bot engagement by making automated task output inspectable, reversible to its source task, and reachable from both campaign and Trading Bots list entry points.
- Measurable success indicators: Paper bot creation completion, campaign bot card opens, detail tab usage, Overview and Assets drawer opens, Automation drawer opens, task records modal opens, View clicks from execution records, fired-content title clicks, highlighted task confirmations, pause/resume actions, and Trading Bots list pagination or card opens.
- MVP scope boundaries / non-goals: MVP is paper-trading only. Campaign requirements cover only the Trading Bot section and the detail behavior reachable from it. Leaderboard, payout, full campaign rules, unrelated portfolio pages, data feeds, customization, and non-Trading-Bot campaign areas are out of scope. Trading Bot detail opened from the left-nav list must reuse the same detail requirements documented for the Campaign Trading Bot entry and does not need a separate expanded detail specification.
3. Mockups (MVP Version)
This section includes only the user-selected static pages. Each row pairs the page screenshot or explicit visual placeholder with its confirmed PRD notes.
| Static Page / Screenshot | Description |
|---|---|
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Quick Paper Bot Setup
Page purpose: Let the user configure and create the simulated paper Trading Bot that powers the Campaign Trading Bot section.
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Quick Paper Bot Setup1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Campaign Page Trading Bot Section
Page purpose: Show the live paper Trading Bot inside the Campaign page and provide the primary entry into the campaign Trading Bot detail workspace.
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Campaign Page Trading Bot Section1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Trading Bot Detail Workspace - Chat
Page purpose: Provide the main Campaign Trading Bot detail workspace, centered on chat output from the live bot card.
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Trading Bot Detail Workspace - Chat1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Trading Bot Detail Workspace - Overview Drawer
Page purpose: Show bot identity, mandate, trading policy, custody/security, and execution routes after the user clicks Overview in the bot card.
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Trading Bot Detail Workspace - Overview Drawer1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Trading Bot Detail Workspace - Assets Drawer
Page purpose: Show current simulated asset value, holdings, chart, and trade history after the user clicks Assets in the bot card.
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Trading Bot Detail Workspace - Assets Drawer1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Trading Bot Detail Workspace - Automation Drawer
Page purpose: Show automation tasks for the selected Trading Bot after the user clicks Automation in the bot card.
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Trading Bot Detail Workspace - Automation Drawer1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Automation Task Records Modal
Page purpose: Show execution history for a selected automation task and provide View links into the task-fired content.
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Automation Task Records Modal1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Task Fired Content From Records View
Page purpose: Show the chat content automatically fired by an automation task after the user clicks View in the records modal.
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Task Fired Content From Records View1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Fired Content Title Opens Automation Highlight
Page purpose: Show the Automation drawer automatically opening and highlighting the source task after the user clicks the fired-content title.
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Fired Content Title Opens Automation Highlight1. Changes
2. Current Page Functions
3. Interaction & Navigation
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Left Navigation Trading Bots List
Page purpose: Show all Trading Bots reachable from the left sidebar and let the user control or enter a bot using the same detail requirements as the Campaign entry.
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Left Navigation Trading Bots List1. Changes
2. Current Page Functions
3. Interaction & Navigation
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