Personalized Strategy Ordering Enhancement

[henrio123]

Personalized Strategy Ordering Enhancement

Objective: Enhance the user experience on https://app.sommelier.finance/ by dynamically ordering investment strategies in a manner that aligns with user preferences and engagement level. This feature aims to prioritize strategies based on newness, participation in the Sommelier Rewards program, total value locked (TVL), and user wallet contents.

Business Case

To increase user engagement and investment on the platform, strategies should be ordered by their attractiveness to users. This involves prioritizing newly launched strategies, those with high TVL, and those participating in the Sommelier Rewards program. Additionally, for users with connected wallets, strategies should further be prioritized based on the compatibility of the user’s wallet contents with strategy deposit assets.

User Cases and Technical Requirements

Use Case 1: Wallet Not Connected

1. Priority Ordering:

   • New Tag Strategies: Prioritize strategies labeled as "New", ordered by their launch date with the most recent first.
   • Sommelier Rewards Strategies: Subsequently, prioritize strategies participating in the Sommelier Rewards program, ordered by TVL, highest first.
   • TVL-Based Ordering: Finally, order remaining strategies based on TVL, with the highest amounts at the top.

2. Technical Development:

   • Implement logic within a designated module/file to define and apply the ordering rules outlined above.

Use Case 2: Wallet Connected

1. Priority Ordering:

   • Strategies should be dynamically reordered based on the user’s wallet contents. A scoring model will evaluate the user’s assets, prioritizing strategies that match the deposit assets in the user's wallet.

2. Technical Development:

   • Develop functionality to fetch and analyze all assets and their amounts from the user's connected wallet.
   • Implement a scoring model that assesses user assets against strategy deposit requirements to adjust strategy ordering outside the default logic.

Additional Considerations

• Performance: Ensure that the introduction of dynamic ordering does not significantly impact page load times or user experience.
• Scalability: Design the scoring model and ordering logic to easily accommodate new strategies and potential future enhancements, such as additional user personalization features.
• User Privacy: Maintain user privacy by ensuring that wallet analysis is conducted client-side or through secure, anonymized server-side processes.

Test Cases for Personalized Strategy Ordering Enhancement

Objective

Validate the correct implementation of the dynamic ordering feature for investment strategies based on newness, participation in the Sommelier Rewards program, total value locked (TVL), and user wallet contents.

Test Cases

Use Case 1: Wallet Not Connected

1. TC1.1 - New Tag Strategies Ordering

   • Objective: Verify that strategies with the "New" tag are prioritized at the top of the list, ordered by their launch date with the most recent first.
   • Steps: Access the page without connecting a wallet.
   • Expected Result: Strategies with the "New" tag appear first, in descending order of their launch dates.

2. TC1.2 - Sommelier Rewards Strategies Ordering

   • Objective: Ensure that after "New" tag strategies, those participating in the Sommelier Rewards program are listed next, ordered by TVL, highest first.
   • Steps: Access the page without connecting a wallet.
   • Expected Result: Strategies participating in the Sommelier Rewards program are listed after "New" tag strategies, ordered by descending TVL.

3. TC1.3 - TVL-Based Ordering for Remaining Strategies

   • Objective: Confirm that strategies not labeled as "New" or participating in the Sommelier Rewards are ordered based on TVL, with the highest amounts at the top.
   • Steps: Access the page without connecting a wallet.
   • Expected Result: Remaining strategies are listed, ordered by descending TVL.

Use Case 2: Wallet Connected

1. TC2.1 - Wallet Connection and Asset Retrieval

   • Objective: Ensure the system correctly identifies and retrieves assets and their amounts from the user's connected wallet.
   • Steps: Connect a wallet containing a variety of assets.
   • Expected Result: The system successfully fetches and lists all assets and their amounts from the connected wallet.

2. TC2.2 - Strategy Reordering Based on Wallet Contents

   • Objective: Verify that strategies are dynamically reordered based on the compatibility of the user’s wallet contents with strategy deposit assets.
   • Steps: Connect a wallet and compare the ordering of strategies before and after connection.
   • Expected Result: Strategies that match the deposit assets in the user's wallet are prioritized over others outside the default ordering logic.