Initial commit: add .gitignore and README
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defiQUG
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.gitignore
vendored
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49
.gitignore
vendored
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# Dependencies
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node_modules/
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.pnpm-store/
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vendor/
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|
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# Package manager lock files (optional: uncomment to ignore)
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# package-lock.json
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# yarn.lock
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# Environment and secrets
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.env
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.env.local
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.env.*.local
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*.env.backup
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.env.backup.*
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# Logs and temp
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*.log
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logs/
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*.tmp
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*.temp
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*.tmp.*
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# OS
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.DS_Store
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Thumbs.db
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# IDE
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.vscode/
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.idea/
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*.swp
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*.swo
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*~
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# Build / output
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dist/
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build/
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.next/
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out/
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*.pyc
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__pycache__/
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.eggs/
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*.egg-info/
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.coverage
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htmlcov/
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# Optional
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.reports/
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reports/
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666
README.md
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README.md
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# DBIS Portal
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**Status**: 🚧 **Placeholder - Under Planning**
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**Monorepo Structure**: This project will be integrated as a submodule in the `dbis_monorepo` monorepository (when implemented) under `apps/dbis-portal`.
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**Note**: `dbis_monorepo` is currently a placeholder. Integration will occur when the monorepo is implemented.
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---
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## Overview
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DBIS Portal is a comprehensive web-based portal application that provides user interfaces for DBIS services, member bank operations, administrative functions, and public-facing information. It serves as the primary interface for users interacting with the DBIS ecosystem.
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---
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## Purpose
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The DBIS Portal provides:
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- **Member Bank Portal**: Banking operations interface for member institutions
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- **Administrative Portal**: System administration and management interfaces
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- **Public Portal**: Public-facing information and documentation
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- **Service Management**: Service provisioning and management UI
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- **Integration Hub**: Unified interface for all DBIS services
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---
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## Target Users
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### Member Banks (Sovereign Central Banks)
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- Account management
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- Payment initiation and tracking
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- FX trading interface
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- CBDC wallet management
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- Transaction history and reporting
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- Compliance reporting
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### System Administrators
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- User and role management
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- System configuration
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- Monitoring dashboards
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- Compliance monitoring
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- Risk management interfaces
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- Audit log access
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### Public Users
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- Service information
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- Documentation access
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- API documentation
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- System status pages
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- Registration and onboarding
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---
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## Architecture (Planned)
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### Frontend Architecture
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```
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┌─────────────────────────────────────────────────────┐
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│ DBIS Portal Application │
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├─────────────────────────────────────────────────────┤
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│ │
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│ ┌──────────────┐ ┌──────────────┐ ┌───────────┐ │
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│ │ Public │ │ Member │ │ Admin │ │
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│ │ Portal │ │ Portal │ │ Portal │ │
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│ └──────┬───────┘ └──────┬───────┘ └─────┬─────┘ │
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│ │ │ │ │
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│ └─────────────────┼─────────────────┘ │
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│ │ │
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│ ┌────────────▼────────────┐ │
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│ │ Shared Components │ │
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│ │ - Layout │ │
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│ │ - Navigation │ │
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│ │ - Auth │ │
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│ │ - API Clients │ │
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│ └────────────┬────────────┘ │
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│ │ │
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│ ┌────────────▼────────────┐ │
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│ │ API Integration Layer │ │
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│ │ - dbis_core API │ │
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│ │ - Blockchain API │ │
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│ │ - Documentation API │ │
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│ └─────────────────────────┘ │
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│ │
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└─────────────────────────────────────────────────────┘
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```
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|
||||
---
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## Technology Stack (Planned)
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### Frontend Framework
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- **Next.js 14+** (React + TypeScript)
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- **App Router**: Next.js App Router for modern routing
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- **Server Components**: For optimal performance
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- **Server Actions**: For form handling and mutations
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### UI Framework
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- **TailwindCSS**: Utility-first CSS framework
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- **shadcn/ui**: High-quality React components
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- **Radix UI**: Accessible component primitives
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- **Framer Motion**: Animations and transitions
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### State Management
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- **TanStack Query (React Query)**: Server state management
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- **Zustand**: Client state management (if needed)
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- **React Context**: Theme and global state
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### Data Fetching
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- **GraphQL**: For dbis_core GraphQL API
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- **REST API**: For other services
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- **WebSockets**: For real-time updates
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- **Server Actions**: For mutations
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### Authentication & Authorization
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- **NextAuth.js**: Authentication framework
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- **JWT**: Token-based authentication
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- **RBAC**: Role-based access control
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- **Integration**: With dbis_core auth system
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### Form Handling
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- **React Hook Form**: Form state management
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- **Zod**: Schema validation
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- **Server Actions**: Form submissions
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|
||||
---
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||||
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## Project Structure (Planned)
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```
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dbis_portal/
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├── src/
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│ ├── app/ # Next.js App Router
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│ │ ├── (public)/ # Public routes
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│ │ │ ├── page.tsx # Landing page
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│ │ │ ├── docs/ # Documentation
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│ │ │ ├── api-docs/ # API documentation
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│ │ │ └── status/ # Status page
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│ │ ├── (member)/ # Member bank portal
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│ │ │ ├── dashboard/ # Member dashboard
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│ │ │ ├── accounts/ # Account management
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│ │ │ ├── payments/ # Payment operations
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│ │ │ ├── fx/ # FX trading
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│ │ │ ├── cbdc/ # CBDC wallet
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│ │ │ └── reports/ # Reports and analytics
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│ │ ├── (admin)/ # Administrative portal
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│ │ │ ├── dashboard/ # Admin dashboard
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│ │ │ ├── users/ # User management
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│ │ │ ├── monitoring/ # System monitoring
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│ │ │ ├── compliance/ # Compliance monitoring
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│ │ │ └── settings/ # System settings
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│ │ ├── api/ # API routes
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│ │ │ ├── auth/ # Authentication routes
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│ │ │ └── webhook/ # Webhook handlers
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│ │ ├── layout.tsx # Root layout
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│ │ └── page.tsx # Home page
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│ ├── components/ # React components
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│ │ ├── ui/ # UI components (shadcn/ui)
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│ │ ├── layout/ # Layout components
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│ │ ├── member/ # Member portal components
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│ │ ├── admin/ # Admin portal components
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│ │ ├── public/ # Public portal components
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│ │ └── shared/ # Shared components
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│ ├── lib/ # Utilities and helpers
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│ │ ├── api/ # API client functions
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│ │ ├── auth/ # Authentication utilities
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│ │ ├── utils/ # Utility functions
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│ │ └── validations/ # Validation schemas (Zod)
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│ ├── hooks/ # Custom React hooks
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│ ├── types/ # TypeScript types
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│ ├── styles/ # Global styles
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│ └── config/ # Configuration
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├── public/ # Static assets
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│ ├── images/
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│ ├── icons/
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│ └── fonts/
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├── docs/ # Documentation
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||||
│ ├── architecture/ # Architecture docs
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│ ├── development/ # Development guides
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│ └── deployment/ # Deployment guides
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├── tests/ # Tests
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│ ├── unit/ # Unit tests
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│ ├── integration/ # Integration tests
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│ └── e2e/ # E2E tests (Playwright)
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├── .env.example # Environment variables template
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├── next.config.js # Next.js configuration
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├── tailwind.config.js # TailwindCSS configuration
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├── tsconfig.json # TypeScript configuration
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└── package.json # Dependencies
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```
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---
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## Features (Planned)
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### Public Portal Features
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- ✅ Landing page with service information
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- ✅ Documentation browser
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- ✅ API documentation (interactive)
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- ✅ System status dashboard
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- ✅ Registration and onboarding flow
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- ✅ Contact and support information
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### Member Bank Portal Features
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- ✅ **Dashboard**: Overview of accounts, recent transactions, alerts
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- ✅ **Account Management**:
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- Multi-asset account views
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- Account balances and history
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- Account configuration
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- ✅ **Payment Operations**:
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- Payment initiation
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- Payment tracking
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- Payment history
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- Bulk payment processing
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- ✅ **FX Trading**:
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- Real-time FX rates
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- FX trade execution
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- Trade history
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- Position management
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- ✅ **CBDC Wallet**:
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- CBDC balance management
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- Transfer operations
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- Transaction history
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- Wallet configuration
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||||
- ✅ **Reports & Analytics**:
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- Transaction reports
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- Compliance reports
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- Financial statements
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- Custom report builder
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||||
### Administrative Portal Features
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- ✅ **User Management**:
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- User creation and management
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- Role assignment
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- Permission management
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- Audit trail
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||||
- ✅ **System Monitoring**:
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- System health dashboards
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- Performance metrics
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- Error tracking
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||||
- Service status
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||||
- ✅ **Compliance Monitoring**:
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- Compliance dashboard
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- Alert management
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||||
- Regulatory reporting
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- Audit logs
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||||
- ✅ **Risk Management**:
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- Risk dashboard
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- Risk metrics
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||||
- Alert configuration
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||||
- Risk reports
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||||
- ✅ **Configuration**:
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||||
- System settings
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||||
- Feature flags
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||||
- Integration configuration
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||||
- Notification settings
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||||
|
||||
---
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||||
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## API Integration
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### dbis_core Integration
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```typescript
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// API client for dbis_core
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import { DBISCoreClient } from '@dbis/api-client/core';
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const client = new DBISCoreClient({
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baseUrl: process.env.NEXT_PUBLIC_DBIS_CORE_API_URL,
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authToken: await getAuthToken()
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});
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// Fetch accounts
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const accounts = await client.accounts.list();
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|
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// Initiate payment
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const payment = await client.payments.create({
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from: 'account-123',
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to: 'account-456',
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amount: 1000,
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currency: 'USD'
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||||
});
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||||
```
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|
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### Blockchain Integration
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|
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```typescript
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// API client for blockchain (smom-dbis-138)
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import { BlockchainClient } from '@dbis/api-client/blockchain';
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const blockchain = new BlockchainClient({
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rpcUrl: process.env.NEXT_PUBLIC_BLOCKCHAIN_RPC_URL,
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chainId: 138
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});
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// Get transaction status
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const tx = await blockchain.getTransaction(txHash);
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// Get account balance
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const balance = await blockchain.getBalance(address);
|
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```
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### Real-Time Updates
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|
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```typescript
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// WebSocket connection for real-time updates
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import { useDBISWebSocket } from '@/hooks/use-dbis-websocket';
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|
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function PaymentTracker({ paymentId }) {
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const { payment, status } = useDBISWebSocket(`payments/${paymentId}`);
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|
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return <div>Status: {status}</div>;
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}
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Authentication & Authorization
|
||||
|
||||
### Authentication Flow
|
||||
|
||||
1. **Login**: User authenticates via NextAuth.js
|
||||
2. **Token Management**: JWT tokens stored securely
|
||||
3. **Session Management**: Server-side session handling
|
||||
4. **Multi-Factor Authentication**: Support for MFA
|
||||
|
||||
### Authorization
|
||||
|
||||
- **Role-Based Access Control (RBAC)**:
|
||||
- Public users
|
||||
- Member bank users
|
||||
- System administrators
|
||||
- Super administrators
|
||||
|
||||
- **Permission-Based Access**:
|
||||
- Fine-grained permissions
|
||||
- Feature-level access control
|
||||
- API-level permissions
|
||||
|
||||
### Integration
|
||||
|
||||
```typescript
|
||||
// Authentication middleware
|
||||
import { withAuth } from '@/lib/auth/middleware';
|
||||
|
||||
export const middleware = withAuth({
|
||||
publicRoutes: ['/', '/docs', '/status'],
|
||||
memberRoutes: ['/member'],
|
||||
adminRoutes: ['/admin']
|
||||
});
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Deployment (Planned)
|
||||
|
||||
### Infrastructure
|
||||
|
||||
- **Hosting**: Next.js can deploy to:
|
||||
- Vercel (recommended for Next.js)
|
||||
- Azure Static Web Apps
|
||||
- Kubernetes (AKS)
|
||||
- Docker containers
|
||||
|
||||
### Environment Variables
|
||||
|
||||
```env
|
||||
# API Endpoints
|
||||
NEXT_PUBLIC_DBIS_CORE_API_URL=https://api.dbis.local
|
||||
NEXT_PUBLIC_BLOCKCHAIN_RPC_URL=https://rpc.dbis.local
|
||||
NEXT_PUBLIC_DOCS_API_URL=https://docs.dbis.local
|
||||
|
||||
# Authentication
|
||||
NEXTAUTH_URL=https://portal.dbis.local
|
||||
NEXTAUTH_SECRET=your-secret-key
|
||||
NEXT_PUBLIC_AUTH_PROVIDER=dbis-core
|
||||
|
||||
# Feature Flags
|
||||
NEXT_PUBLIC_ENABLE_FX_TRADING=true
|
||||
NEXT_PUBLIC_ENABLE_CBDC_WALLET=true
|
||||
|
||||
# Analytics (optional)
|
||||
NEXT_PUBLIC_ANALYTICS_ID=your-analytics-id
|
||||
```
|
||||
|
||||
### Deployment Methods
|
||||
|
||||
**Option 1: Vercel (Recommended)**
|
||||
```bash
|
||||
vercel deploy
|
||||
```
|
||||
|
||||
**Option 2: Docker**
|
||||
```bash
|
||||
docker build -t dbis-portal .
|
||||
docker run -p 3000:3000 dbis-portal
|
||||
```
|
||||
|
||||
**Option 3: Kubernetes**
|
||||
```bash
|
||||
kubectl apply -f k8s/
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Development (Planned)
|
||||
|
||||
### Prerequisites
|
||||
|
||||
- Node.js >= 18.0.0
|
||||
- pnpm >= 8.0.0 (recommended) or npm/yarn
|
||||
- Access to dbis_core API (for development)
|
||||
|
||||
### Setup
|
||||
|
||||
```bash
|
||||
# Clone repository (or as submodule)
|
||||
git clone <repository-url>
|
||||
cd dbis_portal
|
||||
|
||||
# Or as submodule in dbis_monorepo
|
||||
cd dbis_monorepo/apps/dbis-portal
|
||||
|
||||
# Install dependencies
|
||||
pnpm install
|
||||
|
||||
# Set up environment variables
|
||||
cp .env.example .env.local
|
||||
# Edit .env.local with your configuration
|
||||
|
||||
# Run development server
|
||||
pnpm dev
|
||||
|
||||
# Build for production
|
||||
pnpm build
|
||||
|
||||
# Start production server
|
||||
pnpm start
|
||||
```
|
||||
|
||||
### Development Commands
|
||||
|
||||
```bash
|
||||
# Development server
|
||||
pnpm dev
|
||||
|
||||
# Build
|
||||
pnpm build
|
||||
|
||||
# Type checking
|
||||
pnpm type-check
|
||||
|
||||
# Linting
|
||||
pnpm lint
|
||||
|
||||
# Formatting
|
||||
pnpm format
|
||||
|
||||
# Testing
|
||||
pnpm test # Unit tests
|
||||
pnpm test:e2e # E2E tests
|
||||
pnpm test:coverage # Coverage report
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Testing Strategy (Planned)
|
||||
|
||||
### Unit Tests
|
||||
- Component tests (React Testing Library)
|
||||
- Utility function tests (Jest/Vitest)
|
||||
- Hook tests
|
||||
|
||||
### Integration Tests
|
||||
- API integration tests
|
||||
- Authentication flow tests
|
||||
- Payment flow tests
|
||||
|
||||
### E2E Tests
|
||||
- User workflows (Playwright)
|
||||
- Critical user journeys
|
||||
- Cross-browser testing
|
||||
|
||||
### Test Structure
|
||||
|
||||
```
|
||||
tests/
|
||||
├── unit/
|
||||
│ ├── components/
|
||||
│ ├── lib/
|
||||
│ └── hooks/
|
||||
├── integration/
|
||||
│ ├── api/
|
||||
│ └── flows/
|
||||
└── e2e/
|
||||
├── member-portal.spec.ts
|
||||
├── admin-portal.spec.ts
|
||||
└── public-portal.spec.ts
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Performance Optimization (Planned)
|
||||
|
||||
### Next.js Optimizations
|
||||
- Server Components for reduced client bundle
|
||||
- Image optimization
|
||||
- Code splitting
|
||||
- Route prefetching
|
||||
- Static generation where possible
|
||||
|
||||
### API Optimizations
|
||||
- Request caching (TanStack Query)
|
||||
- Optimistic updates
|
||||
- Batch requests
|
||||
- Debounced search
|
||||
|
||||
### Asset Optimization
|
||||
- Image optimization
|
||||
- Font optimization
|
||||
- CSS optimization
|
||||
- Bundle analysis
|
||||
|
||||
---
|
||||
|
||||
## Security (Planned)
|
||||
|
||||
### Frontend Security
|
||||
- XSS protection (React default)
|
||||
- CSRF protection
|
||||
- Content Security Policy (CSP)
|
||||
- Secure token storage
|
||||
- Input sanitization
|
||||
|
||||
### API Security
|
||||
- Secure API communication (HTTPS)
|
||||
- Token-based authentication
|
||||
- Rate limiting
|
||||
- Request validation
|
||||
|
||||
### Data Privacy
|
||||
- GDPR compliance
|
||||
- Data encryption
|
||||
- Secure session management
|
||||
- Privacy policy integration
|
||||
|
||||
---
|
||||
|
||||
## Monorepo Integration
|
||||
|
||||
### As Submodule in dbis_monorepo
|
||||
|
||||
This project will be integrated as a git submodule:
|
||||
|
||||
```bash
|
||||
# In dbis_monorepo root
|
||||
git submodule add <repository-url> apps/dbis-portal
|
||||
cd apps/dbis-portal
|
||||
git submodule update --init --recursive
|
||||
```
|
||||
|
||||
### Shared Packages
|
||||
|
||||
When part of the monorepo, this project will use:
|
||||
|
||||
- **@dbis/shared**: Shared utilities and types
|
||||
- **@dbis/api-client**: API client libraries
|
||||
- **@dbis/schemas**: Shared schemas and validation
|
||||
- **@dbis/auth**: Authentication utilities
|
||||
|
||||
### Example Usage
|
||||
|
||||
```typescript
|
||||
// Using shared packages
|
||||
import { DBISConfig } from '@dbis/shared';
|
||||
import { DBISCoreClient } from '@dbis/api-client/core';
|
||||
import { TransactionSchema } from '@dbis/schemas';
|
||||
import { authenticate } from '@dbis/auth';
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Roadmap
|
||||
|
||||
### Phase 1: Foundation (Weeks 1-4)
|
||||
- [ ] Next.js project setup
|
||||
- [ ] UI component library setup (shadcn/ui)
|
||||
- [ ] Authentication integration
|
||||
- [ ] Basic layout and navigation
|
||||
- [ ] API client setup
|
||||
|
||||
### Phase 2: Public Portal (Weeks 5-8)
|
||||
- [ ] Landing page
|
||||
- [ ] Documentation browser
|
||||
- [ ] API documentation
|
||||
- [ ] Status page
|
||||
- [ ] Public-facing features
|
||||
|
||||
### Phase 3: Member Portal (Weeks 9-14)
|
||||
- [ ] Dashboard
|
||||
- [ ] Account management
|
||||
- [ ] Payment operations
|
||||
- [ ] FX trading interface
|
||||
- [ ] CBDC wallet
|
||||
- [ ] Reports and analytics
|
||||
|
||||
### Phase 4: Admin Portal (Weeks 15-18)
|
||||
- [ ] User management
|
||||
- [ ] System monitoring
|
||||
- [ ] Compliance monitoring
|
||||
- [ ] Risk management
|
||||
- [ ] System configuration
|
||||
|
||||
### Phase 5: Integration & Polish (Weeks 19-20)
|
||||
- [ ] Integration testing
|
||||
- [ ] Performance optimization
|
||||
- [ ] Security hardening
|
||||
- [ ] Documentation
|
||||
- [ ] Production deployment
|
||||
|
||||
---
|
||||
|
||||
## Related Projects
|
||||
|
||||
- **[dbis_core](../dbis_core/)** - Core banking API (primary integration)
|
||||
- **[smom-dbis-138](../smom-dbis-138/)** - Blockchain API (for blockchain features)
|
||||
- **[dbis_docs](../dbis_docs/)** - Documentation API (for docs browser)
|
||||
- **[dbis_monorepo](../dbis_monorepo/)** - Monorepo parent (this project as submodule)
|
||||
- **[dbis_dc_tools](../dbis_dc_tools/)** - Infrastructure tools (for deployment)
|
||||
|
||||
---
|
||||
|
||||
## Contributing
|
||||
|
||||
When contributing:
|
||||
|
||||
1. Follow Next.js best practices
|
||||
2. Use shared components from @dbis/shared
|
||||
3. Write tests for new features
|
||||
4. Update documentation
|
||||
5. Ensure accessibility (WCAG 2.1 AA)
|
||||
|
||||
---
|
||||
|
||||
## License
|
||||
|
||||
[To be determined - will align with DBIS licensing]
|
||||
|
||||
---
|
||||
|
||||
## Status
|
||||
|
||||
**Current Status**: 🚧 Placeholder
|
||||
**Next Steps**:
|
||||
- Finalize requirements and user stories
|
||||
- Set up Next.js project structure
|
||||
- Design UI/UX mockups
|
||||
- Begin Phase 1 development
|
||||
- Integrate into dbis_monorepo
|
||||
|
||||
---
|
||||
|
||||
**Last Updated**: 2025-01-27
|
||||
**Monorepo Integration**: Pending - Will be submodule in `dbis_monorepo/apps/dbis-portal`
|
||||
|
||||
Reference in New Issue
Block a user