User Journey

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Table of Contents

1. Document Overview
2. Core User Journeys
3. Journey Summary
4. Platform Features

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Document Overview

Purpose

This document describes the core user journeys of the Donut Exchange platform for:

• Product design reference
• Test case foundation
• User training materials

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Core User Journeys

New User Registration & Wallet Creation

Workflow

Visit Homepage → Google Login → Auto Create Wallet → Enter Invite Code → Welcome Guide → Complete Registration

Detailed Steps

Step	User Action	Expected Result	Verification
1	Visit app.donutbrowser.ai	Homepage displayed	Page loads < 5s, login button visible
2	Click "Sign In"	Login dialog appears	Google login option visible
3	Select Google Login	Redirect to Google OAuth	OAuth flow normal
4	Complete Google Auth	Return to app, wallet auto-created	Wallet address generated, avatar displayed
5	Enter Invite Code	Invite code dialog shown	Input field available, valid code required
6	View Welcome Guide	Welcome dialog displayed	WelcomeDialog shown

Success Criteria: User successfully logs in, enters valid invite code, Solana wallet auto-created, session saved

Invite Code Note:

• New users must enter an invite code after first login
• Invite code is required to use the platform
• Obtain valid codes from existing users or official channels

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Deposit & Position Management

Workflow

Open Wallet → Copy Address → External Transfer → Balance Update → Position Display

Detailed Steps

Step	User Action	Expected Result	Verification
1	Click Header "Deposit"	Wallet dialog opens	Deposit tab active
2	Copy deposit address / Scan QR	Address copied	Correct Solana format
3	Transfer SOL/Token from external wallet	On-chain transaction confirmed	-
4	Wait for balance update	Balance auto-refreshes	Updates within 30s
5	View Positions tab	Position list shows new balance	Balance correct

Success Criteria: Balance auto-updates after deposit, no manual refresh needed

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Market Trading (Jupiter Swap)

Workflow

Select Token → Enter Amount → Get Quote → Security Check → Execute Trade → View Result

Detailed Steps

Step	User Action	Expected Result	Verification
1	Click token row in Positions	Trade dialog opens	TradeDialog shown, Market tab default
2	Enter trade amount	Quote info displayed	Quote fetched < 3s
3	Click "Total Fees" to view fees	Fee details expand	Network Fee, Slippage shown
4	Click "Execute"	Transaction sent	Blockaid security check passed
5	Wait for confirmation	Success toast shown	Transaction hash displayed
6	View History tab	Trade record shown	Record details correct

Success Criteria: Trade executes successfully, positions and history correctly updated

Zero Gas Fee Trading:

• Users can execute market swaps even without SOL for gas fees
• Powered by Jupiter's Gasless transaction feature
• Lowers barrier for new users - no need to buy SOL first

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Limit Order Trading

Workflow

Switch to Limit Tab → Set Price → Set Amount → Select Expiry → Submit Order → Monitor Status

Detailed Steps

Step	User Action	Expected Result	Verification
1	Switch to "Limit" in TradeDialog	Limit order form shown	Price/amount inputs available
2	Enter target price	Price validated	Comparison with market price shown
3	Enter amount	Balance validated	Total calculated correctly
4	Select expiry time	Time set	7d/3d/1d options
5	Click "Execute"	Order created	Success toast, order ID returned
6	Switch to Orders tab	Order status shown	Status is "Active"
7	Wait for price to reach target	Order auto-executes	Notification pushed

Success Criteria: Order created successfully, auto-executes when target price reached

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Take Profit / Stop Loss (Guardrails)

Workflow

Enable TP Toggle → Set Target Price/Ratio → Enable SL Toggle → Set Trigger Price → Submit → Auto Monitor

Detailed Steps

Step	User Action	Expected Result	Verification
1	Enable TP toggle in trade dialog	TP config expands	TPSLSection shown
2	Set first TP level: target price + ratio	Parameters saved	ROI calculation displayed
3	Add second TP level (optional)	Multi-level supported	Ratio sum ≤ 100%
4	Enable SL toggle	SL config expands	Trigger price input available
5	Set SL trigger price	Parameters saved	Price below current validated
6	Click confirm	Order created	Guardrail record created
7	Price triggers condition	Auto-executes trade	Status update notification

Success Criteria: TP/SL conditions set correctly, auto-executes when price triggers

TP/SL Notes:

• Supports multi-level take profit with different prices and ratios
• Stop loss trigger must be below current market price
• System monitors 24/7 and auto-executes

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AI Trading Terminal

Workflow

Open Terminal → Input Question → AI Analysis → Tool Call → Confirm Execution

Detailed Steps

Step	User Action	Expected Result	Verification
1	Click AI terminal input	Terminal activates	Editor focused, placeholder shown
2	Input question and send	AI starts responding	Streaming output displayed
3	View AI analysis	Content rendered correctly	Markdown, charts display properly
4	Type "@" to trigger token mention	Token suggestion list	Searchable, keyboard navigation
5	Request trade execution	Tool card displayed	Trade parameters preview
6	Click confirm to execute	Transaction sent	Result shown in tool card

Success Criteria: AI correctly understands intent, tool calls succeed, trade executes

AI Model:

• Currently using Claude Opus 4.5 (Anthropic's most capable model)
• Top-tier reasoning for complex strategy and deep market analysis
• Model selection not yet available

Advanced Features:

• "@" token mentions and search
• "/" command shortcuts
• Deep thinking mode (Thinking Mode)
• File upload analysis
• Markdown, Mermaid chart rendering
• AI hallucination detection & auto-correction (Critic Agent)
• Chart AI analysis overlay (draggable panel)

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Pro-Lite Subscription Unlock

Workflow

Use Free Version → Meet Conditions → Unlock Button Lights Up → Click to Claim → Pro-Lite Activated

Detailed Steps

Step	User Action	Expected Result	Verification
1	Use Free AI chat	Usage consumed	Remaining count decreases
2	Usage nearly depleted	Warning dialog appears	UsageWarningDialog shown
3	Deposit or trade to meet conditions	Unlock eligibility met	See unlock conditions below
4	Check top status bar	"Unlock" button animates	Pulse animation shown
5	Click "Unlock" button	Unlock confirmation dialog	Pro-Lite benefits explained
6	Click confirm to claim	Pro-Lite subscription activated	Starfield animation plays
7	Continue using AI	No usage limit	Shows "Unlimited"

Success Criteria: Successfully unlock Pro-Lite after meeting conditions, unlimited usage takes effect immediately

Unlock Conditions (meet any one):

• Single trade amount ≥ $10
• Cumulative trading volume ≥ $50
• Wallet balance ≥ $50

Subscription Tiers:

Tier	Quota	Features
Free	Limited daily (e.g., 10 times)	Basic features
Pro-Lite	Unlimited	Pro badge, unlimited chat, extra Agent slots

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Strategy Backtesting

Workflow

AI Request Backtest → Task Created → Execution Complete → View Results → Analyze & Optimize

Detailed Steps

Step	User Action	Expected Result	Verification
1	Input backtest request in AI terminal	AI identifies backtest intent	Tool card displayed
2	Confirm backtest parameters	Task created	Task ID generated
3	Wait for completion	Status updates	PENDING → RUNNING → COMPLETED
4	Switch to Backtest tab	Backtest list shown	Result rows clickable
5	Click result row	Detail overlay opens	BacktestOverlay displayed
6	View Key Metrics	Performance metrics shown	See metrics below
7	View PnL Chart	Profit/loss curve visualized	Chart renders correctly
8	View Trades Table	All trade records	Sortable, filterable

Success Criteria: Backtest executes successfully, results display correctly, metrics accurate

Performance Metrics:

Metric	Description
Net PnL	Net profit/loss
Win Rate	Winning trade percentage
Max Drawdown	Maximum drawdown
Sharpe Ratio	Risk-adjusted return
Profit Factor	Gross profit / gross loss

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Share Chat History

Workflow

Complete Chat → Click Share → Generate Link → Others View (Read-only)

Detailed Steps

Step	User Action	Expected Result	Verification
1	Complete an AI conversation	Chat history saved	Message list complete
2	Click share button	Share link generated	URL created successfully
3	Copy share link	Link copied to clipboard	Copy success toast
4	Others open link	Share page displayed	SharedChat page loads
5	Verify read-only mode	Cannot edit/send	Input disabled

Success Criteria: Share link generated successfully, read-only mode works, content displays completely

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Journey Summary

Journey Comparison

Name	Expected Duration	Key Features
New User Registration	2-3 min	Google OAuth, Turnkey Wallet
Deposit & Positions	3-5 min	Real-time balance update
Market Trading	1-2 min	Jupiter Swap, Zero Gas Fee
Limit Orders	2-3 min	Jupiter Limit Order
TP/SL Setup	3-5 min	Guardrails auto risk control
AI Trading Terminal	3-5 min	Claude Opus 4.5, Tool calls
Pro-Lite Unlock	1-2 min	Condition unlock, unlimited quota
Strategy Backtesting	5-10 min	Backtest execution, analysis
Share Chat History	1 min	Read-only sharing

Journey Dependencies

Registration
    ↓
Deposit ──→ Market Trade ──→ Limit Order
    ↓              ↓
Unlock        TP/SL
    ↓
AI Terminal ──→ Backtest
    ↓
Share

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Platform Features

Blockaid Security Detection

• Trigger: All Token Swaps and Limit Orders
• Detection: Token contract security, liquidity risk, honeypot detection
• Risk Levels:
  • Low risk: Normal execution
  • Medium risk: Warning shown, user can proceed
  • High risk: Forced confirmation or blocked

Real-time Market Data

• Data Source: Birdeye WebSocket
• Candlestick Intervals: 1m, 5m, 15m, 30m, 1h, 4h, 1d, 1w
• Statistics: 24h change, market cap, liquidity, holder count

Token Filtering

Automatically filters low-quality and risky tokens:

• Liquidity < $1000
• Names containing scam keywords
• Blockaid flagged as WARNING/SPAM/MALICIOUS

Zero Gas Fee Trading (Jupiter Gasless)

• Scenario: When user wallet has no SOL for gas
• Supported: Market Swaps
• Implementation: Jupiter Gasless transaction feature
• Benefit: Lower barrier for new users

AI Hallucination Detection (Critic Agent)

• Function: Auto-detect inaccurate information in AI content
• Detection: False data, incorrect amounts, wrong prices, invalid token addresses
• Handling: Auto-flag issues and regenerate accurate responses
• Value: Higher trust in AI analysis and recommendations

DeFi Position Management

• Function: View all DeFi protocol positions in wallet
• Supported Protocols: Kamino, Meteora, etc.
• Display:
  • DeFi tab with expand/collapse
  • Locked amounts shown
  • Wrapped token (wSOL) balances
• Value: Clear overview of all DeFi assets

Backtest History

• Function: View and manage all historical backtest results
• Features:
  • Paginated loading
  • Detailed performance analysis
• Value: Review strategy performance and optimize decisions

Trading Panel Tabs

Tab	Function
Positions	Current holdings and P&L
DeFi	DeFi protocol positions (Kamino, Meteora, etc.)
Orders	Active and historical orders
History	Trade history records
Backtest	Backtest results and analysis (with history)