🏛️ Treasury Intelligence Platform

AI-Powered Treasury Analytics & Management for Bitcoin-Native Finance

🎯 Overview

The Treasury Intelligence Platform is the flagship application of the BLGV ecosystem, providing institutional-grade treasury analytics, AI-powered market insights, and comprehensive Bitcoin portfolio management.

Key Features

Real-Time Treasury Tracking: Live BTC holdings and USD value monitoring
AI-Powered Analysis: Claude-4 driven market analysis and recommendations
Cross-Platform Insights: Unified view of DEX, Pool, and Mobile activity
Professional Analytics: Institutional-grade charts and performance metrics
Risk Management: Portfolio risk assessment and mitigation strategies

Production URL

Live Platform: https://blgvbtc.com

🏗️ Architecture

Technology Stack

Frontend: React 18 + TypeScript + Tailwind CSS
Backend: Node.js + Express
Database: PostgreSQL (treasury schema)
AI Integration: Anthropic Claude-4 API
Real-Time: WebSocket connections
Authentication: JWT + session-based

Directory Structure

platforms/treasury/
├── client/                     # React frontend
│   ├── src/
│   │   ├── components/        # UI components
│   │   ├── pages/            # Page components
│   │   ├── lib/              # Utilities & SDK
│   │   └── index.css         # Global styles
│   ├── index.html
│   └── package.json
├── server/                    # Node.js backend
│   ├── routes/               # API routes
│   ├── ai.ts                 # AI integration
│   └── index.ts              # Server entry
├── mobile/                   # Mobile SDK integration
├── shared/                   # Shared utilities
├── docs/                     # Platform documentation
└── README.md

Database Schema

Schema: treasury
Main Tables: users, company_metrics, timeline_events
Shared Tables: Access to shared schema for cross-platform data

🚀 Getting Started

Development Setup

cd platforms/treasury

# Install dependencies
npm install

# Setup environment
cp .env.example .env.development

# Start development server
npm run dev

# Backend runs on: http://localhost:3001
# Frontend runs on: http://localhost:5173

Environment Variables

# Development
NODE_ENV=development
DATABASE_URL=postgresql://localhost:5432/blgv_development
SESSION_SECRET=development_secret
ANTHROPIC_API_KEY=your_claude_api_key

# Production (see docs/ENVIRONMENT_SECRETS.md)
NODE_ENV=production
DATABASE_URL=postgresql://doadmin:...
SESSION_SECRET=secure_production_secret
ANTHROPIC_API_KEY=prod_claude_api_key

📊 Core Features

1. Treasury Dashboard

Component: IntelligenceDashboard.tsx

Real-time treasury metrics and analytics:

Current BTC holdings and USD value
Portfolio performance indicators
Premium/discount analysis
Historical performance charts

2. AI-Powered Analysis

Component: AIAnalysisInterface.tsx

Claude-4 integration for:

Market sentiment analysis
Risk assessment reports
Investment recommendations
Portfolio optimization suggestions

3. Cross-Platform Insights

Component: CrossPlatformInsights.tsx

Unified view across ecosystem:

DEX trading activity
Mining pool statistics
Mobile app engagement
User behavior analytics

4. Advanced Analytics

Component: AdvancedAnalytics.tsx

Professional-grade analytics:

Performance metrics
Risk analysis
Comparative analysis
Custom reporting

🔗 API Endpoints

Treasury Data

GET  /api/treasury-data          # Current treasury metrics
GET  /api/treasury-history       # Historical data
POST /api/treasury-analysis      # AI analysis request

AI Integration

POST /api/ai/analyze             # Request AI analysis
GET  /api/ai/insights           # Get AI insights
POST /api/ai/query              # Custom AI queries

Cross-Platform

GET  /api/cross-platform-data   # Unified ecosystem data
GET  /api/user-activity         # User engagement metrics
GET  /api/platform-stats        # Platform statistics

Authentication

POST /api/auth/login            # User authentication
GET  /api/auth/session          # Session validation
POST /api/auth/logout           # Session termination

🔐 Authentication & Authorization

User Roles

Admin: Full system access
Treasury: Treasury data and analytics
Analyst: Read-only analytics access
Viewer: Basic dashboard access

Authentication Flow

User login with email/password
JWT token generation
Session storage with expiration
Role-based route protection
Cross-platform session sync

Protected Routes

/intelligence        # Treasury/Admin only
/analytics          # Analyst/Treasury/Admin
/reports            # Treasury/Admin only
/settings           # Admin only

📱 Mobile Integration

SDK Integration

The platform integrates with the mobile app via the unified TypeScript SDK:

import { blgvSDK } from '../../sdk/typescript';

// Get treasury data for mobile
const treasuryData = await blgvSDK.treasury.getTreasuryData();

// Real-time updates
blgvSDK.treasury.on('dataUpdated', (data) => {
  updateMobileDisplay(data);
});

Mobile-Specific Features

Push notifications for significant changes
Offline data caching
Biometric authentication support
Background data synchronization

🔄 Real-Time Features

WebSocket Integration

// Real-time treasury updates
const ws = new WebSocket('/ws/treasury');

ws.on('treasury_update', (data) => {
  updateDashboard(data);
});

ws.on('ai_analysis_complete', (analysis) => {
  displayAnalysis(analysis);
});

Live Data Sources

Bitcoin Price: CoinGecko + Coinbase APIs
Treasury Holdings: Real-time blockchain monitoring
Market Data: Multiple exchange feeds
Cross-Platform: Live ecosystem activity

🧪 Testing

Testing Strategy

# Unit tests
npm run test

# Integration tests
npm run test:integration

# E2E tests
npm run test:e2e

# AI integration tests
npm run test:ai

Test Coverage

Component testing with React Testing Library
API endpoint testing with Jest
AI integration testing with mock responses
Database integration testing

🚀 Deployment

Production Deployment

# Sync to production repo
./ops/deploy/sync-to-production.sh treasury

# Monitor deployment
./ops/deploy/sync-to-production.sh --status

# Verify deployment
curl -s https://blgvbtc.com/api/health

Environment Configuration

See Environment Secrets for complete production configuration.

Health Checks

Endpoint: /api/health
Database: Connection and query testing
AI Service: Claude API availability
External APIs: Price feed connectivity

📈 Performance Monitoring

Key Metrics

Response Time: API endpoint performance
Database Queries: Query optimization and indexing
AI Requests: Claude API usage and response times
WebSocket Connections: Real-time connection health

Monitoring Tools

Digital Ocean Monitoring: Built-in app metrics
Database Metrics: PostgreSQL performance monitoring
Application Logs: Structured logging with correlation IDs
Error Tracking: Exception monitoring and alerting

🛠️ Development Guidelines

Code Standards

TypeScript: Strict type checking enabled
ESLint: Code linting and formatting
Prettier: Consistent code formatting
Component Structure: Consistent component patterns

Component Guidelines

// Component template
interface ComponentProps {
  // Define props with proper types
}

const Component: React.FC<ComponentProps> = ({ props }) => {
  // Component logic
  return (
    <div className="component-container">
      {/* Component JSX */}
    </div>
  );
};

export default Component;

API Development

// API route template
app.get('/api/endpoint', async (req, res) => {
  try {
    // Validation
    // Business logic
    // Response
    res.json({ success: true, data });
  } catch (error) {
    // Error handling
    res.status(500).json({ error: error.message });
  }
});

🐛 Troubleshooting

Common Issues

AI Integration Failed

# Check Claude API key
echo $ANTHROPIC_API_KEY

# Test API connectivity
curl -H "Authorization: Bearer $ANTHROPIC_API_KEY" \
     https://api.anthropic.com/v1/messages

# Check error logs
tail -f logs/ai-integration.log

Database Connection Issues

# Test database connection
psql "$DATABASE_URL"

# Check connection pool
SELECT count(*) FROM pg_stat_activity;

# Verify schema access
\dn treasury

Real-Time Updates Not Working

# Check WebSocket connection
wscat -c ws://localhost:3001/ws

# Verify WebSocket server
netstat -an | grep 3001

# Check client-side connection
# Browser DevTools → Network → WS

🔧 Configuration

Feature Flags

ENABLE_AI_ANALYSIS=true
ENABLE_REAL_TIME_UPDATES=true
ENABLE_CROSS_PLATFORM_SYNC=true
ENABLE_ADVANCED_ANALYTICS=true
DEBUG_MODE=false

Performance Tuning

# Database connection pool
DB_POOL_SIZE=20
DB_POOL_TIMEOUT=30000

# API rate limiting
RATE_LIMIT_WINDOW=15
RATE_LIMIT_MAX=100

# WebSocket settings
WS_HEARTBEAT_INTERVAL=30000
WS_MAX_CONNECTIONS=1000

📚 Resources

Documentation

External Resources

🎯 Roadmap

Current Features ✅

Real-time treasury tracking
AI-powered analysis
Cross-platform insights
Professional analytics
Mobile integration

Planned Features 🚀

Q1 2025
- Enhanced AI recommendations
- Custom dashboard layouts
- Advanced risk modeling
- Export capabilities
Q2 2025
- Multi-signature treasury support
- Automated reporting
- Compliance monitoring
- Third-party integrations

Maintainer: Treasury Team
Last Updated: January 2025
Version: 2.0.0

🎯 Overview​

Key Features​

Production URL​

🏗️ Architecture​

Technology Stack​

Directory Structure​

Database Schema​

🚀 Getting Started​

Development Setup​

Environment Variables​

📊 Core Features​

1. Treasury Dashboard​

2. AI-Powered Analysis​

3. Cross-Platform Insights​

4. Advanced Analytics​

🔗 API Endpoints​

Treasury Data​

AI Integration​

Cross-Platform​

Authentication​

🔐 Authentication & Authorization​

User Roles​

Authentication Flow​

Protected Routes​

📱 Mobile Integration​

SDK Integration​

Mobile-Specific Features​

🔄 Real-Time Features​

WebSocket Integration​

Live Data Sources​

🧪 Testing​

Testing Strategy​

Test Coverage​

🚀 Deployment​

Production Deployment​

Environment Configuration​

Health Checks​

📈 Performance Monitoring​

Key Metrics​

Monitoring Tools​

🛠️ Development Guidelines​

Code Standards​

Component Guidelines​

API Development​

🐛 Troubleshooting​

Common Issues​

AI Integration Failed​

Database Connection Issues​

Real-Time Updates Not Working​

🔧 Configuration​

Feature Flags​

Performance Tuning​

📚 Resources​

Documentation​

External Resources​

🎯 Roadmap​

Current Features ✅​

Planned Features 🚀​