# OTC Trading Tutorial - CarbonCore

## Overview
Guide to buying and selling carbon credits on CarbonCore OTC Marketplace.

## Marketplace Types

### 1. Request for Quote (RFQ)
**Buyer creates request → Sellers respond**

### 2. Instant Buy Offers
**Seller lists tokens → Buyer purchases instantly**

### 3. Standard Offers
**Seller lists tokens → Buyer negotiates**

## For Buyers

### Create RFQ (Request for Quote)

**Requirements**:
- BUYER_ROLE
- Wallet connected
- Payment method configured

**Steps**:
1. Navigate to "OTC Marketplace"
2. Click "Create Buy Request"
3. Fill in requirements:
   - Token amount
   - Maximum budget
   - Payment currency (USDT/USDC/Mock USD)
   - Territory preferences
   - Vintage year range
   - Geographic regions
4. Submit request
5. Wait for seller responses

**Example RFQ**:
```
Amount: 1,000 carbon credits
Budget: $10,000 USD
Payment: Mock USD
Requirements:
- Forest or Wetland
- Vintage: 2023-2025
- Location: USA, Canada
- KYC Required: Yes
```

### Browse Offers

**Filter by**:
- Territory type
- Vintage year
- Price range
- Geography
- Instant buy availability

**Sort by**:
- Price (low to high)
- Amount
- Creation date
- Vintage year

### Execute Instant Buy

**Steps**:
1. Find offer with "⚡ Instant Buy"
2. Click "Buy Instantly"
3. Review details
4. Approve payment token
5. Confirm purchase
6. Tokens automatically transferred

**What Happens**:
```
1. Payment sent to seller
2. Tokens released from escrow
3. Tokens sent to your wallet
4. Deal completed instantly
```

### Respond to Seller Offers

**For Standard Offers**:
1. Click "Make Offer"
2. Propose price
3. Wait for seller response
4. Negotiate if needed
5. Complete purchase

## For Sellers

### List Tokens for Sale

**Requirements**:
- Carbon tokens in wallet
- Wallet connected
- Approval for token transfer

**Steps**:
1. Go to "Token Management"
2. Select token to sell
3. Click "List for Sale"
4. Choose offer type:
   - **Instant Buy**: Immediate sale
   - **Standard**: Negotiate with buyers
5. Set price per token
6. Set total amount
7. Deposit tokens to escrow (instant buy)
8. Submit offer

### Create Instant Buy Offer

**Process**:
```javascript
// 1. Approve tokens
await token.approve(otcMarketInterface, amount);

// 2. Create offer with deposit
await otcMarketInterface.createSellOrderWithDeposit(
    tokenAddress,
    amount,
    totalPrice,
    paymentToken,
    metadata
);

// 3. Tokens locked in escrow
// 4. Buyer can purchase instantly
```

**Benefits**:
✅ Immediate sale
✅ No negotiation needed
✅ Price guaranteed
✅ Fast settlement

### Respond to RFQs

**Process**:
1. Browse buy requests
2. Find matching RFQ
3. Click "Make Offer"
4. Specify:
   - Token details
   - Price per token
   - Total amount
   - Delivery terms
5. Deposit tokens to escrow
6. Submit response
7. Wait for buyer acceptance

### Manage Active Offers

**Actions**:
- View offer details
- Update price (if no responses)
- Cancel offer (refund escrow)
- Monitor buyer interest
- Accept/reject buyer offers

## Payment Methods

### Supported Currencies
- Mock USD (testnet)
- USDT (production)
- USDC (production)
- ETH (production)

### Payment Process

**For Buyers**:
1. Approve payment token
2. Transaction automatically deducts
3. Seller receives payment
4. Tokens transferred

**For Sellers**:
1. Tokens in escrow
2. Payment arrives
3. Escrow releases tokens
4. Deal completed

## Deal Lifecycle

### Standard Flow
```
1. Seller creates offer
2. Buyer sees offer
3. Buyer accepts
4. Seller deposits tokens
5. Buyer sends payment
6. Tokens released
7. Deal completed
```

### Instant Buy Flow
```
1. Seller creates offer + deposits tokens
2. Buyer clicks "Buy Instantly"
3. Payment + token transfer simultaneous
4. Deal completed
```

## Metadata & Requirements

### Seller Metadata
```json
{
  "territoryDetails": {
    "territoryId": "24",
    "name": "Amazon Conservation",
    "type": "Forest",
    "vintage": 2024
  },
  "pricing": {
    "pricePerToken": 9.5,
    "instantBuy": true
  }
}
```

### Buyer Requirements
```json
{
  "requirements": {
    "territoryTypes": ["Forest", "Wetland"],
    "minVintage": 2020,
    "maxVintage": 2025,
    "countries": ["USA", "Canada"],
    "requiresKYC": true
  }
}
```

## Security Features

### Escrow Protection
- Tokens locked in smart contract
- Released only on completion
- Refundable if cancelled

### KYC/Verification
- Optional KYC for corporate buyers
- Seller approval required
- Compliance with regulations

### Dispute Resolution
- Contact support: info@carboncore.earth
- Provide transaction details
- Admin mediation available

## Fees

**Platform Fees**:
- 2% on completed sales
- No listing fees
- No cancellation fees

**Gas Fees**:
- Buyer pays gas for payment
- Seller pays gas for token deposit
- Varies by network congestion

## Best Practices

### For Buyers
✅ Compare multiple offers
✅ Verify token authenticity
✅ Check territory details
✅ Review seller reputation
✅ Use instant buy for best prices
✅ Keep sufficient payment balance

### For Sellers
✅ Competitive pricing
✅ Accurate descriptions
✅ Respond to inquiries quickly
✅ Use instant buy for fast sales
✅ Monitor market prices
✅ Keep tokens readily available

## Troubleshooting

**Issue**: Cannot create offer
**Fix**: Ensure BUYER_ROLE assigned

**Issue**: Token approval fails
**Fix**: Check token balance, try again

**Issue**: Payment not processing
**Fix**: Ensure sufficient balance + approval

**Issue**: Tokens not received
**Fix**: Check transaction on blockchain explorer

## Advanced Features

### Bulk Operations
- List multiple tokens
- Create package deals
- Batch purchases

### Automated Trading
- Set price triggers
- Auto-accept offers
- Scheduled listings

### Analytics
- Price history
- Volume trends
- Market depth

---
**Version**: 2.0 | **Updated**: January 2025