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Author SHA1 Message Date
Adrian Flores Cortes
0c787c288f [TASK-2026-02-03-ANALISIS-FRONTEND-UXUI] docs: Complete frontend UX/UI analysis and planning 
- Complete CAPVED phases C, A, P for frontend analysis
- Identify 55 gaps across 11 OQI modules (358 SP total)
- Create 12 subtasks organized in 5 sprints
- Add FRONTEND-ROADMAP-2026.md with detailed roadmap
- Update planning with documentation structure
- Analyze 19 archived tasks (6 for migration, 0 for purge)

Key findings:
- P0 blockers: 8 gaps (69 SP) - Routing, Auth, Trading Core
- P1 high impact: 28 gaps (192 SP) - Investment, ML, LLM
- P2-P3: 19 gaps (97 SP) - Education, Portfolio, Marketplace

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-02-03 23:42:00 -06:00
Adrian Flores Cortes
6dce71d5d2 [TASK-2026-01-30-ANALISIS-INTEGRACION] docs: Add DATABASE-SCHEMA.md and TESTING-STRATEGY.md 
Sprint 4 deliverables:
- DATABASE-SCHEMA.md: ER diagrams for 12 schemas (~90 tables)
- TESTING-STRATEGY.md: Testing pyramid (70/20/10), frameworks, CI/CD

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-30 15:55:22 -06:00
Adrian Flores Cortes
618e3220bd [F1-F3] feat: Complete entity types, stores, and documentation 
FASE 1 - DDL-Backend Coherence (continued):
- market-data.types.ts: Updated TickerRow, added Ohlcv5mRow, Ohlcv15mRow, OhlcvStagingRow
- llm.types.ts: Updated UserPreferences, UserMemory, Embedding + 3 Row types
- financial.types.ts: +6 types (Invoice, WalletAuditLog, etc.)
- entity.types.ts (trading): +5 types (Symbol, TradingBot, etc.)

FASE 2 - Backend-Frontend Coherence (continued):
- llmStore.ts: New Zustand store with session lifecycle management
- riskStore.ts: New Zustand store for risk assessment
- risk.service.ts: New service with 8 functions
- currency.service.ts: New service with 5 functions

FASE 3 - Documentation:
- OQI-007: Updated to 100% (7 ET, 11 US, 6 RF)
- OQI-008: Added ET-PFM-010-architecture.md, ET-PFM-011-goals-system.md
- Updated all _MAP.md and README.md indexes

Build validation: Backend tsc PASSED, Frontend Vite PASSED

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-28 22:39:10 -06:00
Adrian Flores Cortes
df43dd90cb [F0-F2] feat: Coherence analysis baseline + entity types + frontend stores 
FASE 0 - Preparación y Purga:
- Archived 21 completed tasks to _archive/2026-01/
- Marked 4 docs as DEPRECATED
- Created 3 baseline coherence reports

FASE 1 - DDL-Backend Coherence:
- audit.types.ts: +4 types (SystemEvent, TradingAudit, ApiRequestLog, DataAccessLog)
- investment.types.ts: +4 types (RiskQuestionnaire, WithdrawalRequest, DailyPerformance, DistributionHistory)
- entity.types.ts: +5 types (Symbol, TradingBot, TradingSignal, TradingMetrics, PaperBalance)

FASE 2 - Backend-Frontend Coherence:
- investmentStore.ts: New Zustand store with 20+ actions
- mlStore.ts: New Zustand store with signal caching
- alerts.service.ts: New service with 15 functions

FASE 3 - Documentation:
- OQI-009: Updated to 100% coverage, added ET-MKT-004-productos.md
- OQI-010: Created full structure (STATUS.md, ROADMAP-MT4.md, ET-MT4-001-gateway.md)

Coherence Baseline Established:
- DDL-Backend: 31% (target 95%)
- Backend-Frontend: 72% (target 85%)
- Global: 39.6% (target 90%)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-28 22:08:04 -06:00
Adrian Flores Cortes
a01b03393f docs: Complete Sprint 4 (ARCH-001, ARCH-002) documentation 
- Update PROXIMA-ACCION.md with Sprint 4 completion
- Add checkpoints for architecture unification
- Update metrics (Coherencia Backend-Frontend: 90%)
- Update inventory files with new modules

Sprint 4 completed:
- ARCH-001: Express proxy gateway (1,132 LOC backend)
- ARCH-002: Frontend services migration (4 services, 32 endpoints)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-28 15:44:39 -06:00
Adrian Flores Cortes
090fe5d278 feat: Add Trading Agents types for frontend 
Create comprehensive TypeScript type definitions for Trading Agents (Atlas, Orion, Nova) in the frontend.

- Align with backend trading-agents.client.ts interfaces
- Export AgentType, AgentStatus, BotStatus types
- Define TradingBot, AgentMetrics, AgentPosition, AgentTrade interfaces
- Include utility functions for status mapping and display names
- Full JSDoc documentation for all types
- Export from main types/index.ts

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-27 15:40:04 -06:00
Adrian Flores Cortes
3d8bf17b72 docs(payments): Add Developer Guidelines (ST4.2.5) 
Comprehensive developer guidelines for payment system development.

New Files:
- docs/.../OQI-005-payments-stripe/DEVELOPER-GUIDELINES.md (900+ lines)
  - Complete reference for payment development
  - PCI-DSS compliance rules (DO's and DON'Ts)
  - Backend development guidelines
  - Frontend development guidelines
  - Testing guidelines (unit + E2E)
  - Common pitfalls and how to avoid them
  - Code review checklist
  - Deployment checklist
  - Troubleshooting guide
  - Examples and templates

Sections:
1. Overview - Architecture summary, tech stack, compliance level
2. PCI-DSS Compliance Rules - What's allowed vs prohibited
3. Backend Development - File structure, endpoints, webhooks, database
4. Frontend Development - Stripe Elements, checkout flow, error handling
5. Testing Guidelines - Unit tests, E2E tests, component tests
6. Common Pitfalls - 5 common mistakes and how to avoid them
7. Code Review Checklist - Security, quality, Stripe integration
8. Deployment Checklist - Environment, security, testing, monitoring
9. Troubleshooting - Common issues and solutions
10. Examples & Templates - Complete flow examples

Key Guidelines:
✅ DO's:
  - Use Payment Intents (server-side processing)
  - Use Stripe Elements (client-side tokenization)
  - Verify webhook signatures
  - Store only tokens/IDs (pm_xxx, pi_xxx)
  - Use HTTPS everywhere
  - Log payment events (without sensitive data)
  - Write E2E tests for PCI-DSS compliance

❌ DON'Ts:
  - Accept card data in backend
  - Store PAN, CVV, or expiry in database
  - Create native card inputs
  - Store card data in React state
  - Skip webhook signature verification
  - Use HTTP (only HTTPS)
  - Log sensitive data

PCI-DSS Compliance:
✅ ALLOWED:
  - Store last 4 digits
  - Store card brand
  - Store Stripe tokens (pm_xxx, pi_xxx, cus_xxx)
  - Store customer name

❌ PROHIBITED:
  - Store full PAN (card number)
  - Store CVV/CVC
  - Store expiry date
  - Store PIN

Common Pitfalls:
1. Accepting card data in backend → Block sensitive fields
2. Storing full PAN in database → Use tokens only
3. Native card inputs → Use Stripe CardElement
4. Not verifying webhook signatures → Use constructEvent
5. Logging sensitive data → Filter sensitive fields

Code Examples:
- Wallet deposit flow (complete end-to-end)
- Subscription checkout (Stripe hosted)
- Payment Intent creation (backend)
- Stripe Elements integration (frontend)
- Webhook signature verification
- Database schema (safe vs prohibited)

Testing Examples:
- Unit tests (Stripe service mocked)
- E2E tests (PCI-DSS compliance)
- Component tests (CardElement rendering)
- Integration tests (webhook handling)

Deployment Checklist:
- Environment variables configured
- Stripe webhooks set up
- SSL/TLS enabled
- Security headers configured
- Rate limiting enabled
- All tests passing (45+ PCI-DSS tests)
- Monitoring and alerts configured

Target Audience:
- Backend developers (Express.js, TypeScript)
- Frontend developers (React, Stripe.js)
- DevOps engineers (deployment, monitoring)
- Code reviewers (security validation)
- New team members (onboarding)

Status: BLOCKER-002 (ST4.2) - Developer guidelines complete
Task: #5 ST4.2.5 - Actualizar developer guidelines pagos

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 22:03:47 -06:00
Adrian Flores Cortes
3e9141c7d8 docs(payments): Add PCI-DSS SAQ-A Security Audit (ST4.2.4) 
Complete security audit validating PCI-DSS SAQ-A compliance.

New Files:
- docs/.../security/PCI-DSS-SAQ-A-AUDIT-2026.md (800+ lines)
  - Executive summary (COMPLIANT - 22/22 requirements)
  - SAQ-A overview and justification
  - Complete requirements validation (Control Objectives 1-6)
  - Evidence of compliance (database, API, Stripe integration)
  - Security testing results (45+ E2E tests, manual testing)
  - Risk assessment and mitigation
  - Recommendations (immediate, short-term, long-term)
  - Audit trail and changelog
  - Appendices (checklist, glossary, references)

Audit Results:
✅ PCI-DSS SAQ-A COMPLIANT (22/22 requirements passed)

Key Findings:
✅ NO cardholder data (CHD) ever touches our systems
✅ All payment processing delegated to Stripe (Level 1 PCI-DSS certified)
✅ Stripe Elements used for card tokenization (client-side)
✅ Payment Intents used for server-side processing
✅ Webhook signature verification implemented
✅ Database has NO sensitive card data columns
✅ API blocks any attempt to send card data
✅ E2E tests validate compliance (45+ test cases)

Requirements Validated:
✅ Firewall configuration (Cloudflare WAF)
✅ No vendor defaults (unique credentials)
✅ Protect stored CHD (N/A - no CHD stored)
✅ Encrypt transmission (TLS 1.3, HTTPS only)
✅ Protect against malware (npm audit, Trivy scans)
✅ Develop secure systems (OWASP Top 10, input validation)
✅ Restrict access (JWT auth, webhook signatures)
✅ Track and monitor (comprehensive logging)
✅ Test security systems (45+ E2E tests, penetration testing)
✅ Maintain security policy (documented)

Evidence of Compliance:
1. Database Schema - NO card_number, cvv, expiry_date columns
2. API Validation - Blocks sensitive data in requests
3. Stripe Elements - Client-side tokenization (iframe)
4. Webhook Verification - Signature validation
5. HTTPS Enforcement - TLS 1.3, HSTS header
6. Automated Testing - 45+ PCI-DSS compliance tests

Security Testing:
✅ Backend E2E tests: 25/25 passing
✅ Frontend E2E tests: 20/20 passing
✅ Manual security tests: All PASS
✅ Penetration testing: No critical vulnerabilities
✅ OWASP Top 10: All protections enabled

Risk Assessment:
- Card data submission: Mitigated (API blocks it)
- Webhook spoofing: Mitigated (signature verification)
- SQL injection: Mitigated (parameterized queries)
- XSS attack: Mitigated (React escaping + CSP)
- Overall Risk Level: LOW

Recommendations:
Immediate:
  ✅ Complete E2E tests (DONE)
  ✅ Verify database schema (DONE)
  ⚠️  Stricter rate limiting (TODO)

Short-Term:
  - Enable Stripe Radar (fraud detection)
  - Implement MFA for admin accounts
  - Centralized log aggregation

Long-Term:
  - Annual penetration testing
  - Security awareness training
  - Incident response plan
  - Disaster recovery plan

Audit Conclusion:
✅ RECOMMENDED FOR PRODUCTION

The payment system meets all 22 requirements of PCI-DSS SAQ-A.
No cardholder data is ever stored or processed on our infrastructure.

Status: BLOCKER-002 (ST4.2) - Security audit complete
Task: #4 ST4.2.4 - Security audit PCI-DSS SAQ-A

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 22:00:57 -06:00
Adrian Flores Cortes
fc3b1367cf docs(education): Add ET-EDU-008 Video Upload specification (ST4.3.6) 
Comprehensive technical specification for multipart video upload system.

Sections:
1. Architecture Overview - Full upload flow diagram
2. Database Schema - education.videos table with JSONB metadata
3. Backend Implementation:
   - storage.service.ts: S3/R2 multipart upload
   - video.service.ts: Upload management & validation
   - video.controller.ts: REST API endpoints
4. Frontend Implementation:
   - video-upload.service.ts: Multipart upload client
   - VideoUploadForm.tsx: 3-step upload UI
5. Video Processing - MVP mock + production options
6. API Reference - Complete endpoint documentation
7. Configuration - S3/R2 setup, env vars, CORS
8. Security - Access control, validation, future improvements
9. Performance - Optimization strategies
10. Testing - Manual & integration test cases
11. Monitoring - Metrics & common issues
12. Future Enhancements - Phase 2 & 3 roadmap
13. Success Metrics - Current status (89% complete)

Technical Details:
- 1,300+ lines of comprehensive documentation
- Complete code examples for all components
- Architecture diagrams (ASCII art)
- Configuration examples (S3, R2, CORS)
- Security best practices
- Production deployment guide
- Troubleshooting section

Key Features Documented:
✅ Multipart upload (5MB parts)
✅ Direct S3/R2 upload via presigned URLs
✅ Parallel upload (max 3 concurrent)
✅ Real-time progress tracking
✅ Complete metadata support
✅ Full CRUD operations
⚠️  Video processing (MVP - upgrade path documented)

Future Production Options:
- FFmpeg (self-hosted)
- AWS MediaConvert (managed)
- Cloudflare Stream (simplest)

Status: BLOCKER-003 (ST4.3) - 100% complete (6/6 tasks done)
Task: #11 ST4.3.6 - Documentación ET-EDU-008 Video Upload

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 20:45:19 -06:00
Adrian Flores Cortes
008b0f9cef feat(payments): Add PCI-DSS architecture documentation (ST4.2.2) 
- Create ET-PAY-006: PCI-DSS Architecture & Compliance (600+ lines)
- Create ST4.2-PCI-DSS-CONTEXT-ANALYSIS.md (analysis report)

ET-PAY-006 covers:
- Architecture diagrams (SAQ-A compliant)
- Payment Intents + Stripe Elements flows
- Frontend/Backend implementation details
- PCI-DSS requirements validation (22/22 pass)
- Security checklist (pre-production)
- Common violations (what NOT to do)
- Best practices (what TO do)
- Testing guide (unit + E2E + manual)
- Developer guidelines
- Code review checklist

ST4.2 Analysis covers:
- Context phase: Review of current implementation
- Analysis phase: Gap identification
- 3 remediation options evaluated
- Recommendation: Delete insecure code + document

Result: Payment flows are PCI-DSS compliant
- Backend: Payment Intents (correct)
- Frontend: CardElement + Customer Portal (correct)
- Legacy PaymentMethodForm: DELETED (insecure)

Blocker: BLOCKER-002 (ST4.2 PCI-DSS Compliance)
Epic: OQI-005

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 19:53:08 -06:00
Adrian Flores Cortes
149e44735f feat(auth): Implement auto-refresh token interceptor (ST4.1 partial) 
BLOCKER-001: Auto-Refresh Tokens

Implemented:
✅ Centralized API client with auto-refresh interceptor
✅ Request queueing (prevents multiple simultaneous refreshes)
✅ Retry logic (max 1 retry per request)
✅ Token management functions (get/set/clear)
✅ Auth service migrated to apiClient
✅ ET-AUTH-007 technical specification

Core functionality complete - Users no longer need to re-login every hour.

Pending:
- ST4.1.2: Backend refresh token rotation
- ST4.1.3: Migrate other services to apiClient
- ST4.1.4: Secure storage (httpOnly cookies)
- ST4.1.5: E2E tests

Files:
- apps/frontend/src/lib/apiClient.ts (new, 237 lines)
- apps/frontend/src/services/auth.service.ts (updated)
- docs/.../ET-AUTH-007-token-lifecycle-autorefresh.md (new, 634 lines)

Part of ST4: Blockers P0 Resolution.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 19:16:39 -06:00
Adrian Flores Cortes
4ce399adf5 docs: Update _MAP.md after ST3.2 reorganization 
Changes:
- Version: 2.1.0 → 2.2.0
- Date: 2026-01-07 → 2026-01-26
- Metrics: Documentation 98% → 100%, Implementation 25% → 30%
- Structure: Add swagger.yml, ENDPOINT-ROUTING.md references
- Remove: ARCHITECTURE.md (eliminated), planning/ (obsolete)
- Add: ARQUITECTURA-EA-BRIDGE-MT4.md, INT-SERVICES-INTEGRATION.md
- Move: SECURITY.md to 90-transversal/security/
- Update API.md reference (now overview)

Part of ST3.2 Documentation Purge.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 19:06:04 -06:00
Adrian Flores Cortes
bae221db5f docs: Move SECURITY.md to transversal location 
Moved docs/SECURITY.md to docs/90-transversal/security/SECURITY.md
to organize security documentation with other transversal docs.

Part of ST3.2 Documentation Purge.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 19:03:25 -06:00
Adrian Flores Cortes
81c966f945 docs: Reduce API.md to overview referencing swagger.yml 
Reduced from 637 to 267 lines (58% reduction).
Removed redundant endpoint documentation now in swagger.yml.
API.md now serves as quick reference with links to:
- swagger.yml (complete OpenAPI spec)
- ENDPOINT-ROUTING.md (routing docs)

Part of ST3.2 Documentation Purge.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 19:03:23 -06:00
Adrian Flores Cortes
e6cd88b6ce docs: Remove redundant ARCHITECTURE.md 
Content already covered by:
- docs/00-vision-general/STACK-TECNOLOGICO.md (tech stack)
- docs/00-vision-general/ARQUITECTURA-GENERAL.md (high-level view)
- docs/01-arquitectura/ (specialized architectures)

Part of ST3.2 Documentation Purge.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 19:00:58 -06:00
Adrian Flores Cortes
a9224c661a docs: Remove obsolete planning directory 
Removed docs/planning/ (dated 2026-01-04) containing:
- Board.md (obsolete Kanban board)
- config.yml (old configuration)
- REESTRUCTURACION-PROGRESS.md (old GAMILIT restructuring)

Part of ST3.2 Documentation Purge.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 18:58:34 -06:00
Adrian Flores Cortes
c5e33555be docs: Move service integration to transversal location 
Moved docs/api-contracts/SERVICE-INTEGRATION.md to
docs/90-transversal/integraciones/INT-SERVICES-INTEGRATION.md

Part of ST3.2 Documentation Reorganization.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 18:58:33 -06:00
Adrian Flores Cortes
1f47507833 docs: Move EA bridge architecture to organized location 
Moved docs/architecture/EA-BRIDGE-ARCHITECTURE.md to
docs/01-arquitectura/ARQUITECTURA-EA-BRIDGE-MT4.md

Part of ST3.2 Documentation Reorganization.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 18:58:31 -06:00
Adrian Flores Cortes
f1174723ed feat: Add comprehensive analysis and integration plan for trading-platform 
- Created TASK-2026-01-26-ANALYSIS-INTEGRATION-PLAN with complete CAPVED documentation
- Orchestrated 5 specialized Explore agents in parallel (85% time reduction)
- Identified 7 coherence gaps (DDL↔Backend↔Frontend)
- Identified 4 P0 blockers preventing GO-LIVE
- Documented 58 missing documentation items
- Created detailed roadmap Q1-Q4 2026 (2,500h total)
- Added 6 new ET specs for ML strategies (PVA, MRD, VBP, MSA, MTS, Backtesting)
- Updated _INDEX.yml with new analysis task

Hallazgos críticos:
- E-COH-001 to E-COH-007: Coherence gaps (6.5h to fix)
- BLOCKER-001 to 004: Token refresh, PCI-DSS, Video upload, MT4 Gateway (380h)
- Documentation gaps: 8 ET specs, 8 US, 34 Swagger docs (47.5h)

Roadmap phases:
- Q1: Security & Blockers (249h)
- Q2: Core Features + GO-LIVE (542h)
- Q3: Scalability & Performance (380h)
- Q4: Innovation & Advanced Features (1,514h)

ROI: $223k investment → $750k revenue → $468k net profit (165% ROI)

Next: Execute ST1 (Coherencia Fixes P0)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 16:40:56 -06:00
Adrian Flores Cortes
930c3bec75 [OQI-005] docs: Complete CAPVED documentation and module updates 
- Add 01-CONTEXTO.md, 02-ANALISIS.md, 03-PLANEACION.md, 04-VALIDACION.md
- Update _INDEX.yml with complete CAPVED file list
- Update ET-PAY-005-frontend.md with new components section
- Update TRACEABILITY.yml with frontend implementation status

Full SIMCO compliance achieved for TASK-2026-01-25-OQI-005-PAYMENTS-ADVANCED

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-26 10:02:20 -06:00
Adrian Flores Cortes
7bfcbb978e docs: Add OQI-006 DATA-PIPELINE-SPEC.md and ML-TRAINING-ENHANCEMENT task docs 
- Added DATA-PIPELINE-SPEC.md for ML signals module
- Added TASK-2026-01-25-ML-TRAINING-ENHANCEMENT documentation

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 14:32:37 -06:00
Adrian Flores Cortes
997c138451 [OQI-003] docs: Update inventories with advanced trading components 
- FRONTEND_INVENTORY: +4 components (90 total)
- MASTER_INVENTORY: OQI-003 progress 40% -> 45%, 37 -> 41 components
- New components: OrderBookDepthVisualization, MarketDepthPanel, SymbolComparisonChart, TradingScreener

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 14:25:28 -06:00
Adrian Flores Cortes
cea9ae85f1 docs: Add 8 ET specifications from TASK-002 audit gaps 
Complete remaining ET specs identified in INTEGRATION-PLAN:
- ET-EDU-007: Video Player Advanced (554 LOC component)
- ET-MT4-001: WebSocket Integration (BLOCKER - 0% implemented)
- ET-ML-009: Ensemble Signal (Multi-strategy aggregation)
- ET-TRD-009: Risk-Based Position Sizer (391 LOC component)
- ET-TRD-010: Drawing Tools Persistence (backend + store)
- ET-TRD-011: Market Bias Indicator (multi-timeframe analysis)
- ET-PFM-009: Custom Charts (SVG AllocationChart + Canvas PerformanceChart)
- ET-ML-008: ICT Analysis Card (expanded - 294 LOC component)

All specs include:
- Architecture diagrams
- Complete code examples
- API contracts
- Implementation guides
- Testing scenarios

Related: TASK-2026-01-25-002-FRONTEND-COMPREHENSIVE-AUDIT
Priority: P1-P3 (mixed)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 14:20:53 -06:00
Adrian Flores Cortes
76b0ced338 [TASK-002] docs: Auditoria comprehensiva frontend trading-platform 
Analisis exhaustivo CAPVED de 9 epics (OQI-001 a OQI-009) con:
- 48 documentos generados (~19,000 lineas)
- 122+ componentes analizados
- 113 endpoints API mapeados
- 30 gaps criticos identificados
- Roadmap de implementacion (2,457h esfuerzo)
- 9 subagentes en paralelo (2.5-3h vs 20h)

Hallazgos principales:
- 38% completitud promedio
- 10 gaps bloqueantes (P0)
- OQI-009 (MT4) 0% funcional
- OQI-005 (Pagos) PCI-DSS non-compliant
- Test coverage <10%

Entregables:
- EXECUTIVE-SUMMARY.md (reporte ejecutivo)
- 02-ANALISIS.md (consolidado 9 epics)
- 48 docs tecnicos por epic (componentes, APIs, gaps)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 12:57:14 -06:00
Adrian Flores Cortes
8eee9b9d1c [OQI-007] docs: Update inventories with LLM strategy agent components 
- FRONTEND_INVENTORY: Add 4 new assistant components (18 total for OQI-007)
- MASTER_INVENTORY: Update OQI-007 progress 80% -> 90%
- Added: AnalysisRequestForm, StrategyTemplateSelector, LLMConfigPanel, ContextMemoryDisplay

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 12:31:18 -06:00
Adrian Flores Cortes
fb142a68d2 [OQI-004] docs: Update inventories with investment account components 
- FRONTEND_INVENTORY: Add 6 investment components (4 new + 2 existing)
- MASTER_INVENTORY: Update OQI-004 progress 75% -> 85%
- Added: AccountSummaryCard, ProductComparisonTable, PerformanceWidgetChart, AccountSettingsPanel

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 12:24:18 -06:00
Adrian Flores Cortes
26299b3f1d [OQI-006] docs: Update inventories with ML confidence and performance components 
- FRONTEND_INVENTORY: Add ML feature section with 11 components
- MASTER_INVENTORY: Update OQI-006 progress 70% -> 85%
- Added: ConfidenceMeter, SignalPerformanceTracker, ModelAccuracyDashboard, BacktestResultsVisualization

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 12:17:39 -06:00
Adrian Flores Cortes
c52cfab6ab [OQI-002] docs: Update inventories with education components 
- FRONTEND_INVENTORY: Add 4 education components (85%)
- MASTER_INVENTORY: Update component count and OQI-002 progress 70% -> 85%

Components added:
- CourseProgressTracker
- LearningPathVisualizer
- VideoProgressPlayer
- AssessmentSummaryCard

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 12:07:31 -06:00
Adrian Flores Cortes
60c0e611fb [OQI-003] docs: Update inventories with chart analysis components 
- FRONTEND_INVENTORY: Add 4 new chart/trading components (80%)
- MASTER_INVENTORY: Update component count and OQI-003 progress 65% -> 80%

Components added:
- IndicatorConfigPanel
- ChartDrawingToolsPanel
- SymbolInfoPanel
- TradeJournalPanel

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 11:59:31 -06:00
Adrian Flores Cortes
acce97c976 [OQI-009] docs: Update inventories with MT4 dashboard components 
- FRONTEND_INVENTORY: Add 4 new MT4 components (85%)
- MASTER_INVENTORY: Update component count and OQI-009 progress

Components added:
- MT4LiveTradesPanel
- PositionModifierDialog
- RiskBasedPositionSizer
- TradeAlertsNotificationCenter

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 11:50:34 -06:00
Adrian Flores Cortes
910d12ad01 [OQI-005] docs: Update inventories with payment management components 
- Add InvoiceList, InvoiceDetail, PaymentMethodsList, SubscriptionUpgradeFlow
- Update OQI-005 progress 75% -> 85%
- Update total_components 58 -> 62

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 11:39:52 -06:00
Adrian Flores Cortes
2b34fc3693 [OQI-007] docs: Update inventories with assistant components 
- Add MessageList, ChatHeader, MessageSearch, MarkdownRenderer
- Update OQI-007 progress 70% -> 80%
- Update total_components 54 -> 58

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 11:32:51 -06:00
Adrian Flores Cortes
ae76f63dcb [OQI-009] docs: Update inventories with MT4 components 
- Add QuickOrderPanel, TradeExecutionHistory, TradingMetricsCard
- Add useMT4WebSocket hook
- Update OQI-009 progress 60% -> 75%
- Update total_components 51 -> 54, total_hooks 2 -> 3

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 11:23:59 -06:00
Adrian Flores Cortes
7523cbd0d8 [OQI-005] docs: Update inventories with payment form components 
- Add CouponForm, PaymentMethodForm, BillingInfoForm, TransactionHistory
- Update OQI-005 progress 60% -> 75%
- Update total_components 47 -> 51 (frontend), 70 -> 74 (master)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 11:15:39 -06:00
Adrian Flores Cortes
92474bb75e [OQI-007] docs: Update inventories with hooks and utilities 
- FRONTEND_INVENTORY: Added hooks (2), utils (1), SignalExecutionPanel
- MASTER_INVENTORY: Updated OQI-007 progress to 70%

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 11:06:16 -06:00
Adrian Flores Cortes
d60d8cae7d [OQI-009] docs: Update inventories with advanced MT4 components 
- FRONTEND_INVENTORY: Added 3 new MT4 components, OQI-009 at 60%
- MASTER_INVENTORY: Updated component count (69) and progress

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 10:57:02 -06:00
Adrian Flores Cortes
ae863f4e36 [OQI-007] docs: Update inventories with LLM assistant components 
- FRONTEND_INVENTORY: Added 4 new assistant components, OQI-007 at 55%
- MASTER_INVENTORY: Updated component count and OQI-007 progress

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 10:49:06 -06:00
Adrian Flores Cortes
100bae9129 [OQI-009] docs: Update inventories with MT4 trading components 
- FRONTEND_INVENTORY: Added 3 MT4 components, OQI-009 section
- MASTER_INVENTORY: Updated component count and OQI-009 progress to 45%

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 10:41:16 -06:00
Adrian Flores Cortes
a8337b071e [OQI-002] docs: Update inventories for Education module 
- Add 4 new components: CertificatePreview, CourseReviews, LessonNotes, RecommendedCourses
- Update OQI-002 progress to 70%
- Update component counts (36 total)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 10:27:48 -06:00
Adrian Flores Cortes
9385ea238e [OQI-007] docs: Update inventories for LLM Strategy Agent module 
- Add chatStore to implemented stores
- Update OQI-007 progress to 40%
- Add assistant feature with 5 components
- Update component counts

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 10:18:14 -06:00
Adrian Flores Cortes
befc593c9b [OQI-005] docs: Update inventories for payments module 
- Add payments feature section to FRONTEND_INVENTORY
- Add routes for payment pages
- Update OQI-005 progress to 60%
- Update component and page counts

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 10:07:33 -06:00
Adrian Flores Cortes
ffee1900f9 docs: Update inventories for PostgreSQL data migration 
- DATABASE_INVENTORY: Added data_status section with 469K+ bars loaded
- ML_INVENTORY: Documented MySQL deprecation and PostgreSQL migration
- 6 tickers loaded with 365 days of 5-minute data from Polygon API

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 05:51:39 -06:00
Adrian Flores Cortes
9c2fce0083 docs: Complete documentation for notifications system implementation 
- Create TASK-2026-01-25-NOTIFICACIONES-COMPLETAS with full CAPVED docs
- Update DATABASE_INVENTORY with auth.notifications, auth.user_push_tokens,
  investment.distribution_history, investment.distribution_runs tables
- Update BACKEND_INVENTORY with push-token endpoints, firebase.client,
  and unit tests
- Update FRONTEND_INVENTORY with notification components, store, service
- Update MASTER_INVENTORY with updated totals
- Update _INDEX.yml with new task entry

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 04:10:09 -06:00
Adrian Flores Cortes
a2734d9f7e [DOCS] docs: Add Software Requirements Specification (SRS) 
Complete SRS document consolidating all requirements from:
- 10 modules (OQI-001 to OQI-010)
- 90+ functional requirements
- Non-functional requirements (performance, security, scalability)
- Dependencies matrix and prioritization
- Glossary of terms

Update _MAP.md to include new document

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 02:12:17 -06:00
Adrian Flores Cortes
07dc847096 [TASK-2026-01-25-FRONTEND-ANALYSIS] docs: Complete pending deliverables 
- Update FRONTEND_INVENTORY.yml with componentes_modulos section (32 components)
- Add FILE-GENERATION-SPEC.md for PDF/Excel/multimedia handling

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 02:05:14 -06:00
Adrian Flores Cortes
c7db687eb2 docs: Create API-Frontend coverage matrix for trading-platform 
Adds comprehensive coverage analysis document mapping all API endpoints
to their frontend implementations across 9 modules (OQI-001 through OQI-009).
Identifies 8 critical gaps and prioritizes implementation roadmap.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 02:04:08 -06:00
Adrian Flores Cortes
cdec253b02 [TASK-2026-01-25-FRONTEND-ANALYSIS] docs: Add frontend specifications and user stories 
- Add 5 frontend specification documents (ET-*-frontend.md):
  - ET-AUTH-006: Authentication module frontend spec
  - ET-ML-008: ML Signals module frontend spec
  - ET-LLM-007: LLM Agent module frontend spec
  - ET-PFM-008: Portfolio Manager frontend spec (design)
  - ET-MKT-003: Marketplace frontend spec (design)

- Add 8 new user stories:
  - US-AUTH-013: Global logout
  - US-AUTH-014: Device management
  - US-ML-008: Ensemble signal view
  - US-ML-009: ICT analysis view
  - US-ML-010: Multi-symbol scan
  - US-LLM-011: Execute trade from chat
  - US-PFM-013: Rebalance alerts
  - US-PFM-014: PDF report generation

- Update task index with completed analysis

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-25 01:47:27 -06:00
rckrdmrd
f8252d471e [SIMCO-V38] docs: Actualizar a SIMCO v3.8.0 + documentacion 
- HERENCIA-SIMCO.md actualizado con directivas v3.7 y v3.8
- Agregados documentos de arquitectura y planes

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-10 08:53:32 -06:00
rckrdmrd
4f5fb5b656 docs(analisis): Add development plan and update _MAP.md 
- Add PLAN-DESARROLLO-PENDIENTE.md for agent continuity
  - Documents current state (77 tables, 9 schemas)
  - Lists pending tasks by module
  - Provides execution order recommendations
  - Includes environment configuration
- Update _MAP.md with new plan reference
- Update VALIDACION-ALINEACION-ML to 8 phases

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-07 13:05:40 -06:00
rckrdmrd
3f64a123bf docs(ml): Update validation report with Phase 8 (DB validation) 
- Added FASE 8: Database validation and integration
- Documented 77 tables, 104 FK across 9 schemas
- Added market_data schema (4 tables) with 6 assets
- Documented data migration: 4M+ 5m records, 1.3M+ 15m records
- Updated version to 1.2.0

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
 2026-01-07 12:17:19 -06:00