# 05-EJECUCION - OQI-008 Portfolio Manager

## Fase 1: Backend - Repositorios PostgreSQL

### Archivos Creados
```
apps/backend/src/modules/portfolio/repositories/
├── portfolio.repository.ts    # CRUD portafolios
├── allocation.repository.ts   # Gestion allocaciones
├── goal.repository.ts         # Metas financieras
└── index.ts                   # Exports
```

### Commit
```
f40dfa8 [OQI-008] feat: Add PostgreSQL repositories for portfolio module
```

---

## Fase 2: Frontend - Modulo Dedicado

### Archivos Creados
```
apps/frontend/src/modules/portfolio/
├── pages/
│   ├── PortfolioDashboard.tsx  # Dashboard con tabs
│   ├── CreatePortfolio.tsx     # Formulario creacion
│   └── CreateGoal.tsx          # Formulario metas
├── components/
│   ├── AllocationChart.tsx     # Donut chart
│   ├── AllocationTable.tsx     # Tabla posiciones
│   ├── RebalanceCard.tsx       # Recomendaciones
│   └── GoalCard.tsx            # Card de meta
└── services/
    └── portfolio.service.ts    # API client
```

### Rutas Agregadas (App.tsx)
```typescript
<Route path="/portfolio" element={<PortfolioDashboard />} />
<Route path="/portfolio/new" element={<CreatePortfolio />} />
<Route path="/portfolio/goals/new" element={<CreateGoal />} />
```

### Commit
```
b8a7cbe [OQI-008] feat: Add Portfolio Manager frontend module
```

---

## Fase 3: Funcionalidades Avanzadas

### Backend - WebSocket y Performance

```
apps/backend/src/modules/portfolio/
├── websocket/
│   └── portfolio.websocket.ts   # Real-time updates
├── repositories/
│   └── snapshot.repository.ts   # Historial valores
└── controllers/
    └── portfolio.controller.ts  # +getPerformance, +getPerformanceStats
```

### Frontend - Charts y Edit

```
apps/frontend/src/modules/portfolio/
├── components/
│   └── PerformanceChart.tsx     # Canvas line chart
└── pages/
    └── EditAllocations.tsx      # Editor allocaciones
```

### Commits
```
Backend: 32a0886 [OQI-008] feat: Add portfolio Phase 3 - WebSocket, snapshots, performance APIs
Frontend: c02625f [OQI-008] feat: Add portfolio Phase 3 - Performance chart and edit allocations
```

---

## Fase 4: Integracion WebSocket

### Backend
```typescript
// index.ts
import { portfolioWebSocket } from './modules/portfolio/websocket/portfolio.websocket.js';

// Initialize
portfolioWebSocket.initialize();

// Graceful shutdown
portfolioWebSocket.shutdown();
```

### Frontend

```typescript
// websocket.service.ts
export const portfolioWS = new WebSocketService({
  url: `${WS_BASE_URL}/ws/portfolio`,
  reconnectInterval: 5000,
  maxReconnectAttempts: 15,
});

export function usePortfolioUpdates(portfolioId: string | null) { ... }
```

```typescript
// portfolioStore.ts (nuevo)
- State management con Zustand
- WebSocket connection/disconnection
- Real-time updates handling
- Actions: fetchPortfolios, selectPortfolio, executeRebalance, etc.
```

### Commits
```
Backend: b0bfbe1 [OQI-008] feat: Initialize portfolio WebSocket service in server
Frontend: fd54724 [OQI-008] feat: Add portfolio store with WebSocket real-time updates
```

---

## Validaciones Realizadas

- [x] Codigo compila sin errores
- [x] Imports correctos
- [x] Rutas registradas
- [x] WebSocket inicializado
- [x] Store funcional
- [x] Commits pusheados

## Resultado Final

**Progreso OQI-008:** 20% → 90%

**Funcionalidades completadas:**
- Dashboard con resumen y metas
- Grafico de allocaciones (donut)
- Grafico de rendimiento (line chart)
- Editor de allocaciones
- Rebalanceo automatico
- Metas financieras
- Actualizaciones en tiempo real