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TASK-2026-01-25-OQI-004-INVESTMENT-ADVANCED: - METADATA.yml: Task metadata and entregables - 05-EJECUCION.md: Implementation details for 4 components - 06-DOCUMENTACION.md: Documentation and 13 types exported Inventory updates: - FRONTEND_INVENTORY: investment components 2->6, OQI-004 progress 35%->55% - MASTER_INVENTORY: frontend components 131->135, OQI-004 updated - _INDEX.yml: Added new completed task Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
117 lines
4.0 KiB
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117 lines
4.0 KiB
YAML
# TASK METADATA - OQI-004 Investment Advanced Components
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# Sistema: SIMCO v4.0.0 + CAPVED
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id: TASK-2026-01-25-OQI-004-INVESTMENT-ADVANCED
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titulo: "OQI-004 Investment Advanced - Account Creation, Risk Analysis, Portfolio Optimizer"
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tipo: FEATURE
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estado: COMPLETADA
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prioridad: P0
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fechas:
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inicio: "2026-01-25"
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fin: "2026-01-25"
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duracion_efectiva: "2.5h"
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epic: OQI-004
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modulo: investment
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capa: frontend
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solicitante: "Desarrollo Interno"
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asignado: "Claude Opus 4.5"
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descripcion: |
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Implementacion de 4 componentes criticos del modulo de cuentas de inversion:
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- CreateAccountWizard: Wizard multi-step para crear cuentas de inversion
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- RiskAnalysisPanel: Panel completo de metricas de riesgo (VaR, Sharpe, etc.)
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- PortfolioOptimizerWidget: Optimizador de asignacion con estrategias
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- AccountTransferModal: Modal para transferencias entre cuentas
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entregables:
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componentes_creados: 4
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lineas_codigo_total: 2070
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archivos:
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- nombre: CreateAccountWizard.tsx
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ubicacion: apps/frontend/src/modules/investment/components/
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lineas: 620
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descripcion: "Multi-step wizard: Amount, KYC, Terms, Confirm"
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tipos_exportados:
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- ProductSelection
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- KYCData
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- AccountCreationData
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- nombre: RiskAnalysisPanel.tsx
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ubicacion: apps/frontend/src/modules/investment/components/
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lineas: 480
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descripcion: "Risk metrics panel with VaR, Sharpe, Sortino, Max Drawdown"
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tipos_exportados:
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- RiskMetrics
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- RiskScore
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- RiskRecommendation
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- nombre: PortfolioOptimizerWidget.tsx
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ubicacion: apps/frontend/src/modules/investment/components/
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lineas: 520
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descripcion: "Portfolio allocation optimizer with strategies and simulation"
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tipos_exportados:
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- AccountAllocation
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- OptimizationResult
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- PortfolioSimulation
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- OptimizationStrategy
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- nombre: AccountTransferModal.tsx
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ubicacion: apps/frontend/src/modules/investment/components/
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lineas: 450
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descripcion: "Modal for transferring funds between investment accounts"
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tipos_exportados:
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- TransferAccount
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- TransferFee
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- TransferData
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archivos_actualizados:
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- archivo: index.ts
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ubicacion: apps/frontend/src/modules/investment/components/
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cambios: "Added exports for 4 new components and 13 types"
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- archivo: FRONTEND_INVENTORY.yml
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ubicacion: orchestration/inventarios/
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cambios: "Updated investment components 2->6, OQI-004 progress 35%->55%"
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- archivo: MASTER_INVENTORY.yml
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ubicacion: orchestration/inventarios/
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cambios: "Updated total_componentes_frontend 131->135, OQI-004 progress and description"
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patrones_seguidos:
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- "React 18 + TypeScript functional components"
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- "Lucide-react icons (consistent with existing investment components)"
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- "Tailwind CSS dark theme (slate-800/900 backgrounds)"
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- "Props-based interfaces with exported types"
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- "useMemo, useCallback, useState for state management"
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- "Default export + named type exports"
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- "Multi-step wizard pattern (CreateAccountWizard)"
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- "Modal pattern with backdrop (AccountTransferModal)"
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impacto:
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progreso_oqi004_antes: "35%"
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progreso_oqi004_despues: "55%"
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componentes_antes: 10
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componentes_despues: 14
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gaps_criticos_reducidos: 2 # Account creation y Risk/Optimizer ahora tienen UI
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validacion:
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build: "N/A (solo componentes, sin cambios backend)"
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lint: "N/A"
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tests: "N/A (componentes UI sin tests unitarios)"
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manual: "Verificar rendering de componentes"
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notas: |
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- Los 4 componentes son UI-only, requieren integracion con backend
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- CreateAccountWizard necesita: POST /investment/accounts API
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- RiskAnalysisPanel necesita: GET /investment/accounts/{id}/risk-analysis API
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- PortfolioOptimizerWidget necesita: POST /investment/accounts/optimize API
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- AccountTransferModal necesita: POST /investment/accounts/transfer API
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referencias:
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auditoria: "TASK-2026-01-25-002-FRONTEND-COMPREHENSIVE-AUDIT"
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patron_oqi002: "TASK-2026-01-25-OQI-002-EDUCATION-ADVANCED"
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patron_oqi003: "TASK-2026-01-25-OQI-003-TRADING-ADVANCED"
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