ecec22f0ef
- Create TASK-2026-01-25-OQI-008-PORTFOLIO-MANAGER with METADATA, SUMMARY, EJECUCION - Update BACKEND_INVENTORY with portfolio module details (repositories, websocket, endpoints) - Update FRONTEND_INVENTORY with portfolio pages, components, store, routes - Update MASTER_INVENTORY with OQI-008 progress (10% -> 90%) - Update _INDEX.yml with new task entry Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
107 lines
2.8 KiB
YAML
107 lines
2.8 KiB
YAML
# METADATA.yml - OQI-008 Portfolio Manager
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id: TASK-2026-01-25-OQI-008-PORTFOLIO-MANAGER
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fecha: "2026-01-25"
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titulo: "OQI-008 Portfolio Manager - Implementacion Completa"
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descripcion: |
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Implementacion completa del modulo Portfolio Manager incluyendo:
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- Backend: Repositorios PostgreSQL, WebSocket real-time, APIs de performance
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- Frontend: Dashboard, componentes de visualizacion, store con WebSocket
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- Funcionalidades: Allocaciones, rebalanceo, metas financieras, graficos
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clasificacion:
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tipo: feature
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origen: plan
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prioridad: P1
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feature: OQI-008
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epic: portfolio-manager
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proyecto:
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nombre: trading-platform
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path: projects/trading-platform
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nivel: STANDALONE
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estado:
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actual: completada
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progreso: 90%
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fecha_inicio: "2026-01-25"
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fecha_fin: "2026-01-25"
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fases_capved:
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contexto: completada
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analisis: completada
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planeacion: completada
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validacion: completada
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ejecucion: completada
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documentacion: completada
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agente:
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principal: claude-opus-4.5
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subagentes: []
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commits:
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backend:
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- hash: f40dfa8
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mensaje: "[OQI-008] feat: Add PostgreSQL repositories for portfolio module"
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- hash: 32a0886
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mensaje: "[OQI-008] feat: Add portfolio Phase 3 - WebSocket, snapshots, performance APIs"
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- hash: b0bfbe1
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mensaje: "[OQI-008] feat: Initialize portfolio WebSocket service in server"
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frontend:
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- hash: b8a7cbe
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mensaje: "[OQI-008] feat: Add Portfolio Manager frontend module"
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- hash: c02625f
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mensaje: "[OQI-008] feat: Add portfolio Phase 3 - Performance chart and edit allocations"
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- hash: fd54724
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mensaje: "[OQI-008] feat: Add portfolio store with WebSocket real-time updates"
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metricas:
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archivos_modificados: 12
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archivos_creados: 18
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lineas_codigo: 3500
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entregables:
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backend:
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repositorios:
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- portfolio.repository.ts
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- allocation.repository.ts
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- goal.repository.ts
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- snapshot.repository.ts
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websocket:
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- portfolio.websocket.ts
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controllers:
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- portfolio.controller.ts (actualizado con performance endpoints)
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routes:
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- portfolio.routes.ts (actualizado)
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frontend:
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pages:
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- PortfolioDashboard.tsx
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- CreatePortfolio.tsx
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- CreateGoal.tsx
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- EditAllocations.tsx
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components:
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- AllocationChart.tsx
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- AllocationTable.tsx
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- RebalanceCard.tsx
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- GoalCard.tsx
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- PerformanceChart.tsx
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services:
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- portfolio.service.ts
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stores:
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- portfolioStore.ts
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websocket:
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- websocket.service.ts (actualizado con portfolioWS)
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capas_afectadas:
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- Backend (repositories, websocket, controllers, routes)
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- Frontend (pages, components, stores, services)
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dependencias:
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resueltas:
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- OQI-004 (Investment module - PostgreSQL migration)
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nuevas: []
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notas: |
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- El modulo esta funcional al 90%
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- Falta: Tests end-to-end con backend real
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- WebSocket requiere conexion activa al backend
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