618e3220bd
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>
487 lines
15 KiB
YAML
487 lines
15 KiB
YAML
# TRACEABILITY.yml - OQI-007 LLM Strategy Agent
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# Mapeo de requerimientos a implementación
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version: "1.1.0"
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epic: OQI-007
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name: "LLM Strategy Agent (Copilot)"
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updated: "2026-01-28"
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status: in_progress
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# Resumen de trazabilidad
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summary:
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total_requirements: 6
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total_specs: 7
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total_user_stories: 11
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total_files_to_implement: 48
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test_coverage: "15%"
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story_points: 60
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implementation_progress: "45%"
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documentation_progress: "100%"
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phase: 2
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# Mapeo de Requerimientos Funcionales
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requirements:
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RF-LLM-001:
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name: "Chat Interface"
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status: planned
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specs:
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- ET-LLM-001
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- ET-LLM-005
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user_stories:
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- US-LLM-001
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- US-LLM-002
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implementation:
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backend:
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- path: apps/backend/src/modules/copilot/services/chat.service.ts
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description: "Servicio de chat con LLM"
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methods:
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- sendMessage
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- getConversation
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- getConversations
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- clearConversation
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- regenerateResponse
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- path: apps/backend/src/modules/copilot/controllers/copilot.controller.ts
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methods:
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- chat
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- getConversations
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- getConversation
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- deleteConversation
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- path: apps/backend/src/modules/copilot/copilot.routes.ts
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routes:
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- "POST /copilot/chat"
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- "GET /copilot/conversations"
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- "GET /copilot/conversations/:id"
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- "DELETE /copilot/conversations/:id"
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frontend:
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- path: apps/frontend/src/modules/copilot/pages/Copilot.tsx
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description: "Página principal del Copilot"
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- path: apps/frontend/src/modules/copilot/components/ChatInterface.tsx
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description: "Interfaz de chat"
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- path: apps/frontend/src/modules/copilot/components/MessageBubble.tsx
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description: "Burbuja de mensaje"
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- path: apps/frontend/src/modules/copilot/components/ChatInput.tsx
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description: "Input de chat"
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- path: apps/frontend/src/modules/copilot/components/ConversationList.tsx
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description: "Lista de conversaciones"
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database:
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- path: apps/database/schemas/07_llm_schema.sql
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tables:
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- conversations
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- messages
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- message_feedback
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enums:
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- message_role_enum
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- feedback_type_enum
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tests:
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- path: apps/backend/tests/copilot/chat.service.test.ts
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status: planned
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RF-LLM-002:
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name: "Market Analysis"
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status: planned
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specs:
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- ET-LLM-002
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- ET-LLM-003
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user_stories:
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- US-LLM-003
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- US-LLM-004
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implementation:
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backend:
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- path: apps/backend/src/modules/copilot/services/analysis.service.ts
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description: "Servicio de análisis de mercado"
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methods:
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- analyzeSymbol
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- analyzeTrend
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- analyzeNews
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- generateInsights
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- compareSymbols
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- path: apps/backend/src/modules/copilot/agents/market-analyst.agent.ts
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description: "Agente especializado en análisis"
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- path: apps/backend/src/modules/copilot/copilot.routes.ts
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routes:
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- "POST /copilot/analyze/:symbol"
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- "GET /copilot/insights/:symbol"
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- "POST /copilot/compare"
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frontend:
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- path: apps/frontend/src/modules/copilot/components/AnalysisPanel.tsx
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description: "Panel de análisis"
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- path: apps/frontend/src/modules/copilot/components/InsightCard.tsx
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description: "Tarjeta de insight"
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- path: apps/frontend/src/modules/copilot/components/SymbolAnalysis.tsx
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description: "Análisis de símbolo"
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database:
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- path: apps/database/schemas/07_llm_schema.sql
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tables:
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- analysis_cache
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- insights
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tests:
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- path: apps/backend/tests/copilot/analysis.service.test.ts
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status: planned
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RF-LLM-003:
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name: "Strategy Suggestions"
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status: planned
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specs:
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- ET-LLM-002
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- ET-LLM-004
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user_stories:
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- US-LLM-005
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- US-LLM-006
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implementation:
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backend:
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- path: apps/backend/src/modules/copilot/services/strategy.service.ts
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description: "Servicio de sugerencias de estrategia"
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methods:
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- suggestStrategy
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- evaluateStrategy
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- optimizeStrategy
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- backtestStrategy
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- getStrategies
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- path: apps/backend/src/modules/copilot/agents/strategy-advisor.agent.ts
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description: "Agente de estrategias"
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- path: apps/backend/src/modules/copilot/copilot.routes.ts
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routes:
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- "POST /copilot/strategy/suggest"
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- "POST /copilot/strategy/evaluate"
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- "POST /copilot/strategy/backtest"
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frontend:
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- path: apps/frontend/src/modules/copilot/components/StrategySuggestion.tsx
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description: "Sugerencia de estrategia"
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- path: apps/frontend/src/modules/copilot/components/StrategyBuilder.tsx
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description: "Constructor de estrategia"
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- path: apps/frontend/src/modules/copilot/components/BacktestResults.tsx
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description: "Resultados de backtest"
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database:
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- path: apps/database/schemas/07_llm_schema.sql
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tables:
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- strategy_suggestions
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- backtest_results
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tests:
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- path: apps/backend/tests/copilot/strategy.service.test.ts
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status: planned
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RF-LLM-004:
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name: "Educational Assistance"
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status: planned
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specs:
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- ET-LLM-005
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user_stories:
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- US-LLM-007
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implementation:
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backend:
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- path: apps/backend/src/modules/copilot/services/tutor.service.ts
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description: "Servicio de tutoría"
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methods:
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- explainConcept
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- answerQuestion
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- generateQuiz
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- recommendCourse
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- explainIndicator
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- path: apps/backend/src/modules/copilot/agents/tutor.agent.ts
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description: "Agente tutor"
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- path: apps/backend/src/modules/copilot/copilot.routes.ts
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routes:
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- "POST /copilot/tutor/explain"
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- "POST /copilot/tutor/quiz"
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- "GET /copilot/tutor/recommendations"
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frontend:
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- path: apps/frontend/src/modules/copilot/components/TutorChat.tsx
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description: "Chat de tutoría"
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- path: apps/frontend/src/modules/copilot/components/ConceptExplainer.tsx
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description: "Explicador de conceptos"
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database:
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- path: apps/database/schemas/07_llm_schema.sql
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tables:
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- learning_interactions
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tests:
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- path: apps/backend/tests/copilot/tutor.service.test.ts
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status: planned
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RF-LLM-005:
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name: "Tool Integration"
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status: planned
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specs:
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- ET-LLM-003
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- ET-LLM-006
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user_stories:
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- US-LLM-008
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- US-LLM-009
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implementation:
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backend:
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- path: apps/backend/src/modules/copilot/tools/chart-tool.ts
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description: "Herramienta de charts"
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functions:
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- getChartData
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- addIndicator
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- drawTrendline
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- setTimeframe
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- path: apps/backend/src/modules/copilot/tools/order-tool.ts
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description: "Herramienta de órdenes"
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functions:
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- previewOrder
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- createOrder
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- modifyOrder
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- cancelOrder
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- path: apps/backend/src/modules/copilot/tools/research-tool.ts
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description: "Herramienta de investigación"
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functions:
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- searchNews
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- getEarnings
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- getFundamentals
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- getSentiment
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- path: apps/backend/src/modules/copilot/tools/portfolio-tool.ts
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description: "Herramienta de portfolio"
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functions:
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- getPositions
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- getPerformance
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- analyzeRisk
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- path: apps/backend/src/modules/copilot/services/tool-executor.service.ts
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description: "Ejecutor de herramientas"
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frontend:
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- path: apps/frontend/src/modules/copilot/components/ToolOutput.tsx
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description: "Output de herramientas"
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- path: apps/frontend/src/modules/copilot/components/ActionPreview.tsx
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description: "Preview de acción"
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- path: apps/frontend/src/modules/copilot/components/ConfirmAction.tsx
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description: "Confirmación de acción"
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database:
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- path: apps/database/schemas/07_llm_schema.sql
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tables:
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- tool_executions
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- tool_audit_log
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tests:
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- path: apps/backend/tests/copilot/tools.test.ts
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status: planned
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RF-LLM-006:
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name: "Context Management"
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status: planned
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specs:
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- ET-LLM-001
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- ET-LLM-004
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user_stories:
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- US-LLM-010
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# Nueva: Trading Execution via Chat
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RF-LLM-007:
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name: "Trading Execution via Chat"
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status: planned
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specs:
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- ET-LLM-005
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- ET-LLM-007
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user_stories:
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- US-LLM-011
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implementation:
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backend:
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- path: apps/backend/src/modules/copilot/services/context.service.ts
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description: "Servicio de gestión de contexto"
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methods:
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- buildContext
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- getMarketContext
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- getUserContext
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- getHistoricalContext
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- summarizeConversation
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- path: apps/backend/src/modules/copilot/services/memory.service.ts
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description: "Servicio de memoria"
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methods:
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- storeMemory
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- retrieveMemories
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- forgetMemory
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- updateMemory
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- path: apps/backend/src/modules/copilot/prompts/system-prompts.ts
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description: "System prompts por contexto"
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database:
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- path: apps/database/schemas/07_llm_schema.sql
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tables:
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- user_memories
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- context_snapshots
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tests:
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- path: apps/backend/tests/copilot/context.service.test.ts
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status: planned
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# Agentes especializados
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agents:
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- name: Market Analyst
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role: "Análisis técnico y fundamental"
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tools: [chart-tool, research-tool]
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prompt_template: market_analyst_prompt.md
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- name: Strategy Advisor
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role: "Sugerencias de estrategia"
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tools: [chart-tool, portfolio-tool]
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prompt_template: strategy_advisor_prompt.md
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- name: Trading Tutor
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role: "Educación y explicaciones"
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tools: [chart-tool]
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prompt_template: tutor_prompt.md
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- name: Order Assistant
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role: "Ayuda con órdenes"
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tools: [order-tool, chart-tool]
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prompt_template: order_assistant_prompt.md
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# Mapeo de archivos de configuración
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config_files:
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backend:
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- path: apps/backend/src/modules/copilot/copilot.module.ts
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description: "Módulo de Copilot"
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- path: apps/backend/src/modules/copilot/types/copilot.types.ts
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description: "Tipos TypeScript"
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- path: apps/backend/src/config/llm.config.ts
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description: "Configuración de LLM"
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- path: apps/backend/src/modules/copilot/prompts/
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description: "Directorio de prompts"
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frontend:
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- path: apps/frontend/src/modules/copilot/stores/copilot.store.ts
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description: "Store de Copilot Zustand"
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- path: apps/frontend/src/modules/copilot/hooks/useCopilot.ts
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description: "Hook principal de Copilot"
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- path: apps/frontend/src/modules/copilot/services/copilot.api.ts
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description: "Cliente API de Copilot"
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# Dependencias externas
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external_dependencies:
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npm_backend:
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- name: openai
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version: "^4.20.0"
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usage: "OpenAI API client"
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- name: "@anthropic-ai/sdk"
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version: "^0.9.0"
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usage: "Claude API client"
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- name: langchain
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version: "^0.0.200"
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usage: "LLM framework"
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- name: "@pinecone-database/pinecone"
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version: "^2.0.0"
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usage: "Vector database"
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npm_frontend:
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- name: react-markdown
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version: "^9.0.0"
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usage: "Renderizar respuestas markdown"
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- name: prismjs
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version: "^1.29.0"
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usage: "Syntax highlighting"
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# APIs de terceros
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third_party_apis:
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- name: OpenAI API
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docs: https://platform.openai.com/docs
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models:
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- gpt-4-turbo
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- gpt-4-vision
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usage:
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- Chat completions
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- Function calling
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- Embeddings
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- name: Anthropic Claude
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docs: https://docs.anthropic.com
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models:
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- claude-3-opus
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- claude-3-sonnet
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usage:
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- Análisis complejo
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- Respuestas largas
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- name: Pinecone
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docs: https://docs.pinecone.io
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usage:
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- Vector storage
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- Similarity search
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- Memory retrieval
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# Endpoints API
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api_endpoints:
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base_path: /api/v1/copilot
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endpoints:
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# Chat
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- method: POST
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path: /chat
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requirement: RF-LLM-001
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auth: true
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description: "Enviar mensaje"
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- method: GET
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path: /conversations
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requirement: RF-LLM-001
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auth: true
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- method: GET
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path: /conversations/:id
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requirement: RF-LLM-001
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auth: true
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- method: DELETE
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path: /conversations/:id
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requirement: RF-LLM-001
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auth: true
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# Análisis
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- method: POST
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path: /analyze/:symbol
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requirement: RF-LLM-002
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auth: true
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- method: GET
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path: /insights/:symbol
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requirement: RF-LLM-002
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auth: true
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# Estrategias
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- method: POST
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path: /strategy/suggest
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requirement: RF-LLM-003
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auth: true
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- method: POST
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path: /strategy/backtest
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requirement: RF-LLM-003
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auth: true
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# Tutor
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- method: POST
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path: /tutor/explain
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requirement: RF-LLM-004
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auth: true
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# Acciones
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- method: POST
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path: /action/preview
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requirement: RF-LLM-005
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auth: true
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- method: POST
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path: /action/execute
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requirement: RF-LLM-005
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auth: true
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# WebSocket para streaming
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websocket_endpoints:
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- channel: "copilot"
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events:
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- "message_start"
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- "message_delta"
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- "message_end"
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- "tool_call"
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- "tool_result"
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- "error"
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# Dependencias de épicas
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dependencies:
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blocks: []
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blocked_by:
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- epic: OQI-001
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reason: "Requiere autenticación"
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- epic: OQI-003
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reason: "Necesita datos de trading para análisis"
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- epic: OQI-006
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reason: "Integra señales ML en respuestas"
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# Rate limiting
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rate_limits:
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free_tier:
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messages_per_day: 10
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tokens_per_message: 2000
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pro_tier:
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messages_per_day: 100
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tokens_per_message: 4000
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premium_tier:
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messages_per_day: unlimited
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tokens_per_message: 8000
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# Notas y decisiones
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notes:
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- "Streaming de respuestas vía WebSocket"
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- "Function calling para ejecutar herramientas"
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- "Contexto de mercado actualizado en tiempo real"
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- "Memoria de conversación con vector embeddings"
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- "Fallback a modelos más económicos si cuota excedida"
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- "Audit log de todas las acciones ejecutadas"
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- "Confirmación obligatoria para órdenes reales"
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