8293938cbe
- Move 7 non-standard folders to _archive/ - Create 5 missing obligatory files - Update _MAP.md with standardized structure Standard: SIMCO-ESTANDAR-ORCHESTRATION v1.0.0 Level: CONSUMER (L2) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
391 lines
12 KiB
Markdown
391 lines
12 KiB
Markdown
# Plan de Desarrollo Refinado
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## Trading Platform - Version Final
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**Fecha:** 2026-01-07
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**Version:** 2.0.0 (Refinado)
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**Estado:** LISTO PARA EJECUCION
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**Basado en:**
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- ANALISIS-CONSOLIDADO-FASE1-2026-01-07.md
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- VALIDACION-PLAN-VS-ANALISIS-2026-01-07.md
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- ANALISIS-DEPENDENCIAS-2026-01-07.md
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---
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## 1. CAMBIOS RESPECTO AL PLAN ORIGINAL
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### 1.1 Tareas Agregadas
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| Sprint | Tarea Nueva | Razon |
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|--------|-------------|-------|
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| 3 | S3-T0: Documentar EA Bridge | Dependencia critica no documentada |
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| 2 | S2-T7: Admin controllers | Gap identificado en validacion |
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| 5 | S5-T7: Contract tests | Dependencias entre servicios |
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### 1.2 Orden de Ejecucion Ajustado
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Basado en analisis de dependencias, se ajusto el orden interno de cada sprint.
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### 1.3 Criterios de Aceptacion Refinados
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| Criterio Original | Criterio Refinado | Razon |
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|-------------------|-------------------|-------|
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| R^2 > 0.10 | R^2 > 0.05 (minimo aceptable) | Realismo |
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| Live trading OK | Live trading + Mock fallback | Dependencia EA Bridge |
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---
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## 2. PLAN REFINADO POR SPRINTS
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### SPRINT 1: ESTABILIZACION ML ENGINE (5-7 dias)
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#### Objetivo
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Resolver problemas criticos de ML y establecer baseline funcional.
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#### Tareas en Orden de Ejecucion
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| # | ID | Tarea | Archivo(s) | Deps | Entregable |
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|---|-----|-------|-----------|------|------------|
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| 1 | S1-T1 | Analizar features RangePredictor | `src/data/features.py` | - | Reporte de features |
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| 2 | S1-T2 | Revisar normalizacion | `src/data/features.py` | S1-T1 | Fix normalizacion |
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| 3 | S1-T3 | Verificar data leakage | `src/data/targets.py` | S1-T1 | Reporte leakage |
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| 4 | S1-T4a | Corregir RangePredictor | `src/models/range_predictor.py` | S1-T2,T3 | Modelo corregido |
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| 5 | S1-T4b | Reentrenar modelos | `src/training/*.py` | S1-T4a | Modelos nuevos |
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| 6 | S1-T5 | Auto-load en API | `src/api/main.py` | S1-T4b | API funcional |
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| 7 | S1-T6 | Validacion OOS | Scripts nuevos | S1-T5 | Reporte OOS |
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| 8 | S1-T7 | Tests unitarios | `tests/` | S1-T5 | Coverage > 70% |
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#### Metricas de Exito Sprint 1
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| Metrica | Minimo Aceptable | Objetivo |
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|---------|-----------------|----------|
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| RangePredictor R^2 | > 0.05 | > 0.15 |
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| API Response Time | < 1000ms | < 500ms |
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| Test Coverage | > 50% | > 70% |
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| Modelos cargados | 100% | 100% |
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#### Plan de Contingencia Sprint 1
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Si R^2 < 0.05 despues de 5 dias:
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1. Cambiar a modelo baseline (media movil)
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2. Documentar limitaciones
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3. Continuar con Sprint 2 usando baseline
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4. Crear ticket para iteracion futura de ML
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---
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### SPRINT 2: INTEGRACION BACKEND (5 dias)
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#### Objetivo
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Completar servicios de integracion y seguridad basica.
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#### Tareas en Orden de Ejecucion
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| # | ID | Tarea | Archivo(s) | Deps | Entregable |
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|---|-----|-------|-----------|------|------------|
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| 1 | S2-T1 | ml-integration.service.ts | `src/modules/ml/services/` | Sprint 1 | Servicio completo |
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| 2 | S2-T2 | Auth paper trading | `src/modules/trading/trading.routes.ts` | - | Endpoints protegidos |
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| 3 | S2-T3 | Auth investment | `src/modules/investment/investment.routes.ts` | - | Endpoints protegidos |
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| 4 | S2-T4 | agents.service.ts | `src/modules/agents/services/` | S2-T1 | Orquestacion basica |
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| 5 | S2-T5 | Users module | `src/modules/users/` | - | CRUD usuarios |
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| 6 | S2-T6 | Tests integracion | `src/__tests__/integration/` | S2-T1 | Tests pasando |
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| 7 | S2-T7 | Admin controllers | `src/modules/admin/` | S2-T5 | Admin basico |
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#### Metricas de Exito Sprint 2
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| Metrica | Minimo Aceptable | Objetivo |
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|---------|-----------------|----------|
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| Endpoints con auth | 100% (paper/investment) | 100% |
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| ml-integration completo | 100% metodos | 100% |
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| Tests integracion | > 10 tests | > 20 tests |
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---
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### SPRINT 3: LLM Y TRADING AGENTS (5-7 dias)
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#### Objetivo
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Completar agentes inteligentes y trading automatizado.
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#### Tareas en Orden de Ejecucion
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| # | ID | Tarea | Archivo(s) | Deps | Entregable |
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|---|-----|-------|-----------|------|------------|
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| 0 | S3-T0 | Documentar EA Bridge | `docs/EA-BRIDGE.md` | - | Documentacion |
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| 1 | S3-T1 | MCPOrchestrator completo | `src/services/mcp_orchestrator.py` | - | Portfolio consolidado |
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| 2 | S3-T2 | Live trading execution | `src/tools/trading.py` | S3-T1 | Trading funcional |
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| 3 | S3-T3 | Persistencia decisiones | `src/services/auto_trade_service.py` | S3-T2 | Decisiones en BD |
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| 4 | S3-T4 | Rate limiting | `src/api/routes.py` | - | Limites aplicados |
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| 5 | S3-T5 | Scalping strategy | `src/strategies/scalping.py` (nuevo) | - | Estrategia funcional |
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| 6 | S3-T6 | Persistencia trades | `src/persistence/db_manager.py` (nuevo) | - | Trades en BD |
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| 7 | S3-T7 | WebSocket signals | `src/signals/ws_consumer.py` (nuevo) | S3-T6 | Real-time signals |
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#### Configuracion Scalping Strategy
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```yaml
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scalping:
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enabled: true
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description: "Fast in-and-out trades for Nova"
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suitable_for:
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- nova
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parameters:
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tick_interval: "1m"
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spread_threshold: 0.05
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min_profit_ticks: 2
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max_position_time_seconds: 300
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rsi_period: 7
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rsi_oversold: 25
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rsi_overbought: 75
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indicators:
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- type: rsi
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period: 7
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- type: ema
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period: 5
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- type: volume
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period: 10
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```
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#### Metricas de Exito Sprint 3
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| Metrica | Minimo Aceptable | Objetivo |
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|---------|-----------------|----------|
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| Portfolio consolidado | MT4 + Binance | Completo |
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| Live trading | Mock funcional | Real si EA Bridge disponible |
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| Rate limiting | 60 req/min | 100 req/min |
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| Scalping tests | > 5 tests | > 10 tests |
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| Trades persistidos | 100% | 100% |
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---
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### SPRINT 4: FRONTEND Y UX (5 dias)
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#### Objetivo
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Mejorar experiencia de usuario y completar modulos faltantes.
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#### Tareas en Orden de Ejecucion
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| # | ID | Tarea | Archivo(s) | Deps | Entregable |
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| 1 | S4-T1 | WebSocket trading | `src/services/websocket.service.ts` | Sprint 2 | Real-time prices |
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| 2 | S4-T2 | Streaming LLM | `src/modules/assistant/pages/Assistant.tsx` | Sprint 3 | Chat streaming |
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| 3 | S4-T3 | Certificados PDF | `src/modules/education/services/certificate.service.ts` | - | PDFs descargables |
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| 4 | S4-T4 | Investment conectado | `src/modules/investment/` | Sprint 2 | Datos reales |
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| 5 | S4-T5 | Dashboard basico | `src/modules/dashboard/` | - | Overview funcional |
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#### Metricas de Exito Sprint 4
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| Metrica | Minimo Aceptable | Objetivo |
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|---------|-----------------|----------|
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| WebSocket latencia | < 500ms | < 200ms |
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| Streaming funcionando | Si | Si |
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| Certificados | Descargables | Con verificacion |
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| Investment data | Backend conectado | Completo |
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---
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### SPRINT 5: SEGURIDAD Y TESTING (5-7 dias)
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#### Objetivo
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Hardening para produccion y cobertura de tests.
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#### Tareas en Orden de Ejecucion
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| # | ID | Tarea | Archivo(s) | Deps | Entregable |
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| 1 | S5-T1 | RLS PostgreSQL | `ddl/rls/*.sql` | - | RLS habilitado |
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| 2 | S5-T2 | Rate limiting Backend | `src/middleware/rate-limiter.ts` | - | Limites globales |
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| 3 | S5-T3 | Auth MCP servers | `apps/mcp-*/src/middleware/auth.ts` | - | Bearer tokens |
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| 4 | S5-T4 | E2E tests core | `e2e/cypress/integration/` | Sprints 1-4 | > 30 tests |
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| 5 | S5-T5 | Integration tests | `src/__tests__/integration/` | - | > 20 tests |
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| 6 | S5-T6 | Security audit | - | S5-T1,T2,T3 | Reporte |
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| 7 | S5-T7 | Contract tests | `tests/contracts/` | - | Interfaces validadas |
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#### RLS Policies a Implementar
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```sql
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-- Auth schema
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CREATE POLICY user_own_sessions ON auth.sessions
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FOR ALL USING (user_id = current_setting('app.user_id')::UUID);
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-- Trading schema
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CREATE POLICY user_own_orders ON trading.orders
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FOR ALL USING (user_id = current_setting('app.user_id')::UUID);
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CREATE POLICY user_own_positions ON trading.positions
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FOR ALL USING (user_id = current_setting('app.user_id')::UUID);
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-- Financial schema
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CREATE POLICY user_own_wallets ON financial.wallets
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FOR ALL USING (user_id = current_setting('app.user_id')::UUID);
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```
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#### Metricas de Exito Sprint 5
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| Metrica | Minimo Aceptable | Objetivo |
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|---------|-----------------|----------|
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| RLS tablas | 10 tablas criticas | 20+ tablas |
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| E2E tests | 30 tests | 50 tests |
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| Integration tests | 20 tests | 40 tests |
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| Vulnerabilidades criticas | 0 | 0 |
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| Coverage global | 50% | 60% |
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---
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## 3. TIMELINE CONSOLIDADO
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```
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Semana 1: Sprint 1 (ML Engine)
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L M X J V
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S1-T1-T2-T3-T4a
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Semana 2: Sprint 1 (cont) + Sprint 2 (inicio)
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L M X J V
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S1-T4b-T5-T6-T7 | S2-T1
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Semana 3: Sprint 2 (Backend)
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L M X J V
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S2-T2-T3-T4-T5-T6-T7
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Semana 4: Sprint 3 (LLM + Agents)
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L M X J V S D
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S3-T0-T1-T2-T3-T4-T5
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Semana 5: Sprint 3 (cont) + Sprint 4
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L M X J V
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S3-T6-T7 | S4-T1-T2-T3
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Semana 6: Sprint 4 (cont) + Sprint 5
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L M X J V
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S4-T4-T5 | S5-T1-T2-T3
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Semana 7: Sprint 5 (Testing)
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L M X J V
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S5-T4-T5-T6-T7
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```
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---
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## 4. CHECKPOINTS DE VALIDACION
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### Checkpoint 1 (Fin Semana 2)
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**Criterios:**
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- [ ] ML API respondiendo correctamente
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- [ ] Al menos 1 modelo con R^2 > 0 (positivo)
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- [ ] Backend puede conectar a ML
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**Decision Gate:** Si no se cumple, activar Plan B ML
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### Checkpoint 2 (Fin Semana 3)
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**Criterios:**
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- [ ] Backend 100% integrado
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- [ ] Todos los endpoints protegidos
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- [ ] Tests de integracion pasando
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**Decision Gate:** Si no se cumple, extender Sprint 2
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### Checkpoint 3 (Fin Semana 5)
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**Criterios:**
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- [ ] MCPOrchestrator funcional
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- [ ] Trading (mock o real) operativo
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- [ ] Scalping strategy implementada
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**Decision Gate:** Si no se cumple, priorizar funcionalidad core
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### Checkpoint 4 (Fin Semana 6)
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**Criterios:**
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- [ ] Frontend completo
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- [ ] WebSocket funcionando
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- [ ] UX validado
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**Decision Gate:** Si no se cumple, diferir features no criticos
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### Checkpoint Final (Fin Semana 7)
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**Criterios:**
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- [ ] RLS habilitado
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- [ ] Tests > 50% coverage
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- [ ] 0 vulnerabilidades criticas
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- [ ] LISTO PARA PRODUCCION
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---
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## 5. ESCALATION PATH
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### Nivel 1: Bloqueo Tecnico
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**Trigger:** Tarea bloqueada > 1 dia
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**Accion:** Pair programming, buscar alternativa
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**Responsable:** Tech Lead
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### Nivel 2: Retraso de Sprint
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**Trigger:** Sprint > 2 dias de retraso
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**Accion:** Reducir scope, mover tareas a siguiente sprint
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**Responsable:** Tech Lead + Product Owner
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### Nivel 3: Riesgo de Proyecto
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**Trigger:** 2+ sprints retrasados O bloqueador critico
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**Accion:** Reunion de crisis, replantear timeline
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**Responsable:** Stakeholders
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---
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## 6. DEFINICION DE DONE
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### Por Tarea
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- [ ] Codigo implementado
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- [ ] Tests escritos (si aplica)
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- [ ] Code review aprobado
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- [ ] Documentacion actualizada
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- [ ] Sin errores de lint
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### Por Sprint
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- [ ] Todas las tareas Done
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- [ ] Tests del sprint pasando
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- [ ] Demo realizada
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- [ ] Retrospectiva completada
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- [ ] Siguiente sprint planificado
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### Por Proyecto (Fase 2)
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- [ ] 100% gaps criticos resueltos
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- [ ] 100% gaps alta prioridad resueltos
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- [ ] > 50% coverage tests
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- [ ] 0 vulnerabilidades criticas
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- [ ] Documentacion completa
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- [ ] Ready for production deploy
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---
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## 7. APROBACION FINAL
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### Estado del Plan
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| Fase | Estado | Fecha |
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|------|--------|-------|
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| Analisis | COMPLETADO | 2026-01-07 |
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| Planeacion | COMPLETADO | 2026-01-07 |
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| Validacion | COMPLETADO | 2026-01-07 |
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| Dependencias | COMPLETADO | 2026-01-07 |
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| Refinamiento | COMPLETADO | 2026-01-07 |
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| **PLAN FINAL** | **LISTO PARA EJECUCION** | 2026-01-07 |
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### Firmas de Aprobacion
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- [ ] Technical Lead: _____________ Fecha: _______
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- [ ] Product Owner: _____________ Fecha: _______
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- [ ] QA Lead: _____________ Fecha: _______
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---
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**Plan refinado:** 2026-01-07
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**Version:** 2.0.0
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**Autor:** Technical Lead (Claude Opus 4.5)
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**Siguiente paso:** Fase 6 - Ejecucion (Sprint 1)
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