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>
149 lines
3.6 KiB
Markdown
149 lines
3.6 KiB
Markdown
# 05-EJECUCION - OQI-008 Portfolio Manager
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## Fase 1: Backend - Repositorios PostgreSQL
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### Archivos Creados
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```
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apps/backend/src/modules/portfolio/repositories/
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├── portfolio.repository.ts # CRUD portafolios
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├── allocation.repository.ts # Gestion allocaciones
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├── goal.repository.ts # Metas financieras
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└── index.ts # Exports
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```
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### Commit
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```
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f40dfa8 [OQI-008] feat: Add PostgreSQL repositories for portfolio module
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```
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---
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## Fase 2: Frontend - Modulo Dedicado
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### Archivos Creados
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```
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apps/frontend/src/modules/portfolio/
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├── pages/
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│ ├── PortfolioDashboard.tsx # Dashboard con tabs
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│ ├── CreatePortfolio.tsx # Formulario creacion
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│ └── CreateGoal.tsx # Formulario metas
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├── components/
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│ ├── AllocationChart.tsx # Donut chart
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│ ├── AllocationTable.tsx # Tabla posiciones
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│ ├── RebalanceCard.tsx # Recomendaciones
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│ └── GoalCard.tsx # Card de meta
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└── services/
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└── portfolio.service.ts # API client
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```
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### Rutas Agregadas (App.tsx)
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```typescript
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<Route path="/portfolio" element={<PortfolioDashboard />} />
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<Route path="/portfolio/new" element={<CreatePortfolio />} />
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<Route path="/portfolio/goals/new" element={<CreateGoal />} />
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```
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### Commit
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```
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b8a7cbe [OQI-008] feat: Add Portfolio Manager frontend module
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```
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---
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## Fase 3: Funcionalidades Avanzadas
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### Backend - WebSocket y Performance
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```
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apps/backend/src/modules/portfolio/
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├── websocket/
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│ └── portfolio.websocket.ts # Real-time updates
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├── repositories/
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│ └── snapshot.repository.ts # Historial valores
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└── controllers/
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└── portfolio.controller.ts # +getPerformance, +getPerformanceStats
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```
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### Frontend - Charts y Edit
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```
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apps/frontend/src/modules/portfolio/
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├── components/
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│ └── PerformanceChart.tsx # Canvas line chart
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└── pages/
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└── EditAllocations.tsx # Editor allocaciones
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```
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### Commits
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```
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Backend: 32a0886 [OQI-008] feat: Add portfolio Phase 3 - WebSocket, snapshots, performance APIs
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Frontend: c02625f [OQI-008] feat: Add portfolio Phase 3 - Performance chart and edit allocations
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```
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---
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## Fase 4: Integracion WebSocket
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### Backend
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```typescript
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// index.ts
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import { portfolioWebSocket } from './modules/portfolio/websocket/portfolio.websocket.js';
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// Initialize
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portfolioWebSocket.initialize();
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// Graceful shutdown
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portfolioWebSocket.shutdown();
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```
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### Frontend
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```typescript
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// websocket.service.ts
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export const portfolioWS = new WebSocketService({
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url: `${WS_BASE_URL}/ws/portfolio`,
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reconnectInterval: 5000,
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maxReconnectAttempts: 15,
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});
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export function usePortfolioUpdates(portfolioId: string | null) { ... }
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```
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```typescript
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// portfolioStore.ts (nuevo)
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- State management con Zustand
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- WebSocket connection/disconnection
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- Real-time updates handling
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- Actions: fetchPortfolios, selectPortfolio, executeRebalance, etc.
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```
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### Commits
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```
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Backend: b0bfbe1 [OQI-008] feat: Initialize portfolio WebSocket service in server
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Frontend: fd54724 [OQI-008] feat: Add portfolio store with WebSocket real-time updates
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```
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---
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## Validaciones Realizadas
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- [x] Codigo compila sin errores
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- [x] Imports correctos
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- [x] Rutas registradas
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- [x] WebSocket inicializado
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- [x] Store funcional
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- [x] Commits pusheados
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## Resultado Final
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**Progreso OQI-008:** 20% → 90%
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**Funcionalidades completadas:**
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- Dashboard con resumen y metas
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- Grafico de allocaciones (donut)
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- Grafico de rendimiento (line chart)
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- Editor de allocaciones
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- Rebalanceo automatico
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- Metas financieras
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- Actualizaciones en tiempo real
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