e57c71d84f
Phase 1 analysis of trading-platform frontend comparing components, pages, routing, and flows against SRS requirements and OQI documentation. Key findings: - 11 OQI modules analyzed - 55 gaps identified (358 SP total) - 1 orphan component (PortfolioDetailPage) - 6 documents pending migration to docs/ - 40% FR implementation (42/106) - 12 hierarchical subtasks defined following CAPVED Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
337 lines
14 KiB
Markdown
337 lines
14 KiB
Markdown
# FASE 2: ANÁLISIS - Frontend UX/UI Trading Platform
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**Fecha:** 2026-02-03
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**Agente:** PERFIL-FRONTEND (claude-opus-4-5-20251101)
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**Estado:** COMPLETADA
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---
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## 1. MATRIZ DE GAPS POR MÓDULO OQI
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### 1.1 OQI-001: Fundamentos y Autenticación (70%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| Login/Register | Completo | - | - | 0 |
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| OAuth 5 providers | Completo | - | - | 0 |
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| 2FA TOTP | Completo | - | - | 0 |
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| Phone Auth | Completo | - | - | 0 |
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| **Gestión Sesiones** | Parcial | UI existe, lógica incompleta | P1 | 5 |
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| **Logout Global** | Pendiente | No implementado | P1 | 3 |
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| **Dispositivos** | Pendiente | DeviceCard existe, API falta | P2 | 5 |
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**Subtotal:** 3 gaps, 13 SP
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---
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### 1.2 OQI-002: Módulo Educativo (55%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| Catálogo cursos | Completo | - | - | 0 |
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| Detalle curso | Completo | - | - | 0 |
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| Lecciones video | Completo | - | - | 0 |
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| Gamificación XP | Completo | - | - | 0 |
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| **Progreso usuario** | Pendiente | Tracking por lección falta | P1 | 5 |
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| **Quizzes** | Parcial | UI existe, backend incompleto | P1 | 8 |
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| **Certificados** | Pendiente | CertificateGenerator UI only | P2 | 5 |
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| **Reviews/Ratings** | Pendiente | No existe | P3 | 3 |
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**Subtotal:** 4 gaps, 21 SP
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---
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### 1.3 OQI-003: Trading y Charts (40%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| Candlestick Chart | Completo | - | - | 0 |
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| Timeframes | Completo | - | - | 0 |
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| Indicadores técnicos | Completo | - | - | 0 |
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| Watchlists | Completo | - | - | 0 |
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| Paper Trading básico | Completo | - | - | 0 |
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| **TP/SL en órdenes** | Parcial | UI existe, backend falta | P0 | 8 |
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| **Métricas rendimiento** | Parcial | Stats básicas, faltan cálculos | P1 | 5 |
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| **Alertas precio** | Parcial | AlertsPanel existe, push falta | P1 | 5 |
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| **ML Overlay** | Pendiente | MLSignalsPanel existe, overlay no | P0 | 13 |
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| **Exportar trades** | Pendiente | No existe | P2 | 5 |
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| **Order book visual** | Completo | - | - | 0 |
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| **Screener avanzado** | Parcial | TradingScreener básico | P2 | 8 |
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**Subtotal:** 6 gaps, 44 SP
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---
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### 1.4 OQI-004: Cuentas de Inversión (35%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| **Lista productos** | Parcial | UI existe, API mock | P0 | 8 |
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| **Detalle producto** | Parcial | ProductDetail existe | P1 | 5 |
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| **Dashboard inversión** | Parcial | Investment.tsx básico | P0 | 13 |
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| **Depósitos** | Pendiente | No implementado | P0 | 8 |
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| **Retiros** | Parcial | Withdrawals.tsx UI only | P0 | 8 |
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| **Transacciones** | Parcial | Transactions.tsx UI only | P1 | 5 |
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| **Reportes** | Pendiente | Reports.tsx skeleton | P2 | 8 |
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| **KYC básico** | Pendiente | No existe | P1 | 13 |
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**Subtotal:** 8 gaps, 68 SP
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---
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### 1.5 OQI-005: Pagos Stripe (65%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| Pricing | Completo | - | - | 0 |
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| Checkout | Completo | - | - | 0 |
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| Stripe Elements | Completo | PCI-DSS OK | - | 0 |
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| Suscripciones | Completo | - | - | 0 |
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| **Invoices PDF** | Parcial | InvoicePreview existe, PDF falta | P2 | 5 |
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| **Refunds** | Parcial | RefundRequestModal existe | P2 | 3 |
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| **Métodos múltiples** | Pendiente | Solo tarjeta | P3 | 5 |
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**Subtotal:** 3 gaps, 13 SP
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---
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### 1.6 OQI-006: Señales ML (75%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| MLDashboard | Completo | - | - | 0 |
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| Predicciones rango | Completo | - | - | 0 |
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| XGBoost model | Completo | - | - | 0 |
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| MLSignalsPanel | Completo | - | - | 0 |
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| **Ensemble models** | Pendiente | EnsemblePanel UI only | P2 | 8 |
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| **Más símbolos** | Pendiente | Solo BTC/ETH | P2 | 5 |
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| **WebSocket real-time** | Pendiente | API REST funciona | P3 | 3 |
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**Subtotal:** 3 gaps, 16 SP
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---
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### 1.7 OQI-007: LLM Strategy Agent (25%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| Chat básico | Completo | - | - | 0 |
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| ChatInput/Message | Completo | - | - | 0 |
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| **Fine-tuning** | Pendiente | No iniciado | P1 | 13 |
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| **Memory manager** | Pendiente | ContextMemoryDisplay UI only | P1 | 8 |
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| **Tools integration** | Parcial | ToolCallCard existe | P1 | 8 |
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| **Signal interpreter** | Pendiente | SignalCard parcial | P1 | 5 |
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| **Strategy advisor** | Pendiente | StrategyTemplateSelector UI | P1 | 5 |
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| **Modo proactivo** | Pendiente | No existe | P2 | 5 |
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**Subtotal:** 6 gaps, 44 SP
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---
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### 1.8 OQI-008: Portfolio Manager (20%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| PortfolioDashboard | Parcial | Lista básica | P0 | 8 |
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| CreatePortfolio | Parcial | Wizard básico | P1 | 5 |
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| **PortfolioDetailPage** | Huérfano | Sin ruta | P0 | 3 |
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| **Monte Carlo** | Pendiente | No existe | P1 | 13 |
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| **Rebalanceo** | Pendiente | No existe | P1 | 13 |
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| **Goals tracking** | Pendiente | CreateGoal básico | P1 | 8 |
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| **Performance metrics** | Pendiente | No existe | P1 | 8 |
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| **Projections D3** | Pendiente | No existe | P2 | 5 |
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**Subtotal:** 7 gaps, 63 SP
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---
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### 1.9 OQI-009: Marketplace (0%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| **Catálogo productos** | Pendiente | No existe | P1 | 13 |
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| **Signal packs** | Pendiente | No existe | P1 | 8 |
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| **Sesiones asesoría** | Pendiente | Cal.com pendiente | P2 | 8 |
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| **Visualizaciones premium** | Pendiente | No existe | P2 | 5 |
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| **Admin productos** | Pendiente | No existe | P2 | 8 |
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**Subtotal:** 5 gaps, 42 SP
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---
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### 1.10 OQI-010A: MT4 Gateway (0%)
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| Componente | Estado | Gap | Prioridad | SP |
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|------------|--------|-----|-----------|-----|
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| **MT4ConnectionStatus** | Pendiente | No existe | P1 | 5 |
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| **MT4LiveTradesPanel** | Pendiente | No existe | P1 | 8 |
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| **MT4PositionsManager** | Pendiente | No existe | P1 | 8 |
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**Subtotal:** 3 gaps, 21 SP (bloqueado por backend)
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---
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## 2. RESUMEN DE GAPS CONSOLIDADO
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| Prioridad | Cantidad | Story Points | % del Total |
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|-----------|----------|--------------|-------------|
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| **P0** | 8 | 69 | 19% |
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| **P1** | 28 | 192 | 53% |
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| **P2** | 15 | 81 | 22% |
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| **P3** | 4 | 16 | 4% |
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| **TOTAL** | **55** | **358 SP** | 100% |
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---
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## 3. ANÁLISIS DE DEPENDENCIAS
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### 3.1 Grafo de Dependencias entre OQIs
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```
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OQI-001 (Auth) ────────────────────────────────────────┐
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│
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OQI-005 (Payments) ─────────────────────────────────────┤
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│
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▼
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┌───────────────────┐
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│ CORE READY │
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└───────────────────┘
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│
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┌─────────────────────────────────────────┼─────────────────────────────────────────┐
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│ │ │
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▼ ▼ ▼
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┌─────────────┐ ┌─────────────┐ ┌─────────────┐
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│ OQI-003 │ │ OQI-002 │ │ OQI-006 │
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│ Trading │ │ Education │ │ ML Signals │
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└─────────────┘ └─────────────┘ └─────────────┘
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│ │ │
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│ │ │
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▼ │ ▼
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┌─────────────┐ │ ┌─────────────┐
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│ OQI-004 │ │ │ OQI-007 │
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│ Investment │◀─────────────────────────────────┘ │ LLM Agent │
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└─────────────┘ └─────────────┘
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│ │
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│ │
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▼ │
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┌─────────────┐ │
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│ OQI-008 │◀───────────────────────────────────────────────────────────────────────────┘
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│ Portfolio │
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└─────────────┘
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│
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▼
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┌─────────────┐ ┌─────────────┐
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│ OQI-009 │ │ OQI-010A │ (Bloqueado - Backend)
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│ Marketplace │ │ MT4 Gateway │
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└─────────────┘ └─────────────┘
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```
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### 3.2 Dependencias Críticas
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| OQI Origen | OQI Destino | Tipo | Nota |
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|------------|-------------|------|------|
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| OQI-001 | Todos | Hard | Auth requerido para todas las features |
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| OQI-003 | OQI-004 | Soft | Trading charts usados en Investment |
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| OQI-006 | OQI-003 | Hard | ML overlay depende de predicciones |
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| OQI-006 | OQI-007 | Hard | LLM necesita señales ML |
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| OQI-004 | OQI-008 | Hard | Portfolio gestiona inversiones |
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| OQI-007 | OQI-008 | Soft | LLM puede sugerir portafolios |
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| OQI-008 | OQI-009 | Soft | Marketplace vende productos Portfolio |
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---
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## 4. ANÁLISIS DE ROUTING
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### 4.1 Problemas Detectados
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| ID | Problema | Componente | Solución | SP |
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|----|----------|------------|----------|-----|
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| R-001 | Componente huérfano | PortfolioDetailPage | Agregar ruta `/portfolio/:portfolioId` | 2 |
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| R-002 | Links rotos | PortfolioDashboard | Actualizar links a ruta correcta | 1 |
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| R-003 | Ruta duplicada | `/settings/billing` | Consolidar en una ubicación | 1 |
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**Subtotal:** 4 SP
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---
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## 5. ANÁLISIS DE PURGA Y MIGRACIÓN
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### 5.1 Documentos para Migración a docs/
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| Origen | Destino | Contenido | Prioridad |
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|--------|---------|-----------|-----------|
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| `_archive/TASK-2026-01-25-ML-TRAINING-ENHANCEMENT/03-PLANEACION.md` | `docs/02-definicion-modulos/OQI-006-ml-signals/ML-ARCHITECTURE-ENHANCEMENT.md` | Estrategias ML | P1 |
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| `_archive/TASK-2026-01-26-ANALYSIS-INTEGRATION-PLAN/02-ANALISIS.md` | `docs/00-vision-general/TRADING-PLATFORM-COHERENCE-ANALYSIS.md` | Análisis coherencia | P2 |
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| `_archive/TASK-2026-01-26-ANALYSIS-INTEGRATION-PLAN/03-PLAN.md` | `docs/00-vision-general/TRADING-PLATFORM-ROADMAP-2026.md` | Roadmap | P1 |
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| `_archive/TASK-2026-01-25-FRONTEND-COMPONENTS-*/` | `docs/40-estandares/ESTANDAR-COMPONENTES-FRONTEND.md` | Patrones | P2 |
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| `_archive/TASK-2026-01-25-OQI-003-TRADING-ADVANCED/` | `docs/02-definicion-modulos/OQI-003-trading-charts/CANVAS-OPTIMIZATION-GUIDE.md` | Canvas patterns | P3 |
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| `_archive/TASK-2026-01-28-002-SPRINT2-P1-GAPS/` | `docs/02-definicion-modulos/OQI-003-trading-charts/MARKET-DATA-SERVICE-SPEC.md` | Market Data | P1 |
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### 5.2 Recomendaciones de Purga
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**Tareas a purgar:** 0
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**Razón:** Todas las 19 tareas archivadas mantienen trazabilidad con código en producción. Purgar rompería la cadena de auditoría.
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---
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## 6. ORDEN DE EJECUCIÓN PROPUESTO
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### 6.1 Sprint 1: Fundamentos (P0)
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1. **SUBTASK-001-ROUTING** - Resolver componentes huérfanos y links rotos
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2. **SUBTASK-002-OQI-001-AUTH** - Completar gestión de sesiones
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### 6.2 Sprint 2: Trading Core (P0-P1)
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3. **SUBTASK-004-OQI-003-TRADING** - TP/SL, ML Overlay, Alertas
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4. **SUBTASK-007-OQI-006-ML** - Integración ML signals completa
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### 6.3 Sprint 3: Investment (P0-P1)
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5. **SUBTASK-005-OQI-004-INVESTMENT** - Dashboard, depósitos, retiros
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6. **SUBTASK-006-OQI-005-PAYMENTS** - Invoices PDF
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### 6.4 Sprint 4: Advanced Features (P1)
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7. **SUBTASK-003-OQI-002-EDUCATION** - Progreso, quizzes
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8. **SUBTASK-008-OQI-007-LLM** - Memory manager, tools
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9. **SUBTASK-009-OQI-008-PORTFOLIO** - Monte Carlo, rebalanceo
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### 6.5 Sprint 5: Growth (P2-P3)
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10. **SUBTASK-010-OQI-009-MARKETPLACE** - Catálogo completo
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11. **SUBTASK-011-MIGRACION-DOCS** - Migrar documentación
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12. **SUBTASK-012-INVENTARIOS-SYNC** - Sincronizar inventarios
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---
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## 7. CONCLUSIÓN DEL ANÁLISIS
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### 7.1 Resumen Ejecutivo
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| Métrica | Valor |
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|---------|-------|
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| Total gaps identificados | 55 |
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| Story points pendientes | 358 SP |
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| Módulos con gaps P0 | 4 (OQI-003, OQI-004, OQI-008, Routing) |
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| Documentos para migrar | 6 |
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| Tareas para purgar | 0 |
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### 7.2 Riesgos Identificados
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| Riesgo | Probabilidad | Impacto | Mitigación |
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|--------|--------------|---------|------------|
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| Backend OQI-004 incompleto | Alta | Crítico | Priorizar backend antes de frontend |
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| MT4 Gateway bloqueado | Alta | Alto | Postponer hasta Q3 |
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| Fine-tuning LLM complejo | Media | Medio | Usar Claude API como fallback |
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| Test coverage bajo (15%) | Alta | Medio | Incluir tests en cada subtask |
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### 7.3 Próximo Paso
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Proceder a **Fase 3: Planificación** para detallar subtareas jerárquicas con CAPVED.
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---
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*Documento generado: 2026-02-03 | Versión: 1.0.0*
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