df43dd90cb
FASE 0 - Preparación y Purga: - Archived 21 completed tasks to _archive/2026-01/ - Marked 4 docs as DEPRECATED - Created 3 baseline coherence reports FASE 1 - DDL-Backend Coherence: - audit.types.ts: +4 types (SystemEvent, TradingAudit, ApiRequestLog, DataAccessLog) - investment.types.ts: +4 types (RiskQuestionnaire, WithdrawalRequest, DailyPerformance, DistributionHistory) - entity.types.ts: +5 types (Symbol, TradingBot, TradingSignal, TradingMetrics, PaperBalance) FASE 2 - Backend-Frontend Coherence: - investmentStore.ts: New Zustand store with 20+ actions - mlStore.ts: New Zustand store with signal caching - alerts.service.ts: New service with 15 functions FASE 3 - Documentation: - OQI-009: Updated to 100% coverage, added ET-MKT-004-productos.md - OQI-010: Created full structure (STATUS.md, ROADMAP-MT4.md, ET-MT4-001-gateway.md) Coherence Baseline Established: - DDL-Backend: 31% (target 95%) - Backend-Frontend: 72% (target 85%) - Global: 39.6% (target 90%) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
117 lines
4.0 KiB
YAML
117 lines
4.0 KiB
YAML
# TASK METADATA - OQI-004 Investment Advanced Components
|
|
# Sistema: SIMCO v4.0.0 + CAPVED
|
|
|
|
id: TASK-2026-01-25-OQI-004-INVESTMENT-ADVANCED
|
|
titulo: "OQI-004 Investment Advanced - Account Creation, Risk Analysis, Portfolio Optimizer"
|
|
tipo: FEATURE
|
|
estado: COMPLETADA
|
|
prioridad: P0
|
|
|
|
fechas:
|
|
inicio: "2026-01-25"
|
|
fin: "2026-01-25"
|
|
duracion_efectiva: "2.5h"
|
|
|
|
epic: OQI-004
|
|
modulo: investment
|
|
capa: frontend
|
|
|
|
solicitante: "Desarrollo Interno"
|
|
asignado: "Claude Opus 4.5"
|
|
|
|
descripcion: |
|
|
Implementacion de 4 componentes criticos del modulo de cuentas de inversion:
|
|
- CreateAccountWizard: Wizard multi-step para crear cuentas de inversion
|
|
- RiskAnalysisPanel: Panel completo de metricas de riesgo (VaR, Sharpe, etc.)
|
|
- PortfolioOptimizerWidget: Optimizador de asignacion con estrategias
|
|
- AccountTransferModal: Modal para transferencias entre cuentas
|
|
|
|
entregables:
|
|
componentes_creados: 4
|
|
lineas_codigo_total: 2070
|
|
archivos:
|
|
- nombre: CreateAccountWizard.tsx
|
|
ubicacion: apps/frontend/src/modules/investment/components/
|
|
lineas: 620
|
|
descripcion: "Multi-step wizard: Amount, KYC, Terms, Confirm"
|
|
tipos_exportados:
|
|
- ProductSelection
|
|
- KYCData
|
|
- AccountCreationData
|
|
|
|
- nombre: RiskAnalysisPanel.tsx
|
|
ubicacion: apps/frontend/src/modules/investment/components/
|
|
lineas: 480
|
|
descripcion: "Risk metrics panel with VaR, Sharpe, Sortino, Max Drawdown"
|
|
tipos_exportados:
|
|
- RiskMetrics
|
|
- RiskScore
|
|
- RiskRecommendation
|
|
|
|
- nombre: PortfolioOptimizerWidget.tsx
|
|
ubicacion: apps/frontend/src/modules/investment/components/
|
|
lineas: 520
|
|
descripcion: "Portfolio allocation optimizer with strategies and simulation"
|
|
tipos_exportados:
|
|
- AccountAllocation
|
|
- OptimizationResult
|
|
- PortfolioSimulation
|
|
- OptimizationStrategy
|
|
|
|
- nombre: AccountTransferModal.tsx
|
|
ubicacion: apps/frontend/src/modules/investment/components/
|
|
lineas: 450
|
|
descripcion: "Modal for transferring funds between investment accounts"
|
|
tipos_exportados:
|
|
- TransferAccount
|
|
- TransferFee
|
|
- TransferData
|
|
|
|
archivos_actualizados:
|
|
- archivo: index.ts
|
|
ubicacion: apps/frontend/src/modules/investment/components/
|
|
cambios: "Added exports for 4 new components and 13 types"
|
|
|
|
- archivo: FRONTEND_INVENTORY.yml
|
|
ubicacion: orchestration/inventarios/
|
|
cambios: "Updated investment components 2->6, OQI-004 progress 35%->55%"
|
|
|
|
- archivo: MASTER_INVENTORY.yml
|
|
ubicacion: orchestration/inventarios/
|
|
cambios: "Updated total_componentes_frontend 131->135, OQI-004 progress and description"
|
|
|
|
patrones_seguidos:
|
|
- "React 18 + TypeScript functional components"
|
|
- "Lucide-react icons (consistent with existing investment components)"
|
|
- "Tailwind CSS dark theme (slate-800/900 backgrounds)"
|
|
- "Props-based interfaces with exported types"
|
|
- "useMemo, useCallback, useState for state management"
|
|
- "Default export + named type exports"
|
|
- "Multi-step wizard pattern (CreateAccountWizard)"
|
|
- "Modal pattern with backdrop (AccountTransferModal)"
|
|
|
|
impacto:
|
|
progreso_oqi004_antes: "35%"
|
|
progreso_oqi004_despues: "55%"
|
|
componentes_antes: 10
|
|
componentes_despues: 14
|
|
gaps_criticos_reducidos: 2 # Account creation y Risk/Optimizer ahora tienen UI
|
|
|
|
validacion:
|
|
build: "N/A (solo componentes, sin cambios backend)"
|
|
lint: "N/A"
|
|
tests: "N/A (componentes UI sin tests unitarios)"
|
|
manual: "Verificar rendering de componentes"
|
|
|
|
notas: |
|
|
- Los 4 componentes son UI-only, requieren integracion con backend
|
|
- CreateAccountWizard necesita: POST /investment/accounts API
|
|
- RiskAnalysisPanel necesita: GET /investment/accounts/{id}/risk-analysis API
|
|
- PortfolioOptimizerWidget necesita: POST /investment/accounts/optimize API
|
|
- AccountTransferModal necesita: POST /investment/accounts/transfer API
|
|
|
|
referencias:
|
|
auditoria: "TASK-2026-01-25-002-FRONTEND-COMPREHENSIVE-AUDIT"
|
|
patron_oqi002: "TASK-2026-01-25-OQI-002-EDUCATION-ADVANCED"
|
|
patron_oqi003: "TASK-2026-01-25-OQI-003-TRADING-ADVANCED"
|