trading-platform/orchestration/tareas/_archive/2026-01/TASK-2026-01-25-OQI-008-PORTFOLIO-MANAGER/05-EJECUCION.md

05-EJECUCION - OQI-008 Portfolio Manager

Fase 1: Backend - Repositorios PostgreSQL

Archivos Creados

apps/backend/src/modules/portfolio/repositories/
├── portfolio.repository.ts    # CRUD portafolios
├── allocation.repository.ts   # Gestion allocaciones
├── goal.repository.ts         # Metas financieras
└── index.ts                   # Exports

Commit

f40dfa8 [OQI-008] feat: Add PostgreSQL repositories for portfolio module

---

Fase 2: Frontend - Modulo Dedicado

Archivos Creados

apps/frontend/src/modules/portfolio/
├── pages/
│   ├── PortfolioDashboard.tsx  # Dashboard con tabs
│   ├── CreatePortfolio.tsx     # Formulario creacion
│   └── CreateGoal.tsx          # Formulario metas
├── components/
│   ├── AllocationChart.tsx     # Donut chart
│   ├── AllocationTable.tsx     # Tabla posiciones
│   ├── RebalanceCard.tsx       # Recomendaciones
│   └── GoalCard.tsx            # Card de meta
└── services/
    └── portfolio.service.ts    # API client

Rutas Agregadas (App.tsx)

<Route path="/portfolio" element={<PortfolioDashboard />} />
<Route path="/portfolio/new" element={<CreatePortfolio />} />
<Route path="/portfolio/goals/new" element={<CreateGoal />} />

Commit

b8a7cbe [OQI-008] feat: Add Portfolio Manager frontend module

---

Fase 3: Funcionalidades Avanzadas

Backend - WebSocket y Performance

apps/backend/src/modules/portfolio/
├── websocket/
│   └── portfolio.websocket.ts   # Real-time updates
├── repositories/
│   └── snapshot.repository.ts   # Historial valores
└── controllers/
    └── portfolio.controller.ts  # +getPerformance, +getPerformanceStats

Frontend - Charts y Edit

apps/frontend/src/modules/portfolio/
├── components/
│   └── PerformanceChart.tsx     # Canvas line chart
└── pages/
    └── EditAllocations.tsx      # Editor allocaciones

Commits

Backend: 32a0886 [OQI-008] feat: Add portfolio Phase 3 - WebSocket, snapshots, performance APIs
Frontend: c02625f [OQI-008] feat: Add portfolio Phase 3 - Performance chart and edit allocations

---

Fase 4: Integracion WebSocket

Backend

// index.ts
import { portfolioWebSocket } from './modules/portfolio/websocket/portfolio.websocket.js';

// Initialize
portfolioWebSocket.initialize();

// Graceful shutdown
portfolioWebSocket.shutdown();

Frontend

// websocket.service.ts
export const portfolioWS = new WebSocketService({
  url: `${WS_BASE_URL}/ws/portfolio`,
  reconnectInterval: 5000,
  maxReconnectAttempts: 15,
});

export function usePortfolioUpdates(portfolioId: string | null) { ... }

// portfolioStore.ts (nuevo)
- State management con Zustand
- WebSocket connection/disconnection
- Real-time updates handling
- Actions: fetchPortfolios, selectPortfolio, executeRebalance, etc.

Commits

Backend: b0bfbe1 [OQI-008] feat: Initialize portfolio WebSocket service in server
Frontend: fd54724 [OQI-008] feat: Add portfolio store with WebSocket real-time updates

---

Validaciones Realizadas

• Codigo compila sin errores
• Imports correctos
• Rutas registradas
• WebSocket inicializado
• Store funcional
• Commits pusheados

Resultado Final

Progreso OQI-008: 20% → 90%

Funcionalidades completadas:

• Dashboard con resumen y metas
• Grafico de allocaciones (donut)
• Grafico de rendimiento (line chart)
• Editor de allocaciones
• Rebalanceo automatico
• Metas financieras
• Actualizaciones en tiempo real