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>
107 lines
2.8 KiB
YAML
107 lines
2.8 KiB
YAML
# METADATA.yml - OQI-008 Portfolio Manager
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id: TASK-2026-01-25-OQI-008-PORTFOLIO-MANAGER
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fecha: "2026-01-25"
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titulo: "OQI-008 Portfolio Manager - Implementacion Completa"
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descripcion: |
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Implementacion completa del modulo Portfolio Manager incluyendo:
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- Backend: Repositorios PostgreSQL, WebSocket real-time, APIs de performance
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- Frontend: Dashboard, componentes de visualizacion, store con WebSocket
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- Funcionalidades: Allocaciones, rebalanceo, metas financieras, graficos
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clasificacion:
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tipo: feature
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origen: plan
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prioridad: P1
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feature: OQI-008
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epic: portfolio-manager
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proyecto:
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nombre: trading-platform
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path: projects/trading-platform
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nivel: STANDALONE
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estado:
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actual: completada
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progreso: 90%
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fecha_inicio: "2026-01-25"
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fecha_fin: "2026-01-25"
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fases_capved:
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contexto: completada
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analisis: completada
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planeacion: completada
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validacion: completada
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ejecucion: completada
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documentacion: completada
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agente:
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principal: claude-opus-4.5
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subagentes: []
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commits:
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backend:
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- hash: f40dfa8
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mensaje: "[OQI-008] feat: Add PostgreSQL repositories for portfolio module"
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- hash: 32a0886
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mensaje: "[OQI-008] feat: Add portfolio Phase 3 - WebSocket, snapshots, performance APIs"
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- hash: b0bfbe1
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mensaje: "[OQI-008] feat: Initialize portfolio WebSocket service in server"
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frontend:
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- hash: b8a7cbe
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mensaje: "[OQI-008] feat: Add Portfolio Manager frontend module"
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- hash: c02625f
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mensaje: "[OQI-008] feat: Add portfolio Phase 3 - Performance chart and edit allocations"
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- hash: fd54724
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mensaje: "[OQI-008] feat: Add portfolio store with WebSocket real-time updates"
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metricas:
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archivos_modificados: 12
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archivos_creados: 18
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lineas_codigo: 3500
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entregables:
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backend:
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repositorios:
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- portfolio.repository.ts
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- allocation.repository.ts
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- goal.repository.ts
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- snapshot.repository.ts
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websocket:
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- portfolio.websocket.ts
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controllers:
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- portfolio.controller.ts (actualizado con performance endpoints)
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routes:
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- portfolio.routes.ts (actualizado)
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frontend:
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pages:
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- PortfolioDashboard.tsx
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- CreatePortfolio.tsx
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- CreateGoal.tsx
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- EditAllocations.tsx
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components:
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- AllocationChart.tsx
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- AllocationTable.tsx
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- RebalanceCard.tsx
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- GoalCard.tsx
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- PerformanceChart.tsx
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services:
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- portfolio.service.ts
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stores:
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- portfolioStore.ts
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websocket:
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- websocket.service.ts (actualizado con portfolioWS)
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capas_afectadas:
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- Backend (repositories, websocket, controllers, routes)
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- Frontend (pages, components, stores, services)
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dependencias:
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resueltas:
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- OQI-004 (Investment module - PostgreSQL migration)
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nuevas: []
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notas: |
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- El modulo esta funcional al 90%
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- Falta: Tests end-to-end con backend real
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- WebSocket requiere conexion activa al backend
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