Traceability Matrix

1. Introduction

This traceability matrix provides a Completo mapping from Requisitos (user stories) through Implementación (code artifacts) to validation (test cases), ensuring all Funcionalidades are traceable and auditable. The matrix enables stakeholders to verify that all Requisitos have been implemented, tested, and meet acceptance criteria.

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2. Traceability Matrix

Legend

Estado Indicators:

• ✅ Completo - Fully implemented and tested
• 🟡 En Progreso - Partially implemented or tested
• 🔴 Pendiente - Not yet implemented or tested

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Order Management (25 stories)

ID	Sprint	Description	AC Estado	Implementación Files	Test Cases	Evidence	Status
US-S1-001	S1	Agent dashboard for orders	✅	algesta-dashboard-react/src/Funcionalidades/orders/	Manual	Figma prototype	✅
US-S1-002	S1	WhatsApp interaction flow	✅	algesta-agent/jelou/	Manual	Figma prototype	✅
US-S2-001	S2	WhatsApp order creation	✅	algesta-agent/jelou/, algesta-ms-orders-nestjs/src/application/handlers/commands/create-order.handler.ts	Sprint 2 Pruebas notes	WhatsApp integration validated	✅
US-S2-002	S2	Order notification to client	✅	algesta-ms-notifications-nestjs/src/application/handlers/send-whatsapp-notification.handler.ts	Sprint 2 Pruebas	Notifications validated	✅
US-S3-001	S3	View orders with filters	✅	algesta-dashboard-react/src/Funcionalidades/orders/, algesta-ms-orders-nestjs/src/application/handlers/queries/orders/get-all-orders.handler.ts	Sprint 3 Pruebas	Order list validated	✅
US-S3-002	S3	View order details	✅	algesta-dashboard-react/src/Funcionalidades/orders/Componentes/OrderDetail.tsx, algesta-ms-orders-nestjs/src/application/handlers/queries/orders/get-order-by-id.handler.ts	Sprint 3 Pruebas	Order detail validated	✅
US-S3-003	S3	Assign order to agent	✅	algesta-ms-orders-nestjs/src/application/handlers/commands/assign-technician-to-order.handler.ts	Sprint 3 Pruebas	Assignment validated	✅
US-S4-001	S4	Publish order to marketplace	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/auction/publish-order-for-auction.handler.ts	Sprint 4 - Historia 16544	Publication validated	✅
US-S4-002	S4	Track marketplace Estado	✅	algesta-dashboard-react/src/Funcionalidades/marketplace/Componentes/AuctionEstado.tsx	Sprint 4 Pruebas	Status tracking validated	✅
US-S5-001	S5	View provider offers	✅	algesta-ms-provider-nestjs/src/application/handlers/queries/auction/list-auction-offers.handler.ts	Sprint 5 Pruebas	Offers list validated	✅
US-S5-002	S5	Select provider	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/auction/assign-provider.handler.ts	Sprint 5 Pruebas	Selection validated	✅
US-S5-003	S5	Send Documentos to signature	✅	algesta-ms-orders-nestjs/src/application/handlers/commands/send-to-signature.handler.ts	Sprint 5 Pruebas	Signature sending validated	✅
US-S6-001	S6	Schedule technical visit	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/schedule-technical-visit.handler.ts	Sprint 6 Pruebas	Visit scheduling validated	✅
US-S6-002	S6	Submit execution report	✅	algesta-ms-orders-nestjs/src/application/handlers/commands/submit-execution-report.handler.ts	Sprint 6 Pruebas	Report submission validated	✅
US-S7-001	S7	Agent reviews execution report	✅	algesta-ms-orders-nestjs/src/application/handlers/commands/review-execution-report.handler.ts	Sprint 7 Pruebas	Review validated	✅
US-S7-002	S7	Client approves work	✅	algesta-ms-orders-nestjs/src/application/handlers/commands/approve-work.handler.ts	Sprint 7 Pruebas	Approval validated	✅
US-S8-001	S8	Close order	✅	algesta-ms-orders-nestjs/src/application/handlers/commands/close-order.handler.ts	Sprint 8 Pruebas	Closure validated	✅
Historia-16502	S3-S8	Request management	✅	Multiple files in orders feature	Pruebas notes	Completo flow validated	✅

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Marketplace and Auctions (12 stories)

ID	Sprint	Description	AC Estado	Implementación Files	Test Cases	Evidence	Status
US-S4-010	S4	Publish order to marketplace (Agent)	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/auction/publish-order-for-auction.handler.ts	Sprint 4 - Historia 16544	Publication validated	✅
US-S4-011	S4	View available orders (Provider)	✅	algesta-ms-provider-nestjs/src/application/handlers/queries/auction/list-auctions.handler.ts	Sprint 4 Pruebas	List validated	✅
US-S4-012	S4	Submit offer (Provider)	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/auction/create-auction-offer.handler.ts	Sprint 4 Pruebas	Offer submission validated	✅
US-S4-013	S4	View offers (Agent)	✅	algesta-ms-provider-nestjs/src/application/handlers/queries/auction/list-auction-offers.handler.ts	Sprint 4 Pruebas	Offers view validated	✅
US-S4-014	S4	Select provider (Agent)	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/auction/assign-provider.handler.ts	Sprint 4 Pruebas	Selection validated	✅
US-S6-020	S6	Itemized quotation in auction	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/auction/create-dynamic-items.handler.ts	Sprint 6 Pruebas	Itemized structure validated	✅
US-S7-025	S7	Marketplace with agent info	✅	Marketplace UI updates	Sprint 7 Pruebas	Agent info validated	✅
US-S8-030	S8	Inflate quotation Valors	✅	algesta-dashboard-react/src/Funcionalidades/marketplace/auction/hooks/use-inflate-quotation-state.ts	Sprint 8 Pruebas	Inflation validated	✅
US-S8-031	S8	Extend auction duration	🟡	Partial Implementación	Pendiente	Pendiente	🟡
US-S8-032	S8	Cancel auction	🟡	Partial Implementación	Pendiente	Pendiente	🟡

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Provider Management (15 stories)

ID	Sprint	Description	AC Estado	Implementación Files	Test Cases	Evidence	Status
US-S3-010	S3	Provider registration	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/provider/process-registration.handler.ts	Sprint 3 Pruebas	Registration validated	✅
US-S3-011	S3	Document upload	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/Documento/create-Documento.handler.ts	Sprint 3 Pruebas	Upload validated	✅
US-S3-012	S3	View provider profile	✅	algesta-ms-provider-nestjs/src/application/handlers/queries/provider/get-provider-by-id.handler.ts	Sprint 3 Pruebas	Profile view validated	✅
US-S4-015	S4	Document validation by agent	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/Documento/validate-Documento.handler.ts	Sprint 4 Pruebas	Validation validated	✅
US-S4-016	S4	Automated eligibility calculation	✅	algesta-ms-provider-nestjs/src/application/handlers/queries/provider/validate-provider-eligibility.handler.ts	Sprint 4 Pruebas	Eligibility validated	✅
US-S4-017	S4	Expiration alerts	✅	algesta-ms-notifications-nestjs/src/jobs/check-expiring-Documentos.job.ts	Sprint 4 Pruebas	Alerts validated	✅
US-S5-020	S5	Provider performance Métricas	✅	algesta-ms-provider-nestjs/src/application/handlers/queries/provider/get-provider-performance.handler.ts	Sprint 5 Pruebas	Métricas validated	✅
US-S5-021	S5	Provider order history	✅	algesta-ms-provider-nestjs/src/application/handlers/queries/provider/get-provider-order-history.handler.ts	Sprint 5 Pruebas	History validated	✅
US-S7-030	S7	Provider suspension	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/provider/suspend-provider.handler.ts	Sprint 7 Pruebas	Suspension validated	✅
US-S7-031	S7	Provider reactivation	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/provider/reactivate-provider.handler.ts	Sprint 7 Pruebas	Reactivation validated	✅

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Asset Management (10 stories)

ID	Sprint	Description	AC Estado	Implementación Files	Test Cases	Evidence	Status
US-S6-022	S6	Serial recognition via photo	🟡	algesta-ms-orders-nestjs/src/shared/services/ocr.service.ts	Sprint 6-7 Pruebas	Serial recognition tested	🟡
US-S6-023	S6	Manual HV creation	✅	algesta-ms-orders-nestjs/src/application/handlers/commands/create-asset.handler.ts	Sprint 6 Pruebas	Manual creation validated	✅
US-S7-027	S7	Automated HV creation from order	🟡	algesta-ms-orders-nestjs/src/application/handlers/commands/create-or-update-asset.handler.ts	Sprint 7 - Historia 16016	HV creation validated	🟡
US-S7-028	S7	Asset state tracking	🟡	algesta-ms-orders-nestjs/src/domain/entities/asset.entity.ts	Sprint 7 Pruebas	State tracking partial	🟡
US-S8-035	S8	View asset HV and history	🟡	algesta-dashboard-react/src/Funcionalidades/assets/Componentes/AssetDetail.tsx	Sprint 8 - Historia 17988	HV access validated	🟡
US-S8-036	S8	Asset search and filters	🟡	algesta-dashboard-react/src/Funcionalidades/assets/Componentes/AssetList.tsx	Sprint 8 Pruebas	Search validated	🟡

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Quotation and Approvals (10 stories)

ID	Sprint	Description	AC Estado	Implementación Files	Test Cases	Evidence	Status
US-S5-010	S5	Provider submits quotation	✅	algesta-ms-orders-nestjs/src/application/handlers/commands/send-quote.handler.ts	Sprint 5 Pruebas	Quotation submission validated	✅
US-S5-011	S5	Client approves quotation	✅	algesta-dashboard-react/src/Funcionalidades/clients/api/quotation-accept.ts	Sprint 5 Pruebas	Approval validated	✅
US-S6-020	S6	Agent creates itemized structure	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/auction/create-dynamic-items.handler.ts	Sprint 6 Pruebas	Itemized structure validated	✅
US-S6-021	S6	Provider prices items	✅	Provider portal UI	Sprint 6 Pruebas	Item pricing validated	✅
US-S8-030	S8	Agent applies margin (inflation)	✅	algesta-ms-provider-nestjs/src/application/handlers/commands/auction/create-offer-inflation.handler.ts	Sprint 8 Pruebas	Inflation validated	✅
US-S8-031	S8	Multi-level approval	🟡	Partial Implementación	Pendiente	Basic approval validated	🟡

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Reporting and KPIs (8 stories)

ID	Sprint	Description	AC Estado	Implementación Files	Test Cases	Evidence	Status
US-S7-030	S7	KPI dashboard design	✅	algesta-dashboard-react/src/Funcionalidades/kpis/	Sprint 7 Pruebas	Dashboard validated	✅
US-S7-031	S7	SLA configuration	🟡	Partial Implementación	Pendiente	Basic thresholds validated	🟡
US-S8-040	S8	KPI calculation with real data	✅	algesta-ms-orders-nestjs/src/application/handlers/queries/orders/get-orders-counter.handler.ts	Sprint 8 Pruebas	KPIs validated	✅
US-S8-041	S8	”Time Remaining” column	✅	Dashboard UI	Sprint 8 Pruebas	Time remaining validated	✅

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External Integrations (10 stories)

ID	Sprint	Description	AC Estado	Implementación Files	Test Cases	Evidence	Status
US-S2-001	S2	WhatsApp integration	✅	algesta-agent/jelou/	Sprint 2 Pruebas	WhatsApp validated	✅
US-S5-015	S5	DocuSign integration	✅	DocuSign service	Sprint 5 Pruebas	Signature validated	✅
US-S6-018	S6	View signature status	✅	Dashboard UI	Sprint 6 Pruebas	Status tracking validated	✅
US-S6-022	S6	OCR integration	🟡	algesta-ms-orders-nestjs/src/shared/services/ocr.service.ts	Sprint 6-7 Pruebas	OCR tested	🟡
US-S8-035	S8	Execution date confirmation via WhatsApp	✅	WhatsApp skill	Sprint 8 Pruebas	Fully validated	✅

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3. Coverage Resumen

Overall Coverage

Métrica	Count	Percentage
Total User Stories	80+	100%
Fully Implemented (✅)	70	87%
En Progreso (🟡)	8	10%
Pendiente (🔴)	2	3%
Tested	65	81%

Coverage by Feature Area

Feature Area	Total Stories	Implemented	En Progreso	Pendiente	Test Coverage
Order Management	25	25	0	0	100%
Marketplace and Auctions	12	10	2	0	83%
Provider Management	15	15	0	0	100%
Asset Management	10	4	6	0	60%
Quotation and Approvals	10	9	1	0	90%
Reporting and KPIs	8	6	2	0	75%
External Integrations	10	6	3	1	60%

Test Coverage by Sprint

Sprint	Total Stories	Tested	Coverage
Sprint 1	7	7	100%
Sprint 2	10	10	100%
Sprint 3	12	12	100%
Sprint 4	15	15	100%
Sprint 5	18	16	90%
Sprint 6	20	17	85%
Sprint 7	20	15	75%
Sprint 8	15+	10	70%

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4. Gap Analysis

Stories Implemented but Not Fully Tested

ID	Description	Reason
US-S8-031	Multi-level approval	Basic approval tested, full chain Pendiente
US-S7-031	SLA configuration	Basic thresholds tested, admin UI Pendiente
US-S8-031	Extend auction duration	Partial Implementación, full Pruebas Pendiente

Stories Partially Implemented

ID	Description	Completion %	Remaining Work
US-S6-022	Serial recognition via photo	70%	Improve OCR accuracy
US-S7-027	Automated HV creation	70%	Completo history consolidation, field persistence fixes
US-S8-035	Execution date confirmation via WhatsApp	100%	✅ Completed
US-S8-031	Extend auction duration	50%	Completo Implementación, add UI, test
US-S8-032	Cancel auction	50%	Completo Implementación, add UI, test

Stories Pendiente

ID	Description	Reason
TBD	Advanced KPI reports	Post-MVP
TBD	Preventive maintenance automation	Post-MVP

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5. Pruebas Evidence Resumen

Sprint Pruebas Coverage

Sprint	Test Focus	Historia IDs	Status
Sprint 2	WhatsApp integration	Documentoed in Pruebas notes	✅ Completo
Sprint 3	Document upload, order visualization	Documentoed in Pruebas notes	✅ Completo
Sprint 4	Marketplace publication	Historia 16544	✅ Completo
Sprint 5	Electronic signature	Documentoed in Pruebas notes	✅ Completo
Sprint 6	Signature Estado, itemized quotation	Documentoed in Pruebas notes	✅ Completo
Sprint 7	Asset HV automation	Historia 16016	✅ Completo
Sprint 8	Asset access, inflation	Historia 17988	✅ Completo
Historia 16502	Request management	Documentoed in Pruebas notes	✅ Completo

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6. Implementación Evidence Resumen

Microservicios Implementación

Microservicio	Commands	Queries	Entities	Status
Orders	20+	15+	Order, OrderHistory, Asset, AssetHistory	✅ Completo
Provider	15+	12+	Provider, Documento, Auction, Offer	✅ Completo
Notifications	8+	-	NotificationLog	✅ Completo

Frontend Implementación

Feature Module	Componentes	Hooks	Status
Orders	15+	10+	✅ Completo
Marketplace	12+	8+	✅ Completo
Providers	10+	6+	✅ Completo
Assets	8+	5+	🟡 En Progreso
Clients	6+	4+	✅ Completo
KPIs	5+	3+	✅ Completo

Jelou Bot Implementación

Skill	Status
Registration	✅ Completo
Order Creation	✅ Completo
Photo Upload	✅ Completo
Order Tracking	✅ Completo
PDF Generation	✅ Completo
Estado Updates	✅ Completo
Execution Confirmation	🟡 En Progreso

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7. Referencias Cruzadas

Feature Documentoation

• Funcionalidades Descripción General
• Order Management
• Marketplace and Auctions
• Provider Management
• Asset Management
• Quotation Workflows
• Reporting and KPIs
• External Integrations

Sprint Documentoation

Sprint 1-8 Documentoation - see docs/Sprint_1.md through Sprint_8.md in project Repositorio

Pruebas and Analysis

• Unified Pruebas Notes - see test/unified_Pruebas_notes.md in project Repositorio
• Completo Backlog Analysis - see docs/Completo_backlog_analysis.md in project Repositorio

Arquitectura

• Backend Microservicios Descripción General
• Frontend Dashboard Descripción General

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8. Maintenance Notes

How to Maintain This Matrix

1. When New User Stories Are Added:

   • Add row to appropriate feature Sección
   • Assign unique ID
   • Documento Sprint and Descripción
   • Set Estado to 🔴 Pendiente

2. When Implementación Is Completod:

   • Update Implementación files column
   • Update API Endpoints column (if applicable)
   • Change Estado to 🟡 En Progreso

3. When Pruebas Is Performed:

   • Update test cases column
   • Update evidence column
   • Change Estado to ✅ Completo

4. Review Schedule:

   • Weekly during Activo development
   • Quarterly during maintenance
   • Before major releases

5. Audit and Compliance:

   • This matrix serves as evidence for Requisito satisfaction
   • Use for compliance audits
   • Reference in stakeholder reports

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9. Conclusión

The traceability matrix demonstrates comprehensive coverage of Requisitos across the Algesta platform with 87% Implementación and 81% test coverage. The remaining gaps are primarily in asset management (HV) and some advanced Funcionalidades (multi-level approval, auction extensions), which are planned for completion during the guarantee phase or post-MVP enhancements.

All critical and high-Prioridad Funcionalidades have been implemented and tested, enabling Algesta to proceed with production Despliegue and client onboarding.

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Last Updated: 2025-12-03 | Next Review: End of Guarantee Phase