Files
web-page/src/pages/stock/hooks/usePortfolio.js

285 lines
11 KiB
JavaScript

import { useState, useCallback, useRef, useMemo } from 'react';
import {
getPortfolio, addPortfolio, updatePortfolio, deletePortfolio,
upsertCash, deleteCash,
} from '../../../api';
import { emptyPortfolioForm } from '../stockUtils';
export default function usePortfolio() {
const [portfolio, setPortfolio] = useState(null);
const [portfolioLoading, setPortfolioLoading] = useState(false);
const [portfolioError, setPortfolioError] = useState('');
const [portfolioLoaded, setPortfolioLoaded] = useState(false);
/* add form */
const [addForm, setAddForm] = useState({ ...emptyPortfolioForm });
const [addFormOpen, setAddFormOpen] = useState(false);
const [addLoading, setAddLoading] = useState(false);
const [addError, setAddError] = useState('');
/* edit */
const [editingId, setEditingId] = useState(null);
const [editForm, setEditForm] = useState({});
const [editLoading, setEditLoading] = useState(false);
const editOrigRef = useRef({});
/* delete / sell confirm */
const [deleteConfirmId, setDeleteConfirmId] = useState(null);
const [sellConfirmId, setSellConfirmId] = useState(null);
const [sellLoading, setSellLoading] = useState(false);
/* cash */
const [cashForm, setCashForm] = useState({ broker: '', cash: '' });
const [cashSaving, setCashSaving] = useState(false);
const [cashError, setCashError] = useState('');
const [cashEditingBroker, setCashEditingBroker] = useState(null);
const [cashEditingValue, setCashEditingValue] = useState('');
const [cashEditSaving, setCashEditSaving] = useState(false);
/* derived */
const portfolioHoldings = portfolio?.holdings ?? [];
const portfolioSummary = portfolio?.summary ?? {};
const cashList = portfolio?.cash ?? [];
const totalCash = portfolioSummary.total_cash ?? null;
const totalAssets = portfolioSummary.total_assets ?? null;
const brokerGroups = useMemo(() => {
const map = {};
for (const item of portfolioHoldings) {
const broker = item.broker || '기타';
if (!map[broker]) map[broker] = [];
map[broker].push(item);
}
return Object.entries(map).sort(([a], [b]) => a.localeCompare(b));
}, [portfolioHoldings]);
const brokerColors = useMemo(() => {
const palette = [
{ border: 'rgba(129,140,248,0.5)', bg: 'rgba(129,140,248,0.06)' },
{ border: 'rgba(251,191,36,0.5)', bg: 'rgba(251,191,36,0.06)' },
{ border: 'rgba(52,211,153,0.5)', bg: 'rgba(52,211,153,0.06)' },
{ border: 'rgba(244,114,182,0.5)', bg: 'rgba(244,114,182,0.06)' },
{ border: 'rgba(251,146,60,0.5)', bg: 'rgba(251,146,60,0.06)' },
{ border: 'rgba(139,92,246,0.5)', bg: 'rgba(139,92,246,0.06)' },
];
const map = {};
brokerGroups.forEach(([broker], i) => {
map[broker] = palette[i % palette.length];
});
return map;
}, [brokerGroups]);
const getBrokerSummary = (items) => {
// totalBuy: 요약 표시용 (매입가 purchase_price 기준)
// totalCostBasis: 손익 계산용 (평균단가 avg_price 기준)
let totalBuy = 0, totalCostBasis = 0, totalEvalAmt = 0, hasNullPrice = false;
for (const item of items) {
const qty = item.quantity ?? 0;
const purchase = item.purchase_price ?? item.avg_price ?? 0;
// 총 매입 = 종목별 매입가의 단순 합 (수량 미곱산)
totalBuy += purchase;
totalCostBasis += (item.avg_price ?? 0) * qty;
if (item.eval_amount != null) totalEvalAmt += item.eval_amount;
else hasNullPrice = true;
}
const totalProfit = totalEvalAmt - totalCostBasis;
const totalProfitRate = totalCostBasis > 0 ? (totalProfit / totalCostBasis) * 100 : 0;
return { totalBuy, totalEval: totalEvalAmt, totalProfit, totalProfitRate, hasNullPrice };
};
/* loaders */
const loadPortfolio = useCallback(async () => {
setPortfolioLoading(true);
setPortfolioError('');
try {
const data = await getPortfolio();
setPortfolio(data);
setPortfolioLoaded(true);
} catch (err) {
setPortfolioError(err?.message ?? String(err));
} finally {
setPortfolioLoading(false);
}
}, []);
/* actions */
const handleAddSubmit = async (e) => {
e.preventDefault();
setAddLoading(true);
setAddError('');
try {
await addPortfolio({
broker: addForm.broker.trim(),
ticker: addForm.ticker.trim(),
name: addForm.name.trim(),
quantity: Number(addForm.quantity),
avg_price: Number(addForm.avg_price),
purchase_price: addForm.purchase_price === '' || addForm.purchase_price == null
? Number(addForm.avg_price)
: Number(addForm.purchase_price),
});
setAddForm({ ...emptyPortfolioForm });
setAddFormOpen(false);
await loadPortfolio();
} catch (err) {
setAddError(err?.message ?? String(err));
} finally {
setAddLoading(false);
}
};
const handleEditStart = (item) => {
setEditingId(item.id);
const data = {
quantity: item.quantity,
avg_price: item.avg_price,
purchase_price: item.purchase_price ?? item.avg_price,
broker: item.broker,
name: item.name,
};
setEditForm(data);
editOrigRef.current = { ...data };
};
const handleEditSave = async (id) => {
setEditLoading(true);
try {
const orig = editOrigRef.current ?? {};
const diff = {};
for (const key of Object.keys(editForm)) {
if (editForm[key] !== orig[key]) diff[key] = editForm[key];
}
if (Object.keys(diff).length === 0) { setEditingId(null); return; }
await updatePortfolio(id, diff);
setEditingId(null);
await loadPortfolio();
} catch (err) {
const msg = err?.message ?? String(err);
if (msg.includes('404') || msg.includes('not found')) {
alert('해당 종목을 찾을 수 없습니다. 이미 삭제되었을 수 있습니다.');
await loadPortfolio();
} else {
alert('수정 실패: ' + msg);
}
} finally {
setEditLoading(false);
}
};
const handleDelete = async (id) => {
try {
await deletePortfolio(id);
setDeleteConfirmId(null);
await loadPortfolio();
} catch (err) {
const msg = err?.message ?? String(err);
if (msg.includes('404') || msg.includes('not found')) {
alert('해당 종목을 찾을 수 없습니다. 이미 삭제되었을 수 있습니다.');
setDeleteConfirmId(null);
await loadPortfolio();
} else {
alert('삭제 실패: ' + msg);
}
}
};
/* cash actions */
const handleCashSave = async (e) => {
e.preventDefault();
if (!cashForm.broker.trim() || cashForm.cash === '') return;
setCashSaving(true);
setCashError('');
try {
await upsertCash(cashForm.broker.trim(), Number(cashForm.cash));
setCashForm({ broker: '', cash: '' });
await loadPortfolio();
} catch (err) {
setCashError(err?.message ?? String(err));
} finally {
setCashSaving(false);
}
};
const handleCashDelete = async (broker) => {
try {
await deleteCash(broker);
await loadPortfolio();
} catch (err) {
alert('예수금 삭제 실패: ' + (err?.message ?? String(err)));
}
};
const handleCashInlineEdit = (item) => {
setCashEditingBroker(item.broker);
setCashEditingValue(String(item.cash ?? ''));
};
const handleCashInlineSave = async (broker) => {
if (cashEditingValue === '') return;
setCashEditSaving(true);
try {
await upsertCash(broker, Number(cashEditingValue));
setCashEditingBroker(null);
setCashEditingValue('');
await loadPortfolio();
} catch (err) {
alert('예수금 수정 실패: ' + (err?.message ?? String(err)));
} finally {
setCashEditSaving(false);
}
};
const handleCashInlineCancel = () => {
setCashEditingBroker(null);
setCashEditingValue('');
};
/* sell (현재가 매도) */
const handleSell = async (item, { cashList: cl, loadSellHistoryAfter }) => {
const sellPrice = item.current_price ?? item.avg_price;
const avgPrice = item.avg_price ?? 0;
const qty = item.quantity ?? 0;
const saleAmount = sellPrice * qty;
const buyAmount = avgPrice * qty;
const realizedProfit = saleAmount - buyAmount;
const realizedRate = buyAmount > 0 ? (realizedProfit / buyAmount) * 100 : 0;
const broker = item.broker ?? '';
setSellLoading(true);
try {
const existing = cl.find((c) => c.broker === broker);
const newCash = (existing?.cash ?? 0) + saleAmount;
await upsertCash(broker, newCash);
await deletePortfolio(item.id);
setSellConfirmId(null);
await loadPortfolio();
if (loadSellHistoryAfter) {
await loadSellHistoryAfter({
broker, ticker: item.ticker ?? '', name: item.name ?? item.ticker ?? 'N/A',
quantity: qty, avg_price: avgPrice, sell_price: sellPrice,
buy_amount: buyAmount, sell_amount: saleAmount,
realized_profit: realizedProfit, realized_rate: realizedRate,
sold_at: new Date().toISOString(),
});
}
} catch (err) {
alert('매도 처리 실패: ' + (err?.message ?? String(err)));
} finally {
setSellLoading(false);
}
};
return {
portfolio, portfolioLoading, portfolioError, portfolioLoaded, loadPortfolio,
portfolioHoldings, portfolioSummary, cashList, totalCash, totalAssets,
addForm, setAddForm, addFormOpen, setAddFormOpen, addLoading, addError, handleAddSubmit,
editingId, setEditingId, editForm, setEditForm, editLoading, handleEditStart, handleEditSave,
deleteConfirmId, setDeleteConfirmId, handleDelete,
sellConfirmId, setSellConfirmId, sellLoading, handleSell,
cashForm, setCashForm, cashSaving, cashError, handleCashSave, handleCashDelete,
cashEditingBroker, cashEditingValue, setCashEditingValue, cashEditSaving,
handleCashInlineEdit, handleCashInlineSave, handleCashInlineCancel,
brokerGroups, brokerColors, getBrokerSummary,
};
}