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feat(stock): 포트폴리오 매입가/평균단가 분리 + 총 매입 금액 반영

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- 기존 카드의 "매입가" → "평균단가" (avg_price) 로 라벨 변경
- 신규 "매입가" (purchase_price) 컬럼 추가. 추가/수정 폼에 입력 필드 노출
  (미입력 시 평균단가 값으로 자동 설정)
- 브로커별 총 매입 금액은 purchase_price × quantity 합계 기준
- 손익/수익률은 평균단가(avg_price) 기준 유지

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
gahusb
2026-04-15 01:58:10 +09:00
parent 104a34912f
commit 18d2cd5a51
3 changed files with 54 additions and 8 deletions
Download Patch File Download Diff File Expand all files Collapse all files

37
src/pages/stock/components/PortfolioTab.jsx
View File

@@ -96,7 +96,7 @@ const PortfolioTab = ({ pf, asset, handleSell, handleSaveSnapshot }) => (
/>
</label>
<label>
평균 매입가 (원)
평균단가 (원)
<input
type="number"
min={0}
@@ -108,6 +108,19 @@ const PortfolioTab = ({ pf, asset, handleSell, handleSaveSnapshot }) => (
required
/>
</label>
<label>
매입가 (원)
<input
type="number"
min={0}
step={1}
value={pf.addForm.purchase_price}
onChange={(e) =>
pf.setAddForm((p) => ({ ...p, purchase_price: e.target.value }))
}
placeholder="미입력 시 평균단가로 자동 설정"
/>
</label>
<button
className="button primary"
type="submit"
@@ -435,7 +448,7 @@ const PortfolioTab = ({ pf, asset, handleSell, handleSaveSnapshot }) => (
/>
</label>
<label>
평균매입가
평균단가
<input
type="number"
min={0}
@@ -448,6 +461,20 @@ const PortfolioTab = ({ pf, asset, handleSell, handleSaveSnapshot }) => (
}
/>
</label>
<label>
매입가
<input
type="number"
min={0}
value={pf.editForm.purchase_price ?? ''}
onChange={(e) =>
pf.setEditForm((p) => ({
...p,
purchase_price: Number(e.target.value),
}))
}
/>
</label>
</div>
<div className="pf-edit-actions">
<button
@@ -480,9 +507,13 @@ const PortfolioTab = ({ pf, asset, handleSell, handleSaveSnapshot }) => (
<strong>{formatNumber(item.quantity)}</strong>
</div>
<div className="stock-holdings__metric">
<span>매입가</span>
<span>평균단가</span>
<strong>{formatNumber(item.avg_price)}</strong>
</div>
<div className="stock-holdings__metric">
<span>매입가</span>
<strong>{formatNumber(item.purchase_price ?? item.avg_price)}</strong>
</div>
<div className="stock-holdings__metric">
<span>현재가</span>
<strong className={item.current_price == null ? 'pf-null-price' : ''}>

24
src/pages/stock/hooks/usePortfolio.js
View File

@@ -70,14 +70,19 @@ export default function usePortfolio() {
}, [brokerGroups]);
const getBrokerSummary = (items) => {
let totalBuy = 0, totalEvalAmt = 0, hasNullPrice = false;
// 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) {
totalBuy += (item.avg_price ?? 0) * (item.quantity ?? 0);
const qty = item.quantity ?? 0;
const purchase = item.purchase_price ?? item.avg_price ?? 0;
totalBuy += purchase * qty;
totalCostBasis += (item.avg_price ?? 0) * qty;
if (item.eval_amount != null) totalEvalAmt += item.eval_amount;
else hasNullPrice = true;
}
const totalProfit = totalEvalAmt - totalBuy;
const totalProfitRate = totalBuy > 0 ? (totalProfit / totalBuy) * 100 : 0;
const totalProfit = totalEvalAmt - totalCostBasis;
const totalProfitRate = totalCostBasis > 0 ? (totalProfit / totalCostBasis) * 100 : 0;
return { totalBuy, totalEval: totalEvalAmt, totalProfit, totalProfitRate, hasNullPrice };
};
@@ -108,6 +113,9 @@ export default function usePortfolio() {
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);
@@ -121,7 +129,13 @@ export default function usePortfolio() {
const handleEditStart = (item) => {
setEditingId(item.id);
const data = { quantity: item.quantity, avg_price: item.avg_price, broker: item.broker, name: item.name };
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 };
};

1
src/pages/stock/stockUtils.js
View File

@@ -95,6 +95,7 @@ export const emptyPortfolioForm = {
name: '',
quantity: '',
avg_price: '',
purchase_price: '',
};
/* ── empty sell-history form ─────────────────────────────────────── */