web-page/src/pages/stock/hooks/useReportData.js

import { useState, useMemo } from 'react';
import { toNumeric } from '../stockUtils';

export default function useReportData({ portfolioHoldings, portfolioSummary, brokerGroups, getBrokerSummary }) {
    const [reportSortField, setReportSortField] = useState('profit_rate');
    const [reportSortDir, setReportSortDir] = useState('desc');

    const handleReportSort = (field) => {
        if (reportSortField === field) {
            setReportSortDir((d) => (d === 'asc' ? 'desc' : 'asc'));
        } else {
            setReportSortField(field);
            setReportSortDir('desc');
        }
    };

    const brokerPieData = useMemo(() =>
        brokerGroups
            .map(([broker, items]) => ({ name: broker, value: getBrokerSummary(items).totalEval }))
            .filter((d) => d.value > 0),
        [brokerGroups, getBrokerSummary]
    );

    const profitBarData = useMemo(() =>
        portfolioHoldings
            .filter((item) => item.profit_rate != null)
            .map((item) => ({
                name: item.ticker ?? (item.name ?? 'N/A').slice(0, 5),
                fullName: item.name ?? item.ticker ?? 'N/A',
                rate: toNumeric(item.profit_rate) ?? 0,
            }))
            .sort((a, b) => b.rate - a.rate),
        [portfolioHoldings]
    );

    const maxAbsRate = useMemo(() =>
        Math.max(1, ...portfolioHoldings.map((h) => Math.abs(toNumeric(h.profit_rate) ?? 0))),
        [portfolioHoldings]
    );

    const brokerConcentration = useMemo(() => {
        const totalEval = toNumeric(portfolioSummary.total_eval);
        if (!totalEval || totalEval === 0) return [];
        return brokerGroups
            .map(([broker, items]) => {
                const { totalEval: brokerEval } = getBrokerSummary(items);
                const ratio = Math.round((brokerEval / totalEval) * 1000) / 10;
                return { broker, eval: brokerEval, ratio };
            })
            .sort((a, b) => b.ratio - a.ratio);
    }, [brokerGroups, portfolioSummary.total_eval, getBrokerSummary]);

    const stockConcentration = useMemo(() => {
        const totalEval = toNumeric(portfolioSummary.total_eval);
        if (!totalEval || totalEval === 0) return [];
        return portfolioHoldings
            .map((item) => {
                const evalAmt = item.eval_amount != null
                    ? toNumeric(item.eval_amount)
                    : (item.current_price != null && item.quantity != null)
                        ? toNumeric(item.current_price) * toNumeric(item.quantity)
                        : null;
                if (!evalAmt) return null;
                return {
                    name: item.name ?? item.ticker ?? 'N/A',
                    ticker: item.ticker ?? '',
                    eval: evalAmt,
                    ratio: Math.round((evalAmt / totalEval) * 1000) / 10,
                };
            })
            .filter(Boolean)
            .sort((a, b) => b.ratio - a.ratio)
            .slice(0, 5);
    }, [portfolioHoldings, portfolioSummary.total_eval]);

    const sortedHoldings = useMemo(() => {
        const getVal = (item) => {
            switch (reportSortField) {
                case 'profit_rate': return toNumeric(item.profit_rate) ?? -Infinity;
                case 'profit_amount': return toNumeric(item.profit_amount) ?? -Infinity;
                case 'eval_amount': {
                    const ea = toNumeric(item.eval_amount);
                    if (ea != null) return ea;
                    const cp = toNumeric(item.current_price);
                    const qty = toNumeric(item.quantity);
                    return cp != null && qty != null ? cp * qty : -Infinity;
                }
                default: return 0;
            }
        };
        return [...portfolioHoldings].sort((a, b) => {
            if (reportSortField === 'name')
                return reportSortDir === 'asc'
                    ? (a.name ?? '').localeCompare(b.name ?? '')
                    : (b.name ?? '').localeCompare(a.name ?? '');
            if (reportSortField === 'broker')
                return reportSortDir === 'asc'
                    ? (a.broker ?? '').localeCompare(b.broker ?? '')
                    : (b.broker ?? '').localeCompare(a.broker ?? '');
            const av = getVal(a);
            const bv = getVal(b);
            return reportSortDir === 'asc' ? av - bv : bv - av;
        });
    }, [portfolioHoldings, reportSortField, reportSortDir]);

    return {
        reportSortField, reportSortDir, handleReportSort,
        brokerPieData, profitBarData, maxAbsRate,
        brokerConcentration, stockConcentration, sortedHoldings,
    };
}