feat: rebalance page with manual price input and strategy selection

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

frontend/src/app/portfolio/[id]/rebalance/page.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useEffect, useState, useCallback } from 'react';
+import { useEffect, useState } from 'react';
 import { useRouter, useParams } from 'next/navigation';
 import { DashboardLayout } from '@/components/layout/dashboard-layout';
 import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
@@ -9,6 +9,17 @@ import { Input } from '@/components/ui/input';
 import { Label } from '@/components/ui/label';
 import { api } from '@/lib/api';
 
+interface Target {
+  ticker: string;
+  target_ratio: number;
+}
+
+interface Holding {
+  ticker: string;
+  quantity: number;
+  avg_price: number;
+}
+
 interface RebalanceItem {
   ticker: string;
   name: string | null;
@@ -16,23 +27,23 @@ interface RebalanceItem {
   current_ratio: number;
   current_quantity: number;
   current_value: number;
+  current_price: number;
   target_value: number;
-  diff_value: number;
+  diff_ratio: number;
   diff_quantity: number;
   action: string;
+  change_vs_prev_month: number | null;
+  change_vs_start: number | null;
 }
 
 interface RebalanceResponse {
   portfolio_id: number;
-  total_value: number;
+  total_assets: number;
+  available_to_buy: number | null;
   items: RebalanceItem[];
 }
 
-interface SimulationResponse extends RebalanceResponse {
+type Strategy = 'full_rebalance' | 'additional_buy';
-  current_total: number;
-  additional_amount: number;
-  new_total: number;
-}
 
 export default function RebalancePage() {
   const router = useRouter();
@@ -40,27 +51,36 @@ export default function RebalancePage() {
   const portfolioId = params.id as string;
 
   const [loading, setLoading] = useState(true);
-  const [rebalance, setRebalance] = useState<RebalanceResponse | SimulationResponse | null>(null);
+  const [targets, setTargets] = useState<Target[]>([]);
-  const [error, setError] = useState<string | null>(null);
+  const [holdings, setHoldings] = useState<Holding[]>([]);
+  const [prices, setPrices] = useState<Record<string, string>>({});
+  const [strategy, setStrategy] = useState<Strategy>('full_rebalance');
   const [additionalAmount, setAdditionalAmount] = useState('');
-  const [simulating, setSimulating] = useState(false);
+  const [result, setResult] = useState<RebalanceResponse | null>(null);
-
+  const [calculating, setCalculating] = useState(false);
-  const fetchRebalance = useCallback(async () => {
+  const [error, setError] = useState<string | null>(null);
-    try {
-      setError(null);
-      const data = await api.get<RebalanceResponse>(`/api/portfolios/${portfolioId}/rebalance`);
-      setRebalance(data);
-    } catch (err) {
-      const message = err instanceof Error ? err.message : 'Failed to calculate rebalance';
-      setError(message);
-    }
-  }, [portfolioId]);
 
   useEffect(() => {
     const init = async () => {
       try {
         await api.getCurrentUser();
-        await fetchRebalance();
+        const [targetsData, holdingsData] = await Promise.all([
+          api.get<Target[]>(`/api/portfolios/${portfolioId}/targets`),
+          api.get<Holding[]>(`/api/portfolios/${portfolioId}/holdings`),
+        ]);
+        setTargets(targetsData);
+        setHoldings(holdingsData);
+
+        // Initialize price fields for all tickers
+        const allTickers = new Set([
+          ...targetsData.map((t) => t.ticker),
+          ...holdingsData.map((h) => h.ticker),
+        ]);
+        const initialPrices: Record<string, string> = {};
+        allTickers.forEach((ticker) => {
+          initialPrices[ticker] = '';
+        });
+        setPrices(initialPrices);
       } catch {
         router.push('/login');
       } finally {
@@ -68,32 +88,50 @@ export default function RebalancePage() {
       }
     };
     init();
-  }, [router, fetchRebalance]);
+  }, [portfolioId, router]);
 
-  const simulate = async () => {
+  const allPricesFilled = Object.values(prices).every((p) => p !== '' && parseFloat(p) > 0);
-    if (!additionalAmount) return;
+
-    setSimulating(true);
+  const calculate = async () => {
+    if (!allPricesFilled) return;
+    setCalculating(true);
+    setError(null);
     try {
-      setError(null);
+      const priceMap: Record<string, number> = {};
-      const data = await api.post<SimulationResponse>(
+      for (const [ticker, price] of Object.entries(prices)) {
-        `/api/portfolios/${portfolioId}/rebalance/simulate`,
+        priceMap[ticker] = parseFloat(price);
-        { additional_amount: parseFloat(additionalAmount) }
+      }
+
+      const body: Record<string, unknown> = {
+        strategy,
+        prices: priceMap,
+      };
+      if (strategy === 'additional_buy' && additionalAmount) {
+        body.additional_amount = parseFloat(additionalAmount);
+      }
+
+      const data = await api.post<RebalanceResponse>(
+        `/api/portfolios/${portfolioId}/rebalance/calculate`,
+        body
       );
-      setRebalance(data);
+      setResult(data);
     } catch (err) {
-      const message = err instanceof Error ? err.message : 'Simulation failed';
+      setError(err instanceof Error ? err.message : 'Calculation failed');
-      setError(message);
     } finally {
-      setSimulating(false);
+      setCalculating(false);
     }
   };
 
-  const formatCurrency = (value: number) => {
+  const formatCurrency = (value: number) =>
-    return new Intl.NumberFormat('ko-KR', {
+    new Intl.NumberFormat('ko-KR', {
       style: 'currency',
       currency: 'KRW',
       maximumFractionDigits: 0,
     }).format(value);
+
+  const formatPct = (value: number | null) => {
+    if (value === null || value === undefined) return '-';
+    return `${value > 0 ? '+' : ''}${value.toFixed(2)}%`;
   };
 
   const getActionBadge = (action: string) => {
@@ -102,11 +140,7 @@ export default function RebalancePage() {
       sell: 'bg-red-100 text-red-800 dark:bg-red-900 dark:text-red-200',
       hold: 'bg-muted text-muted-foreground',
     };
-    const labels: Record<string, string> = {
+    const labels: Record<string, string> = { buy: '매수', sell: '매도', hold: '유지' };
-      buy: '매수',
-      sell: '매도',
-      hold: '유지',
-    };
     return (
       <span className={`px-2 py-1 rounded text-xs ${styles[action] || styles.hold}`}>
         {labels[action] || action}
@@ -114,13 +148,19 @@ export default function RebalancePage() {
     );
   };
 
-  if (loading) {
+  const getHoldingQty = (ticker: string) =>
-    return null;
+    holdings.find((h) => h.ticker === ticker)?.quantity ?? 0;
-  }
+
+  if (loading) return null;
 
   return (
     <DashboardLayout>
-      <h1 className="text-2xl font-bold text-foreground mb-6">리밸런싱 계산</h1>
+      <div className="flex items-center justify-between mb-6">
+        <h1 className="text-2xl font-bold text-foreground">리밸런싱 계산</h1>
+        <Button variant="outline" onClick={() => router.push(`/portfolio/${portfolioId}`)}>
+          포트폴리오로 돌아가기
+        </Button>
+      </div>
 
       {error && (
         <div className="bg-destructive/10 border border-destructive text-destructive px-4 py-3 rounded mb-4">
@@ -128,67 +168,109 @@ export default function RebalancePage() {
         </div>
       )}
 
-      {/* Simulation Input */}
+      {/* Price Input */}
       <Card className="mb-6">
-        <CardContent className="pt-6">
+        <CardHeader>
-          <div className="flex gap-4 items-end">
+          <CardTitle>현재 가격 입력</CardTitle>
-            <div className="flex-1">
+        </CardHeader>
-              <Label htmlFor="additional-amount">추가 입금액 (시뮬레이션)</Label>
+        <CardContent>
-              <Input
+          <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
-                id="additional-amount"
+            {Object.keys(prices).map((ticker) => {
-                type="number"
+              const target = targets.find((t) => t.ticker === ticker);
-                value={additionalAmount}
+              return (
-                onChange={(e) => setAdditionalAmount(e.target.value)}
+                <div key={ticker}>
-                placeholder="예: 1000000"
+                  <Label htmlFor={`price-${ticker}`}>
-                className="mt-2"
+                    {ticker} {target ? `(목표 ${target.target_ratio}%)` : ''} - 보유 {getHoldingQty(ticker)}주
-              />
+                  </Label>
-            </div>
+                  <Input
-            <Button
+                    id={`price-${ticker}`}
-              onClick={simulate}
+                    type="number"
-              disabled={!additionalAmount || simulating}
+                    value={prices[ticker]}
-            >
+                    onChange={(e) => setPrices((prev) => ({ ...prev, [ticker]: e.target.value }))}
-              {simulating ? '계산 중...' : '시뮬레이션'}
+                    placeholder="현재 가격"
-            </Button>
+                    className="mt-1"
-            <Button variant="outline" onClick={fetchRebalance}>
+                  />
-              초기화
+                </div>
-            </Button>
+              );
+            })}
           </div>
         </CardContent>
       </Card>
 
-      {rebalance && (
+      {/* Strategy Selection */}
+      <Card className="mb-6">
+        <CardContent className="pt-6">
+          <div className="flex flex-col gap-4">
+            <div>
+              <Label>전략 선택</Label>
+              <div className="flex gap-2 mt-2">
+                <Button
+                  variant={strategy === 'full_rebalance' ? 'default' : 'outline'}
+                  onClick={() => setStrategy('full_rebalance')}
+                >
+                  전체 리밸런싱
+                </Button>
+                <Button
+                  variant={strategy === 'additional_buy' ? 'default' : 'outline'}
+                  onClick={() => setStrategy('additional_buy')}
+                >
+                  추가 입금 매수
+                </Button>
+              </div>
+            </div>
+
+            {strategy === 'additional_buy' && (
+              <div className="max-w-md">
+                <Label htmlFor="additional-amount">매수 가능 금액</Label>
+                <Input
+                  id="additional-amount"
+                  type="number"
+                  value={additionalAmount}
+                  onChange={(e) => setAdditionalAmount(e.target.value)}
+                  placeholder="예: 1000000"
+                  className="mt-1"
+                />
+              </div>
+            )}
+
+            <div>
+              <Button
+                onClick={calculate}
+                disabled={
+                  !allPricesFilled ||
+                  calculating ||
+                  (strategy === 'additional_buy' && !additionalAmount)
+                }
+              >
+                {calculating ? '계산 중...' : '계산'}
+              </Button>
+            </div>
+          </div>
+        </CardContent>
+      </Card>
+
+      {/* Results */}
+      {result && (
         <>
-          {/* Summary */}
           <Card className="mb-6">
             <CardContent className="pt-6">
               <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
                 <div>
-                  <p className="text-sm text-muted-foreground">현재 총액</p>
+                  <p className="text-sm text-muted-foreground">총 자산</p>
-                  <p className="text-xl font-bold">
+                  <p className="text-xl font-bold">{formatCurrency(result.total_assets)}</p>
-                    {formatCurrency('current_total' in rebalance ? rebalance.current_total : rebalance.total_value)}
-                  </p>
                 </div>
-                {'additional_amount' in rebalance && (
+                {result.available_to_buy !== null && (
-                  <>
+                  <div>
-                    <div>
+                    <p className="text-sm text-muted-foreground">매수 가능</p>
-                      <p className="text-sm text-muted-foreground">추가 입금</p>
+                    <p className="text-xl font-bold text-blue-600">
-                      <p className="text-xl font-bold text-blue-600">
+                      {formatCurrency(result.available_to_buy)}
-                        +{formatCurrency(rebalance.additional_amount)}
+                    </p>
-                      </p>
+                  </div>
-                    </div>
-                    <div>
-                      <p className="text-sm text-muted-foreground">새 총액</p>
-                      <p className="text-xl font-bold">
-                        {formatCurrency(rebalance.new_total)}
-                      </p>
-                    </div>
-                  </>
                 )}
               </div>
             </CardContent>
           </Card>
 
-          {/* Rebalance Table */}
           <Card>
             <CardHeader>
               <CardTitle>리밸런싱 내역</CardTitle>
@@ -198,36 +280,82 @@ export default function RebalancePage() {
                 <table className="w-full">
                   <thead className="bg-muted">
                     <tr>
-                      <th scope="col" className="px-4 py-3 text-left text-sm font-medium text-muted-foreground">종목</th>
+                      <th scope="col" className="px-3 py-3 text-left text-sm font-medium text-muted-foreground">종목</th>
-                      <th scope="col" className="px-4 py-3 text-right text-sm font-medium text-muted-foreground">목표 비중</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">보유량</th>
-                      <th scope="col" className="px-4 py-3 text-right text-sm font-medium text-muted-foreground">현재 비중</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">현재가</th>
-                      <th scope="col" className="px-4 py-3 text-right text-sm font-medium text-muted-foreground">현재 수량</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">평가금액</th>
-                      <th scope="col" className="px-4 py-3 text-right text-sm font-medium text-muted-foreground">조정 금액</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">현재 비중</th>
-                      <th scope="col" className="px-4 py-3 text-right text-sm font-medium text-muted-foreground">조정 수량</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">목표 비중</th>
-                      <th scope="col" className="px-4 py-3 text-center text-sm font-medium text-muted-foreground">액션</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">비중 차이</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">조정 수량</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">전월비</th>
+                      <th scope="col" className="px-3 py-3 text-right text-sm font-medium text-muted-foreground">시작일비</th>
+                      <th scope="col" className="px-3 py-3 text-center text-sm font-medium text-muted-foreground">액션</th>
                     </tr>
                   </thead>
                   <tbody className="divide-y divide-border">
-                    {rebalance.items.map((item) => (
+                    {result.items.map((item) => (
                       <tr key={item.ticker}>
-                        <td className="px-4 py-3">
+                        <td className="px-3 py-3">
                           <div className="font-medium">{item.ticker}</div>
-                          {item.name && <div className="text-xs text-muted-foreground">{item.name}</div>}
+                          {item.name && (
+                            <div className="text-xs text-muted-foreground">{item.name}</div>
+                          )}
                         </td>
-                        <td className="px-4 py-3 text-sm text-right">{item.target_ratio.toFixed(2)}%</td>
+                        <td className="px-3 py-3 text-sm text-right">
-                        <td className="px-4 py-3 text-sm text-right">{item.current_ratio.toFixed(2)}%</td>
+                          {item.current_quantity.toLocaleString()}
-                        <td className="px-4 py-3 text-sm text-right">{item.current_quantity.toLocaleString()}</td>
-                        <td className={`px-4 py-3 text-sm text-right ${
-                          item.diff_value > 0 ? 'text-green-600' : item.diff_value < 0 ? 'text-red-600' : ''
-                        }`}>
-                          {item.diff_value > 0 ? '+' : ''}{formatCurrency(item.diff_value)}
                         </td>
-                        <td className={`px-4 py-3 text-sm text-right font-medium ${
+                        <td className="px-3 py-3 text-sm text-right">
-                          item.diff_quantity > 0 ? 'text-green-600' : item.diff_quantity < 0 ? 'text-red-600' : ''
+                          {formatCurrency(item.current_price)}
-                        }`}>
-                          {item.diff_quantity > 0 ? '+' : ''}{item.diff_quantity}
                         </td>
-                        <td className="px-4 py-3 text-center">{getActionBadge(item.action)}</td>
+                        <td className="px-3 py-3 text-sm text-right">
+                          {formatCurrency(item.current_value)}
+                        </td>
+                        <td className="px-3 py-3 text-sm text-right">
+                          {item.current_ratio.toFixed(2)}%
+                        </td>
+                        <td className="px-3 py-3 text-sm text-right">
+                          {item.target_ratio.toFixed(2)}%
+                        </td>
+                        <td
+                          className={`px-3 py-3 text-sm text-right ${
+                            item.diff_ratio > 0
+                              ? 'text-green-600'
+                              : item.diff_ratio < 0
+                              ? 'text-red-600'
+                              : ''
+                          }`}
+                        >
+                          {item.diff_ratio > 0 ? '+' : ''}
+                          {item.diff_ratio.toFixed(2)}%
+                        </td>
+                        <td
+                          className={`px-3 py-3 text-sm text-right font-medium ${
+                            item.diff_quantity > 0
+                              ? 'text-green-600'
+                              : item.diff_quantity < 0
+                              ? 'text-red-600'
+                              : ''
+                          }`}
+                        >
+                          {item.diff_quantity > 0 ? '+' : ''}
+                          {item.diff_quantity}
+                        </td>
+                        <td
+                          className={`px-3 py-3 text-sm text-right ${
+                            (item.change_vs_prev_month ?? 0) < 0 ? 'text-red-600' : (item.change_vs_prev_month ?? 0) > 0 ? 'text-green-600' : ''
+                          }`}
+                        >
+                          {formatPct(item.change_vs_prev_month)}
+                        </td>
+                        <td
+                          className={`px-3 py-3 text-sm text-right ${
+                            (item.change_vs_start ?? 0) < 0 ? 'text-red-600' : (item.change_vs_start ?? 0) > 0 ? 'text-green-600' : ''
+                          }`}
+                        >
+                          {formatPct(item.change_vs_start)}
+                        </td>
+                        <td className="px-3 py-3 text-center">{getActionBadge(item.action)}</td>
                       </tr>
                     ))}
                   </tbody>