320 lines
12 KiB
TypeScript
320 lines
12 KiB
TypeScript
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import React, { useState } from 'react';
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import { portfolioAPI, rebalancingAPI } from '../../api/client';
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interface PortfolioAsset {
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ticker: string;
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target_ratio: number;
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}
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interface CurrentHolding {
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ticker: string;
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quantity: number;
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}
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const RebalancingDashboard: React.FC = () => {
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const [portfolioName, setPortfolioName] = useState('');
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const [assets, setAssets] = useState<PortfolioAsset[]>([
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{ ticker: '', target_ratio: 0 },
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]);
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const [currentHoldings, setCurrentHoldings] = useState<CurrentHolding[]>([]);
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const [cash, setCash] = useState(0);
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const [portfolioId, setPortfolioId] = useState<string | null>(null);
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const [recommendations, setRecommendations] = useState<any>(null);
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const [loading, setLoading] = useState(false);
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const addAsset = () => {
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setAssets([...assets, { ticker: '', target_ratio: 0 }]);
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};
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const removeAsset = (index: number) => {
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setAssets(assets.filter((_, i) => i !== index));
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};
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const updateAsset = (index: number, field: keyof PortfolioAsset, value: any) => {
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const newAssets = [...assets];
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newAssets[index] = { ...newAssets[index], [field]: value };
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setAssets(newAssets);
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};
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const createPortfolio = async () => {
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try {
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setLoading(true);
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// 목표 비율 합계 검증
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const totalRatio = assets.reduce((sum, asset) => sum + asset.target_ratio, 0);
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if (Math.abs(totalRatio - 100) > 0.01) {
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alert(`목표 비율의 합은 100%여야 합니다 (현재: ${totalRatio}%)`);
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return;
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}
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const response = await portfolioAPI.create({
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name: portfolioName,
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description: '퇴직연금 포트폴리오',
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assets: assets,
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});
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setPortfolioId(response.data.id);
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alert('포트폴리오가 생성되었습니다!');
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// 현재 보유량 초기화
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const initialHoldings = assets.map(asset => ({
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ticker: asset.ticker,
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quantity: 0,
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}));
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setCurrentHoldings(initialHoldings);
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} catch (error: any) {
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alert(`포트폴리오 생성 오류: ${error.response?.data?.detail || error.message}`);
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} finally {
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setLoading(false);
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}
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};
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const updateHolding = (index: number, field: keyof CurrentHolding, value: any) => {
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const newHoldings = [...currentHoldings];
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newHoldings[index] = { ...newHoldings[index], [field]: value };
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setCurrentHoldings(newHoldings);
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};
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const calculateRebalancing = async () => {
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if (!portfolioId) {
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alert('먼저 포트폴리오를 생성하세요.');
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return;
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}
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try {
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setLoading(true);
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const response = await rebalancingAPI.calculate({
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portfolio_id: portfolioId,
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current_holdings: currentHoldings,
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cash: cash,
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});
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setRecommendations(response.data);
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} catch (error: any) {
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alert(`리밸런싱 계산 오류: ${error.response?.data?.detail || error.message}`);
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} finally {
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setLoading(false);
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}
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};
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const totalRatio = assets.reduce((sum, asset) => sum + asset.target_ratio, 0);
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return (
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<div className="space-y-6">
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<div className="bg-white shadow rounded-lg p-6">
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<h2 className="text-2xl font-bold mb-6">퇴직연금 리밸런싱</h2>
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{/* 포트폴리오 생성 */}
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{!portfolioId ? (
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<div className="space-y-4">
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<div>
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<label className="block text-sm font-medium text-gray-700">
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포트폴리오 이름
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</label>
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<input
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type="text"
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value={portfolioName}
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onChange={e => setPortfolioName(e.target.value)}
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className="mt-1 block w-full rounded-md border-gray-300 shadow-sm focus:border-blue-500 focus:ring-blue-500"
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placeholder="예: 내 퇴직연금 포트폴리오"
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/>
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</div>
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<div>
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<div className="flex justify-between items-center mb-2">
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<label className="block text-sm font-medium text-gray-700">
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자산 구성 (목표 비율)
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</label>
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<span className={`text-sm font-semibold ${
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Math.abs(totalRatio - 100) < 0.01 ? 'text-green-600' : 'text-red-600'
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}`}>
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합계: {totalRatio}%
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</span>
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</div>
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{assets.map((asset, index) => (
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<div key={index} className="flex gap-2 mb-2">
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<input
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type="text"
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value={asset.ticker}
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onChange={e => updateAsset(index, 'ticker', e.target.value)}
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placeholder="종목코드 (예: 005930)"
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className="flex-1 rounded-md border-gray-300 shadow-sm focus:border-blue-500 focus:ring-blue-500"
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/>
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<input
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type="number"
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value={asset.target_ratio}
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onChange={e => updateAsset(index, 'target_ratio', parseFloat(e.target.value))}
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placeholder="비율 (%)"
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step="0.1"
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className="w-32 rounded-md border-gray-300 shadow-sm focus:border-blue-500 focus:ring-blue-500"
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/>
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<button
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type="button"
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onClick={() => removeAsset(index)}
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className="px-3 py-2 bg-red-600 text-white rounded-md hover:bg-red-700"
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>
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삭제
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</button>
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</div>
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))}
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<button
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type="button"
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onClick={addAsset}
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className="mt-2 px-4 py-2 bg-green-600 text-white rounded-md hover:bg-green-700"
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>
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+ 자산 추가
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</button>
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</div>
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<button
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onClick={createPortfolio}
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disabled={loading || totalRatio !== 100}
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className={`w-full py-2 px-4 rounded-md text-white ${
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loading || totalRatio !== 100
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? 'bg-gray-400 cursor-not-allowed'
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: 'bg-blue-600 hover:bg-blue-700'
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}`}
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>
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{loading ? '생성 중...' : '포트폴리오 생성'}
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</button>
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</div>
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) : (
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<div className="space-y-4">
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<div className="bg-green-50 border border-green-200 rounded p-4">
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<p className="text-green-800">
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포트폴리오 생성 완료: {portfolioName}
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</p>
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</div>
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{/* 현재 보유량 입력 */}
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<div>
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<label className="block text-sm font-medium text-gray-700 mb-2">
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현재 보유 자산
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</label>
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{currentHoldings.map((holding, index) => (
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<div key={index} className="flex gap-2 mb-2">
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<input
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type="text"
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value={holding.ticker}
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readOnly
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className="flex-1 rounded-md border-gray-300 bg-gray-100"
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/>
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<input
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type="number"
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value={holding.quantity}
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onChange={e => updateHolding(index, 'quantity', parseFloat(e.target.value))}
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placeholder="보유 수량"
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step="1"
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className="w-32 rounded-md border-gray-300 shadow-sm focus:border-blue-500 focus:ring-blue-500"
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/>
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</div>
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))}
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</div>
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{/* 현금 */}
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<div>
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<label className="block text-sm font-medium text-gray-700">
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현금 (원)
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</label>
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<input
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type="number"
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value={cash}
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onChange={e => setCash(parseFloat(e.target.value))}
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className="mt-1 block w-full rounded-md border-gray-300 shadow-sm focus:border-blue-500 focus:ring-blue-500"
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placeholder="0"
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step="10000"
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/>
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</div>
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<button
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onClick={calculateRebalancing}
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disabled={loading}
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className={`w-full py-2 px-4 rounded-md text-white ${
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loading
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? 'bg-gray-400 cursor-not-allowed'
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: 'bg-blue-600 hover:bg-blue-700'
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}`}
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>
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{loading ? '계산 중...' : '리밸런싱 계산'}
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</button>
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</div>
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)}
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</div>
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{/* 리밸런싱 결과 */}
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{recommendations && (
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<div className="bg-white shadow rounded-lg p-6">
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<h3 className="text-xl font-bold mb-4">리밸런싱 추천</h3>
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<div className="mb-4">
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<p className="text-sm text-gray-600">
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총 자산: <span className="font-semibold">{recommendations.total_value.toLocaleString()}원</span>
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</p>
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<p className="text-sm text-gray-600">
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현금: <span className="font-semibold">{recommendations.cash.toLocaleString()}원</span>
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</p>
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<p className="text-sm text-gray-600 mt-2">
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매수: <span className="text-green-600 font-semibold">{recommendations.summary.buy}건</span>,
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매도: <span className="text-red-600 font-semibold">{recommendations.summary.sell}건</span>,
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유지: <span className="font-semibold">{recommendations.summary.hold}건</span>
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</p>
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</div>
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<div className="overflow-x-auto">
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<table className="min-w-full divide-y divide-gray-200">
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<thead className="bg-gray-50">
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<tr>
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<th className="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase">종목</th>
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<th className="px-6 py-3 text-right text-xs font-medium text-gray-500 uppercase">현재 비율</th>
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<th className="px-6 py-3 text-right text-xs font-medium text-gray-500 uppercase">목표 비율</th>
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<th className="px-6 py-3 text-right text-xs font-medium text-gray-500 uppercase">수량</th>
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<th className="px-6 py-3 text-left text-xs font-medium text-gray-500 uppercase">액션</th>
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</tr>
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</thead>
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<tbody className="bg-white divide-y divide-gray-200">
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{recommendations.recommendations.map((rec: any, index: number) => (
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<tr key={index}>
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<td className="px-6 py-4 whitespace-nowrap text-sm font-medium text-gray-900">
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{rec.ticker}
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<br />
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<span className="text-xs text-gray-500">{rec.name}</span>
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</td>
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<td className="px-6 py-4 whitespace-nowrap text-sm text-gray-900 text-right">
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{rec.current_ratio.toFixed(2)}%
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</td>
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<td className="px-6 py-4 whitespace-nowrap text-sm text-gray-900 text-right">
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{rec.target_ratio.toFixed(2)}%
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</td>
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<td className="px-6 py-4 whitespace-nowrap text-sm text-gray-900 text-right">
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{rec.delta_quantity}주
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</td>
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<td className="px-6 py-4 whitespace-nowrap">
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<span
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className={`px-2 inline-flex text-xs leading-5 font-semibold rounded-full ${
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rec.action === 'buy'
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? 'bg-green-100 text-green-800'
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: rec.action === 'sell'
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? 'bg-red-100 text-red-800'
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: 'bg-gray-100 text-gray-800'
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}`}
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>
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{rec.action === 'buy' ? '매수' : rec.action === 'sell' ? '매도' : '유지'}
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</span>
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</td>
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</tr>
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))}
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</tbody>
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</table>
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</div>
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</div>
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)}
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</div>
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);
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};
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export default RebalancingDashboard;
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