투자관리 화면 수정

This commit is contained in:
Macbook
2026-05-31 17:34:26 +09:00
parent d6c2f3e451
commit 4f2d98d4ba
20 changed files with 696 additions and 56 deletions
@@ -18,5 +18,11 @@ public class PaperAllocationBulkRequest {
private Boolean isActive;
private Boolean pinned;
private Integer sortOrder;
private Double buyStage1Krw;
private Double buyStage2Krw;
private Double buyStage3Krw;
private Double sellStage1Krw;
private Double sellStage2Krw;
private Double sellStage3Krw;
}
}
@@ -20,4 +20,12 @@ public class PaperAllocationDto {
private Double evalAmount;
private Double symbolReturnPct;
private Double weightPct;
private Double buyStage1Krw;
private Double buyStage2Krw;
private Double buyStage3Krw;
private Double sellStage1Krw;
private Double sellStage2Krw;
private Double sellStage3Krw;
private Integer buyStageDone;
private Integer sellStageDone;
}
@@ -11,4 +11,10 @@ public class PaperAllocationPatchRequest {
private Boolean pinned;
private Integer sortOrder;
private String koreanName;
private Double buyStage1Krw;
private Double buyStage2Krw;
private Double buyStage3Krw;
private Double sellStage1Krw;
private Double sellStage2Krw;
private Double sellStage3Krw;
}
@@ -48,6 +48,38 @@ public class GcPaperSymbolAllocation {
@Builder.Default
private Integer sortOrder = 0;
@Column(name = "buy_stage1_krw", precision = 20, scale = 2, nullable = false)
@Builder.Default
private BigDecimal buyStage1Krw = BigDecimal.ZERO;
@Column(name = "buy_stage2_krw", precision = 20, scale = 2, nullable = false)
@Builder.Default
private BigDecimal buyStage2Krw = BigDecimal.ZERO;
@Column(name = "buy_stage3_krw", precision = 20, scale = 2, nullable = false)
@Builder.Default
private BigDecimal buyStage3Krw = BigDecimal.ZERO;
@Column(name = "sell_stage1_krw", precision = 20, scale = 2, nullable = false)
@Builder.Default
private BigDecimal sellStage1Krw = BigDecimal.ZERO;
@Column(name = "sell_stage2_krw", precision = 20, scale = 2, nullable = false)
@Builder.Default
private BigDecimal sellStage2Krw = BigDecimal.ZERO;
@Column(name = "sell_stage3_krw", precision = 20, scale = 2, nullable = false)
@Builder.Default
private BigDecimal sellStage3Krw = BigDecimal.ZERO;
@Column(name = "buy_stage_done", nullable = false)
@Builder.Default
private Integer buyStageDone = 0;
@Column(name = "sell_stage_done", nullable = false)
@Builder.Default
private Integer sellStageDone = 0;
@Column(name = "created_at", nullable = false, updatable = false)
private LocalDateTime createdAt;
@@ -61,6 +61,8 @@ public class PaperAllocationService {
if (item.getIsActive() != null) row.setIsActive(item.getIsActive());
if (item.getPinned() != null) row.setPinned(item.getPinned());
row.setSortOrder(item.getSortOrder() != null ? item.getSortOrder() : order++);
applyStageAmounts(row, item.getBuyStage1Krw(), item.getBuyStage2Krw(), item.getBuyStage3Krw(),
item.getSellStage1Krw(), item.getSellStage2Krw(), item.getSellStage3Krw());
allocRepo.save(row);
}
return listWithMetrics(accountId, null, 0);
@@ -78,10 +80,37 @@ public class PaperAllocationService {
if (req.getPinned() != null) row.setPinned(req.getPinned());
if (req.getSortOrder() != null) row.setSortOrder(req.getSortOrder());
if (req.getKoreanName() != null) row.setKoreanName(req.getKoreanName());
applyStageAmounts(row, req.getBuyStage1Krw(), req.getBuyStage2Krw(), req.getBuyStage3Krw(),
req.getSellStage1Krw(), req.getSellStage2Krw(), req.getSellStage3Krw());
allocRepo.save(row);
return toDto(row, accountId, null, 0);
}
public void resetTradeStages(Long accountId, String symbol) {
allocRepo.findByAccountIdAndSymbol(accountId, symbol).ifPresent(row -> {
PaperTradeStageService.resetTradeStages(row);
allocRepo.save(row);
});
}
public void advanceBuyStageAfterTrade(Long accountId, String symbol) {
allocRepo.findByAccountIdAndSymbol(accountId, symbol).ifPresent(row -> {
PaperTradeStageService.advanceBuyStage(row);
allocRepo.save(row);
});
}
public void advanceSellStageAfterTrade(Long accountId, String symbol) {
allocRepo.findByAccountIdAndSymbol(accountId, symbol).ifPresent(row -> {
PaperTradeStageService.advanceSellStage(row);
allocRepo.save(row);
});
}
public GcPaperSymbolAllocation getOrDefaultEntity(Long accountId, String symbol, BigDecimal defaultMax) {
return getOrDefault(accountId, symbol, defaultMax);
}
public GcPaperSymbolAllocation getOrDefault(Long accountId, String symbol, BigDecimal defaultMax) {
return allocRepo.findByAccountIdAndSymbol(accountId, symbol)
.orElseGet(() -> {
@@ -191,6 +220,29 @@ public class PaperAllocationService {
.evalAmount(eval)
.symbolReturnPct(retPct)
.weightPct(weight)
.buyStage1Krw(stageKrw(a.getBuyStage1Krw()))
.buyStage2Krw(stageKrw(a.getBuyStage2Krw()))
.buyStage3Krw(stageKrw(a.getBuyStage3Krw()))
.sellStage1Krw(stageKrw(a.getSellStage1Krw()))
.sellStage2Krw(stageKrw(a.getSellStage2Krw()))
.sellStage3Krw(stageKrw(a.getSellStage3Krw()))
.buyStageDone(a.getBuyStageDone() != null ? a.getBuyStageDone() : 0)
.sellStageDone(a.getSellStageDone() != null ? a.getSellStageDone() : 0)
.build();
}
private static void applyStageAmounts(GcPaperSymbolAllocation row,
Double b1, Double b2, Double b3,
Double s1, Double s2, Double s3) {
if (b1 != null) row.setBuyStage1Krw(BigDecimal.valueOf(Math.max(0, b1)).setScale(2, RM));
if (b2 != null) row.setBuyStage2Krw(BigDecimal.valueOf(Math.max(0, b2)).setScale(2, RM));
if (b3 != null) row.setBuyStage3Krw(BigDecimal.valueOf(Math.max(0, b3)).setScale(2, RM));
if (s1 != null) row.setSellStage1Krw(BigDecimal.valueOf(Math.max(0, s1)).setScale(2, RM));
if (s2 != null) row.setSellStage2Krw(BigDecimal.valueOf(Math.max(0, s2)).setScale(2, RM));
if (s3 != null) row.setSellStage3Krw(BigDecimal.valueOf(Math.max(0, s3)).setScale(2, RM));
}
private static double stageKrw(BigDecimal v) {
return v != null ? v.doubleValue() : 0;
}
}
@@ -0,0 +1,91 @@
package com.goldenchart.service;
import com.goldenchart.entity.GcPaperSymbolAllocation;
import java.math.BigDecimal;
/**
* 모의투자 자동매매 — 종목별 1~3차 분할 매수·매도 금액·진행 단계.
*/
public final class PaperTradeStageService {
private static final int MAX_STAGES = 3;
private PaperTradeStageService() {}
public static boolean usesStagedTrading(GcPaperSymbolAllocation alloc) {
return sumBuyStages(alloc) > 0 || sumSellStages(alloc) > 0;
}
public static double sumBuyStages(GcPaperSymbolAllocation alloc) {
return stageKrw(alloc.getBuyStage1Krw())
+ stageKrw(alloc.getBuyStage2Krw())
+ stageKrw(alloc.getBuyStage3Krw());
}
public static double sumSellStages(GcPaperSymbolAllocation alloc) {
return stageKrw(alloc.getSellStage1Krw())
+ stageKrw(alloc.getSellStage2Krw())
+ stageKrw(alloc.getSellStage3Krw());
}
/** 다음 매수 단계(1~3) 금액. 없으면 0 */
public static double nextBuyStageKrw(GcPaperSymbolAllocation alloc) {
int done = stageDone(alloc.getBuyStageDone());
int next = done + 1;
if (next > MAX_STAGES) return 0;
return stageAmount(alloc, next, true);
}
/** 다음 매도 단계(1~3) 금액. 없으면 0 */
public static double nextSellStageKrw(GcPaperSymbolAllocation alloc) {
int done = stageDone(alloc.getSellStageDone());
int next = done + 1;
if (next > MAX_STAGES) return 0;
return stageAmount(alloc, next, false);
}
public static void advanceBuyStage(GcPaperSymbolAllocation alloc) {
int done = stageDone(alloc.getBuyStageDone());
if (done < MAX_STAGES) {
alloc.setBuyStageDone(done + 1);
}
}
public static void advanceSellStage(GcPaperSymbolAllocation alloc) {
int done = stageDone(alloc.getSellStageDone());
if (done < MAX_STAGES) {
alloc.setSellStageDone(done + 1);
}
}
public static void resetTradeStages(GcPaperSymbolAllocation alloc) {
alloc.setBuyStageDone(0);
alloc.setSellStageDone(0);
}
/** 매도 수량: 단계 금액 기준, 보유 가용 수량 상한 */
public static double sellQtyForStageKrw(double stageKrw, double availQty, double execPrice) {
if (stageKrw <= 0 || availQty <= 0 || execPrice <= 0) return 0;
double byKrw = stageKrw / execPrice;
return Math.min(availQty, byKrw);
}
private static int stageDone(Integer done) {
if (done == null || done < 0) return 0;
return Math.min(MAX_STAGES, done);
}
private static double stageAmount(GcPaperSymbolAllocation alloc, int stage1Based, boolean buy) {
return switch (stage1Based) {
case 1 -> buy ? stageKrw(alloc.getBuyStage1Krw()) : stageKrw(alloc.getSellStage1Krw());
case 2 -> buy ? stageKrw(alloc.getBuyStage2Krw()) : stageKrw(alloc.getSellStage2Krw());
case 3 -> buy ? stageKrw(alloc.getBuyStage3Krw()) : stageKrw(alloc.getSellStage3Krw());
default -> 0;
};
}
private static double stageKrw(BigDecimal v) {
return v != null ? Math.max(0, v.doubleValue()) : 0;
}
}
@@ -290,41 +290,85 @@ public class PaperTradingService {
.filter(m -> m != null && !m.isBlank())
.findFirst()
.orElse("LONG_ONLY");
if ("LONG_ONLY".equals(positionMode)) {
GcPaperPosition posNow = positionRepo.findByAccountIdAndSymbol(account.getId(), market)
.orElse(null);
double held = posNow != null ? posNow.getQuantity().doubleValue() : 0;
BigDecimal defaultMax = account.getInitialCapitalSnapshot() != null
? account.getInitialCapitalSnapshot()
: (app.getPaperInitialCapital() != null
? app.getPaperInitialCapital() : BigDecimal.valueOf(10_000_000));
GcPaperSymbolAllocation alloc = allocationService.getOrDefaultEntity(
account.getId(), market, defaultMax);
boolean staged = PaperTradeStageService.usesStagedTrading(alloc);
GcPaperPosition posNow = positionRepo.findByAccountIdAndSymbol(account.getId(), market)
.orElse(null);
double held = posNow != null ? posNow.getQuantity().doubleValue() : 0;
if ("LONG_ONLY".equals(positionMode) && !staged) {
if ("BUY".equals(signalType) && held > 0) return;
if ("SELL".equals(signalType) && held <= 0) return;
}
double feeRate = pct(app.getPaperFeeRatePct(), 0.05);
double slip = pct(app.getPaperSlippagePct(), 0);
double minOrder = app.getPaperMinOrderKrw() != null
? app.getPaperMinOrderKrw().doubleValue() : 5000;
if ("BUY".equals(signalType)) {
double budgetPct = pct(app.getPaperAutoTradeBudgetPct(), 95);
double cash = account.getCashBalance().doubleValue();
double reserved = account.getReservedCash() != null
? account.getReservedCash().doubleValue() : 0;
double budget = (cash - reserved) * budgetPct / 100.0;
double execPrice = price * (1 + slip / 100.0);
double denom = execPrice * (1 + feeRate / 100.0);
if (denom <= 0 || budget < minOrder) return;
double qty = budget / denom;
if (qty * execPrice < minOrder) return;
executeTrade(uid, app, market, "BUY", "market", "STRATEGY",
strategyId, price, qty, null, true);
log.info("[Paper] STRATEGY BUY {} qty≈{} @ {}", market, qty, price);
if (staged) {
if (held <= 0) {
allocationService.resetTradeStages(account.getId(), market);
alloc = allocationService.getOrDefaultEntity(account.getId(), market, defaultMax);
} else if ("LONG_ONLY".equals(positionMode)
&& alloc.getBuyStageDone() != null && alloc.getBuyStageDone() >= 3) {
return;
}
double stageKrw = PaperTradeStageService.nextBuyStageKrw(alloc);
if (stageKrw <= 0) return;
if (stageKrw < minOrder) return;
double execPrice = price * (1 + slip / 100.0);
double denom = execPrice * (1 + feeRate / 100.0);
if (denom <= 0) return;
double qty = stageKrw / denom;
if (qty * execPrice < minOrder) return;
executeTrade(uid, app, market, "BUY", "market", "STRATEGY",
strategyId, price, qty, null, true);
allocationService.advanceBuyStageAfterTrade(account.getId(), market);
log.info("[Paper] STRATEGY BUY (staged) {} qty≈{} @ {}", market, qty, price);
} else {
double budgetPct = pct(app.getPaperAutoTradeBudgetPct(), 95);
double cash = account.getCashBalance().doubleValue();
double reserved = account.getReservedCash() != null
? account.getReservedCash().doubleValue() : 0;
double budget = (cash - reserved) * budgetPct / 100.0;
double execPrice = price * (1 + slip / 100.0);
double denom = execPrice * (1 + feeRate / 100.0);
if (denom <= 0 || budget < minOrder) return;
double qty = budget / denom;
if (qty * execPrice < minOrder) return;
executeTrade(uid, app, market, "BUY", "market", "STRATEGY",
strategyId, price, qty, null, true);
log.info("[Paper] STRATEGY BUY {} qty≈{} @ {}", market, qty, price);
}
} else {
GcPaperPosition pos = positionRepo.findByAccountIdAndSymbol(account.getId(), market)
.orElse(null);
if (pos == null || pos.getQuantity().doubleValue() <= 0) return;
double avail = availableSellQty(account.getId(), market, pos.getQuantity().doubleValue());
if (held <= 0) return;
double avail = availableSellQty(account.getId(), market, held);
if (avail <= 0) return;
executeTrade(uid, app, market, "SELL", "market", "STRATEGY",
strategyId, price, avail, null, true);
log.info("[Paper] STRATEGY SELL {} qty={} @ {}", market, avail, price);
if (staged) {
double stageKrw = PaperTradeStageService.nextSellStageKrw(alloc);
if (stageKrw <= 0) return;
if (stageKrw < minOrder) return;
double execPrice = price * (1 - slip / 100.0);
double qty = PaperTradeStageService.sellQtyForStageKrw(stageKrw, avail, execPrice);
if (qty * execPrice < minOrder) return;
executeTrade(uid, app, market, "SELL", "market", "STRATEGY",
strategyId, price, qty, null, true);
allocationService.advanceSellStageAfterTrade(account.getId(), market);
log.info("[Paper] STRATEGY SELL (staged) {} qty={} @ {}", market, qty, price);
} else {
executeTrade(uid, app, market, "SELL", "market", "STRATEGY",
strategyId, price, avail, null, true);
log.info("[Paper] STRATEGY SELL {} qty={} @ {}", market, avail, price);
}
}
} catch (Exception e) {
log.warn("[Paper] auto trade failed {} {}: {}", market, signalType, e.getMessage());
@@ -591,6 +635,9 @@ public class PaperTradingService {
.positionQtyAfter(qtyAfter)
.build());
ledgerService.recordSellSettle(account, trade, netProceeds);
if ("STRATEGY".equals(source) && qtyAfter.compareTo(BigDecimal.valueOf(0.00000001)) <= 0) {
allocationService.resetTradeStages(account.getId(), market);
}
return toTradeDto(trade);
}
@@ -0,0 +1,10 @@
-- 종목별 분할 매수·매도 단계 (1~3차) 및 진행 상태
ALTER TABLE gc_paper_symbol_allocation
ADD COLUMN buy_stage1_krw DECIMAL(20, 2) NOT NULL DEFAULT 0 COMMENT '1차 매수 금액',
ADD COLUMN buy_stage2_krw DECIMAL(20, 2) NOT NULL DEFAULT 0 COMMENT '2차 매수 금액',
ADD COLUMN buy_stage3_krw DECIMAL(20, 2) NOT NULL DEFAULT 0 COMMENT '3차 매수 금액',
ADD COLUMN sell_stage1_krw DECIMAL(20, 2) NOT NULL DEFAULT 0 COMMENT '1차 매도 금액',
ADD COLUMN sell_stage2_krw DECIMAL(20, 2) NOT NULL DEFAULT 0 COMMENT '2차 매도 금액',
ADD COLUMN sell_stage3_krw DECIMAL(20, 2) NOT NULL DEFAULT 0 COMMENT '3차 매도 금액',
ADD COLUMN buy_stage_done TINYINT NOT NULL DEFAULT 0 COMMENT '완료한 매수 단계 0~3',
ADD COLUMN sell_stage_done TINYINT NOT NULL DEFAULT 0 COMMENT '완료한 매도 단계 0~3';
@@ -0,0 +1,4 @@
-- V55 TINYINT → Hibernate Integer 매핑과 맞추기 (schema-validation)
ALTER TABLE gc_paper_symbol_allocation
MODIFY COLUMN buy_stage_done INT NOT NULL DEFAULT 0 COMMENT '완료한 매수 단계 0~3',
MODIFY COLUMN sell_stage_done INT NOT NULL DEFAULT 0 COMMENT '완료한 매도 단계 0~3';
@@ -0,0 +1,44 @@
package com.goldenchart.service;
import com.goldenchart.entity.GcPaperSymbolAllocation;
import org.junit.jupiter.api.Test;
import java.math.BigDecimal;
import static org.junit.jupiter.api.Assertions.*;
class PaperTradeStageServiceTest {
@Test
void stagedBuyAdvancesBySignal() {
GcPaperSymbolAllocation a = GcPaperSymbolAllocation.builder()
.buyStage1Krw(BigDecimal.valueOf(100_000))
.buyStage2Krw(BigDecimal.valueOf(200_000))
.buyStageDone(0)
.build();
assertTrue(PaperTradeStageService.usesStagedTrading(a));
assertEquals(100_000, PaperTradeStageService.nextBuyStageKrw(a));
PaperTradeStageService.advanceBuyStage(a);
assertEquals(200_000, PaperTradeStageService.nextBuyStageKrw(a));
assertEquals(0, PaperTradeStageService.nextSellStageKrw(a));
}
@Test
void resetAfterFlatPosition() {
GcPaperSymbolAllocation a = GcPaperSymbolAllocation.builder()
.buyStageDone(2)
.sellStageDone(1)
.build();
PaperTradeStageService.resetTradeStages(a);
assertEquals(0, a.getBuyStageDone());
assertEquals(0, a.getSellStageDone());
}
@Test
void sellQtyCappedByAvailable() {
double qty = PaperTradeStageService.sellQtyForStageKrw(500_000, 0.5, 100_000);
assertEquals(0.5, qty, 1e-9);
double partial = PaperTradeStageService.sellQtyForStageKrw(500_000, 0.001, 100_000);
assertEquals(0.001, partial, 1e-9);
}
}
+34 -11
View File
@@ -104,6 +104,8 @@ const PaperTradingPage: React.FC<Props> = ({
);
const [fillBuy, setFillBuy] = useState<TradeOrderFillRequest | null>(null);
const [fillSell, setFillSell] = useState<TradeOrderFillRequest | null>(null);
/** 우측 거래내역 목록에서 선택한 체결 행 */
const [selectedTradeId, setSelectedTradeId] = useState<number | null>(null);
const orderAnchorRef = useRef<HTMLDivElement>(null);
useEffect(() => {
@@ -185,10 +187,14 @@ const PaperTradingPage: React.FC<Props> = ({
return coerceFiniteNumber(p?.quantity) ?? 0;
}, [s?.positions, selectedMarket]);
const investmentTargets = useMemo(
() => s?.allocations ?? [],
[s?.allocations],
);
/** 가상매매 투자대상 순서·종목과 일치 (allocations는 sync 부가 정보) */
const investmentTargets = useMemo(() => {
const allocs = s?.allocations ?? [];
const bySymbol = new Map(allocs.map(a => [a.symbol, a]));
return virtualTargets
.map(t => bySymbol.get(t.market))
.filter((a): a is NonNullable<typeof a> => a != null);
}, [s?.allocations, virtualTargets]);
const selectedAlloc = useMemo(
() => investmentTargets.find(a => a.symbol === selectedMarket),
@@ -236,17 +242,29 @@ const PaperTradingPage: React.FC<Props> = ({
openingPrice: selectedTicker.openingPrice,
} : undefined;
const handleSelectMarket = useCallback((market: string) => {
const applyMarketAndOrderPrice = useCallback((market: string, price?: number | null) => {
setSelectedMarket(market);
const price = tickers?.get(market)?.tradePrice;
if (price != null && price > 0) {
const fillPrice = price != null && price > 0 ? price : tickers?.get(market)?.tradePrice;
if (fillPrice != null && fillPrice > 0) {
const seq = Date.now();
setFillBuy({ market, price, side: 'buy', seq });
setFillSell({ market, price, side: 'sell', seq: seq + 1 });
setFillBuy({ market, price: fillPrice, side: 'buy', seq });
setFillSell({ market, price: fillPrice, side: 'sell', seq: seq + 1 });
}
setRightTab('trade');
}, [tickers]);
const handleSelectMarket = useCallback((market: string) => {
setSelectedTradeId(null);
applyMarketAndOrderPrice(market);
setRightTab('trade');
}, [applyMarketAndOrderPrice]);
/** 거래내역 클릭 — 차트·매매 가격만 반영, 우측 탭은 거래내역 유지 */
const handleTradeHistorySelect = useCallback((trade: PaperTradeDto) => {
setSelectedTradeId(trade.id);
applyMarketAndOrderPrice(trade.symbol, trade.price);
setCenterTab('chart');
}, [applyMarketAndOrderPrice]);
const handleOrderbookRowClick = useCallback((price: number, rowType: 'ask' | 'bid') => {
setRightTab('trade');
const side = rowType === 'bid' ? 'buy' : 'sell';
@@ -314,11 +332,15 @@ const PaperTradingPage: React.FC<Props> = ({
<PaperLeftStrategyTab
market={selectedMarket}
summary={s}
virtualTargets={virtualTargets}
tickers={tickers}
paperAutoTradeEnabled={paperAutoTradeEnabled}
onMarketSelect={handleSelectMarket}
/>
) : (
<PaperLeftSettingsTab
selectedMarket={selectedMarket}
allocations={s?.allocations ?? []}
onOpenSettings={onOpenSettings}
onSettingsSaved={() => void loadData()}
onAccountReset={() => { setSummary(null); setTrades([]); void loadData(); }}
@@ -441,7 +463,8 @@ const PaperTradingPage: React.FC<Props> = ({
trades={trades}
strategyNames={strategyNames}
tickers={tickers}
onSelectMarket={handleSelectMarket}
selectedTradeId={selectedTradeId}
onSelectTrade={handleTradeHistorySelect}
emptyText="체결 내역이 없습니다."
className="ptd-trade-history--fill"
/>
@@ -115,6 +115,14 @@ const PaperAllocationTable: React.FC<Props> = ({
{ret >= 0 ? '+' : ''}{ret.toFixed(2)}%
</span>
</div>
{(row.buyStage1Krw || row.buyStage2Krw || row.sellStage1Krw) ? (
<div className="vtd-target-strategy-field ptd-alloc-stage-badge">
<span className="vtd-target-strategy-label"></span>
<span className="vtd-trade-meta-value">
{row.buyStageDone ?? 0}/3 · {row.sellStageDone ?? 0}/3
</span>
</div>
) : null}
</div>
</div>
);
@@ -1,9 +1,12 @@
import React from 'react';
import React, { useMemo } from 'react';
import { useAppSettings } from '../../hooks/useAppSettings';
import { resetPaperAccount } from '../../utils/backendApi';
import { resetPaperAccount, type PaperAllocationDto } from '../../utils/backendApi';
import PaperSplitPanel from './PaperSplitPanel';
import PaperSymbolStageSettings from './PaperSymbolStageSettings';
interface Props {
selectedMarket?: string;
allocations?: PaperAllocationDto[];
onSettingsSaved?: () => void;
onAccountReset?: () => void;
onOpenSettings?: () => void;
@@ -16,8 +19,18 @@ const SettingsFieldRow: React.FC<{ label: string; children: React.ReactNode }> =
</div>
);
const PaperLeftSettingsTab: React.FC<Props> = ({ onSettingsSaved, onAccountReset, onOpenSettings }) => {
const PaperLeftSettingsTab: React.FC<Props> = ({
selectedMarket,
allocations = [],
onSettingsSaved,
onAccountReset,
onOpenSettings,
}) => {
const { defaults, save, isLoaded } = useAppSettings();
const selectedAlloc = useMemo(
() => allocations.find(a => a.symbol === selectedMarket),
[allocations, selectedMarket],
);
if (!isLoaded) {
return <p className="ptd-muted"> </p>;
@@ -78,7 +91,17 @@ const PaperLeftSettingsTab: React.FC<Props> = ({ onSettingsSaved, onAccountReset
);
const bottom = (
<div className="ptd-settings-panel ptd-settings-panel--account">
<div className="ptd-settings-panel ptd-settings-panel--account ptd-settings-panel--stages">
{selectedMarket ? (
<PaperSymbolStageSettings
symbol={selectedMarket}
allocation={selectedAlloc}
onSaved={onSettingsSaved}
/>
) : (
<p className="ptd-muted ptd-item-card-empty"> .</p>
)}
<div className="ptd-settings-panel-divider" aria-hidden />
<div className="vtd-target-item ptd-item-card ptd-settings-card">
<div className="ptd-item-card-metrics">
<SettingsFieldRow label="초기 자본 (KRW)">
@@ -135,7 +158,7 @@ const PaperLeftSettingsTab: React.FC<Props> = ({ onSettingsSaved, onAccountReset
<PaperSplitPanel
className="ptd-split-panel--left"
topTitle="운영 · 자동매매"
bottomTitle="계좌 · 비용"
bottomTitle="종목별 분할 매매 · 계좌"
top={top}
bottom={bottom}
/>
@@ -1,4 +1,4 @@
import React, { useEffect, useState } from 'react';
import React, { useEffect, useMemo, useState } from 'react';
import {
loadStrategies,
loadLiveStrategySettings,
@@ -6,13 +6,18 @@ import {
type PaperSummaryDto,
type StrategyDto,
} from '../../utils/backendApi';
import { loadVirtualSession } from '../../utils/virtualTradingStorage';
import { loadVirtualSession, type VirtualTargetItem } from '../../utils/virtualTradingStorage';
import { resolveVirtualTargetNames } from '../../utils/virtualTargetNames';
import type { TickerData } from '../../hooks/useMarketTicker';
import { fmtKrw } from '../TradeOrderPanel';
import PaperSplitPanel from './PaperSplitPanel';
interface Props {
market: string;
summary: PaperSummaryDto | null;
/** 가상매매 투자대상 — 보유 목록은 이 종목만 표시 */
virtualTargets?: VirtualTargetItem[];
tickers?: Map<string, TickerData>;
paperAutoTradeEnabled?: boolean;
onMarketSelect?: (market: string) => void;
}
@@ -20,6 +25,8 @@ interface Props {
const PaperLeftStrategyTab: React.FC<Props> = ({
market,
summary,
virtualTargets = [],
tickers,
paperAutoTradeEnabled = false,
onMarketSelect,
}) => {
@@ -91,7 +98,23 @@ const PaperLeftStrategyTab: React.FC<Props> = ({
</>
);
const positions = summary?.positions ?? [];
const targetMarkets = useMemo(
() => new Set(virtualTargets.map(t => t.market)),
[virtualTargets],
);
const positions = useMemo(() => {
const all = (summary?.positions ?? []).filter(p => p.quantity > 0);
if (targetMarkets.size === 0) return [];
const order = virtualTargets.map(t => t.market);
return all
.filter(p => targetMarkets.has(p.symbol))
.sort((a, b) => {
const ia = order.indexOf(a.symbol);
const ib = order.indexOf(b.symbol);
return (ia < 0 ? 999 : ia) - (ib < 0 ? 999 : ib);
});
}, [summary?.positions, targetMarkets, virtualTargets]);
const bottom = (
<div className="ptd-item-card-section ptd-holdings-card-section">
@@ -99,14 +122,21 @@ const PaperLeftStrategyTab: React.FC<Props> = ({
<span> </span>
<span className="vtd-target-count">{positions.length}</span>
</div>
{positions.length === 0 ? (
<p className="ptd-muted ptd-item-card-empty"> .</p>
{targetMarkets.size === 0 ? (
<p className="ptd-muted ptd-item-card-empty"> . .</p>
) : positions.length === 0 ? (
<p className="ptd-muted ptd-item-card-empty"> .</p>
) : (
<div className="ptd-item-card-scroll">
<div className="vtd-target-list ptd-item-card-list">
{positions.map(p => {
const code = p.symbol.replace(/^KRW-/, '');
const name = p.koreanName || code;
const ticker = tickers?.get(p.symbol);
const vt = virtualTargets.find(t => t.market === p.symbol);
const { koreanName: ko, englishName: en } = resolveVirtualTargetNames(
p.symbol,
p.koreanName ?? vt?.koreanName ?? ticker?.koreanName,
vt?.englishName,
);
const up = (p.profitLoss ?? 0) >= 0;
const selected = market === p.symbol;
const retPct = p.profitLossPct;
@@ -132,8 +162,8 @@ const PaperLeftStrategyTab: React.FC<Props> = ({
>
<div className="vtd-target-item-main">
<div className="vtd-target-names">
<span className="vtd-target-ko">{name}</span>
<span className="vtd-target-en">{code}/KRW</span>
<span className="vtd-target-ko">{ko}</span>
<span className="vtd-target-en">{en}</span>
</div>
{p.profitLoss != null && (
<div className="vtd-target-item-actions">
@@ -0,0 +1,144 @@
import React, { useCallback, useEffect, useState } from 'react';
import type { PaperAllocationDto } from '../../utils/backendApi';
import { patchPaperAllocation } from '../../utils/backendApi';
import { fmtKrw } from '../TradeOrderPanel';
interface Props {
symbol: string;
allocation?: PaperAllocationDto | null;
onSaved?: () => void;
}
type StageForm = {
buy1: string;
buy2: string;
buy3: string;
sell1: string;
sell2: string;
sell3: string;
};
function toForm(row?: PaperAllocationDto | null): StageForm {
const n = (v?: number) => (v != null && v > 0 ? String(Math.round(v)) : '');
return {
buy1: n(row?.buyStage1Krw),
buy2: n(row?.buyStage2Krw),
buy3: n(row?.buyStage3Krw),
sell1: n(row?.sellStage1Krw),
sell2: n(row?.sellStage2Krw),
sell3: n(row?.sellStage3Krw),
};
}
function parseKrw(s: string): number {
const v = Number(String(s).replace(/,/g, '').trim());
return Number.isFinite(v) && v > 0 ? Math.round(v) : 0;
}
const PaperSymbolStageSettings: React.FC<Props> = ({ symbol, allocation, onSaved }) => {
const [form, setForm] = useState<StageForm>(() => toForm(allocation));
const [saving, setSaving] = useState(false);
const [msg, setMsg] = useState<string | null>(null);
useEffect(() => {
setForm(toForm(allocation));
setMsg(null);
}, [symbol, allocation?.id, allocation?.buyStage1Krw, allocation?.sellStage1Krw]);
const save = useCallback(async () => {
setSaving(true);
setMsg(null);
try {
await patchPaperAllocation(symbol, {
buyStage1Krw: parseKrw(form.buy1),
buyStage2Krw: parseKrw(form.buy2),
buyStage3Krw: parseKrw(form.buy3),
sellStage1Krw: parseKrw(form.sell1),
sellStage2Krw: parseKrw(form.sell2),
sellStage3Krw: parseKrw(form.sell3),
});
setMsg('저장되었습니다.');
onSaved?.();
} catch (e) {
setMsg(e instanceof Error ? e.message : '저장 실패');
} finally {
setSaving(false);
}
}, [symbol, form, onSaved]);
const name = allocation?.koreanName || symbol.replace(/^KRW-/, '');
const buyDone = allocation?.buyStageDone ?? 0;
const sellDone = allocation?.sellStageDone ?? 0;
return (
<div className="vtd-target-item ptd-item-card ptd-settings-card ptd-stage-settings">
<div className="ptd-stage-settings-head">
<span className="vtd-target-ko">{name}</span>
<span className="vtd-target-en">{symbol}</span>
</div>
<p className="ptd-muted ptd-stage-settings-hint">
. · 0 .
</p>
<div className="ptd-stage-progress">
<span>진행: 매수 {buyDone}/3 · {sellDone}/3</span>
{(buyDone > 0 || sellDone > 0) && (
<span className="ptd-muted"> ( · )</span>
)}
</div>
<div className="ptd-stage-grid">
<div className="ptd-stage-col">
<span className="ptd-stage-col-title"> (KRW)</span>
{(['buy1', 'buy2', 'buy3'] as const).map((key, i) => (
<label key={key} className="vtd-target-strategy-field ptd-stage-field">
<span className="vtd-target-strategy-label">{i + 1} </span>
<input
type="number"
className="vtd-trade-meta-value ptd-settings-input"
min={0}
step={10000}
value={form[key]}
onChange={e => setForm(f => ({ ...f, [key]: e.target.value }))}
placeholder="0"
/>
</label>
))}
</div>
<div className="ptd-stage-col">
<span className="ptd-stage-col-title"> (KRW)</span>
{(['sell1', 'sell2', 'sell3'] as const).map((key, i) => (
<label key={key} className="vtd-target-strategy-field ptd-stage-field">
<span className="vtd-target-strategy-label">{i + 1} </span>
<input
type="number"
className="vtd-trade-meta-value ptd-settings-input"
min={0}
step={10000}
value={form[key]}
onChange={e => setForm(f => ({ ...f, [key]: e.target.value }))}
placeholder="0"
/>
</label>
))}
</div>
</div>
{allocation?.maxInvestKrw != null && allocation.maxInvestKrw > 0 && (
<p className="ptd-muted ptd-stage-sum">
{fmtKrw(
parseKrw(form.buy1) + parseKrw(form.buy2) + parseKrw(form.buy3),
)} · {fmtKrw(allocation.maxInvestKrw)}
</p>
)}
<button
type="button"
className="bps-btn bps-btn--primary ptd-stage-save"
disabled={saving}
onClick={() => void save()}
>
{saving ? '저장 중…' : '단계 금액 저장'}
</button>
{msg && <p className={`ptd-stage-msg${msg.includes('실패') ? ' ptd-stage-msg--err' : ''}`}>{msg}</p>}
</div>
);
};
export default PaperSymbolStageSettings;
@@ -27,6 +27,10 @@ interface Props {
tickers?: Map<string, TickerData>;
emptyText?: string;
className?: string;
selectedTradeId?: number | null;
/** 투자관리 — 체결 행 전체 전달(탭 유지·선택 표시) */
onSelectTrade?: (trade: PaperTradeDto) => void;
/** 가상투자 등 — 종목만 (기존 동작) */
onSelectMarket?: (market: string) => void;
}
@@ -36,6 +40,8 @@ const PaperTradeHistoryList: React.FC<Props> = ({
tickers,
emptyText = '거래 내역이 없습니다.',
className = '',
selectedTradeId = null,
onSelectTrade,
onSelectMarket,
}) => (
<div className={`ptd-trade-history vtd-trade-history${className ? ` ${className}` : ''}`}>
@@ -59,7 +65,12 @@ const PaperTradeHistoryList: React.FC<Props> = ({
? (strategyNames[t.strategyId] ?? `#${t.strategyId}`)
: '—';
const isBuy = t.side === 'BUY';
const clickable = Boolean(onSelectMarket);
const clickable = Boolean(onSelectTrade || onSelectMarket);
const selected = selectedTradeId != null && selectedTradeId === t.id;
const handleActivate = () => {
if (onSelectTrade) onSelectTrade(t);
else onSelectMarket?.(t.symbol);
};
const sideCls = isBuy ? 'vtd-trade-item--buy' : 'vtd-trade-item--sell';
const colorCls = isBuy ? 'vtd-target-up' : 'vtd-target-dn';
@@ -71,14 +82,16 @@ const PaperTradeHistoryList: React.FC<Props> = ({
'vtd-trade-item',
sideCls,
clickable ? 'vtd-trade-item--click' : '',
selected ? 'vtd-trade-item--selected' : '',
].filter(Boolean).join(' ')}
role={clickable ? 'button' : undefined}
tabIndex={clickable ? 0 : undefined}
onClick={clickable ? () => onSelectMarket!(t.symbol) : undefined}
aria-pressed={clickable ? selected : undefined}
onClick={clickable ? handleActivate : undefined}
onKeyDown={clickable ? e => {
if (e.key === 'Enter' || e.key === ' ') {
e.preventDefault();
onSelectMarket!(t.symbol);
handleActivate();
}
} : undefined}
>
+68
View File
@@ -582,6 +582,74 @@
flex-shrink: 0;
}
.ptd-settings-panel--stages {
display: flex;
flex-direction: column;
gap: 10px;
min-height: 0;
overflow: auto;
}
.ptd-settings-panel-divider {
height: 1px;
background: color-mix(in srgb, var(--border, #2a2e39) 80%, transparent);
margin: 4px 0;
}
.ptd-stage-settings-head {
display: flex;
flex-direction: column;
gap: 2px;
}
.ptd-stage-settings-hint {
font-size: 11px;
line-height: 1.4;
margin: 0;
}
.ptd-stage-progress {
font-size: 12px;
color: var(--text2, #787b86);
}
.ptd-stage-grid {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 8px 10px;
}
.ptd-stage-col-title {
display: block;
font-size: 11px;
font-weight: 600;
color: var(--text2, #787b86);
margin-bottom: 4px;
}
.ptd-stage-field {
margin-top: 4px;
}
.ptd-stage-save {
width: 100%;
}
.ptd-stage-msg {
font-size: 12px;
margin: 0;
color: var(--accent, #3f7ef5);
}
.ptd-stage-msg--err {
color: var(--danger, #ef5350);
}
.ptd-alloc-stage-badge {
font-size: 11px;
color: var(--text2, #787b86);
}
.ptd-split-panel--left .ptd-split-card-body:has(.ptd-settings-panel) {
display: flex;
flex-direction: column;
@@ -575,6 +575,11 @@
outline-offset: 2px;
}
.vtd-trade-item--selected {
box-shadow: inset 0 0 0 1px var(--accent, #3f7ef5);
background: color-mix(in srgb, var(--accent, #3f7ef5) 12%, var(--se-panel-card-bg, #1e222d));
}
.vtd-trade-item--buy {
border-color: color-mix(in srgb, var(--gc-trade-buy) 22%, var(--se-border));
}
+17 -1
View File
@@ -625,6 +625,14 @@ export interface PaperAllocationDto {
evalAmount?: number;
symbolReturnPct?: number;
weightPct?: number;
buyStage1Krw?: number;
buyStage2Krw?: number;
buyStage3Krw?: number;
sellStage1Krw?: number;
sellStage2Krw?: number;
sellStage3Krw?: number;
buyStageDone?: number;
sellStageDone?: number;
}
export interface PaperSummaryDto {
@@ -727,6 +735,12 @@ export interface PaperAllocationBulkItem {
isActive?: boolean;
pinned?: boolean;
sortOrder?: number;
buyStage1Krw?: number;
buyStage2Krw?: number;
buyStage3Krw?: number;
sellStage1Krw?: number;
sellStage2Krw?: number;
sellStage3Krw?: number;
}
export interface PaperOrderRequest {
@@ -794,7 +808,9 @@ export async function putPaperAllocationsBulk(items: PaperAllocationBulkItem[]):
export async function patchPaperAllocation(
symbol: string,
body: Partial<Pick<PaperAllocationDto, 'maxInvestKrw' | 'budgetPct' | 'strategyId' | 'isActive' | 'pinned' | 'sortOrder' | 'koreanName'>>,
body: Partial<Pick<PaperAllocationDto,
| 'maxInvestKrw' | 'budgetPct' | 'strategyId' | 'isActive' | 'pinned' | 'sortOrder' | 'koreanName'
| 'buyStage1Krw' | 'buyStage2Krw' | 'buyStage3Krw' | 'sellStage1Krw' | 'sellStage2Krw' | 'sellStage3Krw'>>,
): Promise<PaperAllocationDto | null> {
return request<PaperAllocationDto>(`/paper/allocations/${encodeURIComponent(symbol)}`, {
method: 'PATCH',
+13 -3
View File
@@ -276,14 +276,24 @@ trading_mode:
| 5 | `live_strategy_check = true` **OR** 해당 `market``is_live_check=true` 설정 존재 |
| 6 | `trading_mode`가 PAPER 또는 BOTH (`TradingExecutionService` 단계) |
**포지션 모드 `LONG_ONLY` (실제 계좌 보유 기준):**
**포지션 모드 `LONG_ONLY` (분할 매매 미설정 시):**
| 시그널 | 스킵 조건 |
|--------|-----------|
| BUY | 해당 종목 **이미 보유** (`quantity > 0`) |
| SELL | 해당 종목 **미보유** |
**매수 금액 계산:**
**분할 매매 (종목별 1~3차, `gc_paper_symbol_allocation`):**
- 투자관리 **설정** 탭 → 선택 종목: `buy_stage1~3_krw`, `sell_stage1~3_krw` (KRW)
- 매수·매도 단계 금액 중 **하나라도 &gt; 0** 이면 분할 모드 (`PaperTradeStageService.usesStagedTrading`)
- **BUY 시그널마다** 다음 매수 차수 금액만 체결 (`buy_stage_done` 0→1→2→3)
- **SELL 시그널마다** 다음 매도 차수 금액만큼 수량 체결 (`sell_stage_done` 증가)
- **전량 매도** 후 `buy_stage_done`·`sell_stage_done` **0으로 초기화**
- 분할 모드에서는 보유 중에도 2·3차 **추가 매수** 가능 (LONG_ONLY 일괄 매수 스킵 해제)
- 단계 금액이 모두 0이면 기존 방식(가용현금 % 일괄 매수·전량 매도)
**매수 금액 (분할 미설정 시):**
```text
budget = (cash_balance - reserved_cash) × paper_auto_trade_budget_pct / 100
@@ -296,7 +306,7 @@ qty = budget / (execPrice × (1 + fee%))
| 7 | `budget < paper_min_order_krw` |
| 8 | `qty × execPrice < min_order` |
**매도:** 보유 수량 전량(가용 수량, 미체결 매도 예약 제외)
**매도 (분할 미설정):** 보유 수량 전량(가용 수량, 미체결 매도 예약 제외)
**체결:** `executeTrade(..., source="STRATEGY", autoTrade=true)`