307 lines
14 KiB
TypeScript
307 lines
14 KiB
TypeScript
'use client';
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import { useState, useEffect } from 'react';
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import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card';
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import {
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Table,
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TableBody,
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TableCell,
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TableHead,
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TableHeader,
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TableRow,
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} from '@/components/ui/table';
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import { Button } from '@/components/ui/button';
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import { getPortfolioSummary } from '@/actions/portfolio';
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import { getAssets } from '@/actions/asset';
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import { formatQuantity, formatAmount } from '@/lib/formatters';
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import AllocationChart from '@/components/dashboard/allocation-chart';
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import { SyncButton } from '@/components/assets/sync-button';
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import { AddTransactionDialog } from '@/components/transactions/add-transaction-dialog';
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import { ChevronDown, ChevronUp, Plus, Edit3 } from 'lucide-react';
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import Big from 'big.js';
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function getCurrencySymbol(currency: string): string {
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if (currency === 'USD') return '$';
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if (currency === 'HKD') return 'HK$';
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if (currency === 'CNY') return '¥';
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if (currency === 'JPY') return '¥';
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return currency + ' ';
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}
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function formatNative(value: string, baseCurrency: string): string {
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const symbol = getCurrencySymbol(baseCurrency);
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const formatted = new Big(value).toFixed(2);
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return `${symbol}${formatted}`;
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}
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function formatPnl(value: string, percent: string, baseCurrency: string): { text: string; className: string } {
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const isPositive = new Big(value).gte(0);
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const symbol = getCurrencySymbol(baseCurrency);
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const absValue = new Big(value).abs().toFixed(2);
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const absPercent = new Big(percent).abs().toFixed(2);
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const sign = isPositive ? '+' : '';
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const text = `${sign}${symbol}${absValue} (${sign}${absPercent}%)`;
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const className = isPositive ? 'text-red-500' : 'text-green-500';
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return { text, className };
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}
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interface Asset {
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id: string;
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symbol: string;
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name: string | null;
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type: string;
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baseCurrency: string;
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exchange: string | null;
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}
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export default function DashboardPage() {
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const [positions, setPositions] = useState<any[]>([]);
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const [totalCnyValue, setTotalCnyValue] = useState('0');
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const [totalPnlCny, setTotalPnlCny] = useState('0');
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const [unrealizedPnlCny, setUnrealizedPnlCny] = useState('0');
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const [marketAllocation, setMarketAllocation] = useState<any[]>([]);
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const [assets, setAssets] = useState<Asset[]>([]);
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const [expandedIds, setExpandedIds] = useState<Record<string, boolean>>({});
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const [dialogOpen, setDialogOpen] = useState(false);
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const [selectedAssetId, setSelectedAssetId] = useState<string>('');
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useEffect(() => {
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async function loadData() {
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const summary = await getPortfolioSummary();
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const allAssets = await getAssets();
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setPositions(summary.positions);
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setTotalCnyValue(summary.totalCnyValue);
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setTotalPnlCny(summary.totalPnlCny);
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setUnrealizedPnlCny(summary.unrealizedPnlCny);
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setMarketAllocation(summary.marketAllocation);
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setAssets(allAssets as Asset[]);
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}
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loadData();
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}, []);
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const toggleExpand = (id: string) => {
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setExpandedIds(prev => ({ ...prev, [id]: !prev[id] }));
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};
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const handleOpenDialog = (assetId: string) => {
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setSelectedAssetId(assetId);
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setDialogOpen(true);
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};
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const formattedTotal = formatAmount(totalCnyValue);
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const formattedTotalPnl = formatAmount(totalPnlCny);
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const formattedUnrealized = formatAmount(unrealizedPnlCny);
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const totalPnlIsPositive = new Big(totalPnlCny).gte(0);
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const unrealizedIsPositive = new Big(unrealizedPnlCny).gte(0);
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return (
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<div className="space-y-6">
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<div>
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<h1 className="text-3xl font-bold">欢迎来到 Omniledger</h1>
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<p className="text-muted-foreground">您的跨界记账中枢。</p>
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</div>
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<Card>
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<CardHeader className="flex flex-row items-center justify-between space-y-0 pb-2">
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<CardTitle className="text-sm font-medium">总资产概览</CardTitle>
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<SyncButton />
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</CardHeader>
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<CardContent className="pt-6 pb-6">
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<div className="flex items-center gap-3">
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<span className="text-2xl font-semibold text-muted-foreground">¥</span>
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<span className="text-5xl font-bold">{formattedTotal}</span>
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<span className="text-xl text-muted-foreground ml-2">总资产 (CNY)</span>
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</div>
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<div className="mt-3 flex flex-wrap gap-4">
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<div className="flex items-center gap-2">
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<span className="text-sm text-muted-foreground">持仓盈亏:</span>
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<span className={`text-lg font-semibold ${unrealizedIsPositive ? 'text-green-500' : 'text-red-500'}`}>
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{unrealizedIsPositive ? '+' : ''}{formattedUnrealized}
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</span>
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</div>
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<div className="flex items-center gap-2">
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<span className="text-sm text-muted-foreground">总盈亏:</span>
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<span className={`text-lg font-semibold ${totalPnlIsPositive ? 'text-green-500' : 'text-red-500'}`}>
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{totalPnlIsPositive ? '+' : ''}{formattedTotalPnl}
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</span>
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</div>
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</div>
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</CardContent>
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</Card>
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<Card>
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<CardHeader>
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<CardTitle>持仓明细</CardTitle>
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</CardHeader>
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<CardContent>
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{positions.length === 0 ? (
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<div className="text-center py-8 text-muted-foreground">
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暂无持仓，请先添加资产和交易记录。
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</div>
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) : (
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<Table>
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<TableHeader>
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<TableRow>
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<TableHead className="w-[200px]">名称/代码</TableHead>
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<TableHead className="text-right">现價</TableHead>
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<TableHead className="text-right">市值</TableHead>
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<TableHead className="text-right">持倉</TableHead>
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<TableHead className="text-right">攤薄/成本</TableHead>
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<TableHead className="text-right">浮動盈虧</TableHead>
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<TableHead className="text-right">累計盈虧</TableHead>
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<TableHead className="text-right w-[120px]">操作</TableHead>
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</TableRow>
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</TableHeader>
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<TableBody>
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{positions.map((pos) => {
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const symbol = getCurrencySymbol(pos.baseCurrency);
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const latestPriceFormatted = `${symbol}${new Big(pos.latestPrice || '0').toFixed(2)}`;
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const marketValueFormatted = formatNative(pos.marketValueNative, pos.baseCurrency);
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const quantityFormatted = formatQuantity(pos.quantity, pos.type);
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const dilutedCostStr = new Big(pos.dilutedCostNative).toFixed(2);
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const avgCostStr = new Big(pos.avgCostNative).toFixed(2);
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let costDisplay = '-';
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if (!new Big(pos.dilutedCostNative).eq('0') || !new Big(pos.avgCostNative).eq('0')) {
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costDisplay = `${dilutedCostStr} / ${avgCostStr}`;
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}
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const floatingPnl = formatPnl(pos.floatingPnlNative, pos.floatingPnlPercent, pos.baseCurrency);
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const cumulativePnl = formatPnl(pos.cumulativePnlNative, pos.cumulativePnlPercent, pos.baseCurrency);
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const isExpanded = !!expandedIds[pos.assetId];
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return (
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<>
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<TableRow key={pos.assetId} className="cursor-pointer" onClick={() => toggleExpand(pos.assetId)}>
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<TableCell>
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<div className="flex flex-col">
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<span className="font-semibold">{pos.name || pos.symbol}</span>
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<span className="text-xs text-muted-foreground">{pos.symbol}</span>
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</div>
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</TableCell>
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<TableCell className="text-right">{latestPriceFormatted}</TableCell>
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<TableCell className="text-right">{marketValueFormatted}</TableCell>
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<TableCell className="text-right">{quantityFormatted}</TableCell>
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<TableCell className="text-right">{costDisplay}</TableCell>
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<TableCell className={`text-right ${floatingPnl.className}`}>{floatingPnl.text}</TableCell>
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<TableCell className={`text-right ${cumulativePnl.className}`}>{cumulativePnl.text}</TableCell>
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<TableCell className="text-right" onClick={(e) => e.stopPropagation()}>
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<div className="flex items-center justify-end gap-2">
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<span className="text-xs text-muted-foreground">
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{isExpanded ? '收起' : '展开'}
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</span>
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{isExpanded ? (
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<ChevronUp className="h-4 w-4" />
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) : (
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<ChevronDown className="h-4 w-4" />
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)}
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<Button
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size="sm"
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variant="ghost"
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className="h-7 px-2 text-xs"
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onClick={(e) => {
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e.stopPropagation();
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handleOpenDialog(pos.assetId);
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}}
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>
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<Plus className="h-3 w-3 mr-1" />
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添加
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</Button>
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</div>
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</TableCell>
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</TableRow>
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{isExpanded && (
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<TableRow>
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<TableCell colSpan={8} className="bg-muted/30 p-4">
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<div className="space-y-2">
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<div className="flex items-center justify-between">
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<span className="text-sm font-medium text-muted-foreground">交易記錄</span>
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<Button
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size="sm"
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variant="outline"
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className="h-7 px-2 text-xs"
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onClick={(e) => {
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e.stopPropagation();
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handleOpenDialog(pos.assetId);
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}}
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>
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<Plus className="h-3 w-3 mr-1" />
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新增記錄
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</Button>
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</div>
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{pos.transactions && pos.transactions.length > 0 ? (
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<Table>
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<TableHeader>
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<TableRow>
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<TableHead>類型</TableHead>
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<TableHead className="text-right">數量</TableHead>
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<TableHead className="text-right">價格</TableHead>
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<TableHead className="text-right">手續費</TableHead>
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<TableHead className="text-right">幣種</TableHead>
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<TableHead className="text-right">日期</TableHead>
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</TableRow>
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</TableHeader>
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<TableBody>
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{pos.transactions.map((tx: any, idx: number) => {
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const txDate = tx.executedAt
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? new Date(tx.executedAt).toLocaleString('zh-TW')
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: '-';
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return (
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<TableRow key={idx}>
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<TableCell>
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<span className={`text-xs font-medium px-1.5 py-0.5 rounded ${
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tx.txType === 'BUY' ? 'bg-red-100 text-red-700' :
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tx.txType === 'SELL' ? 'bg-green-100 text-green-700' :
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tx.txType === 'DIVIDEND' ? 'bg-blue-100 text-blue-700' :
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'bg-gray-100 text-gray-700'
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}`}>
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{tx.txType}
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</span>
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</TableCell>
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<TableCell className="text-right">{tx.quantity}</TableCell>
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<TableCell className="text-right">{tx.price}</TableCell>
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<TableCell className="text-right">{tx.fee || '0'}</TableCell>
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<TableCell className="text-right">{tx.txCurrency}</TableCell>
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<TableCell className="text-right text-xs text-muted-foreground">{txDate}</TableCell>
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</TableRow>
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);
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})}
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</TableBody>
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</Table>
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) : (
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<p className="text-sm text-muted-foreground">暫無交易記錄</p>
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)}
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</div>
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</TableCell>
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</TableRow>
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)}
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</>
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);
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})}
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</TableBody>
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</Table>
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)}
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</CardContent>
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</Card>
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<Card>
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<CardHeader>
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<CardTitle>資產分布</CardTitle>
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</CardHeader>
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<CardContent>
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<AllocationChart data={marketAllocation} />
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</CardContent>
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</Card>
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<AddTransactionDialog
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assets={assets}
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open={dialogOpen}
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onOpenChange={setDialogOpen}
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defaultAssetId={selectedAssetId}
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/>
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</div>
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);
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}
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