Enable hedge review with dual-timeframe K-line charts.

Always install the review module in hedge-only mode, expose 对冲复盘 in nav, and allow auto charts for closed hedge plans.

Co-authored-by: Cursor <cursoragent@cursor.com>

README.md

@@ -6,7 +6,7 @@ OKX **币本位期权** + **U 本位永续对冲** 独立实例。
 
 ## 产品范围
 
-本仓**仅对冲**。单独期权（含中控）请用专用期权仓库；此处默认不装期权页/复盘/独立盯盘。
+本仓**仅对冲**。单独期权（含中控）请用专用期权仓库；此处默认不装单独期权交易页/独立盯盘，但装载**对冲复盘**（已结束计划 + 标的永续双周期 K 线）。
 
 | 保留 | 说明 |
 |------|------|

app.py

@@ -9941,7 +9941,7 @@ from lib.sim.register import install_sim_trading
 
 install_sim_trading(app, _REPO_ROOT, app_module=sys.modules[__name__])
 
-# 本仓默认仅对冲:不装单独期权页/复盘/独立盯盘(执行层由 hedge 共用 okx_options_lib).
+# 本仓默认仅对冲:不装单独期权交易页/独立盯盘;复盘始终安装(对冲复盘+双周期K线).
 # 紧急需要单独期权 UI 时设 STANDALONE_OPTIONS_UI=true(不推荐;专用期权仓更完整).
 from lib.hedge_plan.okx_trade_mode_lib import standalone_options_ui_enabled as _standalone_opt_ui
 
@@ -9949,16 +9949,16 @@ if _standalone_opt_ui():
     from lib.options.options_register import install_options_trading
 
     install_options_trading(app, _REPO_ROOT, app_module=sys.modules[__name__])
-
-    from lib.options.options_review_register import install_options_review
-
-    install_options_review(app, _REPO_ROOT, app_module=sys.modules[__name__])
 else:
     print(
-        "[boot] STANDALONE_OPTIONS_UI=false → skip options/review UI (hedge-only)",
+        "[boot] STANDALONE_OPTIONS_UI=false → skip standalone options trading UI",
         flush=True,
     )
 
+from lib.options.options_review_register import install_options_review
+
+install_options_review(app, _REPO_ROOT, app_module=sys.modules[__name__])
+
 from lib.hedge_plan.hedge_plan_register import install_hedge_plan
 
 install_hedge_plan(app, _REPO_ROOT, app_module=sys.modules[__name__])

lib/common/static/instance_embed.js

@@ -11,7 +11,7 @@
     strategy: "/strategy",
     strategy_records: "/strategy/records",
     options: "/options",
-    options_review: "/options/review",
+    options_review: "/hedge-plan/review",
     hedge_plan: "/hedge-plan",
     records: "/records",
     stats: "/stats",

lib/common/static/options_review.js

@@ -1161,7 +1161,19 @@
     ($("or-f-note") || {}).value = e.note || "";
     setMoodTags(e.mistake_tags);
     resetChartOptions();
-    setChartOptionsVisible(t.source_type === "option_spot");
+    // 纯期权与对冲均可生成标的永续双周期 K 线;对冲默认勾选
+    var chartOk =
+      t.source_type === "option_spot" ||
+      t.source_type === "perp_options" ||
+      t.source_type === "options_options";
+    setChartOptionsVisible(chartOk);
+    if (
+      chartOk &&
+      (t.source_type === "perp_options" || t.source_type === "options_options")
+    ) {
+      var cb = $("or-exchange-chart");
+      if (cb) cb.checked = true;
+    }
 
     var summary = $("or-journal-summary");
     if (summary) {

lib/instance/instance_display_prefs_lib.py

@@ -43,7 +43,7 @@ DISPLAY_LABELS: dict[str, str] = {
     "show_nav_system_guide": "系统说明",
     "show_nav_env_config": "env配置",
     "show_nav_options": "期权",
-    "show_nav_options_review": "期权复盘",
+    "show_nav_options_review": "对冲复盘",
     "show_nav_hedge_plan": "永期/期期对冲",
     "show_settings_transfer": "资金划转",
     "show_settings_export": "数据导出",

lib/instance/instance_embed_lib.py

@@ -40,6 +40,7 @@ PATH_TO_EMBED_TAB: dict[str, str] = {
     "/strategy/records": "strategy_records",
     "/options": "options",
     "/options/review": "options_review",
+    "/hedge-plan/review": "options_review",
     "/hedge-plan": "hedge_plan",
     "/records": "records",
     "/stats": "stats",

lib/instance/templates/embed_shell.html

@@ -37,6 +37,9 @@
         {% if options_nav_visible and display.show_nav_options_review %}
         <a href="/options/review" data-embed-tab="options_review" class="{% if initial_tab == 'options_review' %}active{% endif %}">期权复盘</a>
         {% endif %}
+        {% if hedge_plan_nav_visible and display.show_nav_options_review %}
+        <a href="/hedge-plan/review" data-embed-tab="options_review" class="{% if initial_tab == 'options_review' %}active{% endif %}">对冲复盘</a>
+        {% endif %}
         {% if hedge_plan_nav_visible and display.show_nav_hedge_plan %}
         <a href="/hedge-plan" data-embed-tab="hedge_plan" class="{% if initial_tab == 'hedge_plan' %}active{% endif %}">{% if hedge_plan_show_options_options %}期期对冲{% else %}永期对冲{% endif %}</a>
         {% endif %}
@@ -98,6 +101,9 @@
             {% if options_nav_visible and display.show_nav_options_review %}
             <a href="/options/review" data-embed-tab="options_review">期权复盘</a>
             {% endif %}
+            {% if hedge_plan_nav_visible and display.show_nav_options_review %}
+            <a href="/hedge-plan/review" data-embed-tab="options_review">对冲复盘</a>
+            {% endif %}
             {% if display.show_nav_risk_policy %}
             <a href="/risk_policy" data-embed-tab="risk_policy">风控说明</a>
             {% endif %}

lib/instance/templates/index.html

@@ -160,6 +160,9 @@
         {% if options_nav_visible and display.show_nav_options_review %}
         <a href="/options/review" class="{% if page == 'options_review' %}active{% endif %}">期权复盘</a>
         {% endif %}
+        {% if hedge_plan_nav_visible and display.show_nav_options_review %}
+        <a href="/hedge-plan/review" class="{% if page == 'options_review' %}active{% endif %}">对冲复盘</a>
+        {% endif %}
         {% if hedge_plan_nav_visible and display.show_nav_hedge_plan %}
         <a href="/hedge-plan" class="{% if page == 'hedge_plan' %}active{% endif %}">{% if hedge_plan_show_options_options %}期期对冲{% else %}永期对冲{% endif %}</a>
         {% endif %}

lib/options/options_review_register.py

@@ -139,8 +139,12 @@ def _maybe_schedule_options_review_chart(
     trade: dict[str, Any],
     data: dict[str, Any],
 ) -> bool:
-    """纯期权 + 无手动截图 + 勾选自动K线 → 后台生成标的永续双周期拼图(只钉进/出场)."""
-    if str(trade.get("source_type") or "").strip() != "option_spot":
+    """无手动截图 + 勾选自动K线 → 后台生成标的永续双周期拼图(只钉进/出场).
+
+    纯期权与永期/期期对冲均可;对冲按计划开平时间钉在标的永续 K 线上.
+    """
+    src = str(trade.get("source_type") or "").strip()
+    if src not in ("option_spot", "perp_options", "options_options"):
         return False
     images = data.get("images") if isinstance(data.get("images"), list) else []
     has_manual = any(str((x or {}).get("file") or "").strip() for x in images)
@@ -205,12 +209,17 @@ def _maybe_schedule_options_review_chart(
         except Exception:
             now_ms = None
 
+    plan_id = trade.get("hedge_plan_id")
+    if plan_id:
+        title_prefix = f"{underlying or 'HEDGE'} plan#{plan_id} review"
+    else:
         inst = str(trade.get("inst_id") or underlying or f"#{trade.get('id') or ''}").strip()
+        title_prefix = f"{underlying or 'OPT'} {inst} review"
     upload_folder = options_review_upload_dir(cfg["upload_folder"])
     schedule_options_review_exchange_chart(
         trade_id=int(trade["id"]),
         exchange_symbol=exchange_symbol,
-        title_prefix=f"{underlying or 'OPT'} {inst} review",
+        title_prefix=title_prefix,
         journal_tfs=journal_tfs,
         journal_limit=journal_limit,
         marker_payload={
@@ -231,9 +240,7 @@ def _maybe_schedule_options_review_chart(
 def register_options_review_routes(app: Flask, cfg: dict[str, Any], repo_root: str) -> None:
     lr = cfg["login_required"]
 
-    @app.route("/options/review")
-    @lr
-    def options_review_page():
+    def _review_page():
         from lib.instance.instance_embed_lib import redirect_to_embed_shell_if_enabled
 
         redir = redirect_to_embed_shell_if_enabled("options_review")
@@ -241,6 +248,17 @@ def register_options_review_routes(app: Flask, cfg: dict[str, Any], repo_root: s
             return redir
         return cfg["render_main_page"]("options_review")
 
+    @app.route("/options/review")
+    @lr
+    def options_review_page():
+        return _review_page()
+
+    @app.route("/hedge-plan/review")
+    @lr
+    def hedge_plan_review_page():
+        """对冲复盘入口(与 /options/review 同页;本仓主入口)."""
+        return _review_page()
+
     @app.route("/static/options_review.js")
     @lr
     def static_options_review_js():

lib/options/templates/options_review_panel.html

@@ -178,7 +178,7 @@
     </style>
 
     <div class="or-page-head">
-        <h2>期权复盘</h2>
+        <h2>{% if okx_trade_mode|default('') in ('perp_options', 'options_options') %}对冲复盘{% else %}期权复盘{% endif %}</h2>
         <span class="muted" id="or-sync-status" style="font-size:.72rem"></span>
         <button type="button" class="btn-secondary" id="or-reload-btn" style="font-size:.76rem;padding:4px 10px">刷新</button>
     </div>
@@ -356,7 +356,7 @@
                     <option value="now" {% if journal_chart_default_anchor == 'now' %}selected{% endif %}>当前时间</option>
                 </select>
             </div>
-            <div class="sub or-chart-hint hidden" id="or-chart-hint" style="font-size:.72rem;margin-top:2px;margin-bottom:0">纯期权:按标的永续画双周期上下图;只按时间标记进场/出场,不标止损;有手动截图时不自动生成</div>
+            <div class="sub or-chart-hint hidden" id="or-chart-hint" style="font-size:.72rem;margin-top:2px;margin-bottom:0">{% if okx_trade_mode|default('') in ('perp_options', 'options_options') %}对冲:按标的永续画双周期上下图;按计划开仓/平仓时间钉点;有手动截图时不自动生成{% else %}纯期权:按标的永续画双周期上下图;只按时间标记进场/出场,不标止损;有手动截图时不自动生成{% endif %}</div>
 
             <div class="or-mood-grid mood-grid">
                 <label><input type="checkbox" class="or-mood" value="怕踏空">怕踏空</label>
@@ -447,4 +447,4 @@
     </section>
 </div>
 
-<script src="/static/options_review.js?v=23"></script>
+<script src="/static/options_review.js?v=24"></script>