Tune CoinOX env: drop auto-transfer; map leverage to hedge perp opens.

BTC_LEVERAGE/ALT_LEVERAGE now drive永期永续 default leverage in UI and start fallback.

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

.env.example

@@ -74,9 +74,9 @@ DAILY_START_CAPITAL=30
 DAILY_LOSS_CAPITAL=20
 # 日内盈利后基数(U)
 DAILY_PROFIT_CAPITAL=50
-# BTC 默认杠杆倍数
+# 永期对冲·永续开仓杠杆(env 页「永期·永续杠杆」;页面未填时回退)
 BTC_LEVERAGE=10
-# 山寨币默认杠杆倍数
+# ETH 永续开仓杠杆(键名沿用 ALT_LEVERAGE)
 ALT_LEVERAGE=5
 # 交易日重置小时(北京时间)
 TRADING_DAY_RESET_HOUR=8
@@ -271,16 +271,14 @@ RECONCILE_FLAT_CONFIRM_POLLS=3
 FULL_MARGIN_BUFFER_RATIO=0.98
 
 # =============================================================================
-# 自动划转(页顶「将 swap 补足到 XU」;与 DAILY_START_CAPITAL 独立,需一致时请设为相同值)
+# 自动划转(CoinOX 已禁用,勿开启;保留键仅兼容旧 .env)
 # =============================================================================
-AUTO_TRANSFER_ENABLED=false
+# AUTO_TRANSFER_ENABLED=false
-# 交易账户(swap)目标余额 U:每日 8 点(北京)自动划入或划出至 funding;持仓中不划转
+# AUTO_TRANSFER_AMOUNT=30
-AUTO_TRANSFER_AMOUNT=30
+# AUTO_TRANSFER_FROM=funding
-AUTO_TRANSFER_FROM=funding
+# AUTO_TRANSFER_TO=swap
-AUTO_TRANSFER_TO=swap
+# TRANSFER_CCY=USDT
-TRANSFER_CCY=USDT
+# AUTO_TRANSFER_BJ_HOUR=8
-# 北京时间该整点小时内尝试;账簿按 UTC 自然日去重
-AUTO_TRANSFER_BJ_HOUR=8
 # 强制清仓整点(北京时间,默认 0=凌晨00点)
 FORCE_CLOSE_BJ_HOUR=0
 # 是否启用强制清仓(默认关闭,true 才会在整点执行)

app.py

@@ -393,7 +393,8 @@ PRICE_REFRESH_SECONDS = int(os.getenv("PRICE_REFRESH_SECONDS", "5"))
 KEY_ALERT_MAX_TIMES = int(os.getenv("KEY_ALERT_MAX_TIMES", "3"))
 KEY_ALERT_INTERVAL_MINUTES = int(os.getenv("KEY_ALERT_INTERVAL_MINUTES", "5"))
 KEY_BREAKOUT_LIMIT_PCT = float(os.getenv("KEY_BREAKOUT_LIMIT_PCT", "1.5"))
-AUTO_TRANSFER_ENABLED = os.getenv("AUTO_TRANSFER_ENABLED", "false").lower() == "true"
+# CoinOX 不提供自动划转(env 页已去掉该分区)
+AUTO_TRANSFER_ENABLED = False
 AUTO_TRANSFER_AMOUNT = float(os.getenv("AUTO_TRANSFER_AMOUNT", "30"))
 AUTO_TRANSFER_FROM = os.getenv("AUTO_TRANSFER_FROM", "funding")
 AUTO_TRANSFER_TO = os.getenv("AUTO_TRANSFER_TO", "swap")
@@ -6974,6 +6975,8 @@ def render_main_page(page="trade", embed_mode=None):
         hedge_plan_option_primary=os.getenv("HEDGE_PLAN_OPTION_PRIMARY", "true").lower()
         in ("1", "true", "yes", "on"),
         hedge_plan_budget_buffer=float(os.getenv("HEDGE_PLAN_BUDGET_BUFFER") or "0.95"),
+        hedge_plan_btc_leverage=int(BTC_LEVERAGE or 10),
+        hedge_plan_eth_leverage=int(ALT_LEVERAGE or 5),
         options_trade_budget=OKX_OPTIONS_TRADE_BUDGET_USDC,
         options_budget_buffer=float(os.getenv("OKX_OPTIONS_BUDGET_BUFFER") or "0.95"),
         options_compound_full_enabled=os.getenv(

lib/common/static/hedge_plan.js

@@ -40,6 +40,7 @@
     optionPrimary: root.getAttribute("data-option-primary") !== "0",
     opLevTouched: false,
     opRatioTouched: false,
+    perpLevTouched: false,
     tradingUsdc: null,
     fundingUsdc: null,
     tradeBudgetUsdc: null,
@@ -377,6 +378,14 @@
     };
   }
 
+  function defaultPerpLeverage(uly) {
+    const u = (uly || "ETH").toUpperCase();
+    const btc = Number(root.getAttribute("data-btc-leverage") || 10);
+    const eth = Number(root.getAttribute("data-eth-leverage") || 5);
+    if (u === "BTC") return Number.isFinite(btc) && btc > 0 ? btc : 10;
+    return Number.isFinite(eth) && eth > 0 ? eth : 5;
+  }
+
   function syncUnderlyingUI() {
     const uly = state.underlying || "ETH";
     document.querySelectorAll(".hp-uly-btn, .hp-uly-btn-oo").forEach(function (b) {
@@ -388,6 +397,11 @@
     if (lab) lab.textContent = uly;
     const ooLab = $("hp-oo-uly-label");
     if (ooLab) ooLab.textContent = uly;
+    // 永续开仓杠杆跟随 env(BTC_LEVERAGE / ALT_LEVERAGE=ETH)
+    const levEl = $("hp-perp-leverage");
+    if (levEl && !state.perpLevTouched) {
+      levEl.value = String(defaultPerpLeverage(uly));
+    }
   }
 
   function syncMoneyUI() {
@@ -1664,7 +1678,7 @@
             strike_interval: numInput("hp-strike-interval", 15),
             min_option_hours: numInput("hp-min-hours", 36),
             option_leverage: numInput("hp-opt-leverage", 100),
-            leverage: numInput("hp-perp-leverage", 100),
+            leverage: numInput("hp-perp-leverage", defaultPerpLeverage(state.underlying)),
             moneyness: opMoneyKind(),
             hours_to_expiry: exp ? hoursFromExpMs(exp.exp_time) : null,
           };
@@ -1868,6 +1882,11 @@
         renderListStrikes();
       });
     }
+    if ($("hp-perp-leverage")) {
+      $("hp-perp-leverage").addEventListener("input", function () {
+        state.perpLevTouched = true;
+      });
+    }
     if ($("hp-opt-leverage")) {
       $("hp-opt-leverage").addEventListener("input", function () {
         state.opLevTouched = true;
@@ -2618,7 +2637,7 @@
         strike_interval: numInput("hp-strike-interval", 15),
         min_option_hours: numInput("hp-min-hours", 36),
         option_leverage: optLev,
-        leverage: numInput("hp-perp-leverage", 100),
+        leverage: numInput("hp-perp-leverage", defaultPerpLeverage(state.underlying)),
         moneyness: opMoneyKind(),
       };
       const d = await apiJson("/api/hedge-plan/start", {
@@ -2684,7 +2703,7 @@
             ask: state.selected.ask,
             index_px: entry,
             exchange_symbol: (state.market && state.market.exchange_symbol) || "",
-            leverage: numInput("hp-perp-leverage", 100),
+            leverage: numInput("hp-perp-leverage", defaultPerpLeverage(state.underlying)),
             option_leverage: numInput("hp-opt-leverage", 100),
             premium_budget: numInput("hp-premium-budget", 0),
             option_perp_ratio: numInput("hp-opt-perp-ratio", 2),

lib/env/env_ui_manifest.py

@@ -119,7 +119,7 @@ _SHARED_SECTIONS: list[dict[str, Any]] = [
     },
 ]
 
-# CoinOX env 页:去掉关键位/AI复盘/永续手工单等无关项
+# CoinOX env 页:去掉关键位/AI复盘/自动划转等无关项
 _COINOX_SHARED_SECTIONS: list[dict[str, Any]] = [
     {
         "title": "企业微信",
@@ -129,14 +129,18 @@ _COINOX_SHARED_SECTIONS: list[dict[str, Any]] = [
         ],
     },
     {
-        "title": "资金与杠杆",
+        "title": "永期·永续杠杆",
         "fields": [
-            ("POSITION_SIZING_MODE", "计仓模式", "切换须无仓后重启"),
+            (
-            ("RISK_PERCENT", "以损定仓风险%", "单笔风险占资金比例"),
+                "BTC_LEVERAGE",
-            ("FULL_MARGIN_BUFFER_RATIO", "全仓资金缓冲比例", "如 0.98"),
+                "BTC 永续开仓杠杆",
-            ("BTC_LEVERAGE", "BTC 默认杠杆", ""),
+                "永期对冲开永续腿时用;页面未填杠杆时回退本值",
-            ("ALT_LEVERAGE", "山寨默认杠杆", ""),
+            ),
-            ("TRADING_DAY_RESET_HOUR", "交易日切点(北京时间)", "整点,默认 8"),
+            (
+                "ALT_LEVERAGE",
+                "ETH 永续开仓杠杆",
+                "永期对冲开 ETH-USDT 永续时用;页面未填杠杆时回退本值",
+            ),
         ],
     },
     {
@@ -147,17 +151,6 @@ _COINOX_SHARED_SECTIONS: list[dict[str, Any]] = [
             ("SIM_FEE_RATE", "模拟手续费率", "默认 0.0005"),
         ],
     },
-    {
-        "title": "自动划转",
-        "fields": [
-            ("AUTO_TRANSFER_ENABLED", "启用自动划转", ""),
-            ("AUTO_TRANSFER_AMOUNT", "目标余额(U)", "交易账户目标 USDT"),
-            ("AUTO_TRANSFER_FROM", "划出账户", "余额不足时从此账户划入交易账户"),
-            ("AUTO_TRANSFER_TO", "划入账户", "目标余额所在账户,一般为 swap"),
-            ("AUTO_TRANSFER_BJ_HOUR", "执行整点(北京时间)", ""),
-            ("TRANSFER_CCY", "划转币种", ""),
-        ],
-    },
 ]
 
 _MODE_SECTION: dict[str, Any] = {

lib/hedge_plan/hedge_plan_register.py

@@ -845,18 +845,19 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             err = validate_start_body(plan_type, body)
             if err:
                 return jsonify({"ok": False, "msg": err, "gates": gates}), 400
-            # 补齐永续杠杆(以期权为主默认 100;保险模式 BTC/ETH 用 btc_leverage)
+            # 补齐永续杠杆:页面未填时用 env(BTC_LEVERAGE / ALT_LEVERAGE=ETH)
             if plan_type == "perp_options" and not body.get("leverage"):
                 from lib.hedge_plan.hedge_plan_option_primary_lib import is_option_primary
 
-                if is_option_primary(body):
+                base = str(body.get("underlying") or "ETH").upper()
+                if base == "BTC":
+                    body["leverage"] = int(cfg.get("btc_leverage") or 10)
+                elif base == "ETH":
+                    body["leverage"] = int(cfg.get("alt_leverage") or cfg.get("btc_leverage") or 10)
+                elif is_option_primary(body):
                     body["leverage"] = 100
                 else:
-                    base = str(body.get("underlying") or "ETH").upper()
+                    body["leverage"] = int(cfg.get("alt_leverage") or 5)
-                    if base in ("BTC", "ETH"):
-                        body["leverage"] = int(cfg.get("btc_leverage") or 10)
-                    else:
-                        body["leverage"] = int(cfg.get("alt_leverage") or 5)
             # 以期权为主:策略启动=盯盘,不现场开仓
             if plan_type == "perp_options":
                 from lib.hedge_plan.hedge_plan_option_primary_lib import is_option_primary

lib/hedge_plan/templates/hedge_plan_panel.html

@@ -7,6 +7,8 @@
      data-oo-close-mode-enabled="{{ '1' if hedge_plan_oo_close_mode_enabled else '0' }}"
      data-option-primary="{{ '1' if hedge_plan_option_primary|default(true) else '0' }}"
      data-budget-buffer="{{ hedge_plan_budget_buffer | default(0.95) }}"
+     data-btc-leverage="{{ hedge_plan_btc_leverage | default(10) }}"
+     data-eth-leverage="{{ hedge_plan_eth_leverage | default(5) }}"
      data-sizing-mode="{{ position_sizing_mode | default('risk') }}"
      data-is-full-margin="{{ '1' if position_sizing_mode == 'full_margin' else '0' }}">
   {% if not hedge_plan_enabled %}
@@ -96,8 +98,8 @@
                 <input type="number" step="any" id="hp-premium-budget" placeholder="预算(执行×0.95)" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
               </label>
               <label class="hp-po-field">
-                <span class="hp-po-field-lab">永续杠杆</span>
+                <span class="hp-po-field-lab">永续杠杆 <em>开仓</em></span>
-                <input type="number" step="1" id="hp-perp-leverage" value="100" autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+                <input type="number" step="1" id="hp-perp-leverage" value="{{ hedge_plan_eth_leverage | default(5) }}" autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" title="默认取 env 永期·永续杠杆;可按标的切换" />
               </label>
               <label class="hp-po-field">
                 <span class="hp-po-field-lab">期权杠杆 <em>启动校验</em></span>
@@ -405,4 +407,4 @@
     </div>
   </div>
 </div>
-<script src="/static/hedge_plan.js?v=49"></script>
+<script src="/static/hedge_plan.js?v=50"></script>

lib/instance/instance_display_prefs_lib.py

@@ -23,7 +23,7 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_nav_options": True,
     "show_nav_options_review": True,
     "show_nav_hedge_plan": True,
-    "show_settings_transfer": True,
+    "show_settings_transfer": False,  # CoinOX 不需要永续自动划转
     "show_settings_export": True,
     "show_settings_password": True,
     "show_settings_options_swap": False,  # CoinOX 已移除 USDT↔USDC 兑换
@@ -87,6 +87,7 @@ def normalize_display_prefs(raw: dict | None) -> dict[str, bool]:
     out["show_nav_strategy_records"] = False
     out["show_nav_system_guide"] = False
     out["show_settings_options_swap"] = False
+    out["show_settings_transfer"] = False
     return out
 
 
@@ -138,7 +139,6 @@ def display_meta_for_ui() -> list[dict[str, Any]]:
         "show_nav_env_config",
     ]
     settings_keys = [
-        "show_settings_transfer",
         "show_settings_export",
         "show_settings_password",
         "show_settings_options_transfer",