Slim CoinOX UI to okx对冲: drop records/stats nav and trim env.

Redirect removed pages, disable trade-records API, and keep only options/hedge-related env groups.

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

app.py

@@ -6617,7 +6617,7 @@ def login():
     return render_template(
         "login.html",
         exchange_display=EXCHANGE_DISPLAY_NAME,
-        pwa_app_name="OKX 交易系统",
+        pwa_app_name="okx对冲",
     )
 
 @app.route("/logout")
@@ -7042,7 +7042,7 @@ def api_sync_exchange_pnl():
 @app.route("/")
 @login_required
 def index():
-    return redirect("/trade")
+    return redirect("/hedge-plan")
 
 
 @app.route("/key_monitor")
@@ -7064,19 +7064,17 @@ def trade_page():
 @app.route("/records")
 @login_required
 def records_page():
-    redir = redirect_to_embed_shell_if_enabled("records")
+    # CoinOX 已移除「交易记录与复盘」
-    if redir is not None:
+    flash("CoinOX 不提供交易记录与复盘，请使用期权复盘或对冲计划")
-        return redir
+    return redirect("/hedge-plan")
-    return render_main_page("records")
 
 
 @app.route("/stats")
 @login_required
 def stats_page():
-    redir = redirect_to_embed_shell_if_enabled("stats")
+    # CoinOX 已移除全站「统计分析」(对冲计划内统计仍保留)
-    if redir is not None:
+    flash("CoinOX 不提供全站统计分析，请在对冲计划内查看")
-        return redir
+    return redirect("/hedge-plan")
-    return render_main_page("stats")
 
 
 @app.route("/dashboard")
@@ -9297,21 +9295,11 @@ def api_journal_upload_slot():
     return jsonify(payload), code
 
 
-from lib.instance.records_api_register import register_trade_records_api
+# CoinOX: 不再注册 /api/trade_records(交易记录与复盘已下线)
-
+@app.route("/api/trade_records")
-register_trade_records_api(
+@login_required
-    app,
+def api_trade_records_removed():
-    login_required=login_required,
+    return jsonify({"ok": False, "msg": "CoinOX 已移除交易记录与复盘"}), 410
-    get_db=get_db,
-    list_window_from_request=_list_window_from_request,
-    utc_window_to_bj_sql_strings=utc_window_to_bj_sql_strings,
-    sql_list_time_field=sql_list_time_field,
-    to_effective_trade_dict=to_effective_trade_dict,
-    filter_trade_records_excluding_miss=filter_trade_records_excluding_miss,
-    app_tz=APP_TZ,
-    format_price_fn=format_price_for_symbol,
-    sync_exchange_pnl_fn=lambda conn: sync_trade_records_from_exchange(conn, force=False),
-)
 
 
 def _dashboard_fetch_options_positions():

lib/env/env_schema.py

@@ -179,6 +179,10 @@ SELECT_OPTIONS: dict[str, tuple[tuple[str, str], ...]] = {
         ("true", "以期权为主"),
         ("false", "保险模式"),
     ),
+    "SIM_DEFAULT_MODE": (
+        ("sim", "模拟盘"),
+        ("live", "实盘"),
+    ),
 }
 
 _SELECT_ALIASES: dict[str, dict[str, str]] = {

lib/env/env_ui_manifest.py

@@ -44,6 +44,7 @@ _EXCHANGE_LIVE_FIELDS: dict[str, list[tuple[str, str, str]]] = {
     ],
 }
 
+# 通用共享区(三所模板遗留);CoinOX 用下方 _COINOX_SHARED_SECTIONS
 _SHARED_SECTIONS: list[dict[str, Any]] = [
     {
         "title": "企业微信",
@@ -118,6 +119,47 @@ _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_SHARED_SECTIONS: list[dict[str, Any]] = [
+    {
+        "title": "企业微信",
+        "fields": [
+            ("WECHAT_WEBHOOK", "机器人 Webhook", "行情与风控推送地址"),
+            ("WECHAT_TIMEOUT_SECONDS", "推送超时(秒)", "默认 10"),
+        ],
+    },
+    {
+        "title": "资金与杠杆",
+        "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"),
+            ("FULL_MARGIN_BUFFER_RATIO", "全仓资金缓冲比例", "如 0.98"),
+            ("BTC_LEVERAGE", "BTC 默认杠杆", ""),
+            ("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"),
+        ],
+    },
+    {
+        "title": "模拟盘",
+        "fields": [
+            ("SIM_DEFAULT_MODE", "默认交易模式", "sim=模拟资金;live=实盘"),
+            ("SIM_INITIAL_EQUITY_USDT", "模拟初始权益(USDT)", ""),
+            ("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] = {
     "title": "期权/对冲模式",
     "exchanges": frozenset({"okx"}),
@@ -481,7 +523,8 @@ def ui_sections_for_exchange(
     sections: list[dict[str, Any]] = []
     live_fields = _EXCHANGE_LIVE_FIELDS.get(ex, _EXCHANGE_LIVE_FIELDS["okx"])
     sections.append({"title": "交易所与实盘", "fields": live_fields})
-    sections.extend(_SHARED_SECTIONS)
+    # CoinOX(okx)用精简共享区;其它交易所保留完整遗留分区
+    sections.extend(_COINOX_SHARED_SECTIONS if ex == "okx" else _SHARED_SECTIONS)
     if ex in _MODE_SECTION.get("exchanges", frozenset()):
         from lib.hedge_plan.okx_trade_mode_lib import normalize_okx_trade_mode
 

lib/instance/instance_display_prefs_lib.py

@@ -14,8 +14,9 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_nav_trade": False,
     "show_nav_strategy": False,
     "show_nav_strategy_records": False,
-    "show_nav_records": True,
+    # CoinOX: 已去掉交易记录与复盘 / 全站统计分析
-    "show_nav_stats": True,
+    "show_nav_records": False,
+    "show_nav_stats": False,
     "show_nav_risk_policy": True,
     "show_nav_system_guide": False,
     "show_nav_env_config": True,
@@ -75,6 +76,16 @@ def normalize_display_prefs(raw: dict | None) -> dict[str, bool]:
         for key in DEFAULT_INSTANCE_DISPLAY:
             if key in raw:
                 out[key] = bool(raw[key])
+    # CoinOX 产品面强制隐藏已下线入口(忽略库里旧开关)
+    out["show_nav_records"] = False
+    out["show_nav_stats"] = False
+    out["show_nav_dashboard"] = False
+    out["show_nav_account_ledger"] = False
+    out["show_nav_key_monitor"] = False
+    out["show_nav_trade"] = False
+    out["show_nav_strategy"] = False
+    out["show_nav_strategy_records"] = False
+    out["show_nav_system_guide"] = False
     return out
 
 
@@ -117,21 +128,13 @@ def tab_allowed(tab: str, display: Optional[dict[str, bool]] = None) -> bool:
 
 
 def display_meta_for_ui() -> list[dict[str, Any]]:
+    # CoinOX 顶栏仅保留期权/对冲相关入口
     nav_keys = [
-        "show_nav_dashboard",
-        "show_nav_account_ledger",
-        "show_nav_key_monitor",
-        "show_nav_trade",
-        "show_nav_strategy",
-        "show_nav_strategy_records",
-        "show_nav_records",
-        "show_nav_stats",
-        "show_nav_risk_policy",
-        "show_nav_system_guide",
-        "show_nav_env_config",
         "show_nav_options",
         "show_nav_options_review",
         "show_nav_hedge_plan",
+        "show_nav_risk_policy",
+        "show_nav_env_config",
     ]
     settings_keys = [
         "show_settings_transfer",

lib/instance/instance_embed_lib.py

@@ -214,7 +214,7 @@ def pwa_app_name(exchange_key: str) -> str:
     ex = (exchange_key or "").strip().lower()
     return {
         "binance": "Binance 交易系统",
-        "okx": "OKX 交易系统",
+        "okx": "okx对冲",
         "gate": "Gate 交易系统",
     }.get(ex, "交易系统")
 

lib/instance/templates/embed_page_fragment.html

@@ -292,9 +292,6 @@
 
 
 
-        {% if page == 'records' %}
-        {% include 'records_panel.html' %}
-        {% endif %}
 </div>
     {% if page == 'env_config' %}
     {% include 'env_config_panel.html' %}
@@ -304,49 +301,6 @@
     {% include 'risk_policy_panel.html' %}
     {% endif %}
 
-    {% if page == 'system_guide' %}
-    {% include 'system_guide_panel.html' %}
-    {% endif %}
-
     {% if page == 'settings' %}
     {% include 'settings_panel.html' %}
     {% endif %}
-
-    {% if page == 'stats' %}
-    <div class="card stats-card full" id="stats-card">
-        <div style="display:flex;align-items:center;justify-content:space-between;gap:10px;flex-wrap:wrap">
-            <h2 style="margin-bottom:0">数据统计</h2>
-            <button type="button" class="stats-toggle" id="stats-toggle-btn" onclick="toggleStatsCard()">折叠</button>
-        </div>
-        <div class="stats-content" id="stats-content">
-            <div class="sub" style="margin-bottom:12px;color:#8892b0;font-size:.82rem">
-                统计分析按<strong>北京时间 {{ stats_bundle.stats_reset_hour }}:00</strong>切日计入(与顶栏 UTC 列表窗无关).历史总开仓(累计):
-                <strong style="color:#cfd3ef">{{ stats_bundle.total_opens_all }}</strong> 次
-            </div>
-            <div class="form-row" style="margin-bottom:14px;align-items:center">
-                <label style="display:flex;align-items:center;gap:8px;font-size:.88rem;color:#cfd3ef">
-                    统计品类
-                    <select id="stats-segment-select" onchange="switchStatsSegment()" style="min-width:200px">
-                        {% for seg in stats_bundle.segments %}
-                        <option value="{{ seg.key }}">{{ seg.title }}</option>
-                        {% endfor %}
-                    </select>
-                </label>
-            </div>
-            {% for seg in stats_bundle.segments %}
-            <div class="stats-segment-block stats-segment-panel" data-stats-segment="{{ seg.key }}"{% if not loop.first %} style="display:none"{% endif %}>
-                <div class="stats-period-tabs" role="tablist" aria-label="统计周期">
-                    <button type="button" class="stats-period-tab active" data-stats-period="day" role="tab" aria-selected="true" onclick="switchStatsPeriod('day')">日统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="week" role="tab" aria-selected="false" onclick="switchStatsPeriod('week')">周统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="month" role="tab" aria-selected="false" onclick="switchStatsPeriod('month')">月统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="all" role="tab" aria-selected="false" onclick="switchStatsPeriod('all')">全部统计</button>
-                </div>
-                {{ period_stats_pane("day", seg.day) }}
-                {{ period_stats_pane("week", seg.week) }}
-                {{ period_stats_pane("month", seg.month) }}
-                {{ period_stats_pane("all", seg.all) }}
-            </div>
-            {% endfor %}
-        </div>
-    </div>
-    {% endif %}

lib/instance/templates/embed_shell.html

@@ -28,25 +28,9 @@
 >
 <div class="container">
     <div class="header">
-        <h1>加密货币｜交易监控 + AI复盘一体化</h1>
+        <h1>okx对冲</h1>
     </div>
     <nav class="top-nav embed-top-nav" aria-label="实例导航">
-        <a href="/dashboard" data-embed-tab="dashboard" class="{% if initial_tab == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
-        <a href="/account_ledger" data-embed-tab="account_ledger" class="{% if initial_tab == 'account_ledger' %}active{% endif %}"{% if not display.show_nav_account_ledger %} style="display:none"{% endif %}>账户流水</a>
-        <a href="/key_monitor" data-embed-tab="key_monitor" class="{% if initial_tab == 'key_monitor' %}active{% endif %}"{% if not display.show_nav_key_monitor %} style="display:none"{% endif %}>关键位监控</a>
-        <a href="/trade" data-embed-tab="trade" class="{% if initial_tab == 'trade' %}active{% endif %}"{% if not display.show_nav_trade %} style="display:none"{% endif %}>实盘下单</a>
-        {% if not intraday_discipline and display.show_nav_strategy %}
-        <a href="/strategy" data-embed-tab="strategy" class="{% if initial_tab == 'strategy' %}active{% endif %}">策略交易</a>
-        {% endif %}
-        {% if not intraday_discipline and display.show_nav_strategy_records %}
-        <a href="/strategy/records" data-embed-tab="strategy_records" class="{% if initial_tab == 'strategy_records' %}active{% endif %}">策略交易记录</a>
-        {% endif %}
-        {% if display.show_nav_records %}
-        <a href="/records" data-embed-tab="records" class="{% if initial_tab == 'records' %}active{% endif %}">交易记录与复盘</a>
-        {% endif %}
-        {% if display.show_nav_stats %}
-        <a href="/stats" data-embed-tab="stats" class="{% if initial_tab == 'stats' %}active{% endif %}">统计分析</a>
-        {% endif %}
         {% if options_nav_visible and display.show_nav_options %}
         <a href="/options" data-embed-tab="options" class="{% if initial_tab == 'options' %}active{% endif %}">期权</a>
         {% endif %}
@@ -59,7 +43,6 @@
         {% if display.show_nav_risk_policy %}
         <a href="/risk_policy" data-embed-tab="risk_policy" class="{% if initial_tab == 'risk_policy' %}active{% endif %}">风控说明</a>
         {% endif %}
-        <a href="/system_guide" data-embed-tab="system_guide" class="{% if initial_tab == 'system_guide' %}active{% endif %}"{% if not display.show_nav_system_guide %} style="display:none"{% endif %}>系统说明</a>
         {% if display.show_nav_env_config %}
         <a href="/env_config" data-embed-tab="env_config" class="{% if initial_tab == 'env_config' %}active{% endif %}">env配置</a>
         {% endif %}
@@ -97,11 +80,12 @@
 
 <!-- 手机端主导航(≤720px);桌面不显示 -->
 <nav id="inst-mobile-tabbar" class="inst-mobile-tabbar" aria-label="手机主导航">
-    <a href="/trade" class="inst-m-tab{% if initial_tab == 'trade' %} active{% endif %}" data-embed-tab="trade"{% if not display.show_nav_trade %} style="display:none"{% endif %}>下单</a>
-    <a href="/key_monitor" class="inst-m-tab{% if initial_tab == 'key_monitor' %} active{% endif %}" data-embed-tab="key_monitor"{% if not display.show_nav_key_monitor %} style="display:none"{% endif %}>关键位</a>
     {% if options_nav_visible and display.show_nav_options %}
     <a href="/options" class="inst-m-tab{% if initial_tab == 'options' %} active{% endif %}" data-embed-tab="options">期权</a>
     {% endif %}
+    {% if hedge_plan_nav_visible and display.show_nav_hedge_plan %}
+    <a href="/hedge-plan" class="inst-m-tab{% if initial_tab == 'hedge_plan' %} active{% endif %}" data-embed-tab="hedge_plan">对冲</a>
+    {% endif %}
     <button type="button" class="inst-m-tab" data-embed-tab="more" id="inst-m-tab-more" aria-haspopup="dialog" aria-expanded="false">更多</button>
 </nav>
 <div id="inst-mobile-more" class="inst-mobile-more" aria-hidden="true">
@@ -111,30 +95,12 @@
         <h2 id="inst-mobile-more-title" class="inst-mobile-more-title">更多</h2>
         <p class="inst-mobile-more-hint">次要页面 · 完整界面请用电脑</p>
         <nav class="inst-mobile-more-nav" aria-label="更多页面">
-            <a href="/dashboard" data-embed-tab="dashboard"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
-            <a href="/account_ledger" data-embed-tab="account_ledger"{% if not display.show_nav_account_ledger %} style="display:none"{% endif %}>账户流水</a>
-            {% if display.show_nav_records %}
-            <a href="/records" data-embed-tab="records">交易记录</a>
-            {% endif %}
-            {% if not intraday_discipline and display.show_nav_strategy %}
-            <a href="/strategy" data-embed-tab="strategy">策略交易</a>
-            {% endif %}
-            {% if not intraday_discipline and display.show_nav_strategy_records %}
-            <a href="/strategy/records" data-embed-tab="strategy_records">策略记录</a>
-            {% endif %}
-            {% if display.show_nav_stats %}
-            <a href="/stats" data-embed-tab="stats">统计分析</a>
-            {% endif %}
             {% 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_hedge_plan %}
-            <a href="/hedge-plan" data-embed-tab="hedge_plan">对冲计划</a>
-            {% endif %}
             {% if display.show_nav_risk_policy %}
             <a href="/risk_policy" data-embed-tab="risk_policy">风控说明</a>
             {% endif %}
-            <a href="/system_guide" data-embed-tab="system_guide"{% if not display.show_nav_system_guide %} style="display:none"{% endif %}>系统说明</a>
             {% if display.show_nav_env_config %}
             <a href="/env_config" data-embed-tab="env_config">env配置</a>
             {% endif %}

lib/instance/templates/index.html

@@ -151,25 +151,9 @@
 {% endmacro %}
 <div class="container">
     <div class="header">
-        <h1>CoinOX｜币本位期权 + U 本位对冲</h1>
+        <h1>okx对冲</h1>
     </div>
     <div class="top-nav">
-        <a href="/dashboard" data-embed-tab="dashboard" class="{% if page == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
-        <a href="/account_ledger" data-embed-tab="account_ledger" class="{% if page == 'account_ledger' %}active{% endif %}"{% if not display.show_nav_account_ledger %} style="display:none"{% endif %}>账户流水</a>
-        <a href="/key_monitor" class="{% if page == 'key_monitor' %}active{% endif %}"{% if not display.show_nav_key_monitor %} style="display:none"{% endif %}>关键位监控</a>
-        <a href="/trade" class="{% if page == 'trade' %}active{% endif %}"{% if not display.show_nav_trade %} style="display:none"{% endif %}>实盘下单</a>
-        {% if not intraday_discipline and display.show_nav_strategy %}
-        <a href="/strategy" class="{% if page in ('strategy', 'strategy_trend', 'strategy_roll') %}active{% endif %}">策略交易</a>
-        {% endif %}
-        {% if not intraday_discipline and display.show_nav_strategy_records %}
-        <a href="/strategy/records" class="{% if page == 'strategy_records' %}active{% endif %}">策略交易记录</a>
-        {% endif %}
-        {% if display.show_nav_records %}
-        <a href="/records" class="{% if page == 'records' %}active{% endif %}">交易记录与复盘</a>
-        {% endif %}
-        {% if display.show_nav_stats %}
-        <a href="/stats" class="{% if page == 'stats' %}active{% endif %}">统计分析</a>
-        {% endif %}
         {% if options_nav_visible and display.show_nav_options %}
         <a href="/options" class="{% if page == 'options' %}active{% endif %}">期权</a>
         {% endif %}
@@ -182,7 +166,6 @@
         {% if display.show_nav_risk_policy %}
         <a href="/risk_policy" class="{% if page == 'risk_policy' %}active{% endif %}">风控说明</a>
         {% endif %}
-        <a href="/system_guide" class="{% if page == 'system_guide' %}active{% endif %}"{% if not display.show_nav_system_guide %} style="display:none"{% endif %}>系统说明</a>
         {% if display.show_nav_env_config %}
         <a href="/env_config" class="{% if page == 'env_config' %}active{% endif %}">env配置</a>
         {% endif %}
@@ -371,10 +354,6 @@
 
 
 
-        {% if page == 'records' %}
-        {% include 'records_panel.html' %}
-        {% endif %}
-
     {% if page == 'env_config' %}
     {% include 'env_config_panel.html' %}
     {% endif %}
@@ -383,52 +362,9 @@
     {% include 'risk_policy_panel.html' %}
     {% endif %}
 
-    {% if page == 'system_guide' %}
-    {% include 'system_guide_panel.html' %}
-    {% endif %}
-
     {% if page == 'settings' %}
     {% include 'settings_panel.html' %}
     {% endif %}
-
-    {% if page == 'stats' %}
-    <div class="card stats-card full" id="stats-card">
-        <div style="display:flex;align-items:center;justify-content:space-between;gap:10px;flex-wrap:wrap">
-            <h2 style="margin-bottom:0">数据统计</h2>
-            <button type="button" class="stats-toggle" id="stats-toggle-btn" onclick="toggleStatsCard()">折叠</button>
-        </div>
-        <div class="stats-content" id="stats-content">
-            <div class="sub" style="margin-bottom:12px;color:#8892b0;font-size:.82rem">
-                统计分析按<strong>北京时间 {{ stats_bundle.stats_reset_hour }}:00</strong>切日计入(与顶栏 UTC 列表窗无关).历史总开仓(累计):
-                <strong style="color:#cfd3ef">{{ stats_bundle.total_opens_all }}</strong> 次
-            </div>
-            <div class="form-row" style="margin-bottom:14px;align-items:center">
-                <label style="display:flex;align-items:center;gap:8px;font-size:.88rem;color:#cfd3ef">
-                    统计品类
-                    <select id="stats-segment-select" onchange="switchStatsSegment()" style="min-width:200px">
-                        {% for seg in stats_bundle.segments %}
-                        <option value="{{ seg.key }}">{{ seg.title }}</option>
-                        {% endfor %}
-                    </select>
-                </label>
-            </div>
-            {% for seg in stats_bundle.segments %}
-            <div class="stats-segment-block stats-segment-panel" data-stats-segment="{{ seg.key }}"{% if not loop.first %} style="display:none"{% endif %}>
-                <div class="stats-period-tabs" role="tablist" aria-label="统计周期">
-                    <button type="button" class="stats-period-tab active" data-stats-period="day" role="tab" aria-selected="true" onclick="switchStatsPeriod('day')">日统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="week" role="tab" aria-selected="false" onclick="switchStatsPeriod('week')">周统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="month" role="tab" aria-selected="false" onclick="switchStatsPeriod('month')">月统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="all" role="tab" aria-selected="false" onclick="switchStatsPeriod('all')">全部统计</button>
-                </div>
-                {{ period_stats_pane("day", seg.day) }}
-                {{ period_stats_pane("week", seg.week) }}
-                {{ period_stats_pane("month", seg.month) }}
-                {{ period_stats_pane("all", seg.all) }}
-            </div>
-            {% endfor %}
-        </div>
-    </div>
-    {% endif %}
 </div>
 
 <div class="modal" id="imgModal" onclick="closeModal()">