Add HEDGE_PO_MODE instance modes with shared sim/live path.

Lock one mode per instance/subaccount, cross-asset BTC option/ETH perp sizing, combo-U exit, and ship docs/tests/audit.

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

lib/hedge_plan/templates/hedge_plan_panel.html

@@ -1,5 +1,12 @@
 <div class="hedge-plan-page-wrap" style="grid-column:1/-1" id="hedge-plan-root"
-     data-default-underly="{{ options_default_underly | default('ETH') }}"
+     data-default-underly="{{ hedge_option_underlying or options_default_underly | default('ETH') }}"
+     data-po-mode="{{ hedge_po_mode | default('eth') }}"
+     data-po-mode-label="{{ hedge_po_mode_label | default('ETH永期') }}"
+     data-option-underly="{{ hedge_option_underlying or options_default_underly | default('ETH') }}"
+     data-perp-underly="{{ hedge_perp_underlying or options_default_underly | default('ETH') }}"
+     data-cross-asset="{{ '1' if hedge_cross_asset else '0' }}"
+     data-cross-k="{{ hedge_cross_notional_k if hedge_cross_notional_k is not none else '' }}"
+     data-option-perp-ratio="{{ hedge_option_perp_ratio | default(2) }}"
      data-hedge-enabled="{{ '1' if hedge_plan_enabled else '0' }}"
      data-options-enabled="{{ '1' if options_enabled else '0' }}"
      data-show-perp="{{ '1' if hedge_plan_show_perp_options else '0' }}"
@@ -24,6 +31,7 @@
   {# 顶栏「对冲计划」已改为导航「永期/期期对冲」;页内不再重复大标题 #}
   <div class="hp-page-toolbar">
     <button type="button" class="btn-secondary" id="hp-refresh" title="刷新永续行情与期权链">刷新行情</button>
+    <span class="hp-po-mode-badge" id="hp-po-mode-badge" title="一实例一种模式对应一个子账户;模拟与实盘同路径">{{ hedge_po_mode_label | default('ETH永期') }}</span>
     <span class="muted hp-po-gate-inline" id="hp-po-gate-inline" aria-live="polite"></span>
   </div>
   {# 模式由导航/env 决定,页内不再显示「永期对冲」Tab #}
@@ -46,19 +54,22 @@
         <details class="tip-collapse hp-rule-collapse">
           <summary class="tip-collapse-summary">规则说明</summary>
           <div class="tip-collapse-body rule-tip">
-            <p><strong>手动选约</strong>：左侧选 Call/Put 与到期,点「选择」弹窗下单。买 Call → 永续空;买 Put → 永续多。比例默认 <strong>2</strong>(期权名义÷比例=永续名义)。</p>
+            <p><strong>实例模式</strong>：<code>HEDGE_PO_MODE</code>=<strong>{{ hedge_po_mode | default('eth') }}</strong>（{{ hedge_po_mode_label | default('ETH永期') }}）。一实例一种模式对应一个子账户;模拟盘与实盘同一执行路径;账户互不干涉。不可页内切换。</p>
+            <p><strong>腿组合</strong>：期权 <strong>{{ hedge_option_underlying or 'ETH' }}</strong> + 永续 <strong>{{ hedge_perp_underlying or 'ETH' }}</strong>{% if hedge_cross_asset %}；跨币名义系数 K=<strong>{{ hedge_cross_notional_k or 0.5 }}</strong>（永续名义=期权名义×K）{% endif %}。买 Call → 永续空;买 Put → 永续多。比例默认 <strong>{{ hedge_option_perp_ratio | default(2) }}</strong>。</p>
             <p><strong>手动下单</strong>：开仓按<strong>卖一限价</strong>(非交易所市价)。先开期权(按张数买币并+5%滑点),再开永续。永续杠杆取 env:BTC=<code>BTC_LEVERAGE</code>/ETH=<code>ALT_LEVERAGE</code>。</p>
-            <p><strong>出场</strong>：盈利金额(扣开平双边手续费后净利)或目标位点数二选一。平仓先期权(须买一流动性)再永续,再把币全部卖回 USDT。一账户同时仅一笔对冲仓。</p>
-            <p><strong>开仓校验</strong>：已选合约 · 张数≥1 · 出场条件已填 · 门禁「开仓:可」· 账户有足够交易 USDT。</p>
+            <p><strong>出场</strong>：仅<strong>组合盈利金额(U)</strong>（期权净利×期权指数 + 永续净利,扣开平双边手续费）。平仓先期权(须买一流动性)再永续,再把期权标的币卖回 USDT。一账户同时仅一笔对冲仓。</p>
+            <p><strong>开仓校验</strong>：已选合约 · 张数≥1 · 盈利目标已填 · 门禁「开仓:可」· 账户有足够交易 USDT。</p>
             <p><strong>期权链</strong>：默认显示约 <strong>5</strong> 档(平值 + 实值2 + 虚值2);勾选「展开全部」查看该到期更多行权价。</p>
             <p><strong>账户</strong>：期权币本位 · 交易/资金计 USDT · 永续全仓 / 期权逐仓(余额见下方划转)。</p>
-            <p><strong>组合净盈亏</strong>：扣开平双边手续费;永续按平仓方向盘口均价估值。</p>
+            <p><strong>组合净盈亏</strong>：扣开平双边手续费;永续按平仓方向盘口均价估值;一律折 U。</p>
             <p class="muted" id="hp-po-pair-hint">买 Call + 永续空 · 点「选择」弹窗下单。</p>
           </div>
         </details>
         <div class="form-row hp-opt-toolbar hp-po-opt-toolbar options-chain-toolbar">
-          <button type="button" class="btn-secondary hp-uly-btn active" data-uly="ETH">ETH</button>
-          <button type="button" class="btn-secondary hp-uly-btn" data-uly="BTC">BTC</button>
+          <span class="hp-uly-lock" id="hp-uly-lock" title="由 HEDGE_PO_MODE 锁定,不可页内切换">
+            <button type="button" class="btn-secondary hp-uly-btn active" data-uly="ETH" disabled>ETH</button>
+            <button type="button" class="btn-secondary hp-uly-btn" data-uly="BTC" disabled>BTC</button>
+          </span>
           <select id="hp-exp-select"><option value="">选择到期日</option></select>
           <span class="hp-oo-seg hp-po-dir-seg" role="group" aria-label="期权类型">
             <button type="button" class="btn-secondary hp-po-dir is-selected" data-dir="long" title="买 Call → 永续空"><span class="hp-oo-check" aria-hidden="true">✓</span>看涨 Call</button>