Enable options by default and allow full sim trading without OKX API keys.

Relax hedge start gates in sim, route perp open/close through sim broker, and mount strategy templates for records pages.

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

lib/hedge_plan/hedge_plan_calc_lib.py

@@ -716,6 +716,7 @@ def gate_status(
     show_options_options: bool = True,
     mutual_exclusive: bool = True,
     has_standalone_option: bool = False,
+    sim_mode: bool = False,
 ) -> dict[str, Any]:
     from lib.trade.position_sizing_lib import is_full_margin_mode
 
@@ -739,7 +740,8 @@ def gate_status(
         can_preview = False
         can_start = False
         reasons.append("期期对冲已隐藏(HEDGE_PLAN_SHOW_OPTIONS_OPTIONS)")
-    if not live_order:
+    # 模拟盘用本地钱包撮合,不要求实盘开关 / API
+    if not sim_mode and not live_order:
         can_start = False
         reasons.append("未允许对冲真实下单(HEDGE_PLAN_LIVE_ORDER)")
     if active_count >= max(1, int(max_active or 1)):
@@ -749,10 +751,10 @@ def gate_status(
         can_start = False
         reasons.append("存在单独期权持仓,禁止启动对冲计划(互斥门控)")
     if pt == "perp_options":
-        if not full:
+        if not full and not sim_mode:
             can_start = False
             reasons.append("永期开仓仅全仓模式可用(当前可测算)")
-        if not live_trading:
+        if not sim_mode and not live_trading:
             can_start = False
             reasons.append("未开启实盘(LIVE_TRADING_ENABLED)")
     elif pt == "options_options":
@@ -770,6 +772,7 @@ def gate_status(
         "plan_type": pt,
         "live_order": live_order,
         "live_trading": live_trading,
+        "sim_mode": bool(sim_mode),
         "active_count": active_count,
         "max_active": max_active,
         "show_perp_options": bool(show_perp_options),

lib/hedge_plan/hedge_plan_register.py

@@ -93,7 +93,7 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "alt_leverage": int(getattr(app_module, "ALT_LEVERAGE", 5) or 5),
         "full_margin_buffer": float(getattr(app_module, "FULL_MARGIN_BUFFER_RATIO", 0.98) or 0.98),
         "funds_decimals": int(getattr(app_module, "FUNDS_DECIMALS", 2) or 2),
-        "options_enabled": _env_bool("OKX_OPTIONS_ENABLED", False),
+        "options_enabled": _env_bool("OKX_OPTIONS_ENABLED", True),
         "default_underly": (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper(),
         "chain_max_dte": float(os.getenv("OKX_OPTIONS_CHAIN_MAX_DTE_DAYS") or os.getenv("OKX_OPTIONS_MAX_DTE_DAYS") or "14"),
         "perp_account_label": (os.getenv("OKX_ACCOUNT_LABEL") or "合约账户").strip(),
@@ -195,6 +195,15 @@ def _gates_dict(cfg: dict[str, Any], plan_type: str) -> dict[str, Any]:
         # fail-closed:探测失败视为不可开仓
         active = 10**9
         has_standalone = True
+    sim_mode = False
+    try:
+        from lib.sim.mode_lib import is_sim_mode
+
+        get_db = cfg.get("get_db")
+        if callable(get_db):
+            sim_mode = bool(is_sim_mode(get_db))
+    except Exception:
+        sim_mode = False
     return gate_status(
         hedge_enabled=_hedge_enabled(),
         sizing_mode=load_position_sizing_mode(),
@@ -208,6 +217,7 @@ def _gates_dict(cfg: dict[str, Any], plan_type: str) -> dict[str, Any]:
         show_options_options=_show_options_options(),
         mutual_exclusive=mutual,
         has_standalone_option=has_standalone,
+        sim_mode=sim_mode,
     )
 
 

lib/instance/instance_settings_lib.py

@@ -160,7 +160,7 @@ def build_instance_settings_view(
             }
         )
 
-    if (exchange_key or "").strip().lower() == "okx" and _env_bool("OKX_OPTIONS_ENABLED", False):
+    if (exchange_key or "").strip().lower() == "okx" and _env_bool("OKX_OPTIONS_ENABLED", True):
         api_key = (os.getenv("OKX_API_KEY") or "").strip()
         sections.append(
             {
@@ -194,7 +194,7 @@ def build_instance_settings_view(
         "data_export_version": int(data_export_version),
         "show_transfer": (exchange_key or "").strip().lower() in ("gate", "binance", "okx"),
         "options_settings_enabled": (exchange_key or "").strip().lower() == "okx"
-        and _env_bool("OKX_OPTIONS_ENABLED", False),
+        and _env_bool("OKX_OPTIONS_ENABLED", True),
         "auto_transfer_enabled": auto_transfer_on,
         "auto_transfer_bj_hour": _env_int("AUTO_TRANSFER_BJ_HOUR", 8),
         "auto_transfer_amount": _env_float("AUTO_TRANSFER_AMOUNT", 30),

lib/options/options_register.py

@@ -54,7 +54,7 @@ def attach_options_templates(app: Flask, repo_root: str) -> None:
 
 
 def install_options_trading(app: Flask, repo_root: str, app_module: Any) -> None:
-    enabled = _env_bool("OKX_OPTIONS_ENABLED", False)
+    enabled = _env_bool("OKX_OPTIONS_ENABLED", True)
     attach_options_templates(app, repo_root)
     cfg = _build_cfg(app_module)
     app.extensions["options_cfg"] = cfg
@@ -95,7 +95,7 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
     )
 
     return {
-        "enabled": _env_bool("OKX_OPTIONS_ENABLED", False),
+        "enabled": _env_bool("OKX_OPTIONS_ENABLED", True),
         "get_db": app_module.get_db,
         "login_required": app_module.login_required,
         "exchange_options": getattr(app_module, "exchange_options", None),

lib/sim/hooks.py

@@ -74,6 +74,69 @@ def apply_sim_hooks(app_module: Any) -> None:
     app_module.get_available_trading_usdt = get_available_trading_usdt
     app_module.get_live_position_contracts = get_live_position_contracts
 
+    _orig_place = getattr(app_module, "place_exchange_order", None)
+    _orig_close = getattr(app_module, "close_exchange_order", None)
+    if callable(_orig_place):
+
+        def place_exchange_order(
+            exchange_symbol,
+            direction,
+            amount,
+            leverage,
+            stop_loss=None,
+            take_profit=None,
+        ):
+            if is_sim_mode(app_module.get_db):
+                ex = getattr(app_module, "exchange", None)
+                if ex is None:
+                    raise RuntimeError("sim: 无公开行情 exchange")
+                ensure = getattr(app_module, "ensure_markets_loaded", None)
+                if callable(ensure):
+                    try:
+                        ensure()
+                    except Exception:
+                        pass
+                return broker().place_perp_market(
+                    ex,
+                    symbol=exchange_symbol,
+                    direction=direction,
+                    contracts=float(amount),
+                    leverage=int(leverage or 1),
+                    stop_loss=stop_loss,
+                    take_profit=take_profit,
+                )
+            return _orig_place(
+                exchange_symbol,
+                direction,
+                amount,
+                leverage,
+                stop_loss=stop_loss,
+                take_profit=take_profit,
+            )
+
+        app_module.place_exchange_order = place_exchange_order
+
+    if callable(_orig_close):
+
+        def close_exchange_order(order_row):
+            if is_sim_mode(app_module.get_db):
+                ex = getattr(app_module, "exchange", None)
+                if ex is None:
+                    raise RuntimeError("sim: 无公开行情 exchange")
+                row = order_row or {}
+                symbol = row.get("exchange_symbol") or row.get("symbol")
+                direction = row.get("direction")
+                contracts = float(row.get("order_amount") or 0)
+                return broker().close_perp_market(
+                    ex,
+                    symbol=str(symbol or ""),
+                    direction=str(direction or ""),
+                    contracts=contracts if contracts > 0 else None,
+                )
+            return _orig_close(order_row)
+
+        app_module.close_exchange_order = close_exchange_order
+
     _orig_xfer = getattr(app_module, "execute_transfer_usdt", None)
     if callable(_orig_xfer):