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,
     )