Improve hedge-plan option board: moneyness, px/sz, accounts, and denser UI.

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

lib/hedge_plan/hedge_plan_register.py

@@ -49,7 +49,7 @@ def install_hedge_plan(app: Flask, repo_root: str, app_module: Any) -> None:
 
 
 def _build_cfg(app_module: Any) -> dict[str, Any]:
-    from lib.exchange.okx_options_lib import build_option_chain
+    from lib.exchange.okx_options_lib import build_option_chain, options_header_balances
 
     return {
         "get_db": app_module.get_db,
@@ -62,6 +62,7 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "normalize_exchange_symbol": getattr(app_module, "normalize_exchange_symbol", None),
         "ensure_markets_loaded": getattr(app_module, "ensure_markets_loaded", None),
         "build_option_chain": build_option_chain,
+        "options_header_balances": options_header_balances,
         "btc_leverage": int(getattr(app_module, "BTC_LEVERAGE", 10) or 10),
         "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),
@@ -69,6 +70,8 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "options_enabled": _env_bool("OKX_OPTIONS_ENABLED", False),
         "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(),
+        "options_account_label": (os.getenv("OKX_OPTIONS_ACCOUNT_LABEL") or "期权账户").strip(),
     }
 
 
@@ -132,6 +135,9 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             **data,
             "gates": gates,
             "sizing_mode": sizing_mode,
+            "account_kind": "perp",
+            "account_label": cfg.get("perp_account_label") or "合约账户",
+            "account_note": "永续腿使用合约(交易)账户可用 USDT",
         }
         return jsonify(out)
 
@@ -154,7 +160,19 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             )
         except Exception as e:
             return jsonify({"ok": False, "msg": f"拉取期权链失败: {e}"}), 500
-        return jsonify({"ok": True, **chain, "chain_max_dte_days": cfg.get("chain_max_dte")})
+        opt_acct = _options_account_snapshot(cfg)
+        return jsonify(
+            {
+                "ok": True,
+                **chain,
+                "underlying": u,
+                "chain_max_dte_days": cfg.get("chain_max_dte"),
+                "account_kind": "options",
+                "account_label": cfg.get("options_account_label") or "期权账户",
+                "account_note": "期权腿使用期权账户(交易 USDC)",
+                "options_account": opt_acct,
+            }
+        )
 
     @app.route("/api/hedge-plan/preview", methods=["POST"])
     @lr
@@ -318,6 +336,34 @@ def _fetch_perp_market(cfg: dict[str, Any], base: str) -> tuple[dict[str, Any],
     }, None
 
 
+def _options_account_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
+    """期权账户资金快照(与期权页同源: exchange_options)."""
+    out: dict[str, Any] = {
+        "label": cfg.get("options_account_label") or "期权账户",
+        "trading_usdc": None,
+        "funding_usdc": None,
+        "trading_usdt": None,
+        "funding_usdt": None,
+    }
+    ex = cfg.get("exchange_options")
+    hdr = cfg.get("options_header_balances")
+    if ex is None or not callable(hdr):
+        return out
+    try:
+        trading_usdc, funding_usdc, funding_usdt, trading_usdt = hdr(ex, force=False)
+        out.update(
+            {
+                "trading_usdc": trading_usdc,
+                "funding_usdc": funding_usdc,
+                "trading_usdt": trading_usdt,
+                "funding_usdt": funding_usdt,
+            }
+        )
+    except Exception:
+        pass
+    return out
+
+
 def _sf(v: Any) -> float | None:
     if v is None or v == "":
         return None

lib/hedge_plan/templates/hedge_plan_panel.html

@@ -23,13 +23,14 @@
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="stats">统计分析</button>
     </div>
     <p class="muted" id="hp-gate-line"></p>
+    <p class="muted hp-acct-hint" id="hp-acct-hint">永续腿→合约账户 · 期权腿→期权账户</p>
   </div>
 
   <div id="hp-tab-perp_options" class="hp-tab-panel" role="tabpanel">
     <div class="options-dual-grid" id="hp-po-layout">
       <div class="card">
-        <h2>永续(列表行情)</h2>
-        <div class="form-row">
+        <h2>永续 · <span id="hp-perp-uly-label">ETH</span> <span class="muted hp-acct-tag" id="hp-perp-acct-tag">合约账户</span></h2>
+        <div class="form-row hp-uly-row">
           <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>
           <select id="hp-direction">
@@ -37,7 +38,7 @@
             <option value="short">做空</option>
           </select>
         </div>
-        <div id="hp-perp-quote" class="muted" style="margin:8px 0;line-height:1.6">加载中…</div>
+        <div id="hp-perp-quote" class="muted hp-quote-line">加载中…</div>
         <div class="form-row" style="flex-wrap:wrap">
           <label>开仓价 <input type="number" step="any" id="hp-entry" /></label>
           <label>止盈 <input type="number" step="any" id="hp-tp" /></label>
@@ -47,20 +48,27 @@
         <p class="muted" id="hp-sizing-line"></p>
       </div>
       <div class="card">
-        <h2>期权(列表) · <span id="hp-opt-type-label">Put</span></h2>
+        <h2>期权(列表) · <span id="hp-opt-type-label">Put</span> <span class="muted hp-acct-tag" id="hp-opt-acct-tag">期权账户</span></h2>
         <div class="form-row">
           <select id="hp-exp-select"><option value="">选择到期日</option></select>
           <button type="button" class="btn-secondary" id="hp-load-chain">刷新链</button>
         </div>
-        <div id="hp-index-line" class="muted"></div>
+        <div class="form-row hp-money-row">
+          <button type="button" class="btn-secondary hp-money-btn active" data-money="all">全部</button>
+          <button type="button" class="btn-secondary hp-money-btn" data-money="itm">实值</button>
+          <button type="button" class="btn-secondary hp-money-btn" data-money="otm">虚值</button>
+          <span class="muted hp-money-hint">实值含平值</span>
+        </div>
+        <div id="hp-index-line" class="muted hp-quote-line"></div>
+        <div id="hp-opt-bal-line" class="muted hp-quote-line"></div>
         <div class="options-strike-table-wrap">
           <table class="options-strike-table" id="hp-strike-table">
             <thead>
               <tr>
                 <th>行权价</th>
-                <th>类型</th>
+                <th>实虚值</th>
                 <th>卖一/张</th>
-                <th>买一</th>
+                <th>买一/张</th>
                 <th>操作</th>
               </tr>
             </thead>
@@ -108,13 +116,14 @@
   <div id="hp-tab-options_options" class="hp-tab-panel hidden" role="tabpanel" hidden>
     <div class="options-dual-grid" id="hp-oo-layout">
       <div class="card">
-        <h2>期期参数</h2>
-        <div class="form-row">
+        <h2>期期参数 · <span id="hp-oo-uly-label">ETH</span> <span class="muted hp-acct-tag">期权账户</span></h2>
+        <div class="form-row hp-uly-row">
           <button type="button" class="btn-secondary hp-uly-btn-oo active" data-uly="ETH">ETH</button>
           <button type="button" class="btn-secondary hp-uly-btn-oo" data-uly="BTC">BTC</button>
           <label>目标价 S* <input type="number" step="any" id="hp-target" /></label>
         </div>
-        <div id="hp-oo-index" class="muted"></div>
+        <div id="hp-oo-index" class="muted hp-quote-line"></div>
+        <div id="hp-oo-bal-line" class="muted hp-quote-line"></div>
         <div id="hp-oo-legs" class="muted" style="margin-top:8px;line-height:1.6">尚未选用两腿</div>
       </div>
       <div class="card">
@@ -127,18 +136,18 @@
           <table class="options-strike-table options-strike-table--t" id="hp-oo-table">
             <thead>
               <tr>
-                <th colspan="2" class="opt-t-head-call">Call</th>
+                <th colspan="3" class="opt-t-head-call">Call</th>
                 <th class="opt-t-head-mid">行权</th>
-                <th colspan="2" class="opt-t-head-put">Put</th>
+                <th colspan="3" class="opt-t-head-put">Put</th>
               </tr>
               <tr>
-                <th>卖一</th><th>选用</th>
+                <th>卖一/张</th><th>实虚值</th><th>选用</th>
                 <th>K</th>
-                <th>卖一</th><th>选用</th>
+                <th>实虚值</th><th>卖一/张</th><th>选用</th>
               </tr>
             </thead>
             <tbody id="hp-oo-tbody">
-              <tr><td colspan="5" class="muted">请刷新期权链</td></tr>
+              <tr><td colspan="7" class="muted">请刷新期权链</td></tr>
             </tbody>
           </table>
         </div>
@@ -186,4 +195,4 @@
     </div>
   </div>
 </div>
-<script src="/static/hedge_plan.js?v=3"></script>
+<script src="/static/hedge_plan.js?v=4"></script>