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Add curated env config UI with Chinese labels and deploy secret bootstrap

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Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
dekun
2026-07-08 21:03:00 +08:00
parent 0b91d26f71
commit 0d2ce9c126
11 changed files with 767 additions and 23 deletions
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lib/common/static/instance_settings_prefs.js
+6 -3
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@@ -145,7 +145,7 @@
card.className = "env-field-card";
const label = document.createElement("label");
label.className = "env-field-label";
label.textContent = field.key;
label.textContent = field.label || field.key;
card.appendChild(label);
if (field.note) {
const note = document.createElement("div");
@@ -156,10 +156,13 @@
let input;
if (field.type === "bool") {
input = document.createElement("select");
["true", "false"].forEach((v) => {
[
["true", "开启"],
["false", "关闭"],
].forEach(([v, text]) => {
const o = document.createElement("option");
o.value = v;
o.textContent = v;
o.textContent = text;
input.appendChild(o);
});
const cur = (field.current || field.default || "false").toLowerCase();
lib/env/env_ui_manifest.py
Vendored
+245
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@@ -0,0 +1,245 @@
"""env 配置页 UI 白名单：中文标签、按交易所过滤。"""
from __future__ import annotations
from typing import Any, Optional
from lib.env.env_file_lib import env_get_all, read_env_lines
from lib.env.env_schema import (
_field_type,
_hot_reload,
_is_sensitive,
_mask_value,
_restart_required,
parse_env_example_schema,
)
# 各所「交易所与实盘」字段（顺序即页面顺序）
_EXCHANGE_LIVE_FIELDS: dict[str, list[tuple[str, str, str]]] = {
"okx": [
("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程，不向交易所发单"),
("OKX_API_KEY", "API Key", "永续子账户"),
("OKX_API_SECRET", "API Secret", "永续子账户"),
("OKX_API_PASSPHRASE", "API Passphrase", "OKX 必填"),
("OKX_TD_MODE", "保证金模式", "cross=全仓，isolated=逐仓"),
("OKX_POS_MODE", "持仓模式", "hedge=双向，net=单向净持仓"),
("OKX_POSITION_INST_TYPE", "仓位查询类型", "如 SWAP"),
("OKX_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
],
"binance": [
("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程，不向交易所发单"),
("BINANCE_API_KEY", "API Key", "永续子账户"),
("BINANCE_API_SECRET", "API Secret", "永续子账户"),
("BINANCE_MARGIN_MODE", "保证金模式", "cross=全仓，isolated=逐仓"),
("BINANCE_POSITION_MODE", "持仓模式", "hedge=双向，one_way=单向"),
("BINANCE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
],
"gate": [
("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程，不向交易所发单"),
("GATE_API_KEY", "API Key", "永续子账户"),
("GATE_API_SECRET", "API Secret", "永续子账户"),
("GATE_TD_MODE", "保证金模式", "cross=全仓，isolated=逐仓"),
("GATE_POS_MODE", "持仓模式", "hedge=双向，single=单向"),
("GATE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
],
}
_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": "AI 复盘",
"fields": [
("AI_PROVIDER", "AI 提供方", "openai 或 ollama"),
("OPENAI_API_BASE", "API 地址", "OpenAI 兼容接口"),
("OPENAI_API_KEY", "API 密钥", "留空表示不修改"),
("OPENAI_MODEL", "云端模型", ""),
("OLLAMA_API", "Ollama 地址", "本地服务 URL"),
("AI_MODEL", "Ollama 模型", ""),
("AI_TIMEOUT_SECONDS", "请求超时（秒）", "默认 120"),
],
},
{
"title": "交易执行",
"fields": [
("POSITION_SIZING_MODE", "计仓模式", "risk=以损定仓，full_margin=全仓杠杆"),
("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", ""),
("TRADE_DIRECTION_RESTRICT_ENABLED", "方向限制开关", ""),
("TRADE_DIRECTION", "允许方向", "long_only / short_only / both"),
("TRADE_SYMBOL_RESTRICT_ENABLED", "币种白名单开关", ""),
("TRADE_SYMBOL_WHITELIST", "白名单币种", "逗号分隔，如 BTC,ETH"),
("TRADING_DAY_RESET_HOUR", "交易日切点（北京时间）", "整点，默认 8"),
("TRADING_DAY_RESET_OPEN_GUARD_ENABLED", "切点前禁止新开仓", ""),
("MAX_ACTIVE_POSITIONS", "最大同时持仓", ""),
("MANUAL_MIN_PLANNED_RR", "人工最低盈亏比", "如 1.4"),
("FORCE_CLOSE_ENABLED", "强制清仓开关", ""),
("FORCE_CLOSE_BJ_HOUR", "强制清仓整点（北京）", ""),
],
},
{
"title": "交易风控",
"fields": [
("DAILY_OPEN_ALERT_THRESHOLD", "单日开仓提醒阈值", "达次数后 AI 提醒，不拦单"),
("DAILY_OPEN_HARD_LIMIT", "单日开仓硬上限", "0=不启用"),
],
},
{
"title": "账户冷静期",
"fields": [
("RISK_CONTROL_ENABLED", "冷静期总开关", ""),
("RISK_COOLING_HOURS_MANUAL", "手动平仓冷静（小时）", ""),
("RISK_COOLING_HOURS_MANUAL_JOURNAL", "复盘情绪冷静（小时）", ""),
("RISK_MANUAL_CLOSE_DAILY_LIMIT", "日手动平仓次数上限", ""),
("RISK_MOOD_ISSUES_DAILY_FREEZE", "情绪标签日冻结", ""),
],
},
{
"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", "funding 或 swap"),
("AUTO_TRANSFER_TO", "划入账户", "swap 或 funding"),
("AUTO_TRANSFER_BJ_HOUR", "执行整点（北京时间）", ""),
("TRANSFER_CCY", "划转币种", "默认 USDT"),
],
},
{
"title": "当日资金",
"fields": [
("DAILY_START_CAPITAL", "日起始基数（U）", ""),
("DAILY_LOSS_CAPITAL", "回撤后基数（U）", ""),
("DAILY_PROFIT_CAPITAL", "盈利后基数（U）", ""),
],
},
]
_OPTIONS_SECTION: dict[str, Any] = {
"title": "期权账户",
"exchanges": frozenset({"okx"}),
"fields": [
("OKX_OPTIONS_ENABLED", "启用期权模块", ""),
("OKX_OPTIONS_API_KEY", "期权 API Key", "主账户，与永续子账户分离"),
("OKX_OPTIONS_API_SECRET", "期权 API Secret", ""),
("OKX_OPTIONS_API_PASSPHRASE", "期权 API Passphrase", ""),
("OKX_OPTIONS_ACCOUNT_LABEL", "期权账户备注", ""),
("OKX_OPTIONS_TRADE_BUDGET_USDC", "单笔预算（USDC）", ""),
("OKX_OPTIONS_BUDGET_BUFFER", "预算缓冲比例", "如 0.95"),
("OKX_OPTIONS_DEFAULT_UNDERLY", "默认标的", "如 ETH"),
],
}
def _schema_field_map(example_path: str) -> dict[str, dict[str, Any]]:
out: dict[str, dict[str, Any]] = {}
for group in parse_env_example_schema(example_path):
for field in group.get("fields") or []:
out[field["key"]] = dict(field)
return out
def _build_field(
key: str,
label: str,
note: str,
schema: dict[str, dict[str, Any]],
values: dict[str, str],
) -> dict[str, Any]:
meta = schema.get(key) or {}
default_val = meta.get("default") or values.get(key) or ""
val = values.get(key)
if val is None:
val = default_val
masked = _mask_value(key, val)
ftype = meta.get("type") or _field_type(key, default_val)
return {
"key": key,
"label": label,
"note": note or meta.get("note") or "",
"default": default_val,
"type": ftype,
"sensitive": meta.get("sensitive", _is_sensitive(key)),
"restart_required": meta.get("restart_required", _restart_required(key)),
"hot_reload": meta.get("hot_reload", _hot_reload(key)),
"current": masked["value"] if not _is_sensitive(key) else "",
"masked": masked["masked"],
"has_value": masked["has_value"],
}
def ui_sections_for_exchange(exchange_key: str) -> list[dict[str, Any]]:
ex = (exchange_key or "").strip().lower()
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)
if ex in _OPTIONS_SECTION.get("exchanges", frozenset()):
sections.append(_OPTIONS_SECTION)
return sections
def ui_allowed_keys(exchange_key: str) -> frozenset[str]:
keys: set[str] = set()
for sec in ui_sections_for_exchange(exchange_key):
for item in sec["fields"]:
keys.add(item[0])
return frozenset(keys)
def build_env_ui_payload(
exchange_key: str,
example_path: str,
env_path: str,
) -> list[dict[str, Any]]:
schema = _schema_field_map(example_path)
env_lines = read_env_lines(env_path)
values = env_get_all(env_lines)
groups: list[dict[str, Any]] = []
for sec in ui_sections_for_exchange(exchange_key):
fields = [
_build_field(key, label, note, schema, values)
for key, label, note in sec["fields"]
]
groups.append({"title": sec["title"], "fields": fields})
return groups
def filter_updates_for_ui(exchange_key: str, updates: dict[str, str]) -> dict[str, str]:
allowed = ui_allowed_keys(exchange_key)
return {k: v for k, v in (updates or {}).items() if k in allowed}
def validate_env_ui_updates(
exchange_key: str,
example_path: str,
updates: dict[str, str],
) -> tuple[dict[str, str], list[str]]:
from lib.env.env_schema import validate_env_updates
schema = _schema_field_map(example_path)
groups: list[dict[str, Any]] = []
for sec in ui_sections_for_exchange(exchange_key):
fields: list[dict[str, Any]] = []
for key, _label, _note in sec["fields"]:
if key in schema:
fields.append(schema[key])
else:
default = ""
fields.append(
{
"key": key,
"type": _field_type(key, default),
"sensitive": _is_sensitive(key),
"restart_required": _restart_required(key),
"hot_reload": _hot_reload(key),
}
)
groups.append({"title": sec["title"], "fields": fields})
return validate_env_updates(groups, updates)
lib/instance/instance_settings_lib.py
+3 -2
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@@ -189,9 +189,10 @@ def settings_page_context(page: str, *, instance_base_dir: str | None = None, **
return {}
ctx: dict[str, Any] = {"instance_settings": build_instance_settings_view(**kwargs)}
if p == "env_config" and instance_base_dir:
from lib.env.env_schema import build_env_payload
from lib.env.env_ui_manifest import build_env_ui_payload
exchange_key = str(kwargs.get("exchange_key") or "")
env_path = os.path.join(instance_base_dir, ".env")
example_path = os.path.join(instance_base_dir, ".env.example")
ctx["env_config_groups"] = build_env_payload(example_path, env_path).get("groups") or []
ctx["env_config_groups"] = build_env_ui_payload(exchange_key, example_path, env_path)
return ctx
lib/instance/instance_settings_register.py
+12 -11
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@@ -8,12 +8,12 @@ from typing import Any, Callable
from flask import jsonify, request, session
from lib.env.env_file_lib import apply_env_updates, env_get, read_env_lines
from lib.env.env_schema import (
build_env_payload,
parse_env_example_schema,
updates_need_restart,
validate_env_updates,
from lib.env.env_ui_manifest import (
build_env_ui_payload,
filter_updates_for_ui,
validate_env_ui_updates,
)
from lib.env.env_schema import parse_env_example_schema
from lib.instance.instance_display_prefs_lib import (
display_meta_for_ui,
get_display_prefs,
@@ -85,26 +85,27 @@ def register_instance_settings_routes(
@app.route("/api/settings/env/meta", methods=["GET"])
@api_auth
def api_env_meta():
payload = build_env_payload(example_path, env_path)
return jsonify({"ok": True, **payload})
groups = build_env_ui_payload(exchange_key, example_path, env_path)
return jsonify({"ok": True, "groups": groups})
@app.route("/api/settings/env", methods=["GET", "POST"])
@api_auth
def api_settings_env():
if request.method == "GET":
payload = build_env_payload(example_path, env_path)
return jsonify({"ok": True, **payload})
groups = build_env_ui_payload(exchange_key, example_path, env_path)
return jsonify({"ok": True, "groups": groups})
body = request.get_json(silent=True) or {}
updates = body.get("values") if isinstance(body.get("values"), dict) else body
if not isinstance(updates, dict):
return jsonify({"ok": False, "msg": "无效请求体"}), 400
groups = parse_env_example_schema(example_path)
clean, errors = validate_env_updates(groups, updates)
updates = filter_updates_for_ui(exchange_key, updates)
clean, errors = validate_env_ui_updates(exchange_key, example_path, updates)
if errors:
return jsonify({"ok": False, "msg": "; ".join(errors)}), 400
if not clean:
return jsonify({"ok": True, "changed_keys": [], "restart_required": False})
changed = apply_env_updates(env_path, clean)
groups = parse_env_example_schema(example_path)
reload_info = apply_env_reload(env_path, get_db, changed, groups)
return jsonify(
{
lib/instance/templates/embed_shell.html
+1 -1
View File
@@ -103,7 +103,7 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
<script>
window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
</script>
<script src="/static/instance_settings_prefs.js?v=5"></script>
<script src="/static/instance_settings_prefs.js?v=6"></script>
<script src="/static/instance_live.js?v=4"></script>
<script src="/static/instance_embed.js?v=19"></script>
</body>
lib/instance/templates/env_config_panel.html
+5 -5
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@@ -1,8 +1,8 @@
{# env配置：按功能分组，三列卡片布局（SSR 预渲染） #}
{# env配置：白名单分组，仅中文标签 #}
<div class="env-config-page">
<div class="env-config-head card">
<h2>env 配置</h2>
<p class="settings-env-hint">读取并编辑本实例 <code>.env</code>。标注「保存即生效」的项会立即应用；标注「需重启」的项保存后请点「保存并重启」。</p>
<p class="settings-env-hint">仅展示运营相关配置。标注「保存即生效」的项会立即应用；标注「需重启」的项保存后请点「保存并重启」。完整说明见项目文档 <code>docs/env配置说明.md</code>。</p>
<div class="env-config-toolbar">
<button type="button" class="btn-primary btn-sm" id="env-config-save">保存</button>
<button type="button" class="btn-secondary btn-sm" id="env-config-save-restart">保存并重启</button>
@@ -18,15 +18,15 @@
<div class="env-group-fields">
{% for field in group.fields %}
<div class="env-field-card">
<label class="env-field-label">{{ field.key }}</label>
<label class="env-field-label">{{ field.label or field.key }}</label>
{% if field.note %}
<div class="env-field-note muted">{{ field.note }}</div>
{% endif %}
{% if field.type == 'bool' %}
<select class="env-field-input" data-env-key="{{ field.key }}">
{% set cur = (field.current or field.default or 'false')|lower %}
<option value="true"{% if cur in ('true', '1', 'yes', 'on') %} selected{% endif %}>true</option>
<option value="false"{% if cur not in ('true', '1', 'yes', 'on') %} selected{% endif %}>false</option>
<option value="true"{% if cur in ('true', '1', 'yes', 'on') %} selected{% endif %}>开启</option>
<option value="false"{% if cur not in ('true', '1', 'yes', 'on') %} selected{% endif %}>关闭</option>
</select>
{% else %}
<input
lib/instance/templates/index.html
+1 -1
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@@ -2038,6 +2038,6 @@ setInterval(refreshPriceSnapshotConditional, {{ price_refresh_seconds * 1000 }})
<script>
window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
</script>
<script src="/static/instance_settings_prefs.js?v=5"></script>
<script src="/static/instance_settings_prefs.js?v=6"></script>
</body>
</html>
lib/instance/templates/settings_panel.html
+1
View File
@@ -1,5 +1,6 @@
{# 系统设置：2 列独立卡片 #}
<div class="settings-page settings-page--grid">
<p class="settings-env-hint muted" style="margin:0 0 10px">各区块说明见 <code>docs/系统设置说明.md</code>。</p>
<div class="settings-grid-2col">
<div class="settings-grid-cell">
{% include 'display_prefs_panel.html' %}