Add OKX options review module with hedge plan entries.
Import closed OKX option history and closed hedge plans into one list for journaling, images, and stats without mixing contract reviews. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
dekun
@@ -9,6 +9,8 @@
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strategy: "/strategy",
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strategy_records: "/strategy/records",
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options: "/options",
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options_review: "/options/review",
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hedge_plan: "/hedge-plan",
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records: "/records",
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stats: "/stats",
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risk_policy: "/risk_policy",
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@@ -26,6 +26,8 @@
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records: "show_nav_records",
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stats: "show_nav_stats",
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options: "show_nav_options",
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"options-review": "show_nav_options_review",
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options_review: "show_nav_options_review",
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"hedge-plan": "show_nav_hedge_plan",
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hedge_plan: "show_nav_hedge_plan",
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risk_policy: "show_nav_risk_policy",
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@@ -50,6 +52,8 @@
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records: "show_nav_records",
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stats: "show_nav_stats",
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options: "show_nav_options",
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"options-review": "show_nav_options_review",
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options_review: "show_nav_options_review",
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"hedge-plan": "show_nav_hedge_plan",
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hedge_plan: "show_nav_hedge_plan",
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risk_policy: "show_nav_risk_policy",
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@@ -0,0 +1,509 @@
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/**
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* OKX 期权复盘(含对冲):列表 / 同步 / 统计 / 编辑上传.
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*/
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(function (global) {
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"use strict";
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var SLOT_TFS = ["chart", "entry", "exit", "other"];
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var SLOT_LABELS = { chart: "走势图", entry: "入场", exit: "离场", other: "其他" };
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var currentTradeId = null;
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var draftId = "";
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function $(id) {
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return document.getElementById(id);
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}
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function fmtPnl(v) {
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if (v == null || v === "") return "—";
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var n = Number(v);
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if (Number.isNaN(n)) return "—";
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var s = (n >= 0 ? "+" : "") + n.toFixed(2);
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return s;
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}
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function fmtHold(sec) {
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if (sec == null) return "—";
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var s = Math.max(0, Number(sec) || 0);
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if (s < 3600) return Math.round(s / 60) + "m";
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if (s < 86400) return (s / 3600).toFixed(1) + "h";
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return (s / 86400).toFixed(1) + "d";
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}
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function qs() {
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var p = new URLSearchParams();
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var source = ($("or-filter-source") || {}).value || "";
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var uly = ($("or-filter-uly") || {}).value || "";
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var opt = ($("or-filter-opt") || {}).value || "";
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var reviewed = ($("or-filter-reviewed") || {}).value || "";
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var strategy = (($("or-filter-strategy") || {}).value || "").trim();
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var from = ($("or-filter-from") || {}).value || "";
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var to = ($("or-filter-to") || {}).value || "";
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if (source) p.set("source_type", source);
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if (uly) p.set("underlying", uly);
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if (opt) p.set("opt_type", opt);
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if (reviewed) p.set("reviewed", reviewed);
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if (strategy) p.set("strategy_tag", strategy);
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if (from) p.set("closed_from", from.replace("T", " ") + ":00");
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if (to) p.set("closed_to", to.replace("T", " ") + ":00");
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if (($("or-include-hedge-legs") || {}).checked) p.set("include_hedge_legs", "1");
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return p.toString();
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}
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function newDraftId() {
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if (global.crypto && typeof global.crypto.randomUUID === "function") {
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return global.crypto.randomUUID().replace(/-/g, "");
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}
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var s = "";
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for (var i = 0; i < 32; i++) s += Math.floor(Math.random() * 16).toString(16);
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return s;
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}
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function setSyncStatus(text) {
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var el = $("or-sync-status");
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if (el) el.textContent = text || "";
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}
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function syncNow() {
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setSyncStatus("同步中…");
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fetch("/api/options/review/sync", { method: "POST", credentials: "same-origin" })
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.then(function (r) {
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return r.json();
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})
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.then(function (data) {
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var parts = [];
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if (data.options) {
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parts.push(
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data.options.ok
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? "期权 +" + (data.options.inserted || 0) + "/更" + (data.options.updated || 0)
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: "期权:" + (data.options.msg || "失败")
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);
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}
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if (data.hedge) {
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parts.push(
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data.hedge.ok
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? "对冲 +" + (data.hedge.inserted || 0) + "/更" + (data.hedge.updated || 0)
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: "对冲失败"
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);
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}
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setSyncStatus(parts.join(" · ") || "完成");
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reloadAll();
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})
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.catch(function () {
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setSyncStatus("同步失败");
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});
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}
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function reloadAll() {
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loadTrades();
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loadStats();
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}
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function loadTrades() {
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var tbody = $("or-trades-tbody");
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if (!tbody) return;
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tbody.innerHTML = '<tr><td colspan="8" class="muted">加载中…</td></tr>';
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fetch("/api/options/review/trades?" + qs(), { credentials: "same-origin" })
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.then(function (r) {
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return r.json();
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})
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.then(function (data) {
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if (!data.ok) {
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tbody.innerHTML = '<tr><td colspan="8" class="muted">加载失败</td></tr>';
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return;
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}
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var rows = data.trades || [];
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if (!rows.length) {
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tbody.innerHTML = '<tr><td colspan="8" class="muted">暂无记录,请先同步</td></tr>';
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return;
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}
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tbody.innerHTML = rows
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.map(function (t) {
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var title =
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t.source_type === "option_spot"
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? t.inst_id || "—"
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: (t.underlying || "") +
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(t.direction ? " " + t.direction : "") +
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(t.plan_close_reason ? " · " + t.plan_close_reason : "");
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var pnlClass =
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Number(t.realized_pnl_total) > 0
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? "color:#3dd68c"
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: Number(t.realized_pnl_total) < 0
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? "color:#f07178"
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: "";
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return (
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"<tr data-id=\"" +
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t.id +
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"\">" +
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"<td><span class=\"or-badge\">" +
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(t.source_label || t.source_type) +
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"</span></td>" +
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"<td>" +
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title +
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"</td>" +
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"<td style=\"" +
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pnlClass +
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"\">" +
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fmtPnl(t.realized_pnl_total) +
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"</td>" +
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"<td class=\"muted\" style=\"font-size:12px\">" +
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(t.opened_at || "—") +
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"<br>" +
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(t.closed_at || "—") +
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"</td>" +
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"<td>" +
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fmtHold(t.hold_seconds) +
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"</td>" +
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"<td>" +
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(t.strategy_tag || "—") +
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"</td>" +
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"<td>" +
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(t.reviewed ? "已复盘" : "待复盘") +
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"</td>" +
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"<td><button type=\"button\" class=\"btn-secondary or-edit-btn\" data-id=\"" +
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t.id +
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"\">复盘</button></td>" +
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"</tr>"
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);
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})
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.join("");
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tbody.querySelectorAll(".or-edit-btn").forEach(function (btn) {
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btn.addEventListener("click", function () {
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openEdit(Number(btn.getAttribute("data-id")));
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});
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});
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})
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.catch(function () {
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tbody.innerHTML = '<tr><td colspan="8" class="muted">加载失败</td></tr>';
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});
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}
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function renderGroup(title, items) {
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if (!items || !items.length) {
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return (
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'<div class="or-stat-card"><div class="muted">' +
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title +
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'</div><div class="muted">无数据</div></div>'
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);
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}
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var lines = items
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.slice(0, 8)
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.map(function (g) {
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return (
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"<div style=\"display:flex;justify-content:space-between;gap:8px;font-size:13px\">" +
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"<span>" +
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g.key +
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" · " +
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g.count +
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"笔</span>" +
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"<span>" +
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fmtPnl(g.pnl_sum) +
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" / 胜" +
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(g.win_rate || 0) +
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"%</span>" +
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"</div>"
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);
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})
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.join("");
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return '<div class="or-stat-card"><div style="font-weight:600;margin-bottom:6px">' + title + "</div>" + lines + "</div>";
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}
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function loadStats() {
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var kpi = $("or-kpi");
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var groups = $("or-stats-groups");
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if (!kpi || !groups) return;
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fetch("/api/options/review/stats?" + qs(), { credentials: "same-origin" })
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.then(function (r) {
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return r.json();
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})
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.then(function (data) {
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if (!data.ok) return;
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var k = data.kpi || {};
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kpi.innerHTML = [
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["笔数", k.total],
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["已复盘率", (k.review_rate || 0) + "%"],
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["胜率", (k.win_rate || 0) + "%"],
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["累计盈亏", fmtPnl(k.pnl_sum)],
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["平均盈亏", fmtPnl(k.avg_pnl)],
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["平均持有", fmtHold(k.avg_hold_sec)],
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]
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.map(function (pair) {
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return (
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'<div><div class="muted" style="font-size:12px">' +
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pair[0] +
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'</div><div style="font-weight:600">' +
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pair[1] +
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"</div></div>"
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);
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})
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.join("");
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groups.innerHTML = [
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renderGroup("按类型", data.by_source_type),
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renderGroup("按标的", data.by_underlying),
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renderGroup("按策略", data.by_strategy),
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renderGroup("对冲结束原因", data.by_close_reason),
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renderGroup("持有周期", data.by_hold_bucket),
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renderGroup("Call/Put", data.by_opt_type),
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].join("");
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})
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.catch(function () {});
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}
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function uploadSlot(input, file) {
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if (!draftId || !file) return;
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var status = input.parentElement && input.parentElement.querySelector(".or-upload-status");
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var hidden = input.parentElement && input.parentElement.querySelector(".or-upload-hidden");
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if (status) status.textContent = "上传中…";
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var fd = new FormData();
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fd.append("draft_id", draftId);
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fd.append("tf", input.getAttribute("data-tf") || "");
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fd.append("file", file);
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fetch("/api/options/review/upload_slot", { method: "POST", body: fd, credentials: "same-origin" })
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.then(function (r) {
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return r.json();
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})
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.then(function (data) {
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if (!data.ok) throw new Error(data.error || "fail");
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if (hidden) hidden.value = data.file;
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if (status) status.textContent = "已上传";
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input.value = "";
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})
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.catch(function () {
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if (hidden) hidden.value = "";
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if (status) status.textContent = "失败";
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});
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}
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function openEdit(tradeId) {
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currentTradeId = tradeId;
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draftId = newDraftId();
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var modal = $("or-edit-modal");
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var body = $("or-edit-body");
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var title = $("or-edit-title");
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if (!modal || !body) return;
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body.innerHTML = '<div class="muted">加载中…</div>';
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modal.style.display = "flex";
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fetch("/api/options/review/trades/" + tradeId, { credentials: "same-origin" })
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.then(function (r) {
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return r.json();
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})
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.then(function (data) {
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if (!data.ok || !data.trade) {
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body.innerHTML = '<div class="muted">加载失败</div>';
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return;
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}
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var t = data.trade;
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var e = t.entry || {};
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if (title) title.textContent = (t.source_label || "") + " · 复盘 #" + t.id;
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var legsHtml = "";
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if (t.legs && t.legs.length) {
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legsHtml =
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'<table class="options-strike-table" style="margin:8px 0"><thead><tr><th>腿</th><th>合约</th><th>盈亏</th><th>原因</th></tr></thead><tbody>' +
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t.legs
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.map(function (leg) {
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return (
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"<tr><td>" +
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(leg.leg_role || "") +
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"</td><td>" +
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(leg.inst_id || leg.symbol || "") +
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"</td><td>" +
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fmtPnl(leg.realized_pnl) +
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"</td><td>" +
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(leg.close_reason || "") +
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"</td></tr>"
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);
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})
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.join("") +
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"</tbody></table>";
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}
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var slots = SLOT_TFS.map(function (tf) {
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return (
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'<div class="or-upload-row" style="margin:6px 0">' +
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"<label>" +
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(SLOT_LABELS[tf] || tf) +
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' <input type="file" accept="image/*" class="or-upload-input" data-tf="' +
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tf +
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'">' +
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"</label>" +
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'<input type="hidden" class="or-upload-hidden" data-tf="' +
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tf +
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'">' +
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' <span class="or-upload-status muted"></span></div>'
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);
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}).join("");
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body.innerHTML =
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'<div class="muted" style="font-size:13px;margin-bottom:8px">' +
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(t.inst_id || t.underlying || "") +
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" · 盈亏 " +
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fmtPnl(t.realized_pnl_total) +
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(t.is_hedge
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? " (永续 " +
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fmtPnl(t.realized_pnl_perp) +
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" / 期权 " +
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fmtPnl(t.realized_pnl_options) +
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")"
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: "") +
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"<br>开 " +
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(t.opened_at || "—") +
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" → 平 " +
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(t.closed_at || "—") +
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"</div>" +
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legsHtml +
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'<div class="form-grid" style="display:grid;grid-template-columns:1fr 1fr;gap:8px">' +
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'<input id="or-f-strategy" placeholder="策略标签" value="' +
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esc(e.strategy_tag) +
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'">' +
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'<input id="or-f-direction" placeholder="方向判断" value="' +
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esc(e.direction_view) +
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'">' +
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'<input id="or-f-exit" placeholder="离场原因" value="' +
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esc(e.exit_reason) +
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'">' +
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'<select id="or-f-followed"><option value="">是否按计划</option>' +
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opt("是", e.followed_plan) +
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opt("否", e.followed_plan) +
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opt("部分", e.followed_plan) +
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"</select>" +
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'<input id="or-f-result" placeholder="结果标签" value="' +
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esc(e.result_tag) +
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'">' +
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'<input id="or-f-mistakes" placeholder="错误标签(逗号分隔)" value="' +
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esc(e.mistake_tags) +
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'">' +
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"</div>" +
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'<textarea id="or-f-entry" rows="2" placeholder="入场逻辑" style="width:100%;margin-top:8px">' +
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esc(e.entry_logic) +
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"</textarea>" +
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'<textarea id="or-f-note" rows="3" placeholder="复盘备注" style="width:100%;margin-top:8px">' +
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esc(e.note) +
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"</textarea>" +
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'<div style="margin-top:10px"><strong>截图</strong>' +
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slots +
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"</div>" +
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'<div class="form-row" style="margin-top:12px;gap:8px">' +
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'<button type="button" class="btn" id="or-save-btn">保存复盘</button>' +
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'<button type="button" class="btn-secondary" id="or-del-btn">删除复盘</button>' +
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"</div>";
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body.querySelectorAll(".or-upload-input").forEach(function (input) {
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input.addEventListener("change", function () {
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var file = input.files && input.files[0];
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if (file) uploadSlot(input, file);
|
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});
|
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});
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// 回填已有图片文件名到 hidden(仅展示状态)
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(e.images || []).forEach(function (img) {
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var hidden = body.querySelector('.or-upload-hidden[data-tf="' + img.tf + '"]');
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var status = hidden && hidden.parentElement.querySelector(".or-upload-status");
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if (hidden && img.file) {
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hidden.value = img.file;
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if (status) status.textContent = "已有 " + img.file;
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||||
}
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});
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$("or-save-btn").addEventListener("click", saveEntry);
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$("or-del-btn").addEventListener("click", deleteEntry);
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});
|
||||
}
|
||||
|
||||
function esc(s) {
|
||||
return String(s == null ? "" : s)
|
||||
.replace(/&/g, "&")
|
||||
.replace(/</g, "<")
|
||||
.replace(/"/g, """);
|
||||
}
|
||||
|
||||
function opt(v, cur) {
|
||||
return '<option value="' + v + '"' + (cur === v ? " selected" : "") + ">" + v + "</option>";
|
||||
}
|
||||
|
||||
function collectImages() {
|
||||
var body = $("or-edit-body");
|
||||
if (!body) return [];
|
||||
var out = [];
|
||||
body.querySelectorAll(".or-upload-hidden").forEach(function (el) {
|
||||
var file = (el.value || "").trim();
|
||||
if (file) out.push({ tf: el.getAttribute("data-tf") || "", file: file });
|
||||
});
|
||||
return out;
|
||||
}
|
||||
|
||||
function saveEntry() {
|
||||
if (!currentTradeId) return;
|
||||
var payload = {
|
||||
trade_id: currentTradeId,
|
||||
strategy_tag: ($("or-f-strategy") || {}).value || "",
|
||||
direction_view: ($("or-f-direction") || {}).value || "",
|
||||
exit_reason: ($("or-f-exit") || {}).value || "",
|
||||
followed_plan: ($("or-f-followed") || {}).value || "",
|
||||
result_tag: ($("or-f-result") || {}).value || "",
|
||||
mistake_tags: ($("or-f-mistakes") || {}).value || "",
|
||||
entry_logic: ($("or-f-entry") || {}).value || "",
|
||||
note: ($("or-f-note") || {}).value || "",
|
||||
images: collectImages(),
|
||||
};
|
||||
fetch("/api/options/review/entry", {
|
||||
method: "POST",
|
||||
credentials: "same-origin",
|
||||
headers: { "Content-Type": "application/json" },
|
||||
body: JSON.stringify(payload),
|
||||
})
|
||||
.then(function (r) {
|
||||
return r.json();
|
||||
})
|
||||
.then(function (data) {
|
||||
if (!data.ok) {
|
||||
alert(data.msg || "保存失败");
|
||||
return;
|
||||
}
|
||||
closeModal();
|
||||
reloadAll();
|
||||
})
|
||||
.catch(function () {
|
||||
alert("保存失败");
|
||||
});
|
||||
}
|
||||
|
||||
function deleteEntry() {
|
||||
if (!currentTradeId) return;
|
||||
if (!confirm("删除该条复盘内容与图片?")) return;
|
||||
fetch("/api/options/review/entry/" + currentTradeId, {
|
||||
method: "DELETE",
|
||||
credentials: "same-origin",
|
||||
})
|
||||
.then(function (r) {
|
||||
return r.json();
|
||||
})
|
||||
.then(function () {
|
||||
closeModal();
|
||||
reloadAll();
|
||||
});
|
||||
}
|
||||
|
||||
function closeModal(ev) {
|
||||
if (ev && ev.target && ev.target.id !== "or-edit-modal") return;
|
||||
var modal = $("or-edit-modal");
|
||||
if (modal) modal.style.display = "none";
|
||||
currentTradeId = null;
|
||||
}
|
||||
|
||||
function init() {
|
||||
if (!$("options-review-root")) return;
|
||||
var syncBtn = $("or-sync-btn");
|
||||
var reloadBtn = $("or-reload-btn");
|
||||
if (syncBtn) syncBtn.addEventListener("click", syncNow);
|
||||
if (reloadBtn) reloadBtn.addEventListener("click", reloadAll);
|
||||
["or-filter-source", "or-filter-uly", "or-filter-opt", "or-filter-reviewed", "or-include-hedge-legs"].forEach(
|
||||
function (id) {
|
||||
var el = $(id);
|
||||
if (el) el.addEventListener("change", reloadAll);
|
||||
}
|
||||
);
|
||||
reloadAll();
|
||||
}
|
||||
|
||||
global.OptionsReview = { init: init, closeModal: closeModal, openEdit: openEdit };
|
||||
|
||||
if (document.readyState === "loading") {
|
||||
document.addEventListener("DOMContentLoaded", init);
|
||||
} else {
|
||||
init();
|
||||
}
|
||||
})(typeof window !== "undefined" ? window : globalThis);
|
||||
Reference in New Issue
Block a user