feat: add per-account daily open hard limit across all exchanges

Enforce optional DAILY_OPEN_HARD_LIMIT in precheck_risk and can_trade, keep AI alerts at DAILY_OPEN_ALERT_THRESHOLD, and document env setup for all four instances.

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

crypto_monitor_gate_bot/app.py

@@ -252,7 +252,18 @@ ORDER_CHART_ENABLED = os.getenv("ORDER_CHART_ENABLED", "true").lower() == "true"
 ORDER_CHART_TFS = [x.strip() for x in (os.getenv("ORDER_CHART_TFS", "4h,1h,15m,5m") or "").split(",") if x.strip()]
 ORDER_CHART_LIMIT = int(os.getenv("ORDER_CHART_LIMIT", "100"))
 ORDER_CHART_DIR = resolve_path(os.getenv("ORDER_CHART_DIR", "static/images/order_charts"))
-DAILY_OPEN_ALERT_THRESHOLD = int(os.getenv("DAILY_OPEN_ALERT_THRESHOLD", "5"))
+from daily_open_limit_lib import (
+    build_daily_open_alert_prompt,
+    can_trade_new_open,
+    check_daily_open_hard_limit,
+    count_opens_for_trading_day,
+    format_daily_open_counter_line,
+    format_daily_open_summary_short,
+    load_daily_open_limits_from_env,
+    should_send_daily_open_alert,
+)
+
+DAILY_OPEN_ALERT_THRESHOLD, DAILY_OPEN_HARD_LIMIT = load_daily_open_limits_from_env()
 RISK_PERCENT = float(os.getenv("RISK_PERCENT", "2"))
 MANUAL_MIN_PLANNED_RR = float(os.getenv("MANUAL_MIN_PLANNED_RR", "1.4"))
 BREAKEVEN_RR_TRIGGER = float(os.getenv("BREAKEVEN_RR_TRIGGER", "1.0"))
@@ -2696,6 +2707,11 @@ def precheck_risk(conn, symbol, direction):
     active_count = get_active_position_count(conn)
     if active_count >= MAX_ACTIVE_POSITIONS:
         return False, f"已达最大持仓数（{active_count}/{MAX_ACTIVE_POSITIONS}）"
+    ok_daily, daily_reason, _opens = check_daily_open_hard_limit(
+        conn, get_trading_day(now), DAILY_OPEN_HARD_LIMIT, TRADING_DAY_RESET_HOUR
+    )
+    if not ok_daily:
+        return False, daily_reason
     trend_n = conn.execute(
         "SELECT COUNT(*) FROM trend_pullback_plans WHERE status='active'"
     ).fetchone()[0]
@@ -2717,6 +2733,11 @@ def precheck_trend_pullback_start(conn):
     now = app_now()
     if not trading_day_reset_allows_new_open(now):
         return False, f"北京时间 {TRADING_DAY_RESET_HOUR}:00 前不允许持仓"
+    ok_daily, daily_reason, _opens = check_daily_open_hard_limit(
+        conn, get_trading_day(now), DAILY_OPEN_HARD_LIMIT, TRADING_DAY_RESET_HOUR
+    )
+    if not ok_daily:
+        return False, daily_reason
     active_count = get_active_position_count(conn)
     if active_count >= MAX_ACTIVE_POSITIONS:
         return False, (
@@ -5383,10 +5404,14 @@ def render_main_page(page="trade"):
                 preview_snapshots.append(sd)
         except Exception as e:
             print(f"[records] trend_pullback_preview_snapshots: {e}")
-    can_trade = (
-        trading_day_reset_allows_new_open(now)
-        and active_count < MAX_ACTIVE_POSITIONS
-        and int(trend_active or 0) == 0
+    opens_today = count_opens_for_trading_day(conn, trading_day)
+    can_trade = can_trade_new_open(
+        time_allows=trading_day_reset_allows_new_open(now),
+        active_count=active_count,
+        max_active_positions=MAX_ACTIVE_POSITIONS,
+        opens_today=opens_today,
+        hard_limit=DAILY_OPEN_HARD_LIMIT,
+        extra_blocks=int(trend_active or 0) != 0,
     )
     strategy_extra = {}
     if page in ("strategy", "strategy_trend", "strategy_roll", "strategy_records"):
@@ -5440,6 +5465,9 @@ def render_main_page(page="trade"):
         max_active_positions=MAX_ACTIVE_POSITIONS,
         manual_min_planned_rr=MANUAL_MIN_PLANNED_RR,
         can_trade=can_trade,
+        opens_today=opens_today,
+        daily_open_hard_limit=DAILY_OPEN_HARD_LIMIT,
+        daily_open_alert_threshold=DAILY_OPEN_ALERT_THRESHOLD,
         live_trading_enabled=LIVE_TRADING_ENABLED,
         preview_snapshots=preview_snapshots,
         exchange_sync_from_label=(EXCHANGE_POSITION_SYNC_FROM_BJ or "最近90天"),
@@ -5538,11 +5566,15 @@ def api_account_snapshot():
     trend_active = conn.execute(
         "SELECT COUNT(*) FROM trend_pullback_plans WHERE status='active'"
     ).fetchone()[0]
+    opens_today = count_opens_for_trading_day(conn, trading_day)
     conn.close()
-    can_trade = (
-        trading_day_reset_allows_new_open(now)
-        and active_count < MAX_ACTIVE_POSITIONS
-        and int(trend_active or 0) == 0
+    can_trade = can_trade_new_open(
+        time_allows=trading_day_reset_allows_new_open(now),
+        active_count=active_count,
+        max_active_positions=MAX_ACTIVE_POSITIONS,
+        opens_today=opens_today,
+        hard_limit=DAILY_OPEN_HARD_LIMIT,
+        extra_blocks=int(trend_active or 0) != 0,
     )
     available_trading_usdt = get_available_trading_usdt()
     return jsonify({
@@ -5553,6 +5585,9 @@ def api_account_snapshot():
         "active_count": active_count,
         "max_active_positions": MAX_ACTIVE_POSITIONS,
         "can_trade": can_trade,
+        "opens_today": opens_today,
+        "daily_open_hard_limit": DAILY_OPEN_HARD_LIMIT,
+        "daily_open_alert_threshold": DAILY_OPEN_ALERT_THRESHOLD,
         "manual_min_planned_rr": MANUAL_MIN_PLANNED_RR,
         "trading_day": trading_day
     })
@@ -6557,7 +6592,9 @@ def add_order():
         f"移动保本位：{breakeven_rr_trigger}R → {be_wx}",
         "📌 状态统计",
         f"✅ 条件委托：{order_state_text}",
-        f"📅 当日开仓次数：{opens_today_after} / {DAILY_OPEN_ALERT_THRESHOLD} 次（风控阈值提醒）",
+        format_daily_open_counter_line(
+            opens_today_after, DAILY_OPEN_ALERT_THRESHOLD, DAILY_OPEN_HARD_LIMIT
+        ),
     ]
     if chart_url:
         wx_lines.append(f"多周期K线图：{chart_url}")
@@ -6566,17 +6603,25 @@ def add_order():
     flash_lines = [
         f"机器人开单成功：风格 {trade_style}；风险 {risk_display}；基数 {margin_capital}U，杠杆 {leverage}x，名义仓位 {notional_value}U，仓位占比 {position_ratio}%，合约张数 {amount}（折算标的 {base_amount}），"
         f"计划RR {planned_rr if planned_rr is not None else '-'}；已在交易所挂条件止盈/止损委托（非仓位绑定型）",
-        f"本交易日累计开仓：{opens_today_after}",
+        format_daily_open_summary_short(
+            opens_today_after, DAILY_OPEN_ALERT_THRESHOLD, DAILY_OPEN_HARD_LIMIT
+        ),
     ]
     if chart_url:
         flash_lines.append(f"已生成多周期K线图：{chart_url}")
     flash(" ".join(flash_lines))
 
-    if opens_today_before < DAILY_OPEN_ALERT_THRESHOLD <= opens_today_after:
+    if should_send_daily_open_alert(
+        opens_today_before, opens_today_after, DAILY_OPEN_ALERT_THRESHOLD
+    ):
         advice = ai_short_advice(
-            f"用户在北京时间交易日 {trading_day} 已累计开仓 {opens_today_after} 次（阈值 {DAILY_OPEN_ALERT_THRESHOLD}）。"
-            f"最新一笔：{symbol} {direction}，杠杆{leverage}x，基数{margin_capital}U。"
-            f"用户自述“上头了”。请给克制提醒。"
+            build_daily_open_alert_prompt(
+                trading_day,
+                opens_today_after,
+                DAILY_OPEN_ALERT_THRESHOLD,
+                hard_limit=DAILY_OPEN_HARD_LIMIT,
+                detail_line=f"最新一笔：{symbol} {direction}，杠杆{leverage}x，基数{margin_capital}U。",
+            )
         )
         if advice:
             send_wechat_msg(f"【AI提醒】今日开仓次数已达 {opens_today_after}\n{advice[:800]}")