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_binance/.env.example

@@ -122,6 +122,10 @@ MAX_ACTIVE_POSITIONS=1
 MANUAL_MIN_PLANNED_RR=1.4
 # 【关键位连开计仓】true=已有持仓时关键位自动单仍按「无仓时」资金快照算保证金基数
 KEY_SIZING_USE_ZERO_POSITION_SNAPSHOT=true
+# 【单日开仓 AI 提醒】本交易日开仓达到该次数时推送企业微信 AI 克制提醒（不拦单）
+DAILY_OPEN_ALERT_THRESHOLD=5
+# 【单日开仓硬上限】本交易日开仓次数>=该值后禁止一切新开仓直至下一交易日（北京时间 TRADING_DAY_RESET_HOUR 切日）；0=不启用
+DAILY_OPEN_HARD_LIMIT=0
 
 # 资金与仓位刷新周期（秒）
 BALANCE_REFRESH_SECONDS=60
@@ -177,7 +181,7 @@ AI_MODEL=huihui_ai/deepseek-r1-abliterated:latest
 # ORDER_CHART_TFS=4h,1h,15m,5m
 # ORDER_CHART_LIMIT=100
 # ORDER_CHART_DIR=static/images/order_charts
-# DAILY_OPEN_ALERT_THRESHOLD=5
+# 详见上文 DAILY_OPEN_ALERT_THRESHOLD / DAILY_OPEN_HARD_LIMIT；说明文档 docs/daily-open-limit.md
 # 以损定仓（按交易账户资金的百分比）
 # RISK_PERCENT=2
 # 移动保本触发（达到多少R触发）与偏移（百分比）

crypto_monitor_binance/app.py

@@ -299,7 +299,18 @@ 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"))
 BREAKEVEN_RR_TRIGGER = float(os.getenv("BREAKEVEN_RR_TRIGGER", "1.0"))
 BREAKEVEN_OFFSET_PCT = float(os.getenv("BREAKEVEN_OFFSET_PCT", "0.02"))
@@ -3053,6 +3064,11 @@ 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
     if direction not in ("long", "short"):
         return False, "方向必须为 long 或 short"
     if symbol.upper().startswith("BTC") or symbol.upper().startswith("ETH"):
@@ -5374,7 +5390,7 @@ def check_key_monitors():
             f"- 名义 {format_wechat_scalar_2dp(det.get('notional_value'))}U｜张数 {format_wechat_scalar_2dp(det.get('amount'))}｜折算标的 {det.get('base_amount')}",
             f"- **{tpsl_txt}**",
             f"- 保本触发：{det.get('breakeven_rr_trigger')}R→{format_price_for_symbol(sym, det.get('breakeven_price'))}",
-            f"- 当日开仓次数：**{det.get('opens_today_after')}** / {DAILY_OPEN_ALERT_THRESHOLD}（提醒阈值）",
+            f"- {format_daily_open_summary_short(det.get('opens_today_after'), DAILY_OPEN_ALERT_THRESHOLD, DAILY_OPEN_HARD_LIMIT)}",
         ]
         succ_msg_lines.extend(["---", "### 硬条件"] + [f"- {x}" for x in hard_lines])
         if risk_tip:
@@ -5383,11 +5399,19 @@ def check_key_monitors():
         send_wechat_msg(succ_msg)
         _finalize_key_monitor_one_shot(conn, r, succ_msg, "auto_opened")
 
-        if det.get("opens_today_before", 0) < DAILY_OPEN_ALERT_THRESHOLD <= det.get("opens_today_after", 0):
+        if should_send_daily_open_alert(
+            det.get("opens_today_before", 0),
+            det.get("opens_today_after", 0),
+            DAILY_OPEN_ALERT_THRESHOLD,
+        ):
             advice = ai_short_advice(
-                f"用户在北京时间交易日 {det['trading_day']} 已累计开仓 {det['opens_today_after']} 次（阈值 {DAILY_OPEN_ALERT_THRESHOLD}）。"
-                f"最新一笔来源为关键位自动单：{sym} {direction}，杠杆{det['leverage']}x。"
-                f"用户自述“上头了”。请给克制提醒。"
+                build_daily_open_alert_prompt(
+                    det["trading_day"],
+                    det.get("opens_today_after", 0),
+                    DAILY_OPEN_ALERT_THRESHOLD,
+                    hard_limit=DAILY_OPEN_HARD_LIMIT,
+                    detail_line=f"最新一笔来源为关键位自动单：{sym} {direction}，杠杆{det['leverage']}x。",
+                )
             )
             if advice:
                 send_wechat_msg(f"【AI提醒】今日开仓次数已达 {det['opens_today_after']}\n{advice[:800]}")
@@ -6092,7 +6116,14 @@ def render_main_page(page="trade"):
     )
     rate = round(win/total*100,2) if total else 0
     active_count = len(order_list)
-    can_trade = trading_day_reset_allows_new_open(now) and active_count < MAX_ACTIVE_POSITIONS
+    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,
+    )
     key_gate_rule_text = (
         f"【箱体/收敛】{KLINE_TIMEFRAME} 两根闭合K｜突破越过关键位 > {KEY_BREAKOUT_AMP_MIN_PCT}%｜"
         f"确认K收于箱外｜量能>前{KEY_VOLUME_MA_BARS}均量×{KEY_VOLUME_RATIO_MIN}｜"
@@ -6141,6 +6172,9 @@ def render_main_page(page="trade"):
         price_refresh_seconds=PRICE_REFRESH_SECONDS,
         active_count=active_count,
         can_trade=can_trade,
+        opens_today=opens_today,
+        daily_open_hard_limit=DAILY_OPEN_HARD_LIMIT,
+        daily_open_alert_threshold=DAILY_OPEN_ALERT_THRESHOLD,
         focus_key_id=(key_list[0]["id"] if key_list else None),
         focus_order_id=(order_list[0]["id"] if order_list else None),
         data_export_version=3,
@@ -6223,8 +6257,15 @@ def api_account_snapshot():
     current_capital = round(trading_capital, FUNDS_DECIMALS) if trading_capital is not None else round(local_current_capital, FUNDS_DECIMALS)
     recommended_capital = get_recommended_capital(current_capital)
     active_count = get_active_position_count(conn)
+    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
+    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,
+    )
     available_trading_usdt = get_available_trading_usdt()
     return jsonify({
         "funding_usdt": funding_usdt,
@@ -6234,6 +6275,9 @@ 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
     })
@@ -7345,7 +7389,9 @@ 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}")
@@ -7354,17 +7400,25 @@ def add_order():
     flash_lines = [
         f"实盘开单成功：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}%，合约数量 {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]}")

crypto_monitor_binance/templates/index.html

@@ -442,7 +442,8 @@
             </div>
             <div class="rule-tip" id="order-rule-tip">
                 规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
-                {% if can_trade %}可开仓{% else %}不可开仓（持仓已满或未到北京时间 {{ reset_hour }}:00）{% endif %}；
+                本交易日开仓 {{ opens_today }}{% if daily_open_hard_limit > 0 %} / 硬上限 {{ daily_open_hard_limit }}{% endif %}（AI 提醒 {{ daily_open_alert_threshold }}）；
+                {% if can_trade %}可开仓{% else %}不可开仓（持仓已满、单日开仓达上限，或未到北京时间 {{ reset_hour }}:00）{% endif %}；
                 人工开仓盈亏比不得低于 {{ manual_min_planned_rr }}:1
             </div>
             <div class="rule-tip">
@@ -2058,11 +2059,29 @@ function refreshAccountSnapshot(){
         if (typeof data.available_trading_usdt !== "undefined" && data.available_trading_usdt !== null) {
             latestAvailableUsdt = Number(data.available_trading_usdt);
         }
-        const canTradeText = data.can_trade ? "可开仓" : `不可开仓（持仓 ${data.active_count||0}/${data.max_active_positions||{{ max_active_positions }}} 或未到北京时间 {{ reset_hour }}:00）`;
+        let canTradeText = "可开仓";
+        if (!data.can_trade) {
+            const parts = [];
+            const ac = Number(data.active_count || 0);
+            const max = Number(data.max_active_positions || {{ max_active_positions }});
+            if (ac >= max) parts.push(`持仓 ${ac}/${max}`);
+            const hard = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
+            const opens = Number(data.opens_today);
+            if (hard > 0 && !Number.isNaN(opens) && opens >= hard) parts.push(`本交易日开仓 ${opens}/${hard} 已达上限`);
+            if (!parts.length) parts.push(`未到北京时间 {{ reset_hour }}:00`);
+            else parts.push(`或未到北京时间 {{ reset_hour }}:00`);
+            canTradeText = `不可开仓（${parts.join("；")}）`;
+        }
+        const opensToday = Number(data.opens_today);
+        const hardLim = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
+        const alertLim = Number(data.daily_open_alert_threshold != null ? data.daily_open_alert_threshold : {{ daily_open_alert_threshold }});
+        const openCntTxt = !Number.isNaN(opensToday)
+            ? `本交易日开仓 ${opensToday}${hardLim > 0 ? ` / 硬上限 ${hardLim}` : ""}（AI 提醒 ${alertLim}）`
+            : "";
         const tip = document.getElementById("order-rule-tip");
         const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt.toFixed(2)}U` : "";
         if(tip){
-            tip.innerText = `规则：最多 ${data.max_active_positions || {{ max_active_positions }}} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${canTradeText}${avail}`;
+            tip.innerText = `规则：最多 ${data.max_active_positions || {{ max_active_positions }}} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${openCntTxt ? openCntTxt + "；" : ""}${canTradeText}${avail}；人工开仓盈亏比不得低于 {{ manual_min_planned_rr }}:1`;
         }
     }).catch(()=>{});
 }

crypto_monitor_gate/.env.example

@@ -124,6 +124,10 @@ MAX_ACTIVE_POSITIONS=1
 MANUAL_MIN_PLANNED_RR=1.4
 # 【关键位连开计仓】已有持仓时按无仓时资金快照算基数
 KEY_SIZING_USE_ZERO_POSITION_SNAPSHOT=true
+# 【单日开仓 AI 提醒】本交易日开仓达到该次数时推送企业微信 AI 克制提醒（不拦单）
+DAILY_OPEN_ALERT_THRESHOLD=5
+# 【单日开仓硬上限】本交易日开仓次数>=该值后禁止一切新开仓直至下一交易日（北京时间 TRADING_DAY_RESET_HOUR 切日）；0=不启用
+DAILY_OPEN_HARD_LIMIT=0
 
 # 资金与仓位刷新周期（秒）
 BALANCE_REFRESH_SECONDS=60
@@ -181,7 +185,7 @@ AI_MODEL=huihui_ai/deepseek-r1-abliterated:latest
 # ORDER_CHART_TFS=4h,1h,15m,5m
 # ORDER_CHART_LIMIT=100
 # ORDER_CHART_DIR=static/images/order_charts
-# DAILY_OPEN_ALERT_THRESHOLD=5
+# 详见 DAILY_OPEN_ALERT_THRESHOLD / DAILY_OPEN_HARD_LIMIT；说明文档 docs/daily-open-limit.md
 # 以损定仓（按交易账户资金的百分比）
 # RISK_PERCENT=2
 # 移动保本触发（达到多少R触发）与偏移（百分比）

crypto_monitor_gate/app.py

@@ -297,7 +297,18 @@ 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"))
 BREAKEVEN_RR_TRIGGER = float(os.getenv("BREAKEVEN_RR_TRIGGER", "1.0"))
 BREAKEVEN_OFFSET_PCT = float(os.getenv("BREAKEVEN_OFFSET_PCT", "0.02"))
@@ -2745,6 +2756,11 @@ 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
     if direction not in ("long", "short"):
         return False, "方向必须为 long 或 short"
     if symbol.upper().startswith("BTC") or symbol.upper().startswith("ETH"):
@@ -5210,7 +5226,7 @@ def check_key_monitors():
             f"- 名义 {format_wechat_scalar_2dp(det.get('notional_value'))}U｜张数 {format_wechat_scalar_2dp(det.get('amount'))}｜折算标的 {det.get('base_amount')}",
             f"- **{tpsl_txt}**",
             f"- 保本触发：{det.get('breakeven_rr_trigger')}R→{format_price_for_symbol(sym, det.get('breakeven_price'))}",
-            f"- 当日开仓次数：**{det.get('opens_today_after')}** / {DAILY_OPEN_ALERT_THRESHOLD}（提醒阈值）",
+            f"- {format_daily_open_summary_short(det.get('opens_today_after'), DAILY_OPEN_ALERT_THRESHOLD, DAILY_OPEN_HARD_LIMIT)}",
         ]
         succ_msg_lines.extend(["---", "### 硬条件"] + [f"- {x}" for x in hard_lines])
         if risk_tip:
@@ -5219,11 +5235,19 @@ def check_key_monitors():
         send_wechat_msg(succ_msg)
         _finalize_key_monitor_one_shot(conn, r, succ_msg, "auto_opened")
 
-        if det.get("opens_today_before", 0) < DAILY_OPEN_ALERT_THRESHOLD <= det.get("opens_today_after", 0):
+        if should_send_daily_open_alert(
+            det.get("opens_today_before", 0),
+            det.get("opens_today_after", 0),
+            DAILY_OPEN_ALERT_THRESHOLD,
+        ):
             advice = ai_short_advice(
-                f"用户在北京时间交易日 {det['trading_day']} 已累计开仓 {det['opens_today_after']} 次（阈值 {DAILY_OPEN_ALERT_THRESHOLD}）。"
-                f"最新一笔来源为关键位自动单：{sym} {direction}，杠杆{det['leverage']}x。"
-                f"用户自述“上头了”。请给克制提醒。"
+                build_daily_open_alert_prompt(
+                    det["trading_day"],
+                    det.get("opens_today_after", 0),
+                    DAILY_OPEN_ALERT_THRESHOLD,
+                    hard_limit=DAILY_OPEN_HARD_LIMIT,
+                    detail_line=f"最新一笔来源为关键位自动单：{sym} {direction}，杠杆{det['leverage']}x。",
+                )
             )
             if advice:
                 send_wechat_msg(f"【AI提醒】今日开仓次数已达 {det['opens_today_after']}\n{advice[:800]}")
@@ -6064,7 +6088,14 @@ def render_main_page(page="trade"):
     )
     rate = round(win/total*100,2) if total else 0
     active_count = len(order_list)
-    can_trade = trading_day_reset_allows_new_open(now) and active_count < MAX_ACTIVE_POSITIONS
+    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,
+    )
     key_gate_rule_text = (
         f"【箱体/收敛】{KLINE_TIMEFRAME} 两根闭合K｜突破越过关键位 > {KEY_BREAKOUT_AMP_MIN_PCT}%｜"
         f"确认K收于箱外｜量能>前{KEY_VOLUME_MA_BARS}均量×{KEY_VOLUME_RATIO_MIN}｜"
@@ -6114,6 +6145,9 @@ def render_main_page(page="trade"):
         price_refresh_seconds=PRICE_REFRESH_SECONDS,
         active_count=active_count,
         can_trade=can_trade,
+        opens_today=opens_today,
+        daily_open_hard_limit=DAILY_OPEN_HARD_LIMIT,
+        daily_open_alert_threshold=DAILY_OPEN_ALERT_THRESHOLD,
         focus_key_id=(key_list[0]["id"] if key_list else None),
         focus_order_id=(order_list[0]["id"] if order_list else None),
         data_export_version=3,
@@ -6212,8 +6246,15 @@ def api_account_snapshot():
     current_capital = round(trading_capital, 2) if trading_capital is not None else round(local_current_capital, 2)
     recommended_capital = round(float(get_recommended_capital(current_capital)), 2)
     active_count = get_active_position_count(conn)
+    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
+    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,
+    )
     available_trading_usdt = get_available_trading_usdt()
     return jsonify({
         "funding_usdt": funding_usdt,
@@ -6223,6 +6264,9 @@ 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
     })
@@ -7420,7 +7464,9 @@ 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}")
@@ -7429,17 +7475,25 @@ def add_order():
     flash_lines = [
         f"实盘开单成功：风格 {trade_style}；风险 {risk_display}；基数 {round(float(margin_capital), 2)}U，杠杆 {leverage}x，名义仓位 {format_wechat_scalar_2dp(notional_value)}U，仓位占比 {position_ratio}%，合约张数 {format_wechat_scalar_2dp(amount)}（折算标的 {base_amount}），"
         f"计划RR {format_wechat_scalar_2dp(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{round(float(margin_capital), 2)}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{round(float(margin_capital), 2)}U。",
+            )
         )
         if advice:
             send_wechat_msg(f"【AI提醒】今日开仓次数已达 {opens_today_after}\n{advice[:800]}")

crypto_monitor_gate/templates/index.html

@@ -443,7 +443,8 @@
             </div>
             <div class="rule-tip" id="order-rule-tip">
                 规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
-                {% if can_trade %}可开仓{% else %}不可开仓（持仓已满或未到北京时间 {{ reset_hour }}:00）{% endif %}；
+                本交易日开仓 {{ opens_today }}{% if daily_open_hard_limit > 0 %} / 硬上限 {{ daily_open_hard_limit }}{% endif %}（AI 提醒 {{ daily_open_alert_threshold }}）；
+                {% if can_trade %}可开仓{% else %}不可开仓（持仓已满、单日开仓达上限，或未到北京时间 {{ reset_hour }}:00）{% endif %}；
                 人工开仓盈亏比不得低于 {{ manual_min_planned_rr }}:1
             </div>
             <div class="rule-tip">
@@ -2042,11 +2043,29 @@ function refreshAccountSnapshot(){
         if (typeof data.available_trading_usdt !== "undefined" && data.available_trading_usdt !== null) {
             latestAvailableUsdt = Number(data.available_trading_usdt);
         }
-        const canTradeText = data.can_trade ? "可开仓" : `不可开仓（持仓 ${data.active_count||0}/${data.max_active_positions||{{ max_active_positions }}} 或未到北京时间 {{ reset_hour }}:00）`;
+        let canTradeText = "可开仓";
+        if (!data.can_trade) {
+            const parts = [];
+            const ac = Number(data.active_count || 0);
+            const max = Number(data.max_active_positions || {{ max_active_positions }});
+            if (ac >= max) parts.push(`持仓 ${ac}/${max}`);
+            const hard = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
+            const opens = Number(data.opens_today);
+            if (hard > 0 && !Number.isNaN(opens) && opens >= hard) parts.push(`本交易日开仓 ${opens}/${hard} 已达上限`);
+            if (!parts.length) parts.push(`未到北京时间 {{ reset_hour }}:00`);
+            else parts.push(`或未到北京时间 {{ reset_hour }}:00`);
+            canTradeText = `不可开仓（${parts.join("；")}）`;
+        }
+        const opensToday = Number(data.opens_today);
+        const hardLim = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
+        const alertLim = Number(data.daily_open_alert_threshold != null ? data.daily_open_alert_threshold : {{ daily_open_alert_threshold }});
+        const openCntTxt = !Number.isNaN(opensToday)
+            ? `本交易日开仓 ${opensToday}${hardLim > 0 ? ` / 硬上限 ${hardLim}` : ""}（AI 提醒 ${alertLim}）`
+            : "";
         const tip = document.getElementById("order-rule-tip");
         const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt.toFixed(2)}U` : "";
         if(tip){
-            tip.innerText = `规则：最多 ${data.max_active_positions || {{ max_active_positions }}} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${canTradeText}${avail}`;
+            tip.innerText = `规则：最多 ${data.max_active_positions || {{ max_active_positions }}} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${openCntTxt ? openCntTxt + "；" : ""}${canTradeText}${avail}；人工开仓盈亏比不得低于 {{ manual_min_planned_rr }}:1`;
         }
     }).catch(()=>{});
 }

crypto_monitor_gate_bot/.env.example

@@ -90,6 +90,10 @@ GATE_TPSL_PRICE_TYPE=0
 # =============================================================================
 # 【最大同时持仓】active 下单监控数达到该值后禁止再开仓（默认 1=单仓）
 MAX_ACTIVE_POSITIONS=1
+# 【单日开仓 AI 提醒】本交易日开仓达到该次数时推送企业微信 AI 克制提醒（不拦单）
+DAILY_OPEN_ALERT_THRESHOLD=5
+# 【单日开仓硬上限】本交易日开仓次数>=该值后禁止一切新开仓直至下一交易日（北京时间 TRADING_DAY_RESET_HOUR 切日）；0=不启用
+DAILY_OPEN_HARD_LIMIT=0
 # 整点前禁止新开仓：true=启用（默认），false=关闭（交易日划分仍用 TRADING_DAY_RESET_HOUR）
 # TRADING_DAY_RESET_OPEN_GUARD_ENABLED=true
 
@@ -150,7 +154,7 @@ AI_MODEL=huihui_ai/deepseek-r1-abliterated:latest
 # ORDER_CHART_TFS=4h,1h,15m,5m
 # ORDER_CHART_LIMIT=100
 # ORDER_CHART_DIR=static/images/order_charts
-# DAILY_OPEN_ALERT_THRESHOLD=5
+# 详见 DAILY_OPEN_ALERT_THRESHOLD / DAILY_OPEN_HARD_LIMIT；说明文档 docs/daily-open-limit.md
 # 以损定仓（按交易账户资金的百分比）
 # RISK_PERCENT=2
 # 移动保本触发（达到多少R触发）与偏移（百分比）

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]}")

crypto_monitor_gate_bot/templates/index.html

@@ -381,7 +381,8 @@
             </div>
             <div class="rule-tip" id="order-rule-tip">
                 规则：最大同时持仓 {{ max_active_positions }}（当前 active {{ active_count }}）；与「趋势回调」计划互斥；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
-                {% if can_trade %}可开仓{% else %}不可开仓（持仓达上限、有趋势回调计划，或未到北京时间 {{ reset_hour }}:00）{% endif %}；
+                本交易日开仓 {{ opens_today }}{% if daily_open_hard_limit > 0 %} / 硬上限 {{ daily_open_hard_limit }}{% endif %}（AI 提醒 {{ daily_open_alert_threshold }}）；
+                {% if can_trade %}可开仓{% else %}不可开仓（持仓达上限、单日开仓达上限、有趋势回调计划，或未到北京时间 {{ reset_hour }}:00）{% endif %}；
                 人工开仓盈亏比不得低于 {{ manual_min_planned_rr }}:1
             </div>
             <div class="rule-tip">
@@ -1974,12 +1975,30 @@ function refreshAccountSnapshot(){
         if (typeof data.available_trading_usdt !== "undefined" && data.available_trading_usdt !== null) {
             latestAvailableUsdt = Number(data.available_trading_usdt);
         }
-        const canTradeText = data.can_trade ? "可开仓" : `不可开仓（持仓 ${data.active_count||0}/${data.max_active_positions||{{ max_active_positions }}}、有趋势回调计划，或未到北京时间 {{ reset_hour }}:00）`;
+        let canTradeText = "可开仓";
+        if (!data.can_trade) {
+            const parts = [];
+            const ac = Number(data.active_count || 0);
+            const max = Number(data.max_active_positions || {{ max_active_positions }});
+            if (ac >= max) parts.push(`持仓 ${ac}/${max}`);
+            const hard = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
+            const opens = Number(data.opens_today);
+            if (hard > 0 && !Number.isNaN(opens) && opens >= hard) parts.push(`本交易日开仓 ${opens}/${hard} 已达上限`);
+            parts.push("有趋势回调计划");
+            parts.push(`或未到北京时间 {{ reset_hour }}:00`);
+            canTradeText = `不可开仓（${parts.join("；")}）`;
+        }
+        const opensToday = Number(data.opens_today);
+        const hardLim = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
+        const alertLim = Number(data.daily_open_alert_threshold != null ? data.daily_open_alert_threshold : {{ daily_open_alert_threshold }});
+        const openCntTxt = !Number.isNaN(opensToday)
+            ? `本交易日开仓 ${opensToday}${hardLim > 0 ? ` / 硬上限 ${hardLim}` : ""}（AI 提醒 ${alertLim}）`
+            : "";
         const tip = document.getElementById("order-rule-tip");
         const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt.toFixed(2)}U` : "";
         const minRr = data.manual_min_planned_rr != null ? data.manual_min_planned_rr : MANUAL_MIN_PLANNED_RR;
         if(tip){
-            tip.innerText = `规则：最大同时持仓 ${data.max_active_positions || {{ max_active_positions }}}（当前 active ${data.active_count||0}）；与「趋势回调」计划互斥；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${canTradeText}${avail}；人工开仓盈亏比不得低于 ${minRr}:1`;
+            tip.innerText = `规则：最大同时持仓 ${data.max_active_positions || {{ max_active_positions }}}（当前 active ${data.active_count||0}）；与「趋势回调」计划互斥；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${openCntTxt ? openCntTxt + "；" : ""}${canTradeText}${avail}；人工开仓盈亏比不得低于 ${minRr}:1`;
         }
     }).catch(()=>{});
 }

crypto_monitor_okx/.env.example

@@ -140,7 +140,7 @@ AI_MODEL=huihui_ai/deepseek-r1-abliterated:latest
 # ORDER_CHART_TFS=4h,1h,15m,5m
 # ORDER_CHART_LIMIT=100
 # ORDER_CHART_DIR=static/images/order_charts
-# DAILY_OPEN_ALERT_THRESHOLD=5
+# 详见 DAILY_OPEN_ALERT_THRESHOLD / DAILY_OPEN_HARD_LIMIT；说明文档 docs/daily-open-limit.md
 # 关键位：标准方案止损外侧%、趋势单方案止损外侧%（默认 0.5 / 1）
 # KEY_STOP_OUTSIDE_BREAKOUT_PCT=0.5
 # KEY_TREND_STOP_OUTSIDE_PCT=1
@@ -162,6 +162,10 @@ TRADING_DAY_RESET_OPEN_GUARD_ENABLED=true
 
 MAX_ACTIVE_POSITIONS=1
 MANUAL_MIN_PLANNED_RR=1.4
+# 【单日开仓 AI 提醒】本交易日开仓达到该次数时推送企业微信 AI 克制提醒（不拦单）
+DAILY_OPEN_ALERT_THRESHOLD=5
+# 【单日开仓硬上限】本交易日开仓次数>=该值后禁止一切新开仓直至下一交易日（北京时间 TRADING_DAY_RESET_HOUR 切日）；0=不启用
+DAILY_OPEN_HARD_LIMIT=0
 
 KEY_CONFIRM_BREAKOUT_BAR=-2
 KEY_CONFIRM_BAR=-1

crypto_monitor_okx/app.py

@@ -274,7 +274,18 @@ 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"))
 BREAKEVEN_RR_TRIGGER = float(os.getenv("BREAKEVEN_RR_TRIGGER", "1.0"))
 BREAKEVEN_OFFSET_PCT = float(os.getenv("BREAKEVEN_OFFSET_PCT", "0.02"))
@@ -2456,6 +2467,11 @@ 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
     if direction not in ("long", "short"):
         return False, "方向必须为 long 或 short"
     if symbol.upper().startswith("BTC") or symbol.upper().startswith("ETH"):
@@ -5130,7 +5146,7 @@ def check_key_monitors():
             f"- 名义 {format_wechat_scalar_2dp(det.get('notional_value'))}U｜张数 {format_wechat_scalar_2dp(det.get('amount'))}｜折算标的 {det.get('base_amount')}",
             f"- **{tpsl_txt}**",
             f"- 保本触发：{det.get('breakeven_rr_trigger')}R→{format_price_for_symbol(sym, det.get('breakeven_price'))}",
-            f"- 当日开仓次数：**{det.get('opens_today_after')}** / {DAILY_OPEN_ALERT_THRESHOLD}（提醒阈值）",
+            f"- {format_daily_open_summary_short(det.get('opens_today_after'), DAILY_OPEN_ALERT_THRESHOLD, DAILY_OPEN_HARD_LIMIT)}",
         ]
         succ_msg_lines.extend(["---", "### 硬条件"] + [f"- {x}" for x in hard_lines])
         if risk_tip:
@@ -5139,11 +5155,19 @@ def check_key_monitors():
         send_wechat_msg(succ_msg)
         _finalize_key_monitor_one_shot(conn, r, succ_msg, "auto_opened")
 
-        if det.get("opens_today_before", 0) < DAILY_OPEN_ALERT_THRESHOLD <= det.get("opens_today_after", 0):
+        if should_send_daily_open_alert(
+            det.get("opens_today_before", 0),
+            det.get("opens_today_after", 0),
+            DAILY_OPEN_ALERT_THRESHOLD,
+        ):
             advice = ai_short_advice(
-                f"用户在北京时间交易日 {det['trading_day']} 已累计开仓 {det['opens_today_after']} 次（阈值 {DAILY_OPEN_ALERT_THRESHOLD}）。"
-                f"最新一笔来源为关键位自动单：{sym} {direction}，杠杆{det['leverage']}x。"
-                f"用户自述“上头了”。请给克制提醒。"
+                build_daily_open_alert_prompt(
+                    det["trading_day"],
+                    det.get("opens_today_after", 0),
+                    DAILY_OPEN_ALERT_THRESHOLD,
+                    hard_limit=DAILY_OPEN_HARD_LIMIT,
+                    detail_line=f"最新一笔来源为关键位自动单：{sym} {direction}，杠杆{det['leverage']}x。",
+                )
             )
             if advice:
                 send_wechat_msg(f"【AI提醒】今日开仓次数已达 {det['opens_today_after']}\n{advice[:800]}")
@@ -5731,7 +5755,14 @@ def render_main_page(page="trade"):
     active_count = len(order_list)
     open_guard_enabled = get_trading_day_reset_open_guard_enabled(conn)
     open_guard_blocks_now = open_guard_enabled and now.hour < TRADING_DAY_RESET_HOUR
-    can_trade = trading_day_reset_allows_new_open(now, conn) and active_count < MAX_ACTIVE_POSITIONS
+    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, conn),
+        active_count=active_count,
+        max_active_positions=MAX_ACTIVE_POSITIONS,
+        opens_today=opens_today,
+        hard_limit=DAILY_OPEN_HARD_LIMIT,
+    )
     key_gate_rule_text = (
         f"【箱体/收敛】{KLINE_TIMEFRAME} 两根闭合K｜突破越过关键位 > {KEY_BREAKOUT_AMP_MIN_PCT}%｜"
         f"确认K收于箱外｜量能>前{KEY_VOLUME_MA_BARS}均量×{KEY_VOLUME_RATIO_MIN}｜"
@@ -5781,6 +5812,9 @@ def render_main_page(page="trade"):
         price_refresh_seconds=PRICE_REFRESH_SECONDS,
         active_count=active_count,
         can_trade=can_trade,
+        opens_today=opens_today,
+        daily_open_hard_limit=DAILY_OPEN_HARD_LIMIT,
+        daily_open_alert_threshold=DAILY_OPEN_ALERT_THRESHOLD,
         focus_key_id=(key_list[0]["id"] if key_list else None),
         focus_order_id=(order_list[0]["id"] if order_list else None),
         data_export_version=3,
@@ -5879,9 +5913,16 @@ def api_account_snapshot():
     recommended_capital = get_recommended_capital(current_capital)
     active_count = get_active_position_count(conn)
     open_guard_enabled = get_trading_day_reset_open_guard_enabled(conn)
+    opens_today = count_opens_for_trading_day(conn, trading_day)
     conn.close()
     open_guard_blocks_now = open_guard_enabled and now.hour < TRADING_DAY_RESET_HOUR
-    can_trade = trading_day_reset_allows_new_open(now) and active_count < MAX_ACTIVE_POSITIONS
+    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,
+    )
     available_trading_usdt = get_available_trading_usdt()
     return jsonify({
         "funding_usdt": funding_usdt,
@@ -5891,6 +5932,9 @@ 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,
         "open_guard_enabled": open_guard_enabled,
         "open_guard_blocks_now": open_guard_blocks_now,
         "reset_hour": TRADING_DAY_RESET_HOUR,
@@ -5912,15 +5956,25 @@ def api_settings_open_guard():
     set_trading_day_reset_open_guard_enabled(enabled)
     now = app_now()
     conn = get_db()
+    trading_day = get_trading_day(now)
     active_count = get_active_position_count(conn)
     guard_on = get_trading_day_reset_open_guard_enabled(conn)
+    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
+    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,
+    )
     return jsonify(
         {
             "ok": True,
             "open_guard_enabled": guard_on,
             "can_trade": can_trade,
+            "opens_today": opens_today,
+            "daily_open_hard_limit": DAILY_OPEN_HARD_LIMIT,
             "reset_hour": TRADING_DAY_RESET_HOUR,
         }
     )
@@ -7068,7 +7122,9 @@ 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}")
@@ -7077,17 +7133,25 @@ def add_order():
     flash_lines = [
         f"实盘开单成功：风格 {trade_style}；风险 {risk_display}；基数 {round(float(margin_capital), 2)}U，杠杆 {leverage}x，名义仓位 {format_wechat_scalar_2dp(notional_value)}U，仓位占比 {position_ratio}%，合约张数 {format_wechat_scalar_2dp(amount)}（折算标的 {base_amount}），"
         f"计划RR {format_wechat_scalar_2dp(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]}")

crypto_monitor_okx/templates/index.html

@@ -451,7 +451,8 @@
             </div>
             <div class="rule-tip" id="order-rule-tip">
                 规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
-                {% if can_trade %}可开仓{% else %}不可开仓{% if active_count >= max_active_positions %}（持仓 {{ active_count }}/{{ max_active_positions }}）{% endif %}{% if open_guard_blocks_now %}（未到北京时间 {{ reset_hour }}:00）{% endif %}{% endif %}；
+                本交易日开仓 {{ opens_today }}{% if daily_open_hard_limit > 0 %} / 硬上限 {{ daily_open_hard_limit }}{% endif %}（AI 提醒 {{ daily_open_alert_threshold }}）；
+                {% if can_trade %}可开仓{% else %}不可开仓{% if active_count >= max_active_positions %}（持仓 {{ active_count }}/{{ max_active_positions }}）{% endif %}{% if daily_open_hard_limit > 0 and opens_today >= daily_open_hard_limit %}（单日开仓达上限）{% endif %}{% if open_guard_blocks_now %}（未到北京时间 {{ reset_hour }}:00）{% endif %}{% endif %}；
                 人工开仓盈亏比不得低于 {{ manual_min_planned_rr }}:1
             </div>
             <div class="rule-tip">
@@ -2072,13 +2073,22 @@ function refreshAccountSnapshot(){
         if(!data.can_trade){
             const parts = [];
             if((data.active_count||0) >= (data.max_active_positions||{{ max_active_positions }})) parts.push(`持仓 ${data.active_count}/${data.max_active_positions}`);
+            const hard = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
+            const opens = Number(data.opens_today);
+            if (hard > 0 && !Number.isNaN(opens) && opens >= hard) parts.push(`本交易日开仓 ${opens}/${hard} 已达上限`);
             if(data.open_guard_blocks_now) parts.push(`未到北京时间 ${data.reset_hour||{{ reset_hour }}}:00`);
             canTradeText = parts.length ? `不可开仓（${parts.join("；")}）` : "不可开仓";
         }
+        const opensToday = Number(data.opens_today);
+        const hardLim = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
+        const alertLim = Number(data.daily_open_alert_threshold != null ? data.daily_open_alert_threshold : {{ daily_open_alert_threshold }});
+        const openCntTxt = !Number.isNaN(opensToday)
+            ? `本交易日开仓 ${opensToday}${hardLim > 0 ? ` / 硬上限 ${hardLim}` : ""}（AI 提醒 ${alertLim}）`
+            : "";
         const tip = document.getElementById("order-rule-tip");
         const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt.toFixed(2)}U` : "";
         if(tip){
-            tip.innerText = `规则：最多 ${data.max_active_positions || {{ max_active_positions }}} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${canTradeText}${avail}`;
+            tip.innerText = `规则：最多 ${data.max_active_positions || {{ max_active_positions }}} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${openCntTxt ? openCntTxt + "；" : ""}${canTradeText}${avail}；人工开仓盈亏比不得低于 {{ manual_min_planned_rr }}:1`;
         }
         const allowEl = document.getElementById("allow-open-before-reset");
         const guardStatus = document.getElementById("open-guard-status");

crypto_monitor_okx/部署文档.md

@@ -182,6 +182,8 @@ OKX_SOCKS_PROXY=socks5h://127.0.0.1:1080
 # ORDER_CHART_LIMIT=100
 # ORDER_CHART_DIR=static/images/order_charts
 # DAILY_OPEN_ALERT_THRESHOLD=5
+# DAILY_OPEN_HARD_LIMIT=0
+# 说明见仓库 docs/daily-open-limit.md
 
 # AI 复盘（默认 OpenAI 兼容网关；与 Ollama 二选一）
 AI_PROVIDER=openai

daily_open_limit_lib.py

@@ -0,0 +1,140 @@
+"""单日开仓次数：软提醒阈值 + 硬上限（四所实例共用）。"""
+from __future__ import annotations
+
+import os
+from typing import Any, Optional
+
+
+def parse_daily_open_alert_threshold(raw: Any = None, *, default: int = 5) -> int:
+    """AI 克制提醒阈值；至少 1。"""
+    try:
+        v = int(raw if raw is not None and str(raw).strip() != "" else default)
+    except (TypeError, ValueError):
+        v = default
+    return max(1, v)
+
+
+def parse_daily_open_hard_limit(raw: Any = None, *, default: int = 0) -> int:
+    """硬上限；0 表示不启用。至少 0。"""
+    try:
+        v = int(raw if raw is not None and str(raw).strip() != "" else default)
+    except (TypeError, ValueError):
+        v = default
+    return max(0, v)
+
+
+def load_daily_open_limits_from_env(
+    env: Optional[dict[str, str]] = None,
+) -> tuple[int, int]:
+    """从环境变量读取 (alert_threshold, hard_limit)。"""
+    src = env if env is not None else os.environ
+    alert = parse_daily_open_alert_threshold(src.get("DAILY_OPEN_ALERT_THRESHOLD"))
+    hard = parse_daily_open_hard_limit(src.get("DAILY_OPEN_HARD_LIMIT"))
+    return alert, hard
+
+
+def count_opens_for_trading_day(conn, trading_day: str) -> int:
+    """本交易日已成功写入 order_monitors 的开仓次数。"""
+    td = (trading_day or "").strip()
+    if not td:
+        return 0
+    row = conn.execute(
+        "SELECT COUNT(*) FROM order_monitors WHERE session_date=?",
+        (td,),
+    ).fetchone()
+    return int(row[0] if row else 0)
+
+
+def daily_open_hard_limit_blocks(opens_today: int, hard_limit: int) -> bool:
+    return int(hard_limit) > 0 and int(opens_today) >= int(hard_limit)
+
+
+def hard_limit_block_reason(opens_today: int, hard_limit: int, reset_hour: int) -> str:
+    return (
+        f"本交易日开仓次数已达上限（{int(opens_today)}/{int(hard_limit)}），"
+        f"次日北京时间 {int(reset_hour)}:00 后恢复"
+    )
+
+
+def check_daily_open_hard_limit(
+    conn,
+    trading_day: str,
+    hard_limit: int,
+    reset_hour: int,
+) -> tuple[bool, str, int]:
+    """返回 (允许继续开仓, 拒绝原因, 当日已开次数)。"""
+    opens_today = count_opens_for_trading_day(conn, trading_day)
+    if daily_open_hard_limit_blocks(opens_today, hard_limit):
+        return False, hard_limit_block_reason(opens_today, hard_limit, reset_hour), opens_today
+    return True, "", opens_today
+
+
+def can_trade_new_open(
+    *,
+    time_allows: bool,
+    active_count: int,
+    max_active_positions: int,
+    opens_today: int,
+    hard_limit: int,
+    extra_blocks: bool = False,
+) -> bool:
+    if extra_blocks:
+        return False
+    if not time_allows:
+        return False
+    if int(active_count) >= int(max_active_positions):
+        return False
+    if daily_open_hard_limit_blocks(opens_today, hard_limit):
+        return False
+    return True
+
+
+def should_send_daily_open_alert(before: int, after: int, alert_threshold: int) -> bool:
+    return int(before) < int(alert_threshold) <= int(after)
+
+
+def build_daily_open_alert_prompt(
+    trading_day: str,
+    opens_after: int,
+    alert_threshold: int,
+    *,
+    hard_limit: int = 0,
+    detail_line: str = "",
+) -> str:
+    hard_txt = (
+        f"硬上限 {hard_limit} 次（已达后将禁止新开仓直至下一交易日）。"
+        if int(hard_limit) > 0
+        else "未配置单日硬上限。"
+    )
+    extra = f" {detail_line}" if detail_line else ""
+    return (
+        f"用户在北京时间交易日 {trading_day} 已累计开仓 {opens_after} 次"
+        f"（AI 提醒阈值 {alert_threshold}；{hard_txt}）"
+        f"{extra}"
+        f"用户自述“上头了”。请给克制提醒。"
+    )
+
+
+def format_daily_open_counter_line(
+    opens_today: int,
+    alert_threshold: int,
+    hard_limit: int,
+) -> str:
+    if int(hard_limit) > 0:
+        return (
+            f"📅 当日开仓次数：{int(opens_today)} / 硬上限 {int(hard_limit)} 次"
+            f"（AI 提醒阈值 {int(alert_threshold)}）"
+        )
+    return (
+        f"📅 当日开仓次数：{int(opens_today)} / AI 提醒阈值 {int(alert_threshold)} 次"
+    )
+
+
+def format_daily_open_summary_short(
+    opens_today: int,
+    alert_threshold: int,
+    hard_limit: int,
+) -> str:
+    if int(hard_limit) > 0:
+        return f"本交易日累计开仓：{int(opens_today)}（硬上限 {int(hard_limit)}，提醒 {int(alert_threshold)}）"
+    return f"本交易日累计开仓：{int(opens_today)}（提醒阈值 {int(alert_threshold)}）"

docs/daily-open-limit.md

@@ -0,0 +1,81 @@
+# 单日开仓次数限制（四所统一）
+
+各交易实例（Binance / OKX / Gate / Gate_bot）在 `.env` 中独立配置，互不影响。
+
+## 交易日口径
+
+- 以 **北京时间** `TRADING_DAY_RESET_HOUR`（默认 **8:00**）切分交易日，与统计、顶栏「交易日」一致。
+- **次日恢复**：过了切日时刻后 `session_date` 变为新日期，计数自动归零，无需清库。
+
+## 计数口径
+
+每成功新建一条 `order_monitors` 记录计 **1 次**，包括：
+
+- 人工「实盘下单」
+- 关键位自动开仓
+- 其他写入 `order_monitors` 的成功开仓
+
+平仓后再开仍算新的一单。当日总次数到硬上限后 **当天不再允许新开**（即使已空仓）。
+
+## 环境变量
+
+在「交易执行 / 人工风控」段配置：
+
+```env
+# 【单日开仓 AI 提醒】本交易日开仓次数达到该值时，企业微信推送 AI 克制提醒（不拦单）
+DAILY_OPEN_ALERT_THRESHOLD=5
+
+# 【单日开仓硬上限】本交易日开仓次数 >= 该值后，禁止一切新开仓直至下一交易日；0=不启用
+DAILY_OPEN_HARD_LIMIT=0
+```
+
+### 配置示例
+
+```env
+# 保守户：3 次提醒，5 次封死
+DAILY_OPEN_ALERT_THRESHOLD=3
+DAILY_OPEN_HARD_LIMIT=5
+
+# 仅提醒、不封（与旧版行为接近）
+DAILY_OPEN_ALERT_THRESHOLD=5
+DAILY_OPEN_HARD_LIMIT=0
+
+# 严格户：到 3 次即封
+DAILY_OPEN_ALERT_THRESHOLD=2
+DAILY_OPEN_HARD_LIMIT=3
+```
+
+建议 `DAILY_OPEN_ALERT_THRESHOLD <= DAILY_OPEN_HARD_LIMIT`（硬上限为 0 时除外）。
+
+## 程序行为
+
+| 次数 | 行为 |
+|------|------|
+| 未达提醒阈值 | 正常开仓 |
+| 达到 `DAILY_OPEN_ALERT_THRESHOLD` | 成功开仓后 AI 企业微信提醒 |
+| 达到 `DAILY_OPEN_HARD_LIMIT`（>0） | `precheck_risk` 拒绝人工/关键位开仓；顶栏 `can_trade=false` |
+
+硬限制与以下规则 **同时生效**（取交集）：
+
+- `TRADING_DAY_RESET_OPEN_GUARD_ENABLED`：切日前禁止新开
+- `MAX_ACTIVE_POSITIONS`：同时持仓上限
+- Gate_bot：`precheck_trend_pullback_start` 同样校验单日硬上限
+
+## 页面与接口
+
+- 顶栏 / `api/account_snapshot` 返回 `opens_today`、`daily_open_hard_limit`、`daily_open_alert_threshold`。
+- 达硬上限时提示：`本交易日开仓 N/M 已达上限，次日 8:00 后恢复`（`M` 为配置的硬上限）。
+
+## 部署
+
+修改各实例 `.env` 后重启对应 pm2 进程，例如：
+
+```bash
+pm2 restart crypto_binance crypto_okx crypto_gate crypto_gate_bot
+```
+
+## 实现位置
+
+- 共享逻辑：`daily_open_limit_lib.py`
+- 四所 `app.py`：`precheck_risk`、`can_trade`、`api/account_snapshot`、开仓成功后的 AI 提醒文案
+- 单元测试：`tests/test_daily_open_limit_lib.py`

strategy_trend_register.py

@@ -1484,10 +1484,18 @@ def load_trend_page_context(conn, request_obj, cfg: dict) -> dict[str, Any]:
             pass
     now = m.app_now()
     active_count = m.get_active_position_count(conn)
-    can_trade_trend = (
-        m.trading_day_reset_allows_new_open(now)
-        and active_count < cfg["max_active_positions"]
-        and trend_active == 0
+    from daily_open_limit_lib import can_trade_new_open, count_opens_for_trading_day
+
+    trading_day = m.get_trading_day(now)
+    opens_today = count_opens_for_trading_day(conn, trading_day)
+    hard_limit = int(getattr(m, "DAILY_OPEN_HARD_LIMIT", 0) or 0)
+    can_trade_trend = can_trade_new_open(
+        time_allows=m.trading_day_reset_allows_new_open(now),
+        active_count=active_count,
+        max_active_positions=cfg["max_active_positions"],
+        opens_today=opens_today,
+        hard_limit=hard_limit,
+        extra_blocks=trend_active != 0,
     )
     trend_preview = None
     trend_preview_levels = []

tests/test_daily_open_limit_lib.py

@@ -0,0 +1,90 @@
+import unittest
+
+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,
+    daily_open_hard_limit_blocks,
+    format_daily_open_counter_line,
+    hard_limit_block_reason,
+    load_daily_open_limits_from_env,
+    parse_daily_open_hard_limit,
+    should_send_daily_open_alert,
+)
+
+
+class _FakeConn:
+    def __init__(self, count: int):
+        self._count = count
+
+    def execute(self, _sql, _params):
+        return self
+
+    def fetchone(self):
+        return (self._count,)
+
+
+class DailyOpenLimitLibTests(unittest.TestCase):
+    def test_parse_hard_limit_zero_disables(self):
+        self.assertEqual(parse_daily_open_hard_limit("0"), 0)
+        self.assertEqual(parse_daily_open_hard_limit(None, default=0), 0)
+
+    def test_load_from_env(self):
+        alert, hard = load_daily_open_limits_from_env(
+            {"DAILY_OPEN_ALERT_THRESHOLD": "3", "DAILY_OPEN_HARD_LIMIT": "8"}
+        )
+        self.assertEqual(alert, 3)
+        self.assertEqual(hard, 8)
+
+    def test_hard_limit_blocks(self):
+        self.assertFalse(daily_open_hard_limit_blocks(4, 0))
+        self.assertFalse(daily_open_hard_limit_blocks(4, 5))
+        self.assertTrue(daily_open_hard_limit_blocks(5, 5))
+
+    def test_check_daily_open_hard_limit(self):
+        conn = _FakeConn(5)
+        ok, reason, n = check_daily_open_hard_limit(conn, "2026-06-07", 5, 8)
+        self.assertFalse(ok)
+        self.assertEqual(n, 5)
+        self.assertIn("已达上限", reason)
+        self.assertIn("8:00", reason)
+
+    def test_count_opens(self):
+        self.assertEqual(count_opens_for_trading_day(_FakeConn(3), "2026-06-07"), 3)
+
+    def test_can_trade_new_open(self):
+        self.assertTrue(
+            can_trade_new_open(
+                time_allows=True,
+                active_count=0,
+                max_active_positions=1,
+                opens_today=2,
+                hard_limit=5,
+            )
+        )
+        self.assertFalse(
+            can_trade_new_open(
+                time_allows=True,
+                active_count=0,
+                max_active_positions=1,
+                opens_today=5,
+                hard_limit=5,
+            )
+        )
+
+    def test_alert_crossing(self):
+        self.assertTrue(should_send_daily_open_alert(4, 5, 5))
+        self.assertFalse(should_send_daily_open_alert(5, 6, 5))
+
+    def test_prompt_includes_hard_limit(self):
+        txt = build_daily_open_alert_prompt("2026-06-07", 5, 5, hard_limit=8)
+        self.assertIn("硬上限 8", txt)
+
+    def test_counter_line(self):
+        line = format_daily_open_counter_line(3, 5, 8)
+        self.assertIn("3 / 硬上限 8", line)
+
+
+if __name__ == "__main__":
+    unittest.main()