fix(okx): cache options balances and stop SSE from hammering exchange API

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

crypto_monitor_okx/app.py

@@ -6516,15 +6516,11 @@ def render_main_page(page="trade", embed_mode=None):
         and embed_mode != "fragment"
     ):
         try:
-            from lib.exchange.okx_options_lib import (
+            from lib.exchange.okx_options_lib import options_header_balances
-                fetch_options_funding_usdc,
-                fetch_options_funding_usdt,
-                fetch_options_trading_usdc,
-            )
 
-            options_trading_usdc = fetch_options_trading_usdc(exchange_options)
+            options_trading_usdc, options_funding_usdc, options_funding_usdt = options_header_balances(
-            options_funding_usdc = fetch_options_funding_usdc(exchange_options)
+                exchange_options
-            options_funding_usdt = fetch_options_funding_usdt(exchange_options)
+            )
         except Exception:
             options_trading_usdc = None
             options_funding_usdc = None
@@ -6838,7 +6834,8 @@ def api_account_snapshot():
     conn = get_db()
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
-    funding_capital, trading_capital = get_exchange_capitals(force=True)
+    force_refresh = (request.args.get("force") or "").strip().lower() in ("1", "true", "yes")
+    funding_capital, trading_capital = get_exchange_capitals(force=force_refresh)
     funding_usdt = round(funding_capital, FUNDS_DECIMALS) if funding_capital is not None else None
     current_capital = round(trading_capital, FUNDS_DECIMALS) if trading_capital is not None else round(local_current_capital, FUNDS_DECIMALS)
     options_trading_usdc = None
@@ -6846,15 +6843,12 @@ def api_account_snapshot():
     options_funding_usdt = None
     if OKX_OPTIONS_ENABLED and exchange_options.apiKey:
         try:
-            from lib.exchange.okx_options_lib import (
+            from lib.exchange.okx_options_lib import options_header_balances
-                fetch_options_funding_usdc,
-                fetch_options_funding_usdt,
-                fetch_options_trading_usdc,
-            )
 
-            options_trading_usdc = fetch_options_trading_usdc(exchange_options)
+            options_trading_usdc, options_funding_usdc, options_funding_usdt = options_header_balances(
-            options_funding_usdc = fetch_options_funding_usdc(exchange_options)
+                exchange_options,
-            options_funding_usdt = fetch_options_funding_usdt(exchange_options)
+                force=force_refresh,
+            )
         except Exception:
             options_trading_usdc = None
             options_funding_usdc = None

lib/common/static/instance_embed.js

@@ -206,11 +206,14 @@
   function preloadAllTabs() {
     const tabs = Object.keys(TAB_PATH);
     const current = getTab();
+    const heavyLast = new Set(["options", "records", "stats"]);
+    const ordered = tabs.filter((t) => t !== current && !heavyLast.has(t))
+      .concat(tabs.filter((t) => heavyLast.has(t) && t !== current));
     let idx = 0;
     function step() {
-      if (idx >= tabs.length) return;
+      if (idx >= ordered.length) return;
-      const tab = tabs[idx++];
+      const tab = ordered[idx++];
-      if (tab === current || tabPanes.has(tab)) {
+      if (tabPanes.has(tab)) {
         step();
         return;
       }
@@ -220,11 +223,11 @@
         })
         .catch(() => {})
         .finally(() => {
-          setTimeout(step, 120);
+          setTimeout(step, heavyLast.has(tab) ? 400 : 180);
         });
     }
     const ric = global.requestIdleCallback || function (fn) {
-      setTimeout(fn, 1200);
+      setTimeout(fn, 2000);
     };
     ric(step);
   }

lib/common/static/instance_live.js

@@ -6,6 +6,7 @@
   let liveReconnectTimer = null;
   let localLiveVersion = -1;
   let sseConnected = false;
+  let refreshTimer = null;
 
   function isEmbedShell() {
     return document.body && document.body.getAttribute("data-embed-shell") === "1";
@@ -21,7 +22,7 @@
   function refreshTabData(tab, opts) {
     const options = opts || {};
     if (typeof global.refreshAccountSnapshot === "function") {
-      global.refreshAccountSnapshot();
+      global.refreshAccountSnapshot(options);
     }
     if (typeof global.refreshPriceSnapshotConditional === "function") {
       global.refreshPriceSnapshotConditional();
@@ -31,6 +32,15 @@
     }
   }
 
+  function scheduleRefresh() {
+    if (refreshTimer) return;
+    refreshTimer = setTimeout(function () {
+      refreshTimer = null;
+      if (document.hidden) return;
+      refreshTabData(currentTab(), { silent: true });
+    }, 80);
+  }
+
   function onLiveEvent(data) {
     const reason = data && data.reason;
     const ver = Number(data && data.live_version) || 0;
@@ -41,7 +51,7 @@
     }
     if (ver === localLiveVersion) return;
     localLiveVersion = ver;
-    refreshTabData(currentTab(), { silent: true });
+    scheduleRefresh();
   }
 
   function closeLiveStream() {

lib/exchange/okx_options_lib.py

@@ -16,6 +16,8 @@ _OKX_OPTION_ERR_ZH: dict[str, str] = {
     "51019": "期权买入须使用逐仓模式（全仓模式下不能持有多头净头寸）",
 }
 
+_OPTIONS_BALANCE_CACHE: dict[str, Any] = {"updated_at": 0.0, "data": None}
+
 
 def _okx_trade_error_message(exc: BaseException | None = None, resp: Any = None) -> str:
     row: dict[str, Any] | None = None
@@ -199,7 +201,15 @@ def fetch_account_balances_by_type(ex: ccxt.okx, account_type: str) -> dict[str,
     return out
 
 
-def fetch_options_balances(ex: ccxt.okx) -> dict[str, Any]:
+def fetch_options_balances(ex: ccxt.okx, *, force: bool = False) -> dict[str, Any]:
+    import os
+
+    ttl = float(os.getenv("OKX_OPTIONS_BALANCE_REFRESH_SEC", "30"))
+    now = time.time()
+    cached = _OPTIONS_BALANCE_CACHE.get("data")
+    if not force and cached is not None and now - float(_OPTIONS_BALANCE_CACHE.get("updated_at") or 0) < ttl:
+        return dict(cached)
+
     funding = fetch_account_balances_by_type(ex, "funding")
     trading = fetch_account_balances_by_type(ex, "trading")
     # 统一账户部分 USDC 可能在 swap 类型
@@ -207,7 +217,7 @@ def fetch_options_balances(ex: ccxt.okx) -> dict[str, Any]:
         swap_bal = fetch_account_balances_by_type(ex, "swap")
         if swap_bal.get("USDC") is not None:
             trading["USDC"] = swap_bal["USDC"]
-    return {
+    result = {
         "funding_usdt": funding.get("USDT"),
         "funding_usdc": funding.get("USDC"),
         "funding_usdg": funding.get("USDG"),
@@ -215,6 +225,32 @@ def fetch_options_balances(ex: ccxt.okx) -> dict[str, Any]:
         "trading_usdc": trading.get("USDC"),
         "trading_usdg": trading.get("USDG"),
     }
+    _OPTIONS_BALANCE_CACHE["updated_at"] = now
+    _OPTIONS_BALANCE_CACHE["data"] = result
+    return result
+
+
+def options_header_balances(
+    ex: ccxt.okx,
+    *,
+    force: bool = False,
+) -> tuple[float | None, float | None, float | None]:
+    """顶栏三格：交易 USDC、资金 USDC、资金 USDT（单次拉取 + 缓存）。"""
+    bal = fetch_options_balances(ex, force=force)
+
+    def _round(v: Any) -> float | None:
+        if v is None:
+            return None
+        try:
+            return round(float(v), 2)
+        except (TypeError, ValueError):
+            return None
+
+    return (
+        _round(bal.get("trading_usdc")),
+        _round(bal.get("funding_usdc")),
+        _round(bal.get("funding_usdt")),
+    )
 
 
 def fetch_index_price(ex: ccxt.okx, uly: str) -> float | None:
@@ -525,24 +561,24 @@ def transfer_ccy(
 _OKX_ACCT_CODE = {"funding": "6", "trading": "18", "spot": "18"}
 
 
-def fetch_options_trading_usdc(ex: ccxt.okx) -> float | None:
+def fetch_options_trading_usdc(ex: ccxt.okx, *, force: bool = False) -> float | None:
-    bal = fetch_options_balances(ex)
+    bal = fetch_options_balances(ex, force=force)
     v = bal.get("trading_usdc")
     if v is None:
         return None
     return round(float(v), 2)
 
 
-def fetch_options_funding_usdc(ex: ccxt.okx) -> float | None:
+def fetch_options_funding_usdc(ex: ccxt.okx, *, force: bool = False) -> float | None:
-    bal = fetch_options_balances(ex)
+    bal = fetch_options_balances(ex, force=force)
     v = bal.get("funding_usdc")
     if v is None:
         return None
     return round(float(v), 2)
 
 
-def fetch_options_funding_usdt(ex: ccxt.okx) -> float | None:
+def fetch_options_funding_usdt(ex: ccxt.okx, *, force: bool = False) -> float | None:
-    bal = fetch_options_balances(ex)
+    bal = fetch_options_balances(ex, force=force)
     v = bal.get("funding_usdt")
     if v is None:
         return None

lib/instance/templates/embed_boot_scripts.html

@@ -1054,8 +1054,10 @@ function formatOptionsFundingLabel(usdc, usdt) {
     return parts.length ? parts.join(" · ") : "—";
 }
 
-function refreshAccountSnapshot(){
+function refreshAccountSnapshot(opts){
-    fetch("/api/account_snapshot").then(r=>r.json()).then(data=>{
+    const options = opts || {};
+    const qs = options.force ? "?force=1" : "";
+    fetch("/api/account_snapshot" + qs).then(r=>r.json()).then(data=>{
         if (typeof data.funding_usdt !== "undefined") {
             const el = document.getElementById("total-capital");
             if(el) el.innerText = (data.funding_usdt === null || data.funding_usdt === undefined) ? "—" : `${Number(data.funding_usdt).toFixed(2)}U`;
@@ -1186,7 +1188,7 @@ if(window.ManualOrderRrPreview){
 
 refreshAccountSnapshot();
 const settingsRefreshFunds = document.getElementById("settings-refresh-funds");
-if (settingsRefreshFunds) settingsRefreshFunds.addEventListener("click", refreshAccountSnapshot);
+if (settingsRefreshFunds) settingsRefreshFunds.addEventListener("click", function(){ refreshAccountSnapshot({ force: true }); });
 if (window.AccountRiskBadge) AccountRiskBadge.startTicker();
 const _journalFormEl = document.getElementById("journal-form");
 if(_journalFormEl){

lib/instance/templates/embed_shell.html

@@ -90,7 +90,7 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script src="/static/strategy_roll.js?v=6"></script>
 <script src="/static/key_monitor_form.js?v=2"></script>
 {% include 'embed_boot_scripts.html' %}
-<script src="/static/instance_live.js?v=2"></script>
+<script src="/static/instance_live.js?v=3"></script>
-<script src="/static/instance_embed.js?v=11"></script>
+<script src="/static/instance_embed.js?v=12"></script>
 </body>
 </html>