feat: collapse trade/strategy rule tips and color-code key history outcomes

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

crypto_monitor_binance/templates/index.html

@@ -333,21 +333,7 @@
                 <span class="btn-del" style="background:#2f2f44;color:#9aa;cursor:not-allowed">暂无持仓可放大</span>
                 {% endif %}
             </div>
-            <div class="rule-tip" id="order-rule-tip">
+            {% include 'order_monitor_rule_tips_binance.html' %}
-                规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
-                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">
-                计仓模式：<strong>{{ position_sizing_mode_label }}</strong>（仅 .env <code>POSITION_SIZING_MODE</code>，须无仓后重启）
-                {% if position_sizing_mode == 'full_margin' %}
-                ｜全仓：合约可用×{{ full_margin_buffer_ratio }}，BTC/ETH {{ btc_leverage }}x、其它 {{ alt_leverage }}x，单仓；张数按交易所精度
-                {% else %}
-                ｜以损定仓：风险 {{ risk_percent }}%
-                {% endif %}
-                ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
-            </div>
             <details class="tip-collapse transfer-rule-collapse">
                 <summary class="tip-collapse-summary">划转规则说明</summary>
                 <div class="tip-collapse-body rule-tip">

crypto_monitor_gate/templates/index.html

@@ -333,21 +333,7 @@
                 <span class="btn-del" style="background:#2f2f44;color:#9aa;cursor:not-allowed">暂无持仓可放大</span>
                 {% endif %}
             </div>
-            <div class="rule-tip" id="order-rule-tip">
+            {% include 'order_monitor_rule_tips_gate.html' %}
-                规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
-                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">
-                计仓模式：<strong>{{ position_sizing_mode_label }}</strong>（仅 .env <code>POSITION_SIZING_MODE</code>，须无仓后重启）
-                {% if position_sizing_mode == 'full_margin' %}
-                ｜全仓：合约可用×{{ full_margin_buffer_ratio }}，BTC/ETH {{ btc_leverage }}x、其它 {{ alt_leverage }}x，单仓；张数按交易所精度
-                {% else %}
-                ｜以损定仓：风险 {{ risk_percent }}%
-                {% endif %}
-                ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
-            </div>
             <form id="add-order-form" action="/add_order" method="post" class="form-row">
                 <input id="order-symbol" name="symbol" placeholder="BTC 或 BTC/USDT" required>
                 <select id="order-direction" name="direction" required>

crypto_monitor_gate_bot/templates/index.html

@@ -383,21 +383,7 @@
                 <span class="btn-del" style="background:#2f2f44;color:#9aa;cursor:not-allowed">暂无持仓可放大</span>
                 {% endif %}
             </div>
-            <div class="rule-tip" id="order-rule-tip">
+            {% include 'order_monitor_rule_tips_gate_bot.html' %}
-                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；
-                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">
-                计仓模式：<strong>{{ position_sizing_mode_label }}</strong>（仅 .env <code>POSITION_SIZING_MODE</code>，须无仓后重启）
-                {% if position_sizing_mode == 'full_margin' %}
-                ｜全仓：合约可用×{{ full_margin_buffer_ratio }}，BTC/ETH {{ btc_leverage }}x、其它 {{ alt_leverage }}x，单仓；张数按交易所精度
-                {% else %}
-                ｜以损定仓：风险 {{ risk_percent }}%
-                {% endif %}
-                ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
-            </div>
             <form id="add-order-form" action="/add_order" method="post" class="form-row">
                 <input id="order-symbol" name="symbol" placeholder="BTC 或 BTC/USDT" required>
                 <select id="order-direction" name="direction" required>

crypto_monitor_okx/templates/index.html

@@ -342,21 +342,7 @@
                 <span class="btn-del" style="background:#2f2f44;color:#9aa;cursor:not-allowed">暂无持仓可放大</span>
                 {% endif %}
             </div>
-            <div class="rule-tip" id="order-rule-tip">
+            {% include 'order_monitor_rule_tips_okx.html' %}
-                规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
-                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">
-                计仓模式：<strong>{{ position_sizing_mode_label }}</strong>（仅 .env <code>POSITION_SIZING_MODE</code>，须无仓后重启）
-                {% if position_sizing_mode == 'full_margin' %}
-                ｜全仓：合约可用×{{ full_margin_buffer_ratio }}，BTC/ETH {{ btc_leverage }}x、其它 {{ alt_leverage }}x，单仓；张数按交易所精度
-                {% else %}
-                ｜以损定仓：风险 {{ risk_percent }}%
-                {% endif %}
-                ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
-            </div>
             <details class="tip-collapse transfer-rule-collapse">
                 <summary class="tip-collapse-summary">划转规则说明</summary>
                 <div class="tip-collapse-body rule-tip">

static/instance_theme.css

@@ -835,3 +835,48 @@ html[data-theme="light"] .key-row-collapse .pos-side-badge[style*="2a3152"] {
   color: #006e9a !important;
 }
 
+html[data-theme="light"] .key-row-collapse.key-history-success {
+  background: rgba(8, 122, 80, 0.08) !important;
+  border-color: rgba(8, 122, 80, 0.35) !important;
+}
+
+html[data-theme="light"] .key-row-collapse.key-history-success .key-row-collapse-summary,
+html[data-theme="light"] .key-row-collapse.key-history-success .key-row-summary-title strong {
+  color: #142232 !important;
+}
+
+html[data-theme="light"] .key-row-collapse.key-history-success .key-history-brief,
+html[data-theme="light"] .key-row-collapse.key-history-success .key-history-outcome-badge {
+  color: #087a50 !important;
+  background: rgba(8, 122, 80, 0.1) !important;
+  border-color: rgba(8, 122, 80, 0.28) !important;
+}
+
+html[data-theme="light"] .key-row-collapse.key-history-manual {
+  background: #f0f2f6 !important;
+  border-color: #b8c0cc !important;
+}
+
+html[data-theme="light"] .key-row-collapse.key-history-manual .key-history-brief,
+html[data-theme="light"] .key-row-collapse.key-history-manual .key-history-outcome-badge {
+  color: #5a6478 !important;
+  background: rgba(90, 100, 120, 0.1) !important;
+  border-color: rgba(90, 100, 120, 0.22) !important;
+}
+
+html[data-theme="light"] .key-row-collapse.key-history-failed {
+  background: rgba(192, 48, 48, 0.06) !important;
+  border-color: rgba(192, 48, 48, 0.28) !important;
+}
+
+html[data-theme="light"] .key-row-collapse.key-history-failed .key-row-collapse-summary {
+  color: #1a2838 !important;
+}
+
+html[data-theme="light"] .key-row-collapse.key-history-failed .key-history-brief,
+html[data-theme="light"] .key-row-collapse.key-history-failed .key-history-outcome-badge {
+  color: #b04040 !important;
+  background: rgba(192, 48, 48, 0.08) !important;
+  border-color: rgba(192, 48, 48, 0.22) !important;
+}
+

strategy_templates/key_monitor_panel.html

@@ -19,6 +19,16 @@
 .key-row-collapse-body .pos-meta{margin-top:10px;margin-bottom:10px}
 .key-row-collapse-body .pos-grid{margin-bottom:8px}
 .key-history-alert{font-size:.75rem;color:#aab;margin-top:8px;margin-bottom:2px;padding-bottom:4px;white-space:pre-wrap;word-break:break-word;line-height:1.5}
+.key-history-outcome-badge{font-size:.7rem;font-weight:600;padding:1px 7px;border-radius:4px;line-height:1.35}
+.key-row-collapse.key-history-success{border-color:rgba(76,217,127,.42);background:rgba(18,32,26,.92)}
+.key-row-collapse.key-history-success .key-row-collapse-summary{color:#c8f0d6}
+.key-row-collapse.key-history-success .key-row-summary-title strong{color:#e8fff0}
+.key-row-collapse.key-history-success .key-history-brief,.key-row-collapse.key-history-success .key-history-outcome-badge{color:#4cd97f;background:rgba(76,217,127,.12);border:1px solid rgba(76,217,127,.28)}
+.key-row-collapse.key-history-manual{border-color:rgba(136,146,176,.45);background:rgba(22,24,32,.95)}
+.key-row-collapse.key-history-manual .key-history-brief,.key-row-collapse.key-history-manual .key-history-outcome-badge{color:#9aa8c4;background:rgba(136,146,176,.12);border:1px solid rgba(136,146,176,.28)}
+.key-row-collapse.key-history-failed{border-color:rgba(232,160,144,.4);background:rgba(36,22,24,.95)}
+.key-row-collapse.key-history-failed .key-row-collapse-summary{color:#e8cfc8}
+.key-row-collapse.key-history-failed .key-history-brief,.key-row-collapse.key-history-failed .key-history-outcome-badge{color:#e8a090;background:rgba(232,160,144,.1);border:1px solid rgba(232,160,144,.28)}
 </style>
 
 {% macro key_direction_label(k) -%}
@@ -35,8 +45,34 @@
 {%- if k.breakeven_enabled %} · 保本开{% else %} · 保本关{% endif %}
 {%- endmacro %}
 
+{% macro key_history_outcome_kind(h) -%}
+{%- set r = (h.close_reason or '')|trim -%}
+{%- if r in ['fib_filled', 'false_breakout_filled', 'key_level_alert_done', 'alerts_complete', 'auto_opened'] -%}success
+{%- elif r == 'manual' -%}manual
+{%- elif r -%}failed
+{%- else -%}neutral
+{%- endif -%}
+{%- endmacro %}
+
+{% macro key_history_outcome_label(h) -%}
+{%- set r = (h.close_reason or '')|trim -%}
+{%- if r == 'fib_filled' -%}斐波成交
+{%- elif r == 'false_breakout_filled' -%}假突破成交
+{%- elif r == 'key_level_alert_done' -%}提醒完成
+{%- elif r == 'alerts_complete' -%}提醒已满
+{%- elif r == 'auto_opened' -%}自动开仓
+{%- elif r == 'manual' -%}手动删除
+{%- elif r == 'fib_invalidate' -%}斐波失效
+{%- elif r == 'false_breakout_expired' -%}假突破过期
+{%- elif r == 'fib_plan_invalid' -%}计划无效
+{%- elif r == 'rr_insufficient' -%}盈亏比不足
+{%- elif r == 'exchange_failed' -%}下单失败
+{%- else -%}{{ r or '—' }}
+{%- endif -%}
+{%- endmacro %}
+
 {% macro key_history_brief(h) -%}
-{{ h.close_reason or '—' }} · {{ (h.closed_at or '-')[:16] }} · 上{{ h.upper }} / 下{{ h.lower }} · 提醒 {{ h.notification_count or 0 }}
+{{ key_history_outcome_label(h) }} · {{ (h.closed_at or '-')[:16] }} · 上{{ h.upper }} / 下{{ h.lower }} · 提醒 {{ h.notification_count or 0 }}
 {%- endmacro %}
 
 <div class="dual-panel-grid" style="grid-column:1/-1">
@@ -133,13 +169,14 @@
     <div class="sub" style="font-size:.72rem;color:#8892b0;margin-bottom:8px">失效或已结案的关键位 · 点击展开详情</div>
     <div class="panel-scroll pos-list key-panel-scroll">
         {% for h in key_history %}
-        <details class="key-row-collapse">
+        <details class="key-row-collapse key-history-{{ key_history_outcome_kind(h) }}">
             <summary class="key-row-collapse-summary">
                 <span class="key-row-summary-main">
                     <span class="key-row-summary-title">
                         <strong>{{ h.symbol }}</strong>
                         <span class="pos-side-badge {{ 'pos-side-long' if h.direction == 'long' else 'pos-side-short' }}">{{ key_direction_label(h) }}</span>
                         <span class="badge direction">{{ h.monitor_type }}</span>
+                        <span class="key-history-outcome-badge">{{ key_history_outcome_label(h) }}</span>
                     </span>
                 </span>
                 <span class="key-row-summary-actions">
@@ -150,7 +187,7 @@
                 <div class="key-row-summary-line key-history-brief">{{ key_history_brief(h) }}</div>
                 <div class="pos-meta">
                     <span class="pos-meta-item">类型: {{ h.monitor_type }}</span>
-                    <span class="pos-meta-item">结案: {{ h.close_reason or '—' }}</span>
+                    <span class="pos-meta-item">结案: {{ key_history_outcome_label(h) }}{% if h.close_reason %} ({{ h.close_reason }}){% endif %}</span>
                     <span class="pos-meta-item">时间: {{ h.closed_at or '—' }}</span>
                 </div>
                 <div class="pos-meta">

strategy_templates/order_monitor_rule_tips_binance.html

@@ -0,0 +1,21 @@
+<details class="tip-collapse order-rule-collapse">
+    <summary class="tip-collapse-summary">开仓规则说明</summary>
+    <div class="tip-collapse-body rule-tip" id="order-rule-tip">
+        规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
+        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>
+</details>
+<details class="tip-collapse order-sizing-collapse">
+    <summary class="tip-collapse-summary">计仓与保本说明</summary>
+    <div class="tip-collapse-body rule-tip">
+        计仓模式：<strong>{{ position_sizing_mode_label }}</strong>（仅 .env <code>POSITION_SIZING_MODE</code>，须无仓后重启）
+        {% if position_sizing_mode == 'full_margin' %}
+        ｜全仓：合约可用×{{ full_margin_buffer_ratio }}，BTC/ETH {{ btc_leverage }}x、其它 {{ alt_leverage }}x，单仓；张数按交易所精度
+        {% else %}
+        ｜以损定仓：风险 {{ risk_percent }}%
+        {% endif %}
+        ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
+    </div>
+</details>

strategy_templates/order_monitor_rule_tips_gate.html

@@ -0,0 +1,21 @@
+<details class="tip-collapse order-rule-collapse">
+    <summary class="tip-collapse-summary">开仓规则说明</summary>
+    <div class="tip-collapse-body rule-tip" id="order-rule-tip">
+        规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
+        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>
+</details>
+<details class="tip-collapse order-sizing-collapse">
+    <summary class="tip-collapse-summary">计仓与保本说明</summary>
+    <div class="tip-collapse-body rule-tip">
+        计仓模式：<strong>{{ position_sizing_mode_label }}</strong>（仅 .env <code>POSITION_SIZING_MODE</code>，须无仓后重启）
+        {% if position_sizing_mode == 'full_margin' %}
+        ｜全仓：合约可用×{{ full_margin_buffer_ratio }}，BTC/ETH {{ btc_leverage }}x、其它 {{ alt_leverage }}x，单仓；张数按交易所精度
+        {% else %}
+        ｜以损定仓：风险 {{ risk_percent }}%
+        {% endif %}
+        ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
+    </div>
+</details>

strategy_templates/order_monitor_rule_tips_gate_bot.html

@@ -0,0 +1,21 @@
+<details class="tip-collapse order-rule-collapse">
+    <summary class="tip-collapse-summary">开仓规则说明</summary>
+    <div class="tip-collapse-body 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；
+        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>
+</details>
+<details class="tip-collapse order-sizing-collapse">
+    <summary class="tip-collapse-summary">计仓与保本说明</summary>
+    <div class="tip-collapse-body rule-tip">
+        计仓模式：<strong>{{ position_sizing_mode_label }}</strong>（仅 .env <code>POSITION_SIZING_MODE</code>，须无仓后重启）
+        {% if position_sizing_mode == 'full_margin' %}
+        ｜全仓：合约可用×{{ full_margin_buffer_ratio }}，BTC/ETH {{ btc_leverage }}x、其它 {{ alt_leverage }}x，单仓；张数按交易所精度
+        {% else %}
+        ｜以损定仓：风险 {{ risk_percent }}%
+        {% endif %}
+        ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
+    </div>
+</details>

strategy_templates/order_monitor_rule_tips_okx.html

@@ -0,0 +1,21 @@
+<details class="tip-collapse order-rule-collapse">
+    <summary class="tip-collapse-summary">开仓规则说明</summary>
+    <div class="tip-collapse-body rule-tip" id="order-rule-tip">
+        规则：最多 {{ max_active_positions }} 仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；
+        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>
+</details>
+<details class="tip-collapse order-sizing-collapse">
+    <summary class="tip-collapse-summary">计仓与保本说明</summary>
+    <div class="tip-collapse-body rule-tip">
+        计仓模式：<strong>{{ position_sizing_mode_label }}</strong>（仅 .env <code>POSITION_SIZING_MODE</code>，须无仓后重启）
+        {% if position_sizing_mode == 'full_margin' %}
+        ｜全仓：合约可用×{{ full_margin_buffer_ratio }}，BTC/ETH {{ btc_leverage }}x、其它 {{ alt_leverage }}x，单仓；张数按交易所精度
+        {% else %}
+        ｜以损定仓：风险 {{ risk_percent }}%
+        {% endif %}
+        ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
+    </div>
+</details>

strategy_templates/strategy_roll_panel.html

@@ -1,11 +1,14 @@
 <div class="strategy-panel-inner">
     <h2 style="margin:0 0 8px">顺势加仓</h2>
-    <div class="rule-tip">
+    <details class="tip-collapse strategy-roll-rule-collapse">
-        <strong>仅人工加仓</strong>，程序不会自动触发。须先在「实盘下单」有同向持仓。<br>
+        <summary class="tip-collapse-summary">顺势加仓规则说明{% if roll_trend_active %} · 当前有趋势回调计划{% endif %}</summary>
-        做多最多滚仓 <strong>3</strong> 次；止盈<strong>锁定首仓</strong>不变；每次填写<strong>新统一止损</strong>，总风险%按「合并持仓打到新止损≈账户风险」反推张数。<br>
+        <div class="tip-collapse-body rule-tip">
-        斐波限价：上沿 H、下沿 L 仅用于算 0.618/0.786 加仓价（多：下沿=止损侧；空：上沿=止损侧）。<br>
+            <strong>仅人工加仓</strong>，程序不会自动触发。须先在「实盘下单」有同向持仓。<br>
-        {% if roll_trend_active %}<span style="color:#ff8f8f">当前有运行中的趋势回调计划，请先结束后再滚仓。</span>{% endif %}
+            做多最多滚仓 <strong>3</strong> 次；止盈<strong>锁定首仓</strong>不变；每次填写<strong>新统一止损</strong>，总风险%按「合并持仓打到新止损≈账户风险」反推张数。<br>
-    </div>
+            斐波限价：上沿 H、下沿 L 仅用于算 0.618/0.786 加仓价（多：下沿=止损侧；空：上沿=止损侧）。<br>
+            {% if roll_trend_active %}<span style="color:#ff8f8f">当前有运行中的趋势回调计划，请先结束后再滚仓。</span>{% endif %}
+        </div>
+    </details>
     <form action="{{ url_for('strategy_roll_execute') }}" method="post" class="form-row">
         <select name="symbol" required>
             <option value="">选择持仓币种</option>
@@ -28,7 +31,10 @@
         <input name="risk_percent" type="number" min="0.1" step="0.1" value="{{ default_risk_percent }}" placeholder="总风险%">
         <button type="submit" {% if roll_trend_active %}disabled style="opacity:.5"{% endif %} onclick="return confirm('确认按预览逻辑实盘加仓并更新止损？')">执行滚仓</button>
     </form>
-    <p class="rule-tip" style="margin-top:8px">执行前可用开发者工具 POST <code>/strategy/roll/preview</code> 查看 JSON 预览。</p>
+    <details class="tip-collapse strategy-roll-preview-tip">
+        <summary class="tip-collapse-summary">滚仓预览接口说明</summary>
+        <div class="tip-collapse-body rule-tip">执行前可用开发者工具 POST <code>/strategy/roll/preview</code> 查看 JSON 预览。</div>
+    </details>
 
     <h3 style="margin:14px 0 8px;font-size:.95rem;color:#b8c4ff">活跃滚仓组</h3>
     <div class="table-wrap">

strategy_templates/strategy_trend_disabled_panel.html

@@ -1,11 +1,14 @@
 {% include 'strategy_subnav.html' %}
 <div class="card trend-card" style="grid-column:1/-1">
     <h2 style="margin-bottom:8px">趋势回调</h2>
-    <div class="rule-tip">{{ trend_disabled_note }}</div>
+    <details class="tip-collapse strategy-trend-disabled-collapse">
-    <div class="rule-tip" style="margin-top:10px;color:#8892b0">
+        <summary class="tip-collapse-summary">趋势回调说明（本实例未启用）</summary>
-        趋势回调含自动补仓档位与预览执行，仅在 <strong>Gate 趋势机器人</strong>（<code>crypto_monitor_gate_bot</code>）实例中运行。
+        <div class="tip-collapse-body rule-tip">
-        请访问该实例同一菜单「策略交易 → 趋势回调」，或常用地址 <code>:5002/strategy/trend</code>。
+            {{ trend_disabled_note }}<br><br>
-    </div>
+            趋势回调含自动补仓档位与预览执行，仅在 <strong>Gate 趋势机器人</strong>（<code>crypto_monitor_gate_bot</code>）实例中运行。
+            请访问该实例同一菜单「策略交易 → 趋势回调」，或常用地址 <code>:5002/strategy/trend</code>。
+        </div>
+    </details>
     <p style="margin-top:12px;font-size:.85rem">
         <a href="/trade" style="color:#8fc8ff">返回实盘下单</a>
         ｜ <a href="/strategy/roll" style="color:#8fc8ff">顺势加仓（本实例可用）</a>

strategy_templates/strategy_trend_panel.html

@@ -2,11 +2,14 @@
 {% macro amt_disp(sym, val) %}{% if amt_fmt is defined %}{{ amt_fmt(sym, val) }}{% else %}{{ val }}{% endif %}{% endmacro %}
 <div class="strategy-panel-inner trend-card">
     <h2 style="margin-bottom:8px">趋势回调</h2>
-    <div class="rule-tip">
+    <details class="tip-collapse strategy-trend-rule-collapse">
-        ① <strong>生成预览</strong>：读取合约 USDT <strong>可用余额快照</strong>并计算计划（不下单）。预览有效期 <strong>{{ trend_pullback_preview_ttl }} 秒</strong>。<br>
+        <summary class="tip-collapse-summary">趋势回调规则说明</summary>
-        ② <strong>确认执行</strong>：市价首仓 50% + 挂交易所止损；首仓后可<strong>手动保本</strong>（默认均价+{{ trend_manual_breakeven_offset_pct }}%）；剩余 50% 在止损与补仓区间之间共 {{ trend_pullback_dca_legs }} 档（做多为<strong>上沿</strong>、做空为<strong>下沿</strong>；程序可能因最小张数自动减档）市价补仓；<strong>止盈由程序监控</strong>。<br>
+        <div class="tip-collapse-body rule-tip">
-        确认执行时若当前可用余额与预览快照相对偏差 &gt; <strong>{{ trend_preview_max_drift_pct }}%</strong> 会拒绝并要求重新预览。
+            ① <strong>生成预览</strong>：读取合约 USDT <strong>可用余额快照</strong>并计算计划（不下单）。预览有效期 <strong>{{ trend_pullback_preview_ttl }} 秒</strong>。<br>
-    </div>
+            ② <strong>确认执行</strong>：市价首仓 50% + 挂交易所止损；首仓后可<strong>手动保本</strong>（默认均价+{{ trend_manual_breakeven_offset_pct }}%）；剩余 50% 在止损与补仓区间之间共 {{ trend_pullback_dca_legs }} 档（做多为<strong>上沿</strong>、做空为<strong>下沿</strong>；程序可能因最小张数自动减档）市价补仓；<strong>止盈由程序监控</strong>。<br>
+            确认执行时若当前可用余额与预览快照相对偏差 &gt; <strong>{{ trend_preview_max_drift_pct }}%</strong> 会拒绝并要求重新预览。
+        </div>
+    </details>
     {% if trend_dca_probes %}
     {% for p in trend_dca_probes %}
     {% if p.trigger_reached and p.block_reason %}