fix(gate_bot): exclude active trend plans from orphan position warning

Trend pullback plans manage positions before order_monitors handoff; treat them as covered and add a pre-deploy DB backup script.

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

crypto_monitor_gate_bot/app.py

@@ -3632,8 +3632,36 @@ def _active_monitor_position_keys(active_orders):
     return covered
 
 
-def collect_orphan_exchange_positions(active_orders):
-    """交易所有持仓但未匹配 order_monitors.status=active（与中控 Agent 持仓对齐提示）。"""
+def _active_trend_plan_position_keys(conn):
+    """运行中的趋势回调计划已开仓时，持仓由计划表管理而非 order_monitors。"""
+    covered = set()
+    if conn is None:
+        return covered
+    try:
+        rows = conn.execute(
+            "SELECT symbol, exchange_symbol, direction FROM trend_pullback_plans "
+            "WHERE status='active' AND COALESCE(first_order_done, 0) != 0"
+        ).fetchall()
+    except Exception:
+        return covered
+    for r in rows:
+        sym = (r["symbol"] or "").strip()
+        ex = (r["exchange_symbol"] or normalize_exchange_symbol(sym)).strip()
+        direction = (r["direction"] or "long").lower()
+        for s in (ex, sym, _unified_symbol_for_match(ex), _unified_symbol_for_match(sym)):
+            if s:
+                covered.add((s, direction))
+    return covered
+
+
+def _strategy_managed_position_keys(active_orders, conn=None):
+    covered = _active_monitor_position_keys(active_orders)
+    covered |= _active_trend_plan_position_keys(conn)
+    return covered
+
+
+def collect_orphan_exchange_positions(active_orders, conn=None):
+    """交易所有持仓但未匹配本地策略/监控（order_monitors 或运行中趋势计划）。"""
     from hub_position_metrics import (
         parse_position_mark_price,
         position_contracts,
@@ -3643,7 +3671,7 @@ def collect_orphan_exchange_positions(active_orders):
     rows = _fetch_all_swap_positions_live()
     if not rows:
         return []
-    covered = _active_monitor_position_keys(active_orders)
+    covered = _strategy_managed_position_keys(active_orders, conn)
     orphans = []
     seen = set()
     for p in rows:
@@ -5639,7 +5667,7 @@ def render_main_page(page="trade"):
     orphan_positions: list = []
     if page == "trade":
         try:
-            orphan_positions = collect_orphan_exchange_positions(order_list)
+            orphan_positions = collect_orphan_exchange_positions(order_list, conn)
         except Exception as exc:
             print(f"[render_main_page] orphan positions: {exc}")
     conn.close()
@@ -6160,6 +6188,19 @@ def api_order_relink_orphan():
     if active:
         conn.close()
         return jsonify({"ok": True, "msg": "已有运行中的监控", "order_id": int(active["id"])})
+    trend_plan = conn.execute(
+        "SELECT id FROM trend_pullback_plans WHERE status='active' AND symbol=? AND direction=? "
+        "AND COALESCE(first_order_done, 0) != 0 LIMIT 1",
+        (symbol, direction),
+    ).fetchone()
+    if trend_plan:
+        conn.close()
+        return jsonify(
+            {
+                "ok": False,
+                "msg": f"该持仓由趋势回调计划 #{int(trend_plan['id'])} 管理，请在策略页操作",
+            }
+        ), 400
     row = conn.execute(
         """
         SELECT * FROM order_monitors