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):
+def _active_trend_plan_position_keys(conn):
-    """交易所有持仓但未匹配 order_monitors.status=active（与中控 Agent 持仓对齐提示）。"""
+    """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

crypto_monitor_gate_bot/scripts/backup_db_now.py

@@ -0,0 +1,69 @@
+#!/usr/bin/env python3
+"""One-shot SQLite backup before code deploy. Reads DB_PATH from .env (default crypto.db)."""
+from __future__ import annotations
+
+import os
+import shutil
+import sqlite3
+from datetime import datetime
+from pathlib import Path
+
+PROJECT_DIR = Path(__file__).resolve().parent.parent
+
+
+def _read_env_db_path() -> Path:
+    env_file = PROJECT_DIR / ".env"
+    default = PROJECT_DIR / "crypto.db"
+    if not env_file.is_file():
+        return default
+    for line in env_file.read_text(encoding="utf-8", errors="replace").splitlines():
+        line = line.strip()
+        if not line or line.startswith("#") or "=" not in line:
+            continue
+        key, val = line.split("=", 1)
+        if key.strip() != "DB_PATH":
+            continue
+        val = val.strip().strip('"').strip("'")
+        p = Path(val)
+        return p if p.is_absolute() else PROJECT_DIR / p
+    return default
+
+
+def main() -> int:
+    db_path = _read_env_db_path()
+    if not db_path.is_file():
+        print(f"error: database not found: {db_path}")
+        return 1
+    stamp = datetime.now().strftime("%Y%m%d_%H%M%S")
+    dest_dir = PROJECT_DIR / "backups" / stamp
+    dest_dir.mkdir(parents=True, exist_ok=True)
+    dest = dest_dir / db_path.name
+    try:
+        src = sqlite3.connect(str(db_path))
+        dst = sqlite3.connect(str(dest))
+        src.backup(dst)
+        dst.close()
+        src.close()
+        method = "sqlite3 backup"
+    except Exception:
+        shutil.copy2(db_path, dest)
+        method = "file copy"
+    manifest = dest_dir / "manifest.txt"
+    manifest.write_text(
+        "\n".join(
+            [
+                f"project_dir={PROJECT_DIR}",
+                f"source_db={db_path}",
+                f"backup_file={dest}",
+                f"method={method}",
+                f"created_at={stamp}",
+            ]
+        ),
+        encoding="utf-8",
+    )
+    print(f"ok: {dest} ({method})")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())