修改币种精度

crypto_monitor_binance/app.py

@@ -239,10 +239,10 @@ def _wechat_trading_capital_text(fallback=None):
     except Exception:
         trading_capital = None
     if trading_capital is not None:
-        return f"{round(float(trading_capital), 4)}U"
+        return f"{round(float(trading_capital), FUNDS_DECIMALS)}U"
     if fallback is not None:
         try:
-            return f"{round(float(fallback), 4)}U"
+            return f"{round(float(fallback), FUNDS_DECIMALS)}U"
         except Exception:
             pass
     return "-"
@@ -271,7 +271,7 @@ def build_wechat_close_message(
     try:
         if pnl_amount is not None:
             pv = float(pnl_amount)
-            pnl_disp = f"{'+' if pv > 0 else ''}{round(pv, 4)} U"
+            pnl_disp = f"{'+' if pv > 0 else ''}{round(pv, FUNDS_DECIMALS)} U"
         else:
             pnl_disp = "-"
     except (TypeError, ValueError):
@@ -1352,19 +1352,19 @@ def _compute_period_metrics(trades):
     closed = len(trades)
     wins = sum(1 for p, _, _ in trades if p > 0)
     losses = sum(1 for p, _, _ in trades if p < 0)
-    net = round(sum(p for p, _, _ in trades), 4)
+    net = round(sum(p for p, _, _ in trades), FUNDS_DECIMALS)
     loss_sum_raw = sum(p for p, _, _ in trades if p < 0)
-    loss_sum_u = round(abs(loss_sum_raw), 4) if loss_sum_raw < 0 else 0.0
+    loss_sum_u = round(abs(loss_sum_raw), FUNDS_DECIMALS) if loss_sum_raw < 0 else 0.0
     neg_pnls = [p for p, _, _ in trades if p < 0]
     pos_pnls = [p for p, _, _ in trades if p > 0]
-    max_single_loss = round(min(neg_pnls), 4) if neg_pnls else None
+    max_single_loss = round(min(neg_pnls), FUNDS_DECIMALS) if neg_pnls else None
-    max_single_profit = round(max(pos_pnls), 4) if pos_pnls else None
+    max_single_profit = round(max(pos_pnls), FUNDS_DECIMALS) if pos_pnls else None
     cum = peak = max_dd = 0.0
     for p, _, _ in trades:
         cum += p
         peak = max(peak, cum)
         max_dd = max(max_dd, peak - cum)
-    max_dd = round(max_dd, 4)
+    max_dd = round(max_dd, FUNDS_DECIMALS)
     streak = 0
     for p, _, _ in reversed(trades):
         if p < 0:
@@ -1388,7 +1388,7 @@ def _compute_period_metrics(trades):
             else:
                 run = 0
         worst_day = min(daily.keys(), key=lambda x: daily[x])
-        worst_day_pnl = round(daily[worst_day], 4)
+        worst_day_pnl = round(daily[worst_day], FUNDS_DECIMALS)
     win_rate_pct = round(wins / (wins + losses) * 100, 2) if (wins + losses) else None
     return {
         "closed_count": closed,
@@ -1619,10 +1619,10 @@ def update_session_capital(conn, session_date, pnl_amount):
     new_capital = float(session_row["current_capital"]) + float(pnl_amount)
     conn.execute(
         "UPDATE trading_sessions SET current_capital = ?, updated_at = CURRENT_TIMESTAMP WHERE session_date = ?",
-        (round(new_capital, 4), session_date)
+        (round(new_capital, FUNDS_DECIMALS), session_date)
     )
     conn.commit()
-    return round(new_capital, 4)
+    return round(new_capital, FUNDS_DECIMALS)
 
 
 def calc_hold_seconds(opened_at_str, closed_at_dt):
@@ -1684,17 +1684,66 @@ def to_effective_trade_dict(row):
     return item
 
 
+# USDT 等资金类：展示与入库舍入统一为 2 位小数（与交易所常见口径一致）
+FUNDS_DECIMALS = 2
+
+
+def format_funds_u(value):
+    if value in (None, ""):
+        return "-"
+    try:
+        return f"{float(value):.{FUNDS_DECIMALS}f}"
+    except (TypeError, ValueError):
+        return str(value)
+
+
+def round_funds(value):
+    try:
+        return round(float(value), FUNDS_DECIMALS)
+    except (TypeError, ValueError):
+        return None
+
+
+def _ccxt_swap_symbol_for_precision(symbol):
+    """解析为 ccxt markets 中的永续 symbol，供 price_to_precision 使用。"""
+    raw = (symbol or "").strip()
+    if not raw:
+        return None
+    try:
+        ensure_markets_loaded()
+        markets = getattr(exchange, "markets", {}) or {}
+    except Exception:
+        return None
+    upper = raw.upper().replace(" ", "")
+    candidates = []
+    candidates.append(normalize_exchange_symbol(raw))
+    if upper.endswith("USDT") and len(upper) > 4 and "/" not in raw and ":" not in raw:
+        candidates.append(f"{upper[:-4]}/USDT:USDT")
+    if "/" not in raw and ":" not in raw and upper.isalnum() and not upper.endswith("USDT"):
+        candidates.append(f"{upper}/USDT:USDT")
+    for c in candidates:
+        if c and c in markets:
+            return c
+    return None
+
+
 def format_price_for_symbol(symbol, value):
     if value in (None, ""):
         return "-"
     try:
         v = float(value)
-    except Exception:
+    except (TypeError, ValueError):
         return str(value)
     if v == 0:
         return "0"
+    try:
+        ex_sym = _ccxt_swap_symbol_for_precision(symbol)
+        if ex_sym:
+            return str(exchange.price_to_precision(ex_sym, v))
+    except Exception:
+        pass
     av = abs(v)
-    # 根据币价量级动态精度：低价币保留更多小数，高价币减少噪音位数
+    # 无法加载市场或无该合约时：按价格量级回退（尽量不阻断页面）
     if av >= 10000:
         d = 2
     elif av >= 100:
@@ -1734,7 +1783,7 @@ def calc_pnl(direction, trigger_price, exit_price, margin_capital, leverage):
             pnl_ratio = (trigger - exit_p) / trigger
         else:
             pnl_ratio = (exit_p - trigger) / trigger
-        return round(margin * lev * pnl_ratio, 4)
+        return round(margin * lev * pnl_ratio, FUNDS_DECIMALS)
     except Exception:
         return 0.0
 
@@ -1784,7 +1833,7 @@ def calc_risk_amount_from_plan(direction, entry_price, stop_loss, margin_capital
         notional = float(margin_capital) * float(leverage)
         if notional <= 0:
             return None
-        return round(notional * rf, 6)
+        return round(notional * rf, FUNDS_DECIMALS)
     except Exception:
         return None
 
@@ -1910,7 +1959,7 @@ def enrich_order_item(raw_item, current_capital):
     notional = item.get("notional_value")
     ratio = item.get("position_ratio")
     if notional is None:
-        notional = round(margin * lev, 4) if margin and lev else 0
+        notional = round(margin * lev, FUNDS_DECIMALS) if margin and lev else 0
     if ratio is None:
         ratio = round(margin / current_capital * 100, 2) if current_capital else 0
     item["notional_value"] = notional
@@ -2083,7 +2132,7 @@ def friendly_exchange_error(err, available_usdt=None):
         or "margin" in low and ("not enough" in low or "不足" in msg)
         or "balance" in low and "insufficient" in low
     ):
-        tail = f"（当前交易账户可用约 {round(available_usdt, 4)}U）" if available_usdt is not None else ""
+        tail = f"（当前交易账户可用约 {round(available_usdt, FUNDS_DECIMALS)}U）" if available_usdt is not None else ""
         return f"交易所下单失败：保证金不足 {tail}。请降低保证金/杠杆，或先划转USDT到合约账户。"
     clean = re.sub(r"\s+", " ", msg).strip()
     return f"交易所下单失败：{clean}"
@@ -2173,7 +2222,7 @@ def auto_transfer_once_per_day():
         conn.commit()
         conn.close()
         return
-    needed = round(max(target_amount - float(to_balance), 0), 4)
+    needed = round(max(target_amount - float(to_balance), 0), FUNDS_DECIMALS)
     if needed <= 0:
         conn.execute(
             "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
@@ -2185,12 +2234,12 @@ def auto_transfer_once_per_day():
     if from_balance is not None and from_balance < needed:
         conn.execute(
             "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"{AUTO_TRANSFER_FROM}账户USDT不足，需{needed}U，当前{round(from_balance,4)}U")
+            ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"{AUTO_TRANSFER_FROM}账户USDT不足，需{needed}U，当前{round(from_balance, FUNDS_DECIMALS)}U")
         )
         conn.commit()
         conn.close()
         send_wechat_msg(
-            f"自动划转失败：{AUTO_TRANSFER_FROM}余额不足，需{needed}U，当前{round(from_balance,4)}U\n"
+            f"自动划转失败：{AUTO_TRANSFER_FROM}余额不足，需{needed}U，当前{round(from_balance, FUNDS_DECIMALS)}U\n"
             f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
         )
         return
@@ -2688,12 +2737,20 @@ def parse_ccxt_position_metrics(position, order_leverage=None):
     mark = _coerce_float(p.get("markPrice"), p.get("mark_price"), info.get("mark_price"), info.get("markPrice"))
     out = {}
     if initial is not None and initial > 0:
-        out["initial_margin"] = round(initial, 4)
+        out["initial_margin"] = round(initial, FUNDS_DECIMALS)
     if notional is not None and notional > 0:
-        out["notional"] = round(notional, 4)
+        out["notional"] = round(notional, FUNDS_DECIMALS)
     if unrealized is not None:
-        out["unrealized_pnl"] = round(unrealized, 6)
+        out["unrealized_pnl"] = round(unrealized, FUNDS_DECIMALS)
     if mark is not None and mark > 0:
+        ps = p.get("symbol")
+        try:
+            ex_sym = _ccxt_swap_symbol_for_precision(ps or "")
+            if ex_sym:
+                out["mark_price"] = float(exchange.price_to_precision(ex_sym, mark))
+            else:
+                out["mark_price"] = round(mark, 8)
+        except Exception:
             out["mark_price"] = round(mark, 8)
     return out or None
 
@@ -3817,8 +3874,8 @@ def render_main_page(page="trade"):
     local_current_capital = float(session_row["current_capital"])
     funding_capital, trading_capital = get_exchange_capitals()
     # 资金账户：仅展示交易所读取结果（含 0）。不可用 TOTAL_CAPITAL 兜底，否则会与实盘不符。
-    funding_usdt = round(funding_capital, 4) if funding_capital is not None else None
+    funding_usdt = round(funding_capital, FUNDS_DECIMALS) if funding_capital is not None else None
-    current_capital = round(trading_capital, 4) if trading_capital is not None else round(local_current_capital, 4)
+    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)
     key_list = conn.execute("SELECT * FROM key_monitors").fetchall()
     key_history = conn.execute("SELECT * FROM key_monitor_history ORDER BY id DESC LIMIT 80").fetchall()
@@ -3880,6 +3937,7 @@ def render_main_page(page="trade"):
         breakeven_offset_pct=BREAKEVEN_OFFSET_PCT,
         occupied_miss_total=occupied_miss_total,
         price_fmt=format_price_for_symbol,
+        funds_fmt=format_funds_u,
         entry_reason_options=list(ENTRY_REASON_OPTIONS),
         entry_reason_other_value=ENTRY_REASON_OTHER,
         exchange_display=EXCHANGE_DISPLAY_NAME,
@@ -3919,8 +3977,8 @@ def api_account_snapshot():
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
     funding_capital, trading_capital = get_exchange_capitals(force=True)
-    funding_usdt = round(funding_capital, 4) if funding_capital is not None else None
+    funding_usdt = round(funding_capital, FUNDS_DECIMALS) if funding_capital is not None else None
-    current_capital = round(trading_capital, 4) if trading_capital is not None else round(local_current_capital, 4)
+    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 = conn.execute("SELECT COUNT(*) FROM order_monitors WHERE status='active'").fetchone()[0]
     conn.close()
@@ -3929,7 +3987,7 @@ def api_account_snapshot():
     return jsonify({
         "funding_usdt": funding_usdt,
         "current_capital": current_capital,
-        "available_trading_usdt": round(available_trading_usdt, 4) if available_trading_usdt is not None else None,
+        "available_trading_usdt": round(available_trading_usdt, FUNDS_DECIMALS) if available_trading_usdt is not None else None,
         "recommended_capital": recommended_capital,
         "active_count": active_count,
         "can_trade": can_trade,
@@ -3995,19 +4053,21 @@ def api_price_snapshot():
                     vol_now = round(float(gate.get("vol_break") or 0), 4)
                     vol_avg = round(float(gate.get("avg20") or 0), 4)
                     amp_pct = round(float(gate.get("amp_pct") or 0), 4)
-                    cfm_close = round(float(gate.get("confirm_close") or 0), 8)
+                    cfm_close = float(gate.get("confirm_close") or 0)
-                    edge = round(float(gate.get("edge_price") or 0), 8)
+                    edge = float(gate.get("edge_price") or 0)
                     gate_metrics = (
                         f"量值:{vol_now}/{vol_avg} "
                         f"幅值:{amp_pct}% "
-                        f"二确值:{cfm_close}@{edge}"
+                        f"二确值:{format_price_for_symbol(r['symbol'], cfm_close)}@{format_price_for_symbol(r['symbol'], edge)}"
                     )
                 except Exception:
                     gate_metrics = ""
+        sym_k = r["symbol"]
         key_prices.append({
             "id": r["id"],
-            "symbol": r["symbol"],
+            "symbol": sym_k,
             "price": round(price, 6),
+            "price_display": format_price_for_symbol(sym_k, price),
             "upper_diff": upper_diff,
             "upper_pct": upper_pct,
             "lower_diff": lower_diff,
@@ -4026,7 +4086,7 @@ def api_price_snapshot():
         leverage = float(r["leverage"] or 0)
         entry = float(r["trigger_price"] or 0)
         pnl = calc_pnl(r["direction"], entry, price, margin, leverage) if entry > 0 else 0
-        pnl_pct = round((pnl / margin * 100), 4) if margin > 0 else 0
+        pnl_pct = round((pnl / margin * 100), 2) if margin > 0 else 0
         rr_ratio = calc_rr_ratio(r["direction"], entry, r["initial_stop_loss"] or r["stop_loss"], r["take_profit"])
         ex_sym = resolve_monitor_exchange_symbol(r)
         prow = _select_live_position_row(all_swap_positions, ex_sym, r["direction"])
@@ -4036,13 +4096,15 @@ def api_price_snapshot():
             "id": r["id"],
             "symbol": r["symbol"],
             "price": round(price, 6),
-            "float_pnl": round(pnl, 6),
+            "price_display": format_price_for_symbol(ex_sym, price),
+            "float_pnl": round(pnl, FUNDS_DECIMALS),
             "float_pct": pnl_pct,
             "rr_ratio": rr_ratio,
-            "plan_margin": round(margin, 4) if margin else None,
+            "plan_margin": round(margin, FUNDS_DECIMALS) if margin else None,
             "exchange_initial_margin": None,
             "exchange_notional": None,
             "exchange_mark_price": None,
+            "exchange_mark_price_display": None,
             "pnl_source": "plan",
         }
         if ex_metrics:
@@ -4051,13 +4113,15 @@ def api_price_snapshot():
             if ex_metrics.get("notional") is not None:
                 payload["exchange_notional"] = ex_metrics["notional"]
             if ex_metrics.get("mark_price") is not None:
-                payload["exchange_mark_price"] = ex_metrics["mark_price"]
+                mp = ex_metrics["mark_price"]
+                payload["exchange_mark_price"] = mp
+                payload["exchange_mark_price_display"] = format_price_for_symbol(ex_sym, mp)
             if ex_metrics.get("unrealized_pnl") is not None:
-                payload["float_pnl"] = round(float(ex_metrics["unrealized_pnl"]), 6)
+                payload["float_pnl"] = round(float(ex_metrics["unrealized_pnl"]), FUNDS_DECIMALS)
                 payload["pnl_source"] = "exchange"
                 denom = ex_metrics.get("initial_margin") or margin
                 payload["float_pct"] = (
-                    round((payload["float_pnl"] / float(denom)) * 100, 4) if denom and float(denom) > 0 else pnl_pct
+                    round((payload["float_pnl"] / float(denom)) * 100, 2) if denom and float(denom) > 0 else pnl_pct
                 )
         order_prices.append(payload)
 
@@ -4109,7 +4173,7 @@ def api_order_defaults():
         "exchange_symbol": exchange_symbol,
         "direction": direction,
         "leverage": leverage,
-        "available_trading_usdt": round(available, 4) if available is not None else None
+        "available_trading_usdt": round(available, FUNDS_DECIMALS) if available is not None else None
     })
 
 
@@ -4122,7 +4186,7 @@ def order_focus():
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
     _, trading_capital_live = get_exchange_capitals()
-    current_capital = round(trading_capital_live, 4) if trading_capital_live is not None else round(local_current_capital, 4)
+    current_capital = round(trading_capital_live, FUNDS_DECIMALS) if trading_capital_live is not None else round(local_current_capital, FUNDS_DECIMALS)
     raw_orders = conn.execute("SELECT * FROM order_monitors WHERE status='active' ORDER BY id DESC").fetchall()
     conn.close()
     orders = [enrich_order_item(row_to_dict(r), current_capital) for r in raw_orders]
@@ -4161,7 +4225,7 @@ def api_order_kline():
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
     _, trading_capital_live = get_exchange_capitals()
-    current_capital = round(trading_capital_live, 4) if trading_capital_live is not None else round(local_current_capital, 4)
+    current_capital = round(trading_capital_live, FUNDS_DECIMALS) if trading_capital_live is not None else round(local_current_capital, FUNDS_DECIMALS)
     row = conn.execute("SELECT * FROM order_monitors WHERE id=? AND status='active'", (order_id,)).fetchone()
     conn.close()
     if not row:
@@ -4194,7 +4258,7 @@ def api_order_kline():
     leverage = float(order_item.get("leverage") or 0)
     entry = float(order_item.get("trigger_price") or 0)
     float_pnl = calc_pnl(order_item.get("direction") or "long", entry, current_price, margin, leverage) if current_price else 0
-    float_pct = round((float_pnl / margin * 100), 4) if margin > 0 else 0
+    float_pct = round((float_pnl / margin * 100), 2) if margin > 0 else 0
 
     return jsonify({
         "ok": True,
@@ -4207,13 +4271,17 @@ def api_order_kline():
             "trigger_price": order_item.get("trigger_price"),
             "stop_loss": order_item.get("stop_loss"),
             "take_profit": order_item.get("take_profit"),
+            "trigger_price_display": format_price_for_symbol(exchange_symbol, order_item.get("trigger_price")),
+            "stop_loss_display": format_price_for_symbol(exchange_symbol, order_item.get("stop_loss")),
+            "take_profit_display": format_price_for_symbol(exchange_symbol, order_item.get("take_profit")),
             "margin_capital": order_item.get("margin_capital"),
             "leverage": order_item.get("leverage"),
             "position_ratio": order_item.get("position_ratio"),
             "rr_ratio": order_item.get("rr_ratio"),
             "breakeven_enabled": bool(int(order_item.get("breakeven_enabled") or 0)),
             "current_price": round(float(current_price), 8) if current_price else None,
-            "float_pnl": round(float(float_pnl), 6),
+            "current_price_display": format_price_for_symbol(exchange_symbol, current_price) if current_price else None,
+            "float_pnl": round(float(float_pnl), FUNDS_DECIMALS),
             "float_pct": float_pct,
         },
         "candles": candles,
@@ -4311,6 +4379,8 @@ def api_key_kline():
             "direction": key_row["direction"] or "long",
             "upper": upper,
             "lower": lower,
+            "upper_display": format_price_for_symbol(exchange_symbol, upper) if upper is not None else None,
+            "lower_display": format_price_for_symbol(exchange_symbol, lower) if lower is not None else None,
             "notification_count": int(key_row["notification_count"] or 0),
             "upper_diff": upper_diff,
             "upper_pct": upper_pct,
@@ -4324,6 +4394,7 @@ def api_key_kline():
         "timeframe": timeframe,
         "limit": limit,
         "current_price": round(float(current_price), 8) if current_price is not None else None,
+        "current_price_display": format_price_for_symbol(exchange_symbol, current_price) if current_price is not None else None,
         "key_monitor": key_info,
         "candles": candles,
         "updated_at": app_now_str(),
@@ -4466,18 +4537,18 @@ def add_order():
         flash("止损方向不合法：请检查入场方向与止损价格关系")
         return redirect("/")
     risk_percent = max(0.01, float(RISK_PERCENT))
-    risk_amount = round(capital_base * risk_percent / 100.0, 4)
+    risk_amount = round(capital_base * risk_percent / 100.0, FUNDS_DECIMALS)
-    notional_value = round(risk_amount / risk_fraction, 4)
+    notional_value = round(risk_amount / risk_fraction, FUNDS_DECIMALS)
-    margin_capital = round(notional_value / leverage, 4)
+    margin_capital = round(notional_value / leverage, FUNDS_DECIMALS)
     if capital_base and margin_capital > capital_base:
         conn.close()
         flash("以损定仓后保证金超过当前交易资金，请放宽止损或降低风险比例")
         return redirect("/")
     if available_usdt is not None:
-        max_margin = round(max(available_usdt * FULL_MARGIN_BUFFER_RATIO, 0), 4)
+        max_margin = round(max(available_usdt * FULL_MARGIN_BUFFER_RATIO, 0), FUNDS_DECIMALS)
         if margin_capital > max_margin:
             conn.close()
-            flash(f"保证金不足：交易账户可用约 {round(available_usdt,4)}U，当前最多建议 {max_margin}U")
+            flash(f"保证金不足：交易账户可用约 {round(available_usdt, FUNDS_DECIMALS)}U，当前最多建议 {max_margin}U")
             return redirect("/")
     position_ratio = round(margin_capital / capital_base * 100, 2) if capital_base else 0
     try:
@@ -4592,9 +4663,9 @@ def add_order():
 
     _, trading_capital_after = get_exchange_capitals(force=True)
     account_base_display = (
-        round(float(trading_capital_after), 4)
+        round(float(trading_capital_after), FUNDS_DECIMALS)
         if trading_capital_after is not None
-        else round(float(capital_base), 4)
+        else round(float(capital_base), FUNDS_DECIMALS)
     )
     account_name = (os.getenv("BINANCE_ACCOUNT_LABEL") or "binance实盘账户").strip()
     dir_text = "多头（long）" if direction == "long" else "空头（short）"
@@ -4620,7 +4691,7 @@ def add_order():
         "🧾 订单基础信息",
         f"🔖 交易所订单 ID：{open_order_id}",
         f"📈 交易风格：{style_zh}",
-        f"⚠️ 单笔风控风险：{risk_percent}% ≈ {round(float(risk_amount_final), 4)} U",
+        f"⚠️ 单笔风控风险：{risk_percent}% ≈ {round(float(risk_amount_final), FUNDS_DECIMALS)} U",
         "📊 仓位配置详情",
         f"账户基数：{account_base_display} USDT",
         f"合约杠杆：{leverage} 倍",
@@ -5350,7 +5421,7 @@ def api_trade_record_review_update():
         reviewed_closed_at,
         reviewed_stop_loss,
         reviewed_take_profit,
-        round(reviewed_pnl_amount, 4),
+        round(reviewed_pnl_amount, FUNDS_DECIMALS),
         reviewed_result or None,
         reviewed_miss_reason or None,
         hold_seconds,

crypto_monitor_binance/templates/index.html

@@ -130,14 +130,14 @@
         <div class="stat-item"><div class="label">开单次数</div><div class="value">{{ s.opens_count }}</div></div>
         <div class="stat-item"><div class="label">平仓笔数</div><div class="value">{{ s.closed_count }}</div></div>
         <div class="stat-item"><div class="label">胜率</div><div class="value">{% if s.win_rate_pct is not none %}{{ s.win_rate_pct }}%{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">净盈亏(U)</div><div class="value">{{ s.net_pnl_u }}</div></div>
+        <div class="stat-item"><div class="label">净盈亏(U)</div><div class="value">{{ funds_fmt(s.net_pnl_u) }}</div></div>
-        <div class="stat-item"><div class="label">亏损额合计(U)</div><div class="value">{{ s.loss_sum_u }}</div></div>
+        <div class="stat-item"><div class="label">亏损额合计(U)</div><div class="value">{{ funds_fmt(s.loss_sum_u) }}</div></div>
-        <div class="stat-item"><div class="label">单笔最大亏损(U)</div><div class="value">{% if s.max_single_loss is not none %}{{ s.max_single_loss }}{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">单笔最大亏损(U)</div><div class="value">{% if s.max_single_loss is not none %}{{ funds_fmt(s.max_single_loss) }}{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">单笔最大盈利(U)</div><div class="value">{% if s.max_single_profit is not none %}{{ s.max_single_profit }}{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">单笔最大盈利(U)</div><div class="value">{% if s.max_single_profit is not none %}{{ funds_fmt(s.max_single_profit) }}{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">最大回撤(U)</div><div class="value">{{ s.max_drawdown_u }}</div></div>
+        <div class="stat-item"><div class="label">最大回撤(U)</div><div class="value">{{ funds_fmt(s.max_drawdown_u) }}</div></div>
         <div class="stat-item"><div class="label">当前连续亏损笔数</div><div class="value">{{ s.consecutive_losses }}</div></div>
         <div class="stat-item"><div class="label">最长连续亏损(交易日)</div><div class="value">{{ s.max_loss_streak_days }} 天</div></div>
-        <div class="stat-item"><div class="label">期内最大亏损日</div><div class="value">{% if s.worst_day %}{{ s.worst_day }}（{{ s.worst_day_pnl }}U）{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">期内最大亏损日</div><div class="value">{% if s.worst_day %}{{ s.worst_day }}（{{ funds_fmt(s.worst_day_pnl) }}U）{% else %}-{% endif %}</div></div>
     </div>
 </div>
 {% endmacro %}
@@ -165,9 +165,9 @@
         <div class="stat-item"><div class="label">总交易</div><div class="value">{{ total }}</div></div>
         <div class="stat-item"><div class="label">错过次数</div><div class="value">{{ miss_count }}</div></div>
         <div class="stat-item"><div class="label">胜率</div><div class="value">{{ rate }}%</div></div>
-        <div class="stat-item"><div class="label">资金账户(USDT)</div><div class="value" id="total-capital">{% if funding_usdt is not none %}{{ funding_usdt }}U{% else %}—{% endif %}</div></div>
+        <div class="stat-item"><div class="label">资金账户(USDT)</div><div class="value" id="total-capital">{% if funding_usdt is not none %}{{ funds_fmt(funding_usdt) }}U{% else %}—{% endif %}</div></div>
         <div class="stat-item"><div class="label">交易日</div><div class="value">{{ trading_day }}</div></div>
-        <div class="stat-item"><div class="label">当日资金(交易账户)</div><div class="value" id="current-capital">{{ current_capital }}U</div></div>
+        <div class="stat-item"><div class="label">当日资金(交易账户)</div><div class="value" id="current-capital">{{ funds_fmt(current_capital) }}U</div></div>
     </div>
     <div class="rule-tip">实时价格更新时间：<span id="price-last-updated">--</span>（北京时间 UTC+8）</div>
 
@@ -300,14 +300,14 @@
                 <div class="list-item">
                     <div><strong>{{ o.symbol }}</strong> | <span class="badge direction">{{ '做多' if o.direction == 'long' else '做空' }}</span></div>
                     <div>
-                        风格:{{ o.trade_style or 'trend' }} | 风险:{{ o.risk_percent or '-' }}%≈{{ o.risk_amount or '-' }}U
+                        风格:{{ o.trade_style or 'trend' }} | 风险:{{ o.risk_percent or '-' }}%≈{{ funds_fmt(o.risk_amount) if o.risk_amount is not none else '-' }}U
-                        | {% if o.breakeven_enabled %}移动保本:开 {{ o.breakeven_rr_trigger or '-' }}R→{{ o.breakeven_price or '-' }}{% else %}移动保本:关{% endif %}
+                        | {% if o.breakeven_enabled %}移动保本:开 {{ o.breakeven_rr_trigger or '-' }}R→{{ price_fmt(o.symbol, o.breakeven_price) }}{% else %}移动保本:关{% endif %}
                         <br>
-                        成交:{{ o.trigger_price }} 止损:{{ o.stop_loss }} 止盈:{{ o.take_profit }}
+                        成交:{{ price_fmt(o.symbol, o.trigger_price) }} 止损:{{ price_fmt(o.symbol, o.stop_loss) }} 止盈:{{ price_fmt(o.symbol, o.take_profit) }}
                         | 盈亏比:<span id="order-rr-{{ o.id }}">{% if o.rr_ratio is not none %}1:{{ '%.2f'|format(o.rr_ratio) }}{% else %}-{% endif %}</span>
                         | 现价:<span id="order-price-{{ o.id }}">-</span>
                         | 浮盈亏:<span id="order-pnl-{{ o.id }}">-</span>
-                        | 计划基数:{{ o.margin_capital }}U | 所保证金:<span id="order-ex-margin-{{ o.id }}">-</span>
+                        | 计划基数:{{ funds_fmt(o.margin_capital) if o.margin_capital is not none else '-' }}U | 所保证金:<span id="order-ex-margin-{{ o.id }}">-</span>
                         | 杠杆:{{ o.leverage }}x | 仓位占比:{{ o.position_ratio }}%
                     </div>
                     <a href="/del_order/{{ o.id }}" class="btn-del" onclick="return confirm('删除会触发手动平仓，继续？')">平仓</a>
@@ -335,18 +335,18 @@
                     <td>{{ r.symbol }}</td>
                     <td>{{ r.monitor_type }}</td>
                     <td><span class="badge {{ 'direction-long' if r.direction == 'long' else 'direction-short' }}">{{ '做多' if r.direction == 'long' else '做空' }}</span></td>
-                    <td>{{ r.trigger_price }}</td>
+                    <td>{{ price_fmt(r.symbol, r.trigger_price) }}</td>
                     {% set stop_show = r.effective_stop_loss or r.initial_stop_loss or r.stop_loss %}
                     {% set tp_show = r.effective_take_profit or r.take_profit %}
                     <td>{{ price_fmt(r.symbol, stop_show) }}</td>
                     <td>{{ price_fmt(r.symbol, tp_show) }}</td>
-                    <td>{{ r.margin_capital or '-' }}</td>
+                    <td>{% if r.margin_capital is not none and r.margin_capital != '' %}{{ funds_fmt(r.margin_capital) }}{% else %}-{% endif %}</td>
                     <td>{{ r.leverage or '-' }}</td>
                     <td>{{ r.effective_hold_minutes or 0 }}</td>
                     <td>{{ (r.effective_opened_at or '-')[:16] }}</td>
                     <td>{{ (r.effective_closed_at or r.created_at or '-')[:16] }}</td>
                     {% set pnl_val = (r.effective_pnl_amount or 0)|float %}
-                    <td><span class="{{ 'pnl-profit' if pnl_val > 0 else ('pnl-loss' if pnl_val < 0 else '') }}">{{ r.effective_pnl_amount or 0 }}</span></td>
+                    <td><span class="{{ 'pnl-profit' if pnl_val > 0 else ('pnl-loss' if pnl_val < 0 else '') }}">{{ funds_fmt(r.effective_pnl_amount or 0) }}</span></td>
                     <td>
                         {% set effective_result = r.effective_result %}
                         {% if effective_result in ["止盈","保本止盈","移动止盈"] %}<span class="badge profit">{{ effective_result }}</span>
@@ -1091,7 +1091,7 @@ setTimeout(() => {
 let latestAvailableUsdt = null;
 const lastPriceMap = {};
 
-function formatSigned(v, digits=4){
+function formatSigned(v, digits=2){
     if(v === null || typeof v === "undefined" || Number.isNaN(Number(v))) return "-";
     const n = Number(v);
     const sign = n > 0 ? "+" : "";
@@ -1121,7 +1121,7 @@ function refreshPriceSnapshot(){
         (data.key_prices || []).forEach(k=>{
             const pEl = document.getElementById(`key-price-${k.id}`);
             if(pEl){
-                pEl.innerText = Number(k.price).toFixed(6);
+                pEl.innerText = k.price_display || (Number.isFinite(Number(k.price)) ? Number(k.price).toFixed(6) : "-");
                 paintPriceTrend(pEl, `k-${k.id}`, Number(k.price));
             }
             const upEl = document.getElementById(`key-up-diff-${k.id}`);
@@ -1146,17 +1146,25 @@ function refreshPriceSnapshot(){
             const pEl = document.getElementById(`order-price-${o.id}`);
             if(pEl){
                 const hasMark = (()=>{ const x = o.exchange_mark_price; if(x===null||x===undefined||x==="")return false; const n=Number(x); return !Number.isNaN(n); })();
+                let disp = "";
+                if(hasMark && o.exchange_mark_price_display){
+                    disp = o.exchange_mark_price_display;
+                } else if(o.price_display){
+                    disp = o.price_display;
+                } else {
                     const px = hasMark ? Number(o.exchange_mark_price) : Number(o.price);
-                const decimals = hasMark ? 8 : 6;
+                    disp = Number.isFinite(px) ? px.toFixed(6) : "-";
-                pEl.innerText = px.toFixed(decimals);
+                }
-                paintPriceTrend(pEl, `o-${o.id}`, px);
+                pEl.innerText = disp;
+                const pxNum = hasMark ? Number(o.exchange_mark_price) : Number(o.price);
+                paintPriceTrend(pEl, `o-${o.id}`, Number.isFinite(pxNum) ? pxNum : px);
             }
             const exM = document.getElementById(`order-ex-margin-${o.id}`);
             if(exM){
                 const mv = o.exchange_initial_margin;
                 const mn = (mv === null || mv === undefined || mv === "") ? NaN : Number(mv);
                 if(!Number.isNaN(mn)){
-                    exM.innerText = `${mn.toFixed(4)}U`;
+                    exM.innerText = `${mn.toFixed(2)}U`;
                 } else {
                     const prc = (typeof data.positions_raw_count === "number") ? data.positions_raw_count : null;
                     exM.innerText = (prc === 0) ? "无仓数据" : "-";
@@ -1164,7 +1172,7 @@ function refreshPriceSnapshot(){
             }
             const pnlEl = document.getElementById(`order-pnl-${o.id}`);
             if(pnlEl){
-                pnlEl.innerText = `${formatSigned(o.float_pnl, 4)}U (${formatSigned(o.float_pct, 2)}%)`;
+                pnlEl.innerText = `${formatSigned(o.float_pnl, 2)}U (${formatSigned(o.float_pct, 2)}%)`;
                 pnlEl.classList.remove("price-up","price-down","price-flat");
                 if(Number(o.float_pnl) > 0) pnlEl.classList.add("price-up");
                 else if(Number(o.float_pnl) < 0) pnlEl.classList.add("price-down");
@@ -1198,7 +1206,7 @@ function refreshOrderDefaults(){
             const fullEl = document.getElementById("use-full-margin");
             const marginEl = document.getElementById("order-margin");
             if(fullEl && marginEl && fullEl.checked){
-                const m = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(4);
+                const m = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(2);
                 marginEl.value = m;
             }
         }
@@ -1209,18 +1217,18 @@ function refreshAccountSnapshot(){
     fetch("/api/account_snapshot").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) ? "—" : `${data.funding_usdt}U`;
+            if(el) el.innerText = (data.funding_usdt === null || data.funding_usdt === undefined) ? "—" : `${Number(data.funding_usdt).toFixed(2)}U`;
         }
         if (typeof data.current_capital !== "undefined") {
             const el = document.getElementById("current-capital");
-            if(el) el.innerText = `${data.current_capital}U`;
+            if(el) el.innerText = `${Number(data.current_capital).toFixed(2)}U`;
         }
         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（有持仓或未到北京时间 {{ reset_hour }}:00）";
         const tip = document.getElementById("order-rule-tip");
-        const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt}U` : "";
+        const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt.toFixed(2)}U` : "";
         if(tip){
             tip.innerText = `规则：单仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${canTradeText}${avail}`;
         }
@@ -1236,7 +1244,7 @@ if(fullMarginEl){
     fullMarginEl.addEventListener("change", function(){
         const marginEl = document.getElementById("order-margin");
         if(marginEl && this.checked && latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)){
-            marginEl.value = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(4);
+            marginEl.value = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(2);
         }
     });
 }

crypto_monitor_binance/templates/key_focus_v2.html

@@ -166,7 +166,7 @@ function addLine(price, title, color){
 function paintMeta(data){
   const key = data.key_monitor || null;
   document.getElementById("m-symbol").innerText = data.symbol || "-";
-  document.getElementById("m-price").innerText = fmt(data.current_price,8);
+  document.getElementById("m-price").innerText = data.current_price_display || fmt(data.current_price,8);
 
   if(!key){
     document.getElementById("m-type").innerText = "未匹配到关键位";
@@ -180,8 +180,8 @@ function paintMeta(data){
 
   document.getElementById("m-type").innerText = key.monitor_type || "-";
   document.getElementById("m-direction").innerText = key.direction === "short" ? "做空" : "做多";
-  document.getElementById("m-upper").innerText = fmt(key.upper,8);
+  document.getElementById("m-upper").innerText = key.upper_display || fmt(key.upper,8);
-  document.getElementById("m-lower").innerText = fmt(key.lower,8);
+  document.getElementById("m-lower").innerText = key.lower_display || fmt(key.lower,8);
   document.getElementById("m-updiff").innerText = `${fmtSigned(key.upper_diff,4)} (${fmtSigned(key.upper_pct,2)}%)`;
   document.getElementById("m-lowdiff").innerText = `${fmtSigned(key.lower_diff,4)} (${fmtSigned(key.lower_pct,2)}%)`;
 }

crypto_monitor_binance/templates/order_focus.html

@@ -140,13 +140,13 @@ function addLine(price, title, color){
 function paintOrder(order){
     document.getElementById("m-symbol").innerText = order.symbol || "-";
     document.getElementById("m-direction").innerText = (order.direction === "short") ? "做空" : "做多";
-    document.getElementById("m-entry").innerText = fmt(order.trigger_price, 8);
+    document.getElementById("m-entry").innerText = order.trigger_price_display || fmt(order.trigger_price, 8);
-    document.getElementById("m-sl").innerText = fmt(order.stop_loss, 8);
+    document.getElementById("m-sl").innerText = order.stop_loss_display || fmt(order.stop_loss, 8);
-    document.getElementById("m-tp").innerText = fmt(order.take_profit, 8);
+    document.getElementById("m-tp").innerText = order.take_profit_display || fmt(order.take_profit, 8);
     document.getElementById("m-rr").innerText = (order.rr_ratio === null || typeof order.rr_ratio === "undefined") ? "-" : `1:${Number(order.rr_ratio).toFixed(2)}`;
-    document.getElementById("m-price").innerText = fmt(order.current_price, 8);
+    document.getElementById("m-price").innerText = order.current_price_display || fmt(order.current_price, 8);
     const pnlEl = document.getElementById("m-pnl");
-    pnlEl.innerText = `${fmt(order.float_pnl, 4)}U (${fmt(order.float_pct, 2)}%)`;
+    pnlEl.innerText = `${fmt(order.float_pnl, 2)}U (${fmt(order.float_pct, 2)}%)`;
     pnlEl.style.color = Number(order.float_pnl || 0) > 0 ? "#4cd97f" : (Number(order.float_pnl || 0) < 0 ? "#ff6666" : "#d6deff");
 }
 

crypto_monitor_binance/templates/order_focus_v2.html

@@ -142,15 +142,15 @@ function addLine(price, title, color){
 function paintOrder(order){
     document.getElementById("m-symbol").innerText = order.symbol || "-";
     document.getElementById("m-direction").innerText = (order.direction === "short") ? "做空" : "做多";
-    document.getElementById("m-entry").innerText = fmt(order.trigger_price, 8);
+    document.getElementById("m-entry").innerText = order.trigger_price_display || fmt(order.trigger_price, 8);
-    document.getElementById("m-sl").innerText = fmt(order.stop_loss, 8);
+    document.getElementById("m-sl").innerText = order.stop_loss_display || fmt(order.stop_loss, 8);
-    document.getElementById("m-tp").innerText = fmt(order.take_profit, 8);
+    document.getElementById("m-tp").innerText = order.take_profit_display || fmt(order.take_profit, 8);
     document.getElementById("m-rr").innerText = (order.rr_ratio === null || typeof order.rr_ratio === "undefined") ? "-" : `1:${Number(order.rr_ratio).toFixed(2)}`;
     document.getElementById("m-breakeven").innerText =
         (order.breakeven_enabled === false || order.breakeven_enabled === 0) ? "关闭" : "开启";
-    document.getElementById("m-price").innerText = fmt(order.current_price, 8);
+    document.getElementById("m-price").innerText = order.current_price_display || fmt(order.current_price, 8);
     const pnlEl = document.getElementById("m-pnl");
-    pnlEl.innerText = `${fmt(order.float_pnl, 4)}U (${fmt(order.float_pct, 2)}%)`;
+    pnlEl.innerText = `${fmt(order.float_pnl, 2)}U (${fmt(order.float_pct, 2)}%)`;
     pnlEl.style.color = Number(order.float_pnl || 0) > 0 ? "#4cd97f" : (Number(order.float_pnl || 0) < 0 ? "#ff6666" : "#d6deff");
 }
 

crypto_monitor_gate/app.py

@@ -238,10 +238,10 @@ def _wechat_trading_capital_text(fallback=None):
     except Exception:
         trading_capital = None
     if trading_capital is not None:
-        return f"{round(float(trading_capital), 4)}U"
+        return f"{round(float(trading_capital), 2)}U"
     if fallback is not None:
         try:
-            return f"{round(float(fallback), 4)}U"
+            return f"{round(float(fallback), 2)}U"
         except Exception:
             pass
     return "-"
@@ -265,12 +265,12 @@ def build_wechat_close_message(
     ep = format_price_for_symbol(symbol, trigger_price)
     cp = format_price_for_symbol(symbol, current_price)
     tp = format_price_for_symbol(symbol, take_profit)
-    sl = format_price_for_symbol(symbol, stop_loss)
+    sl = format_wechat_scalar_2dp(stop_loss)
     cap_txt = _wechat_trading_capital_text(session_capital_fallback)
     try:
         if pnl_amount is not None:
             pv = float(pnl_amount)
-            pnl_disp = f"{'+' if pv > 0 else ''}{round(pv, 4)} U"
+            pnl_disp = f"{'+' if pv > 0 else ''}{round(pv, 2)} U"
         else:
             pnl_disp = "-"
     except (TypeError, ValueError):
@@ -300,7 +300,7 @@ def build_wechat_close_message(
 
 
 def build_wechat_breakeven_message(symbol, direction, arm_txt, now_rr, locked_r, new_sl):
-    sl_fmt = format_price_for_symbol(symbol, new_sl)
+    sl_fmt = format_wechat_scalar_2dp(new_sl)
     return "\n".join(
         [
             f"# 🛡️ {symbol} 保护位更新",
@@ -975,6 +975,7 @@ def init_db():
                   breakeven_armed INTEGER DEFAULT 0, breakeven_price REAL,
                   notional_value REAL, position_ratio REAL, base_amount REAL,
                   order_amount REAL, exchange_order_id TEXT, exchange_close_order_id TEXT,
+                  exchange_margin_usdt REAL,
                   opened_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP, opened_at_ms INTEGER, session_date TEXT,
                   status TEXT DEFAULT "active")''')
 
@@ -1088,6 +1089,10 @@ def init_db():
         c.execute("ALTER TABLE order_monitors ADD COLUMN breakeven_enabled INTEGER DEFAULT 1")
     except Exception:
         pass
+    try:
+        c.execute("ALTER TABLE order_monitors ADD COLUMN exchange_margin_usdt REAL")
+    except Exception:
+        pass
     try:
         c.execute("UPDATE order_monitors SET opened_at = datetime('now') WHERE opened_at IS NULL OR opened_at = ''")
     except: pass
@@ -1351,19 +1356,19 @@ def _compute_period_metrics(trades):
     closed = len(trades)
     wins = sum(1 for p, _, _ in trades if p > 0)
     losses = sum(1 for p, _, _ in trades if p < 0)
-    net = round(sum(p for p, _, _ in trades), 4)
+    net = round(sum(p for p, _, _ in trades), 2)
     loss_sum_raw = sum(p for p, _, _ in trades if p < 0)
-    loss_sum_u = round(abs(loss_sum_raw), 4) if loss_sum_raw < 0 else 0.0
+    loss_sum_u = round(abs(loss_sum_raw), 2) if loss_sum_raw < 0 else 0.0
     neg_pnls = [p for p, _, _ in trades if p < 0]
     pos_pnls = [p for p, _, _ in trades if p > 0]
-    max_single_loss = round(min(neg_pnls), 4) if neg_pnls else None
+    max_single_loss = round(min(neg_pnls), 2) if neg_pnls else None
-    max_single_profit = round(max(pos_pnls), 4) if pos_pnls else None
+    max_single_profit = round(max(pos_pnls), 2) if pos_pnls else None
     cum = peak = max_dd = 0.0
     for p, _, _ in trades:
         cum += p
         peak = max(peak, cum)
         max_dd = max(max_dd, peak - cum)
-    max_dd = round(max_dd, 4)
+    max_dd = round(max_dd, 2)
     streak = 0
     for p, _, _ in reversed(trades):
         if p < 0:
@@ -1387,7 +1392,7 @@ def _compute_period_metrics(trades):
             else:
                 run = 0
         worst_day = min(daily.keys(), key=lambda x: daily[x])
-        worst_day_pnl = round(daily[worst_day], 4)
+        worst_day_pnl = round(daily[worst_day], 2)
     win_rate_pct = round(wins / (wins + losses) * 100, 2) if (wins + losses) else None
     return {
         "closed_count": closed,
@@ -1640,9 +1645,8 @@ def to_effective_trade_dict(row):
     return item
 
 
-def format_price_for_symbol(symbol, value):
+def format_price_magnitude_fallback(value):
-    if value in (None, ""):
+    """无 markets 或解析失败时的价格展示兜底（按量级）。"""
-        return "-"
     try:
         v = float(value)
     except Exception:
@@ -1650,7 +1654,6 @@ def format_price_for_symbol(symbol, value):
     if v == 0:
         return "0"
     av = abs(v)
-    # 根据币价量级动态精度：低价币保留更多小数，高价币减少噪音位数
     if av >= 10000:
         d = 2
     elif av >= 100:
@@ -1667,6 +1670,88 @@ def format_price_for_symbol(symbol, value):
     return text.rstrip("0").rstrip(".") if "." in text else text
 
 
+def resolve_ccxt_price_symbol(symbol):
+    """将界面/库中的品种名转为 ccxt 永续合约 id（如 BTC/USDT -> BTC/USDT:USDT）。"""
+    s = (symbol or "").strip()
+    if not s:
+        return ""
+    if "/" not in s and ":" not in s:
+        s = f"{s.upper()}/USDT"
+    else:
+        s = s.upper()
+    return normalize_exchange_symbol(s)
+
+
+def round_price_to_exchange(exchange_symbol, price):
+    """与交易所 tick 对齐后的 float，供入库与计算；失败时退回 float(price)。"""
+    if price in (None, ""):
+        return None
+    try:
+        v = float(price)
+    except (TypeError, ValueError):
+        return None
+    if not exchange_symbol:
+        return v
+    try:
+        ensure_markets_loaded()
+        s = exchange.price_to_precision(exchange_symbol, v)
+        return float(s)
+    except Exception:
+        return v
+
+
+def format_price_for_symbol(symbol, value):
+    """价格展示：与交易所 price_to_precision 一致（与入库 round_price_to_exchange 对齐）。"""
+    if value in (None, ""):
+        return "-"
+    try:
+        v = float(value)
+    except Exception:
+        return str(value)
+    ex = resolve_ccxt_price_symbol(symbol)
+    if not ex:
+        return format_price_magnitude_fallback(v)
+    try:
+        ensure_markets_loaded()
+        return exchange.price_to_precision(ex, v)
+    except Exception:
+        return format_price_magnitude_fallback(v)
+
+
+def format_usdt(value):
+    """USDT 资金类展示：固定两位小数。"""
+    if value in (None, ""):
+        return "-"
+    try:
+        return f"{float(value):.2f}"
+    except (TypeError, ValueError):
+        return str(value)
+
+
+def format_signed_usdt(value):
+    """USDT 盈亏等可正可负：+1.23 / -0.50 / 0.00"""
+    if value in (None, ""):
+        return "-"
+    try:
+        v = float(value)
+    except (TypeError, ValueError):
+        return str(value)
+    if v == 0:
+        return "0.00"
+    sign = "+" if v > 0 else ""
+    return f"{sign}{v:.2f}"
+
+
+def format_wechat_scalar_2dp(value):
+    """企业微信推送：数值统一两位小数（与交易所 tick 无关）。"""
+    if value in (None, ""):
+        return "-"
+    try:
+        return f"{float(value):.2f}"
+    except (TypeError, ValueError):
+        return str(value)
+
+
 def format_hold_minutes(minutes):
     if not minutes:
         return "0分钟"
@@ -1866,7 +1951,7 @@ def enrich_order_item(raw_item, current_capital):
     notional = item.get("notional_value")
     ratio = item.get("position_ratio")
     if notional is None:
-        notional = round(margin * lev, 4) if margin and lev else 0
+        notional = round(margin * lev, 2) if margin and lev else 0
     if ratio is None:
         ratio = round(margin / current_capital * 100, 2) if current_capital else 0
     item["notional_value"] = notional
@@ -2140,7 +2225,7 @@ def friendly_exchange_error(err, available_usdt=None):
         or "margin" in low and ("not enough" in low or "不足" in msg)
         or "balance" in low and "insufficient" in low
     ):
-        tail = f"（当前交易账户可用约 {round(available_usdt, 4)}U）" if available_usdt is not None else ""
+        tail = f"（当前交易账户可用约 {round(available_usdt, 2)}U）" if available_usdt is not None else ""
         return f"交易所下单失败：保证金不足 {tail}。请降低保证金/杠杆，或先划转USDT到合约账户。"
     clean = re.sub(r"\s+", " ", msg).strip()
     return f"交易所下单失败：{clean}"
@@ -2236,7 +2321,7 @@ def auto_transfer_once_per_day():
     if needed <= 0:
         conn.execute(
             "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "skipped", f"{AUTO_TRANSFER_TO}账户已达到目标{target_amount}U")
+            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "skipped", f"{AUTO_TRANSFER_TO}账户已达到目标{round(float(target_amount), 2)}U")
         )
         conn.commit()
         conn.close()
@@ -2244,12 +2329,12 @@ def auto_transfer_once_per_day():
     if from_balance is not None and from_balance < needed:
         conn.execute(
             "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"{AUTO_TRANSFER_FROM}账户USDT不足，需{needed}U，当前{round(from_balance,4)}U")
+            ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"{AUTO_TRANSFER_FROM}账户USDT不足，需{round(needed, 2)}U，当前{round(from_balance, 2)}U")
         )
         conn.commit()
         conn.close()
         send_wechat_msg(
-            f"自动划转失败：{AUTO_TRANSFER_FROM}余额不足，需{needed}U，当前{round(from_balance,4)}U\n"
+            f"自动划转失败：{AUTO_TRANSFER_FROM}余额不足，需{round(needed, 2)}U，当前{round(from_balance, 2)}U\n"
             f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
         )
         return
@@ -2263,13 +2348,13 @@ def auto_transfer_once_per_day():
     conn.close()
     if ok:
         send_wechat_msg(
-            f"自动划转成功：补足到{target_amount}U，实际划转{needed}U "
+            f"自动划转成功：补足到{round(float(target_amount), 2)}U，实际划转{round(needed, 2)}U "
             f"{AUTO_TRANSFER_FROM}->{AUTO_TRANSFER_TO}\n"
             f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
         )
     else:
         send_wechat_msg(
-            f"自动划转失败：计划补足到{target_amount}U，需划转{needed}U\n原因：{msg}\n"
+            f"自动划转失败：计划补足到{round(float(target_amount), 2)}U，需划转{round(needed, 2)}U\n原因：{msg}\n"
             f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
         )
 
@@ -2724,17 +2809,17 @@ def parse_ccxt_position_metrics(position, order_leverage=None):
     mark = _coerce_float(p.get("markPrice"), p.get("mark_price"), info.get("mark_price"), info.get("markPrice"))
     out = {}
     if initial is not None and initial > 0:
-        out["initial_margin"] = round(initial, 4)
+        out["initial_margin"] = round(initial, 2)
     if notional is not None and notional > 0:
-        out["notional"] = round(notional, 4)
+        out["notional"] = round(notional, 2)
     if unrealized is not None:
-        out["unrealized_pnl"] = round(unrealized, 6)
+        out["unrealized_pnl"] = round(unrealized, 2)
     if mark is not None and mark > 0:
         out["mark_price"] = round(mark, 8)
     return out or None
 
 
-def get_live_position_exchange_metrics(exchange_symbol, direction):
+def get_live_position_exchange_metrics(exchange_symbol, direction, order_leverage=None):
     ensure_markets_loaded()
     if not exchange_private_api_configured() or not exchange_symbol:
         return None
@@ -2746,7 +2831,72 @@ def get_live_position_exchange_metrics(exchange_symbol, direction):
         except Exception:
             return None
     p = _select_live_position_row(rows, exchange_symbol, direction)
-    return parse_ccxt_position_metrics(p)
+    return parse_ccxt_position_metrics(p, order_leverage=order_leverage)
+
+
+def _order_row_exchange_margin_usdt(row):
+    if not row:
+        return None
+    try:
+        keys = row.keys()
+    except Exception:
+        return None
+    if "exchange_margin_usdt" not in keys:
+        return None
+    v = row["exchange_margin_usdt"]
+    if v is None:
+        return None
+    try:
+        x = float(v)
+    except (TypeError, ValueError):
+        return None
+    return x if x > 0 else None
+
+
+def margin_capital_for_trade_record(order_row):
+    """trade_records.基数：优先交易所持仓保证金快照，旧数据无快照时回退计划保证金。"""
+    ex = _order_row_exchange_margin_usdt(order_row)
+    if ex is not None:
+        return round(ex, 2)
+    if not order_row:
+        return None
+    try:
+        v = order_row["margin_capital"]
+    except (TypeError, KeyError, IndexError):
+        return None
+    if v is None:
+        return None
+    try:
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def try_persist_exchange_margin_for_order(conn, order_id, exchange_symbol, direction, order_leverage=None, max_attempts=6, sleep_s=0.45):
+    """开仓成功后持仓可见时拉取交易所保证金并写入 order_monitors（平仓后无法再取）。"""
+    if not conn or not order_id or not exchange_private_api_configured():
+        return False
+    direction = (direction or "long").lower()
+    ex_sym = (exchange_symbol or "").strip()
+    if not ex_sym:
+        return False
+    n = max(1, int(max_attempts))
+    delay = max(0.05, float(sleep_s))
+    for _ in range(n):
+        pm = get_live_position_exchange_metrics(ex_sym, direction, order_leverage=order_leverage)
+        if pm and pm.get("initial_margin") is not None:
+            try:
+                v = float(pm["initial_margin"])
+            except (TypeError, ValueError):
+                v = 0.0
+            if v > 0:
+                conn.execute(
+                    "UPDATE order_monitors SET exchange_margin_usdt=? WHERE id=?",
+                    (round(v, 4), int(order_id)),
+                )
+                return True
+        time.sleep(delay)
+    return False
 
 
 def opened_at_str_to_ms(opened_at_str):
@@ -3055,7 +3205,7 @@ def reconcile_external_closes(conn, days=None):
             stop_loss=r["stop_loss"],
             initial_stop_loss=r["initial_stop_loss"] or r["stop_loss"],
             take_profit=r["take_profit"],
-            margin_capital=r["margin_capital"],
+            margin_capital=margin_capital_for_trade_record(r),
             leverage=r["leverage"],
             pnl_amount=pnl_amount,
             hold_seconds=hold_seconds,
@@ -3429,6 +3579,21 @@ def check_order_monitors():
         pid, sym, direction, trigger_price, stop_loss, take_profit = r["id"], r["symbol"], r["direction"], r["trigger_price"], r["stop_loss"], r["take_profit"]
         margin_capital = r["margin_capital"] or DAILY_START_CAPITAL
         leverage = r["leverage"] or infer_leverage(sym)
+        trade_basis_row = row_to_dict(r)
+        ex_sym = r["exchange_symbol"] or normalize_exchange_symbol(sym)
+        if _order_row_exchange_margin_usdt(r) is None and exchange_private_api_configured():
+            pm = get_live_position_exchange_metrics(ex_sym, direction, order_leverage=leverage)
+            if pm and pm.get("initial_margin") is not None:
+                try:
+                    mv = float(pm["initial_margin"])
+                    if mv > 0:
+                        conn.execute(
+                            "UPDATE order_monitors SET exchange_margin_usdt=? WHERE id=?",
+                            (round(mv, 4), pid),
+                        )
+                        trade_basis_row["exchange_margin_usdt"] = round(mv, 4)
+                except (TypeError, ValueError):
+                    pass
         session_date = r["session_date"] or get_trading_day()
         p = get_price(sym)
         if not p: continue
@@ -3466,6 +3631,7 @@ def check_order_monitors():
                             direction == "long" and new_sl > float(stop_loss)
                         )
                         if should_move:
+                            new_sl = round_price_to_exchange(resolve_monitor_exchange_symbol(r), new_sl)
                             conn.execute(
                                 "UPDATE order_monitors SET stop_loss=?, breakeven_armed=1, breakeven_price=? WHERE id=?",
                                 (new_sl, new_sl, pid),
@@ -3585,7 +3751,7 @@ def check_order_monitors():
                         stop_loss=stop_loss,
                         initial_stop_loss=r["initial_stop_loss"] or stop_loss,
                         take_profit=take_profit,
-                        margin_capital=margin_capital,
+                        margin_capital=margin_capital_for_trade_record(trade_basis_row),
                         leverage=leverage,
                         pnl_amount=pnl_amount,
                         hold_seconds=hold_seconds,
@@ -3655,7 +3821,7 @@ def check_order_monitors():
                 stop_loss=stop_loss,
                 initial_stop_loss=r["initial_stop_loss"] or stop_loss,
                 take_profit=take_profit,
-                margin_capital=margin_capital,
+                margin_capital=margin_capital_for_trade_record(trade_basis_row),
                 leverage=leverage,
                 pnl_amount=pnl_amount,
                 hold_seconds=hold_seconds,
@@ -3720,7 +3886,7 @@ def force_close_before_reset():
             stop_loss=r["stop_loss"],
             initial_stop_loss=r["initial_stop_loss"] or r["stop_loss"],
             take_profit=r["take_profit"],
-            margin_capital=margin_capital,
+            margin_capital=margin_capital_for_trade_record(r),
             leverage=leverage,
             pnl_amount=pnl_amount,
             hold_seconds=hold_seconds,
@@ -3853,9 +4019,9 @@ def render_main_page(page="trade"):
     local_current_capital = float(session_row["current_capital"])
     funding_capital, trading_capital = get_exchange_capitals()
     # 资金账户：仅展示交易所读取结果（含 0）。不可用 TOTAL_CAPITAL 兜底，否则会与实盘不符。
-    funding_usdt = round(funding_capital, 4) if funding_capital is not None else None
+    funding_usdt = round(funding_capital, 2) if funding_capital is not None else None
-    current_capital = round(trading_capital, 4) if trading_capital is not None else round(local_current_capital, 4)
+    current_capital = round(trading_capital, 2) if trading_capital is not None else round(local_current_capital, 2)
-    recommended_capital = get_recommended_capital(current_capital)
+    recommended_capital = round(float(get_recommended_capital(current_capital)), 2)
     key_list = conn.execute("SELECT * FROM key_monitors").fetchall()
     key_history = conn.execute("SELECT * FROM key_monitor_history ORDER BY id DESC LIMIT 80").fetchall()
     stats_bundle = compute_stats_bundle(conn, trading_day, now)
@@ -3916,6 +4082,8 @@ def render_main_page(page="trade"):
         breakeven_offset_pct=BREAKEVEN_OFFSET_PCT,
         occupied_miss_total=occupied_miss_total,
         price_fmt=format_price_for_symbol,
+        usdt_fmt=format_usdt,
+        signed_usdt_fmt=format_signed_usdt,
         entry_reason_options=list(ENTRY_REASON_OPTIONS),
         entry_reason_other_value=ENTRY_REASON_OTHER,
         exchange_display=EXCHANGE_DISPLAY_NAME,
@@ -3955,9 +4123,9 @@ def api_account_snapshot():
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
     funding_capital, trading_capital = get_exchange_capitals(force=True)
-    funding_usdt = round(funding_capital, 4) if funding_capital is not None else None
+    funding_usdt = round(funding_capital, 2) if funding_capital is not None else None
-    current_capital = round(trading_capital, 4) if trading_capital is not None else round(local_current_capital, 4)
+    current_capital = round(trading_capital, 2) if trading_capital is not None else round(local_current_capital, 2)
-    recommended_capital = get_recommended_capital(current_capital)
+    recommended_capital = round(float(get_recommended_capital(current_capital)), 2)
     active_count = conn.execute("SELECT COUNT(*) FROM order_monitors WHERE status='active'").fetchone()[0]
     conn.close()
     can_trade = trading_day_reset_allows_new_open(now) and active_count == 0
@@ -3965,7 +4133,7 @@ def api_account_snapshot():
     return jsonify({
         "funding_usdt": funding_usdt,
         "current_capital": current_capital,
-        "available_trading_usdt": round(available_trading_usdt, 4) if available_trading_usdt is not None else None,
+        "available_trading_usdt": round(available_trading_usdt, 2) if available_trading_usdt is not None else None,
         "recommended_capital": recommended_capital,
         "active_count": active_count,
         "can_trade": can_trade,
@@ -3983,6 +4151,11 @@ def api_price_snapshot():
     ).fetchall()
     conn.close()
 
+    try:
+        ensure_markets_loaded()
+    except Exception:
+        pass
+
     symbol_set = set()
     for r in key_rows:
         symbol_set.add(r["symbol"])
@@ -4044,10 +4217,16 @@ def api_price_snapshot():
                     )
                 except Exception:
                     gate_metrics = ""
+        px_disp = format_price_for_symbol(r["symbol"], price)
+        try:
+            price_num = float(px_disp) if px_disp != "-" else float(price)
+        except Exception:
+            price_num = float(price)
         key_prices.append({
             "id": r["id"],
             "symbol": r["symbol"],
-            "price": round(price, 6),
+            "price": price_num,
+            "price_display": px_disp,
             "upper_diff": upper_diff,
             "upper_pct": upper_pct,
             "lower_diff": lower_diff,
@@ -4075,11 +4254,10 @@ def api_price_snapshot():
         payload = {
             "id": r["id"],
             "symbol": r["symbol"],
-            "price": round(price, 6),
+            "float_pnl": round(pnl, 2),
-            "float_pnl": round(pnl, 6),
             "float_pct": pnl_pct,
             "rr_ratio": rr_ratio,
-            "plan_margin": round(margin, 4) if margin else None,
+            "plan_margin": round(margin, 2) if margin else None,
             "exchange_initial_margin": None,
             "exchange_notional": None,
             "exchange_mark_price": None,
@@ -4093,12 +4271,24 @@ def api_price_snapshot():
             if ex_metrics.get("mark_price") is not None:
                 payload["exchange_mark_price"] = ex_metrics["mark_price"]
             if ex_metrics.get("unrealized_pnl") is not None:
-                payload["float_pnl"] = round(float(ex_metrics["unrealized_pnl"]), 6)
+                payload["float_pnl"] = round(float(ex_metrics["unrealized_pnl"]), 2)
                 payload["pnl_source"] = "exchange"
                 denom = ex_metrics.get("initial_margin") or margin
                 payload["float_pct"] = (
                     round((payload["float_pnl"] / float(denom)) * 100, 4) if denom and float(denom) > 0 else pnl_pct
                 )
+        px_for_fmt = float(price)
+        if ex_metrics and ex_metrics.get("mark_price") is not None:
+            try:
+                px_for_fmt = float(ex_metrics["mark_price"])
+            except (TypeError, ValueError):
+                pass
+        px_disp = format_price_for_symbol(r["symbol"], px_for_fmt)
+        try:
+            payload["price"] = float(px_disp) if px_disp != "-" else px_for_fmt
+        except Exception:
+            payload["price"] = px_for_fmt
+        payload["price_display"] = px_disp
         order_prices.append(payload)
 
     return jsonify({
@@ -4149,7 +4339,7 @@ def api_order_defaults():
         "exchange_symbol": exchange_symbol,
         "direction": direction,
         "leverage": leverage,
-        "available_trading_usdt": round(available, 4) if available is not None else None
+        "available_trading_usdt": round(available, 2) if available is not None else None
     })
 
 
@@ -4162,7 +4352,7 @@ def order_focus():
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
     _, trading_capital_live = get_exchange_capitals()
-    current_capital = round(trading_capital_live, 4) if trading_capital_live is not None else round(local_current_capital, 4)
+    current_capital = round(trading_capital_live, 2) if trading_capital_live is not None else round(local_current_capital, 2)
     raw_orders = conn.execute("SELECT * FROM order_monitors WHERE status='active' ORDER BY id DESC").fetchall()
     conn.close()
     orders = [enrich_order_item(row_to_dict(r), current_capital) for r in raw_orders]
@@ -4201,7 +4391,7 @@ def api_order_kline():
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
     _, trading_capital_live = get_exchange_capitals()
-    current_capital = round(trading_capital_live, 4) if trading_capital_live is not None else round(local_current_capital, 4)
+    current_capital = round(trading_capital_live, 2) if trading_capital_live is not None else round(local_current_capital, 2)
     row = conn.execute("SELECT * FROM order_monitors WHERE id=? AND status='active'", (order_id,)).fetchone()
     conn.close()
     if not row:
@@ -4236,24 +4426,29 @@ def api_order_kline():
     float_pnl = calc_pnl(order_item.get("direction") or "long", entry, current_price, margin, leverage) if current_price else 0
     float_pct = round((float_pnl / margin * 100), 4) if margin > 0 else 0
 
+    sym = order_item["symbol"]
     return jsonify({
         "ok": True,
         "timeframe": timeframe,
         "limit": limit,
         "order": {
             "id": order_item["id"],
-            "symbol": order_item["symbol"],
+            "symbol": sym,
             "direction": order_item.get("direction") or "long",
             "trigger_price": order_item.get("trigger_price"),
             "stop_loss": order_item.get("stop_loss"),
             "take_profit": order_item.get("take_profit"),
+            "trigger_price_display": format_price_for_symbol(sym, order_item.get("trigger_price")),
+            "stop_loss_display": format_price_for_symbol(sym, order_item.get("stop_loss")),
+            "take_profit_display": format_price_for_symbol(sym, order_item.get("take_profit")),
             "margin_capital": order_item.get("margin_capital"),
             "leverage": order_item.get("leverage"),
             "position_ratio": order_item.get("position_ratio"),
             "rr_ratio": order_item.get("rr_ratio"),
             "breakeven_enabled": bool(int(order_item.get("breakeven_enabled") or 0)),
             "current_price": round(float(current_price), 8) if current_price else None,
-            "float_pnl": round(float(float_pnl), 6),
+            "current_price_display": format_price_for_symbol(sym, current_price) if current_price else None,
+            "float_pnl": round(float(float_pnl), 2),
             "float_pct": float_pct,
         },
         "candles": candles,
@@ -4386,8 +4581,15 @@ def add_key():
         flash(f"{symbol} 当前日成交量排名为 {rank}/{total}，不在前30，已拒绝添加关键位")
         return redirect("/")
     conn = get_db()
+    ex_sym_key = normalize_exchange_symbol(symbol)
+    try:
+        ensure_markets_loaded()
+    except Exception:
+        pass
+    upper_px = round_price_to_exchange(ex_sym_key, float(d["upper"]))
+    lower_px = round_price_to_exchange(ex_sym_key, float(d["lower"]))
     conn.execute("INSERT INTO key_monitors (symbol,monitor_type,direction,upper,lower) VALUES (?,?,?,?,?)",
-                 (symbol, d["type"], d.get("direction", "long"), d["upper"], d["lower"]))
+                 (symbol, d["type"], d.get("direction", "long"), upper_px, lower_px))
     conn.commit()
     conn.close()
     flash(f"添加成功（{symbol} 日成交量排名 {rank}/{total}）")
@@ -4414,14 +4616,19 @@ def add_order():
                 tgt_raw = parse_positive_float(d.get("tgt"))
             except Exception:
                 tp_raw = sl_raw = tgt_raw = None
+            ex_miss = normalize_exchange_symbol(symbol)
+            try:
+                ensure_markets_loaded()
+            except Exception:
+                pass
             insert_trade_record(
                 conn,
                 symbol=symbol,
                 monitor_type="下单监控",
                 direction=direction if direction in ("long", "short") else "long",
-                trigger_price=tp_raw or 0,
+                trigger_price=round_price_to_exchange(ex_miss, tp_raw) if tp_raw else 0,
-                stop_loss=sl_raw or 0,
+                stop_loss=round_price_to_exchange(ex_miss, sl_raw) if sl_raw else 0,
-                take_profit=tgt_raw or 0,
+                take_profit=round_price_to_exchange(ex_miss, tgt_raw) if tgt_raw else 0,
                 result="错过",
                 miss_reason="持仓占用：一次只能持有一个仓位",
                 opened_at=app_now_str(),
@@ -4467,6 +4674,13 @@ def add_order():
         conn.close()
         flash("获取交易所实时价格失败，请稍后重试")
         return redirect("/")
+    try:
+        ensure_markets_loaded()
+    except Exception:
+        pass
+    lp_r = round_price_to_exchange(exchange_symbol, live_price)
+    if lp_r is not None:
+        live_price = lp_r
     sltp_mode = (d.get("sltp_mode") or "price").strip().lower()
     if sltp_mode not in ("price", "pct"):
         sltp_mode = "price"
@@ -4500,6 +4714,12 @@ def add_order():
         conn.close()
         flash("价格参数必须大于0")
         return redirect("/")
+    sl_adj = round_price_to_exchange(exchange_symbol, stop_loss)
+    tp_adj = round_price_to_exchange(exchange_symbol, take_profit)
+    if sl_adj is not None:
+        stop_loss = sl_adj
+    if tp_adj is not None:
+        take_profit = tp_adj
     risk_fraction = calc_risk_fraction(direction, live_price, stop_loss)
     if risk_fraction is None:
         conn.close()
@@ -4517,7 +4737,7 @@ def add_order():
         max_margin = round(max(available_usdt * FULL_MARGIN_BUFFER_RATIO, 0), 4)
         if margin_capital > max_margin:
             conn.close()
-            flash(f"保证金不足：交易账户可用约 {round(available_usdt,4)}U，当前最多建议 {max_margin}U")
+            flash(f"保证金不足：交易账户可用约 {round(available_usdt, 2)}U，当前最多建议 {round(max_margin, 2)}U")
             return redirect("/")
     position_ratio = round(margin_capital / capital_base * 100, 2) if capital_base else 0
     try:
@@ -4533,6 +4753,10 @@ def add_order():
         flash(friendly_exchange_error(e, available_usdt=available_usdt))
         return redirect("/")
 
+    trigger_price = round_price_to_exchange(exchange_symbol, trigger_price)
+    stop_loss = round_price_to_exchange(exchange_symbol, stop_loss)
+    take_profit = round_price_to_exchange(exchange_symbol, take_profit)
+
     make_order_chart = d.get("order_chart", "").lower() in ("1", "true", "on", "yes")
     opened_at_bj = app_now_str()
     opened_at_ms = _to_ms_with_fallback(None, opened_at_bj)
@@ -4542,9 +4766,10 @@ def add_order():
     breakeven_step_r = float(BREAKEVEN_STEP_R) if float(BREAKEVEN_STEP_R) > 0 else 1.0
     risk_amount_final = calc_risk_amount_from_plan(direction, trigger_price, stop_loss, margin_capital, leverage) or risk_amount
     if direction == "short":
-        breakeven_price = round(float(trigger_price) * (1 - breakeven_offset_pct / 100.0), 8)
+        breakeven_raw = float(trigger_price) * (1 - breakeven_offset_pct / 100.0)
     else:
-        breakeven_price = round(float(trigger_price) * (1 + breakeven_offset_pct / 100.0), 8)
+        breakeven_raw = float(trigger_price) * (1 + breakeven_offset_pct / 100.0)
+    breakeven_price = round_price_to_exchange(exchange_symbol, breakeven_raw)
     breakeven_enabled = 1 if (d.get("breakeven_enabled") or "").strip() in ("1", "true", "on", "yes") else 0
     conn.execute(
         "INSERT INTO order_monitors (symbol, exchange_symbol, direction, trigger_price, stop_loss, initial_stop_loss, take_profit, margin_capital, leverage, trade_style, risk_percent, risk_amount, breakeven_rr_trigger, breakeven_offset_pct, breakeven_step_r, breakeven_armed, breakeven_price, breakeven_enabled, notional_value, position_ratio, base_amount, order_amount, exchange_order_id, opened_at, opened_at_ms, session_date) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)",
@@ -4557,6 +4782,8 @@ def add_order():
     )
     conn.commit()
     new_order_id = int(conn.execute("SELECT last_insert_rowid()").fetchone()[0])
+    try_persist_exchange_margin_for_order(conn, new_order_id, exchange_symbol, direction, order_leverage=leverage)
+    conn.commit()
     opens_today_after = conn.execute(
         "SELECT COUNT(*) FROM order_monitors WHERE session_date=?",
         (trading_day,),
@@ -4632,9 +4859,9 @@ def add_order():
 
     _, trading_capital_after = get_exchange_capitals(force=True)
     account_base_display = (
-        round(float(trading_capital_after), 4)
+        round(float(trading_capital_after), 2)
         if trading_capital_after is not None
-        else round(float(capital_base), 4)
+        else round(float(capital_base), 2)
     )
     account_name = (os.getenv("GATE_ACCOUNT_LABEL") or "gate实盘账户").strip()
     dir_text = "多头（long）" if direction == "long" else "空头（short）"
@@ -4645,12 +4872,12 @@ def add_order():
     )
     rr_show = planned_rr if planned_rr is not None else "-"
     try:
-        rr_show_fmt = round(float(planned_rr), 4) if planned_rr is not None else None
+        rr_show_fmt = f"{float(planned_rr):.2f}" if planned_rr is not None else None
     except (TypeError, ValueError):
         rr_show_fmt = None
     rr_line = f"RR {rr_show_fmt} : 1" if rr_show_fmt is not None else f"RR {rr_show} : 1"
     ep_wx = format_price_for_symbol(symbol, trigger_price)
-    sl_wx = format_price_for_symbol(symbol, stop_loss)
+    sl_wx = format_wechat_scalar_2dp(stop_loss)
     tp_wx = format_price_for_symbol(symbol, take_profit)
     be_wx = format_price_for_symbol(symbol, breakeven_price)
     style_zh = "Swing 波段" if trade_style == "swing" else "Trend 趋势"
@@ -4660,13 +4887,13 @@ def add_order():
         "🧾 订单基础信息",
         f"🔖 交易所订单 ID：{open_order_id}",
         f"📈 交易风格：{style_zh}",
-        f"⚠️ 单笔风控风险：{risk_percent}% ≈ {round(float(risk_amount_final), 4)} U",
+        f"⚠️ 单笔风控风险：{risk_percent}% ≈ {round(float(risk_amount_final), 2)} U",
         "📊 仓位配置详情",
         f"账户基数：{account_base_display} USDT",
         f"合约杠杆：{leverage} 倍",
-        f"名义仓位：{notional_value} USDT",
+        f"名义仓位：{format_wechat_scalar_2dp(notional_value)} USDT",
         f"仓位占比：{position_ratio}%",
-        f"合约张数：{amount} 张",
+        f"合约张数：{format_wechat_scalar_2dp(amount)} 张",
         f"折算标的：{base_amount} {journal_coin_from_symbol(symbol)}",
         "🎯 价位 & 盈亏比",
         f"开仓成交价：{ep_wx}",
@@ -4683,8 +4910,8 @@ def add_order():
     send_wechat_msg("\n".join(wx_lines))
 
     flash_lines = [
-        f"实盘开单成功：风格 {trade_style}；风险 {risk_percent}%≈{risk_amount_final}U；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"实盘开单成功：风格 {trade_style}；风险 {risk_percent}%≈{round(float(risk_amount_final), 2)}U；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 {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"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}",
     ]
     if chart_url:
@@ -4694,7 +4921,7 @@ def add_order():
     if opens_today_before < DAILY_OPEN_ALERT_THRESHOLD <= opens_today_after:
         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"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。"
         )
         if advice:
@@ -4931,6 +5158,7 @@ def del_order(id):
             cancel_gate_swap_trigger_orders(row["exchange_symbol"] or normalize_exchange_symbol(row["symbol"]))
             session_date = row["session_date"] or get_trading_day()
             session_capital = update_session_capital(conn, session_date, pnl_amount)
+            row_snap = conn.execute("SELECT * FROM order_monitors WHERE id=?", (id,)).fetchone() or row
             insert_trade_record(
                 conn,
                 symbol=row["symbol"],
@@ -4940,7 +5168,7 @@ def del_order(id):
                 stop_loss=row["stop_loss"],
                 initial_stop_loss=row["initial_stop_loss"] or row["stop_loss"],
                 take_profit=row["take_profit"],
-                margin_capital=row["margin_capital"],
+                margin_capital=margin_capital_for_trade_record(row_snap),
                 leverage=row["leverage"],
                 pnl_amount=pnl_amount,
                 hold_seconds=hold_seconds,
@@ -4985,6 +5213,7 @@ def del_order(id):
                 hold_seconds = calc_hold_seconds(opened_at, closed_at_dt)
                 session_date = row["session_date"] or get_trading_day(closed_at_dt)
                 update_session_capital(conn, session_date, pnl_amount)
+                row_snap = conn.execute("SELECT * FROM order_monitors WHERE id=?", (id,)).fetchone() or row
                 insert_trade_record(
                     conn,
                     symbol=row["symbol"],
@@ -4994,7 +5223,7 @@ def del_order(id):
                     stop_loss=row["stop_loss"],
                     initial_stop_loss=row["initial_stop_loss"] or row["stop_loss"],
                     take_profit=row["take_profit"],
-                    margin_capital=row["margin_capital"],
+                    margin_capital=margin_capital_for_trade_record(row_snap),
                     leverage=row["leverage"],
                     pnl_amount=pnl_amount,
                     hold_seconds=hold_seconds,
@@ -5025,15 +5254,28 @@ def del_order(id):
 def add_miss():
     d = request.form
     direction = d.get("direction", "long")
+    sym_in = normalize_symbol_input(d.get("symbol"))
+    ex_sym = normalize_exchange_symbol(sym_in)
+    try:
+        ensure_markets_loaded()
+    except Exception:
+        pass
+    try:
+        tp_px = round_price_to_exchange(ex_sym, float(d["tp"]))
+        sl_px = round_price_to_exchange(ex_sym, float(d["sl"]))
+        tgt_px = round_price_to_exchange(ex_sym, float(d["tgt"]))
+    except Exception:
+        flash("价格格式错误")
+        return redirect("/records")
     conn = get_db()
     insert_trade_record(
         conn,
-        symbol=d["symbol"],
+        symbol=sym_in,
         monitor_type=d["type"],
         direction=direction,
-        trigger_price=d["tp"],
+        trigger_price=tp_px,
-        stop_loss=d["sl"],
+        stop_loss=sl_px,
-        take_profit=d["tgt"],
+        take_profit=tgt_px,
         result="错过",
         miss_reason=d["reason"],
         opened_at=app_now_str(),
@@ -5379,11 +5621,20 @@ def api_trade_record_review_update():
         reviewed_entry_reason_update = s or None
 
     conn = get_db()
-    row = conn.execute("SELECT risk_amount FROM trade_records WHERE id=?", (rec_id,)).fetchone()
+    row = conn.execute("SELECT risk_amount, symbol FROM trade_records WHERE id=?", (rec_id,)).fetchone()
     if not row:
         conn.close()
         return jsonify({"ok": False, "msg": "记录不存在"}), 404
     risk_amount = row["risk_amount"]
+    ex_review = resolve_ccxt_price_symbol(row["symbol"])
+    try:
+        ensure_markets_loaded()
+    except Exception:
+        pass
+    if reviewed_stop_loss is not None:
+        reviewed_stop_loss = round_price_to_exchange(ex_review, reviewed_stop_loss)
+    if reviewed_take_profit is not None:
+        reviewed_take_profit = round_price_to_exchange(ex_review, reviewed_take_profit)
     actual_rr = calc_actual_rr(reviewed_pnl_amount, risk_amount)
     base_params = [
         reviewed_opened_at,

crypto_monitor_gate/templates/index.html

@@ -130,14 +130,14 @@
         <div class="stat-item"><div class="label">开单次数</div><div class="value">{{ s.opens_count }}</div></div>
         <div class="stat-item"><div class="label">平仓笔数</div><div class="value">{{ s.closed_count }}</div></div>
         <div class="stat-item"><div class="label">胜率</div><div class="value">{% if s.win_rate_pct is not none %}{{ s.win_rate_pct }}%{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">净盈亏(U)</div><div class="value">{{ s.net_pnl_u }}</div></div>
+        <div class="stat-item"><div class="label">净盈亏(U)</div><div class="value">{{ signed_usdt_fmt(s.net_pnl_u) }}</div></div>
-        <div class="stat-item"><div class="label">亏损额合计(U)</div><div class="value">{{ s.loss_sum_u }}</div></div>
+        <div class="stat-item"><div class="label">亏损额合计(U)</div><div class="value">{{ usdt_fmt(s.loss_sum_u) }}</div></div>
-        <div class="stat-item"><div class="label">单笔最大亏损(U)</div><div class="value">{% if s.max_single_loss is not none %}{{ s.max_single_loss }}{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">单笔最大亏损(U)</div><div class="value">{% if s.max_single_loss is not none %}{{ signed_usdt_fmt(s.max_single_loss) }}{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">单笔最大盈利(U)</div><div class="value">{% if s.max_single_profit is not none %}{{ s.max_single_profit }}{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">单笔最大盈利(U)</div><div class="value">{% if s.max_single_profit is not none %}{{ usdt_fmt(s.max_single_profit) }}{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">最大回撤(U)</div><div class="value">{{ s.max_drawdown_u }}</div></div>
+        <div class="stat-item"><div class="label">最大回撤(U)</div><div class="value">{{ usdt_fmt(s.max_drawdown_u) }}</div></div>
         <div class="stat-item"><div class="label">当前连续亏损笔数</div><div class="value">{{ s.consecutive_losses }}</div></div>
         <div class="stat-item"><div class="label">最长连续亏损(交易日)</div><div class="value">{{ s.max_loss_streak_days }} 天</div></div>
-        <div class="stat-item"><div class="label">期内最大亏损日</div><div class="value">{% if s.worst_day %}{{ s.worst_day }}（{{ s.worst_day_pnl }}U）{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">期内最大亏损日</div><div class="value">{% if s.worst_day %}{{ s.worst_day }}（{{ signed_usdt_fmt(s.worst_day_pnl) }}U）{% else %}-{% endif %}</div></div>
     </div>
 </div>
 {% endmacro %}
@@ -165,9 +165,9 @@
         <div class="stat-item"><div class="label">总交易</div><div class="value">{{ total }}</div></div>
         <div class="stat-item"><div class="label">错过次数</div><div class="value">{{ miss_count }}</div></div>
         <div class="stat-item"><div class="label">胜率</div><div class="value">{{ rate }}%</div></div>
-        <div class="stat-item"><div class="label">资金账户(USDT)</div><div class="value" id="total-capital">{% if funding_usdt is not none %}{{ funding_usdt }}U{% else %}—{% endif %}</div></div>
+        <div class="stat-item"><div class="label">资金账户(USDT)</div><div class="value" id="total-capital">{% if funding_usdt is not none %}{{ usdt_fmt(funding_usdt) }}U{% else %}—{% endif %}</div></div>
         <div class="stat-item"><div class="label">交易日</div><div class="value">{{ trading_day }}</div></div>
-        <div class="stat-item"><div class="label">当日资金(交易账户)</div><div class="value" id="current-capital">{{ current_capital }}U</div></div>
+        <div class="stat-item"><div class="label">当日资金(交易账户)</div><div class="value" id="current-capital">{{ usdt_fmt(current_capital) }}U</div></div>
     </div>
     <div class="rule-tip">实时价格更新时间：<span id="price-last-updated">--</span>（北京时间 UTC+8）</div>
 
@@ -202,7 +202,7 @@
                 <div class="list-item" id="key-row-{{ k.id }}">
                     <div><strong>{{ k.symbol }}</strong> | {{ k.monitor_type }} | <span class="badge direction">{{ '做多' if k.direction == 'long' else '做空' }}</span></div>
                     <div>
-                        上:{{ k.upper }} 下:{{ k.lower }}
+                        上:{{ price_fmt(k.symbol, k.upper) }} 下:{{ price_fmt(k.symbol, k.lower) }}
                         | 已提醒:{{ k.notification_count or 0 }}/{{ k.max_notify or 3 }}
                         | 现价:<span id="key-price-{{ k.id }}">-</span>
                         | 距上沿:<span id="key-up-diff-{{ k.id }}">-</span>
@@ -224,7 +224,7 @@
                             <strong>{{ h.symbol }}</strong> | {{ h.monitor_type }} | {{ '做多' if h.direction == 'long' else '做空' }} | {{ h.close_reason }}
                             <button type="button" class="table-del" style="margin-left:8px" onclick="deleteKeyHistory({{ h.id }})">删除</button>
                         </div>
-                        <div>上:{{ h.upper }} 下:{{ h.lower }} | 提醒次数:{{ h.notification_count }} | {{ (h.closed_at or '-')[:16] }}</div>
+                        <div>上:{{ price_fmt(h.symbol, h.upper) }} 下:{{ price_fmt(h.symbol, h.lower) }} | 提醒次数:{{ h.notification_count }} | {{ (h.closed_at or '-')[:16] }}</div>
                         {% if h.last_alert_message %}<div style="font-size:.78rem;color:#aab;margin-top:4px;white-space:pre-wrap">{{ h.last_alert_message[:200] }}{% if h.last_alert_message|length > 200 %}…{% endif %}</div>{% endif %}
                     </div>
                     {% else %}
@@ -252,7 +252,7 @@
                 以损定仓：风险 {{ risk_percent }}% ｜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>
             <div class="rule-tip">
-                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；界面时间为北京；将 {{ auto_transfer_to }} 补足到 {{ auto_transfer_amount }}U，来自 {{ auto_transfer_from }}）
+                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；界面时间为北京；将 {{ auto_transfer_to }} 补足到 {{ usdt_fmt(auto_transfer_amount) }}U，来自 {{ auto_transfer_from }}）
             </div>
             <form action="/manual_transfer" method="post" class="form-row">
                 <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额U" required>
@@ -300,14 +300,14 @@
                 <div class="list-item">
                     <div><strong>{{ o.symbol }}</strong> | <span class="badge direction">{{ '做多' if o.direction == 'long' else '做空' }}</span></div>
                     <div>
-                        风格:{{ o.trade_style or 'trend' }} | 风险:{{ o.risk_percent or '-' }}%≈{{ o.risk_amount or '-' }}U
+                        风格:{{ o.trade_style or 'trend' }} | 风险:{{ o.risk_percent or '-' }}%≈{% if o.risk_amount is not none %}{{ usdt_fmt(o.risk_amount) }}{% else %}-{% endif %}U
-                        | {% if o.breakeven_enabled %}移动保本:开 {{ o.breakeven_rr_trigger or '-' }}R→{{ o.breakeven_price or '-' }}{% else %}移动保本:关{% endif %}
+                        | {% if o.breakeven_enabled %}移动保本:开 {{ o.breakeven_rr_trigger or '-' }}R→{{ price_fmt(o.symbol, o.breakeven_price) }}{% else %}移动保本:关{% endif %}
                         <br>
-                        成交:{{ o.trigger_price }} 止损:{{ o.stop_loss }} 止盈:{{ o.take_profit }}
+                        成交:{{ price_fmt(o.symbol, o.trigger_price) }} 止损:{{ price_fmt(o.symbol, o.stop_loss) }} 止盈:{{ price_fmt(o.symbol, o.take_profit) }}
                         | 盈亏比:<span id="order-rr-{{ o.id }}">{% if o.rr_ratio is not none %}1:{{ '%.2f'|format(o.rr_ratio) }}{% else %}-{% endif %}</span>
                         | 现价:<span id="order-price-{{ o.id }}">-</span>
                         | 浮盈亏:<span id="order-pnl-{{ o.id }}">-</span>
-                        | 计划基数:{{ o.margin_capital }}U | 所保证金:<span id="order-ex-margin-{{ o.id }}">-</span>
+                        | 计划基数:{% if o.margin_capital is not none %}{{ usdt_fmt(o.margin_capital) }}{% else %}-{% endif %}U | 所保证金:<span id="order-ex-margin-{{ o.id }}">-</span>
                         | 杠杆:{{ o.leverage }}x | 仓位占比:{{ o.position_ratio }}%
                     </div>
                     <a href="/del_order/{{ o.id }}" class="btn-del" onclick="return confirm('删除会触发手动平仓，继续？')">平仓</a>
@@ -335,18 +335,18 @@
                     <td>{{ r.symbol }}</td>
                     <td>{{ r.monitor_type }}</td>
                     <td><span class="badge {{ 'direction-long' if r.direction == 'long' else 'direction-short' }}">{{ '做多' if r.direction == 'long' else '做空' }}</span></td>
-                    <td>{{ r.trigger_price }}</td>
+                    <td>{{ price_fmt(r.symbol, r.trigger_price) }}</td>
                     {% set stop_show = r.effective_stop_loss or r.initial_stop_loss or r.stop_loss %}
                     {% set tp_show = r.effective_take_profit or r.take_profit %}
                     <td>{{ price_fmt(r.symbol, stop_show) }}</td>
                     <td>{{ price_fmt(r.symbol, tp_show) }}</td>
-                    <td>{{ r.margin_capital or '-' }}</td>
+                    <td>{% if r.margin_capital is not none %}{{ usdt_fmt(r.margin_capital) }}{% else %}-{% endif %}</td>
                     <td>{{ r.leverage or '-' }}</td>
                     <td>{{ r.effective_hold_minutes or 0 }}</td>
                     <td>{{ (r.effective_opened_at or '-')[:16] }}</td>
                     <td>{{ (r.effective_closed_at or r.created_at or '-')[:16] }}</td>
                     {% set pnl_val = (r.effective_pnl_amount or 0)|float %}
-                    <td><span class="{{ 'pnl-profit' if pnl_val > 0 else ('pnl-loss' if pnl_val < 0 else '') }}">{{ r.effective_pnl_amount or 0 }}</span></td>
+                    <td><span class="{{ 'pnl-profit' if pnl_val > 0 else ('pnl-loss' if pnl_val < 0 else '') }}">{{ signed_usdt_fmt(r.effective_pnl_amount or 0) }}</span></td>
                     <td>
                         {% set effective_result = r.effective_result %}
                         {% if effective_result in ["止盈","保本止盈","移动止盈"] %}<span class="badge profit">{{ effective_result }}</span>
@@ -602,7 +602,7 @@ function openJournalDetail(id){
         `开仓时间：${o.open_datetime || "-"}`,
         `平仓时间：${o.close_datetime || "-"}`,
         `持仓时长：${o.hold_duration || "-"}`,
-        `盈亏：${o.pnl || "-"}U`,
+        `盈亏：${formatJournalPnlUi(o.pnl)}U`,
         `开仓类型：${o.entry_reason || "无"}`,
         `平仓/离场：${formatJournalExitOneLine(o)}`,
         `预期RR：${o.expect_rr || "-"}`,
@@ -685,7 +685,7 @@ function editTradeRecordReview(t){
     if(stopLoss === null) return;
     const takeProfit = prompt("止盈价格(核对后用于统计)", String(t.take_profit ?? ""));
     if(takeProfit === null) return;
-    const pnl = prompt("最终盈亏(可手工核对后填写)", String(t.pnl_amount ?? ""));
+    const pnl = prompt("最终盈亏(可手工核对后填写)", (t.pnl_amount === null || typeof t.pnl_amount === "undefined") ? "" : (Number.isFinite(Number(t.pnl_amount)) ? Number(t.pnl_amount).toFixed(2) : String(t.pnl_amount)));
     if(pnl === null) return;
     const result = prompt("结果(止盈/止损/保本止盈/移动止盈/手动平仓)", String(t.result || ""));
     if(result === null) return;
@@ -751,7 +751,7 @@ function loadJournals(){
             journalCache[o.id] = o;
             const moodTags = (o.mood_issues || []).join(",") || "无";
             html += `<div class="entry">
-                <div><strong>${o.coin||"-"} ${o.tf||"-"}</strong> | 盈亏:${o.pnl||"-"}U</div>
+                <div><strong>${o.coin||"-"} ${o.tf||"-"}</strong> | 盈亏:${formatJournalPnlUi(o.pnl)}U</div>
                 <div>开:${o.open_datetime||"-"} 平:${o.close_datetime||"-"} 持仓:${o.hold_duration||"-"}</div>
                 <div>心态标签:${moodTags}</div>
                 <div style="display:flex;gap:8px;flex-wrap:wrap;margin-top:6px">
@@ -908,7 +908,7 @@ function fillJournalFromTrade(t){
     setJournalField("close_datetime", toDatetimeLocalFromBeijing(t.closed_at));
     setJournalField("coin", coinFromSymbol(t.symbol));
     setJournalField("tf", "5m");
-    setJournalField("pnl", (t.pnl_amount === null || typeof t.pnl_amount === "undefined") ? "" : String(t.pnl_amount));
+    setJournalField("pnl", (t.pnl_amount === null || typeof t.pnl_amount === "undefined") ? "" : (Number.isFinite(Number(t.pnl_amount)) ? Number(t.pnl_amount).toFixed(2) : String(t.pnl_amount)));
     const rr = calcExpectedRrFromTrade(t);
     setJournalField("expect_rr", rr);
     let realRr = rr;
@@ -919,7 +919,7 @@ function fillJournalFromTrade(t){
     }
     setJournalField("real_rr", realRr);
     const riskHint = document.getElementById("risk-amount-hint");
-    if(riskHint){ riskHint.value = (Number.isFinite(riskAmount) && riskAmount > 0) ? String(riskAmount) : ""; }
+    if(riskHint){ riskHint.value = (Number.isFinite(riskAmount) && riskAmount > 0) ? riskAmount.toFixed(2) : ""; }
     const entryHint = document.getElementById("entry-price-hint");
     if(entryHint){ entryHint.value = t.trigger_price || ""; }
     const stopHint = document.getElementById("stop-loss-hint");
@@ -1098,6 +1098,30 @@ function formatSigned(v, digits=4){
     return `${sign}${n.toFixed(digits)}`;
 }
 
+function formatUsdt2(v){
+    if(v === null || typeof v === "undefined" || v === "") return "-";
+    const n = Number(v);
+    if(Number.isNaN(n)) return "-";
+    return n.toFixed(2);
+}
+
+function formatSignedUsdt2(v){
+    if(v === null || typeof v === "undefined" || v === "" || Number.isNaN(Number(v))) return "-";
+    const n = Number(v);
+    if(n === 0) return "0.00";
+    const sign = n > 0 ? "+" : "";
+    return `${sign}${n.toFixed(2)}`;
+}
+
+function formatJournalPnlUi(v){
+    if(v === null || typeof v === "undefined" || v === "") return "-";
+    const raw = String(v).trim();
+    if(!raw) return "-";
+    const n = Number(raw.replace(/,/g, ""));
+    if(Number.isFinite(n)) return formatSignedUsdt2(n);
+    return raw;
+}
+
 function paintPriceTrend(el, key, value){
     if(!el) return;
     const prev = lastPriceMap[key];
@@ -1121,7 +1145,7 @@ function refreshPriceSnapshot(){
         (data.key_prices || []).forEach(k=>{
             const pEl = document.getElementById(`key-price-${k.id}`);
             if(pEl){
-                pEl.innerText = Number(k.price).toFixed(6);
+                pEl.innerText = (k.price_display && k.price_display !== "-") ? k.price_display : Number(k.price).toFixed(6);
                 paintPriceTrend(pEl, `k-${k.id}`, Number(k.price));
             }
             const upEl = document.getElementById(`key-up-diff-${k.id}`);
@@ -1145,18 +1169,19 @@ function refreshPriceSnapshot(){
         (data.order_prices || []).forEach(o=>{
             const pEl = document.getElementById(`order-price-${o.id}`);
             if(pEl){
+                const pxd = (o.price_display && o.price_display !== "-") ? o.price_display : null;
                 const hasMark = (()=>{ const x = o.exchange_mark_price; if(x===null||x===undefined||x==="")return false; const n=Number(x); return !Number.isNaN(n); })();
                 const px = hasMark ? Number(o.exchange_mark_price) : Number(o.price);
                 const decimals = hasMark ? 8 : 6;
-                pEl.innerText = px.toFixed(decimals);
+                pEl.innerText = pxd !== null ? pxd : px.toFixed(decimals);
-                paintPriceTrend(pEl, `o-${o.id}`, px);
+                paintPriceTrend(pEl, `o-${o.id}`, pxd !== null ? Number(pxd) : px);
             }
             const exM = document.getElementById(`order-ex-margin-${o.id}`);
             if(exM){
                 const mv = o.exchange_initial_margin;
                 const mn = (mv === null || mv === undefined || mv === "") ? NaN : Number(mv);
                 if(!Number.isNaN(mn)){
-                    exM.innerText = `${mn.toFixed(4)}U`;
+                    exM.innerText = `${formatUsdt2(mn)}U`;
                 } else {
                     const prc = (typeof data.positions_raw_count === "number") ? data.positions_raw_count : null;
                     exM.innerText = (prc === 0) ? "无仓数据" : "-";
@@ -1164,7 +1189,7 @@ function refreshPriceSnapshot(){
             }
             const pnlEl = document.getElementById(`order-pnl-${o.id}`);
             if(pnlEl){
-                pnlEl.innerText = `${formatSigned(o.float_pnl, 4)}U (${formatSigned(o.float_pct, 2)}%)`;
+                pnlEl.innerText = `${formatSignedUsdt2(o.float_pnl)}U (${formatSigned(o.float_pct, 2)}%)`;
                 pnlEl.classList.remove("price-up","price-down","price-flat");
                 if(Number(o.float_pnl) > 0) pnlEl.classList.add("price-up");
                 else if(Number(o.float_pnl) < 0) pnlEl.classList.add("price-down");
@@ -1198,7 +1223,7 @@ function refreshOrderDefaults(){
             const fullEl = document.getElementById("use-full-margin");
             const marginEl = document.getElementById("order-margin");
             if(fullEl && marginEl && fullEl.checked){
-                const m = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(4);
+                const m = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(2);
                 marginEl.value = m;
             }
         }
@@ -1209,18 +1234,18 @@ function refreshAccountSnapshot(){
     fetch("/api/account_snapshot").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) ? "—" : `${data.funding_usdt}U`;
+            if(el) el.innerText = (data.funding_usdt === null || data.funding_usdt === undefined) ? "—" : `${formatUsdt2(data.funding_usdt)}U`;
         }
         if (typeof data.current_capital !== "undefined") {
             const el = document.getElementById("current-capital");
-            if(el) el.innerText = `${data.current_capital}U`;
+            if(el) el.innerText = `${formatUsdt2(data.current_capital)}U`;
         }
         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（有持仓或未到北京时间 {{ reset_hour }}:00）";
         const tip = document.getElementById("order-rule-tip");
-        const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt}U` : "";
+        const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约 ${formatUsdt2(latestAvailableUsdt)}U` : "";
         if(tip){
             tip.innerText = `规则：单仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${canTradeText}${avail}`;
         }
@@ -1236,7 +1261,7 @@ if(fullMarginEl){
     fullMarginEl.addEventListener("change", function(){
         const marginEl = document.getElementById("order-margin");
         if(marginEl && this.checked && latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)){
-            marginEl.value = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(4);
+            marginEl.value = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(2);
         }
     });
 }

crypto_monitor_gate/templates/order_focus.html

@@ -140,13 +140,13 @@ function addLine(price, title, color){
 function paintOrder(order){
     document.getElementById("m-symbol").innerText = order.symbol || "-";
     document.getElementById("m-direction").innerText = (order.direction === "short") ? "做空" : "做多";
-    document.getElementById("m-entry").innerText = fmt(order.trigger_price, 8);
+    document.getElementById("m-entry").innerText = order.trigger_price_display || fmt(order.trigger_price, 8);
-    document.getElementById("m-sl").innerText = fmt(order.stop_loss, 8);
+    document.getElementById("m-sl").innerText = order.stop_loss_display || fmt(order.stop_loss, 8);
-    document.getElementById("m-tp").innerText = fmt(order.take_profit, 8);
+    document.getElementById("m-tp").innerText = order.take_profit_display || fmt(order.take_profit, 8);
     document.getElementById("m-rr").innerText = (order.rr_ratio === null || typeof order.rr_ratio === "undefined") ? "-" : `1:${Number(order.rr_ratio).toFixed(2)}`;
-    document.getElementById("m-price").innerText = fmt(order.current_price, 8);
+    document.getElementById("m-price").innerText = order.current_price_display || fmt(order.current_price, 8);
     const pnlEl = document.getElementById("m-pnl");
-    pnlEl.innerText = `${fmt(order.float_pnl, 4)}U (${fmt(order.float_pct, 2)}%)`;
+    pnlEl.innerText = `${fmt(order.float_pnl, 2)}U (${fmt(order.float_pct, 2)}%)`;
     pnlEl.style.color = Number(order.float_pnl || 0) > 0 ? "#4cd97f" : (Number(order.float_pnl || 0) < 0 ? "#ff6666" : "#d6deff");
 }
 

crypto_monitor_gate/templates/order_focus_v2.html

@@ -142,15 +142,15 @@ function addLine(price, title, color){
 function paintOrder(order){
     document.getElementById("m-symbol").innerText = order.symbol || "-";
     document.getElementById("m-direction").innerText = (order.direction === "short") ? "做空" : "做多";
-    document.getElementById("m-entry").innerText = fmt(order.trigger_price, 8);
+    document.getElementById("m-entry").innerText = order.trigger_price_display || fmt(order.trigger_price, 8);
-    document.getElementById("m-sl").innerText = fmt(order.stop_loss, 8);
+    document.getElementById("m-sl").innerText = order.stop_loss_display || fmt(order.stop_loss, 8);
-    document.getElementById("m-tp").innerText = fmt(order.take_profit, 8);
+    document.getElementById("m-tp").innerText = order.take_profit_display || fmt(order.take_profit, 8);
     document.getElementById("m-rr").innerText = (order.rr_ratio === null || typeof order.rr_ratio === "undefined") ? "-" : `1:${Number(order.rr_ratio).toFixed(2)}`;
     document.getElementById("m-breakeven").innerText =
         (order.breakeven_enabled === false || order.breakeven_enabled === 0) ? "关闭" : "开启";
-    document.getElementById("m-price").innerText = fmt(order.current_price, 8);
+    document.getElementById("m-price").innerText = order.current_price_display || fmt(order.current_price, 8);
     const pnlEl = document.getElementById("m-pnl");
-    pnlEl.innerText = `${fmt(order.float_pnl, 4)}U (${fmt(order.float_pct, 2)}%)`;
+    pnlEl.innerText = `${fmt(order.float_pnl, 2)}U (${fmt(order.float_pct, 2)}%)`;
     pnlEl.style.color = Number(order.float_pnl || 0) > 0 ? "#4cd97f" : (Number(order.float_pnl || 0) < 0 ? "#ff6666" : "#d6deff");
 }
 

crypto_monitor_gate_bot/.env

@@ -37,8 +37,9 @@ BTC_LEVERAGE=10
 ALT_LEVERAGE=5
 # 交易日重置小时（北京时间）
 TRADING_DAY_RESET_HOUR=8
-# 整点前禁止新开仓：true=启用（默认），false=关闭（仍可保留 8 点作为交易日划分）
+# Gate 平仓历史：同步「趋势回调」交易记录与交易所已实现盈亏（北京日期 00:00 起，与 APP_TIMEZONE 一致）；留空则从近 90 天拉取
-TRADING_DAY_RESET_OPEN_GUARD_ENABLED=true
+# EXCHANGE_POSITION_SYNC_FROM_BJ=2026-05-14
+# EXCHANGE_POSITION_HISTORY_LIMIT=200
 
 # 是否开启 Gate 实盘下单（false=只做本地流程，true=真实下单）
 LIVE_TRADING_ENABLED=true

crypto_monitor_gate_bot/app.py

@@ -93,6 +93,11 @@ TRADING_DAY_RESET_OPEN_GUARD_ENABLED = os.getenv(
     "TRADING_DAY_RESET_OPEN_GUARD_ENABLED", "true"
 ).lower() in ("1", "true", "yes", "on")
 APP_TIMEZONE = os.getenv("APP_TIMEZONE", "Asia/Shanghai")
+# 交易所「平仓历史」同步：自北京日期 00:00 起（与 APP_TIMEZONE 一致）；空则取最近 90 天
+EXCHANGE_POSITION_SYNC_FROM_BJ = (os.getenv("EXCHANGE_POSITION_SYNC_FROM_BJ") or "").strip()
+EXCHANGE_POSITION_HISTORY_LIMIT = max(50, min(1000, int(os.getenv("EXCHANGE_POSITION_HISTORY_LIMIT", "200"))))
+
+_LAST_POSITION_HISTORY_SYNC_AT = 0.0
 
 
 def _resolve_app_tz():
@@ -1182,6 +1187,26 @@ def init_db():
     try:
         c.execute("ALTER TABLE trade_records ADD COLUMN reviewed_entry_reason TEXT")
     except: pass
+    try:
+        c.execute("ALTER TABLE trade_records ADD COLUMN trend_plan_id INTEGER")
+    except Exception:
+        pass
+    try:
+        c.execute("ALTER TABLE trade_records ADD COLUMN exchange_realized_pnl REAL")
+    except Exception:
+        pass
+    try:
+        c.execute("ALTER TABLE trade_records ADD COLUMN exchange_opened_at TEXT")
+    except Exception:
+        pass
+    try:
+        c.execute("ALTER TABLE trade_records ADD COLUMN exchange_closed_at TEXT")
+    except Exception:
+        pass
+    try:
+        c.execute("ALTER TABLE trade_records ADD COLUMN exchange_sync_key TEXT")
+    except Exception:
+        pass
     try:
         c.execute("ALTER TABLE journal_entries ADD COLUMN mood_ai_score INTEGER")
     except: pass
@@ -1286,6 +1311,36 @@ def init_db():
         )"""
     )
 
+    c.execute(
+        """CREATE TABLE IF NOT EXISTS trend_pullback_preview_snapshots (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            preview_id TEXT NOT NULL UNIQUE,
+            symbol TEXT NOT NULL,
+            exchange_symbol TEXT NOT NULL,
+            direction TEXT NOT NULL,
+            leverage INTEGER NOT NULL,
+            stop_loss REAL NOT NULL,
+            add_upper REAL NOT NULL,
+            take_profit REAL NOT NULL,
+            risk_percent REAL NOT NULL,
+            snapshot_available_usdt REAL NOT NULL,
+            snapshot_at TEXT,
+            live_price_ref REAL,
+            plan_margin_capital REAL,
+            target_order_amount REAL,
+            first_order_amount REAL,
+            remainder_total REAL,
+            dca_legs INTEGER,
+            per_leg_amount REAL,
+            grid_prices_json TEXT,
+            leg_amounts_json TEXT,
+            expires_at_ms INTEGER NOT NULL,
+            preview_created_at TEXT,
+            outcome TEXT DEFAULT 'open',
+            executed_plan_id INTEGER
+        )"""
+    )
+
     conn.commit()
     conn.close()
 
@@ -1710,9 +1765,57 @@ def to_effective_trade_dict(row):
     item["effective_hold_seconds"] = get_effective_trade_field(row, "reviewed_hold_seconds", "hold_seconds", item.get("hold_seconds"))
     er_eff = get_effective_trade_field(row, "reviewed_entry_reason", "entry_reason", item.get("entry_reason"))
     item["effective_entry_reason"] = (str(er_eff).strip() if er_eff is not None else "") or ""
+    mt = (item.get("monitor_type") or "").strip()
+    ex_pnl = item.get("exchange_realized_pnl")
+    ex_open = item.get("exchange_opened_at")
+    ex_close = item.get("exchange_closed_at")
+    if mt == MONITOR_TYPE_TREND and ex_pnl is not None and str(ex_pnl).strip() != "":
+        try:
+            item["display_pnl_amount"] = float(ex_pnl)
+        except (TypeError, ValueError):
+            item["display_pnl_amount"] = float(item.get("effective_pnl_amount") or 0)
+        item["display_pnl_source"] = "exchange"
+        eo = (str(ex_open).strip() if ex_open else "") or item.get("effective_opened_at") or ""
+        ec = (str(ex_close).strip() if ex_close else "") or item.get("effective_closed_at") or ""
+        item["display_opened_at"] = eo[:16] if eo else "-"
+        item["display_closed_at"] = ec[:16] if ec else "-"
+    else:
+        try:
+            item["display_pnl_amount"] = float(item.get("effective_pnl_amount") or 0)
+        except (TypeError, ValueError):
+            item["display_pnl_amount"] = 0.0
+        item["display_pnl_source"] = "local"
+        eo = item.get("effective_opened_at") or ""
+        ec = item.get("effective_closed_at") or ""
+        item["display_opened_at"] = (eo[:16] if eo else "-")
+        item["display_closed_at"] = (ec[:16] if ec else "-")
     return item
 
 
+def format_money_usdt(value):
+    """资金类展示：固定两位小数（USDT）。"""
+    if value is None or value == "":
+        return "—"
+    try:
+        return f"{round(float(value), 2):.2f}"
+    except (TypeError, ValueError):
+        return "—"
+
+
+def _exchange_unified_symbol_for_format(symbol_str):
+    if not symbol_str:
+        return None
+    s = str(symbol_str).strip()
+    if not s:
+        return None
+    try:
+        if ":" in s or "/" in s:
+            return normalize_exchange_symbol(s)
+        return normalize_exchange_symbol(f"{s}/USDT")
+    except Exception:
+        return None
+
+
 def format_price_for_symbol(symbol, value):
     if value in (None, ""):
         return "-"
@@ -1722,8 +1825,14 @@ def format_price_for_symbol(symbol, value):
         return str(value)
     if v == 0:
         return "0"
+    sym = _exchange_unified_symbol_for_format(symbol)
+    if sym and exchange_private_api_configured():
+        try:
+            ensure_markets_loaded()
+            return str(exchange.price_to_precision(sym, v))
+        except Exception:
+            pass
     av = abs(v)
-    # 根据币价量级动态精度：低价币保留更多小数，高价币减少噪音位数
     if av >= 10000:
         d = 2
     elif av >= 100:
@@ -1740,6 +1849,70 @@ def format_price_for_symbol(symbol, value):
     return text.rstrip("0").rstrip(".") if "." in text else text
 
 
+def format_amount_for_symbol(symbol, value):
+    """合约张数等：尽量与交易所 amount 精度一致。"""
+    if value in (None, ""):
+        return "-"
+    try:
+        v = float(value)
+    except Exception:
+        return str(value)
+    sym = _exchange_unified_symbol_for_format(symbol)
+    if sym and exchange_private_api_configured():
+        try:
+            ensure_markets_loaded()
+            return str(exchange.amount_to_precision(sym, v))
+        except Exception:
+            pass
+    text = f"{v:.8f}"
+    return text.rstrip("0").rstrip(".") if "." in text else text
+
+
+def insert_trend_preview_snapshot(conn, preview_id, created, exp_ms, pl):
+    """生成预览成功后归档一条快照（与 trend_pullback_previews 同参）。"""
+    conn.execute(
+        """INSERT INTO trend_pullback_preview_snapshots (
+            preview_id,symbol,exchange_symbol,direction,leverage,stop_loss,add_upper,take_profit,risk_percent,
+            snapshot_available_usdt,snapshot_at,live_price_ref,plan_margin_capital,target_order_amount,first_order_amount,remainder_total,
+            dca_legs,per_leg_amount,grid_prices_json,leg_amounts_json,expires_at_ms,preview_created_at
+        ) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
+        (
+            preview_id,
+            pl["symbol"],
+            pl["exchange_symbol"],
+            pl["direction"],
+            pl["leverage"],
+            pl["stop_loss"],
+            pl["add_upper"],
+            pl["take_profit"],
+            pl["risk_percent"],
+            pl["snapshot_available_usdt"],
+            pl["snapshot_at"],
+            pl["live_price_ref"],
+            pl["plan_margin_capital"],
+            pl["target_order_amount"],
+            pl["first_order_amount"],
+            pl["remainder_total"],
+            pl["dca_legs"],
+            pl["per_leg_amount"],
+            pl["grid_prices_json"],
+            pl["leg_amounts_json"],
+            exp_ms,
+            created,
+        ),
+    )
+
+
+def preview_snapshot_outcome_label(outcome):
+    o = (outcome or "").strip().lower()
+    return {
+        "open": "待确认",
+        "executed": "已执行",
+        "cancelled": "已取消",
+        "expired": "已过期",
+    }.get(o, outcome or "-")
+
+
 def format_hold_minutes(minutes):
     if not minutes:
         return "0分钟"
@@ -1887,6 +2060,7 @@ def insert_trade_record(
     closed_at=None,
     closed_at_ms=None,
     exchange_trade_id=None,
+    trend_plan_id=None,
 ):
     hold_minutes = calc_hold_minutes(hold_seconds)
     open_ts = opened_at or app_now_str()
@@ -1894,12 +2068,12 @@ def insert_trade_record(
     open_ts_ms = _to_ms_with_fallback(opened_at_ms, open_ts)
     close_ts_ms = _to_ms_with_fallback(closed_at_ms, close_ts)
     conn.execute(
-        "INSERT INTO trade_records (symbol,monitor_type,direction,trigger_price,stop_loss,initial_stop_loss,take_profit,margin_capital,leverage,pnl_amount,hold_seconds,trade_style,risk_amount,planned_rr,actual_rr,hold_minutes,opened_at,opened_at_ms,closed_at,closed_at_ms,result,miss_reason,exchange_trade_id) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)",
+        "INSERT INTO trade_records (symbol,monitor_type,direction,trigger_price,stop_loss,initial_stop_loss,take_profit,margin_capital,leverage,pnl_amount,hold_seconds,trade_style,risk_amount,planned_rr,actual_rr,hold_minutes,opened_at,opened_at_ms,closed_at,closed_at_ms,result,miss_reason,exchange_trade_id,trend_plan_id) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)",
         (
             symbol, monitor_type, direction, trigger_price, stop_loss, initial_stop_loss, take_profit,
             margin_capital, leverage, pnl_amount, hold_seconds,
             trade_style, risk_amount, planned_rr, actual_rr, hold_minutes,
-            open_ts, open_ts_ms, close_ts, close_ts_ms, result, miss_reason, exchange_trade_id
+            open_ts, open_ts_ms, close_ts, close_ts_ms, result, miss_reason, exchange_trade_id, trend_plan_id
         )
     )
 
@@ -2395,6 +2569,15 @@ def precheck_trend_pullback_start(conn):
 
 def _trend_cleanup_stale_previews(conn):
     ms = int(time.time() * 1000)
+    stale = conn.execute("SELECT id FROM trend_pullback_previews WHERE expires_at_ms < ?", (ms,)).fetchall()
+    for row in stale:
+        try:
+            conn.execute(
+                "UPDATE trend_pullback_preview_snapshots SET outcome='expired' WHERE preview_id=? AND outcome='open'",
+                (row["id"],),
+            )
+        except Exception:
+            pass
     conn.execute("DELETE FROM trend_pullback_previews WHERE expires_at_ms < ?", (ms,))
 
 
@@ -3030,6 +3213,236 @@ def get_live_position_exchange_metrics(exchange_symbol, direction):
     return parse_ccxt_position_metrics(p)
 
 
+def _unified_symbol_for_match(symbol_str):
+    """统一 BTC/USDT:USDT 与 BTC/USDT 便于与 trade_records.symbol 比对。"""
+    x = (symbol_str or "").strip().upper()
+    if ":" in x:
+        x = x.split(":")[0]
+    return x
+
+
+def exchange_position_sync_since_ms():
+    """Gate fetch_positions_history 的 since（毫秒，含当日 0 点）。"""
+    s = EXCHANGE_POSITION_SYNC_FROM_BJ
+    if s:
+        for fmt, ln in (("%Y-%m-%d %H:%M:%S", 19), ("%Y-%m-%d", 10)):
+            try:
+                chunk = s[:ln] if len(s) >= ln else s[:10]
+                dt = datetime.strptime(chunk, fmt)
+                aware = dt.replace(tzinfo=APP_TZ)
+                return int(aware.timestamp() * 1000)
+            except Exception:
+                continue
+    dt0 = app_now() - timedelta(days=90)
+    try:
+        aware0 = datetime(dt0.year, dt0.month, dt0.day, 0, 0, 0, tzinfo=APP_TZ)
+    except Exception:
+        aware0 = datetime.now(APP_TZ)
+    return int(aware0.timestamp() * 1000)
+
+
+def _coerce_ts_ms(val):
+    if val is None or val == "":
+        return None
+    try:
+        v = float(val)
+    except (TypeError, ValueError):
+        return None
+    if v > 1e12:
+        return int(v)
+    if v > 1e10:
+        return int(v)
+    return int(v * 1000.0)
+
+
+def _normalize_gate_position_history_entry(p):
+    if not p or not isinstance(p, dict):
+        return None
+    info = p.get("info") or {}
+    sym = p.get("symbol") or ""
+    side = (p.get("side") or "").strip().lower()
+    if side not in ("long", "short"):
+        sz = info.get("accum_size") if info.get("accum_size") is not None else info.get("size")
+        try:
+            szf = float(sz)
+            if szf > 0:
+                side = "long"
+            elif szf < 0:
+                side = "short"
+        except (TypeError, ValueError):
+            side = ""
+    rp = p.get("realizedPnl")
+    if rp is None:
+        rp = info.get("pnl")
+    try:
+        rp_f = float(rp) if rp is not None and str(rp).strip() != "" else None
+    except (TypeError, ValueError):
+        rp_f = None
+    close_ms = _coerce_ts_ms(p.get("lastUpdateTimestamp"))
+    if close_ms is None:
+        close_ms = _coerce_ts_ms(info.get("time"))
+    open_ms = _coerce_ts_ms(p.get("timestamp"))
+    if open_ms is None:
+        open_ms = _coerce_ts_ms(info.get("first_open_time"))
+    c_raw = str(info.get("contract") or "").strip()
+    t_raw = info.get("time")
+    sync_key = f"{c_raw}|{t_raw}|{side}"
+    return {
+        "symbol_u": _unified_symbol_for_match(sym),
+        "side": side,
+        "close_ms": close_ms,
+        "open_ms": open_ms,
+        "pnl": rp_f,
+        "sync_key": sync_key,
+    }
+
+
+def fetch_gate_positions_close_history():
+    if not exchange_private_api_configured():
+        return []
+    ensure_markets_loaded()
+    since_ms = exchange_position_sync_since_ms()
+    try:
+        rows = exchange.fetch_positions_history(
+            None,
+            since=int(since_ms),
+            limit=int(EXCHANGE_POSITION_HISTORY_LIMIT),
+            params={"settle": "usdt"},
+        )
+    except Exception:
+        try:
+            rows = exchange.fetch_positions_history(
+                None,
+                since=int(since_ms),
+                limit=int(EXCHANGE_POSITION_HISTORY_LIMIT),
+                params={},
+            )
+        except Exception:
+            return []
+    out = []
+    for p in rows or []:
+        h = _normalize_gate_position_history_entry(p)
+        if h and h["close_ms"] and h["side"] in ("long", "short") and h["symbol_u"]:
+            out.append(h)
+    return out
+
+
+def sync_trend_trade_records_from_exchange(conn):
+    global _LAST_POSITION_HISTORY_SYNC_AT
+    if not exchange_private_api_configured():
+        return
+    now = time.time()
+    if now - _LAST_POSITION_HISTORY_SYNC_AT < 25.0:
+        return
+    try:
+        hist = fetch_gate_positions_close_history()
+    except Exception:
+        return
+    if not hist:
+        _LAST_POSITION_HISTORY_SYNC_AT = now
+        return
+    candidates = conn.execute(
+        """
+        SELECT id, symbol, direction, closed_at, opened_at, trend_plan_id, exchange_sync_key
+        FROM trade_records
+        WHERE monitor_type = ? AND (exchange_sync_key IS NULL OR TRIM(exchange_sync_key) = '')
+        ORDER BY id DESC
+        LIMIT 120
+        """,
+        (MONITOR_TYPE_TREND,),
+    ).fetchall()
+    if not candidates:
+        _LAST_POSITION_HISTORY_SYNC_AT = now
+        return
+    used = set()
+    for tr in candidates:
+        tid = None
+        if "trend_plan_id" in tr.keys() and tr["trend_plan_id"]:
+            try:
+                tid = int(tr["trend_plan_id"])
+            except (TypeError, ValueError):
+                tid = None
+        plan_open_ms = None
+        if tid:
+            prow = conn.execute("SELECT opened_at FROM trend_pullback_plans WHERE id=?", (tid,)).fetchone()
+            if prow and prow["opened_at"]:
+                plan_open_ms = opened_at_str_to_ms(prow["opened_at"])
+        close_ms_trade = opened_at_str_to_ms(tr["closed_at"]) or opened_at_str_to_ms(tr["opened_at"])
+        if close_ms_trade is None:
+            continue
+        best = None
+        best_d = None
+        for h in hist:
+            sk = h["sync_key"]
+            if not sk or sk in used:
+                continue
+            if h["symbol_u"] != _unified_symbol_for_match(tr["symbol"]):
+                continue
+            if h["side"] != (tr["direction"] or "long").strip().lower():
+                continue
+            cm = h["close_ms"]
+            if cm is None:
+                continue
+            if plan_open_ms is not None:
+                if cm < plan_open_ms - 15 * 60 * 1000:
+                    continue
+                if cm > plan_open_ms + 15 * 86400 * 1000:
+                    continue
+            else:
+                if abs(cm - close_ms_trade) > 3 * 86400 * 1000:
+                    continue
+            d = abs(cm - close_ms_trade)
+            if best_d is None or d < best_d:
+                best_d = d
+                best = h
+        if best is None or best_d is None or best_d > 25 * 60 * 1000:
+            continue
+        sk = best["sync_key"]
+        if sk in used:
+            continue
+        eo = ms_to_app_local_str(best["open_ms"]) if best.get("open_ms") else None
+        ec = ms_to_app_local_str(best["close_ms"]) if best.get("close_ms") else None
+        pnl_val = best.get("pnl")
+        if pnl_val is None:
+            pnl_val = 0.0
+        conn.execute(
+            """
+            UPDATE trade_records
+            SET exchange_realized_pnl = ?, exchange_opened_at = ?, exchange_closed_at = ?, exchange_sync_key = ?
+            WHERE id = ?
+            """,
+            (float(pnl_val), eo, ec, sk, int(tr["id"])),
+        )
+        used.add(sk)
+    _LAST_POSITION_HISTORY_SYNC_AT = now
+    conn.commit()
+
+
+def trend_plan_history_status_label(status):
+    s = (status or "").strip().lower()
+    return {
+        "stopped_tp": "止盈结束",
+        "stopped_sl": "止损结束",
+        "stopped_manual": "手动结束",
+    }.get(s, status or "-")
+
+
+def enrich_active_trend_plan_row(row):
+    d = row_to_dict(row)
+    ex_sym = d.get("exchange_symbol") or normalize_exchange_symbol(d.get("symbol") or "")
+    direction = (d.get("direction") or "long").lower()
+    m = get_live_position_exchange_metrics(ex_sym, direction)
+    if m and m.get("unrealized_pnl") is not None:
+        d["floating_pnl"] = float(m["unrealized_pnl"])
+    else:
+        d["floating_pnl"] = None
+    if m and m.get("mark_price") is not None:
+        d["floating_mark"] = float(m["mark_price"])
+    else:
+        d["floating_mark"] = None
+    return d
+
+
 def opened_at_str_to_ms(opened_at_str):
     if not opened_at_str:
         return None
@@ -3795,6 +4208,7 @@ def _trend_finalize_plan(conn, row, result_label, exit_price, closed_at=None):
         result=res,
         opened_at=opened_at,
         closed_at=closed_at,
+        trend_plan_id=int(row["id"]),
     )
     st = "stopped_tp" if result_label == "止盈" else ("stopped_sl" if result_label == "止损" else "stopped_manual")
     conn.execute(
@@ -4417,9 +4831,9 @@ def render_main_page(page="trade"):
     local_current_capital = float(session_row["current_capital"])
     funding_capital, trading_capital = get_exchange_capitals()
     # 资金账户：仅展示交易所读取结果（含 0）。不可用 TOTAL_CAPITAL 兜底，否则会与实盘不符。
-    funding_usdt = round(funding_capital, 4) if funding_capital is not None else None
+    funding_usdt = round(funding_capital, 2) if funding_capital is not None else None
-    current_capital = round(trading_capital, 4) if trading_capital is not None else round(local_current_capital, 4)
+    current_capital = round(trading_capital, 2) if trading_capital is not None else round(local_current_capital, 2)
-    recommended_capital = get_recommended_capital(current_capital)
+    recommended_capital = round(get_recommended_capital(current_capital), 2)
     key_list = conn.execute("SELECT * FROM key_monitors").fetchall()
     key_history = conn.execute("SELECT * FROM key_monitor_history ORDER BY id DESC LIMIT 80").fetchall()
     stats_bundle = compute_stats_bundle(conn, trading_day, now)
@@ -4427,6 +4841,11 @@ def render_main_page(page="trade"):
     order_list = []
     for o in raw_order_list:
         order_list.append(enrich_order_item(row_to_dict(o), current_capital))
+    if page in ("trade", "records", "plan_history"):
+        try:
+            sync_trend_trade_records_from_exchange(conn)
+        except Exception:
+            pass
     raw_records = conn.execute("SELECT * FROM trade_records ORDER BY id DESC").fetchall()
     records = [to_effective_trade_dict(r) for r in raw_records]
     total = len(records)
@@ -4443,9 +4862,27 @@ def render_main_page(page="trade"):
     trend_active = conn.execute(
         "SELECT COUNT(*) FROM trend_pullback_plans WHERE status='active'"
     ).fetchone()[0]
-    trend_plans = conn.execute(
+    trend_plans_raw = conn.execute(
         "SELECT * FROM trend_pullback_plans WHERE status='active' ORDER BY id DESC"
     ).fetchall()
+    trend_plans = [enrich_active_trend_plan_row(r) for r in trend_plans_raw]
+    plan_history = []
+    preview_snapshots = []
+    if page == "plan_history":
+        plan_history_raw = conn.execute(
+            "SELECT * FROM trend_pullback_plans WHERE status != 'active' ORDER BY id DESC LIMIT 100"
+        ).fetchall()
+        for pr in plan_history_raw:
+            pd = row_to_dict(pr)
+            pd["status_label"] = trend_plan_history_status_label(pd.get("status"))
+            plan_history.append(pd)
+        snap_rows = conn.execute(
+            "SELECT * FROM trend_pullback_preview_snapshots ORDER BY id DESC LIMIT 150"
+        ).fetchall()
+        for sr in snap_rows:
+            sd = row_to_dict(sr)
+            sd["outcome_label"] = preview_snapshot_outcome_label(sd.get("outcome"))
+            preview_snapshots.append(sd)
     can_trade = (
         trading_day_reset_allows_new_open(now)
         and active_count == 0
@@ -4508,6 +4945,9 @@ def render_main_page(page="trade"):
         active_count=active_count,
         can_trade=can_trade,
         trend_plans=trend_plans,
+        plan_history=plan_history,
+        preview_snapshots=preview_snapshots,
+        exchange_sync_from_label=(EXCHANGE_POSITION_SYNC_FROM_BJ or "最近90天"),
         trend_pullback_dca_legs=TREND_PULLBACK_DCA_LEGS,
         trend_pullback_preview_ttl=TREND_PULLBACK_PREVIEW_TTL_SECONDS,
         trend_preview=trend_preview,
@@ -4518,13 +4958,15 @@ def render_main_page(page="trade"):
         trend_preview_max_drift_pct=TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT,
         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=2,
+        data_export_version=3,
         key_alert_max_times=KEY_ALERT_MAX_TIMES,
         risk_percent=RISK_PERCENT,
         breakeven_rr_trigger=BREAKEVEN_RR_TRIGGER,
         breakeven_offset_pct=BREAKEVEN_OFFSET_PCT,
         occupied_miss_total=occupied_miss_total,
         price_fmt=format_price_for_symbol,
+        amt_fmt=format_amount_for_symbol,
+        money_fmt=format_money_usdt,
         entry_reason_options=list(ENTRY_REASON_OPTIONS),
         entry_reason_other_value=ENTRY_REASON_OTHER,
         exchange_display=EXCHANGE_DISPLAY_NAME,
@@ -4555,6 +4997,25 @@ def stats_page():
     return render_main_page("stats")
 
 
+@app.route("/plan_history")
+@login_required
+def plan_history_page():
+    return render_main_page("plan_history")
+
+
+@app.route("/api/preview_snapshot/<int:sid>")
+@login_required
+def api_preview_snapshot(sid):
+    conn = get_db()
+    row = conn.execute("SELECT * FROM trend_pullback_preview_snapshots WHERE id=?", (sid,)).fetchone()
+    conn.close()
+    if not row:
+        return jsonify({"ok": False, "msg": "not_found"}), 404
+    d = row_to_dict(row)
+    d["outcome_label"] = preview_snapshot_outcome_label(d.get("outcome"))
+    return jsonify({"ok": True, "snapshot": d})
+
+
 @app.route("/api/account_snapshot")
 @login_required
 def api_account_snapshot():
@@ -4564,9 +5025,9 @@ def api_account_snapshot():
     session_row = ensure_session(conn, trading_day)
     local_current_capital = float(session_row["current_capital"])
     funding_capital, trading_capital = get_exchange_capitals(force=True)
-    funding_usdt = round(funding_capital, 4) if funding_capital is not None else None
+    funding_usdt = round(funding_capital, 2) if funding_capital is not None else None
-    current_capital = round(trading_capital, 4) if trading_capital is not None else round(local_current_capital, 4)
+    current_capital = round(trading_capital, 2) if trading_capital is not None else round(local_current_capital, 2)
-    recommended_capital = get_recommended_capital(current_capital)
+    recommended_capital = round(get_recommended_capital(current_capital), 2)
     active_count = conn.execute("SELECT COUNT(*) FROM order_monitors WHERE status='active'").fetchone()[0]
     conn.close()
     can_trade = trading_day_reset_allows_new_open(now) and active_count == 0
@@ -4574,7 +5035,7 @@ def api_account_snapshot():
     return jsonify({
         "funding_usdt": funding_usdt,
         "current_capital": current_capital,
-        "available_trading_usdt": round(available_trading_usdt, 4) if available_trading_usdt is not None else None,
+        "available_trading_usdt": round(available_trading_usdt, 2) if available_trading_usdt is not None else None,
         "recommended_capital": recommended_capital,
         "active_count": active_count,
         "can_trade": can_trade,
@@ -5366,6 +5827,7 @@ def preview_trend_pullback():
             created,
         ),
     )
+    insert_trend_preview_snapshot(conn, pid, created, exp_ms, payload)
     conn.commit()
     conn.close()
     flash(f"预览已生成，有效期 {TREND_PULLBACK_PREVIEW_TTL_SECONDS} 秒，请核对后点击「确认执行」。")
@@ -5444,7 +5906,7 @@ def execute_trend_pullback():
     trading_day = get_trading_day(now)
     opened_at = app_now_str()
     opened_ms = _to_ms_with_fallback(None, opened_at)
-    conn.execute(
+    cur = conn.execute(
         """INSERT INTO trend_pullback_plans (
             status,symbol,exchange_symbol,direction,leverage,stop_loss,add_upper,take_profit,risk_percent,
             snapshot_available_usdt,snapshot_at,plan_margin_capital,target_order_amount,first_order_amount,remainder_total,
@@ -5481,11 +5943,16 @@ def execute_trend_pullback():
             f"预览ID:{pid[:8]}…",
         ),
     )
+    new_plan_id = int(cur.lastrowid)
+    conn.execute(
+        "UPDATE trend_pullback_preview_snapshots SET outcome='executed', executed_plan_id=? WHERE preview_id=?",
+        (new_plan_id, pid),
+    )
     conn.execute("DELETE FROM trend_pullback_previews WHERE id=?", (pid,))
     conn.commit()
     conn.close()
     flash(
-        f"趋势回调已执行：可用余额（执行时）{round(snap, 4)}U；计划保证金约 {round(margin_plan, 4)}U；"
+        f"趋势回调已执行：可用余额（执行时）{round(snap, 2)}U；计划保证金约 {round(margin_plan, 2)}U；"
         f"总张数约 {target_amt}，首仓 {first_amt}，补仓 {n_legs} 档；已挂交易所止损，止盈由程序监控。"
     )
     return redirect(url_for("trade_page"))
@@ -5497,6 +5964,10 @@ def cancel_trend_pullback_preview():
     pid = (request.form.get("preview_id") or "").strip()
     conn = get_db()
     if pid:
+        conn.execute(
+            "UPDATE trend_pullback_preview_snapshots SET outcome='cancelled' WHERE preview_id=? AND outcome='open'",
+            (pid,),
+        )
         conn.execute("DELETE FROM trend_pullback_previews WHERE id=?", (pid,))
         conn.commit()
     conn.close()
@@ -5546,6 +6017,28 @@ def stop_trend_pullback(pid):
     return redirect("/trade")
 
 
+@app.route("/delete_trend_plan_history/<int:pid>", methods=["POST"])
+@login_required
+def delete_trend_plan_history(pid):
+    conn = get_db()
+    row = conn.execute("SELECT id, status FROM trend_pullback_plans WHERE id=?", (pid,)).fetchone()
+    if not row:
+        conn.close()
+        flash("计划不存在")
+        return redirect(request.referrer or url_for("plan_history_page"))
+    if (row["status"] or "").strip() == "active":
+        conn.close()
+        flash("运行中的计划请使用「结束计划」，不可从历史中删除")
+        return redirect(request.referrer or url_for("plan_history_page"))
+    conn.execute("DELETE FROM trade_records WHERE trend_plan_id=?", (pid,))
+    conn.execute("DELETE FROM trend_pullback_preview_snapshots WHERE executed_plan_id=?", (pid,))
+    conn.execute("DELETE FROM trend_pullback_plans WHERE id=?", (pid,))
+    conn.commit()
+    conn.close()
+    flash("已删除该计划历史及关联趋势交易记录（若有）")
+    return redirect(request.referrer or url_for("plan_history_page"))
+
+
 @app.route("/delete_key_monitor/<int:kid>", methods=["POST"])
 @login_required
 def delete_key_monitor(kid):
@@ -5622,7 +6115,8 @@ def export_trade_records():
     rows = conn.execute(
         "SELECT id,symbol,monitor_type,direction,trigger_price,stop_loss,take_profit,margin_capital,leverage,"
         "pnl_amount,hold_seconds,hold_minutes,opened_at,closed_at,result,miss_reason,"
-        "entry_reason,reviewed_entry_reason,created_at FROM trade_records ORDER BY id ASC"
+        "entry_reason,reviewed_entry_reason,created_at,trend_plan_id,exchange_realized_pnl,"
+        "exchange_opened_at,exchange_closed_at,exchange_sync_key FROM trade_records ORDER BY id ASC"
     ).fetchall()
     conn.close()
     head_base = [
@@ -5645,6 +6139,11 @@ def export_trade_records():
         "entry_reason",
         "reviewed_entry_reason",
         "created_at",
+        "trend_plan_id",
+        "exchange_realized_pnl",
+        "exchange_opened_at",
+        "exchange_closed_at",
+        "exchange_sync_key",
     ]
     head = head_base + ["开仓类型"]
     data = []

crypto_monitor_gate_bot/templates/index.html

@@ -130,14 +130,14 @@
         <div class="stat-item"><div class="label">开单次数</div><div class="value">{{ s.opens_count }}</div></div>
         <div class="stat-item"><div class="label">平仓笔数</div><div class="value">{{ s.closed_count }}</div></div>
         <div class="stat-item"><div class="label">胜率</div><div class="value">{% if s.win_rate_pct is not none %}{{ s.win_rate_pct }}%{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">净盈亏(U)</div><div class="value">{{ s.net_pnl_u }}</div></div>
+        <div class="stat-item"><div class="label">净盈亏(U)</div><div class="value">{{ money_fmt(s.net_pnl_u) }}</div></div>
-        <div class="stat-item"><div class="label">亏损额合计(U)</div><div class="value">{{ s.loss_sum_u }}</div></div>
+        <div class="stat-item"><div class="label">亏损额合计(U)</div><div class="value">{{ money_fmt(s.loss_sum_u) }}</div></div>
-        <div class="stat-item"><div class="label">单笔最大亏损(U)</div><div class="value">{% if s.max_single_loss is not none %}{{ s.max_single_loss }}{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">单笔最大亏损(U)</div><div class="value">{% if s.max_single_loss is not none %}{{ money_fmt(s.max_single_loss) }}{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">单笔最大盈利(U)</div><div class="value">{% if s.max_single_profit is not none %}{{ s.max_single_profit }}{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">单笔最大盈利(U)</div><div class="value">{% if s.max_single_profit is not none %}{{ money_fmt(s.max_single_profit) }}{% else %}-{% endif %}</div></div>
-        <div class="stat-item"><div class="label">最大回撤(U)</div><div class="value">{{ s.max_drawdown_u }}</div></div>
+        <div class="stat-item"><div class="label">最大回撤(U)</div><div class="value">{{ money_fmt(s.max_drawdown_u) }}</div></div>
         <div class="stat-item"><div class="label">当前连续亏损笔数</div><div class="value">{{ s.consecutive_losses }}</div></div>
         <div class="stat-item"><div class="label">最长连续亏损(交易日)</div><div class="value">{{ s.max_loss_streak_days }} 天</div></div>
-        <div class="stat-item"><div class="label">期内最大亏损日</div><div class="value">{% if s.worst_day %}{{ s.worst_day }}（{{ s.worst_day_pnl }}U）{% else %}-{% endif %}</div></div>
+        <div class="stat-item"><div class="label">期内最大亏损日</div><div class="value">{% if s.worst_day %}{{ s.worst_day }}（{{ money_fmt(s.worst_day_pnl) }}U）{% else %}-{% endif %}</div></div>
     </div>
 </div>
 {% endmacro %}
@@ -149,12 +149,13 @@
     <div class="top-nav">
         <a href="/trade" class="{% if page == 'trade' %}active{% endif %}">交易执行</a>
         <a href="/records" class="{% if page == 'records' %}active{% endif %}">交易记录</a>
+        <a href="/plan_history" class="{% if page == 'plan_history' %}active{% endif %}">计划历史</a>
         <a href="/stats" class="{% if page == 'stats' %}active{% endif %}">统计分析</a>
     </div>
     {% with msg=get_flashed_messages() %}{% if msg %}<div class="flash">{{ msg[0] }}</div>{% endif %}{% endwith %}
 
     <div class="export-bar">
-        <span style="color:#9aa">数据导出（v{{ data_export_version }} CSV，UTF-8；交易记录含开仓类型列）：</span>
+        <span style="color:#9aa">数据导出（v{{ data_export_version }} CSV，UTF-8；交易记录含开仓类型列及交易所对齐字段）：</span>
         <a href="/export/trade_records">交易记录</a>
     </div>
     <div class="stat-box">
@@ -162,9 +163,9 @@
         <div class="stat-item"><div class="label">总交易</div><div class="value">{{ total }}</div></div>
         <div class="stat-item"><div class="label">错过次数</div><div class="value">{{ miss_count }}</div></div>
         <div class="stat-item"><div class="label">胜率</div><div class="value">{{ rate }}%</div></div>
-        <div class="stat-item"><div class="label">资金账户(USDT)</div><div class="value" id="total-capital">{% if funding_usdt is not none %}{{ funding_usdt }}U{% else %}—{% endif %}</div></div>
+        <div class="stat-item"><div class="label">资金账户(USDT)</div><div class="value" id="total-capital">{% if funding_usdt is not none %}{{ money_fmt(funding_usdt) }}U{% else %}—{% endif %}</div></div>
         <div class="stat-item"><div class="label">交易日</div><div class="value">{{ trading_day }}</div></div>
-        <div class="stat-item"><div class="label">当日资金(交易账户)</div><div class="value" id="current-capital">{{ current_capital }}U</div></div>
+        <div class="stat-item"><div class="label">当日资金(交易账户)</div><div class="value" id="current-capital">{{ money_fmt(current_capital) }}U</div></div>
     </div>
     <div class="rule-tip">实时价格更新时间：<span id="price-last-updated">--</span>（北京时间 UTC+8）</div>
 
@@ -188,7 +189,7 @@
                 以损定仓：风险 {{ risk_percent }}% ｜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>
             <div class="rule-tip">
-                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；界面时间为北京；将 {{ auto_transfer_to }} 补足到 {{ auto_transfer_amount }}U，来自 {{ auto_transfer_from }}）
+                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；界面时间为北京；将 {{ auto_transfer_to }} 补足到 {{ money_fmt(auto_transfer_amount) }}U，来自 {{ auto_transfer_from }}）
             </div>
             <form action="/manual_transfer" method="post" class="form-row">
                 <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额U" required>
@@ -236,14 +237,14 @@
                 <div class="list-item">
                     <div><strong>{{ o.symbol }}</strong> | <span class="badge direction">{{ '做多' if o.direction == 'long' else '做空' }}</span></div>
                     <div>
-                        风格:{{ o.trade_style or 'trend' }} | 风险:{{ o.risk_percent or '-' }}%≈{{ o.risk_amount or '-' }}U
+                        风格:{{ o.trade_style or 'trend' }} | 风险:{{ o.risk_percent or '-' }}%≈{{ money_fmt(o.risk_amount) }}U
-                        | {% if o.breakeven_enabled %}移动保本:开 {{ o.breakeven_rr_trigger or '-' }}R→{{ o.breakeven_price or '-' }}{% else %}移动保本:关{% endif %}
+                        | {% if o.breakeven_enabled %}移动保本:开 {{ o.breakeven_rr_trigger or '-' }}R→{{ price_fmt(o.symbol, o.breakeven_price) }}{% else %}移动保本:关{% endif %}
                         <br>
-                        成交:{{ o.trigger_price }} 止损:{{ o.stop_loss }} 止盈:{{ o.take_profit }}
+                        成交:{{ price_fmt(o.symbol, o.trigger_price) }} 止损:{{ price_fmt(o.symbol, o.stop_loss) }} 止盈:{{ price_fmt(o.symbol, o.take_profit) }}
                         | 盈亏比:<span id="order-rr-{{ o.id }}">{% if o.rr_ratio is not none %}1:{{ '%.2f'|format(o.rr_ratio) }}{% else %}-{% endif %}</span>
                         | 现价:<span id="order-price-{{ o.id }}">-</span>
                         | 浮盈亏:<span id="order-pnl-{{ o.id }}">-</span>
-                        | 计划基数:{{ o.margin_capital }}U | 所保证金:<span id="order-ex-margin-{{ o.id }}">-</span>
+                        | 计划基数:{{ money_fmt(o.margin_capital) }}U | 所保证金:<span id="order-ex-margin-{{ o.id }}">-</span>
                         | 杠杆:{{ o.leverage }}x | 仓位占比:{{ o.position_ratio }}%
                     </div>
                     <a href="/del_order/{{ o.id }}" class="btn-del" onclick="return confirm('删除会触发手动平仓，继续？')">平仓</a>
@@ -282,15 +283,15 @@
                 </div>
                 <div style="font-size:.82rem;color:#cfd3ef;line-height:1.55;margin-bottom:10px">
                     {{ trend_preview.symbol }} {{ '做多' if trend_preview.direction == 'long' else '做空' }} {{ trend_preview.leverage }}x ｜
-                    预览可用快照 <strong>{{ trend_preview.snapshot_available_usdt }}</strong> U ｜ 参考价 {{ trend_preview.live_price_ref }} ｜
+                    预览可用快照 <strong>{{ money_fmt(trend_preview.snapshot_available_usdt) }}</strong> U ｜ 参考价 {{ price_fmt(trend_preview.symbol, trend_preview.live_price_ref) }} ｜
-                    计划保证金≈{{ trend_preview.plan_margin_capital }} U ｜ 总张≈{{ trend_preview.target_order_amount }}（首仓 {{ trend_preview.first_order_amount }} + 补仓 {{ trend_preview.remainder_total }}）<br>
+                    计划保证金≈{{ money_fmt(trend_preview.plan_margin_capital) }} U ｜ 总张≈{{ amt_fmt(trend_preview.symbol, trend_preview.target_order_amount) }}（首仓 {{ amt_fmt(trend_preview.symbol, trend_preview.first_order_amount) }} + 补仓 {{ amt_fmt(trend_preview.symbol, trend_preview.remainder_total) }}）<br>
-                    止损 {{ trend_preview.stop_loss }} ｜ 补仓上沿 {{ trend_preview.add_upper }} ｜ 止盈 {{ trend_preview.take_profit }} ｜ 风险比例 {{ trend_preview.risk_percent }}%
+                    止损 {{ price_fmt(trend_preview.symbol, trend_preview.stop_loss) }} ｜ 补仓上沿 {{ price_fmt(trend_preview.symbol, trend_preview.add_upper) }} ｜ 止盈 {{ price_fmt(trend_preview.symbol, trend_preview.take_profit) }} ｜ 风险比例 {{ trend_preview.risk_percent }}%
                 </div>
                 <div class="table-wrap" style="margin-bottom:10px">
                     <table>
                         <tr><th>#</th><th>补仓触发价</th><th>该档张数</th></tr>
                         {% for row in trend_preview_levels %}
-                        <tr><td>{{ row.i }}</td><td>{{ row.price }}</td><td>{{ row.contracts }}</td></tr>
+                        <tr><td>{{ row.i }}</td><td>{{ price_fmt(trend_preview.symbol, row.price) }}</td><td>{{ amt_fmt(trend_preview.symbol, row.contracts) }}</td></tr>
                         {% endfor %}
                     </table>
                 </div>
@@ -331,9 +332,10 @@
                 <div class="list-item">
                     <div><strong>#{{ t.id }} {{ t.symbol }}</strong> | {{ '做多' if t.direction == 'long' else '做空' }} | {{ t.leverage }}x</div>
                     <div style="font-size:.82rem;color:#cfd3ef">
-                        可用快照:{{ t.snapshot_available_usdt }}U | 计划保证金≈{{ t.plan_margin_capital }}U | 总张≈{{ t.target_order_amount }} 首仓{{ t.first_order_amount }} 补仓档{{ t.dca_legs }}
+                        可用快照:{{ money_fmt(t.snapshot_available_usdt) }}U | 计划保证金≈{{ money_fmt(t.plan_margin_capital) }}U | 总张≈{{ amt_fmt(t.symbol, t.target_order_amount) }} 首仓{{ amt_fmt(t.symbol, t.first_order_amount) }} 补仓档{{ t.dca_legs }}
-                        <br>止损:{{ t.stop_loss }} 补仓上沿:{{ t.add_upper }} 止盈:{{ t.take_profit }}
+                        <br>止损:{{ price_fmt(t.symbol, t.stop_loss) }} 补仓上沿:{{ price_fmt(t.symbol, t.add_upper) }} 止盈:{{ price_fmt(t.symbol, t.take_profit) }}
-                        <br>均价:{{ t.avg_entry_price }} 已补仓:{{ t.legs_done }}/{{ t.dca_legs }}
+                        <br>均价:{{ price_fmt(t.symbol, t.avg_entry_price) }} 已补仓:{{ t.legs_done }}/{{ t.dca_legs }}
+                        <br>浮盈亏(交易所): {% if t.floating_pnl is not none %}<span class="{{ 'pnl-profit' if t.floating_pnl > 0 else ('pnl-loss' if t.floating_pnl < 0 else '') }}">{{ money_fmt(t.floating_pnl) }} U</span>{% else %}—{% endif %}{% if t.floating_mark is not none %} ｜ 标记价: {{ price_fmt(t.symbol, t.floating_mark) }}{% endif %}
                     </div>
                     <a href="/stop_trend_pullback/{{ t.id }}" class="btn-del" onclick="return confirm('结束计划：市价平仓并撤掉该合约全部挂单，确定？')">结束计划</a>
                 </div>
@@ -349,25 +351,24 @@
             <h2>交易记录</h2>
             <div class="table-wrap">
             <table>
-                <tr><th>品种</th><th>类型</th><th>方向</th><th>成交</th><th>止损</th><th>止盈</th><th>基数</th><th>杠杆</th><th>持仓分钟</th><th>开仓时间(北京)</th><th>平仓时间(北京)</th><th>盈亏U</th><th>结果</th><th>操作</th></tr>
+                <tr><th>品种</th><th>类型</th><th>方向</th><th>成交</th><th>止损</th><th>止盈</th><th>基数</th><th>杠杆</th><th>持仓分钟</th><th>开仓(展示)</th><th>平仓(展示)</th><th>盈亏U(展示)</th><th>结果</th><th>操作</th></tr>
                 {% for r in record %}
                 <tr id="trade-row-{{ r.id }}">
-                    {% set pnl_val = (r.pnl_amount or 0)|float %}
                     <td>{{ r.symbol }}</td>
                     <td>{{ r.monitor_type }}</td>
                     <td><span class="badge {{ 'direction-long' if r.direction == 'long' else 'direction-short' }}">{{ '做多' if r.direction == 'long' else '做空' }}</span></td>
-                    <td>{{ r.trigger_price }}</td>
+                    <td>{{ price_fmt(r.symbol, r.trigger_price) }}</td>
                     {% set stop_show = r.effective_stop_loss or r.initial_stop_loss or r.stop_loss %}
                     {% set tp_show = r.effective_take_profit or r.take_profit %}
                     <td>{{ price_fmt(r.symbol, stop_show) }}</td>
                     <td>{{ price_fmt(r.symbol, tp_show) }}</td>
-                    <td>{{ r.margin_capital or '-' }}</td>
+                    <td>{% if r.margin_capital is not none and r.margin_capital != '' %}{{ money_fmt(r.margin_capital) }}{% else %}-{% endif %}</td>
                     <td>{{ r.leverage or '-' }}</td>
                     <td>{{ r.effective_hold_minutes or 0 }}</td>
-                    <td>{{ (r.effective_opened_at or '-')[:16] }}</td>
+                    <td>{{ r.display_opened_at }}</td>
-                    <td>{{ (r.effective_closed_at or r.created_at or '-')[:16] }}</td>
+                    <td>{{ r.display_closed_at }}</td>
-                    {% set pnl_val = (r.effective_pnl_amount or 0)|float %}
+                    {% set pnl_val = (r.display_pnl_amount or 0)|float %}
-                    <td><span class="{{ 'pnl-profit' if pnl_val > 0 else ('pnl-loss' if pnl_val < 0 else '') }}">{{ r.effective_pnl_amount or 0 }}</span></td>
+                    <td><span class="{{ 'pnl-profit' if pnl_val > 0 else ('pnl-loss' if pnl_val < 0 else '') }}">{{ money_fmt(r.display_pnl_amount) }}</span>{% if r.monitor_type == '趋势回调' and r.display_pnl_source == 'local' %}<span style="font-size:.68rem;color:#8892b0">估</span>{% elif r.monitor_type == '趋势回调' and r.display_pnl_source == 'exchange' %}<span style="font-size:.68rem;color:#6ab88a">所</span>{% endif %}</td>
                     <td>
                         {% set effective_result = r.effective_result %}
                         {% if effective_result in ["止盈","保本止盈","移动止盈"] %}<span class="badge profit">{{ effective_result }}</span>
@@ -407,6 +408,64 @@
         {% endif %}
     </div>
 
+    {% if page == 'plan_history' %}
+    <div class="card full" style="margin-bottom:12px">
+        <h2 style="margin-bottom:6px">已结束的趋势回调计划</h2>
+        <div class="rule-tip" style="margin-bottom:8px">删除将同时移除 <code>trend_plan_id</code> 关联的「趋势回调」交易记录及该计划对应的预览快照归档。交易所平仓同步起点（北京日期）：<strong>{{ exchange_sync_from_label }}</strong>（<code>EXCHANGE_POSITION_SYNC_FROM_BJ</code>）。</div>
+        {% if plan_history and plan_history|length > 0 %}
+        <div class="table-wrap">
+            <table>
+                <tr><th>ID</th><th>品种</th><th>方向</th><th>杠杆</th><th>状态</th><th>结束</th><th>开仓时间</th><th>计划保证金≈</th><th>操作</th></tr>
+                {% for p in plan_history %}
+                <tr>
+                    <td>{{ p.id }}</td>
+                    <td>{{ p.symbol }}</td>
+                    <td><span class="badge {{ 'direction-long' if p.direction == 'long' else 'direction-short' }}">{{ '做多' if p.direction == 'long' else '做空' }}</span></td>
+                    <td>{{ p.leverage }}x</td>
+                    <td>{{ p.status_label }}</td>
+                    <td>{{ p.message or '-' }}</td>
+                    <td>{{ (p.opened_at or '-')[:16] }}</td>
+                    <td>{% if p.plan_margin_capital is not none %}{{ money_fmt(p.plan_margin_capital) }}{% else %}-{% endif %}</td>
+                    <td>
+                        <form action="{{ url_for('delete_trend_plan_history', pid=p.id) }}" method="post" style="display:inline" onsubmit="return confirm('确定删除该计划历史及关联趋势交易记录？');">
+                            <button type="submit" class="table-del">删除</button>
+                        </form>
+                    </td>
+                </tr>
+                {% endfor %}
+            </table>
+        </div>
+        {% else %}
+        <div class="rule-tip" style="color:#8892b0">暂无已结束的计划</div>
+        {% endif %}
+    </div>
+    <div class="card full" style="margin-bottom:12px">
+        <h2 style="margin-bottom:6px">预览快照（自本版本起留存）</h2>
+        <div class="rule-tip" style="margin-bottom:8px">每次「生成预览」自动归档；取消、过期或执行后仍可点开查看当时参数。执行后状态为「已执行」并带关联计划 ID。</div>
+        {% if preview_snapshots and preview_snapshots|length > 0 %}
+        <div class="table-wrap">
+            <table>
+                <tr><th>ID</th><th>时间</th><th>品种</th><th>方向</th><th>杠杆</th><th>状态</th><th>快照余额U</th><th>操作</th></tr>
+                {% for s in preview_snapshots %}
+                <tr>
+                    <td>{{ s.id }}</td>
+                    <td>{{ (s.preview_created_at or '-')[:16] }}</td>
+                    <td>{{ s.symbol }}</td>
+                    <td>{{ '多' if s.direction == 'long' else '空' }}</td>
+                    <td>{{ s.leverage }}x</td>
+                    <td>{{ s.outcome_label }}{% if s.executed_plan_id %} #{{ s.executed_plan_id }}{% endif %}</td>
+                    <td>{{ money_fmt(s.snapshot_available_usdt) }}</td>
+                    <td><button type="button" class="table-del" style="background:#1f3a5a;color:#8fc8ff" onclick="openPreviewSnapshotDetail({{ s.id }})">查看</button></td>
+                </tr>
+                {% endfor %}
+            </table>
+        </div>
+        {% else %}
+        <div class="rule-tip" style="color:#8892b0">暂无预览快照（新版本生成预览后将出现在此）</div>
+        {% endif %}
+    </div>
+    {% endif %}
+
     {% if page == 'stats' %}
     <div class="card stats-card full" id="stats-card">
         <div style="display:flex;align-items:center;justify-content:space-between;gap:10px;flex-wrap:wrap">
@@ -484,6 +543,41 @@ function validateJournalEntryReason(){
 function showImage(src){document.getElementById("bigImg").src=src;document.getElementById("imgModal").style.display="flex";}
 function closeModal(){document.getElementById("imgModal").style.display="none";}
 function forceCloseDetailModal(){document.getElementById("detailModal").style.display="none";}
+function fmtU2(n){
+    if(n === null || n === undefined || n === "") return "-";
+    const x = Number(n);
+    if(Number.isNaN(x)) return String(n);
+    return x.toFixed(2);
+}
+function openPreviewSnapshotDetail(id){
+    fetch(`/api/preview_snapshot/${id}`).then(r=>r.json()).then(data=>{
+        if(!data.ok){ alert((data && data.msg) || "加载失败"); return; }
+        const s = data.snapshot;
+        const lines = [
+            `预览ID：${s.preview_id || "-"}`,
+            `归档状态：${s.outcome_label || "-"}`,
+            `关联计划ID：${s.executed_plan_id != null ? s.executed_plan_id : "-"}`,
+            "",
+            `${s.symbol || "-"}  ${s.direction === "long" ? "做多" : "做空"}  ${s.leverage || "-"}x`,
+            `可用快照U：${fmtU2(s.snapshot_available_usdt)}`,
+            `参考价：${s.live_price_ref != null ? s.live_price_ref : "-"}`,
+            `计划保证金≈U：${fmtU2(s.plan_margin_capital)}`,
+            `总张数：${s.target_order_amount != null ? s.target_order_amount : "-"}`,
+            `首仓/补仓余：${s.first_order_amount != null ? s.first_order_amount : "-"} / ${s.remainder_total != null ? s.remainder_total : "-"}`,
+            `补仓档数：${s.dca_legs != null ? s.dca_legs : "-"}`,
+            `止损 / 补仓上沿 / 止盈：${s.stop_loss} / ${s.add_upper} / ${s.take_profit}`,
+            `风险%：${s.risk_percent != null ? s.risk_percent : "-"}`,
+            `网格价 JSON：${s.grid_prices_json || "[]"}`,
+            `分档张数 JSON：${s.leg_amounts_json || "[]"}`,
+            `创建时间：${s.preview_created_at || "-"}`,
+            `预览过期(ms)：${s.expires_at_ms != null ? s.expires_at_ms : "-"}`,
+        ].join("\n");
+        document.getElementById("detailTitle").innerText = `预览快照 #${id}`;
+        document.getElementById("detailBody").innerText = lines;
+        document.getElementById("detailImage").style.display = "none";
+        document.getElementById("detailModal").style.display = "flex";
+    }).catch(()=>{ alert("网络错误"); });
+}
 function closeDetailModal(e){if(e.target && e.target.id==="detailModal"){forceCloseDetailModal();}}
 
 const journalCache = {};
@@ -1060,7 +1154,7 @@ function refreshPriceSnapshot(){
                 const mv = o.exchange_initial_margin;
                 const mn = (mv === null || mv === undefined || mv === "") ? NaN : Number(mv);
                 if(!Number.isNaN(mn)){
-                    exM.innerText = `${mn.toFixed(4)}U`;
+                    exM.innerText = `${mn.toFixed(2)}U`;
                 } else {
                     const prc = (typeof data.positions_raw_count === "number") ? data.positions_raw_count : null;
                     exM.innerText = (prc === 0) ? "无仓数据" : "-";
@@ -1068,7 +1162,7 @@ function refreshPriceSnapshot(){
             }
             const pnlEl = document.getElementById(`order-pnl-${o.id}`);
             if(pnlEl){
-                pnlEl.innerText = `${formatSigned(o.float_pnl, 4)}U (${formatSigned(o.float_pct, 2)}%)`;
+                pnlEl.innerText = `${formatSigned(o.float_pnl, 2)}U (${formatSigned(o.float_pct, 2)}%)`;
                 pnlEl.classList.remove("price-up","price-down","price-flat");
                 if(Number(o.float_pnl) > 0) pnlEl.classList.add("price-up");
                 else if(Number(o.float_pnl) < 0) pnlEl.classList.add("price-down");
@@ -1102,7 +1196,7 @@ function refreshOrderDefaults(){
             const fullEl = document.getElementById("use-full-margin");
             const marginEl = document.getElementById("order-margin");
             if(fullEl && marginEl && fullEl.checked){
-                const m = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(4);
+                const m = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(2);
                 marginEl.value = m;
             }
         }
@@ -1113,18 +1207,18 @@ function refreshAccountSnapshot(){
     fetch("/api/account_snapshot").then(r=>r.json()).then(data=>{
         if (typeof data.funding_usdt !== "undefined") {
             const el = document.getElementById("total-capital");
-            if(el) el.innerText = (data.funding_usdt === null || data.funding_usdt === undefined) ? "—" : `${data.funding_usdt}U`;
+            if(el) el.innerText = (data.funding_usdt === null || data.funding_usdt === undefined) ? "—" : `${Number(data.funding_usdt).toFixed(2)}U`;
         }
         if (typeof data.current_capital !== "undefined") {
             const el = document.getElementById("current-capital");
-            if(el) el.innerText = `${data.current_capital}U`;
+            if(el) el.innerText = `${Number(data.current_capital).toFixed(2)}U`;
         }
         if (typeof data.available_trading_usdt !== "undefined" && data.available_trading_usdt !== null) {
             latestAvailableUsdt = Number(data.available_trading_usdt);
         }
         const canTradeText = data.can_trade ? "可开仓" : "不可开仓（有持仓或未到北京时间 {{ reset_hour }}:00）";
         const tip = document.getElementById("order-rule-tip");
-        const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt}U` : "";
+        const avail = (latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)) ? `；交易账户可用约${latestAvailableUsdt.toFixed(2)}U` : "";
         if(tip){
             tip.innerText = `规则：单仓；BTC {{ btc_leverage }}x / 山寨 {{ alt_leverage }}x；${canTradeText}${avail}`;
         }
@@ -1140,7 +1234,7 @@ if(fullMarginEl){
     fullMarginEl.addEventListener("change", function(){
         const marginEl = document.getElementById("order-margin");
         if(marginEl && this.checked && latestAvailableUsdt !== null && !Number.isNaN(latestAvailableUsdt)){
-            marginEl.value = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(4);
+            marginEl.value = Math.max(latestAvailableUsdt * {{ full_margin_buffer_ratio }}, 0).toFixed(2);
         }
     });
 }

crypto_monitor_gate_bot/趋势回调策略说明.md

@@ -50,6 +50,24 @@
 
 用户可「取消预览」删除 `trend_pullback_previews` 中对应记录；过期记录会在新预览或页面加载时清理。
 
+### 3.4 界面：计划历史与运行中浮动盈亏
+
+- **计划历史（页顶卡片）**  
+  - 仅展示 **`trend_pullback_plans` 中已结束的计划**（`status != 'active'`，如止盈结束、止损结束、手动结束）。  
+  - **不包含**仅存在于 `trend_pullback_previews`、从未「确认执行」的预览。  
+  - 每行提供 **删除**：删除该计划行，并删除 `trade_records` 中 **`trend_plan_id` 与之相同** 且类型为「趋势回调」的记录（用于与计划一一对应的新数据；历史旧行若无 `trend_plan_id` 则不会随删）。  
+- **运行中的计划（交易执行页）**  
+  - 在计划摘要下方展示 **浮盈亏（交易所）**：来自 Gate 当前持仓接口的 **未实现盈亏**（及标记价，若可得）；与本地按均价估算可能略有差异，以交易所为准便于对照。
+
+### 3.5 交易记录与交易所「已实现盈亏」对齐
+
+- 平仓时仍会写入一条 **`trade_records`**（`monitor_type=趋势回调`），其中的 **`pnl_amount` 等为本地估算**（`calc_pnl`，不含手续费、资金费等完整账单口径）。  
+- 打开 **「交易执行」或「交易记录」** 页面时，若已配置 **`GATE_API_KEY` / `GATE_API_SECRET`**（不要求 `LIVE_TRADING_ENABLED=true`，只读即可），应用会按节流策略（同进程约 **25 秒**内最多一次）调用 Gate **`fetch_positions_history`（平仓历史）**，为尚未写入 `exchange_sync_key` 的趋势回调记录 **匹配一条平仓记录**，并回填：  
+  - **`exchange_realized_pnl`**：交易所口径已实现盈亏（与 App「历史仓位」更接近）；  
+  - **`exchange_opened_at` / `exchange_closed_at`**：换算为应用时区（默认北京）下的开、平时间字符串。  
+- **交易记录表**展示列「开仓(展示) / 平仓(展示) / 盈亏U(展示)」：对「趋势回调」行，若已同步则优先显示交易所字段（界面小字 **「所」**）；未同步前仍显示本地复盘字段（小字 **「估」**）。  
+- 匹配规则概要：同品种、同方向、平仓时间与本地 `closed_at` 接近，并结合 **`trend_plan_id`** 对应计划的 `opened_at` 收窄时间窗；极端情况下若短时间多笔同向同品种，仍存在错配可能，可对照 `exchange_sync_key` 与交易所记录。
+
 ---
 
 ## 4. 与「机器人下单监控」的差异
@@ -82,10 +100,16 @@
 | `MONITOR_POLL_SECONDS` | 监控轮询间隔（秒） | `3` |
 | `LIVE_TRADING_ENABLED` | 是否允许真实下单 | `false` |
 | `FULL_MARGIN_BUFFER_RATIO` | 计划保证金相对可用余额上限比例 | `0.98` |
+| `APP_TIMEZONE` | 应用墙钟与「北京日期」同步起点时区（如 `Asia/Shanghai`） | `Asia/Shanghai` |
+| `EXCHANGE_POSITION_SYNC_FROM_BJ` | 拉取 Gate **平仓历史** 的最早日期（`YYYY-MM-DD`，按 `APP_TIMEZONE` 当日 **00:00** 起算）。**留空**则从近 **90 天** 起拉取 | 空 |
+| `EXCHANGE_POSITION_HISTORY_LIMIT` | 单次拉取平仓历史条数上限（50–1000） | `200` |
 
 ---
 
 ## 7. 数据库
 
 - **`trend_pullback_previews`**：未执行的预览行（含 `expires_at_ms`），执行成功或取消后删除；过期可被清理。  
-- **`trend_pullback_plans`**：已执行且运行中的计划；字段含快照可用余额、计划保证金、总张数、首仓张数、补仓 JSON、网格价 JSON、已补仓档数、均价、状态等。平仓结果写入 `trade_records`，`monitor_type` 为 **`趋势回调`**。
+- **`trend_pullback_plans`**：趋势回调计划。执行后写入一行，`status='active'` 表示运行中；止盈 / 止损 / 手动结束后变为 **`stopped_tp` / `stopped_sl` / `stopped_manual`** 等非 `active` 状态，并出现在页顶 **计划历史**。字段含快照可用余额、计划保证金、总张数、首仓张数、补仓 JSON、网格价 JSON、已补仓档数、均价、`opened_at`、`message`（结束说明）等。  
+- **`trade_records`**（`monitor_type=趋势回调`）：每次计划结束插入一行；含本地估算盈亏等。新写入行带 **`trend_plan_id`** 指向 `trend_pullback_plans.id`。另含 **`exchange_realized_pnl`、`exchange_opened_at`、`exchange_closed_at`、`exchange_sync_key`**，由页面触发的交易所平仓历史同步填充（见 3.5）。  
+
+**CSV 导出**：交易记录导出为 **v3**，包含上述交易所对齐字段及 `trend_plan_id`。

crypto_monitor_gate_bot/部署文档.md

@@ -150,6 +150,24 @@ TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT=5
 
 - **生成预览**与**确认执行**时都会读取 **Gate 永续账户 USDT 可用余额**；请尽量使用 **单独子账户** 承载策略资金。
 
+**界面与对账（与策略说明 3.4–3.5 节一致）**
+
+- 页顶 **计划历史**：仅 **已结束** 的趋势计划（不含未执行预览）；可 **删除** 计划行，并删除 `trend_plan_id` 关联的「趋势回调」`trade_records`（新数据；旧行无 `trend_plan_id` 不级联）。
+- **运行中计划**展示交易所 **未实现盈亏**（浮盈亏）。
+- **交易记录**：趋势单在配置 API Key 后，打开「交易执行 / 交易记录」页会按节流（约 **25 秒**内同进程最多一次）拉取 Gate **平仓历史**，回填 **`exchange_realized_pnl`** 等；列表展示优先用交易所口径（见策略说明）。
+
+**与交易所对齐的可选环境变量**
+
+```env
+# 平仓历史同步起点：北京日期 YYYY-MM-DD 的 0 点（与 APP_TIMEZONE 一致）；留空则从近 90 天拉取
+# EXCHANGE_POSITION_SYNC_FROM_BJ=2026-05-14
+# EXCHANGE_POSITION_HISTORY_LIMIT=200
+```
+
+说明：同步 **只读** 交易所接口，**不要求** `LIVE_TRADING_ENABLED=true`；无 Key 时不拉取，界面仍可用（浮盈亏可能为「—」、交易记录仍为本地「估」）。
+
+**交易记录 CSV**：导出为 **v3**，含 `trend_plan_id` 与交易所对齐列（详见策略说明数据库一节）。
+
 ---
 
 ## 6. 手工启动 Flask（验证）