Add OKX three-way trade mode for options vs hedge.

Env OKX_TRADE_MODE selects standalone options, perp hedge, or OO hedge; hide the other module UI and use group or position limits per mode.

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

crypto_monitor_okx/.env.example

@@ -111,7 +111,10 @@ OKX_OPTIONS_API_PASSPHRASE=
 OKX_OPTIONS_ACCOUNT_LABEL=主账户·期权
 OKX_OPTIONS_TRADE_BUDGET_USDC=10
 OKX_OPTIONS_BUDGET_BUFFER=0.95
-# 期权同时持仓上限(笔,按交易所合约笔数);0=不限制;期期需≥2(或 0);同合约加仓不占新笔数;热更
+# 交易模式三选一(热更):options=单独期权 / perp_options=永期对冲 / options_options=期期对冲
+# 选单独期权时隐藏对冲导航与对冲配置;选对冲时不可单独开期权,仓位按「对冲组数上限」
+OKX_TRADE_MODE=options
+# 仅单独期权模式:期权同时持仓上限(笔);0=不限制;同合约加仓不占新笔数;热更
 OKX_OPTIONS_MAX_ACTIVE_POSITIONS=0
 OKX_OPTIONS_DEFAULT_UNDERLY=ETH
 # 期权链仅显示卖一深度≥1张的合约(估算卖一/无深度不显示);false 则显示全部
@@ -128,10 +131,10 @@ OKX_OPTIONS_ALLOW_MARKET_CLOSE=false
 OKX_OPTIONS_OPEN_FILL_TIMEOUT_SEC=12
 
 # =============================================================================
-# 对冲计划(仅 OKX;前端 env「对冲计划」;详见 docs/对冲计划开发方案.md)
+# 对冲计划(仅 OKX;由 OKX_TRADE_MODE 控制是否启用;详见 docs/对冲计划开发方案.md)
 # =============================================================================
+# 以下三项已由 OKX_TRADE_MODE 取代,保留兼容旧部署(未配置 TRADE_MODE 时仍可读)
 HEDGE_PLAN_ENABLED=false
-# 页面 Tab 显示(默认全部显示,可单独关闭;不影响已有进行中/历史计划)
 HEDGE_PLAN_SHOW_PERP_OPTIONS=true
 HEDGE_PLAN_SHOW_OPTIONS_OPTIONS=true
 HEDGE_PLAN_LIVE_ORDER=false
@@ -149,6 +152,7 @@ HEDGE_PLAN_OO_BIAS_RATIO=0.7
 HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE=true
 # 半腿失败改手动补开(默认 true):不自动平已成腿,计划挂 partial,页面补开;开启时下方自动平强制无效
 HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL=true
+# 对冲组数上限(默认 1;opening/active/partial 计入);仅永期/期期模式生效;热更
 MAX_ACTIVE_HEDGE_PLANS=1
 HEDGE_PLAN_MONITOR_POLL_SECONDS=15
 # 半腿失败自动平期权;若 MANUAL_COMPLETE_ON_PARTIAL=true 则运行时强制无效(建议一并写成 false)

crypto_monitor_okx/app.py

@@ -6714,6 +6714,10 @@ def render_main_page(page="trade", embed_mode=None):
     from lib.instance.instance_display_prefs_lib import display_prefs_template_context
 
     _display_ctx = display_prefs_template_context(get_db)
+    from lib.hedge_plan.okx_trade_mode_lib import get_okx_trade_mode
+
+    _okx_trade_mode = get_okx_trade_mode()
+    _hedge_mode_on = _okx_trade_mode in ("perp_options", "options_options")
     template_ctx = dict(
         page=page,
         key=key_list,
@@ -6803,12 +6807,12 @@ def render_main_page(page="trade", embed_mode=None):
         exchange_display=EXCHANGE_DISPLAY_NAME,
         options_enabled=OKX_OPTIONS_ENABLED,
         options_nav_visible=True,
-        hedge_plan_enabled=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
-        hedge_plan_nav_visible=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
-        hedge_plan_show_perp_options=os.getenv("HEDGE_PLAN_SHOW_PERP_OPTIONS", "true").lower()
-        in ("1", "true", "yes", "on"),
-        hedge_plan_show_options_options=os.getenv("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", "true").lower()
-        in ("1", "true", "yes", "on"),
+        okx_trade_mode=_okx_trade_mode,
+        options_open_allowed=_okx_trade_mode == "options",
+        hedge_plan_enabled=_hedge_mode_on,
+        hedge_plan_nav_visible=_hedge_mode_on,
+        hedge_plan_show_perp_options=_okx_trade_mode == "perp_options",
+        hedge_plan_show_options_options=_okx_trade_mode == "options_options",
         hedge_plan_oo_close_mode_enabled=os.getenv("HEDGE_PLAN_OO_CLOSE_MODE_ENABLED", "true").lower()
         in ("1", "true", "yes", "on"),
         hedge_plan_budget_buffer=float(os.getenv("HEDGE_PLAN_BUDGET_BUFFER") or "0.95"),
@@ -9110,6 +9114,7 @@ def _dashboard_enrich_orders(items):
     return enrich_order_items_with_marks(items, get_price=get_price)
 
 
+from lib.hedge_plan.okx_trade_mode_lib import hedge_module_enabled
 from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
 
 register_instance_dashboard_routes(
@@ -9118,7 +9123,7 @@ register_instance_dashboard_routes(
     get_db=get_db,
     fetch_options_positions=_dashboard_fetch_options_positions,
     enrich_orders=_dashboard_enrich_orders,
-    hedge_enabled=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
+    hedge_enabled=hedge_module_enabled,
 )