Turn position/margin/sizing/direction env fields into dropdown selects.

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

lib/common/static/instance_settings_prefs.js

@@ -215,6 +215,27 @@
       });
       const cur = (field.current || field.default || "false").toLowerCase();
       input.value = cur === "true" || cur === "1" ? "true" : "false";
+    } else if (field.type === "select" && Array.isArray(field.options) && field.options.length) {
+      input = document.createElement("select");
+      input.id = "env-f-" + field.key;
+      const cur = String(field.current || field.default || "");
+      const seen = new Set();
+      field.options.forEach((opt) => {
+        const v = String(opt.value != null ? opt.value : "");
+        if (seen.has(v)) return;
+        seen.add(v);
+        const o = document.createElement("option");
+        o.value = v;
+        o.textContent = opt.label || v;
+        input.appendChild(o);
+      });
+      if (cur && !seen.has(cur)) {
+        const o = document.createElement("option");
+        o.value = cur;
+        o.textContent = cur;
+        input.insertBefore(o, input.firstChild);
+      }
+      input.value = cur || (field.options[0] && field.options[0].value) || "";
     } else {
       input = document.createElement("input");
       input.id = "env-f-" + field.key;

lib/env/env_schema.py

@@ -102,6 +102,28 @@ SENSITIVE_EXACT = frozenset({
 
 SENSITIVE_SUBSTR = ("_SECRET", "_PASSPHRASE", "_API_KEY", "_PASSWORD")
 
+# env 配置页下拉:value → 中文标签
+SELECT_OPTIONS: dict[str, tuple[tuple[str, str], ...]] = {
+    "OKX_TD_MODE": (("cross", "全仓"), ("isolated", "逐仓")),
+    "OKX_POS_MODE": (("hedge", "双向"), ("net", "单向净持仓")),
+    "BINANCE_MARGIN_MODE": (("cross", "全仓"), ("isolated", "逐仓")),
+    "BINANCE_POSITION_MODE": (("hedge", "双向"), ("one_way", "单向")),
+    "GATE_TD_MODE": (("cross", "全仓"), ("isolated", "逐仓")),
+    "GATE_POS_MODE": (("hedge", "双向"), ("single", "单向")),
+    "POSITION_SIZING_MODE": (("risk", "以损定仓"), ("full_margin", "全仓杠杆")),
+    "TRADE_DIRECTION": (
+        ("both", "双向均可"),
+        ("long_only", "仅做多"),
+        ("short_only", "仅做空"),
+    ),
+}
+
+_SELECT_ALIASES: dict[str, dict[str, str]] = {
+    "OKX_TD_MODE": {"cross_margin": "cross", "isolated_margin": "isolated"},
+    "BINANCE_MARGIN_MODE": {"cross_margin": "cross", "isolated_margin": "isolated"},
+    "GATE_TD_MODE": {"cross_margin": "cross", "isolated_margin": "isolated"},
+}
+
 
 def _is_sensitive(key: str) -> bool:
     if key in SENSITIVE_EXACT:
@@ -109,6 +131,27 @@ def _is_sensitive(key: str) -> bool:
     return any(s in key for s in SENSITIVE_SUBSTR)
 
 
+def select_options_for(key: str) -> list[dict[str, str]]:
+    opts = SELECT_OPTIONS.get(key) or ()
+    return [{"value": v, "label": lab} for v, lab in opts]
+
+
+def normalize_select_value(key: str, value: Optional[str]) -> str:
+    raw = (value or "").strip()
+    if not raw:
+        return ""
+    low = raw.lower()
+    aliases = _SELECT_ALIASES.get(key) or {}
+    if low in aliases:
+        return aliases[low]
+    allowed = {v for v, _ in (SELECT_OPTIONS.get(key) or ())}
+    if low in allowed:
+        return low
+    if raw in allowed:
+        return raw
+    return raw
+
+
 def _restart_required(key: str) -> bool:
     if key in HOT_RELOAD_EXACT:
         return False
@@ -126,6 +169,8 @@ def _hot_reload(key: str) -> bool:
 
 
 def _field_type(key: str, value: str) -> str:
+    if key in SELECT_OPTIONS:
+        return "select"
     low = (value or "").strip().lower()
     if low in ("true", "false"):
         return "bool"
@@ -286,6 +331,20 @@ def validate_env_updates(groups: list[dict], updates: dict[str, str]) -> tuple[d
                 errors.append(f"{key} 须为 true/false")
                 continue
             val = "true" if low in ("true", "1", "yes", "on") else "false"
+        elif ftype == "select" or key in SELECT_OPTIONS:
+            allowed_vals = {
+                str(o.get("value") if isinstance(o, dict) else o[0]).lower()
+                for o in (allowed[key].get("options") or select_options_for(key))
+            }
+            norm = normalize_select_value(key, val)
+            if allowed_vals and norm.lower() not in allowed_vals:
+                labels = " / ".join(
+                    f"{o['value']}({o['label']})" if isinstance(o, dict) else f"{o[0]}({o[1]})"
+                    for o in (allowed[key].get("options") or select_options_for(key))
+                )
+                errors.append(f"{key} 须为: {labels}")
+                continue
+            val = norm
         clean[key] = val
     return clean, errors
 

lib/env/env_ui_manifest.py

@@ -11,7 +11,9 @@ from lib.env.env_schema import (
     _is_sensitive,
     _mask_value,
     _restart_required,
+    normalize_select_value,
     parse_env_example_schema,
+    select_options_for,
 )
 
 # 各所「交易所与实盘」字段(顺序即页面顺序)
@@ -21,8 +23,8 @@ _EXCHANGE_LIVE_FIELDS: dict[str, list[tuple[str, str, str]]] = {
         ("OKX_API_KEY", "API Key", "永续子账户"),
         ("OKX_API_SECRET", "API Secret", "永续子账户"),
         ("OKX_API_PASSPHRASE", "API Passphrase", "OKX 必填"),
-        ("OKX_TD_MODE", "保证金模式", "cross=全仓,isolated=逐仓"),
+        ("OKX_TD_MODE", "保证金模式", ""),
-        ("OKX_POS_MODE", "持仓模式", "hedge=双向,net=单向净持仓"),
+        ("OKX_POS_MODE", "持仓模式", ""),
         ("OKX_POSITION_INST_TYPE", "仓位查询类型", "如 SWAP"),
         ("OKX_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
     ],
@@ -30,16 +32,16 @@ _EXCHANGE_LIVE_FIELDS: dict[str, list[tuple[str, str, str]]] = {
         ("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程,不向交易所发单"),
         ("BINANCE_API_KEY", "API Key", "永续子账户"),
         ("BINANCE_API_SECRET", "API Secret", "永续子账户"),
-        ("BINANCE_MARGIN_MODE", "保证金模式", "cross=全仓,isolated=逐仓"),
+        ("BINANCE_MARGIN_MODE", "保证金模式", ""),
-        ("BINANCE_POSITION_MODE", "持仓模式", "hedge=双向,one_way=单向"),
+        ("BINANCE_POSITION_MODE", "持仓模式", ""),
         ("BINANCE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
     ],
     "gate": [
         ("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程,不向交易所发单"),
         ("GATE_API_KEY", "API Key", "永续子账户"),
         ("GATE_API_SECRET", "API Secret", "永续子账户"),
-        ("GATE_TD_MODE", "保证金模式", "cross=全仓,isolated=逐仓"),
+        ("GATE_TD_MODE", "保证金模式", ""),
-        ("GATE_POS_MODE", "持仓模式", "hedge=双向,single=单向"),
+        ("GATE_POS_MODE", "持仓模式", ""),
         ("GATE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
     ],
 }
@@ -55,13 +57,13 @@ _SHARED_SECTIONS: list[dict[str, Any]] = [
     {
         "title": "交易执行",
         "fields": [
-            ("POSITION_SIZING_MODE", "计仓模式", "risk=以损定仓,full_margin=全仓杠杆"),
+            ("POSITION_SIZING_MODE", "计仓模式", "切换须无仓后重启"),
             ("RISK_PERCENT", "以损定仓风险%", "单笔风险占资金比例"),
             ("FULL_MARGIN_BUFFER_RATIO", "全仓资金缓冲比例", "如 0.98"),
             ("BTC_LEVERAGE", "BTC 默认杠杆", ""),
             ("ALT_LEVERAGE", "山寨默认杠杆", ""),
             ("TRADE_DIRECTION_RESTRICT_ENABLED", "方向限制开关", ""),
-            ("TRADE_DIRECTION", "允许方向", "long_only / short_only / both"),
+            ("TRADE_DIRECTION", "允许方向", "需同时开启「方向限制开关」才生效"),
             ("TRADE_SYMBOL_RESTRICT_ENABLED", "币种白名单开关", ""),
             ("TRADE_SYMBOL_WHITELIST", "白名单币种", "逗号分隔,如 BTC,ETH"),
             ("TRADING_DAY_RESET_HOUR", "交易日切点(北京时间)", "整点,默认 8"),
@@ -183,7 +185,12 @@ def _build_field(
     val = _effective_env_value(key, values, schema_default)
     masked = _mask_value(key, val)
     ftype = meta.get("type") or _field_type(key, val or schema_default)
-    return {
+    options = select_options_for(key)
+    if options:
+        ftype = "select"
+        val = normalize_select_value(key, val) or val
+        masked = _mask_value(key, val)
+    out: dict[str, Any] = {
         "key": key,
         "label": label,
         "note": note or meta.get("note") or "",
@@ -197,6 +204,13 @@ def _build_field(
         "tail": masked.get("tail") or "",
         "has_value": masked["has_value"],
     }
+    if options:
+        cur = (out["current"] or out["default"] or "").strip()
+        opt_vals = {o["value"] for o in options}
+        if cur and cur not in opt_vals:
+            options = [{"value": cur, "label": cur}] + options
+        out["options"] = options
+    return out
 
 
 def ui_sections_for_exchange(exchange_key: str) -> list[dict[str, Any]]:
@@ -260,7 +274,12 @@ def validate_env_ui_updates(
         fields: list[dict[str, Any]] = []
         for key, _label, _note in sec["fields"]:
             if key in schema:
-                fields.append(schema[key])
+                field = dict(schema[key])
+                opts = select_options_for(key)
+                if opts:
+                    field["type"] = "select"
+                    field["options"] = opts
+                fields.append(field)
             else:
                 default = ""
                 fields.append(
@@ -270,6 +289,7 @@ def validate_env_ui_updates(
                         "sensitive": _is_sensitive(key),
                         "restart_required": _restart_required(key),
                         "hot_reload": _hot_reload(key),
+                        "options": select_options_for(key),
                     }
                 )
         groups.append({"title": sec["title"], "fields": fields})

lib/instance/templates/env_config_panel.html

@@ -47,6 +47,13 @@
                             <option value="true"{% if cur in ('true', '1', 'yes', 'on') %} selected{% endif %}>开启</option>
                             <option value="false"{% if cur not in ('true', '1', 'yes', 'on') %} selected{% endif %}>关闭</option>
                         </select>
+                        {% elif field.type == 'select' and field.options %}
+                        {% set cur = (field.current or field.default or '') %}
+                        <select class="env-field-input" id="env-f-{{ field.key }}" data-env-key="{{ field.key }}">
+                            {% for opt in field.options %}
+                            <option value="{{ opt.value }}"{% if cur == opt.value %} selected{% endif %}>{{ opt.label }}</option>
+                            {% endfor %}
+                        </select>
                         {% elif field.sensitive %}
                         {% if field.has_value %}
                         <div class="env-sensitive-current muted">已配置 <span class="env-masked-value">{{ field.masked }}</span></div>

tests/test_instance_display_env_settings.py

@@ -59,6 +59,39 @@ class TestEnvSchema(unittest.TestCase):
         clean, errors = validate_env_updates(groups, {"B": "1"})
         self.assertTrue(errors)
 
+    def test_select_fields_and_validate(self):
+        from lib.env.env_schema import SELECT_OPTIONS, normalize_select_value, select_options_for
+        from lib.env.env_ui_manifest import build_env_ui_payload
+
+        self.assertEqual(normalize_select_value("BINANCE_MARGIN_MODE", "cross_margin"), "cross")
+        opts = select_options_for("TRADE_DIRECTION")
+        self.assertEqual({o["value"] for o in opts}, {"both", "long_only", "short_only"})
+        for key in (
+            "OKX_TD_MODE",
+            "OKX_POS_MODE",
+            "POSITION_SIZING_MODE",
+            "TRADE_DIRECTION",
+        ):
+            self.assertIn(key, SELECT_OPTIONS)
+
+        root = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
+        example = os.path.join(root, "crypto_monitor_okx", ".env.example")
+        env_path = os.path.join(root, "crypto_monitor_okx", ".env")
+        if not os.path.isfile(example):
+            self.skipTest("missing okx .env.example")
+        groups = build_env_ui_payload("okx", example, env_path if os.path.isfile(env_path) else example)
+        by_key = {f["key"]: f for g in groups for f in g["fields"]}
+        for key in ("OKX_TD_MODE", "OKX_POS_MODE", "POSITION_SIZING_MODE", "TRADE_DIRECTION"):
+            self.assertEqual(by_key[key]["type"], "select")
+            self.assertTrue(by_key[key]["options"])
+
+        groups_v = [{"title": "t", "fields": [by_key["TRADE_DIRECTION"]]}]
+        clean, errors = validate_env_updates(groups_v, {"TRADE_DIRECTION": "long_only"})
+        self.assertEqual(errors, [])
+        self.assertEqual(clean["TRADE_DIRECTION"], "long_only")
+        _, bad = validate_env_updates(groups_v, {"TRADE_DIRECTION": "sideways"})
+        self.assertTrue(bad)
+
 
 if __name__ == "__main__":
     unittest.main()