增加备份

2026-05-17 09:28:18 +08:00
parent e7f24b5bb6
commit bded31a7e7
16 changed files with 568 additions and 9 deletions
@@ -37,6 +37,11 @@ DB_PATH=crypto.db
 # 交易截图上传目录
 UPLOAD_DIR=static/images

+# 自动备份（scripts/backup_data.sh + cron，可选；默认即可）
+# BACKUP_ROOT=/root/backups
+# BACKUP_RETENTION_DAYS=30
+# BACKUP_INSTANCE=crypto_monitor_binance
+
 # 已废弃：资金账户仅显示交易所 funding 余额，不再读取此变量
 # TOTAL_CAPITAL=100
 # 每天起始基数（U）
@@ -0,0 +1,109 @@
+#!/usr/bin/env bash
+# Daily backup: SQLite DB + static/images → /root/backups/<instance>/<YYYY-MM-DD>/
+# Prune backup folders older than RETENTION_DAYS (default 30).
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(cd "$SCRIPT_DIR/.." && pwd)"
+cd "$PROJECT_DIR"
+
+BACKUP_ROOT="${BACKUP_ROOT:-/root/backups}"
+RETENTION_DAYS="${RETENTION_DAYS:-30}"
+INSTANCE_NAME="${BACKUP_INSTANCE:-$(basename "$PROJECT_DIR")}"
+TZ_NAME="${BACKUP_TZ:-Asia/Shanghai}"
+
+log() {
+  printf '[%s] %s\n' "$(TZ="$TZ_NAME" date '+%Y-%m-%d %H:%M:%S %Z')" "$*"
+}
+
+read_env_var() {
+  local key="$1"
+  local default="$2"
+  local line
+  if [[ ! -f .env ]]; then
+    printf '%s' "$default"
+    return
+  fi
+  line="$(grep -E "^${key}=" .env 2>/dev/null | tail -1 || true)"
+  if [[ -z "$line" ]]; then
+    printf '%s' "$default"
+    return
+  fi
+  printf '%s' "${line#*=}" | tr -d '\r'
+}
+
+resolve_project_path() {
+  local p="$1"
+  if [[ "$p" == /* ]]; then
+    printf '%s' "$p"
+  else
+    printf '%s' "$PROJECT_DIR/$p"
+  fi
+}
+
+prune_old_backups() {
+  local base="$BACKUP_ROOT/$INSTANCE_NAME"
+  [[ -d "$base" ]] || return 0
+  local cutoff
+  cutoff="$(TZ="$TZ_NAME" date -d "-${RETENTION_DAYS} days" +%Y-%m-%d 2>/dev/null || true)"
+  if [[ -z "$cutoff" ]]; then
+    find "$base" -mindepth 1 -maxdepth 1 -type d -mtime +"$RETENTION_DAYS" -print0 |
+      xargs -r -0 rm -rf
+    return 0
+  fi
+  local dir name
+  for dir in "$base"/*/; do
+    [[ -d "$dir" ]] || continue
+    name="$(basename "$dir")"
+    [[ "$name" =~ ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ ]] || continue
+    if [[ "$name" < "$cutoff" ]]; then
+      log "prune: remove $dir (older than ${RETENTION_DAYS} days)"
+      rm -rf "$dir"
+    fi
+  done
+}
+
+DB_REL="$(read_env_var DB_PATH crypto.db)"
+UPLOAD_REL="$(read_env_var UPLOAD_DIR static/images)"
+BACKUP_ROOT="$(read_env_var BACKUP_ROOT "$BACKUP_ROOT")"
+RETENTION_DAYS="$(read_env_var BACKUP_RETENTION_DAYS "$RETENTION_DAYS")"
+INSTANCE_NAME="$(read_env_var BACKUP_INSTANCE "$INSTANCE_NAME")"
+
+DB_PATH="$(resolve_project_path "$DB_REL")"
+UPLOAD_DIR="$(resolve_project_path "$UPLOAD_REL")"
+DATE_TAG="$(TZ="$TZ_NAME" date +%Y-%m-%d)"
+DEST="$BACKUP_ROOT/$INSTANCE_NAME/$DATE_TAG"
+
+if [[ ! -f "$DB_PATH" ]]; then
+  log "error: database not found: $DB_PATH"
+  exit 1
+fi
+
+mkdir -p "$DEST"
+log "start backup instance=$INSTANCE_NAME dest=$DEST"
+
+if command -v sqlite3 >/dev/null 2>&1; then
+  sqlite3 "$DB_PATH" ".backup '$DEST/crypto.db'"
+  log "db: sqlite3 backup -> $DEST/crypto.db"
+else
+  cp -a "$DB_PATH" "$DEST/crypto.db"
+  log "db: cp -> $DEST/crypto.db (sqlite3 not installed)"
+fi
+
+if [[ -d "$UPLOAD_DIR" ]]; then
+  tar -czf "$DEST/static_images.tar.gz" -C "$(dirname "$UPLOAD_DIR")" "$(basename "$UPLOAD_DIR")"
+  log "images: $UPLOAD_DIR -> $DEST/static_images.tar.gz"
+else
+  log "warn: upload dir missing, skip images: $UPLOAD_DIR"
+fi
+
+{
+  echo "instance=$INSTANCE_NAME"
+  echo "project_dir=$PROJECT_DIR"
+  echo "backup_date=$DATE_TAG"
+  echo "db_path=$DB_PATH"
+  echo "upload_dir=$UPLOAD_DIR"
+} >"$DEST/manifest.txt"
+
+prune_old_backups
+log "done"
@@ -0,0 +1,38 @@
+#!/usr/bin/env bash
+# Install daily backup cron: Beijing 00:00 (CRON_TZ=Asia/Shanghai).
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(cd "$SCRIPT_DIR/.." && pwd)"
+BACKUP_SCRIPT="$SCRIPT_DIR/backup_data.sh"
+INSTANCE_NAME="${BACKUP_INSTANCE:-$(basename "$PROJECT_DIR")}"
+LOG_FILE="${BACKUP_CRON_LOG:-/var/log/crypto-monitor-backup-${INSTANCE_NAME}.log}"
+if [[ ! -x "$BACKUP_SCRIPT" ]]; then
+  chmod +x "$BACKUP_SCRIPT"
+fi
+
+TMP="$(mktemp)"
+trap 'rm -f "$TMP"' EXIT
+
+{
+  crontab -l 2>/dev/null | grep -vF "$BACKUP_SCRIPT" || true
+  echo "CRON_TZ=Asia/Shanghai"
+  echo "0 0 * * * $BACKUP_SCRIPT >> $LOG_FILE 2>&1"
+} >"$TMP"
+
+# Keep a single CRON_TZ line at top.
+awk '
+  BEGIN { tz = 0 }
+  /^CRON_TZ=Asia\/Shanghai$/ {
+    if (tz++) next
+  }
+  { print }
+' "$TMP" >"${TMP}.2"
+mv "${TMP}.2" "$TMP"
+
+crontab "$TMP"
+echo "Installed cron for $INSTANCE_NAME"
+echo "  Schedule : daily 00:00 Asia/Shanghai"
+echo "  Script   : $BACKUP_SCRIPT"
+echo "  Log      : $LOG_FILE"
+crontab -l | grep -F "$BACKUP_SCRIPT" || true
@@ -106,7 +106,7 @@
 1. **先用 `LIVE_TRADING_ENABLED=false`** 熟悉流程再实盘。  
 2. **API 权限**最小化，密钥勿泄露。  
 3. **同一账户避免多程序重复开仓**。  
-4. **备份数据库**后再升级迁移。  
+4. **自动备份**：服务器上执行 `bash scripts/install_backup_cron.sh`（每天北京时间 0:00 → `/root/backups`，保留 30 天）；升级前也可 `bash scripts/backup_data.sh` 手动跑一次。  
 5. 升级代码后留意 **首轮启动**有无数据库迁移报错。

 ---
@@ -30,8 +30,15 @@

 详见 `.env.example` 中「关键位门控」「交易执行 / 人工风控」注释段。

+## 自动备份（服务器）
+
+- 脚本：`scripts/backup_data.sh`（`crypto.db` + `static/images`）
+- 定时：`scripts/install_backup_cron.sh` → 每天 **北京时间 0:00**，目录 **`/root/backups/<实例名>/YYYY-MM-DD/`**，保留 **30** 天
+- 详见 `部署文档.md` 第 5.3 节
+
 ## 升级步骤

 1. `git pull` 后对比 `.env.example`，把新增变量合并进本地 `.env`。
-2. 重启服务（如 `pm2 restart`）；SQLite 会在启动时自动 `ALTER` 新列。
-3. 浏览器强刷（Ctrl+F5）避免旧版 `index.html` 缓存。
+2. 在 VPS 上为 Binance / Gate / Gate Bot **各执行一次** `bash scripts/install_backup_cron.sh`（若尚未安装）。
+3. 重启服务（如 `pm2 restart`）；SQLite 会在启动时自动 `ALTER` 新列。
+4. 浏览器强刷（Ctrl+F5）避免旧版 `index.html` 缓存。
@@ -147,7 +147,66 @@ cp .env .env.backup.$(date +%Y%m%d)

 - **换机 / 迁移**：用 `scp` 复制整份 `.env` 到新机器对应目录；或在新机重新 `cp .env.example .env` 后填写。

-### 5.3 必填项检查（Binance + 代理）
+### 5.3 自动备份（数据库 + 复盘图片）
+
+默认每天 **北京时间 0:00** 备份到 **`/root/backups`**，保留 **30 天** 后自动删除更早的目录。
+
+备份内容（路径来自 `.env` 的 `DB_PATH`、`UPLOAD_DIR`）：
+
+- `crypto.db`（优先 `sqlite3 .backup` 热备）
+- `static/images` 打包为 `static_images.tar.gz`
+
+目录结构示例：
+
+```text
+/root/backups/crypto_monitor_binance/2026-05-17/
+  crypto.db
+  static_images.tar.gz
+  manifest.txt
+```
+
+**一次性安装定时任务**（在对应项目目录执行，Binance / Gate 各执行一次）：
+
+```bash
+cd /opt/crypto_monitor/crypto_monitor_binance
+chmod +x scripts/backup_data.sh scripts/install_backup_cron.sh
+bash scripts/install_backup_cron.sh
+```
+
+Gate 实例：
+
+```bash
+cd /opt/crypto_monitor/crypto_monitor_gate
+bash scripts/install_backup_cron.sh
+```
+
+Gate Bot 实例（趋势回调等）：
+
+```bash
+cd /opt/crypto_monitor/crypto_monitor_gate_bot
+bash scripts/install_backup_cron.sh
+```
+
+**立即试跑**（不写 cron）：
+
+```bash
+bash scripts/backup_data.sh
+```
+
+日志默认：`/var/log/crypto-monitor-backup-<项目目录名>.log`。可选在 `.env` 中覆盖：`BACKUP_ROOT`、`BACKUP_RETENTION_DAYS`、`BACKUP_INSTANCE`。
+
+**恢复示例**（先停 PM2，再覆盖文件）：
+
+```bash
+pm2 stop crypto-monitor-binance
+cp /root/backups/crypto_monitor_binance/2026-05-16/crypto.db ./crypto.db
+tar -xzf /root/backups/crypto_monitor_binance/2026-05-16/static_images.tar.gz -C .
+pm2 start ecosystem.config.cjs
+```
+
+建议安装：`apt install -y sqlite3`（热备更稳）。
+
+### 5.4 必填项检查（Binance + 代理）

 与交易所相关的变量使用 **`BINANCE_`** 前缀（与代码一致）。至少确认：

@@ -37,6 +37,11 @@ DB_PATH=crypto.db
 # 交易截图上传目录
 UPLOAD_DIR=static/images

+# 自动备份（scripts/backup_data.sh + cron，可选；默认即可）
+# BACKUP_ROOT=/root/backups
+# BACKUP_RETENTION_DAYS=30
+# BACKUP_INSTANCE=crypto_monitor_gate
+
 # 已废弃：资金账户仅显示交易所 funding 余额，不再读取此变量
 # TOTAL_CAPITAL=100
 # 每天起始基数（U）
@@ -0,0 +1,109 @@
+#!/usr/bin/env bash
+# Daily backup: SQLite DB + static/images → /root/backups/<instance>/<YYYY-MM-DD>/
+# Prune backup folders older than RETENTION_DAYS (default 30).
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(cd "$SCRIPT_DIR/.." && pwd)"
+cd "$PROJECT_DIR"
+
+BACKUP_ROOT="${BACKUP_ROOT:-/root/backups}"
+RETENTION_DAYS="${RETENTION_DAYS:-30}"
+INSTANCE_NAME="${BACKUP_INSTANCE:-$(basename "$PROJECT_DIR")}"
+TZ_NAME="${BACKUP_TZ:-Asia/Shanghai}"
+
+log() {
+  printf '[%s] %s\n' "$(TZ="$TZ_NAME" date '+%Y-%m-%d %H:%M:%S %Z')" "$*"
+}
+
+read_env_var() {
+  local key="$1"
+  local default="$2"
+  local line
+  if [[ ! -f .env ]]; then
+    printf '%s' "$default"
+    return
+  fi
+  line="$(grep -E "^${key}=" .env 2>/dev/null | tail -1 || true)"
+  if [[ -z "$line" ]]; then
+    printf '%s' "$default"
+    return
+  fi
+  printf '%s' "${line#*=}" | tr -d '\r'
+}
+
+resolve_project_path() {
+  local p="$1"
+  if [[ "$p" == /* ]]; then
+    printf '%s' "$p"
+  else
+    printf '%s' "$PROJECT_DIR/$p"
+  fi
+}
+
+prune_old_backups() {
+  local base="$BACKUP_ROOT/$INSTANCE_NAME"
+  [[ -d "$base" ]] || return 0
+  local cutoff
+  cutoff="$(TZ="$TZ_NAME" date -d "-${RETENTION_DAYS} days" +%Y-%m-%d 2>/dev/null || true)"
+  if [[ -z "$cutoff" ]]; then
+    find "$base" -mindepth 1 -maxdepth 1 -type d -mtime +"$RETENTION_DAYS" -print0 |
+      xargs -r -0 rm -rf
+    return 0
+  fi
+  local dir name
+  for dir in "$base"/*/; do
+    [[ -d "$dir" ]] || continue
+    name="$(basename "$dir")"
+    [[ "$name" =~ ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ ]] || continue
+    if [[ "$name" < "$cutoff" ]]; then
+      log "prune: remove $dir (older than ${RETENTION_DAYS} days)"
+      rm -rf "$dir"
+    fi
+  done
+}
+
+DB_REL="$(read_env_var DB_PATH crypto.db)"
+UPLOAD_REL="$(read_env_var UPLOAD_DIR static/images)"
+BACKUP_ROOT="$(read_env_var BACKUP_ROOT "$BACKUP_ROOT")"
+RETENTION_DAYS="$(read_env_var BACKUP_RETENTION_DAYS "$RETENTION_DAYS")"
+INSTANCE_NAME="$(read_env_var BACKUP_INSTANCE "$INSTANCE_NAME")"
+
+DB_PATH="$(resolve_project_path "$DB_REL")"
+UPLOAD_DIR="$(resolve_project_path "$UPLOAD_REL")"
+DATE_TAG="$(TZ="$TZ_NAME" date +%Y-%m-%d)"
+DEST="$BACKUP_ROOT/$INSTANCE_NAME/$DATE_TAG"
+
+if [[ ! -f "$DB_PATH" ]]; then
+  log "error: database not found: $DB_PATH"
+  exit 1
+fi
+
+mkdir -p "$DEST"
+log "start backup instance=$INSTANCE_NAME dest=$DEST"
+
+if command -v sqlite3 >/dev/null 2>&1; then
+  sqlite3 "$DB_PATH" ".backup '$DEST/crypto.db'"
+  log "db: sqlite3 backup -> $DEST/crypto.db"
+else
+  cp -a "$DB_PATH" "$DEST/crypto.db"
+  log "db: cp -> $DEST/crypto.db (sqlite3 not installed)"
+fi
+
+if [[ -d "$UPLOAD_DIR" ]]; then
+  tar -czf "$DEST/static_images.tar.gz" -C "$(dirname "$UPLOAD_DIR")" "$(basename "$UPLOAD_DIR")"
+  log "images: $UPLOAD_DIR -> $DEST/static_images.tar.gz"
+else
+  log "warn: upload dir missing, skip images: $UPLOAD_DIR"
+fi
+
+{
+  echo "instance=$INSTANCE_NAME"
+  echo "project_dir=$PROJECT_DIR"
+  echo "backup_date=$DATE_TAG"
+  echo "db_path=$DB_PATH"
+  echo "upload_dir=$UPLOAD_DIR"
+} >"$DEST/manifest.txt"
+
+prune_old_backups
+log "done"
@@ -0,0 +1,38 @@
+#!/usr/bin/env bash
+# Install daily backup cron: Beijing 00:00 (CRON_TZ=Asia/Shanghai).
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(cd "$SCRIPT_DIR/.." && pwd)"
+BACKUP_SCRIPT="$SCRIPT_DIR/backup_data.sh"
+INSTANCE_NAME="${BACKUP_INSTANCE:-$(basename "$PROJECT_DIR")}"
+LOG_FILE="${BACKUP_CRON_LOG:-/var/log/crypto-monitor-backup-${INSTANCE_NAME}.log}"
+
+if [[ ! -x "$BACKUP_SCRIPT" ]]; then
+  chmod +x "$BACKUP_SCRIPT"
+fi
+
+TMP="$(mktemp)"
+trap 'rm -f "$TMP"' EXIT
+
+{
+  crontab -l 2>/dev/null | grep -vF "$BACKUP_SCRIPT" || true
+  echo "CRON_TZ=Asia/Shanghai"
+  echo "0 0 * * * $BACKUP_SCRIPT >> $LOG_FILE 2>&1"
+} >"$TMP"
+
+awk '
+  BEGIN { tz = 0 }
+  /^CRON_TZ=Asia\/Shanghai$/ {
+    if (tz++) next
+  }
+  { print }
+' "$TMP" >"${TMP}.2"
+mv "${TMP}.2" "$TMP"
+
+crontab "$TMP"
+echo "Installed cron for $INSTANCE_NAME"
+echo "  Schedule : daily 00:00 Asia/Shanghai"
+echo "  Script   : $BACKUP_SCRIPT"
+echo "  Log      : $LOG_FILE"
+crontab -l | grep -F "$BACKUP_SCRIPT" || true
@@ -114,7 +114,7 @@
 1. **先用 `LIVE_TRADING_ENABLED=false`** 验证页面、录入、推送，再开小资金开实盘。  
 2. **API 权限**：仅开所需合约权限；勿泄露密钥；定期轮换。  
 3. **单进程控盘**：同一账户避免本程序与其他机器人 **重复开仓**。  
-4. **数据库**：`*.sqlite`（或你在 `.env` 里指向的库文件）包含监控与订单，**备份后再升级/迁移**。  
+4. **自动备份**：服务器上执行 `bash scripts/install_backup_cron.sh`（每天北京时间 0:00 → `/root/backups`，保留 30 天）；升级前也可 `bash scripts/backup_data.sh` 手动跑一次。  
 5. **升级代码后**：启动时会跑 **数据库迁移**（如新列 `order_monitors.monitor_type`）；首次启动关注一下日志或无报错页面。

 ---
@@ -30,8 +30,15 @@

 详见 `.env.example` 中「关键位门控」「交易执行 / 人工风控」注释段。Gate 专用项（`GATE_*`、止盈止损触发等）保持原有段落不变。

+## 自动备份（服务器）
+
+- 脚本：`scripts/backup_data.sh`（`crypto.db` + `static/images`）
+- 定时：`scripts/install_backup_cron.sh` → 每天 **北京时间 0:00**，目录 **`/root/backups/<实例名>/YYYY-MM-DD/`**，保留 **30** 天
+- 详见 `部署文档.md` 第 5.3 节
+
 ## 升级步骤

 1. `git pull` 后对比 `.env.example`，把新增变量合并进本地 `.env`。
-2. 重启 Gate 实例服务（如 `pm2 restart`）。
-3. 浏览器强刷（Ctrl+F5）避免旧版 `index.html` 缓存。
+2. 在 VPS 上为 Binance / Gate / Gate Bot **各执行一次** `bash scripts/install_backup_cron.sh`（若尚未安装）。
+3. 重启 Gate 实例服务（如 `pm2 restart`）。
+4. 浏览器强刷（Ctrl+F5）避免旧版 `index.html` 缓存。
@@ -138,7 +138,22 @@ nano .env
 - **升级前备份**：`cp .env .env.backup.$(date +%Y%m%d)`；恢复：`cp .env.backup.YYYYMMDD .env`。
 - **换机**：`scp` 复制 `.env`，或新机 `cp .env.example .env` 后重填。

-### 5.3 必填项检查（Gate + 代理）
+### 5.3 自动备份（数据库 + 复盘图片）
+
+与 Binance 实例相同：每天 **北京时间 0:00** → **`/root/backups`**，保留 **30 天**。
+
+```bash
+cd /opt/crypto_monitor/crypto_monitor_gate
+chmod +x scripts/backup_data.sh scripts/install_backup_cron.sh
+bash scripts/install_backup_cron.sh
+bash scripts/backup_data.sh   # 试跑
+```
+
+备份目录：`/root/backups/crypto_monitor_gate/YYYY-MM-DD/`。详见 Binance 项目 `部署文档.md` 第 5.3 节（恢复步骤、可选 `.env` 变量相同）。
+
+若还部署了 **`crypto_monitor_gate_bot`**，请在该目录同样执行 `bash scripts/install_backup_cron.sh`。
+
+### 5.4 必填项检查（Gate + 代理）

 与交易所相关的变量必须是 **Gate** 前缀（**不要**再写 OKX 变量，否则代理不会生效、密钥也不会被识别）。至少确认：

@@ -37,6 +37,11 @@ DB_PATH=crypto.db
 # 交易截图上传目录
 UPLOAD_DIR=static/images

+# 自动备份（scripts/backup_data.sh + cron，可选；默认即可）
+# BACKUP_ROOT=/root/backups
+# BACKUP_RETENTION_DAYS=30
+# BACKUP_INSTANCE=crypto_monitor_gate_bot
+
 # 已废弃：资金账户仅显示交易所 funding 余额，不再读取此变量
 # TOTAL_CAPITAL=100
 # 每天起始基数（U）
@@ -0,0 +1,109 @@
+#!/usr/bin/env bash
+# Daily backup: SQLite DB + static/images → /root/backups/<instance>/<YYYY-MM-DD>/
+# Prune backup folders older than RETENTION_DAYS (default 30).
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(cd "$SCRIPT_DIR/.." && pwd)"
+cd "$PROJECT_DIR"
+
+BACKUP_ROOT="${BACKUP_ROOT:-/root/backups}"
+RETENTION_DAYS="${RETENTION_DAYS:-30}"
+INSTANCE_NAME="${BACKUP_INSTANCE:-$(basename "$PROJECT_DIR")}"
+TZ_NAME="${BACKUP_TZ:-Asia/Shanghai}"
+
+log() {
+  printf '[%s] %s\n' "$(TZ="$TZ_NAME" date '+%Y-%m-%d %H:%M:%S %Z')" "$*"
+}
+
+read_env_var() {
+  local key="$1"
+  local default="$2"
+  local line
+  if [[ ! -f .env ]]; then
+    printf '%s' "$default"
+    return
+  fi
+  line="$(grep -E "^${key}=" .env 2>/dev/null | tail -1 || true)"
+  if [[ -z "$line" ]]; then
+    printf '%s' "$default"
+    return
+  fi
+  printf '%s' "${line#*=}" | tr -d '\r'
+}
+
+resolve_project_path() {
+  local p="$1"
+  if [[ "$p" == /* ]]; then
+    printf '%s' "$p"
+  else
+    printf '%s' "$PROJECT_DIR/$p"
+  fi
+}
+
+prune_old_backups() {
+  local base="$BACKUP_ROOT/$INSTANCE_NAME"
+  [[ -d "$base" ]] || return 0
+  local cutoff
+  cutoff="$(TZ="$TZ_NAME" date -d "-${RETENTION_DAYS} days" +%Y-%m-%d 2>/dev/null || true)"
+  if [[ -z "$cutoff" ]]; then
+    find "$base" -mindepth 1 -maxdepth 1 -type d -mtime +"$RETENTION_DAYS" -print0 |
+      xargs -r -0 rm -rf
+    return 0
+  fi
+  local dir name
+  for dir in "$base"/*/; do
+    [[ -d "$dir" ]] || continue
+    name="$(basename "$dir")"
+    [[ "$name" =~ ^[0-9]{4}-[0-9]{2}-[0-9]{2}$ ]] || continue
+    if [[ "$name" < "$cutoff" ]]; then
+      log "prune: remove $dir (older than ${RETENTION_DAYS} days)"
+      rm -rf "$dir"
+    fi
+  done
+}
+
+DB_REL="$(read_env_var DB_PATH crypto.db)"
+UPLOAD_REL="$(read_env_var UPLOAD_DIR static/images)"
+BACKUP_ROOT="$(read_env_var BACKUP_ROOT "$BACKUP_ROOT")"
+RETENTION_DAYS="$(read_env_var BACKUP_RETENTION_DAYS "$RETENTION_DAYS")"
+INSTANCE_NAME="$(read_env_var BACKUP_INSTANCE "$INSTANCE_NAME")"
+
+DB_PATH="$(resolve_project_path "$DB_REL")"
+UPLOAD_DIR="$(resolve_project_path "$UPLOAD_REL")"
+DATE_TAG="$(TZ="$TZ_NAME" date +%Y-%m-%d)"
+DEST="$BACKUP_ROOT/$INSTANCE_NAME/$DATE_TAG"
+
+if [[ ! -f "$DB_PATH" ]]; then
+  log "error: database not found: $DB_PATH"
+  exit 1
+fi
+
+mkdir -p "$DEST"
+log "start backup instance=$INSTANCE_NAME dest=$DEST"
+
+if command -v sqlite3 >/dev/null 2>&1; then
+  sqlite3 "$DB_PATH" ".backup '$DEST/crypto.db'"
+  log "db: sqlite3 backup -> $DEST/crypto.db"
+else
+  cp -a "$DB_PATH" "$DEST/crypto.db"
+  log "db: cp -> $DEST/crypto.db (sqlite3 not installed)"
+fi
+
+if [[ -d "$UPLOAD_DIR" ]]; then
+  tar -czf "$DEST/static_images.tar.gz" -C "$(dirname "$UPLOAD_DIR")" "$(basename "$UPLOAD_DIR")"
+  log "images: $UPLOAD_DIR -> $DEST/static_images.tar.gz"
+else
+  log "warn: upload dir missing, skip images: $UPLOAD_DIR"
+fi
+
+{
+  echo "instance=$INSTANCE_NAME"
+  echo "project_dir=$PROJECT_DIR"
+  echo "backup_date=$DATE_TAG"
+  echo "db_path=$DB_PATH"
+  echo "upload_dir=$UPLOAD_DIR"
+} >"$DEST/manifest.txt"
+
+prune_old_backups
+log "done"
@@ -0,0 +1,38 @@
+#!/usr/bin/env bash
+# Install daily backup cron: Beijing 00:00 (CRON_TZ=Asia/Shanghai).
+set -euo pipefail
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(cd "$SCRIPT_DIR/.." && pwd)"
+BACKUP_SCRIPT="$SCRIPT_DIR/backup_data.sh"
+INSTANCE_NAME="${BACKUP_INSTANCE:-$(basename "$PROJECT_DIR")}"
+LOG_FILE="${BACKUP_CRON_LOG:-/var/log/crypto-monitor-backup-${INSTANCE_NAME}.log}"
+
+if [[ ! -x "$BACKUP_SCRIPT" ]]; then
+  chmod +x "$BACKUP_SCRIPT"
+fi
+
+TMP="$(mktemp)"
+trap 'rm -f "$TMP"' EXIT
+
+{
+  crontab -l 2>/dev/null | grep -vF "$BACKUP_SCRIPT" || true
+  echo "CRON_TZ=Asia/Shanghai"
+  echo "0 0 * * * $BACKUP_SCRIPT >> $LOG_FILE 2>&1"
+} >"$TMP"
+
+awk '
+  BEGIN { tz = 0 }
+  /^CRON_TZ=Asia\/Shanghai$/ {
+    if (tz++) next
+  }
+  { print }
+' "$TMP" >"${TMP}.2"
+mv "${TMP}.2" "$TMP"
+
+crontab "$TMP"
+echo "Installed cron for $INSTANCE_NAME"
+echo "  Schedule : daily 00:00 Asia/Shanghai"
+echo "  Script   : $BACKUP_SCRIPT"
+echo "  Log      : $LOG_FILE"
+crontab -l | grep -F "$BACKUP_SCRIPT" || true
@@ -138,7 +138,22 @@ nano .env
 - **升级前备份**：`cp .env .env.backup.$(date +%Y%m%d)`；恢复：`cp .env.backup.YYYYMMDD .env`。
 - **换机**：`scp` 复制 `.env`，或新机 `cp .env.example .env` 后重填。

-### 5.3 必填项检查（Gate + 代理）
+### 5.3 自动备份（数据库 + 复盘图片）
+
+每天 **北京时间 0:00** 备份到 **`/root/backups`**，保留 **30 天**（`crypto.db` + `static/images`）。
+
+```bash
+cd /opt/crypto_monitor/crypto_monitor_gate_bot
+chmod +x scripts/backup_data.sh scripts/install_backup_cron.sh
+bash scripts/install_backup_cron.sh
+bash scripts/backup_data.sh   # 试跑
+```
+
+备份目录：`/root/backups/crypto_monitor_gate_bot/YYYY-MM-DD/`。与 Binance / Gate 实例规则相同，详见 `crypto_monitor_binance/部署文档.md` 第 5.3 节（恢复步骤、可选 `.env` 变量）。
+
+若服务器同时跑 **binance、gate、gate_bot** 三个实例，请在**各自项目目录**各执行一次 `install_backup_cron.sh`。
+
+### 5.4 必填项检查（Gate + 代理）

 与交易所相关的变量必须是 **Gate** 前缀（**不要**再写 OKX 变量，否则代理不会生效、密钥也不会被识别）。至少确认：