feat: 账户方向与币种白名单 env 开关（三所）

Per-instance TRADE_DIRECTION / TRADE_SYMBOL_WHITELIST restricts UI and API for manual orders, key monitors, and strategies; includes sync script for deployment profiles.

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

crypto_monitor_binance/.env.example

@@ -52,6 +52,13 @@ UPLOAD_DIR=static/images
 # BINANCE_FUNDING_INCLUDE_SPOT=false
 # 计仓：risk=以损定仓（默认）；full_margin=合约可用×FULL_MARGIN_BUFFER_RATIO 全仓杠杆（须无仓后重启）
 POSITION_SIZING_MODE=risk
+# 方向限制（默认 false=双向均可；true 时按 TRADE_DIRECTION 限制，修改后须重启）
+# TRADE_DIRECTION=long_only | short_only | both（或 多/空/双向）
+TRADE_DIRECTION_RESTRICT_ENABLED=false
+TRADE_DIRECTION=both
+# 币种白名单（默认 false=全币种可手输；true 时关键位/下单/策略仅下拉选择）
+TRADE_SYMBOL_RESTRICT_ENABLED=false
+TRADE_SYMBOL_WHITELIST=BTC,ETH
 # 每天起始基数（U）
 DAILY_START_CAPITAL=30
 # 日内回撤后基数（U）

crypto_monitor_binance/app.py

@@ -159,6 +159,14 @@ from lib.trade.position_sizing_lib import (
     mode_label_zh,
     risk_percent_for_storage,
 )
+from lib.trade.trade_policy_lib import load_trade_policy
+from lib.trade.trade_policy_app_lib import (
+    check_direction_policy,
+    check_open_policy,
+    check_symbol_policy,
+    default_symbol_for_policy,
+    trade_policy_template_context,
+)
 from lib.key_monitor.key_monitor_full_margin_lib import (
     monitor_type_disallowed_in_full_margin,
     purge_disallowed_key_monitors,
@@ -342,6 +350,7 @@ FORCE_CLOSE_BJ_HOUR = int(os.getenv("FORCE_CLOSE_BJ_HOUR", "0"))
 AUTO_TRANSFER_BJ_HOUR = int(os.getenv("AUTO_TRANSFER_BJ_HOUR", "8"))
 # 计仓模式：risk=以损定仓（默认）；full_margin=合约可用保证金×比例全仓杠杆（仅 env 切换，须无仓）
 POSITION_SIZING_MODE = load_position_sizing_mode()
+TRADE_POLICY = load_trade_policy()
 WECHAT_TIMEOUT_SECONDS = int(os.getenv("WECHAT_TIMEOUT_SECONDS", "10"))
 AI_TIMEOUT_SECONDS = int(os.getenv("AI_TIMEOUT_SECONDS", "120"))
 MONITOR_POLL_SECONDS = int(os.getenv("MONITOR_POLL_SECONDS", "3"))
@@ -2035,6 +2044,12 @@ def normalize_symbol_input(symbol):
     return f"{sym}/USDT"
 
 
+def validate_trade_policy_open(symbol, direction):
+    return check_open_policy(
+        TRADE_POLICY, symbol, direction, normalize_symbol_input
+    )
+
+
 def normalize_kline_limit(limit_raw, default=200):
     try:
         n = int(limit_raw)
@@ -7277,6 +7292,7 @@ def render_main_page(page="trade", embed_mode=None):
         risk_percent=RISK_PERCENT,
         position_sizing_mode=POSITION_SIZING_MODE,
         position_sizing_mode_label=mode_label_zh(POSITION_SIZING_MODE),
+        trade_policy=trade_policy_template_context(TRADE_POLICY),
         open_position_button_label=(
             "开仓（全仓杠杆）" if is_full_margin_mode(POSITION_SIZING_MODE) else "开仓（以损定仓）"
         ),
@@ -7996,7 +8012,10 @@ def key_focus():
         selected_key = next((k for k in key_list if (k.get("symbol") or "").upper() == symbol_query), None)
     if selected_key is None and key_list:
         selected_key = key_list[0]
-    default_symbol = symbol_query or ((selected_key or {}).get("symbol")) or "BTC/USDT"
+    default_symbol = default_symbol_for_policy(
+        TRADE_POLICY,
+        symbol_query or ((selected_key or {}).get("symbol")) or "BTC/USDT",
+    )
     return render_template(
         "key_focus_v2.html",
         key_list=key_list,
@@ -8006,6 +8025,7 @@ def key_focus():
         default_kline_limit=200,
         price_refresh_seconds=PRICE_REFRESH_SECONDS,
         exchange_display=EXCHANGE_DISPLAY_NAME,
+        trade_policy=trade_policy_template_context(TRADE_POLICY),
     )
 
 
@@ -8116,6 +8136,12 @@ def add_key():
     if not symbol:
         flash("symbol 不能为空")
         return redirect("/key_monitor")
+    ok_sym, sym_msg = check_symbol_policy(
+        TRADE_POLICY, symbol, normalize_symbol_input
+    )
+    if not ok_sym:
+        flash(sym_msg)
+        return redirect("/key_monitor")
     mt = (d.get("type") or "").strip()
     direction_sel = (d.get("direction") or "").strip().lower()
     dup_msg = check_duplicate_submit(
@@ -8130,6 +8156,10 @@ def add_key():
     elif direction_sel not in ("long", "short"):
         flash("箱体/收敛突破请选择做多或做空")
         return redirect("/key_monitor")
+    ok_dir, dir_msg = check_direction_policy(TRADE_POLICY, direction_sel)
+    if not ok_dir:
+        flash(dir_msg)
+        return redirect("/key_monitor")
     allowed_types = (
         tuple(KEY_MONITOR_AUTO_TYPES)
         + tuple(KEY_MONITOR_ALERT_ONLY_TYPES)
@@ -8375,6 +8405,11 @@ def add_order():
         conn.close()
         flash("symbol 不能为空")
         return redirect("/")
+    ok_pol, pol_msg = validate_trade_policy_open(symbol, direction)
+    if not ok_pol:
+        conn.close()
+        flash(f"账户限制：{pol_msg}")
+        return redirect("/trade")
     dup_msg = check_duplicate_submit(session, submit_scope_add_order(symbol, direction))
     if dup_msg:
         conn.close()
@@ -9703,6 +9738,7 @@ def _hub_meta_bundle():
         "max_active_positions": MAX_ACTIVE_POSITIONS,
         "btc_leverage": BTC_LEVERAGE,
         "alt_leverage": ALT_LEVERAGE,
+        "trade_policy": trade_policy_template_context(TRADE_POLICY),
     }
 
 

crypto_monitor_binance/templates/index.html

@@ -243,7 +243,7 @@
         .stats-period-block h3{font-size:1rem;color:#dbe4ff;margin-bottom:4px}
         .stats-period-block .sub{font-size:.78rem;color:#8892b0;margin-bottom:10px;line-height:1.4}
     </style>
-    <link rel="stylesheet" href="/static/instance_theme.css?v=48">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=49">
 
 </head>
 <body
@@ -278,6 +278,9 @@
         <h1>加密货币｜交易监控 + AI复盘一体化</h1>
         <div class="header-row">
             <div class="exchange-tag">{{ exchange_display }}</div>
+            {% if trade_policy.badge_text %}
+            <span class="trade-policy-badge" title="账户交易限制（.env）">{{ trade_policy.badge_text }}</span>
+            {% endif %}
             <span class="risk-status-badge risk-status-{{ risk_status.status|default('normal') }}" id="account-risk-badge" role="status" title="{{ risk_status.reason|default('', true) }}" data-status-label="{{ risk_status.status_label|default('正常') }}"{% if risk_status.freeze_until_ms %} data-freeze-until-ms="{{ risk_status.freeze_until_ms }}"{% endif %}>{{ risk_status.status_label|default('正常') }}</span>
         <div class="theme-toggle instance-theme-toggle" role="group" aria-label="界面主题">
             <button type="button" class="theme-toggle-btn is-active" data-theme-value="dark" aria-pressed="true" title="暗色主题">
@@ -374,10 +377,9 @@
                 <button type="submit">手动划转</button>
             </form>
             <form id="add-order-form" action="/add_order" method="post" class="form-row" data-risk-percent="{{ risk_percent }}">
-                <input id="order-symbol" name="symbol" placeholder="BTC 或 BTC/USDT" required>
-                <select id="order-direction" name="direction" required>
-                    <option value="">方向</option><option value="long">做多</option><option value="short">做空</option>
-                </select>
+                {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction %}
+                {{ trade_policy_symbol('symbol', 'order-symbol') }}
+                {{ trade_policy_direction('direction', 'order-direction') }}
                 <select id="sltp-mode" name="sltp_mode">
                     <option value="fixed_rr" selected>止盈止损：固定盈亏比</option>
                     <option value="price">止盈止损：价格模式</option>