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>
+                {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction %}
-                <select id="order-direction" name="direction" required>
+                {{ trade_policy_symbol('symbol', 'order-symbol') }}
-                    <option value="">方向</option><option value="long">做多</option><option value="short">做空</option>
+                {{ trade_policy_direction('direction', 'order-direction') }}
-                </select>
                 <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>

crypto_monitor_gate/.env.example

@@ -50,6 +50,13 @@ UPLOAD_DIR=static/images
 # TOTAL_CAPITAL=100
 # 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_gate/app.py

@@ -158,6 +158,14 @@ 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,
@@ -332,6 +340,7 @@ FORCE_CLOSE_BJ_HOUR = int(os.getenv("FORCE_CLOSE_BJ_HOUR", "0"))
 # 自动划转：仅在北京时间该整点「小时」内尝试；transfer_logs.transfer_day 存 UTC 自然日便于对账
 AUTO_TRANSFER_BJ_HOUR = int(os.getenv("AUTO_TRANSFER_BJ_HOUR", "8"))
 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"))
@@ -1989,6 +1998,12 @@ 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)
@@ -7054,6 +7069,7 @@ 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）"
         ),
@@ -7790,7 +7806,10 @@ 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,
@@ -7800,6 +7819,7 @@ 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),
     )
 
 
@@ -7912,6 +7932,12 @@ 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_pre = (d.get("direction") or "").strip().lower()
         dup_msg = check_duplicate_submit(
@@ -7927,6 +7953,10 @@ 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)
@@ -8209,6 +8239,11 @@ 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()
@@ -9552,6 +9587,7 @@ 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_gate/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">
@@ -354,10 +357,9 @@
             </div>
             {% include 'order_monitor_rule_tips_gate.html' %}
             <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>
+                {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction %}
-                <select id="order-direction" name="direction" required>
+                {{ trade_policy_symbol('symbol', 'order-symbol') }}
-                    <option value="">方向</option><option value="long">做多</option><option value="short">做空</option>
+                {{ trade_policy_direction('direction', 'order-direction') }}
-                </select>
                 <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>

crypto_monitor_okx/.env.example

@@ -50,6 +50,13 @@ UPLOAD_DIR=static/images
 # TOTAL_CAPITAL=100  # 已弃用，资金展示读交易所
 # 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_okx/app.py

@@ -157,6 +157,14 @@ 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,
@@ -304,6 +312,7 @@ FORCE_CLOSE_BJ_HOUR = int(os.getenv("FORCE_CLOSE_BJ_HOUR", "0"))
 # 自动划转：仅在北京时间该整点「小时」内尝试；transfer_logs.transfer_day 存 UTC 自然日（与 OKX 日界一致便于对账）
 AUTO_TRANSFER_BJ_HOUR = int(os.getenv("AUTO_TRANSFER_BJ_HOUR", "8"))
 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"))
@@ -1936,6 +1945,12 @@ 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)
@@ -6615,6 +6630,7 @@ 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）"
         ),
@@ -7285,7 +7301,10 @@ 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,
@@ -7294,6 +7313,8 @@ def key_focus():
         default_timeframe=KLINE_TIMEFRAME,
         default_kline_limit=200,
         price_refresh_seconds=PRICE_REFRESH_SECONDS,
+        exchange_display=EXCHANGE_DISPLAY_NAME,
+        trade_policy=trade_policy_template_context(TRADE_POLICY),
     )
 
 
@@ -7519,6 +7540,12 @@ 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(
@@ -7533,6 +7560,10 @@ 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)
@@ -7784,6 +7815,11 @@ def add_order():
         conn.close()
         flash("symbol 不能为空")
         return redirect("/trade")
+    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()
@@ -9074,6 +9110,7 @@ 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_okx/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">
@@ -383,10 +386,9 @@
                 <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>
+                {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction %}
-                <select id="order-direction" name="direction" required>
+                {{ trade_policy_symbol('symbol', 'order-symbol') }}
-                    <option value="">方向</option><option value="long">做多</option><option value="short">做空</option>
+                {{ trade_policy_direction('direction', 'order-direction') }}
-                </select>
                 <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>

lib/common/static/instance_theme.css

@@ -1572,3 +1572,42 @@ html[data-theme="light"] .order-preview-profit strong {
   color: #087a50 !important;
 }
 
+/* ── 账户交易限制（方向 / 币种白名单）── */
+.trade-policy-badge {
+  display: inline-flex;
+  align-items: center;
+  padding: 2px 10px;
+  border-radius: 999px;
+  font-size: 0.72rem;
+  font-weight: 600;
+  color: #8fc8ff;
+  background: rgba(31, 58, 90, 0.55);
+  border: 1px solid rgba(143, 200, 255, 0.35);
+  line-height: 1.4;
+}
+
+.trade-policy-dir-lock {
+  display: inline-flex;
+  align-items: center;
+  padding: 6px 12px;
+  border-radius: 8px;
+  font-size: 0.82rem;
+  font-weight: 600;
+  color: #4cd97f;
+  background: rgba(76, 217, 127, 0.1);
+  border: 1px solid rgba(76, 217, 127, 0.28);
+  white-space: nowrap;
+}
+
+html[data-theme="light"] .trade-policy-badge {
+  color: #1a4a7a;
+  background: #e8f2fb;
+  border-color: #9ec5e8;
+}
+
+html[data-theme="light"] .trade-policy-dir-lock {
+  color: #087a50;
+  background: #e8f8f0;
+  border-color: #9ed4b8;
+}
+

lib/instance/templates/embed_page_fragment.html

@@ -34,10 +34,9 @@
             </div>
             {% include order_rule_tips_tpl %}
             <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>
+                {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction %}
-                <select id="order-direction" name="direction" required>
+                {{ trade_policy_symbol('symbol', 'order-symbol') }}
-                    <option value="">方向</option><option value="long">做多</option><option value="short">做空</option>
+                {{ trade_policy_direction('direction', 'order-direction') }}
-                </select>
                 <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>

lib/instance/templates/embed_shell.html

@@ -7,7 +7,7 @@
     <link rel="stylesheet" href="/static/instance_theme_early.css?v=4">
     <link rel="stylesheet" href="/static/account_risk_badge.css?v=4">
     <link rel="stylesheet" href="/static/instance_page.css?v=2">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=48">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=49">
     <script src="/static/account_risk_badge.js?v=4"></script>
     <meta name="theme-color" content="#0b0d14">
     <title>{{ exchange_display }} · 加密货币 | 交易监控复盘系统</title>
@@ -28,6 +28,9 @@
         <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">

lib/strategy/strategy_register.py

@@ -277,6 +277,11 @@ def _roll_context(cfg: dict, data: dict) -> tuple[Optional[dict], Optional[str]]
     if not symbol:
         return None, "请选择或填写币种"
     direction = (data.get("direction") or "long").strip().lower()
+    validate_fn = getattr(m, "validate_trade_policy_open", None) if m is not None else None
+    if callable(validate_fn):
+        ok_pol, pol_msg = validate_fn(symbol, direction)
+        if not ok_pol:
+            return None, pol_msg
     ex_sym = cfg["normalize_exchange_symbol"](symbol)
     conn = get_db()
     init_strategy_tables(conn)

lib/strategy/strategy_trend_register.py

@@ -257,6 +257,11 @@ def precheck_trend_start(cfg: dict, conn, *, symbol: str = "", direction: str =
         pass
     sym = (symbol or "").strip()
     dir_l = (direction or "long").strip().lower()
+    validate_fn = getattr(m, "validate_trade_policy_open", None)
+    if callable(validate_fn) and sym:
+        ok_pol, pol_msg = validate_fn(sym, dir_l)
+        if not ok_pol:
+            return False, pol_msg
     if sym and dir_l in ("long", "short") and hasattr(m, "precheck_risk"):
         ok_risk, risk_msg = m.precheck_risk(conn, sym, dir_l)
         if not ok_risk:

lib/strategy/templates/key_focus_v2.html

@@ -8,6 +8,9 @@
   <link rel="stylesheet" href="/static/focus_chart_page.css?v=1">
 </head>
 <body class="focus-page">
+{% if trade_policy is not defined %}
+{% set trade_policy = {'symbol_restrict_enabled': false, 'direction_restrict_enabled': false, 'symbol_whitelist': [], 'allows_long': true, 'allows_short': true, 'badge_text': ''} %}
+{% endif %}
 <div class="container">
   <div class="card">
     <div class="row" style="justify-content:space-between">
@@ -25,13 +28,14 @@
       </div>
       <div class="row">
         <a class="btn" href="/">返回首页</a>
-        <strong class="focus-title">关键位放大（可输入币种）</strong><span class="exchange-tag">{{ exchange_display }}</span>
+        <strong class="focus-title">关键位放大{% if trade_policy.symbol_restrict_enabled %}（选择币种）{% else %}（可输入币种）{% endif %}</strong><span class="exchange-tag">{{ exchange_display }}</span>
       </div>
       <div class="status">最近刷新：<span id="updated-at">--</span></div>
     </div>
     <div class="row" style="margin-top:10px">
       <label>币种</label>
-      <input id="symbol-input" value="{{ default_symbol }}" placeholder="BTC/USDT">
+      {% from 'trade_policy_fields.html' import trade_policy_symbol %}
+      {{ trade_policy_symbol('symbol', 'symbol-input', default_symbol, placeholder='BTC/USDT') }}
       <label>关键位</label>
       <select id="key-id">
         <option value="">无（仅看K线）</option>

lib/strategy/templates/key_monitor_panel.html

@@ -142,7 +142,8 @@
         {% endif %}
     </div>
     <form id="key-form" action="/add_key" method="post" class="form-row">
-        <input name="symbol" placeholder="BTC 或 BTC/USDT" required>
+        {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction %}
+        {{ trade_policy_symbol('symbol', 'key-symbol') }}
         <select name="type" id="key-type-select" required>
             {% if position_sizing_mode != 'full_margin' %}
             <option value="箱体突破">箱体突破</option>
@@ -155,9 +156,7 @@
             <option value="突破触价开仓">突破触价开仓</option>
             <option value="关键支撑阻力">关键支撑阻力</option>
         </select>
-        <select name="direction" id="key-direction" required>
+        {{ trade_policy_direction('direction', 'key-direction') }}
-            <option value="">方向</option><option value="long">做多</option><option value="short">做空</option>
-        </select>
         <input name="key_price" id="key-fb-price" step="0.0001" placeholder="做空填高点/做多填低点" style="display:none">
         <input name="trigger_entry" id="key-trigger-entry" step="0.0001" placeholder="计划入场价" style="display:none">
         <input name="trigger_sl" id="key-trigger-sl" step="0.0001" placeholder="止损价" style="display:none">

lib/strategy/templates/strategy_trend_panel.html

@@ -24,12 +24,9 @@
     {% endfor %}
     {% endif %}
     <form id="trend-pullback-form" action="{{ url_for('preview_trend_pullback') }}" method="post" class="form-row">
-        <input name="symbol" placeholder="BTC 或 ETH/USDT" required>
+        {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction %}
-        <select name="direction" id="trend-direction" required>
+        {{ trade_policy_symbol('symbol', 'trend-symbol', placeholder='BTC 或 ETH/USDT') }}
-            <option value="">方向</option>
+        {{ trade_policy_direction('direction', 'trend-direction') }}
-            <option value="long">做多</option>
-            <option value="short">做空</option>
-        </select>
         <input name="leverage" type="number" min="1" step="1" placeholder="杠杆(必填)" required>
         <input name="risk_percent" type="number" min="0.1" step="0.1" value="5" placeholder="风险%相对可用快照" title="默认5：最坏亏损约≤可用余额×5%">
         <input name="sl" step="any" placeholder="止损价" required>

lib/strategy/templates/trade_policy_fields.html

@@ -0,0 +1,29 @@
+{# 方向 / 币种：env 账户级限制（三所共用宏） #}
+{% macro trade_policy_symbol(name, id, value='', required=true, placeholder='BTC 或 BTC/USDT') -%}
+{% if trade_policy.symbol_restrict_enabled and trade_policy.symbol_whitelist %}
+<select name="{{ name }}" id="{{ id }}" {% if required %}required{% endif %} class="trade-policy-symbol-select">
+    <option value="">选择币种</option>
+    {% for sym in trade_policy.symbol_whitelist %}
+    <option value="{{ sym }}" {% if value and (value|upper == sym or value|upper.startswith(sym ~ '/')) %}selected{% endif %}>{{ sym }}/USDT</option>
+    {% endfor %}
+</select>
+{% else %}
+<input id="{{ id }}" name="{{ name }}" placeholder="{{ placeholder }}" {% if required %}required{% endif %} value="{{ value }}">
+{% endif %}
+{%- endmacro %}
+
+{% macro trade_policy_direction(name, id, required=true, include_empty=true) -%}
+{% if trade_policy.direction_restrict_enabled and trade_policy.direction_mode == 'long_only' %}
+<span class="trade-policy-dir-lock" title="账户配置：仅做多">做多</span>
+<input type="hidden" name="{{ name }}" id="{{ id }}" value="long">
+{% elif trade_policy.direction_restrict_enabled and trade_policy.direction_mode == 'short_only' %}
+<span class="trade-policy-dir-lock" title="账户配置：仅做空">做空</span>
+<input type="hidden" name="{{ name }}" id="{{ id }}" value="short">
+{% else %}
+<select name="{{ name }}" id="{{ id }}" {% if required %}required{% endif %}>
+    {% if include_empty %}<option value="">方向</option>{% endif %}
+    {% if trade_policy.allows_long %}<option value="long">做多</option>{% endif %}
+    {% if trade_policy.allows_short %}<option value="short">做空</option>{% endif %}
+</select>
+{% endif %}
+{%- endmacro %}

lib/trade/trade_policy_app_lib.py

@@ -0,0 +1,52 @@
+"""Flask 实例接入 trade policy（三所 app.py 共用）。"""
+from __future__ import annotations
+
+from typing import Callable, Tuple
+
+from lib.trade.trade_policy_lib import (
+    TradePolicy,
+    assert_direction_allowed,
+    assert_symbol_allowed,
+    assert_trade_policy_open,
+    trade_policy_to_dict,
+)
+
+
+def trade_policy_template_context(policy: TradePolicy) -> dict:
+    return trade_policy_to_dict(policy)
+
+
+def default_symbol_for_policy(policy: TradePolicy, raw_default: str) -> str:
+    d = (raw_default or "BTC/USDT").strip() or "BTC/USDT"
+    if policy.symbol_restrict_enabled and policy.symbol_whitelist:
+        from lib.trade.trade_policy_lib import symbol_base_coin
+
+        base = symbol_base_coin(d)
+        if base not in policy.symbol_whitelist:
+            return f"{policy.symbol_whitelist[0]}/USDT"
+    return d
+
+
+def check_symbol_policy(
+    policy: TradePolicy,
+    symbol: str,
+    normalize_symbol_fn: Callable[[str], str],
+) -> Tuple[bool, str]:
+    return assert_symbol_allowed(
+        policy, symbol, normalize_symbol_fn=normalize_symbol_fn
+    )
+
+
+def check_direction_policy(policy: TradePolicy, direction: str) -> Tuple[bool, str]:
+    return assert_direction_allowed(policy, direction)
+
+
+def check_open_policy(
+    policy: TradePolicy,
+    symbol: str,
+    direction: str,
+    normalize_symbol_fn: Callable[[str], str],
+) -> Tuple[bool, str]:
+    return assert_trade_policy_open(
+        policy, symbol, direction, normalize_symbol_fn=normalize_symbol_fn
+    )

lib/trade/trade_policy_lib.py

@@ -0,0 +1,205 @@
+"""
+三所共用：账户级方向 / 币种白名单（.env 开关，默认关闭=不限制）。
+"""
+from __future__ import annotations
+
+import os
+from dataclasses import dataclass
+from typing import Callable, FrozenSet, Optional, Sequence, Tuple
+
+DIR_BOTH = "both"
+DIR_LONG_ONLY = "long_only"
+DIR_SHORT_ONLY = "short_only"
+VALID_DIRECTION_MODES = frozenset({DIR_BOTH, DIR_LONG_ONLY, DIR_SHORT_ONLY})
+
+_DIR_ALIASES = {
+    "both": DIR_BOTH,
+    "双向": DIR_BOTH,
+    "long": DIR_LONG_ONLY,
+    "long_only": DIR_LONG_ONLY,
+    "多": DIR_LONG_ONLY,
+    "仅多": DIR_LONG_ONLY,
+    "做多": DIR_LONG_ONLY,
+    "short": DIR_SHORT_ONLY,
+    "short_only": DIR_SHORT_ONLY,
+    "空": DIR_SHORT_ONLY,
+    "仅空": DIR_SHORT_ONLY,
+    "做空": DIR_SHORT_ONLY,
+}
+
+
+def _env_bool(raw: Optional[str], default: bool = False) -> bool:
+    if raw is None:
+        return default
+    return (raw or "").strip().lower() in ("1", "true", "yes", "on")
+
+
+def normalize_direction_mode(raw: Optional[str]) -> str:
+    v = (raw or DIR_BOTH).strip().lower()
+    return _DIR_ALIASES.get(v, v if v in VALID_DIRECTION_MODES else DIR_BOTH)
+
+
+def symbol_base_coin(symbol: str) -> str:
+    """BTC/USDT:USDT、BTC/USDT、BTC、btc -> BTC"""
+    s = (symbol or "").strip().upper()
+    if not s:
+        return ""
+    if ":" in s:
+        s = s.split(":", 1)[0]
+    if "/" in s:
+        return s.split("/", 1)[0].strip()
+    if s.endswith("USDT") and len(s) > 4:
+        return s[:-4]
+    return s
+
+
+def parse_symbol_whitelist(raw: Optional[str]) -> Tuple[str, ...]:
+    if not raw or not str(raw).strip():
+        return ()
+    parts = []
+    for piece in str(raw).replace(";", ",").split(","):
+        base = symbol_base_coin(piece.strip())
+        if base and base not in parts:
+            parts.append(base)
+    return tuple(parts)
+
+
+@dataclass(frozen=True)
+class TradePolicy:
+    direction_restrict_enabled: bool
+    direction_mode: str
+    symbol_restrict_enabled: bool
+    symbol_whitelist: Tuple[str, ...]
+
+    @property
+    def allows_long(self) -> bool:
+        if not self.direction_restrict_enabled:
+            return True
+        return self.direction_mode in (DIR_BOTH, DIR_LONG_ONLY)
+
+    @property
+    def allows_short(self) -> bool:
+        if not self.direction_restrict_enabled:
+            return True
+        return self.direction_mode in (DIR_BOTH, DIR_SHORT_ONLY)
+
+
+def load_trade_policy(env: Optional[dict] = None) -> TradePolicy:
+    e = env if env is not None else os.environ
+    direction_restrict = _env_bool(e.get("TRADE_DIRECTION_RESTRICT_ENABLED"), False)
+    symbol_restrict = _env_bool(e.get("TRADE_SYMBOL_RESTRICT_ENABLED"), False)
+    direction_mode = normalize_direction_mode(e.get("TRADE_DIRECTION"))
+    whitelist = parse_symbol_whitelist(e.get("TRADE_SYMBOL_WHITELIST"))
+    if symbol_restrict and not whitelist:
+        symbol_restrict = False
+    return TradePolicy(
+        direction_restrict_enabled=direction_restrict,
+        direction_mode=direction_mode,
+        symbol_restrict_enabled=symbol_restrict,
+        symbol_whitelist=whitelist,
+    )
+
+
+def direction_mode_label_zh(mode: str) -> str:
+    m = normalize_direction_mode(mode)
+    if m == DIR_LONG_ONLY:
+        return "仅多"
+    if m == DIR_SHORT_ONLY:
+        return "仅空"
+    return "双向"
+
+
+def trade_policy_badge_parts(policy: TradePolicy) -> Tuple[str, ...]:
+    parts: list[str] = []
+    if policy.direction_restrict_enabled:
+        if policy.direction_mode == DIR_LONG_ONLY:
+            parts.append("仅多")
+        elif policy.direction_mode == DIR_SHORT_ONLY:
+            parts.append("仅空")
+    if policy.symbol_restrict_enabled and policy.symbol_whitelist:
+        parts.append("/".join(policy.symbol_whitelist))
+    return tuple(parts)
+
+
+def trade_policy_to_dict(policy: TradePolicy) -> dict:
+    badges = trade_policy_badge_parts(policy)
+    return {
+        "direction_restrict_enabled": policy.direction_restrict_enabled,
+        "direction_mode": policy.direction_mode,
+        "direction_label_zh": (
+            direction_mode_label_zh(policy.direction_mode)
+            if policy.direction_restrict_enabled
+            else "双向"
+        ),
+        "allows_long": policy.allows_long,
+        "allows_short": policy.allows_short,
+        "symbol_restrict_enabled": policy.symbol_restrict_enabled,
+        "symbol_whitelist": list(policy.symbol_whitelist),
+        "badge_parts": list(badges),
+        "badge_text": " · ".join(badges),
+    }
+
+
+def normalize_open_direction(policy: TradePolicy, direction: str) -> str:
+    d = (direction or "long").strip().lower()
+    if d not in ("long", "short"):
+        d = "long"
+    if policy.direction_restrict_enabled:
+        if policy.direction_mode == DIR_LONG_ONLY:
+            return "long"
+        if policy.direction_mode == DIR_SHORT_ONLY:
+            return "short"
+    return d
+
+
+def assert_direction_allowed(policy: TradePolicy, direction: str) -> Tuple[bool, str]:
+    d = (direction or "").strip().lower()
+    if d not in ("long", "short"):
+        if d in ("watch", ""):
+            return True, ""
+        return False, "方向无效，请选择做多或做空"
+    if d == "long" and not policy.allows_long:
+        return False, "当前账户配置为仅做空，不允许做多"
+    if d == "short" and not policy.allows_short:
+        return False, "当前账户配置为仅做多，不允许做空"
+    return True, ""
+
+
+def assert_symbol_allowed(
+    policy: TradePolicy,
+    symbol: str,
+    *,
+    normalize_symbol_fn: Optional[Callable[[str], str]] = None,
+) -> Tuple[bool, str]:
+    if not policy.symbol_restrict_enabled:
+        return True, ""
+    sym = (symbol or "").strip()
+    if not sym:
+        return False, "请选择币种"
+    if normalize_symbol_fn is not None:
+        sym_norm = (normalize_symbol_fn(sym) or "").strip()
+    else:
+        sym_norm = sym
+    base = symbol_base_coin(sym_norm or sym)
+    allowed: FrozenSet[str] = frozenset(policy.symbol_whitelist)
+    if base not in allowed:
+        allowed_txt = "、".join(policy.symbol_whitelist)
+        return False, f"当前账户仅允许 {allowed_txt}，不允许 {base or sym}"
+    return True, ""
+
+
+def assert_trade_policy_open(
+    policy: TradePolicy,
+    symbol: str,
+    direction: str,
+    normalize_symbol_fn: Optional[Callable[[str], str]] = None,
+) -> Tuple[bool, str]:
+    ok_sym, msg_sym = assert_symbol_allowed(
+        policy, symbol, normalize_symbol_fn=normalize_symbol_fn
+    )
+    if not ok_sym:
+        return False, msg_sym
+    ok_dir, msg_dir = assert_direction_allowed(policy, direction)
+    if not ok_dir:
+        return False, msg_dir
+    return True, ""

scripts/sync_trade_policy_env.py

@@ -0,0 +1,216 @@
+#!/usr/bin/env python3
+"""
+将账户方向 / 币种白名单 env 写入三所 .env（缺失则追加，已存在则 --set 时覆盖）。
+
+用法（仓库根目录）：
+  python scripts/sync_trade_policy_env.py
+  python scripts/sync_trade_policy_env.py --dry-run
+  python scripts/sync_trade_policy_env.py --apply-account-profiles
+  python scripts/sync_trade_policy_env.py --set-direction binance long_only
+
+--apply-account-profiles：币安=仅多，Gate=BTC/ETH 白名单，OKX=默认不限制。
+修改后须 pm2 restart 对应实例。
+"""
+from __future__ import annotations
+
+import argparse
+import os
+import re
+
+REPO = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
+
+INSTANCES = (
+    "crypto_monitor_binance",
+    "crypto_monitor_okx",
+    "crypto_monitor_gate",
+)
+
+COMMENT_BLOCK = [
+    "# 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）",
+    "# 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）",
+]
+
+DEFAULTS = {
+    "TRADE_DIRECTION_RESTRICT_ENABLED": "false",
+    "TRADE_DIRECTION": "both",
+    "TRADE_SYMBOL_RESTRICT_ENABLED": "false",
+    "TRADE_SYMBOL_WHITELIST": "BTC,ETH",
+}
+
+ACCOUNT_PROFILES = {
+    "crypto_monitor_binance": {
+        "TRADE_DIRECTION_RESTRICT_ENABLED": "true",
+        "TRADE_DIRECTION": "long_only",
+        "TRADE_SYMBOL_RESTRICT_ENABLED": "false",
+        "TRADE_SYMBOL_WHITELIST": "BTC,ETH",
+    },
+    "crypto_monitor_gate": {
+        "TRADE_DIRECTION_RESTRICT_ENABLED": "false",
+        "TRADE_DIRECTION": "both",
+        "TRADE_SYMBOL_RESTRICT_ENABLED": "true",
+        "TRADE_SYMBOL_WHITELIST": "BTC,ETH",
+    },
+    "crypto_monitor_okx": {
+        "TRADE_DIRECTION_RESTRICT_ENABLED": "false",
+        "TRADE_DIRECTION": "both",
+        "TRADE_SYMBOL_RESTRICT_ENABLED": "false",
+        "TRADE_SYMBOL_WHITELIST": "BTC,ETH",
+    },
+}
+
+
+def _parse_env(path: str) -> list[str]:
+    if not os.path.isfile(path):
+        return []
+    with open(path, "r", encoding="utf-8", errors="ignore") as f:
+        return f.read().replace("\r\n", "\n").replace("\r", "\n").splitlines()
+
+
+def _env_get(lines: list[str], key: str) -> str | None:
+    pat = re.compile(r"^\s*" + re.escape(key) + r"\s*=\s*(.*)\s*$")
+    for line in lines:
+        m = pat.match(line)
+        if m:
+            return m.group(1).strip().strip('"').strip("'")
+    return None
+
+
+def _upsert(lines: list[str], key: str, value: str) -> list[str]:
+    pat = re.compile(r"^\s*" + re.escape(key) + r"\s*=")
+    out: list[str] = []
+    replaced = False
+    for line in lines:
+        if pat.match(line):
+            if not replaced:
+                out.append(f"{key}={value}")
+                replaced = True
+            continue
+        out.append(line)
+    if not replaced:
+        if out and out[-1].strip():
+            out.append("")
+        out.append(f"{key}={value}")
+    return out
+
+
+def _insert_after(lines: list[str], anchor_key: str, insert: list[str]) -> list[str]:
+    pat = re.compile(r"^\s*" + re.escape(anchor_key) + r"\s*=")
+    for i, line in enumerate(lines):
+        if pat.match(line):
+            return lines[: i + 1] + insert + lines[i + 1 :]
+    if lines and lines[-1].strip():
+        return lines + [""] + insert
+    return lines + insert
+
+
+def sync_one(
+    dir_name: str,
+    values: dict[str, str],
+    *,
+    dry_run: bool,
+    force: bool,
+) -> bool:
+    path = os.path.join(REPO, dir_name, ".env")
+    if not os.path.isfile(path):
+        print(f"skip (no .env): {dir_name}")
+        return False
+    lines = _parse_env(path)
+    changed = False
+    for key, val in values.items():
+        cur = _env_get(lines, key)
+        if cur is None:
+            if key == "TRADE_DIRECTION_RESTRICT_ENABLED" and _env_get(
+                lines, "TRADE_DIRECTION"
+            ) is None:
+                if COMMENT_BLOCK[0] not in "\n".join(lines):
+                    lines = _insert_after(lines, "POSITION_SIZING_MODE", COMMENT_BLOCK)
+            lines = _upsert(lines, key, val)
+            changed = True
+        elif force or cur != val:
+            lines = _upsert(lines, key, val)
+            changed = True
+    if not changed:
+        print(f"ok (unchanged): {dir_name}")
+        return False
+    text = "\n".join(lines).rstrip() + "\n"
+    print(f"update: {dir_name}")
+    for k, v in values.items():
+        print(f"  {k}={v}")
+    if not dry_run:
+        with open(path, "w", encoding="utf-8", newline="\n") as f:
+            f.write(text)
+    return True
+
+
+def main() -> None:
+    ap = argparse.ArgumentParser(description="同步三所 trade policy env")
+    ap.add_argument("--dry-run", action="store_true")
+    ap.add_argument(
+        "--apply-account-profiles",
+        action="store_true",
+        help="币安仅多、Gate BTC/ETH、OKX 默认",
+    )
+    ap.add_argument(
+        "--defaults-only",
+        action="store_true",
+        help="三所均写入默认（不限制）",
+    )
+    ap.add_argument("--force", action="store_true", help="覆盖已有值")
+    ap.add_argument("--set-direction", nargs=2, metavar=("INSTANCE", "MODE"))
+    ap.add_argument("--set-symbol-whitelist", nargs=2, metavar=("INSTANCE", "SYMS"))
+    args = ap.parse_args()
+
+    if args.set_direction:
+        inst, mode = args.set_direction
+        if inst not in INSTANCES:
+            raise SystemExit(f"unknown instance: {inst}")
+        sync_one(
+            inst,
+            {
+                "TRADE_DIRECTION_RESTRICT_ENABLED": "true",
+                "TRADE_DIRECTION": mode,
+            },
+            dry_run=args.dry_run,
+            force=True,
+        )
+        return
+
+    if args.set_symbol_whitelist:
+        inst, syms = args.set_symbol_whitelist
+        if inst not in INSTANCES:
+            raise SystemExit(f"unknown instance: {inst}")
+        sync_one(
+            inst,
+            {
+                "TRADE_SYMBOL_RESTRICT_ENABLED": "true",
+                "TRADE_SYMBOL_WHITELIST": syms,
+            },
+            dry_run=args.dry_run,
+            force=True,
+        )
+        return
+
+    profiles = (
+        {k: dict(DEFAULTS) for k in INSTANCES}
+        if args.defaults_only
+        else dict(ACCOUNT_PROFILES)
+        if args.apply_account_profiles
+        else {k: dict(DEFAULTS) for k in INSTANCES}
+    )
+
+    if not args.apply_account_profiles and not args.defaults_only:
+        ap.print_help()
+        print("\n提示：部署常用 --apply-account-profiles")
+        return
+
+    any_changed = False
+    for inst in INSTANCES:
+        if sync_one(inst, profiles[inst], dry_run=args.dry_run, force=args.force):
+            any_changed = True
+    if args.dry_run and any_changed:
+        print("(dry-run, 未写入)")
+
+
+if __name__ == "__main__":
+    main()

tests/test_trade_policy_lib.py

@@ -0,0 +1,90 @@
+"""账户方向 / 币种白名单 env 策略。"""
+from lib.trade.trade_policy_lib import (
+    assert_direction_allowed,
+    assert_symbol_allowed,
+    assert_trade_policy_open,
+    load_trade_policy,
+    parse_symbol_whitelist,
+    symbol_base_coin,
+    trade_policy_badge_parts,
+)
+
+
+def test_default_policy_unrestricted():
+    p = load_trade_policy({})
+    assert not p.direction_restrict_enabled
+    assert not p.symbol_restrict_enabled
+    assert p.allows_long and p.allows_short
+
+
+def test_long_only_blocks_short():
+    p = load_trade_policy(
+        {
+            "TRADE_DIRECTION_RESTRICT_ENABLED": "true",
+            "TRADE_DIRECTION": "long_only",
+        }
+    )
+    ok, msg = assert_direction_allowed(p, "short")
+    assert not ok
+    assert "仅做多" in msg
+    ok2, _ = assert_direction_allowed(p, "long")
+    assert ok2
+
+
+def test_symbol_whitelist_btc_eth():
+    p = load_trade_policy(
+        {
+            "TRADE_SYMBOL_RESTRICT_ENABLED": "true",
+            "TRADE_SYMBOL_WHITELIST": "BTC,ETH",
+        }
+    )
+    ok, _ = assert_symbol_allowed(p, "BTC/USDT")
+    assert ok
+    ok2, msg = assert_symbol_allowed(p, "SOL")
+    assert not ok2
+    assert "SOL" in msg
+
+
+def test_symbol_whitelist_without_list_disables_restrict():
+    p = load_trade_policy(
+        {
+            "TRADE_SYMBOL_RESTRICT_ENABLED": "true",
+            "TRADE_SYMBOL_WHITELIST": "",
+        }
+    )
+    assert not p.symbol_restrict_enabled
+
+
+def test_combined_open_validation():
+    p = load_trade_policy(
+        {
+            "TRADE_DIRECTION_RESTRICT_ENABLED": "1",
+            "TRADE_DIRECTION": "多",
+            "TRADE_SYMBOL_RESTRICT_ENABLED": "yes",
+            "TRADE_SYMBOL_WHITELIST": "BTC,ETH",
+        }
+    )
+    ok, _ = assert_trade_policy_open(p, "ETH", "long")
+    assert ok
+    ok2, msg = assert_trade_policy_open(p, "ETH", "short")
+    assert not ok2
+    ok3, msg3 = assert_trade_policy_open(p, "BNB", "long")
+    assert not ok3
+    assert "BNB" in msg3
+
+
+def test_parse_whitelist_and_base_coin():
+    assert parse_symbol_whitelist("btc, eth") == ("BTC", "ETH")
+    assert symbol_base_coin("btc/usdt:usdt") == "BTC"
+
+
+def test_badge_parts():
+    p = load_trade_policy(
+        {
+            "TRADE_DIRECTION_RESTRICT_ENABLED": "true",
+            "TRADE_DIRECTION": "long_only",
+            "TRADE_SYMBOL_RESTRICT_ENABLED": "true",
+            "TRADE_SYMBOL_WHITELIST": "BTC,ETH",
+        }
+    )
+    assert trade_policy_badge_parts(p) == ("仅多", "BTC/ETH")