Label dashboard positions from monitor sources with priority.

Match hedge/roll/trend/order/key monitors for source badges, show option target monitors in green, and refresh the dashboard with the board 5s cycle.

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

manual_trading_hub/hub_ai/context.py

@@ -973,9 +973,119 @@ def format_account_remark(ac: dict) -> str:
     return ";".join(parts)
 
 
+def _monitor_item_matches_position(item: dict, symbol: str, side: str) -> bool:
+    o_sym = item.get("exchange_symbol") or item.get("symbol") or ""
+    if not _symbols_match(symbol, o_sym):
+        return False
+    return (str(item.get("direction") or "").lower() == str(side or "").lower())
+
+
+def _order_monitor_source_label(order: dict) -> tuple[int, str]:
+    """返回 (优先级, 来源标签). 对冲=1 … 关键位=5."""
+    mt = str(
+        order.get("monitor_type_display")
+        or order.get("monitor_type_label")
+        or order.get("monitor_type")
+        or ""
+    ).strip()
+    if "顺势" in mt:
+        return 2, "顺势加仓"
+    if "趋势" in mt:
+        return 3, "趋势回调"
+    if "关键位" in mt:
+        return 5, "关键位"
+    return 4, "下单监控"
+
+
+def _hedge_matches_position(plan: dict, symbol: str, side: str) -> bool:
+    """进行中对冲计划是否覆盖该永续仓(方向 + 永续腿/标的)."""
+    direction = str(plan.get("direction") or "").lower()
+    if direction and direction != str(side or "").lower():
+        return False
+    for leg in plan.get("legs") or []:
+        if not isinstance(leg, dict):
+            continue
+        if str(leg.get("leg_role") or "") != "perp":
+            continue
+        if str(leg.get("status") or "open") not in ("", "open"):
+            continue
+        if _symbols_match(symbol, str(leg.get("symbol") or "")):
+            return True
+    und = str(plan.get("underlying") or "").strip()
+    if und and _symbols_match(symbol, und):
+        return True
+    return False
+
+
+def _hedge_source_label(plan: dict) -> str:
+    pt = str(plan.get("plan_type") or "").strip()
+    if pt == "perp_options" or str(plan.get("plan_type_label") or "") == "永期对冲":
+        return "永期对冲"
+    if pt == "options_options" or str(plan.get("plan_type_label") or "") == "期期对冲":
+        return "期期对冲"
+    return "对冲"
+
+
+def resolve_position_monitor_source(pos: dict, hub_mon: Optional[dict]) -> str:
+    """仓位来源:对冲 > 顺势加仓 > 趋势回调 > 下单监控 > 关键位;对不上为 —."""
+    if not isinstance(hub_mon, dict) or hub_mon.get("ok") is False:
+        return "—"
+    sym = str(pos.get("symbol") or "")
+    side = str(pos.get("side") or "")
+    if not sym:
+        return "—"
+    candidates: list[tuple[int, str]] = []
+    for h in hub_mon.get("hedges") or []:
+        if isinstance(h, dict) and _hedge_matches_position(h, sym, side):
+            candidates.append((1, _hedge_source_label(h)))
+    for r in hub_mon.get("rolls") or []:
+        if isinstance(r, dict) and _monitor_item_matches_position(r, sym, side):
+            candidates.append((2, "顺势加仓"))
+    for t in hub_mon.get("trends") or []:
+        if isinstance(t, dict) and _monitor_item_matches_position(t, sym, side):
+            candidates.append((3, "趋势回调"))
+    for o in hub_mon.get("orders") or []:
+        if isinstance(o, dict) and _monitor_item_matches_position(o, sym, side):
+            candidates.append(_order_monitor_source_label(o))
+    for k in hub_mon.get("keys") or []:
+        if isinstance(k, dict) and _monitor_item_matches_position(k, sym, side):
+            candidates.append((5, "关键位"))
+    if not candidates:
+        return "—"
+    candidates.sort(key=lambda x: x[0])
+    return candidates[0][1]
+
+
+def _options_source_label(p: dict) -> str:
+    """看板期权来源:仅对冲标期期/永期;纯期权或对不上监控显示 —."""
+    source = str(p.get("source") or "").strip()
+    label = str(p.get("source_label") or "").strip()
+    if source == "perp_options" or label == "永期对冲":
+        return "永期对冲"
+    if source == "options_options" or label == "期期对冲":
+        return "期期对冲"
+    hedge = p.get("hedge_plan_target") if isinstance(p.get("hedge_plan_target"), dict) else None
+    if hedge:
+        return _hedge_source_label(hedge)
+    return "—"
+
+
+def _options_target_monitor_text(p: dict) -> str:
+    raw = p.get("target_monitor_text")
+    if raw not in (None, ""):
+        return str(raw)
+    try:
+        from lib.instance.instance_dashboard_lib import _format_options_target
+
+        return _format_options_target(p)
+    except Exception:
+        return "—"
+
+
 def format_dashboard_account_detail(ac: dict) -> dict[str, Any]:
-    """数据看板分户卡片:监控仅数量,持仓逐行(含浮盈亏与来源)."""
+    """数据看板分户卡片:监控数量 + 持仓表(来源=监控匹配)."""
     mon = ac.get("monitor_lines") or {}
+    hub_mon = ac.get("hub_monitor") if isinstance(ac.get("hub_monitor"), dict) else None
     position_lines: list[dict[str, Any]] = []
     for p in _filter_open_positions(ac.get("positions") or []):
         sym = p.get("symbol") or "?"
@@ -984,10 +1094,11 @@ def format_dashboard_account_detail(ac: dict) -> dict[str, Any]:
         if contracts is None:
             contracts = p.get("size")
         upnl = _position_float_pnl(p)
+        source = resolve_position_monitor_source(p, hub_mon)
         position_lines.append(
             {
                 "kind": "position",
-                "source": "永续",
+                "source": source,
                 "symbol": sym,
                 "side": side,
                 "contracts": contracts,
@@ -998,28 +1109,21 @@ def format_dashboard_account_detail(ac: dict) -> dict[str, Any]:
     opt_snap = ac.get("options_snapshot") if isinstance(ac.get("options_snapshot"), dict) else {}
     options_positions: list[dict[str, Any]] = []
     if opt_snap.get("ok") is not False and opt_snap.get("enabled") is not False:
-        from lib.options.options_pricing_lib import format_options_breakeven_line
-
         for p in opt_snap.get("positions") or []:
             if not isinstance(p, dict):
                 continue
-            options_positions.append(p)
-            inst = p.get("inst_id") or "?"
-            opt_type = (p.get("opt_type") or "").upper()
+            row = dict(p)
+            row["source_label"] = _options_source_label(p)
+            row["target_monitor_text"] = _options_target_monitor_text(p)
+            options_positions.append(row)
+            inst = row.get("inst_id") or "?"
+            opt_type = (row.get("opt_type") or "").upper()
             label = "Call" if opt_type == "C" else "Put" if opt_type == "P" else opt_type or "OPT"
-            upl = p.get("upl")
-            be_line = format_options_breakeven_line(
-                expiry_be_px=p.get("expiry_be_px"),
-                close_be_px=p.get("close_be_px"),
-                idx_px=p.get("idx_px"),
-            )
-            text = f"期权 {inst} {label}"
-            if be_line:
-                text = f"{text} {be_line}"
+            upl = row.get("upl")
             line: dict[str, Any] = {
                 "kind": "options",
-                "source": "期权",
-                "text": text,
+                "source": row.get("source_label") or "—",
+                "text": f"期权 {inst} {label}",
             }
             if upl is not None:
                 try: