Add instance data dashboard (default off).

Read-only overview of live orders, key monitors, and strategy; show options/hedge only when present. Toggle via system settings nav prefs.

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

lib/instance/instance_dashboard_lib.py

@@ -0,0 +1,312 @@
+"""实例数据看板:本户活跃监控 / 持仓只读聚合."""
+from __future__ import annotations
+
+from datetime import datetime, timezone
+from typing import Any, Callable, Optional
+
+
+def _row_dict(row: Any) -> dict[str, Any]:
+    if row is None:
+        return {}
+    if isinstance(row, dict):
+        return dict(row)
+    try:
+        return dict(row)
+    except Exception:
+        return {}
+
+
+def _safe_float(v: Any) -> Optional[float]:
+    try:
+        if v is None or v == "":
+            return None
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def _dir_label(direction: Any) -> str:
+    d = str(direction or "").strip().lower()
+    if d == "short":
+        return "做空"
+    if d == "long":
+        return "做多"
+    return str(direction or "-")
+
+
+def _format_order_item(od: dict[str, Any]) -> dict[str, Any]:
+    try:
+        from lib.strategy.strategy_trade_labels import apply_order_monitor_source_labels
+
+        od = apply_order_monitor_source_labels(od)
+    except Exception:
+        pass
+    try:
+        from lib.trade.entry_model_lib import enrich_entry_model_display
+
+        enrich_entry_model_display(od)
+    except Exception:
+        pass
+    sym = od.get("exchange_symbol") or od.get("symbol") or "-"
+    direction = str(od.get("direction") or "long").lower()
+    mt = od.get("monitor_type_display") or od.get("monitor_type") or ""
+    kst = od.get("key_signal_type") or ""
+    title = f"{sym} {_dir_label(direction)}"
+    bits = [x for x in (mt, kst) if x]
+    subtitle = " · ".join(bits) if bits else ""
+    entry = _safe_float(od.get("trigger_price"))
+    sl = _safe_float(od.get("stop_loss"))
+    tp = _safe_float(od.get("take_profit"))
+    return {
+        "id": od.get("id"),
+        "kind": "order",
+        "tab": "trade",
+        "title": title,
+        "subtitle": subtitle,
+        "symbol": sym,
+        "direction": direction,
+        "direction_label": _dir_label(direction),
+        "entry": entry,
+        "stop_loss": sl,
+        "take_profit": tp,
+        "status": od.get("status") or "active",
+    }
+
+
+def _format_key_item(kd: dict[str, Any]) -> dict[str, Any]:
+    sym = kd.get("exchange_symbol") or kd.get("symbol") or "-"
+    direction = str(kd.get("direction") or "long").lower()
+    signal = kd.get("signal_type") or kd.get("key_signal_type") or kd.get("monitor_type") or ""
+    upper = _safe_float(kd.get("upper"))
+    lower = _safe_float(kd.get("lower"))
+    subtitle_parts = []
+    if signal:
+        subtitle_parts.append(str(signal))
+    if upper is not None or lower is not None:
+        subtitle_parts.append(
+            f"上{upper if upper is not None else '-'} / 下{lower if lower is not None else '-'}"
+        )
+    return {
+        "id": kd.get("id"),
+        "kind": "key",
+        "tab": "key_monitor",
+        "title": f"{sym} {_dir_label(direction)}",
+        "subtitle": " · ".join(subtitle_parts),
+        "symbol": sym,
+        "direction": direction,
+        "direction_label": _dir_label(direction),
+        "upper": upper,
+        "lower": lower,
+        "status": kd.get("status") or "active",
+    }
+
+
+def _format_trend_item(td: dict[str, Any]) -> dict[str, Any]:
+    sym = td.get("exchange_symbol") or td.get("symbol") or "-"
+    direction = str(td.get("direction") or "long").lower()
+    status = td.get("status") or "active"
+    entry = _safe_float(td.get("entry_price") or td.get("trigger_price"))
+    return {
+        "id": td.get("id"),
+        "kind": "trend",
+        "tab": "strategy",
+        "title": f"趋势回调 {sym} {_dir_label(direction)}",
+        "subtitle": f"状态 {status}",
+        "symbol": sym,
+        "direction": direction,
+        "direction_label": _dir_label(direction),
+        "entry": entry,
+        "status": status,
+    }
+
+
+def _format_roll_item(rd: dict[str, Any]) -> dict[str, Any]:
+    sym = rd.get("exchange_symbol") or rd.get("symbol") or "-"
+    direction = str(rd.get("direction") or "long").lower()
+    status = rd.get("status") or "active"
+    return {
+        "id": rd.get("id"),
+        "kind": "roll",
+        "tab": "strategy",
+        "title": f"顺势加仓 {sym} {_dir_label(direction)}",
+        "subtitle": f"状态 {status}",
+        "symbol": sym,
+        "direction": direction,
+        "direction_label": _dir_label(direction),
+        "status": status,
+    }
+
+
+def _format_options_item(p: dict[str, Any]) -> dict[str, Any]:
+    inst = p.get("inst_id") or p.get("instId") or "-"
+    opt_type = str(p.get("opt_type") or p.get("optType") or "").upper()
+    label = "Call" if opt_type == "C" else "Put" if opt_type == "P" else (opt_type or "OPT")
+    upl = _safe_float(p.get("upl"))
+    net = None
+    try:
+        from lib.options.options_positions_lib import net_pnl_from_display_row
+
+        net = net_pnl_from_display_row(p)
+    except Exception:
+        net = None
+    pnl = net if net is not None else upl
+    pos = _safe_float(p.get("pos"))
+    return {
+        "id": inst,
+        "kind": "options",
+        "tab": "options",
+        "title": f"{inst} {label}",
+        "subtitle": f"张数 {pos if pos is not None else '-'}",
+        "inst_id": inst,
+        "opt_type": opt_type,
+        "pnl": round(pnl, 4) if pnl is not None else None,
+        "pos": pos,
+    }
+
+
+def _format_hedge_item(plan: dict[str, Any]) -> dict[str, Any]:
+    pid = plan.get("id")
+    underlying = plan.get("underlying") or "-"
+    plan_type = plan.get("plan_type") or ""
+    status = plan.get("status") or ""
+    summary = plan.get("contracts_summary") or ""
+    return {
+        "id": pid,
+        "kind": "hedge_plan",
+        "tab": "hedge_plan",
+        "title": f"对冲 #{pid} {underlying}",
+        "subtitle": " · ".join(x for x in (plan_type, status, summary) if x),
+        "underlying": underlying,
+        "plan_type": plan_type,
+        "status": status,
+    }
+
+
+def _table_exists(conn, name: str) -> bool:
+    try:
+        row = conn.execute(
+            "SELECT 1 FROM sqlite_master WHERE type='table' AND name=? LIMIT 1",
+            (name,),
+        ).fetchone()
+        return bool(row)
+    except Exception:
+        return False
+
+
+def collect_orders(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "order_monitors"):
+        return []
+    rows = conn.execute(
+        "SELECT * FROM order_monitors WHERE status='active' ORDER BY id DESC"
+    ).fetchall()
+    return [_format_order_item(_row_dict(r)) for r in rows]
+
+
+def collect_keys(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "key_monitors"):
+        return []
+    rows = conn.execute("SELECT * FROM key_monitors ORDER BY id DESC").fetchall()
+    return [_format_key_item(_row_dict(r)) for r in rows]
+
+
+def collect_trends(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "trend_pullback_plans"):
+        return []
+    try:
+        rows = conn.execute(
+            "SELECT * FROM trend_pullback_plans WHERE status='active' ORDER BY id DESC"
+        ).fetchall()
+    except Exception:
+        return []
+    return [_format_trend_item(_row_dict(r)) for r in rows]
+
+
+def collect_rolls(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "roll_groups") or not _table_exists(conn, "order_monitors"):
+        return []
+    try:
+        rows = conn.execute(
+            """SELECT g.* FROM roll_groups g
+               INNER JOIN order_monitors m ON m.id = g.order_monitor_id AND m.status='active'
+               WHERE g.status='active' ORDER BY g.id DESC"""
+        ).fetchall()
+    except Exception:
+        return []
+    return [_format_roll_item(_row_dict(r)) for r in rows]
+
+
+def collect_hedge_plans(conn) -> list[dict[str, Any]]:
+    if not _table_exists(conn, "hedge_plans"):
+        return []
+    try:
+        from lib.hedge_plan.hedge_plan_db import attach_legs_to_plans, list_plans
+
+        rows: list[dict[str, Any]] = []
+        for status in ("opening", "active", "partial"):
+            rows.extend(list_plans(conn, status=status, limit=80))
+        rows.sort(key=lambda row: int(row.get("id") or 0), reverse=True)
+        plans = attach_legs_to_plans(conn, rows)
+        return [_format_hedge_item(p) for p in plans]
+    except Exception:
+        return []
+
+
+def collect_options_items(
+    fetch_options_positions: Optional[Callable[[], list[dict[str, Any]]]] = None,
+) -> list[dict[str, Any]]:
+    if not callable(fetch_options_positions):
+        return []
+    try:
+        raw = fetch_options_positions() or []
+    except Exception:
+        return []
+    out: list[dict[str, Any]] = []
+    for p in raw:
+        if not isinstance(p, dict):
+            continue
+        out.append(_format_options_item(p))
+    return out
+
+
+def build_instance_dashboard_payload(
+    conn,
+    *,
+    fetch_options_positions: Optional[Callable[[], list[dict[str, Any]]]] = None,
+    hedge_enabled: bool = False,
+) -> dict[str, Any]:
+    orders = collect_orders(conn)
+    keys = collect_keys(conn)
+    trends = collect_trends(conn)
+    rolls = collect_rolls(conn)
+    strategy_items = trends + rolls
+    options_items = collect_options_items(fetch_options_positions)
+    hedge_items = collect_hedge_plans(conn) if hedge_enabled else []
+    now = datetime.now(timezone.utc).astimezone().strftime("%Y-%m-%d %H:%M:%S")
+    return {
+        "ok": True,
+        "updated_at": now,
+        "orders": {"title": "实盘下单", "count": len(orders), "items": orders, "tab": "trade"},
+        "keys": {"title": "关键位监控", "count": len(keys), "items": keys, "tab": "key_monitor"},
+        "strategy": {
+            "title": "策略交易",
+            "count": len(strategy_items),
+            "items": strategy_items,
+            "trends": trends,
+            "rolls": rolls,
+            "tab": "strategy",
+        },
+        "options": {
+            "title": "期权持仓",
+            "count": len(options_items),
+            "items": options_items,
+            "visible": len(options_items) > 0,
+            "tab": "options",
+        },
+        "hedge_plan": {
+            "title": "对冲计划",
+            "count": len(hedge_items),
+            "items": hedge_items,
+            "visible": len(hedge_items) > 0,
+            "tab": "hedge_plan",
+        },
+    }

lib/instance/instance_dashboard_register.py

@@ -0,0 +1,31 @@
+"""注册 GET /api/instance/dashboard(三所共用)."""
+from __future__ import annotations
+
+from typing import Any, Callable, Optional
+
+from flask import Flask, jsonify
+
+
+def register_instance_dashboard_routes(
+    app: Flask,
+    *,
+    login_required: Callable,
+    get_db: Callable,
+    fetch_options_positions: Optional[Callable[[], list[dict[str, Any]]]] = None,
+    hedge_enabled: bool = False,
+) -> None:
+    from lib.instance.instance_dashboard_lib import build_instance_dashboard_payload
+
+    @app.route("/api/instance/dashboard")
+    @login_required
+    def api_instance_dashboard():
+        conn = get_db()
+        try:
+            payload = build_instance_dashboard_payload(
+                conn,
+                fetch_options_positions=fetch_options_positions,
+                hedge_enabled=bool(hedge_enabled),
+            )
+            return jsonify(payload)
+        finally:
+            conn.close()

lib/instance/instance_display_prefs_lib.py

@@ -8,6 +8,7 @@ from lib.instance.runtime_settings_lib import runtime_get_prefix, runtime_set_ma
 DISPLAY_RUNTIME_PREFIX = "display."
 
 DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
+    "show_nav_dashboard": False,
     "show_nav_strategy": True,
     "show_nav_strategy_records": True,
     "show_nav_records": True,
@@ -25,6 +26,7 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
 }
 
 DISPLAY_LABELS: dict[str, str] = {
+    "show_nav_dashboard": "数据看板",
     "show_nav_strategy": "策略交易",
     "show_nav_strategy_records": "策略交易记录",
     "show_nav_records": "交易记录与复盘",
@@ -42,6 +44,7 @@ DISPLAY_LABELS: dict[str, str] = {
 }
 
 NAV_TAB_ALLOWED: dict[str, str] = {
+    "dashboard": "show_nav_dashboard",
     "strategy": "show_nav_strategy",
     "strategy_records": "show_nav_strategy_records",
     "records": "show_nav_records",
@@ -103,6 +106,7 @@ def tab_allowed(tab: str, display: Optional[dict[str, bool]] = None) -> bool:
 
 def display_meta_for_ui() -> list[dict[str, Any]]:
     nav_keys = [
+        "show_nav_dashboard",
         "show_nav_strategy",
         "show_nav_strategy_records",
         "show_nav_records",

lib/instance/instance_embed_lib.py

@@ -11,6 +11,7 @@ from flask import Flask, Response, jsonify, redirect, request, session
 from jinja2 import ChoiceLoader, FileSystemLoader
 
 EMBED_TABS: tuple[str, ...] = (
+    "dashboard",
     "key_monitor",
     "trade",
     "strategy",
@@ -28,6 +29,7 @@ EMBED_TABS: tuple[str, ...] = (
 PATH_TO_EMBED_TAB: dict[str, str] = {
     "/": "trade",
     "/trade": "trade",
+    "/dashboard": "dashboard",
     "/key_monitor": "key_monitor",
     "/strategy": "strategy",
     "/strategy/trend": "strategy",

lib/instance/templates/dashboard_panel.html

@@ -0,0 +1,15 @@
+{# 实例数据看板:只读活跃监控总览 #}
+<div class="card full inst-dash-card" id="instance-dashboard" data-inst-dashboard="1">
+    <div class="inst-dash-head">
+        <div>
+            <h2 style="margin-bottom:4px">数据看板</h2>
+            <p class="muted inst-dash-desc">本户活跃监控总览 · 只读 · 期权/对冲有数据才显示</p>
+        </div>
+        <div class="inst-dash-head-actions">
+            <span class="muted inst-dash-updated" id="inst-dash-updated">—</span>
+            <button type="button" class="btn-sm" id="inst-dash-refresh">刷新</button>
+        </div>
+    </div>
+    <p class="inst-dash-status muted" id="inst-dash-status"></p>
+    <div class="inst-dash-sections" id="inst-dash-sections"></div>
+</div>

lib/instance/templates/embed_page_fragment.html

@@ -81,7 +81,9 @@
 </div>
 {% endmacro %}
 <div class="grid">
-        {% if page == 'key_monitor' %}
+        {% if page == 'dashboard' %}
+        {% include 'dashboard_panel.html' %}
+        {% elif page == 'key_monitor' %}
         {% include 'key_monitor_panel.html' %}
         {% elif page == 'trade' %}
         <div class="dual-panel-grid" style="grid-column:1/-1">

lib/instance/templates/embed_shell.html

@@ -6,7 +6,7 @@
     <script src="/static/instance_theme.js?v=50"></script>
     <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=6">
+    <link rel="stylesheet" href="/static/instance_page.css?v=7">
     <link rel="stylesheet" href="/static/instance_theme.css?v=95">
     <script src="/static/account_risk_badge.js?v=4"></script>
     <meta name="theme-color" content="#0b0d14">
@@ -29,6 +29,7 @@
         <h1>加密货币｜交易监控 + AI复盘一体化</h1>
     </div>
     <nav class="top-nav embed-top-nav" aria-label="实例导航">
+        <a href="/dashboard" data-embed-tab="dashboard" class="{% if initial_tab == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
         <a href="/key_monitor" data-embed-tab="key_monitor" class="{% if initial_tab == 'key_monitor' %}active{% endif %}">关键位监控</a>
         <a href="/trade" data-embed-tab="trade" class="{% if initial_tab == 'trade' %}active{% endif %}">实盘下单</a>
         {% if not intraday_discipline and display.show_nav_strategy %}
@@ -109,11 +110,12 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script src="/static/instance_stats.js?v=4"></script>
 {% include 'embed_boot_scripts.html' %}
 <script src="/static/records_review_page.js?v=2"></script>
+<script src="/static/instance_dashboard.js?v=1"></script>
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </script>
-<script src="/static/instance_settings_prefs.js?v=13"></script>
-<script src="/static/instance_live.js?v=5"></script>
-<script src="/static/instance_embed.js?v=24"></script>
+<script src="/static/instance_settings_prefs.js?v=14"></script>
+<script src="/static/instance_live.js?v=6"></script>
+<script src="/static/instance_embed.js?v=25"></script>
 </body>
 </html>

lib/instance/templates/index.html

@@ -16,7 +16,7 @@
     <link rel="apple-touch-icon" href="/static/icons/apple-touch-icon.png">
     <link rel="manifest" href="/static/icons/manifest.webmanifest">
     <title>{{ pwa_app_name }}</title>
-    <link rel="stylesheet" href="/static/instance_page.css?v=3">
+    <link rel="stylesheet" href="/static/instance_page.css?v=7">
     <link rel="stylesheet" href="/static/instance_theme.css?v=95">
 
 </head>
@@ -116,6 +116,7 @@
         <h1>加密货币｜交易监控 + AI复盘一体化</h1>
     </div>
     <div class="top-nav">
+        <a href="/dashboard" data-embed-tab="dashboard" class="{% if page == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
         <a href="/key_monitor" class="{% if page == 'key_monitor' %}active{% endif %}">关键位监控</a>
         <a href="/trade" class="{% if page == 'trade' %}active{% endif %}">实盘下单</a>
         {% if not intraday_discipline and display.show_nav_strategy %}
@@ -155,7 +156,9 @@
     {% endif %}
 
     <div class="grid">
-        {% if page == 'key_monitor' %}
+        {% if page == 'dashboard' %}
+        {% include 'dashboard_panel.html' %}
+        {% elif page == 'key_monitor' %}
         {% include 'key_monitor_panel.html' %}
         {% elif page == 'trade' %}
         <div class="dual-panel-grid" style="grid-column:1/-1">
@@ -1989,9 +1992,15 @@ tickOrderHoldDurations();
 setInterval(refreshPriceSnapshotConditional, {{ price_refresh_seconds * 1000 }});
 </script>
 <script src="/static/records_review_page.js?v=2"></script>
+<script src="/static/instance_dashboard.js?v=1"></script>
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
+{% if page == 'dashboard' %}
+document.addEventListener("DOMContentLoaded", function () {
+  if (window.InstanceDashboard) InstanceDashboard.init(true);
+});
+{% endif %}
 </script>
-<script src="/static/instance_settings_prefs.js?v=13"></script>
+<script src="/static/instance_settings_prefs.js?v=14"></script>
 </body>
 </html>