feat: instance system settings page with risk docs, export and transfer

顶栏新增系统设置；风控说明读取 .env；数据导出与资金划转迁入三张卡片；顶栏移除导出条与手动划转。

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

crypto_monitor_binance/app.py

@@ -7239,6 +7239,7 @@ def render_main_page(page="trade", embed_mode=None):
         orphan_live_positions = list_orphan_live_positions(conn)
     conn.close()
     from lib.instance.instance_embed_lib import embed_context_extras
+    from lib.instance.instance_settings_lib import settings_page_context
 
     template_ctx = dict(
         page=page,
@@ -7315,6 +7316,14 @@ def render_main_page(page="trade", embed_mode=None):
         kline_timeframe=KLINE_TIMEFRAME,
         **strategy_extra,
         **embed_context_extras("binance"),
+        **settings_page_context(
+            page,
+            exchange_key="binance",
+            exchange_display=EXCHANGE_DISPLAY_NAME,
+            risk_status=risk_status,
+            trade_policy=TRADE_POLICY,
+            data_export_version=3,
+        ),
         **force_close_template_context(
             FORCE_CLOSE_ENABLED,
             FORCE_CLOSE_BJ_HOUR,
@@ -7358,6 +7367,12 @@ def stats_page():
     return render_main_page("stats")
 
 
+@app.route("/settings")
+@login_required
+def settings_page():
+    return render_main_page("settings")
+
+
 @app.route("/api/account_snapshot")
 @login_required
 def api_account_snapshot():
@@ -9615,7 +9630,7 @@ def manual_transfer():
         amount = float(request.form.get("amount", "0"))
     except Exception:
         flash("划转金额格式错误")
-        return redirect("/")
+        return redirect("/settings")
     from_account = (request.form.get("from_account") or AUTO_TRANSFER_FROM).strip()
     to_account = (request.form.get("to_account") or AUTO_TRANSFER_TO).strip()
     ok, msg, _ = execute_transfer_usdt(amount, from_account, to_account)
@@ -9630,7 +9645,7 @@ def manual_transfer():
         flash(f"手动划转成功：{amount}U {from_account}->{to_account}")
     else:
         flash(f"手动划转失败：{msg}")
-    return redirect("/")
+    return redirect("/settings")
 
 
 def _journal_ai_chart_builder(row):

crypto_monitor_gate/app.py

@@ -7033,6 +7033,7 @@ def render_main_page(page="trade", embed_mode=None):
         )
     conn.close()
     from lib.instance.instance_embed_lib import embed_context_extras
+    from lib.instance.instance_settings_lib import settings_page_context
 
     template_ctx = dict(
         page=page,
@@ -7118,6 +7119,14 @@ def render_main_page(page="trade", embed_mode=None):
             has_active_positions=bool(order_list),
         ),
         **embed_context_extras("gate"),
+        **settings_page_context(
+            page,
+            exchange_key="gate",
+            exchange_display=EXCHANGE_DISPLAY_NAME,
+            risk_status=risk_status,
+            trade_policy=TRADE_POLICY,
+            data_export_version=3,
+        ),
     )
     if embed_mode == "fragment":
         return render_template("embed_page_fragment.html", **template_ctx)
@@ -7173,6 +7182,12 @@ def stats_page():
     return render_main_page("stats")
 
 
+@app.route("/settings")
+@login_required
+def settings_page():
+    return render_main_page("settings")
+
+
 @app.route("/api/account_snapshot")
 @login_required
 def api_account_snapshot():
@@ -9487,7 +9502,7 @@ def manual_transfer():
         amount = float(request.form.get("amount", "0"))
     except Exception:
         flash("划转金额格式错误")
-        return redirect("/")
+        return redirect("/settings")
     from_account = (request.form.get("from_account") or AUTO_TRANSFER_FROM).strip()
     to_account = (request.form.get("to_account") or AUTO_TRANSFER_TO).strip()
     ok, msg, _ = execute_transfer_usdt(amount, from_account, to_account)
@@ -9502,7 +9517,7 @@ def manual_transfer():
         flash(f"手动划转成功：{amount}U {from_account}->{to_account}")
     else:
         flash(f"手动划转失败：{msg}")
-    return redirect(request.referrer or "/trade")
+    return redirect("/settings")
 
 
 def _journal_ai_chart_builder(row):

crypto_monitor_okx/app.py

@@ -6583,6 +6583,7 @@ def render_main_page(page="trade", embed_mode=None):
         )
     conn.close()
     from lib.instance.instance_embed_lib import embed_context_extras
+    from lib.instance.instance_settings_lib import settings_page_context
 
     template_ctx = dict(
         page=page,
@@ -6661,6 +6662,14 @@ def render_main_page(page="trade", embed_mode=None):
         exchange_pnl_sync=exchange_pnl_sync,
         **strategy_extra,
         **embed_context_extras("okx"),
+        **settings_page_context(
+            page,
+            exchange_key="okx",
+            exchange_display=EXCHANGE_DISPLAY_NAME,
+            risk_status=risk_status,
+            trade_policy=TRADE_POLICY,
+            data_export_version=3,
+        ),
         **force_close_template_context(
             FORCE_CLOSE_ENABLED,
             FORCE_CLOSE_BJ_HOUR,
@@ -6717,6 +6726,12 @@ def stats_page():
     return render_main_page("stats")
 
 
+@app.route("/settings")
+@login_required
+def settings_page():
+    return render_main_page("settings")
+
+
 @app.route("/api/account_snapshot")
 @login_required
 def api_account_snapshot():
@@ -8999,7 +9014,7 @@ def manual_transfer():
         amount = float(request.form.get("amount", "0"))
     except Exception:
         flash("划转金额格式错误")
-        return redirect("/")
+        return redirect("/settings")
     from_account = (request.form.get("from_account") or AUTO_TRANSFER_FROM).strip()
     to_account = (request.form.get("to_account") or AUTO_TRANSFER_TO).strip()
     ok, msg, _ = execute_transfer_usdt(amount, from_account, to_account)
@@ -9014,7 +9029,7 @@ def manual_transfer():
         flash(f"手动划转成功：{amount}U {from_account}->{to_account}")
     else:
         flash(f"手动划转失败：{msg}")
-    return redirect("/")
+    return redirect("/settings")
 
 
 def _journal_ai_chart_builder(row):

lib/common/static/instance_embed.js

@@ -9,6 +9,7 @@
     strategy_records: "/strategy/records",
     records: "/records",
     stats: "/stats",
+    settings: "/settings",
   };
 
   let navToken = 0;

lib/common/static/instance_theme.css

@@ -1917,3 +1917,136 @@ html[data-theme="light"] .journal-detail-img-thumb {
   background: #eef2f7;
 }
 
+/* ── 系统设置页 ── */
+.settings-page {
+  margin-top: 12px;
+}
+
+.settings-cards-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
+  gap: 16px;
+  align-items: start;
+}
+
+.settings-card h2 {
+  margin: 0 0 10px;
+  font-size: 1.05rem;
+}
+
+.settings-card-desc,
+.settings-env-hint,
+.settings-transfer-auto {
+  color: var(--muted, #8892b0);
+  font-size: 0.82rem;
+  line-height: 1.5;
+  margin: 0 0 12px;
+}
+
+.settings-live-status {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 8px;
+  font-size: 0.88rem;
+  margin: 0 0 10px;
+}
+
+.settings-status-reason,
+.settings-policy-note {
+  color: var(--muted, #8892b0);
+  font-size: 0.8rem;
+}
+
+.settings-section {
+  margin-top: 14px;
+  padding-top: 12px;
+  border-top: 1px solid var(--border-soft, #2a3150);
+}
+
+.settings-section h3 {
+  margin: 0 0 8px;
+  font-size: 0.92rem;
+  color: #cfd3ef;
+}
+
+.settings-kv {
+  margin: 0;
+}
+
+.settings-kv-row {
+  display: grid;
+  grid-template-columns: 9.5em 1fr;
+  gap: 8px 12px;
+  padding: 6px 0;
+  font-size: 0.82rem;
+  border-bottom: 1px dashed rgba(136, 146, 176, 0.15);
+}
+
+.settings-kv-row:last-child {
+  border-bottom: none;
+}
+
+.settings-kv-row dt {
+  margin: 0;
+  color: #9aa3c7;
+}
+
+.settings-kv-row dd {
+  margin: 0;
+}
+
+.settings-kv-value {
+  color: #e8ecff;
+  font-weight: 600;
+}
+
+.settings-kv-note {
+  display: block;
+  margin-top: 2px;
+  color: #8892b0;
+  font-size: 0.75rem;
+  font-weight: 400;
+}
+
+.settings-link-list {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+}
+
+.settings-export-link {
+  display: block;
+  padding: 10px 12px;
+  border-radius: 8px;
+  border: 1px solid var(--border-soft, #2a3150);
+  background: var(--inset-surface, #12151f);
+  color: #8fc8ff;
+  text-decoration: none;
+  font-size: 0.88rem;
+}
+
+.settings-export-link:hover {
+  border-color: #3d4f7a;
+  background: #1a2030;
+}
+
+.settings-transfer-form {
+  margin-top: 10px;
+}
+
+html[data-theme="light"] .settings-section {
+  border-top-color: #d0dae4;
+}
+
+html[data-theme="light"] .settings-section h3,
+html[data-theme="light"] .settings-kv-value {
+  color: #142232;
+}
+
+html[data-theme="light"] .settings-export-link {
+  background: #fff;
+  border-color: #b8c8d8;
+  color: #1d4f8c;
+}
+

lib/instance/instance_embed_context_lib.py

@@ -36,10 +36,11 @@ def embed_render_plan(page: str, embed_mode: str | None) -> EmbedRenderPlan:
         )
     is_shell = embed_mode == "shell"
     is_strategy = page in EMBED_STRATEGY_PAGES
+    is_settings = page == "settings"
     return EmbedRenderPlan(
         exchange_capitals=is_shell,
         records_rows=page == "records",
-        records_summary=is_shell and page != "records",
+        records_summary=is_shell and page != "records" and not is_settings,
         key_history=page == "key_monitor",
         key_list=page in ("key_monitor", "trade") or is_strategy,
         orders=page == "trade" or is_strategy,

lib/instance/instance_embed_lib.py

@@ -17,6 +17,7 @@ EMBED_TABS: tuple[str, ...] = (
     "strategy_records",
     "records",
     "stats",
+    "settings",
 )
 
 PATH_TO_EMBED_TAB: dict[str, str] = {
@@ -29,6 +30,7 @@ PATH_TO_EMBED_TAB: dict[str, str] = {
     "/strategy/records": "strategy_records",
     "/records": "records",
     "/stats": "stats",
+    "/settings": "settings",
 }
 
 ORDER_RULE_TIPS_BY_EXCHANGE: dict[str, str] = {

lib/instance/instance_settings_lib.py

@@ -0,0 +1,162 @@
+"""实例「系统设置」页：从 .env 汇总风控说明（三所共用）。"""
+from __future__ import annotations
+
+import os
+from typing import Any, Optional
+
+from lib.key_monitor.key_auto_order_lib import load_key_auto_order_enabled
+from lib.trade.account_risk_lib import (
+    cooling_hours_manual,
+    cooling_hours_manual_journal,
+    manual_close_daily_limit,
+    max_active_positions_from_env,
+    mood_issues_daily_freeze_enabled,
+    risk_control_enabled,
+)
+from lib.trade.position_sizing_lib import is_full_margin_mode, load_position_sizing_mode, mode_label_zh
+from lib.trade.trade_policy_lib import TradePolicy
+
+
+def _env_bool(key: str, default: bool = False) -> bool:
+    raw = (os.getenv(key) or "").strip().lower()
+    if not raw:
+        return default
+    return raw in ("1", "true", "yes", "on")
+
+
+def _env_float(key: str, default: float) -> float:
+    try:
+        return float(os.getenv(key, str(default)))
+    except (TypeError, ValueError):
+        return default
+
+
+def _env_int(key: str, default: int) -> int:
+    try:
+        return int(os.getenv(key, str(default)))
+    except (TypeError, ValueError):
+        return default
+
+
+def _row(label: str, value: str, note: str = "") -> dict[str, str]:
+    return {"label": label, "value": value, "note": note}
+
+
+def _on_off(enabled: bool) -> str:
+    return "开启" if enabled else "关闭"
+
+
+def build_instance_settings_view(
+    *,
+    exchange_key: str,
+    exchange_display: str,
+    risk_status: Optional[dict[str, Any]] = None,
+    trade_policy: Optional[TradePolicy] = None,
+    data_export_version: int = 3,
+) -> dict[str, Any]:
+    rs = risk_status or {}
+    sizing_mode = load_position_sizing_mode()
+    key_auto = load_key_auto_order_enabled()
+    reset_hour = _env_int("TRADING_DAY_RESET_HOUR", 8)
+    hard_limit = _env_int("DAILY_OPEN_HARD_LIMIT", 0)
+    alert_threshold = _env_int("DAILY_OPEN_ALERT_THRESHOLD", 5)
+    force_close_on = _env_bool("FORCE_CLOSE_ENABLED", False)
+    force_close_hour = _env_int("FORCE_CLOSE_BJ_HOUR", 0)
+    auto_transfer_on = _env_bool("AUTO_TRANSFER_ENABLED", False)
+
+    sections: list[dict[str, Any]] = []
+
+    sections.append(
+        {
+            "title": "交易执行",
+            "rows": [
+                _row("最大同时持仓", str(max_active_positions_from_env())),
+                _row("计仓模式", mode_label_zh(sizing_mode)),
+                _row("以损定仓风险%", f"{_env_float('RISK_PERCENT', 2):g}%"),
+                _row("人工最低盈亏比", f">= {_env_float('MANUAL_MIN_PLANNED_RR', 1.4):g}:1"),
+                _row(
+                    "交易日切点",
+                    f"北京时间 {reset_hour}:00",
+                    "新交易日统计与部分开仓限制以此为准",
+                ),
+                _row(
+                    "单日开仓提醒",
+                    f"第 {alert_threshold} 次",
+                    "达次数推送企业微信，不拦单",
+                ),
+                _row(
+                    "单日开仓硬上限",
+                    str(hard_limit) if hard_limit > 0 else "未启用",
+                    "达上限后禁止一切新开仓直至下一交易日" if hard_limit > 0 else "",
+                ),
+            ],
+        }
+    )
+
+    sections.append(
+        {
+            "title": "账户冷静期",
+            "rows": [
+                _row("风控总开关", _on_off(risk_control_enabled())),
+                _row("手动平仓冷静", f"{cooling_hours_manual():g} 小时"),
+                _row("复盘后冷静", f"{cooling_hours_manual_journal():g} 小时", "手动平仓且填写说明后可缩短"),
+                _row("日手动平仓上限", f"{manual_close_daily_limit()} 次", "超限当日冻结"),
+                _row(
+                    "复盘情绪日冻结",
+                    _on_off(mood_issues_daily_freeze_enabled()),
+                    "复盘勾选心态标签可触发当日冻结",
+                ),
+            ],
+        }
+    )
+
+    key_rows = [
+        _row("关键位自动单", _on_off(key_auto)),
+        _row("关键位最低盈亏比", f"> {_env_float('KEY_AUTO_MIN_PLANNED_RR', 1.5):g}:1"),
+    ]
+    if is_full_margin_mode(sizing_mode):
+        key_rows.append(
+            _row(
+                "全仓模式",
+                "仅触价类自动单",
+                "箱体/斐波等自动开仓在全仓下禁用",
+            )
+        )
+    sections.append({"title": "关键位与自动单", "rows": key_rows})
+
+    if force_close_on or (exchange_key or "").strip().lower() == "gate":
+        sections.append(
+            {
+                "title": "整点强制清仓",
+                "rows": [
+                    _row("强制清仓", _on_off(force_close_on)),
+                    _row("执行时刻", f"北京时间 {force_close_hour}:00 起 15 分钟内"),
+                ],
+            }
+        )
+
+    policy_note = ""
+    if trade_policy and getattr(trade_policy, "badge_text", ""):
+        policy_note = str(trade_policy.badge_text)
+
+    return {
+        "exchange_display": exchange_display,
+        "risk_status_label": str(rs.get("status_label") or "正常"),
+        "risk_status_reason": str(rs.get("reason") or "").strip(),
+        "can_trade": bool(rs.get("can_trade", True)),
+        "trade_policy_note": policy_note,
+        "sections": sections,
+        "data_export_version": int(data_export_version),
+        "show_transfer": (exchange_key or "").strip().lower() in ("gate", "binance", "okx"),
+        "auto_transfer_enabled": auto_transfer_on,
+        "auto_transfer_bj_hour": _env_int("AUTO_TRANSFER_BJ_HOUR", 8),
+        "auto_transfer_amount": _env_float("AUTO_TRANSFER_AMOUNT", 30),
+        "auto_transfer_from": (os.getenv("AUTO_TRANSFER_FROM") or "funding").strip(),
+        "auto_transfer_to": (os.getenv("AUTO_TRANSFER_TO") or "swap").strip(),
+    }
+
+
+def settings_page_context(page: str, **kwargs: Any) -> dict[str, Any]:
+    if (page or "").strip() != "settings":
+        return {}
+    return {"instance_settings": build_instance_settings_view(**kwargs)}

lib/instance/templates/embed_page_fragment.html

@@ -390,6 +390,9 @@
         </div>
         {% endif %}
 </div>
+    {% if page == 'settings' %}
+    {% include 'settings_panel.html' %}
+    {% endif %}
     {% if page == 'stats' %}
     <div class="card stats-card full" id="stats-card">
         <div style="display:flex;align-items:center;justify-content:space-between;gap:10px;flex-wrap:wrap">

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=3">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=53">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=54">
     <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>
@@ -56,6 +56,7 @@
         {% endif %}
         <a href="/records" data-embed-tab="records" class="{% if initial_tab == 'records' %}active{% endif %}">交易记录与复盘</a>
         <a href="/stats" data-embed-tab="stats" class="{% if initial_tab == 'stats' %}active{% endif %}">统计分析</a>
+        <a href="/settings" data-embed-tab="settings" class="{% if initial_tab == 'settings' %}active{% endif %}">系统设置</a>
     </nav>
     <div id="embed-flash" class="flash" style="display:none" role="status"></div>
 
@@ -76,13 +77,6 @@
         <button type="button" style="padding:6px 12px" onclick="applyListWindow()">应用</button>
         <span style="color:#8892b0;font-size:.75rem">统计页仍按北京时间 {{ stats_bundle.stats_reset_hour|default(reset_hour) }}:00 切日</span>
     </div>
-    <div class="export-bar instance-desktop-only">
-        <span style="color:#9aa">数据导出（v{{ data_export_version }} CSV，UTF-8；交易记录含开仓类型列，复盘单独导出）：</span>
-        <a href="/export/trade_records">交易记录</a>
-        <a href="/export/journal_entries">复盘记录</a>
-        <a href="/export/key_monitors">关键位(当前)</a>
-        <a href="/export/key_monitor_history">关键位历史</a>
-    </div>
     <div class="stat-box instance-desktop-only">
         <div class="stat-item"><div class="label">交易所</div><div class="value">{{ exchange_display }}</div></div>
         <div class="stat-item"><div class="label">总交易</div><div class="value" id="stat-total">{{ total }}</div></div>
@@ -91,7 +85,7 @@
         <div class="stat-item"><div class="label">交易日</div><div class="value">{{ trading_day }}</div></div>
         <div class="stat-item"><div class="label">当日资金(交易账户)</div><div class="value" id="current-capital">{{ funds_fmt(current_capital) }}U</div></div>
     </div>
-    {% if include_transfer_block %}
+    {% if initial_tab != 'settings' and include_transfer_block %}
     {% include 'instance_top_bar.html' %}
     {% endif %}
 
@@ -135,6 +129,6 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script src="/static/strategy_roll.js?v=6"></script>
 <script src="/static/key_monitor_form.js?v=2"></script>
 {% include 'embed_boot_scripts.html' %}
-<script src="/static/instance_embed.js?v=6"></script>
+<script src="/static/instance_embed.js?v=7"></script>
 </body>
 </html>

lib/instance/templates/index.html

@@ -17,7 +17,7 @@
     <link rel="manifest" href="/static/icons/manifest.webmanifest">
     <title>{{ exchange_display }} · 加密货币 | 交易监控复盘系统</title>
     <link rel="stylesheet" href="/static/instance_page.css?v=1">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=53">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=54">
 
 </head>
 <body
@@ -81,9 +81,11 @@
         {% endif %}
         <a href="/records" class="{% if page == 'records' %}active{% endif %}">交易记录与复盘</a>
         <a href="/stats" class="{% if page == 'stats' %}active{% endif %}">统计分析</a>
+        <a href="/settings" class="{% if page == 'settings' %}active{% endif %}">系统设置</a>
     </div>
     {% with msg=get_flashed_messages() %}{% if msg %}<div class="flash">{{ msg[0] }}</div>{% endif %}{% endwith %}
 
+    {% if page != 'settings' %}
     <div class="list-window-bar">
         <span style="color:#cfd3ef">列表筛选（<strong>UTC</strong>，默认当日）：{{ list_window.label }}</span>
         <label>预设
@@ -101,13 +103,6 @@
         <button type="button" style="padding:6px 12px" onclick="applyListWindow()">应用</button>
         <span style="color:#8892b0;font-size:.75rem">统计页仍按北京时间 {{ stats_bundle.stats_reset_hour|default(reset_hour) }}:00 切日</span>
     </div>
-    <div class="export-bar instance-desktop-only">
-        <span style="color:#9aa">数据导出（v{{ data_export_version }} CSV，UTF-8；交易记录含开仓类型列，复盘单独导出）：</span>
-        <a href="/export/trade_records">交易记录</a>
-        <a href="/export/journal_entries">复盘记录</a>
-        <a href="/export/key_monitors">关键位(当前)</a>
-        <a href="/export/key_monitor_history">关键位历史</a>
-    </div>
     <div class="stat-box instance-desktop-only">
         <div class="stat-item"><div class="label">交易所</div><div class="value">{{ exchange_display }}</div></div>
         <div class="stat-item"><div class="label">总交易</div><div class="value">{{ total }}</div></div>
@@ -116,7 +111,10 @@
         <div class="stat-item"><div class="label">交易日</div><div class="value">{{ trading_day }}</div></div>
         <div class="stat-item"><div class="label">当日资金(交易账户)</div><div class="value" id="current-capital">{{ funds_fmt(current_capital) }}U</div></div>
     </div>
+    {% endif %}
+    {% if page != 'settings' %}
     {% include 'instance_top_bar.html' %}
+    {% endif %}
 
     <div class="grid">
         {% if page == 'key_monitor' %}
@@ -506,6 +504,10 @@
         {% endif %}
     </div>
 
+    {% if page == 'settings' %}
+    {% include 'settings_panel.html' %}
+    {% endif %}
+
     {% if page == 'stats' %}
     <div class="card stats-card full" id="stats-card">
         <div style="display:flex;align-items:center;justify-content:space-between;gap:10px;flex-wrap:wrap">

lib/instance/templates/instance_top_bar.html

@@ -1,5 +1,7 @@
-{# 三所统一顶栏：划转 + 手动划转 + 可选整点前开仓开关 #}
+{# 三所统一顶栏：实时价 + 可选整点前开仓开关（划转已移至系统设置） #}
-{% include 'gate_transfer_block.html' %}
+<div class="rule-tip instance-price-bar">
+    实时价格更新：<span id="price-last-updated">--</span>（北京时间 UTC+8）
+</div>
 {% if ui_open_guard_enabled %}
 <div class="rule-tip" id="open-guard-bar" style="display:flex;align-items:center;gap:10px;flex-wrap:wrap">
     <label style="display:flex;align-items:center;gap:6px;cursor:pointer;color:#cfd3ef">

lib/instance/templates/instance_transfer_panel.html

@@ -0,0 +1,25 @@
+{# 系统设置 · 资金划转（三所共用） #}
+<div class="settings-transfer-panel">
+    <p class="rule-tip settings-transfer-auto">
+        自动划转 <strong>{{ '开启' if auto_transfer_enabled else '关闭' }}</strong>：
+        每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong> 起该整点小时内尝试；
+        账簿按 <strong>UTC 自然日</strong> 去重；
+        将 <code>{{ auto_transfer_to }}</code> 调整至 <strong>{{ transfer_amount_fmt|default(funds_fmt(auto_transfer_amount)) }}U</strong>：
+        不足从 <code>{{ auto_transfer_from }}</code> 划入、超出划回 <code>{{ auto_transfer_from }}</code>；
+        <strong>持仓中不划转</strong>并微信通知。
+    </p>
+    <form action="/manual_transfer" method="post" class="form-row gate-transfer-form settings-transfer-form">
+        <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额 U" required>
+        <select name="from_account" aria-label="划出账户">
+            <option value="funding" {% if auto_transfer_from == 'funding' %}selected{% endif %}>from: funding</option>
+            <option value="swap" {% if auto_transfer_from == 'swap' %}selected{% endif %}>from: swap</option>
+            <option value="spot" {% if auto_transfer_from == 'spot' %}selected{% endif %}>from: spot</option>
+        </select>
+        <select name="to_account" aria-label="划入账户">
+            <option value="swap" {% if auto_transfer_to == 'swap' %}selected{% endif %}>to: swap</option>
+            <option value="funding" {% if auto_transfer_to == 'funding' %}selected{% endif %}>to: funding</option>
+            <option value="spot" {% if auto_transfer_to == 'spot' %}selected{% endif %}>to: spot</option>
+        </select>
+        <button type="submit">执行手动划转</button>
+    </form>
+</div>

lib/instance/templates/settings_panel.html

@@ -0,0 +1,61 @@
+{# 系统设置：风控说明 · 数据导出 · 资金划转 #}
+<div class="settings-page">
+    <div class="settings-cards-grid">
+        <div class="card settings-card">
+            <h2>风控说明</h2>
+            <p class="settings-live-status">
+                当前账户状态：
+                <span class="risk-status-badge risk-status-{{ risk_status.status|default('normal') }}">
+                    {{ instance_settings.risk_status_label }}
+                </span>
+                {% if instance_settings.risk_status_reason %}
+                <span class="settings-status-reason">{{ instance_settings.risk_status_reason }}</span>
+                {% endif %}
+            </p>
+            {% if instance_settings.trade_policy_note %}
+            <p class="settings-policy-note">账户限制：{{ instance_settings.trade_policy_note }}</p>
+            {% endif %}
+            <p class="settings-env-hint">以下参数读取自本实例 <code>.env</code>，修改后需重启进程生效。</p>
+            {% for section in instance_settings.sections %}
+            <div class="settings-section">
+                <h3>{{ section.title }}</h3>
+                <dl class="settings-kv">
+                    {% for row in section.rows %}
+                    <div class="settings-kv-row">
+                        <dt>{{ row.label }}</dt>
+                        <dd>
+                            <span class="settings-kv-value">{{ row.value }}</span>
+                            {% if row.note %}
+                            <span class="settings-kv-note">{{ row.note }}</span>
+                            {% endif %}
+                        </dd>
+                    </div>
+                    {% endfor %}
+                </dl>
+            </div>
+            {% endfor %}
+        </div>
+
+        <div class="card settings-card">
+            <h2>数据导出</h2>
+            <p class="settings-card-desc">
+                CSV · UTF-8 · v{{ instance_settings.data_export_version }}。
+                交易记录含开仓类型列；复盘单独导出。
+            </p>
+            <div class="settings-link-list">
+                <a class="settings-export-link" href="/export/trade_records">交易记录</a>
+                <a class="settings-export-link" href="/export/journal_entries">复盘记录</a>
+                <a class="settings-export-link" href="/export/key_monitors">关键位（当前）</a>
+                <a class="settings-export-link" href="/export/key_monitor_history">关键位历史</a>
+            </div>
+        </div>
+
+        {% if instance_settings.show_transfer %}
+        <div class="card settings-card">
+            <h2>资金划转</h2>
+            <p class="settings-card-desc">手动在资金账户与交易账户之间划转 USDT；自动划转规则见下方说明。</p>
+            {% include 'instance_transfer_panel.html' %}
+        </div>
+        {% endif %}
+    </div>
+</div>

tests/test_instance_embed_lib.py

@@ -28,6 +28,8 @@ def test_embed_tabs_cover_main_nav():
     assert "trade" in EMBED_TABS
     assert "key_monitor" in EMBED_TABS
     assert "records" in EMBED_TABS
+    assert "settings" in EMBED_TABS
+    assert path_to_embed_tab("/settings") == "settings"
 
 
 def test_embed_context_extras_unified_ui_flags():

tests/test_instance_settings_lib.py

@@ -0,0 +1,43 @@
+"""instance_settings_lib 单元测试。"""
+from __future__ import annotations
+
+import os
+import unittest
+
+from lib.instance.instance_settings_lib import build_instance_settings_view
+
+
+class InstanceSettingsLibTest(unittest.TestCase):
+    def test_build_settings_view_sections(self):
+        view = build_instance_settings_view(
+            exchange_key="gate",
+            exchange_display="Gate.io",
+            risk_status={"status_label": "正常", "can_trade": True},
+            data_export_version=3,
+        )
+        titles = [s["title"] for s in view["sections"]]
+        self.assertIn("交易执行", titles)
+        self.assertIn("账户冷静期", titles)
+        self.assertEqual(view["data_export_version"], 3)
+        self.assertTrue(view["show_transfer"])
+
+    def test_force_close_section_when_enabled(self):
+        old = os.environ.get("FORCE_CLOSE_ENABLED")
+        try:
+            os.environ["FORCE_CLOSE_ENABLED"] = "true"
+            view = build_instance_settings_view(
+                exchange_key="gate",
+                exchange_display="Gate.io",
+                risk_status={},
+            )
+            titles = [s["title"] for s in view["sections"]]
+            self.assertIn("整点强制清仓", titles)
+        finally:
+            if old is None:
+                os.environ.pop("FORCE_CLOSE_ENABLED", None)
+            else:
+                os.environ["FORCE_CLOSE_ENABLED"] = old
+
+
+if __name__ == "__main__":
+    unittest.main()