Add mutual-exclusion gate between hedge plans and standalone options.

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

lib/hedge_plan/hedge_options_exclusive_lib.py

@@ -0,0 +1,86 @@
+"""对冲计划与单独期权开仓互斥门控.
+
+默认开启:有进行中对冲计划时禁止单独开期权;有纯期权持仓时禁止启动对冲计划.
+关闭 HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE 后两边可同时开.
+"""
+from __future__ import annotations
+
+import os
+from typing import Any, Callable, Optional
+
+
+def _env_bool(key: str, default: bool = False) -> bool:
+    v = (os.getenv(key) or "").strip().lower()
+    if not v:
+        return default
+    return v in ("1", "true", "yes", "on")
+
+
+def mutual_exclusive_enabled() -> bool:
+    return _env_bool("HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE", True)
+
+
+def block_standalone_option_open_msg(conn: Any) -> Optional[str]:
+    """若应拦截单独开期权,返回中文原因;否则 None."""
+    if not mutual_exclusive_enabled():
+        return None
+    try:
+        from lib.hedge_plan.hedge_plan_db import count_active_plans, init_hedge_plan_tables
+
+        init_hedge_plan_tables(conn)
+        if count_active_plans(conn) > 0:
+            return "存在进行中对冲计划,禁止单独开期权(可在 env「对冲与期权互斥门控」关闭)"
+    except Exception:
+        return None
+    return None
+
+
+def _pos_nonzero(raw: dict[str, Any]) -> bool:
+    try:
+        return abs(float(raw.get("pos") or 0)) > 1e-12
+    except (TypeError, ValueError):
+        return False
+
+
+def has_standalone_option_position(conn: Any, raw_positions: list[dict[str, Any]] | None) -> bool:
+    """交易所期权持仓中,是否存在未挂在进行中对冲计划腿上的仓位."""
+    if not raw_positions:
+        return False
+    from lib.instance.instance_dashboard_lib import _resolve_options_source
+
+    for p in raw_positions:
+        if not isinstance(p, dict) or not _pos_nonzero(p):
+            continue
+        inst = str(p.get("instId") or p.get("inst_id") or "").strip()
+        if not inst:
+            continue
+        source, _, _ = _resolve_options_source(conn, inst)
+        if source == "option":
+            return True
+    return False
+
+
+def block_hedge_plan_start_msg(
+    conn: Any,
+    *,
+    fetch_positions: Optional[Callable[[Any], Any]] = None,
+    exchange: Any = None,
+    raw_positions: list[dict[str, Any]] | None = None,
+) -> Optional[str]:
+    """若应拦截启动对冲计划,返回中文原因;否则 None."""
+    if not mutual_exclusive_enabled():
+        return None
+    rows = raw_positions
+    if rows is None:
+        if fetch_positions is None or exchange is None:
+            return None
+        try:
+            rows = fetch_positions(exchange) or []
+        except Exception:
+            return None
+    try:
+        if has_standalone_option_position(conn, rows):
+            return "存在单独期权持仓,禁止启动对冲计划(可在 env「对冲与期权互斥门控」关闭)"
+    except Exception:
+        return None
+    return None