feat(trend): 趋势回调保本移交下单监控并统一写交易记录

保本后结束趋势计划，持仓转入下单监控（备注趋势回调），交易所同时挂保本止损与计划止盈；中控或交易所平仓均经下单监控写入交易记录（trend_plan_id、开仓类型），四所共用 strategy_trend_register。

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

crypto_monitor_binance/app.py

@@ -50,7 +50,9 @@ from fib_key_monitor_lib import (
 from strategy_trade_labels import (
     STRATEGY_ENTRY_REASON_OPTIONS,
     entry_reason_for_monitor_type,
+    handoff_trade_miss_reason,
     trade_record_monitor_type as resolve_trade_record_monitor_type,
+    trend_plan_id_from_monitor_row,
 )
 from journal_chart_lib import (
     JOURNAL_CHART_DEFAULT_LIMIT,
@@ -3999,6 +4001,7 @@ def reconcile_external_closes(conn, days=None):
             conn,
             symbol=r["symbol"],
             monitor_type=trade_record_monitor_type(conn, r),
+            trend_plan_id=trend_plan_id_from_monitor_row(r),
             key_signal_type=order_row_key_signal_type(r),
             direction=r["direction"],
             trigger_price=r["trigger_price"],
@@ -4014,7 +4017,7 @@ def reconcile_external_closes(conn, days=None):
             planned_rr=calc_rr_ratio(r["direction"], r["trigger_price"], r["initial_stop_loss"] or r["stop_loss"], r["take_profit"]),
             actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
             result=result,
-            miss_reason=miss_reason,
+            miss_reason=handoff_trade_miss_reason(miss_reason, r),
             opened_at=opened_at,
             closed_at=closed_at,
         )
@@ -5380,6 +5383,7 @@ def check_order_monitors():
                         conn,
                         symbol=sym,
                         monitor_type=trade_record_monitor_type(conn, r),
+                        trend_plan_id=trend_plan_id_from_monitor_row(r),
                         key_signal_type=order_row_key_signal_type(r),
                         direction=direction,
                         trigger_price=trigger_price,
@@ -5395,7 +5399,10 @@ def check_order_monitors():
                         planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                         actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
                         result=res,
-                        miss_reason="触发价已触达，仓位已由交易所止盈/止损或其他方式平掉（本地补记）",
+                        miss_reason=handoff_trade_miss_reason(
+                            "触发价已触达，仓位已由交易所止盈/止损或其他方式平掉（本地补记）",
+                            r,
+                        ),
                         opened_at=opened_at,
                         closed_at=closed_at,
                     )
@@ -5439,6 +5446,7 @@ def check_order_monitors():
                     conn,
                     symbol=sym,
                     monitor_type=trade_record_monitor_type(conn, r),
+                    trend_plan_id=trend_plan_id_from_monitor_row(r),
                     key_signal_type=order_row_key_signal_type(r),
                     direction=direction,
                     trigger_price=trigger_price,
@@ -5454,7 +5462,7 @@ def check_order_monitors():
                     planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                     actual_rr=calc_actual_rr(record_pnl, r["risk_amount"]),
                     result=record_res,
-                    miss_reason=record_miss,
+                    miss_reason=handoff_trade_miss_reason(record_miss, r),
                     opened_at=opened_at,
                     closed_at=record_closed,
                 )
@@ -5518,6 +5526,7 @@ def check_order_monitors():
                 conn,
                 symbol=sym,
                 monitor_type=trade_record_monitor_type(conn, r),
+                trend_plan_id=trend_plan_id_from_monitor_row(r),
                 key_signal_type=order_row_key_signal_type(r),
                 direction=direction,
                 trigger_price=trigger_price,
@@ -5533,6 +5542,7 @@ def check_order_monitors():
                 planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                 actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
                 result=res,
+                miss_reason=handoff_trade_miss_reason(None, r),
                 opened_at=opened_at,
                 closed_at=closed_at,
             )
@@ -5585,6 +5595,7 @@ def force_close_before_reset():
             conn,
             symbol=r["symbol"],
             monitor_type=trade_record_monitor_type(conn, r),
+            trend_plan_id=trend_plan_id_from_monitor_row(r),
             key_signal_type=order_row_key_signal_type(r),
             direction=direction,
             trigger_price=trigger_price,
@@ -5600,7 +5611,10 @@ def force_close_before_reset():
             planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or r["stop_loss"], r["take_profit"]),
             actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
             result="强制清仓",
-            miss_reason=f"北京时间 {FORCE_CLOSE_BJ_HOUR}:00 整点风控清仓",
+            miss_reason=handoff_trade_miss_reason(
+                f"北京时间 {FORCE_CLOSE_BJ_HOUR}:00 整点风控清仓",
+                r,
+            ),
             opened_at=opened_at,
             closed_at=closed_at,
         )
@@ -7304,6 +7318,7 @@ def del_order(id):
                 conn,
                 symbol=row["symbol"],
                 monitor_type=trade_record_monitor_type(conn, row),
+                trend_plan_id=trend_plan_id_from_monitor_row(row),
                 key_signal_type=order_row_key_signal_type(row),
                 direction=row["direction"],
                 trigger_price=row["trigger_price"],
@@ -7319,7 +7334,7 @@ def del_order(id):
                 planned_rr=calc_rr_ratio(row["direction"], row["trigger_price"], row["initial_stop_loss"] or row["stop_loss"], row["take_profit"]),
                 actual_rr=calc_actual_rr(pnl_amount, row["risk_amount"]),
                 result="手动平仓",
-                miss_reason="用户手动删除订单触发平仓",
+                miss_reason=handoff_trade_miss_reason("用户手动删除订单触发平仓", row),
                 opened_at=opened_at,
                 closed_at=closed_at,
             )
@@ -7360,6 +7375,7 @@ def del_order(id):
                     conn,
             symbol=row["symbol"],
                     monitor_type=trade_record_monitor_type(conn, row),
+                    trend_plan_id=trend_plan_id_from_monitor_row(row),
                     key_signal_type=order_row_key_signal_type(row),
             direction=row["direction"],
                     trigger_price=row["trigger_price"],
@@ -7375,7 +7391,7 @@ def del_order(id):
                     planned_rr=calc_rr_ratio(row["direction"], row["trigger_price"], row["initial_stop_loss"] or row["stop_loss"], row["take_profit"]),
                     actual_rr=calc_actual_rr(pnl_amount, row["risk_amount"]),
                     result=result,
-                    miss_reason=miss_reason,
+                    miss_reason=handoff_trade_miss_reason(miss_reason, row),
                     opened_at=opened_at,
                     closed_at=closed_at,
                 )

crypto_monitor_gate/app.py

@@ -51,7 +51,9 @@ from fib_key_monitor_lib import (
 from strategy_trade_labels import (
     STRATEGY_ENTRY_REASON_OPTIONS,
     entry_reason_for_monitor_type,
+    handoff_trade_miss_reason,
     trade_record_monitor_type as resolve_trade_record_monitor_type,
+    trend_plan_id_from_monitor_row,
 )
 from journal_chart_lib import (
     JOURNAL_CHART_DEFAULT_LIMIT,
@@ -3957,6 +3959,7 @@ def reconcile_external_closes(conn, days=None):
             conn,
             symbol=r["symbol"],
             monitor_type=trade_record_monitor_type(conn, r),
+            trend_plan_id=trend_plan_id_from_monitor_row(r),
             key_signal_type=order_row_key_signal_type(r),
             direction=r["direction"],
             trigger_price=r["trigger_price"],
@@ -3972,7 +3975,7 @@ def reconcile_external_closes(conn, days=None):
             planned_rr=calc_rr_ratio(r["direction"], r["trigger_price"], r["initial_stop_loss"] or r["stop_loss"], r["take_profit"]),
             actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
             result=result,
-            miss_reason=miss_reason,
+            miss_reason=handoff_trade_miss_reason(miss_reason, r),
             opened_at=opened_at,
             closed_at=closed_at,
         )
@@ -5340,6 +5343,7 @@ def check_order_monitors():
                         conn,
                         symbol=sym,
                         monitor_type=trade_record_monitor_type(conn, r),
+                        trend_plan_id=trend_plan_id_from_monitor_row(r),
                         key_signal_type=order_row_key_signal_type(r),
                         direction=direction,
                         trigger_price=trigger_price,
@@ -5355,7 +5359,10 @@ def check_order_monitors():
                         planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                         actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
                         result=res,
-                        miss_reason="触发价已触达，仓位已由交易所止盈/止损或其他方式平掉（本地补记）",
+                        miss_reason=handoff_trade_miss_reason(
+                            "触发价已触达，仓位已由交易所止盈/止损或其他方式平掉（本地补记）",
+                            r,
+                        ),
                         opened_at=opened_at,
                         closed_at=closed_at,
                     )
@@ -5399,6 +5406,7 @@ def check_order_monitors():
                     conn,
                     symbol=sym,
                     monitor_type=trade_record_monitor_type(conn, r),
+                    trend_plan_id=trend_plan_id_from_monitor_row(r),
                     key_signal_type=order_row_key_signal_type(r),
                     direction=direction,
                     trigger_price=trigger_price,
@@ -5414,7 +5422,7 @@ def check_order_monitors():
                     planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                     actual_rr=calc_actual_rr(record_pnl, r["risk_amount"]),
                     result=record_res,
-                    miss_reason=record_miss,
+                    miss_reason=handoff_trade_miss_reason(record_miss, r),
                     opened_at=opened_at,
                     closed_at=record_closed,
                 )
@@ -5468,6 +5476,7 @@ def check_order_monitors():
                 conn,
                 symbol=sym,
                 monitor_type=trade_record_monitor_type(conn, r),
+                trend_plan_id=trend_plan_id_from_monitor_row(r),
                 key_signal_type=order_row_key_signal_type(r),
                 direction=direction,
                 trigger_price=trigger_price,
@@ -5483,6 +5492,7 @@ def check_order_monitors():
                 planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                 actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
                 result=res,
+                miss_reason=handoff_trade_miss_reason(None, r),
                 opened_at=opened_at,
                 closed_at=closed_at,
             )
@@ -5535,6 +5545,7 @@ def force_close_before_reset():
             conn,
             symbol=r["symbol"],
             monitor_type=trade_record_monitor_type(conn, r),
+            trend_plan_id=trend_plan_id_from_monitor_row(r),
             key_signal_type=order_row_key_signal_type(r),
             direction=direction,
             trigger_price=trigger_price,
@@ -5550,7 +5561,10 @@ def force_close_before_reset():
             planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or r["stop_loss"], r["take_profit"]),
             actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
             result="强制清仓",
-            miss_reason=f"北京时间 {FORCE_CLOSE_BJ_HOUR}:00 整点风控清仓",
+            miss_reason=handoff_trade_miss_reason(
+                f"北京时间 {FORCE_CLOSE_BJ_HOUR}:00 整点风控清仓",
+                r,
+            ),
             opened_at=opened_at,
             closed_at=closed_at,
         )
@@ -7458,6 +7472,7 @@ def del_order(id):
                 conn,
                 symbol=row["symbol"],
                 monitor_type=trade_record_monitor_type(conn, row),
+                trend_plan_id=trend_plan_id_from_monitor_row(row),
                 key_signal_type=order_row_key_signal_type(row),
                 direction=row["direction"],
                 trigger_price=row["trigger_price"],
@@ -7473,7 +7488,7 @@ def del_order(id):
                 planned_rr=calc_rr_ratio(row["direction"], row["trigger_price"], row["initial_stop_loss"] or row["stop_loss"], row["take_profit"]),
                 actual_rr=calc_actual_rr(pnl_amount, row["risk_amount"]),
                 result="手动平仓",
-                miss_reason="用户手动删除订单触发平仓",
+                miss_reason=handoff_trade_miss_reason("用户手动删除订单触发平仓", row),
                 opened_at=opened_at,
                 closed_at=closed_at,
             )
@@ -7515,6 +7530,7 @@ def del_order(id):
                     conn,
                     symbol=row["symbol"],
                     monitor_type=trade_record_monitor_type(conn, row),
+                    trend_plan_id=trend_plan_id_from_monitor_row(row),
                     key_signal_type=order_row_key_signal_type(row),
                     direction=row["direction"],
                     trigger_price=row["trigger_price"],
@@ -7530,7 +7546,7 @@ def del_order(id):
                     planned_rr=calc_rr_ratio(row["direction"], row["trigger_price"], row["initial_stop_loss"] or row["stop_loss"], row["take_profit"]),
                     actual_rr=calc_actual_rr(pnl_amount, row["risk_amount"]),
                     result=result,
-                    miss_reason=miss_reason,
+                    miss_reason=handoff_trade_miss_reason(miss_reason, row),
                     opened_at=opened_at,
                     closed_at=closed_at,
                 )

crypto_monitor_gate_bot/app.py

@@ -60,7 +60,9 @@ from journal_chart_lib import (
 from hub_auth import request_allowed as hub_request_allowed
 from strategy_trade_labels import (
     STRATEGY_ENTRY_REASON_OPTIONS,
+    handoff_trade_miss_reason,
     trade_record_monitor_type as resolve_trade_record_monitor_type,
+    trend_plan_id_from_monitor_row,
 )
 from history_window_lib import (
     PRESET_CUSTOM,
@@ -4151,6 +4153,7 @@ def reconcile_external_closes(conn, days=None):
             conn,
             symbol=r["symbol"],
             monitor_type=trade_record_monitor_type(conn, r),
+            trend_plan_id=trend_plan_id_from_monitor_row(r),
             direction=r["direction"],
             trigger_price=r["trigger_price"],
             stop_loss=r["stop_loss"],
@@ -4165,7 +4168,7 @@ def reconcile_external_closes(conn, days=None):
             planned_rr=calc_rr_ratio(r["direction"], r["trigger_price"], r["initial_stop_loss"] or r["stop_loss"], r["take_profit"]),
             actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
             result=result,
-            miss_reason=miss_reason,
+            miss_reason=handoff_trade_miss_reason(miss_reason, r),
             opened_at=opened_at,
             closed_at=closed_at,
         )
@@ -4545,66 +4548,6 @@ def _trend_refresh_stop_only(exchange_symbol, direction, stop_loss):
     _gate_place_stop_loss_only_position(exchange_symbol, direction, stop_loss)
 
 
-def apply_trend_pullback_manual_breakeven(conn, row, offset_pct=None):
-    """运行中趋势计划：将交易所止损移至均价+偏移（默认 0.3%），仅当新止损更优时生效。"""
-    if (row["status"] or "").strip() != "active":
-        return False, "计划已结束"
-    if not int(row["first_order_done"] or 0):
-        return False, "尚未完成首仓，无法保本"
-    avg_e = float(row["avg_entry_price"] or 0)
-    if avg_e <= 0:
-        return False, "缺少有效持仓均价"
-    direction = (row["direction"] or "long").lower()
-    ex_sym = row["exchange_symbol"] or normalize_exchange_symbol(row["symbol"])
-    pos = get_live_position_contracts(ex_sym, direction)
-    if pos is None or float(pos) <= 0:
-        return False, "交易所当前无该方向持仓"
-    new_sl_raw = calc_trend_manual_breakeven_stop(direction, avg_e, offset_pct)
-    if new_sl_raw is None:
-        return False, "保本价计算失败"
-    new_sl = round_price_to_exchange(ex_sym, new_sl_raw)
-    if new_sl is None:
-        return False, "保本价经交易所精度舍入后无效"
-    new_sl = float(new_sl)
-    cur_sl = float(row["stop_loss"] or 0)
-    if direction == "long":
-        if new_sl <= cur_sl:
-            return False, f"新止损 {new_sl} 未高于当前止损 {cur_sl}（多仓需上移）"
-    else:
-        if new_sl >= cur_sl:
-            return False, f"新止损 {new_sl} 未低于当前止损 {cur_sl}（空仓需下移）"
-    try:
-        _trend_refresh_stop_only(ex_sym, direction, new_sl)
-    except Exception as e:
-        return False, friendly_exchange_error(e)
-    now_s = app_now_str()
-    conn.execute(
-        "UPDATE trend_pullback_plans SET stop_loss=?, breakeven_applied=1, breakeven_applied_at=? WHERE id=?",
-        (new_sl, now_s, row["id"]),
-    )
-    pct_used = float(
-        offset_pct
-        if offset_pct is not None
-        else TREND_PULLBACK_MANUAL_BREAKEVEN_OFFSET_PCT
-    )
-    sym = row["symbol"]
-    send_wechat_msg(
-        "\n".join(
-            [
-                f"# ✅ {sym} 趋势回调手动保本",
-                f"**账户：{_wechat_account_label()}**",
-                f"- 计划 ID：**{row['id']}**",
-                f"- 方向：{_wechat_direction_text(direction)}",
-                f"- 持仓均价：{format_price_for_symbol(sym, avg_e)}",
-                f"- 偏移：{pct_used}%（相对均价）",
-                f"- 新止损：{format_price_for_symbol(sym, new_sl)}",
-                f"- 交易所：已更新仓位止损触发单",
-            ]
-        )
-    )
-    return True, None
-
-
 def _trend_weighted_avg(old_avg, old_amt, fill_px, add_amt):
     try:
         oa, aa = float(old_amt), float(add_amt)
@@ -5086,6 +5029,7 @@ def check_order_monitors():
                         conn,
                         symbol=sym,
                         monitor_type=trade_record_monitor_type(conn, r),
+                        trend_plan_id=trend_plan_id_from_monitor_row(r),
                         direction=direction,
                         trigger_price=trigger_price,
                         stop_loss=stop_loss,
@@ -5100,7 +5044,10 @@ def check_order_monitors():
                         planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                         actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
                         result=res,
-                        miss_reason="触发价已触达，仓位已由交易所止盈/止损或其他方式平掉（本地补记）",
+                        miss_reason=handoff_trade_miss_reason(
+                            "触发价已触达，仓位已由交易所止盈/止损或其他方式平掉（本地补记）",
+                            r,
+                        ),
                         opened_at=opened_at,
                         closed_at=closed_at,
                     )
@@ -5144,6 +5091,7 @@ def check_order_monitors():
                     conn,
                     symbol=sym,
                     monitor_type=trade_record_monitor_type(conn, r),
+                    trend_plan_id=trend_plan_id_from_monitor_row(r),
                     direction=direction,
                     trigger_price=trigger_price,
                     stop_loss=stop_loss,
@@ -5158,7 +5106,7 @@ def check_order_monitors():
                     planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                     actual_rr=calc_actual_rr(record_pnl, r["risk_amount"]),
                     result=record_res,
-                    miss_reason=record_miss,
+                    miss_reason=handoff_trade_miss_reason(record_miss, r),
                     opened_at=opened_at,
                     closed_at=record_closed,
                 )
@@ -5212,6 +5160,7 @@ def check_order_monitors():
                 conn,
                 symbol=sym,
                 monitor_type=trade_record_monitor_type(conn, r),
+                trend_plan_id=trend_plan_id_from_monitor_row(r),
                 direction=direction,
                 trigger_price=trigger_price,
                 stop_loss=stop_loss,
@@ -5226,6 +5175,7 @@ def check_order_monitors():
                 planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                 actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
                 result=res,
+                miss_reason=handoff_trade_miss_reason(None, r),
                 opened_at=opened_at,
                 closed_at=closed_at,
             )
@@ -5277,6 +5227,7 @@ def force_close_before_reset():
             conn,
             symbol=r["symbol"],
             monitor_type=trade_record_monitor_type(conn, r),
+            trend_plan_id=trend_plan_id_from_monitor_row(r),
             direction=direction,
             trigger_price=trigger_price,
             stop_loss=r["stop_loss"],
@@ -5291,7 +5242,10 @@ def force_close_before_reset():
             planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or r["stop_loss"], r["take_profit"]),
             actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
             result="强制清仓",
-            miss_reason=f"北京时间 {FORCE_CLOSE_BJ_HOUR}:00 整点风控清仓",
+            miss_reason=handoff_trade_miss_reason(
+                f"北京时间 {FORCE_CLOSE_BJ_HOUR}:00 整点风控清仓",
+                r,
+            ),
             opened_at=opened_at,
             closed_at=closed_at,
         )
@@ -6660,13 +6614,17 @@ def trend_pullback_breakeven(pid):
         conn.close()
         flash("未找到运行中的趋势回调计划")
         return redirect(url_for("strategy_trading_page"))
-    ok, err = apply_trend_pullback_manual_breakeven(conn, row, offset_pct=offset_pct)
+    from strategy_trend_register import apply_manual_breakeven, build_trend_config
+
+    cfg = build_trend_config(sys.modules[__name__])
+    ok, err = apply_manual_breakeven(cfg, conn, row, offset_pct=offset_pct)
     conn.commit()
     conn.close()
-    if ok:
+    flash(
-        flash("已手动保本：交易所止损已按均价+偏移更新")
+        "已保本：趋势计划已结束，持仓已移交下单监控并挂止盈止损；平仓后将写入交易记录"
-    else:
+        if ok
-        flash(err or "手动保本失败")
+        else (err or "保本移交失败")
+    )
     return redirect(url_for("strategy_trend_page"))
 
 
@@ -6988,6 +6946,7 @@ def del_order(id):
                 conn,
                 symbol=row["symbol"],
                 monitor_type=trade_record_monitor_type(conn, row),
+                trend_plan_id=trend_plan_id_from_monitor_row(row),
                 direction=row["direction"],
                 trigger_price=row["trigger_price"],
                 stop_loss=row["stop_loss"],
@@ -7002,7 +6961,7 @@ def del_order(id):
                 planned_rr=calc_rr_ratio(row["direction"], row["trigger_price"], row["initial_stop_loss"] or row["stop_loss"], row["take_profit"]),
                 actual_rr=calc_actual_rr(pnl_amount, row["risk_amount"]),
                 result="手动平仓",
-                miss_reason="用户手动删除订单触发平仓",
+                miss_reason=handoff_trade_miss_reason("用户手动删除订单触发平仓", row),
                 opened_at=opened_at,
                 closed_at=closed_at,
             )
@@ -7056,7 +7015,7 @@ def del_order(id):
                     planned_rr=calc_rr_ratio(row["direction"], row["trigger_price"], row["initial_stop_loss"] or row["stop_loss"], row["take_profit"]),
                     actual_rr=calc_actual_rr(pnl_amount, row["risk_amount"]),
                     result=result,
-                    miss_reason=miss_reason,
+                    miss_reason=handoff_trade_miss_reason(miss_reason, row),
                     opened_at=opened_at,
                     closed_at=closed_at,
                 )

crypto_monitor_gate_bot/趋势回调策略说明.md

@@ -49,7 +49,7 @@
 5. 再次校验：预览未过期；**当前可用余额**与预览快照相对偏差 ≤ `TREND_PREVIEW_MAX_BALANCE_DRIFT_PCT`（默认 **5%**），否则拒绝执行并要求重新预览。  
 6. **首仓**：**立即市价** 开立 **总计划张数 × 50%**（不附带交易所止盈单）。  
 7. **止损**：撤销旧条件单后，挂 **仅止损** 的仓位触发单；之后每次补仓成交会 **刷新** 止损挂单。  
-7b. **手动保本**（可选）：首仓完成且交易所有持仓后，可在运行中计划卡片点击「应用保本止损」——将止损移至 **持仓均价 ± 偏移%**（默认 **+0.3%** 多 / **−0.3%** 空）；仅当新止损 **优于** 当前止损时生效，并同步 Gate 仓位止损单。  
+7b. **保本移交下单监控**（可选）：首仓完成且交易所有持仓后，可点击「保本移交下单监控」——将止损移至 **持仓均价 ± 偏移%**（默认 **+0.3%** 多 / **−0.3%** 空），仅当新止损 **优于** 当前止损时生效；**本次趋势计划随即结束**，持仓写入 **下单监控**（备注 **趋势回调计划**），交易所在 **同一时刻挂保本止损 + 计划止盈**；后续无论中控平仓或交易所手动平仓，均经下单监控轮询 **`reconcile_external_closes` / `check_order_monitors`** 写入 **交易记录**（含 `trend_plan_id`、开仓类型「趋势回调」），供人工核对。  
 8. **补仓**：当价格 **穿越** 下一档触发价（做多为自上向下穿越，做空为自下向上穿越）时，按该档张数 **市价加仓**；直至 `N` 档执行完毕或计划结束。  
 9. **止盈监控**：后台线程若发现价格触及止盈，则 **市价全平**。  
 10. **止损触发**：若仓位被交易所止损打光，本地检测到 **持仓为 0** 后记账为 **止损** 并结束计划。  
@@ -88,7 +88,7 @@
 | 开仓 | 单次市价 + 条件止盈+止损 | 首仓 50% 市价 + 多档补仓 + **仅止损在交易所** |
 | 止盈 | 条件单 + 本地监控 | **仅本地监控市价止盈** |
 | 仓位基数 | 以损定仓（表单/会话基数） | **可用余额快照 × 风险比例** 推导 |
-| 移动保本 | 支持（按 R 自动上移） | **手动保本**（首仓后有持仓即可点；默认均价 +0.3%，可改偏移；同步 Gate 止损单；**无**自动 R 保本） |
+| 移动保本 | 支持（按 R 自动上移） | **保本移交**（结束计划→下单监控；交易所 TP+SL；**无**自动 R 保本） |
 
 ---
 

crypto_monitor_okx/app.py

@@ -50,7 +50,9 @@ from fib_key_monitor_lib import (
 from strategy_trade_labels import (
     STRATEGY_ENTRY_REASON_OPTIONS,
     entry_reason_for_monitor_type,
+    handoff_trade_miss_reason,
     trade_record_monitor_type as resolve_trade_record_monitor_type,
+    trend_plan_id_from_monitor_row,
 )
 from okx_orders_lib import cancel_okx_all_open_orders, fetch_okx_all_open_orders
 from journal_chart_lib import (
@@ -3392,6 +3394,7 @@ def reconcile_external_closes(conn, days=None):
             conn,
             symbol=r["symbol"],
             monitor_type=trade_record_monitor_type(conn, r),
+            trend_plan_id=trend_plan_id_from_monitor_row(r),
             key_signal_type=order_row_key_signal_type(r),
             direction=r["direction"],
             trigger_price=r["trigger_price"],
@@ -3407,7 +3410,7 @@ def reconcile_external_closes(conn, days=None):
             planned_rr=calc_rr_ratio(r["direction"], r["trigger_price"], r["initial_stop_loss"] or r["stop_loss"], r["take_profit"]),
             actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
             result=result,
-            miss_reason=miss_reason,
+            miss_reason=handoff_trade_miss_reason(miss_reason, r),
             opened_at=opened_at,
             closed_at=closed_at,
         )
@@ -5230,6 +5233,7 @@ def check_order_monitors():
                         conn,
                         symbol=sym,
                         monitor_type=trade_record_monitor_type(conn, r),
+                        trend_plan_id=trend_plan_id_from_monitor_row(r),
                         key_signal_type=order_row_key_signal_type(r),
                         direction=direction,
                         trigger_price=trigger_price,
@@ -5245,7 +5249,10 @@ def check_order_monitors():
                         planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                         actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
                         result=res,
-                        miss_reason="触发价已触达，仓位已由交易所止盈/止损或其他方式平掉（本地补记）",
+                        miss_reason=handoff_trade_miss_reason(
+                            "触发价已触达，仓位已由交易所止盈/止损或其他方式平掉（本地补记）",
+                            r,
+                        ),
                         opened_at=opened_at,
                         closed_at=closed_at,
                     )
@@ -5288,6 +5295,7 @@ def check_order_monitors():
                     conn,
                     symbol=sym,
                     monitor_type=trade_record_monitor_type(conn, r),
+                    trend_plan_id=trend_plan_id_from_monitor_row(r),
                     key_signal_type=order_row_key_signal_type(r),
                     direction=direction,
                     trigger_price=trigger_price,
@@ -5303,7 +5311,7 @@ def check_order_monitors():
                     planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                     actual_rr=calc_actual_rr(record_pnl, r["risk_amount"]),
                     result=record_res,
-                    miss_reason=record_miss,
+                    miss_reason=handoff_trade_miss_reason(record_miss, r),
                     opened_at=opened_at,
                     closed_at=record_closed,
                 )
@@ -5356,6 +5364,7 @@ def check_order_monitors():
                 conn,
                 symbol=sym,
                 monitor_type=trade_record_monitor_type(conn, r),
+                trend_plan_id=trend_plan_id_from_monitor_row(r),
                 key_signal_type=order_row_key_signal_type(r),
                 direction=direction,
                 trigger_price=trigger_price,
@@ -5371,6 +5380,7 @@ def check_order_monitors():
                 planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or stop_loss, take_profit),
                 actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
                 result=res,
+                miss_reason=handoff_trade_miss_reason(None, r),
                 opened_at=opened_at,
                 closed_at=closed_at,
             )
@@ -5421,6 +5431,7 @@ def force_close_before_reset():
             conn,
             symbol=r["symbol"],
             monitor_type=trade_record_monitor_type(conn, r),
+            trend_plan_id=trend_plan_id_from_monitor_row(r),
             key_signal_type=order_row_key_signal_type(r),
             direction=direction,
             trigger_price=trigger_price,
@@ -5436,7 +5447,10 @@ def force_close_before_reset():
             planned_rr=calc_rr_ratio(direction, trigger_price, r["initial_stop_loss"] or r["stop_loss"], r["take_profit"]),
             actual_rr=calc_actual_rr(pnl_amount, r["risk_amount"]),
             result="强制清仓",
-            miss_reason=f"北京时间 {FORCE_CLOSE_BJ_HOUR}:00 整点风控清仓",
+            miss_reason=handoff_trade_miss_reason(
+                f"北京时间 {FORCE_CLOSE_BJ_HOUR}:00 整点风控清仓",
+                r,
+            ),
             opened_at=opened_at,
             closed_at=closed_at,
         )
@@ -7081,6 +7095,7 @@ def del_order(id):
                 conn,
                 symbol=row["symbol"],
                 monitor_type=trade_record_monitor_type(conn, row),
+                trend_plan_id=trend_plan_id_from_monitor_row(row),
                 key_signal_type=order_row_key_signal_type(row),
                 direction=row["direction"],
                 trigger_price=row["trigger_price"],
@@ -7096,7 +7111,7 @@ def del_order(id):
                 planned_rr=calc_rr_ratio(row["direction"], row["trigger_price"], row["initial_stop_loss"] or row["stop_loss"], row["take_profit"]),
                 actual_rr=calc_actual_rr(pnl_amount, row["risk_amount"]),
                 result="手动平仓",
-                miss_reason="用户手动删除订单触发平仓",
+                miss_reason=handoff_trade_miss_reason("用户手动删除订单触发平仓", row),
                 opened_at=opened_at,
                 closed_at=closed_at,
             )
@@ -7135,6 +7150,7 @@ def del_order(id):
                     conn,
                     symbol=row["symbol"],
                     monitor_type=trade_record_monitor_type(conn, row),
+                    trend_plan_id=trend_plan_id_from_monitor_row(row),
                     key_signal_type=order_row_key_signal_type(row),
                     direction=row["direction"],
                     trigger_price=row["trigger_price"],
@@ -7150,7 +7166,7 @@ def del_order(id):
                     planned_rr=calc_rr_ratio(row["direction"], row["trigger_price"], row["initial_stop_loss"] or row["stop_loss"], row["take_profit"]),
                     actual_rr=calc_actual_rr(pnl_amount, row["risk_amount"]),
                     result=result,
-                    miss_reason=miss_reason,
+                    miss_reason=handoff_trade_miss_reason(miss_reason, row),
                     opened_at=opened_at,
                     closed_at=closed_at,
                 )

fib_key_monitor_lib.py

@@ -53,6 +53,7 @@ KEY_ENTRY_REASON_BY_SIGNAL = {
     "收敛突破": "关键位收敛突破",
     "斐波回调0.618": "关键位斐波0.618",
     "斐波回调0.786": "关键位斐波0.786",
+    "趋势回调": "趋势回调",
 }
 
 

strategy_db.py

@@ -147,6 +147,9 @@ def init_strategy_tables(conn) -> None:
         "ALTER TABLE trend_pullback_preview_snapshots ADD COLUMN outcome TEXT DEFAULT 'open'",
         "ALTER TABLE trend_pullback_preview_snapshots ADD COLUMN executed_plan_id INTEGER",
         "ALTER TABLE trade_records ADD COLUMN trend_plan_id INTEGER",
+        "ALTER TABLE order_monitors ADD COLUMN trend_plan_id INTEGER",
+        "ALTER TABLE order_monitors ADD COLUMN monitor_type TEXT",
+        "ALTER TABLE order_monitors ADD COLUMN key_signal_type TEXT",
     ):
         try:
             conn.execute(ddl)

strategy_templates/strategy_trend_panel.html

@@ -156,12 +156,12 @@
                 </div>
             </div>
             <div class="plan-card-meta" style="margin-top:8px">
-                <form action="{{ url_for('trend_pullback_breakeven', pid=t.id) }}" method="post" class="form-row" style="margin:0;align-items:center" onsubmit="return confirm('将交易所止损移至持仓均价+偏移？仅当新止损优于当前止损时生效。');">
+                <form action="{{ url_for('trend_pullback_breakeven', pid=t.id) }}" method="post" class="form-row" style="margin:0;align-items:center" onsubmit="return confirm('确认保本？将结束本趋势计划，持仓移交「下单监控」（备注趋势回调计划），并在交易所同时挂保本止损与计划止盈；后续平仓会写入交易记录。');">
                     <label style="font-size:.78rem;color:#cfd3ef;display:flex;align-items:center;gap:6px">
-                        手动保本 偏移%
+                        保本移交 偏移%
                         <input name="breakeven_offset_pct" type="number" min="0" step="0.01" value="{{ trend_manual_breakeven_offset_pct }}" style="width:72px;padding:4px 8px">
                     </label>
-                    <button type="submit" style="padding:6px 12px;background:#1f4a3a;color:#8fc8ff">应用保本止损</button>
+                    <button type="submit" style="padding:6px 12px;background:#1f4a3a;color:#8fc8ff">保本移交下单监控</button>
                     {% if t.breakeven_applied %}<span style="color:#6ab88a;font-size:.75rem">已保本 {{ (t.breakeven_applied_at or '')[:16] }}</span>{% endif %}
                 </form>
             </div>

strategy_trade_labels.py

@@ -1,6 +1,8 @@
 """策略交易写入 trade_records 时的类型与复盘开仓类型标注。"""
 from __future__ import annotations
 
+from typing import Optional
+
 MONITOR_TYPE_TREND_PULLBACK = "趋势回调"
 MONITOR_TYPE_ROLL = "顺势加仓"
 
@@ -12,6 +14,38 @@ STRATEGY_ENTRY_REASON_OPTIONS = (
     ENTRY_REASON_ROLL,
 )
 
+# 趋势回调保本移交下单监控：order_monitors.key_signal_type / 平仓备注
+TREND_HANDOFF_KEY_SIGNAL = ENTRY_REASON_TREND_PULLBACK
+TREND_HANDOFF_TRADE_NOTE = "趋势回调计划"
+
+
+def handoff_trade_miss_reason(miss_reason, row) -> Optional[str]:
+    """趋势保本移交的监控单平仓：交易记录备注带来源。"""
+    if trend_plan_id_from_monitor_row(row) is None:
+        return miss_reason
+    base = (miss_reason or "").strip()
+    if TREND_HANDOFF_TRADE_NOTE in base:
+        return base or TREND_HANDOFF_TRADE_NOTE
+    if base:
+        return f"{TREND_HANDOFF_TRADE_NOTE}；{base}"
+    return TREND_HANDOFF_TRADE_NOTE
+
+
+def trend_plan_id_from_monitor_row(row) -> Optional[int]:
+    if row is None:
+        return None
+    try:
+        keys = row.keys() if hasattr(row, "keys") else []
+    except Exception:
+        keys = []
+    if "trend_plan_id" not in keys or row["trend_plan_id"] in (None, ""):
+        return None
+    try:
+        tid = int(row["trend_plan_id"])
+        return tid if tid > 0 else None
+    except (TypeError, ValueError):
+        return None
+
 
 def order_had_roll_fills(conn, order_monitor_id) -> bool:
     try:

strategy_trend_exchange.py

@@ -74,6 +74,15 @@ def trend_market_close(cfg: dict, exchange_symbol: str, direction: str, pos_qty:
     return ex.create_order(exchange_symbol, "market", side, amt, None, {"reduceOnly": True})
 
 
+def trend_replace_tpsl(cfg: dict, order_row: dict, stop_loss: float, take_profit: float) -> None:
+    """趋势保本移交：先撤条件单再挂保本止损 + 计划止盈（与下单监控一致）。"""
+    m = _m(cfg)
+    fn = getattr(m, "replace_active_monitor_tpsl_on_exchange", None)
+    if not callable(fn):
+        raise RuntimeError("当前实例未配置止盈止损同步能力")
+    fn(order_row, float(stop_loss), float(take_profit))
+
+
 def cancel_symbol_orders(cfg: dict, exchange_symbol: str) -> None:
     m = _m(cfg)
     if hasattr(m, "cancel_all_open_orders_for_symbol"):

strategy_trend_register.py

@@ -18,6 +18,7 @@ from strategy_trend_exchange import (
     trend_market_add,
     trend_market_close,
     trend_refresh_stop_only,
+    trend_replace_tpsl,
 )
 from strategy_trend_lib import (
     build_grid_prices,
@@ -28,6 +29,8 @@ from strategy_trend_lib import (
 from strategy_trade_labels import (
     ENTRY_REASON_TREND_PULLBACK,
     MONITOR_TYPE_TREND_PULLBACK,
+    TREND_HANDOFF_KEY_SIGNAL,
+    TREND_HANDOFF_TRADE_NOTE,
 )
 
 MONITOR_TYPE_TREND = MONITOR_TYPE_TREND_PULLBACK
@@ -600,7 +603,117 @@ def check_trend_pullback_plans(cfg: dict) -> None:
     conn.close()
 
 
+TREND_PLAN_STATUS_HANDOFF = "stopped_handoff"
+
+
+def _order_monitor_manual_type(m) -> str:
+    return getattr(m, "ORDER_MONITOR_TYPE_MANUAL", None) or "下单监控"
+
+
+def _insert_trend_handoff_order_monitor(
+    cfg: dict,
+    conn,
+    plan_row,
+    *,
+    new_sl: float,
+    pos_amt: float,
+) -> int:
+    m = _m(cfg)
+    sym = plan_row["symbol"]
+    direction = (plan_row["direction"] or "long").lower()
+    ex_sym = plan_row["exchange_symbol"] or m.normalize_exchange_symbol(sym)
+    plan_id = int(plan_row["id"])
+    avg_e = float(plan_row["avg_entry_price"] or 0)
+    tp = float(plan_row["take_profit"] or 0)
+    lev = int(plan_row["leverage"] or 1)
+    margin_cap = float(plan_row["plan_margin_capital"] or 0)
+    init_sl = float(
+        plan_row["initial_stop_loss"]
+        if plan_row["initial_stop_loss"] not in (None, "")
+        else plan_row["stop_loss"]
+        or 0
+    )
+    risk_pct = float(plan_row["risk_percent"] or 5)
+    risk_amt = None
+    calc_risk = getattr(m, "calc_risk_amount_from_plan", None)
+    if callable(calc_risk):
+        try:
+            risk_amt = calc_risk(direction, avg_e, init_sl, margin_cap, lev)
+        except Exception:
+            risk_amt = None
+    be_rr = float(getattr(m, "BREAKEVEN_RR_TRIGGER", 1) or 1)
+    be_off = float(getattr(m, "BREAKEVEN_OFFSET_PCT", 0.3) or 0.3)
+    be_step = float(getattr(m, "BREAKEVEN_STEP_R", 1) or 1)
+    if direction == "short":
+        be_price = round(avg_e * (1 - be_off / 100.0), 8)
+    else:
+        be_price = round(avg_e * (1 + be_off / 100.0), 8)
+    rp = getattr(m, "round_price_to_exchange", None)
+    if callable(rp):
+        try:
+            be_price = float(rp(ex_sym, be_price) or be_price)
+        except Exception:
+            pass
+    opened_at = plan_row["opened_at"] or m.app_now_str()
+    to_ms = getattr(m, "_to_ms_with_fallback", None)
+    opened_ms = to_ms(plan_row["opened_at_ms"] if "opened_at_ms" in plan_row.keys() else None, opened_at) if callable(to_ms) else None
+    trading_day = plan_row["session_date"] or getattr(m, "get_trading_day", lambda: None)()
+    if not trading_day and callable(getattr(m, "get_trading_day", None)):
+        trading_day = m.get_trading_day()
+    notional = margin_cap * lev if margin_cap and lev else None
+    monitor_type = _order_monitor_manual_type(m)
+    conn.execute(
+        "INSERT INTO order_monitors "
+        "(symbol, exchange_symbol, direction, trigger_price, stop_loss, initial_stop_loss, take_profit, "
+        "margin_capital, leverage, trade_style, risk_percent, risk_amount, "
+        "breakeven_rr_trigger, breakeven_offset_pct, breakeven_step_r, breakeven_armed, breakeven_price, "
+        "breakeven_enabled, notional_value, position_ratio, base_amount, order_amount, exchange_order_id, "
+        "opened_at, opened_at_ms, session_date, monitor_type, key_signal_type, trend_plan_id) "
+        "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)",
+        (
+            sym,
+            ex_sym,
+            direction,
+            avg_e,
+            new_sl,
+            init_sl,
+            tp,
+            margin_cap,
+            lev,
+            "trend_pullback_handoff",
+            risk_pct,
+            risk_amt,
+            be_rr,
+            be_off,
+            be_step,
+            0,
+            be_price,
+            0,
+            notional,
+            None,
+            None,
+            float(pos_amt),
+            "",
+            opened_at,
+            opened_ms,
+            trading_day,
+            monitor_type,
+            TREND_HANDOFF_KEY_SIGNAL,
+            plan_id,
+        ),
+    )
+    new_id = int(conn.execute("SELECT last_insert_rowid()").fetchone()[0])
+    persist = getattr(m, "try_persist_exchange_margin_for_order", None)
+    if callable(persist):
+        try:
+            persist(conn, new_id, ex_sym, direction, order_leverage=lev)
+        except Exception:
+            pass
+    return new_id
+
+
 def apply_manual_breakeven(cfg: dict, conn, row, offset_pct=None) -> tuple[bool, Optional[str]]:
+    """保本：结束趋势计划，持仓移交下单监控（备注趋势回调），交易所同时挂保本止损与止盈。"""
     m = _m(cfg)
     if (row["status"] or "").strip() != "active":
         return False, "计划已结束"
@@ -610,10 +723,18 @@ def apply_manual_breakeven(cfg: dict, conn, row, offset_pct=None) -> tuple[bool,
     if avg_e <= 0:
         return False, "缺少有效持仓均价"
     direction = (row["direction"] or "long").lower()
-    ex_sym = row["exchange_symbol"] or m.normalize_exchange_symbol(row["symbol"])
+    sym = row["symbol"]
+    ex_sym = row["exchange_symbol"] or m.normalize_exchange_symbol(sym)
     pos = m.get_live_position_contracts(ex_sym, direction)
     if pos is None or float(pos) <= 0:
         return False, "交易所当前无该方向持仓"
+    pos_amt = float(pos)
+    dup = conn.execute(
+        "SELECT id FROM order_monitors WHERE status='active' AND symbol=? AND direction=? LIMIT 1",
+        (sym, direction),
+    ).fetchone()
+    if dup:
+        return False, "该币种已有运行中的下单监控，请先结束后再保本移交"
     be_fn = getattr(m, "calc_trend_manual_breakeven_stop", None)
     if not callable(be_fn):
         pct = float(offset_pct if offset_pct is not None else cfg["breakeven_offset_pct"])
@@ -629,6 +750,9 @@ def apply_manual_breakeven(cfg: dict, conn, row, offset_pct=None) -> tuple[bool,
     if new_sl is None:
         return False, "保本价经交易所精度舍入后无效"
     new_sl = float(new_sl)
+    tp = float(row["take_profit"] or 0)
+    if tp <= 0:
+        return False, "计划止盈价无效"
     cur_sl = float(row["stop_loss"] or 0)
     if direction == "long":
         if new_sl <= cur_sl:
@@ -636,15 +760,65 @@ def apply_manual_breakeven(cfg: dict, conn, row, offset_pct=None) -> tuple[bool,
     else:
         if new_sl >= cur_sl:
             return False, f"新止损 {new_sl} 未低于当前止损 {cur_sl}（空仓需下移）"
+    ok_live, live_reason = m.ensure_exchange_live_ready()
+    if not ok_live:
+        return False, live_reason or "实盘未就绪"
+    plan_id = int(row["id"])
+    handoff_row = {
+        "symbol": sym,
+        "exchange_symbol": ex_sym,
+        "direction": direction,
+        "order_amount": pos_amt,
+    }
     try:
-        trend_refresh_stop_only(cfg, ex_sym, direction, new_sl)
+        trend_replace_tpsl(cfg, handoff_row, new_sl, tp)
     except Exception as e:
         fe = getattr(m, "friendly_exchange_error", None)
         return False, fe(e) if callable(fe) else str(e)
-    conn.execute(
+    now_s = m.app_now_str()
-        "UPDATE trend_pullback_plans SET stop_loss=?, breakeven_applied=1, breakeven_applied_at=? WHERE id=?",
+    _TREND_FLAT_STREAK.pop(plan_id, None)
-        (new_sl, m.app_now_str(), row["id"]),
+    cur = conn.execute(
+        "UPDATE trend_pullback_plans SET status=?, message=?, stop_loss=?, "
+        "breakeven_applied=1, breakeven_applied_at=? WHERE id=? AND status='active'",
+        (
+            TREND_PLAN_STATUS_HANDOFF,
+            f"保本移交下单监控（{TREND_HANDOFF_TRADE_NOTE}）",
+            new_sl,
+            now_s,
+            plan_id,
+        ),
     )
+    if not getattr(cur, "rowcount", 0):
+        return False, "计划状态更新失败（可能已被其他操作结束）"
+    try:
+        mon_id = _insert_trend_handoff_order_monitor(
+            cfg, conn, row, new_sl=new_sl, pos_amt=pos_amt
+        )
+    except Exception as e:
+        conn.execute(
+            "UPDATE trend_pullback_plans SET status='active', message=? WHERE id=?",
+            (f"移交下单监控失败：{e}", plan_id),
+        )
+        return False, f"移交下单监控失败：{e}"
+    pct_used = float(
+        offset_pct if offset_pct is not None else cfg["breakeven_offset_pct"]
+    )
+    extra = getattr(m, "build_wechat_close_message", None)
+    send = getattr(m, "send_wechat_msg", None)
+    pf = getattr(m, "format_price_for_symbol", None)
+    fmt = (lambda s, p: pf(s, p)) if callable(pf) else (lambda _s, p: str(p))
+    if callable(send):
+        lines = [
+            f"# ✅ {sym} 趋势回调保本移交",
+            f"- 计划 ID：**{plan_id}** → 下单监控 **#{mon_id}**",
+            f"- 备注：**{TREND_HANDOFF_TRADE_NOTE}**",
+            f"- 保本止损：{fmt(sym, new_sl)} ｜ 止盈：{fmt(sym, tp)}",
+            f"- 交易所：已挂止盈止损；平仓后将写入交易记录（{ENTRY_REASON_TREND_PULLBACK}）",
+        ]
+        wl = getattr(m, "_wechat_account_label", None)
+        if callable(wl):
+            lines.insert(1, f"**账户：{wl()}**")
+        send("\n".join(lines))
     return True, None
 
 
@@ -933,7 +1107,11 @@ def register_trend_routes(app: Flask, cfg: dict) -> None:
         ok, err = apply_manual_breakeven(cfg, conn, row, offset_pct=offset_pct)
         conn.commit()
         conn.close()
-        flash("已手动保本" if ok else (err or "手动保本失败"))
+        flash(
+            "已保本：趋势计划已结束，持仓已移交下单监控并挂止盈止损；平仓后将写入交易记录"
+            if ok
+            else (err or "保本移交失败")
+        )
         return _redirect_trend()
 
     @app.route("/stop_trend_pullback/<int:pid>")