Add env toggles to show/hide perp and options hedge plan tabs.

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

crypto_monitor_okx/.env.example

@@ -125,6 +125,9 @@ OKX_OPTIONS_ALLOW_MARKET_CLOSE=false
 # 对冲计划(仅 OKX;前端 env「对冲计划」;详见 docs/对冲计划开发方案.md)
 # =============================================================================
 HEDGE_PLAN_ENABLED=false
+# 页面 Tab 显示(默认全部显示,可单独关闭;不影响已有进行中/历史计划)
+HEDGE_PLAN_SHOW_PERP_OPTIONS=true
+HEDGE_PLAN_SHOW_OPTIONS_OPTIONS=true
 HEDGE_PLAN_LIVE_ORDER=false
 HEDGE_PLAN_OPEN_ORDER=options_first
 HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS=true

crypto_monitor_okx/app.py

@@ -6785,6 +6785,10 @@ def render_main_page(page="trade", embed_mode=None):
         options_nav_visible=True,
         hedge_plan_enabled=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
         hedge_plan_nav_visible=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
+        hedge_plan_show_perp_options=os.getenv("HEDGE_PLAN_SHOW_PERP_OPTIONS", "true").lower()
+        in ("1", "true", "yes", "on"),
+        hedge_plan_show_options_options=os.getenv("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", "true").lower()
+        in ("1", "true", "yes", "on"),
         options_trade_budget=OKX_OPTIONS_TRADE_BUDGET_USDC,
         options_default_underly=OKX_OPTIONS_DEFAULT_UNDERLY,
         risk_status=risk_status,

docs/对冲计划开发方案.md

@@ -553,6 +553,8 @@ realized_pnl_total = pnl_option_close - abs(pnl_perp_sl)
 | 变量 | 前端标签 | 默认 | 控件 | 热更新 | 说明 |
 |------|----------|------|------|--------|------|
 | `HEDGE_PLAN_ENABLED` | 启用对冲计划 | false | bool | 热更优先 | 总开关:导航 + API |
+| `HEDGE_PLAN_SHOW_PERP_OPTIONS` | 显示永期对冲 | true | bool | 热更 | 关则隐藏永期 Tab,不可测算/开仓 |
+| `HEDGE_PLAN_SHOW_OPTIONS_OPTIONS` | 显示期期对冲 | true | bool | 热更 | 关则隐藏期期 Tab,不可测算/开仓 |
 | `HEDGE_PLAN_LIVE_ORDER` | 允许对冲真实下单 | false | bool | 热更 | 关则只测算/草稿 |
 | `HEDGE_PLAN_OPEN_ORDER` | 永期开仓顺序 | options_first | select:`options_first`/`perp_first` | 热更 | 默认先期权后永续 |
 | `HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS` | 永期止损后强制平期权 | true | bool | 热更 | **保护机制,默认 true** |
@@ -577,6 +579,8 @@ realized_pnl_total = pnl_option_close - abs(pnl_perp_sl)
 ```env
 # --- 对冲计划(仅 OKX;前端 env「对冲计划」) ---
 HEDGE_PLAN_ENABLED=false
+HEDGE_PLAN_SHOW_PERP_OPTIONS=true
+HEDGE_PLAN_SHOW_OPTIONS_OPTIONS=true
 HEDGE_PLAN_LIVE_ORDER=false
 HEDGE_PLAN_OPEN_ORDER=options_first
 HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS=true

lib/common/static/hedge_plan.js

@@ -5,9 +5,22 @@
   const root = document.getElementById("hedge-plan-root");
   if (!root) return;
 
+  function flagOn(attr) {
+    return root.getAttribute(attr) !== "0";
+  }
+
+  const showPerp = flagOn("data-show-perp");
+  const showOo = flagOn("data-show-oo");
+
+  function pickDefaultTab() {
+    if (showPerp) return "perp_options";
+    if (showOo) return "options_options";
+    return "active";
+  }
+
   const state = {
-    tab: "perp_options",
+    tab: pickDefaultTab(),
-    mode: "perp_options",
+    mode: showPerp ? "perp_options" : showOo ? "options_options" : "perp_options",
     underlying: root.getAttribute("data-default-underly") || "ETH",
     moneyFilter: "all",
     chain: null,
@@ -103,7 +116,10 @@
   }
 
   function syncTabUI() {
-    const tab = state.tab || "perp_options";
+    let tab = state.tab || pickDefaultTab();
+    if (tab === "perp_options" && !showPerp) tab = pickDefaultTab();
+    if (tab === "options_options" && !showOo) tab = pickDefaultTab();
+    state.tab = tab;
     document.querySelectorAll(".hp-tab").forEach(function (b) {
       const on = b.getAttribute("data-tab") === tab;
       b.classList.toggle("active", on);
@@ -120,6 +136,16 @@
     if (tab === "perp_options" || tab === "options_options") {
       state.mode = tab;
     }
+    const hint = $("hp-acct-hint");
+    if (hint) {
+      if (tab === "options_options") {
+        hint.textContent = "期期双腿→期权账户";
+      } else if (tab === "perp_options") {
+        hint.textContent = "永续腿→合约账户 · 期权腿→期权账户";
+      } else {
+        hint.textContent = "进行中/历史含永期与期期;显示开关只影响新建测算 Tab";
+      }
+    }
   }
 
   function setGateLine(gates) {
@@ -716,7 +742,10 @@
   function bind() {
     document.querySelectorAll(".hp-tab").forEach(function (b) {
       b.addEventListener("click", function () {
-        state.tab = b.getAttribute("data-tab") || "perp_options";
+        const next = b.getAttribute("data-tab") || pickDefaultTab();
+        if (next === "perp_options" && !showPerp) return;
+        if (next === "options_options" && !showOo) return;
+        state.tab = next;
         syncTabUI();
         if (state.tab === "perp_options" || state.tab === "options_options") {
           void loadGates();

lib/env/env_schema.py

@@ -83,6 +83,8 @@ HOT_RELOAD_EXACT = frozenset({
     "APP_AUTH_DISABLED",
     "WECHAT_WEBHOOK",
     "HEDGE_PLAN_ENABLED",
+    "HEDGE_PLAN_SHOW_PERP_OPTIONS",
+    "HEDGE_PLAN_SHOW_OPTIONS_OPTIONS",
     "HEDGE_PLAN_LIVE_ORDER",
     "HEDGE_PLAN_OPEN_ORDER",
     "HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS",

lib/env/env_ui_manifest.py

@@ -134,6 +134,8 @@ _HEDGE_PLAN_SECTION: dict[str, Any] = {
     "exchanges": frozenset({"okx"}),
     "fields": [
         ("HEDGE_PLAN_ENABLED", "启用对冲计划", "关闭则隐藏导航且不可开仓"),
+        ("HEDGE_PLAN_SHOW_PERP_OPTIONS", "显示永期对冲", "默认 true;关闭后隐藏永期 Tab,不可测算/开仓"),
+        ("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", "显示期期对冲", "默认 true;关闭后隐藏期期 Tab,不可测算/开仓"),
         ("HEDGE_PLAN_LIVE_ORDER", "允许对冲真实下单", "再与实盘 LIVE_TRADING_ENABLED 同开才可启动永期"),
         ("HEDGE_PLAN_OPEN_ORDER", "永期开仓顺序", "options_first 或 perp_first"),
         ("HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS", "永期止损后强制平期权", "保护机制,建议保持 true"),
@@ -153,6 +155,8 @@ _RUNTIME_ENV_DEFAULTS: dict[str, str] = {
     "RISK_COOLING_HOURS_MANUAL_JOURNAL": "1",
     "RISK_MANUAL_CLOSE_DAILY_LIMIT": "2",
     "RISK_MOOD_ISSUES_DAILY_FREEZE": "true",
+    "HEDGE_PLAN_SHOW_PERP_OPTIONS": "true",
+    "HEDGE_PLAN_SHOW_OPTIONS_OPTIONS": "true",
 }
 
 

lib/hedge_plan/hedge_plan_calc_lib.py

@@ -334,6 +334,8 @@ def gate_status(
     live_trading: bool = False,
     active_count: int = 0,
     max_active: int = 1,
+    show_perp_options: bool = True,
+    show_options_options: bool = True,
 ) -> dict[str, Any]:
     from lib.trade.position_sizing_lib import is_full_margin_mode
 
@@ -349,6 +351,14 @@ def gate_status(
         can_preview = False
         can_start = False
         reasons.append("期权模块未启用")
+    if pt == "perp_options" and not show_perp_options:
+        can_preview = False
+        can_start = False
+        reasons.append("永期对冲已隐藏(HEDGE_PLAN_SHOW_PERP_OPTIONS)")
+    if pt == "options_options" and not show_options_options:
+        can_preview = False
+        can_start = False
+        reasons.append("期期对冲已隐藏(HEDGE_PLAN_SHOW_OPTIONS_OPTIONS)")
     if not live_order:
         can_start = False
         reasons.append("未允许对冲真实下单(HEDGE_PLAN_LIVE_ORDER)")
@@ -379,6 +389,8 @@ def gate_status(
         "live_trading": live_trading,
         "active_count": active_count,
         "max_active": max_active,
+        "show_perp_options": bool(show_perp_options),
+        "show_options_options": bool(show_options_options),
         "can_preview": can_preview,
         "can_start": can_start,
         "reasons": reasons,

lib/hedge_plan/hedge_plan_register.py

@@ -106,6 +106,14 @@ def _hedge_enabled() -> bool:
     return _env_bool("HEDGE_PLAN_ENABLED", False)
 
 
+def _show_perp_options() -> bool:
+    return _env_bool("HEDGE_PLAN_SHOW_PERP_OPTIONS", True)
+
+
+def _show_options_options() -> bool:
+    return _env_bool("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", True)
+
+
 def _live_order() -> bool:
     return _env_bool("HEDGE_PLAN_LIVE_ORDER", False)
 
@@ -140,6 +148,8 @@ def _gates_dict(cfg: dict[str, Any], plan_type: str) -> dict[str, Any]:
         live_trading=bool(cfg.get("live_trading")) or _env_bool("LIVE_TRADING_ENABLED", False),
         active_count=active,
         max_active=_max_active(),
+        show_perp_options=_show_perp_options(),
+        show_options_options=_show_options_options(),
     )
 
 

lib/hedge_plan/templates/hedge_plan_panel.html

@@ -2,6 +2,8 @@
      data-default-underly="{{ options_default_underly | default('ETH') }}"
      data-hedge-enabled="{{ '1' if hedge_plan_enabled else '0' }}"
      data-options-enabled="{{ '1' if options_enabled else '0' }}"
+     data-show-perp="{{ '1' if hedge_plan_show_perp_options | default(true) else '0' }}"
+     data-show-oo="{{ '1' if hedge_plan_show_options_options | default(true) else '0' }}"
      data-sizing-mode="{{ position_sizing_mode | default('risk') }}"
      data-is-full-margin="{{ '1' if position_sizing_mode == 'full_margin' else '0' }}">
   {% if not hedge_plan_enabled %}
@@ -10,6 +12,9 @@
   {% if not options_enabled %}
   <div class="flash" style="margin-bottom:12px">期权模块未启用,无法拉期权链.请先配置期权账户.</div>
   {% endif %}
+  {% if hedge_plan_enabled and not (hedge_plan_show_perp_options | default(true)) and not (hedge_plan_show_options_options | default(true)) %}
+  <div class="flash" style="margin-bottom:12px">永期与期期 Tab 均已隐藏:可在 <code>env配置 → 对冲计划</code> 打开显示开关;进行中/历史仍可查看.</div>
+  {% endif %}
 
   <div class="card hp-head-card">
     <div class="hp-head-row">
@@ -19,8 +24,12 @@
       <button type="button" class="btn-secondary" id="hp-refresh" title="刷新永续行情与期权链">刷新行情</button>
     </div>
     <div class="hp-tabs" role="tablist" aria-label="对冲计划分类">
-      <button type="button" class="hp-tab active" role="tab" aria-selected="true" data-tab="perp_options">永期对冲</button>
+      {% if hedge_plan_show_perp_options | default(true) %}
+      <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="perp_options">永期对冲</button>
+      {% endif %}
+      {% if hedge_plan_show_options_options | default(true) %}
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="options_options">期期对冲</button>
+      {% endif %}
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="active">进行中的计划</button>
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="history">历史记录</button>
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="stats">统计分析</button>
@@ -255,4 +264,4 @@
     </div>
   </div>
 </div>
-<script src="/static/hedge_plan.js?v=13"></script>
+<script src="/static/hedge_plan.js?v=14"></script>

tests/test_hedge_plan_calc.py

@@ -69,6 +69,32 @@ class TestHedgePlanCalc(unittest.TestCase):
         self.assertFalse(g["can_start"])
         self.assertTrue(any("全仓" in r for r in g["reasons"]))
 
+    def test_gate_hidden_plan_type_blocks_preview(self):
+        g = gate_status(
+            hedge_enabled=True,
+            sizing_mode="full_margin",
+            plan_type="perp_options",
+            options_enabled=True,
+            live_order=True,
+            live_trading=True,
+            show_perp_options=False,
+        )
+        self.assertFalse(g["can_preview"])
+        self.assertFalse(g["can_start"])
+        self.assertTrue(any("隐藏" in r for r in g["reasons"]))
+        self.assertFalse(g["show_perp_options"])
+        self.assertTrue(g["show_options_options"])
+
+        g2 = gate_status(
+            hedge_enabled=True,
+            sizing_mode="risk",
+            plan_type="options_options",
+            options_enabled=True,
+            show_options_options=False,
+        )
+        self.assertFalse(g2["can_preview"])
+        self.assertTrue(any("期期" in r for r in g2["reasons"]))
+
     def test_oo_expiry_loss_flag(self):
         a = {"opt_type": "C", "strike": 3300, "sheets": 1, "ct_mult": 0.01, "premium_paid": 5}
         b = {"opt_type": "P", "strike": 3100, "sheets": 1, "ct_mult": 0.01, "premium_paid": 5}