Fix OKX header trade stats stuck at zero after settings shell load.

Always SSR records summary on embed shell (including settings/risk/env), and refresh total/win-rate/PL ratio via account_snapshot so soft-nav cannot leave the strip blank.

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

crypto_monitor_binance/app.py

@@ -7458,6 +7458,9 @@ def api_account_snapshot():
     active_pnl_rows = conn.execute(
         "SELECT exchange_symbol, symbol, direction FROM order_monitors WHERE status='active'"
     ).fetchall()
+    from lib.instance.instance_embed_context_lib import header_trade_stats_for_window, total_funds_usdt
+
+    header_trade_stats = header_trade_stats_for_window(conn, _list_window_from_request(), APP_TZ)
     conn.close()
     can_trade = can_trade_new_open(
         time_allows=trading_day_reset_allows_new_open(now),
@@ -7468,7 +7471,6 @@ def api_account_snapshot():
         extra_blocks=not risk_status.get("can_trade", True),
     )
     available_trading_usdt = get_available_trading_usdt()
-    from lib.instance.instance_embed_context_lib import total_funds_usdt
 
     unrealized_pnl = None
     if exchange_private_api_configured():
@@ -7498,6 +7500,9 @@ def api_account_snapshot():
         "daily_open_alert_threshold": DAILY_OPEN_ALERT_THRESHOLD,
         "manual_min_planned_rr": MANUAL_MIN_PLANNED_RR,
         "trading_day": trading_day,
+        "total": header_trade_stats["total"],
+        "rate": header_trade_stats["rate"],
+        "profit_loss_ratio": header_trade_stats.get("profit_loss_ratio"),
         "risk_status": risk_status,
         **force_close_template_context(
             FORCE_CLOSE_ENABLED,

crypto_monitor_gate/app.py

@@ -7274,6 +7274,9 @@ def api_account_snapshot():
     active_pnl_rows = conn.execute(
         "SELECT exchange_symbol, symbol, direction FROM order_monitors WHERE status='active'"
     ).fetchall()
+    from lib.instance.instance_embed_context_lib import header_trade_stats_for_window, total_funds_usdt
+
+    header_trade_stats = header_trade_stats_for_window(conn, _list_window_from_request(), APP_TZ)
     conn.close()
     can_trade = can_trade_new_open(
         time_allows=trading_day_reset_allows_new_open(now),
@@ -7284,7 +7287,6 @@ def api_account_snapshot():
         extra_blocks=not risk_status.get("can_trade", True),
     )
     available_trading_usdt = get_available_trading_usdt()
-    from lib.instance.instance_embed_context_lib import total_funds_usdt
 
     unrealized_pnl = None
     if exchange_private_api_configured():
@@ -7317,6 +7319,9 @@ def api_account_snapshot():
         "daily_open_alert_threshold": DAILY_OPEN_ALERT_THRESHOLD,
         "manual_min_planned_rr": MANUAL_MIN_PLANNED_RR,
         "trading_day": trading_day,
+        "total": header_trade_stats["total"],
+        "rate": header_trade_stats["rate"],
+        "profit_loss_ratio": header_trade_stats.get("profit_loss_ratio"),
         "risk_status": risk_status,
         **force_close_template_context(
             FORCE_CLOSE_ENABLED,

crypto_monitor_okx/app.py

@@ -6942,6 +6942,9 @@ def api_account_snapshot():
     active_pnl_rows = conn.execute(
         "SELECT exchange_symbol, symbol, direction FROM order_monitors WHERE status='active'"
     ).fetchall()
+    from lib.instance.instance_embed_context_lib import header_trade_stats_for_window, total_funds_usdt
+
+    header_trade_stats = header_trade_stats_for_window(conn, _list_window_from_request(), APP_TZ)
     conn.close()
     open_guard_blocks_now = open_guard_enabled and now.hour < TRADING_DAY_RESET_HOUR
     can_trade = can_trade_new_open(
@@ -6953,7 +6956,6 @@ def api_account_snapshot():
         extra_blocks=not risk_status.get("can_trade", True),
     )
     available_trading_usdt = get_available_trading_usdt()
-    from lib.instance.instance_embed_context_lib import total_funds_usdt
 
     unrealized_pnl = None
     if exchange_private_api_configured():
@@ -7021,6 +7023,9 @@ def api_account_snapshot():
         "reset_hour": TRADING_DAY_RESET_HOUR,
         "manual_min_planned_rr": MANUAL_MIN_PLANNED_RR,
         "trading_day": trading_day,
+        "total": header_trade_stats["total"],
+        "rate": header_trade_stats["rate"],
+        "profit_loss_ratio": header_trade_stats.get("profit_loss_ratio"),
         "risk_status": risk_status,
         **force_close_template_context(
             FORCE_CLOSE_ENABLED,

lib/instance/instance_embed_context_lib.py

@@ -38,11 +38,11 @@ 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_like = page in ("settings", "risk_policy", "env_config")
     return EmbedRenderPlan(
         exchange_capitals=is_shell,
         records_rows=page == "records",
-        records_summary=is_shell and page != "records" and not is_settings_like,
+        # 顶栏常驻:设置/风控/env 也要统计,否则首屏 SSR 为 0 后软切 tab 不会重绘顶栏
+        records_summary=is_shell and page != "records",
         key_history=page == "key_monitor",
         key_list=page in ("key_monitor", "trade") or is_strategy,
         orders=page == "trade" or is_strategy,
@@ -157,5 +157,21 @@ def trade_records_summary(conn, start_bj: str, end_bj: str, tr_ts: str) -> dict[
     }
 
 
+def header_trade_stats_for_window(conn, list_window: dict[str, Any], app_tz) -> dict[str, Any]:
+    """account_snapshot / 顶栏刷新:按当前列表窗返回总交易/胜率/盈亏比."""
+    from lib.common.history_window_lib import sql_list_time_field, utc_window_to_bj_sql_strings
+
+    start_bj, end_bj = utc_window_to_bj_sql_strings(
+        list_window["start_utc"], list_window["end_utc"], app_tz
+    )
+    tr_ts = sql_list_time_field("closed_at", "created_at", "opened_at")
+    summary = trade_records_summary(conn, start_bj, end_bj, tr_ts)
+    return {
+        "total": summary["total"],
+        "rate": summary["rate"],
+        "profit_loss_ratio": summary.get("profit_loss_ratio"),
+    }
+
+
 def minimal_stats_bundle(reset_hour: int) -> dict[str, Any]:
     return {"stats_reset_hour": reset_hour, "segments": []}

lib/instance/templates/embed_boot_scripts.html

@@ -1178,6 +1178,20 @@ function applyAccountSnapshot(data){
     if(typeof data.unrealized_pnl !== "undefined"){
         updateRealtimePnl(data.unrealized_pnl);
     }
+    if(typeof data.total !== "undefined" && data.total !== null){
+        setFundsFieldText("stat-total", String(data.total));
+    }
+    if(typeof data.rate !== "undefined" && data.rate !== null){
+        setFundsFieldText("stat-rate", `${Number(data.rate)}%`);
+    }
+    if(typeof data.profit_loss_ratio !== "undefined"){
+        setFundsFieldText(
+            "stat-pl-ratio",
+            data.profit_loss_ratio != null && data.profit_loss_ratio !== ""
+                ? String(data.profit_loss_ratio)
+                : "—"
+        );
+    }
     if(typeof data.available_trading_usdt !== "undefined" && data.available_trading_usdt !== null){
         latestAvailableUsdt = Number(data.available_trading_usdt);
     }

lib/instance/templates/index.html

@@ -1659,6 +1659,20 @@ function applyAccountSnapshot(data){
     if(typeof data.unrealized_pnl !== "undefined"){
         updateRealtimePnl(data.unrealized_pnl);
     }
+    if(typeof data.total !== "undefined" && data.total !== null){
+        setFundsFieldText("stat-total", String(data.total));
+    }
+    if(typeof data.rate !== "undefined" && data.rate !== null){
+        setFundsFieldText("stat-rate", `${Number(data.rate)}%`);
+    }
+    if(typeof data.profit_loss_ratio !== "undefined"){
+        setFundsFieldText(
+            "stat-pl-ratio",
+            data.profit_loss_ratio != null && data.profit_loss_ratio !== ""
+                ? String(data.profit_loss_ratio)
+                : "—"
+        );
+    }
     if(typeof data.available_trading_usdt !== "undefined" && data.available_trading_usdt !== null){
         latestAvailableUsdt = Number(data.available_trading_usdt);
     }

tests/test_instance_embed_context_lib.py

@@ -17,6 +17,14 @@ def test_embed_shell_trade_summary_only():
     assert plan.records_rows is False
 
 
+def test_embed_shell_settings_still_loads_header_summary():
+    plan = embed_render_plan("settings", "shell")
+    assert plan.records_summary is True
+    assert plan.records_rows is False
+    plan_risk = embed_render_plan("risk_policy", "shell")
+    assert plan_risk.records_summary is True
+
+
 def test_embed_records_page_loads_rows():
     plan = embed_render_plan("records", "fragment")
     assert plan.records_rows is True