Improve OKX options sizing, expiry sync, and multi-position accordion UI.

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

lib/common/static/instance_theme.css

@@ -3254,6 +3254,102 @@ html[data-theme="light"] .options-estimate-row {
   font-size: 0.76rem;
   margin-bottom: 8px;
 }
+.opt-pos-cards--accordion {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+}
+.opt-pos-accordion-item {
+  display: flex;
+  flex-direction: column;
+}
+.opt-pos-bar {
+  width: 100%;
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 8px;
+  padding: 8px 10px;
+  background: #141923;
+  border: 1px solid #2a3348;
+  border-radius: 8px;
+  cursor: pointer;
+  text-align: left;
+  color: inherit;
+  font: inherit;
+  transition: border-color 0.15s, background 0.15s;
+}
+.opt-pos-bar:hover {
+  border-color: #3d4d6e;
+  background: #171d2a;
+}
+.opt-pos-accordion-item.is-expanded .opt-pos-bar {
+  border-radius: 8px 8px 0 0;
+  border-bottom-color: transparent;
+  background: #171d2a;
+}
+.opt-pos-bar-main {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  min-width: 0;
+  flex: 1;
+}
+.opt-pos-bar-side {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  flex-shrink: 0;
+  font-variant-numeric: tabular-nums;
+}
+.opt-pos-bar-title {
+  font-size: 0.72rem;
+  font-weight: 600;
+  color: #fff;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  max-width: 11rem;
+}
+.opt-pos-bar-meta {
+  font-size: 0.66rem;
+  color: #8b95b0;
+  white-space: nowrap;
+}
+.opt-pos-bar-cd {
+  font-size: 0.66rem;
+  color: #8b95b0;
+  white-space: nowrap;
+}
+.opt-pos-bar-pnl,
+.opt-pos-bar-roi {
+  font-size: 0.72rem;
+  font-weight: 600;
+  white-space: nowrap;
+}
+.opt-pos-bar-chevron {
+  display: inline-block;
+  font-size: 0.58rem;
+  color: #8b95b0;
+  transition: transform 0.15s ease;
+  flex-shrink: 0;
+}
+.opt-pos-accordion-item.is-expanded .opt-pos-bar-chevron {
+  transform: rotate(90deg);
+}
+.opt-pos-accordion-body {
+  border: 1px solid #2a3348;
+  border-top: none;
+  border-radius: 0 0 8px 8px;
+  overflow: hidden;
+  background: #141923;
+}
+.opt-pos-card--nested {
+  margin-bottom: 0 !important;
+  border: none !important;
+  border-radius: 0 !important;
+  background: transparent !important;
+}
 .options-page-wrap .opt-pos-card .pos-card-symbol strong {
   font-size: 0.78rem;
 }
@@ -3441,6 +3537,29 @@ html[data-theme="light"] .options-settings-subtitle {
   color: #142232 !important;
 }
 
+html[data-theme="light"] .opt-pos-bar {
+  background: #f6f9fc;
+  border-color: #c8d4e0;
+  color: #142232;
+}
+html[data-theme="light"] .opt-pos-bar:hover,
+html[data-theme="light"] .opt-pos-accordion-item.is-expanded .opt-pos-bar {
+  background: #eef3f8;
+  border-color: #9eb0c4;
+}
+html[data-theme="light"] .opt-pos-bar-title {
+  color: #142232;
+}
+html[data-theme="light"] .opt-pos-bar-meta,
+html[data-theme="light"] .opt-pos-bar-cd,
+html[data-theme="light"] .opt-pos-bar-chevron {
+  color: #5a6d82;
+}
+html[data-theme="light"] .opt-pos-accordion-body {
+  background: #f6f9fc;
+  border-color: #c8d4e0;
+}
+
 html[data-theme="light"] .options-page-wrap .options-hint,
 html[data-theme="light"] .options-page-wrap #opt-index-line,
 html[data-theme="light"] .options-order-grid .k,

lib/common/static/options_panel.js

@@ -14,6 +14,7 @@
     chain: panelCache.chain || null,
     selectedInst: null,
     orderQuote: null,
+    expandedPosInst: null,
   };
 
   function fmt(v, d) {
@@ -427,14 +428,13 @@
     }
   }
 
-  function renderPositionCard(p) {
+  function renderPositionCardInner(p) {
     const upl = p.upl;
     const uplCls = upl > 0 ? "pos-pnl-profit" : upl < 0 ? "pos-pnl-loss" : "";
     const sideCls = (p.opt_type || "").toUpperCase() === "P" ? "pos-side-short" : "pos-side-long";
     const expMs = p.exp_time_ms != null ? p.exp_time_ms : p.exp_time;
     const expAttr = expMs != null && expMs !== "" ? String(expMs) : "";
     return (
-      '<div class="pos-card opt-pos-card" data-inst="' + (p.inst_id || "") + '">' +
       '<div class="pos-card-head">' +
       '<div class="pos-card-symbol"><strong>' + (p.inst_id || "") + '</strong>' +
       '<span class="pos-side-badge ' + sideCls + '">' + optTypeLabel(p.opt_type) + "</span></div>" +
@@ -458,10 +458,77 @@
       '<div class="pos-cell"><span class="pos-label">浮盈亏</span><span class="pos-value ' + uplCls + '">' + fmt(p.upl, 2) + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">收益率</span><span class="pos-value ' + uplCls + '">' +
       (p.upl_ratio_pct != null ? p.upl_ratio_pct + "%" : "—") + "</span></div>" +
-      "</div></div>"
+      "</div>"
     );
   }
 
+  function renderPositionCard(p) {
+    return (
+      '<div class="pos-card opt-pos-card" data-inst="' + (p.inst_id || "") + '">' +
+      renderPositionCardInner(p) +
+      "</div>"
+    );
+  }
+
+  function renderPositionAccordionItem(p, expanded) {
+    const upl = p.upl;
+    const uplCls = upl > 0 ? "pos-pnl-profit" : upl < 0 ? "pos-pnl-loss" : "";
+    const sideCls = (p.opt_type || "").toUpperCase() === "P" ? "pos-side-short" : "pos-side-long";
+    const expMs = p.exp_time_ms != null ? p.exp_time_ms : p.exp_time;
+    const expAttr = expMs != null && expMs !== "" ? String(expMs) : "";
+    const inst = p.inst_id || "";
+    return (
+      '<div class="opt-pos-accordion-item' + (expanded ? " is-expanded" : "") + '" data-inst="' + inst + '">' +
+      '<button type="button" class="opt-pos-bar" aria-expanded="' + (expanded ? "true" : "false") + '">' +
+      '<span class="opt-pos-bar-main">' +
+      '<span class="opt-pos-bar-chevron" aria-hidden="true">▶</span>' +
+      '<strong class="opt-pos-bar-title">' + inst + "</strong>" +
+      '<span class="pos-side-badge ' + sideCls + '">' + optTypeLabel(p.opt_type) + "</span>" +
+      '<span class="opt-pos-bar-meta">行权 ' + fmt(p.strike, 0) + " · " + fmt(p.pos, 0) + "张</span>" +
+      "</span>" +
+      '<span class="opt-pos-bar-side">' +
+      (expAttr
+        ? '<span class="opt-pos-bar-cd">到期 <span class="opt-expiry-cd" data-opt-exp-ms="' + expAttr + '">—</span></span>'
+        : "") +
+      '<span class="opt-pos-bar-pnl ' + uplCls + '">' + fmt(p.upl, 2) + " USDC</span>" +
+      '<span class="opt-pos-bar-roi ' + uplCls + '">' +
+      (p.upl_ratio_pct != null ? p.upl_ratio_pct + "%" : "—") + "</span>" +
+      "</span>" +
+      "</button>" +
+      '<div class="opt-pos-accordion-body"' + (expanded ? "" : ' hidden') + ">" +
+      '<div class="pos-card opt-pos-card opt-pos-card--nested" data-inst="' + inst + '">' +
+      renderPositionCardInner(p) +
+      "</div></div></div>"
+    );
+  }
+
+  function bindPositionActions(container) {
+    if (!container) return;
+    container.querySelectorAll(".opt-close-btn").forEach(function (btn) {
+      btn.addEventListener("click", function (e) {
+        e.stopPropagation();
+        closePosition(btn.getAttribute("data-inst"), btn);
+      });
+    });
+    container.querySelectorAll(".opt-pos-bar").forEach(function (bar) {
+      bar.addEventListener("click", function () {
+        const item = bar.closest(".opt-pos-accordion-item");
+        if (!item) return;
+        const inst = item.getAttribute("data-inst");
+        state.expandedPosInst = state.expandedPosInst === inst ? null : inst;
+        const wrap = document.getElementById("opt-pos-cards");
+        wrap.querySelectorAll(".opt-pos-accordion-item").forEach(function (el) {
+          const open = el.getAttribute("data-inst") === state.expandedPosInst;
+          el.classList.toggle("is-expanded", open);
+          const body = el.querySelector(".opt-pos-accordion-body");
+          const btn = el.querySelector(".opt-pos-bar");
+          if (body) body.hidden = !open;
+          if (btn) btn.setAttribute("aria-expanded", open ? "true" : "false");
+        });
+      });
+    });
+  }
+
   async function closePosition(inst, btn) {
     const q = await apiJson("/api/options/quote?inst_id=" + encodeURIComponent(inst) + "&mode=sheets&sheets=1");
     if (!q.ok) {
@@ -504,16 +571,27 @@
       return;
     }
     empty.style.display = "none";
-    list.forEach(function (p) {
+    const multi = list.length >= 2;
-      const div = document.createElement("div");
+    wrap.classList.toggle("opt-pos-cards--accordion", multi);
-      div.innerHTML = renderPositionCard(p);
+    if (multi) {
-      wrap.appendChild(div.firstChild);
+      const ids = list.map(function (p) { return p.inst_id; });
-    });
+      if (!state.expandedPosInst || ids.indexOf(state.expandedPosInst) < 0) {
-    wrap.querySelectorAll(".opt-close-btn").forEach(function (btn) {
+        state.expandedPosInst = list[0].inst_id || null;
-      btn.addEventListener("click", function () {
+      }
-        closePosition(btn.getAttribute("data-inst"), btn);
+      list.forEach(function (p) {
+        const div = document.createElement("div");
+        div.innerHTML = renderPositionAccordionItem(p, p.inst_id === state.expandedPosInst);
+        wrap.appendChild(div.firstChild);
       });
-    });
+    } else {
+      state.expandedPosInst = null;
+      list.forEach(function (p) {
+        const div = document.createElement("div");
+        div.innerHTML = renderPositionCard(p);
+        wrap.appendChild(div.firstChild);
+      });
+    }
+    bindPositionActions(wrap);
     if (window.OptionsExpiryCountdown && OptionsExpiryCountdown.ensureTimer) {
       OptionsExpiryCountdown.ensureTimer();
     }
@@ -560,6 +638,15 @@
     refreshAllPositions();
   }
 
+  function optHistoryStatus(h) {
+    if (h.status !== "closed") return "持仓中";
+    if ((h.signal_note || "").indexOf("到期结算") >= 0) return "到期";
+    if (h.premium_received === 0 && h.realized_pnl != null && h.realized_pnl < 0 && !h.close_ord_id) {
+      return "到期";
+    }
+    return "已平";
+  }
+
   async function refreshHistory() {
     const d = await apiJson("/api/options/history");
     const tbody = document.getElementById("opt-history-tbody");
@@ -579,7 +666,7 @@
         "<td><code>" + (h.inst_id || "") + "</code></td>" +
         "<td>" + fmt(h.sheets, 0) + "</td>" +
         "<td>" + fmt(prem, 4) + "</td>" +
-        "<td>" + (h.status === "closed" ? "已平" : "持仓中") + "</td>" +
+        "<td>" + optHistoryStatus(h) + "</td>" +
         '<td class="' + pnlCls + '">' + pnlTxt + "</td>" +
         "<td>" + (h.closed_at || h.created_at || "—") + "</td>" +
         '<td><button type="button" class="btn-secondary btn-sm opt-history-del" data-id="' + h.id + '" data-status="' + (h.status || "") + '">删除</button></td>';

lib/exchange/okx_options_lib.py

@@ -644,6 +644,60 @@ def fetch_option_positions(ex: ccxt.okx) -> list[dict[str, Any]]:
         return []
 
 
+def fetch_option_position_history(
+    ex: ccxt.okx,
+    inst_id: str,
+    *,
+    limit: int = 20,
+) -> list[dict[str, Any]]:
+    """OKX 期权历史仓位(含到期结算/平仓)."""
+    inst_id = (inst_id or "").strip()
+    if not inst_id:
+        return []
+    try:
+        resp = ex.private_get_account_positions_history(
+            {
+                "instType": "OPTION",
+                "instId": inst_id,
+                "limit": str(max(1, min(int(limit), 100))),
+            }
+        )
+        rows = (resp or {}).get("data") or []
+        return [r for r in rows if isinstance(r, dict)]
+    except Exception:
+        return []
+
+
+def resolve_option_close_from_history(
+    hist_rows: list[dict[str, Any]],
+    *,
+    open_ms: int | None = None,
+) -> dict[str, Any] | None:
+    """从 positions-history 中选取最近一条有效平仓/结算记录."""
+    best: dict[str, Any] | None = None
+    best_utime = -1
+    for row in hist_rows:
+        u_ms = _safe_float(row.get("uTime"))
+        if u_ms is None or u_ms <= 0:
+            continue
+        if open_ms is not None and u_ms < int(open_ms) - 60_000:
+            continue
+        if u_ms > best_utime:
+            best = row
+            best_utime = int(u_ms)
+    if not best:
+        return None
+    realized = _safe_float(best.get("realizedPnl"))
+    if realized is None:
+        realized = _safe_float(best.get("pnl"))
+    return {
+        "close_quote": _safe_float(best.get("closeAvgPx")),
+        "realized_pnl": realized,
+        "close_ms": best_utime,
+        "pos_id": str(best.get("posId") or "").strip() or None,
+    }
+
+
 def fetch_options_unrealized_pnl_usdc(ex: ccxt.okx) -> float | None:
     """期权持仓未实现盈亏合计(USDC,统计口径与 USDT 1:1)."""
     total = 0.0

lib/options/options_monitor_lib.py

@@ -1,10 +1,13 @@
-"""期权持仓监控:浮盈翻倍微信提醒."""
+"""期权持仓监控:浮盈翻倍微信提醒 + 平仓/到期状态同步."""
 from __future__ import annotations
 
 import sqlite3
 import time
+from datetime import datetime, timezone
 from typing import Any, Callable
 
+from lib.exchange.okx_options_lib import normalize_option_exp_ms, resolve_option_close_from_history
+
 
 def _safe_float(v: Any) -> float | None:
     if v is None:
@@ -101,6 +104,109 @@ def run_options_profit_alerts(
     return sent
 
 
+def _created_at_ms(created_at: Any) -> int | None:
+    if not created_at:
+        return None
+    raw = str(created_at).strip()
+    if not raw:
+        return None
+    for fmt in ("%Y-%m-%d %H:%M:%S", "%Y-%m-%d %H:%M:%f"):
+        try:
+            dt = datetime.strptime(raw[:26], fmt).replace(tzinfo=timezone.utc)
+            return int(dt.timestamp() * 1000)
+        except ValueError:
+            continue
+    return None
+
+
+def sync_open_options_trades(
+    conn: sqlite3.Connection,
+    *,
+    live_inst_ids: set[str],
+    fetch_history_fn: Callable[[str], list[dict[str, Any]]],
+) -> int:
+    """
+    交易所已无持仓时,将本地 open 记录同步为 closed.
+    优先用 positions-history 回填盈亏;否则到期后按归零处理.
+    """
+    rows = conn.execute(
+        """
+        SELECT id, inst_id, premium_paid, exp_time, created_at
+        FROM options_trades
+        WHERE status = 'open'
+        """
+    ).fetchall()
+    updated = 0
+    now_ms = int(time.time() * 1000)
+    for row in rows:
+        inst_id = str(row["inst_id"] or "")
+        if not inst_id or inst_id in live_inst_ids:
+            continue
+        paid = _safe_float(row["premium_paid"]) or 0.0
+        open_ms = _created_at_ms(row["created_at"])
+        exp_ms = normalize_option_exp_ms(row["exp_time"], inst_id)
+        close_quote: float | None = None
+        prem_recv: float | None = None
+        realized_pnl: float | None = None
+        close_ord_id: str | None = None
+        closed_at: str | None = None
+        close_reason = "exchange"
+
+        close_info = resolve_option_close_from_history(
+            fetch_history_fn(inst_id),
+            open_ms=open_ms,
+        )
+        if close_info:
+            close_quote = close_info.get("close_quote")
+            realized_pnl = close_info.get("realized_pnl")
+            close_ord_id = close_info.get("pos_id")
+            if realized_pnl is not None:
+                prem_recv = round(paid + float(realized_pnl), 4)
+            close_ms = close_info.get("close_ms")
+            if close_ms:
+                closed_at = datetime.fromtimestamp(int(close_ms) / 1000, tz=timezone.utc).strftime(
+                    "%Y-%m-%d %H:%M:%S"
+                )
+        elif exp_ms is not None and now_ms >= int(exp_ms):
+            close_reason = "expired"
+            close_quote = 0.0
+            prem_recv = 0.0
+            realized_pnl = round(-paid, 4)
+            if exp_ms:
+                closed_at = datetime.fromtimestamp(int(exp_ms) / 1000, tz=timezone.utc).strftime(
+                    "%Y-%m-%d %H:%M:%S"
+                )
+
+        conn.execute(
+            """
+            UPDATE options_trades
+            SET status = 'closed',
+                close_quote = ?,
+                premium_received = ?,
+                realized_pnl = ?,
+                close_ord_id = COALESCE(?, close_ord_id),
+                closed_at = COALESCE(?, closed_at, CURRENT_TIMESTAMP),
+                signal_note = CASE
+                    WHEN ? = 'expired' AND (signal_note IS NULL OR TRIM(signal_note) = '')
+                    THEN '到期结算'
+                    ELSE signal_note
+                END
+            WHERE id = ?
+            """,
+            (
+                close_quote,
+                prem_recv,
+                realized_pnl,
+                close_ord_id,
+                closed_at,
+                close_reason,
+                int(row["id"]),
+            ),
+        )
+        updated += 1
+    return updated
+
+
 def options_monitor_loop(
     *,
     enabled: bool,
@@ -111,6 +217,7 @@ def options_monitor_loop(
     send_wechat: Callable[[str], None],
     account_label: str,
     profit_ratio: float,
+    sync_trades_fn: Callable[[sqlite3.Connection], int] | None = None,
     stop_event: Any = None,
 ) -> None:
     if not enabled:
@@ -130,6 +237,8 @@ def options_monitor_loop(
                     account_label=account_label,
                     ticker_bid_fn=ticker_bid_fn,
                 )
+                if sync_trades_fn is not None:
+                    sync_trades_fn(conn)
                 conn.commit()
             finally:
                 conn.close()

lib/options/options_register.py

@@ -132,6 +132,38 @@ def _require_options_ex(cfg: dict[str, Any]):
     return ex, ""
 
 
+def _budget_full_usdc(cfg: dict[str, Any], ex: Any) -> tuple[float | None, str]:
+    """交易账户 USDC 可用余额(由 calc_order_size 再乘 budget_buffer 留余量)."""
+    from lib.exchange.okx_options_lib import fetch_options_trading_usdc
+
+    raw = fetch_options_trading_usdc(ex)
+    if raw is None or float(raw) <= 0:
+        return None, "交易账户 USDC 可用余额不足"
+    return float(raw), ""
+
+
+def _sync_options_trades(cfg: dict[str, Any]) -> None:
+    ex = cfg.get("exchange_options")
+    if ex is None:
+        return
+    from lib.exchange.okx_options_lib import fetch_option_position_history
+    from lib.options.options_monitor_lib import sync_open_options_trades
+
+    raw = cfg["fetch_option_positions"](ex)
+    live_ids = {str(p.get("instId") or "") for p in raw if str(p.get("instId") or "")}
+
+    def _hist(inst_id: str):
+        return fetch_option_position_history(ex, inst_id)
+
+    conn = cfg["get_db"]()
+    try:
+        init_options_tables(conn)
+        sync_open_options_trades(conn, live_inst_ids=live_ids, fetch_history_fn=_hist)
+        conn.commit()
+    finally:
+        conn.close()
+
+
 def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
     lr = cfg["login_required"]
 
@@ -177,6 +209,16 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         min_sz = q.get("min_sz") or 1
         mode = (request.args.get("mode") or "budget_full").strip()
         budget = cfg["trade_budget"]
+        budget_cap = cfg["trade_budget"]
+        available_usdc = None
+        if mode == "budget_full":
+            budget, budget_err = _budget_full_usdc(cfg, ex)
+            if budget is None:
+                return jsonify({"ok": False, "msg": budget_err})
+            budget_cap = budget
+            from lib.exchange.okx_options_lib import fetch_options_trading_usdc
+
+            available_usdc = fetch_options_trading_usdc(ex)
         eth_amount = None
         sheet_count = None
         try:
@@ -199,7 +241,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             budget_buffer=cfg["budget_buffer"],
             eth_amount=eth_amount if mode == "eth_amount" else None,
             sheets=sheet_count if mode == "sheets" else None,
-            budget_cap=cfg["trade_budget"],
+            budget_cap=budget_cap if mode in ("budget_full", "sheets", "eth_amount") else None,
         )
         return jsonify(
             {
@@ -207,6 +249,8 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 "quote_per_unit": ask,
                 "premium_per_sheet": premium_per_sheet(float(ask), float(ct_mult)),
                 "sizing": sizing,
+                "available_usdc": available_usdc,
+                "budget_full_usdc": budget if mode == "budget_full" else None,
             }
         )
 
@@ -242,15 +286,22 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 sheet_count = int(data.get("sheets"))
             except (TypeError, ValueError):
                 return jsonify({"ok": False, "msg": "张数无效"})
+        budget = cfg["trade_budget"]
+        budget_cap = cfg["trade_budget"]
+        if mode == "budget_full":
+            budget, budget_err = _budget_full_usdc(cfg, ex)
+            if budget is None:
+                return jsonify({"ok": False, "msg": budget_err})
+            budget_cap = budget
         sizing = calc_order_size(
             quote_per_unit=float(ask),
             ct_mult=ct_mult,
             min_sz=min_sz,
-            budget_usdc=cfg["trade_budget"] if mode == "budget_full" else None,
+            budget_usdc=budget if mode == "budget_full" else None,
             budget_buffer=cfg["budget_buffer"],
             eth_amount=eth_amount,
             sheets=sheet_count,
-            budget_cap=cfg["trade_budget"],
+            budget_cap=budget_cap if mode in ("budget_full", "sheets", "eth_amount") else None,
         )
         if not sizing.get("ok"):
             return jsonify({"ok": False, "msg": sizing.get("msg") or "张数计算失败", "sizing": sizing})
@@ -304,6 +355,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         ex, err = _require_options_ex(cfg)
         if ex is None:
             return jsonify({"ok": False, "msg": err})
+        _sync_options_trades(cfg)
         raw = cfg["fetch_option_positions"](ex)
         rows = [cfg["format_position_row"](p) for p in raw]
         conn = cfg["get_db"]()
@@ -554,6 +606,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         ex, err = _require_options_ex(cfg)
         if ex is None:
             return jsonify({"ok": False, "msg": err})
+        _sync_options_trades(cfg)
         conn = cfg["get_db"]()
         try:
             init_options_tables(conn)
@@ -660,6 +713,21 @@ def _start_monitor_thread(app: Flask, cfg: dict[str, Any]) -> None:
         raw = cfg["fetch_option_positions"](ex)
         return [cfg["format_position_row"](p) for p in raw]
 
+    def _sync(conn):
+        from lib.exchange.okx_options_lib import fetch_option_position_history
+        from lib.options.options_monitor_lib import sync_open_options_trades
+
+        ex = cfg.get("exchange_options")
+        if ex is None:
+            return 0
+        raw = cfg["fetch_option_positions"](ex)
+        live_ids = {str(p.get("instId") or "") for p in raw if str(p.get("instId") or "")}
+        return sync_open_options_trades(
+            conn,
+            live_inst_ids=live_ids,
+            fetch_history_fn=lambda inst_id: fetch_option_position_history(ex, inst_id),
+        )
+
     t = threading.Thread(
         target=options_monitor_loop,
         kwargs={
@@ -671,6 +739,7 @@ def _start_monitor_thread(app: Flask, cfg: dict[str, Any]) -> None:
             "send_wechat": cfg["send_wechat"],
             "account_label": cfg["account_label"],
             "profit_ratio": cfg["profit_ratio"],
+            "sync_trades_fn": _sync,
         },
         daemon=True,
         name="options-monitor",

lib/options/templates/options_panel.html

@@ -62,7 +62,7 @@
                     <div class="form-row options-order-mode-row">
                         <label><input type="radio" name="opt-size-mode" value="sheets" checked> 指定张数</label>
                         <input type="number" id="opt-sheets-amount" min="1" step="1" value="1" placeholder="张数">
-                        <label><input type="radio" name="opt-size-mode" value="budget_full"> 按单笔上限打满</label>
+                        <label><input type="radio" name="opt-size-mode" value="budget_full"> 按可用余额打满</label>
                         <label><input type="radio" name="opt-size-mode" value="eth_amount"> 指定币数量</label>
                         <input type="number" id="opt-eth-amount" min="0.01" step="0.01" placeholder="如 0.5" style="display:none">
                         <input type="text" id="opt-signal-note" placeholder="备注(关键位说明)">

tests/test_options_sync.py

@@ -0,0 +1,86 @@
+"""期权平仓/到期状态同步单测."""
+import sqlite3
+
+from lib.exchange.okx_options_lib import resolve_option_close_from_history
+from lib.options.options_db import init_options_tables
+from lib.options.options_monitor_lib import sync_open_options_trades
+
+
+def test_resolve_option_close_from_history_picks_latest():
+    rows = [
+        {"instId": "ETH-USD_UM-260709-1700-P", "uTime": "1000", "realizedPnl": "-1.0", "closeAvgPx": "0"},
+        {"instId": "ETH-USD_UM-260709-1700-P", "uTime": "2000", "realizedPnl": "-1.24", "closeAvgPx": "0", "posId": "9"},
+    ]
+    got = resolve_option_close_from_history(rows, open_ms=500)
+    assert got is not None
+    assert got["realized_pnl"] == -1.24
+    assert got["pos_id"] == "9"
+
+
+def test_sync_open_options_trades_marks_expired_closed():
+    conn = sqlite3.connect(":memory:")
+    conn.row_factory = sqlite3.Row
+    init_options_tables(conn)
+    conn.execute(
+        """
+        INSERT INTO options_trades
+        (inst_id, underlying, opt_type, strike, exp_time, sheets, eth_amount,
+         open_quote, premium_paid, status)
+        VALUES (?, 'ETH', 'P', 1700, '', 20, 0.2, 6.2, 1.24, 'open')
+        """,
+        ("ETH-USD_UM-260709-1700-P",),
+    )
+    conn.commit()
+
+    n = sync_open_options_trades(
+        conn,
+        live_inst_ids=set(),
+        fetch_history_fn=lambda _inst: [],
+    )
+    assert n == 1
+    row = conn.execute("SELECT status, premium_received, realized_pnl, signal_note FROM options_trades").fetchone()
+    assert row["status"] == "closed"
+    assert row["premium_received"] == 0.0
+    assert row["realized_pnl"] == -1.24
+    assert "到期结算" in (row["signal_note"] or "")
+
+
+def test_sync_open_options_trades_uses_exchange_history():
+    conn = sqlite3.connect(":memory:")
+    conn.row_factory = sqlite3.Row
+    init_options_tables(conn)
+    conn.execute(
+        """
+        INSERT INTO options_trades
+        (inst_id, underlying, opt_type, strike, exp_time, sheets, eth_amount,
+         open_quote, premium_paid, status, created_at)
+        VALUES (?, 'ETH', 'P', 1700, '', 20, 0.2, 6.2, 1.24, 'open', '2026-07-08 02:32:44')
+        """,
+        ("ETH-USD_UM-260709-1700-P",),
+    )
+    conn.commit()
+
+    def _hist(_inst):
+        return [
+            {
+                "instId": "ETH-USD_UM-260709-1700-P",
+                "uTime": "1784000000000",
+                "realizedPnl": "-0.5",
+                "closeAvgPx": "0.1",
+                "posId": "pos-1",
+            }
+        ]
+
+    n = sync_open_options_trades(
+        conn,
+        live_inst_ids=set(),
+        fetch_history_fn=_hist,
+    )
+    assert n == 1
+    row = conn.execute(
+        "SELECT status, premium_received, realized_pnl, close_ord_id FROM options_trades"
+    ).fetchone()
+    assert row["status"] == "closed"
+    assert row["realized_pnl"] == -0.5
+    assert row["premium_received"] == 0.74
+    assert row["close_ord_id"] == "pos-1"