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>
Read-only overview of live orders, key monitors, and strategy; show options/hedge only when present. Toggle via system settings nav prefs.
Co-authored-by: Cursor <cursoragent@cursor.com>
Paginate trade records, journals, and AI history at 5 per page with soft in-card flips; hide the journal form until 填入复盘.
Co-authored-by: Cursor <cursoragent@cursor.com>
Show Binance/OKX/Gate 交易系统 with distinct exchange icons in manifests, apple titles, and login branding.
Co-authored-by: Cursor <cursoragent@cursor.com>
Require EXCHANGE_DISPLAY_NAME in each instance .env.example and restart with --update-env so Binance/Gate no longer inherit OKX.
Co-authored-by: Cursor <cursoragent@cursor.com>
Adds order_type to journal uploads, removes legacy swing/trend labels from entry reason options, and ensures review-edit buttons sync when the records tab loads dynamically.
Co-authored-by: Cursor <cursoragent@cursor.com>
System settings now use the same CSS tab layout as env config; sensitive env fields display masked values from .env while keeping save-on-empty behavior.
Co-authored-by: Cursor <cursoragent@cursor.com>
P1-P4: configurable nav/section visibility in system settings, full .env editor with restart badges, password change, runtime hot overrides, and single-instance pm2 restart. Works in hub embed iframe.
Co-authored-by: Cursor <cursoragent@cursor.com>
Move read-only risk control docs to /risk_policy before settings; keep transfers and exports on the settings page.
Co-authored-by: Cursor <cursoragent@cursor.com>
Add modal select for trade record review, expand options to two-level labels (反转/启动A), and accept legacy short labels on save.
Co-authored-by: Cursor <cursoragent@cursor.com>
Narrow executing window to 15 minutes after the hour, show countdown when flat, run force_close before reconcile, and map 00:00 synced closes to 强制清仓 instead of 手动平仓.
Co-authored-by: Cursor <cursoragent@cursor.com>
OKX add_order omitted entry_model on insert; align with Binance/Gate and add trade_style fallback when resolving entry_reason for close and display.
Co-authored-by: Cursor <cursoragent@cursor.com>
Expose intraday_discipline via hub meta and block manual close/tpsl APIs; Gate instance card no longer shows 全平/平仓/委托.
Co-authored-by: Cursor <cursoragent@cursor.com>
Jinja imported macros did not receive trade_policy from render context, causing Internal Server Error on all instance pages.
Co-authored-by: Cursor <cursoragent@cursor.com>
Per-instance TRADE_DIRECTION / TRADE_SYMBOL_WHITELIST restricts UI and API for manual orders, key monitors, and strategies; includes sync script for deployment profiles.
Co-authored-by: Cursor <cursoragent@cursor.com>
dekun