chore: add unified four-exchange env sync scripts

sync_four_exchange_env runs position sizing + transfer sync; transfer script preserves existing values and supports --set-amount/--enable-auto-transfer.

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

auto_transfer_daily_lib.py

@@ -0,0 +1,130 @@
+"""
+每日自动划转：北京时间指定整点小时内，将交易账户(AUTO_TRANSFER_TO)余额调整至目标额。
+
+- 交易账户 < 目标：从资金账户划入差额
+- 交易账户 > 目标：将多余划回资金账户
+- 有 active 持仓：不划转，写账簿并企业微信说明
+"""
+from __future__ import annotations
+
+from typing import Any, Callable
+
+
+def run_auto_transfer_once_per_day(
+    *,
+    enabled: bool,
+    bj_hour: int,
+    target_amount: float,
+    from_account: str,
+    to_account: str,
+    funds_decimals: int,
+    get_db: Callable[[], Any],
+    get_active_position_count: Callable[[Any], int],
+    get_account_usdt_total: Callable[[str], float | None],
+    execute_transfer_usdt: Callable[[float, str, str], tuple[bool, str, Any]],
+    send_wechat_msg: Callable[[str], None],
+    utc_now_dt: Callable[[], Any],
+    app_tz: Any,
+    utc_calendar_date_str: Callable[[], str],
+    app_now_str: Callable[[], str],
+    min_transfer: float = 0.01,
+) -> None:
+    if not enabled:
+        return
+    utc_dt = utc_now_dt()
+    bj = utc_dt.astimezone(app_tz)
+    if bj.hour != bj_hour:
+        return
+
+    transfer_day = utc_calendar_date_str()
+    conn = get_db()
+    exists = conn.execute(
+        "SELECT id FROM transfer_logs WHERE transfer_type=? AND transfer_day=?",
+        ("auto_daily", transfer_day),
+    ).fetchone()
+    if exists:
+        conn.close()
+        return
+
+    def _log(
+        amount: float,
+        fr: str,
+        to: str,
+        status: str,
+        message: str,
+        *,
+        commit_close: bool = True,
+    ) -> None:
+        conn.execute(
+            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
+            ("auto_daily", transfer_day, amount, fr, to, status, message[:500]),
+        )
+        conn.commit()
+        if commit_close:
+            conn.close()
+
+    active = get_active_position_count(conn)
+    if active > 0:
+        msg = f"持仓中（{active}笔），本次资金无划转"
+        _log(0, from_account, to_account, "skipped", msg)
+        send_wechat_msg(
+            f"自动划转：{msg}\n"
+            f"目标：{to_account} 调整至 {round(float(target_amount), funds_decimals)}U\n"
+            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
+        )
+        return
+
+    target = round(float(target_amount), funds_decimals)
+    trade_bal = get_account_usdt_total(to_account)
+    if trade_bal is None:
+        _log(
+            0,
+            from_account,
+            to_account,
+            "failed",
+            f"读取{to_account}账户USDT失败",
+        )
+        return
+
+    trade = round(float(trade_bal), funds_decimals)
+    diff = round(target - trade, funds_decimals)
+
+    if abs(diff) < min_transfer:
+        _log(
+            0,
+            from_account,
+            to_account,
+            "skipped",
+            f"{to_account}账户已为{trade}U（目标{target}U）",
+        )
+        return
+
+    if diff > 0:
+        fr, to, amount = from_account, to_account, diff
+        action = "划入"
+    else:
+        fr, to, amount = to_account, from_account, round(abs(diff), funds_decimals)
+        action = "划出"
+
+    from_bal = get_account_usdt_total(fr)
+    if from_bal is not None and round(float(from_bal), funds_decimals) < amount:
+        cur = round(float(from_bal), funds_decimals)
+        _log(amount, fr, to, "failed", f"{fr}账户USDT不足，需{amount}U，当前{cur}U")
+        send_wechat_msg(
+            f"自动划转失败：{fr}余额不足，需{amount}U，当前{cur}U（{action}至{to_account}目标{target}U）\n"
+            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
+        )
+        return
+
+    ok, msg, _ = execute_transfer_usdt(amount, fr, to)
+    _log(amount, fr, to, "success" if ok else "failed", msg)
+    if ok:
+        send_wechat_msg(
+            f"自动划转成功：{to_account} {trade}U→目标{target}U，{action}{amount}U {fr}->{to}\n"
+            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
+        )
+    else:
+        send_wechat_msg(
+            f"自动划转失败：计划{action}{amount}U {fr}->{to}（目标{target}U）\n原因：{msg}\n"
+            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
+        )

crypto_monitor_binance/.env.example

@@ -136,7 +136,7 @@ FULL_MARGIN_BUFFER_RATIO=0.98
 # 自动划转（页顶「将 swap 补足到 XU」；与 DAILY_START_CAPITAL 独立，需一致时请设为相同值）
 # =============================================================================
 AUTO_TRANSFER_ENABLED=false
-# 合约/交易账户(AUTO_TRANSFER_TO)补足到的 USDT 总额，非每日开仓基数
+# 交易账户(swap)目标余额 U：每日 8 点(北京)自动划入或划出至 funding；持仓中不划转
 AUTO_TRANSFER_AMOUNT=30
 AUTO_TRANSFER_FROM=funding
 AUTO_TRANSFER_TO=swap

crypto_monitor_binance/app.py

@@ -98,6 +98,7 @@ from key_monitor_full_margin_lib import (
     monitor_type_disallowed_in_full_margin,
     purge_disallowed_key_monitors,
 )
+from auto_transfer_daily_lib import run_auto_transfer_once_per_day
 from key_monitor_lib import (
     KEY_DIRECTION_WATCH,
     KEY_MONITOR_ALERT_ONLY_TYPES,
@@ -2977,72 +2978,23 @@ def get_account_usdt_total(account_type):
 
 
 def auto_transfer_once_per_day():
-    if not AUTO_TRANSFER_ENABLED:
-        return
-    utc_dt = utc_now_dt()
-    bj = utc_dt.astimezone(APP_TZ)
-    if bj.hour != AUTO_TRANSFER_BJ_HOUR:
-        return
-    transfer_day = utc_calendar_date_str()
-    conn = get_db()
-    exists = conn.execute(
-        "SELECT id FROM transfer_logs WHERE transfer_type=? AND transfer_day=?",
-        ("auto_daily", transfer_day)
-    ).fetchone()
-    if exists:
-        conn.close()
-        return
-    target_amount = AUTO_TRANSFER_AMOUNT
-    to_balance = get_account_usdt_total(AUTO_TRANSFER_TO)
-    from_balance = get_account_usdt_total(AUTO_TRANSFER_FROM)
-    if to_balance is None:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"读取{AUTO_TRANSFER_TO}账户USDT失败")
-        )
-        conn.commit()
-        conn.close()
-        return
-    needed = round(max(target_amount - float(to_balance), 0), FUNDS_DECIMALS)
-    if needed <= 0:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "skipped", f"{AUTO_TRANSFER_TO}账户已达到目标{target_amount}U")
-        )
-        conn.commit()
-        conn.close()
-        return
-    if from_balance is not None and from_balance < needed:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"{AUTO_TRANSFER_FROM}账户USDT不足，需{needed}U，当前{round(from_balance, FUNDS_DECIMALS)}U")
-        )
-        conn.commit()
-        conn.close()
-        send_wechat_msg(
-            f"自动划转失败：{AUTO_TRANSFER_FROM}余额不足，需{needed}U，当前{round(from_balance, FUNDS_DECIMALS)}U\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
-        return
-
-    ok, msg, _ = execute_transfer_usdt(needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO)
-    conn.execute(
-        "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-        ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "success" if ok else "failed", msg[:500])
+    run_auto_transfer_once_per_day(
+        enabled=AUTO_TRANSFER_ENABLED,
+        bj_hour=AUTO_TRANSFER_BJ_HOUR,
+        target_amount=AUTO_TRANSFER_AMOUNT,
+        from_account=AUTO_TRANSFER_FROM,
+        to_account=AUTO_TRANSFER_TO,
+        funds_decimals=FUNDS_DECIMALS,
+        get_db=get_db,
+        get_active_position_count=get_active_position_count,
+        get_account_usdt_total=get_account_usdt_total,
+        execute_transfer_usdt=execute_transfer_usdt,
+        send_wechat_msg=send_wechat_msg,
+        utc_now_dt=utc_now_dt,
+        app_tz=APP_TZ,
+        utc_calendar_date_str=utc_calendar_date_str,
+        app_now_str=app_now_str,
     )
-    conn.commit()
-    conn.close()
-    if ok:
-        send_wechat_msg(
-            f"自动划转成功：补足到{target_amount}U，实际划转{needed}U "
-            f"{AUTO_TRANSFER_FROM}->{AUTO_TRANSFER_TO}\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
-    else:
-        send_wechat_msg(
-            f"自动划转失败：计划补足到{target_amount}U，需划转{needed}U\n原因：{msg}\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
 
 
 def trading_day_reset_allows_new_open(now):

crypto_monitor_binance/templates/index.html

@@ -426,7 +426,7 @@
                 ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
             </div>
             <div class="rule-tip">
-                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；界面时间为北京；将 {{ auto_transfer_to }} 补足到 {{ auto_transfer_amount }}U，来自 {{ auto_transfer_from }}）
+                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；将 {{ auto_transfer_to }} 调整至 {{ auto_transfer_amount }}U：不足从 {{ auto_transfer_from }} 划入、超出划回 {{ auto_transfer_from }}；<strong>持仓中不划转</strong>并微信通知）
             </div>
             <form action="/manual_transfer" method="post" class="form-row">
                 <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额U" required>

crypto_monitor_gate/.env.example

@@ -142,7 +142,7 @@ FULL_MARGIN_BUFFER_RATIO=0.98
 # 自动划转（页顶「将 swap 补足到 XU」；与 DAILY_START_CAPITAL 独立，需一致时请设为相同值）
 # =============================================================================
 AUTO_TRANSFER_ENABLED=false
-# 交易账户(AUTO_TRANSFER_TO)补足到的 USDT 总额，非每日开仓基数
+# 交易账户(swap)目标余额 U：每日 8 点(北京)自动划入或划出至 funding；持仓中不划转
 AUTO_TRANSFER_AMOUNT=30
 AUTO_TRANSFER_FROM=funding
 AUTO_TRANSFER_TO=swap

crypto_monitor_gate/app.py

@@ -97,6 +97,7 @@ from key_monitor_full_margin_lib import (
     monitor_type_disallowed_in_full_margin,
     purge_disallowed_key_monitors,
 )
+from auto_transfer_daily_lib import run_auto_transfer_once_per_day
 from key_monitor_lib import (
     KEY_DIRECTION_WATCH,
     KEY_MONITOR_ALERT_ONLY_TYPES,
@@ -2670,72 +2671,23 @@ def get_account_usdt_total(account_type):
 
 
 def auto_transfer_once_per_day():
-    if not AUTO_TRANSFER_ENABLED:
-        return
-    utc_dt = utc_now_dt()
-    bj = utc_dt.astimezone(APP_TZ)
-    if bj.hour != AUTO_TRANSFER_BJ_HOUR:
-        return
-    transfer_day = utc_calendar_date_str()
-    conn = get_db()
-    exists = conn.execute(
-        "SELECT id FROM transfer_logs WHERE transfer_type=? AND transfer_day=?",
-        ("auto_daily", transfer_day)
-    ).fetchone()
-    if exists:
-        conn.close()
-        return
-    target_amount = AUTO_TRANSFER_AMOUNT
-    to_balance = get_account_usdt_total(AUTO_TRANSFER_TO)
-    from_balance = get_account_usdt_total(AUTO_TRANSFER_FROM)
-    if to_balance is None:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"读取{AUTO_TRANSFER_TO}账户USDT失败")
-        )
-        conn.commit()
-        conn.close()
-        return
-    needed = round(max(target_amount - float(to_balance), 0), 4)
-    if needed <= 0:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "skipped", f"{AUTO_TRANSFER_TO}账户已达到目标{round(float(target_amount), 2)}U")
-        )
-        conn.commit()
-        conn.close()
-        return
-    if from_balance is not None and from_balance < needed:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"{AUTO_TRANSFER_FROM}账户USDT不足，需{round(needed, 2)}U，当前{round(from_balance, 2)}U")
-        )
-        conn.commit()
-        conn.close()
-        send_wechat_msg(
-            f"自动划转失败：{AUTO_TRANSFER_FROM}余额不足，需{round(needed, 2)}U，当前{round(from_balance, 2)}U\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
-        return
-
-    ok, msg, _ = execute_transfer_usdt(needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO)
-    conn.execute(
-        "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-        ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "success" if ok else "failed", msg[:500])
+    run_auto_transfer_once_per_day(
+        enabled=AUTO_TRANSFER_ENABLED,
+        bj_hour=AUTO_TRANSFER_BJ_HOUR,
+        target_amount=AUTO_TRANSFER_AMOUNT,
+        from_account=AUTO_TRANSFER_FROM,
+        to_account=AUTO_TRANSFER_TO,
+        funds_decimals=2,
+        get_db=get_db,
+        get_active_position_count=get_active_position_count,
+        get_account_usdt_total=get_account_usdt_total,
+        execute_transfer_usdt=execute_transfer_usdt,
+        send_wechat_msg=send_wechat_msg,
+        utc_now_dt=utc_now_dt,
+        app_tz=APP_TZ,
+        utc_calendar_date_str=utc_calendar_date_str,
+        app_now_str=app_now_str,
     )
-    conn.commit()
-    conn.close()
-    if ok:
-        send_wechat_msg(
-            f"自动划转成功：补足到{round(float(target_amount), 2)}U，实际划转{round(needed, 2)}U "
-            f"{AUTO_TRANSFER_FROM}->{AUTO_TRANSFER_TO}\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
-    else:
-        send_wechat_msg(
-            f"自动划转失败：计划补足到{round(float(target_amount), 2)}U，需划转{round(needed, 2)}U\n原因：{msg}\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
 
 
 def trading_day_reset_allows_new_open(now):

crypto_monitor_gate/templates/index.html

@@ -426,7 +426,7 @@
                 ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
             </div>
             <div class="rule-tip">
-                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；界面时间为北京；将 {{ auto_transfer_to }} 补足到 {{ auto_transfer_amount }}U，来自 {{ auto_transfer_from }}）
+                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；将 {{ auto_transfer_to }} 调整至 {{ auto_transfer_amount }}U：不足从 {{ auto_transfer_from }} 划入、超出划回 {{ auto_transfer_from }}；<strong>持仓中不划转</strong>并微信通知）
             </div>
             <form action="/manual_transfer" method="post" class="form-row">
                 <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额U" required>

crypto_monitor_gate_bot/.env.example

@@ -110,7 +110,7 @@ FULL_MARGIN_BUFFER_RATIO=0.98
 # 自动划转（页顶「将 swap 补足到 XU」；与 DAILY_START_CAPITAL 独立，需一致时请设为相同值）
 # =============================================================================
 AUTO_TRANSFER_ENABLED=false
-# 交易账户(AUTO_TRANSFER_TO)补足到的 USDT 总额，非每日开仓基数
+# 交易账户(swap)目标余额 U：每日 8 点(北京)自动划入或划出至 funding；持仓中不划转
 AUTO_TRANSFER_AMOUNT=30
 AUTO_TRANSFER_FROM=funding
 AUTO_TRANSFER_TO=swap

crypto_monitor_gate_bot/app.py

@@ -49,6 +49,7 @@ from key_monitor_full_margin_lib import (
     monitor_type_disallowed_in_full_margin,
     purge_disallowed_key_monitors,
 )
+from auto_transfer_daily_lib import run_auto_transfer_once_per_day
 from form_submit_lib import check_duplicate_submit, submit_scope_add_key, submit_scope_add_order
 from order_monitor_display_lib import (
     apply_order_price_display_fields,
@@ -2675,72 +2676,23 @@ def get_account_usdt_total(account_type):
 
 
 def auto_transfer_once_per_day():
-    if not AUTO_TRANSFER_ENABLED:
-        return
-    utc_dt = utc_now_dt()
-    bj = utc_dt.astimezone(APP_TZ)
-    if bj.hour != AUTO_TRANSFER_BJ_HOUR:
-        return
-    transfer_day = utc_calendar_date_str()
-    conn = get_db()
-    exists = conn.execute(
-        "SELECT id FROM transfer_logs WHERE transfer_type=? AND transfer_day=?",
-        ("auto_daily", transfer_day)
-    ).fetchone()
-    if exists:
-        conn.close()
-        return
-    target_amount = AUTO_TRANSFER_AMOUNT
-    to_balance = get_account_usdt_total(AUTO_TRANSFER_TO)
-    from_balance = get_account_usdt_total(AUTO_TRANSFER_FROM)
-    if to_balance is None:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"读取{AUTO_TRANSFER_TO}账户USDT失败")
-        )
-        conn.commit()
-        conn.close()
-        return
-    needed = round(max(target_amount - float(to_balance), 0), 4)
-    if needed <= 0:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "skipped", f"{AUTO_TRANSFER_TO}账户已达到目标{target_amount}U")
-        )
-        conn.commit()
-        conn.close()
-        return
-    if from_balance is not None and from_balance < needed:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"{AUTO_TRANSFER_FROM}账户USDT不足，需{needed}U，当前{round(from_balance,4)}U")
-        )
-        conn.commit()
-        conn.close()
-        send_wechat_msg(
-            f"自动划转失败：{AUTO_TRANSFER_FROM}余额不足，需{needed}U，当前{round(from_balance,4)}U\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
-        return
-
-    ok, msg, _ = execute_transfer_usdt(needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO)
-    conn.execute(
-        "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-        ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "success" if ok else "failed", msg[:500])
+    run_auto_transfer_once_per_day(
+        enabled=AUTO_TRANSFER_ENABLED,
+        bj_hour=AUTO_TRANSFER_BJ_HOUR,
+        target_amount=AUTO_TRANSFER_AMOUNT,
+        from_account=AUTO_TRANSFER_FROM,
+        to_account=AUTO_TRANSFER_TO,
+        funds_decimals=2,
+        get_db=get_db,
+        get_active_position_count=get_active_position_count,
+        get_account_usdt_total=get_account_usdt_total,
+        execute_transfer_usdt=execute_transfer_usdt,
+        send_wechat_msg=send_wechat_msg,
+        utc_now_dt=utc_now_dt,
+        app_tz=APP_TZ,
+        utc_calendar_date_str=utc_calendar_date_str,
+        app_now_str=app_now_str,
     )
-    conn.commit()
-    conn.close()
-    if ok:
-        send_wechat_msg(
-            f"自动划转成功：补足到{target_amount}U，实际划转{needed}U "
-            f"{AUTO_TRANSFER_FROM}->{AUTO_TRANSFER_TO}\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
-    else:
-        send_wechat_msg(
-            f"自动划转失败：计划补足到{target_amount}U，需划转{needed}U\n原因：{msg}\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
 
 
 def trading_day_reset_allows_new_open(now):

crypto_monitor_gate_bot/templates/index.html

@@ -311,7 +311,7 @@
                 ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
             </div>
             <div class="rule-tip">
-                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；界面时间为北京；将 {{ auto_transfer_to }} 补足到 {{ money_fmt(auto_transfer_amount) }}U，来自 {{ auto_transfer_from }}）
+                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；将 {{ auto_transfer_to }} 调整至 {{ money_fmt(auto_transfer_amount) }}U：不足从 {{ auto_transfer_from }} 划入、超出划回 {{ auto_transfer_from }}；<strong>持仓中不划转</strong>并微信通知）
             </div>
             <form action="/manual_transfer" method="post" class="form-row">
                 <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额U" required>

crypto_monitor_okx/.env.example

@@ -101,7 +101,7 @@ FULL_MARGIN_BUFFER_RATIO=0.98
 # 自动划转（页顶「将 swap 补足到 XU」；与 DAILY_START_CAPITAL 独立，需一致时请设为相同值）
 # =============================================================================
 AUTO_TRANSFER_ENABLED=false
-# 交易账户(AUTO_TRANSFER_TO)补足到的 USDT 总额，非每日开仓基数
+# 交易账户(swap)目标余额 U：每日 8 点(北京)自动划入或划出至 funding；持仓中不划转
 AUTO_TRANSFER_AMOUNT=30
 AUTO_TRANSFER_FROM=funding
 AUTO_TRANSFER_TO=swap

crypto_monitor_okx/app.py

@@ -97,6 +97,7 @@ from key_monitor_full_margin_lib import (
     monitor_type_disallowed_in_full_margin,
     purge_disallowed_key_monitors,
 )
+from auto_transfer_daily_lib import run_auto_transfer_once_per_day
 from key_monitor_lib import (
     KEY_DIRECTION_WATCH,
     KEY_MONITOR_ALERT_ONLY_TYPES,
@@ -2356,72 +2357,23 @@ def get_account_usdt_total(account_type):
 
 
 def auto_transfer_once_per_day():
-    if not AUTO_TRANSFER_ENABLED:
-        return
-    utc_dt = utc_now_dt()
-    bj = utc_dt.astimezone(APP_TZ)
-    if bj.hour != AUTO_TRANSFER_BJ_HOUR:
-        return
-    transfer_day = utc_calendar_date_str()
-    conn = get_db()
-    exists = conn.execute(
-        "SELECT id FROM transfer_logs WHERE transfer_type=? AND transfer_day=?",
-        ("auto_daily", transfer_day)
-    ).fetchone()
-    if exists:
-        conn.close()
-        return
-    target_amount = AUTO_TRANSFER_AMOUNT
-    to_balance = get_account_usdt_total(AUTO_TRANSFER_TO)
-    from_balance = get_account_usdt_total(AUTO_TRANSFER_FROM)
-    if to_balance is None:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"读取{AUTO_TRANSFER_TO}账户USDT失败")
-        )
-        conn.commit()
-        conn.close()
-        return
-    needed = round(max(target_amount - float(to_balance), 0), 4)
-    if needed <= 0:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, 0, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "skipped", f"{AUTO_TRANSFER_TO}账户已达到目标{target_amount}U")
-        )
-        conn.commit()
-        conn.close()
-        return
-    if from_balance is not None and from_balance < needed:
-        conn.execute(
-            "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-            ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "failed", f"{AUTO_TRANSFER_FROM}账户USDT不足，需{round(needed, 2)}U，当前{round(from_balance, 2)}U")
-        )
-        conn.commit()
-        conn.close()
-        send_wechat_msg(
-            f"自动划转失败：{AUTO_TRANSFER_FROM}余额不足，需{round(needed, 2)}U，当前{round(from_balance, 2)}U\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
-        return
-
-    ok, msg, _ = execute_transfer_usdt(needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO)
-    conn.execute(
-        "INSERT INTO transfer_logs (transfer_type, transfer_day, amount, from_account, to_account, status, message) VALUES (?,?,?,?,?,?,?)",
-        ("auto_daily", transfer_day, needed, AUTO_TRANSFER_FROM, AUTO_TRANSFER_TO, "success" if ok else "failed", msg[:500])
+    run_auto_transfer_once_per_day(
+        enabled=AUTO_TRANSFER_ENABLED,
+        bj_hour=AUTO_TRANSFER_BJ_HOUR,
+        target_amount=AUTO_TRANSFER_AMOUNT,
+        from_account=AUTO_TRANSFER_FROM,
+        to_account=AUTO_TRANSFER_TO,
+        funds_decimals=FUNDS_DECIMALS,
+        get_db=get_db,
+        get_active_position_count=get_active_position_count,
+        get_account_usdt_total=get_account_usdt_total,
+        execute_transfer_usdt=execute_transfer_usdt,
+        send_wechat_msg=send_wechat_msg,
+        utc_now_dt=utc_now_dt,
+        app_tz=APP_TZ,
+        utc_calendar_date_str=utc_calendar_date_str,
+        app_now_str=app_now_str,
     )
-    conn.commit()
-    conn.close()
-    if ok:
-        send_wechat_msg(
-            f"自动划转成功：补足到{round(float(target_amount), 2)}U，实际划转{round(needed, 2)}U "
-            f"{AUTO_TRANSFER_FROM}->{AUTO_TRANSFER_TO}\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
-    else:
-        send_wechat_msg(
-            f"自动划转失败：计划补足到{round(float(target_amount), 2)}U，需划转{round(needed, 2)}U\n原因：{msg}\n"
-            f"账簿日(UTC)：{transfer_day}｜触发时刻(北京)：{app_now_str()}"
-        )
 
 
 def get_trading_day_reset_open_guard_enabled(conn=None):

crypto_monitor_okx/templates/index.html

@@ -435,7 +435,7 @@
                 ｜移动保本：下单可勾选关闭；开启时 {{ breakeven_rr_trigger }}R 触发（每 1R 阶梯上移），偏移 {{ breakeven_offset_pct }}%
             </div>
             <div class="rule-tip">
-                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；界面时间为北京；将 {{ auto_transfer_to }} 补足到 {{ auto_transfer_amount }}U，来自 {{ auto_transfer_from }}）
+                划转：自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}（每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试；账簿按 <strong>UTC 自然日</strong>去重；将 {{ auto_transfer_to }} 调整至 {{ auto_transfer_amount }}U：不足从 {{ auto_transfer_from }} 划入、超出划回 {{ auto_transfer_from }}；<strong>持仓中不划转</strong>并微信通知）
             </div>
             <form action="/manual_transfer" method="post" class="form-row">
                 <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额U" required>

deploy/README.md

@@ -87,14 +87,18 @@ bash deploy/setup_env.sh
 
 ## 四所 `.env` 自动划转项（已有 .env 时）
 
-`AUTO_TRANSFER_AMOUNT` 等与 `DAILY_START_CAPITAL` **独立**；四所 `.env.example` 已统一注释。若服务器上已有 `.env`，可合并写入（不覆盖 API 密钥）：
+`AUTO_TRANSFER_AMOUNT` 等为交易账户目标余额（北京时间 8 点自动划入/划出，**持仓中不划转**并微信通知），与 `DAILY_START_CAPITAL` **独立**。若服务器上已有 `.env`，可合并写入（不覆盖 API 密钥）：
 
 ```bash
-python scripts/sync_four_exchange_transfer_env.py
-# 缺 AUTO_TRANSFER_AMOUNT 时会沿用该文件中的 DAILY_START_CAPITAL
+# 计仓 + 划转一次同步（缺项补全，不覆盖已有 API 与自定义值）
+python scripts/sync_four_exchange_env.py
+# 或仅划转：缺 AUTO_TRANSFER_AMOUNT 时默认 50（否则沿用已有 / DAILY_START_CAPITAL）
+python scripts/sync_four_exchange_transfer_env.py --set-amount 50 --enable-auto-transfer
 pm2 restart crypto-monitor-binance crypto-monitor-okx crypto-monitor-gate crypto-monitor-gate-bot
 ```
 
+详见 [docs/auto-transfer-daily.md](../docs/auto-transfer-daily.md)。
+
 ## 四所 `.env` 计仓模式项（已有 .env 时）
 
 `POSITION_SIZING_MODE` / `FULL_MARGIN_BUFFER_RATIO` 仅能通过 env 切换；切换模式前须**无持仓**：

docs/auto-transfer-daily.md

@@ -0,0 +1,37 @@
+# 每日自动划转（四所统一）
+
+## 行为
+
+在 `.env` 开启 `AUTO_TRANSFER_ENABLED=true` 后，监控轮询在**北京时间 `AUTO_TRANSFER_BJ_HOUR` 整点所在小时**内（默认 8:00–8:59）执行一次（按 **UTC 自然日** 去重）：
+
+| 交易账户 (`AUTO_TRANSFER_TO`，默认 swap) | 动作 |
+|------------------------------------------|------|
+| 余额 **低于** `AUTO_TRANSFER_AMOUNT` | 从 `AUTO_TRANSFER_FROM`（默认 funding）划入差额 |
+| 余额 **高于** `AUTO_TRANSFER_AMOUNT` | 将多余划回 `AUTO_TRANSFER_FROM` |
+| 与目标相差 < 0.01U | 跳过，不写划转 |
+| 存在 **active** 持仓（`order_monitors`） | **不划转**，写账簿 `skipped`，并**企业微信**说明「持仓中，本次资金无划转」 |
+
+## 配置示例（目标 50U）
+
+```env
+AUTO_TRANSFER_ENABLED=true
+AUTO_TRANSFER_AMOUNT=50
+AUTO_TRANSFER_FROM=funding
+AUTO_TRANSFER_TO=swap
+AUTO_TRANSFER_BJ_HOUR=8
+```
+
+API Key 须具备万向划转权限（与手动划转相同）。
+
+## 部署
+
+```bash
+git pull
+# 四所补全划转项（已有值保留）
+python scripts/sync_four_exchange_transfer_env.py
+# 目标 50U 并开启自动划转
+python scripts/sync_four_exchange_transfer_env.py --set-amount 50 --enable-auto-transfer
+# 计仓 + 划转一并同步
+python scripts/sync_four_exchange_env.py --set-transfer-amount 50 --enable-auto-transfer
+pm2 restart crypto-monitor-binance crypto-monitor-okx crypto-monitor-gate crypto-monitor-gate-bot
+```

scripts/sync_four_exchange_env.py

@@ -0,0 +1,58 @@
+#!/usr/bin/env python3
+"""
+四所 .env 一次性同步：计仓模式 + 自动划转（调用子脚本，不覆盖已有自定义值）。
+
+用法（仓库根目录）：
+  python scripts/sync_four_exchange_env.py
+  python scripts/sync_four_exchange_env.py --dry-run
+  python scripts/sync_four_exchange_env.py --set-transfer-amount 50 --enable-auto-transfer
+
+子脚本可单独运行：
+  python scripts/sync_four_exchange_position_sizing_env.py
+  python scripts/sync_four_exchange_transfer_env.py
+"""
+from __future__ import annotations
+
+import argparse
+import subprocess
+import sys
+from pathlib import Path
+
+REPO = Path(__file__).resolve().parent.parent
+PY = sys.executable
+
+
+def _run(script: str, extra: list[str]) -> int:
+    cmd = [PY, str(REPO / "scripts" / script)] + extra
+    print(f"\n>>> {' '.join(cmd)}")
+    return subprocess.call(cmd, cwd=str(REPO))
+
+
+def main():
+    ap = argparse.ArgumentParser(description="四所 .env 统一同步（计仓 + 划转）")
+    ap.add_argument("--dry-run", action="store_true")
+    ap.add_argument("--set-mode", choices=("risk", "full_margin"), metavar="MODE")
+    ap.add_argument("--set-transfer-amount", metavar="U")
+    ap.add_argument("--enable-auto-transfer", action="store_true")
+    args = ap.parse_args()
+
+    dry = ["--dry-run"] if args.dry_run else []
+    code = 0
+
+    ps_args = list(dry)
+    if args.set_mode:
+        ps_args.extend(["--set-mode", args.set_mode])
+    code |= _run("sync_four_exchange_position_sizing_env.py", ps_args)
+
+    tr_args = list(dry)
+    if args.set_transfer_amount:
+        tr_args.extend(["--set-amount", args.set_transfer_amount])
+    if args.enable_auto_transfer:
+        tr_args.append("--enable-auto-transfer")
+    code |= _run("sync_four_exchange_transfer_env.py", tr_args)
+
+    sys.exit(code)
+
+
+if __name__ == "__main__":
+    main()

scripts/sync_four_exchange_transfer_env.py

@@ -1,10 +1,12 @@
 #!/usr/bin/env python3
 """
-将自动划转 / 币安资金账户相关项写入四所实例 .env（已存在则更新，缺失则追加）。
+将每日自动划转相关项写入四所实例 .env（已有值保留，缺失则追加；可选强制改金额/开关）。
 
 用法（仓库根目录）：
   python scripts/sync_four_exchange_transfer_env.py
   python scripts/sync_four_exchange_transfer_env.py --dry-run
+  python scripts/sync_four_exchange_transfer_env.py --set-amount 50
+  python scripts/sync_four_exchange_transfer_env.py --enable-auto-transfer
 
 不修改 API 密钥与其它自定义项；若 .env 不存在则跳过（请先从 .env.example 复制）。
 """
@@ -23,8 +25,12 @@ INSTANCES = (
     "crypto_monitor_gate_bot",
 )
 
-# 四所统一（页顶「将 swap 补足到 XU」= AUTO_TRANSFER_AMOUNT，与 DAILY_START_CAPITAL 独立）
-COMMON_KEYS = {
+COMMENT_BLOCK = (
+    "# 自动划转：北京时间 AUTO_TRANSFER_BJ_HOUR 点将 swap 调整至 AUTO_TRANSFER_AMOUNT；"
+    "不足 funding→swap、超出 swap→funding；持仓中不划转"
+)
+
+DEFAULTS = {
     "AUTO_TRANSFER_ENABLED": "false",
     "AUTO_TRANSFER_FROM": "funding",
     "AUTO_TRANSFER_TO": "swap",
@@ -32,6 +38,8 @@ COMMON_KEYS = {
     "AUTO_TRANSFER_BJ_HOUR": "8",
 }
 
+DEFAULT_AMOUNT = "50"
+
 BINANCE_ONLY = {
     "BINANCE_FUNDING_INCLUDE_SPOT": "false",
 }
@@ -71,44 +79,132 @@ def _upsert(lines: list[str], key: str, value: str) -> list[str]:
     return out
 
 
-def _ensure_transfer_block(lines: list[str], extra: dict[str, str]) -> list[str]:
-    daily = _env_get(lines, "DAILY_START_CAPITAL")
+def _insert_before(lines: list[str], anchor_key: str, insert: list[str]) -> list[str]:
+    pat = re.compile(r"^\s*" + re.escape(anchor_key) + r"\s*=")
+    for i, line in enumerate(lines):
+        if pat.match(line):
+            return lines[:i] + insert + lines[i:]
+    if lines and lines[-1].strip():
+        return lines + [""] + insert
+    return lines + insert
+
+
+def _resolve_default_amount(lines: list[str]) -> str:
     amount = _env_get(lines, "AUTO_TRANSFER_AMOUNT")
-    if amount is None:
-        amount = daily if daily else "30"
-    keys = dict(COMMON_KEYS)
-    keys["AUTO_TRANSFER_AMOUNT"] = amount
-    keys.update(extra)
-    for k, v in keys.items():
-        lines = _upsert(lines, k, v)
+    if amount is not None:
+        return amount
+    daily = _env_get(lines, "DAILY_START_CAPITAL")
+    if daily is not None:
+        return daily
+    return DEFAULT_AMOUNT
+
+
+def _ensure_key(
+    lines: list[str],
+    key: str,
+    value: str,
+    *,
+    force: bool,
+) -> list[str]:
+    if force or _env_get(lines, key) is None:
+        return _upsert(lines, key, value)
     return lines
 
 
-def sync_one(dir_name: str, dry_run: bool) -> str:
+def _ensure_transfer_block(
+    lines: list[str],
+    extra: dict[str, str],
+    *,
+    force_amount: str | None,
+    force_enabled: str | None,
+) -> list[str]:
+    amount = force_amount if force_amount is not None else _resolve_default_amount(lines)
+    had_amount = _env_get(lines, "AUTO_TRANSFER_AMOUNT") is not None
+
+    if not had_amount and COMMENT_BLOCK not in lines:
+        lines = _insert_before(
+            lines,
+            "AUTO_TRANSFER_ENABLED",
+            [COMMENT_BLOCK],
+        )
+        if _env_get(lines, "AUTO_TRANSFER_ENABLED") is None:
+            lines = _insert_before(
+                lines,
+                "BALANCE_REFRESH_SECONDS",
+                [COMMENT_BLOCK],
+            )
+
+    lines = _ensure_key(
+        lines,
+        "AUTO_TRANSFER_AMOUNT",
+        amount,
+        force=force_amount is not None,
+    )
+    for k, v in DEFAULTS.items():
+        if k == "AUTO_TRANSFER_ENABLED" and force_enabled is not None:
+            lines = _upsert(lines, k, force_enabled)
+        else:
+            lines = _ensure_key(lines, k, v, force=False)
+    for k, v in extra.items():
+        lines = _ensure_key(lines, k, v, force=False)
+    return lines
+
+
+def sync_one(
+    dir_name: str,
+    dry_run: bool,
+    *,
+    set_amount: str | None,
+    enable_auto: bool | None,
+) -> str:
     env_path = os.path.join(REPO, dir_name, ".env")
     if not os.path.isfile(env_path):
         return f"SKIP {dir_name}: 无 .env（请 cp .env.example .env）"
-    lines = _parse_env(env_path)
+    old_lines = _parse_env(env_path)
     extra = dict(BINANCE_ONLY) if dir_name == "crypto_monitor_binance" else {}
-    new_lines = _ensure_transfer_block(lines, extra)
-    if new_lines == lines:
-        return f"OK   {dir_name}: 已是最新"
+    force_enabled = "true" if enable_auto is True else None
+    new_lines = _ensure_transfer_block(
+        old_lines,
+        extra,
+        force_amount=set_amount,
+        force_enabled=force_enabled,
+    )
+    enabled = _env_get(new_lines, "AUTO_TRANSFER_ENABLED") or DEFAULTS["AUTO_TRANSFER_ENABLED"]
+    amt = _env_get(new_lines, "AUTO_TRANSFER_AMOUNT") or DEFAULT_AMOUNT
+    if new_lines == old_lines:
+        return f"OK   {dir_name}: ENABLED={enabled} AMOUNT={amt}"
     if dry_run:
-        return f"DRY  {dir_name}: 将更新 {len([1 for a,b in zip(lines,new_lines) if a!=b])}+ 行"
+        return f"DRY  {dir_name}: 将更新 ENABLED={enabled} AMOUNT={amt}"
     with open(env_path, "w", encoding="utf-8", newline="\n") as f:
         f.write("\n".join(new_lines))
         if new_lines and new_lines[-1].strip():
             f.write("\n")
-    amt = _env_get(new_lines, "AUTO_TRANSFER_AMOUNT")
-    return f"DONE {dir_name}: AUTO_TRANSFER_AMOUNT={amt}"
+    return f"DONE {dir_name}: ENABLED={enabled} AMOUNT={amt}"
 
 
 def main():
-    ap = argparse.ArgumentParser()
+    ap = argparse.ArgumentParser(description="四所 .env 自动划转项同步")
     ap.add_argument("--dry-run", action="store_true")
+    ap.add_argument(
+        "--set-amount",
+        metavar="U",
+        help=f"强制四所 AUTO_TRANSFER_AMOUNT（缺省补全默认 {DEFAULT_AMOUNT}）",
+    )
+    ap.add_argument(
+        "--enable-auto-transfer",
+        action="store_true",
+        help="强制四所 AUTO_TRANSFER_ENABLED=true",
+    )
     args = ap.parse_args()
     for name in INSTANCES:
-        print(sync_one(name, args.dry_run))
+        print(
+            sync_one(
+                name,
+                args.dry_run,
+                set_amount=args.set_amount,
+                enable_auto=True if args.enable_auto_transfer else None,
+            )
+        )
 
 
 if __name__ == "__main__":