Add service and pricing guide: self-use first, full-time traders only.

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

.gitattributes

@@ -3,5 +3,8 @@
 deploy/** text eol=lf
 # 文档统一 LF，避免 Windows 编辑后产生 CRLF 脏 diff
 docs/** text eol=lf
+# XMind 为 ZIP 二进制；须覆盖上面 docs/** 的 text/eol，否则入库会损坏打不开
+*.xmind -text -diff -merge -eol
+docs/**/*.xmind -text -diff -merge -eol
 # .env 模板统一 LF，避免 Linux PM2 source 报 $'\r': command not found
 **/.env.example text eol=lf

crypto_monitor_binance/app.py

@@ -411,7 +411,7 @@ _APP_STARTED_AT = time.time()
 _RECONCILE_FLAT_STREAK = {}
 KLINE_TIMEFRAME = os.getenv("KLINE_TIMEFRAME", "5m")
 FULL_MARGIN_BUFFER_RATIO = float(os.getenv("FULL_MARGIN_BUFFER_RATIO", "0.98"))
-TRANSFER_CCY = os.getenv("TRANSFER_CCY", "USDT")
+TRANSFER_CCY = (os.getenv("TRANSFER_CCY", "USDT") or "USDT").strip().upper() or "USDT"
 UPLOAD_FOLDER = resolve_path(os.getenv("UPLOAD_DIR", "static/images"))
 ORDER_CHART_ENABLED = os.getenv("ORDER_CHART_ENABLED", "true").lower() == "true"
 ORDER_CHART_TFS = [x.strip() for x in (os.getenv("ORDER_CHART_TFS", "4h,1h,15m,5m") or "").split(",") if x.strip()]
@@ -9870,7 +9870,7 @@ def manual_transfer():
         amount = float(request.form.get("amount", "0"))
     except Exception:
         flash("划转金额格式错误")
-        return redirect("/settings")
+        return redirect("/settings?settings_tab=transfer")
     from_account = (request.form.get("from_account") or AUTO_TRANSFER_FROM).strip()
     to_account = (request.form.get("to_account") or AUTO_TRANSFER_TO).strip()
     ok, msg, _ = execute_transfer_usdt(amount, from_account, to_account)
@@ -9885,7 +9885,7 @@ def manual_transfer():
         flash(f"手动划转成功:{amount}U {from_account}->{to_account}")
     else:
         flash(f"手动划转失败:{msg}")
-    return redirect("/settings")
+    return redirect("/settings?settings_tab=transfer")
 
 
 def _journal_ai_chart_builder(row):

crypto_monitor_gate/app.py

@@ -404,7 +404,7 @@ KLINE_TIMEFRAME = os.getenv("KLINE_TIMEFRAME", "5m")
 _APP_STARTED_AT = time.time()
 _RECONCILE_FLAT_STREAK = {}
 FULL_MARGIN_BUFFER_RATIO = float(os.getenv("FULL_MARGIN_BUFFER_RATIO", "0.98"))
-TRANSFER_CCY = os.getenv("TRANSFER_CCY", "USDT")
+TRANSFER_CCY = (os.getenv("TRANSFER_CCY", "USDT") or "USDT").strip().upper() or "USDT"
 UPLOAD_FOLDER = resolve_path(os.getenv("UPLOAD_DIR", "static/images"))
 ORDER_CHART_ENABLED = os.getenv("ORDER_CHART_ENABLED", "true").lower() == "true"
 ORDER_CHART_TFS = [x.strip() for x in (os.getenv("ORDER_CHART_TFS", "4h,1h,15m,5m") or "").split(",") if x.strip()]
@@ -9727,7 +9727,7 @@ def manual_transfer():
         amount = float(request.form.get("amount", "0"))
     except Exception:
         flash("划转金额格式错误")
-        return redirect("/settings")
+        return redirect("/settings?settings_tab=transfer")
     from_account = (request.form.get("from_account") or AUTO_TRANSFER_FROM).strip()
     to_account = (request.form.get("to_account") or AUTO_TRANSFER_TO).strip()
     ok, msg, _ = execute_transfer_usdt(amount, from_account, to_account)
@@ -9742,7 +9742,7 @@ def manual_transfer():
         flash(f"手动划转成功:{amount}U {from_account}->{to_account}")
     else:
         flash(f"手动划转失败:{msg}")
-    return redirect("/settings")
+    return redirect("/settings?settings_tab=transfer")
 
 
 def _journal_ai_chart_builder(row):

crypto_monitor_okx/app.py

@@ -384,7 +384,7 @@ BREAKEVEN_EXCHANGE_MIN_INTERVAL_SEC = max(
 _BREAKEVEN_LAST_EX_SYNC: dict[int, float] = {}
 KLINE_TIMEFRAME = os.getenv("KLINE_TIMEFRAME", "5m")
 FULL_MARGIN_BUFFER_RATIO = float(os.getenv("FULL_MARGIN_BUFFER_RATIO", "0.98"))
-TRANSFER_CCY = os.getenv("TRANSFER_CCY", "USDT")
+TRANSFER_CCY = (os.getenv("TRANSFER_CCY", "USDT") or "USDT").strip().upper() or "USDT"
 OKX_POSITION_INST_TYPE = os.getenv("OKX_POSITION_INST_TYPE", "SWAP")
 EXCHANGE_POSITION_SYNC_FROM_BJ = (os.getenv("EXCHANGE_POSITION_SYNC_FROM_BJ") or "").strip()
 EXCHANGE_POSITION_HISTORY_LIMIT = max(50, min(1000, int(os.getenv("EXCHANGE_POSITION_HISTORY_LIMIT", "200"))))
@@ -9455,7 +9455,7 @@ def manual_transfer():
         amount = float(request.form.get("amount", "0"))
     except Exception:
         flash("划转金额格式错误")
-        return redirect("/settings")
+        return redirect("/settings?settings_tab=transfer")
     from_account = (request.form.get("from_account") or AUTO_TRANSFER_FROM).strip()
     to_account = (request.form.get("to_account") or AUTO_TRANSFER_TO).strip()
     ok, msg, _ = execute_transfer_usdt(amount, from_account, to_account)
@@ -9477,7 +9477,7 @@ def manual_transfer():
         flash(f"手动划转成功:{amount}U {from_account}->{to_account}")
     else:
         flash(f"手动划转失败:{msg}")
-    return redirect("/settings")
+    return redirect("/settings?settings_tab=transfer")
 
 
 def _journal_ai_chart_builder(row):

docs/hub-symbol-archive-kline.md

@@ -4,6 +4,15 @@
 
 「内照明心」页(`/archive`)用于 **复盘语录 + 交易记录回顾 + 按需 K 线**.左侧维护每日复盘语录(最多 100 条);右侧按日期区间列出开仓记录,展示区间统计,并可展开 K 线图表对照单笔交易.
 
+顶栏有 **永续 / 期权** 品种切换:
+
+| 品种 | 数据 | 说明 |
+|------|------|------|
+| **永续** | 三所 `trade_records` → `archive_trade_cache` | 含犯病标签、K 线 |
+| **期权** | OKX `options_review_trades` → `archive_options_trade_cache` | 独立 Tab;同步进中控库后离线可看;默认排除对冲腿 |
+
+同步:「同步」按钮与后台 4h 任务会同时拉永续与期权(仅 `capabilities` 含 `options` 的账户).
+
 与行情区 `hub_kline.db`(15 天滚动缓存)**完全独立**:档案库只增不删,从建档起永久保留.
 
 ## 页面布局

docs/strategy/README.md

@@ -4,7 +4,8 @@
 
 | 文档 | 实例 | 状态 |
 |------|------|------|
-| [交易执行手册-期权与Gate.md](../交易执行手册-期权与Gate.md) | 中控「策略说明」·执行手册 | 个人开单纪律 |
+| [交易执行手册-v2-期权与合约.md](../交易执行手册-v2-期权与合约.md) | 中控「策略说明」·执行手册v2 | **现行**：无对冲；1H→空间→结构→定损盈→期权/合约 |
+| [交易执行手册-期权与Gate.md](../交易执行手册-期权与Gate.md) | 中控「策略说明」·执行手册v1 | 含对冲；历史对照 |
 | [交易行为准则-开单三检.md](../交易行为准则-开单三检.md) | 中控「策略说明」·行为准则 | 开单前信号/流程/情绪三检 |
 | [binance-alt-trend-long.md](./binance-alt-trend-long.md) | 币安山寨·多头趋势 | v0.4 讨论稿 |
 | [okx-trend-both.md](./okx-trend-both.md) | OKX·多空趋势 | v0.4 讨论稿 |

docs/strategy/checklists/behavior.json

@@ -8,7 +8,7 @@
       "items": [
         "最核心、最明确的一个点位/结构确认已写清",
         "该确认本身足够清晰（不是靠一长串宏大叙事）",
-        "已过方向 → 空间 → 值不值得（不够格则空仓）"
+        "已过主链条：1H方向 → 空间 → 结构 → 定损盈 → 选工具（期权/合约，无对冲）；不够格则空仓"
       ]
     },
     {

docs/strategy/checklists/playbook_v2.json

@@ -0,0 +1,33 @@
+{
+  "exchange": "playbook_v2",
+  "title": "执行手册 v2 开仓清单（无对冲）",
+  "version": "v0.1",
+  "groups": [
+    {
+      "title": "主链条",
+      "items": [
+        "1H 方向清楚（含明显 N 字）；跟的是 1H 波段",
+        "空间足够（支撑/阻力；至少约 ≥2%）",
+        "结构已出现且量级够（约 8h+ / 48 根 15m）",
+        "止损按模型：结构突破=外沿；假突破=针尖；止盈与 RR 已接受",
+        "工具只在「期权 / 合约」中选择；未开对冲"
+      ]
+    },
+    {
+      "title": "账户与仓位",
+      "items": [
+        "只动 OKX 期权或 Gate 合约；其它账户零操作",
+        "期权：约 10U、一次一仓；合约：止损约 5U、本位置次数未超两次",
+        "合计最坏风险可接受（约 ≤20U 量级）"
+      ]
+    },
+    {
+      "title": "离场与心态",
+      "items": [
+        "期权离场只认规则止盈或到期；开仓后中间不手平",
+        "不是「今天也要开点期权」；过检才开，不过则空仓",
+        "已过开单三检（信号 / 流程 / 情绪）"
+      ]
+    }
+  ]
+}

docs/交易执行手册-v2-期权与合约.md

@@ -0,0 +1,147 @@
+# 交易执行手册 v2（期权 / 合约 · 无对冲）
+
+> 个人开单纪律第二版（2026-07-24 起）。  
+> **相对 v1：去掉期期对冲 / 偏置对冲；工具只留期权与合约。**  
+> 目标：少而精、珍惜机会、样本干净；**不保证收益**。  
+> 旧版（含对冲）见 [交易执行手册-期权与Gate.md](./交易执行手册-期权与Gate.md)。  
+> **开单前先过** [交易行为准则-开单三检.md](./交易行为准则-开单三检.md)；本手册管怎么做单。
+
+---
+
+## 1. 主链条（强制）
+
+```
+1H 方向 → 空间 → 结构 → 定损盈 → 选工具（期权 / 合约）
+```
+
+任一步不过 → **空仓等待**，不为开单找理由。
+
+| 步骤 | 做什么 | 否决 |
+|------|--------|------|
+| **1H 方向** | 趋势周期以 **1H** 为准；1H 上要有明显 **N 字**。跟 1H 波段，不跟 4H 打架硬做。例：4H 多、1H 空 → 做 1H 空头波段 | 1H 方向不清、无 N 字 |
+| **空间** | 做空看下方支撑，做多看上方阻力；至少约 **≥2%** 才值得谈（常期望更大空间，如 ~5%） | 空间不够、贴着墙 |
+| **结构** | 方向与空间过关后，在 **15m / 5m** 等结构；结构量级至少约 **8h+**（约 **48 根 15m**）。形态：收敛 / 两段式回调 / 箱体 / 假突破等 | 结构未出现、磨不够就抢跑 |
+| **定损盈** | 结构出现后定义止损、止盈，算盈亏比。结构突破 → 止损在 **结构外沿**；假突破 → 止损在 **假突破针尖** | 损盈说不清、RR 不接受 |
+| **选工具** | 只在上四步都齐之后选：**期权** 或 **合约**。波段有足够时间考虑，不急着下手 | 用对冲、或「每天都要开点期权」 |
+
+**丢掉对冲。** 对冲易带来「有保护就能多做」的幻觉；本版不做期期对冲、不做偏置对冲壳。
+
+---
+
+## 2. 总原则
+
+1. **工具只有期权与合约**；同一时段尽量只让一边「说话」。
+2. **看不懂不做**；过滤比频率重要。日更不是目标，过检才是。
+3. 动手前先过 **开单三检**（信号 → 流程 → 情绪）；不过 → 空仓。
+4. 玩法必须走完主链条；不够格 → 空仓。
+5. 期权离场只认：**系统/规则止盈** 与 **到期**；**开仓后中间不手动平仓**（紧急例外不进策略样本）。
+6. 过程可控、结果随缘：用规则管仓位与次数，不追求每天打满。
+
+---
+
+## 3. 账户与分工
+
+| 账户 | 角色 | 说明 |
+|------|------|------|
+| OKX 期权 | **主业之一** | 方向单（虚值等）；**不做对冲腿** |
+| Gate 合约 | **主业之一** | 结构清楚时的波段；与期权尽量错开 |
+| 其它 | 暂不做 | 减少分心与样本污染 |
+
+**到期选择（期权）**
+
+- 方向单默认 **一天期**。
+- 尽量在 **北京时间下午 4 点后** 开 **次日到期**，覆盖较完整的美盘 + 亚盘 + 欧盘窗口。
+- 更长故事优先考虑合约，不强行拉长期权。
+
+---
+
+## 4. 入场逻辑（两类工具）
+
+开仓前先判断：当前是 **买方向的期权表达**，还是 **合约波段**。
+
+### 4.1 方向明确 · 结构到位 → 期权
+
+- **条件**：主链条全部过关；常用结构突破或假突破模型在 15m/5m 成立。
+- **工具**：**一天期期权方向单**（空间够时优先考虑 **虚值**：同止损口径下盈亏比往往更高）。
+- **离场**：规则止盈或到期；不手平。
+- **默认**：先只开期权，不上合约。
+
+### 4.2 结构到位 · 更适合合约 → 合约
+
+- **条件**：主链条过关；位置极明确；同一位置机会计数见 Gate 纪律。
+- **工具**：Gate 合约波段；止损挂在模型对应位置（外沿 / 针尖）。
+- **独立假突破**（没有先开突破期权时）：优先 **只做合约** 或 **空仓**，勿与「突破期权后再加仓」混用同一套仓。
+
+### 4.3 明确不做
+
+- 横盘「买波动」的 **期期对冲**（Call+Put）。
+- 任何「对冲壳 + 偏置」伪装成单边。
+- 为了「今天也开点期权」而破主链条。
+
+---
+
+## 5. 仓位与风险预算
+
+**总资金参考：约 800U。**
+
+| 项目 | 规则 |
+|------|------|
+| 单笔期权 | 约 **10U** 权利金预算；**一次只持有一个期权仓位** |
+| Gate 合约 | 日内保证金约 **50U**、约 **10 倍**；有单才用，无单为 0 |
+| 合约止损 | 一般约 **5U**；单笔最大亏损不超过约 **10U** |
+| 日损失心理框 | 期权+合约若都错：合计大约 **≤20U**；都对时期望可到 **40U+**（理想情形，非每日目标） |
+
+相对 800U：单笔约 **1.25%** 量级；全错一天约 **2.5%** 量级——防守优先。
+
+**叠加红线**
+
+- 期权一仓 + 合约同日存在时，按合计风险接受最坏约 20U，且尽量少「同向双开」。
+- 不为「好像有保护」放大仓位（本版已无对冲保护叙事）。
+
+---
+
+## 6. 合约日纪律（Gate）
+
+1. 只做 **很明确的位置**；不明确基本不做。
+2. 动手前想清：**如何进场**（假突破 / 结构突破）。
+3. **同一位置最多两次机会**：结构突破、假突破。
+4. **两次都错 → 当日不再做单**（即使后面更「看起来清楚」也留到明天）。
+5. 止损约 **5U**；波段规则开仓前想清。
+6. 离场以结构止盈/止损为准。
+
+---
+
+## 7. 期权日纪律（OKX）
+
+1. **不手动平仓**；只等规则止盈或到期（紧急手平标记为非策略样本）。
+2. 一次一仓；约 10U 权利金。
+3. **不做对冲**；不做「每天默认开期权」。
+4. 结构突破 / 假突破用期权表达时，损位跟模型：外沿 / 针尖。
+5. 默认一天期；优先完整会话窗口再开。
+
+---
+
+## 8. 开仓前自检清单
+
+- [ ] 今天是否只动「期权 / 合约」，其它账户零操作？是否 **未开对冲**？
+- [ ] **1H 方向**是否清楚（含 N 字）？
+- [ ] **空间**是否足够（支撑/阻力，至少约 ≥2%）？
+- [ ] **结构**是否出现且量级够（约 8h+ / 48×15m）？
+- [ ] **止损 / 止盈**是否按模型定好（外沿或针尖）？RR 是否接受？
+- [ ] **工具**选的是期权还是合约？理由是否写清？
+- [ ] 期权：止盈条件与「接受到期」是否写清？
+- [ ] 合约：本位置第几次机会？止损约 5U 设好了吗？今日两次是否已用完？
+
+---
+
+## 9. 一句话版本
+
+> **1H 定方向 → 量空间 → 等够级别的结构 → 按模型定损盈 → 只在期权与合约里选工具；不对冲；期权不手平；一位置两次，错完收工；珍惜机会，日更不是目标。**
+
+---
+
+## 10. 修订记录
+
+| 日期 | 说明 |
+|------|------|
+| 2026-07-24 | v2 初版：去掉对冲；主链条 1H→空间→结构→定损盈→期权/合约；吸收假突破针尖 / 结构外沿止损口径 |

docs/交易执行手册-期权与Gate.md

@@ -1,10 +1,10 @@
-# 交易执行手册（期权为主 · Gate 为辅）
+# 交易执行手册 v1（期权为主 · Gate 为辅 · 含对冲）
 
-> 个人开单纪律与仓位规则（2026-07 起）。  
+> 个人开单纪律与仓位规则（2026-07 起）。**本版保留对冲，仅作历史/对照。**  
+> **现行主版本请用** [交易执行手册-v2-期权与合约.md](./交易执行手册-v2-期权与合约.md)（无对冲：1H→空间→结构→定损盈→期权/合约）。  
 > 目标：少而精、可控回撤、样本干净；**不保证收益**。  
 > 工具：OKX 期权（主）+ Gate 合约（辅）；其它账户暂不做。  
 > **开单前先过** [交易行为准则-开单三检.md](./交易行为准则-开单三检.md)（信号 / 流程 / 情绪）；本手册管怎么做单。
-
 ---
 
 ## 1. 总原则
@@ -146,3 +146,4 @@
 |------|------|
 | 2026-07-21 | 初版：根据实盘讨论整理（期权为主、Gate 为辅、仓位与日停手规则） |
 | 2026-07-23 | 挂钩开单三检行为准则 |
+| 2026-07-24 | 标注为 v1（含对冲）；现行纪律迁至执行手册 v2 |

docs/交易行为准则-开单三检.md

@@ -49,7 +49,7 @@
 | 点位 / 结构本身已经够清楚 | 「好像有戏」但确认点模糊 |
 | 只描述事实与系统条件 | 堆细节证明自己分析很厉害 |
 
-对照执行手册时：先过 **方向 → 空间 → 值不值得**；不够格 → 空仓（见手册 §1、§3）。
+对照执行手册时：先过 **1H 方向 → 空间 → 结构 → 定损盈 → 选工具（期权/合约）**；不够格 → 空仓（见手册 v2）。
 
 ### 4.2 流程确认（Process Confirmation）
 
@@ -112,3 +112,4 @@
 | 日期 | 说明 |
 |------|------|
 | 2026-07-23 | 初级版：三检 + 总循环 + 红线；对齐 AI 复盘与本人总结 |
+| 2026-07-24 | 信号检对齐执行手册 v2 主链条（1H→空间→结构→定损盈→期权/合约） |

docs/快照备份.md

@@ -6,6 +6,9 @@
 
 | 标签 | 指向提交 | 说明 |
 |------|----------|------|
+| `snapshot/20260726-2` | `4a79e01` | 2026-07-26 午：执行手册脑图（业务主题）、`.xmind` 按二进制入库、去掉缩略图避免 Gitea raw 换行损坏 |
+| `snapshot/20260726` | `a2075ba` | 2026-07-26：Gate划转币种大写修复、系统设置划转页签停留、自动划转账户/币种下拉默认、期权「按可用余额打满」=min(余额,单笔预算)及说明 |
+| `snapshot/20260724` | `890659f` | 2026-07-24：执行手册v2(无对冲)、监控/策略页签显隐、内照明心期权档案同步、期权开平仓微信必发、实例导航显隐关键位/实盘下单等 |
 | `snapshot/20260723-2` | `9e0591c` | 2026-07-23：策略对比页（合约/单期权/期期7:3）、监控与看板隐藏浮盈偏好、对比页卡片内边距等 |
 | `snapshot/20260723-pre-amp-stats` | `40be3a5` | 2026-07-23：振幅统计开发前；含执行手册进教练、日亏损冻结、手机监控 UI、振幅统计开发方案等 |
 | `snapshot/20260721-2` | `a721642` | 2026-07-21 晚：日亏损次数冻结、交易执行手册入中控策略说明、期权/Gate 执行手册文档等 |
@@ -28,7 +31,7 @@
 git tag -l 'snapshot/*'
 
 # 检出快照（只读查看，勿在此分支直接开发）
-git checkout snapshot/20260723-2
+git checkout snapshot/20260726-2
 
 # 回到主线
 git checkout main

docs/服务说明与报价说明.md

@@ -0,0 +1,148 @@
+# 服务说明与报价说明
+
+> 本文说明本系统的定位、适用对象、托管方式与参考报价。  
+> 配套文件：`著作权声明.md`、`软件使用授权合同-模板.md`（托管服务与软件使用合同）。  
+> **本系统以著作权人自用为主**；对外托管属个案合作，并非标准化「卖工具」业务。
+
+---
+
+## 1. 这是什么
+
+`crypto_monitor`（加密货币交易监控与中控系统）由著作权人 **马建军** 历时约三个月持续开发，用于自身实盘交易中的：
+
+- 多交易所实例监控与下单辅助  
+- 风控与纪律约束（如日亏冻结、执行规则落地到系统）  
+- 复盘、关键位、期权/合约相关流程（以实际开通功能为准）  
+- 中控统一查看与管理  
+
+开发目的首先是：**把交易习惯钉进系统，减少情绪单与随意操作**，而不是面向市场量产销售的通用软件商品。
+
+---
+
+## 2. 定位与适用对象
+
+### 2.1 定位
+
+| 是 | 不是 |
+|----|------|
+| 全职（或准全职）交易者的执行与纪律系统 | 兼职「玩玩」的下单插件 |
+| 规则、限制、复盘一起用的工作台 | 帮你加杠杆、追涨杀跌的「发财工具」 |
+| 著作权人自用为主；对外仅少量托管 | 开源产品或标准化 SaaS 大卖场 |
+
+### 2.2 适合
+
+- 以交易为主要工作、愿意按规则执行的人  
+- 认同执行手册与系统内限制（含开仓限制、冻结等）  
+- 接受「一户一机、不交付源码、按期付费」的托管方式  
+- 账户规模与付费意愿匹配（服务费不应明显高于可承受的交易成本）
+
+### 2.3 不适合（一般不承接）
+
+- 兼职、偶尔开几单的小散  
+- 只想要更快开仓、更高杠杆，不愿接受纪律约束  
+- 要求交付源码、私有仓库权限或「买断随便改」  
+- 希望多人共用一台服务器以压低费用  
+
+**说明：** 不适合不等于否定任何人，而是产品与服务形态不匹配；强行上线往往浪费双方时间。
+
+---
+
+## 3. 对外怎么提供（若合作）
+
+默认且唯一推荐的方式：
+
+1. **著作权人提供专属服务器**（一用户一服务器，不与其他客户共用）  
+2. **部署中控与实例**，配置域名 / HTTPS  
+3. 客户仅获得 **访问地址 + 登录账号**  
+4. **不交付源代码**、不开放 Git、不移交服务器 root（由甲方代持运维）  
+
+合作前建议：先阅读相关执行/行为说明，确认认同纪律设计，再谈部署与费用。
+
+正式合作须签署《托管服务与软件使用合同》（见合同模板）。
+
+---
+
+## 4. 费用构成
+
+费用分四项，建议在报价单中分列，避免被理解成「只卖服务器」：
+
+| 费用 | 含义 | 通常周期 |
+|------|------|----------|
+| 服务器费用 | 该客户专属云主机、带宽、磁盘等 | 月 / 年 |
+| 域名费用 | 域名注册或续费（代持或客户自带域名） | 年 |
+| 部署费用 | 首次装机、证书、上线、基础培训 | 一次性 |
+| 程序使用费 | 软件托管使用权、基础更新与运维响应 | 月 / 年 |
+
+续费年一般不再收部署费（大改版或迁移可另议）。
+
+---
+
+## 5. 参考报价（非标价，可协商）
+
+以下为**面向全职交易者、个案托管**的参考区间（人民币）。  
+因以自用为主、名额有限，实际以当时口头/书面报价为准，可高于下列下限。
+
+### 5.1 分项参考
+
+| 项目 | 参考区间 | 备注 |
+|------|----------|------|
+| 服务器费用 | **200–400 元/月** | 按机型实报或固定档；专属机，不共用 |
+| 域名费用 | **60–120 元/年** | 实报实销；客户自带域名可减免 |
+| 部署费用 | **2,000–5,000 元** | 一次性；含上线与基础使用说明 |
+| 程序使用费 | **1,000–2,500 元/月** 或 **10,000–25,000 元/年** | 年付可相当于少收 1～2 个月 |
+
+### 5.2 首年打包示意（便于沟通）
+
+| 档位 | 首年大约量级 | 思路 |
+|------|--------------|------|
+| 协作档 | 约 **1.5–2.5 万** | 部署中档 + 服务器 + 使用费中低 |
+| 标准档 | 约 **2–4 万** | 部署与使用费取中高，含优先响应 |
+
+**不提供：** 低价引流套餐、兼职小资金特惠、源码买断（若极少数个案谈源码，须另签合同且价格远高于年使用费，默认不做）。
+
+### 5.3 付款与停服
+
+- 部署费 + 首周期费用：签约后约定日内支付，到账后排期部署  
+- 续费：到期前支付；逾期可暂停访问，严重逾期可停服并释放专属服务器  
+- 细节以合同条款为准  
+
+---
+
+## 6. 服务边界（简要）
+
+**甲方（马建军）合理范围内可提供：**
+
+- 专属机上的首次部署与基础运维  
+- 程序常规更新、进程异常处理  
+- 约定范围内的使用说明  
+
+**一般不包含（除非另议）：**
+
+- 代客交易、代管资金、投资建议  
+- 保证盈利或胜率  
+- 7×24 即时响应当成「专职客服」  
+- 按客户要求无限改需求而不另计定制费  
+
+交易盈亏由客户自行承担；系统为辅助与纪律工具。
+
+---
+
+## 7. 知识产权
+
+- 软件与文档著作权归 **马建军** 所有，见 `著作权声明.md`  
+- 托管仅授权约定范围内的使用权，**不转移著作权、不交付源码**  
+- 仓库为私有保存；私有不影响著作权主张  
+
+---
+
+## 8. 联系
+
+- 著作权人 / 服务提供方：马建军  
+- 电话：18364911125  
+
+意向合作请说明：交易经验与是否全职、大致账户规模（可不精确）、希望开通的交易所、是否接受系统纪律限制。  
+**谢绝：** 仅询源码价格、要求多人共用一台服务器、明确表示不接受任何交易限制的需求。
+
+---
+
+*文档版本：与仓库同步维护；报价为参考，最终以双方确认的报价单与合同为准。*

docs/期权用法.md

@@ -74,10 +74,15 @@ OKX_OPTIONS_API_PASSPHRASE=...
 
 ## 5. 微信提醒
 
-当某笔持仓 **未实现盈亏 ≥ 已付权利金的 100%**(翻倍)时,会发 **一条** 企业微信提醒(同一笔只提醒一次).
-
 需已配置 `WECHAT_WEBHOOK`.
 
+| 场景 | 标题 | 说明 |
+|------|------|------|
+| **开仓** | 【OKX期权·开仓】 | 下单成功并写入本地后必发(幂等) |
+| **平仓** | 【OKX期权·平仓】 | 手动全平 / 目标位全平 / 到期或交易所平仓同步后必发(幂等) |
+| 浮盈翻倍 | 【OKX期权·翻倍提醒】 | 未实现盈亏 ≥ 已付权利金约 100%,同一笔只提醒一次 |
+| 挂单超时撤销 | 【OKX期权·挂单超时撤销】 | 平仓挂单超时被系统撤销 |
+
 ## 6. 与永续 / 对冲计划的关系
 
 | | 永续(子账户) | 期权(主账户) |

docs/著作权声明.md

@@ -0,0 +1,50 @@
+# 著作权声明
+
+## 作品信息
+
+| 项 | 内容 |
+|----|------|
+| 作品名称 | crypto_monitor（加密货币交易监控与中控系统） |
+| 作品形式 | 计算机软件及相关技术文档 |
+| 著作权人 | 马建军 |
+| 联系电话 | 18364911125 |
+| 权利主张起始 | 2026 年（以本仓库首次提交及后续持续开发为准） |
+
+## 权利声明
+
+本仓库所含下列内容之著作权归 **马建军** 所有：
+
+1. 源代码、脚本、配置模板与部署相关文件；  
+2. 界面文案、说明文档、执行手册、策略与设计类文档；  
+3. 由著作权人创作并纳入本仓库的图表、脑图及其他配套材料。
+
+**Copyright © 2026 马建军. 保留所有权利。**
+
+未经著作权人书面许可，任何单位或个人不得擅自：
+
+- 复制、传播、公开披露本仓库全部或部分内容；  
+- 出售、出租、赠与或以任何方式向第三方提供本软件或其衍生版本；  
+- 删除或篡改本声明及表明著作权归属的标识。
+
+本仓库计划以私有方式保存；私有并不影响著作权人对本作品享有的权利。
+
+## 证明与版本痕迹
+
+本作品的创作过程以 Git 提交历史、远程私有仓库记录及快照标签（如 `snapshot/*`）为时间线依据。著作权主张以本声明与上述开发痕迹为准。
+
+## 免责（与著作权并列说明）
+
+本软件及相关文档仅供著作权人授权范围内的交易辅助与内部使用。市场有风险，交易决策与盈亏由使用者自行承担；本声明不构成任何投资建议。
+
+## 对外提供方式
+
+著作权人对外提供本软件的**默认方式**为：由著作权人为每位客户提供**专属服务器**（一用户一服务器，不与其他客户共用同一台机器）与部署，客户通过访问地址与账号使用，并缴纳服务器费、域名费、部署费及程序使用费；**不交付源代码**。
+
+对外托管或授权使用时，请签署《托管服务与软件使用合同》（模板见同目录 `软件使用授权合同-模板.md`）。服务定位、适用对象与参考报价见 `服务说明与报价说明.md`。未签署有效合同的，除著作权人本人外，任何人均无权使用、复制或传播本软件。
+
+## 联系
+
+- 著作权人：马建军  
+- 电话：18364911125  
+
+本声明随仓库版本一并维护；如有更新，以仓库中最新文本为准。

docs/软件使用授权合同-模板.md

@@ -0,0 +1,192 @@
+# 托管服务与软件使用合同（模板）
+
+> 说明：本文为**合同模板**，适用于甲方（马建军）提供**专属服务器**与部署、乙方通过网页/账号使用软件、**不交付源码**的托管模式。  
+> **一用户一服务器**：每位客户单独一台（套）服务器，不与其他客户共用同一台服务器。  
+> 与仓库内《著作权声明》配套：声明主张权利；本合同约定服务范围、费用与使用边界。  
+> 签署前请双方核对条款；金额较大或长期合作，建议再请律师审阅。
+
+---
+
+**合同编号：** ________________  
+**签订日期：** ______ 年 ____ 月 ____ 日  
+**签订地点：** ________________
+
+## 甲方（服务提供方 / 著作权人）
+
+| 项 | 内容 |
+|----|------|
+| 姓名 | 马建军 |
+| 联系电话 | 18364911125 |
+| 身份证件号码 | ________________（签署时填写） |
+| 住址 | ________________（签署时填写，选填） |
+
+## 乙方（客户 / 使用方）
+
+| 项 | 内容 |
+|----|------|
+| 姓名 / 名称 | ________________ |
+| 证件类型及号码 | ________________ |
+| 联系电话 | ________________ |
+| 住址 / 住所地 | ________________（选填） |
+
+甲乙双方就甲方在其控制的服务器上部署、运维 `crypto_monitor`（加密货币交易监控与中控系统，以下称「本软件」），并向乙方提供**托管使用服务**，经协商一致，订立本合同。
+
+---
+
+## 第一条 服务内容与交付方式
+
+1.1 **服务模式**：甲方为乙方提供**专属**云服务器（或等价专属托管环境）、域名解析（或子域名）、程序部署与运行维护；乙方通过甲方提供的 **访问地址与账号** 使用本软件，**不交付、不提供** 源代码、私有仓库权限、部署脚本全集或可用于独立重建系统的技术资料。
+
+1.2 **一用户一服务器**：本合同项下服务器**仅供乙方使用**，不与其他客户共用同一台服务器、同一操作系统实例或同一套生产部署环境。甲方不得将其他客户的程序、数据或账号部署于本合同约定的专属服务器上。
+
+1.3 **交付物**（勾选实际提供项）：  
+- [ ] 专属服务器标识 / 实例 ID（选填）：________________  
+- [ ] 中控访问地址：________________  
+- [ ] 实例访问地址（交易所）：________________ / ________________ / ________________  
+- [ ] 登录账号：________________（或另行发放）  
+- [ ] 使用说明 / 培训（____ 次，每次 ____ 分钟，选填）  
+
+1.4 **不包含**（除非另签书面补充协议并另付费）：源码转让、源码只读权限、独立私有化部署包、二次开发源代码交付、数据库完整镜像导出用于迁移至第三方系统、服务器 root/控制台账号移交（服务器由甲方代持运维）。
+
+1.5 本软件著作权及部署架构归甲方所有。专属服务器的云账号/机器所有权或租赁关系由甲方管理，乙方取得的是**该服务器上本软件的有限使用权**，不转让著作权、商标权、服务器所有权及其他知识产权。
+
+---
+
+## 第二条 授权范围与使用限制
+
+2.1 **授权性质**：普通、非独占、不可再许可；仅限本合同约定的**专属服务器**及域名/访问地址范围内使用。
+
+2.2 **使用主体**：仅限乙方本人及经甲方书面确认的 ______ 名操作人员；账号不得转借、共享给合同外第三方。
+
+2.3 **使用目的**：仅限乙方自身交易辅助、内部监控与运营；不得将本软件或实质相同的功能作为产品/服务向不特定公众或第三方收费提供。
+
+2.4 **服务期限**：  
+- 自 ______ 年 ____ 月 ____ 日起，至 ______ 年 ____ 月 ____ 日止；  
+- 期满前 ______ 日双方可协商续签；期满未续费且未书面延期的，甲方有权停服并回收该专属服务器资源。
+
+2.5 乙方不得实施下列行为：  
+1. 要求或试图获取源码、Git 仓库、服务器 root/云控制台权限（合同另有约定的除外）；  
+2. 复制、传播、截图外传足以重建系统的架构说明、配置全集或程序文件；  
+3. 对系统进行反向工程、抓包重建、或委托他人仿制同类托管产品对外经营；  
+4. 将访问账号、域名、API 密钥用于合同约定外的用途或转售；  
+5. 攻击、扫描本合同专属服务器或甲方其他基础设施。
+
+---
+
+## 第三条 费用与支付
+
+3.1 乙方按下列项目向甲方支付费用（勾选并填写金额；可打包为「标准套餐价」并在备注中列明分项）：
+
+| 费用项目 | 说明 | 金额（元） | 计费周期 |
+|----------|------|------------|----------|
+| 服务器费用 | **乙方专属**云主机、带宽、磁盘等（不与其他客户分摊同一台机器） | ¥ ______ | □月付 □年付 |
+| 域名费用 | 域名注册/续费（域名归属：□甲方代持 □乙方自有，解析由甲方配置） | ¥ ______ | □年付 |
+| 部署费用 | 在专属服务器上首次环境搭建、证书、实例与中控上线（一次性） | ¥ ______ | 一次性 |
+| 程序使用费 | 本软件托管使用权、日常更新与基础运维 | ¥ ______ | □月付 □年付 |
+
+3.2 **合计**（首年 / 首月应付）：人民币（大写）________________ 元整（¥ ________）。  
+
+3.3 **支付方式与时间**：________________（如：签约后 ____ 日内付部署费+首周期费用；之后每 ____ 提前 ____ 日支付续费）。  
+
+3.4 **续费**：服务期满前，乙方按 3.1 约定支付下一周期费用；逾期超过 ______ 日未付的，甲方有权暂停服务；逾期超过 ______ 日仍未付的，甲方有权解除合同并停服，已付未消费部分按实际服务天数抵扣后退还（部署费是否退还：□不退 □按约定 ________________）。  
+
+3.5 **价格调整**：续签时，因云厂商涨价、域名涨价或功能范围扩大，甲方可提前 ______ 日书面通知调整后续周期价格；乙方不同意调整的，可在当前周期结束后不再续签。
+
+3.6 [ ] 本次为试用 / 友情托管：期限至 ______，费用减免 ________________，乙方仍须遵守第二条全部限制。
+
+---
+
+## 第四条 部署、运维与更新
+
+4.1 **甲方责任**（合理范围内）：  
+- 按约定完成首次部署并使乙方可以登录使用；  
+- 程序版本更新、安全补丁、PM2/进程异常重启等**基础运维**（具体 SLA：________________，如「工作日 24 小时内响应」）；  
+- 因交易所 API 变更导致的**常规适配**（重大重构另议）。
+
+4.2 **乙方责任**：  
+- 提供合法有效的交易所 API 等密钥信息，并保证账户使用合规；  
+- 妥善保管登录密码；因乙方泄露导致的损失由乙方承担；  
+- 按约定及时支付各项费用。
+
+4.3 **数据**：乙方在系统中的交易记录、配置等业务数据归属乙方，并存放于本合同专属服务器；甲方为运维可接触相关数据，但不得用于合同约定外的目的，亦不得将乙方数据混存于其他客户服务器。合同终止后，乙方可申请导出**业务数据**（格式：________________，费用：________________）；**不包含**源码与部署环境镜像。
+
+4.4 **停服与备份**：甲方在停服前 ______ 日通知乙方（因乙方欠费紧急停服除外）；停服后该专属服务器上的数据保留 ______ 日，逾期可删除并释放服务器资源。
+
+---
+
+## 第五条 保密
+
+5.1 乙方对知悉的本软件存在、界面逻辑、非公开功能、报价及甲方技术方案负有保密义务。  
+
+5.2 甲方对乙方的 API 密钥、账户信息负有保密义务，除运维必需与法律要求外不得向第三方披露。  
+
+5.3 保密期限：合同存续期间及终止后 ______ 年（未填则视为 5 年）。
+
+---
+
+## 第六条 免责与风险提示
+
+6.1 本软件为交易辅助工具，不构成投资建议。市场有风险，乙方交易决策与盈亏自行承担。  
+
+6.2 因行情、交易所接口变更、网络故障、云厂商故障、乙方误操作等导致的交易或间接损失，在法律允许范围内甲方不承担责任；因甲方故意或重大过失造成的服务长时间不可用除外（可约定：连续不可用超过 ____ 小时按比例退还当期程序使用费）。  
+
+6.3 甲方保证其有权提供本托管服务并享有本软件著作权；乙方保证身份信息及资金账户来源合法。
+
+---
+
+## 第七条 违约责任
+
+7.1 乙方欠费、外传账号、试图获取源码或违反第二条的，甲方有权**暂停或立即终止服务**，并要求：  
+1. 停止违约行为；  
+2. 支付欠费及违约金人民币 ________ 元（或按实际损失）；  
+3. 赔偿甲方维权合理费用。
+
+7.2 甲方无正当理由逾期未完成首次部署超过 ______ 日，或恶意长期停服且无合理解释的，乙方有权解除合同并要求退还已付未消费部分（部署费处理按 3.4 约定）。
+
+---
+
+## 第八条 合同解除与终止
+
+8.1 协商一致可书面解除。  
+
+8.2 一方严重违约，守约方书面通知后 ______ 日内仍未改正的，守约方可解除。  
+
+8.3 终止后：乙方停止使用；甲方关闭访问权限；双方按第四条、第五条履行数据与保密义务。
+
+---
+
+## 第九条 争议解决
+
+因本合同引起的争议，双方协商解决；协商不成的，提交甲方住所地有管辖权的人民法院诉讼解决（或：提交 ________ 仲裁委员会仲裁）。
+
+---
+
+## 第十条 其他
+
+10.1 未尽事宜可签订补充协议。  
+
+10.2 本合同一式贰份，甲乙双方各执壹份，具有同等法律效力。  
+
+10.3 附件（如有）：□《著作权声明》副本　□《服务说明与报价说明》　□ 服务清单 / 报价单　□ 域名与实例列表　□ 其他：________  
+
+---
+
+## 签署栏
+
+**甲方（服务提供方 / 著作权人）：**  
+
+签名：________________　　日期：______ 年 ____ 月 ____ 日  
+
+**乙方（客户）：**  
+
+签名 / 盖章：________________　　日期：______ 年 ____ 月 ____ 日  
+
+---
+
+## 填写提示（签署前可删本段）
+
+1. **标准商业路径**：专属服务器费 + 域名费 + 部署费（首单）+ 程序使用费（按月/年）— 四项建议在报价单里写清，合同 3.1 表格与报价一致。  
+2. **一用户一服务器**：新客户开新机器；不要把多名客户塞进同一台 VPS。  
+3. **源码**：默认一律不交付；若客户坚持私有化，应另签高价「源码许可/买断」合同，与本托管模板分开。  
+4. **自用**：著作权人本人使用无需签本合同，见《著作权声明》。  
+5. **不要**在仓库添加开源 `LICENSE`（MIT 等），与「保留所有权利 + 托管授权」冲突。

lib/common/static/instance_embed.js

@@ -61,6 +61,11 @@
     document.querySelectorAll(".embed-top-nav [data-embed-tab]").forEach((a) => {
       a.classList.toggle("active", a.getAttribute("data-embed-tab") === tab);
     });
+    if (global.InstanceMobileNav && typeof global.InstanceMobileNav.onTabChange === "function") {
+      global.InstanceMobileNav.onTabChange(tab);
+    } else if (global.InstanceMobileNav && typeof global.InstanceMobileNav.syncTabActive === "function") {
+      global.InstanceMobileNav.syncTabActive(tab);
+    }
   }
 
   function pageNavAllowed(tab) {
@@ -235,9 +240,57 @@
     const parts = [];
     if (qs) parts.push(qs);
     parts.push("embed=1");
+    if (tab === "settings") {
+      try {
+        const st = new URLSearchParams(location.search).get("settings_tab");
+        if (st) parts.push("settings_tab=" + encodeURIComponent(st));
+      } catch (_) {}
+    }
     return url + "?" + parts.join("&");
   }
 
+  function setSettingsSubTabInUrl(key) {
+    if (!key) return;
+    try {
+      const q = new URLSearchParams(location.search);
+      q.set("tab", "settings");
+      q.set("settings_tab", key);
+      q.set("embed", "1");
+      history.replaceState(null, "", "/embed?" + q.toString());
+    } catch (_) {}
+  }
+
+  function activateSettingsSubTab(key) {
+    if (!key) return;
+    setSettingsSubTabInUrl(key);
+    const pane = tabPanes.get("settings") || document;
+    const radio = pane.querySelector(
+      'input.env-tab-radio[data-settings-tab="' + key + '"]'
+    );
+    if (radio) radio.checked = true;
+  }
+
+  function formActionPath(form) {
+    try {
+      return new URL(form.action || "", location.href).pathname.replace(/\/$/, "") || "/";
+    } catch (_) {
+      return "";
+    }
+  }
+
+  function maybeKeepSettingsSubTabAfterForm(form) {
+    const path = formActionPath(form);
+    if (path === "/manual_transfer") {
+      setSettingsSubTabInUrl("transfer");
+      return "transfer";
+    }
+    if (path.indexOf("/api/options/transfer") >= 0 || path.indexOf("/api/options/cross-transfer") >= 0) {
+      setSettingsSubTabInUrl("options_transfer");
+      return "options_transfer";
+    }
+    return "";
+  }
+
   async function fetchTabHtml(tab) {
     const r = await fetch(embedPageUrl(tab), {
       credentials: "same-origin",
@@ -400,14 +453,15 @@
       }
     }
     const fd = new FormData(form);
+    const keepSub = maybeKeepSettingsSubTabAfterForm(form);
     return fetch(form.action, {
       method: form.method || "POST",
       body: fd,
       credentials: "same-origin",
       redirect: "manual",
     })
-      .then(() => reloadCurrentTab())
-      .catch(() => reloadCurrentTab());
+      .then(() => reloadCurrentTab().then(() => activateSettingsSubTab(keepSub)))
+      .catch(() => reloadCurrentTab().then(() => activateSettingsSubTab(keepSub)));
   }
 
   function patchApplyListWindow() {
@@ -466,14 +520,15 @@
         if (CUSTOM_SUBMIT_FORM_IDS.has(form.id)) return;
         ev.preventDefault();
         const fd = new FormData(form);
+        const keepSub = maybeKeepSettingsSubTabAfterForm(form);
         fetch(form.action, {
           method: form.method || "POST",
           body: fd,
           credentials: "same-origin",
           redirect: "manual",
         })
-          .then(() => reloadCurrentTab())
-          .catch(() => reloadCurrentTab());
+          .then(() => reloadCurrentTab().then(() => activateSettingsSubTab(keepSub)))
+          .catch(() => reloadCurrentTab().then(() => activateSettingsSubTab(keepSub)));
       },
       true
     );

lib/common/static/instance_mobile_nav.js

@@ -0,0 +1,177 @@
+/**
+ * 实例手机壳: ≤720px 底栏 +「更多」,与 embed soft-nav 同步.
+ */
+(function (global) {
+  const PRIMARY = { trade: 1, key_monitor: 1, options: 1 };
+  const MQ = "(max-width: 720px)";
+
+  function isEmbedShell() {
+    return document.body && document.body.getAttribute("data-embed-shell") === "1";
+  }
+
+  function isMobileLayout() {
+    return window.matchMedia(MQ).matches;
+  }
+
+  function syncPhoneClass() {
+    if (!document.body) return;
+    document.body.classList.toggle("inst-phone", isMobileLayout());
+  }
+
+  function currentTab() {
+    if (global.InstanceEmbed && typeof global.InstanceEmbed.getTab === "function") {
+      return global.InstanceEmbed.getTab();
+    }
+    try {
+      const t = new URLSearchParams(location.search).get("tab");
+      if (t) return t;
+    } catch (_) {}
+    return (document.body && document.body.getAttribute("data-page")) || "trade";
+  }
+
+  function closeMore() {
+    document.body.classList.remove("inst-mobile-more-open");
+    const more = document.getElementById("inst-mobile-more");
+    const btn = document.getElementById("inst-m-tab-more");
+    if (more) more.setAttribute("aria-hidden", "true");
+    if (btn) btn.setAttribute("aria-expanded", "false");
+    syncTabActive(currentTab());
+  }
+
+  function openMore() {
+    if (!isMobileLayout()) return;
+    document.body.classList.add("inst-mobile-more-open");
+    const more = document.getElementById("inst-mobile-more");
+    const btn = document.getElementById("inst-m-tab-more");
+    if (more) more.setAttribute("aria-hidden", "false");
+    if (btn) btn.setAttribute("aria-expanded", "true");
+    syncTabActive(currentTab());
+  }
+
+  function toggleMore() {
+    if (document.body.classList.contains("inst-mobile-more-open")) closeMore();
+    else openMore();
+  }
+
+  function syncTabActive(tab) {
+    const page = tab || currentTab();
+    const primary = !!PRIMARY[page];
+    const moreOpen = document.body.classList.contains("inst-mobile-more-open");
+    document.querySelectorAll("#inst-mobile-tabbar .inst-m-tab").forEach((el) => {
+      const t = el.getAttribute("data-embed-tab") || "";
+      let on = false;
+      if (t === "more") on = moreOpen || !primary;
+      else on = !moreOpen && t === page;
+      el.classList.toggle("active", on);
+    });
+    document.querySelectorAll("#inst-mobile-more .inst-mobile-more-nav [data-embed-tab]").forEach((a) => {
+      a.classList.toggle("active", a.getAttribute("data-embed-tab") === page);
+    });
+  }
+
+  /** embed 切页时关闭「更多」并同步高亮 */
+  function onTabChange(tab) {
+    document.body.classList.remove("inst-mobile-more-open");
+    const more = document.getElementById("inst-mobile-more");
+    const btn = document.getElementById("inst-m-tab-more");
+    if (more) more.setAttribute("aria-hidden", "true");
+    if (btn) btn.setAttribute("aria-expanded", "false");
+    syncTabActive(tab);
+  }
+
+  function goTab(tab) {
+    if (!tab || tab === "more") return;
+    closeMore();
+    if (global.InstanceEmbed && typeof global.InstanceEmbed.loadTab === "function") {
+      if (tab === currentTab()) {
+        syncTabActive(tab);
+        return;
+      }
+      void global.InstanceEmbed.loadTab(tab);
+      return;
+    }
+    const pathMap = {
+      dashboard: "/dashboard",
+      key_monitor: "/key_monitor",
+      trade: "/trade",
+      strategy: "/strategy",
+      strategy_records: "/strategy/records",
+      options: "/options",
+      options_review: "/options/review",
+      hedge_plan: "/hedge-plan",
+      records: "/records",
+      stats: "/stats",
+      risk_policy: "/risk_policy",
+      system_guide: "/system_guide",
+      env_config: "/env_config",
+      settings: "/settings",
+    };
+    location.href = pathMap[tab] || "/trade";
+  }
+
+  function bindChrome() {
+    const moreBtn = document.getElementById("inst-m-tab-more");
+    const backdrop = document.getElementById("inst-mobile-more-backdrop");
+    const closeBtn = document.getElementById("inst-mobile-more-close");
+    if (moreBtn) {
+      moreBtn.addEventListener("click", (ev) => {
+        ev.preventDefault();
+        toggleMore();
+      });
+    }
+    if (backdrop) backdrop.addEventListener("click", closeMore);
+    if (closeBtn) closeBtn.addEventListener("click", closeMore);
+    document.addEventListener("keydown", (ev) => {
+      if (ev.key === "Escape" && document.body.classList.contains("inst-mobile-more-open")) {
+        closeMore();
+      }
+    });
+
+    document.querySelectorAll("#inst-mobile-tabbar .inst-m-tab[data-embed-tab]").forEach((el) => {
+      if (el.getAttribute("data-embed-tab") === "more") return;
+      el.addEventListener("click", (ev) => {
+        if (ev.ctrlKey || ev.metaKey || ev.shiftKey || ev.altKey) return;
+        ev.preventDefault();
+        goTab(el.getAttribute("data-embed-tab"));
+      });
+    });
+    document.querySelectorAll("#inst-mobile-more .inst-mobile-more-nav [data-embed-tab]").forEach((a) => {
+      a.addEventListener("click", (ev) => {
+        if (ev.ctrlKey || ev.metaKey || ev.shiftKey || ev.altKey) return;
+        ev.preventDefault();
+        goTab(a.getAttribute("data-embed-tab"));
+      });
+    });
+  }
+
+  function boot() {
+    if (!isEmbedShell()) return;
+    if (!document.getElementById("inst-mobile-tabbar")) return;
+    syncPhoneClass();
+    bindChrome();
+    syncTabActive(currentTab());
+    let resizeTimer = null;
+    window.addEventListener("resize", () => {
+      clearTimeout(resizeTimer);
+      resizeTimer = setTimeout(() => {
+        const was = document.body.classList.contains("inst-phone");
+        syncPhoneClass();
+        if (!isMobileLayout()) closeMore();
+        else if (!was) syncTabActive(currentTab());
+      }, 120);
+    });
+  }
+
+  global.InstanceMobileNav = {
+    syncTabActive,
+    onTabChange,
+    closeMore,
+    isMobileLayout,
+  };
+
+  if (document.readyState === "loading") {
+    document.addEventListener("DOMContentLoaded", boot);
+  } else {
+    boot();
+  }
+})(typeof window !== "undefined" ? window : globalThis);

lib/common/static/instance_settings_prefs.js

@@ -31,6 +31,8 @@
   function applyDisplayToNav(display) {
     const map = {
       dashboard: "show_nav_dashboard",
+      key_monitor: "show_nav_key_monitor",
+      trade: "show_nav_trade",
       strategy: "show_nav_strategy",
       strategy_records: "show_nav_strategy_records",
       records: "show_nav_records",
@@ -44,14 +46,19 @@
       system_guide: "show_nav_system_guide",
       env_config: "show_nav_env_config",
     };
-    document.querySelectorAll(".embed-top-nav [data-embed-tab], .top-nav a[href^='/']").forEach((a) => {
-      const tab = a.getAttribute("data-embed-tab") || (a.getAttribute("href") || "").replace(/^\//, "").split("?")[0];
-      const key = map[tab];
-      if (!key) return;
-      const show = navPrefShow(display, key);
-      a.classList.toggle("nav-hidden", !show);
-      a.style.display = show ? "" : "none";
-    });
+    document
+      .querySelectorAll(
+        ".embed-top-nav [data-embed-tab], .top-nav a[href^='/'], #inst-mobile-tabbar [data-embed-tab], #inst-mobile-more [data-embed-tab]"
+      )
+      .forEach((a) => {
+        const tab = a.getAttribute("data-embed-tab") || (a.getAttribute("href") || "").replace(/^\//, "").split("?")[0];
+        if (tab === "more") return;
+        const key = map[tab];
+        if (!key) return;
+        const show = navPrefShow(display, key);
+        a.classList.toggle("nav-hidden", !show);
+        a.style.display = show ? "" : "none";
+      });
     global.__INSTANCE_DISPLAY__ = display;
   }
 
@@ -59,6 +66,8 @@
     const d = DISPLAY();
     const map = {
       dashboard: "show_nav_dashboard",
+      key_monitor: "show_nav_key_monitor",
+      trade: "show_nav_trade",
       strategy: "show_nav_strategy",
       strategy_records: "show_nav_strategy_records",
       records: "show_nav_records",

lib/common/static/instance_theme.css

@@ -5526,3 +5526,441 @@ html[data-theme="light"] .options-review-wrap .or-reviewed-table tbody tr:hover
   color: #ff8b8b;
 }
 
+/* —— 实例手机壳:底栏四件套(仅 ≤720px + body.inst-phone) —— */
+.inst-mobile-tabbar,
+.inst-mobile-more,
+.instance-phone-only {
+  display: none;
+}
+
+@media (max-width: 720px) {
+  :root {
+    --inst-m-tabbar-h: 56px;
+    --inst-m-page-pad: calc(var(--inst-m-tabbar-h) + max(16px, env(safe-area-inset-bottom)) + 12px);
+  }
+
+  /* 仅手机壳:不碰 >720 桌面/平板。overflow 放 container,避免裁切 fixed 下单弹窗 */
+  body.inst-phone {
+    padding-bottom: var(--inst-m-page-pad) !important;
+    box-sizing: border-box;
+  }
+
+  body.inst-phone .embed-top-nav.top-nav {
+    display: none !important;
+  }
+
+  body.inst-phone .header {
+    margin-bottom: 4px;
+  }
+
+  body.inst-phone .header h1 {
+    display: none !important;
+  }
+
+  body.inst-phone .container {
+    padding-bottom: 8px !important;
+    max-width: 100% !important;
+    min-width: 0 !important;
+    overflow-x: hidden !important;
+  }
+
+  body.inst-phone #embed-page-root,
+  body.inst-phone .embed-tab-pane,
+  body.inst-phone .embed-tab-pane.is-active-pane {
+    max-width: 100%;
+    min-width: 0;
+    overflow-x: hidden;
+  }
+
+  body.inst-phone .card {
+    max-width: 100%;
+    min-width: 0;
+    box-sizing: border-box;
+  }
+
+  body.inst-phone .instance-header-toolbar {
+    flex-direction: row;
+    align-items: center;
+    justify-content: space-between;
+    gap: 8px;
+  }
+
+  body.inst-phone .instance-header-toolbar-end {
+    width: auto;
+    margin-left: auto;
+  }
+
+  body.inst-phone .instance-phone-only {
+    display: flex;
+  }
+
+  body.inst-phone .instance-header-phone-strip {
+    display: grid;
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+    gap: 6px;
+    margin-top: 8px;
+    padding-top: 8px;
+    border-top: 1px solid rgba(255, 255, 255, 0.06);
+    width: 100%;
+  }
+
+  html[data-theme="light"] body.inst-phone .instance-header-phone-strip {
+    border-top-color: rgba(0, 0, 0, 0.08);
+  }
+
+  body.inst-phone .inst-phone-chip {
+    display: flex;
+    align-items: baseline;
+    justify-content: space-between;
+    gap: 6px;
+    min-height: 32px;
+    min-width: 0;
+    padding: 6px 8px;
+    border-radius: 8px;
+    background: rgba(255, 255, 255, 0.04);
+    border: 1px solid rgba(255, 255, 255, 0.06);
+    font-size: 12px;
+    color: var(--inst-text);
+  }
+
+  html[data-theme="light"] body.inst-phone .inst-phone-chip {
+    background: rgba(0, 0, 0, 0.03);
+    border-color: rgba(0, 0, 0, 0.08);
+  }
+
+  body.inst-phone .inst-phone-chip em {
+    font-style: normal;
+    color: var(--inst-muted);
+    font-size: 11px;
+    flex: 0 0 auto;
+  }
+
+  body.inst-phone .inst-phone-chip b {
+    font-weight: 600;
+    min-width: 0;
+    overflow: hidden;
+    text-overflow: ellipsis;
+    white-space: nowrap;
+    text-align: right;
+  }
+
+  body.inst-phone .inst-phone-chip--pnl b {
+    color: var(--inst-nav-idle);
+  }
+
+  /* 实盘/关键位等表单:窄屏拉满,避免挤成一行裁切 */
+  body.inst-phone #add-order-form.form-row,
+  body.inst-phone form.form-row {
+    align-items: stretch;
+  }
+
+  body.inst-phone #add-order-form.form-row > input:not([type="checkbox"]):not([type="radio"]),
+  body.inst-phone #add-order-form.form-row > select,
+  body.inst-phone #add-order-form #sltp-mode,
+  body.inst-phone form.form-row > input:not([type="checkbox"]):not([type="radio"]),
+  body.inst-phone form.form-row > select {
+    flex: 1 1 100% !important;
+    width: 100% !important;
+    max-width: 100% !important;
+    min-width: 0 !important;
+    box-sizing: border-box;
+  }
+
+  body.inst-phone #add-order-form .order-entry-model-row,
+  body.inst-phone #add-order-form .order-time-close-wrap,
+  body.inst-phone #add-order-form > label,
+  body.inst-phone #add-order-form > button {
+    flex: 1 1 100%;
+    max-width: 100%;
+  }
+
+  body.inst-phone #add-order-form .order-entry-model-row select {
+    flex: 1 1 auto;
+    min-width: 0;
+    max-width: 100%;
+  }
+
+  body.inst-phone .order-plan-preview {
+    flex-direction: column;
+    align-items: flex-start;
+    gap: 6px;
+  }
+
+  /* 期权:防止宽表撑破页面;表内横向滑看「操作」 */
+  body.inst-phone .options-page-wrap,
+  body.inst-phone .options-dual-grid,
+  body.inst-phone .options-order-card,
+  body.inst-phone .options-pos-card-wrap {
+    max-width: 100%;
+    min-width: 0;
+  }
+
+  body.inst-phone .options-dual-grid {
+    grid-template-columns: minmax(0, 1fr) !important;
+  }
+
+  body.inst-phone .options-chain-toolbar.form-row {
+    flex-wrap: wrap;
+    gap: 6px;
+  }
+
+  body.inst-phone .options-chain-toolbar .btn-secondary,
+  body.inst-phone .options-chain-toolbar select,
+  body.inst-phone .options-chain-toolbar .opt-chain-view-group,
+  body.inst-phone .options-chain-toolbar .opt-type-btn-group {
+    flex: 0 1 auto;
+    max-width: 100%;
+  }
+
+  body.inst-phone .options-strike-table-wrap,
+  body.inst-phone .options-strike-table-wrap--t,
+  body.inst-phone .options-history-table-wrap,
+  body.inst-phone .table-wrap {
+    display: block;
+    width: 100%;
+    max-width: 100%;
+    overflow-x: auto !important;
+    overflow-y: auto;
+    -webkit-overflow-scrolling: touch;
+    overscroll-behavior-x: contain;
+    touch-action: pan-x pan-y;
+  }
+
+  body.inst-phone .options-strike-table {
+    width: max-content;
+    min-width: 100%;
+  }
+
+  body.inst-phone .options-strike-table th,
+  body.inst-phone .options-strike-table td {
+    white-space: nowrap;
+  }
+
+  /* 列表视图:隐藏合约 / 买一 / 到期平衡 / 距平衡(保留行权价·类型·卖一·操作) */
+  body.inst-phone #opt-strike-head-list th:nth-child(3),
+  body.inst-phone #opt-strike-head-list th:nth-child(5),
+  body.inst-phone #opt-strike-head-list th:nth-child(6),
+  body.inst-phone #opt-strike-head-list th:nth-child(7),
+  body.inst-phone .opt-strike-row:not(.opt-strike-row-t) > td:nth-child(3),
+  body.inst-phone .opt-strike-row:not(.opt-strike-row-t) > td:nth-child(5),
+  body.inst-phone .opt-strike-row:not(.opt-strike-row-t) > td:nth-child(6),
+  body.inst-phone .opt-strike-row:not(.opt-strike-row-t) > td:nth-child(7) {
+    display: none !important;
+  }
+
+  /* 选择后下单弹窗:盖过底栏,可滚动完整显示 */
+  body.inst-phone .opt-order-backdrop {
+    z-index: 2400;
+    align-items: flex-end;
+    justify-content: center;
+    padding: 0;
+    padding-bottom: env(safe-area-inset-bottom);
+    background: rgba(0, 0, 0, 0.72);
+  }
+
+  body.inst-phone .opt-order-backdrop:not([hidden]) {
+    display: flex !important;
+  }
+
+  body.inst-phone .opt-order-dialog {
+    width: 100%;
+    max-width: 100%;
+    max-height: min(88vh, 720px);
+    margin: 0;
+    border-radius: 16px 16px 0 0;
+    padding: 14px 14px calc(14px + env(safe-area-inset-bottom));
+    overflow: auto;
+    -webkit-overflow-scrolling: touch;
+  }
+
+  body.inst-phone .opt-order-dialog .options-order-grid {
+    grid-template-columns: repeat(2, minmax(0, 1fr));
+    gap: 8px;
+  }
+
+  body.inst-phone .options-estimate-row .opt-est-main {
+    flex-wrap: wrap;
+  }
+
+  body.inst-phone .opt-size-mode-bar {
+    flex-wrap: wrap;
+    width: 100%;
+  }
+
+  body.inst-phone .inst-mobile-tabbar {
+    display: flex;
+    position: fixed;
+    left: 0;
+    right: 0;
+    bottom: 0;
+    z-index: 80;
+    height: calc(var(--inst-m-tabbar-h) + env(safe-area-inset-bottom));
+    padding: 0 max(8px, env(safe-area-inset-right)) env(safe-area-inset-bottom)
+      max(8px, env(safe-area-inset-left));
+    align-items: stretch;
+    justify-content: space-around;
+    gap: 2px;
+    background: color-mix(in srgb, #12161f 92%, transparent);
+    border-top: 1px solid rgba(255, 255, 255, 0.08);
+    backdrop-filter: blur(14px);
+    -webkit-backdrop-filter: blur(14px);
+    box-sizing: border-box;
+  }
+
+  html[data-theme="light"] body.inst-phone .inst-mobile-tabbar {
+    background: color-mix(in srgb, #f4f7fb 94%, transparent);
+    border-top-color: rgba(0, 0, 0, 0.1);
+  }
+
+  body.inst-phone .inst-mobile-tabbar .inst-m-tab.nav-hidden {
+    display: none !important;
+  }
+
+  body.inst-phone .inst-m-tab {
+    flex: 1 1 0;
+    min-width: 0;
+    display: inline-flex;
+    align-items: center;
+    justify-content: center;
+    margin: 6px 2px;
+    padding: 0 4px;
+    border: none;
+    border-radius: 10px;
+    background: transparent;
+    color: var(--inst-muted);
+    font: inherit;
+    font-size: 12px;
+    font-weight: 600;
+    letter-spacing: 0.04em;
+    text-decoration: none;
+    cursor: pointer;
+    -webkit-tap-highlight-color: transparent;
+  }
+
+  body.inst-phone .inst-m-tab:hover,
+  body.inst-phone .inst-m-tab:focus-visible {
+    color: var(--inst-text);
+    background: rgba(255, 255, 255, 0.04);
+    outline: none;
+  }
+
+  body.inst-phone .inst-m-tab.active {
+    color: var(--inst-nav-idle);
+    background: rgba(143, 200, 255, 0.12);
+    box-shadow: inset 0 0 0 1px color-mix(in srgb, var(--inst-nav-idle) 35%, transparent);
+  }
+
+  body.inst-phone.inst-mobile-more-open .inst-mobile-more {
+    display: block;
+  }
+
+  body.inst-phone .inst-mobile-more {
+    position: fixed;
+    inset: 0;
+    z-index: 90;
+  }
+
+  body.inst-phone .inst-mobile-more-backdrop {
+    position: absolute;
+    inset: 0;
+    background: rgba(0, 0, 0, 0.45);
+  }
+
+  body.inst-phone .inst-mobile-more-sheet {
+    position: absolute;
+    left: 0;
+    right: 0;
+    bottom: 0;
+    max-height: min(78vh, 560px);
+    overflow: auto;
+    padding: 10px 16px calc(16px + env(safe-area-inset-bottom));
+    border-radius: 16px 16px 0 0;
+    background: #12161f;
+    border: 1px solid rgba(255, 255, 255, 0.1);
+    border-bottom: none;
+    box-shadow: 0 -12px 40px rgba(0, 0, 0, 0.35);
+  }
+
+  html[data-theme="light"] body.inst-phone .inst-mobile-more-sheet {
+    background: #f4f7fb;
+    border-color: rgba(0, 0, 0, 0.1);
+  }
+
+  body.inst-phone .inst-mobile-more-handle {
+    width: 36px;
+    height: 4px;
+    margin: 2px auto 12px;
+    border-radius: 999px;
+    background: rgba(255, 255, 255, 0.2);
+  }
+
+  html[data-theme="light"] body.inst-phone .inst-mobile-more-handle {
+    background: rgba(0, 0, 0, 0.15);
+  }
+
+  body.inst-phone .inst-mobile-more-title {
+    margin: 0 0 4px;
+    font-size: 1rem;
+    color: var(--inst-text);
+  }
+
+  body.inst-phone .inst-mobile-more-hint {
+    margin: 0 0 14px;
+    font-size: 11px;
+    color: var(--inst-muted);
+  }
+
+  body.inst-phone .inst-mobile-more-nav {
+    display: grid;
+    grid-template-columns: 1fr 1fr;
+    gap: 8px;
+  }
+
+  body.inst-phone .inst-mobile-more-nav a {
+    display: flex;
+    align-items: center;
+    justify-content: center;
+    min-height: 44px;
+    padding: 10px 8px;
+    border-radius: 10px;
+    border: 1px solid rgba(255, 255, 255, 0.1);
+    background: rgba(255, 255, 255, 0.03);
+    color: var(--inst-text);
+    text-decoration: none;
+    font-size: 13px;
+    font-weight: 500;
+  }
+
+  html[data-theme="light"] body.inst-phone .inst-mobile-more-nav a {
+    border-color: rgba(0, 0, 0, 0.1);
+    background: rgba(0, 0, 0, 0.03);
+  }
+
+  body.inst-phone .inst-mobile-more-nav a.nav-hidden {
+    display: none !important;
+  }
+
+  body.inst-phone .inst-mobile-more-nav a.active {
+    border-color: color-mix(in srgb, var(--inst-nav-idle) 45%, transparent);
+    background: rgba(143, 200, 255, 0.12);
+    color: var(--inst-nav-idle);
+  }
+
+  body.inst-phone .inst-mobile-more-close {
+    width: 100%;
+    margin-top: 14px;
+    min-height: 44px;
+    border-radius: 10px;
+    border: 1px solid rgba(255, 255, 255, 0.12);
+    background: transparent;
+    color: var(--inst-text);
+    font: inherit;
+    font-size: 14px;
+    cursor: pointer;
+  }
+
+  html[data-theme="light"] body.inst-phone .inst-mobile-more-close {
+    border-color: rgba(0, 0, 0, 0.12);
+  }
+}
+

lib/common/static/options_panel.js

@@ -280,8 +280,15 @@
     const mode = currentSizeMode();
     const sheetsEl = document.getElementById("opt-sheets-amount");
     const ethEl = document.getElementById("opt-eth-amount");
+    const hint = document.getElementById("opt-budget-full-hint");
+    const capEl = document.getElementById("opt-budget-full-cap");
     if (sheetsEl) sheetsEl.style.display = mode === "sheets" ? "" : "none";
     if (ethEl) ethEl.style.display = mode === "eth_amount" ? "" : "none";
+    if (hint) hint.style.display = mode === "budget_full" ? "" : "none";
+    if (capEl && root && root.dataset.tradeBudget) {
+      const n = Number(root.dataset.tradeBudget);
+      if (Number.isFinite(n) && n > 0) capEl.textContent = n.toFixed(2);
+    }
     document.querySelectorAll(".opt-size-mode-chip").forEach(function (chip) {
       const radio = chip.querySelector('input[name="opt-size-mode"]');
       chip.classList.toggle("is-selected", !!(radio && radio.checked));

lib/env/env_schema.py

@@ -70,7 +70,10 @@ HOT_RELOAD_EXACT = frozenset({
     "MONITOR_POLL_SECONDS",
     "AUTO_TRANSFER_ENABLED",
     "AUTO_TRANSFER_AMOUNT",
+    "AUTO_TRANSFER_FROM",
+    "AUTO_TRANSFER_TO",
     "AUTO_TRANSFER_BJ_HOUR",
+    "TRANSFER_CCY",
     "FORCE_CLOSE_ENABLED",
     "FORCE_CLOSE_BJ_HOUR",
     "BTC_LEVERAGE",
@@ -126,6 +129,17 @@ SELECT_OPTIONS: dict[str, tuple[tuple[str, str], ...]] = {
         ("long_only", "仅做多"),
         ("short_only", "仅做空"),
     ),
+    "AUTO_TRANSFER_FROM": (
+        ("funding", "funding 资金账户"),
+        ("swap", "swap 交易账户"),
+        ("spot", "spot 现货"),
+    ),
+    "AUTO_TRANSFER_TO": (
+        ("swap", "swap 交易账户"),
+        ("funding", "funding 资金账户"),
+        ("spot", "spot 现货"),
+    ),
+    "TRANSFER_CCY": (("USDT", "USDT"),),
     "HEDGE_PLAN_OO_BIAS_SPLIT_BY": (
         ("budget", "预算金额"),
         ("sheets", "张数"),
@@ -136,6 +150,7 @@ _SELECT_ALIASES: dict[str, dict[str, str]] = {
     "OKX_TD_MODE": {"cross_margin": "cross", "isolated_margin": "isolated"},
     "BINANCE_MARGIN_MODE": {"cross_margin": "cross", "isolated_margin": "isolated"},
     "GATE_TD_MODE": {"cross_margin": "cross", "isolated_margin": "isolated"},
+    "TRANSFER_CCY": {"usdt": "USDT"},
 }
 
 
@@ -159,10 +174,13 @@ def normalize_select_value(key: str, value: Optional[str]) -> str:
     if low in aliases:
         return aliases[low]
     allowed = {v for v, _ in (SELECT_OPTIONS.get(key) or ())}
+    allowed_by_lower = {v.lower(): v for v in allowed}
     if low in allowed:
         return low
     if raw in allowed:
         return raw
+    if low in allowed_by_lower:
+        return allowed_by_lower[low]
     return raw
 
 

lib/env/env_ui_manifest.py

@@ -103,10 +103,10 @@ _SHARED_SECTIONS: list[dict[str, Any]] = [
         "fields": [
             ("AUTO_TRANSFER_ENABLED", "启用自动划转", ""),
             ("AUTO_TRANSFER_AMOUNT", "目标余额(U)", "交易账户目标 USDT"),
-            ("AUTO_TRANSFER_FROM", "划出账户", "funding 或 swap"),
-            ("AUTO_TRANSFER_TO", "划入账户", "swap 或 funding"),
+            ("AUTO_TRANSFER_FROM", "划出账户", "余额不足时从此账户划入交易账户"),
+            ("AUTO_TRANSFER_TO", "划入账户", "目标余额所在账户,一般为 swap"),
             ("AUTO_TRANSFER_BJ_HOUR", "执行整点(北京时间)", ""),
-            ("TRANSFER_CCY", "划转币种", "默认 USDT"),
+            ("TRANSFER_CCY", "划转币种", ""),
         ],
     },
     {
@@ -200,6 +200,9 @@ _RUNTIME_ENV_DEFAULTS: dict[str, str] = {
     "RISK_MANUAL_CLOSE_DAILY_LIMIT": "2",
     "RISK_DAILY_LOSS_LIMIT": "2",
     "RISK_MOOD_ISSUES_DAILY_FREEZE": "true",
+    "AUTO_TRANSFER_FROM": "funding",
+    "AUTO_TRANSFER_TO": "swap",
+    "TRANSFER_CCY": "USDT",
     "HEDGE_PLAN_SHOW_PERP_OPTIONS": "true",
     "HEDGE_PLAN_SHOW_OPTIONS_OPTIONS": "true",
     "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED": "true",
@@ -214,7 +217,9 @@ _RUNTIME_ENV_DEFAULTS: dict[str, str] = {
 
 def _effective_env_value(key: str, file_values: dict[str, str], schema_default: str = "") -> str:
     if key in file_values:
-        return file_values[key]
+        file_val = str(file_values.get(key) or "").strip()
+        if file_val:
+            return file_val
     runtime = os.getenv(key)
     if runtime is not None and str(runtime).strip() != "":
         return str(runtime).strip()

lib/exchange/gate_transfer_lib.py

@@ -22,6 +22,7 @@ def execute_transfer_usdt(
 ) -> tuple[bool, str, Any]:
     if amount <= 0:
         return False, "划转金额必须大于0", None
+    ccy = (transfer_ccy or "USDT").strip().upper() or "USDT"
     ok_live, reason = ensure_live_ready()
     if not ok_live:
         return False, reason, None
@@ -31,7 +32,7 @@ def execute_transfer_usdt(
         except Exception:
             pass
     try:
-        resp = exchange.transfer(transfer_ccy, float(amount), from_account, to_account)
+        resp = exchange.transfer(ccy, float(amount), from_account, to_account)
         return True, "划转成功", resp
     except Exception as e:
         msg = str(e)

lib/hub/hub_bridge.py

@@ -71,6 +71,7 @@ def install_instance_theme_static(app) -> None:
         "strategy_roll.js": "application/javascript; charset=utf-8",
         "instance_page.css": "text/css; charset=utf-8",
         "instance_embed.js": "application/javascript; charset=utf-8",
+        "instance_mobile_nav.js": "application/javascript; charset=utf-8",
         "instance_stats.js": "application/javascript; charset=utf-8",
         "instance_live.js": "application/javascript; charset=utf-8",
         "instance_settings_prefs.js": "application/javascript; charset=utf-8",
@@ -672,6 +673,72 @@ def register_hub_routes(app):
             }
         )
 
+    @app.route("/api/hub/options/review/archive")
+    @_hub_auth_required
+    def api_hub_options_review_archive():
+        """中控期权档案:近 N 天已平仓复盘记录(默认排除对冲腿)."""
+        from datetime import datetime, timedelta
+        from zoneinfo import ZoneInfo
+
+        from flask import current_app
+
+        from lib.options.options_review_lib import (
+            compute_review_stats,
+            ensure_local_review_synced,
+            list_review_trades,
+        )
+
+        c = _ctx()
+        get_db = c.get("get_db")
+        if not get_db:
+            return jsonify({"ok": False, "msg": "HUB_CTX 缺少 get_db"}), 500
+        try:
+            days = int(request.args.get("days") or "365")
+        except ValueError:
+            days = 365
+        days = max(1, min(days, 3650))
+        try:
+            limit = int(request.args.get("limit") or "2000")
+        except ValueError:
+            limit = 2000
+        limit = max(1, min(limit, 5000))
+        include_hedge_legs = str(request.args.get("include_hedge_legs") or "").strip() in (
+            "1",
+            "true",
+            "yes",
+        )
+        tz = ZoneInfo("Asia/Shanghai")
+        closed_from = (datetime.now(tz) - timedelta(days=days)).strftime("%Y-%m-%d")
+        cfg = (current_app.extensions or {}).get("options_cfg") or {}
+        ex = cfg.get("exchange_options")
+        conn = get_db()
+        try:
+            ensure_local_review_synced(conn, ex=ex, backfill_exchange_pnl=bool(ex))
+            trades = list_review_trades(
+                conn,
+                include_hedge_legs=include_hedge_legs,
+                closed_from=closed_from,
+                limit=limit,
+                offset=0,
+            )
+            stats = compute_review_stats(
+                conn,
+                include_hedge_legs=include_hedge_legs,
+                closed_from=closed_from,
+            )
+        finally:
+            conn.close()
+        return jsonify(
+            {
+                "ok": True,
+                "days": days,
+                "limit": limit,
+                "product": "options",
+                "trades": trades,
+                "stats": stats,
+            }
+        )
+
     @app.route("/api/hub/trades/today")
     @_hub_auth_required
     def api_hub_trades_today():

lib/hub/hub_options_archive_lib.py

@@ -0,0 +1,599 @@
+"""中控期权档案:同步 OKX options_review_trades 到 hub_symbol_archive.db."""
+
+from __future__ import annotations
+
+import json
+import time
+from pathlib import Path
+from typing import Any
+
+from lib.hub.hub_symbol_archive_lib import (
+    TRADING_DAY_RESET_HOUR,
+    _connect,
+    default_db_path,
+    init_db as init_perp_archive_db,
+    ms_to_trading_day,
+    parse_wall_clock_ms,
+    resolve_period_bounds,
+    trading_day_bounds_ms,
+)
+
+
+def _now_ms() -> int:
+    return int(time.time() * 1000)
+
+
+def init_options_archive_db(db_path: Path | None = None) -> None:
+    """确保期权缓存表存在(与永续共用同一 SQLite)."""
+    init_perp_archive_db(db_path)
+    conn = _connect(db_path)
+    try:
+        conn.execute(
+            """
+            CREATE TABLE IF NOT EXISTS archive_options_trade_cache (
+                exchange_key TEXT NOT NULL,
+                history_key TEXT NOT NULL,
+                source_type TEXT,
+                underlying TEXT,
+                opened_at TEXT,
+                closed_at TEXT,
+                opened_at_ms INTEGER,
+                closed_at_ms INTEGER,
+                hold_seconds INTEGER,
+                realized_pnl_total REAL,
+                status_raw TEXT,
+                pos_id TEXT,
+                inst_id TEXT,
+                opt_type TEXT,
+                strike REAL,
+                exp_time TEXT,
+                sheets INTEGER,
+                open_avg REAL,
+                close_avg REAL,
+                premium_paid REAL,
+                realized_pnl REAL,
+                hedge_plan_id INTEGER,
+                plan_close_reason TEXT,
+                realized_pnl_perp REAL,
+                realized_pnl_options REAL,
+                premium_total REAL,
+                direction TEXT,
+                tp REAL,
+                sl REAL,
+                target_price REAL,
+                target_price_up REAL,
+                target_price_down REAL,
+                legs_json TEXT,
+                linked_hedge_plan_id INTEGER,
+                excluded_as_hedge_leg INTEGER DEFAULT 0,
+                strategy_tag TEXT,
+                result_tag TEXT,
+                reviewed INTEGER DEFAULT 0,
+                source_label TEXT,
+                payload_json TEXT NOT NULL,
+                synced_at INTEGER NOT NULL,
+                PRIMARY KEY (exchange_key, history_key)
+            )
+            """
+        )
+        conn.execute(
+            """
+            CREATE INDEX IF NOT EXISTS idx_archive_options_closed
+            ON archive_options_trade_cache (exchange_key, closed_at_ms)
+            """
+        )
+    finally:
+        conn.close()
+
+
+def purge_stale_options_trades_cache(
+    exchange_key: str,
+    active_history_keys: list[str],
+    *,
+    db_path: Path | None = None,
+) -> int:
+    init_options_archive_db(db_path)
+    ex_k = (exchange_key or "").strip().lower()
+    if not ex_k:
+        return 0
+    active = {str(k).strip() for k in (active_history_keys or []) if str(k).strip()}
+    conn = _connect(db_path)
+    try:
+        rows = conn.execute(
+            "SELECT history_key FROM archive_options_trade_cache WHERE exchange_key=?",
+            (ex_k,),
+        ).fetchall()
+        stale = [r["history_key"] for r in rows if r["history_key"] not in active]
+        removed = 0
+        for hk in stale:
+            cur = conn.execute(
+                "DELETE FROM archive_options_trade_cache WHERE exchange_key=? AND history_key=?",
+                (ex_k, hk),
+            )
+            removed += int(cur.rowcount or 0)
+        return removed
+    finally:
+        conn.close()
+
+
+def _optional_float(raw: Any) -> float | None:
+    if raw in (None, ""):
+        return None
+    try:
+        return float(raw)
+    except (TypeError, ValueError):
+        return None
+
+
+def _optional_int(raw: Any) -> int | None:
+    if raw in (None, ""):
+        return None
+    try:
+        return int(raw)
+    except (TypeError, ValueError):
+        return None
+
+
+def upsert_options_trades_cache(
+    exchange_key: str,
+    trades: list[dict[str, Any]],
+    *,
+    db_path: Path | None = None,
+    prune_missing: bool = True,
+) -> dict[str, int]:
+    init_options_archive_db(db_path)
+    ex_k = (exchange_key or "").strip().lower()
+    if not ex_k:
+        return {"upserted": 0, "removed": 0}
+    now = _now_ms()
+    n = 0
+    active_keys: list[str] = []
+    conn = _connect(db_path)
+    try:
+        for t in trades or []:
+            if not isinstance(t, dict):
+                continue
+            hk = str(t.get("history_key") or "").strip()
+            if not hk:
+                continue
+            if int(t.get("excluded_as_hedge_leg") or 0):
+                continue
+            active_keys.append(hk)
+            opened_at = t.get("opened_at")
+            closed_at = t.get("closed_at")
+            opened_ms = t.get("opened_at_ms") or parse_wall_clock_ms(opened_at)
+            closed_ms = t.get("closed_at_ms") or parse_wall_clock_ms(closed_at)
+            entry = t.get("entry") if isinstance(t.get("entry"), dict) else {}
+            strategy_tag = t.get("strategy_tag") or (entry or {}).get("strategy_tag")
+            result_tag = t.get("result_tag") or (entry or {}).get("result_tag")
+            reviewed = 1 if t.get("reviewed") or entry else 0
+            row = dict(t)
+            row["exchange_key"] = ex_k
+            payload = json.dumps(row, ensure_ascii=False, default=str)
+            conn.execute(
+                """
+                INSERT INTO archive_options_trade_cache (
+                    exchange_key, history_key, source_type, underlying,
+                    opened_at, closed_at, opened_at_ms, closed_at_ms, hold_seconds,
+                    realized_pnl_total, status_raw,
+                    pos_id, inst_id, opt_type, strike, exp_time, sheets,
+                    open_avg, close_avg, premium_paid, realized_pnl,
+                    hedge_plan_id, plan_close_reason, realized_pnl_perp, realized_pnl_options,
+                    premium_total, direction, tp, sl, target_price, target_price_up, target_price_down,
+                    legs_json, linked_hedge_plan_id, excluded_as_hedge_leg,
+                    strategy_tag, result_tag, reviewed, source_label,
+                    payload_json, synced_at
+                ) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
+                ON CONFLICT(exchange_key, history_key) DO UPDATE SET
+                    source_type=excluded.source_type,
+                    underlying=excluded.underlying,
+                    opened_at=excluded.opened_at,
+                    closed_at=excluded.closed_at,
+                    opened_at_ms=excluded.opened_at_ms,
+                    closed_at_ms=excluded.closed_at_ms,
+                    hold_seconds=excluded.hold_seconds,
+                    realized_pnl_total=excluded.realized_pnl_total,
+                    status_raw=excluded.status_raw,
+                    pos_id=excluded.pos_id,
+                    inst_id=excluded.inst_id,
+                    opt_type=excluded.opt_type,
+                    strike=excluded.strike,
+                    exp_time=excluded.exp_time,
+                    sheets=excluded.sheets,
+                    open_avg=excluded.open_avg,
+                    close_avg=excluded.close_avg,
+                    premium_paid=excluded.premium_paid,
+                    realized_pnl=excluded.realized_pnl,
+                    hedge_plan_id=excluded.hedge_plan_id,
+                    plan_close_reason=excluded.plan_close_reason,
+                    realized_pnl_perp=excluded.realized_pnl_perp,
+                    realized_pnl_options=excluded.realized_pnl_options,
+                    premium_total=excluded.premium_total,
+                    direction=excluded.direction,
+                    tp=excluded.tp,
+                    sl=excluded.sl,
+                    target_price=excluded.target_price,
+                    target_price_up=excluded.target_price_up,
+                    target_price_down=excluded.target_price_down,
+                    legs_json=excluded.legs_json,
+                    linked_hedge_plan_id=excluded.linked_hedge_plan_id,
+                    excluded_as_hedge_leg=excluded.excluded_as_hedge_leg,
+                    strategy_tag=excluded.strategy_tag,
+                    result_tag=excluded.result_tag,
+                    reviewed=excluded.reviewed,
+                    source_label=excluded.source_label,
+                    payload_json=excluded.payload_json,
+                    synced_at=excluded.synced_at
+                """,
+                (
+                    ex_k,
+                    hk,
+                    t.get("source_type"),
+                    t.get("underlying"),
+                    opened_at,
+                    closed_at,
+                    int(opened_ms) if opened_ms else None,
+                    int(closed_ms) if closed_ms else None,
+                    _optional_int(t.get("hold_seconds")),
+                    float(t.get("realized_pnl_total") or t.get("realized_pnl") or 0),
+                    t.get("status_raw"),
+                    t.get("pos_id"),
+                    t.get("inst_id"),
+                    t.get("opt_type"),
+                    _optional_float(t.get("strike")),
+                    t.get("exp_time"),
+                    _optional_int(t.get("sheets")),
+                    _optional_float(t.get("open_avg")),
+                    _optional_float(t.get("close_avg")),
+                    _optional_float(t.get("premium_paid")),
+                    _optional_float(t.get("realized_pnl")),
+                    _optional_int(t.get("hedge_plan_id")),
+                    t.get("plan_close_reason"),
+                    _optional_float(t.get("realized_pnl_perp")),
+                    _optional_float(t.get("realized_pnl_options")),
+                    _optional_float(t.get("premium_total")),
+                    t.get("direction"),
+                    _optional_float(t.get("tp")),
+                    _optional_float(t.get("sl")),
+                    _optional_float(t.get("target_price")),
+                    _optional_float(t.get("target_price_up")),
+                    _optional_float(t.get("target_price_down")),
+                    t.get("legs_json")
+                    if isinstance(t.get("legs_json"), str)
+                    else (json.dumps(t.get("legs"), ensure_ascii=False) if t.get("legs") else None),
+                    _optional_int(t.get("linked_hedge_plan_id")),
+                    int(t.get("excluded_as_hedge_leg") or 0),
+                    strategy_tag,
+                    result_tag,
+                    reviewed,
+                    t.get("source_label"),
+                    payload,
+                    now,
+                ),
+            )
+            n += 1
+    finally:
+        conn.close()
+    removed = 0
+    if prune_missing:
+        removed = purge_stale_options_trades_cache(ex_k, active_keys, db_path=db_path)
+    return {"upserted": n, "removed": removed}
+
+
+def _options_row_to_dict(row: Any) -> dict[str, Any]:
+    out: dict[str, Any] = dict(row)
+    payload = {}
+    raw = out.get("payload_json")
+    if raw:
+        try:
+            payload = json.loads(raw) if isinstance(raw, str) else {}
+        except (TypeError, ValueError, json.JSONDecodeError):
+            payload = {}
+    if isinstance(payload, dict):
+        for k, v in payload.items():
+            if k not in out or out.get(k) in (None, ""):
+                out[k] = v
+    pnl = float(out.get("realized_pnl_total") or out.get("realized_pnl") or 0)
+    out["realized_pnl_total"] = pnl
+    out["pnl_amount"] = pnl  # 复用永续统计/日历字段名
+    hold_sec = out.get("hold_seconds")
+    if hold_sec is not None:
+        try:
+            out["hold_minutes"] = round(float(hold_sec) / 60.0, 2)
+        except (TypeError, ValueError):
+            pass
+    if not out.get("opened_at_ms") and out.get("opened_at"):
+        ms = parse_wall_clock_ms(out.get("opened_at"))
+        if ms:
+            out["opened_at_ms"] = int(ms)
+    if not out.get("closed_at_ms") and out.get("closed_at"):
+        ms = parse_wall_clock_ms(out.get("closed_at"))
+        if ms:
+            out["closed_at_ms"] = int(ms)
+    out["trade_id"] = out.get("history_key")
+    out["id"] = out.get("history_key")
+    out["symbol"] = out.get("inst_id") or out.get("underlying") or ""
+    return out
+
+
+def _empty_options_stats() -> dict[str, Any]:
+    return {
+        "open_count": 0,
+        "sick_count": 0,
+        "sick_pct": 0.0,
+        "pnl_total": 0.0,
+        "pnl_ex_sick": 0.0,
+        "win_count": 0,
+        "loss_count": 0,
+        "avg_win": 0.0,
+        "avg_loss": 0.0,
+        "max_win": 0.0,
+        "max_loss": 0.0,
+        "win_rate": 0.0,
+        "profit_loss_ratio": 0.0,
+        "turnover_total": 0.0,
+        "commission_total": 0.0,
+        "premium_total": 0.0,
+        "by_exchange": {},
+        "by_source_type": {},
+    }
+
+
+def _compute_options_period_stats(trade_rows: list[dict[str, Any]]) -> dict[str, Any]:
+    st = _empty_options_stats()
+    wins: list[float] = []
+    losses: list[float] = []
+    by_ex: dict[str, dict[str, Any]] = {}
+    by_src: dict[str, dict[str, Any]] = {}
+
+    def bucket() -> dict[str, Any]:
+        return {
+            "open_count": 0,
+            "pnl_total": 0.0,
+            "win_count": 0,
+            "loss_count": 0,
+            "premium_total": 0.0,
+        }
+
+    for td in trade_rows:
+        pnl = float(td.get("pnl_amount") or td.get("realized_pnl_total") or 0)
+        ex = str(td.get("exchange_key") or "okx")
+        src = str(td.get("source_type") or td.get("source_label") or "?")
+        prem = float(td.get("premium_total") or td.get("premium_paid") or 0)
+        st["open_count"] += 1
+        st["pnl_total"] += pnl
+        st["premium_total"] += prem
+        if pnl > 0.0001:
+            st["win_count"] += 1
+            wins.append(pnl)
+        elif pnl < -0.0001:
+            st["loss_count"] += 1
+            losses.append(pnl)
+        if ex not in by_ex:
+            by_ex[ex] = bucket()
+        by_ex[ex]["open_count"] += 1
+        by_ex[ex]["pnl_total"] += pnl
+        by_ex[ex]["premium_total"] += prem
+        if pnl > 0.0001:
+            by_ex[ex]["win_count"] += 1
+        elif pnl < -0.0001:
+            by_ex[ex]["loss_count"] += 1
+        if src not in by_src:
+            by_src[src] = bucket()
+        by_src[src]["open_count"] += 1
+        by_src[src]["pnl_total"] += pnl
+
+    total = int(st["open_count"] or 0)
+    st["pnl_ex_sick"] = round(float(st["pnl_total"]), 4)
+    st["pnl_total"] = round(float(st["pnl_total"]), 4)
+    st["premium_total"] = round(float(st["premium_total"]), 4)
+    st["avg_win"] = round(sum(wins) / len(wins), 4) if wins else 0.0
+    st["avg_loss"] = round(sum(losses) / len(losses), 4) if losses else 0.0
+    st["max_win"] = round(max(wins), 4) if wins else 0.0
+    st["max_loss"] = round(min(losses), 4) if losses else 0.0
+    st["win_rate"] = round(st["win_count"] / total * 100, 1) if total else 0.0
+    if wins and losses and abs(st["avg_loss"]) > 1e-9:
+        st["profit_loss_ratio"] = round(abs(st["avg_win"] / st["avg_loss"]), 2)
+    for ex, b in by_ex.items():
+        b["pnl_total"] = round(float(b["pnl_total"]), 4)
+        b["premium_total"] = round(float(b["premium_total"]), 4)
+        b["sick_count"] = 0
+        b["sick_pct"] = 0.0
+        b["pnl_ex_sick"] = b["pnl_total"]
+        b["avg_win"] = 0.0
+        b["avg_loss"] = 0.0
+        b["max_win"] = 0.0
+        b["max_loss"] = 0.0
+        b["win_rate"] = (
+            round(b["win_count"] / b["open_count"] * 100, 1) if b["open_count"] else 0.0
+        )
+        b["profit_loss_ratio"] = 0.0
+        b["turnover_total"] = 0.0
+        b["commission_total"] = 0.0
+    for src, b in by_src.items():
+        b["pnl_total"] = round(float(b["pnl_total"]), 4)
+    st["by_exchange"] = by_ex
+    st["by_source_type"] = by_src
+    return st
+
+
+def list_daily_options_trades(
+    trading_day: str = "",
+    *,
+    period: str = "",
+    date_from: str = "",
+    date_to: str = "",
+    exchange_key: str = "",
+    filter_profit: bool = False,
+    filter_loss: bool = False,
+    search: str = "",
+    source_type: str = "",
+    db_path: Path | None = None,
+) -> dict[str, Any]:
+    init_options_archive_db(db_path)
+    p = (period or "today").strip().lower() or "today"
+    start_ms, end_ms, df, dt, period_label = resolve_period_bounds(
+        period=p,
+        trading_day=trading_day,
+        date_from=date_from,
+        date_to=date_to,
+    )
+    ex_filter = (exchange_key or "").strip().lower()
+    src_filter = (source_type or "").strip().lower()
+    conn = _connect(db_path)
+    try:
+        params: list[Any] = [start_ms, end_ms]
+        where = "closed_at_ms IS NOT NULL AND closed_at_ms >= ? AND closed_at_ms < ?"
+        where += " AND COALESCE(excluded_as_hedge_leg,0)=0"
+        if ex_filter:
+            where += " AND exchange_key=?"
+            params.append(ex_filter)
+        if src_filter:
+            where += " AND LOWER(COALESCE(source_type,''))=?"
+            params.append(src_filter)
+        rows = conn.execute(
+            f"""
+            SELECT * FROM archive_options_trade_cache
+            WHERE {where}
+            ORDER BY closed_at_ms DESC, history_key DESC
+            """,
+            params,
+        ).fetchall()
+        trades: list[dict[str, Any]] = []
+        q = (search or "").strip().lower()
+        for r in rows:
+            td = _options_row_to_dict(r)
+            pnl = float(td.get("pnl_amount") or 0)
+            if filter_profit and pnl <= 0.0001:
+                continue
+            if filter_loss and pnl >= -0.0001:
+                continue
+            if q:
+                blob = " ".join(
+                    str(td.get(k) or "")
+                    for k in (
+                        "underlying",
+                        "inst_id",
+                        "exchange_key",
+                        "source_type",
+                        "source_label",
+                        "opt_type",
+                        "strategy_tag",
+                        "result_tag",
+                        "direction",
+                    )
+                ).lower()
+                if q not in blob:
+                    continue
+            trades.append(td)
+        return {
+            "period": p,
+            "period_label": period_label,
+            "trading_day": dt,
+            "date_from": df,
+            "date_to": dt,
+            "product": "options",
+            "trades": trades,
+            "stats": _compute_options_period_stats(trades),
+        }
+    finally:
+        conn.close()
+
+
+def list_archive_options_calendar(
+    year: int,
+    month: int,
+    *,
+    exchange_key: str = "",
+    db_path: Path | None = None,
+    reset_hour: int = TRADING_DAY_RESET_HOUR,
+) -> dict[str, Any]:
+    init_options_archive_db(db_path)
+    y = int(year)
+    m = int(month)
+    if m < 1 or m > 12:
+        raise ValueError("month 无效")
+    from datetime import datetime, timedelta
+
+    first = f"{y:04d}-{m:02d}-01"
+    if m == 12:
+        next_first = datetime(y + 1, 1, 1)
+    else:
+        next_first = datetime(y, m + 1, 1)
+    last = (next_first - timedelta(days=1)).strftime("%Y-%m-%d")
+    start_ms, _ = trading_day_bounds_ms(first, reset_hour=reset_hour)
+    _, end_ms = trading_day_bounds_ms(last, reset_hour=reset_hour)
+    ex_filter = (exchange_key or "").strip().lower()
+    conn = _connect(db_path)
+    try:
+        params: list[Any] = [start_ms, end_ms]
+        where = (
+            "closed_at_ms IS NOT NULL AND closed_at_ms >= ? AND closed_at_ms < ?"
+            " AND COALESCE(excluded_as_hedge_leg,0)=0"
+        )
+        if ex_filter:
+            where += " AND exchange_key=?"
+            params.append(ex_filter)
+        rows = conn.execute(
+            f"SELECT * FROM archive_options_trade_cache WHERE {where}",
+            params,
+        ).fetchall()
+        days: dict[str, dict[str, Any]] = {}
+        for r in rows:
+            td = _options_row_to_dict(r)
+            closed_ms = td.get("closed_at_ms") or parse_wall_clock_ms(td.get("closed_at"))
+            if not closed_ms:
+                continue
+            day = ms_to_trading_day(int(closed_ms), reset_hour=reset_hour)
+            if not day or day < first or day > last:
+                continue
+            bucket = days.setdefault(
+                day,
+                {
+                    "trading_day": day,
+                    "open_count": 0,
+                    "sick_count": 0,
+                    "pnl_total": 0.0,
+                    "turnover_total": 0.0,
+                    "commission_total": 0.0,
+                    "has_sick": False,
+                },
+            )
+            bucket["open_count"] += 1
+            bucket["pnl_total"] += float(td.get("pnl_amount") or 0)
+        for d in days.values():
+            d["pnl_total"] = round(float(d["pnl_total"]), 4)
+        month_pnl = sum(float(d["pnl_total"]) for d in days.values())
+        month_count = sum(int(d["open_count"]) for d in days.values())
+        return {
+            "year": y,
+            "month": m,
+            "date_from": first,
+            "date_to": last,
+            "product": "options",
+            "days": days,
+            "month_pnl_total": round(month_pnl, 4),
+            "month_open_count": month_count,
+        }
+    finally:
+        conn.close()
+
+
+def sync_options_exchange_archive(
+    exchange_key: str,
+    trades: list[dict[str, Any]],
+    *,
+    db_path: Path | None = None,
+) -> dict[str, Any]:
+    """仅缓存期权交易,不做 K 线."""
+    r = upsert_options_trades_cache(
+        exchange_key, trades, db_path=db_path, prune_missing=True
+    )
+    return {
+        "ok": True,
+        "exchange_key": (exchange_key or "").strip().lower(),
+        "product": "options",
+        "trades_upserted": r.get("upserted", 0),
+        "trades_removed": r.get("removed", 0),
+        "trade_count": len(trades or []),
+    }

lib/hub/hub_strategy_lib.py

@@ -10,12 +10,24 @@ from typing import Any
 
 from lib.paths import REPO_ROOT
 
-STRATEGY_EXCHANGES: tuple[str, ...] = ("playbook", "behavior", "binance", "okx", "gate")
+STRATEGY_EXCHANGES: tuple[str, ...] = (
+    "playbook_v2",
+    "playbook",
+    "behavior",
+    "binance",
+    "okx",
+    "gate",
+)
 
 STRATEGY_META: dict[str, dict[str, str]] = {
+    "playbook_v2": {
+        "label": "执行手册v2",
+        "title": "交易执行手册 v2（期权 / 合约 · 无对冲）",
+        "md_rel": "docs/交易执行手册-v2-期权与合约.md",
+    },
     "playbook": {
-        "label": "执行手册",
-        "title": "交易执行手册（期权为主 · Gate 为辅）",
+        "label": "执行手册v1",
+        "title": "交易执行手册 v1（期权为主 · Gate 为辅 · 含对冲）",
         # 相对仓库根;其余条目用 md_file 相对 docs/strategy
         "md_rel": "docs/交易执行手册-期权与Gate.md",
     },
@@ -224,11 +236,30 @@ def load_strategy_payload(exchange_key: str) -> dict[str, Any]:
     }
 
 
-def strategy_meta_payload() -> dict[str, Any]:
-    tabs = [
-        {"key": k, "label": STRATEGY_META[k]["label"], "title": STRATEGY_META[k]["title"]}
-        for k in STRATEGY_EXCHANGES
-    ]
+_STRATEGY_TAB_DISPLAY_PREF: dict[str, str] = {
+    "playbook_v2": "show_strategy_playbook_v2",
+    "playbook": "show_strategy_playbook",
+    "behavior": "show_strategy_behavior",
+    "binance": "show_strategy_binance",
+    "okx": "show_strategy_okx",
+    "gate": "show_strategy_gate",
+}
+
+
+def strategy_meta_payload(display: dict[str, Any] | None = None) -> dict[str, Any]:
+    prefs = display if isinstance(display, dict) else {}
+    tabs = []
+    for k in STRATEGY_EXCHANGES:
+        pref_key = _STRATEGY_TAB_DISPLAY_PREF.get(k)
+        if pref_key and prefs.get(pref_key) is False:
+            continue
+        tabs.append(
+            {
+                "key": k,
+                "label": STRATEGY_META[k]["label"],
+                "title": STRATEGY_META[k]["title"],
+            }
+        )
     return {"ok": True, "exchanges": tabs}
 
 

lib/instance/instance_display_prefs_lib.py

@@ -9,6 +9,8 @@ DISPLAY_RUNTIME_PREFIX = "display."
 
 DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_nav_dashboard": False,
+    "show_nav_key_monitor": True,
+    "show_nav_trade": True,
     "show_nav_strategy": True,
     "show_nav_strategy_records": True,
     "show_nav_records": True,
@@ -28,6 +30,8 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
 
 DISPLAY_LABELS: dict[str, str] = {
     "show_nav_dashboard": "数据看板",
+    "show_nav_key_monitor": "关键位监控",
+    "show_nav_trade": "实盘下单",
     "show_nav_strategy": "策略交易",
     "show_nav_strategy_records": "策略交易记录",
     "show_nav_records": "交易记录与复盘",
@@ -47,6 +51,8 @@ DISPLAY_LABELS: dict[str, str] = {
 
 NAV_TAB_ALLOWED: dict[str, str] = {
     "dashboard": "show_nav_dashboard",
+    "key_monitor": "show_nav_key_monitor",
+    "trade": "show_nav_trade",
     "strategy": "show_nav_strategy",
     "strategy_records": "show_nav_strategy_records",
     "records": "show_nav_records",
@@ -110,6 +116,8 @@ def tab_allowed(tab: str, display: Optional[dict[str, bool]] = None) -> bool:
 def display_meta_for_ui() -> list[dict[str, Any]]:
     nav_keys = [
         "show_nav_dashboard",
+        "show_nav_key_monitor",
+        "show_nav_trade",
         "show_nav_strategy",
         "show_nav_strategy_records",
         "show_nav_records",

lib/instance/instance_embed_lib.py

@@ -84,6 +84,11 @@ def embed_shell_enabled() -> bool:
     return (os.getenv("HUB_EMBED_SHELL") or "1").strip().lower() in ("1", "true", "yes", "on")
 
 
+_SETTINGS_SUB_TABS = frozenset(
+    {"nav", "password", "transfer", "export", "options_swap", "options_transfer"}
+)
+
+
 def redirect_to_embed_shell_if_enabled(page: str):
     """直连 /trade 等整页路由时,重定向到 embed 壳(顶栏常驻,tab 软切换)."""
     if not embed_shell_enabled():
@@ -93,6 +98,12 @@ def redirect_to_embed_shell_if_enabled(page: str):
     if (request.path or "").rstrip("/") == "/embed":
         return None
     q = {k: v for k, v in request.args.items()}
+    # embed 的 tab=页面名;系统设置内页签用 settings_tab,避免 /settings?tab=transfer 被覆盖成 tab=settings
+    if (page or "").strip() == "settings":
+        sub = (q.get("settings_tab") or "").strip()
+        legacy = (q.get("tab") or "").strip()
+        if not sub and legacy in _SETTINGS_SUB_TABS:
+            q["settings_tab"] = legacy
     q["tab"] = page
     q["embed"] = "1"
     return redirect("/embed?" + urlencode(q))
@@ -115,6 +126,11 @@ def rewrite_embed_dest(path: str, hub_theme: str | None = None) -> str:
     tab = path_to_embed_tab(split.path)
     q = dict(parse_qsl(split.query, keep_blank_values=True))
     if tab:
+        if tab == "settings":
+            sub = (q.get("settings_tab") or "").strip()
+            legacy = (q.get("tab") or "").strip()
+            if not sub and legacy in _SETTINGS_SUB_TABS:
+                q["settings_tab"] = legacy
         q["tab"] = tab
         q["embed"] = "1"
         ht = (hub_theme or q.get("hub_theme") or "").strip().lower()

lib/instance/templates/display_prefs_panel.html

@@ -1,7 +1,7 @@
 {# 系统设置 · 导航显示开关(SSR 预渲染,保存仍走 API) #}
 <div class="settings-tab-inner" id="display-prefs-card">
     <h2>导航显示</h2>
-    <p class="settings-env-hint">以下开关控制顶栏导航与系统设置内区块是否显示,保存后立即生效.关键位监控,实盘下单,系统设置为固定项.</p>
+    <p class="settings-env-hint">以下开关控制顶栏导航与系统设置内区块是否显示,保存后立即生效.系统设置为固定项.</p>
     <div id="display-prefs-form" class="display-prefs-form" data-prefs-ssr="1">
         {% if display_meta %}
         {% for group in display_meta %}

lib/instance/templates/embed_shell.html

@@ -8,7 +8,7 @@
     <link rel="stylesheet" href="/static/instance_theme_early.css?v=4">
     <link rel="stylesheet" href="/static/account_risk_badge.css?v=4">
     <link rel="stylesheet" href="/static/instance_page.css?v=11">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=105">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=108">
     <script src="/static/account_risk_badge.js?v=4"></script>
     <meta name="theme-color" content="#0b0d14">
     <title>{{ pwa_app_name }}</title>
@@ -31,8 +31,8 @@
     </div>
     <nav class="top-nav embed-top-nav" aria-label="实例导航">
         <a href="/dashboard" data-embed-tab="dashboard" class="{% if initial_tab == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
-        <a href="/key_monitor" data-embed-tab="key_monitor" class="{% if initial_tab == 'key_monitor' %}active{% endif %}">关键位监控</a>
-        <a href="/trade" data-embed-tab="trade" class="{% if initial_tab == 'trade' %}active{% endif %}">实盘下单</a>
+        <a href="/key_monitor" data-embed-tab="key_monitor" class="{% if initial_tab == 'key_monitor' %}active{% endif %}"{% if not display.show_nav_key_monitor %} style="display:none"{% endif %}>关键位监控</a>
+        <a href="/trade" data-embed-tab="trade" class="{% if initial_tab == 'trade' %}active{% endif %}"{% if not display.show_nav_trade %} style="display:none"{% endif %}>实盘下单</a>
         {% if not intraday_discipline and display.show_nav_strategy %}
         <a href="/strategy" data-embed-tab="strategy" class="{% if initial_tab == 'strategy' %}active{% endif %}">策略交易</a>
         {% endif %}
@@ -93,6 +93,54 @@
     </div>
 </div>
 
+<!-- 手机端主导航(≤720px);桌面不显示 -->
+<nav id="inst-mobile-tabbar" class="inst-mobile-tabbar" aria-label="手机主导航">
+    <a href="/trade" class="inst-m-tab{% if initial_tab == 'trade' %} active{% endif %}" data-embed-tab="trade"{% if not display.show_nav_trade %} style="display:none"{% endif %}>下单</a>
+    <a href="/key_monitor" class="inst-m-tab{% if initial_tab == 'key_monitor' %} active{% endif %}" data-embed-tab="key_monitor"{% if not display.show_nav_key_monitor %} style="display:none"{% endif %}>关键位</a>
+    {% if options_nav_visible and display.show_nav_options %}
+    <a href="/options" class="inst-m-tab{% if initial_tab == 'options' %} active{% endif %}" data-embed-tab="options">期权</a>
+    {% endif %}
+    <button type="button" class="inst-m-tab" data-embed-tab="more" id="inst-m-tab-more" aria-haspopup="dialog" aria-expanded="false">更多</button>
+</nav>
+<div id="inst-mobile-more" class="inst-mobile-more" aria-hidden="true">
+    <div class="inst-mobile-more-backdrop" id="inst-mobile-more-backdrop"></div>
+    <div class="inst-mobile-more-sheet" role="dialog" aria-modal="true" aria-labelledby="inst-mobile-more-title">
+        <div class="inst-mobile-more-handle" aria-hidden="true"></div>
+        <h2 id="inst-mobile-more-title" class="inst-mobile-more-title">更多</h2>
+        <p class="inst-mobile-more-hint">次要页面 · 完整界面请用电脑</p>
+        <nav class="inst-mobile-more-nav" aria-label="更多页面">
+            <a href="/dashboard" data-embed-tab="dashboard"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
+            {% if display.show_nav_records %}
+            <a href="/records" data-embed-tab="records">交易记录</a>
+            {% endif %}
+            {% if not intraday_discipline and display.show_nav_strategy %}
+            <a href="/strategy" data-embed-tab="strategy">策略交易</a>
+            {% endif %}
+            {% if not intraday_discipline and display.show_nav_strategy_records %}
+            <a href="/strategy/records" data-embed-tab="strategy_records">策略记录</a>
+            {% endif %}
+            {% if display.show_nav_stats %}
+            <a href="/stats" data-embed-tab="stats">统计分析</a>
+            {% endif %}
+            {% if options_nav_visible and display.show_nav_options_review %}
+            <a href="/options/review" data-embed-tab="options_review">期权复盘</a>
+            {% endif %}
+            {% if hedge_plan_nav_visible and display.show_nav_hedge_plan %}
+            <a href="/hedge-plan" data-embed-tab="hedge_plan">对冲计划</a>
+            {% endif %}
+            {% if display.show_nav_risk_policy %}
+            <a href="/risk_policy" data-embed-tab="risk_policy">风控说明</a>
+            {% endif %}
+            <a href="/system_guide" data-embed-tab="system_guide"{% if not display.show_nav_system_guide %} style="display:none"{% endif %}>系统说明</a>
+            {% if display.show_nav_env_config %}
+            <a href="/env_config" data-embed-tab="env_config">env配置</a>
+            {% endif %}
+            <a href="/settings" data-embed-tab="settings">系统设置</a>
+        </nav>
+        <button type="button" class="inst-mobile-more-close" id="inst-mobile-more-close">关闭</button>
+    </div>
+</div>
+
 <script src="/static/instance_ui.js?v=10"></script>
 <script src="/static/journal_upload_slots.js?v=4"></script>
 <script src="/static/instance_records_mobile.js?v=2"></script>
@@ -118,8 +166,9 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </script>
-<script src="/static/instance_settings_prefs.js?v=15"></script>
+<script src="/static/instance_settings_prefs.js?v=16"></script>
 <script src="/static/instance_live.js?v=6"></script>
-<script src="/static/instance_embed.js?v=27"></script>
+<script src="/static/instance_embed.js?v=29"></script>
+<script src="/static/instance_mobile_nav.js?v=2"></script>
 </body>
 </html>

lib/instance/templates/index.html

@@ -118,8 +118,8 @@
     </div>
     <div class="top-nav">
         <a href="/dashboard" data-embed-tab="dashboard" class="{% if page == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
-        <a href="/key_monitor" class="{% if page == 'key_monitor' %}active{% endif %}">关键位监控</a>
-        <a href="/trade" class="{% if page == 'trade' %}active{% endif %}">实盘下单</a>
+        <a href="/key_monitor" class="{% if page == 'key_monitor' %}active{% endif %}"{% if not display.show_nav_key_monitor %} style="display:none"{% endif %}>关键位监控</a>
+        <a href="/trade" class="{% if page == 'trade' %}active{% endif %}"{% if not display.show_nav_trade %} style="display:none"{% endif %}>实盘下单</a>
         {% if not intraday_discipline and display.show_nav_strategy %}
         <a href="/strategy" class="{% if page in ('strategy', 'strategy_trend', 'strategy_roll') %}active{% endif %}">策略交易</a>
         {% endif %}

lib/instance/templates/instance_header_panel.html

@@ -1,7 +1,7 @@
 {# 统一顶栏:状态 + 筛选(上)· 统计条(下) #}
 <div class="instance-header-panel card">
     <div class="instance-header-toolbar">
-        <div class="instance-header-toolbar-filter">
+        <div class="instance-header-toolbar-filter instance-desktop-only">
             <span class="list-window-label" title="列表按 UTC 时间筛选,默认本月">UTC {{ list_window.label }}</span>
             <label class="list-window-preset">预设
                 <select id="win-preset-select" onchange="toggleListWindowCustom()">
@@ -37,4 +37,18 @@
     <div class="instance-header-stats-wrap instance-desktop-only">
         {% include 'instance_header_stats.html' %}
     </div>
+    <div class="instance-header-phone-strip instance-phone-only" aria-label="手机资金摘要">
+        <span class="inst-phone-chip">
+            <em>交易</em>
+            <b data-funds-field="current-capital">{{ funds_fmt(current_capital) }}U</b>
+        </span>
+        <span class="inst-phone-chip">
+            <em>资金</em>
+            <b data-funds-field="total-capital">{% if funding_usdt is not none %}{{ funds_fmt(funding_usdt) }}U{% else %}—{% endif %}</b>
+        </span>
+        <span class="inst-phone-chip">
+            <em>总资</em>
+            <b data-funds-field="total-funds">{% if total_funds is not none %}{{ funds_fmt(total_funds) }}U{% else %}—{% endif %}</b>
+        </span>
+    </div>
 </div>

lib/instance/templates/settings_panel.html

@@ -6,9 +6,21 @@
     </div>
 
     {% if settings_tabs %}
-    <div class="env-config-body card settings-config-body">
+    {% set _sub = (request.args.get('settings_tab') or '').strip() %}
+    {% set _legacy_tab = (request.args.get('tab') or '').strip() %}
+    {% set ns = namespace(active_idx=0, active_key='') %}
+    {% for tab in settings_tabs %}
+        {% if _sub and tab.key == _sub %}
+            {% set ns.active_idx = loop.index0 %}
+            {% set ns.active_key = tab.key %}
+        {% elif (not _sub) and _legacy_tab and tab.key == _legacy_tab %}
+            {% set ns.active_idx = loop.index0 %}
+            {% set ns.active_key = tab.key %}
+        {% endif %}
+    {% endfor %}
+    <div class="env-config-body card settings-config-body" data-settings-active-tab="{{ ns.active_key }}">
         {% for tab in settings_tabs %}
-        <input type="radio" name="settings-section" id="settings-sec-{{ loop.index0 }}" class="env-tab-radio"{% if loop.first %} checked{% endif %}>
+        <input type="radio" name="settings-section" id="settings-sec-{{ loop.index0 }}" class="env-tab-radio" data-settings-tab="{{ tab.key }}"{% if loop.index0 == ns.active_idx %} checked{% endif %}>
         {% endfor %}
         <div class="env-config-tabs" role="tablist" aria-label="系统设置分类">
             {% for tab in settings_tabs %}
@@ -52,3 +64,14 @@
     {% include 'options_settings_panel.html' %}
     {% endif %}
 </div>
+<script>
+(function () {
+  try {
+    var q = new URLSearchParams(window.location.search || "");
+    var key = (q.get("settings_tab") || "").trim();
+    if (!key) return;
+    var radio = document.querySelector('input.env-tab-radio[data-settings-tab="' + key + '"]');
+    if (radio) radio.checked = true;
+  } catch (e) {}
+})();
+</script>

lib/options/options_db.py

@@ -95,6 +95,14 @@ def init_options_tables(conn: sqlite3.Connection) -> None:
         ON options_target_monitors(status)
         """
     )
+    for ddl in (
+        "ALTER TABLE options_trades ADD COLUMN wechat_open_sent INTEGER DEFAULT 0",
+        "ALTER TABLE options_trades ADD COLUMN wechat_close_sent INTEGER DEFAULT 0",
+    ):
+        try:
+            conn.execute(ddl)
+        except Exception:
+            pass
     init_options_review_tables(conn)
 
 

lib/options/options_monitor_lib.py

@@ -237,6 +237,7 @@ def sync_open_options_trades(
     *,
     live_inst_ids: set[str],
     fetch_history_fn: Callable[[str], list[dict[str, Any]]],
+    notify_cfg: dict[str, Any] | None = None,
 ) -> int:
     """
     交易所已无持仓时,将本地 open 记录同步为 closed.
@@ -319,6 +320,24 @@ def sync_open_options_trades(
             ),
         )
         updated += 1
+        if notify_cfg is not None:
+            try:
+                from lib.options.options_notify_lib import notify_options_close
+
+                reason = "到期结算" if close_reason == "expired" else "交易所平仓"
+                notify_options_close(
+                    notify_cfg,
+                    conn,
+                    inst_id=inst_id,
+                    reason=reason,
+                    trade_id=int(row["id"]),
+                    premium_paid=paid,
+                    premium_received=prem_recv,
+                    realized_pnl=realized_pnl,
+                    close_quote=close_quote,
+                )
+            except Exception:
+                pass
     return updated
 
 
@@ -414,6 +433,7 @@ def options_monitor_loop(
                         close_fn=target_close_fn,
                         send_wechat=send_wechat,
                         account_label=account_label,
+                        cfg={"send_wechat": send_wechat, "account_label": account_label},
                     )
                 if sync_trades_fn is not None:
                     sync_trades_fn(conn)

lib/options/options_notify_lib.py

@@ -0,0 +1,330 @@
+"""OKX 期权开仓/平仓企业微信推送(必发,幂等落库标记)."""
+from __future__ import annotations
+
+import sqlite3
+from typing import Any, Callable, Optional
+
+
+def _fmt(v: Any, d: int = 4) -> str:
+    try:
+        if v is None or v == "":
+            return "—"
+        return f"{float(v):.{d}f}"
+    except (TypeError, ValueError):
+        return str(v)
+
+
+def _opt_type_label(opt_type: Any) -> str:
+    t = str(opt_type or "").strip().upper()
+    if t in ("C", "CALL"):
+        return "Call"
+    if t in ("P", "PUT"):
+        return "Put"
+    return t or "—"
+
+
+def ensure_options_notify_columns(conn: sqlite3.Connection) -> None:
+    for ddl in (
+        "ALTER TABLE options_trades ADD COLUMN wechat_open_sent INTEGER DEFAULT 0",
+        "ALTER TABLE options_trades ADD COLUMN wechat_close_sent INTEGER DEFAULT 0",
+    ):
+        try:
+            conn.execute(ddl)
+        except Exception:
+            pass
+
+
+def notify_options_send(cfg: dict[str, Any], content: str) -> bool:
+    send: Optional[Callable[[str], Any]] = cfg.get("send_wechat")
+    if not callable(send):
+        return False
+    try:
+        send(content)
+        return True
+    except Exception:
+        return False
+
+
+def build_options_open_message(
+    *,
+    account_label: str,
+    inst_id: str,
+    underlying: str = "",
+    opt_type: Any = None,
+    sheets: Any = None,
+    premium_paid: Any = None,
+    open_quote: Any = None,
+    target_index: Any = None,
+    signal_note: str = "",
+    trade_id: Any = None,
+) -> str:
+    lines = [
+        "【OKX期权·开仓】",
+        f"账户:{account_label or 'OKX期权'}",
+    ]
+    if trade_id is not None:
+        lines.append(f"本地单号:#{trade_id}")
+    lines.extend(
+        [
+            f"合约:{inst_id}",
+            f"标的:{(underlying or '—')} · {_opt_type_label(opt_type)}",
+            f"张数:{sheets if sheets is not None else '—'}",
+            f"开仓报价:{_fmt(open_quote)} USDC",
+            f"权利金:{_fmt(premium_paid)} USDC",
+        ]
+    )
+    if target_index is not None and str(target_index).strip() != "":
+        try:
+            lines.append(f"目标指数:{float(target_index):g}")
+        except (TypeError, ValueError):
+            lines.append(f"目标指数:{target_index}")
+    if signal_note:
+        lines.append(f"备注:{signal_note[:200]}")
+    return "\n".join(lines)
+
+
+def build_options_close_message(
+    *,
+    account_label: str,
+    inst_id: str,
+    reason: str = "",
+    underlying: str = "",
+    opt_type: Any = None,
+    sheets: Any = None,
+    premium_paid: Any = None,
+    premium_received: Any = None,
+    realized_pnl: Any = None,
+    close_quote: Any = None,
+    target_index: Any = None,
+    trigger_idx: Any = None,
+    trade_id: Any = None,
+) -> str:
+    lines = [
+        "【OKX期权·平仓】",
+        f"账户:{account_label or 'OKX期权'}",
+    ]
+    if trade_id is not None:
+        lines.append(f"本地单号:#{trade_id}")
+    lines.extend(
+        [
+            f"合约:{inst_id}",
+            f"标的:{(underlying or '—')} · {_opt_type_label(opt_type)}",
+            f"原因:{(reason or '平仓').strip()}",
+            f"张数:{sheets if sheets is not None else '—'}",
+            f"平仓报价:{_fmt(close_quote)} USDC",
+            f"已付/收回:{_fmt(premium_paid)} / {_fmt(premium_received)} USDC",
+            f"实现盈亏:{_fmt(realized_pnl, 4)} USDC",
+        ]
+    )
+    if target_index is not None and str(target_index).strip() != "":
+        try:
+            lines.append(f"目标指数:{float(target_index):g}")
+        except (TypeError, ValueError):
+            lines.append(f"目标指数:{target_index}")
+    if trigger_idx is not None and str(trigger_idx).strip() != "":
+        try:
+            lines.append(f"触发指数:{float(trigger_idx):g}")
+        except (TypeError, ValueError):
+            lines.append(f"触发指数:{trigger_idx}")
+    return "\n".join(lines)
+
+
+def notify_options_open(
+    cfg: dict[str, Any],
+    conn: sqlite3.Connection | None,
+    *,
+    trade_id: int | None,
+    inst_id: str,
+    underlying: str = "",
+    opt_type: Any = None,
+    sheets: Any = None,
+    premium_paid: Any = None,
+    open_quote: Any = None,
+    target_index: Any = None,
+    signal_note: str = "",
+) -> bool:
+    ensure_options_notify_columns(conn) if conn is not None else None
+    if conn is not None and trade_id is not None:
+        row = conn.execute(
+            "SELECT wechat_open_sent FROM options_trades WHERE id=?",
+            (int(trade_id),),
+        ).fetchone()
+        if row and int(row["wechat_open_sent"] or 0):
+            return False
+    msg = build_options_open_message(
+        account_label=str(cfg.get("account_label") or "OKX期权"),
+        inst_id=inst_id,
+        underlying=underlying,
+        opt_type=opt_type,
+        sheets=sheets,
+        premium_paid=premium_paid,
+        open_quote=open_quote,
+        target_index=target_index,
+        signal_note=signal_note,
+        trade_id=trade_id,
+    )
+    ok = notify_options_send(cfg, msg)
+    if ok and conn is not None and trade_id is not None:
+        conn.execute(
+            "UPDATE options_trades SET wechat_open_sent=1 WHERE id=?",
+            (int(trade_id),),
+        )
+        try:
+            conn.commit()
+        except Exception:
+            pass
+    return ok
+
+
+def _load_trade_row(conn: sqlite3.Connection, trade_id: int) -> dict[str, Any] | None:
+    row = conn.execute("SELECT * FROM options_trades WHERE id=?", (int(trade_id),)).fetchone()
+    return dict(row) if row else None
+
+
+def notify_options_close(
+    cfg: dict[str, Any],
+    conn: sqlite3.Connection | None,
+    *,
+    inst_id: str,
+    reason: str = "平仓",
+    trade_id: int | None = None,
+    underlying: str = "",
+    opt_type: Any = None,
+    sheets: Any = None,
+    premium_paid: Any = None,
+    premium_received: Any = None,
+    realized_pnl: Any = None,
+    close_quote: Any = None,
+    target_index: Any = None,
+    trigger_idx: Any = None,
+    force: bool = False,
+) -> bool:
+    """平仓必发.默认按 trade_id / 同合约未标记行幂等."""
+    if conn is not None:
+        ensure_options_notify_columns(conn)
+    rows: list[dict[str, Any]] = []
+    if conn is not None and trade_id is not None:
+        r = _load_trade_row(conn, int(trade_id))
+        if r:
+            rows = [r]
+    elif conn is not None and inst_id:
+        q = conn.execute(
+            """
+            SELECT * FROM options_trades
+            WHERE inst_id=? AND status='closed'
+              AND COALESCE(wechat_close_sent,0)=0
+            ORDER BY id DESC
+            LIMIT 20
+            """,
+            (inst_id,),
+        ).fetchall()
+        rows = [dict(x) for x in q]
+        if not rows and force:
+            q2 = conn.execute(
+                """
+                SELECT * FROM options_trades
+                WHERE inst_id=? AND status='closed'
+                ORDER BY id DESC LIMIT 1
+                """,
+                (inst_id,),
+            ).fetchone()
+            if q2:
+                rows = [dict(q2)]
+
+    if rows:
+        # 同次平仓可能多腿:合并一条推送,逐条标记
+        total_paid = sum(float(r.get("premium_paid") or 0) for r in rows)
+        total_recv = sum(float(r.get("premium_received") or 0) for r in rows if r.get("premium_received") is not None)
+        pnls = [float(r["realized_pnl"]) for r in rows if r.get("realized_pnl") is not None]
+        total_pnl = sum(pnls) if pnls else None
+        if total_pnl is None and (premium_received is not None or realized_pnl is not None):
+            total_pnl = realized_pnl
+            total_recv = premium_received if premium_received is not None else total_recv
+            total_paid = premium_paid if premium_paid is not None else total_paid
+        head = rows[0]
+        pending = [r for r in rows if not int(r.get("wechat_close_sent") or 0)]
+        if not pending and not force:
+            return False
+        msg = build_options_close_message(
+            account_label=str(cfg.get("account_label") or "OKX期权"),
+            inst_id=inst_id or str(head.get("inst_id") or ""),
+            reason=reason,
+            underlying=underlying or str(head.get("underlying") or ""),
+            opt_type=opt_type or head.get("opt_type"),
+            sheets=sheets if sheets is not None else sum(int(r.get("sheets") or 0) for r in rows),
+            premium_paid=total_paid,
+            premium_received=total_recv if rows else premium_received,
+            realized_pnl=total_pnl,
+            close_quote=close_quote if close_quote is not None else head.get("close_quote"),
+            target_index=target_index,
+            trigger_idx=trigger_idx,
+            trade_id=head.get("id") if len(rows) == 1 else None,
+        )
+        ok = notify_options_send(cfg, msg)
+        if ok and conn is not None:
+            for r in pending or rows:
+                conn.execute(
+                    "UPDATE options_trades SET wechat_close_sent=1 WHERE id=?",
+                    (int(r["id"]),),
+                )
+            try:
+                conn.commit()
+            except Exception:
+                pass
+        return ok
+
+    # 无库行时仍发一条(尽量不丢提醒)
+    msg = build_options_close_message(
+        account_label=str(cfg.get("account_label") or "OKX期权"),
+        inst_id=inst_id,
+        reason=reason,
+        underlying=underlying,
+        opt_type=opt_type,
+        sheets=sheets,
+        premium_paid=premium_paid,
+        premium_received=premium_received,
+        realized_pnl=realized_pnl,
+        close_quote=close_quote,
+        target_index=target_index,
+        trigger_idx=trigger_idx,
+        trade_id=trade_id,
+    )
+    return notify_options_send(cfg, msg)
+
+
+def notify_options_close_trade_ids(
+    cfg: dict[str, Any],
+    conn: sqlite3.Connection,
+    trade_ids: list[int],
+    *,
+    reason: str,
+) -> bool:
+    ids = [int(x) for x in trade_ids if x is not None]
+    if not ids:
+        return False
+    ensure_options_notify_columns(conn)
+    placeholders = ",".join("?" for _ in ids)
+    rows = conn.execute(
+        f"""
+        SELECT * FROM options_trades
+        WHERE id IN ({placeholders}) AND COALESCE(wechat_close_sent,0)=0
+        """,
+        ids,
+    ).fetchall()
+    if not rows:
+        return False
+    first = dict(rows[0])
+    return notify_options_close(
+        cfg,
+        conn,
+        inst_id=str(first.get("inst_id") or ""),
+        reason=reason,
+        trade_id=int(first["id"]) if len(rows) == 1 else None,
+        underlying=str(first.get("underlying") or ""),
+        opt_type=first.get("opt_type"),
+        sheets=sum(int(r["sheets"] or 0) for r in rows),
+        premium_paid=sum(float(r["premium_paid"] or 0) for r in rows),
+        premium_received=sum(float(r["premium_received"] or 0) for r in rows if r["premium_received"] is not None),
+        realized_pnl=sum(float(r["realized_pnl"]) for r in rows if r["realized_pnl"] is not None),
+        close_quote=first.get("close_quote"),
+    )

lib/options/options_pricing_lib.py

@@ -259,6 +259,11 @@ def eth_amount_from_sheets(sheets: int, ct_mult: float = 0.01) -> float:
     return round(int(sheets) * float(ct_mult), 8)
 
 
+def resolve_budget_full_usdc(trading_usdc: float, trade_budget_usdc: float) -> float:
+    """按可用余额打满:余额大于预算用预算,否则用余额."""
+    return min(float(trading_usdc), float(trade_budget_usdc))
+
+
 def calc_order_size(
     *,
     quote_per_unit: float,

lib/options/options_register.py

@@ -163,13 +163,18 @@ def _require_options_ex(cfg: dict[str, Any]):
 
 
 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)."""
+    """打满可用额度 = min(交易户可用 USDC, 单笔预算);calc_order_size 再乘 budget_buffer."""
     from lib.exchange.okx_options_lib import fetch_options_trading_usdc
+    from lib.options.options_pricing_lib import resolve_budget_full_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), ""
+    trading = float(raw)
+    cap = _env_float("OKX_OPTIONS_TRADE_BUDGET_USDC", float(cfg.get("trade_budget") or 10.0))
+    if cap <= 0:
+        return None, "单笔预算无效(OKX_OPTIONS_TRADE_BUDGET_USDC)"
+    return resolve_budget_full_usdc(trading, float(cap)), ""
 
 
 def _open_premium_paid(cfg: dict[str, Any], inst_id: str) -> float | None:
@@ -640,11 +645,15 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         conn = cfg["get_db"]()
         trade_id = None
         target_mon = None
+        open_underlying = ""
+        open_opt_type = None
         try:
             init_options_tables(conn)
             meta = q.get("meta") or {}
             u = str(meta.get("uly") or inst_id).split("-")[0]
             opt_type = meta.get("optType")
+            open_underlying = u
+            open_opt_type = opt_type
             cur = conn.execute(
                 """
                 INSERT INTO options_trades
@@ -683,9 +692,30 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         finally:
             conn.close()
         from lib.exchange.okx_options_lib import invalidate_option_positions_cache
+        from lib.options.options_notify_lib import notify_options_open
 
         invalidate_option_positions_cache()
         _sync_options_trades(cfg, force=True)
+        try:
+            conn_n = cfg["get_db"]()
+            try:
+                notify_options_open(
+                    cfg,
+                    conn_n,
+                    trade_id=trade_id,
+                    inst_id=inst_id,
+                    underlying=open_underlying,
+                    opt_type=open_opt_type,
+                    sheets=sheets,
+                    premium_paid=sizing.get("total_premium"),
+                    open_quote=float(ask) if ask is not None else None,
+                    target_index=target_index,
+                    signal_note=signal_note,
+                )
+            finally:
+                conn_n.close()
+        except Exception:
+            pass
         return jsonify(
             {
                 "ok": True,
@@ -938,11 +968,21 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             if result.get("fully_closed"):
                 try:
                     from lib.options.options_target_lib import cancel_target_monitor
+                    from lib.options.options_notify_lib import notify_options_close
 
                     conn2 = cfg["get_db"]()
                     try:
                         cancel_target_monitor(conn2, inst_id=inst_id)
                         conn2.commit()
+                        notify_options_close(
+                            cfg,
+                            conn2,
+                            inst_id=inst_id,
+                            reason="手动平仓",
+                            sheets=result.get("submitted_sheets"),
+                            premium_received=result.get("premium_received"),
+                            close_quote=result.get("locked_bid_px") or result.get("bid"),
+                        )
                     finally:
                         conn2.close()
                 except Exception:
@@ -1253,6 +1293,7 @@ def _start_monitor_thread(app: Flask, cfg: dict[str, Any]) -> None:
             conn,
             live_inst_ids=live_ids,
             fetch_history_fn=lambda inst_id: fetch_option_position_history(ex, inst_id),
+            notify_cfg=cfg,
         )
 
     def _target_close(inst_id: str) -> dict[str, Any]:

lib/options/options_target_lib.py

@@ -292,6 +292,7 @@ def close_option_by_bid_depth(
 
 
 def _notify_target_close(
+    cfg: dict[str, Any] | None,
     send_wechat: Callable[[str], None] | None,
     *,
     account_label: str,
@@ -299,7 +300,28 @@ def _notify_target_close(
     target: float,
     idx: float,
     result: dict[str, Any],
+    conn: Any = None,
 ) -> None:
+    """目标位平仓推送:优先走统一平仓必发(幂等);无 cfg 时回退旧文案."""
+    if result.get("fully_closed") or result.get("already_flat"):
+        if cfg is not None:
+            try:
+                from lib.options.options_notify_lib import notify_options_close
+
+                notify_options_close(
+                    cfg,
+                    conn,
+                    inst_id=inst_id,
+                    reason="目标位平仓",
+                    sheets=result.get("submitted_sheets"),
+                    premium_received=result.get("premium_received"),
+                    close_quote=result.get("locked_bid_px") or result.get("bid"),
+                    target_index=target,
+                    trigger_idx=idx,
+                )
+                return
+            except Exception:
+                pass
     if not send_wechat:
         return
     try:
@@ -313,6 +335,7 @@ def _notify_target_close(
                     f"触发指数:{idx:g}",
                     f"提交张数:{result.get('submitted_sheets') or '—'}",
                     f"预估收回:{result.get('premium_received') if result.get('premium_received') is not None else '—'} USDC",
+                    f"状态:{'已全平' if (result.get('fully_closed') or result.get('already_flat')) else '挂单中/部分'}",
                 ]
             )
         )
@@ -339,6 +362,7 @@ def run_options_target_closes(
     index_fn: Callable[[dict[str, Any]], float | None] | None = None,
     send_wechat: Callable[[str], None] | None = None,
     account_label: str = "OKX期权",
+    cfg: dict[str, Any] | None = None,
 ) -> int:
     """
     扫描 active 目标委托;指数到位后限价平仓.
@@ -433,11 +457,13 @@ def run_options_target_closes(
         _commit_monitor(conn)
         triggered += 1
         _notify_target_close(
+            cfg,
             send_wechat,
             account_label=account_label,
             inst_id=inst_id,
             target=target,
             idx=idx,
             result=result,
+            conn=conn,
         )
     return triggered

lib/options/templates/options_panel.html

@@ -1,6 +1,7 @@
 <div class="options-page-wrap" style="grid-column:1/-1" id="options-root"
      data-default-underly="{{ options_default_underly | default('ETH') }}"
      data-budget-buffer="{{ options_budget_buffer | default(0.95) }}"
+     data-trade-budget="{{ options_trade_budget | default(10) }}"
      data-ask-liq-filter="{% if options_chain_ask_liq_filter is defined %}{{ '1' if options_chain_ask_liq_filter else '0' }}{% else %}1{% endif %}">
     {% if not options_enabled %}
     <div class="flash" style="margin-bottom:12px">期权 API 未启用:请在 <code>crypto_monitor_okx/.env</code> 设置 <code>OKX_OPTIONS_ENABLED=true</code> 及主账户 <code>OKX_OPTIONS_API_*</code>,然后 <code>pm2 restart crypto_okx --update-env</code>.</div>
@@ -18,7 +19,7 @@
                         <li>环境配置「链上仅显示有卖一」开启时,隐藏无真实卖一或深度不足 1 张的合约(估算价 <strong>~</strong> 亦不显示)。</li>
                         <li><strong>开仓只认真实卖一价且卖一深度≥1</strong>;无深度时面板显示参考标记价并禁用买入。</li>
                         <li>链展示近 <span id="opt-chain-dte">14</span> 日到期;<strong>T 型</strong>默认 ATM ±5 档,可展开全部。</li>
-                        <li>「按可用余额打满」可用额度 = min(交易 USDC × 预算缓冲 <strong id="opt-budget-buf">{{ '%.2f'|format(options_budget_buffer|default(0.95)|float) }}</strong>, 单笔预算);可在 env「预算缓冲比例」改。</li>
+                        <li>「按可用余额打满」可用额度 = min(交易户可用 USDC, 单笔预算 <strong id="opt-trade-budget">{{ '%.2f'|format(options_trade_budget|default(10)|float) }}</strong>),再 × 预算缓冲 <strong id="opt-budget-buf">{{ '%.2f'|format(options_budget_buffer|default(0.95)|float) }}</strong> 算张数(env 可改)。</li>
                         <li>平仓仅买一限价,详见说明文档。</li>
                     </ul>
                     <p><a href="/options/guide" target="_blank" rel="noopener">打开《期权开平仓与监控说明》</a></p>
@@ -133,6 +134,9 @@
                                     <input type="number" id="opt-eth-amount" min="0.01" step="0.01" placeholder="如 0.5" style="display:none"
                                            autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
                                 </div>
+                                <p class="muted opt-budget-full-hint" id="opt-budget-full-hint" style="display:none;margin:6px 0 0;font-size:.82rem;line-height:1.4">
+                                    余额 &gt; 单笔预算(<span id="opt-budget-full-cap">{{ '%.2f'|format(options_trade_budget|default(10)|float) }}</span>U)时按预算;余额不足时按余额;再乘预算缓冲算张数。
+                                </p>
                                 <input type="text" id="opt-signal-note" name="opt_signal_note" class="opt-signal-note" placeholder="备注(关键位说明)"
                                        autocomplete="off" autocorrect="off" autocapitalize="off" spellcheck="false"
                                        data-lpignore="true" data-1p-ignore="true" data-form-type="other" readonly>
@@ -316,4 +320,4 @@
     </div>
 </div>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/options_panel.js?v=49"></script>
+<script src="/static/options_panel.js?v=50"></script>

manual_trading_hub/hub.py

@@ -79,6 +79,12 @@ from lib.hub.hub_symbol_archive_lib import (
     update_review_quote,
     upsert_trade_overlay,
 )
+from lib.hub.hub_options_archive_lib import (
+    init_options_archive_db,
+    list_archive_options_calendar,
+    list_daily_options_trades,
+    sync_options_exchange_archive,
+)
 from lib.hub.hub_entry_plan_lib import (
     compute_entry_plan_stats,
     create_entry_plan,
@@ -355,9 +361,11 @@ def _schedule_board_refresh() -> None:
 async def _run_archive_sync_once() -> dict:
     global _last_archive_sync
     init_archive_db()
+    init_options_archive_db()
     settings = load_settings()
     targets = enabled_exchanges(settings)
     results: list[dict] = []
+    options_results: list[dict] = []
     for ex in targets:
         ex_key = str(ex.get("key") or "").strip().lower()
         if not ex_key:
@@ -390,34 +398,71 @@ async def _run_archive_sync_once() -> dict:
                     "msg": msg,
                 }
             )
+        else:
+            trades = trades_resp.get("trades") or []
+            for t in trades:
+                if isinstance(t, dict):
+                    t["exchange_key"] = ex_key
+
+            def remote_fetch(**kwargs):
+                return _fetch_instance_ohlcv_sync(
+                    ex,
+                    symbol=kwargs.get("symbol") or "",
+                    timeframe=kwargs.get("timeframe") or "5m",
+                    since_ms=kwargs.get("since_ms"),
+                    limit=int(kwargs.get("limit") or 500),
+                )
+
+            r = await asyncio.to_thread(
+                sync_exchange_symbol_archives,
+                ex_key,
+                trades,
+                remote_fetch,
+            )
+            r["name"] = ex.get("name")
+            r["trade_count"] = len(trades)
+            results.append(r)
+
+        caps = [str(x).lower() for x in (ex.get("capabilities") or [])]
+        if "options" not in caps:
             continue
-        trades = trades_resp.get("trades") or []
-        for t in trades:
+        opt_resp = await asyncio.to_thread(
+            _fetch_instance_options_review_archive_sync,
+            ex,
+            days=ARCHIVE_TRADE_DAYS,
+            limit=ARCHIVE_TRADE_LIMIT,
+        )
+        if not opt_resp.get("ok"):
+            options_results.append(
+                {
+                    "exchange_key": ex_key,
+                    "name": ex.get("name"),
+                    "ok": False,
+                    "status": opt_resp.get("status"),
+                    "msg": opt_resp.get("msg")
+                    or opt_resp.get("error")
+                    or opt_resp.get("detail")
+                    or "拉取期权复盘失败",
+                    "product": "options",
+                }
+            )
+            continue
+        opt_trades = opt_resp.get("trades") or []
+        for t in opt_trades:
             if isinstance(t, dict):
                 t["exchange_key"] = ex_key
-
-        def remote_fetch(**kwargs):
-            return _fetch_instance_ohlcv_sync(
-                ex,
-                symbol=kwargs.get("symbol") or "",
-                timeframe=kwargs.get("timeframe") or "5m",
-                since_ms=kwargs.get("since_ms"),
-                limit=int(kwargs.get("limit") or 500),
-            )
-
-        r = await asyncio.to_thread(
-            sync_exchange_symbol_archives,
+        orow = await asyncio.to_thread(
+            sync_options_exchange_archive,
             ex_key,
-            trades,
-            remote_fetch,
+            opt_trades,
         )
-        r["name"] = ex.get("name")
-        r["trade_count"] = len(trades)
-        results.append(r)
+        orow["name"] = ex.get("name")
+        options_results.append(orow)
     out = {
         "ok": True,
         "exchanges": len(targets),
         "results": results,
+        "options_results": options_results,
         "updated_at": __import__("datetime").datetime.now().isoformat(timespec="seconds"),
     }
     _last_archive_sync = out
@@ -1119,6 +1164,16 @@ class SettingsDisplayBody(BaseModel):
     show_nav_amp_stats: bool = True
     show_nav_help: bool = True
     show_nav_logs: bool = True
+    show_monitor_binance: bool = True
+    show_monitor_okx_perp: bool = True
+    show_monitor_okx_options: bool = True
+    show_monitor_gate: bool = True
+    show_strategy_playbook_v2: bool = True
+    show_strategy_playbook: bool = True
+    show_strategy_behavior: bool = True
+    show_strategy_binance: bool = True
+    show_strategy_okx: bool = True
+    show_strategy_gate: bool = True
 
 
 class SupervisorSettingsBody(BaseModel):
@@ -1355,6 +1410,34 @@ def _fetch_instance_trades_archive_sync(
         return {"ok": False, "msg": str(e)}
 
 
+def _fetch_instance_options_review_archive_sync(
+    ex: dict,
+    *,
+    days: int = 365,
+    limit: int = 2000,
+) -> dict:
+    base = (ex.get("flask_url") or "").rstrip("/")
+    if not base:
+        return {"ok": False, "msg": "未配置 flask_url"}
+    params = {"days": str(int(days)), "limit": str(int(limit))}
+    url = f"{base}/api/hub/options/review/archive?{urlencode(params)}"
+    try:
+        with httpx.Client(timeout=max(HUB_FLASK_TIMEOUT, 120.0)) as client:
+            r = client.get(url, headers=_hub_headers())
+        if r.status_code >= 400:
+            parsed = _parse_http_json_body(r)
+            parsed.setdefault("ok", False)
+            parsed.setdefault("status", r.status_code)
+            return parsed
+        data = r.json() if r.content else {}
+        if isinstance(data, dict):
+            data.setdefault("ok", True)
+            return data
+        return {"ok": False, "msg": "无效 JSON"}
+    except Exception as e:
+        return {"ok": False, "msg": str(e)}
+
+
 def _fetch_instance_ohlcv_sync(
     ex: dict,
     *,
@@ -3135,6 +3218,52 @@ def api_archive_calendar(
     return {"ok": True, **payload}
 
 
+@app.get("/api/archive/options/daily-trades")
+def api_archive_options_daily_trades(
+    period: str = "",
+    trading_day: str = "",
+    date_from: str = "",
+    date_to: str = "",
+    exchange_key: str = "",
+    filter_profit: str = "",
+    filter_loss: str = "",
+    search: str = "",
+    source_type: str = "",
+):
+    init_options_archive_db()
+    payload = list_daily_options_trades(
+        trading_day=trading_day,
+        period=period or "today",
+        date_from=date_from,
+        date_to=date_to,
+        exchange_key=exchange_key,
+        filter_profit=(filter_profit or "").lower() in ("1", "true", "yes", "on"),
+        filter_loss=(filter_loss or "").lower() in ("1", "true", "yes", "on"),
+        search=search,
+        source_type=source_type,
+    )
+    return {"ok": True, **payload}
+
+
+@app.get("/api/archive/options/calendar")
+def api_archive_options_calendar(
+    year: int = 0,
+    month: int = 0,
+    exchange_key: str = "",
+):
+    init_options_archive_db()
+    if year <= 0 or month <= 0:
+        td = today_trading_day()
+        parts = td.split("-")
+        year = int(parts[0])
+        month = int(parts[1])
+    try:
+        payload = list_archive_options_calendar(year, month, exchange_key=exchange_key)
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+    return {"ok": True, **payload}
+
+
 @app.get("/api/archive/quotes")
 def api_archive_quotes():
     init_archive_db()
@@ -3348,7 +3477,8 @@ async def api_archive_sync():
 
 @app.get("/api/strategy/meta")
 def api_strategy_meta():
-    return strategy_meta_payload()
+    display = (load_settings() or {}).get("display") or {}
+    return strategy_meta_payload(display)
 
 
 @app.get("/api/help/meta")

manual_trading_hub/hub_ai/playbook_brief.py

@@ -1,4 +1,4 @@
-"""交易教练用的执行手册短摘要(来源 docs/交易执行手册-期权与Gate.md)."""
+"""交易教练用的执行手册短摘要(现行 v2:无对冲)."""
 from __future__ import annotations
 
 from pathlib import Path
@@ -6,19 +6,21 @@ from pathlib import Path
 from lib.paths import REPO_ROOT
 
 # 控制 token:保持简短;手册大改时同步修订本摘要.
-_PLAYBOOK_BRIEF = """【用户策略执行手册·摘要】(来源:docs/交易执行手册-期权与Gate.md + docs/交易行为准则-开单三检.md)
-开单防火墙(强制):信号判断(核心点位是否清晰)→流程确认(资金/单笔敞口超限则暂停)→情绪自检(符合系统才做;怕踏空/回本/证明自己→放弃)。三检不过不开。成败先看三检是否跑完,不看这笔盈亏。
-一句话:横盘对冲(可偏置实值);突破用一天期权;假破确认后小仓合约加强;先过方向/空间/值不值得;期权不手平;一位置两次,错完收工;单笔小亏、组合回撤可控.
-分工:OKX 期权=主业;Gate 合约=辅业;其它账户暂不做.同一时段尽量只让一边说话.
-入场三类:①横盘较久→期期对冲(一天 Call+Put,总权利金约10U),期间一般不开 Gate;②方向/空间/值不值得过关且结构突破→一天期权方向单,默认不上合约;③已有突破期权后出现反向假破确认→Gate 小仓加强(加重暴露,按一笔故事控风险).
-仓位(总资约800U):单笔期权约10U且一次一仓;期期对冲合计约10U;Gate 保证金约50U×约10x,止损约5U,单笔最亏约≤10U;日最坏约≤20U.
-期权纪律:不手动平仓,只认规则止盈或到期(紧急手平非策略样本);默认一天期,尽量北京时间16:00后开次日到期.
-Gate 纪律:只做很明确位置;同一位置最多两次机会(结构突破/假突破);两次都错→当日收工.
-教练用法:对照上述纪律讨论执行与心态;开单前优先提醒三检;勿另造策略或鼓励期权手平/超仓."""
+_PLAYBOOK_BRIEF = """【用户策略执行手册·摘要】(来源:docs/交易执行手册-v2-期权与合约.md + docs/交易行为准则-开单三检.md)
+开单防火墙(强制):信号判断→流程确认→情绪自检。三检不过不开。成败先看三检是否跑完。
+主链条(强制):1H方向(含N字)→空间(支撑/阻力,至少约≥2%)→结构(约8h+/48×15m:收敛/两段回调/箱体/假突破等)→定损盈(结构突破=外沿;假突破=针尖)→选工具(只剩期权或合约)。
+丢掉对冲:不做期期对冲/偏置对冲;对冲易产生「有保护就能多做」的幻觉。日更不是目标,过检才开。
+一句话:1H定方向→量空间→等够结构→按模型定损盈→只在期权与合约里选;期权不手平;Gate一位置两次,错完收工;珍惜机会。
+分工:OKX期权与Gate合约;其它账户暂不做。同一时段尽量只让一边说话。
+入场:①主链条过关→一天期期权方向单(空间够可优先虚值);②极明确位置→Gate合约;独立假破优先只做合约或空仓。明确不做横盘双买对冲。
+仓位(总资约800U):单笔期权约10U且一次一仓;Gate保证金约50U×约10x,止损约5U,单笔最亏约≤10U;日最坏约≤20U。
+期权纪律:开仓后中间不手动平仓,只认规则止盈或到期;默认一天期,尽量北京时间16:00后开次日到期。
+Gate纪律:只做很明确位置;同一位置最多两次(结构突破/假突破);两次都错→当日收工。
+教练用法:对照上述纪律讨论执行与心态;开单前优先提醒主链条与三检;勿另造策略或鼓励对冲/期权手平/超仓/每天默认开期权。"""
 
 
 def playbook_md_path() -> Path:
-    return REPO_ROOT / "docs" / "交易执行手册-期权与Gate.md"
+    return REPO_ROOT / "docs" / "交易执行手册-v2-期权与合约.md"
 
 
 def format_playbook_brief_for_chat(max_chars: int = 1200) -> str:

manual_trading_hub/settings_store.py

@@ -34,6 +34,18 @@ DEFAULT_DISPLAY = {
     "show_nav_amp_stats": True,
     "show_nav_help": True,
     "show_nav_logs": True,
+    # 监控区卡片(仅隐藏界面,不关闭账户)
+    "show_monitor_binance": True,
+    "show_monitor_okx_perp": True,
+    "show_monitor_okx_options": True,
+    "show_monitor_gate": True,
+    # 策略说明页签
+    "show_strategy_playbook_v2": True,
+    "show_strategy_playbook": True,
+    "show_strategy_behavior": True,
+    "show_strategy_binance": True,
+    "show_strategy_okx": True,
+    "show_strategy_gate": True,
 }
 
 DEFAULT_EXCHANGES = [

manual_trading_hub/static/app.css

@@ -3501,6 +3501,18 @@ button.btn-sm {
   margin-top: 8px;
 }
 
+.settings-display-subtitle {
+  margin: 16px 0 6px;
+  font-size: 0.82rem;
+  font-weight: 600;
+  color: var(--text);
+}
+
+.settings-display-subtitle + .settings-display-hint {
+  margin-top: 0;
+  margin-bottom: 8px;
+}
+
 .settings-display-hint {
   margin: 8px 0 0;
   font-size: 0.78rem;
@@ -8045,6 +8057,34 @@ body.funds-fullscreen-open {
   gap: 12px;
   align-items: stretch;
 }
+.archive-product-tabs {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+  margin: 0 0 10px;
+}
+.archive-product-tab {
+  border: 1px solid var(--border-soft);
+  background: transparent;
+  color: inherit;
+  padding: 8px 18px;
+  border-radius: 999px;
+  cursor: pointer;
+  font-family: var(--font);
+  font-size: 0.88rem;
+  font-weight: 600;
+}
+.archive-product-tab.is-active {
+  background: rgba(16, 185, 129, 0.2);
+  border-color: rgba(16, 185, 129, 0.55);
+  color: var(--text);
+}
+body.archive-product-options .archive-toolbar-desktop[data-archive-perp-only],
+body.archive-product-options #archive-btn-chart-toggle,
+body.archive-product-options #archive-filter-sick,
+body.archive-product-options #archive-tab-viz {
+  display: none !important;
+}
 .archive-content-tabs {
   display: flex;
   flex-wrap: wrap;
@@ -11008,118 +11048,118 @@ html[data-theme="light"] .hub-logs-card-hint {
   .amp-form { grid-template-columns: 1fr 1fr; }
   .amp-actions { grid-column: 1 / -1; }
 }
-
-/* --- strategy compare --- */
-#page-compare .toolbar {
-  padding: 12px 16px;
-  margin-bottom: 14px;
-}
-.cmp-form { display: flex; flex-direction: column; gap: 14px; margin-bottom: 16px; }
-.cmp-form .card,
-.cmp-common-card,
-.cmp-sum-card,
-.cmp-rec-card {
-  padding: 18px 20px;
-}
-.cmp-common-card h2,
-.cmp-form .card h2 {
-  margin: 0 0 14px;
-  font-size: 15px;
-}
-.cmp-subhead {
-  margin: 16px 0 10px;
-  font-size: 13px;
-  color: var(--muted);
-  font-weight: 600;
-}
-.cmp-form-grid {
-  display: grid;
-  grid-template-columns: repeat(3, minmax(0, 1fr));
-  gap: 14px 16px;
-}
-.cmp-field {
-  display: flex;
-  flex-direction: column;
-  gap: 6px;
-  font-size: 12px;
-  color: var(--muted);
-}
-.cmp-field input,
-.cmp-field select {
-  background: var(--inset-surface);
-  border: 1px solid var(--border-soft);
-  border-radius: 8px;
-  color: var(--text);
-  padding: 9px 12px;
-  font-size: 13px;
-}
-.cmp-input-cols {
-  display: grid;
-  grid-template-columns: repeat(2, minmax(0, 1fr));
-  gap: 14px;
-}
-.cmp-summary {
-  display: grid;
-  grid-template-columns: repeat(3, minmax(0, 1fr));
-  gap: 14px;
-  margin-bottom: 16px;
-}
-.cmp-sum-card h3 { margin: 0 0 12px; font-size: 14px; }
-.cmp-sum-row {
-  display: flex;
-  justify-content: space-between;
-  gap: 12px;
-  font-size: 12px;
-  margin: 6px 0;
-  color: var(--muted);
-}
-.cmp-sum-row strong { color: var(--text); font-weight: 600; }
-.cmp-muted { color: var(--muted); font-size: 12px; margin: 0; }
-.cmp-table-wrap { margin-bottom: 16px; }
-.cmp-table-scroll { overflow-x: auto; }
-.cmp-table {
-  width: 100%;
-  border-collapse: separate;
-  border-spacing: 0;
-  font-size: 13px;
-  background: var(--panel);
-  border: 1px solid var(--border);
-  border-radius: var(--radius);
-  overflow: hidden;
-}
-.cmp-table th,
-.cmp-table td {
-  border-bottom: 1px solid var(--border-soft);
-  padding: 14px 16px;
-  vertical-align: top;
-  text-align: left;
-}
-.cmp-table th:first-child,
-.cmp-table td:first-child { width: 22%; }
-.cmp-table tr:last-child td { border-bottom: none; }
-.cmp-cell-note {
-  margin-top: 6px;
-  font-size: 11px;
-  color: var(--muted);
-  line-height: 1.4;
-}
-.cmp-pnl-pos { color: var(--green); font-weight: 600; }
-.cmp-pnl-neg { color: var(--red); font-weight: 600; }
-.cmp-rec-head { font-size: 16px; margin-bottom: 8px; }
-.cmp-rec-reason { margin: 0 0 10px; color: var(--muted); font-size: 13px; }
-.cmp-rec-list { margin: 0; padding-left: 20px; font-size: 13px; line-height: 1.55; }
-.cmp-warn { margin-top: 12px; font-size: 12px; color: var(--warn, #e6a23c); }
-.cmp-foot-note { margin: 12px 0 0; font-size: 11px; color: var(--muted); }
-@media (max-width: 900px) {
-  .cmp-form .card,
-  .cmp-common-card,
-  .cmp-sum-card,
-  .cmp-rec-card {
-    padding: 16px;
-  }
-  .cmp-form-grid { grid-template-columns: repeat(2, minmax(0, 1fr)); }
-  .cmp-input-cols,
-  .cmp-summary { grid-template-columns: 1fr; }
-  .cmp-table th,
-  .cmp-table td { padding: 12px 14px; }
-}
+
+/* --- strategy compare --- */
+#page-compare .toolbar {
+  padding: 12px 16px;
+  margin-bottom: 14px;
+}
+.cmp-form { display: flex; flex-direction: column; gap: 14px; margin-bottom: 16px; }
+.cmp-form .card,
+.cmp-common-card,
+.cmp-sum-card,
+.cmp-rec-card {
+  padding: 18px 20px;
+}
+.cmp-common-card h2,
+.cmp-form .card h2 {
+  margin: 0 0 14px;
+  font-size: 15px;
+}
+.cmp-subhead {
+  margin: 16px 0 10px;
+  font-size: 13px;
+  color: var(--muted);
+  font-weight: 600;
+}
+.cmp-form-grid {
+  display: grid;
+  grid-template-columns: repeat(3, minmax(0, 1fr));
+  gap: 14px 16px;
+}
+.cmp-field {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+  font-size: 12px;
+  color: var(--muted);
+}
+.cmp-field input,
+.cmp-field select {
+  background: var(--inset-surface);
+  border: 1px solid var(--border-soft);
+  border-radius: 8px;
+  color: var(--text);
+  padding: 9px 12px;
+  font-size: 13px;
+}
+.cmp-input-cols {
+  display: grid;
+  grid-template-columns: repeat(2, minmax(0, 1fr));
+  gap: 14px;
+}
+.cmp-summary {
+  display: grid;
+  grid-template-columns: repeat(3, minmax(0, 1fr));
+  gap: 14px;
+  margin-bottom: 16px;
+}
+.cmp-sum-card h3 { margin: 0 0 12px; font-size: 14px; }
+.cmp-sum-row {
+  display: flex;
+  justify-content: space-between;
+  gap: 12px;
+  font-size: 12px;
+  margin: 6px 0;
+  color: var(--muted);
+}
+.cmp-sum-row strong { color: var(--text); font-weight: 600; }
+.cmp-muted { color: var(--muted); font-size: 12px; margin: 0; }
+.cmp-table-wrap { margin-bottom: 16px; }
+.cmp-table-scroll { overflow-x: auto; }
+.cmp-table {
+  width: 100%;
+  border-collapse: separate;
+  border-spacing: 0;
+  font-size: 13px;
+  background: var(--panel);
+  border: 1px solid var(--border);
+  border-radius: var(--radius);
+  overflow: hidden;
+}
+.cmp-table th,
+.cmp-table td {
+  border-bottom: 1px solid var(--border-soft);
+  padding: 14px 16px;
+  vertical-align: top;
+  text-align: left;
+}
+.cmp-table th:first-child,
+.cmp-table td:first-child { width: 22%; }
+.cmp-table tr:last-child td { border-bottom: none; }
+.cmp-cell-note {
+  margin-top: 6px;
+  font-size: 11px;
+  color: var(--muted);
+  line-height: 1.4;
+}
+.cmp-pnl-pos { color: var(--green); font-weight: 600; }
+.cmp-pnl-neg { color: var(--red); font-weight: 600; }
+.cmp-rec-head { font-size: 16px; margin-bottom: 8px; }
+.cmp-rec-reason { margin: 0 0 10px; color: var(--muted); font-size: 13px; }
+.cmp-rec-list { margin: 0; padding-left: 20px; font-size: 13px; line-height: 1.55; }
+.cmp-warn { margin-top: 12px; font-size: 12px; color: var(--warn, #e6a23c); }
+.cmp-foot-note { margin: 12px 0 0; font-size: 11px; color: var(--muted); }
+@media (max-width: 900px) {
+  .cmp-form .card,
+  .cmp-common-card,
+  .cmp-sum-card,
+  .cmp-rec-card {
+    padding: 16px;
+  }
+  .cmp-form-grid { grid-template-columns: repeat(2, minmax(0, 1fr)); }
+  .cmp-input-cols,
+  .cmp-summary { grid-template-columns: 1fr; }
+  .cmp-table th,
+  .cmp-table td { padding: 12px 14px; }
+}

manual_trading_hub/static/app.js

@@ -9,12 +9,42 @@
     return !!d[key];
   }
 
+  window.hubDisplayPref = displayPref;
+
   function showAccountPnlPref() {
     return displayPref("show_account_pnl", true);
   }
 
   window.hubShowAccountPnlPref = showAccountPnlPref;
 
+  function showMonitorBinancePref() {
+    return displayPref("show_monitor_binance", true);
+  }
+
+  function showMonitorOkxPerpPref() {
+    return displayPref("show_monitor_okx_perp", true);
+  }
+
+  function showMonitorOkxOptionsPref() {
+    return displayPref("show_monitor_okx_options", true);
+  }
+
+  function showMonitorGatePref() {
+    return displayPref("show_monitor_gate", true);
+  }
+
+  function monitorExchangeKeyVisible(key) {
+    const k = String(key || "").toLowerCase();
+    if (k === "binance") return showMonitorBinancePref();
+    if (k === "gate") return showMonitorGatePref();
+    if (k === "okx") return showMonitorOkxPerpPref() || showMonitorOkxOptionsPref();
+    return true;
+  }
+
+  function filterVisibleMonitorRows(rows) {
+    return (rows || []).filter((r) => monitorExchangeKeyVisible(r && r.key));
+  }
+
   function showNavFundsPref() {
     return displayPref("show_nav_funds", true);
   }
@@ -157,32 +187,33 @@
 
   function syncDisplayPrefsUI(data) {
     const d = (data && data.display) || {};
-    const pnlCb = document.getElementById("pref-show-account-pnl");
-    const fundsCb = document.getElementById("pref-show-nav-funds");
-    const dashCb = document.getElementById("pref-show-nav-dashboard");
-    const planCb = document.getElementById("pref-show-nav-plan");
-    const archiveCb = document.getElementById("pref-show-nav-archive");
-    const quotesCb = document.getElementById("pref-show-nav-quotes");
-    const aiCb = document.getElementById("pref-show-nav-ai");
-    const calcCb = document.getElementById("pref-show-nav-calculator");
-    const compareCb = document.getElementById("pref-show-nav-compare");
-    const strategyCb = document.getElementById("pref-show-nav-strategy");
-    const ampCb = document.getElementById("pref-show-nav-amp-stats");
-    const helpCb = document.getElementById("pref-show-nav-help");
-    const logsCb = document.getElementById("pref-show-nav-logs");
-    if (pnlCb) pnlCb.checked = d.show_account_pnl !== false;
-    if (fundsCb) fundsCb.checked = d.show_nav_funds !== false;
-    if (dashCb) dashCb.checked = d.show_nav_dashboard !== false;
-    if (planCb) planCb.checked = d.show_nav_plan !== false;
-    if (archiveCb) archiveCb.checked = d.show_nav_archive !== false;
-    if (quotesCb) quotesCb.checked = d.show_nav_quotes !== false;
-    if (aiCb) aiCb.checked = d.show_nav_ai !== false;
-    if (calcCb) calcCb.checked = d.show_nav_calculator !== false;
-    if (compareCb) compareCb.checked = d.show_nav_compare !== false;
-    if (strategyCb) strategyCb.checked = d.show_nav_strategy !== false;
-    if (ampCb) ampCb.checked = d.show_nav_amp_stats !== false;
-    if (helpCb) helpCb.checked = d.show_nav_help !== false;
-    if (logsCb) logsCb.checked = d.show_nav_logs !== false;
+    const setChk = (id, key) => {
+      const el = document.getElementById(id);
+      if (el) el.checked = d[key] !== false;
+    };
+    setChk("pref-show-account-pnl", "show_account_pnl");
+    setChk("pref-show-nav-funds", "show_nav_funds");
+    setChk("pref-show-nav-dashboard", "show_nav_dashboard");
+    setChk("pref-show-nav-plan", "show_nav_plan");
+    setChk("pref-show-nav-archive", "show_nav_archive");
+    setChk("pref-show-nav-quotes", "show_nav_quotes");
+    setChk("pref-show-nav-ai", "show_nav_ai");
+    setChk("pref-show-nav-calculator", "show_nav_calculator");
+    setChk("pref-show-nav-compare", "show_nav_compare");
+    setChk("pref-show-nav-strategy", "show_nav_strategy");
+    setChk("pref-show-nav-amp-stats", "show_nav_amp_stats");
+    setChk("pref-show-nav-help", "show_nav_help");
+    setChk("pref-show-nav-logs", "show_nav_logs");
+    setChk("pref-show-monitor-binance", "show_monitor_binance");
+    setChk("pref-show-monitor-okx-perp", "show_monitor_okx_perp");
+    setChk("pref-show-monitor-okx-options", "show_monitor_okx_options");
+    setChk("pref-show-monitor-gate", "show_monitor_gate");
+    setChk("pref-show-strategy-playbook-v2", "show_strategy_playbook_v2");
+    setChk("pref-show-strategy-playbook", "show_strategy_playbook");
+    setChk("pref-show-strategy-behavior", "show_strategy_behavior");
+    setChk("pref-show-strategy-binance", "show_strategy_binance");
+    setChk("pref-show-strategy-okx", "show_strategy_okx");
+    setChk("pref-show-strategy-gate", "show_strategy_gate");
     syncNavVisibility(data);
   }
 
@@ -1569,7 +1600,7 @@
       if (upd) upd.textContent = txt;
       if (updSum) updSum.textContent = txt;
     }
-    updateMonitorAlertSummary(rows || []);
+    updateMonitorAlertSummary(filterVisibleMonitorRows(rows || []));
     void refreshMacroRiskBanner(rows || []);
     renderMonitorGrid(rows || []);
   }
@@ -2080,19 +2111,20 @@
         if (lastMonitorRows.length && nowMobile !== wasMobile) {
           wasMobile = nowMobile;
           renderMonitorGrid(lastMonitorRows);
-          updateMonitorAlertSummary(lastMonitorRows);
+          updateMonitorAlertSummary(filterVisibleMonitorRows(lastMonitorRows));
           syncHubMobileTabActive(currentPage());
           return;
         }
         wasMobile = nowMobile;
         const box = document.getElementById("monitor-grid");
         if (box && lastMonitorRows.length) {
-          const split = monitorOptionsSplitActive(lastMonitorRows);
-          syncMonitorGridColumns(box, lastMonitorRows.length + (lastMonitorTotals ? 1 : 0), {
+          const visible = filterVisibleMonitorRows(lastMonitorRows);
+          const split = monitorOptionsSplitActive(visible);
+          syncMonitorGridColumns(box, visible.length + (lastMonitorTotals ? 1 : 0), {
             statsFirst: !!lastMonitorTotals && !split,
             optionsSplit: split,
           });
-          updateMonitorAlertSummary(lastMonitorRows);
+          updateMonitorAlertSummary(visible);
         }
         syncHubMobileTabActive(currentPage());
       }, 120);
@@ -2486,11 +2518,12 @@
     const fs = document.getElementById("exchange-fullscreen");
     const fsInner = document.getElementById("exchange-fullscreen-inner");
     if (!box) return;
-    if (expandedExchangeId && !rows.some((r) => String(r.id) === String(expandedExchangeId))) {
+    const visibleSource = filterVisibleMonitorRows(rows);
+    if (expandedExchangeId && !visibleSource.some((r) => String(r.id) === String(expandedExchangeId))) {
       closeExchangeFullscreen();
     }
     const mobileTiles = isMobileLayout() && !expandedExchangeId;
-    const displayRows = mobileTiles ? sortRowsForMobileDashboard(rows) : rows;
+    const displayRows = mobileTiles ? sortRowsForMobileDashboard(visibleSource) : visibleSource;
     const optionsSplit = monitorOptionsSplitActive(displayRows);
     monitorGridOptionsSplit = optionsSplit;
     const showStatsCard = !expandedExchangeId;
@@ -2503,20 +2536,33 @@
       let cardsHtml = "";
       if (optionsSplit) {
         const okxRow = displayRows.find((r) => rowHasOptionsLayout(r));
-        const otherRows = displayRows.filter((r) => !rowHasOptionsLayout(r));
-        const ph =
-          '<div class="card card-monitor-split-side card-monitor-placeholder" aria-hidden="true"></div>';
-        /* 平铺 2×2 顺序:永续|币安 / 期权|Gate —— 同行左右同高,多仓时该行一起长高 */
-        const cells = [
-          okxRow ? renderMonitorCard(okxRow, { okxPart: "perp", splitSide: true }) : ph,
-          otherRows[0] ? renderMonitorCard(otherRows[0], { splitSide: true }) : ph,
-          okxRow ? renderMonitorCard(okxRow, { okxPart: "options", splitSide: true }) : ph,
-          otherRows[1] ? renderMonitorCard(otherRows[1], { splitSide: true }) : ph,
-        ];
-        for (let i = 2; i < otherRows.length; i++) {
-          cells.push(renderMonitorCard(otherRows[i], { splitSide: true }));
+        const otherByKey = {};
+        displayRows
+          .filter((r) => !rowHasOptionsLayout(r))
+          .forEach((r) => {
+            otherByKey[String(r.key || "").toLowerCase()] = r;
+          });
+        /* 平铺顺序尽量保持:永续|币安 / 期权|Gate;隐藏项不占位 */
+        const cells = [];
+        if (okxRow && showMonitorOkxPerpPref()) {
+          cells.push(renderMonitorCard(okxRow, { okxPart: "perp", splitSide: true }));
         }
-        cardsHtml = `<div class="monitor-split-body monitor-split-2x2">${cells.join("")}</div>`;
+        if (otherByKey.binance && showMonitorBinancePref()) {
+          cells.push(renderMonitorCard(otherByKey.binance, { splitSide: true }));
+        }
+        if (okxRow && showMonitorOkxOptionsPref()) {
+          cells.push(renderMonitorCard(okxRow, { okxPart: "options", splitSide: true }));
+        }
+        if (otherByKey.gate && showMonitorGatePref()) {
+          cells.push(renderMonitorCard(otherByKey.gate, { splitSide: true }));
+        }
+        Object.keys(otherByKey).forEach((k) => {
+          if (k === "binance" || k === "gate") return;
+          cells.push(renderMonitorCard(otherByKey[k], { splitSide: true }));
+        });
+        cardsHtml = cells.length
+          ? `<div class="monitor-split-body monitor-split-2x2">${cells.join("")}</div>`
+          : "";
       } else {
         cardsHtml =
           displayRows
@@ -2545,7 +2591,7 @@
     }
 
     if (expandedExchangeId && fs && fsInner) {
-      const row = rows.find((r) => String(r.id) === String(expandedExchangeId));
+      const row = visibleSource.find((r) => String(r.id) === String(expandedExchangeId));
       if (row) {
         try {
           fsInner.innerHTML = renderFullscreenExchange(row);
@@ -3900,7 +3946,8 @@
 
   function monitorOptionsSplitActive(rows) {
     if (isMobileLayout() || expandedExchangeId) return false;
-    return (rows || []).some((r) => rowHasOptionsLayout(r));
+    if (!(rows || []).some((r) => rowHasOptionsLayout(r))) return false;
+    return showMonitorOkxPerpPref() || showMonitorOkxOptionsPref();
   }
 
   function renderPerpetualInnerCard(row, ag, pos, orders, trends, tickMap, intraday) {
@@ -5112,19 +5159,10 @@
 
   function collectSettingsFromUI() {
     const rows = [...document.querySelectorAll("#settings-list .settings-card")];
-    const pnlCb = document.getElementById("pref-show-account-pnl");
-    const fundsCb = document.getElementById("pref-show-nav-funds");
-    const dashCb = document.getElementById("pref-show-nav-dashboard");
-    const planCb = document.getElementById("pref-show-nav-plan");
-    const archiveCb = document.getElementById("pref-show-nav-archive");
-    const quotesCb = document.getElementById("pref-show-nav-quotes");
-    const aiCb = document.getElementById("pref-show-nav-ai");
-    const calcCb = document.getElementById("pref-show-nav-calculator");
-    const compareCb = document.getElementById("pref-show-nav-compare");
-    const strategyCb = document.getElementById("pref-show-nav-strategy");
-    const ampCb = document.getElementById("pref-show-nav-amp-stats");
-    const helpCb = document.getElementById("pref-show-nav-help");
-    const logsCb = document.getElementById("pref-show-nav-logs");
+    const chk = (id) => {
+      const el = document.getElementById(id);
+      return el ? !!el.checked : true;
+    };
     const supEnabled = document.getElementById("supervisor-enabled");
     const supProg = document.getElementById("supervisor-wechat-program");
     const supWebhook = document.getElementById("supervisor-wechat-webhook");
@@ -5137,19 +5175,29 @@
     return {
       version: 1,
       display: {
-        show_account_pnl: pnlCb ? !!pnlCb.checked : true,
-        show_nav_funds: fundsCb ? !!fundsCb.checked : true,
-        show_nav_dashboard: dashCb ? !!dashCb.checked : true,
-        show_nav_plan: planCb ? !!planCb.checked : true,
-        show_nav_archive: archiveCb ? !!archiveCb.checked : true,
-        show_nav_quotes: quotesCb ? !!quotesCb.checked : true,
-        show_nav_ai: aiCb ? !!aiCb.checked : true,
-        show_nav_calculator: calcCb ? !!calcCb.checked : true,
-        show_nav_compare: compareCb ? !!compareCb.checked : true,
-        show_nav_strategy: strategyCb ? !!strategyCb.checked : true,
-        show_nav_amp_stats: ampCb ? !!ampCb.checked : true,
-        show_nav_help: helpCb ? !!helpCb.checked : true,
-        show_nav_logs: logsCb ? !!logsCb.checked : true,
+        show_account_pnl: chk("pref-show-account-pnl"),
+        show_nav_funds: chk("pref-show-nav-funds"),
+        show_nav_dashboard: chk("pref-show-nav-dashboard"),
+        show_nav_plan: chk("pref-show-nav-plan"),
+        show_nav_archive: chk("pref-show-nav-archive"),
+        show_nav_quotes: chk("pref-show-nav-quotes"),
+        show_nav_ai: chk("pref-show-nav-ai"),
+        show_nav_calculator: chk("pref-show-nav-calculator"),
+        show_nav_compare: chk("pref-show-nav-compare"),
+        show_nav_strategy: chk("pref-show-nav-strategy"),
+        show_nav_amp_stats: chk("pref-show-nav-amp-stats"),
+        show_nav_help: chk("pref-show-nav-help"),
+        show_nav_logs: chk("pref-show-nav-logs"),
+        show_monitor_binance: chk("pref-show-monitor-binance"),
+        show_monitor_okx_perp: chk("pref-show-monitor-okx-perp"),
+        show_monitor_okx_options: chk("pref-show-monitor-okx-options"),
+        show_monitor_gate: chk("pref-show-monitor-gate"),
+        show_strategy_playbook_v2: chk("pref-show-strategy-playbook-v2"),
+        show_strategy_playbook: chk("pref-show-strategy-playbook"),
+        show_strategy_behavior: chk("pref-show-strategy-behavior"),
+        show_strategy_binance: chk("pref-show-strategy-binance"),
+        show_strategy_okx: chk("pref-show-strategy-okx"),
+        show_strategy_gate: chk("pref-show-strategy-gate"),
       },
       supervisor: {
         enabled: supEnabled ? !!supEnabled.checked : true,
@@ -5210,6 +5258,9 @@
       if (window.hubDashboardPage && window.hubDashboardPage.refresh) {
         window.hubDashboardPage.refresh();
       }
+      if (window.hubStrategyPage && typeof window.hubStrategyPage.reloadMeta === "function") {
+        window.hubStrategyPage.reloadMeta();
+      }
       if (!pageNavAllowed(currentPage())) {
         history.replaceState({}, "", "/monitor");
         setActiveNav();

manual_trading_hub/static/archive.js

@@ -35,6 +35,7 @@
   const elQuoteContent = document.getElementById("archive-quote-content");
   const elQuoteSubmit = document.getElementById("archive-quote-submit");
   const elContentTabs = document.getElementById("archive-content-tabs");
+  const elProductTabs = document.getElementById("archive-product-tabs");
   const elPanelViz = document.getElementById("archive-panel-viz");
   const elPanelCalendar = document.getElementById("archive-panel-calendar");
   const elPanelTrades = document.getElementById("archive-panel-trades");
@@ -76,6 +77,7 @@
   let selectedQuoteId = null;
   let editingQuoteId = null;
   let archiveContentTab = "trades";
+  let archiveProduct = "perp";
   let quoteDayTrades = [];
   let quoteDayTradesDay = "";
   let quoteDayTradesReq = 0;
@@ -416,6 +418,44 @@
     syncPeriodUI();
   }
 
+  function isOptionsProduct() {
+    return archiveProduct === "options";
+  }
+
+  function syncProductUI() {
+    document.body.classList.toggle("archive-product-options", isOptionsProduct());
+    if (elProductTabs) {
+      elProductTabs.querySelectorAll(".archive-product-tab").forEach(function (btn) {
+        const on = btn.getAttribute("data-archive-product") === archiveProduct;
+        btn.classList.toggle("is-active", on);
+        btn.setAttribute("aria-selected", on ? "true" : "false");
+      });
+    }
+    if (isOptionsProduct()) {
+      setChartOpen(false);
+      if (archiveContentTab === "viz") setArchiveContentTab("trades");
+    }
+  }
+
+  function setArchiveProduct(product) {
+    const next = product === "options" ? "options" : "perp";
+    if (next === archiveProduct) return;
+    archiveProduct = next;
+    selected = null;
+    selectedTradeKey = null;
+    syncProductUI();
+    void loadDailyTrades();
+    void loadCalendar();
+  }
+
+  function dailyTradesApiPath() {
+    return isOptionsProduct() ? "/api/archive/options/daily-trades" : "/api/archive/daily-trades";
+  }
+
+  function calendarApiPath() {
+    return isOptionsProduct() ? "/api/archive/options/calendar" : "/api/archive/calendar";
+  }
+
   function queryDailyParams() {
     const q = new URLSearchParams();
     q.set("period", periodMode);
@@ -430,7 +470,7 @@
     if (ex) q.set("exchange_key", ex);
     if (elFilterProfit && elFilterProfit.checked) q.set("filter_profit", "1");
     if (elFilterLoss && elFilterLoss.checked) q.set("filter_loss", "1");
-    if (elFilterSick && elFilterSick.checked) q.set("filter_sick", "1");
+    if (!isOptionsProduct() && elFilterSick && elFilterSick.checked) q.set("filter_sick", "1");
     if (elSearch && elSearch.value.trim()) q.set("search", elSearch.value.trim());
     return q.toString();
   }
@@ -554,7 +594,7 @@
         return q;
       },
       fetchFn: async function (q) {
-        const r = await apiFetch("/api/archive/calendar?" + q.toString());
+        const r = await apiFetch(calendarApiPath() + "?" + q.toString());
         return r.json();
       },
       parseResponse: function (data) {
@@ -1089,7 +1129,7 @@
     elQuoteDayTradesBody.innerHTML = '<p class="archive-empty">加载当日已平仓…</p>';
     if (elQuoteDayTradesMeta) elQuoteDayTradesMeta.textContent = day;
     try {
-      const r = await apiFetch("/api/archive/daily-trades?" + q.toString());
+      const r = await apiFetch(dailyTradesApiPath() + "?" + q.toString());
       const j = await r.json();
       if (req !== quoteDayTradesReq) return;
       if (!r.ok) {
@@ -1827,6 +1867,80 @@
       return;
     }
     const pageRows = pagedDailyTrades();
+    if (isOptionsProduct()) {
+      elTrades.innerHTML =
+        '<table class="archive-trades-table"><thead><tr>' +
+        "<th>交易所</th><th>标的</th><th>合约/来源</th><th>开仓时间</th><th>平仓时间</th><th>持仓</th>" +
+        "<th>类型</th><th>策略</th><th>盈亏</th><th>权利金</th><th>复盘</th>" +
+        "</tr></thead><tbody>" +
+        pageRows
+          .map(function (t) {
+            const rowKey = tradeRowKey(t);
+            const active = rowKey && rowKey === selectedTradeKey ? " is-active" : "";
+            const holdMin =
+              t.hold_minutes != null
+                ? t.hold_minutes
+                : t.hold_seconds != null
+                  ? Number(t.hold_seconds) / 60
+                  : null;
+            const optLabel =
+              t.source_label ||
+              t.source_type ||
+              (t.opt_type === "C" || t.opt_type === "CALL"
+                ? "Call"
+                : t.opt_type === "P" || t.opt_type === "PUT"
+                  ? "Put"
+                  : "—");
+            const pnl = t.pnl_amount != null ? t.pnl_amount : t.realized_pnl_total;
+            return (
+              '<tr class="archive-trade-row' +
+              active +
+              '" data-key="' +
+              esc(rowKey) +
+              '">' +
+              "<td>" +
+              esc(tradeRowExchange(t)) +
+              "</td>" +
+              '<td class="archive-symbol">' +
+              esc(t.underlying || "—") +
+              "</td>" +
+              "<td>" +
+              esc(t.inst_id || t.source_label || "—") +
+              "</td>" +
+              '<td class="archive-dt">' +
+              fmtDt(t.opened_at) +
+              "</td>" +
+              '<td class="archive-dt">' +
+              fmtDt(t.closed_at) +
+              "</td>" +
+              '<td class="archive-hold">' +
+              fmtDurationMinutes(holdMin) +
+              "</td>" +
+              "<td>" +
+              esc(optLabel) +
+              "</td>" +
+              "<td>" +
+              esc(t.strategy_tag || "—") +
+              "</td>" +
+              '<td class="' +
+              pnlClass(pnl) +
+              '">' +
+              fmtPnl(pnl) +
+              "</td>" +
+              "<td>" +
+              fmtVolStat(t.premium_total != null ? t.premium_total : t.premium_paid) +
+              "</td>" +
+              "<td>" +
+              (t.reviewed ? "已复盘" : "—") +
+              "</td>" +
+              "</tr>"
+            );
+          })
+          .join("") +
+        "</tbody></table>";
+      updateTradesPager();
+      return;
+    }
     elTrades.innerHTML =
       '<table class="archive-trades-table"><thead><tr>' +
       "<th>交易所</th><th>合约</th><th>开仓类型</th><th>开仓时间</th><th>平仓时间</th><th>持仓时长</th>" +
@@ -2051,7 +2165,7 @@
 
   async function loadDailyTrades() {
     setStatus("加载交易记录…");
-    const r = await apiFetch("/api/archive/daily-trades?" + queryDailyParams());
+    const r = await apiFetch(dailyTradesApiPath() + "?" + queryDailyParams());
     const j = await r.json();
     if (!r.ok) {
       setStatus(j.detail || "加载失败");
@@ -2080,7 +2194,8 @@
     void loadCalendar();
     if (archiveContentTab === "quotes") void loadQuoteDayTrades();
     setStatus(
-      (periodLabel || tradingDay || "当日") +
+      (isOptionsProduct() ? "期权 · " : "永续 · ") +
+        (periodLabel || tradingDay || "当日") +
         " · 列表 " +
         dailyTrades.length +
         " 笔 · " +
@@ -2105,6 +2220,7 @@
 
   function formatSyncSummary(j) {
     const results = j.results || [];
+    const optResults = j.options_results || [];
     const okN = results.filter(function (x) {
       return x.ok !== false;
     }).length;
@@ -2118,6 +2234,19 @@
         parts.push(line);
       }
     });
+    optResults.forEach(function (row) {
+      const label = (row.exchange_key || row.name || "?") + "期权";
+      if (row.ok === false) parts.push(label + " 失败: " + (row.msg || "未知错误"));
+      else {
+        let line =
+          label +
+          " " +
+          (row.trade_count != null ? row.trade_count : row.trades_upserted || 0) +
+          " 笔";
+        if (row.trades_removed > 0) line += " 清" + row.trades_removed;
+        parts.push(line);
+      }
+    });
     return parts.join(" · ");
   }
 
@@ -2217,6 +2346,13 @@
         setArchiveContentTab(btn.getAttribute("data-archive-tab") || "trades");
       });
     }
+    if (elProductTabs) {
+      elProductTabs.addEventListener("click", function (ev) {
+        const btn = ev.target.closest(".archive-product-tab");
+        if (!btn) return;
+        setArchiveProduct(btn.getAttribute("data-archive-product") || "perp");
+      });
+    }
     if (elTfTabs) {
       elTfTabs.addEventListener("click", function (ev) {
         const btn = ev.target.closest(".archive-tf-btn");
@@ -2249,6 +2385,7 @@
       syncPeriodUI();
       syncTradesLayout();
       bindEvents();
+      syncProductUI();
       setArchiveContentTab("trades");
       inited = true;
     }

manual_trading_hub/static/index.html

@@ -16,7 +16,7 @@
   <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
   <link href="https://fonts.googleapis.com/css2?family=JetBrains+Mono:wght@400;500;600&family=Orbitron:wght@500;600;700&display=swap" rel="stylesheet" media="print" onload="this.media='all'" />
   <noscript><link href="https://fonts.googleapis.com/css2?family=JetBrains+Mono:wght@400;500;600&family=Orbitron:wght@500;600;700&display=swap" rel="stylesheet" /></noscript>
-      <link rel="stylesheet" href="/assets/app.css?v=20260723-cmp-pad" />
+      <link rel="stylesheet" href="/assets/app.css?v=20260724-opt-archive" />
   <link rel="stylesheet" href="/assets/trade_stats_calendar.css?v=4" />
   <link rel="stylesheet" href="/assets/account_risk_badge.css?v=4" />
   <script src="/assets/account_risk_badge.js?v=4"></script>
@@ -451,7 +451,11 @@
     <div id="page-archive" class="page hidden">
       <div class="page-head">
         <h1><span class="head-tag">IN</span> 内照明心</h1>
-        <p class="page-desc">交易记录 · 交易日历 · 图表概览 · 复盘语录</p>
+        <p class="page-desc">永续 / 期权交易记录 · 交易日历 · 图表概览 · 复盘语录</p>
+      </div>
+      <div class="archive-product-tabs" id="archive-product-tabs" role="tablist" aria-label="品种">
+        <button type="button" class="archive-product-tab is-active" role="tab" aria-selected="true" data-archive-product="perp">永续</button>
+        <button type="button" class="archive-product-tab" role="tab" aria-selected="false" data-archive-product="options">期权</button>
       </div>
       <div class="archive-toolbar toolbar">
         <label class="chk-label archive-toolbar-desktop"><input type="checkbox" id="archive-filter-profit" /> 盈利单</label>
@@ -1081,7 +1085,7 @@
       <div class="page-head strategy-page-head">
         <div>
           <h1><span class="head-tag">STR</span> 策略说明</h1>
-          <p class="page-desc">执行手册 · 三所策略正文(带目录) · 执行清单(打印对照)</p>
+          <p class="page-desc">执行手册v2（无对冲）· 行为准则 · 三所策略正文 · 执行清单</p>
         </div>
         <div class="strategy-page-actions no-print">
           <button type="button" id="strategy-btn-download" class="ghost">下载 HTML</button>
@@ -1382,6 +1386,50 @@
               <input type="checkbox" id="pref-show-nav-logs" checked />
               顶栏显示「系统日志」
             </label>
+            <p class="settings-display-subtitle">监控区卡片</p>
+            <p class="settings-display-hint">仅隐藏监控区界面卡片,不关闭账户与后台拉取.例:只做 OKX 期权与 Gate 时可关掉币安与 OKX 永续.</p>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-monitor-binance" checked />
+              监控区显示「币安」
+            </label>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-monitor-okx-perp" checked />
+              监控区显示「OKX 永续」
+            </label>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-monitor-okx-options" checked />
+              监控区显示「OKX 期权」
+            </label>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-monitor-gate" checked />
+              监控区显示「Gate」
+            </label>
+            <p class="settings-display-subtitle">策略说明页签</p>
+            <p class="settings-display-hint">关闭后该页签从策略说明中消失;顶栏「策略说明」入口仍由上方导航开关控制.</p>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-strategy-playbook-v2" checked />
+              策略说明显示「执行手册v2」
+            </label>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-strategy-playbook" checked />
+              策略说明显示「执行手册v1」
+            </label>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-strategy-behavior" checked />
+              策略说明显示「行为准则」
+            </label>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-strategy-binance" checked />
+              策略说明显示「币安」
+            </label>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-strategy-okx" checked />
+              策略说明显示「OKX」
+            </label>
+            <label class="chk-label settings-display-chk">
+              <input type="checkbox" id="pref-show-strategy-gate" checked />
+              策略说明显示「Gate」
+            </label>
             <p class="settings-display-hint">保存至 hub_settings.json,换浏览器同样生效.关闭导航后对应页面将不可从顶栏进入,直接访问 URL 会跳回监控区.</p>
           </section>
 
@@ -1629,11 +1677,11 @@
   <script src="/assets/calculator.js?v=20260715-calc-tabs"></script>
   <script src="/assets/compare.js?v=20260723-compare"></script>
   <script src="/assets/trade_stats_calendar.js?v=3"></script>
-  <script src="/assets/archive.js?v=20260717-archive-cal-chart"></script>
+  <script src="/assets/archive.js?v=20260724-opt-archive"></script>
   <script src="/assets/quotes.js?v=20260717-quotes-feed"></script>
   <script src="/assets/funds.js?v=20260717-funds-scroll-fix"></script>
   <script src="/assets/dashboard.js?v=20260723-hide-pnl"></script>
-  <script src="/assets/strategy.js?v=9"></script>
+  <script src="/assets/strategy.js?v=11"></script>
   <script src="/assets/amp_stats.js?v=5"></script>
   <script src="/assets/help.js?v=1"></script>
   <script src="/assets/logs.js?v=1"></script>
@@ -1642,6 +1690,6 @@
   <script src="/assets/options_expiry_countdown.js?v=1"></script>
   <script src="/assets/options_position_cards.js?v=3"></script>
   <script src="/assets/backup.js?v=1"></script>
-  <script src="/assets/app.js?v=20260723-compare"></script>
+  <script src="/assets/app.js?v=20260724-display-hide"></script>
 </body>
 </html>

manual_trading_hub/static/strategy.js

@@ -21,7 +21,7 @@
   const btnPrintChecklistInline = document.getElementById("strategy-btn-print-checklist-inline");
   const btnDownload = document.getElementById("strategy-btn-download");
 
-  let activeKey = "playbook";
+  let activeKey = "playbook_v2";
   let activeView = "doc";
   let tabsMeta = [];
   let cache = {};
@@ -74,6 +74,14 @@
 
   function renderExchangeTabs() {
     if (!tabsEl) return;
+    if (!tabsMeta.length) {
+      tabsEl.innerHTML = "";
+      if (statusEl) statusEl.textContent = "当前无可显示的策略页签(可在系统设置·显示与导航中开启)";
+      if (docBody) docBody.innerHTML = "";
+      if (docToc) docToc.innerHTML = "";
+      if (checklistBody) checklistBody.innerHTML = "";
+      return;
+    }
     tabsEl.innerHTML = tabsMeta
       .map(
         (t) =>
@@ -274,6 +282,15 @@
     renderExchangeTabs();
   }
 
+  async function reloadMeta() {
+    try {
+      await loadMeta();
+      if (tabsMeta.length) await loadExchange(activeKey);
+    } catch (e) {
+      if (statusEl) statusEl.textContent = String(e);
+    }
+  }
+
   async function printSection(mode) {
     const part = mode === "checklist" ? "checklist" : "doc";
     const url = `/api/strategy/${encodeURIComponent(activeKey)}/print?part=${encodeURIComponent(part)}`;
@@ -334,7 +351,8 @@
     setView(activeView);
     try {
       await loadMeta();
-      await loadExchange(activeKey);
+      if (tabsMeta.length) await loadExchange(activeKey);
+      else if (statusEl) statusEl.textContent = "当前无可显示的策略页签(可在系统设置·显示与导航中开启)";
     } catch (e) {
       if (statusEl) statusEl.textContent = String(e);
     }
@@ -347,5 +365,5 @@
     }
   }
 
-  window.hubStrategyPage = { init, destroy };
+  window.hubStrategyPage = { init, destroy, reloadMeta };
 })();

scripts/build_playbook_xmind.py

@@ -0,0 +1,674 @@
+#!/usr/bin/env python3
+"""Generate business-style XMind (Zen/2020+) from playbook + behavior rules."""
+from __future__ import annotations
+
+import json
+import uuid
+import zipfile
+from pathlib import Path
+from typing import Any, Optional
+
+OUT = Path(__file__).resolve().parents[1] / "docs" / "交易执行手册与行为准则.xmind"
+
+# 商务配色：深蓝主调 + 灰蓝辅色 + 强调色
+C_ROOT = "#0F2942"
+C_L1 = "#1B4F72"
+C_L2 = "#2E86AB"
+C_PASS = "#1E8449"
+C_FAIL = "#922B21"
+C_WARN = "#B9770E"
+C_MUTED = "#566573"
+C_TEXT = "#FFFFFF"
+C_TEXT_DARK = "#1C2833"
+
+
+def tid() -> str:
+    return uuid.uuid4().hex[:26]
+
+
+def style(
+    *,
+    fill: Optional[str] = None,
+    color: Optional[str] = None,
+    font_size: str = "12pt",
+    bold: bool = False,
+    shape: str = "org.xmind.topicShape.roundedRect",
+    line: Optional[str] = None,
+) -> dict[str, Any]:
+    props: dict[str, str] = {
+        "shape-class": shape,
+        "fo:font-family": "Microsoft YaHei",
+        "fo:font-size": font_size,
+        "fo:font-weight": "bold" if bold else "normal",
+        "border-line-width": "0pt",
+        "line-width": "1.5pt",
+        "line-class": "org.xmind.branchConnection.roundedelbow",
+    }
+    if fill:
+        props["svg:fill"] = fill
+    if color:
+        props["fo:color"] = color
+    if line:
+        props["line-color"] = line
+    return {"id": tid(), "properties": props}
+
+
+def topic(
+    title: str,
+    children: list | None = None,
+    *,
+    markers: list[str] | None = None,
+    labels: list[str] | None = None,
+    notes: str | None = None,
+    fill: Optional[str] = None,
+    color: Optional[str] = None,
+    font_size: str = "12pt",
+    bold: bool = False,
+    line: Optional[str] = None,
+) -> dict:
+    node: dict[str, Any] = {
+        "id": tid(),
+        "class": "topic",
+        "title": title,
+        "style": style(
+            fill=fill, color=color, font_size=font_size, bold=bold, line=line
+        ),
+    }
+    if markers:
+        node["markers"] = [{"markerId": m} for m in markers]
+    if labels:
+        node["labels"] = labels
+    if notes:
+        node["notes"] = {"plain": {"content": notes}}
+    if children:
+        node["children"] = {"attached": children}
+    return node
+
+
+def t1(title: str, children: list, markers: list[str], label: str) -> dict:
+    return topic(
+        title,
+        children,
+        markers=markers,
+        labels=[label],
+        fill=C_L1,
+        color=C_TEXT,
+        font_size="16pt",
+        bold=True,
+        line=C_L1,
+    )
+
+
+def t2(title: str, children: list | None = None, markers: list[str] | None = None) -> dict:
+    return topic(
+        title,
+        children,
+        markers=markers or ["flag-dark-blue"],
+        fill=C_L2,
+        color=C_TEXT,
+        font_size="13pt",
+        bold=True,
+        line=C_L2,
+    )
+
+
+def leaf(
+    title: str,
+    *,
+    markers: list[str] | None = None,
+    fill: Optional[str] = None,
+    color: Optional[str] = C_TEXT_DARK,
+) -> dict:
+    return topic(
+        title,
+        markers=markers or ["symbol-right"],
+        fill=fill or "#EBF5FB",
+        color=color,
+        font_size="11pt",
+        line="#AED6F1",
+    )
+
+
+def ok(title: str) -> dict:
+    return leaf(title, markers=["other-yes", "symbol-right"], fill="#E8F8F5", color=C_PASS)
+
+
+def no(title: str) -> dict:
+    return leaf(title, markers=["other-no", "flag-gray"], fill="#FDEDEC", color=C_FAIL)
+
+
+def warn(title: str) -> dict:
+    return leaf(title, markers=["symbol-info"], fill="#FEF9E7", color=C_WARN)
+
+
+def build_content() -> list:
+    root = topic(
+        "交易执行体系\n手册 v2 · 开单三检",
+        [
+            t1(
+                "① 设计理念",
+                [
+                    t2(
+                        "核心主张",
+                        [
+                            leaf("少而精，珍惜机会，样本干净", markers=["star-dark-blue"]),
+                            leaf("不保证收益；过程可控，结果随缘", markers=["symbol-info"]),
+                            leaf("过滤比频率重要；日更不是目标", markers=["symbol-info"]),
+                            leaf("看不懂不做；不为开单找理由", markers=["symbol-info"]),
+                            warn("丢掉对冲：无「有保护就能多做」幻觉"),
+                        ],
+                        markers=["other-lightbulb"],
+                    ),
+                    t2(
+                        "工具边界",
+                        [
+                            leaf("OKX 期权：方向单（虚值等）", markers=["flag-blue"]),
+                            leaf("Gate 合约：结构清楚时的波段", markers=["flag-dark-blue"]),
+                            leaf("同一时段尽量只让一边说话", markers=["symbol-equality"]),
+                            no("不做期期对冲 / 偏置壳"),
+                        ],
+                        markers=["symbol-info"],
+                    ),
+                    t2(
+                        "文档分工",
+                        [
+                            leaf("行为准则：能不能动手（防火墙）", markers=["other-lock"]),
+                            leaf("执行手册：怎么做单（玩法/仓位/离场）", markers=["other-note"]),
+                        ],
+                        markers=["other-businesscard"],
+                    ),
+                ],
+                markers=["priority-1", "other-lightbulb"],
+                label="理念",
+            ),
+            t1(
+                "② 资金要求",
+                [
+                    t2(
+                        "总盘约 800U",
+                        [
+                            leaf("单笔约 1.25% 量级", markers=["symbol-info"]),
+                            leaf("全错一天约 2.5% 量级——防守优先", markers=["symbol-info"]),
+                        ],
+                        markers=["other-businesscard"],
+                    ),
+                    t2(
+                        "单笔期权",
+                        [
+                            leaf("约 10U 权利金预算", markers=["priority-1"]),
+                            leaf("一次只持有一个期权仓位", markers=["symbol-info"]),
+                            leaf("打满 = min(余额, 单笔预算)", markers=["symbol-equality"]),
+                        ],
+                        markers=["flag-blue"],
+                    ),
+                    t2(
+                        "Gate 合约",
+                        [
+                            leaf("日内保证金约 50U · 约 10 倍", markers=["symbol-info"]),
+                            leaf("止损一般约 5U", markers=["symbol-info"]),
+                            leaf("单笔最大亏损不超过约 10U", markers=["flag-gray"]),
+                            leaf("有单才用保证金，无单为 0", markers=["task-done"]),
+                        ],
+                        markers=["flag-dark-blue"],
+                    ),
+                    t2(
+                        "日损失心理框",
+                        [
+                            warn("都错：合计大约 ≤20U"),
+                            ok("都对：期望可到 40U+（理想，非每日目标）"),
+                            no("不为「好像有保护」放大仓位"),
+                            warn("尽量少同向双开；双开按合计最坏约 20U"),
+                        ],
+                        markers=["symbol-info"],
+                    ),
+                ],
+                markers=["priority-2", "other-businesscard"],
+                label="资金",
+            ),
+            t1(
+                "③ 操盘思路",
+                [
+                    t2(
+                        "行为准则 · 开单三检",
+                        [
+                            topic(
+                                "一句话防火墙",
+                                [
+                                    leaf("信号够不够清晰？", markers=["symbol-question"]),
+                                    leaf("流程有没有跑通？", markers=["symbol-question"]),
+                                    leaf("情绪是不是在证明自己？", markers=["symbol-question"]),
+                                    no("三检不过 → 不开"),
+                                ],
+                                markers=["other-lock", "priority-1"],
+                                fill="#154360",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["防火墙"],
+                            ),
+                            topic(
+                                "总循环",
+                                [
+                                    leaf("信号判断 → 流程确认 → 情绪自检", markers=["arrow-right"]),
+                                    leaf("全部通过 → 开仓", markers=["other-yes"]),
+                                    leaf("等待系统结果（止盈/止损/到期）", markers=["other-clock"]),
+                                    leaf("复盘整环 → 等待下一信号", markers=["arrow-refresh"]),
+                                    no("任一步否决 → 空仓离开"),
+                                ],
+                                markers=["arrow-right"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                            ),
+                            topic(
+                                "开单前三秒停顿",
+                                [
+                                    leaf("核心信号是什么？", markers=["symbol-info"]),
+                                    leaf("安全流程跑通了吗？", markers=["task-start"]),
+                                    leaf("冷静执行，还是怕踏空/回本/证明自己？", markers=["symbol-info"]),
+                                ],
+                                markers=["other-clock"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                            ),
+                            topic(
+                                "检1 · 信号判断",
+                                [
+                                    ok("一句话说清唯一核心确认"),
+                                    ok("点位/结构本身已够清楚"),
+                                    no("说不清、靠宏观故事自圆"),
+                                    no("「好像有戏」但确认模糊"),
+                                    leaf("对照：1H→空间→结构→定损盈→工具", markers=["arrow-right"]),
+                                ],
+                                markers=["priority-1", "symbol-info"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["Signal"],
+                            ),
+                            topic(
+                                "检2 · 流程确认",
+                                [
+                                    ok("资金与当日额度符合"),
+                                    ok("单笔/组合敞口在预算内"),
+                                    no("资金或次数已触限"),
+                                    no("单笔或日最坏超限 → 暂停"),
+                                    no("「先开了再说」跳步"),
+                                ],
+                                markers=["priority-2", "task-start"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["Process"],
+                            ),
+                            topic(
+                                "检3 · 情绪自检",
+                                [
+                                    ok("符合系统 + 账户没问题 → 开"),
+                                    ok("可接受空仓，旁观者视角"),
+                                    no("怕踏空"),
+                                    no("上回亏了要回本"),
+                                    no("必须证明我是对的"),
+                                    warn("红灯亮了，信号再好看也不开"),
+                                ],
+                                markers=["priority-3", "smiley-smile"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["Emotion"],
+                            ),
+                            topic(
+                                "复盘只记什么",
+                                [
+                                    leaf("信号：是否做了？核心写了什么？", markers=["other-note"]),
+                                    leaf("流程：资金/敞口是否过关？有无跳步？", markers=["other-note"]),
+                                    leaf("情绪：当时是哪一类心态？", markers=["other-note"]),
+                                    warn("结果不推翻「三检是否完成」评分"),
+                                ],
+                                markers=["other-note"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                            ),
+                        ],
+                        markers=["other-lock", "flag-purple"],
+                    ),
+                    t2(
+                        "开仓逻辑",
+                        [
+                            topic(
+                                "主链条（强制）",
+                                [
+                                    leaf("1H 方向：明显 N 字；跟 1H 波段", markers=["priority-1"]),
+                                    leaf("空间：空看支撑、多看阻力；≥约 2%", markers=["priority-2"]),
+                                    leaf("结构：15m/5m；量级约 8h+（约 48×15m）", markers=["priority-3"]),
+                                    leaf("定损盈：外沿/针尖；RR 须接受", markers=["priority-4"]),
+                                    leaf("选工具：期权 或 合约（不对冲）", markers=["priority-5"]),
+                                    no("任一步不过 → 空仓等待"),
+                                ],
+                                markers=["arrow-right", "symbol-info"],
+                                fill="#154360",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["主链"],
+                            ),
+                            topic(
+                                "结构形态参考",
+                                [
+                                    leaf("收敛", markers=["flag-blue"]),
+                                    leaf("两段式回调", markers=["flag-dark-blue"]),
+                                    leaf("箱体", markers=["flag-gray"]),
+                                    leaf("假突破", markers=["flag-orange"]),
+                                ],
+                                markers=["symbol-image"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                            ),
+                            topic(
+                                "期权入场",
+                                [
+                                    ok("主链条全过；结构突破/假突破成立"),
+                                    leaf("一天期方向单；空间够优先虚值", markers=["star-blue"]),
+                                    leaf("默认先只开期权，不上合约", markers=["symbol-info"]),
+                                    leaf("尽量 16:00 后开次日到期", markers=["other-clock"]),
+                                    no("不做：期期对冲、偏置壳、为开而开"),
+                                ],
+                                markers=["flag-blue", "symbol-plus"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["期权"],
+                            ),
+                            topic(
+                                "合约入场（Gate）",
+                                [
+                                    ok("主链条过关；位置极明确"),
+                                    leaf("想清进场：假突破 / 结构突破", markers=["symbol-info"]),
+                                    leaf("止损挂模型位（外沿/针尖）", markers=["symbol-info"]),
+                                    warn("独立假突破：只做合约或空仓"),
+                                    no("勿与「突破期权后再加仓」混仓"),
+                                ],
+                                markers=["flag-dark-blue", "symbol-plus"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["合约"],
+                            ),
+                        ],
+                        markers=["symbol-plus", "arrow-up-right"],
+                    ),
+                    t2(
+                        "平仓逻辑",
+                        [
+                            topic(
+                                "期权离场",
+                                [
+                                    ok("只认：系统/规则止盈"),
+                                    ok("只认：到期"),
+                                    no("开仓后中间不手动平仓"),
+                                    warn("紧急手平 → 标记非策略样本"),
+                                ],
+                                markers=["flag-green", "symbol-minus"],
+                                fill="#145A32",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["期权"],
+                            ),
+                            topic(
+                                "合约离场",
+                                [
+                                    ok("结构止盈为准"),
+                                    ok("结构止损为准（约 5U 量级）"),
+                                    leaf("等待系统/挂单结果，不情绪手平", markers=["other-clock"]),
+                                ],
+                                markers=["flag-dark-green", "symbol-minus"],
+                                fill="#145A32",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                                labels=["合约"],
+                            ),
+                            topic(
+                                "持仓期盯什么",
+                                [
+                                    leaf("程序与纪律是否正常", markers=["task-done"]),
+                                    no("不是浮盈浮亏数字本身"),
+                                    leaf("无信号空档：空跑三检也是训练", markers=["other-lightbulb"]),
+                                ],
+                                markers=["symbol-info"],
+                                fill="#1A5276",
+                                color=C_TEXT,
+                                font_size="12pt",
+                                bold=True,
+                            ),
+                        ],
+                        markers=["symbol-minus", "flag-green"],
+                    ),
+                ],
+                markers=["priority-3", "arrow-right"],
+                label="操盘",
+            ),
+            t1(
+                "④ 纪律执行",
+                [
+                    t2(
+                        "Gate 日纪律",
+                        [
+                            leaf("只做很明确的位置", markers=["symbol-info"]),
+                            leaf("同一位置最多两次机会（突破/假突破）", markers=["priority-2"]),
+                            no("两次都错 → 当日不再做单"),
+                            ok("离场以结构止盈/止损为准"),
+                        ],
+                        markers=["flag-dark-blue", "task-done"],
+                    ),
+                    t2(
+                        "期权日纪律",
+                        [
+                            no("不手平；等规则止盈或到期"),
+                            leaf("一次一仓；约 10U 权利金", markers=["symbol-info"]),
+                            no("不对冲；不做每天默认开期权"),
+                            leaf("损位跟模型：外沿/针尖", markers=["symbol-info"]),
+                        ],
+                        markers=["flag-blue", "task-done"],
+                    ),
+                    t2(
+                        "开仓前自检清单",
+                        [
+                            leaf("今日只动期权/合约？未开对冲？", markers=["task-start"]),
+                            leaf("1H 方向清楚（含 N 字）？", markers=["task-start"]),
+                            leaf("空间足够？结构量级够？", markers=["task-start"]),
+                            leaf("止损/止盈与 RR 定好？", markers=["task-start"]),
+                            leaf("工具选期权还是合约？理由写清？", markers=["task-start"]),
+                            leaf("合约：本位置第几次？今日两次用完？", markers=["task-start"]),
+                        ],
+                        markers=["other-yes", "task-start"],
+                    ),
+                    t2(
+                        "一句话版本",
+                        [
+                            leaf("1H→空间→结构→定损盈→期权/合约", markers=["arrow-right"]),
+                            leaf("不对冲；期权不手平", markers=["flag-gray"]),
+                            leaf("一位置两次，错完收工", markers=["priority-2"]),
+                            leaf("珍惜机会，日更不是目标", markers=["star-dark-blue"]),
+                        ],
+                        markers=["star-dark-blue", "symbol-right"],
+                    ),
+                ],
+                markers=["priority-4", "task-done"],
+                label="纪律",
+            ),
+        ],
+        # 中心主题保持干净：不加图标/标签/备注，避免绿人、黄便签等杂乱标识
+        markers=None,
+        labels=None,
+        fill=C_ROOT,
+        color=C_TEXT,
+        font_size="20pt",
+        bold=True,
+        line=C_ROOT,
+    )
+    root["structureClass"] = "org.xmind.ui.logic.right"
+
+    # XMind Zen 内置主题名；客户端可识别 business
+    sheet = {
+        "id": tid(),
+        "class": "sheet",
+        "title": "执行手册与行为准则 · 商务版",
+        "rootTopic": root,
+        "theme": {
+            "id": tid(),
+            "title": "business",
+            "centralTopic": {
+                "id": "centralTopic",
+                "properties": {
+                    "svg:fill": C_ROOT,
+                    "fo:color": C_TEXT,
+                    "fo:font-family": "Microsoft YaHei",
+                    "fo:font-size": "20pt",
+                    "fo:font-weight": "bold",
+                    "shape-class": "org.xmind.topicShape.roundedRect",
+                    "line-color": C_L1,
+                    "line-width": "2pt",
+                    "line-class": "org.xmind.branchConnection.roundedelbow",
+                },
+            },
+            "mainTopic": {
+                "id": "mainTopic",
+                "properties": {
+                    "svg:fill": C_L1,
+                    "fo:color": C_TEXT,
+                    "fo:font-family": "Microsoft YaHei",
+                    "fo:font-size": "15pt",
+                    "fo:font-weight": "bold",
+                    "shape-class": "org.xmind.topicShape.roundedRect",
+                    "line-color": C_L2,
+                    "line-width": "1.5pt",
+                },
+            },
+            "subTopic": {
+                "id": "subTopic",
+                "properties": {
+                    "svg:fill": C_L2,
+                    "fo:color": C_TEXT,
+                    "fo:font-family": "Microsoft YaHei",
+                    "fo:font-size": "12pt",
+                    "shape-class": "org.xmind.topicShape.roundedRect",
+                    "line-color": "#85C1E9",
+                },
+            },
+            "floatingTopic": {
+                "id": "floatingTopic",
+                "properties": {
+                    "svg:fill": C_MUTED,
+                    "fo:color": C_TEXT,
+                    "fo:font-family": "Microsoft YaHei",
+                },
+            },
+            "importantTopic": {
+                "id": "importantTopic",
+                "properties": {
+                    "svg:fill": C_WARN,
+                    "fo:color": C_TEXT,
+                },
+            },
+            "minorTopic": {
+                "id": "minorTopic",
+                "properties": {
+                    "svg:fill": "#EBF5FB",
+                    "fo:color": C_TEXT_DARK,
+                },
+            },
+            "expiredTopic": {
+                "id": "expiredTopic",
+                "properties": {
+                    "svg:fill": "#D5D8DC",
+                    "fo:color": C_MUTED,
+                },
+            },
+            "calloutTopic": {
+                "id": "calloutTopic",
+                "properties": {
+                    "svg:fill": "#FEF9E7",
+                    "fo:color": C_WARN,
+                },
+            },
+            "summaryTopic": {
+                "id": "summaryTopic",
+                "properties": {
+                    "svg:fill": "#145A32",
+                    "fo:color": C_TEXT,
+                },
+            },
+            "boundary": {
+                "id": "boundary",
+                "properties": {
+                    "svg:fill": "#D6EAF8",
+                    "fo:color": C_L1,
+                    "line-color": C_L2,
+                },
+            },
+            "summary": {
+                "id": "summary",
+                "properties": {
+                    "line-color": C_L1,
+                    "line-width": "2pt",
+                },
+            },
+            "relationship": {
+                "id": "relationship",
+                "properties": {
+                    "line-color": C_MUTED,
+                    "line-pattern": "dash",
+                },
+            },
+            "map": {
+                "id": "map",
+                "properties": {
+                    "svg:fill": "#F4F6F7",
+                    "color-list": f"{C_L1} {C_L2} #2874A6 #1ABC9C #B9770E",
+                    "line-tapered": "none",
+                },
+            },
+        },
+    }
+    return [sheet]
+
+
+def main() -> None:
+    content = build_content()
+    metadata = {
+        "creator": {"name": "crypto_monitor", "version": "1.1"},
+        "activeSheetId": content[0]["id"],
+    }
+    manifest = {
+        "file-entries": {
+            "content.json": {},
+            "metadata.json": {},
+            "manifest.json": {},
+        }
+    }
+    OUT.parent.mkdir(parents=True, exist_ok=True)
+    if OUT.exists():
+        OUT.unlink()
+    with zipfile.ZipFile(OUT, "w", compression=zipfile.ZIP_DEFLATED) as zf:
+        zf.writestr("content.json", json.dumps(content, ensure_ascii=False, indent=2))
+        zf.writestr("metadata.json", json.dumps(metadata, ensure_ascii=False, indent=2))
+        zf.writestr("manifest.json", json.dumps(manifest, ensure_ascii=False, indent=2))
+    print(f"wrote {OUT}")
+
+
+if __name__ == "__main__":
+    main()

tests/test_hub_options_archive_lib.py

@@ -0,0 +1,69 @@
+"""期权档案缓存 upsert / 列表 / 日历."""
+
+from __future__ import annotations
+
+import tempfile
+import unittest
+from pathlib import Path
+
+from lib.hub.hub_options_archive_lib import (
+    init_options_archive_db,
+    list_archive_options_calendar,
+    list_daily_options_trades,
+    upsert_options_trades_cache,
+)
+
+
+class TestHubOptionsArchive(unittest.TestCase):
+    def setUp(self) -> None:
+        self._td = tempfile.TemporaryDirectory()
+        self.db = Path(self._td.name) / "hub_symbol_archive.db"
+        init_options_archive_db(self.db)
+
+    def tearDown(self) -> None:
+        self._td.cleanup()
+
+    def test_upsert_and_list_daily(self) -> None:
+        trades = [
+            {
+                "history_key": "local_opt:1",
+                "source_type": "option_spot",
+                "source_label": "纯期权",
+                "underlying": "ETH",
+                "inst_id": "ETH-USD-250725-3200-C",
+                "opt_type": "C",
+                "opened_at": "2026-07-20 10:00:00",
+                "closed_at": "2026-07-20 16:00:00",
+                "hold_seconds": 21600,
+                "realized_pnl_total": 12.5,
+                "premium_paid": 8.0,
+                "reviewed": True,
+                "strategy_tag": "假突破",
+            },
+            {
+                "history_key": "local_opt:2",
+                "source_type": "option_spot",
+                "underlying": "ETH",
+                "opened_at": "2026-07-19 10:00:00",
+                "closed_at": "2026-07-19 12:00:00",
+                "realized_pnl_total": -3.0,
+                "excluded_as_hedge_leg": 1,
+            },
+        ]
+        r = upsert_options_trades_cache("okx", trades, db_path=self.db)
+        self.assertEqual(r["upserted"], 1)
+        payload = list_daily_options_trades(
+            "2026-07-20",
+            period="today",
+            db_path=self.db,
+        )
+        self.assertEqual(len(payload["trades"]), 1)
+        self.assertEqual(payload["trades"][0]["history_key"], "local_opt:1")
+        self.assertAlmostEqual(payload["stats"]["pnl_total"], 12.5)
+        cal = list_archive_options_calendar(2026, 7, db_path=self.db)
+        self.assertIn("2026-07-20", cal["days"])
+        self.assertEqual(cal["days"]["2026-07-20"]["open_count"], 1)
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_instance_display_env_settings.py

@@ -21,6 +21,19 @@ class TestInstanceDisplayPrefs(unittest.TestCase):
         prefs = normalize_display_prefs({"show_nav_stats": False})
         self.assertFalse(tab_allowed("stats", prefs))
         self.assertTrue(tab_allowed("trade", prefs))
+        self.assertTrue(tab_allowed("key_monitor", prefs))
+
+    def test_key_monitor_and_trade_nav_can_hide(self):
+        prefs = normalize_display_prefs(
+            {"show_nav_key_monitor": False, "show_nav_trade": False}
+        )
+        self.assertFalse(tab_allowed("key_monitor", prefs))
+        self.assertFalse(tab_allowed("trade", prefs))
+        on = normalize_display_prefs({})
+        self.assertTrue(on["show_nav_key_monitor"])
+        self.assertTrue(on["show_nav_trade"])
+        self.assertTrue(tab_allowed("key_monitor", on))
+        self.assertTrue(tab_allowed("trade", on))
 
     def test_dashboard_nav_default_off(self):
         prefs = normalize_display_prefs({})

tests/test_options_budget_full.py

@@ -0,0 +1,16 @@
+"""按可用余额打满:min(余额, 单笔预算)."""
+from __future__ import annotations
+
+from lib.options.options_pricing_lib import resolve_budget_full_usdc
+
+
+def test_balance_above_budget_uses_budget():
+    assert resolve_budget_full_usdc(100.0, 10.0) == 10.0
+
+
+def test_balance_below_budget_uses_balance():
+    assert resolve_budget_full_usdc(5.0, 10.0) == 5.0
+
+
+def test_balance_equals_budget():
+    assert resolve_budget_full_usdc(10.0, 10.0) == 10.0

tests/test_options_notify_lib.py

@@ -0,0 +1,48 @@
+"""期权开平仓微信文案."""
+
+from __future__ import annotations
+
+import unittest
+
+from lib.options.options_notify_lib import (
+    build_options_close_message,
+    build_options_open_message,
+)
+
+
+class TestOptionsNotify(unittest.TestCase):
+    def test_open_close_messages(self) -> None:
+        open_msg = build_options_open_message(
+            account_label="OKX期权",
+            inst_id="ETH-USD-250725-3200-C",
+            underlying="ETH",
+            opt_type="C",
+            sheets=2,
+            premium_paid=8.5,
+            open_quote=0.01,
+            target_index=3400,
+            signal_note="假突破",
+            trade_id=12,
+        )
+        self.assertIn("【OKX期权·开仓】", open_msg)
+        self.assertIn("ETH-USD-250725-3200-C", open_msg)
+        self.assertIn("目标指数:3400", open_msg)
+
+        close_msg = build_options_close_message(
+            account_label="OKX期权",
+            inst_id="ETH-USD-250725-3200-C",
+            reason="手动平仓",
+            underlying="ETH",
+            opt_type="C",
+            sheets=2,
+            premium_paid=8.5,
+            premium_received=12.0,
+            realized_pnl=3.5,
+        )
+        self.assertIn("【OKX期权·平仓】", close_msg)
+        self.assertIn("手动平仓", close_msg)
+        self.assertIn("3.5000", close_msg)
+
+
+if __name__ == "__main__":
+    unittest.main()