Rename points-mode label to absolute coin counts.

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

docs/快照备份.md

@@ -6,7 +6,7 @@
 
 | 标签 | 指向提交 | 说明 |
 |------|----------|------|
-| `snapshot/20260728-2` | `722c511` | 2026-07-28 午后：振幅统计改为波动点数→振幅占比、两日振幅(例25日16:00→27日16:00)；去掉买跨/永期对照 |
+| `snapshot/20260728-2` | `05864d7` | 2026-07-28 午后：振幅统计改为波动点数→振幅占比、两日振幅(例25日16:00→27日16:00)；去掉买跨/永期对照 |
 | `snapshot/20260728` | `c73e363` | 2026-07-28：中控永期对冲计算器（由波动推仓位 / 由比例推点数）、说明文档 |
 | `snapshot/20260727` | `f53f281` | 2026-07-27：实例手机壳(下单/持仓/期权)、著作权声明、托管合同(一用户一机)、服务说明与报价说明 |
 | `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 |

docs/永期对冲计算器.md

@@ -65,6 +65,19 @@ API：`POST /api/calculator/perp-options`
 组合净利 = 期权净利 + 永续亏损
 ```
 
+**C · 横盘（最大亏损）**
+
+波动≈0、期权到期无内在价值：
+
+```text
+永续盈亏 ≈ 0
+永续开平手续费 = 2 × 现价 × 1 × 0.05%   （同价开平）
+最大亏损 = 权利金总额 + 永续开平手续费
+组合净利 = −最大亏损
+```
+
+忽略资金费 / Theta 过程中的中间态；口径与「权利金按全亏」一致。
+
 ### 手测示例
 
 现价 1800、波动 50 点、目标盈利 15、期权杠杆 100、永续杠杆 10：
@@ -80,16 +93,19 @@ API：`POST /api/calculator/perp-options`
 
 ---
 
-## 模式二：由比例推波动点数（`calc_mode=points`）
+## 模式二：由币数推波动点数（`calc_mode=points`）
 
-已知永续:期权比例（如 **1:2**）、目标盈利、期权杠杆 → 反推两套情景要涨/跌多少点才能达到目标。
+已知永续币数 / 期权币数（如 **1:2** 或 **2:4**）、目标盈利、期权杠杆 → 反推两套情景要涨/跌多少点才能达到目标。
+
+**按绝对币数**，不再把输入归一到「永续 1 币」。填 2 与 4 → 永续 2 币 + 期权 4 币（权利金、保证金、手续费均按 2 倍于 1:2 放大；达同一目标盈利所需点数会变小）。
 
 ### 仓位
 
 ```text
-永续币数 = 1
+永续币数 = 输入的永续币数
-期权币数 = 1 × (期权比例 / 永续比例)   # 1:2 → 2 币
+期权币数 = 输入的期权币数
 权利金总额 = 期权币数 × (现价 / 期权杠杆)
+永续保证金 = 现价 × 永续币数 / 永续杠杆
 ```
 
 ### 情景 A · 永续方向对
@@ -97,10 +113,10 @@ API：`POST /api/calculator/perp-options`
 净利 = 目标盈利：
 
 ```text
-move − 权利金 − fee(move) = 目标
+qty×move − 权利金 − fee(move,qty) = 目标
-fee(move) = (2×现价 + move) × 0.05%
+fee = (2×现价 + move) × qty × 0.05%
 
-move = (目标 + 权利金 + 2×现价×0.05%) / (1 − 0.05%)
+move = (目标 + 权利金 + 2×现价×qty×0.05%) / (qty × (1 − 0.05%))
 ```
 
 ### 情景 B · 期权方向对（以组合净利为准）
@@ -108,24 +124,34 @@ move = (目标 + 权利金 + 2×现价×0.05%) / (1 − 0.05%)
 组合净利 = 目标盈利：
 
 ```text
-组合 = 期权币数×move − 权利金 − 1×move
+组合 = 期权币数×move − 权利金 − 永续币数×move
-     = move×(期权币数 − 1) − 权利金
+     = move×(期权币数 − 永续币数) − 权利金
 
-move = (目标 + 权利金) / (期权币数 − 1)
+move = (目标 + 权利金) / (期权币数 − 永续币数)
 ```
 
-要求期权币数 > 永续币数（比例须使期权侧更重，如 1:2）；若为 1:1，组合恒为 −权利金，无法解出正目标。
+要求期权币数 > 永续币数；若相等，组合恒为 −权利金，无法解出正目标。
 
 结果区展示：所需波动点数（及折合%）、组合净利、其中期权净利、其中永续盈亏。
 
 ### 手测示例
 
-现价 1800、目标 15、期权杠杆 100、比例 1:2 → 权利金总额 36U：
+现价 1800、目标 15、期权杠杆 100、币数 1:2 → 权利金总额 36U：
 
 | 情景 | 所需点数（约） |
 |------|----------------|
 | A 永续方向对（净利=15） | ≈52.83 |
 | B 组合净利=15 | 51.00 |
+| C 横盘最大亏损 | 37.80（权利金 36 + 同价开平费 1.8） |
+
+币数 **2:4**（权利金 72U、保证金 360U）：
+
+| 情景 | 约值 |
+|------|------|
+| 仓位 | 永续 2 币 / 期权 4 币（400 张） |
+| A 所需点数 | ≈45.32 |
+| B 组合达目标 | 43.50 |
+| C 横盘最大亏损 | 75.60 |
 
 ---
 

lib/common/static/instance_embed.js

@@ -294,6 +294,7 @@
   async function fetchTabHtml(tab) {
     const r = await fetch(embedPageUrl(tab), {
       credentials: "same-origin",
+      cache: "no-store",
       headers: { "X-Instance-Soft-Nav": "1" },
     });
     const ct = (r.headers.get("content-type") || "").toLowerCase();

lib/common/static/instance_page.css

@@ -22,8 +22,24 @@
         .card h2{font-size:1rem;margin-bottom:10px;color:#d4d9ff}
         .form-row{display:flex;gap:8px;flex-wrap:wrap;margin-bottom:10px;align-items:center}
         .form-row > input:not([type=checkbox]):not([type=radio]),.form-row > select{flex:0 1 auto;width:10rem;max-width:200px;min-width:7rem}
-        #add-order-form #sltp-mode{min-width:12.5rem;max-width:16rem;width:auto}
+        /* 实盘下单监控:分层布局 */
+        .order-monitor-form{display:flex;flex-direction:column;gap:10px;margin-bottom:4px}
+        .order-monitor-form .om-row{display:flex;flex-wrap:wrap;align-items:flex-end;gap:8px}
+        .order-monitor-form .om-row-policy > input:not([type=checkbox]):not([type=radio]),
+        .order-monitor-form .om-row-policy > select{flex:0 1 auto;width:10rem;max-width:200px;min-width:7rem}
+        .order-monitor-form #sltp-mode{min-width:12.5rem;max-width:16rem;width:auto}
+        .order-monitor-form .om-field{display:flex;flex-direction:column;gap:4px;min-width:7.5rem}
+        .order-monitor-form .om-field-lab{font-size:.72rem;color:#9aa3c7;line-height:1;letter-spacing:.02em}
+        .order-monitor-form .om-field input{width:9.5rem;max-width:160px;box-sizing:border-box}
+        .order-monitor-form .om-live-meta{display:flex;flex-wrap:wrap;align-items:center;gap:8px;padding-bottom:2px;margin-left:auto}
+        .order-monitor-form .om-row-opts{align-items:center;gap:12px;padding-top:2px}
+        .order-monitor-form .om-check{display:inline-flex;align-items:center;gap:5px;font-size:.82rem;color:#cfd3ef;cursor:pointer;user-select:none}
+        .order-monitor-form .om-time-close{display:inline-flex;align-items:center;gap:6px;font-size:.82rem;color:#cfd3ef}
+        .order-monitor-form .om-time-close select{width:auto;min-width:4.2rem;max-width:5.5rem;padding:6px 8px}
+        .order-monitor-form .om-row-action{padding-top:2px}
+        .order-monitor-form .om-submit{min-width:11rem;padding:10px 18px;font-weight:600}
         .order-plan-preview{display:flex;gap:18px;flex-wrap:wrap;align-items:center;margin:4px 0 10px;padding:10px 12px;background:#151a28;border:1px solid #2a3150;border-radius:8px;font-size:.85rem}
+        #add-order-form #sltp-mode{min-width:12.5rem;max-width:16rem;width:auto}
         .order-preview-risk{color:#ff6b6b}
         .order-preview-risk strong{color:#ff8f8f;font-weight:600}
         .order-preview-profit{color:#4cd97f}

lib/common/static/instance_theme.css

@@ -1959,6 +1959,15 @@ html[data-theme="light"] .order-plan-preview {
   border-color: #b8c8d8 !important;
 }
 
+html[data-theme="light"] .order-monitor-form .om-field-lab {
+  color: #5a6a82;
+}
+
+html[data-theme="light"] .order-monitor-form .om-check,
+html[data-theme="light"] .order-monitor-form .om-time-close {
+  color: #3a4a62;
+}
+
 html[data-theme="light"] .order-preview-rr {
   color: #4a6078 !important;
 }
@@ -5680,6 +5689,36 @@ html[data-theme="light"] .options-review-wrap .or-reviewed-table tbody tr:hover
     max-width: 100%;
   }
 
+  body.inst-phone .order-monitor-form .om-row {
+    align-items: stretch;
+  }
+
+  body.inst-phone .order-monitor-form .om-row-policy > input:not([type="checkbox"]):not([type="radio"]),
+  body.inst-phone .order-monitor-form .om-row-policy > select,
+  body.inst-phone .order-monitor-form #sltp-mode,
+  body.inst-phone .order-monitor-form .om-field,
+  body.inst-phone .order-monitor-form .om-live-meta,
+  body.inst-phone .order-monitor-form .om-check,
+  body.inst-phone .order-monitor-form .om-time-close,
+  body.inst-phone .order-monitor-form .order-entry-model-row,
+  body.inst-phone .order-monitor-form .om-submit {
+    flex: 1 1 100% !important;
+    width: 100% !important;
+    max-width: 100% !important;
+    min-width: 0;
+    box-sizing: border-box;
+    margin-left: 0;
+  }
+
+  body.inst-phone .order-monitor-form .om-field input {
+    width: 100% !important;
+    max-width: 100% !important;
+  }
+
+  body.inst-phone .order-monitor-form .om-live-meta {
+    padding-bottom: 0;
+  }
+
   body.inst-phone .order-plan-preview {
     flex-direction: column;
     align-items: flex-start;

lib/hub/hub_perp_options_calc_lib.py

@@ -63,16 +63,51 @@ def _parse_base_common(
     }, None
 
 
-def _move_for_perp_correct(*, spot: float, target: float, premium: float, fee_rate: float) -> float:
+def _move_for_perp_correct(
-    """净利 = move − premium − fee(move) = target → 解 move.
+    *,
+    spot: float,
+    target: float,
+    premium: float,
+    fee_rate: float,
+    perp_coins: float = 1.0,
+) -> float:
+    """净利 = qty*move − premium − fee(move,qty) = target → 解 move.
 
-    fee = (2*spot + move) * fee_rate
+    fee = (2*spot + move) * qty * fee_rate
-    move*(1-fee_rate) = target + premium + 2*spot*fee_rate
+    qty*move*(1-fee_rate) = target + premium + 2*spot*qty*fee_rate
     """
-    denom = 1.0 - float(fee_rate)
+    qty = float(perp_coins)
+    if qty <= 0:
+        return 0.0
+    denom = qty * (1.0 - float(fee_rate))
     if denom <= 0:
         return 0.0
-    return (float(target) + float(premium) + 2.0 * float(spot) * float(fee_rate)) / denom
+    return (float(target) + float(premium) + 2.0 * float(spot) * qty * float(fee_rate)) / denom
+
+
+def _case_sideways(
+    *,
+    spot: float,
+    premium_total: float,
+    perp_coins: float = 1.0,
+) -> dict[str, Any]:
+    """横盘/到期无方向:永续≈0,期权权利金全亏,另计永续开平同价手续费.
+
+    最大亏损(正数) = 权利金总额 + 开平手续费(exit=entry)
+    组合净利 = −最大亏损
+    """
+    qty = float(perp_coins) if float(perp_coins) > 0 else PERP_COINS
+    fee_flat = estimate_roundtrip_fee_usdt(spot, spot, qty=qty, contract_size=1.0)
+    prem = float(premium_total)
+    max_loss = prem + float(fee_flat)
+    return {
+        "label": "横盘",
+        "perp_pnl_u": 0.0,
+        "premium_u": round(prem, 8),
+        "fee_u": round(float(fee_flat), 8),
+        "max_loss_u": round(max_loss, 8),
+        "net_u": round(-max_loss, 8),
+    }
 
 
 def calc_perp_options_hedge(
@@ -186,6 +221,7 @@ def calc_perp_options_hedge(
             "perp_pnl_u": round(perp_loss, 8),
             "portfolio_net_u": round(portfolio_net, 8),
         },
+        "case_sideways": _case_sideways(spot=s, premium_total=premium_total),
     }, None
 
 
@@ -201,12 +237,12 @@ def calc_perp_options_points(
     ratio_opt: float = 2.0,
     ct_mult: float = DEFAULT_CT_MULT,
 ) -> Tuple[Optional[dict[str, Any]], Optional[str]]:
-    """按永续:期权比例 + 目标盈利,反推两套情景所需波动点数.
+    """按永续/期权币数 + 目标盈利,反推两套情景所需波动点数.
 
-    永续币数固定为 ratio 归一后的 1 币侧(perp_coins = PERP_COINS).
+    永续币数 = ratio_perp, 期权币数 = ratio_opt(按绝对币数,不再归一到 1 币).
-    期权币数 = PERP_COINS * (ratio_opt / ratio_perp),例 1:2 → 2 币.
+    例 2:4 → 永续 2 币 + 期权 4 币;1:2 → 永续 1 币 + 期权 2 币.
 
-    A 永续方向对: move − premium − fee(move) = 目标盈利
+    A 永续方向对: qty*move − premium − fee(move,qty) = 目标盈利
     B 期权方向对:
       - 期权净利达目标: opt_coins*move − premium = 目标
       - 组合净利达目标: move*(opt_coins − perp_coins) − premium = 目标
@@ -226,7 +262,7 @@ def calc_perp_options_points(
     rp = _f(ratio_perp)
     ro = _f(ratio_opt)
     if rp is None or ro is None or rp <= 0 or ro <= 0:
-        return None, "永续:期权比例须大于 0"
+        return None, "永续/期权币数须大于 0"
 
     s = common["spot"]
     capital = common["capital"]
@@ -235,28 +271,35 @@ def calc_perp_options_points(
     o_lev = common["o_lev"]
     ct = common["ct"]
     prem_per_coin = common["prem_per_coin"]
-    margin = common["margin"]
     fee_rate = common["fee_rate"]
     b = (base or "ETH").strip().upper()
 
-    opt_coins = PERP_COINS * (ro / rp)
+    perp_coins = rp
+    opt_coins = ro
     premium_total = opt_coins * prem_per_coin
     opt_sheets = opt_coins / ct
+    margin = (s * perp_coins) / p_lev
 
-    move_a = _move_for_perp_correct(spot=s, target=target, premium=premium_total, fee_rate=fee_rate)
+    move_a = _move_for_perp_correct(
+        spot=s,
+        target=target,
+        premium=premium_total,
+        fee_rate=fee_rate,
+        perp_coins=perp_coins,
+    )
     if move_a <= 0:
         return None, "无法解出永续方向对所需点数"
 
-    fee_a = estimate_roundtrip_fee_usdt(s, s + move_a, qty=PERP_COINS, contract_size=1.0)
+    fee_a = estimate_roundtrip_fee_usdt(s, s + move_a, qty=perp_coins, contract_size=1.0)
-    net_a = move_a * PERP_COINS - premium_total - fee_a
+    net_a = move_a * perp_coins - premium_total - fee_a
 
     # 期权净利 = 目标
     move_b_opt = (target + premium_total) / opt_coins
     opt_net_at_b_opt = opt_coins * move_b_opt - premium_total
-    portfolio_at_b_opt = opt_net_at_b_opt - move_b_opt * PERP_COINS
+    portfolio_at_b_opt = opt_net_at_b_opt - move_b_opt * perp_coins
 
     # 组合净利 = 目标
-    edge = opt_coins - PERP_COINS
+    edge = opt_coins - perp_coins
     if edge <= 0:
         move_b_port = None
         port_err = "期权币数须大于永续币数,组合才能在方向对时赚到目标盈利"
@@ -265,7 +308,7 @@ def calc_perp_options_points(
         port_err = None
     if move_b_port is not None:
         opt_net_at_b_port = opt_coins * move_b_port - premium_total
-        portfolio_at_b_port = opt_net_at_b_port - move_b_port * PERP_COINS
+        portfolio_at_b_port = opt_net_at_b_port - move_b_port * perp_coins
     else:
         opt_net_at_b_port = None
         portfolio_at_b_port = None
@@ -279,7 +322,7 @@ def calc_perp_options_points(
         "ratio_perp": round(rp, 8),
         "ratio_opt": round(ro, 8),
         "ratio_label": f"{_fmt_ratio(rp)}:{_fmt_ratio(ro)}",
-        "perp_coins": PERP_COINS,
+        "perp_coins": round(perp_coins, 8),
         "opt_coins": round(opt_coins, 8),
         "opt_sheets": round(opt_sheets, 8),
         "perp_leverage": round(p_lev, 8),
@@ -294,7 +337,7 @@ def calc_perp_options_points(
             "label": "永续方向对",
             "move_points": round(move_a, 8),
             "move_pct": round(move_a / s * 100.0, 8),
-            "perp_pnl_u": round(move_a * PERP_COINS, 8),
+            "perp_pnl_u": round(move_a * perp_coins, 8),
             "premium_u": round(premium_total, 8),
             "fee_u": round(fee_a, 8),
             "net_u": round(net_a, 8),
@@ -316,6 +359,9 @@ def calc_perp_options_points(
             "portfolio_error": port_err,
             "premium_u": round(premium_total, 8),
         },
+        "case_sideways": _case_sideways(
+            spot=s, premium_total=premium_total, perp_coins=perp_coins
+        ),
     }, None
 
 

lib/instance/instance_embed_lib.py

@@ -7,7 +7,7 @@ import os
 from typing import Callable
 from urllib.parse import parse_qsl, urlencode, urlsplit
 
-from flask import Flask, Response, jsonify, redirect, request, session
+from flask import Flask, Response, jsonify, make_response, redirect, request, session
 from jinja2 import ChoiceLoader, FileSystemLoader
 
 EMBED_TABS: tuple[str, ...] = (
@@ -184,7 +184,10 @@ def register_embed_routes(
         if tab not in EMBED_TABS:
             tab = "trade"
         session["hub_embed_shell"] = True
-        return render_main_page_fn(tab, embed_mode="shell")
+        resp = make_response(render_main_page_fn(tab, embed_mode="shell"))
+        resp.headers["Cache-Control"] = "no-store, no-cache, must-revalidate, max-age=0"
+        resp.headers["Pragma"] = "no-cache"
+        return resp
 
     @login_required
     @app.route("/api/embed/page/<tab>")
@@ -198,7 +201,10 @@ def register_embed_routes(
         html = render_main_page_fn(tab, embed_mode="fragment")
         if isinstance(html, Response):
             html = html.get_data(as_text=True)
-        return jsonify({"ok": True, "page": tab, "html": html})
+        resp = jsonify({"ok": True, "page": tab, "html": html})
+        resp.headers["Cache-Control"] = "no-store, no-cache, must-revalidate, max-age=0"
+        resp.headers["Pragma"] = "no-cache"
+        return resp
 
 
 def pwa_app_name(exchange_key: str) -> str:

lib/instance/templates/embed_boot_scripts.html

@@ -1279,6 +1279,12 @@ if(fullMarginEl){
 }
 
 const sltpModeEl = document.getElementById("sltp-mode");
+function setOmFieldVisible(inputEl, show){
+    if(!inputEl) return;
+    inputEl.style.display = show ? "" : "none";
+    const wrap = inputEl.closest(".om-field");
+    if(wrap) wrap.style.display = show ? "" : "none";
+}
 function toggleSltpMode(){
     const mode = sltpModeEl ? sltpModeEl.value : "fixed_rr";
     const slEl = document.getElementById("order-sl");
@@ -1289,14 +1295,14 @@ function toggleSltpMode(){
     if(!slEl || !tpEl || !slPctEl || !tpPctEl){ return; }
     const pct = mode === "pct";
     const fixed = mode === "fixed_rr";
-    slEl.style.display = pct ? "none" : "";
+    setOmFieldVisible(slEl, !pct);
-    tpEl.style.display = (pct || fixed) ? "none" : "";
+    setOmFieldVisible(tpEl, !(pct || fixed));
-    if(fixedRrEl) fixedRrEl.style.display = fixed ? "" : "none";
+    setOmFieldVisible(fixedRrEl, fixed);
     slEl.required = !pct;
     tpEl.required = !pct && !fixed;
     if(fixedRrEl) fixedRrEl.required = fixed;
-    slPctEl.style.display = pct ? "" : "none";
+    setOmFieldVisible(slPctEl, pct);
-    tpPctEl.style.display = pct ? "" : "none";
+    setOmFieldVisible(tpPctEl, pct);
     slPctEl.required = pct;
     tpPctEl.required = pct;
     refreshOrderTpPreview();

lib/instance/templates/embed_page_fragment.html

@@ -97,50 +97,7 @@
                 {% endif %}
             </div>
             {% include order_rule_tips_tpl %}
-            <form id="add-order-form" action="/add_order" method="post" class="form-row" data-risk-percent="{{ risk_percent }}">
+            {% include 'order_monitor_open_form.html' %}
-                {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction with context %}
-                {{ trade_policy_symbol('symbol', 'order-symbol') }}
-                {{ trade_policy_direction('direction', 'order-direction') }}
-                <select id="sltp-mode" name="sltp_mode">
-                    <option value="fixed_rr" selected>止盈止损:固定盈亏比</option>
-                    <option value="price">止盈止损:价格模式</option>
-                    <option value="pct">止盈止损:百分比模式</option>
-                </select>
-                {% from 'order_entry_model_fields.html' import order_entry_type_fields with context %}
-                {{ order_entry_type_fields() }}
-                {% from 'order_leverage_fields.html' import order_leverage_fields with context %}
-                {{ order_leverage_fields() }}
-                {% if not intraday_discipline %}
-                <label style="display:flex;align-items:center;gap:4px;font-size:.82rem;color:#cfd3ef">
-                    <input type="checkbox" name="breakeven_enabled" value="1" checked> 启用移动保本(关闭则仅保留初始止损与交易所挂单)
-                </label>
-                <span id="order-time-close-wrap" class="order-time-close-wrap" style="display:inline-flex;align-items:center;gap:4px;font-size:.82rem;color:#cfd3ef">
-                    <label style="display:inline-flex;align-items:center;gap:4px;margin:0;cursor:pointer">
-                        <input type="checkbox" name="time_close_enabled" value="1" id="order-time-close-cb"> 时间平仓
-                    </label>
-                    <select name="time_close_hours" id="order-time-close-hours" title="持仓满该时长后自动平仓">
-                        <option value="1">1h</option>
-                        <option value="2">2h</option>
-                        <option value="4" selected>4h</option>
-                    </select>
-                </span>
-                {% else %}
-                <input type="hidden" name="breakeven_enabled" value="0">
-                {% endif %}
-                <label style="display:flex;align-items:center;gap:4px;font-size:.82rem;color:#cfd3ef">
-                    <input type="checkbox" name="order_chart" value="true"> 开仓后生成多周期K线图(各周期100根,含开平仓标记)
-                </label>
-                {% from 'symbol_live_price_snippet.html' import symbol_live_price_hint %}
-                {{ symbol_live_price_hint('order-symbol-live-price', 'order-symbol', 'order-direction') }}
-                <span class="symbol-live-price-note">下单成交价以交易所成交回报为准</span>
-                <input id="order-sl" name="sl" step="any" placeholder="止损价格" required>
-                <input id="order-fixed-rr" name="fixed_rr" type="number" min="0.01" step="0.01" placeholder="盈亏比(默认1.5)" value="1.5" title="止盈距离=止损距离×盈亏比">
-                <input id="order-tp" name="tgt" step="any" placeholder="止盈价格" style="display:none">
-                <input id="order-sl-pct" name="sl_pct" type="number" min="0.01" step="0.01" placeholder="止损%" style="display:none">
-                <input id="order-tp-pct" name="tp_pct" type="number" min="0.01" step="0.01" placeholder="止盈%" style="display:none">
-                <button type="submit">{{ open_position_button_label }}</button>
-            </form>
-            {% include 'order_plan_preview_bar.html' %}
         </div>
         <div class="card">
             <h2 style="margin-bottom:8px">实时持仓</h2>

lib/instance/templates/embed_shell.html

@@ -7,8 +7,8 @@
     <script src="/static/autofill_guard.js?v=1"></script>
     <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_page.css?v=12">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=108">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=109">
     <script src="/static/account_risk_badge.js?v=4"></script>
     <meta name="theme-color" content="#0b0d14">
     <title>{{ pwa_app_name }}</title>
@@ -168,7 +168,7 @@ window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </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=29"></script>
+<script src="/static/instance_embed.js?v=30"></script>
 <script src="/static/instance_mobile_nav.js?v=2"></script>
 </body>
 </html>

lib/instance/templates/index.html

@@ -17,8 +17,8 @@
     <link rel="apple-touch-icon" href="/static/icons/apple-touch-icon.png">
     <link rel="manifest" href="/static/icons/manifest.webmanifest">
     <title>{{ pwa_app_name }}</title>
-    <link rel="stylesheet" href="/static/instance_page.css?v=11">
+    <link rel="stylesheet" href="/static/instance_page.css?v=12">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=105">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=109">
 
 </head>
 <body
@@ -174,50 +174,7 @@
                 {% endif %}
             </div>
             {% include order_rule_tips_tpl %}
-            <form id="add-order-form" action="/add_order" method="post" class="form-row" data-risk-percent="{{ risk_percent }}">
+            {% include 'order_monitor_open_form.html' %}
-                {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction with context %}
-                {{ trade_policy_symbol('symbol', 'order-symbol') }}
-                {{ trade_policy_direction('direction', 'order-direction') }}
-                <select id="sltp-mode" name="sltp_mode">
-                    <option value="fixed_rr" selected>止盈止损:固定盈亏比</option>
-                    <option value="price">止盈止损:价格模式</option>
-                    <option value="pct">止盈止损:百分比模式</option>
-                </select>
-                {% from 'order_entry_model_fields.html' import order_entry_type_fields with context %}
-                {{ order_entry_type_fields() }}
-                {% from 'order_leverage_fields.html' import order_leverage_fields with context %}
-                {{ order_leverage_fields() }}
-                {% if not intraday_discipline %}
-                <label style="display:flex;align-items:center;gap:4px;font-size:.82rem;color:#cfd3ef">
-                    <input type="checkbox" name="breakeven_enabled" value="1" checked> 启用移动保本(关闭则仅保留初始止损与交易所挂单)
-                </label>
-                <span id="order-time-close-wrap" class="order-time-close-wrap" style="display:inline-flex;align-items:center;gap:4px;font-size:.82rem;color:#cfd3ef">
-                    <label style="display:inline-flex;align-items:center;gap:4px;margin:0;cursor:pointer">
-                        <input type="checkbox" name="time_close_enabled" value="1" id="order-time-close-cb"> 时间平仓
-                    </label>
-                    <select name="time_close_hours" id="order-time-close-hours" title="持仓满该时长后自动平仓">
-                        <option value="1">1h</option>
-                        <option value="2">2h</option>
-                        <option value="4" selected>4h</option>
-                    </select>
-                </span>
-                {% else %}
-                <input type="hidden" name="breakeven_enabled" value="0">
-                {% endif %}
-                <label style="display:flex;align-items:center;gap:4px;font-size:.82rem;color:#cfd3ef">
-                    <input type="checkbox" name="order_chart" value="true"> 开仓后生成多周期K线图(各周期100根,含开平仓标记)
-                </label>
-                {% from 'symbol_live_price_snippet.html' import symbol_live_price_hint %}
-                {{ symbol_live_price_hint('order-symbol-live-price', 'order-symbol', 'order-direction') }}
-                <span class="symbol-live-price-note">下单成交价以交易所成交回报为准</span>
-                <input id="order-sl" name="sl" step="any" placeholder="止损价格" required>
-                <input id="order-fixed-rr" name="fixed_rr" type="number" min="0.01" step="0.01" placeholder="盈亏比(默认1.5)" value="1.5" title="止盈距离=止损距离×盈亏比">
-                <input id="order-tp" name="tgt" step="any" placeholder="止盈价格" style="display:none">
-                <input id="order-sl-pct" name="sl_pct" type="number" min="0.01" step="0.01" placeholder="止损%" style="display:none">
-                <input id="order-tp-pct" name="tp_pct" type="number" min="0.01" step="0.01" placeholder="止盈%" style="display:none">
-                <button type="submit">{{ open_position_button_label }}</button>
-            </form>
-            {% include 'order_plan_preview_bar.html' %}
         </div>
         <div class="card">
             <h2 style="margin-bottom:8px">实时持仓</h2>
@@ -1791,6 +1748,12 @@ if(fullMarginEl){
 }
 
 const sltpModeEl = document.getElementById("sltp-mode");
+function setOmFieldVisible(inputEl, show){
+    if(!inputEl) return;
+    inputEl.style.display = show ? "" : "none";
+    const wrap = inputEl.closest(".om-field");
+    if(wrap) wrap.style.display = show ? "" : "none";
+}
 function toggleSltpMode(){
     const mode = sltpModeEl ? sltpModeEl.value : "fixed_rr";
     const slEl = document.getElementById("order-sl");
@@ -1801,14 +1764,14 @@ function toggleSltpMode(){
     if(!slEl || !tpEl || !slPctEl || !tpPctEl){ return; }
     const pct = mode === "pct";
     const fixed = mode === "fixed_rr";
-    slEl.style.display = pct ? "none" : "";
+    setOmFieldVisible(slEl, !pct);
-    tpEl.style.display = (pct || fixed) ? "none" : "";
+    setOmFieldVisible(tpEl, !(pct || fixed));
-    if(fixedRrEl) fixedRrEl.style.display = fixed ? "" : "none";
+    setOmFieldVisible(fixedRrEl, fixed);
     slEl.required = !pct;
     tpEl.required = !pct && !fixed;
     if(fixedRrEl) fixedRrEl.required = fixed;
-    slPctEl.style.display = pct ? "" : "none";
+    setOmFieldVisible(slPctEl, pct);
-    tpPctEl.style.display = pct ? "" : "none";
+    setOmFieldVisible(tpPctEl, pct);
     slPctEl.required = pct;
     tpPctEl.required = pct;
     refreshOrderTpPreview();

lib/instance/templates/order_monitor_open_form.html

@@ -0,0 +1,76 @@
+{# 实盘下单监控 · 开仓表单(实例页与中控嵌入共用) #}
+<form id="add-order-form" action="/add_order" method="post" class="order-monitor-form" data-risk-percent="{{ risk_percent }}">
+    <div class="om-row om-row-policy">
+        {% from 'trade_policy_fields.html' import trade_policy_symbol, trade_policy_direction with context %}
+        {{ trade_policy_symbol('symbol', 'order-symbol') }}
+        {{ trade_policy_direction('direction', 'order-direction') }}
+        <select id="sltp-mode" name="sltp_mode" title="止盈止损模式">
+            <option value="fixed_rr" selected>止盈止损:固定盈亏比</option>
+            <option value="price">止盈止损:价格模式</option>
+            <option value="pct">止盈止损:百分比模式</option>
+        </select>
+        {% from 'order_entry_model_fields.html' import order_entry_type_fields with context %}
+        {{ order_entry_type_fields() }}
+        {% from 'order_leverage_fields.html' import order_leverage_fields with context %}
+        {{ order_leverage_fields() }}
+    </div>
+
+    <div class="om-row om-row-levels">
+        <label class="om-field" id="om-field-sl">
+            <span class="om-field-lab">止损价格</span>
+            <input id="order-sl" name="sl" step="any" placeholder="必填" required>
+        </label>
+        <label class="om-field" id="om-field-rr">
+            <span class="om-field-lab">盈亏比</span>
+            <input id="order-fixed-rr" name="fixed_rr" type="number" min="0.01" step="0.01" placeholder="默认1.5" value="1.5" title="止盈距离=止损距离×盈亏比">
+        </label>
+        <label class="om-field" id="om-field-tp" style="display:none">
+            <span class="om-field-lab">止盈价格</span>
+            <input id="order-tp" name="tgt" step="any" placeholder="止盈价格">
+        </label>
+        <label class="om-field" id="om-field-sl-pct" style="display:none">
+            <span class="om-field-lab">止损%</span>
+            <input id="order-sl-pct" name="sl_pct" type="number" min="0.01" step="0.01" placeholder="止损%">
+        </label>
+        <label class="om-field" id="om-field-tp-pct" style="display:none">
+            <span class="om-field-lab">止盈%</span>
+            <input id="order-tp-pct" name="tp_pct" type="number" min="0.01" step="0.01" placeholder="止盈%">
+        </label>
+        <div class="om-live-meta">
+            {% from 'symbol_live_price_snippet.html' import symbol_live_price_hint %}
+            {{ symbol_live_price_hint('order-symbol-live-price', 'order-symbol', 'order-direction') }}
+            <span class="symbol-live-price-note">成交价以交易所回报为准</span>
+        </div>
+    </div>
+
+    <div class="om-row om-row-opts">
+        {% if not intraday_discipline %}
+        <label class="om-check">
+            <input type="checkbox" name="breakeven_enabled" value="1" checked>
+            <span>移动保本</span>
+        </label>
+        <span id="order-time-close-wrap" class="order-time-close-wrap om-time-close">
+            <label class="om-check" style="margin:0">
+                <input type="checkbox" name="time_close_enabled" value="1" id="order-time-close-cb">
+                <span>时间平仓</span>
+            </label>
+            <select name="time_close_hours" id="order-time-close-hours" title="持仓满该时长后自动平仓">
+                <option value="1">1h</option>
+                <option value="2">2h</option>
+                <option value="4" selected>4h</option>
+            </select>
+        </span>
+        {% else %}
+        <input type="hidden" name="breakeven_enabled" value="0">
+        {% endif %}
+        <label class="om-check" title="开仓后生成多周期K线图(各周期100根,含开平仓标记)">
+            <input type="checkbox" name="order_chart" value="true">
+            <span>开仓后生成多周期K线</span>
+        </label>
+    </div>
+
+    <div class="om-row om-row-action">
+        <button type="submit" class="om-submit">{{ open_position_button_label }}</button>
+    </div>
+</form>
+{% include 'order_plan_preview_bar.html' %}

manual_trading_hub/static/calculator.js

@@ -572,6 +572,35 @@
     }
   }
 
+  function renderSidewaysCase(sw) {
+    sw = sw || {};
+    return (
+      '<section class="calc-po-case">' +
+      "<h4>情景 C · 横盘(最大亏损)</h4>" +
+      '<div class="calc-summary">' +
+      "<div><span>永续盈亏</span><strong>" +
+      fmtU(sw.perp_pnl_u != null ? sw.perp_pnl_u : 0) +
+      "</strong></div>" +
+      "<div><span>权利金(全亏)</span><strong>" +
+      fmt(sw.premium_u, 2) +
+      "U</strong></div>" +
+      "<div><span>永续开平手续费</span><strong>" +
+      fmt(sw.fee_u, 2) +
+      "U</strong></div>" +
+      "<div><span>最大亏损</span><strong class=\"" +
+      pnlClass(sw.net_u) +
+      '">' +
+      fmt(sw.max_loss_u, 2) +
+      "U</strong></div>" +
+      "<div><span>组合净利</span><strong class=\"" +
+      pnlClass(sw.net_u) +
+      '">' +
+      fmtU(sw.net_u) +
+      "</strong></div>" +
+      "</div></section>"
+    );
+  }
+
   function renderPerpOptionsResult(data) {
     const box = $("calc-po-result");
     if (!box) return;
@@ -614,6 +643,11 @@
       "<div><span>永续保证金</span><strong>" +
       fmt(data.perp_margin_u, 2) +
       "U</strong></div>" +
+      "<div><span>横盘最大亏损</span><strong class=\"" +
+      pnlClass((data.case_sideways || {}).net_u) +
+      '">' +
+      fmt((data.case_sideways || {}).max_loss_u, 2) +
+      "U</strong></div>" +
       "<div><span>开仓参考</span><strong>" +
       esc(capitalHint) +
       "</strong></div>" +
@@ -663,7 +697,9 @@
       '">' +
       fmtU(b.portfolio_net_u) +
       "</strong></div>" +
-      "</div></section></div>";
+      "</div></section>" +
+      renderSidewaysCase(data.case_sideways) +
+      "</div>";
   }
 
   function renderPerpOptionsPointsResult(data) {
@@ -743,6 +779,11 @@
       "<div><span>永续保证金</span><strong>" +
       fmt(data.perp_margin_u, 2) +
       "U</strong></div>" +
+      "<div><span>横盘最大亏损</span><strong class=\"" +
+      pnlClass((data.case_sideways || {}).net_u) +
+      '">' +
+      fmt((data.case_sideways || {}).max_loss_u, 2) +
+      "U</strong></div>" +
       "<div><span>开仓参考</span><strong>" +
       esc(capitalHint) +
       "</strong></div>" +
@@ -774,6 +815,7 @@
       "</strong></div>" +
       "</div></section>" +
       caseB +
+      renderSidewaysCase(data.case_sideways) +
       "</div>";
   }
 

manual_trading_hub/static/index.html

@@ -966,14 +966,14 @@
           <div class="calc-pane-split">
             <div class="calc-input-panel">
               <h2>永期对冲计算器</h2>
-              <p class="calc-hint">永续固定 1 币;单币权利金 = 现价 / 期权杠杆;权利金按全亏;只扣永续开平手续费(各 0.05%).「推仓位」由波动反推期权数量;「推点数」按永续:期权比例反推达目标盈利所需波动.</p>
+              <p class="calc-hint">推点数模式:「永续币数/期权币数」按绝对仓位计算(填 2 与 4 → 永续 2 币 + 期权 4 币,不再归一成 1:2).单币权利金 = 现价 / 期权杠杆;权利金按全亏;只扣永续开平手续费(各 0.05%).「推仓位」仍固定永续 1 币、由波动反推期权数量.横盘最大亏损 = 权利金全亏 + 永续开平同价手续费.</p>
               <form id="calc-po-form" class="calc-form">
                 <div class="calc-form-grid">
                   <label class="calc-field">
                     <span>测算模式</span>
                     <select id="calc-po-calc-mode">
                       <option value="size" selected>由波动推期权仓位</option>
-                      <option value="points">由比例推波动点数</option>
+                      <option value="points">由币数推波动点数</option>
                     </select>
                   </label>
                   <label class="calc-field">
@@ -1007,11 +1007,11 @@
                     <input id="calc-po-move" type="number" min="0" step="any" value="50" />
                   </label>
                   <label class="calc-field calc-po-points-only hidden">
-                    <span>永续比例</span>
+                    <span>永续币数</span>
                     <input id="calc-po-ratio-perp" type="number" min="0.01" step="any" value="1" />
                   </label>
                   <label class="calc-field calc-po-points-only hidden">
-                    <span>期权比例</span>
+                    <span>期权币数</span>
                     <input id="calc-po-ratio-opt" type="number" min="0.01" step="any" value="2" />
                   </label>
                   <label class="calc-field">
@@ -1751,7 +1751,7 @@
   <script src="/assets/chart_draw.js?v=20260720-option-day-1600"></script>
   <script src="/assets/chart.js?v=20260720-option-day-1600"></script>
   <script src="/assets/plan.js?v=20260720-autofill"></script>
-  <script src="/assets/calculator.js?v=20260728-po-2dp"></script>
+  <script src="/assets/calculator.js?v=20260729-po-abs-coins"></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=20260724-opt-archive"></script>

tests/test_hub_perp_options_calc_lib.py

@@ -38,6 +38,11 @@ class HubPerpOptionsCalcTests(unittest.TestCase):
         self.assertAlmostEqual(data["case_b"]["portfolio_net_u"], coins * 32.0 - 50.0, places=6)
         self.assertAlmostEqual(data["perp_margin_u"], 180.0, places=6)
         self.assertTrue(data["capital_ok"])
+        sw = data["case_sideways"]
+        self.assertAlmostEqual(sw["premium_u"], data["premium_total_u"], places=6)
+        self.assertAlmostEqual(sw["fee_u"], 1.8, places=6)
+        self.assertAlmostEqual(sw["max_loss_u"], data["premium_total_u"] + 1.8, places=6)
+        self.assertAlmostEqual(sw["net_u"], -sw["max_loss_u"], places=6)
 
     def test_pct_mode(self):
         data, err = calc_perp_options_hedge(
@@ -113,6 +118,40 @@ class HubPerpOptionsCalcTests(unittest.TestCase):
         # 组合净利=目标: (15+36)/(2-1) = 51
         self.assertAlmostEqual(data["case_b"]["move_points_portfolio"], 51.0, places=6)
         self.assertAlmostEqual(data["case_b"]["portfolio_net_u"], 15.0, places=6)
+        # 横盘:权利金36 + 同价开平费 2*1800*0.0005=1.8 → 37.8
+        sw = data["case_sideways"]
+        self.assertAlmostEqual(sw["premium_u"], 36.0, places=6)
+        self.assertAlmostEqual(sw["fee_u"], 1.8, places=6)
+        self.assertAlmostEqual(sw["max_loss_u"], 37.8, places=6)
+        self.assertAlmostEqual(sw["net_u"], -37.8, places=6)
+
+    def test_points_absolute_2_to_4(self):
+        # 2:4 按绝对币数,不再归一成 1:2
+        data, err = calc_perp_options_points(
+            base="ETH",
+            spot=1800,
+            capital_usdt=3000,
+            target_profit_u=15,
+            perp_leverage=10,
+            option_leverage=100,
+            ratio_perp=2,
+            ratio_opt=4,
+            ct_mult=0.01,
+        )
+        self.assertIsNone(err)
+        assert data is not None
+        self.assertEqual(data["perp_coins"], 2.0)
+        self.assertEqual(data["opt_coins"], 4.0)
+        self.assertEqual(data["premium_total_u"], 72.0)
+        self.assertAlmostEqual(data["perp_margin_u"], 360.0, places=6)
+        expect_a = (15 + 72 + 2 * 1800 * 2 * 0.0005) / (2 * 0.9995)
+        self.assertAlmostEqual(data["case_a"]["move_points"], expect_a, places=6)
+        self.assertAlmostEqual(data["case_a"]["net_u"], 15.0, places=5)
+        self.assertAlmostEqual(data["case_b"]["move_points_portfolio"], 43.5, places=6)
+        self.assertAlmostEqual(data["case_b"]["portfolio_net_u"], 15.0, places=6)
+        sw = data["case_sideways"]
+        self.assertAlmostEqual(sw["fee_u"], 3.6, places=6)
+        self.assertAlmostEqual(sw["max_loss_u"], 75.6, places=6)
 
     def test_points_ratio_1_to_1_no_portfolio(self):
         data, err = calc_perp_options(