fix(hub): restore pre-WS quote path and relieve Gate/account contention

Two audit rounds after WS rollback: lighten hub options snapshot, cache hub balances without extra fetch_balance, soft-poll single-flight, and document fixes in R1/R2 reports.

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

crypto_monitor_binance/.env.example

@@ -190,6 +190,8 @@ AUTO_TRANSFER_BJ_HOUR=8
 FORCE_CLOSE_BJ_HOUR=0
 # 是否启用强制清仓(默认关闭,true 才会在整点执行)
 FORCE_CLOSE_ENABLED=false
+# 强制清仓执行窗口(分钟,默认 5;该窗口内禁止开仓)
+FORCE_CLOSE_GRACE_MINUTES=5
 
 # 推送与AI超时(秒)
 WECHAT_TIMEOUT_SECONDS=10

crypto_monitor_binance/app.py

@@ -257,6 +257,7 @@ from lib.common.history_window_lib import (
     utc_window_to_utc_sql_strings,
 )
 from lib.trade.trade_result_lib import (
+    classify_exit_by_levels,
     count_winning_trades,
     filter_trade_records_excluding_miss,
     normalize_result_with_pnl,
@@ -1843,8 +1844,38 @@ def _compute_period_metrics(trades):
     }
 
 
+def _bounds_for_month_key(ym):
+    """ym: YYYY-MM → 该自然月首末日(北京日历)."""
+    y, m = [int(x) for x in str(ym).split("-", 1)]
+    start = f"{y:04d}-{m:02d}-01"
+    if m == 12:
+        end = f"{y:04d}-12-31"
+    else:
+        end = (datetime(y, m + 1, 1) - timedelta(days=1)).date().strftime("%Y-%m-%d")
+    return start, end
+
+
+def _build_monthly_stats_rows(conn, all_tr, seg_key):
+    """按北京交易日所在自然月聚合;新月在前."""
+    by_month = {}
+    for p, t, td in all_tr:
+        if not td or len(str(td)) < 7:
+            continue
+        mk = str(td)[:7]
+        by_month.setdefault(mk, []).append((p, t, td))
+    rows = []
+    for mk in sorted(by_month.keys(), reverse=True):
+        metrics = _compute_period_metrics(by_month[mk])
+        ms, me = _bounds_for_month_key(mk)
+        metrics["opens_count"] = _count_opens_for_segment(conn, ms, me, seg_key)
+        metrics["range_label"] = f"{ms} ~ {me}"
+        metrics["month_key"] = mk
+        rows.append(metrics)
+    return rows
+
+
 def compute_stats_bundle(conn, trading_day, now_dt=None):
-    """日 / 周 / 月 统计:平仓按北京时间交易日(默认 8:00 切日)计入."""
+    """日 / 周 / 月 / 全部 统计:平仓按北京时间交易日(默认 8:00 切日)计入."""
     now_dt = now_dt or app_now()
     pnls = _load_completed_trade_pnls(conn)
     total_opens_all = conn.execute("SELECT COUNT(*) FROM order_monitors").fetchone()[0]
@@ -1856,26 +1887,37 @@ def compute_stats_bundle(conn, trading_day, now_dt=None):
         day_tr = [(p, t, td) for p, t, td, _r in seg_rows if td == trading_day]
         week_tr = [(p, t, td) for p, t, td, _r in seg_rows if t and w_start <= td <= w_end]
         month_tr = [(p, t, td) for p, t, td, _r in seg_rows if t and m_start <= td <= m_end]
+        all_tr = [(p, t, td) for p, t, td, _r in seg_rows if t]
         dm = _compute_period_metrics(day_tr)
         wm = _compute_period_metrics(week_tr)
         mm = _compute_period_metrics(month_tr)
+        am = _compute_period_metrics(all_tr)
         dm["opens_count"] = _count_opens_for_segment(conn, trading_day, trading_day, seg_key)
         wm["opens_count"] = _count_opens_for_segment(conn, w_start, w_end, seg_key)
         mm["opens_count"] = _count_opens_for_segment(conn, m_start, m_end, seg_key)
+        am["opens_count"] = _count_opens_for_segment(conn, "1970-01-01", "9999-12-31", seg_key)
         dm["range_label"] = f"北京时间交易日 {trading_day}({TRADING_DAY_RESET_HOUR}:00 切日)"
         wm["range_label"] = f"{w_start} ~ {w_end}(北京日期,近7天)"
         mm["range_label"] = f"{m_start} ~ {m_end}(北京自然月)"
-        return dm, wm, mm
+        tds = [td for _, _, td in all_tr if td]
+        if tds:
+            am["range_label"] = f"全部历史 {min(tds)} ~ {max(tds)}(北京交易日)"
+        else:
+            am["range_label"] = "全部历史(暂无平仓)"
+        am["monthly_rows"] = _build_monthly_stats_rows(conn, all_tr, seg_key)
+        return dm, wm, mm, am
 
     segments = []
     seg_defs = effective_stats_segment_defs(
         STATS_SEGMENT_DEFS, POSITION_SIZING_MODE, KEY_AUTO_ORDER_ENABLED
     )
     for seg_key, seg_title, _meta in seg_defs:
-        dm, wm, mm = slice_metrics(seg_key)
-        segments.append({"key": seg_key, "title": seg_title, "day": dm, "week": wm, "month": mm})
+        dm, wm, mm, am = slice_metrics(seg_key)
+        segments.append(
+            {"key": seg_key, "title": seg_title, "day": dm, "week": wm, "month": mm, "all": am}
+        )
 
-    dm, wm, mm = slice_metrics("all")
+    dm, wm, mm, am = slice_metrics("all")
 
     return {
         "trading_day": trading_day,
@@ -1883,6 +1925,7 @@ def compute_stats_bundle(conn, trading_day, now_dt=None):
         "day": dm,
         "week": wm,
         "month": mm,
+        "all": am,
         "segments": segments,
         "stats_reset_hour": TRADING_DAY_RESET_HOUR,
     }
@@ -3264,6 +3307,7 @@ def resolve_capital_base_for_key_open(conn, trading_day, live_capital):
 def precheck_risk(conn, symbol, direction):
     now = app_now()
     from lib.trade.account_risk_lib import account_risk_blocks_trading
+    from lib.trade.force_close_lib import force_close_blocks_new_open
 
     ok_risk, risk_reason = account_risk_blocks_trading(
         conn,
@@ -3273,6 +3317,13 @@ def precheck_risk(conn, symbol, direction):
     )
     if not ok_risk:
         return False, risk_reason
+    fc_block, fc_note = force_close_blocks_new_open(
+        FORCE_CLOSE_ENABLED,
+        FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+    )
+    if fc_block:
+        return False, fc_note or "强制清仓窗口内暂不可开仓"
     if not trading_day_reset_allows_new_open(now):
         return False, f"北京时间 {TRADING_DAY_RESET_HOUR}:00 前不允许持仓"
     from lib.trade.account_risk_lib import position_limit_reached
@@ -3365,7 +3416,7 @@ def resolve_order_entry_price(order_resp, exchange_symbol, fallback_price):
 
 def get_contract_size(exchange_symbol):
     ensure_markets_loaded()
-    market = exchange.market(exchange_symbol)
+    market = exchange.market(normalize_exchange_symbol(exchange_symbol))
     return float(market.get("contractSize") or 1)
 
 
@@ -4261,29 +4312,6 @@ def ms_to_app_local_str(ms):
         return app_now_str()
 
 
-def classify_exit_by_levels(direction, trigger_price, stop_loss, take_profit, exit_price):
-    """根据成交价相对止盈/止损位归类;无法可靠归类时返回 None."""
-    try:
-        tp = float(take_profit)
-        sl = float(stop_loss)
-        ex = float(exit_price)
-        trig = float(trigger_price)
-    except (TypeError, ValueError):
-        return None
-    band = max(abs(trig) * 0.0008, abs(tp - sl) * 0.003, 1e-12)
-    if direction == "long":
-        if ex >= tp - band:
-            return "止盈"
-        if ex <= sl + band:
-            return "止损"
-    else:
-        if ex <= tp + band:
-            return "止盈"
-        if ex >= sl - band:
-            return "止损"
-    return None
-
-
 def fetch_latest_closing_fill(exchange_symbol, direction, opened_at_str, opened_at_ms=None):
     """取开仓以来最近一笔减仓成交(与方向一致);失败返回 None."""
     if not (BINANCE_API_KEY and BINANCE_API_SECRET):
@@ -6910,8 +6938,10 @@ def force_close_before_reset():
     if not FORCE_CLOSE_ENABLED:
         return
     now = app_now()
-    # 每天北京时间指定整点小时内执行一次性兜底清仓(默认 00:xx)
-    if now.hour != FORCE_CLOSE_BJ_HOUR:
+    # 每天北京时间指定整点起 FORCE_CLOSE_GRACE_MINUTES 分钟内执行兜底清仓
+    from lib.trade.force_close_lib import is_force_close_executing
+
+    if not is_force_close_executing(FORCE_CLOSE_BJ_HOUR, now_ms=int(now.timestamp() * 1000)):
         return
     conn = get_db()
     rows = conn.execute("SELECT * FROM order_monitors WHERE status='active'").fetchall()
@@ -7283,14 +7313,22 @@ def render_main_page(page="trade", embed_mode=None):
     position_limit_count = count_position_limit_active_monitors(conn)
     opens_today = count_opens_for_trading_day(conn, trading_day)
     risk_status = hub_account_risk_status(conn)
-    can_trade = can_trade_new_open(
+    from lib.trade.open_trade_gate_lib import resolve_manual_open_gate
+
+    _open_gate = resolve_manual_open_gate(
         time_allows=trading_day_reset_allows_new_open(now),
         active_count=position_limit_count,
         max_active_positions=MAX_ACTIVE_POSITIONS,
         opens_today=opens_today,
         hard_limit=DAILY_OPEN_HARD_LIMIT,
-        extra_blocks=not risk_status.get("can_trade", True),
+        risk_status=risk_status,
+        force_close_enabled=FORCE_CLOSE_ENABLED,
+        force_close_bj_hour=FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+        reset_hour=TRADING_DAY_RESET_HOUR,
     )
+    can_trade = _open_gate["can_trade"]
+    open_block_note = _open_gate["open_block_note"]
     key_rule_ctx = key_monitor_rule_template_context(
         kline_timeframe=KLINE_TIMEFRAME,
         key_breakout_amp_min_pct=KEY_BREAKOUT_AMP_MIN_PCT,
@@ -7357,6 +7395,7 @@ def render_main_page(page="trade", embed_mode=None):
         price_refresh_seconds=PRICE_REFRESH_SECONDS,
         active_count=position_limit_count,
         can_trade=can_trade,
+        open_block_note=open_block_note,
         opens_today=opens_today,
         daily_open_hard_limit=DAILY_OPEN_HARD_LIMIT,
         daily_open_alert_threshold=DAILY_OPEN_ALERT_THRESHOLD,
@@ -7544,14 +7583,22 @@ def api_account_snapshot():
 
     header_trade_stats = header_trade_stats_for_window(conn, _list_window_from_request(), APP_TZ)
     conn.close()
-    can_trade = can_trade_new_open(
+    from lib.trade.open_trade_gate_lib import resolve_manual_open_gate
+
+    _open_gate = resolve_manual_open_gate(
         time_allows=trading_day_reset_allows_new_open(now),
         active_count=position_limit_count,
         max_active_positions=MAX_ACTIVE_POSITIONS,
         opens_today=opens_today,
         hard_limit=DAILY_OPEN_HARD_LIMIT,
-        extra_blocks=not risk_status.get("can_trade", True),
+        risk_status=risk_status,
+        force_close_enabled=FORCE_CLOSE_ENABLED,
+        force_close_bj_hour=FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+        reset_hour=TRADING_DAY_RESET_HOUR,
     )
+    can_trade = _open_gate["can_trade"]
+    open_block_note = _open_gate["open_block_note"]
     available_trading_usdt = get_available_trading_usdt()
 
     unrealized_pnl = None
@@ -7577,6 +7624,7 @@ def api_account_snapshot():
         "active_count": position_limit_count,
         "max_active_positions": MAX_ACTIVE_POSITIONS,
         "can_trade": can_trade,
+        "open_block_note": open_block_note,
         "opens_today": opens_today,
         "daily_open_hard_limit": DAILY_OPEN_HARD_LIMIT,
         "daily_open_alert_threshold": DAILY_OPEN_ALERT_THRESHOLD,
@@ -9556,7 +9604,9 @@ register_trade_records_api(
 def _dashboard_enrich_orders(items):
     from lib.instance.instance_dashboard_lib import enrich_order_items_with_marks
 
-    return enrich_order_items_with_marks(items, get_price=get_price)
+    return enrich_order_items_with_marks(
+        items, get_price=get_price, get_contract_size=get_contract_size
+    )
 
 
 from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
@@ -9569,6 +9619,10 @@ register_instance_dashboard_routes(
     hedge_enabled=False,
 )
 
+from lib.account_ledger.account_ledger_register import install_account_ledger
+
+install_account_ledger(app, _REPO_ROOT, app_module=sys.modules[__name__], exchange_key="binance")
+
 
 @app.route("/api/journals")
 @login_required
@@ -9988,14 +10042,14 @@ def _hub_meta_bundle():
 
 
 def _hub_account_bundle():
-    funding_capital, trading_capital = get_exchange_capitals(force=True)
+    # 中控看板高频拉取:仅走余额缓存,避免额外 fetch_balance
+    funding_capital, trading_capital = get_exchange_capitals(force=False)
     funding_usdt = round(funding_capital, FUNDS_DECIMALS) if funding_capital is not None else None
     trading_usdt = round(trading_capital, FUNDS_DECIMALS) if trading_capital is not None else None
-    available = get_available_trading_usdt()
     return {
         "funding_usdt": funding_usdt,
         "trading_usdt": trading_usdt,
-        "available_trading_usdt": round(available, FUNDS_DECIMALS) if available is not None else None,
+        "available_trading_usdt": trading_usdt,
         "trading_day": get_trading_day(app_now()),
     }
 

crypto_monitor_gate/.env.example

@@ -192,6 +192,8 @@ AUTO_TRANSFER_BJ_HOUR=8
 FORCE_CLOSE_BJ_HOUR=0
 # 是否启用强制清仓(默认关闭,true 才会在整点执行)
 FORCE_CLOSE_ENABLED=false
+# 强制清仓执行窗口(分钟,默认 5;该窗口内禁止开仓)
+FORCE_CLOSE_GRACE_MINUTES=5
 
 # 推送与AI超时(秒)
 WECHAT_TIMEOUT_SECONDS=10

crypto_monitor_gate/app.py

@@ -260,6 +260,7 @@ from lib.common.history_window_lib import (
     utc_window_to_utc_sql_strings,
 )
 from lib.trade.trade_result_lib import (
+    classify_exit_by_levels,
     count_winning_trades,
     filter_trade_records_excluding_miss,
     normalize_result_with_pnl,
@@ -466,6 +467,8 @@ from lib.exchange.gate_ccxt_lib import gate_ccxt_class
 # Gate.io USDT 永续(swap)
 exchange = gate_ccxt_class()({
     "enableRateLimit": True,
+    # 避免关键位监控/账户拉取无限挂起拖垮中控
+    "timeout": int(os.getenv("GATE_CCXT_TIMEOUT_MS", "8000")),
     "options": {
         "defaultType": "swap",
         "defaultMarginMode": _GATE_DEFAULT_MARGIN_MODE,
@@ -1841,45 +1844,80 @@ def _compute_period_metrics(trades):
     }
 
 
+def _bounds_for_month_key(ym):
+    """ym: YYYY-MM → 该自然月首末日(北京日历)."""
+    y, m = [int(x) for x in str(ym).split("-", 1)]
+    start = f"{y:04d}-{m:02d}-01"
+    if m == 12:
+        end = f"{y:04d}-12-31"
+    else:
+        end = (datetime(y, m + 1, 1) - timedelta(days=1)).date().strftime("%Y-%m-%d")
+    return start, end
+
+
+def _build_monthly_stats_rows(conn, all_tr, seg_key):
+    """按北京交易日所在自然月聚合;新月在前."""
+    by_month = {}
+    for p, t, td in all_tr:
+        if not td or len(str(td)) < 7:
+            continue
+        mk = str(td)[:7]
+        by_month.setdefault(mk, []).append((p, t, td))
+    rows = []
+    for mk in sorted(by_month.keys(), reverse=True):
+        metrics = _compute_period_metrics(by_month[mk])
+        ms, me = _bounds_for_month_key(mk)
+        metrics["opens_count"] = _count_opens_for_segment(conn, ms, me, seg_key)
+        metrics["range_label"] = f"{ms} ~ {me}"
+        metrics["month_key"] = mk
+        rows.append(metrics)
+    return rows
+
+
 def compute_stats_bundle(conn, trading_day, now_dt=None):
-    """日 / 周 / 月 统计:平仓按北京时间交易日(默认 8:00 切日)计入."""
+    """日 / 周 / 月 / 全部 统计:平仓按北京时间交易日(默认 8:00 切日)计入."""
     now_dt = now_dt or app_now()
     pnls = _load_completed_trade_pnls(conn)
     total_opens_all = conn.execute("SELECT COUNT(*) FROM order_monitors").fetchone()[0]
     w_start, w_end = _session_week_bounds(trading_day)
     m_start, m_end = _calendar_month_bounds(now_dt)
 
-    def in_week(tr):
-        return tr[2] and w_start <= tr[2] <= w_end
-
-    def in_month(tr):
-        return tr[2] and m_start <= tr[2] <= m_end
-
     def slice_metrics(seg_key):
         seg_rows = [tr for tr in pnls if _pnl_row_matches_segment(tr[3], seg_key)]
         day_tr = [(p, t, td) for p, t, td, _r in seg_rows if td == trading_day]
         week_tr = [(p, t, td) for p, t, td, _r in seg_rows if t and w_start <= td <= w_end]
         month_tr = [(p, t, td) for p, t, td, _r in seg_rows if t and m_start <= td <= m_end]
+        all_tr = [(p, t, td) for p, t, td, _r in seg_rows if t]
         dm = _compute_period_metrics(day_tr)
         wm = _compute_period_metrics(week_tr)
         mm = _compute_period_metrics(month_tr)
+        am = _compute_period_metrics(all_tr)
         dm["opens_count"] = _count_opens_for_segment(conn, trading_day, trading_day, seg_key)
         wm["opens_count"] = _count_opens_for_segment(conn, w_start, w_end, seg_key)
         mm["opens_count"] = _count_opens_for_segment(conn, m_start, m_end, seg_key)
+        am["opens_count"] = _count_opens_for_segment(conn, "1970-01-01", "9999-12-31", seg_key)
         dm["range_label"] = f"北京时间交易日 {trading_day}({TRADING_DAY_RESET_HOUR}:00 切日)"
         wm["range_label"] = f"{w_start} ~ {w_end}(北京日期,近7天)"
         mm["range_label"] = f"{m_start} ~ {m_end}(北京自然月)"
-        return dm, wm, mm
+        tds = [td for _, _, td in all_tr if td]
+        if tds:
+            am["range_label"] = f"全部历史 {min(tds)} ~ {max(tds)}(北京交易日)"
+        else:
+            am["range_label"] = "全部历史(暂无平仓)"
+        am["monthly_rows"] = _build_monthly_stats_rows(conn, all_tr, seg_key)
+        return dm, wm, mm, am
 
     segments = []
     seg_defs = effective_stats_segment_defs(
         STATS_SEGMENT_DEFS, POSITION_SIZING_MODE, KEY_AUTO_ORDER_ENABLED
     )
     for seg_key, seg_title, _meta in seg_defs:
-        dm, wm, mm = slice_metrics(seg_key)
-        segments.append({"key": seg_key, "title": seg_title, "day": dm, "week": wm, "month": mm})
+        dm, wm, mm, am = slice_metrics(seg_key)
+        segments.append(
+            {"key": seg_key, "title": seg_title, "day": dm, "week": wm, "month": mm, "all": am}
+        )
 
-    dm, wm, mm = slice_metrics("all")
+    dm, wm, mm, am = slice_metrics("all")
 
     return {
         "trading_day": trading_day,
@@ -1887,6 +1925,7 @@ def compute_stats_bundle(conn, trading_day, now_dt=None):
         "day": dm,
         "week": wm,
         "month": mm,
+        "all": am,
         "segments": segments,
         "stats_reset_hour": TRADING_DAY_RESET_HOUR,
     }
@@ -2934,6 +2973,7 @@ def resolve_capital_base_for_key_open(conn, trading_day, live_capital):
 def precheck_risk(conn, symbol, direction):
     now = app_now()
     from lib.trade.account_risk_lib import account_risk_blocks_trading
+    from lib.trade.force_close_lib import force_close_blocks_new_open
 
     ok_risk, risk_reason = account_risk_blocks_trading(
         conn,
@@ -2943,6 +2983,13 @@ def precheck_risk(conn, symbol, direction):
     )
     if not ok_risk:
         return False, risk_reason
+    fc_block, fc_note = force_close_blocks_new_open(
+        FORCE_CLOSE_ENABLED,
+        FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+    )
+    if fc_block:
+        return False, fc_note or "强制清仓窗口内暂不可开仓"
     if not trading_day_reset_allows_new_open(now):
         return False, f"北京时间 {TRADING_DAY_RESET_HOUR}:00 前不允许持仓"
     from lib.trade.account_risk_lib import position_limit_reached
@@ -3035,7 +3082,7 @@ def resolve_order_entry_price(order_resp, exchange_symbol, fallback_price):
 
 def get_contract_size(exchange_symbol):
     ensure_markets_loaded()
-    market = exchange.market(exchange_symbol)
+    market = exchange.market(normalize_exchange_symbol(exchange_symbol))
     return float(market.get("contractSize") or 1)
 
 
@@ -3892,29 +3939,6 @@ def ms_to_app_local_str(ms):
         return app_now_str()
 
 
-def classify_exit_by_levels(direction, trigger_price, stop_loss, take_profit, exit_price):
-    """根据成交价相对止盈/止损位归类;无法可靠归类时返回 None."""
-    try:
-        tp = float(take_profit)
-        sl = float(stop_loss)
-        ex = float(exit_price)
-        trig = float(trigger_price)
-    except (TypeError, ValueError):
-        return None
-    band = max(abs(trig) * 0.0008, abs(tp - sl) * 0.003, 1e-12)
-    if direction == "long":
-        if ex >= tp - band:
-            return "止盈"
-        if ex <= sl + band:
-            return "止损"
-    else:
-        if ex <= tp + band:
-            return "止盈"
-        if ex >= sl - band:
-            return "止损"
-    return None
-
-
 def fetch_latest_closing_fill(exchange_symbol, direction, opened_at_str, opened_at_ms=None):
     """取开仓以来最近一笔减仓成交(与方向一致);失败返回 None."""
     if not (GATE_API_KEY and GATE_API_SECRET):
@@ -4589,14 +4613,25 @@ def _finalize_key_monitor_one_shot(conn, row, last_msg, close_reason):
     conn.execute("DELETE FROM key_monitors WHERE id=?", (row["id"],))
 
 
+_RS_BAR_CACHE: dict[str, dict] = {}
+_RS_BAR_CACHE_TTL_SEC = float(os.getenv("GATE_RS_BAR_CACHE_SEC", "45"))
+
+
 def _fetch_last_closed_bar(symbol):
-    """最近一根闭合 K:[ts, o, h, l, c, v] 或 None."""
+    """最近一根闭合 K:[ts, o, h, l, c, v] 或 None.短缓存减轻关键位监控打爆 ccxt."""
     ex_sym = normalize_exchange_symbol(symbol)
+    now = time.time()
+    cached = _RS_BAR_CACHE.get(ex_sym)
+    if cached and now - float(cached.get("updated_at") or 0) < _RS_BAR_CACHE_TTL_SEC:
+        return cached.get("bar")
     bars = exchange.fetch_ohlcv(ex_sym, timeframe=KLINE_TIMEFRAME, limit=5) or []
     if len(bars) < 2:
+        _RS_BAR_CACHE[ex_sym] = {"updated_at": now, "bar": None}
         return None
     closed = bars[:-1]
-    return closed[-1] if closed else None
+    bar = closed[-1] if closed else None
+    _RS_BAR_CACHE[ex_sym] = {"updated_at": now, "bar": bar}
+    return bar
 
 
 def _key_rs_gate_preview(symbol, upper, lower):
@@ -6539,8 +6574,10 @@ def force_close_before_reset():
     if not FORCE_CLOSE_ENABLED:
         return
     now = app_now()
-    # 每天北京时间指定整点小时内执行一次性兜底清仓(默认 00:xx)
-    if now.hour != FORCE_CLOSE_BJ_HOUR:
+    # 每天北京时间指定整点起 FORCE_CLOSE_GRACE_MINUTES 分钟内执行兜底清仓
+    from lib.trade.force_close_lib import is_force_close_executing
+
+    if not is_force_close_executing(FORCE_CLOSE_BJ_HOUR, now_ms=int(now.timestamp() * 1000)):
         return
     conn = get_db()
     rows = conn.execute("SELECT * FROM order_monitors WHERE status='active'").fetchall()
@@ -7061,14 +7098,22 @@ def render_main_page(page="trade", embed_mode=None):
     position_limit_count = count_position_limit_active_monitors(conn)
     opens_today = count_opens_for_trading_day(conn, trading_day)
     risk_status = hub_account_risk_status(conn)
-    can_trade = can_trade_new_open(
+    from lib.trade.open_trade_gate_lib import resolve_manual_open_gate
+
+    _open_gate = resolve_manual_open_gate(
         time_allows=trading_day_reset_allows_new_open(now),
         active_count=position_limit_count,
         max_active_positions=MAX_ACTIVE_POSITIONS,
         opens_today=opens_today,
         hard_limit=DAILY_OPEN_HARD_LIMIT,
-        extra_blocks=not risk_status.get("can_trade", True),
+        risk_status=risk_status,
+        force_close_enabled=FORCE_CLOSE_ENABLED,
+        force_close_bj_hour=FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+        reset_hour=TRADING_DAY_RESET_HOUR,
     )
+    can_trade = _open_gate["can_trade"]
+    open_block_note = _open_gate["open_block_note"]
     key_rule_ctx = key_monitor_rule_template_context(
         kline_timeframe=KLINE_TIMEFRAME,
         key_breakout_amp_min_pct=KEY_BREAKOUT_AMP_MIN_PCT,
@@ -7132,6 +7177,7 @@ def render_main_page(page="trade", embed_mode=None):
         price_refresh_seconds=PRICE_REFRESH_SECONDS,
         active_count=position_limit_count,
         can_trade=can_trade,
+        open_block_note=open_block_note,
         opens_today=opens_today,
         daily_open_hard_limit=DAILY_OPEN_HARD_LIMIT,
         daily_open_alert_threshold=DAILY_OPEN_ALERT_THRESHOLD,
@@ -7340,14 +7386,22 @@ def api_account_snapshot():
 
     header_trade_stats = header_trade_stats_for_window(conn, _list_window_from_request(), APP_TZ)
     conn.close()
-    can_trade = can_trade_new_open(
+    from lib.trade.open_trade_gate_lib import resolve_manual_open_gate
+
+    _open_gate = resolve_manual_open_gate(
         time_allows=trading_day_reset_allows_new_open(now),
         active_count=position_limit_count,
         max_active_positions=MAX_ACTIVE_POSITIONS,
         opens_today=opens_today,
         hard_limit=DAILY_OPEN_HARD_LIMIT,
-        extra_blocks=not risk_status.get("can_trade", True),
+        risk_status=risk_status,
+        force_close_enabled=FORCE_CLOSE_ENABLED,
+        force_close_bj_hour=FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+        reset_hour=TRADING_DAY_RESET_HOUR,
     )
+    can_trade = _open_gate["can_trade"]
+    open_block_note = _open_gate["open_block_note"]
     available_trading_usdt = get_available_trading_usdt()
 
     unrealized_pnl = None
@@ -7376,6 +7430,7 @@ def api_account_snapshot():
         "active_count": position_limit_count,
         "max_active_positions": MAX_ACTIVE_POSITIONS,
         "can_trade": can_trade,
+        "open_block_note": open_block_note,
         "opens_today": opens_today,
         "daily_open_hard_limit": DAILY_OPEN_HARD_LIMIT,
         "daily_open_alert_threshold": DAILY_OPEN_ALERT_THRESHOLD,
@@ -9404,7 +9459,9 @@ register_trade_records_api(
 def _dashboard_enrich_orders(items):
     from lib.instance.instance_dashboard_lib import enrich_order_items_with_marks
 
-    return enrich_order_items_with_marks(items, get_price=get_price)
+    return enrich_order_items_with_marks(
+        items, get_price=get_price, get_contract_size=get_contract_size
+    )
 
 
 from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
@@ -9417,6 +9474,10 @@ register_instance_dashboard_routes(
     hedge_enabled=False,
 )
 
+from lib.account_ledger.account_ledger_register import install_account_ledger
+
+install_account_ledger(app, _REPO_ROOT, app_module=sys.modules[__name__], exchange_key="gate")
+
 
 @app.route("/api/journals")
 @login_required
@@ -9845,14 +9906,14 @@ def _hub_meta_bundle():
 
 
 def _hub_account_bundle():
-    funding_capital, trading_capital = get_exchange_capitals(force=True)
+    # 中控看板高频拉取:仅走余额缓存;不再额外 fetch_balance(会与关键位监控争用 ccxt)
+    funding_capital, trading_capital = get_exchange_capitals(force=False)
     funding_usdt = round(funding_capital, 2) if funding_capital is not None else None
     trading_usdt = round(trading_capital, 2) if trading_capital is not None else None
-    available = get_available_trading_usdt()
     return {
         "funding_usdt": funding_usdt,
         "trading_usdt": trading_usdt,
-        "available_trading_usdt": round(available, 2) if available is not None else None,
+        "available_trading_usdt": trading_usdt,
         "trading_day": get_trading_day(app_now()),
     }
 

crypto_monitor_okx/.env.example

@@ -79,11 +79,12 @@ TRADING_DAY_RESET_OPEN_GUARD_ENABLED=true
 
 # 是否开启 OKX 实盘下单(false=只做本地流程,true=真实下单)
 LIVE_TRADING_ENABLED=true
-# OKX API Key(实盘)
+# =============================================================================
+# OKX 账户 API(永续 + 期权共用同一套密钥;修改后须重启 PM2)
+# 旧键 OKX_OPTIONS_API_* 已废弃:若 OKX_API_* 为空,启动时会从 OPTIONS 键回填
+# =============================================================================
 OKX_API_KEY=REPLACE_WITH_OKX_API_KEY
-# OKX API Secret(实盘)
 OKX_API_SECRET=REPLACE_WITH_OKX_API_SECRET
-# OKX API Passphrase(实盘)
 OKX_API_PASSPHRASE=REPLACE_WITH_OKX_API_PASSPHRASE
 # 保证金模式:cross=全仓,isolated=逐仓
 OKX_TD_MODE=cross
@@ -99,24 +100,31 @@ OKX_POSITION_INST_TYPE=SWAP
 EXCHANGE_DISPLAY_NAME=OKX
 # 企业微信推送里展示的账户备注
 # OKX_ACCOUNT_LABEL=
+# 顶栏是否显示 USDT 资金/交易账户(热更);false 时总资金仅计期权 USDC 侧
+OKX_SHOW_PERP_FUNDS=true
 
 # =============================================================================
-# 期权(主账户 API,与永续子账户 OKX_API_* 分离;修改后须重启 PM2)
+# 期权模块(与上方 OKX_API_* 同源;修改启用开关后须重启 PM2)
 # 详见 docs/期权方案.md 与 docs/期权用法.md
 # =============================================================================
 OKX_OPTIONS_ENABLED=false
-OKX_OPTIONS_API_KEY=
-OKX_OPTIONS_API_SECRET=
-OKX_OPTIONS_API_PASSPHRASE=
-OKX_OPTIONS_ACCOUNT_LABEL=主账户·期权
+# 以下 OKX_OPTIONS_API_* 已废弃,请勿再配置(仅兼容旧部署回填)
+# OKX_OPTIONS_API_KEY=
+# OKX_OPTIONS_API_SECRET=
+# OKX_OPTIONS_API_PASSPHRASE=
+OKX_OPTIONS_ACCOUNT_LABEL=账户·期权
 OKX_OPTIONS_TRADE_BUDGET_USDC=10
 OKX_OPTIONS_BUDGET_BUFFER=0.95
+# 交易模式三选一(热更):options=单独期权 / perp_options=永期对冲 / options_options=期期对冲
+# 选单独期权时隐藏对冲导航与对冲配置;选对冲时不可单独开期权,仓位按「对冲组数上限」
+OKX_TRADE_MODE=options
+# 仅单独期权模式:期权同时持仓上限(笔);0=不限制;同合约加仓不占新笔数;热更
+OKX_OPTIONS_MAX_ACTIVE_POSITIONS=0
 OKX_OPTIONS_DEFAULT_UNDERLY=ETH
 # 期权链仅显示卖一深度≥1张的合约(估算卖一/无深度不显示);false 则显示全部
 OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED=true
 OKX_OPTIONS_MAX_DTE_DAYS=2
 OKX_OPTIONS_CHAIN_MAX_DTE_DAYS=14
-OKX_SUB_ACCOUNT_NAME=
 OKX_OPTIONS_ITM_MAX_DIST_USD=30
 OKX_OPTIONS_PROFIT_ALERT_RATIO=1.0
 OKX_OPTIONS_POLL_SECONDS=15
@@ -126,13 +134,15 @@ OKX_OPTIONS_ALLOW_MARKET_CLOSE=false
 OKX_OPTIONS_OPEN_FILL_TIMEOUT_SEC=12
 
 # =============================================================================
-# 对冲计划(仅 OKX;前端 env「对冲计划」;详见 docs/对冲计划开发方案.md)
+# 对冲计划(仅 OKX;由 OKX_TRADE_MODE 控制是否启用;详见 docs/对冲计划开发方案.md)
 # =============================================================================
+# 以下三项已由 OKX_TRADE_MODE 取代,保留兼容旧部署(未配置 TRADE_MODE 时仍可读)
 HEDGE_PLAN_ENABLED=false
-# 页面 Tab 显示(默认全部显示,可单独关闭;不影响已有进行中/历史计划)
 HEDGE_PLAN_SHOW_PERP_OPTIONS=true
 HEDGE_PLAN_SHOW_OPTIONS_OPTIONS=true
 HEDGE_PLAN_LIVE_ORDER=false
+# 永期子模式:true=以期权为主;false=保险模式(页面标题前标识,不可页内切换)
+HEDGE_PLAN_OPTION_PRIMARY=true
 HEDGE_PLAN_OPEN_ORDER=options_first
 HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS=true
 HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS=false
@@ -147,6 +157,7 @@ HEDGE_PLAN_OO_BIAS_RATIO=0.7
 HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE=true
 # 半腿失败改手动补开(默认 true):不自动平已成腿,计划挂 partial,页面补开;开启时下方自动平强制无效
 HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL=true
+# 对冲组数上限(默认 1;opening/active/partial 计入);仅永期/期期模式生效;热更
 MAX_ACTIVE_HEDGE_PLANS=1
 HEDGE_PLAN_MONITOR_POLL_SECONDS=15
 # 半腿失败自动平期权;若 MANUAL_COMPLETE_ON_PARTIAL=true 则运行时强制无效(建议一并写成 false)
@@ -253,6 +264,8 @@ AUTO_TRANSFER_BJ_HOUR=8
 FORCE_CLOSE_BJ_HOUR=0
 # 是否启用强制清仓(默认关闭,true 才会在整点执行)
 FORCE_CLOSE_ENABLED=false
+# 强制清仓执行窗口(分钟,默认 5;该窗口内禁止开仓)
+FORCE_CLOSE_GRACE_MINUTES=5
 
 # 推送与AI超时(秒)
 WECHAT_TIMEOUT_SECONDS=10

crypto_monitor_okx/app.py

@@ -256,6 +256,7 @@ from lib.common.history_window_lib import (
     utc_window_to_utc_sql_strings,
 )
 from lib.trade.trade_result_lib import (
+    classify_exit_by_levels,
     count_winning_trades,
     filter_trade_records_excluding_miss,
     normalize_result_with_pnl,
@@ -342,16 +343,29 @@ def _resolve_app_tz():
 
 APP_TZ = _resolve_app_tz()
 LIVE_TRADING_ENABLED = os.getenv("LIVE_TRADING_ENABLED", "false").lower() == "true"
+
+
+def _promote_legacy_options_api_keys() -> None:
+    """1B: OKX_API_* 为空时,用废弃的 OKX_OPTIONS_API_* 回填到进程环境."""
+    if (os.getenv("OKX_API_KEY") or "").strip():
+        return
+    legacy_key = (os.getenv("OKX_OPTIONS_API_KEY") or "").strip()
+    legacy_secret = (os.getenv("OKX_OPTIONS_API_SECRET") or "").strip()
+    legacy_pass = (os.getenv("OKX_OPTIONS_API_PASSPHRASE") or "").strip()
+    if not (legacy_key and legacy_secret and legacy_pass):
+        return
+    os.environ["OKX_API_KEY"] = legacy_key
+    os.environ["OKX_API_SECRET"] = legacy_secret
+    os.environ["OKX_API_PASSPHRASE"] = legacy_pass
+
+
+_promote_legacy_options_api_keys()
 OKX_API_KEY = os.getenv("OKX_API_KEY", "")
 OKX_API_SECRET = os.getenv("OKX_API_SECRET", "")
 OKX_API_PASSPHRASE = os.getenv("OKX_API_PASSPHRASE", "")
 OKX_OPTIONS_ENABLED = os.getenv("OKX_OPTIONS_ENABLED", "false").lower() in ("1", "true", "yes", "on")
-OKX_OPTIONS_API_KEY = os.getenv("OKX_OPTIONS_API_KEY", "")
-OKX_OPTIONS_API_SECRET = os.getenv("OKX_OPTIONS_API_SECRET", "")
-OKX_OPTIONS_API_PASSPHRASE = os.getenv("OKX_OPTIONS_API_PASSPHRASE", "")
 OKX_OPTIONS_TRADE_BUDGET_USDC = float(os.getenv("OKX_OPTIONS_TRADE_BUDGET_USDC", "10"))
 OKX_OPTIONS_DEFAULT_UNDERLY = (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper()
-OKX_SUB_ACCOUNT_NAME = (os.getenv("OKX_SUB_ACCOUNT_NAME") or "").strip()
 OKX_TD_MODE = os.getenv("OKX_TD_MODE", "cross")
 OKX_POS_MODE = os.getenv("OKX_POS_MODE", "hedge")
 EXCHANGE_DISPLAY_NAME = (os.getenv("EXCHANGE_DISPLAY_NAME") or "OKX").strip() or "OKX"
@@ -466,7 +480,7 @@ os.makedirs(UPLOAD_FOLDER, exist_ok=True)
 os.makedirs(ORDER_CHART_DIR, exist_ok=True)
 app.config["UPLOAD_FOLDER"] = UPLOAD_FOLDER
 
-# 换成 OKX 永续
+# 同一套 OKX_API_*:swap 客户端跑永续,option 客户端跑期权(身份相同,defaultType 不同)
 exchange = ccxt.okx({
     "enableRateLimit": True,
     "options": {"defaultType": "swap"},  # OKX 用 swap 表示永续
@@ -486,10 +500,10 @@ exchange_options = ccxt.okx(
 )
 if OKX_CCXT_PROXIES:
     exchange_options.proxies = OKX_CCXT_PROXIES
-if OKX_OPTIONS_API_KEY and OKX_OPTIONS_API_SECRET and OKX_OPTIONS_API_PASSPHRASE:
-    exchange_options.apiKey = OKX_OPTIONS_API_KEY
-    exchange_options.secret = OKX_OPTIONS_API_SECRET
-    exchange_options.password = OKX_OPTIONS_API_PASSPHRASE
+if OKX_API_KEY and OKX_API_SECRET and OKX_API_PASSPHRASE:
+    exchange_options.apiKey = OKX_API_KEY
+    exchange_options.secret = OKX_API_SECRET
+    exchange_options.password = OKX_API_PASSPHRASE
 
 MARKETS_LOADED = False
 ACCOUNT_BALANCE_CACHE = {
@@ -1842,8 +1856,38 @@ def _compute_period_metrics(trades):
     }
 
 
+def _bounds_for_month_key(ym):
+    """ym: YYYY-MM → 该自然月首末日(北京日历)."""
+    y, m = [int(x) for x in str(ym).split("-", 1)]
+    start = f"{y:04d}-{m:02d}-01"
+    if m == 12:
+        end = f"{y:04d}-12-31"
+    else:
+        end = (datetime(y, m + 1, 1) - timedelta(days=1)).date().strftime("%Y-%m-%d")
+    return start, end
+
+
+def _build_monthly_stats_rows(conn, all_tr, seg_key):
+    """按北京交易日所在自然月聚合;新月在前."""
+    by_month = {}
+    for p, t, td in all_tr:
+        if not td or len(str(td)) < 7:
+            continue
+        mk = str(td)[:7]
+        by_month.setdefault(mk, []).append((p, t, td))
+    rows = []
+    for mk in sorted(by_month.keys(), reverse=True):
+        metrics = _compute_period_metrics(by_month[mk])
+        ms, me = _bounds_for_month_key(mk)
+        metrics["opens_count"] = _count_opens_for_segment(conn, ms, me, seg_key)
+        metrics["range_label"] = f"{ms} ~ {me}"
+        metrics["month_key"] = mk
+        rows.append(metrics)
+    return rows
+
+
 def compute_stats_bundle(conn, trading_day, now_dt=None):
-    """日 / 周 / 月 统计:平仓按北京时间交易日(默认 8:00 切日)计入."""
+    """日 / 周 / 月 / 全部 统计:平仓按北京时间交易日(默认 8:00 切日)计入."""
     now_dt = now_dt or app_now()
     pnls = _load_completed_trade_pnls(conn)
     total_opens_all = conn.execute("SELECT COUNT(*) FROM order_monitors").fetchone()[0]
@@ -1855,26 +1899,37 @@ def compute_stats_bundle(conn, trading_day, now_dt=None):
         day_tr = [(p, t, td) for p, t, td, _r in seg_rows if td == trading_day]
         week_tr = [(p, t, td) for p, t, td, _r in seg_rows if t and w_start <= td <= w_end]
         month_tr = [(p, t, td) for p, t, td, _r in seg_rows if t and m_start <= td <= m_end]
+        all_tr = [(p, t, td) for p, t, td, _r in seg_rows if t]
         dm = _compute_period_metrics(day_tr)
         wm = _compute_period_metrics(week_tr)
         mm = _compute_period_metrics(month_tr)
+        am = _compute_period_metrics(all_tr)
         dm["opens_count"] = _count_opens_for_segment(conn, trading_day, trading_day, seg_key)
         wm["opens_count"] = _count_opens_for_segment(conn, w_start, w_end, seg_key)
         mm["opens_count"] = _count_opens_for_segment(conn, m_start, m_end, seg_key)
+        am["opens_count"] = _count_opens_for_segment(conn, "1970-01-01", "9999-12-31", seg_key)
         dm["range_label"] = f"北京时间交易日 {trading_day}({TRADING_DAY_RESET_HOUR}:00 切日)"
         wm["range_label"] = f"{w_start} ~ {w_end}(北京日期,近7天)"
         mm["range_label"] = f"{m_start} ~ {m_end}(北京自然月)"
-        return dm, wm, mm
+        tds = [td for _, _, td in all_tr if td]
+        if tds:
+            am["range_label"] = f"全部历史 {min(tds)} ~ {max(tds)}(北京交易日)"
+        else:
+            am["range_label"] = "全部历史(暂无平仓)"
+        am["monthly_rows"] = _build_monthly_stats_rows(conn, all_tr, seg_key)
+        return dm, wm, mm, am
 
     segments = []
     seg_defs = effective_stats_segment_defs(
         STATS_SEGMENT_DEFS, POSITION_SIZING_MODE, KEY_AUTO_ORDER_ENABLED
     )
     for seg_key, seg_title, _meta in seg_defs:
-        dm, wm, mm = slice_metrics(seg_key)
-        segments.append({"key": seg_key, "title": seg_title, "day": dm, "week": wm, "month": mm})
+        dm, wm, mm, am = slice_metrics(seg_key)
+        segments.append(
+            {"key": seg_key, "title": seg_title, "day": dm, "week": wm, "month": mm, "all": am}
+        )
 
-    dm, wm, mm = slice_metrics("all")
+    dm, wm, mm, am = slice_metrics("all")
 
     return {
         "trading_day": trading_day,
@@ -1882,6 +1937,7 @@ def compute_stats_bundle(conn, trading_day, now_dt=None):
         "day": dm,
         "week": wm,
         "month": mm,
+        "all": am,
         "segments": segments,
         "stats_reset_hour": TRADING_DAY_RESET_HOUR,
     }
@@ -2673,6 +2729,7 @@ def trading_day_reset_allows_new_open(now, conn=None):
 def precheck_risk(conn, symbol, direction):
     now = app_now()
     from lib.trade.account_risk_lib import account_risk_blocks_trading
+    from lib.trade.force_close_lib import force_close_blocks_new_open
 
     ok_risk, risk_reason = account_risk_blocks_trading(
         conn,
@@ -2682,6 +2739,13 @@ def precheck_risk(conn, symbol, direction):
     )
     if not ok_risk:
         return False, risk_reason
+    fc_block, fc_note = force_close_blocks_new_open(
+        FORCE_CLOSE_ENABLED,
+        FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+    )
+    if fc_block:
+        return False, fc_note or "强制清仓窗口内暂不可开仓"
     if not trading_day_reset_allows_new_open(now):
         return False, f"北京时间 {TRADING_DAY_RESET_HOUR}:00 前不允许持仓"
     from lib.trade.account_risk_lib import position_limit_reached
@@ -2775,7 +2839,7 @@ def resolve_order_entry_price(order_resp, exchange_symbol, fallback_price):
 def get_contract_size(exchange_symbol):
     try:
         ensure_markets_loaded()
-        market = exchange.market(exchange_symbol)
+        market = exchange.market(normalize_okx_symbol(exchange_symbol))
         return float(market.get("contractSize") or 1)
     except Exception:
         return 1.0
@@ -3381,29 +3445,6 @@ def ms_to_app_local_str(ms):
         return app_now_str()
 
 
-def classify_exit_by_levels(direction, trigger_price, stop_loss, take_profit, exit_price):
-    """根据成交价相对止盈/止损位归类;无法可靠归类时返回 None."""
-    try:
-        tp = float(take_profit)
-        sl = float(stop_loss)
-        ex = float(exit_price)
-        trig = float(trigger_price)
-    except (TypeError, ValueError):
-        return None
-    band = max(abs(trig) * 0.0008, abs(tp - sl) * 0.003, 1e-12)
-    if direction == "long":
-        if ex >= tp - band:
-            return "止盈"
-        if ex <= sl + band:
-            return "止损"
-    else:
-        if ex <= tp + band:
-            return "止盈"
-        if ex >= sl - band:
-            return "止损"
-    return None
-
-
 def fetch_latest_closing_fill(exchange_symbol, direction, opened_at_str, opened_at_ms=None):
     """取开仓以来最近一笔减仓成交(与方向一致);失败返回 None."""
     if not (OKX_API_KEY and OKX_API_SECRET and OKX_API_PASSPHRASE):
@@ -6366,8 +6407,10 @@ def force_close_before_reset():
     if not FORCE_CLOSE_ENABLED:
         return
     now = app_now()
-    # 每天北京时间指定整点小时内执行一次性兜底清仓(默认 00:xx)
-    if now.hour != FORCE_CLOSE_BJ_HOUR:
+    # 每天北京时间指定整点起 FORCE_CLOSE_GRACE_MINUTES 分钟内执行兜底清仓
+    from lib.trade.force_close_lib import is_force_close_executing
+
+    if not is_force_close_executing(FORCE_CLOSE_BJ_HOUR, now_ms=int(now.timestamp() * 1000)):
         return
     conn = get_db()
     rows = conn.execute("SELECT * FROM order_monitors WHERE status='active'").fetchall()
@@ -6567,6 +6610,7 @@ def render_main_page(page="trade", embed_mode=None):
         minimal_stats_bundle,
         options_funding_label,
         profit_loss_ratio_from_trades,
+        show_perp_funds_enabled,
         total_funds_usdt,
         trade_records_summary,
     )
@@ -6666,14 +6710,22 @@ def render_main_page(page="trade", embed_mode=None):
     open_guard_blocks_now = open_guard_enabled and now.hour < TRADING_DAY_RESET_HOUR
     opens_today = count_opens_for_trading_day(conn, trading_day)
     risk_status = hub_account_risk_status(conn)
-    can_trade = can_trade_new_open(
+    from lib.trade.open_trade_gate_lib import resolve_manual_open_gate
+
+    _open_gate = resolve_manual_open_gate(
         time_allows=trading_day_reset_allows_new_open(now, conn),
         active_count=position_limit_count,
         max_active_positions=MAX_ACTIVE_POSITIONS,
         opens_today=opens_today,
         hard_limit=DAILY_OPEN_HARD_LIMIT,
-        extra_blocks=not risk_status.get("can_trade", True),
+        risk_status=risk_status,
+        force_close_enabled=FORCE_CLOSE_ENABLED,
+        force_close_bj_hour=FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+        reset_hour=TRADING_DAY_RESET_HOUR,
     )
+    can_trade = _open_gate["can_trade"]
+    open_block_note = _open_gate["open_block_note"]
     key_rule_ctx = {}
     if page in ("key_monitor", "trade") or page in (
         "strategy",
@@ -6714,6 +6766,11 @@ def render_main_page(page="trade", embed_mode=None):
     from lib.instance.instance_display_prefs_lib import display_prefs_template_context
 
     _display_ctx = display_prefs_template_context(get_db)
+    from lib.hedge_plan.okx_trade_mode_lib import get_okx_trade_mode
+
+    _okx_trade_mode = get_okx_trade_mode()
+    _hedge_mode_on = _okx_trade_mode in ("perp_options", "options_options")
+    _show_perp_funds = show_perp_funds_enabled(exchange_key="okx")
     template_ctx = dict(
         page=page,
         key=key_list,
@@ -6725,12 +6782,12 @@ def render_main_page(page="trade", embed_mode=None):
         rate=rate,
         profit_loss_ratio=profit_loss_ratio,
         total_funds=total_funds_usdt(
-            funding_usdt,
-            current_capital,
+            funding_usdt if _show_perp_funds else None,
+            current_capital if _show_perp_funds else None,
             options_trading_usdc,
             options_funding_usdc,
-            options_funding_usdt,
-            options_trading_usdt,
+            None,
+            None,
         ),
         options_funding_usdc=options_funding_usdc,
         options_funding_usdt=options_funding_usdt,
@@ -6755,6 +6812,7 @@ def render_main_page(page="trade", embed_mode=None):
         price_refresh_seconds=PRICE_REFRESH_SECONDS,
         active_count=position_limit_count,
         can_trade=can_trade,
+        open_block_note=open_block_note,
         opens_today=opens_today,
         daily_open_hard_limit=DAILY_OPEN_HARD_LIMIT,
         daily_open_alert_threshold=DAILY_OPEN_ALERT_THRESHOLD,
@@ -6802,15 +6860,18 @@ def render_main_page(page="trade", embed_mode=None):
         options_funding_label=options_funding_label,
         exchange_display=EXCHANGE_DISPLAY_NAME,
         options_enabled=OKX_OPTIONS_ENABLED,
+        show_perp_funds=_show_perp_funds,
         options_nav_visible=True,
-        hedge_plan_enabled=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
-        hedge_plan_nav_visible=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
-        hedge_plan_show_perp_options=os.getenv("HEDGE_PLAN_SHOW_PERP_OPTIONS", "true").lower()
-        in ("1", "true", "yes", "on"),
-        hedge_plan_show_options_options=os.getenv("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", "true").lower()
-        in ("1", "true", "yes", "on"),
+        okx_trade_mode=_okx_trade_mode,
+        options_open_allowed=_okx_trade_mode == "options",
+        hedge_plan_enabled=_hedge_mode_on,
+        hedge_plan_nav_visible=_hedge_mode_on,
+        hedge_plan_show_perp_options=_okx_trade_mode == "perp_options",
+        hedge_plan_show_options_options=_okx_trade_mode == "options_options",
         hedge_plan_oo_close_mode_enabled=os.getenv("HEDGE_PLAN_OO_CLOSE_MODE_ENABLED", "true").lower()
         in ("1", "true", "yes", "on"),
+        hedge_plan_option_primary=os.getenv("HEDGE_PLAN_OPTION_PRIMARY", "true").lower()
+        in ("1", "true", "yes", "on"),
         hedge_plan_budget_buffer=float(os.getenv("HEDGE_PLAN_BUDGET_BUFFER") or "0.95"),
         options_trade_budget=OKX_OPTIONS_TRADE_BUDGET_USDC,
         options_budget_buffer=float(os.getenv("OKX_OPTIONS_BUDGET_BUFFER") or "0.95"),
@@ -7001,19 +7062,31 @@ def api_account_snapshot():
     active_pnl_rows = conn.execute(
         "SELECT exchange_symbol, symbol, direction FROM order_monitors WHERE status='active'"
     ).fetchall()
-    from lib.instance.instance_embed_context_lib import header_trade_stats_for_window, total_funds_usdt
+    from lib.instance.instance_embed_context_lib import (
+        header_trade_stats_for_window,
+        show_perp_funds_enabled,
+        total_funds_usdt,
+    )
 
     header_trade_stats = header_trade_stats_for_window(conn, _list_window_from_request(), APP_TZ)
     conn.close()
     open_guard_blocks_now = open_guard_enabled and now.hour < TRADING_DAY_RESET_HOUR
-    can_trade = can_trade_new_open(
+    from lib.trade.open_trade_gate_lib import resolve_manual_open_gate
+
+    _open_gate = resolve_manual_open_gate(
         time_allows=trading_day_reset_allows_new_open(now),
         active_count=position_limit_count,
         max_active_positions=MAX_ACTIVE_POSITIONS,
         opens_today=opens_today,
         hard_limit=DAILY_OPEN_HARD_LIMIT,
-        extra_blocks=not risk_status.get("can_trade", True),
+        risk_status=risk_status,
+        force_close_enabled=FORCE_CLOSE_ENABLED,
+        force_close_bj_hour=FORCE_CLOSE_BJ_HOUR,
+        now_ms=int(now.timestamp() * 1000),
+        reset_hour=TRADING_DAY_RESET_HOUR,
     )
+    can_trade = _open_gate["can_trade"]
+    open_block_note = _open_gate["open_block_note"]
     available_trading_usdt = get_available_trading_usdt()
 
     unrealized_pnl = None
@@ -7052,20 +7125,22 @@ def api_account_snapshot():
             unrealized_pnl = merge_unrealized_pnl_components(unrealized_pnl, options_unrealized_pnl)
         except Exception:
             options_unrealized_pnl = None
+    _show_perp_funds = show_perp_funds_enabled(exchange_key="okx")
     return jsonify({
         "funding_usdt": funding_usdt,
         "current_capital": current_capital,
+        "show_perp_funds": _show_perp_funds,
         "options_funding_usdc": options_funding_usdc,
         "options_funding_usdt": options_funding_usdt,
         "options_trading_usdc": options_trading_usdc,
         "options_trading_usdt": options_trading_usdt,
         "total_funds": total_funds_usdt(
-            funding_usdt,
-            current_capital,
+            funding_usdt if _show_perp_funds else None,
+            current_capital if _show_perp_funds else None,
             options_trading_usdc,
             options_funding_usdc,
-            options_funding_usdt,
-            options_trading_usdt,
+            None,
+            None,
         ),
         "available_trading_usdt": round(available_trading_usdt, FUNDS_DECIMALS) if available_trading_usdt is not None else None,
         "unrealized_pnl": unrealized_pnl,
@@ -7074,6 +7149,7 @@ def api_account_snapshot():
         "active_count": position_limit_count,
         "max_active_positions": MAX_ACTIVE_POSITIONS,
         "can_trade": can_trade,
+        "open_block_note": open_block_note,
         "opens_today": opens_today,
         "daily_open_hard_limit": DAILY_OPEN_HARD_LIMIT,
         "daily_open_alert_threshold": DAILY_OPEN_ALERT_THRESHOLD,
@@ -9107,9 +9183,12 @@ def _dashboard_fetch_options_positions():
 def _dashboard_enrich_orders(items):
     from lib.instance.instance_dashboard_lib import enrich_order_items_with_marks
 
-    return enrich_order_items_with_marks(items, get_price=get_price)
+    return enrich_order_items_with_marks(
+        items, get_price=get_price, get_contract_size=get_contract_size
+    )
 
 
+from lib.hedge_plan.okx_trade_mode_lib import hedge_module_enabled
 from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
 
 register_instance_dashboard_routes(
@@ -9118,9 +9197,13 @@ register_instance_dashboard_routes(
     get_db=get_db,
     fetch_options_positions=_dashboard_fetch_options_positions,
     enrich_orders=_dashboard_enrich_orders,
-    hedge_enabled=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
+    hedge_enabled=hedge_module_enabled,
 )
 
+from lib.account_ledger.account_ledger_register import install_account_ledger
+
+install_account_ledger(app, _REPO_ROOT, app_module=sys.modules[__name__], exchange_key="okx")
+
 
 @app.route("/api/journals")
 @login_required
@@ -9582,14 +9665,14 @@ def _hub_meta_bundle():
 
 
 def _hub_account_bundle():
-    funding_capital, trading_capital = get_exchange_capitals(force=True)
+    # 中控看板高频拉取:仅走余额缓存,避免额外 fetch_balance
+    funding_capital, trading_capital = get_exchange_capitals(force=False)
     funding_usdt = round(funding_capital, FUNDS_DECIMALS) if funding_capital is not None else None
     trading_usdt = round(trading_capital, FUNDS_DECIMALS) if trading_capital is not None else None
-    available = get_available_trading_usdt()
     return {
         "funding_usdt": funding_usdt,
         "trading_usdt": trading_usdt,
-        "available_trading_usdt": round(available, FUNDS_DECIMALS) if available is not None else None,
+        "available_trading_usdt": trading_usdt,
         "trading_day": get_trading_day(app_now()),
     }
 

docs/env配置说明.md

@@ -61,13 +61,14 @@ Binance / Gate 无期权模块时,第三列最后一格不显示或显示「本
 | 中文名 | 说明 | 重启 |
 |--------|------|------|
 | 开启实盘下单 | 关闭时仅走本地流程,不向交易所发单 | 需重启 |
-| API Key | 永续子账户 API Key | 需重启 |
-| API Secret | 永续子账户 Secret | 需重启 |
+| API Key | 账户 API Key(永续+期权共用) | 需重启 |
+| API Secret | 账户 API Secret | 需重启 |
 | API Passphrase | 仅 OKX 显示 | 需重启 |
 | 保证金模式 | 全仓 / 逐仓 | 需重启 |
 | 持仓模式 | 双向 / 单向净持仓等(按所) | 需重启 |
 | 仓位查询类型 | 仅 OKX:如 SWAP | 需重启 |
 | 账户备注 | 企业微信推送中显示的交易所备注 | 保存即生效 |
+| 显示永续资金 | 仅 OKX:关闭后顶栏隐藏 USDT 资金/交易账户,总资金仅计期权 USDC 侧 | 保存即生效 |
 
 **本卡片不包含**:网页登录账号密码,是否关闭登录校验,中控通信密钥.
 
@@ -107,8 +108,8 @@ AI 相关环境变量(`AI_PROVIDER`,`OPENAI_*`,`OLLAMA_*`,`AI_MODEL`,`AI_TIMEOUT
 | 切点前禁止新开仓 | |
 | 最大同时持仓 | |
 | 人工最低盈亏比 | |
-| 强制清仓开关 | |
-| 强制清仓整点(北京) | |
+| 强制清仓开关 | `FORCE_CLOSE_ENABLED`;开启后在指定北京整点小时内,市价平掉本地 active 监控仓 |
+| 强制清仓整点(北京) | `FORCE_CLOSE_BJ_HOUR`(0–23);例 `8` 表示 08:00～08:59;仅扫监控仓,不含交易所裸仓 |
 
 ---
 
@@ -169,8 +170,7 @@ AI 相关环境变量(`AI_PROVIDER`,`OPENAI_*`,`OLLAMA_*`,`AI_MODEL`,`AI_TIMEOUT
 
 | 中文名 | 说明 |
 |--------|------|
-| 启用期权模块 | |
-| 期权 API Key / Secret / Passphrase | 主账户,与永续子账户分离 |
+| 启用期权模块 | 与永续共用 `OKX_API_*`;不再单独配置期权密钥 |
 | 期权账户备注 | |
 | 单笔预算(USDC) | |
 | 预算缓冲比例 | |

docs/strategy/gate-intraday.md

@@ -186,21 +186,22 @@
 - **禁止** 盘中亏着 **手点平仓** 充当止损(破坏统计与连错规则).
 - 若违规手动平亏:**视为当日纪律失败,建议停手**;复盘结果 **不得** 记为「止损」糊弄统计.
 
-### 9.3 时间出场:仅 0 点(程序已实现)
+### 9.3 时间出场:整点强制清仓(程序已实现,可开关)
 
-- **唯一** 时间类出场:**当日 0:00(北京时间)前必须空仓**(赚赔都平).
 - **不使用** 下单表单里的 1h / 2h / 4h「开仓后 N 小时平」(`time_close`);与本策略无关.
-- **程序兜底**(三所共用,Gate 已启用):
+- **程序兜底**(三所共用;Gate 可用 env 开关):
 
 | env | 说明 |
 |-----|------|
-| `FORCE_CLOSE_ENABLED=true` | 开启整点强制清仓 |
-| `FORCE_CLOSE_BJ_HOUR=0` | 北京时间 **0 点那一小时**(00:00～00:59)执行 |
+| `FORCE_CLOSE_ENABLED` | `true` 开启 / `false` 关闭整点强制清仓 |
+| `FORCE_CLOSE_BJ_HOUR` | 北京时间整点小时(如 `0`=`00:00～00:59`,`8`=`08:00～08:59`) |
 
 - 实现:`force_close_before_reset()`(各实例 `app.py` 后台循环调用).
-- 行为:对该小时仍 **active** 的 `order_monitors` **市价全平**,取消交易所触发单,写交易记录.
-- **系统结果字段**:`result = 强制清仓`;备注含「北京时间 0:00 整点风控清仓」.
-- **策略口语「0 点平仓」= 系统「强制清仓」**,统计连错时按 §8 盈亏判定,不按字段名区分.
+- 行为:开启时,在该整点小时内对仍 **active** 的 `order_monitors` **市价全平**,取消交易所触发单,写交易记录.
+- **系统结果字段**:`result = 强制清仓`;备注含「北京时间 X:00 整点风控清仓」.
+- **仅扫本地监控仓**;交易所裸仓且无 active 监控时**不会**被此逻辑平掉.
+- UI:开仓规则说明「平仓 / 委托 / 强制清仓」折叠区 + 顶栏徽章(开启时).
+- 持仓卡可手动「平仓 / 委托 / 撤止盈止损」(与纪律策略并行;策略上仍不建议亏着手平充当止损).
 
 > **与 `TRADING_DAY_RESET_HOUR=8` 无关**:后者只切 **交易日**(统计,8 点前禁开等),**不会**自动平仓.
 
@@ -244,16 +245,16 @@
 | 项 | 说明 |
 |----|------|
 | 日内 profile 判定 | `is_intraday_trading_profile()`(`lib/trade/entry_model_lib.py`) |
-| 0 点强制清仓 | `FORCE_CLOSE_ENABLED` + `FORCE_CLOSE_BJ_HOUR`;`force_close_before_reset()`;结果 **`强制清仓`** |
-| UI 标识 | 顶栏 **强制清仓 已开启** 徽章 + 持仓卡片 **倒计时**(三所 + 中控) |
+| 整点强制清仓 | `FORCE_CLOSE_ENABLED` + `FORCE_CLOSE_BJ_HOUR`;`force_close_before_reset()`;结果 **`强制清仓`** |
+| UI 标识 | 顶栏徽章(开启时) + 开仓规则说明折叠区;持仓卡可手动平仓/委托 |
 | 交易记录展示 | 三所 UI / 中控:`强制清仓` 与止损同类 badge |
-| 三所统一 | 币安 / OKX / Gate 同一函数与 env;**将来改日内只需各所 `.env` 打开,无需改代码** |
+| 三所统一 | 币安 / OKX / Gate 同一函数与 env;**改日内只需各所 `.env`**,无需改代码 |
 
-Gate 当前建议 env(节选):
+Gate 示例 env(节选;是否开启按账户纪律决定):
 
 ```env
-FORCE_CLOSE_ENABLED=true
-FORCE_CLOSE_BJ_HOUR=0
+FORCE_CLOSE_ENABLED=false
+FORCE_CLOSE_BJ_HOUR=8
 TRADING_DAY_RESET_HOUR=8
 ```
 

docs/审计修复报告-WS回滚与中控可用-2026-08-11-R1.md

@@ -0,0 +1,53 @@
+# 审计修复报告 · WS 回滚与中控可用性(2026-08-11 · 第 1 轮)
+
+## 背景
+
+期权链接入 OKX WS 推送后,生产中控出现「期权数据不可用 / 子代理不可用」。按要求**先回滚 WS 链路**,再全量审计并修复。
+
+## 回滚
+
+| 提交 | 说明 |
+|------|------|
+| `a488e2f` | Revert fast-path(依赖 WS 热缓存) |
+| `d592632` | Revert OKX WS + SSE 推送整栈 |
+
+恢复为 **REST 拉链 + 前端约 15s soft-poll**(commit `24bb853` 行为),删除:
+
+- `lib/exchange/okx_public_ws_lib.py`
+- `lib/options/options_quote_live_lib.py`
+- `tests/test_options_quote_live_lib.py`
+
+## 根因结论(非仅 WS)
+
+| 级别 | 问题 | 证据 |
+|------|------|------|
+| Critical | Gate 关键位 RS 监控在后台线程高频 `fetch_ohlcv`,与 `/api/hub/account` 争用同一 ccxt 客户端,账户/子代理超时 | 日志 `[key_rs_level_alert] BTC/USDT id=13`;本机 `5000/api/hub/account` 25s 超时 |
+| Critical | 中控期权快照对每仓拉 books 深度,易超 `HUB_FLASK_TIMEOUT=10` | `build_display_option_positions` → `attach_close_preview` → `fetch_option_book_depth` |
+| High | Soft 拉链 3 次重试 + 无单飞,易与 SSE tick 叠打 OKX | `options_panel.js` loadChain |
+| High | 中控账户接口每轮 `force=True` 绕过余额缓存 | Gate/OKX/Binance `_hub_account_bundle` |
+| Medium | Flask 超时错误只有 `error` 无 `msg`,前端易落默认文案 | `hub.py` `_fetch_flask_json` |
+| Medium | `options` 为 null 时前端当成「0 仓」而非不可用 | `app.js` renderOptionsSectionBody |
+
+WS 部署触发的**全进程重启**放大了 Gate 争用与快照超时,表现为「全不可用」;OKX 快照在轻负载下仍可 `ok:true`。
+
+## 本轮修复
+
+1. **Hub 期权快照**关闭逐仓 `close_preview`/books(`with_close_preview=False`)
+2. **Hub 账户**三所改为 `get_exchange_capitals(force=False)`
+3. **Gate ccxt** 增加 `timeout=8000ms`;RS K 线 **45s 缓存**
+4. **期权 tickers** 恢复 **10s** 短缓存(无 WS)
+5. **前端 soft 拉链**:单飞 + soft 仅 1 次尝试;已有链不先清空表格
+6. **Hub**:超时补 `msg`;期权快照与 account/monitor **并行 gather**
+7. **中控 UI**:capabilities 含 options 且 snapshot 缺失时显式「期权数据不可用」
+
+## 测试建议
+
+- 强刷中控监控区:OKX 期权资金/持仓应恢复;Gate 子代理 status 应在数秒内恢复
+- 期权页「刷新链」不应长时间白屏;指数行显示约 15s 静默刷新
+- Gate 关键位监控日志不应再每秒刷屏 `fetch_ohlcv` 失败
+
+## 残留风险(交第 2 轮)
+
+- Gate 仍与监控共用单一 ccxt 客户端(未加全局锁)
+- 中控 board 仍可能被最慢交易所拉长整轮等待
+- Soft-poll 仍是 REST,非真·实时

docs/审计修复报告-WS回滚与中控可用-2026-08-11-R2.md

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+# 审计修复报告 · WS 回滚与中控可用性(2026-08-11 · 第 2 轮)
+
+## 范围
+
+复查第 1 轮修复是否引入回归,并扫清仍会导致「中控不可用」的残留高优先级问题。
+
+## 复查结论
+
+| 项 | 结论 |
+|----|------|
+| Hub 并行 options 索引进位 | 正确(day / options 组合无错位) |
+| Hub 关闭 close_preview | UI 降级为 upl/`—`,不崩 |
+| Gate RS 缓存 / timeout | timeout 已为 int;缓存可接受 |
+| board row capabilities | `_fetch_agent_status` 始终带上 |
+| `with_close_preview` 默认 | 实例路径仍为 True |
+
+## 本轮新发现问题与修复
+
+| 级别 | 问题 | 修复 |
+|------|------|------|
+| High | Hub 账户在 `force=False` 后仍调用 `get_available_trading_usdt()` 再打一枪 `fetch_balance`,Gate 争用依旧 | 三所 `_hub_account_bundle` 改为用缓存的 `trading_usdt` 作为 `available_trading_usdt` |
+| Medium | `loadChain` soft 门禁在 `seq++` 之后,叠刷可导致 `chainLoadInFlight` 永不清理 | soft 门禁移到 `seq++` 之前 |
+
+## 与第 1 轮一并交付的状态
+
+- WS 推送链路已回滚(REST + 15s soft-poll)
+- 中控期权快照轻量化 + 并行拉取
+- Gate RS K 线短缓存 + ccxt timeout
+- 期权 tickers 10s 缓存;soft 单飞/单次尝试
+
+## 已知残留(不阻塞本次部署)
+
+- Gate 监控与账户仍共用单一 ccxt 客户端(无全局锁)
+- 中控 board 仍可能被最慢交易所拉长整轮
+- Soft-poll 非真·实时报价
+
+## 部署后验收
+
+1. 中控强刷:OKX 期权区有资金数字,不再长期「期权数据不可用」
+2. Gate 卡:子代理恢复绿色/有资金;不再长时间「子代理不可用」
+3. 期权页刷新链不白屏;约 15s 静默更新时间戳

docs/审计修复报告-以期权为主-2026-08-09.md

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+# 审计修复报告 · 永期「以期权为主」(2026-08-09)
+
+## 范围
+
+新增 `option_primary` 子模式(UI 开关 + 后端校验/开仓/监控),保险模式路径保持不变。
+
+## 审计发现与处置
+
+| 级别 | 问题 | 处置 |
+|------|------|------|
+| High | 期权已平、永续平仓失败后监控不再重试(双腿均须 open) | 增加 `_tick_po_option_primary_pending`,仅补平永续 |
+| High | 双目标触达时期权路径因买一/净利跳过,永续目标永不执行 | 期权路径失败且 `hit_perp` 时 fallthrough 永续目标 |
+| High | 两腿仍 open 但期权到期无处理,裸奔永续 | `_tick_po_option_primary_both_expired` 结算期权并平永续 |
+| High | 目标点数=0 开仓后易立即触发 | 校验与 `target_hit` 要求点数 **>0** |
+| Medium | start 未传 leverage 时被写成 10x | 期权为主缺省杠杆 **100** |
+| Medium | 服务端 `moneyness=atm` 未强制 ATM | 文档注明;UI 平值筛选仍严格;间隔门兜底 |
+| Medium | 平仓永续盈亏用估价 | 已知;不阻塞平仓,统计近似 |
+
+## 保险模式回归
+
+- `validate_start_body` 非 `option_primary` 仍强制 Put/Call + TP/SL 几何
+- `build_po_path_plan` 仅在 `option_primary` 时翻转永续方向并去掉 attach_tpsl
+- `_tick_po` 仅在 `option_primary` 为假时走原 TP/SL 路径
+
+## 测试
+
+`python -m unittest tests.test_hedge_plan_option_primary tests.test_hedge_plan_orders tests.test_hedge_plan_moneyness -v` — 通过。
+
+## 文档
+
+- 新增 `docs/对冲计划-以期权为主.md`
+- 更新 `docs/对冲计划-选约与虚实值.md`

docs/审计修复报告-策略逻辑-2026-07-30.md

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+# 策略与逻辑审计修复报告
+
+- 日期: 2026-07-30
+- 范围: OKX 三选一模式 / 永期·期期对冲监控与开平 / 单独期权开平 / 互斥与复盘钳制
+- 准则: 以资金与仓位正确性为准（假平仓、未成交落库、跨模式拆组等）
+- 复审: 共 3 轮深度复审；最终 **剩余 P0 = 0**
+
+## 修复总览
+
+| 轮次 | 结果 |
+|------|------|
+| 初审 | 约 10 项 P0 + 多项 P1（监控假平、落库≠成交、模式互斥缺口等） |
+| 复审 1 | 18/20 已修；发现 SL 待平可误判 TP、监控可重复启动、单独开仓仍可缩量 |
+| 复审 2 | 上述 3 项已修；剩余若干 P1 |
+| 复审 3 | P1 再收口（互斥/目标监控 fail-closed、already_flat 二次验仓、监控启动锁）；**P0 清零** |
+
+## 已修复关键项（原审计编号）
+
+### 永期监控 / 对冲平仓
+- **H1** `live is None` 不再当已平；仅 `live==0` 且过开仓宽限期后处理
+- **H2** 止损强平失败不写 `closed`，写 `perp_sl_pending_opt` 并重试
+- **H3** TP/SL 分类：歧义偏 SL；未知跳过；`*_pending_opt` 粘滞不再被 mark 反弹改判
+- **H4** `_sell_option` 改为 `close_option_by_bid1`，要求 `fully_closed`；`already_flat` 二次验仓
+- **H7** `partial` 计划纳入监控
+- **H5** IOC 部分成交后尝试立刻平掉孤儿仓
+- **H6** `/start` 进程内锁 + 闸门重检
+- **H8** 服务端校验 long↔Put / short↔Call 与 TP/SL 几何
+- 卖一深度不足时拒绝缩量成交（对冲买入）
+
+### 单独期权
+- **O1** 开仓 IOC + `wait_option_order_full_fill`，成交后再落 `open`
+- **O2** 平仓后持仓 `None` 不标 `fully_closed`
+- **O3** 禁止期权页 close/target 拆对冲腿；目标监控跳过托管合约
+- **O4** 模式/互斥校验异常 fail-closed
+- 开仓拒绝卖一深度不足时的静默缩量
+- stub 买一路径不再撤掉他人挂单；门控通过改在下单接受后标记
+
+### 三选一模式 / UI
+- **M1** Jinja 去掉 `| default(true)`，避免 `False` 显示成 Tab
+- **M2** 监控线程始终启动（单独期权也收口遗留计划）+ 单例锁
+- **M3** env 展示 `OKX_TRADE_MODE` 与 `get_okx_trade_mode()` 一致
+- 仪表盘始终展示进行中对冲；`complete-leg` 校验当前模式
+- 复盘 API 按模式钳制 `source_type`
+
+## 测试
+
+```text
+python -m unittest tests.test_hedge_po_monitor_safety tests.test_hedge_plan_orders \
+  tests.test_okx_trade_mode tests.test_hedge_options_exclusive \
+  tests.test_hedge_plan_end tests.test_hedge_partial_manual -v
+→ OK (35)
+```
+
+新增: `tests/test_hedge_po_monitor_safety.py`（含 None 跳过、分类、SL sticky）
+
+## 残留非关键项（P1，可后续迭代）
+
+1. 连续两次持仓列表均为空时，仍可能把「短暂漏仓」当成已平（对冲路径已有二次验仓；目标/手动路径仍单次）
+2. 部分成交后若孤儿平仓也失败，需人工处理（已返回 `orphan_close`）
+3. 期权页对托管腿仍可能显示按钮，但 API 已拒绝
+
+## 主要改动文件
+
+- `lib/hedge_plan/hedge_plan_monitor_lib.py`
+- `lib/hedge_plan/hedge_plan_orders_lib.py`
+- `lib/hedge_plan/hedge_plan_register.py`
+- `lib/hedge_plan/hedge_plan_db.py`
+- `lib/hedge_plan/hedge_options_exclusive_lib.py`
+- `lib/hedge_plan/templates/hedge_plan_panel.html`
+- `lib/options/options_close_exec_lib.py`
+- `lib/options/options_register.py`
+- `lib/options/options_target_lib.py`
+- `lib/options/options_review_register.py`
+- `lib/env/env_ui_manifest.py`
+- `lib/instance/instance_dashboard_lib.py`
+- `tests/test_hedge_po_monitor_safety.py` 等
+
+## 部署
+
+见本轮 commit + `zk.hyf2.cc` `deploy/pull_and_restart.sh` 结果。

docs/审计修复报告-账户流水-2026-08-10.md

@@ -0,0 +1,26 @@
+# 审计修复报告：账户流水（2026-08-10）
+
+## 范围
+
+新增「账户流水」功能：`lib/account_ledger/*`、`lib/exchange/*_ledger_lib.py`、三所 `app.py` 安装、导航显示开关、前端 SSE 页。
+
+## 结论
+
+**可上线。** 认证、SQL、SSE 载荷范围、单实例隔离与现有实例模式一致。发现 1 项中危并已在同批修复。
+
+## 发现与处理
+
+| 级别 | 问题 | 处理 |
+|------|------|------|
+| 中 | `POST /api/account_ledger/refresh` 可把 `start_ms` 拉到极早，触发大量交易所分页请求；无冷却 | 同步窗口强制 `LOOKBACK_DAYS` 下限；手动同步默认 30s 冷却 |
+| 低 | 导航关闭仍可直连 URL（与数据看板相同，仅 UI 隐藏） | 保持与现有 display pref 一致；embed `tab_allowed` 仍 403 |
+| 信息 | 交易所异常文案写入 `last_error` 展示 | 可接受；未记录密钥 |
+
+## 验证
+
+- `python -m unittest tests.test_account_ledger_normalize` 通过  
+- 三所仅增加 `install_account_ledger`，不改动开仓/风控主路径  
+
+## 使用提醒
+
+默认导航关闭；需在系统设置打开「账户流水」。数据来自交易所，首次打开可能需等待一轮后台同步或点「立即同步」。

docs/对冲计划-以期权为主.md

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+# 对冲计划 · 永期「以期权为主」
+
+> 实现日:2026-08-09 · 在现有永期**保险模式**上增加子模式,不新增 `OKX_TRADE_MODE`。  
+> 模式由 env `HEDGE_PLAN_OPTION_PRIMARY` 切换(默认 `true`),页面标题前显示标识,不可在页内切换。
+
+## 1. 模式对照
+
+| | 保险模式(`OPTION_PRIMARY=false`) | 以期权为主(`true`) |
+|--|------------------|-------------------|
+| UI 做多 | 永续多 + 买 Put | 买 Call + 永续空 |
+| UI 做空 | 永续空 + 买 Call | 买 Put + 永续多 |
+| 左卡 | 开仓价 / 张数 / TP / SL | 资金与杠杆 / 选约条件 / 出场条件 三组 |
+| 右卡 | 上永续行情 · 下期权链 | 同上;仅展示间隔+类型+杠杆达标候选 |
+| 选约 | 仅实值/平值 | 类型下拉(默认虚值)+间隔+杠杆门槛 |
+| 开仓 | 受 `HEDGE_PLAN_OPEN_ORDER` | **策略启动=盯盘**(status=`watching`),达标后才先期权后市价永续(**不挂**交易所 TP/SL) |
+| 出场 | 交易所 TP/SL | 相对 K 的点数目标分叉 |
+
+## 2. 左卡默认
+
+| 字段 | 默认 |
+|------|------|
+| 权利金 | 用户填(USDC 预算) |
+| 永续杠杆 | 100 |
+| 期权杠杆 | 实/平 100;虚 200 |
+| 期权:永续比例 | 实/平 2;虚 4 |
+| 到期时间(最短 h) | 36 |
+| 期权间隔(点) | 15 |
+| 期权/永续目标位 | 相对 K 点数,须 **>0** |
+
+## 3. 定仓
+
+```
+usable = 权利金 × 0.95
+eth_qty = floor2(usable / ask)          # ETH 名义,两位小数
+sheets  = floor(eth_qty / ct_mult)      # 整张
+perp_eth = eth_qty / 比例
+contracts = perp_eth / contract_size
+```
+
+启动前再拉卖一重算;卖一深度不足则缩量。
+
+## 4. 出场
+
+触达任一目标位(做多 `index ≥ K+N`,做空 `index ≤ K−N`)后立即执行:
+
+| 触达 | 规则 |
+|------|------|
+| **期权目标** | 验买一流动性 + **扣费净利 > 0** → 先平期权再平永续 |
+| **永续目标** | 市价平永续;期权 `hold_to_expiry` 至到期结算 |
+
+净利:平仓/卖出手续费**按买入费率**估算(`HEDGE_PLAN_FEE_RATE` / `OKX_TAKER_FEE`,默认 0.0005)。
+
+若期权目标因买一/净利未过、但永续目标已触达 → 改走永续目标。  
+期权已平永续失败 → `opt_target_perp_pending` 下轮只补平永续。  
+两腿仍开但期权到期 → 结算期权并平永续,避免裸奔。
+
+## 5. 代码落点
+
+| 文件 | 作用 |
+|------|------|
+| `lib/hedge_plan/hedge_plan_option_primary_lib.py` | 定仓/方向/目标/净利/校验 |
+| `hedge_plan_orders_lib.py` | 路径、开平永续、启动前定仓刷新 |
+| `hedge_plan_monitor_lib.py` | `_tick_po_option_primary*` |
+| `hedge_plan_register.py` / `hedge_plan_db.py` | preview/start/persist；`options-chain?option_primary&min_hours&strike_interval` |
+| `hedge_plan.js` + `hedge_plan_panel.html` | env 模式标识、左三组参数、右上永续/右下期权 |
+
+## 6. 测试
+
+```bash
+python -m unittest tests.test_hedge_plan_option_primary -v
+```

docs/对冲计划-选约与虚实值.md

@@ -0,0 +1,76 @@
+# 对冲计划 · 选约与虚实值
+
+> 实现日:2026-08-05 · 吸收 `eth_hedge_sim`(比特骆驼)选约几何;退出仍用本仓 TP/SL/S*,**不**移植仿真「净盈亏 15U 离场」。
+
+## 1. 冻结规则
+
+| 计划类型 | 允许虚实值 | 禁止 | 推荐模板 |
+|----------|------------|------|----------|
+| **永期保险** `perp_options`(开关关) | 实值、平值 | **虚值** | 距指数最近的实值/平值(做多 Put / 做空 Call) |
+| **永期以期权为主** `option_primary=1` | 实值、平值、**虚值** | —(间隔+杠杆门) | 做多 Call+永续空 / 做空 Put+永续多;详见 `docs/对冲计划-以期权为主.md` |
+| **期期** `options_options` | 平值、虚值 | **实值** | 平值跨式(ATM C+P);双虚值(OTM C+P) |
+
+口径与 `lib/options/options_pricing_lib.option_moneyness` 一致:ATM 带 = `max(指数×0.2%, 2U)`。
+
+永期几何兜底(与仿真一致):
+
+- Call 实值/平值:`K ≤ S`
+- Put 实值/平值:`K ≥ S`
+
+## 2. 代码落点
+
+| 层 | 文件 | 作用 |
+|----|------|------|
+| 选约/校验库 | `lib/hedge_plan/hedge_plan_moneyness_lib.py` | `is_itm_or_atm` / `is_atm_or_otm` / `pick_*` / `recommend_oo_legs` / `validate_*` |
+| 启动门禁 | `hedge_plan_orders_lib.validate_start_body` | 测算外再拦一遍;防绕过 UI 直 POST |
+| 测算 | `hedge_plan_register._preview_po/_preview_oo` | 预览同样拒绝违规腿 |
+| UI | `hedge_plan.js` + `hedge_plan_panel.html` | 筛选锁定、推荐按钮、选用前校验 |
+| Env | `env_ui_manifest` 永期分组 | `HEDGE_PLAN_ITM_MAX_DIST_USD` / `MIN_OPTION_HOURS` / `MIN_OPTION_LEVERAGE` |
+
+## 3. Env
+
+| 键 | 默认 | 说明 |
+|----|------|------|
+| `HEDGE_PLAN_ITM_MAX_DIST_USD` | 空→沿用 `OKX_OPTIONS_ITM_MAX_DIST_USD`(常 30) | 永期过深实值上限;0=不限 |
+| `HEDGE_PLAN_MIN_OPTION_HOURS` | 8 | 仅当请求带 `hours_to_expiry` 时生效 |
+| `HEDGE_PLAN_MIN_OPTION_LEVERAGE` | 0 | `指数/卖一`;0=关闭 |
+
+## 4. 可用性审计
+
+| 项 | 结论 |
+|----|------|
+| 默认筛选 | 永期默认「实值/平值」;期期默认「平/虚」—减少误选 |
+| 推荐一键 | 永期「推荐」;期期「推荐跨式 / 推荐双虚」—降低手选成本 |
+| 文案 | 规则说明与 alert 明确禁虚(永期)/禁实(期期) |
+| 服务端一致 | UI 过滤可绕过时,preview/start 仍会 400 |
+| 兼容旧 API | 未传 `strike` 时从 `inst_id` 解析;未传 `index_px` 时永期用 `entry`、期期用上下破中点 |
+| 以期权为主 | 见 `docs/对冲计划-以期权为主.md`:点数目标+扣费净利出场(非仿真 15U 固定);保险模式仍不接仿真净盈亏离场 |
+
+**已知局限:**
+
+- 链上 `moneyness` 依赖刷新时指数;剧烈跳动后需「刷新链」再选。
+- `MIN_OPTION_HOURS` 需前端/调用方传入 `hours_to_expiry` 才校验(当前链行未必带该字段)。
+- 期期「推荐跨式」优先 ATM,若无 ATM 会回退到最近允许档(含 OTM)。
+
+## 5. 安全性审计
+
+| 风险 | 控制 |
+|------|------|
+| 客户端改包选虚值永期保险 | `validate_start_body` + preview 服务端拒绝 |
+| 客户端选实值期期腿 | 同上 |
+| 过深实值权利金过贵 / 杠杆过低 | `ITM_MAX_DIST` + 可选 `MIN_OPTION_LEVERAGE` |
+| 误开实盘 | 既有 `HEDGE_PLAN_LIVE_ORDER` ∩ `LIVE_TRADING_ENABLED` ∩ 全仓(永期)门禁不变 |
+| 保险模式平仓 | 不变:交易所 TP/SL |
+| 以期权为主平仓 | 独立监控分支;不改保险模式路径 |
+
+## 6. 测试
+
+```bash
+python -m unittest tests.test_hedge_plan_moneyness tests.test_hedge_plan_orders -v
+```
+
+覆盖:虚实值几何、永期拒 OTM、期期拒 ITM、`validate_start_body` 集成。
+
+## 7. 与开发方案对齐
+
+更新 `docs/对冲计划开发方案.md` §3.2 / §4.1 选约约束,与本文件一致。

docs/对冲计划开发方案.md

@@ -12,8 +12,8 @@
 
 | 产品名 | 英文键 | 含义 |
 |--------|--------|------|
-| **永期对冲** | `perp_options` | 永续(子账户) + 买方期权(主账户) |
-| **期期对冲** | `options_options` | 主账户内两条买方期权腿 |
+| **永期对冲** | `perp_options` | 同账户永续 + 买方期权 |
+| **期期对冲** | `options_options` | 同账户内两条买方期权腿 |
 
 页面/导航展示用中文名;API/DB 用英文键.
 
@@ -75,6 +75,8 @@
 
 - 行情自动拉 OKX 期权链(复用 `build_option_chain`).
 - **报价形态:列表式**;多仓默认筛 **Put**,空仓默认筛 **Call**.
+- **虚实值(冻结):**仅允许 **实值或平值**,**禁止虚值**(保险腿须有内在价值或贴近平值).详见 [对冲计划-选约与虚实值.md](./对冲计划-选约与虚实值.md).
+- 页面默认筛「实值/平值」,提供「推荐」取距指数最近档;服务端 `validate_start_body` / preview 二次校验.
 - 权利金默认按 **卖一 ask** 估算;开仓限价买入.
 
 ### 3.3 左右布局
@@ -93,7 +95,8 @@
 
 - **T 型报价链**(复用期权页 T 型样式/数据结构).
 - 用户选 **腿 A + 腿 B**(通常 Call + Put,或主方向 + 尾部).
-- 预算:`B = min(交易户 USDC × OKX_OPTIONS_BUDGET_BUFFER, OKX_OPTIONS_TRADE_BUDGET_USDC)`(默认 buffer=0.95).
+- **虚实值(冻结):**两腿仅允许 **平值或虚值**,**禁止实值**;推荐模板:平值跨式 / 双虚值.详见 [对冲计划-选约与虚实值.md](./对冲计划-选约与虚实值.md).
+- 预算:`B = min(交易户 USDC × 对冲缓冲 HEDGE_PLAN_BUDGET_BUFFER, 单笔预算)`(默认 buffer=0.95;与期权页 buffer 独立).
 - 自动张数(选齐两腿后写入,可手改):
   - **同张数**(默认):最大 `n` 使 `n×(cost_A+cost_B) ≤ B`,两腿均填 `n`
   - **做多 / 做空**:须一 Call 一 Put;主:次默认 **7:3**(`HEDGE_PLAN_OO_BIAS_RATIO`,可改)
@@ -217,7 +220,7 @@
 
 | 侧 | 来源 |
 |----|------|
-| 永续行情/规格 | OKX 子账户 ccxt:ticker + 现有 `/api/hub/market` 规格逻辑 |
+| 永续行情/规格 | OKX 账户 ccxt:ticker + 现有 `/api/hub/market` 规格逻辑 |
 | 期权链 | `build_option_chain` / `/api/options/chain`(本实例直连,无需中控代理) |
 | 指数价 | 期权 `index_px`,左右对齐 |
 

docs/对冲计划策略与P0校验.md

@@ -9,8 +9,8 @@
 
 | 类型 | 账户 | 作用 |
 |------|------|------|
-| **永期对冲** | 永续子账户 + 期权主账户买方 | 全仓做方向,期权买保险 |
-| **期期对冲** | 仅期权主账户双买方 | 目标价兑现盈利腿,亏损腿到期 |
+| **永期对冲** | 同账户永续 + 期权买方 | 全仓做方向,期权买保险 |
+| **期期对冲** | 同账户双买方期权 | 目标价兑现盈利腿,亏损腿到期 |
 
 ### 永期结束与统计
 

docs/快照备份.md

@@ -6,10 +6,12 @@
 
 | 标签 | 指向提交 | 说明 |
 |------|----------|------|
-| `snapshot/20260727` | `f53f281` | 2026-07-27：实例手机壳(下单/关键位/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/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 |
 | `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/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、实例导航显隐持仓/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 |
@@ -32,7 +34,7 @@
 git tag -l 'snapshot/*'
 
 # 检出快照（只读查看，勿在此分支直接开发）
-git checkout snapshot/20260727
+git checkout snapshot/20260728-2
 
 # 回到主线
 git checkout main

docs/振幅统计说明.md

@@ -3,7 +3,8 @@
 中控只读工具：按自定义整点起点、**固定北京时间 16:00 收窗**，统计 OKX 上 ETH/BTC 的历史「点数振幅」档案，辅助一天期期权判断空间。
 
 > 开发方案见 [ETH时段振幅统计-开发方案.md](./ETH时段振幅统计-开发方案.md)。  
-> **不改下单链路**；不算 IV / 权利金。
+> **不改下单链路**；不算 IV。  
+> 买跨 / 永期对冲测算请用中控 **策略计算器**，本页不再做对照盈亏。
 
 ---
 
@@ -21,8 +22,9 @@
 2. 选择 **标的** ETH / BTC；数据源固定 **OKX**  
 3. **起点整点**（00–23）；终点固定 **16:00**  
 4. **周期**：1 月 / 2 月 / 3 月 / 半年 / 1 年 / 自定义天数（默认 2 个月）  
-5. 点 **计算** → 下方看汇总 + 分页日表  
-6. 需要留存时点 **保存到历史**；**下载 CSV** 含摘要 + 全日明细  
+5. 可选填 **波动点数**（如 `50`）→ 看振幅达标占比  
+6. 点 **计算** → 下方看汇总 + 振幅占比 + 分页日表  
+7. 需要留存时点 **保存到历史**；**下载 CSV** 含摘要 + 全日明细  
 
 **跨天例子**
 
@@ -42,14 +44,15 @@
 
 | 字段 | 算法 |
 |------|------|
-| 开→高 | `H − O` |
-| 开→低 | `O − L` |
-| **振幅** | `H − L`（= 开→高 + 开→低） |
-| 涨跌值 | `C − O` |
+| 开→高 | `H − O`（一边波动） |
+| 开→低 | `O − L`（另一边波动） |
+| **振幅** | `H − L`（= 开→高 + 开→低），窗为起点整点 → 当日 16:00 |
+| **两日振幅** | 同上口径，但起点再往前推 1 天；例起点 16:00、结算 27 日 → **25日16:00 → 27日16:00** |
+| 涨跌值 | `C − O`（单日窗） |
 
 例：O=2000，H=2500，L=1800 → 开→高 500，开→低 200，振幅 **700**。
 
-汇总必含：最大振幅（及日期）、开→高/开→低的最大与均值等。
+汇总必含：最大振幅（及日期）、两日振幅最大/均值/中位、开→高/开→低的最大与均值等。
 
 K 线粒度：**1H**（与整点对齐）；价源优先 OKX 指数（ETH-USD / BTC-USD），失败再降级永续标记。  
 近期 K 线接口约仅 **1440** 根（1H≈60 天）；更长周期自动续拉 `history-index-candles` / `history-candles`。  
@@ -57,22 +60,20 @@ K 线粒度：**1H**（与整点对齐）；价源优先 OKX 指数（ETH-USD /
 
 ---
 
-## 买跨对照（赌波动）
+## 波动点数 → 振幅占比
 
-表单可填 **双边权利金（点）**，例如 `30`；旁边可填 **止盈点**（可空）：
+表单可填 **波动点数**（如 `50`）。填写后下方 **振幅占比** 块显示：
 
 | 汇总项 | 口径 |
 |--------|------|
-| 开→高超过权利金 | `H−O > 权利金` 的天数与占比 |
-| 开→低超过权利金 | `O−L > 权利金` 的天数与占比 |
-| \|涨跌\|超过权利金 | `\|C−O\| > 权利金` 的天数与占比 |
-| 有效波动 | 若设止盈且 `开→高≥止盈` 或 `开→低≥止盈` → 用止盈点；否则用 `\|C−O\|` |
-| 买跨收益 | `有效波动 − 权利金`（日表「收益」列同口径） |
+| 振幅≥点数 | 单日窗 `H−L ≥ 点数` 的天数与**占比**（主指标） |
+| 两日振幅≥点数 | 两日窗振幅 ≥ 点数 的天数与占比 |
+| 开→高≥点数 | `H−O ≥ 点数` 天数与占比 |
+| 开→低≥点数 | `O−L ≥ 点数` 天数与占比 |
+| \|涨跌\|≥点数 | `\|C−O\| ≥ 点数` 天数与占比 |
 
-- 方向：**买跨**  
-- 权利金越过：严格 **`>`**；止盈触达：**`≥`**  
-- 止盈留空 / ≤0：有效波动一律按 `|涨跌|`  
-- 已算出日表后，改权利金 / 止盈 / 周末筛选会**本地重算**（不重拉 K 线）  
+日表保留 **开→高 / 开→低**、**振幅**、**两日振幅**（悬停可见两日窗起止），并标 **振幅达标**。  
+改点数 / 周末筛选会在已有日表上**本地重算**（不重拉 K 线）。
 
 ### 周末
 
@@ -97,7 +98,7 @@ K 线粒度：**1H**（与整点对齐）；价源优先 OKX 指数（ETH-USD /
 | `manual_trading_hub/amp_stats_routes.py` | API |
 | `manual_trading_hub/amp_stats_store.py` | 历史 JSON |
 | `manual_trading_hub/static/amp_stats.js` | 前端 |
-| `tests/test_amp_stats_lib.py` | 单元测试 |
+| `tests/test_amp_stats_lib.py` | 单测 |
 
 ---
 
@@ -106,6 +107,7 @@ K 线粒度：**1H**（与整点对齐）；价源优先 OKX 指数（ETH-USD /
 | 日期 | 说明 |
 |------|------|
 | 2026-07-23 | 首版上线说明 |
-| 2026-07-23 | 买跨对照：可设双边权利金、越过占比与收盘盈亏 |
-| 2026-07-23 | 周末筛选/标注、止盈点(≥)、日表收益列 |
-| 2026-07-23 | 长周期续拉 history K 线；收益列红绿着色 |
+| 2026-07-23 | 买跨对照、周末筛选、止盈点 |
+| 2026-07-28 | 永期对冲对照（后已移除） |
+| 2026-07-28 | 去掉买跨/永期；改为波动点数→振幅占比 |
+| 2026-07-28 | 增加两日振幅(例 25日16:00→27日16:00) |

docs/期权对冲方案分析.md

@@ -1,15 +1,15 @@
 # 期权对冲方案分析
 
-> 适用范围:OKX **永续子账户**(USDT 本位) + **期权主账户**(USDⓈ 本位买方).  
+> 适用范围:OKX **同一账户**(`OKX_API_*`):USDT 永续 + USDⓈ 期权买方.  
 > 本文档为 **策略与操盘说明**,非系统自动下单功能;组合须 **人工** 在永续页与期权页分别执行.
 
 ---
 
 ## 1. 前提与账户分工
 
-| 维度 | 永续合约(子账户) | 期权(主账户) |
-|------|------------------|--------------|
-| API | `OKX_API_*` | `OKX_OPTIONS_API_*` |
+| 维度 | 永续合约 | 期权 |
+|------|----------|------|
+| API | `OKX_API_*`(swap 客户端) | `OKX_API_*`(option 客户端) |
 | 系统页面 | 实盘下单 / 关键位 / 策略 | 期权 |
 | 保证金 | USDT | USDC / USDG |
 | 本系统能力 | 开平仓、止损、关键位 | **仅买方** 开平仓,无组合单 |

docs/期权方案.md

@@ -1,15 +1,15 @@
 # OKX 期权模块 — 技术方案
 
-> 适用范围:`crypto_monitor_okx` 实例;与永续子账户并行,不新增 PM2 进程.
+> 适用范围:`crypto_monitor_okx` 实例;永续与期权共用同一套 `OKX_API_*`,不新增 PM2 进程.
 
 ## 1. 目标
 
 在现有 OKX 监控实例中增加 **USDⓈ 本位期权(买方)** 能力:
 
-- 永续/关键位:继续走 **子账户 API-A**(现有 `OKX_API_*`)
-- 期权:走 **主账户 API-B**(`OKX_OPTIONS_API_*`)
-- 资金展示对齐 OKX:**资金账户 / 交易账户**,分币种显示 USDT,USDC,USDG
-- 支持 **手动 USDT→USDC 兑换** 与 **USDC 账户划转**
+- 永续/关键位与期权:**同一账户 API**(`OKX_API_*`)
+- 两个 ccxt 客户端:`exchange`(defaultType=swap)与 `exchange_options`(defaultType=option),身份相同
+- 顶栏资金:**资金账户/交易账户=USDT**;**期权资金/期权交易=USDC**
+- 支持 **手动 USDT→USDC 兑换** 与 **账户内划转**(无主↔子划转)
 - **无总资金池上限**;单笔权利金上限可配置(默认 10 USDC)
 
 ## 2. 交易规则(硬约束)
@@ -32,8 +32,8 @@
 
 ```
 crypto_okx(单 PM2)
-├── exchange (swap)     ← OKX_API_* 子账户
-└── exchange_options    ← OKX_OPTIONS_API_* 主账户
+├── exchange (swap)          ← OKX_API_*
+└── exchange_options (option)← 同一套 OKX_API_*
 
 lib/options/
 ├── okx_options_lib.py      # 封装于 lib/exchange/
@@ -43,109 +43,36 @@ lib/options/
 └── options_register.py     # 路由 + 监控线程
 ```
 
-**隔离:** 期权模块只调用 `exchange_options`;永续逻辑只调用 `exchange`.
+**说明:** `defaultType` 分离避免错路由;密钥身份唯一.旧 `OKX_OPTIONS_API_*` 已废弃.
 
 ## 4. 资金与兑换
 
-### 4.1 展示(期权页顶栏)
+### 4.1 展示(实例顶栏)
 
-| 账户 | 币种 |
-|------|------|
-| 资金账户 | USDT,USDC(若有) |
-| 交易账户 | USDT,USDC,USDG(若有) |
+- **资金账户 / 交易账户**:USDT(永续侧)
+- **期权资金账户 / 期权交易账户**:USDC
+- 总资金:USDT + USDC(1:1),同账户 USDT 不重复累加期权侧 USDT
 
-不展示「练手池」等抽象记账名称.
+### 4.2 兑换与划转
 
-### 4.2 推荐操作流程
+- 系统设置「币种兑换」:资金账户内 USDT ↔ USDC
+- 「期权划转」:同账户 funding ↔ trading(USDC/USDT)
+- **已移除**主↔子账户划转
 
-```
-资金账户 USDT
-    → [手动兑换 USDT→USDC](OKX Convert API,资金账户内)
-    → [划转到交易账户](USDC)
-    → 交易账户 USDC
-    → [限价买入期权]
-```
-
-### 4.3 API
-
-| 接口 | OKX |
-|------|-----|
-| 余额 | `fetch_balance`(funding / trading)+ `GET /api/v5/asset/balances` |
-| 询价兑换 | `POST /api/v5/asset/convert/estimate-quote` |
-| 确认兑换 | `POST /api/v5/asset/convert/trade` |
-| 划转 | `exchange.transfer(ccy, amt, from, to)` |
-
-## 5. 配置项(`.env`)
+## 5. 环境变量(要点)
 
 ```bash
-OKX_OPTIONS_ENABLED=false
-OKX_OPTIONS_API_KEY=
-OKX_OPTIONS_API_SECRET=
-OKX_OPTIONS_API_PASSPHRASE=
-OKX_OPTIONS_ACCOUNT_LABEL=主账户·期权
-
+OKX_API_KEY=
+OKX_API_SECRET=
+OKX_API_PASSPHRASE=
+OKX_OPTIONS_ENABLED=true
 OKX_OPTIONS_TRADE_BUDGET_USDC=10
-OKX_OPTIONS_BUDGET_BUFFER=0.95
-OKX_OPTIONS_DEFAULT_UNDERLY=ETH
-OKX_OPTIONS_MAX_DTE_DAYS=2
-OKX_OPTIONS_ITM_MAX_DIST_USD=30
-OKX_OPTIONS_PROFIT_ALERT_RATIO=1.0
-OKX_OPTIONS_POLL_SECONDS=15
-OKX_OPTIONS_TD_MODE=cross
-# 市价平仓已在代码中硬关闭,此变量无效,可删
-# OKX_OPTIONS_ALLOW_MARKET_CLOSE=false
-OKX_OPTIONS_CLOSE_RECYCLE_MULT=2
-OKX_OPTIONS_CLOSE_HOLD_SECONDS=120
-# 平仓限价挂单超时自动撤(秒),默认 600=10 分钟;联调可临时改 60
-OKX_OPTIONS_PENDING_TTL_SECONDS=600
+OKX_OPTIONS_ACCOUNT_LABEL=账户·期权
 ```
 
-平仓执行:**只锁买一限价**,说明见 [期权开平仓与监控说明.md](./期权开平仓与监控说明.md);线上 `/options/guide`.
+详见 [env配置说明.md](./env配置说明.md) 与 `.env.example`.
 
-修改 `.env` 后须 `pm2 restart crypto_okx`.
+## 6. 相关文档
 
-## 6. 数据库
-
-### `options_trades`
-
-记录本地开仓/平仓,权利金,翻倍提醒状态.
-
-### `options_convert_log` / `options_transfer_log`
-
-可选记录兑换与划转操作.
-
-## 7. HTTP 路由
-
-| 方法 | 路径 |
-|------|------|
-| GET | `/options` |
-| GET | `/options/guide` | 开平仓与监控说明(独立页) |
-| GET | `/api/options/balances` |
-| GET | `/api/options/chain` |
-| GET | `/api/options/quote` |
-| POST | `/api/options/open` |
-| POST | `/api/options/close` |
-| POST | `/api/options/convert/quote` |
-| POST | `/api/options/convert/execute` |
-| POST | `/api/options/transfer` |
-| GET | `/api/options/positions` |
-
-## 8. 分阶段交付
-
-1. **基础设施**:双 API,余额,文档,设置页说明  
-2. **兑换 + 划转**:资金账户 USDT→USDC,划转到交易户  
-3. **交易**:链,报价,开平仓,持仓  
-4. **监控**:翻倍微信提醒  
-
-## 9. 不在一期范围
-
-- 卖方,组合单,RFQ  
-- 自动 USDT↔USDC  
-- `manual-agent-okx` / 中控聚合  
-- 币本位期权  
-
-## 10. 安全
-
-- 期权 API:**交易 + 读**,禁止提币  
-- 日志不输出 Secret  
-- 下单前校验 `client is exchange_options`
+- [期权用法.md](./期权用法.md)
+- [对冲计划开发方案.md](./对冲计划开发方案.md)

docs/期权用法.md

@@ -2,37 +2,37 @@
 
 ## 1. 前置条件
 
-1. OKX **主账户**已开通期权(USDⓈ 本位),且 App 中可见 `ETHUSD UM` / `BTCUSD UM`.
-2. 在 `crypto_monitor_okx/.env` 配置 **期权专用 API**(与永续子账户分开):
+1. OKX 账户已开通期权(USDⓈ 本位),且 App 中可见 `ETHUSD UM` / `BTCUSD UM`.
+2. 在 `crypto_monitor_okx/.env` 配置 **唯一账户 API**(永续与期权共用):
 
 ```bash
+OKX_API_KEY=你的账户Key
+OKX_API_SECRET=...
+OKX_API_PASSPHRASE=...
 OKX_OPTIONS_ENABLED=true
-OKX_OPTIONS_API_KEY=你的主账户Key
-OKX_OPTIONS_API_SECRET=...
-OKX_OPTIONS_API_PASSPHRASE=...
 ```
 
-3. 重启实例:`pm2 restart crypto_okx`
+3. 重启实例:`pm2 restart crypto_okx --update-env`
 
-> 永续仍用原有 `OKX_API_*`(子账户);期权只用 `OKX_OPTIONS_API_*`(主账户).
+> 旧 `OKX_OPTIONS_API_*` 已废弃.若仅残留 OPTIONS 键而 `OKX_API_*` 为空,启动会自动回填.
 
 ## 2. 资金准备
 
-期权权利金使用 **USDC 或 USDG**,不能直接用 USDT 买入.
+期权权利金使用 **USDC**,不能直接用 USDT 买入.
 
 ### 推荐步骤
 
-1. 打开 **期权** 页,查看顶栏:
-   - **资金账户**:USDT 余额
-   - **交易账户**:USDC 余额(买期权从这里扣)
+1. 查看顶栏:
+   - **资金账户 / 交易账户**:USDT
+   - **期权资金账户 / 期权交易账户**:USDC
 2. **币种兑换**(资金账户内)  
    - 从 USDT 兑换为 USDC  
    - 先点 **询价**,确认预估获得量后点 **确认兑换**
-3. **账户划转**  
+3. **账户内划转**  
    - 从:资金账户 → 到:交易账户  
    - 币种:USDC  
    - 将兑换得到的 USDC 划到交易账户
-4. 确认 **交易账户 USDC** 足够支付本笔权利金
+4. 确认 **期权交易账户 USDC** 足够支付本笔权利金
 
 系统 **不会** 自动兑换或划转,避免误动资金.
 
@@ -85,82 +85,23 @@ OKX_OPTIONS_API_PASSPHRASE=...
 
 ## 6. 与永续 / 对冲计划的关系
 
-| | 永续(子账户) | 期权(主账户) |
-|--|----------------|----------------|
-| API | `OKX_API_*` | `OKX_OPTIONS_API_*` |
+| | 永续 | 期权 |
+|--|------|------|
+| API | `OKX_API_*`(同一套) | `OKX_API_*`(同一套) |
 | 页面 | 实盘下单 / 关键位 | 期权 · 对冲计划 |
-| 资金顶栏 | USDT 资金户+交易户 | 期权页单独显示 USDC 等 |
-
-两套资金 **不合并** 显示.
+| 顶栏 | USDT 资金户+交易户 | USDC 期权资金+期权交易 |
 
 **期期对冲张数**(对冲计划页,与单独开期权共用预算算法):
 
 | 模式 | 说明 |
 |------|------|
 | 同张数(默认) | 两腿同 `n`,总权利金 ≤ 预算 |
-| 做多 | Call:Put 按主腿占比(默认 7:3) |
-| 做空 | Put:Call 按主腿占比(默认 7:3) |
+| 按比例 | 主腿/次腿按 `HEDGE_PLAN_OO_BIAS_*` |
 
-拆分口径与比例见 env:`HEDGE_PLAN_OO_BIAS_SPLIT_BY`(`budget` 默认 / `sheets`=先算同张数总张数 `2n` 再拆)、`HEDGE_PLAN_OO_BIAS_RATIO`(默认 `0.7`)。细则见 [对冲计划开发方案.md](./对冲计划开发方案.md) §4.1、[系统说明.md](./系统说明.md)。
+## 7. 常见问题
 
-## 7. 配置说明
+**Q:以前的期权专用密钥还要配吗?**  
+- 不需要.统一写到 `OKX_API_*`.
 
-| 变量 | 默认 | 含义 |
-|------|------|------|
-| `OKX_OPTIONS_TRADE_BUDGET_USDC` | 10 | 单笔权利金上限 |
-| `OKX_OPTIONS_BUDGET_BUFFER` | 0.95 | 算张数时预留 5% 缓冲 |
-| `OKX_OPTIONS_MAX_DTE_DAYS` | 2 | 最多选几天内到期 |
-| `OKX_OPTIONS_ITM_MAX_DIST_USD` | 30 | 轻度实值:价内不超过多少 USD |
-| `OKX_OPTIONS_PROFIT_ALERT_RATIO` | 1.0 | 浮盈/权利金 ≥ 此值推送 |
-| `HEDGE_PLAN_OO_BIAS_SPLIT_BY` | budget | 期期做多/做空:按预算或按张数拆 |
-| `HEDGE_PLAN_OO_BIAS_RATIO` | 0.7 | 期期做多/做空主腿占比 |
-
-## 8. 期权复盘(含对冲)
-
-仅 **OKX** 实例提供独立页 **期权复盘**(`/options/review`),与合约「交易记录与复盘」完全隔离.
-
-### 数据来源
-
-| 类型 | source_type | 来源 | 粒度 |
-|------|-------------|------|------|
-| 纯期权 | `option_spot` | 本地 `options_trades` 已平仓 | 一仓一条 |
-| 永期对冲 | `perp_options` | 本地 `hedge_plans` 且 `status=closed` | **一计划一条** |
-| 期期对冲 | `options_options` | 同上 | **一计划一条** |
-
-- 打开复盘页即自动读取本地记录,**不访问交易所**.
-- 对冲盈亏主口径:`realized_pnl_total`;详情另显永续/期权分项.
-- 若某纯期权 `inst_id` 已出现在对冲腿中,默认标记排除,避免总盈亏双计.
-- 人工复盘字段存在 `options_review_entries`,刷新本地源**不会覆盖**.
-
-### 图片
-
-- 目录:`static/images/options_journal/`
-- 文件名:`options_journal_{draftId}_{5m|15m|1h|4h}.ext`(与合约复盘同周期槽位)
-- 备份时与 `crypto.db` 一并打包即可;勿与合约 `journal_*` 截图混用.
-
-### 页面
-
-顶部三个 Tab:**期权交易记录** / **期期对冲记录** / **永期对冲记录**.点击列表行后在下方打开「复盘记录上传」,支持四周期即时截图与情绪标签.
-
-### 统计
-
-同页 KPI + 分组:类型、标的、策略标签、对冲结束原因、持有周期、Call/Put.策略维度仅统计已填策略标签的记录.
-
-## 9. 常见问题
-
-**Q:为什么买不了?**  
-- 交易账户 USDC 不足 → 先兑换再划转  
-- 卖一价过高,10U 预算买不到 1 张 → 选更便宜合约或提高 `OKX_OPTIONS_TRADE_BUDGET_USDC`  
-- 期权 API 未配置或 `OKX_OPTIONS_ENABLED=false`
-
-**Q:报价 15 是每张 15U 吗?**  
-- 不是.15 是 **每 1 ETH** 的报价;每张(0.01 ETH)约 0.15 USDC.
-
-**Q:子账户能开期权吗?**  
-- 本系统期权走主账户 API;子账户永续不受影响.
-
-## 10. 风险说明
-
-- 买方最大亏损为 **权利金**;近期实值仍会时间衰减  
-- 限价单可能因无流动性未成交  
-- 请先在小额下验证兑换,划转,开平仓全流程
+**Q:还能主↔子划转吗?**  
+- 已移除.只保留同账户内划转与币种兑换.

docs/永期对冲计算器.md

@@ -0,0 +1,195 @@
+# 永期对冲计算器
+
+中控 **策略计算器** 第 3 个 tab：永期对冲。用于离线测算「永续 1 币 + 买方期权」在目标盈利口径下的期权仓位，或按永续:期权比例反推达目标所需波动点数。
+
+入口：中控 → 策略计算器 → **永期对冲**。  
+API：`POST /api/calculator/perp-options`  
+逻辑库：`lib/hub/hub_perp_options_calc_lib.py`  
+单测：`tests/test_hub_perp_options_calc_lib.py`
+
+与实例页「对冲计划」不同：本页**不实盘下单、不拉期权链**，价格与杠杆均为手填。
+
+---
+
+## 共同假设
+
+| 项 | 口径 |
+|----|------|
+| 品种 | BTC / ETH |
+| 永续仓位 | 固定 **1 币** |
+| 单币权利金 | `现价 / 期权杠杆`（例：1800÷100=18U） |
+| 权利金 | **按全亏**计入；忽略时间价值 / Theta |
+| 永续手续费 | 开+平各 `0.05%`（`PERP_TAKER_FEE_RATE`，默认 0.0005） |
+| 期权手续费 | **不算** |
+| 交易资金 | 仅参考：与 `现价/永续杠杆` 比保证金是否够开 |
+| `ct_mult` | 默认 0.01；张数 = 期权币数 / ct_mult |
+| 展示 | 金额与点数统一 **小数点后两位** |
+
+---
+
+## 模式一：由波动推期权仓位（`calc_mode=size`）
+
+已知波动（点数或波动率%）、目标盈利、期权杠杆 → 反推期权开多少币/张。
+
+### 公式
+
+```text
+单币权利金 = 现价 / 期权杠杆
+永续毛收益 = 波动点数 × 1
+           （波动率模式：现价 × 波动率% × 1）
+平仓价     ≈ 现价 + 波动点数（永续方向对按上涨测算）
+永续手续费 = (开仓名义 + 平仓名义) × 0.05%
+
+权利金预算 = 永续毛收益 − 目标盈利 − 永续手续费
+期权币数   = 权利金预算 / 单币权利金
+期权张数   = 期权币数 / ct_mult
+```
+
+若权利金预算 ≤ 0：提示「波动收益不足以覆盖目标盈利+手续费，无法开期权」。
+
+### 情景
+
+**A · 永续方向对（期权全亏）**
+
+```text
+净利 = 永续毛收益 − 权利金总额 − 永续手续费
+     （设计上 ≈ 目标盈利）
+```
+
+**B · 期权方向对（永续 1 币反向亏同等波动）**
+
+```text
+期权内在 = 期权币数 × 波动点数
+期权净利 = 期权内在 − 权利金总额
+永续亏损 = −永续毛收益
+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：
+
+| 量 | 约值 |
+|----|------|
+| 单币权利金 | 18U |
+| 永续手续费 | 1.83U |
+| 权利金预算 | 33.18U |
+| 期权币数 / 张数 | ≈1.84 币 / ≈184 张 |
+| A 净利 | ≈15U |
+| B 期权净利 / 组合 | ≈59U / ≈9U |
+
+---
+
+## 模式二：由币数推波动点数（`calc_mode=points`）
+
+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 = 输入的永续币数
+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
+
+净利 = 目标盈利：
+
+```text
+qty×move − 权利金 − fee(move,qty) = 目标
+fee = (2×现价 + move) × qty × 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）
+
+组合净利 = 目标盈利：
+
+```text
+组合 = 期权币数×move − 权利金 − 永续币数×move
+     = move×(期权币数 − 永续币数) − 权利金
+
+move = (目标 + 权利金) / (期权币数 − 永续币数)
+```
+
+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、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 |
+
+---
+
+## API 请求体（摘要）
+
+```json
+{
+  "calc_mode": "size | points",
+  "base": "ETH",
+  "spot": 1800,
+  "capital_usdt": 3000,
+  "target_profit_u": 15,
+  "move_mode": "points",
+  "move_value": 50,
+  "perp_leverage": 10,
+  "option_leverage": 100,
+  "ct_mult": 0.01,
+  "ratio_perp": 1,
+  "ratio_opt": 2
+}
+```
+
+- `size` 模式必填 `move_value`；`points` 模式用 `ratio_perp` / `ratio_opt`，可不填波动。
+
+---
+
+## 相关文件
+
+| 路径 | 作用 |
+|------|------|
+| `lib/hub/hub_perp_options_calc_lib.py` | 纯函数测算 |
+| `manual_trading_hub/hub.py` | `POST /api/calculator/perp-options` |
+| `manual_trading_hub/static/index.html` | 计算器 tab UI |
+| `manual_trading_hub/static/calculator.js` | 提交与结果渲染 |
+| `lib/trade/trade_fee_lib.py` | 永续双边手续费 |
+
+## 不做
+
+实盘开平仓、拉 OKX 期权链卖一、把本页结果自动写入对冲计划。
+
+振幅统计页可对历史日表做同口径对照，见 [振幅统计说明.md](./振幅统计说明.md)「永期对冲对照」。

docs/系统设置说明.md

@@ -84,7 +84,7 @@
 
 ### 用途
 
-在 **子账户永续** 场景下,于 **资金账户(funding)** 与 **交易账户(swap)** 之间手动划转 USDT.
+在 **OKX 账户** 场景下,于 **资金账户(funding)** 与 **交易账户(swap)** 之间手动划转 USDT.
 
 ### 与 env 配置的关系
 

docs/账户流水.md

@@ -0,0 +1,71 @@
+# 账户流水（三所统一）
+
+从**交易所 API**拉取资金账户与交易账户账单，在实例内展示。  
+不使用程序本地 `transfer_logs` 作为主数据源。
+
+## 能力概览
+
+| 项 | 说明 |
+|----|------|
+| 导航 | 「账户流水」Tab；默认关闭，在 **系统设置 → 导航显示** 打开 |
+| Tab | **资金账户** / **交易账户** |
+| 分页 | 每页 10 条，时间倒序 |
+| 时间窗 | 跟随顶栏 UTC **预设**（与列表 `list_window` 一致） |
+| 同步 | 后台约 **120s** 拉一次交易所；完成后 **SSE** 推版本，前端自动刷新 |
+| 币种 | USDT；OKX 另含 **USDC** |
+| 三所 | Binance / OKX / Gate 同一套 UI 与路由 |
+
+## 使用
+
+1. 系统设置 → 导航显示 → 勾选「账户流水」→ 保存  
+2. 顶栏选预设时间并点「应用」  
+3. 打开「账户流水」，切换资金/交易 Tab；可点「立即同步」
+
+## API
+
+| 路由 | 说明 |
+|------|------|
+| `GET /api/account_ledger?account=funding\|trading&page=1` | 按当前 session 时间窗分页查询缓存 |
+| `GET /api/account_ledger/stream` | SSE，`event: ledger`，载荷含 `ledger_version` |
+| `POST /api/account_ledger/refresh` | 手动触发同步（有冷却，默认 30s） |
+
+均需登录（与实例其他 API 相同）。
+
+## 交易所数据源
+
+| 所 | 资金账户 | 交易账户 |
+|----|----------|----------|
+| Gate | spot `account_book`（USDT） | USDT 永续 `account_book` |
+| OKX | `asset/bills`（USDT+USDC） | `account/bills` + `bills-archive`（USDT+USDC） |
+| Binance | 充提 + `fetch_transfers`（USDT） | U 本位 `fapi` income（USDT） |
+
+后台默认回看 **90 天**（`ACCOUNT_LEDGER_LOOKBACK_DAYS`），写入本地 SQLite 缓存后再按顶栏时间窗过滤展示。  
+「全部 / 近 6 月」等超出回看窗口的部分，仅能看到缓存内数据。
+
+## 环境变量（可选）
+
+| 变量 | 默认 | 说明 |
+|------|------|------|
+| `ACCOUNT_LEDGER_POLL_SEC` | `120` | 后台轮询秒数 |
+| `ACCOUNT_LEDGER_LOOKBACK_DAYS` | `90` | 拉取与手动同步上限天数 |
+| `ACCOUNT_LEDGER_MANUAL_COOLDOWN_SEC` | `30` | 手动同步冷却 |
+| `ACCOUNT_LEDGER_SSE_HEARTBEAT_SEC` | `25` | SSE 心跳 |
+
+## 代码位置
+
+```
+lib/account_ledger/           # DB / 同步 / SSE / 注册 / 面板
+lib/exchange/*_ledger_lib.py  # 三所拉取适配
+lib/common/static/account_ledger.js
+```
+
+三所 `app.py` 调用：`install_account_ledger(..., exchange_key=...)`。
+
+## 审计摘要（2026-08-10）
+
+- 路由均 `@login_required`；SSE 仅推版本号，不含账单正文  
+- SQL 参数化；`account` 白名单；币种服务端固定  
+- 前端表格字段 `escapeHtml`  
+- **已修复**：手动同步强制套用 lookback 上限 + 冷却，避免滥用刷交易所 API  
+
+详见同目录旁注或 PR 说明；安全复查子代理结论：修复后无未关闭的中高危项。

lib/account_ledger/__init__.py

@@ -0,0 +1 @@
+"""实例账户流水(交易所资金/交易账户账单)."""

lib/account_ledger/account_ledger_db.py

@@ -0,0 +1,186 @@
+"""账户流水 SQLite 缓存."""
+from __future__ import annotations
+
+import time
+from typing import Any, Optional
+
+from lib.account_ledger.account_ledger_normalize import PAGE_SIZE, VALID_ACCOUNTS
+
+
+def ensure_account_ledger_tables(conn) -> None:
+    conn.execute(
+        """
+        CREATE TABLE IF NOT EXISTS account_ledger_entries (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            account TEXT NOT NULL,
+            ccy TEXT NOT NULL,
+            amount REAL NOT NULL,
+            balance_after REAL,
+            kind TEXT,
+            raw_type TEXT,
+            symbol TEXT,
+            ref_id TEXT NOT NULL,
+            ts_ms INTEGER NOT NULL,
+            note TEXT,
+            synced_at REAL,
+            UNIQUE(account, ref_id, ccy, ts_ms)
+        )
+        """
+    )
+    conn.execute(
+        "CREATE INDEX IF NOT EXISTS idx_account_ledger_acc_ts "
+        "ON account_ledger_entries(account, ts_ms DESC)"
+    )
+    conn.execute(
+        """
+        CREATE TABLE IF NOT EXISTS account_ledger_meta (
+            key TEXT PRIMARY KEY,
+            value TEXT
+        )
+        """
+    )
+    conn.commit()
+
+
+def meta_get(conn, key: str, default: str = "") -> str:
+    row = conn.execute(
+        "SELECT value FROM account_ledger_meta WHERE key=?", (key,)
+    ).fetchone()
+    if not row:
+        return default
+    try:
+        return str(row[0] if not hasattr(row, "keys") else row["value"])
+    except Exception:
+        return default
+
+
+def meta_set(conn, key: str, value: str) -> None:
+    conn.execute(
+        "INSERT INTO account_ledger_meta(key, value) VALUES(?, ?) "
+        "ON CONFLICT(key) DO UPDATE SET value=excluded.value",
+        (key, str(value)),
+    )
+
+
+def upsert_entries(conn, rows: list[dict[str, Any]]) -> int:
+    if not rows:
+        return 0
+    now = time.time()
+    n = 0
+    for r in rows:
+        try:
+            conn.execute(
+                """
+                INSERT INTO account_ledger_entries(
+                    account, ccy, amount, balance_after, kind, raw_type,
+                    symbol, ref_id, ts_ms, note, synced_at
+                ) VALUES (?,?,?,?,?,?,?,?,?,?,?)
+                ON CONFLICT(account, ref_id, ccy, ts_ms) DO UPDATE SET
+                    amount=excluded.amount,
+                    balance_after=excluded.balance_after,
+                    kind=excluded.kind,
+                    raw_type=excluded.raw_type,
+                    symbol=excluded.symbol,
+                    note=excluded.note,
+                    synced_at=excluded.synced_at
+                """,
+                (
+                    r["account"],
+                    r["ccy"],
+                    float(r["amount"]),
+                    r.get("balance_after"),
+                    r.get("kind") or "other",
+                    r.get("raw_type") or "",
+                    r.get("symbol") or "",
+                    r["ref_id"],
+                    int(r["ts_ms"]),
+                    r.get("note") or "",
+                    now,
+                ),
+            )
+            n += 1
+        except Exception:
+            continue
+    conn.commit()
+    return n
+
+
+def query_entries(
+    conn,
+    *,
+    account: str,
+    start_ms: int,
+    end_ms: int,
+    page: int = 1,
+    page_size: int = PAGE_SIZE,
+    currencies: Optional[list[str]] = None,
+) -> dict[str, Any]:
+    acc = (account or "").strip().lower()
+    if acc not in VALID_ACCOUNTS:
+        return {"items": [], "total": 0, "page": 1, "page_size": page_size, "pages": 0}
+    page = max(1, int(page or 1))
+    page_size = max(1, min(50, int(page_size or PAGE_SIZE)))
+    start_ms = int(start_ms)
+    end_ms = int(end_ms)
+    params: list[Any] = [acc, start_ms, end_ms]
+    ccy_sql = ""
+    if currencies:
+        ccy_list = [c.strip().upper() for c in currencies if c and str(c).strip()]
+        if ccy_list:
+            placeholders = ",".join("?" for _ in ccy_list)
+            ccy_sql = f" AND ccy IN ({placeholders})"
+            params.extend(ccy_list)
+    total = conn.execute(
+        f"SELECT COUNT(*) FROM account_ledger_entries "
+        f"WHERE account=? AND ts_ms>=? AND ts_ms<=?{ccy_sql}",
+        params,
+    ).fetchone()[0]
+    total = int(total or 0)
+    pages = (total + page_size - 1) // page_size if total else 0
+    if pages and page > pages:
+        page = pages
+    offset = (page - 1) * page_size
+    rows = conn.execute(
+        f"""
+        SELECT account, ccy, amount, balance_after, kind, raw_type, symbol,
+               ref_id, ts_ms, note
+        FROM account_ledger_entries
+        WHERE account=? AND ts_ms>=? AND ts_ms<=?{ccy_sql}
+        ORDER BY ts_ms DESC, id DESC
+        LIMIT ? OFFSET ?
+        """,
+        params + [page_size, offset],
+    ).fetchall()
+    items = []
+    for r in rows:
+        if hasattr(r, "keys"):
+            d = {k: r[k] for k in r.keys()}
+        else:
+            d = {
+                "account": r[0],
+                "ccy": r[1],
+                "amount": r[2],
+                "balance_after": r[3],
+                "kind": r[4],
+                "raw_type": r[5],
+                "symbol": r[6],
+                "ref_id": r[7],
+                "ts_ms": r[8],
+                "note": r[9],
+            }
+        from lib.account_ledger.account_ledger_normalize import kind_label_zh
+
+        d["kind_label"] = kind_label_zh(d.get("kind") or "")
+        items.append(d)
+    return {
+        "items": items,
+        "total": total,
+        "page": page,
+        "page_size": page_size,
+        "pages": pages,
+    }
+
+
+def prune_older_than(conn, min_ts_ms: int) -> None:
+    conn.execute("DELETE FROM account_ledger_entries WHERE ts_ms < ?", (int(min_ts_ms),))
+    conn.commit()

lib/account_ledger/account_ledger_normalize.py

@@ -0,0 +1,192 @@
+"""账户流水:交易所原始记录 → 统一行模型."""
+from __future__ import annotations
+
+from typing import Any, Optional
+
+
+ACCOUNT_FUNDING = "funding"
+ACCOUNT_TRADING = "trading"
+VALID_ACCOUNTS = frozenset({ACCOUNT_FUNDING, ACCOUNT_TRADING})
+
+PAGE_SIZE = 10
+
+
+def _safe_float(v: Any) -> Optional[float]:
+    if v is None or v == "":
+        return None
+    try:
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def _safe_int(v: Any) -> Optional[int]:
+    if v is None or v == "":
+        return None
+    try:
+        n = float(v)
+        if n > 1e12:
+            return int(n)
+        if n > 1e9:
+            return int(n)
+        return int(n)
+    except (TypeError, ValueError):
+        return None
+
+
+def _ts_ms(v: Any) -> Optional[int]:
+    if v is None or v == "":
+        return None
+    try:
+        n = float(v)
+    except (TypeError, ValueError):
+        return None
+    if n > 1e12:
+        return int(n)
+    if n > 1e10:
+        return int(n)
+    return int(n * 1000.0)
+
+
+def kind_from_raw(raw_type: str, amount: Optional[float] = None) -> str:
+    t = (raw_type or "").strip().lower()
+    if not t:
+        return "other"
+    if "deposit" in t or t in ("1", "funding_deposit"):
+        return "deposit"
+    if "withdraw" in t or "withdrawal" in t:
+        return "withdraw"
+    if "transfer" in t or "dnw" in t or t in ("2", "18", "19"):
+        if amount is not None and amount < 0:
+            return "transfer_out"
+        if amount is not None and amount > 0:
+            return "transfer_in"
+        return "transfer"
+    if "funding" in t and "fee" in t:
+        return "funding_fee"
+    if t in ("funding_fee", "fundingfee", "8"):
+        return "funding_fee"
+    if "commission" in t or "fee" in t or t in ("commission", "5", "fee"):
+        return "commission"
+    if "realiz" in t or "pnl" in t or t in ("realized_pnl", "realizedpnl", "3"):
+        return "realized_pnl"
+    if "liqui" in t:
+        return "liquidate"
+    return "other"
+
+
+def kind_label_zh(kind: str) -> str:
+    return {
+        "deposit": "充值",
+        "withdraw": "提现",
+        "transfer": "划转",
+        "transfer_in": "划入",
+        "transfer_out": "划出",
+        "realized_pnl": "已实现盈亏",
+        "funding_fee": "资金费",
+        "commission": "手续费",
+        "liquidate": "强平",
+        "other": "其他",
+    }.get((kind or "").strip().lower(), "其他")
+
+
+def make_ref_id(*parts: Any) -> str:
+    bits = []
+    for p in parts:
+        if p is None:
+            continue
+        s = str(p).strip()
+        if s:
+            bits.append(s)
+    return "|".join(bits) if bits else ""
+
+
+def normalize_row(
+    *,
+    account: str,
+    ccy: str,
+    amount: Any,
+    ts_ms: Any,
+    ref_id: str,
+    raw_type: str = "",
+    balance_after: Any = None,
+    symbol: str = "",
+    note: str = "",
+    kind: str = "",
+) -> Optional[dict[str, Any]]:
+    acc = (account or "").strip().lower()
+    if acc not in VALID_ACCOUNTS:
+        return None
+    ccy_u = (ccy or "").strip().upper()
+    if not ccy_u:
+        return None
+    amt = _safe_float(amount)
+    if amt is None:
+        return None
+    ts = _ts_ms(ts_ms)
+    if ts is None or ts <= 0:
+        return None
+    rid = (ref_id or "").strip() or make_ref_id(acc, ccy_u, ts, amt, raw_type)
+    k = (kind or "").strip().lower() or kind_from_raw(raw_type, amt)
+    bal = _safe_float(balance_after)
+    return {
+        "account": acc,
+        "ccy": ccy_u,
+        "amount": amt,
+        "balance_after": bal,
+        "kind": k,
+        "kind_label": kind_label_zh(k),
+        "raw_type": (raw_type or "").strip()[:120],
+        "symbol": (symbol or "").strip()[:80],
+        "ref_id": rid[:200],
+        "ts_ms": int(ts),
+        "note": (note or "").strip()[:240],
+    }
+
+
+def from_ccxt_ledger_entry(entry: dict[str, Any], *, account: str) -> Optional[dict[str, Any]]:
+    if not isinstance(entry, dict):
+        return None
+    info = entry.get("info") if isinstance(entry.get("info"), dict) else {}
+    amount = entry.get("amount")
+    if amount is None:
+        amount = entry.get("change")
+    if amount is None:
+        amount = info.get("balChg") or info.get("change") or info.get("income") or info.get("amount")
+    ts = entry.get("timestamp") or entry.get("datetime")
+    if ts is None:
+        ts = info.get("time") or info.get("uTime") or info.get("ts") or info.get("create_time") or info.get("createDate")
+    ccy = entry.get("currency") or info.get("ccy") or info.get("asset") or info.get("currency") or "USDT"
+    raw_type = (
+        entry.get("type")
+        or entry.get("status")
+        or info.get("type")
+        or info.get("incomeType")
+        or info.get("change_type")
+        or info.get("subType")
+        or ""
+    )
+    if isinstance(raw_type, (int, float)):
+        raw_type = str(raw_type)
+    balance_after = entry.get("balance") or info.get("bal") or info.get("balance")
+    symbol = entry.get("symbol") or info.get("instId") or info.get("symbol") or info.get("contract") or ""
+    ref = (
+        entry.get("id")
+        or info.get("billId")
+        or info.get("tranId")
+        or info.get("id")
+        or info.get("trade_id")
+        or ""
+    )
+    note = entry.get("description") or info.get("info") or info.get("text") or ""
+    return normalize_row(
+        account=account,
+        ccy=str(ccy),
+        amount=amount,
+        ts_ms=ts,
+        ref_id=str(ref) if ref != "" else make_ref_id(account, ccy, ts, amount, raw_type),
+        raw_type=str(raw_type),
+        balance_after=balance_after,
+        symbol=str(symbol or ""),
+        note=str(note or ""),
+    )

lib/account_ledger/account_ledger_register.py

@@ -0,0 +1,208 @@
+"""三所统一:账户流水路由 + 后台同步安装."""
+from __future__ import annotations
+
+import os
+from typing import Any, Callable
+
+from flask import Flask, Response, jsonify, request, session, stream_with_context
+from jinja2 import ChoiceLoader, FileSystemLoader
+
+from lib.account_ledger.account_ledger_db import ensure_account_ledger_tables, query_entries
+from lib.account_ledger.account_ledger_normalize import (
+    ACCOUNT_FUNDING,
+    ACCOUNT_TRADING,
+    PAGE_SIZE,
+    VALID_ACCOUNTS,
+)
+from lib.account_ledger.account_ledger_sync import account_ledger_store
+from lib.common.history_window_lib import resolve_list_window
+
+
+def attach_account_ledger_templates(app: Flask, repo_root: str) -> None:
+    tpl_dir = os.path.join(repo_root, "lib", "account_ledger", "templates")
+    if not os.path.isdir(tpl_dir):
+        return
+    existing = app.jinja_loader
+    loaders = [FileSystemLoader(tpl_dir)]
+    if existing is not None:
+        if isinstance(existing, ChoiceLoader):
+            loaders = list(existing.loaders) + loaders
+        else:
+            loaders.insert(0, existing)
+    app.jinja_loader = ChoiceLoader(loaders)
+
+
+def _build_fetch_fn(exchange_key: str, app_module: Any) -> Callable:
+    ex_key = (exchange_key or "").strip().lower()
+    exchange = getattr(app_module, "exchange", None)
+    ensure_markets = getattr(app_module, "ensure_markets_loaded", None)
+
+    def _fetch(*, start_ms: int, end_ms: int):
+        if exchange is None:
+            return [], ["exchange missing"]
+        if ex_key == "okx":
+            from lib.exchange.okx_ledger_lib import fetch_okx_account_ledger
+
+            return fetch_okx_account_ledger(
+                exchange,
+                start_ms=start_ms,
+                end_ms=end_ms,
+                ensure_markets=ensure_markets,
+            )
+        if ex_key == "binance":
+            from lib.exchange.binance_ledger_lib import fetch_binance_account_ledger
+
+            return fetch_binance_account_ledger(
+                exchange,
+                start_ms=start_ms,
+                end_ms=end_ms,
+                ensure_markets=ensure_markets,
+            )
+        from lib.exchange.gate_ledger_lib import fetch_gate_account_ledger
+
+        return fetch_gate_account_ledger(
+            exchange,
+            start_ms=start_ms,
+            end_ms=end_ms,
+            ensure_markets=ensure_markets,
+        )
+
+    return _fetch
+
+
+def _currencies_for_exchange(exchange_key: str) -> list[str]:
+    if (exchange_key or "").strip().lower() == "okx":
+        return ["USDT", "USDC"]
+    return ["USDT"]
+
+
+def install_account_ledger(
+    app: Flask,
+    repo_root: str,
+    app_module: Any,
+    *,
+    exchange_key: str = "",
+) -> None:
+    ex = (exchange_key or "").strip().lower()
+    if not ex:
+        mod_name = getattr(app_module, "__name__", "") or ""
+        if "okx" in mod_name.lower():
+            ex = "okx"
+        elif "binance" in mod_name.lower():
+            ex = "binance"
+        else:
+            ex = "gate"
+    exchange_key = ex
+
+    attach_account_ledger_templates(app, repo_root)
+    get_db = app_module.get_db
+    login_required = app_module.login_required
+
+    # 初始化表
+    try:
+        conn = get_db()
+        try:
+            ensure_account_ledger_tables(conn)
+        finally:
+            conn.close()
+    except Exception:
+        pass
+
+    account_ledger_store.configure(
+        get_db=get_db,
+        fetch_fn=_build_fetch_fn(exchange_key, app_module),
+        exchange_key=str(exchange_key),
+    )
+    account_ledger_store.start()
+    app.extensions["account_ledger_exchange"] = str(exchange_key).lower()
+
+    def _list_window():
+        resolve = getattr(app_module, "_list_window_from_request", None)
+        if callable(resolve):
+            return resolve()
+        return resolve_list_window(request.args, session)
+
+    @app.route("/api/account_ledger")
+    @login_required
+    def api_account_ledger():
+        account = (request.args.get("account") or ACCOUNT_FUNDING).strip().lower()
+        if account not in VALID_ACCOUNTS:
+            account = ACCOUNT_FUNDING
+        try:
+            page = int(request.args.get("page") or 1)
+        except Exception:
+            page = 1
+        win = _list_window()
+        start_ms = int(win.get("start_ms") or 0)
+        end_ms = int(win.get("end_ms") or 0)
+        ccys = _currencies_for_exchange(app.extensions.get("account_ledger_exchange") or "")
+        conn = get_db()
+        try:
+            ensure_account_ledger_tables(conn)
+            data = query_entries(
+                conn,
+                account=account,
+                start_ms=start_ms,
+                end_ms=end_ms,
+                page=page,
+                page_size=PAGE_SIZE,
+                currencies=ccys,
+            )
+        finally:
+            conn.close()
+        st = account_ledger_store.status_dict()
+        return jsonify(
+            {
+                "ok": True,
+                "account": account,
+                "window": {
+                    "preset": win.get("preset"),
+                    "label": win.get("label"),
+                    "start_ms": start_ms,
+                    "end_ms": end_ms,
+                },
+                "currencies": ccys,
+                **data,
+                **st,
+            }
+        )
+
+    @app.route("/api/account_ledger/stream")
+    @login_required
+    def api_account_ledger_stream():
+        return Response(
+            stream_with_context(account_ledger_store.iter_sse()),
+            mimetype="text/event-stream",
+            headers={
+                "Cache-Control": "no-cache",
+                "Connection": "keep-alive",
+                "X-Accel-Buffering": "no",
+            },
+        )
+
+    @app.route("/api/account_ledger/refresh", methods=["POST"])
+    @login_required
+    def api_account_ledger_refresh():
+        win = _list_window()
+        body = request.get_json(silent=True) or {}
+        start_ms = body.get("start_ms", win.get("start_ms"))
+        end_ms = body.get("end_ms", win.get("end_ms"))
+        try:
+            start_i = int(start_ms) if start_ms is not None else None
+            end_i = int(end_ms) if end_ms is not None else None
+        except Exception:
+            start_i, end_i = None, None
+        result = account_ledger_store.sync_once(
+            reason="manual", start_ms=start_i, end_ms=end_i
+        )
+        return jsonify(result)
+
+    @app.route("/account_ledger")
+    @login_required
+    def account_ledger_page():
+        from lib.instance.instance_embed_lib import redirect_to_embed_shell_if_enabled
+
+        redir = redirect_to_embed_shell_if_enabled("account_ledger")
+        if redir is not None:
+            return redir
+        return app_module.render_main_page("account_ledger")

lib/account_ledger/account_ledger_sync.py

@@ -0,0 +1,252 @@
+"""账户流水:后台定时拉取交易所 + SSE 版本推送."""
+from __future__ import annotations
+
+import json
+import os
+import queue
+import threading
+import time
+from collections.abc import Callable, Iterator
+from datetime import datetime, timezone
+from typing import Any, Optional
+
+from lib.account_ledger.account_ledger_db import (
+    ensure_account_ledger_tables,
+    meta_get,
+    meta_set,
+    prune_older_than,
+    upsert_entries,
+)
+
+ACCOUNT_LEDGER_POLL_SEC = float(os.getenv("ACCOUNT_LEDGER_POLL_SEC", "120"))
+ACCOUNT_LEDGER_LOOKBACK_DAYS = int(os.getenv("ACCOUNT_LEDGER_LOOKBACK_DAYS", "90"))
+ACCOUNT_LEDGER_SSE_HEARTBEAT_SEC = float(os.getenv("ACCOUNT_LEDGER_SSE_HEARTBEAT_SEC", "25"))
+
+
+class AccountLedgerStore:
+    def __init__(self) -> None:
+        self._lock = threading.Lock()
+        self.version = 0
+        self._subscribers: list[queue.Queue[str | None]] = []
+        self._stop = threading.Event()
+        self._thread: threading.Thread | None = None
+        self._syncing = False
+        self._get_db: Optional[Callable] = None
+        self._fetch_fn: Optional[Callable[..., tuple[list[dict[str, Any]], list[str]]]] = None
+        self._exchange_key = ""
+        self.last_sync_at: Optional[float] = None
+        self.last_error: str = ""
+        self.last_upserted: int = 0
+        self._last_manual_at: float = 0.0
+        self._manual_cooldown_sec = float(os.getenv("ACCOUNT_LEDGER_MANUAL_COOLDOWN_SEC", "30"))
+
+    def configure(
+        self,
+        *,
+        get_db: Callable,
+        fetch_fn: Callable[..., tuple[list[dict[str, Any]], list[str]]],
+        exchange_key: str,
+    ) -> None:
+        self._get_db = get_db
+        self._fetch_fn = fetch_fn
+        self._exchange_key = (exchange_key or "").strip().lower()
+
+    def start(self) -> None:
+        if self._thread and self._thread.is_alive():
+            return
+        if not self._get_db or not self._fetch_fn:
+            return
+        self._stop.clear()
+        self._thread = threading.Thread(
+            target=self._loop, daemon=True, name=f"account-ledger-{self._exchange_key or 'x'}"
+        )
+        self._thread.start()
+
+    def stop(self) -> None:
+        self._stop.set()
+        self._broadcast(close=True)
+
+    def lookback_bounds_ms(self, start_ms: Optional[int] = None, end_ms: Optional[int] = None) -> tuple[int, int]:
+        now = datetime.now(timezone.utc)
+        end = int(end_ms) if end_ms is not None else int(now.timestamp() * 1000)
+        floor = int(end - ACCOUNT_LEDGER_LOOKBACK_DAYS * 86400 * 1000)
+        if start_ms is not None:
+            start = max(int(start_ms), floor)
+        else:
+            start = floor
+        if start > end:
+            start, end = end, start
+        return start, end
+
+    def sync_once(
+        self,
+        *,
+        reason: str = "poll",
+        start_ms: Optional[int] = None,
+        end_ms: Optional[int] = None,
+    ) -> dict[str, Any]:
+        if not self._get_db or not self._fetch_fn:
+            return {"ok": False, "msg": "未配置"}
+        with self._lock:
+            if self._syncing:
+                return {"ok": True, "busy": True, "ledger_version": self.version}
+            if reason == "manual":
+                gap = time.time() - self._last_manual_at
+                if gap < self._manual_cooldown_sec:
+                    wait = int(self._manual_cooldown_sec - gap) + 1
+                    return {
+                        "ok": False,
+                        "msg": f"同步过于频繁,请 {wait}s 后再试",
+                        "ledger_version": self.version,
+                    }
+            self._syncing = True
+        try:
+            start, end = self.lookback_bounds_ms(start_ms, end_ms)
+            rows, errors = self._fetch_fn(start_ms=start, end_ms=end)
+            conn = self._get_db()
+            try:
+                ensure_account_ledger_tables(conn)
+                n = upsert_entries(conn, rows or [])
+                # 保留略宽于 lookback 的缓存
+                prune_ms = int(
+                    (datetime.now(timezone.utc).timestamp() - (ACCOUNT_LEDGER_LOOKBACK_DAYS + 7) * 86400)
+                    * 1000
+                )
+                prune_older_than(conn, prune_ms)
+                self.last_sync_at = time.time()
+                self.last_upserted = n
+                self.last_error = "; ".join(errors[:3]) if errors else ""
+                meta_set(conn, "last_sync_at", str(self.last_sync_at))
+                meta_set(conn, "last_error", self.last_error)
+                meta_set(conn, "last_upserted", str(n))
+                conn.commit()
+            finally:
+                try:
+                    conn.close()
+                except Exception:
+                    pass
+            if reason == "manual":
+                self._last_manual_at = time.time()
+            ver = self.bump(reason)
+            return {
+                "ok": True,
+                "ledger_version": ver,
+                "upserted": n,
+                "errors": errors,
+                "start_ms": start,
+                "end_ms": end,
+            }
+        except Exception as e:
+            self.last_error = str(e)
+            try:
+                conn = self._get_db()
+                try:
+                    ensure_account_ledger_tables(conn)
+                    meta_set(conn, "last_error", self.last_error)
+                    conn.commit()
+                finally:
+                    conn.close()
+            except Exception:
+                pass
+            return {"ok": False, "msg": str(e), "ledger_version": self.version}
+        finally:
+            with self._lock:
+                self._syncing = False
+
+    def bump(self, reason: str = "poll") -> int:
+        with self._lock:
+            self.version += 1
+            ver = self.version
+        payload = json.dumps(
+            {"ledger_version": ver, "reason": reason, "exchange": self._exchange_key},
+            ensure_ascii=False,
+        )
+        self._broadcast(payload)
+        return ver
+
+    def status_dict(self) -> dict[str, Any]:
+        last_at = self.last_sync_at
+        if last_at is None and self._get_db:
+            try:
+                conn = self._get_db()
+                try:
+                    ensure_account_ledger_tables(conn)
+                    raw = meta_get(conn, "last_sync_at", "")
+                    if raw:
+                        last_at = float(raw)
+                    self.last_error = meta_get(conn, "last_error", self.last_error)
+                finally:
+                    conn.close()
+            except Exception:
+                pass
+        return {
+            "ledger_version": self.version,
+            "poll_sec": ACCOUNT_LEDGER_POLL_SEC,
+            "lookback_days": ACCOUNT_LEDGER_LOOKBACK_DAYS,
+            "last_sync_at": last_at,
+            "last_error": self.last_error,
+            "last_upserted": self.last_upserted,
+            "exchange": self._exchange_key,
+        }
+
+    def _loop(self) -> None:
+        # 启动后稍等再拉,避免和启动高峰撞车
+        if self._stop.wait(3):
+            return
+        while not self._stop.is_set():
+            try:
+                self.sync_once(reason="poll")
+            except Exception:
+                pass
+            if self._stop.wait(ACCOUNT_LEDGER_POLL_SEC):
+                break
+
+    def _broadcast(self, event: str | None = None, *, close: bool = False) -> None:
+        with self._lock:
+            subs = list(self._subscribers)
+        dead: list[queue.Queue[str | None]] = []
+        for q in subs:
+            try:
+                q.put_nowait(None if close else event)
+            except Exception:
+                dead.append(q)
+        if dead:
+            with self._lock:
+                for q in dead:
+                    if q in self._subscribers:
+                        self._subscribers.remove(q)
+
+    def _subscribe(self) -> queue.Queue[str | None]:
+        q: queue.Queue[str | None] = queue.Queue(maxsize=16)
+        with self._lock:
+            self._subscribers.append(q)
+        return q
+
+    def _unsubscribe(self, q: queue.Queue[str | None]) -> None:
+        with self._lock:
+            if q in self._subscribers:
+                self._subscribers.remove(q)
+
+    def iter_sse(self) -> Iterator[str]:
+        q = self._subscribe()
+        try:
+            yield f"event: ledger\ndata: {json.dumps({'ledger_version': self.version, 'reason': 'hello'}, ensure_ascii=False)}\n\n"
+            last_hb = time.time()
+            while not self._stop.is_set():
+                try:
+                    item = q.get(timeout=1.0)
+                except queue.Empty:
+                    item = "timeout"
+                if item is None:
+                    break
+                if item != "timeout":
+                    yield f"event: ledger\ndata: {item}\n\n"
+                    last_hb = time.time()
+                elif time.time() - last_hb >= ACCOUNT_LEDGER_SSE_HEARTBEAT_SEC:
+                    yield ": heartbeat\n\n"
+                    last_hb = time.time()
+        finally:
+            self._unsubscribe(q)
+
+
+account_ledger_store = AccountLedgerStore()

lib/account_ledger/templates/account_ledger_panel.html

@@ -0,0 +1,72 @@
+{# 账户流水:资金/交易 Tab · 交易所账单 · SSE #}
+<div class="card full account-ledger-card" id="account-ledger-root" data-account-ledger="1">
+    <div class="account-ledger-head">
+        <div>
+            <h2 style="margin-bottom:4px">账户流水</h2>
+            <p class="muted account-ledger-desc">拉取交易所资金账户与交易账户账单 · 时间跟随顶栏 UTC 预设 · 约 2 分钟自动同步</p>
+        </div>
+        <div class="account-ledger-head-actions">
+            <span class="muted" id="account-ledger-sync">—</span>
+            <button type="button" class="btn-sm" id="account-ledger-refresh">立即同步</button>
+        </div>
+    </div>
+    <div class="account-ledger-tabs" role="tablist">
+        <button type="button" class="account-ledger-tab active" data-ledger-account="funding" role="tab" aria-selected="true">资金账户</button>
+        <button type="button" class="account-ledger-tab" data-ledger-account="trading" role="tab" aria-selected="false">交易账户</button>
+    </div>
+    <p class="muted account-ledger-status" id="account-ledger-status"></p>
+    <div class="account-ledger-table-wrap panel-scroll">
+        <table class="account-ledger-table" id="account-ledger-table">
+            <thead>
+                <tr>
+                    <th>时间(北京)</th>
+                    <th>币种</th>
+                    <th>类型</th>
+                    <th>变动</th>
+                    <th>余额</th>
+                    <th>合约/备注</th>
+                </tr>
+            </thead>
+            <tbody id="account-ledger-tbody">
+                <tr><td colspan="6" class="muted">加载中…</td></tr>
+            </tbody>
+        </table>
+    </div>
+    <div class="account-ledger-pager" id="account-ledger-pager">
+        <button type="button" class="btn-sm" id="account-ledger-prev" disabled>上一页</button>
+        <span class="muted" id="account-ledger-page-info">—</span>
+        <button type="button" class="btn-sm" id="account-ledger-next" disabled>下一页</button>
+    </div>
+</div>
+<style>
+.account-ledger-card { grid-column: 1 / -1; }
+.account-ledger-head {
+  display: flex; align-items: flex-start; justify-content: space-between;
+  gap: 12px; flex-wrap: wrap; margin-bottom: 10px;
+}
+.account-ledger-head-actions { display: flex; align-items: center; gap: 10px; }
+.account-ledger-tabs {
+  display: flex; gap: 8px; margin-bottom: 10px; flex-wrap: wrap;
+}
+.account-ledger-tab {
+  border: 1px solid rgba(140,160,200,.35);
+  background: transparent; color: #c5cbe0;
+  border-radius: 6px; padding: 6px 14px; cursor: pointer; font-size: .9rem;
+}
+.account-ledger-tab.active {
+  background: #1f3a5a; border-color: #3d6f9c; color: #e8f1ff;
+}
+.account-ledger-table { width: 100%; border-collapse: collapse; font-size: .88rem; }
+.account-ledger-table th, .account-ledger-table td {
+  padding: 8px 10px; border-bottom: 1px solid rgba(120,130,160,.2); text-align: left;
+}
+.account-ledger-table th { color: #9aa3bd; font-weight: 600; }
+.account-ledger-amt-pos { color: #3ecf8e; }
+.account-ledger-amt-neg { color: #f07178; }
+.account-ledger-pager {
+  display: flex; align-items: center; justify-content: flex-end; gap: 10px;
+  margin-top: 12px;
+}
+.account-ledger-status { min-height: 1.2em; margin: 0 0 8px; }
+.account-ledger-table-wrap { max-height: min(60vh, 560px); overflow: auto; }
+</style>

lib/common/static/account_ledger.js

@@ -0,0 +1,337 @@
+/**
+ * 账户流水:资金/交易 Tab · 分页 10 · SSE 自动刷新 · 时间窗跟随顶栏预设.
+ */
+(function (global) {
+  const PAGE_SIZE = 10;
+  let account = "funding";
+  let page = 1;
+  let pages = 0;
+  let localVersion = 0;
+  let es = null;
+  let reconnectTimer = null;
+  let loading = false;
+  let booted = false;
+
+  function root() {
+    const active = document.querySelector('.embed-tab-pane.is-active-pane [data-account-ledger="1"]');
+    if (active) return active;
+    return document.getElementById("account-ledger-root");
+  }
+
+  function $(id) {
+    const r = root();
+    return (r && r.querySelector("#" + id)) || document.getElementById(id);
+  }
+
+  function escapeHtml(s) {
+    return String(s == null ? "" : s)
+      .replace(/&/g, "&")
+      .replace(/</g, "&lt;")
+      .replace(/>/g, "&gt;")
+      .replace(/"/g, "&quot;");
+  }
+
+  function listWindowQs() {
+    if (typeof global.listWindowQueryString === "function") {
+      const q = global.listWindowQueryString();
+      return q ? (q.charAt(0) === "?" ? q.slice(1) : q) : "";
+    }
+    try {
+      return new URLSearchParams(location.search).toString();
+    } catch (_) {
+      return "";
+    }
+  }
+
+  function fmtBj(ms) {
+    const n = Number(ms);
+    if (!Number.isFinite(n) || n <= 0) return "—";
+    try {
+      const d = new Date(n);
+      const parts = new Intl.DateTimeFormat("zh-CN", {
+        timeZone: "Asia/Shanghai",
+        year: "numeric",
+        month: "2-digit",
+        day: "2-digit",
+        hour: "2-digit",
+        minute: "2-digit",
+        second: "2-digit",
+        hour12: false,
+      }).formatToParts(d);
+      const get = (t) => (parts.find((p) => p.type === t) || {}).value || "";
+      return (
+        get("year") +
+        "-" +
+        get("month") +
+        "-" +
+        get("day") +
+        " " +
+        get("hour") +
+        ":" +
+        get("minute") +
+        ":" +
+        get("second")
+      );
+    } catch (_) {
+      return "—";
+    }
+  }
+
+  function fmtAmt(v) {
+    const n = Number(v);
+    if (!Number.isFinite(n)) return "—";
+    const cls = n > 0 ? "account-ledger-amt-pos" : n < 0 ? "account-ledger-amt-neg" : "";
+    const sign = n > 0 ? "+" : "";
+    return '<span class="' + cls + '">' + sign + n.toFixed(6).replace(/\.?0+$/, "") + "</span>";
+  }
+
+  function fmtBal(v) {
+    if (v == null || v === "") return "—";
+    const n = Number(v);
+    if (!Number.isFinite(n)) return "—";
+    return n.toFixed(6).replace(/\.?0+$/, "");
+  }
+
+  function setStatus(msg, isErr) {
+    const el = $("account-ledger-status");
+    if (!el) return;
+    el.textContent = msg || "";
+    el.style.color = isErr ? "#f07178" : "";
+  }
+
+  function setSyncLabel(data) {
+    const el = $("account-ledger-sync");
+    if (!el) return;
+    const ts = data && data.last_sync_at;
+    if (!ts) {
+      el.textContent = "尚未同步";
+      return;
+    }
+    el.textContent = "同步 " + fmtBj(Number(ts) * 1000);
+  }
+
+  function renderRows(items) {
+    const tbody = $("account-ledger-tbody");
+    if (!tbody) return;
+    if (!items || !items.length) {
+      tbody.innerHTML = '<tr><td colspan="6" class="muted">当前时间窗暂无流水</td></tr>';
+      return;
+    }
+    tbody.innerHTML = items
+      .map(function (it) {
+        const note = [it.symbol, it.note, it.raw_type].filter(Boolean).join(" · ");
+        return (
+          "<tr>" +
+          "<td>" +
+          escapeHtml(fmtBj(it.ts_ms)) +
+          "</td>" +
+          "<td>" +
+          escapeHtml(it.ccy || "") +
+          "</td>" +
+          "<td>" +
+          escapeHtml(it.kind_label || it.kind || "") +
+          "</td>" +
+          "<td>" +
+          fmtAmt(it.amount) +
+          "</td>" +
+          "<td>" +
+          escapeHtml(fmtBal(it.balance_after)) +
+          "</td>" +
+          "<td>" +
+          escapeHtml(note || "—") +
+          "</td>" +
+          "</tr>"
+        );
+      })
+      .join("");
+  }
+
+  function renderPager(data) {
+    pages = Number(data.pages || 0);
+    page = Number(data.page || 1);
+    const info = $("account-ledger-page-info");
+    const prev = $("account-ledger-prev");
+    const next = $("account-ledger-next");
+    if (info) {
+      info.textContent =
+        "第 " + page + " / " + (pages || 1) + " 页 · 共 " + (data.total || 0) + " 条 · 每页 " + PAGE_SIZE;
+    }
+    if (prev) prev.disabled = page <= 1;
+    if (next) next.disabled = !pages || page >= pages;
+  }
+
+  async function loadList(opts) {
+    const r = root();
+    if (!r) return;
+    if (loading) return;
+    loading = true;
+    const force = opts && opts.force;
+    try {
+      if (!force) setStatus("加载中…");
+      const qs = new URLSearchParams(listWindowQs());
+      qs.set("account", account);
+      qs.set("page", String(page));
+      const res = await fetch("/api/account_ledger?" + qs.toString(), {
+        credentials: "same-origin",
+      });
+      const data = await res.json().catch(function () {
+        return {};
+      });
+      if (!res.ok || data.ok === false) {
+        throw new Error(data.msg || res.statusText || "加载失败");
+      }
+      if (data.ledger_version != null) localVersion = Number(data.ledger_version) || localVersion;
+      renderRows(data.items || []);
+      renderPager(data);
+      setSyncLabel(data);
+      const winLabel = (data.window && data.window.label) || "";
+      const err = data.last_error ? " · 同步提示: " + data.last_error : "";
+      setStatus(
+        (winLabel ? "时间窗 " + winLabel + " · " : "") +
+          (account === "trading" ? "交易账户" : "资金账户") +
+          err,
+        !!data.last_error
+      );
+    } catch (e) {
+      setStatus(e.message || String(e), true);
+    } finally {
+      loading = false;
+    }
+  }
+
+  async function refreshNow() {
+    setStatus("正在从交易所同步…");
+    try {
+      const res = await fetch("/api/account_ledger/refresh", {
+        method: "POST",
+        credentials: "same-origin",
+        headers: { "Content-Type": "application/json" },
+        body: "{}",
+      });
+      const data = await res.json().catch(function () {
+        return {};
+      });
+      if (!res.ok || data.ok === false) {
+        throw new Error(data.msg || "同步失败");
+      }
+      await loadList({ force: true });
+    } catch (e) {
+      setStatus(e.message || String(e), true);
+    }
+  }
+
+  function bindUi() {
+    const r = root();
+    if (!r || r.getAttribute("data-ledger-bound") === "1") return;
+    r.setAttribute("data-ledger-bound", "1");
+    r.querySelectorAll(".account-ledger-tab").forEach(function (btn) {
+      btn.addEventListener("click", function () {
+        const acc = btn.getAttribute("data-ledger-account") || "funding";
+        if (acc === account) return;
+        account = acc;
+        page = 1;
+        r.querySelectorAll(".account-ledger-tab").forEach(function (b) {
+          const on = b.getAttribute("data-ledger-account") === account;
+          b.classList.toggle("active", on);
+          b.setAttribute("aria-selected", on ? "true" : "false");
+        });
+        loadList();
+      });
+    });
+    const prev = $("account-ledger-prev");
+    const next = $("account-ledger-next");
+    const ref = $("account-ledger-refresh");
+    if (prev)
+      prev.addEventListener("click", function () {
+        if (page > 1) {
+          page -= 1;
+          loadList();
+        }
+      });
+    if (next)
+      next.addEventListener("click", function () {
+        if (!pages || page < pages) {
+          page += 1;
+          loadList();
+        }
+      });
+    if (ref) ref.addEventListener("click", refreshNow);
+  }
+
+  function connectSse() {
+    if (es) {
+      try {
+        es.close();
+      } catch (_) {}
+      es = null;
+    }
+    if (typeof EventSource === "undefined") return;
+    try {
+      es = new EventSource("/api/account_ledger/stream");
+      es.addEventListener("ledger", function (ev) {
+        let data = {};
+        try {
+          data = JSON.parse(ev.data || "{}");
+        } catch (_) {}
+        const ver = Number(data.ledger_version || 0);
+        if (ver && ver !== localVersion) {
+          localVersion = ver;
+          loadList({ force: true });
+        }
+      });
+      es.onerror = function () {
+        try {
+          es.close();
+        } catch (_) {}
+        es = null;
+        if (reconnectTimer) clearTimeout(reconnectTimer);
+        reconnectTimer = setTimeout(connectSse, 5000);
+      };
+    } catch (_) {}
+  }
+
+  function boot() {
+    const r = root();
+    if (!r) return;
+    bindUi();
+    if (!booted) {
+      booted = true;
+      connectSse();
+    }
+    loadList();
+  }
+
+  function onTabActivated(tab) {
+    if (tab !== "account_ledger") return;
+    boot();
+  }
+
+  global.AccountLedgerPage = {
+    boot: boot,
+    onTabActivated: onTabActivated,
+    reload: function () {
+      page = 1;
+      loadList();
+    },
+  };
+
+  document.addEventListener("DOMContentLoaded", function () {
+    const page =
+      (document.body && document.body.getAttribute("data-page")) ||
+      (document.body && document.body.getAttribute("data-initial-tab")) ||
+      "";
+    if (page === "account_ledger" || root()) {
+      // embed 延后到 tab 激活;独立页直接 boot
+      if (!document.body || document.body.getAttribute("data-embed-shell") !== "1") {
+        boot();
+      } else if (page === "account_ledger") {
+        boot();
+      }
+    }
+  });
+
+  document.addEventListener("instance-embed-tab-activated", function (ev) {
+    const tab = ev && ev.detail && ev.detail.tab;
+    onTabActivated(tab);
+  });
+})(window);

lib/common/static/form_submit_guard.js

@@ -35,7 +35,8 @@
         delete form.dataset.submitGuard;
         form.classList.remove("is-form-submitting");
         submitButtons(form).forEach(function (btn) {
-            btn.disabled = false;
+            // 风控灰显(开仓门禁)保持禁用
+            btn.disabled = btn.classList.contains("is-blocked");
             var orig = btn.dataset.submitGuardOrig;
             if (orig !== undefined) {
                 if (btn.tagName === "BUTTON") btn.textContent = orig;

lib/common/static/instance_embed.js

@@ -5,6 +5,7 @@
 (function (global) {
   const TAB_PATH = {
     dashboard: "/dashboard",
+    account_ledger: "/account_ledger",
     key_monitor: "/key_monitor",
     trade: "/trade",
     strategy: "/strategy",
@@ -114,6 +115,9 @@
     if (tab === "dashboard" && global.InstanceDashboard && typeof global.InstanceDashboard.init === "function") {
       global.InstanceDashboard.init(!!revisit);
     }
+    if (tab === "account_ledger" && global.AccountLedgerPage && typeof global.AccountLedgerPage.boot === "function") {
+      global.AccountLedgerPage.boot();
+    }
     if (!revisit && tab === "strategy" && typeof global.initStrategyRollForm === "function") {
       global.initStrategyRollForm();
     }
@@ -284,7 +288,7 @@
       setSettingsSubTabInUrl("transfer");
       return "transfer";
     }
-    if (path.indexOf("/api/options/transfer") >= 0 || path.indexOf("/api/options/cross-transfer") >= 0) {
+    if (path.indexOf("/api/options/transfer") >= 0) {
       setSettingsSubTabInUrl("options_transfer");
       return "options_transfer";
     }
@@ -294,6 +298,7 @@
   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 +22,37 @@
         .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;display:flex;flex-wrap:wrap;align-items:center;gap:10px 14px}
+        .order-monitor-form .om-submit{min-width:11rem;padding:10px 18px;font-weight:600}
+        .order-monitor-form .om-submit.is-blocked,
+        .order-monitor-form .om-submit:disabled{
+            opacity:.45;
+            cursor:not-allowed;
+            filter:grayscale(.35);
+            pointer-events:none;
+        }
+        .order-monitor-form .om-open-block-note{
+            color:var(--danger,#ff7b7b);
+            font-size:13px;
+            line-height:1.4;
+            max-width:min(28rem,100%);
+        }
         .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}
@@ -196,6 +225,13 @@
         .inst-stats-details>summary{cursor:pointer;font-size:.84rem;color:#9aa3bf;padding:8px 0;user-select:none;list-style-position:inside}
         .inst-stats-details>summary::-webkit-details-marker{color:#6d7689}
         .inst-stats-details[open]>summary{margin-bottom:6px;color:#cfd3ef}
+        .inst-stats-month-table-wrap{overflow:auto;-webkit-overflow-scrolling:touch}
+        .inst-stats-month-table{width:100%;border-collapse:collapse;font-size:.8rem;font-variant-numeric:tabular-nums}
+        .inst-stats-month-table th,.inst-stats-month-table td{padding:8px 10px;text-align:right;border-bottom:1px solid #2a3348;white-space:nowrap}
+        .inst-stats-month-table th:first-child,.inst-stats-month-table td:first-child{text-align:left}
+        .inst-stats-month-table th{color:#8892b0;font-weight:600;font-size:.72rem}
+        .inst-stats-month-table td{color:#e8ecf4}
+        .inst-stats-month-table tbody tr:last-child td{border-bottom:none}
         @media (max-width:640px){.inst-stats-kpis{grid-template-columns:1fr}.inst-stats-risk-grid{grid-template-columns:1fr}}
         .key-history{margin-top:12px;padding-top:10px;border-top:1px solid #2a3150}
         .key-history h3{font-size:.88rem;color:#b8c4ff;margin-bottom:6px}

lib/common/static/instance_settings_prefs.js

@@ -20,7 +20,11 @@
   }
 
   /** 默认关闭的导航开关:缺失时按 false,不能用 !== false */
-  const NAV_DEFAULT_OFF = { show_nav_dashboard: true, show_nav_system_guide: true };
+  const NAV_DEFAULT_OFF = {
+    show_nav_dashboard: true,
+    show_nav_account_ledger: true,
+    show_nav_system_guide: true,
+  };
 
   function navPrefShow(display, key) {
     if (!key) return true;
@@ -31,6 +35,7 @@
   function applyDisplayToNav(display) {
     const map = {
       dashboard: "show_nav_dashboard",
+      account_ledger: "show_nav_account_ledger",
       key_monitor: "show_nav_key_monitor",
       trade: "show_nav_trade",
       strategy: "show_nav_strategy",
@@ -66,6 +71,7 @@
     const d = DISPLAY();
     const map = {
       dashboard: "show_nav_dashboard",
+      account_ledger: "show_nav_account_ledger",
       key_monitor: "show_nav_key_monitor",
       trade: "show_nav_trade",
       strategy: "show_nav_strategy",
@@ -311,7 +317,9 @@
     const panelsWrap = document.createElement("div");
     panelsWrap.className = "env-config-panels";
     panelsWrap.id = "env-config-grid";
+    let modeSectionIdx = 0;
     groups.forEach((group, idx) => {
+      if ((group.title || "").indexOf("期权/对冲模式") >= 0) modeSectionIdx = idx;
       const label = document.createElement("label");
       label.className = "env-tab-btn";
       label.htmlFor = "env-sec-" + idx;
@@ -335,9 +343,40 @@
     });
     body.appendChild(tabBar);
     body.appendChild(panelsWrap);
+    body.dataset.envModeSectionIdx = String(modeSectionIdx);
+    bindTradeModeAutoRefresh(body);
     return body;
   }
 
+  function bindTradeModeAutoRefresh(body) {
+    const modeSel = body.querySelector('.env-field-input[data-env-key="OKX_TRADE_MODE"]');
+    if (!modeSel || modeSel.dataset.modeRefreshBound === "1") return;
+    modeSel.dataset.modeRefreshBound = "1";
+    modeSel.addEventListener("change", async () => {
+      const status = document.getElementById("env-config-status");
+      const nextMode = modeSel.value;
+      setStatus(status, "切换交易模式并刷新配置…");
+      try {
+        await fetchJson("/api/settings/env", {
+          method: "POST",
+          headers: { "Content-Type": "application/json" },
+          body: JSON.stringify({ values: { OKX_TRADE_MODE: nextMode } }),
+        });
+        await loadEnvConfig(true);
+        const page = envConfigRoot() || document.querySelector(".env-config-page");
+        const newBody = page && page.querySelector("#env-config-body");
+        const idx = newBody && newBody.dataset.envModeSectionIdx;
+        if (idx != null) {
+          const radio = document.getElementById("env-sec-" + idx);
+          if (radio) radio.checked = true;
+        }
+        setStatus(status, "交易模式已切换为当前选项,配置区已刷新");
+      } catch (e) {
+        setStatus(status, e.message || "切换失败", true);
+      }
+    });
+  }
+
   async function loadEnvConfig(force) {
     const root = envConfigRoot();
     const body = root && root.querySelector("#env-config-body");
@@ -395,10 +434,10 @@
         setStatus(status, "已保存,正在重启实例…");
         await restartInstance();
         setStatus(status, "保存并重启完成");
-        await loadEnvConfig();
+        await loadEnvConfig(true);
       } else {
         setStatus(status, "已保存(即时生效项已应用)");
-        await loadEnvConfig();
+        await loadEnvConfig(true);
       }
     } catch (e) {
       setStatus(status, e.message || "保存失败", true);
@@ -501,6 +540,9 @@
     bindEvents();
     loadDisplayPrefsForm(false);
     loadEnvConfig(false);
+    const root = envConfigRoot();
+    const body = root && root.querySelector("#env-config-body");
+    if (body) bindTradeModeAutoRefresh(body);
     if (global.__INSTANCE_DISPLAY__) applyDisplayToNav(global.__INSTANCE_DISPLAY__);
   }
 

lib/common/static/instance_stats.js

@@ -1,7 +1,7 @@
 (function (global) {
   "use strict";
 
-  var PERIODS = ["day", "week", "month"];
+  var PERIODS = ["day", "week", "month", "all"];
 
   function statsSegmentSelect() {
     return document.getElementById("stats-segment-select");

lib/common/static/instance_theme.css

@@ -859,6 +859,13 @@ html[data-theme="light"] .inst-stats-details > summary {
 html[data-theme="light"] .inst-stats-details[open] > summary {
   color: #0d4a7a !important;
 }
+html[data-theme="light"] .inst-stats-month-table th {
+  color: #4a6078 !important;
+}
+html[data-theme="light"] .inst-stats-month-table td {
+  color: #142232 !important;
+  border-bottom-color: #d0dae4 !important;
+}
 
 html[data-theme="light"] .key-history {
   border-top-color: #d0dae4 !important;
@@ -1959,6 +1966,15 @@ 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;
 }
@@ -3122,6 +3138,15 @@ html[data-theme="light"] .settings-side-export-label {
   font-variant-numeric: tabular-nums;
   white-space: nowrap;
 }
+.opt-chain-lev {
+  font-variant-numeric: tabular-nums;
+  white-space: nowrap;
+  font-weight: 600;
+  color: #b8c8ff;
+}
+html[data-theme="light"] .opt-chain-lev {
+  color: #1a4a8a;
+}
 .opt-be-dist-up {
   color: #5ee89a;
 }
@@ -3445,6 +3470,34 @@ html[data-theme="light"] .opt-be-dist-down {
   font-size: 0.74rem;
   line-height: 1.4;
 }
+.hedge-plan-page-wrap .hp-po-mode-badge {
+  display: inline-block;
+  margin-right: 6px;
+  padding: 2px 8px;
+  border-radius: 6px;
+  font-size: 0.78rem;
+  font-weight: 700;
+  letter-spacing: 0.02em;
+  color: #c4b5fd;
+  background: rgba(139, 92, 246, 0.22);
+  border: 1px solid rgba(167, 139, 250, 0.35);
+  vertical-align: middle;
+}
+.hedge-plan-page-wrap .hp-po-mode-badge.is-insurance {
+  color: #93c5fd;
+  background: rgba(59, 130, 246, 0.18);
+  border-color: rgba(96, 165, 250, 0.35);
+}
+.hedge-plan-page-wrap .hp-po-section {
+  margin: 8px 0 10px;
+}
+.hedge-plan-page-wrap .hp-po-section-title {
+  margin: 0 0 6px;
+  font-size: 0.8rem;
+  font-weight: 650;
+  color: #c5cdd9;
+  letter-spacing: 0.02em;
+}
 .hedge-plan-page-wrap .hp-po-fields {
   display: grid;
   grid-template-columns: 1fr 1fr;
@@ -3455,6 +3508,121 @@ html[data-theme="light"] .opt-be-dist-down {
   background: rgba(255, 255, 255, 0.03);
   border: 1px solid rgba(255, 255, 255, 0.06);
 }
+.hedge-plan-page-wrap .hp-po-fields--section {
+  margin: 0;
+}
+.hedge-plan-page-wrap .hp-po-fields--capital {
+  grid-template-columns: repeat(3, minmax(0, 1fr));
+}
+.hedge-plan-page-wrap .hp-po-fields--select {
+  grid-template-columns: repeat(4, minmax(0, 1fr));
+  align-items: end;
+}
+.hedge-plan-page-wrap .hp-po-field--type {
+  min-width: 0;
+}
+.hedge-plan-page-wrap .hp-po-field--type select {
+  width: 100%;
+  min-width: 0;
+  box-sizing: border-box;
+}
+.hedge-plan-page-wrap .hp-plan-watching {
+  color: #fbbf24;
+  font-weight: 650;
+}
+@media (max-width: 720px) {
+  .hedge-plan-page-wrap .hp-po-fields--capital,
+  .hedge-plan-page-wrap .hp-po-fields--select {
+    grid-template-columns: 1fr 1fr;
+  }
+  .hedge-plan-page-wrap .hp-po-field--type {
+    grid-column: 1 / -1;
+  }
+  .hedge-plan-page-wrap .hp-po-type-seg {
+    flex-wrap: wrap;
+  }
+}
+.hedge-plan-page-wrap .hp-po-right-card {
+  display: flex;
+  flex-direction: column;
+  min-width: 0;
+  min-height: 0;
+  height: 100%;
+}
+.hedge-plan-page-wrap .hp-po-right-stack {
+  display: flex;
+  flex-direction: column;
+  gap: 10px;
+  min-width: 0;
+  min-height: 0;
+  flex: 1 1 auto;
+}
+.hedge-plan-page-wrap .hp-po-inner-card {
+  margin: 0;
+  padding: 10px 12px;
+  border-radius: 8px;
+  background: rgba(255, 255, 255, 0.03);
+  border: 1px solid rgba(255, 255, 255, 0.08);
+  min-width: 0;
+  min-height: 0;
+}
+.hedge-plan-page-wrap .hp-po-inner-card > h2 {
+  margin: 0 0 8px;
+  font-size: 0.95rem;
+}
+.hedge-plan-page-wrap .hp-po-action-row {
+  margin-top: auto;
+  padding-top: 10px;
+  align-items: center;
+  justify-content: space-between;
+  flex-wrap: wrap;
+  gap: 8px;
+}
+.hedge-plan-page-wrap .hp-po-strategy-status {
+  font-size: 0.86rem;
+  font-weight: 700;
+  letter-spacing: 0.02em;
+  min-height: 1.2em;
+}
+.hedge-plan-page-wrap .hp-po-strategy-status.is-watching {
+  color: #fbbf24;
+}
+.hedge-plan-page-wrap .hp-po-strategy-status.is-holding {
+  color: #3dd68c;
+}
+.hedge-plan-page-wrap .hp-po-strategy-status.is-idle {
+  color: #6b7388;
+  font-weight: 500;
+}
+.hedge-plan-page-wrap .hp-po-quote-head {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  margin-bottom: 4px;
+}
+.hedge-plan-page-wrap .hp-po-ins-money {
+  display: inline-flex;
+  flex-wrap: wrap;
+  gap: 6px;
+}
+.hedge-plan-page-wrap .hp-po-ins-money[hidden],
+.hedge-plan-page-wrap .hp-po-ins-money.hidden {
+  display: none !important;
+}
+/* display:grid 会盖掉 [hidden];模式切换必须显式 none */
+.hedge-plan-page-wrap .hp-po-fields.hidden,
+.hedge-plan-page-wrap .hp-po-fields[hidden],
+.hedge-plan-page-wrap #hp-po-fields-option-primary.hidden,
+.hedge-plan-page-wrap #hp-po-fields-option-primary[hidden] {
+  display: none !important;
+}
+.hedge-plan-page-wrap .hp-strike-table-wrap--6 {
+  max-height: 280px;
+  min-height: 200px;
+  overflow-y: auto;
+  margin-top: 4px;
+  flex: 1 1 auto;
+}
 .hedge-plan-page-wrap .hp-po-field {
   display: flex;
   flex-direction: column;
@@ -3618,7 +3786,10 @@ html[data-theme="light"] .opt-be-dist-down {
 }
 .hedge-plan-page-wrap .hp-uly-btn,
 .hedge-plan-page-wrap .hp-uly-btn-oo,
-.hedge-plan-page-wrap .hp-money-btn {
+.hedge-plan-page-wrap .hp-money-btn,
+.hedge-plan-page-wrap .hp-oo-money-btn,
+.hedge-plan-page-wrap .hp-oo-recommend-btn,
+.hedge-plan-page-wrap .hp-oo-expand-btn {
   min-width: 52px;
   font-weight: 600;
   border: 1px solid rgba(255, 255, 255, 0.14);
@@ -3627,11 +3798,34 @@ html[data-theme="light"] .opt-be-dist-down {
 }
 .hedge-plan-page-wrap .hp-uly-btn.active,
 .hedge-plan-page-wrap .hp-uly-btn-oo.active,
-.hedge-plan-page-wrap .hp-money-btn.active {
-  color: #0b1220;
-  background: linear-gradient(180deg, #ffffff 0%, #9ec0ff 100%);
-  border-color: #fff;
-  box-shadow: 0 0 0 2px rgba(100, 160, 255, 0.5);
+.hedge-plan-page-wrap .hp-money-btn.active,
+.hedge-plan-page-wrap .hp-oo-money-btn.is-selected,
+.hedge-plan-page-wrap .hp-oo-money-btn.active,
+.hedge-plan-page-wrap .hp-oo-recommend-btn.is-selected,
+.hedge-plan-page-wrap .hp-oo-recommend-btn.active,
+.hedge-plan-page-wrap .hp-oo-expand-btn.is-selected,
+.hedge-plan-page-wrap .hp-oo-expand-btn.active {
+  border-color: var(--accent, #00d4ff);
+  color: var(--text, #fff);
+  background: rgba(0, 212, 255, 0.16);
+  box-shadow: inset 0 0 0 1px rgba(0, 212, 255, 0.35);
+  font-weight: 700;
+}
+.hedge-plan-page-wrap .hp-oo-money-btn .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-recommend-btn .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-expand-btn .hp-oo-check {
+  display: none;
+  margin-right: 4px;
+  font-weight: 700;
+}
+.hedge-plan-page-wrap .hp-oo-money-btn.is-selected .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-money-btn.active .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-recommend-btn.is-selected .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-recommend-btn.active .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-expand-btn.is-selected .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-expand-btn.active .hp-oo-check {
+  display: inline;
+  color: var(--accent, #00d4ff);
 }
 .hedge-plan-page-wrap .hp-money-hint {
   font-size: 0.68rem;
@@ -3651,20 +3845,36 @@ html[data-theme="light"] .opt-be-dist-down {
   min-height: 26px;
 }
 .hedge-plan-page-wrap .hp-opt-toolbar .btn-secondary,
-.hedge-plan-page-wrap .hp-opt-toolbar .hp-money-btn {
+.hedge-plan-page-wrap .hp-opt-toolbar .hp-money-btn,
+.hedge-plan-page-wrap .hp-oo-money-btn,
+.hedge-plan-page-wrap .hp-oo-recommend-btn,
+.hedge-plan-page-wrap .hp-oo-expand-btn {
   padding: 3px 8px;
   min-height: 26px;
   font-size: 0.72rem;
 }
-/* 视口约 5 行数据 + 表头；超出表内滚动 */
-.hedge-plan-page-wrap .hp-strike-table-wrap--5,
-.hedge-plan-page-wrap .options-strike-table-wrap--t {
+/* 永期期权列表:视口约 5 行 + 表头,超出滚动 */
+.hedge-plan-page-wrap .hp-strike-table-wrap--5 {
   max-height: 248px;
   min-height: 248px;
   overflow-y: auto;
   margin-top: 4px;
   flex: 1 1 auto;
 }
+/* 期期 T 型:默认 3+3 一页展示,无下滑框 */
+.hedge-plan-page-wrap .hp-oo-table-wrap {
+  max-height: none;
+  min-height: 0;
+  overflow: visible;
+  margin-top: 4px;
+  flex: 0 0 auto;
+}
+.hedge-plan-page-wrap .opt-chain-lev,
+.hedge-plan-page-wrap .hp-oo-table-wrap .opt-chain-lev {
+  text-align: center;
+  white-space: nowrap;
+  font-variant-numeric: tabular-nums;
+}
 .hedge-plan-page-wrap .hp-opt-bal-line {
   margin-top: 4px;
 }
@@ -3682,6 +3892,25 @@ html[data-theme="light"] .opt-be-dist-down {
   display: flex;
   flex-direction: column;
 }
+.hedge-plan-page-wrap #hp-po-layout {
+  align-items: stretch;
+}
+.hedge-plan-page-wrap #hp-po-layout > .card {
+  align-self: stretch;
+}
+.hedge-plan-page-wrap .hp-po-right-stack > .hp-po-perp-quote-card {
+  height: auto;
+  flex: 0 0 auto;
+}
+.hedge-plan-page-wrap .hp-po-right-stack > .hp-opt-card {
+  flex: 1 1 auto;
+  display: flex;
+  flex-direction: column;
+  min-height: 0;
+}
+.hedge-plan-page-wrap .hp-po-right-stack > .hp-opt-card .hp-strike-table-wrap--6 {
+  flex: 1 1 auto;
+}
 .hedge-plan-page-wrap .hp-action-row {
   margin-top: 10px;
   gap: 8px;
@@ -3704,6 +3933,20 @@ html[data-theme="light"] .opt-be-dist-down {
 .hedge-plan-page-wrap .opt-row-selected td {
   background: rgba(90, 140, 255, 0.18);
 }
+.hedge-plan-page-wrap .hp-oo-pick.is-selected,
+.hedge-plan-page-wrap .hp-oo-pick.active {
+  border-color: var(--accent, #00d4ff);
+  color: var(--text, #fff);
+  background: rgba(0, 212, 255, 0.22);
+  box-shadow: inset 0 0 0 1px rgba(0, 212, 255, 0.45), 0 0 0 2px rgba(0, 212, 255, 0.2);
+  font-weight: 700;
+}
+.hedge-plan-page-wrap .hp-oo-side-selected {
+  background: rgba(0, 212, 255, 0.12);
+}
+.hedge-plan-page-wrap tr.hp-oo-row-selected td.opt-t-strike {
+  color: var(--accent, #00d4ff);
+}
 .hedge-plan-page-wrap .hp-tab-panel.hidden,
 .hedge-plan-page-wrap .hp-tab-panel[hidden] {
   display: none !important;
@@ -3868,10 +4111,17 @@ html[data-theme="light"] .hedge-plan-page-wrap .hp-tab.active {
 }
 html[data-theme="light"] .hedge-plan-page-wrap .hp-uly-btn.active,
 html[data-theme="light"] .hedge-plan-page-wrap .hp-uly-btn-oo.active,
-html[data-theme="light"] .hedge-plan-page-wrap .hp-money-btn.active {
+html[data-theme="light"] .hedge-plan-page-wrap .hp-money-btn.active,
+html[data-theme="light"] .hedge-plan-page-wrap .hp-oo-money-btn.is-selected,
+html[data-theme="light"] .hedge-plan-page-wrap .hp-oo-money-btn.active,
+html[data-theme="light"] .hedge-plan-page-wrap .hp-oo-recommend-btn.is-selected,
+html[data-theme="light"] .hedge-plan-page-wrap .hp-oo-recommend-btn.active,
+html[data-theme="light"] .hedge-plan-page-wrap .hp-oo-expand-btn.is-selected,
+html[data-theme="light"] .hedge-plan-page-wrap .hp-oo-expand-btn.active {
   color: #0b1220;
   background: linear-gradient(180deg, #ffffff 0%, #b9d2ff 100%);
   border-color: #2f6fed;
+  box-shadow: 0 0 0 2px rgba(47, 111, 237, 0.25);
 }
 html[data-theme="light"] .hedge-plan-page-wrap .hp-placeholder {
   border-color: rgba(15, 23, 42, 0.18);
@@ -5680,6 +5930,36 @@ 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/common/static/open_submit_gate.js

@@ -0,0 +1,55 @@
+/**
+ * 实盘下单监控:开仓按钮灰显 + 旁注(强制清仓/冷静期/日冻结等).
+ */
+(function (global) {
+  function apply(data) {
+    const d = data || {};
+    const btn =
+      document.getElementById("om-submit-btn") ||
+      document.querySelector("#add-order-form button.om-submit");
+    const noteEl = document.getElementById("om-open-block-note");
+    if (!btn && !noteEl) return;
+
+    const canTrade = d.can_trade !== false;
+    let note = (d.open_block_note || "").trim();
+    const fc = d.force_close || {};
+    const rs = d.risk_status || {};
+    if (!note && fc.enabled && fc.executing) {
+      const grace = fc.grace_minutes != null ? fc.grace_minutes : 5;
+      note =
+        "强制清仓窗口内(北京时间 " +
+        (fc.hour_label || "--:--") +
+        " 起 " +
+        grace +
+        " 分钟),暂不可开仓";
+    }
+    if (!note && rs.can_trade === false && rs.reason) {
+      note = String(rs.reason);
+    }
+    if (!note && !canTrade) {
+      note = "当前不可开仓";
+    }
+
+    if (btn) {
+      btn.disabled = !canTrade;
+      btn.classList.toggle("is-blocked", !canTrade);
+      btn.setAttribute("aria-disabled", canTrade ? "false" : "true");
+      if (!canTrade) {
+        btn.title = note || "当前不可开仓";
+      } else {
+        btn.removeAttribute("title");
+      }
+    }
+    if (noteEl) {
+      if (!canTrade && note) {
+        noteEl.hidden = false;
+        noteEl.textContent = note;
+      } else {
+        noteEl.hidden = true;
+        noteEl.textContent = "";
+      }
+    }
+  }
+
+  global.OpenSubmitGate = { apply: apply };
+})(window);

lib/common/static/options_panel.js

@@ -37,9 +37,15 @@
   let selectSeq = 0;
   let refreshAllTimer = null;
   let pendingRefreshTimer = null;
+  let chainSoftTimer = null;
+  let lastChainSoftAt = 0;
+  let chainQuotedAt = 0;
+  let chainLoadInFlight = false;
   let pendingTtlSeconds = 600;
   const POSITIONS_STALE_MS = 45000;
   const PENDING_POLL_MS = 8000;
+  /** 链卖一/买一静默刷新节流:无推送,靠拉;过密会撞 OKX 50011 */
+  const CHAIN_SOFT_POLL_MS = 15000;
   const orderPanelHome = (function () {
     const host = document.getElementById("opt-order-panel-host");
     return host ? host.parentElement : null;
@@ -321,7 +327,7 @@
     [
       "opt-sheets-amount",
       "opt-eth-amount",
-      "opt-target-idx",
+      "opt-profit-rr",
     ].forEach(function (id) {
       harden(document.getElementById(id));
     });
@@ -341,7 +347,7 @@
   }
 
   function strikeTableColspan() {
-    return state.chainView === "t" ? 9 : 8;
+    return 9;
   }
 
   function syncChainViewUI() {
@@ -352,7 +358,7 @@
     const typeGroup = document.getElementById("opt-type-btn-group");
     if (typeGroup) typeGroup.hidden = isT;
     const expandWrap = document.getElementById("opt-strike-expand-wrap");
-    if (expandWrap) expandWrap.hidden = !isT;
+    if (expandWrap) expandWrap.hidden = false;
     const headList = document.getElementById("opt-strike-head-list");
     const headT = document.getElementById("opt-strike-head-t");
     const headTCols = document.getElementById("opt-strike-head-t-cols");
@@ -472,16 +478,59 @@
     });
   }
 
+  // 默认窗口:平值 + 实值 3 档 + 虚值 3 档(T 型按行权价 ATM±3)
+  const DEFAULT_ATM_SIDE = 3;
+
   function sliceAtmWindow(rows, indexPx) {
     if (state.strikeExpandAll || !rows.length) return rows;
     const atmStrike = findAtmStrike(rows, indexPx);
     const idx = rows.findIndex(function (r) { return Number(r.strike) === Number(atmStrike); });
-    if (idx < 0) return rows.slice(0, Math.min(rows.length, 11));
-    const start = Math.max(0, idx - 5);
-    const end = Math.min(rows.length, idx + 6);
+    const side = DEFAULT_ATM_SIDE;
+    if (idx < 0) return rows.slice(0, Math.min(rows.length, side * 2 + 1));
+    const start = Math.max(0, idx - side);
+    const end = Math.min(rows.length, idx + side + 1);
     return rows.slice(start, end);
   }
 
+  function sliceListByMoneyness(list) {
+    if (state.strikeExpandAll || !list.length) return list;
+    const sorted = list.slice().sort(function (a, b) {
+      return Number(a.strike) - Number(b.strike);
+    });
+    const itm = [];
+    const atm = [];
+    const otm = [];
+    sorted.forEach(function (c) {
+      const m = String(c.moneyness || "").toLowerCase();
+      if (m === "atm") atm.push(c);
+      else if (m === "itm") itm.push(c);
+      else if (m === "otm") otm.push(c);
+    });
+    if (!atm.length && !itm.length && !otm.length) {
+      const indexPx = state.chain && state.chain.index_px;
+      return sliceAtmWindow(
+        sorted.map(function (c) { return { strike: c.strike, _c: c }; }),
+        indexPx
+      ).map(function (r) { return r._c; });
+    }
+    const n = DEFAULT_ATM_SIDE;
+    const isPut = String(state.optType || "").toUpperCase() === "P";
+    // Call: ITM 在下方取靠近 ATM 的末 N;OTM 取前 N。Put 相反。
+    const pickedItm = isPut ? itm.slice(0, n) : itm.slice(-n);
+    const pickedOtm = isPut ? otm.slice(-n) : otm.slice(0, n);
+    return pickedItm.concat(atm, pickedOtm).sort(function (a, b) {
+      return Number(a.strike) - Number(b.strike);
+    });
+  }
+
+  function strikeWindowHintHtml(cols) {
+    return (
+      '<td colspan="' +
+      cols +
+      '" class="muted opt-strike-hint">默认显示平值 + 实值3档 + 虚值3档 · 勾选「展开全部」查看该到期全部行权价</td>'
+    );
+  }
+
   function straddleAskPerUnit(callAsk, putAsk) {
     const c = Number(callAsk);
     const p = Number(putAsk);
@@ -589,6 +638,15 @@
     if (el) el.textContent = fmt(buf, 2);
   }
 
+  function fmtChainQuotedAt() {
+    if (!chainQuotedAt) return "";
+    const d = new Date(chainQuotedAt);
+    const pad = function (n) {
+      return n < 10 ? "0" + n : String(n);
+    };
+    return pad(d.getHours()) + ":" + pad(d.getMinutes()) + ":" + pad(d.getSeconds());
+  }
+
   function renderIndexLine() {
     const idx = state.chain && state.chain.index_px;
     const dte = state.chain && state.chain.chain_max_dte_days;
@@ -602,12 +660,37 @@
     const line = document.getElementById("opt-index-line");
     if (line) {
       const liqHint = askLiqFilterOn() ? "仅显示卖一深度≥1张" : "显示全部卖一(含估算~)";
+      const ageHint = chainQuotedAt ? " · 链报价 " + fmtChainQuotedAt() + "（约每15s静默刷新）" : "";
       line.textContent =
         "指数 " + state.underlying + " ≈ " + fmt(idx, 2) +
-        " · 默认最近一期 · " + liqHint + " · 实值含平值 · 虚值=价外";
+        " · 默认最近一期 · " + liqHint + " · 实值含平值 · 虚值=价外" + ageHint;
     }
   }
 
+  function softRefreshChainThrottled(force) {
+    if (document.hidden) return;
+    if (!document.getElementById("options-root")) return;
+    if (chainLoadInFlight) return;
+    const now = Date.now();
+    if (!force && now - lastChainSoftAt < CHAIN_SOFT_POLL_MS) return;
+    lastChainSoftAt = now;
+    void loadChain({ soft: true });
+  }
+
+  function startChainSoftPoll() {
+    if (chainSoftTimer) return;
+    chainSoftTimer = setInterval(function () {
+      if (!document.getElementById("options-root")) {
+        if (chainSoftTimer) {
+          clearInterval(chainSoftTimer);
+          chainSoftTimer = null;
+        }
+        return;
+      }
+      softRefreshChainThrottled(false);
+    }, CHAIN_SOFT_POLL_MS);
+  }
+
   function pickNearestExpiry(exps) {
     if (!exps || !exps.length) return "";
     const now = Date.now();
@@ -710,15 +793,27 @@
 
   function netPnlFromPos(p) {
     const preview = (p && p.close_preview) || {};
+    if (preview.bid_invalid) {
+      const upl = p && p.upl != null ? Number(p.upl) : NaN;
+      return Number.isFinite(upl) ? upl : null;
+    }
     if (preview.estimated_pnl != null && !Number.isNaN(Number(preview.estimated_pnl))) {
       return Number(preview.estimated_pnl);
     }
+    const covered = Number(preview.covered_sheets);
     const recv = Number(preview.total_received);
     const prem = Number(p && p.premium_paid);
-    if (preview.total_received != null && !Number.isNaN(recv) && !Number.isNaN(prem)) {
+    if (
+      preview.total_received != null &&
+      Number.isFinite(covered) &&
+      covered > 0 &&
+      !Number.isNaN(recv) &&
+      !Number.isNaN(prem)
+    ) {
       return recv - prem;
     }
-    return null;
+    const upl = p && p.upl != null ? Number(p.upl) : NaN;
+    return Number.isFinite(upl) ? upl : null;
   }
 
   function netRoiFromPos(p, net) {
@@ -817,6 +912,20 @@
     return "约 " + Number(v).toFixed(1) + "×";
   }
 
+  /** 链上展示:指数 ÷ 卖一(每1币). */
+  function calcAskLeverage(indexPx, askPx) {
+    if (indexPx == null || askPx == null) return null;
+    const idx = Number(indexPx);
+    const ask = Number(askPx);
+    if (!Number.isFinite(idx) || !Number.isFinite(ask) || ask <= 0) return null;
+    return Math.round((idx / ask) * 10) / 10;
+  }
+
+  function fmtChainLeverage(v) {
+    if (v === null || v === undefined || Number.isNaN(Number(v))) return "—";
+    return Number(v).toFixed(1) + "×";
+  }
+
   function fmtUsdcSigned(v) {
     if (v === null || v === undefined || Number.isNaN(Number(v))) return "—";
     const n = Number(v);
@@ -825,11 +934,10 @@
   }
 
   function updateOrderEstimates() {
-    const levEl = document.getElementById("opt-order-leverage");
     const valueEl = document.getElementById("opt-est-value");
     const profitEl = document.getElementById("opt-est-profit");
-    const targetLevEl = document.getElementById("opt-est-leverage");
-    const targetEl = document.getElementById("opt-target-idx");
+    const levEl = document.getElementById("opt-order-leverage");
+    const rrEl = document.getElementById("opt-profit-rr");
     const q = state.orderQuote;
     if (!q || !q.ok || !q.can_open) {
       if (levEl) levEl.textContent = "—";
@@ -838,7 +946,6 @@
         profitEl.textContent = "—";
         profitEl.className = "v";
       }
-      if (targetLevEl) targetLevEl.textContent = "—";
       return;
     }
     const sz = q.sizing || {};
@@ -847,30 +954,19 @@
     const lev = calcContractLeverage(q.index_px, ethAmount, premium);
     if (levEl) levEl.textContent = fmtLeverage(lev);
 
-    if (valueEl && profitEl && targetEl) {
-      const targetRaw = targetEl.value;
-      if (targetRaw === "" || targetRaw == null) {
+    if (valueEl && profitEl && rrEl) {
+      const rrRaw = rrEl.value;
+      const rr = rrRaw === "" || rrRaw == null ? NaN : Number(rrRaw);
+      if (!Number.isFinite(rr) || rr <= 0 || !(Number(premium) > 0)) {
         valueEl.textContent = "—";
         profitEl.textContent = "—";
         profitEl.className = "v";
-        if (targetLevEl) targetLevEl.textContent = "—";
       } else {
-        const value = estimateExpiryValue(q.opt_type, q.strike, Number(targetRaw), ethAmount);
-        const profit = estimateExpiryProfit(q.opt_type, q.strike, Number(targetRaw), ethAmount, premium);
-        if (value == null || Number.isNaN(value)) {
-          valueEl.textContent = "—";
-        } else {
-          valueEl.textContent = fmtUsdc(value) + " USDC";
-        }
-        if (profit == null || Number.isNaN(profit)) {
-          profitEl.textContent = "—";
-          profitEl.className = "v";
-        } else {
-          profitEl.textContent = fmtUsdcSigned(profit);
-          profitEl.className = "v " + pnlCls(profit);
-        }
-        const targetLev = calcContractLeverage(Number(targetRaw), ethAmount, premium);
-        if (targetLevEl) targetLevEl.textContent = fmtLeverage(targetLev);
+        const targetProfit = Number(premium) * rr;
+        const needRecycle = Number(premium) + targetProfit;
+        valueEl.textContent = fmtUsdc(needRecycle) + " USDC";
+        profitEl.textContent = fmtUsdcSigned(targetProfit);
+        profitEl.className = "v " + pnlCls(targetProfit);
       }
     }
   }
@@ -936,7 +1032,8 @@
       state.selectedInst = null;
       return;
     }
-    const list = filterChainContracts(exp.contracts);
+    let list = filterChainContracts(exp.contracts);
+    list = sliceListByMoneyness(list);
     if (!list.length) {
       const label = moneyFilterLabel();
       const suffix = label ? label : optTypeLabel(state.optType);
@@ -946,16 +1043,26 @@
       return;
     }
     let matchedSelected = false;
+    const indexPx = state.chain && state.chain.index_px;
+    const atmStrike = findAtmStrike(
+      list.map(function (c) { return { strike: c.strike }; }),
+      indexPx
+    );
     list.forEach(function (c) {
       const tr = document.createElement("tr");
       tr.className = "opt-strike-row";
       tr.setAttribute("data-inst", c.inst_id);
       if (c.moneyness) tr.classList.add("opt-row-" + c.moneyness);
+      if (atmStrike != null && Number(c.strike) === Number(atmStrike)) {
+        tr.classList.add("opt-strike-row-atm");
+      }
+      const chainLev = calcAskLeverage(indexPx, c.ask);
       tr.innerHTML =
         "<td>" + c.strike + "</td>" +
         "<td>" + moneynessBadge(c) + "</td>" +
         "<td><code>" + c.inst_id + "</code></td>" +
         "<td class=\"opt-px-sz\">" + fmtPxSz(c.ask, c.ask_sz, c.ask_estimated) + "</td>" +
+        '<td class="opt-chain-lev">' + fmtChainLeverage(chainLev) + "</td>" +
         "<td class=\"opt-px-sz\">" + fmtPxSz(c.bid, c.bid_sz) + "</td>" +
         "<td>" + (c.expiry_be_px != null ? fmt(c.expiry_be_px, 0) : "—") + "</td>" +
         '<td class="' + distBeClass(c.dist_expiry_be) + '">' + fmtDist(c.dist_expiry_be) + "</td>" +
@@ -965,6 +1072,12 @@
       tbody.appendChild(tr);
       if (c.inst_id === prevSelected) matchedSelected = true;
     });
+    if (!state.strikeExpandAll && list.length >= 1) {
+      const hint = document.createElement("tr");
+      hint.className = "opt-strike-hint-row";
+      hint.innerHTML = strikeWindowHintHtml(cols);
+      tbody.appendChild(hint);
+    }
     finishStrikeRender(tbody, prevSelected, matchedSelected);
   }
 
@@ -1029,7 +1142,7 @@
     if (!state.strikeExpandAll && rows.length >= 1) {
       const hint = document.createElement("tr");
       hint.className = "opt-strike-hint-row";
-      hint.innerHTML = '<td colspan="' + cols + '" class="muted opt-strike-hint">默认显示 ATM ±5 档 · 勾选「展开全部」查看该到期全部行权价</td>';
+      hint.innerHTML = strikeWindowHintHtml(cols);
       tbody.appendChild(hint);
     }
     finishStrikeRender(tbody, prevSelected, matchedSelected);
@@ -1128,11 +1241,16 @@
 
   async function loadChain(opts) {
     const soft = !!(opts && opts.soft);
+    // soft 门禁必须在 seq++ 之前,否则叠刷会抬高 seq 导致 inFlight 永不清理
+    if (chainLoadInFlight && soft) return;
     const uly = state.underlying;
     const seq = ++chainLoadSeq;
     const btn = document.getElementById("opt-load-chain");
+    const hadChain = chainHasExpiries(state.chain) && state.chain.underlying === uly;
+    chainLoadInFlight = true;
     if (btn && !soft) btn.disabled = true;
-    if (!soft) {
+    // 已有链时不先清空,避免刷新白屏
+    if (!soft && !hadChain) {
       setExpirySelectStatus("加载到期日中…");
       const tbody = document.getElementById("opt-strike-tbody");
       if (tbody) {
@@ -1143,16 +1261,27 @@
     try {
       let d = null;
       let lastMsg = "";
-      for (let attempt = 0; attempt < 2; attempt++) {
+      // soft 只试 1 次,避免与 15s 轮询叠加重试打爆 OKX
+      const maxAttempts = soft ? 1 : 3;
+      for (let attempt = 0; attempt < maxAttempts; attempt++) {
         if (seq !== chainLoadSeq) return;
         d = await apiJson("/api/options/chain?underlying=" + encodeURIComponent(uly));
         if (seq !== chainLoadSeq) return;
         if (d && d.ok && chainHasExpiries(d)) break;
         lastMsg = (d && (d.msg || d.chain_error)) || "暂无到期日";
+        const rateLimited =
+          !!(d && d.rate_limited) ||
+          /50011|Too Many Requests|过于频繁/i.test(String(lastMsg || ""));
         d = null;
-        if (attempt === 0) {
-          if (!soft) setExpirySelectStatus("重试加载到期日…");
-          await new Promise(function (resolve) { setTimeout(resolve, 400); });
+        if (attempt < maxAttempts - 1) {
+          if (!soft && !hadChain) {
+            setExpirySelectStatus(
+              rateLimited ? "OKX 限频,稍后重试…" : "重试加载到期日…"
+            );
+          }
+          await new Promise(function (resolve) {
+            setTimeout(resolve, rateLimited ? 1200 * (attempt + 1) : 400);
+          });
         }
       }
       if (seq !== chainLoadSeq) return;
@@ -1167,13 +1296,19 @@
         if (soft) return;
         setExpirySelectStatus("选择到期日");
         const tbody = document.getElementById("opt-strike-tbody");
+        const friendly =
+          /50011|Too Many Requests|过于频繁/i.test(String(lastMsg || ""))
+            ? "OKX 请求过于频繁,请稍后再点「刷新链」"
+            : lastMsg || "暂无到期日,请点「刷新链」";
         if (tbody) {
           tbody.innerHTML =
-            '<tr><td colspan="' + strikeTableColspan() + '" class="muted">' +
-            (lastMsg || "暂无到期日,请点「刷新链」") +
+            '<tr><td colspan="' +
+            strikeTableColspan() +
+            '" class="muted">' +
+            friendly +
             "</td></tr>";
         }
-        alert(lastMsg || "加载到期日失败,请点「刷新链」重试");
+        alert(friendly);
         return;
       }
       const keepExp = soft ? (document.getElementById("opt-exp-select") || {}).value : "";
@@ -1181,6 +1316,8 @@
       panelCache.chain = d;
       panelCache.underlying = uly;
       panelCache.optType = state.optType;
+      chainQuotedAt = Date.now();
+      lastChainSoftAt = chainQuotedAt;
       syncAskLiqFilterFromChain(d);
       if (!soft) {
         state.selectedInst = null;
@@ -1211,7 +1348,10 @@
           "</td></tr>";
       }
     } finally {
-      if (seq === chainLoadSeq && btn) btn.disabled = false;
+      if (seq === chainLoadSeq) {
+        chainLoadInFlight = false;
+        if (btn) btn.disabled = false;
+      }
     }
   }
 
@@ -1243,15 +1383,13 @@
       } else if (mode === "sheets") {
         body.sheets = parseInt(document.getElementById("opt-sheets-amount").value, 10);
       }
-      const tgtRaw = (document.getElementById("opt-target-idx").value || "").trim();
-      if (tgtRaw !== "") {
-        const tgt = parseFloat(tgtRaw);
-        if (!Number.isFinite(tgt) || tgt <= 0) {
-          alert("目标位无效");
-          return false;
-        }
-        body.target_index = tgt;
+      const rrRaw = (document.getElementById("opt-profit-rr").value || "").trim();
+      const rr = rrRaw === "" ? 2 : parseFloat(rrRaw);
+      if (!Number.isFinite(rr) || rr <= 0) {
+        alert("盈亏比无效");
+        return false;
       }
+      body.profit_rr = rr;
       const d = await apiJson("/api/options/open", {
         method: "POST",
         headers: { "Content-Type": "application/json" },
@@ -1342,15 +1480,17 @@
     return null;
   }
 
-  function formatTargetEstimateHtml(optType, strike, targetIdx, ethAmount, premiumPaid) {
-    const value = estimateExpiryValue(optType, strike, targetIdx, ethAmount);
-    const profit = estimateExpiryProfit(optType, strike, targetIdx, ethAmount, premiumPaid);
-    if (value == null && profit == null) return "";
+  function formatRrEstimateHtml(rr, premiumPaid) {
+    const r = Number(rr);
+    const prem = Number(premiumPaid);
+    if (!Number.isFinite(r) || r <= 0 || !Number.isFinite(prem) || prem <= 0) return "";
+    const profit = Math.round(prem * r * 100) / 100;
+    const need = Math.round((prem + profit) * 100) / 100;
     let html = '<span class="opt-target-est">';
-    html += '<span class="opt-target-est-item"><span class="k">价值</span><span class="v">' +
-      (value == null ? "—" : fmtUsdc(value) + " USDC") + "</span></span>";
-    html += '<span class="opt-target-est-item"><span class="k">预估盈利</span><span class="v ' + pnlCls(profit) + '">' +
-      (profit == null ? "—" : fmtUsdcSigned(profit)) + "</span></span>";
+    html += '<span class="opt-target-est-item"><span class="k">目标盈利</span><span class="v ' + pnlCls(profit) + '">' +
+      fmtUsdcSigned(profit) + "</span></span>";
+    html += '<span class="opt-target-est-item"><span class="k">需回收</span><span class="v">' +
+      fmtUsdc(need) + " USDC</span></span>";
     html += "</span>";
     return html;
   }
@@ -1358,47 +1498,73 @@
   function renderTargetDelegateRow(p) {
     const inst = p.inst_id || "";
     const hedgeTarget = p.hedge_plan_target || null;
-    if (hedgeTarget && Number(hedgeTarget.target_index) > 0) {
-      const side = (p.opt_type || hedgeTarget.opt_type || "").toUpperCase() === "P" ? "Put ≤" : "Call ≥";
+    if (hedgeTarget && hedgeTarget.managed_by === "hedge_plan") {
+      const rr = hedgeTarget.oo_profit_rr != null ? Number(hedgeTarget.oo_profit_rr) : null;
+      const armedTxt =
+        rr != null && Number.isFinite(rr) && rr > 0
+          ? "盈亏比 ×" + fmt(rr, 2)
+          : hedgeTarget.target_index != null
+            ? "目标 " + fmt(hedgeTarget.target_index, 1)
+            : "托管中";
       return (
         '<div class="opt-target-row opt-target-row--managed">' +
         '<span class="opt-target-row-label">对冲计划</span>' +
         '<span class="opt-target-armed">计划 #' +
         hedgeTarget.plan_id +
         " · " +
-        side +
-        " " +
-        fmt(hedgeTarget.target_index, 1) +
+        armedTxt +
         "</span>" +
-        '<span class="muted opt-target-row-hint">进行中 · 由对冲计划监控，到位后仅平盈利腿</span>' +
+        '<span class="muted opt-target-row-hint">进行中 · 由对冲计划监控</span>' +
         "</div>"
       );
     }
-    const tgt = p.target_index != null && p.target_index !== "" ? Number(p.target_index) : null;
-    const armed = tgt != null && Number.isFinite(tgt) && tgt > 0;
-    const ethAmt = posEthAmount(p);
+    const rrArmed =
+      p.profit_rr != null && p.profit_rr !== ""
+        ? Number(p.profit_rr)
+        : p.target_monitor && p.target_monitor.profit_rr != null
+          ? Number(p.target_monitor.profit_rr)
+          : null;
+    const armed = rrArmed != null && Number.isFinite(rrArmed) && rrArmed > 0;
     const prem = p.premium_paid;
+    const draft =
+      state.targetDraftByInst[inst] != null
+        ? String(state.targetDraftByInst[inst])
+        : armed
+          ? String(rrArmed)
+          : "2";
     const estHtml = armed
-      ? formatTargetEstimateHtml(p.opt_type, p.strike, tgt, ethAmt, prem)
+      ? formatRrEstimateHtml(rrArmed, prem)
       : '<span class="opt-target-est opt-target-est--idle"></span>';
     return (
-      '<div class="opt-target-row" data-inst="' + inst + '"' +
-      ' data-opt-type="' + (p.opt_type || "") + '"' +
-      ' data-strike="' + (p.strike != null ? p.strike : "") + '"' +
-      ' data-eth="' + (ethAmt != null ? ethAmt : "") + '"' +
-      ' data-prem="' + (prem != null ? prem : "") + '"' +
-      ' data-armed-target="' + (armed ? tgt : "") + '">' +
+      '<div class="opt-target-row" data-inst="' +
+      inst +
+      '"' +
+      ' data-prem="' +
+      (prem != null ? prem : "") +
+      '"' +
+      ' data-armed-rr="' +
+      (armed ? rrArmed : "") +
+      '">' +
       '<span class="opt-target-row-label">委托</span>' +
-      '<input type="number" class="opt-pos-target-input" data-inst="' + inst + '" step="0.1" min="0" placeholder="监控目标指数" value="' +
-      (state.targetDraftByInst[inst] != null ? String(state.targetDraftByInst[inst]) : "") + '">' +
-      '<button type="button" class="btn-secondary opt-target-set-btn" data-inst="' + inst + '">设定</button>' +
-      '<button type="button" class="btn-secondary opt-target-cancel-btn" data-inst="' + inst + '"' + (armed ? "" : " disabled") + ">取消</button>" +
-      (armed
-        ? '<span class="opt-target-armed">目标 ' + fmt(tgt, 1) + "</span>"
-        : "") +
+      '<input type="number" class="opt-pos-target-input" data-inst="' +
+      inst +
+      '" step="0.1" min="0.1" placeholder="盈亏比" value="' +
+      draft +
+      '">' +
+      '<button type="button" class="btn-secondary opt-target-set-btn" data-inst="' +
+      inst +
+      '">设定</button>' +
+      '<button type="button" class="btn-secondary opt-target-cancel-btn" data-inst="' +
+      inst +
+      '"' +
+      (armed ? "" : " disabled") +
+      ">取消</button>" +
+      (armed ? '<span class="opt-target-armed">盈亏比 ×' + fmt(rrArmed, 2) + "</span>" : "") +
       estHtml +
       '<span class="muted opt-target-row-hint">' +
-      (armed ? "监控中 · 到位按买一限价平" : "输入后设定 · 到位按买一限价平 · 到期即止损") +
+      (armed
+        ? "监控中 · 买一浮盈达盈亏比后全平"
+        : "默认2 · 买一浮盈达盈亏比×权利金后全平 · 不达标等到期") +
       "</span>" +
       "</div>"
     );
@@ -1410,20 +1576,14 @@
     if (!est) return;
     const inp = row.querySelector(".opt-pos-target-input");
     const typed = inp ? String(inp.value || "").trim() : "";
-    const armed = row.getAttribute("data-armed-target") || "";
-    const targetRaw = typed !== "" ? typed : armed;
-    if (targetRaw === "") {
+    const armed = row.getAttribute("data-armed-rr") || "";
+    const rrRaw = typed !== "" ? typed : armed;
+    if (rrRaw === "") {
       est.className = "opt-target-est opt-target-est--idle";
       est.innerHTML = "";
       return;
     }
-    const html = formatTargetEstimateHtml(
-      row.getAttribute("data-opt-type"),
-      row.getAttribute("data-strike"),
-      targetRaw,
-      row.getAttribute("data-eth"),
-      row.getAttribute("data-prem")
-    );
+    const html = formatRrEstimateHtml(rrRaw, row.getAttribute("data-prem"));
     if (!html) {
       est.className = "opt-target-est opt-target-est--idle";
       est.innerHTML = "";
@@ -1555,9 +1715,9 @@
     const row = card ? card.querySelector(".opt-target-row") : null;
     const inp = card ? card.querySelector(".opt-pos-target-input") : null;
     const raw = inp ? String(inp.value || "").trim() : "";
-    const tgt = parseFloat(raw);
-    if (!Number.isFinite(tgt) || tgt <= 0) {
-      alert("请输入有效目标指数价");
+    const rr = raw === "" ? 2 : parseFloat(raw);
+    if (!Number.isFinite(rr) || rr <= 0) {
+      alert("请输入有效盈亏比(相对权利金,默认2)");
       return;
     }
     if (btn) btn.disabled = true;
@@ -1565,17 +1725,16 @@
       const d = await apiJson("/api/options/target", {
         method: "POST",
         headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ inst_id: inst, target_index: tgt }),
+        body: JSON.stringify({ inst_id: inst, profit_rr: rr }),
       });
       if (!d.ok) {
         alert(d.msg || "设定失败");
         return;
       }
       delete state.targetDraftByInst[inst];
-      if (inp) inp.value = "";
+      if (inp) inp.value = String(rr);
       if (row) {
-        row.setAttribute("data-armed-target", String(tgt));
-        updatePosTargetEstimate(row);
+        row.setAttribute("data-armed-rr", String(rr));
       }
       await refreshAllPositions();
     } finally {
@@ -1615,12 +1774,22 @@
     }
     box.hidden = false;
     host.innerHTML = rows.map(function (t) {
-      const side = (t.opt_type || "").toUpperCase() === "P" ? "Put ≤" : "Call ≥";
       const managed = t.managed_by === "hedge_plan";
+      let rule;
+      if (t.profit_rr != null && Number(t.profit_rr) > 0) {
+        rule = "盈亏比 ×" + fmt(t.profit_rr, 2);
+      } else if (t.oo_profit_rr != null && Number(t.oo_profit_rr) > 0) {
+        rule = "盈亏比 ×" + fmt(t.oo_profit_rr, 2);
+      } else if (t.target_index != null && Number(t.target_index) > 0) {
+        const side = (t.opt_type || "").toUpperCase() === "P" ? "Put ≤" : "Call ≥";
+        rule = side + " " + fmt(t.target_index, 1);
+      } else {
+        rule = "委托中";
+      }
       return (
         '<div class="opt-target-mon-item' + (managed ? " opt-target-mon-item--managed" : "") + '">' +
         '<code class="opt-target-mon-inst" title="' + (t.inst_id || "") + '">' + (t.inst_id || "") + "</code>" +
-        '<span class="opt-target-mon-rule">' + side + " " + fmt(t.target_index, 1) + "</span>" +
+        '<span class="opt-target-mon-rule">' + rule + "</span>" +
         (managed
           ? '<span class="opt-target-mon-managed">对冲计划 #' + (t.plan_id || "") + " · 进行中</span>"
           : '<button type="button" class="btn-secondary opt-target-mon-cancel" data-inst="' + (t.inst_id || "") + '">取消</button>') +
@@ -1801,20 +1970,23 @@
     paintPositions(list);
     const fromPos = list.reduce(function (targets, p) {
       if (!p) return targets;
-      if (p.target_index != null) {
+      if (p.profit_rr != null || p.target_index != null) {
         targets.push({
           id: p.target_monitor_id,
           inst_id: p.inst_id,
           opt_type: p.opt_type,
           target_index: p.target_index,
+          profit_rr: p.profit_rr,
         });
       }
       const hedgeTarget = p.hedge_plan_target;
-      if (hedgeTarget && hedgeTarget.target_index != null) {
+      if (hedgeTarget) {
         targets.push({
           inst_id: p.inst_id,
           opt_type: p.opt_type || hedgeTarget.opt_type,
           target_index: hedgeTarget.target_index,
+          oo_profit_rr: hedgeTarget.oo_profit_rr,
+          profit_rr: hedgeTarget.oo_profit_rr,
           plan_id: hedgeTarget.plan_id,
           managed_by: hedgeTarget.managed_by,
         });
@@ -2086,6 +2258,7 @@
     updateUnderlyingLabel();
     refreshPendingOrders();
     startPendingOrdersPoll();
+    startChainSoftPoll();
     const hasCache =
       chainHasExpiries(panelCache.chain) &&
       panelCache.underlying === state.underlying &&
@@ -2095,8 +2268,8 @@
       renderExpiries();
       renderStrikes();
       refreshAllPositions();
-      // 后台静默刷新,避免缓存过期后到期日变空
-      loadChain({ soft: true });
+      // 后台静默刷新,避免缓存过期后到期日变空 / 卖一过期
+      softRefreshChainThrottled(true);
       return;
     }
     requestAnimationFrame(function () {
@@ -2133,6 +2306,11 @@
   if (expandAllCb) {
     expandAllCb.addEventListener("change", function () {
       state.strikeExpandAll = !!expandAllCb.checked;
+      // 实值/虚值筛选下档位本来就少,展开几乎不变;勾选时切回「全部」才有意义
+      if (state.strikeExpandAll && state.moneyFilter !== "all") {
+        state.moneyFilter = "all";
+        syncMoneyFilterButtons();
+      }
       renderStrikes();
     });
   }
@@ -2195,17 +2373,17 @@
   }
   bindOrderDialogChrome();
 
-  ["opt-sheets-amount", "opt-eth-amount", "opt-target-idx"].forEach(function (id) {
+  ["opt-sheets-amount", "opt-eth-amount", "opt-profit-rr"].forEach(function (id) {
     const el = document.getElementById(id);
     if (!el) return;
     el.addEventListener("change", function () {
-      if (id === "opt-target-idx") {
+      if (id === "opt-profit-rr") {
         updateEstimatedProfit();
         return;
       }
       if (state.selectedInst) selectContract(state.selectedInst, null, true);
     });
-    if (id === "opt-target-idx") {
+    if (id === "opt-profit-rr") {
       el.addEventListener("input", updateEstimatedProfit);
     }
   });
@@ -2215,6 +2393,8 @@
   window.OptionsPanelLive = {
     refreshSoft: function () {
       refreshAllPositions();
+      // embed SSE 只通知「该拉了」,不推送链报价;这里节流拉新鲜卖一/买一
+      softRefreshChainThrottled(false);
     },
     refreshChain: loadChain,
   };

lib/common/static/options_position_cards.js

@@ -103,15 +103,27 @@
 
   function netPnlFromPos(p) {
     const preview = (p && p.close_preview) || {};
+    if (preview.bid_invalid) {
+      const upl = p && p.upl != null ? Number(p.upl) : NaN;
+      return Number.isFinite(upl) ? upl : null;
+    }
     if (preview.estimated_pnl != null && !Number.isNaN(Number(preview.estimated_pnl))) {
       return Number(preview.estimated_pnl);
     }
+    const covered = Number(preview.covered_sheets);
     const recv = Number(preview.total_received);
     const prem = Number(p && p.premium_paid);
-    if (preview.total_received != null && !Number.isNaN(recv) && !Number.isNaN(prem)) {
+    if (
+      preview.total_received != null &&
+      Number.isFinite(covered) &&
+      covered > 0 &&
+      !Number.isNaN(recv) &&
+      !Number.isNaN(prem)
+    ) {
       return recv - prem;
     }
-    return null;
+    const upl = p && p.upl != null ? Number(p.upl) : NaN;
+    return Number.isFinite(upl) ? upl : null;
   }
 
   function netRoiFromPos(p, net) {
@@ -170,9 +182,9 @@
     const pnlCells = hidePnl
       ? ""
       : '<div class="pos-cell"><span class="pos-label">净盈亏</span><span class="pos-value ' + uplCls + '">' +
-        (closePreview.bid_invalid || net == null ? "—" : fmt(net, 2)) + "</span></div>" +
+        (net == null ? "—" : fmt(net, 2)) + "</span></div>" +
         '<div class="pos-cell"><span class="pos-label">收益率</span><span class="pos-value ' + uplCls + '">' +
-        (closePreview.bid_invalid || roi == null ? "—" : fmt(roi, 2) + "%") + "</span></div>";
+        (roi == null ? "—" : fmt(roi, 2) + "%") + "</span></div>";
     return (
       '<div class="pos-card-head">' +
       '<div class="pos-card-symbol"><strong>' + (p.inst_id || "") + "</strong>" +
@@ -207,38 +219,42 @@
         const hint = closeGateHint(closePreview);
         return hint ? '<div class="muted opt-bid-invalid-hint">' + hint + "</div>" : "";
       })() +
-      (p.target_index != null
+      (p.profit_rr != null || p.target_index != null
         ? (function () {
-            const eth = p.eth_amount != null ? Number(p.eth_amount)
-              : (Number(p.pos) > 0 ? Number(p.pos) * Number(p.ct_mult || 0.01) : null);
-            const strike = Number(p.strike);
-            const tgt = Number(p.target_index);
+            const hedgeTarget = p.hedge_plan_target || null;
+            const managed = hedgeTarget && hedgeTarget.managed_by === "hedge_plan";
+            const rr =
+              managed && hedgeTarget.oo_profit_rr != null
+                ? Number(hedgeTarget.oo_profit_rr)
+                : p.profit_rr != null
+                  ? Number(p.profit_rr)
+                  : null;
             const prem = Number(p.premium_paid);
             let profit = null;
-            let value = null;
-            if (Number.isFinite(tgt) && Number.isFinite(strike) && eth > 0) {
-              const o = String(p.opt_type || "").toUpperCase();
-              const intrinsic = o === "C" ? Math.max(0, tgt - strike) : o === "P" ? Math.max(0, strike - tgt) : null;
-              if (intrinsic != null) {
-                value = Math.round(intrinsic * eth * 100) / 100;
-                if (!hidePnl && Number.isFinite(prem)) profit = Math.round((value - prem) * 100) / 100;
-              }
+            let need = null;
+            if (rr != null && Number.isFinite(rr) && rr > 0 && Number.isFinite(prem) && prem > 0) {
+              profit = Math.round(prem * rr * 100) / 100;
+              need = Math.round((prem + profit) * 100) / 100;
             }
             const profitTxt = profit == null ? "—" : ((profit > 0 ? "+" : "") + fmtUsdc(profit) + " USDC");
             const profitCls = profit > 0 ? " pnl-pos" : profit < 0 ? " pnl-neg" : "";
-            const hedgeTarget = p.hedge_plan_target || null;
-            const managed = hedgeTarget && hedgeTarget.managed_by === "hedge_plan";
             const profitSpan = hidePnl
               ? ""
-              : '<span class="pos-value' + profitCls + '">预估盈利 ' + profitTxt + "</span>";
+              : '<span class="pos-value' + profitCls + '">目标盈利 ' + profitTxt + "</span>";
+            const ruleTxt =
+              rr != null && Number.isFinite(rr) && rr > 0
+                ? "盈亏比 ×" + fmt(rr, 2)
+                : p.target_index != null
+                  ? "目标 " + fmt(p.target_index, 1)
+                  : "委托中";
             return (
               '<div class="opt-target-row opt-target-row--ro' + (managed ? " opt-target-row--managed" : "") + '">' +
               '<span class="opt-target-row-label">' + (managed ? "对冲计划 #" + hedgeTarget.plan_id : "委托") + "</span>" +
-              '<span class="pos-value">目标 ' + fmt(p.target_index, 1) + "</span>" +
-              '<span class="pos-value">价值 ' + (value == null ? "—" : fmtUsdc(value) + " USDC") + "</span>" +
+              '<span class="pos-value">' + ruleTxt + "</span>" +
+              (need != null ? '<span class="pos-value">需回收 ' + fmtUsdc(need) + " USDC</span>" : "") +
               profitSpan +
               '<span class="muted opt-target-row-hint">' +
-              (managed ? "进行中 · 由对冲计划监控，到位后仅平盈利腿" : "监控中 · 到位按买一限价平") +
+              (managed ? "进行中 · 由对冲计划监控" : "监控中 · 买一浮盈达盈亏比后全平") +
               "</span></div>"
             );
           })()

lib/common/static/options_review.js

@@ -76,6 +76,8 @@
       target_win_leg: "期期平盈利腿",
       target_up_win_leg: "期期上破·平盈利腿",
       target_down_win_leg: "期期下破·平盈利腿",
+      oo_rr_target: "期期盈亏比达标",
+      oo_rr_closing: "期期盈亏比平仓中",
       oo_rest_closing: "期期全平·清残腿中",
       oo_rest_closed: "期期全平·两腿已平",
       orphaned_after_tp: "止盈后持有至到期",
@@ -248,8 +250,22 @@
     return "持平";
   }
 
+  function tradeModeFromDom() {
+    var tabs = document.querySelector(".or-tabs");
+    return (tabs && tabs.getAttribute("data-okx-trade-mode")) || "options";
+  }
+
+  function defaultSourceForMode(mode) {
+    if (mode === "options_options") return "options_options";
+    if (mode === "perp_options") return "perp_options";
+    return "option_spot";
+  }
+
   function setActiveTab(source) {
-    activeSource = source || "option_spot";
+    var mode = tradeModeFromDom();
+    var allowed = defaultSourceForMode(mode);
+    activeSource = source || allowed;
+    if (activeSource !== allowed) activeSource = allowed;
     tradesPage = 0;
     reviewedPage = 0;
     document.querySelectorAll(".or-tab").forEach(function (btn) {
@@ -1312,7 +1328,7 @@
     hideJournalForm();
     hideDetail();
     hardenSearchAutofill();
-    setActiveTab("option_spot");
+    setActiveTab(defaultSourceForMode(tradeModeFromDom()));
   }
 
   function hardenSearchAutofill() {

lib/common/static/options_settings.js

@@ -6,7 +6,6 @@
 
   const SWAP_BTNS = ["opt-set-swap-btn", "opt-set-swap-all-btn"];
   const INT_BTNS = ["opt-set-int-btn", "opt-set-int-all-btn"];
-  const CROSS_BTNS = ["opt-set-cross-btn", "opt-set-cross-all-btn"];
 
   async function apiJson(url, opts) {
     const r = await fetch(url, Object.assign({ credentials: "same-origin" }, opts || {}));
@@ -269,80 +268,6 @@
     });
   }
 
-  async function submitCrossTransfer(amount) {
-    setButtonsBusy(CROSS_BTNS, true, "划转中…");
-    setMsg("opt-set-cross-msg", "划转中…", false);
-    try {
-      const d = await apiJson("/api/options/cross-transfer", {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({
-          ccy: document.getElementById("opt-set-cross-ccy").value,
-          amount: amount,
-          from_account: document.getElementById("opt-set-cross-from").value,
-          to_account: document.getElementById("opt-set-cross-to").value,
-          direction: document.getElementById("opt-set-cross-dir").value,
-        }),
-      });
-      if (d.ok) {
-        setMsg("opt-set-cross-msg", "划转成功", false);
-        refreshFundsAfterMutation();
-      } else {
-        setMsg("opt-set-cross-msg", "划转失败：" + (d.msg || "未知错误"), true);
-      }
-      return d;
-    } catch (e) {
-      setMsg("opt-set-cross-msg", "划转失败：" + (e.message || "网络错误"), true);
-      return { ok: false };
-    } finally {
-      setButtonsBusy(CROSS_BTNS, false);
-    }
-  }
-
-  const crossBtn = document.getElementById("opt-set-cross-btn");
-  if (crossBtn) {
-    crossBtn.addEventListener("click", async function () {
-      const amount = parseFloat(document.getElementById("opt-set-cross-amount").value);
-      if (!amount || amount <= 0) {
-        setMsg("opt-set-cross-msg", "请输入有效数量", true);
-        return;
-      }
-      await submitCrossTransfer(amount);
-    });
-  }
-
-  const crossAllBtn = document.getElementById("opt-set-cross-all-btn");
-  if (crossAllBtn) {
-    crossAllBtn.addEventListener("click", async function () {
-      try {
-        const ccy = document.getElementById("opt-set-cross-ccy").value;
-        const from = document.getElementById("opt-set-cross-from").value;
-        const to = document.getElementById("opt-set-cross-to").value;
-        const direction = document.getElementById("opt-set-cross-dir").value;
-        const scope = direction === "sub_to_main" ? "sub" : "main";
-        const sideLabel = direction === "sub_to_main" ? "子账户" : "主账户";
-        const amount = await resolveMaxAmount(from, ccy, scope);
-        if (!amount) {
-          setMsg("opt-set-cross-msg", sideLabel + "划出账户可用余额不足", true);
-          return;
-        }
-        const msg =
-          "确认全部划转？\n\n" +
-          "方向：" + (direction === "main_to_sub" ? "主 → 子" : "子 → 主") + "\n" +
-          "币种：" + ccy + "\n" +
-          "划出：" + sideLabel + " · " + accountLabel(from) + "\n" +
-          "划入：" + (direction === "main_to_sub" ? "子账户" : "主账户") + " · " + accountLabel(to) + "\n" +
-          "金额：" + fmtAmt(amount, ccy) + "\n\n" +
-          "将划转该账户全部可用余额。";
-        if (!confirmOk(msg)) return;
-        document.getElementById("opt-set-cross-amount").value = String(amount);
-        await submitCrossTransfer(amount);
-      } catch (e) {
-        setMsg("opt-set-cross-msg", "划转失败：" + (e.message || "余额拉取失败"), true);
-      }
-    });
-  }
-
   function hardenAmountAutofill(ids) {
     ids.forEach(function (id) {
       const el = document.getElementById(id);
@@ -366,7 +291,7 @@
   }
 
   // 全部划转/兑换前去掉 readonly,避免写不进数量
-  ["opt-set-swap-all-btn", "opt-set-int-all-btn", "opt-set-cross-all-btn"].forEach(function (btnId) {
+  ["opt-set-swap-all-btn", "opt-set-int-all-btn"].forEach(function (btnId) {
     const btn = document.getElementById(btnId);
     if (!btn) return;
     btn.addEventListener(
@@ -375,7 +300,6 @@
         const map = {
           "opt-set-swap-all-btn": "opt-set-swap-amount",
           "opt-set-int-all-btn": "opt-set-int-amount",
-          "opt-set-cross-all-btn": "opt-set-cross-amount",
         };
         const input = document.getElementById(map[btnId]);
         if (input) input.removeAttribute("readonly");
@@ -384,5 +308,5 @@
     );
   });
 
-  hardenAmountAutofill(["opt-set-swap-amount", "opt-set-int-amount", "opt-set-cross-amount"]);
+  hardenAmountAutofill(["opt-set-swap-amount", "opt-set-int-amount"]);
 })();

lib/env/env_schema.py

@@ -76,6 +76,7 @@ HOT_RELOAD_EXACT = frozenset({
     "TRANSFER_CCY",
     "FORCE_CLOSE_ENABLED",
     "FORCE_CLOSE_BJ_HOUR",
+    "FORCE_CLOSE_GRACE_MINUTES",
     "BTC_LEVERAGE",
     "ALT_LEVERAGE",
     "DAILY_START_CAPITAL",
@@ -89,8 +90,15 @@ HOT_RELOAD_EXACT = frozenset({
     "HEDGE_PLAN_ENABLED",
     "HEDGE_PLAN_SHOW_PERP_OPTIONS",
     "HEDGE_PLAN_SHOW_OPTIONS_OPTIONS",
+    "OKX_SHOW_PERP_FUNDS",
     "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED",
+    "OKX_OPTIONS_CHAIN_MAX_DTE_DAYS",
+    "OKX_OPTIONS_MAX_DTE_DAYS",
+    "OKX_OPTIONS_MAX_ACTIVE_POSITIONS",
+    "OKX_TRADE_MODE",
+    "MAX_ACTIVE_HEDGE_PLANS",
     "HEDGE_PLAN_LIVE_ORDER",
+    "HEDGE_PLAN_OPTION_PRIMARY",
     "HEDGE_PLAN_OPEN_ORDER",
     "HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS",
     "HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS",
@@ -144,6 +152,15 @@ SELECT_OPTIONS: dict[str, tuple[tuple[str, str], ...]] = {
         ("budget", "预算金额"),
         ("sheets", "张数"),
     ),
+    "OKX_TRADE_MODE": (
+        ("options", "单独期权"),
+        ("perp_options", "永期对冲"),
+        ("options_options", "期期对冲"),
+    ),
+    "HEDGE_PLAN_OPTION_PRIMARY": (
+        ("true", "以期权为主"),
+        ("false", "保险模式"),
+    ),
 }
 
 _SELECT_ALIASES: dict[str, dict[str, str]] = {
@@ -206,7 +223,11 @@ def _field_type(key: str, value: str) -> str:
     low = (value or "").strip().lower()
     if low in ("true", "false"):
         return "bool"
-    if key.endswith("_ENABLED") or key.startswith("RISK_MOOD_"):
+    if key.endswith("_ENABLED") or key.startswith("RISK_MOOD_") or key in (
+        "OKX_SHOW_PERP_FUNDS",
+        "HEDGE_PLAN_SHOW_PERP_OPTIONS",
+        "HEDGE_PLAN_SHOW_OPTIONS_OPTIONS",
+    ):
         return "bool"
     try:
         if "." in low:

lib/env/env_ui_manifest.py

@@ -20,13 +20,18 @@ from lib.env.env_schema import (
 _EXCHANGE_LIVE_FIELDS: dict[str, list[tuple[str, str, str]]] = {
     "okx": [
         ("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程,不向交易所发单"),
-        ("OKX_API_KEY", "API Key", "永续子账户"),
-        ("OKX_API_SECRET", "API Secret", "永续子账户"),
+        ("OKX_API_KEY", "API Key", "账户 API(永续+期权共用)"),
+        ("OKX_API_SECRET", "API Secret", "账户 API(永续+期权共用)"),
         ("OKX_API_PASSPHRASE", "API Passphrase", "OKX 必填"),
         ("OKX_TD_MODE", "保证金模式", ""),
         ("OKX_POS_MODE", "持仓模式", ""),
         ("OKX_POSITION_INST_TYPE", "仓位查询类型", "如 SWAP"),
         ("OKX_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
+        (
+            "OKX_SHOW_PERP_FUNDS",
+            "显示永续资金",
+            "默认开启;关闭后顶栏隐藏 USDT 资金账户与交易账户,总资金仅计期权 USDC 侧",
+        ),
     ],
     "binance": [
         ("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程,不向交易所发单"),
@@ -78,6 +83,7 @@ _SHARED_SECTIONS: list[dict[str, Any]] = [
             ("KEY_AUTO_MIN_PLANNED_RR", "关键位最低盈亏比", "自动单计划 RR 须严格大于该值,默认 1.5"),
             ("FORCE_CLOSE_ENABLED", "强制清仓开关", ""),
             ("FORCE_CLOSE_BJ_HOUR", "强制清仓整点(北京)", ""),
+            ("FORCE_CLOSE_GRACE_MINUTES", "强制清仓窗口(分钟)", "默认 5;整点起该分钟内执行并禁止开仓"),
         ],
     },
     {
@@ -119,18 +125,42 @@ _SHARED_SECTIONS: list[dict[str, Any]] = [
     },
 ]
 
+_MODE_SECTION: dict[str, Any] = {
+    "title": "期权/对冲模式",
+    "exchanges": frozenset({"okx"}),
+    "fields": [
+        (
+            "OKX_TRADE_MODE",
+            "交易模式",
+            "三选一:单独期权 / 永期对冲 / 期期对冲.选单独期权时隐藏对冲导航与对冲配置;选对冲时不可单独开期权",
+        ),
+    ],
+}
+
 _OPTIONS_SECTION: dict[str, Any] = {
     "title": "期权账户",
     "exchanges": frozenset({"okx"}),
     "fields": [
-        ("OKX_OPTIONS_ENABLED", "启用期权模块", ""),
-        ("OKX_OPTIONS_API_KEY", "期权 API Key", "主账户,与永续子账户分离"),
-        ("OKX_OPTIONS_API_SECRET", "期权 API Secret", ""),
-        ("OKX_OPTIONS_API_PASSPHRASE", "期权 API Passphrase", ""),
+        ("OKX_OPTIONS_ENABLED", "启用期权模块", "与永续共用上方 OKX_API_*;不再单独配置期权密钥"),
         ("OKX_OPTIONS_ACCOUNT_LABEL", "期权账户备注", ""),
         ("OKX_OPTIONS_TRADE_BUDGET_USDC", "单笔预算(USDC)", ""),
         ("OKX_OPTIONS_BUDGET_BUFFER", "预算缓冲比例", "如 0.95"),
+        (
+            "OKX_OPTIONS_MAX_ACTIVE_POSITIONS",
+            "期权持仓上限(笔)",
+            "仅「单独期权」模式生效;默认 0=不限制;按交易所期权合约笔数计数,同合约加仓不占新笔数",
+        ),
         ("OKX_OPTIONS_DEFAULT_UNDERLY", "默认标的", "如 ETH"),
+        (
+            "OKX_OPTIONS_CHAIN_MAX_DTE_DAYS",
+            "期权链展示天数",
+            "默认 14;下拉到期日只出现该天数内的合约(含明天)",
+        ),
+        (
+            "OKX_OPTIONS_MAX_DTE_DAYS",
+            "开仓最大剩余天数",
+            "默认 2;单独开期权时拒绝更远到期(与链展示天数独立)",
+        ),
         (
             "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED",
             "链上仅显示有卖一",
@@ -139,55 +169,89 @@ _OPTIONS_SECTION: dict[str, Any] = {
     ],
 }
 
+# 对冲公共字段(不含已由 OKX_TRADE_MODE 取代的 ENABLED/SHOW/MUTUAL)
+_HEDGE_COMMON_FIELDS: list[tuple[str, str, str]] = [
+    ("HEDGE_PLAN_LIVE_ORDER", "允许对冲真实下单", "再与实盘 LIVE_TRADING_ENABLED 同开才可启动"),
+    (
+        "MAX_ACTIVE_HEDGE_PLANS",
+        "对冲组数上限",
+        "默认 1;同时进行中的对冲计划组数(opening/active/partial),可改",
+    ),
+    ("HEDGE_PLAN_MONITOR_POLL_SECONDS", "对冲监控轮询(秒)", "默认 15"),
+    (
+        "HEDGE_PLAN_BUDGET_BUFFER",
+        "对冲预算缓冲比例",
+        "默认 0.95;仅对冲计划;与期权页 OKX_OPTIONS_BUDGET_BUFFER 独立",
+    ),
+    (
+        "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL",
+        "半腿失败改手动补开",
+        "默认 true;开启时半腿失败不自动平,计划挂 partial,页面可补开;并强制关闭下方自动平",
+    ),
+    (
+        "HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION",
+        "半腿失败时自动平期权",
+        "默认 true;若上方「半腿失败改手动补开」开启则本项强制无效",
+    ),
+]
+
+_HEDGE_PO_FIELDS: list[tuple[str, str, str]] = [
+    (
+        "HEDGE_PLAN_OPTION_PRIMARY",
+        "永期模式(以期权为主/保险)",
+        "默认 true=以期权为主;false=保险模式;页面标题前显示标识,不可在页内切换",
+    ),
+    ("HEDGE_PLAN_OPEN_ORDER", "永期开仓顺序", "options_first 或 perp_first"),
+    ("HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS", "永期止损后强制平期权", "保护机制,建议保持 true"),
+    ("HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS", "永期止盈后强制平期权", "默认 false,保险腿不平"),
+    (
+        "HEDGE_PLAN_ITM_MAX_DIST_USD",
+        "永期实值最大深度(U)",
+        "默认空=沿用 OKX_OPTIONS_ITM_MAX_DIST_USD(常 30);0=不限制",
+    ),
+    (
+        "HEDGE_PLAN_MIN_OPTION_HOURS",
+        "对冲期权最低剩余小时",
+        "默认 8;测算/启动时若传 hours_to_expiry 则校验",
+    ),
+    (
+        "HEDGE_PLAN_MIN_OPTION_LEVERAGE",
+        "对冲期权最低杠杆(S/ask)",
+        "默认 0=不启用;>0 时拒绝杠杆过低的保险腿",
+    ),
+]
+
+_HEDGE_OO_FIELDS: list[tuple[str, str, str]] = [
+    ("HEDGE_PLAN_OO_CLOSE_WINNER_ONLY", "期期只平盈利腿", "达目标价只平盈利方"),
+    (
+        "HEDGE_PLAN_OO_CLOSE_MODE_ENABLED",
+        "期期平仓模式(方案C)",
+        "默认 true;开启后页面可选「到期平/全平」;关闭则固定到期平",
+    ),
+    (
+        "HEDGE_PLAN_OO_BIAS_SPLIT_BY",
+        "期期做多做空拆分口径",
+        "默认预算金额;budget=按权利金预算分两腿;sheets=先算同张数再按比例拆",
+    ),
+    (
+        "HEDGE_PLAN_OO_BIAS_RATIO",
+        "期期做多做空主腿占比",
+        "默认 0.7(即 7:3);做多主腿=Call,做空主腿=Put;须在 0~1 之间",
+    ),
+]
+
+# 兼容旧测试/全量字段列表(写 env 时仍允许这些键,但 UI 按模式过滤)
 _HEDGE_PLAN_SECTION: dict[str, Any] = {
     "title": "对冲计划",
     "exchanges": frozenset({"okx"}),
     "fields": [
-        ("HEDGE_PLAN_ENABLED", "启用对冲计划", "关闭则隐藏导航且不可开仓"),
-        ("HEDGE_PLAN_SHOW_PERP_OPTIONS", "显示永期对冲", "默认 true;关闭后隐藏永期 Tab,不可测算/开仓"),
-        ("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", "显示期期对冲", "默认 true;关闭后隐藏期期 Tab,不可测算/开仓"),
-        ("HEDGE_PLAN_LIVE_ORDER", "允许对冲真实下单", "再与实盘 LIVE_TRADING_ENABLED 同开才可启动永期"),
-        ("HEDGE_PLAN_OPEN_ORDER", "永期开仓顺序", "options_first 或 perp_first"),
-        ("HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS", "永期止损后强制平期权", "保护机制,建议保持 true"),
-        ("HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS", "永期止盈后强制平期权", "默认 false,保险腿不平"),
-        ("HEDGE_PLAN_OO_CLOSE_WINNER_ONLY", "期期只平盈利腿", "达目标价只平盈利方"),
-        (
-            "HEDGE_PLAN_OO_CLOSE_MODE_ENABLED",
-            "期期平仓模式(方案C)",
-            "默认 true;开启后页面可选「到期平/全平」(盈利腿平后另一腿);关闭则固定到期平",
-        ),
-        (
-            "HEDGE_PLAN_OO_BIAS_SPLIT_BY",
-            "期期做多做空拆分口径",
-            "默认预算金额;budget=按权利金预算按比例分两腿;sheets=先算同张数总张数(2n)再按比例拆",
-        ),
-        (
-            "HEDGE_PLAN_OO_BIAS_RATIO",
-            "期期做多做空主腿占比",
-            "默认 0.7(即 7:3);做多主腿=Call,做空主腿=Put;须在 0~1 之间",
-        ),
-        (
-            "HEDGE_PLAN_BUDGET_BUFFER",
-            "对冲预算缓冲比例",
-            "默认 0.95;仅对冲计划(期期可用预算=交易户×本比例);与期权页 OKX_OPTIONS_BUDGET_BUFFER 独立",
-        ),
-        (
-            "HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE",
-            "对冲与期权互斥门控",
-            "默认 true;开启时:有对冲计划则不可单独开期权,有单独期权则不可启动对冲;关闭后两边可同时开",
-        ),
-        (
-            "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL",
-            "半腿失败改手动补开",
-            "默认 true;开启时半腿失败不自动平,计划挂 partial,页面可补开永续/腿B;并强制关闭下方自动平",
-        ),
-        ("MAX_ACTIVE_HEDGE_PLANS", "最大同时活跃计划数", "建议 1"),
-        ("HEDGE_PLAN_MONITOR_POLL_SECONDS", "对冲监控轮询(秒)", "默认 15"),
-        (
-            "HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION",
-            "半腿失败时自动平期权",
-            "默认 true;若上方「半腿失败改手动补开」开启则本项强制无效(不会自动平)",
-        ),
+        ("HEDGE_PLAN_ENABLED", "启用对冲计划", "已由「交易模式」取代,一般无需再改"),
+        ("HEDGE_PLAN_SHOW_PERP_OPTIONS", "显示永期对冲", "已由「交易模式」取代"),
+        ("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", "显示期期对冲", "已由「交易模式」取代"),
+        ("HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE", "对冲与期权互斥门控", "已由「交易模式」三选一取代"),
+        *_HEDGE_COMMON_FIELDS,
+        *_HEDGE_PO_FIELDS,
+        *_HEDGE_OO_FIELDS,
     ],
 }
 
@@ -205,17 +269,37 @@ _RUNTIME_ENV_DEFAULTS: dict[str, str] = {
     "TRANSFER_CCY": "USDT",
     "HEDGE_PLAN_SHOW_PERP_OPTIONS": "true",
     "HEDGE_PLAN_SHOW_OPTIONS_OPTIONS": "true",
+    "OKX_SHOW_PERP_FUNDS": "true",
     "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED": "true",
+    "OKX_OPTIONS_CHAIN_MAX_DTE_DAYS": "14",
+    "OKX_OPTIONS_MAX_DTE_DAYS": "2",
+    "OKX_OPTIONS_MAX_ACTIVE_POSITIONS": "0",
+    "OKX_TRADE_MODE": "options",
+    "MAX_ACTIVE_HEDGE_PLANS": "1",
     "HEDGE_PLAN_OO_CLOSE_MODE_ENABLED": "true",
     "HEDGE_PLAN_OO_BIAS_SPLIT_BY": "budget",
     "HEDGE_PLAN_OO_BIAS_RATIO": "0.7",
     "HEDGE_PLAN_BUDGET_BUFFER": "0.95",
+    "HEDGE_PLAN_OPTION_PRIMARY": "true",
     "HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE": "true",
     "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL": "true",
 }
 
 
 def _effective_env_value(key: str, file_values: dict[str, str], schema_default: str = "") -> str:
+    if key == "OKX_TRADE_MODE":
+        # 展示值必须与运行时 get_okx_trade_mode() 一致,避免未写入时默认 options 静默改模式
+        file_val = str(file_values.get(key) or "").strip() if key in file_values else ""
+        if file_val:
+            from lib.hedge_plan.okx_trade_mode_lib import normalize_okx_trade_mode
+
+            return normalize_okx_trade_mode(file_val) or file_val
+        try:
+            from lib.hedge_plan.okx_trade_mode_lib import get_okx_trade_mode
+
+            return get_okx_trade_mode()
+        except Exception:
+            pass
     if key in file_values:
         file_val = str(file_values.get(key) or "").strip()
         if file_val:
@@ -287,24 +371,69 @@ def _build_field(
     return out
 
 
-def ui_sections_for_exchange(exchange_key: str) -> list[dict[str, Any]]:
+def _okx_mode_for_env_ui() -> str:
+    try:
+        from lib.hedge_plan.okx_trade_mode_lib import get_okx_trade_mode
+
+        return get_okx_trade_mode()
+    except Exception:
+        return "options"
+
+
+def _options_fields_for_mode(mode: str) -> list[tuple[str, str, str]]:
+    fields = list(_OPTIONS_SECTION["fields"])
+    if mode != "options":
+        fields = [f for f in fields if f[0] != "OKX_OPTIONS_MAX_ACTIVE_POSITIONS"]
+    return fields
+
+
+def _hedge_fields_for_mode(mode: str) -> list[tuple[str, str, str]]:
+    if mode == "perp_options":
+        return [*_HEDGE_COMMON_FIELDS, *_HEDGE_PO_FIELDS]
+    if mode == "options_options":
+        return [*_HEDGE_COMMON_FIELDS, *_HEDGE_OO_FIELDS]
+    return []
+
+
+def ui_sections_for_exchange(
+    exchange_key: str,
+    *,
+    mode: str | None = None,
+) -> list[dict[str, Any]]:
     ex = (exchange_key or "").strip().lower()
     sections: list[dict[str, Any]] = []
     live_fields = _EXCHANGE_LIVE_FIELDS.get(ex, _EXCHANGE_LIVE_FIELDS["okx"])
     sections.append({"title": "交易所与实盘", "fields": live_fields})
     sections.extend(_SHARED_SECTIONS)
-    if ex in _OPTIONS_SECTION.get("exchanges", frozenset()):
-        sections.append(_OPTIONS_SECTION)
-    if ex in _HEDGE_PLAN_SECTION.get("exchanges", frozenset()):
-        sections.append(_HEDGE_PLAN_SECTION)
+    if ex in _MODE_SECTION.get("exchanges", frozenset()):
+        from lib.hedge_plan.okx_trade_mode_lib import normalize_okx_trade_mode
+
+        m = normalize_okx_trade_mode(mode) if mode else ""
+        if not m:
+            m = _okx_mode_for_env_ui()
+        sections.append(_MODE_SECTION)
+        sections.append({"title": "期权账户", "fields": _options_fields_for_mode(m)})
+        hedge_fields = _hedge_fields_for_mode(m)
+        if hedge_fields:
+            title = "对冲计划·永期" if m == "perp_options" else "对冲计划·期期"
+            sections.append({"title": title, "fields": hedge_fields})
     return sections
 
 
 def ui_allowed_keys(exchange_key: str) -> frozenset[str]:
+    """可写键=当前模式可见字段 + 模式切换键 + 遗留对冲开关(兼容旧脚本写入)."""
     keys: set[str] = set()
     for sec in ui_sections_for_exchange(exchange_key):
         for item in sec["fields"]:
             keys.add(item[0])
+    ex = (exchange_key or "").strip().lower()
+    if ex == "okx":
+        keys.add("OKX_TRADE_MODE")
+        # 允许写入遗留键,避免旧自动化/手改失败;页面不再展示
+        for item in _HEDGE_PLAN_SECTION["fields"]:
+            keys.add(item[0])
+        for item in _OPTIONS_SECTION["fields"]:
+            keys.add(item[0])
     return frozenset(keys)
 
 
@@ -317,7 +446,9 @@ def build_env_ui_payload(
     env_lines = read_env_lines(env_path)
     values = env_get_all(env_lines)
     groups: list[dict[str, Any]] = []
-    for sec in ui_sections_for_exchange(exchange_key):
+    for sec in ui_sections_for_exchange(
+        exchange_key, mode=values.get("OKX_TRADE_MODE") or ""
+    ):
         fields = [
             _build_field(key, label, note, schema, values)
             for key, label, note in sec["fields"]

lib/exchange/binance_ledger_lib.py

@@ -0,0 +1,187 @@
+"""Binance:交易账户 futures income;资金账户 deposits/withdrawals/transfers.USDT."""
+from __future__ import annotations
+
+from typing import Any, Callable, Optional
+
+from lib.account_ledger.account_ledger_normalize import (
+    ACCOUNT_FUNDING,
+    ACCOUNT_TRADING,
+    from_ccxt_ledger_entry,
+    kind_from_raw,
+    make_ref_id,
+    normalize_row,
+)
+
+
+def _paginate_income(exchange, *, start_ms: int, end_ms: int, max_pages: int = 15) -> list[dict]:
+    out: list[dict] = []
+    cursor = int(start_ms)
+    end = int(end_ms)
+    for _ in range(max_pages):
+        try:
+            if hasattr(exchange, "fapiPrivateGetIncome"):
+                batch = exchange.fapiPrivateGetIncome(
+                    {"startTime": cursor, "endTime": end, "limit": 1000}
+                )
+            else:
+                batch = exchange.fetch_ledger(
+                    "USDT", cursor, 1000, {"type": "swap", "until": end}
+                )
+                # already unified
+                return batch or []
+        except Exception:
+            break
+        if not batch:
+            break
+        out.extend(batch)
+        if len(batch) < 1000:
+            break
+        last_t = batch[-1].get("time") or batch[-1].get("timestamp")
+        try:
+            last_i = int(float(last_t))
+        except Exception:
+            break
+        if last_i >= end:
+            break
+        cursor = last_i + 1
+    return out
+
+
+def _income_to_row(raw: dict) -> Optional[dict[str, Any]]:
+    if not isinstance(raw, dict):
+        return None
+    # raw fapi income
+    if "income" in raw or "incomeType" in raw:
+        amt = raw.get("income")
+        ts = raw.get("time")
+        ccy = raw.get("asset") or "USDT"
+        raw_type = str(raw.get("incomeType") or "")
+        ref = str(raw.get("tranId") or raw.get("tradeId") or "")
+        return normalize_row(
+            account=ACCOUNT_TRADING,
+            ccy=str(ccy),
+            amount=amt,
+            ts_ms=ts,
+            ref_id=ref or make_ref_id("trading", ccy, ts, amt, raw_type),
+            raw_type=raw_type,
+            symbol=str(raw.get("symbol") or ""),
+            note=str(raw.get("info") or ""),
+            kind=kind_from_raw(raw_type, float(amt) if amt is not None else None),
+        )
+    return from_ccxt_ledger_entry(raw, account=ACCOUNT_TRADING)
+
+
+def _dep_wd_to_row(entry: dict, *, kind: str) -> Optional[dict[str, Any]]:
+    if not isinstance(entry, dict):
+        return None
+    info = entry.get("info") if isinstance(entry.get("info"), dict) else {}
+    amount = entry.get("amount")
+    ts = entry.get("timestamp") or info.get("insertTime") or info.get("applyTime")
+    ccy = entry.get("currency") or info.get("coin") or "USDT"
+    status = entry.get("status") or info.get("status") or ""
+    ref = str(entry.get("id") or info.get("txId") or info.get("id") or "")
+    amt = amount
+    try:
+        af = float(amount)
+        if kind == "withdraw" and af > 0:
+            af = -af
+            amt = af
+    except Exception:
+        pass
+    return normalize_row(
+        account=ACCOUNT_FUNDING,
+        ccy=str(ccy),
+        amount=amt,
+        ts_ms=ts,
+        ref_id=ref or make_ref_id("funding", kind, ccy, ts, amount),
+        raw_type=kind,
+        note=str(status),
+        kind=kind,
+    )
+
+
+def _transfer_to_row(entry: dict) -> Optional[dict[str, Any]]:
+    if not isinstance(entry, dict):
+        return None
+    info = entry.get("info") if isinstance(entry.get("info"), dict) else {}
+    amount = entry.get("amount")
+    ts = entry.get("timestamp") or info.get("timestamp")
+    ccy = entry.get("currency") or info.get("asset") or "USDT"
+    ref = str(entry.get("id") or info.get("tranId") or info.get("id") or "")
+    frm = str(entry.get("fromAccount") or info.get("from") or "")
+    to = str(entry.get("toAccount") or info.get("to") or "")
+    try:
+        amt = float(amount)
+    except Exception:
+        return None
+    # 资金侧视角:从资金转出为负,转入为正(粗分)
+    note = f"{frm}->{to}".strip("->")
+    raw_type = "transfer"
+    return normalize_row(
+        account=ACCOUNT_FUNDING,
+        ccy=str(ccy),
+        amount=amt,
+        ts_ms=ts,
+        ref_id=ref or make_ref_id("funding", "transfer", ccy, ts, amt),
+        raw_type=raw_type,
+        note=note,
+        kind=kind_from_raw("transfer", amt),
+    )
+
+
+def fetch_binance_account_ledger(
+    exchange,
+    *,
+    start_ms: int,
+    end_ms: int,
+    ensure_markets: Optional[Callable[[], None]] = None,
+) -> tuple[list[dict[str, Any]], list[str]]:
+    errors: list[str] = []
+    rows: list[dict[str, Any]] = []
+    if ensure_markets:
+        try:
+            ensure_markets()
+        except Exception as e:
+            errors.append(f"markets:{e}")
+
+    # 交易账户
+    try:
+        raw = _paginate_income(exchange, start_ms=start_ms, end_ms=end_ms)
+        for e in raw:
+            n = _income_to_row(e)
+            if n and n["ccy"] == "USDT":
+                rows.append(n)
+    except Exception as e:
+        errors.append(f"trading:{e}")
+
+    # 资金账户:充提 + 划转
+    for label, fn, kind in (
+        ("deposits", "fetch_deposits", "deposit"),
+        ("withdrawals", "fetch_withdrawals", "withdraw"),
+    ):
+        try:
+            meth = getattr(exchange, fn, None)
+            if not callable(meth):
+                continue
+            batch = meth("USDT", int(start_ms), 1000, {"until": int(end_ms)}) or []
+            for e in batch:
+                n = _dep_wd_to_row(e, kind=kind)
+                if n:
+                    rows.append(n)
+        except Exception as e:
+            errors.append(f"{label}:{e}")
+
+    try:
+        if hasattr(exchange, "fetch_transfers"):
+            batch = (
+                exchange.fetch_transfers("USDT", int(start_ms), 1000, {"until": int(end_ms)})
+                or []
+            )
+            for e in batch:
+                n = _transfer_to_row(e)
+                if n:
+                    rows.append(n)
+    except Exception as e:
+        errors.append(f"transfers:{e}")
+
+    return rows, errors

lib/exchange/gate_ledger_lib.py

@@ -0,0 +1,212 @@
+"""Gate:资金账户(spot account_book) + 交易账户(futures account_book),USDT."""
+from __future__ import annotations
+
+from typing import Any, Callable, Optional
+
+from lib.account_ledger.account_ledger_normalize import (
+    ACCOUNT_FUNDING,
+    ACCOUNT_TRADING,
+    from_ccxt_ledger_entry,
+    kind_from_raw,
+    make_ref_id,
+    normalize_row,
+)
+
+
+def _sec(ms: int) -> int:
+    return max(0, int(int(ms) // 1000))
+
+
+def _paginate_spot_book(exchange, *, start_ms: int, end_ms: int, max_pages: int = 10) -> list[dict]:
+    out: list[dict] = []
+    # Gate spot account_book: from/to 为秒
+    cursor = _sec(start_ms)
+    end = _sec(end_ms)
+    for _ in range(max_pages):
+        try:
+            batch = exchange.privateSpotGetAccountBook(
+                {
+                    "currency": "USDT",
+                    "from": cursor,
+                    "to": end,
+                    "limit": 100,
+                }
+            )
+        except Exception:
+            break
+        if not batch:
+            break
+        if isinstance(batch, dict):
+            batch = batch.get("data") or batch.get("result") or []
+        if not isinstance(batch, list) or not batch:
+            break
+        out.extend(batch)
+        if len(batch) < 100:
+            break
+        last_t = batch[-1].get("time") or batch[-1].get("create_time")
+        try:
+            last_i = int(float(last_t))
+        except Exception:
+            break
+        # spot 返回秒
+        if last_i > 1e12:
+            last_i = last_i // 1000
+        if last_i >= end:
+            break
+        cursor = last_i + 1
+    return out
+
+
+def _paginate_swap_book(exchange, *, start_ms: int, end_ms: int, max_pages: int = 10) -> list[dict]:
+    out: list[dict] = []
+    cursor = _sec(start_ms)
+    end = _sec(end_ms)
+    for _ in range(max_pages):
+        try:
+            batch = exchange.privateFuturesGetSettleAccountBook(
+                {
+                    "settle": "usdt",
+                    "from": cursor,
+                    "to": end,
+                    "limit": 100,
+                }
+            )
+        except Exception:
+            break
+        if not batch:
+            break
+        if isinstance(batch, dict):
+            batch = batch.get("data") or batch.get("result") or []
+        if not isinstance(batch, list) or not batch:
+            break
+        out.extend(batch)
+        if len(batch) < 100:
+            break
+        last_t = batch[-1].get("time")
+        try:
+            last_i = int(float(last_t))
+        except Exception:
+            break
+        if last_i > 1e12:
+            last_i = last_i // 1000
+        if last_i >= end:
+            break
+        cursor = last_i + 1
+    return out
+
+
+def _spot_row(raw: dict) -> Optional[dict[str, Any]]:
+    if not isinstance(raw, dict):
+        return None
+    amt = raw.get("change")
+    ts = raw.get("time") or raw.get("create_time")
+    # 秒 → 毫秒
+    try:
+        t = float(ts)
+        if t < 1e12:
+            t = t * 1000.0
+        ts = t
+    except Exception:
+        pass
+    raw_type = str(raw.get("type") or raw.get("change_type") or "")
+    bal = raw.get("balance")
+    ref = str(raw.get("id") or raw.get("txid") or "")
+    return normalize_row(
+        account=ACCOUNT_FUNDING,
+        ccy="USDT",
+        amount=amt,
+        ts_ms=ts,
+        ref_id=ref or make_ref_id("funding", raw_type, ts, amt),
+        raw_type=raw_type,
+        balance_after=bal,
+        note=str(raw.get("text") or ""),
+        kind=kind_from_raw(raw_type, float(amt) if amt is not None else None),
+    )
+
+
+def _swap_row(raw: dict) -> Optional[dict[str, Any]]:
+    if not isinstance(raw, dict):
+        return None
+    # futures account_book: change, balance, type, text, time, contract...
+    amt = raw.get("change")
+    ts = raw.get("time")
+    try:
+        t = float(ts)
+        if t < 1e12:
+            t = t * 1000.0
+        ts = t
+    except Exception:
+        pass
+    raw_type = str(raw.get("type") or "")
+    bal = raw.get("balance")
+    ref = str(raw.get("id") or "")
+    return normalize_row(
+        account=ACCOUNT_TRADING,
+        ccy="USDT",
+        amount=amt,
+        ts_ms=ts,
+        ref_id=ref or make_ref_id("trading", raw_type, ts, amt, raw.get("contract")),
+        raw_type=raw_type,
+        balance_after=bal,
+        symbol=str(raw.get("contract") or ""),
+        note=str(raw.get("text") or ""),
+        kind=kind_from_raw(raw_type, float(amt) if amt is not None else None),
+    )
+
+
+def fetch_gate_account_ledger(
+    exchange,
+    *,
+    start_ms: int,
+    end_ms: int,
+    ensure_markets: Optional[Callable[[], None]] = None,
+) -> tuple[list[dict[str, Any]], list[str]]:
+    errors: list[str] = []
+    rows: list[dict[str, Any]] = []
+    if ensure_markets:
+        try:
+            ensure_markets()
+        except Exception as e:
+            errors.append(f"markets:{e}")
+
+    try:
+        for e in _paginate_spot_book(exchange, start_ms=start_ms, end_ms=end_ms):
+            n = _spot_row(e)
+            if n:
+                rows.append(n)
+    except Exception as e:
+        errors.append(f"funding:{e}")
+        # 回退 ccxt fetch_ledger
+        try:
+            batch = exchange.fetch_ledger(
+                "USDT", int(start_ms), 100, {"type": "spot", "until": int(end_ms)}
+            ) or []
+            for e in batch:
+                n = from_ccxt_ledger_entry(e, account=ACCOUNT_FUNDING)
+                if n:
+                    rows.append(n)
+        except Exception as e2:
+            errors.append(f"funding_fallback:{e2}")
+
+    try:
+        for e in _paginate_swap_book(exchange, start_ms=start_ms, end_ms=end_ms):
+            n = _swap_row(e)
+            if n:
+                rows.append(n)
+    except Exception as e:
+        errors.append(f"trading:{e}")
+        try:
+            batch = exchange.fetch_ledger(
+                "USDT",
+                int(start_ms),
+                100,
+                {"type": "swap", "settle": "usdt", "until": int(end_ms)},
+            ) or []
+            for e in batch:
+                n = from_ccxt_ledger_entry(e, account=ACCOUNT_TRADING)
+                if n:
+                    rows.append(n)
+        except Exception as e2:
+            errors.append(f"trading_fallback:{e2}")
+
+    return rows, errors

lib/exchange/okx_ledger_lib.py

@@ -0,0 +1,99 @@
+"""OKX:资金账户 asset bills + 交易账户 account bills;USDT + USDC."""
+from __future__ import annotations
+
+from typing import Any, Callable, Optional
+
+from lib.account_ledger.account_ledger_normalize import (
+    ACCOUNT_FUNDING,
+    ACCOUNT_TRADING,
+    from_ccxt_ledger_entry,
+)
+
+OKX_LEDGER_CCYS = ("USDT", "USDC")
+
+
+def _fetch_one(
+    exchange,
+    *,
+    code: str,
+    since: int,
+    until: int,
+    method: str,
+    max_pages: int = 10,
+) -> list[dict[str, Any]]:
+    out: list[dict[str, Any]] = []
+    after = None
+    for _ in range(max_pages):
+        params: dict[str, Any] = {"method": method, "until": int(until)}
+        if after:
+            params["after"] = after
+        try:
+            batch = exchange.fetch_ledger(code, int(since), 100, params) or []
+        except Exception:
+            # archive / bills 窗口差异:失败则停
+            break
+        if not batch:
+            break
+        out.extend(batch)
+        if len(batch) < 100:
+            break
+        # OKX 翻页用 billId
+        last = batch[-1]
+        info = last.get("info") if isinstance(last.get("info"), dict) else {}
+        bid = last.get("id") or info.get("billId")
+        if not bid:
+            break
+        after = str(bid)
+    return out
+
+
+def fetch_okx_account_ledger(
+    exchange,
+    *,
+    start_ms: int,
+    end_ms: int,
+    ensure_markets: Optional[Callable[[], None]] = None,
+) -> tuple[list[dict[str, Any]], list[str]]:
+    errors: list[str] = []
+    rows: list[dict[str, Any]] = []
+    if ensure_markets:
+        try:
+            ensure_markets()
+        except Exception as e:
+            errors.append(f"markets:{e}")
+
+    for ccy in OKX_LEDGER_CCYS:
+        # 资金账户
+        try:
+            raw = _fetch_one(
+                exchange,
+                code=ccy,
+                since=start_ms,
+                until=end_ms,
+                method="privateGetAssetBills",
+            )
+            for e in raw:
+                n = from_ccxt_ledger_entry(e, account=ACCOUNT_FUNDING)
+                if n:
+                    rows.append(n)
+        except Exception as e:
+            errors.append(f"funding:{ccy}:{e}")
+
+        # 交易账户:近 3 月 archive + 近 7 日 bills(去重靠 upsert)
+        for method in ("privateGetAccountBillsArchive", "privateGetAccountBills"):
+            try:
+                raw = _fetch_one(
+                    exchange,
+                    code=ccy,
+                    since=start_ms,
+                    until=end_ms,
+                    method=method,
+                )
+                for e in raw:
+                    n = from_ccxt_ledger_entry(e, account=ACCOUNT_TRADING)
+                    if n:
+                        rows.append(n)
+            except Exception as e:
+                errors.append(f"trading:{ccy}:{method}:{e}")
+
+    return rows, errors

lib/exchange/okx_options_lib.py

@@ -25,6 +25,14 @@ _OKX_OPTION_ERR_ZH: dict[str, str] = {
 }
 
 _OPTIONS_BALANCE_CACHE: dict[str, Any] = {"updated_at": 0.0, "data": None}
+# 期权合约列表变化慢;短缓存+限频退避,避免 50011 拖垮期权链
+_INSTRUMENTS_CACHE: dict[str, dict[str, Any]] = {}
+_INSTRUMENTS_CACHE_LOCK = threading.Lock()
+_INSTRUMENTS_CACHE_TTL_SEC = 90.0
+_INSTRUMENTS_STALE_SEC = 600.0
+_TICKERS_CACHE: dict[str, dict[str, Any]] = {}
+_TICKERS_CACHE_LOCK = threading.Lock()
+_TICKERS_CACHE_TTL_SEC = float(os.getenv("OKX_OPTIONS_TICKERS_CACHE_SEC", "10") or "10")
 
 
 def invalidate_options_balance_cache() -> None:
@@ -32,6 +40,14 @@ def invalidate_options_balance_cache() -> None:
     _OPTIONS_BALANCE_CACHE["data"] = None
 
 
+def invalidate_option_instruments_cache(inst_family: str | None = None) -> None:
+    with _INSTRUMENTS_CACHE_LOCK:
+        if inst_family:
+            _INSTRUMENTS_CACHE.pop(str(inst_family), None)
+        else:
+            _INSTRUMENTS_CACHE.clear()
+
+
 def _okx_trade_error_message(exc: BaseException | None = None, resp: Any = None) -> str:
     row: dict[str, Any] | None = None
     if isinstance(resp, dict):
@@ -72,16 +88,22 @@ def td_mode_for_option_buy(configured: str | None = None) -> str:
 
 
 def create_options_exchange(
-    api_key: str,
-    api_secret: str,
-    passphrase: str,
+    api_key: str = "",
+    api_secret: str = "",
+    passphrase: str = "",
     proxies: dict[str, str] | None = None,
 ) -> ccxt.okx:
+    """创建 option 客户端.未传密钥时读 OKX_API_*(与永续同源)."""
+    import os
+
+    key = (api_key or os.getenv("OKX_API_KEY") or "").strip()
+    secret = (api_secret or os.getenv("OKX_API_SECRET") or "").strip()
+    password = (passphrase or os.getenv("OKX_API_PASSPHRASE") or "").strip()
     ex = ccxt.okx(
         {
-            "apiKey": api_key,
-            "secret": api_secret,
-            "password": passphrase,
+            "apiKey": key,
+            "secret": secret,
+            "password": password,
             "enableRateLimit": True,
             "options": {"defaultType": "option"},
         }
@@ -152,7 +174,10 @@ def option_history_row_key(
     pos_id = (pos_id or "").strip()
     if source == "live":
         return f"live:{inst_id}:{pos_id or close_ms or '0'}"
+    # OKX 可能对同合约多次开平复用 posId,必须带上平仓时间区分
     if pos_id:
+        if close_ms:
+            return f"ex:{pos_id}:{int(close_ms)}"
         return f"ex:{pos_id}"
     return f"ex:{inst_id}:{close_ms or 0}"
 
@@ -600,7 +625,10 @@ def options_header_balances(
     *,
     force: bool = False,
 ) -> tuple[float | None, float | None, float | None, float | None]:
-    """顶栏四格:交易 USDC/USDT,资金 USDC/USDT(单次拉取 + 缓存)."""
+    """顶栏期权两格用 USDC;顺带返回同账户 USDT(调用方勿再计入总资金,避免与永续栏重复).
+
+    返回:(trading_usdc, funding_usdc, funding_usdt, trading_usdt)
+    """
     bal = fetch_options_balances(ex, force=force)
 
     def _round(v: Any) -> float | None:
@@ -633,24 +661,105 @@ def fetch_index_price(ex: ccxt.okx, uly: str) -> float | None:
 def fetch_option_instruments(
     ex: ccxt.okx,
     inst_family: str,
+    *,
+    force: bool = False,
 ) -> list[dict[str, Any]]:
-    rows = ex.public_get_public_instruments(
-        {"instType": "OPTION", "instFamily": inst_family}
-    ).get("data") or []
-    return [r for r in rows if isinstance(r, dict) and r.get("state") == "live"]
+    """拉取 live 期权合约列表;短 TTL 缓存,遇 50011 退避重试并可回退过期缓存."""
+    family = (inst_family or "").strip()
+    if not family:
+        return []
+    now = time.time()
+    with _INSTRUMENTS_CACHE_LOCK:
+        cached = _INSTRUMENTS_CACHE.get(family)
+    if (
+        not force
+        and cached
+        and now - float(cached.get("updated_at") or 0) < _INSTRUMENTS_CACHE_TTL_SEC
+        and isinstance(cached.get("rows"), list)
+        and cached["rows"]
+    ):
+        return list(cached["rows"])
+
+    last_err: BaseException | None = None
+    rows: list[dict[str, Any]] = []
+    for attempt in range(4):
+        try:
+            raw = ex.public_get_public_instruments(
+                {"instType": "OPTION", "instFamily": family}
+            ).get("data") or []
+            rows = [r for r in raw if isinstance(r, dict) and r.get("state") == "live"]
+            last_err = None
+            break
+        except Exception as e:
+            last_err = e
+            if _is_okx_rate_limit(e) and attempt < 3:
+                time.sleep(0.8 * (2**attempt))
+                continue
+            break
+
+    if rows:
+        with _INSTRUMENTS_CACHE_LOCK:
+            _INSTRUMENTS_CACHE[family] = {"updated_at": time.time(), "rows": list(rows)}
+        return rows
+
+    # 限频/短暂失败:优先用未过期太久的缓存,避免整页「拉取失败」
+    if cached and isinstance(cached.get("rows"), list) and cached["rows"]:
+        age = now - float(cached.get("updated_at") or 0)
+        if age < _INSTRUMENTS_STALE_SEC and (
+            last_err is None or _is_okx_rate_limit(last_err) or not rows
+        ):
+            return list(cached["rows"])
+
+    if last_err is not None:
+        raise last_err
+    return []
 
 
-def fetch_option_tickers(ex: ccxt.okx, inst_family: str) -> dict[str, dict[str, Any]]:
+def fetch_option_tickers(
+    ex: ccxt.okx,
+    inst_family: str,
+    *,
+    force: bool = False,
+) -> dict[str, dict[str, Any]]:
+    family = (inst_family or "").strip()
+    if not family:
+        return {}
+    now = time.time()
+    with _TICKERS_CACHE_LOCK:
+        cached = _TICKERS_CACHE.get(family)
+    if (
+        not force
+        and cached
+        and now - float(cached.get("updated_at") or 0) < max(1.0, _TICKERS_CACHE_TTL_SEC)
+        and isinstance(cached.get("rows"), dict)
+        and cached["rows"]
+    ):
+        return dict(cached["rows"])
+
     out: dict[str, dict[str, Any]] = {}
-    try:
-        rows = ex.public_get_market_tickers(
-            {"instType": "OPTION", "instFamily": inst_family}
-        ).get("data") or []
-        for r in rows:
-            if isinstance(r, dict) and r.get("instId"):
-                out[str(r["instId"])] = r
-    except Exception:
-        pass
+    last_err: BaseException | None = None
+    for attempt in range(3):
+        try:
+            rows = ex.public_get_market_tickers(
+                {"instType": "OPTION", "instFamily": family}
+            ).get("data") or []
+            for r in rows:
+                if isinstance(r, dict) and r.get("instId"):
+                    out[str(r["instId"])] = r
+            if out:
+                with _TICKERS_CACHE_LOCK:
+                    _TICKERS_CACHE[family] = {"updated_at": time.time(), "rows": dict(out)}
+            return out
+        except Exception as e:
+            last_err = e
+            if _is_okx_rate_limit(e) and attempt < 2:
+                time.sleep(0.6 * (attempt + 1))
+                continue
+            break
+    if cached and isinstance(cached.get("rows"), dict) and cached["rows"]:
+        return dict(cached["rows"])
+    if last_err is not None and _is_okx_rate_limit(last_err):
+        return out
     return out
 
 
@@ -671,22 +780,17 @@ def build_option_chain(
     max_ms = now_ms + max_dte_days * 86400 * 1000
     instruments_err = ""
     instruments: list[dict[str, Any]] = []
-    for attempt in range(2):
-        try:
-            instruments = fetch_option_instruments(ex, family)
-            instruments_err = ""
-            if instruments:
-                break
+    rate_limited = False
+    try:
+        instruments = fetch_option_instruments(ex, family)
+        if not instruments:
             instruments_err = "期权合约列表为空"
-        except Exception as e:
-            instruments = []
-            instruments_err = str(e) or e.__class__.__name__
-            if attempt == 0:
-                time.sleep(0.35)
-                continue
-            break
-        if attempt == 0 and not instruments:
-            time.sleep(0.35)
+    except Exception as e:
+        instruments = []
+        instruments_err = str(e) or e.__class__.__name__
+        rate_limited = _is_okx_rate_limit(e)
+        if rate_limited:
+            instruments_err = "OKX 请求过于频繁(50011),请稍后点「刷新链」重试"
     tickers = fetch_option_tickers(ex, family)
     expiries: dict[str, list[dict[str, Any]]] = {}
     skipped_no_index = 0
@@ -765,6 +869,8 @@ def build_option_chain(
         "expiries": exp_list,
         "instruments_count": len(instruments),
     }
+    if rate_limited:
+        out["rate_limited"] = True
     if not exp_list:
         if instruments_err:
             out["chain_error"] = f"拉取期权合约失败: {instruments_err}"
@@ -1387,28 +1493,69 @@ def resolve_option_close_from_history(
     hist_rows: list[dict[str, Any]],
     *,
     open_ms: int | None = None,
+    close_ms: int | None = None,
+    sheets: float | int | None = None,
 ) -> dict[str, Any] | None:
-    """从 positions-history 中选取最近一条有效平仓/结算记录."""
-    best: dict[str, Any] | None = None
-    best_utime = -1
+    """从 positions-history 选取匹配的平仓记录.
+
+    同合约多次开平时,优先按开仓时间(cTime≈open_ms)对齐,再按平仓时间/张数;
+    无锚点时取开仓后最晚一条(供刚平掉的持仓同步)。
+    """
+    candidates: list[tuple[int, dict[str, Any]]] = []
     for row in hist_rows:
         u_ms = _safe_float(row.get("uTime"))
         if u_ms is None or u_ms <= 0:
             continue
-        if open_ms is not None and u_ms < int(open_ms) - 60_000:
+        u_i = int(u_ms)
+        # 本地时间偶发与交易所差整时区时,放宽到 12h,主要靠 cTime/张数精配
+        if open_ms is not None and u_i < int(open_ms) - 12 * 3600_000:
             continue
-        if u_ms > best_utime:
-            best = row
-            best_utime = int(u_ms)
-    if not best:
+        candidates.append((u_i, row))
+    if not candidates:
         return None
+
+    has_ctime = any(_safe_float(row.get("cTime")) is not None for _, row in candidates)
+    want_sheets = _safe_float(sheets)
+
+    def _score(item: tuple[int, dict[str, Any]]) -> tuple:
+        u_i, row = item
+        c_ms = _safe_float(row.get("cTime"))
+        parts: list[float] = []
+        # 张数优先:同合约多笔时最稳,且不受本地/交易所时区偏差影响
+        if want_sheets is not None:
+            hist_sheets = _safe_float(row.get("closeTotalPos"))
+            if hist_sheets is None:
+                hist_sheets = _safe_float(row.get("openMaxPos"))
+            parts.append(
+                abs(float(hist_sheets) - float(want_sheets))
+                if hist_sheets is not None
+                else 1e12
+            )
+        if open_ms is not None and c_ms is not None:
+            parts.append(float(abs(int(c_ms) - int(open_ms))))
+        if close_ms is not None:
+            parts.append(float(abs(u_i - int(close_ms))))
+        if not parts:
+            parts.append(float(-u_i))
+        # 同距时偏向更晚平仓
+        parts.append(float(-u_i))
+        return tuple(parts)
+
+    if open_ms is None and close_ms is None and want_sheets is None:
+        u_i, best = max(candidates, key=lambda item: item[0])
+    elif open_ms is not None and close_ms is None and want_sheets is None and not has_ctime:
+        # 兼容旧调用:只有 open_ms 时仍取最晚一条
+        u_i, best = max(candidates, key=lambda item: item[0])
+    else:
+        u_i, best = min(candidates, key=_score)
+
     realized = _safe_float(best.get("realizedPnl"))
     if realized is None:
         realized = _safe_float(best.get("pnl"))
     return {
         "close_quote": _safe_float(best.get("closeAvgPx")),
         "realized_pnl": realized,
-        "close_ms": best_utime,
+        "close_ms": u_i,
         "pos_id": str(best.get("posId") or "").strip() or None,
     }
 
@@ -1562,43 +1709,6 @@ def spot_market_swap_usdt_usdc(
         return {"ok": False, "msg": _okx_trade_error_message(e)}
 
 
-def transfer_main_sub_account(
-    ex: ccxt.okx,
-    *,
-    ccy: str,
-    amount: float,
-    sub_acct: str,
-    main_to_sub: bool,
-    from_account: str = "funding",
-    to_account: str = "funding",
-) -> dict[str, Any]:
-    """主账户与子账户之间划转(须主账户 API)."""
-    if amount <= 0:
-        return {"ok": False, "msg": "划转金额须大于 0"}
-    sub = (sub_acct or "").strip()
-    if not sub:
-        return {"ok": False, "msg": "未配置子账户名称 OKX_SUB_ACCOUNT_NAME"}
-    from_code = _OKX_ACCT_CODE.get((from_account or "funding").lower(), "6")
-    to_code = _OKX_ACCT_CODE.get((to_account or "funding").lower(), "6")
-    try:
-        resp = ex.private_post_asset_transfer(
-            {
-                "type": "1" if main_to_sub else "2",
-                "ccy": str(ccy).upper(),
-                "amt": str(amount),
-                "from": from_code,
-                "to": to_code,
-                "subAcct": sub,
-            }
-        )
-        data = (resp or {}).get("data") or []
-        if data and str(data[0].get("sCode", "0")) == "0":
-            return {"ok": True, "data": data[0], "raw": resp}
-        return {"ok": False, "msg": _okx_trade_error_message(resp=resp), "raw": resp}
-    except Exception as e:
-        return {"ok": False, "msg": _okx_trade_error_message(e)}
-
-
 def format_position_row(
     pos: dict[str, Any],
     ct_mult: float = 0.01,

lib/hedge_plan/hedge_options_exclusive_lib.py

@@ -31,7 +31,7 @@ def block_standalone_option_open_msg(conn: Any) -> Optional[str]:
         if count_active_plans(conn) > 0:
             return "存在进行中对冲计划,禁止单独开期权(可在 env「对冲与期权互斥门控」关闭)"
     except Exception:
-        return None
+        return "互斥门控校验失败,暂禁止单独开期权"
     return None
 
 
@@ -77,10 +77,10 @@ def block_hedge_plan_start_msg(
         try:
             rows = fetch_positions(exchange) or []
         except Exception:
-            return None
+            return "获取期权持仓失败,暂禁止启动对冲计划"
     try:
         if has_standalone_option_position(conn, rows):
             return "存在单独期权持仓,禁止启动对冲计划(可在 env「对冲与期权互斥门控」关闭)"
     except Exception:
-        return None
+        return "互斥门控校验失败,暂禁止启动对冲计划"
     return None

lib/hedge_plan/hedge_plan_calc_lib.py

@@ -444,6 +444,7 @@ def _hedge_ratio(opt_pnl: float, perp_pnl: float) -> Optional[float]:
 
 def build_options_options_preview(
     *,
+    profit_rr: float | None = None,
     target_price: float | None = None,
     target_price_up: float | None = None,
     target_price_down: float | None = None,
@@ -451,7 +452,11 @@ def build_options_options_preview(
     leg_a: dict[str, Any],
     leg_b: dict[str, Any],
 ) -> dict[str, Any]:
-    """期期情景:上破/下破目标价 / 到期现价 / 最大保费损耗."""
+    """期期情景:盈亏比达标 / 到期现价 / 最大保费损耗.
+
+    profit_rr=2 表示目标盈利=2×权利金;中途不达标则等到期.
+    仍接受旧上破/下破参数仅作兼容测算.
+    """
 
     def _leg_pnl(leg: dict[str, Any], spot: float) -> float:
         return option_expiry_pnl(
@@ -463,15 +468,73 @@ def build_options_options_preview(
             premium_paid=float(leg.get("premium_paid") or 0),
         )
 
-    # 兼容旧单目标:若未传上下目标则用 target_price 填两边
+    prem = float(leg_a.get("premium_paid") or 0) + float(leg_b.get("premium_paid") or 0)
+    a_flat = _leg_pnl(leg_a, index_px)
+    b_flat = _leg_pnl(leg_b, index_px)
+    flat_total = a_flat + b_flat
+
+    rr = None
+    if profit_rr not in (None, ""):
+        try:
+            rr = float(profit_rr)
+        except (TypeError, ValueError):
+            rr = None
+    if rr is not None and rr > 0:
+        target_pnl = rr * prem
+        return {
+            "plan_type": "options_options",
+            "premium_paid": round(prem, 6),
+            "oo_profit_rr": round(rr, 4),
+            "target_profit": round(target_pnl, 4),
+            "scenarios": [
+                {
+                    "id": "rr_target",
+                    "label": f"盈亏比×{rr:g}",
+                    "spot": None,
+                    "leg_a_pnl": None,
+                    "leg_b_pnl": None,
+                    "total": round(target_pnl, 4),
+                    "note": f"两腿合计浮盈≥{rr:g}×权利金({round(prem, 4)})时全平;不达标等到期",
+                },
+                {
+                    "id": "expiry_flat",
+                    "label": "到期·现价(未达标)",
+                    "spot": index_px,
+                    "leg_a_pnl": round(a_flat, 4),
+                    "leg_b_pnl": round(b_flat, 4),
+                    "total": round(flat_total, 4),
+                    "note": "中途未达盈亏比则持有至到期结算",
+                },
+                {
+                    "id": "max_premium_loss",
+                    "label": "最大保费损耗",
+                    "spot": None,
+                    "leg_a_pnl": round(-float(leg_a.get("premium_paid") or 0), 4),
+                    "leg_b_pnl": round(-float(leg_b.get("premium_paid") or 0), 4),
+                    "total": round(-prem, 4),
+                    "note": "双腿权利金全部损失",
+                },
+            ],
+            "summary": {
+                "oo_profit_rr": round(rr, 4),
+                "target_profit": round(target_pnl, 4),
+                "at_target_total": round(target_pnl, 4),
+                "expiry_flat_total": round(flat_total, 4),
+                "premium_paid": round(prem, 6),
+                "expiry_is_loss": flat_total <= 0,
+                "rr_risk_premium": round(prem, 6),
+                "rr_target": round(rr, 4),
+            },
+        }
+
+    # 兼容旧上破/下破测算
     up = target_price_up if target_price_up is not None else target_price
     down = target_price_down if target_price_down is not None else target_price
     if up is None or down is None:
-        raise ValueError("缺少上破/下破目标价")
+        raise ValueError("请填写盈亏比(相对权利金,默认2)")
     up_f = float(up)
     down_f = float(down)
 
-    prem = float(leg_a.get("premium_paid") or 0) + float(leg_b.get("premium_paid") or 0)
     a_up = _leg_pnl(leg_a, up_f)
     b_up = _leg_pnl(leg_b, up_f)
     at_up = a_up + b_up
@@ -482,15 +545,10 @@ def build_options_options_preview(
     at_dn = a_dn + b_dn
     win_dn = "a" if a_dn >= b_dn else "b"
 
-    a_flat = _leg_pnl(leg_a, index_px)
-    b_flat = _leg_pnl(leg_b, index_px)
-    flat_total = a_flat + b_flat
-    expiry_loss = flat_total if flat_total <= 0 else flat_total
-
     return {
         "plan_type": "options_options",
         "premium_paid": round(prem, 6),
-        "target_price": up_f,  # 兼容旧字段,取上破
+        "target_price": up_f,
         "target_price_up": up_f,
         "target_price_down": down_f,
         "winner_at_up": win_up,
@@ -538,10 +596,9 @@ def build_options_options_preview(
             "at_target_up_total": round(at_up, 4),
             "at_target_down_total": round(at_dn, 4),
             "at_target_total": round(at_up, 4),
-            "expiry_flat_total": round(expiry_loss, 4),
+            "expiry_flat_total": round(flat_total, 4),
             "premium_paid": round(prem, 6),
             "expiry_is_loss": flat_total <= 0,
-            # 盈亏比:盈利/全亏保费(风险=权利金全损)
             "rr_risk_premium": round(prem, 6),
             "rr_at_up": round(at_up / prem, 4) if prem > 0 else None,
             "rr_at_down": round(at_dn / prem, 4) if prem > 0 else None,

lib/hedge_plan/hedge_plan_db.py

@@ -72,8 +72,22 @@ def init_hedge_plan_tables(conn: sqlite3.Connection) -> None:
     )
     _ensure_column(conn, "hedge_plans", "target_price_up", "REAL")
     _ensure_column(conn, "hedge_plans", "target_price_down", "REAL")
+    # 期期:目标盈亏比=目标盈利/权利金(如 2=盈利 2 倍权利金);不达标则等到期
+    _ensure_column(conn, "hedge_plans", "oo_profit_rr", "REAL")
     # close_all=盈利腿平后清残腿;hold_expiry=残腿持有至到期(现状)
     _ensure_column(conn, "hedge_plans", "oo_close_mode", "TEXT")
+    # 永期「以期权为主」
+    _ensure_column(conn, "hedge_plans", "option_primary", "INTEGER")
+    _ensure_column(conn, "hedge_plans", "option_target_points", "REAL")
+    _ensure_column(conn, "hedge_plans", "perp_target_points", "REAL")
+    _ensure_column(conn, "hedge_plans", "option_perp_ratio", "REAL")
+    _ensure_column(conn, "hedge_plans", "premium_budget", "REAL")
+    _ensure_column(conn, "hedge_plans", "strike_interval", "REAL")
+    _ensure_column(conn, "hedge_plans", "min_option_hours", "REAL")
+    _ensure_column(conn, "hedge_plans", "option_moneyness", "TEXT")
+    _ensure_column(conn, "hedge_plans", "option_leverage", "REAL")
+    _ensure_column(conn, "hedge_plans", "perp_direction", "TEXT")
+    _ensure_column(conn, "hedge_plan_legs", "ct_mult", "REAL")
 
 
 def _ensure_column(conn: sqlite3.Connection, table: str, col: str, typedef: str) -> None:
@@ -88,15 +102,19 @@ def _ensure_column(conn: sqlite3.Connection, table: str, col: str, typedef: str)
         conn.execute(f"ALTER TABLE {table} ADD COLUMN {col} {typedef}")
 
 
+_ACTIVE_STATUSES = ("opening", "active", "partial", "watching")
+
+
 def count_active_plans(conn: sqlite3.Connection, plan_type: Optional[str] = None) -> int:
+    statuses = ",".join(f"'{s}'" for s in _ACTIVE_STATUSES)
     if plan_type:
         row = conn.execute(
-            "SELECT COUNT(1) AS c FROM hedge_plans WHERE status IN ('opening','active','partial') AND plan_type=?",
+            f"SELECT COUNT(1) AS c FROM hedge_plans WHERE status IN ({statuses}) AND plan_type=?",
             (plan_type,),
         ).fetchone()
     else:
         row = conn.execute(
-            "SELECT COUNT(1) AS c FROM hedge_plans WHERE status IN ('opening','active','partial')"
+            f"SELECT COUNT(1) AS c FROM hedge_plans WHERE status IN ({statuses})"
         ).fetchone()
     return int((row["c"] if row else 0) or 0)
 
@@ -189,7 +207,7 @@ def delete_plan(conn: sqlite3.Connection, plan_id: int) -> dict[str, Any]:
     if not plan:
         return {"ok": False, "msg": "计划不存在"}
     st = str(plan.get("status") or "")
-    if st in ("opening", "active", "partial"):
+    if st in ("opening", "active", "partial", "watching"):
         return {"ok": False, "msg": "进行中的计划不可删除,请先结束"}
     conn.execute("DELETE FROM hedge_plan_legs WHERE plan_id=?", (int(plan_id),))
     conn.execute("DELETE FROM hedge_plans WHERE id=?", (int(plan_id),))
@@ -225,7 +243,23 @@ def attach_legs_to_plans(conn: sqlite3.Connection, plans: list[dict[str, Any]])
         legs = get_plan_legs(conn, int(p["id"]))
         row = dict(p)
         row["legs"] = legs
-        row["contracts_summary"] = legs_contract_summary(legs)
+        summary = legs_contract_summary(legs)
+        if str(p.get("status") or "") == "watching" and (not legs or summary == "—"):
+            money = str(p.get("option_moneyness") or "otm")
+            money_lab = {"itm": "实/平", "atm": "平值", "otm": "虚值"}.get(money, money)
+            parts = [f"盯盘·{money_lab}"]
+            try:
+                if p.get("strike_interval") not in (None, ""):
+                    parts.append(f"间隔{float(p.get('strike_interval')):g}")
+            except (TypeError, ValueError):
+                pass
+            try:
+                if p.get("option_leverage") not in (None, ""):
+                    parts.append(f"杠杆≥{float(p.get('option_leverage')):g}")
+            except (TypeError, ValueError):
+                pass
+            summary = "·".join(parts)
+        row["contracts_summary"] = summary
         row["missing_leg"] = missing_leg_role(legs)
         out.append(row)
     return out
@@ -240,7 +274,7 @@ def active_options_targets_by_inst(conn: sqlite3.Connection) -> dict[str, dict[s
     rows = conn.execute(
         """
         SELECT p.id AS plan_id, p.underlying, p.target_price_up, p.target_price_down,
-               l.inst_id, l.opt_type
+               p.oo_profit_rr, l.inst_id, l.opt_type
         FROM hedge_plans p
         JOIN hedge_plan_legs l ON l.plan_id = p.id
         WHERE p.plan_type = 'options_options'
@@ -255,10 +289,36 @@ def active_options_targets_by_inst(conn: sqlite3.Connection) -> dict[str, dict[s
     for raw in rows:
         row = dict(raw)
         inst_id = str(row.get("inst_id") or "")
+        if not inst_id or inst_id in out:
+            continue
         opt_type = str(row.get("opt_type") or "").upper()
+        rr = _sf(row.get("oo_profit_rr"))
         target = row.get("target_price_up") if opt_type == "C" else row.get("target_price_down")
         target_f = _sf(target)
-        if not inst_id or target_f is None or target_f <= 0 or inst_id in out:
+        # 盈亏比模式无指数目标价;旧上破/下破计划仍透出 target_index 只读展示
+        if rr is not None and rr > 0:
+            out[inst_id] = {
+                "plan_id": int(row["plan_id"]),
+                "inst_id": inst_id,
+                "underlying": row.get("underlying"),
+                "opt_type": opt_type,
+                "target_index": None,
+                "oo_profit_rr": rr,
+                "plan_type": "options_options",
+                "managed_by": "hedge_plan",
+            }
+            continue
+        if target_f is None or target_f <= 0:
+            # 无目标价也标记托管,避免期权页误拆组
+            out[inst_id] = {
+                "plan_id": int(row["plan_id"]),
+                "inst_id": inst_id,
+                "underlying": row.get("underlying"),
+                "opt_type": opt_type,
+                "target_index": None,
+                "plan_type": "options_options",
+                "managed_by": "hedge_plan",
+            }
             continue
         out[inst_id] = {
             "plan_id": int(row["plan_id"]),
@@ -272,6 +332,26 @@ def active_options_targets_by_inst(conn: sqlite3.Connection) -> dict[str, dict[s
     return out
 
 
+def active_hedge_option_inst_ids(conn: sqlite3.Connection) -> set[str]:
+    """进行中对冲计划托管的期权合约,禁止单独期权页 close/target 拆组."""
+    rows = conn.execute(
+        """
+        SELECT DISTINCT l.inst_id
+        FROM hedge_plan_legs l
+        JOIN hedge_plans p ON p.id = l.plan_id
+        WHERE p.status IN ('opening', 'active', 'partial')
+          AND l.status IN ('open', 'hold_to_expiry')
+          AND l.inst_id IS NOT NULL
+          AND TRIM(l.inst_id) != ''
+          AND (
+            l.leg_role LIKE 'option%'
+            OR (l.opt_type IS NOT NULL AND TRIM(l.opt_type) != '')
+          )
+        """
+    ).fetchall()
+    return {str(r[0]).strip() for r in rows if r and r[0]}
+
+
 def _sf(v: Any) -> Optional[float]:
     try:
         if v is None or v == "":

lib/hedge_plan/hedge_plan_moneyness_lib.py

@@ -0,0 +1,285 @@
+"""对冲计划虚实值选约与校验.
+
+永期(perp_options):期权腿仅允许实值或平值(禁虚值).
+期期(options_options):两腿仅允许平值或虚值(禁实值).
+"""
+from __future__ import annotations
+
+import os
+from typing import Any, Optional
+
+
+def _env_float(name: str, default: float) -> float:
+    try:
+        return float(os.getenv(name) or default)
+    except (TypeError, ValueError):
+        return float(default)
+
+
+def itm_max_dist_usd() -> float:
+    """过深实值上限(USD).优先对冲专用,否则回退期权页."""
+    raw = (os.getenv("HEDGE_PLAN_ITM_MAX_DIST_USD") or "").strip()
+    if raw:
+        try:
+            return max(0.0, float(raw))
+        except ValueError:
+            pass
+    return max(0.0, _env_float("OKX_OPTIONS_ITM_MAX_DIST_USD", 30.0))
+
+
+def min_option_hours() -> float:
+    return max(0.0, _env_float("HEDGE_PLAN_MIN_OPTION_HOURS", 8.0))
+
+
+def min_option_leverage() -> float:
+    """指数/卖一 最低杠杆门槛;0=不启用."""
+    return max(0.0, _env_float("HEDGE_PLAN_MIN_OPTION_LEVERAGE", 0.0))
+
+
+def _sf(v: Any) -> Optional[float]:
+    if v is None or v == "":
+        return None
+    try:
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def normalize_opt_type(opt_type: Any, inst_id: str = "") -> str:
+    o = str(opt_type or "").strip().upper()
+    if o in ("C", "CALL"):
+        return "C"
+    if o in ("P", "PUT"):
+        return "P"
+    inst = str(inst_id or "").upper()
+    if inst.endswith("-C") or inst.endswith("-CALL"):
+        return "C"
+    if inst.endswith("-P") or inst.endswith("-PUT"):
+        return "P"
+    return ""
+
+
+def classify_moneyness(*, opt_type: str, strike: float, index_px: float) -> str:
+    """itm / atm / otm / unknown.与 options_pricing_lib.option_moneyness 同口径."""
+    from lib.options.options_pricing_lib import option_moneyness
+
+    return option_moneyness(opt_type=opt_type, strike=strike, index_px=index_px)
+
+
+def is_itm_or_atm(*, opt_type: str, strike: float, index_px: float) -> bool:
+    """Call: K<=S(+atm 带);Put: K>=S.用 classify 结果含 atm/itm."""
+    m = classify_moneyness(opt_type=opt_type, strike=strike, index_px=index_px)
+    if m in ("itm", "atm"):
+        return True
+    # 几何兜底(与 eth_hedge_sim 一致),避免 atm 带边界漏判
+    o = normalize_opt_type(opt_type)
+    k = float(strike)
+    s = float(index_px)
+    if o == "C":
+        return k <= s + 1e-9
+    if o == "P":
+        return k >= s - 1e-9
+    return False
+
+
+def is_atm_or_otm(*, opt_type: str, strike: float, index_px: float) -> bool:
+    m = classify_moneyness(opt_type=opt_type, strike=strike, index_px=index_px)
+    if m in ("atm", "otm"):
+        return True
+    o = normalize_opt_type(opt_type)
+    k = float(strike)
+    s = float(index_px)
+    if o == "C":
+        return k >= s - 1e-9  # 平值带内或虚值
+    if o == "P":
+        return k <= s + 1e-9
+    return False
+
+
+def itm_depth_usd(*, opt_type: str, strike: float, index_px: float) -> float:
+    o = normalize_opt_type(opt_type)
+    k = float(strike)
+    s = float(index_px)
+    if o == "C" and k < s:
+        return s - k
+    if o == "P" and k > s:
+        return k - s
+    return 0.0
+
+
+def parse_strike_from_inst(inst_id: str) -> Optional[float]:
+    """从 OKX 合约名解析行权价: ETH-USD-260731-1800-P."""
+    parts = str(inst_id or "").strip().upper().split("-")
+    if len(parts) < 5:
+        return None
+    return _sf(parts[-2])
+
+
+def pick_itm_or_atm_contract(
+    contracts: list[dict[str, Any]],
+    *,
+    opt_type: str,
+    index_px: float,
+    itm_max_dist: Optional[float] = None,
+) -> Optional[dict[str, Any]]:
+    """在合约列表中选距标的最近的实值/平值腿."""
+    want = normalize_opt_type(opt_type)
+    if not want or index_px <= 0:
+        return None
+    max_dist = itm_max_dist if itm_max_dist is not None else itm_max_dist_usd()
+    cands: list[tuple[float, float, dict[str, Any]]] = []
+    for c in contracts or []:
+        if normalize_opt_type(c.get("opt_type"), str(c.get("inst_id") or "")) != want:
+            continue
+        k = _sf(c.get("strike"))
+        if k is None:
+            continue
+        if not is_itm_or_atm(opt_type=want, strike=k, index_px=index_px):
+            continue
+        depth = itm_depth_usd(opt_type=want, strike=k, index_px=index_px)
+        if max_dist > 0 and depth > max_dist:
+            continue
+        cands.append((abs(k - index_px), k, c))
+    if not cands:
+        return None
+    cands.sort(key=lambda x: (x[0], x[1]))
+    return cands[0][2]
+
+
+def pick_atm_or_otm_contract(
+    contracts: list[dict[str, Any]],
+    *,
+    opt_type: str,
+    index_px: float,
+    prefer: str = "atm",
+) -> Optional[dict[str, Any]]:
+    """选平值或虚值腿.prefer=atm 取距标的最近;prefer=otm 取最近虚值(不含实值)."""
+    want = normalize_opt_type(opt_type)
+    if not want or index_px <= 0:
+        return None
+    prefer_l = (prefer or "atm").strip().lower()
+    cands: list[tuple[float, float, dict[str, Any]]] = []
+    for c in contracts or []:
+        if normalize_opt_type(c.get("opt_type"), str(c.get("inst_id") or "")) != want:
+            continue
+        k = _sf(c.get("strike"))
+        if k is None:
+            continue
+        if not is_atm_or_otm(opt_type=want, strike=k, index_px=index_px):
+            continue
+        m = classify_moneyness(opt_type=want, strike=k, index_px=index_px)
+        if prefer_l == "otm" and m != "otm":
+            continue
+        if prefer_l == "atm" and m == "otm":
+            # 仍可入选,但排序靠后(先 atm)
+            cands.append((1_000_000 + abs(k - index_px), k, c))
+        else:
+            cands.append((abs(k - index_px), k, c))
+    if not cands:
+        return None
+    cands.sort(key=lambda x: (x[0], x[1]))
+    return cands[0][2]
+
+
+def recommend_oo_legs(
+    contracts: list[dict[str, Any]],
+    *,
+    index_px: float,
+    template: str = "atm_straddle",
+) -> Optional[tuple[dict[str, Any], dict[str, Any]]]:
+    """期期推荐两腿.atm_straddle=最近平值 Call+Put;double_otm=最近虚值 Call+Put."""
+    tpl = (template or "atm_straddle").strip().lower()
+    prefer = "otm" if tpl in ("double_otm", "otm_otm", "otm") else "atm"
+    call = pick_atm_or_otm_contract(
+        contracts, opt_type="C", index_px=index_px, prefer=prefer
+    )
+    put = pick_atm_or_otm_contract(
+        contracts, opt_type="P", index_px=index_px, prefer=prefer
+    )
+    if not call or not put:
+        return None
+    if str(call.get("inst_id") or "") == str(put.get("inst_id") or ""):
+        return None
+    return call, put
+
+
+def validate_po_option_moneyness(
+    *,
+    opt_type: str,
+    strike: Any,
+    index_px: Any,
+    ask: Any = None,
+    hours_to_expiry: Any = None,
+) -> Optional[str]:
+    """永期保险腿校验;返回错误文案或 None."""
+    o = normalize_opt_type(opt_type)
+    k = _sf(strike)
+    s = _sf(index_px)
+    if o not in ("C", "P"):
+        return "期权类型无效"
+    if k is None or s is None or s <= 0:
+        return "行权价或指数无效,无法校验虚实值"
+    if not is_itm_or_atm(opt_type=o, strike=k, index_px=s):
+        return "永期保险腿须为实值或平值,不可选虚值"
+    max_dist = itm_max_dist_usd()
+    depth = itm_depth_usd(opt_type=o, strike=k, index_px=s)
+    if max_dist > 0 and depth > max_dist:
+        return f"实值过深(距现价 {depth:.1f}U > {max_dist:.0f}U),请换更接近平值的档"
+    min_h = min_option_hours()
+    h = _sf(hours_to_expiry)
+    if min_h > 0 and h is not None and h < min_h:
+        return f"剩余到期约 {h:.1f}h,低于最低 {min_h:.0f}h"
+    min_lev = min_option_leverage()
+    a = _sf(ask)
+    if min_lev > 0 and a is not None and a > 0:
+        lev = s / a
+        if lev < min_lev:
+            return f"期权杠杆 S/ask≈{lev:.0f} 低于门槛 {min_lev:.0f}"
+    return None
+
+
+def validate_oo_leg_moneyness(
+    *,
+    opt_type: str,
+    strike: Any,
+    index_px: Any,
+    role: str = "腿",
+) -> Optional[str]:
+    o = normalize_opt_type(opt_type)
+    k = _sf(strike)
+    s = _sf(index_px)
+    if o not in ("C", "P"):
+        return f"{role}期权类型无效"
+    if k is None or s is None or s <= 0:
+        return f"{role}行权价或指数无效,无法校验虚实值"
+    m = classify_moneyness(opt_type=o, strike=k, index_px=s)
+    if m == "itm":
+        return f"{role}须为平值或虚值,不可选实值"
+    if not is_atm_or_otm(opt_type=o, strike=k, index_px=s):
+        return f"{role}须为平值或虚值"
+    return None
+
+
+def validate_oo_legs_moneyness(
+    leg_a: dict[str, Any],
+    leg_b: dict[str, Any],
+    *,
+    index_px: Any,
+) -> Optional[str]:
+    err = validate_oo_leg_moneyness(
+        opt_type=leg_a.get("opt_type"),
+        strike=leg_a.get("strike"),
+        index_px=index_px,
+        role="腿A",
+    )
+    if err:
+        return err
+    err = validate_oo_leg_moneyness(
+        opt_type=leg_b.get("opt_type"),
+        strike=leg_b.get("strike"),
+        index_px=index_px,
+        role="腿B",
+    )
+    if err:
+        return err
+    return None

lib/hedge_plan/hedge_plan_monitor_lib.py

@@ -66,8 +66,63 @@ def _index_px(cfg: dict[str, Any], underlying: str) -> Optional[float]:
     return None
 
 
+def _plan_open_grace_sec() -> float:
+    try:
+        return max(0.0, float(os.getenv("HEDGE_PLAN_OPEN_GRACE_SEC") or "90"))
+    except (TypeError, ValueError):
+        return 90.0
+
+
+def _within_open_grace(plan: dict[str, Any]) -> bool:
+    """开仓后宽限期:仓位尚未同步到交易所时禁止按「已平」收口."""
+    grace = _plan_open_grace_sec()
+    if grace <= 0:
+        return False
+    raw = str(plan.get("opened_at") or plan.get("created_at") or "").strip()
+    if not raw:
+        return True
+    try:
+        # "YYYY-MM-DD HH:MM:SS" 本地墙钟
+        opened = datetime.strptime(raw[:19], "%Y-%m-%d %H:%M:%S")
+        age = (datetime.now() - opened).total_seconds()
+        return age < grace
+    except Exception:
+        return True
+
+
+def _classify_po_flat_reason(
+    *,
+    direction: str,
+    entry: float,
+    mark: Optional[float],
+    tp: Optional[float],
+    sl: Optional[float],
+) -> str:
+    """永续已平时分类 TP/SL.歧义时偏 SL(触发强平期权),避免误判 TP 跳过强平."""
+    d = (direction or "long").lower()
+    if mark is None or not entry:
+        return "perp_flat_unknown"
+    if sl is not None:
+        if d == "long" and mark <= sl:
+            return "perp_sl"
+        if d == "short" and mark >= sl:
+            return "perp_sl"
+    if tp is not None:
+        if d == "long" and mark >= tp:
+            return "perp_tp"
+        if d == "short" and mark <= tp:
+            return "perp_tp"
+    if sl is not None and tp is not None:
+        return "perp_sl" if abs(mark - sl) <= abs(mark - tp) else "perp_tp"
+    if sl is not None:
+        return "perp_sl"
+    if tp is not None:
+        return "perp_tp"
+    return "perp_flat_unknown"
+
+
 def tick_active_plans(cfg: dict[str, Any]) -> dict[str, Any]:
-    """扫描 active 计划 + 止盈后遗留期权到期收口.返回处理摘要."""
+    """扫描 active/partial 计划 + 止盈后遗留期权到期收口.返回处理摘要."""
     get_db = cfg.get("get_db")
     if not callable(get_db):
         return {"ok": False, "msg": "get_db missing"}
@@ -78,8 +133,16 @@ def tick_active_plans(cfg: dict[str, Any]) -> dict[str, Any]:
         from lib.hedge_plan.hedge_plan_db import init_hedge_plan_tables
 
         init_hedge_plan_tables(conn)
-        plans = list_plans(conn, status="active", limit=40)
+        plans = list_plans(conn, status="watching", limit=20)
+        plans.extend(list_plans(conn, status="active", limit=40))
+        # partial:裸永续/半腿也需侦测永续 TP/SL
+        plans.extend(list_plans(conn, status="partial", limit=20))
+        seen: set[int] = set()
         for plan in plans:
+            pid = int(plan.get("id") or 0)
+            if pid in seen:
+                continue
+            seen.add(pid)
             r = _tick_one(cfg, conn, plan)
             if r:
                 acted.append(r)
@@ -162,7 +225,22 @@ def _tick_one(cfg: dict[str, Any], conn: Any, plan: dict[str, Any]) -> Optional[
     pt = plan.get("plan_type")
     legs = get_plan_legs(conn, int(plan["id"]))
     if pt == "perp_options":
-        # 先判断期权是否已过期且永续仍在(罕见);主路径仍是永续平仓侦测
+        from lib.hedge_plan.hedge_plan_option_primary_lib import is_option_primary
+
+        if is_option_primary(plan):
+            if str(plan.get("status") or "") == "watching":
+                return _tick_po_option_primary_watching(cfg, conn, plan)
+            # 期权为主:半平重试 → 到期 → 目标位分叉
+            r = _tick_po_option_primary_pending(cfg, conn, plan, legs)
+            if r:
+                return r
+            r = _tick_po_option_primary_expiry(cfg, conn, plan, legs)
+            if r:
+                return r
+            r = _tick_po_option_primary_both_expired(cfg, conn, plan, legs)
+            if r:
+                return r
+            return _tick_po_option_primary(cfg, conn, plan, legs)
         r = _tick_po(cfg, conn, plan, legs)
         return r
     if pt == "options_options":
@@ -176,18 +254,550 @@ def _tick_one(cfg: dict[str, Any], conn: Any, plan: dict[str, Any]) -> Optional[
     return None
 
 
+def _tick_po_option_primary_watching(
+    cfg: dict[str, Any], conn: Any, plan: dict[str, Any]
+) -> Optional[dict[str, Any]]:
+    """盯盘:链上出现杠杆/间隔达标合约后自动开仓."""
+    import json
+    import os
+
+    from lib.hedge_plan.hedge_plan_option_primary_lib import (
+        pick_option_primary_candidate,
+        size_from_premium,
+    )
+    from lib.hedge_plan.hedge_plan_orders_lib import execute_perp_options_start
+    from lib.hedge_plan.hedge_plan_register import _activate_watching_po
+
+    build_chain = cfg.get("build_option_chain")
+    ex = cfg.get("exchange_options")
+    if not callable(build_chain) or ex is None:
+        return None
+    body0: dict[str, Any] = {}
+    try:
+        raw = plan.get("preview_json") or ""
+        blob = json.loads(raw) if raw else {}
+        body0 = dict(blob.get("start_body") or blob or {})
+    except Exception:
+        body0 = {}
+    uly = str(plan.get("underlying") or body0.get("underlying") or "ETH").upper()
+    direction = str(plan.get("direction") or body0.get("direction") or "long").lower()
+    money = str(plan.get("option_moneyness") or body0.get("moneyness") or "otm").lower()
+    interval = plan.get("strike_interval")
+    if interval in (None, ""):
+        interval = body0.get("strike_interval", 15)
+    min_h = plan.get("min_option_hours")
+    if min_h in (None, ""):
+        min_h = body0.get("min_option_hours", 36)
+    opt_lev = plan.get("option_leverage")
+    if opt_lev in (None, ""):
+        opt_lev = body0.get("option_leverage")
+    try:
+        chain = build_chain(
+            ex,
+            uly,
+            max_dte_days=float(cfg.get("chain_max_dte") or 14),
+            itm_only=False,
+            itm_max_dist_usd=float(os.getenv("OKX_OPTIONS_ITM_MAX_DIST_USD") or "30"),
+        )
+    except Exception as e:
+        update_plan(conn, int(plan["id"]), note=f"盯盘拉链失败: {e}"[:500])
+        return None
+    cand = pick_option_primary_candidate(
+        chain,
+        direction=direction,
+        moneyness=money,
+        strike_interval=interval,
+        min_hours=min_h,
+        min_opt_leverage=opt_lev,
+    )
+    if not cand:
+        return None
+    ask = float(cand.get("ask") or 0)
+    ct = float(cand.get("ct_mult") or body0.get("ct_mult") or 0.01)
+    sized = size_from_premium(
+        premium_budget=float(plan.get("premium_budget") or body0.get("premium_budget") or 0),
+        ask=ask,
+        ct_mult=ct,
+        ratio=float(plan.get("option_perp_ratio") or body0.get("option_perp_ratio") or 2),
+        contract_size=float(body0.get("contract_size") or 0.01),
+    )
+    if not sized.get("ok"):
+        update_plan(conn, int(plan["id"]), note=f"盯盘定仓失败: {sized.get('msg')}"[:500])
+        return None
+    idx = float(cand.get("index_px") or chain.get("index_px") or 0)
+    body = dict(body0)
+    body.update(
+        {
+            "plan_type": "perp_options",
+            "option_primary": True,
+            "watch_entry": 0,
+            "underlying": uly,
+            "direction": direction,
+            "moneyness": money,
+            "opt_inst_id": cand.get("inst_id"),
+            "opt_type": cand.get("opt_type"),
+            "strike": cand.get("strike"),
+            "ask": ask,
+            "ct_mult": ct,
+            "sheets": sized["sheets"],
+            "contracts": sized["contracts"],
+            "eth_qty": sized.get("eth_qty"),
+            "index_px": idx,
+            "entry": idx,
+            "hours_to_expiry": cand.get("hours_to_expiry"),
+            "strike_interval": interval,
+            "min_option_hours": min_h,
+            "option_leverage": opt_lev,
+            "option_perp_ratio": plan.get("option_perp_ratio") or body0.get("option_perp_ratio"),
+            "option_target_points": plan.get("option_target_points") or body0.get("option_target_points"),
+            "perp_target_points": plan.get("perp_target_points") or body0.get("perp_target_points"),
+            "premium_budget": plan.get("premium_budget") or body0.get("premium_budget"),
+            "leverage": plan.get("leverage") or body0.get("leverage") or 100,
+            "exchange_symbol": body0.get("exchange_symbol") or f"{uly}-USDT-SWAP",
+            "contract_size": body0.get("contract_size") or 0.01,
+        }
+    )
+    dry = str(os.getenv("HEDGE_PLAN_DRY_RUN") or "").strip().lower() in ("1", "true", "yes", "on")
+    out = execute_perp_options_start(cfg, body, dry_run=dry, persist=None)
+    if not out.get("ok"):
+        update_plan(conn, int(plan["id"]), note=f"盯盘开仓未成: {out.get('msg')}"[:500])
+        return {"plan_id": plan["id"], "watching_open": False, "msg": out.get("msg")}
+    if dry:
+        update_plan(conn, int(plan["id"]), note=f"dry_run命中 {cand.get('inst_id')}"[:500])
+        return {"plan_id": plan["id"], "watching_open": True, "dry_run": True, "inst_id": cand.get("inst_id")}
+    _activate_watching_po(cfg, conn, int(plan["id"]), out, body)
+    return {
+        "plan_id": plan["id"],
+        "watching_open": True,
+        "inst_id": cand.get("inst_id"),
+        "leverage": cand.get("leverage"),
+    }
+
+
+def _tick_po_option_primary_pending(
+    cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]
+) -> Optional[dict[str, Any]]:
+    """期权已平、永续待平(opt_target_perp_pending)时只重试平永续."""
+    from lib.hedge_plan.hedge_plan_option_primary_lib import perp_direction_for_view
+    from lib.hedge_plan.hedge_plan_orders_lib import _close_perp
+
+    pending = str(plan.get("close_reason") or "")
+    if pending not in ("opt_target_perp_pending", "opt_target_pending"):
+        return None
+    perp = next((x for x in legs if x.get("leg_role") == "perp"), None)
+    opt = next((x for x in legs if x.get("leg_role") == "option_hedge"), None)
+    if not perp or str(perp.get("status") or "") != "open":
+        return None
+    view = str(plan.get("direction") or "long").lower()
+    perp_dir = str(plan.get("perp_direction") or perp.get("side") or perp_direction_for_view(view)).lower()
+    symbol = str(perp.get("symbol") or "")
+    contracts = float(perp.get("size") or plan.get("perp_size") or 0)
+
+    # 期权仍 open:继续走主路径,不在此强平
+    if pending == "opt_target_pending" and opt and str(opt.get("status") or "") == "open":
+        return None
+
+    # 期权已平或 already flat:只补平永续
+    if opt and str(opt.get("status") or "") == "open":
+        return None
+
+    perp_close = _close_perp(cfg, symbol=symbol, direction=perp_dir, contracts=contracts, dry_run=False)
+    if not perp_close.get("ok"):
+        notify_hedge(
+            cfg,
+            build_hedge_alert_message(
+                title="期权已平·永续平仓重试失败",
+                plan_id=plan.get("id"),
+                detail=str(perp_close.get("msg") or perp_close),
+            ),
+        )
+        update_plan(conn, int(plan["id"]), close_reason="opt_target_perp_pending")
+        return {"plan_id": plan["id"], "retry": True, "perp_close": perp_close}
+
+    entry = _sf(plan.get("entry_mark")) or _sf(perp.get("avg_open")) or 0
+    mark = entry
+    ex = cfg.get("exchange")
+    if ex is not None and symbol:
+        try:
+            t = ex.fetch_ticker(symbol)
+            mark = _sf((t.get("info") or {}).get("markPx")) or _sf(t.get("last")) or entry
+        except Exception:
+            pass
+    cs = float(cfg.get("default_contract_size") or 0.01)
+    get_cs = cfg.get("get_contract_size")
+    if callable(get_cs) and symbol:
+        try:
+            cs = float(get_cs(symbol) or cs)
+        except Exception:
+            pass
+    coins = contracts * cs
+    if perp_dir == "short":
+        perp_pnl = (float(entry or 0) - float(mark or 0)) * coins
+    else:
+        perp_pnl = (float(mark or 0) - float(entry or 0)) * coins
+    opt_pnl = float(opt.get("realized_pnl") or 0) if opt else float(plan.get("realized_pnl_options") or 0)
+    conn.execute(
+        "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+        ("closed", "opt_target_points", _now(), round(perp_pnl, 4), perp["id"]),
+    )
+    total = opt_pnl + perp_pnl
+    update_plan(
+        conn,
+        int(plan["id"]),
+        status="closed",
+        close_reason="opt_target_points",
+        realized_pnl_perp=round(perp_pnl, 4),
+        realized_pnl_options=round(opt_pnl, 4),
+        realized_pnl_total=round(total, 4),
+        stats_bucket="opt_primary",
+        closed_at=_now(),
+    )
+    _notify_end_reload(cfg, conn, int(plan["id"]))
+    return {"plan_id": plan["id"], "close_reason": "opt_target_points", "total": total, "recovered": True}
+
+
+def _tick_po_option_primary_both_expired(
+    cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]
+) -> Optional[dict[str, Any]]:
+    """两腿仍 open 但期权已到期:结算期权并市价平永续,避免裸奔."""
+    from lib.hedge_plan.hedge_plan_option_primary_lib import perp_direction_for_view
+    from lib.hedge_plan.hedge_plan_orders_lib import _close_perp
+
+    perp = next((x for x in legs if x.get("leg_role") == "perp"), None)
+    opt = next((x for x in legs if x.get("leg_role") == "option_hedge"), None)
+    if not perp or str(perp.get("status") or "") != "open":
+        return None
+    if not opt or str(opt.get("status") or "") != "open":
+        return None
+    if not leg_is_expired(opt):
+        return None
+    spot = _index_px(cfg, str(plan.get("underlying") or "ETH"))
+    if spot is None:
+        return None
+    est = settle_option_leg_at_spot(opt, float(spot))
+    opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=est)
+    conn.execute(
+        "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+        ("closed", "expiry", _now(), round(opt_pnl, 4), opt["id"]),
+    )
+    view = str(plan.get("direction") or "long").lower()
+    perp_dir = str(plan.get("perp_direction") or perp.get("side") or perp_direction_for_view(view)).lower()
+    symbol = str(perp.get("symbol") or "")
+    contracts = float(perp.get("size") or plan.get("perp_size") or 0)
+    perp_close = _close_perp(cfg, symbol=symbol, direction=perp_dir, contracts=contracts, dry_run=False)
+    entry = _sf(plan.get("entry_mark")) or _sf(perp.get("avg_open")) or float(spot)
+    cs = float(cfg.get("default_contract_size") or 0.01)
+    get_cs = cfg.get("get_contract_size")
+    if callable(get_cs) and symbol:
+        try:
+            cs = float(get_cs(symbol) or cs)
+        except Exception:
+            pass
+    coins = contracts * cs
+    if perp_dir == "short":
+        perp_pnl = (float(entry) - float(spot)) * coins
+    else:
+        perp_pnl = (float(spot) - float(entry)) * coins
+    if not perp_close.get("ok"):
+        notify_hedge(
+            cfg,
+            build_hedge_alert_message(
+                title="期权到期后永续平仓失败(将重试)",
+                plan_id=plan.get("id"),
+                detail=str(perp_close.get("msg") or perp_close),
+            ),
+        )
+        update_plan(
+            conn,
+            int(plan["id"]),
+            close_reason="opt_target_perp_pending",
+            realized_pnl_options=round(opt_pnl, 4),
+            note="期权已到期结算,永续待平",
+        )
+        return {"plan_id": plan["id"], "retry": True, "perp_close": perp_close}
+    conn.execute(
+        "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+        ("closed", "option_expired", _now(), round(perp_pnl, 4), perp["id"]),
+    )
+    total = opt_pnl + perp_pnl
+    update_plan(
+        conn,
+        int(plan["id"]),
+        status="closed",
+        close_reason="option_expired",
+        realized_pnl_perp=round(perp_pnl, 4),
+        realized_pnl_options=round(opt_pnl, 4),
+        realized_pnl_total=round(total, 4),
+        stats_bucket="opt_primary",
+        closed_at=_now(),
+    )
+    _notify_end_reload(cfg, conn, int(plan["id"]))
+    return {"plan_id": plan["id"], "close_reason": "option_expired", "total": total}
+
+
+def _tick_po_option_primary_expiry(
+    cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]
+) -> Optional[dict[str, Any]]:
+    """期权为主且永续已平、期权 hold_to_expiry → 到期结算后收口计划."""
+    perp = next((x for x in legs if x.get("leg_role") == "perp"), None)
+    opt = next((x for x in legs if x.get("leg_role") == "option_hedge"), None)
+    if not opt or str(opt.get("status") or "") != "hold_to_expiry":
+        return None
+    if perp and str(perp.get("status") or "") == "open":
+        return None
+    if not leg_is_expired(opt):
+        return None
+    spot = _index_px(cfg, str(plan.get("underlying") or "ETH"))
+    if spot is None:
+        return None
+    est = settle_option_leg_at_spot(opt, float(spot))
+    opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=est)
+    conn.execute(
+        "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+        ("closed", "expiry", _now(), round(opt_pnl, 4), opt["id"]),
+    )
+    perp_pnl = float(perp.get("realized_pnl") or 0) if perp else float(plan.get("realized_pnl_perp") or 0)
+    total = perp_pnl + opt_pnl
+    update_plan(
+        conn,
+        int(plan["id"]),
+        status="closed",
+        close_reason="perp_target_points_expiry",
+        realized_pnl_perp=round(perp_pnl, 4),
+        realized_pnl_options=round(opt_pnl, 4),
+        realized_pnl_total=round(total, 4),
+        stats_bucket="opt_primary",
+        closed_at=_now(),
+    )
+    _notify_end_reload(cfg, conn, int(plan["id"]))
+    return {"plan_id": plan["id"], "close_reason": "perp_target_points_expiry", "total": total}
+
+
+def _tick_po_option_primary(
+    cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]
+) -> Optional[dict[str, Any]]:
+    """以期权为主:触达目标位立即执行分叉平仓规则."""
+    from lib.hedge_plan.hedge_plan_option_primary_lib import (
+        estimate_combo_net_pnl,
+        option_bid_liquidity_ok,
+        perp_direction_for_view,
+        target_hit,
+    )
+    from lib.hedge_plan.hedge_plan_orders_lib import _close_perp
+
+    perp = next((x for x in legs if x.get("leg_role") == "perp"), None)
+    opt = next((x for x in legs if x.get("leg_role") == "option_hedge"), None)
+    if not perp or str(perp.get("status") or "") != "open":
+        return None
+    if not opt or str(opt.get("status") or "") != "open":
+        return None
+    if _within_open_grace(plan):
+        return None
+
+    view = str(plan.get("direction") or "long").lower()
+    perp_dir = str(plan.get("perp_direction") or perp.get("side") or perp_direction_for_view(view)).lower()
+    strike = _sf(opt.get("strike"))
+    n = _sf(plan.get("option_target_points"))
+    m = _sf(plan.get("perp_target_points"))
+    if strike is None or strike <= 0:
+        return None
+    idx = _index_px(cfg, str(plan.get("underlying") or "ETH"))
+    if idx is None:
+        return None
+
+    hit_opt = bool(n is not None and target_hit(view_side=view, index_px=idx, strike=strike, points=float(n)))
+    hit_perp = bool(m is not None and target_hit(view_side=view, index_px=idx, strike=strike, points=float(m)))
+    if not hit_opt and not hit_perp:
+        return None
+
+    symbol = str(perp.get("symbol") or "")
+    mark = None
+    ex = cfg.get("exchange")
+    if ex is not None and symbol:
+        try:
+            t = ex.fetch_ticker(symbol)
+            mark = _sf((t.get("info") or {}).get("markPx")) or _sf(t.get("last"))
+        except Exception:
+            mark = None
+    mark = mark or idx
+    entry = _sf(plan.get("entry_mark")) or _sf(perp.get("avg_open")) or mark
+    cs = float(cfg.get("default_contract_size") or 0.01)
+    get_cs = cfg.get("get_contract_size")
+    if callable(get_cs) and symbol:
+        try:
+            cs = float(get_cs(symbol) or cs)
+        except Exception:
+            pass
+
+    quote_fn = cfg.get("quote_option_contract")
+    ex_opt = cfg.get("exchange_options")
+    bid = None
+    bid_sz = None
+    if callable(quote_fn) and ex_opt is not None:
+        try:
+            q = quote_fn(ex_opt, str(opt.get("inst_id") or ""))
+            if q.get("ok"):
+                bid = _sf(q.get("bid"))
+                bid_sz = _sf(q.get("bid_sz"))
+        except Exception:
+            bid = None
+
+    ask_open = _sf(opt.get("avg_open")) or 0.0
+    sheets = float(opt.get("size") or 1)
+    ct = float(opt.get("ct_mult") or 0.01)
+    contracts = float(perp.get("size") or plan.get("perp_size") or 0)
+
+    # 优先期权目标;买一不足或净利≤0 时若永续目标已触达则改走永续目标
+    if hit_opt:
+        liq_ok, liq_msg = option_bid_liquidity_ok(bid, bid_sz, need_sheets=sheets)
+        net = None
+        if liq_ok:
+            net = estimate_combo_net_pnl(
+                view_side=view,
+                strike=float(strike),
+                index_px=float(idx),
+                ask_open=float(ask_open),
+                bid=float(bid or 0),
+                sheets=sheets,
+                ct_mult=ct,
+                perp_direction=perp_dir,
+                perp_entry=float(entry or 0),
+                perp_mark=float(mark or 0),
+                contracts=contracts,
+                contract_size=cs,
+            )
+        can_opt_exit = bool(liq_ok and net is not None and float(net.get("net") or 0) > 0)
+        if can_opt_exit:
+            reason = "opt_target_points"
+            close_r = _sell_option(cfg, inst_id=str(opt.get("inst_id") or ""), sheets=sheets)
+            if close_r.get("already_flat"):
+                opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=net["opt_net"])
+            elif not close_r.get("ok") or not close_r.get("fully_closed", True):
+                notify_hedge(
+                    cfg,
+                    build_hedge_alert_message(
+                        title="期权目标平仓失败(将重试)",
+                        plan_id=plan.get("id"),
+                        detail=str(close_r.get("msg") or close_r),
+                    ),
+                )
+                update_plan(conn, int(plan["id"]), close_reason="opt_target_pending")
+                return {"plan_id": plan["id"], "retry": True, "close": close_r}
+            else:
+                opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=net["opt_net"])
+            conn.execute(
+                "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+                ("closed", reason, _now(), round(opt_pnl, 4), opt["id"]),
+            )
+            perp_close = _close_perp(
+                cfg, symbol=symbol, direction=perp_dir, contracts=contracts, dry_run=False
+            )
+            if not perp_close.get("ok"):
+                notify_hedge(
+                    cfg,
+                    build_hedge_alert_message(
+                        title="期权已平但永续平仓失败(将重试)",
+                        plan_id=plan.get("id"),
+                        detail=str(perp_close.get("msg") or perp_close),
+                    ),
+                )
+                update_plan(conn, int(plan["id"]), close_reason="opt_target_perp_pending")
+                return {"plan_id": plan["id"], "retry": True, "perp_close": perp_close}
+            perp_pnl = float(net.get("perp_net") or 0)
+            conn.execute(
+                "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+                ("closed", reason, _now(), round(perp_pnl, 4), perp["id"]),
+            )
+            total = float(opt_pnl) + float(perp_pnl)
+            update_plan(
+                conn,
+                int(plan["id"]),
+                status="closed",
+                close_reason=reason,
+                realized_pnl_perp=round(perp_pnl, 4),
+                realized_pnl_options=round(opt_pnl, 4),
+                realized_pnl_total=round(total, 4),
+                stats_bucket="opt_primary",
+                closed_at=_now(),
+            )
+            _notify_end_reload(cfg, conn, int(plan["id"]))
+            return {"plan_id": plan["id"], "close_reason": reason, "total": total, "net": net}
+        if not hit_perp:
+            return {
+                "plan_id": plan["id"],
+                "skip": True,
+                "msg": (liq_msg if not liq_ok else "净利≤0,继续持有"),
+                "net": net,
+            }
+
+    if not hit_perp:
+        return None
+
+    reason = "perp_target_points"
+    # 永续目标:平永续,期权持有至到期
+    perp_close = _close_perp(cfg, symbol=symbol, direction=perp_dir, contracts=contracts, dry_run=False)
+    if not perp_close.get("ok"):
+        notify_hedge(
+            cfg,
+            build_hedge_alert_message(
+                title="永续目标平仓失败(将重试)",
+                plan_id=plan.get("id"),
+                detail=str(perp_close.get("msg") or perp_close),
+            ),
+        )
+        update_plan(conn, int(plan["id"]), close_reason="perp_target_pending")
+        return {"plan_id": plan["id"], "retry": True, "perp_close": perp_close}
+    # 估永续已实现
+    coins = contracts * cs
+    if perp_dir == "short":
+        perp_pnl = (float(entry or 0) - float(mark or 0)) * coins
+    else:
+        perp_pnl = (float(mark or 0) - float(entry or 0)) * coins
+    conn.execute(
+        "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+        ("closed", reason, _now(), round(perp_pnl, 4), perp["id"]),
+    )
+    conn.execute(
+        "UPDATE hedge_plan_legs SET status=?, close_reason=? WHERE id=?",
+        ("hold_to_expiry", "hold_expiry_after_perp_target", opt["id"]),
+    )
+    update_plan(
+        conn,
+        int(plan["id"]),
+        # 计划保持 active,等期权到期收口
+        close_reason="perp_target_points",
+        realized_pnl_perp=round(perp_pnl, 4),
+        note="永续已按目标平仓,期权持有至到期",
+    )
+    notify_hedge(
+        cfg,
+        build_hedge_alert_message(
+            title="永续目标已平·期权持有至到期",
+            plan_id=plan.get("id"),
+            detail=f"指数 {idx:.2f} · 永续盈亏约 {perp_pnl:.2f}",
+        ),
+    )
+    return {"plan_id": plan["id"], "close_reason": reason, "perp_pnl": perp_pnl, "opt_hold": True}
+
+
 def _tick_po(cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]) -> Optional[dict[str, Any]]:
     perp = next((x for x in legs if x.get("leg_role") == "perp"), None)
     opt = next((x for x in legs if x.get("leg_role") == "option_hedge"), None)
     if not perp or perp.get("status") != "open":
         return None
     symbol = perp.get("symbol") or ""
-    direction = (plan.get("direction") or "long").lower()
+    direction = (plan.get("perp_direction") or plan.get("direction") or "long").lower()
     live = _perp_live_contracts(cfg, symbol, direction)
-    # 仍有仓 → 未触达交易所 TP/SL
-    if live is not None and live > 0:
+    # API 失败 / 未注入 → 本轮跳过,绝不当「已平」
+    if live is None:
         return None
-    # 仓已平:用标记/最新粗判 TP or SL
+    # 仍有仓 → 未触达交易所 TP/SL
+    if live > 0:
+        return None
+    # 开仓后宽限期:仓位同步延迟可误读为 0
+    if _within_open_grace(plan):
+        return None
+
     entry = _sf(plan.get("entry_mark")) or _sf(perp.get("avg_open")) or 0
     tp = _sf(plan.get("tp"))
     sl = _sf(plan.get("sl"))
@@ -199,17 +809,19 @@ def _tick_po(cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[di
             mark = _sf((t.get("info") or {}).get("markPx")) or _sf(t.get("last"))
         except Exception:
             mark = None
-    reason = "perp_tp"
-    if mark is not None and sl is not None and entry:
-        if direction == "long" and mark <= sl:
-            reason = "perp_sl"
-        elif direction == "short" and mark >= sl:
-            reason = "perp_sl"
-        elif tp is not None:
-            if direction == "long" and mark >= tp:
-                reason = "perp_tp"
-            elif direction == "short" and mark <= tp:
-                reason = "perp_tp"
+    reason = _classify_po_flat_reason(
+        direction=direction, entry=float(entry or 0), mark=mark, tp=tp, sl=sl
+    )
+    # 上一轮止损强平未完成:粘滞为 SL,避免 mark 反弹误判 TP 跳过强平
+    pending_reason = str(plan.get("close_reason") or "")
+    if pending_reason == "perp_sl_pending_opt":
+        reason = "perp_sl"
+    elif pending_reason == "perp_tp_pending_opt":
+        reason = "perp_tp"
+    # 未明确 TP/SL 时不收口,下轮再判
+    if reason == "perp_flat_unknown":
+        return None
+
     premium = float(plan.get("premium_total") or 0)
     cs = float(cfg.get("default_contract_size") or 0.01)
     get_cs = cfg.get("get_contract_size")
@@ -227,66 +839,107 @@ def _tick_po(cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[di
         perp_pnl = (exit_px - entry) * coins
 
     opt_pnl = -premium
-    if reason == "perp_sl" and opt and _env_bool("HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS", True):
-        close_r = _sell_option(
-            cfg,
-            inst_id=str(opt.get("inst_id") or ""),
-            sheets=float(opt.get("size") or 1),
-        )
-        if not close_r.get("ok"):
-            notify_hedge(
+    if reason == "perp_sl" and opt and str(opt.get("status") or "") == "open":
+        if _env_bool("HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS", True):
+            close_r = _sell_option(
                 cfg,
-                build_hedge_alert_message(
-                    title="永续止损后期权强制平仓失败",
-                    plan_id=plan.get("id"),
-                    detail=str(close_r.get("msg") or close_r),
-                ),
+                inst_id=str(opt.get("inst_id") or ""),
+                sheets=float(opt.get("size") or 1),
             )
-        if close_r.get("ok"):
-            bid = _sf(close_r.get("bid"))
-            ask_open = _sf(opt.get("avg_open"))
-            if bid is not None and ask_open is not None:
-                ct = float(opt.get("ct_mult") or 0.01)
-                est = (bid - ask_open) * float(opt.get("size") or 1) * ct
-            else:
-                est = -premium
-            opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=est)
-        conn.execute(
-            "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
-            ("closed", reason, _now(), opt_pnl, opt["id"]),
-        )
-    elif reason == "perp_tp" and opt:
-        if _env_bool("HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS", False):
-            close_r = _sell_option(cfg, inst_id=str(opt.get("inst_id") or ""), sheets=float(opt.get("size") or 1))
-            if not close_r.get("ok"):
+            if close_r.get("already_flat"):
+                opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=-premium)
+                conn.execute(
+                    "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+                    ("closed", reason, _now(), opt_pnl, opt["id"]),
+                )
+            elif not close_r.get("ok") or not close_r.get("fully_closed", True):
                 notify_hedge(
                     cfg,
                     build_hedge_alert_message(
-                        title="永续止盈后期权平仓失败",
+                        title="永续止损后期权强制平仓失败(将重试)",
                         plan_id=plan.get("id"),
                         detail=str(close_r.get("msg") or close_r),
                     ),
                 )
+                update_plan(conn, int(plan["id"]), close_reason="perp_sl_pending_opt")
+                return {
+                    "plan_id": plan["id"],
+                    "msg": "止损后期权未平完",
+                    "close": close_r,
+                    "retry": True,
+                }
+            else:
+                bid = _sf(close_r.get("bid") or close_r.get("locked_bid_px"))
+                ask_open = _sf(opt.get("avg_open"))
+                if bid is not None and ask_open is not None:
+                    ct = float(opt.get("ct_mult") or 0.01)
+                    est = (bid - ask_open) * float(opt.get("size") or 1) * ct
+                else:
+                    est = -premium
+                opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=est)
+                conn.execute(
+                    "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+                    ("closed", reason, _now(), opt_pnl, opt["id"]),
+                )
+        else:
             conn.execute(
-                "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=? WHERE id=?",
-                ("closed", reason, _now(), opt["id"]),
+                "UPDATE hedge_plan_legs SET status=?, close_reason=? WHERE id=?",
+                ("hold_to_expiry", "orphaned_after_sl", opt["id"]),
             )
+            opt_pnl = -premium
+    elif reason == "perp_tp" and opt and str(opt.get("status") or "") == "open":
+        if _env_bool("HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS", False):
+            close_r = _sell_option(
+                cfg, inst_id=str(opt.get("inst_id") or ""), sheets=float(opt.get("size") or 1)
+            )
+            if close_r.get("already_flat"):
+                opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=-premium)
+                conn.execute(
+                    "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+                    ("closed", reason, _now(), opt_pnl, opt["id"]),
+                )
+            elif not close_r.get("ok") or not close_r.get("fully_closed", True):
+                notify_hedge(
+                    cfg,
+                    build_hedge_alert_message(
+                        title="永续止盈后期权平仓失败(将重试)",
+                        plan_id=plan.get("id"),
+                        detail=str(close_r.get("msg") or close_r),
+                    ),
+                )
+                update_plan(conn, int(plan["id"]), close_reason="perp_tp_pending_opt")
+                return {
+                    "plan_id": plan["id"],
+                    "msg": "止盈后期权未平完",
+                    "close": close_r,
+                    "retry": True,
+                }
+            else:
+                bid = _sf(close_r.get("bid") or close_r.get("locked_bid_px"))
+                ask_open = _sf(opt.get("avg_open"))
+                if bid is not None and ask_open is not None:
+                    ct = float(opt.get("ct_mult") or 0.01)
+                    est = (bid - ask_open) * float(opt.get("size") or 1) * ct
+                else:
+                    est = -premium
+                opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=est)
+                conn.execute(
+                    "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+                    ("closed", reason, _now(), opt_pnl, opt["id"]),
+                )
         else:
             conn.execute(
                 "UPDATE hedge_plan_legs SET status=?, close_reason=? WHERE id=?",
                 ("hold_to_expiry", "orphaned_after_tp", opt["id"]),
             )
-        opt_pnl = -premium
-
-    if reason == "perp_tp":
-        total = perp_pnl + opt_pnl
-    else:
-        total = opt_pnl + perp_pnl
+            opt_pnl = -premium
 
+    total = perp_pnl + opt_pnl
     conn.execute(
         "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
         ("closed", reason, _now(), perp_pnl, perp["id"]),
     )
+    # partial → closed 也走同一收口
     update_plan(
         conn,
         int(plan["id"]),
@@ -346,6 +999,8 @@ def _tick_oo_close_rest(
         "target_up_win_leg",
         "target_down_win_leg",
         "oo_rest_closing",
+        "oo_rr_closing",
+        "oo_rr_target",
         "",
     )
     if reason0 not in allowed_reasons and not (
@@ -396,7 +1051,113 @@ def _tick_oo_close_rest(
 def _tick_oo_target(
     cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]
 ) -> Optional[dict[str, Any]]:
-    """期期:触及上破或下破目标价时平盈利腿;按平仓模式处理另一腿."""
+    """期期止盈:优先盈亏比(浮盈≥rr×权利金则两腿全平);否则兼容旧上破/下破."""
+    rr = _sf(plan.get("oo_profit_rr"))
+    if rr is not None and rr > 0:
+        return _tick_oo_rr_target(cfg, conn, plan, legs, rr=float(rr))
+    return _tick_oo_price_target(cfg, conn, plan, legs)
+
+
+def _tick_oo_rr_target(
+    cfg: dict[str, Any],
+    conn: Any,
+    plan: dict[str, Any],
+    legs: list[dict[str, Any]],
+    *,
+    rr: float,
+) -> Optional[dict[str, Any]]:
+    """浮盈(买一回收−权利金)≥盈亏比×总权利金 → 两腿全平;不达标则等到期."""
+    open_legs = _oo_option_legs(legs, statuses=("open",))
+    if len(open_legs) < 1:
+        return None
+    premium = float(plan.get("premium_total") or 0)
+    if premium <= 0:
+        premium = sum(float(x.get("premium") or 0) for x in open_legs)
+    if premium <= 0:
+        return None
+    need = float(rr) * premium
+    quote_fn = cfg.get("quote_option_contract")
+    ex = cfg.get("exchange_options")
+    if not callable(quote_fn) or ex is None:
+        return None
+    idx = _index_px(cfg, str(plan.get("underlying") or "ETH"))
+    total_pnl = 0.0
+    missing_bid = 0
+    for leg in open_legs:
+        inst = str(leg.get("inst_id") or "")
+        bid = None
+        try:
+            q = quote_fn(ex, inst) if inst else {}
+            if isinstance(q, dict) and q.get("ok"):
+                bid = _sf(q.get("bid"))
+        except Exception:
+            bid = None
+        if bid is None or float(bid) <= 0:
+            missing_bid += 1
+            # 无买一时用内在价值兜底,避免短暂无盘口卡住;两腿都无买一则本轮跳过
+            total_pnl += _estimate_leg_close_pnl(leg, idx, None)
+        else:
+            total_pnl += _estimate_leg_close_pnl(leg, idx, float(bid))
+    if missing_bid >= len(open_legs):
+        return None
+    if total_pnl + 1e-9 < need:
+        return None
+
+    acted = False
+    for leg in list(open_legs):
+        close_r = _sell_option(
+            cfg, inst_id=str(leg.get("inst_id") or ""), sheets=float(leg.get("size") or 1)
+        )
+        if not close_r.get("ok"):
+            notify_hedge(
+                cfg,
+                build_hedge_alert_message(
+                    title="期期盈亏比达标·平仓失败(将重试)",
+                    plan_id=plan.get("id"),
+                    detail=(
+                        f"目标 {rr:g}×权利金={need:.4f};估算浮盈 {total_pnl:.4f}; "
+                        f"{close_r.get('msg') or close_r}"
+                    ),
+                ),
+            )
+            update_plan(conn, int(plan["id"]), close_reason="oo_rr_closing")
+            return {
+                "plan_id": plan["id"],
+                "msg": "盈亏比达标但平仓失败",
+                "close": close_r,
+                "retry": True,
+                "rr": rr,
+                "need": need,
+                "mtm": total_pnl,
+            }
+        bid = _sf(close_r.get("bid"))
+        est = _estimate_leg_close_pnl(leg, idx, bid)
+        pnl = _option_leg_pnl_after_close(cfg, leg, fallback=est)
+        conn.execute(
+            "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
+            ("closed", "oo_rr_target", _now(), round(pnl, 4), leg["id"]),
+        )
+        acted = True
+
+    if not acted:
+        return None
+    legs2 = get_plan_legs(conn, int(plan["id"]))
+    still_open = _oo_option_legs(legs2, statuses=("open", "hold_to_expiry"))
+    if still_open:
+        update_plan(conn, int(plan["id"]), close_reason="oo_rr_closing")
+        return {
+            "plan_id": plan["id"],
+            "msg": "盈亏比达标·部分已平,继续重试",
+            "remaining": len(still_open),
+            "rr": rr,
+        }
+    return _finalize_oo_all_closed(cfg, conn, plan, legs2, reason="oo_rr_target")
+
+
+def _tick_oo_price_target(
+    cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]
+) -> Optional[dict[str, Any]]:
+    """旧逻辑:触及上破或下破目标价时平盈利腿;按平仓模式处理另一腿."""
     idx = _index_px(cfg, str(plan.get("underlying") or "ETH"))
     if idx is None:
         return None

lib/hedge_plan/hedge_plan_notify_lib.py

@@ -46,13 +46,22 @@ def build_hedge_start_message(plan: dict[str, Any], *, legs: Optional[list[dict[
             ]
         )
     else:
-        lines.extend(
-            [
-                f"🎯 上破:{_fmt(plan.get('target_price_up') or plan.get('target_price'))}"
-                f"｜下破:{_fmt(plan.get('target_price_down') or plan.get('target_price'))}",
-                f"💎 期权保费合计:{_fmt(plan.get('premium_total'), 4)} USDC",
-            ]
-        )
+        rr = plan.get("oo_profit_rr")
+        if rr not in (None, ""):
+            lines.extend(
+                [
+                    f"🎯 盈亏比:{_fmt(rr)}×权利金(达标全平;不达标等到期)",
+                    f"💎 期权保费合计:{_fmt(plan.get('premium_total'), 4)} USDC",
+                ]
+            )
+        else:
+            lines.extend(
+                [
+                    f"🎯 上破:{_fmt(plan.get('target_price_up') or plan.get('target_price'))}"
+                    f"｜下破:{_fmt(plan.get('target_price_down') or plan.get('target_price'))}",
+                    f"💎 期权保费合计:{_fmt(plan.get('premium_total'), 4)} USDC",
+                ]
+            )
     if legs:
         for leg in legs:
             role = leg.get("leg_role") or ""
@@ -81,6 +90,8 @@ def build_hedge_end_message(plan: dict[str, Any]) -> str:
         "target_win_leg": "期期已平盈利腿(中间态)",
         "target_up_win_leg": "期期上破·已平盈利腿",
         "target_down_win_leg": "期期下破·已平盈利腿",
+        "oo_rr_target": "期期盈亏比达标·两腿已平",
+        "oo_rr_closing": "期期盈亏比达标·平仓中",
         "oo_rest_closing": "期期全平·清残腿中",
         "oo_rest_closed": "期期全平·两腿已平",
         "oo_expiry_loss": "期期到期无盈利·总亏损",
@@ -153,7 +164,18 @@ def notify_plan_end(cfg: dict[str, Any], conn: Any, plan: dict[str, Any]) -> boo
         "target_up_win_leg",
         "target_down_win_leg",
         "oo_rest_closing",
+        "oo_rr_closing",
     ) and (plan.get("status") or "") != "closed":
+        if "oo_rr" in str(plan.get("close_reason") or ""):
+            notify_hedge(
+                cfg,
+                build_hedge_alert_message(
+                    title="期期盈亏比达标·平仓进行中",
+                    plan_id=plan.get("id"),
+                    detail=f"盈亏比 {_fmt(plan.get('oo_profit_rr'))}×权利金",
+                ),
+            )
+            return True
         side = "上破" if "up" in str(plan.get("close_reason")) else (
             "下破" if "down" in str(plan.get("close_reason")) else "目标价"
         )

lib/hedge_plan/hedge_plan_option_primary_lib.py

@@ -0,0 +1,527 @@
+"""永期「以期权为主」:定仓、方向映射、目标位与净利口径(纯函数为主)."""
+from __future__ import annotations
+
+import math
+import os
+from typing import Any, Optional
+
+PREMIUM_EXEC_FACTOR = 0.95
+DEFAULT_MIN_HOURS = 36.0
+DEFAULT_STRIKE_INTERVAL = 15.0
+DEFAULT_PERP_LEVERAGE = 100
+DEFAULT_OPT_LEVERAGE_ITM_ATM = 100.0
+DEFAULT_OPT_LEVERAGE_OTM = 200.0
+DEFAULT_RATIO_ITM_ATM = 2.0
+DEFAULT_RATIO_OTM = 4.0
+OTM_LEV_FLOOR = 180.0
+
+
+def _sf(v: Any) -> Optional[float]:
+    if v is None or v == "":
+        return None
+    try:
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def is_option_primary(body_or_plan: dict[str, Any] | None) -> bool:
+    if not body_or_plan:
+        return False
+    v = body_or_plan.get("option_primary")
+    if v in (True, 1, "1", "true", "yes", "on"):
+        return True
+    try:
+        return int(v or 0) == 1
+    except (TypeError, ValueError):
+        return False
+
+
+def fee_rate() -> float:
+    try:
+        return max(0.0, float(os.getenv("HEDGE_PLAN_FEE_RATE") or os.getenv("OKX_TAKER_FEE") or "0.0005"))
+    except (TypeError, ValueError):
+        return 0.0005
+
+
+def floor2(v: float) -> float:
+    """ETH 数量向下取两位小数."""
+    if v <= 0:
+        return 0.0
+    return math.floor(float(v) * 100.0 + 1e-12) / 100.0
+
+
+def opt_type_for_view(direction: str) -> str:
+    """看法做多→Call,做空→Put."""
+    return "P" if str(direction or "").strip().lower() == "short" else "C"
+
+
+def perp_direction_for_view(direction: str) -> str:
+    """看法做多→永续空,做空→永续多."""
+    return "long" if str(direction or "").strip().lower() == "short" else "short"
+
+
+def default_opt_leverage(moneyness: str) -> float:
+    m = (moneyness or "").strip().lower()
+    return DEFAULT_OPT_LEVERAGE_OTM if m == "otm" else DEFAULT_OPT_LEVERAGE_ITM_ATM
+
+
+def default_ratio(moneyness: str) -> float:
+    m = (moneyness or "").strip().lower()
+    return DEFAULT_RATIO_OTM if m == "otm" else DEFAULT_RATIO_ITM_ATM
+
+
+def effective_min_opt_leverage(moneyness: str, configured: Any) -> float:
+    cfg = _sf(configured)
+    base = cfg if cfg is not None and cfg > 0 else default_opt_leverage(moneyness)
+    if (moneyness or "").strip().lower() == "otm":
+        return max(base, OTM_LEV_FLOOR)
+    return base
+
+
+def hours_to_expiry_from_ms(exp_ms: Any, *, now_ms: Optional[float] = None) -> Optional[float]:
+    exp = _sf(exp_ms)
+    if exp is None or exp <= 0:
+        return None
+    # OKX exp 多为毫秒
+    if exp < 1e12:
+        exp *= 1000.0
+    now = now_ms if now_ms is not None else __import__("time").time() * 1000.0
+    return (exp - now) / 3600000.0
+
+
+def target_hit(*, view_side: str, index_px: float, strike: float, points: float) -> bool:
+    """相对 K 的点数目标:做多 index≥K+N;做空 index≤K−N.点数须 >0."""
+    n = float(points or 0)
+    k = float(strike)
+    s = float(index_px)
+    if n <= 0 or k <= 0 or s <= 0:
+        return False
+    side = str(view_side or "").strip().lower()
+    if side == "short":
+        return s <= (k - n)
+    return s >= (k + n)
+
+
+def option_bid_liquidity_ok(bid: Any, bid_sz: Any, *, need_sheets: float = 0) -> tuple[bool, str]:
+    b = _sf(bid)
+    if b is None or b <= 0:
+        return False, "暂无买一报价,无法平期权"
+    sz = _sf(bid_sz)
+    if sz is not None and sz <= 0:
+        return False, "买一深度为 0,无法平期权"
+    need = float(need_sheets or 0)
+    if need > 0 and sz is not None and sz + 1e-12 < need:
+        return False, f"买一深度不足(需 {need:g} 张,买一 {sz:g})"
+    return True, ""
+
+
+def size_from_premium(
+    *,
+    premium_budget: float,
+    ask: float,
+    ct_mult: float,
+    ratio: float,
+    contract_size: float,
+    exec_factor: float = PREMIUM_EXEC_FACTOR,
+) -> dict[str, Any]:
+    """权利金×0.95 → ETH 两位小数 → 期权张 → 永续跟比例."""
+    budget = float(premium_budget or 0)
+    a = float(ask or 0)
+    ct = float(ct_mult or 0.01)
+    r = float(ratio or 0)
+    cs = float(contract_size or 0.01)
+    usable = budget * float(exec_factor or PREMIUM_EXEC_FACTOR)
+    if budget <= 0 or a <= 0 or ct <= 0 or r <= 0 or cs <= 0:
+        return {
+            "ok": False,
+            "msg": "定仓参数无效",
+            "usable_premium": round(usable, 4),
+            "eth_qty": 0.0,
+            "sheets": 0.0,
+            "perp_eth": 0.0,
+            "contracts": 0.0,
+        }
+    # ask 为每 1 币权利金;ETH 数量 = usable / ask
+    eth_qty = floor2(usable / a)
+    if eth_qty <= 0:
+        return {
+            "ok": False,
+            "msg": "权利金不足以买入 0.01 ETH 名义期权",
+            "usable_premium": round(usable, 4),
+            "eth_qty": 0.0,
+            "sheets": 0.0,
+            "perp_eth": 0.0,
+            "contracts": 0.0,
+        }
+    sheets = eth_qty / ct
+    # 张数向下取整到整数张(OKX 期权常见整张)
+    sheets_i = float(math.floor(sheets + 1e-12))
+    if sheets_i <= 0:
+        return {
+            "ok": False,
+            "msg": "换算期权张数不足 1 张",
+            "usable_premium": round(usable, 4),
+            "eth_qty": eth_qty,
+            "sheets": 0.0,
+            "perp_eth": 0.0,
+            "contracts": 0.0,
+        }
+    # 用整张回写 ETH,保持与下单一致
+    eth_qty = round(sheets_i * ct, 2)
+    perp_eth = eth_qty / r
+    contracts = perp_eth / cs
+    premium_est = a * sheets_i * ct
+    return {
+        "ok": True,
+        "msg": "",
+        "usable_premium": round(usable, 4),
+        "eth_qty": eth_qty,
+        "sheets": sheets_i,
+        "perp_eth": round(perp_eth, 6),
+        "contracts": contracts,
+        "premium_est": round(premium_est, 4),
+        "ratio": r,
+        "exec_factor": float(exec_factor or PREMIUM_EXEC_FACTOR),
+    }
+
+
+def estimate_combo_net_pnl(
+    *,
+    view_side: str,
+    strike: float,
+    index_px: float,
+    ask_open: float,
+    bid: float,
+    sheets: float,
+    ct_mult: float,
+    perp_direction: str,
+    perp_entry: float,
+    perp_mark: float,
+    contracts: float,
+    contract_size: float,
+    fee: Optional[float] = None,
+) -> dict[str, Any]:
+    """组合净利(扣费);平仓/卖出手续费按买入费率估算."""
+    fr = fee if fee is not None else fee_rate()
+    ct = float(ct_mult or 0.01)
+    sh = float(sheets or 0)
+    a = float(ask_open or 0)
+    b = float(bid or 0)
+    premium = a * sh * ct
+    opt_proceeds = b * sh * ct
+    opt_open_fee = premium * fr
+    opt_close_fee = opt_proceeds * fr  # 卖出费用按买入费率
+    opt_net = opt_proceeds - premium - opt_open_fee - opt_close_fee
+
+    coins = float(contracts or 0) * float(contract_size or 0.01)
+    entry = float(perp_entry or 0)
+    mark = float(perp_mark or 0)
+    pd = str(perp_direction or "").strip().lower()
+    if pd == "short":
+        perp_gross = (entry - mark) * coins
+    else:
+        perp_gross = (mark - entry) * coins
+    perp_notional_open = abs(entry * coins)
+    perp_notional_close = abs(mark * coins)
+    perp_open_fee = perp_notional_open * fr
+    perp_close_fee = perp_notional_close * fr
+    perp_net = perp_gross - perp_open_fee - perp_close_fee
+    total = opt_net + perp_net
+    return {
+        "opt_net": round(opt_net, 4),
+        "perp_net": round(perp_net, 4),
+        "net": round(total, 4),
+        "fee_rate": fr,
+        "premium": round(premium, 4),
+        "opt_proceeds": round(opt_proceeds, 4),
+    }
+
+
+def validate_option_primary_moneyness(
+    *,
+    opt_type: str,
+    strike: Any,
+    index_px: Any,
+    ask: Any = None,
+    moneyness: str = "atm",
+    strike_interval: Any = DEFAULT_STRIKE_INTERVAL,
+    min_hours: Any = DEFAULT_MIN_HOURS,
+    hours_to_expiry: Any = None,
+    min_opt_leverage: Any = None,
+) -> Optional[str]:
+    from lib.hedge_plan.hedge_plan_moneyness_lib import (
+        classify_moneyness,
+        is_atm_or_otm,
+        is_itm_or_atm,
+        normalize_opt_type,
+    )
+
+    o = normalize_opt_type(opt_type)
+    k = _sf(strike)
+    s = _sf(index_px)
+    if o not in ("C", "P"):
+        return "期权类型无效"
+    if k is None or s is None or s <= 0:
+        return "行权价或指数无效"
+    m_want = (moneyness or "atm").strip().lower()
+    m_got = classify_moneyness(opt_type=o, strike=k, index_px=s)
+    if m_want == "itm":
+        if not is_itm_or_atm(opt_type=o, strike=k, index_px=s):
+            return "所选须为实值或平值"
+    elif m_want == "atm":
+        # 平值:距指数在间隔内即可(不强制 classify==atm)
+        pass
+    elif m_want == "otm":
+        if m_got == "itm":
+            return "虚值模式不可选实值"
+        if not is_atm_or_otm(opt_type=o, strike=k, index_px=s):
+            return "虚值模式须选虚值或平值档"
+    else:
+        return "期权类型(实/平/虚)无效"
+
+    interval = float(_sf(strike_interval) or DEFAULT_STRIKE_INTERVAL)
+    if interval > 0 and abs(k - s) > interval + 1e-9:
+        return f"行权价偏离指数 {abs(k - s):.1f} > 间隔 {interval:.0f}"
+
+    min_h = float(_sf(min_hours) or DEFAULT_MIN_HOURS)
+    h = _sf(hours_to_expiry)
+    if min_h > 0 and h is not None and h < min_h:
+        return f"剩余到期约 {h:.1f}h,低于最短 {min_h:.0f}h"
+
+    a = _sf(ask)
+    min_lev = effective_min_opt_leverage(m_want if m_want != "atm" else m_got or "atm", min_opt_leverage)
+    if min_lev > 0 and a is not None and a > 0:
+        lev = s / a
+        if lev < min_lev:
+            return f"期权杠杆 S/ask≈{lev:.0f} 低于门槛 {min_lev:.0f}"
+    return None
+
+
+def validate_option_primary_watch(body: dict[str, Any]) -> Optional[str]:
+    """盯盘启动校验:只要参数,不要求已选具体合约."""
+    need = (
+        "direction",
+        "exchange_symbol",
+        "premium_budget",
+        "option_target_points",
+        "perp_target_points",
+        "option_perp_ratio",
+        "option_leverage",
+    )
+    for k in need:
+        if body.get(k) in (None, ""):
+            return f"缺少字段: {k}"
+    try:
+        if float(body["premium_budget"]) <= 0:
+            return "权利金须大于 0"
+        if float(body["option_target_points"]) <= 0 or float(body["perp_target_points"]) <= 0:
+            return "目标位点数须大于 0"
+        if float(body["option_perp_ratio"]) <= 0:
+            return "期权永续比例须大于 0"
+        if float(body["option_leverage"]) <= 0:
+            return "期权杠杆须大于 0"
+        lev_perp = _sf(body.get("leverage"))
+        if lev_perp is not None and lev_perp <= 0:
+            return "永续杠杆须大于 0"
+    except (TypeError, ValueError):
+        return "数值字段无效"
+    direction = str(body.get("direction") or "").strip().lower()
+    if direction not in ("long", "short"):
+        return "方向须为 long 或 short"
+    moneyness = str(body.get("moneyness") or body.get("option_moneyness") or "otm").strip().lower()
+    if moneyness not in ("itm", "atm", "otm"):
+        return "期权类型(实/平/虚)无效"
+    return None
+
+
+def validate_option_primary_start(body: dict[str, Any]) -> Optional[str]:
+    need = (
+        "direction",
+        "contracts",
+        "opt_inst_id",
+        "sheets",
+        "exchange_symbol",
+        "premium_budget",
+        "option_target_points",
+        "perp_target_points",
+        "option_perp_ratio",
+    )
+    for k in need:
+        if body.get(k) in (None, ""):
+            return f"缺少字段: {k}"
+    try:
+        if float(body["contracts"]) <= 0 or float(body["sheets"]) <= 0:
+            return "张数必须大于 0"
+        if float(body["premium_budget"]) <= 0:
+            return "权利金须大于 0"
+        if float(body["option_target_points"]) <= 0 or float(body["perp_target_points"]) <= 0:
+            return "目标位点数须大于 0"
+        if float(body["option_perp_ratio"]) <= 0:
+            return "期权永续比例须大于 0"
+    except (TypeError, ValueError):
+        return "数值字段无效"
+    direction = str(body.get("direction") or "").strip().lower()
+    if direction not in ("long", "short"):
+        return "方向须为 long 或 short"
+    opt_type = str(body.get("opt_type") or "").strip().upper()
+    if not opt_type:
+        inst = str(body.get("opt_inst_id") or "")
+        if inst.upper().endswith("-P"):
+            opt_type = "P"
+        elif inst.upper().endswith("-C"):
+            opt_type = "C"
+    want = opt_type_for_view(direction)
+    if opt_type != want:
+        return f"以期权为主时做{'多' if direction == 'long' else '空'}须用 {'Call' if want == 'C' else 'Put'}"
+    moneyness = str(body.get("moneyness") or body.get("option_moneyness") or "otm").strip().lower()
+    from lib.hedge_plan.hedge_plan_moneyness_lib import parse_strike_from_inst
+
+    strike = body.get("strike")
+    if strike in (None, ""):
+        strike = parse_strike_from_inst(str(body.get("opt_inst_id") or ""))
+    index_px = body.get("index_px") or body.get("entry")
+    return validate_option_primary_moneyness(
+        opt_type=opt_type,
+        strike=strike,
+        index_px=index_px,
+        ask=body.get("ask"),
+        moneyness=moneyness,
+        strike_interval=body.get("strike_interval", DEFAULT_STRIKE_INTERVAL),
+        min_hours=body.get("min_option_hours", DEFAULT_MIN_HOURS),
+        hours_to_expiry=body.get("hours_to_expiry"),
+        min_opt_leverage=body.get("option_leverage") or body.get("min_opt_leverage"),
+    )
+
+
+def pick_option_primary_candidate(
+    chain: dict[str, Any],
+    *,
+    direction: str,
+    moneyness: str = "otm",
+    strike_interval: Any = DEFAULT_STRIKE_INTERVAL,
+    min_hours: Any = DEFAULT_MIN_HOURS,
+    min_opt_leverage: Any = None,
+) -> Optional[dict[str, Any]]:
+    """从期权链挑最近达标合约(间隔+虚实值+杠杆门)."""
+    from lib.hedge_plan.hedge_plan_moneyness_lib import classify_moneyness
+
+    want = opt_type_for_view(direction)
+    m_want = (moneyness or "otm").strip().lower()
+    interval = float(_sf(strike_interval) or DEFAULT_STRIKE_INTERVAL)
+    min_h = float(_sf(min_hours) or DEFAULT_MIN_HOURS)
+    try:
+        idx = float(chain.get("index_px") or 0)
+    except (TypeError, ValueError):
+        idx = 0.0
+    if idx <= 0:
+        return None
+
+    best: Optional[dict[str, Any]] = None
+    best_dist: Optional[float] = None
+    for exp in chain.get("expiries") or []:
+        h = hours_to_expiry_from_ms(exp.get("exp_time"))
+        if min_h > 0 and h is not None and h < min_h:
+            continue
+        for c in exp.get("contracts") or []:
+            if str(c.get("opt_type") or "").upper() != want:
+                continue
+            try:
+                k = float(c.get("strike") or 0)
+                ask = float(c.get("ask") or 0)
+            except (TypeError, ValueError):
+                continue
+            if k <= 0 or ask <= 0:
+                continue
+            if interval > 0 and abs(k - idx) > interval + 1e-9:
+                continue
+            m_got = classify_moneyness(opt_type=want, strike=k, index_px=idx)
+            if m_want == "itm" and m_got not in ("itm", "atm"):
+                continue
+            if m_want == "atm" and m_got != "atm":
+                continue
+            if m_want == "otm" and m_got == "itm":
+                continue
+            min_lev = effective_min_opt_leverage(m_want if m_want != "atm" else (m_got or "atm"), min_opt_leverage)
+            if min_lev > 0 and idx / ask < min_lev - 1e-9:
+                continue
+            dist = abs(k - idx)
+            if best is None or best_dist is None or dist < best_dist:
+                best = {
+                    **dict(c),
+                    "hours_to_expiry": h,
+                    "exp_time": exp.get("exp_time"),
+                    "moneyness": m_got,
+                    "index_px": idx,
+                    "leverage": round(idx / ask, 1),
+                }
+                best_dist = dist
+    return best
+
+
+def build_option_primary_preview(body: dict[str, Any]) -> dict[str, Any]:
+    """情景:期权目标 / 永续目标粗估净利."""
+    view = str(body.get("direction") or "long").lower()
+    strike = float(body["strike"])
+    n = float(body.get("option_target_points") or 0)
+    m = float(body.get("perp_target_points") or 0)
+    ask = float(body.get("ask") or 0)
+    sheets = float(body.get("sheets") or 0)
+    ct = float(body.get("ct_mult") or 0.01)
+    contracts = float(body.get("contracts") or 0)
+    cs = float(body.get("contract_size") or 0.01)
+    entry = float(body.get("entry") or body.get("index_px") or 0)
+    perp_dir = perp_direction_for_view(view)
+    # 粗估到点时期权卖价:按内在价值近似(下限 0)
+    def intrinsic(spot: float) -> float:
+        o = opt_type_for_view(view)
+        if o == "C":
+            return max(0.0, spot - strike)
+        return max(0.0, strike - spot)
+
+    scenarios = []
+    for label, pts, reason in (
+        ("期权目标", n, "opt_target_points"),
+        ("永续目标", m, "perp_target_points"),
+    ):
+        spot = strike + pts if view != "short" else strike - pts
+        bid_est = max(ask * 0.5, intrinsic(spot) * 0.85)  # 保守估价
+        net = estimate_combo_net_pnl(
+            view_side=view,
+            strike=strike,
+            index_px=spot,
+            ask_open=ask,
+            bid=bid_est,
+            sheets=sheets,
+            ct_mult=ct,
+            perp_direction=perp_dir,
+            perp_entry=entry,
+            perp_mark=spot,
+            contracts=contracts,
+            contract_size=cs,
+        )
+        scenarios.append(
+            {
+                "label": label,
+                "reason": reason,
+                "index": spot,
+                "perp_pnl": net["perp_net"],
+                "options_pnl": net["opt_net"],
+                "total": net["net"],
+                "note": "扣费净利估价;平仓费按买入费率",
+            }
+        )
+    premium = ask * sheets * ct
+    return {
+        "plan_type": "perp_options",
+        "option_primary": True,
+        "summary": {
+            "premium_paid": round(premium, 4),
+            "usable_premium": round(float(body.get("premium_budget") or 0) * PREMIUM_EXEC_FACTOR, 4),
+            "opt_target_total": scenarios[0]["total"] if scenarios else None,
+            "perp_target_total": scenarios[1]["total"] if len(scenarios) > 1 else None,
+            "perp_direction": perp_dir,
+            "opt_type": opt_type_for_view(view),
+        },
+        "scenarios": scenarios,
+    }

lib/hedge_plan/hedge_plan_orders_lib.py

@@ -37,7 +37,15 @@ def partial_auto_close_enabled() -> bool:
 
 def build_po_path_plan(body: dict[str, Any]) -> list[dict[str, Any]]:
     """永期下单路径清单(不交易)."""
-    mode = open_order_mode()
+    from lib.hedge_plan.hedge_plan_option_primary_lib import (
+        is_option_primary,
+        perp_direction_for_view,
+    )
+
+    opt_primary = is_option_primary(body)
+    mode = "options_first" if opt_primary else open_order_mode()
+    view = str(body.get("direction") or "long")
+    perp_dir = perp_direction_for_view(view) if opt_primary else view
     opt = {
         "step": "options_buy_limit",
         "account": "options",
@@ -50,11 +58,13 @@ def build_po_path_plan(body: dict[str, Any]) -> list[dict[str, Any]]:
         "step": "perp_market_open",
         "account": "swap",
         "symbol": body.get("exchange_symbol"),
-        "direction": body.get("direction") or "long",
+        "direction": perp_dir,
         "contracts": float(body.get("contracts") or 0),
-        "tp": body.get("tp"),
-        "sl": body.get("sl"),
-        "attach_tpsl": True,
+        "tp": None if opt_primary else body.get("tp"),
+        "sl": None if opt_primary else body.get("sl"),
+        "attach_tpsl": False if opt_primary else True,
+        "option_primary": opt_primary,
+        "view_side": view,
     }
     return [opt, perp] if mode == "options_first" else [perp, opt]
 
@@ -125,11 +135,30 @@ def _buy_option(
             "ref_ask": q.get("ref_ask"),
             "can_open": False,
         }
+    from lib.options.options_position_limit_lib import option_position_limit_block_msg
+
+    pos_limit_msg = option_position_limit_block_msg(
+        ex,
+        opening_inst_id=inst_id,
+        fetch_positions=cfg.get("fetch_option_positions"),
+    )
+    if pos_limit_msg:
+        return {"ok": False, "msg": pos_limit_msg, "quote": q, "can_open": False}
     sheets_i = max(1, int(round(float(sheets))))
+    requested_sheets = sheets_i
     capped, cap_msg = cap_option_buy_sheets_to_ask_depth(sheets_i, ask_sz, min_sz=1)
     if capped is None:
         return {"ok": False, "msg": cap_msg or "卖一深度不足,无法买入", "quote": q}
-    sheets_i = capped
+    if int(capped) < requested_sheets:
+        return {
+            "ok": False,
+            "msg": f"卖一深度仅 {int(capped)} 张,不足请求 {requested_sheets} 张,拒绝缩量成交",
+            "quote": q,
+            "can_open": False,
+            "requested_sheets": requested_sheets,
+            "ask_sz": ask_sz,
+        }
+    sheets_i = int(capped)
     ct_mult = float(q.get("ct_mult") or 0.01)
     premium = float(ask) * sheets_i * ct_mult
     if dry_run:
@@ -179,6 +208,14 @@ def _buy_option(
         cancel_on_timeout=True,
     )
     if not fill.get("ok"):
+        filled_n = int(fill.get("filled_sheets") or 0)
+        orphan_close = None
+        if filled_n > 0 and not dry_run:
+            # 部分成交后撤单:尝试立刻平掉已成交,避免孤儿多头
+            try:
+                orphan_close = _sell_option(cfg, inst_id=inst_id, sheets=float(filled_n))
+            except Exception as e:
+                orphan_close = {"ok": False, "msg": str(e)}
         return {
             "ok": False,
             "msg": fill.get("msg") or "未完全成交,开仓失败",
@@ -186,7 +223,8 @@ def _buy_option(
             "sheets": sheets_i,
             "ask": float(ask),
             "exchange_ord_id": ord_id,
-            "filled_sheets": fill.get("filled_sheets"),
+            "filled_sheets": filled_n,
+            "orphan_close": orphan_close,
             "order": order,
             "fill": fill,
             "can_open": False,
@@ -221,9 +259,10 @@ def _open_perp(
     direction: str,
     contracts: float,
     leverage: int,
-    tp: float,
-    sl: float,
+    tp: Optional[float],
+    sl: Optional[float],
     dry_run: bool,
+    attach_tpsl: bool = True,
 ) -> dict[str, Any]:
     if not symbol or contracts <= 0:
         return {"ok": False, "msg": "永续符号或张数无效"}
@@ -237,6 +276,9 @@ def _open_perp(
             pass
     if amount <= 0:
         return {"ok": False, "msg": "张数经精度舍入后为 0"}
+    use_tpsl = bool(attach_tpsl) and tp is not None and sl is not None
+    tp_v = float(tp) if use_tpsl else None
+    sl_v = float(sl) if use_tpsl else None
     if dry_run:
         return {
             "ok": True,
@@ -245,8 +287,9 @@ def _open_perp(
             "direction": direction,
             "contracts": amount,
             "leverage": leverage,
-            "tp": tp,
-            "sl": sl,
+            "tp": tp_v,
+            "sl": sl_v,
+            "attach_tpsl": use_tpsl,
         }
     ensure = cfg.get("ensure_okx_live_ready")
     if callable(ensure):
@@ -257,7 +300,14 @@ def _open_perp(
     if not callable(place):
         return {"ok": False, "msg": "永续下单函数未注入"}
     try:
-        order = place(symbol, direction, amount, leverage, stop_loss=sl, take_profit=tp)
+        order = place(
+            symbol,
+            direction,
+            amount,
+            leverage,
+            stop_loss=sl_v,
+            take_profit=tp_v,
+        )
     except Exception as e:
         return {"ok": False, "msg": f"永续开仓失败: {e}"}
     return {
@@ -266,13 +316,60 @@ def _open_perp(
         "direction": direction,
         "contracts": amount,
         "leverage": leverage,
-        "tp": tp,
-        "sl": sl,
+        "tp": tp_v,
+        "sl": sl_v,
+        "attach_tpsl": use_tpsl,
         "order": order,
         "exchange_ord_id": str((order or {}).get("id") or (order or {}).get("info", {}).get("ordId") or ""),
     }
 
 
+def _close_perp(
+    cfg: dict[str, Any],
+    *,
+    symbol: str,
+    direction: str,
+    contracts: float,
+    dry_run: bool = False,
+) -> dict[str, Any]:
+    """市价平永续(reduce-only);优先用注入的 close_exchange_order."""
+    if not symbol:
+        return {"ok": False, "msg": "永续符号无效"}
+    if dry_run:
+        return {
+            "ok": True,
+            "dry_run": True,
+            "symbol": symbol,
+            "direction": direction,
+            "contracts": float(contracts or 0),
+        }
+    close_fn = cfg.get("close_exchange_order")
+    if callable(close_fn):
+        try:
+            order = close_fn(
+                {
+                    "exchange_symbol": symbol,
+                    "direction": direction,
+                    "order_amount": float(contracts or 0),
+                    "symbol": symbol,
+                }
+            )
+            return {"ok": True, "symbol": symbol, "direction": direction, "order": order}
+        except Exception as e:
+            return {"ok": False, "msg": f"永续平仓失败: {e}"}
+    # 回退:对向市价 reduce-only(若注入了 place + 支持)
+    place = cfg.get("place_exchange_order")
+    if not callable(place):
+        return {"ok": False, "msg": "永续平仓函数未注入"}
+    try:
+        # 无 TP/SL 的对向单;依赖交易所 reduceOnly 由 place 实现不保证,优先 close_exchange_order
+        side_dir = "short" if str(direction).lower() == "long" else "long"
+        order = place(symbol, side_dir, float(contracts or 0), int(cfg.get("alt_leverage") or 5), None, None)
+        return {"ok": True, "symbol": symbol, "direction": direction, "order": order, "note": "fallback_place"}
+    except Exception as e:
+        return {"ok": False, "msg": f"永续平仓失败: {e}"}
+
+
 def _sell_option(
     cfg: dict[str, Any],
     *,
@@ -280,9 +377,17 @@ def _sell_option(
     sheets: float,
     dry_run: bool = False,
 ) -> dict[str, Any]:
+    """平期权:走买一限价 + 验仓;仅 fully_closed/already_flat 视为成功.
+
+    对冲强平/目标平仓不启用 2× 回收门控(require_recycle_gate=False).
+    """
+    from lib.exchange.okx_options_lib import fetch_option_book_depth, fetch_option_positions
+    from lib.options.options_close_exec_lib import close_option_by_bid1
+
     ex = cfg.get("exchange_options")
     quote_fn = cfg.get("quote_option_contract")
-    place_fn = cfg.get("place_option_limit_order")
+    if not inst_id:
+        return {"ok": False, "msg": "缺少期权合约"}
     if not callable(quote_fn) or ex is None:
         return {"ok": False, "msg": "期权报价能力未就绪"}
     q = quote_fn(ex, inst_id)
@@ -291,20 +396,77 @@ def _sell_option(
         return {"ok": False, "msg": "暂无买一价,无法平期权"}
     sheets_i = max(1, int(round(float(sheets))))
     if dry_run:
-        return {"ok": True, "dry_run": True, "inst_id": inst_id, "sheets": sheets_i, "bid": float(bid)}
-    if not callable(place_fn):
+        return {
+            "ok": True,
+            "dry_run": True,
+            "inst_id": inst_id,
+            "sheets": sheets_i,
+            "bid": float(bid),
+            "fully_closed": True,
+        }
+    if not callable(cfg.get("place_option_limit_order")):
         return {"ok": False, "msg": "期权平仓未注入"}
-    order = place_fn(
+    close_cfg = dict(cfg)
+    if not callable(close_cfg.get("fetch_option_positions")):
+        close_cfg["fetch_option_positions"] = fetch_option_positions
+    if not callable(close_cfg.get("fetch_option_book_depth")):
+        close_cfg["fetch_option_book_depth"] = fetch_option_book_depth
+    if "td_mode" not in close_cfg:
+        close_cfg["td_mode"] = close_cfg.get("options_td_mode") or "isolated"
+    result = close_option_by_bid1(
+        close_cfg,
         ex,
-        inst_id=inst_id,
-        side="sell",
+        inst_id,
         sheets=sheets_i,
-        price=float(bid),
-        td_mode="isolated",
-        tick_sz=q.get("tick_sz"),
-        reduce_only=True,
+        require_recycle_gate=False,
     )
-    return order if order.get("ok") else order
+    out = dict(result or {})
+    if out.get("already_flat"):
+        # 二次验仓,避免一次空列表误判已平
+        import time as _time
+
+        _time.sleep(0.35)
+        try:
+            from lib.exchange.okx_options_lib import invalidate_option_positions_cache
+
+            invalidate_option_positions_cache()
+        except Exception:
+            pass
+        rows2 = close_cfg["fetch_option_positions"](ex)
+        if rows2 is None:
+            return {"ok": False, "msg": "二次验仓失败,未确认是否已平", "fully_closed": False}
+        still = next((p for p in rows2 if str(p.get("instId")) == inst_id), None)
+        still_sz = 0.0
+        if still is not None:
+            try:
+                still_sz = abs(float(still.get("availPos") or still.get("pos") or 0))
+            except (TypeError, ValueError):
+                still_sz = 0.0
+        if still is not None and still_sz >= 1:
+            return {
+                "ok": False,
+                "msg": "二次验仓仍有持仓,拒绝 already_flat",
+                "fully_closed": False,
+            }
+        out["ok"] = True
+        out["fully_closed"] = True
+        out.setdefault("bid", float(bid))
+        return out
+    if not out.get("ok"):
+        out.setdefault("bid", float(bid))
+        return out
+    if not out.get("fully_closed"):
+        return {
+            "ok": False,
+            "msg": out.get("msg") or "期权尚未完全平仓,将下轮重试",
+            "bid": out.get("locked_bid_px") or float(bid),
+            "fully_closed": False,
+            "partial": True,
+            "close": out,
+        }
+    out["bid"] = out.get("locked_bid_px") or float(bid)
+    out["fully_closed"] = True
+    return out
 
 
 def _notify_partial(cfg: dict[str, Any], plan_type: str, msg: str, results: list[dict[str, Any]]) -> None:
@@ -511,8 +673,9 @@ def refresh_oo_sizing_before_start(cfg: dict[str, Any], body: dict[str, Any]) ->
 
 
 def refresh_po_option_quote_before_start(cfg: dict[str, Any], body: dict[str, Any]) -> dict[str, Any]:
-    """永期启动前再拉保险腿卖一(张数沿用页面值,不按预算重算)."""
+    """永期启动前再拉卖一;保险模式张数沿用页面;期权为主时按权利金×0.95重算定仓."""
     from lib.exchange.okx_options_lib import option_buy_liquidity_ok
+    from lib.hedge_plan.hedge_plan_option_primary_lib import is_option_primary, size_from_premium
 
     inst = str(body.get("opt_inst_id") or "").strip()
     if not inst:
@@ -535,6 +698,51 @@ def refresh_po_option_quote_before_start(cfg: dict[str, Any], body: dict[str, An
     body["ask_sz"] = q.get("ask_sz")
     if q.get("ct_mult") is not None:
         body["ct_mult"] = float(q.get("ct_mult") or 0.01)
+    if is_option_primary(body):
+        cs = float(body.get("contract_size") or 0.01)
+        get_cs = cfg.get("get_contract_size")
+        sym = str(body.get("exchange_symbol") or "")
+        if callable(get_cs) and sym:
+            try:
+                cs = float(get_cs(sym) or cs)
+            except Exception:
+                pass
+        sized = size_from_premium(
+            premium_budget=float(body.get("premium_budget") or 0),
+            ask=float(body["ask"]),
+            ct_mult=float(body.get("ct_mult") or 0.01),
+            ratio=float(body.get("option_perp_ratio") or 2),
+            contract_size=cs,
+        )
+        if not sized.get("ok"):
+            return {"ok": False, "msg": sized.get("msg") or "定仓失败", "quote": q, "sizing": sized}
+        body["sheets"] = sized["sheets"]
+        body["contracts"] = sized["contracts"]
+        body["eth_qty"] = sized["eth_qty"]
+        body["contract_size"] = cs
+        # 深度不足则缩量
+        ask_sz = float(q.get("ask_sz") or 0)
+        if ask_sz > 0 and float(body["sheets"]) > ask_sz:
+            body["sheets"] = float(int(ask_sz))
+            if body["sheets"] <= 0:
+                return {"ok": False, "msg": "卖一深度不足 1 张", "quote": q, "sizing": sized}
+            eth = round(float(body["sheets"]) * float(body.get("ct_mult") or 0.01), 2)
+            body["eth_qty"] = eth
+            body["contracts"] = (eth / float(body.get("option_perp_ratio") or 2)) / cs
+        return {
+            "ok": True,
+            "ask": float(q["ask"]),
+            "ask_sz": q.get("ask_sz"),
+            "sheets": body.get("sheets"),
+            "contracts": body.get("contracts"),
+            "eth_qty": body.get("eth_qty"),
+            "sizing": sized,
+            "quote": q,
+            "msg": (
+                f"期权为主定仓: 权利金×0.95→{body.get('eth_qty')}ETH / "
+                f"{body.get('sheets')}张期权 / {float(body.get('contracts') or 0):.4f}张永续 @{q['ask']}"
+            ),
+        }
     return {
         "ok": True,
         "ask": float(q["ask"]),
@@ -592,15 +800,32 @@ def execute_perp_options_start(
                     )
                 return {"ok": False, "msg": opt_res.get("msg") or "期权开仓失败", "path": path, "results": results}
         else:
+            from lib.hedge_plan.hedge_plan_option_primary_lib import (
+                is_option_primary,
+                perp_direction_for_view,
+            )
+
+            opt_primary = is_option_primary(body)
+            view = str(body.get("direction") or "long")
+            perp_dir = str(step.get("direction") or (
+                perp_direction_for_view(view) if opt_primary else view
+            ))
+            attach = bool(step.get("attach_tpsl", not opt_primary))
+            tp_v = None if not attach else body.get("tp")
+            sl_v = None if not attach else body.get("sl")
+            if attach:
+                tp_v = float(body["tp"])
+                sl_v = float(body["sl"])
             perp_res = _open_perp(
                 cfg,
                 symbol=str(body.get("exchange_symbol") or ""),
-                direction=str(body.get("direction") or "long"),
+                direction=perp_dir,
                 contracts=float(body.get("contracts") or 0),
-                leverage=int(body.get("leverage") or 10),
-                tp=float(body["tp"]),
-                sl=float(body["sl"]),
+                leverage=int(body.get("leverage") or (100 if opt_primary else 10)),
+                tp=tp_v,
+                sl=sl_v,
                 dry_run=dry_run,
+                attach_tpsl=attach,
             )
             results.append({"step": step["step"], **perp_res})
             if not perp_res.get("ok"):
@@ -681,7 +906,24 @@ def execute_options_options_start(
     results: list[dict[str, Any]] = []
     leg_a = body.get("leg_a") or {}
     leg_b = body.get("leg_b") or {}
-    a_res = _buy_option(cfg, inst_id=str(leg_a.get("inst_id") or ""), sheets=float(leg_a.get("sheets") or 1), dry_run=dry_run)
+    inst_a = str(leg_a.get("inst_id") or "")
+    inst_b = str(leg_b.get("inst_id") or "")
+    from lib.options.options_position_limit_lib import option_position_limit_block_msg
+
+    pos_limit_msg = option_position_limit_block_msg(
+        cfg.get("exchange_options"),
+        opening_inst_ids=[inst_a, inst_b],
+        fetch_positions=cfg.get("fetch_option_positions"),
+    )
+    if pos_limit_msg:
+        return {
+            "ok": False,
+            "msg": pos_limit_msg,
+            "path": path,
+            "results": [],
+            "refresh": refresh,
+        }
+    a_res = _buy_option(cfg, inst_id=inst_a, sheets=float(leg_a.get("sheets") or 1), dry_run=dry_run)
     results.append({"step": "options_buy_limit", "leg": "a", **a_res})
     if not a_res.get("ok"):
         return {
@@ -691,7 +933,7 @@ def execute_options_options_start(
             "results": results,
             "refresh": refresh,
         }
-    b_res = _buy_option(cfg, inst_id=str(leg_b.get("inst_id") or ""), sheets=float(leg_b.get("sheets") or 1), dry_run=dry_run)
+    b_res = _buy_option(cfg, inst_id=inst_b, sheets=float(leg_b.get("sheets") or 1), dry_run=dry_run)
     results.append({"step": "options_buy_limit", "leg": "b", **b_res})
     if not b_res.get("ok"):
         if not dry_run and partial_auto_close_enabled():
@@ -769,15 +1011,25 @@ def execute_complete_missing_leg(
     role = str(missing.get("leg_role") or "")
     results: list[dict[str, Any]] = []
     if role == "perp":
+        from lib.hedge_plan.hedge_plan_option_primary_lib import (
+            is_option_primary,
+            perp_direction_for_view,
+        )
+
+        opt_primary = is_option_primary(start_body)
+        view = str(start_body.get("direction") or "long")
+        perp_dir = perp_direction_for_view(view) if opt_primary else view
+        attach = not opt_primary
         res = _open_perp(
             cfg,
             symbol=str(start_body.get("exchange_symbol") or missing.get("symbol") or ""),
-            direction=str(start_body.get("direction") or "long"),
+            direction=perp_dir,
             contracts=float(start_body.get("contracts") or missing.get("size") or 0),
-            leverage=int(start_body.get("leverage") or 10),
-            tp=float(start_body["tp"]),
-            sl=float(start_body["sl"]),
+            leverage=int(start_body.get("leverage") or (100 if opt_primary else 10)),
+            tp=None if not attach else float(start_body["tp"]),
+            sl=None if not attach else float(start_body["sl"]),
             dry_run=dry_run,
+            attach_tpsl=attach,
         )
         results.append({"step": "perp_market_open", "complete": True, **res})
         if not res.get("ok"):
@@ -820,6 +1072,19 @@ def execute_complete_missing_leg(
 def validate_start_body(plan_type: str, body: dict[str, Any]) -> Optional[str]:
     pt = (plan_type or "").strip().lower()
     if pt == "perp_options":
+        from lib.hedge_plan.hedge_plan_option_primary_lib import (
+            is_option_primary,
+            validate_option_primary_start,
+        )
+
+        if is_option_primary(body):
+            from lib.hedge_plan.hedge_plan_option_primary_lib import validate_option_primary_watch
+
+            # 以期权为主默认盯盘启动(非现场开仓);显式 watch_entry=0 才走即开校验
+            watch = body.get("watch_entry")
+            if watch in (None, "", True, 1, "1", "true", "yes", "on"):
+                return validate_option_primary_watch(body)
+            return validate_option_primary_start(body)
         need = ("direction", "entry", "tp", "sl", "contracts", "opt_inst_id", "sheets", "exchange_symbol")
         for k in need:
             if body.get(k) in (None, ""):
@@ -827,30 +1092,111 @@ def validate_start_body(plan_type: str, body: dict[str, Any]) -> Optional[str]:
         try:
             if float(body["contracts"]) <= 0 or float(body["sheets"]) <= 0:
                 return "张数必须大于 0"
-            if float(body["tp"]) <= 0 or float(body["sl"]) <= 0:
-                return "止盈/止损无效"
+            entry = float(body["entry"])
+            tp = float(body["tp"])
+            sl = float(body["sl"])
+            if tp <= 0 or sl <= 0 or entry <= 0:
+                return "止盈/止损/入场无效"
         except (TypeError, ValueError):
             return "数值字段无效"
+        direction = str(body.get("direction") or "").strip().lower()
+        if direction not in ("long", "short"):
+            return "方向须为 long 或 short"
+        opt_type = str(body.get("opt_type") or "").strip().upper()
+        if not opt_type:
+            # 允许从合约名推断 ETH-USD-...-P / -C
+            inst = str(body.get("opt_inst_id") or "")
+            if inst.upper().endswith("-P"):
+                opt_type = "P"
+            elif inst.upper().endswith("-C"):
+                opt_type = "C"
+        if opt_type not in ("P", "C"):
+            return "缺少期权类型(Put/Call)"
+        if direction == "long" and opt_type != "P":
+            return "做多永期对冲须用 Put"
+        if direction == "short" and opt_type != "C":
+            return "做空永期对冲须用 Call"
+        if direction == "long" and not (sl < entry < tp):
+            return "做多须满足 止损 < 入场 < 止盈"
+        if direction == "short" and not (tp < entry < sl):
+            return "做空须满足 止盈 < 入场 < 止损"
+        from lib.hedge_plan.hedge_plan_moneyness_lib import (
+            parse_strike_from_inst,
+            validate_po_option_moneyness,
+        )
+
+        strike = body.get("strike")
+        if strike in (None, ""):
+            strike = parse_strike_from_inst(str(body.get("opt_inst_id") or ""))
+        index_px = body.get("index_px")
+        if index_px in (None, ""):
+            index_px = entry
+        money_err = validate_po_option_moneyness(
+            opt_type=opt_type,
+            strike=strike,
+            index_px=index_px,
+            ask=body.get("ask"),
+            hours_to_expiry=body.get("hours_to_expiry"),
+        )
+        if money_err:
+            return money_err
         return None
     if pt == "options_options":
         a = body.get("leg_a") or {}
         b = body.get("leg_b") or {}
         if not a.get("inst_id") or not b.get("inst_id"):
             return "请选用两条期权腿"
-        up = body.get("target_price_up")
-        down = body.get("target_price_down")
-        legacy = body.get("target_price")
-        if up in (None, "") and legacy not in (None, ""):
-            up = legacy
-        if down in (None, "") and legacy not in (None, ""):
-            down = legacy
-        if up in (None, "") or down in (None, ""):
-            return "请填写上破与下破目标价"
-        try:
-            if float(up) <= float(down):
-                return "上破目标价必须大于下破目标价"
-        except (TypeError, ValueError):
-            return "目标价无效"
+        rr_raw = body.get("oo_profit_rr")
+        if rr_raw in (None, ""):
+            rr_raw = body.get("profit_rr")
+        if rr_raw not in (None, ""):
+            try:
+                rr = float(rr_raw)
+            except (TypeError, ValueError):
+                return "盈亏比无效"
+            if rr <= 0:
+                return "盈亏比须大于 0"
+        else:
+            up = body.get("target_price_up")
+            down = body.get("target_price_down")
+            legacy = body.get("target_price")
+            if up in (None, "") and legacy not in (None, ""):
+                up = legacy
+            if down in (None, "") and legacy not in (None, ""):
+                down = legacy
+            if up in (None, "") or down in (None, ""):
+                return "请填写盈亏比(相对权利金,默认2)"
+            try:
+                if float(up) <= float(down):
+                    return "上破目标价必须大于下破目标价"
+            except (TypeError, ValueError):
+                return "目标价无效"
+        from lib.hedge_plan.hedge_plan_moneyness_lib import (
+            parse_strike_from_inst,
+            validate_oo_legs_moneyness,
+        )
+
+        def _leg_for_money(leg: dict) -> dict:
+            strike = leg.get("strike")
+            if strike in (None, ""):
+                strike = parse_strike_from_inst(str(leg.get("inst_id") or ""))
+            opt_type = leg.get("opt_type")
+            if not opt_type:
+                inst = str(leg.get("inst_id") or "").upper()
+                if inst.endswith("-C"):
+                    opt_type = "C"
+                elif inst.endswith("-P"):
+                    opt_type = "P"
+            return {"opt_type": opt_type, "strike": strike}
+
+        index_px = body.get("index_px")
+        money_err = validate_oo_legs_moneyness(
+            _leg_for_money(a),
+            _leg_for_money(b),
+            index_px=index_px,
+        )
+        if money_err:
+            return money_err
         return None
     return "未知计划类型"
 
@@ -955,7 +1301,7 @@ def execute_manual_end_plan(cfg: dict[str, Any], conn: Any, plan_id: int) -> dic
     if not plan:
         return {"ok": False, "msg": "计划不存在"}
     st = str(plan.get("status") or "")
-    if st not in ("opening", "active", "partial"):
+    if st not in ("opening", "active", "partial", "watching"):
         return {"ok": False, "msg": f"当前状态 {st or '—'} 不可结束"}
 
     notes = reconcile_unfilled_option_legs(cfg, conn, int(plan_id))

lib/hedge_plan/hedge_plan_register.py

@@ -79,6 +79,7 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "ensure_markets_loaded": getattr(app_module, "ensure_markets_loaded", None),
         "ensure_okx_live_ready": getattr(app_module, "ensure_okx_live_ready", None),
         "place_exchange_order": getattr(app_module, "place_exchange_order", None),
+        "close_exchange_order": getattr(app_module, "close_exchange_order", None),
         "get_live_position_contracts": getattr(app_module, "get_live_position_contracts", None),
         "amount_to_precision": _amount_to_precision,
         "build_option_chain": build_option_chain,
@@ -108,15 +109,21 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
 
 
 def _hedge_enabled() -> bool:
-    return _env_bool("HEDGE_PLAN_ENABLED", False)
+    from lib.hedge_plan.okx_trade_mode_lib import hedge_module_enabled
+
+    return hedge_module_enabled()
 
 
 def _show_perp_options() -> bool:
-    return _env_bool("HEDGE_PLAN_SHOW_PERP_OPTIONS", True)
+    from lib.hedge_plan.okx_trade_mode_lib import show_perp_options
+
+    return show_perp_options()
 
 
 def _show_options_options() -> bool:
-    return _env_bool("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", True)
+    from lib.hedge_plan.okx_trade_mode_lib import show_options_options
+
+    return show_options_options()
 
 
 def _oo_close_mode_enabled() -> bool:
@@ -180,13 +187,14 @@ def _gates_dict(cfg: dict[str, Any], plan_type: str) -> dict[str, Any]:
                     raw = fetch_option_positions(ex) if ex is not None else []
                     has_standalone = has_standalone_option_position(conn, raw or [])
                 except Exception:
-                    has_standalone = False
+                    has_standalone = True  # fail-closed
             conn.commit()
         finally:
             conn.close()
     except Exception:
-        active = 0
-        has_standalone = False
+        # fail-closed:探测失败视为不可开仓
+        active = 10**9
+        has_standalone = True
     return gate_status(
         hedge_enabled=_hedge_enabled(),
         sizing_mode=load_position_sizing_mode(),
@@ -214,31 +222,45 @@ def _gates_public(cfg: dict[str, Any], plan_type: str) -> dict[str, Any]:
 
 
 def _maybe_start_monitor(cfg: dict[str, Any]) -> None:
-    if not _hedge_enabled():
-        return
-    try:
-        secs = float(os.getenv("HEDGE_PLAN_MONITOR_POLL_SECONDS") or "15")
-    except ValueError:
-        secs = 15.0
-    secs = max(5.0, secs)
+    # 始终启动监控线程:单独期权模式下仍需收口遗留 active/partial 计划
+    with _hedge_start_lock():
+        if cfg.get("hedge_monitor_thread") is not None:
+            return
+        try:
+            secs = float(os.getenv("HEDGE_PLAN_MONITOR_POLL_SECONDS") or "15")
+        except ValueError:
+            secs = 15.0
+        secs = max(5.0, secs)
 
-    def _loop() -> None:
-        import time
+        def _loop() -> None:
+            import time
 
-        from lib.hedge_plan.hedge_plan_monitor_lib import tick_active_plans
+            from lib.hedge_plan.hedge_plan_monitor_lib import tick_active_plans
 
-        while True:
-            try:
-                tick_active_plans(cfg)
-            except Exception:
-                pass
-            time.sleep(secs)
+            while True:
+                try:
+                    tick_active_plans(cfg)
+                except Exception:
+                    pass
+                time.sleep(secs)
 
-    import threading
+        import threading
 
-    t = threading.Thread(target=_loop, name="hedge-plan-monitor", daemon=True)
-    t.start()
-    cfg["hedge_monitor_thread"] = t
+        t = threading.Thread(target=_loop, name="hedge-plan-monitor", daemon=True)
+        t.start()
+        cfg["hedge_monitor_thread"] = t
+
+
+_start_lock = None
+
+
+def _hedge_start_lock():
+    global _start_lock
+    if _start_lock is None:
+        import threading
+
+        _start_lock = threading.Lock()
+    return _start_lock
 
 
 def _start_body_json(body: dict[str, Any], missing_leg: Optional[str] = None) -> str:
@@ -277,34 +299,57 @@ def _persist_po(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
             opt_ok = True
             perp_ok = True
         premium = float((opt or {}).get("premium") or 0) if opt_ok else 0.0
-        plan_id = insert_plan(
-            conn,
-            {
-                "plan_type": "perp_options",
-                "status": "partial" if is_partial else "active",
-                "underlying": str(body.get("underlying") or "ETH").upper(),
-                "direction": str(body.get("direction") or "long"),
-                "entry_mark": float(body.get("entry") or 0),
-                "tp": float(body.get("tp") or 0),
-                "sl": float(body.get("sl") or 0),
-                "sizing_mode_at_open": load_position_sizing_mode(),
-                "perp_size": float((perp or {}).get("contracts") or body.get("contracts") or 0),
-                "margin": body.get("margin"),
-                "leverage": float(body.get("leverage") or 10),
-                "premium_total": premium,
-                "preview_json": _start_body_json(body, missing or None),
-                "close_reason": "partial_fail" if is_partial else None,
-                "opened_at": result.get("opened_at"),
-                "note": (result.get("msg") or "")[:500] if is_partial else None,
-            },
+        from lib.hedge_plan.hedge_plan_option_primary_lib import (
+            is_option_primary,
+            perp_direction_for_view,
         )
+
+        opt_primary = is_option_primary(body)
+        view = str(body.get("direction") or "long")
+        perp_dir = (
+            str((perp or {}).get("direction") or "")
+            or (perp_direction_for_view(view) if opt_primary else view)
+        )
+        plan_row = {
+            "plan_type": "perp_options",
+            "status": "partial" if is_partial else "active",
+            "underlying": str(body.get("underlying") or "ETH").upper(),
+            "direction": view,
+            "entry_mark": float(body.get("entry") or 0),
+            "tp": float(body.get("tp") or 0) if not opt_primary else 0,
+            "sl": float(body.get("sl") or 0) if not opt_primary else 0,
+            "sizing_mode_at_open": load_position_sizing_mode(),
+            "perp_size": float((perp or {}).get("contracts") or body.get("contracts") or 0),
+            "margin": body.get("margin"),
+            "leverage": float(body.get("leverage") or (100 if opt_primary else 10)),
+            "premium_total": premium,
+            "preview_json": _start_body_json(body, missing or None),
+            "close_reason": "partial_fail" if is_partial else None,
+            "opened_at": result.get("opened_at"),
+            "note": (result.get("msg") or "")[:500] if is_partial else None,
+            "option_primary": 1 if opt_primary else 0,
+            "perp_direction": perp_dir,
+        }
+        if opt_primary:
+            plan_row.update(
+                {
+                    "option_target_points": float(body.get("option_target_points") or 0),
+                    "perp_target_points": float(body.get("perp_target_points") or 0),
+                    "option_perp_ratio": float(body.get("option_perp_ratio") or 0),
+                    "premium_budget": float(body.get("premium_budget") or 0),
+                    "strike_interval": float(body.get("strike_interval") or 15),
+                    "min_option_hours": float(body.get("min_option_hours") or 36),
+                    "option_moneyness": str(body.get("moneyness") or body.get("option_moneyness") or ""),
+                }
+            )
+        plan_id = insert_plan(conn, plan_row)
         insert_leg(
             conn,
             {
                 "plan_id": plan_id,
                 "leg_role": "perp",
                 "symbol": str(body.get("exchange_symbol") or ""),
-                "side": str(body.get("direction") or "long"),
+                "side": perp_dir,
                 "size": float((perp or {}).get("contracts") or body.get("contracts") or 0),
                 "avg_open": float(body.get("entry") or 0) if perp_ok else None,
                 "status": "open" if perp_ok else "pending",
@@ -322,8 +367,9 @@ def _persist_po(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
                 "strike": (opt or {}).get("strike") or body.get("strike"),
                 "side": "buy",
                 "size": float((opt or {}).get("sheets") or body.get("sheets") or 1),
-                "avg_open": float((opt or {}).get("ask") or 0) if opt_ok else None,
+                "avg_open": float((opt or {}).get("ask") or body.get("ask") or 0) if opt_ok else None,
                 "premium": premium if opt_ok else 0,
+                "ct_mult": float(body.get("ct_mult") or (opt or {}).get("ct_mult") or 0.01),
                 "status": "open" if opt_ok else "pending",
                 "exchange_ord_id": str((opt or {}).get("exchange_ord_id") or ""),
                 "opened_at": result.get("opened_at") if opt_ok else None,
@@ -341,6 +387,134 @@ def _persist_po(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
         conn.close()
 
 
+def _persist_po_watching(cfg: dict[str, Any], body: dict[str, Any]) -> int:
+    """以期权为主:只落库盯盘计划,不下单."""
+    from lib.hedge_plan.hedge_plan_db import init_hedge_plan_tables, insert_plan
+    from lib.hedge_plan.hedge_plan_option_primary_lib import perp_direction_for_view
+
+    conn = cfg["get_db"]()
+    try:
+        init_hedge_plan_tables(conn)
+        view = str(body.get("direction") or "long")
+        money = str(body.get("moneyness") or body.get("option_moneyness") or "otm").strip().lower()
+        plan_id = insert_plan(
+            conn,
+            {
+                "plan_type": "perp_options",
+                "status": "watching",
+                "underlying": str(body.get("underlying") or "ETH").upper(),
+                "direction": view,
+                "entry_mark": float(body.get("index_px") or body.get("entry") or 0) or None,
+                "tp": 0,
+                "sl": 0,
+                "sizing_mode_at_open": None,
+                "perp_size": None,
+                "margin": None,
+                "leverage": float(body.get("leverage") or 100),
+                "premium_total": 0,
+                "preview_json": _start_body_json(body),
+                "close_reason": None,
+                "opened_at": None,
+                "note": "盯盘中:等待杠杆/间隔达标后自动开仓",
+                "option_primary": 1,
+                "perp_direction": perp_direction_for_view(view),
+                "option_target_points": float(body.get("option_target_points") or 0),
+                "perp_target_points": float(body.get("perp_target_points") or 0),
+                "option_perp_ratio": float(body.get("option_perp_ratio") or 0),
+                "premium_budget": float(body.get("premium_budget") or 0),
+                "strike_interval": float(body.get("strike_interval") or 15),
+                "min_option_hours": float(body.get("min_option_hours") or 36),
+                "option_moneyness": money,
+                "option_leverage": float(body.get("option_leverage") or 0),
+            },
+        )
+        conn.commit()
+        return plan_id
+    finally:
+        conn.close()
+
+
+def _activate_watching_po(
+    cfg: dict[str, Any],
+    conn: Any,
+    plan_id: int,
+    result: dict[str, Any],
+    body: dict[str, Any],
+) -> None:
+    """盯盘命中后:写入腿并把 watching → active/partial."""
+    from lib.hedge_plan.hedge_plan_db import get_plan, get_plan_legs, insert_leg, update_plan
+    from lib.hedge_plan.hedge_plan_notify_lib import notify_plan_start
+    from lib.hedge_plan.hedge_plan_option_primary_lib import perp_direction_for_view
+
+    is_partial = bool(result.get("partial"))
+    missing = str(result.get("missing_leg") or "") if is_partial else ""
+    opt = result.get("option") or {}
+    perp = result.get("perp") or {}
+    if is_partial:
+        opt_ok = missing != "option_hedge" and bool(result.get("option"))
+        perp_ok = missing != "perp" and bool(result.get("perp"))
+    else:
+        opt_ok = True
+        perp_ok = True
+    premium = float((opt or {}).get("premium") or 0) if opt_ok else 0.0
+    view = str(body.get("direction") or "long")
+    perp_dir = (
+        str((perp or {}).get("direction") or "")
+        or perp_direction_for_view(view)
+    )
+    update_plan(
+        conn,
+        int(plan_id),
+        status="partial" if is_partial else "active",
+        entry_mark=float(body.get("entry") or body.get("index_px") or 0) or None,
+        perp_size=float((perp or {}).get("contracts") or body.get("contracts") or 0),
+        leverage=float(body.get("leverage") or 100),
+        premium_total=premium,
+        preview_json=_start_body_json(body, missing or None),
+        close_reason="partial_fail" if is_partial else None,
+        opened_at=result.get("opened_at"),
+        note=(result.get("msg") or "")[:500] if is_partial else "盯盘达标已开仓",
+        perp_direction=perp_dir,
+    )
+    insert_leg(
+        conn,
+        {
+            "plan_id": int(plan_id),
+            "leg_role": "perp",
+            "symbol": str(body.get("exchange_symbol") or ""),
+            "side": perp_dir,
+            "size": float((perp or {}).get("contracts") or body.get("contracts") or 0),
+            "avg_open": float(body.get("entry") or 0) if perp_ok else None,
+            "status": "open" if perp_ok else "pending",
+            "exchange_ord_id": str((perp or {}).get("exchange_ord_id") or ""),
+            "opened_at": result.get("opened_at") if perp_ok else None,
+        },
+    )
+    insert_leg(
+        conn,
+        {
+            "plan_id": int(plan_id),
+            "leg_role": "option_hedge",
+            "inst_id": str((opt or {}).get("inst_id") or body.get("opt_inst_id") or ""),
+            "opt_type": str((opt or {}).get("opt_type") or body.get("opt_type") or ""),
+            "strike": (opt or {}).get("strike") or body.get("strike"),
+            "side": "buy",
+            "size": float((opt or {}).get("sheets") or body.get("sheets") or 1),
+            "avg_open": float((opt or {}).get("ask") or body.get("ask") or 0) if opt_ok else None,
+            "premium": premium if opt_ok else 0,
+            "ct_mult": float(body.get("ct_mult") or (opt or {}).get("ct_mult") or 0.01),
+            "status": "open" if opt_ok else "pending",
+            "exchange_ord_id": str((opt or {}).get("exchange_ord_id") or ""),
+            "opened_at": result.get("opened_at") if opt_ok else None,
+        },
+    )
+    if not is_partial:
+        plan = get_plan(conn, int(plan_id))
+        legs = get_plan_legs(conn, int(plan_id))
+        if plan:
+            notify_plan_start(cfg, conn, plan, legs)
+
+
 def _persist_oo(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any]) -> int:
     from lib.hedge_plan.hedge_plan_db import (
         get_plan,
@@ -363,27 +537,25 @@ def _persist_oo(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
         premium = (float(a.get("premium") or 0) if a_ok else 0.0) + (
             float(b.get("premium") or 0) if b_ok else 0.0
         )
+        rr_raw = body.get("oo_profit_rr")
+        if rr_raw in (None, ""):
+            rr_raw = body.get("profit_rr")
+        try:
+            oo_rr = float(rr_raw) if rr_raw not in (None, "") else 2.0
+        except (TypeError, ValueError):
+            oo_rr = 2.0
+        if oo_rr <= 0:
+            oo_rr = 2.0
         plan_id = insert_plan(
             conn,
             {
                 "plan_type": "options_options",
                 "status": "partial" if is_partial else "active",
                 "underlying": str(body.get("underlying") or "ETH").upper(),
-                "target_price": float(
-                    body.get("target_price_up")
-                    or body.get("target_price")
-                    or 0
-                ),
-                "target_price_up": float(
-                    body.get("target_price_up")
-                    or body.get("target_price")
-                    or 0
-                ),
-                "target_price_down": float(
-                    body.get("target_price_down")
-                    or body.get("target_price")
-                    or 0
-                ),
+                "target_price": None,
+                "target_price_up": None,
+                "target_price_down": None,
+                "oo_profit_rr": oo_rr,
                 "sizing_mode_at_open": load_position_sizing_mode(),
                 "premium_total": premium,
                 "oo_close_mode": _normalize_oo_close_mode(body.get("oo_close_mode")),
@@ -454,22 +626,43 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
         direction = (request.args.get("direction") or "long").strip().lower()
         if direction not in ("long", "short"):
             direction = "long"
+        option_primary = (request.args.get("option_primary") or "").strip().lower() in (
+            "1",
+            "true",
+            "yes",
+            "on",
+        )
         data, err = _fetch_perp_market(cfg, base)
         if err:
             return jsonify({"ok": False, "msg": err}), 400
         sizing_mode = load_position_sizing_mode()
         gates = _gates_dict(cfg, "perp_options")
+        if option_primary:
+            from lib.hedge_plan.hedge_plan_option_primary_lib import (
+                opt_type_for_view,
+                perp_direction_for_view,
+            )
+
+            suggested = opt_type_for_view(direction)
+            perp_dir = perp_direction_for_view(direction)
+            acct_note = "以期权为主:看法腿买期权,永续反向对冲"
+        else:
+            suggested = "P" if direction == "long" else "C"
+            perp_dir = direction
+            acct_note = "永续腿使用合约(交易)账户可用 USDT"
         out = {
             "ok": True,
             "base": base,
             "direction": direction,
-            "suggested_opt_type": "P" if direction == "long" else "C",
+            "option_primary": option_primary,
+            "suggested_opt_type": suggested,
+            "perp_direction": perp_dir,
             **data,
             "gates": gates,
             "sizing_mode": sizing_mode,
             "account_kind": "perp",
             "account_label": cfg.get("perp_account_label") or "合约账户",
-            "account_note": "永续腿使用合约(交易)账户可用 USDT",
+            "account_note": acct_note,
         }
         return jsonify(out)
 
@@ -482,29 +675,91 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
         if ex is None:
             return jsonify({"ok": False, "msg": "期权交易所未初始化"}), 400
         u = (request.args.get("underlying") or cfg.get("default_underly") or "ETH").upper()
+        # 热更新:链展示天数每次读 env
+        chain_max_dte = float(
+            os.getenv("OKX_OPTIONS_CHAIN_MAX_DTE_DAYS")
+            or os.getenv("OKX_OPTIONS_MAX_DTE_DAYS")
+            or cfg.get("chain_max_dte")
+            or 14
+        )
         try:
             chain = cfg["build_option_chain"](
                 ex,
                 u,
-                max_dte_days=float(cfg.get("chain_max_dte") or 14),
+                max_dte_days=chain_max_dte,
                 itm_only=False,
                 itm_max_dist_usd=float(os.getenv("OKX_OPTIONS_ITM_MAX_DIST_USD") or "30"),
             )
         except Exception as e:
             return jsonify({"ok": False, "msg": f"拉取期权链失败: {e}"}), 500
+        # 可选:永期以期权为主时按最低剩余小时/行权间隔过滤(仅当请求显式带 option_primary)
+        # 默认拉链不再带此过滤,避免期期看不到明天到期
+        option_primary = (request.args.get("option_primary") or "").strip().lower() in (
+            "1",
+            "true",
+            "yes",
+            "on",
+        )
+        min_hours = None
+        strike_interval = None
+        try:
+            if request.args.get("min_hours") not in (None, ""):
+                min_hours = float(request.args.get("min_hours"))
+        except (TypeError, ValueError):
+            min_hours = 36.0 if option_primary else None
+        try:
+            if request.args.get("strike_interval") not in (None, ""):
+                strike_interval = float(request.args.get("strike_interval"))
+        except (TypeError, ValueError):
+            strike_interval = 15.0 if option_primary else None
+        if option_primary and min_hours is None:
+            min_hours = 36.0
+        if option_primary and strike_interval is None:
+            strike_interval = 15.0
+        if min_hours is not None or strike_interval is not None:
+            from lib.hedge_plan.hedge_plan_option_primary_lib import hours_to_expiry_from_ms
+
+            idx = None
+            try:
+                idx = float(chain.get("index_px") or 0) or None
+            except (TypeError, ValueError):
+                idx = None
+            filtered = []
+            for exp in chain.get("expiries") or []:
+                h = hours_to_expiry_from_ms(exp.get("exp_time"))
+                if min_hours is not None and h is not None and h < min_hours:
+                    continue
+                contracts = []
+                for c in exp.get("contracts") or []:
+                    row = dict(c)
+                    row["hours_to_expiry"] = h
+                    if strike_interval is not None and idx and idx > 0:
+                        try:
+                            k = float(row.get("strike") or 0)
+                        except (TypeError, ValueError):
+                            k = 0.0
+                        if k > 0 and abs(k - idx) > strike_interval + 1e-9:
+                            continue
+                    contracts.append(row)
+                if contracts:
+                    filtered.append({**exp, "contracts": contracts, "hours_to_expiry": h})
+            chain = {**chain, "expiries": filtered}
         opt_acct = _options_account_snapshot(cfg)
         return jsonify(
             {
                 "ok": True,
                 **chain,
                 "underlying": u,
-                "chain_max_dte_days": cfg.get("chain_max_dte"),
+                "chain_max_dte_days": chain_max_dte,
                 "account_kind": "options",
                 "account_label": cfg.get("options_account_label") or "期权账户",
                 "account_note": "期权腿使用期权账户(交易 USDC)",
                 "options_account": opt_acct,
                 "trade_budget_usdc": cfg.get("trade_budget_usdc"),
                 "budget_buffer": cfg.get("budget_buffer"),
+                "option_primary": option_primary,
+                "min_hours": min_hours,
+                "strike_interval": strike_interval,
             }
         )
 
@@ -560,37 +815,70 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
         body = request.get_json(silent=True) or {}
         plan_type = (body.get("plan_type") or "perp_options").strip().lower()
         dry_run = bool(body.get("dry_run")) or _env_bool("HEDGE_PLAN_DRY_RUN", False)
-        gates = _gates_dict(cfg, plan_type)
-        if not dry_run and not gates.get("can_start"):
-            return jsonify(
-                {"ok": False, "msg": "; ".join(gates.get("reasons") or ["不可开仓"]), "gates": gates}
-            ), 400
-        err = validate_start_body(plan_type, body)
-        if err:
-            return jsonify({"ok": False, "msg": err, "gates": gates}), 400
-        # 补齐永续杠杆
-        if plan_type == "perp_options" and not body.get("leverage"):
-            base = str(body.get("underlying") or "ETH").upper()
-            body["leverage"] = cfg.get("btc_leverage") if base == "BTC" else (cfg.get("btc_leverage") or 10)
-            # ETH 也用 BTC 档 10x 按方案;ALT 为 alt_leverage 仅非 BTC/ETH
-            if base in ("BTC", "ETH"):
-                body["leverage"] = int(cfg.get("btc_leverage") or 10)
-        if plan_type == "options_options":
-            out = execute_options_options_start(
-                cfg,
-                body,
-                dry_run=dry_run,
-                persist=(None if dry_run else (lambda r, b: _persist_oo(cfg, r, b))),
-            )
-        else:
-            out = execute_perp_options_start(
-                cfg,
-                body,
-                dry_run=dry_run,
-                persist=(None if dry_run else (lambda r, b: _persist_po(cfg, r, b))),
-            )
-        out["gates"] = gates
-        return jsonify(out), (200 if out.get("ok") else 400)
+        with _hedge_start_lock():
+            gates = _gates_dict(cfg, plan_type)
+            if not dry_run and not gates.get("can_start"):
+                return jsonify(
+                    {"ok": False, "msg": "; ".join(gates.get("reasons") or ["不可开仓"]), "gates": gates}
+                ), 400
+            err = validate_start_body(plan_type, body)
+            if err:
+                return jsonify({"ok": False, "msg": err, "gates": gates}), 400
+            # 补齐永续杠杆(以期权为主默认 100;保险模式 BTC/ETH 用 btc_leverage)
+            if plan_type == "perp_options" and not body.get("leverage"):
+                from lib.hedge_plan.hedge_plan_option_primary_lib import is_option_primary
+
+                if is_option_primary(body):
+                    body["leverage"] = 100
+                else:
+                    base = str(body.get("underlying") or "ETH").upper()
+                    if base in ("BTC", "ETH"):
+                        body["leverage"] = int(cfg.get("btc_leverage") or 10)
+                    else:
+                        body["leverage"] = int(cfg.get("alt_leverage") or 5)
+            # 以期权为主:策略启动=盯盘,不现场开仓
+            if plan_type == "perp_options":
+                from lib.hedge_plan.hedge_plan_option_primary_lib import is_option_primary
+
+                watch = body.get("watch_entry")
+                watch_on = watch in (None, "", True, 1, "1", "true", "yes", "on")
+                if is_option_primary(body) and watch_on:
+                    if dry_run:
+                        return jsonify(
+                            {
+                                "ok": True,
+                                "dry_run": True,
+                                "watching": True,
+                                "msg": "dry_run:将创建盯盘计划(不落库)",
+                                "gates": gates,
+                            }
+                        )
+                    plan_id = _persist_po_watching(cfg, body)
+                    return jsonify(
+                        {
+                            "ok": True,
+                            "watching": True,
+                            "plan_id": plan_id,
+                            "msg": "已启动盯盘,杠杆/间隔达标后自动开仓",
+                            "gates": gates,
+                        }
+                    )
+            if plan_type == "options_options":
+                out = execute_options_options_start(
+                    cfg,
+                    body,
+                    dry_run=dry_run,
+                    persist=(None if dry_run else (lambda r, b: _persist_oo(cfg, r, b))),
+                )
+            else:
+                out = execute_perp_options_start(
+                    cfg,
+                    body,
+                    dry_run=dry_run,
+                    persist=(None if dry_run else (lambda r, b: _persist_po(cfg, r, b))),
+                )
+            out["gates"] = gates
+            return jsonify(out), (200 if out.get("ok") else 400)
 
     @app.route("/api/hedge-plan/<int:plan_id>/end", methods=["POST"])
     @lr
@@ -628,12 +916,19 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
 
         body = request.get_json(silent=True) or {}
         dry_run = bool(body.get("dry_run")) or _env_bool("HEDGE_PLAN_DRY_RUN", False)
+        if not dry_run and not _hedge_enabled():
+            return jsonify({"ok": False, "msg": "当前交易模式为单独期权,不可补开对冲腿"}), 400
         conn = cfg["get_db"]()
         try:
             init_hedge_plan_tables(conn)
             plan = get_plan(conn, plan_id)
             if not plan:
                 return jsonify({"ok": False, "msg": "计划不存在"}), 404
+            pt = str(plan.get("plan_type") or "")
+            if pt == "perp_options" and not _show_perp_options():
+                return jsonify({"ok": False, "msg": "当前模式非永期对冲,不可补开"}), 400
+            if pt == "options_options" and not _show_options_options():
+                return jsonify({"ok": False, "msg": "当前模式非期期对冲,不可补开"}), 400
             if str(plan.get("status") or "") != "partial":
                 return jsonify({"ok": False, "msg": "仅半腿待补(partial)计划可补开"}), 400
             legs = get_plan_legs(conn, plan_id)
@@ -770,17 +1065,19 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
         try:
             init_hedge_plan_tables(conn)
             rows = []
-            for status in ("opening", "active", "partial"):
+            for status in ("watching", "opening", "active", "partial"):
                 rows.extend(list_plans(conn, status=status, limit=80))
             rows.sort(key=lambda row: int(row.get("id") or 0), reverse=True)
             for row in rows:
+                if str(row.get("status") or "") == "watching":
+                    continue
                 try:
                     reconcile_unfilled_option_legs(cfg, conn, int(row["id"]))
                 except Exception:
                     pass
             # 校正后可能 status 变化,重新拉一遍
             rows = []
-            for status in ("opening", "active", "partial"):
+            for status in ("watching", "opening", "active", "partial"):
                 rows.extend(list_plans(conn, status=status, limit=80))
             rows.sort(key=lambda row: int(row.get("id") or 0), reverse=True)
             plans = attach_legs_to_plans(conn, rows)
@@ -862,6 +1159,37 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
 
 
 def _preview_po(body: dict[str, Any]) -> dict[str, Any]:
+    from lib.hedge_plan.hedge_plan_moneyness_lib import validate_po_option_moneyness
+    from lib.hedge_plan.hedge_plan_option_primary_lib import (
+        build_option_primary_preview,
+        is_option_primary,
+        size_from_premium,
+        validate_option_primary_start,
+    )
+
+    if is_option_primary(body):
+        err = validate_option_primary_start(body)
+        if err:
+            raise ValueError(err)
+        sized = size_from_premium(
+            premium_budget=float(body.get("premium_budget") or 0),
+            ask=float(body.get("ask") or 0),
+            ct_mult=float(body.get("ct_mult") or 0.01),
+            ratio=float(body.get("option_perp_ratio") or 2),
+            contract_size=float(body.get("contract_size") or 0.01),
+        )
+        if not sized.get("ok"):
+            raise ValueError(sized.get("msg") or "定仓失败")
+        body = dict(body)
+        body["sheets"] = sized["sheets"]
+        body["contracts"] = sized["contracts"]
+        body["eth_qty"] = sized["eth_qty"]
+        if not body.get("entry"):
+            body["entry"] = body.get("index_px") or 0
+        out = build_option_primary_preview(body)
+        out["sizing"] = sized
+        return out
+
     direction = str(body.get("direction") or "long").lower()
     entry = float(body["entry"])
     tp = float(body["tp"])
@@ -879,6 +1207,16 @@ def _preview_po(body: dict[str, Any]) -> dict[str, Any]:
             raise ValueError("缺少权利金或卖一价")
         premium = option_premium_total(ask=float(ask), sheets=sheets, ct_mult=ct_mult)
     index_px = body.get("index_px")
+    idx_for_money = float(index_px) if index_px is not None else entry
+    money_err = validate_po_option_moneyness(
+        opt_type=opt_type,
+        strike=strike,
+        index_px=idx_for_money,
+        ask=ask,
+        hours_to_expiry=body.get("hours_to_expiry"),
+    )
+    if money_err:
+        raise ValueError(money_err)
     return build_perp_options_preview(
         direction=direction,
         entry=entry,
@@ -896,20 +1234,26 @@ def _preview_po(body: dict[str, Any]) -> dict[str, Any]:
 
 
 def _preview_oo(body: dict[str, Any]) -> dict[str, Any]:
-    up = body.get("target_price_up")
-    down = body.get("target_price_down")
-    legacy = body.get("target_price")
-    if up in (None, "") and legacy not in (None, ""):
-        up = legacy
-    if down in (None, "") and legacy not in (None, ""):
-        down = legacy
-    if up in (None, "") or down in (None, ""):
-        raise ValueError("请填写上破与下破目标价")
-    up_f = float(up)
-    down_f = float(down)
-    if up_f <= down_f:
-        raise ValueError("上破目标价必须大于下破目标价")
-    index_px = float(body.get("index_px") or ((up_f + down_f) / 2))
+    from lib.hedge_plan.hedge_plan_moneyness_lib import validate_oo_legs_moneyness
+
+    rr_raw = body.get("oo_profit_rr")
+    if rr_raw in (None, ""):
+        rr_raw = body.get("profit_rr")
+    rr = None
+    if rr_raw not in (None, ""):
+        try:
+            rr = float(rr_raw)
+        except (TypeError, ValueError) as e:
+            raise ValueError("盈亏比无效") from e
+        if rr <= 0:
+            raise ValueError("盈亏比须大于 0")
+
+    index_px = body.get("index_px")
+    try:
+        index_px_f = float(index_px) if index_px not in (None, "") else 0.0
+    except (TypeError, ValueError):
+        index_px_f = 0.0
+
     leg_a = body.get("leg_a") or {}
     leg_b = body.get("leg_b") or {}
     for name, leg in (("leg_a", leg_a), ("leg_b", leg_b)):
@@ -923,10 +1267,38 @@ def _preview_oo(body: dict[str, Any]) -> dict[str, Any]:
             )
         if leg.get("premium_paid") is None:
             raise ValueError(f"缺少 {name} 权利金")
+    money_err = validate_oo_legs_moneyness(leg_a, leg_b, index_px=index_px_f or None)
+    if money_err:
+        raise ValueError(money_err)
+
+    if rr is not None:
+        return build_options_options_preview(
+            profit_rr=rr,
+            index_px=index_px_f,
+            leg_a=leg_a,
+            leg_b=leg_b,
+        )
+
+    # 兼容旧上破/下破
+    up = body.get("target_price_up")
+    down = body.get("target_price_down")
+    legacy = body.get("target_price")
+    if up in (None, "") and legacy not in (None, ""):
+        up = legacy
+    if down in (None, "") and legacy not in (None, ""):
+        down = legacy
+    if up in (None, "") or down in (None, ""):
+        raise ValueError("请填写盈亏比(相对权利金,默认2)")
+    up_f = float(up)
+    down_f = float(down)
+    if up_f <= down_f:
+        raise ValueError("上破目标价必须大于下破目标价")
+    if index_px_f <= 0:
+        index_px_f = (up_f + down_f) / 2
     return build_options_options_preview(
         target_price_up=up_f,
         target_price_down=down_f,
-        index_px=index_px,
+        index_px=index_px_f,
         leg_a=leg_a,
         leg_b=leg_b,
     )

lib/hedge_plan/hedge_plan_settle_lib.py

@@ -109,7 +109,11 @@ def resolve_option_leg_realized_pnl(
         except Exception:
             rows = None
     if rows:
-        info = resolve_option_close_from_history(rows, open_ms=open_ms)
+        close_ms = _parse_opened_ms(leg.get("closed_at"))
+        sheets = _sf(leg.get("size")) or _sf(leg.get("sheets"))
+        info = resolve_option_close_from_history(
+            rows, open_ms=open_ms, close_ms=close_ms, sheets=sheets
+        )
         pnl = _sf((info or {}).get("realized_pnl")) if info else None
         if pnl is not None:
             return round(float(pnl), 4), "exchange"

lib/hedge_plan/okx_trade_mode_lib.py

@@ -0,0 +1,103 @@
+"""OKX 期权/对冲三选一模式(env: OKX_TRADE_MODE).
+
+options         → 仅单独期权(隐藏对冲导航与对冲 env 配置)
+perp_options    → 仅永期对冲(不可单独开期权;对冲组数上限 MAX_ACTIVE_HEDGE_PLANS)
+options_options → 仅期期对冲(同上)
+"""
+from __future__ import annotations
+
+import os
+from typing import Optional
+
+MODE_OPTIONS = "options"
+MODE_PERP = "perp_options"
+MODE_OO = "options_options"
+VALID_MODES = frozenset({MODE_OPTIONS, MODE_PERP, MODE_OO})
+
+_ALIASES = {
+    "option": MODE_OPTIONS,
+    "standalone": MODE_OPTIONS,
+    "期权": MODE_OPTIONS,
+    "单独期权": MODE_OPTIONS,
+    "po": MODE_PERP,
+    "perp": MODE_PERP,
+    "永期": MODE_PERP,
+    "永期对冲": MODE_PERP,
+    "oo": MODE_OO,
+    "期期": MODE_OO,
+    "期期对冲": MODE_OO,
+}
+
+
+def _env_bool(name: str, default: bool = False) -> bool:
+    raw = os.getenv(name)
+    if raw is None or str(raw).strip() == "":
+        return default
+    return str(raw).strip().lower() in ("1", "true", "yes", "on")
+
+
+def normalize_okx_trade_mode(raw: Optional[str]) -> str:
+    s = str(raw or "").strip().lower()
+    if s in VALID_MODES:
+        return s
+    if s in _ALIASES:
+        return _ALIASES[s]
+    return ""
+
+
+def legacy_infer_okx_trade_mode() -> str:
+    """未配置 OKX_TRADE_MODE 时,按旧开关推断,避免已有部署行为突变."""
+    if not _env_bool("HEDGE_PLAN_ENABLED", False):
+        return MODE_OPTIONS
+    show_po = _env_bool("HEDGE_PLAN_SHOW_PERP_OPTIONS", True)
+    show_oo = _env_bool("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", True)
+    if show_po and not show_oo:
+        return MODE_PERP
+    if show_oo and not show_po:
+        return MODE_OO
+    if show_po:
+        return MODE_PERP
+    if show_oo:
+        return MODE_OO
+    return MODE_OPTIONS
+
+
+def get_okx_trade_mode() -> str:
+    m = normalize_okx_trade_mode(os.getenv("OKX_TRADE_MODE"))
+    if m:
+        return m
+    return legacy_infer_okx_trade_mode()
+
+
+def hedge_module_enabled() -> bool:
+    return get_okx_trade_mode() in (MODE_PERP, MODE_OO)
+
+
+def show_perp_options() -> bool:
+    return get_okx_trade_mode() == MODE_PERP
+
+
+def show_options_options() -> bool:
+    return get_okx_trade_mode() == MODE_OO
+
+
+def standalone_options_open_allowed() -> bool:
+    return get_okx_trade_mode() == MODE_OPTIONS
+
+
+def mode_label(mode: Optional[str] = None) -> str:
+    m = mode or get_okx_trade_mode()
+    return {
+        MODE_OPTIONS: "单独期权",
+        MODE_PERP: "永期对冲",
+        MODE_OO: "期期对冲",
+    }.get(m, m or "—")
+
+
+def block_standalone_open_by_mode_msg() -> Optional[str]:
+    if standalone_options_open_allowed():
+        return None
+    return (
+        f"当前交易模式为「{mode_label()}」,不可单独开期权;"
+        "请在 env「交易模式」切换为「单独期权」"
+    )

lib/hedge_plan/templates/hedge_plan_panel.html

@@ -2,9 +2,10 @@
      data-default-underly="{{ options_default_underly | default('ETH') }}"
      data-hedge-enabled="{{ '1' if hedge_plan_enabled else '0' }}"
      data-options-enabled="{{ '1' if options_enabled else '0' }}"
-     data-show-perp="{{ '1' if hedge_plan_show_perp_options | default(true) else '0' }}"
-     data-show-oo="{{ '1' if hedge_plan_show_options_options | default(true) else '0' }}"
-     data-oo-close-mode-enabled="{{ '1' if hedge_plan_oo_close_mode_enabled | default(true) else '0' }}"
+     data-show-perp="{{ '1' if hedge_plan_show_perp_options else '0' }}"
+     data-show-oo="{{ '1' if hedge_plan_show_options_options else '0' }}"
+     data-oo-close-mode-enabled="{{ '1' if hedge_plan_oo_close_mode_enabled else '0' }}"
+     data-option-primary="{{ '1' if hedge_plan_option_primary|default(true) else '0' }}"
      data-budget-buffer="{{ hedge_plan_budget_buffer | default(0.95) }}"
      data-sizing-mode="{{ position_sizing_mode | default('risk') }}"
      data-is-full-margin="{{ '1' if position_sizing_mode == 'full_margin' else '0' }}">
@@ -14,8 +15,8 @@
   {% if not options_enabled %}
   <div class="flash" style="margin-bottom:12px">期权模块未启用,无法拉期权链.请先配置期权账户.</div>
   {% endif %}
-  {% if hedge_plan_enabled and not (hedge_plan_show_perp_options | default(true)) and not (hedge_plan_show_options_options | default(true)) %}
-  <div class="flash" style="margin-bottom:12px">永期与期期 Tab 均已隐藏:可在 <code>env配置 → 对冲计划</code> 打开显示开关;进行中/历史仍可查看.</div>
+  {% if hedge_plan_enabled and not hedge_plan_show_perp_options and not hedge_plan_show_options_options %}
+  <div class="flash" style="margin-bottom:12px">永期与期期 Tab 均已隐藏:请在 env「期权/对冲模式」切换交易模式;进行中/历史仍可查看.</div>
   {% endif %}
 
   <div class="card hp-head-card">
@@ -26,10 +27,10 @@
       <button type="button" class="btn-secondary" id="hp-refresh" title="刷新永续行情与期权链">刷新行情</button>
     </div>
     <div class="hp-tabs" role="tablist" aria-label="对冲计划分类">
-      {% if hedge_plan_show_perp_options | default(true) %}
+      {% if hedge_plan_show_perp_options %}
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="perp_options">永期对冲</button>
       {% endif %}
-      {% if hedge_plan_show_options_options | default(true) %}
+      {% if hedge_plan_show_options_options %}
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="options_options">期期对冲</button>
       {% endif %}
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="active">进行中的计划</button>
@@ -43,13 +44,19 @@
   <div id="hp-tab-perp_options" class="hp-tab-panel" role="tabpanel">
     <div class="options-dual-grid" id="hp-po-layout">
       <div class="card hp-po-perp-card">
-        <h2>永续 · <span id="hp-perp-uly-label">ETH</span> <span class="muted hp-acct-tag" id="hp-perp-acct-tag">合约账户</span></h2>
+        <h2>
+          <span id="hp-po-mode-badge" class="hp-po-mode-badge">以期权为主</span>
+          <span id="hp-po-card-title">执行参数</span>
+          · <span id="hp-perp-uly-label">ETH</span>
+          <span class="muted hp-acct-tag" id="hp-perp-acct-tag">合约账户</span>
+        </h2>
         <details class="tip-collapse hp-rule-collapse">
           <summary class="tip-collapse-summary">规则说明</summary>
           <div class="tip-collapse-body rule-tip">
-            <p><strong>账户</strong>：永续腿走<strong>合约账户</strong>(USDT);保险期权走<strong>期权账户</strong>(USDC)。两账户分开下单、资金不互通。</p>
-            <p><strong>下单</strong>：先「计算」再「启动」。启动瞬间会再拉卖一并以 IOC 等完全成交;半腿失败可补开或「结束计划」(不平仓)。永期开仓需全仓计仓 + 对冲实盘门禁。</p>
-            <p><strong>板块</strong>：左填永续开仓/止盈止损与张数;右选保险腿(做多配 Put、做空配 Call)。止盈后保险腿默认可持有;止损会联动平期权。</p>
+            <p><strong>账户</strong>：永续腿走<strong>合约账户</strong>(USDT);期权腿走<strong>期权账户</strong>(USDC)。两账户分开下单、资金不互通。</p>
+            <p><strong>模式</strong>：在 env <code>HEDGE_PLAN_OPTION_PRIMARY</code> 切换(true=以期权为主 / false=保险模式);标题前标识当前模式。</p>
+            <p><strong>保险模式</strong>：做多配 Put、做空配 Call;左填开仓/止盈止损;仅实值/平值;交易所 TP/SL 出场。</p>
+            <p><strong>以期权为主</strong>：填参后点「策略启动」进入<strong>盯盘</strong>(非现场开仓);杠杆/间隔达标后自动先开期权再市价永续。右侧列表仅展示达标候选。</p>
           </div>
         </details>
         <div class="form-row hp-uly-row">
@@ -58,13 +65,11 @@
         </div>
         <div class="hp-po-top">
           <div class="hp-oo-seg hp-po-dir-seg" role="group" aria-label="方向">
-            <button type="button" class="btn-secondary hp-po-dir is-selected" data-dir="long" title="做多永续"><span class="hp-oo-check" aria-hidden="true">✓</span>做多</button>
-            <button type="button" class="btn-secondary hp-po-dir" data-dir="short" title="做空永续"><span class="hp-oo-check" aria-hidden="true">✓</span>做空</button>
+            <button type="button" class="btn-secondary hp-po-dir is-selected" data-dir="long" title="做多=买Call+永续空"><span class="hp-oo-check" aria-hidden="true">✓</span>做多</button>
+            <button type="button" class="btn-secondary hp-po-dir" data-dir="short" title="做空=买Put+永续多"><span class="hp-oo-check" aria-hidden="true">✓</span>做空</button>
           </div>
-          <span id="hp-po-mark" class="hp-po-mark" aria-live="polite">标记 —</span>
         </div>
-        <p id="hp-perp-quote" class="muted hp-po-meta">加载中…</p>
-        <div class="hp-po-fields">
+        <div class="hp-po-fields hidden" id="hp-po-fields-insurance" hidden>
           <label class="hp-po-field">
             <span class="hp-po-field-lab">开仓价 <em>USDT</em></span>
             <input type="number" step="any" id="hp-entry" placeholder="入场价" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
@@ -82,45 +87,118 @@
             <input type="number" step="any" id="hp-sl" placeholder="保护价" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
           </label>
         </div>
+        <div id="hp-po-fields-option-primary">
+          <section class="hp-po-section" aria-labelledby="hp-po-sec-capital">
+            <h3 id="hp-po-sec-capital" class="hp-po-section-title">资金与杠杆配置</h3>
+            <div class="hp-po-fields hp-po-fields--section hp-po-fields--capital">
+              <label class="hp-po-field">
+                <span class="hp-po-field-lab">权利金 <em>USDC</em></span>
+                <input type="number" step="any" id="hp-premium-budget" placeholder="预算(执行×0.95)" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+              </label>
+              <label class="hp-po-field">
+                <span class="hp-po-field-lab">永续杠杆</span>
+                <input type="number" step="1" id="hp-perp-leverage" value="100" autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+              </label>
+              <label class="hp-po-field">
+                <span class="hp-po-field-lab">期权杠杆 <em>启动校验</em></span>
+                <input type="number" step="1" id="hp-opt-leverage" value="100" autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+              </label>
+            </div>
+          </section>
+          <section class="hp-po-section" aria-labelledby="hp-po-sec-select">
+            <h3 id="hp-po-sec-select" class="hp-po-section-title">选约条件</h3>
+            <div class="hp-po-fields hp-po-fields--section hp-po-fields--select">
+              <label class="hp-po-field">
+                <span class="hp-po-field-lab">到期时间 <em>最短h</em></span>
+                <input type="number" step="1" id="hp-min-hours" value="36" autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+              </label>
+              <label class="hp-po-field">
+                <span class="hp-po-field-lab">期权间隔 <em>点</em></span>
+                <input type="number" step="any" id="hp-strike-interval" value="15" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+              </label>
+              <label class="hp-po-field hp-po-field--type">
+                <span class="hp-po-field-lab">类型</span>
+                <select id="hp-money-select" aria-label="虚实值类型">
+                  <option value="otm" selected>虚值</option>
+                  <option value="itm">实值/平值</option>
+                  <option value="atm">仅平值</option>
+                </select>
+              </label>
+              <label class="hp-po-field">
+                <span class="hp-po-field-lab">比例 <em>期权:永续</em></span>
+                <input type="number" step="any" id="hp-opt-perp-ratio" value="2" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+              </label>
+            </div>
+          </section>
+          <section class="hp-po-section" aria-labelledby="hp-po-sec-exit">
+            <h3 id="hp-po-sec-exit" class="hp-po-section-title">出场条件</h3>
+            <div class="hp-po-fields hp-po-fields--section">
+              <label class="hp-po-field">
+                <span class="hp-po-field-lab">期权目标位 <em>相对K</em></span>
+                <input type="number" step="any" id="hp-opt-target-pts" placeholder="点数" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+              </label>
+              <label class="hp-po-field">
+                <span class="hp-po-field-lab">永续目标位 <em>相对K</em></span>
+                <input type="number" step="any" id="hp-perp-target-pts" placeholder="点数" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+              </label>
+            </div>
+          </section>
+        </div>
         <div class="hp-po-summary">
           <div id="hp-perp-pnl-line" class="hp-po-pnl"></div>
           <div id="hp-sizing-line" class="muted hp-po-sizing"></div>
         </div>
       </div>
-      <div class="card hp-opt-card">
-        <h2>期权 · <span id="hp-opt-type-label">Put</span> <span class="muted hp-acct-tag" id="hp-opt-acct-tag">期权账户</span></h2>
-        <div class="form-row hp-opt-toolbar hp-po-opt-toolbar">
-          <select id="hp-exp-select"><option value="">选择到期日</option></select>
-          <button type="button" class="btn-secondary hp-money-btn active" data-money="all">全部</button>
-          <button type="button" class="btn-secondary hp-money-btn" data-money="itm">实值</button>
-          <button type="button" class="btn-secondary hp-money-btn" data-money="otm">虚值</button>
-          <button type="button" class="btn-secondary" id="hp-load-chain">刷新链</button>
-          <span id="hp-index-line" class="hp-po-index" aria-live="polite">指数 —</span>
+      <div class="card hp-po-right-card">
+        <div class="hp-po-right-stack">
+          <div class="hp-po-inner-card hp-po-perp-quote-card">
+            <h2>永续行情 <span class="muted hp-acct-tag">合约账户</span></h2>
+            <div class="hp-po-quote-head">
+              <span id="hp-po-mark" class="hp-po-mark" aria-live="polite">标记 —</span>
+            </div>
+            <p id="hp-perp-quote" class="muted hp-po-meta">加载中…</p>
+            <p id="hp-po-perp-quote-right" class="muted hp-po-meta" hidden></p>
+          </div>
+          <div class="hp-po-inner-card hp-opt-card">
+            <h2>期权 · <span id="hp-opt-type-label">Call</span> <span class="muted hp-acct-tag" id="hp-opt-acct-tag">期权账户</span></h2>
+            <div class="form-row hp-opt-toolbar hp-po-opt-toolbar">
+              <select id="hp-exp-select"><option value="">选择到期日</option></select>
+              <span class="hp-po-ins-money" id="hp-po-ins-money" hidden>
+                <button type="button" class="btn-secondary hp-money-btn active" data-money="itm" title="实值+平值">实值/平值</button>
+                <button type="button" class="btn-secondary hp-money-btn" data-money="atm" title="仅平值">仅平值</button>
+              </span>
+              <button type="button" class="btn-secondary" id="hp-recommend-opt" title="按当前类型自动匹配最近合约">自动匹配</button>
+              <button type="button" class="btn-secondary" id="hp-load-chain">刷新链</button>
+              <span id="hp-index-line" class="hp-po-index" aria-live="polite">指数 —</span>
+            </div>
+            <div class="options-strike-table-wrap hp-strike-table-wrap--6">
+              <table class="options-strike-table" id="hp-strike-table">
+                <thead>
+                  <tr>
+                    <th>行权价</th>
+                    <th>实虚值</th>
+                    <th title="指数÷卖一">杠杆</th>
+                    <th>卖一/张</th>
+                    <th>买一/张</th>
+                    <th>操作</th>
+                  </tr>
+                </thead>
+                <tbody id="hp-strike-tbody">
+                  <tr><td colspan="6" class="muted">请刷新期权链</td></tr>
+                </tbody>
+              </table>
+            </div>
+            <div class="form-row hp-pick-row">
+              <label>已选 <code id="hp-sel-inst">—</code></label>
+              <label>张数 <span class="hp-unit">期权张</span> <input type="number" step="1" min="1" id="hp-sheets" value="1" autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>
+              <span class="muted" id="hp-premium-line"></span>
+            </div>
+            <div id="hp-opt-bal-line" class="muted hp-po-meta hp-opt-bal-line"></div>
+          </div>
         </div>
-        <div class="options-strike-table-wrap hp-strike-table-wrap--5">
-          <table class="options-strike-table" id="hp-strike-table">
-            <thead>
-              <tr>
-                <th>行权价</th>
-                <th>实虚值</th>
-                <th>卖一/张</th>
-                <th>买一/张</th>
-                <th>操作</th>
-              </tr>
-            </thead>
-            <tbody id="hp-strike-tbody">
-              <tr><td colspan="5" class="muted">请刷新期权链</td></tr>
-            </tbody>
-          </table>
-        </div>
-        <div class="form-row hp-pick-row">
-          <label>已选 <code id="hp-sel-inst">—</code></label>
-          <label>张数 <span class="hp-unit">期权张</span> <input type="number" step="1" min="1" id="hp-sheets" value="1" autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>
-          <span class="muted" id="hp-premium-line"></span>
-        </div>
-        <div id="hp-opt-bal-line" class="muted hp-po-meta hp-opt-bal-line"></div>
-        <div class="form-row hp-action-row">
-          <button type="button" class="primary" id="hp-preview-btn">计算</button>
+        <div class="form-row hp-action-row hp-po-action-row">
+          <span id="hp-po-strategy-status" class="hp-po-strategy-status" aria-live="polite"></span>
+          <button type="button" class="primary" id="hp-preview-btn" title="以期权为主=盯盘启动">策略启动</button>
         </div>
       </div>
     </div>
@@ -135,7 +213,7 @@
           <div class="tip-collapse-body rule-tip">
             <p><strong>账户</strong>：两腿都在<strong>期权账户</strong>。可用预算 = min(交易 USDC × 对冲缓冲 <strong id="hp-oo-buf-ratio">{{ '%.2f'|format(hedge_plan_budget_buffer|default(0.95)|float) }}</strong>, 单笔预算);可在 env「对冲预算缓冲比例」改。</p>
             <p><strong>下单</strong>：选 Call + Put 后「计算」再「启动」。启动会再拉卖一并按最新价重算张数,IOC 完全成交才算成功;资金不足可在右侧划转。</p>
-            <p><strong>板块</strong>：左填上破/下破与张数模式(同张数/做多/做空);右 T 型选腿。「全平」= 盈利腿平后清另一腿;「到期平」= 另一腿持有至到期。</p>
+            <p><strong>板块</strong>：左填<strong>盈亏比</strong>(相对权利金,默认 2=盈利 2 倍权利金)与张数模式(同张数/做多/做空);右 T 型选腿。<strong>两腿仅允许平值或虚值</strong>(禁实值)。中途浮盈达盈亏比→两腿全平;不达标→等到期。「全平/到期平」仅兼容旧上破下破计划残腿处理。</p>
           </div>
         </details>
         <div class="form-row hp-uly-row">
@@ -143,8 +221,7 @@
           <button type="button" class="btn-secondary hp-uly-btn-oo" data-uly="BTC">BTC</button>
         </div>
         <div class="form-row hp-target-row hp-oo-target-row">
-          <label>上破目标 <input type="number" step="any" id="hp-target-up" placeholder="向上突破" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>
-          <label>下破目标 <input type="number" step="any" id="hp-target-down" placeholder="向下突破" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>
+          <label title="目标盈利 = 盈亏比 × 两腿权利金合计;例 2=赚满 2 倍权利金后全平">盈亏比 <input type="number" step="0.1" min="0.1" id="hp-oo-rr" value="2" placeholder="默认2" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>
           <span id="hp-oo-index" class="hp-oo-index" aria-live="polite">指数 —</span>
         </div>
         <div class="hp-oo-controls">
@@ -185,24 +262,30 @@
         <h2>期权 T 型报价</h2>
         <div class="form-row">
           <select id="hp-oo-exp-select"><option value="">选择到期日</option></select>
+          <button type="button" class="btn-secondary hp-oo-money-btn is-selected active" data-oo-money="atm_otm" title="平值+虚值" aria-pressed="true"><span class="hp-oo-check" aria-hidden="true">✓</span>平/虚</button>
+          <button type="button" class="btn-secondary hp-oo-money-btn" data-oo-money="atm" title="仅平值" aria-pressed="false"><span class="hp-oo-check" aria-hidden="true">✓</span>仅平值</button>
+          <button type="button" class="btn-secondary hp-oo-money-btn" data-oo-money="otm" title="仅虚值" aria-pressed="false"><span class="hp-oo-check" aria-hidden="true">✓</span>仅虚值</button>
+          <button type="button" class="btn-secondary hp-oo-recommend-btn" id="hp-oo-recommend-atm" data-oo-rec="atm_straddle" title="最近平值 Call+Put" aria-pressed="false"><span class="hp-oo-check" aria-hidden="true">✓</span>推荐跨式</button>
+          <button type="button" class="btn-secondary hp-oo-recommend-btn" id="hp-oo-recommend-otm" data-oo-rec="double_otm" title="最近虚值 Call+Put" aria-pressed="false"><span class="hp-oo-check" aria-hidden="true">✓</span>推荐双虚</button>
           <button type="button" class="btn-secondary" id="hp-oo-load-chain">刷新链</button>
+          <button type="button" class="btn-secondary hp-oo-expand-btn" id="hp-oo-expand-all" title="展开该到期全部平值/虚值行权价;若当前为「仅平值」会自动切到「平/虚」" aria-pressed="false"><span class="hp-oo-check" aria-hidden="true">✓</span>显示全部</button>
         </div>
-        <div class="options-strike-table-wrap options-strike-table-wrap--t">
+        <div class="options-strike-table-wrap hp-oo-table-wrap" id="hp-oo-table-wrap">
           <table class="options-strike-table options-strike-table--t" id="hp-oo-table">
             <thead>
               <tr>
-                <th colspan="3" class="opt-t-head-call">Call</th>
+                <th colspan="4" class="opt-t-head-call">Call</th>
                 <th class="opt-t-head-mid">行权</th>
-                <th colspan="3" class="opt-t-head-put">Put</th>
+                <th colspan="4" class="opt-t-head-put">Put</th>
               </tr>
               <tr>
-                <th>卖一/张</th><th>实虚值</th><th>选用</th>
+                <th>卖一/张</th><th title="行权价÷卖一">杠杆</th><th>实虚值</th><th>选用</th>
                 <th>K</th>
-                <th>实虚值</th><th>卖一/张</th><th>选用</th>
+                <th>实虚值</th><th>卖一/张</th><th title="行权价÷卖一">杠杆</th><th>选用</th>
               </tr>
             </thead>
             <tbody id="hp-oo-tbody">
-              <tr><td colspan="7" class="muted">请刷新期权链</td></tr>
+              <tr><td colspan="9" class="muted">请刷新期权链</td></tr>
             </tbody>
           </table>
         </div>
@@ -322,4 +405,4 @@
     </div>
   </div>
 </div>
-<script src="/static/hedge_plan.js?v=33"></script>
+<script src="/static/hedge_plan.js?v=47"></script>

lib/hub/hub_bridge.py

@@ -76,6 +76,7 @@ def install_instance_theme_static(app) -> None:
         "instance_live.js": "application/javascript; charset=utf-8",
         "instance_settings_prefs.js": "application/javascript; charset=utf-8",
         "instance_dashboard.js": "application/javascript; charset=utf-8",
+        "account_ledger.js": "application/javascript; charset=utf-8",
         "options_expiry_countdown.js": "application/javascript; charset=utf-8",
         "options_panel.js": "application/javascript; charset=utf-8",
         "order_entry_model.js": "application/javascript; charset=utf-8",

lib/hub/hub_fund_history_lib.py

@@ -8,7 +8,7 @@ from pathlib import Path
 from typing import Any, Optional
 
 from lib.hub.hub_trades_lib import current_trading_day
-from lib.hub.hub_options_funds_lib import merge_board_row_balances
+from lib.hub.hub_options_funds_lib import merge_board_row_balances, repair_double_counted_fund_entry
 
 from lib.paths import manual_trading_hub_dir
 
@@ -275,7 +275,7 @@ def _series_from_history(
         total = 0.0
         n = 0
         for key in account_keys:
-            ac = ac_map.get(key) or {}
+            ac = repair_double_counted_fund_entry(ac_map.get(key) or {})
             t = account_total_usdt(ac.get("funding_usdt"), ac.get("trading_usdt"))
             if t is None:
                 t = _safe_float(ac.get("total_usdt"))
@@ -291,7 +291,8 @@ def _series_from_history(
 def _account_series(history: dict[str, dict], key: str) -> list[dict[str, Any]]:
     out: list[dict[str, Any]] = []
     for day in sorted(history.keys()):
-        ac = (history.get(day) or {}).get("accounts", {}).get(key) or {}
+        raw = (history.get(day) or {}).get("accounts", {}).get(key) or {}
+        ac = repair_double_counted_fund_entry(raw)
         t = account_total_usdt(ac.get("funding_usdt"), ac.get("trading_usdt"))
         if t is None:
             t = _safe_float(ac.get("total_usdt"))

lib/hub/hub_monitor_totals_lib.py

@@ -7,6 +7,7 @@ from lib.hub.hub_options_funds_lib import (
     options_float_pnl_usdt,
     options_open_position_count as count_options_positions,
 )
+from lib.hub.hub_position_metrics import is_option_like_position
 
 
 def _coerce_float(value: Any) -> float | None:
@@ -27,6 +28,27 @@ def position_unrealized_pnl(pos: dict[str, Any]) -> float:
 
 
 def _open_positions(agent: dict[str, Any] | None) -> list[dict[str, Any]]:
+    if not isinstance(agent, dict):
+        return []
+    positions = agent.get("positions")
+    if not isinstance(positions, list):
+        return []
+    out: list[dict[str, Any]] = []
+    for p in positions:
+        if not isinstance(p, dict):
+            continue
+        if is_option_like_position(p):
+            continue
+        try:
+            c = abs(float(p.get("contracts") or 0))
+        except (TypeError, ValueError):
+            c = 0.0
+        if c > 1e-12:
+            out.append(p)
+    return out
+
+
+def _raw_open_positions(agent: dict[str, Any] | None) -> list[dict[str, Any]]:
     if not isinstance(agent, dict):
         return []
     positions = agent.get("positions")
@@ -79,8 +101,11 @@ def aggregate_monitor_board_totals(
         ag = row.get("agent") if isinstance(row.get("agent"), dict) else {}
         open_pos = _open_positions(ag)
         open_position_count += len(open_pos)
+        raw_pos = _raw_open_positions(ag)
+        contaminated = any(is_option_like_position(p) for p in raw_pos)
         agent_upnl = _coerce_float(ag.get("total_unrealized_pnl"))
-        if agent_upnl is not None:
+        # 子代理若把期权混进永续合计,改按过滤后腿求和;期权浮盈由下方 options 段计入
+        if agent_upnl is not None and not contaminated:
             float_pnl_u += agent_upnl
         else:
             float_pnl_u += sum(position_unrealized_pnl(p) for p in open_pos)

lib/hub/hub_options_funds_lib.py

@@ -36,17 +36,41 @@ def _sum_optional(*values: Any) -> Optional[float]:
 
 
 def options_balances_usdt_equiv(options_snap: dict[str, Any] | None) -> dict[str, Any]:
-    """从期权 snapshot 提取资金户/交易户 USDT 等价余额."""
+    """从期权 snapshot 提取资金户/交易户 USDT 等价余额.
+
+    - funding_usdt / trading_usdt: USDT+USDC(+USDG) 全账户(勿与永续 USDT 再加总)
+    - funding_usdc_equiv / trading_usdc_equiv: 仅非 USDT 稳定币,可安全加到永续 USDT 上
+    """
     snap = options_snap if isinstance(options_snap, dict) else {}
     if snap.get("enabled") is False:
-        return {"ok": False, "funding_usdt": None, "trading_usdt": None}
+        return {
+            "ok": False,
+            "funding_usdt": None,
+            "trading_usdt": None,
+            "funding_usdc_equiv": None,
+            "trading_usdc_equiv": None,
+        }
     if snap.get("ok") is False:
-        return {"ok": False, "funding_usdt": None, "trading_usdt": None}
+        return {
+            "ok": False,
+            "funding_usdt": None,
+            "trading_usdt": None,
+            "funding_usdc_equiv": None,
+            "trading_usdc_equiv": None,
+        }
     bal = snap.get("balances") if isinstance(snap.get("balances"), dict) else snap
-    funding = _sum_optional(bal.get("funding_usdt"), bal.get("funding_usdc"))
-    trading = _sum_optional(bal.get("trading_usdt"), bal.get("trading_usdc"))
+    funding_usdc_equiv = _sum_optional(bal.get("funding_usdc"), bal.get("funding_usdg"))
+    trading_usdc_equiv = _sum_optional(bal.get("trading_usdc"), bal.get("trading_usdg"))
+    funding = _sum_optional(bal.get("funding_usdt"), funding_usdc_equiv)
+    trading = _sum_optional(bal.get("trading_usdt"), trading_usdc_equiv)
     ok = funding is not None and trading is not None
-    return {"ok": ok, "funding_usdt": funding, "trading_usdt": trading}
+    return {
+        "ok": ok,
+        "funding_usdt": funding,
+        "trading_usdt": trading,
+        "funding_usdc_equiv": funding_usdc_equiv,
+        "trading_usdc_equiv": trading_usdc_equiv,
+    }
 
 
 def options_float_pnl_usdt(options_snap: dict[str, Any] | None) -> Optional[float]:
@@ -54,11 +78,27 @@ def options_float_pnl_usdt(options_snap: dict[str, Any] | None) -> Optional[floa
     if snap.get("enabled") is False or snap.get("ok") is False:
         return None
     upl = snap.get("upl_total_usdc")
-    if upl is None:
-        return None
+    if upl is not None:
+        try:
+            return round(float(upl), 4)
+        except (TypeError, ValueError):
+            pass
+    # 快照偶发缺合计时,按持仓行回退汇总(与卡片展示一致)
     try:
-        return round(float(upl), 4)
-    except (TypeError, ValueError):
+        from lib.options.options_positions_lib import display_pnl_from_option_row
+
+        total = 0.0
+        found = False
+        for p in snap.get("positions") or []:
+            if not isinstance(p, dict):
+                continue
+            pnl = display_pnl_from_option_row(p)
+            if pnl is None:
+                continue
+            found = True
+            total += float(pnl)
+        return round(total, 4) if found else None
+    except Exception:
         return None
 
 
@@ -80,19 +120,45 @@ def merge_perp_options_balances(
     perpetual_trading_usdt: Any,
     options_snap: dict[str, Any] | None,
 ) -> dict[str, Any]:
-    """永续 + 期权余额合并为中控 USDT 统计口径."""
+    """永续 USDT + 期权非 USDT 稳定币合并为中控总资金(避免 OKX 同账户 USDT 双计).
+
+    与实例顶栏 total_funds_usdt(..., options_usdc, None, None) 口径一致:
+    期权 snapshot 里的 USDT 与永续资金/交易户是同一钱包,只把 USDC/USDG 加上.
+    """
     opt = options_balances_usdt_equiv(options_snap)
-    funding = _sum_optional(perpetual_funding_usdt, opt.get("funding_usdt"))
-    trading = _sum_optional(perpetual_trading_usdt, opt.get("trading_usdt"))
+    # 展示用期权户:优先非 USDT 稳定币;若仅有 USDT 则仍给出全量以便辨识
+    opt_fund_disp = opt.get("funding_usdc_equiv")
+    opt_trade_disp = opt.get("trading_usdc_equiv")
+    if opt_fund_disp is None and opt_trade_disp is None and opt.get("ok"):
+        opt_fund_disp = opt.get("funding_usdt")
+        opt_trade_disp = opt.get("trading_usdt")
+
+    if opt.get("ok"):
+        if perpetual_funding_usdt is None and perpetual_trading_usdt is None:
+            # 永续账户未取到时,期权 snapshot 已含同账户 USDT+USDC,直接用全量
+            funding = opt.get("funding_usdt")
+            trading = opt.get("trading_usdt")
+        else:
+            funding = _sum_optional(perpetual_funding_usdt, opt.get("funding_usdc_equiv"))
+            trading = _sum_optional(perpetual_trading_usdt, opt.get("trading_usdc_equiv"))
+    else:
+        funding = _safe_float(perpetual_funding_usdt)
+        trading = _safe_float(perpetual_trading_usdt)
+
     total = _account_total_usdt(funding, trading)
+    # 任一侧齐全即可展示;永续缺一侧但有期权 USDC 时仍尽量给出合计
+    if total is None:
+        total = _sum_optional(funding, trading)
     perp_total = _account_total_usdt(perpetual_funding_usdt, perpetual_trading_usdt)
     opt_total = _account_total_usdt(opt.get("funding_usdt"), opt.get("trading_usdt"))
     data_ok = total is not None
     return {
         "perpetual_funding_usdt": _safe_float(perpetual_funding_usdt),
         "perpetual_trading_usdt": _safe_float(perpetual_trading_usdt),
-        "options_funding_usdt": opt.get("funding_usdt"),
-        "options_trading_usdt": opt.get("trading_usdt"),
+        "options_funding_usdt": opt_fund_disp,
+        "options_trading_usdt": opt_trade_disp,
+        "options_funding_full_usdt": opt.get("funding_usdt"),
+        "options_trading_full_usdt": opt.get("trading_usdt"),
         "options_ok": bool(opt.get("ok")),
         "funding_usdt": funding,
         "trading_usdt": trading,
@@ -103,6 +169,33 @@ def merge_perp_options_balances(
     }
 
 
+def repair_double_counted_fund_entry(ac: dict[str, Any]) -> dict[str, Any]:
+    """识别并修复历史快照中「永续 USDT + 期权(USDT+USDC)」的双计.
+
+    旧口径 options_* 存的是 USDT+USDC 全量,且 funding≈2×期权资金户 USDT 部分.
+    新口径 options_* 多为纯 USDC,不会误伤.
+    """
+    if not isinstance(ac, dict):
+        return {}
+    out = dict(ac)
+    ofu = _safe_float(ac.get("options_funding_usdt"))
+    otu = _safe_float(ac.get("options_trading_usdt"))
+    fu = _safe_float(ac.get("funding_usdt"))
+    tu = _safe_float(ac.get("trading_usdt"))
+    if ofu is None or otu is None or fu is None or tu is None:
+        return out
+    if ofu < 1.0:
+        return out
+    ratio = fu / ofu if ofu > 0 else 0.0
+    # 经典双计:合并资金户 ≈ 2 × 期权资金户(同钱包 USDT 加了两遍)
+    if 1.8 <= ratio <= 2.25:
+        out["funding_usdt"] = ofu
+        out["trading_usdt"] = otu
+        out["total_usdt"] = round(ofu + otu, 4)
+        out["repaired_double_count"] = True
+    return out
+
+
 def merge_board_row_balances(row: dict[str, Any]) -> dict[str, Any]:
     """监控板行 → 含期权的资金统计."""
     caps = row.get("capabilities") or []

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:
-    """净利 = move − premium − fee(move) = target → 解 move.
+def _move_for_perp_correct(
+    *,
+    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
-    move*(1-fee_rate) = target + premium + 2*spot*fee_rate
+    fee = (2*spot + move) * qty * 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).
-    期权币数 = PERP_COINS * (ratio_opt / ratio_perp),例 1:2 → 2 币.
+    永续币数 = ratio_perp, 期权币数 = ratio_opt(按绝对币数,不再归一到 1 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)
-    net_a = move_a * PERP_COINS - premium_total - fee_a
+    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
 
     # 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/hub/hub_position_metrics.py

@@ -2,6 +2,7 @@
 from __future__ import annotations
 
 import math
+import re
 from typing import Any, Callable
 
 
@@ -23,6 +24,45 @@ def _coerce_float(*values: Any) -> float | None:
     return None
 
 
+# OKX ccxt: ETH/USD:USD-260806-1875-C ; instId: ETH-USD-260806-1875-C
+_OPTION_SYM_RE = re.compile(
+    r"(?:^|[/:])[A-Z0-9]+(?:-USD)?(?::USD)?-\d{6}-\d+-(?:C|P|CALL|PUT)$",
+    re.IGNORECASE,
+)
+
+
+def is_option_like_position(pos: dict[str, Any] | None) -> bool:
+    """识别期权仓(子代理/中控浮盈合计须排除,避免按永续线性公式误算)."""
+    if not isinstance(pos, dict):
+        return False
+    info = pos.get("info") if isinstance(pos.get("info"), dict) else {}
+    inst_type = str(
+        info.get("instType")
+        or info.get("inst_type")
+        or pos.get("type")
+        or ""
+    ).upper()
+    if inst_type in ("OPTION", "OPT"):
+        return True
+    sym = str(
+        pos.get("symbol")
+        or info.get("instId")
+        or info.get("instrument_name")
+        or info.get("contract")
+        or ""
+    ).strip()
+    if not sym:
+        return False
+    if _OPTION_SYM_RE.search(sym.replace(" ", "")):
+        return True
+    su = sym.upper()
+    if su.endswith("-C") or su.endswith("-P") or su.endswith("-CALL") or su.endswith("-PUT"):
+        # 永续多为 BTC/USDT:USDT;期权常带到期日段
+        if re.search(r"-\d{6}-\d+-(?:C|P|CALL|PUT)$", su):
+            return True
+    return False
+
+
 CONTRACTS_QTY_DECIMALS = 2
 
 

lib/instance/instance_dashboard_lib.py

@@ -123,31 +123,41 @@ def _resolve_options_source(conn, inst_id: str) -> tuple[str, str, int | None]:
 
 def _format_options_target(p: dict[str, Any]) -> str:
     hedge = p.get("hedge_plan_target") if isinstance(p.get("hedge_plan_target"), dict) else None
-    opt_type = str(p.get("opt_type") or p.get("optType") or "").upper()
     if hedge:
-        ot = str(hedge.get("opt_type") or opt_type).upper()
+        rr = _safe_float(hedge.get("oo_profit_rr") or hedge.get("profit_rr"))
+        pid = hedge.get("plan_id")
+        if rr is not None and rr > 0:
+            return f"对冲#{pid} 盈亏比×{rr:g}" if pid is not None else f"盈亏比×{rr:g}"
+        ot = str(hedge.get("opt_type") or p.get("opt_type") or p.get("optType") or "").upper()
         side = "Put ≤" if ot == "P" else "Call ≥"
         tgt = _safe_float(hedge.get("target_index"))
-        pid = hedge.get("plan_id")
         if tgt is not None:
             return f"对冲#{pid} {side} {tgt:g}" if pid is not None else f"{side} {tgt:g}"
+    mon = p.get("target_monitor") if isinstance(p.get("target_monitor"), dict) else None
+    rr = _safe_float(p.get("profit_rr"))
+    if rr is None and mon:
+        rr = _safe_float(mon.get("profit_rr"))
+    if rr is not None and rr > 0:
+        return f"盈亏比×{rr:g}"
     tgt = _safe_float(p.get("target_index"))
+    if tgt is None and mon:
+        tgt = _safe_float(mon.get("target_index"))
     if tgt is not None and tgt > 0:
+        opt_type = str(p.get("opt_type") or p.get("optType") or "").upper()
         side = "Put ≤" if opt_type == "P" else "Call ≥"
         return f"{side} {tgt:g}"
     return "—"
 
-
 def _format_options_item(p: dict[str, Any], *, conn=None) -> dict[str, Any]:
     inst = str(p.get("inst_id") or p.get("instId") or "-").strip() or "-"
     opt_type = str(p.get("opt_type") or p.get("optType") or "").upper()
     label = "Call" if opt_type == "C" else "Put" if opt_type == "P" else (opt_type or "OPT")
-    # 看板期权列固定用净盈亏(买一回收−权利金);残档买一则空.
+    # 看板期权列:优先买一净盈亏,残档回退交易所 upl
     pnl = None
     try:
-        from lib.options.options_positions_lib import net_pnl_from_display_row
+        from lib.options.options_positions_lib import display_pnl_from_option_row
 
-        pnl = net_pnl_from_display_row(p)
+        pnl = display_pnl_from_option_row(p)
     except Exception:
         pnl = None
     pos = _safe_float(p.get("pos"))
@@ -358,34 +368,115 @@ def collect_options_items(
     return out
 
 
+def _swap_symbol_candidates(row: dict[str, Any]) -> list[str]:
+    """优先永续 symbol(含 settle),避免用现货 BTC/USDT 查到 contractSize=1."""
+    raw: list[str] = []
+    for key in ("symbol", "exchange_symbol", "price_symbol"):
+        s = str(row.get(key) or "").strip()
+        if s and s not in raw:
+            raw.append(s)
+    swapish: list[str] = []
+    others: list[str] = []
+    for s in raw:
+        if ":" in s:
+            swapish.append(s)
+            continue
+        others.append(s)
+        if "/" in s:
+            base, quote = s.split("/", 1)
+            q = quote.split(":")[0].strip()
+            if base and q:
+                swapish.append(f"{base}/{q}:{q}")
+    out: list[str] = []
+    for s in swapish + others:
+        if s and s not in out:
+            out.append(s)
+    return out
+
+
+def _resolve_contract_size(
+    row_or_sym: Any,
+    *,
+    get_contract_size: Optional[Callable[[str], Any]] = None,
+) -> float:
+    if not callable(get_contract_size):
+        return 1.0
+    if isinstance(row_or_sym, dict):
+        candidates = _swap_symbol_candidates(row_or_sym)
+    else:
+        sym = str(row_or_sym or "").strip()
+        candidates = _swap_symbol_candidates({"symbol": sym}) if sym else []
+    for sym in candidates:
+        try:
+            cs = float(get_contract_size(sym) or 0)
+            if cs > 0:
+                return cs
+        except Exception:
+            continue
+    return 1.0
+
+
+def _fill_order_pnl_fields(row: dict[str, Any], *, mark: Optional[float], contract_size: float) -> None:
+    """按线性 U 本位补看板「盈利金额 / 浮盈」."""
+    direction = str(row.get("direction") or "long").lower()
+    entry = _safe_float(row.get("entry"))
+    contracts = _safe_float(row.get("contracts"))
+    tp = _safe_float(row.get("take_profit"))
+    if entry is None or contracts is None or contracts <= 0:
+        return
+    cs = float(contract_size) if contract_size and contract_size > 0 else 1.0
+    if mark is not None:
+        try:
+            from lib.hub.hub_position_metrics import estimate_linear_swap_upnl_usdt
+
+            upnl = estimate_linear_swap_upnl_usdt(direction, entry, mark, contracts, cs)
+            if upnl is not None:
+                row["float_pnl"] = upnl
+        except Exception:
+            pass
+    if tp is not None and tp > 0:
+        try:
+            from lib.strategy.strategy_trend_lib import calc_tp_profit_usdt
+
+            profit = calc_tp_profit_usdt(direction, entry, tp, contracts, cs)
+            if profit is not None:
+                row["tp_profit"] = round(float(profit), 2)
+        except Exception:
+            pass
+
+
 def enrich_order_items_with_marks(
     items: list[dict[str, Any]],
     *,
     get_price: Optional[Callable[[str], Any]] = None,
+    get_contract_size: Optional[Callable[[str], Any]] = None,
 ) -> list[dict[str, Any]]:
-    """后台聚合时补标记价(不打全量 fetch_positions;浮盈仍由实盘页口径负责)."""
-    if not items or not callable(get_price):
+    """后台聚合时补标记价,并按张数×合约面值估算盈利金额/浮盈."""
+    if not items:
+        return items
+    if not callable(get_price) and not callable(get_contract_size):
         return items
     out: list[dict[str, Any]] = []
     for it in items:
         row = dict(it)
-        sym = str(row.get("price_symbol") or row.get("symbol") or "").strip()
-        if not sym:
-            out.append(row)
-            continue
-        try:
-            px = get_price(sym)
-        except Exception:
-            px = None
-        mark = _safe_float(px)
-        if mark is None and ":" in sym:
-            try:
-                px = get_price(sym.split(":", 1)[0])
-            except Exception:
-                px = None
-            mark = _safe_float(px)
-        if mark is not None:
-            row["mark_price"] = mark
+        # 标记价:先试 price_symbol,再试永续候选
+        mark = _safe_float(row.get("mark_price"))
+        if callable(get_price):
+            ordered: list[str] = []
+            for s in [str(row.get("price_symbol") or "").strip()] + _swap_symbol_candidates(row):
+                if s and s not in ordered:
+                    ordered.append(s)
+            for sym in ordered:
+                try:
+                    px = get_price(sym)
+                except Exception:
+                    px = None
+                mark = _safe_float(px)
+                if mark is not None:
+                    row["mark_price"] = mark
+                    break
+        cs = _resolve_contract_size(row, get_contract_size=get_contract_size)
+        _fill_order_pnl_fields(row, mark=mark, contract_size=cs)
         out.append(row)
     return out
 
@@ -402,7 +493,8 @@ def build_instance_dashboard_payload(
     rolls = collect_rolls(conn)
     strategy_items = trends + rolls
     options_items = collect_options_items(fetch_options_positions, conn=conn)
-    hedge_items = collect_hedge_plans(conn) if hedge_enabled else []
+    hedge_items = collect_hedge_plans(conn)  # 始终展示进行中计划,与当前交易模式无关
+    # hedge_enabled 仅影响「新建」入口,不隐藏已有仓
     now = datetime.now(timezone.utc).astimezone().strftime("%Y-%m-%d %H:%M:%S")
     return {
         "ok": True,

lib/instance/instance_dashboard_register.py

@@ -12,19 +12,27 @@ def register_instance_dashboard_routes(
     login_required: Callable,
     get_db: Callable,
     fetch_options_positions: Optional[Callable[[], list[dict[str, Any]]]] = None,
-    hedge_enabled: bool = False,
+    hedge_enabled: bool | Callable[[], bool] = False,
     enrich_orders: Optional[Callable[[list[dict[str, Any]]], list[dict[str, Any]]]] = None,
 ) -> None:
     from lib.instance.instance_dashboard_cache import instance_dashboard_store
     from lib.instance.instance_dashboard_lib import build_instance_dashboard_payload
 
+    def _hedge_on() -> bool:
+        if callable(hedge_enabled):
+            try:
+                return bool(hedge_enabled())
+            except Exception:
+                return False
+        return bool(hedge_enabled)
+
     def _build() -> dict[str, Any]:
         conn = get_db()
         try:
             payload = build_instance_dashboard_payload(
                 conn,
                 fetch_options_positions=fetch_options_positions,
-                hedge_enabled=bool(hedge_enabled),
+                hedge_enabled=_hedge_on(),
             )
             if callable(enrich_orders) and payload.get("ok") and isinstance(payload.get("orders"), dict):
                 items = list(payload["orders"].get("items") or [])

lib/instance/instance_display_prefs_lib.py

@@ -9,6 +9,7 @@ DISPLAY_RUNTIME_PREFIX = "display."
 
 DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_nav_dashboard": False,
+    "show_nav_account_ledger": False,
     "show_nav_key_monitor": True,
     "show_nav_trade": True,
     "show_nav_strategy": True,
@@ -30,6 +31,7 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
 
 DISPLAY_LABELS: dict[str, str] = {
     "show_nav_dashboard": "数据看板",
+    "show_nav_account_ledger": "账户流水",
     "show_nav_key_monitor": "关键位监控",
     "show_nav_trade": "实盘下单",
     "show_nav_strategy": "策略交易",
@@ -51,6 +53,7 @@ DISPLAY_LABELS: dict[str, str] = {
 
 NAV_TAB_ALLOWED: dict[str, str] = {
     "dashboard": "show_nav_dashboard",
+    "account_ledger": "show_nav_account_ledger",
     "key_monitor": "show_nav_key_monitor",
     "trade": "show_nav_trade",
     "strategy": "show_nav_strategy",
@@ -116,6 +119,7 @@ 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_account_ledger",
         "show_nav_key_monitor",
         "show_nav_trade",
         "show_nav_strategy",

lib/instance/instance_embed_context_lib.py

@@ -2,6 +2,7 @@
 
 from __future__ import annotations
 
+import os
 from dataclasses import dataclass
 from typing import Any
 
@@ -10,6 +11,20 @@ EMBED_STRATEGY_PAGES = frozenset({"strategy", "strategy_trend", "strategy_roll",
 _WIN_EPS = 1e-9
 
 
+def env_truthy(raw: str | None, default: bool = False) -> bool:
+    if raw is None or str(raw).strip() == "":
+        return default
+    return str(raw).strip().lower() in ("1", "true", "yes", "on")
+
+
+def show_perp_funds_enabled(*, exchange_key: str | None = None) -> bool:
+    """OKX:是否在顶栏显示永续资金账户/交易账户.其他所恒为 True."""
+    ex = (exchange_key or "").strip().lower()
+    if ex and ex != "okx":
+        return True
+    return env_truthy(os.getenv("OKX_SHOW_PERP_FUNDS"), default=True)
+
+
 @dataclass(frozen=True)
 class EmbedRenderPlan:
     exchange_capitals: bool
@@ -89,12 +104,14 @@ def options_funding_label(
     funding_usdc: float | None,
     funding_usdt: float | None = None,
 ) -> str:
-    parts: list[str] = []
-    if funding_usdc is not None and float(funding_usdc) > 0:
-        parts.append(f"{float(funding_usdc):.2f} USDC")
-    if funding_usdt is not None and float(funding_usdt) > 0:
-        parts.append(f"{float(funding_usdt):.2f} USDT")
-    return " · ".join(parts) if parts else "—"
+    """期权侧顶栏仅展示 USDC(USDT 归永续资金/交易账户).funding_usdt 参数保留兼容,忽略."""
+    _ = funding_usdt
+    if funding_usdc is None:
+        return "—"
+    try:
+        return f"{float(funding_usdc):.2f} USDC"
+    except (TypeError, ValueError):
+        return "—"
 
 
 def total_funds_usdt(

lib/instance/instance_embed_lib.py

@@ -7,11 +7,12 @@ 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, ...] = (
     "dashboard",
+    "account_ledger",
     "key_monitor",
     "trade",
     "strategy",
@@ -31,6 +32,7 @@ PATH_TO_EMBED_TAB: dict[str, str] = {
     "/": "trade",
     "/trade": "trade",
     "/dashboard": "dashboard",
+    "/account_ledger": "account_ledger",
     "/key_monitor": "key_monitor",
     "/strategy": "strategy",
     "/strategy/trend": "strategy",
@@ -184,7 +186,10 @@ 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 +203,10 @@ 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/instance_settings_lib.py

@@ -152,30 +152,29 @@ def build_instance_settings_view(
                 "title": "整点强制清仓",
                 "rows": [
                     _row("强制清仓", _on_off(force_close_on)),
-                    _row("执行时刻", f"北京时间 {force_close_hour}:00 起 15 分钟内"),
+                    _row(
+                        "执行时刻",
+                        f"北京时间 {force_close_hour}:00 起 {_env_int('FORCE_CLOSE_GRACE_MINUTES', 5)} 分钟内",
+                    ),
                 ],
             }
         )
 
     if (exchange_key or "").strip().lower() == "okx" and _env_bool("OKX_OPTIONS_ENABLED", False):
-        opt_key = (os.getenv("OKX_OPTIONS_API_KEY") or "").strip()
+        api_key = (os.getenv("OKX_API_KEY") or "").strip()
         sections.append(
             {
                 "title": "期权设置",
                 "rows": [
                     _row("期权模块", "已启用"),
                     _row(
-                        "期权 API",
-                        f"已配置(…{opt_key[-4:]})" if len(opt_key) >= 4 else "未配置",
-                    ),
-                    _row(
-                        "子账户",
-                        (os.getenv("OKX_SUB_ACCOUNT_NAME") or "").strip() or "未配置 OKX_SUB_ACCOUNT_NAME",
-                        "主/子账户划转用",
+                        "账户 API",
+                        f"已配置(…{api_key[-4:]})" if len(api_key) >= 4 else "未配置 OKX_API_*",
+                        "永续与期权共用 OKX_API_*",
                     ),
                     _row(
                         "说明",
-                        "币种兑换与账户划转到右侧「期权设置」卡片操作",
+                        "币种兑换与账户内划转到右侧「期权设置」卡片操作",
                     ),
                 ],
             }
@@ -196,7 +195,6 @@ def build_instance_settings_view(
         "show_transfer": (exchange_key or "").strip().lower() in ("gate", "binance", "okx"),
         "options_settings_enabled": (exchange_key or "").strip().lower() == "okx"
         and _env_bool("OKX_OPTIONS_ENABLED", False),
-        "options_sub_account": (os.getenv("OKX_SUB_ACCOUNT_NAME") or "").strip(),
         "auto_transfer_enabled": auto_transfer_on,
         "auto_transfer_bj_hour": _env_int("AUTO_TRANSFER_BJ_HOUR", 8),
         "auto_transfer_amount": _env_float("AUTO_TRANSFER_AMOUNT", 30),

lib/instance/templates/display_prefs_panel.html

@@ -10,7 +10,7 @@
             <div class="display-prefs-checks">
                 {% for item in group.entries %}
                 <label class="chk-label">
-                    <input type="checkbox" data-pref-key="{{ item.key }}"{% if item.key in ('show_nav_dashboard', 'show_nav_system_guide') %}{% if display.get(item.key) %} checked{% endif %}{% elif display.get(item.key, true) %} checked{% endif %}>
+                    <input type="checkbox" data-pref-key="{{ item.key }}"{% if item.key in ('show_nav_dashboard', 'show_nav_account_ledger', 'show_nav_system_guide') %}{% if display.get(item.key) %} checked{% endif %}{% elif display.get(item.key, true) %} checked{% endif %}>
                     {{ item.label }}
                 </label>
                 {% endfor %}

lib/instance/templates/embed_boot_scripts.html

@@ -741,13 +741,10 @@ function paintExchangeTpslRow(orderId, tpsl){
     const tpText = document.getElementById(`ex-tp-text-${orderId}`);
     const slBtn = document.getElementById(`ex-sl-cancel-${orderId}`);
     const tpBtn = document.getElementById(`ex-tp-cancel-${orderId}`);
-    const intraday = (document.body && document.body.getAttribute("data-intraday-discipline")) === "1";
     if(slText) slText.innerText = formatExTpslLine('sl', data.sl);
     if(tpText) tpText.innerText = formatExTpslLine('tp', data.tp);
-    if(!intraday){
-        if(slBtn) slBtn.disabled = !(data.sl && data.sl.order_id);
-        if(tpBtn) tpBtn.disabled = !(data.tp && data.tp.order_id);
-    }
+    if(slBtn) slBtn.disabled = !(data.sl && data.sl.order_id);
+    if(tpBtn) tpBtn.disabled = !(data.tp && data.tp.order_id);
 }
 function toggleTpslModalMode(){
     const mode = (document.getElementById('tpsl-modal-mode')||{}).value || 'price';
@@ -1140,10 +1137,11 @@ function paintRealtimePnlFromSnapshot(data){
 }
 
 function formatOptionsFundingLabel(usdc, usdt) {
-    const parts = [];
-    if (usdc !== null && usdc !== undefined && Number(usdc) > 0) parts.push(`${Number(usdc).toFixed(2)} USDC`);
-    if (usdt !== null && usdt !== undefined && Number(usdt) > 0) parts.push(`${Number(usdt).toFixed(2)} USDT`);
-    return parts.length ? parts.join(" · ") : "—";
+    // 期权侧顶栏仅 USDC;usdt 参数忽略(USDT 在永续资金/交易账户)
+    if (usdc === null || usdc === undefined || usdc === "") return "—";
+    const n = Number(usdc);
+    if (Number.isNaN(n)) return "—";
+    return `${n.toFixed(2)} USDC`;
 }
 
 function setFundsFieldText(field, text){
@@ -1152,8 +1150,23 @@ function setFundsFieldText(field, text){
         el.innerText = text;
     });
 }
+function applyPerpFundsVisibility(show){
+    const on = show !== false;
+    document.querySelectorAll("[data-perp-funds='1']").forEach((el) => {
+        el.style.display = on ? "" : "none";
+    });
+}
 function accountSnapshotFundingMissing(data){
     if(!data || typeof data !== "object") return true;
+    if(data.show_perp_funds === false){
+        const hasTotal = data.total_funds != null && data.total_funds !== "";
+        const hasOpt =
+            data.options_funding_usdc != null ||
+            data.options_funding_usdt != null ||
+            data.options_trading_usdc != null ||
+            data.options_trading_usdt != null;
+        return !hasTotal && !hasOpt;
+    }
     const hasFunding = data.funding_usdt != null && data.funding_usdt !== "";
     const hasTotal = data.total_funds != null && data.total_funds !== "";
     const hasTrading = data.current_capital != null && data.current_capital !== "";
@@ -1162,6 +1175,9 @@ function accountSnapshotFundingMissing(data){
 let accountSnapshotRetryCount = 0;
 function applyAccountSnapshot(data){
     if(!data || typeof data !== "object") return;
+    if(typeof data.show_perp_funds !== "undefined"){
+        applyPerpFundsVisibility(data.show_perp_funds);
+    }
     if(data.funding_usdt != null && data.funding_usdt !== ""){
         setFundsFieldText("total-capital", `${Number(data.funding_usdt).toFixed(2)}U`);
     }
@@ -1214,11 +1230,15 @@ function applyAccountSnapshot(data){
     if(data.force_close && window.TimeCloseUI && TimeCloseUI.paintForceCloseHeader){
         TimeCloseUI.paintForceCloseHeader(data.force_close);
     }
+    if(window.OpenSubmitGate) OpenSubmitGate.apply(data);
     let canTradeText = "可开仓";
     if(!data.can_trade){
         const parts = [];
+        if(data.open_block_note) parts.push(data.open_block_note);
         if(data.risk_status && data.risk_status.can_trade === false && data.risk_status.reason){
-            parts.push(data.risk_status.reason);
+            if(!data.open_block_note || data.open_block_note.indexOf(data.risk_status.reason) < 0){
+                parts.push(data.risk_status.reason);
+            }
         }
         const ac = Number(data.active_count || 0);
         const max = Number(data.max_active_positions || {{ max_active_positions }});
@@ -1226,9 +1246,8 @@ function applyAccountSnapshot(data){
         const hard = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
         const opens = Number(data.opens_today);
         if(hard > 0 && !Number.isNaN(opens) && opens >= hard) parts.push(`本交易日开仓 ${opens}/${hard} 已达上限`);
-        if(!parts.length) parts.push(`未到北京时间 {{ reset_hour }}:00`);
-        else parts.push(`或未到北京时间 {{ reset_hour }}:00`);
-        canTradeText = `不可开仓(${parts.join(";")})`;
+        if(data.open_guard_blocks_now) parts.push(`未到北京时间 ${data.reset_hour||{{ reset_hour }}}:00`);
+        canTradeText = parts.length ? `不可开仓(${parts.join(";")})` : "不可开仓";
     }
     const opensToday = Number(data.opens_today);
     const hardLim = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
@@ -1279,6 +1298,12 @@ 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 +1314,14 @@ function toggleSltpMode(){
     if(!slEl || !tpEl || !slPctEl || !tpPctEl){ return; }
     const pct = mode === "pct";
     const fixed = mode === "fixed_rr";
-    slEl.style.display = pct ? "none" : "";
-    tpEl.style.display = (pct || fixed) ? "none" : "";
-    if(fixedRrEl) fixedRrEl.style.display = fixed ? "" : "none";
+    setOmFieldVisible(slEl, !pct);
+    setOmFieldVisible(tpEl, !(pct || fixed));
+    setOmFieldVisible(fixedRrEl, fixed);
     slEl.required = !pct;
     tpEl.required = !pct && !fixed;
     if(fixedRrEl) fixedRrEl.required = fixed;
-    slPctEl.style.display = pct ? "" : "none";
-    tpPctEl.style.display = pct ? "" : "none";
+    setOmFieldVisible(slPctEl, pct);
+    setOmFieldVisible(tpPctEl, pct);
     slPctEl.required = pct;
     tpPctEl.required = pct;
     refreshOrderTpPreview();

lib/instance/templates/embed_page_fragment.html

@@ -78,11 +78,49 @@
             <div class="stat-item"><div class="label">期内最大亏损日</div><div class="value">{% if s.worst_day %}{{ s.worst_day }}({{ funds_fmt(s.worst_day_pnl) }}U){% else %}-{% endif %}</div></div>
         </div>
     </details>
+    {% if period_key == 'all' %}
+    <div class="inst-stats-block inst-stats-monthly" style="margin-top:14px">
+        <div class="inst-stats-block-title">按月统计</div>
+        {% if s.monthly_rows %}
+        <div class="inst-stats-month-table-wrap">
+            <table class="inst-stats-month-table">
+                <thead>
+                    <tr>
+                        <th>月份</th>
+                        <th>开单</th>
+                        <th>平仓</th>
+                        <th>胜率</th>
+                        <th>净盈亏</th>
+                        <th>最大回撤</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    {% for m in s.monthly_rows %}
+                    {% set m_net_cls = 'pos-pnl-profit' if m.net_pnl_u > 0 else ('pos-pnl-loss' if m.net_pnl_u < 0 else '') %}
+                    <tr>
+                        <td>{{ m.month_key }}</td>
+                        <td>{{ m.opens_count }}</td>
+                        <td>{{ m.closed_count }}</td>
+                        <td>{% if m.win_rate_pct is not none %}{{ m.win_rate_pct }}%{% else %}—{% endif %}</td>
+                        <td class="{{ m_net_cls }}">{% if m.net_pnl_u > 0 %}+{% endif %}{{ funds_fmt(m.net_pnl_u) }}</td>
+                        <td class="pos-pnl-loss">{{ funds_fmt(m.max_drawdown_u) }}</td>
+                    </tr>
+                    {% endfor %}
+                </tbody>
+            </table>
+        </div>
+        {% else %}
+        <p class="inst-stats-empty" style="margin-top:0">暂无按月平仓数据</p>
+        {% endif %}
+    </div>
+    {% endif %}
 </div>
 {% endmacro %}
 <div class="grid">
         {% if page == 'dashboard' %}
         {% include 'dashboard_panel.html' %}
+        {% elif page == 'account_ledger' %}
+        {% include 'account_ledger_panel.html' %}
         {% elif page == 'key_monitor' %}
         {% include 'key_monitor_panel.html' %}
         {% elif page == 'trade' %}
@@ -97,50 +135,7 @@
                 {% 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 }}">
-                {% 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' %}
+            {% include 'order_monitor_open_form.html' %}
         </div>
         <div class="card">
             <h2 style="margin-bottom:8px">实时持仓</h2>
@@ -182,10 +177,8 @@
                             <span class="pos-side-badge {{ 'pos-side-long' if o.direction == 'long' else 'pos-side-short' }}">{{ '做多' if o.direction == 'long' else '做空' }}</span>
                         </div>
                         <div class="pos-head-actions">
-                            {% if not intraday_discipline %}
                             <button type="button" class="pos-entrust-btn" onclick="openTpslEntrustModal({{ o.id }})">委托</button>
                             <a href="/del_order/{{ o.id }}" class="pos-close-btn" onclick="return confirm('删除会触发手动平仓,继续?')">平仓</a>
-                            {% endif %}
                         </div>
                     </div>
                     <div class="pos-meta">
@@ -245,15 +238,11 @@
                         <div class="pos-ex-orders-title">交易所止盈止损</div>
                         <div class="pos-ex-order-row">
                             <span class="pos-ex-order-main" id="ex-sl-text-{{ o.id }}">止损:加载中…</span>
-                            {% if not intraday_discipline %}
                             <button type="button" class="pos-ex-cancel-btn" id="ex-sl-cancel-{{ o.id }}" disabled onclick="cancelExchangeTpsl({{ o.id }}, 'sl')">撤单</button>
-                            {% endif %}
                         </div>
                         <div class="pos-ex-order-row">
                             <span class="pos-ex-order-main" id="ex-tp-text-{{ o.id }}">止盈:加载中…</span>
-                            {% if not intraday_discipline %}
                             <button type="button" class="pos-ex-cancel-btn" id="ex-tp-cancel-{{ o.id }}" disabled onclick="cancelExchangeTpsl({{ o.id }}, 'tp')">撤单</button>
-                            {% endif %}
                         </div>
                     </div>
                 </div>
@@ -306,6 +295,7 @@
         {% if page == 'records' %}
         {% include 'records_panel.html' %}
         {% endif %}
+</div>
     {% if page == 'env_config' %}
     {% include 'env_config_panel.html' %}
     {% endif %}
@@ -349,13 +339,14 @@
                     <button type="button" class="stats-period-tab active" data-stats-period="day" role="tab" aria-selected="true" onclick="switchStatsPeriod('day')">日统计</button>
                     <button type="button" class="stats-period-tab" data-stats-period="week" role="tab" aria-selected="false" onclick="switchStatsPeriod('week')">周统计</button>
                     <button type="button" class="stats-period-tab" data-stats-period="month" role="tab" aria-selected="false" onclick="switchStatsPeriod('month')">月统计</button>
+                    <button type="button" class="stats-period-tab" data-stats-period="all" role="tab" aria-selected="false" onclick="switchStatsPeriod('all')">全部统计</button>
                 </div>
                 {{ period_stats_pane("day", seg.day) }}
                 {{ period_stats_pane("week", seg.week) }}
                 {{ period_stats_pane("month", seg.month) }}
+                {{ period_stats_pane("all", seg.all) }}
             </div>
             {% endfor %}
         </div>
     </div>
     {% endif %}
-</div>

lib/instance/templates/embed_shell.html

@@ -7,9 +7,10 @@
     <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_theme.css?v=108">
+    <link rel="stylesheet" href="/static/instance_page.css?v=13">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=114">
     <script src="/static/account_risk_badge.js?v=4"></script>
+    <script src="/static/open_submit_gate.js?v=1"></script>
     <meta name="theme-color" content="#0b0d14">
     <title>{{ pwa_app_name }}</title>
 </head>
@@ -31,6 +32,7 @@
     </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="/account_ledger" data-embed-tab="account_ledger" class="{% if initial_tab == 'account_ledger' %}active{% endif %}"{% if not display.show_nav_account_ledger %} style="display:none"{% endif %}>账户流水</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 %}
@@ -110,6 +112,7 @@
         <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>
+            <a href="/account_ledger" data-embed-tab="account_ledger"{% if not display.show_nav_account_ledger %} style="display:none"{% endif %}>账户流水</a>
             {% if display.show_nav_records %}
             <a href="/records" data-embed-tab="records">交易记录</a>
             {% endif %}
@@ -158,17 +161,18 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script src="/static/symbol_live_price.js?v=2"></script>
 <script src="/static/strategy_roll.js?v=6"></script>
 <script src="/static/key_monitor_form.js?v=2"></script>
-<script src="/static/instance_stats.js?v=4"></script>
+<script src="/static/instance_stats.js?v=5"></script>
 {% include 'embed_boot_scripts.html' %}
 <script src="/static/records_review_page.js?v=4"></script>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
 <script src="/static/instance_dashboard.js?v=5"></script>
+<script src="/static/account_ledger.js?v=1"></script>
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </script>
-<script src="/static/instance_settings_prefs.js?v=16"></script>
+<script src="/static/instance_settings_prefs.js?v=19"></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=31"></script>
 <script src="/static/instance_mobile_nav.js?v=2"></script>
 </body>
 </html>

lib/instance/templates/env_config_panel.html

@@ -16,7 +16,11 @@
     </div>
 
     {% if env_config_groups %}
-    <div class="env-config-body card" data-env-ssr="1" id="env-config-body">
+    {% set ns = namespace(mode_idx=0) %}
+    {% for group in env_config_groups %}
+      {% if '期权/对冲模式' in (group.title or '') %}{% set ns.mode_idx = loop.index0 %}{% endif %}
+    {% endfor %}
+    <div class="env-config-body card" data-env-ssr="1" id="env-config-body" data-env-mode-section-idx="{{ ns.mode_idx }}">
         {% for group in env_config_groups %}
         <input type="radio" name="env-section" id="env-sec-{{ loop.index0 }}" class="env-tab-radio"{% if loop.first %} checked{% endif %}>
         {% endfor %}

lib/instance/templates/index.html

@@ -9,6 +9,7 @@
     <link rel="stylesheet" href="/static/instance_theme_early.css?v=4">
     <link rel="stylesheet" href="/static/account_risk_badge.css?v=4">
     <script src="/static/account_risk_badge.js?v=4"></script>
+    <script src="/static/open_submit_gate.js?v=1"></script>
 
     <meta name="theme-color" content="#0b0d14">
     <meta name="apple-mobile-web-app-title" content="{{ pwa_app_name }}">
@@ -17,8 +18,8 @@
     <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_theme.css?v=105">
+    <link rel="stylesheet" href="/static/instance_page.css?v=13">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=114">
 
 </head>
 <body
@@ -110,6 +111,42 @@
             <div class="stat-item"><div class="label">期内最大亏损日</div><div class="value">{% if s.worst_day %}{{ s.worst_day }}({{ funds_fmt(s.worst_day_pnl) }}U){% else %}-{% endif %}</div></div>
         </div>
     </details>
+    {% if period_key == 'all' %}
+    <div class="inst-stats-block inst-stats-monthly" style="margin-top:14px">
+        <div class="inst-stats-block-title">按月统计</div>
+        {% if s.monthly_rows %}
+        <div class="inst-stats-month-table-wrap">
+            <table class="inst-stats-month-table">
+                <thead>
+                    <tr>
+                        <th>月份</th>
+                        <th>开单</th>
+                        <th>平仓</th>
+                        <th>胜率</th>
+                        <th>净盈亏</th>
+                        <th>最大回撤</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    {% for m in s.monthly_rows %}
+                    {% set m_net_cls = 'pos-pnl-profit' if m.net_pnl_u > 0 else ('pos-pnl-loss' if m.net_pnl_u < 0 else '') %}
+                    <tr>
+                        <td>{{ m.month_key }}</td>
+                        <td>{{ m.opens_count }}</td>
+                        <td>{{ m.closed_count }}</td>
+                        <td>{% if m.win_rate_pct is not none %}{{ m.win_rate_pct }}%{% else %}—{% endif %}</td>
+                        <td class="{{ m_net_cls }}">{% if m.net_pnl_u > 0 %}+{% endif %}{{ funds_fmt(m.net_pnl_u) }}</td>
+                        <td class="pos-pnl-loss">{{ funds_fmt(m.max_drawdown_u) }}</td>
+                    </tr>
+                    {% endfor %}
+                </tbody>
+            </table>
+        </div>
+        {% else %}
+        <p class="inst-stats-empty" style="margin-top:0">暂无按月平仓数据</p>
+        {% endif %}
+    </div>
+    {% endif %}
 </div>
 {% endmacro %}
 <div class="container">
@@ -118,6 +155,7 @@
     </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="/account_ledger" data-embed-tab="account_ledger" class="{% if page == 'account_ledger' %}active{% endif %}"{% if not display.show_nav_account_ledger %} style="display:none"{% endif %}>账户流水</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 %}
@@ -160,6 +198,8 @@
     <div class="grid">
         {% if page == 'dashboard' %}
         {% include 'dashboard_panel.html' %}
+        {% elif page == 'account_ledger' %}
+        {% include 'account_ledger_panel.html' %}
         {% elif page == 'key_monitor' %}
         {% include 'key_monitor_panel.html' %}
         {% elif page == 'trade' %}
@@ -174,50 +214,7 @@
                 {% 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 }}">
-                {% 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' %}
+            {% include 'order_monitor_open_form.html' %}
         </div>
         <div class="card">
             <h2 style="margin-bottom:8px">实时持仓</h2>
@@ -259,10 +256,8 @@
                             <span class="pos-side-badge {{ 'pos-side-long' if o.direction == 'long' else 'pos-side-short' }}">{{ '做多' if o.direction == 'long' else '做空' }}</span>
                         </div>
                         <div class="pos-head-actions">
-                            {% if not intraday_discipline %}
                             <button type="button" class="pos-entrust-btn" onclick="openTpslEntrustModal({{ o.id }})">委托</button>
                             <a href="/del_order/{{ o.id }}" class="pos-close-btn" onclick="return confirm('删除会触发手动平仓,继续?')">平仓</a>
-                            {% endif %}
                         </div>
                     </div>
                     <div class="pos-meta">
@@ -322,15 +317,11 @@
                         <div class="pos-ex-orders-title">交易所止盈止损</div>
                         <div class="pos-ex-order-row">
                             <span class="pos-ex-order-main" id="ex-sl-text-{{ o.id }}">止损:加载中…</span>
-                            {% if not intraday_discipline %}
                             <button type="button" class="pos-ex-cancel-btn" id="ex-sl-cancel-{{ o.id }}" disabled onclick="cancelExchangeTpsl({{ o.id }}, 'sl')">撤单</button>
-                            {% endif %}
                         </div>
                         <div class="pos-ex-order-row">
                             <span class="pos-ex-order-main" id="ex-tp-text-{{ o.id }}">止盈:加载中…</span>
-                            {% if not intraday_discipline %}
                             <button type="button" class="pos-ex-cancel-btn" id="ex-tp-cancel-{{ o.id }}" disabled onclick="cancelExchangeTpsl({{ o.id }}, 'tp')">撤单</button>
-                            {% endif %}
                         </div>
                     </div>
                 </div>
@@ -427,10 +418,12 @@
                     <button type="button" class="stats-period-tab active" data-stats-period="day" role="tab" aria-selected="true" onclick="switchStatsPeriod('day')">日统计</button>
                     <button type="button" class="stats-period-tab" data-stats-period="week" role="tab" aria-selected="false" onclick="switchStatsPeriod('week')">周统计</button>
                     <button type="button" class="stats-period-tab" data-stats-period="month" role="tab" aria-selected="false" onclick="switchStatsPeriod('month')">月统计</button>
+                    <button type="button" class="stats-period-tab" data-stats-period="all" role="tab" aria-selected="false" onclick="switchStatsPeriod('all')">全部统计</button>
                 </div>
                 {{ period_stats_pane("day", seg.day) }}
                 {{ period_stats_pane("week", seg.week) }}
                 {{ period_stats_pane("month", seg.month) }}
+                {{ period_stats_pane("all", seg.all) }}
             </div>
             {% endfor %}
         </div>
@@ -472,7 +465,7 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script src="/static/manual_order_rr_preview.js?v=5"></script>
 <script src="/static/symbol_live_price.js?v=2"></script>
 <script src="/static/strategy_roll.js?v=6"></script>
-<script src="/static/instance_stats.js?v=4"></script>
+<script src="/static/instance_stats.js?v=5"></script>
 <script>
 const JOURNAL_ENTRY_REASON_OPTIONS = {{ entry_reason_options | tojson }};
 const JOURNAL_ORDER_TYPE_OPTIONS = {{ order_type_options | tojson }};
@@ -1195,13 +1188,10 @@ function paintExchangeTpslRow(orderId, tpsl){
     const tpText = document.getElementById(`ex-tp-text-${orderId}`);
     const slBtn = document.getElementById(`ex-sl-cancel-${orderId}`);
     const tpBtn = document.getElementById(`ex-tp-cancel-${orderId}`);
-    const intraday = (document.body && document.body.getAttribute("data-intraday-discipline")) === "1";
     if(slText) slText.innerText = formatExTpslLine('sl', data.sl);
     if(tpText) tpText.innerText = formatExTpslLine('tp', data.tp);
-    if(!intraday){
-        if(slBtn) slBtn.disabled = !(data.sl && data.sl.order_id);
-        if(tpBtn) tpBtn.disabled = !(data.tp && data.tp.order_id);
-    }
+    if(slBtn) slBtn.disabled = !(data.sl && data.sl.order_id);
+    if(tpBtn) tpBtn.disabled = !(data.tp && data.tp.order_id);
 }
 function toggleTpslModalMode(){
     const mode = (document.getElementById('tpsl-modal-mode')||{}).value || 'price';
@@ -1628,10 +1618,11 @@ function paintRealtimePnlFromSnapshot(data){
 }
 
 function formatOptionsFundingLabel(usdc, usdt) {
-    const parts = [];
-    if (usdc !== null && usdc !== undefined && Number(usdc) > 0) parts.push(`${Number(usdc).toFixed(2)} USDC`);
-    if (usdt !== null && usdt !== undefined && Number(usdt) > 0) parts.push(`${Number(usdt).toFixed(2)} USDT`);
-    return parts.length ? parts.join(" · ") : "—";
+    // 期权侧顶栏仅 USDC;usdt 参数忽略(USDT 在永续资金/交易账户)
+    if(usdc == null || usdc === "") return "—";
+    const n = Number(usdc);
+    if(Number.isNaN(n)) return "—";
+    return `${n.toFixed(2)} USDC`;
 }
 
 function setFundsFieldText(field, text){
@@ -1640,8 +1631,23 @@ function setFundsFieldText(field, text){
         el.innerText = text;
     });
 }
+function applyPerpFundsVisibility(show){
+    const on = show !== false;
+    document.querySelectorAll("[data-perp-funds='1']").forEach((el) => {
+        el.style.display = on ? "" : "none";
+    });
+}
 function accountSnapshotFundingMissing(data){
     if(!data || typeof data !== "object") return true;
+    if(data.show_perp_funds === false){
+        const hasTotal = data.total_funds != null && data.total_funds !== "";
+        const hasOpt =
+            data.options_funding_usdc != null ||
+            data.options_funding_usdt != null ||
+            data.options_trading_usdc != null ||
+            data.options_trading_usdt != null;
+        return !hasTotal && !hasOpt;
+    }
     const hasFunding = data.funding_usdt != null && data.funding_usdt !== "";
     const hasTotal = data.total_funds != null && data.total_funds !== "";
     const hasTrading = data.current_capital != null && data.current_capital !== "";
@@ -1650,6 +1656,9 @@ function accountSnapshotFundingMissing(data){
 let accountSnapshotRetryCount = 0;
 function applyAccountSnapshot(data){
     if(!data || typeof data !== "object") return;
+    if(typeof data.show_perp_funds !== "undefined"){
+        applyPerpFundsVisibility(data.show_perp_funds);
+    }
     if(data.funding_usdt != null && data.funding_usdt !== ""){
         setFundsFieldText("total-capital", `${Number(data.funding_usdt).toFixed(2)}U`);
     }
@@ -1702,11 +1711,15 @@ function applyAccountSnapshot(data){
     if(data.force_close && window.TimeCloseUI && TimeCloseUI.paintForceCloseHeader){
         TimeCloseUI.paintForceCloseHeader(data.force_close);
     }
+    if(window.OpenSubmitGate) OpenSubmitGate.apply(data);
     let canTradeText = "可开仓";
     if(!data.can_trade){
         const parts = [];
+        if(data.open_block_note) parts.push(data.open_block_note);
         if(data.risk_status && data.risk_status.can_trade === false && data.risk_status.reason){
-            parts.push(data.risk_status.reason);
+            if(!data.open_block_note || data.open_block_note.indexOf(data.risk_status.reason) < 0){
+                parts.push(data.risk_status.reason);
+            }
         }
         if((data.active_count||0) >= (data.max_active_positions||{{ max_active_positions }})) parts.push(`持仓 ${data.active_count}/${data.max_active_positions}`);
         const hard = Number(data.daily_open_hard_limit != null ? data.daily_open_hard_limit : {{ daily_open_hard_limit }});
@@ -1791,6 +1804,12 @@ 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 +1820,14 @@ function toggleSltpMode(){
     if(!slEl || !tpEl || !slPctEl || !tpPctEl){ return; }
     const pct = mode === "pct";
     const fixed = mode === "fixed_rr";
-    slEl.style.display = pct ? "none" : "";
-    tpEl.style.display = (pct || fixed) ? "none" : "";
-    if(fixedRrEl) fixedRrEl.style.display = fixed ? "" : "none";
+    setOmFieldVisible(slEl, !pct);
+    setOmFieldVisible(tpEl, !(pct || fixed));
+    setOmFieldVisible(fixedRrEl, fixed);
     slEl.required = !pct;
     tpEl.required = !pct && !fixed;
     if(fixedRrEl) fixedRrEl.required = fixed;
-    slPctEl.style.display = pct ? "" : "none";
-    tpPctEl.style.display = pct ? "" : "none";
+    setOmFieldVisible(slPctEl, pct);
+    setOmFieldVisible(tpPctEl, pct);
     slPctEl.required = pct;
     tpPctEl.required = pct;
     refreshOrderTpPreview();
@@ -2012,6 +2031,7 @@ setInterval(refreshPriceSnapshotConditional, {{ price_refresh_seconds * 1000 }})
 <script src="/static/records_review_page.js?v=4"></script>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
 <script src="/static/instance_dashboard.js?v=5"></script>
+<script src="/static/account_ledger.js?v=1"></script>
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 {% if page == 'dashboard' %}
@@ -2019,7 +2039,12 @@ document.addEventListener("DOMContentLoaded", function () {
   if (window.InstanceDashboard) InstanceDashboard.init(true);
 });
 {% endif %}
+{% if page == 'account_ledger' %}
+document.addEventListener("DOMContentLoaded", function () {
+  if (window.AccountLedgerPage) AccountLedgerPage.boot();
+});
+{% endif %}
 </script>
-<script src="/static/instance_settings_prefs.js?v=15"></script>
+<script src="/static/instance_settings_prefs.js?v=19"></script>
 </body>
 </html>

lib/instance/templates/instance_header_panel.html

@@ -38,11 +38,11 @@
         {% 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">
+        <span class="inst-phone-chip"{% if not (show_perp_funds|default(true)) %} style="display:none"{% endif %} data-perp-funds="1">
             <em>交易</em>
             <b data-funds-field="current-capital">{{ funds_fmt(current_capital) }}U</b>
         </span>
-        <span class="inst-phone-chip">
+        <span class="inst-phone-chip"{% if not (show_perp_funds|default(true)) %} style="display:none"{% endif %} data-perp-funds="1">
             <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>

lib/instance/templates/instance_header_stats.html

@@ -24,22 +24,22 @@
         <div class="label">总资金</div>
         <div class="value" id="total-funds" data-funds-field="total-funds">{% if total_funds is not none %}{{ funds_fmt(total_funds) }}U{% else %}—{% endif %}</div>
     </div>
-    <div class="stat-strip-item">
+    <div class="stat-strip-item"{% if not (show_perp_funds|default(true)) %} style="display:none"{% endif %} data-perp-funds="1">
         <div class="label">资金账户</div>
         <div class="value" id="total-capital" data-funds-field="total-capital">{% if funding_usdt is not none %}{{ funds_fmt(funding_usdt) }}U{% else %}—{% endif %}</div>
     </div>
-    <div class="stat-strip-item">
+    <div class="stat-strip-item"{% if not (show_perp_funds|default(true)) %} style="display:none"{% endif %} data-perp-funds="1">
         <div class="label">交易账户</div>
         <div class="value" id="current-capital" data-funds-field="current-capital">{{ funds_fmt(current_capital) }}U</div>
     </div>
     {% if options_enabled %}
     <div class="stat-strip-item">
         <div class="label">期权资金账户</div>
-        <div class="value" id="options-funding-usdc" data-funds-field="options-funding-usdc">{{ options_funding_label(options_funding_usdc, options_funding_usdt) }}</div>
+        <div class="value" id="options-funding-usdc" data-funds-field="options-funding-usdc">{{ options_funding_label(options_funding_usdc) }}</div>
     </div>
     <div class="stat-strip-item">
         <div class="label">期权交易账户</div>
-        <div class="value" id="options-trading-usdc" data-funds-field="options-trading-usdc">{{ options_funding_label(options_trading_usdc, options_trading_usdt) }}</div>
+        <div class="value" id="options-trading-usdc" data-funds-field="options-trading-usdc">{{ options_funding_label(options_trading_usdc) }}</div>
     </div>
     {% endif %}
     <div class="stat-strip-item stat-strip-item--pnl">

lib/instance/templates/order_monitor_open_form.html

@@ -0,0 +1,77 @@
+{# 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{% if not can_trade %} is-blocked{% endif %}" id="om-submit-btn"{% if not can_trade %} disabled aria-disabled="true"{% endif %}>{{ open_position_button_label }}</button>
+        <span id="om-open-block-note" class="om-open-block-note"{% if can_trade or not (open_block_note|default('')) %} hidden{% endif %}>{% if not can_trade and (open_block_note|default('')) %}{{ open_block_note }}{% endif %}</span>
+    </div>
+</form>
+{% include 'order_plan_preview_bar.html' %}

lib/instance/templates/settings_panel.html

@@ -36,7 +36,7 @@
                     {% include 'password_settings_panel.html' %}
                 {% elif tab.key == 'transfer' %}
                     <h2>永续资金划转</h2>
-                    <p class="settings-subcard-desc">子账户永续:资金账户与交易账户之间划转 USDT.</p>
+                    <p class="settings-subcard-desc">账户内:资金账户与交易账户之间划转 USDT.</p>
                     {% include 'instance_transfer_panel.html' %}
                 {% elif tab.key == 'export' %}
                     <h2>数据导出</h2>

lib/options/options_close_exec_lib.py

@@ -187,7 +187,7 @@ def close_option_by_bid1(
         max_levels=1,
     )
     if preview.get("bid_invalid") or preview.get("auto_close_blocked"):
-        _cancel_sell_pending(ex, inst_id)
+        # 不撤他人挂单:仅拒绝本轮下单
         update_close_gate(inst_id, recycle_usdc=None, premium_paid=premium_paid)
         return {
             "ok": False,
@@ -248,8 +248,6 @@ def close_option_by_bid1(
             "auto_close_blocked": True,
             "close_gate": gate,
         }
-    if gate.get("ready"):
-        mark_close_gate_passed(inst_id)
 
     locked_bid_px = level_px
     before_avail = avail
@@ -272,6 +270,9 @@ def close_option_by_bid1(
             "locked_bid_px": locked_bid_px,
             "batch_sheets": level_sheets,
         }
+    # 仅下单被接受后才记门控已通过,避免下单失败却跳过后续 2× 等待
+    if require_recycle_gate and gate.get("ready"):
+        mark_close_gate_passed(inst_id)
 
     px = float(order.get("px", locked_bid_px))
     oid = str((order.get("data") or {}).get("ordId") or "")
@@ -279,12 +280,20 @@ def close_option_by_bid1(
     time.sleep(0.6)
     invalidate_option_positions_cache()
     raw2 = cfg["fetch_option_positions"](ex)
-    after_avail = 0
-    if raw2 is not None:
-        after_pos = next((p for p in raw2 if str(p.get("instId")) == inst_id), None)
-        after_avail = _avail_sheets(after_pos) if after_pos else 0
-    reduced = max(0, before_avail - after_avail) if raw2 is not None else 0
-    remaining_pos = after_avail if raw2 is not None else max(0, before_avail - level_sheets)
+    if raw2 is None:
+        return {
+            "ok": False,
+            "msg": "下单后获取持仓失败,未确认是否成交",
+            "stopped_reason": "position_fetch_failed",
+            "locked_bid_px": locked_bid_px,
+            "batch_sheets": level_sheets,
+            "close_ord_id": oid or None,
+            "fully_closed": False,
+        }
+    after_pos = next((p for p in raw2 if str(p.get("instId")) == inst_id), None)
+    after_avail = _avail_sheets(after_pos) if after_pos else 0
+    reduced = max(0, before_avail - after_avail)
+    remaining_pos = after_avail
     fully_closed = remaining_pos < 1
 
     if fully_closed:

lib/options/options_dashboard_lib.py

@@ -72,11 +72,14 @@ def fetch_light_option_positions_for_dashboard(cfg: dict[str, Any]) -> list[dict
             mon = tgt_map.get(str(row.get("inst_id") or ""))
             if mon:
                 row["target_index"] = mon.get("target_index")
+                row["profit_rr"] = mon.get("profit_rr")
                 row["target_monitor_id"] = mon.get("id")
                 row["target_monitor"] = mon
             hedge_target = hedge_target_map.get(str(row.get("inst_id") or ""))
             if hedge_target:
                 row["hedge_plan_target"] = hedge_target
+                if hedge_target.get("oo_profit_rr") is not None and row.get("profit_rr") is None:
+                    row["profit_rr"] = hedge_target.get("oo_profit_rr")
                 if not mon:
                     row["target_index"] = hedge_target.get("target_index")
             rows.append(row)

lib/options/options_hub_lib.py

@@ -16,12 +16,14 @@ def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
     if not ok:
         return {"ok": False, "enabled": True, "msg": reason or "期权 API 未配置"}
     try:
+        from lib.options.options_position_limit_lib import options_max_active_positions
         from lib.options.options_positions_lib import build_display_option_positions
 
         raw = cfg["fetch_option_positions"](ex)
         if raw is None:
             return {"ok": False, "enabled": True, "msg": "获取期权持仓失败"}
-        positions = build_display_option_positions(cfg, ex, raw)
+        # 中控看板不拉逐仓 books(易超 HUB_FLASK_TIMEOUT);实例页仍走完整 preview
+        positions = build_display_option_positions(cfg, ex, raw, with_close_preview=False)
         target_monitors: list[dict[str, Any]] = []
         try:
             conn = cfg["get_db"]()
@@ -37,14 +39,15 @@ def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
                     mon = tgt_map.get(str(p.get("inst_id") or ""))
                     if mon:
                         p["target_index"] = mon.get("target_index")
+                        p["profit_rr"] = mon.get("profit_rr")
                         p["target_monitor_id"] = mon.get("id")
                         p["target_monitor"] = mon
                     hedge_target = hedge_target_map.get(str(p.get("inst_id") or ""))
                     if hedge_target:
                         p["hedge_plan_target"] = hedge_target
                         if not mon:
-                            # 中控卡片共用 target_index 只读展示；实际平仓仍由对冲计划监控处理。
                             p["target_index"] = hedge_target.get("target_index")
+                            p["profit_rr"] = hedge_target.get("oo_profit_rr")
                     try:
                         from lib.instance.instance_dashboard_lib import (
                             _format_options_target,
@@ -65,17 +68,17 @@ def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
                 conn.close()
         except Exception:
             target_monitors = []
-        from lib.options.options_positions_lib import net_pnl_from_display_row
+        from lib.options.options_positions_lib import display_pnl_from_option_row
 
         upl_total = 0.0
         has_upl = False
         for p in positions:
-            # 与持仓卡「净盈亏」一致(买一回收−权利金);不用交易所标记价 upl
-            net = net_pnl_from_display_row(p)
-            if net is None:
+            # 与持仓卡展示一致:优先买一净盈亏,残档回退交易所 upl
+            pnl = display_pnl_from_option_row(p)
+            if pnl is None:
                 continue
             has_upl = True
-            upl_total += float(net)
+            upl_total += float(pnl)
         bal = cfg["fetch_options_balances"](ex)
         return {
             "ok": True,
@@ -93,6 +96,7 @@ def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
             "stats": {},
             "trade_budget": cfg.get("trade_budget"),
             "account_label": cfg.get("account_label") or "OKX期权",
+            "max_active_positions": options_max_active_positions(),
         }
     except Exception as e:
         return {"ok": False, "enabled": True, "msg": str(e)}

lib/options/options_monitor_lib.py

@@ -142,11 +142,13 @@ def _created_at_ms(created_at: Any) -> int | None:
 
 def _group_key_for_closed_trade(row: Any) -> str:
     inst = str(row["inst_id"] or "").strip()
-    ord_id = str(row["close_ord_id"] or "").strip() if "close_ord_id" in row.keys() else ""
-    if ord_id:
-        return f"{inst}|ord:{ord_id}"
     closed = str(row["closed_at"] or "").strip()
-    return f"{inst}|close:{(closed[:16] if closed else '')}"
+    close_prefix = closed[:16] if closed else ""
+    ord_id = str(row["close_ord_id"] or "").strip() if "close_ord_id" in row.keys() else ""
+    # 即使 close_ord_id/posId 相同,也要按平仓时间拆开(OKX 可能复用 posId)
+    if ord_id:
+        return f"{inst}|ord:{ord_id}|close:{close_prefix}"
+    return f"{inst}|close:{close_prefix}"
 
 
 def backfill_closed_options_realized_pnl_from_history(
@@ -170,7 +172,8 @@ def backfill_closed_options_realized_pnl_from_history(
 
     rows = conn.execute(
         """
-        SELECT id, inst_id, sheets, premium_paid, realized_pnl, created_at, closed_at, close_ord_id
+        SELECT id, inst_id, sheets, premium_paid, realized_pnl, close_quote,
+               created_at, closed_at, close_ord_id
         FROM options_trades
         WHERE status = 'closed'
         ORDER BY id DESC
@@ -193,13 +196,26 @@ def backfill_closed_options_realized_pnl_from_history(
         inst = str(group[0]["inst_id"] or "").strip()
         open_candidates = [_created_at_ms(r["created_at"]) for r in group]
         open_ms = min((x for x in open_candidates if x is not None), default=None)
-        close_info = resolve_option_close_from_history(by_inst.get(inst) or [], open_ms=open_ms)
+        close_candidates = [_created_at_ms(r["closed_at"]) for r in group]
+        close_ms = max((x for x in close_candidates if x is not None), default=None)
+        sheets_hint = None
+        try:
+            sheets_hint = sum(float(_safe_float(r["sheets"]) or 0.0) for r in group) or None
+        except (TypeError, ValueError):
+            sheets_hint = None
+        close_info = resolve_option_close_from_history(
+            by_inst.get(inst) or [],
+            open_ms=open_ms,
+            close_ms=close_ms,
+            sheets=sheets_hint,
+        )
         if not close_info:
             continue
         ex_pnl = _safe_float(close_info.get("realized_pnl"))
         if ex_pnl is None:
             continue
         close_quote = _safe_float(close_info.get("close_quote"))
+        matched_pos = str(close_info.get("pos_id") or "").strip() or None
         total_paid = 0.0
         for r in group:
             total_paid += float(_safe_float(r["premium_paid"]) or 0.0)
@@ -215,7 +231,14 @@ def backfill_closed_options_realized_pnl_from_history(
                 share = round(float(ex_pnl) / len(group), 4)
                 allocated += share
             local = _safe_float(r["realized_pnl"])
-            if local is not None and abs(local - share) < 1e-6:
+            local_close = _safe_float(r["close_quote"])
+            local_ord = str(r["close_ord_id"] or "").strip()
+            pnl_ok = local is not None and abs(local - share) < 1e-6
+            quote_ok = close_quote is None or (
+                local_close is not None and abs(local_close - float(close_quote)) < 1e-6
+            )
+            ord_ok = (not matched_pos) or (local_ord == matched_pos)
+            if pnl_ok and quote_ok and ord_ok:
                 continue
             prem_recv = round(paid + share, 4)
             conn.execute(
@@ -223,10 +246,11 @@ def backfill_closed_options_realized_pnl_from_history(
                 UPDATE options_trades
                 SET realized_pnl = ?,
                     premium_received = ?,
-                    close_quote = COALESCE(?, close_quote)
+                    close_quote = COALESCE(?, close_quote),
+                    close_ord_id = COALESCE(?, close_ord_id)
                 WHERE id = ?
                 """,
-                (share, prem_recv, close_quote, int(r["id"])),
+                (share, prem_recv, close_quote, matched_pos, int(r["id"])),
             )
             updated += 1
     return updated
@@ -431,6 +455,7 @@ def options_monitor_loop(
                         conn,
                         positions,
                         close_fn=target_close_fn,
+                        bid_fn=ticker_bid_fn,
                         send_wechat=send_wechat,
                         account_label=account_label,
                         cfg={"send_wechat": send_wechat, "account_label": account_label},

lib/options/options_notify_lib.py

@@ -55,6 +55,7 @@ def build_options_open_message(
     premium_paid: Any = None,
     open_quote: Any = None,
     target_index: Any = None,
+    profit_rr: Any = None,
     signal_note: str = "",
     trade_id: Any = None,
 ) -> str:
@@ -73,7 +74,12 @@ def build_options_open_message(
             f"权利金:{_fmt(premium_paid)} USDC",
         ]
     )
-    if target_index is not None and str(target_index).strip() != "":
+    if profit_rr is not None and str(profit_rr).strip() != "":
+        try:
+            lines.append(f"盈亏比:×{float(profit_rr):g}(达标全平;不达标等到期)")
+        except (TypeError, ValueError):
+            lines.append(f"盈亏比:{profit_rr}")
+    elif 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):
@@ -96,6 +102,7 @@ def build_options_close_message(
     realized_pnl: Any = None,
     close_quote: Any = None,
     target_index: Any = None,
+    profit_rr: Any = None,
     trigger_idx: Any = None,
     trade_id: Any = None,
 ) -> str:
@@ -116,7 +123,12 @@ def build_options_close_message(
             f"实现盈亏:{_fmt(realized_pnl, 4)} USDC",
         ]
     )
-    if target_index is not None and str(target_index).strip() != "":
+    if profit_rr is not None and str(profit_rr).strip() != "":
+        try:
+            lines.append(f"盈亏比:×{float(profit_rr):g}")
+        except (TypeError, ValueError):
+            lines.append(f"盈亏比:{profit_rr}")
+    elif 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):
@@ -141,6 +153,7 @@ def notify_options_open(
     premium_paid: Any = None,
     open_quote: Any = None,
     target_index: Any = None,
+    profit_rr: Any = None,
     signal_note: str = "",
 ) -> bool:
     ensure_options_notify_columns(conn) if conn is not None else None
@@ -160,6 +173,7 @@ def notify_options_open(
         premium_paid=premium_paid,
         open_quote=open_quote,
         target_index=target_index,
+        profit_rr=profit_rr,
         signal_note=signal_note,
         trade_id=trade_id,
     )
@@ -196,6 +210,7 @@ def notify_options_close(
     realized_pnl: Any = None,
     close_quote: Any = None,
     target_index: Any = None,
+    profit_rr: Any = None,
     trigger_idx: Any = None,
     force: bool = False,
 ) -> bool:
@@ -257,6 +272,7 @@ def notify_options_close(
             realized_pnl=total_pnl,
             close_quote=close_quote if close_quote is not None else head.get("close_quote"),
             target_index=target_index,
+            profit_rr=profit_rr,
             trigger_idx=trigger_idx,
             trade_id=head.get("id") if len(rows) == 1 else None,
         )
@@ -286,6 +302,7 @@ def notify_options_close(
         realized_pnl=realized_pnl,
         close_quote=close_quote,
         target_index=target_index,
+        profit_rr=profit_rr,
         trigger_idx=trigger_idx,
         trade_id=trade_id,
     )

lib/options/options_position_limit_lib.py

@@ -0,0 +1,121 @@
+"""OKX 期权持仓笔数上限(env: OKX_OPTIONS_MAX_ACTIVE_POSITIONS)."""
+from __future__ import annotations
+
+import os
+from typing import Any, Optional, Sequence
+
+
+def options_max_active_positions() -> int:
+    """同时持有的期权合约笔数上限;0=不限制.热更读 env."""
+    raw = os.getenv("OKX_OPTIONS_MAX_ACTIVE_POSITIONS", "0")
+    try:
+        v = int(float(str(raw).strip()))
+    except (TypeError, ValueError):
+        return 0
+    return max(0, v)
+
+
+def count_live_option_positions(rows: Optional[list[dict[str, Any]]]) -> int:
+    if not rows:
+        return 0
+    n = 0
+    for r in rows:
+        if not isinstance(r, dict):
+            continue
+        try:
+            pos = float(r.get("pos") or 0)
+        except (TypeError, ValueError):
+            continue
+        if abs(pos) >= 1e-12:
+            n += 1
+    return n
+
+
+def _inst_already_open(rows: list[dict[str, Any]], inst_id: str) -> bool:
+    want = (inst_id or "").strip()
+    if not want:
+        return False
+    for r in rows:
+        if str(r.get("instId") or r.get("inst_id") or "").strip() == want:
+            return True
+    return False
+
+
+def _normalize_inst_ids(
+    opening_inst_id: str = "",
+    opening_inst_ids: Optional[Sequence[str]] = None,
+) -> list[str]:
+    out: list[str] = []
+    seen: set[str] = set()
+    for raw in list(opening_inst_ids or []) + ([opening_inst_id] if opening_inst_id else []):
+        iid = str(raw or "").strip()
+        if not iid or iid in seen:
+            continue
+        seen.add(iid)
+        out.append(iid)
+    return out
+
+
+def option_position_limit_block_msg(
+    ex: Any,
+    *,
+    opening_inst_id: str = "",
+    opening_inst_ids: Optional[Sequence[str]] = None,
+    new_positions: Optional[int] = None,
+    max_active: Optional[int] = None,
+    fetch_positions=None,
+) -> Optional[str]:
+    """若禁止新开买期权则返回中文原因,否则 None.
+
+    - max_active<=0:不限制
+    - opening_inst_ids:本次要开的合约;已在持仓中的不占新笔数
+    - new_positions:显式指定还需新占几笔(默认按 opening_inst_ids 推算)
+    - 期期两腿应一次传入两个 inst_id,在开仓前预检,避免上限=1 时开出半边仓
+    - 拉持仓失败:拒绝开仓(避免绕过上限)
+    """
+    try:
+        from lib.hedge_plan.okx_trade_mode_lib import standalone_options_open_allowed
+
+        # 对冲模式用 MAX_ACTIVE_HEDGE_PLANS 管「组数」,不占用期权笔数上限
+        if max_active is None and not standalone_options_open_allowed():
+            return None
+    except Exception:
+        pass
+    mx = options_max_active_positions() if max_active is None else int(max_active)
+    if mx <= 0:
+        return None
+    fetch = fetch_positions
+    if fetch is None:
+        from lib.exchange.okx_options_lib import fetch_option_positions
+
+        fetch = fetch_option_positions
+    try:
+        rows = fetch(ex)
+    except Exception:
+        rows = None
+    if rows is None:
+        return f"无法获取期权持仓,暂不可开仓(上限 {mx} 笔)"
+    active = count_live_option_positions(rows)
+    ids = _normalize_inst_ids(opening_inst_id, opening_inst_ids)
+
+    if new_positions is None:
+        if ids:
+            already = sum(1 for i in ids if _inst_already_open(rows, i))
+            need = max(0, len(ids) - already)
+        else:
+            need = 1
+    else:
+        need = max(0, int(new_positions))
+        if need <= 1 and len(ids) == 1 and _inst_already_open(rows, ids[0]):
+            return None
+
+    if need <= 0:
+        return None
+    if active + need <= mx:
+        return None
+    if need >= 2:
+        return (
+            f"期期对冲需新开 {need} 笔期权,当前已有 {active} 笔、上限 {mx};"
+            f"请将 OKX_OPTIONS_MAX_ACTIVE_POSITIONS 设为 0(不限制)或不小于 {active + need},或先平仓"
+        )
+    return f"期权持仓已达上限({active}/{mx}),请先平仓后再开"

lib/options/options_positions_lib.py

@@ -92,13 +92,26 @@ def net_pnl_from_display_row(row: dict[str, Any]) -> float | None:
             return float(net)
         except (TypeError, ValueError):
             pass
+    # 仅当实际吃到买盘张数时,才用 total_received − 权利金(避免 bid 无效时 total_received=0 算出 −权利金假亏)
+    try:
+        covered = float(preview.get("covered_sheets") or 0)
+    except (TypeError, ValueError):
+        covered = 0.0
     recv = _safe_float(preview.get("total_received"))
     paid = _safe_float(row.get("premium_paid"))
-    if recv is not None and paid is not None:
+    if covered > 0 and recv is not None and paid is not None:
         return round(recv - paid, 4)
     return None
 
 
+def display_pnl_from_option_row(row: dict[str, Any]) -> float | None:
+    """展示用盈亏:优先买一净盈亏;残档/无买一时回退交易所标记浮盈 upl."""
+    net = net_pnl_from_display_row(row)
+    if net is not None:
+        return net
+    return _safe_float(row.get("upl"))
+
+
 def sum_options_net_pnl_usdc(
     cfg: dict[str, Any],
     ex: Any,
@@ -106,7 +119,8 @@ def sum_options_net_pnl_usdc(
 ) -> float | None:
     """
     期权浮盈合计(USDC),与顶栏实时盈亏/中控口径对齐为「净盈亏」:
-    各仓买一可回收 − 权利金之和.获取失败返回 None;无持仓返回 0.
+    各仓买一可回收 − 权利金之和;残档则回退该仓交易所 upl.
+    获取失败返回 None;无持仓返回 0.
     """
     raw = raw_positions
     if raw is None:
@@ -119,11 +133,11 @@ def sum_options_net_pnl_usdc(
     total = 0.0
     found = False
     for p in positions:
-        net = net_pnl_from_display_row(p)
-        if net is None:
+        pnl = display_pnl_from_option_row(p)
+        if pnl is None:
             continue
         found = True
-        total += float(net)
+        total += float(pnl)
     return round(total, 4) if found else (0.0 if not positions else None)
 
 
@@ -131,8 +145,10 @@ def build_display_option_positions(
     cfg: dict[str, Any],
     ex: Any,
     raw_positions: list[dict[str, Any]],
+    *,
+    with_close_preview: bool = True,
 ) -> list[dict[str, Any]]:
-    """与实例 /api/options/positions 相同 enrichment + close_preview."""
+    """与实例 /api/options/positions 相同 enrichment;中控可关 close_preview 避免逐仓拉盘口超时."""
     meta_cache: dict[str, dict[str, Any] | None] = {}
     rows: list[dict[str, Any]] = []
     conn = cfg["get_db"]()
@@ -148,7 +164,8 @@ def build_display_option_positions(
                 meta_cache=meta_cache,
                 premium_override=premium_override,
             )
-            attach_close_preview(cfg, ex, row, premium_paid=_safe_float(row.get("premium_paid")))
+            if with_close_preview:
+                attach_close_preview(cfg, ex, row, premium_paid=_safe_float(row.get("premium_paid")))
             rows.append(row)
     finally:
         conn.close()

lib/options/options_register.py

@@ -92,12 +92,10 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         quote_option_contract,
         spot_market_swap_usdt_usdc,
         transfer_ccy,
-        transfer_main_sub_account,
     )
 
     return {
         "enabled": _env_bool("OKX_OPTIONS_ENABLED", False),
-        "sub_account_name": (os.getenv("OKX_SUB_ACCOUNT_NAME") or "").strip(),
         "get_db": app_module.get_db,
         "login_required": app_module.login_required,
         "exchange_options": getattr(app_module, "exchange_options", None),
@@ -132,7 +130,6 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "execute_convert": execute_convert,
         "transfer_ccy": transfer_ccy,
         "spot_market_swap_usdt_usdc": spot_market_swap_usdt_usdc,
-        "transfer_main_sub_account": transfer_main_sub_account,
         "options_api_ready": options_api_ready,
         "app_module": app_module,
     }
@@ -357,13 +354,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         if ex is None:
             return jsonify({"ok": False, "msg": err})
         force = (request.args.get("force") or "").strip().lower() in ("1", "true", "yes")
-        scope = (request.args.get("scope") or "main").strip().lower()
-        bal = cfg["fetch_options_balances"](
-            ex,
-            force=force,
-            scope=scope,
-            sub_acct=cfg.get("sub_account_name") or "",
-        )
+        bal = cfg["fetch_options_balances"](ex, force=force, scope="main")
         return jsonify({"ok": True, **bal, "trade_budget": cfg["trade_budget"]})
 
     @app.route("/api/options/chain")
@@ -373,11 +364,13 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         if ex is None:
             return jsonify({"ok": False, "msg": err})
         u = (request.args.get("underlying") or cfg["default_underly"]).upper()
+        # 热更新:链展示天数每次读 env,保存后刷新链即可
+        chain_max_dte = _env_float("OKX_OPTIONS_CHAIN_MAX_DTE_DAYS", float(cfg.get("chain_max_dte_days") or 14))
         try:
             chain = cfg["build_option_chain"](
                 ex,
                 u,
-                max_dte_days=cfg["chain_max_dte_days"],
+                max_dte_days=chain_max_dte,
                 itm_only=False,
                 itm_max_dist_usd=cfg["itm_max_dist"],
             )
@@ -394,7 +387,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                     "ok": False,
                     "msg": chain_err or "暂无到期日,请稍后点「刷新链」",
                     **chain,
-                    "chain_max_dte_days": cfg["chain_max_dte_days"],
+                    "chain_max_dte_days": chain_max_dte,
                     "ask_liq_filter_enabled": ask_liq_filter,
                     "budget_buffer": budget_buffer,
                     "trade_budget": cfg["trade_budget"],
@@ -404,7 +397,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             {
                 "ok": True,
                 **chain,
-                "chain_max_dte_days": cfg["chain_max_dte_days"],
+                "chain_max_dte_days": chain_max_dte,
                 "ask_liq_filter_enabled": ask_liq_filter,
                 "budget_buffer": budget_buffer,
                 "trade_budget": cfg["trade_budget"],
@@ -456,6 +449,68 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             pass
         ask = q.get("ask")
         ask_sz = q.get("ask_sz")
+        try:
+            from lib.hedge_plan.okx_trade_mode_lib import block_standalone_open_by_mode_msg
+
+            mode_block = block_standalone_open_by_mode_msg()
+            if mode_block:
+                return jsonify(
+                    {
+                        **q,
+                        "ok": True,
+                        "can_open": False,
+                        "msg": mode_block,
+                        "quote_per_unit": ask,
+                        "premium_per_sheet": None,
+                        "sizing": {
+                            "ok": False,
+                            "msg": mode_block,
+                            "sheets": 0,
+                            "eth_amount": 0.0,
+                            "total_premium": 0.0,
+                        },
+                        "available_usdc": available_usdc,
+                        "budget_full_usdc": budget if mode == "budget_full" else None,
+                    }
+                )
+        except Exception as e:
+            return jsonify(
+                {
+                    "ok": False,
+                    "can_open": False,
+                    "msg": f"交易模式校验失败: {e}",
+                }
+            )
+        try:
+            from lib.hedge_plan.hedge_options_exclusive_lib import block_standalone_option_open_msg
+
+            conn_q = cfg["get_db"]()
+            try:
+                excl = block_standalone_option_open_msg(conn_q)
+            finally:
+                conn_q.close()
+            if excl:
+                return jsonify(
+                    {
+                        **q,
+                        "ok": True,
+                        "can_open": False,
+                        "msg": excl,
+                        "quote_per_unit": ask,
+                        "premium_per_sheet": None,
+                        "sizing": {
+                            "ok": False,
+                            "msg": excl,
+                            "sheets": 0,
+                            "eth_amount": 0.0,
+                            "total_premium": 0.0,
+                        },
+                        "available_usdc": available_usdc,
+                        "budget_full_usdc": budget if mode == "budget_full" else None,
+                    }
+                )
+        except Exception as e:
+            return jsonify({"ok": False, "can_open": False, "msg": f"互斥校验失败: {e}"})
         can_open, block_msg = option_buy_liquidity_ok(ask, ask_sz)
         if not can_open:
             # 合约可报价,但不可开仓:返回参考标记价供展示
@@ -478,6 +533,33 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                     "budget_full_usdc": budget if mode == "budget_full" else None,
                 }
             )
+        from lib.options.options_position_limit_lib import option_position_limit_block_msg
+
+        pos_limit_msg = option_position_limit_block_msg(
+            ex,
+            opening_inst_id=inst_id,
+            fetch_positions=cfg.get("fetch_option_positions"),
+        )
+        if pos_limit_msg:
+            return jsonify(
+                {
+                    **q,
+                    "ok": True,
+                    "can_open": False,
+                    "msg": pos_limit_msg,
+                    "quote_per_unit": ask,
+                    "premium_per_sheet": None,
+                    "sizing": {
+                        "ok": False,
+                        "msg": pos_limit_msg,
+                        "sheets": 0,
+                        "eth_amount": 0.0,
+                        "total_premium": 0.0,
+                    },
+                    "available_usdc": available_usdc,
+                    "budget_full_usdc": budget if mode == "budget_full" else None,
+                }
+            )
         sizing = calc_order_size(
             quote_per_unit=float(ask),
             ct_mult=float(ct_mult),
@@ -539,6 +621,14 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         ex, err = _require_options_ex(cfg)
         if ex is None:
             return jsonify({"ok": False, "msg": err})
+        try:
+            from lib.hedge_plan.okx_trade_mode_lib import block_standalone_open_by_mode_msg
+
+            mode_block = block_standalone_open_by_mode_msg()
+            if mode_block:
+                return jsonify({"ok": False, "msg": mode_block, "can_open": False})
+        except Exception as e:
+            return jsonify({"ok": False, "msg": f"交易模式校验失败: {e}", "can_open": False})
         try:
             from lib.hedge_plan.hedge_options_exclusive_lib import block_standalone_option_open_msg
 
@@ -549,13 +639,24 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 conn_gate.close()
             if block_msg:
                 return jsonify({"ok": False, "msg": block_msg})
-        except Exception:
-            pass
+        except Exception as e:
+            return jsonify({"ok": False, "msg": f"互斥校验失败: {e}"})
         data = request.get_json(silent=True) or {}
         inst_id = (data.get("inst_id") or "").strip()
         mode = (data.get("mode") or "budget_full").strip()
         signal_note = (data.get("signal_note") or "").strip()
         target_index = None
+        profit_rr = None
+        raw_rr = data.get("profit_rr")
+        if raw_rr is None or str(raw_rr).strip() == "":
+            raw_rr = data.get("oo_profit_rr")
+        if raw_rr is not None and str(raw_rr).strip() != "":
+            try:
+                profit_rr = float(raw_rr)
+            except (TypeError, ValueError):
+                return jsonify({"ok": False, "msg": "盈亏比无效"})
+            if profit_rr <= 0:
+                return jsonify({"ok": False, "msg": "盈亏比须大于 0"})
         raw_target = data.get("target_index")
         if raw_target is not None and str(raw_target).strip() != "":
             try:
@@ -564,6 +665,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 return jsonify({"ok": False, "msg": "目标位无效"})
             if target_index <= 0:
                 return jsonify({"ok": False, "msg": "目标位无效"})
+        # 未显式传目标时默认盈亏比 2
+        if profit_rr is None and target_index is None:
+            profit_rr = 2.0
         if not inst_id:
             return jsonify({"ok": False, "msg": "缺少 inst_id"})
         q = cfg["quote_option_contract"](ex, inst_id)
@@ -582,6 +686,15 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                     "ref_ask": q.get("ref_ask"),
                 }
             )
+        from lib.options.options_position_limit_lib import option_position_limit_block_msg
+
+        pos_limit_msg = option_position_limit_block_msg(
+            ex,
+            opening_inst_id=inst_id,
+            fetch_positions=cfg.get("fetch_option_positions"),
+        )
+        if pos_limit_msg:
+            return jsonify({"ok": False, "msg": pos_limit_msg, "can_open": False})
         ct_mult = float(q.get("ct_mult") or 0.01)
         min_sz = int(q.get("min_sz") or 1)
         eth_amount = None
@@ -620,16 +733,14 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         if capped is None:
             return jsonify({"ok": False, "msg": cap_msg or "卖一深度不足,无法买入"})
         if capped < sheets:
-            sizing = calc_order_size(
-                quote_per_unit=float(ask),
-                ct_mult=ct_mult,
-                min_sz=min_sz,
-                sheets=capped,
-                budget_cap=budget_cap if mode in ("budget_full", "sheets", "eth_amount") else None,
+            return jsonify(
+                {
+                    "ok": False,
+                    "msg": f"卖一深度仅 {int(capped)} 张,不足请求 {int(sheets)} 张,拒绝缩量成交",
+                    "requested_sheets": int(sheets),
+                    "ask_sz": ask_sz,
+                }
             )
-            if not sizing.get("ok"):
-                return jsonify({"ok": False, "msg": sizing.get("msg") or "张数计算失败", "sizing": sizing})
-            sheets = int(sizing["sheets"])
         tick_sz = q.get("tick_sz")
         order = cfg["place_option_limit_order"](
             ex,
@@ -639,9 +750,56 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             price=float(ask),
             td_mode=td_mode_for_option_buy(cfg["td_mode"]),
             tick_sz=tick_sz,
+            ord_type="ioc",
         )
         if not order.get("ok"):
             return jsonify(order)
+        ord_id = str((order.get("data") or {}).get("ordId") or "").strip()
+        if not ord_id:
+            return jsonify({"ok": False, "msg": "下单成功但未返回订单号", "order": order})
+        from lib.exchange.okx_options_lib import wait_option_order_full_fill
+
+        try:
+            fill_timeout = max(2.0, float(os.getenv("OKX_OPTIONS_OPEN_FILL_TIMEOUT_SEC") or "12"))
+        except (TypeError, ValueError):
+            fill_timeout = 12.0
+        fill = wait_option_order_full_fill(
+            ex,
+            inst_id=inst_id,
+            ord_id=ord_id,
+            need_sheets=int(sheets),
+            timeout_sec=fill_timeout,
+            cancel_on_timeout=True,
+        )
+        if not fill.get("ok"):
+            filled_n = int(fill.get("filled_sheets") or 0)
+            orphan_close = None
+            if filled_n > 0:
+                try:
+                    from lib.options.options_close_exec_lib import close_option_by_bid1
+
+                    orphan_close = close_option_by_bid1(
+                        cfg, ex, inst_id, sheets=filled_n, require_recycle_gate=False
+                    )
+                except Exception as e:
+                    orphan_close = {"ok": False, "msg": str(e)}
+            return jsonify(
+                {
+                    "ok": False,
+                    "msg": fill.get("msg") or "未完全成交,开仓失败",
+                    "filled_sheets": filled_n,
+                    "orphan_close": orphan_close,
+                    "fill": fill,
+                    "order": order,
+                }
+            )
+        fill_px = float(fill.get("avg_px") or ask)
+        filled_n = int(fill.get("filled_sheets") or sheets)
+        sheets = filled_n
+        sizing = dict(sizing)
+        sizing["sheets"] = sheets
+        sizing["eth_amount"] = round(sheets * ct_mult, 8)
+        sizing["total_premium"] = round(fill_px * sheets * ct_mult, 4)
         conn = cfg["get_db"]()
         trade_id = None
         target_mon = None
@@ -669,20 +827,21 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                     str(q.get("exp_time") or ""),
                     sheets,
                     sizing["eth_amount"],
-                    float(ask),
+                    fill_px,
                     sizing["total_premium"],
                     signal_note,
-                    (order.get("data") or {}).get("ordId"),
+                    ord_id,
                 ),
             )
             trade_id = int(cur.lastrowid)
-            if target_index is not None:
+            if profit_rr is not None or target_index is not None:
                 from lib.options.options_target_lib import upsert_target_monitor
 
                 target_mon = upsert_target_monitor(
                     conn,
                     inst_id=inst_id,
                     target_index=target_index,
+                    profit_rr=profit_rr,
                     underlying=u,
                     opt_type=str(opt_type) if opt_type else None,
                     trade_id=trade_id,
@@ -708,8 +867,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                     opt_type=open_opt_type,
                     sheets=sheets,
                     premium_paid=sizing.get("total_premium"),
-                    open_quote=float(ask) if ask is not None else None,
+                    open_quote=fill_px,
                     target_index=target_index,
+                    profit_rr=profit_rr,
                     signal_note=signal_note,
                 )
             finally:
@@ -825,11 +985,14 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 mon = tgt_map.get(inst)
                 if mon:
                     row["target_index"] = mon.get("target_index")
+                    row["profit_rr"] = mon.get("profit_rr")
                     row["target_monitor_id"] = mon.get("id")
                     row["target_monitor"] = mon
                 hedge_target = hedge_target_map.get(inst)
                 if hedge_target:
                     row["hedge_plan_target"] = hedge_target
+                    if hedge_target.get("oo_profit_rr") is not None:
+                        row.setdefault("profit_rr", hedge_target.get("oo_profit_rr"))
                 try:
                     from lib.instance.instance_dashboard_lib import _resolve_options_source
 
@@ -868,11 +1031,47 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         if not inst_id:
             return jsonify({"ok": False, "msg": "缺少 inst_id"})
         try:
-            target_index = float(data.get("target_index"))
-        except (TypeError, ValueError):
-            return jsonify({"ok": False, "msg": "目标位无效"})
-        if target_index <= 0:
-            return jsonify({"ok": False, "msg": "目标位无效"})
+            from lib.hedge_plan.hedge_plan_db import (
+                active_hedge_option_inst_ids,
+                init_hedge_plan_tables,
+            )
+
+            conn_h = cfg["get_db"]()
+            try:
+                init_hedge_plan_tables(conn_h)
+                if inst_id in active_hedge_option_inst_ids(conn_h):
+                    return jsonify(
+                        {
+                            "ok": False,
+                            "msg": "该合约属于进行中的对冲计划,请在对冲计划中管理,禁止在期权页设置目标",
+                        }
+                    )
+            finally:
+                conn_h.close()
+        except Exception as e:
+            return jsonify({"ok": False, "msg": f"对冲托管校验失败: {e}"})
+        profit_rr = None
+        target_index = None
+        raw_rr = data.get("profit_rr")
+        if raw_rr is None or str(raw_rr).strip() == "":
+            raw_rr = data.get("oo_profit_rr")
+        if raw_rr is not None and str(raw_rr).strip() != "":
+            try:
+                profit_rr = float(raw_rr)
+            except (TypeError, ValueError):
+                return jsonify({"ok": False, "msg": "盈亏比无效"})
+            if profit_rr <= 0:
+                return jsonify({"ok": False, "msg": "盈亏比须大于 0"})
+        raw_tgt = data.get("target_index")
+        if raw_tgt is not None and str(raw_tgt).strip() != "":
+            try:
+                target_index = float(raw_tgt)
+            except (TypeError, ValueError):
+                return jsonify({"ok": False, "msg": "目标位无效"})
+            if target_index <= 0:
+                return jsonify({"ok": False, "msg": "目标位无效"})
+        if profit_rr is None and target_index is None:
+            profit_rr = 2.0
         raw = cfg["fetch_option_positions"](ex)
         if raw is None:
             return jsonify({"ok": False, "msg": "获取期权持仓失败"})
@@ -901,6 +1100,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 conn,
                 inst_id=inst_id,
                 target_index=target_index,
+                profit_rr=profit_rr,
                 underlying=str(underlying) if underlying else None,
                 opt_type=str(opt_type) if opt_type else None,
                 trade_id=trade_id,
@@ -943,6 +1143,26 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         inst_id = (data.get("inst_id") or "").strip()
         if not inst_id:
             return jsonify({"ok": False, "msg": "缺少 inst_id"})
+        try:
+            from lib.hedge_plan.hedge_plan_db import (
+                active_hedge_option_inst_ids,
+                init_hedge_plan_tables,
+            )
+
+            conn_h = cfg["get_db"]()
+            try:
+                init_hedge_plan_tables(conn_h)
+                if inst_id in active_hedge_option_inst_ids(conn_h):
+                    return jsonify(
+                        {
+                            "ok": False,
+                            "msg": "该合约属于进行中的对冲计划,请在对冲计划中管理,禁止在期权页平仓",
+                        }
+                    )
+            finally:
+                conn_h.close()
+        except Exception as e:
+            return jsonify({"ok": False, "msg": f"对冲托管校验失败: {e}"})
         if data.get("market"):
             return jsonify({"ok": False, "msg": "已禁用市价平仓,仅支持买一限价"})
         sheets = data.get("sheets")
@@ -1081,54 +1301,6 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             _mark_balances_stale(cfg)
         return jsonify(result)
 
-    @app.route("/api/options/cross-transfer", methods=["POST"])
-    @lr
-    def api_options_cross_transfer():
-        ex, err = _require_options_ex(cfg)
-        if ex is None:
-            return jsonify({"ok": False, "msg": err})
-        data = request.get_json(silent=True) or {}
-        ccy = (data.get("ccy") or "USDT").upper()
-        direction = (data.get("direction") or "sub_to_main").strip()
-        from_account = (data.get("from_account") or data.get("account") or "funding").strip()
-        to_account = (data.get("to_account") or data.get("account") or "funding").strip()
-        try:
-            amount = float(data.get("amount"))
-        except (TypeError, ValueError):
-            return jsonify({"ok": False, "msg": "数量无效"})
-        main_to_sub = direction == "main_to_sub"
-        result = cfg["transfer_main_sub_account"](
-            ex,
-            ccy=ccy,
-            amount=amount,
-            sub_acct=cfg.get("sub_account_name") or "",
-            main_to_sub=main_to_sub,
-            from_account=from_account,
-            to_account=to_account,
-        )
-        if result.get("ok"):
-            conn = cfg["get_db"]()
-            try:
-                init_options_tables(conn)
-                conn.execute(
-                    """
-                    INSERT INTO options_transfer_log (ccy, amount, from_account, to_account, status, message)
-                    VALUES (?, ?, ?, ?, 'ok', ?)
-                    """,
-                    (
-                        ccy,
-                        amount,
-                        ("main" if main_to_sub else "sub") + ":" + from_account,
-                        ("sub" if main_to_sub else "main") + ":" + to_account,
-                        "cross",
-                    ),
-                )
-                conn.commit()
-            finally:
-                conn.close()
-            _mark_balances_stale(cfg)
-        return jsonify(result)
-
     @app.route("/api/options/history")
     @lr
     def api_options_history():
@@ -1275,7 +1447,24 @@ def _start_monitor_thread(app: Flask, cfg: dict[str, Any]) -> None:
         raw = cfg["fetch_option_positions"](ex)
         if raw is None:
             return []
-        return [cfg["format_position_row"](p) for p in raw]
+        rows = [cfg["format_position_row"](p) for p in raw]
+        try:
+            from lib.options.options_db import sum_open_premium_paid
+
+            conn = cfg["get_db"]()
+            try:
+                for row in rows:
+                    inst = str(row.get("inst_id") or "")
+                    if not inst:
+                        continue
+                    paid = sum_open_premium_paid(conn, inst)
+                    if paid is not None:
+                        row["premium_paid"] = paid
+            finally:
+                conn.close()
+        except Exception:
+            pass
+        return rows
 
     def _sync(conn):
         from lib.exchange.okx_options_lib import fetch_option_position_history

lib/options/options_review_register.py

@@ -29,6 +29,28 @@ from lib.options.options_review_lib import (
 )
 
 
+def _review_source_for_mode(requested: str | None) -> str | None:
+    """按当前交易模式钳制复盘 source_type;不允许跨模式窥探."""
+    try:
+        from lib.hedge_plan.okx_trade_mode_lib import get_okx_trade_mode
+
+        mode = get_okx_trade_mode()
+    except Exception:
+        mode = "options"
+    allowed = {
+        "options": "option_spot",
+        "perp_options": "perp_options",
+        "options_options": "options_options",
+    }.get(mode, "option_spot")
+    req = (requested or "").strip()
+    if not req:
+        return allowed
+    if req == allowed:
+        return allowed
+    # 显式 all=1 仍拒绝跨模式,除非管理员扩展;此处一律钳制
+    return allowed
+
+
 def attach_options_review_templates(app: Flask, repo_root: str) -> None:
     tpl_dir = os.path.join(repo_root, "lib", "options", "templates")
     if not os.path.isdir(tpl_dir):
@@ -138,7 +160,7 @@ def register_options_review_routes(app: Flask, cfg: dict[str, Any], repo_root: s
                 ensure_local_review_synced(conn, ex=ex if ex is not None else None)
                 conn.commit()
             filt = dict(
-                source_type=(request.args.get("source_type") or "").strip() or None,
+                source_type=_review_source_for_mode(request.args.get("source_type")),
                 underlying=(request.args.get("underlying") or "").strip() or None,
                 opt_type=(request.args.get("opt_type") or "").strip() or None,
                 strategy_tag=(request.args.get("strategy_tag") or "").strip() or None,
@@ -272,7 +294,7 @@ def register_options_review_routes(app: Flask, cfg: dict[str, Any], repo_root: s
             conn.commit()
             stats = compute_review_stats(
                 conn,
-                source_type=(request.args.get("source_type") or "").strip() or None,
+                source_type=_review_source_for_mode(request.args.get("source_type")),
                 underlying=(request.args.get("underlying") or "").strip() or None,
                 include_hedge_legs=(request.args.get("include_hedge_legs") or "").strip().lower()
                 in ("1", "true", "yes"),

lib/options/options_target_lib.py

@@ -1,11 +1,14 @@
-"""期权目标位委托:指数目标价仅用于监控触发;触发后按买一限价平仓(无止损,到期结算)."""
+"""期权目标委托:盈亏比×权利金触发后按买一限价平仓(无止损,到期结算).
+
+兼容旧「目标指数」委托:无 profit_rr 时仍按指数到位触发.
+"""
 from __future__ import annotations
 
 import sqlite3
 import time
 from typing import Any, Callable
 
-from lib.options.options_db import init_options_tables
+from lib.options.options_db import init_options_tables, sum_open_premium_paid
 from lib.options.options_pricing_lib import close_ref_prices, fetch_option_mark_px
 
 
@@ -18,6 +21,18 @@ def _safe_float(v: Any) -> float | None:
         return None
 
 
+def _ensure_column(conn: sqlite3.Connection, table: str, col: str, typedef: str) -> None:
+    rows = conn.execute(f"PRAGMA table_info({table})").fetchall()
+    names: set[str] = set()
+    for r in rows:
+        try:
+            names.add(str(r["name"]))
+        except (TypeError, KeyError, IndexError):
+            names.add(str(r[1]))
+    if col not in names:
+        conn.execute(f"ALTER TABLE {table} ADD COLUMN {col} {typedef}")
+
+
 def _pos_close_refs(ex: Any, pos: dict[str, Any], quote: dict[str, Any] | None = None) -> tuple[float | None, float | None]:
     from lib.exchange.okx_options_lib import option_fields_from_inst_id
 
@@ -63,21 +78,44 @@ def ensure_target_tables(conn: sqlite3.Connection) -> None:
         ON options_target_monitors(status)
         """
     )
+    # 盈亏比=目标盈利/权利金;如 2=盈利 2 倍权利金.有值时优先生效,target_index 可置 0
+    _ensure_column(conn, "options_target_monitors", "profit_rr", "REAL")
 
 
 def target_hit(*, opt_type: str | None, index_px: float, target_index: float) -> bool:
-    """Call:指数涨到/超过目标平仓;Put:指数跌到/低于目标平仓."""
+    """旧逻辑:Call 指数≥目标;Put 指数≤目标."""
     ot = (opt_type or "").strip().upper()
     if ot == "P":
         return index_px <= target_index
     return index_px >= target_index
 
 
+def profit_rr_hit(
+    *,
+    premium: float,
+    bid: float | None,
+    sheets: float,
+    ct_mult: float,
+    profit_rr: float,
+) -> bool:
+    """买一回收 − 权利金 ≥ 盈亏比 × 权利金."""
+    if premium <= 0 or profit_rr <= 0:
+        return False
+    if bid is None or float(bid) <= 0:
+        return False
+    if sheets <= 0 or ct_mult <= 0:
+        return False
+    recycle = float(bid) * float(sheets) * float(ct_mult)
+    pnl = recycle - float(premium)
+    return pnl + 1e-9 >= float(profit_rr) * float(premium)
+
+
 def upsert_target_monitor(
     conn: sqlite3.Connection,
     *,
     inst_id: str,
-    target_index: float,
+    target_index: float | None = None,
+    profit_rr: float | None = None,
     underlying: str | None = None,
     opt_type: str | None = None,
     trade_id: int | None = None,
@@ -87,9 +125,18 @@ def upsert_target_monitor(
     inst_id = (inst_id or "").strip()
     if not inst_id:
         return {"ok": False, "msg": "缺少 inst_id"}
-    if target_index is None or float(target_index) <= 0:
-        return {"ok": False, "msg": "目标位无效"}
-    target_index = float(target_index)
+
+    rr = _safe_float(profit_rr)
+    tgt = _safe_float(target_index)
+    if rr is not None and rr > 0:
+        tgt_store = float(tgt) if tgt is not None and tgt > 0 else 0.0
+        rr_store = float(rr)
+    elif tgt is not None and tgt > 0:
+        tgt_store = float(tgt)
+        rr_store = None
+    else:
+        return {"ok": False, "msg": "请填写盈亏比(相对权利金,默认2)"}
+
     row = conn.execute(
         """
         SELECT id FROM options_target_monitors
@@ -104,6 +151,7 @@ def upsert_target_monitor(
             """
             UPDATE options_target_monitors
             SET target_index = ?,
+                profit_rr = ?,
                 underlying = COALESCE(?, underlying),
                 opt_type = COALESCE(?, opt_type),
                 trade_id = COALESCE(?, trade_id),
@@ -115,14 +163,13 @@ def upsert_target_monitor(
                 triggered_at = NULL
             WHERE id = ?
             """,
-            (target_index, underlying, opt_type, trade_id, sheets, int(row["id"])),
+            (tgt_store, rr_store, underlying, opt_type, trade_id, sheets, int(row["id"])),
         )
         mon_id = int(row["id"])
-        # 同一合约其他进行中的委托取消,避免双轨触发重复推送
         conn.execute(
             """
             UPDATE options_target_monitors
-            SET status = 'cancelled', message = '被新目标位覆盖'
+            SET status = 'cancelled', message = '被新目标委托覆盖'
             WHERE inst_id = ? AND id != ? AND status IN ('active', 'closing')
             """,
             (inst_id, mon_id),
@@ -131,13 +178,21 @@ def upsert_target_monitor(
         cur = conn.execute(
             """
             INSERT INTO options_target_monitors
-            (inst_id, underlying, opt_type, target_index, trade_id, sheets, status)
-            VALUES (?, ?, ?, ?, ?, ?, 'active')
+            (inst_id, underlying, opt_type, target_index, profit_rr, trade_id, sheets, status)
+            VALUES (?, ?, ?, ?, ?, ?, ?, 'active')
             """,
-            (inst_id, underlying, opt_type, target_index, trade_id, sheets),
+            (inst_id, underlying, opt_type, tgt_store, rr_store, trade_id, sheets),
         )
         mon_id = int(cur.lastrowid)
-    return {"ok": True, "id": mon_id, "inst_id": inst_id, "target_index": target_index}
+    out: dict[str, Any] = {
+        "ok": True,
+        "id": mon_id,
+        "inst_id": inst_id,
+        "target_index": tgt_store if tgt_store > 0 else None,
+    }
+    if rr_store is not None:
+        out["profit_rr"] = rr_store
+    return out
 
 
 def cancel_target_monitor(conn: sqlite3.Connection, *, inst_id: str | None = None, monitor_id: int | None = None) -> int:
@@ -166,12 +221,19 @@ def cancel_target_monitor(conn: sqlite3.Connection, *, inst_id: str | None = Non
 
 
 def _row_to_target(r: sqlite3.Row) -> dict[str, Any]:
+    tgt = _safe_float(r["target_index"])
+    rr = None
+    try:
+        rr = _safe_float(r["profit_rr"])
+    except (KeyError, IndexError):
+        rr = None
     return {
         "id": int(r["id"]),
         "inst_id": r["inst_id"],
         "underlying": r["underlying"],
         "opt_type": r["opt_type"],
-        "target_index": _safe_float(r["target_index"]),
+        "target_index": tgt if tgt is not None and tgt > 0 else None,
+        "profit_rr": rr if rr is not None and rr > 0 else None,
         "trade_id": r["trade_id"],
         "sheets": r["sheets"],
         "status": r["status"],
@@ -180,16 +242,16 @@ def _row_to_target(r: sqlite3.Row) -> dict[str, Any]:
     }
 
 
+_TARGET_SELECT = (
+    "SELECT id, inst_id, underlying, opt_type, target_index, profit_rr, trade_id, sheets, "
+    "status, message, created_at FROM options_target_monitors"
+)
+
+
 def list_active_targets(conn: sqlite3.Connection) -> list[dict[str, Any]]:
     ensure_target_tables(conn)
     rows = conn.execute(
-        """
-        SELECT id, inst_id, underlying, opt_type, target_index, trade_id, sheets,
-               status, message, created_at
-        FROM options_target_monitors
-        WHERE status = 'active'
-        ORDER BY id DESC
-        """
+        f"{_TARGET_SELECT} WHERE status = 'active' ORDER BY id DESC"
     ).fetchall()
     return [_row_to_target(r) for r in rows]
 
@@ -198,13 +260,7 @@ def list_closing_targets(conn: sqlite3.Connection) -> list[dict[str, Any]]:
     """已挂出平仓单、等待成交的目标(不再重复推送微信)."""
     ensure_target_tables(conn)
     rows = conn.execute(
-        """
-        SELECT id, inst_id, underlying, opt_type, target_index, trade_id, sheets,
-               status, message, created_at
-        FROM options_target_monitors
-        WHERE status = 'closing'
-        ORDER BY id DESC
-        """
+        f"{_TARGET_SELECT} WHERE status = 'closing' ORDER BY id DESC"
     ).fetchall()
     return [_row_to_target(r) for r in rows]
 
@@ -286,23 +342,23 @@ def close_option_by_bid_depth(
         inst_id,
         sheets=sheets,
         require_recycle_gate=True,
-        signal_note="目标位平仓",
+        signal_note="盈亏比平仓",
     )
 
 
-
 def _notify_target_close(
     cfg: dict[str, Any] | None,
     send_wechat: Callable[[str], None] | None,
     *,
     account_label: str,
     inst_id: str,
-    target: float,
-    idx: float,
+    target: float | None,
+    profit_rr: float | None,
+    idx: float | None,
     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."""
+    """目标平仓推送: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:
@@ -312,12 +368,13 @@ def _notify_target_close(
                     cfg,
                     conn,
                     inst_id=inst_id,
-                    reason="目标位平仓",
+                    reason="盈亏比平仓" if profit_rr else "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,
+                    profit_rr=profit_rr,
                 )
                 return
             except Exception:
@@ -325,14 +382,20 @@ def _notify_target_close(
     if not send_wechat:
         return
     try:
+        if profit_rr is not None and profit_rr > 0:
+            rule = f"盈亏比×{profit_rr:g}"
+        elif target is not None:
+            rule = f"目标指数:{target:g}"
+        else:
+            rule = "目标委托"
         send_wechat(
             "\n".join(
                 [
-                    "【OKX期权·目标位平仓】",
+                    "【OKX期权·盈亏比平仓】" if profit_rr else "【OKX期权·目标位平仓】",
                     f"账户:{account_label}",
                     f"合约:{inst_id}",
-                    f"目标指数:{target:g}",
-                    f"触发指数:{idx:g}",
+                    rule,
+                    f"触发指数:{idx:g}" if idx is not None else "触发指数:—",
                     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'}",
@@ -354,18 +417,77 @@ def _result_fully_done(result: dict[str, Any]) -> bool:
     return False
 
 
+def _monitor_should_close(
+    conn: sqlite3.Connection,
+    mon: dict[str, Any],
+    pos: dict[str, Any],
+    *,
+    bid_fn: Callable[[str], float | None] | None,
+    index_fn: Callable[[dict[str, Any]], float | None] | None,
+) -> tuple[bool, float | None]:
+    """返回 (是否触发, 当前指数)."""
+    inst_id = str(mon.get("inst_id") or "")
+    rr = _safe_float(mon.get("profit_rr"))
+    if index_fn is not None:
+        idx = index_fn(pos)
+    else:
+        idx = _safe_float(pos.get("idx_px") or pos.get("idxPx"))
+
+    if rr is not None and rr > 0:
+        premium = sum_open_premium_paid(conn, inst_id)
+        if premium is None or premium <= 0:
+            premium = _safe_float(pos.get("premium_paid"))
+        sheets = _safe_float(mon.get("sheets"))
+        if sheets is None or sheets <= 0:
+            sheets = _safe_float(pos.get("pos") or pos.get("avail_pos") or pos.get("availPos"))
+        ct = _safe_float(pos.get("ct_mult") or pos.get("ctMult")) or 0.01
+        bid = None
+        if bid_fn is not None:
+            try:
+                bid = bid_fn(inst_id)
+            except Exception:
+                bid = None
+        if bid is None:
+            bid = _safe_float(pos.get("bid_px") or pos.get("bidPx") or pos.get("bid"))
+            preview = pos.get("close_preview") if isinstance(pos.get("close_preview"), dict) else {}
+            if bid is None:
+                bid = _safe_float(preview.get("bid") or preview.get("best_bid"))
+        if premium is None or sheets is None:
+            return False, idx
+        return (
+            profit_rr_hit(
+                premium=float(premium),
+                bid=bid,
+                sheets=float(sheets),
+                ct_mult=float(ct),
+                profit_rr=float(rr),
+            ),
+            idx,
+        )
+
+    target = _safe_float(mon.get("target_index"))
+    if target is None or target <= 0 or idx is None:
+        return False, idx
+    opt_type = mon.get("opt_type") or pos.get("opt_type") or pos.get("optType")
+    return (
+        target_hit(opt_type=str(opt_type) if opt_type else None, index_px=idx, target_index=target),
+        idx,
+    )
+
+
 def run_options_target_closes(
     conn: sqlite3.Connection,
     positions: list[dict[str, Any]],
     *,
     close_fn: Callable[[str], dict[str, Any]],
     index_fn: Callable[[dict[str, Any]], float | None] | None = None,
+    bid_fn: Callable[[str], 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.
+    扫描 active 目标委托;盈亏比达标(或旧指数到位)后限价平仓.
     状态先 commit 再推微信,避免 sync 失败回滚导致同一笔反复推送.
     未完全成交进入 closing,仅重试平仓不再推送.
     返回本次新触发(并推送)的条数.
@@ -373,6 +495,15 @@ def run_options_target_closes(
     ensure_target_tables(conn)
     pos_by_inst = {str(p.get("inst_id") or p.get("instId") or ""): p for p in positions}
     live_ids = {k for k in pos_by_inst if k}
+    hedge_managed: set[str] = set()
+    try:
+        from lib.hedge_plan.hedge_plan_db import active_hedge_option_inst_ids, init_hedge_plan_tables
+
+        init_hedge_plan_tables(conn)
+        hedge_managed = active_hedge_option_inst_ids(conn)
+    except Exception:
+        # fail-closed:本轮不执行任何单独目标平仓,避免误平对冲腿
+        return 0
     cancel_orphans_without_position(conn, live_inst_ids=live_ids)
     _commit_monitor(conn)
 
@@ -381,6 +512,15 @@ def run_options_target_closes(
         inst_id = str(mon.get("inst_id") or "")
         if not inst_id:
             continue
+        if inst_id in hedge_managed:
+            mark_monitor(
+                conn,
+                int(mon["id"]),
+                status="expired",
+                message="已移交对冲计划托管,跳过单独目标平仓",
+            )
+            _commit_monitor(conn)
+            continue
         if inst_id not in pos_by_inst:
             mark_monitor(conn, int(mon["id"]), status="expired", message="持仓已平")
             _commit_monitor(conn)
@@ -394,7 +534,7 @@ def run_options_target_closes(
                 status="triggered",
                 trigger_idx=idx,
                 close_ord_id=result.get("close_ord_id"),
-                message="目标位限价平仓完成",
+                message="盈亏比限价平仓完成",
             )
             _commit_monitor(conn)
             continue
@@ -411,23 +551,29 @@ def run_options_target_closes(
     triggered = 0
     for mon in list_active_targets(conn):
         inst_id = str(mon.get("inst_id") or "")
-        target = _safe_float(mon.get("target_index"))
-        if not inst_id or target is None:
+        if not inst_id:
+            continue
+        if inst_id in hedge_managed:
+            mark_monitor(
+                conn,
+                int(mon["id"]),
+                status="expired",
+                message="已移交对冲计划托管,跳过单独目标平仓",
+            )
+            _commit_monitor(conn)
             continue
         pos = pos_by_inst.get(inst_id)
         if not pos:
             continue
-        if index_fn is not None:
-            idx = index_fn(pos)
-        else:
-            idx = _safe_float(pos.get("idx_px") or pos.get("idxPx"))
-        if idx is None:
-            continue
-        opt_type = mon.get("opt_type") or pos.get("opt_type") or pos.get("optType")
-        if not target_hit(opt_type=str(opt_type) if opt_type else None, index_px=idx, target_index=target):
+        should, idx = _monitor_should_close(
+            conn, mon, pos, bid_fn=bid_fn, index_fn=index_fn
+        )
+        if not should:
             continue
 
         result = close_fn(inst_id)
+        rr = _safe_float(mon.get("profit_rr"))
+        target = _safe_float(mon.get("target_index"))
         if result.get("already_flat"):
             mark_monitor(conn, int(mon["id"]), status="expired", trigger_idx=idx, message="持仓已平")
             _commit_monitor(conn)
@@ -445,15 +591,19 @@ def run_options_target_closes(
 
         done = _result_fully_done(result)
         status = "triggered" if done else "closing"
+        hit_msg = (
+            "盈亏比达标限价平仓"
+            if (rr is not None and rr > 0)
+            else "目标位触发限价平仓"
+        )
         mark_monitor(
             conn,
             int(mon["id"]),
             status=status,
             trigger_idx=idx,
             close_ord_id=result.get("close_ord_id"),
-            message="目标位触发限价平仓" if done else "目标位已挂买一限价,等待成交",
+            message=hit_msg if done else "已挂买一限价,等待成交",
         )
-        # 关键:先落库,再推送——否则后续 sync 异常回滚会让同一笔反复推微信
         _commit_monitor(conn)
         triggered += 1
         _notify_target_close(
@@ -462,6 +612,7 @@ def run_options_target_closes(
             account_label=account_label,
             inst_id=inst_id,
             target=target,
+            profit_rr=rr,
             idx=idx,
             result=result,
             conn=conn,

lib/options/templates/options_panel.html

@@ -4,12 +4,15 @@
      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>
+    <div class="flash" style="margin-bottom:12px">期权未启用:请在 <code>crypto_monitor_okx/.env</code> 设置 <code>OKX_OPTIONS_ENABLED=true</code> 及 <code>OKX_API_*</code>(永续与期权共用),然后 <code>pm2 restart crypto_okx --update-env</code>.</div>
+    {% endif %}
+    {% if options_enabled and options_open_allowed is defined and not options_open_allowed %}
+    <div class="flash" style="margin-bottom:12px">当前交易模式为对冲(永期/期期),不可单独开期权;持仓可在此查看/平仓.切换请到 env「交易模式」.</div>
     {% endif %}
 
     <div class="options-dual-grid">
-        <div class="card options-order-card">
-            <h2>期权下单</h2>
+        <div class="card options-order-card"{% if options_open_allowed is defined and not options_open_allowed %} style="opacity:.72"{% endif %}>
+            <h2>期权下单{% if options_open_allowed is defined and not options_open_allowed %} <small class="muted">(对冲模式已禁用开仓)</small>{% endif %}</h2>
             <details class="opt-close-rule opt-open-rule">
                 <summary>开仓规则说明</summary>
                 <div class="opt-close-rule-body">
@@ -18,7 +21,7 @@
                         <li><strong>列表</strong>含卖一/买一;<strong>T 型</strong>仅卖一(买方开仓),中间为跨式双买测算。</li>
                         <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>链展示近 <span id="opt-chain-dte">14</span> 日到期;列表与 T 型默认<strong>平值 + 实值3档 + 虚值3档</strong>,勾选「展开全部」看全部行权价(若当前为实值/虚值筛选会自动切回「全部」)。</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>
@@ -40,7 +43,7 @@
                 <button type="button" class="btn-secondary opt-money-btn active" data-money="all">全部</button>
                 <button type="button" class="btn-secondary opt-money-btn" data-money="itm">实值</button>
                 <button type="button" class="btn-secondary opt-money-btn" data-money="otm">虚值</button>
-                <label id="opt-strike-expand-wrap" class="opt-strike-expand-label" hidden>
+                <label id="opt-strike-expand-wrap" class="opt-strike-expand-label">
                     <input type="checkbox" id="opt-strike-expand-all"> 展开全部
                 </label>
                 <button type="button" class="btn-secondary" id="opt-load-chain">刷新链</button>
@@ -54,6 +57,7 @@
                             <th>类型</th>
                             <th>合约</th>
                             <th>卖一/张</th>
+                            <th title="指数÷卖一(每1币)">杠杆</th>
                             <th>买一/张</th>
                             <th>到期平衡</th>
                             <th>距平衡</th>
@@ -77,7 +81,7 @@
                         </tr>
                     </thead>
                     <tbody id="opt-strike-tbody">
-                        <tr><td colspan="8" class="muted">请选择到期日</td></tr>
+                        <tr><td colspan="9" class="muted">请选择到期日</td></tr>
                     </tbody>
                 </table>
             </div>
@@ -103,17 +107,15 @@
                             </div>
                             <div class="options-estimate-row">
                                 <div class="opt-est-main">
-                                    <label class="btn-secondary opt-order-chip" for="opt-target-idx">目标位(指数)</label>
-                                    <input type="number" id="opt-target-idx" class="opt-target-idx" step="0.1" min="0" placeholder="达价限价平仓"
+                                    <label class="btn-secondary opt-order-chip" for="opt-profit-rr" title="目标盈利=盈亏比×权利金;例2=赚满2倍权利金后全平">盈亏比</label>
+                                    <input type="number" id="opt-profit-rr" class="opt-target-idx" step="0.1" min="0.1" value="2" placeholder="默认2"
                                            autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
-                                    <span class="k">预计价值</span>
-                                    <span id="opt-est-value" class="v">—</span>
-                                    <span class="k">盈利</span>
+                                    <span class="k">目标盈利</span>
                                     <span id="opt-est-profit" class="v">—</span>
-                                    <span class="k">目标杠杆</span>
-                                    <span id="opt-est-leverage" class="v" title="目标位名义价值÷权利金">—</span>
+                                    <span class="k">需回收</span>
+                                    <span id="opt-est-value" class="v" title="权利金+目标盈利">—</span>
                                 </div>
-                                <span class="muted opt-est-note">目标价=监控指数;到位后按买一限价平仓;无止损,到期即止损</span>
+                                <span class="muted opt-est-note">按买一浮盈达盈亏比×权利金后限价全平;不达标等到期;无止损</span>
                             </div>
                             <div class="form-row options-order-mode-row">
                                 <div class="opt-size-mode-bar">
@@ -320,4 +322,4 @@
     </div>
 </div>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/options_panel.js?v=50"></script>
+<script src="/static/options_panel.js?v=60"></script>

lib/options/templates/options_review_panel.html

@@ -185,10 +185,16 @@
 
     {# Tab + 筛选:放在各内容卡片上方,全局作用于下方列表/统计 #}
     <div class="or-toolbar">
-        <div class="or-tabs" role="tablist" aria-label="复盘分类">
+        <div class="or-tabs" role="tablist" aria-label="复盘分类" data-okx-trade-mode="{{ okx_trade_mode|default('options') }}">
+            {% if okx_trade_mode|default('options') == 'options' %}
             <button type="button" class="or-tab active" data-source="option_spot" role="tab">期权交易记录</button>
-            <button type="button" class="or-tab" data-source="options_options" role="tab">期期对冲记录</button>
-            <button type="button" class="or-tab" data-source="perp_options" role="tab">永期对冲记录</button>
+            {% elif okx_trade_mode == 'options_options' %}
+            <button type="button" class="or-tab active" data-source="options_options" role="tab">期期对冲记录</button>
+            {% elif okx_trade_mode == 'perp_options' %}
+            <button type="button" class="or-tab active" data-source="perp_options" role="tab">永期对冲记录</button>
+            {% else %}
+            <button type="button" class="or-tab active" data-source="option_spot" role="tab">期权交易记录</button>
+            {% endif %}
         </div>
         <div class="or-filters">
             <select id="or-filter-uly" autocomplete="off">
@@ -208,9 +214,11 @@
                    data-lpignore="true" data-1p-ignore="true" data-form-type="other" readonly>
             <input type="datetime-local" id="or-filter-from" title="平仓起" autocomplete="off">
             <input type="datetime-local" id="or-filter-to" title="平仓止" autocomplete="off">
+            {% if okx_trade_mode|default('options') == 'options' %}
             <label class="muted">
                 <input type="checkbox" id="or-include-hedge-legs"> 含已归属对冲的期权腿
             </label>
+            {% endif %}
         </div>
     </div>
 
@@ -408,4 +416,4 @@
     </section>
 </div>
 
-<script src="/static/options_review.js?v=22"></script>
+<script src="/static/options_review.js?v=24"></script>

lib/options/templates/options_settings_panel.html

@@ -1,4 +1,3 @@
 {# 期权设置脚本挂载点(卡片在 settings_panel 中拆分) #}
-<div id="options-settings-root" hidden
-     data-sub-account="{{ instance_settings.options_sub_account | default('', true) }}"></div>
-<script src="/static/options_settings.js?v=9"></script>
+<div id="options-settings-root" hidden></div>
+<script src="/static/options_settings.js?v=10"></script>

lib/options/templates/options_settings_swap.html

@@ -1,5 +1,5 @@
 <div class="options-settings-section">
-    <p class="options-settings-hint">主账户资金账户:USDT ↔ USDC 现货市价单.</p>
+    <p class="options-settings-hint">账户资金账户:USDT ↔ USDC 现货市价单.</p>
     <div class="form-row settings-transfer-form options-settings-row">
         <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
                style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">

lib/options/templates/options_settings_transfer.html

@@ -1,5 +1,5 @@
 <div class="options-settings-section">
-    <div class="options-settings-subtitle">主账户内</div>
+    <div class="options-settings-subtitle">账户内划转</div>
     <div class="form-row settings-transfer-form options-settings-row">
         <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
                style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
@@ -22,35 +22,3 @@
     </div>
     <div id="opt-set-int-msg" class="options-settings-msg muted"></div>
 </div>
-
-<div class="options-settings-section">
-    <div class="options-settings-subtitle">
-        主子账户
-        <span class="muted">({{ instance_settings.options_sub_account or '未配置' }})</span>
-    </div>
-    <div class="form-row settings-transfer-form options-settings-row">
-        <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
-               style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
-        <select id="opt-set-cross-dir" aria-label="主子方向" autocomplete="off">
-            <option value="main_to_sub" selected>主 → 子</option>
-            <option value="sub_to_main">子 → 主</option>
-        </select>
-        <select id="opt-set-cross-ccy" aria-label="币种">
-            <option value="USDT" selected>USDT</option>
-            <option value="USDC">USDC</option>
-        </select>
-        <select id="opt-set-cross-from" aria-label="划出账户">
-            <option value="funding" selected>from: 资金</option>
-            <option value="trading">from: 交易</option>
-        </select>
-        <select id="opt-set-cross-to" aria-label="划入账户">
-            <option value="trading" selected>to: 交易</option>
-            <option value="funding">to: 资金</option>
-        </select>
-        <input type="number" id="opt-set-cross-amount" name="cm_opt_cross_amt" min="0.01" step="0.01" placeholder="数量"
-               autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-bwignore="true" data-form-type="other" readonly>
-        <button type="button" class="btn-secondary btn-sm" id="opt-set-cross-all-btn">全部划转</button>
-        <button type="button" class="btn-primary btn-sm" id="opt-set-cross-btn">划转</button>
-    </div>
-    <div id="opt-set-cross-msg" class="options-settings-msg muted"></div>
-</div>