fix(options): speed up chain refresh with fast path and non-blocking UI

Skip full REST tickers when WS is warm, seed subscriptions off-request, and keep the old chain visible while refreshing. Co-authored-by: Cursor <cursoragent@cursor.com>
feat(options): push chain asks/bids via OKX WS + SSE
2026-08-11 12:06:16 +08:00 · 2026-08-11 11:49:49 +08:00 · 2026-08-11 11:21:30 +08:00 · 2026-08-11 11:11:30 +08:00 · 2026-08-11 10:34:14 +08:00 · 2026-08-11 10:21:47 +08:00
60 changed files with 2298 additions and 2877 deletions
@@ -115,10 +115,6 @@ OKX_OPTIONS_ENABLED=false
 OKX_OPTIONS_ACCOUNT_LABEL=账户·期权
 OKX_OPTIONS_TRADE_BUDGET_USDC=10
 OKX_OPTIONS_BUDGET_BUFFER=0.95
-# 全仓复利:开启时隐藏单笔预算且不可用打满;关闭后恢复单笔预算
-OKX_OPTIONS_COMPOUND_FULL_ENABLED=true
-OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED=false
-OKX_OPTIONS_COMPOUND_FULL_CAP_USDC=300
 # 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
@@ -6875,17 +6875,6 @@ def render_main_page(page="trade", embed_mode=None):
        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"),
-        options_compound_full_enabled=os.getenv(
-            "OKX_OPTIONS_COMPOUND_FULL_ENABLED", "true"
-        ).lower()
-        in ("1", "true", "yes", "on"),
-        options_compound_full_cap_enabled=os.getenv(
-            "OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED", "false"
-        ).lower()
-        in ("1", "true", "yes", "on"),
-        options_compound_full_cap_usdc=float(
-            os.getenv("OKX_OPTIONS_COMPOUND_FULL_CAP_USDC") or "300"
-        ),
        options_default_underly=OKX_OPTIONS_DEFAULT_UNDERLY,
        options_chain_ask_liq_filter=os.getenv(
            "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED", "true"
@@ -1,241 +0,0 @@
-# OKX 单笔期权 · 币本位模式（USDT 桥 + 复利）— 开发方案
-
-> 状态:**方案待实现**(按本文落地;改需求先改本文).  
-> 范围:**仅 `crypto_monitor_okx` 单笔期权**;对冲计划(永期/期期)**不接币本位**.  
-> 相关:[期权方案.md](./期权方案.md) · [期权用法.md](./期权用法.md) · [期权开平仓与监控说明.md](./期权开平仓与监控说明.md) · [position-sizing-mode.md](./position-sizing-mode.md)
-
---
-
-## 1. 背景与动机
-
-当前单笔期权仅支持 **USDⓈ 本位**(权利金 **USDC**):人工 USDT→USDC 兑换/划转后,按 `OKX_OPTIONS_TRADE_BUDGET_USDC` 卖一开 / 买一平.
-
-实盘观察:**部分到期与行权附近,币本位期权流动性往往好于 USDC 期权**,更利于「只锁卖一 / 买一」的成交质量.
-
-币本位权利金用 **ETH/BTC** 支付,操作者仍习惯用 **USDT** 思考本金与复利.因此需要一条自动资金桥,并支持交易账户 USDT 滚仓放大.
-
---
-
-## 2. 目标(首版)
-
-1. **env 切换**单笔期权模式:`usdc`(现状) ↔ `coin`(币本位 + USDT↔ETH/BTC 桥).  
-2. **币本位开仓**:按交易账户 USDT 预算 **先买满现货** → 再用币 **尽量开满** 期权(不按权利金精算买币数量).  
-3. **币本位平仓**:期权卖出成功后,**自动现货市价**把剩余标的币卖回 USDT.  
-4. **USDT 全仓复利**:每轮预算默认 = 交易账户 USDT × 缓冲(0.95);赚留在交易户则下一轮自动变大;减规模靠 **人工转走**.  
-5. **可选单笔上限**:开关默认 **关闭**;开启后 `min(账户×0.95, N U)`.  
-6. **有未平单笔期权或桥流程半成品时,拒绝切换模式**.  
-7. **对冲计划**继续只走 USDC 路径;币本位模式下对冲开仓保持不可用或明确提示未支持.
-
---
-
-## 3. 不做(首版外)
-
- 对冲计划(永期/期期)币本位腿或双模式混开  
- 盘中按单笔切换本位(必须 env + 重启/无仓校验)  
- 按权利金精确计算后再买现货(明确不做;见 §5)  
- 自动把资金账户 USDT 划入交易账户(首版只读 **交易账户** 可用 USDT;不足则提示人工划转)  
- 市价平期权(继续沿用现有「买一限价、禁市价平」纪律,除非另改总则)  
- 多笔并行单笔期权仓(维持「一次一仓」)  
- 中控代下币本位期权
-
---
-
-## 4. 模式开关与互斥
-
-### 4.1 env(草案)
-
-| 变量 | 含义 | 默认 |
-|------|------|------|
-| `OKX_OPTIONS_MARGIN_MODE` | `usdc` \| `coin` | `usdc` |
-| `OKX_OPTIONS_TRADE_BUDGET_USDC` | USDC 模式单笔权利金预算上限(现有) | `10` |
-| `OKX_OPTIONS_BUDGET_BUFFER` | 预算缓冲(现有,币本位复利亦用) | `0.95` |
-| `OKX_OPTIONS_COIN_COMPOUND` | 币本位是否按交易户 USDT 复利 | `true`(建议默认开) |
-| `OKX_OPTIONS_COIN_BUDGET_USDT` | 复利关闭时的固定 USDT 预算;或作展示参考 | `10` |
-| `OKX_OPTIONS_COIN_MAX_USDT_ENABLED` | 单笔不超过 N U 开关 | `false`(**默认关**) |
-| `OKX_OPTIONS_COIN_MAX_USDT` | 上限 N(仅开关开启时生效) | 如 `50`(可改) |
-
-说明:
-
- **主路径(复利开 + 上限关)**:`budget_usdt = trading_usdt_available × OKX_OPTIONS_BUDGET_BUFFER`.  
- **上限开**:`budget_usdt = min(上式, OKX_OPTIONS_COIN_MAX_USDT)`.  
- **复利关**:`budget_usdt = OKX_OPTIONS_COIN_BUDGET_USDT × buffer`(或直接固定值,实现时二选一写死一种,避免歧义;推荐 `固定值 × buffer` 与现 USDC 习惯一致).
-
-### 4.2 切换门禁
-
-| 条件 | 行为 |
-|------|------|
-| 本地/交易所存在未平 **单笔期权** 持仓 | **拒绝**切换 `usdc`↔`coin` |
-| 存在未完成桥状态(已买币未开期权、已平期权未卖回 USDT 等) | **拒绝**切换 |
-| 对冲计划运行中 | **不阻断**单笔模式切换,但币本位下对冲仍不可开新币本位腿;UI 标明对冲仅 USDC |
-| 无仓且无半成品 | 允许改 env 并重启后生效 |
-
-启动或保存配置时若检测到「模式与当前持仓族不一致」,应拒绝进入交易或强制只读提示,避免按错误货币计价.
-
---
-
-## 5. 币本位资金桥与开平流水
-
-### 5.1 开仓(先买满,再开满)
-
-```
-1. 读取交易账户 USDT 可用
-2. 计算 budget_usdt(§4.1)
-3. 现货市价:用约 budget_usdt 买入标的币(ETH 或 BTC,与所选期权一致)
-4. 用账户中可用于权利金的标的币,按卖一限价尽量开满币本位期权
-   - 受:最小张数、卖一深度、单笔一仓规则约束
-   - 不要求「币数量精确等于权利金」;允许开满后仍残留部分币
-5. 本地记录本轮:模式=coin、budget_usdt、买入币数量/成本、期权成交、桥状态=holding
-```
-
-### 5.2 平仓(先平期权,再卖回 USDT)
-
-```
-1. 按现有纪律买一限价卖出期权(可分批深度)
-2. 期权仓清零(或本轮目标完成)后:
-   现货市价卖出账户内「本桥残留 + 平仓回收」相关标的币 → USDT
-3. 桥状态=closed;交易账户 USDT 更新 → 下一轮自动按新余额复利
-```
-
-### 5.3 失败回滚(必须)
-
-| 失败点 | 处理 |
-|--------|------|
-| 现货买入失败 | 不开期权;报错 |
-| 现货买入成功、期权开仓失败/无卖一 | **自动市价卖回 USDT**;桥状态回滚;告警 |
-| 期权平仓成功、现货卖回失败 | 持仓显示/告警 **「待卖回 USDT」**;提供仅重试卖币接口;拒绝新开仓直至清理 |
-| 半成品状态下进程重启 | 启动扫描未完成桥,提示或自动尝试卖回 |
-
---
-
-## 6. 复利与「人工转走」
-
-### 6.1 口径
-
- **加仓/放大**:利润留在 **交易账户 USDT**,下一轮 `×0.95` 自动变大(例:10U 一轮后约 20U → 下一轮约 19U 预算).  
- **缩小**:运营者 **人工** 将 USDT 转出交易账户(划转到资金账户/提现/他用);系统不自动「复位到 10U」.  
- **单笔上限开关**(`OKX_OPTIONS_COIN_MAX_USDT_ENABLED`):  
-  - **默认关闭** → 纯靠人工转走控规模.  
-  - **开启** → `min(账户×0.95, N)`，防止单笔过大.
-
-### 6.2 与永续「全仓」的关系
-
-思想同类(吃可用 × 缓冲),但资产不同:
-
- 永续全仓:USDT 保证金 × 杠杆 → 合约名义  
- 币本位单笔:USDT × 缓冲 → 现货币 → 期权权利金  
-
-**不要**复用 `POSITION_SIZING_MODE=full_margin` 直接驱动期权;用 §4.1 独立开关,避免永续模式与期权桥耦合.
-
-### 6.3 一次一仓
-
-复利放大后必须坚持:**同时仅一个单笔期权仓**.新开前检查无持仓、无「待卖回」半成品.
-
---
-
-## 7. 产品与 UI
-
-### 7.1 模式可见性
-
- 顶栏或期权设置页展示当前:`单笔期权模式: USDC / 币本位`.  
- 币本位时展示:交易户 USDT、本轮预估预算(`×0.95` 与是否触达 N 上限)、桥状态.  
- USDC 模式保持现有 USDC 余额与预算展示.
-
-### 7.2 开仓按钮文案(示例)
-
- 币本位:`买币并开仓(预算 ≈ xx USDT)`  
- 确认框写明:将市价买 ETH/BTC → 限价买期权;失败会尝试卖回 USDT.
-
-### 7.3 对冲
-
- 币本位模式下:对冲计划入口保持「仅 USDC / 未支持币本位」禁用或只读测算.  
- 不在此模式自动把对冲预算改成 USDT 桥.
-
-### 7.4 复盘字段(建议)
-
-单笔 round-trip 尽量可拆:
-
- 期权腿盈亏(币或折合 USDT)  
- 桥兑换盈亏(买币成本 vs 卖币回收)  
- 合计 USDT 变化(对复利最有意义)
-
-首版若难拆细,至少记录:**开仓前 USDT、平仓卖币后 USDT、差值**.
-
---
-
-## 8. 技术要点
-
-### 8.1 合约与报价
-
- USDC 模式:继续 `ETH-USD_UM` / `BTC-USD_UM` 等现有路径.  
- 币本位模式:走 OKX **币本位期权**合约族(实现时以 OKX/ccxt 实际 `instId`/settle 为准,写入适配层,勿与 UM 混用同一计价假设).  
- 权利金与张数换算按币本位规则单独实现;复用「卖一开、买一平、深度校验」状态机,不复用 USDC 金额公式硬套.
-
-### 8.2 模块建议
-
-| 块 | 职责 |
-|----|------|
-| 模式读取 + 门禁 | env、有仓拒切、启动一致性 |
-| `options_spot_bridge_lib`(名可调) | USDT↔币 市价买卖、回滚、待卖回重试 |
-| 开平编排 | 买满 → 开满 → 平 → 卖回 状态机 |
-| 定价/张数 | 币本位分支 |
-| UI/API | 预算预览、确认、半成品提示 |
-
-现货下单可与现有账户兑换/划转能力并列,但 **桥必须可自动、可回滚**,与「人工 USDT→USDC」不同.
-
-### 8.3 权限与账户
-
- API 需具备:交易账户现货市价、期权开平.  
- 预算只认 **交易账户 USDT**;资金账户有钱但交易户不足 → 明确提示先划转(首版不自动划).
-
-### 8.4 测试
-
- 预算计算:复利开/关、上限开/关、余额边界.  
- 状态机:开仓失败回滚卖币;平仓后卖币失败 → 待卖回 → 重试成功.  
- 门禁:有仓切换拒绝;一次一仓.  
- 回归: `margin_mode=usdc` 时行为与现网一致;对冲仍仅 USDC.
-
---
-
-## 9. 验收标准
-
-1. `usdc` 模式:单笔期权行为与现网一致.  
-2. `coin` 模式:一轮开平后交易户 USDT 变化符合「买币→期权→卖币」;无异常残留币(或残留时必有待卖回告警).  
-3. 复利:人为把交易户从约 10U 做到约 20U 后,下一轮预览预算约为 `20×0.95`(上限关闭时).  
-4. 上限开关默认关;开启后预算不超过 N.  
-5. 有持仓或半成品时切换模式被拒绝.  
-6. 币本位下对冲不能误开币本位腿.  
-7. 开仓失败自动卖回 USDT,不留下无主现货.
-
---
-
-## 10. 实现顺序建议
-
-1. 模式 env + 有仓/半成品门禁 + UI 展示当前模式  
-2. 现货桥(买/卖/回滚/待卖回) + 单测  
-3. 币本位合约适配 + 卖一开/买一平接入编排  
-4. 复利预算预览与开仓确认  
-5. 上限开关  
-6. 文档:`期权用法.md` 增补币本位章节;`更新文档.md` 记一笔  
-
---
-
-## 11. 决策摘要(已拍板)
-
-| 决策 | 结论 |
-|------|------|
-| 对冲 | 暂不接币本位 |
-| 单笔模式 | env:`usdc` ↔ `coin` |
-| 有持仓切换 | **拒绝** |
-| 买币方式 | **先买满预算 USDT 对应的币,再开满期权**(不按权利金精算) |
-| 复利 | 交易账户 USDT × 0.95;人工转走控规模 |
-| 单笔不超过 N U | **独立开关,默认关闭** |
-| 动机 | 币本位流动性往往优于 USDC,利于成交 |
-
---
-
-## 12. 风险与说明
-
- 现货双边手续费与滑点会吃掉部分「名义预算」;小资金下占比更明显.  
- 持仓期间若账户内残留标的币,平仓卖回时含现货汇率盈亏,需与期权腿区分看待.  
- 流动性优势随到期、行权、标的变化,不保证每一张合约都厚于 USDC;开仓仍以当场卖一深度为准.  
- 本方案不改变「符合机会才做、不符合就等」的交易纪律;仅改单笔期权的资金路径与合约族.
@@ -1,233 +0,0 @@
-# 实盘下单 · 盘口深度预览 — 开发方案
-
-> 状态:**方案待实现**(按本文落地;改需求先改本文).  
-> 范围:**三所实例**实盘下单监控(Binance / OKX / Gate);中控嵌入同一表单时一并带上.  
-> 相关:[manual-order-rr-preview.md](./manual-order-rr-preview.md) · [position-sizing-mode.md](./position-sizing-mode.md) · 期权侧已有「卖一开 / 买一平」深度硬约束(本方案**不照搬硬挡**,首版以预览为主).
-
---
-
-## 1. 背景与问题
-
-实盘下单表单目前只展示 **标的现价/标记价**,再按止损与计仓模式算出预估风险 / 预估 RR.
-
- **资金小**:名义仓位通常远小于盘口前几档,市价成交贴近买卖一,现价参考够用.  
- **资金大**(尤其 `POSITION_SIZING_MODE=full_margin`):名义 = 可用保证金 × 缓冲 × 杠杆,容易到数十万 U. 市价单会沿对手盘穿档,入场均价偏离「现价」后,止损距离与有效盈亏比都会偏.
-
-典型例子:
-
-| 条件 | 含义 |
-|------|------|
-| 可用约 1 万 U,20 倍杠杆,全仓 | 计划名义约 **20 万 U** |
-| **市价做空** | 立刻卖出 ≈ 20 万 U 名义 → 吃 **买单(bid)** |
-| **市价做多** | 立刻买入 ≈ 20 万 U 名义 → 吃 **卖单(ask)** |
-
-用户需要的不是整本订单簿娱乐墙,而是回答:
-
-> 当前计划名义下,对手盘前几档**能不能接住**,接住后的**预估均价 / 滑点**大概多少?
-
---
-
-## 2. 目标(首版)
-
-在「实盘下单监控」开仓区增加 **计划名义 vs 对手盘深度** 的只读预览:
-
-1. 按当前表单算出的 **计划名义(USDT)** 与 **方向**,取对应一侧盘口.  
-2. 从最优档往外累加,直到累计名义 ≥ 计划名义(或盘口耗尽).  
-3. 展示:吃到第几档、累计可吸收名义、预估成交均价(VWAP)、相对参考价的滑点(bps 或 %).  
-4. **不拦截下单**(首版);可选标黄提示,见 §6.
-
-与现有「预估风险 / 预估盈利 / 预估盈亏比」并列,作为下单前参考,不替代服务端风控与交易所真实成交.
-
---
-
-## 3. 不做(首版外)
-
- 完整 20/50 档盘口图、深度图动画、WebSocket 持续推送盘口(首版 REST 轮询即可)  
- 按深度 **自动缩仓** 或 **禁止开仓**(期权硬约束那套;列为二期,见 §10)  
- 限价挂单的「挂单价到盘口距离」专项(可后加;首版聚焦市价吃单路径)  
- 平仓/止损单穿档预估(开仓侧先做;平仓可二期)  
- 改开仓逻辑、改计仓公式、改交易所下单路径  
- 中控独立深度页或跨所聚合盘口
-
---
-
-## 4. 产品规则
-
-### 4.1 对手盘方向
-
-| 用户方向 | 市价开仓动作 | 累加侧 |
-|----------|--------------|--------|
-| 做多(long) | 买入 | **卖盘 asks**(卖一 → 卖 N) |
-| 做空(short) | 卖出 | **买盘 bids**(买一 → 买 N) |
-
-### 4.2 计划名义从哪来
-
-与现有开仓计仓一致,优先复用服务端已有 sizing 口径(避免前后端各算一套):
-
-| 计仓模式 | 计划名义 |
-|----------|----------|
-| `full_margin` | `notional_value` ≈ 可用 × 缓冲 × 杠杆(与 `compute_full_margin_sizing` 一致) |
-| `risk`(以损定仓) | 由风险金额与止损距离反推的仓位名义(与现开仓 `add_order` 路径一致) |
-
-表单未填齐止损/方向/币种、或无法取可用保证金时:深度预览显示「—」,不报错打断填写.
-
-### 4.3 参考价与滑点
-
- **参考价**:优先与表单现价条同一口径(标记价/最新价,跟现有 `symbol_live_price` / `order_defaults` 一致).  
- **预估均价(VWAP)**:按所吃各档 `价格 × 该档名义` 加权.  
- **滑点**:
-  - 做多: `(vwap - ref) / ref`(越正越差)
-  - 做空: `(ref - vwap) / ref`(越正越差)
- 展示可用 **bps**(1 bps = 0.01%)或 `%`,UI 统一一种即可(建议 bps,大单更直观).
-
-### 4.4 盘口档数
-
- 请求深度建议 **5～20 档**(实现时三所取各自 API 稳妥上限,默认 20).  
- 累加只展示「覆盖计划名义所需」的档位摘要,不必把未吃到的远档全部渲染.  
- 若累加后仍 `< 计划名义`:明确写 **深度不足 / 缺口约 X U**,不要伪装成已完全覆盖.
-
-### 4.5 文案示例(空单 20 万 U)
-
-```
-对手盘(买):买一～买4 累计约 23.1 万 U · 预估均价 63480(相对现价约 5 bps)
-```
-
-深度不足时:
-
-```
-对手盘(买):前 20 档累计约 12.4 万 U · 缺口约 7.6 万 U · 预估均价按已有档估算(仅供参考)
-```
-
---
-
-## 5. 界面位置
-
-放在实盘下单开仓区、现有预览条附近,避免抢主按钮视觉:
-
-| 区域 | 建议 |
-|------|------|
-| 现价条旁或下方 | 一行摘要即可(§4.5) |
-| `#order-plan-preview` | 可增一项「盘口深度」或独立 `#order-depth-preview` |
-| 详细档位 | 首版可不展开;若展开,仅列出已累加到的那几档(价/量/累计名义) |
-
-小资金且滑点低于阈值时,可用灰色弱提示「前 N 档已覆盖,滑点可忽略」,避免噪音.
-
---
-
-## 6. 提示阈值(软提示,不挡单)
-
-建议可配置(`.env`,有默认值),仅影响颜色/文案:
-
-| 变量(草案) | 含义 | 默认建议 |
-|------------|------|----------|
-| `MANUAL_DEPTH_WARN_BPS` | 预估滑点 ≥ 此值标黄 | `5` |
-| `MANUAL_DEPTH_ALERT_BPS` | 预估滑点 ≥ 此值标红/强调 | `15` |
-| `MANUAL_DEPTH_SHORTFALL_WARN` | 累计名义 < 计划名义时强调 | 开 |
-
-首版:**不**因此 `disabled` 开仓按钮;与期权「无卖一禁止开仓」区分开.
-
---
-
-## 7. 技术设计
-
-### 7.1 API(三所各暴露,或抽到 `lib/` 共用 handler)
-
-建议新增(名称可微调):
-
-`GET /api/order_depth_preview`
-
-| 参数 | 说明 |
-|------|------|
-| `symbol` | 与开仓表单一致 |
-| `direction` | `long` / `short` |
-| `sl` / `sl_pct` / `fixed_rr` / `sltp_mode` 等 | 以损定仓算名义时需要;全仓模式可只传 symbol+direction |
-| 或直接传 `notional_usdt` | 若前端已从其它 preview API 拿到名义,可减少重复计算(**二选一,实现时定一种主路径**) |
-
-响应草案:
-
-```json
-{
-  "ok": true,
-  "side": "bid",
-  "ref_px": 63512.3,
-  "plan_notional_usdt": 200000,
-  "covered_notional_usdt": 231000,
-  "shortfall_usdt": 0,
-  "levels_used": 4,
-  "vwap": 63480.0,
-  "slippage_bps": 5.1,
-  "levels": [
-    {"px": 63510, "sz": "...", "notional_usdt": 50000, "cum_notional_usdt": 50000}
-  ],
-  "msg": ""
-}
-```
-
-失败(拉盘口失败、币种无效):`ok=false` + 简短 `msg`;前端显示「深度暂不可用」,不影响开仓。
-
-### 7.2 交易所盘口
-
-| 所 | 合约盘口 | 注意 |
-|----|----------|------|
-| Binance | USD-M 深度 | 数量单位换算成 USDT 名义 |
-| OKX | swap books | 同左;与期权 `fetch_option_book_depth` **分开**,勿混用期权接口 |
-| Gate | futures order book | 同左 |
-
-公共逻辑建议落在 `lib/trade/`(例如 `manual_order_depth_preview_lib.py`):输入档位列表 + 计划名义 + 方向 → 输出 VWAP / 缺口 / levels_used.  
-各所只负责 **拉 book + 单位换算成 USDT 名义**.
-
-### 7.3 前端
-
- 共享脚本(建议):`lib/common/static/manual_order_depth_preview.js`  
- 与 `manual_order_rr_preview.js` 同样在币种/方向/止损/模式变更时 debounce 刷新  
- 轮询间隔建议 3～5s(仅表单可见且字段有效时);切页或无焦点可停  
- 三所 `index` / 嵌入 fragment 引入同一脚本
-
-### 7.4 测试
-
- 纯函数:给定假盘口 + 名义,断言 `levels_used` / `vwap` / `shortfall`  
- 方向: long 只吃 ask, short 只吃 bid  
- 深度不足与刚好覆盖边界  
- 不要求联调真盘口也能合入(真盘口可手工验一次 BTC/山寨对比)
-
---
-
-## 8. 验收标准
-
-1. 全仓 + 已知杠杆下,预览「计划名义」与开仓实际计仓名义同量级(允许四舍五入误差).  
-2. 市价空只反映买盘累加;市价多只反映卖盘累加.  
-3. BTC 厚盘:小名义常显示「前 1～2 档已覆盖、滑点很低」.  
-4. 人为放大名义或选薄流动性标的:能看到多档累加或「深度不足」.  
-5. 拉盘口失败时不阻断开仓按钮.  
-6. 中控嵌入实盘下单同样可见(与实例页同源表单).
-
---
-
-## 9. 实现顺序建议
-
-1. `lib/trade` 累加/VWAP 纯函数 + 单测  
-2. 一所(建议 OKX 或当前主力所)拉 book + API + 前端一行预览  
-3. 抽换算差异,补 Binance / Gate  
-4. 接入软提示阈值与文案打磨  
-5. 文档验收记录补进本文或 `docs/更新文档.md`
-
---
-
-## 10. 二期(明确不做进首版)
-
-| 项 | 说明 |
-|----|------|
-| 深度不够自动缩名义 | 类似期权 `cap_by_ask_depth` |
-| 滑点超阈值二次确认 / 禁止市价 | 产品确认后再做硬门禁 |
-| 平仓与止损穿档预估 | 持仓卡或平仓按钮旁 |
-| WS 盘口 | 降低 REST 压力、更即时 |
-| 限价开仓:挂单价相对盘口位置 | 另一套提示 |
-
---
-
-## 11. 决策摘要(已拍板)
-
- **要做**:按计划名义展示「覆盖该名义所需」的对手盘摘要 + 预估均价/滑点.  
- **做空看买单,做多看卖单**.  
- **首版只展示 + 软提示,不挡单**.  
- **不为小资金做整屏盘口墙**;大名义时深度预览才有关键决策价值.
@@ -47,13 +47,6 @@
 - 首次通过后,同仓**续批**只再验流动性,不再重跑 2 分钟计时.
 - 无有效买一或门控未就绪 → 本轮不挂单,等下一轮;已有未成交卖平单则等成交,不撤了重挂.

-### 2.4 翻倍出场(可选)
-
- 开仓勾选或持仓卡开启;倍数默认 **1**(盈利金额 = 初始权利金).
- 触发条件:买一可回收 ≥ 权利金 × (1 + 倍数);达标后走买一限价平,**不再**额外卡「回收≥2×」门控(倍数本身已是出场条件).
- 可随时关闭;与目标位监控并行,谁先达标谁平.
- 与「翻倍提醒」独立:提醒只推微信,翻倍出场会真正挂平仓单.
-
 ---

 ## 3. 监控逻辑
@@ -65,21 +58,19 @@
 | 未成交委托 | 期权下单区右侧「委托」列表展示开/平仓限价单,可手动撤销;页面轮询刷新 |
 | 平仓挂单超时 | 卖出平仓限价超 TTL 未成交 → 自动撤单(默认 10 分钟) |
 | 目标位 | 独立监控表;触发后买一平;推送企业微信(防重复) |
-| 翻倍出场 | 开仓/持仓可开关;自选倍数(默认1);1倍=盈利等于权利金(可回收≥2×权利金)达标后买一限价平;可随时关闭;与目标位并行 |
-| 翻倍提醒 | 未实现口径达权利金 × `OKX_OPTIONS_PROFIT_ALERT_RATIO` 时推送一次(仅提醒,不平仓) |
+| 翻倍提醒 | 未实现口径达权利金 × `OKX_OPTIONS_PROFIT_ALERT_RATIO` 时推送一次 |
 | 到期 | 无系统止损;到期交割/保险腿自灭(对冲计划另有退出规则) |

 ---

 ## 4. 平仓校验(门控)

-| 门控 | 手动买一平 | 目标自动平 | 翻倍出场 | 说明 |
-|------|------------|------------|----------|------|
-| 有效流动性 | ✅ 必验 | ✅ 必验 | ✅ 必验 | 残档买一 / 无买一 → 拒平 |
-| 回收 ≥ 2× 权利金 + 持续 hold | ❌ | ✅ 首次 | ❌(倍数即条件) | 目标平仓专用门控 |
-| 回收 ≥ 权利金×(1+倍数) | ❌ | ❌ | ✅ 触发条件 | 1倍 ⇒ 回收≥2×权利金 |
-| 锁定买一价 | ✅ | ✅ | ✅ | 下单价 = 通过校验时的买一 |
-| 市价兜底 | ❌ | ❌ | ❌ | 永不市价 |
+| 门控 | 手动买一平 | 目标自动平 | 说明 |
+|------|------------|------------|------|
+| 有效流动性 | ✅ 必验 | ✅ 必验 | 残档买一 / 无买一 → 拒平 |
+| 回收 ≥ 2× 权利金 + 持续 hold | ❌ | ✅ 首次 | 通过后同仓续批只验流动性 |
+| 锁定买一价 | ✅ | ✅ | 下单价 = 通过校验时的买一 |
+| 市价兜底 | ❌ | ❌ | 永不市价 |

 ---

@@ -1165,11 +1165,9 @@
    fillExpSelect($("hp-oo-exp-select"), d);
    renderListStrikes();
    renderTStrikes();
-    if (d.index_px) {
-      // 盈亏比默认2,不随指数自动改写
-      if ($("hp-profit-rr") && !$("hp-profit-rr").value) {
-        $("hp-profit-rr").value = "2";
-      }
+    // 期期盈亏比默认 2,不再用指数自动填上破/下破
+    if ($("hp-oo-rr") && !$("hp-oo-rr").value) {
+      $("hp-oo-rr").value = "2";
    }
  }

@@ -1578,7 +1576,7 @@
    if ($("hp-contracts")) $("hp-contracts").value = "";
    if ($("hp-tp")) $("hp-tp").value = "";
    if ($("hp-sl")) $("hp-sl").value = "";
-    if ($("hp-profit-rr")) $("hp-profit-rr").value = "2";
+    if ($("hp-oo-rr")) $("hp-oo-rr").value = "2";
    if ($("hp-sel-inst")) $("hp-sel-inst").textContent = "—";
    if ($("hp-premium-line")) $("hp-premium-line").textContent = "";
    if ($("hp-oo-sheets-a")) {
@@ -1614,11 +1612,11 @@
        if (!matchesOoMoneyFilter(state.legA) || !matchesOoMoneyFilter(state.legB)) {
          throw new Error("期期两腿须为平值或虚值,不可选实值");
        }
-        const rr = Number(($("hp-profit-rr") && $("hp-profit-rr").value) || 0);
-        if (!(rr > 0)) throw new Error("请填写盈亏比(须大于0,默认2)");
+        const rr = numInput("hp-oo-rr", 2);
+        if (!(rr > 0)) throw new Error("请填写盈亏比(相对权利金,默认2)");
        body = {
          plan_type: "options_options",
-          profit_rr: rr,
+          oo_profit_rr: rr,
          index_px: indexPx() || 0,
          leg_a: legPayload(state.legA, ooSheets("hp-oo-sheets-a")),
          leg_b: legPayload(state.legB, ooSheets("hp-oo-sheets-b")),
@@ -1711,34 +1709,44 @@
            fmt(s.premium_paid) +
            (s.hedge_ratio_at_sl != null ? " · 止损对冲率 " + fmt(s.hedge_ratio_at_sl) + "%" : "");
        } else {
-          const rrTarget = s.profit_rr != null ? s.profit_rr : null;
-          let rrLine = "";
-          if (rrTarget != null) {
-            rrLine =
-              " · 目标盈亏比 " +
-              fmt(rrTarget, 2) +
-              '<span class="muted">（盈利金额/总权利金）</span>';
-          } else if (s.rr_at_up != null || s.rr_at_down != null) {
-            rrLine =
-              " · 盈亏比 上破 " +
-              fmtRr(s.rr_at_up) +
-              (s.at_target_down_total != null ? " / 下破 " + fmtRr(s.rr_at_down) : "") +
-              '<span class="muted">（亏=全额保费 ' +
-              fmt(s.rr_risk_premium != null ? s.rr_risk_premium : s.premium_paid) +
-              "）</span>";
+          const rr = s.oo_profit_rr != null ? s.oo_profit_rr : s.rr_target;
+          const tgt = s.target_profit != null ? s.target_profit : s.at_target_total;
+          if (rr != null) {
+            summary.innerHTML =
+              "盈亏比 ×" +
+              fmt(rr, 2) +
+              " · 目标盈利 " +
+              fmtPnlHtml(tgt) +
+              " · 到期现价 " +
+              fmtPnlHtml(s.expiry_flat_total) +
+              " · 保费 " +
+              fmt(s.premium_paid) +
+              '<span class="muted">（达标全平;不达标等到期）</span>' +
+              (s.expiry_is_loss ? " · 到期现价情景为亏" : "");
+          } else {
+            const upTot = s.at_target_up_total != null ? s.at_target_up_total : s.at_target_total;
+            const dnTot = s.at_target_down_total;
+            let rrLine = "";
+            if (s.rr_at_up != null || s.rr_at_down != null) {
+              rrLine =
+                " · 盈亏比 上破 " +
+                fmtRr(s.rr_at_up) +
+                (dnTot != null ? " / 下破 " + fmtRr(s.rr_at_down) : "") +
+                '<span class="muted">（亏=全额保费 ' +
+                fmt(s.rr_risk_premium != null ? s.rr_risk_premium : s.premium_paid) +
+                "）</span>";
+            }
+            summary.innerHTML =
+              "上破 " +
+              fmtPnlHtml(upTot) +
+              (dnTot != null ? " · 下破 " + fmtPnlHtml(dnTot) : "") +
+              " · 到期现价 " +
+              fmtPnlHtml(s.expiry_flat_total) +
+              " · 保费 " +
+              fmt(s.premium_paid) +
+              rrLine +
+              (s.expiry_is_loss ? " · 到期无盈利(记总亏损)" : "");
          }
-          const aTot = s.at_rr_a_full_total != null ? s.at_rr_a_full_total : s.at_target_up_total;
-          const bTot = s.at_rr_b_full_total != null ? s.at_rr_b_full_total : s.at_target_down_total;
-          summary.innerHTML =
-            (rrTarget != null ? "腿A达标 " : "上破 ") +
-            fmtPnlHtml(aTot) +
-            (bTot != null ? (rrTarget != null ? " · 腿B达标 " : " · 下破 ") + fmtPnlHtml(bTot) : "") +
-            " · 到期现价 " +
-            fmtPnlHtml(s.expiry_flat_total) +
-            " · 保费 " +
-            fmt(s.premium_paid) +
-            rrLine +
-            (s.expiry_is_loss ? " · 到期无盈利(记总亏损)" : "");
        }
      }
      if (!tbody) return;
@@ -2055,7 +2063,7 @@
      "hp-tp",
      "hp-sl",
      "hp-sheets",
-      "hp-profit-rr",
+      "hp-oo-rr",
    ]);
    if ($("hp-preview-btn"))
      $("hp-preview-btn").addEventListener("click", function () {
@@ -2168,8 +2176,8 @@
    if (p.plan_type === "perp_options") {
      return "止盈 " + fmt(p.tp) + " · 止损 " + fmt(p.sl);
    }
-    if (p.profit_rr != null && Number(p.profit_rr) > 0) {
-      return "盈亏比 " + fmt(p.profit_rr, 2);
+    if (p.oo_profit_rr != null && Number(p.oo_profit_rr) > 0) {
+      return "盈亏比 ×" + fmt(p.oo_profit_rr, 2) + "（达标全平）";
    }
    return "上破 " + fmt(p.target_price_up || p.target_price) + " · 下破 " + fmt(p.target_price_down || p.target_price);
  }
@@ -2330,9 +2338,10 @@
      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",
-      profit_rr_win_leg: "期期盈亏比达标·平盈利腿",
-      oo_rest_closing: "期期残值平·清亏损腿中",
-      oo_rest_closed: "期期残值平·两腿已平",
+      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",
      orphaned_option_expiry: "残腿到期",
      hold_to_expiry: "持有至到期",
@@ -2405,20 +2414,18 @@
          "x · 张数 " +
          fmt(p.perp_size, 4) +
          "</div>";
+      } else if (p.oo_profit_rr != null && Number(p.oo_profit_rr) > 0) {
+        html +=
+          "<div><span class=\"muted\">盈亏比</span> ×" +
+          fmt(p.oo_profit_rr, 2) +
+          "（浮盈达标全平;不达标等到期）</div>";
      } else {
-        if (p.profit_rr != null && Number(p.profit_rr) > 0) {
-          html +=
-            "<div><span class=\"muted\">盈亏比</span> " +
-            fmt(p.profit_rr, 2) +
-            " <span class=\"muted\">(盈利金额/总权利金)</span></div>";
-        } else {
-          html +=
-            "<div><span class=\"muted\">目标价</span> 上破 " +
-            fmt(p.target_price_up || p.target_price) +
-            " · 下破 " +
-            fmt(p.target_price_down || p.target_price) +
-            "</div>";
-        }
+        html +=
+          "<div><span class=\"muted\">目标价</span> 上破 " +
+          fmt(p.target_price_up || p.target_price) +
+          " · 下破 " +
+          fmt(p.target_price_down || p.target_price) +
+          "</div>";
      }
      html +=
        "<div><span class=\"muted\">权利金合计</span> " +
@@ -2634,12 +2641,12 @@
        if (!matchesOoMoneyFilter(state.legA) || !matchesOoMoneyFilter(state.legB)) {
          throw new Error("期期两腿须为平值或虚值,不可选实值");
        }
-        const rr = Number(($("hp-profit-rr") && $("hp-profit-rr").value) || 0);
-        if (!(rr > 0)) throw new Error("请填写盈亏比(须大于0,默认2)");
+        const rr = numInput("hp-oo-rr", 2);
+        if (!(rr > 0)) throw new Error("请填写盈亏比(相对权利金,默认2)");
        body = {
          plan_type: "options_options",
          underlying: state.underlying,
-          profit_rr: rr,
+          oo_profit_rr: rr,
          index_px: indexPx() || 0,
          oo_close_mode: state.ooCloseModeEnabled ? state.ooCloseMode : "hold_expiry",
          oo_sheets_mode: state.ooSheetsMode || "same_sheets",
@@ -202,7 +202,6 @@
  function renderEnvFieldRow(field) {
    const row = document.createElement("div");
    row.className = "env-field-row" + (field.restart_required ? " env-field-row--restart" : "");
-    row.dataset.envKey = field.key;
    const label = document.createElement("label");
    label.className = "env-field-label";
    label.htmlFor = "env-f-" + field.key;
@@ -295,10 +294,6 @@
    input.dataset.envKey = field.key;
    input.className = "env-field-input";
    row.appendChild(input);
-    if (field.hidden) {
-      row.hidden = true;
-      row.style.display = "none";
-    }
    return row;
  }

@@ -350,41 +345,9 @@
    body.appendChild(panelsWrap);
    body.dataset.envModeSectionIdx = String(modeSectionIdx);
    bindTradeModeAutoRefresh(body);
-    bindCompoundBudgetVisibility(body);
    return body;
  }

-  function envFieldRowByKey(body, key) {
-    if (!body || !key) return null;
-    const byRow = body.querySelector('.env-field-row[data-env-key="' + key + '"]');
-    if (byRow) return byRow;
-    const input = body.querySelector('.env-field-input[data-env-key="' + key + '"]');
-    return input ? input.closest(".env-field-row") : null;
-  }
-
-  function syncCompoundBudgetVisibility(body) {
-    if (!body) return;
-    const compoundSel = body.querySelector(
-      '.env-field-input[data-env-key="OKX_OPTIONS_COMPOUND_FULL_ENABLED"]'
-    );
-    const budgetRow = envFieldRowByKey(body, "OKX_OPTIONS_TRADE_BUDGET_USDC");
-    if (!budgetRow) return;
-    const compoundOn = !compoundSel || String(compoundSel.value || "").toLowerCase() === "true";
-    budgetRow.hidden = compoundOn;
-    budgetRow.style.display = compoundOn ? "none" : "";
-  }
-
-  function bindCompoundBudgetVisibility(body) {
-    if (!body) return;
-    syncCompoundBudgetVisibility(body);
-    const compoundSel = body.querySelector(
-      '.env-field-input[data-env-key="OKX_OPTIONS_COMPOUND_FULL_ENABLED"]'
-    );
-    if (!compoundSel || compoundSel.dataset.compoundBudgetBound === "1") return;
-    compoundSel.dataset.compoundBudgetBound = "1";
-    compoundSel.addEventListener("change", () => syncCompoundBudgetVisibility(body));
-  }
-
  function bindTradeModeAutoRefresh(body) {
    const modeSel = body.querySelector('.env-field-input[data-env-key="OKX_TRADE_MODE"]');
    if (!modeSel || modeSel.dataset.modeRefreshBound === "1") return;
@@ -579,10 +542,7 @@
    loadEnvConfig(false);
    const root = envConfigRoot();
    const body = root && root.querySelector("#env-config-body");
-    if (body) {
-      bindTradeModeAutoRefresh(body);
-      bindCompoundBudgetVisibility(body);
-    }
+    if (body) bindTradeModeAutoRefresh(body);
    if (global.__INSTANCE_DISPLAY__) applyDisplayToNav(global.__INSTANCE_DISPLAY__);
  }

@@ -2494,11 +2494,6 @@ html[data-theme="light"] .journal-detail-img-thumb {
  min-width: 0;
 }

-/* display:flex 会盖掉 UA [hidden];全仓复利开时隐藏单笔预算等依赖此规则 */
-.env-field-row[hidden] {
-  display: none !important;
-}
-
 .env-field-row--restart .env-field-label {
  color: #d4c4a0;
 }
@@ -4424,9 +4419,6 @@ html[data-theme="light"] .opt-pending-item {
 .opt-size-mode-chip {
  position: relative;
 }
-.opt-size-mode-chip[hidden] {
-  display: none !important;
-}
 .opt-size-mode-chip input[type="radio"] {
  position: absolute;
  opacity: 0;
@@ -4450,22 +4442,6 @@ html[data-theme="light"] .opt-pending-item {
  min-height: 32px;
  box-sizing: border-box;
 }
-.options-estimate-row .opt-profit-exit-mult,
-.options-page-wrap .opt-pos-profit-exit-mult {
-  width: 4.5rem;
-  min-width: 0;
-  font-size: 0.8rem;
-  padding: 6px 8px;
-  min-height: 32px;
-  box-sizing: border-box;
-}
-.options-page-wrap .opt-profit-exit-toggle {
-  display: inline-flex;
-  align-items: center;
-  gap: 4px;
-  font-size: 0.78rem;
-  white-space: nowrap;
-}
 .options-estimate-row .k {
  color: #8892b0;
 }
@@ -219,38 +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>"
            );
          })()
@@ -76,9 +76,10 @@
      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",
-      profit_rr_win_leg: "期期盈亏比达标·平盈利腿",
-      oo_rest_closing: "期期残值平·清亏损腿中",
-      oo_rest_closed: "期期残值平·两腿已平",
+      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",
      orphaned_option_expiry: "残腿到期",
      hold_to_expiry: "持有至到期",
@@ -95,11 +95,6 @@ HOT_RELOAD_EXACT = frozenset({
    "OKX_OPTIONS_CHAIN_MAX_DTE_DAYS",
    "OKX_OPTIONS_MAX_DTE_DAYS",
    "OKX_OPTIONS_MAX_ACTIVE_POSITIONS",
-    "OKX_OPTIONS_COMPOUND_FULL_ENABLED",
-    "OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED",
-    "OKX_OPTIONS_COMPOUND_FULL_CAP_USDC",
-    "OKX_OPTIONS_TRADE_BUDGET_USDC",
-    "OKX_OPTIONS_BUDGET_BUFFER",
    "OKX_TRADE_MODE",
    "MAX_ACTIVE_HEDGE_PLANS",
    "HEDGE_PLAN_LIVE_ORDER",
@@ -143,27 +143,8 @@ _OPTIONS_SECTION: dict[str, Any] = {
    "fields": [
        ("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)",
-            "仅全仓复利关闭时显示/生效;用于「按可用余额打满」及张数/币数上限",
-        ),
-        ("OKX_OPTIONS_BUDGET_BUFFER", "预算缓冲比例", "如 0.95;打满/全仓复利共用"),
-        (
-            "OKX_OPTIONS_COMPOUND_FULL_ENABLED",
-            "全仓复利开关",
-            "默认 true;开启时隐藏单笔预算且不可用打满预算,下单以全仓复利为主;关闭则恢复单笔预算并隐藏全仓复利",
-        ),
-        (
-            "OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED",
-            "全仓复利上限开关",
-            "仅全仓复利开启时有意义;默认 false=不设上限用期权户全部可用;true 时按下方上限封顶",
-        ),
-        (
-            "OKX_OPTIONS_COMPOUND_FULL_CAP_USDC",
-            "全仓复利上限(USDC)",
-            "仅「全仓复利」且「上限开关」都开启时生效;例如 300",
-        ),
+        ("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)",
@@ -472,7 +453,6 @@ def build_env_ui_payload(
            _build_field(key, label, note, schema, values)
            for key, label, note in sec["fields"]
        ]
-        fields = _mark_compound_budget_hidden(fields)
        groups.append({
            "title": sec["title"],
            "fields": fields,
@@ -481,26 +461,6 @@ def build_env_ui_payload(
    return groups


-def _mark_compound_budget_hidden(fields: list[dict[str, Any]]) -> list[dict[str, Any]]:
-    """全仓复利开启时标记单笔预算为 hidden(供 SSR/前端隐藏;切换开关仍可再显示)."""
-    compound_on = True
-    for f in fields:
-        if f.get("key") == "OKX_OPTIONS_COMPOUND_FULL_ENABLED":
-            compound_on = _env_truthy(str(f.get("current") or f.get("default") or "true"))
-            break
-    if not compound_on:
-        return fields
-    out: list[dict[str, Any]] = []
-    for f in fields:
-        if f.get("key") == "OKX_OPTIONS_TRADE_BUDGET_USDC":
-            item = dict(f)
-            item["hidden"] = True
-            out.append(item)
-        else:
-            out.append(f)
-    return out
-
-
 def filter_updates_for_ui(exchange_key: str, updates: dict[str, str]) -> dict[str, str]:
    allowed = ui_allowed_keys(exchange_key)
    return {k: v for k, v in (updates or {}).items() if k in allowed}
@@ -19,11 +19,34 @@ from lib.options.options_pricing_lib import (
 )

 _OKX_OPTION_ERR_ZH: dict[str, str] = {
-    "51008": "可用余额或保证金不足(期权买入请确认交易账户 USDC 足够)",
+    "51008": "资金账户 USDT 可用余额不足",
    "51018": "期权账户不能持有净空头头寸",
    "51019": "期权买入须使用逐仓模式(全仓模式下不能持有多头净头寸)",
 }

+_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 = 8.0
+
+
+def invalidate_options_balance_cache() -> None:
+    _OPTIONS_BALANCE_CACHE["updated_at"] = 0.0
+    _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
@@ -44,18 +67,10 @@ def _okx_trade_error_message(exc: BaseException | None = None, resp: Any = None)
                pass
    if row:
        code = str(row.get("sCode") or "")
-        msg = str(row.get("sMsg") or "").strip()
-        low = msg.lower()
-        if code == "51008":
-            # 勿写死「资金账户 USDT」:期权开仓常因交易户 USDC 不足
-            if "usdc" in low:
-                return "交易账户 USDC 可用余额不足"
-            if "usdt" in low:
-                return "USDT 可用余额不足(期权请先兑成 USDC 并划入交易账户)"
-            return _OKX_OPTION_ERR_ZH["51008"]
        zh = _OKX_OPTION_ERR_ZH.get(code)
        if zh:
            return zh
+        msg = str(row.get("sMsg") or "").strip()
        if msg:
            return msg
    if exc is not None:
@@ -66,28 +81,6 @@ def _okx_trade_error_message(exc: BaseException | None = None, resp: Any = None)
    return "下单失败"


-_OPTIONS_BALANCE_CACHE: dict[str, Any] = {"updated_at": 0.0, "data": None}
-
-# public/instruments 全族缓存:合约列表变化慢,限频时用旧数据保活
-_OPTION_INSTRUMENTS_CACHE: dict[str, dict[str, Any]] = {}
-_OPTION_INSTRUMENTS_CACHE_LOCK = threading.Lock()
-_OPTION_INSTRUMENTS_CACHE_TTL = 90.0
-_OPTION_INSTRUMENTS_STALE_MAX = 600.0
-
-
-def invalidate_options_balance_cache() -> None:
-    _OPTIONS_BALANCE_CACHE["updated_at"] = 0.0
-    _OPTIONS_BALANCE_CACHE["data"] = None
-
-
-def invalidate_option_instruments_cache(inst_family: str | None = None) -> None:
-    with _OPTION_INSTRUMENTS_CACHE_LOCK:
-        if inst_family:
-            _OPTION_INSTRUMENTS_CACHE.pop(str(inst_family), None)
-        else:
-            _OPTION_INSTRUMENTS_CACHE.clear()
-
-
 def td_mode_for_option_buy(configured: str | None = None) -> str:
    """OKX 买入期权(多头)必须使用逐仓."""
    mode = (configured or "isolated").strip().lower()
@@ -430,31 +423,25 @@ def fetch_option_instrument_meta(ex: ccxt.okx, inst_id: str) -> dict[str, Any] |
    family = inst_family_from_inst_id(inst_id)
    if not family:
        return None
-    # 优先从全族缓存取,避免每选一腿再打 instruments
-    try:
-        cached_rows = fetch_option_instruments(ex, family, allow_stale=True)
-        for r in cached_rows:
-            if isinstance(r, dict) and str(r.get("instId")) == inst_id:
-                return r
-    except Exception:
-        pass
    last_err: BaseException | None = None
-    for attempt in range(2):
+    for attempt in range(3):
        try:
            rows = ex.public_get_public_instruments(
                {"instType": "OPTION", "instFamily": family, "instId": inst_id}
            ).get("data") or []
            if rows and isinstance(rows[0], dict):
                return rows[0]
-            rows = fetch_option_instruments(ex, family, allow_stale=True)
+            rows = ex.public_get_public_instruments(
+                {"instType": "OPTION", "instFamily": family}
+            ).get("data") or []
            for r in rows:
                if isinstance(r, dict) and str(r.get("instId")) == inst_id:
                    return r
            return None
        except Exception as e:
            last_err = e
-            if _is_okx_rate_limit(e) and attempt < 1:
-                time.sleep(1.2)
+            if _is_okx_rate_limit(e) and attempt < 2:
+                time.sleep(0.45 * (attempt + 1))
                continue
            break
    if last_err is not None and _is_okx_rate_limit(last_err):
@@ -676,53 +663,103 @@ def fetch_option_instruments(
    inst_family: str,
    *,
    force: bool = False,
-    allow_stale: bool = True,
 ) -> list[dict[str, Any]]:
-    """拉取 OPTION instruments;进程内缓存,50011 时回退旧列表."""
-    family = str(inst_family or "").strip()
+    """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 _OPTION_INSTRUMENTS_CACHE_LOCK:
-        entry = _OPTION_INSTRUMENTS_CACHE.get(family)
-        if (
-            not force
-            and entry is not None
-            and entry.get("rows") is not None
-            and now - float(entry.get("updated_at") or 0) < _OPTION_INSTRUMENTS_CACHE_TTL
+    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(entry["rows"])
+            return list(cached["rows"])

-    try:
-        rows = ex.public_get_public_instruments(
-            {"instType": "OPTION", "instFamily": family}
-        ).get("data") or []
-        live = [r for r in rows if isinstance(r, dict) and r.get("state") == "live"]
-        with _OPTION_INSTRUMENTS_CACHE_LOCK:
-            _OPTION_INSTRUMENTS_CACHE[family] = {"updated_at": now, "rows": live}
-        return list(live)
-    except Exception as e:
-        if allow_stale:
-            with _OPTION_INSTRUMENTS_CACHE_LOCK:
-                entry = _OPTION_INSTRUMENTS_CACHE.get(family)
-                if entry is not None and entry.get("rows") is not None:
-                    age = now - float(entry.get("updated_at") or 0)
-                    if age <= _OPTION_INSTRUMENTS_STALE_MAX:
-                        return list(entry["rows"])
-        raise
+    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) < _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


@@ -734,6 +771,9 @@ def build_option_chain(
    itm_only: bool = True,
    itm_max_dist_usd: float = 30.0,
    index_px: float | None = None,
+    tickers_override: dict[str, dict[str, Any]] | None = None,
+    fetch_tickers: bool = True,
+    force_tickers: bool = False,
 ) -> dict[str, Any]:
    u = (underlying or "ETH").upper()
    family = f"{u}-USD_UM"
@@ -743,27 +783,24 @@ def build_option_chain(
    max_ms = now_ms + max_dte_days * 86400 * 1000
    instruments_err = ""
    instruments: list[dict[str, Any]] = []
+    rate_limited = False
    try:
        instruments = fetch_option_instruments(ex, family)
-        if not instruments:
-            # 空列表可能是瞬时空;短退避后强制再拉一次(非 50011)
-            time.sleep(0.5)
-            instruments = fetch_option_instruments(ex, family, force=True)
        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__
-        # 限频:再等一下用 stale/缓存,不要连打
-        if _is_okx_rate_limit(e):
-            time.sleep(1.5)
-            try:
-                instruments = fetch_option_instruments(ex, family, allow_stale=True)
-                if instruments:
-                    instruments_err = ""
-            except Exception as e2:
-                instruments_err = str(e2) or e2.__class__.__name__
-    tickers = fetch_option_tickers(ex, family)
+        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: dict[str, dict[str, Any]] = {}
+    if fetch_tickers:
+        tickers = fetch_option_tickers(ex, family, force=force_tickers)
+    if tickers_override:
+        for iid, row in tickers_override.items():
+            if isinstance(row, dict) and iid:
+                tickers[str(iid)] = {**(tickers.get(str(iid)) or {}), **row}
    expiries: dict[str, list[dict[str, Any]]] = {}
    skipped_no_index = 0
    for meta in instruments:
@@ -841,6 +878,8 @@ 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}"
@@ -0,0 +1,199 @@
+"""OKX 公共 WebSocket(同步线程):订阅 tickers / index-tickers,自动重连."""
+from __future__ import annotations
+
+import json
+import logging
+import threading
+import time
+from collections.abc import Callable
+from typing import Any
+
+logger = logging.getLogger(__name__)
+
+OKX_PUBLIC_WS_URL = "wss://ws.okx.com:8443/ws/v5/public"
+_SUBSCRIBE_CHUNK = 40
+_APP_PING_SEC = 20.0
+
+
+class OkxPublicWs:
+    """单连接公共 WS;set_subscriptions 全量对齐目标频道."""
+
+    def __init__(
+        self,
+        *,
+        on_data: Callable[[dict[str, Any]], None],
+        url: str = OKX_PUBLIC_WS_URL,
+        name: str = "okx-public-ws",
+    ) -> None:
+        self._on_data = on_data
+        self._url = url
+        self._name = name
+        self._lock = threading.RLock()
+        self._desired: dict[str, dict[str, str]] = {}
+        self._active: set[str] = set()
+        self._stop = threading.Event()
+        self._thread: threading.Thread | None = None
+        self._ws: Any = None
+        self._connected = False
+        self._last_msg_at = 0.0
+
+    @property
+    def connected(self) -> bool:
+        return self._connected
+
+    @property
+    def last_msg_at(self) -> float:
+        return self._last_msg_at
+
+    def start(self) -> None:
+        if self._thread and self._thread.is_alive():
+            return
+        self._stop.clear()
+        self._thread = threading.Thread(target=self._run_loop, name=self._name, daemon=True)
+        self._thread.start()
+
+    def stop(self) -> None:
+        self._stop.set()
+        ws = self._ws
+        if ws is not None:
+            try:
+                ws.close()
+            except Exception:
+                pass
+        if self._thread and self._thread.is_alive():
+            self._thread.join(timeout=3.0)
+
+    def set_subscriptions(self, args: list[dict[str, str]]) -> None:
+        desired: dict[str, dict[str, str]] = {}
+        for raw in args:
+            if not isinstance(raw, dict):
+                continue
+            channel = str(raw.get("channel") or "").strip()
+            inst_id = str(raw.get("instId") or "").strip()
+            if not channel or not inst_id:
+                continue
+            key = f"{channel}:{inst_id}"
+            desired[key] = {"channel": channel, "instId": inst_id}
+        with self._lock:
+            self._desired = desired
+            ws = self._ws
+            connected = self._connected
+            active = set(self._active)
+        if connected and ws is not None:
+            self._sync_subs(ws, active, desired)
+
+    def _sync_subs(
+        self,
+        ws: Any,
+        active: set[str],
+        desired: dict[str, dict[str, str]],
+    ) -> None:
+        unsub_args: list[dict[str, str]] = []
+        for key in active - set(desired.keys()):
+            channel, _, inst_id = key.partition(":")
+            if channel and inst_id:
+                unsub_args.append({"channel": channel, "instId": inst_id})
+        sub_args = [desired[k] for k in (set(desired.keys()) - active)]
+        if unsub_args:
+            self._send_op(ws, "unsubscribe", unsub_args)
+        if sub_args:
+            self._send_op(ws, "subscribe", sub_args)
+        with self._lock:
+            self._active = set(desired.keys())
+
+    def _send_op(self, ws: Any, op: str, args: list[dict[str, str]]) -> None:
+        for i in range(0, len(args), _SUBSCRIBE_CHUNK):
+            chunk = args[i : i + _SUBSCRIBE_CHUNK]
+            try:
+                ws.send(json.dumps({"op": op, "args": chunk}, ensure_ascii=False))
+            except Exception as e:
+                logger.warning("%s %s failed: %s", self._name, op, e)
+                return
+            if i + _SUBSCRIBE_CHUNK < len(args):
+                time.sleep(0.08)
+
+    def _run_loop(self) -> None:
+        try:
+            import websocket
+        except ImportError:
+            logger.error("%s: websocket-client not installed", self._name)
+            return
+        backoff = 1.0
+        while not self._stop.is_set():
+            opened = False
+            try:
+                self._connected = False
+                with self._lock:
+                    self._active.clear()
+
+                def on_open(ws: Any) -> None:
+                    nonlocal opened
+                    opened = True
+                    self._connected = True
+                    self._last_msg_at = time.time()
+                    with self._lock:
+                        desired = dict(self._desired)
+                    self._sync_subs(ws, set(), desired)
+
+                def on_message(_ws: Any, message: str) -> None:
+                    self._last_msg_at = time.time()
+                    if message == "pong":
+                        return
+                    try:
+                        payload = json.loads(message)
+                    except Exception:
+                        return
+                    if not isinstance(payload, dict):
+                        return
+                    if payload.get("event") in ("subscribe", "unsubscribe", "error"):
+                        if payload.get("event") == "error":
+                            logger.warning("%s event error: %s", self._name, payload)
+                        return
+                    if payload.get("arg") and payload.get("data") is not None:
+                        try:
+                            self._on_data(payload)
+                        except Exception:
+                            logger.exception("%s on_data failed", self._name)
+
+                def on_error(_ws: Any, error: Any) -> None:
+                    logger.warning("%s error: %s", self._name, error)
+
+                def on_close(_ws: Any, *_args: Any) -> None:
+                    self._connected = False
+
+                self._ws = websocket.WebSocketApp(
+                    self._url,
+                    on_open=on_open,
+                    on_message=on_message,
+                    on_error=on_error,
+                    on_close=on_close,
+                )
+                ping_stop = threading.Event()
+
+                def ping_loop() -> None:
+                    while not self._stop.is_set() and not ping_stop.is_set():
+                        ws = self._ws
+                        if ws is not None and self._connected:
+                            try:
+                                ws.send("ping")
+                            except Exception:
+                                pass
+                        if ping_stop.wait(_APP_PING_SEC):
+                            break
+
+                ping_thread = threading.Thread(
+                    target=ping_loop, name=f"{self._name}-ping", daemon=True
+                )
+                ping_thread.start()
+                self._ws.run_forever(ping_interval=0)
+                ping_stop.set()
+            except Exception as e:
+                logger.warning("%s run failed: %s", self._name, e)
+            finally:
+                self._connected = False
+                self._ws = None
+            if self._stop.is_set():
+                break
+            time.sleep(backoff)
+            backoff = 1.0 if opened else min(30.0, backoff * 1.7)
+
@@ -58,42 +58,6 @@ def option_expiry_pnl(
    return value - float(premium_paid)


-def spot_from_expiry_intrinsic_profit(
-    *,
-    opt_type: str,
-    strike: float,
-    sheets: float,
-    ct_mult: float,
-    premium_paid: float,
-    profit: float,
-) -> float | None:
-    """按到期实值反推现货价:使该腿到期盈亏 ≈ profit.
-
-    到期价值=实值×张数×乘数;盈亏=价值−权利金 → 实值/币=(profit+权利金)/(张数×乘数).
-    Call: spot=K+实值/币; Put: spot=K−实值/币.
-    """
-    try:
-        k = float(strike)
-        n = float(sheets or 0)
-        ct = float(ct_mult or 0.01)
-        prem = float(premium_paid or 0)
-        pnl = float(profit)
-    except (TypeError, ValueError):
-        return None
-    denom = n * ct
-    if denom <= 0:
-        return None
-    need = (pnl + prem) / denom
-    if need < 0:
-        need = 0.0
-    o = (opt_type or "").strip().upper()
-    if o in ("C", "CALL"):
-        return round(k + need, 2)
-    if o in ("P", "PUT"):
-        return round(k - need, 2)
-    return None
-
-
 def suggest_contracts_from_notional(
    *,
    notional: float,
@@ -480,18 +444,18 @@ 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,
-    profit_rr: float | None = None,
    index_px: float,
    leg_a: dict[str, Any],
    leg_b: dict[str, Any],
 ) -> dict[str, Any]:
    """期期情景:盈亏比达标 / 到期现价 / 最大保费损耗.

-    新口径优先 profit_rr(盈利金额/总权利金);若未传则兼容旧上/下破目标价.
-    残值按亏损腿本合约权利金的 20% 计.
+    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:
@@ -504,124 +468,70 @@ def build_options_options_preview(
            premium_paid=float(leg.get("premium_paid") or 0),
        )

-    prem_a = float(leg_a.get("premium_paid") or 0)
-    prem_b = float(leg_b.get("premium_paid") or 0)
-    prem = prem_a + prem_b
-    rr = float(profit_rr) if profit_rr is not None else None
+    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

-    # 新:盈亏比情景(不依赖指数上下破价)
+    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:
-        # 盈利腿达 RR:盈利金额 = rr × 总权利金;亏损腿按全亏 / 本合约残值20%回收
-        win_profit = rr * prem
-        a_at_a = win_profit
-        b_at_a_full = -prem_b
-        b_at_a_res = -prem_b * 0.8  # 本合约回收 20%
-        b_at_b = win_profit
-        a_at_b_full = -prem_a
-        a_at_b_res = -prem_a * 0.8
-
-        spot_a = spot_from_expiry_intrinsic_profit(
-            opt_type=str(leg_a.get("opt_type") or ""),
-            strike=float(leg_a["strike"]),
-            sheets=float(leg_a.get("sheets") or 0),
-            ct_mult=float(leg_a.get("ct_mult") or 0.01),
-            premium_paid=prem_a,
-            profit=win_profit,
-        )
-        spot_b = spot_from_expiry_intrinsic_profit(
-            opt_type=str(leg_b.get("opt_type") or ""),
-            strike=float(leg_b["strike"]),
-            sheets=float(leg_b.get("sheets") or 0),
-            ct_mult=float(leg_b.get("ct_mult") or 0.01),
-            premium_paid=prem_b,
-            profit=win_profit,
-        )
-
-        a_flat = _leg_pnl(leg_a, index_px)
-        b_flat = _leg_pnl(leg_b, index_px)
-        flat_total = a_flat + b_flat
-
+        target_pnl = rr * prem
        return {
            "plan_type": "options_options",
            "premium_paid": round(prem, 6),
-            "profit_rr": rr,
-            "target_price": None,
-            "target_price_up": None,
-            "target_price_down": None,
-            "winner_at_up": "a",
-            "winner_at_down": "b",
-            "winner_at_target": "a",
+            "oo_profit_rr": round(rr, 4),
+            "target_profit": round(target_pnl, 4),
            "scenarios": [
                {
-                    "id": "rr_leg_a_full",
-                    "label": f"腿A达盈亏比{rr:g}(亏腿全损)",
-                    "spot": spot_a,
-                    "leg_a_pnl": round(a_at_a, 4),
-                    "leg_b_pnl": round(b_at_a_full, 4),
-                    "total": round(a_at_a + b_at_a_full, 4),
-                    "note": "现货=到期实值反推;盈利=总权利金×盈亏比;亏腿本合约全亏",
-                },
-                {
-                    "id": "rr_leg_b_full",
-                    "label": f"腿B达盈亏比{rr:g}(亏腿全损)",
-                    "spot": spot_b,
-                    "leg_a_pnl": round(a_at_b_full, 4),
-                    "leg_b_pnl": round(b_at_b, 4),
-                    "total": round(a_at_b_full + b_at_b, 4),
-                    "note": "现货=到期实值反推;盈利=总权利金×盈亏比;亏腿本合约全亏",
-                },
-                {
-                    "id": "rr_leg_a_residual",
-                    "label": f"腿A达盈亏比{rr:g}(亏腿残值20%)",
-                    "spot": spot_a,
-                    "leg_a_pnl": round(a_at_a, 4),
-                    "leg_b_pnl": round(b_at_a_res, 4),
-                    "total": round(a_at_a + b_at_a_res, 4),
-                    "note": "现货同腿A达标反推;亏腿买一回收约本合约权利金20%",
+                    "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",
+                    "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": "无盈利则记总亏损结束" if flat_total <= 0 else "到期仍可能有净值",
+                    "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(-prem_a, 4),
-                    "leg_b_pnl": round(-prem_b, 4),
+                    "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": {
-                "profit_rr": rr,
-                "spot_at_rr_a": spot_a,
-                "spot_at_rr_b": spot_b,
-                "at_rr_a_full_total": round(a_at_a + b_at_a_full, 4),
-                "at_rr_b_full_total": round(a_at_b_full + b_at_b, 4),
-                "at_rr_a_residual_total": round(a_at_a + b_at_a_res, 4),
-                "at_target_up_total": round(a_at_a + b_at_a_full, 4),
-                "at_target_down_total": round(a_at_b_full + b_at_b, 4),
-                "at_target_total": round(a_at_a + b_at_a_full, 4),
+                "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_at_up": round((a_at_a + b_at_a_full) / prem, 4) if prem > 0 else None,
-                "rr_at_down": round((a_at_b_full + b_at_b) / prem, 4) if prem > 0 else None,
+                "rr_target": round(rr, 4),
            },
        }

-    # 兼容旧单目标:若未传上下目标则用 target_price 填两边
+    # 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("缺少盈亏比或上破/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)

@@ -635,15 +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,
@@ -681,8 +586,8 @@ def build_options_options_preview(
                "id": "max_premium_loss",
                "label": "最大保费损耗",
                "spot": None,
-                "leg_a_pnl": round(-prem_a, 4),
-                "leg_b_pnl": round(-prem_b, 4),
+                "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",
            },
@@ -691,10 +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,
@@ -72,9 +72,9 @@ 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")
-    # 期期出场:盈利金额/总权利金(默认2);有值则走盈亏比监控,旧单仍用上/下破价
-    _ensure_column(conn, "hedge_plans", "profit_rr", "REAL")
-    # close_all=残值平(本合约权利金≤20%且有买一);hold_expiry=残腿持有至到期
+    # 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")
@@ -266,7 +266,7 @@ def attach_legs_to_plans(conn: sqlite3.Connection, plans: list[dict[str, Any]])


 def active_options_targets_by_inst(conn: sqlite3.Connection) -> dict[str, dict[str, Any]]:
-    """返回由进行中「期期对冲」托管的期权目标，仅供期权页只读展示。
+    """返回由进行中「期期对冲」托管的期权目标位，仅供期权页只读展示。

    这些目标由 hedge_plan_monitor_lib 执行，绝不能写入 options_target_monitors，
    否则两套监控会同时尝试平掉同一条期权腿。
@@ -274,7 +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,
-               p.profit_rr, 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'
@@ -289,25 +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 "")
-        opt_type = str(row.get("opt_type") or "").upper()
        if not inst_id or inst_id in out:
            continue
-        profit_rr = _sf(row.get("profit_rr"))
-        if profit_rr is not None and profit_rr > 0:
+        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)
+        # 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,
-                "profit_rr": profit_rr,
                "target_index": None,
-                "exit_mode": "profit_rr",
+                "oo_profit_rr": rr,
+                "plan_type": "options_options",
                "managed_by": "hedge_plan",
            }
            continue
-        target = row.get("target_price_up") if opt_type == "C" else row.get("target_price_down")
-        target_f = _sf(target)
        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"]),
@@ -173,11 +173,11 @@ def _notify_end_reload(cfg: dict[str, Any], conn: Any, plan_id: int) -> None:


 def resolve_oo_rest_close_mode(plan: dict[str, Any]) -> str:
-    """盈利腿平后另一腿:close_all(残值平) / hold_expiry(到期平).
+    """盈利腿平后另一腿:close_all(全平) / hold_expiry(到期平).

    - 方案C关闭 → 强制到期平
    - 计划未写 oo_close_mode(旧单) → 到期平,避免误清残腿
-    - 新开仓默认写入 close_all(残值平:权利金≤初始20%且有买一)
+    - 新开仓默认写入 close_all
    """
    if not _env_bool("HEDGE_PLAN_OO_CLOSE_MODE_ENABLED", True):
        return "hold_expiry"
@@ -190,12 +190,6 @@ def resolve_oo_rest_close_mode(plan: dict[str, Any]) -> str:
    return "close_all"


-# 期期亏损腿残值平:当前买一回收 ≤ 本合约初始权利金 × 该比例
-OO_LOSS_LEG_RESIDUAL_RATIO = 0.20
-# 期期默认盈亏比:盈利金额 / 总权利金
-OO_DEFAULT_PROFIT_RR = 2.0
-
-
 def _oo_option_legs(legs: list[dict[str, Any]], *, statuses: tuple[str, ...]) -> list[dict[str, Any]]:
    out = []
    for x in legs:
@@ -206,63 +200,6 @@ def _oo_option_legs(legs: list[dict[str, Any]], *, statuses: tuple[str, ...]) ->
    return out


-def _oo_quote_bid(cfg: dict[str, Any], inst_id: str) -> tuple[Optional[float], Optional[float]]:
-    quote_fn = cfg.get("quote_option_contract")
-    ex_opt = cfg.get("exchange_options")
-    if not callable(quote_fn) or ex_opt is None or not inst_id:
-        return None, None
-    try:
-        q = quote_fn(ex_opt, inst_id)
-        if not q.get("ok"):
-            return None, None
-        return _sf(q.get("bid")), _sf(q.get("bid_sz"))
-    except Exception:
-        return None, None
-
-
-def _oo_leg_mark_value(leg: dict[str, Any], bid: Optional[float]) -> Optional[float]:
-    """买一可回收金额(USDC)= bid × 张数 × ct_mult."""
-    b = _sf(bid)
-    if b is None or b < 0:
-        return None
-    sheets = float(leg.get("size") or 1)
-    ct = float(leg.get("ct_mult") or 0.01)
-    return float(b) * sheets * ct
-
-
-def _oo_plan_premium_total(plan: dict[str, Any], legs: list[dict[str, Any]]) -> float:
-    """双腿总权利金:优先计划字段,否则对期权腿 premium 求和."""
-    total = _sf(plan.get("premium_total"))
-    if total is not None and total > 0:
-        return float(total)
-    s = 0.0
-    for leg in legs:
-        if not str(leg.get("leg_role") or "").startswith("option"):
-            continue
-        s += float(leg.get("premium") or 0)
-    return s
-
-
-def _oo_leg_profit_rr(
-    leg: dict[str, Any], bid: Optional[float], *, total_premium: float
-) -> Optional[float]:
-    """盈亏比 = 该腿盈利金额 / 总权利金;盈利金额 = 买一回收 − 本腿权利金."""
-    if total_premium <= 0:
-        return None
-    leg_prem = float(leg.get("premium") or 0)
-    value = _oo_leg_mark_value(leg, bid)
-    if value is None:
-        return None
-    return (value - leg_prem) / total_premium
-
-
-def _oo_resolve_profit_rr(plan: dict[str, Any]) -> Optional[float]:
-    rr = _sf(plan.get("profit_rr"))
-    if rr is not None and rr > 0:
-        return rr
-    return None
-
-
 def _finalize_oo_all_closed(
    cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]], *, reason: str
 ) -> dict[str, Any]:
@@ -1048,12 +985,7 @@ def _estimate_leg_close_pnl(leg: dict[str, Any], idx: Optional[float], bid: Opti
 def _tick_oo_close_rest(
    cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]
 ) -> Optional[dict[str, Any]]:
-    """盈利腿已平后:残值平模式清亏损腿.
-
-    条件:买一回收 ≤ 本合约初始权利金×20%,且买一有流动性;失败或未达条件则下轮重试.
-    """
-    from lib.hedge_plan.hedge_plan_option_primary_lib import option_bid_liquidity_ok
-
+    """盈利腿已平后:全平模式清残腿(无2×门控,买一失败则下轮重试)."""
    if resolve_oo_rest_close_mode(plan) != "close_all":
        return None
    open_legs = _oo_option_legs(legs, statuses=("open",))
@@ -1066,8 +998,9 @@ def _tick_oo_close_rest(
        "target_win_leg",
        "target_up_win_leg",
        "target_down_win_leg",
-        "profit_rr_win_leg",
        "oo_rest_closing",
+        "oo_rr_closing",
+        "oo_rr_target",
        "",
    )
    if reason0 not in allowed_reasons and not (
@@ -1077,45 +1010,23 @@ def _tick_oo_close_rest(

    idx = _index_px(cfg, str(plan.get("underlying") or "ETH"))
    acted = False
-    waiting = False
    for leg in list(open_legs):
-        inst_id = str(leg.get("inst_id") or "")
-        sheets = float(leg.get("size") or 1)
-        premium = float(leg.get("premium") or 0)
-        bid, bid_sz = _oo_quote_bid(cfg, inst_id)
-        value = _oo_leg_mark_value(leg, bid)
-        # 残值门槛:相对本合约初始权利金,买一回收须 ≤ 20%
-        if premium > 0:
-            if value is None:
-                waiting = True
-                continue
-            if value > premium * OO_LOSS_LEG_RESIDUAL_RATIO + 1e-12:
-                waiting = True
-                continue
-        liq_ok, liq_msg = option_bid_liquidity_ok(bid, bid_sz, need_sheets=sheets)
-        if not liq_ok:
-            waiting = True
-            update_plan(conn, int(plan["id"]), close_reason="oo_rest_closing")
-            return {
-                "plan_id": plan["id"],
-                "msg": "残值平等待买一流动性",
-                "detail": liq_msg,
-                "waiting": True,
-            }
-        close_r = _sell_option(cfg, inst_id=inst_id, sheets=sheets)
+        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="期期残值平·亏损腿平仓失败(将重试)",
+                    title="期期全平·残腿平仓失败(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="oo_rest_closing")
            return {"plan_id": plan["id"], "msg": "残腿平仓失败", "close": close_r, "retry": True}
-        bid_fill = _sf(close_r.get("bid")) or bid
-        est = _estimate_leg_close_pnl(leg, idx, bid_fill)
+        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=?",
@@ -1126,9 +1037,6 @@ def _tick_oo_close_rest(
        acted = True

    if not acted:
-        if waiting:
-            update_plan(conn, int(plan["id"]), close_reason="oo_rest_closing")
-            return {"plan_id": plan["id"], "msg": "残值平等待本合约权利金≤20%", "waiting": True}
        return None
    legs2 = get_plan_legs(conn, int(plan["id"]))
    still_open = _oo_option_legs(legs2, statuses=("open", "hold_to_expiry"))
@@ -1140,126 +1048,116 @@ def _tick_oo_close_rest(
    )


-def _after_oo_winner_closed(
-    cfg: dict[str, Any],
-    conn: Any,
-    plan: dict[str, Any],
-    open_legs: list[dict[str, Any]],
-    best: dict[str, Any],
-    *,
-    reason: str,
-    extra: Optional[dict[str, Any]] = None,
-) -> dict[str, Any]:
-    """盈利腿已平后:残值平同轮尝试 / 到期平标记 hold_to_expiry."""
-    rest_mode = resolve_oo_rest_close_mode(plan)
-    update_plan(conn, int(plan["id"]), close_reason=reason)
-    mid = dict(plan)
-    mid["close_reason"] = reason
-    mid["status"] = "active"
-    mid["oo_close_mode"] = rest_mode
-    notify_plan_end(cfg, conn, mid)
-
-    out: dict[str, Any] = {
-        "plan_id": plan["id"],
-        "close_reason": reason,
-        "closed_leg": best.get("id"),
-        "oo_close_mode": rest_mode,
-    }
-    if extra:
-        out.update(extra)
-
-    if rest_mode == "close_all":
-        legs2 = get_plan_legs(conn, int(plan["id"]))
-        rest = _tick_oo_close_rest(cfg, conn, mid, legs2)
-        if rest:
-            out["rest"] = rest
-        return out
-
-    for leg in open_legs:
-        if int(leg.get("id") or 0) == int(best.get("id") or 0):
-            continue
-        conn.execute(
-            "UPDATE hedge_plan_legs SET status=? WHERE id=?",
-            ("hold_to_expiry", leg["id"]),
-        )
-    return out
-
-
-def _tick_oo_profit_rr(
-    cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]], *, rr_target: float
-) -> Optional[dict[str, Any]]:
-    """期期:任一开仓腿盈亏比(该腿盈利金额/总权利金)达目标 → 平盈利腿."""
-    if not _env_bool("HEDGE_PLAN_OO_CLOSE_WINNER_ONLY", True):
-        return None
-    open_legs = _oo_option_legs(legs, statuses=("open",))
-    if len(open_legs) < 2:
-        return None
-    total_prem = _oo_plan_premium_total(plan, legs)
-    if total_prem <= 0:
-        return None
-
-    ranked: list[tuple[float, float, dict[str, Any]]] = []
-    for leg in open_legs:
-        bid, _bid_sz = _oo_quote_bid(cfg, str(leg.get("inst_id") or ""))
-        rr = _oo_leg_profit_rr(leg, bid, total_premium=total_prem)
-        if rr is None:
-            continue
-        value = _oo_leg_mark_value(leg, bid) or 0.0
-        premium = float(leg.get("premium") or 0)
-        pnl = value - premium
-        ranked.append((rr, pnl, leg))
-    if not ranked:
-        return None
-    ranked.sort(key=lambda x: x[0], reverse=True)
-    best_rr, best_pnl, best = ranked[0]
-    if best_rr + 1e-12 < float(rr_target) or best_pnl <= 0:
-        return None
-
-    close_r = _sell_option(
-        cfg, inst_id=str(best.get("inst_id") or ""), sheets=float(best.get("size") or 1)
-    )
-    if not close_r.get("ok"):
-        notify_hedge(
-            cfg,
-            build_hedge_alert_message(
-                title="期期平盈利腿失败",
-                plan_id=plan.get("id"),
-                detail=str(close_r.get("msg") or close_r),
-            ),
-        )
-        return {"plan_id": plan["id"], "msg": "平盈利腿失败", "close": close_r}
-
-    reason = "profit_rr_win_leg"
-    closed_pnl = _option_leg_pnl_after_close(cfg, best, fallback=float(best_pnl))
-    conn.execute(
-        "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
-        ("closed", reason, _now(), closed_pnl, best["id"]),
-    )
-    idx = _index_px(cfg, str(plan.get("underlying") or "ETH"))
-    return _after_oo_winner_closed(
-        cfg,
-        conn,
-        plan,
-        open_legs,
-        best,
-        reason=reason,
-        extra={
-            "profit_rr": best_rr,
-            "rr_target": float(rr_target),
-            "total_premium": total_prem,
-            "index": idx,
-        },
-    )
-
-
 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:优先按盈亏比平盈利腿;旧单无 profit_rr 时回退上/下破目标价."""
-    rr_target = _oo_resolve_profit_rr(plan)
-    if rr_target is not None:
-        return _tick_oo_profit_rr(cfg, conn, plan, legs, rr_target=rr_target)
+    """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
@@ -1275,8 +1173,10 @@ def _tick_oo_target(
        return None

    hit_side: Optional[str] = None
+    # 上破:现价接近或超过上破目标
    if up is not None and idx >= up * 0.998:
        hit_side = "up"
+    # 下破:现价接近或低于下破目标
    elif down is not None and idx <= down * 1.002:
        hit_side = "down"
    if not hit_side:
@@ -1310,20 +1210,52 @@ def _tick_oo_target(
        )
        return {"plan_id": plan["id"], "msg": "平盈利腿失败", "close": close_r}
    reason = "target_up_win_leg" if hit_side == "up" else "target_down_win_leg"
+    # 选腿用内在估算;落库优先交易所已实现盈亏
    closed_pnl = _option_leg_pnl_after_close(cfg, best, fallback=float(best_pnl))
    conn.execute(
        "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
        ("closed", reason, _now(), closed_pnl, best["id"]),
    )
-    return _after_oo_winner_closed(
-        cfg,
-        conn,
-        plan,
-        open_legs,
-        best,
-        reason=reason,
-        extra={"hit_side": hit_side, "index": idx},
-    )
+    rest_mode = resolve_oo_rest_close_mode(plan)
+    update_plan(conn, int(plan["id"]), close_reason=reason)
+    mid = dict(plan)
+    mid["close_reason"] = reason
+    mid["status"] = "active"
+    mid["oo_close_mode"] = rest_mode
+    notify_plan_end(cfg, conn, mid)
+
+    # 全平:同轮尝试清残腿;失败则下轮 _tick_oo_close_rest 重试
+    if rest_mode == "close_all":
+        legs2 = get_plan_legs(conn, int(plan["id"]))
+        rest = _tick_oo_close_rest(cfg, conn, mid, legs2)
+        out = {
+            "plan_id": plan["id"],
+            "close_reason": reason,
+            "hit_side": hit_side,
+            "closed_leg": best.get("id"),
+            "index": idx,
+            "oo_close_mode": rest_mode,
+        }
+        if rest:
+            out["rest"] = rest
+        return out
+
+    # 到期平:显式标记残腿 hold_to_expiry
+    for leg in open_legs:
+        if int(leg.get("id") or 0) == int(best.get("id") or 0):
+            continue
+        conn.execute(
+            "UPDATE hedge_plan_legs SET status=? WHERE id=?",
+            ("hold_to_expiry", leg["id"]),
+        )
+    return {
+        "plan_id": plan["id"],
+        "close_reason": reason,
+        "hit_side": hit_side,
+        "closed_leg": best.get("id"),
+        "index": idx,
+        "oo_close_mode": rest_mode,
+    }


 def _tick_oo_expiry(
@@ -46,11 +46,11 @@ def build_hedge_start_message(plan: dict[str, Any], *, legs: Optional[list[dict[
            ]
        )
    else:
-        rr = plan.get("profit_rr")
+        rr = plan.get("oo_profit_rr")
        if rr not in (None, ""):
            lines.extend(
                [
-                    f"🎯 盈亏比:{_fmt(rr)} (盈利金额/总权利金)",
+                    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",
                ]
            )
@@ -90,9 +90,10 @@ 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",
-        "profit_rr_win_leg": "期期盈亏比达标·已平盈利腿",
-        "oo_rest_closing": "期期残值平·清亏损腿中",
-        "oo_rest_closed": "期期残值平·两腿已平",
+        "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",
        "oo_expiry_win": "期期到期仍盈利",
        "expiry": "到期收口",
@@ -162,37 +163,36 @@ def notify_plan_end(cfg: dict[str, Any], conn: Any, plan: dict[str, Any]) -> boo
        "target_win_leg",
        "target_up_win_leg",
        "target_down_win_leg",
-        "profit_rr_win_leg",
        "oo_rest_closing",
+        "oo_rr_closing",
    ) and (plan.get("status") or "") != "closed":
-        cr = str(plan.get("close_reason") or "")
-        if "profit_rr" in cr:
-            side = "盈亏比达标"
-        elif "up" in cr:
-            side = "上破"
-        elif "down" in cr:
-            side = "下破"
-        else:
-            side = "目标"
+        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"
+        )
        mode = (plan.get("oo_close_mode") or "").strip().lower()
-        if mode in ("close_all", "全平", "残值平"):
-            rest_txt = "另一腿残值平(本合约权利金≤20%且有买一,失败重试)"
+        if mode in ("close_all", "全平"):
+            rest_txt = "另一腿将全平(买一清残腿,无2×门控,失败重试)"
        else:
            rest_txt = "另一腿到期平(持有至到期结算)"
-        rr = plan.get("profit_rr")
-        if rr not in (None, ""):
-            detail = f"盈亏比 {_fmt(rr)} (盈利金额/总权利金)"
-        else:
-            detail = (
-                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'))}"
-            )
        notify_hedge(
            cfg,
            build_hedge_alert_message(
                title=f"期期{side}已平盈利腿 · {rest_txt}",
                plan_id=plan.get("id"),
-                detail=detail,
+                detail=(
+                    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'))}"
+                ),
            ),
        )
        return True
@@ -1146,16 +1146,17 @@ def validate_start_body(plan_type: str, body: dict[str, Any]) -> Optional[str]:
        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"
-        rr_raw = body.get("profit_rr")
+        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"
+                return "盈亏比须大于 0"
        else:
-            # 兼容旧上/下破
            up = body.get("target_price_up")
            down = body.get("target_price_down")
            legacy = body.get("target_price")
@@ -1164,7 +1165,7 @@ def validate_start_body(plan_type: str, body: dict[str, Any]) -> Optional[str]:
            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"
+                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"
@@ -537,36 +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("profit_rr")
+        rr_raw = body.get("oo_profit_rr")
+        if rr_raw in (None, ""):
+            rr_raw = body.get("profit_rr")
        try:
-            profit_rr = float(rr_raw) if rr_raw not in (None, "") else 2.0
+            oo_rr = float(rr_raw) if rr_raw not in (None, "") else 2.0
        except (TypeError, ValueError):
-            profit_rr = 2.0
-        if profit_rr <= 0:
-            profit_rr = 2.0
-        # 旧字段兼容:不再要求上/下破;有传则原样落库
-        def _opt_float(key: str, *alts: str) -> float | None:
-            for k in (key, *alts):
-                v = body.get(k)
-                if v not in (None, ""):
-                    try:
-                        return float(v)
-                    except (TypeError, ValueError):
-                        continue
-            return None
-
-        up_f = _opt_float("target_price_up", "target_price")
-        down_f = _opt_float("target_price_down", "target_price")
+            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": up_f,
-                "target_price_up": up_f,
-                "target_price_down": down_f,
-                "profit_rr": profit_rr,
+                "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")),
@@ -1247,32 +1236,24 @@ def _preview_po(body: dict[str, Any]) -> dict[str, Any]:
 def _preview_oo(body: dict[str, Any]) -> dict[str, Any]:
    from lib.hedge_plan.hedge_plan_moneyness_lib import validate_oo_legs_moneyness

-    rr_raw = body.get("profit_rr")
-    profit_rr = None
+    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, ""):
-        profit_rr = float(rr_raw)
-        if profit_rr <= 0:
-            raise ValueError("盈亏比须大于0")
-    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 profit_rr is None and (up in (None, "") or down in (None, "")):
-        raise ValueError("请填写盈亏比")
-    up_f = float(up) if up not in (None, "") else None
-    down_f = float(down) if down not in (None, "") else None
-    if profit_rr is None and up_f is not None and down_f is not None and up_f <= down_f:
-        raise ValueError("上破目标价必须大于下破目标价")
+        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")
-    if index_px in (None, ""):
-        if up_f is not None and down_f is not None:
-            index_px = (up_f + down_f) / 2
-        else:
-            raise ValueError("缺少指数价格")
-    index_px = float(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)):
@@ -1286,14 +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)
+    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(
-        profit_rr=profit_rr,
        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,
    )
@@ -213,7 +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<strong>盈亏比</strong>(盈利金额÷总权利金,默认2)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)。出场:盈利腿达盈亏比即平;亏损腿「残值平」=本合约权利金跌至20%且有买一时平,「到期平」=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">
@@ -221,7 +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 title="盈利金额 / 总权利金">盈亏比 <input type="number" step="0.1" min="0.1" id="hp-profit-rr" value="2" placeholder="默认2" 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">
@@ -236,7 +236,7 @@
          <div class="hp-oo-ctrl" id="hp-oo-close-mode-row">
            <span class="hp-oo-ctrl-lab" title="仅控制盈利腿平掉后的另一腿">平仓</span>
            <div class="hp-oo-seg" role="group" aria-label="平仓模式">
-              <button type="button" class="btn-secondary hp-oo-close-mode is-selected" data-oo-close="close_all" title="盈利腿平后:亏损腿本合约权利金跌至20%且有买一时平掉(失败重试)"><span class="hp-oo-check" aria-hidden="true">✓</span>残值平</button>
+              <button type="button" class="btn-secondary hp-oo-close-mode is-selected" data-oo-close="close_all" title="盈利腿平后立刻买一清另一腿(无2×,失败重试)"><span class="hp-oo-check" aria-hidden="true">✓</span>全平</button>
              <button type="button" class="btn-secondary hp-oo-close-mode" data-oo-close="hold_expiry" title="盈利腿平后另一腿持有至到期"><span class="hp-oo-check" aria-hidden="true">✓</span>到期平</button>
            </div>
          </div>
@@ -405,4 +405,4 @@
    </div>
  </div>
 </div>
-<script src="/static/hedge_plan.js?v=46"></script>
+<script src="/static/hedge_plan.js?v=47"></script>
@@ -121,43 +121,33 @@ def _resolve_options_source(conn, inst_id: str) -> tuple[str, str, int | None]:
    return default


-def _format_profit_exit_mult(mult: Any) -> str:
-    try:
-        n = float(mult)
-    except (TypeError, ValueError):
-        return "1倍"
-    if n <= 0:
-        return "1倍"
-    if abs(n - round(n)) < 1e-9:
-        return f"{int(round(n))}倍"
-    return f"{n:g}倍"
-
-
 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:
-        rr = _safe_float(hedge.get("profit_rr"))
+        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 opt_type).upper()
+            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"))
        if tgt is not None:
            return f"对冲#{pid} {side} {tgt:g}" if pid is not None else f"{side} {tgt:g}"
-    parts: list[str] = []
+    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 ≥"
-        parts.append(f"{side} {tgt:g}")
-    if p.get("profit_exit_enabled"):
-        parts.append(_format_profit_exit_mult(p.get("profit_exit_mult")))
-    if parts:
-        return " · ".join(parts)
+        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()
@@ -370,39 +360,11 @@ def collect_options_items(
        raw = fetch_options_positions() or []
    except Exception:
        return []
-    pe_map: dict[str, dict[str, Any]] = {}
-    tgt_map: dict[str, dict[str, Any]] = {}
-    hedge_map: dict[str, dict[str, Any]] = {}
-    if conn is not None:
-        try:
-            from lib.options.options_profit_exit_lib import profit_exit_by_inst
-            from lib.options.options_target_lib import targets_by_inst
-            from lib.hedge_plan.hedge_plan_db import active_options_targets_by_inst
-
-            pe_map = profit_exit_by_inst(conn)
-            tgt_map = targets_by_inst(conn)
-            hedge_map = active_options_targets_by_inst(conn)
-        except Exception:
-            pe_map, tgt_map, hedge_map = {}, {}, {}
    out: list[dict[str, Any]] = []
    for p in raw:
        if not isinstance(p, dict):
            continue
-        row = dict(p)
-        inst = str(row.get("inst_id") or row.get("instId") or "").strip()
-        mon = tgt_map.get(inst)
-        if mon:
-            row["target_index"] = mon.get("target_index")
-        pe = pe_map.get(inst)
-        if pe:
-            row["profit_exit_enabled"] = pe.get("profit_exit_enabled")
-            row["profit_exit_mult"] = pe.get("profit_exit_mult")
-        hedge = hedge_map.get(inst)
-        if hedge:
-            row["hedge_plan_target"] = hedge
-            if not mon:
-                row["target_index"] = hedge.get("target_index")
-        out.append(_format_options_item(row, conn=conn))
+        out.append(_format_options_item(p, conn=conn))
    return out


@@ -8,7 +8,7 @@
    <link rel="stylesheet" href="/static/instance_theme_early.css?v=4">
    <link rel="stylesheet" href="/static/account_risk_badge.css?v=4">
    <link rel="stylesheet" href="/static/instance_page.css?v=13">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=117">
+    <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">
@@ -170,7 +170,7 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </script>
-<script src="/static/instance_settings_prefs.js?v=21"></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=31"></script>
 <script src="/static/instance_mobile_nav.js?v=2"></script>
@@ -37,7 +37,7 @@
                {% endif %}
                <div class="env-form-grid">
                    {% for field in group.fields %}
-                    <div class="env-field-row{% if field.restart_required %} env-field-row--restart{% endif %}" data-env-key="{{ field.key }}"{% if field.hidden %} hidden style="display:none"{% endif %}>
+                    <div class="env-field-row{% if field.restart_required %} env-field-row--restart{% endif %}">
                        <label class="env-field-label" for="env-f-{{ field.key }}">
                            {{ field.label or field.key }}
                            {% if field.restart_required %}<span class="env-restart-mark" title="需重启">*</span>{% endif %}
@@ -19,7 +19,7 @@
    <link rel="manifest" href="/static/icons/manifest.webmanifest">
    <title>{{ pwa_app_name }}</title>
    <link rel="stylesheet" href="/static/instance_page.css?v=13">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=117">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=114">

 </head>
 <body
@@ -2045,6 +2045,6 @@ document.addEventListener("DOMContentLoaded", function () {
 });
 {% endif %}
 </script>
-<script src="/static/instance_settings_prefs.js?v=21"></script>
+<script src="/static/instance_settings_prefs.js?v=19"></script>
 </body>
 </html>
@@ -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)
@@ -98,9 +98,6 @@ def init_options_tables(conn: sqlite3.Connection) -> None:
    for ddl in (
        "ALTER TABLE options_trades ADD COLUMN wechat_open_sent INTEGER DEFAULT 0",
        "ALTER TABLE options_trades ADD COLUMN wechat_close_sent INTEGER DEFAULT 0",
-        "ALTER TABLE options_trades ADD COLUMN profit_exit_enabled INTEGER DEFAULT 0",
-        "ALTER TABLE options_trades ADD COLUMN profit_exit_mult REAL DEFAULT 1.0",
-        "ALTER TABLE options_trades ADD COLUMN profit_exit_state TEXT DEFAULT 'idle'",
    ):
        try:
            conn.execute(ddl)
@@ -28,42 +28,25 @@ def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
            conn = cfg["get_db"]()
            try:
                from lib.hedge_plan.hedge_plan_db import active_options_targets_by_inst
-                from lib.options.options_profit_exit_lib import profit_exit_by_inst
                from lib.options.options_target_lib import list_active_targets, list_closing_targets, targets_by_inst

                target_monitors = list_active_targets(conn) + list_closing_targets(conn)
                tgt_map = targets_by_inst(conn)
                hedge_target_map = active_options_targets_by_inst(conn)
-                profit_exit_map = profit_exit_by_inst(conn)
                target_monitors.extend(hedge_target_map.values())
-                for pe in profit_exit_map.values():
-                    if pe.get("profit_exit_enabled"):
-                        target_monitors.append(
-                            {
-                                "inst_id": pe.get("inst_id"),
-                                "exit_mode": "profit_exit",
-                                "profit_exit_mult": pe.get("profit_exit_mult"),
-                                "profit_exit_enabled": True,
-                            }
-                        )
                for p in positions:
                    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
-                    pe = profit_exit_map.get(str(p.get("inst_id") or ""))
-                    if pe:
-                        p["profit_exit_enabled"] = pe.get("profit_exit_enabled")
-                        p["profit_exit_mult"] = pe.get("profit_exit_mult")
-                        p["profit_exit_state"] = pe.get("profit_exit_state")
-                        p["profit_exit_required_recycle"] = pe.get("required_recycle")
                    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,
@@ -428,8 +428,6 @@ def options_monitor_loop(
    profit_ratio: float,
    sync_trades_fn: Callable[[sqlite3.Connection], int] | None = None,
    target_close_fn: Callable[[str], dict[str, Any]] | None = None,
-    profit_exit_close_fn: Callable[[str], dict[str, Any]] | None = None,
-    profit_exit_cfg: dict[str, Any] | None = None,
    stale_pending_fn: Callable[[], dict[str, Any]] | None = None,
    stop_event: Any = None,
 ) -> None:
@@ -457,25 +455,11 @@ 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},
                    )
-                if profit_exit_close_fn is not None:
-                    from lib.options.options_profit_exit_lib import run_options_profit_exits
-
-                    pe_cfg = dict(profit_exit_cfg or {})
-                    pe_cfg.setdefault("send_wechat", send_wechat)
-                    pe_cfg.setdefault("account_label", account_label)
-                    run_options_profit_exits(
-                        conn,
-                        positions,
-                        close_fn=profit_exit_close_fn,
-                        send_wechat=send_wechat,
-                        account_label=account_label,
-                        cfg=pe_cfg,
-                        ex=pe_cfg.get("exchange_options"),
-                    )
                if sync_trades_fn is not None:
                    sync_trades_fn(conn)
                conn.commit()
@@ -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,
    )
@@ -119,26 +119,3 @@ def option_position_limit_block_msg(
            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"
-
-
-def compound_full_single_position_block_msg(
-    ex: Any,
-    *,
-    fetch_positions=None,
-) -> Optional[str]:
-    """全仓复利:账户内已有任意期权持仓则禁止再开(仅允许 1 笔)."""
-    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 "无法获取期权持仓,全仓复利模式暂不可开仓"
-    active = count_live_option_positions(rows)
-    if active >= 1:
-        return f"全仓复利模式仅允许同时持有 1 笔仓位(当前 {active} 笔),请先平仓"
-    return None
@@ -264,25 +264,6 @@ def resolve_budget_full_usdc(trading_usdc: float, trade_budget_usdc: float) -> f
    return min(float(trading_usdc), float(trade_budget_usdc))


-def resolve_compound_full_usdc(
-    trading_usdc: float,
-    *,
-    cap_enabled: bool = False,
-    cap_usdc: float | None = None,
-) -> float:
-    """全仓复利:默认用期权交易户全部可用;上限开关开启时再封顶."""
-    bal = max(0.0, float(trading_usdc or 0))
-    if not cap_enabled:
-        return bal
-    try:
-        cap = float(cap_usdc) if cap_usdc is not None else 0.0
-    except (TypeError, ValueError):
-        cap = 0.0
-    if cap <= 0:
-        return bal
-    return min(bal, cap)
-
-
 def calc_order_size(
    *,
    quote_per_unit: float,
@@ -1,377 +0,0 @@
-"""单独期权翻倍出场:盈利达权利金×倍数后按买一限价平仓.
-
-1 倍 = 盈利金额等于初始权利金 ⇒ 买一可回收 ≥ 权利金 × (1 + 倍数).
-与「目标位」并行;与仅微信提醒的 OKX_OPTIONS_PROFIT_ALERT_RATIO 独立.
-"""
-from __future__ import annotations
-
-import sqlite3
-from typing import Any, Callable
-
-from lib.options.options_db import init_options_tables, sum_open_premium_paid
-
-
-def _safe_float(v: Any) -> float | None:
-    if v is None or v == "":
-        return None
-    try:
-        return float(v)
-    except (TypeError, ValueError):
-        return None
-
-
-def ensure_profit_exit_columns(conn: sqlite3.Connection) -> None:
-    init_options_tables(conn)
-    for ddl in (
-        "ALTER TABLE options_trades ADD COLUMN profit_exit_enabled INTEGER DEFAULT 0",
-        "ALTER TABLE options_trades ADD COLUMN profit_exit_mult REAL DEFAULT 1.0",
-        "ALTER TABLE options_trades ADD COLUMN profit_exit_state TEXT DEFAULT 'idle'",
-    ):
-        try:
-            conn.execute(ddl)
-        except Exception:
-            pass
-
-
-def normalize_profit_exit_mult(raw: Any, *, default: float = 1.0) -> float:
-    try:
-        mult = float(raw)
-    except (TypeError, ValueError):
-        mult = float(default)
-    if mult <= 0:
-        mult = float(default)
-    return round(mult, 4)
-
-
-def profit_exit_hit(
-    *,
-    premium_paid: float,
-    recycle_usdc: float,
-    mult: float,
-) -> bool:
-    """1倍:盈利=权利金 ⇒ recycle ≥ premium×(1+mult)."""
-    prem = float(premium_paid or 0)
-    recv = float(recycle_usdc or 0)
-    m = float(mult or 0)
-    if prem <= 0 or m <= 0 or recv <= 0:
-        return False
-    return recv + 1e-9 >= prem * (1.0 + m)
-
-
-def required_recycle_usdc(premium_paid: float, mult: float) -> float | None:
-    prem = float(premium_paid or 0)
-    m = float(mult or 0)
-    if prem <= 0 or m <= 0:
-        return None
-    return round(prem * (1.0 + m), 4)
-
-
-def set_profit_exit(
-    conn: sqlite3.Connection,
-    *,
-    inst_id: str,
-    enabled: bool,
-    mult: float | None = None,
-) -> dict[str, Any]:
-    ensure_profit_exit_columns(conn)
-    inst = (inst_id or "").strip()
-    if not inst:
-        return {"ok": False, "msg": "缺少 inst_id"}
-    m = normalize_profit_exit_mult(mult if mult is not None else 1.0)
-    rows = conn.execute(
-        """
-        SELECT id FROM options_trades
-        WHERE inst_id = ? AND status = 'open'
-        """,
-        (inst,),
-    ).fetchall()
-    if not rows:
-        return {"ok": False, "msg": "未找到该合约的本地开仓记录"}
-    if enabled:
-        conn.execute(
-            """
-            UPDATE options_trades
-            SET profit_exit_enabled = 1,
-                profit_exit_mult = ?,
-                profit_exit_state = 'active'
-            WHERE inst_id = ? AND status = 'open'
-            """,
-            (m, inst),
-        )
-    else:
-        conn.execute(
-            """
-            UPDATE options_trades
-            SET profit_exit_enabled = 0,
-                profit_exit_state = 'idle'
-            WHERE inst_id = ? AND status = 'open'
-            """,
-            (inst,),
-        )
-    return {
-        "ok": True,
-        "inst_id": inst,
-        "profit_exit_enabled": bool(enabled),
-        "profit_exit_mult": m if enabled else None,
-        "updated": len(rows),
-    }
-
-
-def profit_exit_by_inst(conn: sqlite3.Connection) -> dict[str, dict[str, Any]]:
-    """进行中(active/closing)的翻倍出场,按合约取最新一条规则."""
-    ensure_profit_exit_columns(conn)
-    rows = conn.execute(
-        """
-        SELECT inst_id, profit_exit_enabled, profit_exit_mult, profit_exit_state
-        FROM options_trades
-        WHERE status = 'open'
-          AND (
-            CAST(COALESCE(profit_exit_enabled, 0) AS INTEGER) = 1
-            OR COALESCE(profit_exit_state, 'idle') IN ('active', 'closing')
-          )
-        ORDER BY id DESC
-        """
-    ).fetchall()
-    out: dict[str, dict[str, Any]] = {}
-    for r in rows:
-        inst = str(r["inst_id"] or "").strip()
-        if not inst or inst in out:
-            continue
-        enabled = int(r["profit_exit_enabled"] or 0) == 1
-        state = str(r["profit_exit_state"] or "idle")
-        if not enabled and state not in ("active", "closing"):
-            continue
-        mult = normalize_profit_exit_mult(r["profit_exit_mult"], default=1.0)
-        out[inst] = {
-            "inst_id": inst,
-            "profit_exit_enabled": enabled or state in ("active", "closing"),
-            "profit_exit_mult": mult,
-            "profit_exit_state": state if state in ("active", "closing") else ("active" if enabled else "idle"),
-            "required_recycle": None,
-        }
-    for inst, info in out.items():
-        prem = sum_open_premium_paid(conn, inst)
-        if prem is not None:
-            info["premium_paid"] = prem
-            info["required_recycle"] = required_recycle_usdc(prem, float(info["profit_exit_mult"]))
-    return out
-
-
-def _mark_state(conn: sqlite3.Connection, inst_id: str, state: str) -> None:
-    conn.execute(
-        """
-        UPDATE options_trades
-        SET profit_exit_state = ?
-        WHERE inst_id = ? AND status = 'open'
-        """,
-        (state, inst_id),
-    )
-
-
-def _commit(conn: sqlite3.Connection) -> None:
-    try:
-        conn.commit()
-    except Exception:
-        pass
-
-
-def _result_fully_done(result: dict[str, Any]) -> bool:
-    if result.get("already_flat"):
-        return True
-    if result.get("fully_closed"):
-        return True
-    remaining = result.get("remaining_sheets")
-    if remaining is not None and int(remaining) <= 0 and result.get("ok"):
-        return True
-    return False
-
-
-def close_option_by_bid_profit_exit(
-    cfg: dict[str, Any],
-    ex: Any,
-    inst_id: str,
-    *,
-    sheets: int | None = None,
-) -> dict[str, Any]:
-    from lib.options.options_close_exec_lib import close_option_by_bid1
-
-    return close_option_by_bid1(
-        cfg,
-        ex,
-        inst_id,
-        sheets=sheets,
-        require_recycle_gate=False,
-        signal_note="翻倍出场",
-    )
-
-
-def _estimate_recycle(
-    cfg: dict[str, Any],
-    ex: Any,
-    pos: dict[str, Any],
-    premium_paid: float | None,
-) -> float | None:
-    from lib.options.options_positions_lib import attach_close_preview
-
-    row = dict(pos)
-    attach_close_preview(cfg, ex, row, premium_paid=premium_paid)
-    preview = row.get("close_preview") if isinstance(row.get("close_preview"), dict) else {}
-    if preview.get("bid_invalid"):
-        return None
-    return _safe_float(preview.get("total_received"))
-
-
-def _notify_profit_exit_close(
-    cfg: dict[str, Any] | None,
-    send_wechat: Callable[[str], None] | None,
-    *,
-    account_label: str,
-    inst_id: str,
-    mult: float,
-    premium_paid: float | None,
-    recycle: float | None,
-    result: dict[str, Any],
-    conn: Any = None,
-) -> None:
-    if result.get("fully_closed") or result.get("already_flat"):
-        if cfg is not None:
-            try:
-                from lib.options.options_notify_lib import notify_options_close
-
-                notify_options_close(
-                    cfg,
-                    conn,
-                    inst_id=inst_id,
-                    reason=f"翻倍出场({mult:g}倍)",
-                    sheets=result.get("submitted_sheets"),
-                    premium_received=result.get("premium_received"),
-                    close_quote=result.get("locked_bid_px") or result.get("bid"),
-                )
-                return
-            except Exception:
-                pass
-    if not send_wechat:
-        return
-    try:
-        send_wechat(
-            "\n".join(
-                [
-                    "【OKX期权·翻倍出场】",
-                    f"账户:{account_label}",
-                    f"合约:{inst_id}",
-                    f"倍数:{mult:g}(1倍=盈利=权利金)",
-                    f"权利金:{premium_paid if premium_paid is not None else '—'}",
-                    f"可回收:{recycle if recycle is not None else '—'}",
-                    f"提交张数:{result.get('submitted_sheets') or '—'}",
-                    f"状态:{'已全平' if (result.get('fully_closed') or result.get('already_flat')) else '挂单中/部分'}",
-                ]
-            )
-        )
-    except Exception:
-        pass
-
-
-def run_options_profit_exits(
-    conn: sqlite3.Connection,
-    positions: list[dict[str, Any]],
-    *,
-    close_fn: Callable[[str], dict[str, Any]],
-    recycle_fn: Callable[[dict[str, Any], float | None], float | None] | None = None,
-    send_wechat: Callable[[str], None] | None = None,
-    account_label: str = "OKX期权",
-    cfg: dict[str, Any] | None = None,
-    ex: Any = None,
-) -> int:
-    """扫描开启翻倍出场的 open 仓;买一可回收达标后限价平仓.返回本次新触发条数."""
-    ensure_profit_exit_columns(conn)
-    pos_by_inst = {str(p.get("inst_id") or p.get("instId") or ""): p for p in positions}
-    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:
-        return 0
-
-    rules = profit_exit_by_inst(conn)
-    triggered = 0
-
-    for inst_id, info in list(rules.items()):
-        if not inst_id:
-            continue
-        if inst_id in hedge_managed:
-            _mark_state(conn, inst_id, "idle")
-            conn.execute(
-                """
-                UPDATE options_trades
-                SET profit_exit_enabled = 0, profit_exit_state = 'idle'
-                WHERE inst_id = ? AND status = 'open'
-                """,
-                (inst_id,),
-            )
-            _commit(conn)
-            continue
-        pos = pos_by_inst.get(inst_id)
-        if not pos:
-            # 持仓已平:收尾
-            _mark_state(conn, inst_id, "done")
-            _commit(conn)
-            continue
-
-        state = str(info.get("profit_exit_state") or "active")
-        mult = normalize_profit_exit_mult(info.get("profit_exit_mult"), default=1.0)
-        prem = sum_open_premium_paid(conn, inst_id)
-        if prem is None or prem <= 0:
-            continue
-
-        if state == "closing":
-            result = close_fn(inst_id)
-            if result.get("already_flat") or _result_fully_done(result):
-                _mark_state(conn, inst_id, "done")
-                _commit(conn)
-            else:
-                _mark_state(conn, inst_id, "closing")
-                _commit(conn)
-            continue
-
-        if not info.get("profit_exit_enabled"):
-            continue
-
-        if recycle_fn is not None:
-            recycle = recycle_fn(pos, prem)
-        elif cfg is not None and ex is not None:
-            recycle = _estimate_recycle(cfg, ex, pos, prem)
-        else:
-            continue
-        if recycle is None:
-            continue
-        if not profit_exit_hit(premium_paid=prem, recycle_usdc=recycle, mult=mult):
-            continue
-
-        result = close_fn(inst_id)
-        if result.get("already_flat"):
-            _mark_state(conn, inst_id, "done")
-            _commit(conn)
-            continue
-        if not result.get("ok"):
-            _mark_state(conn, inst_id, "active")
-            _commit(conn)
-            continue
-
-        done = _result_fully_done(result)
-        _mark_state(conn, inst_id, "done" if done else "closing")
-        _commit(conn)
-        triggered += 1
-        _notify_profit_exit_close(
-            cfg,
-            send_wechat,
-            account_label=account_label,
-            inst_id=inst_id,
-            mult=mult,
-            premium_paid=prem,
-            recycle=recycle,
-            result=result,
-            conn=conn,
-        )
-    return triggered
@@ -0,0 +1,509 @@
+"""期权链实时报价:OKX 公共 WS tickers → 内存缓存 → SSE 推前端."""
+from __future__ import annotations
+
+import json
+import logging
+import os
+import queue
+import threading
+import time
+from collections.abc import Iterator
+from typing import Any, Callable
+
+from lib.exchange.okx_public_ws_lib import OkxPublicWs
+from lib.options.options_pricing_lib import (
+    expiry_breakeven_from_ask,
+    idx_distance_to_be,
+)
+
+logger = logging.getLogger(__name__)
+
+OPTIONS_QUOTE_SSE_HEARTBEAT_SEC = float(os.getenv("OKX_OPTIONS_QUOTE_SSE_HEARTBEAT_SEC", "20"))
+OPTIONS_QUOTE_FLUSH_MS = float(os.getenv("OKX_OPTIONS_QUOTE_FLUSH_MS", "120"))
+# OKX 单连接约 240 频道;当前到期日合约 + 指数通常够用
+OPTIONS_QUOTE_MAX_INST = int(os.getenv("OKX_OPTIONS_QUOTE_MAX_INST", "220"))
+
+
+def _safe_float(v: Any) -> float | None:
+    try:
+        if v is None or v == "":
+            return None
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+class OptionsQuoteLive:
+    def __init__(self) -> None:
+        self._lock = threading.RLock()
+        self._watchers: dict[str, dict[str, Any]] = {}
+        self._meta: dict[str, dict[str, Any]] = {}
+        self._tickers: dict[str, dict[str, Any]] = {}
+        self._index_by_uly: dict[str, float] = {}
+        self._index_insts: set[str] = set()
+        self._dirty_inst: set[str] = set()
+        self._dirty_index: set[str] = set()
+        self._version = 0
+        self._subscribers: list[queue.Queue[str | None]] = []
+        self._stop = threading.Event()
+        self._flush_thread: threading.Thread | None = None
+        ws_url = (os.getenv("OKX_PUBLIC_WS_URL") or "").strip() or None
+        self._ws = OkxPublicWs(
+            on_data=self._on_ws_data,
+            name="okx-options-quote-ws",
+            **({"url": ws_url} if ws_url else {}),
+        )
+        self._started = False
+
+    def start(self) -> None:
+        if self._started:
+            return
+        self._started = True
+        self._stop.clear()
+        self._ws.start()
+        self._flush_thread = threading.Thread(
+            target=self._flush_loop, name="options-quote-flush", daemon=True
+        )
+        self._flush_thread.start()
+
+    def stop(self) -> None:
+        self._stop.set()
+        self._ws.stop()
+        self._broadcast(close=True)
+        self._started = False
+
+    def status(self) -> dict[str, Any]:
+        with self._lock:
+            uly = ""
+            exp = ""
+            index_inst = ""
+            if self._watchers:
+                last = next(reversed(list(self._watchers.values())))
+                uly = str(last.get("underlying") or "")
+                exp = str(last.get("exp_time") or "")
+                index_inst = str(last.get("index_inst") or "")
+            return {
+                "ok": True,
+                "started": self._started,
+                "ws_ok": self._ws.connected,
+                "underlying": uly,
+                "index_inst": index_inst,
+                "index_px": self._index_by_uly.get(uly),
+                "watch_exp": exp,
+                "watch_count": len(self._meta),
+                "watcher_count": len(self._watchers),
+                "version": self._version,
+                "last_msg_at": self._ws.last_msg_at,
+            }
+
+    def watch(
+        self,
+        *,
+        underlying: str,
+        exp_time: str | int | None,
+        contracts: list[dict[str, Any]],
+        index_inst_id: str | None = None,
+        watcher_id: str | None = None,
+    ) -> dict[str, Any]:
+        u = (underlying or "ETH").upper()
+        index_id = (index_inst_id or f"{u}-USD").strip()
+        wid = (watcher_id or "default").strip() or "default"
+        meta: dict[str, dict[str, Any]] = {}
+        for c in contracts or []:
+            if not isinstance(c, dict):
+                continue
+            inst_id = str(c.get("inst_id") or c.get("instId") or "").strip()
+            if not inst_id:
+                continue
+            meta[inst_id] = {
+                "inst_id": inst_id,
+                "opt_type": str(c.get("opt_type") or c.get("optType") or "").upper(),
+                "strike": _safe_float(c.get("strike")),
+                "tick_sz": c.get("tick_sz") or c.get("tickSz"),
+                "underlying": u,
+            }
+            if len(meta) >= max(1, OPTIONS_QUOTE_MAX_INST):
+                break
+        with self._lock:
+            self._watchers[wid] = {
+                "underlying": u,
+                "exp_time": str(exp_time or ""),
+                "index_inst": index_id,
+                "meta": meta,
+            }
+            self._rebuild_subscriptions_locked()
+        if not self._started:
+            self.start()
+        return self.status()
+
+    def _rebuild_subscriptions_locked(self) -> None:
+        merged: dict[str, dict[str, Any]] = {}
+        index_insts: set[str] = set()
+        for w in self._watchers.values():
+            index_insts.add(str(w.get("index_inst") or ""))
+            for inst_id, m in (w.get("meta") or {}).items():
+                if inst_id not in merged:
+                    merged[inst_id] = dict(m)
+                if len(merged) >= max(1, OPTIONS_QUOTE_MAX_INST):
+                    break
+            if len(merged) >= max(1, OPTIONS_QUOTE_MAX_INST):
+                break
+        index_insts = {x for x in index_insts if x}
+        self._meta = merged
+        self._index_insts = index_insts
+        keep = set(merged.keys())
+        for k in list(self._tickers.keys()):
+            if k not in keep:
+                self._tickers.pop(k, None)
+        args = [{"channel": "tickers", "instId": iid} for iid in merged]
+        for iid in sorted(index_insts):
+            args.append({"channel": "index-tickers", "instId": iid})
+        # 订阅可能分片 sleep,不能堵 Flask 请求线程
+        threading.Thread(
+            target=self._ws.set_subscriptions,
+            args=(args,),
+            name="okx-options-quote-sub",
+            daemon=True,
+        ).start()
+
+    def as_okx_tickers(self, underlying: str | None = None) -> dict[str, dict[str, Any]]:
+        """转成 build_option_chain 可用的 OKX ticker 字段."""
+        u = (underlying or "").upper()
+        out: dict[str, dict[str, Any]] = {}
+        with self._lock:
+            for inst_id, q in self._tickers.items():
+                if u and str(q.get("underlying") or "").upper() not in ("", u):
+                    continue
+                row: dict[str, Any] = {"instId": inst_id}
+                if q.get("ask") is not None and not q.get("ask_estimated"):
+                    row["askPx"] = q.get("ask")
+                    row["askSz"] = q.get("ask_sz")
+                if q.get("bid") is not None:
+                    row["bidPx"] = q.get("bid")
+                    row["bidSz"] = q.get("bid_sz")
+                if q.get("mark_px") is not None:
+                    row["markPx"] = q.get("mark_px")
+                out[inst_id] = row
+        return out
+
+    def index_px_for(self, underlying: str) -> float | None:
+        u = (underlying or "").upper()
+        with self._lock:
+            return self._index_by_uly.get(u)
+
+    def is_ws_fresh(self, *, max_age_sec: float = 15.0) -> bool:
+        if not self._ws.connected:
+            return False
+        last = float(self._ws.last_msg_at or 0)
+        return last > 0 and (time.time() - last) <= max_age_sec
+
+    def schedule_seed_from_chain(
+        self,
+        chain: dict[str, Any],
+        *,
+        exp_time: str | int | None = None,
+        watcher_id: str | None = None,
+    ) -> None:
+        threading.Thread(
+            target=self.seed_from_chain,
+            kwargs={"chain": chain, "exp_time": exp_time, "watcher_id": watcher_id},
+            name="options-quote-seed",
+            daemon=True,
+        ).start()
+
+    def seed_from_chain(
+        self,
+        chain: dict[str, Any],
+        *,
+        exp_time: str | int | None = None,
+        watcher_id: str | None = None,
+    ) -> None:
+        """REST 拉链后预填报价,并默认监视指定/最近到期."""
+        if not isinstance(chain, dict):
+            return
+        u = str(chain.get("underlying") or "ETH").upper()
+        index_px = _safe_float(chain.get("index_px"))
+        expiries = chain.get("expiries") or []
+        target = None
+        if exp_time is not None and str(exp_time):
+            for e in expiries:
+                if str(e.get("exp_time")) == str(exp_time):
+                    target = e
+                    break
+        if target is None and expiries:
+            target = expiries[0]
+        contracts = list((target or {}).get("contracts") or [])
+        if index_px is not None:
+            with self._lock:
+                self._index_by_uly[u] = index_px
+                self._dirty_index.add(u)
+        for c in contracts:
+            inst_id = str(c.get("inst_id") or "").strip()
+            if not inst_id:
+                continue
+            patch = {
+                "inst_id": inst_id,
+                "ask": c.get("ask"),
+                "bid": c.get("bid"),
+                "ask_sz": c.get("ask_sz"),
+                "bid_sz": c.get("bid_sz"),
+                "mark_px": c.get("mark_px"),
+                "ask_estimated": bool(c.get("ask_estimated")),
+                "expiry_be_px": c.get("expiry_be_px"),
+                "dist_expiry_be": c.get("dist_expiry_be"),
+                "underlying": u,
+            }
+            with self._lock:
+                self._tickers[inst_id] = patch
+                self._dirty_inst.add(inst_id)
+        self.watch(
+            underlying=u,
+            exp_time=(target or {}).get("exp_time"),
+            contracts=contracts,
+            index_inst_id=f"{u}-USD",
+            watcher_id=watcher_id or f"seed:{u}",
+        )
+
+    def _on_ws_data(self, payload: dict[str, Any]) -> None:
+        arg = payload.get("arg") or {}
+        channel = str(arg.get("channel") or "")
+        rows = payload.get("data") or []
+        if not isinstance(rows, list) or not rows:
+            return
+        if channel == "index-tickers":
+            row = rows[0] if isinstance(rows[0], dict) else {}
+            px = _safe_float(row.get("idxPx"))
+            inst = str(row.get("instId") or arg.get("instId") or "")
+            uly = inst.split("-")[0].upper() if inst else ""
+            if px is None or not uly:
+                return
+            with self._lock:
+                if self._index_by_uly.get(uly) == px:
+                    return
+                self._index_by_uly[uly] = px
+                self._dirty_index.add(uly)
+            return
+        if channel != "tickers":
+            return
+        for row in rows:
+            if not isinstance(row, dict):
+                continue
+            inst_id = str(row.get("instId") or arg.get("instId") or "").strip()
+            if not inst_id:
+                continue
+            patch = self._ticker_to_patch(inst_id, row)
+            with self._lock:
+                prev = self._tickers.get(inst_id) or {}
+                if (
+                    prev.get("ask") == patch.get("ask")
+                    and prev.get("bid") == patch.get("bid")
+                    and prev.get("ask_sz") == patch.get("ask_sz")
+                    and prev.get("bid_sz") == patch.get("bid_sz")
+                    and prev.get("mark_px") == patch.get("mark_px")
+                ):
+                    continue
+                self._tickers[inst_id] = patch
+                self._dirty_inst.add(inst_id)
+
+    def _ticker_to_patch(self, inst_id: str, row: dict[str, Any]) -> dict[str, Any]:
+        ask = _safe_float(row.get("askPx"))
+        bid = _safe_float(row.get("bidPx"))
+        ask_sz = _safe_float(row.get("askSz"))
+        bid_sz = _safe_float(row.get("bidSz"))
+        mark = _safe_float(row.get("markPx"))
+        ask_estimated = False
+        with self._lock:
+            meta = dict(self._meta.get(inst_id) or {})
+            uly = str(meta.get("underlying") or inst_id.split("-")[0] or "").upper()
+            index_px = self._index_by_uly.get(uly)
+        if ask is None and mark is not None and mark > 0:
+            ask = mark
+            ask_estimated = True
+            ask_sz = None
+        if bid is None and mark is not None and mark > 0:
+            bid = mark
+        be = expiry_breakeven_from_ask(
+            opt_type=str(meta.get("opt_type") or ""),
+            strike=meta.get("strike"),
+            ask_px=None if ask_estimated else ask,
+            mark_px=mark,
+        )
+        dist = idx_distance_to_be(index_px, be)
+        return {
+            "inst_id": inst_id,
+            "underlying": uly,
+            "ask": ask,
+            "bid": bid,
+            "ask_sz": ask_sz,
+            "bid_sz": bid_sz,
+            "mark_px": mark,
+            "ask_estimated": ask_estimated,
+            "expiry_be_px": be,
+            "dist_expiry_be": dist,
+        }
+
+    def _flush_loop(self) -> None:
+        interval = max(0.05, OPTIONS_QUOTE_FLUSH_MS / 1000.0)
+        while not self._stop.is_set():
+            if self._stop.wait(interval):
+                break
+            event = self._build_flush_event()
+            if event is None:
+                continue
+            self._broadcast(event)
+
+    def _build_flush_event(self) -> str | None:
+        with self._lock:
+            if not self._dirty_inst and not self._dirty_index:
+                return None
+            dirty_uly = set(self._dirty_index)
+            self._dirty_index.clear()
+            quotes: list[dict[str, Any]] = []
+            for inst_id in list(self._dirty_inst):
+                q = self._tickers.get(inst_id)
+                if q:
+                    quotes.append(dict(q))
+            self._dirty_inst.clear()
+            for uly in dirty_uly:
+                index_px = self._index_by_uly.get(uly)
+                if index_px is None:
+                    continue
+                for inst_id, q in list(self._tickers.items()):
+                    if str(q.get("underlying") or "").upper() != uly:
+                        continue
+                    be = q.get("expiry_be_px")
+                    dist = idx_distance_to_be(index_px, be if be is not None else None)
+                    if q.get("dist_expiry_be") != dist:
+                        q2 = dict(q)
+                        q2["dist_expiry_be"] = dist
+                        self._tickers[inst_id] = q2
+                        quotes.append(q2)
+            self._version += 1
+            # 多标的时 index_px 取「最近一次 watch」的标的,前端仍以 payload.underlying 过滤
+            uly = ""
+            exp = ""
+            if self._watchers:
+                last = next(reversed(list(self._watchers.values())))
+                uly = str(last.get("underlying") or "")
+                exp = str(last.get("exp_time") or "")
+            # 若本批只有单一 underlying 的 quotes/index,优先用它
+            quote_ulys = {str(q.get("underlying") or "").upper() for q in quotes if q.get("underlying")}
+            if len(dirty_uly) == 1:
+                uly = next(iter(dirty_uly))
+            elif len(quote_ulys) == 1:
+                uly = next(iter(quote_ulys))
+            payload = {
+                "ok": True,
+                "live": True,
+                "ws_ok": self._ws.connected,
+                "version": self._version,
+                "underlying": uly,
+                "watch_exp": exp,
+                "index_px": self._index_by_uly.get(uly),
+                "indexes": dict(self._index_by_uly),
+                "quotes": quotes,
+                "ts": int(time.time() * 1000),
+            }
+        return json.dumps(payload, ensure_ascii=False)
+
+    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=64)
+        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 self._format_event(
+                {
+                    "ok": True,
+                    "reason": "connect",
+                    **self.status(),
+                    "quotes": [],
+                    "ts": int(time.time() * 1000),
+                }
+            )
+            while True:
+                try:
+                    raw = q.get(timeout=OPTIONS_QUOTE_SSE_HEARTBEAT_SEC)
+                except queue.Empty:
+                    yield ": heartbeat\n\n"
+                    continue
+                if raw is None:
+                    break
+                yield f"event: quotes\ndata: {raw}\n\n"
+        finally:
+            self._unsubscribe(q)
+
+    @staticmethod
+    def _format_event(data: dict[str, Any]) -> str:
+        return "event: quotes\ndata: " + json.dumps(data, ensure_ascii=False) + "\n\n"
+
+
+options_quote_live = OptionsQuoteLive()
+
+
+def start_options_quote_live() -> OptionsQuoteLive:
+    options_quote_live.start()
+    return options_quote_live
+
+
+def register_options_quote_live_routes(app: Any, login_required: Callable) -> None:
+    from flask import Response, jsonify, request, stream_with_context
+
+    start_options_quote_live()
+
+    @app.route("/api/options/quotes/stream")
+    @login_required
+    def api_options_quotes_stream():
+        return Response(
+            stream_with_context(options_quote_live.iter_sse()),
+            mimetype="text/event-stream",
+            headers={
+                "Cache-Control": "no-cache",
+                "Connection": "keep-alive",
+                "X-Accel-Buffering": "no",
+            },
+        )
+
+    @app.route("/api/options/quotes/watch", methods=["POST"])
+    @login_required
+    def api_options_quotes_watch():
+        data = request.get_json(silent=True) or {}
+        contracts = data.get("contracts") or []
+        if not contracts and data.get("inst_ids"):
+            contracts = [{"inst_id": x} for x in (data.get("inst_ids") or [])]
+        st = options_quote_live.watch(
+            underlying=str(data.get("underlying") or "ETH"),
+            exp_time=data.get("exp_time"),
+            contracts=contracts,
+            index_inst_id=data.get("index_inst_id"),
+            watcher_id=str(data.get("watcher_id") or "default"),
+        )
+        return jsonify({"ok": True, **st})
+
+    @app.route("/api/options/quotes/status")
+    @login_required
+    def api_options_quotes_status():
+        return jsonify(options_quote_live.status())
@@ -61,6 +61,14 @@ def install_options_trading(app: Flask, repo_root: str, app_module: Any) -> None
    register_options_routes(app, cfg)
    _register_options_hub_bridge(app, cfg)
    if enabled:
+        try:
+            from lib.options.options_quote_live_lib import register_options_quote_live_routes
+
+            register_options_quote_live_routes(app, cfg["login_required"])
+        except Exception as e:
+            import logging
+
+            logging.getLogger(__name__).exception("options quote live init failed: %s", e)
        _start_monitor_thread(app, cfg)


@@ -103,9 +111,6 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
        "render_main_page": app_module.render_main_page,
        "trade_budget": _env_float("OKX_OPTIONS_TRADE_BUDGET_USDC", 10.0),
        "budget_buffer": _env_float("OKX_OPTIONS_BUDGET_BUFFER", 0.95),
-        "compound_full_enabled": _env_bool("OKX_OPTIONS_COMPOUND_FULL_ENABLED", True),
-        "compound_full_cap_enabled": _env_bool("OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED", False),
-        "compound_full_cap_usdc": _env_float("OKX_OPTIONS_COMPOUND_FULL_CAP_USDC", 300.0),
        "default_underly": (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper(),
        "max_dte_days": _env_float("OKX_OPTIONS_MAX_DTE_DAYS", 2.0),
        "chain_max_dte_days": _env_float("OKX_OPTIONS_CHAIN_MAX_DTE_DAYS", 14.0),
@@ -177,69 +182,6 @@ def _budget_full_usdc(cfg: dict[str, Any], ex: Any) -> tuple[float | None, str]:
    return resolve_budget_full_usdc(trading, float(cap)), ""


-def _compound_full_enabled() -> bool:
-    return _env_bool("OKX_OPTIONS_COMPOUND_FULL_ENABLED", True)
-
-
-def _budget_full_blocked_by_compound_msg() -> str | None:
-    if _compound_full_enabled():
-        return "全仓复利已开启,不可使用单笔预算/打满;请关闭全仓复利或改用全仓复利模式"
-    return None
-
-
-def _size_mode_budget_cap(
-    cfg: dict[str, Any], mode: str, budget_cap: float | None
-) -> float | None:
-    """全仓复利开启时禁用单笔预算封顶(sheets/eth 也不再受 trade_budget 限制)."""
-    if mode in ("budget_full", "compound_full"):
-        return budget_cap
-    if mode in ("sheets", "eth_amount"):
-        if _compound_full_enabled():
-            return None
-        return budget_cap
-    return None
-
-
-def _normalize_size_mode(mode: str) -> tuple[str, str | None]:
-    """全仓复利关闭时强制离开 compound_full,避免前端残留选中导致无法开仓."""
-    m = (mode or "sheets").strip() or "sheets"
-    if m == "compound_full" and not _compound_full_enabled():
-        return "sheets", "全仓复利已关闭,已改用指定张数"
-    if m == "budget_full" and _compound_full_enabled():
-        return "compound_full", None
-    return m, None
-
-
-def _compound_full_usdc(cfg: dict[str, Any], ex: Any) -> tuple[float | None, str]:
-    """全仓复利 = 期权交易户可用(可选上限封顶);再由 calc_order_size × budget_buffer."""
-    if not _compound_full_enabled():
-        return None, "全仓复利未开启(OKX_OPTIONS_COMPOUND_FULL_ENABLED)"
-    from lib.exchange.okx_options_lib import fetch_options_trading_usdc
-    from lib.options.options_pricing_lib import resolve_compound_full_usdc
-
-    raw = fetch_options_trading_usdc(ex)
-    if raw is None or float(raw) <= 0:
-        return None, "交易账户 USDC 可用余额不足"
-    trading = float(raw)
-    # 额度热更读 env(与模板启动值无关)
-    cap_on = _env_bool("OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED", False)
-    cap_v = _env_float("OKX_OPTIONS_COMPOUND_FULL_CAP_USDC", 300.0)
-    if cap_on and cap_v <= 0:
-        return None, "全仓上限无效(OKX_OPTIONS_COMPOUND_FULL_CAP_USDC)"
-    return (
-        resolve_compound_full_usdc(
-            trading,
-            cap_enabled=cap_on,
-            cap_usdc=cap_v,
-        ),
-        "",
-    )
-
-
-def _is_budget_mode(mode: str) -> bool:
-    return mode in ("budget_full", "compound_full")
-
-
 def _open_premium_paid(cfg: dict[str, Any], inst_id: str) -> float | None:
    conn = cfg["get_db"]()
    try:
@@ -421,16 +363,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
            return jsonify({"ok": False, "msg": err})
        force = (request.args.get("force") or "").strip().lower() in ("1", "true", "yes")
        bal = cfg["fetch_options_balances"](ex, force=force, scope="main")
-        return jsonify(
-            {
-                "ok": True,
-                **bal,
-                "trade_budget": _env_float("OKX_OPTIONS_TRADE_BUDGET_USDC", float(cfg.get("trade_budget") or 10)),
-                "compound_full_enabled": _compound_full_enabled(),
-                "compound_full_cap_enabled": _env_bool("OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED", False),
-                "compound_full_cap_usdc": _env_float("OKX_OPTIONS_COMPOUND_FULL_CAP_USDC", 300.0),
-            }
-        )
+        return jsonify({"ok": True, **bal, "trade_budget": cfg["trade_budget"]})

    @app.route("/api/options/chain")
    @lr
@@ -441,6 +374,24 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
        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))
+        fast = (request.args.get("fast") or "").strip().lower() in ("1", "true", "yes")
+        force_tickers = (request.args.get("force_tickers") or "").strip().lower() in ("1", "true", "yes")
+        watch_exp = (request.args.get("exp_time") or "").strip() or None
+        live_index = None
+        live_tickers = None
+        ws_fresh = False
+        try:
+            from lib.options.options_quote_live_lib import options_quote_live
+
+            ws_fresh = options_quote_live.is_ws_fresh()
+            live_index = options_quote_live.index_px_for(u)
+            live_tickers = options_quote_live.as_okx_tickers(u) or None
+        except Exception:
+            pass
+        # fast: WS 已热则跳过整家族 REST tickers(最慢的一步),用 WS 缓存覆盖
+        fetch_tickers = True
+        if fast and ws_fresh and not force_tickers:
+            fetch_tickers = False
        try:
            chain = cfg["build_option_chain"](
                ex,
@@ -448,6 +399,10 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                max_dte_days=chain_max_dte,
                itm_only=False,
                itm_max_dist_usd=cfg["itm_max_dist"],
+                index_px=live_index,
+                tickers_override=live_tickers,
+                fetch_tickers=fetch_tickers,
+                force_tickers=force_tickers,
            )
        except Exception as e:
            return jsonify({"ok": False, "msg": f"加载期权链失败: {e}"})
@@ -456,6 +411,13 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
        # 热更新:每次读 env,保存配置后刷新链即可生效
        ask_liq_filter = _env_bool("OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED", True)
        budget_buffer = _env_float("OKX_OPTIONS_BUDGET_BUFFER", 0.95)
+        if expiries:
+            try:
+                from lib.options.options_quote_live_lib import options_quote_live
+
+                options_quote_live.schedule_seed_from_chain(chain, exp_time=watch_exp)
+            except Exception:
+                pass
        if not expiries:
            return jsonify(
                {
@@ -466,6 +428,8 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                    "ask_liq_filter_enabled": ask_liq_filter,
                    "budget_buffer": budget_buffer,
                    "trade_budget": cfg["trade_budget"],
+                    "chain_fast": fast,
+                    "ws_fresh": ws_fresh,
                }
            )
        return jsonify(
@@ -476,6 +440,10 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                "ask_liq_filter_enabled": ask_liq_filter,
                "budget_buffer": budget_buffer,
                "trade_budget": cfg["trade_budget"],
+                "quote_live": True,
+                "chain_fast": fast,
+                "ws_fresh": ws_fresh,
+                "tickers_fetched": fetch_tickers,
            }
        )

@@ -494,7 +462,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
        ask = q.get("ask")
        ct_mult = q.get("ct_mult") or 0.01
        min_sz = q.get("min_sz") or 1
-        mode = (request.args.get("mode") or "sheets").strip()
+        mode = (request.args.get("mode") or "budget_full").strip()
        sheet_count = None
        try:
            if request.args.get("sheets"):
@@ -505,45 +473,17 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
            paid = _open_premium_paid(cfg, inst_id)
            target = sheet_count if sheet_count is not None else 0
            return jsonify(_attach_close_preview(cfg, ex, {**q, "pos": target, "premium_paid": paid}, sheets=target, premium_paid=paid))
-        mode, mode_note = _normalize_size_mode(mode)
        budget = cfg["trade_budget"]
        budget_cap = cfg["trade_budget"]
        available_usdc = None
        if mode == "budget_full":
-            blocked = _budget_full_blocked_by_compound_msg()
-            if blocked:
-                return jsonify(
-                    {
-                        "ok": False,
-                        "msg": blocked,
-                        "compound_full_enabled": _compound_full_enabled(),
-                    }
-                )
            budget, budget_err = _budget_full_usdc(cfg, ex)
            if budget is None:
-                return jsonify({"ok": False, "msg": budget_err, "compound_full_enabled": _compound_full_enabled()})
+                return jsonify({"ok": False, "msg": budget_err})
            budget_cap = budget
            from lib.exchange.okx_options_lib import fetch_options_trading_usdc

            available_usdc = fetch_options_trading_usdc(ex)
-        elif mode == "compound_full":
-            if not _compound_full_enabled():
-                return jsonify(
-                    {
-                        "ok": False,
-                        "msg": "全仓复利未开启(OKX_OPTIONS_COMPOUND_FULL_ENABLED)",
-                        "compound_full_enabled": False,
-                    }
-                )
-            budget, budget_err = _compound_full_usdc(cfg, ex)
-            if budget is None:
-                return jsonify({"ok": False, "msg": budget_err, "compound_full_enabled": True})
-            budget_cap = budget
-            from lib.exchange.okx_options_lib import fetch_options_trading_usdc
-
-            available_usdc = fetch_options_trading_usdc(ex)
-        elif mode in ("sheets", "eth_amount") and _compound_full_enabled():
-            budget_cap = None
        eth_amount = None
        try:
            if request.args.get("eth_amount"):
@@ -574,7 +514,6 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                        },
                        "available_usdc": available_usdc,
                        "budget_full_usdc": budget if mode == "budget_full" else None,
-                        "compound_full_usdc": budget if mode == "compound_full" else None,
                    }
                )
        except Exception as e:
@@ -611,7 +550,6 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                        },
                        "available_usdc": available_usdc,
                        "budget_full_usdc": budget if mode == "budget_full" else None,
-                        "compound_full_usdc": budget if mode == "compound_full" else None,
                    }
                )
        except Exception as e:
@@ -636,39 +574,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                    },
                    "available_usdc": available_usdc,
                    "budget_full_usdc": budget if mode == "budget_full" else None,
-                    "compound_full_usdc": budget if mode == "compound_full" else None,
                }
            )
-        from lib.options.options_position_limit_lib import (
-            compound_full_single_position_block_msg,
-            option_position_limit_block_msg,
-        )
-
-        if mode == "compound_full":
-            compound_block = compound_full_single_position_block_msg(
-                ex, fetch_positions=cfg.get("fetch_option_positions")
-            )
-            if compound_block:
-                return jsonify(
-                    {
-                        **q,
-                        "ok": True,
-                        "can_open": False,
-                        "msg": compound_block,
-                        "quote_per_unit": ask,
-                        "premium_per_sheet": None,
-                        "sizing": {
-                            "ok": False,
-                            "msg": compound_block,
-                            "sheets": 0,
-                            "eth_amount": 0.0,
-                            "total_premium": 0.0,
-                        },
-                        "available_usdc": available_usdc,
-                        "budget_full_usdc": None,
-                        "compound_full_usdc": budget,
-                    }
-                )
+        from lib.options.options_position_limit_lib import option_position_limit_block_msg

        pos_limit_msg = option_position_limit_block_msg(
            ex,
@@ -693,20 +601,17 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                    },
                    "available_usdc": available_usdc,
                    "budget_full_usdc": budget if mode == "budget_full" else None,
-                    "compound_full_usdc": budget if mode == "compound_full" else None,
                }
            )
        sizing = calc_order_size(
            quote_per_unit=float(ask),
            ct_mult=float(ct_mult),
            min_sz=int(min_sz),
-            budget_usdc=budget if _is_budget_mode(mode) else None,
+            budget_usdc=budget if mode == "budget_full" else None,
            budget_buffer=cfg["budget_buffer"],
            eth_amount=eth_amount if mode == "eth_amount" else None,
            sheets=sheet_count if mode == "sheets" else None,
-            budget_cap=_size_mode_budget_cap(cfg, mode, budget_cap)
-            if mode in ("budget_full", "compound_full", "sheets", "eth_amount")
-            else None,
+            budget_cap=budget_cap if mode in ("budget_full", "sheets", "eth_amount") else None,
        )
        if sizing.get("ok"):
            capped, cap_msg = cap_option_buy_sheets_to_ask_depth(
@@ -728,9 +633,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                    ct_mult=float(ct_mult),
                    min_sz=int(min_sz),
                    sheets=capped,
-                    budget_cap=_size_mode_budget_cap(cfg, mode, budget_cap)
-                    if mode in ("budget_full", "compound_full", "sheets", "eth_amount")
-                    else None,
+                    budget_cap=budget_cap if mode in ("budget_full", "sheets", "eth_amount") else None,
                )
                if sizing.get("ok"):
                    sizing["ask_depth_capped"] = True
@@ -752,10 +655,6 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                "sizing": sizing,
                "available_usdc": available_usdc,
                "budget_full_usdc": budget if mode == "budget_full" else None,
-                "compound_full_usdc": budget if mode == "compound_full" else None,
-                "mode": mode,
-                "mode_note": mode_note,
-                "compound_full_enabled": _compound_full_enabled(),
            }
        )

@@ -787,13 +686,20 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
            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 "sheets").strip()
-        mode, mode_note = _normalize_size_mode(mode)
+        mode = (data.get("mode") or "budget_full").strip()
        signal_note = (data.get("signal_note") or "").strip()
-        if mode_note and mode == "sheets" and (data.get("mode") or "").strip() == "compound_full":
-            # 前端残留全仓复利选中时,已自动改指定张数;继续开仓
-            pass
        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:
@@ -802,12 +708,9 @@ 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"})
-        profit_exit_enabled = bool(data.get("profit_exit_enabled"))
-        profit_exit_mult = 1.0
-        if profit_exit_enabled:
-            from lib.options.options_profit_exit_lib import normalize_profit_exit_mult
-
-            profit_exit_mult = normalize_profit_exit_mult(data.get("profit_exit_mult"), default=1.0)
+        # 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)
@@ -826,17 +729,7 @@ 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 (
-            compound_full_single_position_block_msg,
-            option_position_limit_block_msg,
-        )
-
-        if mode == "compound_full":
-            compound_block = compound_full_single_position_block_msg(
-                ex, fetch_positions=cfg.get("fetch_option_positions")
-            )
-            if compound_block:
-                return jsonify({"ok": False, "msg": compound_block, "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,
@@ -858,49 +751,23 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
            try:
                sheet_count = int(data.get("sheets"))
            except (TypeError, ValueError):
-                sheet_count = None
-            if sheet_count is None or int(sheet_count) < 1:
-                # 全仓复利关闭后前端可能仍带着旧 mode 过来,归一后缺张数则默认 1
-                if (data.get("mode") or "").strip() == "compound_full":
-                    sheet_count = 1
-                else:
-                    return jsonify({"ok": False, "msg": "张数无效"})
+                return jsonify({"ok": False, "msg": "张数无效"})
        budget = cfg["trade_budget"]
        budget_cap = cfg["trade_budget"]
        if mode == "budget_full":
-            blocked = _budget_full_blocked_by_compound_msg()
-            if blocked:
-                return jsonify({"ok": False, "msg": blocked, "compound_full_enabled": _compound_full_enabled()})
            budget, budget_err = _budget_full_usdc(cfg, ex)
            if budget is None:
                return jsonify({"ok": False, "msg": budget_err})
            budget_cap = budget
-        elif mode == "compound_full":
-            if not _compound_full_enabled():
-                return jsonify(
-                    {
-                        "ok": False,
-                        "msg": "全仓复利未开启,请改用指定张数或先开启全仓复利",
-                        "compound_full_enabled": False,
-                    }
-                )
-            budget, budget_err = _compound_full_usdc(cfg, ex)
-            if budget is None:
-                return jsonify({"ok": False, "msg": budget_err})
-            budget_cap = budget
-        elif mode in ("sheets", "eth_amount") and _compound_full_enabled():
-            budget_cap = None
        sizing = calc_order_size(
            quote_per_unit=float(ask),
            ct_mult=ct_mult,
            min_sz=min_sz,
-            budget_usdc=budget if _is_budget_mode(mode) else None,
+            budget_usdc=budget if mode == "budget_full" else None,
            budget_buffer=cfg["budget_buffer"],
            eth_amount=eth_amount,
            sheets=sheet_count,
-            budget_cap=_size_mode_budget_cap(cfg, mode, budget_cap)
-            if mode in ("budget_full", "compound_full", "sheets", "eth_amount")
-            else None,
+            budget_cap=budget_cap if mode in ("budget_full", "sheets", "eth_amount") else None,
        )
        if not sizing.get("ok"):
            return jsonify({"ok": False, "msg": sizing.get("msg") or "张数计算失败", "sizing": sizing})
@@ -983,9 +850,6 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
        open_opt_type = None
        try:
            init_options_tables(conn)
-            from lib.options.options_profit_exit_lib import ensure_profit_exit_columns
-
-            ensure_profit_exit_columns(conn)
            meta = q.get("meta") or {}
            u = str(meta.get("uly") or inst_id).split("-")[0]
            opt_type = meta.get("optType")
@@ -995,9 +859,8 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                """
                INSERT INTO options_trades
                (inst_id, underlying, opt_type, strike, exp_time, sheets, eth_amount,
-                 open_quote, premium_paid, status, signal_note, exchange_ord_id,
-                 profit_exit_enabled, profit_exit_mult, profit_exit_state)
-                VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'open', ?, ?, ?, ?, ?)
+                 open_quote, premium_paid, status, signal_note, exchange_ord_id)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'open', ?, ?)
                """,
                (
                    inst_id,
@@ -1011,26 +874,22 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                    sizing["total_premium"],
                    signal_note,
                    ord_id,
-                    1 if profit_exit_enabled else 0,
-                    profit_exit_mult if profit_exit_enabled else 1.0,
-                    "active" if profit_exit_enabled else "idle",
                ),
            )
            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,
                    sheets=sheets,
                )
-            if profit_exit_enabled:
-                pass  # 列已由 init_options_tables / ensure 迁移
            conn.commit()
        finally:
            conn.close()
@@ -1053,6 +912,7 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                    premium_paid=sizing.get("total_premium"),
                    open_quote=fill_px,
                    target_index=target_index,
+                    profit_rr=profit_rr,
                    signal_note=signal_note,
                )
            finally:
@@ -1149,11 +1009,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
        conn = cfg["get_db"]()
        try:
            from lib.options.options_target_lib import targets_by_inst
-            from lib.options.options_profit_exit_lib import profit_exit_by_inst
            from lib.hedge_plan.hedge_plan_db import active_options_targets_by_inst

            tgt_map = targets_by_inst(conn)
-            profit_exit_map = profit_exit_by_inst(conn)
            hedge_target_map = active_options_targets_by_inst(conn)
            rows = []
            for p in raw:
@@ -1170,17 +1028,14 @@ 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
-                pe = profit_exit_map.get(inst)
-                if pe:
-                    row["profit_exit_enabled"] = pe.get("profit_exit_enabled")
-                    row["profit_exit_mult"] = pe.get("profit_exit_mult")
-                    row["profit_exit_state"] = pe.get("profit_exit_state")
-                    row["profit_exit_required_recycle"] = pe.get("required_recycle")
                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

@@ -1238,12 +1093,28 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                conn_h.close()
        except Exception as e:
            return jsonify({"ok": False, "msg": f"对冲托管校验失败: {e}"})
-        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"})
+        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"})
@@ -1272,6 +1143,7 @@ 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,
@@ -1304,62 +1176,6 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
        finally:
            conn.close()

-    @app.route("/api/options/profit-exit", methods=["POST"])
-    @lr
-    def api_options_profit_exit_set():
-        ex, err = _require_options_ex(cfg)
-        if ex is None:
-            return jsonify({"ok": False, "msg": err})
-        data = request.get_json(silent=True) or {}
-        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,禁止在期权页设置翻倍出场",
-                        }
-                    )
-            finally:
-                conn_h.close()
-        except Exception as e:
-            return jsonify({"ok": False, "msg": f"对冲托管校验失败: {e}"})
-        enabled_raw = data.get("enabled")
-        if enabled_raw is None:
-            enabled_raw = data.get("profit_exit_enabled")
-        enabled = bool(enabled_raw) and str(enabled_raw).strip().lower() not in (
-            "0",
-            "false",
-            "off",
-            "no",
-        )
-        from lib.options.options_profit_exit_lib import normalize_profit_exit_mult, set_profit_exit
-
-        mult = normalize_profit_exit_mult(data.get("mult", data.get("profit_exit_mult")), default=1.0)
-        raw = cfg["fetch_option_positions"](ex)
-        if raw is None:
-            return jsonify({"ok": False, "msg": "获取期权持仓失败"})
-        if not _find_position(raw, inst_id):
-            return jsonify({"ok": False, "msg": "未找到持仓"})
-        conn = cfg["get_db"]()
-        try:
-            out = set_profit_exit(conn, inst_id=inst_id, enabled=enabled, mult=mult)
-            if out.get("ok"):
-                conn.commit()
-            return jsonify(out)
-        finally:
-            conn.close()
-
    @app.route("/api/options/close", methods=["POST"])
    @lr
    def api_options_close():
@@ -1674,7 +1490,24 @@ 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
@@ -1713,24 +1546,6 @@ def _start_monitor_thread(app: Flask, cfg: dict[str, Any]) -> None:
                pass
        return result

-    def _profit_exit_close(inst_id: str) -> dict[str, Any]:
-        from lib.options.options_profit_exit_lib import close_option_by_bid_profit_exit
-
-        ex = cfg.get("exchange_options")
-        if ex is None:
-            return {"ok": False, "msg": "期权 exchange 未就绪"}
-        result = close_option_by_bid_profit_exit(cfg, ex, inst_id)
-        if result.get("ok"):
-            try:
-                _sync_options_trades(cfg, force=True)
-            except Exception:
-                pass
-            try:
-                _mark_balances_stale(cfg)
-            except Exception:
-                pass
-        return result
-
    def _stale_pending() -> dict[str, Any]:
        from lib.exchange.okx_options_lib import invalidate_option_positions_cache
        from lib.options.options_pending_lib import cancel_stale_close_pending_orders
@@ -1781,8 +1596,6 @@ def _start_monitor_thread(app: Flask, cfg: dict[str, Any]) -> None:
            "profit_ratio": cfg["profit_ratio"],
            "sync_trades_fn": _sync,
            "target_close_fn": _target_close,
-            "profit_exit_close_fn": _profit_exit_close,
-            "profit_exit_cfg": cfg,
            "stale_pending_fn": _stale_pending,
        },
        daemon=True,
@@ -129,7 +129,6 @@ def init_options_review_tables(conn: sqlite3.Connection) -> None:
    _ensure_column(conn, "options_review_trades", "excluded_as_hedge_leg", "INTEGER DEFAULT 0")
    _ensure_column(conn, "options_review_trades", "target_price_up", "REAL")
    _ensure_column(conn, "options_review_trades", "target_price_down", "REAL")
-    _ensure_column(conn, "options_review_trades", "profit_rr", "REAL")


 def _ensure_column(conn: sqlite3.Connection, table: str, col: str, typedef: str) -> None:
@@ -450,7 +450,6 @@ def upsert_hedge_plan_row(
        "target_price": _safe_float(plan.get("target_price")),
        "target_price_up": _safe_float(plan.get("target_price_up")),
        "target_price_down": _safe_float(plan.get("target_price_down")),
-        "profit_rr": _safe_float(plan.get("profit_rr")),
        "legs_json": _legs_json_from_plan(legs),
    }
    existing = conn.execute(
@@ -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.
@@ -412,7 +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
@@ -429,8 +551,7 @@ 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(
@@ -444,17 +565,15 @@ def run_options_target_closes(
        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)
@@ -472,15 +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(
@@ -489,6 +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,
@@ -2,11 +2,7 @@
     data-default-underly="{{ options_default_underly | default('ETH') }}"
     data-budget-buffer="{{ options_budget_buffer | default(0.95) }}"
     data-trade-budget="{{ options_trade_budget | default(10) }}"
-     data-compound-full-enabled="{% if options_compound_full_enabled %}1{% else %}0{% endif %}"
-     data-compound-cap-enabled="{% if options_compound_full_cap_enabled %}1{% else %}0{% endif %}"
-     data-compound-cap-usdc="{{ '%.2f'|format(options_compound_full_cap_usdc|default(300)|float) }}"
     data-ask-liq-filter="{% if options_chain_ask_liq_filter is defined %}{{ '1' if options_chain_ask_liq_filter else '0' }}{% else %}1{% endif %}">
-    {% set compound_on = options_compound_full_enabled if options_compound_full_enabled is defined else true %}
    {% if not options_enabled %}
    <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 %}
@@ -27,8 +23,6 @@
                        <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;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>「全仓复利」用期权交易户<strong>全部可用</strong>×缓冲开仓(不受单笔预算限制);可选开启全仓上限;该模式下仅允许同时 1 笔持仓。</li>
-                        <li><strong>翻倍出场</strong>:开仓时可勾选;1倍=盈利等于权利金,买一可回收达标后限价平;持仓卡可改倍数或关闭。</li>
                        <li>平仓仅买一限价,详见说明文档。</li>
                    </ul>
                    <p><a href="/options/guide" target="_blank" rel="noopener">打开《期权开平仓与监控说明》</a></p>
@@ -113,46 +107,28 @@
                            </div>
                            <div class="options-estimate-row">
                                <div class="opt-est-main">
-                                    <label class="btn-secondary opt-order-chip" for="opt-target-idx" title="仅作到期实值估算参考">目标位(指数)</label>
-                                    <input type="number" id="opt-target-idx" class="opt-target-idx" step="0.1" min="0" placeholder="参考指数·到期实值"
+                                    <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">盈亏比</span>
-                                    <span id="opt-est-rr" class="v" title="盈利金额÷本合约权利金">—</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">目标位仅参考(按到期实值估);盈亏比=盈利÷权利金;到位后按买一限价平;无止损,到期即止损</span>
-                            </div>
-                            <div class="options-estimate-row opt-profit-exit-row">
-                                <div class="opt-est-main">
-                                    <label class="btn-secondary opt-order-chip" for="opt-profit-exit-enabled" title="开启后监控买一可回收;达标按买一限价平">
-                                        <input type="checkbox" id="opt-profit-exit-enabled">
-                                        <span>翻倍出场</span>
-                                    </label>
-                                    <label class="k" for="opt-profit-exit-mult">倍数</label>
-                                    <input type="number" id="opt-profit-exit-mult" class="opt-profit-exit-mult" min="0.1" step="0.1" value="1"
-                                           autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
-                                </div>
-                                <span class="muted opt-est-note">1倍=盈利等于权利金(可回收≥2×权利金);可开可关,与目标位并行</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">
                                    <label class="btn-secondary opt-order-chip opt-size-mode-chip">
-                                        <input type="radio" name="opt-size-mode" value="sheets"{% if not compound_on %} checked{% endif %}>
+                                        <input type="radio" name="opt-size-mode" value="sheets" checked>
                                        <span>指定张数</span>
                                    </label>
                                    <input type="number" id="opt-sheets-amount" min="1" step="1" value="1" placeholder="张数"
                                           autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
-                                    <label class="btn-secondary opt-order-chip opt-size-mode-chip" id="opt-size-mode-budget-wrap"{% if compound_on %} hidden{% endif %}>
-                                        <input type="radio" name="opt-size-mode" value="budget_full"{% if compound_on %} disabled{% endif %}>
+                                    <label class="btn-secondary opt-order-chip opt-size-mode-chip">
+                                        <input type="radio" name="opt-size-mode" value="budget_full">
                                        <span>按可用余额打满</span>
                                    </label>
-                                    <label class="btn-secondary opt-order-chip opt-size-mode-chip" id="opt-size-mode-compound-wrap"{% if not compound_on %} hidden{% endif %}>
-                                        <input type="radio" name="opt-size-mode" value="compound_full"{% if compound_on %} checked{% endif %}{% if not compound_on %} disabled{% endif %}>
-                                        <span>全仓复利</span>
-                                    </label>
                                    <label class="btn-secondary opt-order-chip opt-size-mode-chip">
                                        <input type="radio" name="opt-size-mode" value="eth_amount" id="opt-size-mode-eth">
                                        <span>指定币数量</span>
@@ -163,9 +139,6 @@
                                <p class="muted opt-budget-full-hint" id="opt-budget-full-hint" style="display:none;margin:6px 0 0;font-size:.82rem;line-height:1.4">
                                    余额 &gt; 单笔预算(<span id="opt-budget-full-cap">{{ '%.2f'|format(options_trade_budget|default(10)|float) }}</span>U)时按预算;余额不足时按余额;再乘预算缓冲算张数。
                                </p>
-                                <p class="muted opt-compound-full-hint" id="opt-compound-full-hint" style="display:none;margin:6px 0 0;font-size:.82rem;line-height:1.4">
-                                    用期权交易户全部可用×缓冲开仓;不受单笔预算限制。<span id="opt-compound-cap-line">全仓上限关闭</span>。仅允许同时持有 1 笔仓位。
-                                </p>
                                <input type="text" id="opt-signal-note" name="opt_signal_note" class="opt-signal-note" placeholder="备注(关键位说明)"
                                       autocomplete="off" autocorrect="off" autocapitalize="off" spellcheck="false"
                                       data-lpignore="true" data-1p-ignore="true" data-form-type="other" readonly>
@@ -210,7 +183,6 @@
                                <li>本轮只锁<strong>买一</strong>:张数 = min(持仓, 买一深度),限价 = 当场买一。</li>
                                <li>买一不够时只平能吃掉的部分,剩余等下次再点「买一平仓」。</li>
                                <li>手动平仓只验有效买一(非残档);目标触达后才平,2×权利金只是门控(到 2× 本身不会自动平)。</li>
-                                <li><strong>翻倍出场</strong>:开启后可自选倍数(默认1);1倍=盈利等于权利金,买一可回收达标即限价平;可随时关闭。</li>
                                <li>全程 <code>reduceOnly</code> 限价卖,不吃买二及以下、不走市价。</li>
                            </ul>
                            <p><a href="/options/guide" target="_blank" rel="noopener">打开《期权开平仓与监控说明》</a></p>
@@ -350,4 +322,4 @@
    </div>
 </div>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/options_panel.js?v=64"></script>
+<script src="/static/options_panel.js?v=59"></script>
@@ -416,4 +416,4 @@
    </section>
 </div>

-<script src="/static/options_review.js?v=23"></script>
+<script src="/static/options_review.js?v=24"></script>
@@ -4,13 +4,10 @@
 {% endif %}
 {% macro trade_policy_symbol(name, id, value='', required=true, placeholder='BTC 或 BTC/USDT') -%}
 {% if trade_policy.symbol_restrict_enabled and trade_policy.symbol_whitelist %}
-{% set wl = trade_policy.symbol_whitelist %}
-{% set sole_sym = wl[0] if (wl|length) == 1 else '' %}
-{% set effective = value if value else sole_sym %}
-<select name="{{ name }}" id="{{ id }}" {% if required %}required{% endif %} class="trade-policy-symbol-select"{% if sole_sym %} data-sole-symbol="{{ sole_sym }}"{% endif %}>
-    {% if not sole_sym %}<option value="">选择币种</option>{% endif %}
-    {% for sym in wl %}
-    <option value="{{ sym }}" {% if effective and ((effective|upper) == sym or (effective|upper).startswith(sym ~ '/')) %}selected{% endif %}>{{ sym }}/USDT</option>
+<select name="{{ name }}" id="{{ id }}" {% if required %}required{% endif %} class="trade-policy-symbol-select">
+    <option value="">选择币种</option>
+    {% for sym in trade_policy.symbol_whitelist %}
+    <option value="{{ sym }}" {% if value and ((value|upper) == sym or (value|upper).startswith(sym ~ '/')) %}selected{% endif %}>{{ sym }}/USDT</option>
    {% endfor %}
 </select>
 {% else %}
@@ -17,20 +17,15 @@ def trade_policy_template_context(policy: TradePolicy) -> dict:


 def default_symbol_for_policy(policy: TradePolicy, raw_default: str) -> str:
-    d = (raw_default or "").strip()
+    d = (raw_default or "BTC/USDT").strip() or "BTC/USDT"
    if policy.symbol_restrict_enabled and policy.symbol_whitelist:
-        # 白名单仅一币时直接用 env 币种,表单下拉同步默认选中
-        if len(policy.symbol_whitelist) == 1:
-            return f"{policy.symbol_whitelist[0]}/USDT"
        from lib.trade.trade_policy_lib import symbol_base_coin

-        base = symbol_base_coin(d or "BTC/USDT")
+        base = symbol_base_coin(d)
        if base not in policy.symbol_whitelist:
            return f"{policy.symbol_whitelist[0]}/USDT"
-        if d:
-            return d if "/" in d else f"{base}/USDT"
-        return f"{policy.symbol_whitelist[0]}/USDT"
-    return d or "BTC/USDT"
+    return d
+

 def check_symbol_policy(
    policy: TradePolicy,
@@ -23,9 +23,8 @@ HUB_DISABLED_IDS=
 # true=允许 RFC1918 私网访问中控页面;false=仅 127.0.0.1(反代须指向 127.0.0.1:5100)
 HUB_TRUST_LAN=true

-# 默认 true(代码默认允许公网/反代访问中控,靠 HUB_PASSWORD 保护)
-# 仅本机调试可关: HUB_ALLOW_PUBLIC=false
-HUB_ALLOW_PUBLIC=true
+# 云服务器用域名/HTTPS 反代访问中控时设为 true(否则公网可能看到 {"detail":"forbidden"})
+# HUB_ALLOW_PUBLIC=true

 # 中控 Web 登录(默认 admin / admin123;生产环境请在 .env 中修改)
 HUB_USERNAME=admin
@@ -187,9 +187,9 @@ HUB_PORT = int(os.getenv("HUB_PORT", "5100"))
 HUB_BRIDGE_TOKEN = (os.getenv("HUB_BRIDGE_TOKEN") or os.getenv("CONTROL_TOKEN") or "").strip()
 _trust_raw = (os.getenv("HUB_TRUST_LAN", "true") or "").strip().lower()
 HUB_TRUST_LAN = _trust_raw not in ("0", "false", "no", "off")
-# 默认 true:云端域名/反代可访问;仅靠 HUB_PASSWORD 保护.本地若要强制仅本机,设 HUB_ALLOW_PUBLIC=false
-_allow_pub_raw = (os.getenv("HUB_ALLOW_PUBLIC", "true") or "").strip().lower()
-HUB_ALLOW_PUBLIC = _allow_pub_raw not in ("0", "false", "no", "off")
+_allow_pub_raw = (os.getenv("HUB_ALLOW_PUBLIC") or "").strip().lower()
+# 云服务器 + 域名反代时设为 true:不做 IP 限制,仅靠 HUB_PASSWORD / 登录页保护
+HUB_ALLOW_PUBLIC = _allow_pub_raw in ("1", "true", "yes", "on")
 DIR = Path(__file__).resolve().parent
 HUB_BUILD = "20260607-hub-archive"
 _archive_sync_stop: asyncio.Event | None = None
@@ -3928,54 +3928,34 @@
    );
  }

-  function formatProfitExitMultLabel(mult) {
-    const n = Number(mult);
-    if (!Number.isFinite(n) || n <= 0) return "1倍";
-    if (Math.abs(n - Math.round(n)) < 1e-9) return String(Math.round(n)) + "倍";
-    return fmt(n, 2) + "倍";
-  }
-
-  function renderOptionsTargetCell(target, pos) {
-    if (target && target.managed_by === "hedge_plan") {
-      const rr = target.profit_rr != null ? Number(target.profit_rr) : null;
-      if (rr != null && rr > 0) {
-        return `<td class="hub-opt-target-cell is-on is-hedge" title="由对冲计划监控">对冲#${esc(target.plan_id)} 盈亏比 ${esc(fmt(rr, 2))}</td>`;
+  function renderOptionsTargetCell(target) {
+    if (!target) return "<td>—</td>";
+    const rr =
+      target.profit_rr != null
+        ? Number(target.profit_rr)
+        : target.oo_profit_rr != null
+          ? Number(target.oo_profit_rr)
+          : null;
+    if (rr != null && Number.isFinite(rr) && rr > 0) {
+      const txt = `盈亏比×${fmt(rr, 2)}`;
+      if (target.managed_by === "hedge_plan") {
+        return `<td class="hub-opt-target-cell is-on is-hedge" title="由对冲计划监控">对冲#${esc(target.plan_id)} ${esc(txt)}</td>`;
      }
-      const side = String(target.opt_type || "").toUpperCase() === "P" ? "Put≤" : "Call≥";
-      const px = target.target_index != null ? fmt(target.target_index, 1) : "—";
+      return `<td class="hub-opt-target-cell is-on" title="盈亏比监控">${esc(txt)}</td>`;
+    }
+    const side = String(target.opt_type || "").toUpperCase() === "P" ? "Put≤" : "Call≥";
+    const px = target.target_index != null ? fmt(target.target_index, 1) : "—";
+    if (target.managed_by === "hedge_plan") {
      return `<td class="hub-opt-target-cell is-on is-hedge" title="由对冲计划监控">对冲#${esc(target.plan_id)} ${esc(side)} ${esc(px)}</td>`;
    }
-    const parts = [];
-    const hasIndex =
-      target &&
-      target.exit_mode !== "profit_exit" &&
-      target.target_index != null &&
-      Number(target.target_index) > 0;
-    if (hasIndex) {
-      const side = String(target.opt_type || (pos && pos.opt_type) || "").toUpperCase() === "P" ? "Put≤" : "Call≥";
-      parts.push(side + " " + fmt(target.target_index, 1));
-    }
-    const peOn =
-      !!(pos && pos.profit_exit_enabled) ||
-      !!(target && (target.exit_mode === "profit_exit" || target.profit_exit_enabled));
-    if (peOn) {
-      const mult =
-        pos && pos.profit_exit_mult != null
-          ? pos.profit_exit_mult
-          : target && target.profit_exit_mult != null
-            ? target.profit_exit_mult
-            : 1;
-      parts.push(formatProfitExitMultLabel(mult));
-    }
-    if (!parts.length) return "<td>—</td>";
-    return `<td class="hub-opt-target-cell is-on" title="目标监控">${esc(parts.join(" · "))}</td>`;
+    return `<td class="hub-opt-target-cell is-on" title="目标监控">${esc(side)} ${esc(px)}</td>`;
  }

  function renderOptionsPositionsTable(pos, targets) {
    if (!pos.length) return '<div class="empty-hint hub-slot-pos">暂无期权持仓</div>';
    const showPnl = showAccountPnlPref();
    let html = '<div class="table-wrap hub-options-table-wrap"><table class="hub-options-table"><thead><tr>';
-    html += "<th>合约</th><th>类型</th><th>张数</th><th>到期倒计时</th><th>目标监控</th>";
+    html += "<th>合约</th><th>类型</th><th>张数</th><th>到期倒计时</th><th>盈亏比</th>";
    if (showPnl) html += "<th>净盈亏</th><th>收益率</th>";
    html += "</tr></thead><tbody>";
    pos.forEach((p) => {
@@ -3997,7 +3977,7 @@
        <td>${esc(optType)}</td>
        <td>${esc(p.pos)}</td>
        <td>${optionsExpiryCdHtml(p.exp_time_ms != null ? p.exp_time_ms : p.exp_time)}</td>
-        ${renderOptionsTargetCell(target, p)}`;
+        ${renderOptionsTargetCell(target)}`;
      if (showPnl) {
        html += `<td class="${pnlCls(net)}">${net == null ? "—" : fmt(net, 2)}</td>
        <td class="${pnlCls(net)}">${roi == null ? "—" : esc(Number(roi).toFixed(2)) + "%"}</td>`;
@@ -115,7 +115,7 @@
                  <span class="plan-radio-row" id="plan-create-direction"></span>
                </label>
                <label class="plan-field">
-                  <span>目标位</span>
+                  <span>盈亏比</span>
                  <input id="plan-create-target" type="text" placeholder="如 68500" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
                </label>
                <label class="plan-field">
@@ -1765,8 +1765,8 @@
  <script src="/assets/ai_review_render.js?v=3"></script>
  <script src="/assets/time_close_ui.js?v=3"></script>
  <script src="/assets/options_expiry_countdown.js?v=1"></script>
-  <script src="/assets/options_position_cards.js?v=4"></script>
+  <script src="/assets/options_position_cards.js?v=5"></script>
  <script src="/assets/backup.js?v=1"></script>
-  <script src="/assets/app.js?v=20260812-profit-exit"></script>
+  <script src="/assets/app.js?v=20260811-opt-rr"></script>
 </body>
 </html>
@@ -146,7 +146,7 @@
            return;
          }
          if (r.status === 403) {
-            showErr("访问被拒绝(403):请确认 HUB_ALLOW_PUBLIC 未设为 false,并检查反代/登录配置");
+            showErr("访问被拒绝(403):云端 hub 需设置 HUB_ALLOW_PUBLIC=true");
          } else {
            showErr(j.detail || j.msg || "用户名或密码错误 (" + r.status + ")");
          }
@@ -4,6 +4,7 @@
 flask>=3.0,<4
 requests>=2.31,<3
 ccxt>=4.2,<5
+websocket-client>=1.6,<2
 werkzeug>=3.0,<4
 PySocks>=1.7,<2
 Pillow>=10.0,<12
@@ -109,16 +109,12 @@ class TestHedgePlanCalc(unittest.TestCase):
        )
        self.assertEqual(p["summary"]["premium_paid"], 10)
        self.assertTrue(p["summary"]["expiry_is_loss"])
-        self.assertEqual(p["summary"]["profit_rr"], 2)
-        self.assertEqual(p["summary"]["at_rr_a_full_total"], 15)  # 盈利=2*10, 亏腿-5
-        self.assertEqual(len(p["scenarios"]), 5)
-        self.assertEqual(p["scenarios"][0]["id"], "rr_leg_a_full")
-        self.assertEqual(p["scenarios"][1]["id"], "rr_leg_b_full")
-        # 到期实值反推:Call 盈利20 → 价值25 → 每币2500 → spot=3300+2500
-        self.assertEqual(p["scenarios"][0]["spot"], 5800.0)
-        # Put 盈利20 → spot=3100-2500
-        self.assertEqual(p["scenarios"][1]["spot"], 600.0)
-        self.assertEqual(p["scenarios"][2]["spot"], 5800.0)  # 残值情景同腿A反推
+        self.assertEqual(p["summary"]["rr_risk_premium"], 10)
+        self.assertEqual(p["summary"]["oo_profit_rr"], 2)
+        self.assertAlmostEqual(p["summary"]["target_profit"], 20.0, places=4)
+        self.assertEqual(len(p["scenarios"]), 3)
+        self.assertEqual(p["scenarios"][0]["id"], "rr_target")
+        self.assertEqual(p["scenarios"][1]["id"], "expiry_flat")

    def test_oo_legacy_single_target_still_works(self):
        a = {"opt_type": "C", "strike": 3300, "sheets": 1, "ct_mult": 0.01, "premium_paid": 5}
@@ -127,6 +123,21 @@ class TestHedgePlanCalc(unittest.TestCase):
        self.assertEqual(p["target_price_up"], 3500)
        self.assertEqual(p["target_price_down"], 3500)

+    def test_oo_legacy_up_down_rr_fields(self):
+        a = {"opt_type": "C", "strike": 3300, "sheets": 1, "ct_mult": 0.01, "premium_paid": 5}
+        b = {"opt_type": "P", "strike": 3100, "sheets": 1, "ct_mult": 0.01, "premium_paid": 5}
+        p = build_options_options_preview(
+            target_price_up=3500,
+            target_price_down=3000,
+            index_px=3200,
+            leg_a=a,
+            leg_b=b,
+        )
+        self.assertIsNotNone(p["summary"]["rr_at_up"])
+        self.assertAlmostEqual(p["summary"]["rr_at_up"], p["summary"]["at_target_up_total"] / 10, places=4)
+        self.assertEqual(p["scenarios"][0]["id"], "target_up")
+        self.assertEqual(p["scenarios"][1]["id"], "target_down")
+
    def test_perp_short_pnl(self):
        self.assertEqual(
            perp_pnl(direction="short", entry=100, exit_px=90, contracts=1, contract_size=1),
@@ -155,7 +155,7 @@ class TestHedgeHistoryStats(unittest.TestCase):
        self.assertEqual(targets["ETH-USD_UM-260719-1850-P"]["target_index"], 1800)
        self.assertEqual(targets["ETH-USD_UM-260719-1890-C"]["managed_by"], "hedge_plan")

-    def test_active_options_targets_profit_rr(self):
+    def test_active_options_targets_rr_mode_marks_managed(self):
        conn = _mem()
        pid = insert_plan(
            conn,
@@ -163,7 +163,7 @@ class TestHedgeHistoryStats(unittest.TestCase):
                "plan_type": "options_options",
                "status": "active",
                "underlying": "ETH",
-                "profit_rr": 2,
+                "oo_profit_rr": 2,
            },
        )
        insert_leg(
@@ -177,9 +177,9 @@ class TestHedgeHistoryStats(unittest.TestCase):
            },
        )
        targets = active_options_targets_by_inst(conn)
-        self.assertEqual(targets["ETH-USD_UM-260719-1890-C"]["profit_rr"], 2)
-        self.assertEqual(targets["ETH-USD_UM-260719-1890-C"]["exit_mode"], "profit_rr")
+        self.assertEqual(targets["ETH-USD_UM-260719-1890-C"]["managed_by"], "hedge_plan")
        self.assertIsNone(targets["ETH-USD_UM-260719-1890-C"]["target_index"])
+        self.assertEqual(targets["ETH-USD_UM-260719-1890-C"]["oo_profit_rr"], 2.0)


 if __name__ == "__main__":
@@ -104,7 +104,8 @@ class TestHedgeMoneyness(unittest.TestCase):
        err = validate_start_body(
            "options_options",
            {
-                "profit_rr": 2,
+                "target_price_up": 1900,
+                "target_price_down": 1700,
                "index_px": 1800,
                "leg_a": {"inst_id": "ETH-USD-260731-1700-C", "opt_type": "C", "strike": 1700},
                "leg_b": {"inst_id": "ETH-USD-260731-1900-P", "opt_type": "P", "strike": 1900},
@@ -169,7 +169,9 @@ class TestHedgePlanOrderPath(unittest.TestCase):
            "budget_buffer": 0.95,
        }
        body = {
-            "profit_rr": 2,
+            "target_price": 1900,
+            "target_price_up": 1950,
+            "target_price_down": 1750,
            "oo_sheets_mode": "same_sheets",
            "leg_a": {"inst_id": "A", "sheets": 1, "opt_type": "C"},
            "leg_b": {"inst_id": "B", "sheets": 1, "opt_type": "P"},
@@ -0,0 +1,55 @@
+"""期权合约列表缓存与限频退避."""
+from __future__ import annotations
+
+import time
+import unittest
+from unittest.mock import MagicMock, patch
+
+from lib.exchange import okx_options_lib as m
+
+
+class FetchOptionInstrumentsCacheTests(unittest.TestCase):
+    def setUp(self):
+        m.invalidate_option_instruments_cache()
+
+    def tearDown(self):
+        m.invalidate_option_instruments_cache()
+
+    def test_cache_hit_skips_second_api_call(self):
+        ex = MagicMock()
+        ex.public_get_public_instruments.return_value = {
+            "data": [
+                {
+                    "instId": "ETH-USD_UM-260812-2000-C",
+                    "state": "live",
+                    "expTime": "9999999999999",
+                }
+            ]
+        }
+        a = m.fetch_option_instruments(ex, "ETH-USD_UM")
+        b = m.fetch_option_instruments(ex, "ETH-USD_UM")
+        self.assertEqual(len(a), 1)
+        self.assertEqual(len(b), 1)
+        self.assertEqual(ex.public_get_public_instruments.call_count, 1)
+
+    @patch("lib.exchange.okx_options_lib.time.sleep", return_value=None)
+    def test_rate_limit_falls_back_to_stale_cache(self, _sleep):
+        ex = MagicMock()
+        ex.public_get_public_instruments.return_value = {
+            "data": [{"instId": "ETH-USD_UM-260812-2000-C", "state": "live"}]
+        }
+        first = m.fetch_option_instruments(ex, "ETH-USD_UM")
+        self.assertEqual(len(first), 1)
+        # 过期 TTL,但仍在 stale 窗口
+        with m._INSTRUMENTS_CACHE_LOCK:
+            m._INSTRUMENTS_CACHE["ETH-USD_UM"]["updated_at"] = time.time() - 120
+        ex.public_get_public_instruments.side_effect = Exception(
+            'okx {"msg":"Too Many Requests","code":"50011"}'
+        )
+        second = m.fetch_option_instruments(ex, "ETH-USD_UM")
+        self.assertEqual(len(second), 1)
+        self.assertEqual(second[0]["instId"], "ETH-USD_UM-260812-2000-C")
+
+
+if __name__ == "__main__":
+    unittest.main()
@@ -37,24 +37,9 @@ class TestOkxSpotSwap(unittest.TestCase):
        )
        result = spot_market_swap_usdt_usdc(ex, direction="usdt_to_usdc", amount=20)
        self.assertFalse(result["ok"])
-        self.assertEqual(result["msg"], "USDT 可用余额不足(期权请先兑成 USDC 并划入交易账户)")
+        self.assertEqual(result["msg"], "资金账户 USDT 可用余额不足")
        self.assertNotIn("{", result["msg"])

-    def test_insufficient_usdc_message(self):
-        from lib.exchange.okx_options_lib import _okx_trade_error_message
-
-        msg = _okx_trade_error_message(
-            resp={
-                "data": [
-                    {
-                        "sCode": "51008",
-                        "sMsg": "Order failed. Insufficient USDC balance in account.",
-                    }
-                ]
-            }
-        )
-        self.assertEqual(msg, "交易账户 USDC 可用余额不足")
-

 if __name__ == "__main__":
    unittest.main()
@@ -1,98 +1,16 @@
-"""按可用余额打满 / 全仓复利定仓."""
+"""按可用余额打满:min(余额, 单笔预算)."""
 from __future__ import annotations

-import unittest
-
-from lib.options.options_pricing_lib import (
-    resolve_budget_full_usdc,
-    resolve_compound_full_usdc,
-)
-from lib.options.options_position_limit_lib import (
-    compound_full_single_position_block_msg,
-    count_live_option_positions,
-)
+from lib.options.options_pricing_lib import resolve_budget_full_usdc


-class TestOptionsBudgetModes(unittest.TestCase):
-    def test_balance_above_budget_uses_budget(self):
-        self.assertEqual(resolve_budget_full_usdc(100.0, 10.0), 10.0)
-
-    def test_balance_below_budget_uses_balance(self):
-        self.assertEqual(resolve_budget_full_usdc(5.0, 10.0), 5.0)
-
-    def test_balance_equals_budget(self):
-        self.assertEqual(resolve_budget_full_usdc(10.0, 10.0), 10.0)
-
-    def test_compound_full_no_cap_uses_all(self):
-        self.assertEqual(
-            resolve_compound_full_usdc(200.0, cap_enabled=False, cap_usdc=50.0),
-            200.0,
-        )
-
-    def test_compound_full_cap_on(self):
-        self.assertEqual(
-            resolve_compound_full_usdc(200.0, cap_enabled=True, cap_usdc=50.0),
-            50.0,
-        )
-        self.assertEqual(
-            resolve_compound_full_usdc(30.0, cap_enabled=True, cap_usdc=50.0),
-            30.0,
-        )
-
-    def test_compound_full_cap_invalid_falls_back_to_balance(self):
-        self.assertEqual(
-            resolve_compound_full_usdc(80.0, cap_enabled=True, cap_usdc=0),
-            80.0,
-        )
-        self.assertEqual(
-            resolve_compound_full_usdc(80.0, cap_enabled=True, cap_usdc=None),
-            80.0,
-        )
-
-    def test_compound_full_blocks_when_position_open(self):
-        rows = [{"instId": "ETH-USD_UM-260812-1870-P", "pos": "1"}]
-        msg = compound_full_single_position_block_msg(
-            object(), fetch_positions=lambda _ex: rows
-        )
-        self.assertIsNotNone(msg)
-        self.assertIn("1 笔", msg or "")
-
-    def test_compound_full_allows_when_flat(self):
-        msg = compound_full_single_position_block_msg(
-            object(), fetch_positions=lambda _ex: []
-        )
-        self.assertIsNone(msg)
-        self.assertEqual(count_live_option_positions([]), 0)
-
-    def test_normalize_size_mode_when_compound_off(self):
-        import os
-        from unittest.mock import patch
-
-        from lib.options import options_register as reg
-
-        with patch.dict(os.environ, {"OKX_OPTIONS_COMPOUND_FULL_ENABLED": "false"}):
-            mode, note = reg._normalize_size_mode("compound_full")
-            self.assertEqual(mode, "sheets")
-            self.assertIsNotNone(note)
-            mode2, note2 = reg._normalize_size_mode("budget_full")
-            self.assertEqual(mode2, "budget_full")
-            self.assertIsNone(note2)
-            mode3, _ = reg._normalize_size_mode("sheets")
-            self.assertEqual(mode3, "sheets")
-
-    def test_normalize_size_mode_when_compound_on(self):
-        import os
-        from unittest.mock import patch
-
-        from lib.options import options_register as reg
-
-        with patch.dict(os.environ, {"OKX_OPTIONS_COMPOUND_FULL_ENABLED": "true"}):
-            mode, note = reg._normalize_size_mode("budget_full")
-            self.assertEqual(mode, "compound_full")
-            self.assertIsNone(note)
-            mode2, _ = reg._normalize_size_mode("compound_full")
-            self.assertEqual(mode2, "compound_full")
+def test_balance_above_budget_uses_budget():
+    assert resolve_budget_full_usdc(100.0, 10.0) == 10.0


-if __name__ == "__main__":
-    unittest.main()
+def test_balance_below_budget_uses_balance():
+    assert resolve_budget_full_usdc(5.0, 10.0) == 5.0
+
+
+def test_balance_equals_budget():
+    assert resolve_budget_full_usdc(10.0, 10.0) == 10.0
@@ -1,65 +0,0 @@
-"""单独期权翻倍出场命中条件."""
-from __future__ import annotations
-
-import sqlite3
-import tempfile
-import unittest
-from pathlib import Path
-
-from lib.options.options_db import init_options_tables
-from lib.options.options_profit_exit_lib import (
-    normalize_profit_exit_mult,
-    profit_exit_by_inst,
-    profit_exit_hit,
-    required_recycle_usdc,
-    set_profit_exit,
-)
-
-
-class TestOptionsProfitExit(unittest.TestCase):
-    def test_hit_one_x_means_profit_equals_premium(self):
-        # 1倍:盈利=权利金 ⇒ 回收≥2×权利金
-        self.assertTrue(profit_exit_hit(premium_paid=10.0, recycle_usdc=20.0, mult=1.0))
-        self.assertFalse(profit_exit_hit(premium_paid=10.0, recycle_usdc=19.9, mult=1.0))
-        self.assertEqual(required_recycle_usdc(10.0, 1.0), 20.0)
-
-    def test_hit_two_x(self):
-        self.assertTrue(profit_exit_hit(premium_paid=10.0, recycle_usdc=30.0, mult=2.0))
-        self.assertFalse(profit_exit_hit(premium_paid=10.0, recycle_usdc=29.9, mult=2.0))
-
-    def test_normalize_mult(self):
-        self.assertEqual(normalize_profit_exit_mult(None), 1.0)
-        self.assertEqual(normalize_profit_exit_mult(0), 1.0)
-        self.assertEqual(normalize_profit_exit_mult("1.5"), 1.5)
-
-    def test_set_and_clear(self):
-        with tempfile.TemporaryDirectory() as td:
-            db = Path(td) / "t.db"
-            conn = sqlite3.connect(str(db))
-            conn.row_factory = sqlite3.Row
-            init_options_tables(conn)
-            conn.execute(
-                """
-                INSERT INTO options_trades
-                (inst_id, underlying, opt_type, sheets, eth_amount, premium_paid, status)
-                VALUES ('ETH-X', 'ETH', 'C', 1, 0.01, 10.0, 'open')
-                """
-            )
-            conn.commit()
-            out = set_profit_exit(conn, inst_id="ETH-X", enabled=True, mult=1.5)
-            self.assertTrue(out["ok"])
-            conn.commit()
-            m = profit_exit_by_inst(conn)
-            self.assertTrue(m["ETH-X"]["profit_exit_enabled"])
-            self.assertEqual(m["ETH-X"]["profit_exit_mult"], 1.5)
-            self.assertEqual(m["ETH-X"]["required_recycle"], 25.0)
-            out2 = set_profit_exit(conn, inst_id="ETH-X", enabled=False, mult=1.5)
-            self.assertTrue(out2["ok"])
-            conn.commit()
-            m2 = profit_exit_by_inst(conn)
-            self.assertNotIn("ETH-X", m2)
-            conn.close()
-
-
-if __name__ == "__main__":
-    unittest.main()
@@ -0,0 +1,64 @@
+"""options_quote_live_lib 单元测试."""
+from __future__ import annotations
+
+import json
+
+from lib.options.options_quote_live_lib import OptionsQuoteLive
+
+
+class _FakeWs:
+    connected = True
+    last_msg_at = 0.0
+
+    def start(self) -> None:
+        return None
+
+    def stop(self) -> None:
+        return None
+
+    def set_subscriptions(self, args) -> None:
+        self.last_args = list(args)
+
+
+def test_ticker_patch_and_flush():
+    live = OptionsQuoteLive()
+    live._ws = _FakeWs()  # type: ignore[assignment]
+    live._started = True
+    live.watch(
+        underlying="ETH",
+        exp_time="1",
+        contracts=[{"inst_id": "ETH-USD-260811-2500-C", "opt_type": "C", "strike": 2500}],
+        index_inst_id="ETH-USD",
+    )
+    live._on_ws_data(
+        {
+            "arg": {"channel": "tickers", "instId": "ETH-USD-260811-2500-C"},
+            "data": [
+                {
+                    "instId": "ETH-USD-260811-2500-C",
+                    "askPx": "12.5",
+                    "askSz": "3",
+                    "bidPx": "11.0",
+                    "bidSz": "2",
+                    "markPx": "12.0",
+                }
+            ],
+        }
+    )
+    live._on_ws_data(
+        {
+            "arg": {"channel": "index-tickers", "instId": "ETH-USD"},
+            "data": [{"idxPx": "2600"}],
+        }
+    )
+    raw = live._build_flush_event()
+    assert raw is not None
+    payload = json.loads(raw)
+    assert payload["index_px"] == 2600.0
+    assert payload["quotes"]
+    q = next(x for x in payload["quotes"] if x["inst_id"] == "ETH-USD-260811-2500-C")
+    assert q["ask"] == 12.5
+    assert q["ask_sz"] == 3.0
+    assert q["expiry_be_px"] == 2512.5
+    st = live.status()
+    assert st["watch_count"] == 1
@@ -1,4 +1,4 @@
-"""期权目标位委托单元测试."""
+"""期权目标委托单元测试(盈亏比 + 旧指数兼容)."""
 from __future__ import annotations

 import sqlite3
@@ -8,6 +8,7 @@ from lib.options.options_target_lib import (
    ensure_target_tables,
    list_active_targets,
    list_closing_targets,
+    profit_rr_hit,
    run_options_target_closes,
    target_hit,
    upsert_target_monitor,
@@ -21,7 +22,67 @@ class OptionsTargetLibTests(unittest.TestCase):
        self.assertTrue(target_hit(opt_type="P", index_px=1800, target_index=1850))
        self.assertFalse(target_hit(opt_type="P", index_px=1900, target_index=1850))

-    def test_upsert_and_trigger_close(self):
+    def test_profit_rr_hit(self):
+        # premium=10, rr=2 → need pnl≥20 → recycle≥30 → bid*sheets*ct ≥30
+        self.assertTrue(
+            profit_rr_hit(premium=10, bid=30, sheets=1, ct_mult=1, profit_rr=2)
+        )
+        self.assertFalse(
+            profit_rr_hit(premium=10, bid=29.9, sheets=1, ct_mult=1, profit_rr=2)
+        )
+        self.assertFalse(
+            profit_rr_hit(premium=10, bid=None, sheets=1, ct_mult=1, profit_rr=2)
+        )
+
+    def test_upsert_rr_and_trigger_close(self):
+        conn = sqlite3.connect(":memory:")
+        conn.row_factory = sqlite3.Row
+        ensure_target_tables(conn)
+        out = upsert_target_monitor(
+            conn,
+            inst_id="ETH-USD_UM-260717-1900-C",
+            profit_rr=2,
+            opt_type="C",
+            sheets=1,
+        )
+        self.assertTrue(out["ok"])
+        self.assertEqual(out.get("profit_rr"), 2.0)
+        self.assertEqual(len(list_active_targets(conn)), 1)
+
+        closed = []
+
+        def close_fn(inst_id: str):
+            closed.append(inst_id)
+            return {
+                "ok": True,
+                "submitted_sheets": 1,
+                "premium_received": 30.0,
+                "close_ord_id": "oid1",
+                "fully_closed": True,
+                "remaining_sheets": 0,
+            }
+
+        # bid=30, ct=1 → pnl=20 ≥ 2*10; premium 来自持仓字段
+        n = run_options_target_closes(
+            conn,
+            [
+                {
+                    "inst_id": "ETH-USD_UM-260717-1900-C",
+                    "idx_px": 1885,
+                    "opt_type": "C",
+                    "pos": 1,
+                    "ct_mult": 1,
+                    "premium_paid": 10,
+                }
+            ],
+            close_fn=close_fn,
+            bid_fn=lambda _i: 30.0,
+        )
+        self.assertEqual(n, 1)
+        self.assertEqual(closed, ["ETH-USD_UM-260717-1900-C"])
+        self.assertEqual(len(list_active_targets(conn)), 0)
+
+    def test_upsert_and_trigger_close_legacy_index(self):
        conn = sqlite3.connect(":memory:")
        conn.row_factory = sqlite3.Row
        ensure_target_tables(conn)
@@ -107,7 +168,6 @@ class OptionsTargetLibTests(unittest.TestCase):
        self.assertEqual(len(list_active_targets(conn)), 0)
        self.assertEqual(len(list_closing_targets(conn)), 1)

-        # 模拟后续 sync 异常也不会再推:closing 重试静默
        n2 = run_options_target_closes(
            conn,
            pos,
@@ -120,7 +180,6 @@ class OptionsTargetLibTests(unittest.TestCase):
        self.assertEqual(len(list_closing_targets(conn)), 0)

    def test_commit_before_wechat_survives_later_rollback(self):
-        """状态在推送前已 commit,外层异常回滚不应让委托回到 active."""
        conn = sqlite3.connect(":memory:")
        conn.row_factory = sqlite3.Row
        ensure_target_tables(conn)
@@ -149,12 +208,10 @@ class OptionsTargetLibTests(unittest.TestCase):
            close_fn=close_fn,
            send_wechat=notices.append,
        )
-        # 模拟 loop 后续 sync 抛错后 close 未再 commit —— 但 status 已提前 commit
        conn.rollback()
        self.assertEqual(len(notices), 1)
        self.assertEqual(len(list_active_targets(conn)), 0)

-        # 下一轮不应再次触发推送
        n2 = run_options_target_closes(
            conn,
            [{"inst_id": "ETH-USD_UM-260715-1870-P", "idx_px": 1860, "opt_type": "P"}],
@@ -88,29 +88,3 @@ def test_badge_parts():
        }
    )
    assert trade_policy_badge_parts(p) == ("仅多", "BTC/ETH")
-
-
-def test_default_symbol_when_whitelist_sole():
-    from lib.trade.trade_policy_app_lib import default_symbol_for_policy
-
-    p = load_trade_policy(
-        {
-            "TRADE_SYMBOL_RESTRICT_ENABLED": "true",
-            "TRADE_SYMBOL_WHITELIST": "BTC",
-        }
-    )
-    assert default_symbol_for_policy(p, "") == "BTC/USDT"
-    assert default_symbol_for_policy(p, "ETH/USDT") == "BTC/USDT"
-
-
-def test_default_symbol_when_whitelist_multi():
-    from lib.trade.trade_policy_app_lib import default_symbol_for_policy
-
-    p = load_trade_policy(
-        {
-            "TRADE_SYMBOL_RESTRICT_ENABLED": "true",
-            "TRADE_SYMBOL_WHITELIST": "BTC,ETH",
-        }
-    )
-    assert default_symbol_for_policy(p, "ETH") == "ETH/USDT"
-    assert default_symbol_for_policy(p, "SOL/USDT") == "BTC/USDT"
Author	SHA1	Message	Date
dekun	6fad68f7b1	fix(options): speed up chain refresh with fast path and non-blocking UI Skip full REST tickers when WS is warm, seed subscriptions off-request, and keep the old chain visible while refreshing. Co-authored-by: Cursor <cursoragent@cursor.com>	2026-08-11 12:06:16 +08:00
dekun	14a7adae1f	feat(options): push chain asks/bids via OKX WS + SSE Replace soft REST polling with OKX public tickers WS ingest and browser SSE patches so list quotes stay live while watching an expiry. Co-authored-by: Cursor <cursoragent@cursor.com>	2026-08-11 11:49:49 +08:00
dekun	24bb8532c4	fix(options): soft-poll chain quotes so list asks stay fresh SSE only refreshed positions; chain asks were one-shot until manual reload, which could mislead open decisions. Co-authored-by: Cursor <cursoragent@cursor.com>	2026-08-11 11:21:30 +08:00
dekun	c514a75026	fix(options): cache instruments and backoff on OKX 50011 期权链拉取遇限频时退避重试并回退短缓存,前端提示更友好。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-08-11 11:11:30 +08:00
dekun	5c3969674a	feat(options): use premium profit RR instead of target index 单独期权与中控改为盈亏比×权利金触发买一平仓,默认2;不达标等到期。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-08-11 10:34:14 +08:00
dekun	3b56e15fb1	feat(hedge): replace OO breakout targets with premium profit RR 期期改用盈亏比×权利金止盈(默认2);不达标持有至到期。 Co-authored-by: Cursor <cursoragent@cursor.com>	2026-08-11 10:21:47 +08:00