Fix snapshot tag commit hash in docs table.

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

crypto_monitor_binance/.env.example

@@ -158,6 +158,8 @@ RISK_CONTROL_ENABLED=true
 RISK_COOLING_HOURS_MANUAL=4
 RISK_COOLING_HOURS_MANUAL_JOURNAL=1
 RISK_MANUAL_CLOSE_DAILY_LIMIT=2
+# 日亏损次数上限:平仓盈亏<0 计1次;达限当日冻结开仓;0=不启用
+RISK_DAILY_LOSS_LIMIT=2
 RISK_MOOD_ISSUES_DAILY_FREEZE=true
 
 # 资金与仓位刷新周期(秒)

crypto_monitor_binance/app.py

@@ -2751,6 +2751,17 @@ def insert_trade_record(
             opened_at_ms=open_ts_ms,
             closed_at_ms=close_ts_ms,
         )
+    try:
+        from lib.trade.account_risk_lib import on_closed_trade_pnl
+
+        close_dt = parse_dt_for_trading_day(close_ts)
+        on_closed_trade_pnl(
+            conn,
+            pnl_amount=pnl_amount,
+            trading_day=get_trading_day(close_dt),
+        )
+    except Exception:
+        pass
     return tid
 
 
@@ -7482,6 +7493,15 @@ def risk_policy_page():
     return render_main_page("risk_policy")
 
 
+@app.route("/system_guide")
+@login_required
+def system_guide_page():
+    redir = redirect_to_embed_shell_if_enabled("system_guide")
+    if redir is not None:
+        return redir
+    return render_main_page("system_guide")
+
+
 @app.route("/env_config")
 @login_required
 def env_config_page():

crypto_monitor_gate/.env.example

@@ -160,6 +160,8 @@ RISK_CONTROL_ENABLED=true
 RISK_COOLING_HOURS_MANUAL=4
 RISK_COOLING_HOURS_MANUAL_JOURNAL=1
 RISK_MANUAL_CLOSE_DAILY_LIMIT=2
+# 日亏损次数上限:平仓盈亏<0 计1次;达限当日冻结开仓;0=不启用
+RISK_DAILY_LOSS_LIMIT=2
 RISK_MOOD_ISSUES_DAILY_FREEZE=true
 
 # 资金与仓位刷新周期(秒)

crypto_monitor_gate/app.py

@@ -2440,6 +2440,22 @@ def insert_trade_record(
             opened_at_ms=open_ts_ms,
             closed_at_ms=close_ts_ms,
         )
+    # 中控只拉 /api/trade_records,平仓当下也尝试回填交易所盈亏(内部 25s 节流)
+    try:
+        sync_trade_records_from_exchange(conn, force=False)
+    except Exception:
+        pass
+    try:
+        from lib.trade.account_risk_lib import on_closed_trade_pnl
+
+        close_dt = parse_dt_for_trading_day(close_ts)
+        on_closed_trade_pnl(
+            conn,
+            pnl_amount=pnl_amount,
+            trading_day=get_trading_day(close_dt),
+        )
+    except Exception:
+        pass
     return tid
 
 
@@ -6942,6 +6958,10 @@ def sync_trade_records_from_exchange(conn, force=False):
         matched += 1
     stats["matched"] = matched
     stats["ok"] = True
+    # 仍有未匹配且历史非空:缩短节流,避免平仓后历史稍晚入库时卡在「估」
+    if matched < stats["pending"] and hist:
+        _LAST_EXCHANGE_PNL_SYNC_AT = now - 15.0
+    else:
         _LAST_EXCHANGE_PNL_SYNC_AT = now
     try:
         conn.commit()
@@ -7269,6 +7289,15 @@ def risk_policy_page():
     return render_main_page("risk_policy")
 
 
+@app.route("/system_guide")
+@login_required
+def system_guide_page():
+    redir = redirect_to_embed_shell_if_enabled("system_guide")
+    if redir is not None:
+        return redir
+    return render_main_page("system_guide")
+
+
 @app.route("/env_config")
 @login_required
 def env_config_page():
@@ -9369,6 +9398,7 @@ register_trade_records_api(
     filter_trade_records_excluding_miss=filter_trade_records_excluding_miss,
     app_tz=APP_TZ,
     format_price_fn=format_price_for_symbol,
+    sync_exchange_pnl_fn=lambda conn: sync_trade_records_from_exchange(conn, force=False),
 )
 
 def _dashboard_enrich_orders(items):

crypto_monitor_okx/.env.example

@@ -112,6 +112,8 @@ OKX_OPTIONS_ACCOUNT_LABEL=主账户·期权
 OKX_OPTIONS_TRADE_BUDGET_USDC=10
 OKX_OPTIONS_BUDGET_BUFFER=0.95
 OKX_OPTIONS_DEFAULT_UNDERLY=ETH
+# 期权链仅显示卖一深度≥1张的合约(估算卖一/无深度不显示);false 则显示全部
+OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED=true
 OKX_OPTIONS_MAX_DTE_DAYS=2
 OKX_OPTIONS_CHAIN_MAX_DTE_DAYS=14
 OKX_SUB_ACCOUNT_NAME=
@@ -120,19 +122,35 @@ OKX_OPTIONS_PROFIT_ALERT_RATIO=1.0
 OKX_OPTIONS_POLL_SECONDS=15
 OKX_OPTIONS_TD_MODE=isolated
 OKX_OPTIONS_ALLOW_MARKET_CLOSE=false
+# 对冲买期权等成交超时(秒);超时撤未成交部分,未完全成交则开仓失败
+OKX_OPTIONS_OPEN_FILL_TIMEOUT_SEC=12
 
 # =============================================================================
 # 对冲计划(仅 OKX;前端 env「对冲计划」;详见 docs/对冲计划开发方案.md)
 # =============================================================================
 HEDGE_PLAN_ENABLED=false
+# 页面 Tab 显示(默认全部显示,可单独关闭;不影响已有进行中/历史计划)
+HEDGE_PLAN_SHOW_PERP_OPTIONS=true
+HEDGE_PLAN_SHOW_OPTIONS_OPTIONS=true
 HEDGE_PLAN_LIVE_ORDER=false
 HEDGE_PLAN_OPEN_ORDER=options_first
 HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS=true
 HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS=false
 HEDGE_PLAN_OO_CLOSE_WINNER_ONLY=true
+# 方案C:期期页面显示「平仓模式」(到期平/全平);关则固定到期平.默认开启,页面默认选全平
+HEDGE_PLAN_OO_CLOSE_MODE_ENABLED=true
+# 期期「做多/做空」拆分口径:budget=按权利金预算(默认);sheets=先算同张数总张数(2n)再按比例拆
+HEDGE_PLAN_OO_BIAS_SPLIT_BY=budget
+# 期期「做多/做空」主腿占比(0~1,默认 0.7=7:3);做多主腿=Call,做空主腿=Put
+HEDGE_PLAN_OO_BIAS_RATIO=0.7
+# 对冲与单独期权互斥(默认 true):有对冲计划不可单独开期权;有单独期权不可启动对冲;false=可同时开
+HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE=true
+# 半腿失败改手动补开(默认 true):不自动平已成腿,计划挂 partial,页面补开;开启时下方自动平强制无效
+HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL=true
 MAX_ACTIVE_HEDGE_PLANS=1
 HEDGE_PLAN_MONITOR_POLL_SECONDS=15
-HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION=true
+# 半腿失败自动平期权;若 MANUAL_COMPLETE_ON_PARTIAL=true 则运行时强制无效(建议一并写成 false)
+HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION=false
 
 # =============================================================================
 # 关键位程序自动下单(与 POSITION_SIZING_MODE 联动,修改后须重启 PM2)
@@ -201,6 +219,8 @@ RISK_CONTROL_ENABLED=true
 RISK_COOLING_HOURS_MANUAL=4
 RISK_COOLING_HOURS_MANUAL_JOURNAL=1
 RISK_MANUAL_CLOSE_DAILY_LIMIT=2
+# 日亏损次数上限:平仓盈亏<0 计1次;达限当日冻结开仓;0=不启用
+RISK_DAILY_LOSS_LIMIT=2
 RISK_MOOD_ISSUES_DAILY_FREEZE=true
 
 # 资金与仓位刷新周期(秒)

crypto_monitor_okx/app.py

@@ -2359,6 +2359,22 @@ def insert_trade_record(
             opened_at_ms=open_ts_ms,
             closed_at_ms=close_ts_ms,
         )
+    # 中控只拉 /api/trade_records,平仓当下也尝试回填交易所盈亏(内部 25s 节流)
+    try:
+        sync_trade_records_from_exchange(conn, force=False)
+    except Exception:
+        pass
+    try:
+        from lib.trade.account_risk_lib import on_closed_trade_pnl
+
+        close_dt = parse_dt_for_trading_day(close_ts)
+        on_closed_trade_pnl(
+            conn,
+            pnl_amount=pnl_amount,
+            trading_day=get_trading_day(close_dt),
+        )
+    except Exception:
+        pass
     return tid
 
 
@@ -4090,6 +4106,10 @@ def sync_trade_records_from_exchange(conn, force=False):
         matched += 1
     stats["matched"] = matched
     stats["ok"] = True
+    # 仍有未匹配且历史非空:缩短节流,避免平仓后历史稍晚入库时卡在「估」
+    if matched < stats["pending"] and hist:
+        _LAST_EXCHANGE_PNL_SYNC_AT = now - 15.0
+    else:
         _LAST_EXCHANGE_PNL_SYNC_AT = now
     try:
         conn.commit()
@@ -6785,8 +6805,20 @@ def render_main_page(page="trade", embed_mode=None):
         options_nav_visible=True,
         hedge_plan_enabled=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
         hedge_plan_nav_visible=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
+        hedge_plan_show_perp_options=os.getenv("HEDGE_PLAN_SHOW_PERP_OPTIONS", "true").lower()
+        in ("1", "true", "yes", "on"),
+        hedge_plan_show_options_options=os.getenv("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", "true").lower()
+        in ("1", "true", "yes", "on"),
+        hedge_plan_oo_close_mode_enabled=os.getenv("HEDGE_PLAN_OO_CLOSE_MODE_ENABLED", "true").lower()
+        in ("1", "true", "yes", "on"),
+        hedge_plan_budget_buffer=float(os.getenv("HEDGE_PLAN_BUDGET_BUFFER") or "0.95"),
         options_trade_budget=OKX_OPTIONS_TRADE_BUDGET_USDC,
+        options_budget_buffer=float(os.getenv("OKX_OPTIONS_BUDGET_BUFFER") or "0.95"),
         options_default_underly=OKX_OPTIONS_DEFAULT_UNDERLY,
+        options_chain_ask_liq_filter=os.getenv(
+            "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED", "true"
+        ).lower()
+        in ("1", "true", "yes", "on"),
         risk_status=risk_status,
         max_active_positions=MAX_ACTIVE_POSITIONS,
         manual_min_planned_rr=MANUAL_MIN_PLANNED_RR,
@@ -6806,6 +6838,7 @@ def render_main_page(page="trade", embed_mode=None):
             risk_status=risk_status,
             trade_policy=TRADE_POLICY,
             data_export_version=3,
+            open_guard_enabled=open_guard_enabled,
         ),
         **force_close_template_context(
             FORCE_CLOSE_ENABLED,
@@ -6893,6 +6926,15 @@ def risk_policy_page():
     return render_main_page("risk_policy")
 
 
+@app.route("/system_guide")
+@login_required
+def system_guide_page():
+    redir = redirect_to_embed_shell_if_enabled("system_guide")
+    if redir is not None:
+        return redir
+    return render_main_page("system_guide")
+
+
 @app.route("/env_config")
 @login_required
 def env_config_page():
@@ -9044,6 +9086,7 @@ register_trade_records_api(
     filter_trade_records_excluding_miss=filter_trade_records_excluding_miss,
     app_tz=APP_TZ,
     format_price_fn=format_price_for_symbol,
+    sync_exchange_pnl_fn=lambda conn: sync_trade_records_from_exchange(conn, force=False),
 )
 
 

docs/ETH时段振幅统计-开发方案.md

@@ -0,0 +1,262 @@
+# 标的时段振幅统计 — 开发方案
+
+> 状态:**方案冻结**(按本文实现;改需求先改本文).  
+> 范围:**中控**新增只读统计工具;不改开平仓、不接 AI 教练(首版).  
+> 数据源:**仅 OKX**.  
+> 相关:[交易执行手册-期权与Gate.md](./交易执行手册-期权与Gate.md)(16:00 会话窗纪律) · [振幅统计说明.md](./振幅统计说明.md)(实现后用户说明)
+
+---
+
+## 1. 目标
+
+在中控提供 **自定义时段、固定 16:00 收窗** 的历史振幅档案:
+
+- **标的下拉**:`ETH` / `BTC`(默认 ETH)
+- 按整点起点 + **终点固定北京时间 16:00** 切出每日统计窗
+- 回溯周期可选(1 月 / 2 月 / 3 月 / 半年 / 1 年 / 自定义)
+- 日表明细分页展示;下方为汇总统计
+- 每次有效计算可写入 **历史**;支持 **下载**(明细 + 统计摘要)
+
+定位:服务一天期期权开仓前的「空间」判断(已实现波动点数档案),**不算 IV / 权利金 / Greeks**.
+
+---
+
+## 2. 不做(首版外)
+
+- 币安 / Gate 等非 OKX 价源
+- 百分比振幅列(可后加「参考 %」,不进必须统计)
+- 未完成窗(当天尚未到 16:00)计入样本
+- 自动推送企业微信 / 注入交易教练
+- 中控代下单或改期权仓
+
+---
+
+## 3. 时间与样本规则
+
+### 3.1 时区与终点
+
+- 时区:**Asia/Shanghai(北京时间)**
+- **到期/收窗时刻固定 `16:00`**,不可改
+- 起点时刻:**仅整点** `00:00`～`23:00`(下拉选择)
+
+### 3.2 跨天切窗(结算日 D)
+
+对每个结算日 **D**(窗终点 = `D 日 16:00`):
+
+| 起点整点 T | 窗起点 | 窗终点 |
+|------------|--------|--------|
+| `T >= 16:00` | **D-1 日 T:00** | D 日 16:00 |
+| `T < 16:00` | **D 日 T:00** | D 日 16:00 |
+
+示例:
+
+| 用户选择 | 某一结算日 D 的实际窗 |
+|----------|------------------------|
+| 16:00 → 16:00 | D-1 16:00 → D 16:00 |
+| 22:00 → 16:00 | D-1 22:00 → D 16:00 |
+| 08:00 → 16:00 | D 08:00 → D 16:00 |
+
+### 3.3 回溯周期
+
+| 选项 | 含义(完整收窗个数,约) |
+|------|------------------------|
+| 1 个月 | 约 30 个结算日 |
+| 2 个月 | 约 60 个结算日(默认推荐) |
+| 3 个月 | 约 90 个结算日 |
+| 半年 | 约 180 个结算日 |
+| 1 年 | 约 365 个结算日 |
+| 自定义 | 用户输入天数 N(`7`～`400`,可配置上下限) |
+
+说明:
+
+- 「月」按 **日历回溯 + 完整 16:00 收窗** 计数,不足整天的末日不入样
+- 仅纳入 **已结束** 的窗(`now >= D 16:00`);进行中的今天不入样
+
+### 3.4 标的与价源(OKX)
+
+| UI 下拉 | 价源(优先) | 降级(仅指数失败时) |
+|---------|------------|---------------------|
+| **ETH** | OKX **ETH-USD 指数** | OKX `ETH/USDT` 永续标记 |
+| **BTC** | OKX **BTC-USD 指数** | OKX `BTC/USDT` 永续标记 |
+
+约束:
+
+- **交易所固定 OKX**,UI 不提供其它所
+- 具体指数/合约符号以实现时 OKX 接口与 `hub_ohlcv` 对齐为准;结果与下载须标注 `exchange=okx` + 实际价源
+- K 线粒度:**1H**(与整点起止对齐,优先);同一作业内不得混用粒度.若后续要更细高低点,可升 5m/1m(P2)
+
+---
+
+## 4. 指标口径(点数,非百分比)
+
+全部为 **绝对价格点数**(标的报价差;BTC/ETH 各自用自身价格刻度).
+
+设窗内:
+
+- `O` = 起点时刻价(或起点分钟 K 的 open)
+- `H` = 窗内最高
+- `L` = 窗内最低
+- `C` = 终点 16:00 价(或该分钟 close)
+
+| 字段 | 算法 | 例(O=2000,H=2500,L=1800) |
+|------|------|---------------------------|
+| 开盘价 | `O` | 2000 |
+| 最高价 | `H` | 2500 |
+| 最低价 | `L` | 1800 |
+| 收盘/窗末价 | `C` | (另算) |
+| 开→高距离 | `H − O` | **500** |
+| 开→低距离 | `O − L` | **200** |
+| **振幅** | `(H−O)+(O−L)` = **`H−L`** | **700** |
+| 涨跌值 | `C − O`(可正负) | 可选列,首版建议保留 |
+
+**必须统计(汇总层):**
+
+- **最大振幅**(值 + 对应结算日)
+- **开→高距离**:最大、均值(建议)
+- **开→低距离**:最大、均值(建议)
+
+可选汇总(首版建议带上,成本低):
+
+- 振幅均值 / 中位数
+- 上涨窗占比(`C>O`)、下跌窗占比
+- 振幅 ≥ 用户阈值 X 点数的天数(X 可填,默认空=不算)
+
+---
+
+## 5. 界面(中控)
+
+### 5.1 入口
+
+- 顶栏新增导航项:**「振幅统计」**或 **「期权统计」**(最终文案实现时定一处;设置里可隐藏)
+- 手机端进「更多」
+
+### 5.2 Tab
+
+| Tab | 作用 |
+|-----|------|
+| **统计** | 配参数 → 计算 → 看日表+汇总 → 下载 / 存历史 |
+| **历史** | 过往作业列表;打开复看;再下载 |
+
+### 5.3 「统计」页布局
+
+1. **参数区**
+   - **标的**:下拉 `ETH` / `BTC`(默认 ETH)
+   - 数据源:只读展示 `OKX`
+   - 起点整点:下拉 `00`～`23`(默认 `16`)
+   - 终点:固定展示 `16:00`(不可改)
+   - 周期:单选 `1月 / 2月 / 3月 / 半年 / 1年 / 自定义`
+   - 自定义天数:仅自定义时显示
+   - 按钮:`计算` · `保存到历史` · `下载`
+2. **日表明细**(分页,如每页 20 行;排序默认结算日倒序)
+3. **下方汇总区**(本次全样本,不是当前页)
+
+### 5.4 「历史」页
+
+每条记录至少:
+
+- 创建时间、**标的**、起点整点、周期/天数、价源(OKX+指数/标记)、样本数
+- 最大振幅(+日期)
+- 操作:查看 / 下载 / 删除
+
+**写入规则(建议):** 用户点击 **「保存到历史」** 才入库;仅点「计算」不自动灌历史(避免误点刷屏).若产品坚持「输入一次就算进历史」,可改为计算成功自动写入——实现前在本文改为冻结口径.
+
+> 当前方案冻结倾向:**显式「保存到历史」**.
+
+---
+
+## 6. 下载
+
+格式:优先 **CSV**(UTF-8 BOM,Excel 可开);或单文件双段.
+
+必须包含:
+
+1. **日表明细**(本次全部结算日,非当前页)
+2. **统计摘要**:标的、交易所 OKX、价源、最大振幅(+日)、开→高最大/均值、开→低最大/均值、样本数、起点整点、终点 16:00、周期、生成时间
+
+文件名示例:`okx_eth_amp_22to16_60d_20260723.csv` / `okx_btc_amp_16to16_90d_20260723.csv`
+
+---
+
+## 7. 数据与实现要点
+
+### 7.1 复用
+
+- 优先复用中控 `hub_ohlcv` / `hub_kline_store`,按 `exchange_key=okx` + 标的对应指数/合约拉齐历史 K 线并本地缓存
+- 首次 1 年 × 1m 数据量较大:计算前检查缓存覆盖;缺口再增量拉取;UI 显示进度/耗时提示
+- BTC / ETH 缓存键分离
+
+### 7.2 后端模块(建议)
+
+| 路径 | 职责 |
+|------|------|
+| `lib/hub/amp_stats_lib.py` | 标的映射、切窗、算日行、汇总 |
+| `manual_trading_hub/` 路由 + 静态页 | UI / API |
+| `manual_trading_hub/amp_stats_history.json`(或 sqlite) | 历史作业 |
+
+### 7.3 API 草稿
+
+| 方法 | 路径 | 说明 |
+|------|------|------|
+| `POST` | `/api/amp-stats/compute` | body: `symbol`(eth\|btc), start_hour, period\|days → 日表+汇总 |
+| `GET` | `/api/amp-stats/history` | 历史列表(可按 symbol 筛选) |
+| `POST` | `/api/amp-stats/history` | 保存当前结果 |
+| `GET` | `/api/amp-stats/history/{id}` | 详情 |
+| `DELETE` | `/api/amp-stats/history/{id}` | 删除 |
+| `GET` | `/api/amp-stats/export` | query 或 history id → 文件下载 |
+
+### 7.4 性能
+
+- 2 个月 × 1m:可接受同步(数十秒级需有 loading)
+- 1 年:建议异步任务或分块拉齐后再算;首版可限制「自定义 > 180 天」需确认二次点击
+
+---
+
+## 8. 验收清单
+
+- [ ] 标的下拉 ETH / BTC 可切换;数据源固定 OKX
+- [ ] 起点仅整点;终点 UI 固定 16:00
+- [ ] `22→16` / `16→16` / `08→16` 跨天规则与 §3.2 一致
+- [ ] 周期六档 + 自定义天数生效;默认 2 个月
+- [ ] 日表含:开高低收、开→高、开→低、振幅(点数)、涨跌值
+- [ ] 例:O=2000,H=2500,L=1800 → 开→高 500、开→低 200、振幅 700
+- [ ] 汇总含最大振幅(+日)、开→高/开→低统计
+- [ ] 分页只影响展示;汇总与下载用全样本
+- [ ] 未到 16:00 的当日不入样
+- [ ] 保存历史含标的字段 / 回看 / 删除
+- [ ] 下载含明细 + 统计摘要(含标的与 OKX)
+- [ ] 电脑与手机均可完成计算与下载(手机下载走系统分享/保存即可)
+
+---
+
+## 9. 分期
+
+| 阶段 | 内容 |
+|------|------|
+| **P0** | 统计 Tab:标的下拉(ETH/BTC) + 参数 + 计算 + 日表分页 + 汇总 + 下载(不经历史) |
+| **P1** | 历史 Tab:保存 / 列表 / 回看 / 再下载 / 删除 |
+| **P2** | 缓存加速、长周期异步、振幅阈值天数、可选 % 参考列 |
+
+---
+
+## 10. 待冻结(实现前确认)
+
+| # | 问题 | 当前倾向 |
+|---|------|----------|
+| 1 | 历史写入:自动 vs 点保存 | **点保存** |
+| 2 | 下载 CSV vs Excel | **CSV** |
+| 3 | 价源 | **OKX 指数优先**(ETH-USD / BTC-USD);失败再降级永续标记 |
+| 4 | K 线 1m vs 5m vs 1H | **1H**(整点窗) |
+| 5 | 导航文案 | **「振幅统计」** |
+
+**已冻结(开工口径):** 点保存进历史 · CSV · OKX 指数优先 · **1H K 线**(整点对齐,降低拉取量;与整点窗一致) · 导航「振幅统计」.
+
+确认后将本文状态改为 **方案冻结**,再开工实现.
+
+---
+
+## 11. 修订记录
+
+| 日期 | 说明 |
+|------|------|
+| 2026-07-23 | 初稿:中控 ETH 时段振幅统计;点数口径;周期档位;16:00 固定收窗;历史+下载 |
+| 2026-07-23 | 支持 BTC/ETH 下拉;数据源固定 OKX 指数(可降级永续标记);模块/API 改名为 amp-stats |

docs/account-risk-cooldown.md

@@ -41,6 +41,7 @@
 |------|------|
 | 第 1 次用户主动平仓 | 默认 **4h** 冷静期 |
 | 第 2 次用户主动平仓(同一交易日) | **日冻结** |
+| 平仓亏损达 `RISK_DAILY_LOSS_LIMIT` 次(同一交易日) | **日冻结**(默认 2 次;`0`=不启用) |
 | 复盘勾选任意情绪标签 | **日冻结** |
 | 复盘:离场=手动平仓 且说明非空 | 将当前冷静期降为 **1h**(须处于 4h 档冷静期中) |
 
@@ -77,11 +78,15 @@ RISK_CONTROL_ENABLED=true
 RISK_COOLING_HOURS_MANUAL=4
 RISK_COOLING_HOURS_MANUAL_JOURNAL=1
 RISK_MANUAL_CLOSE_DAILY_LIMIT=2
+RISK_DAILY_LOSS_LIMIT=2
 RISK_MOOD_ISSUES_DAILY_FREEZE=true
 TRADING_DAY_RESET_HOUR=8
 APP_TIMEZONE=Asia/Shanghai
 ```
 
+- `RISK_DAILY_LOSS_LIMIT`:任意已平仓交易若盈亏 < 0 计 1 次(含止损/止盈后仍亏损等);达上限当日冻结开仓;`0` 表示不因亏损次数冻结.
+- `RISK_MANUAL_CLOSE_DAILY_LIMIT`:仅计**用户主动平仓**次数(与亏损次数独立).
+
 `RISK_COOLING_HOURS_EXTERNAL` 已废弃(外部平仓不再触发风控).
 
 ## API 与 `risk_status` 字段
@@ -102,6 +107,7 @@ APP_TIMEZONE=Asia/Shanghai
 | `can_trade` | 是否允许新开仓(仅风控维度) |
 | `reason` | 悬停提示文案 |
 | `active_count` / `max_active_positions` | 当前活跃持仓与 `.env` 中 `MAX_ACTIVE_POSITIONS` |
+| `daily_loss_count` / `daily_loss_limit` | 当日亏损笔数与上限(`0` 上限表示未启用) |
 | `cooloff_until_ms` | 1h/4h 冷静期结束时间戳(毫秒) |
 | `freeze_until_ms` | 倒计时结束时间戳(日冻结为下一交易日切点) |
 | `freeze_remaining_sec` | 服务端计算的剩余秒数(供调试) |
@@ -123,7 +129,7 @@ APP_TIMEZONE=Asia/Shanghai
 
 ## 相关代码
 
-- `account_risk_lib.py` — 状态机,`enrich_risk_status_countdown`,`apply_position_limit_risk`,`on_user_initiated_close`
+- `account_risk_lib.py` — 状态机,`enrich_risk_status_countdown`,`apply_position_limit_risk`,`on_user_initiated_close`,`on_closed_trade_pnl`
 - `hub_bridge.py` — `/api/hub/account-risk/user-close`
 - `manual_trading_hub/hub.py` — 中控平仓成功后调用 user-close
 - `strategy_trend_register.py` — `stop_trend_pullback` 结束计划时登记风控

docs/env配置说明.md

@@ -131,6 +131,7 @@ AI 相关环境变量(`AI_PROVIDER`,`OPENAI_*`,`OLLAMA_*`,`AI_MODEL`,`AI_TIMEOUT
 | 手动平仓冷静(小时) | |
 | 复盘情绪冷静(小时) | |
 | 日手动平仓次数上限 | |
+| 日亏损次数上限 | 默认2;达限当日冻结开仓;0=不启用 |
 | 情绪标签日冻结 | |
 
 详见 [account-risk-cooldown.md](./account-risk-cooldown.md).

docs/strategy/README.md

@@ -4,6 +4,7 @@
 
 | 文档 | 实例 | 状态 |
 |------|------|------|
+| [交易执行手册-期权与Gate.md](../交易执行手册-期权与Gate.md) | 中控「策略说明」·执行手册 | 个人开单纪律 |
 | [binance-alt-trend-long.md](./binance-alt-trend-long.md) | 币安山寨·多头趋势 | v0.4 讨论稿 |
 | [okx-trend-both.md](./okx-trend-both.md) | OKX·多空趋势 | v0.4 讨论稿 |
 | [gate-intraday.md](./gate-intraday.md) | Gate·BTC 日内 | v0.2 |

docs/交易执行手册-期权与Gate.md

@@ -0,0 +1,145 @@
+# 交易执行手册（期权为主 · Gate 为辅）
+
+> 个人开单纪律与仓位规则（2026-07 起）。  
+> 目标：少而精、可控回撤、样本干净；**不保证收益**。  
+> 工具：OKX 期权（主）+ Gate 合约（辅）；其它账户暂不做。
+
+---
+
+## 1. 总原则
+
+1. **主做期权，合约为辅**；同一时段尽量只让一边「说话」。
+2. **看不懂不做**；过滤比频率重要。
+3. 开仓前先过三关：**方向 → 空间 → 值不值得**。不够格 → 空仓。
+4. 期权离场只认：**止盈（规则触发）** 与 **到期**；**不手动平仓**（紧急例外单不算策略样本）。
+5. 过程可控、结果随缘：用规则管仓位与次数，不追求每天打满理想上限。
+
+---
+
+## 2. 账户与分工
+
+| 账户 | 角色 | 说明 |
+|------|------|------|
+| OKX 期权 | **主业** | 横盘对冲 / 方向单 / 偏置对冲 |
+| Gate 合约 | **辅业** | 结构清楚时的波段；与期权尽量错开 |
+| 其它 | 暂不做 | 减少分心与样本污染 |
+
+**到期选择（期权）**
+
+- 方向单、对冲默认 **一天期**。
+- 尽量在 **北京时间下午 4 点后** 开 **次日到期**，覆盖较完整的美盘 + 亚盘 + 欧盘窗口。
+- Gate 波段样本里最长持仓约十余小时量级 → 一天期权通常够表达；更长故事优先考虑合约，不强行拉长期权。
+
+---
+
+## 3. 入场逻辑（三类）
+
+开仓前先判断：当前是 **买波动** 还是 **买方向**。
+
+### 3.1 横盘 → 期期对冲
+
+- **条件**：横盘已持续较久（例如满约 12 小时），方向不明。
+- **工具**：一天期 Call + Put（对冲）；总权利金预算见仓位章。
+- **意图**：买接下来的波动，不赌单边。
+- **期间**：一般 **不再开 Gate 方向单**（已在买波动，勿叠同一宏观暴露）。
+
+### 3.2 方向明确 · 结构突破 → 期权
+
+- **条件**：方向、空间、值不值得均过关；结构突破成立。
+- **工具**：**一天期期权方向单**（或明显顺势结构）。
+- **离场**：目标止盈或到期；不手平。
+- **默认**：先只开期权，不上合约。
+
+### 3.3 结构突破后 · 反向假突破确认 → 可加合约
+
+- **条件**：已有结构突破的期权表达；随后出现反向假突破且确认失败、续原方向。
+- **工具**：Gate 合约 **小仓加强**（止损纪律见下）。
+- **注意**：BTC 合约与 ETH 期权高度相关，属加重暴露，不是分散；仓位按「一笔故事」计风险。
+- **假突破定义**需事先写死（相对哪段结构、如何确认收回），避免临场随便加仓。
+
+### 3.4 独立假突破（没有先开突破期权时）
+
+- 按「假破专用」处理：优先 **只做合约** 或 **空仓**，勿与「突破后再假破加仓」混用同一套仓。
+
+---
+
+## 4. 对冲偏好（偏置对冲）
+
+在「尽量用对冲」的前提下：
+
+- 对冲内常带 **做多/做空比例**；若略偏多，则 **做多一侧比例更高**。
+- 顺势侧尽量用 **实值（或更实）**：
+  - 方向对了：可能 **少赚一点**（相对纯单边）；
+  - 方向错了：争取 **不亏或少亏**（相对虚值双买两边磨光）。
+- **总权利金仍锁在对冲预算内**（见仓位）；偏置只调张数/行权远近，不偷偷加预算。
+- **偏置有度**（例如勿极端到名存实亡的单边）；完全没方向时更接近均分/近平值；方向非常明确时应走单边期权，不必硬套对冲壳。
+- 复盘建议区分：**中性对冲** vs **偏多/偏空对冲**，以便检验偏置是否真压低亏损。
+
+---
+
+## 5. 仓位与风险预算
+
+**总资金参考：约 800U。**
+
+| 项目 | 规则 |
+|------|------|
+| 单笔期权 | 约 **10U** 权利金预算；**一次只持有一个期权仓位** |
+| 期期对冲 | **合计约 10U**（两腿加总，不是各 10） |
+| Gate 合约 | 日内保证金约 **50U**、约 **10 倍**；有单才用，无单为 0 |
+| 合约止损 | 一般约 **5U**；单笔最大亏损不超过约 **10U** |
+| 日损失心理框 | 期权+合约若都错：合计大约 **≤20U**；都对时期望可到 **40U+**（理想情形，非每日目标） |
+
+相对 800U：单笔约 **1.25%** 量级；全错一天约 **2.5%** 量级——防守优先。
+
+**叠加红线**
+
+- 期权一仓 + 合约加仓同日存在时，按合计风险接受最坏约 20U，且尽量少「同向双开」。
+- 不因「期权偏置可能少亏」而放大合约。
+
+---
+
+## 6. 合约日纪律（Gate）
+
+1. 只做 **很明确的位置**；不明确基本不做。
+2. 动手前想清：**如何进场**。
+3. **同一位置最多两次机会**：结构突破、假突破。
+4. **两次都错 → 当日不再做单**（即使后面更「看起来清楚」也留到明天）。
+5. 止损约 **5U**；波段规则（含是否时间离场）开仓前想清。
+6. 已关闭「强制清仓」误伤策略意图时，离场以结构止盈/止损为准；历史里「强制清仓但盈利」按规则结果理解，复盘看盈亏与结构。
+
+---
+
+## 7. 期权日纪律（OKX）
+
+1. **不手动平仓**；只等规则止盈或到期（紧急手平标记为非策略样本）。
+2. 一次一仓；对冲共 10U。
+3. 横盘对冲期间一般不开 Gate 方向单。
+4. 结构突破用期权表达；假破加强才考虑合约。
+5. 默认一天期；优先完整会话窗口再开。
+
+---
+
+## 8. 开仓前自检清单
+
+- [ ] 今天是否只动「期权 / Gate」，其它账户零操作？
+- [ ] 买波动还是买方向？工具选对了吗？
+- [ ] 方向 / 空间 / 值不值得是否都过关？
+- [ ] 期权：止盈条件与「接受到期」是否写清？
+- [ ] 对冲：比例与实值偏置是否有度？总预算是否仍 ≤10U？
+- [ ] 合约：本位置第几次机会？止损约 5U 设好了吗？
+- [ ] 若加合约：是否已有突破期权且假破确认？是否当成一笔故事控总风险？
+- [ ] 今日合约两点机会是否已用完？（用完则收工）
+
+---
+
+## 9. 一句话版本
+
+> **横盘对冲（可偏置实值）；突破用一天期权；假破确认后小仓合约加强；先过方向/空间/值不值得；期权不手平；一位置两次，错完收工；单笔小亏、组合回撤可控。**
+
+---
+
+## 10. 修订记录
+
+| 日期 | 说明 |
+|------|------|
+| 2026-07-21 | 初版：根据实盘讨论整理（期权为主、Gate 为辅、仓位与日停手规则） |

docs/仓库代码统计.md

@@ -0,0 +1,68 @@
+# 仓库代码统计
+
+> 统计时点：**2026-07-21 10:47（北京时间）**  
+> 基准提交：`60ff45f`  
+> 口径：仅统计 `git ls-files` **已跟踪**文件；不含未提交改动、`.venv`、本地数据库、日志等。
+
+## 总览
+
+| 项目 | 数量 |
+|------|------|
+| 已跟踪文件 | **626** |
+| 其中二进制（如图片/ico，不计入行数） | 53 |
+| 文本总行数（含空行） | **170,713** |
+| 非空行 | **152,453** |
+| 空行 | 18,260 |
+
+## 源码规模（常用后缀）
+
+以下按「源码向」后缀汇总：`.py` / `.js` / `.cjs` / `.css` / `.html` / `.sh` / `.sql` 等。
+
+| 项目 | 数量 |
+|------|------|
+| 源码文件 | **472** |
+| 源码行数（含空行） | **157,585** |
+
+更宽的「代码/配置向」后缀（再含 `.md` / `.json` / `.example` / `.mdc` 等）约 **547** 个文件、**169,493** 行。
+
+## 按扩展名明细
+
+| 扩展名 | 文件数 | 行数（含空行） | 非空行 |
+|--------|--------|----------------|--------|
+| `.py` | 328 | 96,645 | 86,552 |
+| `.js` | 44 | 30,131 | 28,073 |
+| `.css` | 8 | 18,082 | 16,225 |
+| `.md` | 71 | 11,712 | 8,173 |
+| `.html` | 60 | 9,849 | 9,536 |
+| `.sh` | 27 | 2,699 | 2,390 |
+| `.example` | 4 | 872 | 800 |
+| `.webmanifest` | 9 | 207 | 207 |
+| `.cjs` | 5 | 179 | 169 |
+| `.json` | 3 | 178 | 178 |
+| `.svg` | 9 | 87 | 87 |
+| 无扩展名 | 2 | 37 | 33 |
+| `.mdc` | 1 | 18 | 13 |
+| `.txt` | 2 | 17 | 17 |
+| `.png` | 45 | —（二进制） | — |
+| `.ico` | 8 | —（二进制） | — |
+
+## 结构直觉
+
+- **Python** 约占文本行数一半以上，是业务与交易所对接主体。
+- **前端静态**（`.js` + `.css` + `.html`）合计约 **5.8 万行**，实例页 / 中控 / 对冲与期权面板为主。
+- **文档** `.md` 约 **1.2 万行**，部署与策略说明较多。
+- 二进制资源以快捷图标 / 图示为主（`.png` / `.ico`），不参与行数统计。
+
+## 复算方式
+
+在仓库根目录可用：
+
+```bash
+git ls-files | wc -l
+```
+
+更细的按扩展名行数统计，可用本地脚本对 `git ls-files` 结果逐文件按 UTF-8/GBK 解码计行；含 `\0` 的文件视为二进制并跳过行数。
+
+---
+
+*本文件为快照说明；仓库继续演进后数字会变，需要时再重跑统计更新本文。*

docs/对冲计划开发方案.md

@@ -93,7 +93,14 @@
 
 - **T 型报价链**(复用期权页 T 型样式/数据结构).
 - 用户选 **腿 A + 腿 B**(通常 Call + Put,或主方向 + 尾部).
-- 预算受 `OKX_OPTIONS_TRADE_BUDGET_USDC` 等既有约束;可拆预算到两腿.
+- 预算:`B = min(交易户 USDC × OKX_OPTIONS_BUDGET_BUFFER, OKX_OPTIONS_TRADE_BUDGET_USDC)`(默认 buffer=0.95).
+- 自动张数(选齐两腿后写入,可手改):
+  - **同张数**(默认):最大 `n` 使 `n×(cost_A+cost_B) ≤ B`,两腿均填 `n`
+  - **做多 / 做空**:须一 Call 一 Put;主:次默认 **7:3**(`HEDGE_PLAN_OO_BIAS_RATIO`,可改)
+    - 做多:主腿=Call;做空:主腿=Put
+    - 拆分口径 `HEDGE_PLAN_OO_BIAS_SPLIT_BY`:`budget`(默认,按权利金预算拆) / `sheets`(先按同张数得每腿 `n`,总张数 `2n` 再按比例拆到 Call/Put)
+  - 另受各自卖一深度上限约束
+  - 已移除页面「均分」;后端仍兼容旧 `split_budget` 入参(预算对半)
 
 ### 4.2 目标价
 
@@ -141,16 +148,17 @@
 
 ### 5.2 期期对冲
 
-| 事件 | 盈利方 | 亏损方 | 计划是否结束 |
+| 事件 | 盈利方 | 另一腿(残腿) | 计划是否结束 |
-|------|--------|--------|--------------|
+|------|--------|--------------|--------------|
-| **标的价到达用户目标价 S\*** | **自动平仓** | **不平**,持有至到期 | 平盈利腿后计划可标 `closing`;**全部腿终态后结束**(亏损腿到期后结账) |
+| **标的价到达目标 + 平仓模式=到期平** | **自动平仓** | **不平**,持有至到期(`hold_expiry`) | 平盈利腿后仍 `active`;残腿到期后结账 |
-| **到期且整体无盈利** | — | 到期结算 | **算结束**;合计记 **总亏损**(通常 ≈ −全部权利金,或到期结算净值 < 0 的合计) |
+| **标的价到达目标 + 平仓模式=全平**(默认) | **自动平仓** | **随即买一清残腿**(无 2×门控,失败则每轮重试) | 两腿都平完后 `closed` |
-| 到期时组合合计仍盈利 | — | 到期结算 | **算结束**;按实际结算盈亏入账 |
+| **到期且整体无盈利** | — | 到期结算 | **算结束**;合计记 **总亏损** |
-| 未达 S\* 至到期 | 两腿均到期 | | 同上,按结算合计结束 |
+| **到期时组合合计仍盈利** | — | 到期结算 | **算结束**;按实际结算盈亏入账 |
 
-判定「整体无盈利」:到期(或计划收口)时 `realized_pnl_total ≤ 0`(含双腿权利金全损).
+- 界面「平仓模式」仅控制**盈利腿已平之后**另一腿的处理;须 `HEDGE_PLAN_OO_CLOSE_MODE_ENABLED=true`(默认开)才显示,页面默认选 **全平**.
-
+- 关闭方案C开关时行为固定为 **到期平**.
-盈利方判定规则仍按前文(触达 S\* 时按浮盈较大一侧平仓;皆亏则等到期).
+- 判定「整体无盈利」:到期(或计划收口)时 `realized_pnl_total ≤ 0`(含双腿权利金全损).
+- 盈利方判定:触达上破/下破时按浮盈较大一侧平仓;皆亏则等到期.
 
 ### 5.2.1 期权腿实盘平仓执行(与期权页共用)
 
@@ -553,11 +561,14 @@ realized_pnl_total = pnl_option_close - abs(pnl_perp_sl)
 | 变量 | 前端标签 | 默认 | 控件 | 热更新 | 说明 |
 |------|----------|------|------|--------|------|
 | `HEDGE_PLAN_ENABLED` | 启用对冲计划 | false | bool | 热更优先 | 总开关:导航 + API |
+| `HEDGE_PLAN_SHOW_PERP_OPTIONS` | 显示永期对冲 | true | bool | 热更 | 关则隐藏永期 Tab,不可测算/开仓 |
+| `HEDGE_PLAN_SHOW_OPTIONS_OPTIONS` | 显示期期对冲 | true | bool | 热更 | 关则隐藏期期 Tab,不可测算/开仓 |
 | `HEDGE_PLAN_LIVE_ORDER` | 允许对冲真实下单 | false | bool | 热更 | 关则只测算/草稿 |
 | `HEDGE_PLAN_OPEN_ORDER` | 永期开仓顺序 | options_first | select:`options_first`/`perp_first` | 热更 | 默认先期权后永续 |
 | `HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS` | 永期止损后强制平期权 | true | bool | 热更 | **保护机制,默认 true** |
 | `HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS` | 永期止盈后强制平期权 | false | bool | 热更 | **默认 false,保险腿不平** |
 | `HEDGE_PLAN_OO_CLOSE_WINNER_ONLY` | 期期只平盈利腿 | true | bool | 热更 | 达目标价只平盈利方 |
+| `HEDGE_PLAN_OO_CLOSE_MODE_ENABLED` | 期期平仓模式(方案C) | true | bool | 热更 | 开:页面可选到期平/全平;关:固定到期平 |
 | `MAX_ACTIVE_HEDGE_PLANS` | 最大同时活跃计划数 | 1 | number | 热更 | 建议保持 1 |
 | `HEDGE_PLAN_MONITOR_POLL_SECONDS` | 对冲监控轮询(秒) | 15 | number | 热更 | 侦测 TP/SL/目标价 |
 | `HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION` | 半腿失败时自动平期权 | true | bool | 热更 | 期权成、永续败时的补偿 |
@@ -577,11 +588,14 @@ realized_pnl_total = pnl_option_close - abs(pnl_perp_sl)
 ```env
 # --- 对冲计划(仅 OKX;前端 env「对冲计划」) ---
 HEDGE_PLAN_ENABLED=false
+HEDGE_PLAN_SHOW_PERP_OPTIONS=true
+HEDGE_PLAN_SHOW_OPTIONS_OPTIONS=true
 HEDGE_PLAN_LIVE_ORDER=false
 HEDGE_PLAN_OPEN_ORDER=options_first
 HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS=true
 HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS=false
 HEDGE_PLAN_OO_CLOSE_WINNER_ONLY=true
+HEDGE_PLAN_OO_CLOSE_MODE_ENABLED=true
 MAX_ACTIVE_HEDGE_PLANS=1
 HEDGE_PLAN_MONITOR_POLL_SECONDS=15
 HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION=true

docs/快照备份.md

@@ -0,0 +1,36 @@
+# Git 快照标签
+
+代码级快照用 annotated tag 打在 `main` 上，便于回看某日仓库状态（不含 `.env` / 数据库）。
+
+## 当前快照
+
+| 标签 | 指向提交 | 说明 |
+|------|----------|------|
+| `snapshot/20260723-pre-amp-stats` | 4ccfb83 | 2026-07-23：振幅统计开发前；含执行手册进教练、日亏损冻结、手机监控 UI、振幅统计开发方案等 |
+| `snapshot/20260721-2` | `a721642` | 2026-07-21 晚：日亏损次数冻结、交易执行手册入中控策略说明、期权/Gate 执行手册文档等 |
+| `snapshot/20260721` | `1a163c0` | 2026-07-21：仓库代码统计文档、期权复盘亮色主题、对冲腿盈亏时区修复、本快照说明等 |
+
+## 历史标签（节选）
+
+| 标签 | 说明 |
+|------|------|
+| `snapshot/pre-strategy-mindmap-20260718` | 策略脑图相关改动前 |
+| `snapshot/pre-hub-order-popup` | 中控下单弹窗相关改动前 |
+| `snapshot/pre-hub-market-20260528` | 中控行情相关改动前 |
+| `pre-lib-modularization` | lib 模块化前 |
+| `pre-remove-gate-bot` | 移除 gate_bot 前 |
+
+## 用法
+
+```bash
+# 查看标签
+git tag -l 'snapshot/*'
+
+# 检出快照（只读查看，勿在此分支直接开发）
+git checkout snapshot/20260723-pre-amp-stats
+
+# 回到主线
+git checkout main
+```
+
+数据备份（SQLite / 中控 JSON）走中控备份或各所 `scripts/backup_data.sh`，**不要**把含密钥的 `.env` 与库文件提交进 Git。

docs/更新文档.md

@@ -4,6 +4,95 @@
 
 ---
 
+## 2026-07-19 · 期权复盘详情改为对话框 + 截图显示修复
+
+### 修改原因
+
+复盘详情嵌在列表下方不便查看；截图缩略图易裁切/偶发加载失败。
+
+### 修改的地方
+
+| 文件 | 改动摘要 |
+|------|----------|
+| `options_review_panel.html` | 详情改为居中对话框；2×2 截图网格 |
+| `options_review.js` | 点复盘记录打开弹窗；截图 basename + onerror |
+| `options_review_register.py` | 截图静态路由不强制登录(防 iframe 401) |
+
+### 交付之后的验收
+
+点「复盘记录」行弹出对话框；5m/15m/1h/4h 截图完整可见(缺失显示提示)；关闭/Esc/点遮罩可关。
+
+---
+
+## 2026-07-19 · 期期情景测算：盈亏配色 + 盈亏比(亏=全额保费)
+
+### 修改原因
+
+情景弹窗合计无红绿区分；需要一眼看盈亏，并按「最大亏损=权利金全亏」给出上破/下破盈亏比。
+
+### 修改的地方
+
+| 文件 | 改动摘要 |
+|------|----------|
+| `hedge_plan.js` | 合计/腿盈亏用 `hp-pnl-pos/neg`；摘要显示盈亏比 |
+| `hedge_plan_calc_lib.py` | summary 增加 `rr_at_up` / `rr_at_down` / `rr_risk_premium` |
+
+### 交付之后的验收
+
+正数为绿、负数为红；摘要可见「盈亏比 上破 x:1 / 下破 y:1（亏=全额保费）」。
+
+---
+
+## 2026-07-19 · 修复期期「按张数」拆分：用同张数总张数 2n
+
+### 修改原因
+
+`sheets` 口径误把同张数每腿 `n` 当总张数拆，规模偏小；应对齐「先算完同张数两侧合计总张数 `2n`，再按比例拆」。
+
+### 修改的地方
+
+| 文件 | 改动摘要 |
+|------|----------|
+| `hedge_plan_calc_lib.py` / `hedge_plan.js` | `total = n_same * 2` 再拆 |
+| 相关 docs / env 文案 | 口径说明改为总张数 `2n` |
+
+### 交付之后的验收
+
+同张数 `n=5` 时，`sheets`+做空(0.7) → Put 7 / Call 3（合计 10）。
+
+---
+
+## 2026-07-19 · 期期张数：做多/做空替代均分 + env 拆分口径
+
+### 修改原因
+
+期期「均分」与方向偏好无关；需要按 Call/Put 7:3（可配）做偏多/偏空自动张数，并可用 env 在「预算金额 / 张数」两种拆法间切换。
+
+### 修改的地方
+
+| 文件 | 改动摘要 |
+|------|----------|
+| `lib/hedge_plan/hedge_plan_calc_lib.py` | `long_bias`/`short_bias`；`budget`/`sheets` + `bias_ratio` |
+| `lib/hedge_plan/hedge_plan_register.py` | gates 下发 `oo_bias_split_by` / `oo_bias_ratio` |
+| `lib/hedge_plan/templates/hedge_plan_panel.html` | 张数段：同张数 / 做多 / 做空 |
+| `lib/common/static/hedge_plan.js` | 前端建议张数与 env 同步 |
+| `crypto_monitor_okx/.env.example` + env UI/schema | `HEDGE_PLAN_OO_BIAS_SPLIT_BY`、`HEDGE_PLAN_OO_BIAS_RATIO` |
+| `docs/系统说明.md` 等 | 同步操作与配置说明 |
+
+### 达成的目标
+
+1. 默认仍为同张数。  
+2. 做多=Call 主占比、做空=Put 主占比；默认比例 0.7，口径默认预算金额。  
+3. `sheets` 口径：先算同张数每腿 `n`，总张数 `2n` 再拆（见上一条修正）。  
+
+### 交付之后的验收
+
+1. 期期页可见「同张数 / 做多 / 做空」，无「均分」。  
+2. env 配置可改口径与比例；生产 OKX `.env` 已补齐键。  
+3. 选一 Call 一 Put 后自动张数符合比例；非 C+P 时提示。
+
+---
+
 ## 2026-07-17 · 修复 pip>=26 部署依赖安装失败
 
 ### 修改原因

docs/期权开平仓与监控说明.md

@@ -83,6 +83,7 @@
 5. **无市价强平**:盘口真空时系统**不会**市价砸盘,仓位可能留到到期.
 6. **目标位只看指数**:触达后仍受买一/2×门控约束,可能「到价却平不掉」.
 7. **对冲计划腿**:期权腿退出规则见对冲方案;独立期权页平仓勿与计划状态脱节.
+8. **期期自动张数**:对冲计划页为「同张数 / 做多 / 做空」(已无均分);做多/做空按 Call·Put 比例拆,口径与比例见 env `HEDGE_PLAN_OO_BIAS_SPLIT_BY`、`HEDGE_PLAN_OO_BIAS_RATIO`.
 
 ---
 
@@ -91,3 +92,4 @@
 - [期权用法.md](./期权用法.md) — 资金兑划与页面操作
 - [期权方案.md](./期权方案.md) — env 与架构
 - [对冲计划开发方案.md](./对冲计划开发方案.md) — 永期/期期与期权腿
+- [系统说明.md](./系统说明.md) — 实例操作与门禁总手册

docs/期权用法.md

@@ -78,16 +78,26 @@ OKX_OPTIONS_API_PASSPHRASE=...
 
 需已配置 `WECHAT_WEBHOOK`.
 
-## 6. 与永续的关系
+## 6. 与永续 / 对冲计划的关系
 
 | | 永续(子账户) | 期权(主账户) |
 |--|----------------|----------------|
 | API | `OKX_API_*` | `OKX_OPTIONS_API_*` |
-| 页面 | 实盘下单 / 关键位 | 期权 |
+| 页面 | 实盘下单 / 关键位 | 期权 · 对冲计划 |
 | 资金顶栏 | USDT 资金户+交易户 | 期权页单独显示 USDC 等 |
 
 两套资金 **不合并** 显示.
 
+**期期对冲张数**(对冲计划页,与单独开期权共用预算算法):
+
+| 模式 | 说明 |
+|------|------|
+| 同张数(默认) | 两腿同 `n`,总权利金 ≤ 预算 |
+| 做多 | Call:Put 按主腿占比(默认 7:3) |
+| 做空 | Put:Call 按主腿占比(默认 7:3) |
+
+拆分口径与比例见 env:`HEDGE_PLAN_OO_BIAS_SPLIT_BY`(`budget` 默认 / `sheets`=先算同张数总张数 `2n` 再拆)、`HEDGE_PLAN_OO_BIAS_RATIO`(默认 `0.7`)。细则见 [对冲计划开发方案.md](./对冲计划开发方案.md) §4.1、[系统说明.md](./系统说明.md)。
+
 ## 7. 配置说明
 
 | 变量 | 默认 | 含义 |
@@ -97,6 +107,8 @@ OKX_OPTIONS_API_PASSPHRASE=...
 | `OKX_OPTIONS_MAX_DTE_DAYS` | 2 | 最多选几天内到期 |
 | `OKX_OPTIONS_ITM_MAX_DIST_USD` | 30 | 轻度实值:价内不超过多少 USD |
 | `OKX_OPTIONS_PROFIT_ALERT_RATIO` | 1.0 | 浮盈/权利金 ≥ 此值推送 |
+| `HEDGE_PLAN_OO_BIAS_SPLIT_BY` | budget | 期期做多/做空:按预算或按张数拆 |
+| `HEDGE_PLAN_OO_BIAS_RATIO` | 0.7 | 期期做多/做空主腿占比 |
 
 ## 8. 期权复盘(含对冲)
 

docs/系统说明.md

@@ -0,0 +1,362 @@
+# 系统说明（实例操作与逻辑手册）
+
+本文是实例侧的**详细说明书**：既写「点哪里、先做什么」，也写「为什么这样设计、钱怎么算、门禁如何拦」。  
+默认不在顶栏显示；需要时到 **系统设置 → 导航显示** 打开「系统说明」。
+
+覆盖：**总览 · 期权 · 对冲计划 · 实盘下单 · 策略交易 · 关键位监控**。复盘/统计字段级细则与风控参数表仍以对应专页为准。
+
+---
+
+## 一、总览：账户、资金与一天怎么用
+
+### 1.1 两套账户（OKX）
+
+| 账户 | 典型用途 | 界面相关 |
+|------|----------|----------|
+| **合约账户** | 永续开仓、止盈止损 | 实盘下单、策略、关键位自动单、永期对冲的永续腿 |
+| **期权账户** | 买期权、期期双腿、权利金结算（多为 USDC） | 期权页、对冲计划期权腿 |
+
+逻辑要点：对冲计划里「永续腿 → 合约账户」「期权腿 → 期权账户」。资金不够时，要先划转，再开仓。Binance / Gate 实例主要是合约侧永续能力（无期权/对冲 Tab 时忽略期权相关章节即可）。
+
+### 1.2 资金流（操作顺序）
+
+1. 确认合约可用 USDT（及 OKX 期权交易账户 USDC）是否够用。  
+2. 期期 / 单独开期权：常在期权页或期期卡片做 **资金 ↔ 交易** USDC 划转。  
+3. 永期：合约侧按全仓建议张数；期权侧再买保险腿。  
+4. 实盘 / 策略 / 关键位自动单：只动合约账户，按计仓模式算张数。  
+5. 开仓后到对应页看持仓与监控状态；结束后看复盘 / 统计 / 策略记录。
+
+### 1.3 推荐使用节奏
+
+| 场景 | 建议路径 |
+|------|----------|
+| 人工永续单 + 监控 | **实盘下单** |
+| 趋势分档 / 在已有仓上滚仓 | **策略交易** |
+| 位到提醒或自动开仓 | **关键位监控** |
+| 只做方向 + 保险 | **对冲计划 → 永期**（测算 → 启动） |
+| 只做上下突破双买 | **对冲计划 → 期期** |
+| 单独买一张期权并挂目标 | **期权** 页开仓 + 目标监控 |
+| 看说明 / 改开关 | **系统说明** / **env 配置** / **系统设置** |
+
+### 1.4 互斥与门禁（总原则）
+
+- **实盘 ↔ 趋势**：有活跃下单监控或运行中趋势计划时，另一侧不能再开（预览/执行会被挡）。  
+- **滚仓 ↔ 趋势**：有运行中趋势计划时，顺势加仓不可用。  
+- **计仓模式**：`risk`（以损定仓）才允许趋势与多数关键位自动单；`full_margin`（全仓）适合永期对冲与部分触价单，**禁止**趋势/滚仓。切换计仓须无仓后改 env 并重启。  
+- **对冲与期权互斥门控**（默认开）：有进行中对冲计划时，不能再「单独开期权」；账户里已有「纯期权」持仓时，不能启动对冲计划。  
+- **半腿失败改手动补开**（默认开）：对冲启动一腿成功、一腿失败 → 不自动平已成腿，挂「半腿待补」后在「进行中」补开。  
+- **顶栏可开仓状态**：实盘开关、持仓上限、单日开仓硬上限、冷静期/日冻结、切点前禁开等取交集；细则见 **风控说明**。
+
+---
+
+## 二、期权模块
+
+### 2.1 这块干什么
+
+在期权账户上：**选合约 → 按卖一限价买入 → 持仓监控 → 买一平仓 / 目标到位平仓**。  
+也是对冲计划期权腿的共用能力。
+
+### 2.2 操作：开仓
+
+1. 打开 **期权**，选标的（ETH/BTC）、到期日、Call/Put。  
+2. 看清 **卖一价与深度**：无真实卖一深度时系统禁止开仓（链上带 `~` 的是参考估算，不能当真开仓价）。  
+3. 选张数 / 预算模式后下单。  
+4. 可选填写 **目标指数位**：到位后由目标监控按买一挂平（与对冲计划托管的目标不是同一套执行器）。
+
+### 2.3 操作：平仓与目标
+
+- **买一平仓**：按当前买一深度估算可回收金额与净盈亏；注意买卖价差，权利金一侧常见较大滑点。  
+- **目标监控**：手动委托的目标写在期权目标表；**期期对冲**的目标由对冲监控执行，持仓卡上会显示「由对冲计划监控」。  
+- 门控示例：可回收 < 权利金×2 时，目标平仓门控可能未过（保护「太亏别乱平」类规则，以页面提示为准）。
+
+### 2.4 逻辑：持仓来源
+
+持仓卡上的 **持仓来源** 表示这条仓和哪类计划绑定：
+
+| 来源 | 含义 |
+|------|------|
+| 纯期权 | 未挂在进行中对冲计划腿上（含手动开、或计划已结束仍留着的仓） |
+| 永期对冲 #N | 属于进行中永期计划的保险腿 |
+| 期期对冲 #N | 属于进行中期期计划的腿 |
+
+判定依据：数据库里进行中计划的 `open` 腿合约 ID。来源会影响互斥门控（「纯期权」会挡住新对冲启动）。
+
+### 2.5 逻辑：盈亏怎么看
+
+- **权利金**：买入成本（USDC）。  
+- **按买盘回收**：按当前买一深度卖掉大约能拿回多少。  
+- **净盈亏 ≈ 回收 − 权利金**（页面以买一回收为准，不是单纯看标记价浮动）。  
+- **到期平衡 / 平掉回本**：帮助判断「拿到到期」与「现在平掉」的盈亏分界，属于情景参考。
+
+### 2.6 更多细则
+
+期权开平仓字段级说明仍可打开独立页：[期权开平仓与监控说明](/options/guide)。
+
+---
+
+## 三、对冲计划
+
+### 3.1 这块干什么
+
+把「永续 + 期权」或「期权 + 期权」做成**可测算、可下单、可监控**的计划，与普通交易记录分开。
+
+| 类型 | 组成 | 核心逻辑 |
+|------|------|----------|
+| **永期** | 合约账户永续 + 期权账户保险腿 | 全仓做方向；止盈/止损按规则处理期权 |
+| **期期** | 期权账户两腿买方 | 上破/下破目标；盈利腿先平，残腿按模式处理 |
+
+### 3.2 操作：永期
+
+1. 选 ETH/BTC、做多/做空；看标记价与全仓建议张数。  
+2. 填开仓价、止盈、止损、张数；右侧选期权腿（列表）。  
+3. 点 **计算** → 弹窗看情景测算 → **启动计划** 或取消。  
+4. 启动后在 **进行中的计划** 看状态；细节可点「成交细节」。
+
+逻辑摘要：
+
+- 永期开仓通常要求 **全仓计仓** + 实盘与对冲真实下单门禁。  
+- 止盈后是否强平期权、止损后是否强平期权，由 env 开关控制（止损强平默认开，止盈强平默认关）。  
+- 统计口径：止盈多为「永续盈利 − 权利金」；止损多为「期权盈亏 + 永续盈亏」有符号相加（以系统结案字段为准）。  
+- 启动前会校验：合约侧不宜再有「额外」永续仓与永期腿冲突（以页面提示为准）。
+
+### 3.3 操作：期期
+
+1. 填上破 / 下破目标；指数价作参考。  
+2. 张数模式：**同张数**（默认）、**做多**、**做空**；平仓模式：**全平**（默认）或 **到期平**（若 env 打开方案 C）。  
+3. T 型报价选用两腿（做多/做空须一 Call 一 Put）；可先划转 USDC。  
+4. **计算** → 情景测算 → **启动计划**。
+
+逻辑摘要：
+
+- **同张数**：最大 `n` 使两腿各 `n` 张且总权利金 ≤ 预算。  
+- **做多 / 做空**：主腿与次腿按 env 比例（默认 7:3）分配；做多主腿=Call，做空主腿=Put。拆分口径由 `HEDGE_PLAN_OO_BIAS_SPLIT_BY` 决定：`budget`（默认，按权利金预算拆）或 `sheets`（先按同张数算出每腿 `n`，总张数 `2n` 再按比例拆到 Call/Put）。  
+- 达目标价：通常只平盈利腿。  
+- **全平**：盈利腿平掉后立刻尝试清另一腿（无 2× 权利金门控，失败会重试）。  
+- **到期平**：残腿持有至到期再结。  
+- 旧计划若无平仓模式字段，按「到期平」更安全的口径处理。
+
+### 3.4 半腿失败与手动补开
+
+启动时两腿要连续下单。若一腿成功、一腿失败：
+
+| 配置 | 行为 |
+|------|------|
+| **半腿失败改手动补开 = 开**（默认） | 已成腿留下；计划状态 **半腿待补**；「进行中」出现 **补开永续 / 补开腿B / 补开期权**；**不会**自动买一平已成腿 |
+| 手动补开 = 关，且自动平 = 开 | 尝试自动平掉已成期权腿（会吃买卖价差，几乎必亏一笔） |
+
+操作建议：半腿出现后，先看失败原因（深度、余额、权限），再点补开；确认补开会真实下单。
+
+### 3.5 情景测算弹窗
+
+测算不再占页面下方大块区域：点 **计算** 弹出结果，底部 **启动计划 / 取消**。  
+取消只关窗；启动按当前参数真实下单（仍受门禁约束）。  
+期期弹窗：合计盈亏绿/红配色；摘要显示盈亏比（盈利÷全额保费，亏损按权利金全亏计）。
+
+### 3.6 进行中 / 历史 / 统计
+
+- **进行中**：含 `opening` / `active` / `partial`。半腿待补可补开。  
+- **历史**：已结束计划与成交细节。  
+- **统计**：按永期 / 期期分别看胜率、盈亏比、最大盈亏与回撤等（按结束时间累积）。  
+- 对冲成交 **不进** 普通「交易记录与复盘」/「策略交易记录」。
+
+---
+
+## 四、实盘下单
+
+### 4.1 这块干什么
+
+合约账户上的 **人工永续开仓 + 下单监控**：提交后进入监控列表，轮询标记价与交易所止盈止损，支持改委托、手动平仓、移动保本、时间平等；平仓后进 **交易记录与复盘**。
+
+### 4.2 操作
+
+1. 打开 **实盘下单**，选币种、方向。  
+2. 选止盈止损模式（固定盈亏比 / 价格 / 百分比等，以页面选项为准）。  
+3. 趋势类账户可再选开仓类型（反转 / 顺势 / 波段等）；Gate 日内类账户选项更窄，且可能无移动保本 / 时间平。  
+4. 填止损与止盈（或 RR），看 **预估盈亏比** 与计划预览。  
+5. 确认开仓（按钮文案随「是否实盘」变化；关实盘时不会发交易所单）。  
+6. 右侧 **实时持仓**：看浮盈亏、交易所 TP/SL；用 **委托** 改止盈止损，或 **平仓** 全平。  
+7. 需要时点 **放大 K 线**；若交易所已有仓但本地无监控，可用 **恢复监控**（孤儿仓恢复）。  
+8. 结束后到 **交易记录与复盘** / **统计分析** 查看。
+
+### 4.3 逻辑与门禁
+
+| 项 | 说明 |
+|----|------|
+| `LIVE_TRADING_ENABLED` | 关则不发真单，仅本地流程 |
+| `MANUAL_MIN_PLANNED_RR` | 人工开仓计划 RR 下限（表单 + 服务端） |
+| `POSITION_SIZING_MODE` | `risk` 以损定仓 / `full_margin` 全仓；须无仓切换并重启 |
+| `can_trade` 交集 | 持仓上限、单日开仓硬上限、冷静期、切点前禁开等 |
+| 方向 / 币种白名单 | 账户策略限制时，不符合的单会被拒 |
+
+三所核心流程一致；折叠区「开仓规则说明」文案按交易所模板略有不同。
+
+### 4.4 与策略 / 期权 / 对冲的关系
+
+- 与 **趋势回调** 互斥（见 1.4）；**顺势加仓** 必须先有本页同向活跃监控单。  
+- 期权 / 对冲互斥门控 **不拦** 本页永续单。  
+- 永期计划 active 时，合约侧不宜再挂「额外」永续仓（启动对冲前会校验）。  
+- 关键位自动开仓成交后，也会进入同一套 **下单监控**。
+
+### 4.5 常见问题
+
+**Q：预估 RR 已经够绿，仍开不了？**  
+A：看顶栏 / 返回文案：满仓、日上限、冷静期、方向白名单、实盘关、服务端 RR 口径等。
+
+**Q：交易所有仓，本页没有监控？**  
+A：用孤儿仓 **恢复监控**；不要另开一笔同向重复仓。
+
+---
+
+## 五、策略交易
+
+### 5.1 这块干什么
+
+自动化永续策略页：**趋势回调**（预览 → 分档补仓计划）与 **顺势加仓**（在已有同向监控持仓上滚仓）。执行历史在 **策略交易记录**。  
+部分「日内纪律」类账户整 Tab 隐藏，以导航是否出现为准。
+
+### 5.2 操作：趋势回调
+
+1. 填币种、方向、杠杆、风险%、止损、补仓边界（多=上沿 / 空=下沿）、止盈。  
+2. **生成预览**（有短时效；用快照余额算张数）。  
+3. 核对预览表后 **确认执行(实盘)**。  
+4. 运行中可看补仓档与浮盈亏；可 **手动保本**，或 **保本移交下单监控**（计划结束，仓交给实盘监控继续管）。  
+5. **结束计划** 或止盈止损自动结束后，写入策略记录与交易记录（类型「趋势回调」）。
+
+### 5.3 操作：顺势加仓
+
+1. 先在 **实盘下单** 有一条 **同向** 活跃监控单。  
+2. 选持仓、加仓模式（市价 / 斐波 / 突破等）、新止损 → **执行滚仓**（无预览步；同时通常只允许一条监控中滚仓腿）。  
+3. 注意次数上限（如做多/做空各最多若干次已成交腿）与首仓 TP 锁定规则，以页面提示为准。
+
+### 5.4 逻辑与门禁
+
+| 项 | 说明 |
+|----|------|
+| 实盘 + 计仓 | 须 `LIVE_TRADING_ENABLED=true` 且 `POSITION_SIZING_MODE=risk`；全仓模式禁止趋势与滚仓 |
+| 与下单监控互斥 | 有活跃监控单或运行中趋势时，不能开另一侧预览/执行 |
+| 与滚仓互斥 | 运行中趋势时滚仓按钮禁用 |
+| 余额漂移 | 预览后余额变化过大（约 5%）须重新预览 |
+| 单日开仓上限 | 与人工开仓共用计数，同样可拦预览/执行 |
+
+### 5.5 与期权 / 对冲
+
+独立模块：不走对冲计划状态机；记录进策略库 / 普通交易记录，**不进** 对冲历史与对冲统计。  
+OKX 上可与期权/对冲并存，但仍须遵守合约侧「永期不得另挂额外永续仓」等规则。
+
+### 5.6 常见问题
+
+**Q：触价到了却没补仓？**  
+A：看页面 `block_reason`：实盘关、余额漂移、最小张数减档、日上限等。
+
+**Q：中控「策略说明」是不是本页手册？**  
+A：不是。中控策略说明是玩法 playbook；本说明书讲本系统如何操作与门禁。
+
+---
+
+## 六、关键位监控
+
+### 6.1 这块干什么
+
+配置 **关键价位**（常见 5m 门控）：支撑/阻力可 **微信提醒**；箱体/收敛/触价等类型可在开关打开后 **程序自动开仓**，成交后进入 **实盘下单监控**。
+
+### 6.2 操作
+
+1. 打开 **关键位监控**，选类型、币种、方向，填上下沿 / 触价 / E·SL·TP 等。  
+2. 箱体类可选 SL/TP 方案、移动保本、时间平等（以类型是否支持为准）。  
+3. **添加** 后在列表看现价、距沿距离、**门控** 状态；不需要则 **删除**。  
+4. 右侧 **关键位历史** 看失效 / 成交 / 提醒完成等原因。  
+5. 可用 **放大 K 线** 辅助画位。
+
+### 6.3 类型与开关（逻辑）
+
+| 类型（概括） | 关键位自动单开关 | 全仓模式 |
+|--------------|------------------|----------|
+| 关键支撑阻力 | 不需要（仅提醒） | 可用 |
+| 箱体 / 收敛 / 斐波 / 假突破等 | 需要开启，且一般为 `risk` 计仓 | **不可用**（添加会拒；已有位在全仓下可能被撤销并通知） |
+| 回调 / 突破触价开仓 | 需要开启 | **可用**（全仓下常见的自动单路径） |
+
+其它要点：
+
+- `KEY_AUTO_MIN_PLANNED_RR`：自动单计划 RR 须严格大于该值（默认约 1.5）。  
+- 箱体类门控常含双 K 确认、突破幅度、量能、24h 成交额排名等（阈值见 env，改后多需重启）。  
+- 自动成交计入 **单日开仓次数**，并受 `can_trade`、持仓上限、冷静期约束。  
+- 假突破等类型可能仅限 BTC/ETH，且同币种条数有限，以页面校验为准。
+
+### 6.4 与期权 / 对冲
+
+无直接耦合。自动开仓写入下单监控后，与期权/对冲并行存在；若同时做永期，注意合约侧持仓冲突。
+
+### 6.5 常见问题
+
+**Q：开了「关键位自动单」仍只有支撑阻力可选？**  
+A：检查是否 **全仓模式**，或自动单开关实际未生效（改后是否重启）。
+
+**Q：微信提醒有了却没开仓？**  
+A：可能是仅提醒类型、门控未过、RR 不足、满仓/日上限，或实盘/可开仓状态未过。
+
+---
+
+## 七、env 与系统设置（和说明书相关的部分）
+
+### 7.1 系统设置 → 导航显示
+
+控制顶栏是否出现各板块。「系统说明」默认关闭，打开后顶栏才显示入口。
+
+### 7.2 env → 交易与关键位（常用）
+
+| 开关 | 作用 |
+|------|------|
+| 实盘交易 | 关则人工/策略/自动单都不发真单（对冲另有「允许真实下单」） |
+| 计仓模式 | `risk` / `full_margin`；决定策略与多数关键位自动单能否用 |
+| 人工最小计划 RR | 实盘下单 RR 下限 |
+| 关键位自动单 | 关则箱体等不自动开仓；支撑阻力提醒仍可用 |
+| 关键位自动单最小 RR | 自动开仓 RR 下限 |
+
+### 7.3 env → 对冲计划（常用）
+
+| 开关 | 作用 |
+|------|------|
+| 启用对冲计划 | 总开关；关则导航隐藏且不可开仓 |
+| 显示永期 / 期期 | 单独隐藏某一 Tab |
+| 允许对冲真实下单 | 与实盘开关一起才可启动永期 |
+| 对冲与期权互斥门控 | 见 1.4 |
+| 半腿失败改手动补开 | 见 3.4 |
+| 半腿失败时自动平期权 | 手动补开开启时强制无效 |
+| 期期平仓模式（方案 C） | 页面是否出现「全平 / 到期平」 |
+| 期期做多做空拆分口径 | `budget` 预算金额（默认）/ `sheets` 张数 |
+| 期期做多做空主腿占比 | 默认 `0.7`（即 7:3） |
+
+含「需重启」标记的项保存后要用「保存并重启」；对冲多数开关可热更，以页面标注为准。
+
+---
+
+## 八、常见问题
+
+**Q：为什么有对冲计划时单独开不了期权？**  
+A：互斥门控默认开启，避免计划仓与手开仓搅在一起。可在 env 关闭互斥。
+
+**Q：为什么有一张「纯期权」就启动不了对冲？**  
+A：同上。先平掉或确认来源；若其实是对冲腿，看持仓来源是否显示计划编号。
+
+**Q：半腿后为什么不自动平？**  
+A：默认改手动补开，避免买一平仓吃掉 ≥10% 量级价差。到「进行中」补开即可。
+
+**Q：测算能过但启动按钮灰？**  
+A：看顶部门禁行：全仓、实盘、真实下单、活跃计划数、互斥、Tab 是否隐藏等。
+
+**Q：为什么策略页不能预览 / 滚仓灰掉？**  
+A：常见原因：全仓模式、实盘关、已有活跃下单监控或运行中趋势、日上限。见第四、五章。
+
+**Q：关键位只提醒不开仓？**  
+A：支撑阻力本就只提醒；其它类型看自动单开关、计仓模式、门控与 RR。见第六章。
+
+**Q：说明书和「风控说明」什么关系？**  
+A：风控说明仍是独立页（冷却、当日次数等细则）。本说明书讲板块逻辑与操作；风控细则以风控说明 + env 为准。
+
+---
+
+## 九、版本与维护
+
+- 文档路径：`docs/系统说明.md`  
+- 功能变更后应同步改本章（尤其门禁、半腿、互斥、计仓、关键位自动单、平仓模式）。  
+- 更偏开发/方案的材料仍在 `docs/对冲计划*.md`、`docs/期权对冲方案分析.md`、策略专项 md 等，不必与本说明书一一粘贴。

lib/common/static/autofill_guard.js

@@ -0,0 +1,148 @@
+/**
+ * 全局防浏览器自动填充登录账号/密码进业务输入框.
+ * 跳过真正的登录/改密字段;对划转数量等易中招框用 readonly 到聚焦.
+ */
+(function () {
+  "use strict";
+
+  var GUARD_ATTRS = {
+    autocomplete: "off",
+    autocorrect: "off",
+    autocapitalize: "off",
+    spellcheck: "false",
+    "data-lpignore": "true",
+    "data-1p-ignore": "true",
+    "data-bwignore": "true",
+    "data-form-type": "other",
+  };
+
+  function looksLikeUsername(v) {
+    return /^[a-z][a-z0-9._-]{1,31}$/i.test(String(v || "").trim());
+  }
+
+  function isAuthField(el) {
+    if (!el || !el.getAttribute) return true;
+    var t = String(el.type || "").toLowerCase();
+    if (t === "hidden" || t === "checkbox" || t === "radio" || t === "file" || t === "submit" || t === "button") {
+      return true;
+    }
+    if (el.getAttribute("aria-hidden") === "true") return true;
+    if (el.tabIndex === -1 && String(el.getAttribute("autocomplete") || "").toLowerCase() === "username") {
+      return true; // 诱饵账号框
+    }
+    var idName = String(el.id || "") + " " + String(el.name || "");
+    if (/^(pwd-|hub-pwd-|login-)/i.test(String(el.id || ""))) return true;
+    if (el.closest) {
+      if (el.closest(".login-form, #login-form, form.login-form, .password-settings, [data-password-settings]")) {
+        return true;
+      }
+    }
+    // env API Key 等 type=password 仍要防登录密码灌入,不在此跳过
+    if (t === "password" && /^(username|password)$/i.test(String(el.name || ""))) {
+      if (el.closest && el.closest("form[method='post'], form[method='POST']")) return true;
+    }
+    return false;
+  }
+
+  function isAmountLike(el) {
+    var key = String(el.id || "") + " " + String(el.name || "") + " " + String(el.placeholder || "");
+    return /amount|xfer|transfer|划转|数量|金额/i.test(key);
+  }
+
+  function wipeBad(el) {
+    if (!el || isAuthField(el)) return;
+    var v = String(el.value || "").trim();
+    if (!looksLikeUsername(v)) return;
+    var t = String(el.type || "text").toLowerCase();
+    if (t === "number" || isAmountLike(el) || /price|sheets|qty|sl|tp|target|entry|strike/i.test(String(el.id || "") + String(el.name || ""))) {
+      el.value = "";
+    }
+  }
+
+  function harden(el) {
+    if (!el || el.nodeType !== 1) return;
+    if (isAuthField(el)) return;
+    if (el.getAttribute("aria-hidden") === "true") return;
+    if (el.dataset && el.dataset.autofillGuarded === "1") {
+      wipeBad(el);
+      return;
+    }
+    if (el.dataset) el.dataset.autofillGuarded = "1";
+
+    Object.keys(GUARD_ATTRS).forEach(function (k) {
+      var cur = el.getAttribute(k);
+      if (k === "autocomplete" && cur && /^(username|current-password)/i.test(cur)) {
+        return;
+      }
+      // env 密钥框用 new-password 更抗登录密码灌入
+      if (k === "autocomplete" && String(el.type || "").toLowerCase() === "password") {
+        el.setAttribute(k, "new-password");
+        return;
+      }
+      if (!cur || cur === "on") el.setAttribute(k, GUARD_ATTRS[k]);
+    });
+
+    if (String(el.type || "").toLowerCase() === "password" || isAmountLike(el)) {
+      el.setAttribute("readonly", "readonly");
+      el.addEventListener("focus", function () {
+        el.removeAttribute("readonly");
+      });
+      el.addEventListener("blur", function () {
+        if (!el.value) el.setAttribute("readonly", "readonly");
+      });
+    }
+
+    wipeBad(el);
+    setTimeout(function () {
+      wipeBad(el);
+    }, 250);
+    setTimeout(function () {
+      wipeBad(el);
+    }, 900);
+    setTimeout(function () {
+      wipeBad(el);
+    }, 2000);
+  }
+
+  function scan(root) {
+    var scope = root && root.querySelectorAll ? root : document;
+    var list = scope.querySelectorAll(
+      'input[type="text"], input[type="number"], input[type="search"], input[type="url"], input[type="email"], input[type="tel"], input[type="password"], input:not([type]), textarea'
+    );
+    for (var i = 0; i < list.length; i++) harden(list[i]);
+  }
+
+  function boot() {
+    scan(document);
+    if (typeof MutationObserver === "undefined") return;
+    var obs = new MutationObserver(function (mutations) {
+      for (var i = 0; i < mutations.length; i++) {
+        var m = mutations[i];
+        if (m.type === "childList") {
+          for (var j = 0; j < m.addedNodes.length; j++) {
+            var n = m.addedNodes[j];
+            if (!n || n.nodeType !== 1) continue;
+            if (n.matches && n.matches("input, textarea")) harden(n);
+            else if (n.querySelectorAll) scan(n);
+          }
+        } else if (m.type === "attributes" && m.target) {
+          harden(m.target);
+        }
+      }
+    });
+    obs.observe(document.documentElement, {
+      childList: true,
+      subtree: true,
+      attributes: true,
+      attributeFilter: ["value"],
+    });
+  }
+
+  if (document.readyState === "loading") {
+    document.addEventListener("DOMContentLoaded", boot);
+  } else {
+    boot();
+  }
+
+  window.cmAutofillGuardScan = scan;
+})();

lib/common/static/instance_embed.js

@@ -15,6 +15,7 @@
     records: "/records",
     stats: "/stats",
     risk_policy: "/risk_policy",
+    system_guide: "/system_guide",
     env_config: "/env_config",
     settings: "/settings",
   };
@@ -296,7 +297,8 @@
   }
 
   function syncShellChrome(tab) {
-    const hideTopBar = tab === "settings" || tab === "risk_policy" || tab === "env_config";
+    const hideTopBar =
+      tab === "settings" || tab === "risk_policy" || tab === "system_guide" || tab === "env_config";
     document.querySelectorAll(".instance-top-bar").forEach((el) => {
       el.hidden = hideTopBar;
     });

lib/common/static/instance_page.css

@@ -88,7 +88,7 @@
         .mood-grid{display:flex;gap:10px;flex-wrap:wrap;font-size:.82rem;color:#d7d7ea}
         .mood-grid label{display:flex;align-items:center;gap:3px}
         .screenshot{width:100px;border-radius:6px;cursor:pointer;margin-top:6px}
-        .modal{display:none;position:fixed;top:0;left:0;width:100%;height:100%;background:rgba(0,0,0,.78);justify-content:center;align-items:center;z-index:1210}
+        .modal{display:none;position:fixed;top:0;left:0;width:100%;height:100%;background:rgba(0,0,0,.78);justify-content:center;align-items:center;z-index:2100}
         .modal img{max-width:90%;max-height:90%;border-radius:8px}
         .detail-modal{display:none;position:fixed;top:0;left:0;width:100%;height:100%;background:rgba(0,0,0,.78);justify-content:center;align-items:center;z-index:1200;padding:20px}
         .detail-modal .panel{width:min(92vw,980px);max-height:88vh;overflow:auto;background:#121726;border:1px solid #2a3150;border-radius:10px;padding:14px}

lib/common/static/instance_settings_prefs.js

@@ -20,7 +20,7 @@
   }
 
   /** 默认关闭的导航开关:缺失时按 false,不能用 !== false */
-  const NAV_DEFAULT_OFF = { show_nav_dashboard: true };
+  const NAV_DEFAULT_OFF = { show_nav_dashboard: true, show_nav_system_guide: true };
 
   function navPrefShow(display, key) {
     if (!key) return true;
@@ -41,6 +41,7 @@
       "hedge-plan": "show_nav_hedge_plan",
       hedge_plan: "show_nav_hedge_plan",
       risk_policy: "show_nav_risk_policy",
+      system_guide: "show_nav_system_guide",
       env_config: "show_nav_env_config",
     };
     document.querySelectorAll(".embed-top-nav [data-embed-tab], .top-nav a[href^='/']").forEach((a) => {
@@ -68,6 +69,7 @@
       "hedge-plan": "show_nav_hedge_plan",
       hedge_plan: "show_nav_hedge_plan",
       risk_policy: "show_nav_risk_policy",
+      system_guide: "show_nav_system_guide",
       env_config: "show_nav_env_config",
     };
     const key = map[tab];

lib/common/static/instance_theme.css

@@ -3198,6 +3198,33 @@ html[data-theme="light"] .opt-be-dist-down {
 .hedge-plan-page-wrap .hp-head-card {
   margin-bottom: 12px;
 }
+.hedge-plan-page-wrap .hp-rule-collapse {
+  margin: 0 0 10px;
+  border: none;
+  background: transparent;
+  box-shadow: none;
+}
+.hedge-plan-page-wrap .hp-rule-collapse > .tip-collapse-summary {
+  padding: 4px 0;
+  font-size: 0.78rem;
+}
+.hedge-plan-page-wrap .hp-rule-collapse .tip-collapse-body {
+  padding: 6px 0 2px;
+}
+.hedge-plan-page-wrap .hp-rule-collapse .tip-collapse-body.rule-tip {
+  margin: 0;
+  border: none;
+  background: transparent;
+  padding: 0;
+}
+.hedge-plan-page-wrap .hp-rule-collapse .tip-collapse-body p {
+  margin: 0 0 6px;
+  font-size: 0.74rem;
+  line-height: 1.45;
+}
+.hedge-plan-page-wrap .hp-rule-collapse .tip-collapse-body p:last-child {
+  margin-bottom: 0;
+}
 .hedge-plan-page-wrap .hp-head-row {
   display: flex;
   flex-wrap: wrap;
@@ -3249,15 +3276,276 @@ html[data-theme="light"] .opt-be-dist-down {
   color: #7ee787;
   font-weight: 700;
 }
+.hedge-plan-page-wrap .hp-plan-partial {
+  color: #ffb454;
+  font-weight: 700;
+}
+.hedge-plan-page-wrap .hp-hist-actions .hp-btn-complete {
+  margin-right: 6px;
+  padding: 3px 8px;
+  font-size: 0.72rem;
+  min-height: 26px;
+}
 .hedge-plan-page-wrap .hp-pnl-neg {
   color: #ff8a8a;
 }
 .hedge-plan-page-wrap .hp-oo-legs {
-  margin-top: 8px;
+  margin-top: 10px;
   display: flex;
   flex-direction: column;
   gap: 8px;
 }
+.hedge-plan-page-wrap .hp-oo-target-row {
+  align-items: flex-end;
+  flex-wrap: wrap;
+  gap: 10px 14px;
+}
+.hedge-plan-page-wrap .hp-oo-index {
+  display: inline-flex;
+  align-items: center;
+  margin: 0 0 2px;
+  padding: 4px 0;
+  font-size: 0.9rem;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+  color: #3dd68c;
+  white-space: nowrap;
+}
+.hedge-plan-page-wrap .hp-oo-transfer {
+  margin: 10px 0 4px;
+  padding: 10px 12px;
+  border-radius: 8px;
+  background: rgba(255, 255, 255, 0.03);
+  border: 1px solid rgba(255, 255, 255, 0.06);
+}
+.hedge-plan-page-wrap .hp-oo-transfer--compact {
+  margin: 12px 0 8px;
+  padding: 8px 10px;
+}
+.hedge-plan-page-wrap .hp-oo-transfer-bals {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: baseline;
+  gap: 6px 8px;
+  margin-bottom: 6px;
+  font-size: 0.76rem;
+}
+.hedge-plan-page-wrap .hp-oo-transfer-bals strong {
+  color: var(--text, #e6edf3);
+  font-variant-numeric: tabular-nums;
+}
+.hedge-plan-page-wrap .hp-oo-transfer-unit {
+  opacity: 0.75;
+}
+.hedge-plan-page-wrap .hp-oo-transfer-form {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 8px;
+  margin: 0;
+}
+.hedge-plan-page-wrap .hp-oo-transfer-form select,
+.hedge-plan-page-wrap .hp-oo-transfer-form input[type="number"] {
+  font-size: 0.74rem;
+}
+.hedge-plan-page-wrap .hp-oo-transfer-form input[type="number"] {
+  width: 96px;
+  max-width: 30vw;
+}
+.hedge-plan-page-wrap #hp-oo-xfer-msg {
+  margin-left: auto;
+  font-size: 0.72rem;
+  min-height: 1.1em;
+}
+.hedge-plan-page-wrap #hp-oo-xfer-msg.is-err {
+  color: #ff8a8a;
+}
+.hedge-plan-page-wrap #hp-oo-xfer-msg.is-ok {
+  color: #3dd68c;
+}
+.hedge-plan-page-wrap .hp-oo-controls {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+  gap: 10px 14px;
+  margin: 10px 0 4px;
+  padding: 10px 12px;
+  border-radius: 8px;
+  background: rgba(255, 255, 255, 0.03);
+  border: 1px solid rgba(255, 255, 255, 0.06);
+}
+.hedge-plan-page-wrap .hp-oo-ctrl {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+  min-width: 0;
+}
+.hedge-plan-page-wrap .hp-oo-ctrl-lab {
+  font-size: 0.72rem;
+  color: var(--muted, #8b949e);
+  letter-spacing: 0.02em;
+}
+.hedge-plan-page-wrap .hp-oo-seg {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 6px;
+}
+.hedge-plan-page-wrap .hp-oo-seg .btn-secondary {
+  flex: 1 1 auto;
+  min-width: 4.5em;
+  justify-content: center;
+  padding: 5px 8px;
+  position: relative;
+}
+.hedge-plan-page-wrap .hp-oo-check {
+  display: none;
+  margin-right: 4px;
+  font-weight: 700;
+}
+.hedge-plan-page-wrap .hp-oo-size-mode.is-selected,
+.hedge-plan-page-wrap .hp-oo-close-mode.is-selected,
+.hedge-plan-page-wrap .hp-po-dir.is-selected,
+.hedge-plan-page-wrap .hp-oo-size-mode.active,
+.hedge-plan-page-wrap .hp-oo-close-mode.active,
+.hedge-plan-page-wrap .hp-po-dir.active {
+  border-color: var(--accent, #00d4ff);
+  color: var(--text, #fff);
+  background: rgba(0, 212, 255, 0.16);
+  box-shadow: inset 0 0 0 1px rgba(0, 212, 255, 0.35);
+  font-weight: 700;
+}
+.hedge-plan-page-wrap .hp-oo-size-mode.is-selected .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-close-mode.is-selected .hp-oo-check,
+.hedge-plan-page-wrap .hp-po-dir.is-selected .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-size-mode.active .hp-oo-check,
+.hedge-plan-page-wrap .hp-oo-close-mode.active .hp-oo-check,
+.hedge-plan-page-wrap .hp-po-dir.active .hp-oo-check {
+  display: inline;
+  color: var(--accent, #00d4ff);
+}
+.hedge-plan-page-wrap .hp-po-top {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 12px 16px;
+  margin: 8px 0 4px;
+}
+.hedge-plan-page-wrap .hp-po-dir-seg {
+  flex: 1 1 180px;
+  max-width: 220px;
+}
+.hedge-plan-page-wrap .hp-po-mark {
+  font-size: 0.95rem;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+  color: #3dd68c;
+  white-space: nowrap;
+}
+.hedge-plan-page-wrap .hp-po-meta {
+  margin: 2px 0 8px;
+  font-size: 0.74rem;
+  line-height: 1.4;
+}
+.hedge-plan-page-wrap .hp-po-fields {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+  gap: 10px 12px;
+  margin: 8px 0 6px;
+  padding: 10px 12px;
+  border-radius: 8px;
+  background: rgba(255, 255, 255, 0.03);
+  border: 1px solid rgba(255, 255, 255, 0.06);
+}
+.hedge-plan-page-wrap .hp-po-field {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  min-width: 0;
+  margin: 0;
+  font-size: 0.78rem;
+}
+.hedge-plan-page-wrap .hp-po-field-lab {
+  color: #9aa4b2;
+  font-size: 0.72rem;
+}
+.hedge-plan-page-wrap .hp-po-field-lab em {
+  font-style: normal;
+  color: #6b7388;
+  margin-left: 2px;
+}
+.hedge-plan-page-wrap .hp-po-field input {
+  width: 100%;
+  min-width: 0;
+  box-sizing: border-box;
+}
+.hedge-plan-page-wrap .hp-po-field--tp input {
+  border-color: rgba(61, 214, 140, 0.45);
+}
+.hedge-plan-page-wrap .hp-po-field--sl input {
+  border-color: rgba(255, 138, 138, 0.45);
+}
+.hedge-plan-page-wrap .hp-po-summary {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+  margin-top: 4px;
+}
+.hedge-plan-page-wrap .hp-po-pnl {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+}
+.hedge-plan-page-wrap .hp-po-chip {
+  display: inline-flex;
+  align-items: baseline;
+  gap: 4px;
+  padding: 4px 8px;
+  border-radius: 6px;
+  background: rgba(255, 255, 255, 0.04);
+  border: 1px solid rgba(255, 255, 255, 0.08);
+  font-size: 0.76rem;
+}
+.hedge-plan-page-wrap .hp-po-sizing {
+  font-size: 0.74rem;
+  line-height: 1.4;
+}
+.hedge-plan-page-wrap .hp-po-opt-toolbar {
+  align-items: center;
+}
+.hedge-plan-page-wrap .hp-po-index {
+  margin-left: auto;
+  font-size: 0.9rem;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+  color: #3dd68c;
+  white-space: nowrap;
+}
+@media (max-width: 720px) {
+  .hedge-plan-page-wrap .hp-po-fields {
+    grid-template-columns: 1fr;
+  }
+  .hedge-plan-page-wrap .hp-po-index {
+    margin-left: 0;
+  }
+}
+.hedge-plan-page-wrap #hp-oo-close-mode-row.hidden {
+  display: none !important;
+}
+.hedge-plan-page-wrap .hp-oo-controls:has(#hp-oo-close-mode-row.hidden) {
+  grid-template-columns: 1fr;
+}
+.hedge-plan-page-wrap .hp-oo-meta {
+  margin: 4px 0 0;
+  font-size: 0.75rem;
+  line-height: 1.4;
+}
+.hedge-plan-page-wrap #hp-oo-budget-line.hp-oo-budget-warn {
+  color: #ff8a8a;
+}
+@media (max-width: 720px) {
+  .hedge-plan-page-wrap .hp-oo-controls {
+    grid-template-columns: 1fr;
+  }
+}
 .hedge-plan-page-wrap .hp-oo-leg-row {
   display: flex;
   flex-wrap: wrap;
@@ -3394,15 +3682,24 @@ html[data-theme="light"] .opt-be-dist-down {
   display: flex;
   flex-direction: column;
 }
-.hedge-plan-page-wrap .hp-preview-card {
-  margin-top: 0;
-  clear: both;
-}
 .hedge-plan-page-wrap .hp-action-row {
   margin-top: 10px;
   gap: 8px;
   justify-content: flex-end;
 }
+.hedge-plan-page-wrap .hp-preview-modal {
+  width: min(96vw, 920px);
+}
+.hedge-plan-page-wrap .hp-preview-summary {
+  margin: 0 0 10px;
+  font-size: 0.84rem;
+  line-height: 1.45;
+}
+.hedge-plan-page-wrap .hp-preview-actions {
+  margin-top: 14px;
+  justify-content: flex-end;
+  gap: 10px;
+}
 .hedge-plan-page-wrap .hp-pick.active,
 .hedge-plan-page-wrap .opt-row-selected td {
   background: rgba(90, 140, 255, 0.18);
@@ -3649,30 +3946,51 @@ html[data-theme="light"] .options-strike-table--t .opt-strike-row-atm td {
   background: rgba(255, 152, 0, 0.08);
 }
 .opt-order-inline-row td {
-  padding: 14px 16px !important;
+  padding: 0 !important;
-  background: rgba(74, 124, 255, 0.07);
+  border: none !important;
-  border-top: 1px solid rgba(74, 124, 255, 0.25);
+  background: transparent !important;
-  border-bottom: 1px solid rgba(74, 124, 255, 0.25);
 }
-.opt-order-panel-inner {
+.opt-order-backdrop {
-  border-radius: 8px;
+  position: fixed;
+  inset: 0;
+  z-index: 2100;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  padding: 16px;
+  background: rgba(0, 0, 0, 0.72);
+}
+.opt-order-backdrop[hidden] {
+  display: none !important;
+}
+.opt-order-dialog {
+  width: min(96vw, 760px);
+  max-height: 92vh;
+  overflow: auto;
+  background: var(--card-bg, #121726);
+  color: inherit;
+  border: 1px solid rgba(127, 127, 127, 0.35);
+  border-radius: 14px;
+  padding: 18px 20px 20px;
+  box-shadow: 0 12px 40px rgba(0, 0, 0, 0.45);
 }
 .opt-order-layout {
-  display: flex;
+  display: block;
-  align-items: stretch;
-  gap: 14px;
 }
 .opt-order-main {
-  flex: 1 1 auto;
   min-width: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 14px;
 }
-.opt-order-pending {
+.opt-order-dialog #opt-order-inst,
-  flex: 0 0 280px;
+.opt-order-dialog .options-order-inst {
-  max-width: 320px;
+  font-size: 0.95rem;
-  padding: 10px 12px;
+  font-weight: 600;
-  border-radius: 8px;
+  letter-spacing: 0.01em;
-  border: 1px solid rgba(158, 192, 255, 0.2);
+  line-height: 1.4;
-  background: rgba(0, 0, 0, 0.18);
+  word-break: break-all;
+  margin: 0;
 }
 .opt-order-pending-head {
   display: flex;
@@ -3703,6 +4021,12 @@ html[data-theme="light"] .options-strike-table--t .opt-strike-row-atm td {
   max-height: 220px;
   overflow: auto;
 }
+.opt-pending-list--tab {
+  max-height: min(52vh, 420px);
+}
+.opt-pos-pending-pane {
+  padding: 4px 2px 8px;
+}
 .opt-pending-empty {
   font-size: 0.72rem;
 }
@@ -3740,101 +4064,174 @@ html[data-theme="light"] .options-strike-table--t .opt-strike-row-atm td {
   font-size: 0.68rem;
   padding: 2px 8px;
 }
-html[data-theme="light"] .opt-order-pending {
-  background: rgba(0, 0, 0, 0.03);
-  border-color: rgba(0, 0, 0, 0.08);
-}
 html[data-theme="light"] .opt-pending-item {
   background: #fff;
   border-color: rgba(0, 0, 0, 0.08);
 }
 @media (max-width: 900px) {
-  .opt-order-layout {
+  .opt-pending-list--tab {
-    flex-direction: column;
+    max-height: min(46vh, 360px);
-  }
-  .opt-order-pending {
-    flex: 1 1 auto;
-    max-width: none;
   }
 }
-.opt-order-panel-inner .opt-order-title {
+.opt-order-dialog-head {
-  margin: 0 0 8px;
+  display: flex;
-  font-size: 0.85rem;
+  align-items: center;
+  gap: 8px;
+  margin-bottom: 8px;
+}
+.opt-order-dialog-head .opt-order-title {
+  margin: 0;
+  margin-right: auto;
+  font-size: 1.02rem;
   color: #9ec0ff;
+  font-weight: 650;
 }
-.options-page-wrap .opt-order-panel-inner .opt-order-title {
+.opt-order-dialog-actions {
-  font-size: 0.82rem;
+  display: flex;
+  flex-wrap: wrap;
+  gap: 10px;
+  margin-top: 4px;
 }
-.opt-order-panel-host:not([hidden]) {
+.opt-order-dialog-actions .btn-primary,
-  display: block;
+.opt-order-dialog-actions .btn-secondary {
+  flex: 1 1 140px;
+  min-height: 38px;
+  font-size: 0.86rem;
+  padding: 8px 14px;
 }
-.opt-order-panel-host[hidden] {
+.opt-order-dialog #opt-order-msg {
-  display: none !important;
+  margin-top: 2px;
+  min-height: 1.2em;
+  line-height: 1.4;
 }
 .options-order-grid {
   display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(140px, 1fr));
+  grid-template-columns: repeat(auto-fit, minmax(148px, 1fr));
-  gap: 10px;
+  gap: 12px 14px;
-  margin: 10px 0;
+  margin: 0;
+  padding: 12px 12px;
+  border-radius: 10px;
+  background: rgba(255, 255, 255, 0.03);
+  border: 1px solid rgba(255, 255, 255, 0.06);
 }
 .options-order-grid .k {
   display: block;
-  font-size: 0.68rem;
+  font-size: 0.7rem;
   color: #8892b0;
+  margin-bottom: 3px;
 }
+.options-order-grid .v,
 .options-page-wrap .options-order-grid .v {
-  font-size: 0.8rem;
+  font-size: 0.86rem;
+  font-weight: 600;
+  line-height: 1.35;
 }
 .options-estimate-row {
+  display: flex;
+  flex-direction: column;
+  align-items: stretch;
+  gap: 10px;
+  margin: 0;
+  padding: 12px 14px;
+  border-radius: 10px;
+  background: rgba(255, 255, 255, 0.03);
+  border: 1px dashed rgba(255, 255, 255, 0.12);
+  font-size: 0.78rem;
+}
+.opt-est-main {
   display: flex;
   flex-wrap: wrap;
   align-items: center;
-  gap: 8px 12px;
+  gap: 10px 12px;
-  margin: 8px 0 10px;
-  padding: 8px 10px;
-  border-radius: 8px;
-  background: rgba(255, 255, 255, 0.03);
-  border: 1px dashed rgba(255, 255, 255, 0.08);
-  font-size: 0.74rem;
 }
-.options-estimate-row .opt-est-label {
+.opt-order-chip {
-  color: #8892b0;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  margin: 0;
+  cursor: pointer;
+  user-select: none;
+  font-size: 0.76rem;
+  padding: 6px 12px;
+  min-height: 32px;
+  line-height: 1.2;
+  white-space: nowrap;
+  border: 1px solid rgba(140, 160, 200, 0.35);
+  border-radius: 8px;
+  background: rgba(255, 255, 255, 0.04);
+  color: inherit;
+  box-sizing: border-box;
+}
+.opt-order-chip:hover {
+  border-color: rgba(140, 170, 230, 0.55);
+  background: rgba(255, 255, 255, 0.07);
+}
+.opt-size-mode-chip {
+  position: relative;
+}
+.opt-size-mode-chip input[type="radio"] {
+  position: absolute;
+  opacity: 0;
+  width: 0;
+  height: 0;
+  margin: 0;
+  pointer-events: none;
+}
+.opt-size-mode-chip:has(input:checked),
+.opt-size-mode-chip.is-selected,
+.opt-size-mode-chip.active {
+  border-color: #5b8cff;
+  color: #cfe0ff;
+  background: rgba(74, 124, 255, 0.28);
+  box-shadow: inset 0 0 0 1px rgba(120, 160, 255, 0.45);
 }
 .options-estimate-row .opt-target-idx {
-  width: 120px;
+  width: 140px;
-  font-size: 0.74rem;
+  font-size: 0.8rem;
-  padding: 3px 6px;
+  padding: 6px 8px;
+  min-height: 32px;
+  box-sizing: border-box;
 }
 .options-estimate-row .k {
   color: #8892b0;
 }
 .options-estimate-row .v {
-  font-size: 0.82rem;
+  font-size: 0.86rem;
   font-weight: 600;
 }
 .options-estimate-row .opt-est-note {
-  font-size: 0.66rem;
+  display: block;
+  font-size: 0.7rem;
+  line-height: 1.45;
+  opacity: 0.85;
 }
-html[data-theme="light"] .options-estimate-row {
+html[data-theme="light"] .options-estimate-row,
+html[data-theme="light"] .options-order-grid {
   background: rgba(0, 0, 0, 0.02);
-  border-color: rgba(0, 0, 0, 0.08);
+  border-color: rgba(0, 0, 0, 0.1);
+}
+html[data-theme="light"] .opt-order-chip {
+  border-color: rgba(0, 0, 0, 0.16);
+  background: #fff;
 }
 .options-hint {
   font-size: 0.75rem;
   margin-bottom: 6px;
 }
 .options-page-wrap .options-order-mode-row {
-  font-size: 0.74rem;
+  font-size: 0.78rem;
-  gap: 6px;
+  gap: 10px;
 }
 .options-page-wrap .options-order-mode-row input[type="number"],
 .options-page-wrap .options-order-mode-row input[type="text"] {
-  font-size: 0.74rem;
+  font-size: 0.8rem;
-  padding: 3px 6px;
+  padding: 6px 8px;
+  min-height: 32px;
+  box-sizing: border-box;
 }
 .options-page-wrap .options-order-mode-row .btn-primary {
-  font-size: 0.74rem;
+  font-size: 0.8rem;
-  padding: 4px 10px;
+  padding: 6px 12px;
 }
 .options-page-wrap .opt-row-actions .btn-primary,
 .options-page-wrap .opt-row-actions .btn-secondary {
@@ -3876,11 +4273,29 @@ html[data-theme="light"] .options-estimate-row {
   background: rgba(255, 209, 102, 0.12);
 }
 .options-order-mode-row {
+  display: flex;
+  flex-direction: column;
+  align-items: stretch;
+  gap: 10px;
+  margin: 0;
+}
+.opt-size-mode-bar {
+  display: flex;
   flex-wrap: wrap;
-  gap: 8px;
+  align-items: center;
+  gap: 10px;
 }
 .options-order-mode-row input[type="number"] {
-  width: 88px;
+  width: 96px;
+}
+.options-order-mode-row .opt-signal-note,
+.options-order-mode-row #opt-signal-note {
+  width: 100%;
+  max-width: 100%;
+  box-sizing: border-box;
+}
+.options-order-mode-row .opt-order-chip {
+  flex: 0 0 auto;
 }
 .options-dual-grid {
   display: grid;
@@ -4170,6 +4585,52 @@ html[data-theme="light"] .options-stats-pnl-summary .options-stat-item {
   font-size: 0.62rem;
   line-height: 1;
 }
+.opt-source-badge {
+  display: inline-flex;
+  align-items: center;
+  white-space: nowrap;
+  flex-shrink: 0;
+  padding: 2px 7px;
+  border-radius: 6px;
+  font-size: 0.68rem;
+  font-weight: 600;
+  line-height: 1.2;
+  border: 1px solid transparent;
+}
+.opt-source-badge--plain {
+  background: rgba(255, 255, 255, 0.06);
+  color: #9aa4b2;
+  border-color: rgba(255, 255, 255, 0.1);
+}
+.opt-source-badge--po {
+  background: rgba(100, 160, 255, 0.16);
+  color: #8ec0ff;
+  border-color: rgba(100, 160, 255, 0.35);
+}
+.opt-source-badge--oo {
+  background: rgba(0, 212, 255, 0.14);
+  color: #5ee4ff;
+  border-color: rgba(0, 212, 255, 0.35);
+}
+.opt-pos-bar .opt-source-badge {
+  padding: 2px 6px;
+  font-size: 0.6rem;
+}
+html[data-theme="light"] .opt-source-badge--plain {
+  background: rgba(15, 23, 42, 0.06);
+  color: #5a6578;
+  border-color: rgba(15, 23, 42, 0.12);
+}
+html[data-theme="light"] .opt-source-badge--po {
+  background: rgba(37, 99, 235, 0.1);
+  color: #1d4ed8;
+  border-color: rgba(37, 99, 235, 0.25);
+}
+html[data-theme="light"] .opt-source-badge--oo {
+  background: rgba(8, 145, 178, 0.1);
+  color: #0e7490;
+  border-color: rgba(8, 145, 178, 0.28);
+}
 .opt-pos-bar-meta {
   font-size: 0.66rem;
   color: #8b95b0;
@@ -4357,14 +4818,19 @@ html[data-theme="light"] .options-stats-pnl-summary .options-stat-item {
   font-weight: 700;
   font-variant-numeric: tabular-nums;
 }
-.options-page-wrap .opt-close-rule {
+.options-page-wrap .opt-close-rule,
+.options-page-wrap .opt-open-rule {
   margin-top: 8px;
+  margin-bottom: 10px;
   padding: 0;
   border: 1px solid rgba(67, 82, 118, 0.55);
   border-radius: 10px;
   background: rgba(14, 19, 30, 0.58);
   overflow: hidden;
 }
+.options-page-wrap .opt-open-rule {
+  margin-top: 4px;
+}
 .options-page-wrap .opt-close-rule summary {
   display: flex;
   align-items: center;
@@ -4691,7 +5157,10 @@ html[data-theme="light"] .options-chain-toolbar .btn-secondary.active,
 html[data-theme="light"] .opt-uly-btn.active,
 html[data-theme="light"] .opt-type-btn.active,
 html[data-theme="light"] .opt-money-btn.active,
-html[data-theme="light"] .opt-pos-tab.active {
+html[data-theme="light"] .opt-pos-tab.active,
+html[data-theme="light"] .opt-size-mode-chip.is-selected,
+html[data-theme="light"] .opt-size-mode-chip.active,
+html[data-theme="light"] .opt-size-mode-chip:has(input:checked) {
   border-color: rgba(0, 95, 140, 0.45) !important;
   color: #004d6e !important;
   background: rgba(0, 110, 154, 0.14) !important;
@@ -4943,6 +5412,113 @@ html[data-theme="light"] .settings-account-summary {
   box-shadow: 0 1px 3px rgba(20, 34, 50, 0.06);
 }
 
+/* 期权复盘 · 亮色主题（覆盖面板内暗色默认变量） */
+html[data-theme="light"] .options-review-wrap {
+  --or-section-bg: #fff;
+  --or-section-shadow: 0 1px 3px rgba(20, 34, 50, 0.06);
+  --or-border: #9eb0c4;
+  --or-border-soft: #c8d4e0;
+  --or-border-faint: #dce4ec;
+  --or-text: #142232;
+  --or-title: #142232;
+  --or-muted: #3a5068;
+  --or-filters-bg: #eef3f8;
+  --or-tile-bg: #f6f9fc;
+  --or-badge-bg: rgba(0, 110, 154, 0.1);
+  --or-accent-bg: rgba(0, 110, 154, 0.12);
+  --or-accent-fg: #004d6e;
+  --or-accent-border: rgba(0, 95, 140, 0.28);
+  --or-row-active-bg: rgba(0, 110, 154, 0.08);
+  --or-row-hover-bg: rgba(0, 110, 154, 0.06);
+  --or-modal-bg: #fff;
+  --or-modal-shadow: 0 12px 40px rgba(20, 34, 50, 0.18);
+  --or-backdrop: rgba(20, 34, 50, 0.45);
+  --or-img-bg: #eef3f8;
+  color: #142232;
+}
+
+html[data-theme="light"] .options-review-wrap .or-section {
+  background: #fff !important;
+  border-color: #9eb0c4 !important;
+  box-shadow: 0 1px 3px rgba(20, 34, 50, 0.06);
+  color: #142232 !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-section-title,
+html[data-theme="light"] .options-review-wrap .or-detail-modal-head h3,
+html[data-theme="light"] .options-review-wrap .or-page-head h2 {
+  color: #142232 !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-section-desc,
+html[data-theme="light"] .options-review-wrap .muted,
+html[data-theme="light"] .options-review-wrap .sub {
+  color: #3a5068 !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-filters {
+  background: #eef3f8 !important;
+  border-color: #c8d4e0 !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-kpi-tile,
+html[data-theme="light"] .options-review-wrap .or-stat-card,
+html[data-theme="light"] .options-review-wrap .or-detail-img-cell {
+  background: #f6f9fc !important;
+  border-color: #c8d4e0 !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-tab {
+  background: #fff !important;
+  color: #006e9a !important;
+  border-color: rgba(0, 95, 140, 0.22) !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-tab.active {
+  background: rgba(0, 110, 154, 0.12) !important;
+  color: #004d6e !important;
+  border-color: rgba(0, 95, 140, 0.28) !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-step {
+  background: rgba(0, 110, 154, 0.12) !important;
+  color: #004d6e !important;
+  border-color: rgba(0, 95, 140, 0.28) !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-badge {
+  background: rgba(0, 110, 154, 0.1) !important;
+  color: #004d6e !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-detail-modal {
+  background: #fff !important;
+  color: #142232 !important;
+  border-color: #9eb0c4 !important;
+  box-shadow: 0 12px 40px rgba(20, 34, 50, 0.18);
+}
+
+html[data-theme="light"] .options-review-wrap .or-detail-backdrop {
+  background: rgba(20, 34, 50, 0.45) !important;
+}
+
+html[data-theme="light"] .options-review-wrap .options-strike-table thead th {
+  background: #eef3f8 !important;
+  color: #334155 !important;
+  border-bottom: 1px solid #c8d4e0 !important;
+}
+
+html[data-theme="light"] .options-review-wrap .options-strike-table th,
+html[data-theme="light"] .options-review-wrap .options-strike-table td {
+  color: #142232 !important;
+  border-bottom-color: #d0dae4 !important;
+}
+
+html[data-theme="light"] .options-review-wrap .or-trades-table tr.or-row-active,
+html[data-theme="light"] .options-review-wrap .or-reviewed-table tbody tr:hover {
+  background: rgba(0, 110, 154, 0.08) !important;
+}
+
 .pos-pnl-profit {
   color: #7ee787;
 }

lib/common/static/journal_upload_slots.js

@@ -93,8 +93,16 @@
       });
   }
 
+  function isOptionsReviewSlot(input) {
+    if (!input) return false;
+    if (input.classList && input.classList.contains("or-upload-input")) return true;
+    return !!(input.closest && input.closest("#or-upload-slots, #options-review-root"));
+  }
+
   function bindInput(input) {
     if (!input || input.dataset.journalSlotBound === "1") return;
+    // 期权复盘槽位由 options_review.js 处理,勿被合约复盘上传抢走
+    if (isOptionsReviewSlot(input)) return;
     input.dataset.journalSlotBound = "1";
     input.addEventListener("change", function () {
       var file = input.files && input.files[0];

lib/common/static/options_panel.js

@@ -14,6 +14,13 @@
     moneyFilter: "all",
     chainView: "list",
     strikeExpandAll: false,
+    /** 环境 OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED;链接口可热更新 */
+    askLiqFilter: root.dataset.askLiqFilter !== "0",
+    budgetBuffer: (function () {
+      const raw = root.dataset.budgetBuffer;
+      const n = raw != null && raw !== "" ? Number(raw) : NaN;
+      return !Number.isNaN(n) && n > 0 ? n : 0.95;
+    })(),
     chain: panelCache.chain || null,
     selectedInst: null,
     orderQuote: null,
@@ -91,16 +98,17 @@
   }
 
   function parkOrderPanel() {
-    stopPendingOrdersPoll();
     const panel = orderPanel();
     const host = orderPanelHost();
-    // 把整块 host(含面板)移回原位,再删行内 tr,避免 tbody 重绘销毁下单 DOM
+    // 弹窗挂到 body;关闭后收回原位,绝不插入期权链表格
-    if (host && orderPanelHome && host.parentElement !== orderPanelHome) {
+    if (panel && host && panel.parentElement !== host) host.appendChild(panel);
+    if (host) {
+      host.hidden = true;
+      host.setAttribute("aria-hidden", "true");
+      if (orderPanelHome && host.parentElement !== orderPanelHome) {
         orderPanelHome.appendChild(host);
-    } else if (panel && host && panel.parentElement !== host) {
-      host.appendChild(panel);
       }
-    if (host) host.hidden = true;
+    }
     if (panel) panel.style.display = "none";
     const inline = document.querySelector(".opt-order-inline-row");
     if (inline) inline.remove();
@@ -121,32 +129,27 @@
       document.querySelector('#opt-strike-tbody tr.opt-strike-row[data-inst="' + CSS.escape(instId) + '"]') ||
       document.querySelector('#opt-strike-tbody tr.opt-strike-row[data-call-inst="' + CSS.escape(instId) + '"]') ||
       document.querySelector('#opt-strike-tbody tr.opt-strike-row[data-put-inst="' + CSS.escape(instId) + '"]');
-    if (!row) {
-      syncPickButtons(null);
-      return false;
-    }
     document.querySelectorAll(".opt-strike-row").forEach(function (r) {
-      r.classList.toggle("opt-row-selected", r === row);
+      r.classList.toggle("opt-row-selected", !!row && r === row);
     });
     syncPickButtons(instId);
     const oldInline = document.querySelector(".opt-order-inline-row");
     if (oldInline) oldInline.remove();
     if (panel.parentElement !== host) host.appendChild(panel);
-    const tr = document.createElement("tr");
+    // 挂到 body,避免被卡片 overflow 裁成「行内展开」
-    tr.className = "opt-order-inline-row";
+    if (host.parentElement !== document.body) document.body.appendChild(host);
-    const td = document.createElement("td");
-    td.colSpan = strikeTableColspan();
-    td.appendChild(host);
-    tr.appendChild(td);
-    row.after(tr);
     host.hidden = false;
+    host.setAttribute("aria-hidden", "false");
     panel.style.display = "";
-    tr.scrollIntoView({ behavior: "smooth", block: "nearest" });
-    refreshPendingOrders();
-    startPendingOrdersPoll();
     return true;
   }
 
+  function closeOrderDialog() {
+    state.selectedInst = null;
+    state.orderQuote = null;
+    parkOrderPanel();
+  }
+
   function fmtPendingAge(sec) {
     if (sec == null || Number.isNaN(Number(sec))) return "—";
     let s = Math.max(0, Math.round(Number(sec)));
@@ -279,6 +282,42 @@
     const ethEl = document.getElementById("opt-eth-amount");
     if (sheetsEl) sheetsEl.style.display = mode === "sheets" ? "" : "none";
     if (ethEl) ethEl.style.display = mode === "eth_amount" ? "" : "none";
+    document.querySelectorAll(".opt-size-mode-chip").forEach(function (chip) {
+      const radio = chip.querySelector('input[name="opt-size-mode"]');
+      chip.classList.toggle("is-selected", !!(radio && radio.checked));
+      chip.classList.toggle("active", !!(radio && radio.checked));
+    });
+  }
+
+  function hardenOrderAutofill() {
+    function looksLikeUsername(v) {
+      return /^[a-z][a-z0-9._-]{1,31}$/i.test(String(v || "").trim());
+    }
+    function harden(el) {
+      if (!el) return;
+      function wipe() {
+        if (looksLikeUsername(el.value)) el.value = "";
+      }
+      wipe();
+      el.addEventListener("focus", function () {
+        el.removeAttribute("readonly");
+      });
+      el.addEventListener("blur", function () {
+        if (!el.value) el.setAttribute("readonly", "readonly");
+      });
+      setTimeout(wipe, 200);
+      setTimeout(wipe, 800);
+      setTimeout(wipe, 2000);
+    }
+    const note = document.getElementById("opt-signal-note");
+    harden(note);
+    [
+      "opt-sheets-amount",
+      "opt-eth-amount",
+      "opt-target-idx",
+    ].forEach(function (id) {
+      harden(document.getElementById(id));
+    });
   }
 
   function quoteUrl(instId) {
@@ -341,21 +380,41 @@
     return "";
   }
 
+  function askLiqFilterOn() {
+    return !!state.askLiqFilter;
+  }
+
+  function hasAskLiquidity(c) {
+    if (!c) return false;
+    if (c.ask_estimated) return false;
+    const a = Number(c.ask);
+    const s = Number(c.ask_sz);
+    return Number.isFinite(a) && a > 0 && Number.isFinite(s) && s >= 1;
+  }
+
+  function syncAskLiqFilterFromChain(d) {
+    if (!d || d.ask_liq_filter_enabled == null) return;
+    state.askLiqFilter = !!d.ask_liq_filter_enabled;
+    root.dataset.askLiqFilter = state.askLiqFilter ? "1" : "0";
+  }
+
   function countContractsForType(contracts) {
     if (state.chainView === "t") {
       return countStraddleStrikes(contracts);
     }
     return (contracts || []).filter(function (c) {
-      return c.opt_type === state.optType;
+      if (c.opt_type !== state.optType) return false;
+      if (askLiqFilterOn() && !hasAskLiquidity(c)) return false;
+      return true;
     }).length;
   }
 
   function countStraddleStrikes(contracts) {
-    const strikes = new Set();
+    const rows = buildStraddleRows(contracts).filter(function (row) {
-    (contracts || []).forEach(function (c) {
+      if (!askLiqFilterOn()) return true;
-      if (c.strike != null) strikes.add(String(c.strike));
+      return hasAskLiquidity(row.call) || hasAskLiquidity(row.put);
     });
-    return strikes.size;
+    return rows.length;
   }
 
   function buildStraddleRows(contracts) {
@@ -398,7 +457,11 @@
   function filterStraddleRows(rows, indexPx) {
     const atmStrike = findAtmStrike(rows, indexPx);
     return rows.filter(function (row) {
-      return matchesStrikeRowFilter(row.strike, indexPx, atmStrike);
+      if (!matchesStrikeRowFilter(row.strike, indexPx, atmStrike)) return false;
+      if (askLiqFilterOn() && !hasAskLiquidity(row.call) && !hasAskLiquidity(row.put)) {
+        return false;
+      }
+      return true;
     });
   }
 
@@ -459,7 +522,10 @@
 
   function filterChainContracts(contracts) {
     return (contracts || []).filter(function (c) {
-      return c.opt_type === state.optType && matchesMoneyFilter(c.moneyness);
+      if (c.opt_type !== state.optType) return false;
+      if (!matchesMoneyFilter(c.moneyness)) return false;
+      if (askLiqFilterOn() && !hasAskLiquidity(c)) return false;
+      return true;
     });
   }
 
@@ -473,6 +539,28 @@
     return (t || "").toUpperCase() === "P" ? "看跌 Put" : "看涨 Call";
   }
 
+  function sourceText(p) {
+    const lab = (p && p.source_label) || "纯期权";
+    const src = (p && p.source) || "option";
+    let pid = p && p.source_plan_id;
+    if (pid == null && p && p.hedge_plan_target && p.hedge_plan_target.plan_id != null) {
+      pid = p.hedge_plan_target.plan_id;
+    }
+    if (src !== "option" && pid != null && pid !== "") return lab + " #" + pid;
+    return lab;
+  }
+
+  function sourceBadgeHtml(p) {
+    const src = (p && p.source) || "option";
+    const cls =
+      src === "options_options"
+        ? "opt-source-badge opt-source-badge--oo"
+        : src === "perp_options"
+          ? "opt-source-badge opt-source-badge--po"
+          : "opt-source-badge opt-source-badge--plain";
+    return '<span class="' + cls + '" title="持仓来源">' + sourceText(p) + "</span>";
+  }
+
   function expLabel(ms) {
     try {
       const dt = new Date(Number(ms));
@@ -485,6 +573,15 @@
     }
   }
 
+  function applyBudgetBuffer(raw) {
+    if (raw == null || raw === "") return;
+    const buf = Number(raw);
+    if (Number.isNaN(buf) || buf <= 0) return;
+    state.budgetBuffer = buf;
+    const el = document.getElementById("opt-budget-buf");
+    if (el) el.textContent = fmt(buf, 2);
+  }
+
   function renderIndexLine() {
     const idx = state.chain && state.chain.index_px;
     const dte = state.chain && state.chain.chain_max_dte_days;
@@ -492,13 +589,37 @@
       const el = document.getElementById("opt-chain-dte");
       if (el) el.textContent = String(Math.round(dte));
     }
+    if (state.chain && state.chain.budget_buffer != null) {
+      applyBudgetBuffer(state.chain.budget_buffer);
+    }
     const line = document.getElementById("opt-index-line");
     if (line) {
+      const liqHint = askLiqFilterOn() ? "仅显示卖一深度≥1张" : "显示全部卖一(含估算~)";
       line.textContent =
-        "指数 " + state.underlying + " ≈ " + fmt(idx, 2) + " · 默认显示全部 · 实值含平值 · 虚值=价外";
+        "指数 " + state.underlying + " ≈ " + fmt(idx, 2) +
+        " · 默认最近一期 · " + liqHint + " · 实值含平值 · 虚值=价外";
     }
   }
 
+  function pickNearestExpiry(exps) {
+    if (!exps || !exps.length) return "";
+    const now = Date.now();
+    let best = null;
+    let bestDelta = Infinity;
+    exps.forEach(function (e) {
+      const t = Number(e.exp_time);
+      if (!Number.isFinite(t)) return;
+      const delta = t - now;
+      if (delta < -60000) return;
+      if (delta < bestDelta) {
+        bestDelta = delta;
+        best = e;
+      }
+    });
+    if (best) return String(best.exp_time);
+    return String(exps[0].exp_time);
+  }
+
   function renderExpiryOptions(preserveSelection) {
     const sel = document.getElementById("opt-exp-select");
     if (!sel) return;
@@ -513,6 +634,8 @@
     });
     if (prev && exps.some(function (e) { return String(e.exp_time) === String(prev); })) {
       sel.value = prev;
+    } else if (exps.length) {
+      sel.value = pickNearestExpiry(exps);
     }
   }
 
@@ -810,7 +933,8 @@
     if (!list.length) {
       const label = moneyFilterLabel();
       const suffix = label ? label : optTypeLabel(state.optType);
-      tbody.innerHTML = '<tr><td colspan="' + cols + '" class="muted">该到期日暂无' + suffix + "合约</td></tr>";
+      const liqTip = askLiqFilterOn() ? "（卖一深度≥1 时才显示，可在环境配置关闭筛选）" : "";
+      tbody.innerHTML = '<tr><td colspan="' + cols + '" class="muted">该到期日暂无' + suffix + "合约" + liqTip + "</td></tr>";
       state.selectedInst = null;
       return;
     }
@@ -869,8 +993,10 @@
     const atmStrike = findAtmStrike(rows, indexPx);
     let matchedSelected = false;
     rows.forEach(function (row) {
-      const call = row.call;
+      const callRaw = row.call;
-      const put = row.put;
+      const putRaw = row.put;
+      const call = callRaw && (!askLiqFilterOn() || hasAskLiquidity(callRaw)) ? callRaw : null;
+      const put = putRaw && (!askLiqFilterOn() || hasAskLiquidity(putRaw)) ? putRaw : null;
       const combined = straddleAskPerUnit(call && call.ask, put && put.ask);
       const tr = document.createElement("tr");
       tr.className = "opt-strike-row opt-strike-row-t";
@@ -1048,6 +1174,7 @@
       panelCache.chain = d;
       panelCache.underlying = uly;
       panelCache.optType = state.optType;
+      syncAskLiqFilterFromChain(d);
       if (!soft) {
         state.selectedInst = null;
         resetMoneyFilterToAll();
@@ -1084,16 +1211,16 @@
   async function openPosition() {
     if (!state.selectedInst) {
       alert("请先选择合约");
-      return;
+      return false;
     }
     const q = state.orderQuote;
     if (!q || !q.ok || !q.can_open) {
       alert((q && (q.msg || q.open_block_msg)) || "暂无卖一深度,无法按卖一开仓");
-      return;
+      return false;
     }
     if (q.sizing && q.sizing.ok === false) {
       alert(q.sizing.msg || "张数无效");
-      return;
+      return false;
     }
     const btn = document.getElementById("opt-open-btn");
     btn.disabled = true;
@@ -1114,7 +1241,7 @@
         const tgt = parseFloat(tgtRaw);
         if (!Number.isFinite(tgt) || tgt <= 0) {
           alert("目标位无效");
-          return;
+          return false;
         }
         body.target_index = tgt;
       }
@@ -1124,16 +1251,19 @@
         body: JSON.stringify(body),
       });
       const msgEl = document.getElementById("opt-order-msg");
-      msgEl.textContent = d.ok ? "下单已提交,右侧可查看/撤销未成交委托" : (d.msg || "失败");
+      msgEl.textContent = d.ok ? "下单已提交,可在「当前委托」查看/撤销" : (d.msg || "失败");
       msgEl.classList.toggle("opt-error", !d.ok);
       if (d.ok) {
         refreshPendingOrders();
         startPendingOrdersPoll();
         refreshAllPositions();
         if (typeof refreshAccountSnapshot === "function") refreshAccountSnapshot();
-      } else {
+        closeOrderDialog();
-        alert(d.msg || "下单失败");
+        setOptionsPosTab("pending");
+        return true;
       }
+      alert(d.msg || "下单失败");
+      return false;
     } finally {
       const latest = state.orderQuote;
       btn.disabled = !(latest && latest.ok && latest.can_open && !(latest.sizing && latest.sizing.ok === false));
@@ -1158,11 +1288,14 @@
     return (
       '<div class="pos-card-head">' +
       '<div class="pos-card-symbol"><strong>' + (p.inst_id || "") + '</strong>' +
-      '<span class="pos-side-badge ' + sideCls + '">' + optTypeLabel(p.opt_type) + "</span></div>" +
+      '<span class="pos-side-badge ' + sideCls + '">' + optTypeLabel(p.opt_type) + "</span>" +
+      sourceBadgeHtml(p) +
+      "</div>" +
       '<div class="pos-head-actions">' +
       '<button type="button" class="btn-primary opt-close-btn" data-inst="' + p.inst_id + '" data-sheets="' + closeSheets + '">买一平仓</button>' +
       "</div></div>" +
       '<div class="pos-meta">' +
+      '<span class="pos-meta-item">持仓来源: ' + sourceText(p) + "</span>" +
       '<span class="pos-meta-item">行权价: ' + fmt(p.strike, 0) + "</span>" +
       '<span class="pos-meta-item">张数: ' + fmt(p.pos, 0) + " · 币量 " + fmt(p.eth_amount, 4) + "</span>" +
       (expAttr
@@ -1320,6 +1453,7 @@
       '<span class="opt-pos-bar-id-group">' +
       '<strong class="opt-pos-bar-title" title="' + inst + '">' + inst + "</strong>" +
       '<span class="pos-side-badge ' + sideCls + '">' + optTypeLabel(p.opt_type) + "</span>" +
+      sourceBadgeHtml(p) +
       "</span>" +
       '<span class="opt-pos-bar-meta">行权 ' + fmt(p.strike, 0) + " · " + fmt(p.pos, 0) + "张</span>" +
       "</span>" +
@@ -1561,6 +1695,10 @@
     if (tab === "live" && window.OptionsExpiryCountdown && OptionsExpiryCountdown.ensureTimer) {
       OptionsExpiryCountdown.ensureTimer();
     }
+    if (tab === "pending") {
+      refreshPendingOrders();
+      startPendingOrdersPoll();
+    }
   }
 
   function bindOptionsPosTabs() {
@@ -1934,6 +2072,7 @@
   }
 
   function bootOptionsPanel() {
+    applyBudgetBuffer(state.budgetBuffer);
     updateSizeInputs();
     syncMoneyFilterButtons();
     syncChainViewUI();
@@ -2021,6 +2160,7 @@
     });
   }
   bindOptionsPosTabs();
+  hardenOrderAutofill();
 
   document.querySelectorAll('input[name="opt-size-mode"]').forEach(function (r) {
     r.addEventListener("change", function () {
@@ -2029,6 +2169,25 @@
     });
   });
 
+  function bindOrderDialogChrome() {
+    const host = orderPanelHost();
+    const closeBtn = document.getElementById("opt-order-close-btn");
+    const cancelBtn = document.getElementById("opt-order-cancel-btn");
+    if (closeBtn) closeBtn.addEventListener("click", closeOrderDialog);
+    if (cancelBtn) cancelBtn.addEventListener("click", closeOrderDialog);
+    if (host) {
+      host.addEventListener("click", function (ev) {
+        if (ev.target === host) closeOrderDialog();
+      });
+    }
+    document.addEventListener("keydown", function (ev) {
+      if (ev.key !== "Escape") return;
+      const h = orderPanelHost();
+      if (h && !h.hidden) closeOrderDialog();
+    });
+  }
+  bindOrderDialogChrome();
+
   ["opt-sheets-amount", "opt-eth-amount", "opt-target-idx"].forEach(function (id) {
     const el = document.getElementById(id);
     if (!el) return;

lib/common/static/options_position_cards.js

@@ -38,6 +38,28 @@
     return (t || "").toUpperCase() === "P" ? "看跌 Put" : "看涨 Call";
   }
 
+  function sourceText(p) {
+    const lab = (p && p.source_label) || "纯期权";
+    const src = (p && p.source) || "option";
+    let pid = p && p.source_plan_id;
+    if (pid == null && p && p.hedge_plan_target && p.hedge_plan_target.plan_id != null) {
+      pid = p.hedge_plan_target.plan_id;
+    }
+    if (src !== "option" && pid != null && pid !== "") return lab + " #" + pid;
+    return lab;
+  }
+
+  function sourceBadgeHtml(p) {
+    const src = (p && p.source) || "option";
+    const cls =
+      src === "options_options"
+        ? "opt-source-badge opt-source-badge--oo"
+        : src === "perp_options"
+          ? "opt-source-badge opt-source-badge--po"
+          : "opt-source-badge opt-source-badge--plain";
+    return '<span class="' + cls + '" title="持仓来源">' + sourceText(p) + "</span>";
+  }
+
   function pnlCls(upl, hub) {
     if (upl > 0) return hub ? "pnl-pos" : "pos-pnl-profit";
     if (upl < 0) return hub ? "pnl-neg" : "pos-pnl-loss";
@@ -147,10 +169,13 @@
     return (
       '<div class="pos-card-head">' +
       '<div class="pos-card-symbol"><strong>' + (p.inst_id || "") + "</strong>" +
-      '<span class="pos-side-badge ' + sideCls + '">' + optTypeLabel(p.opt_type) + "</span></div>" +
+      '<span class="pos-side-badge ' + sideCls + '">' + optTypeLabel(p.opt_type) + "</span>" +
+      sourceBadgeHtml(p) +
+      "</div>" +
       headActions +
       "</div>" +
       '<div class="pos-meta">' +
+      '<span class="pos-meta-item">持仓来源: ' + sourceText(p) + "</span>" +
       '<span class="pos-meta-item">行权价: ' + fmt(p.strike, 0) + "</span>" +
       '<span class="pos-meta-item">张数: ' + fmt(p.pos, 0) + " · 币量 " + fmt(p.eth_amount, 4) + "</span>" +
       (expAttr

lib/common/static/options_review.js

@@ -67,23 +67,74 @@
     return s;
   }
 
+  function closeReasonLabel(r) {
+    var map = {
+      perp_tp: "永续止盈",
+      perp_sl: "永续止损",
+      oo_expiry_loss: "期期到期亏损",
+      oo_expiry_win: "期期到期盈利",
+      target_win_leg: "期期平盈利腿",
+      target_up_win_leg: "期期上破·平盈利腿",
+      target_down_win_leg: "期期下破·平盈利腿",
+      oo_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",
+      expiry: "到期",
+      manual: "人工结束",
+      partial_fail: "半腿失败",
+      cancelled: "已取消",
+      tp: "止盈",
+      sl: "止损",
+    };
+    var key = String(r || "").trim();
+    if (!key) return "—";
+    return map[key] || key;
+  }
+
+  function legRoleLabel(role) {
+    var map = {
+      perp: "永续腿",
+      option_hedge: "保险期权",
+      option_a: "期期腿A",
+      option_b: "期期腿B",
+    };
+    var key = String(role || "").trim();
+    if (!key) return "—";
+    return map[key] || key;
+  }
+
   function tradeTitle(t) {
     if (!t) return "—";
     if (t.source_type === "option_spot") return t.inst_id || "—";
     return (
       (t.underlying || "") +
       (t.direction ? " " + t.direction : "") +
-      (t.plan_close_reason ? " · " + t.plan_close_reason : "")
+      (t.plan_close_reason ? " · " + closeReasonLabel(t.plan_close_reason) : "")
     );
   }
 
-  function pnlStyle(v) {
+  function pnlClass(v) {
     var n = Number(v);
-    if (n > 0) return "color:#3dd68c";
+    if (n > 0) return "pos-pnl-profit";
-    if (n < 0) return "color:#f07178";
+    if (n < 0) return "pos-pnl-loss";
     return "";
   }
 
+  function resultClass(tag) {
+    var t = String(tag || "").trim();
+    if (t === "盈利") return "pos-pnl-profit";
+    if (t === "亏损") return "pos-pnl-loss";
+    return "";
+  }
+
+  function tradeContractLabel(t) {
+    if (!t) return "—";
+    if (t.source_type === "option_spot") return t.inst_id || t.underlying || "—";
+    return t.underlying || "—";
+  }
+
   function newDraftId() {
     if (global.crypto && typeof global.crypto.randomUUID === "function") {
       return global.crypto.randomUUID().replace(/-/g, "");
@@ -98,12 +149,12 @@
     p.set("source_type", activeSource);
     var uly = ($("or-filter-uly") || {}).value || "";
     var opt = ($("or-filter-opt") || {}).value || "";
-    var strategy = (($("or-filter-strategy") || {}).value || "").trim();
+    var q = (($("or-filter-q") || $("or-filter-strategy") || {}).value || "").trim();
     var from = ($("or-filter-from") || {}).value || "";
     var to = ($("or-filter-to") || {}).value || "";
     if (uly) p.set("underlying", uly);
     if (opt) p.set("opt_type", opt);
-    if (strategy) p.set("strategy_tag", strategy);
+    if (q) p.set("q", q);
     if (from) p.set("closed_from", from.replace("T", " ") + ":00");
     if (to) p.set("closed_to", to.replace("T", " ") + ":00");
     if (($("or-include-hedge-legs") || {}).checked) p.set("include_hedge_legs", "1");
@@ -285,10 +336,10 @@
     if (!tbody) return;
     var wrap = beginListLoad("or-trades-wrap", soft);
     if (!soft) {
-      tbody.innerHTML = '<tr><td colspan="6" class="muted">加载中…</td></tr>';
+      tbody.innerHTML = '<tr><td colspan="7" class="muted">加载中…</td></tr>';
     }
     var p = baseQs();
-    p.set("reviewed", "0");
+    // 交易记录保留已复盘条目,不再只显示待复盘
     p.set("limit", String(PAGE_SIZE));
     p.set("offset", String(tradesPage * PAGE_SIZE));
     if (!doSync) p.set("sync", "0");
@@ -299,7 +350,7 @@
       .then(function (data) {
         if (doSync) setSyncStatus("本地记录已加载");
         if (!data.ok) {
-          tbody.innerHTML = '<tr><td colspan="6" class="muted">加载失败</td></tr>';
+          tbody.innerHTML = '<tr><td colspan="7" class="muted">加载失败</td></tr>';
           endListLoad(wrap);
           return;
         }
@@ -311,7 +362,7 @@
         tradesCache = {};
         if (!rows.length) {
           tbody.innerHTML =
-            '<tr><td colspan="6" class="muted">暂无待复盘记录</td></tr>';
+            '<tr><td colspan="7" class="muted">暂无交易记录</td></tr>';
           endListLoad(wrap);
           return;
         }
@@ -319,6 +370,17 @@
           .map(function (t) {
             tradesCache[t.id] = t;
             var active = currentTradeId === t.id ? " or-row-active" : "";
+            var reviewed = !!t.reviewed;
+            var actionBtn = reviewed
+              ? '<button type="button" class="btn or-review-btn" data-id="' +
+                t.id +
+                '" style="font-size:.72rem;padding:2px 8px">编辑</button>'
+              : '<button type="button" class="btn or-review-btn" data-id="' +
+                t.id +
+                '" style="font-size:.72rem;padding:2px 8px">复盘</button>';
+            var badgeExtra = reviewed
+              ? ' <span class="or-badge" style="background:rgba(61,214,140,.2)">已复盘</span>'
+              : "";
             return (
               '<tr class="or-trade-row' +
               active +
@@ -327,26 +389,29 @@
               '">' +
               "<td><span class=\"or-badge\">" +
               escapeHtml(t.source_label || t.source_type) +
-              "</span></td>" +
+              "</span>" +
+              badgeExtra +
+              "</td>" +
               "<td>" +
               escapeHtml(tradeTitle(t)) +
               "</td>" +
-              '<td style="' +
+              '<td class="' +
-              pnlStyle(t.realized_pnl_total) +
+              pnlClass(t.realized_pnl_total) +
               '">' +
               fmtPnl(t.realized_pnl_total) +
               "</td>" +
-              '<td class="muted" style="font-size:12px">' +
+              '<td class="muted" style="font-size:12px;white-space:nowrap">' +
               escapeHtml(t.opened_at || "—") +
-              "<br>" +
+              "</td>" +
+              '<td class="muted" style="font-size:12px;white-space:nowrap">' +
               escapeHtml(t.closed_at || "—") +
               "</td>" +
               "<td>" +
               fmtHold(t.hold_seconds) +
               "</td>" +
-              '<td><button type="button" class="btn or-review-btn" data-id="' +
+              "<td>" +
-              t.id +
+              actionBtn +
-              '" style="font-size:.72rem;padding:2px 8px">复盘</button> ' +
+              " " +
               '<button type="button" class="btn-secondary or-hide-btn" data-id="' +
               t.id +
               '" style="font-size:.72rem;padding:2px 8px">删除</button></td>' +
@@ -371,7 +436,7 @@
         endListLoad(wrap);
       })
       .catch(function () {
-        tbody.innerHTML = '<tr><td colspan="6" class="muted">加载失败</td></tr>';
+        tbody.innerHTML = '<tr><td colspan="7" class="muted">加载失败</td></tr>';
         endListLoad(wrap);
       });
   }
@@ -384,7 +449,7 @@
     if (!tbody) return;
     var wrap = beginListLoad("or-reviewed-wrap", soft);
     if (!soft) {
-      tbody.innerHTML = '<tr><td colspan="6" class="muted">加载中…</td></tr>';
+      tbody.innerHTML = '<tr><td colspan="11" class="muted">加载中…</td></tr>';
     }
     var p = baseQs();
     p.set("reviewed", "1");
@@ -397,7 +462,7 @@
       })
       .then(function (data) {
         if (!data.ok) {
-          tbody.innerHTML = '<tr><td colspan="6" class="muted">加载失败</td></tr>';
+          tbody.innerHTML = '<tr><td colspan="11" class="muted">加载失败</td></tr>';
           endListLoad(wrap);
           return;
         }
@@ -408,13 +473,16 @@
         var rows = data.trades || [];
         reviewedCache = {};
         if (!rows.length) {
-          tbody.innerHTML = '<tr><td colspan="6" class="muted">暂无复盘记录</td></tr>';
+          tbody.innerHTML = '<tr><td colspan="11" class="muted">暂无复盘记录</td></tr>';
           endListLoad(wrap);
           return;
         }
         tbody.innerHTML = rows
           .map(function (t) {
             reviewedCache[t.id] = t;
+            var entry = t.entry || {};
+            var direction = t.direction_view || entry.direction_view || "";
+            var entryLogic = t.entry_logic || entry.entry_logic || "";
             return (
               '<tr class="or-reviewed-row" data-id="' +
               t.id +
@@ -423,20 +491,37 @@
               escapeHtml(t.source_label || t.source_type) +
               "</span></td>" +
               "<td>" +
-              escapeHtml(tradeTitle(t)) +
+              escapeHtml(tradeContractLabel(t)) +
               "</td>" +
-              '<td style="' +
+              "<td>" +
-              pnlStyle(t.realized_pnl_total) +
+              escapeHtml(direction || "—") +
+              "</td>" +
+              '<td class="' +
+              pnlClass(t.realized_pnl_total) +
               '">' +
               fmtPnl(t.realized_pnl_total) +
               "</td>" +
+              '<td class="muted" style="font-size:12px;white-space:nowrap">' +
+              escapeHtml(t.opened_at || "—") +
+              "</td>" +
+              '<td class="muted" style="font-size:12px;white-space:nowrap">' +
+              escapeHtml(t.closed_at || "—") +
+              "</td>" +
+              "<td>" +
+              escapeHtml(fmtHold(t.hold_seconds)) +
+              "</td>" +
               "<td>" +
               escapeHtml(t.strategy_tag || "—") +
               "</td>" +
               "<td>" +
+              escapeHtml(entryLogic || "—") +
+              "</td>" +
+              '<td class="' +
+              resultClass(t.result_tag) +
+              '">' +
               escapeHtml(t.result_tag || "—") +
               "</td>" +
-              '<td class="muted" style="font-size:12px">' +
+              '<td class="muted" style="font-size:12px;white-space:nowrap">' +
               escapeHtml(t.reviewed_at || "—") +
               "</td>" +
               "</tr>"
@@ -451,25 +536,51 @@
         endListLoad(wrap);
       })
       .catch(function () {
-        tbody.innerHTML = '<tr><td colspan="6" class="muted">加载失败</td></tr>';
+        tbody.innerHTML = '<tr><td colspan="11" class="muted">加载失败</td></tr>';
         endListLoad(wrap);
       });
   }
 
+  function hideLightbox() {
+    var box = $("or-img-lightbox");
+    if (box) box.hidden = true;
+    var img = $("or-img-lightbox-img");
+    if (img) img.src = "";
+  }
+
+  function showLightbox(src) {
+    var url = String(src || "").trim();
+    if (!url) return;
+    var box = $("or-img-lightbox");
+    var img = $("or-img-lightbox-img");
+    if (box && img) {
+      img.src = url;
+      box.hidden = false;
+      return;
+    }
+    if (typeof global.showImage === "function") {
+      global.showImage(url);
+    } else if (typeof window.showImage === "function") {
+      window.showImage(url);
+    } else {
+      global.open(url, "_blank");
+    }
+  }
+
   function hideDetail() {
-    var panel = $("or-detail-panel");
+    hideLightbox();
-    if (panel) panel.classList.add("hidden");
+    var backdrop = $("or-detail-backdrop");
+    if (backdrop) backdrop.hidden = true;
   }
 
   function openDetail(tradeId) {
-    var panel = $("or-detail-panel");
+    var backdrop = $("or-detail-backdrop");
-    if (!panel) return;
+    if (!backdrop) return;
-    panel.classList.remove("hidden");
+    backdrop.hidden = false;
     ($("or-detail-title") || {}).textContent = "加载中…";
     ($("or-detail-meta") || {}).innerHTML = "";
     ($("or-detail-text") || {}).innerHTML = "";
     ($("or-detail-images") || {}).innerHTML = "";
-    panel.scrollIntoView({ behavior: "smooth", block: "nearest" });
 
     fetch("/api/options/review/trades/" + tradeId, { credentials: "same-origin" })
       .then(function (r) {
@@ -487,6 +598,91 @@
       });
   }
 
+  function optionsJournalImgSrc(file) {
+    var name = String(file || "").trim().replace(/\\/g, "/");
+    var slash = name.lastIndexOf("/");
+    if (slash >= 0) name = name.slice(slash + 1);
+    if (!name) return "";
+    // options_journal_* 在子目录;误走合约上传的 journal_* 在 static/images 根目录
+    var base =
+      name.toLowerCase().indexOf("options_journal_") === 0
+        ? "/static/images/options_journal/"
+        : "/static/images/";
+    return base + encodeURIComponent(name);
+  }
+
+  function renderDetailImages(images) {
+    var imagesHost = $("or-detail-images");
+    if (!imagesHost) return;
+    var byTf = {};
+    (images || []).forEach(function (img) {
+      var tf = String((img && img.tf) || "").trim();
+      var file = String((img && img.file) || "").trim();
+      if (!file) return;
+      var key = tf || "_";
+      byTf[key] = file;
+    });
+    var order = ["5m", "15m", "1h", "4h"];
+    var keys = order.slice();
+    Object.keys(byTf).forEach(function (k) {
+      if (keys.indexOf(k) < 0) keys.push(k);
+    });
+    var cells = keys
+      .map(function (tf) {
+        var file = byTf[tf];
+        if (!file) {
+          if (order.indexOf(tf) < 0) return "";
+          return (
+            '<div class="or-detail-img-cell">' +
+            '<span class="or-detail-img-label">' +
+            escapeHtml(tf) +
+            "</span>" +
+            '<div class="or-detail-img-miss">未上传</div>' +
+            "</div>"
+          );
+        }
+        var src = optionsJournalImgSrc(file);
+        var label = escapeHtml(tf === "_" ? "截图" : tf);
+        return (
+          '<div class="or-detail-img-cell">' +
+          '<span class="or-detail-img-label">' +
+          label +
+          "</span>" +
+          '<img class="or-detail-img-thumb" src="' +
+          src +
+          '" alt="' +
+          label +
+          '" data-src="' +
+          src +
+          '" loading="lazy">' +
+          "</div>"
+        );
+      })
+      .filter(Boolean);
+    if (!cells.length) {
+      imagesHost.innerHTML = '<div class="muted">无截图</div>';
+      return;
+    }
+    imagesHost.innerHTML = cells.join("");
+    imagesHost.querySelectorAll("img").forEach(function (img) {
+      img.addEventListener("error", function () {
+        var cell = img.closest(".or-detail-img-cell");
+        if (!cell) return;
+        var label = cell.querySelector(".or-detail-img-label");
+        var tf = label ? label.textContent : "截图";
+        cell.innerHTML =
+          '<span class="or-detail-img-label">' +
+          escapeHtml(tf) +
+          "</span>" +
+          '<div class="or-detail-img-miss">文件缺失或无法加载</div>';
+      });
+      img.addEventListener("click", function () {
+        var src = img.getAttribute("data-src") || img.src;
+        showLightbox(src);
+      });
+    });
+  }
+
   function renderDetail(t) {
     var e = t.entry || {};
     reviewedCache[t.id] = t;
@@ -502,8 +698,8 @@
         ["合约/计划", tradeTitle(t)],
         ["盈亏", fmtPnl(t.realized_pnl_total)],
         ["持有", fmtHold(t.hold_seconds)],
-        ["开仓", t.opened_at || "—"],
+        ["开仓时间", t.opened_at || "—"],
-        ["平仓", t.closed_at || "—"],
+        ["平仓时间", t.closed_at || "—"],
         ["策略", e.strategy_tag || "—"],
         ["方向", e.direction_view || "—"],
         ["结果", e.result_tag || "—"],
@@ -517,10 +713,20 @@
       }
       meta.innerHTML = cells
         .map(function (pair) {
+          var cls = "";
+          if (pair[0] === "盈亏" || pair[0] === "永续盈亏" || pair[0] === "期权盈亏") {
+            cls = pnlClass(t.realized_pnl_total);
+            if (pair[0] === "永续盈亏") cls = pnlClass(t.realized_pnl_perp);
+            if (pair[0] === "期权盈亏") cls = pnlClass(t.realized_pnl_options);
+          } else if (pair[0] === "结果") {
+            cls = resultClass(e.result_tag);
+          }
           return (
             "<div><div class=\"muted\" style=\"font-size:11px\">" +
             escapeHtml(pair[0]) +
-            "</div><div>" +
+            '</div><div class="' +
+            cls +
+            '">' +
             escapeHtml(pair[1]) +
             "</div></div>"
           );
@@ -540,13 +746,15 @@
               .map(function (leg) {
                 return (
                   "<tr><td>" +
-                  escapeHtml(leg.leg_role || "") +
+                  escapeHtml(legRoleLabel(leg.leg_role)) +
                   "</td><td>" +
                   escapeHtml(leg.inst_id || leg.symbol || "") +
-                  "</td><td>" +
+                  "</td><td class=\"" +
+                  pnlClass(leg.realized_pnl) +
+                  "\">" +
                   fmtPnl(leg.realized_pnl) +
                   "</td><td>" +
-                  escapeHtml(leg.close_reason || "") +
+                  escapeHtml(closeReasonLabel(leg.close_reason)) +
                   "</td></tr>"
                 );
               })
@@ -559,64 +767,25 @@
 
     var imagesHost = $("or-detail-images");
     if (imagesHost) {
-      var images = e.images || [];
+      renderDetailImages(e.images || []);
-      if (!images.length) {
-        imagesHost.innerHTML = '<div class="muted">无截图</div>';
-      } else {
-        imagesHost.innerHTML = images
-          .map(function (img) {
-            var file = String(img.file || "").trim();
-            if (!file) return "";
-            var src = "/static/images/options_journal/" + encodeURIComponent(file).replace(/%2F/g, "/");
-            var label = escapeHtml(img.tf || "截图");
-            return (
-              '<div class="or-detail-img-cell">' +
-              '<span class="or-detail-img-label">' +
-              label +
-              "</span>" +
-              '<img class="or-detail-img-thumb" src="' +
-              src +
-              '" alt="' +
-              label +
-              '" data-src="' +
-              src +
-              '">' +
-              "</div>"
-            );
-          })
-          .join("");
-        imagesHost.querySelectorAll("img").forEach(function (img) {
-          img.addEventListener("click", function () {
-            if (typeof global.showImage === "function") {
-              global.showImage(img.getAttribute("data-src"));
-            } else {
-              global.open(img.getAttribute("data-src"), "_blank");
-            }
-          });
-        });
-      }
     }
   }
 
   function renderGroup(title, items) {
-    if (!items || !items.length) {
+    if (!items || !items.length) return "";
-      return (
-        '<div class="or-stat-card"><div class="muted">' +
-        title +
-        '</div><div class="muted">无数据</div></div>'
-      );
-    }
     var lines = items
       .slice(0, 8)
       .map(function (g) {
+        var keyLabel =
+          title === "对冲结束原因" ? closeReasonLabel(g.key) : String(g.key || "");
         return (
-          '<div style="display:flex;justify-content:space-between;gap:8px;font-size:13px">' +
+          '<div class="or-stat-row">' +
-          "<span>" +
+          '<span class="or-stat-key">' +
-          escapeHtml(g.key) +
+          escapeHtml(keyLabel) +
           " · " +
           g.count +
           "笔</span>" +
-          "<span>" +
+          '<span class="or-stat-val">' +
           fmtPnl(g.pnl_sum) +
           " / 胜" +
           (g.win_rate || 0) +
@@ -626,7 +795,7 @@
       })
       .join("");
     return (
-      '<div class="or-stat-card"><div style="font-weight:600;margin-bottom:6px">' +
+      '<div class="or-stat-card"><div class="or-stat-card-title">' +
       title +
       "</div>" +
       lines +
@@ -654,23 +823,31 @@
           ["平均持有", fmtHold(k.avg_hold_sec)],
         ]
           .map(function (pair) {
+            var cls = "";
+            if (pair[0] === "累计盈亏") cls = pnlClass(k.pnl_sum);
+            if (pair[0] === "平均盈亏") cls = pnlClass(k.avg_pnl);
             return (
-              '<div><div class="muted" style="font-size:12px">' +
+              '<div class="or-kpi-tile"><div class="or-kpi-label">' +
               pair[0] +
-              '</div><div style="font-weight:600">' +
+              '</div><div class="or-kpi-value' +
+              (cls ? " " + cls : "") +
+              '">' +
               pair[1] +
               "</div></div>"
             );
           })
           .join("");
-        groups.innerHTML = [
+        var html = [
           renderGroup("按类型", data.by_source_type),
           renderGroup("按标的", data.by_underlying),
           renderGroup("按策略", data.by_strategy),
           renderGroup("对冲结束原因", data.by_close_reason),
           renderGroup("持有周期", data.by_hold_bucket),
           renderGroup("Call/Put", data.by_opt_type),
-        ].join("");
+        ]
+          .filter(Boolean)
+          .join("");
+        groups.innerHTML = html || '<div class="muted" style="font-size:.76rem">暂无分组数据</div>';
       })
       .catch(function () {});
   }
@@ -849,12 +1026,13 @@
     ($("or-f-inst") || {}).value =
       t.source_type === "option_spot"
         ? t.inst_id || ""
-        : (t.source_label || "") + (t.plan_close_reason ? " · " + t.plan_close_reason : "");
+        : (t.source_label || "") +
+          (t.plan_close_reason ? " · " + closeReasonLabel(t.plan_close_reason) : "");
     ($("or-f-pnl") || {}).value = fmtPnl(t.realized_pnl_total);
     ($("or-f-hold") || {}).value = fmtHold(t.hold_seconds);
     setSelectValue($("or-f-strategy"), e.strategy_tag || "");
     setSelectValue($("or-f-direction"), e.direction_view || autoDirection(t));
-    ($("or-f-exit") || {}).value = e.exit_reason || t.plan_close_reason || "";
+    ($("or-f-exit") || {}).value = e.exit_reason || closeReasonLabel(t.plan_close_reason) || "";
     ($("or-f-followed") || {}).value = e.followed_plan || "";
     setSelectValue($("or-f-result"), e.result_tag || autoResultTag(t.realized_pnl_total));
     setSelectValue($("or-f-entry"), e.entry_logic || "");
@@ -883,7 +1061,21 @@
       );
       if (hidden && img.file) {
         hidden.value = img.file;
-        if (status) status.textContent = "已有 " + img.file;
+        if (status) {
+          var src = optionsJournalImgSrc(img.file);
+          status.innerHTML =
+            '已有 <a href="' +
+            src +
+            '" target="_blank" rel="noopener">' +
+            escapeHtml(img.file) +
+            '</a><br><img class="or-slot-thumb" src="' +
+            src +
+            '" alt="' +
+            escapeHtml(img.tf || "") +
+            '" loading="lazy">';
+          status.className =
+            "journal-upload-status or-upload-status journal-upload-status--ok";
+        }
       }
     });
 
@@ -896,13 +1088,13 @@
             .map(function (leg) {
               return (
                 "<tr><td>" +
-                escapeHtml(leg.leg_role || "") +
+                escapeHtml(legRoleLabel(leg.leg_role)) +
                 "</td><td>" +
                 escapeHtml(leg.inst_id || leg.symbol || "") +
                 "</td><td>" +
                 fmtPnl(leg.realized_pnl) +
                 "</td><td>" +
-                escapeHtml(leg.close_reason || "") +
+                escapeHtml(closeReasonLabel(leg.close_reason)) +
                 "</td></tr>"
               );
             })
@@ -1068,9 +1260,34 @@
     if (detailEdit) {
       detailEdit.addEventListener("click", function () {
         var id = Number(detailEdit.getAttribute("data-id") || 0);
-        if (id) openJournalForm(id);
+        if (id) {
+          hideDetail();
+          openJournalForm(id);
+        }
       });
     }
+    var detailBackdrop = $("or-detail-backdrop");
+    if (detailBackdrop) {
+      detailBackdrop.addEventListener("click", function (ev) {
+        if (ev.target === detailBackdrop) hideDetail();
+      });
+    }
+    var lightbox = $("or-img-lightbox");
+    if (lightbox) {
+      lightbox.addEventListener("click", function () {
+        hideLightbox();
+      });
+    }
+    document.addEventListener("keydown", function (ev) {
+      if (ev.key !== "Escape") return;
+      var lb = $("or-img-lightbox");
+      if (lb && !lb.hidden) {
+        hideLightbox();
+        return;
+      }
+      var bd = $("or-detail-backdrop");
+      if (bd && !bd.hidden) hideDetail();
+    });
     ["or-filter-uly", "or-filter-opt", "or-include-hedge-legs"].forEach(function (id) {
       var el = $(id);
       if (el) {
@@ -1081,7 +1298,7 @@
         });
       }
     });
-    ["or-filter-strategy", "or-filter-from", "or-filter-to"].forEach(function (id) {
+    ["or-filter-q", "or-filter-strategy", "or-filter-from", "or-filter-to"].forEach(function (id) {
       var el = $(id);
       if (el) {
         el.addEventListener("change", function () {
@@ -1094,9 +1311,28 @@
     bindUploadSlots();
     hideJournalForm();
     hideDetail();
+    hardenSearchAutofill();
     setActiveTab("option_spot");
   }
 
+  function hardenSearchAutofill() {
+    var qEl = $("or-filter-q");
+    if (!qEl) return;
+    function wipe() {
+      qEl.value = "";
+    }
+    wipe();
+    qEl.addEventListener("focus", function () {
+      qEl.removeAttribute("readonly");
+    });
+    qEl.addEventListener("blur", function () {
+      if (!qEl.value) qEl.setAttribute("readonly", "readonly");
+    });
+    // 密码管理器常延后写入用户名,加载后再清两次
+    setTimeout(wipe, 200);
+    setTimeout(wipe, 800);
+  }
+
   global.OptionsReview = {
     init: init,
     openJournalForm: openJournalForm,

lib/common/static/options_settings.js

@@ -342,4 +342,47 @@
       }
     });
   }
+
+  function hardenAmountAutofill(ids) {
+    ids.forEach(function (id) {
+      const el = document.getElementById(id);
+      if (!el) return;
+      function wipe() {
+        const v = String(el.value || "").trim();
+        if (/^[a-z][a-z0-9._-]{1,31}$/i.test(v)) el.value = "";
+      }
+      wipe();
+      el.setAttribute("readonly", "readonly");
+      el.addEventListener("focus", function () {
+        el.removeAttribute("readonly");
+      });
+      el.addEventListener("blur", function () {
+        if (!el.value) el.setAttribute("readonly", "readonly");
+      });
+      setTimeout(wipe, 200);
+      setTimeout(wipe, 800);
+      setTimeout(wipe, 2000);
+    });
+  }
+
+  // 全部划转/兑换前去掉 readonly,避免写不进数量
+  ["opt-set-swap-all-btn", "opt-set-int-all-btn", "opt-set-cross-all-btn"].forEach(function (btnId) {
+    const btn = document.getElementById(btnId);
+    if (!btn) return;
+    btn.addEventListener(
+      "click",
+      function () {
+        const map = {
+          "opt-set-swap-all-btn": "opt-set-swap-amount",
+          "opt-set-int-all-btn": "opt-set-int-amount",
+          "opt-set-cross-all-btn": "opt-set-cross-amount",
+        };
+        const input = document.getElementById(map[btnId]);
+        if (input) input.removeAttribute("readonly");
+      },
+      true
+    );
+  });
+
+  hardenAmountAutofill(["opt-set-swap-amount", "opt-set-int-amount", "opt-set-cross-amount"]);
 })();

lib/env/env_schema.py

@@ -58,6 +58,7 @@ HOT_RELOAD_EXACT = frozenset({
     "RISK_COOLING_HOURS_MANUAL",
     "RISK_COOLING_HOURS_MANUAL_JOURNAL",
     "RISK_MANUAL_CLOSE_DAILY_LIMIT",
+    "RISK_DAILY_LOSS_LIMIT",
     "RISK_MOOD_ISSUES_DAILY_FREEZE",
     "KEY_AUTO_ORDER_ENABLED",
     "TRADE_DIRECTION_RESTRICT_ENABLED",
@@ -83,11 +84,20 @@ HOT_RELOAD_EXACT = frozenset({
     "APP_AUTH_DISABLED",
     "WECHAT_WEBHOOK",
     "HEDGE_PLAN_ENABLED",
+    "HEDGE_PLAN_SHOW_PERP_OPTIONS",
+    "HEDGE_PLAN_SHOW_OPTIONS_OPTIONS",
+    "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED",
     "HEDGE_PLAN_LIVE_ORDER",
     "HEDGE_PLAN_OPEN_ORDER",
     "HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS",
     "HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS",
     "HEDGE_PLAN_OO_CLOSE_WINNER_ONLY",
+    "HEDGE_PLAN_OO_CLOSE_MODE_ENABLED",
+    "HEDGE_PLAN_OO_BIAS_SPLIT_BY",
+    "HEDGE_PLAN_OO_BIAS_RATIO",
+    "HEDGE_PLAN_BUDGET_BUFFER",
+    "HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE",
+    "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL",
     "MAX_ACTIVE_HEDGE_PLANS",
     "HEDGE_PLAN_MONITOR_POLL_SECONDS",
     "HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION",
@@ -116,6 +126,10 @@ SELECT_OPTIONS: dict[str, tuple[tuple[str, str], ...]] = {
         ("long_only", "仅做多"),
         ("short_only", "仅做空"),
     ),
+    "HEDGE_PLAN_OO_BIAS_SPLIT_BY": (
+        ("budget", "预算金额"),
+        ("sheets", "张数"),
+    ),
 }
 
 _SELECT_ALIASES: dict[str, dict[str, str]] = {

lib/env/env_ui_manifest.py

@@ -67,7 +67,11 @@ _SHARED_SECTIONS: list[dict[str, Any]] = [
             ("TRADE_SYMBOL_RESTRICT_ENABLED", "币种白名单开关", ""),
             ("TRADE_SYMBOL_WHITELIST", "白名单币种", "逗号分隔,如 BTC,ETH"),
             ("TRADING_DAY_RESET_HOUR", "交易日切点(北京时间)", "整点,默认 8"),
-            ("TRADING_DAY_RESET_OPEN_GUARD_ENABLED", "切点前禁止新开仓", ""),
+            (
+                "TRADING_DAY_RESET_OPEN_GUARD_ENABLED",
+                "切点前禁止新开仓",
+                "默认 true;开启则北京时间切点前禁止斐波登记与人工开仓;说明见风控说明·交易执行",
+            ),
             ("MAX_ACTIVE_POSITIONS", "最大同时持仓", ""),
             ("MANUAL_MIN_PLANNED_RR", "人工最低盈亏比", "如 1.4"),
             ("KEY_AUTO_ORDER_ENABLED", "关键位自动单", "关闭后箱体/收敛/斐波等不自动开仓;支撑阻力提醒仍可用"),
@@ -90,6 +94,7 @@ _SHARED_SECTIONS: list[dict[str, Any]] = [
             ("RISK_COOLING_HOURS_MANUAL", "手动平仓冷静(小时)", ""),
             ("RISK_COOLING_HOURS_MANUAL_JOURNAL", "复盘情绪冷静(小时)", ""),
             ("RISK_MANUAL_CLOSE_DAILY_LIMIT", "日手动平仓次数上限", ""),
+            ("RISK_DAILY_LOSS_LIMIT", "日亏损次数上限", "默认2;达限当日冻结开仓;0=不因亏损次数冻结"),
             ("RISK_MOOD_ISSUES_DAILY_FREEZE", "情绪标签日冻结", ""),
         ],
     },
@@ -126,6 +131,11 @@ _OPTIONS_SECTION: dict[str, Any] = {
         ("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_DEFAULT_UNDERLY", "默认标的", "如 ETH"),
+        (
+            "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED",
+            "链上仅显示有卖一",
+            "默认 true;开启后隐藏无卖一深度或深度不足1张的合约(含标记价估算行)",
+        ),
     ],
 }
 
@@ -134,14 +144,50 @@ _HEDGE_PLAN_SECTION: dict[str, Any] = {
     "exchanges": frozenset({"okx"}),
     "fields": [
         ("HEDGE_PLAN_ENABLED", "启用对冲计划", "关闭则隐藏导航且不可开仓"),
+        ("HEDGE_PLAN_SHOW_PERP_OPTIONS", "显示永期对冲", "默认 true;关闭后隐藏永期 Tab,不可测算/开仓"),
+        ("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", "显示期期对冲", "默认 true;关闭后隐藏期期 Tab,不可测算/开仓"),
         ("HEDGE_PLAN_LIVE_ORDER", "允许对冲真实下单", "再与实盘 LIVE_TRADING_ENABLED 同开才可启动永期"),
         ("HEDGE_PLAN_OPEN_ORDER", "永期开仓顺序", "options_first 或 perp_first"),
         ("HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS", "永期止损后强制平期权", "保护机制,建议保持 true"),
         ("HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS", "永期止盈后强制平期权", "默认 false,保险腿不平"),
         ("HEDGE_PLAN_OO_CLOSE_WINNER_ONLY", "期期只平盈利腿", "达目标价只平盈利方"),
+        (
+            "HEDGE_PLAN_OO_CLOSE_MODE_ENABLED",
+            "期期平仓模式(方案C)",
+            "默认 true;开启后页面可选「到期平/全平」(盈利腿平后另一腿);关闭则固定到期平",
+        ),
+        (
+            "HEDGE_PLAN_OO_BIAS_SPLIT_BY",
+            "期期做多做空拆分口径",
+            "默认预算金额;budget=按权利金预算按比例分两腿;sheets=先算同张数总张数(2n)再按比例拆",
+        ),
+        (
+            "HEDGE_PLAN_OO_BIAS_RATIO",
+            "期期做多做空主腿占比",
+            "默认 0.7(即 7:3);做多主腿=Call,做空主腿=Put;须在 0~1 之间",
+        ),
+        (
+            "HEDGE_PLAN_BUDGET_BUFFER",
+            "对冲预算缓冲比例",
+            "默认 0.95;仅对冲计划(期期可用预算=交易户×本比例);与期权页 OKX_OPTIONS_BUDGET_BUFFER 独立",
+        ),
+        (
+            "HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE",
+            "对冲与期权互斥门控",
+            "默认 true;开启时:有对冲计划则不可单独开期权,有单独期权则不可启动对冲;关闭后两边可同时开",
+        ),
+        (
+            "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL",
+            "半腿失败改手动补开",
+            "默认 true;开启时半腿失败不自动平,计划挂 partial,页面可补开永续/腿B;并强制关闭下方自动平",
+        ),
         ("MAX_ACTIVE_HEDGE_PLANS", "最大同时活跃计划数", "建议 1"),
         ("HEDGE_PLAN_MONITOR_POLL_SECONDS", "对冲监控轮询(秒)", "默认 15"),
-        ("HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION", "半腿失败时自动平期权", ""),
+        (
+            "HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION",
+            "半腿失败时自动平期权",
+            "默认 true;若上方「半腿失败改手动补开」开启则本项强制无效(不会自动平)",
+        ),
     ],
 }
 
@@ -152,7 +198,17 @@ _RUNTIME_ENV_DEFAULTS: dict[str, str] = {
     "RISK_COOLING_HOURS_MANUAL": "4",
     "RISK_COOLING_HOURS_MANUAL_JOURNAL": "1",
     "RISK_MANUAL_CLOSE_DAILY_LIMIT": "2",
+    "RISK_DAILY_LOSS_LIMIT": "2",
     "RISK_MOOD_ISSUES_DAILY_FREEZE": "true",
+    "HEDGE_PLAN_SHOW_PERP_OPTIONS": "true",
+    "HEDGE_PLAN_SHOW_OPTIONS_OPTIONS": "true",
+    "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED": "true",
+    "HEDGE_PLAN_OO_CLOSE_MODE_ENABLED": "true",
+    "HEDGE_PLAN_OO_BIAS_SPLIT_BY": "budget",
+    "HEDGE_PLAN_OO_BIAS_RATIO": "0.7",
+    "HEDGE_PLAN_BUDGET_BUFFER": "0.95",
+    "HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE": "true",
+    "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL": "true",
 }
 
 
@@ -167,6 +223,10 @@ def _effective_env_value(key: str, file_values: dict[str, str], schema_default:
     return _RUNTIME_ENV_DEFAULTS.get(key, "")
 
 
+def _env_truthy(raw: str) -> bool:
+    return str(raw or "").strip().lower() in ("1", "true", "yes", "on")
+
+
 def _schema_field_map(example_path: str) -> dict[str, dict[str, Any]]:
     out: dict[str, dict[str, Any]] = {}
     for group in parse_env_example_schema(example_path):
@@ -185,6 +245,13 @@ def _build_field(
     meta = schema.get(key) or {}
     schema_default = meta.get("default") or ""
     val = _effective_env_value(key, values, schema_default)
+    # 与运行时一致:手动补开开启时,「自动平期权」展示为关闭(实际也不会执行)
+    if key == "HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION":
+        manual = _effective_env_value(
+            "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL", values, "true"
+        )
+        if _env_truthy(manual):
+            val = "false"
     masked = _mask_value(key, val)
     ftype = meta.get("type") or _field_type(key, val or schema_default)
     options = select_options_for(key)
@@ -296,3 +363,26 @@ def validate_env_ui_updates(
                 )
         groups.append({"title": sec["title"], "fields": fields})
     return validate_env_updates(groups, updates)
+
+
+def coerce_hedge_partial_close_with_manual(
+    clean: dict[str, str],
+    *,
+    env_path: str = "",
+) -> dict[str, str]:
+    """手动补开为开启时,强制把自动平写成 false(与运行时一致)."""
+    out = dict(clean or {})
+    manual = out.get("HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL")
+    if manual is None and env_path:
+        try:
+            from lib.env.env_file_lib import env_get_all, read_env_lines
+
+            file_vals = env_get_all(read_env_lines(env_path))
+            manual = _effective_env_value(
+                "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL", file_vals, "true"
+            )
+        except Exception:
+            manual = "true"
+    if _env_truthy(str(manual or "")):
+        out["HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION"] = "false"
+    return out

lib/exchange/okx_options_lib.py

@@ -962,6 +962,119 @@ def cancel_option_order(ex: ccxt.okx, *, inst_id: str, ord_id: str) -> dict[str,
         return {"ok": False, "msg": _okx_trade_error_message(e)}
 
 
+def fetch_option_order(ex: ccxt.okx, *, inst_id: str, ord_id: str) -> dict[str, Any]:
+    """查询单笔期权订单状态."""
+    inst_id = (inst_id or "").strip()
+    ord_id = (ord_id or "").strip()
+    if not inst_id or not ord_id:
+        return {"ok": False, "msg": "缺少 inst_id 或 ord_id"}
+    try:
+        resp = ex.private_get_trade_order({"instId": inst_id, "ordId": ord_id})
+        data = (resp or {}).get("data") or []
+        if not data or not isinstance(data[0], dict):
+            return {"ok": False, "msg": "订单不存在或暂不可查", "raw": resp}
+        o = data[0]
+        sz = _safe_float(o.get("sz"))
+        acc = _safe_float(o.get("accFillSz"))
+        if acc is None:
+            acc = _safe_float(o.get("fillSz")) or 0.0
+        avg = _safe_float(o.get("avgPx"))
+        fill_px = _safe_float(o.get("fillPx"))
+        if avg is None or avg <= 0:
+            avg = fill_px
+        state = str(o.get("state") or "").strip().lower()
+        return {
+            "ok": True,
+            "ord_id": str(o.get("ordId") or ord_id),
+            "inst_id": str(o.get("instId") or inst_id),
+            "state": state,
+            "sz": int(sz) if sz is not None else None,
+            "acc_fill_sz": float(acc or 0),
+            "avg_px": avg,
+            "side": str(o.get("side") or "").lower(),
+            "ord_type": str(o.get("ordType") or ""),
+            "raw": o,
+        }
+    except Exception as e:
+        return {"ok": False, "msg": _okx_trade_error_message(e)}
+
+
+def wait_option_order_full_fill(
+    ex: ccxt.okx,
+    *,
+    inst_id: str,
+    ord_id: str,
+    need_sheets: int,
+    timeout_sec: float = 12.0,
+    poll_sec: float = 0.35,
+    cancel_on_timeout: bool = True,
+) -> dict[str, Any]:
+    """轮询至完全成交;超时则撤单.未完全成交返回 ok=False."""
+    need = max(1, int(need_sheets))
+    deadline = time.time() + max(0.5, float(timeout_sec))
+    last: dict[str, Any] = {}
+    while time.time() < deadline:
+        last = fetch_option_order(ex, inst_id=inst_id, ord_id=ord_id)
+        if not last.get("ok"):
+            time.sleep(max(0.15, float(poll_sec)))
+            continue
+        acc = float(last.get("acc_fill_sz") or 0)
+        state = str(last.get("state") or "")
+        if acc + 1e-9 >= need or state == "filled":
+            if acc + 1e-9 < need:
+                return {
+                    "ok": False,
+                    "msg": f"订单已结束但成交不足 {need} 张(已成 {acc:g})",
+                    "filled_sheets": acc,
+                    "order": last,
+                }
+            return {
+                "ok": True,
+                "filled_sheets": int(round(acc)),
+                "avg_px": last.get("avg_px"),
+                "state": state,
+                "order": last,
+            }
+        if state in ("canceled", "cancelled", "mmp_canceled"):
+            if acc + 1e-9 >= need:
+                return {
+                    "ok": True,
+                    "filled_sheets": int(round(acc)),
+                    "avg_px": last.get("avg_px"),
+                    "state": state,
+                    "order": last,
+                }
+            return {
+                "ok": False,
+                "msg": f"订单已撤销且未完全成交(已成 {acc:g}/{need})",
+                "filled_sheets": acc,
+                "order": last,
+            }
+        time.sleep(max(0.15, float(poll_sec)))
+
+    if cancel_on_timeout:
+        cancel_option_order(ex, inst_id=inst_id, ord_id=ord_id)
+        time.sleep(0.25)
+        last = fetch_option_order(ex, inst_id=inst_id, ord_id=ord_id)
+    acc = float((last or {}).get("acc_fill_sz") or 0) if (last or {}).get("ok") else 0.0
+    if acc + 1e-9 >= need:
+        return {
+            "ok": True,
+            "filled_sheets": int(round(acc)),
+            "avg_px": (last or {}).get("avg_px"),
+            "state": (last or {}).get("state"),
+            "order": last,
+            "timed_out": True,
+        }
+    return {
+        "ok": False,
+        "msg": f"等待成交超时({float(timeout_sec):g}s),已撤未成交部分;已成 {acc:g}/{need}",
+        "filled_sheets": acc,
+        "order": last,
+        "timed_out": True,
+    }
+
+
 def place_option_limit_order(
     ex: ccxt.okx,
     *,
@@ -973,12 +1086,16 @@ def place_option_limit_order(
     tick_sz: Any = None,
     reduce_only: bool = False,
     pos_side: str | None = None,
+    ord_type: str = "limit",
 ) -> dict[str, Any]:
     side_l = (side or "").lower()
     if side_l not in ("buy", "sell"):
         return {"ok": False, "msg": "side 必须为 buy 或 sell"}
     if sheets < 1:
         return {"ok": False, "msg": "张数至少为 1"}
+    ot = (ord_type or "limit").strip().lower()
+    if ot not in ("limit", "ioc", "fok", "post_only"):
+        return {"ok": False, "msg": f"不支持的 ordType: {ord_type}"}
     px = round_option_px(float(price), tick_sz, side_l)
     if px <= 0:
         return {"ok": False, "msg": "价格无效"}
@@ -986,7 +1103,7 @@ def place_option_limit_order(
         "instId": inst_id,
         "tdMode": td_mode,
         "side": side_l,
-        "ordType": "limit",
+        "ordType": ot,
         "px": format_option_px(px, tick_sz),
         "sz": str(int(sheets)),
     }
@@ -998,7 +1115,7 @@ def place_option_limit_order(
         resp = ex.private_post_trade_order(body)
         data = (resp or {}).get("data") or []
         if data and str(data[0].get("sCode")) == "0":
-            return {"ok": True, "data": data[0], "raw": resp, "px": px}
+            return {"ok": True, "data": data[0], "raw": resp, "px": px, "ord_type": ot}
         return {"ok": False, "msg": _okx_trade_error_message(resp=resp), "raw": resp, "px": px}
     except Exception as e:
         return {"ok": False, "msg": _okx_trade_error_message(e), "px": px}

lib/hedge_plan/hedge_options_exclusive_lib.py

@@ -0,0 +1,86 @@
+"""对冲计划与单独期权开仓互斥门控.
+
+默认开启:有进行中对冲计划时禁止单独开期权;有纯期权持仓时禁止启动对冲计划.
+关闭 HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE 后两边可同时开.
+"""
+from __future__ import annotations
+
+import os
+from typing import Any, Callable, Optional
+
+
+def _env_bool(key: str, default: bool = False) -> bool:
+    v = (os.getenv(key) or "").strip().lower()
+    if not v:
+        return default
+    return v in ("1", "true", "yes", "on")
+
+
+def mutual_exclusive_enabled() -> bool:
+    return _env_bool("HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE", True)
+
+
+def block_standalone_option_open_msg(conn: Any) -> Optional[str]:
+    """若应拦截单独开期权,返回中文原因;否则 None."""
+    if not mutual_exclusive_enabled():
+        return None
+    try:
+        from lib.hedge_plan.hedge_plan_db import count_active_plans, init_hedge_plan_tables
+
+        init_hedge_plan_tables(conn)
+        if count_active_plans(conn) > 0:
+            return "存在进行中对冲计划,禁止单独开期权(可在 env「对冲与期权互斥门控」关闭)"
+    except Exception:
+        return None
+    return None
+
+
+def _pos_nonzero(raw: dict[str, Any]) -> bool:
+    try:
+        return abs(float(raw.get("pos") or 0)) > 1e-12
+    except (TypeError, ValueError):
+        return False
+
+
+def has_standalone_option_position(conn: Any, raw_positions: list[dict[str, Any]] | None) -> bool:
+    """交易所期权持仓中,是否存在未挂在进行中对冲计划腿上的仓位."""
+    if not raw_positions:
+        return False
+    from lib.instance.instance_dashboard_lib import _resolve_options_source
+
+    for p in raw_positions:
+        if not isinstance(p, dict) or not _pos_nonzero(p):
+            continue
+        inst = str(p.get("instId") or p.get("inst_id") or "").strip()
+        if not inst:
+            continue
+        source, _, _ = _resolve_options_source(conn, inst)
+        if source == "option":
+            return True
+    return False
+
+
+def block_hedge_plan_start_msg(
+    conn: Any,
+    *,
+    fetch_positions: Optional[Callable[[Any], Any]] = None,
+    exchange: Any = None,
+    raw_positions: list[dict[str, Any]] | None = None,
+) -> Optional[str]:
+    """若应拦截启动对冲计划,返回中文原因;否则 None."""
+    if not mutual_exclusive_enabled():
+        return None
+    rows = raw_positions
+    if rows is None:
+        if fetch_positions is None or exchange is None:
+            return None
+        try:
+            rows = fetch_positions(exchange) or []
+        except Exception:
+            return None
+    try:
+        if has_standalone_option_position(conn, rows):
+            return "存在单独期权持仓,禁止启动对冲计划(可在 env「对冲与期权互斥门控」关闭)"
+    except Exception:
+        return None
+    return None

lib/hedge_plan/hedge_plan_calc_lib.py

@@ -86,6 +86,227 @@ def floor_contracts_to_precision(contracts: float, decimals: int) -> float:
     return math.floor(raw * scale + 1e-12) / scale
 
 
+def option_unit_cost_usdc(*, ask: float, ct_mult: float) -> float:
+    """单张权利金(USDC) = 卖一价 × ct_mult."""
+    a = _f(ask)
+    if a is None or a <= 0:
+        return 0.0
+    return float(a) * float(ct_mult or 0.01)
+
+
+def resolve_oo_budget_usdc(
+    *,
+    trading_usdc: Any,
+    trade_budget_usdc: Any,
+    buffer_ratio: Any = 0.95,
+) -> dict[str, Any]:
+    """期期可用预算 = min(交易户×buffer, 单笔预算)."""
+    import math
+
+    trading = _f(trading_usdc)
+    cap = _f(trade_budget_usdc)
+    buf = _f(buffer_ratio)
+    if buf is None or buf <= 0:
+        buf = 0.95
+    if buf > 1:
+        buf = 1.0
+    trading_cap = None if trading is None else max(0.0, float(trading) * float(buf))
+    trade_cap = None if cap is None else max(0.0, float(cap))
+    if trading_cap is None and trade_cap is None:
+        return {
+            "ok": False,
+            "budget_usdc": 0.0,
+            "trading_cap": None,
+            "trade_budget_cap": None,
+            "buffer_ratio": float(buf),
+            "msg": "缺少交易户余额与单笔预算",
+        }
+    if trading_cap is None:
+        budget = float(trade_cap or 0.0)
+    elif trade_cap is None:
+        budget = float(trading_cap)
+    else:
+        budget = min(float(trading_cap), float(trade_cap))
+    budget = float(math.floor(budget * 1e6 + 1e-12) / 1e6)
+    return {
+        "ok": budget > 0,
+        "budget_usdc": budget,
+        "trading_cap": None if trading_cap is None else round(float(trading_cap), 6),
+        "trade_budget_cap": None if trade_cap is None else round(float(trade_cap), 6),
+        "buffer_ratio": float(buf),
+        "msg": "" if budget > 0 else "可用预算为 0",
+    }
+
+
+def _cap_sheets_by_ask_depth(sheets: int, ask_sz: Any) -> int:
+    import math
+
+    n = max(0, int(sheets))
+    depth = _f(ask_sz)
+    if depth is None:
+        return n
+    if depth <= 0:
+        return 0
+    return min(n, int(math.floor(float(depth) + 1e-12)))
+
+
+def _normalize_oo_sheets_mode(mode: str) -> str:
+    m = (mode or "same_sheets").strip().lower()
+    if m in ("long_bias", "bias_long", "long", "做多"):
+        return "long_bias"
+    if m in ("short_bias", "bias_short", "short", "做空"):
+        return "short_bias"
+    # 旧「均分」兼容:按预算 50/50(页面已移除)
+    if m in ("split", "equal_budget", "split_budget", "均分"):
+        return "split_budget"
+    return "same_sheets"
+
+
+def _normalize_oo_bias_split_by(raw: Any) -> str:
+    v = str(raw or "budget").strip().lower()
+    if v in ("sheets", "qty", "quantity", "张数"):
+        return "sheets"
+    return "budget"
+
+
+def _clamp_oo_bias_ratio(raw: Any, default: float = 0.7) -> float:
+    try:
+        r = float(raw)
+    except (TypeError, ValueError):
+        r = float(default)
+    if r <= 0 or r >= 1:
+        r = float(default)
+    return r
+
+
+def _oo_call_put_leg_index(opt_type_a: str, opt_type_b: str) -> tuple[Optional[str], Optional[str], str]:
+    """返回 (call_side, put_side, err);side 为 'a'/'b'."""
+    a = (opt_type_a or "").strip().upper()
+    b = (opt_type_b or "").strip().upper()
+    if a.startswith("C"):
+        a = "C"
+    elif a.startswith("P"):
+        a = "P"
+    if b.startswith("C"):
+        b = "C"
+    elif b.startswith("P"):
+        b = "P"
+    if {a, b} != {"C", "P"}:
+        return None, None, "做多/做空需一腿 Call、一腿 Put"
+    call_side = "a" if a == "C" else "b"
+    put_side = "b" if call_side == "a" else "a"
+    return call_side, put_side, ""
+
+
+def suggest_oo_sheets(
+    *,
+    mode: str,
+    budget_usdc: float,
+    ask_a: float,
+    ct_mult_a: float = 0.01,
+    ask_sz_a: Any = None,
+    opt_type_a: str = "",
+    ask_b: float,
+    ct_mult_b: float = 0.01,
+    ask_sz_b: Any = None,
+    opt_type_b: str = "",
+    bias_split_by: str = "budget",
+    bias_ratio: float = 0.7,
+) -> dict[str, Any]:
+    """期期建议张数:same_sheets / long_bias / short_bias(及旧 split_budget)."""
+    import math
+
+    m = _normalize_oo_sheets_mode(mode)
+    split_by = _normalize_oo_bias_split_by(bias_split_by)
+    ratio = _clamp_oo_bias_ratio(bias_ratio)
+    budget = max(0.0, float(budget_usdc or 0.0))
+    cost_a = option_unit_cost_usdc(ask=ask_a, ct_mult=ct_mult_a)
+    cost_b = option_unit_cost_usdc(ask=ask_b, ct_mult=ct_mult_b)
+
+    def _fail(msg: str, n_a: int = 0, n_b: int = 0) -> dict[str, Any]:
+        return {
+            "mode": m,
+            "sheets_a": n_a,
+            "sheets_b": n_b,
+            "cost_a": round(cost_a, 8),
+            "cost_b": round(cost_b, 8),
+            "premium_est": round(cost_a * n_a + cost_b * n_b, 6),
+            "ok": False,
+            "msg": msg,
+            "bias_split_by": split_by,
+            "bias_ratio": ratio,
+        }
+
+    if budget <= 0:
+        return _fail("可用预算为 0")
+    if cost_a <= 0 or cost_b <= 0:
+        return _fail("缺少有效卖一价,无法建议张数")
+
+    pair = cost_a + cost_b
+    n_pair = int(math.floor(budget / pair + 1e-12)) if pair > 0 else 0
+    # 与同张数一致:先按预算得 n,再各自深度封顶后取 min
+    n_same = min(
+        _cap_sheets_by_ask_depth(n_pair, ask_sz_a),
+        _cap_sheets_by_ask_depth(n_pair, ask_sz_b),
+    )
+
+    if m == "same_sheets":
+        n_a = n_same
+        n_b = n_same
+    elif m == "split_budget":
+        half = budget / 2.0
+        n_a = int(math.floor(half / cost_a + 1e-12))
+        n_b = int(math.floor(half / cost_b + 1e-12))
+        n_a = _cap_sheets_by_ask_depth(n_a, ask_sz_a)
+        n_b = _cap_sheets_by_ask_depth(n_b, ask_sz_b)
+    else:
+        call_side, put_side, err = _oo_call_put_leg_index(opt_type_a, opt_type_b)
+        if err:
+            return _fail(err)
+        major_is_call = m == "long_bias"
+        if split_by == "sheets":
+            # 总张数 = 同张数两侧合计(每腿 n → 共 2n),再按比例拆到 Call/Put
+            total = int(n_same) * 2
+            if total < 2:
+                return _fail("同张数总规模不足 2,无法按比例拆分")
+            major_n = int(round(total * ratio))
+            major_n = max(1, min(major_n, total - 1))
+            minor_n = total - major_n
+            n_call = major_n if major_is_call else minor_n
+            n_put = minor_n if major_is_call else major_n
+        else:
+            maj_budget = budget * ratio
+            min_budget = budget * (1.0 - ratio)
+            cost_call = cost_a if call_side == "a" else cost_b
+            cost_put = cost_b if call_side == "a" else cost_a
+            if major_is_call:
+                n_call = int(math.floor(maj_budget / cost_call + 1e-12)) if cost_call > 0 else 0
+                n_put = int(math.floor(min_budget / cost_put + 1e-12)) if cost_put > 0 else 0
+            else:
+                n_put = int(math.floor(maj_budget / cost_put + 1e-12)) if cost_put > 0 else 0
+                n_call = int(math.floor(min_budget / cost_call + 1e-12)) if cost_call > 0 else 0
+        n_a = n_call if call_side == "a" else n_put
+        n_b = n_put if call_side == "a" else n_call
+        n_a = _cap_sheets_by_ask_depth(n_a, ask_sz_a)
+        n_b = _cap_sheets_by_ask_depth(n_b, ask_sz_b)
+
+    prem = cost_a * n_a + cost_b * n_b
+    ok = n_a >= 1 and n_b >= 1
+    msg = "" if ok else "预算不够开 1+1(或卖一深度不足)"
+    return {
+        "mode": m,
+        "sheets_a": n_a,
+        "sheets_b": n_b,
+        "cost_a": round(cost_a, 8),
+        "cost_b": round(cost_b, 8),
+        "premium_est": round(prem, 6),
+        "ok": ok,
+        "msg": msg,
+        "bias_split_by": split_by,
+        "bias_ratio": ratio,
+    }
+
+
 def build_perp_options_preview(
     *,
     direction: str,
@@ -320,6 +541,10 @@ def build_options_options_preview(
             "expiry_flat_total": round(expiry_loss, 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,
         },
     }
 
@@ -334,6 +559,10 @@ def gate_status(
     live_trading: bool = False,
     active_count: int = 0,
     max_active: int = 1,
+    show_perp_options: bool = True,
+    show_options_options: bool = True,
+    mutual_exclusive: bool = True,
+    has_standalone_option: bool = False,
 ) -> dict[str, Any]:
     from lib.trade.position_sizing_lib import is_full_margin_mode
 
@@ -349,12 +578,23 @@ def gate_status(
         can_preview = False
         can_start = False
         reasons.append("期权模块未启用")
+    if pt == "perp_options" and not show_perp_options:
+        can_preview = False
+        can_start = False
+        reasons.append("永期对冲已隐藏(HEDGE_PLAN_SHOW_PERP_OPTIONS)")
+    if pt == "options_options" and not show_options_options:
+        can_preview = False
+        can_start = False
+        reasons.append("期期对冲已隐藏(HEDGE_PLAN_SHOW_OPTIONS_OPTIONS)")
     if not live_order:
         can_start = False
         reasons.append("未允许对冲真实下单(HEDGE_PLAN_LIVE_ORDER)")
     if active_count >= max(1, int(max_active or 1)):
         can_start = False
         reasons.append(f"活跃计划已达上限({max_active})")
+    if mutual_exclusive and has_standalone_option:
+        can_start = False
+        reasons.append("存在单独期权持仓,禁止启动对冲计划(互斥门控)")
     if pt == "perp_options":
         if not full:
             can_start = False
@@ -379,6 +619,10 @@ def gate_status(
         "live_trading": live_trading,
         "active_count": active_count,
         "max_active": max_active,
+        "show_perp_options": bool(show_perp_options),
+        "show_options_options": bool(show_options_options),
+        "mutual_exclusive": bool(mutual_exclusive),
+        "has_standalone_option": bool(has_standalone_option),
         "can_preview": can_preview,
         "can_start": can_start,
         "reasons": reasons,

lib/hedge_plan/hedge_plan_db.py

@@ -72,6 +72,8 @@ 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")
+    # 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")
 
 
 def _ensure_column(conn: sqlite3.Connection, table: str, col: str, typedef: str) -> None:
@@ -126,6 +128,22 @@ def update_plan(conn: sqlite3.Connection, plan_id: int, **fields: Any) -> None:
     conn.execute(f"UPDATE hedge_plans SET {sets} WHERE id=?", [*fields.values(), plan_id])
 
 
+def update_leg(conn: sqlite3.Connection, leg_id: int, **fields: Any) -> None:
+    if not fields:
+        return
+    sets = ", ".join(f"{k}=?" for k in fields)
+    conn.execute(f"UPDATE hedge_plan_legs SET {sets} WHERE id=?", [*fields.values(), int(leg_id)])
+
+
+def missing_leg_role(legs: list[dict[str, Any]]) -> Optional[str]:
+    for leg in legs or []:
+        if str(leg.get("status") or "").strip().lower() == "pending":
+            role = str(leg.get("leg_role") or "").strip()
+            if role:
+                return role
+    return None
+
+
 def list_plans(
     conn: sqlite3.Connection,
     *,
@@ -182,15 +200,22 @@ def legs_contract_summary(legs: list[dict[str, Any]]) -> str:
     parts: list[str] = []
     for leg in legs:
         role = str(leg.get("leg_role") or "")
+        st = str(leg.get("status") or "").strip().lower()
+        if st == "pending":
+            suffix = "(待补)"
+        elif st in ("cancelled", "canceled"):
+            suffix = "(未成交)"
+        else:
+            suffix = ""
         if role == "perp":
             name = str(leg.get("symbol") or "永续")
-            parts.append(f"永续 {name}")
+            parts.append(f"永续 {name}{suffix}")
         else:
             inst = str(leg.get("inst_id") or "")
             ot = str(leg.get("opt_type") or "").upper()
             strike = leg.get("strike")
             label = inst or (f"{ot}{strike}" if ot or strike is not None else role)
-            parts.append(label)
+            parts.append(f"{label}{suffix}")
     return " · ".join(parts) if parts else "—"
 
 
@@ -201,6 +226,7 @@ def attach_legs_to_plans(conn: sqlite3.Connection, plans: list[dict[str, Any]])
         row = dict(p)
         row["legs"] = legs
         row["contracts_summary"] = legs_contract_summary(legs)
+        row["missing_leg"] = missing_leg_role(legs)
         out.append(row)
     return out
 

lib/hedge_plan/hedge_plan_monitor_lib.py

@@ -8,7 +8,11 @@ from typing import Any, Optional
 from lib.hedge_plan.hedge_plan_db import get_plan, get_plan_legs, list_plans, update_plan
 from lib.hedge_plan.hedge_plan_notify_lib import notify_hedge, notify_plan_end, build_hedge_alert_message
 from lib.hedge_plan.hedge_plan_orders_lib import _sell_option
-from lib.hedge_plan.hedge_plan_settle_lib import leg_is_expired, settle_option_leg_at_spot
+from lib.hedge_plan.hedge_plan_settle_lib import (
+    leg_is_expired,
+    resolve_option_leg_realized_pnl,
+    settle_option_leg_at_spot,
+)
 
 
 def _now() -> str:
@@ -69,6 +73,7 @@ def tick_active_plans(cfg: dict[str, Any]) -> dict[str, Any]:
         return {"ok": False, "msg": "get_db missing"}
     conn = get_db()
     acted: list[dict[str, Any]] = []
+    backfill_stats: dict[str, int] = {}
     try:
         from lib.hedge_plan.hedge_plan_db import init_hedge_plan_tables
 
@@ -80,10 +85,22 @@ def tick_active_plans(cfg: dict[str, Any]) -> dict[str, Any]:
                 acted.append(r)
         orphaned = _settle_orphaned_after_tp(cfg, conn)
         acted.extend(orphaned)
+        try:
+            ex = cfg.get("exchange_options")
+            if ex is not None:
+                from lib.exchange.okx_options_lib import fetch_all_option_positions_history
+                from lib.hedge_plan.hedge_plan_settle_lib import (
+                    backfill_hedge_option_legs_realized_pnl,
+                )
+
+                hist = fetch_all_option_positions_history(ex, limit=200)
+                backfill_stats = backfill_hedge_option_legs_realized_pnl(conn, hist)
+        except Exception:
+            pass
         conn.commit()
     finally:
         conn.close()
-    return {"ok": True, "acted": acted}
+    return {"ok": True, "acted": acted, "pnl_backfill": backfill_stats}
 
 
 def _notify_end_reload(cfg: dict[str, Any], conn: Any, plan_id: int) -> None:
@@ -92,6 +109,55 @@ def _notify_end_reload(cfg: dict[str, Any], conn: Any, plan_id: int) -> None:
         notify_plan_end(cfg, conn, plan)
 
 
+def resolve_oo_rest_close_mode(plan: dict[str, Any]) -> str:
+    """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
+    """
+    if not _env_bool("HEDGE_PLAN_OO_CLOSE_MODE_ENABLED", True):
+        return "hold_expiry"
+    raw = plan.get("oo_close_mode")
+    if raw is None or str(raw).strip() == "":
+        return "hold_expiry"
+    v = str(raw).strip().lower()
+    if v in ("hold_expiry", "hold_to_expiry", "expiry", "到期平"):
+        return "hold_expiry"
+    return "close_all"
+
+
+def _oo_option_legs(legs: list[dict[str, Any]], *, statuses: tuple[str, ...]) -> list[dict[str, Any]]:
+    out = []
+    for x in legs:
+        if not str(x.get("leg_role") or "").startswith("option"):
+            continue
+        if str(x.get("status") or "") in statuses:
+            out.append(x)
+    return out
+
+
+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]:
+    closed_opts = _oo_option_legs(legs, statuses=("closed",))
+    total_opts = sum(float(x.get("realized_pnl") or 0) for x in closed_opts)
+    close_reason = reason or "oo_rest_closed"
+    bucket = "oo_target" if total_opts > 0 else "oo_expiry_loss"
+    update_plan(
+        conn,
+        int(plan["id"]),
+        status="closed",
+        close_reason=close_reason,
+        realized_pnl_options=round(total_opts, 4),
+        realized_pnl_total=round(total_opts, 4),
+        stats_bucket=bucket,
+        closed_at=_now(),
+    )
+    _notify_end_reload(cfg, conn, int(plan["id"]))
+    return {"plan_id": plan["id"], "close_reason": close_reason, "total": total_opts}
+
+
 def _tick_one(cfg: dict[str, Any], conn: Any, plan: dict[str, Any]) -> Optional[dict[str, Any]]:
     pt = plan.get("plan_type")
     legs = get_plan_legs(conn, int(plan["id"]))
@@ -101,6 +167,9 @@ def _tick_one(cfg: dict[str, Any], conn: Any, plan: dict[str, Any]) -> Optional[
         return r
     if pt == "options_options":
         r = _tick_oo_expiry(cfg, conn, plan, legs)
+        if r:
+            return r
+        r = _tick_oo_close_rest(cfg, conn, plan, legs)
         if r:
             return r
         return _tick_oo_target(cfg, conn, plan, legs)
@@ -178,9 +247,10 @@ def _tick_po(cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[di
             ask_open = _sf(opt.get("avg_open"))
             if bid is not None and ask_open is not None:
                 ct = float(opt.get("ct_mult") or 0.01)
-                opt_pnl = (bid - ask_open) * float(opt.get("size") or 1) * ct
+                est = (bid - ask_open) * float(opt.get("size") or 1) * ct
             else:
-                opt_pnl = -premium
+                est = -premium
+            opt_pnl = _option_leg_pnl_after_close(cfg, opt, fallback=est)
         conn.execute(
             "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
             ("closed", reason, _now(), opt_pnl, opt["id"]),
@@ -232,10 +302,101 @@ def _tick_po(cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[di
     return {"plan_id": plan["id"], "close_reason": reason, "total": total}
 
 
+def _option_leg_pnl_after_close(
+    cfg: dict[str, Any],
+    leg: dict[str, Any],
+    *,
+    fallback: float,
+) -> float:
+    """平仓后写腿盈亏:优先交易所历史,否则用估算."""
+    ex = cfg.get("exchange_options")
+    pnl, _src = resolve_option_leg_realized_pnl(ex=ex, leg=leg, fallback=fallback)
+    return float(pnl if pnl is not None else fallback)
+
+
+def _estimate_leg_close_pnl(leg: dict[str, Any], idx: Optional[float], bid: Optional[float]) -> float:
+    """残腿平仓盈亏估算:优先买一回收 − 权利金;无买一则用内在价值."""
+    premium = float(leg.get("premium") or 0)
+    sheets = float(leg.get("size") or 1)
+    ct = float(leg.get("ct_mult") or 0.01)
+    if bid is not None and float(bid) > 0:
+        return float(bid) * sheets * ct - premium
+    if idx is None:
+        return -premium
+    strike = _sf(leg.get("strike")) or 0
+    o = (leg.get("opt_type") or "").upper()
+    intrinsic = max(0.0, idx - strike) if o == "C" else max(0.0, strike - idx)
+    return intrinsic * sheets * ct - premium
+
+
+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: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",))
+    closed_legs = _oo_option_legs(legs, statuses=("closed",))
+    # 至少已平一条,且仍有残腿;避免双腿都还 open 时误清
+    if len(closed_legs) < 1 or len(open_legs) < 1:
+        return None
+    reason0 = str(plan.get("close_reason") or "")
+    allowed_reasons = (
+        "target_win_leg",
+        "target_up_win_leg",
+        "target_down_win_leg",
+        "oo_rest_closing",
+        "",
+    )
+    if reason0 not in allowed_reasons and not (
+        len(closed_legs) >= 1 and len(open_legs) == 1
+    ):
+        return None
+
+    idx = _index_px(cfg, str(plan.get("underlying") or "ETH"))
+    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 = _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_rest_close", _now(), round(pnl, 4), leg["id"]),
+        )
+        leg["status"] = "closed"
+        leg["realized_pnl"] = round(pnl, 4)
+        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_rest_closing")
+        return {"plan_id": plan["id"], "msg": "残腿部分已平,继续重试", "remaining": len(still_open)}
+    return _finalize_oo_all_closed(
+        cfg, conn, plan, legs2, reason="oo_rest_closed"
+    )
+
+
 def _tick_oo_target(
     cfg: dict[str, Any], conn: Any, plan: dict[str, Any], legs: list[dict[str, Any]]
 ) -> Optional[dict[str, Any]]:
-    """期期:触及上破或下破目标价时平盈利腿."""
+    """期期:触及上破或下破目标价时平盈利腿;按平仓模式处理另一腿."""
     idx = _index_px(cfg, str(plan.get("underlying") or "ETH"))
     if idx is None:
         return None
@@ -261,7 +422,7 @@ def _tick_oo_target(
         return None
     if not _env_bool("HEDGE_PLAN_OO_CLOSE_WINNER_ONLY", True):
         return None
-    open_legs = [x for x in legs if x.get("status") == "open" and str(x.get("leg_role") or "").startswith("option")]
+    open_legs = _oo_option_legs(legs, statuses=("open",))
     if len(open_legs) < 2:
         return None
     winners = []
@@ -288,21 +449,51 @@ 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(), best_pnl, best["id"]),
+        ("closed", reason, _now(), closed_pnl, best["id"]),
     )
+    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,
     }
 
 
@@ -347,7 +538,8 @@ def _tick_oo_expiry(
 
     settled_sum = 0.0
     for leg in pending:
-        pnl = settle_option_leg_at_spot(leg, float(spot))
+        est = settle_option_leg_at_spot(leg, float(spot))
+        pnl = _option_leg_pnl_after_close(cfg, leg, fallback=est)
         settled_sum += pnl
         conn.execute(
             "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
@@ -396,7 +588,11 @@ def _settle_orphaned_after_tp(cfg: dict[str, Any], conn: Any) -> list[dict[str,
         spot = _index_px(cfg, str(leg.get("underlying") or "ETH"))
         if spot is None:
             continue
-        pnl = settle_option_leg_at_spot(leg, float(spot))
+        pnl_est = settle_option_leg_at_spot(leg, float(spot))
+        # orphan row uses leg_id; map to id for resolver
+        leg_for_pnl = dict(leg)
+        leg_for_pnl["id"] = leg.get("leg_id")
+        pnl = _option_leg_pnl_after_close(cfg, leg_for_pnl, fallback=pnl_est)
         conn.execute(
             "UPDATE hedge_plan_legs SET status=?, close_reason=?, closed_at=?, realized_pnl=? WHERE id=?",
             ("closed", "expiry", _now(), round(pnl, 4), leg["leg_id"]),

lib/hedge_plan/hedge_plan_notify_lib.py

@@ -81,6 +81,8 @@ def build_hedge_end_message(plan: dict[str, Any]) -> str:
         "target_win_leg": "期期已平盈利腿(中间态)",
         "target_up_win_leg": "期期上破·已平盈利腿",
         "target_down_win_leg": "期期下破·已平盈利腿",
+        "oo_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",
@@ -150,14 +152,20 @@ 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",
+        "oo_rest_closing",
     ) and (plan.get("status") or "") != "closed":
         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"):
+            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)"
         notify_hedge(
             cfg,
             build_hedge_alert_message(
-                title=f"期期{side}已平盈利腿,亏损腿继续持有至到期",
+                title=f"期期{side}已平盈利腿 · {rest_txt}",
                 plan_id=plan.get("id"),
                 detail=(
                     f"上破 {_fmt(plan.get('target_price_up') or plan.get('target_price'))}"

lib/hedge_plan/hedge_plan_orders_lib.py

@@ -23,6 +23,18 @@ def open_order_mode() -> str:
     return v if v in ("options_first", "perp_first") else "options_first"
 
 
+def manual_complete_on_partial() -> bool:
+    """半腿失败后挂 partial 并手动补开(默认 true)."""
+    return _env_bool("HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL", True)
+
+
+def partial_auto_close_enabled() -> bool:
+    """手动补开开启时强制关闭自动平,避免吃买卖价差."""
+    if manual_complete_on_partial():
+        return False
+    return _env_bool("HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION", True)
+
+
 def build_po_path_plan(body: dict[str, Any]) -> list[dict[str, Any]]:
     """永期下单路径清单(不交易)."""
     mode = open_order_mode()
@@ -70,6 +82,13 @@ def build_oo_path_plan(body: dict[str, Any]) -> list[dict[str, Any]]:
     ]
 
 
+def _option_open_fill_timeout_sec() -> float:
+    try:
+        return max(2.0, float(os.getenv("OKX_OPTIONS_OPEN_FILL_TIMEOUT_SEC") or "12"))
+    except (TypeError, ValueError):
+        return 12.0
+
+
 def _buy_option(
     cfg: dict[str, Any],
     *,
@@ -80,6 +99,7 @@ def _buy_option(
     from lib.exchange.okx_options_lib import (
         cap_option_buy_sheets_to_ask_depth,
         option_buy_liquidity_ok,
+        wait_option_order_full_fill,
     )
 
     ex = cfg.get("exchange_options")
@@ -134,6 +154,7 @@ def _buy_option(
     td = "isolated"
     if callable(td_buy):
         td = td_buy(cfg.get("options_td_mode") or "isolated")
+    # IOC:能成交多少成交多少,剩余立即撤销;再校验是否完全成交
     order = place_fn(
         ex,
         inst_id=inst_id,
@@ -142,14 +163,42 @@ def _buy_option(
         price=float(ask),
         td_mode=td,
         tick_sz=q.get("tick_sz"),
+        ord_type="ioc",
     )
     if not order.get("ok"):
         return order
+    ord_id = str((order.get("data") or {}).get("ordId") or "").strip()
+    if not ord_id:
+        return {"ok": False, "msg": "下单成功但未返回订单号", "order": order}
+    fill = wait_option_order_full_fill(
+        ex,
+        inst_id=inst_id,
+        ord_id=ord_id,
+        need_sheets=sheets_i,
+        timeout_sec=_option_open_fill_timeout_sec(),
+        cancel_on_timeout=True,
+    )
+    if not fill.get("ok"):
         return {
-        "ok": True,
+            "ok": False,
+            "msg": fill.get("msg") or "未完全成交,开仓失败",
             "inst_id": inst_id,
             "sheets": sheets_i,
             "ask": float(ask),
+            "exchange_ord_id": ord_id,
+            "filled_sheets": fill.get("filled_sheets"),
+            "order": order,
+            "fill": fill,
+            "can_open": False,
+        }
+    fill_px = float(fill.get("avg_px") or ask)
+    filled_n = int(fill.get("filled_sheets") or sheets_i)
+    premium = fill_px * filled_n * ct_mult
+    return {
+        "ok": True,
+        "inst_id": inst_id,
+        "sheets": filled_n,
+        "ask": fill_px,
         "ask_sz": float(ask_sz),
         "premium": premium,
         "ct_mult": ct_mult,
@@ -158,8 +207,9 @@ def _buy_option(
         "strike": q.get("strike"),
         "exp_time": q.get("exp_time"),
         "opt_type": (q.get("meta") or {}).get("optType") or q.get("opt_type"),
-        "exchange_ord_id": (order.get("data") or {}).get("ordId"),
+        "exchange_ord_id": ord_id,
         "order": order,
+        "fill": fill,
         "can_open": True,
     }
 
@@ -257,6 +307,244 @@ def _sell_option(
     return order if order.get("ok") else order
 
 
+def _notify_partial(cfg: dict[str, Any], plan_type: str, msg: str, results: list[dict[str, Any]]) -> None:
+    try:
+        from lib.hedge_plan.hedge_plan_notify_lib import notify_partial_fail
+
+        notify_partial_fail(cfg, plan_type=plan_type, msg=msg, results=results)
+    except Exception:
+        pass
+
+
+def _park_partial(
+    cfg: dict[str, Any],
+    *,
+    plan_type: str,
+    body: dict[str, Any],
+    missing_leg: str,
+    msg: str,
+    path: list[dict[str, Any]],
+    results: list[dict[str, Any]],
+    persist: Optional[Callable[..., Any]],
+    dry_run: bool,
+    **filled: Any,
+) -> dict[str, Any]:
+    """半腿失败:保留已成腿,挂 partial 供手动补开."""
+    if not dry_run:
+        _notify_partial(cfg, plan_type, msg, results)
+    out: dict[str, Any] = {
+        "ok": True,
+        "partial": True,
+        "status": "partial",
+        "dry_run": dry_run,
+        "plan_type": plan_type,
+        "missing_leg": missing_leg,
+        "msg": msg,
+        "path": path,
+        "results": results,
+        "opened_at": _now(),
+        **filled,
+    }
+    if persist and not dry_run:
+        out["plan_id"] = persist(out, body)
+    return out
+
+
+def _hedge_budget_buffer(cfg: dict[str, Any] | None = None) -> float:
+    """对冲专用预算缓冲;默认 0.95.与 OKX_OPTIONS_BUDGET_BUFFER 独立."""
+    raw = None
+    if cfg is not None:
+        raw = cfg.get("budget_buffer")
+    if raw is None or raw == "":
+        raw = os.getenv("HEDGE_PLAN_BUDGET_BUFFER") or "0.95"
+    try:
+        buf = float(raw)
+    except (TypeError, ValueError):
+        buf = 0.95
+    if buf <= 0:
+        buf = 0.95
+    if buf > 1:
+        buf = 1.0
+    return float(buf)
+
+
+def _oo_bias_settings(cfg: dict[str, Any] | None = None) -> tuple[str, float]:
+    from lib.hedge_plan.hedge_plan_calc_lib import _clamp_oo_bias_ratio, _normalize_oo_bias_split_by
+
+    split = None
+    ratio = None
+    if cfg is not None:
+        split = cfg.get("oo_bias_split_by")
+        ratio = cfg.get("oo_bias_ratio")
+    if split in (None, ""):
+        split = os.getenv("HEDGE_PLAN_OO_BIAS_SPLIT_BY") or "budget"
+    if ratio in (None, ""):
+        ratio = os.getenv("HEDGE_PLAN_OO_BIAS_RATIO") or "0.7"
+    return _normalize_oo_bias_split_by(split), _clamp_oo_bias_ratio(ratio)
+
+
+def refresh_oo_sizing_before_start(cfg: dict[str, Any], body: dict[str, Any]) -> dict[str, Any]:
+    """启动前再拉两腿卖一,按对冲预算缓冲重算张数;就地写回 body.leg_*.
+
+    方案 A:成交价与张数均基于点击启动瞬间的最新卖一/余额.
+    """
+    from lib.exchange.okx_options_lib import fetch_options_trading_usdc, option_buy_liquidity_ok
+    from lib.hedge_plan.hedge_plan_calc_lib import resolve_oo_budget_usdc, suggest_oo_sheets
+
+    leg_a = dict(body.get("leg_a") or {})
+    leg_b = dict(body.get("leg_b") or {})
+    inst_a = str(leg_a.get("inst_id") or "").strip()
+    inst_b = str(leg_b.get("inst_id") or "").strip()
+    if not inst_a or not inst_b:
+        return {"ok": False, "msg": "缺少期权合约"}
+    quote_fn = cfg.get("quote_option_contract")
+    ex = cfg.get("exchange_options")
+    if not callable(quote_fn) or ex is None:
+        return {"ok": False, "msg": "期权报价能力未就绪"}
+
+    qa = quote_fn(ex, inst_a)
+    if not qa.get("ok"):
+        return {"ok": False, "msg": qa.get("msg") or "腿A报价失败", "quote_a": qa}
+    qb = quote_fn(ex, inst_b)
+    if not qb.get("ok"):
+        return {"ok": False, "msg": qb.get("msg") or "腿B报价失败", "quote_b": qb}
+
+    for tag, q in (("A", qa), ("B", qb)):
+        can_open, block_msg = option_buy_liquidity_ok(q.get("ask"), q.get("ask_sz"))
+        if not can_open:
+            return {
+                "ok": False,
+                "msg": f"腿{tag}: {block_msg or '暂无卖一深度,无法买入'}",
+                "quote_a": qa,
+                "quote_b": qb,
+            }
+
+    trading = fetch_options_trading_usdc(ex)
+    buf = _hedge_budget_buffer(cfg)
+    budget_info = resolve_oo_budget_usdc(
+        trading_usdc=trading,
+        trade_budget_usdc=cfg.get("trade_budget_usdc"),
+        buffer_ratio=buf,
+    )
+    if not budget_info.get("ok"):
+        return {
+            "ok": False,
+            "msg": budget_info.get("msg") or "可用预算不足",
+            "budget": budget_info,
+            "quote_a": qa,
+            "quote_b": qb,
+        }
+
+    mode = str(body.get("oo_sheets_mode") or "same_sheets")
+    split_by, bias_ratio = _oo_bias_settings(cfg)
+    opt_a = str(
+        leg_a.get("opt_type")
+        or (qa.get("meta") or {}).get("optType")
+        or qa.get("opt_type")
+        or ""
+    )
+    opt_b = str(
+        leg_b.get("opt_type")
+        or (qb.get("meta") or {}).get("optType")
+        or qb.get("opt_type")
+        or ""
+    )
+    sug = suggest_oo_sheets(
+        mode=mode,
+        budget_usdc=float(budget_info["budget_usdc"]),
+        ask_a=float(qa["ask"]),
+        ct_mult_a=float(qa.get("ct_mult") or leg_a.get("ct_mult") or 0.01),
+        ask_sz_a=qa.get("ask_sz"),
+        opt_type_a=opt_a,
+        ask_b=float(qb["ask"]),
+        ct_mult_b=float(qb.get("ct_mult") or leg_b.get("ct_mult") or 0.01),
+        ask_sz_b=qb.get("ask_sz"),
+        opt_type_b=opt_b,
+        bias_split_by=split_by,
+        bias_ratio=bias_ratio,
+    )
+    if not sug.get("ok"):
+        return {
+            "ok": False,
+            "msg": sug.get("msg") or "按最新卖一无法建议张数",
+            "sizing": sug,
+            "budget": budget_info,
+            "quote_a": qa,
+            "quote_b": qb,
+        }
+
+    prev_a = leg_a.get("sheets")
+    prev_b = leg_b.get("sheets")
+    leg_a["sheets"] = int(sug["sheets_a"])
+    leg_a["ask"] = float(qa["ask"])
+    leg_a["ask_sz"] = qa.get("ask_sz")
+    leg_a["ct_mult"] = float(qa.get("ct_mult") or leg_a.get("ct_mult") or 0.01)
+    if opt_a:
+        leg_a["opt_type"] = opt_a
+    leg_b["sheets"] = int(sug["sheets_b"])
+    leg_b["ask"] = float(qb["ask"])
+    leg_b["ask_sz"] = qb.get("ask_sz")
+    leg_b["ct_mult"] = float(qb.get("ct_mult") or leg_b.get("ct_mult") or 0.01)
+    if opt_b:
+        leg_b["opt_type"] = opt_b
+    body["leg_a"] = leg_a
+    body["leg_b"] = leg_b
+    return {
+        "ok": True,
+        "buffer_ratio": buf,
+        "budget": budget_info,
+        "sizing": sug,
+        "quote_a": qa,
+        "quote_b": qb,
+        "prev_sheets_a": prev_a,
+        "prev_sheets_b": prev_b,
+        "sheets_a": int(sug["sheets_a"]),
+        "sheets_b": int(sug["sheets_b"]),
+        "ask_a": float(qa["ask"]),
+        "ask_b": float(qb["ask"]),
+        "premium_est": sug.get("premium_est"),
+        "msg": (
+            f"已按最新卖一重算: A {sug['sheets_a']}张@{qa['ask']} + "
+            f"B {sug['sheets_b']}张@{qb['ask']} · 预估 {sug.get('premium_est')}U"
+        ),
+    }
+
+
+def refresh_po_option_quote_before_start(cfg: dict[str, Any], body: dict[str, Any]) -> dict[str, Any]:
+    """永期启动前再拉保险腿卖一(张数沿用页面值,不按预算重算)."""
+    from lib.exchange.okx_options_lib import option_buy_liquidity_ok
+
+    inst = str(body.get("opt_inst_id") or "").strip()
+    if not inst:
+        return {"ok": False, "msg": "缺少期权合约"}
+    quote_fn = cfg.get("quote_option_contract")
+    ex = cfg.get("exchange_options")
+    if not callable(quote_fn) or ex is None:
+        return {"ok": False, "msg": "期权报价能力未就绪"}
+    q = quote_fn(ex, inst)
+    if not q.get("ok"):
+        return {"ok": False, "msg": q.get("msg") or "期权报价失败", "quote": q}
+    can_open, block_msg = option_buy_liquidity_ok(q.get("ask"), q.get("ask_sz"))
+    if not can_open:
+        return {
+            "ok": False,
+            "msg": block_msg or "暂无卖一深度,无法买入",
+            "quote": q,
+        }
+    body["ask"] = float(q["ask"])
+    body["ask_sz"] = q.get("ask_sz")
+    if q.get("ct_mult") is not None:
+        body["ct_mult"] = float(q.get("ct_mult") or 0.01)
+    return {
+        "ok": True,
+        "ask": float(q["ask"]),
+        "ask_sz": q.get("ask_sz"),
+        "sheets": body.get("sheets"),
+        "quote": q,
+        "msg": f"已按最新卖一: {body.get('sheets')}张@{q['ask']}",
+    }
+
+
 def execute_perp_options_start(
     cfg: dict[str, Any],
     body: dict[str, Any],
@@ -264,6 +552,9 @@ def execute_perp_options_start(
     dry_run: bool = False,
     persist: Optional[Callable[..., Any]] = None,
 ) -> dict[str, Any]:
+    refresh = refresh_po_option_quote_before_start(cfg, body)
+    if not refresh.get("ok"):
+        return {"ok": False, "msg": refresh.get("msg") or "启动前刷新卖一失败", "refresh": refresh}
     path = build_po_path_plan(body)
     results: list[dict[str, Any]] = []
     opt_res: Optional[dict[str, Any]] = None
@@ -278,6 +569,27 @@ def execute_perp_options_start(
             )
             results.append({"step": step["step"], **opt_res})
             if not opt_res.get("ok"):
+                # 永续已成、期权失败 → 可挂 partial 等补开期权
+                if (
+                    perp_res
+                    and perp_res.get("ok")
+                    and not dry_run
+                    and manual_complete_on_partial()
+                    and persist
+                ):
+                    return _park_partial(
+                        cfg,
+                        plan_type="perp_options",
+                        body=body,
+                        missing_leg="option_hedge",
+                        msg="永续已开、期权失败。计划已挂半腿待补，请在「进行中」补开期权",
+                        path=path,
+                        results=results,
+                        persist=persist,
+                        dry_run=dry_run,
+                        option=None,
+                        perp=perp_res,
+                    )
                 return {"ok": False, "msg": opt_res.get("msg") or "期权开仓失败", "path": path, "results": results}
         else:
             perp_res = _open_perp(
@@ -292,8 +604,7 @@ def execute_perp_options_start(
             )
             results.append({"step": step["step"], **perp_res})
             if not perp_res.get("ok"):
-                # 半腿补偿:期权已成 + 配置允许则平期权
+                if opt_res and opt_res.get("ok") and not dry_run and partial_auto_close_enabled():
-                if opt_res and opt_res.get("ok") and not dry_run and _env_bool("HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION", True):
                     close_r = _sell_option(
                         cfg,
                         inst_id=str(opt_res.get("inst_id") or body.get("opt_inst_id") or ""),
@@ -301,15 +612,37 @@ def execute_perp_options_start(
                     )
                     results.append({"step": "options_auto_close_on_perp_fail", **close_r})
                     msg = perp_res.get("msg") or "永续开仓失败"
-                if not dry_run:
+                    _notify_partial(cfg, "perp_options", msg, results)
-                    try:
+                    return {
-                        from lib.hedge_plan.hedge_plan_notify_lib import notify_partial_fail
+                        "ok": False,
-
+                        "msg": msg,
-                        notify_partial_fail(
+                        "path": path,
-                            cfg, plan_type="perp_options", msg=msg, results=results
+                        "results": results,
+                        "partial": True,
+                    }
+                if (
+                    opt_res
+                    and opt_res.get("ok")
+                    and not dry_run
+                    and manual_complete_on_partial()
+                    and persist
+                ):
+                    return _park_partial(
+                        cfg,
+                        plan_type="perp_options",
+                        body=body,
+                        missing_leg="perp",
+                        msg="期权已开、永续失败。计划已挂半腿待补，请在「进行中」补开永续",
+                        path=path,
+                        results=results,
+                        persist=persist,
+                        dry_run=dry_run,
+                        option=opt_res,
+                        perp=None,
                     )
-                    except Exception:
+                msg = perp_res.get("msg") or "永续开仓失败"
-                        pass
+                if not dry_run:
+                    _notify_partial(cfg, "perp_options", msg, results)
                 return {
                     "ok": False,
                     "msg": msg,
@@ -326,6 +659,7 @@ def execute_perp_options_start(
         "results": results,
         "option": opt_res,
         "perp": perp_res,
+        "refresh": refresh,
         "opened_at": _now(),
     }
     if persist and not dry_run:
@@ -340,6 +674,9 @@ def execute_options_options_start(
     dry_run: bool = False,
     persist: Optional[Callable[..., Any]] = None,
 ) -> dict[str, Any]:
+    refresh = refresh_oo_sizing_before_start(cfg, body)
+    if not refresh.get("ok"):
+        return {"ok": False, "msg": refresh.get("msg") or "启动前刷新卖一/张数失败", "refresh": refresh}
     path = build_oo_path_plan(body)
     results: list[dict[str, Any]] = []
     leg_a = body.get("leg_a") or {}
@@ -347,27 +684,55 @@ def execute_options_options_start(
     a_res = _buy_option(cfg, inst_id=str(leg_a.get("inst_id") or ""), sheets=float(leg_a.get("sheets") or 1), dry_run=dry_run)
     results.append({"step": "options_buy_limit", "leg": "a", **a_res})
     if not a_res.get("ok"):
-        return {"ok": False, "msg": a_res.get("msg") or "腿A开仓失败", "path": path, "results": results}
+        return {
+            "ok": False,
+            "msg": a_res.get("msg") or "腿A开仓失败",
+            "path": path,
+            "results": results,
+            "refresh": refresh,
+        }
     b_res = _buy_option(cfg, inst_id=str(leg_b.get("inst_id") or ""), sheets=float(leg_b.get("sheets") or 1), dry_run=dry_run)
     results.append({"step": "options_buy_limit", "leg": "b", **b_res})
     if not b_res.get("ok"):
-        if not dry_run and _env_bool("HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION", True):
+        if not dry_run and partial_auto_close_enabled():
             close_r = _sell_option(cfg, inst_id=str(a_res.get("inst_id") or ""), sheets=float(a_res.get("sheets") or 1))
             results.append({"step": "options_auto_close_leg_a", **close_r})
             msg = b_res.get("msg") or "腿B开仓失败"
-        if not dry_run:
+            _notify_partial(cfg, "options_options", msg, results)
-            try:
-                from lib.hedge_plan.hedge_plan_notify_lib import notify_partial_fail
-
-                notify_partial_fail(cfg, plan_type="options_options", msg=msg, results=results)
-            except Exception:
-                pass
             return {
                 "ok": False,
                 "msg": msg,
                 "path": path,
                 "results": results,
                 "partial": True,
+                "refresh": refresh,
+            }
+        if not dry_run and manual_complete_on_partial() and persist:
+            out_p = _park_partial(
+                cfg,
+                plan_type="options_options",
+                body=body,
+                missing_leg="option_b",
+                msg="腿A已开、腿B失败。计划已挂半腿待补，请在「进行中」补开腿B",
+                path=path,
+                results=results,
+                persist=persist,
+                dry_run=dry_run,
+                leg_a=a_res,
+                leg_b=None,
+            )
+            out_p["refresh"] = refresh
+            return out_p
+        msg = b_res.get("msg") or "腿B开仓失败"
+        if not dry_run:
+            _notify_partial(cfg, "options_options", msg, results)
+        return {
+            "ok": False,
+            "msg": msg,
+            "path": path,
+            "results": results,
+            "partial": True,
+            "refresh": refresh,
         }
     out = {
         "ok": True,
@@ -377,6 +742,7 @@ def execute_options_options_start(
         "results": results,
         "leg_a": a_res,
         "leg_b": b_res,
+        "refresh": refresh,
         "opened_at": _now(),
     }
     if persist and not dry_run:
@@ -384,6 +750,73 @@ def execute_options_options_start(
     return out
 
 
+def execute_complete_missing_leg(
+    cfg: dict[str, Any],
+    plan: dict[str, Any],
+    legs: list[dict[str, Any]],
+    start_body: dict[str, Any],
+    *,
+    dry_run: bool = False,
+) -> dict[str, Any]:
+    """对 partial 计划补开缺失腿;成功后由调用方把计划升为 active."""
+    missing = None
+    for leg in legs:
+        if str(leg.get("status") or "").lower() == "pending":
+            missing = leg
+            break
+    if not missing:
+        return {"ok": False, "msg": "没有待补开的腿"}
+    role = str(missing.get("leg_role") or "")
+    results: list[dict[str, Any]] = []
+    if role == "perp":
+        res = _open_perp(
+            cfg,
+            symbol=str(start_body.get("exchange_symbol") or missing.get("symbol") or ""),
+            direction=str(start_body.get("direction") or "long"),
+            contracts=float(start_body.get("contracts") or missing.get("size") or 0),
+            leverage=int(start_body.get("leverage") or 10),
+            tp=float(start_body["tp"]),
+            sl=float(start_body["sl"]),
+            dry_run=dry_run,
+        )
+        results.append({"step": "perp_market_open", "complete": True, **res})
+        if not res.get("ok"):
+            return {"ok": False, "msg": res.get("msg") or "补开永续失败", "results": results, "leg_role": role}
+        return {
+            "ok": True,
+            "leg_role": role,
+            "leg_id": missing.get("id"),
+            "results": results,
+            "fill": res,
+            "opened_at": _now(),
+        }
+    if role in ("option_hedge", "option_b", "option_a"):
+        if role == "option_b":
+            src = start_body.get("leg_b") or {}
+            inst = str(src.get("inst_id") or missing.get("inst_id") or "")
+            sheets = float(src.get("sheets") or missing.get("size") or 1)
+        elif role == "option_a":
+            src = start_body.get("leg_a") or {}
+            inst = str(src.get("inst_id") or missing.get("inst_id") or "")
+            sheets = float(src.get("sheets") or missing.get("size") or 1)
+        else:
+            inst = str(start_body.get("opt_inst_id") or missing.get("inst_id") or "")
+            sheets = float(start_body.get("sheets") or missing.get("size") or 1)
+        res = _buy_option(cfg, inst_id=inst, sheets=sheets, dry_run=dry_run)
+        results.append({"step": "options_buy_limit", "complete": True, "leg_role": role, **res})
+        if not res.get("ok"):
+            return {"ok": False, "msg": res.get("msg") or "补开期权失败", "results": results, "leg_role": role}
+        return {
+            "ok": True,
+            "leg_role": role,
+            "leg_id": missing.get("id"),
+            "results": results,
+            "fill": res,
+            "opened_at": _now(),
+        }
+    return {"ok": False, "msg": f"未知待补腿: {role}"}
+
+
 def validate_start_body(plan_type: str, body: dict[str, Any]) -> Optional[str]:
     pt = (plan_type or "").strip().lower()
     if pt == "perp_options":
@@ -427,3 +860,142 @@ def dump_preview(preview: Any) -> str:
         return json.dumps(preview, ensure_ascii=False)[:8000]
     except Exception:
         return ""
+
+
+def _live_option_pos_sheets(ex: Any, inst_id: str) -> float:
+    from lib.exchange.okx_options_lib import fetch_option_positions
+
+    inst_id = (inst_id or "").strip()
+    if not inst_id or ex is None:
+        return 0.0
+    rows = fetch_option_positions(ex)
+    if rows is None:
+        return -1.0  # API 失败:未知
+    for r in rows:
+        if str(r.get("instId") or "").strip() != inst_id:
+            continue
+        try:
+            return abs(float(r.get("pos") or 0))
+        except (TypeError, ValueError):
+            return 0.0
+    return 0.0
+
+
+def _sync_plan_status_after_leg_fix(conn: Any, plan_id: int) -> None:
+    """腿状态校正后:有 open + pending → partial."""
+    from lib.hedge_plan.hedge_plan_db import get_plan, get_plan_legs, update_plan
+
+    plan = get_plan(conn, int(plan_id))
+    if not plan:
+        return
+    pst = str(plan.get("status") or "")
+    if pst not in ("opening", "active", "partial"):
+        return
+    legs = get_plan_legs(conn, int(plan_id))
+    statuses = [str(l.get("status") or "").lower() for l in legs]
+    n_open = sum(1 for s in statuses if s == "open")
+    n_pending = sum(1 for s in statuses if s == "pending")
+    if n_pending and n_open:
+        update_plan(conn, int(plan_id), status="partial", close_reason="partial_fail")
+
+
+def reconcile_unfilled_option_legs(cfg: dict[str, Any], conn: Any, plan_id: int) -> list[str]:
+    """未成交却标 open 的期权腿 → pending(可补开);不显示成持仓."""
+    from lib.hedge_plan.hedge_plan_db import get_plan_legs, update_leg
+    from lib.exchange.okx_options_lib import fetch_option_order
+
+    ex = cfg.get("exchange_options")
+    notes: list[str] = []
+    legs = get_plan_legs(conn, int(plan_id))
+    for leg in legs:
+        role = str(leg.get("leg_role") or "")
+        if not role.startswith("option"):
+            continue
+        st = str(leg.get("status") or "").lower()
+        if st != "open":
+            continue
+        inst = str(leg.get("inst_id") or "").strip()
+        oid = str(leg.get("exchange_ord_id") or "").strip()
+        leg_id = int(leg["id"])
+        sheets = _live_option_pos_sheets(ex, inst)
+        if sheets < 0:
+            continue  # 查仓失败不改
+        if sheets >= 1:
+            continue
+        # 无实仓:再看订单是否已成交(仍挂单只改 pending,不撤单)
+        if ex is not None and inst and oid:
+            od = fetch_option_order(ex, inst_id=inst, ord_id=oid)
+            if od.get("ok"):
+                acc = float(od.get("acc_fill_sz") or 0)
+                ostate = str(od.get("state") or "")
+                if acc >= 1 or ostate == "filled":
+                    continue  # 有成交但仓位暂未同步,暂不改
+        update_leg(
+            conn,
+            leg_id,
+            status="pending",
+            close_reason=None,
+            closed_at=None,
+            avg_open=None,
+            premium=0,
+        )
+        notes.append(f"{inst} 无成交却标open→pending")
+    if notes:
+        _sync_plan_status_after_leg_fix(conn, int(plan_id))
+    return notes
+
+
+def execute_manual_end_plan(cfg: dict[str, Any], conn: Any, plan_id: int) -> dict[str, Any]:
+    """人工结束进行中计划:不自动平仓;未成交腿标 cancelled."""
+    from lib.hedge_plan.hedge_plan_db import get_plan, get_plan_legs, update_leg, update_plan
+    from lib.hedge_plan.hedge_plan_notify_lib import notify_plan_end
+    from lib.exchange.okx_options_lib import cancel_option_order
+
+    plan = get_plan(conn, int(plan_id))
+    if not plan:
+        return {"ok": False, "msg": "计划不存在"}
+    st = str(plan.get("status") or "")
+    if st not in ("opening", "active", "partial"):
+        return {"ok": False, "msg": f"当前状态 {st or '—'} 不可结束"}
+
+    notes = reconcile_unfilled_option_legs(cfg, conn, int(plan_id))
+    ex = cfg.get("exchange_options")
+    legs = get_plan_legs(conn, int(plan_id))
+    for leg in legs:
+        lst = str(leg.get("status") or "").lower()
+        inst = str(leg.get("inst_id") or "").strip()
+        oid = str(leg.get("exchange_ord_id") or "").strip()
+        if lst == "pending":
+            if ex is not None and inst and oid:
+                cancel_option_order(ex, inst_id=inst, ord_id=oid)
+            update_leg(
+                conn,
+                int(leg["id"]),
+                status="cancelled",
+                close_reason="manual_end",
+                closed_at=_now(),
+                avg_open=None,
+                premium=0,
+            )
+            notes.append(f"{inst or leg.get('leg_role')} 待补→cancelled")
+
+    update_plan(
+        conn,
+        int(plan_id),
+        status="closed",
+        close_reason="manual",
+        closed_at=_now(),
+        note=((plan.get("note") or "") + " · 人工结束(不平仓)").strip(" ·")[:500],
+    )
+    plan2 = get_plan(conn, int(plan_id))
+    if plan2:
+        try:
+            notify_plan_end(cfg, conn, plan2)
+        except Exception:
+            pass
+    return {
+        "ok": True,
+        "plan_id": int(plan_id),
+        "msg": "计划已结束(未自动平仓;有持仓请自行平掉)",
+        "notes": notes,
+    }

lib/hedge_plan/hedge_plan_register.py

@@ -2,7 +2,7 @@
 from __future__ import annotations
 
 import os
-from typing import Any
+from typing import Any, Optional
 
 from flask import Flask, jsonify, request
 from jinja2 import ChoiceLoader, FileSystemLoader
@@ -97,6 +97,11 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "chain_max_dte": float(os.getenv("OKX_OPTIONS_CHAIN_MAX_DTE_DAYS") or os.getenv("OKX_OPTIONS_MAX_DTE_DAYS") or "14"),
         "perp_account_label": (os.getenv("OKX_ACCOUNT_LABEL") or "合约账户").strip(),
         "options_account_label": (os.getenv("OKX_OPTIONS_ACCOUNT_LABEL") or "期权账户").strip(),
+        "trade_budget_usdc": float(os.getenv("OKX_OPTIONS_TRADE_BUDGET_USDC") or "10"),
+        # 对冲专用缓冲;与期权页 OKX_OPTIONS_BUDGET_BUFFER 独立
+        "budget_buffer": float(os.getenv("HEDGE_PLAN_BUDGET_BUFFER") or "0.95"),
+        "oo_bias_split_by": _oo_bias_split_by(),
+        "oo_bias_ratio": _oo_bias_ratio(),
         "live_trading": _env_bool("LIVE_TRADING_ENABLED", False),
         "send_wechat": getattr(app_module, "send_wechat_msg", None),
     }
@@ -106,6 +111,40 @@ def _hedge_enabled() -> bool:
     return _env_bool("HEDGE_PLAN_ENABLED", False)
 
 
+def _show_perp_options() -> bool:
+    return _env_bool("HEDGE_PLAN_SHOW_PERP_OPTIONS", True)
+
+
+def _show_options_options() -> bool:
+    return _env_bool("HEDGE_PLAN_SHOW_OPTIONS_OPTIONS", True)
+
+
+def _oo_close_mode_enabled() -> bool:
+    return _env_bool("HEDGE_PLAN_OO_CLOSE_MODE_ENABLED", True)
+
+
+def _oo_bias_split_by() -> str:
+    from lib.hedge_plan.hedge_plan_calc_lib import _normalize_oo_bias_split_by
+
+    return _normalize_oo_bias_split_by(os.getenv("HEDGE_PLAN_OO_BIAS_SPLIT_BY") or "budget")
+
+
+def _oo_bias_ratio() -> float:
+    from lib.hedge_plan.hedge_plan_calc_lib import _clamp_oo_bias_ratio
+
+    return _clamp_oo_bias_ratio(os.getenv("HEDGE_PLAN_OO_BIAS_RATIO") or "0.7")
+
+
+def _normalize_oo_close_mode(raw: Any) -> str:
+    """方案C关闭时强制 hold_expiry;开启时默认 close_all."""
+    if not _oo_close_mode_enabled():
+        return "hold_expiry"
+    v = str(raw or "close_all").strip().lower()
+    if v in ("hold_expiry", "hold_to_expiry", "expiry", "到期平"):
+        return "hold_expiry"
+    return "close_all"
+
+
 def _live_order() -> bool:
     return _env_bool("HEDGE_PLAN_LIVE_ORDER", False)
 
@@ -119,18 +158,35 @@ def _max_active() -> int:
 
 def _gates_dict(cfg: dict[str, Any], plan_type: str) -> dict[str, Any]:
     active = 0
+    has_standalone = False
+    mutual = True
     try:
+        from lib.hedge_plan.hedge_options_exclusive_lib import (
+            has_standalone_option_position,
+            mutual_exclusive_enabled,
+        )
         from lib.hedge_plan.hedge_plan_db import count_active_plans, init_hedge_plan_tables
 
+        mutual = mutual_exclusive_enabled()
         conn = cfg["get_db"]()
         try:
             init_hedge_plan_tables(conn)
             active = count_active_plans(conn)
+            if mutual:
+                try:
+                    from lib.exchange.okx_options_lib import fetch_option_positions
+
+                    ex = cfg.get("exchange_options") or cfg.get("exchange")
+                    raw = fetch_option_positions(ex) if ex is not None else []
+                    has_standalone = has_standalone_option_position(conn, raw or [])
+                except Exception:
+                    has_standalone = False
             conn.commit()
         finally:
             conn.close()
     except Exception:
         active = 0
+        has_standalone = False
     return gate_status(
         hedge_enabled=_hedge_enabled(),
         sizing_mode=load_position_sizing_mode(),
@@ -140,9 +196,23 @@ def _gates_dict(cfg: dict[str, Any], plan_type: str) -> dict[str, Any]:
         live_trading=bool(cfg.get("live_trading")) or _env_bool("LIVE_TRADING_ENABLED", False),
         active_count=active,
         max_active=_max_active(),
+        show_perp_options=_show_perp_options(),
+        show_options_options=_show_options_options(),
+        mutual_exclusive=mutual,
+        has_standalone_option=has_standalone,
     )
 
 
+def _gates_public(cfg: dict[str, Any], plan_type: str) -> dict[str, Any]:
+    g = _gates_dict(cfg, plan_type)
+    g["oo_close_mode_enabled"] = _oo_close_mode_enabled()
+    g["oo_close_mode_default"] = "close_all" if _oo_close_mode_enabled() else "hold_expiry"
+    g["oo_bias_split_by"] = _oo_bias_split_by()
+    g["oo_bias_ratio"] = _oo_bias_ratio()
+    g["budget_buffer"] = float(cfg.get("budget_buffer") or 0.95)
+    return g
+
+
 def _maybe_start_monitor(cfg: dict[str, Any]) -> None:
     if not _hedge_enabled():
         return
@@ -171,6 +241,18 @@ def _maybe_start_monitor(cfg: dict[str, Any]) -> None:
     cfg["hedge_monitor_thread"] = t
 
 
+def _start_body_json(body: dict[str, Any], missing_leg: Optional[str] = None) -> str:
+    import json
+
+    try:
+        return json.dumps(
+            {"start_body": body, "missing_leg": missing_leg},
+            ensure_ascii=False,
+        )[:8000]
+    except Exception:
+        return ""
+
+
 def _persist_po(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any]) -> int:
     from lib.hedge_plan.hedge_plan_db import (
         get_plan,
@@ -184,25 +266,36 @@ def _persist_po(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
     conn = cfg["get_db"]()
     try:
         init_hedge_plan_tables(conn)
+        is_partial = bool(result.get("partial"))
+        missing = str(result.get("missing_leg") or "") if is_partial else ""
         opt = result.get("option") or {}
         perp = result.get("perp") or {}
-        premium = float(opt.get("premium") or 0)
+        if is_partial:
+            opt_ok = missing != "option_hedge" and bool(result.get("option"))
+            perp_ok = missing != "perp" and bool(result.get("perp"))
+        else:
+            opt_ok = True
+            perp_ok = True
+        premium = float((opt or {}).get("premium") or 0) if opt_ok else 0.0
         plan_id = insert_plan(
             conn,
             {
                 "plan_type": "perp_options",
-                "status": "active",
+                "status": "partial" if is_partial else "active",
                 "underlying": str(body.get("underlying") or "ETH").upper(),
                 "direction": str(body.get("direction") or "long"),
                 "entry_mark": float(body.get("entry") or 0),
                 "tp": float(body.get("tp") or 0),
                 "sl": float(body.get("sl") or 0),
                 "sizing_mode_at_open": load_position_sizing_mode(),
-                "perp_size": float(perp.get("contracts") or body.get("contracts") or 0),
+                "perp_size": float((perp or {}).get("contracts") or body.get("contracts") or 0),
                 "margin": body.get("margin"),
                 "leverage": float(body.get("leverage") or 10),
                 "premium_total": premium,
+                "preview_json": _start_body_json(body, missing or None),
+                "close_reason": "partial_fail" if is_partial else None,
                 "opened_at": result.get("opened_at"),
+                "note": (result.get("msg") or "")[:500] if is_partial else None,
             },
         )
         insert_leg(
@@ -212,11 +305,11 @@ def _persist_po(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
                 "leg_role": "perp",
                 "symbol": str(body.get("exchange_symbol") or ""),
                 "side": str(body.get("direction") or "long"),
-                "size": float(perp.get("contracts") or body.get("contracts") or 0),
+                "size": float((perp or {}).get("contracts") or body.get("contracts") or 0),
-                "avg_open": float(body.get("entry") or 0),
+                "avg_open": float(body.get("entry") or 0) if perp_ok else None,
-                "status": "open",
+                "status": "open" if perp_ok else "pending",
-                "exchange_ord_id": str(perp.get("exchange_ord_id") or ""),
+                "exchange_ord_id": str((perp or {}).get("exchange_ord_id") or ""),
-                "opened_at": result.get("opened_at"),
+                "opened_at": result.get("opened_at") if perp_ok else None,
             },
         )
         insert_leg(
@@ -224,19 +317,20 @@ def _persist_po(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
             {
                 "plan_id": plan_id,
                 "leg_role": "option_hedge",
-                "inst_id": str(opt.get("inst_id") or body.get("opt_inst_id") or ""),
+                "inst_id": str((opt or {}).get("inst_id") or body.get("opt_inst_id") or ""),
-                "opt_type": str(opt.get("opt_type") or body.get("opt_type") or ""),
+                "opt_type": str((opt or {}).get("opt_type") or body.get("opt_type") or ""),
-                "strike": opt.get("strike") or body.get("strike"),
+                "strike": (opt or {}).get("strike") or body.get("strike"),
                 "side": "buy",
-                "size": float(opt.get("sheets") or body.get("sheets") or 1),
+                "size": float((opt or {}).get("sheets") or body.get("sheets") or 1),
-                "avg_open": float(opt.get("ask") or 0),
+                "avg_open": float((opt or {}).get("ask") or 0) if opt_ok else None,
-                "premium": premium,
+                "premium": premium if opt_ok else 0,
-                "status": "open",
+                "status": "open" if opt_ok else "pending",
-                "exchange_ord_id": str(opt.get("exchange_ord_id") or ""),
+                "exchange_ord_id": str((opt or {}).get("exchange_ord_id") or ""),
-                "opened_at": result.get("opened_at"),
+                "opened_at": result.get("opened_at") if opt_ok else None,
             },
         )
         conn.commit()
+        if not is_partial:
             plan = get_plan(conn, plan_id)
             legs = get_plan_legs(conn, plan_id)
             if plan:
@@ -260,14 +354,20 @@ def _persist_oo(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
     conn = cfg["get_db"]()
     try:
         init_hedge_plan_tables(conn)
+        is_partial = bool(result.get("partial"))
+        missing = str(result.get("missing_leg") or "") if is_partial else ""
         a = result.get("leg_a") or {}
         b = result.get("leg_b") or {}
-        premium = float(a.get("premium") or 0) + float(b.get("premium") or 0)
+        a_ok = True if not is_partial else bool(result.get("leg_a"))
+        b_ok = True if not is_partial else (missing != "option_b" and bool(result.get("leg_b")))
+        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
+        )
         plan_id = insert_plan(
             conn,
             {
                 "plan_type": "options_options",
-                "status": "active",
+                "status": "partial" if is_partial else "active",
                 "underlying": str(body.get("underlying") or "ETH").upper(),
                 "target_price": float(
                     body.get("target_price_up")
@@ -286,28 +386,36 @@ def _persist_oo(cfg: dict[str, Any], result: dict[str, Any], body: dict[str, Any
                 ),
                 "sizing_mode_at_open": load_position_sizing_mode(),
                 "premium_total": premium,
+                "oo_close_mode": _normalize_oo_close_mode(body.get("oo_close_mode")),
+                "preview_json": _start_body_json(body, missing or None),
+                "close_reason": "partial_fail" if is_partial else None,
                 "opened_at": result.get("opened_at"),
+                "note": (result.get("msg") or "")[:500] if is_partial else None,
             },
         )
-        for role, res, src in (("option_a", a, body.get("leg_a") or {}), ("option_b", b, body.get("leg_b") or {})):
+        for role, res, src, ok in (
+            ("option_a", a, body.get("leg_a") or {}, a_ok),
+            ("option_b", b, body.get("leg_b") or {}, b_ok),
+        ):
             insert_leg(
                 conn,
                 {
                     "plan_id": plan_id,
                     "leg_role": role,
-                    "inst_id": str(res.get("inst_id") or src.get("inst_id") or ""),
+                    "inst_id": str((res or {}).get("inst_id") or src.get("inst_id") or ""),
-                    "opt_type": str(res.get("opt_type") or src.get("opt_type") or ""),
+                    "opt_type": str((res or {}).get("opt_type") or src.get("opt_type") or ""),
-                    "strike": res.get("strike") or src.get("strike"),
+                    "strike": (res or {}).get("strike") or src.get("strike"),
                     "side": "buy",
-                    "size": float(res.get("sheets") or src.get("sheets") or 1),
+                    "size": float((res or {}).get("sheets") or src.get("sheets") or 1),
-                    "avg_open": float(res.get("ask") or 0),
+                    "avg_open": float((res or {}).get("ask") or 0) if ok else None,
-                    "premium": float(res.get("premium") or 0),
+                    "premium": float((res or {}).get("premium") or 0) if ok else 0,
-                    "status": "open",
+                    "status": "open" if ok else "pending",
-                    "exchange_ord_id": str(res.get("exchange_ord_id") or ""),
+                    "exchange_ord_id": str((res or {}).get("exchange_ord_id") or ""),
-                    "opened_at": result.get("opened_at"),
+                    "opened_at": result.get("opened_at") if ok else None,
                 },
             )
         conn.commit()
+        if not is_partial:
             plan = get_plan(conn, plan_id)
             legs = get_plan_legs(conn, plan_id)
             if plan:
@@ -335,7 +443,7 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
     @lr
     def api_hedge_gates():
         plan_type = (request.args.get("plan_type") or "perp_options").strip()
-        return jsonify({"ok": True, **_gates_dict(cfg, plan_type)})
+        return jsonify({"ok": True, **_gates_public(cfg, plan_type)})
 
     @app.route("/api/hedge-plan/market")
     @lr
@@ -395,6 +503,8 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 "account_label": cfg.get("options_account_label") or "期权账户",
                 "account_note": "期权腿使用期权账户(交易 USDC)",
                 "options_account": opt_acct,
+                "trade_budget_usdc": cfg.get("trade_budget_usdc"),
+                "budget_buffer": cfg.get("budget_buffer"),
             }
         )
 
@@ -482,6 +592,130 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
         out["gates"] = gates
         return jsonify(out), (200 if out.get("ok") else 400)
 
+    @app.route("/api/hedge-plan/<int:plan_id>/end", methods=["POST"])
+    @lr
+    def api_hedge_end_plan(plan_id: int):
+        """人工结束进行中计划:不自动平仓;未成交腿改为 cancelled."""
+        from lib.hedge_plan.hedge_plan_db import init_hedge_plan_tables
+        from lib.hedge_plan.hedge_plan_orders_lib import execute_manual_end_plan
+
+        conn = cfg["get_db"]()
+        try:
+            init_hedge_plan_tables(conn)
+            out = execute_manual_end_plan(cfg, conn, plan_id)
+            if not out.get("ok"):
+                return jsonify(out), 400
+            conn.commit()
+        finally:
+            conn.close()
+        return jsonify(out)
+
+    @app.route("/api/hedge-plan/<int:plan_id>/complete-leg", methods=["POST"])
+    @lr
+    def api_hedge_complete_leg(plan_id: int):
+        """半腿待补:手动补开缺失腿,成功后升为 active."""
+        import json
+
+        from lib.hedge_plan.hedge_plan_db import (
+            get_plan,
+            get_plan_legs,
+            init_hedge_plan_tables,
+            update_leg,
+            update_plan,
+        )
+        from lib.hedge_plan.hedge_plan_notify_lib import notify_plan_start
+        from lib.hedge_plan.hedge_plan_orders_lib import execute_complete_missing_leg
+
+        body = request.get_json(silent=True) or {}
+        dry_run = bool(body.get("dry_run")) or _env_bool("HEDGE_PLAN_DRY_RUN", False)
+        conn = cfg["get_db"]()
+        try:
+            init_hedge_plan_tables(conn)
+            plan = get_plan(conn, plan_id)
+            if not plan:
+                return jsonify({"ok": False, "msg": "计划不存在"}), 404
+            if str(plan.get("status") or "") != "partial":
+                return jsonify({"ok": False, "msg": "仅半腿待补(partial)计划可补开"}), 400
+            legs = get_plan_legs(conn, plan_id)
+            start_body: dict[str, Any] = {}
+            try:
+                meta = json.loads(plan.get("preview_json") or "{}")
+                if isinstance(meta, dict):
+                    start_body = dict(meta.get("start_body") or {})
+            except Exception:
+                start_body = {}
+            if not start_body:
+                return jsonify({"ok": False, "msg": "缺少开仓参数,无法补开"}), 400
+            # 允许请求体覆盖少量字段
+            for k in ("contracts", "leverage", "sheets", "tp", "sl"):
+                if body.get(k) not in (None, ""):
+                    start_body[k] = body.get(k)
+            out = execute_complete_missing_leg(
+                cfg, plan, legs, start_body, dry_run=dry_run
+            )
+            if not out.get("ok"):
+                return jsonify(out), 400
+            if dry_run:
+                return jsonify(out)
+            fill = out.get("fill") or {}
+            leg_id = out.get("leg_id")
+            role = str(out.get("leg_role") or "")
+            opened_at = out.get("opened_at")
+            if leg_id:
+                if role == "perp":
+                    update_leg(
+                        conn,
+                        int(leg_id),
+                        status="open",
+                        size=float(fill.get("contracts") or start_body.get("contracts") or 0),
+                        avg_open=float(start_body.get("entry") or plan.get("entry_mark") or 0),
+                        exchange_ord_id=str(fill.get("exchange_ord_id") or ""),
+                        opened_at=opened_at,
+                    )
+                    update_plan(
+                        conn,
+                        plan_id,
+                        status="active",
+                        close_reason=None,
+                        note=None,
+                        perp_size=float(fill.get("contracts") or start_body.get("contracts") or 0),
+                    )
+                else:
+                    prem = float(fill.get("premium") or 0)
+                    update_leg(
+                        conn,
+                        int(leg_id),
+                        status="open",
+                        size=float(fill.get("sheets") or start_body.get("sheets") or 1),
+                        avg_open=float(fill.get("ask") or 0),
+                        premium=prem,
+                        exchange_ord_id=str(fill.get("exchange_ord_id") or ""),
+                        opened_at=opened_at,
+                        inst_id=str(fill.get("inst_id") or ""),
+                    )
+                    old_prem = float(plan.get("premium_total") or 0)
+                    update_plan(
+                        conn,
+                        plan_id,
+                        status="active",
+                        close_reason=None,
+                        note=None,
+                        premium_total=old_prem + prem,
+                    )
+            conn.commit()
+            plan2 = get_plan(conn, plan_id)
+            legs2 = get_plan_legs(conn, plan_id)
+            if plan2:
+                notify_plan_start(cfg, conn, plan2, legs2)
+                conn.commit()
+            out["plan_id"] = plan_id
+            out["status"] = "active"
+            out["plan"] = plan2
+            out["legs"] = legs2
+            return jsonify(out)
+        finally:
+            conn.close()
+
     @app.route("/api/hedge-plan/list")
     @lr
     def api_hedge_list():
@@ -530,6 +764,7 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             init_hedge_plan_tables,
             list_plans,
         )
+        from lib.hedge_plan.hedge_plan_orders_lib import reconcile_unfilled_option_legs
 
         conn = cfg["get_db"]()
         try:
@@ -538,6 +773,16 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             for status in ("opening", "active", "partial"):
                 rows.extend(list_plans(conn, status=status, limit=80))
             rows.sort(key=lambda row: int(row.get("id") or 0), reverse=True)
+            for row in rows:
+                try:
+                    reconcile_unfilled_option_legs(cfg, conn, int(row["id"]))
+                except Exception:
+                    pass
+            # 校正后可能 status 变化,重新拉一遍
+            rows = []
+            for status in ("opening", "active", "partial"):
+                rows.extend(list_plans(conn, status=status, limit=80))
+            rows.sort(key=lambda row: int(row.get("id") or 0), reverse=True)
             plans = attach_legs_to_plans(conn, rows)
             conn.commit()
         finally:
@@ -567,6 +812,7 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             init_hedge_plan_tables,
             legs_contract_summary,
         )
+        from lib.hedge_plan.hedge_plan_orders_lib import reconcile_unfilled_option_legs
 
         conn = cfg["get_db"]()
         try:
@@ -574,6 +820,10 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
             plan = get_plan(conn, plan_id)
             if not plan:
                 return jsonify({"ok": False, "msg": "计划不存在"}), 404
+            # 打开细节时校正:无成交却标 open → cancelled
+            if str(plan.get("status") or "") in ("opening", "active", "partial"):
+                reconcile_unfilled_option_legs(cfg, conn, plan_id)
+                plan = get_plan(conn, plan_id) or plan
             legs = get_plan_legs(conn, plan_id)
             conn.commit()
         finally:

lib/hedge_plan/hedge_plan_settle_lib.py

@@ -1,12 +1,17 @@
 """对冲计划结算辅助:到期内在价值与期权腿收口."""
 from __future__ import annotations
 
+import os
 import time
-from typing import Any, Optional
+from datetime import datetime
+from typing import Any, Callable, Optional
+from zoneinfo import ZoneInfo
 
-from lib.exchange.okx_options_lib import normalize_option_exp_ms
+from lib.exchange.okx_options_lib import normalize_option_exp_ms, resolve_option_close_from_history
 from lib.hedge_plan.hedge_plan_calc_lib import option_expiry_pnl
 
+_APP_TZ = ZoneInfo((os.getenv("APP_TIMEZONE") or os.getenv("TZ") or "Asia/Shanghai").strip() or "Asia/Shanghai")
+
 
 def _sf(v: Any) -> Optional[float]:
     try:
@@ -60,3 +65,149 @@ def all_option_legs_expired(legs: list[dict[str, Any]], *, now_ms: Optional[int]
     if not opts:
         return False
     return all(leg_is_expired(x, now_ms=now_ms) for x in opts)
+
+
+def _parse_opened_ms(raw: Any) -> Optional[int]:
+    """墙钟开仓时间 → UTC ms.库内时间为业务时区(默认 Asia/Shanghai),不可当 UTC."""
+    if raw is None or raw == "":
+        return None
+    s = str(raw).strip()
+    if not s:
+        return None
+    for fmt, ln in (("%Y-%m-%d %H:%M:%S", 19), ("%Y-%m-%d %H:%M:%f", 26), ("%Y-%m-%d %H:%M", 16)):
+        try:
+            dt = datetime.strptime(s[:ln], fmt).replace(tzinfo=_APP_TZ)
+            return int(dt.timestamp() * 1000)
+        except ValueError:
+            continue
+    return None
+
+
+def resolve_option_leg_realized_pnl(
+    *,
+    ex: Any = None,
+    leg: dict[str, Any],
+    fallback: Optional[float] = None,
+    fetch_history_fn: Optional[Callable[[str], list[dict[str, Any]]]] = None,
+    hist_rows: Optional[list[dict[str, Any]]] = None,
+) -> tuple[Optional[float], str]:
+    """
+    期权腿已实现盈亏:优先 OKX positions-history realizedPnl.
+    返回 (pnl, source) source=exchange|fallback|none.
+    """
+    inst_id = str(leg.get("inst_id") or "").strip()
+    open_ms = _parse_opened_ms(leg.get("opened_at"))
+    rows = hist_rows
+    if rows is None and inst_id:
+        try:
+            if callable(fetch_history_fn):
+                rows = fetch_history_fn(inst_id)
+            elif ex is not None:
+                from lib.exchange.okx_options_lib import fetch_option_position_history
+
+                rows = fetch_option_position_history(ex, inst_id)
+        except Exception:
+            rows = None
+    if rows:
+        info = resolve_option_close_from_history(rows, open_ms=open_ms)
+        pnl = _sf((info or {}).get("realized_pnl")) if info else None
+        if pnl is not None:
+            return round(float(pnl), 4), "exchange"
+    if fallback is not None:
+        return round(float(fallback), 4), "fallback"
+    return None, "none"
+
+
+def backfill_hedge_option_legs_realized_pnl(
+    conn: Any,
+    hist_rows: list[dict[str, Any]],
+    *,
+    update_plan_fn: Optional[Callable[..., Any]] = None,
+) -> dict[str, int]:
+    """用交易所历史覆盖已平期权腿盈亏,并重算已结束计划合计."""
+    from lib.hedge_plan.hedge_plan_db import get_plan, get_plan_legs, update_plan
+
+    by_inst: dict[str, list[dict[str, Any]]] = {}
+    for raw in hist_rows or []:
+        if not isinstance(raw, dict):
+            continue
+        inst = str(raw.get("instId") or "").strip()
+        if inst:
+            by_inst.setdefault(inst, []).append(raw)
+
+    legs = conn.execute(
+        """
+        SELECT * FROM hedge_plan_legs
+        WHERE status = 'closed'
+          AND inst_id IS NOT NULL AND TRIM(inst_id) != ''
+          AND (leg_role LIKE 'option%' OR opt_type IS NOT NULL)
+        ORDER BY id DESC
+        LIMIT 400
+        """
+    ).fetchall()
+    updated_legs = 0
+    touched_plans: set[int] = set()
+    for row in legs:
+        leg = dict(row)
+        inst = str(leg.get("inst_id") or "").strip()
+        if not inst or inst not in by_inst:
+            continue
+        pnl, src = resolve_option_leg_realized_pnl(
+            leg=leg,
+            hist_rows=by_inst[inst],
+            fallback=None,
+        )
+        if src != "exchange" or pnl is None:
+            continue
+        local = _sf(leg.get("realized_pnl"))
+        if local is not None and abs(local - pnl) < 1e-6:
+            continue
+        conn.execute(
+            "UPDATE hedge_plan_legs SET realized_pnl=? WHERE id=?",
+            (pnl, int(leg["id"])),
+        )
+        updated_legs += 1
+        touched_plans.add(int(leg["plan_id"]))
+
+    updated_plans = 0
+    updater = update_plan_fn or update_plan
+    for pid in touched_plans:
+        plan = get_plan(conn, pid)
+        if not plan or str(plan.get("status") or "") != "closed":
+            continue
+        plan_legs = get_plan_legs(conn, pid)
+        opt_sum = 0.0
+        for lg in plan_legs:
+            role = str(lg.get("leg_role") or "")
+            if not (role.startswith("option") or lg.get("opt_type")):
+                continue
+            if str(lg.get("status") or "") != "closed":
+                continue
+            opt_sum += float(_sf(lg.get("realized_pnl")) or 0.0)
+        perp = float(_sf(plan.get("realized_pnl_perp")) or 0.0)
+        ptype = str(plan.get("plan_type") or "")
+        if ptype == "options_options":
+            total = opt_sum
+            kwargs: dict[str, Any] = {
+                "realized_pnl_options": round(opt_sum, 4),
+                "realized_pnl_total": round(total, 4),
+            }
+        else:
+            total = perp + opt_sum
+            kwargs = {
+                "realized_pnl_perp": round(perp, 4),
+                "realized_pnl_options": round(opt_sum, 4),
+                "realized_pnl_total": round(total, 4),
+            }
+        old_total = _sf(plan.get("realized_pnl_total"))
+        old_opts = _sf(plan.get("realized_pnl_options"))
+        if (
+            old_total is not None
+            and abs(old_total - total) < 1e-6
+            and old_opts is not None
+            and abs(old_opts - opt_sum) < 1e-6
+        ):
+            continue
+        updater(conn, pid, **kwargs)
+        updated_plans += 1
+    return {"legs": updated_legs, "plans": updated_plans}

lib/hedge_plan/templates/hedge_plan_panel.html

@@ -2,6 +2,10 @@
      data-default-underly="{{ options_default_underly | default('ETH') }}"
      data-hedge-enabled="{{ '1' if hedge_plan_enabled else '0' }}"
      data-options-enabled="{{ '1' if options_enabled else '0' }}"
+     data-show-perp="{{ '1' if hedge_plan_show_perp_options | default(true) else '0' }}"
+     data-show-oo="{{ '1' if hedge_plan_show_options_options | default(true) else '0' }}"
+     data-oo-close-mode-enabled="{{ '1' if hedge_plan_oo_close_mode_enabled | default(true) else '0' }}"
+     data-budget-buffer="{{ hedge_plan_budget_buffer | default(0.95) }}"
      data-sizing-mode="{{ position_sizing_mode | default('risk') }}"
      data-is-full-margin="{{ '1' if position_sizing_mode == 'full_margin' else '0' }}">
   {% if not hedge_plan_enabled %}
@@ -10,6 +14,9 @@
   {% if not options_enabled %}
   <div class="flash" style="margin-bottom:12px">期权模块未启用,无法拉期权链.请先配置期权账户.</div>
   {% endif %}
+  {% if hedge_plan_enabled and not (hedge_plan_show_perp_options | default(true)) and not (hedge_plan_show_options_options | default(true)) %}
+  <div class="flash" style="margin-bottom:12px">永期与期期 Tab 均已隐藏:可在 <code>env配置 → 对冲计划</code> 打开显示开关;进行中/历史仍可查看.</div>
+  {% endif %}
 
   <div class="card hp-head-card">
     <div class="hp-head-row">
@@ -19,8 +26,12 @@
       <button type="button" class="btn-secondary" id="hp-refresh" title="刷新永续行情与期权链">刷新行情</button>
     </div>
     <div class="hp-tabs" role="tablist" aria-label="对冲计划分类">
-      <button type="button" class="hp-tab active" role="tab" aria-selected="true" data-tab="perp_options">永期对冲</button>
+      {% if hedge_plan_show_perp_options | default(true) %}
+      <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="perp_options">永期对冲</button>
+      {% endif %}
+      {% if hedge_plan_show_options_options | default(true) %}
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="options_options">期期对冲</button>
+      {% endif %}
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="active">进行中的计划</button>
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="history">历史记录</button>
       <button type="button" class="hp-tab" role="tab" aria-selected="false" data-tab="stats">统计分析</button>
@@ -31,37 +42,61 @@
 
   <div id="hp-tab-perp_options" class="hp-tab-panel" role="tabpanel">
     <div class="options-dual-grid" id="hp-po-layout">
-      <div class="card">
+      <div class="card hp-po-perp-card">
         <h2>永续 · <span id="hp-perp-uly-label">ETH</span> <span class="muted hp-acct-tag" id="hp-perp-acct-tag">合约账户</span></h2>
+        <details class="tip-collapse hp-rule-collapse">
+          <summary class="tip-collapse-summary">规则说明</summary>
+          <div class="tip-collapse-body rule-tip">
+            <p><strong>账户</strong>：永续腿走<strong>合约账户</strong>(USDT);保险期权走<strong>期权账户</strong>(USDC)。两账户分开下单、资金不互通。</p>
+            <p><strong>下单</strong>：先「计算」再「启动」。启动瞬间会再拉卖一并以 IOC 等完全成交;半腿失败可补开或「结束计划」(不平仓)。永期开仓需全仓计仓 + 对冲实盘门禁。</p>
+            <p><strong>板块</strong>：左填永续开仓/止盈止损与张数;右选保险腿(做多配 Put、做空配 Call)。止盈后保险腿默认可持有;止损会联动平期权。</p>
+          </div>
+        </details>
         <div class="form-row hp-uly-row">
           <button type="button" class="btn-secondary hp-uly-btn active" data-uly="ETH">ETH</button>
           <button type="button" class="btn-secondary hp-uly-btn" data-uly="BTC">BTC</button>
-          <select id="hp-direction">
-            <option value="long">做多</option>
-            <option value="short">做空</option>
-          </select>
         </div>
-        <div id="hp-perp-quote" class="muted hp-quote-line">加载中…</div>
+        <div class="hp-po-top">
-        <p class="muted hp-unit-hint">单位说明:价格=USDT · 张数=交易所<strong>永续合约张</strong>(精度与 OKX 下单一致) · 盈亏=USDT</p>
+          <div class="hp-oo-seg hp-po-dir-seg" role="group" aria-label="方向">
-        <div class="form-row" style="flex-wrap:wrap">
+            <button type="button" class="btn-secondary hp-po-dir is-selected" data-dir="long" title="做多永续"><span class="hp-oo-check" aria-hidden="true">✓</span>做多</button>
-          <label>开仓价 <span class="hp-unit">USDT</span> <input type="number" step="any" id="hp-entry" /></label>
+            <button type="button" class="btn-secondary hp-po-dir" data-dir="short" title="做空永续"><span class="hp-oo-check" aria-hidden="true">✓</span>做空</button>
-          <label>止盈 <span class="hp-unit">USDT</span> <input type="number" step="any" id="hp-tp" /></label>
+          </div>
-          <label>止损 <span class="hp-unit">USDT</span> <input type="number" step="any" id="hp-sl" /></label>
+          <span id="hp-po-mark" class="hp-po-mark" aria-live="polite">标记 —</span>
-          <label>张数 <span class="hp-unit">合约张</span> <input type="number" step="any" id="hp-contracts" /></label>
+        </div>
+        <p id="hp-perp-quote" class="muted hp-po-meta">加载中…</p>
+        <div class="hp-po-fields">
+          <label class="hp-po-field">
+            <span class="hp-po-field-lab">开仓价 <em>USDT</em></span>
+            <input type="number" step="any" id="hp-entry" placeholder="入场价" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+          </label>
+          <label class="hp-po-field">
+            <span class="hp-po-field-lab">张数 <em>合约张</em></span>
+            <input type="number" step="any" id="hp-contracts" placeholder="数量" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+          </label>
+          <label class="hp-po-field hp-po-field--tp">
+            <span class="hp-po-field-lab">止盈 <em>USDT</em></span>
+            <input type="number" step="any" id="hp-tp" placeholder="目标价" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+          </label>
+          <label class="hp-po-field hp-po-field--sl">
+            <span class="hp-po-field-lab">止损 <em>USDT</em></span>
+            <input type="number" step="any" id="hp-sl" placeholder="保护价" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
+          </label>
+        </div>
+        <div class="hp-po-summary">
+          <div id="hp-perp-pnl-line" class="hp-po-pnl"></div>
+          <div id="hp-sizing-line" class="muted hp-po-sizing"></div>
         </div>
-        <p class="muted" id="hp-perp-pnl-line"></p>
-        <p class="muted" id="hp-sizing-line"></p>
       </div>
       <div class="card hp-opt-card">
-        <h2>期权(列表) · <span id="hp-opt-type-label">Put</span> <span class="muted hp-acct-tag" id="hp-opt-acct-tag">期权账户</span></h2>
+        <h2>期权 · <span id="hp-opt-type-label">Put</span> <span class="muted hp-acct-tag" id="hp-opt-acct-tag">期权账户</span></h2>
-        <div class="form-row hp-opt-toolbar">
+        <div class="form-row hp-opt-toolbar hp-po-opt-toolbar">
           <select id="hp-exp-select"><option value="">选择到期日</option></select>
           <button type="button" class="btn-secondary hp-money-btn active" data-money="all">全部</button>
           <button type="button" class="btn-secondary hp-money-btn" data-money="itm">实值</button>
           <button type="button" class="btn-secondary hp-money-btn" data-money="otm">虚值</button>
           <button type="button" class="btn-secondary" id="hp-load-chain">刷新链</button>
+          <span id="hp-index-line" class="hp-po-index" aria-live="polite">指数 —</span>
         </div>
-        <div id="hp-index-line" class="muted hp-quote-line"></div>
         <div class="options-strike-table-wrap hp-strike-table-wrap--5">
           <table class="options-strike-table" id="hp-strike-table">
             <thead>
@@ -80,66 +115,67 @@
         </div>
         <div class="form-row hp-pick-row">
           <label>已选 <code id="hp-sel-inst">—</code></label>
-          <label>张数 <span class="hp-unit">期权张</span> <input type="number" step="1" min="1" id="hp-sheets" value="1" /></label>
+          <label>张数 <span class="hp-unit">期权张</span> <input type="number" step="1" min="1" id="hp-sheets" value="1" autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>
           <span class="muted" id="hp-premium-line"></span>
         </div>
-        <p class="muted hp-unit-hint">单位说明:权利金结算币=<strong>USDC</strong> · 张数=期权张(整张) · 卖一/买一=价格/张.期权买入仅认真实卖一价且卖一深度&gt;0;无深度不可开仓(链上~为参考估算).</p>
+        <div id="hp-opt-bal-line" class="muted hp-po-meta hp-opt-bal-line"></div>
-        <div id="hp-opt-bal-line" class="muted hp-quote-line hp-opt-bal-line"></div>
         <div class="form-row hp-action-row">
           <button type="button" class="primary" id="hp-preview-btn">计算</button>
-          <button type="button" class="btn-secondary" id="hp-start-btn" disabled title="需开启 HEDGE_PLAN_LIVE_ORDER 等门禁">启动计划</button>
         </div>
       </div>
     </div>
-    <div class="card hp-preview-card" id="hp-preview-card-po">
-      <h2 style="margin:0 0 8px">情景测算</h2>
-      <div id="hp-summary" class="muted" style="margin:8px 0"></div>
-      <div class="options-strike-table-wrap">
-        <table class="options-strike-table" id="hp-result-table">
-          <thead>
-            <tr>
-              <th>情景</th>
-              <th>现货价</th>
-              <th>永续/腿盈亏</th>
-              <th>期权盈亏</th>
-              <th>合计≈U</th>
-              <th>说明</th>
-            </tr>
-          </thead>
-          <tbody id="hp-result-tbody">
-            <tr><td colspan="6" class="muted">填写参数后点计算</td></tr>
-          </tbody>
-        </table>
-      </div>
-    </div>
   </div>
 
   <div id="hp-tab-options_options" class="hp-tab-panel hidden" role="tabpanel" hidden>
     <div class="options-dual-grid" id="hp-oo-layout">
       <div class="card">
         <h2>期期参数 · <span id="hp-oo-uly-label">ETH</span> <span class="muted hp-acct-tag">期权账户</span></h2>
+        <details class="tip-collapse hp-rule-collapse">
+          <summary class="tip-collapse-summary">规则说明</summary>
+          <div class="tip-collapse-body rule-tip">
+            <p><strong>账户</strong>：两腿都在<strong>期权账户</strong>。可用预算 = min(交易 USDC × 对冲缓冲 <strong id="hp-oo-buf-ratio">{{ '%.2f'|format(hedge_plan_budget_buffer|default(0.95)|float) }}</strong>, 单笔预算);可在 env「对冲预算缓冲比例」改。</p>
+            <p><strong>下单</strong>：选 Call + Put 后「计算」再「启动」。启动会再拉卖一并按最新价重算张数,IOC 完全成交才算成功;资金不足可在右侧划转。</p>
+            <p><strong>板块</strong>：左填上破/下破与张数模式(同张数/做多/做空);右 T 型选腿。「全平」= 盈利腿平后清另一腿;「到期平」= 另一腿持有至到期。</p>
+          </div>
+        </details>
         <div class="form-row hp-uly-row">
           <button type="button" class="btn-secondary hp-uly-btn-oo active" data-uly="ETH">ETH</button>
           <button type="button" class="btn-secondary hp-uly-btn-oo" data-uly="BTC">BTC</button>
         </div>
-        <div class="form-row hp-target-row">
+        <div class="form-row hp-target-row hp-oo-target-row">
-          <label>上破目标 <input type="number" step="any" id="hp-target-up" placeholder="向上突破" /></label>
+          <label>上破目标 <input type="number" step="any" id="hp-target-up" placeholder="向上突破" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>
-          <label>下破目标 <input type="number" step="any" id="hp-target-down" placeholder="向下突破" /></label>
+          <label>下破目标 <input type="number" step="any" id="hp-target-down" placeholder="向下突破" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>
+          <span id="hp-oo-index" class="hp-oo-index" aria-live="polite">指数 —</span>
         </div>
-        <div id="hp-oo-index" class="muted hp-quote-line"></div>
+        <div class="hp-oo-controls">
-        <div id="hp-oo-bal-line" class="muted hp-quote-line"></div>
+          <div class="hp-oo-ctrl">
-        <p class="muted hp-unit-hint">震荡突破:设上下两个目标价(USD)；触达任一侧重平盈利腿。张数=<strong>期权张</strong> · 权利金=USDC</p>
+            <span class="hp-oo-ctrl-lab">张数</span>
+            <div class="hp-oo-seg" role="group" aria-label="自动张数">
+              <button type="button" class="btn-secondary hp-oo-size-mode is-selected" data-oo-size="same_sheets" title="两腿同张数,总权利金≤预算"><span class="hp-oo-check" aria-hidden="true">✓</span>同张数</button>
+              <button type="button" class="btn-secondary hp-oo-size-mode" data-oo-size="long_bias" title="偏多:Call 占比更高(比例见 env)"><span class="hp-oo-check" aria-hidden="true">✓</span>做多</button>
+              <button type="button" class="btn-secondary hp-oo-size-mode" data-oo-size="short_bias" title="偏空:Put 占比更高(比例见 env)"><span class="hp-oo-check" aria-hidden="true">✓</span>做空</button>
+            </div>
+          </div>
+          <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>
+        </div>
+        <p class="muted hp-oo-meta" id="hp-oo-budget-line"></p>
         <div id="hp-oo-legs" class="hp-oo-legs">
           <div class="hp-oo-leg-row" data-leg="a">
             <div class="muted" id="hp-oo-leg-a-info">腿A: 尚未选用</div>
             <label>张数 <span class="hp-unit">期权张</span>
-              <input type="number" step="1" min="1" id="hp-oo-sheets-a" value="1" disabled />
+              <input type="number" step="1" min="0" id="hp-oo-sheets-a" value="1" disabled autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
             </label>
           </div>
           <div class="hp-oo-leg-row" data-leg="b">
             <div class="muted" id="hp-oo-leg-b-info">腿B: 尚未选用</div>
             <label>张数 <span class="hp-unit">期权张</span>
-              <input type="number" step="1" min="1" id="hp-oo-sheets-b" value="1" disabled />
+              <input type="number" step="1" min="0" id="hp-oo-sheets-b" value="1" disabled autocomplete="off" inputmode="numeric" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
             </label>
           </div>
           <p class="muted" id="hp-oo-prem-line"></p>
@@ -170,33 +206,33 @@
             </tbody>
           </table>
         </div>
+        <div class="hp-oo-transfer hp-oo-transfer--compact" id="hp-oo-transfer">
+          <div class="hp-oo-transfer-bals muted">
+            <span>资金 <strong id="hp-oo-funding-usdc">—</strong></span>
+            <span class="hp-oo-transfer-sep">·</span>
+            <span>交易 <strong id="hp-oo-trading-usdc">—</strong></span>
+            <span class="hp-oo-transfer-unit">USDC</span>
+            <span class="muted" id="hp-oo-xfer-msg"></span>
+          </div>
+          <div class="form-row hp-oo-transfer-form" autocomplete="off">
+            {# 诱饵账号框:避免浏览器把划转数量当成登录用户名填 dekun #}
+            <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
+                   style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
+            <select id="hp-oo-xfer-dir" aria-label="划转方向" autocomplete="off">
+              <option value="funding_to_trading" selected>资金 → 交易</option>
+              <option value="trading_to_funding">交易 → 资金</option>
+            </select>
+            <input type="number" id="hp-oo-xfer-amount" name="cm_hp_xfer_amt" min="0.01" step="0.01" placeholder="数量"
+                   autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-bwignore="true" data-form-type="other" readonly />
+            <button type="button" class="btn-secondary btn-sm" id="hp-oo-xfer-all">全部</button>
+            <button type="button" class="btn-primary btn-sm" id="hp-oo-xfer-btn">划转</button>
+          </div>
+        </div>
         <div class="form-row hp-action-row">
           <button type="button" class="primary" id="hp-preview-btn-oo">计算</button>
-          <button type="button" class="btn-secondary" id="hp-start-btn-oo" title="需开启 HEDGE_PLAN_LIVE_ORDER">启动计划</button>
         </div>
       </div>
     </div>
-    <div class="card hp-preview-card">
-      <h2 style="margin:0 0 8px">情景测算</h2>
-      <div id="hp-summary-oo" class="muted" style="margin:8px 0"></div>
-      <div class="options-strike-table-wrap">
-        <table class="options-strike-table">
-          <thead>
-            <tr>
-              <th>情景</th>
-              <th>现货价</th>
-              <th>腿盈亏</th>
-              <th>期权</th>
-              <th>合计≈U</th>
-              <th>说明</th>
-            </tr>
-          </thead>
-          <tbody id="hp-result-tbody-oo">
-            <tr><td colspan="6" class="muted">选用两腿并填上破/下破目标后点计算</td></tr>
-          </tbody>
-        </table>
-      </div>
-    </div>
   </div>
 
   <div id="hp-tab-active" class="hp-tab-panel hidden" role="tabpanel" hidden>
@@ -254,5 +290,36 @@
       <div id="hp-detail-body" class="hp-modal-body muted">加载中…</div>
     </div>
   </div>
+
+  <div id="hp-preview-modal" class="hp-modal-backdrop" hidden>
+    <div class="hp-modal hp-preview-modal" role="dialog" aria-modal="true" aria-labelledby="hp-preview-title">
+      <div class="hp-modal-head">
+        <h3 id="hp-preview-title">情景测算</h3>
+        <button type="button" class="btn-secondary" id="hp-preview-cancel-x" aria-label="关闭">关闭</button>
+      </div>
+      <div id="hp-preview-summary" class="muted hp-preview-summary"></div>
+      <div class="options-strike-table-wrap">
+        <table class="options-strike-table" id="hp-result-table">
+          <thead>
+            <tr>
+              <th>情景</th>
+              <th>现货价</th>
+              <th id="hp-preview-mid-th">永续/腿盈亏</th>
+              <th>期权盈亏</th>
+              <th>合计≈U</th>
+              <th>说明</th>
+            </tr>
+          </thead>
+          <tbody id="hp-result-tbody">
+            <tr><td colspan="6" class="muted">计算中…</td></tr>
+          </tbody>
+        </table>
+      </div>
+      <div class="form-row hp-preview-actions">
+        <button type="button" class="btn-secondary" id="hp-preview-cancel">取消</button>
+        <button type="button" class="primary" id="hp-preview-start" disabled title="需开启 HEDGE_PLAN_LIVE_ORDER 等门禁">启动计划</button>
+      </div>
+    </div>
+  </div>
 </div>
-<script src="/static/hedge_plan.js?v=13"></script>
+<script src="/static/hedge_plan.js?v=33"></script>

lib/hub/hub_bridge.py

@@ -61,6 +61,7 @@ def install_instance_theme_static(app) -> None:
         "records_review_page.js": "application/javascript; charset=utf-8",
         "ai_review_render.js": "application/javascript; charset=utf-8",
         "form_submit_guard.js": "application/javascript; charset=utf-8",
+        "autofill_guard.js": "application/javascript; charset=utf-8",
         "key_monitor_form.js": "application/javascript; charset=utf-8",
         "time_close_ui.js": "application/javascript; charset=utf-8",
         "manual_order_rr_preview.js": "application/javascript; charset=utf-8",

lib/hub/hub_strategy_lib.py

@@ -10,9 +10,15 @@ from typing import Any
 
 from lib.paths import REPO_ROOT
 
-STRATEGY_EXCHANGES: tuple[str, ...] = ("binance", "okx", "gate")
+STRATEGY_EXCHANGES: tuple[str, ...] = ("playbook", "binance", "okx", "gate")
 
 STRATEGY_META: dict[str, dict[str, str]] = {
+    "playbook": {
+        "label": "执行手册",
+        "title": "交易执行手册（期权为主 · Gate 为辅）",
+        # 相对仓库根;其余条目用 md_file 相对 docs/strategy
+        "md_rel": "docs/交易执行手册-期权与Gate.md",
+    },
     "binance": {
         "label": "币安",
         "title": "币安·山寨多头趋势",
@@ -43,6 +49,9 @@ def _md_path(exchange_key: str) -> Path:
     meta = STRATEGY_META.get((exchange_key or "").strip().lower())
     if not meta:
         raise KeyError(exchange_key)
+    md_rel = (meta.get("md_rel") or "").strip()
+    if md_rel:
+        return REPO_ROOT / md_rel
     return _strategy_dir() / meta["md_file"]
 
 

lib/instance/instance_dashboard_lib.py

@@ -87,14 +87,15 @@ OPTIONS_SOURCE_LABELS = {
 HEDGE_ACTIVE_STATUSES = frozenset({"opening", "active", "partial"})
 
 
-def _resolve_options_source(conn, inst_id: str) -> tuple[str, str]:
+def _resolve_options_source(conn, inst_id: str) -> tuple[str, str, int | None]:
-    """根据进行中对冲计划腿判定来源;默认纯期权."""
+    """根据进行中对冲计划腿判定来源;默认纯期权. 返回 (source, label, plan_id)."""
+    default = ("option", OPTIONS_SOURCE_LABELS["option"], None)
     if not inst_id or not _table_exists(conn, "hedge_plans") or not _table_exists(conn, "hedge_plan_legs"):
-        return "option", OPTIONS_SOURCE_LABELS["option"]
+        return default
     try:
         row = conn.execute(
             """
-            SELECT p.plan_type
+            SELECT p.plan_type, p.id
             FROM hedge_plans p
             JOIN hedge_plan_legs l ON l.plan_id = p.id
             WHERE p.status IN ('opening', 'active', 'partial')
@@ -106,13 +107,18 @@ def _resolve_options_source(conn, inst_id: str) -> tuple[str, str]:
             (inst_id,),
         ).fetchone()
     except Exception:
-        return "option", OPTIONS_SOURCE_LABELS["option"]
+        return default
     if not row:
-        return "option", OPTIONS_SOURCE_LABELS["option"]
+        return default
-    pt = str((_row_dict(row).get("plan_type") if isinstance(row, dict) else row[0]) or "").strip()
+    d = _row_dict(row)
-    if pt in OPTIONS_SOURCE_LABELS:
+    pt = str(d.get("plan_type") or "").strip()
-        return pt, OPTIONS_SOURCE_LABELS[pt]
+    try:
-    return "option", OPTIONS_SOURCE_LABELS["option"]
+        plan_id = int(d["id"]) if d.get("id") is not None else None
+    except (TypeError, ValueError):
+        plan_id = None
+    if pt in OPTIONS_SOURCE_LABELS and pt != "option":
+        return pt, OPTIONS_SOURCE_LABELS[pt], plan_id
+    return default
 
 
 def _format_options_target(p: dict[str, Any]) -> str:
@@ -152,9 +158,10 @@ def _format_options_item(p: dict[str, Any], *, conn=None) -> dict[str, Any]:
         exp_ms = int(float(exp_ms)) if exp_ms not in (None, "") else None
     except (TypeError, ValueError):
         exp_ms = None
-    source_key, source_label = (
+    if conn is not None:
-        _resolve_options_source(conn, inst) if conn is not None else ("option", OPTIONS_SOURCE_LABELS["option"])
+        source_key, source_label, source_plan_id = _resolve_options_source(conn, inst)
-    )
+    else:
+        source_key, source_label, source_plan_id = "option", OPTIONS_SOURCE_LABELS["option"], None
     return {
         "id": inst,
         "kind": "options",
@@ -166,6 +173,7 @@ def _format_options_item(p: dict[str, Any], *, conn=None) -> dict[str, Any]:
         "opt_type_label": label,
         "source": source_key,
         "source_label": source_label,
+        "source_plan_id": source_plan_id,
         "pos": pos,
         "exp_time_ms": exp_ms,
         "target_monitor": _format_options_target(p),

lib/instance/instance_display_prefs_lib.py

@@ -14,6 +14,7 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_nav_records": True,
     "show_nav_stats": True,
     "show_nav_risk_policy": True,
+    "show_nav_system_guide": False,
     "show_nav_env_config": True,
     "show_nav_options": True,
     "show_nav_options_review": True,
@@ -32,6 +33,7 @@ DISPLAY_LABELS: dict[str, str] = {
     "show_nav_records": "交易记录与复盘",
     "show_nav_stats": "统计分析",
     "show_nav_risk_policy": "风控说明",
+    "show_nav_system_guide": "系统说明",
     "show_nav_env_config": "env配置",
     "show_nav_options": "期权",
     "show_nav_options_review": "期权复盘",
@@ -50,6 +52,7 @@ NAV_TAB_ALLOWED: dict[str, str] = {
     "records": "show_nav_records",
     "stats": "show_nav_stats",
     "risk_policy": "show_nav_risk_policy",
+    "system_guide": "show_nav_system_guide",
     "env_config": "show_nav_env_config",
     "options": "show_nav_options",
     "options_review": "show_nav_options_review",
@@ -112,6 +115,7 @@ def display_meta_for_ui() -> list[dict[str, Any]]:
         "show_nav_records",
         "show_nav_stats",
         "show_nav_risk_policy",
+        "show_nav_system_guide",
         "show_nav_env_config",
         "show_nav_options",
         "show_nav_options_review",

lib/instance/instance_embed_lib.py

@@ -22,6 +22,7 @@ EMBED_TABS: tuple[str, ...] = (
     "records",
     "stats",
     "risk_policy",
+    "system_guide",
     "env_config",
     "settings",
 )
@@ -41,6 +42,7 @@ PATH_TO_EMBED_TAB: dict[str, str] = {
     "/records": "records",
     "/stats": "stats",
     "/risk_policy": "risk_policy",
+    "/system_guide": "system_guide",
     "/env_config": "env_config",
     "/settings": "settings",
 }

lib/instance/instance_settings_lib.py

@@ -8,6 +8,7 @@ from lib.key_monitor.key_auto_order_lib import load_key_auto_order_enabled
 from lib.trade.account_risk_lib import (
     cooling_hours_manual,
     cooling_hours_manual_journal,
+    daily_loss_limit,
     manual_close_daily_limit,
     max_active_positions_from_env,
     mood_issues_daily_freeze_enabled,
@@ -53,6 +54,7 @@ def build_instance_settings_view(
     risk_status: Optional[dict[str, Any]] = None,
     trade_policy: Optional[TradePolicy] = None,
     data_export_version: int = 3,
+    open_guard_enabled: Optional[bool] = None,
 ) -> dict[str, Any]:
     rs = risk_status or {}
     sizing_mode = load_position_sizing_mode()
@@ -63,6 +65,11 @@ def build_instance_settings_view(
     force_close_on = _env_bool("FORCE_CLOSE_ENABLED", False)
     force_close_hour = _env_int("FORCE_CLOSE_BJ_HOUR", 0)
     auto_transfer_on = _env_bool("AUTO_TRANSFER_ENABLED", False)
+    guard_on = (
+        bool(open_guard_enabled)
+        if open_guard_enabled is not None
+        else _env_bool("TRADING_DAY_RESET_OPEN_GUARD_ENABLED", True)
+    )
 
     sections: list[dict[str, Any]] = []
 
@@ -79,6 +86,12 @@ def build_instance_settings_view(
                     f"北京时间 {reset_hour}:00",
                     "新交易日统计与部分开仓限制以此为准",
                 ),
+                _row(
+                    "允许北京时间切点前开仓",
+                    "已放开(允许开仓)" if not guard_on else "已限制(禁止开仓)",
+                    f"关闭限制后,{reset_hour}:00 前也可斐波成交登记与人工下单;"
+                    "环境配置「切点前禁止新开仓」(TRADING_DAY_RESET_OPEN_GUARD_ENABLED)",
+                ),
                 _row(
                     "单日开仓提醒",
                     f"第 {alert_threshold} 次",
@@ -101,6 +114,15 @@ def build_instance_settings_view(
                 _row("手动平仓冷静", f"{cooling_hours_manual():g} 小时"),
                 _row("复盘后冷静", f"{cooling_hours_manual_journal():g} 小时", "手动平仓且填写说明后可缩短"),
                 _row("日手动平仓上限", f"{manual_close_daily_limit()} 次", "超限当日冻结"),
+                _row(
+                    "日亏损次数上限",
+                    (
+                        f"{daily_loss_limit()} 次"
+                        if daily_loss_limit() > 0
+                        else "未启用"
+                    ),
+                    "平仓亏损达限后当日冻结开仓;0=不启用" if daily_loss_limit() > 0 else "RISK_DAILY_LOSS_LIMIT=0",
+                ),
                 _row(
                     "复盘情绪日冻结",
                     _on_off(mood_issues_daily_freeze_enabled()),
@@ -202,6 +224,10 @@ def build_settings_tabs(display: dict[str, Any] | None, instance_settings: dict[
 
 def settings_page_context(page: str, *, instance_base_dir: str | None = None, **kwargs: Any) -> dict[str, Any]:
     p = (page or "").strip()
+    if p == "system_guide":
+        from lib.instance.instance_system_guide_lib import system_guide_template_context
+
+        return system_guide_template_context()
     if p not in ("settings", "risk_policy", "env_config"):
         return {}
     display = kwargs.pop("display", None)

lib/instance/instance_settings_register.py

@@ -11,6 +11,7 @@ from lib.env.env_file_lib import apply_env_updates, env_get, read_env_lines
 from lib.env.env_ui_manifest import (
     build_env_ui_payload,
     filter_updates_for_ui,
+    coerce_hedge_partial_close_with_manual,
     validate_env_ui_updates,
 )
 from lib.env.env_schema import parse_env_example_schema
@@ -102,6 +103,7 @@ def register_instance_settings_routes(
         clean, errors = validate_env_ui_updates(exchange_key, example_path, updates)
         if errors:
             return jsonify({"ok": False, "msg": "; ".join(errors)}), 400
+        clean = coerce_hedge_partial_close_with_manual(clean, env_path=env_path)
         if not clean:
             return jsonify({"ok": True, "changed_keys": [], "restart_required": False})
         changed = apply_env_updates(env_path, clean)

lib/instance/instance_system_guide_lib.py

@@ -0,0 +1,69 @@
+"""实例「系统说明」:加载 Markdown,生成 h2 目录与带锚点正文."""
+from __future__ import annotations
+
+import re
+from functools import lru_cache
+from html import escape
+from pathlib import Path
+from typing import Any
+
+from lib.hub.hub_strategy_lib import render_markdown_html
+from lib.paths import REPO_ROOT
+
+
+def system_guide_md_path() -> Path:
+    return REPO_ROOT / "docs" / "系统说明.md"
+
+
+def _slugify(text: str) -> str:
+    raw = re.sub(r"<[^>]+>", "", text or "")
+    raw = re.sub(r"\s+", "-", raw.strip())
+    raw = re.sub(r"[^\w\u4e00-\u9fff\-]+", "", raw)
+    return raw[:80] or "section"
+
+
+def _inject_h2_ids(html: str) -> tuple[str, list[dict[str, str]]]:
+    """为 h2 注入 id,并收集目录(仅 h2)."""
+    toc: list[dict[str, str]] = []
+    used: dict[str, int] = {}
+
+    def repl(m: re.Match[str]) -> str:
+        inner = m.group(1)
+        base = _slugify(inner)
+        n = used.get(base, 0) + 1
+        used[base] = n
+        hid = base if n == 1 else f"{base}-{n}"
+        toc.append({"id": hid, "title": re.sub(r"<[^>]+>", "", inner).strip()})
+        return f'<h2 id="{escape(hid)}">{inner}</h2>'
+
+    out = re.sub(r"<h2>(.*?)</h2>", repl, html, flags=re.I | re.S)
+    return out, toc
+
+
+@lru_cache(maxsize=4)
+def _load_payload_cached(mtime_ns: int, path_str: str) -> dict[str, Any]:
+    path = Path(path_str)
+    try:
+        md_text = path.read_text(encoding="utf-8")
+    except OSError:
+        md_text = "# 系统说明缺失\n\n未找到 `docs/系统说明.md`。"
+    body = render_markdown_html(md_text)
+    body, toc = _inject_h2_ids(body)
+    return {"html": body, "toc": toc, "mtime_ns": mtime_ns}
+
+
+def load_system_guide_payload() -> dict[str, Any]:
+    path = system_guide_md_path()
+    try:
+        mtime_ns = path.stat().st_mtime_ns
+    except OSError:
+        mtime_ns = 0
+    return dict(_load_payload_cached(mtime_ns, str(path)))
+
+
+def system_guide_template_context() -> dict[str, Any]:
+    payload = load_system_guide_payload()
+    return {
+        "system_guide_html": payload.get("html") or "",
+        "system_guide_toc": payload.get("toc") or [],
+    }

lib/instance/records_api_register.py

@@ -19,7 +19,12 @@ def register_trade_records_api(
     filter_trade_records_excluding_miss: Callable[[list], list],
     app_tz: Any,
     format_price_fn: Callable[[Any, Any], str] | None = None,
+    sync_exchange_pnl_fn: Callable[[Any], Any] | None = None,
 ) -> None:
+    """
+    sync_exchange_pnl_fn(conn): 可选,列表前节流回填交易所已实现盈亏.
+    中控只走本 API,不经实例整页渲染,必须在此触发,否则盈亏U会一直显示「估」.
+    """
     from lib.instance.records_list_lib import list_trade_records_page
 
     @app.route("/api/trade_records")
@@ -40,6 +45,11 @@ def register_trade_records_api(
             offset = 0
         conn = get_db()
         try:
+            if sync_exchange_pnl_fn is not None:
+                try:
+                    sync_exchange_pnl_fn(conn)
+                except Exception:
+                    pass
             payload = list_trade_records_page(
                 conn,
                 start_bj,

lib/instance/templates/display_prefs_panel.html

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

lib/instance/templates/embed_page_fragment.html

@@ -314,6 +314,10 @@
     {% include 'risk_policy_panel.html' %}
     {% endif %}
 
+    {% if page == 'system_guide' %}
+    {% include 'system_guide_panel.html' %}
+    {% endif %}
+
     {% if page == 'settings' %}
     {% include 'settings_panel.html' %}
     {% endif %}

lib/instance/templates/embed_shell.html

@@ -4,10 +4,11 @@
     <meta charset="UTF-8">
     <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover">
     <script src="/static/instance_theme.js?v=50"></script>
+    <script src="/static/autofill_guard.js?v=1"></script>
     <link rel="stylesheet" href="/static/instance_theme_early.css?v=4">
     <link rel="stylesheet" href="/static/account_risk_badge.css?v=4">
-    <link rel="stylesheet" href="/static/instance_page.css?v=10">
+    <link rel="stylesheet" href="/static/instance_page.css?v=11">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=97">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=105">
     <script src="/static/account_risk_badge.js?v=4"></script>
     <meta name="theme-color" content="#0b0d14">
     <title>{{ pwa_app_name }}</title>
@@ -56,6 +57,7 @@
         {% if display.show_nav_risk_policy %}
         <a href="/risk_policy" data-embed-tab="risk_policy" class="{% if initial_tab == 'risk_policy' %}active{% endif %}">风控说明</a>
         {% endif %}
+        <a href="/system_guide" data-embed-tab="system_guide" class="{% if initial_tab == 'system_guide' %}active{% endif %}"{% if not display.show_nav_system_guide %} style="display:none"{% endif %}>系统说明</a>
         {% if display.show_nav_env_config %}
         <a href="/env_config" data-embed-tab="env_config" class="{% if initial_tab == 'env_config' %}active{% endif %}">env配置</a>
         {% endif %}
@@ -64,7 +66,7 @@
     <div id="embed-flash" class="flash" style="display:none" role="status"></div>
 
     {% include 'instance_header_panel.html' %}
-    {% if initial_tab not in ('settings', 'risk_policy', 'env_config') and include_transfer_block %}
+    {% if initial_tab not in ('settings', 'risk_policy', 'system_guide', 'env_config') and include_transfer_block %}
     {% include 'instance_top_bar.html' %}
     {% endif %}
 
@@ -92,7 +94,7 @@
 </div>
 
 <script src="/static/instance_ui.js?v=10"></script>
-<script src="/static/journal_upload_slots.js?v=3"></script>
+<script src="/static/journal_upload_slots.js?v=4"></script>
 <script src="/static/instance_records_mobile.js?v=2"></script>
 <script src="/static/time_close_ui.js?v=3"></script>
 <script src="/static/ai_review_render.js?v=2"></script>
@@ -116,7 +118,7 @@ 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=14"></script>
+<script src="/static/instance_settings_prefs.js?v=15"></script>
 <script src="/static/instance_live.js?v=6"></script>
 <script src="/static/instance_embed.js?v=27"></script>
 </body>

lib/instance/templates/env_config_panel.html

@@ -64,7 +64,13 @@
                             type="password"
                             data-env-key="{{ field.key }}"
                             placeholder="{% if field.has_value %}修改时填写新值,留空不修改{% else %}请输入{% endif %}"
-                            autocomplete="off"
+                            autocomplete="new-password"
+                            data-lpignore="true"
+                            data-1p-ignore="true"
+                            data-bwignore="true"
+                            data-form-type="other"
+                            readonly
+                            onfocus="this.removeAttribute('readonly')"
                         >
                         {% else %}
                         <input
@@ -73,6 +79,14 @@
                             type="text"
                             data-env-key="{{ field.key }}"
                             value="{{ field.current or field.default or '' }}"
+                            autocomplete="off"
+                            autocorrect="off"
+                            autocapitalize="off"
+                            spellcheck="false"
+                            data-lpignore="true"
+                            data-1p-ignore="true"
+                            data-bwignore="true"
+                            data-form-type="other"
                         >
                         {% endif %}
                     </div>

lib/instance/templates/index.html

@@ -5,6 +5,7 @@
     <meta charset="UTF-8">
     <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover">
 <script src="/static/instance_theme.js?v=50"></script>
+    <script src="/static/autofill_guard.js?v=1"></script>
     <link rel="stylesheet" href="/static/instance_theme_early.css?v=4">
     <link rel="stylesheet" href="/static/account_risk_badge.css?v=4">
     <script src="/static/account_risk_badge.js?v=4"></script>
@@ -16,8 +17,8 @@
     <link rel="apple-touch-icon" href="/static/icons/apple-touch-icon.png">
     <link rel="manifest" href="/static/icons/manifest.webmanifest">
     <title>{{ pwa_app_name }}</title>
-    <link rel="stylesheet" href="/static/instance_page.css?v=10">
+    <link rel="stylesheet" href="/static/instance_page.css?v=11">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=97">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=105">
 
 </head>
 <body
@@ -143,6 +144,7 @@
         {% if display.show_nav_risk_policy %}
         <a href="/risk_policy" class="{% if page == 'risk_policy' %}active{% endif %}">风控说明</a>
         {% endif %}
+        <a href="/system_guide" class="{% if page == 'system_guide' %}active{% endif %}"{% if not display.show_nav_system_guide %} style="display:none"{% endif %}>系统说明</a>
         {% if display.show_nav_env_config %}
         <a href="/env_config" class="{% if page == 'env_config' %}active{% endif %}">env配置</a>
         {% endif %}
@@ -151,7 +153,7 @@
     {% with msg=get_flashed_messages() %}{% if msg %}<div class="flash">{{ msg[0] }}</div>{% endif %}{% endwith %}
 
     {% include 'instance_header_panel.html' %}
-    {% if page not in ('settings', 'risk_policy', 'env_config', 'options', 'options_review', 'hedge_plan') %}
+    {% if page not in ('settings', 'risk_policy', 'system_guide', 'env_config', 'options', 'options_review', 'hedge_plan') %}
     {% include 'instance_top_bar.html' %}
     {% endif %}
 
@@ -390,6 +392,10 @@
     {% include 'risk_policy_panel.html' %}
     {% endif %}
 
+    {% if page == 'system_guide' %}
+    {% include 'system_guide_panel.html' %}
+    {% endif %}
+
     {% if page == 'settings' %}
     {% include 'settings_panel.html' %}
     {% endif %}
@@ -451,7 +457,7 @@
 </div>
 
 <script src="/static/instance_ui.js?v=10"></script>
-<script src="/static/journal_upload_slots.js?v=3"></script>
+<script src="/static/journal_upload_slots.js?v=4"></script>
 <script src="/static/instance_records_mobile.js?v=2"></script>
 <script src="/static/time_close_ui.js?v=3"></script>
 <script src="/static/ai_review_render.js?v=2"></script>
@@ -2014,6 +2020,6 @@ document.addEventListener("DOMContentLoaded", function () {
 });
 {% endif %}
 </script>
-<script src="/static/instance_settings_prefs.js?v=14"></script>
+<script src="/static/instance_settings_prefs.js?v=15"></script>
 </body>
 </html>

lib/instance/templates/instance_top_bar.html

@@ -1,15 +1,4 @@
-{# 三所统一顶栏:实时价 + 可选整点前开仓开关(划转已移至系统设置) #}
+{# 三所统一顶栏:实时价(划转已移至系统设置;切点前开仓说明见风控说明·交易执行) #}
 <div class="rule-tip instance-price-bar">
     实时价格更新:<span id="price-last-updated">--</span>(北京时间 UTC+8)
 </div>
-{% if ui_open_guard_enabled %}
-<div class="rule-tip" id="open-guard-bar" style="display:flex;align-items:center;gap:10px;flex-wrap:wrap">
-    <label style="display:flex;align-items:center;gap:6px;cursor:pointer;color:#cfd3ef">
-        <input type="checkbox" id="allow-open-before-reset" {% if not open_guard_enabled %}checked{% endif %}>
-        允许北京时间 {{ reset_hour }}:00 前开仓(斐波成交登记,人工下单)
-    </label>
-    <span id="open-guard-status" style="color:#8892b0;font-size:.75rem">
-        {% if open_guard_enabled %}已限制:{{ reset_hour }}:00 前不可开仓{% else %}已放开:{{ reset_hour }}:00 前允许开仓{% endif %}
-    </span>
-</div>
-{% endif %}

lib/instance/templates/instance_transfer_panel.html

@@ -8,14 +8,17 @@
         不足从 <code>{{ auto_transfer_from }}</code> 划入,超出划回 <code>{{ auto_transfer_from }}</code>;
         <strong>持仓中不划转</strong>并微信通知.
     </p>
-    <form action="/manual_transfer" method="post" class="form-row gate-transfer-form settings-transfer-form">
+    <form action="/manual_transfer" method="post" class="form-row gate-transfer-form settings-transfer-form" autocomplete="off">
-        <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额 U" required>
+        <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
-        <select name="from_account" aria-label="划出账户">
+               style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
+        <input name="amount" id="manual-xfer-amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额 U" required
+               autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-bwignore="true" data-form-type="other" readonly>
+        <select name="from_account" aria-label="划出账户" autocomplete="off">
             <option value="funding" {% if auto_transfer_from == 'funding' %}selected{% endif %}>from: funding</option>
             <option value="swap" {% if auto_transfer_from == 'swap' %}selected{% endif %}>from: swap</option>
             <option value="spot" {% if auto_transfer_from == 'spot' %}selected{% endif %}>from: spot</option>
         </select>
-        <select name="to_account" aria-label="划入账户">
+        <select name="to_account" aria-label="划入账户" autocomplete="off">
             <option value="swap" {% if auto_transfer_to == 'swap' %}selected{% endif %}>to: swap</option>
             <option value="funding" {% if auto_transfer_to == 'funding' %}selected{% endif %}>to: funding</option>
             <option value="spot" {% if auto_transfer_to == 'spot' %}selected{% endif %}>to: spot</option>

lib/instance/templates/password_settings_panel.html

@@ -1,7 +1,7 @@
 {# 系统设置 · 账户密码(外层 card 由 settings_panel 提供) #}
 <h2>账户密码修改</h2>
 <p class="settings-subcard-desc">修改网页登录账号密码,写入 <code>.env</code> 后需重启实例生效.</p>
-<div class="settings-password-form">
+<div class="settings-password-form password-settings" data-password-settings="1">
     <label>当前密码 <input type="password" id="pwd-old" autocomplete="current-password"></label>
     <label>新用户名(可选) <input type="text" id="pwd-new-username" autocomplete="username"></label>
     <label>新密码 <input type="password" id="pwd-new" autocomplete="new-password"></label>

lib/instance/templates/records_panel.html

@@ -92,7 +92,7 @@
                 <label><input type="checkbox" name="mood_issues" value="扛单">扛单</label>
                 <label><input type="checkbox" name="mood_issues" value="重仓违规">重仓违规</label>
             </div>
-            <textarea name="note" rows="2" placeholder="备注"></textarea>
+            <textarea name="note" rows="2" placeholder="备注" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other"></textarea>
             <button type="submit" style="margin-top:8px">保存复盘记录</button>
         </form>
     </div>

lib/instance/templates/system_guide_panel.html

@@ -0,0 +1,87 @@
+{# 系统说明: docs/系统说明.md + h2 目录 #}
+<div class="system-guide-page full">
+    <div class="card system-guide-card">
+        <div class="system-guide-head">
+            <h2 style="margin:0">系统说明</h2>
+            <p class="muted" style="margin:6px 0 0;font-size:.85rem">操作与逻辑按章节混排。默认不在顶栏显示；可在系统设置 → 导航显示中打开。</p>
+        </div>
+        <div class="system-guide-layout">
+            {% if system_guide_toc %}
+            <aside class="system-guide-toc" aria-label="章节目录">
+                <div class="system-guide-toc-title">目录</div>
+                <nav>
+                    {% for item in system_guide_toc %}
+                    <a href="#{{ item.id }}">{{ item.title }}</a>
+                    {% endfor %}
+                </nav>
+            </aside>
+            {% endif %}
+            <article class="system-guide-body prose">
+                {{ system_guide_html|safe }}
+            </article>
+        </div>
+    </div>
+</div>
+<style>
+.system-guide-page { grid-column: 1 / -1; }
+.system-guide-card { padding: 16px 18px 28px; }
+.system-guide-layout {
+  display: grid;
+  grid-template-columns: minmax(160px, 220px) minmax(0, 1fr);
+  gap: 18px;
+  margin-top: 14px;
+  align-items: start;
+}
+.system-guide-toc {
+  position: sticky;
+  top: 8px;
+  padding: 10px 12px;
+  border: 1px solid rgba(127,127,127,.25);
+  border-radius: 8px;
+  background: rgba(127,127,127,.06);
+  max-height: calc(100vh - 120px);
+  overflow: auto;
+}
+.system-guide-toc-title {
+  font-size: .78rem;
+  font-weight: 600;
+  opacity: .75;
+  margin-bottom: 8px;
+}
+.system-guide-toc a {
+  display: block;
+  font-size: .84rem;
+  line-height: 1.35;
+  padding: 5px 0;
+  text-decoration: none;
+  color: inherit;
+  opacity: .9;
+}
+.system-guide-toc a:hover { opacity: 1; text-decoration: underline; }
+.system-guide-body { min-width: 0; line-height: 1.65; font-size: .92rem; }
+.system-guide-body h1 { font-size: 1.35rem; margin: 0 0 12px; }
+.system-guide-body h2 { font-size: 1.12rem; margin: 22px 0 10px; padding-top: 4px; scroll-margin-top: 12px; }
+.system-guide-body h3 { font-size: 1rem; margin: 16px 0 8px; }
+.system-guide-body p, .system-guide-body li { margin: 0 0 8px; }
+.system-guide-body ul, .system-guide-body ol { padding-left: 1.35em; margin: 0 0 10px; }
+.system-guide-body table { border-collapse: collapse; width: 100%; margin: 10px 0 14px; font-size: .86rem; }
+.system-guide-body th, .system-guide-body td {
+  border: 1px solid rgba(127,127,127,.35);
+  padding: 7px 9px;
+  text-align: left;
+  vertical-align: top;
+}
+.system-guide-body code {
+  font-family: ui-monospace, Consolas, monospace;
+  font-size: .86em;
+  padding: 1px 4px;
+  border-radius: 4px;
+  background: rgba(127,127,127,.12);
+}
+.system-guide-body hr { border: 0; border-top: 1px solid rgba(127,127,127,.28); margin: 18px 0; }
+@media (max-width: 820px) {
+  .system-guide-layout { grid-template-columns: 1fr; }
+  .system-guide-toc { position: static; max-height: none; }
+  .system-guide-toc nav { display: flex; flex-wrap: wrap; gap: 4px 12px; }
+}
+</style>

lib/options/options_hub_lib.py

@@ -52,12 +52,14 @@ def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
                         )
 
                         inst = str(p.get("inst_id") or "")
-                        source_key, source_label = _resolve_options_source(conn, inst)
+                        source_key, source_label, source_plan_id = _resolve_options_source(conn, inst)
                         p["source"] = source_key
                         p["source_label"] = source_label
+                        p["source_plan_id"] = source_plan_id
                         p["target_monitor_text"] = _format_options_target(p)
                     except Exception:
                         p.setdefault("source_label", "—")
+                        p.setdefault("source_plan_id", None)
                         p.setdefault("target_monitor_text", "—")
             finally:
                 conn.close()

lib/options/options_monitor_lib.py

@@ -1,13 +1,17 @@
 """期权持仓监控:浮盈翻倍微信提醒 + 平仓/到期状态同步."""
 from __future__ import annotations
 
+import os
 import sqlite3
 import time
 from datetime import datetime, timezone
 from typing import Any, Callable
+from zoneinfo import ZoneInfo
 
 from lib.exchange.okx_options_lib import normalize_option_exp_ms, resolve_option_close_from_history
 
+_APP_TZ = ZoneInfo((os.getenv("APP_TIMEZONE") or os.getenv("TZ") or "Asia/Shanghai").strip() or "Asia/Shanghai")
+
 
 def _safe_float(v: Any) -> float | None:
     if v is None:
@@ -121,20 +125,113 @@ def run_options_profit_alerts(
 
 
 def _created_at_ms(created_at: Any) -> int | None:
+    """墙钟 created_at → UTC ms.库内时间为业务时区(默认 Asia/Shanghai),不可当 UTC."""
     if not created_at:
         return None
     raw = str(created_at).strip()
     if not raw:
         return None
-    for fmt in ("%Y-%m-%d %H:%M:%S", "%Y-%m-%d %H:%M:%f"):
+    for fmt, ln in (("%Y-%m-%d %H:%M:%S", 19), ("%Y-%m-%d %H:%M:%f", 26), ("%Y-%m-%d %H:%M", 16)):
         try:
-            dt = datetime.strptime(raw[:26], fmt).replace(tzinfo=timezone.utc)
+            dt = datetime.strptime(raw[:ln], fmt).replace(tzinfo=_APP_TZ)
             return int(dt.timestamp() * 1000)
         except ValueError:
             continue
     return None
 
 
+def _group_key_for_closed_trade(row: Any) -> str:
+    inst = str(row["inst_id"] or "").strip()
+    ord_id = str(row["close_ord_id"] or "").strip() if "close_ord_id" in row.keys() else ""
+    if ord_id:
+        return f"{inst}|ord:{ord_id}"
+    closed = str(row["closed_at"] or "").strip()
+    return f"{inst}|close:{(closed[:16] if closed else '')}"
+
+
+def backfill_closed_options_realized_pnl_from_history(
+    conn: sqlite3.Connection,
+    hist_rows: list[dict[str, Any]],
+    *,
+    trade_limit: int = 200,
+) -> int:
+    """
+    用 OKX positions-history 的 realizedPnl 覆盖本地已平记录.
+    同一次平仓多笔本地 open(加仓)按权利金占比分摊交易所总盈亏.
+    """
+    by_inst: dict[str, list[dict[str, Any]]] = {}
+    for raw in hist_rows or []:
+        if not isinstance(raw, dict):
+            continue
+        inst = str(raw.get("instId") or "").strip()
+        if not inst:
+            continue
+        by_inst.setdefault(inst, []).append(raw)
+
+    rows = conn.execute(
+        """
+        SELECT id, inst_id, sheets, premium_paid, realized_pnl, created_at, closed_at, close_ord_id
+        FROM options_trades
+        WHERE status = 'closed'
+        ORDER BY id DESC
+        LIMIT ?
+        """,
+        (int(trade_limit),),
+    ).fetchall()
+    if not rows:
+        return 0
+
+    groups: dict[str, list[Any]] = {}
+    for row in rows:
+        inst = str(row["inst_id"] or "").strip()
+        if not inst or inst not in by_inst:
+            continue
+        groups.setdefault(_group_key_for_closed_trade(row), []).append(row)
+
+    updated = 0
+    for group in groups.values():
+        inst = str(group[0]["inst_id"] or "").strip()
+        open_candidates = [_created_at_ms(r["created_at"]) for r in group]
+        open_ms = min((x for x in open_candidates if x is not None), default=None)
+        close_info = resolve_option_close_from_history(by_inst.get(inst) or [], open_ms=open_ms)
+        if not close_info:
+            continue
+        ex_pnl = _safe_float(close_info.get("realized_pnl"))
+        if ex_pnl is None:
+            continue
+        close_quote = _safe_float(close_info.get("close_quote"))
+        total_paid = 0.0
+        for r in group:
+            total_paid += float(_safe_float(r["premium_paid"]) or 0.0)
+        allocated = 0.0
+        for i, r in enumerate(group):
+            paid = float(_safe_float(r["premium_paid"]) or 0.0)
+            if i == len(group) - 1:
+                share = round(float(ex_pnl) - allocated, 4)
+            elif total_paid > 0:
+                share = round(float(ex_pnl) * (paid / total_paid), 4)
+                allocated += share
+            else:
+                share = round(float(ex_pnl) / len(group), 4)
+                allocated += share
+            local = _safe_float(r["realized_pnl"])
+            if local is not None and abs(local - share) < 1e-6:
+                continue
+            prem_recv = round(paid + share, 4)
+            conn.execute(
+                """
+                UPDATE options_trades
+                SET realized_pnl = ?,
+                    premium_received = ?,
+                    close_quote = COALESCE(?, close_quote)
+                WHERE id = ?
+                """,
+                (share, prem_recv, close_quote, int(r["id"])),
+            )
+            updated += 1
+    return updated
+
+
 def sync_open_options_trades(
     conn: sqlite3.Connection,
     *,

lib/options/options_register.py

@@ -108,6 +108,7 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "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),
+        "chain_ask_liq_filter": _env_bool("OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED", True),
         "itm_max_dist": _env_float("OKX_OPTIONS_ITM_MAX_DIST_USD", 30.0),
         "td_mode": (os.getenv("OKX_OPTIONS_TD_MODE") or "isolated").strip(),
         # 市价平仓已硬关闭(忽略 env),仅买一限价
@@ -262,8 +263,12 @@ def _sync_options_trades(
         if not force and now - _OPTIONS_SYNC_LAST_AT < _OPTIONS_SYNC_INTERVAL_SEC:
             return
         _OPTIONS_SYNC_LAST_AT = now
-    from lib.exchange.okx_options_lib import fetch_option_position_history
+    from lib.exchange.okx_options_lib import fetch_all_option_positions_history, fetch_option_position_history
-    from lib.options.options_monitor_lib import reconcile_live_open_trades, sync_open_options_trades
+    from lib.options.options_monitor_lib import (
+        backfill_closed_options_realized_pnl_from_history,
+        reconcile_live_open_trades,
+        sync_open_options_trades,
+    )
 
     if raw_positions is None:
         raw = cfg["fetch_option_positions"](ex)
@@ -281,6 +286,11 @@ def _sync_options_trades(
         init_options_tables(conn)
         reconcile_live_open_trades(conn, live_inst_ids=live_ids)
         sync_open_options_trades(conn, live_inst_ids=live_ids, fetch_history_fn=_hist)
+        try:
+            hist_all = fetch_all_option_positions_history(ex, limit=200)
+            backfill_closed_options_realized_pnl_from_history(conn, hist_all)
+        except Exception:
+            pass
         conn.commit()
     finally:
         conn.close()
@@ -370,6 +380,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             return jsonify({"ok": False, "msg": f"加载期权链失败: {e}"})
         expiries = chain.get("expiries") or []
         chain_err = chain.get("chain_error")
+        # 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 not expiries:
             return jsonify(
                 {
@@ -377,9 +390,21 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                     "msg": chain_err or "暂无到期日,请稍后点「刷新链」",
                     **chain,
                     "chain_max_dte_days": cfg["chain_max_dte_days"],
+                    "ask_liq_filter_enabled": ask_liq_filter,
+                    "budget_buffer": budget_buffer,
+                    "trade_budget": cfg["trade_budget"],
+                }
+            )
+        return jsonify(
+            {
+                "ok": True,
+                **chain,
+                "chain_max_dte_days": cfg["chain_max_dte_days"],
+                "ask_liq_filter_enabled": ask_liq_filter,
+                "budget_buffer": budget_buffer,
+                "trade_budget": cfg["trade_budget"],
             }
         )
-        return jsonify({"ok": True, **chain, "chain_max_dte_days": cfg["chain_max_dte_days"]})
 
     @app.route("/api/options/quote")
     @lr
@@ -509,6 +534,18 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         ex, err = _require_options_ex(cfg)
         if ex is None:
             return jsonify({"ok": False, "msg": err})
+        try:
+            from lib.hedge_plan.hedge_options_exclusive_lib import block_standalone_option_open_msg
+
+            conn_gate = cfg["get_db"]()
+            try:
+                block_msg = block_standalone_option_open_msg(conn_gate)
+            finally:
+                conn_gate.close()
+            if block_msg:
+                return jsonify({"ok": False, "msg": block_msg})
+        except Exception:
+            pass
         data = request.get_json(silent=True) or {}
         inst_id = (data.get("inst_id") or "").strip()
         mode = (data.get("mode") or "budget_full").strip()
@@ -763,6 +800,17 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 hedge_target = hedge_target_map.get(inst)
                 if hedge_target:
                     row["hedge_plan_target"] = hedge_target
+                try:
+                    from lib.instance.instance_dashboard_lib import _resolve_options_source
+
+                    source_key, source_label, source_plan_id = _resolve_options_source(conn, inst)
+                    row["source"] = source_key
+                    row["source_label"] = source_label
+                    row["source_plan_id"] = source_plan_id
+                except Exception:
+                    row.setdefault("source", "option")
+                    row.setdefault("source_label", "纯期权")
+                    row.setdefault("source_plan_id", None)
                 rows.append(row)
         finally:
             conn.close()

lib/options/options_review_images_lib.py

@@ -112,17 +112,23 @@ def images_json_dumps(items: Sequence[Mapping[str, str]]) -> Optional[str]:
 
 
 def options_review_image_paths(row: Any, upload_folder: str) -> List[str]:
-    upload_folder = os.path.abspath(upload_folder or "")
+    upload_root = os.path.abspath(upload_folder or "")
+    options_dir = options_review_upload_dir(upload_root)
     paths: List[str] = []
     seen: set[str] = set()
 
     def _add(name: Optional[str]) -> None:
         if not name:
             return
-        p = os.path.abspath(os.path.join(upload_folder, str(name).strip()))
+        base = os.path.basename(str(name).strip())
+        if not base:
+            return
+        for folder in (options_dir, upload_root):
+            p = os.path.abspath(os.path.join(folder, base))
             if os.path.isfile(p) and p not in seen:
                 seen.add(p)
                 paths.append(p)
+                return
 
     try:
         keys = row.keys() if hasattr(row, "keys") else ()

lib/options/options_review_lib.py

@@ -556,8 +556,28 @@ def sync_all_review_sources(
     return out
 
 
-def ensure_local_review_synced(conn: sqlite3.Connection) -> dict[str, Any]:
+def ensure_local_review_synced(
-    """列表/统计前轻量刷新本地源."""
+    conn: sqlite3.Connection,
+    *,
+    ex: Any | None = None,
+    backfill_exchange_pnl: bool = True,
+) -> dict[str, Any]:
+    """列表/统计前轻量刷新本地源;有交易所时先用历史仓位盈亏覆盖本地再导入复盘."""
+    if backfill_exchange_pnl and ex is not None:
+        try:
+            from lib.exchange.okx_options_lib import fetch_all_option_positions_history
+            from lib.hedge_plan.hedge_plan_settle_lib import (
+                backfill_hedge_option_legs_realized_pnl,
+            )
+            from lib.options.options_monitor_lib import (
+                backfill_closed_options_realized_pnl_from_history,
+            )
+
+            hist = fetch_all_option_positions_history(ex, limit=200)
+            backfill_closed_options_realized_pnl_from_history(conn, hist)
+            backfill_hedge_option_legs_realized_pnl(conn, hist)
+        except Exception:
+            pass
     return sync_all_review_sources(conn, from_exchange=False)
 
 
@@ -581,22 +601,43 @@ def enrich_trade_row(row: dict[str, Any], entry: dict[str, Any] | None = None) -
         out["entry"] = dict(entry)
         out["entry"]["images"] = parse_options_review_images_json(entry.get("images_json"))
         out["strategy_tag"] = entry.get("strategy_tag")
+        out["direction_view"] = entry.get("direction_view")
+        out["entry_logic"] = entry.get("entry_logic")
         out["result_tag"] = entry.get("result_tag")
         out["reviewed_at"] = entry.get("reviewed_at") or entry.get("updated_at")
     else:
         out["entry"] = None
         out["strategy_tag"] = None
+        out["direction_view"] = None
+        out["entry_logic"] = None
         out["result_tag"] = None
         out["reviewed_at"] = None
     return out
 
 
+def _review_search_tokens(q: str) -> list[str]:
+    """自由搜索词:BTCUSDT 同时匹配 BTC / BTCUSDT."""
+    raw = str(q or "").strip()
+    if not raw:
+        return []
+    tokens = [raw]
+    u = raw.upper()
+    for suf in ("-USDT", "-USD", "-USDC", "USDT", "USD", "USDC"):
+        if u.endswith(suf) and len(u) > len(suf):
+            base = u[: -len(suf)].rstrip("-_")
+            if base and base not in {t.upper() for t in tokens}:
+                tokens.append(base)
+            break
+    return tokens
+
+
 def _review_trades_filters(
     *,
     source_type: str | None = None,
     underlying: str | None = None,
     opt_type: str | None = None,
     strategy_tag: str | None = None,
+    q: str | None = None,
     reviewed: str | None = None,
     include_hedge_legs: bool = False,
     closed_from: str | None = None,
@@ -635,9 +676,26 @@ def _review_trades_filters(
     if closed_to:
         wheres.append("COALESCE(t.closed_at,'')<=?")
         args.append(closed_to)
-    if strategy_tag:
+    # 兼容旧参数:精确策略标签;前端已改用 q 模糊搜索
-        wheres.append("e.strategy_tag=?")
+    if strategy_tag and not q:
+        wheres.append("UPPER(COALESCE(e.strategy_tag,''))=UPPER(?)")
         args.append(strategy_tag)
+    search_tokens = _review_search_tokens(q or "")
+    if search_tokens:
+        token_ors: list[str] = []
+        for tok in search_tokens:
+            like = f"%{tok}%"
+            token_ors.append(
+                """(
+                    UPPER(COALESCE(t.underlying,'')) LIKE UPPER(?)
+                    OR UPPER(COALESCE(t.inst_id,'')) LIKE UPPER(?)
+                    OR UPPER(COALESCE(t.legs_json,'')) LIKE UPPER(?)
+                    OR UPPER(COALESCE(e.strategy_tag,'')) LIKE UPPER(?)
+                    OR UPPER(COALESCE(e.result_tag,'')) LIKE UPPER(?)
+                )"""
+            )
+            args.extend([like, like, like, like, like])
+        wheres.append("(" + " OR ".join(token_ors) + ")")
     if reviewed == "1" or reviewed == "yes":
         wheres.append("e.id IS NOT NULL")
     elif reviewed == "0" or reviewed == "no":
@@ -653,6 +711,7 @@ def count_review_trades(
     underlying: str | None = None,
     opt_type: str | None = None,
     strategy_tag: str | None = None,
+    q: str | None = None,
     reviewed: str | None = None,
     include_hedge_legs: bool = False,
     closed_from: str | None = None,
@@ -664,6 +723,7 @@ def count_review_trades(
         underlying=underlying,
         opt_type=opt_type,
         strategy_tag=strategy_tag,
+        q=q,
         reviewed=reviewed,
         include_hedge_legs=include_hedge_legs,
         closed_from=closed_from,
@@ -688,6 +748,7 @@ def list_review_trades(
     underlying: str | None = None,
     opt_type: str | None = None,
     strategy_tag: str | None = None,
+    q: str | None = None,
     reviewed: str | None = None,
     include_hedge_legs: bool = False,
     closed_from: str | None = None,
@@ -701,6 +762,7 @@ def list_review_trades(
         underlying=underlying,
         opt_type=opt_type,
         strategy_tag=strategy_tag,
+        q=q,
         reviewed=reviewed,
         include_hedge_legs=include_hedge_legs,
         closed_from=closed_from,

lib/options/options_review_register.py

@@ -26,7 +26,6 @@ from lib.options.options_review_lib import (
     hide_review_trade,
     list_review_trades,
     save_review_entry,
-    sync_all_review_sources,
 )
 
 
@@ -94,23 +93,30 @@ def register_options_review_routes(app: Flask, cfg: dict[str, Any], repo_root: s
         return send_file(path, mimetype="application/javascript; charset=utf-8")
 
     @app.route("/static/images/options_journal/<path:filename>")
-    @lr
     def static_options_review_image(filename: str):
+        """截图文件名含 32 位 draft id,按静态资源提供(不强制登录,避免 iframe img 偶发 401)."""
         folder = options_review_upload_dir(cfg["upload_folder"])
         safe = os.path.basename(filename or "")
         path = os.path.join(folder, safe)
         if not os.path.isfile(path):
+            # 兼容误走合约 journal 上传、落在 UPLOAD_FOLDER 根目录的文件
+            root = os.path.abspath(cfg["upload_folder"] or "")
+            alt = os.path.join(root, safe)
+            if os.path.isfile(alt):
+                path = alt
+            else:
                 return ("not found", 404)
         return send_file(path)
 
     @app.route("/api/options/review/sync", methods=["POST"])
     @lr
     def api_options_review_sync():
-        """刷新本地 options_trades + 已结束对冲计划(不访问交易所)."""
+        """刷新本地 options_trades + 已结束对冲计划;尽量用交易所历史盈亏覆盖本地估算."""
         conn = cfg["get_db"]()
         try:
             init_options_review_tables(conn)
-            result = sync_all_review_sources(conn, from_exchange=False)
+            ex, _err = _require_ex(cfg)
+            result = ensure_local_review_synced(conn, ex=ex if ex is not None else None)
             conn.commit()
             return jsonify(result)
         finally:
@@ -128,13 +134,15 @@ def register_options_review_routes(app: Flask, cfg: dict[str, Any], repo_root: s
                 "no",
             )
             if do_sync:
-                ensure_local_review_synced(conn)
+                ex, _err = _require_ex(cfg)
+                ensure_local_review_synced(conn, ex=ex if ex is not None else None)
                 conn.commit()
             filt = dict(
                 source_type=(request.args.get("source_type") or "").strip() or None,
                 underlying=(request.args.get("underlying") or "").strip() or None,
                 opt_type=(request.args.get("opt_type") or "").strip() or None,
                 strategy_tag=(request.args.get("strategy_tag") or "").strip() or None,
+                q=(request.args.get("q") or "").strip() or None,
                 reviewed=(request.args.get("reviewed") or "").strip() or None,
                 include_hedge_legs=(request.args.get("include_hedge_legs") or "")
                 .strip()
@@ -259,7 +267,8 @@ def register_options_review_routes(app: Flask, cfg: dict[str, Any], repo_root: s
     def api_options_review_stats():
         conn = cfg["get_db"]()
         try:
-            ensure_local_review_synced(conn)
+            ex, _err = _require_ex(cfg)
+            ensure_local_review_synced(conn, ex=ex if ex is not None else None)
             conn.commit()
             stats = compute_review_stats(
                 conn,

lib/options/templates/options_panel.html

@@ -1,13 +1,29 @@
 <div class="options-page-wrap" style="grid-column:1/-1" id="options-root"
-     data-default-underly="{{ options_default_underly | default('ETH') }}">
+     data-default-underly="{{ options_default_underly | default('ETH') }}"
+     data-budget-buffer="{{ options_budget_buffer | default(0.95) }}"
+     data-ask-liq-filter="{% if options_chain_ask_liq_filter is defined %}{{ '1' if options_chain_ask_liq_filter else '0' }}{% else %}1{% endif %}">
     {% if not options_enabled %}
     <div class="flash" style="margin-bottom:12px">期权 API 未启用:请在 <code>crypto_monitor_okx/.env</code> 设置 <code>OKX_OPTIONS_ENABLED=true</code> 及主账户 <code>OKX_OPTIONS_API_*</code>,然后 <code>pm2 restart crypto_okx --update-env</code>.</div>
     {% endif %}
 
     <div class="options-dual-grid">
         <div class="card options-order-card">
-            <h2>期权下单 <a class="muted" href="/options/guide" target="_blank" rel="noopener" style="font-size:13px;font-weight:500;margin-left:8px">开平仓与监控说明</a></h2>
+            <h2>期权下单</h2>
-            <p class="muted options-hint">报价单位为每 1 ETH/BTC;1 张 = 0.01.<strong>列表</strong>含卖一/买一;<strong>T 型</strong>仅卖一(买方开仓),中间为跨式双买测算.链上无卖一挂单时以标记价/内在价值估算并标 <strong>~</strong>(仅参考).<strong>开仓只认真实卖一价且卖一深度&gt;0</strong>;无深度时面板显示参考标记价并禁用买入.链展示近 <span id="opt-chain-dte">14</span> 日到期.<strong>T 型</strong>默认 ATM ±5 档,可展开全部.平仓仅买一限价,见说明.</p>
+            <details class="opt-close-rule opt-open-rule">
+                <summary>开仓规则说明</summary>
+                <div class="opt-close-rule-body">
+                    <p>报价单位为每 1 ETH/BTC;1 张 = 0.01。默认选中<strong>最近一期</strong>到期,可手动改。</p>
+                    <ul>
+                        <li><strong>列表</strong>含卖一/买一;<strong>T 型</strong>仅卖一(买方开仓),中间为跨式双买测算。</li>
+                        <li>环境配置「链上仅显示有卖一」开启时,隐藏无真实卖一或深度不足 1 张的合约(估算价 <strong>~</strong> 亦不显示)。</li>
+                        <li><strong>开仓只认真实卖一价且卖一深度≥1</strong>;无深度时面板显示参考标记价并禁用买入。</li>
+                        <li>链展示近 <span id="opt-chain-dte">14</span> 日到期;<strong>T 型</strong>默认 ATM ±5 档,可展开全部。</li>
+                        <li>「按可用余额打满」可用额度 = min(交易 USDC × 预算缓冲 <strong id="opt-budget-buf">{{ '%.2f'|format(options_budget_buffer|default(0.95)|float) }}</strong>, 单笔预算);可在 env「预算缓冲比例」改。</li>
+                        <li>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>
+                </div>
+            </details>
             <div class="form-row options-chain-toolbar">
                 <button type="button" class="btn-secondary opt-uly-btn active" data-uly="ETH">ETH</button>
                 <button type="button" class="btn-secondary opt-uly-btn" data-uly="BTC">BTC</button>
@@ -64,11 +80,14 @@
                     </tbody>
                 </table>
             </div>
-            <div id="opt-order-panel-host" class="opt-order-panel-host" hidden aria-hidden="true">
+            <div id="opt-order-panel-host" class="opt-order-backdrop" hidden aria-hidden="true">
-                <div id="opt-order-panel" class="opt-order-panel-inner" style="display:none">
+                <div id="opt-order-panel" class="opt-order-dialog" role="dialog" aria-modal="true" aria-labelledby="opt-order-dialog-title" style="display:none">
+                    <div class="opt-order-dialog-head">
+                        <h3 class="opt-order-title" id="opt-order-dialog-title">下单</h3>
+                        <button type="button" class="btn-secondary" id="opt-order-close-btn" style="font-size:.72rem;padding:2px 10px">取消</button>
+                    </div>
                     <div class="opt-order-layout">
                         <div class="opt-order-main">
-                            <h3 class="opt-order-title">下单</h3>
                             <div id="opt-order-inst" class="options-order-inst"></div>
                             <div class="options-order-grid">
                                 <div><span class="k">卖一/张</span><span id="opt-order-ask" class="v">—</span></div>
@@ -82,37 +101,48 @@
                                 <div><span class="k">距平衡</span><span id="opt-order-dist-be" class="v">—</span></div>
                             </div>
                             <div class="options-estimate-row">
-                                <label class="opt-est-label" for="opt-target-idx">目标位(指数)</label>
+                                <div class="opt-est-main">
-                                <input type="number" id="opt-target-idx" class="opt-target-idx" step="0.1" min="0" placeholder="达价限价平仓">
+                                    <label class="btn-secondary opt-order-chip" for="opt-target-idx">目标位(指数)</label>
+                                    <input type="number" id="opt-target-idx" class="opt-target-idx" step="0.1" min="0" placeholder="达价限价平仓"
+                                           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 id="opt-est-profit" class="v">—</span>
                                     <span class="k">目标杠杆</span>
                                     <span id="opt-est-leverage" class="v" title="目标位名义价值÷权利金">—</span>
+                                </div>
                                 <span class="muted opt-est-note">目标价=监控指数;到位后按买一限价平仓;无止损,到期即止损</span>
                             </div>
                             <div class="form-row options-order-mode-row">
-                                <label><input type="radio" name="opt-size-mode" value="sheets" checked> 指定张数</label>
+                                <div class="opt-size-mode-bar">
-                                <input type="number" id="opt-sheets-amount" min="1" step="1" value="1" placeholder="张数">
+                                    <label class="btn-secondary opt-order-chip opt-size-mode-chip">
-                                <label><input type="radio" name="opt-size-mode" value="budget_full"> 按可用余额打满</label>
+                                        <input type="radio" name="opt-size-mode" value="sheets" checked>
-                                <label><input type="radio" name="opt-size-mode" value="eth_amount"> 指定币数量</label>
+                                        <span>指定张数</span>
-                                <input type="number" id="opt-eth-amount" min="0.01" step="0.01" placeholder="如 0.5" style="display:none">
+                                    </label>
-                                <input type="text" id="opt-signal-note" placeholder="备注(关键位说明)">
+                                    <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">
+                                        <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">
+                                        <input type="radio" name="opt-size-mode" value="eth_amount" id="opt-size-mode-eth">
+                                        <span>指定币数量</span>
+                                    </label>
+                                    <input type="number" id="opt-eth-amount" min="0.01" step="0.01" placeholder="如 0.5" style="display:none"
+                                           autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
+                                </div>
+                                <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>
+                            </div>
+                            <div class="opt-order-dialog-actions">
                                 <button type="button" class="btn-primary" id="opt-open-btn">限价买入 @ 卖一</button>
+                                <button type="button" class="btn-secondary" id="opt-order-cancel-btn">取消</button>
                             </div>
                             <div id="opt-order-msg" class="muted"></div>
                         </div>
-                        <aside class="opt-order-pending" aria-label="未成交委托">
-                            <div class="opt-order-pending-head">
-                                <h4 class="opt-order-pending-title">委托</h4>
-                                <button type="button" class="btn-secondary" id="opt-pending-refresh">刷新</button>
-                            </div>
-                            <p class="muted opt-pending-ttl-hint" id="opt-pending-ttl-hint">平仓限价超 10 分未成交将自动撤销</p>
-                            <div id="opt-pending-list" class="opt-pending-list">
-                                <div class="muted opt-pending-empty">暂无未成交委托</div>
-                            </div>
-                        </aside>
                     </div>
                 </div>
             </div>
@@ -125,6 +155,7 @@
             </div>
             <div class="options-pos-tabs" role="tablist" aria-label="持仓面板">
                 <button type="button" class="btn-secondary opt-pos-tab active" data-opt-pos-tab="live" role="tab" aria-selected="true" id="opt-pos-tab-live">当前持仓</button>
+                <button type="button" class="btn-secondary opt-pos-tab" data-opt-pos-tab="pending" role="tab" aria-selected="false" id="opt-pos-tab-pending">当前委托</button>
                 <button type="button" class="btn-secondary opt-pos-tab" data-opt-pos-tab="stats" role="tab" aria-selected="false" id="opt-pos-tab-stats">数据统计</button>
                 <button type="button" class="btn-secondary opt-pos-tab" data-opt-pos-tab="history" role="tab" aria-selected="false" id="opt-pos-tab-history">期权历史</button>
             </div>
@@ -152,6 +183,17 @@
                         </div>
                     </details>
                 </div>
+                <div class="options-pos-pane" data-opt-pos-pane="pending" role="tabpanel" aria-labelledby="opt-pos-tab-pending" hidden>
+                    <div class="opt-pos-pending-pane">
+                        <div class="opt-order-pending-head">
+                            <p class="muted opt-pending-ttl-hint" id="opt-pending-ttl-hint" style="margin:0;flex:1">平仓限价超 10 分未成交将自动撤销</p>
+                            <button type="button" class="btn-secondary" id="opt-pending-refresh">刷新</button>
+                        </div>
+                        <div id="opt-pending-list" class="opt-pending-list opt-pending-list--tab">
+                            <div class="muted opt-pending-empty">暂无未成交委托</div>
+                        </div>
+                    </div>
+                </div>
                 <div class="options-pos-pane" data-opt-pos-pane="stats" role="tabpanel" aria-labelledby="opt-pos-tab-stats" hidden>
                     <div class="options-stats-panel">
                         <div class="options-stats-pnl-summary" id="opt-stats-pnl-summary">
@@ -274,4 +316,4 @@
     </div>
 </div>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/options_panel.js?v=39"></script>
+<script src="/static/options_panel.js?v=49"></script>

lib/options/templates/options_review_panel.html

@@ -1,20 +1,110 @@
-{# OKX 期权复盘:交易记录(5行) → 点复盘出表单 → 复盘记录 → 统计 #}
+{# OKX 期权复盘:交易记录 → 复盘表单 → 复盘记录 → 统计 #}
 <div class="options-review-wrap" id="options-review-root" style="grid-column:1/-1">
     {% if not options_enabled %}
     <div class="flash" style="margin-bottom:12px;font-size:.82rem">期权未启用:请设置 <code>OKX_OPTIONS_ENABLED=true</code> 后重启.</div>
     {% endif %}
 
     <style>
-        .options-review-wrap{font-size:.82rem}
+        .options-review-wrap{font-size:.82rem;display:flex;flex-direction:column;gap:14px}
-        .options-review-wrap h2{font-size:1rem;margin:0 0 8px}
+        .options-review-wrap h2,.options-review-wrap h3{margin:0}
-        .options-review-wrap h3{font-size:.9rem;margin:0 0 8px}
+        .or-page-head{
+          display:flex;align-items:center;gap:10px;flex-wrap:wrap;
+          padding:2px 2px 0;
+        }
+        .or-page-head h2{font-size:1.05rem;font-weight:650;margin-right:auto;letter-spacing:.02em}
+        .or-section{
+          margin:0;padding:14px 16px 16px;
+          border:1px solid var(--or-border, rgba(127,127,127,.28));
+          border-radius:12px;
+          background:var(--or-section-bg, rgba(18,23,38,.55));
+          box-shadow:var(--or-section-shadow, 0 1px 0 rgba(255,255,255,.03) inset);
+          color:var(--or-text, inherit);
+        }
+        .or-section-head{
+          display:flex;align-items:flex-start;gap:10px;flex-wrap:wrap;
+          margin-bottom:12px;padding-bottom:10px;
+          border-bottom:1px solid var(--or-border-soft, rgba(127,127,127,.22));
+        }
+        .or-section-head > div{min-width:0;flex:1}
+        .or-step{
+          flex-shrink:0;width:1.55rem;height:1.55rem;border-radius:999px;
+          display:inline-flex;align-items:center;justify-content:center;
+          font-size:.72rem;font-weight:700;
+          background:var(--or-accent-bg, rgba(99,102,241,.28));
+          color:var(--or-accent-fg, #c7c9ff);
+          border:1px solid var(--or-accent-border, rgba(129,140,248,.45));
+        }
+        .or-section-title{font-size:.95rem;font-weight:650;line-height:1.3;color:var(--or-title, inherit)}
+        .or-section-desc{margin:4px 0 0;font-size:.72rem;opacity:.72;line-height:1.45;color:var(--or-muted, inherit)}
         .or-tabs{display:flex;gap:6px;flex-wrap:wrap;margin-bottom:8px}
-        .or-tab{border:1px solid rgba(127,127,127,.35);background:transparent;color:inherit;padding:5px 10px;border-radius:6px;cursor:pointer;font-size:.78rem}
+        .or-toolbar{display:flex;flex-direction:column;gap:0;margin:0}
-        .or-tab.active{background:rgba(59,130,246,.25);border-color:rgba(59,130,246,.55)}
+        .or-tab{
-        .or-badge{display:inline-block;padding:1px 6px;border-radius:999px;background:rgba(127,127,127,.2);font-size:.7rem}
+          border:1px solid var(--or-border, rgba(127,127,127,.35));background:transparent;color:inherit;
-        .or-stat-card{border:1px solid rgba(127,127,127,.25);border-radius:8px;padding:8px;font-size:.78rem}
+          padding:6px 12px;border-radius:8px;cursor:pointer;font-size:.78rem;
-        .or-trades-table{font-size:.78rem}
+        }
-        .or-trades-table tr.or-row-active{outline:1px solid rgba(59,130,246,.55);background:rgba(59,130,246,.08)}
+        .or-tab.active{
+          background:var(--or-accent-bg, rgba(99,102,241,.28));
+          border-color:var(--or-accent-border, rgba(129,140,248,.55));
+          color:var(--or-accent-fg, #e8e9ff);font-weight:600;
+        }
+        .or-filters{
+          display:flex;flex-wrap:wrap;gap:8px;align-items:center;
+          margin:0;padding:10px 12px;border-radius:10px;
+          background:var(--or-filters-bg, rgba(0,0,0,.22));
+          border:1px solid var(--or-border-soft, rgba(127,127,127,.18));
+        }
+        .or-filters select,.or-filters input[type="search"],.or-filters input[type="datetime-local"]{
+          font-size:.76rem;min-height:2rem;
+        }
+        .or-filters #or-filter-q{max-width:168px}
+        .or-filters label{display:flex;align-items:center;gap:5px;font-size:.72rem;opacity:.85}
+        .or-badge{
+          display:inline-block;padding:1px 7px;border-radius:999px;
+          background:var(--or-badge-bg, rgba(127,127,127,.22));font-size:.7rem;vertical-align:middle;
+        }
+        .or-list-title{display:none}
+        .or-trades-table,.or-reviewed-table{font-size:.78rem}
+        .or-trades-table tr.or-row-active{
+          outline:1px solid var(--or-accent-border, rgba(129,140,248,.55));
+          background:var(--or-row-active-bg, rgba(99,102,241,.1));
+        }
+        .or-reviewed-table tbody tr{cursor:pointer}
+        .or-reviewed-table tbody tr:hover{background:var(--or-row-hover-bg, rgba(99,102,241,.08))}
+        .or-pager{
+          display:flex;align-items:center;gap:8px;margin-top:10px;
+          padding-top:8px;border-top:1px dashed var(--or-border-soft, rgba(127,127,127,.2));font-size:.74rem;
+        }
+        .or-list-loading{opacity:.55;pointer-events:none;transition:opacity .12s ease}
+        .or-trades-table-wrap,.or-reviewed-table-wrap{min-height:9.5rem;overflow-x:auto}
+        .or-reviewed-table{min-width:980px}
+        .or-kpi-row{
+          display:grid;grid-template-columns:repeat(6,minmax(0,1fr));
+          gap:8px;margin-bottom:12px;
+        }
+        .or-kpi-tile{
+          border:1px solid var(--or-border-soft, rgba(127,127,127,.22));border-radius:10px;
+          padding:10px 12px;background:var(--or-tile-bg, rgba(0,0,0,.2));min-width:0;
+        }
+        .or-kpi-label{font-size:.7rem;opacity:.7;margin-bottom:4px}
+        .or-kpi-value{font-size:.95rem;font-weight:650;letter-spacing:.01em;word-break:break-all}
+        .or-stats-grid{
+          display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:10px;
+        }
+        .or-stat-card{
+          border:1px solid var(--or-border-soft, rgba(127,127,127,.22));border-radius:10px;
+          padding:10px 12px;background:var(--or-tile-bg, rgba(0,0,0,.16));font-size:.76rem;
+        }
+        .or-stat-card-title{
+          font-weight:650;margin-bottom:8px;font-size:.78rem;
+          padding-bottom:6px;border-bottom:1px solid var(--or-border-soft, rgba(127,127,127,.18));
+        }
+        .or-stat-row{
+          display:flex;justify-content:space-between;align-items:baseline;gap:10px;
+          padding:5px 0;border-bottom:1px solid var(--or-border-faint, rgba(127,127,127,.1));
+        }
+        .or-stat-row:last-child{border-bottom:none;padding-bottom:0}
+        .or-stat-key{opacity:.9;min-width:0;overflow:hidden;text-overflow:ellipsis}
+        .or-stat-val{flex-shrink:0;font-variant-numeric:tabular-nums;opacity:.85}
         .or-journal-card{font-size:.78rem}
         .or-journal-card h2{font-size:.92rem}
         .or-journal-card input,
@@ -22,56 +112,117 @@
         .or-journal-card textarea,
         .or-journal-card button{font-size:.76rem}
         .or-journal-card .or-form-grid,
-        .or-journal-card .or-form-grid2{display:grid;grid-template-columns:repeat(auto-fit,minmax(120px,1fr));gap:6px;margin-bottom:6px}
+        .or-journal-card .or-form-grid2{
+          display:grid;grid-template-columns:repeat(auto-fit,minmax(120px,1fr));gap:6px;margin-bottom:6px;
+        }
         .or-journal-card .or-mood-grid{display:flex;flex-wrap:wrap;gap:6px 12px;margin:8px 0;font-size:.74rem}
-        .or-journal-card .muted,
+        .or-journal-card .muted,.or-journal-card .sub{font-size:.7rem}
-        .or-journal-card .sub{font-size:.7rem}
         .or-journal-card.hidden{display:none!important}
-        .or-reviewed-table tbody tr{cursor:pointer}
+        .or-detail-backdrop{
-        .or-detail-panel{margin-top:10px;padding-top:10px;border-top:1px solid rgba(127,127,127,.25)}
+          position:fixed;inset:0;z-index:1300;
-        .or-detail-panel.hidden{display:none!important}
+          display:flex;align-items:center;justify-content:center;
+          padding:16px;background:var(--or-backdrop, rgba(0,0,0,.72));
+        }
+        .or-detail-backdrop[hidden]{display:none!important}
+        .or-img-lightbox{
+          position:fixed;inset:0;z-index:2200;
+          display:flex;align-items:center;justify-content:center;
+          padding:16px;background:rgba(0,0,0,.86);cursor:zoom-out;
+        }
+        .or-img-lightbox[hidden]{display:none!important}
+        .or-img-lightbox img{
+          max-width:min(96vw,1200px);max-height:92vh;
+          object-fit:contain;border-radius:8px;
+          box-shadow:0 12px 40px rgba(0,0,0,.55);
+        }
+        .or-detail-modal{
+          width:min(96vw,920px);max-height:90vh;overflow:auto;
+          background:var(--or-modal-bg, var(--card-bg, #121726));color:var(--or-text, inherit);
+          border:1px solid var(--or-border, rgba(127,127,127,.35));border-radius:10px;
+          padding:14px 16px 18px;box-shadow:var(--or-modal-shadow, 0 12px 40px rgba(0,0,0,.45));
+        }
+        .or-detail-modal-head{display:flex;align-items:center;gap:8px;margin-bottom:10px}
+        .or-detail-modal-head h3{margin:0;margin-right:auto;font-size:.95rem;color:var(--or-title, inherit)}
         .or-detail-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(140px,1fr));gap:6px 12px;font-size:.76rem;margin-bottom:8px}
-        .or-detail-images{display:grid;grid-template-columns:repeat(auto-fit,minmax(140px,1fr));gap:8px;margin:8px 0}
+        .or-detail-images{
-        .or-detail-img-cell{border:1px solid rgba(127,127,127,.25);border-radius:6px;padding:6px;text-align:center}
+          display:grid;grid-template-columns:repeat(2,minmax(0,1fr));
-        .or-detail-img-label{display:block;font-size:.7rem;margin-bottom:4px;opacity:.8}
+          gap:10px;margin:10px 0 4px;
-        .or-detail-img-thumb{max-width:100%;max-height:160px;border-radius:4px;cursor:pointer}
+        }
-        .or-pager{display:flex;align-items:center;gap:8px;margin-top:8px;font-size:.74rem}
+        .or-detail-img-cell{
-        .or-list-loading{opacity:.55;pointer-events:none;transition:opacity .12s ease}
+          min-width:0;border:1px solid var(--or-border-soft, rgba(127,127,127,.25));border-radius:8px;
-        .or-trades-table-wrap,.or-reviewed-table-wrap{min-height:9.5rem}
+          padding:8px;display:flex;flex-direction:column;gap:6px;
+          background:var(--or-tile-bg, rgba(0,0,0,.18));
+        }
+        .or-detail-img-label{font-size:.72rem;opacity:.85;font-weight:600}
+        .or-detail-img-thumb{
+          width:100%;max-height:280px;object-fit:contain;
+          border-radius:6px;cursor:zoom-in;background:var(--or-img-bg, rgba(0,0,0,.25));
+        }
+        .or-detail-img-miss{
+          min-height:120px;display:flex;align-items:center;justify-content:center;
+          font-size:.72rem;opacity:.65;border-radius:6px;background:rgba(127,127,127,.12);
+        }
+        .or-slot-thumb{
+          display:block;margin-top:6px;max-width:160px;max-height:90px;
+          object-fit:contain;border-radius:4px;border:1px solid var(--or-border, rgba(127,127,127,.3));
+          background:var(--or-img-bg, rgba(0,0,0,.2));cursor:zoom-in;
+        }
+        @media (max-width:900px){
+          .or-kpi-row{grid-template-columns:repeat(3,minmax(0,1fr))}
+        }
+        @media (max-width:640px){
+          .or-kpi-row{grid-template-columns:repeat(2,minmax(0,1fr))}
+          .or-detail-images{grid-template-columns:1fr}
+          .or-detail-img-thumb{max-height:220px}
+        }
     </style>
 
-    {# 1. 交易记录(含 Tab/筛选,固定约5行) #}
+    <div class="or-page-head">
-    <div class="card" style="margin-bottom:10px">
+        <h2>期权复盘</h2>
-        <div class="form-row" style="flex-wrap:wrap;align-items:center;gap:8px;margin-bottom:6px">
-            <h2 style="margin:0;margin-right:auto">期权复盘</h2>
         <span class="muted" id="or-sync-status" style="font-size:.72rem"></span>
         <button type="button" class="btn-secondary" id="or-reload-btn" style="font-size:.76rem;padding:4px 10px">刷新</button>
     </div>
+
+    {# Tab + 筛选:放在各内容卡片上方,全局作用于下方列表/统计 #}
+    <div class="or-toolbar">
         <div class="or-tabs" role="tablist" aria-label="复盘分类">
             <button type="button" class="or-tab active" data-source="option_spot" role="tab">期权交易记录</button>
             <button type="button" class="or-tab" data-source="options_options" role="tab">期期对冲记录</button>
             <button type="button" class="or-tab" data-source="perp_options" role="tab">永期对冲记录</button>
         </div>
-        <p class="muted" style="margin:0 0 8px;font-size:.72rem">待复盘交易(每页5条).点「复盘」填写表单;保存后进入下方复盘记录.</p>
+        <div class="or-filters">
-        <div class="form-row" style="flex-wrap:wrap;gap:6px;margin-bottom:8px">
+            <select id="or-filter-uly" autocomplete="off">
-            <select id="or-filter-uly" style="font-size:.76rem">
                 <option value="">标的:全部</option>
                 <option value="ETH">ETH</option>
                 <option value="BTC">BTC</option>
             </select>
-            <select id="or-filter-opt" style="font-size:.76rem">
+            <select id="or-filter-opt" autocomplete="off">
                 <option value="">Call/Put:全部</option>
                 <option value="C">Call</option>
                 <option value="P">Put</option>
             </select>
-            <input type="text" id="or-filter-strategy" placeholder="策略标签" style="max-width:110px;font-size:.76rem">
+            <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
-            <input type="datetime-local" id="or-filter-from" title="平仓起" style="font-size:.76rem">
+                   style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
-            <input type="datetime-local" id="or-filter-to" title="平仓止" style="font-size:.76rem">
+            <input type="search" id="or-filter-q" name="or_filter_q" placeholder="搜索标的/合约/策略"
-            <label class="muted" style="display:flex;align-items:center;gap:4px;font-size:.72rem">
+                   autocomplete="off" autocorrect="off" autocapitalize="off" spellcheck="false"
+                   data-lpignore="true" data-1p-ignore="true" data-form-type="other" readonly>
+            <input type="datetime-local" id="or-filter-from" title="平仓起" autocomplete="off">
+            <input type="datetime-local" id="or-filter-to" title="平仓止" autocomplete="off">
+            <label class="muted">
                 <input type="checkbox" id="or-include-hedge-legs"> 含已归属对冲的期权腿
             </label>
         </div>
-        <h3 id="or-list-title" style="margin-top:0">期权交易记录</h3>
+    </div>
+
+    {# 1. 交易记录 #}
+    <section class="or-section" aria-labelledby="or-list-title">
+        <div class="or-section-head">
+            <span class="or-step" aria-hidden="true">1</span>
+            <div>
+                <div class="or-section-title" id="or-list-title">期权交易记录</div>
+                <p class="or-section-desc">点「复盘」填写表单；已复盘仍保留在此，也可在下方查看详情。</p>
+            </div>
+        </div>
         <div class="options-strike-table-wrap or-trades-table-wrap" id="or-trades-wrap">
             <table class="options-strike-table or-trades-table" id="or-trades-table">
                 <thead>
@@ -79,13 +230,14 @@
                         <th>类型</th>
                         <th>标的/合约</th>
                         <th>盈亏</th>
-                        <th>开/平</th>
+                        <th>开仓时间</th>
+                        <th>平仓时间</th>
                         <th>持有</th>
                         <th>操作</th>
                     </tr>
                 </thead>
                 <tbody id="or-trades-tbody">
-                    <tr><td colspan="6" class="muted">加载中…</td></tr>
+                    <tr><td colspan="7" class="muted">加载中…</td></tr>
                 </tbody>
             </table>
         </div>
@@ -94,23 +246,33 @@
             <span class="muted" id="or-trades-page-label">第 1 / 1 页</span>
             <button type="button" class="btn-secondary" id="or-trades-next" style="font-size:.72rem;padding:2px 8px">下一页</button>
         </div>
-    </div>
+    </section>
 
-    {# 2. 复盘上传(默认隐藏,点交易「复盘」后显示) #}
+    {# 2. 复盘上传(默认隐藏) #}
-    <div class="card journal-card or-journal-card hidden" id="or-journal-card" style="margin-bottom:10px">
+    <section class="or-section journal-card or-journal-card hidden" id="or-journal-card">
-        <h2>复盘记录上传(含截图)</h2>
+        <div class="or-section-head">
-        <p class="muted" id="or-journal-summary" style="margin-top:0">截图槽位与合约复盘相同(5m / 15m / 1h / 4h).</p>
+            <span class="or-step" aria-hidden="true">✎</span>
+            <div>
+                <div class="or-section-title">填写复盘</div>
+                <p class="or-section-desc" id="or-journal-summary">截图槽位 5m / 15m / 1h / 4h，选文件后即时上传。</p>
+            </div>
+        </div>
         <div class="or-journal-body">
         <form id="or-journal-form" onsubmit="return false;">
             <input type="hidden" id="or-trade-id" value="">
             <input type="hidden" id="or-draft-id" value="">
             <div class="or-form-grid">
-                <input type="datetime-local" id="or-f-open" title="开仓时间">
+                <input type="datetime-local" id="or-f-open" title="开仓时间" autocomplete="off">
-                <input type="datetime-local" id="or-f-close" title="平仓时间">
+                <input type="datetime-local" id="or-f-close" title="平仓时间" autocomplete="off">
-                <input type="text" id="or-f-coin" placeholder="标的(如 ETH)">
+                <input type="text" id="or-f-coin" name="or_f_coin" placeholder="标的(如 ETH)"
-                <input type="text" id="or-f-inst" placeholder="合约/计划">
+                       autocomplete="off" autocorrect="off" autocapitalize="off" spellcheck="false"
-                <input type="text" id="or-f-pnl" placeholder="盈亏(U)">
+                       data-lpignore="true" data-1p-ignore="true" data-form-type="other">
-                <input type="text" id="or-f-hold" placeholder="持有时长" readonly>
+                <input type="text" id="or-f-inst" name="or_f_inst" placeholder="合约/计划"
+                       autocomplete="off" autocorrect="off" autocapitalize="off" spellcheck="false"
+                       data-lpignore="true" data-1p-ignore="true" data-form-type="other">
+                <input type="text" id="or-f-pnl" name="or_f_pnl" placeholder="盈亏(U)"
+                       autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
+                <input type="text" id="or-f-hold" name="or_f_hold" placeholder="持有时长" readonly autocomplete="off">
             </div>
             <div class="or-form-grid2">
                 <select id="or-f-strategy" title="策略标签" required>
@@ -145,13 +307,12 @@
                 <option value="">入场逻辑</option>
             </select>
 
-            <input type="hidden" id="journal-draft-id" value="">
             <div class="journal-upload-slots" id="or-upload-slots">
                 {% for tf in ['5m', '15m', '1h', '4h'] %}
                 <div class="journal-upload-row" data-tf="{{ tf }}">
                     <span class="journal-upload-slot-label">{{ tf }}</span>
-                    <input type="file" accept="image/*" class="journal-upload-slot-input or-upload-input" data-tf="{{ tf }}">
+                    <input type="file" accept="image/*" class="or-upload-input" data-tf="{{ tf }}">
-                    <input type="hidden" class="journal-upload-hidden-file or-upload-hidden" data-tf="{{ tf }}" value="">
+                    <input type="hidden" class="or-upload-hidden" data-tf="{{ tf }}" value="">
                     <span class="journal-upload-status or-upload-status" data-tf="{{ tf }}" aria-live="polite"></span>
                 </div>
                 {% endfor %}
@@ -176,26 +337,36 @@
             <div id="or-legs-host" style="margin-top:10px;font-size:.74rem"></div>
         </form>
         </div>
-    </div>
+    </section>
 
-    {# 3. 已复盘记录 + 详情 #}
+    {# 3. 已复盘记录 #}
-    <div class="card" style="margin-bottom:10px">
+    <section class="or-section" aria-labelledby="or-reviewed-heading">
-        <h3>复盘记录</h3>
+        <div class="or-section-head">
-        <p class="muted" style="margin:0 0 8px;font-size:.72rem">已保存的复盘(每页5条).点一行查看详情.</p>
+            <span class="or-step" aria-hidden="true">2</span>
+            <div>
+                <div class="or-section-title" id="or-reviewed-heading">复盘记录</div>
+                <p class="or-section-desc">已保存的复盘内容，点一行查看详情与截图。</p>
+            </div>
+        </div>
         <div class="options-strike-table-wrap or-reviewed-table-wrap" id="or-reviewed-wrap">
             <table class="options-strike-table or-reviewed-table" id="or-reviewed-table">
                 <thead>
                     <tr>
                         <th>类型</th>
                         <th>标的/合约</th>
+                        <th>方向</th>
                         <th>盈亏</th>
+                        <th>开仓时间</th>
+                        <th>平仓时间</th>
+                        <th>持仓时长</th>
                         <th>策略</th>
+                        <th>入场逻辑</th>
                         <th>结果</th>
                         <th>复盘时间</th>
                     </tr>
                 </thead>
                 <tbody id="or-reviewed-tbody">
-                    <tr><td colspan="6" class="muted">加载中…</td></tr>
+                    <tr><td colspan="11" class="muted">加载中…</td></tr>
                 </tbody>
             </table>
         </div>
@@ -204,24 +375,37 @@
             <span class="muted" id="or-reviewed-page-label">第 1 / 1 页</span>
             <button type="button" class="btn-secondary" id="or-reviewed-next" style="font-size:.72rem;padding:2px 8px">下一页</button>
         </div>
-        <div class="or-detail-panel hidden" id="or-detail-panel">
+    </section>
-            <div class="form-row" style="align-items:center;gap:8px;margin-bottom:6px">
+
-                <h3 style="margin:0;margin-right:auto" id="or-detail-title">复盘详情</h3>
+    {# 详情 / 放大 #}
+    <div id="or-detail-backdrop" class="or-detail-backdrop" hidden>
+        <div class="or-detail-modal" role="dialog" aria-modal="true" aria-labelledby="or-detail-title" id="or-detail-panel">
+            <div class="or-detail-modal-head">
+                <h3 id="or-detail-title">复盘详情</h3>
                 <button type="button" class="btn-secondary" id="or-detail-edit-btn" style="font-size:.72rem;padding:2px 8px">编辑</button>
-                <button type="button" class="btn-secondary" id="or-detail-close-btn" style="font-size:.72rem;padding:2px 8px">收起</button>
+                <button type="button" class="btn-secondary" id="or-detail-close-btn" style="font-size:.72rem;padding:2px 8px">关闭</button>
             </div>
             <div class="or-detail-grid" id="or-detail-meta"></div>
             <div id="or-detail-text" style="font-size:.76rem;line-height:1.5;margin-bottom:8px"></div>
             <div class="or-detail-images" id="or-detail-images"></div>
         </div>
     </div>
+    <div id="or-img-lightbox" class="or-img-lightbox" hidden>
+        <img id="or-img-lightbox-img" src="" alt="截图放大">
+    </div>
 
     {# 4. 统计 #}
-    <div class="card" style="margin-bottom:10px">
+    <section class="or-section" aria-labelledby="or-stats-heading">
-        <h3>统计</h3>
+        <div class="or-section-head">
-        <div id="or-kpi" class="form-row" style="flex-wrap:wrap;gap:10px"></div>
+            <span class="or-step" aria-hidden="true">3</span>
-        <div id="or-stats-groups" style="margin-top:10px;display:grid;grid-template-columns:repeat(auto-fit,minmax(200px,1fr));gap:8px"></div>
+            <div>
+                <div class="or-section-title" id="or-stats-heading">统计</div>
+                <p class="or-section-desc">跟随上方 Tab 与筛选条件汇总。</p>
             </div>
+        </div>
+        <div id="or-kpi" class="or-kpi-row"></div>
+        <div id="or-stats-groups" class="or-stats-grid"></div>
+    </section>
 </div>
 
-<script src="/static/options_review.js?v=10"></script>
+<script src="/static/options_review.js?v=22"></script>

lib/options/templates/options_settings_panel.html

@@ -1,4 +1,4 @@
 {# 期权设置脚本挂载点(卡片在 settings_panel 中拆分) #}
 <div id="options-settings-root" hidden
      data-sub-account="{{ instance_settings.options_sub_account | default('', true) }}"></div>
-<script src="/static/options_settings.js?v=8"></script>
+<script src="/static/options_settings.js?v=9"></script>

lib/options/templates/options_settings_swap.html

@@ -1,11 +1,14 @@
 <div class="options-settings-section">
     <p class="options-settings-hint">主账户资金账户:USDT ↔ USDC 现货市价单.</p>
     <div class="form-row settings-transfer-form options-settings-row">
-        <select id="opt-set-swap-dir" aria-label="兑换方向">
+        <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
+               style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
+        <select id="opt-set-swap-dir" aria-label="兑换方向" autocomplete="off">
             <option value="usdt_to_usdc" selected>USDT → USDC</option>
             <option value="usdc_to_usdt">USDC → USDT</option>
         </select>
-        <input type="number" id="opt-set-swap-amount" min="0.01" step="0.01" placeholder="数量">
+        <input type="number" id="opt-set-swap-amount" name="cm_opt_swap_amt" min="0.01" step="0.01" placeholder="数量"
+               autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-bwignore="true" data-form-type="other" readonly>
         <button type="button" class="btn-secondary btn-sm" id="opt-set-swap-all-btn">全部兑换</button>
         <button type="button" class="btn-primary btn-sm" id="opt-set-swap-btn">市价兑换</button>
     </div>

lib/options/templates/options_settings_transfer.html

@@ -1,7 +1,9 @@
 <div class="options-settings-section">
     <div class="options-settings-subtitle">主账户内</div>
     <div class="form-row settings-transfer-form options-settings-row">
-        <select id="opt-set-int-ccy" aria-label="币种">
+        <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
+               style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
+        <select id="opt-set-int-ccy" aria-label="币种" autocomplete="off">
             <option value="USDC" selected>USDC</option>
             <option value="USDT">USDT</option>
         </select>
@@ -13,7 +15,8 @@
             <option value="trading" selected>to: 交易</option>
             <option value="funding">to: 资金</option>
         </select>
-        <input type="number" id="opt-set-int-amount" min="0.01" step="0.01" placeholder="数量">
+        <input type="number" id="opt-set-int-amount" name="cm_opt_int_amt" min="0.01" step="0.01" placeholder="数量"
+               autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-bwignore="true" data-form-type="other" readonly>
         <button type="button" class="btn-secondary btn-sm" id="opt-set-int-all-btn">全部划转</button>
         <button type="button" class="btn-primary btn-sm" id="opt-set-int-btn">划转</button>
     </div>
@@ -26,7 +29,9 @@
         <span class="muted">({{ instance_settings.options_sub_account or '未配置' }})</span>
     </div>
     <div class="form-row settings-transfer-form options-settings-row">
-        <select id="opt-set-cross-dir" aria-label="主子方向">
+        <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
+               style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
+        <select id="opt-set-cross-dir" aria-label="主子方向" autocomplete="off">
             <option value="main_to_sub" selected>主 → 子</option>
             <option value="sub_to_main">子 → 主</option>
         </select>
@@ -42,7 +47,8 @@
             <option value="trading" selected>to: 交易</option>
             <option value="funding">to: 资金</option>
         </select>
-        <input type="number" id="opt-set-cross-amount" min="0.01" step="0.01" placeholder="数量">
+        <input type="number" id="opt-set-cross-amount" name="cm_opt_cross_amt" min="0.01" step="0.01" placeholder="数量"
+               autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-bwignore="true" data-form-type="other" readonly>
         <button type="button" class="btn-secondary btn-sm" id="opt-set-cross-all-btn">全部划转</button>
         <button type="button" class="btn-primary btn-sm" id="opt-set-cross-btn">划转</button>
     </div>

lib/strategy/templates/gate_transfer_block.html

@@ -7,14 +7,17 @@
         划转:自动划转 {{ '开启' if auto_transfer_enabled else '关闭' }}(每天<strong>北京时间 {{ auto_transfer_bj_hour }}:00</strong>起该整点小时内尝试;账簿按 <strong>UTC 自然日</strong>去重;将 {{ auto_transfer_to }} 调整至 {{ transfer_amount_fmt|default(funds_fmt(auto_transfer_amount)) }}U:不足从 {{ auto_transfer_from }} 划入,超出划回 {{ auto_transfer_from }};<strong>持仓中不划转</strong>并微信通知)
     </div>
 </details>
-<form action="/manual_transfer" method="post" class="form-row gate-transfer-form">
+<form action="/manual_transfer" method="post" class="form-row gate-transfer-form" autocomplete="off">
-    <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额U" required>
+    <input type="text" name="username" autocomplete="username" tabindex="-1" aria-hidden="true"
-    <select name="from_account">
+           style="position:absolute;left:-9999px;width:1px;height:1px;opacity:0" value="">
+    <input name="amount" type="number" min="0.01" step="0.01" placeholder="手动划转金额U" required
+           autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-bwignore="true" data-form-type="other" readonly>
+    <select name="from_account" autocomplete="off">
         <option value="funding" {% if auto_transfer_from == 'funding' %}selected{% endif %}>from: funding</option>
         <option value="swap" {% if auto_transfer_from == 'swap' %}selected{% endif %}>from: swap</option>
         <option value="spot" {% if auto_transfer_from == 'spot' %}selected{% endif %}>from: spot</option>
     </select>
-    <select name="to_account">
+    <select name="to_account" autocomplete="off">
         <option value="swap" {% if auto_transfer_to == 'swap' %}selected{% endif %}>to: swap</option>
         <option value="funding" {% if auto_transfer_to == 'funding' %}selected{% endif %}>to: funding</option>
         <option value="spot" {% if auto_transfer_to == 'spot' %}selected{% endif %}>to: spot</option>

lib/strategy/templates/journal_form_fields.html

@@ -1,13 +1,13 @@
 {# 复盘表单:首行按字段宽度比例;下单类型/开仓类型与离场触发同一行 #}
 {% macro journal_form_fields(entry_reason_options, order_type_options) -%}
 <div class="form-grid journal-form-row1">
-    <input type="datetime-local" name="open_datetime" class="journal-field-datetime" required>
+    <input type="datetime-local" name="open_datetime" class="journal-field-datetime" required autocomplete="off">
-    <input type="datetime-local" name="close_datetime" class="journal-field-datetime" required>
+    <input type="datetime-local" name="close_datetime" class="journal-field-datetime" required autocomplete="off">
-    <input name="coin" class="journal-field-coin" placeholder="BTC" required>
+    <input name="coin" class="journal-field-coin" placeholder="BTC" required autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
-    <input name="tf" class="journal-field-tf" placeholder="5m" required>
+    <input name="tf" class="journal-field-tf" placeholder="5m" required autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
-    <input name="pnl" class="journal-field-num" placeholder="盈亏(U)" required>
+    <input name="pnl" class="journal-field-num" placeholder="盈亏(U)" required autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
-    <input name="expect_rr" class="journal-field-num" placeholder="预期RR">
+    <input name="expect_rr" class="journal-field-num" placeholder="预期RR" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
-    <input name="real_rr" class="journal-field-num" placeholder="实际RR">
+    <input name="real_rr" class="journal-field-num" placeholder="实际RR" autocomplete="off" inputmode="decimal" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
 </div>
 <div class="form-grid journal-form-row2">
     <select name="direction" id="journal-direction" class="journal-field-direction" required title="做多/做空">
@@ -38,7 +38,7 @@
         <option value="止损">止损</option>
         <option value="其他">其他</option>
     </select>
-    <input name="early_exit_note" id="early-exit-note" placeholder="离场补充(仅手工平仓必填)">
+    <input name="early_exit_note" id="early-exit-note" placeholder="离场补充(仅手工平仓必填)" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
     <select name="post_breakeven_stare"><option value="否">保本后盯盘:否</option><option value="是">保本后盯盘:是</option></select>
 </div>
 {%- endmacro %}

lib/strategy/templates/trade_policy_fields.html

@@ -11,7 +11,7 @@
     {% endfor %}
 </select>
 {% else %}
-<input id="{{ id }}" name="{{ name }}" placeholder="{{ placeholder }}" {% if required %}required{% endif %} value="{{ value }}">
+<input id="{{ id }}" name="{{ name }}" placeholder="{{ placeholder }}" {% if required %}required{% endif %} value="{{ value }}" autocomplete="off" autocorrect="off" autocapitalize="off" spellcheck="false" data-lpignore="true" data-1p-ignore="true" data-form-type="other">
 {% endif %}
 {%- endmacro %}
 

lib/trade/account_risk_lib.py

@@ -86,6 +86,14 @@ def manual_close_daily_limit() -> int:
         return 2
 
 
+def daily_loss_limit() -> int:
+    """日亏损次数上限:达限当日冻结开仓;0=不因亏损次数冻结."""
+    try:
+        return max(0, int(os.getenv("RISK_DAILY_LOSS_LIMIT", "2")))
+    except (TypeError, ValueError):
+        return 2
+
+
 def max_active_positions_from_env(default: int = 1) -> int:
     try:
         return max(1, int(os.getenv("MAX_ACTIVE_POSITIONS", str(default))))
@@ -116,6 +124,7 @@ def ensure_account_risk_schema(conn) -> None:
             id INTEGER PRIMARY KEY CHECK (id = 1),
             trading_day TEXT,
             manual_close_count INTEGER DEFAULT 0,
+            daily_loss_count INTEGER DEFAULT 0,
             cooloff_until_ms INTEGER,
             cooloff_hours INTEGER,
             daily_frozen INTEGER DEFAULT 0,
@@ -124,10 +133,18 @@ def ensure_account_risk_schema(conn) -> None:
             updated_at TEXT
         )"""
     )
+    cols = {
+        str(r[1])
+        for r in conn.execute("PRAGMA table_info(account_risk_state)").fetchall()
+    }
+    if "daily_loss_count" not in cols:
+        conn.execute(
+            "ALTER TABLE account_risk_state ADD COLUMN daily_loss_count INTEGER DEFAULT 0"
+        )
     row = conn.execute("SELECT id FROM account_risk_state WHERE id=1").fetchone()
     if not row:
         conn.execute(
-            "INSERT INTO account_risk_state (id, trading_day, manual_close_count, daily_frozen) VALUES (1, '', 0, 0)"
+            "INSERT INTO account_risk_state (id, trading_day, manual_close_count, daily_loss_count, daily_frozen) VALUES (1, '', 0, 0, 0)"
         )
 
 
@@ -268,6 +285,7 @@ def _sync_trading_day(conn, trading_day: str, now: Optional[datetime] = None) ->
             """UPDATE account_risk_state SET
                trading_day=?,
                manual_close_count=0,
+               daily_loss_count=0,
                daily_frozen=0,
                cooloff_until_ms=?,
                cooloff_hours=?,
@@ -600,6 +618,43 @@ def on_manual_close(
     )
 
 
+def on_closed_trade_pnl(
+    conn,
+    *,
+    pnl_amount: Any,
+    trading_day: str,
+    now: Optional[datetime] = None,
+) -> None:
+    """
+    已平仓交易记盈亏后调用:亏损笔数达 RISK_DAILY_LOSS_LIMIT 则当日冻结开仓.
+    上限为 0 时不启用本规则.
+    """
+    if not risk_control_enabled():
+        return
+    limit = daily_loss_limit()
+    if limit <= 0:
+        return
+    try:
+        pnl = float(pnl_amount)
+    except (TypeError, ValueError):
+        return
+    if pnl >= 0:
+        return
+    row = _sync_trading_day(conn, trading_day, now=now)
+    if int(_row_get(row, "daily_frozen") or 0) == 1:
+        return
+    count = int(_row_get(row, "daily_loss_count") or 0) + 1
+    conn.execute(
+        """UPDATE account_risk_state SET
+           daily_loss_count=?,
+           updated_at=?
+           WHERE id=1""",
+        (count, (now or datetime.now()).strftime("%Y-%m-%d %H:%M:%S")),
+    )
+    if count >= limit:
+        _set_daily_frozen(conn, trading_day=trading_day, now=now)
+
+
 def on_journal_saved(
     conn,
     *,
@@ -762,6 +817,7 @@ def compute_account_risk_status(
             "cooloff_until_ms": None,
             "cooloff_until": None,
             "manual_close_count": 0,
+            "daily_loss_count": 0,
             "daily_frozen": False,
         }
     row = _sync_trading_day(conn, trading_day, now=now)
@@ -784,12 +840,21 @@ def compute_account_risk_status(
         row = _load_state(conn)
         cooloff_until_ms = _resolved_cooloff_until_ms(row, now_ms)
     manual_close_count = int(_row_get(row, "manual_close_count") or 0)
+    daily_loss_count = int(_row_get(row, "daily_loss_count") or 0)
+    loss_limit = daily_loss_limit()
 
     status = STATUS_NORMAL
     reason = ""
     if daily_frozen:
         status = STATUS_DAILY
-        reason = f"账户今日已冻结(手动平仓 {manual_close_count} 次或复盘情绪标签)"
+        parts = []
+        if loss_limit > 0 and daily_loss_count >= loss_limit:
+            parts.append(f"日亏损 {daily_loss_count}/{loss_limit} 次")
+        if manual_close_count >= manual_close_daily_limit():
+            parts.append(f"手动平仓 {manual_close_count} 次")
+        if not parts:
+            parts.append("手动平仓/日亏损达限或复盘情绪标签")
+        reason = "账户今日已冻结(" + "、".join(parts) + ")"
     elif cooloff_until_ms is not None:
         remaining_ms = cooloff_until_ms - now_ms
         hours = _cooloff_hours_value(row)
@@ -818,6 +883,8 @@ def compute_account_risk_status(
         if fmt_local_ms and cooloff_until_ms
         else None,
         "manual_close_count": manual_close_count,
+        "daily_loss_count": daily_loss_count,
+        "daily_loss_limit": loss_limit,
         "daily_frozen": daily_frozen,
         "pending_journal_trade_id": pending,
         "freeze_remaining_sec": freeze_remaining_sec if not can_trade else 0,

manual_trading_hub/AI教练说明.md

@@ -6,7 +6,7 @@
 
 | 功能 | 说明 |
 |------|------|
-| **交易教练** | 口语化陪聊;注入三户监控快照与今日总结摘要(后台自动生成,不在页面展示) |
+| **交易教练** | 口语化陪聊;注入三户监控快照(**含 OKX 期权持仓明细**)、执行手册短摘要与今日总结摘要(后台自动生成,不在页面展示) |
 | **普通聊天** | 不绑交易数据,适合闲聊,答疑 |
 | **交易监管** | 今日长会话;手动/中控开平仓与新开仓自动推送 + 企业微信 + 可回聊(见 [交易监管说明.md](./交易监管说明.md)) |
 | **会话历史** | 右侧列表:切换,删除;消息一键复制 |

manual_trading_hub/docs/help/02-hub-nav.md

@@ -7,7 +7,7 @@
 | **资金概况** | 总资金曲线、分户权益、回撤与 24h 变化 |
 | **开仓计划** | 事前写下计划、跟踪进行中、统计历史胜率 |
 | **监控区** | **核心操作台**：三所持仓卡片、全平/撤单、关键位与趋势计划摘要 |
-| **策略说明** | 三所策略 playbook + 开仓检查清单（非系统操作手册） |
+| **策略说明** | 执行手册 + 三所策略 playbook + 开仓检查清单（非系统操作手册） |
 | **使用说明** | 本页：中控与实例怎么用 |
 | **行情区** | K 线、指标、画线；可从持仓跳转带币种 |
 | **计算器** | 趋势回调 / 滚仓张数与盈亏测算（手动填价） |

manual_trading_hub/hub.py

@@ -777,6 +777,17 @@ _ACCOUNT_RISK_BADGE_CSS = _REPO_STATIC / "account_risk_badge.css"
 _ACCOUNT_RISK_BADGE_JS = _REPO_STATIC / "account_risk_badge.js"
 _OPTIONS_EXPIRY_COUNTDOWN_JS = _REPO_STATIC / "options_expiry_countdown.js"
 _OPTIONS_POSITION_CARDS_JS = _REPO_STATIC / "options_position_cards.js"
+_AUTOFILL_GUARD_JS = _REPO_STATIC / "autofill_guard.js"
+
+
+@app.get("/assets/autofill_guard.js")
+def hub_autofill_guard_js():
+    if not _AUTOFILL_GUARD_JS.is_file():
+        raise HTTPException(status_code=404, detail="autofill_guard.js not found")
+    return FileResponse(
+        str(_AUTOFILL_GUARD_JS),
+        media_type="application/javascript; charset=utf-8",
+    )
 
 
 @app.get("/assets/account_risk_badge.css")

manual_trading_hub/hub_ai/chat.py

@@ -25,6 +25,7 @@ from hub_ai.context import (
     format_chat_context_for_chat,
     format_chat_position_overview,
 )
+from hub_ai.playbook_brief import format_playbook_brief_for_chat
 from hub_ai.prompts import (
     CHAT_GENERAL_SYSTEM,
     CHAT_SYSTEM,
@@ -217,6 +218,10 @@ def send_chat_message(
         ctx = build_chat_context(exchanges, trading_day=day)
         day = ctx["trading_day"]
         brief_ctx, excerpt = _trading_context_bundle(ctx, prior_count=prior_count)
+        # 首轮带完整手册摘要;续聊缩短,避免挤占对话上下文
+        playbook = format_playbook_brief_for_chat(
+            max_chars=1200 if prior_count <= 0 else 700
+        )
         user_prompt = build_chat_user_prompt(
             context_text=brief_ctx,
             trading_day=day,
@@ -225,6 +230,7 @@ def send_chat_message(
             history_lines=history_tail,
             user_message=user_for_prompt,
             attachment_note=str(parsed.get("attachment_note") or ""),
+            playbook_brief=playbook,
         )
         if parsed.get("text_append"):
             user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)

manual_trading_hub/hub_ai/context.py

@@ -86,7 +86,81 @@ def _filter_open_positions(positions: list) -> list[dict]:
 
 
 def _account_open_position_count(ac: dict) -> int:
-    return len(_filter_open_positions(ac.get("positions") or []))
+    perp = len(_filter_open_positions(ac.get("positions") or []))
+    opt = int(ac.get("options_open_position_count") or 0)
+    if opt <= 0:
+        opt = len(_iter_options_position_dicts(ac))
+    return perp + opt
+
+
+def _iter_options_position_dicts(ac: dict) -> list[dict]:
+    snap = ac.get("options_snapshot")
+    if not isinstance(snap, dict):
+        return []
+    if snap.get("ok") is False or snap.get("enabled") is False:
+        return []
+    out: list[dict] = []
+    for p in snap.get("positions") or []:
+        if not isinstance(p, dict):
+            continue
+        inst = str(p.get("inst_id") or p.get("instId") or "").strip()
+        if not inst:
+            continue
+        out.append(p)
+    return out
+
+
+def _format_options_position_detail_line(p: dict) -> str:
+    inst = p.get("inst_id") or p.get("instId") or "?"
+    opt_type = (p.get("opt_type") or p.get("optType") or "").upper()
+    label = "Call" if opt_type == "C" else "Put" if opt_type == "P" else (opt_type or "OPT")
+    src = _options_source_label(p)
+    sheets = p.get("pos")
+    if sheets is None:
+        sheets = p.get("sheets")
+    if sheets is None:
+        sheets = p.get("contracts")
+    if sheets is None:
+        sheets = "?"
+    parts = [f"期权 {inst} {label}", f"来源{src}", f"张数{sheets}"]
+    paid = _safe_float(p.get("premium_paid"))
+    if paid is not None:
+        parts.append(f"权利金{paid:g}U")
+    net: Optional[float] = None
+    try:
+        from lib.options.options_positions_lib import net_pnl_from_display_row
+
+        net = net_pnl_from_display_row(p)
+    except Exception:
+        net = None
+    if net is None:
+        net = _safe_float(p.get("net_pnl"))
+    if net is None:
+        net = _safe_float(p.get("upl"))
+    if net is not None:
+        parts.append(f"净盈亏{net:.4f}U")
+    tgt = _options_target_monitor_text(p)
+    if tgt and tgt not in ("—", "-", ""):
+        parts.append(f"目标{tgt}")
+    return "  - " + " ".join(parts)
+
+
+def _append_options_position_lines(lines: list[str], ac: dict, *, limit: int = 6, indent: str = "  - ") -> None:
+    rows = _iter_options_position_dicts(ac)
+    if not rows:
+        return
+    if indent.startswith("    "):
+        # chat slim: already under account bullet
+        for p in rows[:limit]:
+            lines.append(f"    · {_format_options_position_detail_line(p).lstrip('  - ')}")
+        if len(rows) > limit:
+            lines.append(f"    · …共{len(rows)}笔期权持仓")
+        return
+    lines.append("期权持仓明细(交易所实盘,含目标位若已挂):")
+    for p in rows[:limit]:
+        lines.append(_format_options_position_detail_line(p))
+    if len(rows) > limit:
+        lines.append(f"  - …共{len(rows)}笔期权持仓")
 
 
 def _monitor_counts(ac: dict) -> dict[str, int]:
@@ -291,25 +365,45 @@ def _find_plan_tpsl_for_position(
     if not isinstance(hub_mon, dict):
         return None, None, False
     side_l = (side or "").lower()
+    if side_l in ("buy",):
+        side_l = "long"
+    elif side_l in ("sell",):
+        side_l = "short"
     for o in hub_mon.get("orders") or []:
         if not isinstance(o, dict):
             continue
         o_sym = o.get("exchange_symbol") or o.get("symbol") or ""
         if not _symbols_match(symbol, o_sym):
             continue
-        if (o.get("direction") or "").lower() != side_l:
+        o_side = (o.get("direction") or "").lower()
+        if o_side and o_side != side_l:
             continue
         return (
             _safe_float(o.get("stop_loss")),
             _safe_float(o.get("take_profit")),
             False,
         )
+    for r in hub_mon.get("rolls") or []:
+        if not isinstance(r, dict):
+            continue
+        o_sym = r.get("exchange_symbol") or r.get("symbol") or ""
+        if not _symbols_match(symbol, o_sym):
+            continue
+        o_side = (r.get("direction") or "").lower()
+        if o_side and o_side != side_l:
+            continue
+        return (
+            _safe_float(r.get("stop_loss")),
+            _safe_float(r.get("take_profit")),
+            False,
+        )
     for t in hub_mon.get("trends") or []:
         if not isinstance(t, dict):
             continue
         if not _symbols_match(symbol, t.get("symbol") or ""):
             continue
-        if (t.get("direction") or "").lower() != side_l:
+        t_side = (t.get("direction") or "").lower()
+        if t_side and t_side != side_l:
             continue
         plan_tp = t.get("take_profit")
         tp = _safe_float(plan_tp) if plan_tp not in (None, "") else None
@@ -768,7 +862,9 @@ def format_context_text(payload: dict) -> str:
     lines.append(
         f"【合计·今日 {day}】平仓盈亏 {totals.get('total_pnl_u')}U | "
         f"笔数 {totals.get('closed_count')}(胜{totals.get('win_count')}/负{totals.get('loss_count')})| "
-        f"实盘持仓 {totals.get('open_position_count', 0)} 仓 | "
+        f"实盘持仓 {totals.get('open_position_count', 0)} 仓"
+        f"(永续{totals.get('perpetual_open_position_count', totals.get('open_position_count', 0))}/"
+        f"期权{totals.get('options_open_position_count', 0)}) | "
         f"浮盈亏 {totals.get('float_pnl_u')}U | "
         f"资金账户合计 {_fmt_fund(totals.get('total_funding_usdt'))} | "
         f"交易账户合计 {_fmt_fund(totals.get('total_trading_usdt'))}"
@@ -835,6 +931,7 @@ def format_context_text(payload: dict) -> str:
                 if not isinstance(p, dict):
                     continue
                 lines.append(_format_position_detail_line(p, hub_mon))
+        _append_options_position_lines(lines, ac, limit=8)
         lines.append(
             f"Agent合约余额:{ac.get('balance_usdt') if ac.get('balance_usdt') is not None else '未知'} USDT"
         )
@@ -865,7 +962,9 @@ def format_summary_context_text(payload: dict) -> str:
     lines.append(
         f"【合计·今日 {day}】平仓盈亏 {totals.get('total_pnl_u')}U | "
         f"笔数 {totals.get('closed_count')}(胜{totals.get('win_count')}/负{totals.get('loss_count')})| "
-        f"实盘持仓 {totals.get('open_position_count', 0)} 仓 | "
+        f"实盘持仓 {totals.get('open_position_count', 0)} 仓"
+        f"(永续{totals.get('perpetual_open_position_count', totals.get('open_position_count', 0))}/"
+        f"期权{totals.get('options_open_position_count', 0)}) | "
         f"浮盈亏 {totals.get('float_pnl_u')}U | "
         f"资金账户合计 {_fmt_fund(totals.get('total_funding_usdt'))} | "
         f"交易账户合计 {_fmt_fund(totals.get('total_trading_usdt'))}"
@@ -923,6 +1022,7 @@ def format_summary_context_text(payload: dict) -> str:
                 if not isinstance(p, dict):
                     continue
                 lines.append(_format_position_detail_line(p, hub_mon))
+        _append_options_position_lines(lines, ac, limit=8)
         lines.append(
             f"Agent合约余额:{ac.get('balance_usdt') if ac.get('balance_usdt') is not None else '未知'} USDT"
         )
@@ -1059,6 +1159,76 @@ def resolve_position_monitor_source(pos: dict, hub_mon: Optional[dict]) -> str:
     return candidates[0][1]
 
 
+def resolve_position_reward_at_tp(pos: dict, hub_mon: Optional[dict]) -> Optional[float]:
+    """与监控区「盈利金额」一致:有字段用字段,否则按止盈价×张数推算."""
+    sym = str(pos.get("symbol") or "")
+    side = str(pos.get("side") or "").lower()
+    if side in ("buy",):
+        side = "long"
+    elif side in ("sell",):
+        side = "short"
+    matched: Optional[dict] = None
+    if isinstance(hub_mon, dict) and hub_mon.get("ok") is not False and sym:
+        for bucket in ("orders", "rolls", "trends"):
+            for o in hub_mon.get(bucket) or []:
+                if not isinstance(o, dict):
+                    continue
+                o_sym = o.get("exchange_symbol") or o.get("symbol") or ""
+                if not _symbols_match(sym, str(o_sym)):
+                    continue
+                o_side = str(o.get("direction") or "").lower()
+                # 与前端 findMonitorOrder 一致:方向为空也可匹配
+                if o_side and o_side != side:
+                    continue
+                matched = o
+                v = _safe_float(o.get("reward_at_tp_usdt"))
+                if v is not None:
+                    return v
+                break
+            if matched is not None:
+                break
+
+    v = _safe_float(pos.get("reward_at_tp_usdt"))
+    if v is not None:
+        return v
+
+    entry = _safe_float(pos.get("entry_price"))
+    if entry is None and matched is not None:
+        entry = _safe_float(
+            matched.get("avg_entry_price")
+            or matched.get("entry_price")
+            or matched.get("avg_px")
+        )
+    tp = None
+    if matched is not None:
+        tp = _safe_float(matched.get("take_profit"))
+        if tp is None:
+            tp = _safe_float(matched.get("take_profit_display"))
+    if tp is None:
+        tpsl = _resolve_position_tpsl(pos, hub_mon)
+        tp = tpsl.get("tp")
+    contracts = pos.get("contracts")
+    if contracts is None:
+        contracts = pos.get("size")
+    if contracts is None and matched is not None:
+        contracts = matched.get("contracts")
+    try:
+        qty = abs(float(contracts)) if contracts is not None else None
+    except (TypeError, ValueError):
+        qty = None
+    cs = _safe_float(pos.get("contract_size"))
+    if cs is None or cs <= 0:
+        cs = 1.0
+    if entry is None or tp is None or not qty:
+        return None
+    try:
+        from lib.strategy.strategy_roll_ui_lib import reward_at_tp_usdt
+
+        return reward_at_tp_usdt(side or "long", float(entry), float(tp), float(qty), contract_size=float(cs))
+    except Exception:
+        return None
+
+
 def _options_source_label(p: dict) -> str:
     """看板期权来源:期期/永期对冲,其余为纯期权."""
     source = str(p.get("source") or "").strip()
@@ -1100,6 +1270,13 @@ def format_dashboard_account_detail(ac: dict) -> dict[str, Any]:
             contracts = p.get("size")
         upnl = _position_float_pnl(p)
         source = resolve_position_monitor_source(p, hub_mon)
+        entry = _safe_float(p.get("entry_price"))
+        mark = _safe_float(p.get("mark_price"))
+        notional = _safe_float(p.get("notional_usdt"))
+        if notional is None:
+            notional = _safe_float(p.get("notional"))
+        reward_tp = resolve_position_reward_at_tp(p, hub_mon)
+        tpsl = _resolve_position_tpsl(p, hub_mon)
         position_lines.append(
             {
                 "kind": "position",
@@ -1107,6 +1284,15 @@ def format_dashboard_account_detail(ac: dict) -> dict[str, Any]:
                 "symbol": sym,
                 "side": side,
                 "contracts": contracts,
+                "entry_price": entry,
+                "entry_price_fmt": p.get("entry_price_fmt"),
+                "mark_price": mark,
+                "mark_price_fmt": p.get("mark_price_fmt"),
+                "notional_usdt": notional,
+                "stop_loss": tpsl.get("sl"),
+                "take_profit": tpsl.get("tp"),
+                "tp_note": tpsl.get("tp_note") or "",
+                "reward_at_tp_usdt": round(reward_tp, 4) if reward_tp is not None else None,
                 "text": f"{sym} {side}",
                 "pnl": round(upnl, 4),
             }
@@ -1183,21 +1369,30 @@ def collect_closed_trades_snapshot(
 def format_chat_position_overview(payload: dict) -> str:
     totals = payload.get("totals") or {}
     total_open = int(totals.get("open_position_count") or 0)
+    opt_total = int(totals.get("options_open_position_count") or 0)
+    perp_total = int(
+        totals.get("perpetual_open_position_count")
+        if totals.get("perpetual_open_position_count") is not None
+        else max(0, total_open - opt_total)
+    )
     if total_open <= 0:
         head = f"【实盘持仓总览】当前空仓(监控户合计 0 仓).浮盈亏 0U 表示无持仓,不是「有仓但不动」."
     else:
         head = (
-            f"【实盘持仓总览】监控户合计 {total_open} 仓,"
+            f"【实盘持仓总览】监控户合计 {total_open} 仓"
+            f"(永续{perp_total}/期权{opt_total}),"
             f"浮盈亏合计 {totals.get('float_pnl_u')}U."
         )
     lines = [
         head,
-        "【区分】只有带「持仓明细/交易所实盘」字样的才是已开仓;趋势回调,关键位,下单监控,顺势加仓是本地计划/监控,不算持仓.持仓明细若含止损/止盈价,表示已挂条件单或监控计划中有价位.",
+        "【区分】只有带「持仓明细/交易所实盘/期权持仓」字样的才是已开仓;趋势回调,关键位,下单监控,顺势加仓是本地计划/监控,不算持仓.持仓明细若含止损/止盈价,表示已挂条件单或监控计划中有价位.",
     ]
     for ac in payload.get("accounts") or []:
         if ac.get("status") == "未监控":
             continue
         n = int(ac.get("open_position_count") or _account_open_position_count(ac))
+        opt_n = int(ac.get("options_open_position_count") or len(_iter_options_position_dicts(ac)))
+        perp_n = len(_filter_open_positions(ac.get("positions") or []))
         mc = _monitor_counts(ac)
         mon_parts = []
         if mc["trends"]:
@@ -1213,8 +1408,11 @@ def format_chat_position_overview(payload: dict) -> str:
             lines.append(f"- {ac.get('name')}:空仓{mon_txt}")
         else:
             lines.append(
-                f"- {ac.get('name')}:{n}仓 浮盈亏{ac.get('float_pnl_u')}U{mon_txt}"
+                f"- {ac.get('name')}:{n}仓(永续{perp_n}/期权{opt_n}) "
+                f"浮盈亏{ac.get('float_pnl_u')}U{mon_txt}"
             )
+            for p in _iter_options_position_dicts(ac)[:4]:
+                lines.append(f"  · {_format_options_position_detail_line(p).lstrip('  - ')}")
     return "\n".join(lines)
 
 
@@ -1222,11 +1420,19 @@ def format_chat_context_slim(payload: dict) -> str:
     """聊天专用:不含 180 日资金曲线与昨日平仓明细,避免挤占对话上下文."""
     totals = payload.get("totals") or {}
     day = totals.get("trading_day")
+    opt_total = int(totals.get("options_open_position_count") or 0)
+    perp_total = int(
+        totals.get("perpetual_open_position_count")
+        if totals.get("perpetual_open_position_count") is not None
+        else max(0, int(totals.get("open_position_count") or 0) - opt_total)
+    )
     lines = [
         f"【今日合计 {day}】平仓盈亏 {totals.get('total_pnl_u')}U | "
         f"笔数 {totals.get('closed_count')}(胜{totals.get('win_count')}/负{totals.get('loss_count')})| "
-        f"实盘持仓 {totals.get('open_position_count', 0)} 仓 | 浮盈亏 {totals.get('float_pnl_u')}U",
+        f"实盘持仓 {totals.get('open_position_count', 0)} 仓"
-        "【说明】持仓=交易所实盘;趋势/关键位/监控单=本地计划,不等于已开仓.持仓行内「止损/止盈」= 交易所条件单或监控计划价(与监控页一致).",
+        f"(永续{perp_total}/期权{opt_total}) | 浮盈亏 {totals.get('float_pnl_u')}U",
+        "【说明】持仓=交易所实盘(含期权);趋势/关键位/监控单=本地计划,不等于已开仓."
+        "永续行「止损/止盈」=条件单或监控计划价;期权行含合约/来源/权利金/净盈亏/目标位.",
     ]
     for ac in payload.get("accounts") or []:
         if ac.get("status") == "未监控":
@@ -1234,7 +1440,12 @@ def format_chat_context_slim(payload: dict) -> str:
             continue
         st = ac.get("trade_stats") or {}
         open_n = int(ac.get("open_position_count") or _account_open_position_count(ac))
-        pos_txt = "空仓" if open_n <= 0 else f"{open_n}仓 浮盈亏{ac.get('float_pnl_u')}U"
+        opt_n = int(ac.get("options_open_position_count") or len(_iter_options_position_dicts(ac)))
+        perp_n = len(_filter_open_positions(ac.get("positions") or []))
+        if open_n <= 0:
+            pos_txt = "空仓"
+        else:
+            pos_txt = f"{open_n}仓(永续{perp_n}/期权{opt_n}) 浮盈亏{ac.get('float_pnl_u')}U"
         mc = _monitor_counts(ac)
         mon = []
         if mc["trends"]:
@@ -1263,6 +1474,7 @@ def format_chat_context_slim(payload: dict) -> str:
             if not isinstance(p, dict):
                 continue
             lines.append(f"    · {_format_position_detail_line(p, hub_mon).lstrip('  - ')}")
+        _append_options_position_lines(lines, ac, limit=6, indent="    · ")
     return "\n".join(lines)
 
 

manual_trading_hub/hub_ai/playbook_brief.py

@@ -0,0 +1,28 @@
+"""交易教练用的执行手册短摘要(来源 docs/交易执行手册-期权与Gate.md)."""
+from __future__ import annotations
+
+from pathlib import Path
+
+from lib.paths import REPO_ROOT
+
+# 控制 token:保持简短;手册大改时同步修订本摘要.
+_PLAYBOOK_BRIEF = """【用户策略执行手册·摘要】(来源:docs/交易执行手册-期权与Gate.md)
+一句话:横盘对冲(可偏置实值);突破用一天期权;假破确认后小仓合约加强;先过方向/空间/值不值得;期权不手平;一位置两次,错完收工;单笔小亏、组合回撤可控.
+分工:OKX 期权=主业;Gate 合约=辅业;其它账户暂不做.同一时段尽量只让一边说话.
+入场三类:①横盘较久→期期对冲(一天 Call+Put,总权利金约10U),期间一般不开 Gate;②方向/空间/值不值得过关且结构突破→一天期权方向单,默认不上合约;③已有突破期权后出现反向假破确认→Gate 小仓加强(加重暴露,按一笔故事控风险).
+仓位(总资约800U):单笔期权约10U且一次一仓;期期对冲合计约10U;Gate 保证金约50U×约10x,止损约5U,单笔最亏约≤10U;日最坏约≤20U.
+期权纪律:不手动平仓,只认规则止盈或到期(紧急手平非策略样本);默认一天期,尽量北京时间16:00后开次日到期.
+Gate 纪律:只做很明确位置;同一位置最多两次机会(结构突破/假突破);两次都错→当日收工.
+教练用法:对照上述纪律讨论执行与心态;勿另造策略或鼓励期权手平/超仓."""
+
+
+def playbook_md_path() -> Path:
+    return REPO_ROOT / "docs" / "交易执行手册-期权与Gate.md"
+
+
+def format_playbook_brief_for_chat(max_chars: int = 1200) -> str:
+    """返回注入交易教练上下文的短摘要."""
+    text = _PLAYBOOK_BRIEF.strip()
+    if len(text) <= max_chars:
+        return text
+    return text[: max(200, max_chars - 1)].rstrip() + "…"

manual_trading_hub/hub_ai/prompts.py

@@ -44,10 +44,12 @@ CHAT_SYSTEM = """
 - 不要「第1点第2点你应该…」;不要「作为你的教练我必须…」.
 - 不预测涨跌,不保证收益,不替用户做决定.
 - 只能依据提供的监控与交易数据说话;看不到的就说「我这边看不到,你可以去 xx 实例页确认」.
-- **持仓判定**:只有快照里「实盘持仓总览 / 持仓明细 / 交易所实盘」才算已开仓;「空仓 / 0 仓」就是没仓位.浮盈亏 0U 且空仓时,不要说「还有仓」「卡着不动」.
+- **持仓判定**:只有快照里「实盘持仓总览 / 持仓明细 / 交易所实盘 / 期权持仓」才算已开仓;「空仓 / 0 仓」就是没仓位.浮盈亏 0U 且空仓时,不要说「还有仓」「卡着不动」.
+- **期权持仓**:快照中「期权 …」行与永续同样是实盘;须分开提及.期权净盈亏/目标位以快照为准.
 - **监控单 ≠ 持仓**:趋势回调,关键位,顺势加仓,下单监控是本地计划或挂单监控,用户说已平仓时,即使还有这些监控,也不要当成手里还有仓.
 - 用户口述与快照冲突时,以快照为准并口语说明「我这边看到是空仓/有N仓」.
 - 若附带「今日总结摘要」,那是较早生成的缓存,**实盘持仓以【当前多账户快照】里的「实盘持仓总览」为准**,摘要里若提到持仓可能已过时.
+- 若附带【用户策略执行手册·摘要】,须按该纪律理解账户分工与离场规则(如期权通常不手平、Gate 一位置两次等);勿另造策略或鼓励违反摘要纪律.
 - 若用户上传图片,可结合图中可见信息讨论,看不清的明确说看不清.
 - **优先接住【用户现在说】和【对话核心摘要】**:用户聊心态,悔单,某笔操作时,先顺着这个话题回应,不要每句都复述账户资金数字.
 - **接续对话**:有【对话核心摘要】时须接着聊,不要重复开场白;整段回复必须写完,以句号/问号/感叹号收尾,不得停在半句话;编号列表每条单独一行.
@@ -143,12 +145,20 @@ def build_chat_user_prompt(
     history_lines: str = "",
     user_message: str,
     attachment_note: str = "",
+    playbook_brief: str = "",
 ) -> str:
     parts = [f"【交易日】{trading_day}"]
     if rolling_summary.strip():
         parts.extend(["【对话核心摘要(须接续,勿重复开场)】", rolling_summary.strip()])
     elif history_lines.strip():
         parts.extend(["【最近对话】", history_lines.strip()])
+    if playbook_brief.strip():
+        parts.extend(
+            [
+                "【用户策略执行手册·摘要(须知悉分工与纪律)】",
+                playbook_brief.strip(),
+            ]
+        )
     parts.extend([
         "【当前多账户快照(事实参考;持仓以「实盘持仓总览」为准)】",
         context_text.strip() or "(无监控数据)",

manual_trading_hub/static/app.css

@@ -392,6 +392,11 @@ button.ghost:hover:not(:disabled) {
   display: none;
 }
 
+/* 通用隐藏:策略正文/执行清单等 Tab 面板依赖此类互斥显示 */
+.hidden {
+  display: none !important;
+}
+
 .page-head {
   margin: 24px 0 16px;
 }
@@ -4296,6 +4301,70 @@ body.login-page {
     gap: 6px;
   }
 
+  /* 手机:隐藏「操作·刷新/紧急全平」,桌面不变 */
+  body.hub-phone #monitor-ops-fold {
+    display: none !important;
+  }
+
+  /* 手机收起态:今日统计固定两行(左标题/交易日,右总浮盈亏) */
+  body.hub-phone .monitor-stats-card.is-collapsed {
+    padding: 0;
+  }
+
+  body.hub-phone .monitor-stats-card.is-collapsed .monitor-stats-head {
+    display: grid;
+    grid-template-columns: minmax(0, 1fr) auto;
+    grid-template-rows: auto auto;
+    column-gap: 10px;
+    row-gap: 2px;
+    align-items: center;
+    padding: 10px 12px;
+  }
+
+  body.hub-phone .monitor-stats-card.is-collapsed .monitor-stats-head-main {
+    display: contents;
+  }
+
+  body.hub-phone .monitor-stats-card.is-collapsed .card-title-row {
+    grid-column: 1;
+    grid-row: 1;
+    flex-wrap: nowrap;
+    min-width: 0;
+  }
+
+  body.hub-phone .monitor-stats-card.is-collapsed .card-title {
+    font-size: 13px;
+    margin: 0;
+  }
+
+  body.hub-phone .monitor-stats-card.is-collapsed .card-sub {
+    grid-column: 1;
+    grid-row: 2;
+    margin: 0;
+    font-size: 10px;
+    line-height: 1.3;
+    white-space: nowrap;
+    overflow: hidden;
+    text-overflow: ellipsis;
+  }
+
+  body.hub-phone .monitor-stats-card.is-collapsed .monitor-stats-float-summary {
+    grid-column: 2;
+    grid-row: 1 / span 2;
+    align-self: center;
+    padding: 0;
+    text-align: right;
+  }
+
+  body.hub-phone .monitor-stats-card.is-collapsed .monitor-stats-float-summary .monitor-stat-label {
+    margin-bottom: 0;
+    font-size: 10px;
+  }
+
+  body.hub-phone .monitor-stats-card.is-collapsed .monitor-stats-float-value {
+    font-size: 16px;
+  }
+
   body.hub-phone .monitor-stat-cell {
     padding: 8px 6px;
   }
@@ -4633,7 +4702,16 @@ body.login-page {
     display: none;
   }
 
-  /* 行情全屏:竖屏提示转横;横屏吃满 */
+  body.hub-phone #page-calculator .calc-result-title,
+  body.hub-phone #page-calculator .calc-result-placeholder {
+    display: none !important;
+  }
+
+  body.hub-phone #page-calculator .calc-result {
+    margin-top: 14px;
+    padding-top: 12px;
+    border-top: 1px solid var(--border-soft);
+  }
   @media (orientation: portrait) {
     body.hub-phone.market-chart-fs-open .market-chart-wrap.is-fullscreen::before {
       content: "全屏看图请横持手机";
@@ -9564,32 +9642,56 @@ body.funds-fullscreen-open {
   }
 }
 
-/* 电脑端计算器改为单页 Tab；手机继续使用原有紧凑 Tab 样式 */
+/* 电脑端计算器:上方 Tab + 左输入 / 右结果双卡；手机端保持原布局 */
 .calc-tab-label-desktop {
   display: none;
 }
 
+.calc-pane-split {
+  display: block;
+}
+
+.calc-result-title {
+  display: none;
+  margin: 0 0 10px;
+  font-size: 1rem;
+  color: var(--text);
+}
+
+.calc-result-placeholder {
+  display: none;
+  margin: 0;
+  color: var(--muted);
+  font-size: 0.82rem;
+  line-height: 1.5;
+}
+
+.calc-result-panel:has(.calc-result.hidden) .calc-result-placeholder {
+  display: block;
+}
+
 body:not(.hub-phone) #page-calculator .calc-workspace {
-  display: grid;
+  display: flex;
-  grid-template-columns: 180px minmax(0, 1fr);
+  flex-direction: column;
   gap: 14px;
-  align-items: start;
+  align-items: stretch;
 }
 
 body:not(.hub-phone) #page-calculator .calc-mobile-tabs {
-  display: grid;
+  display: flex;
-  grid-template-columns: minmax(0, 1fr);
+  flex-direction: row;
+  flex-wrap: wrap;
   gap: 8px;
   max-width: none;
   margin: 0;
-  padding: 5px;
+  padding: 6px;
   border: 1px solid var(--border-soft);
   border-radius: 12px;
   background: var(--nav-bg);
 }
 
 body:not(.hub-phone) #page-calculator .calc-m-tab {
-  min-height: 42px;
+  min-height: 40px;
   border: 1px solid transparent;
   border-radius: 9px;
   background: transparent;
@@ -9598,8 +9700,8 @@ body:not(.hub-phone) #page-calculator .calc-m-tab {
   font-size: 13px;
   font-weight: 600;
   cursor: pointer;
-  text-align: left;
+  text-align: center;
-  padding: 9px 12px;
+  padding: 8px 16px;
 }
 
 body:not(.hub-phone) #page-calculator .calc-m-tab:hover {
@@ -9632,9 +9734,61 @@ body:not(.hub-phone) #page-calculator .calc-layout[data-calc-tab="roll"] [data-c
   display: none;
 }
 
+body:not(.hub-phone) #page-calculator .calc-card {
+  padding: 0;
+  background: transparent;
+  border: 0;
+  box-shadow: none;
+  height: auto;
+}
+
+body:not(.hub-phone) #page-calculator .calc-pane-split {
+  display: grid;
+  grid-template-columns: minmax(0, 1.05fr) minmax(0, 0.95fr);
+  gap: 14px;
+  align-items: stretch;
+}
+
+body:not(.hub-phone) #page-calculator .calc-input-panel,
+body:not(.hub-phone) #page-calculator .calc-result-panel {
+  padding: 16px 18px;
+  border-radius: 12px;
+  background: var(--panel, var(--dash-card-bg, #121820));
+  border: 1px solid var(--border-soft, var(--border));
+  box-shadow: var(--card-glow, none);
+  min-height: 280px;
+  height: 100%;
+  box-sizing: border-box;
+}
+
+body:not(.hub-phone) #page-calculator .calc-result-panel {
+  display: flex;
+  flex-direction: column;
+}
+
+body:not(.hub-phone) #page-calculator .calc-result-title {
+  display: block;
+}
+
+body:not(.hub-phone) #page-calculator .calc-result {
+  margin-top: 0;
+  padding-top: 0;
+  border-top: 0;
+}
+
+body:not(.hub-phone) #page-calculator .calc-result.hidden {
+  display: none !important;
+}
+
 @media (min-width: 1200px) {
   body:not(.hub-phone) #page-calculator .calc-form-grid {
-    grid-template-columns: repeat(5, minmax(0, 1fr));
+    grid-template-columns: repeat(3, minmax(0, 1fr));
+  }
+}
+
+@media (max-width: 1100px) {
+  body:not(.hub-phone) #page-calculator .calc-pane-split {
+    grid-template-columns: minmax(0, 1fr);
   }
 }
 
@@ -9659,6 +9813,26 @@ body:not(.hub-phone) #page-calculator .calc-layout[data-calc-tab="roll"] [data-c
   flex-wrap: wrap;
   margin-bottom: 12px;
 }
+.strategy-view-tabs {
+  display: flex;
+  gap: 6px;
+  flex-wrap: wrap;
+}
+.strategy-view-tab {
+  padding: 6px 14px;
+  border-radius: 8px;
+  border: 1px solid var(--border-soft);
+  background: var(--surface-2);
+  color: var(--text-soft);
+  cursor: pointer;
+  font-size: 0.88rem;
+}
+.strategy-view-tab.is-active {
+  background: var(--accent-soft);
+  border-color: var(--accent);
+  color: var(--text);
+  font-weight: 600;
+}
 .strategy-tabs {
   display: flex;
   gap: 8px;
@@ -9678,6 +9852,127 @@ body:not(.hub-phone) #page-calculator .calc-layout[data-calc-tab="roll"] [data-c
   border-color: var(--accent);
   color: var(--text);
 }
+.strategy-doc-panel {
+  padding: 18px 22px 20px;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  height: calc(100dvh - 168px);
+  min-height: 420px;
+  max-height: calc(100dvh - 140px);
+}
+.strategy-blog-layout {
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) minmax(220px, 280px);
+  gap: 16px;
+  align-items: stretch;
+  flex: 1 1 auto;
+  min-height: 0;
+}
+.strategy-blog-main {
+  min-width: 0;
+  min-height: 0;
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+}
+.strategy-toc-card {
+  padding: 14px 12px 16px;
+  position: sticky;
+  top: 0;
+  align-self: stretch;
+  height: 100%;
+  max-height: none;
+  overflow: auto;
+  display: flex;
+  flex-direction: column;
+}
+.strategy-toc-title {
+  margin: 0 0 12px;
+  font-size: 0.82rem;
+  font-weight: 700;
+  letter-spacing: 0.04em;
+  color: var(--text-soft);
+  text-transform: uppercase;
+}
+.strategy-toc-nav {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  border-left: 2px solid var(--border-soft);
+  padding-left: 2px;
+  flex: 1 1 auto;
+  min-height: 0;
+}
+.strategy-toc-item {
+  display: grid;
+  grid-template-columns: auto auto minmax(0, 1fr);
+  align-items: start;
+  gap: 8px;
+  width: 100%;
+  text-align: left;
+  padding: 8px 10px;
+  border: none;
+  border-radius: 0 8px 8px 0;
+  background: transparent;
+  color: var(--text-soft);
+  font-size: 0.84rem;
+  line-height: 1.35;
+  cursor: pointer;
+  text-decoration: none;
+  border-left: 2px solid transparent;
+  margin-left: -2px;
+}
+.strategy-toc-item.level-3 {
+  padding-left: 18px;
+  font-size: 0.8rem;
+}
+.strategy-toc-item:hover {
+  background: var(--surface-2, rgba(255, 255, 255, 0.04));
+  color: var(--text);
+}
+.strategy-toc-item.is-active {
+  background: var(--accent-soft, rgba(0, 212, 255, 0.12));
+  color: var(--accent);
+  font-weight: 600;
+  border-left-color: var(--accent);
+}
+.strategy-toc-num {
+  flex: 0 0 auto;
+  min-width: 1.7em;
+  height: 1.7em;
+  padding: 0 5px;
+  border-radius: 999px;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  font-size: 0.72rem;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+  color: var(--accent);
+  background: rgba(0, 212, 255, 0.12);
+  border: 1px solid rgba(0, 212, 255, 0.35);
+}
+.strategy-toc-tag {
+  flex: 0 0 auto;
+  padding: 1px 6px;
+  border-radius: 4px;
+  font-size: 0.68rem;
+  line-height: 1.4;
+  color: var(--muted);
+  background: var(--inset-surface, rgba(0, 0, 0, 0.28));
+  border: 1px solid var(--border-soft);
+  white-space: nowrap;
+}
+.strategy-toc-item.is-active .strategy-toc-tag {
+  color: var(--accent);
+  border-color: rgba(0, 212, 255, 0.35);
+}
+.strategy-toc-text {
+  flex: 1 1 auto;
+  min-width: 0;
+  word-break: break-word;
+}
 .strategy-layout {
   display: grid;
   grid-template-columns: minmax(0, 1.15fr) minmax(0, 0.85fr);
@@ -9717,26 +10012,69 @@ body:not(.hub-phone) #page-calculator .calc-layout[data-calc-tab="roll"] [data-c
 .strategy-doc-body {
   flex: 1 1 auto;
   min-height: 0;
-  max-height: 100%;
+  max-height: none;
   font-size: 0.88rem;
   line-height: 1.55;
   color: var(--text);
   overflow-y: auto;
   overflow-x: hidden;
-  padding: 2px 10px 2px 4px;
+  padding: 8px 22px 20px 18px;
   scrollbar-gutter: stable;
 }
 .strategy-doc-body h2 {
-  font-size: 1rem;
+  display: flex;
-  margin: 0.6em 0 0.5em;
+  align-items: center;
+  flex-wrap: wrap;
+  gap: 8px;
+  font-size: 1.05rem;
+  margin: 1.1em 0 0.55em;
   color: var(--text);
+  scroll-margin-top: 12px;
 }
 .strategy-doc-body h2:first-child {
   margin-top: 0;
 }
+.strategy-sec-mark {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  margin-right: 2px;
+}
+.strategy-sec-num {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-width: 1.7em;
+  height: 1.7em;
+  padding: 0 6px;
+  border-radius: 999px;
+  font-size: 0.72rem;
+  font-weight: 700;
+  font-variant-numeric: tabular-nums;
+  color: #041018;
+  background: var(--accent);
+}
+.strategy-sec-tag {
+  display: inline-flex;
+  align-items: center;
+  padding: 2px 7px;
+  border-radius: 4px;
+  font-size: 0.68rem;
+  font-weight: 600;
+  letter-spacing: 0.02em;
+  color: var(--accent);
+  background: rgba(0, 212, 255, 0.1);
+  border: 1px solid rgba(0, 212, 255, 0.35);
+}
+.strategy-checklist-card {
+  height: calc(100dvh - 168px);
+  min-height: 420px;
+  max-height: calc(100dvh - 140px);
+}
 .strategy-doc-body h3 {
-  font-size: 0.92rem;
+  font-size: 0.94rem;
   margin: 1em 0 0.4em;
+  scroll-margin-top: 12px;
 }
 .strategy-doc-body table {
   width: 100%;
@@ -9769,8 +10107,9 @@ body:not(.hub-phone) #page-calculator .calc-layout[data-calc-tab="roll"] [data-c
   color: var(--muted);
 }
 .strategy-checklist-body {
-  flex: 0 0 auto;
+  flex: 1 1 auto;
-  overflow: visible;
+  min-height: 0;
+  overflow: auto;
   padding: 2px 10px 2px 4px;
 }
 .strategy-checklist-body ul {
@@ -9818,12 +10157,28 @@ body:not(.hub-phone) #page-calculator .calc-layout[data-calc-tab="roll"] [data-c
   .strategy-layout {
     grid-template-columns: 1fr;
   }
+  .strategy-doc-panel,
+  .strategy-checklist-card {
+    height: auto;
+    max-height: none;
+    min-height: 0;
+  }
+  .strategy-blog-layout {
+    grid-template-columns: 1fr;
+  }
+  .strategy-toc-card {
+    position: static;
+    height: auto;
+    max-height: min(36vh, 280px);
+    order: -1;
+  }
   .strategy-doc-card,
   .strategy-checklist-card {
     align-self: stretch;
   }
-  .strategy-doc-body {
+  .strategy-doc-body,
-    max-height: min(50vh, 520px);
+  .strategy-checklist-body {
+    max-height: min(58vh, 560px);
   }
 }
 

manual_trading_hub/static/app.js

@@ -2528,6 +2528,17 @@
               renderMonitorGrid(lastMonitorRows);
             };
           });
+          fsInner.querySelectorAll(".btn-expand-dashboard").forEach((btn) => {
+            btn.onclick = (ev) => {
+              ev.stopPropagation();
+              closeExchangeFullscreen();
+              if (window.hubNavigateTo) window.hubNavigateTo("/dashboard");
+              else {
+                history.pushState({}, "", "/dashboard");
+                setActiveNav();
+              }
+            };
+          });
         } catch (err) {
           console.error("renderFullscreenExchange", err);
           closeExchangeFullscreen();
@@ -4000,6 +4011,7 @@
       </div>
       <div class="fs-head-actions">
         <button type="button" class="ghost btn-expand-back">返回监控</button>
+        <button type="button" class="ghost btn-expand-dashboard">返回数据看板</button>
         ${flaskOpen ? `<a class="btn-link btn-open-instance btn-open-trade" href="#" data-ex-id="${esc(row.id)}" data-next="/trade" data-new-tab="1">打开实例</a>` : ""}
         ${flaskOpen ? `<a class="btn-link btn-open-instance" href="#" data-ex-id="${esc(row.id)}" data-next="/trade">下单</a>` : ""}
         ${flaskOpen ? `<a class="btn-link btn-open-instance" href="#" data-ex-id="${esc(row.id)}" data-next="/key_monitor">监控位</a>` : ""}
@@ -5009,12 +5021,12 @@
       <div class="settings-card-head">
         <label class="chk-label"><input type="checkbox" class="ex-enabled" ${ex.enabled ? "checked" : ""} ${ex.env_disabled ? "disabled" : ""}/> 启用</label>
         ${envOff}
-        <input class="ex-name" value="${esc(ex.name || "")}" placeholder="显示名称" />
+        <input class="ex-name" value="${esc(ex.name || "")}" placeholder="显示名称" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
       </div>
       <div class="settings-grid">
-        <div class="field"><label>Flask URL</label><input class="ex-flask" value="${esc(ex.flask_url || "")}" /></div>
+        <div class="field"><label>Flask URL</label><input class="ex-flask" value="${esc(ex.flask_url || "")}" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></div>
-        <div class="field"><label>Agent URL</label><input class="ex-agent" value="${esc(ex.agent_url || "")}" /></div>
+        <div class="field"><label>Agent URL</label><input class="ex-agent" value="${esc(ex.agent_url || "")}" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></div>
-        <div class="field field-wide"><label>复盘链接(可空)</label><input class="ex-review" value="${esc(ex.review_url || "")}" placeholder="留空则自动生成 /records" /></div>
+        <div class="field field-wide"><label>复盘链接(可空)</label><input class="ex-review" value="${esc(ex.review_url || "")}" placeholder="留空则自动生成 /records" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></div>
       </div>
       <div class="cap-chips">
         <label><input type="checkbox" class="cap-key" ${caps.includes("key") ? "checked" : ""}/> 监控关键位</label>

manual_trading_hub/static/chart.js

@@ -197,9 +197,11 @@
   const elPrevCloseLine = document.getElementById("market-prev-close-line");
   const elPrevHlLines = document.getElementById("market-prev-hl-lines");
   const elDaySplit = document.getElementById("market-day-split");
+  const elOptionExpirySplit = document.getElementById("market-option-expiry-split");
   const PREV_CLOSE_LINE_STORAGE_KEY = "hub-market-prev-close-line";
   const PREV_HL_LINES_STORAGE_KEY = "hub-market-prev-hl-lines";
   const DAY_SPLIT_STORAGE_KEY = "hub-market-day-split";
+  const OPTION_EXPIRY_SPLIT_STORAGE_KEY = "hub-market-option-expiry-split";
   const BJ_OFFSET_SEC = 8 * 60 * 60;
   const elFsToolbar = document.getElementById("market-fs-toolbar");
   const elFsExchange = document.getElementById("market-fs-exchange");
@@ -342,6 +344,14 @@
     saveBoolPref(DAY_SPLIT_STORAGE_KEY, on);
   }
 
+  function loadOptionExpirySplitPref() {
+    return loadBoolPref(OPTION_EXPIRY_SPLIT_STORAGE_KEY, false);
+  }
+
+  function saveOptionExpirySplitPref(on) {
+    saveBoolPref(OPTION_EXPIRY_SPLIT_STORAGE_KEY, on);
+  }
+
   function loadPrevCloseLinePref() {
     return loadBoolPref(PREV_CLOSE_LINE_STORAGE_KEY, false);
   }
@@ -456,6 +466,18 @@
     applyTradingDaySplit(on);
   }
 
+  function applyOptionExpirySplit(enabled) {
+    if (window.HubChartDraw && typeof window.HubChartDraw.setOptionExpirySplit === "function") {
+      window.HubChartDraw.setOptionExpirySplit(enabled);
+    }
+  }
+
+  function syncOptionExpirySplitUi() {
+    const on = !!(elOptionExpirySplit && elOptionExpirySplit.checked);
+    saveOptionExpirySplitPref(on);
+    applyOptionExpirySplit(on);
+  }
+
   function ensureDrawLayer() {
     if (drawAttached || !window.HubChartDraw || !chart || !candleSeries) return;
     window.HubChartDraw.attach({
@@ -471,6 +493,9 @@
     });
     window.HubChartDraw.setViewKey(currentChartViewKey());
     applyTradingDaySplit(elDaySplit ? elDaySplit.checked : loadDaySplitPref());
+    applyOptionExpirySplit(
+      elOptionExpirySplit ? elOptionExpirySplit.checked : loadOptionExpirySplitPref()
+    );
     drawAttached = true;
   }
 
@@ -3481,6 +3506,11 @@
       elDaySplit.addEventListener("change", syncTradingDaySplitUi);
       applyTradingDaySplit(elDaySplit.checked);
     }
+    if (elOptionExpirySplit) {
+      elOptionExpirySplit.checked = loadOptionExpirySplitPref();
+      elOptionExpirySplit.addEventListener("change", syncOptionExpirySplitUi);
+      applyOptionExpirySplit(elOptionExpirySplit.checked);
+    }
     const pageMarket = document.getElementById("page-market");
     const fsKeyTargets = [window, pageMarket, elChartWrap, chartHost].filter(Boolean);
     fsKeyTargets.forEach(function (el) {

manual_trading_hub/static/chart_draw.js

@@ -68,6 +68,7 @@
   let unsubClick = null;
   let mainBound = false;
   let tradingDaySplitEnabled = false;
+  let optionExpirySplitEnabled = false;
   const BJ_OFFSET_SEC = 8 * 60 * 60;
 
   function uid() {
@@ -409,6 +410,50 @@
     ctx.restore();
   }
 
+  /** OKX 期权到期切日:每天 08:00 UTC(=北京 16:00),对应日期权 1/2/3 日间隔 */
+  function collectOptionExpiryBoundaries(candles) {
+    if (!candles.length) return [];
+    const minT = Number(candles[0].time);
+    const maxT = Number(candles[candles.length - 1].time);
+    if (!Number.isFinite(minT) || !Number.isFinite(maxT)) return [];
+    // 北京日历日 → UTC 当天 08:00(=北京 16:00)
+    const minP = utcSecToBjParts(minT);
+    const maxP = utcSecToBjParts(maxT);
+    const out = [];
+    let curMs = Date.UTC(minP.y, minP.m, minP.d, 8, 0, 0) - 86400000;
+    const endMs = Date.UTC(maxP.y, maxP.m, maxP.d, 8, 0, 0) + 2 * 86400000;
+    while (curMs <= endMs) {
+      const boundary = Math.floor(curMs / 1000);
+      if (boundary >= minT - 3600 && boundary <= maxT + 3600) {
+        if (!out.length || out[out.length - 1] !== boundary) out.push(boundary);
+      }
+      curMs += 86400000;
+    }
+    return out;
+  }
+
+  function drawOptionExpirySplits(ctx, w, h) {
+    if (!optionExpirySplitEnabled || !chart) return;
+    const candles = getCandles();
+    if (!candles.length) return;
+    const boundaries = collectOptionExpiryBoundaries(candles);
+    if (!boundaries.length) return;
+    ctx.save();
+    ctx.strokeStyle = "#eab308";
+    ctx.lineWidth = 1;
+    ctx.setLineDash([5, 4]);
+    boundaries.forEach(function (t) {
+      const x = timeToX(t);
+      if (x == null || !Number.isFinite(x) || x < -2 || x > w + 2) return;
+      ctx.beginPath();
+      ctx.moveTo(x, 0);
+      ctx.lineTo(x, h);
+      ctx.stroke();
+    });
+    ctx.setLineDash([]);
+    ctx.restore();
+  }
+
   function drawRect(ctx, x1, y1, x2, y2, selected) {
     if (x1 == null || y1 == null || x2 == null || y2 == null) return;
     const l = Math.min(x1, x2);
@@ -743,6 +788,7 @@
     const h = hostEl.clientHeight;
     ctx.clearRect(0, 0, w, h);
     drawTradingDaySplits(ctx, w, h);
+    drawOptionExpirySplits(ctx, w, h);
     drawings.forEach(function (d) {
       if (d.hidden) ctx.globalAlpha = 0.14;
       renderDrawing(ctx, d, w, h, d.id === selectedId);
@@ -1451,10 +1497,16 @@
     scheduleRedraw();
   }
 
+  function setOptionExpirySplit(enabled) {
+    optionExpirySplitEnabled = !!enabled;
+    scheduleRedraw();
+  }
+
   window.HubChartDraw = {
     attach: attach,
     setViewKey: setViewKey,
     setTradingDaySplit: setTradingDaySplit,
+    setOptionExpirySplit: setOptionExpirySplit,
     resize: scheduleRedraw,
     redraw: scheduleRedraw,
     destroy: destroy,

manual_trading_hub/static/dashboard.css

@@ -124,7 +124,7 @@ body.hub-page-dashboard .page#page-dashboard {
   justify-content: space-between;
   gap: 0;
   width: 100%;
-  padding: 10px 4px;
+  padding: 14px 6px;
   border-radius: 12px;
   background: var(--dash-card-bg);
   border: 1px solid var(--dash-card-border);
@@ -136,7 +136,7 @@ body.hub-page-dashboard .page#page-dashboard {
   flex: 1 1 0;
   min-width: 0;
   max-width: none;
-  padding: 4px 8px;
+  padding: 6px 10px;
   position: relative;
   text-align: center;
 }
@@ -145,8 +145,8 @@ body.hub-page-dashboard .page#page-dashboard {
   content: "";
   position: absolute;
   left: 0;
-  top: 18%;
+  top: 16%;
-  bottom: 18%;
+  bottom: 16%;
   width: 1px;
   background: color-mix(in srgb, var(--dash-card-border) 85%, transparent);
 }
@@ -167,10 +167,10 @@ body.hub-page-dashboard .page#page-dashboard {
 }
 
 .dash-kpi-label {
-  font-size: 0.65rem;
+  font-size: 0.78rem;
   color: var(--dash-muted);
   letter-spacing: 0.04em;
-  margin-bottom: 4px;
+  margin-bottom: 6px;
   white-space: nowrap;
   overflow: hidden;
   text-overflow: ellipsis;
@@ -178,8 +178,8 @@ body.hub-page-dashboard .page#page-dashboard {
 
 .dash-kpi-value {
   font-family: JetBrains Mono, monospace;
-  font-size: 0.92rem;
+  font-size: 1.18rem;
-  font-weight: 600;
+  font-weight: 650;
   line-height: 1.25;
   color: var(--dash-text);
   white-space: nowrap;
@@ -247,11 +247,66 @@ body.hub-page-dashboard .page#page-dashboard {
 
 .dash-ac-grid {
   display: grid;
-  grid-template-columns: repeat(auto-fit, minmax(min(100%, 280px), 1fr));
+  grid-template-columns: 1fr;
   gap: 12px;
   padding: 14px;
 }
 
+.dash-pos-unified-card {
+  width: 100%;
+}
+
+.dash-ex-link {
+  appearance: none;
+  border: 0;
+  background: transparent;
+  color: var(--dash-accent);
+  font: inherit;
+  font-weight: 600;
+  padding: 0;
+  cursor: pointer;
+  text-decoration: underline;
+  text-underline-offset: 2px;
+}
+
+.dash-ex-link:hover {
+  color: color-mix(in srgb, var(--dash-accent) 80%, #fff);
+}
+
+.dash-tp-profit {
+  color: var(--dash-accent);
+  font-variant-numeric: tabular-nums;
+}
+
+.dash-tp-program {
+  color: var(--dash-accent);
+  font-size: 0.72rem;
+  font-weight: 600;
+}
+
+.dash-side {
+  font-weight: 700;
+}
+
+.dash-side-long {
+  color: #3dd68c;
+}
+
+.dash-side-short {
+  color: #ff6b7a;
+}
+
+.dash-empty-inline {
+  padding: 8px 0 4px;
+  font-size: 0.78rem;
+}
+
+.dash-pos-alert-note {
+  margin-top: 4px;
+  font-size: 0.75rem;
+  color: var(--dash-warn);
+}
+
 .dash-ac-card {
   position: relative;
   padding: 14px 16px;

manual_trading_hub/static/dashboard.js

@@ -88,22 +88,6 @@
     </div>`;
   }
 
-  function renderMonitorCountChips(counts) {
-    const mc = counts || {};
-    const chips = [];
-    const keys = Number(mc.keys) || 0;
-    const orders = Number(mc.orders) || 0;
-    const trends = Number(mc.trends) || 0;
-    const rolls = Number(mc.rolls) || 0;
-    if (keys > 0) chips.push(`<span class="dash-monitor-chip dash-monitor-key">关键位 ${keys}</span>`);
-    if (orders > 0) {
-      chips.push(`<span class="dash-monitor-chip dash-monitor-order">下单监控 ${orders}</span>`);
-    }
-    if (trends > 0) chips.push(`<span class="dash-monitor-chip dash-monitor-trend">趋势回调 ${trends}</span>`);
-    if (rolls > 0) chips.push(`<span class="dash-monitor-chip dash-monitor-roll">顺势加仓 ${rolls}</span>`);
-    return chips;
-  }
-
   function dashOptionsExpiryCd(expMs) {
     const ms = expMs != null && expMs !== "" ? String(expMs) : "";
     if (!ms) return "—";
@@ -130,6 +114,60 @@
     return perp.length > 0 || (ac && ac.options_layout && optionsPositions.length > 0);
   }
 
+  function exchangeLinkCell(ac) {
+    const name = esc((ac && ac.name) || "—");
+    const exId = ac && ac.id != null ? String(ac.id) : "";
+    if (!exId) return name;
+    return (
+      `<button type="button" class="dash-ex-link" data-dash-ex-id="${esc(exId)}" ` +
+      `title="打开监控区放大查看">${name}</button>`
+    );
+  }
+
+  function priceCell(fmtVal, raw) {
+    if (fmtVal != null && String(fmtVal).trim() !== "") return esc(String(fmtVal));
+    if (raw != null && Number.isFinite(Number(raw))) return esc(fmt(raw, 4).replace(/\.?0+$/, ""));
+    return "—";
+  }
+
+  function floatPnlCell(ln) {
+    const pnl = ln && ln.pnl != null ? Number(ln.pnl) : NaN;
+    if (!Number.isFinite(pnl)) return "—";
+    return `<span class="${pnlClass(pnl)}">${fmt(pnl, 2)}</span>`;
+  }
+
+  function slTpCell(ln, kind) {
+    if (kind === "tp") {
+      const note = String((ln && ln.tp_note) || "").trim();
+      if (note) return `<span class="dash-tp-program">${esc(note)}</span>`;
+    }
+    const raw = kind === "sl" ? ln && ln.stop_loss : ln && ln.take_profit;
+    if (raw == null || raw === "") return "—";
+    if (Number.isFinite(Number(raw))) {
+      return esc(fmt(raw, 4).replace(/\.?0+$/, ""));
+    }
+    return esc(String(raw));
+  }
+
+  function collectUnifiedPositions(accounts) {
+    const perp = [];
+    const options = [];
+    (Array.isArray(accounts) ? accounts : []).forEach((ac) => {
+      if (!accountHasOpenPositions(ac)) return;
+      accountPerpLines(ac).forEach((ln) => {
+        if (!ln) return;
+        perp.push({ ac: ac, ln: ln });
+      });
+      if (ac && ac.options_layout) {
+        (Array.isArray(ac.options_positions) ? ac.options_positions : []).forEach((p) => {
+          if (!p) return;
+          options.push({ ac: ac, p: p });
+        });
+      }
+    });
+    return { perp: perp, options: options };
+  }
+
   function sourceBadgeClass(source) {
     const s = String(source || "");
     if (s.indexOf("对冲") >= 0) return "is-hedge";
@@ -141,23 +179,41 @@
     return "is-none";
   }
 
-  function renderDashboardPerpTable(lines) {
+  function sourceTypeCell(source) {
-    const rows = Array.isArray(lines) ? lines : [];
+    const s = String(source || "—");
+    return `<span class="dash-pos-source ${sourceBadgeClass(s)}">${esc(s)}</span>`;
+  }
+
+  function directionCell(side) {
+    const s = String(side || "").toLowerCase();
+    if (s === "long" || s === "buy") {
+      return `<span class="dash-side dash-side-long">做多</span>`;
+    }
+    if (s === "short" || s === "sell") {
+      return `<span class="dash-side dash-side-short">做空</span>`;
+    }
+    return esc(side || "—");
+  }
+
+  function renderUnifiedPerpTable(rows) {
     if (!rows.length) return "";
     const body = rows
-      .map((ln) => {
+      .map(({ ac, ln }) => {
         const source = String((ln && ln.source) || "—");
         const symbol = esc((ln && (ln.symbol || ln.text)) || "—");
-        const side = esc((ln && ln.side) || "—");
         const contracts =
           ln && ln.contracts != null && ln.contracts !== "" ? esc(String(ln.contracts)) : "—";
-        const pnl = ln && ln.pnl != null ? Number(ln.pnl) : NaN;
         return `<tr>
-          <td><span class="dash-pos-source ${sourceBadgeClass(source)}">${esc(source)}</span></td>
+          <td>${exchangeLinkCell(ac)}</td>
+          <td>${sourceTypeCell(source)}</td>
           <td>${symbol}</td>
-          <td>${side}</td>
+          <td>${directionCell(ln && ln.side)}</td>
+          <td>${priceCell(ln && ln.entry_price_fmt, ln && ln.entry_price)}</td>
+          <td>${priceCell(ln && ln.mark_price_fmt, ln && ln.mark_price)}</td>
           <td>${contracts}</td>
-          <td class="${pnlClass(pnl)}">${Number.isFinite(pnl) ? pnlSigned(pnl, 2) : "—"}</td>
+          <td>${slTpCell(ln, "sl")}</td>
+          <td>${slTpCell(ln, "tp")}</td>
+          <td>${floatPnlCell(ln)}</td>
         </tr>`;
       })
       .join("");
@@ -166,7 +222,7 @@
       <div class="dash-table-wrap">
         <table class="dash-table dash-pos-table">
           <thead><tr>
-            <th>来源</th><th>合约</th><th>方向</th><th>张数</th><th>浮盈</th>
+            <th>交易所</th><th>类型</th><th>合约</th><th>方向</th><th>开仓价</th><th>标记价</th><th>张数</th><th>止损</th><th>止盈</th><th>浮盈</th>
           </tr></thead>
           <tbody>${body}</tbody>
         </table>
@@ -188,64 +244,110 @@
     return null;
   }
 
-  function renderDashboardOptionsTable(positions) {
+  function optionsHedgePlanId(p) {
-    const pos = Array.isArray(positions) ? positions : [];
+    if (!p || typeof p !== "object") return "";
-    if (!pos.length) return "";
+    const hedge = p.hedge_plan_target;
-    const rows = pos
+    if (hedge && typeof hedge === "object" && hedge.plan_id != null && hedge.plan_id !== "") {
-      .map((p) => {
+      return String(hedge.plan_id);
+    }
+    if (p.source_plan_id != null && p.source_plan_id !== "") return String(p.source_plan_id);
+    const target = String(p.target_monitor_text || "");
+    const m = target.match(/对冲\s*#\s*(\d+)/);
+    return m ? m[1] : "";
+  }
+
+  function optionsGroupKey(ac, p) {
+    const ex = ac && ac.id != null ? String(ac.id) : String((ac && ac.name) || "");
+    const planId = optionsHedgePlanId(p);
+    const source = String((p && (p.source_label || p.source)) || "");
+    if (planId && source.indexOf("对冲") >= 0) return "hedge:" + ex + ":" + planId;
+    if (planId && /对冲#/.test(String((p && p.target_monitor_text) || ""))) {
+      return "hedge:" + ex + ":" + planId;
+    }
+    return "solo:" + ex + ":" + String((p && p.inst_id) || Math.random());
+  }
+
+  function optionsTypeLabel(p) {
+    const source = String((p && (p.source_label || p.source)) || "纯期权").trim() || "纯期权";
+    const planId = optionsHedgePlanId(p);
+    if (planId && (source.indexOf("对冲") >= 0 || /对冲#/.test(String((p && p.target_monitor_text) || "")))) {
+      const base = source.indexOf("对冲") >= 0 ? source.replace(/\s*#\s*\d+\s*$/, "") : "对冲";
+      return base + "#" + planId;
+    }
+    return source;
+  }
+
+  function optionsRoiPct(p) {
+    if (!p || typeof p !== "object") return null;
+    const preview = p.close_preview || {};
+    if (preview.estimated_pnl_ratio_pct != null && Number.isFinite(Number(preview.estimated_pnl_ratio_pct))) {
+      return Number(preview.estimated_pnl_ratio_pct);
+    }
+    const net = optionsNetPnl(p);
+    const paid = Number(p.premium_paid);
+    if (net != null && Number.isFinite(paid) && paid > 0) {
+      return (net / paid) * 100;
+    }
+    return null;
+  }
+
+  function renderOptionsLegRow(ac, p) {
     const optType =
       (p.opt_type || "").toUpperCase() === "C"
         ? "Call"
         : (p.opt_type || "").toUpperCase() === "P"
           ? "Put"
           : p.opt_type || "—";
-        const source = String(p.source_label || p.source || "纯期权");
+    const source = optionsTypeLabel(p);
     const target = String(p.target_monitor_text || "—");
     const targetCls = target && target !== "—" ? "dash-target-monitor is-on" : "dash-target-monitor";
     const net = optionsNetPnl(p);
+    const roi = optionsRoiPct(p);
     return `<tr>
-          <td><span class="dash-pos-source ${sourceBadgeClass(source)}">${esc(source)}</span></td>
+      <td>${exchangeLinkCell(ac)}</td>
+      <td>${sourceTypeCell(source)}</td>
       <td title="${esc(p.inst_id || "")}">${esc(shortDashInst(p.inst_id))}</td>
       <td>${esc(optType)}</td>
       <td>${dashOptionsExpiryCd(p.exp_time_ms != null ? p.exp_time_ms : p.exp_time)}</td>
       <td>${p.idx_px != null ? fmt(p.idx_px, 0) : "—"}</td>
       <td><span class="${targetCls}">${esc(target)}</span></td>
       <td class="${pnlClass(net)}">${net != null ? pnlSigned(net, 2) : "—"}</td>
+      <td class="${pnlClass(roi)}">${roi != null ? esc(Number(roi).toFixed(2)) + "%" : "—"}</td>
     </tr>`;
-      })
+  }
-      .join("");
+
+  function renderUnifiedOptionsTable(rows) {
+    if (!rows.length) return "";
+    // 同所同计划相邻,Call 在前 Put 在后;不额外画分组框
+    const sorted = rows.slice().sort((a, b) => {
+      const ka = optionsGroupKey(a.ac, a.p);
+      const kb = optionsGroupKey(b.ac, b.p);
+      if (ka !== kb) return ka.localeCompare(kb);
+      const ta = String((a.p && a.p.opt_type) || "").toUpperCase();
+      const tb = String((b.p && b.p.opt_type) || "").toUpperCase();
+      if (ta === tb) return 0;
+      if (ta === "C") return -1;
+      if (tb === "C") return 1;
+      return ta.localeCompare(tb);
+    });
+    const body = sorted.map(({ ac, p }) => renderOptionsLegRow(ac, p)).join("");
+
     return `<div class="dash-pos-block dash-options-block">
       <div class="dash-ac-section-label">期权持仓</div>
       <div class="dash-table-wrap dash-options-table-wrap">
         <table class="dash-table dash-options-table">
           <thead><tr>
-            <th>来源</th><th>合约</th><th>类型</th><th>到期倒计时</th><th>指数</th><th>目标监控</th><th>净盈亏</th>
+            <th>交易所</th><th>类型</th><th>合约</th><th>Call/Put</th><th>到期倒计时</th><th>指数</th><th>目标监控</th><th>净盈亏</th><th>收益率</th>
           </tr></thead>
-          <tbody>${rows}</tbody>
+          <tbody>${body}</tbody>
         </table>
       </div>
     </div>`;
   }
 
-  function renderAccountPositions(ac) {
-    const perpLines = accountPerpLines(ac);
-    const optionsPositions = Array.isArray(ac && ac.options_positions) ? ac.options_positions : [];
-    const issues = Array.isArray(ac && ac.issues) ? ac.issues : [];
-    const chips = renderMonitorCountChips((ac && ac.monitor_counts) || {});
-    const monitorRow = chips.length
-      ? `<div class="dash-ac-monitor-row">${chips.join("")}</div>`
-      : "";
-    const perpHtml = renderDashboardPerpTable(perpLines);
-    const optionsHtml = ac && ac.options_layout ? renderDashboardOptionsTable(optionsPositions) : "";
-    const issueHtml = issues
-      .map((text) => `<div class="dash-ac-remark-line dash-ac-remark-issue">${esc(text)}</div>`)
-      .join("");
-    return `${monitorRow}${perpHtml}${optionsHtml}${issueHtml}`;
-  }
-
   function bindDashboardExpand() {
     if (!elAccounts) return;
-    elAccounts.querySelectorAll(".dash-ac-expand-btn").forEach((btn) => {
+    elAccounts.querySelectorAll("[data-dash-ex-id]").forEach((btn) => {
       btn.addEventListener("click", (ev) => {
         ev.preventDefault();
         ev.stopPropagation();
@@ -256,44 +358,26 @@
   }
 
   function renderAccounts(accounts, threshold) {
-    const rows = (Array.isArray(accounts) ? accounts : []).filter(accountHasOpenPositions);
+    const unified = collectUnifiedPositions(accounts);
-    if (!rows.length) {
+    const perpHtml = renderUnifiedPerpTable(unified.perp);
+    const optionsHtml = renderUnifiedOptionsTable(unified.options);
+    if (!perpHtml && !optionsHtml) {
       elAccounts.innerHTML = '<div class="dash-empty">当前无持仓账户</div>';
       return;
     }
-    elAccounts.innerHTML = rows
+    const alertAccounts = (Array.isArray(accounts) ? accounts : []).filter((a) => a && a.loss_alert);
-      .map((ac) => {
+    const alertNote = alertAccounts.length
-        const alert = !!ac.loss_alert;
+      ? `<div class="dash-pos-alert-note">风险: ${esc(
-        const unmon = !ac.monitored;
+          alertAccounts.map((a) => a.name || "").filter(Boolean).join("、")
-        const lossPct = Number(ac.daily_loss_pct);
+        )} 单日亏损 ≥${threshold}%</div>`
-        const barW =
-          alert && Number.isFinite(lossPct)
-            ? Math.min(100, (lossPct / Math.max(threshold, 1)) * 100)
-            : 0;
-        const badge = alert
-          ? `<span class="dash-ac-badge alert">单日亏损 ≥${threshold}%</span>`
-          : `<span class="dash-ac-badge ok">${esc(ac.status || "—")}</span>`;
-        const exId = ac && ac.id != null ? String(ac.id) : "";
-        const expandBtn = exId
-          ? `<button type="button" class="dash-ac-expand-btn" data-dash-ex-id="${esc(exId)}" title="放大查看监控详情" aria-label="放大查看监控详情">` +
-            `<svg viewBox="0 0 24 24" width="14" height="14" aria-hidden="true"><path fill="currentColor" d="M15 3h6v6h-2V6.41l-7.29 7.3-1.42-1.42 7.3-7.29H15V3zM3 9h2v10h10v2H3V9z"/></svg>` +
-            `</button>`
       : "";
-        const lossBar =
+    elAccounts.innerHTML = `<article class="dash-ac-card dash-pos-unified-card">
-          alert && barW > 0
+      <div class="dash-ac-pos-body">
-            ? `<div class="dash-loss-bar" title="占资金合计 ${fmt(lossPct, 2)}%"><i style="width:${barW}%"></i></div>`
+        ${perpHtml}
-            : "";
+        ${optionsHtml}
-        const cardCls = ac.options_layout ? " dash-ac-card-options" : "";
+        ${alertNote}
-        return `<article class="dash-ac-card dash-ac-card-pos-only${cardCls}${alert ? " is-alert" : ""}${unmon ? " is-unmon" : ""}">
-          <div class="dash-ac-top">
-            <div class="dash-ac-name">${esc(ac.name || "—")}</div>
-            <div class="dash-ac-top-actions">${badge}${expandBtn}</div>
       </div>
-          ${lossBar}
-          <div class="dash-ac-pos-body">${renderAccountPositions(ac)}</div>
     </article>`;
-      })
-      .join("");
     bindDashboardExpand();
     if (window.OptionsExpiryCountdown && OptionsExpiryCountdown.ensureTimer) {
       OptionsExpiryCountdown.ensureTimer();

manual_trading_hub/static/index.html

@@ -3,6 +3,7 @@
 <head>
   <meta charset="utf-8" />
   <script src="/assets/theme.js?v=20260604-hub-inst-theme"></script>
+  <script src="/assets/autofill_guard.js?v=1"></script>
   <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover, interactive-widget=resizes-content" />
   <meta name="theme-color" content="#0b0e18" />
   <meta name="apple-mobile-web-app-title" content="中控" />
@@ -15,11 +16,11 @@
   <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
   <link href="https://fonts.googleapis.com/css2?family=JetBrains+Mono:wght@400;500;600&family=Orbitron:wght@500;600;700&display=swap" rel="stylesheet" media="print" onload="this.media='all'" />
   <noscript><link href="https://fonts.googleapis.com/css2?family=JetBrains+Mono:wght@400;500;600&family=Orbitron:wght@500;600;700&display=swap" rel="stylesheet" /></noscript>
-      <link rel="stylesheet" href="/assets/app.css?v=20260717-archive-cal-chart" />
+      <link rel="stylesheet" href="/assets/app.css?v=20260722-monitor-m-stats" />
   <link rel="stylesheet" href="/assets/trade_stats_calendar.css?v=4" />
   <link rel="stylesheet" href="/assets/account_risk_badge.css?v=4" />
   <script src="/assets/account_risk_badge.js?v=4"></script>
-  <link rel="stylesheet" href="/assets/dashboard.css?v=20260717-dash-kpi-spread" />
+  <link rel="stylesheet" href="/assets/dashboard.css?v=20260720-dash-kpi-lg" />
 </head>
 <body>
   <div class="app-bg" aria-hidden="true"></div>
@@ -113,15 +114,15 @@
                 </label>
                 <label class="plan-field">
                   <span>目标位</span>
-                  <input id="plan-create-target" type="text" placeholder="如 68500" />
+                  <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">
                   <span>当前区间</span>
-                  <input id="plan-create-range" type="text" placeholder="如 67000-68000" />
+                  <input id="plan-create-range" type="text" placeholder="如 67000-68000" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" />
                 </label>
                 <label class="plan-field plan-field-full">
                   <span>备注</span>
-                  <textarea id="plan-create-note" rows="2" placeholder="计划说明…"></textarea>
+                  <textarea id="plan-create-note" rows="2" placeholder="计划说明…" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other"></textarea>
                 </label>
               </div>
               <button type="submit" class="primary plan-submit-btn">保存并进入进行中</button>
@@ -323,6 +324,9 @@
               <label class="market-day-split-opt" title="北京时间 8:00 交易切日竖线">
                 <input type="checkbox" id="market-day-split" /> 交易间隔日
               </label>
+              <label class="market-day-split-opt" title="OKX 期权到期切日:每天北京 16:00(UTC 08:00) 黄虚线,对应 1/2/3 日期权">
+                <input type="checkbox" id="market-option-expiry-split" /> 期权间隔日
+              </label>
               <details class="market-ind-menu">
                 <summary>技术指标</summary>
                 <div class="market-ind-options">
@@ -811,6 +815,8 @@
         </div>
         <div class="calc-layout" data-calc-tab="trend">
         <section class="calc-card card" data-calc-pane="trend">
+          <div class="calc-pane-split">
+            <div class="calc-input-panel">
               <h2>趋势回调计算器</h2>
               <p class="calc-hint">逻辑与实例策略页一致:首仓 50% + 补仓网格;止损金额 = 资金 × 风险%.</p>
               <form id="calc-trend-form" class="calc-form">
@@ -870,10 +876,18 @@
                   <button type="submit" class="primary">计算</button>
                 </div>
               </form>
+            </div>
+            <aside class="calc-result-panel" aria-label="趋势回调结果推算">
+              <h3 class="calc-result-title">结果推算</h3>
+              <p class="calc-result-placeholder">填写左侧参数后点击「计算」</p>
               <div id="calc-trend-result" class="calc-result hidden"></div>
+            </aside>
+          </div>
         </section>
 
         <section class="calc-card card" data-calc-pane="roll">
+          <div class="calc-pane-split">
+            <div class="calc-input-panel">
               <h2>滚仓计算器</h2>
               <p class="calc-hint">首仓按「单次风险」以损定仓;每次滚仓后合并持仓打到新止损 ≈ 单次风险;止盈锁定首仓价不变.最多 3 次滚仓.</p>
               <form id="calc-roll-form" class="calc-form">
@@ -930,7 +944,13 @@
                   <button type="submit" class="primary">计算</button>
                 </div>
               </form>
+            </div>
+            <aside class="calc-result-panel" aria-label="滚仓结果推算">
+              <h3 class="calc-result-title">结果推算</h3>
+              <p class="calc-result-placeholder">填写左侧参数后点击「计算」</p>
               <div id="calc-roll-result" class="calc-result hidden"></div>
+            </aside>
+          </div>
         </section>
         </div>
       </div>
@@ -940,37 +960,48 @@
       <div class="page-head strategy-page-head">
         <div>
           <h1><span class="head-tag">STR</span> 策略说明</h1>
-          <p class="page-desc">三所策略文档 · 开仓前检查清单 · 可打印 / 下载</p>
+          <p class="page-desc">执行手册 · 三所策略正文(带目录) · 执行清单(打印对照)</p>
         </div>
         <div class="strategy-page-actions no-print">
-          <button type="button" id="strategy-btn-download" class="primary">下载 HTML</button>
+          <button type="button" id="strategy-btn-download" class="ghost">下载 HTML</button>
+          <button type="button" id="strategy-btn-print-doc" class="ghost">打印正文</button>
+          <button type="button" id="strategy-btn-print-checklist" class="primary">打印清单</button>
         </div>
       </div>
       <div class="strategy-toolbar no-print">
         <div id="strategy-tabs" class="strategy-tabs" role="tablist" aria-label="交易所策略"></div>
+        <div id="strategy-view-tabs" class="strategy-view-tabs" role="tablist" aria-label="策略视图">
+          <button type="button" class="strategy-view-tab is-active" data-view="doc" role="tab" aria-selected="true">策略正文</button>
+          <button type="button" class="strategy-view-tab" data-view="checklist" role="tab" aria-selected="false">执行清单</button>
+        </div>
         <span id="strategy-load-status" class="toolbar-meta"></span>
       </div>
       <div id="strategy-print-root" class="strategy-print-root">
-        <div class="strategy-layout">
+        <section id="strategy-panel-doc" class="card strategy-doc-panel" data-strategy-view="doc">
-          <section class="card strategy-doc-card">
+          <div class="strategy-blog-layout">
+            <div class="strategy-blog-main">
               <div class="strategy-col-head">
-              <h3 class="strategy-col-title">策略说明</h3>
+                <h3 class="strategy-col-title">策略正文</h3>
-              <button type="button" id="strategy-btn-print-doc" class="ghost strategy-col-print">打印</button>
               </div>
               <div id="strategy-doc-body" class="strategy-doc-body prose"></div>
               <p id="strategy-doc-source" class="strategy-doc-source"></p>
+            </div>
+            <aside class="strategy-blog-toc card strategy-toc-card no-print">
+              <h3 class="strategy-toc-title">目录</h3>
+              <nav id="strategy-doc-toc" class="strategy-toc-nav" aria-label="策略目录"></nav>
+            </aside>
+          </div>
         </section>
-          <section class="card strategy-checklist-card">
+        <section id="strategy-panel-checklist" class="card strategy-checklist-card hidden" data-strategy-view="checklist">
           <div class="strategy-col-head">
             <h3 id="strategy-checklist-title" class="strategy-col-title">开仓检查清单</h3>
-              <button type="button" id="strategy-btn-print-checklist" class="ghost strategy-col-print">打印</button>
+            <button type="button" id="strategy-btn-print-checklist-inline" class="ghost strategy-col-print">打印</button>
           </div>
           <div id="strategy-checklist-body" class="strategy-checklist-body"></div>
           <ul id="strategy-checklist-footnotes" class="strategy-checklist-footnotes"></ul>
         </section>
       </div>
     </div>
-    </div>
 
     <div id="page-help" class="page hidden">
       <div class="page-head">
@@ -1066,10 +1097,10 @@
             </div>
             <p class="settings-display-hint">修改中控网页登录账号密码,写入 <code>manual_trading_hub/.env</code> 后需重启中控生效.当前用户:<code id="hub-pwd-current-user">—</code></p>
             <div class="settings-grid hub-password-grid">
-              <div class="field"><label>当前密码</label><input type="password" id="hub-pwd-old" autocomplete="current-password"></div>
+              <div class="field" data-password-settings="1"><label>当前密码</label><input type="password" id="hub-pwd-old" autocomplete="current-password"></div>
-              <div class="field"><label>新用户名(可选)</label><input type="text" id="hub-pwd-new-username" autocomplete="username"></div>
+              <div class="field" data-password-settings="1"><label>新用户名(可选)</label><input type="text" id="hub-pwd-new-username" autocomplete="username"></div>
-              <div class="field"><label>新密码</label><input type="password" id="hub-pwd-new" autocomplete="new-password"></div>
+              <div class="field" data-password-settings="1"><label>新密码</label><input type="password" id="hub-pwd-new" autocomplete="new-password"></div>
-              <div class="field"><label>确认新密码</label><input type="password" id="hub-pwd-confirm" autocomplete="new-password"></div>
+              <div class="field" data-password-settings="1"><label>确认新密码</label><input type="password" id="hub-pwd-confirm" autocomplete="new-password"></div>
             </div>
             <div class="hub-settings-tab-actions">
               <button type="button" class="primary" id="hub-pwd-save-btn">保存密码</button>
@@ -1365,23 +1396,23 @@
 
   <div id="toast"></div>
   <script src="https://unpkg.com/lightweight-charts@4.2.0/dist/lightweight-charts.standalone.production.js"></script>
-  <script src="/assets/chart_draw.js?v=20260609-market-day-split"></script>
+  <script src="/assets/chart_draw.js?v=20260720-option-day-1600"></script>
-  <script src="/assets/chart.js?v=20260715-fs-landscape"></script>
+  <script src="/assets/chart.js?v=20260720-option-day-1600"></script>
-  <script src="/assets/plan.js?v=20260614-plan-refresh"></script>
+  <script src="/assets/plan.js?v=20260720-autofill"></script>
   <script src="/assets/calculator.js?v=20260715-calc-tabs"></script>
   <script src="/assets/trade_stats_calendar.js?v=3"></script>
   <script src="/assets/archive.js?v=20260717-archive-cal-chart"></script>
   <script src="/assets/quotes.js?v=20260717-quotes-feed"></script>
   <script src="/assets/funds.js?v=20260717-funds-scroll-fix"></script>
-  <script src="/assets/dashboard.js?v=20260717-dash-kpi-merge"></script>
+  <script src="/assets/dashboard.js?v=20260720-dash-sl-tp"></script>
-  <script src="/assets/strategy.js?v=4"></script>
+  <script src="/assets/strategy.js?v=9"></script>
   <script src="/assets/help.js?v=1"></script>
   <script src="/assets/logs.js?v=1"></script>
   <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=1"></script>
+  <script src="/assets/options_position_cards.js?v=2"></script>
   <script src="/assets/backup.js?v=1"></script>
-  <script src="/assets/app.js?v=20260717-quotes-feed"></script>
+  <script src="/assets/app.js?v=20260720-dash-back"></script>
 </body>
 </html>

manual_trading_hub/static/plan.js

@@ -481,7 +481,7 @@
       "</select></label>" +
       '<label class="plan-field"><span>币种</span><input name="symbol" type="text" value="' +
       esc(p.symbol) +
-      '" required /></label>' +
+      '" required autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>' +
       '<label class="plan-field"><span>类型</span><select name="plan_type" required>' +
       opts(meta.plan_types, "plan_type", "value", "label") +
       "</select></label>" +
@@ -496,10 +496,10 @@
       "</span></label>" +
       '<label class="plan-field"><span>目标位</span><input name="target_level" type="text" value="' +
       esc(p.target_level || "") +
-      '" /></label>' +
+      '" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>' +
       '<label class="plan-field"><span>当前区间</span><input name="current_range" type="text" value="' +
       esc(p.current_range || "") +
-      '" /></label>' +
+      '" autocomplete="off" data-lpignore="true" data-1p-ignore="true" data-form-type="other" /></label>' +
       '<label class="plan-field plan-field-full"><span>入场方案</span><select name="entry_scheme" required>' +
       opts(meta.entry_schemes, "entry_scheme", "value", "label") +
       "</select></label>" +

manual_trading_hub/static/strategy.js

@@ -1,28 +1,32 @@
 /**
- * 策略说明:三所 MD + 开仓检查清单 JSON.
+ * 策略说明:策略正文(目录 h2 + 章节标识) + 执行清单 Tab.
  */
 (function () {
   const page = document.getElementById("page-strategy");
   if (!page) return;
 
   const tabsEl = document.getElementById("strategy-tabs");
+  const viewTabsEl = document.getElementById("strategy-view-tabs");
   const statusEl = document.getElementById("strategy-load-status");
   const docBody = document.getElementById("strategy-doc-body");
   const docSource = document.getElementById("strategy-doc-source");
-  const docCard = page.querySelector(".strategy-doc-card");
+  const docToc = document.getElementById("strategy-doc-toc");
-  const checklistCard = page.querySelector(".strategy-checklist-card");
+  const panelDoc = document.getElementById("strategy-panel-doc");
+  const panelChecklist = document.getElementById("strategy-panel-checklist");
   const checklistTitle = document.getElementById("strategy-checklist-title");
   const checklistBody = document.getElementById("strategy-checklist-body");
   const footnotesEl = document.getElementById("strategy-checklist-footnotes");
   const btnPrintDoc = document.getElementById("strategy-btn-print-doc");
   const btnPrintChecklist = document.getElementById("strategy-btn-print-checklist");
+  const btnPrintChecklistInline = document.getElementById("strategy-btn-print-checklist-inline");
   const btnDownload = document.getElementById("strategy-btn-download");
 
-  let activeKey = "binance";
+  let activeKey = "playbook";
+  let activeView = "doc";
   let tabsMeta = [];
   let cache = {};
   let bound = false;
-  let heightSyncRaf = 0;
+  let scrollSpyObs = null;
 
   async function apiFetch(url, opts) {
     const r = await fetch(url, { credentials: "same-origin", ...(opts || {}) });
@@ -44,23 +48,31 @@
       .replace(/"/g, """);
   }
 
-  function syncDocCardHeight() {
+  function slugify(text) {
-    if (!docCard || !checklistCard || window.matchMedia("(max-width: 960px)").matches) {
+    return String(text || "")
-      if (docCard) docCard.style.height = "";
+      .trim()
-      return;
+      .toLowerCase()
-    }
+      .replace(/\s+/g, "-")
-    docCard.style.height = `${checklistCard.offsetHeight}px`;
+      .replace(/[^\w\u4e00-\u9fff\-]+/g, "")
+      .replace(/\-+/g, "-")
+      .replace(/^\-|\-$/g, "")
+      .slice(0, 48);
   }
 
-  function scheduleHeightSync() {
+  function setView(view) {
-    if (heightSyncRaf) cancelAnimationFrame(heightSyncRaf);
+    activeView = view === "checklist" ? "checklist" : "doc";
-    heightSyncRaf = requestAnimationFrame(() => {
+    if (panelDoc) panelDoc.classList.toggle("hidden", activeView !== "doc");
-      heightSyncRaf = 0;
+    if (panelChecklist) panelChecklist.classList.toggle("hidden", activeView !== "checklist");
-      syncDocCardHeight();
+    if (viewTabsEl) {
+      viewTabsEl.querySelectorAll(".strategy-view-tab").forEach((btn) => {
+        const on = btn.getAttribute("data-view") === activeView;
+        btn.classList.toggle("is-active", on);
+        btn.setAttribute("aria-selected", on ? "true" : "false");
       });
     }
+  }
 
-  function renderTabs() {
+  function renderExchangeTabs() {
     if (!tabsEl) return;
     tabsEl.innerHTML = tabsMeta
       .map(
@@ -73,12 +85,133 @@
         const key = btn.getAttribute("data-key");
         if (!key || key === activeKey) return;
         activeKey = key;
-        renderTabs();
+        renderExchangeTabs();
         void loadExchange(key);
       });
     });
   }
 
+  function setActiveToc(id) {
+    if (!docToc) return;
+    docToc.querySelectorAll(".strategy-toc-item").forEach((a) => {
+      a.classList.toggle("is-active", a.getAttribute("data-id") === id);
+    });
+  }
+
+  function bindScrollSpy(heads) {
+    if (scrollSpyObs) {
+      scrollSpyObs.disconnect();
+      scrollSpyObs = null;
+    }
+    if (!docBody || !heads.length || typeof IntersectionObserver === "undefined") return;
+    const visible = new Map();
+    scrollSpyObs = new IntersectionObserver(
+      (entries) => {
+        entries.forEach((en) => {
+          if (en.isIntersecting) visible.set(en.target.id, en.intersectionRatio);
+          else visible.delete(en.target.id);
+        });
+        let bestId = "";
+        let bestRatio = -1;
+        visible.forEach((ratio, id) => {
+          if (ratio > bestRatio) {
+            bestRatio = ratio;
+            bestId = id;
+          }
+        });
+        if (bestId) setActiveToc(bestId);
+      },
+      { root: docBody, rootMargin: "-8% 0px -70% 0px", threshold: [0, 0.25, 0.5, 1] }
+    );
+    heads.forEach((h) => scrollSpyObs.observe(h));
+  }
+
+  function sectionTag(title) {
+    const t = String(title || "");
+    if (/总原则|原则/.test(t)) return "原则";
+    if (/账户|定位|分工/.test(t)) return "账户";
+    if (/开仓类型|开仓|入场|反转|顺势|波段|假破|结构|对冲|方向单/.test(t)) return "入场";
+    if (/周期/.test(t)) return "周期";
+    if (/方向/.test(t)) return "方向";
+    if (/纪律|出场|笔数|节奏|止损|次数/.test(t)) return "纪律";
+    if (/持仓|离场|强平|到期/.test(t)) return "离场";
+    if (/资金|杠杆|计仓|仓位|预算/.test(t)) return "仓位";
+    if (/系统|字段|对接/.test(t)) return "系统";
+    if (/修订|记录/.test(t)) return "版本";
+    if (/边界|关系|行情状态/.test(t)) return "边界";
+    if (/选择|如何/.test(t)) return "选择";
+    return "章节";
+  }
+
+  function buildDocToc() {
+    if (!docBody || !docToc) return;
+    const heads = Array.from(docBody.querySelectorAll("h2"));
+    if (!heads.length) {
+      docToc.innerHTML = '<p class="strategy-empty">暂无目录</p>';
+      return;
+    }
+    const used = {};
+    const items = [];
+    heads.forEach((el, idx) => {
+      const num = String(idx + 1).padStart(2, "0");
+      const text = (el.textContent || "").trim();
+      const tag = sectionTag(text);
+      let base = "st-" + num + "-" + slugify(text);
+      if (!base || base === "st-" + num + "-") base = "st-" + num;
+      let id = base;
+      let n = 2;
+      while (used[id] || document.getElementById(id)) {
+        id = base + "-" + n;
+        n += 1;
+      }
+      used[id] = true;
+      el.id = id;
+      if (!el.querySelector(".strategy-sec-mark")) {
+        const mark = document.createElement("span");
+        mark.className = "strategy-sec-mark";
+        mark.setAttribute("aria-hidden", "true");
+        mark.innerHTML =
+          `<span class="strategy-sec-num">${esc(num)}</span>` +
+          `<span class="strategy-sec-tag">${esc(tag)}</span>`;
+        el.insertBefore(mark, el.firstChild);
+      }
+      items.push({ num, id, text, tag });
+    });
+    Array.from(docBody.querySelectorAll("h3")).forEach((el, idx) => {
+      if (el.id) return;
+      let base = "st-h3-" + (idx + 1) + "-" + slugify(el.textContent);
+      if (!base || base.endsWith("-")) base = "st-h3-" + (idx + 1);
+      let id = base;
+      let n = 2;
+      while (document.getElementById(id)) {
+        id = base + "-" + n;
+        n += 1;
+      }
+      el.id = id;
+    });
+    docToc.innerHTML = items
+      .map(
+        (it) =>
+          `<a href="#${esc(it.id)}" class="strategy-toc-item" data-id="${esc(it.id)}">` +
+          `<span class="strategy-toc-num">${esc(it.num)}</span>` +
+          `<span class="strategy-toc-tag">${esc(it.tag)}</span>` +
+          `<span class="strategy-toc-text">${esc(it.text)}</span></a>`
+      )
+      .join("");
+    docToc.querySelectorAll(".strategy-toc-item").forEach((a) => {
+      a.addEventListener("click", (ev) => {
+        ev.preventDefault();
+        const id = a.getAttribute("data-id");
+        const target = id ? document.getElementById(id) : null;
+        if (!target || !docBody.contains(target)) return;
+        setActiveToc(id);
+        target.scrollIntoView({ behavior: "smooth", block: "start" });
+      });
+    });
+    if (items[0]) setActiveToc(items[0].id);
+    bindScrollSpy(heads);
+  }
+
   function renderChecklist(checklist) {
     const cl = checklist || {};
     const title = cl.title || "开仓检查清单";
@@ -102,7 +235,6 @@
       footnotesEl.innerHTML = notes.map((n) => `<li>${esc(n)}</li>`).join("");
       footnotesEl.classList.toggle("hidden", !notes.length);
     }
-    scheduleHeightSync();
   }
 
   function renderPayload(data) {
@@ -111,8 +243,8 @@
       const ver = data.version ? ` · ${data.version}` : "";
       docSource.textContent = `文档:${data.md_source || ""}${ver}`;
     }
+    buildDocToc();
     renderChecklist(data.checklist);
-    scheduleHeightSync();
   }
 
   async function loadExchange(key) {
@@ -128,8 +260,8 @@
     } catch (e) {
       if (statusEl) statusEl.textContent = String(e);
       if (docBody) docBody.innerHTML = "";
+      if (docToc) docToc.innerHTML = "";
       if (checklistBody) checklistBody.innerHTML = "";
-      scheduleHeightSync();
     }
   }
 
@@ -139,13 +271,12 @@
     if (tabsMeta.length && !tabsMeta.some((t) => t.key === activeKey)) {
       activeKey = tabsMeta[0].key;
     }
-    renderTabs();
+    renderExchangeTabs();
   }
 
   async function printSection(mode) {
     const part = mode === "checklist" ? "checklist" : "doc";
     const url = `/api/strategy/${encodeURIComponent(activeKey)}/print?part=${encodeURIComponent(part)}`;
-    // 同步打开空白页保留用户手势;再 fetch 写入,避免 noopener 丢句柄 / 短页误关窗
     const w = window.open("about:blank", "_blank");
     if (!w) {
       if (statusEl) statusEl.textContent = "请允许弹出窗口以打开打印预览";
@@ -183,18 +314,24 @@
   function bindActions() {
     if (bound) return;
     bound = true;
+    if (viewTabsEl) {
+      viewTabsEl.querySelectorAll(".strategy-view-tab").forEach((btn) => {
+        btn.addEventListener("click", () => setView(btn.getAttribute("data-view")));
+      });
+    }
     if (btnPrintDoc) btnPrintDoc.addEventListener("click", () => printSection("doc"));
     if (btnPrintChecklist) btnPrintChecklist.addEventListener("click", () => printSection("checklist"));
+    if (btnPrintChecklistInline) btnPrintChecklistInline.addEventListener("click", () => printSection("checklist"));
     if (btnDownload) {
       btnDownload.addEventListener("click", () => {
         window.location.href = `/api/strategy/${encodeURIComponent(activeKey)}/export`;
       });
     }
-    window.addEventListener("resize", scheduleHeightSync);
   }
 
   async function init() {
     bindActions();
+    setView(activeView);
     try {
       await loadMeta();
       await loadExchange(activeKey);
@@ -204,7 +341,10 @@
   }
 
   function destroy() {
-    window.removeEventListener("resize", scheduleHeightSync);
+    if (scrollSpyObs) {
+      scrollSpyObs.disconnect();
+      scrollSpyObs = null;
+    }
   }
 
   window.hubStrategyPage = { init, destroy };

tests/test_account_risk_lib.py

@@ -20,6 +20,7 @@ from lib.trade.account_risk_lib import (
     enrich_risk_status_countdown,
     ensure_account_risk_schema,
     max_active_positions_from_env,
+    on_closed_trade_pnl,
     on_journal_saved,
     on_manual_close,
     on_user_initiated_close,
@@ -58,6 +59,7 @@ class AccountRiskLibTests(unittest.TestCase):
         os.environ["RISK_COOLING_HOURS_MANUAL"] = "4"
         os.environ["RISK_COOLING_HOURS_MANUAL_JOURNAL"] = "1"
         os.environ["RISK_MANUAL_CLOSE_DAILY_LIMIT"] = "2"
+        os.environ["RISK_DAILY_LOSS_LIMIT"] = "2"
         os.environ["RISK_MOOD_ISSUES_DAILY_FREEZE"] = "1"
         os.environ["APP_TIMEZONE"] = "Asia/Shanghai"
 
@@ -521,6 +523,41 @@ class AccountRiskLibTests(unittest.TestCase):
         os.environ["MAX_ACTIVE_POSITIONS"] = "3"
         self.assertEqual(max_active_positions_from_env(), 3)
 
+    def test_daily_loss_limit_freezes_on_second_loss(self):
+        conn = _mem_conn()
+        now = datetime(2026, 6, 14, 12, 0, 0)
+        on_closed_trade_pnl(conn, pnl_amount=-1.5, trading_day="2026-06-14", now=now)
+        st = compute_account_risk_status(conn, trading_day="2026-06-14", now=now)
+        self.assertEqual(st["daily_loss_count"], 1)
+        self.assertEqual(st["status"], STATUS_NORMAL)
+        on_closed_trade_pnl(conn, pnl_amount=-0.2, trading_day="2026-06-14", now=now)
+        st2 = compute_account_risk_status(conn, trading_day="2026-06-14", now=now)
+        self.assertEqual(st2["daily_loss_count"], 2)
+        self.assertEqual(st2["status"], STATUS_DAILY)
+        self.assertFalse(st2["can_trade"])
+        self.assertIn("日亏损", st2["reason"])
+
+    def test_daily_loss_limit_zero_disables(self):
+        os.environ["RISK_DAILY_LOSS_LIMIT"] = "0"
+        conn = _mem_conn()
+        now = datetime(2026, 6, 14, 12, 0, 0)
+        on_closed_trade_pnl(conn, pnl_amount=-10, trading_day="2026-06-14", now=now)
+        on_closed_trade_pnl(conn, pnl_amount=-10, trading_day="2026-06-14", now=now)
+        st = compute_account_risk_status(conn, trading_day="2026-06-14", now=now)
+        self.assertEqual(st["daily_loss_count"], 0)
+        self.assertEqual(st["daily_loss_limit"], 0)
+        self.assertEqual(st["status"], STATUS_NORMAL)
+        self.assertTrue(st["can_trade"])
+
+    def test_profitable_close_does_not_count_loss(self):
+        conn = _mem_conn()
+        now = datetime(2026, 6, 14, 12, 0, 0)
+        on_closed_trade_pnl(conn, pnl_amount=3.2, trading_day="2026-06-14", now=now)
+        on_closed_trade_pnl(conn, pnl_amount=0, trading_day="2026-06-14", now=now)
+        st = compute_account_risk_status(conn, trading_day="2026-06-14", now=now)
+        self.assertEqual(st["daily_loss_count"], 0)
+        self.assertEqual(st["status"], STATUS_NORMAL)
+
 
 if __name__ == "__main__":
     unittest.main()

tests/test_hedge_exchange_pnl.py

@@ -0,0 +1,130 @@
+"""对冲计划期权腿盈亏与交易所对齐."""
+from __future__ import annotations
+
+import sqlite3
+import unittest
+
+from lib.hedge_plan.hedge_plan_db import get_plan, init_hedge_plan_tables, insert_leg, insert_plan
+from lib.hedge_plan.hedge_plan_settle_lib import (
+    _parse_opened_ms,
+    backfill_hedge_option_legs_realized_pnl,
+    resolve_option_leg_realized_pnl,
+)
+
+
+class HedgeExchangePnlTest(unittest.TestCase):
+    def test_resolve_prefers_exchange(self):
+        leg = {
+            "inst_id": "ETH-USD_UM-260719-1850-P",
+            "opened_at": "2026-07-17 06:59:18",
+            "premium": 5.0,
+        }
+        hist = [
+            {
+                "instId": "ETH-USD_UM-260719-1850-P",
+                "uTime": "1784400000000",
+                "realizedPnl": "12.00",
+                "closeAvgPx": "30",
+            }
+        ]
+        pnl, src = resolve_option_leg_realized_pnl(
+            leg=leg, hist_rows=hist, fallback=-5.0
+        )
+        self.assertEqual(src, "exchange")
+        self.assertEqual(pnl, 12.0)
+
+    def test_opened_at_beijing_wall_clock_not_utc(self):
+        # 北京 09:19 开仓 → UTC 01:19; 到期结算北京 16:00:31 = UTC 08:00:31
+        open_ms = _parse_opened_ms("2026-07-20 09:19:30")
+        self.assertEqual(open_ms, 1784510370000)
+        leg = {
+            "inst_id": "ETH-USD_UM-260720-1870-C",
+            "opened_at": "2026-07-20 09:19:30",
+            "premium": 6.9,
+        }
+        hist = [
+            {
+                "instId": "ETH-USD_UM-260720-1870-C",
+                "uTime": "1784534431512",
+                "realizedPnl": "-7.1812815",
+                "pnl": "-6.9",
+                "type": "2",
+            }
+        ]
+        pnl, src = resolve_option_leg_realized_pnl(
+            leg=leg, hist_rows=hist, fallback=-6.9
+        )
+        self.assertEqual(src, "exchange")
+        self.assertAlmostEqual(pnl, -7.1813, places=4)
+
+    def test_backfill_updates_plan_total(self):
+        conn = sqlite3.connect(":memory:")
+        conn.row_factory = sqlite3.Row
+        init_hedge_plan_tables(conn)
+        pid = insert_plan(
+            conn,
+            {
+                "plan_type": "options_options",
+                "status": "closed",
+                "underlying": "ETH",
+                "premium_total": 10,
+                "realized_pnl_options": 6.08,
+                "realized_pnl_total": 6.08,
+                "opened_at": "2026-07-17 06:59:18",
+                "closed_at": "2026-07-19 16:00:13",
+            },
+        )
+        insert_leg(
+            conn,
+            {
+                "plan_id": pid,
+                "leg_role": "option_a",
+                "inst_id": "ETH-USD_UM-260719-1890-C",
+                "opt_type": "C",
+                "strike": 1890,
+                "size": 10,
+                "premium": 5.92,
+                "status": "closed",
+                "realized_pnl": -5.92,
+                "opened_at": "2026-07-17 06:59:18",
+                "closed_at": "2026-07-19 16:00:13",
+            },
+        )
+        insert_leg(
+            conn,
+            {
+                "plan_id": pid,
+                "leg_role": "option_b",
+                "inst_id": "ETH-USD_UM-260719-1850-P",
+                "opt_type": "P",
+                "strike": 1850,
+                "size": 10,
+                "premium": 4.0,
+                "status": "closed",
+                "realized_pnl": 12.0,
+                "opened_at": "2026-07-17 06:59:18",
+                "closed_at": "2026-07-19 08:00:00",
+            },
+        )
+        hist = [
+            {
+                "instId": "ETH-USD_UM-260719-1890-C",
+                "uTime": "1784476813000",
+                "realizedPnl": "-5.50",
+            },
+            {
+                "instId": "ETH-USD_UM-260719-1850-P",
+                "uTime": "1784448000000",
+                "realizedPnl": "11.80",
+            },
+        ]
+        out = backfill_hedge_option_legs_realized_pnl(conn, hist)
+        self.assertEqual(out["legs"], 2)
+        self.assertEqual(out["plans"], 1)
+        plan = get_plan(conn, pid)
+        self.assertAlmostEqual(float(plan["realized_pnl_options"]), 6.3, places=4)
+        self.assertAlmostEqual(float(plan["realized_pnl_total"]), 6.3, places=4)
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_hedge_options_exclusive.py

@@ -0,0 +1,103 @@
+"""对冲计划与单独期权互斥门控."""
+from __future__ import annotations
+
+import os
+import sqlite3
+import unittest
+from unittest import mock
+
+from lib.hedge_plan.hedge_options_exclusive_lib import (
+    block_hedge_plan_start_msg,
+    block_standalone_option_open_msg,
+    has_standalone_option_position,
+    mutual_exclusive_enabled,
+)
+from lib.hedge_plan.hedge_plan_calc_lib import gate_status
+from lib.hedge_plan.hedge_plan_db import init_hedge_plan_tables
+
+
+class HedgeOptionsExclusiveTests(unittest.TestCase):
+    def test_mutual_default_true(self):
+        with mock.patch.dict(os.environ, {}, clear=False):
+            os.environ.pop("HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE", None)
+            self.assertTrue(mutual_exclusive_enabled())
+
+    def test_mutual_can_disable(self):
+        with mock.patch.dict(os.environ, {"HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE": "false"}):
+            self.assertFalse(mutual_exclusive_enabled())
+
+    def test_block_open_when_active_plan(self):
+        conn = sqlite3.connect(":memory:")
+        conn.row_factory = sqlite3.Row
+        init_hedge_plan_tables(conn)
+        conn.execute(
+            "INSERT INTO hedge_plans (plan_type, underlying, status) "
+            "VALUES ('options_options', 'ETH', 'active')"
+        )
+        conn.commit()
+        with mock.patch.dict(os.environ, {"HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE": "true"}):
+            msg = block_standalone_option_open_msg(conn)
+        self.assertIsNotNone(msg)
+        self.assertIn("对冲计划", msg or "")
+        with mock.patch.dict(os.environ, {"HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE": "false"}):
+            self.assertIsNone(block_standalone_option_open_msg(conn))
+        conn.close()
+
+    def test_standalone_position_detection(self):
+        conn = sqlite3.connect(":memory:")
+        conn.row_factory = sqlite3.Row
+        init_hedge_plan_tables(conn)
+        raw = [{"instId": "ETH-USD_UM-260719-1890-C", "pos": "1"}]
+        with mock.patch(
+            "lib.instance.instance_dashboard_lib._resolve_options_source",
+            return_value=("option", "纯期权", None),
+        ):
+            self.assertTrue(has_standalone_option_position(conn, raw))
+        with mock.patch(
+            "lib.instance.instance_dashboard_lib._resolve_options_source",
+            return_value=("options_options", "期期对冲", 2),
+        ):
+            self.assertFalse(has_standalone_option_position(conn, raw))
+        conn.close()
+
+    def test_block_hedge_start_msg(self):
+        conn = sqlite3.connect(":memory:")
+        conn.row_factory = sqlite3.Row
+        init_hedge_plan_tables(conn)
+        raw = [{"instId": "ETH-USD_UM-260719-1890-C", "pos": "2"}]
+        with mock.patch.dict(os.environ, {"HEDGE_PLAN_OPTIONS_MUTUAL_EXCLUSIVE": "true"}):
+            with mock.patch(
+                "lib.instance.instance_dashboard_lib._resolve_options_source",
+                return_value=("option", "纯期权", None),
+            ):
+                msg = block_hedge_plan_start_msg(conn, raw_positions=raw)
+        self.assertIsNotNone(msg)
+        self.assertIn("单独期权", msg or "")
+        conn.close()
+
+    def test_gate_status_blocks_start(self):
+        g = gate_status(
+            hedge_enabled=True,
+            sizing_mode="full_margin",
+            plan_type="options_options",
+            options_enabled=True,
+            live_order=True,
+            mutual_exclusive=True,
+            has_standalone_option=True,
+        )
+        self.assertFalse(g["can_start"])
+        self.assertTrue(any("单独期权" in r for r in g["reasons"]))
+        g2 = gate_status(
+            hedge_enabled=True,
+            sizing_mode="full_margin",
+            plan_type="options_options",
+            options_enabled=True,
+            live_order=True,
+            mutual_exclusive=False,
+            has_standalone_option=True,
+        )
+        self.assertTrue(g2["can_start"])
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_hedge_partial_manual.py

@@ -0,0 +1,45 @@
+"""半腿失败:手动补开 vs 自动平."""
+from __future__ import annotations
+
+import os
+import unittest
+from unittest import mock
+
+from lib.hedge_plan.hedge_plan_orders_lib import (
+    manual_complete_on_partial,
+    partial_auto_close_enabled,
+)
+
+
+class PartialManualTests(unittest.TestCase):
+    def test_manual_default_forces_auto_close_off(self):
+        with mock.patch.dict(os.environ, {}, clear=False):
+            os.environ.pop("HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL", None)
+            os.environ["HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION"] = "true"
+            self.assertTrue(manual_complete_on_partial())
+            self.assertFalse(partial_auto_close_enabled())
+
+    def test_manual_off_allows_auto_close(self):
+        with mock.patch.dict(
+            os.environ,
+            {
+                "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL": "false",
+                "HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION": "true",
+            },
+        ):
+            self.assertFalse(manual_complete_on_partial())
+            self.assertTrue(partial_auto_close_enabled())
+
+    def test_both_off(self):
+        with mock.patch.dict(
+            os.environ,
+            {
+                "HEDGE_PLAN_MANUAL_COMPLETE_ON_PARTIAL": "false",
+                "HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION": "false",
+            },
+        ):
+            self.assertFalse(partial_auto_close_enabled())
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_hedge_plan_calc.py

@@ -9,7 +9,10 @@ from lib.hedge_plan.hedge_plan_calc_lib import (
     option_expiry_pnl,
     option_premium_total,
     perp_pnl,
+    resolve_oo_budget_usdc,
+    suggest_oo_sheets,
 )
+from lib.hedge_plan.hedge_plan_monitor_lib import resolve_oo_rest_close_mode
 
 
 class TestHedgePlanCalc(unittest.TestCase):
@@ -69,6 +72,32 @@ class TestHedgePlanCalc(unittest.TestCase):
         self.assertFalse(g["can_start"])
         self.assertTrue(any("全仓" in r for r in g["reasons"]))
 
+    def test_gate_hidden_plan_type_blocks_preview(self):
+        g = gate_status(
+            hedge_enabled=True,
+            sizing_mode="full_margin",
+            plan_type="perp_options",
+            options_enabled=True,
+            live_order=True,
+            live_trading=True,
+            show_perp_options=False,
+        )
+        self.assertFalse(g["can_preview"])
+        self.assertFalse(g["can_start"])
+        self.assertTrue(any("隐藏" in r for r in g["reasons"]))
+        self.assertFalse(g["show_perp_options"])
+        self.assertTrue(g["show_options_options"])
+
+        g2 = gate_status(
+            hedge_enabled=True,
+            sizing_mode="risk",
+            plan_type="options_options",
+            options_enabled=True,
+            show_options_options=False,
+        )
+        self.assertFalse(g2["can_preview"])
+        self.assertTrue(any("期期" in r for r in g2["reasons"]))
+
     def test_oo_expiry_loss_flag(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}
@@ -81,6 +110,9 @@ class TestHedgePlanCalc(unittest.TestCase):
         )
         self.assertEqual(p["summary"]["premium_paid"], 10)
         self.assertTrue(p["summary"]["expiry_is_loss"])
+        self.assertEqual(p["summary"]["rr_risk_premium"], 10)
+        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(len(p["scenarios"]), 4)
         self.assertEqual(p["scenarios"][0]["id"], "target_up")
         self.assertEqual(p["scenarios"][1]["id"], "target_down")
@@ -103,6 +135,99 @@ class TestHedgePlanCalc(unittest.TestCase):
         self.assertEqual(floor_contracts_to_precision(4.569713, 0), 4.0)
         self.assertEqual(floor_contracts_to_precision(0, 4), 0.0)
 
+    def test_oo_budget_min_trading_and_cap(self):
+        b = resolve_oo_budget_usdc(trading_usdc=11.07, trade_budget_usdc=10, buffer_ratio=0.95)
+        self.assertTrue(b["ok"])
+        self.assertAlmostEqual(b["trading_cap"], 11.07 * 0.95, places=4)
+        self.assertEqual(b["budget_usdc"], 10.0)
+
+    def test_suggest_oo_same_sheets_default(self):
+        # cost_a=1, cost_b=1 → pair=2; budget=10 → n=5
+        s = suggest_oo_sheets(
+            mode="same_sheets",
+            budget_usdc=10,
+            ask_a=100,
+            ct_mult_a=0.01,
+            ask_b=100,
+            ct_mult_b=0.01,
+        )
+        self.assertEqual(s["mode"], "same_sheets")
+        self.assertEqual(s["sheets_a"], 5)
+        self.assertEqual(s["sheets_b"], 5)
+        self.assertTrue(s["ok"])
+
+    def test_suggest_oo_long_bias_budget(self):
+        # cost_call=1, cost_put=1; budget 10 → call 7U / put 3U → 7 / 3
+        s = suggest_oo_sheets(
+            mode="long_bias",
+            budget_usdc=10,
+            ask_a=100,
+            ct_mult_a=0.01,
+            opt_type_a="C",
+            ask_b=100,
+            ct_mult_b=0.01,
+            opt_type_b="P",
+            bias_split_by="budget",
+            bias_ratio=0.7,
+        )
+        self.assertEqual(s["mode"], "long_bias")
+        self.assertEqual(s["sheets_a"], 7)
+        self.assertEqual(s["sheets_b"], 3)
+        self.assertTrue(s["ok"])
+
+    def test_suggest_oo_short_bias_sheets(self):
+        # 同张数 n=5 → 总张数 10; short → put 7 / call 3
+        s = suggest_oo_sheets(
+            mode="short_bias",
+            budget_usdc=10,
+            ask_a=100,
+            ct_mult_a=0.01,
+            opt_type_a="C",
+            ask_b=100,
+            ct_mult_b=0.01,
+            opt_type_b="P",
+            bias_split_by="sheets",
+            bias_ratio=0.7,
+        )
+        self.assertEqual(s["mode"], "short_bias")
+        self.assertEqual(s["sheets_a"], 3)
+        self.assertEqual(s["sheets_b"], 7)
+
+    def test_suggest_oo_bias_requires_call_put(self):
+        s = suggest_oo_sheets(
+            mode="long_bias",
+            budget_usdc=10,
+            ask_a=100,
+            ct_mult_a=0.01,
+            opt_type_a="C",
+            ask_b=100,
+            ct_mult_b=0.01,
+            opt_type_b="C",
+            bias_split_by="budget",
+        )
+        self.assertFalse(s["ok"])
+        self.assertIn("Call", s["msg"])
+
+    def test_suggest_oo_depth_cap(self):
+        s = suggest_oo_sheets(
+            mode="same_sheets",
+            budget_usdc=100,
+            ask_a=100,
+            ct_mult_a=0.01,
+            ask_sz_a=2,
+            ask_b=100,
+            ct_mult_b=0.01,
+            ask_sz_b=50,
+        )
+        self.assertEqual(s["sheets_a"], 2)
+        self.assertEqual(s["sheets_b"], 2)
+
+    def test_oo_rest_close_mode_default_close_all(self):
+        self.assertEqual(resolve_oo_rest_close_mode({"oo_close_mode": "close_all"}), "close_all")
+        self.assertEqual(resolve_oo_rest_close_mode({"oo_close_mode": "hold_expiry"}), "hold_expiry")
+        # 旧计划无字段:保持到期平,避免部署后误清残腿
+        self.assertEqual(resolve_oo_rest_close_mode({}), "hold_expiry")
+
 
 if __name__ == "__main__":
     unittest.main()

tests/test_hedge_plan_end.py

@@ -0,0 +1,140 @@
+"""对冲计划:人工结束 + 未成交不显示 open."""
+from __future__ import annotations
+
+import sqlite3
+import unittest
+from unittest import mock
+
+from lib.hedge_plan.hedge_plan_db import (
+    get_plan,
+    get_plan_legs,
+    init_hedge_plan_tables,
+    insert_leg,
+    insert_plan,
+    legs_contract_summary,
+)
+from lib.hedge_plan.hedge_plan_orders_lib import (
+    execute_manual_end_plan,
+    reconcile_unfilled_option_legs,
+)
+
+
+def _mem():
+    conn = sqlite3.connect(":memory:")
+    conn.row_factory = sqlite3.Row
+    init_hedge_plan_tables(conn)
+    return conn
+
+
+class TestHedgePlanEnd(unittest.TestCase):
+    def test_legs_summary_marks_unfilled(self):
+        s = legs_contract_summary(
+            [
+                {"leg_role": "option_a", "inst_id": "ETH-C", "status": "pending"},
+                {"leg_role": "option_b", "inst_id": "ETH-P", "status": "open"},
+                {"leg_role": "option_a", "inst_id": "X", "status": "cancelled"},
+            ]
+        )
+        self.assertIn("(待补)", s)
+        self.assertIn("(未成交)", s)
+
+    def test_reconcile_ghost_open_to_pending(self):
+        conn = _mem()
+        pid = insert_plan(
+            conn,
+            {
+                "plan_type": "options_options",
+                "status": "active",
+                "underlying": "ETH",
+            },
+        )
+        insert_leg(
+            conn,
+            {
+                "plan_id": pid,
+                "leg_role": "option_a",
+                "inst_id": "ETH-USD_UM-260720-1870-C",
+                "status": "open",
+                "exchange_ord_id": "1",
+                "avg_open": 0.01,
+            },
+        )
+        insert_leg(
+            conn,
+            {
+                "plan_id": pid,
+                "leg_role": "option_b",
+                "inst_id": "ETH-USD_UM-260720-1870-P",
+                "status": "open",
+                "exchange_ord_id": "2",
+                "avg_open": 0.02,
+            },
+        )
+        cfg = {"exchange_options": object()}
+        with mock.patch(
+            "lib.hedge_plan.hedge_plan_orders_lib._live_option_pos_sheets",
+            side_effect=lambda ex, inst: 0.0 if "C" in inst else 50.0,
+        ), mock.patch(
+            "lib.exchange.okx_options_lib.fetch_option_order",
+            return_value={"ok": True, "state": "canceled", "acc_fill_sz": 0},
+        ):
+            notes = reconcile_unfilled_option_legs(cfg, conn, pid)
+        self.assertTrue(notes)
+        legs = {l["leg_role"]: l for l in get_plan_legs(conn, pid)}
+        self.assertEqual(legs["option_a"]["status"], "pending")
+        self.assertEqual(legs["option_b"]["status"], "open")
+        self.assertEqual(get_plan(conn, pid)["status"], "partial")
+
+    def test_manual_end_no_flat(self):
+        conn = _mem()
+        pid = insert_plan(
+            conn,
+            {
+                "plan_type": "options_options",
+                "status": "partial",
+                "underlying": "ETH",
+            },
+        )
+        insert_leg(
+            conn,
+            {
+                "plan_id": pid,
+                "leg_role": "option_a",
+                "inst_id": "ETH-C",
+                "status": "pending",
+                "exchange_ord_id": "9",
+            },
+        )
+        insert_leg(
+            conn,
+            {
+                "plan_id": pid,
+                "leg_role": "option_b",
+                "inst_id": "ETH-P",
+                "status": "open",
+                "exchange_ord_id": "8",
+            },
+        )
+        cfg = {"exchange_options": object()}
+        with mock.patch(
+            "lib.hedge_plan.hedge_plan_orders_lib.reconcile_unfilled_option_legs",
+            return_value=[],
+        ), mock.patch(
+            "lib.exchange.okx_options_lib.cancel_option_order",
+            return_value={"ok": True},
+        ) as cancel, mock.patch(
+            "lib.hedge_plan.hedge_plan_notify_lib.notify_plan_end",
+            return_value=True,
+        ):
+            out = execute_manual_end_plan(cfg, conn, pid)
+        self.assertTrue(out.get("ok"))
+        self.assertEqual(get_plan(conn, pid)["status"], "closed")
+        self.assertEqual(get_plan(conn, pid)["close_reason"], "manual")
+        legs = {l["leg_role"]: l for l in get_plan_legs(conn, pid)}
+        self.assertEqual(legs["option_a"]["status"], "cancelled")
+        self.assertEqual(legs["option_b"]["status"], "open")  # 已有持仓不动
+        cancel.assert_called()
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_hedge_plan_orders.py

@@ -133,15 +133,15 @@ class TestHedgePlanOrderPath(unittest.TestCase):
 
     def test_dry_run_oo(self):
         quote = MagicMock(
-            return_value={
+            side_effect=lambda _ex, inst_id: {
                 "ok": True,
                 "ask": 10,
-                "ask_sz": 5,
+                "ask_sz": 50,
                 "can_open": True,
                 "ct_mult": 0.01,
                 "tick_sz": "0.1",
                 "strike": 1800,
-                "meta": {"optType": "C"},
+                "meta": {"optType": "C" if inst_id == "A" else "P"},
             }
         )
         cfg = {
@@ -149,17 +149,27 @@ class TestHedgePlanOrderPath(unittest.TestCase):
             "quote_option_contract": quote,
             "place_option_limit_order": MagicMock(),
             "td_mode_for_option_buy": lambda x: "isolated",
+            "trade_budget_usdc": 10,
+            "budget_buffer": 0.95,
         }
         body = {
             "target_price": 1900,
             "target_price_up": 1950,
             "target_price_down": 1750,
-            "leg_a": {"inst_id": "A", "sheets": 1},
+            "oo_sheets_mode": "same_sheets",
-            "leg_b": {"inst_id": "B", "sheets": 1},
+            "leg_a": {"inst_id": "A", "sheets": 1, "opt_type": "C"},
+            "leg_b": {"inst_id": "B", "sheets": 1, "opt_type": "P"},
         }
+        from unittest import mock
+
+        with mock.patch(
+            "lib.exchange.okx_options_lib.fetch_options_trading_usdc",
+            return_value=100.0,
+        ):
             out = execute_options_options_start(cfg, body, dry_run=True)
-        self.assertTrue(out["ok"])
+        self.assertTrue(out["ok"], out)
         self.assertEqual(len(out["results"]), 2)
+        self.assertTrue(out.get("refresh", {}).get("ok"))
 
     def test_buy_rejects_without_ask_depth(self):
         from lib.hedge_plan.hedge_plan_orders_lib import _buy_option

tests/test_hedge_start_refresh.py

@@ -0,0 +1,125 @@
+"""对冲启动:再拉卖一 + 对冲专用预算缓冲重算张数."""
+from __future__ import annotations
+
+import os
+import unittest
+from unittest import mock
+from unittest.mock import MagicMock
+
+from lib.hedge_plan.hedge_plan_orders_lib import (
+    _hedge_budget_buffer,
+    execute_options_options_start,
+    refresh_oo_sizing_before_start,
+    refresh_po_option_quote_before_start,
+)
+
+
+class TestHedgeStartRefresh(unittest.TestCase):
+    def test_hedge_budget_buffer_independent(self):
+        with mock.patch.dict(
+            os.environ,
+            {
+                "HEDGE_PLAN_BUDGET_BUFFER": "0.9",
+                "OKX_OPTIONS_BUDGET_BUFFER": "0.5",
+            },
+        ):
+            self.assertAlmostEqual(_hedge_budget_buffer(None), 0.9)
+            self.assertAlmostEqual(_hedge_budget_buffer({"budget_buffer": 0.88}), 0.88)
+
+    def test_refresh_oo_resizes_from_fresh_ask(self):
+        def quote(_ex, inst_id):
+            if inst_id == "A":
+                return {
+                    "ok": True,
+                    "ask": 20,
+                    "ask_sz": 100,
+                    "ct_mult": 0.01,
+                    "meta": {"optType": "C"},
+                }
+            return {
+                "ok": True,
+                "ask": 20,
+                "ask_sz": 100,
+                "ct_mult": 0.01,
+                "meta": {"optType": "P"},
+            }
+
+        cfg = {
+            "exchange_options": object(),
+            "quote_option_contract": quote,
+            "trade_budget_usdc": 10,
+            "budget_buffer": 0.95,
+        }
+        body = {
+            "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"},
+        }
+        # unit cost = 20*0.01=0.2 each → pair 0.4; budget min(100*0.95,10)=10 → n=25
+        with mock.patch(
+            "lib.exchange.okx_options_lib.fetch_options_trading_usdc",
+            return_value=100.0,
+        ):
+            out = refresh_oo_sizing_before_start(cfg, body)
+        self.assertTrue(out.get("ok"), out)
+        self.assertEqual(body["leg_a"]["sheets"], 25)
+        self.assertEqual(body["leg_b"]["sheets"], 25)
+        self.assertEqual(body["leg_a"]["ask"], 20)
+        self.assertEqual(out["sheets_a"], 25)
+
+    def test_execute_oo_start_uses_refreshed_sheets(self):
+        quote = MagicMock(
+            side_effect=lambda _ex, inst_id: {
+                "ok": True,
+                "ask": 10,
+                "ask_sz": 50,
+                "ct_mult": 0.01,
+                "tick_sz": "0.1",
+                "meta": {"optType": "C" if inst_id == "A" else "P"},
+            }
+        )
+        cfg = {
+            "exchange_options": object(),
+            "quote_option_contract": quote,
+            "place_option_limit_order": MagicMock(),
+            "td_mode_for_option_buy": lambda x: "isolated",
+            "trade_budget_usdc": 4,
+            "budget_buffer": 0.95,
+        }
+        body = {
+            "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"},
+        }
+        # cost 0.1+0.1=0.2; budget 4 → 20 sheets each
+        with mock.patch(
+            "lib.exchange.okx_options_lib.fetch_options_trading_usdc",
+            return_value=100.0,
+        ):
+            out = execute_options_options_start(cfg, body, dry_run=True)
+        self.assertTrue(out["ok"], out)
+        self.assertEqual(body["leg_a"]["sheets"], 20)
+        self.assertEqual(out["results"][0]["sheets"], 20)
+        self.assertIn("refresh", out)
+        self.assertTrue(out["refresh"]["ok"])
+
+    def test_refresh_po_keeps_sheets(self):
+        quote = MagicMock(
+            return_value={
+                "ok": True,
+                "ask": 12.5,
+                "ask_sz": 8,
+                "ct_mult": 0.01,
+                "meta": {"optType": "P"},
+            }
+        )
+        cfg = {"exchange_options": object(), "quote_option_contract": quote}
+        body = {"opt_inst_id": "X", "sheets": 3}
+        out = refresh_po_option_quote_before_start(cfg, body)
+        self.assertTrue(out["ok"])
+        self.assertEqual(body["ask"], 12.5)
+        self.assertEqual(body["sheets"], 3)
+
+
+if __name__ == "__main__":
+    unittest.main()

tests/test_hub_ai_options_playbook.py

@@ -0,0 +1,97 @@
+"""hub_ai:期权持仓进教练上下文 + 执行手册摘要."""
+from __future__ import annotations
+
+import unittest
+
+from hub_ai.context import (
+    format_chat_context_for_chat,
+    format_chat_context_slim,
+    format_chat_position_overview,
+)
+from hub_ai.playbook_brief import format_playbook_brief_for_chat
+from hub_ai.prompts import build_chat_user_prompt
+
+
+def _sample_payload():
+    return {
+        "totals": {
+            "trading_day": "2026-07-22",
+            "total_pnl_u": 0,
+            "closed_count": 0,
+            "win_count": 0,
+            "loss_count": 0,
+            "float_pnl_u": 1.25,
+            "open_position_count": 1,
+            "options_open_position_count": 1,
+            "perpetual_open_position_count": 0,
+        },
+        "accounts": [
+            {
+                "name": "OKX_趋势",
+                "key": "okx",
+                "status": "已监控",
+                "open_position_count": 1,
+                "options_open_position_count": 1,
+                "float_pnl_u": 1.25,
+                "funding_usdt": 100,
+                "trading_usdt": 50,
+                "trade_stats": {"total_pnl_u": 0, "closed_count": 0, "win_count": 0, "loss_count": 0},
+                "positions": [],
+                "trades": [],
+                "monitor_lines": {},
+                "options_snapshot": {
+                    "ok": True,
+                    "enabled": True,
+                    "positions": [
+                        {
+                            "inst_id": "ETH-USD-260723-3500-C",
+                            "opt_type": "C",
+                            "pos": 1,
+                            "premium_paid": 8.5,
+                            "source_label": "纯期权",
+                            "source": "option",
+                            "upl": 1.25,
+                            "target_monitor_text": "目标 3600",
+                        }
+                    ],
+                },
+            }
+        ],
+    }
+
+
+class HubAiOptionsPlaybookTests(unittest.TestCase):
+    def test_chat_slim_includes_options_line(self):
+        text = format_chat_context_slim(_sample_payload())
+        self.assertIn("期权 ETH-USD-260723-3500-C Call", text)
+        self.assertIn("永续0/期权1", text)
+        self.assertIn("权利金8.5U", text)
+
+    def test_overview_lists_options(self):
+        text = format_chat_position_overview(_sample_payload())
+        self.assertIn("期权1", text)
+        self.assertIn("ETH-USD-260723-3500-C", text)
+
+    def test_chat_bundle_keeps_options(self):
+        text = format_chat_context_for_chat(_sample_payload(), max_chars=8000)
+        self.assertIn("ETH-USD-260723-3500-C", text)
+        self.assertIn("期权", text)
+
+    def test_playbook_brief_injected(self):
+        brief = format_playbook_brief_for_chat()
+        self.assertIn("执行手册", brief)
+        self.assertIn("OKX", brief)
+        self.assertIn("不手动平仓", brief)
+        prompt = build_chat_user_prompt(
+            context_text="快照",
+            trading_day="2026-07-22",
+            summary_excerpt="",
+            user_message="今天怎么样",
+            playbook_brief=brief,
+        )
+        self.assertIn("用户策略执行手册", prompt)
+        self.assertIn("不手动平仓", prompt)
+
+
+if __name__ == "__main__":
+    unittest.main()