dekun
d339971c26
Account risk fields now match the risk policy page; uncomment RISK_* defaults in .env.example. Co-authored-by: Cursor <cursoragent@cursor.com>
271 lines
11 KiB
Python
271 lines
11 KiB
Python
"""env 配置页 UI 白名单：中文标签、按交易所过滤。"""
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from __future__ import annotations
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import os
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from typing import Any, Optional
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from lib.env.env_file_lib import env_get_all, read_env_lines
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from lib.env.env_schema import (
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_field_type,
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_hot_reload,
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_is_sensitive,
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_mask_value,
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_restart_required,
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parse_env_example_schema,
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)
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# 各所「交易所与实盘」字段（顺序即页面顺序）
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_EXCHANGE_LIVE_FIELDS: dict[str, list[tuple[str, str, str]]] = {
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"okx": [
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("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程，不向交易所发单"),
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("OKX_API_KEY", "API Key", "永续子账户"),
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("OKX_API_SECRET", "API Secret", "永续子账户"),
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("OKX_API_PASSPHRASE", "API Passphrase", "OKX 必填"),
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("OKX_TD_MODE", "保证金模式", "cross=全仓，isolated=逐仓"),
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("OKX_POS_MODE", "持仓模式", "hedge=双向，net=单向净持仓"),
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("OKX_POSITION_INST_TYPE", "仓位查询类型", "如 SWAP"),
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("OKX_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
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],
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"binance": [
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("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程，不向交易所发单"),
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("BINANCE_API_KEY", "API Key", "永续子账户"),
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("BINANCE_API_SECRET", "API Secret", "永续子账户"),
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("BINANCE_MARGIN_MODE", "保证金模式", "cross=全仓，isolated=逐仓"),
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("BINANCE_POSITION_MODE", "持仓模式", "hedge=双向，one_way=单向"),
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("BINANCE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
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],
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"gate": [
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("LIVE_TRADING_ENABLED", "开启实盘下单", "关闭时仅走本地流程，不向交易所发单"),
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("GATE_API_KEY", "API Key", "永续子账户"),
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("GATE_API_SECRET", "API Secret", "永续子账户"),
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("GATE_TD_MODE", "保证金模式", "cross=全仓，isolated=逐仓"),
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("GATE_POS_MODE", "持仓模式", "hedge=双向，single=单向"),
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("GATE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
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],
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}
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_SHARED_SECTIONS: list[dict[str, Any]] = [
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{
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"title": "企业微信",
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"fields": [
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("WECHAT_WEBHOOK", "机器人 Webhook", "行情与风控推送地址"),
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("WECHAT_TIMEOUT_SECONDS", "推送超时（秒）", "默认 10"),
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],
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},
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{
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"title": "AI 复盘",
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"fields": [
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("AI_PROVIDER", "AI 提供方", "openai 或 ollama"),
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("OPENAI_API_BASE", "API 地址", "OpenAI 兼容接口"),
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("OPENAI_API_KEY", "API 密钥", "留空表示不修改"),
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("OPENAI_MODEL", "云端模型", ""),
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("OLLAMA_API", "Ollama 地址", "本地服务 URL"),
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("AI_MODEL", "Ollama 模型", ""),
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("AI_TIMEOUT_SECONDS", "请求超时（秒）", "默认 120"),
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],
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},
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{
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"title": "交易执行",
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"fields": [
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("POSITION_SIZING_MODE", "计仓模式", "risk=以损定仓，full_margin=全仓杠杆"),
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("RISK_PERCENT", "以损定仓风险%", "单笔风险占资金比例"),
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("FULL_MARGIN_BUFFER_RATIO", "全仓资金缓冲比例", "如 0.98"),
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("BTC_LEVERAGE", "BTC 默认杠杆", ""),
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("ALT_LEVERAGE", "山寨默认杠杆", ""),
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("TRADE_DIRECTION_RESTRICT_ENABLED", "方向限制开关", ""),
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("TRADE_DIRECTION", "允许方向", "long_only / short_only / both"),
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("TRADE_SYMBOL_RESTRICT_ENABLED", "币种白名单开关", ""),
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("TRADE_SYMBOL_WHITELIST", "白名单币种", "逗号分隔，如 BTC,ETH"),
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("TRADING_DAY_RESET_HOUR", "交易日切点（北京时间）", "整点，默认 8"),
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("TRADING_DAY_RESET_OPEN_GUARD_ENABLED", "切点前禁止新开仓", ""),
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("MAX_ACTIVE_POSITIONS", "最大同时持仓", ""),
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("MANUAL_MIN_PLANNED_RR", "人工最低盈亏比", "如 1.4"),
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("FORCE_CLOSE_ENABLED", "强制清仓开关", ""),
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("FORCE_CLOSE_BJ_HOUR", "强制清仓整点（北京）", ""),
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],
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},
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{
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"title": "交易风控",
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"fields": [
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("DAILY_OPEN_ALERT_THRESHOLD", "单日开仓提醒阈值", "达次数后 AI 提醒，不拦单"),
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("DAILY_OPEN_HARD_LIMIT", "单日开仓硬上限", "0=不启用"),
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],
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},
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{
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"title": "账户冷静期",
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"fields": [
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("RISK_CONTROL_ENABLED", "冷静期总开关", ""),
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("RISK_COOLING_HOURS_MANUAL", "手动平仓冷静（小时）", ""),
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("RISK_COOLING_HOURS_MANUAL_JOURNAL", "复盘情绪冷静（小时）", ""),
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("RISK_MANUAL_CLOSE_DAILY_LIMIT", "日手动平仓次数上限", ""),
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("RISK_MOOD_ISSUES_DAILY_FREEZE", "情绪标签日冻结", ""),
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],
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},
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{
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"title": "自动划转",
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"fields": [
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("AUTO_TRANSFER_ENABLED", "启用自动划转", ""),
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("AUTO_TRANSFER_AMOUNT", "目标余额（U）", "交易账户目标 USDT"),
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("AUTO_TRANSFER_FROM", "划出账户", "funding 或 swap"),
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("AUTO_TRANSFER_TO", "划入账户", "swap 或 funding"),
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("AUTO_TRANSFER_BJ_HOUR", "执行整点（北京时间）", ""),
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("TRANSFER_CCY", "划转币种", "默认 USDT"),
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],
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},
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{
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"title": "当日资金",
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"fields": [
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("DAILY_START_CAPITAL", "日起始基数（U）", ""),
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("DAILY_LOSS_CAPITAL", "回撤后基数（U）", ""),
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("DAILY_PROFIT_CAPITAL", "盈利后基数（U）", ""),
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],
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},
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]
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_OPTIONS_SECTION: dict[str, Any] = {
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"title": "期权账户",
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"exchanges": frozenset({"okx"}),
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"fields": [
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("OKX_OPTIONS_ENABLED", "启用期权模块", ""),
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("OKX_OPTIONS_API_KEY", "期权 API Key", "主账户，与永续子账户分离"),
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("OKX_OPTIONS_API_SECRET", "期权 API Secret", ""),
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("OKX_OPTIONS_API_PASSPHRASE", "期权 API Passphrase", ""),
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("OKX_OPTIONS_ACCOUNT_LABEL", "期权账户备注", ""),
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("OKX_OPTIONS_TRADE_BUDGET_USDC", "单笔预算（USDC）", ""),
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("OKX_OPTIONS_BUDGET_BUFFER", "预算缓冲比例", "如 0.95"),
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("OKX_OPTIONS_DEFAULT_UNDERLY", "默认标的", "如 ETH"),
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],
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}
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# 与运行时 os.getenv 默认一致；.env 未写明时展示实际生效值（同风控说明页）
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_RUNTIME_ENV_DEFAULTS: dict[str, str] = {
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"RISK_CONTROL_ENABLED": "true",
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"RISK_COOLING_HOURS_MANUAL": "4",
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"RISK_COOLING_HOURS_MANUAL_JOURNAL": "1",
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"RISK_MANUAL_CLOSE_DAILY_LIMIT": "2",
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"RISK_MOOD_ISSUES_DAILY_FREEZE": "true",
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}
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def _effective_env_value(key: str, file_values: dict[str, str], schema_default: str = "") -> str:
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if key in file_values:
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return file_values[key]
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runtime = os.getenv(key)
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if runtime is not None and str(runtime).strip() != "":
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return str(runtime).strip()
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if schema_default:
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return schema_default
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return _RUNTIME_ENV_DEFAULTS.get(key, "")
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def _schema_field_map(example_path: str) -> dict[str, dict[str, Any]]:
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out: dict[str, dict[str, Any]] = {}
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for group in parse_env_example_schema(example_path):
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for field in group.get("fields") or []:
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out[field["key"]] = dict(field)
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return out
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def _build_field(
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key: str,
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label: str,
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note: str,
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schema: dict[str, dict[str, Any]],
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values: dict[str, str],
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) -> dict[str, Any]:
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meta = schema.get(key) or {}
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schema_default = meta.get("default") or ""
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val = _effective_env_value(key, values, schema_default)
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masked = _mask_value(key, val)
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ftype = meta.get("type") or _field_type(key, val or schema_default)
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return {
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"key": key,
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"label": label,
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"note": note or meta.get("note") or "",
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"default": val,
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"type": ftype,
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"sensitive": meta.get("sensitive", _is_sensitive(key)),
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"restart_required": meta.get("restart_required", _restart_required(key)),
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"hot_reload": meta.get("hot_reload", _hot_reload(key)),
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"current": masked["value"] if not _is_sensitive(key) else "",
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"masked": masked["masked"],
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"tail": masked.get("tail") or "",
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"has_value": masked["has_value"],
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}
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def ui_sections_for_exchange(exchange_key: str) -> list[dict[str, Any]]:
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ex = (exchange_key or "").strip().lower()
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sections: list[dict[str, Any]] = []
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live_fields = _EXCHANGE_LIVE_FIELDS.get(ex, _EXCHANGE_LIVE_FIELDS["okx"])
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sections.append({"title": "交易所与实盘", "fields": live_fields})
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sections.extend(_SHARED_SECTIONS)
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if ex in _OPTIONS_SECTION.get("exchanges", frozenset()):
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sections.append(_OPTIONS_SECTION)
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return sections
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def ui_allowed_keys(exchange_key: str) -> frozenset[str]:
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keys: set[str] = set()
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for sec in ui_sections_for_exchange(exchange_key):
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for item in sec["fields"]:
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keys.add(item[0])
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return frozenset(keys)
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def build_env_ui_payload(
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exchange_key: str,
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example_path: str,
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env_path: str,
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) -> list[dict[str, Any]]:
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schema = _schema_field_map(example_path)
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env_lines = read_env_lines(env_path)
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values = env_get_all(env_lines)
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groups: list[dict[str, Any]] = []
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for sec in ui_sections_for_exchange(exchange_key):
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fields = [
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_build_field(key, label, note, schema, values)
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for key, label, note in sec["fields"]
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]
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groups.append({
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"title": sec["title"],
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"fields": fields,
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"has_restart": any(f.get("restart_required") for f in fields),
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})
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return groups
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def filter_updates_for_ui(exchange_key: str, updates: dict[str, str]) -> dict[str, str]:
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allowed = ui_allowed_keys(exchange_key)
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return {k: v for k, v in (updates or {}).items() if k in allowed}
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def validate_env_ui_updates(
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exchange_key: str,
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example_path: str,
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updates: dict[str, str],
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) -> tuple[dict[str, str], list[str]]:
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from lib.env.env_schema import validate_env_updates
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schema = _schema_field_map(example_path)
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groups: list[dict[str, Any]] = []
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for sec in ui_sections_for_exchange(exchange_key):
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fields: list[dict[str, Any]] = []
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for key, _label, _note in sec["fields"]:
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if key in schema:
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fields.append(schema[key])
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else:
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default = ""
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fields.append(
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{
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"key": key,
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"type": _field_type(key, default),
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"sensitive": _is_sensitive(key),
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"restart_required": _restart_required(key),
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"hot_reload": _hot_reload(key),
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}
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)
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groups.append({"title": sec["title"], "fields": fields})
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return validate_env_updates(groups, updates)
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