Align instance dashboard with snapshot+SSE and options net PnL.

Only dashboard path changes: background snapshot, SSE refresh, smaller header type, options net PnL.

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

crypto_monitor_binance/app.py

@@ -9541,12 +9541,19 @@ register_trade_records_api(
     app_tz=APP_TZ,
 )
 
+def _dashboard_enrich_orders(items):
+    from lib.instance.instance_dashboard_lib import enrich_order_items_with_marks
+
+    return enrich_order_items_with_marks(items, get_price=get_price)
+
+
 from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
 
 register_instance_dashboard_routes(
     app,
     login_required=login_required,
     get_db=get_db,
+    enrich_orders=_dashboard_enrich_orders,
     hedge_enabled=False,
 )
 

crypto_monitor_gate/app.py

@@ -9375,12 +9375,19 @@ register_trade_records_api(
     app_tz=APP_TZ,
 )
 
+def _dashboard_enrich_orders(items):
+    from lib.instance.instance_dashboard_lib import enrich_order_items_with_marks
+
+    return enrich_order_items_with_marks(items, get_price=get_price)
+
+
 from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
 
 register_instance_dashboard_routes(
     app,
     login_required=login_required,
     get_db=get_db,
+    enrich_orders=_dashboard_enrich_orders,
     hedge_enabled=False,
 )
 

crypto_monitor_okx/app.py

@@ -9050,14 +9050,17 @@ def _dashboard_fetch_options_positions():
     if not isinstance(cfg, dict) or not cfg.get("enabled"):
         return []
     try:
-        from lib.options.options_hub_lib import build_options_hub_snapshot
+        from lib.options.options_dashboard_lib import fetch_light_option_positions_for_dashboard
 
-        snap = build_options_hub_snapshot(cfg)
+        return fetch_light_option_positions_for_dashboard(cfg)
     except Exception:
         return []
-    if not snap.get("ok"):
+
-        return []
+
-    return list(snap.get("positions") or [])
+def _dashboard_enrich_orders(items):
+    from lib.instance.instance_dashboard_lib import enrich_order_items_with_marks
+
+    return enrich_order_items_with_marks(items, get_price=get_price)
 
 
 from lib.instance.instance_dashboard_register import register_instance_dashboard_routes
@@ -9067,6 +9070,7 @@ register_instance_dashboard_routes(
     login_required=login_required,
     get_db=get_db,
     fetch_options_positions=_dashboard_fetch_options_positions,
+    enrich_orders=_dashboard_enrich_orders,
     hedge_enabled=os.getenv("HEDGE_PLAN_ENABLED", "false").lower() in ("1", "true", "yes", "on"),
 )
 

lib/common/static/instance_dashboard.js

@@ -5,7 +5,10 @@
 (function (global) {
   const SECTION_ORDER = ["orders", "keys", "strategy", "options", "hedge_plan"];
   let loading = false;
-  let timer = null;
+  let localDashVersion = 0;
+  let dashEventSource = null;
+  let dashReconnectTimer = null;
+  let booted = false;
 
   function root() {
     const active = document.querySelector('.embed-tab-pane.is-active-pane [data-inst-dashboard="1"]');
@@ -121,40 +124,6 @@
     return ' class="inst-dash-row" data-dash-tab="' + escapeHtml(tab || "") + '" role="link" tabindex="0"';
   }
 
-  function mergeOrderLive(items, orderPrices) {
-    const map = {};
-    (orderPrices || []).forEach(function (p) {
-      if (p && p.id != null) map[String(p.id)] = p;
-    });
-    return (items || []).map(function (it) {
-      const live = map[String(it.id)] || {};
-      const mark =
-        live.exchange_mark_price != null
-          ? live.exchange_mark_price
-          : live.price != null
-            ? live.price
-            : it.mark_price;
-      const contracts =
-        live.contracts != null
-          ? live.contracts
-          : live.order_amount != null
-            ? live.order_amount
-            : it.contracts;
-      const entry =
-        live.avg_entry_price != null
-          ? live.avg_entry_price
-          : it.entry;
-      return Object.assign({}, it, {
-        entry: entry,
-        mark_price: mark,
-        mark_display: live.price_display || null,
-        contracts: contracts,
-        tp_profit: live.reward_at_tp_usdt != null ? live.reward_at_tp_usdt : it.tp_profit,
-        float_pnl: live.float_pnl != null ? live.float_pnl : it.float_pnl,
-      });
-    });
-  }
-
   function renderOrdersTable(items) {
     const rows = items
       .map(function (it) {
@@ -294,7 +263,7 @@
         );
       })
       .join("");
-    return tableWrap(["合约", "来源", "类型", "张数", "到期时间", "目标监控", "盈亏"], rows);
+    return tableWrap(["合约", "来源", "类型", "张数", "到期时间", "目标监控", "净盈亏"], rows);
   }
 
   function renderHedgeTable(items) {
@@ -391,31 +360,32 @@
     const status = el.querySelector("#inst-dash-status") || document.getElementById("inst-dash-status");
     const sections = el.querySelector("#inst-dash-sections") || document.getElementById("inst-dash-sections");
     const updated = el.querySelector("#inst-dash-updated") || document.getElementById("inst-dash-updated");
-    if (loading) return;
+    const options = opts || {};
+    if (loading && !options.force) return;
     loading = true;
-    if (status && !(opts && opts.silent)) status.textContent = "加载中…";
+    if (status && !options.silent) status.textContent = "同步中…";
     try {
-      const [dashRes, priceRes] = await Promise.all([
+      const dashRes = await fetch("/api/instance/dashboard", { credentials: "same-origin" });
-        fetch("/api/instance/dashboard", { credentials: "same-origin" }),
+      if (dashRes.status === 401) {
-        fetch("/api/price_snapshot", { credentials: "same-origin" }).catch(function () {
+        location.href = "/login?next=" + encodeURIComponent(location.pathname);
-          return null;
+        return;
-        }),
+      }
-      ]);
       const data = await dashRes.json().catch(function () {
         return {};
       });
       if (!dashRes.ok || !data.ok) {
-        throw new Error(data.msg || dashRes.statusText || "加载失败");
+        if (
-      }
+          data.aggregating ||
-      let orderPrices = [];
+          (data.msg && String(data.msg).indexOf("尚未就绪") >= 0)
-      if (priceRes && priceRes.ok) {
+        ) {
-        try {
+          if (status) status.textContent = "后台聚合中…";
-          const snap = await priceRes.json();
+          return;
-          orderPrices = snap.order_prices || [];
+        }
-        } catch (_) {}
+        throw new Error(data.msg || data.error || dashRes.statusText || "加载失败");
       }
+      const ver = Number(data.dashboard_version) || 0;
+      if (ver) localDashVersion = ver;
       if (data.orders && Array.isArray(data.orders.items)) {
-        data.orders.items = mergeOrderLive(data.orders.items, orderPrices);
         data.orders.count = data.orders.items.length;
       }
       if (updated) updated.textContent = "更新 " + (data.updated_at || "—");
@@ -435,7 +405,12 @@
           }
         }
       }
-      if (status) status.textContent = "";
+      const sec = Number(data.poll_interval_sec) || 5;
+      if (status) {
+        status.textContent = options.silent
+          ? "SSE 已连接 · 后台每 " + sec + "s 聚合"
+          : "已更新 · 后台每 " + sec + "s 聚合";
+      }
     } catch (e) {
       if (status) status.textContent = e.message || "加载失败";
     } finally {
@@ -443,42 +418,81 @@
     }
   }
 
-  function stopAuto() {
+  function closeDashboardStream() {
-    if (timer) {
+    if (dashEventSource) {
-      clearInterval(timer);
+      dashEventSource.close();
-      timer = null;
+      dashEventSource = null;
+    }
+    if (dashReconnectTimer) {
+      clearTimeout(dashReconnectTimer);
+      dashReconnectTimer = null;
     }
   }
 
-  function startAuto() {
+  function connectDashboardStream() {
-    stopAuto();
+    const el = root();
-    timer = setInterval(function () {
+    if (!el) return;
-      const el = root();
+    closeDashboardStream();
-      if (!el) return;
+    dashEventSource = new EventSource("/api/instance/dashboard/stream");
-      const pane = el.closest(".embed-tab-pane");
+    dashEventSource.addEventListener("dashboard", function (ev) {
-      if (pane && !pane.classList.contains("is-active-pane")) return;
+      try {
-      load({ silent: true });
+        const st = JSON.parse(ev.data || "{}");
-    }, 15000);
+        const ver = Number(st.dashboard_version) || 0;
+        if (ver && ver !== localDashVersion) {
+          load({ silent: true });
+        } else if (st.aggregating) {
+          const status = el.querySelector("#inst-dash-status") || document.getElementById("inst-dash-status");
+          if (status) status.textContent = "后台聚合中…";
+        }
+      } catch (_) {}
+    });
+    dashEventSource.onerror = function () {
+      closeDashboardStream();
+      const status = el.querySelector("#inst-dash-status") || document.getElementById("inst-dash-status");
+      if (status) status.textContent = "SSE 断开,8s 后重连…";
+      dashReconnectTimer = setTimeout(function () {
+        if (booted) {
+          connectDashboardStream();
+          load({ silent: true });
+        }
+      }, 8000);
+    };
+  }
+
+  async function requestDashboardRefresh() {
+    try {
+      await fetch("/api/instance/dashboard/refresh", {
+        method: "POST",
+        credentials: "same-origin",
+      });
+    } catch (_) {}
+    load({ force: true });
+  }
+
+  function stopAuto() {
+    closeDashboardStream();
   }
 
   function init(force) {
     const el = root();
     if (!el) return;
     if (!force && el.getAttribute("data-dash-booted") === "1") {
+      booted = true;
       load({ silent: true });
-      startAuto();
+      connectDashboardStream();
       return;
     }
     el.setAttribute("data-dash-booted", "1");
+    booted = true;
     const btn = el.querySelector("#inst-dash-refresh") || document.getElementById("inst-dash-refresh");
     if (btn && !btn.getAttribute("data-bound")) {
       btn.setAttribute("data-bound", "1");
       btn.addEventListener("click", function () {
-        load({});
+        requestDashboardRefresh();
       });
     }
     load({});
-    startAuto();
+    connectDashboardStream();
   }
 
   function refreshSoft(opts) {

lib/common/static/instance_live.js

@@ -30,9 +30,7 @@
     if (tab === "options" && global.OptionsPanelLive && typeof global.OptionsPanelLive.refreshSoft === "function") {
       global.OptionsPanelLive.refreshSoft(options);
     }
-    if (tab === "dashboard" && global.InstanceDashboard && typeof global.InstanceDashboard.refreshSoft === "function") {
+    // 数据看板自有 SSE + 快照,不跟 embed live tick 重拉.
-      global.InstanceDashboard.refreshSoft(options);
-    }
   }
 
   function scheduleRefresh(opts) {

lib/common/static/instance_page.css

@@ -34,7 +34,7 @@
         .order-preview-rr.order-preview-rr-ok strong{color:#8fc8ff}
         .form-row > button,.form-row > label{flex:0 0 auto}
         .form-grid{display:grid;grid-template-columns:repeat(4,1fr);gap:8px}
-        /* 复盘表单:长下拉文案需可收缩,否则会撑破四列网格 */
+        /* �盘表�:长下拉文案需�收��则会撑破四列网�*/
         .journal-card .form-grid{gap:10px}
         .journal-card .form-grid > input,
         .journal-card .form-grid > select{
@@ -270,10 +270,12 @@
 #embed-page-root{min-height:120px;position:relative}
 .embed-tab-pane[hidden]{display:none!important}
 .inst-dash-card{grid-column:1/-1}
-.inst-dash-head{display:flex;align-items:flex-start;justify-content:space-between;gap:12px;flex-wrap:wrap;margin-bottom:8px}
+.inst-dash-head{display:flex;align-items:flex-start;justify-content:space-between;gap:12px;flex-wrap:wrap;margin-bottom:6px}
-.inst-dash-desc{margin:0;font-size:.82rem}
+.inst-dash-card > .inst-dash-head h2{font-size:.88rem;margin:0 0 2px;font-weight:600}
-.inst-dash-head-actions{display:flex;align-items:center;gap:10px;flex-wrap:wrap}
+.inst-dash-desc{margin:0;font-size:.72rem;line-height:1.35}
-.inst-dash-status{min-height:1.2em;margin:0 0 10px}
+.inst-dash-head-actions{display:flex;align-items:center;gap:8px;flex-wrap:wrap}
+.inst-dash-updated{font-size:.72rem}
+.inst-dash-status{min-height:1.1em;margin:0 0 8px;font-size:.72rem}
 .inst-dash-sections{display:flex;flex-direction:column;gap:14px}
 .inst-dash-section{padding:12px;background:#141923;border:1px solid #2a3150;border-radius:10px}
 .inst-dash-section-head{display:flex;align-items:center;justify-content:space-between;gap:10px;margin-bottom:10px}

lib/instance/instance_dashboard_cache.py

@@ -0,0 +1,175 @@
+"""实例数据看板:后台定时聚合,内存快照,SSE 版本通知(对齐中控 dashboard_store)."""
+from __future__ import annotations
+
+import json
+import os
+import queue
+import threading
+from collections.abc import Callable, Iterator
+from typing import Any
+
+INSTANCE_DASHBOARD_POLL_SEC = float(os.getenv("INSTANCE_DASHBOARD_POLL_SEC", "5"))
+INSTANCE_DASHBOARD_SSE_HEARTBEAT_SEC = float(os.getenv("INSTANCE_DASHBOARD_SSE_HEARTBEAT_SEC", "25"))
+
+BuildFn = Callable[[], dict[str, Any]]
+
+
+class InstanceDashboardStore:
+    def __init__(self) -> None:
+        self._lock = threading.RLock()
+        self.version = 0
+        self.payload: dict[str, Any] | None = None
+        self.aggregating = False
+        self.last_error: str | None = None
+        self._subscribers: list[queue.Queue[str | None]] = []
+        self._stop = threading.Event()
+        self._refresh = threading.Event()
+        self._thread: threading.Thread | None = None
+        self._build_fn: BuildFn | None = None
+
+    def start(self, build_fn: BuildFn) -> None:
+        self._build_fn = build_fn
+        if self._thread and self._thread.is_alive():
+            return
+        self._stop.clear()
+        self._thread = threading.Thread(
+            target=self._loop,
+            daemon=True,
+            name="instance-dashboard-poll",
+        )
+        self._thread.start()
+
+    def stop(self) -> None:
+        self._stop.set()
+        self._refresh.set()
+        self._broadcast(close=True)
+
+    def request_refresh(self) -> None:
+        self._refresh.set()
+
+    def snapshot_dict(self) -> dict[str, Any]:
+        with self._lock:
+            p = dict(self.payload or {})
+            ver = self.version
+            aggregating = self.aggregating
+            err = self.last_error
+        if not p:
+            return {
+                "ok": False,
+                "dashboard_version": ver,
+                "aggregating": aggregating,
+                "error": err,
+                "msg": err or "看板快照尚未就绪",
+                "poll_interval_sec": INSTANCE_DASHBOARD_POLL_SEC,
+            }
+        return {
+            **p,
+            "dashboard_version": ver,
+            "aggregating": aggregating,
+            "error": err or p.get("error"),
+            "poll_interval_sec": INSTANCE_DASHBOARD_POLL_SEC,
+        }
+
+    def event_dict(self) -> dict[str, Any]:
+        with self._lock:
+            p = self.payload or {}
+            return {
+                "dashboard_version": self.version,
+                "updated_at": p.get("updated_at"),
+                "aggregating": self.aggregating,
+                "ok": p.get("ok", True) if self.payload else False,
+                "error": self.last_error or p.get("error"),
+            }
+
+    def _loop(self) -> None:
+        assert self._build_fn is not None
+        while not self._stop.is_set():
+            self._aggregate_once(self._build_fn)
+            if self._stop.is_set():
+                break
+            self._refresh.clear()
+            # 周期等待,可被 request_refresh 提前唤醒
+            self._refresh.wait(timeout=INSTANCE_DASHBOARD_POLL_SEC)
+
+    def _aggregate_once(self, build_fn: BuildFn) -> None:
+        with self._lock:
+            self.aggregating = True
+        self._broadcast()
+        try:
+            result = build_fn()
+            if not isinstance(result, dict):
+                result = {"ok": False, "msg": "聚合返回无效"}
+        except Exception as e:
+            result = {"ok": False, "msg": str(e), "error": "aggregate_failed"}
+        with self._lock:
+            self.version += 1
+            prev = self.payload if isinstance(self.payload, dict) else None
+            if result.get("ok") is False and prev and prev.get("ok"):
+                self.payload = prev
+                self.last_error = str(result.get("msg") or result.get("error") or "aggregate_failed")
+            else:
+                self.payload = result
+                self.last_error = (
+                    None
+                    if result.get("ok") is not False
+                    else str(result.get("msg") or result.get("error") or "aggregate_failed")
+                )
+            self.aggregating = False
+        self._broadcast()
+
+    def _broadcast(self, *, close: bool = False) -> None:
+        with self._lock:
+            subs = list(self._subscribers)
+            event = None if close else json.dumps(self.event_dict(), ensure_ascii=False)
+        dead: list[queue.Queue[str | None]] = []
+        for q in subs:
+            try:
+                q.put_nowait(None if close else event)
+            except queue.Full:
+                try:
+                    q.get_nowait()
+                except queue.Empty:
+                    pass
+                try:
+                    q.put_nowait(event)
+                except queue.Full:
+                    dead.append(q)
+            except Exception:
+                dead.append(q)
+        if dead:
+            with self._lock:
+                for q in dead:
+                    if q in self._subscribers:
+                        self._subscribers.remove(q)
+
+    def iter_sse(self) -> Iterator[str]:
+        q: queue.Queue[str | None] = queue.Queue(maxsize=32)
+        with self._lock:
+            self._subscribers.append(q)
+        try:
+            yield _sse_frame(self.event_dict())
+            while True:
+                try:
+                    raw = q.get(timeout=INSTANCE_DASHBOARD_SSE_HEARTBEAT_SEC)
+                except queue.Empty:
+                    yield ": heartbeat\n\n"
+                    continue
+                if raw is None:
+                    break
+                try:
+                    data = json.loads(raw)
+                except Exception:
+                    data = self.event_dict()
+                yield _sse_frame(data)
+        finally:
+            with self._lock:
+                if q in self._subscribers:
+                    self._subscribers.remove(q)
+
+
+def _sse_frame(data: dict[str, Any]) -> str:
+    body = json.dumps(data, ensure_ascii=False)
+    return f"event: dashboard\ndata: {body}\n\n"
+
+
+instance_dashboard_store = InstanceDashboardStore()

lib/instance/instance_dashboard_lib.py

@@ -64,6 +64,7 @@ def _format_order_item(od: dict[str, Any]) -> dict[str, Any]:
         "title": title,
         "subtitle": subtitle,
         "symbol": sym,
+        "price_symbol": od.get("symbol") or sym,
         "direction": direction,
         "direction_label": _dir_label(direction),
         "entry": entry,
@@ -135,15 +136,14 @@ def _format_options_item(p: dict[str, Any], *, conn=None) -> dict[str, Any]:
     inst = str(p.get("inst_id") or p.get("instId") or "-").strip() or "-"
     opt_type = str(p.get("opt_type") or p.get("optType") or "").upper()
     label = "Call" if opt_type == "C" else "Put" if opt_type == "P" else (opt_type or "OPT")
-    upl = _safe_float(p.get("upl"))
+    # 看板期权列固定用净盈亏(买一回收−权利金);残档买一则空.
-    net = None
+    pnl = None
     try:
         from lib.options.options_positions_lib import net_pnl_from_display_row
 
-        net = net_pnl_from_display_row(p)
+        pnl = net_pnl_from_display_row(p)
     except Exception:
-        net = None
+        pnl = None
-    pnl = net if net is not None else upl
     pos = _safe_float(p.get("pos"))
     exp_ms = p.get("exp_time_ms")
     if exp_ms is None:
@@ -350,6 +350,38 @@ def collect_options_items(
     return out
 
 
+def enrich_order_items_with_marks(
+    items: list[dict[str, Any]],
+    *,
+    get_price: Optional[Callable[[str], Any]] = None,
+) -> list[dict[str, Any]]:
+    """后台聚合时补标记价(不打全量 fetch_positions;浮盈仍由实盘页口径负责)."""
+    if not items or not callable(get_price):
+        return items
+    out: list[dict[str, Any]] = []
+    for it in items:
+        row = dict(it)
+        sym = str(row.get("price_symbol") or row.get("symbol") or "").strip()
+        if not sym:
+            out.append(row)
+            continue
+        try:
+            px = get_price(sym)
+        except Exception:
+            px = None
+        mark = _safe_float(px)
+        if mark is None and ":" in sym:
+            try:
+                px = get_price(sym.split(":", 1)[0])
+            except Exception:
+                px = None
+            mark = _safe_float(px)
+        if mark is not None:
+            row["mark_price"] = mark
+        out.append(row)
+    return out
+
+
 def build_instance_dashboard_payload(
     conn,
     *,

lib/instance/instance_dashboard_register.py

@@ -1,9 +1,9 @@
-"""注册 GET /api/instance/dashboard(三所共用)."""
+"""注册实例数据看板:快照 GET + SSE + 手动刷新(对齐中控)."""
 from __future__ import annotations
 
 from typing import Any, Callable, Optional
 
-from flask import Flask, jsonify
+from flask import Flask, Response, jsonify, stream_with_context
 
 
 def register_instance_dashboard_routes(
@@ -13,12 +13,12 @@ def register_instance_dashboard_routes(
     get_db: Callable,
     fetch_options_positions: Optional[Callable[[], list[dict[str, Any]]]] = None,
     hedge_enabled: bool = False,
+    enrich_orders: Optional[Callable[[list[dict[str, Any]]], list[dict[str, Any]]]] = None,
 ) -> None:
+    from lib.instance.instance_dashboard_cache import instance_dashboard_store
     from lib.instance.instance_dashboard_lib import build_instance_dashboard_payload
 
-    @app.route("/api/instance/dashboard")
+    def _build() -> dict[str, Any]:
-    @login_required
-    def api_instance_dashboard():
         conn = get_db()
         try:
             payload = build_instance_dashboard_payload(
@@ -26,6 +26,45 @@ def register_instance_dashboard_routes(
                 fetch_options_positions=fetch_options_positions,
                 hedge_enabled=bool(hedge_enabled),
             )
-            return jsonify(payload)
+            if callable(enrich_orders) and payload.get("ok") and isinstance(payload.get("orders"), dict):
+                items = list(payload["orders"].get("items") or [])
+                try:
+                    enriched = enrich_orders(items) or items
+                except Exception:
+                    enriched = items
+                payload["orders"]["items"] = enriched
+                payload["orders"]["count"] = len(enriched)
+            return payload
         finally:
             conn.close()
+
+    instance_dashboard_store.start(_build)
+
+    @app.route("/api/instance/dashboard")
+    @login_required
+    def api_instance_dashboard():
+        return jsonify(instance_dashboard_store.snapshot_dict())
+
+    @app.route("/api/instance/dashboard/stream")
+    @login_required
+    def api_instance_dashboard_stream():
+        return Response(
+            stream_with_context(instance_dashboard_store.iter_sse()),
+            mimetype="text/event-stream",
+            headers={
+                "Cache-Control": "no-cache",
+                "Connection": "keep-alive",
+                "X-Accel-Buffering": "no",
+            },
+        )
+
+    @app.route("/api/instance/dashboard/refresh", methods=["POST"])
+    @login_required
+    def api_instance_dashboard_refresh():
+        instance_dashboard_store.request_refresh()
+        return jsonify(
+            {
+                "ok": True,
+                "dashboard_version": instance_dashboard_store.version,
+            }
+        )

lib/instance/templates/dashboard_panel.html

@@ -3,7 +3,7 @@
     <div class="inst-dash-head">
         <div>
             <h2 style="margin-bottom:4px">数据看板</h2>
-            <p class="muted inst-dash-desc">本户活跃监控总览 · 只读 · 无数据的区块不显示 · 有数据按表格展示</p>
+            <p class="muted inst-dash-desc">本户活跃监控总览 · 只读 · 后台快照 + SSE · 无数据的区块不显示</p>
         </div>
         <div class="inst-dash-head-actions">
             <span class="muted inst-dash-updated" id="inst-dash-updated">—</span>

lib/instance/templates/embed_shell.html

@@ -6,7 +6,7 @@
     <script src="/static/instance_theme.js?v=50"></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=9">
+    <link rel="stylesheet" href="/static/instance_page.css?v=10">
     <link rel="stylesheet" href="/static/instance_theme.css?v=97">
     <script src="/static/account_risk_badge.js?v=4"></script>
     <meta name="theme-color" content="#0b0d14">
@@ -111,7 +111,7 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 {% include 'embed_boot_scripts.html' %}
 <script src="/static/records_review_page.js?v=2"></script>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/instance_dashboard.js?v=3"></script>
+<script src="/static/instance_dashboard.js?v=5"></script>
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </script>

lib/instance/templates/index.html

@@ -16,7 +16,7 @@
     <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=9">
+    <link rel="stylesheet" href="/static/instance_page.css?v=10">
     <link rel="stylesheet" href="/static/instance_theme.css?v=97">
 
 </head>
@@ -2011,7 +2011,7 @@ setInterval(refreshPriceSnapshotConditional, {{ price_refresh_seconds * 1000 }})
 </script>
 <script src="/static/records_review_page.js?v=2"></script>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/instance_dashboard.js?v=3"></script>
+<script src="/static/instance_dashboard.js?v=5"></script>
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 {% if page == 'dashboard' %}

lib/options/options_dashboard_lib.py

@@ -0,0 +1,85 @@
+"""实例数据看板用的轻量期权持仓(无余额/历史;含 close_preview 供净盈亏)."""
+from __future__ import annotations
+
+from typing import Any
+
+
+def fetch_light_option_positions_for_dashboard(cfg: dict[str, Any]) -> list[dict[str, Any]]:
+    """
+    拉期权持仓 + 本地目标/对冲标注 + 买一净盈亏预览,供看板后台聚合.
+    不走 build_options_hub_snapshot(避免余额/历史).
+    """
+    if not cfg.get("enabled"):
+        return []
+    ex = cfg.get("exchange_options")
+    ready_fn = cfg.get("options_api_ready")
+    if not callable(ready_fn):
+        return []
+    ok, _reason = ready_fn(ex)
+    if not ok:
+        return []
+    fetch_fn = cfg.get("fetch_option_positions")
+    if not callable(fetch_fn):
+        return []
+    raw = fetch_fn(ex)
+    if raw is None:
+        return []
+    if not raw:
+        return []
+
+    from lib.options.options_db import init_options_tables, sum_open_premium_paid
+    from lib.options.options_history_lib import enrich_position_row_display
+    from lib.options.options_positions_lib import attach_close_preview
+
+    meta_cache: dict[str, dict[str, Any] | None] = {}
+    rows: list[dict[str, Any]] = []
+    get_db = cfg.get("get_db")
+    if not callable(get_db):
+        for p in raw:
+            if not isinstance(p, dict):
+                continue
+            row = enrich_position_row_display(cfg, ex, p, meta_cache=meta_cache)
+            attach_close_preview(cfg, ex, row)
+            rows.append(row)
+        return rows
+
+    conn = get_db()
+    try:
+        init_options_tables(conn)
+        try:
+            from lib.hedge_plan.hedge_plan_db import active_options_targets_by_inst
+            from lib.options.options_target_lib import targets_by_inst
+
+            tgt_map = targets_by_inst(conn)
+            hedge_target_map = active_options_targets_by_inst(conn)
+        except Exception:
+            tgt_map = {}
+            hedge_target_map = {}
+
+        for p in raw:
+            if not isinstance(p, dict):
+                continue
+            inst = str(p.get("instId") or "").strip()
+            premium_override = sum_open_premium_paid(conn, inst) if inst else None
+            row = enrich_position_row_display(
+                cfg,
+                ex,
+                p,
+                meta_cache=meta_cache,
+                premium_override=premium_override,
+            )
+            attach_close_preview(cfg, ex, row, premium_paid=premium_override)
+            mon = tgt_map.get(str(row.get("inst_id") or ""))
+            if mon:
+                row["target_index"] = mon.get("target_index")
+                row["target_monitor_id"] = mon.get("id")
+                row["target_monitor"] = mon
+            hedge_target = hedge_target_map.get(str(row.get("inst_id") or ""))
+            if hedge_target:
+                row["hedge_plan_target"] = hedge_target
+                if not mon:
+                    row["target_index"] = hedge_target.get("target_index")
+            rows.append(row)
+    finally:
+        conn.close()
+    return rows

tests/test_instance_dashboard_cache.py

@@ -0,0 +1,48 @@
+"""instance_dashboard_cache 单元测试."""
+from __future__ import annotations
+
+import time
+import unittest
+
+from lib.instance.instance_dashboard_cache import InstanceDashboardStore
+
+
+class TestInstanceDashboardStore(unittest.TestCase):
+    def test_snapshot_before_ready(self):
+        store = InstanceDashboardStore()
+        snap = store.snapshot_dict()
+        self.assertFalse(snap["ok"])
+        self.assertIn("尚未就绪", snap["msg"])
+
+    def test_aggregate_and_snapshot(self):
+        store = InstanceDashboardStore()
+        calls = {"n": 0}
+
+        def build():
+            calls["n"] += 1
+            return {"ok": True, "updated_at": "t1", "orders": {"count": 0, "items": []}}
+
+        store.start(build)
+        deadline = time.time() + 3
+        while time.time() < deadline:
+            snap = store.snapshot_dict()
+            if snap.get("ok") and snap.get("dashboard_version", 0) >= 1:
+                break
+            time.sleep(0.05)
+        snap = store.snapshot_dict()
+        self.assertTrue(snap["ok"])
+        self.assertGreaterEqual(snap["dashboard_version"], 1)
+        self.assertGreaterEqual(calls["n"], 1)
+        store.request_refresh()
+        ver0 = snap["dashboard_version"]
+        deadline = time.time() + 3
+        while time.time() < deadline:
+            if store.snapshot_dict().get("dashboard_version", 0) > ver0:
+                break
+            time.sleep(0.05)
+        self.assertGreater(store.snapshot_dict()["dashboard_version"], ver0)
+        store.stop()
+
+
+if __name__ == "__main__":
+    unittest.main()