Initialize crypto_monitor_user (user edition) from monitor codebase.
Retarget git remote, install path, and deploy docs from crypto_monitor to crypto_monitor_user. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
dekun
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"""实例「系统设置」页:从 .env 汇总风控说明(三所共用)."""
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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.key_monitor.key_auto_order_lib import load_key_auto_order_enabled
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from lib.trade.account_risk_lib import (
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cooling_hours_manual,
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cooling_hours_manual_journal,
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manual_close_daily_limit,
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max_active_positions_from_env,
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mood_issues_daily_freeze_enabled,
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risk_control_enabled,
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)
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from lib.trade.position_sizing_lib import is_full_margin_mode, load_position_sizing_mode, mode_label_zh
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from lib.trade.trade_policy_lib import TradePolicy
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def _env_bool(key: str, default: bool = False) -> bool:
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raw = (os.getenv(key) or "").strip().lower()
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if not raw:
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return default
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return raw in ("1", "true", "yes", "on")
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def _env_float(key: str, default: float) -> float:
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try:
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return float(os.getenv(key, str(default)))
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except (TypeError, ValueError):
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return default
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def _env_int(key: str, default: int) -> int:
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try:
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return int(os.getenv(key, str(default)))
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except (TypeError, ValueError):
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return default
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def _row(label: str, value: str, note: str = "") -> dict[str, str]:
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return {"label": label, "value": value, "note": note}
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def _on_off(enabled: bool) -> str:
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return "开启" if enabled else "关闭"
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def build_instance_settings_view(
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*,
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exchange_key: str,
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exchange_display: str,
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risk_status: Optional[dict[str, Any]] = None,
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trade_policy: Optional[TradePolicy] = None,
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data_export_version: int = 3,
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) -> dict[str, Any]:
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rs = risk_status or {}
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sizing_mode = load_position_sizing_mode()
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key_auto = load_key_auto_order_enabled()
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reset_hour = _env_int("TRADING_DAY_RESET_HOUR", 8)
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hard_limit = _env_int("DAILY_OPEN_HARD_LIMIT", 0)
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alert_threshold = _env_int("DAILY_OPEN_ALERT_THRESHOLD", 5)
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force_close_on = _env_bool("FORCE_CLOSE_ENABLED", False)
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force_close_hour = _env_int("FORCE_CLOSE_BJ_HOUR", 0)
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auto_transfer_on = _env_bool("AUTO_TRANSFER_ENABLED", False)
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sections: list[dict[str, Any]] = []
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sections.append(
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{
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"title": "交易执行",
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"rows": [
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_row("最大同时持仓", str(max_active_positions_from_env())),
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_row("计仓模式", mode_label_zh(sizing_mode)),
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_row("以损定仓风险%", f"{_env_float('RISK_PERCENT', 2):g}%"),
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_row("人工最低盈亏比", f">= {_env_float('MANUAL_MIN_PLANNED_RR', 1.4):g}:1"),
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_row(
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"交易日切点",
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f"北京时间 {reset_hour}:00",
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"新交易日统计与部分开仓限制以此为准",
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),
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_row(
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"单日开仓提醒",
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f"第 {alert_threshold} 次",
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"达次数推送企业微信,不拦单",
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),
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_row(
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"单日开仓硬上限",
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str(hard_limit) if hard_limit > 0 else "未启用",
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"达上限后禁止一切新开仓直至下一交易日" if hard_limit > 0 else "",
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),
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],
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}
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)
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sections.append(
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{
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"title": "账户冷静期",
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"rows": [
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_row("风控总开关", _on_off(risk_control_enabled())),
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_row("手动平仓冷静", f"{cooling_hours_manual():g} 小时"),
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_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"),
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_row("日手动平仓上限", f"{manual_close_daily_limit()} 次", "超限当日冻结"),
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_row(
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"复盘情绪日冻结",
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_on_off(mood_issues_daily_freeze_enabled()),
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"复盘勾选心态标签可触发当日冻结",
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),
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],
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}
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)
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key_rows = [
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_row("关键位自动单", _on_off(key_auto)),
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_row("关键位最低盈亏比", f"> {_env_float('KEY_AUTO_MIN_PLANNED_RR', 1.5):g}:1"),
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]
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if is_full_margin_mode(sizing_mode):
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key_rows.append(
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_row(
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"全仓模式",
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"仅触价类自动单",
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"箱体/斐波等自动开仓在全仓下禁用",
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)
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)
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sections.append({"title": "关键位与自动单", "rows": key_rows})
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if force_close_on or (exchange_key or "").strip().lower() == "gate":
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sections.append(
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{
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"title": "整点强制清仓",
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"rows": [
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_row("强制清仓", _on_off(force_close_on)),
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_row("执行时刻", f"北京时间 {force_close_hour}:00 起 15 分钟内"),
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],
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}
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)
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if (exchange_key or "").strip().lower() == "okx" and _env_bool("OKX_OPTIONS_ENABLED", False):
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opt_key = (os.getenv("OKX_OPTIONS_API_KEY") or "").strip()
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sections.append(
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{
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"title": "期权设置",
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"rows": [
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_row("期权模块", "已启用"),
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_row(
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"期权 API",
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f"已配置(…{opt_key[-4:]})" if len(opt_key) >= 4 else "未配置",
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),
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_row(
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"子账户",
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(os.getenv("OKX_SUB_ACCOUNT_NAME") or "").strip() or "未配置 OKX_SUB_ACCOUNT_NAME",
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"主/子账户划转用",
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),
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_row(
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"说明",
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"币种兑换与账户划转到右侧「期权设置」卡片操作",
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),
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],
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}
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)
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policy_note = ""
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if trade_policy and getattr(trade_policy, "badge_text", ""):
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policy_note = str(trade_policy.badge_text)
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return {
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"exchange_display": exchange_display,
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"risk_status_label": str(rs.get("status_label") or "正常"),
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"risk_status_reason": str(rs.get("reason") or "").strip(),
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"can_trade": bool(rs.get("can_trade", True)),
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"trade_policy_note": policy_note,
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"sections": sections,
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"data_export_version": int(data_export_version),
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"show_transfer": (exchange_key or "").strip().lower() in ("gate", "binance", "okx"),
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"options_settings_enabled": (exchange_key or "").strip().lower() == "okx"
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and _env_bool("OKX_OPTIONS_ENABLED", False),
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"options_sub_account": (os.getenv("OKX_SUB_ACCOUNT_NAME") or "").strip(),
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"auto_transfer_enabled": auto_transfer_on,
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"auto_transfer_bj_hour": _env_int("AUTO_TRANSFER_BJ_HOUR", 8),
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"auto_transfer_amount": _env_float("AUTO_TRANSFER_AMOUNT", 30),
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"auto_transfer_from": (os.getenv("AUTO_TRANSFER_FROM") or "funding").strip(),
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"auto_transfer_to": (os.getenv("AUTO_TRANSFER_TO") or "swap").strip(),
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}
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def build_settings_tabs(display: dict[str, Any] | None, instance_settings: dict[str, Any]) -> list[dict[str, str]]:
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disp = display or {}
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inst = instance_settings or {}
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tabs: list[dict[str, str]] = [{"key": "nav", "title": "导航显示"}]
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if disp.get("show_settings_password", True):
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tabs.append({"key": "password", "title": "账户密码"})
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if inst.get("show_transfer") and disp.get("show_settings_transfer", True):
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tabs.append({"key": "transfer", "title": "永续划转"})
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if disp.get("show_settings_export", True):
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tabs.append({"key": "export", "title": "数据导出"})
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if inst.get("options_settings_enabled") and disp.get("show_settings_options_swap", True):
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tabs.append({"key": "options_swap", "title": "币种兑换"})
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if inst.get("options_settings_enabled") and disp.get("show_settings_options_transfer", True):
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tabs.append({"key": "options_transfer", "title": "期权划转"})
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return tabs
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def settings_page_context(page: str, *, instance_base_dir: str | None = None, **kwargs: Any) -> dict[str, Any]:
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p = (page or "").strip()
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if p not in ("settings", "risk_policy", "env_config"):
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return {}
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display = kwargs.pop("display", None)
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ctx: dict[str, Any] = {"instance_settings": build_instance_settings_view(**kwargs)}
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if p == "settings":
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ctx["settings_tabs"] = build_settings_tabs(display, ctx["instance_settings"])
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if p == "env_config" and instance_base_dir:
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from lib.env.env_ui_manifest import build_env_ui_payload
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exchange_key = str(kwargs.get("exchange_key") or "")
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env_path = os.path.join(instance_base_dir, ".env")
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example_path = os.path.join(instance_base_dir, ".env.example")
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ctx["env_config_groups"] = build_env_ui_payload(exchange_key, example_path, env_path)
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return ctx
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