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
@@ -0,0 +1,509 @@
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"""趋势户开仓类型:反转·启动 / 顺势·大分歧 / 波段·小分歧;日内户单独 profile."""
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from __future__ import annotations
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from dataclasses import dataclass
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from typing import Any, Mapping, Optional, Sequence, Tuple
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from lib.trade.trade_policy_lib import TradePolicy
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PROFILE_TREND_DIV = "trend_div"
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PROFILE_INTRADAY = "intraday"
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ENTRY_CATEGORY_REVERSAL = "reversal"
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ENTRY_CATEGORY_TREND = "trend"
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ENTRY_CATEGORY_SWING = "swing"
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ENTRY_MODEL_LAUNCH_A = "launch_a"
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ENTRY_MODEL_LAUNCH_B = "launch_b"
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ENTRY_MODEL_BIG_DIV_A = "big_div_a"
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ENTRY_MODEL_BIG_DIV_B = "big_div_b"
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ENTRY_MODEL_SMALL_DIV = "small_div"
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ENTRY_CATEGORY_INTRADAY = "intraday"
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ENTRY_MODEL_LIQUIDITY_FALSE_BREAK = "liquidity_false_break"
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ENTRY_MODEL_STRUCTURE_BREAKOUT = "structure_breakout"
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VALID_ENTRY_MODEL_CODES = frozenset(
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{
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ENTRY_MODEL_LAUNCH_A,
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ENTRY_MODEL_LAUNCH_B,
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ENTRY_MODEL_BIG_DIV_A,
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ENTRY_MODEL_BIG_DIV_B,
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ENTRY_MODEL_SMALL_DIV,
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}
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)
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INTRADAY_ENTRY_MODEL_CODES = frozenset(
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{
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ENTRY_MODEL_LIQUIDITY_FALSE_BREAK,
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ENTRY_MODEL_STRUCTURE_BREAKOUT,
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}
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)
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ALL_ENTRY_MODEL_CODES = VALID_ENTRY_MODEL_CODES | INTRADAY_ENTRY_MODEL_CODES
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ENTRY_CATEGORY_LABELS: dict[str, str] = {
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ENTRY_CATEGORY_REVERSAL: "反转",
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ENTRY_CATEGORY_TREND: "顺势",
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ENTRY_CATEGORY_SWING: "波段",
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}
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TRADE_STYLE_FALLBACK_ENTRY_REASONS: Tuple[str, ...] = ("趋势单", "波段单")
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INTRADAY_LEGACY_TREND_ENTRY_REASONS: Tuple[str, ...] = (
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"趋势多头:4h大结构突破前进场,确认条件:三次探顶,5m收敛不创新低",
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"趋势空头:4h大结构突破前进场,确认条件:三次探底,5m收敛不创新高",
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"趋势多头:小分歧低吸入场(左侧),确认条件:二次探底",
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"趋势空头:小分歧高吸入场(左侧),确认条件:二次探顶",
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"波段单:5m顺势突破,确认条件:2根k线+成交量放大+4h同向+日成交量前20",
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)
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# code, label, category, trade_style, help
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_ENTRY_SPECS: Tuple[Tuple[str, str, str, str, str], ...] = (
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(
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ENTRY_MODEL_LAUNCH_A,
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"启动A",
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ENTRY_CATEGORY_REVERSAL,
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"trend",
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"反转链结构内:摸参考极值前小收敛,或 B 失败后 5m N 字试仓(不单列)",
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),
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(
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ENTRY_MODEL_LAUNCH_B,
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"启动B",
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ENTRY_CATEGORY_REVERSAL,
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"trend",
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"第二次到参考极值附近,无小收敛时的实体突破",
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),
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(
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ENTRY_MODEL_BIG_DIV_A,
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"大分歧A",
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ENTRY_CATEGORY_TREND,
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"trend",
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"主升已确立:突破前收敛,不创新低企稳(空:不创新高)",
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),
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(
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ENTRY_MODEL_BIG_DIV_B,
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"大分歧B",
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ENTRY_CATEGORY_TREND,
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"trend",
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"主升已确立:结构实体突破确认后入场",
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),
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(
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ENTRY_MODEL_SMALL_DIV,
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"小分歧",
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ENTRY_CATEGORY_SWING,
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"swing",
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"主升已确立:二次探底 N 字或 5m 三均线重新多头(空:二次探顶 / 空头均线)",
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),
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)
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_INTRADAY_ENTRY_SPECS: Tuple[Tuple[str, str, str, str, str], ...] = (
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(
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ENTRY_MODEL_LIQUIDITY_FALSE_BREAK,
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"假破",
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ENTRY_CATEGORY_INTRADAY,
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"trend",
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"流动性扫单 → 假突破验证 → 5m N 字 → 15m 顶/底分型",
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),
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(
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ENTRY_MODEL_STRUCTURE_BREAKOUT,
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"结构突破",
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ENTRY_CATEGORY_INTRADAY,
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"trend",
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"15m 结构有效突破(收盘确认)",
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),
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)
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_CODE_TO_LABEL = {code: label for code, label, _, _, _ in _ENTRY_SPECS}
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_CODE_TO_LABEL.update({code: label for code, label, _, _, _ in _INTRADAY_ENTRY_SPECS})
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_CODE_TO_STYLE = {code: style for code, _, _, style, _ in _ENTRY_SPECS}
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_CODE_TO_STYLE.update({code: style for code, _, _, style, _ in _INTRADAY_ENTRY_SPECS})
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_CODE_TO_CATEGORY = {code: cat for code, _, cat, _, _ in _ENTRY_SPECS}
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_CODE_TO_CATEGORY.update({code: cat for code, _, cat, _, _ in _INTRADAY_ENTRY_SPECS})
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_LABEL_TO_CODE = {label: code for code, label, _, _, _ in _ENTRY_SPECS}
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_LABEL_TO_CODE.update({label: code for code, label, _, _, _ in _INTRADAY_ENTRY_SPECS})
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_CODE_TO_HELP = {code: help for code, _, _, _, help in _ENTRY_SPECS}
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_CODE_TO_HELP.update({code: help for code, _, _, _, help in _INTRADAY_ENTRY_SPECS})
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_CATEGORY_ORDER: Tuple[str, ...] = (
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ENTRY_CATEGORY_REVERSAL,
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ENTRY_CATEGORY_TREND,
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ENTRY_CATEGORY_SWING,
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)
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_INTRADAY_WHITELIST = frozenset({"BTC", "ETH"})
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@dataclass(frozen=True)
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class EntryModelOption:
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code: str
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label: str
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category: str
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trade_style: str
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help: str
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def is_intraday_trading_profile(policy: TradePolicy) -> bool:
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"""日内户:启用 BTC/ETH 白名单(env 中 TRADE_SYMBOL_WHITELIST)."""
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if not policy.symbol_restrict_enabled:
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return False
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if not policy.symbol_whitelist:
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return False
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return all(s in _INTRADAY_WHITELIST for s in policy.symbol_whitelist)
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def order_entry_profile(policy: TradePolicy) -> str:
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return PROFILE_INTRADAY if is_intraday_trading_profile(policy) else PROFILE_TREND_DIV
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def entry_model_options() -> Tuple[EntryModelOption, ...]:
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return tuple(
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EntryModelOption(code=code, label=label, category=cat, trade_style=style, help=help)
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for code, label, cat, style, help in _ENTRY_SPECS
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)
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def intraday_entry_model_options() -> Tuple[EntryModelOption, ...]:
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return tuple(
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EntryModelOption(code=code, label=label, category=cat, trade_style=style, help=help)
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for code, label, cat, style, help in _INTRADAY_ENTRY_SPECS
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)
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def entry_model_categories() -> list[dict[str, Any]]:
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"""两级 UI:反转 / 顺势 / 波段 → 子选项."""
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opts = entry_model_options()
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out: list[dict[str, Any]] = []
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for cat_key in _CATEGORY_ORDER:
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children = [
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{
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"code": o.code,
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"label": o.label,
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"trade_style": o.trade_style,
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"help": o.help,
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}
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for o in opts
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if o.category == cat_key
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]
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if not children:
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continue
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out.append(
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{
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"key": cat_key,
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"label": ENTRY_CATEGORY_LABELS.get(cat_key, cat_key),
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"options": children,
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}
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)
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return out
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def entry_model_category(code: Optional[str]) -> str:
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c = normalize_entry_model_code(code)
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return _CODE_TO_CATEGORY.get(c, "")
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def normalize_entry_model_code(raw: Optional[str]) -> str:
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v = (raw or "").strip().lower()
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if v in ALL_ENTRY_MODEL_CODES:
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return v
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label = (raw or "").strip()
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if label in _LABEL_TO_CODE:
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return _LABEL_TO_CODE[label]
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return ""
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def entry_model_label(code: Optional[str]) -> str:
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c = normalize_entry_model_code(code)
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return _CODE_TO_LABEL.get(c, "")
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def entry_category_display_prefix(category: str) -> str:
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"""两级展示用的一级前缀:反转 / 顺势 / 波段单(含日内)."""
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cat = (category or "").strip()
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if cat in (ENTRY_CATEGORY_SWING, ENTRY_CATEGORY_INTRADAY):
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return "波段单"
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return ENTRY_CATEGORY_LABELS.get(cat, "")
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def entry_model_display_label(code: Optional[str]) -> str:
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"""两级展示:反转/启动A,顺势/大分歧A,波段单/小分歧,波段单/假破."""
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c = normalize_entry_model_code(code)
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if not c:
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return ""
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label = entry_model_label(c)
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if not label:
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return ""
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prefix = entry_category_display_prefix(entry_model_category(c))
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if prefix:
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return f"{prefix}/{label}"
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return label
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def format_entry_type_display(
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text: Optional[str] = None,
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*,
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entry_model: Optional[str] = None,
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trade_style: Optional[str] = None,
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) -> str:
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"""交易记录/持仓展示:已知 entry_model 或短标签 → 两级文案."""
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if entry_model:
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disp = entry_model_display_label(entry_model)
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if disp:
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return disp
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raw = (text or "").strip()
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if not raw:
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ts = (trade_style or "").strip().lower()
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if ts in ("trend", "swing"):
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return trade_style_label_zh(ts)
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return ""
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if "/" in raw:
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return raw
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code = normalize_entry_model_code(raw)
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if code:
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disp = entry_model_display_label(code)
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if disp:
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return disp
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return raw
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def trade_style_for_entry_model(code: Optional[str]) -> str:
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c = normalize_entry_model_code(code)
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return _CODE_TO_STYLE.get(c, "trend")
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def trade_style_label_zh(trade_style: str) -> str:
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return "波段单" if (trade_style or "").strip().lower() == "swing" else "趋势单"
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def trend_div_entry_reason_display_options() -> Tuple[str, ...]:
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return tuple(entry_model_display_label(code) for code, _, _, _, _ in _ENTRY_SPECS)
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def intraday_entry_reason_display_options() -> Tuple[str, ...]:
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return tuple(entry_model_display_label(code) for code, _, _, _, _ in _INTRADAY_ENTRY_SPECS)
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def normalize_review_entry_reason(raw: Optional[str], allowed: Sequence[str]) -> str:
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"""复盘/核对开仓类型:允许两级展示名,兼容旧短标签."""
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s = (raw or "").strip()
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if not s:
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return ""
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allowed_set = frozenset(allowed)
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if s in allowed_set:
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return s
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disp = format_entry_type_display(s)
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if disp in allowed_set:
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return disp
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code = normalize_entry_model_code(s)
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if code:
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disp2 = entry_model_display_label(code)
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if disp2 in allowed_set:
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return disp2
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return ""
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# 日内复盘开仓类型:手动假破/结构突破 + 自动触价(与 KEY_ENTRY_REASON_TRIGGER_OPTIONS 一致)
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_INTRADAY_JOURNAL_KEY_ENTRY_REASONS: Tuple[str, ...] = (
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"关键位回调触价开仓",
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"关键位突破触价开仓",
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)
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def trend_manual_entry_reason_count(policy: TradePolicy) -> int:
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if is_intraday_trading_profile(policy):
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return len(intraday_entry_reason_display_options())
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return len(trend_div_entry_reason_display_options())
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def build_journal_entry_reason_options() -> Tuple[str, ...]:
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"""复盘开仓类型:仅 entry model,不含 trade_style 兜底与策略下单类型."""
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return trend_div_entry_reason_display_options()
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def build_trend_div_entry_reason_options(
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strategy_options: Sequence[str],
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) -> Tuple[str, ...]:
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return trend_div_entry_reason_display_options() + TRADE_STYLE_FALLBACK_ENTRY_REASONS + tuple(strategy_options)
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def build_intraday_entry_reason_options(
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key_options: Sequence[str],
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strategy_options: Sequence[str],
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) -> Tuple[str, ...]:
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del strategy_options # 日内户无趋势回调/顺势加仓
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del key_options
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return intraday_entry_reason_display_options() + _INTRADAY_JOURNAL_KEY_ENTRY_REASONS
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def entry_reason_options_for_policy(
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policy: TradePolicy,
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key_options: Sequence[str],
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strategy_options: Sequence[str],
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) -> Tuple[str, ...]:
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if is_intraday_trading_profile(policy):
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return build_intraday_entry_reason_options(key_options, strategy_options)
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return build_trend_div_entry_reason_options(strategy_options)
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def parse_manual_order_style_fields(
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policy: TradePolicy,
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form: Mapping[str, Any],
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*,
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default_trade_style: str = "trend",
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) -> Tuple[str, Optional[str], Optional[str]]:
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"""返回 (trade_style, entry_model_code|None, error_message|None)."""
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if is_intraday_trading_profile(policy):
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entry_model = normalize_entry_model_code(form.get("entry_model"))
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if entry_model in INTRADAY_ENTRY_MODEL_CODES:
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return "trend", entry_model, None
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raw_style = (form.get("trade_style") or "").strip().lower()
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if raw_style in ("trend", "swing"):
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return raw_style, None, None
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return "", None, "请选择开仓类型(假破 / 结构突破)"
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entry_model = normalize_entry_model_code(form.get("entry_model"))
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if not entry_model:
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return "", None, "请选择开仓类型(反转 / 顺势 / 波段)"
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trade_style = trade_style_for_entry_model(entry_model)
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return trade_style, entry_model, None
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def resolve_trade_record_entry_reason(
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*,
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entry_reason: Optional[str] = None,
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entry_model: Optional[str] = None,
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key_signal_type: Optional[str] = None,
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monitor_type: Optional[str] = None,
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trade_style: Optional[str] = None,
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entry_reason_from_key_signal=None,
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entry_reason_for_monitor_type=None,
|
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) -> str:
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er = (entry_reason or "").strip()
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if er:
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return er
|
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label = entry_model_display_label(entry_model)
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if label:
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return label
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kst = (key_signal_type or "").strip()
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if kst and entry_reason_from_key_signal is not None:
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from_key = (entry_reason_from_key_signal(kst) or "").strip()
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if from_key:
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return from_key
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if entry_reason_for_monitor_type is not None:
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from_mt = (entry_reason_for_monitor_type(monitor_type) or "").strip()
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if from_mt:
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return from_mt
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ts = (trade_style or "").strip().lower()
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if ts in ("trend", "swing"):
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return trade_style_label_zh(ts)
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return ""
|
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|
||||
|
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def resolve_effective_trade_entry_reason(
|
||||
*,
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||||
reviewed_entry_reason: Optional[str] = None,
|
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entry_reason: Optional[str] = None,
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||||
entry_model: Optional[str] = None,
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key_signal_type: Optional[str] = None,
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monitor_type: Optional[str] = None,
|
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trade_style: Optional[str] = None,
|
||||
entry_reason_from_key_signal=None,
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||||
entry_reason_for_monitor_type=None,
|
||||
) -> str:
|
||||
"""交易记录展示/导出用:复盘优先,再回落 entry_model / 关键位 / 策略 / trade_style."""
|
||||
for raw in (reviewed_entry_reason, entry_reason):
|
||||
er = (raw or "").strip()
|
||||
if er:
|
||||
return format_entry_type_display(
|
||||
er,
|
||||
entry_model=entry_model,
|
||||
trade_style=trade_style,
|
||||
)
|
||||
return format_entry_type_display(
|
||||
resolve_trade_record_entry_reason(
|
||||
entry_model=entry_model,
|
||||
key_signal_type=key_signal_type,
|
||||
monitor_type=monitor_type,
|
||||
trade_style=trade_style,
|
||||
entry_reason_from_key_signal=entry_reason_from_key_signal,
|
||||
entry_reason_for_monitor_type=entry_reason_for_monitor_type,
|
||||
),
|
||||
entry_model=entry_model,
|
||||
trade_style=trade_style,
|
||||
)
|
||||
|
||||
|
||||
def enrich_entry_model_display(item: dict) -> dict:
|
||||
code = normalize_entry_model_code(item.get("entry_model"))
|
||||
if code:
|
||||
item["entry_model"] = code
|
||||
item["entry_model_label"] = entry_model_display_label(code)
|
||||
cat = entry_model_category(code)
|
||||
if cat:
|
||||
item["entry_model_category"] = cat
|
||||
item["entry_model_category_label"] = ENTRY_CATEGORY_LABELS.get(cat, "")
|
||||
else:
|
||||
item.setdefault("entry_model_label", "")
|
||||
return item
|
||||
|
||||
|
||||
def open_position_button_label(policy: TradePolicy, sizing_mode: str) -> str:
|
||||
from lib.trade.position_sizing_lib import mode_label_zh
|
||||
|
||||
mode_txt = mode_label_zh(sizing_mode)
|
||||
if is_intraday_trading_profile(policy):
|
||||
return f"开仓(日内·{mode_txt})"
|
||||
return f"开仓({mode_txt})"
|
||||
|
||||
|
||||
def order_entry_template_context(policy: TradePolicy) -> dict:
|
||||
profile = order_entry_profile(policy)
|
||||
opts = entry_model_options()
|
||||
intraday_opts = intraday_entry_model_options()
|
||||
return {
|
||||
"order_entry_profile": profile,
|
||||
"intraday_discipline": profile == PROFILE_INTRADAY,
|
||||
"intraday_entry_model_options": [
|
||||
{
|
||||
"code": o.code,
|
||||
"label": o.label,
|
||||
"trade_style": o.trade_style,
|
||||
"help": o.help,
|
||||
}
|
||||
for o in intraday_opts
|
||||
],
|
||||
"entry_model_options": [
|
||||
{
|
||||
"code": o.code,
|
||||
"label": o.label,
|
||||
"category": o.category,
|
||||
"trade_style": o.trade_style,
|
||||
"help": o.help,
|
||||
}
|
||||
for o in opts
|
||||
],
|
||||
"entry_model_categories": entry_model_categories(),
|
||||
"entry_model_trade_style_map": {o.code: o.trade_style for o in opts},
|
||||
"entry_model_code_to_category": {o.code: o.category for o in opts},
|
||||
}
|
||||
|
||||
|
||||
def hub_meta_entry_context(policy: TradePolicy) -> dict:
|
||||
"""供 /api/hub/meta:中控按 profile 隐藏平仓/委托等."""
|
||||
profile = order_entry_profile(policy)
|
||||
return {
|
||||
"order_entry_profile": profile,
|
||||
"intraday_discipline": profile == PROFILE_INTRADAY,
|
||||
}
|
||||
|
||||
|
||||
def migrate_entry_model_columns(conn) -> None:
|
||||
for table in ("order_monitors", "trade_records"):
|
||||
try:
|
||||
conn.execute(f"ALTER TABLE {table} ADD COLUMN entry_model TEXT")
|
||||
except Exception:
|
||||
pass
|
||||
|
||||
|
||||
# 兼容旧引用:现为两级展示文案
|
||||
TREND_DIV_ENTRY_REASON_LABELS = trend_div_entry_reason_display_options()
|
||||
Reference in New Issue
Block a user