settings: add Exchange API tab for instance system settings.

Allow configuring perpetual API keys and live trading from Settings, reusing the existing env save API.

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

lib/instance/instance_display_prefs_lib.py

@@ -21,6 +21,7 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_settings_transfer": True,
     "show_settings_export": True,
     "show_settings_password": True,
+    "show_settings_exchange_api": True,
     "show_settings_options_swap": True,
     "show_settings_options_transfer": True,
 }
@@ -39,6 +40,7 @@ DISPLAY_LABELS: dict[str, str] = {
     "show_settings_transfer": "资金划转",
     "show_settings_export": "数据导出",
     "show_settings_password": "账户密码修改",
+    "show_settings_exchange_api": "交易所 API",
     "show_settings_options_swap": "期权币种兑换",
     "show_settings_options_transfer": "期权资金划转",
 }
@@ -118,6 +120,7 @@ def display_meta_for_ui() -> list[dict[str, Any]]:
         "show_nav_hedge_plan",
     ]
     settings_keys = [
+        "show_settings_exchange_api",
         "show_settings_transfer",
         "show_settings_export",
         "show_settings_password",

lib/instance/instance_settings_lib.py

@@ -187,6 +187,8 @@ def build_settings_tabs(display: dict[str, Any] | None, instance_settings: dict[
     disp = display or {}
     inst = instance_settings or {}
     tabs: list[dict[str, str]] = [{"key": "nav", "title": "导航显示"}]
+    if disp.get("show_settings_exchange_api", True):
+        tabs.append({"key": "exchange_api", "title": "交易所 API"})
     if disp.get("show_settings_password", True):
         tabs.append({"key": "password", "title": "账户密码"})
     if inst.get("show_transfer") and disp.get("show_settings_transfer", True):
@@ -205,13 +207,21 @@ def settings_page_context(page: str, *, instance_base_dir: str | None = None, **
     if p not in ("settings", "risk_policy", "env_config"):
         return {}
     display = kwargs.pop("display", None)
+    exchange_key = str(kwargs.get("exchange_key") or "")
     ctx: dict[str, Any] = {"instance_settings": build_instance_settings_view(**kwargs)}
     if p == "settings":
         ctx["settings_tabs"] = build_settings_tabs(display, ctx["instance_settings"])
+        if instance_base_dir:
+            from lib.env.env_ui_manifest import build_exchange_api_group
+
+            env_path = os.path.join(instance_base_dir, ".env")
+            example_path = os.path.join(instance_base_dir, ".env.example")
+            ctx["exchange_api_group"] = build_exchange_api_group(
+                exchange_key, example_path, env_path
+            )
     if p == "env_config" and instance_base_dir:
         from lib.env.env_ui_manifest import build_env_ui_payload
 
-        exchange_key = str(kwargs.get("exchange_key") or "")
         env_path = os.path.join(instance_base_dir, ".env")
         example_path = os.path.join(instance_base_dir, ".env.example")
         ctx["env_config_groups"] = build_env_ui_payload(exchange_key, example_path, env_path)

lib/instance/templates/embed_shell.html

@@ -115,7 +115,7 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </script>
-<script src="/static/instance_settings_prefs.js?v=14"></script>
+<script src="/static/instance_settings_prefs.js?v=15"></script>
 <script src="/static/instance_live.js?v=6"></script>
 <script src="/static/instance_embed.js?v=25"></script>
 </body>

lib/instance/templates/exchange_api_settings_panel.html

@@ -0,0 +1,63 @@
+{# 系统设置 · 交易所 API(写入实例 .env,与 env 配置同源) #}
+<h2>交易所 API</h2>
+<p class="settings-subcard-desc">配置本所永续 API 与实盘开关,保存写入 <code>.env</code>.含「需重启」项请用「保存并重启」.</p>
+{% if exchange_api_group %}
+<div id="settings-exchange-api-panel" class="settings-exchange-api" data-exchange-api="1">
+    {% if exchange_api_group.has_restart %}
+    <p class="env-panel-hint">本组含需重启项,修改后请点「保存并重启」.</p>
+    {% endif %}
+    <div class="env-form-grid">
+        {% for field in exchange_api_group.fields %}
+        <div class="env-field-row{% if field.restart_required %} env-field-row--restart{% endif %}">
+            <label class="env-field-label" for="set-api-{{ field.key }}">
+                {{ field.label or field.key }}
+                {% if field.restart_required %}<span class="env-restart-mark" title="需重启">*</span>{% endif %}
+            </label>
+            {% if field.note %}
+            <div class="env-field-note muted">{{ field.note }}</div>
+            {% endif %}
+            {% if field.type == 'bool' %}
+            <select class="env-field-input" id="set-api-{{ field.key }}" data-env-key="{{ field.key }}">
+                {% set cur = (field.current or field.default or 'false')|lower %}
+                <option value="true"{% if cur in ('true', '1', 'yes', 'on') %} selected{% endif %}>开启</option>
+                <option value="false"{% if cur not in ('true', '1', 'yes', 'on') %} selected{% endif %}>关闭</option>
+            </select>
+            {% elif field.sensitive %}
+            {% if field.has_value %}
+            <div class="env-sensitive-current muted">已配置 <span class="env-masked-value">{{ field.masked }}</span></div>
+            {% endif %}
+            <input
+                class="env-field-input"
+                id="set-api-{{ field.key }}"
+                type="password"
+                data-env-key="{{ field.key }}"
+                data-env-sensitive="1"
+                data-env-dirty="0"
+                data-lpignore="true"
+                data-1p-ignore="true"
+                data-form-type="other"
+                autocomplete="new-password"
+                placeholder="{% if field.has_value %}修改时填写新值,留空不修改{% else %}请输入{% endif %}"
+                oninput="this.dataset.envDirty='1'"
+            >
+            {% else %}
+            <input
+                class="env-field-input"
+                id="set-api-{{ field.key }}"
+                type="text"
+                data-env-key="{{ field.key }}"
+                value="{{ field.current or field.default or '' }}"
+            >
+            {% endif %}
+        </div>
+        {% endfor %}
+    </div>
+    <div class="settings-actions-row" style="margin-top:1rem;">
+        <button type="button" class="btn-primary btn-sm" id="settings-exchange-api-save">保存</button>
+        <button type="button" class="btn-secondary btn-sm" id="settings-exchange-api-save-restart">保存并重启</button>
+        <span class="settings-status-line" id="settings-exchange-api-status"></span>
+    </div>
+</div>
+{% else %}
+<p class="muted">未能加载交易所 API 字段.</p>
+{% endif %}

lib/instance/templates/index.html

@@ -2020,6 +2020,6 @@ document.addEventListener("DOMContentLoaded", function () {
 });
 {% endif %}
 </script>
-<script src="/static/instance_settings_prefs.js?v=14"></script>
+<script src="/static/instance_settings_prefs.js?v=15"></script>
 </body>
 </html>

lib/instance/templates/settings_panel.html

@@ -2,7 +2,7 @@
 <div class="settings-page full">
     <div class="env-config-head card">
         <h2>系统设置</h2>
-        <p class="settings-env-hint env-config-head-hint">各区块说明见 <code>docs/系统设置说明.md</code>.</p>
+        <p class="settings-env-hint env-config-head-hint">交易所 API、账户密码、划转与显示开关等在此维护.</p>
     </div>
 
     {% if settings_tabs %}
@@ -20,6 +20,8 @@
             <section class="env-panel env-panel--{{ loop.index0 }} settings-tab-panel" role="tabpanel">
                 {% if tab.key == 'nav' %}
                     {% include 'display_prefs_panel.html' %}
+                {% elif tab.key == 'exchange_api' %}
+                    {% include 'exchange_api_settings_panel.html' %}
                 {% elif tab.key == 'password' %}
                     {% include 'password_settings_panel.html' %}
                 {% elif tab.key == 'transfer' %}