"""env 配置页 UI 白名单:中文标签,按交易所过滤.""" from __future__ import annotations import os from typing import Any, Optional from lib.env.env_file_lib import env_get_all, read_env_lines from lib.env.env_schema import ( _field_type, _hot_reload, _is_sensitive, _mask_value, _restart_required, normalize_position_sizing_mode, normalize_trade_direction, parse_env_example_schema, ) # 各所「交易所与实盘」字段(顺序即页面顺序) _EXCHANGE_LIVE_FIELDS: dict[str, list[tuple[str, str, str]]] = { "okx": [ ("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"), ("OKX_API_KEY", "API Key", "永续子账户"), ("OKX_API_SECRET", "API Secret", "永续子账户"), ("OKX_API_PASSPHRASE", "API Passphrase", "OKX 必填"), ("OKX_TD_MODE", "保证金模式", "cross=全仓,isolated=逐仓"), ("OKX_POS_MODE", "持仓模式", "hedge=双向,net=单向净持仓"), ("OKX_POSITION_INST_TYPE", "仓位查询类型", "如 SWAP"), ("OKX_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"), ], "binance": [ ("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"), ("BINANCE_API_KEY", "API Key", "永续子账户"), ("BINANCE_API_SECRET", "API Secret", "永续子账户"), ("BINANCE_MARGIN_MODE", "保证金模式", "cross=全仓,isolated=逐仓"), ("BINANCE_POSITION_MODE", "持仓模式", "hedge=双向,one_way=单向"), ("BINANCE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"), ], "gate": [ ("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"), ("GATE_API_KEY", "API Key", "永续子账户"), ("GATE_API_SECRET", "API Secret", "永续子账户"), ("GATE_TD_MODE", "保证金模式", "cross=全仓,isolated=逐仓"), ("GATE_POS_MODE", "持仓模式", "hedge=双向,single=单向"), ("GATE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"), ], } _SHARED_SECTIONS: list[dict[str, Any]] = [ { "title": "企业微信", "fields": [ ("WECHAT_WEBHOOK", "机器人 Webhook", "行情与风控推送地址"), ("WECHAT_TIMEOUT_SECONDS", "推送超时(秒)", "默认 10"), ], }, { "title": "交易执行", "fields": [ ("POSITION_SIZING_MODE", "计仓模式", "下拉选择：以损定仓 / 全仓杠杆（改后需保存并重启）"), ("RISK_PERCENT", "以损定仓风险%", "单笔风险占资金比例"), ("FULL_MARGIN_BUFFER_RATIO", "全仓资金缓冲比例", "如 0.98"), ("BTC_LEVERAGE", "BTC 默认杠杆", ""), ("ALT_LEVERAGE", "山寨默认杠杆", ""), ("TRADE_DIRECTION_RESTRICT_ENABLED", "方向限制开关", "关闭=双向均可；开启后按下方「允许方向」限制。保存后立即生效，一般无需重启。"), ("TRADE_DIRECTION", "允许方向", "仅在方向限制开启时生效"), ("TRADE_SYMBOL_RESTRICT_ENABLED", "币种白名单开关", "关闭=可手输任意币种；开启后仅白名单可选。保存后立即生效，一般无需重启。"), ("TRADE_SYMBOL_WHITELIST", "白名单币种", "逗号分隔，如 BTC,ETH；开启白名单时勿留空"), ("TRADING_DAY_RESET_HOUR", "交易日切点(北京时间)", "整点,默认 8"), ("TRADING_DAY_RESET_OPEN_GUARD_ENABLED", "切点前禁止新开仓", ""), ("MAX_ACTIVE_POSITIONS", "最大同时持仓", ""), ("MANUAL_MIN_PLANNED_RR", "人工最低盈亏比", "如 1.4"), ("FORCE_CLOSE_ENABLED", "强制清仓开关", ""), ("FORCE_CLOSE_BJ_HOUR", "强制清仓整点(北京)", ""), ], }, { "title": "交易风控", "fields": [ ("DAILY_OPEN_ALERT_THRESHOLD", "单日开仓提醒阈值", "达次数后 AI 提醒,不拦单"), ("DAILY_OPEN_HARD_LIMIT", "单日开仓硬上限", "0=不启用"), ], }, { "title": "账户冷静期", "fields": [ ("RISK_CONTROL_ENABLED", "冷静期总开关", ""), ("RISK_COOLING_HOURS_MANUAL", "手动平仓冷静(小时)", ""), ("RISK_COOLING_HOURS_MANUAL_JOURNAL", "复盘情绪冷静(小时)", ""), ("RISK_MANUAL_CLOSE_DAILY_LIMIT", "日手动平仓次数上限", ""), ("RISK_MOOD_ISSUES_DAILY_FREEZE", "情绪标签日冻结", ""), ], }, { "title": "自动划转", "fields": [ ("AUTO_TRANSFER_ENABLED", "启用自动划转", ""), ("AUTO_TRANSFER_AMOUNT", "目标余额(U)", "交易账户目标 USDT"), ("AUTO_TRANSFER_FROM", "划出账户", "funding 或 swap"), ("AUTO_TRANSFER_TO", "划入账户", "swap 或 funding"), ("AUTO_TRANSFER_BJ_HOUR", "执行整点(北京时间)", ""), ("TRANSFER_CCY", "划转币种", "默认 USDT"), ], }, { "title": "当日资金", "fields": [ ("DAILY_START_CAPITAL", "日起始基数(U)", ""), ("DAILY_LOSS_CAPITAL", "回撤后基数(U)", ""), ("DAILY_PROFIT_CAPITAL", "盈利后基数(U)", ""), ], }, ] _OPTIONS_SECTION: dict[str, Any] = { "title": "期权账户", "exchanges": frozenset({"okx"}), "fields": [ ("OKX_OPTIONS_ENABLED", "启用期权模块", ""), ("OKX_OPTIONS_API_KEY", "期权 API Key", "主账户,与永续子账户分离"), ("OKX_OPTIONS_API_SECRET", "期权 API Secret", ""), ("OKX_OPTIONS_API_PASSPHRASE", "期权 API Passphrase", ""), ("OKX_OPTIONS_ACCOUNT_LABEL", "期权账户备注", ""), ("OKX_OPTIONS_TRADE_BUDGET_USDC", "单笔预算(USDC)", ""), ("OKX_OPTIONS_BUDGET_BUFFER", "预算缓冲比例", "如 0.95"), ("OKX_OPTIONS_DEFAULT_UNDERLY", "默认标的", "如 ETH"), ], } _HEDGE_PLAN_SECTION: dict[str, Any] = { "title": "对冲计划", "exchanges": frozenset({"okx"}), "fields": [ ("HEDGE_PLAN_ENABLED", "启用对冲计划", "关闭则隐藏导航且不可开仓"), ("HEDGE_PLAN_LIVE_ORDER", "允许对冲真实下单", "再与实盘 LIVE_TRADING_ENABLED 同开才可启动永期"), ("HEDGE_PLAN_OPEN_ORDER", "永期开仓顺序", "options_first 或 perp_first"), ("HEDGE_PLAN_ON_PERP_SL_CLOSE_OPTIONS", "永期止损后强制平期权", "保护机制,建议保持 true"), ("HEDGE_PLAN_ON_PERP_TP_CLOSE_OPTIONS", "永期止盈后强制平期权", "默认 false,保险腿不平"), ("HEDGE_PLAN_OO_CLOSE_WINNER_ONLY", "期期只平盈利腿", "达目标价只平盈利方"), ("MAX_ACTIVE_HEDGE_PLANS", "最大同时活跃计划数", "建议 1"), ("HEDGE_PLAN_MONITOR_POLL_SECONDS", "对冲监控轮询(秒)", "默认 15"), ("HEDGE_PLAN_PARTIAL_AUTO_CLOSE_OPTION", "半腿失败时自动平期权", ""), ], } # 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) _RUNTIME_ENV_DEFAULTS: dict[str, str] = { "RISK_CONTROL_ENABLED": "true", "RISK_COOLING_HOURS_MANUAL": "4", "RISK_COOLING_HOURS_MANUAL_JOURNAL": "1", "RISK_MANUAL_CLOSE_DAILY_LIMIT": "2", "RISK_MOOD_ISSUES_DAILY_FREEZE": "true", "RISK_PERCENT": "2", "FULL_MARGIN_BUFFER_RATIO": "0.98", "POSITION_SIZING_MODE": "risk", "BTC_LEVERAGE": "10", "ALT_LEVERAGE": "5", "MAX_ACTIVE_POSITIONS": "1", } _POSITION_SIZING_OPTIONS: list[dict[str, str]] = [ {"value": "risk", "label": "以损定仓 (risk)"}, {"value": "full_margin", "label": "全仓杠杆 (full_margin)"}, ] _TRADE_DIRECTION_OPTIONS: list[dict[str, str]] = [ {"value": "both", "label": "双向 (both)"}, {"value": "long_only", "label": "仅做多 (long_only)"}, {"value": "short_only", "label": "仅做空 (short_only)"}, ] def _effective_env_value(key: str, file_values: dict[str, str], schema_default: str = "") -> str: if key in file_values: file_val = str(file_values.get(key) or "").strip() if file_val != "": return file_val runtime = os.getenv(key) if runtime is not None and str(runtime).strip() != "": return str(runtime).strip() if schema_default: return schema_default return _RUNTIME_ENV_DEFAULTS.get(key, "") def _schema_field_map(example_path: str) -> dict[str, dict[str, Any]]: out: dict[str, dict[str, Any]] = {} for group in parse_env_example_schema(example_path): for field in group.get("fields") or []: out[field["key"]] = dict(field) return out def _build_field( key: str, label: str, note: str, schema: dict[str, dict[str, Any]], values: dict[str, str], ) -> dict[str, Any]: meta = schema.get(key) or {} schema_default = meta.get("default") or "" val = _effective_env_value(key, values, schema_default) masked = _mask_value(key, val) ftype = meta.get("type") or _field_type(key, val or schema_default) out: dict[str, Any] = { "key": key, "label": label, "note": note or meta.get("note") or "", "default": val, "type": ftype, "sensitive": meta.get("sensitive", _is_sensitive(key)), "restart_required": meta.get("restart_required", _restart_required(key)), "hot_reload": meta.get("hot_reload", _hot_reload(key)), "current": masked["value"] if not _is_sensitive(key) else "", "masked": masked["masked"], "tail": masked.get("tail") or "", "has_value": masked["has_value"], } if key == "POSITION_SIZING_MODE": out["type"] = "enum" out["options"] = list(_POSITION_SIZING_OPTIONS) cur = normalize_position_sizing_mode(out["current"] or out["default"] or "risk") if cur not in ("risk", "full_margin"): cur = "risk" out["current"] = cur out["default"] = cur if key == "TRADE_DIRECTION": out["type"] = "enum" out["options"] = list(_TRADE_DIRECTION_OPTIONS) cur = normalize_trade_direction(out["current"] or out["default"] or "both") if cur not in ("long_only", "short_only", "both"): cur = "both" out["current"] = cur out["default"] = cur return out def ui_sections_for_exchange(exchange_key: str) -> list[dict[str, Any]]: ex = (exchange_key or "").strip().lower() sections: list[dict[str, Any]] = [] live_fields = _EXCHANGE_LIVE_FIELDS.get(ex, _EXCHANGE_LIVE_FIELDS["okx"]) sections.append({"title": "交易所与实盘", "fields": live_fields}) sections.extend(_SHARED_SECTIONS) if ex in _OPTIONS_SECTION.get("exchanges", frozenset()): sections.append(_OPTIONS_SECTION) if ex in _HEDGE_PLAN_SECTION.get("exchanges", frozenset()): sections.append(_HEDGE_PLAN_SECTION) return sections def ui_allowed_keys(exchange_key: str) -> frozenset[str]: keys: set[str] = set() for sec in ui_sections_for_exchange(exchange_key): for item in sec["fields"]: keys.add(item[0]) return frozenset(keys) def build_env_ui_payload( exchange_key: str, example_path: str, env_path: str, ) -> list[dict[str, Any]]: schema = _schema_field_map(example_path) env_lines = read_env_lines(env_path) values = env_get_all(env_lines) groups: list[dict[str, Any]] = [] for sec in ui_sections_for_exchange(exchange_key): fields = [ _build_field(key, label, note, schema, values) for key, label, note in sec["fields"] ] groups.append({ "title": sec["title"], "fields": fields, "has_restart": any(f.get("restart_required") for f in fields), }) return groups def filter_updates_for_ui(exchange_key: str, updates: dict[str, str]) -> dict[str, str]: allowed = ui_allowed_keys(exchange_key) return {k: v for k, v in (updates or {}).items() if k in allowed} def validate_env_ui_updates( exchange_key: str, example_path: str, updates: dict[str, str], ) -> tuple[dict[str, str], list[str]]: from lib.env.env_schema import validate_env_updates schema = _schema_field_map(example_path) groups: list[dict[str, Any]] = [] for sec in ui_sections_for_exchange(exchange_key): fields: list[dict[str, Any]] = [] for key, _label, _note in sec["fields"]: if key in schema: fields.append(schema[key]) else: default = "" fields.append( { "key": key, "type": _field_type(key, default), "sensitive": _is_sensitive(key), "restart_required": _restart_required(key), "hot_reload": _hot_reload(key), } ) groups.append({"title": sec["title"], "fields": fields}) return validate_env_updates(groups, updates)