feat期权标的白名单：可固定只显示 ETH 或 BTC。

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

.env.example

@@ -132,6 +132,9 @@ OKX_OPTIONS_BUDGET_BUFFER=0.95
 OKX_TRADE_MODE=options
 # 期权同时持仓上限(笔);0=不限制;同合约加仓不占新笔数;热更
 OKX_OPTIONS_MAX_ACTIVE_POSITIONS=0
+# 期权标的白名单(逗号分隔,仅 ETH/BTC)。只配一个则交易页只显示该标的;开仓/链/报价/条件单均校验。资金页不受影响。
+OKX_OPTIONS_UNDERLYINGS=ETH,BTC
+# 默认选中标的;须落在白名单内,否则取白名单第一项
 OKX_OPTIONS_DEFAULT_UNDERLY=ETH
 # 期权链仅显示卖一深度≥1张的合约(估算卖一/无深度不显示);false 则显示全部
 OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED=true

app.py

@@ -3925,6 +3925,19 @@ def render_main_page(page="options", embed_mode=None):
     options_trading_btc = None
     options_margin_mode = "coin"
     options_underly = "ETH"
+    try:
+        from lib.options.options_underly_lib import (
+            parse_options_underlyings,
+            resolve_default_underly,
+        )
+
+        _options_uly_allowed = parse_options_underlyings()
+        _options_uly_default = resolve_default_underly(_options_uly_allowed)
+        options_underly = _options_uly_default
+    except Exception:
+        _options_uly_allowed = ["ETH", "BTC"]
+        _options_uly_default = OKX_OPTIONS_DEFAULT_UNDERLY or "ETH"
+        options_underly = _options_uly_default
     _sim_mode_for_header = False
     _exchange_display_for_header = EXCHANGE_DISPLAY_NAME
     try:
@@ -3955,7 +3968,8 @@ def render_main_page(page="options", embed_mode=None):
             options_trading_eth = _op.get("trading_eth")
             options_trading_btc = _op.get("trading_btc")
             options_margin_mode = _op.get("options_margin_mode") or "coin"
-            options_underly = _op.get("options_underly") or "ETH"
+            # 顶栏展示仍可用交易所包里的 underly;交易默认以白名单解析为准
+            options_underly = _options_uly_default or _op.get("options_underly") or "ETH"
         except Exception:
             options_trading_usdc = None
             options_funding_usdc = None
@@ -3965,7 +3979,7 @@ def render_main_page(page="options", embed_mode=None):
             options_trading_eth = None
             options_trading_btc = None
             options_margin_mode = "coin"
-            options_underly = "ETH"
+            options_underly = _options_uly_default
     recommended_capital = get_recommended_capital(capital_for_sizing)
     conn = get_db()
     key_list = (
@@ -4201,7 +4215,8 @@ def render_main_page(page="options", embed_mode=None):
         options_compound_full_cap_usdc=float(
             os.getenv("OKX_OPTIONS_COMPOUND_FULL_CAP_USDC") or "300"
         ),
-        options_default_underly=OKX_OPTIONS_DEFAULT_UNDERLY,
+        options_default_underly=_options_uly_default,
+        options_allowed_underlys=_options_uly_allowed,
         options_chain_ask_liq_filter=os.getenv(
             "OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED", "true"
         ).lower()

lib/common/static/options_panel.js

@@ -8,8 +8,30 @@
 
   const panelCache = (window.__optionsPanelCache = window.__optionsPanelCache || {});
 
+  const allowedUnderlys = (function () {
+    const raw = String(root.dataset.allowedUnderlys || "ETH,BTC");
+    const list = raw
+      .split(",")
+      .map(function (s) {
+        return String(s || "")
+          .trim()
+          .toUpperCase();
+      })
+      .filter(function (u) {
+        return u === "ETH" || u === "BTC";
+      });
+    return list.length ? list : ["ETH", "BTC"];
+  })();
+  const bootUnderly = (function () {
+    const d = String(root.dataset.defaultUnderly || "ETH")
+      .trim()
+      .toUpperCase();
+    if (allowedUnderlys.indexOf(d) >= 0) return d;
+    return allowedUnderlys[0] || "ETH";
+  })();
+
   const state = {
-    underlying: root.dataset.defaultUnderly || "ETH",
+    underlying: bootUnderly,
     optType: "C",
     moneyFilter: "all",
     chainView: "list",

lib/env/env_ui_manifest.py

@@ -112,7 +112,12 @@ _OPTIONS_SECTION: dict[str, Any] = {
             "期权持仓上限(笔)",
             "默认 1=一次一仓;0=不限制;按交易所期权合约笔数计数,同合约加仓不占新笔数",
         ),
-        ("OKX_OPTIONS_DEFAULT_UNDERLY", "默认标的", "如 ETH"),
+        (
+            "OKX_OPTIONS_UNDERLYINGS",
+            "标的白名单",
+            "逗号分隔,仅 ETH/BTC;只配一个则交易页只显示该标的(开仓/链/报价/条件单校验);资金页不受影响;默认 ETH,BTC",
+        ),
+        ("OKX_OPTIONS_DEFAULT_UNDERLY", "默认标的", "如 ETH;须在白名单内,否则取白名单第一项"),
         (
             "OKX_OPTIONS_CHAIN_MAX_DTE_DAYS",
             "期权链展示天数",

lib/exchange/okx_options_lib.py

@@ -710,7 +710,12 @@ def options_header_balance_pack(
         margin_mode = normalize_options_margin_mode()
     except Exception:
         margin_mode = "usdc"
-    underly = (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper() or "ETH"
+    try:
+        from lib.options.options_underly_lib import resolve_default_underly
+
+        underly = resolve_default_underly()
+    except Exception:
+        underly = (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper() or "ETH"
     coin_key = "btc" if underly == "BTC" else "eth"
     return {
         "trading_usdc": _round(bal.get("trading_usdc")),

lib/options/options_cond_order_lib.py

@@ -248,6 +248,16 @@ def create_cond_order(
         return {"ok": False, "msg": "本机已有活跃条件单"}
 
     underlying = (payload.get("underlying") or "ETH").strip().upper() or "ETH"
+    try:
+        from lib.options.options_underly_lib import resolve_default_underly, underly_not_allowed_msg
+
+        if not (payload.get("underlying") or "").strip():
+            underlying = resolve_default_underly()
+        uly_block = underly_not_allowed_msg(underlying)
+        if uly_block:
+            return {"ok": False, "msg": uly_block}
+    except Exception:
+        pass
     opt_type = (payload.get("opt_type") or "P").strip().upper()
     if opt_type not in ("P", "C"):
         return {"ok": False, "msg": "opt_type 须为 P 或 C"}

lib/options/options_hub_lib.py

@@ -133,6 +133,9 @@ def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
             except Exception:
                 open_bridges = []
 
+        from lib.options.options_underly_lib import underly_cfg_snapshot
+
+        _uly_snap = underly_cfg_snapshot()
         out = {
             "ok": True,
             "enabled": True,
@@ -152,7 +155,8 @@ def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
             "max_active_positions": options_max_active_positions(),
             "options_margin_mode": margin_mode,
             "options_margin_mode_label": "币本位" if margin_mode == "coin" else "USDC",
-            "options_underly": (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper() or "ETH",
+            "options_underly": _uly_snap["default_underly"],
+            "options_allowed_underlys": _uly_snap["allowed_underlys"],
             "coin_budget": coin_budget,
             "bridge_status": bridge_status,
             "open_bridges": open_bridges,

lib/options/options_register.py

@@ -28,6 +28,18 @@ def _env_float(key: str, default: float) -> float:
         return float(default)
 
 
+def _underly_blocked(underlying: str | None = None, *, inst_id: str | None = None) -> str | None:
+    """热读白名单;返回拒因或 None."""
+    from lib.options.options_underly_lib import (
+        inst_underly_not_allowed_msg,
+        underly_not_allowed_msg,
+    )
+
+    if inst_id:
+        return inst_underly_not_allowed_msg(inst_id)
+    return underly_not_allowed_msg(underlying or "")
+
+
 def attach_options_templates(app: Flask, repo_root: str) -> None:
     tpl_dir = os.path.join(repo_root, "lib", "options", "templates")
     if not os.path.isdir(tpl_dir):
@@ -527,7 +539,12 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         ex, err = _require_options_ex(cfg)
         if ex is None:
             return jsonify({"ok": False, "msg": err})
-        u = (request.args.get("underlying") or cfg["default_underly"]).upper()
+        from lib.options.options_underly_lib import resolve_default_underly
+
+        u = (request.args.get("underlying") or resolve_default_underly()).upper()
+        blocked = _underly_blocked(u)
+        if blocked:
+            return jsonify({"ok": False, "msg": blocked})
         # 热更新:链展示天数每次读 env,保存后刷新链即可
         chain_max_dte = _env_float("OKX_OPTIONS_CHAIN_MAX_DTE_DAYS", float(cfg.get("chain_max_dte_days") or 14))
         try:
@@ -594,6 +611,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         inst_id = (request.args.get("inst_id") or "").strip()
         if not inst_id:
             return jsonify({"ok": False, "msg": "缺少 inst_id"})
+        blocked = _underly_blocked(inst_id=inst_id)
+        if blocked:
+            return jsonify({"ok": False, "msg": blocked, "can_open": False})
         q = cfg["quote_option_contract"](ex, inst_id)
         if not q.get("ok"):
             return jsonify(q)
@@ -817,6 +837,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             profit_exit_mult = normalize_profit_exit_mult(data.get("profit_exit_mult"), default=1.0)
         if not inst_id:
             return jsonify({"ok": False, "msg": "缺少 inst_id"})
+        blocked = _underly_blocked(inst_id=inst_id)
+        if blocked:
+            return jsonify({"ok": False, "msg": blocked, "can_open": False})
         try:
             from lib.options.options_margin_mode_lib import is_coin_margin_mode
             from lib.options.options_coin_open_lib import open_coin_option_buy_full
@@ -1006,6 +1029,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
 
                     raw_eth = bal.get("trading_eth_avail") or bal.get("trading_eth")
                     raw_btc = bal.get("trading_btc_avail") or bal.get("trading_btc")
+                    from lib.options.options_underly_lib import underly_cfg_snapshot
+
+                    _uly_snap = underly_cfg_snapshot()
                     spot_sell_hint = {
                         "bridge_status": str(bridge.get("status") or "") if bridge else None,
                         "bridge_underlying": str(bridge.get("underlying") or "").upper() if bridge else None,
@@ -1014,7 +1040,8 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                         "trading_btc": display_sellable_coin(ex, "BTC", raw_btc),
                         "min_sz_eth": spot_min_sell_sz(ex, "ETH"),
                         "min_sz_btc": spot_min_sell_sz(ex, "BTC"),
-                        "default_underly": (cfg.get("default_underly") or "ETH").strip().upper(),
+                        "default_underly": _uly_snap["default_underly"],
+                        "allowed_underlys": _uly_snap["allowed_underlys"],
                     }
                 finally:
                     conn_b.close()

lib/options/options_underly_lib.py

@@ -0,0 +1,56 @@
+"""期权标的白名单:OKX_OPTIONS_UNDERLYINGS + DEFAULT_UNDERLY."""
+from __future__ import annotations
+
+import os
+from typing import Any
+
+_ALLOWED = ("ETH", "BTC")
+
+
+def parse_options_underlyings() -> list[str]:
+    """env 白名单;空或缺省为 ETH,BTC.仅认 ETH/BTC."""
+    raw = (os.getenv("OKX_OPTIONS_UNDERLYINGS") or "").strip()
+    if not raw:
+        return ["ETH", "BTC"]
+    out: list[str] = []
+    for part in raw.replace(";", ",").split(","):
+        u = part.strip().upper()
+        if u in _ALLOWED and u not in out:
+            out.append(u)
+    return out or ["ETH", "BTC"]
+
+
+def resolve_default_underly(allowed: list[str] | None = None) -> str:
+    """DEFAULT 落在白名单内;否则取白名单第一项."""
+    allow = list(allowed) if allowed is not None else parse_options_underlyings()
+    if not allow:
+        allow = ["ETH", "BTC"]
+    d = (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper() or "ETH"
+    if d in allow:
+        return d
+    return allow[0]
+
+
+def underly_from_inst_id(inst_id: str) -> str:
+    return (str(inst_id or "").split("-")[0] or "").strip().upper()
+
+
+def underly_not_allowed_msg(underlying: str, allowed: list[str] | None = None) -> str | None:
+    """白名单外返回拒因;允许则 None."""
+    allow = list(allowed) if allowed is not None else parse_options_underlyings()
+    u = (underlying or "").strip().upper()
+    if u in allow:
+        return None
+    return f"标的 {u or '—'} 不在本机白名单({','.join(allow) or '—'})"
+
+
+def inst_underly_not_allowed_msg(inst_id: str, allowed: list[str] | None = None) -> str | None:
+    return underly_not_allowed_msg(underly_from_inst_id(inst_id), allowed)
+
+
+def underly_cfg_snapshot() -> dict[str, Any]:
+    allow = parse_options_underlyings()
+    return {
+        "allowed_underlys": allow,
+        "default_underly": resolve_default_underly(allow),
+    }

lib/options/templates/options_panel.html

@@ -1,5 +1,8 @@
+{% set _uly_allowed = options_allowed_underlys if options_allowed_underlys is defined and options_allowed_underlys else ['ETH', 'BTC'] %}
+{% set _uly_default = options_default_underly | default(_uly_allowed[0] if _uly_allowed else 'ETH') %}
 <div class="options-page-wrap" style="grid-column:1/-1" id="options-root"
-     data-default-underly="{{ options_default_underly | default('ETH') }}"
+     data-default-underly="{{ _uly_default }}"
+     data-allowed-underlys="{{ _uly_allowed | join(',') }}"
      data-budget-buffer="{{ options_budget_buffer | default(1) }}"
      data-trade-budget="{{ options_trade_budget | default(10) }}"
      data-compound-full-enabled="{% if options_compound_full_enabled %}1{% else %}0{% endif %}"
@@ -54,8 +57,9 @@
                 </div>
             </details>
             <div class="form-row options-chain-toolbar">
-                <button type="button" class="btn-secondary opt-uly-btn active" data-uly="ETH">ETH</button>
-                <button type="button" class="btn-secondary opt-uly-btn" data-uly="BTC">BTC</button>
+                {% for u in _uly_allowed %}
+                <button type="button" class="btn-secondary opt-uly-btn{% if u == _uly_default %} active{% endif %}" data-uly="{{ u }}">{{ u }}</button>
+                {% endfor %}
                 <select id="opt-exp-select"><option value="">选择到期日</option></select>
                 <span class="opt-chain-view-group">
                     <button type="button" class="btn-secondary opt-view-btn active" data-view="list">列表</button>
@@ -364,4 +368,4 @@
     </div>
 </div>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/options_panel.js?v=71"></script>
+<script src="/static/options_panel.js?v=72"></script>

tests/test_options_underly_lib.py

@@ -0,0 +1,51 @@
+# -*- coding: utf-8 -*-
+import os
+import unittest
+
+from lib.options.options_underly_lib import (
+    inst_underly_not_allowed_msg,
+    parse_options_underlyings,
+    resolve_default_underly,
+    underly_not_allowed_msg,
+)
+
+
+class OptionsUnderlyLibTests(unittest.TestCase):
+    def setUp(self):
+        self._old_u = os.environ.get("OKX_OPTIONS_UNDERLYINGS")
+        self._old_d = os.environ.get("OKX_OPTIONS_DEFAULT_UNDERLY")
+
+    def tearDown(self):
+        self._restore("OKX_OPTIONS_UNDERLYINGS", self._old_u)
+        self._restore("OKX_OPTIONS_DEFAULT_UNDERLY", self._old_d)
+
+    @staticmethod
+    def _restore(key: str, val: str | None) -> None:
+        if val is None:
+            os.environ.pop(key, None)
+        else:
+            os.environ[key] = val
+
+    def test_default_both(self):
+        os.environ.pop("OKX_OPTIONS_UNDERLYINGS", None)
+        self.assertEqual(parse_options_underlyings(), ["ETH", "BTC"])
+
+    def test_eth_only(self):
+        os.environ["OKX_OPTIONS_UNDERLYINGS"] = "ETH"
+        self.assertEqual(parse_options_underlyings(), ["ETH"])
+        self.assertIsNone(underly_not_allowed_msg("ETH"))
+        self.assertIsNotNone(underly_not_allowed_msg("BTC"))
+        self.assertIsNotNone(inst_underly_not_allowed_msg("BTC-USD-260328-100000-C"))
+
+    def test_default_clamped_to_whitelist(self):
+        os.environ["OKX_OPTIONS_UNDERLYINGS"] = "BTC"
+        os.environ["OKX_OPTIONS_DEFAULT_UNDERLY"] = "ETH"
+        self.assertEqual(resolve_default_underly(), "BTC")
+
+    def test_ignores_junk(self):
+        os.environ["OKX_OPTIONS_UNDERLYINGS"] = "ETH, DOGE ,btc"
+        self.assertEqual(parse_options_underlyings(), ["ETH", "BTC"])
+
+
+if __name__ == "__main__":
+    unittest.main()