新增实例数据统计页：复盘 KPI 上、资金曲线下，系统设置可关。

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

app.py

@@ -1581,6 +1581,9 @@ def init_db():
     from lib.options.options_db import init_options_tables
 
     init_options_tables(conn)
+    from lib.instance.instance_cash_sample_lib import init_cash_sample_table
+
+    init_cash_sample_table(conn)
     from lib.sim.db_lib import init_sim_tables
     init_sim_tables(conn)
     from lib.trade.account_risk_lib import ensure_account_risk_schema
@@ -4277,7 +4280,10 @@ def records_page():
 @app.route("/stats")
 @login_required
 def stats_page():
-    return redirect("/options")
+    redir = redirect_to_embed_shell_if_enabled("stats")
+    if redir is not None:
+        return redir
+    return render_main_page("stats")
 
 
 @app.route("/dashboard")
@@ -5730,6 +5736,10 @@ from lib.options.options_review_register import install_options_review
 
 install_options_review(app, _REPO_ROOT, app_module=sys.modules[__name__])
 
+from lib.instance.instance_data_stats_register import install_instance_data_stats
+
+install_instance_data_stats(app, sys.modules[__name__])
+
 from lib.hub.hub_bridge_register import register_hub_bridge_routes
 
 register_hub_bridge_routes(app, sys.modules[__name__])

lib/common/static/options_data_stats.js

@@ -0,0 +1,345 @@
+/**
+ * 实例数据统计:复盘 KPI + 资金曲线.
+ */
+(function (global) {
+  "use strict";
+
+  var currentRange = "7d";
+  var booted = false;
+
+  function $(id) {
+    return document.getElementById(id);
+  }
+
+  function root() {
+    return $("options-data-stats");
+  }
+
+  function escapeHtml(s) {
+    return String(s == null ? "" : s)
+      .replace(/&/g, "&")
+      .replace(/</g, "&lt;")
+      .replace(/>/g, "&gt;")
+      .replace(/"/g, "&quot;");
+  }
+
+  function fmtPnl(v) {
+    if (v == null || v === "") return "—";
+    var n = Number(v);
+    if (Number.isNaN(n)) return "—";
+    return (n >= 0 ? "+" : "") + n.toFixed(2) + "U";
+  }
+
+  function fmtHold(sec) {
+    if (sec == null) return "—";
+    var s = Math.max(0, Number(sec) || 0);
+    if (s < 3600) return Math.round(s / 60) + "m";
+    if (s < 86400) return (s / 3600).toFixed(1) + "h";
+    return (s / 86400).toFixed(1) + "d";
+  }
+
+  function pnlClass(v) {
+    var n = Number(v);
+    if (Number.isNaN(n) || n === 0) return "";
+    return n > 0 ? "ods-pnl-pos" : "ods-pnl-neg";
+  }
+
+  function closeReasonLabel(r) {
+    var map = {
+      perp_tp: "永续止盈",
+      perp_sl: "永续止损",
+      oo_expiry_loss: "期期到期亏损",
+      oo_expiry_win: "期期到期盈利",
+      target_win_leg: "期期平盈利腿",
+      profit_rr_win_leg: "期期盈亏比达标·平盈利腿",
+    };
+    return map[r] || String(r || "未填");
+  }
+
+  function sourceType() {
+    var el = root();
+    return (el && el.getAttribute("data-source-type")) || "option_spot";
+  }
+
+  function setStatus(text) {
+    var el = $("ods-status");
+    if (el) el.textContent = text || "";
+  }
+
+  function renderGroup(title, items) {
+    if (!items || !items.length) return "";
+    var lines = items
+      .slice(0, 8)
+      .map(function (g) {
+        var keyLabel =
+          title === "对冲结束原因" ? closeReasonLabel(g.key) : String(g.key || "");
+        return (
+          '<div class="ods-stat-row">' +
+          '<span class="ods-stat-key">' +
+          escapeHtml(keyLabel) +
+          " · " +
+          g.count +
+          "笔</span>" +
+          '<span class="ods-stat-val">' +
+          fmtPnl(g.pnl_sum) +
+          " / 胜" +
+          (g.win_rate || 0) +
+          "%</span>" +
+          "</div>"
+        );
+      })
+      .join("");
+    return (
+      '<div class="ods-stat-card"><div class="ods-stat-card-title">' +
+      title +
+      "</div>" +
+      lines +
+      "</div>"
+    );
+  }
+
+  function loadReviewStats() {
+    var kpi = $("ods-kpi");
+    var groups = $("ods-stats-groups");
+    if (!kpi || !groups) return Promise.resolve();
+    var qs = new URLSearchParams();
+    qs.set("source_type", sourceType());
+    qs.set("sync", "0");
+    return fetch("/api/options/review/stats?" + qs.toString(), {
+      credentials: "same-origin",
+    })
+      .then(function (r) {
+        return r.json();
+      })
+      .then(function (data) {
+        if (!data || !data.ok) {
+          kpi.innerHTML = '<div class="muted" style="font-size:.76rem">统计加载失败</div>';
+          groups.innerHTML = "";
+          return;
+        }
+        var k = data.kpi || {};
+        kpi.innerHTML = [
+          ["笔数", k.total],
+          ["已复盘率", (k.review_rate || 0) + "%"],
+          ["胜率", (k.win_rate || 0) + "%"],
+          ["累计盈亏", fmtPnl(k.pnl_sum)],
+          ["平均盈亏", fmtPnl(k.avg_pnl)],
+          ["平均持有", fmtHold(k.avg_hold_sec)],
+        ]
+          .map(function (pair) {
+            var cls = "";
+            if (pair[0] === "累计盈亏") cls = pnlClass(k.pnl_sum);
+            if (pair[0] === "平均盈亏") cls = pnlClass(k.avg_pnl);
+            return (
+              '<div class="ods-kpi-tile"><div class="ods-kpi-label">' +
+              pair[0] +
+              '</div><div class="ods-kpi-value' +
+              (cls ? " " + cls : "") +
+              '">' +
+              pair[1] +
+              "</div></div>"
+            );
+          })
+          .join("");
+        var html = [
+          renderGroup("按类型", data.by_source_type),
+          renderGroup("按标的", data.by_underlying),
+          renderGroup("按策略", data.by_strategy),
+          renderGroup("对冲结束原因", data.by_close_reason),
+          renderGroup("持有周期", data.by_hold_bucket),
+          renderGroup("Call/Put", data.by_opt_type),
+        ]
+          .filter(Boolean)
+          .join("");
+        groups.innerHTML =
+          html || '<div class="muted" style="font-size:.76rem">暂无分组数据</div>';
+      })
+      .catch(function () {
+        kpi.innerHTML = '<div class="muted" style="font-size:.76rem">统计加载失败</div>';
+        groups.innerHTML = "";
+      });
+  }
+
+  function fmtCash(v) {
+    if (v == null || Number.isNaN(Number(v))) return "—";
+    return Number(v).toFixed(2) + "U";
+  }
+
+  function drawCurve(points) {
+    var svg = $("ods-curve-svg");
+    if (!svg) return;
+    var W = 640;
+    var H = 240;
+    var padL = 48;
+    var padR = 12;
+    var padT = 16;
+    var padB = 28;
+    var stroke = getComputedStyle(document.body).getPropertyValue("--accent") || "#5aa0ff";
+    stroke = (stroke || "").trim() || "#5aa0ff";
+    var grid = "rgba(127,127,127,.22)";
+    var muted = "rgba(160,160,180,.75)";
+
+    if (!points || !points.length) {
+      svg.innerHTML =
+        '<text x="320" y="120" text-anchor="middle" fill="' +
+        muted +
+        '" font-size="13">暂无采样数据,请稍后再看</text>';
+      return;
+    }
+
+    var vals = points.map(function (p) {
+      return Number(p.v);
+    });
+    var ts = points.map(function (p) {
+      return Number(p.t);
+    });
+    var minV = Math.min.apply(null, vals);
+    var maxV = Math.max.apply(null, vals);
+    if (maxV - minV < 1e-6) {
+      minV -= 1;
+      maxV += 1;
+    }
+    var minT = ts[0];
+    var maxT = ts[ts.length - 1];
+    if (maxT <= minT) maxT = minT + 1;
+
+    function xOf(t) {
+      return padL + ((t - minT) / (maxT - minT)) * (W - padL - padR);
+    }
+    function yOf(v) {
+      return padT + (1 - (v - minV) / (maxV - minV)) * (H - padT - padB);
+    }
+
+    var path = points
+      .map(function (p, i) {
+        var x = xOf(p.t);
+        var y = yOf(p.v);
+        return (i ? "L" : "M") + x.toFixed(1) + "," + y.toFixed(1);
+      })
+      .join(" ");
+
+    var yTicks = [minV, (minV + maxV) / 2, maxV];
+    var gridHtml = yTicks
+      .map(function (v) {
+        var y = yOf(v);
+        return (
+          '<line x1="' +
+          padL +
+          '" y1="' +
+          y.toFixed(1) +
+          '" x2="' +
+          (W - padR) +
+          '" y2="' +
+          y.toFixed(1) +
+          '" stroke="' +
+          grid +
+          '" stroke-width="1"/>' +
+          '<text x="' +
+          (padL - 6) +
+          '" y="' +
+          (y + 4).toFixed(1) +
+          '" text-anchor="end" fill="' +
+          muted +
+          '" font-size="10">' +
+          Number(v).toFixed(0) +
+          "</text>"
+        );
+      })
+      .join("");
+
+    var last = points[points.length - 1];
+    svg.innerHTML =
+      gridHtml +
+      '<path d="' +
+      path +
+      '" fill="none" stroke="' +
+      stroke +
+      '" stroke-width="2" vector-effect="non-scaling-stroke"/>' +
+      '<circle cx="' +
+      xOf(last.t).toFixed(1) +
+      '" cy="' +
+      yOf(last.v).toFixed(1) +
+      '" r="3.5" fill="' +
+      stroke +
+      '"/>';
+  }
+
+  function loadCashCurve() {
+    var meta = $("ods-curve-meta");
+    return fetch("/api/instance/cash_curve?range=" + encodeURIComponent(currentRange), {
+      credentials: "same-origin",
+    })
+      .then(function (r) {
+        return r.json();
+      })
+      .then(function (data) {
+        if (!data || !data.ok) {
+          if (meta) meta.textContent = "曲线加载失败";
+          drawCurve([]);
+          return;
+        }
+        var pts = data.points || [];
+        drawCurve(pts);
+        if (meta) {
+          meta.textContent =
+            "采样 " +
+            pts.length +
+            " 点 · 最新 " +
+            fmtCash(data.latest != null ? data.latest : pts.length ? pts[pts.length - 1].v : null);
+        }
+      })
+      .catch(function () {
+        if (meta) meta.textContent = "曲线加载失败";
+        drawCurve([]);
+      });
+  }
+
+  function reloadAll() {
+    setStatus("加载中…");
+    return Promise.all([loadReviewStats(), loadCashCurve()]).then(function () {
+      setStatus("");
+    });
+  }
+
+  function bindOnce() {
+    if (booted || !root()) return;
+    booted = true;
+    var btn = $("ods-reload-btn");
+    if (btn) {
+      btn.addEventListener("click", function () {
+        reloadAll();
+      });
+    }
+    document.querySelectorAll("#options-data-stats .ods-range-btn").forEach(function (b) {
+      b.addEventListener("click", function () {
+        currentRange = b.getAttribute("data-range") || "7d";
+        document.querySelectorAll("#options-data-stats .ods-range-btn").forEach(function (x) {
+          x.classList.toggle("active", x === b);
+        });
+        loadCashCurve();
+      });
+    });
+    // 默认 7 日更有曲线感;若用户点今日再切
+    var def7 = document.querySelector('#options-data-stats .ods-range-btn[data-range="7d"]');
+    if (def7) {
+      document.querySelectorAll("#options-data-stats .ods-range-btn").forEach(function (x) {
+        x.classList.toggle("active", x === def7);
+      });
+      currentRange = "7d";
+    }
+    reloadAll();
+  }
+
+  function bootIfPresent() {
+    if (root()) bindOnce();
+  }
+
+  if (document.readyState === "loading") {
+    document.addEventListener("DOMContentLoaded", bootIfPresent);
+  } else {
+    bootIfPresent();
+  }
+
+  // embed 软切 tab 时脚本可能再次插入
+  global.__OPTIONS_DATA_STATS_BOOT__ = bootIfPresent;
+})(typeof window !== "undefined" ? window : this);

lib/instance/instance_cash_sample_lib.py

@@ -0,0 +1,158 @@
+"""实例资金曲线采样:现金余额(不含权利金/浮盈),供数据统计页使用."""
+from __future__ import annotations
+
+import datetime as dt
+import os
+import threading
+import time
+from typing import Any, Callable, Optional
+
+_lock = threading.Lock()
+_last_sample_at = 0.0
+_thread: threading.Thread | None = None
+_stop = threading.Event()
+
+
+def cash_sample_interval_sec() -> float:
+    try:
+        return max(30.0, float(os.getenv("INSTANCE_CASH_SAMPLE_SEC") or 60))
+    except (TypeError, ValueError):
+        return 60.0
+
+
+def cash_sample_keep_days() -> int:
+    try:
+        return max(7, int(float(os.getenv("INSTANCE_CASH_SAMPLE_KEEP_DAYS") or 90)))
+    except (TypeError, ValueError):
+        return 90
+
+
+def init_cash_sample_table(conn) -> None:
+    conn.execute(
+        """
+        CREATE TABLE IF NOT EXISTS instance_cash_samples (
+            ts_ms INTEGER PRIMARY KEY,
+            cash_usdt REAL NOT NULL
+        )
+        """
+    )
+
+
+def _safe_float(v: Any) -> Optional[float]:
+    if v is None or v == "":
+        return None
+    try:
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def cash_usdt_from_balances(bal: dict[str, Any] | None) -> Optional[float]:
+    """现金 = 交易账户 + 资金账户(优先 USDT,否则 USDC);不含权利金/浮盈."""
+    if not isinstance(bal, dict):
+        return None
+    parts = [_safe_float(bal.get("trading_usdt")), _safe_float(bal.get("funding_usdt"))]
+    if all(x is None for x in parts):
+        parts = [_safe_float(bal.get("trading_usdc")), _safe_float(bal.get("funding_usdc"))]
+    known = [x for x in parts if x is not None]
+    if not known:
+        return None
+    return round(sum(known), 4)
+
+
+def record_cash_sample(conn, cash_usdt: float, *, ts_ms: int | None = None) -> None:
+    init_cash_sample_table(conn)
+    t = int(ts_ms if ts_ms is not None else time.time() * 1000)
+    conn.execute(
+        """
+        INSERT INTO instance_cash_samples(ts_ms, cash_usdt)
+        VALUES (?, ?)
+        ON CONFLICT(ts_ms) DO UPDATE SET cash_usdt=excluded.cash_usdt
+        """,
+        (t, float(cash_usdt)),
+    )
+    keep_ms = cash_sample_keep_days() * 86400 * 1000
+    cutoff = t - keep_ms
+    conn.execute("DELETE FROM instance_cash_samples WHERE ts_ms < ?", (cutoff,))
+
+
+def _range_start_ms(range_key: str) -> tuple[str, int]:
+    rk = (range_key or "7d").strip().lower()
+    now_ms = int(time.time() * 1000)
+    if rk in ("today", "1d"):
+        start = dt.datetime.now().replace(hour=0, minute=0, second=0, microsecond=0)
+        return "today", int(start.timestamp() * 1000)
+    if rk in ("30d", "30"):
+        return "30d", now_ms - 30 * 86400 * 1000
+    if rk in ("all", "0"):
+        return "all", 0
+    return "7d", now_ms - 7 * 86400 * 1000
+
+
+def query_cash_series_with_db(conn, *, range_key: str = "7d") -> dict[str, Any]:
+    rk, start_ms = _range_start_ms(range_key)
+    now_ms = int(time.time() * 1000)
+    init_cash_sample_table(conn)
+    rows = conn.execute(
+        """
+        SELECT ts_ms, cash_usdt
+        FROM instance_cash_samples
+        WHERE ts_ms >= ?
+        ORDER BY ts_ms ASC
+        """,
+        (start_ms,),
+    ).fetchall()
+    points = [{"t": int(r["ts_ms"]), "v": float(r["cash_usdt"])} for r in rows]
+    return {
+        "ok": True,
+        "range": rk,
+        "points": points,
+        "start_ms": start_ms,
+        "end_ms": now_ms,
+        "latest": points[-1]["v"] if points else None,
+    }
+
+
+def sample_once(get_db: Callable, fetch_balances: Callable) -> bool:
+    """拉取余额并写入采样;成功返回 True."""
+    global _last_sample_at
+    try:
+        bal = fetch_balances()
+    except Exception:
+        return False
+    cash = cash_usdt_from_balances(bal if isinstance(bal, dict) else None)
+    if cash is None:
+        return False
+    with _lock:
+        conn = get_db()
+        try:
+            record_cash_sample(conn, cash)
+            conn.commit()
+        finally:
+            conn.close()
+    _last_sample_at = time.time()
+    return True
+
+
+def start_cash_sample_loop(get_db: Callable, fetch_balances: Callable) -> None:
+    global _thread
+    if _thread and _thread.is_alive():
+        return
+    _stop.clear()
+
+    def _loop() -> None:
+        # 启动后立刻采一笔,避免曲线长期空白
+        try:
+            sample_once(get_db, fetch_balances)
+        except Exception:
+            pass
+        while not _stop.is_set():
+            if _stop.wait(cash_sample_interval_sec()):
+                break
+            try:
+                sample_once(get_db, fetch_balances)
+            except Exception:
+                pass
+
+    _thread = threading.Thread(target=_loop, daemon=True, name="instance-cash-sample")
+    _thread.start()

lib/instance/instance_data_stats_register.py

@@ -0,0 +1,49 @@
+"""实例数据统计:复盘 KPI + 资金曲线 API,以及后台现金采样."""
+from __future__ import annotations
+
+from typing import Any, Callable
+
+from flask import Flask, jsonify, request
+
+
+def install_instance_data_stats(app: Flask, app_module: Any) -> None:
+    get_db: Callable = app_module.get_db
+    login_required = app_module.login_required
+
+    def _fetch_balances() -> dict[str, Any]:
+        ex = getattr(app_module, "exchange_options", None)
+        if ex is None:
+            return {}
+        from lib.exchange.okx_options_lib import fetch_options_balances
+
+        return fetch_options_balances(ex, force=False) or {}
+
+    @app.route("/api/instance/cash_curve")
+    @login_required
+    def api_instance_cash_curve():
+        from lib.instance.instance_cash_sample_lib import (
+            query_cash_series_with_db,
+            sample_once,
+        )
+
+        # 打开页面时尽量补一笔最新点(失败忽略)
+        try:
+            sample_once(get_db, _fetch_balances)
+        except Exception:
+            pass
+        range_key = (request.args.get("range") or "7d").strip()
+        conn = get_db()
+        try:
+            return jsonify(query_cash_series_with_db(conn, range_key=range_key))
+        except Exception as e:
+            return jsonify({"ok": False, "msg": f"加载资金曲线失败: {e}"}), 500
+        finally:
+            conn.close()
+
+    # 后台采样(daemon);无密钥时会空转跳过
+    try:
+        from lib.instance.instance_cash_sample_lib import start_cash_sample_loop
+
+        start_cash_sample_loop(get_db, _fetch_balances)
+    except Exception as e:
+        print(f"[instance_cash_sample] start skipped: {e}", flush=True)

lib/instance/instance_display_prefs_lib.py

@@ -15,7 +15,7 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_nav_strategy": False,
     "show_nav_strategy_records": False,
     "show_nav_records": False,  # 永续交易记录与复盘已移除
-    "show_nav_stats": False,
+    "show_nav_stats": True,  # 数据统计(复盘 KPI + 资金曲线);可在系统设置关闭
     "show_nav_risk_policy": True,
     "show_nav_live_guide": True,
     "show_nav_system_guide": False,
@@ -37,7 +37,7 @@ DISPLAY_LABELS: dict[str, str] = {
     "show_nav_strategy": "策略交易",
     "show_nav_strategy_records": "策略交易记录",
     "show_nav_records": "交易记录与复盘",
-    "show_nav_stats": "统计分析",
+    "show_nav_stats": "数据统计",
     "show_nav_risk_policy": "风控说明",
     "show_nav_live_guide": "实盘说明",
     "show_nav_system_guide": "系统说明",
@@ -111,8 +111,8 @@ def display_prefs_template_context(get_db: Callable) -> dict[str, Any]:
 def tab_allowed(tab: str, display: Optional[dict[str, bool]] = None) -> bool:
     prefs = normalize_display_prefs(display or {})
     t = (tab or "").strip()
-    if t in ("trade", "records", "stats", "hedge_plan"):
+    if t in ("trade", "records", "hedge_plan"):
-        return False  # 永续下单/记录/统计已下线;关键位监控保留
+        return False  # 永续下单/记录已下线;关键位监控保留
     key = NAV_TAB_ALLOWED.get(t)
     if not key:
         return True
@@ -124,6 +124,7 @@ def display_meta_for_ui() -> list[dict[str, Any]]:
         "show_nav_dashboard",
         "show_nav_account_ledger",
         "show_nav_key_monitor",
+        "show_nav_stats",
         "show_nav_risk_policy",
         "show_nav_live_guide",
         "show_nav_system_guide",

lib/instance/instance_embed_context_lib.py

@@ -62,7 +62,7 @@ def embed_render_plan(page: str, embed_mode: str | None) -> EmbedRenderPlan:
         key_history=page == "key_monitor",
         key_list=page in ("key_monitor", "trade") or is_strategy,
         orders=page == "trade" or is_strategy,
-        stats_bundle=page == "stats",
+        stats_bundle=False,  # 旧永续统计已弃用;数据统计页走复盘 API + 资金曲线
         strategy=is_strategy,
         orphan_live=page == "trade" and is_shell,
     )

lib/instance/instance_embed_lib.py

@@ -16,6 +16,7 @@ EMBED_TABS: tuple[str, ...] = (
     "key_monitor",
     "options",
     "options_review",
+    "stats",
     "risk_policy",
     "live_guide",
     "system_guide",
@@ -27,7 +28,7 @@ PATH_TO_EMBED_TAB: dict[str, str] = {
     "/": "options",
     "/trade": "options",  # 实盘下单界面已移除
     "/records": "options_review",  # 永续交易记录与复盘已移除
-    "/stats": "options",
+    "/stats": "stats",
     "/dashboard": "dashboard",
     "/account_ledger": "account_ledger",
     "/key_monitor": "key_monitor",

lib/instance/instance_static_lib.py

@@ -42,6 +42,7 @@ _COMMON_STATIC_ASSETS: dict[str, str] = {
     "options_settings.js": "application/javascript; charset=utf-8",
     "options_position_cards.js": "application/javascript; charset=utf-8",
     "options_review.js": "application/javascript; charset=utf-8",
+    "options_data_stats.js": "application/javascript; charset=utf-8",
     "order_entry_model.js": "application/javascript; charset=utf-8",
     "focus_chart_page.js": "application/javascript; charset=utf-8",
     "focus_chart_page.css": "text/css; charset=utf-8",

lib/instance/templates/embed_page_fragment.html

@@ -127,6 +127,8 @@
         {% include 'options_panel.html' %}
         {% elif page == 'options_review' %}
         {% include 'options_review_panel.html' %}
+        {% elif page == 'stats' %}
+        {% include 'options_data_stats_panel.html' %}
         {% endif %}
 
 

lib/instance/templates/embed_shell.html

@@ -49,6 +49,7 @@
         {% if options_nav_visible and display.show_nav_options_review %}
         <a href="/options/review" data-embed-tab="options_review" class="{% if initial_tab == 'options_review' %}active{% endif %}">期权复盘</a>
         {% endif %}
+        <a href="/stats" data-embed-tab="stats" class="{% if initial_tab == 'stats' %}active{% endif %}"{% if not display.show_nav_stats %} style="display:none"{% endif %}>数据统计</a>
         {% if display.show_nav_risk_policy %}
         <a href="/risk_policy" data-embed-tab="risk_policy" class="{% if initial_tab == 'risk_policy' %}active{% endif %}">风控说明</a>
         {% endif %}
@@ -66,7 +67,7 @@
     <div id="embed-flash" class="flash" style="display:none" role="status"></div>
 
     {% include 'instance_header_panel.html' %}
-    {% if initial_tab not in ('settings', 'risk_policy', 'live_guide', 'system_guide', 'env_config', 'options_review') and include_transfer_block %}
+    {% if initial_tab not in ('settings', 'risk_policy', 'live_guide', 'system_guide', 'env_config', 'options_review', 'stats') and include_transfer_block %}
     {% include 'instance_top_bar.html' %}
     {% endif %}
 
@@ -113,6 +114,7 @@
             {% if options_nav_visible and display.show_nav_options_review %}
             <a href="/options/review" data-embed-tab="options_review">期权复盘</a>
             {% endif %}
+            <a href="/stats" data-embed-tab="stats"{% if not display.show_nav_stats %} style="display:none"{% endif %}>数据统计</a>
             {% if display.show_nav_risk_policy %}
             <a href="/risk_policy" data-embed-tab="risk_policy">风控说明</a>
             {% endif %}

lib/instance/templates/index.html

@@ -168,15 +168,13 @@
         {% if display.show_nav_records %}
         <a href="/records" data-embed-tab="records" class="{% if page == 'records' %}active{% endif %}">交易记录与复盘</a>
         {% endif %}
-        {% if display.show_nav_stats %}
-        <a href="/stats" data-embed-tab="stats" class="{% if page == 'stats' %}active{% endif %}">统计分析</a>
-        {% endif %}
         {% if options_nav_visible and display.show_nav_options %}
         <a href="/options" data-embed-tab="options" class="{% if page == 'options' %}active{% endif %}">期权</a>
         {% endif %}
         {% if options_nav_visible and display.show_nav_options_review %}
         <a href="/options/review" data-embed-tab="options_review" class="{% if page == 'options_review' %}active{% endif %}">期权复盘</a>
         {% endif %}
+        <a href="/stats" data-embed-tab="stats" class="{% if page == 'stats' %}active{% endif %}"{% if not display.show_nav_stats %} style="display:none"{% endif %}>数据统计</a>
         {% if display.show_nav_risk_policy %}
         <a href="/risk_policy" data-embed-tab="risk_policy" class="{% if page == 'risk_policy' %}active{% endif %}">风控说明</a>
         {% endif %}
@@ -194,7 +192,7 @@
     {% with msg=get_flashed_messages() %}{% if msg %}<div class="flash">{{ msg[0] }}</div>{% endif %}{% endwith %}
 
     {% include 'instance_header_panel.html' %}
-    {% if page not in ('settings', 'risk_policy', 'live_guide', 'system_guide', 'env_config', 'options', 'options_review') %}
+    {% if page not in ('settings', 'risk_policy', 'live_guide', 'system_guide', 'env_config', 'options', 'options_review', 'stats') %}
     {% include 'instance_top_bar.html' %}
     {% endif %}
 
@@ -359,6 +357,8 @@
         {% include 'options_panel.html' %}
         {% elif page == 'options_review' %}
         {% include 'options_review_panel.html' %}
+        {% elif page == 'stats' %}
+        {% include 'options_data_stats_panel.html' %}
         {% endif %}
 
 
@@ -387,44 +387,6 @@
     {% include 'settings_panel.html' %}
     {% endif %}
 
-    {% if page == 'stats' %}
-    <div class="card stats-card full" id="stats-card">
-        <div style="display:flex;align-items:center;justify-content:space-between;gap:10px;flex-wrap:wrap">
-            <h2 style="margin-bottom:0">数据统计</h2>
-            <button type="button" class="stats-toggle" id="stats-toggle-btn" onclick="toggleStatsCard()">折叠</button>
-        </div>
-        <div class="stats-content" id="stats-content">
-            <div class="sub" style="margin-bottom:12px;color:#8892b0;font-size:.82rem">
-                统计分析按<strong>北京时间 {{ stats_bundle.stats_reset_hour }}:00</strong>切日计入(与顶栏 UTC 列表窗无关).历史总开仓(累计):
-                <strong style="color:#cfd3ef">{{ stats_bundle.total_opens_all }}</strong> 次
-            </div>
-            <div class="form-row" style="margin-bottom:14px;align-items:center">
-                <label style="display:flex;align-items:center;gap:8px;font-size:.88rem;color:#cfd3ef">
-                    统计品类
-                    <select id="stats-segment-select" onchange="switchStatsSegment()" style="min-width:200px">
-                        {% for seg in stats_bundle.segments %}
-                        <option value="{{ seg.key }}">{{ seg.title }}</option>
-                        {% endfor %}
-                    </select>
-                </label>
-            </div>
-            {% for seg in stats_bundle.segments %}
-            <div class="stats-segment-block stats-segment-panel" data-stats-segment="{{ seg.key }}"{% if not loop.first %} style="display:none"{% endif %}>
-                <div class="stats-period-tabs" role="tablist" aria-label="统计周期">
-                    <button type="button" class="stats-period-tab active" data-stats-period="day" role="tab" aria-selected="true" onclick="switchStatsPeriod('day')">日统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="week" role="tab" aria-selected="false" onclick="switchStatsPeriod('week')">周统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="month" role="tab" aria-selected="false" onclick="switchStatsPeriod('month')">月统计</button>
-                    <button type="button" class="stats-period-tab" data-stats-period="all" role="tab" aria-selected="false" onclick="switchStatsPeriod('all')">全部统计</button>
-                </div>
-                {{ period_stats_pane("day", seg.day) }}
-                {{ period_stats_pane("week", seg.week) }}
-                {{ period_stats_pane("month", seg.month) }}
-                {{ period_stats_pane("all", seg.all) }}
-            </div>
-            {% endfor %}
-        </div>
-    </div>
-    {% endif %}
 </div>
 
 <div class="modal" id="imgModal" onclick="closeModal()">

lib/instance/templates/options_data_stats_panel.html

@@ -0,0 +1,85 @@
+{# 实例数据统计:上方期权复盘 KPI/分组,下方资金曲线 #}
+<div class="card ods-page full" id="options-data-stats" data-source-type="option_spot">
+    <style>
+        .ods-page{grid-column:1/-1}
+        .ods-head{display:flex;align-items:center;gap:10px;flex-wrap:wrap;margin-bottom:14px}
+        .ods-head h2{margin:0;font-size:1.05rem}
+        .ods-section{margin-bottom:22px}
+        .ods-section-title{font-weight:650;font-size:.9rem;margin-bottom:4px}
+        .ods-section-desc{font-size:.72rem;opacity:.7;margin:0 0 12px}
+        .ods-kpi-row{
+          display:grid;grid-template-columns:repeat(6,minmax(0,1fr));
+          gap:8px;margin-bottom:12px;
+        }
+        .ods-kpi-tile{
+          border:1px solid rgba(127,127,127,.22);border-radius:10px;
+          padding:10px 12px;background:rgba(0,0,0,.2);min-width:0;
+        }
+        .ods-kpi-label{font-size:.7rem;opacity:.7;margin-bottom:4px}
+        .ods-kpi-value{font-size:.95rem;font-weight:650;letter-spacing:.01em;word-break:break-all}
+        .ods-stats-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:10px}
+        .ods-stat-card{
+          border:1px solid rgba(127,127,127,.22);border-radius:10px;
+          padding:10px 12px;background:rgba(0,0,0,.16);font-size:.76rem;
+        }
+        .ods-stat-card-title{
+          font-weight:650;margin-bottom:8px;font-size:.78rem;
+          padding-bottom:6px;border-bottom:1px solid rgba(127,127,127,.18);
+        }
+        .ods-stat-row{
+          display:flex;justify-content:space-between;align-items:baseline;gap:10px;
+          padding:5px 0;border-bottom:1px solid rgba(127,127,127,.1);
+        }
+        .ods-stat-row:last-child{border-bottom:none;padding-bottom:0}
+        .ods-stat-key{opacity:.9;min-width:0;overflow:hidden;text-overflow:ellipsis}
+        .ods-stat-val{flex-shrink:0;font-variant-numeric:tabular-nums;opacity:.85}
+        .ods-curve-toolbar{display:flex;align-items:center;gap:8px;flex-wrap:wrap;margin-bottom:10px}
+        .ods-range-btn{
+          font-size:.76rem;padding:4px 10px;border-radius:6px;cursor:pointer;
+          border:1px solid rgba(127,127,127,.3);background:transparent;color:inherit;
+        }
+        .ods-range-btn.active{border-color:rgba(90,160,255,.7);background:rgba(90,160,255,.12)}
+        .ods-curve-meta{font-size:.72rem;opacity:.75;margin-left:auto}
+        .ods-curve-wrap{
+          border:1px solid rgba(127,127,127,.22);border-radius:10px;
+          padding:12px 10px 8px;background:rgba(0,0,0,.14);
+        }
+        .ods-curve-svg{width:100%;height:240px;display:block}
+        .ods-pnl-pos{color:#3dd68c}
+        .ods-pnl-neg{color:#f07178}
+        @media (max-width:900px){.ods-kpi-row{grid-template-columns:repeat(3,minmax(0,1fr))}}
+        @media (max-width:640px){
+          .ods-kpi-row{grid-template-columns:repeat(2,minmax(0,1fr))}
+          .ods-curve-svg{height:200px}
+        }
+    </style>
+
+    <div class="ods-head">
+        <h2>数据统计</h2>
+        <span class="muted" id="ods-status" style="font-size:.72rem"></span>
+        <button type="button" class="btn-secondary" id="ods-reload-btn" style="font-size:.76rem;padding:4px 10px">刷新</button>
+    </div>
+
+    <section class="ods-section" aria-labelledby="ods-review-heading">
+        <div class="ods-section-title" id="ods-review-heading">期权复盘统计</div>
+        <p class="ods-section-desc">与「期权复盘」页统计同源;复盘页内统计仍保留。</p>
+        <div id="ods-kpi" class="ods-kpi-row"></div>
+        <div id="ods-stats-groups" class="ods-stats-grid"></div>
+    </section>
+
+    <section class="ods-section" aria-labelledby="ods-curve-heading">
+        <div class="ods-section-title" id="ods-curve-heading">资金曲线</div>
+        <p class="ods-section-desc">现金余额(交易账户+资金账户,不含权利金与浮盈);后台定时采样。</p>
+        <div class="ods-curve-toolbar">
+            <button type="button" class="ods-range-btn active" data-range="today">今日</button>
+            <button type="button" class="ods-range-btn" data-range="7d">7日</button>
+            <button type="button" class="ods-range-btn" data-range="30d">30日</button>
+            <button type="button" class="ods-range-btn" data-range="all">全部</button>
+            <span class="ods-curve-meta" id="ods-curve-meta">—</span>
+        </div>
+        <div class="ods-curve-wrap">
+            <svg id="ods-curve-svg" class="ods-curve-svg" viewBox="0 0 640 240" preserveAspectRatio="none" role="img" aria-label="资金曲线"></svg>
+        </div>
+    </section>
+</div>
+<script src="/static/options_data_stats.js?v=1"></script>