下线永续监控与 USDC 期权，仅保留币本位期权路径。

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

.env.example

@@ -116,7 +116,7 @@ OKX_OPTIONS_ENABLED=true
 # OKX_OPTIONS_API_PASSPHRASE=
 OKX_OPTIONS_ACCOUNT_LABEL=账户·期权
 
-# 固定币本位(USDT买币桥);历史 OKX_OPTIONS_MARGIN_MODE=usdc 会被忽略并视为 coin
+# 仅币本位期权(USDT买币桥);USDC 期权已下线,此项恒视为 coin
 OKX_OPTIONS_MARGIN_MODE=coin
 OKX_OPTIONS_COIN_COMPOUND=true
 OKX_OPTIONS_COIN_BUDGET_USDT=10

app.py

@@ -5117,23 +5117,9 @@ def force_close_before_reset():
     conn.commit()
     conn.close()
 
-# 后台线程
+# 后台线程(永续已下线:不再跑划转/强平/关键位/委托监控;期权监控见 options_monitor_loop)
 def background_task():
     while True:
-        try:
-            auto_transfer_once_per_day()
-            # force_close 自带连接,勿套在另一未关闭连接上
-            force_close_before_reset()
-            conn = get_db()
-            try:
-                reconcile_external_closes(conn)
-                conn.commit()
-            finally:
-                conn.close()
-            check_key_monitors()
-            check_order_monitors()
-        except Exception as e:
-            print(f"[monitor_loop] {e}", flush=True)
         time.sleep(MONITOR_POLL_SECONDS)
 
 
@@ -5637,16 +5623,14 @@ def index():
 @app.route("/key_monitor")
 @login_required
 def key_monitor_page():
-    redir = redirect_to_embed_shell_if_enabled("key_monitor")
+    # 永续关键位监控已下线
-    if redir is not None:
+    return redirect("/options")
-        return redir
-    return render_main_page("key_monitor")
 
 
 @app.route("/trade")
 @login_required
 def trade_page():
-    # 实盘下单界面已移除;永续下单仍由对冲计划走 place_exchange_order
+    # 永续实盘下单已下线
     return redirect("/options")
 
 
@@ -6303,7 +6287,7 @@ def order_focus():
 @login_required
 def add_order():
     # 实盘下单界面已移除;永续开平仓请走对冲计划(place_exchange_order / close_exchange_order)
-    flash("实盘下单界面已移除,请使用对冲计划或期权页")
+    flash("永续实盘下单已下线,请使用期权页")
     return redirect("/options")
 
 
@@ -7679,5 +7663,5 @@ if __name__ == "__main__":
     from lib.common.flask_access_log_lib import silence_werkzeug_access_log
 
     silence_werkzeug_access_log()
-    threading.Thread(target=background_task, daemon=True).start()
+    # 永续 background_task 已下线;期权监控由 install_options_trading 启动
     app.run(host=HOST, port=PORT, debug=DEBUG, threaded=True)

lib/common/static/instance_settings_prefs.js

@@ -415,41 +415,25 @@
 
   function syncOptionsSectionVisibility(body) {
     if (!body) return;
-    var margin = (envFieldValue(body, "OKX_OPTIONS_MARGIN_MODE", "coin") || "coin").toLowerCase();
+    // 仅币本位期权:USDC/永续相关 env 始终隐藏
-    var isCoin = margin !== "usdc";
+    var isCoin = true;
     var gateMode = (envFieldValue(body, "OKX_OPTIONS_CLOSE_GATE_MODE", "premium") || "premium").toLowerCase();
-    var compoundOn = envTruthy(envFieldValue(body, "OKX_OPTIONS_COMPOUND_FULL_ENABLED", "true"));
     var coinCompoundOn = envTruthy(envFieldValue(body, "OKX_OPTIONS_COIN_COMPOUND", "true"));
     var coinMaxOn = envTruthy(envFieldValue(body, "OKX_OPTIONS_COIN_MAX_USDT_ENABLED", "false"));
-    var compoundCapOn = envTruthy(envFieldValue(body, "OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED", "false"));
 
     COIN_ONLY_ENV_KEYS.forEach(function (key) {
       setEnvRowHidden(envFieldRowByKey(body, key), !isCoin);
     });
     USDC_ONLY_ENV_KEYS.forEach(function (key) {
-      setEnvRowHidden(envFieldRowByKey(body, key), isCoin);
+      setEnvRowHidden(envFieldRowByKey(body, key), true);
     });
+    setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_MARGIN_MODE"), true);
+    setEnvRowHidden(envFieldRowByKey(body, "OKX_SHOW_PERP_FUNDS"), true);
 
-    // 门控子项:按模式显隐(仍受本位过滤)
+    setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_CLOSE_RECYCLE_MULT_COIN"), gateMode !== "premium");
-    if (isCoin) {
-      setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_CLOSE_RECYCLE_MULT_COIN"), gateMode !== "premium");
-    } else {
-      setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_CLOSE_RECYCLE_MULT"), gateMode !== "premium");
-    }
     setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_CLOSE_NET_PNL_MIN_USDT"), gateMode !== "net_pnl");
-
+    setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_COIN_BUDGET_USDT"), coinCompoundOn);
-    if (!isCoin) {
+    setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_COIN_MAX_USDT"), !coinMaxOn);
-      setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_TRADE_BUDGET_USDC"), compoundOn);
-      setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED"), !compoundOn);
-      setEnvRowHidden(
-        envFieldRowByKey(body, "OKX_OPTIONS_COMPOUND_FULL_CAP_USDC"),
-        !(compoundOn && compoundCapOn)
-      );
-    }
-    if (isCoin) {
-      setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_COIN_BUDGET_USDT"), coinCompoundOn);
-      setEnvRowHidden(envFieldRowByKey(body, "OKX_OPTIONS_COIN_MAX_USDT"), !coinMaxOn);
-    }
   }
 
   function bindOptionsSectionVisibility(body) {

lib/env/env_ui_manifest.py

@@ -313,16 +313,27 @@ def _field_current(fields: list[dict[str, Any]], key: str, default: str = "") ->
 
 
 def _mark_options_section_hidden(fields: list[dict[str, Any]]) -> list[dict[str, Any]]:
-    """按门控模式/复利/单笔上限标记 hidden."""
+    """按门控模式/复利/单笔上限标记 hidden;USDC/永续相关项始终隐藏."""
     gate_mode = (_field_current(fields, "OKX_OPTIONS_CLOSE_GATE_MODE", "premium") or "premium").lower()
     coin_compound_on = _env_truthy(_field_current(fields, "OKX_OPTIONS_COIN_COMPOUND", "true"))
     coin_max_on = _env_truthy(_field_current(fields, "OKX_OPTIONS_COIN_MAX_USDT_ENABLED", "false"))
+    retired = {
+        "OKX_OPTIONS_MARGIN_MODE",
+        "OKX_OPTIONS_TRADE_BUDGET_USDC",
+        "OKX_OPTIONS_COMPOUND_FULL_ENABLED",
+        "OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED",
+        "OKX_OPTIONS_COMPOUND_FULL_CAP_USDC",
+        "OKX_OPTIONS_CLOSE_RECYCLE_MULT",
+        "OKX_SHOW_PERP_FUNDS",
+    }
 
     out: list[dict[str, Any]] = []
     for f in fields:
         key = str(f.get("key") or "")
         hide = False
-        if key == "OKX_OPTIONS_CLOSE_RECYCLE_MULT_COIN" and gate_mode != "premium":
+        if key in retired:
+            hide = True
+        elif key == "OKX_OPTIONS_CLOSE_RECYCLE_MULT_COIN" and gate_mode != "premium":
             hide = True
         elif key == "OKX_OPTIONS_CLOSE_NET_PNL_MIN_USDT" and gate_mode != "net_pnl":
             hide = True

lib/exchange/okx_options_lib.py

@@ -814,7 +814,7 @@ def build_option_chain(
 
             family = inst_family_for_underlying(u, margin_mode=margin_mode)
         except Exception:
-            family = f"{u}-USD_UM"
+            family = f"{u}-USD"
     uly = f"{u}-USD"
     idx = index_px if index_px is not None else fetch_index_price(ex, uly)
     now_ms = time.time() * 1000

lib/instance/instance_display_prefs_lib.py

@@ -10,8 +10,8 @@ DISPLAY_RUNTIME_PREFIX = "display."
 DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_nav_dashboard": False,
     "show_nav_account_ledger": False,
-    "show_nav_key_monitor": True,
+    "show_nav_key_monitor": False,  # 永续关键位已下线
-    "show_nav_trade": False,  # 实盘下单界面已移除
+    "show_nav_trade": False,  # 永续实盘下单已下线
     "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
@@ -22,10 +22,10 @@ DEFAULT_INSTANCE_DISPLAY: dict[str, bool] = {
     "show_nav_env_config": True,
     "show_nav_options": True,
     "show_nav_options_review": True,
-    "show_settings_transfer": False,  # 永续资金划转默认隐藏
+    "show_settings_transfer": False,  # 永续资金划转已下线
     "show_settings_export": True,
     "show_settings_password": True,
-    "show_settings_options_swap": True,
+    "show_settings_options_swap": False,  # USDC 币种兑换已下线
     "show_settings_options_transfer": True,
 }
 
@@ -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", "stats", "hedge_plan", "key_monitor"):
-        return False  # 实盘下单 / 交易记录复盘 / 统计分析 / 对冲计划 已移除
+        return False  # 永续相关页面已下线
     key = NAV_TAB_ALLOWED.get(t)
     if not key:
         return True
@@ -123,7 +123,6 @@ def display_meta_for_ui() -> list[dict[str, Any]]:
     nav_keys = [
         "show_nav_dashboard",
         "show_nav_account_ledger",
-        "show_nav_key_monitor",
         "show_nav_risk_policy",
         "show_nav_live_guide",
         "show_nav_system_guide",
@@ -132,10 +131,8 @@ def display_meta_for_ui() -> list[dict[str, Any]]:
         "show_nav_options_review",
     ]
     settings_keys = [
-        "show_settings_transfer",
         "show_settings_export",
         "show_settings_password",
-        "show_settings_options_swap",
         "show_settings_options_transfer",
     ]
     return [

lib/instance/instance_settings_lib.py

@@ -127,21 +127,10 @@ def build_settings_tabs(display: dict[str, Any] | None, instance_settings: dict[
     tabs.append({"key": "sim_funds", "title": "模拟资金"})
     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", False):
+    # 永续划转 / USDC 币种兑换已下线
-        tabs.append({"key": "transfer", "title": "永续划转"})
     if disp.get("show_settings_export", True):
         tabs.append({"key": "export", "title": "数据导出"})
     tabs.append({"key": "backup", "title": "备份恢复"})
-    if inst.get("options_settings_enabled") and disp.get("show_settings_options_swap", True):
-        _coin = False
-        try:
-            from lib.options.options_margin_mode_lib import is_coin_margin_mode
-
-            _coin = bool(is_coin_margin_mode())
-        except Exception:
-            _coin = False
-        if not _coin:
-            tabs.append({"key": "options_swap", "title": "币种兑换"})
     if inst.get("options_settings_enabled") and disp.get("show_settings_options_transfer", True):
         tabs.append({"key": "options_transfer", "title": "期权划转"})
     return tabs

lib/options/options_cond_order_lib.py

@@ -642,29 +642,23 @@ def _try_open_full(
     inst_id: str,
     order: dict[str, Any],
 ) -> dict[str, Any]:
-    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
 
     note = f"中控条件单:{order.get('hub_order_id')}"
     target_index = _safe_float(order.get("target_index"))
     pe_en = bool(order.get("profit_exit_enabled"))
     pe_mult = float(order.get("profit_exit_mult") or 1.0)
-    if is_coin_margin_mode():
+    # USDC 期权开仓已下线,条件单仅走币本位
-        return open_coin_option_buy_full(
+    return open_coin_option_buy_full(
-            cfg,
+        cfg,
-            ex,
+        ex,
-            inst_id=inst_id,
+        inst_id=inst_id,
-            signal_note=note,
+        signal_note=note,
-            target_index=target_index,
+        target_index=target_index,
-            profit_exit_enabled=pe_en,
+        profit_exit_enabled=pe_en,
-            profit_exit_mult=pe_mult,
+        profit_exit_mult=pe_mult,
-            target_sheets=None,
+        target_sheets=None,
-        )
+    )
-    return {
-        "ok": False,
-        "msg": "条件单开仓当前仅支持币本位客户端规则(买币→开仓)",
-        "need_depth": False,
-    }
 
 
 def run_cond_orders_tick(

lib/options/options_margin_mode_lib.py

@@ -35,11 +35,10 @@ def is_coin_margin_mode(raw: Any = None) -> bool:
 
 
 def inst_family_for_underlying(underlying: str, *, margin_mode: str | None = None) -> str:
+    """仅币本位期权族 {U}-USD;USD_UM 已下线."""
+    del margin_mode
     u = (underlying or "ETH").strip().upper() or "ETH"
-    mode = normalize_options_margin_mode(margin_mode)
+    return f"{u}-USD"
-    if mode == MODE_COIN:
-        return f"{u}-USD"
-    return f"{u}-USD_UM"
 
 
 def margin_mode_from_inst_id(inst_id: str) -> str:
@@ -55,9 +54,10 @@ def margin_mode_from_inst_id(inst_id: str) -> str:
 
 
 def premium_ccy_for_mode(margin_mode: str, underlying: str = "ETH") -> str:
-    if normalize_options_margin_mode(margin_mode) == MODE_COIN:
+    """币本位权利金为标的币;历史 USDC 行(margin_mode=usdc)仍标 USDC."""
-        return (underlying or "ETH").strip().upper() or "ETH"
+    if str(margin_mode or "").strip().lower() == MODE_USDC:
-    return "USDC"
+        return "USDC"
+    return (underlying or "ETH").strip().upper() or "ETH"
 
 
 def spot_quote_inst_id(underlying: str) -> str: