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Initial standalone crypto_okx with one-click deploy.

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Add deploy/manage.sh bootstrap for git.bz121.com/dekun/crypto_okx and point docs at this repo.

Co-authored-by: Cursor <cursoragent@cursor.com>
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dekun
2026-08-13 20:00:59 +08:00
commit a1abe159fa
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lib/instance/instance_settings_lib.py
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"""实例「系统设置」页:从 .env 汇总风控说明(三所共用)."""
from __future__ import annotations
import os
from typing import Any, Optional
from lib.trade.account_risk_lib import (
cooling_hours_manual,
cooling_hours_manual_journal,
daily_loss_limit,
manual_close_daily_limit,
max_active_positions_from_env,
mood_issues_daily_freeze_enabled,
risk_control_enabled,
)
from lib.trade.position_sizing_lib import is_full_margin_mode, load_position_sizing_mode, mode_label_zh
from lib.trade.trade_policy_lib import TradePolicy
def _env_bool(key: str, default: bool = False) -> bool:
raw = (os.getenv(key) or "").strip().lower()
if not raw:
return default
return raw in ("1", "true", "yes", "on")
def _env_float(key: str, default: float) -> float:
try:
return float(os.getenv(key, str(default)))
except (TypeError, ValueError):
return default
def _env_int(key: str, default: int) -> int:
try:
return int(os.getenv(key, str(default)))
except (TypeError, ValueError):
return default
def _row(label: str, value: str, note: str = "") -> dict[str, str]:
return {"label": label, "value": value, "note": note}
def _on_off(enabled: bool) -> str:
return "开启" if enabled else "关闭"
def build_instance_settings_view(
*,
exchange_key: str,
exchange_display: str,
risk_status: Optional[dict[str, Any]] = None,
trade_policy: Optional[TradePolicy] = None,
data_export_version: int = 3,
open_guard_enabled: Optional[bool] = None,
) -> dict[str, Any]:
rs = risk_status or {}
sizing_mode = load_position_sizing_mode()
reset_hour = _env_int("TRADING_DAY_RESET_HOUR", 8)
hard_limit = _env_int("DAILY_OPEN_HARD_LIMIT", 0)
alert_threshold = _env_int("DAILY_OPEN_ALERT_THRESHOLD", 5)
force_close_on = _env_bool("FORCE_CLOSE_ENABLED", False)
force_close_hour = _env_int("FORCE_CLOSE_BJ_HOUR", 0)
auto_transfer_on = _env_bool("AUTO_TRANSFER_ENABLED", False)
guard_on = (
bool(open_guard_enabled)
if open_guard_enabled is not None
else _env_bool("TRADING_DAY_RESET_OPEN_GUARD_ENABLED", True)
)
sections: list[dict[str, Any]] = []
sections.append(
{
"title": "交易执行",
"rows": [
_row("最大同时持仓", str(max_active_positions_from_env())),
_row("计仓模式", mode_label_zh(sizing_mode)),
_row("以损定仓风险%", f"{_env_float('RISK_PERCENT', 2):g}%"),
_row("人工最低盈亏比", f">= {_env_float('MANUAL_MIN_PLANNED_RR', 1.4):g}:1"),
_row(
"交易日切点",
f"北京时间 {reset_hour}:00",
"新交易日统计与部分开仓限制以此为准",
),
_row(
"允许北京时间切点前开仓",
"已放开(允许开仓)" if not guard_on else "已限制(禁止开仓)",
f"关闭限制后,{reset_hour}:00 前也可斐波成交登记与人工下单;"
"环境配置「切点前禁止新开仓」(TRADING_DAY_RESET_OPEN_GUARD_ENABLED)",
),
_row(
"单日开仓提醒",
f"第 {alert_threshold} 次",
"达次数推送企业微信,不拦单",
),
_row(
"单日开仓硬上限",
str(hard_limit) if hard_limit > 0 else "未启用",
"达上限后禁止一切新开仓直至下一交易日" if hard_limit > 0 else "",
),
],
}
)
sections.append(
{
"title": "账户冷静期",
"rows": [
_row("风控总开关", _on_off(risk_control_enabled())),
_row("手动平仓冷静", f"{cooling_hours_manual():g} 小时"),
_row("复盘后冷静", f"{cooling_hours_manual_journal():g} 小时", "手动平仓且填写说明后可缩短"),
_row("日手动平仓上限", f"{manual_close_daily_limit()} 次", "超限当日冻结"),
_row(
"日亏损次数上限",
(
f"{daily_loss_limit()} 次"
if daily_loss_limit() > 0
else "未启用"
),
"平仓亏损达限后当日冻结开仓;0=不启用" if daily_loss_limit() > 0 else "RISK_DAILY_LOSS_LIMIT=0",
),
_row(
"复盘情绪日冻结",
_on_off(mood_issues_daily_freeze_enabled()),
"复盘勾选心态标签可触发当日冻结",
),
],
}
)
sections.append(
{
"title": "关键位监控",
"rows": [
_row("模式", "仅关键支撑阻力提醒", "箱体/斐波/触价等程序自动单已移除"),
],
}
)
if force_close_on or (exchange_key or "").strip().lower() == "gate":
sections.append(
{
"title": "整点强制清仓",
"rows": [
_row("强制清仓", _on_off(force_close_on)),
_row(
"执行时刻",
f"北京时间 {force_close_hour}:00 起 {_env_int('FORCE_CLOSE_GRACE_MINUTES', 5)} 分钟内",
),
],
}
)
if (exchange_key or "").strip().lower() == "okx" and _env_bool("OKX_OPTIONS_ENABLED", False):
api_key = (os.getenv("OKX_API_KEY") or "").strip()
sections.append(
{
"title": "期权设置",
"rows": [
_row("期权模块", "已启用"),
_row(
"账户 API",
f"已配置(…{api_key[-4:]})" if len(api_key) >= 4 else "未配置 OKX_API_*",
"永续与期权共用 OKX_API_*",
),
_row(
"说明",
"币种兑换与账户内划转到右侧「期权设置」卡片操作",
),
],
}
)
policy_note = ""
if trade_policy and getattr(trade_policy, "badge_text", ""):
policy_note = str(trade_policy.badge_text)
return {
"exchange_display": exchange_display,
"risk_status_label": str(rs.get("status_label") or "正常"),
"risk_status_reason": str(rs.get("reason") or "").strip(),
"can_trade": bool(rs.get("can_trade", True)),
"trade_policy_note": policy_note,
"sections": sections,
"data_export_version": int(data_export_version),
"show_transfer": (exchange_key or "").strip().lower() in ("gate", "binance", "okx"),
"options_settings_enabled": (exchange_key or "").strip().lower() == "okx"
and _env_bool("OKX_OPTIONS_ENABLED", False),
"auto_transfer_enabled": auto_transfer_on,
"auto_transfer_bj_hour": _env_int("AUTO_TRANSFER_BJ_HOUR", 8),
"auto_transfer_amount": _env_float("AUTO_TRANSFER_AMOUNT", 30),
"auto_transfer_from": (os.getenv("AUTO_TRANSFER_FROM") or "funding").strip(),
"auto_transfer_to": (os.getenv("AUTO_TRANSFER_TO") or "swap").strip(),
}
def build_settings_tabs(display: dict[str, Any] | None, instance_settings: dict[str, Any]) -> list[dict[str, str]]:
disp = display or {}
inst = instance_settings or {}
tabs: list[dict[str, str]] = [{"key": "nav", "title": "导航显示"}]
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", True):
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"})
if inst.get("options_settings_enabled") and disp.get("show_settings_options_swap", True):
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
def settings_page_context(page: str, *, instance_base_dir: str | None = None, **kwargs: Any) -> dict[str, Any]:
p = (page or "").strip()
if p == "system_guide":
from lib.instance.instance_system_guide_lib import system_guide_template_context
return system_guide_template_context()
if p not in ("settings", "risk_policy", "env_config"):
return {}
display = kwargs.pop("display", None)
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 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)
return ctx