对齐币本位期权：现货缓冲开仓、页头 ETH/BTC 余额与默认 coin 模式。

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

.env.example

@@ -113,6 +113,16 @@ OKX_OPTIONS_ENABLED=true
 # OKX_OPTIONS_API_SECRET=
 # OKX_OPTIONS_API_PASSPHRASE=
 OKX_OPTIONS_ACCOUNT_LABEL=账户·期权
+
+# 单笔期权本位: coin(默认,币本位+USDT买币桥) | usdc(权利金USDC;对冲仍仅USDC)
+OKX_OPTIONS_MARGIN_MODE=coin
+OKX_OPTIONS_COIN_COMPOUND=true
+OKX_OPTIONS_COIN_BUDGET_USDT=10
+OKX_OPTIONS_COIN_MAX_USDT_ENABLED=false
+OKX_OPTIONS_COIN_MAX_USDT=50
+# 现货买入相对权利金缓冲:1.10=多买10%;也可写 0.10。按最大可开张数×权利金×缓冲买币,不全额兑换
+OKX_OPTIONS_COIN_SPOT_BUY_BUFFER=1.10
+
 OKX_OPTIONS_TRADE_BUDGET_USDC=10
 OKX_OPTIONS_BUDGET_BUFFER=0.95
 # 全仓复利:开启时隐藏单笔预算且不可用打满;关闭后恢复单笔预算

app.py

@@ -5041,6 +5041,7 @@ def render_main_page(page="options", embed_mode=None):
         show_perp_funds_enabled,
         total_funds_usdt,
         trade_records_summary,
+        trading_account_label,
     )
 
     plan = embed_render_plan(page, embed_mode)
@@ -5054,6 +5055,11 @@ def render_main_page(page="options", embed_mode=None):
     options_funding_usdc = None
     options_funding_usdt = None
     options_trading_usdt = None
+    options_funding_eth = None
+    options_trading_eth = None
+    options_trading_btc = None
+    options_margin_mode = "coin"
+    options_underly = "ETH"
     _sim_mode_for_header = False
     _exchange_display_for_header = EXCHANGE_DISPLAY_NAME
     try:
@@ -5073,16 +5079,28 @@ def render_main_page(page="options", embed_mode=None):
         and (getattr(exchange_options, "apiKey", None) or _sim_mode_for_header)
     ):
         try:
-            from lib.exchange.okx_options_lib import options_header_balances
+            from lib.exchange.okx_options_lib import options_header_balance_pack
 
-            options_trading_usdc, options_funding_usdc, options_funding_usdt, options_trading_usdt = options_header_balances(
+            _op = options_header_balance_pack(exchange_options)
-                exchange_options
+            options_trading_usdc = _op.get("trading_usdc")
-            )
+            options_funding_usdc = _op.get("funding_usdc")
+            options_funding_usdt = _op.get("funding_usdt")
+            options_trading_usdt = _op.get("trading_usdt")
+            options_funding_eth = _op.get("funding_eth")
+            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"
         except Exception:
             options_trading_usdc = None
             options_funding_usdc = None
             options_funding_usdt = None
             options_trading_usdt = None
+            options_funding_eth = None
+            options_trading_eth = None
+            options_trading_btc = None
+            options_margin_mode = "coin"
+            options_underly = "ETH"
     recommended_capital = get_recommended_capital(current_capital)
     key_list = (
         conn.execute("SELECT * FROM key_monitors").fetchall() if plan.key_list else []
@@ -5205,7 +5223,7 @@ def render_main_page(page="options", embed_mode=None):
 
     _okx_trade_mode = get_okx_trade_mode()
     _hedge_mode_on = _okx_trade_mode in ("perp_options", "options_options")
-    _show_perp_funds = show_perp_funds_enabled(exchange_key="okx")
+    _show_perp_funds = show_perp_funds_enabled(exchange_key="okx") or (options_margin_mode == "coin")
     template_ctx = dict(
         page=page,
         key=key_list,
@@ -5228,6 +5246,11 @@ def render_main_page(page="options", embed_mode=None):
         options_funding_usdt=options_funding_usdt,
         options_trading_usdc=options_trading_usdc,
         options_trading_usdt=options_trading_usdt,
+        options_funding_eth=options_funding_eth,
+        options_trading_eth=options_trading_eth,
+        options_trading_btc=options_trading_btc,
+        options_margin_mode=options_margin_mode,
+        options_underly=options_underly,
         trading_day=trading_day,
         daily_start_capital=DAILY_START_CAPITAL,
         current_capital=current_capital,
@@ -5472,19 +5495,35 @@ def api_account_snapshot():
     options_funding_usdc = None
     options_funding_usdt = None
     options_trading_usdt = None
+    options_funding_eth = None
+    options_trading_eth = None
+    options_trading_btc = None
+    options_margin_mode = "coin"
+    options_underly = "ETH"
     if OKX_OPTIONS_ENABLED and exchange_options.apiKey:
         try:
-            from lib.exchange.okx_options_lib import options_header_balances
+            from lib.exchange.okx_options_lib import options_header_balance_pack
 
-            options_trading_usdc, options_funding_usdc, options_funding_usdt, options_trading_usdt = options_header_balances(
+            _op = options_header_balance_pack(exchange_options, force=force_refresh)
-                exchange_options,
+            options_trading_usdc = _op.get("trading_usdc")
-                force=force_refresh,
+            options_funding_usdc = _op.get("funding_usdc")
-            )
+            options_funding_usdt = _op.get("funding_usdt")
+            options_trading_usdt = _op.get("trading_usdt")
+            options_funding_eth = _op.get("funding_eth")
+            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"
         except Exception:
             options_trading_usdc = None
             options_funding_usdc = None
             options_funding_usdt = None
             options_trading_usdt = None
+            options_funding_eth = None
+            options_trading_eth = None
+            options_trading_btc = None
+            options_margin_mode = "coin"
+            options_underly = "ETH"
     recommended_capital = get_recommended_capital(current_capital)
     from lib.trade.trade_labels_lib import count_position_limit_active_monitors
 
@@ -5567,7 +5606,7 @@ def api_account_snapshot():
             unrealized_pnl = merge_unrealized_pnl_components(unrealized_pnl, options_unrealized_pnl)
         except Exception:
             options_unrealized_pnl = None
-    _show_perp_funds = show_perp_funds_enabled(exchange_key="okx")
+    _show_perp_funds = show_perp_funds_enabled(exchange_key="okx") or (options_margin_mode == "coin")
     try:
         from lib.sim.mode_lib import exchange_mode_label as _ex_mode_label
         from lib.sim.mode_lib import is_sim_mode as _is_sim
@@ -5584,6 +5623,11 @@ def api_account_snapshot():
         "options_funding_usdt": options_funding_usdt,
         "options_trading_usdc": options_trading_usdc,
         "options_trading_usdt": options_trading_usdt,
+        "options_funding_eth": options_funding_eth,
+        "options_trading_eth": options_trading_eth,
+        "options_trading_btc": options_trading_btc,
+        "options_margin_mode": options_margin_mode,
+        "options_underly": options_underly,
         "total_funds": total_funds_usdt(
             funding_usdt if _show_perp_funds else None,
             current_capital if _show_perp_funds else None,

lib/common/static/options_panel.js

@@ -868,9 +868,46 @@
     return Number(v).toFixed(2);
   }
 
-  function fmtClosePreview(preview, premiumPaid) {
+  function posPremiumCcy(p) {
+    const ccy = String((p && p.premium_ccy) || "").trim().toUpperCase();
+    if (ccy) return ccy;
+    const mode = String((p && p.margin_mode) || "").toLowerCase();
+    const inst = String((p && p.inst_id) || "");
+    if (mode === "coin" || (inst.indexOf("-USD-") >= 0 && inst.indexOf("_UM") < 0)) {
+      return (inst.split("-")[0] || "ETH").toUpperCase() || "ETH";
+    }
+    if (isCoinMarginMode && isCoinMarginMode()) {
+      return ((inst.split("-")[0]) || "ETH").toUpperCase() || "ETH";
+    }
+    return "USDC";
+  }
+
+  function isCoinPos(p) {
+    return posPremiumCcy(p) !== "USDC";
+  }
+
+  function fmtPremiumAmt(v, ccy) {
+    if (v === null || v === undefined || Number.isNaN(Number(v))) return "—";
+    const n = Number(v);
+    const unit = String(ccy || "USDC").toUpperCase();
+    if (unit === "ETH" || unit === "BTC") {
+      let s = n.toFixed(8).replace(/\.?0+$/, "");
+      return s || "0";
+    }
+    return fmtUsdc(n);
+  }
+
+  function fmtPremiumAmtSigned(v, ccy) {
+    if (v === null || v === undefined || Number.isNaN(Number(v))) return "—";
+    const n = Number(v);
+    const sign = n > 0 ? "+" : "";
+    return sign + fmtPremiumAmt(n, ccy) + " " + (String(ccy || "USDC").toUpperCase());
+  }
+
+  function fmtClosePreview(preview, premiumPaid, p) {
     if (!preview || preview.total_received == null) return "—";
-    const recvTxt = fmtUsdc(preview.total_received);
+    const ccy = posPremiumCcy(p);
+    const recvTxt = fmtPremiumAmt(preview.total_received, ccy);
     let cls = "";
     const prem = Number(premiumPaid);
     const recv = Number(preview.total_received);
@@ -878,12 +915,13 @@
       if (recv > prem) cls = " pos-pnl-profit";
       else if (recv < prem) cls = " pos-pnl-loss";
     }
-    return '<span class="opt-close-value' + cls + '">' + recvTxt + " USDC</span>";
+    return '<span class="opt-close-value' + cls + '">' + recvTxt + " " + ccy + "</span>";
   }
 
-  function fmtClosePreviewText(preview) {
+  function fmtClosePreviewText(preview, p) {
     if (!preview || preview.total_received == null) return "—";
-    let text = fmt(preview.total_received, 4) + " USDC";
+    const ccy = posPremiumCcy(p);
+    let text = fmtPremiumAmt(preview.total_received, ccy) + " " + ccy;
     if (preview.covered_sheets != null) {
       text += " · 覆盖 " + preview.covered_sheets + "张";
     }
@@ -893,11 +931,13 @@
     return text;
   }
 
-  function fmtPreviewLevels(preview) {
+  function fmtPreviewLevels(preview, p) {
     const levels = (preview && preview.levels) || [];
     if (!levels.length) return "暂无可用买盘深度";
+    const ccy = posPremiumCcy(p);
     return levels.map(function (x) {
-      return "买" + x.level + " " + fmt(x.px, 4) + " × " + x.sheets + "张 ≈ " + fmt(x.received, 4) + " USDC";
+      return "买" + x.level + " " + fmt(x.px, 4) + " × " + x.sheets + "张 ≈ " +
+        fmtPremiumAmt(x.received, ccy) + " " + ccy;
     }).join("\n");
   }
 
@@ -926,18 +966,29 @@
     return Math.round(intrinsic * amt * 100) / 100;
   }
 
-  function estimateExpiryProfit(optType, strike, targetIdx, ethAmount, totalPremium) {
+  function estimateExpiryProfit(optType, strike, targetIdx, ethAmount, totalPremium, indexPx) {
     const value = estimateExpiryValue(optType, strike, targetIdx, ethAmount);
-    const prem = Number(totalPremium);
+    let prem = Number(totalPremium);
     if (value == null || !Number.isFinite(prem)) return null;
+    // 币本位权利金为币:与到期美元实值对比时先×指数
+    if (isCoinMarginMode()) {
+      const idx = Number(indexPx);
+      if (!Number.isFinite(idx) || idx <= 0) return null;
+      prem = prem * idx;
+    }
     return Math.round((value - prem) * 100) / 100;
   }
 
   /** 盈亏比 = 盈利金额 / 本合约权利金(目标位仅作到期实值参考). */
-  function estimateProfitRr(profit, totalPremium) {
+  function estimateProfitRr(profit, totalPremium, indexPx) {
     const pnl = Number(profit);
-    const prem = Number(totalPremium);
+    let prem = Number(totalPremium);
     if (!Number.isFinite(pnl) || !Number.isFinite(prem) || prem <= 0) return null;
+    if (isCoinMarginMode()) {
+      const idx = Number(indexPx);
+      if (!Number.isFinite(idx) || idx <= 0) return null;
+      prem = prem * idx;
+    }
     return Math.round((pnl / prem) * 100) / 100;
   }
 
@@ -946,6 +997,11 @@
     return Number(v).toFixed(2);
   }
 
+  function isCoinMarginMode() {
+    const ch = state.chain || {};
+    return ch.margin_mode === "coin" || ch.options_margin_mode === "coin";
+  }
+
   function calcContractLeverage(indexPx, ethAmount, totalPremium) {
     if (indexPx == null || ethAmount == null || totalPremium == null) return null;
     const idx = Number(indexPx);
@@ -954,6 +1010,10 @@
     if (!Number.isFinite(idx) || !Number.isFinite(amt) || !Number.isFinite(prem) || amt <= 0 || prem <= 0) {
       return null;
     }
+    // USDC: 名义(U)/权利金(U)=指数×币数/权利金; 币本位权利金为币: 名义(U)/(权利金币×指数)=币数/权利金币
+    if (isCoinMarginMode()) {
+      return Math.round((amt / prem) * 10) / 10;
+    }
     return Math.round((idx * amt) / prem * 10) / 10;
   }
 
@@ -962,12 +1022,15 @@
     return "约 " + Number(v).toFixed(1) + "×";
   }
 
-  /** 链上展示:指数 ÷ 卖一(每1币). */
+  /** 链上展示:USDC=指数÷卖一(美元);币本位卖一为币报价 → 1÷卖一. */
   function calcAskLeverage(indexPx, askPx) {
     if (indexPx == null || askPx == null) return null;
     const idx = Number(indexPx);
     const ask = Number(askPx);
     if (!Number.isFinite(idx) || !Number.isFinite(ask) || ask <= 0) return null;
+    if (isCoinMarginMode()) {
+      return Math.round((1 / ask) * 10) / 10;
+    }
     return Math.round((idx / ask) * 10) / 10;
   }
 
@@ -1021,18 +1084,22 @@
         }
       } else {
         const value = estimateExpiryValue(q.opt_type, q.strike, Number(targetRaw), ethAmount);
-        const profit = estimateExpiryProfit(q.opt_type, q.strike, Number(targetRaw), ethAmount, premium);
+        const profit = estimateExpiryProfit(q.opt_type, q.strike, Number(targetRaw), ethAmount, premium, q.index_px);
-        const rr = estimateProfitRr(profit, premium);
+        const rr = estimateProfitRr(profit, premium, q.index_px);
         if (value == null || Number.isNaN(value)) {
           valueEl.textContent = "—";
         } else {
-          valueEl.textContent = fmtUsdc(value) + " USDC";
+          valueEl.textContent = isCoinMarginMode()
+            ? (fmtUsdc(value) + " U(估)")
+            : (fmtUsdc(value) + " USDC");
         }
         if (profit == null || Number.isNaN(profit)) {
           profitEl.textContent = "—";
           profitEl.className = "v";
         } else {
-          profitEl.textContent = fmtUsdcSigned(profit);
+          profitEl.textContent = isCoinMarginMode()
+            ? ((Number(profit) > 0 ? "+" : "") + fmtUsdc(profit) + " U(估)")
+            : fmtUsdcSigned(profit);
           profitEl.className = "v " + pnlCls(profit);
         }
         if (rrEl) {
@@ -1252,8 +1319,12 @@
     document.getElementById("opt-order-sheets").textContent = canOpen && sz.sheets != null ? sz.sheets : "—";
     document.getElementById("opt-order-eth").textContent = canOpen && sz.eth_amount != null ? sz.eth_amount : "—";
     updateUnderlyingLabel();
+    const coinMode = isCoinMarginMode() || (d && d.options_margin_mode === "coin");
+    const premCcy = (sz.premium_ccy || (coinMode ? ((d.inst_id || "").split("-")[0] || "ETH") : "USDC")).toUpperCase();
     document.getElementById("opt-order-premium").textContent =
-      canOpen && sz.total_premium != null ? fmtUsdc(sz.total_premium) + " USDC" : "—";
+      canOpen && sz.total_premium != null
+        ? (coinMode ? (fmt(sz.total_premium, 6) + " " + premCcy) : (fmtUsdc(sz.total_premium) + " USDC"))
+        : "—";
     const beEl = document.getElementById("opt-order-expiry-be");
     const distEl = document.getElementById("opt-order-dist-be");
     if (beEl) {
@@ -1266,7 +1337,21 @@
     const openBtn = document.getElementById("opt-open-btn");
     if (openBtn) {
       openBtn.disabled = !canOpen || sz.ok === false;
-      openBtn.textContent = canOpen ? "限价买入 @ 卖一" : "暂无卖一深度,无法开仓";
+      const bud = (d && d.coin_budget && d.coin_budget.budget_usdt) ||
+        (state.chain && state.chain.coin_budget && state.chain.coin_budget.budget_usdt);
+      if (!canOpen || sz.ok === false) {
+        openBtn.textContent = coinMode
+          ? ((d && d.msg) || (sz && sz.msg) || "无法开仓")
+          : "暂无卖一深度,无法开仓";
+      } else if (coinMode) {
+        const buyU = sz && sz.buy_usdt != null ? sz.buy_usdt : null;
+        openBtn.textContent =
+          buyU != null
+            ? ("买币并开仓(约 " + Number(buyU).toFixed(2) + " USDT)")
+            : (bud != null ? "买币并开仓(预算上限 ≈ " + Number(bud).toFixed(2) + " USDT)" : "买币并开仓 @ 卖一");
+      } else {
+        openBtn.textContent = "限价买入 @ 卖一";
+      }
     }
     const msgEl = document.getElementById("opt-order-msg");
     if (!d.ok) {
@@ -1288,6 +1373,9 @@
     } else if (sz.ask_depth_capped) {
       msgEl.textContent = sz.msg || "已按卖一深度限制张数";
       msgEl.classList.remove("opt-error");
+    } else if (coinMode && sz.est_note) {
+      msgEl.textContent = sz.est_note;
+      msgEl.classList.remove("opt-error");
     } else {
       msgEl.textContent = "";
       msgEl.classList.remove("opt-error");
@@ -1483,8 +1571,25 @@
       return false;
     } finally {
       const latest = state.orderQuote;
+      const coinMode = isCoinMarginMode() || (latest && latest.options_margin_mode === "coin");
+      const bud = (latest && latest.coin_budget && latest.coin_budget.budget_usdt) ||
+        (state.chain && state.chain.coin_budget && state.chain.coin_budget.budget_usdt);
       btn.disabled = !(latest && latest.ok && latest.can_open && !(latest.sizing && latest.sizing.ok === false));
-      btn.textContent = (latest && latest.can_open) ? "限价买入 @ 卖一" : "暂无卖一深度,无法开仓";
+      if (!(latest && latest.can_open) || (latest && latest.sizing && latest.sizing.ok === false)) {
+        btn.textContent = coinMode
+          ? ((latest && (latest.msg || (latest.sizing && latest.sizing.msg))) || "无法开仓")
+          : "暂无卖一深度,无法开仓";
+      } else if (coinMode) {
+        const buyU = latest && latest.sizing && latest.sizing.buy_usdt != null
+          ? latest.sizing.buy_usdt
+          : null;
+        btn.textContent =
+          buyU != null
+            ? ("买币并开仓(约 " + Number(buyU).toFixed(2) + " USDT)")
+            : (bud != null ? "买币并开仓(预算上限 ≈ " + Number(bud).toFixed(2) + " USDT)" : "买币并开仓 @ 卖一");
+      } else {
+        btn.textContent = "限价买入 @ 卖一";
+      }
     }
   }
 
@@ -1498,10 +1603,18 @@
     const closePreview = p.close_preview || {};
     const closeSheets = p.avail_pos != null && Number(p.avail_pos) > 0 ? p.avail_pos : p.pos;
     const tickSz = p.tick_sz;
-    const premTxt = fmtDisplay(p.premium_paid_fmt, p.premium_paid != null ? fmtUsdc(p.premium_paid) : null);
+    const premCcy = posPremiumCcy(p);
+    const coinPos = isCoinPos(p);
+    const premTxt = fmtDisplay(
+      p.premium_paid_fmt,
+      p.premium_paid != null ? fmtPremiumAmt(p.premium_paid, premCcy) : null
+    );
     // 优先用数值+tick 现算,避免接口侧 mark_px_fmt 带着浮点毛刺直出
     const avgTxt = p.avg_px != null ? fmtOptionPx(p.avg_px, tickSz) : fmtDisplay(p.avg_px_fmt);
     const markTxt = p.mark_px != null ? fmtOptionPx(p.mark_px, tickSz) : fmtDisplay(p.mark_px_fmt);
+    const netTxt = closePreview.bid_invalid || net == null
+      ? "—"
+      : (fmtPremiumAmt(net, premCcy) + (coinPos ? (" " + premCcy) : ""));
     return (
       '<div class="pos-card-head">' +
       '<div class="pos-card-symbol"><strong>' + (p.inst_id || "") + '</strong>' +
@@ -1520,21 +1633,21 @@
         : "") +
       "</div>" +
       '<div class="pos-grid">' +
-      '<div class="pos-cell"><span class="pos-label">权利金</span><span class="pos-value">' + premTxt + " USDC</span></div>" +
+      '<div class="pos-cell"><span class="pos-label">权利金</span><span class="pos-value">' + premTxt + " " + premCcy + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">开仓均价</span><span class="pos-value">' + avgTxt + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">标记价</span><span class="pos-value">' + markTxt + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">指数价</span><span class="pos-value">' + fmt(p.idx_px, 0) + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">到期平衡</span><span class="pos-value">' + fmt(p.expiry_be_px, 0) + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">平掉回本</span><span class="pos-value">' + fmt(p.close_be_px, 0) + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">净盈亏</span><span class="pos-value ' + uplCls + '">' +
-      (closePreview.bid_invalid || net == null ? "—" : fmt(net, 2)) + "</span></div>" +
+      netTxt + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">收益率</span><span class="pos-value ' + uplCls + '">' +
       (closePreview.bid_invalid || roi == null ? "—" : fmt(roi, 2) + "%") + "</span></div>" +
       '<div class="pos-cell opt-pos-cell--depth"><span class="pos-label">买盘深度</span><span class="pos-value opt-bid-plain">' + fmtCloseLevels(closePreview, tickSz) + "</span></div>" +
       '<div class="pos-cell opt-pos-cell--close"><span class="pos-label">按买盘回收</span><span class="pos-value">' +
       (closePreview.bid_invalid
         ? '<span class="muted">暂无有效买盘</span>'
-        : fmtClosePreview(closePreview, p.premium_paid)) + "</span></div>" +
+        : fmtClosePreview(closePreview, p.premium_paid, p)) + "</span></div>" +
       "</div>" +
       (function () {
         const hint = closeGateHint(closePreview);
@@ -1571,6 +1684,7 @@
     );
     const statePe = String(p.profit_exit_state || (enabled ? "active" : "idle"));
     const req = p.profit_exit_required_recycle;
+    const premCcy = posPremiumCcy(p);
     let statusTxt = enabled ? ("监控中 · " + multLabel) : "未开启";
     if (enabled && statePe === "closing") statusTxt = "平仓挂单中 · " + multLabel;
     return (
@@ -1587,7 +1701,7 @@
       '<span class="opt-target-armed">' + statusTxt + "</span>" +
       '<span class="muted opt-target-row-hint">' +
       (enabled
-        ? ("1倍=盈利=权利金" + (req != null ? (" · 需回收≥" + fmtUsdc(req)) : ""))
+        ? ("1倍=盈利=权利金" + (req != null ? (" · 需回收≥" + fmtPremiumAmt(req, premCcy) + " " + premCcy) : ""))
         : "开启后自选倍数;达标按买一限价平;可随时关闭") +
       "</span>" +
       "</div>"
@@ -1602,16 +1716,23 @@
     return null;
   }
 
-  function formatTargetEstimateHtml(optType, strike, targetIdx, ethAmount, premiumPaid) {
+  function formatTargetEstimateHtml(optType, strike, targetIdx, ethAmount, premiumPaid, indexPx, p) {
     const value = estimateExpiryValue(optType, strike, targetIdx, ethAmount);
-    const profit = estimateExpiryProfit(optType, strike, targetIdx, ethAmount, premiumPaid);
+    const profit = estimateExpiryProfit(optType, strike, targetIdx, ethAmount, premiumPaid, indexPx);
-    const rr = estimateProfitRr(profit, premiumPaid);
+    const rr = estimateProfitRr(profit, premiumPaid, indexPx);
     if (value == null && profit == null && rr == null) return "";
+    const coinPos = isCoinPos(p);
+    const valueUnit = coinPos ? " U(估)" : " USDC";
+    const profitTxt = profit == null
+      ? "—"
+      : (coinPos
+        ? ((Number(profit) > 0 ? "+" : "") + fmtUsdc(profit) + " U(估)")
+        : fmtUsdcSigned(profit));
     let html = '<span class="opt-target-est">';
     html += '<span class="opt-target-est-item"><span class="k">价值</span><span class="v">' +
-      (value == null ? "—" : fmtUsdc(value) + " USDC") + "</span></span>";
+      (value == null ? "—" : fmtUsdc(value) + valueUnit) + "</span></span>";
     html += '<span class="opt-target-est-item"><span class="k">预估盈利</span><span class="v ' + pnlCls(profit) + '">' +
-      (profit == null ? "—" : fmtUsdcSigned(profit)) + "</span></span>";
+      profitTxt + "</span></span>";
     html += '<span class="opt-target-est-item"><span class="k">盈亏比</span><span class="v ' + pnlCls(rr) + '">' +
       (rr == null ? "—" : fmtProfitRr(rr)) + "</span></span>";
     html += "</span>";
@@ -1658,7 +1779,7 @@
     const ethAmt = posEthAmount(p);
     const prem = p.premium_paid;
     const estHtml = armed
-      ? formatTargetEstimateHtml(p.opt_type, p.strike, tgt, ethAmt, prem)
+      ? formatTargetEstimateHtml(p.opt_type, p.strike, tgt, ethAmt, prem, p.idx_px, p)
       : '<span class="opt-target-est opt-target-est--idle"></span>';
     return (
       '<div class="opt-target-row" data-inst="' + inst + '"' +
@@ -1666,6 +1787,8 @@
       ' data-strike="' + (p.strike != null ? p.strike : "") + '"' +
       ' data-eth="' + (ethAmt != null ? ethAmt : "") + '"' +
       ' data-prem="' + (prem != null ? prem : "") + '"' +
+      ' data-idx="' + (p.idx_px != null ? p.idx_px : "") + '"' +
+      ' data-prem-ccy="' + posPremiumCcy(p) + '"' +
       ' data-armed-target="' + (armed ? tgt : "") + '">' +
       '<span class="opt-target-row-label">委托</span>' +
       '<input type="number" class="opt-pos-target-input" data-inst="' + inst + '" step="0.1" min="0" placeholder="监控目标指数" value="' +
@@ -1701,7 +1824,9 @@
       row.getAttribute("data-strike"),
       targetRaw,
       row.getAttribute("data-eth"),
-      row.getAttribute("data-prem")
+      row.getAttribute("data-prem"),
+      row.getAttribute("data-idx"),
+      { premium_ccy: row.getAttribute("data-prem-ccy"), margin_mode: row.getAttribute("data-prem-ccy") === "USDC" ? "usdc" : "coin", inst_id: row.getAttribute("data-inst") }
     );
     if (!html) {
       est.className = "opt-target-est opt-target-est--idle";
@@ -1747,7 +1872,8 @@
       (expAttr
         ? '<span class="opt-pos-bar-cd">到期 <span class="opt-expiry-cd" data-opt-exp-ms="' + expAttr + '">—</span></span>'
         : "") +
-      '<span class="opt-pos-bar-pnl ' + uplCls + '">' + (net == null ? "—" : fmt(net, 2) + " USDC") + "</span>" +
+      '<span class="opt-pos-bar-pnl ' + uplCls + '">' +
+      (net == null ? "—" : (fmtPremiumAmt(net, posPremiumCcy(p)) + " " + posPremiumCcy(p))) + "</span>" +
       '<span class="opt-pos-bar-roi ' + uplCls + '">' +
       (roi == null ? "—" : fmt(roi, 2) + "%") + "</span>" +
       "</span>" +
@@ -2003,12 +2129,20 @@
       return;
     }
     const lv = (preview.levels && preview.levels[0]) || {};
+    const posLike = {
+      inst_id: inst,
+      premium_ccy: q.premium_ccy || (preview.close_gate && preview.close_gate.premium_ccy) || null,
+      margin_mode: q.options_margin_mode || q.margin_mode || null,
+    };
+    const premCcy = posPremiumCcy(posLike);
     const msg = [
       "按买一限价卖出本轮可平张数?",
       "合约: " + inst,
       "锁定买一: " + (lv.px != null ? lv.px : "—") + " × " + (lv.sheets != null ? lv.sheets : preview.covered_sheets) + " 张",
-      "预计收回: " + fmtClosePreviewText(preview),
+      "预计收回: " + fmtClosePreviewText(preview, posLike),
-      preview.estimated_pnl != null ? "预估盈亏: " + fmt(preview.estimated_pnl, 4) + " USDC" : "",
+      preview.estimated_pnl != null
+        ? ("预估盈亏: " + fmtPremiumAmtSigned(preview.estimated_pnl, premCcy))
+        : "",
       preview.uncovered_sheets > 0 ? "\n注意: 买一深度不足,预计仍剩 " + preview.uncovered_sheets + " 张,需下次再平。" : ""
     ].filter(function (x) { return x !== ""; }).join("\n");
     if (!confirm(msg)) return;
@@ -2022,7 +2156,9 @@
       if (r.ok) {
         let okMsg = "买一平仓已提交 " + (r.submitted_sheets || 0) + " 张";
         if (r.locked_bid_px != null) okMsg += "\n锁定买一: " + r.locked_bid_px;
-        if (r.premium_received != null) okMsg += "\n预估收回: " + fmt(r.premium_received, 4) + " USDC";
+        if (r.premium_received != null) {
+          okMsg += "\n预估收回: " + fmtPremiumAmt(r.premium_received, premCcy) + " " + premCcy;
+        }
         if (r.remaining_sheets > 0) okMsg += "\n剩余: " + r.remaining_sheets + " 张(下次再平)";
         if (r.stopped_reason) okMsg += "\n状态: " + r.stopped_reason;
         alert(okMsg);

lib/common/static/options_position_cards.js

@@ -34,6 +34,28 @@
     return Number(v).toFixed(2);
   }
 
+  function posPremiumCcy(p) {
+    const ccy = String((p && p.premium_ccy) || "").trim().toUpperCase();
+    if (ccy) return ccy;
+    const mode = String((p && p.margin_mode) || "").toLowerCase();
+    const inst = String((p && p.inst_id) || "");
+    if (mode === "coin" || (inst.indexOf("-USD-") >= 0 && inst.indexOf("_UM") < 0)) {
+      return (inst.split("-")[0] || "ETH").toUpperCase() || "ETH";
+    }
+    return "USDC";
+  }
+
+  function fmtPremiumAmt(v, ccy) {
+    if (v === null || v === undefined || Number.isNaN(Number(v))) return "—";
+    const n = Number(v);
+    const unit = String(ccy || "USDC").toUpperCase();
+    if (unit === "ETH" || unit === "BTC") {
+      let s = n.toFixed(8).replace(/\.?0+$/, "");
+      return s || "0";
+    }
+    return fmtUsdc(n);
+  }
+
   function optTypeLabel(t) {
     return (t || "").toUpperCase() === "P" ? "看跌 Put" : "看涨 Call";
   }
@@ -136,9 +158,10 @@
     return (net / prem) * 100;
   }
 
-  function fmtClosePreview(preview, premiumPaid, hub) {
+  function fmtClosePreview(preview, premiumPaid, hub, p) {
     if (!preview || preview.total_received == null) return "—";
-    const recvTxt = fmtUsdc(preview.total_received);
+    const ccy = posPremiumCcy(p);
+    const recvTxt = fmtPremiumAmt(preview.total_received, ccy);
     let cls = "";
     const prem = Number(premiumPaid);
     const recv = Number(preview.total_received);
@@ -146,7 +169,7 @@
       if (recv > prem) cls = " " + pnlCls(1, hub);
       else if (recv < prem) cls = " " + pnlCls(-1, hub);
     }
-    return '<span class="opt-close-value' + cls + '">' + recvTxt + " USDC</span>";
+    return '<span class="opt-close-value' + cls + '">' + recvTxt + " " + ccy + "</span>";
   }
 
   function expiryCdHtml(expMs) {
@@ -168,7 +191,11 @@
     const expAttr = expMs != null && expMs !== "" ? String(expMs) : "";
     const closePreview = p.close_preview || {};
     const tickSz = p.tick_sz;
-    const premTxt = fmtDisplay(p.premium_paid_fmt, p.premium_paid != null ? fmtUsdc(p.premium_paid) : null);
+    const premCcy = posPremiumCcy(p);
+    const premTxt = fmtDisplay(
+      p.premium_paid_fmt,
+      p.premium_paid != null ? fmtPremiumAmt(p.premium_paid, premCcy) : null
+    );
     const avgTxt = p.avg_px != null ? fmtOptionPx(p.avg_px, tickSz) : fmtDisplay(p.avg_px_fmt);
     const markTxt = p.mark_px != null ? fmtOptionPx(p.mark_px, tickSz) : fmtDisplay(p.mark_px_fmt);
     let headActions = "";
@@ -182,7 +209,7 @@
     const pnlCells = hidePnl
       ? ""
       : '<div class="pos-cell"><span class="pos-label">净盈亏</span><span class="pos-value ' + uplCls + '">' +
-        (net == null ? "—" : fmt(net, 2)) + "</span></div>" +
+        (net == null ? "—" : (fmtPremiumAmt(net, premCcy) + (premCcy !== "USDC" ? (" " + premCcy) : ""))) + "</span></div>" +
         '<div class="pos-cell"><span class="pos-label">收益率</span><span class="pos-value ' + uplCls + '">' +
         (roi == null ? "—" : fmt(roi, 2) + "%") + "</span></div>";
     return (
@@ -202,7 +229,7 @@
         : "") +
       "</div>" +
       '<div class="pos-grid">' +
-      '<div class="pos-cell"><span class="pos-label">权利金</span><span class="pos-value">' + premTxt + " USDC</span></div>" +
+      '<div class="pos-cell"><span class="pos-label">权利金</span><span class="pos-value">' + premTxt + " " + premCcy + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">开仓均价</span><span class="pos-value">' + avgTxt + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">标记价</span><span class="pos-value">' + markTxt + "</span></div>" +
       '<div class="pos-cell"><span class="pos-label">指数价</span><span class="pos-value">' + fmt(p.idx_px, 0) + "</span></div>" +
@@ -213,7 +240,7 @@
       '<div class="pos-cell opt-pos-cell--close"><span class="pos-label">按买盘回收</span><span class="pos-value">' +
       (closePreview.bid_invalid
         ? '<span class="muted">暂无有效买盘</span>'
-        : fmtClosePreview(closePreview, hidePnl ? null : p.premium_paid, hub)) + "</span></div>" +
+        : fmtClosePreview(closePreview, hidePnl ? null : p.premium_paid, hub, p)) + "</span></div>" +
       "</div>" +
       (function () {
         const hint = closeGateHint(closePreview);
@@ -226,6 +253,7 @@
             const strike = Number(p.strike);
             const tgt = Number(p.target_index);
             const prem = Number(p.premium_paid);
+            const idx = Number(p.idx_px);
             let profit = null;
             let value = null;
             if (Number.isFinite(tgt) && Number.isFinite(strike) && eth > 0) {
@@ -233,10 +261,17 @@
               const intrinsic = o === "C" ? Math.max(0, tgt - strike) : o === "P" ? Math.max(0, strike - tgt) : null;
               if (intrinsic != null) {
                 value = Math.round(intrinsic * eth * 100) / 100;
-                if (!hidePnl && Number.isFinite(prem)) profit = Math.round((value - prem) * 100) / 100;
+                if (!hidePnl && Number.isFinite(prem)) {
+                  let premUsd = prem;
+                  if (premCcy !== "USDC" && Number.isFinite(idx) && idx > 0) premUsd = prem * idx;
+                  profit = Math.round((value - premUsd) * 100) / 100;
                 }
               }
-            const profitTxt = profit == null ? "—" : ((profit > 0 ? "+" : "") + fmtUsdc(profit) + " USDC");
+            }
+            const valueUnit = premCcy !== "USDC" ? " U(估)" : " USDC";
+            const profitTxt = profit == null
+              ? "—"
+              : ((profit > 0 ? "+" : "") + fmtUsdc(profit) + (premCcy !== "USDC" ? " U(估)" : " USDC"));
             const profitCls = profit > 0 ? " pnl-pos" : profit < 0 ? " pnl-neg" : "";
             const hedgeTarget = p.hedge_plan_target || null;
             const managed = hedgeTarget && hedgeTarget.managed_by === "hedge_plan";
@@ -247,7 +282,7 @@
               '<div class="opt-target-row opt-target-row--ro' + (managed ? " opt-target-row--managed" : "") + '">' +
               '<span class="opt-target-row-label">' + (managed ? "对冲计划 #" + hedgeTarget.plan_id : "委托") + "</span>" +
               '<span class="pos-value">目标 ' + fmt(p.target_index, 1) + "</span>" +
-              '<span class="pos-value">价值 ' + (value == null ? "—" : fmtUsdc(value) + " USDC") + "</span>" +
+              '<span class="pos-value">价值 ' + (value == null ? "—" : fmtUsdc(value) + valueUnit) + "</span>" +
               profitSpan +
               '<span class="muted opt-target-row-hint">' +
               (managed ? "进行中 · 由对冲计划监控，到位后仅平盈利腿" : "监控中 · 到位按买一限价平") +

lib/env/env_schema.py

@@ -49,6 +49,7 @@ HOT_RELOAD_EXACT = frozenset({
     "RISK_PERCENT",
     "MAX_ACTIVE_POSITIONS",
     "MANUAL_MIN_PLANNED_RR",
+    "KEY_AUTO_MIN_PLANNED_RR",
     "DAILY_OPEN_ALERT_THRESHOLD",
     "DAILY_OPEN_HARD_LIMIT",
     "TRADING_DAY_RESET_HOUR",
@@ -59,6 +60,7 @@ HOT_RELOAD_EXACT = frozenset({
     "RISK_MANUAL_CLOSE_DAILY_LIMIT",
     "RISK_DAILY_LOSS_LIMIT",
     "RISK_MOOD_ISSUES_DAILY_FREEZE",
+    "KEY_AUTO_ORDER_ENABLED",
     "TRADE_DIRECTION_RESTRICT_ENABLED",
     "TRADE_DIRECTION",
     "TRADE_SYMBOL_RESTRICT_ENABLED",
@@ -98,11 +100,12 @@ HOT_RELOAD_EXACT = frozenset({
     "OKX_OPTIONS_COMPOUND_FULL_CAP_USDC",
     "OKX_OPTIONS_TRADE_BUDGET_USDC",
     "OKX_OPTIONS_BUDGET_BUFFER",
+    "OKX_OPTIONS_COIN_COMPOUND",
+    "OKX_OPTIONS_COIN_BUDGET_USDT",
+    "OKX_OPTIONS_COIN_MAX_USDT_ENABLED",
+    "OKX_OPTIONS_COIN_MAX_USDT",
+    "OKX_OPTIONS_COIN_SPOT_BUY_BUFFER",
     "OKX_TRADE_MODE",
-    "SIM_DEFAULT_MODE",
-    "SIM_INITIAL_EQUITY_USDT",
-    "SIM_INITIAL_USDC",
-    "SIM_FEE_RATE",
     "MAX_ACTIVE_HEDGE_PLANS",
     "HEDGE_PLAN_LIVE_ORDER",
     "HEDGE_PLAN_OPTION_PRIMARY",
@@ -124,6 +127,7 @@ HOT_RELOAD_EXACT = frozenset({
 SENSITIVE_EXACT = frozenset({
     "APP_PASSWORD",
     "FLASK_SECRET_KEY",
+    "HUB_BRIDGE_TOKEN",
     "OPENAI_API_KEY",
 })
 
@@ -163,9 +167,9 @@ SELECT_OPTIONS: dict[str, tuple[tuple[str, str], ...]] = {
         ("perp_options", "永期对冲"),
         ("options_options", "期期对冲"),
     ),
-    "SIM_DEFAULT_MODE": (
+    "OKX_OPTIONS_MARGIN_MODE": (
-        ("sim", "模拟(sim)"),
+        ("coin", "币本位(USDT买币桥)"),
-        ("live", "实盘(live)"),
+        ("usdc", "USDC(USDⓈ权利金)"),
     ),
     "HEDGE_PLAN_OPTION_PRIMARY": (
         ("true", "以期权为主"),

lib/env/env_ui_manifest.py

@@ -17,44 +17,9 @@ from lib.env.env_schema import (
 )
 
 # 各所「交易所与实盘」字段(顺序即页面顺序)
-_OKX_LIVE_ONLY_KEYS = frozenset(
-    {
-        "LIVE_TRADING_ENABLED",
-        "OKX_API_KEY",
-        "OKX_API_SECRET",
-        "OKX_API_PASSPHRASE",
-    }
-)
-
-_SIM_FUNDS_SECTION: dict[str, Any] = {
-    "title": "模拟资金",
-    "fields": [
-        (
-            "SIM_INITIAL_EQUITY_USDT",
-            "初始权益 USDT",
-            "重置模拟钱包时写入资金账户 USDT;改完需在系统设置「模拟资金」点重置才生效",
-        ),
-        (
-            "SIM_INITIAL_USDC",
-            "初始 USDC",
-            "重置时写入期权侧 USDC;改完需重置才生效",
-        ),
-        (
-            "SIM_FEE_RATE",
-            "模拟手续费率",
-            "如 0.0005=万五;撮合立即按此费率扣费",
-        ),
-    ],
-}
-
 _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"),
-            "SIM_DEFAULT_MODE",
-            "撮合模式",
-            "sim=本地模拟资金; live=实盘.保存后立即切换;sim 下隐藏 API/实盘开关",
-        ),
-        ("LIVE_TRADING_ENABLED", "开启实盘下单", "仅 live 模式下生效;关闭时即使 live 也不向交易所发单"),
         ("OKX_API_KEY", "API Key", "账户 API(永续+期权共用)"),
         ("OKX_API_SECRET", "API Secret", "账户 API(永续+期权共用)"),
         ("OKX_API_PASSPHRASE", "API Passphrase", "OKX 必填"),
@@ -94,6 +59,70 @@ _SHARED_SECTIONS: list[dict[str, Any]] = [
             ("WECHAT_TIMEOUT_SECONDS", "推送超时(秒)", "默认 10"),
         ],
     },
+    {
+        "title": "交易执行",
+        "fields": [
+            ("POSITION_SIZING_MODE", "计仓模式", "切换须无仓后重启"),
+            ("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", ""),
+            ("TRADE_DIRECTION", "允许方向", "需同时开启「方向限制开关」才生效"),
+            ("TRADE_SYMBOL_RESTRICT_ENABLED", "币种白名单开关", ""),
+            ("TRADE_SYMBOL_WHITELIST", "白名单币种", "逗号分隔,如 BTC,ETH"),
+            ("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",
+                "默认 true;开启则北京时间切点前禁止斐波登记与人工开仓;说明见风控说明·交易执行",
+            ),
+            ("MAX_ACTIVE_POSITIONS", "最大同时持仓", ""),
+            ("MANUAL_MIN_PLANNED_RR", "人工最低盈亏比", "如 1.4"),
+            ("KEY_AUTO_ORDER_ENABLED", "关键位自动单", "关闭后箱体/收敛/斐波等不自动开仓;支撑阻力提醒仍可用"),
+            ("KEY_AUTO_MIN_PLANNED_RR", "关键位最低盈亏比", "自动单计划 RR 须严格大于该值,默认 1.5"),
+            ("FORCE_CLOSE_ENABLED", "强制清仓开关", ""),
+            ("FORCE_CLOSE_BJ_HOUR", "强制清仓整点(北京)", ""),
+            ("FORCE_CLOSE_GRACE_MINUTES", "强制清仓窗口(分钟)", "默认 5;整点起该分钟内执行并禁止开仓"),
+        ],
+    },
+    {
+        "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_DAILY_LOSS_LIMIT", "日亏损次数上限", "默认2;达限当日冻结开仓;0=不因亏损次数冻结"),
+            ("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", "余额不足时从此账户划入交易账户"),
+            ("AUTO_TRANSFER_TO", "划入账户", "目标余额所在账户,一般为 swap"),
+            ("AUTO_TRANSFER_BJ_HOUR", "执行整点(北京时间)", ""),
+            ("TRANSFER_CCY", "划转币种", ""),
+        ],
+    },
+    {
+        "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)", ""),
+        ],
+    },
 ]
 
 _MODE_SECTION: dict[str, Any] = {
@@ -114,16 +143,46 @@ _OPTIONS_SECTION: dict[str, Any] = {
     "fields": [
         ("OKX_OPTIONS_ENABLED", "启用期权模块", "与永续共用上方 OKX_API_*;不再单独配置期权密钥"),
         ("OKX_OPTIONS_ACCOUNT_LABEL", "期权账户备注", ""),
+        (
+            "OKX_OPTIONS_MARGIN_MODE",
+            "单笔期权本位",
+            "usdc=USDⓈ权利金;coin=币本位+USDT买币桥(默认)。有持仓/半成品桥时勿切换;改后需重启",
+        ),
         (
             "OKX_OPTIONS_TRADE_BUDGET_USDC",
             "单笔预算(USDC)",
-            "仅全仓复利关闭时显示/生效;用于「按可用余额打满」及张数/币数上限",
+            "仅 USDC 模式且全仓复利关闭时显示/生效;用于「按可用余额打满」及张数/币数上限",
+        ),
+        ("OKX_OPTIONS_BUDGET_BUFFER", "预算缓冲比例", "如 0.95;USDC 打满/全仓复利与币本位复利共用"),
+        (
+            "OKX_OPTIONS_COIN_COMPOUND",
+            "币本位按交易户USDT复利",
+            "默认 true;预算=交易账户USDT×缓冲;关闭则用下方固定 USDT 预算×缓冲",
+        ),
+        (
+            "OKX_OPTIONS_COIN_BUDGET_USDT",
+            "币本位固定预算(USDT)",
+            "仅币本位且复利关闭时生效",
+        ),
+        (
+            "OKX_OPTIONS_COIN_MAX_USDT_ENABLED",
+            "币本位单笔上限开关",
+            "默认 false=靠人工转走控规模;true 时预算不超过下方 N U",
+        ),
+        (
+            "OKX_OPTIONS_COIN_MAX_USDT",
+            "币本位单笔上限(USDT)",
+            "仅上限开关开启时生效",
+        ),
+        (
+            "OKX_OPTIONS_COIN_SPOT_BUY_BUFFER",
+            "币本位现货买入缓冲",
+            "相对权利金倍数,默认 1.10(=多买10%);也可写 0.10 表示+10%。按最大可开张数×卖一权利金×本缓冲买币,不全额兑换",
         ),
-        ("OKX_OPTIONS_BUDGET_BUFFER", "预算缓冲比例", "如 0.95;打满/全仓复利共用"),
         (
             "OKX_OPTIONS_COMPOUND_FULL_ENABLED",
             "全仓复利开关",
-            "默认 true;开启时隐藏单笔预算且不可用打满预算,下单以全仓复利为主;关闭则恢复单笔预算并隐藏全仓复利",
+            "默认 true;仅 USDC 模式。开启时隐藏单笔预算且不可用打满预算,下单以全仓复利为主;关闭则恢复单笔预算并隐藏全仓复利",
         ),
         (
             "OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED",
@@ -191,12 +250,6 @@ _HEDGE_PO_FIELDS: list[tuple[str, str, str]] = [
         "永期模式(以期权为主/保险)",
         "默认 true=以期权为主;false=保险模式;页面标题前显示标识,不可在页内切换",
     ),
-    ("POSITION_SIZING_MODE", "永续计仓模式", "切换须无仓后重启;以损定仓 / 全仓杠杆"),
-    ("RISK_PERCENT", "以损定仓风险%", "永续腿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", "永续腿"),
-    ("ALT_LEVERAGE", "山寨默认杠杆", "永续腿"),
-    ("TRADING_DAY_RESET_HOUR", "交易日切点(北京时间)", "整点,默认 8;顶栏统计切日"),
     ("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"),
@@ -271,7 +324,6 @@ _RUNTIME_ENV_DEFAULTS: dict[str, str] = {
     "OKX_OPTIONS_MAX_DTE_DAYS": "2",
     "OKX_OPTIONS_MAX_ACTIVE_POSITIONS": "0",
     "OKX_TRADE_MODE": "options",
-    "SIM_DEFAULT_MODE": "sim",
     "MAX_ACTIVE_HEDGE_PLANS": "1",
     "HEDGE_PLAN_OO_CLOSE_MODE_ENABLED": "true",
     "HEDGE_PLAN_OO_BIAS_SPLIT_BY": "budget",
@@ -284,16 +336,6 @@ _RUNTIME_ENV_DEFAULTS: dict[str, str] = {
 
 
 def _effective_env_value(key: str, file_values: dict[str, str], schema_default: str = "") -> str:
-    if key == "SIM_DEFAULT_MODE":
-        # 展示当前生效撮合模式(运行时 trading.mode 优先)
-        try:
-            from lib.sim.mode_lib import peek_persisted_trading_mode
-
-            cur = peek_persisted_trading_mode()
-            if cur:
-                return cur
-        except Exception:
-            pass
     if key == "OKX_TRADE_MODE":
         # 展示值必须与运行时 get_okx_trade_mode() 一致,避免未写入时默认 options 静默改模式
         file_val = str(file_values.get(key) or "").strip() if key in file_values else ""
@@ -402,41 +444,15 @@ def _hedge_fields_for_mode(mode: str) -> list[tuple[str, str, str]]:
     return []
 
 
-def _trading_mode_for_env_ui() -> str:
-    try:
-        from lib.sim.mode_lib import peek_persisted_trading_mode, default_trading_mode
-
-        return peek_persisted_trading_mode() or default_trading_mode()
-    except Exception:
-        return "sim"
-
-
-def _okx_exchange_fields_for_trading_mode(trading_mode: str) -> list[tuple[str, str, str]]:
-    fields = list(_EXCHANGE_LIVE_FIELDS["okx"])
-    tm = (trading_mode or "").strip().lower()
-    if tm == "sim":
-        return [f for f in fields if f[0] not in _OKX_LIVE_ONLY_KEYS]
-    return fields
-
-
 def ui_sections_for_exchange(
     exchange_key: str,
     *,
     mode: str | None = None,
-    trading_mode: str | None = None,
 ) -> list[dict[str, Any]]:
     ex = (exchange_key or "").strip().lower()
     sections: list[dict[str, Any]] = []
-    tm = (trading_mode or "").strip().lower()
-    if not tm:
-        tm = _trading_mode_for_env_ui() if ex == "okx" else "live"
-    if ex == "okx":
-        live_fields = _okx_exchange_fields_for_trading_mode(tm)
-    else:
     live_fields = _EXCHANGE_LIVE_FIELDS.get(ex, _EXCHANGE_LIVE_FIELDS["okx"])
     sections.append({"title": "交易所与实盘", "fields": live_fields})
-    if ex == "okx" and tm == "sim":
-        sections.append(_SIM_FUNDS_SECTION)
     sections.extend(_SHARED_SECTIONS)
     if ex in _MODE_SECTION.get("exchanges", frozenset()):
         from lib.hedge_plan.okx_trade_mode_lib import normalize_okx_trade_mode
@@ -462,11 +478,7 @@ def ui_allowed_keys(exchange_key: str) -> frozenset[str]:
     ex = (exchange_key or "").strip().lower()
     if ex == "okx":
         keys.add("OKX_TRADE_MODE")
-        keys.add("SIM_DEFAULT_MODE")
+        # 允许写入遗留键,避免旧自动化/手改失败;页面不再展示
-        # 切模式后同请求可能带上对侧字段,始终放行
-        keys.update(_OKX_LIVE_ONLY_KEYS)
-        for item in _SIM_FUNDS_SECTION["fields"]:
-            keys.add(item[0])
         for item in _HEDGE_PLAN_SECTION["fields"]:
             keys.add(item[0])
         for item in _OPTIONS_SECTION["fields"]:
@@ -482,14 +494,9 @@ def build_env_ui_payload(
     schema = _schema_field_map(example_path)
     env_lines = read_env_lines(env_path)
     values = env_get_all(env_lines)
-    trading_mode = ""
-    if (exchange_key or "").strip().lower() == "okx":
-        trading_mode = _effective_env_value("SIM_DEFAULT_MODE", values, "sim") or _trading_mode_for_env_ui()
     groups: list[dict[str, Any]] = []
     for sec in ui_sections_for_exchange(
-        exchange_key,
+        exchange_key, mode=values.get("OKX_TRADE_MODE") or ""
-        mode=values.get("OKX_TRADE_MODE") or "",
-        trading_mode=trading_mode,
     ):
         fields = [
             _build_field(key, label, note, schema, values)

lib/exchange/okx_options_lib.py

@@ -19,7 +19,7 @@ from lib.options.options_pricing_lib import (
 )
 
 _OKX_OPTION_ERR_ZH: dict[str, str] = {
-    "51008": "可用余额或保证金不足(期权买入请确认交易账户 USDC 足够)",
+    "51008": "可用余额或保证金不足(币本位请确认交易账户 ETH/BTC 足够;USDC 模式请确认 USDC 足够)",
     "51018": "期权账户不能持有净空头头寸",
     "51019": "期权买入须使用逐仓模式(全仓模式下不能持有多头净头寸)",
 }
@@ -47,11 +47,18 @@ def _okx_trade_error_message(exc: BaseException | None = None, resp: Any = None)
         msg = str(row.get("sMsg") or "").strip()
         low = msg.lower()
         if code == "51008":
-            # 勿写死「资金账户 USDT」:期权开仓常因交易户 USDC 不足
+            # 勿写死「资金账户 USDT」:USDC 模式常因交易户 USDC 不足;币本位则是标的币不足
             if "usdc" in low:
                 return "交易账户 USDC 可用余额不足"
             if "usdt" in low:
-                return "USDT 可用余额不足(期权请先兑成 USDC 并划入交易账户)"
+                return "USDT 可用余额不足"
+            try:
+                from lib.options.options_margin_mode_lib import is_coin_margin_mode
+
+                if is_coin_margin_mode():
+                    return "可用余额或保证金不足(币本位请确认交易账户 ETH/BTC 足够,或减少张数)"
+            except Exception:
+                pass
             return _OKX_OPTION_ERR_ZH["51008"]
         zh = _OKX_OPTION_ERR_ZH.get(code)
         if zh:
@@ -164,6 +171,21 @@ def format_usdc_amount(v: float | None) -> str | None:
     return f"{float(v):.2f}"
 
 
+def format_premium_amount(v: float | None, *, ccy: str | None = "USDC") -> str | None:
+    """权利金/回收金额文案:USDC 2 位;币本位 ETH/BTC 最多 8 位去尾零."""
+    if v is None:
+        return None
+    try:
+        n = float(v)
+    except (TypeError, ValueError):
+        return None
+    unit = (ccy or "USDC").strip().upper() or "USDC"
+    if unit in ("ETH", "BTC"):
+        txt = f"{n:.8f}".rstrip("0").rstrip(".")
+        return txt or "0"
+    return f"{n:.2f}"
+
+
 def is_option_full_close_history(raw: dict[str, Any]) -> bool:
     """仅保留 OKX 历史仓位中的「全部平仓/强平/ADL 全平」记录,排除部分平仓."""
     close_type = str(raw.get("type") or "").strip()
@@ -509,8 +531,8 @@ def fetch_account_balances_by_type(
     ex: ccxt.okx,
     account_type: str,
 ) -> tuple[dict[str, float | None], dict[str, float | None]]:
-    out: dict[str, float | None] = {"USDT": None, "USDC": None, "USDG": None}
+    out: dict[str, float | None] = {"USDT": None, "USDC": None, "USDG": None, "ETH": None, "BTC": None}
-    avail: dict[str, float | None] = {"USDT": None, "USDC": None, "USDG": None}
+    avail: dict[str, float | None] = {"USDT": None, "USDC": None, "USDG": None, "ETH": None, "BTC": None}
     try:
         bal = ex.fetch_balance(params={"type": account_type})
         for c in out:
@@ -525,8 +547,8 @@ def fetch_funding_balances_via_asset_api(
     ex: ccxt.okx,
 ) -> tuple[dict[str, float | None], dict[str, float | None]]:
     """OKX 资金账户余额(GET /api/v5/asset/balances),比 ccxt fetch_balance 更准确."""
-    out: dict[str, float | None] = {"USDT": None, "USDC": None, "USDG": None}
+    out: dict[str, float | None] = {"USDT": None, "USDC": None, "USDG": None, "ETH": None, "BTC": None}
-    avail: dict[str, float | None] = {"USDT": None, "USDC": None, "USDG": None}
+    avail: dict[str, float | None] = {"USDT": None, "USDC": None, "USDG": None, "ETH": None, "BTC": None}
     try:
         resp = ex.private_get_asset_balances({})
         for row in (resp or {}).get("data") or []:
@@ -609,24 +631,34 @@ def fetch_options_balances(
     funding = _merge_balance_maps(funding, asset_funding)
     funding_avail = _merge_balance_maps(funding_avail, asset_funding_avail)
     trading, trading_avail = fetch_account_balances_by_type(ex, "trading")
-    if trading.get("USDC") is None:
+    # OKX 统一账户:option 客户端拉 type=trading 常缺 USDT/币;用 swap 补齐缺失项
+    if any(trading.get(c) is None for c in ("USDT", "USDC", "ETH", "BTC")):
         swap_bal, swap_avail = fetch_account_balances_by_type(ex, "swap")
-        if swap_bal.get("USDC") is not None:
+        for ccy in ("USDT", "USDC", "USDG", "ETH", "BTC"):
-            trading["USDC"] = swap_bal["USDC"]
+            if trading.get(ccy) is None and swap_bal.get(ccy) is not None:
-        if trading_avail.get("USDC") is None and swap_avail.get("USDC") is not None:
+                trading[ccy] = swap_bal[ccy]
-            trading_avail["USDC"] = swap_avail["USDC"]
+            if trading_avail.get(ccy) is None and swap_avail.get(ccy) is not None:
+                trading_avail[ccy] = swap_avail[ccy]
     result = {
         "scope": "main",
         "funding_usdt": funding.get("USDT"),
         "funding_usdc": funding.get("USDC"),
         "funding_usdg": funding.get("USDG"),
+        "funding_eth": funding.get("ETH"),
+        "funding_btc": funding.get("BTC"),
         "funding_usdt_avail": funding_avail.get("USDT"),
         "funding_usdc_avail": funding_avail.get("USDC"),
+        "funding_eth_avail": funding_avail.get("ETH"),
+        "funding_btc_avail": funding_avail.get("BTC"),
         "trading_usdt": trading.get("USDT"),
         "trading_usdc": trading.get("USDC"),
         "trading_usdg": trading.get("USDG"),
+        "trading_eth": trading.get("ETH"),
+        "trading_btc": trading.get("BTC"),
         "trading_usdt_avail": trading_avail.get("USDT"),
         "trading_usdc_avail": trading_avail.get("USDC"),
+        "trading_eth_avail": trading_avail.get("ETH"),
+        "trading_btc_avail": trading_avail.get("BTC"),
     }
     _OPTIONS_BALANCE_CACHE["updated_at"] = now
     _OPTIONS_BALANCE_CACHE["data"] = result
@@ -642,22 +674,63 @@ def options_header_balances(
 
     返回:(trading_usdc, funding_usdc, funding_usdt, trading_usdt)
     """
+    pack = options_header_balance_pack(ex, force=force)
+    return (
+        pack.get("trading_usdc"),
+        pack.get("funding_usdc"),
+        pack.get("funding_usdt"),
+        pack.get("trading_usdt"),
+    )
+
+
+def options_header_balance_pack(
+    ex: ccxt.okx,
+    *,
+    force: bool = False,
+) -> dict[str, Any]:
+    """顶栏/快照用期权资金包(含币本位 ETH/BTC)."""
+    import os
+
     bal = fetch_options_balances(ex, force=force)
 
-    def _round(v: Any) -> float | None:
+    def _round(v: Any, nd: int = 2) -> float | None:
         if v is None:
             return None
         try:
-            return round(float(v), 2)
+            return round(float(v), nd)
         except (TypeError, ValueError):
             return None
 
-    return (
+    def _round_coin(v: Any) -> float | None:
-        _round(bal.get("trading_usdc")),
+        if v is None:
-        _round(bal.get("funding_usdc")),
+            return None
-        _round(bal.get("funding_usdt")),
+        try:
-        _round(bal.get("trading_usdt")),
+            return round(float(v), 8)
-    )
+        except (TypeError, ValueError):
+            return None
+
+    try:
+        from lib.options.options_margin_mode_lib import normalize_options_margin_mode
+
+        margin_mode = normalize_options_margin_mode()
+    except Exception:
+        margin_mode = "usdc"
+    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")),
+        "funding_usdc": _round(bal.get("funding_usdc")),
+        "funding_usdt": _round(bal.get("funding_usdt")),
+        "trading_usdt": _round(bal.get("trading_usdt")),
+        "funding_eth": _round_coin(bal.get("funding_eth")),
+        "trading_eth": _round_coin(bal.get("trading_eth")),
+        "funding_btc": _round_coin(bal.get("funding_btc")),
+        "trading_btc": _round_coin(bal.get("trading_btc")),
+        "options_margin_mode": margin_mode,
+        "options_underly": underly,
+        "funding_coin": _round_coin(bal.get(f"funding_{coin_key}")),
+        "trading_coin": _round_coin(bal.get(f"trading_{coin_key}")),
+    }
 
 
 def fetch_index_price(ex: ccxt.okx, uly: str) -> float | None:
@@ -734,8 +807,18 @@ def build_option_chain(
     itm_only: bool = True,
     itm_max_dist_usd: float = 30.0,
     index_px: float | None = None,
+    margin_mode: str | None = None,
+    inst_family: str | None = None,
 ) -> dict[str, Any]:
     u = (underlying or "ETH").upper()
+    if inst_family:
+        family = str(inst_family).strip()
+    else:
+        try:
+            from lib.options.options_margin_mode_lib import inst_family_for_underlying
+
+            family = inst_family_for_underlying(u, margin_mode=margin_mode)
+        except Exception:
             family = f"{u}-USD_UM"
     uly = f"{u}-USD"
     idx = index_px if index_px is not None else fetch_index_price(ex, uly)
@@ -838,6 +921,8 @@ def build_option_chain(
         "underlying": u,
         "index_px": idx,
         "inst_family": family,
+        "margin_mode": "usdc" if "_UM" in family.upper() else "coin",
+        "premium_ccy": "USDC" if "_UM" in family.upper() else u,
         "expiries": exp_list,
         "instruments_count": len(instruments),
     }
@@ -1727,6 +1812,16 @@ def format_position_row(
         ct_mult=ct_mult,
     )
     exp_time_ms = normalize_option_exp_ms(pos.get("expTime"), inst_id)
+    try:
+        from lib.options.options_margin_mode_lib import margin_mode_from_inst_id, premium_ccy_for_mode
+
+        row_mode = margin_mode_from_inst_id(inst_id) if inst_id else "usdc"
+        underly = (inst_id.split("-")[0] if inst_id else "ETH") or "ETH"
+        premium_ccy = premium_ccy_for_mode(row_mode, underly)
+    except Exception:
+        row_mode = "usdc"
+        underly = (inst_id.split("-")[0] if inst_id else "ETH") or "ETH"
+        premium_ccy = "USDC"
     return {
         "inst_id": inst_id or pos.get("instId"),
         "pos": sheets,
@@ -1735,11 +1830,14 @@ def format_position_row(
         "mark_px": mark,
         "avg_px_fmt": format_option_px(avg, tick_sz) if avg is not None else None,
         "mark_px_fmt": format_option_px(mark, tick_sz) if mark is not None else None,
-        "premium_paid_fmt": format_usdc_amount(premium_paid),
+        "premium_paid_fmt": format_premium_amount(premium_paid, ccy=premium_ccy),
         "tick_sz": tick_sz,
         "ct_mult": ct_mult,
         "idx_px": idx_px,
         "premium_paid": premium_paid,
+        "margin_mode": row_mode,
+        "premium_ccy": premium_ccy,
+        "underlying": underly,
         "upl": upl,
         "upl_ratio_pct": round(upl_ratio * 100, 2) if upl_ratio is not None else None,
         "exp_time": exp_time_ms,

lib/hedge_plan/hedge_plan_register.py

@@ -832,6 +832,20 @@ def register_hedge_plan_routes(app: Flask, cfg: dict[str, Any]) -> None:
         body = request.get_json(silent=True) or {}
         plan_type = (body.get("plan_type") or "perp_options").strip().lower()
         dry_run = bool(body.get("dry_run")) or _env_bool("HEDGE_PLAN_DRY_RUN", False)
+        try:
+            from lib.options.options_margin_mode_lib import is_coin_margin_mode
+
+            if is_coin_margin_mode() and not dry_run:
+                return jsonify(
+                    {
+                        "ok": False,
+                        "msg": "当前单笔期权为币本位模式,对冲计划仅支持 USDC 期权;请将 OKX_OPTIONS_MARGIN_MODE=usdc 并重启后再开对冲",
+                    }
+                ), 400
+        except Exception as e:
+            return jsonify(
+                {"ok": False, "msg": f"期权本位校验失败,已拒绝开对冲: {e}"}
+            ), 400
         with _hedge_start_lock():
             gates = _gates_dict(cfg, plan_type)
             if not dry_run and not gates.get("can_start"):

lib/instance/instance_embed_context_lib.py

@@ -6,7 +6,7 @@ import os
 from dataclasses import dataclass
 from typing import Any
 
-EMBED_STRATEGY_PAGES = frozenset()
+EMBED_STRATEGY_PAGES = frozenset({"strategy", "strategy_trend", "strategy_roll", "strategy_records"})
 
 _WIN_EPS = 1e-9
 
@@ -55,15 +55,15 @@ def embed_render_plan(page: str, embed_mode: str | None) -> EmbedRenderPlan:
     is_strategy = page in EMBED_STRATEGY_PAGES
     return EmbedRenderPlan(
         exchange_capitals=is_shell,
-        records_rows=False,  # 永续交易记录页已移除
+        records_rows=page == "records",
         # 顶栏常驻:设置/风控/env 也要统计,否则首屏 SSR 为 0 后软切 tab 不会重绘顶栏
-        records_summary=False,
+        records_summary=is_shell and page != "records",
         key_history=page == "key_monitor",
-        key_list=page == "key_monitor" or is_strategy,
+        key_list=page in ("key_monitor", "trade") or is_strategy,
-        orders=False,  # 实盘下单界面已移除;对冲永续下单不依赖本页数据
+        orders=page == "trade" or is_strategy,
-        stats_bundle=False,
+        stats_bundle=page == "stats",
         strategy=is_strategy,
-        orphan_live=False,
+        orphan_live=page == "trade" and is_shell,
     )
 
 
@@ -103,9 +103,11 @@ def profit_loss_ratio_from_trades(trades: list[dict[str, Any]] | None) -> float
 def options_funding_label(
     funding_usdc: float | None,
     funding_usdt: float | None = None,
+    funding_eth: float | None = None,
+    margin_mode: str | None = None,
+    underly: str = "ETH",
 ) -> str:
-    """期权侧顶栏仅展示 USDC(USDT 归永续资金/交易账户).funding_usdt 参数保留兼容,忽略."""
+    """期权侧顶栏文案(仅 USDC 模式使用;币本位不展示期权资金/交易两列)."""
-    _ = funding_usdt
     if funding_usdc is None:
         return "—"
     try:
@@ -114,6 +116,59 @@ def options_funding_label(
         return "—"
 
 
+def _fmt_coin_amount(v: float | None, *, min_amt: float = 1e-6) -> str | None:
+    if v is None:
+        return None
+    try:
+        n = float(v)
+    except (TypeError, ValueError):
+        return None
+    if n < min_amt:
+        return None
+    txt = f"{n:.6f}".rstrip("0").rstrip(".")
+    return txt or None
+
+
+def trading_account_label(
+    usdt: float | None,
+    eth: float | None = None,
+    btc: float | None = None,
+    *,
+    margin_mode: str | None = None,
+) -> str:
+    """交易账户顶栏文案.
+
+    币本位:USDT / ETH / BTC(有余额才带上,不显示其它币种).
+    其它模式:xx.xxU.
+    """
+    try:
+        from lib.options.options_margin_mode_lib import normalize_options_margin_mode
+
+        mode = normalize_options_margin_mode(margin_mode)
+    except Exception:
+        mode = str(margin_mode or "coin").strip().lower() or "coin"
+    if mode != "coin":
+        if usdt is None:
+            return "—"
+        try:
+            return f"{float(usdt):.2f}U"
+        except (TypeError, ValueError):
+            return "—"
+    parts: list[str] = []
+    if usdt is not None:
+        try:
+            parts.append(f"{float(usdt):.2f} USDT")
+        except (TypeError, ValueError):
+            pass
+    eth_txt = _fmt_coin_amount(eth, min_amt=1e-6)
+    if eth_txt is not None:
+        parts.append(f"{eth_txt} ETH")
+    btc_txt = _fmt_coin_amount(btc, min_amt=1e-7)
+    if btc_txt is not None:
+        parts.append(f"{btc_txt} BTC")
+    return " / ".join(parts) if parts else "—"
+
+
 def total_funds_usdt(
     funding_usdt: float | None,
     trading_usdt: float | None,

lib/instance/instance_settings_register.py

@@ -26,10 +26,12 @@ from lib.instance.instance_pm2_lib import restart_instance_pm2
 from lib.instance.runtime_config_lib import apply_env_reload
 
 
-def _api_login_required():
+def _api_login_required(hub_token_write_allowed: bool = False):
     def decorator(f):
         @wraps(f)
         def wrapped(*args, **kwargs):
+            from lib.hub.hub_auth import request_allowed as hub_request_allowed
+
             logged_in = bool(session.get("logged_in"))
             auth_disabled = (os.getenv("APP_AUTH_DISABLED") or "").strip().lower() in (
                 "1",
@@ -37,7 +39,11 @@ def _api_login_required():
                 "yes",
                 "on",
             )
-            if auth_disabled or logged_in:
+            hub_hdr = (request.headers.get("X-Hub-Token") or "").strip()
+            bridge = (os.getenv("HUB_BRIDGE_TOKEN") or "").strip()
+            if hub_hdr and bridge and hub_hdr == bridge and not hub_token_write_allowed:
+                return jsonify({"ok": False, "msg": "Hub Token 不可修改实例设置"}), 403
+            if hub_request_allowed(logged_in, auth_disabled):
                 return f(*args, **kwargs)
             return jsonify({"ok": False, "msg": "未登录"}), 401
 
@@ -100,6 +106,24 @@ def register_instance_settings_routes(
         clean = coerce_hedge_partial_close_with_manual(clean, env_path=env_path)
         if not clean:
             return jsonify({"ok": True, "changed_keys": [], "restart_required": False})
+        if "OKX_OPTIONS_MARGIN_MODE" in clean:
+            try:
+                from lib.options.options_margin_mode_lib import normalize_options_margin_mode
+                from lib.options.options_spot_bridge_lib import mode_switch_block_msg
+
+                lines = read_env_lines(env_path)
+                old_mode = normalize_options_margin_mode(env_get(lines, "OKX_OPTIONS_MARGIN_MODE") or "coin")
+                new_mode = normalize_options_margin_mode(clean.get("OKX_OPTIONS_MARGIN_MODE"))
+                if old_mode != new_mode:
+                    conn_m = get_db()
+                    try:
+                        block = mode_switch_block_msg(conn_m, None)
+                        if block:
+                            return jsonify({"ok": False, "msg": block}), 400
+                    finally:
+                        conn_m.close()
+            except Exception as e:
+                return jsonify({"ok": False, "msg": f"本位切换校验失败: {e}"}), 400
         changed = apply_env_updates(env_path, clean)
         groups = parse_env_example_schema(example_path)
         reload_info = apply_env_reload(env_path, get_db, changed, groups)

lib/instance/templates/embed_boot_scripts.html

@@ -268,7 +268,7 @@ function toggleListWindowCustom(){
 
 function applyListWindow(){
     const qs = listWindowQueryString();
-    const path = window.location.pathname || "/options";
+    const path = window.location.pathname || "/trade";
     window.location.href = qs ? (path + "?" + qs) : path;
 }
 
@@ -1136,13 +1136,36 @@ function paintRealtimePnlFromSnapshot(data){
     }
 }
 
-function formatOptionsFundingLabel(usdc, usdt) {
+function formatOptionsFundingLabel(usdc, usdt, eth, marginMode, underly) {
-    // 期权侧顶栏仅 USDC;usdt 参数忽略(USDT 在永续资金/交易账户)
     if (usdc === null || usdc === undefined || usdc === "") return "—";
     const n = Number(usdc);
     if (Number.isNaN(n)) return "—";
     return `${n.toFixed(2)} USDC`;
 }
+function formatTradingAccountLabel(usdt, eth, btc, marginMode) {
+    const mode = String(marginMode || "coin").toLowerCase();
+    if (mode !== "coin") {
+        if (usdt === null || usdt === undefined || usdt === "") return "—";
+        const n = Number(usdt);
+        if (Number.isNaN(n)) return "—";
+        return `${n.toFixed(2)}U`;
+    }
+    const parts = [];
+    if (usdt !== null && usdt !== undefined && usdt !== "") {
+        const n = Number(usdt);
+        if (!Number.isNaN(n)) parts.push(`${n.toFixed(2)} USDT`);
+    }
+    const pushCoin = (v, ccy) => {
+        if (v === null || v === undefined || v === "") return;
+        const n = Number(v);
+        if (Number.isNaN(n) || !(n >= (ccy === "BTC" ? 1e-7 : 1e-6))) return;
+        const txt = String(n.toFixed(6)).replace(/\.?0+$/, "");
+        parts.push(`${txt || "0"} ${ccy}`);
+    };
+    pushCoin(eth, "ETH");
+    pushCoin(btc, "BTC");
+    return parts.length ? parts.join(" / ") : "—";
+}
 
 function setFundsFieldText(field, text){
     if(text == null || text === "") return;
@@ -1156,6 +1179,11 @@ function applyPerpFundsVisibility(show){
         el.style.display = on ? "" : "none";
     });
 }
+function applyOptionsFundsVisibility(show){
+    document.querySelectorAll("[data-options-funds='1']").forEach((el) => {
+        el.style.display = show ? "" : "none";
+    });
+}
 function accountSnapshotFundingMissing(data){
     if(!data || typeof data !== "object") return true;
     if(data.show_perp_funds === false){
@@ -1175,16 +1203,13 @@ function accountSnapshotFundingMissing(data){
 let accountSnapshotRetryCount = 0;
 function applyAccountSnapshot(data){
     if(!data || typeof data !== "object") return;
-    if(data.updated_at){
+    const coinMode = String(data.options_margin_mode || "coin").toLowerCase() === "coin";
-        const updatedEl = document.getElementById("price-last-updated");
-        if(updatedEl) updatedEl.innerText = data.updated_at;
-    }
     if(typeof data.show_perp_funds !== "undefined"){
-        applyPerpFundsVisibility(data.show_perp_funds);
+        applyPerpFundsVisibility(data.show_perp_funds !== false || coinMode);
-    }
+    } else if (coinMode) {
-    if(data.exchange_mode_label){
+        applyPerpFundsVisibility(true);
-        setFundsFieldText("exchange-mode-label", data.exchange_mode_label);
     }
+    applyOptionsFundsVisibility(!coinMode);
     if(data.funding_usdt != null && data.funding_usdt !== ""){
         setFundsFieldText("total-capital", `${Number(data.funding_usdt).toFixed(2)}U`);
     }
@@ -1192,14 +1217,34 @@ function applyAccountSnapshot(data){
         setFundsFieldText("total-funds", `${Number(data.total_funds).toFixed(2)}U`);
     }
     if(data.current_capital != null && data.current_capital !== "" && !Number.isNaN(Number(data.current_capital))){
-        setFundsFieldText("current-capital", `${Number(data.current_capital).toFixed(2)}U`);
+        setFundsFieldText(
+            "current-capital",
+            formatTradingAccountLabel(
+                data.current_capital,
+                data.options_trading_eth,
+                data.options_trading_btc,
+                data.options_margin_mode
+            )
+        );
     }
-    if(data.options_funding_usdc != null || data.options_funding_usdt != null){
+    if(!coinMode && (data.options_funding_usdc != null || data.options_funding_usdt != null || data.options_funding_eth != null)){
-        const optFunding = formatOptionsFundingLabel(data.options_funding_usdc, data.options_funding_usdt);
+        const optFunding = formatOptionsFundingLabel(
+            data.options_funding_usdc,
+            data.options_funding_usdt,
+            data.options_funding_eth,
+            data.options_margin_mode,
+            data.options_underly
+        );
         setFundsFieldText("options-funding-usdc", optFunding);
     }
-    if(data.options_trading_usdc != null || data.options_trading_usdt != null){
+    if(!coinMode && (data.options_trading_usdc != null || data.options_trading_usdt != null || data.options_trading_eth != null)){
-        const optTrading = formatOptionsFundingLabel(data.options_trading_usdc, data.options_trading_usdt);
+        const optTrading = formatOptionsFundingLabel(
+            data.options_trading_usdc,
+            data.options_trading_usdt,
+            data.options_trading_eth,
+            data.options_margin_mode,
+            data.options_underly
+        );
         setFundsFieldText("options-trading-usdc", optTrading);
     }
     if(typeof data.unrealized_pnl !== "undefined"){
@@ -1270,11 +1315,7 @@ function applyAccountSnapshot(data){
 }
 function refreshAccountSnapshot(opts){
     const options = opts || {};
-    const params = new URLSearchParams();
+    const qs = options.force ? "?force=1" : "";
-    if(options.force) params.set("force", "1");
-    const page = (document.body && document.body.getAttribute("data-page")) || "";
-    if(page) params.set("page", page);
-    const qs = params.toString() ? ("?" + params.toString()) : "";
     fetch("/api/account_snapshot" + qs).then(r=>r.json()).then(data=>{
         applyAccountSnapshot(data);
         if(accountSnapshotFundingMissing(data) && !options.force && accountSnapshotRetryCount < 3){

lib/instance/templates/index.html

@@ -4,7 +4,7 @@
 <head>
     <meta charset="UTF-8">
     <meta name="viewport" content="width=device-width, initial-scale=1, viewport-fit=cover">
-<script src="/static/instance_theme.js?v=51"></script>
+<script src="/static/instance_theme.js?v=50"></script>
     <script src="/static/autofill_guard.js?v=1"></script>
     <link rel="stylesheet" href="/static/instance_theme_early.css?v=4">
     <link rel="stylesheet" href="/static/account_risk_badge.css?v=4">
@@ -12,16 +12,14 @@
     <script src="/static/open_submit_gate.js?v=1"></script>
 
     <meta name="theme-color" content="#0b0d14">
-    <meta name="apple-mobile-web-app-capable" content="yes">
     <meta name="apple-mobile-web-app-title" content="{{ pwa_app_name }}">
-    <link rel="icon" href="/static/icons/favicon.ico?v=2" sizes="any">
+    <link rel="icon" href="/static/icons/favicon.ico" sizes="32x32">
-    <link rel="icon" href="/static/icons/icon-32.png?v=2" type="image/png" sizes="32x32">
+    <link rel="icon" href="/static/icons/icon.svg" type="image/svg+xml">
-    <link rel="icon" href="/static/icons/icon.svg?v=2" type="image/svg+xml">
+    <link rel="apple-touch-icon" href="/static/icons/apple-touch-icon.png">
-    <link rel="apple-touch-icon" href="/static/icons/apple-touch-icon.png?v=2">
+    <link rel="manifest" href="/static/icons/manifest.webmanifest">
-    <link rel="manifest" href="/manifest.webmanifest">
     <title>{{ pwa_app_name }}</title>
-    <link rel="stylesheet" href="/static/instance_page.css?v=18">
+    <link rel="stylesheet" href="/static/instance_page.css?v=13">
-    <link rel="stylesheet" href="/static/instance_theme.css?v=123">
+    <link rel="stylesheet" href="/static/instance_theme.css?v=117">
 
 </head>
 <body
@@ -153,13 +151,25 @@
 {% endmacro %}
 <div class="container">
     <div class="header">
-        <h1>加密货币｜OKX 期权与对冲</h1>
+        <h1>加密货币｜交易监控 + AI复盘一体化</h1>
     </div>
     <div class="top-nav">
-        <div class="top-nav-links">
         <a href="/dashboard" data-embed-tab="dashboard" class="{% if page == 'dashboard' %}active{% endif %}"{% if not display.show_nav_dashboard %} style="display:none"{% endif %}>数据看板</a>
         <a href="/account_ledger" data-embed-tab="account_ledger" class="{% if page == 'account_ledger' %}active{% endif %}"{% if not display.show_nav_account_ledger %} style="display:none"{% endif %}>账户流水</a>
         <a href="/key_monitor" class="{% if page == 'key_monitor' %}active{% endif %}"{% if not display.show_nav_key_monitor %} style="display:none"{% endif %}>关键位监控</a>
+        <a href="/trade" class="{% if page == 'trade' %}active{% endif %}"{% if not display.show_nav_trade %} style="display:none"{% endif %}>实盘下单</a>
+        {% if not intraday_discipline and display.show_nav_strategy %}
+        <a href="/strategy" class="{% if page in ('strategy', 'strategy_trend', 'strategy_roll') %}active{% endif %}">策略交易</a>
+        {% endif %}
+        {% if not intraday_discipline and display.show_nav_strategy_records %}
+        <a href="/strategy/records" class="{% if page == 'strategy_records' %}active{% endif %}">策略交易记录</a>
+        {% endif %}
+        {% if display.show_nav_records %}
+        <a href="/records" class="{% if page == 'records' %}active{% endif %}">交易记录与复盘</a>
+        {% endif %}
+        {% if display.show_nav_stats %}
+        <a href="/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" class="{% if page == 'options' %}active{% endif %}">期权</a>
         {% endif %}
@@ -178,12 +188,10 @@
         {% endif %}
         <a href="/settings" class="{% if page == 'settings' %}active{% endif %}">系统设置</a>
     </div>
-        {% include 'nav_spot_tickers.html' %}
-    </div>
     {% 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', 'system_guide', 'env_config', 'options_review') %}
+    {% if page not in ('settings', 'risk_policy', 'system_guide', 'env_config', 'options', 'options_review', 'hedge_plan') %}
     {% include 'instance_top_bar.html' %}
     {% endif %}
 
@@ -194,6 +202,165 @@
         {% include 'account_ledger_panel.html' %}
         {% elif page == 'key_monitor' %}
         {% include 'key_monitor_panel.html' %}
+        {% elif page == 'trade' %}
+        <div class="dual-panel-grid" style="grid-column:1/-1">
+        <div class="card">
+            <div style="display:flex;align-items:center;justify-content:space-between;gap:8px;flex-wrap:wrap;margin-bottom:8px">
+                <h2 style="margin-bottom:0">实盘下单监控</h2>
+                {% if focus_order_id %}
+                <a href="/order_focus?order_id={{ focus_order_id }}" class="btn-del" style="text-decoration:none;background:#1f3a5a;color:#8fc8ff">放大查看K线(100根)</a>
+                {% else %}
+                <span class="btn-del" style="background:#2f2f44;color:#9aa;cursor:not-allowed">暂无持仓可放大</span>
+                {% endif %}
+            </div>
+            {% include order_rule_tips_tpl %}
+            {% include 'order_monitor_open_form.html' %}
+        </div>
+        <div class="card">
+            <h2 style="margin-bottom:8px">实时持仓</h2>
+            {% if ui_orphan_recovery_enabled %}
+            {% if not order and orphan_live_positions %}
+            {% set o = orphan_live_positions[0] %}
+            <div id="orphan-position-recover" class="orphan-recover-banner" style="display:block;margin-bottom:10px;padding:10px 12px;background:#2a2210;border:1px solid #6b5420;border-radius:6px;font-size:.9rem;color:#e8d5a8">
+                检测到交易所仍有 <strong>{{ o.symbol }}</strong> {{ '空' if o.direction == 'short' else '多' }}仓,但本地监控已中断(误同步时可能无交易记录).
+                {% if o.recoverable_monitor_id %}
+                <button type="button" class="pos-entrust-btn" onclick="recoverLivePosition({{ o.recoverable_monitor_id }})">恢复监控{% if o.plan_stop_loss and o.plan_take_profit %}并挂止盈止损{% endif %}</button>
+                {% else %}
+                未找到可恢复的监控记录,需在服务器数据库处理.
+                {% endif %}
+            </div>
+            {% else %}
+            <div id="orphan-position-recover" class="orphan-recover-banner" style="display:none;margin-bottom:10px;padding:10px 12px;background:#2a2210;border:1px solid #6b5420;border-radius:6px;font-size:.9rem;color:#e8d5a8"></div>
+            {% endif %}
+            {% endif %}
+            <div class="panel-scroll pos-list pos-list-live">
+                {% for o in order %}
+                <div class="pos-card" id="order-row-{{ o.id }}"
+                    data-monitor-id="{{ o.id }}"
+                    data-symbol="{{ o.symbol }}"
+                    data-direction="{{ o.direction }}"
+                    data-plan-sl="{% if o.stop_loss %}{{ price_fmt(o.symbol, o.stop_loss) }}{% endif %}"
+                    data-plan-tp="{% if o.take_profit %}{{ price_fmt(o.symbol, o.take_profit) }}{% endif %}"
+                    data-entry="{% if o.trigger_price %}{{ price_fmt(o.symbol, o.trigger_price) }}{% endif %}">
+                    <div class="pos-card-head">
+                        <div class="pos-card-symbol">
+                            <strong>{{ o.exchange_symbol or o.symbol }}</strong>
+                            {% if o.time_close_enabled %}
+                            <span class="pos-symbol-time-close pos-meta-on pos-time-close-meta" id="order-time-close-wrap-{{ o.id }}"
+                                data-close-at-ms="{{ o.time_close_at_ms or '' }}">
+                                <span class="pos-time-close-label">时间平仓 {{ o.time_close_hours or '' }}h</span>
+                                · <span class="pos-time-close-cd" id="order-time-close-cd-{{ o.id }}">--:--:--</span>
+                            </span>
+                            {% endif %}
+                            {% include 'force_close_order_badge.html' %}
+                            <span class="pos-side-badge {{ 'pos-side-long' if o.direction == 'long' else 'pos-side-short' }}">{{ '做多' if o.direction == 'long' else '做空' }}</span>
+                        </div>
+                        <div class="pos-head-actions">
+                            <button type="button" class="pos-entrust-btn" onclick="openTpslEntrustModal({{ o.id }})">委托</button>
+                            <a href="/del_order/{{ o.id }}" class="pos-close-btn" onclick="return confirm('删除会触发手动平仓,继续?')">平仓</a>
+                        </div>
+                    </div>
+                    <div class="pos-meta">
+                        <span class="pos-meta-item">来源: {{ o.monitor_type|default('下单监控', true) }}{% if o.key_signal_type %} · {{ o.key_signal_type }}{% endif %}</span>
+                        <span class="pos-meta-item">{% if o.entry_model_label %}开仓: {{ o.entry_model_label }}{% elif intraday_discipline %}开仓: —{% else %}风格: {{ '波段单' if o.trade_style == 'swing' else '趋势单' }}{% endif %}</span>
+                        <span class="pos-meta-item">风险: {% if position_sizing_mode == 'full_margin' %}{{ funds_fmt(o.risk_amount) if o.risk_amount is not none else '-' }}U{% else %}{{ o.risk_percent or '-' }}%≈{{ funds_fmt(o.risk_amount) if o.risk_amount is not none else '-' }}U{% endif %}</span>
+                        <span class="pos-meta-item" id="order-latest-risk-wrap-{{ o.id }}" style="display:none">最新风险: —</span>
+                        <span class="pos-meta-item {% if not intraday_discipline %}{% if o.breakeven_enabled %}pos-meta-on{% else %}pos-meta-off{% endif %}{% endif %}">
+                            {% if intraday_discipline %}
+                            {% elif o.breakeven_enabled %}移动保本:开 {{ o.breakeven_rr_trigger or '-' }}R→{{ price_fmt(o.symbol, o.breakeven_price) }}{% else %}移动保本:关{% endif %}
+                        </span>
+                        <span class="pos-meta-item" id="order-be-wrap-{{ o.id }}" style="display:none"><span class="pos-breakeven-badge">已保本</span></span>
+                    </div>
+                    <div class="pos-grid">
+                        <div class="pos-cell">
+                            <span class="pos-label">成交价</span>
+                            <span class="pos-value">{{ price_fmt(o.symbol, o.trigger_price) }}</span>
+                        </div>
+                        <div class="pos-cell">
+                            <span class="pos-label">止损</span>
+                            <span class="pos-value" id="order-plan-sl-{{ o.id }}">{{ price_fmt(o.symbol, o.stop_loss) if o.stop_loss else '—' }}</span>
+                        </div>
+                        <div class="pos-cell">
+                            <span class="pos-label">止盈</span>
+                            <span class="pos-value" id="order-plan-tp-{{ o.id }}">{{ price_fmt(o.symbol, o.take_profit) if o.take_profit else '—' }}</span>
+                        </div>
+                        <div class="pos-cell">
+                            <span class="pos-label">盈亏比</span>
+                            <span class="pos-value" id="order-rr-{{ o.id }}">{% if o.rr_ratio is not none %}{{ '%g'|format(o.rr_ratio) }}:1{% else %}-:1{% endif %}</span>
+                        </div>
+                        <div class="pos-cell">
+                            <span class="pos-label">张数</span>
+                            <span class="pos-value" id="order-contracts-{{ o.id }}">{% if o.order_amount is not none %}{{ '%.2f'|format(o.order_amount) }}{% else %}—{% endif %}</span>
+                        </div>
+                        <div class="pos-cell">
+                            <span class="pos-label">盈利金额</span>
+                            <span class="pos-value pos-tp-profit" id="order-tp-profit-{{ o.id }}">—</span>
+                        </div>
+                        <div class="pos-cell">
+                            <span class="pos-label">标记价</span>
+                            <span class="pos-value" id="order-price-{{ o.id }}">-</span>
+                        </div>
+                        <div class="pos-cell">
+                            <span class="pos-label">浮盈亏</span>
+                            <span class="pos-value" id="order-pnl-{{ o.id }}">-</span>
+                        </div>
+                    </div>
+                    <div class="pos-footer">
+                        <span>保证金: <span id="order-ex-margin-{{ o.id }}">-</span></span>
+                        <span>计划基数: {{ funds_fmt(o.margin_capital) if o.margin_capital is not none else '-' }}U</span>
+                        <span>杠杆: {{ o.leverage or '-' }}x</span>
+                        <span>仓位占比: {{ o.position_ratio if o.position_ratio is not none else '-' }}%</span>
+                        <span>开仓时间: {{ (o.opened_at or '-')[:16] }}</span>
+                        <span>持仓时长: <span class="order-hold-duration" id="order-hold-duration-{{ o.id }}" data-order-opened-ms="{{ o.opened_at_ms or '' }}">—</span></span>
+                    </div>
+                    <div class="pos-ex-orders">
+                        <div class="pos-ex-orders-title">交易所止盈止损</div>
+                        <div class="pos-ex-order-row">
+                            <span class="pos-ex-order-main" id="ex-sl-text-{{ o.id }}">止损:加载中…</span>
+                            <button type="button" class="pos-ex-cancel-btn" id="ex-sl-cancel-{{ o.id }}" disabled onclick="cancelExchangeTpsl({{ o.id }}, 'sl')">撤单</button>
+                        </div>
+                        <div class="pos-ex-order-row">
+                            <span class="pos-ex-order-main" id="ex-tp-text-{{ o.id }}">止盈:加载中…</span>
+                            <button type="button" class="pos-ex-cancel-btn" id="ex-tp-cancel-{{ o.id }}" disabled onclick="cancelExchangeTpsl({{ o.id }}, 'tp')">撤单</button>
+                        </div>
+                    </div>
+                </div>
+                {% else %}
+                <div class="pos-empty">暂无持仓</div>
+                {% endfor %}
+            </div>
+        </div>
+
+        <div id="tpsl-modal" class="tpsl-modal-backdrop" onclick="if(event.target===this)closeTpslEntrustModal()">
+            <div class="tpsl-modal" onclick="event.stopPropagation()">
+                <h3 id="tpsl-modal-title">挂止盈止损</h3>
+                <p style="font-size:.78rem;color:#8892b0;margin:0 0 10px">将先撤销该合约已有 TP/SL,再按下列价格重挂.</p>
+                <div class="form-row">
+                    <select id="tpsl-modal-mode" onchange="toggleTpslModalMode()">
+                        <option value="price">价格模式</option>
+                        <option value="pct">百分比模式</option>
+                    </select>
+                </div>
+                <div class="form-row">
+                    <input id="tpsl-modal-sl" step="any" placeholder="止损价格">
+                    <input id="tpsl-modal-tp" step="any" placeholder="止盈价格">
+                </div>
+                <div class="form-row">
+                    <input id="tpsl-modal-sl-pct" type="number" min="0.01" step="0.01" placeholder="止损%" style="display:none">
+                    <input id="tpsl-modal-tp-pct" type="number" min="0.01" step="0.01" placeholder="止盈%" style="display:none">
+                </div>
+                <div class="tpsl-modal-actions">
+                    <button type="button" class="tpsl-modal-cancel" onclick="closeTpslEntrustModal()">取消</button>
+                    <button type="button" class="tpsl-modal-submit" onclick="submitTpslEntrust()">先撤后挂</button>
+                </div>
+            </div>
+        </div>
+
+        </div>
+        {% elif page in ('strategy', 'strategy_trend', 'strategy_roll') %}
+        {% include 'strategy_trading_page.html' %}
+        {% elif page == 'strategy_records' %}
+        {% include 'strategy_records_page.html' %}
         {% elif page == 'options' %}
         {% include 'options_panel.html' %}
         {% elif page == 'options_review' %}
@@ -204,6 +371,10 @@
 
 
 
+        {% if page == 'records' %}
+        {% include 'records_panel.html' %}
+        {% endif %}
+
     {% if page == 'env_config' %}
     {% include 'env_config_panel.html' %}
     {% endif %}
@@ -220,7 +391,44 @@
     {% 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()">
@@ -245,6 +453,7 @@
 <script src="/static/journal_upload_slots.js?v=4"></script>
 <script src="/static/instance_records_mobile.js?v=2"></script>
 <script src="/static/time_close_ui.js?v=3"></script>
+<script src="/static/ai_review_render.js?v=2"></script>
 <script src="/static/form_submit_guard.js?v=2"></script>
 <script src="/static/journal_form_save.js?v=3"></script>
 <script>
@@ -255,6 +464,7 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script src="/static/order_entry_model.js?v=5"></script>
 <script src="/static/manual_order_rr_preview.js?v=5"></script>
 <script src="/static/symbol_live_price.js?v=2"></script>
+<script src="/static/strategy_roll.js?v=6"></script>
 <script src="/static/instance_stats.js?v=5"></script>
 <script>
 const JOURNAL_ENTRY_REASON_OPTIONS = {{ entry_reason_options | tojson }};
@@ -518,7 +728,7 @@ function toggleListWindowCustom(){
 
 function applyListWindow(){
     const qs = listWindowQueryString();
-    const path = window.location.pathname || "/options";
+    const path = window.location.pathname || "/trade";
     window.location.href = qs ? (path + "?" + qs) : path;
 }
 
@@ -1407,13 +1617,36 @@ function paintRealtimePnlFromSnapshot(data){
     }
 }
 
-function formatOptionsFundingLabel(usdc, usdt) {
+function formatOptionsFundingLabel(usdc, usdt, eth, marginMode, underly) {
-    // 期权侧顶栏仅 USDC;usdt 参数忽略(USDT 在永续资金/交易账户)
     if(usdc == null || usdc === "") return "—";
     const n = Number(usdc);
     if(Number.isNaN(n)) return "—";
     return `${n.toFixed(2)} USDC`;
 }
+function formatTradingAccountLabel(usdt, eth, btc, marginMode) {
+    const mode = String(marginMode || "coin").toLowerCase();
+    if (mode !== "coin") {
+        if (usdt == null || usdt === "") return "—";
+        const n = Number(usdt);
+        if (Number.isNaN(n)) return "—";
+        return `${n.toFixed(2)}U`;
+    }
+    const parts = [];
+    if (usdt != null && usdt !== "") {
+        const n = Number(usdt);
+        if (!Number.isNaN(n)) parts.push(`${n.toFixed(2)} USDT`);
+    }
+    const pushCoin = (v, ccy) => {
+        if (v == null || v === "") return;
+        const n = Number(v);
+        if (Number.isNaN(n) || !(n >= (ccy === "BTC" ? 1e-7 : 1e-6))) return;
+        const txt = String(n.toFixed(6)).replace(/\.?0+$/, "");
+        parts.push(`${txt || "0"} ${ccy}`);
+    };
+    pushCoin(eth, "ETH");
+    pushCoin(btc, "BTC");
+    return parts.length ? parts.join(" / ") : "—";
+}
 
 function setFundsFieldText(field, text){
     if(text == null || text === "") return;
@@ -1427,6 +1660,11 @@ function applyPerpFundsVisibility(show){
         el.style.display = on ? "" : "none";
     });
 }
+function applyOptionsFundsVisibility(show){
+    document.querySelectorAll("[data-options-funds='1']").forEach((el) => {
+        el.style.display = show ? "" : "none";
+    });
+}
 function accountSnapshotFundingMissing(data){
     if(!data || typeof data !== "object") return true;
     if(data.show_perp_funds === false){
@@ -1446,16 +1684,13 @@ function accountSnapshotFundingMissing(data){
 let accountSnapshotRetryCount = 0;
 function applyAccountSnapshot(data){
     if(!data || typeof data !== "object") return;
-    if(data.updated_at){
+    const coinMode = String(data.options_margin_mode || "coin").toLowerCase() === "coin";
-        const updatedEl = document.getElementById("price-last-updated");
-        if(updatedEl) updatedEl.innerText = data.updated_at;
-    }
     if(typeof data.show_perp_funds !== "undefined"){
-        applyPerpFundsVisibility(data.show_perp_funds);
+        applyPerpFundsVisibility(data.show_perp_funds !== false || coinMode);
-    }
+    } else if (coinMode) {
-    if(data.exchange_mode_label){
+        applyPerpFundsVisibility(true);
-        setFundsFieldText("exchange-mode-label", data.exchange_mode_label);
     }
+    applyOptionsFundsVisibility(!coinMode);
     if(data.funding_usdt != null && data.funding_usdt !== ""){
         setFundsFieldText("total-capital", `${Number(data.funding_usdt).toFixed(2)}U`);
     }
@@ -1463,14 +1698,34 @@ function applyAccountSnapshot(data){
         setFundsFieldText("total-funds", `${Number(data.total_funds).toFixed(2)}U`);
     }
     if(data.current_capital != null && data.current_capital !== "" && !Number.isNaN(Number(data.current_capital))){
-        setFundsFieldText("current-capital", `${Number(data.current_capital).toFixed(2)}U`);
+        setFundsFieldText(
+            "current-capital",
+            formatTradingAccountLabel(
+                data.current_capital,
+                data.options_trading_eth,
+                data.options_trading_btc,
+                data.options_margin_mode
+            )
+        );
     }
-    if(data.options_funding_usdc != null || data.options_funding_usdt != null){
+    if(!coinMode && (data.options_funding_usdc != null || data.options_funding_usdt != null || data.options_funding_eth != null)){
-        const optFunding = formatOptionsFundingLabel(data.options_funding_usdc, data.options_funding_usdt);
+        const optFunding = formatOptionsFundingLabel(
+            data.options_funding_usdc,
+            data.options_funding_usdt,
+            data.options_funding_eth,
+            data.options_margin_mode,
+            data.options_underly
+        );
         setFundsFieldText("options-funding-usdc", optFunding);
     }
-    if(data.options_trading_usdc != null || data.options_trading_usdt != null){
+    if(!coinMode && (data.options_trading_usdc != null || data.options_trading_usdt != null || data.options_trading_eth != null)){
-        const optTrading = formatOptionsFundingLabel(data.options_trading_usdc, data.options_trading_usdt);
+        const optTrading = formatOptionsFundingLabel(
+            data.options_trading_usdc,
+            data.options_trading_usdt,
+            data.options_trading_eth,
+            data.options_margin_mode,
+            data.options_underly
+        );
         setFundsFieldText("options-trading-usdc", optTrading);
     }
     if(typeof data.unrealized_pnl !== "undefined"){
@@ -1550,11 +1805,7 @@ function applyAccountSnapshot(data){
 }
 function refreshAccountSnapshot(opts){
     const options = opts || {};
-    const params = new URLSearchParams();
+    const qs = options.force ? "?force=1" : "";
-    if(options.force) params.set("force", "1");
-    const page = (document.body && document.body.getAttribute("data-page")) || "";
-    if(page) params.set("page", page);
-    const qs = params.toString() ? ("?" + params.toString()) : "";
     fetch("/api/account_snapshot" + qs).then(r=>r.json()).then(data=>{
         applyAccountSnapshot(data);
         if(accountSnapshotFundingMissing(data) && !options.force && accountSnapshotRetryCount < 3){
@@ -1829,8 +2080,8 @@ setInterval(tickOrderHoldDurations, 1000);
 tickOrderHoldDurations();
 setInterval(refreshPriceSnapshotConditional, {{ price_refresh_seconds * 1000 }});
 </script>
+<script src="/static/records_review_page.js?v=4"></script>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/nav_spot_tickers.js?v=3"></script>
 <script src="/static/instance_dashboard.js?v=5"></script>
 <script src="/static/account_ledger.js?v=1"></script>
 <script>
@@ -1846,6 +2097,6 @@ document.addEventListener("DOMContentLoaded", function () {
 });
 {% endif %}
 </script>
-<script src="/static/instance_settings_prefs.js?v=22"></script>
+<script src="/static/instance_settings_prefs.js?v=21"></script>
 </body>
 </html>

lib/instance/templates/instance_header_panel.html

@@ -38,11 +38,13 @@
         {% include 'instance_header_stats.html' %}
     </div>
     <div class="instance-header-phone-strip instance-phone-only" aria-label="手机资金摘要">
-        <span class="inst-phone-chip"{% if not (show_perp_funds|default(true)) %} style="display:none"{% endif %} data-perp-funds="1">
+        {% set _coin_margin = (options_margin_mode|default('coin')) == 'coin' %}
+        {% set _show_perp = (show_perp_funds|default(true)) or _coin_margin %}
+        <span class="inst-phone-chip"{% if not _show_perp %} style="display:none"{% endif %} data-perp-funds="1">
             <em>交易</em>
-            <b data-funds-field="current-capital">{{ funds_fmt(current_capital) }}U</b>
+            <b data-funds-field="current-capital">{{ trading_account_label(current_capital, options_trading_eth, options_trading_btc, margin_mode=options_margin_mode|default('coin')) }}</b>
         </span>
-        <span class="inst-phone-chip"{% if not (show_perp_funds|default(true)) %} style="display:none"{% endif %} data-perp-funds="1">
+        <span class="inst-phone-chip"{% if not _show_perp %} style="display:none"{% endif %} data-perp-funds="1">
             <em>资金</em>
             <b data-funds-field="total-capital">{% if funding_usdt is not none %}{{ funds_fmt(funding_usdt) }}U{% else %}—{% endif %}</b>
         </span>

lib/instance/templates/instance_header_stats.html

@@ -1,8 +1,10 @@
 {# 资金与统计条(顶栏 / 系统设置共用,单行展示) #}
+{% set _coin_margin = (options_margin_mode|default('coin')) == 'coin' %}
+{% set _show_perp = (show_perp_funds|default(true)) or _coin_margin %}
 <div class="instance-header-stats{% if options_enabled %} instance-header-stats--options{% endif %}">
     <div class="stat-strip-item stat-strip-item--primary">
         <div class="label">交易所</div>
-        <div class="value" id="exchange-mode-label" data-funds-field="exchange-mode-label">{{ exchange_display }}</div>
+        <div class="value">{{ exchange_display }}</div>
     </div>
     <div class="stat-strip-item">
         <div class="label">交易日</div>
@@ -24,22 +26,22 @@
         <div class="label">总资金</div>
         <div class="value" id="total-funds" data-funds-field="total-funds">{% if total_funds is not none %}{{ funds_fmt(total_funds) }}U{% else %}—{% endif %}</div>
     </div>
-    <div class="stat-strip-item"{% if not (show_perp_funds|default(true)) %} style="display:none"{% endif %} data-perp-funds="1">
+    <div class="stat-strip-item"{% if not _show_perp %} style="display:none"{% endif %} data-perp-funds="1">
         <div class="label">资金账户</div>
         <div class="value" id="total-capital" data-funds-field="total-capital">{% if funding_usdt is not none %}{{ funds_fmt(funding_usdt) }}U{% else %}—{% endif %}</div>
     </div>
-    <div class="stat-strip-item"{% if not (show_perp_funds|default(true)) %} style="display:none"{% endif %} data-perp-funds="1">
+    <div class="stat-strip-item"{% if not _show_perp %} style="display:none"{% endif %} data-perp-funds="1">
         <div class="label">交易账户</div>
-        <div class="value" id="current-capital" data-funds-field="current-capital">{{ funds_fmt(current_capital) }}U</div>
+        <div class="value" id="current-capital" data-funds-field="current-capital">{{ trading_account_label(current_capital, options_trading_eth, options_trading_btc, margin_mode=options_margin_mode|default('coin')) }}</div>
     </div>
-    {% if options_enabled %}
+    {% if options_enabled and not _coin_margin %}
-    <div class="stat-strip-item">
+    <div class="stat-strip-item" data-options-funds="1">
         <div class="label">期权资金账户</div>
-        <div class="value" id="options-funding-usdc" data-funds-field="options-funding-usdc">{{ options_funding_label(options_funding_usdc) }}</div>
+        <div class="value" id="options-funding-usdc" data-funds-field="options-funding-usdc">{{ options_funding_label(options_funding_usdc, options_funding_usdt, options_funding_eth, options_margin_mode, options_underly|default('ETH')) }}</div>
     </div>
-    <div class="stat-strip-item">
+    <div class="stat-strip-item" data-options-funds="1">
         <div class="label">期权交易账户</div>
-        <div class="value" id="options-trading-usdc" data-funds-field="options-trading-usdc">{{ options_funding_label(options_trading_usdc) }}</div>
+        <div class="value" id="options-trading-usdc" data-funds-field="options-trading-usdc">{{ options_funding_label(options_trading_usdc, options_trading_usdt, options_trading_eth, options_margin_mode, options_underly|default('ETH')) }}</div>
     </div>
     {% endif %}
     <div class="stat-strip-item stat-strip-item--pnl">

lib/options/options_close_exec_lib.py

@@ -351,7 +351,7 @@ def close_option_by_bid1(
         # 自动平已挂过单:同仓续批只验流动性
         mark_close_gate_passed(inst_id)
 
-    return {
+    out = {
         "ok": True,
         "mode": "bid1",
         "orders": [{"order": order, "px": px, "sheets": level_sheets}],
@@ -369,6 +369,18 @@ def close_option_by_bid1(
             + ("" if fully_closed else f",剩余 {remaining_pos} 张待下次平仓")
         ),
     }
+    if fully_closed:
+        try:
+            from lib.options.options_coin_open_lib import maybe_sell_spot_after_close
+
+            spot_sell = maybe_sell_spot_after_close(cfg, ex, inst_id=inst_id, close_result=out)
+            if spot_sell is not None:
+                out["spot_sell"] = spot_sell
+                if spot_sell.get("bridge_status") == "pending_sell_spot":
+                    out["msg"] = str(out.get("msg") or "") + ";卖回 USDT 失败,请重试卖回"
+        except Exception as e:
+            out["spot_sell"] = {"ok": False, "msg": str(e)}
+    return out
 
 
 # 兼容旧名

lib/options/options_close_gate_lib.py

@@ -60,6 +60,14 @@ def is_close_gate_passed(inst_id: str) -> bool:
         return bool((_gates.get(inst) or {}).get("passed"))
 
 
+def _fmt_gate_amt(v: float, *, ccy: str) -> str:
+    unit = (ccy or "USDC").strip().upper() or "USDC"
+    if unit in ("ETH", "BTC"):
+        txt = f"{float(v):.8f}".rstrip("0").rstrip(".")
+        return txt or "0"
+    return f"{float(v):.4f}"
+
+
 def update_close_gate(
     inst_id: str,
     *,
@@ -68,6 +76,7 @@ def update_close_gate(
     now: float | None = None,
     min_mult: float | None = None,
     hold_seconds: float | None = None,
+    premium_ccy: str | None = None,
 ) -> dict[str, Any]:
     """
     根据当前买盘可回收金额刷新门控.
@@ -89,9 +98,16 @@ def update_close_gate(
     if hold < 0:
         hold = 0.0
 
+    with _lock:
+        prev_ccy = (_gates.get(inst) or {}).get("premium_ccy")
+    ccy = (premium_ccy or prev_ccy or "USDC").strip().upper() or "USDC"
+    if ccy not in ("ETH", "BTC", "USDC"):
+        ccy = "USDC"
+    need_decimals = 8 if ccy in ("ETH", "BTC") else 4
+
     prem = _safe_float(premium_paid)
     recv = _safe_float(recycle_usdc)
-    need = round(prem * mult, 4) if prem is not None and prem > 0 else None
+    need = round(prem * mult, need_decimals) if prem is not None and prem > 0 else None
     recycle_ok = bool(
         prem is not None and prem > 0 and recv is not None and need is not None and recv + 1e-12 >= need
     )
@@ -117,6 +133,7 @@ def update_close_gate(
             "min_mult": mult,
             "hold_seconds": hold,
             "passed": passed,
+            "premium_ccy": ccy,
         }
         _gates[inst] = state
 
@@ -126,10 +143,13 @@ def update_close_gate(
     elif recv is None:
         msg = "暂无有效买盘可回收金额"
     elif not recycle_ok:
-        msg = f"可回收 {recv:.4f} USDC < 权利金×{mult:g}({need:.4f}),目标平仓门控未过"
+        msg = (
+            f"可回收 {_fmt_gate_amt(recv, ccy=ccy)} {ccy} < 权利金×{mult:g}"
+            f"({_fmt_gate_amt(need, ccy=ccy)}),目标平仓门控未过"
+        )
     elif not ready:
         msg = (
-            f"可回收已达×{mult:g}({recv:.4f}/{need:.4f}),"
+            f"可回收已达×{mult:g}({_fmt_gate_amt(recv, ccy=ccy)}/{_fmt_gate_amt(need, ccy=ccy)} {ccy}),"
             f"需再持续 {remain:.0f}s(已 {held:.0f}/{hold:.0f}s)门控才通过"
         )
     else:
@@ -144,6 +164,7 @@ def update_close_gate(
         "recycle_usdc": recv,
         "premium_paid": prem,
         "need_recycle_usdc": need,
+        "premium_ccy": ccy,
         "min_mult": mult,
         "hold_seconds": hold,
         "held_seconds": round(held, 1) if recycle_ok else 0.0,
@@ -160,25 +181,39 @@ def check_close_gate(
     *,
     recycle_usdc: float | None = None,
     premium_paid: float | None = None,
+    premium_ccy: str | None = None,
     refresh: bool = True,
 ) -> dict[str, Any]:
     """检查是否允许平仓;默认先用最新回收/权利金刷新."""
     inst = (inst_id or "").strip()
     if refresh:
-        if recycle_usdc is None or premium_paid is None:
+        if recycle_usdc is None or premium_paid is None or premium_ccy is None:
             with _lock:
                 prev = _gates.get(inst) or {}
             if recycle_usdc is None:
                 recycle_usdc = prev.get("recycle")
             if premium_paid is None:
                 premium_paid = prev.get("premium")
-        return update_close_gate(inst, recycle_usdc=recycle_usdc, premium_paid=premium_paid)
+            if premium_ccy is None:
+                premium_ccy = prev.get("premium_ccy")
+        return update_close_gate(
+            inst,
+            recycle_usdc=recycle_usdc,
+            premium_paid=premium_paid,
+            premium_ccy=premium_ccy,
+        )
     with _lock:
         prev = _gates.get(inst)
     if not prev:
-        return update_close_gate(inst, recycle_usdc=recycle_usdc, premium_paid=premium_paid)
+        return update_close_gate(
+            inst,
+            recycle_usdc=recycle_usdc,
+            premium_paid=premium_paid,
+            premium_ccy=premium_ccy,
+        )
     return update_close_gate(
         inst,
         recycle_usdc=recycle_usdc if recycle_usdc is not None else prev.get("recycle"),
         premium_paid=premium_paid if premium_paid is not None else prev.get("premium"),
+        premium_ccy=premium_ccy if premium_ccy is not None else prev.get("premium_ccy"),
     )

lib/options/options_coin_open_lib.py

@@ -0,0 +1,479 @@
+"""币本位单笔期权:买满 USDT→币 → 开满期权 → 平后卖回."""
+from __future__ import annotations
+
+import os
+import time
+from typing import Any
+
+from lib.exchange.okx_options_lib import (
+    cap_option_buy_sheets_to_ask_depth,
+    option_buy_liquidity_ok,
+    td_mode_for_option_buy,
+    wait_option_order_full_fill,
+)
+from lib.options.options_margin_mode_lib import (
+    calc_sheets_from_coin_balance,
+    compute_coin_budget_usdt,
+    is_coin_margin_mode,
+    margin_mode_from_inst_id,
+    normalize_options_margin_mode,
+    plan_coin_open_by_budget,
+    premium_ccy_for_mode,
+)
+from lib.options.options_spot_bridge_lib import (
+    BRIDGE_BOUGHT,
+    BRIDGE_HOLDING,
+    bridge_blocks_new_open_msg,
+    fetch_trading_coin_available,
+    insert_bridge,
+    rollback_bought_coin_to_usdt,
+    sell_residual_after_option_flat,
+    spot_market_buy_coin_with_usdt,
+    update_bridge,
+)
+
+
+def coin_budget_preview(cfg: dict[str, Any], ex: Any) -> dict[str, Any]:
+    from lib.exchange.okx_options_lib import fetch_options_balances
+
+    bal = cfg.get("fetch_options_balances")(ex, force=True) if callable(cfg.get("fetch_options_balances")) else fetch_options_balances(ex, force=True)
+    trading = bal.get("trading_usdt_avail")
+    if trading is None:
+        trading = bal.get("trading_usdt")
+    try:
+        trading_f = float(trading or 0)
+    except (TypeError, ValueError):
+        trading_f = 0.0
+    buf = float(cfg.get("budget_buffer") or 0.95)
+    return compute_coin_budget_usdt(trading_f, buffer=buf)
+
+
+def open_coin_option_buy_full(
+    cfg: dict[str, Any],
+    ex: Any,
+    *,
+    inst_id: str,
+    signal_note: str = "",
+    target_index: float | None = None,
+    profit_exit_enabled: bool = False,
+    profit_exit_mult: float = 1.0,
+    target_sheets: int | None = None,
+) -> dict[str, Any]:
+    """先按最大可开张数估权利金×现货缓冲买币,再开对应张数(不全额兑换预算)."""
+    from lib.options.options_db import init_options_tables
+    from lib.options.options_position_limit_lib import (
+        compound_full_single_position_block_msg,
+        option_position_limit_block_msg,
+    )
+
+    if not is_coin_margin_mode():
+        return {"ok": False, "msg": "当前非币本位模式"}
+    if margin_mode_from_inst_id(inst_id) != "coin":
+        return {"ok": False, "msg": "合约不是币本位期权(请确认未选中 USD_UM 合约)"}
+
+    # 解析标的
+    parts = inst_id.split("-")
+    underlying = (parts[0] if parts else "ETH").upper()
+
+    conn = cfg["get_db"]()
+    try:
+        init_options_tables(conn)
+        block = bridge_blocks_new_open_msg(conn)
+        if block:
+            return {"ok": False, "msg": block, "can_open": False}
+
+        compound_block = compound_full_single_position_block_msg(
+            ex, fetch_positions=cfg.get("fetch_option_positions")
+        )
+        if compound_block:
+            return {"ok": False, "msg": compound_block, "can_open": False}
+        pos_limit_msg = option_position_limit_block_msg(
+            ex,
+            opening_inst_id=inst_id,
+            fetch_positions=cfg.get("fetch_option_positions"),
+        )
+        if pos_limit_msg:
+            return {"ok": False, "msg": pos_limit_msg, "can_open": False}
+
+        budget_info = coin_budget_preview(cfg, ex)
+        if not budget_info.get("ok"):
+            return {"ok": False, "msg": budget_info.get("msg") or "USDT 预算无效", "budget": budget_info}
+        budget_usdt = float(budget_info["budget_usdt"])
+
+        q = cfg["quote_option_contract"](ex, inst_id)
+        if not q.get("ok"):
+            return q
+        ask = q.get("ask")
+        ask_sz = q.get("ask_sz")
+        can_open, block_msg = option_buy_liquidity_ok(ask, ask_sz)
+        if not can_open:
+            return {
+                "ok": False,
+                "msg": block_msg or "暂无卖一深度,无法买入",
+                "can_open": False,
+            }
+
+        ct_mult = float(q.get("ct_mult") or 0.01)
+        min_sz = int(q.get("min_sz") or 1)
+        idx = None
+        try:
+            idx = float(q.get("index_px") or q.get("idxPx") or 0)
+        except (TypeError, ValueError):
+            idx = 0.0
+        if idx <= 0:
+            try:
+                from lib.exchange.okx_options_lib import fetch_index_price
+
+                idx = float(fetch_index_price(ex, f"{underlying}-USD") or 0)
+            except Exception:
+                idx = 0.0
+
+        plan = plan_coin_open_by_budget(
+            quote_per_unit=float(ask),
+            ct_mult=ct_mult,
+            min_sz=min_sz,
+            budget_usdt=budget_usdt,
+            index_px=float(idx),
+            ask_sz=ask_sz,
+            target_sheets=target_sheets,
+        )
+        if not plan.get("ok"):
+            return {
+                "ok": False,
+                "msg": plan.get("msg") or "无法规划买币张数",
+                "plan": plan,
+                "budget": budget_info,
+                "can_open": False,
+            }
+        buy_usdt = float(plan["buy_usdt"])
+        sheets = int(plan["sheets"])
+
+        # 1) 仅买「权利金×现货缓冲」所需 USDT,不全额兑换预算
+        coin_before = fetch_trading_coin_available(ex, underlying) or 0.0
+        buy = spot_market_buy_coin_with_usdt(ex, underlying=underlying, usdt_amount=buy_usdt)
+        if not buy.get("ok"):
+            return {
+                "ok": False,
+                "msg": f"现货买入 {underlying} 失败: {buy.get('msg')}",
+                "budget": budget_info,
+                "plan": plan,
+            }
+        bridge_id = insert_bridge(
+            conn,
+            underlying=underlying,
+            status=BRIDGE_BOUGHT,
+            budget_usdt=buy_usdt,
+            buy_ord_id=str(buy.get("ord_id") or ""),
+            inst_id=inst_id,
+            message="已买币,待开期权",
+        )
+        # 等余额落账
+        time.sleep(1.5)
+        try:
+            from lib.exchange.okx_options_lib import invalidate_options_balance_cache
+
+            invalidate_options_balance_cache()
+        except Exception:
+            pass
+        coin_after = fetch_trading_coin_available(ex, underlying)
+        if coin_after is None:
+            rb = rollback_bought_coin_to_usdt(
+                conn, ex, bridge_id=bridge_id, underlying=underlying, reason="买币后读不到可用余额"
+            )
+            return {
+                "ok": False,
+                "msg": "买币后读不到可用余额,已尝试卖回 USDT",
+                "rollback": rb,
+                "budget": budget_info,
+                "plan": plan,
+            }
+        coin_bought = max(0.0, float(coin_after) - float(coin_before or 0))
+        if coin_bought <= 0:
+            # 落账延迟时退化为用当前可用,但仍写入上限提示
+            coin_bought = float(coin_after)
+        if coin_bought <= 0:
+            rb = rollback_bought_coin_to_usdt(
+                conn, ex, bridge_id=bridge_id, underlying=underlying, reason="买入量无效"
+            )
+            return {"ok": False, "msg": "买币后可用增量无效", "rollback": rb, "budget": budget_info}
+        update_bridge(conn, bridge_id, coin_bought=float(coin_bought))
+
+        sizing = calc_sheets_from_coin_balance(
+            quote_per_unit=float(ask),
+            ct_mult=ct_mult,
+            min_sz=min_sz,
+            coin_available=float(coin_bought),
+        )
+        if not sizing.get("ok"):
+            rb = rollback_bought_coin_to_usdt(
+                conn,
+                ex,
+                bridge_id=bridge_id,
+                underlying=underlying,
+                reason=sizing.get("msg") or "张数不足",
+                coin_amount=float(coin_bought),
+            )
+            return {"ok": False, "msg": sizing.get("msg"), "sizing": sizing, "rollback": rb, "budget": budget_info, "plan": plan}
+
+        # 实盘以买到的币为准,但不超过规划张数
+        sheets = min(int(sizing["sheets"]), int(plan["sheets"]))
+        capped, cap_msg = cap_option_buy_sheets_to_ask_depth(sheets, ask_sz, min_sz=min_sz)
+        if capped is None:
+            rb = rollback_bought_coin_to_usdt(
+                conn, ex, bridge_id=bridge_id, underlying=underlying, reason=cap_msg or "深度不足"
+            )
+            return {"ok": False, "msg": cap_msg or "卖一深度不足", "rollback": rb}
+        if capped < sheets:
+            sheets = int(capped)
+            sizing = {
+                "ok": True,
+                "sheets": sheets,
+                "eth_amount": round(sheets * ct_mult, 8),
+                "coin_premium": round(sheets * float(ask) * ct_mult, 8),
+                "ask_depth_capped": True,
+            }
+        else:
+            sizing = {
+                "ok": True,
+                "sheets": sheets,
+                "eth_amount": round(sheets * ct_mult, 8),
+                "coin_premium": round(sheets * float(ask) * ct_mult, 8),
+            }
+
+        tick_sz = q.get("tick_sz")
+        order = cfg["place_option_limit_order"](
+            ex,
+            inst_id=inst_id,
+            side="buy",
+            sheets=sheets,
+            price=float(ask),
+            td_mode=td_mode_for_option_buy(cfg.get("td_mode")),
+            tick_sz=tick_sz,
+            ord_type="ioc",
+        )
+        # 51008 时自动减半张数再试一次(买币已到位,避免整笔回滚)
+        if (not order.get("ok")) and sheets > 1:
+            msg_l = str(order.get("msg") or "").lower()
+            if "51008" in str(order.get("raw") or "").lower() or "不足" in str(order.get("msg") or ""):
+                sheets2 = max(1, sheets // 2)
+                if sheets2 < sheets:
+                    order2 = cfg["place_option_limit_order"](
+                        ex,
+                        inst_id=inst_id,
+                        side="buy",
+                        sheets=sheets2,
+                        price=float(ask),
+                        td_mode=td_mode_for_option_buy(cfg.get("td_mode")),
+                        tick_sz=tick_sz,
+                        ord_type="ioc",
+                    )
+                    if order2.get("ok"):
+                        order = order2
+                        sheets = sheets2
+                        sizing = {
+                            "ok": True,
+                            "sheets": sheets,
+                            "eth_amount": round(sheets * ct_mult, 8),
+                            "coin_premium": round(sheets * float(ask) * ct_mult, 8),
+                            "retried_half": True,
+                        }
+        if not order.get("ok"):
+            rb = rollback_bought_coin_to_usdt(
+                conn, ex, bridge_id=bridge_id, underlying=underlying, reason=order.get("msg") or "下单失败"
+            )
+            return {"ok": False, "msg": order.get("msg") or "期权下单失败", "order": order, "rollback": rb}
+
+        ord_id = str((order.get("data") or {}).get("ordId") or "").strip()
+        if not ord_id:
+            rb = rollback_bought_coin_to_usdt(
+                conn, ex, bridge_id=bridge_id, underlying=underlying, reason="无订单号"
+            )
+            return {"ok": False, "msg": "下单成功但未返回订单号", "rollback": rb}
+
+        try:
+            fill_timeout = max(2.0, float(os.getenv("OKX_OPTIONS_OPEN_FILL_TIMEOUT_SEC") or "12"))
+        except (TypeError, ValueError):
+            fill_timeout = 12.0
+        fill = wait_option_order_full_fill(
+            ex,
+            inst_id=inst_id,
+            ord_id=ord_id,
+            need_sheets=int(sheets),
+            timeout_sec=fill_timeout,
+            cancel_on_timeout=True,
+        )
+        if not fill.get("ok"):
+            filled_n = int(fill.get("filled_sheets") or 0)
+            if filled_n <= 0:
+                rb = rollback_bought_coin_to_usdt(
+                    conn,
+                    ex,
+                    bridge_id=bridge_id,
+                    underlying=underlying,
+                    reason=fill.get("msg") or "未成交",
+                )
+                return {"ok": False, "msg": fill.get("msg") or "未完全成交", "fill": fill, "rollback": rb}
+            sheets = filled_n
+
+        eth_amount = round(float(sheets) * ct_mult, 8)
+        premium_paid = round(float(ask) * eth_amount, 8)
+        premium_ccy = premium_ccy_for_mode("coin", underlying)
+
+        update_bridge(
+            conn,
+            bridge_id,
+            status=BRIDGE_HOLDING,
+            inst_id=inst_id,
+            message="期权持仓中",
+        )
+
+        trade_id = _insert_coin_trade(
+            conn,
+            inst_id=inst_id,
+            underlying=underlying,
+            opt_type=str(q.get("opt_type") or ""),
+            strike=q.get("strike"),
+            exp_time=q.get("exp_time"),
+            sheets=int(sheets),
+            eth_amount=eth_amount,
+            open_quote=float(ask),
+            premium_paid=premium_paid,
+            signal_note=signal_note,
+            exchange_ord_id=ord_id,
+            bridge_id=bridge_id,
+            budget_usdt=buy_usdt,
+            premium_ccy=premium_ccy,
+            profit_exit_enabled=profit_exit_enabled,
+            profit_exit_mult=profit_exit_mult,
+        )
+
+        # 目标位 / 翻倍离场 — 复用现有逻辑若存在
+        try:
+            if target_index is not None:
+                from lib.options.options_target_lib import upsert_target_monitor
+
+                upsert_target_monitor(
+                    conn,
+                    inst_id=inst_id,
+                    underlying=underlying,
+                    opt_type=str(q.get("opt_type") or ""),
+                    target_index=float(target_index),
+                    trade_id=trade_id,
+                    sheets=int(sheets),
+                )
+        except Exception:
+            pass
+        try:
+            from lib.options.options_notify_lib import notify_options_open
+
+            notify_options_open(
+                cfg,
+                conn,
+                trade_id=trade_id,
+                inst_id=inst_id,
+                underlying=underlying,
+                opt_type=str(q.get("opt_type") or ""),
+                sheets=int(sheets),
+                premium_paid=premium_paid,
+                open_quote=float(ask),
+                target_index=target_index,
+                signal_note=signal_note,
+            )
+        except Exception:
+            pass
+
+        return {
+            "ok": True,
+            "msg": f"币本位开仓成功 {sheets} 张",
+            "margin_mode": "coin",
+            "budget": budget_info,
+            "sizing": sizing,
+            "sheets": sheets,
+            "eth_amount": eth_amount,
+            "premium_paid": premium_paid,
+            "premium_ccy": premium_ccy,
+            "bridge_id": bridge_id,
+            "trade_id": trade_id,
+            "order": order,
+            "fill": fill,
+        }
+    finally:
+        try:
+            conn.close()
+        except Exception:
+            pass
+
+
+def _insert_coin_trade(conn: Any, **kwargs: Any) -> int:
+    pe = 1 if kwargs.get("profit_exit_enabled") else 0
+    pe_mult = float(kwargs.get("profit_exit_mult") or 1.0)
+    pe_state = "active" if pe else "idle"
+    cur = conn.execute(
+        """
+        INSERT INTO options_trades(
+            inst_id, underlying, opt_type, strike, exp_time, sheets, eth_amount,
+            open_quote, premium_paid, status, signal_note, exchange_ord_id,
+            margin_mode, premium_ccy, bridge_id, budget_usdt,
+            profit_exit_enabled, profit_exit_mult, profit_exit_state
+        ) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, 'open', ?, ?, 'coin', ?, ?, ?, ?, ?, ?)
+        """,
+        (
+            kwargs["inst_id"],
+            kwargs["underlying"],
+            kwargs["opt_type"],
+            kwargs.get("strike"),
+            str(kwargs.get("exp_time") or ""),
+            kwargs["sheets"],
+            kwargs["eth_amount"],
+            kwargs.get("open_quote"),
+            kwargs.get("premium_paid"),
+            kwargs.get("signal_note") or "",
+            kwargs.get("exchange_ord_id"),
+            kwargs.get("premium_ccy") or "ETH",
+            kwargs.get("bridge_id"),
+            kwargs.get("budget_usdt"),
+            pe,
+            pe_mult,
+            pe_state,
+        ),
+    )
+    conn.commit()
+    return int(cur.lastrowid)
+
+
+def maybe_sell_spot_after_close(
+    cfg: dict[str, Any],
+    ex: Any,
+    *,
+    inst_id: str,
+    close_result: dict[str, Any] | None = None,
+) -> dict[str, Any] | None:
+    """期权平仓后若该合约为币本位且已空仓,卖回本桥残留币."""
+    if margin_mode_from_inst_id(inst_id) != "coin":
+        return None
+    # 仍有仓则不卖
+    try:
+        rows = cfg["fetch_option_positions"](ex) or []
+        for p in rows:
+            if str(p.get("instId") or p.get("inst_id") or "") != inst_id:
+                continue
+            try:
+                if abs(float(p.get("pos") or 0)) > 1e-12:
+                    return {"ok": True, "skipped": True, "msg": "仍有持仓,暂不卖币"}
+            except (TypeError, ValueError):
+                pass
+    except Exception:
+        pass
+    parts = inst_id.split("-")
+    underlying = (parts[0] if parts else "ETH").upper()
+    conn = cfg["get_db"]()
+    try:
+        from lib.options.options_db import init_options_tables
+
+        init_options_tables(conn)
+        return sell_residual_after_option_flat(conn, ex, underlying=underlying, inst_id=inst_id)
+    finally:
+        try:
+            conn.close()
+        except Exception:
+            pass

lib/options/options_db.py

@@ -101,11 +101,21 @@ def init_options_tables(conn: sqlite3.Connection) -> None:
         "ALTER TABLE options_trades ADD COLUMN profit_exit_enabled INTEGER DEFAULT 0",
         "ALTER TABLE options_trades ADD COLUMN profit_exit_mult REAL DEFAULT 1.0",
         "ALTER TABLE options_trades ADD COLUMN profit_exit_state TEXT DEFAULT 'idle'",
+        "ALTER TABLE options_trades ADD COLUMN margin_mode TEXT DEFAULT 'usdc'",
+        "ALTER TABLE options_trades ADD COLUMN premium_ccy TEXT DEFAULT 'USDC'",
+        "ALTER TABLE options_trades ADD COLUMN bridge_id INTEGER",
+        "ALTER TABLE options_trades ADD COLUMN budget_usdt REAL",
     ):
         try:
             conn.execute(ddl)
         except Exception:
             pass
+    try:
+        from lib.options.options_spot_bridge_lib import ensure_bridge_table
+
+        ensure_bridge_table(conn)
+    except Exception:
+        pass
     init_options_review_tables(conn)
 
 
@@ -124,7 +134,8 @@ def sum_open_premium_paid(conn: sqlite3.Connection, inst_id: str) -> float | Non
     ).fetchone()
     if not row or int(row["n"] or 0) < 1:
         return None
-    return round(float(row["total"] or 0), 4)
+    # 币本位权利金常 <1e-4,保留 8 位避免被裁成 0
+    return round(float(row["total"] or 0), 8)
 
 
 def sum_open_sheets(conn: sqlite3.Connection, inst_id: str) -> int | None:

lib/options/options_history_lib.py

@@ -14,14 +14,21 @@ def enrich_position_row_display(
     meta_cache: dict[str, dict[str, Any] | None] | None = None,
     premium_override: float | None = None,
 ) -> dict[str, Any]:
-    from lib.exchange.okx_options_lib import format_position_row, format_usdc_amount, tick_sz_and_ct_mult
+    from lib.exchange.okx_options_lib import format_position_row, format_premium_amount, tick_sz_and_ct_mult
+    from lib.options.options_margin_mode_lib import margin_mode_from_inst_id, premium_ccy_for_mode
 
     inst_id = str(raw_pos.get("instId") or "").strip()
     tick_sz, ct_mult = tick_sz_and_ct_mult(ex, inst_id, meta_cache)
     row = format_position_row(raw_pos, ct_mult=ct_mult, tick_sz=tick_sz)
+    row_mode = margin_mode_from_inst_id(inst_id) if inst_id else "usdc"
+    underly = str(row.get("underlying") or (inst_id.split("-")[0] if inst_id else "ETH") or "ETH")
+    premium_ccy = premium_ccy_for_mode(row_mode, underly)
+    row["margin_mode"] = row_mode
+    row["premium_ccy"] = premium_ccy
+    row["margin_mode_label"] = "币本位" if row_mode == "coin" else "USDC"
     if premium_override is not None:
         row["premium_paid"] = premium_override
-        row["premium_paid_fmt"] = format_usdc_amount(premium_override)
+    row["premium_paid_fmt"] = format_premium_amount(row.get("premium_paid"), ccy=premium_ccy)
     return row
 
 

lib/options/options_hub_lib.py

@@ -0,0 +1,166 @@
+"""中控只读聚合:OKX 期权持仓 / 资金(轻量,不含历史统计)."""
+
+from __future__ import annotations
+
+import os
+from typing import Any
+
+
+def build_options_hub_snapshot(cfg: dict[str, Any]) -> dict[str, Any]:
+    if not cfg.get("enabled"):
+        return {"ok": True, "enabled": False}
+    ex = cfg.get("exchange_options")
+    ready_fn = cfg.get("options_api_ready")
+    if not callable(ready_fn):
+        return {"ok": False, "enabled": True, "msg": "期权模块未就绪"}
+    ok, reason = ready_fn(ex)
+    if not ok:
+        return {"ok": False, "enabled": True, "msg": reason or "期权 API 未配置"}
+    try:
+        from lib.options.options_position_limit_lib import options_max_active_positions
+        from lib.options.options_positions_lib import build_display_option_positions
+
+        raw = cfg["fetch_option_positions"](ex)
+        if raw is None:
+            return {"ok": False, "enabled": True, "msg": "获取期权持仓失败"}
+        positions = build_display_option_positions(cfg, ex, raw)
+        target_monitors: list[dict[str, Any]] = []
+        try:
+            conn = cfg["get_db"]()
+            try:
+                from lib.hedge_plan.hedge_plan_db import active_options_targets_by_inst
+                from lib.options.options_profit_exit_lib import profit_exit_by_inst
+                from lib.options.options_target_lib import list_active_targets, list_closing_targets, targets_by_inst
+
+                target_monitors = list_active_targets(conn) + list_closing_targets(conn)
+                tgt_map = targets_by_inst(conn)
+                hedge_target_map = active_options_targets_by_inst(conn)
+                profit_exit_map = profit_exit_by_inst(conn)
+                target_monitors.extend(hedge_target_map.values())
+                for pe in profit_exit_map.values():
+                    if pe.get("profit_exit_enabled"):
+                        target_monitors.append(
+                            {
+                                "inst_id": pe.get("inst_id"),
+                                "exit_mode": "profit_exit",
+                                "profit_exit_mult": pe.get("profit_exit_mult"),
+                                "profit_exit_enabled": True,
+                            }
+                        )
+                for p in positions:
+                    mon = tgt_map.get(str(p.get("inst_id") or ""))
+                    if mon:
+                        p["target_index"] = mon.get("target_index")
+                        p["target_monitor_id"] = mon.get("id")
+                        p["target_monitor"] = mon
+                    pe = profit_exit_map.get(str(p.get("inst_id") or ""))
+                    if pe:
+                        p["profit_exit_enabled"] = pe.get("profit_exit_enabled")
+                        p["profit_exit_mult"] = pe.get("profit_exit_mult")
+                        p["profit_exit_state"] = pe.get("profit_exit_state")
+                        p["profit_exit_required_recycle"] = pe.get("required_recycle")
+                    hedge_target = hedge_target_map.get(str(p.get("inst_id") or ""))
+                    if hedge_target:
+                        p["hedge_plan_target"] = hedge_target
+                        if not mon:
+                            # 中控卡片共用 target_index 只读展示；实际平仓仍由对冲计划监控处理。
+                            p["target_index"] = hedge_target.get("target_index")
+                    try:
+                        from lib.instance.instance_dashboard_lib import (
+                            _format_options_target,
+                            _resolve_options_source,
+                        )
+
+                        inst = str(p.get("inst_id") or "")
+                        source_key, source_label, source_plan_id = _resolve_options_source(conn, inst)
+                        p["source"] = source_key
+                        p["source_label"] = source_label
+                        p["source_plan_id"] = source_plan_id
+                        p["target_monitor_text"] = _format_options_target(p)
+                    except Exception:
+                        p.setdefault("source_label", "—")
+                        p.setdefault("source_plan_id", None)
+                        p.setdefault("target_monitor_text", "—")
+            finally:
+                conn.close()
+        except Exception:
+            target_monitors = []
+        from lib.options.options_positions_lib import display_pnl_from_option_row
+
+        upl_total = 0.0
+        has_upl = False
+        for p in positions:
+            # 与持仓卡展示一致:优先买一净盈亏,残档回退交易所 upl
+            pnl = display_pnl_from_option_row(p)
+            if pnl is None:
+                continue
+            has_upl = True
+            upl_total += float(pnl)
+        bal = cfg["fetch_options_balances"](ex)
+        from lib.options.options_margin_mode_lib import (
+            is_coin_margin_mode,
+            normalize_options_margin_mode,
+            premium_ccy_for_mode,
+        )
+
+        margin_mode = normalize_options_margin_mode()
+        for p in positions:
+            mid = str(p.get("inst_id") or "")
+            from lib.options.options_margin_mode_lib import margin_mode_from_inst_id
+
+            row_mode = margin_mode_from_inst_id(mid) if mid else margin_mode
+            p["margin_mode"] = row_mode
+            p["premium_ccy"] = p.get("premium_ccy") or premium_ccy_for_mode(
+                row_mode, str(p.get("underlying") or mid.split("-")[0] if mid else "ETH")
+            )
+            p["margin_mode_label"] = "币本位" if row_mode == "coin" else "USDC"
+
+        coin_budget = None
+        bridge_status = None
+        open_bridges = []
+        if is_coin_margin_mode():
+            try:
+                from lib.options.options_coin_open_lib import coin_budget_preview
+
+                coin_budget = coin_budget_preview(cfg, ex)
+            except Exception:
+                coin_budget = None
+            try:
+                conn_b = cfg["get_db"]()
+                try:
+                    from lib.options.options_spot_bridge_lib import list_open_bridges
+
+                    open_bridges = list_open_bridges(conn_b)
+                    if open_bridges:
+                        bridge_status = str(open_bridges[0].get("status") or "")
+                finally:
+                    conn_b.close()
+            except Exception:
+                open_bridges = []
+
+        return {
+            "ok": True,
+            "enabled": True,
+            "positions": positions,
+            "position_count": len(positions),
+            "target_monitors": target_monitors,
+            "upl_total_usdc": round(upl_total, 4) if has_upl else None,
+            "balances": bal,
+            "funding_usdc": bal.get("funding_usdc"),
+            "funding_usdt": bal.get("funding_usdt"),
+            "trading_usdc": bal.get("trading_usdc"),
+            "trading_usdt": bal.get("trading_usdt"),
+            # 监控区不用历史统计;保留空对象兼容旧调用方
+            "stats": {},
+            "trade_budget": cfg.get("trade_budget"),
+            "account_label": cfg.get("account_label") or "OKX期权",
+            "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",
+            "coin_budget": coin_budget,
+            "bridge_status": bridge_status,
+            "open_bridges": open_bridges,
+        }
+    except Exception as e:
+        return {"ok": False, "enabled": True, "msg": str(e)}

lib/options/options_margin_mode_lib.py

@@ -0,0 +1,325 @@
+"""OKX 单笔期权本位模式与币本位 USDT 预算."""
+from __future__ import annotations
+
+import os
+from typing import Any
+
+
+MODE_USDC = "usdc"
+MODE_COIN = "coin"
+
+
+def _env_bool(name: str, default: bool = False) -> bool:
+    v = (os.getenv(name) or "").strip().lower()
+    if not v:
+        return default
+    return v in ("1", "true", "yes", "on", "y")
+
+
+def _env_float(name: str, default: float) -> float:
+    try:
+        return float(os.getenv(name) or default)
+    except (TypeError, ValueError):
+        return float(default)
+
+
+def normalize_options_margin_mode(raw: Any = None) -> str:
+    """返回 usdc | coin;未配置时默认币本位."""
+    if raw is None:
+        raw = os.getenv("OKX_OPTIONS_MARGIN_MODE")
+    v = str(raw or MODE_COIN).strip().lower()
+    if v in ("usdc", "usdc_margin", "usd_margin", "u本位", "u"):
+        return MODE_USDC
+    if v in ("coin", "coin_margin", "crypto", "crypto_margin", "币本位"):
+        return MODE_COIN
+    # 空串或未知值:默认币本位
+    if not v:
+        return MODE_COIN
+    return MODE_COIN
+
+
+def is_coin_margin_mode(raw: Any = None) -> bool:
+    return normalize_options_margin_mode(raw) == MODE_COIN
+
+
+def inst_family_for_underlying(underlying: str, *, margin_mode: str | None = None) -> str:
+    u = (underlying or "ETH").strip().upper() or "ETH"
+    mode = normalize_options_margin_mode(margin_mode)
+    if mode == MODE_COIN:
+        return f"{u}-USD"
+    return f"{u}-USD_UM"
+
+
+def margin_mode_from_inst_id(inst_id: str) -> str:
+    inst = (inst_id or "").strip().upper()
+    if not inst:
+        return normalize_options_margin_mode()
+    if "_UM" in inst:
+        return MODE_USDC
+    # ETH-USD-260701-2500-C / BTC-USD-...
+    if "-USD-" in inst and "_UM" not in inst:
+        return MODE_COIN
+    return normalize_options_margin_mode()
+
+
+def premium_ccy_for_mode(margin_mode: str, underlying: str = "ETH") -> str:
+    if normalize_options_margin_mode(margin_mode) == MODE_COIN:
+        return (underlying or "ETH").strip().upper() or "ETH"
+    return "USDC"
+
+
+def spot_quote_inst_id(underlying: str) -> str:
+    """现货市价买卖: ETH-USDT / BTC-USDT."""
+    u = (underlying or "ETH").strip().upper() or "ETH"
+    return f"{u}-USDT"
+
+
+def compute_coin_budget_usdt(
+    trading_usdt: float,
+    *,
+    compound: bool | None = None,
+    buffer: float | None = None,
+    fixed_budget_usdt: float | None = None,
+    max_enabled: bool | None = None,
+    max_usdt: float | None = None,
+) -> dict[str, Any]:
+    """
+    币本位单笔 USDT 预算.
+    复利开: trading_usdt × buffer; 复利关: fixed × buffer.
+    上限开: min(..., max_usdt).
+    """
+    bal = max(0.0, float(trading_usdt or 0))
+    use_compound = _env_bool("OKX_OPTIONS_COIN_COMPOUND", True) if compound is None else bool(compound)
+    buf = float(buffer) if buffer is not None else _env_float("OKX_OPTIONS_BUDGET_BUFFER", 0.95)
+    if buf <= 0:
+        buf = 0.95
+    fixed = (
+        float(fixed_budget_usdt)
+        if fixed_budget_usdt is not None
+        else _env_float("OKX_OPTIONS_COIN_BUDGET_USDT", 10.0)
+    )
+    if use_compound:
+        raw = bal * buf
+        source = "compound"
+    else:
+        raw = max(0.0, fixed) * buf
+        source = "fixed"
+    capped = False
+    max_on = (
+        _env_bool("OKX_OPTIONS_COIN_MAX_USDT_ENABLED", False)
+        if max_enabled is None
+        else bool(max_enabled)
+    )
+    max_n = (
+        float(max_usdt)
+        if max_usdt is not None
+        else _env_float("OKX_OPTIONS_COIN_MAX_USDT", 50.0)
+    )
+    budget = raw
+    if max_on and max_n > 0 and budget > max_n:
+        budget = max_n
+        capped = True
+    return {
+        "ok": budget > 0,
+        "budget_usdt": round(budget, 8),
+        "raw_usdt": round(raw, 8),
+        "trading_usdt": round(bal, 8),
+        "buffer": buf,
+        "compound": use_compound,
+        "source": source,
+        "max_enabled": max_on,
+        "max_usdt": max_n if max_on else None,
+        "capped_by_max": capped,
+        "msg": "" if budget > 0 else "交易账户 USDT 不足,无法计算币本位预算",
+    }
+
+
+def normalize_coin_spot_buy_buffer(raw: Any = None) -> float:
+    """
+    现货买入相对权利金的倍数缓冲.
+    env OKX_OPTIONS_COIN_SPOT_BUY_BUFFER 默认 1.10(=多买 10%).
+    也可写 0.10 表示 +10%.
+    """
+    if raw is None:
+        v = _env_float("OKX_OPTIONS_COIN_SPOT_BUY_BUFFER", 1.10)
+    else:
+        try:
+            v = float(raw)
+        except (TypeError, ValueError):
+            v = 1.10
+    if v <= 0:
+        return 1.10
+    if v < 1.0:
+        return 1.0 + v
+    return v
+
+
+def plan_coin_open_by_budget(
+    *,
+    quote_per_unit: float,
+    ct_mult: float,
+    min_sz: int,
+    budget_usdt: float,
+    index_px: float,
+    ask_sz: float | None = None,
+    spot_buy_buffer: float | None = None,
+    target_sheets: int | None = None,
+) -> dict[str, Any]:
+    """
+    先按预算/卖一估最大可开张数,再按「权利金 × 现货缓冲」算应买现货 USDT.
+    不全额把预算换成币.
+    """
+    import math
+
+    from lib.exchange.okx_options_lib import cap_option_buy_sheets_to_ask_depth
+
+    ask = float(quote_per_unit or 0)
+    mult = float(ct_mult or 0.01)
+    need = max(1, int(min_sz or 1))
+    budget = max(0.0, float(budget_usdt or 0))
+    idx = float(index_px or 0)
+    buf = normalize_coin_spot_buy_buffer(spot_buy_buffer)
+    if ask <= 0 or mult <= 0:
+        return {"ok": False, "msg": "卖一价无效", "sheets": 0, "buy_usdt": 0.0}
+    if idx <= 0:
+        return {"ok": False, "msg": "缺少指数价,无法估算买币 USDT", "sheets": 0, "buy_usdt": 0.0}
+    if budget <= 0:
+        return {"ok": False, "msg": "USDT 预算无效", "sheets": 0, "buy_usdt": 0.0}
+
+    per_sheet_coin = ask * mult
+    # 每张开仓需买的币(含缓冲)及其约合 USDT
+    per_sheet_buy_coin = per_sheet_coin * buf
+    per_sheet_usdt = per_sheet_buy_coin * idx
+    if per_sheet_usdt <= 0:
+        return {"ok": False, "msg": "无法计算单张买币成本", "sheets": 0, "buy_usdt": 0.0}
+
+    max_by_budget = int(math.floor((budget / per_sheet_usdt) + 1e-12))
+    if target_sheets is not None:
+        try:
+            want = int(target_sheets)
+        except (TypeError, ValueError):
+            want = 0
+        if want < need:
+            return {
+                "ok": False,
+                "msg": f"指定张数无效(需≥{need})",
+                "sheets": 0,
+                "buy_usdt": 0.0,
+                "max_by_budget": max_by_budget,
+            }
+        sheets = min(want, max_by_budget)
+        if sheets < want:
+            return {
+                "ok": False,
+                "msg": (
+                    f"预算约可开 {max_by_budget} 张(含现货缓冲×{buf:g}),"
+                    f"不足指定 {want} 张"
+                ),
+                "sheets": 0,
+                "buy_usdt": 0.0,
+                "max_by_budget": max_by_budget,
+                "spot_buy_buffer": buf,
+            }
+    else:
+        sheets = max_by_budget
+
+    capped, cap_msg = cap_option_buy_sheets_to_ask_depth(sheets, ask_sz, min_sz=need)
+    ask_depth_capped = False
+    if capped is None:
+        return {
+            "ok": False,
+            "msg": cap_msg or "卖一深度不足",
+            "sheets": 0,
+            "buy_usdt": 0.0,
+            "spot_buy_buffer": buf,
+        }
+    if int(capped) < sheets:
+        sheets = int(capped)
+        ask_depth_capped = True
+
+    if sheets < need:
+        return {
+            "ok": False,
+            "msg": (
+                f"预算不足,无法买入 {need} 张"
+                f"(单张约需 {per_sheet_usdt:.4f} USDT,含现货缓冲×{buf:g})"
+            ),
+            "sheets": sheets,
+            "buy_usdt": 0.0,
+            "per_sheet_usdt": round(per_sheet_usdt, 8),
+            "spot_buy_buffer": buf,
+            "max_by_budget": max_by_budget,
+        }
+
+    premium_coin = sheets * per_sheet_coin
+    buy_coin = premium_coin * buf
+    buy_usdt = min(budget, buy_coin * idx)
+    # 再保险:向下对齐,避免浮点导致略超预算
+    buy_usdt = min(budget, round(buy_usdt, 8))
+    out = {
+        "ok": True,
+        "msg": "" if not ask_depth_capped else (cap_msg or f"已按卖一深度限制为 {sheets} 张"),
+        "sheets": sheets,
+        "eth_amount": round(sheets * mult, 8),
+        "coin_premium": round(premium_coin, 8),
+        "total_premium": round(premium_coin, 8),
+        "per_sheet_coin": per_sheet_coin,
+        "buy_coin": round(buy_coin, 8),
+        "buy_usdt": round(buy_usdt, 8),
+        "budget_usdt": round(budget, 8),
+        "spot_buy_buffer": buf,
+        "index_px": idx,
+        "max_by_budget": max_by_budget,
+        "ask_depth_capped": ask_depth_capped,
+        "est_note": (
+            f"按最大可开 {sheets} 张×卖一权利金×现货缓冲{buf:g}估买币;"
+            f"不全额兑换预算"
+        ),
+    }
+    if target_sheets is not None:
+        out["est_note"] = (
+            f"指定 {sheets} 张×卖一权利金×现货缓冲{buf:g}估买币;不全额兑换"
+        )
+        out["target_sheets"] = int(target_sheets)
+    return out
+
+
+def calc_sheets_from_coin_balance(
+    *,
+    quote_per_unit: float,
+    ct_mult: float,
+    min_sz: int,
+    coin_available: float,
+) -> dict[str, Any]:
+    """用可用标的币尽量开满(权利金以币计)."""
+    import math
+
+    ask = float(quote_per_unit or 0)
+    mult = float(ct_mult or 0.01)
+    need = max(1, int(min_sz or 1))
+    coin = max(0.0, float(coin_available or 0))
+    # 留一点手续费/精度缓冲,避免算满张后下单 51008
+    coin_eff = coin * 0.97
+    if ask <= 0 or mult <= 0:
+        return {"ok": False, "msg": "卖一价无效", "sheets": 0, "coin_premium": 0.0}
+    per_sheet = ask * mult
+    if per_sheet <= 0:
+        return {"ok": False, "msg": "无法计算单张权利金(币)", "sheets": 0, "coin_premium": 0.0}
+    sheets = int(math.floor((coin_eff / per_sheet) + 1e-12))
+    if sheets < need:
+        return {
+            "ok": False,
+            "msg": f"可用币不足,无法买入 {need} 张(单张约 {per_sheet:.8g} 币,可用 {coin:g})",
+            "sheets": sheets,
+            "coin_premium": round(sheets * per_sheet, 8),
+            "per_sheet_coin": per_sheet,
+        }
+    prem = sheets * per_sheet
+    return {
+        "ok": True,
+        "msg": "",
+        "sheets": sheets,
+        "coin_premium": round(prem, 8),
+        "per_sheet_coin": per_sheet,
+        "eth_amount": round(sheets * mult, 8),
+    }

lib/options/options_positions_lib.py

@@ -51,9 +51,12 @@ def attach_close_preview(
         intrinsic_px=intrinsic,
         max_levels=1,
     )
+    premium_ccy = str(row.get("premium_ccy") or "USDC").strip().upper() or "USDC"
     # 残档时不累计 2×门控;有效买一时刷新计时(仅自动平仓需要)
     if preview.get("bid_invalid") or preview.get("auto_close_blocked"):
-        gate = update_close_gate(inst_id, recycle_usdc=None, premium_paid=paid)
+        gate = update_close_gate(
+            inst_id, recycle_usdc=None, premium_paid=paid, premium_ccy=premium_ccy
+        )
         preview["close_gate"] = gate
         preview["close_gate_blocked"] = True
         preview["close_gate_msg"] = preview.get("bid_invalid_reason") or gate.get("msg")
@@ -64,6 +67,7 @@ def attach_close_preview(
             inst_id,
             recycle_usdc=_safe_float(preview.get("total_received")),
             premium_paid=paid,
+            premium_ccy=premium_ccy,
         )
         passed = bool(gate.get("passed") or is_close_gate_passed(inst_id) or gate.get("ready"))
         preview["close_gate"] = gate

lib/options/options_pricing_lib.py

@@ -512,12 +512,25 @@ def equivalent_contract_leverage(
     index_px: float | None,
     eth_amount: float | None,
     total_premium: float | None,
+    margin_mode: str | None = None,
 ) -> float | None:
-    """名义价值 / 权利金,近似相当于永续合约杠杆倍数(测算用)."""
+    """名义价值 / 权利金,近似相当于永续合约杠杆倍数(测算用).
+
+    USDC: 权利金为美元 → index×eth/premium.
+    币本位: 权利金为币 → eth/premium(=1/ask 当 premium=ask×eth).
+    """
     if index_px is None or eth_amount is None or total_premium is None:
         return None
     if eth_amount <= 0 or total_premium <= 0:
         return None
+    try:
+        from lib.options.options_margin_mode_lib import normalize_options_margin_mode
+
+        mode = normalize_options_margin_mode(margin_mode)
+    except Exception:
+        mode = (str(margin_mode or "usdc").strip().lower() or "usdc")
+    if mode == "coin":
+        return round(float(eth_amount) / float(total_premium), 1)
     return round(float(index_px) * float(eth_amount) / float(total_premium), 1)
 
 

lib/options/options_register.py

@@ -59,10 +59,21 @@ def install_options_trading(app: Flask, repo_root: str, app_module: Any) -> None
     cfg = _build_cfg(app_module)
     app.extensions["options_cfg"] = cfg
     register_options_routes(app, cfg)
+    _register_options_hub_bridge(app, cfg)
     if enabled:
         _start_monitor_thread(app, cfg)
 
 
+def _register_options_hub_bridge(app: Flask, cfg: dict[str, Any]) -> None:
+    from lib.options.options_hub_lib import build_options_hub_snapshot
+
+    def snapshot_fn():
+        return build_options_hub_snapshot(cfg)
+
+    hub_ctx = dict(app.config.get("HUB_CTX") or {})
+    hub_ctx["options_snapshot_fn"] = snapshot_fn
+    app.config["HUB_CTX"] = hub_ctx
+
 
 def _build_cfg(app_module: Any) -> dict[str, Any]:
     from lib.exchange.okx_options_lib import (
@@ -83,7 +94,7 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         transfer_ccy,
     )
 
-    cfg = {
+    return {
         "enabled": _env_bool("OKX_OPTIONS_ENABLED", False),
         "get_db": app_module.get_db,
         "login_required": app_module.login_required,
@@ -95,6 +106,7 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "compound_full_enabled": _env_bool("OKX_OPTIONS_COMPOUND_FULL_ENABLED", True),
         "compound_full_cap_enabled": _env_bool("OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED", False),
         "compound_full_cap_usdc": _env_float("OKX_OPTIONS_COMPOUND_FULL_CAP_USDC", 300.0),
+        "margin_mode": (os.getenv("OKX_OPTIONS_MARGIN_MODE") or "coin").strip().lower(),
         "default_underly": (os.getenv("OKX_OPTIONS_DEFAULT_UNDERLY") or "ETH").strip().upper(),
         "max_dte_days": _env_float("OKX_OPTIONS_MAX_DTE_DAYS", 2.0),
         "chain_max_dte_days": _env_float("OKX_OPTIONS_CHAIN_MAX_DTE_DAYS", 14.0),
@@ -125,12 +137,6 @@ def _build_cfg(app_module: Any) -> dict[str, Any]:
         "options_api_ready": options_api_ready,
         "app_module": app_module,
     }
-    try:
-        from lib.sim.hooks import patch_options_cfg
-
-        return patch_options_cfg(cfg)
-    except Exception:
-        return cfg
 
 
 def _mark_balances_stale(cfg: dict[str, Any]) -> None:
@@ -370,10 +376,9 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
 
         from flask import render_template_string
 
-        from lib.common.markdown_html_lib import render_markdown_html
+        from lib.hub.hub_strategy_lib import render_markdown_html
-        from lib.paths import REPO_ROOT
 
-        md_path = REPO_ROOT / "docs" / "期权开平仓与监控说明.md"
+        md_path = Path(__file__).resolve().parents[2] / "docs" / "期权开平仓与监控说明.md"
         try:
             md_text = md_path.read_text(encoding="utf-8")
         except OSError:
@@ -417,16 +422,27 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
             return jsonify({"ok": False, "msg": err})
         force = (request.args.get("force") or "").strip().lower() in ("1", "true", "yes")
         bal = cfg["fetch_options_balances"](ex, force=force, scope="main")
-        return jsonify(
+        from lib.options.options_margin_mode_lib import is_coin_margin_mode, normalize_options_margin_mode
-            {
+
+        margin_mode = normalize_options_margin_mode()
+        payload = {
             "ok": True,
             **bal,
             "trade_budget": _env_float("OKX_OPTIONS_TRADE_BUDGET_USDC", float(cfg.get("trade_budget") or 10)),
             "compound_full_enabled": _compound_full_enabled(),
             "compound_full_cap_enabled": _env_bool("OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED", False),
             "compound_full_cap_usdc": _env_float("OKX_OPTIONS_COMPOUND_FULL_CAP_USDC", 300.0),
+            "options_margin_mode": margin_mode,
+            "options_margin_mode_label": "币本位" if margin_mode == "coin" else "USDC",
         }
-        )
+        if is_coin_margin_mode():
+            try:
+                from lib.options.options_coin_open_lib import coin_budget_preview
+
+                payload["coin_budget"] = coin_budget_preview(cfg, ex)
+            except Exception as e:
+                payload["coin_budget"] = {"ok": False, "msg": str(e)}
+        return jsonify(payload)
 
     @app.route("/api/options/chain")
     @lr
@@ -438,12 +454,16 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         # 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:
+            from lib.options.options_margin_mode_lib import normalize_options_margin_mode
+
+            margin_mode = normalize_options_margin_mode()
             chain = cfg["build_option_chain"](
                 ex,
                 u,
                 max_dte_days=chain_max_dte,
                 itm_only=False,
                 itm_max_dist_usd=cfg["itm_max_dist"],
+                margin_mode=margin_mode,
             )
         except Exception as e:
             return jsonify({"ok": False, "msg": f"加载期权链失败: {e}"})
@@ -452,6 +472,15 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         # 热更新:每次读 env,保存配置后刷新链即可生效
         ask_liq_filter = _env_bool("OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED", True)
         budget_buffer = _env_float("OKX_OPTIONS_BUDGET_BUFFER", 0.95)
+        coin_budget = None
+        try:
+            from lib.options.options_margin_mode_lib import is_coin_margin_mode
+            from lib.options.options_coin_open_lib import coin_budget_preview
+
+            if is_coin_margin_mode():
+                coin_budget = coin_budget_preview(cfg, ex)
+        except Exception:
+            coin_budget = None
         if not expiries:
             return jsonify(
                 {
@@ -462,6 +491,8 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                     "ask_liq_filter_enabled": ask_liq_filter,
                     "budget_buffer": budget_buffer,
                     "trade_budget": cfg["trade_budget"],
+                    "options_margin_mode": chain.get("margin_mode") or margin_mode,
+                    "coin_budget": coin_budget,
                 }
             )
         return jsonify(
@@ -472,6 +503,8 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                 "ask_liq_filter_enabled": ask_liq_filter,
                 "budget_buffer": budget_buffer,
                 "trade_budget": cfg["trade_budget"],
+                "options_margin_mode": chain.get("margin_mode") or margin_mode,
+                "coin_budget": coin_budget,
             }
         )
 
@@ -500,8 +533,158 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
         if mode == "close_preview":
             paid = _open_premium_paid(cfg, inst_id)
             target = sheet_count if sheet_count is not None else 0
-            return jsonify(_attach_close_preview(cfg, ex, {**q, "pos": target, "premium_paid": paid}, sheets=target, premium_paid=paid))
+            from lib.options.options_margin_mode_lib import margin_mode_from_inst_id, premium_ccy_for_mode
+
+            row_mode = margin_mode_from_inst_id(inst_id)
+            prem_ccy = premium_ccy_for_mode(row_mode, (inst_id.split("-")[0] if inst_id else "ETH"))
+            preview_row = {
+                **q,
+                "pos": target,
+                "premium_paid": paid,
+                "margin_mode": row_mode,
+                "premium_ccy": prem_ccy,
+            }
+            out = _attach_close_preview(cfg, ex, preview_row, sheets=target, premium_paid=paid)
+            out["options_margin_mode"] = row_mode
+            out["premium_ccy"] = prem_ccy
+            return jsonify(out)
         mode, mode_note = _normalize_size_mode(mode)
+
+        # 币本位:报价预览走 USDT 预算→估币→张数,禁止再查 USDC
+        try:
+            from lib.options.options_margin_mode_lib import (
+                is_coin_margin_mode,
+                margin_mode_from_inst_id,
+            )
+            from lib.options.options_coin_open_lib import coin_budget_preview
+            from lib.exchange.okx_options_lib import option_buy_liquidity_ok
+
+            if is_coin_margin_mode():
+                ask = q.get("ask")
+                ask_sz = q.get("ask_sz")
+                can_open, block_msg = option_buy_liquidity_ok(ask, ask_sz)
+                try:
+                    from lib.hedge_plan.okx_trade_mode_lib import block_standalone_open_by_mode_msg
+
+                    mode_block = block_standalone_open_by_mode_msg()
+                except Exception as e:
+                    return jsonify({"ok": False, "can_open": False, "msg": f"交易模式校验失败: {e}"})
+                if mode_block:
+                    return jsonify(
+                        {
+                            **q,
+                            "ok": True,
+                            "can_open": False,
+                            "msg": mode_block,
+                            "options_margin_mode": "coin",
+                            "sizing": {"ok": False, "msg": mode_block, "sheets": 0, "eth_amount": 0.0, "total_premium": 0.0},
+                        }
+                    )
+                if margin_mode_from_inst_id(inst_id) != "coin":
+                    return jsonify(
+                        {
+                            **q,
+                            "ok": True,
+                            "can_open": False,
+                            "msg": "当前为币本位模式,请选择 ETH-USD / BTC-USD 合约(非 USD_UM)",
+                            "options_margin_mode": "coin",
+                            "sizing": {
+                                "ok": False,
+                                "msg": "合约非币本位",
+                                "sheets": 0,
+                                "eth_amount": 0.0,
+                                "total_premium": 0.0,
+                            },
+                        }
+                    )
+                budget_info = coin_budget_preview(cfg, ex)
+                if not can_open:
+                    return jsonify(
+                        {
+                            **q,
+                            "ok": True,
+                            "can_open": False,
+                            "msg": block_msg or q.get("open_block_msg") or "暂无卖一深度,无法买入",
+                            "options_margin_mode": "coin",
+                            "coin_budget": budget_info,
+                            "sizing": {
+                                "ok": False,
+                                "msg": block_msg or "暂无卖一深度,无法买入",
+                                "sheets": 0,
+                                "eth_amount": 0.0,
+                                "total_premium": 0.0,
+                            },
+                        }
+                    )
+                if not budget_info.get("ok"):
+                    return jsonify(
+                        {
+                            **q,
+                            "ok": True,
+                            "can_open": False,
+                            "msg": budget_info.get("msg") or "交易账户 USDT 不足",
+                            "options_margin_mode": "coin",
+                            "coin_budget": budget_info,
+                            "sizing": {
+                                "ok": False,
+                                "msg": budget_info.get("msg") or "交易账户 USDT 不足",
+                                "sheets": 0,
+                                "eth_amount": 0.0,
+                                "total_premium": 0.0,
+                            },
+                        }
+                    )
+                idx = _safe_float(q.get("index_px")) or _safe_float(q.get("idxPx"))
+                budget_usdt = float(budget_info["budget_usdt"])
+                target_sheets = sheet_count if mode == "sheets" and sheet_count is not None else None
+                if mode == "eth" and request.args.get("eth"):
+                    # 指定币量:按币量反推张数后再走统一规划
+                    try:
+                        eth_want = float(request.args.get("eth"))
+                    except (TypeError, ValueError):
+                        eth_want = 0.0
+                    if eth_want > 0 and float(ct_mult) > 0:
+                        import math
+
+                        target_sheets = max(int(min_sz), int(math.floor(eth_want / float(ct_mult) + 1e-12)))
+                from lib.options.options_margin_mode_lib import plan_coin_open_by_budget
+
+                sizing = plan_coin_open_by_budget(
+                    quote_per_unit=float(ask),
+                    ct_mult=float(ct_mult),
+                    min_sz=int(min_sz),
+                    budget_usdt=budget_usdt,
+                    index_px=float(idx or 0),
+                    ask_sz=ask_sz,
+                    target_sheets=target_sheets,
+                )
+                if sizing.get("ok"):
+                    sizing["premium_ccy"] = (inst_id.split("-")[0] if inst_id else "ETH").upper()
+                    sizing["est_coin"] = sizing.get("buy_coin")
+                q = _attach_close_preview(
+                    cfg,
+                    ex,
+                    q,
+                    sheets=int(sizing.get("sheets") or 0),
+                    premium_paid=_open_premium_paid(cfg, inst_id),
+                )
+                return jsonify(
+                    {
+                        **q,
+                        "can_open": bool(sizing.get("ok")),
+                        "quote_per_unit": ask,
+                        "premium_per_sheet": round(float(ask) * float(ct_mult), 8),
+                        "sizing": sizing,
+                        "mode": mode,
+                        "mode_note": mode_note,
+                        "options_margin_mode": "coin",
+                        "coin_budget": budget_info,
+                        "compound_full_enabled": _compound_full_enabled(),
+                    }
+                )
+        except Exception as e:
+            return jsonify({"ok": False, "msg": f"币本位报价失败: {e}"})
+
         budget = cfg["trade_budget"]
         budget_cap = cfg["trade_budget"]
         available_usdc = None
@@ -806,6 +989,48 @@ 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"})
+        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
+
+            if is_coin_margin_mode():
+                want_sheets = None
+                if mode == "sheets":
+                    try:
+                        want_sheets = int(data.get("sheets") or 0) or None
+                    except (TypeError, ValueError):
+                        want_sheets = None
+                elif mode == "eth":
+                    try:
+                        eth_want = float(data.get("eth") or 0)
+                    except (TypeError, ValueError):
+                        eth_want = 0.0
+                    if eth_want > 0:
+                        q0 = cfg["quote_option_contract"](ex, inst_id)
+                        ct0 = float((q0 or {}).get("ct_mult") or 0.01)
+                        min0 = int((q0 or {}).get("min_sz") or 1)
+                        if ct0 > 0:
+                            import math
+
+                            want_sheets = max(min0, int(math.floor(eth_want / ct0 + 1e-12)))
+                result = open_coin_option_buy_full(
+                    cfg,
+                    ex,
+                    inst_id=inst_id,
+                    signal_note=signal_note,
+                    target_index=target_index,
+                    profit_exit_enabled=profit_exit_enabled,
+                    profit_exit_mult=profit_exit_mult,
+                    target_sheets=want_sheets,
+                )
+                if result.get("ok"):
+                    from lib.exchange.okx_options_lib import invalidate_option_positions_cache
+
+                    invalidate_option_positions_cache()
+                    _mark_balances_stale(cfg)
+                return jsonify(result)
+        except Exception as e:
+            return jsonify({"ok": False, "msg": f"币本位开仓失败: {e}"})
         q = cfg["quote_option_contract"](ex, inst_id)
         if not q.get("ok"):
             return jsonify(q)
@@ -1430,9 +1655,46 @@ def register_options_routes(app: Flask, cfg: dict[str, Any]) -> None:
                         conn2.close()
                 except Exception:
                     pass
+                try:
+                    from lib.options.options_coin_open_lib import maybe_sell_spot_after_close
+
+                    spot_sell = maybe_sell_spot_after_close(cfg, ex, inst_id=inst_id, close_result=result)
+                    if spot_sell is not None:
+                        result = dict(result)
+                        result["spot_sell"] = spot_sell
+                        if spot_sell.get("bridge_status") == "pending_sell_spot":
+                            result["msg"] = (
+                                str(result.get("msg") or "平仓成功")
+                                + ";但卖回 USDT 失败,请点「重试卖回」"
+                            )
+                except Exception as e:
+                    result = dict(result)
+                    result["spot_sell"] = {"ok": False, "msg": str(e)}
             _mark_balances_stale(cfg)
         return jsonify(result)
 
+    @app.route("/api/options/spot-bridge/retry-sell", methods=["POST"])
+    @lr
+    def api_options_spot_bridge_retry_sell():
+        """币本位:重试把残留标的币市价卖回 USDT."""
+        ex, err = _require_options_ex(cfg)
+        if ex is None:
+            return jsonify({"ok": False, "msg": err})
+        data = request.get_json(silent=True) or {}
+        underlying = (data.get("underlying") or cfg.get("default_underly") or "ETH").strip().upper()
+        inst_id = (data.get("inst_id") or "").strip() or None
+        conn = cfg["get_db"]()
+        try:
+            init_options_tables(conn)
+            from lib.options.options_spot_bridge_lib import sell_residual_after_option_flat
+
+            out = sell_residual_after_option_flat(conn, ex, underlying=underlying, inst_id=inst_id)
+            if out.get("ok"):
+                _mark_balances_stale(cfg)
+            return jsonify(out)
+        finally:
+            conn.close()
+
     @app.route("/api/options/convert/quote", methods=["POST"])
     @lr
     def api_options_convert_quote():

lib/options/options_spot_bridge_lib.py

@@ -0,0 +1,415 @@
+"""币本位期权:USDT↔标的币现货桥与本地状态."""
+from __future__ import annotations
+
+import sqlite3
+import time
+from typing import Any
+
+from lib.options.options_margin_mode_lib import spot_quote_inst_id
+
+
+BRIDGE_BOUGHT = "bought_pending_open"
+BRIDGE_HOLDING = "holding"
+BRIDGE_PENDING_SELL = "pending_sell_spot"
+BRIDGE_CLOSED = "closed"
+
+
+def ensure_bridge_table(conn: sqlite3.Connection) -> None:
+    conn.execute(
+        """
+        CREATE TABLE IF NOT EXISTS options_spot_bridge (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            underlying TEXT NOT NULL,
+            status TEXT NOT NULL,
+            budget_usdt REAL,
+            buy_ord_id TEXT,
+            coin_bought REAL,
+            sell_ord_id TEXT,
+            coin_sold REAL,
+            usdt_recovered REAL,
+            inst_id TEXT,
+            message TEXT,
+            created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+            updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+            closed_at TIMESTAMP
+        )
+        """
+    )
+    conn.execute(
+        """
+        CREATE INDEX IF NOT EXISTS idx_options_spot_bridge_status
+        ON options_spot_bridge(status)
+        """
+    )
+
+
+def list_open_bridges(conn: sqlite3.Connection) -> list[dict[str, Any]]:
+    ensure_bridge_table(conn)
+    cur = conn.execute(
+        """
+        SELECT id, underlying, status, budget_usdt, buy_ord_id, coin_bought,
+               sell_ord_id, coin_sold, usdt_recovered, inst_id, message,
+               created_at, updated_at, closed_at
+        FROM options_spot_bridge
+        WHERE status IN (?, ?, ?)
+        ORDER BY id DESC
+        """,
+        (BRIDGE_BOUGHT, BRIDGE_HOLDING, BRIDGE_PENDING_SELL),
+    )
+    cols = [d[0] for d in cur.description]
+    return [dict(zip(cols, row)) for row in cur.fetchall()]
+
+
+def has_unfinished_bridge(conn: sqlite3.Connection) -> bool:
+    return bool(list_open_bridges(conn))
+
+
+def insert_bridge(
+    conn: sqlite3.Connection,
+    *,
+    underlying: str,
+    status: str,
+    budget_usdt: float | None = None,
+    buy_ord_id: str | None = None,
+    coin_bought: float | None = None,
+    inst_id: str | None = None,
+    message: str | None = None,
+) -> int:
+    ensure_bridge_table(conn)
+    cur = conn.execute(
+        """
+        INSERT INTO options_spot_bridge(
+            underlying, status, budget_usdt, buy_ord_id, coin_bought, inst_id, message, updated_at
+        ) VALUES (?, ?, ?, ?, ?, ?, ?, CURRENT_TIMESTAMP)
+        """,
+        (
+            (underlying or "ETH").upper(),
+            status,
+            budget_usdt,
+            buy_ord_id,
+            coin_bought,
+            inst_id,
+            message,
+        ),
+    )
+    conn.commit()
+    return int(cur.lastrowid)
+
+
+def update_bridge(
+    conn: sqlite3.Connection,
+    bridge_id: int,
+    *,
+    status: str | None = None,
+    buy_ord_id: str | None = None,
+    coin_bought: float | None = None,
+    sell_ord_id: str | None = None,
+    coin_sold: float | None = None,
+    usdt_recovered: float | None = None,
+    inst_id: str | None = None,
+    message: str | None = None,
+    close: bool = False,
+) -> None:
+    ensure_bridge_table(conn)
+    fields: list[str] = ["updated_at=CURRENT_TIMESTAMP"]
+    vals: list[Any] = []
+    if status is not None:
+        fields.append("status=?")
+        vals.append(status)
+    if buy_ord_id is not None:
+        fields.append("buy_ord_id=?")
+        vals.append(buy_ord_id)
+    if coin_bought is not None:
+        fields.append("coin_bought=?")
+        vals.append(coin_bought)
+    if sell_ord_id is not None:
+        fields.append("sell_ord_id=?")
+        vals.append(sell_ord_id)
+    if coin_sold is not None:
+        fields.append("coin_sold=?")
+        vals.append(coin_sold)
+    if usdt_recovered is not None:
+        fields.append("usdt_recovered=?")
+        vals.append(usdt_recovered)
+    if inst_id is not None:
+        fields.append("inst_id=?")
+        vals.append(inst_id)
+    if message is not None:
+        fields.append("message=?")
+        vals.append(message)
+    if close or status == BRIDGE_CLOSED:
+        fields.append("closed_at=CURRENT_TIMESTAMP")
+    vals.append(int(bridge_id))
+    conn.execute(
+        f"UPDATE options_spot_bridge SET {', '.join(fields)} WHERE id=?",
+        vals,
+    )
+    conn.commit()
+
+
+def _safe_float(v: Any) -> float | None:
+    if v is None or v == "":
+        return None
+    try:
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def fetch_trading_coin_available(ex: Any, ccy: str) -> float | None:
+    """交易账户标的币可用."""
+    from lib.exchange.okx_options_lib import _extract_ccy_free, _safe_float as _sf
+
+    ccy_u = (ccy or "").upper()
+    if not ccy_u:
+        return None
+    try:
+        bal = ex.fetch_balance(params={"type": "trading"})
+        free = _extract_ccy_free(bal, ccy_u)
+        if free is not None:
+            return float(free)
+        # 部分账户结构只有 total
+        from lib.exchange.okx_options_lib import _extract_ccy_balance
+
+        tot = _extract_ccy_balance(bal, ccy_u)
+        return float(tot) if tot is not None else None
+    except Exception:
+        return None
+
+
+def spot_market_buy_coin_with_usdt(
+    ex: Any,
+    *,
+    underlying: str,
+    usdt_amount: float,
+) -> dict[str, Any]:
+    """交易账户:用 USDT 市价买入标的币."""
+    if usdt_amount <= 0:
+        return {"ok": False, "msg": "USDT 数量须大于 0"}
+    inst_id = spot_quote_inst_id(underlying)
+    try:
+        body = {
+            "instId": inst_id,
+            "tdMode": "cash",
+            "side": "buy",
+            "ordType": "market",
+            "sz": str(usdt_amount),
+            "tgtCcy": "quote_ccy",
+        }
+        resp = ex.private_post_trade_order(body)
+        data = (resp or {}).get("data") or []
+        if data and str(data[0].get("sCode")) == "0":
+            return {
+                "ok": True,
+                "inst_id": inst_id,
+                "ord_id": str(data[0].get("ordId") or ""),
+                "data": data[0],
+                "raw": resp,
+            }
+        from lib.exchange.okx_options_lib import _okx_trade_error_message
+
+        return {"ok": False, "msg": _okx_trade_error_message(resp=resp), "raw": resp}
+    except Exception as e:
+        from lib.exchange.okx_options_lib import _okx_trade_error_message
+
+        return {"ok": False, "msg": _okx_trade_error_message(e)}
+
+
+def spot_market_sell_coin_to_usdt(
+    ex: Any,
+    *,
+    underlying: str,
+    coin_amount: float | None = None,
+) -> dict[str, Any]:
+    """交易账户:市价卖出标的币换 USDT.coin_amount 空则尽量卖光可用."""
+    ccy = (underlying or "ETH").upper()
+    amt = coin_amount
+    if amt is None or float(amt) <= 0:
+        avail = fetch_trading_coin_available(ex, ccy)
+        if avail is None or float(avail) <= 0:
+            return {"ok": False, "msg": f"交易账户无可用 {ccy}"}
+        amt = float(avail)
+    if float(amt) <= 0:
+        return {"ok": False, "msg": f"{ccy} 数量须大于 0"}
+    # 留一点粉尘避免精度拒单
+    sell_sz = float(amt)
+    if sell_sz > 1e-8:
+        sell_sz = max(0.0, sell_sz * 0.999)
+    inst_id = spot_quote_inst_id(ccy)
+    try:
+        # 现货卖出数量精度:截到 8 位
+        sz = f"{sell_sz:.8f}".rstrip("0").rstrip(".")
+        if not sz or float(sz) <= 0:
+            return {"ok": False, "msg": f"{ccy} 可卖数量过小"}
+        body = {
+            "instId": inst_id,
+            "tdMode": "cash",
+            "side": "sell",
+            "ordType": "market",
+            "sz": sz,
+            "tgtCcy": "base_ccy",
+        }
+        resp = ex.private_post_trade_order(body)
+        data = (resp or {}).get("data") or []
+        if data and str(data[0].get("sCode")) == "0":
+            return {
+                "ok": True,
+                "inst_id": inst_id,
+                "ord_id": str(data[0].get("ordId") or ""),
+                "coin_sold": float(sz),
+                "data": data[0],
+                "raw": resp,
+            }
+        from lib.exchange.okx_options_lib import _okx_trade_error_message
+
+        return {"ok": False, "msg": _okx_trade_error_message(resp=resp), "raw": resp}
+    except Exception as e:
+        from lib.exchange.okx_options_lib import _okx_trade_error_message
+
+        return {"ok": False, "msg": _okx_trade_error_message(e)}
+
+
+def rollback_bought_coin_to_usdt(
+    conn: sqlite3.Connection,
+    ex: Any,
+    *,
+    bridge_id: int,
+    underlying: str,
+    reason: str = "",
+    coin_amount: float | None = None,
+) -> dict[str, Any]:
+    """买币后开期权失败:卖回 USDT 并关闭桥.优先卖 bridge 记录的买入量."""
+    amt = coin_amount
+    if amt is None or float(amt) <= 0:
+        ensure_bridge_table(conn)
+        row = conn.execute(
+            "SELECT coin_bought FROM options_spot_bridge WHERE id=?",
+            (int(bridge_id),),
+        ).fetchone()
+        if row:
+            try:
+                amt = float(row[0] if not isinstance(row, dict) else row.get("coin_bought") or 0)
+            except (TypeError, ValueError, KeyError, IndexError):
+                amt = None
+    sell = spot_market_sell_coin_to_usdt(ex, underlying=underlying, coin_amount=amt)
+    if not sell.get("ok"):
+        update_bridge(
+            conn,
+            bridge_id,
+            status=BRIDGE_PENDING_SELL,
+            message=(reason or "") + " | 回滚卖币失败: " + str(sell.get("msg") or ""),
+        )
+        return {"ok": False, "msg": sell.get("msg") or "回滚卖币失败", "bridge_status": BRIDGE_PENDING_SELL}
+    update_bridge(
+        conn,
+        bridge_id,
+        status=BRIDGE_CLOSED,
+        sell_ord_id=str(sell.get("ord_id") or ""),
+        coin_sold=_safe_float(sell.get("coin_sold")),
+        message=reason or "开仓失败已卖回 USDT",
+        close=True,
+    )
+    return {"ok": True, "sell": sell, "bridge_status": BRIDGE_CLOSED}
+
+
+def sell_residual_after_option_flat(
+    conn: sqlite3.Connection,
+    ex: Any,
+    *,
+    underlying: str,
+    inst_id: str | None = None,
+) -> dict[str, Any]:
+    """期权已平:卖掉本桥残留标的币;优先关闭 matching holding/pending 桥."""
+    ensure_bridge_table(conn)
+    bridges = list_open_bridges(conn)
+    target = None
+    for b in bridges:
+        if str(b.get("status")) in (BRIDGE_HOLDING, BRIDGE_PENDING_SELL, BRIDGE_BOUGHT):
+            if not underlying or str(b.get("underlying") or "").upper() == underlying.upper():
+                target = b
+                break
+    coin_amt = None
+    if target is not None:
+        try:
+            coin_amt = float(target.get("coin_bought") or 0) or None
+        except (TypeError, ValueError):
+            coin_amt = None
+    sell = spot_market_sell_coin_to_usdt(ex, underlying=underlying, coin_amount=coin_amt)
+    if target is None:
+        if not sell.get("ok"):
+            msg = str(sell.get("msg") or "")
+            if "无可用" in msg or "过小" in msg:
+                return {"ok": True, "msg": "无残留币需卖回", "skipped": True}
+            return {"ok": False, "msg": msg, "bridge_status": BRIDGE_PENDING_SELL}
+        return {"ok": True, "sell": sell, "bridge_status": None}
+    bid = int(target["id"])
+    if not sell.get("ok"):
+        update_bridge(
+            conn,
+            bid,
+            status=BRIDGE_PENDING_SELL,
+            inst_id=inst_id,
+            message=str(sell.get("msg") or "卖回 USDT 失败"),
+        )
+        return {
+            "ok": False,
+            "msg": sell.get("msg") or "卖回 USDT 失败",
+            "bridge_id": bid,
+            "bridge_status": BRIDGE_PENDING_SELL,
+        }
+    update_bridge(
+        conn,
+        bid,
+        status=BRIDGE_CLOSED,
+        sell_ord_id=str(sell.get("ord_id") or ""),
+        coin_sold=_safe_float(sell.get("coin_sold")),
+        inst_id=inst_id,
+        message="期权已平,币已卖回 USDT",
+        close=True,
+    )
+    return {"ok": True, "sell": sell, "bridge_id": bid, "bridge_status": BRIDGE_CLOSED}
+
+
+def bridge_blocks_new_open_msg(conn: sqlite3.Connection) -> str | None:
+    bridges = list_open_bridges(conn)
+    if not bridges:
+        return None
+    st = str(bridges[0].get("status") or "")
+    if st == BRIDGE_PENDING_SELL:
+        return "存在待卖回 USDT 的币本位桥残留,请先到期权页重试卖回后再开仓"
+    if st == BRIDGE_BOUGHT:
+        return "存在已买币未完成开仓的桥流程,请等待回滚或联系处理后重试"
+    if st == BRIDGE_HOLDING:
+        return "币本位桥仍在持仓中(一次仅一笔),请先平仓并卖回 USDT"
+    return "存在未完成的币本位资金桥,暂不可开仓"
+
+
+def mode_switch_block_msg(conn: sqlite3.Connection, ex: Any | None = None) -> str | None:
+    """有单笔期权仓或未完成桥时禁止切换本位."""
+    if has_unfinished_bridge(conn):
+        return "存在未完成的币本位资金桥,禁止切换期权本位模式"
+    if ex is not None:
+        try:
+            from lib.exchange.okx_options_lib import fetch_option_positions
+
+            rows = fetch_option_positions(ex) or []
+            for p in rows:
+                try:
+                    pos = float(p.get("pos") or 0)
+                except (TypeError, ValueError):
+                    pos = 0.0
+                if abs(pos) > 1e-12:
+                    return "存在未平期权持仓,禁止切换期权本位模式"
+        except Exception:
+            pass
+    # 本地 open 交易记录
+    try:
+        row = conn.execute(
+            "SELECT COUNT(*) FROM options_trades WHERE status='open'"
+        ).fetchone()
+        n = int(row[0] if not isinstance(row, dict) else row.get("COUNT(*)") or list(row.values())[0])
+        if n > 0:
+            return "本地仍有未平期权记录,禁止切换期权本位模式"
+    except Exception:
+        pass
+    return None

lib/options/templates/options_panel.html

@@ -8,7 +8,7 @@
      data-ask-liq-filter="{% if options_chain_ask_liq_filter is defined %}{{ '1' if options_chain_ask_liq_filter else '0' }}{% else %}1{% endif %}">
     {% set compound_on = options_compound_full_enabled if options_compound_full_enabled is defined else true %}
     {% if not options_enabled %}
-    <div class="flash" style="margin-bottom:12px">期权未启用:请在 <code>crypto_monitor_okx/.env</code> 设置 <code>OKX_OPTIONS_ENABLED=true</code> 及 <code>OKX_API_*</code>(永续与期权共用),然后 <code>pm2 restart crypto_okx --update-env</code>.</div>
+    <div class="flash" style="margin-bottom:12px">期权未启用:请在 <code>项目根目录/.env</code> 设置 <code>OKX_OPTIONS_ENABLED=true</code> 及 <code>OKX_API_*</code>(永续与期权共用),然后 <code>pm2 restart crypto_okx --update-env</code>.</div>
     {% endif %}
     {% if options_enabled and options_open_allowed is defined and not options_open_allowed %}
     <div class="flash" style="margin-bottom:12px">当前交易模式为对冲(永期/期期),不可单独开期权;持仓可在此查看/平仓.切换请到 env「交易模式」.</div>
@@ -28,16 +28,11 @@
                         <li>链展示近 <span id="opt-chain-dte">14</span> 日到期;列表与 T 型默认<strong>平值 + 实值3档 + 虚值3档</strong>,勾选「展开全部」看全部行权价(若当前为实值/虚值筛选会自动切回「全部」)。</li>
                         <li>「按可用余额打满」可用额度 = min(交易户可用 USDC, 单笔预算 <strong id="opt-trade-budget">{{ '%.2f'|format(options_trade_budget|default(10)|float) }}</strong>),再 × 预算缓冲 <strong id="opt-budget-buf">{{ '%.2f'|format(options_budget_buffer|default(0.95)|float) }}</strong> 算张数(env 可改)。</li>
                         <li>「全仓复利」用期权交易户<strong>全部可用</strong>×缓冲开仓(不受单笔预算限制);可选开启全仓上限;该模式下仅允许同时 1 笔持仓。</li>
+                        <li><strong>币本位</strong>(env <code>OKX_OPTIONS_MARGIN_MODE=coin</code> 默认):按最大可开张数×卖一权利金×现货缓冲(<code>OKX_OPTIONS_COIN_SPOT_BUY_BUFFER</code> 默认1.10)买 ETH/BTC,不全额兑换;平仓后卖回 USDT;对冲仍仅 USDC。有仓勿切换本位。1 张名义以交易所 <code>ctMult</code> 为准(常见0.1)。</li>
                         <li><strong>翻倍出场</strong>:开仓时可勾选;1倍=盈利等于权利金,买一可回收达标后限价平;持仓卡可改倍数或关闭。</li>
+                        <li>平仓仅买一限价,详见说明文档。</li>
                     </ul>
-                    <p><strong>买一平仓</strong>:平仓前重新读盘口并校验有效流动性;市价平仓已禁用。</p>
+                    <p><a href="/options/guide" target="_blank" rel="noopener">打开《期权开平仓与监控说明》</a></p>
-                    <ul>
-                        <li>本轮只锁<strong>买一</strong>:张数 = min(持仓, 买一深度),限价 = 当场买一。</li>
-                        <li>买一不够时只平能吃掉的部分,剩余等下次再点「买一平仓」。</li>
-                        <li>手动平仓只验有效买一(非残档);目标触达后才平,2×权利金只是门控(到 2× 本身不会自动平)。</li>
-                        <li><strong>翻倍出场</strong>:开启后可自选倍数(默认1);1倍=盈利等于权利金,买一可回收达标即限价平;可随时关闭。</li>
-                        <li>全程 <code>reduceOnly</code> 限价卖,不吃买二及以下、不走市价。</li>
-                    </ul>
                 </div>
             </details>
             <div class="form-row options-chain-toolbar">
@@ -69,7 +64,7 @@
                             <th>类型</th>
                             <th>合约</th>
                             <th>卖一/张</th>
-                            <th title="指数÷卖一(每1币)">杠杆</th>
+                            <th title="USDC:指数÷卖一;币本位:1÷卖一(卖一为币报价)">杠杆</th>
                             <th>买一/张</th>
                             <th>到期平衡</th>
                             <th>距平衡</th>
@@ -208,6 +203,20 @@
                         <div class="pos-empty" id="opt-pos-empty">暂无持仓</div>
                         <div id="opt-pos-cards"></div>
                     </div>
+                    <details class="opt-close-rule">
+                        <summary>买一平仓规则说明</summary>
+                        <div class="opt-close-rule-body">
+                            <p>平仓前重新读盘口并校验有效流动性;市价平仓已禁用。</p>
+                            <ul>
+                                <li>本轮只锁<strong>买一</strong>:张数 = min(持仓, 买一深度),限价 = 当场买一。</li>
+                                <li>买一不够时只平能吃掉的部分,剩余等下次再点「买一平仓」。</li>
+                                <li>手动平仓只验有效买一(非残档);目标触达后才平,2×权利金只是门控(到 2× 本身不会自动平)。</li>
+                                <li><strong>翻倍出场</strong>:开启后可自选倍数(默认1);1倍=盈利等于权利金,买一可回收达标即限价平;可随时关闭。</li>
+                                <li>全程 <code>reduceOnly</code> 限价卖,不吃买二及以下、不走市价。</li>
+                            </ul>
+                            <p><a href="/options/guide" target="_blank" rel="noopener">打开《期权开平仓与监控说明》</a></p>
+                        </div>
+                    </details>
                 </div>
                 <div class="options-pos-pane" data-opt-pos-pane="pending" role="tabpanel" aria-labelledby="opt-pos-tab-pending" hidden>
                     <div class="opt-pos-pending-pane">
@@ -343,5 +352,4 @@
     </div>
 </div>
 <script src="/static/options_expiry_countdown.js?v=1"></script>
-<script src="/static/options_settings.js?v=11"></script>
+<script src="/static/options_panel.js?v=65"></script>
-<script src="/static/options_panel.js?v=64"></script>