Show okx_sim/okx_live and gate live API fields by matching mode.

In sim, hide LIVE/API keys and expose simulated fund settings in env UI.

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

app.py

@@ -5046,11 +5046,18 @@ def render_main_page(page="options", embed_mode=None):
     options_funding_usdt = None
     options_trading_usdt = None
     _sim_mode_for_header = False
+    _exchange_display_for_header = EXCHANGE_DISPLAY_NAME
     try:
+        from lib.sim.mode_lib import exchange_mode_label as _exchange_mode_label
         from lib.sim.mode_lib import is_sim_mode as _is_sim_mode_fn
+
         _sim_mode_for_header = bool(_is_sim_mode_fn(get_db))
+        _exchange_display_for_header = _exchange_mode_label(
+            is_sim=_sim_mode_for_header, exchange_key="okx"
+        )
     except Exception:
         _sim_mode_for_header = False
+        _exchange_display_for_header = EXCHANGE_DISPLAY_NAME
     if (
         OKX_OPTIONS_ENABLED
         and embed_mode != "fragment"
@@ -5258,7 +5265,7 @@ def render_main_page(page="options", embed_mode=None):
         key_rule_ctx=key_rule_ctx,
         funds_fmt=format_funds_u,
         options_funding_label=options_funding_label,
-        exchange_display=EXCHANGE_DISPLAY_NAME,
+        exchange_display=_exchange_display_for_header,
         options_enabled=OKX_OPTIONS_ENABLED,
         trading_mode=("sim" if _sim_mode_for_header else "live"),
         is_sim_mode=_sim_mode_for_header,
@@ -5532,10 +5539,18 @@ def api_account_snapshot():
         except Exception:
             options_unrealized_pnl = None
     _show_perp_funds = show_perp_funds_enabled(exchange_key="okx")
+    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
+
+        _snapshot_mode_label = _ex_mode_label(is_sim=_is_sim(get_db), exchange_key="okx")
+    except Exception:
+        _snapshot_mode_label = EXCHANGE_DISPLAY_NAME
     return jsonify({
         "funding_usdt": funding_usdt,
         "current_capital": current_capital,
         "show_perp_funds": _show_perp_funds,
+        "exchange_mode_label": _snapshot_mode_label,
         "options_funding_usdc": options_funding_usdc,
         "options_funding_usdt": options_funding_usdt,
         "options_trading_usdc": options_trading_usdc,

lib/common/static/instance_settings_prefs.js

@@ -386,20 +386,42 @@
   }
 
   function bindTradeModeAutoRefresh(body) {
-    const modeSel = body.querySelector('.env-field-input[data-env-key="OKX_TRADE_MODE"]');
+    bindEnvSelectAutoRefresh(
-    if (!modeSel || modeSel.dataset.modeRefreshBound === "1") return;
+      body,
-    modeSel.dataset.modeRefreshBound = "1";
+      "OKX_TRADE_MODE",
+      "切换交易模式并刷新配置…",
+      "交易模式已切换为当前选项,配置区已刷新",
+      "modeRefreshBound",
+      true
+    );
+    bindEnvSelectAutoRefresh(
+      body,
+      "SIM_DEFAULT_MODE",
+      "切换撮合模式并刷新配置…",
+      "撮合模式已切换,配置区已刷新(sim 隐藏 API / live 显示实盘项)",
+      "simModeRefreshBound",
+      false
+    );
+  }
+
+  function bindEnvSelectAutoRefresh(body, key, pendingMsg, okMsg, flag, jumpModeSection) {
+    const modeSel = body && body.querySelector('.env-field-input[data-env-key="' + key + '"]');
+    if (!modeSel || modeSel.dataset[flag] === "1") return;
+    modeSel.dataset[flag] = "1";
     modeSel.addEventListener("change", async () => {
       const status = document.getElementById("env-config-status");
       const nextMode = modeSel.value;
-      setStatus(status, "切换交易模式并刷新配置…");
+      setStatus(status, pendingMsg);
       try {
+        const payload = { values: {} };
+        payload.values[key] = nextMode;
         await fetchJson("/api/settings/env", {
           method: "POST",
           headers: { "Content-Type": "application/json" },
-          body: JSON.stringify({ values: { OKX_TRADE_MODE: nextMode } }),
+          body: JSON.stringify(payload),
         });
         await loadEnvConfig(true);
+        if (jumpModeSection) {
           const page = envConfigRoot() || document.querySelector(".env-config-page");
           const newBody = page && page.querySelector("#env-config-body");
           const idx = newBody && newBody.dataset.envModeSectionIdx;
@@ -407,7 +429,18 @@
             const radio = document.getElementById("env-sec-" + idx);
             if (radio) radio.checked = true;
           }
-        setStatus(status, "交易模式已切换为当前选项,配置区已刷新");
+        }
+        setStatus(status, okMsg);
+        if (typeof global.refreshAccountSnapshot === "function") {
+          global.refreshAccountSnapshot({ force: true, silent: true });
+        }
+        // 顶栏交易所名:okx_sim / okx_live
+        const label = nextMode === "sim" ? "okx_sim" : nextMode === "live" ? "okx_live" : "";
+        if (label) {
+          document.querySelectorAll('[data-funds-field="exchange-mode-label"]').forEach((el) => {
+            el.textContent = label;
+          });
+        }
       } catch (e) {
         setStatus(status, e.message || "切换失败", true);
       }

lib/env/env_schema.py

@@ -100,6 +100,9 @@ HOT_RELOAD_EXACT = frozenset({
     "OKX_OPTIONS_BUDGET_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",

lib/env/env_ui_manifest.py

@@ -17,12 +17,42 @@ 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": [
         (
             "SIM_DEFAULT_MODE",
             "撮合模式",
-            "sim=本地模拟资金(公开行情撮合,不下真实单); live=实盘账户.保存后立即切换",
+            "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)"),
@@ -372,15 +402,41 @@ 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
@@ -406,7 +462,11 @@ def ui_allowed_keys(exchange_key: str) -> frozenset[str]:
     ex = (exchange_key or "").strip().lower()
     if ex == "okx":
         keys.add("OKX_TRADE_MODE")
-        # 允许写入遗留键,避免旧自动化/手改失败;页面不再展示
+        keys.add("SIM_DEFAULT_MODE")
+        # 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"]:
@@ -422,9 +482,14 @@ 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, mode=values.get("OKX_TRADE_MODE") or ""
+        exchange_key,
+        mode=values.get("OKX_TRADE_MODE") or "",
+        trading_mode=trading_mode,
     ):
         fields = [
             _build_field(key, label, note, schema, values)

lib/instance/templates/embed_boot_scripts.html

@@ -1178,6 +1178,9 @@ function applyAccountSnapshot(data){
     if(typeof data.show_perp_funds !== "undefined"){
         applyPerpFundsVisibility(data.show_perp_funds);
     }
+    if(data.exchange_mode_label){
+        setFundsFieldText("exchange-mode-label", data.exchange_mode_label);
+    }
     if(data.funding_usdt != null && data.funding_usdt !== ""){
         setFundsFieldText("total-capital", `${Number(data.funding_usdt).toFixed(2)}U`);
     }

lib/instance/templates/embed_shell.html

@@ -144,7 +144,7 @@ const ORDER_ENTRY_MODEL_CODE_TO_CATEGORY = {{ entry_model_code_to_category | toj
 <script>
 window.__INSTANCE_DISPLAY__ = {{ display | tojson }};
 </script>
-<script src="/static/instance_settings_prefs.js?v=21"></script>
+<script src="/static/instance_settings_prefs.js?v=22"></script>
 <script src="/static/instance_live.js?v=7"></script>
 <script src="/static/instance_embed.js?v=31"></script>
 <script src="/static/instance_mobile_nav.js?v=2"></script>

lib/instance/templates/index.html

@@ -1444,6 +1444,9 @@ function applyAccountSnapshot(data){
     if(typeof data.show_perp_funds !== "undefined"){
         applyPerpFundsVisibility(data.show_perp_funds);
     }
+    if(data.exchange_mode_label){
+        setFundsFieldText("exchange-mode-label", data.exchange_mode_label);
+    }
     if(data.funding_usdt != null && data.funding_usdt !== ""){
         setFundsFieldText("total-capital", `${Number(data.funding_usdt).toFixed(2)}U`);
     }
@@ -1829,6 +1832,6 @@ document.addEventListener("DOMContentLoaded", function () {
 });
 {% endif %}
 </script>
-<script src="/static/instance_settings_prefs.js?v=21"></script>
+<script src="/static/instance_settings_prefs.js?v=22"></script>
 </body>
 </html>

lib/instance/templates/instance_header_stats.html

@@ -2,7 +2,7 @@
 <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">{{ exchange_display }}{% if is_sim_mode|default(false) %} <span class="sim-mode-badge" title="本地模拟资金撮合,不下真实交易所单">模拟</span>{% endif %}</div>
+        <div class="value" id="exchange-mode-label" data-funds-field="exchange-mode-label">{{ exchange_display }}</div>
     </div>
     <div class="stat-strip-item">
         <div class="label">交易日</div>

lib/sim/mode_lib.py

@@ -78,3 +78,11 @@ def set_trading_mode(get_db: Callable, mode: str) -> str:
 
 def is_sim_mode(get_db: Callable) -> bool:
     return get_trading_mode(get_db) == MODE_SIM
+
+
+def exchange_mode_label(*, is_sim: bool | None = None, get_db: Callable | None = None, exchange_key: str = "okx") -> str:
+    """顶栏交易所展示: okx_sim / okx_live."""
+    ex = (exchange_key or "okx").strip().lower() or "okx"
+    if is_sim is None and callable(get_db):
+        is_sim = is_sim_mode(get_db)
+    return f"{ex}_sim" if bool(is_sim) else f"{ex}_live"