dekun
406 lines
15 KiB
Python
406 lines
15 KiB
Python
"""env 配置页 UI 白名单:中文标签,按交易所过滤."""
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from __future__ import annotations
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import os
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from typing import Any, Optional
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from lib.env.env_file_lib import env_get_all, read_env_lines
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from lib.env.env_schema import (
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_field_type,
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_hot_reload,
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_is_sensitive,
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_mask_value,
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_restart_required,
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normalize_select_value,
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parse_env_example_schema,
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select_options_for,
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)
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# 各所「交易所与实盘」字段(顺序即页面顺序)
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# 合约计仓/杠杆/自动单等已从 env UI 移除;永续划转等见系统设置开关(默认关)
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_EXCHANGE_LIVE_FIELDS: dict[str, list[tuple[str, str, str]]] = {
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"okx": [
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("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(期权共用)"),
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("OKX_API_KEY", "API Key", "账户 API(期权共用)"),
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("OKX_API_SECRET", "API Secret", "账户 API(期权共用)"),
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("OKX_API_PASSPHRASE", "API Passphrase", "OKX 必填"),
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("OKX_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
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(
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"OKX_SHOW_PERP_FUNDS",
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"显示USDT资金/交易账户",
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"默认关闭;开启后顶栏显示 USDT 资金与交易账户。币本位期权买币仍会显示交易账户可用额",
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),
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],
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"binance": [
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("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"),
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("BINANCE_API_KEY", "API Key", "永续子账户"),
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("BINANCE_API_SECRET", "API Secret", "永续子账户"),
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("BINANCE_MARGIN_MODE", "保证金模式", ""),
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("BINANCE_POSITION_MODE", "持仓模式", ""),
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("BINANCE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
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],
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"gate": [
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("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"),
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("GATE_API_KEY", "API Key", "永续子账户"),
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("GATE_API_SECRET", "API Secret", "永续子账户"),
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("GATE_TD_MODE", "保证金模式", ""),
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("GATE_POS_MODE", "持仓模式", ""),
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("GATE_ACCOUNT_LABEL", "账户备注", "企业微信推送中显示"),
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],
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}
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# 共享区块(企业微信等);对冲配置已从 UI 移除
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_SHARED_SECTIONS: list[dict[str, Any]] = [
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{
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"title": "企业微信",
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"fields": [
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("WECHAT_WEBHOOK", "机器人 Webhook", "行情与风控推送地址"),
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("WECHAT_TIMEOUT_SECONDS", "推送超时(秒)", "默认 10"),
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],
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},
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{
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"title": "中控对接",
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"fields": [
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(
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"HUB_BRIDGE_TOKEN",
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"中控 Bridge Token",
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"首次打开本页自动生成;复制到 crypto_okx_hub「添加实例」即可;也可手动改后保存",
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),
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(
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"HUB_EMBED_FRAME_ANCESTORS",
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"允许嵌入的中控 Origin",
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"选填。一般可留空;仅当中控 iframe 打不开时再填中控地址(空格分隔),或调试填 *",
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),
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],
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},
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]
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_OPTIONS_SECTION: dict[str, Any] = {
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"title": "期权账户",
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"exchanges": frozenset({"okx"}),
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"fields": [
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("OKX_OPTIONS_ENABLED", "启用期权模块", "与上方 OKX_API_* 同源;不再单独配置期权密钥"),
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("OKX_OPTIONS_ACCOUNT_LABEL", "期权账户备注", ""),
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("OKX_OPTIONS_BUDGET_BUFFER", "预算缓冲比例", "如 0.95;币本位复利/固定预算共用"),
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(
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"OKX_OPTIONS_COIN_COMPOUND",
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"按交易户USDT复利",
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"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",
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),
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(
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"OKX_OPTIONS_COIN_BUDGET_USDT",
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"固定预算(USDT)",
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"仅复利关闭时生效",
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),
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(
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"OKX_OPTIONS_COIN_MAX_USDT_ENABLED",
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"单笔上限开关",
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"默认 false=靠人工转走控规模;true 时预算不超过下方 N U",
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),
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(
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"OKX_OPTIONS_COIN_MAX_USDT",
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"单笔上限(USDT)",
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"仅上限开关开启时生效",
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),
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(
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"OKX_OPTIONS_COIN_SPOT_BUY_BUFFER",
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"现货买入缓冲",
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"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",
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),
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(
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"OKX_OPTIONS_MAX_ACTIVE_POSITIONS",
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"期权持仓上限(笔)",
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"默认 0=不限制;按交易所期权合约笔数计数,同合约加仓不占新笔数",
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),
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("OKX_OPTIONS_DEFAULT_UNDERLY", "默认标的", "如 ETH"),
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(
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"OKX_OPTIONS_CHAIN_MAX_DTE_DAYS",
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"期权链展示天数",
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"默认 14;下拉到期日只出现该天数内的合约(含明天)",
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),
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(
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"OKX_OPTIONS_MAX_DTE_DAYS",
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"开仓最大剩余天数",
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"默认 2;开仓时拒绝更远到期(与链展示天数独立)",
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),
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(
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"OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED",
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"链上仅显示有卖一",
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"默认 true;开启后隐藏无卖一深度或深度不足1张的合约(含标记价估算行)",
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),
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(
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"OKX_OPTIONS_CLOSE_GATE_MODE",
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"目标平仓门控模式",
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"premium=可回收≥权利金×倍数(默认×1.05);net_pnl=净盈亏折USDT≥阈值",
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),
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(
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"OKX_OPTIONS_CLOSE_RECYCLE_MULT_COIN",
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"门控权利金倍数",
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"仅 premium 模式;默认 1.05",
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),
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(
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"OKX_OPTIONS_CLOSE_NET_PNL_MIN_USDT",
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"门控净盈亏下限(U)",
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"仅 net_pnl 模式;买一可回收−权利金折 USDT 后需≥此值;0 或 1 等",
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),
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(
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"OKX_OPTIONS_CLOSE_HOLD_SECONDS",
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"门控持续秒数",
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"条件达标后需持续满足的秒数,默认 120",
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),
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],
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}
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# 与运行时 os.getenv 默认一致;.env 未写明时展示实际生效值(同风控说明页)
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_RUNTIME_ENV_DEFAULTS: dict[str, str] = {
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"RISK_CONTROL_ENABLED": "true",
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"RISK_COOLING_HOURS_MANUAL": "4",
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"RISK_COOLING_HOURS_MANUAL_JOURNAL": "1",
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"RISK_MANUAL_CLOSE_DAILY_LIMIT": "2",
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"RISK_DAILY_LOSS_LIMIT": "2",
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"RISK_MOOD_ISSUES_DAILY_FREEZE": "true",
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"AUTO_TRANSFER_FROM": "funding",
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"AUTO_TRANSFER_TO": "swap",
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"TRANSFER_CCY": "USDT",
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"OKX_SHOW_PERP_FUNDS": "false",
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"OKX_OPTIONS_CHAIN_ASK_LIQ_FILTER_ENABLED": "true",
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"OKX_OPTIONS_CHAIN_MAX_DTE_DAYS": "14",
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"OKX_OPTIONS_MAX_DTE_DAYS": "2",
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"OKX_OPTIONS_MAX_ACTIVE_POSITIONS": "0",
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"OKX_OPTIONS_CLOSE_GATE_MODE": "premium",
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"OKX_OPTIONS_CLOSE_RECYCLE_MULT_COIN": "1.05",
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"OKX_OPTIONS_CLOSE_NET_PNL_MIN_USDT": "0",
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"OKX_OPTIONS_CLOSE_HOLD_SECONDS": "120",
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"OKX_TRADE_MODE": "options",
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}
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def _effective_env_value(key: str, file_values: dict[str, str], schema_default: str = "") -> str:
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if key == "OKX_TRADE_MODE":
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try:
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from lib.options.okx_trade_mode_lib import get_okx_trade_mode
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return get_okx_trade_mode()
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except Exception:
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return "options"
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if key == "OKX_OPTIONS_MARGIN_MODE":
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return "coin"
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if key in file_values:
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file_val = str(file_values.get(key) or "").strip()
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if file_val:
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return file_val
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runtime = os.getenv(key)
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if runtime is not None and str(runtime).strip() != "":
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return str(runtime).strip()
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if schema_default:
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return schema_default
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return _RUNTIME_ENV_DEFAULTS.get(key, "")
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def _env_truthy(raw: str) -> bool:
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return str(raw or "").strip().lower() in ("1", "true", "yes", "on")
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def _schema_field_map(example_path: str) -> dict[str, dict[str, Any]]:
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out: dict[str, dict[str, Any]] = {}
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for group in parse_env_example_schema(example_path):
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for field in group.get("fields") or []:
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out[field["key"]] = dict(field)
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return out
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def _build_field(
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key: str,
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label: str,
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note: str,
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schema: dict[str, dict[str, Any]],
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values: dict[str, str],
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) -> dict[str, Any]:
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meta = schema.get(key) or {}
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schema_default = meta.get("default") or ""
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val = _effective_env_value(key, values, schema_default)
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masked = _mask_value(key, val)
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ftype = meta.get("type") or _field_type(key, val or schema_default)
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options = select_options_for(key)
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if options:
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ftype = "select"
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val = normalize_select_value(key, val) or val
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masked = _mask_value(key, val)
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out: dict[str, Any] = {
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"key": key,
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"label": label,
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"note": note or meta.get("note") or "",
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"default": val,
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"type": ftype,
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"sensitive": meta.get("sensitive", _is_sensitive(key)),
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"restart_required": meta.get("restart_required", _restart_required(key)),
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"hot_reload": meta.get("hot_reload", _hot_reload(key)),
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"current": masked["value"] if not _is_sensitive(key) else "",
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"masked": masked["masked"],
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"tail": masked.get("tail") or "",
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"has_value": masked["has_value"],
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}
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if options:
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cur = (out["current"] or out["default"] or "").strip()
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opt_vals = {o["value"] for o in options}
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if cur and cur not in opt_vals:
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options = [{"value": cur, "label": cur}] + options
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out["options"] = options
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return out
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def ui_sections_for_exchange(
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exchange_key: str,
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*,
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mode: str | None = None,
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) -> list[dict[str, Any]]:
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del mode # 对冲模式已移除;保留参数兼容旧调用
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ex = (exchange_key or "").strip().lower()
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sections: list[dict[str, Any]] = []
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live_fields = _EXCHANGE_LIVE_FIELDS.get(ex, _EXCHANGE_LIVE_FIELDS["okx"])
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sections.append({"title": "交易所与实盘", "fields": live_fields})
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sections.extend(_SHARED_SECTIONS)
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if ex == "okx":
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sections.append({"title": "期权账户", "fields": list(_OPTIONS_SECTION["fields"])})
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return sections
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def ui_allowed_keys(exchange_key: str) -> frozenset[str]:
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"""可写键=当前可见字段。.env 里遗留对冲键仍保留在文件中,但 UI 不可再写入."""
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keys: set[str] = set()
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for sec in ui_sections_for_exchange(exchange_key):
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for item in sec["fields"]:
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keys.add(item[0])
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return frozenset(keys)
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def build_env_ui_payload(
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exchange_key: str,
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example_path: str,
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env_path: str,
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) -> list[dict[str, Any]]:
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# 首次打开 env 配置时若 Token 为空则自动生成,便于复制到中控
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try:
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from lib.hub.hub_bridge_auth import ensure_hub_bridge_token
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ensure_hub_bridge_token(env_path)
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except Exception:
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pass
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schema = _schema_field_map(example_path)
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env_lines = read_env_lines(env_path)
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values = env_get_all(env_lines)
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groups: list[dict[str, Any]] = []
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for sec in ui_sections_for_exchange(exchange_key):
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fields = [
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_build_field(key, label, note, schema, values)
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for key, label, note in sec["fields"]
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]
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fields = _mark_options_section_hidden(fields)
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groups.append({
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"title": sec["title"],
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"fields": fields,
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"has_restart": any(f.get("restart_required") for f in fields),
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})
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return groups
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# 币本位专用:按复利/上限/门控模式标记 hidden
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def _field_current(fields: list[dict[str, Any]], key: str, default: str = "") -> str:
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for f in fields:
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if f.get("key") == key:
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return str(f.get("current") or f.get("default") or default).strip()
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return default
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def _mark_options_section_hidden(fields: list[dict[str, Any]]) -> list[dict[str, Any]]:
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"""按门控模式/复利/单笔上限标记 hidden;USDC/永续相关项始终隐藏."""
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gate_mode = (_field_current(fields, "OKX_OPTIONS_CLOSE_GATE_MODE", "premium") or "premium").lower()
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coin_compound_on = _env_truthy(_field_current(fields, "OKX_OPTIONS_COIN_COMPOUND", "true"))
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coin_max_on = _env_truthy(_field_current(fields, "OKX_OPTIONS_COIN_MAX_USDT_ENABLED", "false"))
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retired = {
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"OKX_OPTIONS_MARGIN_MODE",
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"OKX_OPTIONS_TRADE_BUDGET_USDC",
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"OKX_OPTIONS_COMPOUND_FULL_ENABLED",
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"OKX_OPTIONS_COMPOUND_FULL_CAP_ENABLED",
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"OKX_OPTIONS_COMPOUND_FULL_CAP_USDC",
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"OKX_OPTIONS_CLOSE_RECYCLE_MULT",
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"OKX_SHOW_PERP_FUNDS",
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}
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out: list[dict[str, Any]] = []
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for f in fields:
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key = str(f.get("key") or "")
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hide = False
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if key in retired:
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hide = True
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elif key == "OKX_OPTIONS_CLOSE_RECYCLE_MULT_COIN" and gate_mode != "premium":
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hide = True
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elif key == "OKX_OPTIONS_CLOSE_NET_PNL_MIN_USDT" and gate_mode != "net_pnl":
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hide = True
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elif key == "OKX_OPTIONS_COIN_BUDGET_USDT" and coin_compound_on:
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hide = True
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elif key == "OKX_OPTIONS_COIN_MAX_USDT" and not coin_max_on:
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hide = True
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if hide:
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item = dict(f)
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item["hidden"] = True
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out.append(item)
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else:
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out.append(f)
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return out
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def _mark_compound_budget_hidden(fields: list[dict[str, Any]]) -> list[dict[str, Any]]:
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"""兼容旧调用名."""
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return _mark_options_section_hidden(fields)
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def filter_updates_for_ui(exchange_key: str, updates: dict[str, str]) -> dict[str, str]:
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allowed = ui_allowed_keys(exchange_key)
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return {k: v for k, v in (updates or {}).items() if k in allowed}
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def validate_env_ui_updates(
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exchange_key: str,
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example_path: str,
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updates: dict[str, str],
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) -> tuple[dict[str, str], list[str]]:
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from lib.env.env_schema import validate_env_updates
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schema = _schema_field_map(example_path)
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groups: list[dict[str, Any]] = []
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for sec in ui_sections_for_exchange(exchange_key):
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fields: list[dict[str, Any]] = []
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for key, _label, _note in sec["fields"]:
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if key in schema:
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field = dict(schema[key])
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opts = select_options_for(key)
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if opts:
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field["type"] = "select"
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field["options"] = opts
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fields.append(field)
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else:
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default = ""
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fields.append(
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{
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"key": key,
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"type": _field_type(key, default),
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"sensitive": _is_sensitive(key),
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"restart_required": _restart_required(key),
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"hot_reload": _hot_reload(key),
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"options": select_options_for(key),
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}
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)
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groups.append({"title": sec["title"], "fields": fields})
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return validate_env_updates(groups, updates)
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def coerce_hedge_partial_close_with_manual(
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clean: dict[str, str],
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*,
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env_path: str = "",
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) -> dict[str, str]:
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"""兼容旧调用名;对冲已移除,原样返回."""
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del env_path
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return dict(clean or {})
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