Add configurable SIM equity (default 10k) and strategy docs.

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

backend/app/api/settings.py

@@ -2,12 +2,13 @@ from __future__ import annotations
 
 from typing import Annotated
 
-from fastapi import APIRouter, Depends
+from fastapi import APIRouter, Depends, HTTPException
 from pydantic import BaseModel, Field
 
 from ..config import get_settings
 from ..models.db import get_db
 from ..sim.ledger import Ledger
+from ..sim.matcher import Matcher
 from .auth import require_user
 
 router = APIRouter(prefix="/api/settings", tags=["settings"])
@@ -38,7 +39,7 @@ class StrategySettingsBody(BaseModel):
     premium_exit_multiple: float | None = Field(default=None, ge=0.1, le=100)
     rest_seconds: int | None = Field(default=None, ge=0, le=3600)
     skip_weekends: bool | None = None
-    initial_equity: float | None = Field(default=None, ge=1000)
+    initial_equity: float | None = Field(default=None, ge=1000, le=10_000_000)
     leverage: float | None = Field(default=None, ge=1, le=125)
     min_option_hours: float | None = Field(default=None, ge=1, le=720)
     min_option_leverage: float | None = Field(default=None, ge=1, le=10000)
@@ -116,8 +117,27 @@ async def put_strategy_settings(
     _user: Annotated[str, Depends(require_user)],
 ) -> dict:
     db = get_db()
+    s = get_settings()
     data = body.model_dump(exclude_none=True)
+    equity_to_apply: float | None = None
+    if "initial_equity" in data:
+        new_eq = float(data["initial_equity"])
+        old_eq = float(
+            db.get_setting("initial_equity", str(s.initial_equity)) or s.initial_equity
+        )
+        if abs(new_eq - old_eq) > 1e-9:
+            if Matcher(db).has_open_position():
+                raise HTTPException(
+                    status_code=409,
+                    detail="有未平仓，无法重置模拟资金；请先平仓后再改",
+                )
+            equity_to_apply = new_eq
     for k, v in data.items():
         if k in KEYS:
             db.set_setting(k, str(v))
+    if equity_to_apply is not None:
+        Ledger(db).reset_equity(
+            equity_to_apply,
+            note=f"设置模拟资金={equity_to_apply:.2f}",
+        )
     return _read_settings()

backend/app/config.py

@@ -38,7 +38,7 @@ class Settings(BaseSettings):
     index_inst_id: str = "ETH-USD"
 
     fee_rate: float = 0.0005
-    initial_equity: float = 100_000.0
+    initial_equity: float = 10_000.0  # SIM 模拟初始资金（USDT），设置页可改
     max_rounds: int = 3  # 已不再强管控，仅兼容旧字段
     open_hhmm: str = "16:00"  # 已废弃开仓窗
     stop_open_hhmm: str = "08:00"  # 已废弃开仓窗

backend/app/sim/ledger.py

@@ -48,6 +48,24 @@ class Ledger:
             self.db._conn.commit()
             return equity
 
+    def reset_equity(self, amount: float, *, note: str = "重置模拟资金") -> float:
+        """将权益与可用资金重置为 amount（reserved 清零）。须在无持仓时调用。"""
+        now = int(time.time() * 1000)
+        amt = float(amount)
+        if amt < 0:
+            raise ValueError("模拟资金不能为负")
+        with self.db._lock:
+            self.db._conn.execute(
+                "UPDATE ledger_meta SET equity=?, available=?, reserved=0, updated_at_ms=? WHERE id=1",
+                (amt, amt, now),
+            )
+            self.db._conn.execute(
+                "INSERT INTO ledger_entries(group_id, kind, amount, balance_after, note, ts_ms) VALUES (?,?,?,?,?,?)",
+                (None, "reset", amt, amt, note, now),
+            )
+            self.db._conn.commit()
+            return amt
+
     def get_setting_float(self, key: str, default: float) -> float:
         v = self.db.get_setting(key)
         if v is None or v == "":