Support LIVE exchange funds and perp margin mode.

Hide sim equity when LIVE is selected; OKX funds bar uses exchange balances; add cross/isolated for perp only (options stay cash).

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

frontend/src/api/client.ts

@@ -228,6 +228,7 @@ export type PlanState = {
   premium_exit_multiple: number;
   exit_target_usdt: number;
   leverage: number;
+  perp_margin_mode?: "cross" | "isolated";
   perp_qty_eth?: number;
   option_qty_eth?: number;
   min_option_hours: number;
@@ -311,6 +312,7 @@ export type StrategySettings = {
   skip_weekends?: boolean;
   initial_equity?: number;
   leverage?: number;
+  perp_margin_mode?: "cross" | "isolated";
   min_option_hours?: number;
   min_option_leverage?: number;
   atm_open_offset_enabled?: boolean;

frontend/src/components/FundsBar.tsx

@@ -4,6 +4,7 @@ import { apiFetch } from "../api/client";
 export type FundsSummary = {
   ok: boolean;
   exchange: string;
+  mode?: string;
   trading_day: string;
   total_trades: number;
   win_rate: number;
@@ -53,22 +54,42 @@ function DualCcy({
 
 export default function FundsBar() {
   const [s, setS] = useState<FundsSummary | null>(null);
+  const [err, setErr] = useState("");
 
   const load = useCallback(() => {
     apiFetch<FundsSummary>("/api/funds/summary")
-      .then(setS)
-      .catch(() => {
-        /* 顶栏静默失败，避免刷屏 */
+      .then((r) => {
+        setS(r);
+        setErr(r.ok ? "" : r.detail || "资金摘要不可用");
+      })
+      .catch((e) => {
+        setErr(e instanceof Error ? e.message : String(e));
       });
   }, []);
 
   useEffect(() => {
     load();
     const t = window.setInterval(load, 5000);
-    return () => window.clearInterval(t);
+    const onRefresh = () => load();
+    window.addEventListener("funds-refresh", onRefresh);
+    return () => {
+      window.clearInterval(t);
+      window.removeEventListener("funds-refresh", onRefresh);
+    };
   }, [load]);
 
-  if (!s?.ok) return null;
+  if (!s?.ok) {
+    if (!err) return null;
+    return (
+      <div className="funds-bar-shell">
+        <div className="funds-bar-inner">
+          <div className="funds-bar funds-bar--err" aria-label="资金摘要异常">
+            <span className="meta">{err}</span>
+          </div>
+        </div>
+      </div>
+    );
+  }
 
   return (
     <div className="funds-bar-shell">

frontend/src/pages/Settings.tsx

@@ -71,6 +71,9 @@ export default function SettingsPage() {
   const [orderInterval, setOrderInterval] = useState(1);
   const [skipWeekends, setSkipWeekends] = useState(true);
   const [leverage, setLeverage] = useState(3);
+  const [perpMarginMode, setPerpMarginMode] = useState<"cross" | "isolated">(
+    "cross",
+  );
   const [minHours, setMinHours] = useState(12);
   const [minOptLev, setMinOptLev] = useState(100);
   const [atmOffOn, setAtmOffOn] = useState(false);
@@ -157,6 +160,9 @@ export default function SettingsPage() {
         setOrderInterval(s.live_order_interval_sec ?? 1);
         setSkipWeekends(s.skip_weekends !== false);
         setLeverage(s.leverage ?? 3);
+        setPerpMarginMode(
+          s.perp_margin_mode === "isolated" ? "isolated" : "cross",
+        );
         setMinHours(s.min_option_hours ?? 12);
         setMinOptLev(s.min_option_leverage ?? 100);
         setAtmOffOn(s.atm_open_offset_enabled === true);
@@ -292,7 +298,7 @@ export default function SettingsPage() {
     e.preventDefault();
     setStratOk("");
     setErr("");
-    const isLive = (runtime?.mode ?? mode) === "LIVE";
+    const isLive = mode === "LIVE";
     try {
       const body: Record<string, unknown> = {
         fee_rate: fee,
@@ -303,6 +309,7 @@ export default function SettingsPage() {
         live_order_interval_sec: orderInterval,
         skip_weekends: skipWeekends,
         leverage,
+        perp_margin_mode: perpMarginMode,
         min_option_hours: minHours,
         min_option_leverage: minOptLev,
         atm_open_offset_enabled: atmOffOn,
@@ -375,6 +382,7 @@ export default function SettingsPage() {
             : `已切 LIVE，但未就绪：${r.live_ready_reason}`
           : "已切换 SIM，配置已写入 .env",
       );
+      window.dispatchEvent(new Event("funds-refresh"));
     } catch (ex) {
       setErr(ex instanceof Error ? ex.message : String(ex));
     } finally {
@@ -531,7 +539,7 @@ export default function SettingsPage() {
                       </option>
                     </select>
                   </div>
-                  {(runtime?.mode ?? mode) !== "LIVE" ? (
+                  {mode !== "LIVE" ? (
                     <div className="field">
                       <label htmlFor="equity">模拟资金（USDT）</label>
                       <input
@@ -559,6 +567,22 @@ export default function SettingsPage() {
                       onChange={(e) => setLeverage(Number(e.target.value))}
                     />
                   </div>
+                  <div className="field">
+                    <label htmlFor="perpMm">永续保证金模式</label>
+                    <select
+                      id="perpMm"
+                      className="mono"
+                      value={perpMarginMode}
+                      onChange={(e) =>
+                        setPerpMarginMode(
+                          e.target.value === "isolated" ? "isolated" : "cross",
+                        )
+                      }
+                    >
+                      <option value="cross">全仓（默认）</option>
+                      <option value="isolated">逐仓</option>
+                    </select>
+                  </div>
                   <div className="field">
                     <label htmlFor="perp">永续 ETH 数量</label>
                     <input
@@ -822,19 +846,23 @@ export default function SettingsPage() {
             >
               <ul className="settings-rules-list">
                 <li>
-                  {(runtime?.mode ?? mode) === "LIVE"
+                  {mode === "LIVE"
                     ? "当前 LIVE：仓位/选约/出场影响真下单；模拟资金已隐藏。"
                     : "当前 SIM：本地撮合；可改模拟资金与交易所行情源。"}
                 </li>
                 {stratSub === "position" ? (
                   <>
                     <li>交易所：有持仓时不可切换。切换后套用该所合约并重连行情。</li>
-                    {(runtime?.mode ?? mode) !== "LIVE" ? (
+                    {mode !== "LIVE" ? (
                       <li>
                         模拟资金：仅 SIM 显示。保存后重置权益（须无持仓）。默认
                         10000。
                       </li>
                     ) : null}
+                    <li>
+                      永续保证金模式：仅作用于永续（全仓/逐仓，默认全仓）。OKX
+                      期权始终为现金/逐仓（cash），不受此选项影响。
+                    </li>
                   </>
                 ) : null}
                 {stratSub === "select" ? (
@@ -1168,6 +1196,7 @@ export default function SettingsPage() {
                       }),
                     });
                     setFundsOk("兑换成功，顶部资金条将刷新");
+                    window.dispatchEvent(new Event("funds-refresh"));
                   } catch (e) {
                     setFundsErr(e instanceof Error ? e.message : String(e));
                   } finally {
@@ -1257,6 +1286,7 @@ export default function SettingsPage() {
                         }),
                       });
                       setFundsOk("划转成功，顶部资金条将刷新");
+                      window.dispatchEvent(new Event("funds-refresh"));
                     } catch (e) {
                       setFundsErr(e instanceof Error ? e.message : String(e));
                     } finally {