From 0109b59f271c535d1c07ed76a31007cd7ce0e31e Mon Sep 17 00:00:00 2001
From: dekun <dekun@local>
Date: Sun, 28 Jun 2026 09:16:22 +0800
Subject: [PATCH] Use 100k equity for recommend list when CTP is offline.

When SimNow or live CTP is disconnected, the tradable-products section shows four whitelisted symbols and calculates max lots from a fixed 100,000 capital instead of reference capital in settings.

Co-authored-by: Cursor <cursoragent@cursor.com>
---
 app.py               |  4 ++--
 docs/FEATURES.md     |  2 +-
 docs/TRADING.md      |  6 +++---
 install_trading.py   | 14 ++++++++++----
 product_recommend.py |  5 ++++-
 templates/trade.html |  2 +-
 trading_context.py   |  9 +++++++++
 7 files changed, 30 insertions(+), 12 deletions(-)

diff --git a/app.py b/app.py
index 022bb13..89d1beb 100644
--- a/app.py
+++ b/app.py
@@ -811,16 +811,16 @@ def api_symbols_recommended():
     """品种下拉：仅展示当前资金下可开仓品种（与下方可开仓品种表一致）。"""
     from recommend_store import recommend_payload
     from trading_context import (
-        get_account_capital,
         get_fixed_lots,
         get_max_margin_pct,
+        get_recommend_capital,
         get_sizing_mode,
         get_trading_mode,
     )
 
     conn = get_db()
     try:
-        capital = get_account_capital(conn, get_setting)
+        capital = get_recommend_capital(conn, get_setting)
         payload = recommend_payload(
             conn,
             live_capital=capital,
diff --git a/docs/FEATURES.md b/docs/FEATURES.md
index c0f3395..ceb5fa5 100644
--- a/docs/FEATURES.md
+++ b/docs/FEATURES.md
@@ -61,7 +61,7 @@
 ### 可开仓品种
 
 - 按当前权益与保证金上限筛选可开品种，养成开仓纪律、限制仓位
-- **权益 ≤20 万** 或 **CTP 未连接** 时，仅展示并可交易：玉米、豆粕、甲醇、螺纹钢（SimNow/实盘一致）
+- **权益 ≤20 万** 或 **CTP 未连接** 时，仅展示并可交易：玉米、豆粕、甲醇、螺纹钢（SimNow/实盘一致）；未连接时最大手数按 **10 万权益** 估算
 - **夜盘时段** 仅显示有夜盘品种，并标注「夜盘」
 - **行业分类**、走势（多头/空头/震荡/转多/转空）、跳空、昨日成交量（手）、成交额
 - 支持行业筛选与多字段排序
diff --git a/docs/TRADING.md b/docs/TRADING.md
index e814496..4f59723 100644
--- a/docs/TRADING.md
+++ b/docs/TRADING.md
@@ -55,9 +55,9 @@
 - 期货下单品种联想 / 下拉
 - 开仓报单校验（含趋势策略首仓）
 
-**SimNow 与实盘规则一致**：**CTP 未连接** 时，无论系统设置中的参考资金是否大于 20 万，均 **默认按 20 万以下四品种范围** 展示与校验；连接 CTP 后改用柜台权益判断是否启用上述白名单。
+**SimNow 与实盘规则一致**：**CTP 未连接** 时，可开仓表 **当前权益固定按 10 万** 估算最大手数，并 **仅展示四品种**（玉米、豆粕、甲醇、螺纹钢）；与系统设置中的参考资金无关。连接 CTP 后改用柜台权益；若柜台权益 ≤20 万，同样仅上述四品种。
 
-页面会提示：「未连接 CTP，默认按 20 万以下账户：仅显示并可交易 玉米、豆粕、甲醇、螺纹钢」。
+页面会提示：「未连接 CTP，按 10 万权益估算最大手数，仅显示并可交易 …」。
 
 ## 期货下单 · 止盈止损与移动保本
 
@@ -100,7 +100,7 @@
 
 系统设置中的「参考资金」在 **CTP 未连接** 时用于以损定仓估算；连接后自动改用柜台权益。
 
-可开仓品种与品种白名单：**未连接 CTP 时一律按 20 万以下四品种范围**（见上文）；连接后若柜台权益 ≤20 万，同样仅上述四品种。
+可开仓品种与品种白名单：**未连接 CTP 时** 可开仓表按 **10 万权益** 估算最大手数，且仅四品种；连接后若柜台权益 ≤20 万，同样仅上述四品种。
 
 ## 首次使用 SimNow
 
diff --git a/install_trading.py b/install_trading.py
index d6cb5fa..a89ece1 100644
--- a/install_trading.py
+++ b/install_trading.py
@@ -92,6 +92,7 @@ from trading_context import (
     get_max_margin_pct,
     get_pending_order_timeout_min,
     get_pending_order_timeout_sec,
+    get_recommend_capital,
     get_risk_percent,
     get_sizing_mode,
     get_trailing_be_tick_buffer,
@@ -148,7 +149,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
 
         schedule_recommend_refresh(
             db_path=DB_PATH,
-            get_capital_fn=_capital,
+            get_capital_fn=_recommend_capital,
             quote_fn=_main_quote,
             init_tables_fn=lambda c: init_strategy_tables(c),
             get_mode_fn=lambda: get_trading_mode(get_setting),
@@ -161,13 +162,16 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
         mode = get_trading_mode(get_setting)
         return recommend_payload(
             conn,
-            live_capital=_capital(conn),
+            live_capital=_recommend_capital(conn),
             max_margin_pct=get_max_margin_pct(get_setting),
             trading_mode=mode,
             sizing_mode=get_sizing_mode(get_setting),
             fixed_lots=get_fixed_lots(get_setting),
         )
 
+    def _recommend_capital(conn) -> float:
+        return get_recommend_capital(conn, get_setting)
+
     def _settings_dict() -> dict:
         return {
             "trading_mode": get_trading_mode(get_setting),
@@ -1613,6 +1617,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             mode = get_trading_mode(get_setting)
             ctp_st = ctp_status(mode)
             capital = _capital(conn)
+            recommend_capital = _recommend_capital(conn)
             risk = get_risk_status(conn, active_count=_effective_active_position_count(conn, mode))
             ctp_acc = _ctp_account(mode) if ctp_st.get("connected") else {}
             active_trend = conn.execute(
@@ -1636,6 +1641,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                 trading_mode=mode,
                 trading_mode_label=trading_mode_label(get_setting),
                 capital=capital,
+                recommend_capital=recommend_capital,
                 risk_status=risk,
                 ctp_status=ctp_st,
                 ctp_account=ctp_acc,
@@ -2459,7 +2465,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
         conn = get_db()
         try:
             init_strategy_tables(conn)
-            capital = _capital(conn)
+            capital = _recommend_capital(conn)
             mode = get_trading_mode(get_setting)
             rows = refresh_recommend_cache(
                 conn, capital, _main_quote, trading_mode=mode,
@@ -2815,7 +2821,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
 
     start_recommend_worker(
         db_path=DB_PATH,
-        get_capital_fn=_capital,
+        get_capital_fn=_recommend_capital,
         quote_fn=_main_quote,
         init_tables_fn=_init_tables,
         get_mode_fn=lambda: get_trading_mode(get_setting),
diff --git a/product_recommend.py b/product_recommend.py
index 91122e9..d57a5d5 100644
--- a/product_recommend.py
+++ b/product_recommend.py
@@ -20,6 +20,8 @@ logger = logging.getLogger(__name__)
 
 # 权益不超过该值时，仅允许下列品种（可开仓列表、品种下拉、开仓报单）
 SMALL_ACCOUNT_CAPITAL_MAX = 200_000.0
+# 未连接 CTP 时，可开仓品种表按该权益估算最大手数（与参考资金设置无关）
+DISCONNECTED_RECOMMEND_CAPITAL = 100_000.0
 SMALL_ACCOUNT_PRODUCT_THS = frozenset({"c", "m", "MA", "rb"})
 SMALL_ACCOUNT_SCOPE_LABEL = "玉米、豆粕、甲醇、螺纹钢"
 
@@ -27,8 +29,9 @@ SMALL_ACCOUNT_SCOPE_LABEL = "玉米、豆粕、甲醇、螺纹钢"
 def small_account_scope_hint(*, ctp_connected: bool = True) -> str:
     wan = int(SMALL_ACCOUNT_CAPITAL_MAX // 10_000)
     if not ctp_connected:
+        rec_wan = int(DISCONNECTED_RECOMMEND_CAPITAL // 10_000)
         return (
-            f"未连接 CTP，默认按 {wan} 万以下账户："
+            f"未连接 CTP，按 {rec_wan} 万权益估算最大手数，"
             f"仅显示并可交易 {SMALL_ACCOUNT_SCOPE_LABEL}"
         )
     return f"权益 {wan} 万以下仅显示并可交易：{SMALL_ACCOUNT_SCOPE_LABEL}"
diff --git a/templates/trade.html b/templates/trade.html
index d77a116..a547999 100644
--- a/templates/trade.html
+++ b/templates/trade.html
@@ -132,7 +132,7 @@
     <div class="card trade-card trade-card-full" id="recommend">
             <h2>可开仓品种</h2>
             <div class="card-body">
-                <p class="hint">最大手数 = floor(权益 × 保证金上限 <strong>{{ max_margin_pct }}%</strong> ÷ 1手保证金)；当前权益 <strong class="text-accent" id="rec-capital">{{ '%.2f'|format(capital) }}</strong> 元。
+                <p class="hint">最大手数 = floor(权益 × 保证金上限 <strong>{{ max_margin_pct }}%</strong> ÷ 1手保证金)；当前权益 <strong class="text-accent" id="rec-capital">{{ '%.2f'|format(recommend_capital) }}</strong> 元。
                     {% if sizing_mode == 'fixed' %}仅显示最大手数 ≥ <strong>{{ fixed_lots }}</strong> 手的品种。{% endif %}
                     {% if small_account_scope %}<span class="text-muted">{{ small_account_scope_hint }}。</span>{% endif %}
                     {% if night_session %}<span class="text-muted">当前为夜盘时段，品种下拉与下表仅显示有夜盘品种；带「夜盘」标记。</span>{% elif not small_account_scope %}<span class="text-muted">有夜盘交易的品种带「夜盘」标记。</span>{% endif %}
diff --git a/trading_context.py b/trading_context.py
index 7dd1e70..94f332d 100644
--- a/trading_context.py
+++ b/trading_context.py
@@ -91,6 +91,15 @@ def get_account_capital(conn, get_setting: Callable[[str, str], str]) -> float:
         return 0.0
 
 
+def get_recommend_capital(conn, get_setting: Callable[[str, str], str]) -> float:
+    """可开仓品种表用权益：已连接 CTP 用柜台权益，未连接固定 10 万。"""
+    from product_recommend import DISCONNECTED_RECOMMEND_CAPITAL
+
+    if is_ctp_connected(get_setting):
+        return get_account_capital(conn, get_setting)
+    return float(DISCONNECTED_RECOMMEND_CAPITAL)
+
+
 def is_ctp_connected(get_setting: Callable[[str, str], str]) -> bool:
     """当前交易模式（SimNow / 实盘）是否已连接 CTP。"""
     try: