fix: 清理幽灵止盈止损监控并修正仓位上限冻结误触发

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

install_trading.py

@@ -125,6 +125,49 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
         except Exception:
             return ""
 
+    def _ctp_position_keys(mode: str) -> set[tuple[str, str]]:
+        keys: set[tuple[str, str]] = set()
+        for p in _ctp_positions(mode):
+            lots = int(p.get("lots") or 0)
+            if lots <= 0:
+                continue
+            sym = (p.get("symbol") or "").lower()
+            direction = p.get("direction") or "long"
+            keys.add((sym, direction))
+        return keys
+
+    def _monitor_matches_ctp_position(mon: dict, position_keys: set[tuple[str, str]]) -> bool:
+        ms = mon.get("symbol") or ""
+        md = mon.get("direction") or "long"
+        for ps, pd in position_keys:
+            if pd != md:
+                continue
+            if _match_ctp_symbol(ps, ms):
+                return True
+        return False
+
+    def _sync_trade_monitors_with_ctp(conn, mode: str) -> int:
+        """关闭无对应 CTP 持仓的 active 监控（委托被拒或未成交的幽灵记录）。"""
+        if not ctp_status(mode).get("connected"):
+            return 0
+        position_keys = _ctp_position_keys(mode)
+        closed = 0
+        for r in conn.execute("SELECT * FROM trade_order_monitors WHERE status='active'").fetchall():
+            mon = dict(r)
+            if _monitor_matches_ctp_position(mon, position_keys):
+                continue
+            conn.execute("UPDATE trade_order_monitors SET status='closed' WHERE id=?", (mon["id"],))
+            closed += 1
+        return closed
+
+    def _effective_active_position_count(conn, mode: str) -> int:
+        if ctp_status(mode).get("connected"):
+            return len(_ctp_position_keys(mode))
+        row = conn.execute(
+            "SELECT COUNT(*) AS n FROM trade_order_monitors WHERE status='active'"
+        ).fetchone()
+        return int(row["n"] or 0)
+
     def _build_pending_orders(conn, mode: str) -> list[dict]:
         pending: list[dict] = []
         for r in conn.execute(
@@ -141,6 +184,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                 "direction_label": "做多" if direction == "long" else "做空",
                 "lots": lots,
                 "source": "monitor",
+                "monitor_id": mon.get("id"),
             }
             sl = mon.get("stop_loss")
             tp = mon.get("take_profit")
@@ -235,6 +279,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                     "price": sl,
                     "lots": lots,
                     "source": "monitor",
+                    "monitor_id": mon["id"] if mon else None,
                 })
             if tp is not None:
                 pending_for_row.append({
@@ -243,6 +288,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                     "price": tp,
                     "lots": lots,
                     "source": "monitor",
+                    "monitor_id": mon["id"] if mon else None,
                 })
             rows.append({
                 "key": f"ctp:{sym.lower()}:{direction}",
@@ -280,8 +326,9 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             init_strategy_tables(conn)
             mode = get_trading_mode(get_setting)
             ctp_st = ctp_status(mode)
+            _sync_trade_monitors_with_ctp(conn, mode)
             capital = _capital(conn)
-            risk = get_risk_status(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(
                 "SELECT * FROM trend_pullback_plans WHERE status='active' ORDER BY id DESC LIMIT 1"
@@ -328,10 +375,11 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             init_strategy_tables(conn)
             mode = get_trading_mode(get_setting)
             ctp_st = ctp_status(mode)
+            _sync_trade_monitors_with_ctp(conn, mode)
             rows = _build_trading_live_rows(conn)
             pending_orders = _build_pending_orders(conn, mode)
             capital = _capital(conn)
-            risk = get_risk_status(conn)
+            risk = get_risk_status(conn, active_count=_effective_active_position_count(conn, mode))
             conn.commit()
             return jsonify({
                 "rows": rows,
@@ -344,6 +392,34 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
         finally:
             conn.close()
 
+    @app.route("/api/trading/monitor/dismiss", methods=["POST"])
+    @login_required
+    def api_trading_monitor_dismiss():
+        d = request.get_json(silent=True) or {}
+        try:
+            monitor_id = int(d.get("monitor_id") or 0)
+        except (TypeError, ValueError):
+            monitor_id = 0
+        if monitor_id <= 0:
+            return jsonify({"ok": False, "error": "无效的监控记录"}), 400
+        conn = get_db()
+        try:
+            init_strategy_tables(conn)
+            row = conn.execute(
+                "SELECT id FROM trade_order_monitors WHERE id=? AND status='active'",
+                (monitor_id,),
+            ).fetchone()
+            if not row:
+                return jsonify({"ok": False, "error": "记录不存在或已关闭"}), 404
+            conn.execute(
+                "UPDATE trade_order_monitors SET status='closed' WHERE id=?",
+                (monitor_id,),
+            )
+            conn.commit()
+            return jsonify({"ok": True, "message": "已取消本地止盈止损监控"})
+        finally:
+            conn.close()
+
     @app.route("/api/trading/close", methods=["POST"])
     @login_required
     def api_trading_close():
@@ -523,12 +599,13 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             return jsonify({"ok": False, "error": "品种或价格无效"}), 400
         conn = get_db()
         init_strategy_tables(conn)
+        mode = get_trading_mode(get_setting)
         if offset.startswith("open"):
-            err = assert_can_open(conn)
+            _sync_trade_monitors_with_ctp(conn, mode)
+            err = assert_can_open(conn, active_count=_effective_active_position_count(conn, mode))
             if err:
                 conn.close()
                 return jsonify({"ok": False, "error": err}), 403
-        mode = get_trading_mode(get_setting)
         ctp_st = ctp_status(mode)
         if not ctp_st.get("connected"):
             conn.close()
@@ -569,6 +646,21 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             if offset.startswith("open"):
                 sl = d.get("stop_loss")
                 tp = d.get("take_profit")
+                if sl or tp:
+                    import time
+                    time.sleep(2.0)
+                    actual_lots = lots
+                    has_pos = False
+                    for p in _ctp_positions(mode):
+                        if int(p.get("lots") or 0) <= 0:
+                            continue
+                        if (p.get("direction") or "long") != direction:
+                            continue
+                        if _match_ctp_symbol(p.get("symbol") or "", sym):
+                            has_pos = True
+                            actual_lots = int(p.get("lots") or lots)
+                            break
+                    if has_pos:
                         codes = ths_to_codes(sym)
                         conn.execute(
                             """INSERT INTO trade_order_monitors (
@@ -580,7 +672,7 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
                                 codes.get("name", sym) if codes else sym,
                                 codes.get("market_code", "") if codes else "",
                                 direction,
-                        lots,
+                                actual_lots,
                                 price,
                                 float(sl) if sl else None,
                                 float(tp) if tp else None,
@@ -643,8 +735,9 @@ def install_trading(app, *, login_required, require_nav, get_db, get_setting, se
             init_strategy_tables(conn)
             mode = get_trading_mode(get_setting)
             ctp_st = ctp_status(mode)
+            _sync_trade_monitors_with_ctp(conn, mode)
             capital = _capital(conn)
-            risk = get_risk_status(conn)
+            risk = get_risk_status(conn, active_count=_effective_active_position_count(conn, mode))
             conn.commit()
             ctp_acc = _ctp_account(mode) if ctp_st.get("connected") else {}
             positions = _ctp_positions(mode) if ctp_st.get("connected") else []

risk/account_risk_lib.py

@@ -227,7 +227,7 @@ def reduce_cooloff_after_journal(conn, *, trading_day: str, now: Optional[dateti
     )
 
 
-def get_risk_status(conn, *, now: Optional[datetime] = None) -> dict:
+def get_risk_status(conn, *, now: Optional[datetime] = None, active_count: Optional[int] = None) -> dict:
     def _load() -> dict:
         ensure_account_risk_schema(conn)
         row = conn.execute("SELECT * FROM account_risk_state WHERE id=1").fetchone()
@@ -244,7 +244,7 @@ def get_risk_status(conn, *, now: Optional[datetime] = None) -> dict:
         now_ms = _now_ms(now)
         daily = int(_row_get(row, "daily_frozen") or 0) == 1
         until = _row_get(row, "cooloff_until_ms")
-        active = count_active_trade_monitors(conn)
+        active = count_active_trade_monitors(conn) if active_count is None else int(active_count)
         mx = max_active_positions()
         pos_limit = active >= mx
 
@@ -295,8 +295,8 @@ def get_risk_status(conn, *, now: Optional[datetime] = None) -> dict:
     return _db_retry(_load)
 
 
-def assert_can_open(conn) -> Optional[str]:
+def assert_can_open(conn, *, active_count: Optional[int] = None) -> Optional[str]:
-    rs = get_risk_status(conn)
+    rs = get_risk_status(conn, active_count=active_count)
     if not rs.get("can_trade"):
         return rs.get("reason") or "当前不可开仓"
     return None

static/css/trade.css

@@ -43,6 +43,9 @@
 .pos-pending-orders{margin-top:.55rem;padding-top:.55rem;border-top:1px dashed var(--table-border)}
 .pos-pending-orders .pending-title{font-size:.68rem;color:var(--text-muted);margin-bottom:.35rem}
 .pos-pending-item{display:flex;justify-content:space-between;align-items:center;gap:.5rem;font-size:.75rem;padding:.35rem .5rem;border-radius:6px;margin-bottom:.25rem;background:var(--list-item-bg)}
+.pos-pending-right{display:flex;align-items:center;gap:.45rem;flex-shrink:0}
+.pos-dismiss-btn{padding:.2rem .55rem;font-size:.68rem;border-radius:6px;border:1px solid var(--table-border);background:var(--card-inner);color:var(--text-muted);cursor:pointer;width:auto;min-height:auto;line-height:1.3}
+.pos-dismiss-btn:disabled{opacity:.55;cursor:wait}
 .pos-pending-item.sl{border-left:3px solid var(--loss)}
 .pos-pending-item.tp{border-left:3px solid var(--profit)}
 .pos-pending-item.ctp{border-left:3px solid var(--accent)}

static/js/trade.js

@@ -318,16 +318,56 @@
         if (!items || !items.length) return '';
         var rows = items.map(function (p) {
             var cls = p.order_kind === 'stop_loss' ? 'sl' : (p.order_kind === 'take_profit' ? 'tp' : 'ctp');
+            var dismissBtn = p.monitor_id ?
+                '<button type="button" class="pos-dismiss-btn" data-monitor-id="' + p.monitor_id + '">取消</button>' : '';
             return (
                 '<div class="pos-pending-item ' + cls + '">' +
                 '<span>' + (p.label || '挂单') + '</span>' +
-                '<span><strong>' + fmtNum(p.price) + '</strong> · ' + (p.lots || 1) + ' 手</span>' +
+                '<span class="pos-pending-right">' +
+                '<strong>' + fmtNum(p.price) + '</strong> · ' + (p.lots || 1) + ' 手' +
+                dismissBtn +
+                '</span>' +
                 '</div>'
             );
         }).join('');
         return '<div class="pos-pending-orders"><div class="pending-title">止盈止损挂单</div>' + rows + '</div>';
     }
 
+    function dismissMonitor(monitorId, btn) {
+        if (!monitorId) return;
+        if (!confirm('取消该本地止盈止损监控？（不影响柜台委托）')) return;
+        if (btn) {
+            btn.disabled = true;
+            btn.textContent = '取消中…';
+        }
+        fetch('/api/trading/monitor/dismiss', {
+            method: 'POST',
+            headers: { 'Content-Type': 'application/json' },
+            body: JSON.stringify({ monitor_id: monitorId })
+        })
+            .then(function (r) { return r.json(); })
+            .then(function (d) {
+                if (!d.ok) throw new Error(d.error || '取消失败');
+                pollPositions();
+            })
+            .catch(function (e) {
+                alert(e.message || '取消失败');
+                if (btn) {
+                    btn.disabled = false;
+                    btn.textContent = '取消';
+                }
+            });
+    }
+
+    function bindPendingDismiss(root) {
+        if (!root) return;
+        root.querySelectorAll('[data-monitor-id]').forEach(function (btn) {
+            btn.addEventListener('click', function () {
+                dismissMonitor(parseInt(btn.getAttribute('data-monitor-id'), 10), btn);
+            });
+        });
+    }
+
     function buildPosCard(row) {
         var pnlClass = row.float_pnl > 0 ? 'pnl-pos' : (row.float_pnl < 0 ? 'pnl-neg' : '');
         var pnlText = row.float_pnl != null ? ((row.float_pnl >= 0 ? '+' : '') + fmtNum(row.float_pnl) + ' 元') : '--';
@@ -405,6 +445,11 @@
                 var connected = data.ctp_status && data.ctp_status.connected;
                 var connecting = data.ctp_status && data.ctp_status.connecting;
                 updateCtpBadge(!!connected, !!connecting);
+                var riskBadge = document.getElementById('risk-badge');
+                if (riskBadge && data.risk_status) {
+                    riskBadge.textContent = data.risk_status.status_label || '';
+                    riskBadge.className = 'badge ' + (data.risk_status.can_trade ? 'profit' : 'loss');
+                }
                 var rows = data.rows || [];
                 if (!connected) {
                     if (connecting) {
@@ -420,19 +465,24 @@
                     if (pendingOnly.length) {
                         list.innerHTML = '<div class="empty-hint" style="margin-bottom:.75rem">柜台暂无持仓</div>' +
                             pendingOnly.map(function (p) {
+                                var dismissBtn = p.monitor_id ?
+                                    '<button type="button" class="pos-dismiss-btn" data-monitor-id="' + p.monitor_id + '">取消</button>' : '';
                                 return (
                                     '<div class="pos-pending-item ' +
                                     (p.order_kind === 'stop_loss' ? 'sl' : (p.order_kind === 'take_profit' ? 'tp' : 'ctp')) +
                                     '"><span>' + (p.label || '挂单') + ' · ' + (p.symbol || p.symbol_code) + '</span>' +
-                                    '<span><strong>' + fmtNum(p.price) + '</strong> · ' + (p.lots || 1) + ' 手</span></div>'
+                                    '<span class="pos-pending-right"><strong>' + fmtNum(p.price) + '</strong> · ' +
+                                    (p.lots || 1) + ' 手' + dismissBtn + '</span></div>'
                                 );
                             }).join('');
+                        bindPendingDismiss(list);
                     } else {
                         list.innerHTML = '<div class="empty-hint">柜台暂无持仓。</div>';
                     }
                     return;
                 }
                 list.innerHTML = rows.map(buildPosCard).join('');
+                bindPendingDismiss(list);
                 list.querySelectorAll('[data-close]').forEach(function (btn) {
                     btn.addEventListener('click', function () {
                         closePosition(JSON.parse(decodeURIComponent(btn.getAttribute('data-close'))), btn);