接入 SimNow 模拟盘与期货下单、策略及品种推荐功能。

新增 vnpy CTP 桥接、以损定仓/固定张数、趋势回调与滚仓策略、按资金推荐品种及交易风控；模拟盘走 SimNow，实盘预留期货公司配置。

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

trading_context.py

@@ -0,0 +1,48 @@
+"""交易上下文：设置读取、资金、模式。"""
+from __future__ import annotations
+
+from typing import Callable, Optional
+
+TRADING_MODE_SIM = "simulation"  # SimNow CTP
+TRADING_MODE_LIVE = "live"       # 期货公司 CTP
+
+
+def get_trading_mode(get_setting: Callable[[str, str], str]) -> str:
+    m = (get_setting("trading_mode", TRADING_MODE_SIM) or TRADING_MODE_SIM).strip().lower()
+    return m if m in (TRADING_MODE_SIM, TRADING_MODE_LIVE) else TRADING_MODE_SIM
+
+
+def get_sizing_mode(get_setting: Callable[[str, str], str]) -> str:
+    from position_sizing import normalize_sizing_mode
+    return normalize_sizing_mode(get_setting("position_sizing_mode", "risk"))
+
+
+def get_risk_percent(get_setting: Callable[[str, str], str]) -> float:
+    try:
+        return max(0.1, float(get_setting("risk_percent", "1") or 1))
+    except (TypeError, ValueError):
+        return 1.0
+
+
+def get_account_capital(conn, get_setting: Callable[[str, str], str]) -> float:
+    """优先 SimNow/期货公司 CTP 权益；未连接时用设置中的参考资金。"""
+    del conn
+    mode = get_trading_mode(get_setting)
+    try:
+        from vnpy_bridge import ctp_status, get_ctp_balance
+
+        st = ctp_status(mode)
+        if st.get("connected"):
+            bal = get_ctp_balance(mode)
+            if bal and bal > 0:
+                return float(bal)
+    except Exception:
+        pass
+    try:
+        return float(get_setting("live_capital", "0") or 0)
+    except (TypeError, ValueError):
+        return 0.0
+
+
+def trading_mode_label(get_setting: Callable[[str, str], str]) -> str:
+    return "SimNow 模拟" if get_trading_mode(get_setting) == TRADING_MODE_SIM else "期货公司实盘"