Deduct open position margin from recommend max lots.

Recalculate tradable symbol budgets from remaining margin after CTP usage and refresh the table on position updates.

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

recommend_store.py

@@ -117,17 +117,61 @@ def _ctp_connected_for_mode(trading_mode: str) -> bool:
         return False
 
 
+def recommend_margin_used(trading_mode: str) -> float:
+    """当前持仓已占用保证金（CTP 柜台优先）。"""
+    if not _ctp_connected_for_mode(trading_mode):
+        return 0.0
+    try:
+        from vnpy_bridge import ctp_account_margin_used, ctp_list_positions
+
+        used = ctp_account_margin_used(trading_mode)
+        if used is not None and used > 0:
+            return float(used)
+        total = 0.0
+        for p in ctp_list_positions(
+            trading_mode, refresh_if_empty=False, refresh_margin=True,
+        ):
+            m = float(p.get("margin") or 0)
+            if m > 0:
+                total += m
+        return round(total, 2) if total > 0 else 0.0
+    except Exception as exc:
+        logger.debug("recommend_margin_used: %s", exc)
+        return 0.0
+
+
+def margin_budget_info(
+    capital: float,
+    max_margin_pct: float,
+    margin_used: float = 0.0,
+) -> dict[str, float]:
+    """保证金上限总额、已占用、剩余可开额度。"""
+    cap = float(capital or 0)
+    pct = max(1.0, min(100.0, float(max_margin_pct or 30.0)))
+    total = cap * pct / 100.0 if cap > 0 else 0.0
+    used = max(0.0, float(margin_used or 0))
+    remaining = max(0.0, total - used)
+    return {
+        "margin_budget_total": round(total, 2),
+        "margin_used": round(used, 2),
+        "margin_budget_remaining": round(remaining, 2),
+        "max_margin_pct": pct,
+    }
+
+
 def enrich_recommend_rows(
     rows: list[dict],
     capital: float,
     *,
     max_margin_pct: float = 30.0,
     trading_mode: str = "simulation",
+    margin_used: float = 0.0,
 ) -> list[dict]:
     """用当前权益与保证金比例补算最大可开手数（兼容旧缓存）。"""
     cap = float(capital or 0)
-    pct = max(1.0, min(100.0, float(max_margin_pct or 30.0)))
-    budget = cap * pct / 100.0 if cap > 0 else 0.0
+    budget_info = margin_budget_info(cap, max_margin_pct, margin_used)
+    pct = budget_info["max_margin_pct"]
+    budget = budget_info["margin_budget_remaining"]
     ctp_connected = _ctp_connected_for_mode(trading_mode)
     enriched: list[dict] = []
     for raw in rows:
@@ -172,6 +216,8 @@ def enrich_recommend_rows(
         row["max_lots"] = lots
         row.pop("recommended_lots", None)
         row["margin_budget"] = round(budget, 2)
+        row["margin_budget_total"] = budget_info["margin_budget_total"]
+        row["margin_used"] = budget_info["margin_used"]
         row["max_margin_pct"] = pct
         status = row.get("status") or ""
         if lots >= 1 and status in ("ok", "margin_ok"):
@@ -181,6 +227,8 @@ def enrich_recommend_rows(
             )
             if row.get("margin_source") == "ctp":
                 row["status_label"] += f"（{src}保证金）"
+            if budget_info["margin_used"] > 0:
+                row["status_label"] += "·扣持仓"
         elif lots < 1 and status in ("ok", "margin_ok"):
             row["status"] = "blocked"
             row["status_label"] = "资金不足"
@@ -214,17 +262,24 @@ def refresh_recommend_cache(
     *,
     trading_mode: str = "simulation",
     max_margin_pct: float = 30.0,
+    margin_used: float | None = None,
 ) -> list[dict]:
     """后台拉行情、筛选并写入数据库。"""
     ensure_recommend_tables(conn)
     ensure_fee_rates_schema(conn)
     ctp_connected = _ctp_connected_for_mode(trading_mode)
+    used = (
+        float(margin_used)
+        if margin_used is not None
+        else recommend_margin_used(trading_mode)
+    )
     all_rows = list_product_recommendations(
         capital,
         quote_fn,
         max_margin_pct=max_margin_pct,
         trading_mode=trading_mode,
         ctp_connected=ctp_connected,
+        margin_used=used,
     )
     rows = filter_affordable_recommendations(all_rows)
     if not rows and float(capital or 0) > 0:
@@ -293,11 +348,14 @@ def recommend_payload(
     payload = load_recommend_cache(conn)
     cap = float(live_capital or 0)
     pct = max(1.0, min(100.0, float(max_margin_pct or 30.0)))
+    used = recommend_margin_used(trading_mode)
+    budget_info = margin_budget_info(cap, pct, used)
     payload["capital"] = cap
     payload["max_margin_pct"] = pct
+    payload.update(budget_info)
     rows = payload.get("rows") or []
     rows = enrich_recommend_rows(
-        rows, cap, max_margin_pct=pct, trading_mode=trading_mode,
+        rows, cap, max_margin_pct=pct, trading_mode=trading_mode, margin_used=used,
     )
     rows = filter_rows_for_account_scope(
         rows, cap, ctp_connected=_ctp_connected_for_mode(trading_mode),