Fox/project takeover baseline

api/handler_klines.go

@@ -186,6 +186,16 @@ func (s *Server) getKlinesFromCoinank(symbol, interval, exchange string, limit i
 		}
 	}
 
+	// Some exchange/symbol combinations return HTTP 200 with an empty list.
+	// For chart rendering, treat empty non-Binance data as unsupported and fall back to Binance reference data.
+	if len(coinankKlines) == 0 && coinankExchange != coinank_enum.Binance {
+		logger.Warnf("⚠️ CoinAnk returned empty klines for %s on %s, falling back to Binance data", symbol, coinankExchange)
+		coinankKlines, err = coinank_api.Kline(ctx, symbol, coinank_enum.Binance, ts, coinank_enum.To, limit, coinankInterval)
+		if err != nil {
+			return nil, fmt.Errorf("coinank API empty-data fallback error: %w", err)
+		}
+	}
+
 	// Convert coinank kline format to market.Kline format
 	// Coinank: Volume = BTC quantity, Quantity = USDT turnover
 	klines := make([]market.Kline, len(coinankKlines))

api/handler_order.go

@@ -3,6 +3,8 @@ package api
 import (
 	"net/http"
 	"strconv"
+	"strings"
+	"time"
 
 	"nofx/logger"
 	"nofx/market"
@@ -213,6 +215,69 @@ func (s *Server) handlePositionHistory(c *gin.Context) {
 		return
 	}
 
+	// Enrich with execution metadata for frontend expandable rows.
+	enrichedPositions := make([]map[string]interface{}, 0, len(positions))
+	for _, pos := range positions {
+		entryQty := pos.EntryQuantity
+		if entryQty <= 0 {
+			entryQty = pos.Quantity
+		}
+		closedQty := entryQty
+		if closedQty <= 0 {
+			closedQty = pos.Quantity
+		}
+		closeRatioPct := 0.0
+		if entryQty > 0 && closedQty > 0 {
+			closeRatioPct = closedQty / entryQty * 100
+		}
+		executionSource := pos.CloseReason
+		if executionSource == "" {
+			executionSource = "unknown"
+		}
+		executionOrderType := "unknown"
+		sourceLower := strings.ToLower(executionSource)
+		switch {
+		case strings.Contains(sourceLower, "trailing"):
+			executionOrderType = "TRAILING_STOP_MARKET"
+		case strings.Contains(sourceLower, "take_profit") || strings.Contains(sourceLower, "tp"):
+			executionOrderType = "TAKE_PROFIT_MARKET"
+		case strings.Contains(sourceLower, "stop") || strings.Contains(sourceLower, "sl"):
+			executionOrderType = "STOP_MARKET"
+		case strings.Contains(sourceLower, "break_even"):
+			executionOrderType = "BREAK_EVEN_STOP"
+		case strings.Contains(sourceLower, "manual"):
+			executionOrderType = "MANUAL"
+		}
+
+		enrichedPositions = append(enrichedPositions, map[string]interface{}{
+			"id": pos.ID,
+			"trader_id": pos.TraderID,
+			"exchange_id": pos.ExchangeID,
+			"exchange_type": pos.ExchangeType,
+			"symbol": pos.Symbol,
+			"side": pos.Side,
+			"quantity": pos.Quantity,
+			"entry_quantity": pos.EntryQuantity,
+			"entry_price": pos.EntryPrice,
+			"entry_order_id": pos.EntryOrderID,
+			"entry_time": time.UnixMilli(pos.EntryTime).UTC().Format(time.RFC3339),
+			"exit_price": pos.ExitPrice,
+			"exit_order_id": pos.ExitOrderID,
+			"exit_time": time.UnixMilli(pos.ExitTime).UTC().Format(time.RFC3339),
+			"realized_pnl": pos.RealizedPnL,
+			"fee": pos.Fee,
+			"leverage": pos.Leverage,
+			"status": pos.Status,
+			"close_reason": pos.CloseReason,
+			"execution_source": executionSource,
+			"execution_order_type": executionOrderType,
+			"close_ratio_pct": closeRatioPct,
+			"close_value_usdt": pos.ExitPrice * closedQty,
+			"created_at": time.UnixMilli(pos.CreatedAt).UTC().Format(time.RFC3339),
+			"updated_at": time.UnixMilli(pos.UpdatedAt).UTC().Format(time.RFC3339),
+		})
+	}
+
 	// Get statistics
 	stats, _ := store.Position().GetFullStats(trader.GetID())
 
@@ -223,7 +288,7 @@ func (s *Server) handlePositionHistory(c *gin.Context) {
 	directionStats, _ := store.Position().GetDirectionStats(trader.GetID())
 
 	c.JSON(http.StatusOK, gin.H{
-		"positions":       positions,
+		"positions":       enrichedPositions,
 		"stats":           stats,
 		"symbol_stats":    symbolStats,
 		"direction_stats": directionStats,

api/server.go

@@ -16,7 +16,9 @@ import (
 	"github.com/gin-gonic/gin"
 )
 
-// Server HTTP API server
+// Server 是系统对前端、集成调用、公开查询暴露的统一 HTTP API 入口。
+// 它负责路由装配、鉴权边界与 handler 分发；
+// 真正的交易运行与执行仍下沉到 manager / trader 层。
 type Server struct {
 	router           *gin.Engine
 	traderManager    *manager.TraderManager
@@ -78,13 +80,11 @@ func (s *Server) setupRoutes() {
 		// Health check
 		api.Any("/health", s.handleHealth)
 
-		// Admin login (used in admin mode, public)
-
 		// System supported models and exchanges (no authentication required)
 		s.route(api, "GET", "/supported-models", "List supported AI model providers", s.handleGetSupportedModels)
 		s.route(api, "GET", "/supported-exchanges", "List supported exchange types", s.handleGetSupportedExchanges)
 
-		// System config (no authentication required, for frontend to determine admin mode/registration status)
+		// System config (no authentication required, for frontend to determine registration status)
 		s.route(api, "GET", "/config", "Get system configuration", s.handleGetSystemConfig)
 
 		// Wallet validation (no authentication required — used by frontend config form)

api/strategy.go

@@ -28,6 +28,74 @@ func validateStrategyConfig(config *store.StrategyConfig) []string {
 		warnings = append(warnings, "NofxOS API key is not configured. NofxOS data sources may not work properly.")
 	}
 
+	full := config.Protection.FullTPSL
+	if full.Enabled {
+		if full.Mode != store.ProtectionModeManual && full.Mode != store.ProtectionModeAI {
+			warnings = append(warnings, "protection.full_tp_sl.mode should be 'manual' or 'ai'.")
+		}
+		if full.TakeProfit.Enabled && full.TakeProfit.PriceMovePct <= 0 {
+			warnings = append(warnings, "protection.full_tp_sl.take_profit.price_move_pct must be > 0 when enabled.")
+		}
+		if full.StopLoss.Enabled && full.StopLoss.PriceMovePct <= 0 {
+			warnings = append(warnings, "protection.full_tp_sl.stop_loss.price_move_pct must be > 0 when enabled.")
+		}
+	}
+
+	ladder := config.Protection.LadderTPSL
+	if ladder.Enabled {
+		if ladder.Mode != store.ProtectionModeManual && ladder.Mode != store.ProtectionModeAI {
+			warnings = append(warnings, "protection.ladder_tp_sl.mode should be 'manual' or 'ai'.")
+		}
+		for i, rule := range ladder.Rules {
+			if ladder.TakeProfitEnabled {
+				if rule.TakeProfitPct <= 0 || rule.TakeProfitCloseRatioPct <= 0 || rule.TakeProfitCloseRatioPct > 100 {
+					warnings = append(warnings, fmt.Sprintf("protection.ladder_tp_sl.rules[%d] take-profit fields are invalid.", i))
+				}
+			}
+			if ladder.StopLossEnabled {
+				if rule.StopLossPct <= 0 || rule.StopLossCloseRatioPct <= 0 || rule.StopLossCloseRatioPct > 100 {
+					warnings = append(warnings, fmt.Sprintf("protection.ladder_tp_sl.rules[%d] stop-loss fields are invalid.", i))
+				}
+			}
+		}
+	}
+
+	drawdown := config.Protection.DrawdownTakeProfit
+	if drawdown.Enabled {
+		for i, rule := range drawdown.Rules {
+			if rule.MinProfitPct <= 0 || rule.MaxDrawdownPct <= 0 || rule.MaxDrawdownPct > 100 ||
+				rule.CloseRatioPct <= 0 || rule.CloseRatioPct > 100 {
+				warnings = append(warnings, fmt.Sprintf("protection.drawdown_take_profit.rules[%d] contains invalid thresholds.", i))
+			}
+			if rule.PollIntervalSeconds > 0 && rule.PollIntervalSeconds < 5 {
+				warnings = append(warnings, fmt.Sprintf("protection.drawdown_take_profit.rules[%d].poll_interval_seconds is too small; recommended >= 5.", i))
+			}
+		}
+	}
+
+	be := config.Protection.BreakEvenStop
+	if be.Enabled {
+		if be.TriggerMode != store.BreakEvenTriggerProfitPct && be.TriggerMode != store.BreakEvenTriggerRMultiple {
+			warnings = append(warnings, "protection.break_even_stop.trigger_mode should be 'profit_pct' or 'r_multiple'.")
+		}
+		if be.TriggerValue <= 0 {
+			warnings = append(warnings, "protection.break_even_stop.trigger_value must be > 0 when enabled.")
+		}
+		if be.OffsetPct < 0 {
+			warnings = append(warnings, "protection.break_even_stop.offset_pct must be >= 0.")
+		}
+	}
+
+	regime := config.Protection.RegimeFilter
+	if regime.Enabled {
+		if regime.BlockHighFunding && regime.MaxFundingRateAbs <= 0 {
+			warnings = append(warnings, "protection.regime_filter.max_funding_rate_abs must be > 0 when block_high_funding is enabled.")
+		}
+		if regime.BlockHighVolatility && regime.MaxATR14Pct <= 0 {
+			warnings = append(warnings, "protection.regime_filter.max_atr14_pct must be > 0 when block_high_volatility is enabled.")
+		}
+	}
+
 	return warnings
 }
 
@@ -150,8 +218,8 @@ func (s *Server) handleCreateStrategy(c *gin.Context) {
 	var req struct {
 		Name        string                `json:"name" binding:"required"`
 		Description string                `json:"description"`
-		Lang        string                `json:"lang"`          // "zh" or "en", used when config is omitted
-		Config      *store.StrategyConfig `json:"config"`        // optional — uses default if omitted
+		Lang        string                `json:"lang"`   // "zh" or "en", used when config is omitted
+		Config      *store.StrategyConfig `json:"config"` // optional — uses default if omitted
 	}
 
 	if err := c.ShouldBindJSON(&req); err != nil {
@@ -419,9 +487,9 @@ func (s *Server) handlePreviewPrompt(c *gin.Context) {
 	}
 
 	var req struct {
-		Config          store.StrategyConfig `json:"config" binding:"required"`
-		AccountEquity   float64              `json:"account_equity"`
-		PromptVariant   string               `json:"prompt_variant"`
+		Config        store.StrategyConfig `json:"config" binding:"required"`
+		AccountEquity float64              `json:"account_equity"`
+		PromptVariant string               `json:"prompt_variant"`
 	}
 
 	if err := c.ShouldBindJSON(&req); err != nil {
@@ -664,4 +732,3 @@ func (s *Server) runRealAITest(userID, modelID, systemPrompt, userPrompt string)
 
 	return response, nil
 }
-

docs/ACCEPTANCE.md

@@ -0,0 +1,102 @@
+# NOFX 验收标准（交付版）
+
+## 接管阶段验收
+
+### 文档
+- [x] 有中文项目总览
+- [x] 有中文架构说明
+- [x] 有模块索引
+- [x] 有开发日志
+- [x] 有待办与决策记录
+- [x] 有接管执行工作流文档
+- [x] 有阶段性接管结项总文档
+- [x] 有项目记忆归档总表（阶段性版本）
+
+### 基线
+- [x] 后端测试可执行并通过
+- [x] 前端测试可执行并通过
+- [x] 前端构建可执行并通过
+- [x] 关键运行方式被记录
+
+### 认知
+- [x] 已明确启动链（基础版）
+- [x] 已明确决策链（完整收口版）
+- [x] 已明确交易链（完整收口版）
+- [x] 已明确风控链（完整收口版）
+- [x] 已输出首轮风险清单
+
+### 外部问题与交付
+- [x] 首轮前后端接口失配已清理
+- [x] 首轮明显死代码/误导注释已清理
+- [x] 当前版本达到阶段性可交付状态
+
+## 本轮主线功能交付验收（Protection Phase 2 + API 收束）
+
+### A. 前端 API 收束
+- [x] `ChartTabs` 已接入统一 HTTP client
+- [x] `GridRiskPanel` 已接入统一 HTTP client
+- [x] `StrategyStudioPage` 残留直接 API 调用已收束
+- [x] `ModelConfigModal` 钱包相关 API 已收束
+- [x] 收束后前端测试通过
+- [x] 收束后前端构建通过
+
+### B. Drawdown Take Profit
+- [x] 不再依赖硬编码单规则
+- [x] 支持从 `strategy.protection.drawdown_take_profit.rules` 读取规则
+- [x] 支持 `poll_interval_seconds` 调整监控频率
+- [x] 支持多规则匹配
+- [x] 支持按 `close_ratio_pct` 部分平仓 / 全平
+- [x] 后端测试通过
+
+### C. Break-even Stop
+- [x] 支持从 `strategy.protection.break_even_stop` 读取运行态配置
+- [x] 达到利润阈值后可执行保本止损移动
+- [x] 支持在可改单交易所上先取消旧止损再重挂
+- [x] 已覆盖低于阈值 / 取消失败 / 正常设置路径测试
+- [x] 后端测试通过
+
+### D. Ladder TP/SL
+- [x] 支持手动 ladder protection plan 生成
+- [x] 支持多阶 TP / SL 价格换算
+- [x] 支持 close ratio 累计裁剪到 100%
+- [x] 支持按阶梯比例拆单执行
+- [x] 支持开仓后逐阶 open-order 校验
+- [x] 对不支持 partial close 的交易所会安全阻断
+- [x] 后端测试通过
+
+### E. 全量基线
+- [x] `go test ./...` 通过
+- [x] `cd web && npm test` 通过
+- [x] `cd web && npm run build` 通过
+
+## 本轮补充收口验收（可靠性 / 前端闭环 / 网络健壮性）
+
+### F. Protection 执行可靠性
+- [x] protection setup 增加重试机制
+- [x] 手动 protection plan 与 AI fallback 两条路径均接入重试
+- [x] protection setup 失败后统一触发立即平仓，避免裸仓残留
+- [x] 已补重试恢复路径测试
+
+### G. 前端 Protection 多规则闭环
+- [x] Drawdown Take Profit 前端已支持多规则新增 / 编辑 / 删除
+- [x] 前端配置形态与后端 `rules` 多规则读取模型对齐
+- [x] 前端测试通过
+- [x] 前端构建通过
+
+### H. 网络层健壮性补强
+- [x] OKX trader 已补独立 transport 与瞬时网络错误重试
+- [x] NOFXOS client 已补 trusted host 校验与安全请求路径
+- [x] 后端测试通过
+
+## 仍不在本轮验收闭包内的项
+- [x] replay / paper-trading / 仿真执行闭环（已深化到多场景、多侧、错误路径、protection 生命周期集成测试）
+
+## 后续功能开发验收模板
+
+每个功能至少回答：
+1. 目标是什么
+2. 改了哪些模块
+3. 对哪些链路有影响
+4. 如何测试
+5. 是否更新文档/决策
+6. 是否有回归风险

docs/ACCEPTANCE_TEMPLATE.md

@@ -0,0 +1,37 @@
+# NOFX 长期验收模板（长期使用版）
+
+## 1. 验收对象
+- 任务名称：
+- 分支：
+- 提交：
+
+## 2. 目标是否达成
+- 原始目标：
+- 实际达成：
+- 未纳入本轮闭包：
+
+## 3. 影响面确认
+- 后端：
+- 前端：
+- 策略配置 / API / 存储：
+- 风控与交易安全：
+
+## 4. 验证结果
+- [ ] `go test ./...`
+- [ ] `cd web && npm test`
+- [ ] `cd web && npm run build`
+- [ ] 手工关键路径检查已完成
+
+## 5. 风险复核
+- 是否引入新的高爆炸半径改动：是 / 否
+- 是否存在已知未解决风险：
+- 是否需要后续专项测试：
+
+## 6. 文档闭环
+- [ ] DEVLOG 已更新
+- [ ] TODO 已更新
+- [ ] DECISIONS / MEMORY / 专项文档已同步
+
+## 7. 最终结论
+- 结果：通过 / 有条件通过 / 不通过
+- 备注：