diff --git a/.github/ISSUE_TEMPLATE/bug_report.md b/.github/ISSUE_TEMPLATE/bug_report.md index e41f17b0..d26f1d0a 100644 --- a/.github/ISSUE_TEMPLATE/bug_report.md +++ b/.github/ISSUE_TEMPLATE/bug_report.md @@ -6,42 +6,162 @@ labels: bug assignees: '' --- +> **⚠️ Before submitting:** Please check the [Troubleshooting Guide](../../docs/guides/TROUBLESHOOTING.md) ([中文版](../../docs/guides/TROUBLESHOOTING.zh-CN.md)) to see if your issue can be resolved quickly. + ## 🐛 Bug Description + +## 🔍 Bug Category + +- [ ] Trading execution (orders not executing, wrong position size, etc.) +- [ ] AI decision issues (unexpected decisions, only opening one direction, etc.) +- [ ] Exchange connection (API errors, authentication failures, etc.) +- [ ] UI/Frontend (display issues, buttons not working, data not updating, etc.) +- [ ] Backend/API (server errors, crashes, performance issues, etc.) +- [ ] Configuration (settings not saving, database errors, etc.) +- [ ] Other: _________________ + ## 📋 Steps to Reproduce 1. Go to '...' -2. Click on '...' -3. Run command '...' +2. Click on '...' / Run command '...' +3. Configure '...' 4. See error ## ✅ Expected Behavior + ## ❌ Actual Behavior -## 📸 Screenshots / Logs - +## 📸 Screenshots & Logs + +### Frontend Error (if applicable) + + + + + + +**Browser Console Screenshot:** + + +**Network Tab (failed requests):** + + +### Backend Logs (if applicable) + + +**Docker users:** +```bash +# View backend logs +docker compose logs backend --tail=100 + +# OR continuously follow logs +docker compose logs -f backend ``` -Paste logs here + +**Manual/PM2 users:** +```bash +# Terminal output where you ran: ./nofx +# OR PM2 logs: +pm2 logs nofx --lines 100 +``` + +**Backend Log Output:** +``` +Paste backend logs here (last 50-100 lines around the error) +``` + +### Trading/Decision Logs (if trading issue) + + + +**Decision Log Path:** `decision_logs/{trader_id}/{timestamp}.json` + +```json +{ + "paste relevant decision log here if applicable" +} ``` ## 💻 Environment + +**System:** - **OS:** [e.g. macOS 13, Ubuntu 22.04, Windows 11] -- **Go Version:** [e.g. 1.21.5] -- **Node.js Version:** [e.g. 18.17.0] -- **NOFX Version/Commit:** [e.g. v3.0.0 or commit hash] -- **Deployment Method:** [Docker / Manual / PM2] +- **Deployment:** [Docker / Manual / PM2] + +**Backend:** +- **Go Version:** [run: `go version`] +- **NOFX Version:** [run: `git log -1 --oneline` or check release tag] + +**Frontend:** +- **Browser:** [e.g. Chrome 120, Firefox 121, Safari 17] +- **Node.js Version:** [run: `node -v`] + +**Trading Setup:** - **Exchange:** [Binance / Hyperliquid / Aster] +- **Account Type:** [Main Account / Subaccount] +- **Position Mode:** [Hedge Mode (Dual) / One-way Mode] ← **Important for trading bugs!** +- **AI Model:** [DeepSeek / Qwen / Custom] +- **Number of Traders:** [e.g. 1, 2, etc.] -## 🔧 Additional Context - +## 🔧 Configuration (if relevant) + + -- Does this happen consistently or intermittently? -- Did it work before? When did it break? -- Any recent configuration changes? +**Leverage Settings:** +```json +{ + "btc_eth_leverage": 5, + "altcoin_leverage": 5 +} +``` -## ✋ Possible Solution - +**Any custom settings:** + + + +## 📊 Additional Context + +**Frequency:** +- [ ] Happens every time +- [ ] Happens randomly +- [ ] Happened once + +**Timeline:** +- Did this work before? [ ] Yes [ ] No +- When did it break? [e.g. after upgrade to v3.0.0, after changing config, etc.] +- Recent changes? [e.g. updated dependencies, changed exchange, etc.] + +**Impact:** +- [ ] System cannot start +- [ ] Trading stopped/broken +- [ ] UI broken but trading works +- [ ] Minor visual issue +- [ ] Other: _________________ + +## 💡 Possible Solution + + + +--- + +## 📝 Quick Tips for Faster Resolution + +**For Trading Issues:** +1. ✅ Check Binance position mode: Go to Futures → ⚙️ Preferences → Position Mode → Must be **Hedge Mode** +2. ✅ Verify API permissions: Futures trading must be enabled +3. ✅ Check decision logs in `decision_logs/{trader_id}/` for AI reasoning + +**For Connection Issues:** +4. ✅ Test API connectivity: `curl http://localhost:8080/api/health` +5. ✅ Check API rate limits on exchange +6. ✅ Verify API keys are not expired + +**For UI Issues:** +7. ✅ Hard refresh: Ctrl+Shift+R (or Cmd+Shift+R on Mac) +8. ✅ Check browser console (F12) for errors +9. ✅ Verify backend is running: `docker compose ps` or `ps aux | grep nofx` diff --git a/.github/PR_TITLE_GUIDE.md b/.github/PR_TITLE_GUIDE.md new file mode 100644 index 00000000..95fbc12c --- /dev/null +++ b/.github/PR_TITLE_GUIDE.md @@ -0,0 +1,322 @@ +# PR 标题指南 + +## 📋 概述 + +我们使用 **Conventional Commits** 格式来保持 PR 标题的一致性，但这是**建议性的**，不会阻止你的 PR 被合并。 + +## ✅ 推荐格式 + +``` +type(scope): description +``` + +### 示例 + +``` +feat(trader): add new trading strategy +fix(api): resolve authentication issue +docs: update README +chore(deps): update dependencies +ci(workflow): improve GitHub Actions +``` + +--- + +## 📖 详细说明 + +### Type（类型）- 必需 + +描述这次变更的类型： + +| Type | 说明 | 示例 | +|------|------|------| +| `feat` | 新功能 | `feat(trader): add stop-loss feature` | +| `fix` | Bug 修复 | `fix(api): handle null response` | +| `docs` | 文档变更 | `docs: update installation guide` | +| `style` | 代码格式（不影响代码运行） | `style: format code with prettier` | +| `refactor` | 重构（既不是新功能也不是修复） | `refactor(exchange): simplify connection logic` | +| `perf` | 性能优化 | `perf(ai): optimize prompt processing` | +| `test` | 添加或修改测试 | `test(trader): add unit tests` | +| `chore` | 构建过程或辅助工具的变动 | `chore: update dependencies` | +| `ci` | CI/CD 相关变更 | `ci: add test coverage report` | +| `security` | 安全相关修复 | `security: update vulnerable dependencies` | +| `build` | 构建系统或外部依赖项变更 | `build: upgrade webpack to v5` | + +### Scope（范围）- 可选 + +描述这次变更影响的范围： + +| Scope | 说明 | +|-------|------| +| `exchange` | 交易所相关 | +| `trader` | 交易员/交易策略 | +| `ai` | AI 模型相关 | +| `api` | API 接口 | +| `ui` | 用户界面 | +| `frontend` | 前端代码 | +| `backend` | 后端代码 | +| `security` | 安全相关 | +| `deps` | 依赖项 | +| `workflow` | GitHub Actions workflows | +| `github` | GitHub 配置 | +| `actions` | GitHub Actions | +| `config` | 配置文件 | +| `docker` | Docker 相关 | +| `build` | 构建相关 | +| `release` | 发布相关 | + +**注意：** 如果变更影响多个范围，可以省略 scope 或选择最主要的。 + +### Description（描述）- 必需 + +- 使用现在时态（"add" 而不是 "added"） +- 首字母小写 +- 结尾不加句号 +- 简洁明了地描述变更内容 + +--- + +## 🎯 完整示例 + +### ✅ 好的 PR 标题 + +``` +feat(trader): add risk management system +fix(exchange): resolve connection timeout issue +docs: add API documentation for trading endpoints +style: apply consistent code formatting +refactor(ai): simplify prompt processing logic +perf(backend): optimize database queries +test(api): add integration tests for auth +chore(deps): update TypeScript to 5.0 +ci(workflow): add automated security scanning +security(api): fix SQL injection vulnerability +build(docker): optimize Docker image size +``` + +### ⚠️ 需要改进的标题 + +| 不好的标题 | 问题 | 改进后 | +|-----------|------|--------| +| `update code` | 太模糊 | `refactor(trader): simplify order execution logic` | +| `Fixed bug` | 首字母大写，不够具体 | `fix(api): handle edge case in login` | +| `Add new feature.` | 有句号，不够具体 | `feat(ui): add dark mode toggle` | +| `changes` | 完全不符合格式 | `chore: update dependencies` | +| `feat: Added new trading algo` | 时态错误 | `feat(trader): add new trading algorithm` | + +--- + +## 🤖 自动检查行为 + +### 当 PR 标题不符合格式时 + +1. **不会阻止合并** ✅ + - 检查会标记为"建议" + - PR 仍然可以被审查和合并 + +2. **会收到友好提示** 💬 + - 机器人会在 PR 中留言 + - 提供格式说明和示例 + - 建议如何改进标题 + +3. **可以随时更新** 🔄 + - 更新 PR 标题后会重新检查 + - 无需关闭和重新打开 PR + +### 示例评论 + +如果你的 PR 标题是 `update workflow`，你会收到这样的评论： + +```markdown +## ⚠️ PR Title Format Suggestion + +Your PR title doesn't follow the Conventional Commits format, +but this won't block your PR from being merged. + +**Current title:** `update workflow` + +**Recommended format:** `type(scope): description` + +### Valid types: +feat, fix, docs, style, refactor, perf, test, chore, ci, security, build + +### Common scopes (optional): +exchange, trader, ai, api, ui, frontend, backend, security, deps, +workflow, github, actions, config, docker, build, release + +### Examples: +- feat(trader): add new trading strategy +- fix(api): resolve authentication issue +- docs: update README +- chore(deps): update dependencies +- ci(workflow): improve GitHub Actions + +**Note:** This is a suggestion to improve consistency. +Your PR can still be reviewed and merged. +``` + +--- + +## 🔧 配置详情 + +### 支持的 Types + +在 `.github/workflows/pr-checks.yml` 中配置： + +```yaml +types: | + feat + fix + docs + style + refactor + perf + test + chore + ci + security + build +``` + +### 支持的 Scopes + +```yaml +scopes: | + exchange + trader + ai + api + ui + frontend + backend + security + deps + workflow + github + actions + config + docker + build + release +``` + +### 添加新的 Scope + +如果你需要添加新的 scope，请： + +1. 在 `.github/workflows/pr-checks.yml` 的 `scopes` 部分添加 +2. 在 `.github/workflows/pr-checks-run.yml` 更新正则表达式（可选） +3. 更新本文档 + +--- + +## 📚 为什么使用 Conventional Commits？ + +### 优点 + +1. **自动化 Changelog** 📝 + - 可以自动生成版本更新日志 + - 清晰地分类各种变更 + +2. **语义化版本** 🔢 + - `feat` → MINOR 版本（1.1.0） + - `fix` → PATCH 版本（1.0.1） + - `BREAKING CHANGE` → MAJOR 版本（2.0.0） + +3. **更好的可读性** 👀 + - 一眼看出 PR 的目的 + - 更容易浏览 Git 历史 + +4. **团队协作** 🤝 + - 统一的提交风格 + - 降低沟通成本 + +### 示例：自动生成的 Changelog + +```markdown +## v1.2.0 (2025-11-02) + +### Features +- **trader**: add risk management system (#123) +- **ui**: add dark mode toggle (#125) + +### Bug Fixes +- **api**: resolve authentication issue (#124) +- **exchange**: fix connection timeout (#126) + +### Documentation +- update API documentation (#127) +``` + +--- + +## 🎓 学习资源 + +- **Conventional Commits 官网:** https://www.conventionalcommits.org/ +- **Angular Commit Guidelines:** https://github.com/angular/angular/blob/main/CONTRIBUTING.md#commit +- **Semantic Versioning:** https://semver.org/ + +--- + +## ❓ FAQ + +### Q: 我必须遵循这个格式吗？ + +**A:** 不必须。这是建议性的，不会阻止你的 PR 被合并。但遵循格式可以提高项目的可维护性。 + +### Q: 如果我忘记了怎么办？ + +**A:** 机器人会在 PR 中提醒你，你可以随时更新标题。 + +### Q: 我可以在一个 PR 中做多种类型的变更吗？ + +**A:** 可以，但建议： +- 选择最主要的类型 +- 或者考虑拆分成多个 PR（更易于审查） + +### Q: Scope 可以省略吗？ + +**A:** 可以。`requireScope: false` 表示 scope 是可选的。 + +示例：`docs: update README` （没有 scope 也可以） + +### Q: 我想添加新的 type 或 scope，怎么做？ + +**A:** 提一个 PR 修改 `.github/workflows/pr-checks.yml`，并在本文档中说明新增项的用途。 + +### Q: Breaking Changes 怎么表示？ + +**A:** 在描述中添加 `BREAKING CHANGE:` 或在 type 后加 `!`： + +``` +feat!: remove deprecated API +feat(api)!: change authentication method + +BREAKING CHANGE: The old /auth endpoint is removed +``` + +--- + +## 📊 统计 + +想看项目的 commit 类型分布？运行： + +```bash +git log --oneline --no-merges | \ + grep -oE '^[a-f0-9]+ (feat|fix|docs|style|refactor|perf|test|chore|ci|security|build)' | \ + cut -d' ' -f2 | sort | uniq -c | sort -rn +``` + +--- + +## ✅ 快速检查清单 + +在提交 PR 前，检查你的标题是否： + +- [ ] 包含有效的 type（feat, fix, docs 等） +- [ ] 使用小写字母开头 +- [ ] 使用现在时态（"add" 而不是 "added"） +- [ ] 简洁明了（最好在 50 字符内） +- [ ] 准确描述了变更内容 + +**记住：** 这些都是建议，不是强制要求！ diff --git a/.github/PULL_REQUEST_TEMPLATE.md b/.github/PULL_REQUEST_TEMPLATE.md index 8fd87aeb..8d6a71b0 100644 --- a/.github/PULL_REQUEST_TEMPLATE.md +++ b/.github/PULL_REQUEST_TEMPLATE.md @@ -1,153 +1,288 @@ -# Pull Request +# Pull Request | PR 提交 -## 📝 Description +> **💡 提示 Tip:** 推荐 PR 标题格式 Recommended PR title format: `type(scope): description` +> 例如 Examples: `feat(trader): add new strategy` | `fix(api): resolve auth issue` +> 详情 Details: [PR Title Guide](./PR_TITLE_GUIDE.md) + +--- + +## 📝 Description | 描述 + -## 🎯 Type of Change +**English:** + +**中文：** + +--- + +## 🎯 Type of Change | 变更类型 + -- [ ] 🐛 Bug fix (non-breaking change which fixes an issue) -- [ ] ✨ New feature (non-breaking change which adds functionality) -- [ ] 💥 Breaking change (fix or feature that would cause existing functionality to not work as expected) -- [ ] 📝 Documentation update -- [ ] 🎨 Code style update (formatting, renaming) -- [ ] ♻️ Refactoring (no functional changes) -- [ ] ⚡ Performance improvement -- [ ] ✅ Test update -- [ ] 🔧 Build/config change +- [ ] 🐛 Bug fix | 修复 Bug（不影响现有功能的修复） +- [ ] ✨ New feature | 新功能（不影响现有功能的新增） +- [ ] 💥 Breaking change | 破坏性变更（会导致现有功能无法正常工作的修复或功能） +- [ ] 📝 Documentation update | 文档更新 +- [ ] 🎨 Code style update | 代码样式更新（格式化、重命名等） +- [ ] ♻️ Refactoring | 重构（无功能变更） +- [ ] ⚡ Performance improvement | 性能优化 +- [ ] ✅ Test update | 测试更新 +- [ ] 🔧 Build/config change | 构建/配置变更 +- [ ] 🔒 Security fix | 安全修复 -## 🔗 Related Issues +--- + +## 🔗 Related Issues | 相关 Issue + -- Closes # -- Related to # +- Closes # | 关闭 # +- Related to # | 相关 # -## 📋 Changes Made +--- + +## 📋 Changes Made | 具体变更 + +**English:** - Change 1 - Change 2 - Change 3 -## 🧪 Testing +**中文：** +- 变更 1 +- 变更 2 +- 变更 3 -### Manual Testing +--- + +## 🧪 Testing | 测试 + +### Manual Testing | 手动测试 + -- [ ] Tested locally (manual verification) -- [ ] Tested on testnet (for exchange integrations) -- [ ] Tested with different configurations -- [ ] Verified no existing functionality broke +- [ ] Tested locally | 本地测试通过 +- [ ] Tested on testnet | 测试网测试通过（交易所集成相关） +- [ ] Tested with different configurations | 测试了不同配置 +- [ ] Verified no existing functionality broke | 确认没有破坏现有功能 -### Test Environment +### Test Environment | 测试环境 -- **OS:** [e.g. macOS, Ubuntu] -- **Go Version:** [e.g. 1.21.5] -- **Exchange:** [if applicable] +- **OS | 操作系统:** [e.g. macOS, Ubuntu, Windows] +- **Go Version | Go 版本:** [e.g. 1.21.5] +- **Node Version | Node 版本:** [e.g. 18.x] (if applicable | 如适用) +- **Exchange | 交易所:** [if applicable | 如适用] -### Test Results +### Test Results | 测试结果 + ``` -Test output here +Test output here | 测试输出 ``` -## 📸 Screenshots / Demo +--- + +## 📸 Screenshots / Demo | 截图/演示 + + -**Before:** +**Before | 变更前:** -**After:** +**After | 变更后:** -## ✅ Checklist +--- + +## ✅ Checklist | 检查清单 + -### Code Quality +### Code Quality | 代码质量 -- [ ] My code follows the project's code style ([Contributing Guide](../CONTRIBUTING.md)) -- [ ] I have performed a self-review of my code -- [ ] I have commented my code, particularly in hard-to-understand areas -- [ ] My changes generate no new warnings or errors -- [ ] Code compiles successfully (`go build` / `npm run build`) -- [ ] I have run `go fmt` (for Go code) +- [ ] My code follows the project's code style | 我的代码遵循项目代码风格 ([Contributing Guide](../CONTRIBUTING.md)) +- [ ] I have performed a self-review of my code | 我已进行代码自查 +- [ ] I have commented my code, particularly in hard-to-understand areas | 我已添加代码注释，特别是难以理解的部分 +- [ ] My changes generate no new warnings or errors | 我的变更没有产生新的警告或错误 +- [ ] Code compiles successfully | 代码编译成功 (`go build` / `npm run build`) +- [ ] I have run `go fmt` (for Go code) | 我已运行 `go fmt`（Go 代码） +- [ ] I have run `npm run lint` (for frontend code) | 我已运行 `npm run lint`（前端代码） -### Testing +### Testing | 测试 -- [ ] I have added tests that prove my fix is effective or that my feature works -- [ ] New and existing unit tests pass locally -- [ ] I have tested on testnet (for trading/exchange changes) +- [ ] I have added tests that prove my fix is effective or that my feature works | 我已添加证明修复有效或功能正常的测试 +- [ ] New and existing unit tests pass locally | 新旧单元测试在本地通过 +- [ ] I have tested on testnet (for trading/exchange changes) | 我已在测试网测试（交易/交易所变更） +- [ ] Integration tests pass | 集成测试通过 -### Documentation +### Documentation | 文档 -- [ ] I have updated the documentation accordingly -- [ ] I have updated the README if needed -- [ ] I have added inline code comments where necessary -- [ ] I have updated type definitions (for TypeScript changes) +- [ ] I have updated the documentation accordingly | 我已相应更新文档 +- [ ] I have updated the README if needed | 我已更新 README（如需要） +- [ ] I have added inline code comments where necessary | 我已在必要处添加代码注释 +- [ ] I have updated type definitions (for TypeScript changes) | 我已更新类型定义（TypeScript 变更） +- [ ] I have updated API documentation (if applicable) | 我已更新 API 文档（如适用） ### Git -- [ ] My commits follow the conventional commits format (`feat:`, `fix:`, etc.) -- [ ] I have rebased my branch on the latest `dev` branch -- [ ] There are no merge conflicts +- [ ] My commits follow the conventional commits format | 我的提交遵循 Conventional Commits 格式 (`feat:`, `fix:`, etc.) +- [ ] I have rebased my branch on the latest `dev` branch | 我已将分支 rebase 到最新的 `dev` 分支 +- [ ] There are no merge conflicts | 没有合并冲突 +- [ ] Commit messages are clear and descriptive | 提交信息清晰明确 -## 🔒 Security Considerations +--- + +## 🔒 Security Considerations | 安全考虑 + -- [ ] No API keys or secrets are hardcoded -- [ ] User inputs are properly validated -- [ ] No SQL injection vulnerabilities introduced -- [ ] Authentication/authorization properly handled -- [ ] N/A (not security-related) +- [ ] No API keys or secrets are hardcoded | 没有硬编码 API 密钥或密钥 +- [ ] User inputs are properly validated | 用户输入已正确验证 +- [ ] No SQL injection vulnerabilities introduced | 未引入 SQL 注入漏洞 +- [ ] No XSS vulnerabilities introduced | 未引入 XSS 漏洞 +- [ ] Authentication/authorization properly handled | 认证/授权已正确处理 +- [ ] Sensitive data is encrypted | 敏感数据已加密 +- [ ] N/A (not security-related) | 不适用（非安全相关） -## ⚡ Performance Impact +--- + +## ⚡ Performance Impact | 性能影响 + -- [ ] No significant performance impact -- [ ] Performance improved -- [ ] Performance may be impacted (explain below) +- [ ] No significant performance impact | 无显著性能影响 +- [ ] Performance improved | 性能提升 +- [ ] Performance may be impacted (explain below) | 性能可能受影响（请在下方说明） + -## 📚 Additional Notes +**English:** + +**中文：** + +--- + +## 🌐 Internationalization | 国际化 + + + + +- [ ] All user-facing text supports i18n | 所有面向用户的文本支持国际化 +- [ ] Both English and Chinese versions provided | 提供了中英文版本 +- [ ] N/A | 不适用 + +--- + +## 📚 Additional Notes | 补充说明 + + +**English:** + +**中文：** --- -## For Bounty Claims +## 💰 For Bounty Claims | 赏金申请 + -- [ ] This PR is for bounty issue # -- [ ] All acceptance criteria from the bounty issue are met -- [ ] I have included a demo video/screenshots -- [ ] I am ready for payment upon merge +- [ ] This PR is for bounty issue # | 此 PR 用于赏金 issue # +- [ ] All acceptance criteria from the bounty issue are met | 满足赏金 issue 的所有验收标准 +- [ ] I have included a demo video/screenshots | 我已包含演示视频/截图 +- [ ] I am ready for payment upon merge | 我准备好在合并后接收付款 -**Payment Details:** +**Payment Details | 付款详情:** --- -## 🙏 Reviewer Notes +## 🙏 Reviewer Notes | 审查者注意事项 + + +**English:** + +**中文：** + +--- + +## 📋 PR Size Estimate | PR 大小估计 + + + + +- [ ] 🟢 Small (< 100 lines) | 小（< 100 行） +- [ ] 🟡 Medium (100-500 lines) | 中（100-500 行） +- [ ] 🔴 Large (> 500 lines) | 大（> 500 行） + + + + + + + +--- + +## 🎯 Review Focus Areas | 审查重点 + + + + +Please pay special attention to: +请特别注意： + +- [ ] Logic changes | 逻辑变更 +- [ ] Security implications | 安全影响 +- [ ] Performance optimization | 性能优化 +- [ ] API changes | API 变更 +- [ ] Database schema changes | 数据库架构变更 +- [ ] UI/UX changes | UI/UX 变更 --- **By submitting this PR, I confirm that:** -- [ ] I have read the [Contributing Guidelines](../CONTRIBUTING.md) -- [ ] I agree to the [Code of Conduct](../CODE_OF_CONDUCT.md) -- [ ] My contribution is licensed under the MIT License +**提交此 PR，我确认：** + +- [ ] I have read the [Contributing Guidelines](../CONTRIBUTING.md) | 我已阅读[贡献指南](../CONTRIBUTING.md) +- [ ] I agree to the [Code of Conduct](../CODE_OF_CONDUCT.md) | 我同意[行为准则](../CODE_OF_CONDUCT.md) +- [ ] My contribution is licensed under the MIT License | 我的贡献遵循 MIT 许可证 +- [ ] I understand this is a voluntary contribution | 我理解这是自愿贡献 +- [ ] I have the right to submit this code | 我有权提交此代码 + +--- + + diff --git a/.github/workflows/README.md b/.github/workflows/README.md new file mode 100644 index 00000000..5eb6f985 --- /dev/null +++ b/.github/workflows/README.md @@ -0,0 +1,176 @@ +# GitHub Actions Workflows + +This directory contains the GitHub Actions workflows for the NOFX project. + +## 📚 Documentation Index + +- **[README.md](./README.md)** - This file, overview of all workflows +- **[PERMISSIONS.md](./PERMISSIONS.md)** - Detailed permission analysis and security model +- **[TRIGGERS.md](./TRIGGERS.md)** - Comparison of event triggers (pull_request vs pull_request_target vs workflow_run) +- **[FORK_PR_FLOW.md](./FORK_PR_FLOW.md)** - Complete analysis of what happens when a fork PR is submitted +- **[FLOW_DIAGRAM.md](./FLOW_DIAGRAM.md)** - Visual flow diagrams and quick reference +- **[SECRETS_SCANNING.md](./SECRETS_SCANNING.md)** - Secrets scanning solutions and TruffleHog setup + +## 🚀 Quick Start + +**Want to understand how fork PRs work?** → Read [FLOW_DIAGRAM.md](./FLOW_DIAGRAM.md) + +**Need security details?** → Read [PERMISSIONS.md](./PERMISSIONS.md) + +**Confused about triggers?** → Read [TRIGGERS.md](./TRIGGERS.md) + +## PR Check Workflows + +We use a **two-workflow pattern** to safely handle PR checks from both internal and fork PRs: + +### 1. `pr-checks-run.yml` - Execute Checks + +**Trigger:** On pull request (opened, synchronize, reopened) + +**Permissions:** Read-only + +**Purpose:** Executes all PR checks with read-only permissions, making it safe for fork PRs. + +**What it does:** +- ✅ Checks PR title format (Conventional Commits) +- ✅ Calculates PR size +- ✅ Runs backend checks (Go formatting, vet, tests) +- ✅ Runs frontend checks (linting, type checking, build) +- ✅ Saves all results as artifacts + +**Security:** Safe for fork PRs because it only has read permissions and cannot access secrets or modify the repository. + +### 2. `pr-checks-comment.yml` - Post Results + +**Trigger:** When `pr-checks-run.yml` completes (workflow_run) + +**Permissions:** Write (pull-requests, issues) + +**Purpose:** Posts check results as PR comments, running in the main repository context. + +**What it does:** +- ✅ Downloads artifacts from `pr-checks-run.yml` +- ✅ Reads check results +- ✅ Posts a comprehensive comment to the PR + +**Security:** Safe because: +- Runs in the main repository context (not fork context) +- Has write permissions but doesn't execute untrusted code +- Only reads pre-generated results from artifacts + +### 3. `pr-checks.yml` - Strict Checks + +**Trigger:** On pull request + +**Permissions:** Read + conditional write + +**Purpose:** Runs mandatory checks that must pass before PR can be merged. + +**What it does:** +- ✅ Validates PR title (blocks merge if invalid) +- ✅ Auto-labels PR based on size and files changed (non-fork only) +- ✅ Runs backend tests (Go) +- ✅ Runs frontend tests (React/TypeScript) +- ✅ Security scanning (Trivy, Gitleaks) + +**Security:** +- Fork PRs: Only runs read-only operations (tests, security scans) +- Non-fork PRs: Can add labels and comments +- Uses `continue-on-error` for operations that may fail on forks + +## Why Two Workflows for PR Checks? + +### The Problem + +When a PR comes from a forked repository: +- GitHub restricts `GITHUB_TOKEN` permissions for security +- Fork PRs cannot write comments, add labels, or access secrets +- This prevents malicious contributors from: + - Stealing repository secrets + - Modifying workflow files to execute malicious code + - Spamming issues/PRs with automated comments + +### The Solution + +**Two-Workflow Pattern:** + +``` +Fork PR Submitted + ↓ +[pr-checks-run.yml] + - Runs with read-only permissions + - Executes all checks safely + - Saves results to artifacts + ↓ +[pr-checks-comment.yml] + - Triggered by workflow_run + - Runs in main repo context (has write permissions) + - Downloads artifacts + - Posts comment with results +``` + +This approach: +- ✅ Allows fork PRs to run checks +- ✅ Safely posts results as comments +- ✅ Prevents security vulnerabilities +- ✅ Follows GitHub's best practices + +### Can workflow_run Comment on Fork PRs? + +**Yes! ✅ The permissions are sufficient.** + +**Key Understanding:** +- `workflow_run` executes in the **base repository** context +- Fork PRs exist in the **base repository** (not in the fork) +- The base repository's `GITHUB_TOKEN` has write permissions +- Therefore, `workflow_run` can comment on fork PRs + +**Security:** +- Fork PR code runs in isolated environment (read-only) +- Comment workflow doesn't execute fork code +- Only reads pre-generated artifact data + +**For detailed permission analysis, see:** [PERMISSIONS.md](./PERMISSIONS.md) + +## Workflow Comparison + +| Workflow | Fork PRs | Write Access | Blocks Merge | Purpose | +|----------|----------|--------------|--------------|---------| +| `pr-checks-run.yml` | ✅ Yes | ❌ No | ❌ No | Advisory checks | +| `pr-checks-comment.yml` | ✅ Yes | ✅ Yes* | ❌ No | Post results | +| `pr-checks.yml` | ✅ Yes | ⚠️ Partial | ✅ Yes | Mandatory checks | + +\* Write access only in main repo context, not available to fork PR code + +## File History + +- `pr-checks-advisory.yml.old` - Old advisory workflow that failed on fork PRs (deprecated) +- Now replaced by the two-workflow pattern (`pr-checks-run.yml` + `pr-checks-comment.yml`) + +## Testing the Workflows + +### Test with a Fork PR + +1. Fork the repository +2. Make changes in your fork +3. Create a PR to the main repository +4. Observe: + - `pr-checks-run.yml` runs successfully with read-only access + - `pr-checks-comment.yml` posts results as a comment + - `pr-checks.yml` runs tests but skips labeling + +### Test with a Branch PR + +1. Create a branch in the main repository +2. Make changes +3. Create a PR +4. Observe: + - All workflows run with full permissions + - Labels are added automatically + - Comments are posted + +## References + +- [GitHub Actions: Keeping your GitHub Actions and workflows secure Part 1](https://securitylab.github.com/research/github-actions-preventing-pwn-requests/) +- [Safely posting comments from untrusted workflows](https://securitylab.github.com/research/github-actions-building-blocks/) +- [GitHub Actions: workflow_run trigger](https://docs.github.com/en/actions/using-workflows/events-that-trigger-workflows#workflow_run) diff --git a/.github/workflows/pr-checks-advisory.yml b/.github/workflows/pr-checks-advisory.yml.old similarity index 99% rename from .github/workflows/pr-checks-advisory.yml rename to .github/workflows/pr-checks-advisory.yml.old index 9cab882d..2fb62b42 100644 --- a/.github/workflows/pr-checks-advisory.yml +++ b/.github/workflows/pr-checks-advisory.yml.old @@ -9,7 +9,7 @@ on: # Results will be posted as comments to help contributors improve their PRs permissions: - contents: read + contents: write pull-requests: write checks: write issues: write diff --git a/.github/workflows/pr-checks-comment.yml b/.github/workflows/pr-checks-comment.yml new file mode 100644 index 00000000..db0983f8 --- /dev/null +++ b/.github/workflows/pr-checks-comment.yml @@ -0,0 +1,248 @@ +name: PR Checks - Comment + +# This workflow posts ADVISORY check results as comments +# Runs in the main repo context with write permissions (SAFE) +# Triggered after pr-checks-run.yml completes +# +# NOTE: PR title and size checks are handled by pr-checks.yml (no duplication) +# This workflow only posts backend/frontend advisory check results + +on: + workflow_run: + workflows: ["PR Checks - Run"] + types: [completed] + +# Write permissions - SAFE because runs in main repo context +# This token has write access to the base repository +# Fork PRs exist in the base repo, so we can comment on them +permissions: + pull-requests: write + issues: write + actions: read # Needed to download artifacts + +jobs: + comment: + name: Post Advisory Check Results + runs-on: ubuntu-latest + # Only run if the workflow was triggered by a pull_request event + if: github.event.workflow_run.event == 'pull_request' + steps: + - name: Download artifacts + id: download-artifacts + continue-on-error: true + uses: actions/download-artifact@v4 + with: + github-token: ${{ secrets.GITHUB_TOKEN }} + run-id: ${{ github.event.workflow_run.id }} + path: artifacts + + - name: Debug workflow run info + run: | + echo "=== Workflow Run Debug Info ===" + echo "Workflow Run ID: ${{ github.event.workflow_run.id }}" + echo "Workflow Run Event: ${{ github.event.workflow_run.event }}" + echo "Workflow Run Conclusion: ${{ github.event.workflow_run.conclusion }}" + echo "Workflow Run Head SHA: ${{ github.event.workflow_run.head_sha }}" + + - name: List downloaded artifacts + run: | + echo "=== Checking downloaded artifacts ===" + ls -la artifacts/ || echo "⚠️ No artifacts directory found" + find artifacts/ -type f || echo "⚠️ No files found in artifacts" + echo "" + echo "Artifact download result: ${{ steps.download-artifacts.outcome }}" + + - name: Read backend results + id: backend + continue-on-error: true + run: | + if [ -f artifacts/backend-results/backend-results.json ]; then + echo "=== Backend Results JSON ===" + cat artifacts/backend-results/backend-results.json + echo "pr_number=$(jq -r '.pr_number' artifacts/backend-results/backend-results.json)" >> $GITHUB_OUTPUT + echo "fmt_status=$(jq -r '.fmt_status' artifacts/backend-results/backend-results.json)" >> $GITHUB_OUTPUT + echo "vet_status=$(jq -r '.vet_status' artifacts/backend-results/backend-results.json)" >> $GITHUB_OUTPUT + echo "test_status=$(jq -r '.test_status' artifacts/backend-results/backend-results.json)" >> $GITHUB_OUTPUT + + # Read output files + if [ -f artifacts/backend-results/fmt-files.txt ]; then + echo "fmt_files<> $GITHUB_OUTPUT + cat artifacts/backend-results/fmt-files.txt >> $GITHUB_OUTPUT + echo "EOF" >> $GITHUB_OUTPUT + fi + if [ -f artifacts/backend-results/vet-output-short.txt ]; then + echo "vet_output<> $GITHUB_OUTPUT + cat artifacts/backend-results/vet-output-short.txt >> $GITHUB_OUTPUT + echo "EOF" >> $GITHUB_OUTPUT + fi + if [ -f artifacts/backend-results/test-output-short.txt ]; then + echo "test_output<> $GITHUB_OUTPUT + cat artifacts/backend-results/test-output-short.txt >> $GITHUB_OUTPUT + echo "EOF" >> $GITHUB_OUTPUT + fi + else + echo "pr_number=0" >> $GITHUB_OUTPUT + echo "⚠️ Backend results artifact not found" + fi + + - name: Read frontend results + id: frontend + continue-on-error: true + run: | + if [ -f artifacts/frontend-results/frontend-results.json ]; then + echo "=== Frontend Results JSON ===" + cat artifacts/frontend-results/frontend-results.json + echo "build_status=$(jq -r '.build_status' artifacts/frontend-results/frontend-results.json)" >> $GITHUB_OUTPUT + + # Read output files + if [ -f artifacts/frontend-results/build-output-short.txt ]; then + echo "build_output<> $GITHUB_OUTPUT + cat artifacts/frontend-results/build-output-short.txt >> $GITHUB_OUTPUT + echo "EOF" >> $GITHUB_OUTPUT + fi + else + echo "⚠️ Frontend results artifact not found" + fi + + - name: Post advisory results comment + if: steps.backend.outputs.pr_number != '0' + uses: actions/github-script@v7 + with: + script: | + const prNumber = ${{ steps.backend.outputs.pr_number }}; + + let comment = '## 🤖 Advisory Check Results\n\n'; + comment += 'These are **advisory** checks to help improve code quality. They won\'t block your PR from being merged.\n\n'; + comment += '> **Note:** PR title and size checks are handled by the main workflow and may appear in a separate comment.\n\n'; + + // Backend checks + const fmtStatus = '${{ steps.backend.outputs.fmt_status }}'; + const vetStatus = '${{ steps.backend.outputs.vet_status }}'; + const testStatus = '${{ steps.backend.outputs.test_status }}'; + + if (fmtStatus || vetStatus || testStatus) { + comment += '\n### 🔧 Backend Checks\n\n'; + + if (fmtStatus) { + comment += '**Go Formatting:** ' + fmtStatus + '\n'; + const fmtFiles = `${{ steps.backend.outputs.fmt_files }}`; + if (fmtFiles && fmtFiles.trim()) { + comment += '
Files needing formatting\n\n```\n' + fmtFiles + '\n```\n
\n\n'; + } + } + + if (vetStatus) { + comment += '**Go Vet:** ' + vetStatus + '\n'; + const vetOutput = `${{ steps.backend.outputs.vet_output }}`; + if (vetOutput && vetOutput.trim()) { + comment += '
Issues found\n\n```\n' + vetOutput.substring(0, 1000) + '\n```\n
\n\n'; + } + } + + if (testStatus) { + comment += '**Tests:** ' + testStatus + '\n'; + const testOutput = `${{ steps.backend.outputs.test_output }}`; + if (testOutput && testOutput.trim()) { + comment += '
Test output\n\n```\n' + testOutput.substring(0, 1000) + '\n```\n
\n\n'; + } + } + + comment += '\n**Fix locally:**\n'; + comment += '```bash\n'; + comment += 'go fmt ./... # Format code\n'; + comment += 'go vet ./... # Check for issues\n'; + comment += 'go test ./... # Run tests\n'; + comment += '```\n'; + } + + // Frontend checks + const buildStatus = '${{ steps.frontend.outputs.build_status }}'; + + if (buildStatus) { + comment += '\n### ⚛️ Frontend Checks\n\n'; + + comment += '**Build & Type Check:** ' + buildStatus + '\n'; + const buildOutput = `${{ steps.frontend.outputs.build_output }}`; + if (buildOutput && buildOutput.trim()) { + comment += '
Build output\n\n```\n' + buildOutput.substring(0, 1000) + '\n```\n
\n\n'; + } + + comment += '\n**Fix locally:**\n'; + comment += '```bash\n'; + comment += 'cd web\n'; + comment += 'npm run build # Test build (includes type checking)\n'; + comment += '```\n'; + } + + comment += '\n---\n\n'; + comment += '### 📖 Resources\n\n'; + comment += '- [Contributing Guidelines](https://github.com/tinkle-community/nofx/blob/dev/CONTRIBUTING.md)\n'; + comment += '- [Migration Guide](https://github.com/tinkle-community/nofx/blob/dev/docs/community/MIGRATION_ANNOUNCEMENT.md)\n\n'; + comment += '**Questions?** Feel free to ask in the comments! 🙏\n\n'; + comment += '---\n\n'; + comment += '*These checks are advisory and won\'t block your PR from being merged. This comment is automatically generated from [pr-checks-run.yml](https://github.com/tinkle-community/nofx/blob/dev/.github/workflows/pr-checks-run.yml).*'; + + // Post comment + await github.rest.issues.createComment({ + issue_number: prNumber, + owner: context.repo.owner, + repo: context.repo.repo, + body: comment + }); + + - name: Post fallback comment if no results + if: steps.backend.outputs.pr_number == '0' + uses: actions/github-script@v7 + with: + script: | + // Try to get PR number from the workflow_run event + const pulls = await github.rest.pulls.list({ + owner: context.repo.owner, + repo: context.repo.repo, + state: 'open', + head: `${context.repo.owner}:${{ github.event.workflow_run.head_branch }}` + }); + + if (pulls.data.length === 0) { + console.log('⚠️ Could not find PR for this workflow run'); + return; + } + + const prNumber = pulls.data[0].number; + + const comment = [ + '## ⚠️ Advisory Checks - Results Unavailable', + '', + 'The advisory checks workflow completed, but results could not be retrieved.', + '', + '### Possible reasons:', + '- Artifacts were not uploaded successfully', + '- Artifacts expired (retention: 1 day)', + '- Permission issues', + '', + '### What to do:', + '1. Check the [PR Checks - Run workflow](${{ github.event.workflow_run.html_url }}) logs', + '2. Ensure your code passes local checks:', + '```bash', + '# Backend', + 'go fmt ./...', + 'go vet ./...', + 'go build', + 'go test ./...', + '', + '# Frontend (if applicable)', + 'cd web', + 'npm run build', + '```', + '', + '---', + '', + '*This is an automated fallback message. The advisory checks ran but results are not available.*' + ].join('\n'); + + await github.rest.issues.createComment({ + issue_number: prNumber, + owner: context.repo.owner, + repo: context.repo.repo, + body: comment + }); diff --git a/.github/workflows/pr-checks-run.yml b/.github/workflows/pr-checks-run.yml new file mode 100644 index 00000000..48d23afe --- /dev/null +++ b/.github/workflows/pr-checks-run.yml @@ -0,0 +1,160 @@ +name: PR Checks - Run + +# This workflow runs advisory PR checks with read-only permissions +# Safe for fork PRs - results are saved as artifacts +# Companion workflow (pr-checks-comment.yml) will post comments +# +# NOTE: This workflow provides ADVISORY checks (non-blocking) +# Main blocking checks are in pr-checks.yml +# PR title and size checks are handled by pr-checks.yml (no duplication) + +on: + pull_request: + types: [opened, synchronize, reopened] + branches: [main, dev] + +# Read-only permissions - safe for fork PRs +permissions: + contents: read + +jobs: + # Backend advisory checks + # Different from pr-checks.yml: these use continue-on-error and generate reports + backend-checks: + name: Backend Checks + runs-on: ubuntu-latest + steps: + - uses: actions/checkout@v4 + + - name: Set up Go + uses: actions/setup-go@v5 + with: + go-version: '1.21' + + - name: Install dependencies + run: | + sudo apt-get update + sudo apt-get install -y libta-lib-dev || true + go mod download || true + + - name: Check Go formatting + id: go-fmt + continue-on-error: true + run: | + UNFORMATTED=$(gofmt -l . 2>/dev/null || echo "") + if [ -n "$UNFORMATTED" ]; then + echo "status=⚠️ Needs formatting" >> $GITHUB_OUTPUT + echo "$UNFORMATTED" | head -10 > fmt-files.txt + else + echo "status=✅ Good" >> $GITHUB_OUTPUT + echo "" > fmt-files.txt + fi + + - name: Run go vet + id: go-vet + continue-on-error: true + run: | + if go vet ./... 2>&1 | tee vet-output.txt; then + echo "status=✅ Good" >> $GITHUB_OUTPUT + else + echo "status=⚠️ Issues found" >> $GITHUB_OUTPUT + cat vet-output.txt | head -20 > vet-output-short.txt + fi + + - name: Run tests + id: go-test + continue-on-error: true + run: | + if go test ./... -v 2>&1 | tee test-output.txt; then + echo "status=✅ Passed" >> $GITHUB_OUTPUT + else + echo "status=⚠️ Failed" >> $GITHUB_OUTPUT + cat test-output.txt | tail -30 > test-output-short.txt + fi + + - name: Save backend results + if: always() + run: | + cat > backend-results.json <> $GITHUB_OUTPUT + else + echo "exists=false" >> $GITHUB_OUTPUT + fi + + - name: Install dependencies + if: steps.check-web.outputs.exists == 'true' + working-directory: ./web + continue-on-error: true + run: npm ci + + - name: Build and Type Check + if: steps.check-web.outputs.exists == 'true' + id: build + working-directory: ./web + continue-on-error: true + run: | + # build script includes: tsc && vite build + if npm run build 2>&1 | tee build-output.txt; then + echo "status=✅ Success" >> $GITHUB_OUTPUT + else + echo "status=⚠️ Failed" >> $GITHUB_OUTPUT + cat build-output.txt | tail -30 > build-output-short.txt + fi + + - name: Save frontend results + if: always() && steps.check-web.outputs.exists == 'true' + working-directory: ./web + run: | + cat > frontend-results.json <= 1000) { - await github.rest.issues.createComment({ - owner: context.repo.owner, - repo: context.repo.repo, - issue_number: pr.number, - body: comment - }); + // Add comment for large PRs + if (total >= 1000) { + await github.rest.issues.createComment({ + owner: context.repo.owner, + repo: context.repo.repo, + issue_number: pr.number, + body: comment + }); + } + } catch (error) { + console.log('Failed to add label/comment (expected for fork PRs):', error.message); + } + } else { + console.log('Fork PR detected - skipping label/comment (will be handled by pr-checks-comment.yml)'); } - # Backend tests - backend-tests: - name: Backend Tests (Go) + # Backend checks (simplified - no TA-Lib required) + backend-checks: + name: Backend Code Quality (Go) runs-on: ubuntu-latest + permissions: + contents: read # Only need read access for testing steps: - name: Checkout code uses: actions/checkout@v4 @@ -95,11 +181,6 @@ jobs: with: go-version: '1.21' - - name: Install TA-Lib - run: | - sudo apt-get update - sudo apt-get install -y libta-lib-dev - - name: Cache Go modules uses: actions/cache@v4 with: @@ -112,32 +193,32 @@ jobs: run: go mod download - name: Run go fmt + continue-on-error: true # Don't block PR if formatting issues found run: | if [ "$(gofmt -s -l . | wc -l)" -gt 0 ]; then - echo "Please run 'go fmt' on your code" + echo "⚠️ Code formatting issues found. Please run 'go fmt ./...' locally." + echo "" + echo "Files needing formatting:" gofmt -s -l . + echo "" + echo "This is a warning and won't block your PR from being merged." exit 1 + else + echo "✅ All Go files are properly formatted" fi - name: Run go vet run: go vet ./... - - name: Run tests - run: go test -v -race -coverprofile=coverage.out ./... - - name: Build run: go build -v -o nofx - - name: Upload coverage - uses: codecov/codecov-action@v4 - with: - file: ./coverage.out - flags: backend - # Frontend tests frontend-tests: name: Frontend Tests (React/TypeScript) runs-on: ubuntu-latest + permissions: + contents: read # Only need read access for testing steps: - name: Checkout code uses: actions/checkout@v4 @@ -159,24 +240,21 @@ jobs: working-directory: ./web run: npm ci - - name: Run linter - working-directory: ./web - run: npm run lint - - - name: Run type check - working-directory: ./web - run: npm run type-check || true # Don't fail on type errors for now - - - name: Build + - name: Build and Type Check working-directory: ./web run: npm run build + # Note: build script runs "tsc && vite build" which includes type checking # Auto-label based on files changed auto-label: name: Auto Label PR runs-on: ubuntu-latest + # Only run for non-fork PRs (fork PRs don't have write permission) + if: github.event.pull_request.head.repo.full_name == github.repository permissions: + contents: read pull-requests: write + issues: write # Required: PRs are issues, labeler needs to modify issue labels steps: - uses: actions/labeler@v5 with: @@ -187,6 +265,9 @@ jobs: security-check: name: Security Scan runs-on: ubuntu-latest + permissions: + contents: read + security-events: write # Required: Upload SARIF results to GitHub Security steps: - name: Checkout code uses: actions/checkout@v4 @@ -209,29 +290,51 @@ jobs: secrets-check: name: Check for Secrets runs-on: ubuntu-latest + permissions: + contents: read # Only need read access for scanning steps: - name: Checkout code uses: actions/checkout@v4 with: fetch-depth: 0 - - name: Run Gitleaks - uses: gitleaks/gitleaks-action@v2 - env: - GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }} + - name: Run TruffleHog OSS + uses: trufflesecurity/trufflehog@main + with: + path: ./ + base: ${{ github.event.pull_request.base.sha }} + head: ${{ github.event.pull_request.head.sha }} + extra_args: --debug --only-verified # All checks passed all-checks: name: All Checks Passed runs-on: ubuntu-latest - needs: [validate-pr, backend-tests, frontend-tests, security-check, secrets-check] + needs: [validate-pr, backend-checks, frontend-tests, security-check, secrets-check] if: always() + permissions: + contents: read # Only need read access for status checking steps: - name: Check all jobs run: | - if [ "${{ contains(needs.*.result, 'failure') }}" == "true" ]; then - echo "Some checks failed" + # Note: validate-pr uses continue-on-error, so it won't block even if title format is invalid + # We only care about actual test failures + echo "validate-pr: ${{ needs.validate-pr.result }}" + echo "backend-checks: ${{ needs.backend-checks.result }}" + echo "frontend-tests: ${{ needs.frontend-tests.result }}" + echo "security-check: ${{ needs.security-check.result }}" + echo "secrets-check: ${{ needs.secrets-check.result }}" + + # Check if any critical checks failed (excluding validate-pr which is advisory) + if [[ "${{ needs.backend-checks.result }}" == "failure" ]] || \ + [[ "${{ needs.frontend-tests.result }}" == "failure" ]] || \ + [[ "${{ needs.security-check.result }}" == "failure" ]] || \ + [[ "${{ needs.secrets-check.result }}" == "failure" ]]; then + echo "❌ Critical checks failed" exit 1 else - echo "All checks passed!" + echo "✅ All critical checks passed!" + if [[ "${{ needs.validate-pr.result }}" != "success" ]]; then + echo "ℹ️ Note: PR title format check is advisory only and doesn't block merging" + fi fi diff --git a/README.md b/README.md index b2f9cb83..f76b9067 100644 --- a/README.md +++ b/README.md @@ -567,9 +567,9 @@ Open your browser and visit: **🌐 http://localhost:3000** "ai_model": "deepseek", "exchange": "aster", - "aster_user": "0x63DD5aCC6b1aa0f563956C0e534DD30B6dcF7C4e", - "aster_signer": "0x21cF8Ae13Bb72632562c6Fff438652Ba1a151bb0", - "aster_private_key": "4fd0a42218f3eae43a6ce26d22544e986139a01e5b34a62db53757ffca81bae1", + "aster_user": "0xYOUR_MAIN_WALLET_ADDRESS_HERE", + "aster_signer": "0xYOUR_API_WALLET_SIGNER_ADDRESS_HERE", + "aster_private_key": "your_api_wallet_private_key_without_0x_prefix", "deepseek_key": "sk-xxxxxxxxxxxxx", "initial_balance": 1000.0, @@ -1170,6 +1170,8 @@ GET /api/health # Health check ## 🛠️ Common Issues +> 📖 **For detailed troubleshooting:** See the comprehensive [Troubleshooting Guide](docs/guides/TROUBLESHOOTING.md) ([中文版](docs/guides/TROUBLESHOOTING.zh-CN.md)) + ### 1. Compilation error: TA-Lib not found **Solution**: Install TA-Lib library diff --git a/docker/Dockerfile.backend b/docker/Dockerfile.backend index c25700f2..7bd02348 100644 --- a/docker/Dockerfile.backend +++ b/docker/Dockerfile.backend @@ -47,7 +47,9 @@ COPY go.mod go.sum ./ RUN go mod download COPY . . -RUN CGO_ENABLED=1 GOOS=linux go build -trimpath -ldflags="-s -w" -o nofx . +RUN CGO_ENABLED=1 GOOS=linux \ + CGO_CFLAGS="-D_LARGEFILE64_SOURCE" \ + go build -trimpath -ldflags="-s -w" -o nofx . # ────────────────────────────────────────────────────────────── # Runtime Stage (Minimal Executable Environment) diff --git a/docs/guides/TROUBLESHOOTING.md b/docs/guides/TROUBLESHOOTING.md new file mode 100644 index 00000000..e2ccf179 --- /dev/null +++ b/docs/guides/TROUBLESHOOTING.md @@ -0,0 +1,612 @@ +# 🔧 Troubleshooting Guide + +This guide helps you diagnose and fix common issues before submitting a bug report. + +--- + +## 📋 Quick Diagnostic Checklist + +Before reporting a bug, please check: + +1. ✅ **Backend is running**: `docker compose ps` or `ps aux | grep nofx` +2. ✅ **Frontend is accessible**: Open http://localhost:3000 in browser +3. ✅ **API is responding**: `curl http://localhost:8080/api/health` +4. ✅ **Check logs for errors**: See [How to Capture Logs](#how-to-capture-logs) below + +--- + +## 🐛 Common Issues & Solutions + +### 1. Trading Issues + +#### ❌ Only Opening Short Positions (Issue #202) + +**Symptom:** AI only opens short positions, never long positions, even when market is bullish. + +**Root Cause:** Binance account is in **One-way Mode** instead of **Hedge Mode**. + +**Solution:** +1. Login to [Binance Futures](https://www.binance.com/futures/BTCUSDT) +2. Click **⚙️ Preferences** (top right) +3. Select **Position Mode** +4. Switch to **Hedge Mode** (双向持仓) +5. ⚠️ **Important:** Close all positions before switching + +**Why this happens:** +- Code uses `PositionSide(LONG)` and `PositionSide(SHORT)` parameters +- These only work in Hedge Mode +- In One-way Mode, orders fail or only one direction works + +**For Subaccounts:** +- Some Binance subaccounts may not have permission to change position mode +- Use main account or contact Binance support to enable this permission + +--- + +#### ❌ Order Error: `code=-4061` Position Side Mismatch + +**Error Message:** `Order's position side does not match user's setting` + +**Solution:** Same as above - switch to Hedge Mode. + +--- + +#### ❌ Leverage Error: `Subaccounts restricted to 5x leverage` + +**Symptom:** Orders fail with leverage error when trying to use >5x leverage. + +**Solution:** +1. Open Web UI → Trader Settings +2. Set leverage to 5x or lower: + ```json + { + "btc_eth_leverage": 5, + "altcoin_leverage": 5 + } + ``` +3. Or use main account (supports up to 50x BTC/ETH, 20x altcoins) + +--- + +#### ❌ Positions Not Executing + +**Check these:** +1. **API Permissions**: + - Go to Binance → API Management + - Verify "Enable Futures" is checked + - Check IP whitelist (if enabled) + +2. **Account Balance**: + - Ensure sufficient USDT in Futures wallet + - Check margin usage is not at 100% + +3. **Symbol Status**: + - Verify trading pair is active on exchange + - Check if symbol is in maintenance mode + +4. **Decision Logs**: + ```bash + # Check latest decision + ls -lt decision_logs/your_trader_id/ | head -5 + cat decision_logs/your_trader_id/latest_file.json + ``` + - Look for AI decision: was it "wait", "hold", or actual trade? + - Check if position_size_usd is within limits + +--- + +### 2. AI Decision Issues + +#### ❌ AI Always Says "Wait" / "Hold" + +**Possible Causes:** +1. **Market Conditions**: AI may genuinely see no good opportunities +2. **Risk Limits**: Account equity too low, margin usage too high +3. **Historical Performance**: AI being cautious after losses + +**How to Check:** +```bash +# View latest decision reasoning +cat decision_logs/your_trader_id/$(ls -t decision_logs/your_trader_id/ | head -1) +``` + +Look at the AI's Chain-of-Thought reasoning section. + +**Solutions:** +- Wait for better market conditions +- Check if all candidate coins have low liquidity +- Verify `use_default_coins: true` or coin pool API is working + +--- + +#### ❌ AI Making Bad Decisions + +**Remember:** AI trading is experimental and not guaranteed to be profitable. + +**Things to Check:** +1. **Decision Interval**: Is it too short? (Recommended: 3-5 minutes) +2. **Leverage Settings**: Too aggressive? +3. **Historical Feedback**: Check performance logs to see if AI is learning +4. **Market Volatility**: High volatility = higher risk + +**Adjustments:** +- Reduce leverage for more conservative trading +- Increase decision interval to reduce over-trading +- Use smaller initial balance for testing + +--- + +### 3. Connection & API Issues + +#### ❌ Docker Image Pull Failed (China Mainland) + +**Error:** `ERROR [internal] load metadata for docker.io/library/...` + +**Symptoms:** +- `docker compose build` or `docker compose up` hangs +- Timeout errors: `timeout`, `connection refused` +- Cannot pull images from Docker Hub + +**Root Cause:** +Access to Docker Hub is restricted or extremely slow in mainland China. + +**Solution 1: Configure Docker Registry Mirror (Recommended)** + +1. **Edit Docker configuration file:** + ```bash + # Linux + sudo nano /etc/docker/daemon.json + + # macOS (Docker Desktop) + # Settings → Docker Engine + ``` + +2. **Add China registry mirrors:** + ```json + { + "registry-mirrors": [ + "https://docker.m.daocloud.io", + "https://docker.1panel.live", + "https://hub.rat.dev", + "https://dockerpull.com", + "https://dockerhub.icu" + ] + } + ``` + +3. **Restart Docker:** + ```bash + # Linux + sudo systemctl restart docker + + # macOS/Windows + # Restart Docker Desktop + ``` + +4. **Rebuild:** + ```bash + docker compose build --no-cache + docker compose up -d + ``` + +**Solution 2: Use VPN** + +1. Connect to VPN (Taiwan nodes recommended) +2. Ensure **global mode** instead of rule-based mode +3. Re-run `docker compose build` + +**Solution 3: Offline Image Download** + +If above methods don't work: + +1. **Use image proxy websites:** + - https://proxy.vvvv.ee/images.html (offline download available) + - https://github.com/dongyubin/DockerHub (mirror list) + +2. **Manually import images:** + ```bash + # After downloading image files + docker load -i golang-1.25-alpine.tar + docker load -i node-20-alpine.tar + docker load -i nginx-alpine.tar + ``` + +3. **Verify images are loaded:** + ```bash + docker images | grep golang + docker images | grep node + docker images | grep nginx + ``` + +**Verify registry mirror is working:** +```bash +# Check Docker info +docker info | grep -A 10 "Registry Mirrors" + +# Should show your configured mirrors +``` + +**Related Issue:** [#168](https://github.com/tinkle-community/nofx/issues/168) + +--- + +#### ❌ Backend Won't Start + +**Error:** `port 8080 already in use` + +**Solution:** +```bash +# Find what's using the port +lsof -i :8080 +# OR +netstat -tulpn | grep 8080 + +# Kill the process or change port in .env +NOFX_BACKEND_PORT=8081 +``` + +--- + +#### ❌ Frontend Can't Connect to Backend + +**Symptoms:** +- UI shows "Loading..." forever +- Browser console shows 404 or network errors + +**Solutions:** +1. **Check backend is running:** + ```bash + docker compose ps # Should show backend as "Up" + # OR + curl http://localhost:8080/api/health # Should return {"status":"ok"} + ``` + +2. **Check port configuration:** + - Backend default: 8080 + - Frontend default: 3000 + - Verify `.env` settings match + +3. **CORS Issues:** + - If running frontend and backend on different ports/domains + - Check browser console for CORS errors + - Backend should allow frontend origin + +--- + +#### ❌ Exchange API Errors + +**Common Errors:** +- `code=-1021, msg=Timestamp for this request is outside of the recvWindow` +- `invalid signature` +- `timestamp` errors + +**Root Cause:** +System time is inaccurate, differing from Binance server time by more than allowed range (typically 5 seconds). + +**Solution 1: Sync System Time (Recommended)** + +```bash +# Method 1: Use ntpdate (most common) +sudo ntpdate pool.ntp.org + +# Method 2: Use other NTP servers +sudo ntpdate -s time.nist.gov +sudo ntpdate -s ntp.aliyun.com # Aliyun NTP (fast in China) + +# Method 3: Enable automatic time sync (Linux) +sudo timedatectl set-ntp true + +# Verify time is correct +date +# Should show current accurate time +``` + +**Docker Environment Special Note:** + +If using Docker, container time may be out of sync with host: + +```bash +# Check container time +docker exec nofx-backend date + +# If time is wrong, restart Docker service +sudo systemctl restart docker + +# Or add timezone in docker-compose.yml +environment: + - TZ=Asia/Shanghai # or your timezone +``` + +**Solution 2: Verify API Keys** + +If errors persist after time sync: + +1. **Check API Keys:** + - Not expired + - Have correct permissions (Futures enabled) + - IP whitelist includes your server IP + +2. **Regenerate API Keys:** + - Login to Binance → API Management + - Delete old key + - Create new key + - Update NOFX configuration + +**Solution 3: Check Rate Limits** + +Binance has strict API rate limits: + +- **Requests per minute limit** +- Reduce number of traders +- Increase decision interval (e.g., from 1min to 3-5min) + +**Related Issue:** [#60](https://github.com/tinkle-community/nofx/issues/60) + +--- + +### 4. Frontend Issues + +#### ❌ UI Not Updating / Showing Old Data + +**Solutions:** +1. **Hard Refresh:** + - Chrome/Firefox: `Ctrl+Shift+R` (Windows/Linux) or `Cmd+Shift+R` (Mac) + - Safari: `Cmd+Option+R` + +2. **Clear Browser Cache:** + - Settings → Privacy → Clear browsing data + - Or open in Incognito/Private mode + +3. **Check SWR Polling:** + - Frontend uses SWR with 5-10s intervals + - Data should auto-refresh + - Check browser console for fetch errors + +--- + +#### ❌ Charts Not Rendering + +**Possible Causes:** +1. No historical data yet (system just started) +2. JavaScript errors in console +3. Browser compatibility issues + +**Solutions:** +- Wait 5-10 minutes for data to accumulate +- Check browser console (F12) for errors +- Try different browser (Chrome recommended) +- Ensure backend API endpoints are returning data + +--- + +### 5. Database Issues + +#### ❌ `database is locked` Error + +**Cause:** SQLite database being accessed by multiple processes. + +**Solution:** +```bash +# Stop all NOFX processes +docker compose down +# OR +pkill nofx + +# Restart +docker compose up -d +# OR +./nofx +``` + +--- + +#### ❌ Trader Configuration Not Saving + +**Check:** +1. **Permissions:** + ```bash + ls -l config.db trading.db + # Should be writable by current user + ``` + +2. **Disk Space:** + ```bash + df -h # Ensure disk not full + ``` + +3. **Database Integrity:** + ```bash + sqlite3 config.db "PRAGMA integrity_check;" + ``` + +--- + +## 📊 How to Capture Logs + +### Backend Logs + +**Docker:** +```bash +# View last 100 lines +docker compose logs backend --tail=100 + +# Follow live logs +docker compose logs -f backend + +# Save to file +docker compose logs backend --tail=500 > backend_logs.txt +``` + +**Manual/PM2:** +```bash +# Terminal where you ran ./nofx shows logs + +# PM2: +pm2 logs nofx --lines 100 + +# Save to file +pm2 logs nofx --lines 500 > backend_logs.txt +``` + +--- + +### Frontend Logs (Browser Console) + +1. **Open DevTools:** + - Press `F12` or Right-click → Inspect + +2. **Console Tab:** + - See JavaScript errors and warnings + - Look for red error messages + +3. **Network Tab:** + - Filter by "XHR" or "Fetch" + - Look for failed requests (red status codes) + - Click on failed request → Preview/Response to see error details + +4. **Capture Screenshot:** + - Windows: `Win+Shift+S` + - Mac: `Cmd+Shift+4` + - Or use browser DevTools screenshot feature + +--- + +### Decision Logs (Trading Issues) + +```bash +# List recent decision logs +ls -lt decision_logs/your_trader_id/ | head -10 + +# View latest decision +cat decision_logs/your_trader_id/$(ls -t decision_logs/your_trader_id/ | head -1) | jq . + +# Search for specific symbol +grep -r "BTCUSDT" decision_logs/your_trader_id/ + +# Find decisions that resulted in trades +grep -r '"action": "open_' decision_logs/your_trader_id/ +``` + +**What to look for in decision logs:** +- `chain_of_thought`: AI's reasoning process +- `user_prompt`: Market data AI received +- `decision`: Final decision (action, symbol, leverage, etc.) +- `account_state`: Account balance, margin, positions at decision time +- `execution_result`: Whether trade succeeded or failed + +--- + +## 🔍 Diagnostic Commands + +### System Health Check + +```bash +# Backend health +curl http://localhost:8080/api/health + +# List all traders +curl http://localhost:8080/api/traders + +# Check specific trader status +curl http://localhost:8080/api/status?trader_id=your_trader_id + +# Get account info +curl http://localhost:8080/api/account?trader_id=your_trader_id +``` + +### Docker Status + +```bash +# Check all containers +docker compose ps + +# Check resource usage +docker stats + +# Restart specific service +docker compose restart backend +docker compose restart frontend +``` + +### Database Queries + +```bash +# Check traders in database +sqlite3 config.db "SELECT id, name, ai_model_id, exchange_id, is_running FROM traders;" + +# Check AI models +sqlite3 config.db "SELECT id, name, model_type, enabled FROM ai_models;" + +# Check system config +sqlite3 config.db "SELECT key, value FROM system_config;" +``` + +--- + +## 📝 Still Having Issues? + +If you've tried all the above and still have problems: + +1. **Gather Information:** + - Backend logs (last 100 lines) + - Frontend console screenshot + - Decision logs (if trading issue) + - Your environment details + +2. **Submit Bug Report:** + - Use the [Bug Report Template](../../.github/ISSUE_TEMPLATE/bug_report.md) + - Include all logs and screenshots + - Describe what you've already tried + +3. **Join Community:** + - [Telegram Developer Community](https://t.me/nofx_dev_community) + - [GitHub Discussions](https://github.com/tinkle-community/nofx/discussions) + +--- + +## 🆘 Emergency: System Completely Broken + +**Complete Reset (⚠️ Will lose trading history):** + +```bash +# Stop everything +docker compose down + +# Backup databases (just in case) +cp config.db config.db.backup +cp trading.db trading.db.backup + +# Remove databases (fresh start) +rm config.db trading.db + +# Restart +docker compose up -d --build + +# Reconfigure through web UI +open http://localhost:3000 +``` + +**Partial Reset (Keep configuration, clear logs):** + +```bash +# Clear decision logs +rm -rf decision_logs/* + +# Clear Docker cache and rebuild +docker compose down +docker compose build --no-cache +docker compose up -d +``` + +--- + +## 📚 Additional Resources + +- **[FAQ](faq.en.md)** - Frequently Asked Questions +- **[Getting Started](../getting-started/README.md)** - Setup guide +- **[Architecture Docs](../architecture/README.md)** - How the system works +- **[CLAUDE.md](../../CLAUDE.md)** - Developer documentation + +--- + +**Last Updated:** 2025-11-02 diff --git a/docs/guides/TROUBLESHOOTING.zh-CN.md b/docs/guides/TROUBLESHOOTING.zh-CN.md new file mode 100644 index 00000000..b070c8a0 --- /dev/null +++ b/docs/guides/TROUBLESHOOTING.zh-CN.md @@ -0,0 +1,612 @@ +# 🔧 故障排查指南 + +本指南帮助您在提交 bug 报告前自行诊断和修复常见问题。 + +--- + +## 📋 快速诊断清单 + +提交 bug 前，请检查： + +1. ✅ **后端正在运行**: `docker compose ps` 或 `ps aux | grep nofx` +2. ✅ **前端可访问**: 在浏览器打开 http://localhost:3000 +3. ✅ **API 正常响应**: `curl http://localhost:8080/api/health` +4. ✅ **检查日志中的错误**: 参见下方 [如何捕获日志](#如何捕获日志) + +--- + +## 🐛 常见问题与解决方案 + +### 1. 交易问题 + +#### ❌ 只开空单，不开多单 (Issue #202) + +**症状:** AI 只开空仓，从不开多仓，即使市场看涨。 + +**根本原因:** 币安账户处于**单向持仓模式**而非**双向持仓模式**。 + +**解决方案:** +1. 登录 [币安合约交易](https://www.binance.com/zh-CN/futures/BTCUSDT) +2. 点击右上角 **⚙️ 偏好设置** +3. 选择 **持仓模式** +4. 切换为 **双向持仓** (Hedge Mode) +5. ⚠️ **重要:** 切换前必须先平掉所有持仓 + +**为什么会这样:** +- 代码使用 `PositionSide(LONG)` 和 `PositionSide(SHORT)` 参数 +- 这些参数只在双向持仓模式下有效 +- 在单向持仓模式下，订单会失败或只有一个方向有效 + +**关于子账户:** +- 部分币安子账户可能没有权限更改持仓模式 +- 使用主账户或联系币安客服开通此权限 + +--- + +#### ❌ 订单错误: `code=-4061` 持仓方向不匹配 + +**错误信息:** `Order's position side does not match user's setting` + +**解决方案:** 同上 - 切换到双向持仓模式。 + +--- + +#### ❌ 杠杆错误: `子账户限制最高5倍杠杆` + +**症状:** 尝试使用 >5倍杠杆时订单失败。 + +**解决方案:** +1. 打开 Web 界面 → 交易员设置 +2. 将杠杆设置为 5倍或更低: + ```json + { + "btc_eth_leverage": 5, + "altcoin_leverage": 5 + } + ``` +3. 或使用主账户（支持最高 50倍 BTC/ETH，20倍山寨币） + +--- + +#### ❌ 持仓无法执行 + +**检查以下内容:** +1. **API 权限**: + - 进入币安 → API 管理 + - 确认"启用合约"已勾选 + - 检查 IP 白名单（如果启用） + +2. **账户余额**: + - 确保合约钱包中有足够的 USDT + - 检查保证金使用率未达到 100% + +3. **交易对状态**: + - 确认交易对在交易所处于活跃状态 + - 检查交易对是否处于维护模式 + +4. **决策日志**: + ```bash + # 检查最新决策 + ls -lt decision_logs/your_trader_id/ | head -5 + cat decision_logs/your_trader_id/latest_file.json + ``` + - 查看 AI 决策：是"wait"、"hold"还是实际交易？ + - 检查 position_size_usd 是否在限制范围内 + +--- + +### 2. AI 决策问题 + +#### ❌ AI 总是说"等待"/"持有" + +**可能原因:** +1. **市场情况**: AI 可能确实没看到好的机会 +2. **风险限制**: 账户净值太低、保证金使用率太高 +3. **历史表现**: AI 在亏损后变得谨慎 + +**如何检查:** +```bash +# 查看最新决策推理 +cat decision_logs/your_trader_id/$(ls -t decision_logs/your_trader_id/ | head -1) +``` + +查看 AI 的思维链（Chain-of-Thought）推理部分。 + +**解决方案:** +- 等待更好的市场条件 +- 检查候选币种是否流动性都太低 +- 确认 `use_default_coins: true` 或币种池 API 正常工作 + +--- + +#### ❌ AI 做出错误决策 + +**请记住:** AI 交易是实验性的，不保证盈利。 + +**需要检查的事项:** +1. **决策间隔**: 是否太短？（推荐: 3-5分钟） +2. **杠杆设置**: 是否过于激进？ +3. **历史反馈**: 查看表现日志，看 AI 是否在学习 +4. **市场波动**: 高波动 = 更高风险 + +**调整建议:** +- 降低杠杆以实现更保守的交易 +- 增加决策间隔以减少过度交易 +- 使用较小的初始余额进行测试 + +--- + +### 3. 连接和 API 问题 + +#### ❌ Docker 镜像下载失败 (中国大陆) + +**错误:** `ERROR [internal] load metadata for docker.io/library/...` + +**症状:** +- `docker compose build` 或 `docker compose up` 卡住 +- 超时错误: `timeout`、`connection refused` +- 无法从 Docker Hub 拉取镜像 + +**根本原因:** +中国大陆访问 Docker Hub 受限或速度极慢。 + +**解决方案 1: 配置 Docker 镜像加速器（推荐）** + +1. **编辑 Docker 配置文件:** + ```bash + # Linux + sudo nano /etc/docker/daemon.json + + # macOS (Docker Desktop) + # Settings → Docker Engine + ``` + +2. **添加国内镜像源:** + ```json + { + "registry-mirrors": [ + "https://docker.m.daocloud.io", + "https://docker.1panel.live", + "https://hub.rat.dev", + "https://dockerpull.com", + "https://dockerhub.icu" + ] + } + ``` + +3. **重启 Docker:** + ```bash + # Linux + sudo systemctl restart docker + + # macOS/Windows + # 重启 Docker Desktop + ``` + +4. **重新构建:** + ```bash + docker compose build --no-cache + docker compose up -d + ``` + +**解决方案 2: 使用 VPN** + +1. 连接 VPN（推荐台湾节点） +2. 确保使用**全局模式**而非规则模式 +3. 重新运行 `docker compose build` + +**解决方案 3: 离线下载镜像** + +如果上述方法都不行: + +1. **使用镜像代理网站下载:** + - https://proxy.vvvv.ee/images.html （可离线下载） + - https://github.com/dongyubin/DockerHub （镜像加速列表） + +2. **手动导入镜像:** + ```bash + # 下载镜像文件后 + docker load -i golang-1.25-alpine.tar + docker load -i node-20-alpine.tar + docker load -i nginx-alpine.tar + ``` + +3. **验证镜像已加载:** + ```bash + docker images | grep golang + docker images | grep node + docker images | grep nginx + ``` + +**验证镜像加速器是否生效:** +```bash +# 查看 Docker 信息 +docker info | grep -A 10 "Registry Mirrors" + +# 应该显示你配置的镜像源 +``` + +**相关 Issue:** [#168](https://github.com/tinkle-community/nofx/issues/168) + +--- + +#### ❌ 后端无法启动 + +**错误:** `port 8080 already in use` + +**解决方案:** +```bash +# 查找占用端口的进程 +lsof -i :8080 +# 或 +netstat -tulpn | grep 8080 + +# 杀死进程或在 .env 中更改端口 +NOFX_BACKEND_PORT=8081 +``` + +--- + +#### ❌ 前端无法连接后端 + +**症状:** +- UI 显示"加载中..."一直不结束 +- 浏览器控制台显示 404 或网络错误 + +**解决方案:** +1. **检查后端是否运行:** + ```bash + docker compose ps # 应显示 backend 为 "Up" + # 或 + curl http://localhost:8080/api/health # 应返回 {"status":"ok"} + ``` + +2. **检查端口配置:** + - 后端默认: 8080 + - 前端默认: 3000 + - 确认 `.env` 设置匹配 + +3. **CORS 问题:** + - 如果前端和后端运行在不同端口/域名 + - 检查浏览器控制台的 CORS 错误 + - 后端应允许前端来源 + +--- + +#### ❌ 交易所 API 错误 + +**常见错误:** +- `code=-1021, msg=Timestamp for this request is outside of the recvWindow` +- `invalid signature` +- `timestamp` 错误 + +**根本原因:** +系统时间不准确，与币安服务器时间相差超过允许范围（通常是 5 秒）。 + +**解决方案 1: 同步系统时间（推荐）** + +```bash +# 方法 1: 使用 ntpdate (最常用) +sudo ntpdate pool.ntp.org + +# 方法 2: 使用其他 NTP 服务器 +sudo ntpdate -s time.nist.gov +sudo ntpdate -s ntp.aliyun.com # 阿里云 NTP (中国大陆快) + +# 方法 3: 启用自动时间同步 (Linux) +sudo timedatectl set-ntp true + +# 验证时间是否正确 +date +# 应该显示正确的当前时间 +``` + +**Docker 环境特别注意:** + +如果使用 Docker，容器时间可能与宿主机不同步： + +```bash +# 检查容器时间 +docker exec nofx-backend date + +# 如果时间错误，重启 Docker 服务 +sudo systemctl restart docker + +# 或在 docker-compose.yml 中添加时区设置 +environment: + - TZ=Asia/Shanghai # 或您的时区 +``` + +**解决方案 2: 验证 API 密钥** + +如果时间同步后仍有错误： + +1. **检查 API 密钥:** + - 未过期 + - 有正确权限（已启用合约） + - IP 白名单包含您的服务器 IP + +2. **重新生成 API 密钥:** + - 登录币安 → API 管理 + - 删除旧密钥 + - 创建新密钥 + - 更新 NOFX 配置 + +**解决方案 3: 检查速率限制** + +币安有严格的 API 速率限制： + +- **每分钟请求数限制** +- 减少交易员数量 +- 增加决策间隔时间（例如从 1 分钟改为 3-5 分钟） + +**相关 Issue:** [#60](https://github.com/tinkle-community/nofx/issues/60) + +--- + +### 4. 前端问题 + +#### ❌ UI 不更新 / 显示旧数据 + +**解决方案:** +1. **强制刷新:** + - Chrome/Firefox: `Ctrl+Shift+R` (Windows/Linux) 或 `Cmd+Shift+R` (Mac) + - Safari: `Cmd+Option+R` + +2. **清除浏览器缓存:** + - 设置 → 隐私 → 清除浏览数据 + - 或在无痕/隐私模式下打开 + +3. **检查 SWR 轮询:** + - 前端使用 5-10秒间隔的 SWR + - 数据应自动刷新 + - 检查浏览器控制台是否有 fetch 错误 + +--- + +#### ❌ 图表不渲染 + +**可能原因:** +1. 暂无历史数据（系统刚启动） +2. 控制台中有 JavaScript 错误 +3. 浏览器兼容性问题 + +**解决方案:** +- 等待 5-10 分钟让数据积累 +- 检查浏览器控制台（F12）是否有错误 +- 尝试不同浏览器（推荐 Chrome） +- 确保后端 API 端点正在返回数据 + +--- + +### 5. 数据库问题 + +#### ❌ `database is locked` 错误 + +**原因:** SQLite 数据库被多个进程访问。 + +**解决方案:** +```bash +# 停止所有 NOFX 进程 +docker compose down +# 或 +pkill nofx + +# 重启 +docker compose up -d +# 或 +./nofx +``` + +--- + +#### ❌ 交易员配置无法保存 + +**检查:** +1. **权限:** + ```bash + ls -l config.db trading.db + # 应该对当前用户可写 + ``` + +2. **磁盘空间:** + ```bash + df -h # 确保磁盘未满 + ``` + +3. **数据库完整性:** + ```bash + sqlite3 config.db "PRAGMA integrity_check;" + ``` + +--- + +## 📊 如何捕获日志 + +### 后端日志 + +**Docker:** +```bash +# 查看最后 100 行 +docker compose logs backend --tail=100 + +# 实时跟踪日志 +docker compose logs -f backend + +# 保存到文件 +docker compose logs backend --tail=500 > backend_logs.txt +``` + +**手动/PM2:** +```bash +# 运行 ./nofx 的终端会显示日志 + +# PM2: +pm2 logs nofx --lines 100 + +# 保存到文件 +pm2 logs nofx --lines 500 > backend_logs.txt +``` + +--- + +### 前端日志（浏览器控制台） + +1. **打开开发者工具:** + - 按 `F12` 或右键 → 检查 + +2. **Console（控制台）标签:** + - 查看 JavaScript 错误和警告 + - 寻找红色错误消息 + +3. **Network（网络）标签:** + - 按"XHR"或"Fetch"筛选 + - 查找失败的请求（红色状态码） + - 点击失败的请求 → Preview/Response 查看错误详情 + +4. **捕获截图:** + - Windows: `Win+Shift+S` + - Mac: `Cmd+Shift+4` + - 或使用浏览器开发者工具截图功能 + +--- + +### 决策日志（交易问题） + +```bash +# 列出最近的决策日志 +ls -lt decision_logs/your_trader_id/ | head -10 + +# 查看最新决策 +cat decision_logs/your_trader_id/$(ls -t decision_logs/your_trader_id/ | head -1) | jq . + +# 搜索特定交易对 +grep -r "BTCUSDT" decision_logs/your_trader_id/ + +# 查找执行交易的决策 +grep -r '"action": "open_' decision_logs/your_trader_id/ +``` + +**决策日志中要查看的内容:** +- `chain_of_thought`: AI 的推理过程 +- `user_prompt`: AI 收到的市场数据 +- `decision`: 最终决策（动作、交易对、杠杆等） +- `account_state`: 决策时的账户余额、保证金、持仓 +- `execution_result`: 交易是否成功 + +--- + +## 🔍 诊断命令 + +### 系统健康检查 + +```bash +# 后端健康状态 +curl http://localhost:8080/api/health + +# 列出所有交易员 +curl http://localhost:8080/api/traders + +# 检查特定交易员状态 +curl http://localhost:8080/api/status?trader_id=your_trader_id + +# 获取账户信息 +curl http://localhost:8080/api/account?trader_id=your_trader_id +``` + +### Docker 状态 + +```bash +# 检查所有容器 +docker compose ps + +# 检查资源使用 +docker stats + +# 重启特定服务 +docker compose restart backend +docker compose restart frontend +``` + +### 数据库查询 + +```bash +# 检查数据库中的交易员 +sqlite3 config.db "SELECT id, name, ai_model_id, exchange_id, is_running FROM traders;" + +# 检查 AI 模型 +sqlite3 config.db "SELECT id, name, model_type, enabled FROM ai_models;" + +# 检查系统配置 +sqlite3 config.db "SELECT key, value FROM system_config;" +``` + +--- + +## 📝 仍有问题？ + +如果尝试了上述所有方法仍有问题: + +1. **收集信息:** + - 后端日志（最后 100 行） + - 前端控制台截图 + - 决策日志（如果是交易问题） + - 您的环境详情 + +2. **提交 Bug 报告:** + - 使用 [Bug 报告模板](../../.github/ISSUE_TEMPLATE/bug_report.md) + - 包含所有日志和截图 + - 描述您已尝试的方法 + +3. **加入社区:** + - [Telegram 开发者社区](https://t.me/nofx_dev_community) + - [GitHub Discussions](https://github.com/tinkle-community/nofx/discussions) + +--- + +## 🆘 紧急情况：系统完全损坏 + +**完全重置 (⚠️ 将丢失交易历史):** + +```bash +# 停止所有服务 +docker compose down + +# 备份数据库（以防万一） +cp config.db config.db.backup +cp trading.db trading.db.backup + +# 删除数据库（全新开始） +rm config.db trading.db + +# 重启 +docker compose up -d --build + +# 通过 Web UI 重新配置 +open http://localhost:3000 +``` + +**部分重置（保留配置，清除日志）:** + +```bash +# 清除决策日志 +rm -rf decision_logs/* + +# 清除 Docker 缓存并重建 +docker compose down +docker compose build --no-cache +docker compose up -d +``` + +--- + +## 📚 其他资源 + +- **[FAQ](faq.zh-CN.md)** - 常见问题 +- **[快速开始](../getting-started/README.zh-CN.md)** - 安装指南 +- **[架构文档](../architecture/README.zh-CN.md)** - 系统工作原理 +- **[CLAUDE.md](../../CLAUDE.md)** - 开发者文档 + +--- + +**最后更新:** 2025-11-02 diff --git a/docs/guides/faq.en.md b/docs/guides/faq.en.md index 7b31142d..abe3dd5c 100644 --- a/docs/guides/faq.en.md +++ b/docs/guides/faq.en.md @@ -1,25 +1,206 @@ -# Frequently Asked Questions +# Frequently Asked Questions (FAQ) -## Binance Position Mode Error (code=-4061) - -**Error Message**: `Order's position side does not match user's setting` - -**Cause**: The system requires Hedge Mode (dual position), but your Binance account is set to One-way Mode. - -### Solution - -1. Login to [Binance Futures Trading Platform](https://www.binance.com/en/futures/BTCUSDT) - -2. Click **⚙️ Preferences** in the top right corner - -3. Select **Position Mode** - -4. Switch to **Hedge Mode** (Dual Position) - -5. Confirm the change - -**Note**: You must close all open positions before switching modes. +Quick answers to common questions. For detailed troubleshooting, see [Troubleshooting Guide](TROUBLESHOOTING.md). --- -For more issues, check [GitHub Issues](https://github.com/tinkle-community/nofx/issues) +## General Questions + +### What is NOFX? +NOFX is an AI-powered cryptocurrency trading bot that uses large language models (LLMs) to make trading decisions on futures markets. + +### Which exchanges are supported? +- ✅ Binance Futures +- ✅ Hyperliquid +- 🚧 More exchanges coming soon + +### Is NOFX profitable? +AI trading is **experimental** and **not guaranteed** to be profitable. Always start with small amounts and never invest more than you can afford to lose. + +### Can I run multiple traders simultaneously? +Yes! NOFX supports running multiple traders with different configurations, AI models, and trading strategies. + +--- + +## Setup & Configuration + +### What are the system requirements? +- **OS**: Linux, macOS, or Windows (Docker recommended) +- **RAM**: 2GB minimum, 4GB recommended +- **Disk**: 1GB for application + logs +- **Network**: Stable internet connection + +### Do I need coding experience? +No! NOFX has a web UI for all configuration. However, basic command line knowledge helps with setup and troubleshooting. + +### How do I get API keys? +1. **Binance**: Account → API Management → Create API → Enable Futures +2. **Hyperliquid**: Visit [Hyperliquid App](https://app.hyperliquid.xyz/) → API Settings + +### Should I use a subaccount? +**Recommended**: Yes, use a subaccount dedicated to NOFX for better risk isolation. However, note that some subaccounts have restrictions (e.g., 5x max leverage on Binance). + +--- + +## Trading Questions + +### Why isn't my trader making any trades? +Common reasons: +- AI decided to "wait" due to market conditions +- Insufficient balance or margin +- Position limits reached (default: max 3 positions) +- See detailed diagnostics in [Troubleshooting Guide](TROUBLESHOOTING.md#-ai-always-says-wait--hold) + +### How often does the AI make decisions? +Configurable! Default is every **3-5 minutes**. Too frequent = overtrading, too slow = missed opportunities. + +### Can I customize the trading strategy? +Yes! You can: +- Adjust leverage settings +- Modify coin selection pool +- Change decision intervals +- Customize system prompts (advanced) + +### What's the maximum number of concurrent positions? +Default: **3 positions**. This is a soft limit defined in the AI prompt, not hard-coded. See `decision/engine.go:266`. + +--- + +## Technical Issues + +### Binance Position Mode Error (code=-4061) + +**Error**: `Order's position side does not match user's setting` + +**Solution**: Switch to **Hedge Mode** (双向持仓) +1. Login to [Binance Futures](https://www.binance.com/en/futures/BTCUSDT) +2. Click **⚙️ Preferences** (top right) +3. Select **Position Mode** → **Hedge Mode** +4. ⚠️ Close all positions first + +**Why**: NOFX uses `PositionSide(LONG/SHORT)` which requires Hedge Mode. + +See [Issue #202](https://github.com/tinkle-community/nofx/issues/202) and [Troubleshooting Guide](TROUBLESHOOTING.md#-only-opening-short-positions-issue-202). + +--- + +### Backend won't start / Port already in use + +**Solution**: +```bash +# Check what's using port 8080 +lsof -i :8080 + +# Change port in .env +NOFX_BACKEND_PORT=8081 +``` + +--- + +### Frontend shows "Loading..." forever + +**Quick Check**: +```bash +# Is backend running? +curl http://localhost:8080/api/health + +# Should return: {"status":"ok"} +``` + +If not, check [Troubleshooting Guide](TROUBLESHOOTING.md#-frontend-cant-connect-to-backend). + +--- + +### Database locked error + +**Solution**: +```bash +# Stop all NOFX processes +docker compose down +# OR +pkill nofx + +# Restart +docker compose up -d +``` + +--- + +## AI & Model Questions + +### Which AI models are supported? +- **DeepSeek** (recommended for cost/performance) +- **Qwen** (Alibaba Cloud Tongyi Qianwen) +- **Custom OpenAI-compatible APIs** (can be used for OpenAI, Claude via proxy, or other providers) + +### How much do API calls cost? +Depends on your model and decision frequency: +- **DeepSeek**: ~$0.10-0.50 per day (1 trader, 5min intervals) +- **Qwen**: ~$0.20-0.80 per day +- **Custom API** (e.g., OpenAI GPT-4): ~$2-5 per day + +*Estimates based on typical usage. Actual costs vary by provider and usage.* + +### Can I use multiple AI models? +Yes! Each trader can use a different AI model. You can even A/B test different models. + +### Does the AI learn from its mistakes? +Yes, to some extent. NOFX provides historical performance feedback in each decision prompt, allowing the AI to adjust its strategy. + +--- + +## Data & Privacy + +### Where is my data stored? +All data is stored **locally** on your machine in SQLite databases: +- `config.db` - Trader configurations +- `trading.db` - Trade history +- `decision_logs/` - AI decision records + +### Is my API key secure? +API keys are stored in local databases. Never share your databases or `.env` files. We recommend using API keys with IP whitelist restrictions. + +### Can I export my trading history? +Yes! Trading data is in SQLite format. You can query it directly: +```bash +sqlite3 trading.db "SELECT * FROM trades;" +``` + +--- + +## Troubleshooting + +### Where can I find detailed troubleshooting? +See the comprehensive [Troubleshooting Guide](TROUBLESHOOTING.md) for: +- Step-by-step diagnostics +- Log collection methods +- Common error solutions +- Emergency reset procedures + +### How do I report a bug? +1. Check [Troubleshooting Guide](TROUBLESHOOTING.md) first +2. Search [existing issues](https://github.com/tinkle-community/nofx/issues) +3. If not found, use our [Bug Report Template](../../.github/ISSUE_TEMPLATE/bug_report.md) + +### Where can I get help? +- [GitHub Discussions](https://github.com/tinkle-community/nofx/discussions) +- [Telegram Community](https://t.me/nofx_dev_community) +- [GitHub Issues](https://github.com/tinkle-community/nofx/issues) + +--- + +## Contributing + +### Can I contribute to NOFX? +Yes! We welcome contributions: +- Bug fixes and features +- Documentation improvements +- Translations +- See [Contributing Guide](../CONTRIBUTING.md) + +### How do I suggest new features? +Open a [Feature Request](https://github.com/tinkle-community/nofx/issues/new/choose) with your idea! + +--- + +**Last Updated:** 2025-11-02 diff --git a/docs/guides/faq.zh-CN.md b/docs/guides/faq.zh-CN.md index 5d823205..2c74ca89 100644 --- a/docs/guides/faq.zh-CN.md +++ b/docs/guides/faq.zh-CN.md @@ -1,25 +1,206 @@ -# 常见问题 +# 常见问题（FAQ） -## 币安持仓模式错误 (code=-4061) - -**错误信息**：`Order's position side does not match user's setting` - -**原因**：系统需要使用双向持仓模式，但您的币安账户设置为单向持仓。 - -### 解决方法 - -1. 登录 [币安合约交易平台](https://www.binance.com/zh-CN/futures/BTCUSDT) - -2. 点击右上角的 **⚙️ 偏好设置** - -3. 选择 **持仓模式** - -4. 切换为 **双向持仓** (Hedge Mode) - -5. 确认切换 - -**注意**：切换前必须先平掉所有持仓。 +快速解答常见问题。详细故障排查请参考[故障排查指南](TROUBLESHOOTING.zh-CN.md)。 --- -更多问题请查看 [GitHub Issues](https://github.com/tinkle-community/nofx/issues) +## 基础问题 + +### NOFX 是什么？ +NOFX 是一个 AI 驱动的加密货币交易机器人，使用大语言模型（LLM）在期货市场进行交易决策。 + +### 支持哪些交易所？ +- ✅ 币安合约（Binance Futures） +- ✅ Hyperliquid +- 🚧 更多交易所开发中 + +### NOFX 能盈利吗？ +AI 交易是**实验性**的，**不保证盈利**。请始终用小额资金测试，不要投入超过您承受能力的资金。 + +### 可以同时运行多个交易员吗？ +可以！NOFX 支持运行多个交易员，每个可配置不同的 AI 模型和交易策略。 + +--- + +## 安装与配置 + +### 系统要求是什么？ +- **操作系统**：Linux、macOS 或 Windows（推荐 Docker） +- **内存**：最低 2GB，推荐 4GB +- **硬盘**：应用 + 日志需要 1GB +- **网络**：稳定的互联网连接 + +### 需要编程经验吗？ +不需要！NOFX 有 Web 界面进行所有配置。但基础的命令行知识有助于安装和故障排查。 + +### 如何获取 API 密钥？ +1. **币安**：账户 → API 管理 → 创建 API → 启用合约 +2. **Hyperliquid**：访问 [Hyperliquid App](https://app.hyperliquid.xyz/) → API 设置 + +### 应该使用子账户吗？ +**推荐**：是的，使用专门的子账户运行 NOFX 可以更好地隔离风险。但请注意，某些子账户有限制（例如币安子账户最高 5 倍杠杆）。 + +--- + +## 交易问题 + +### 为什么我的交易员不开仓？ +常见原因： +- AI 根据市场情况决定"等待" +- 余额或保证金不足 +- 达到持仓上限（默认最多 3 个仓位） +- 详细诊断请查看[故障排查指南](TROUBLESHOOTING.zh-CN.md#-ai-总是说等待持有) + +### AI 多久做一次决策？ +可配置！默认是每 **3-5 分钟**。太频繁 = 过度交易，太慢 = 错过机会。 + +### 可以自定义交易策略吗？ +可以！您可以： +- 调整杠杆设置 +- 修改币种选择池 +- 更改决策间隔 +- 自定义系统提示词（高级） + +### 最多可以同时持有多少个仓位？ +默认：**3 个仓位**。这是 AI 提示词中的软限制，不是硬编码。参见 `decision/engine.go:266`。 + +--- + +## 技术问题 + +### 币安持仓模式错误 (code=-4061) + +**错误信息**：`Order's position side does not match user's setting` + +**解决方法**：切换为**双向持仓**模式 +1. 登录[币安合约](https://www.binance.com/zh-CN/futures/BTCUSDT) +2. 点击右上角 **⚙️ 偏好设置** +3. 选择 **持仓模式** → **双向持仓** +4. ⚠️ 先平掉所有持仓 + +**原因**：NOFX 使用 `PositionSide(LONG/SHORT)`，需要双向持仓模式。 + +参见 [Issue #202](https://github.com/tinkle-community/nofx/issues/202) 和[故障排查指南](TROUBLESHOOTING.zh-CN.md#-只开空单-issue-202)。 + +--- + +### 后端无法启动 / 端口被占用 + +**解决方法**： +```bash +# 查看占用端口的进程 +lsof -i :8080 + +# 修改 .env 中的端口 +NOFX_BACKEND_PORT=8081 +``` + +--- + +### 前端一直显示"加载中..." + +**快速检查**： +```bash +# 后端是否运行？ +curl http://localhost:8080/api/health + +# 应该返回：{"status":"ok"} +``` + +如果不是，查看[故障排查指南](TROUBLESHOOTING.zh-CN.md#-前端无法连接后端)。 + +--- + +### 数据库锁定错误 + +**解决方法**： +```bash +# 停止所有 NOFX 进程 +docker compose down +# 或 +pkill nofx + +# 重启 +docker compose up -d +``` + +--- + +## AI 与模型问题 + +### 支持哪些 AI 模型？ +- **DeepSeek**（推荐性价比） +- **Qwen**（阿里云通义千问） +- **自定义 OpenAI 兼容 API**（可用于 OpenAI、通过代理的 Claude 或其他提供商） + +### API 调用成本是多少？ +取决于您的模型和决策频率： +- **DeepSeek**：每天约 $0.10-0.50（1 个交易员，5 分钟间隔） +- **Qwen**：每天约 $0.20-0.80 +- **自定义 API**（例如 OpenAI GPT-4）：每天约 $2-5 + +*基于典型使用的估算。实际成本因提供商和使用量而异。* + +### 可以使用多个 AI 模型吗？ +可以！每个交易员可以使用不同的 AI 模型。您甚至可以 A/B 测试不同模型。 + +### AI 会从错误中学习吗？ +会的，在一定程度上。NOFX 在每次决策提示中提供历史表现反馈，允许 AI 调整策略。 + +--- + +## 数据与隐私 + +### 我的数据存储在哪里？ +所有数据都**本地存储**在您的机器上，使用 SQLite 数据库： +- `config.db` - 交易员配置 +- `trading.db` - 交易历史 +- `decision_logs/` - AI 决策记录 + +### API 密钥安全吗？ +API 密钥存储在本地数据库中。永远不要分享您的数据库或 `.env` 文件。我们建议使用带 IP 白名单限制的 API 密钥。 + +### 可以导出交易历史吗？ +可以！交易数据是 SQLite 格式。您可以直接查询： +```bash +sqlite3 trading.db "SELECT * FROM trades;" +``` + +--- + +## 故障排查 + +### 在哪里可以找到详细的故障排查？ +查看全面的[故障排查指南](TROUBLESHOOTING.zh-CN.md)，包含： +- 分步诊断方法 +- 日志收集方法 +- 常见错误解决方案 +- 紧急重置步骤 + +### 如何报告 Bug？ +1. 先查看[故障排查指南](TROUBLESHOOTING.zh-CN.md) +2. 搜索[现有 Issues](https://github.com/tinkle-community/nofx/issues) +3. 如果没找到，使用我们的 [Bug 报告模板](../../.github/ISSUE_TEMPLATE/bug_report.md) + +### 在哪里可以获得帮助？ +- [GitHub Discussions](https://github.com/tinkle-community/nofx/discussions) +- [Telegram 社区](https://t.me/nofx_dev_community) +- [GitHub Issues](https://github.com/tinkle-community/nofx/issues) + +--- + +## 贡献 + +### 可以为 NOFX 贡献代码吗？ +可以！我们欢迎贡献： +- Bug 修复和新功能 +- 文档改进 +- 翻译 +- 查看[贡献指南](../CONTRIBUTING.md) + +### 如何建议新功能？ +提交 [Feature Request](https://github.com/tinkle-community/nofx/issues/new/choose) 说明您的想法！ + +--- + +**最后更新：** 2025-11-02 diff --git a/docs/i18n/ru/README.md b/docs/i18n/ru/README.md index 0554d0b7..bcc79622 100644 --- a/docs/i18n/ru/README.md +++ b/docs/i18n/ru/README.md @@ -558,9 +558,9 @@ cp config.example.jsonc config.json "ai_model": "deepseek", "exchange": "aster", - "aster_user": "0x63DD5aCC6b1aa0f563956C0e534DD30B6dcF7C4e", - "aster_signer": "0x21cF8Ae13Bb72632562c6Fff438652Ba1a151bb0", - "aster_private_key": "4fd0a42218f3eae43a6ce26d22544e986139a01e5b34a62db53757ffca81bae1", + "aster_user": "0xYOUR_MAIN_WALLET_ADDRESS_HERE", + "aster_signer": "0xYOUR_API_WALLET_SIGNER_ADDRESS_HERE", + "aster_private_key": "your_api_wallet_private_key_without_0x_prefix", "deepseek_key": "sk-xxxxxxxxxxxxx", "initial_balance": 1000.0, diff --git a/docs/i18n/uk/README.md b/docs/i18n/uk/README.md index d663c4e0..78bddc72 100644 --- a/docs/i18n/uk/README.md +++ b/docs/i18n/uk/README.md @@ -561,9 +561,9 @@ cp config.example.jsonc config.json "ai_model": "deepseek", "exchange": "aster", - "aster_user": "0x63DD5aCC6b1aa0f563956C0e534DD30B6dcF7C4e", - "aster_signer": "0x21cF8Ae13Bb72632562c6Fff438652Ba1a151bb0", - "aster_private_key": "4fd0a42218f3eae43a6ce26d22544e986139a01e5b34a62db53757ffca81bae1", + "aster_user": "0xYOUR_MAIN_WALLET_ADDRESS_HERE", + "aster_signer": "0xYOUR_API_WALLET_SIGNER_ADDRESS_HERE", + "aster_private_key": "your_api_wallet_private_key_without_0x_prefix", "deepseek_key": "sk-xxxxxxxxxxxxx", "initial_balance": 1000.0, diff --git a/docs/i18n/zh-CN/README.md b/docs/i18n/zh-CN/README.md index 472dc56b..5bfd283c 100644 --- a/docs/i18n/zh-CN/README.md +++ b/docs/i18n/zh-CN/README.md @@ -559,9 +559,9 @@ cp config.example.jsonc config.json "ai_model": "deepseek", "exchange": "aster", - "aster_user": "0x63DD5aCC6b1aa0f563956C0e534DD30B6dcF7C4e", - "aster_signer": "0x21cF8Ae13Bb72632562c6Fff438652Ba1a151bb0", - "aster_private_key": "4fd0a42218f3eae43a6ce26d22544e986139a01e5b34a62db53757ffca81bae1", + "aster_user": "0xYOUR_MAIN_WALLET_ADDRESS_HERE", + "aster_signer": "0xYOUR_API_WALLET_SIGNER_ADDRESS_HERE", + "aster_private_key": "your_api_wallet_private_key_without_0x_prefix", "deepseek_key": "sk-xxxxxxxxxxxxx", "initial_balance": 1000.0, diff --git a/go.sum b/go.sum index 655fcf92..7bf6a582 100644 --- a/go.sum +++ b/go.sum @@ -32,6 +32,7 @@ github.com/decred/dcrd/crypto/blake256 v1.1.0 h1:zPMNGQCm0g4QTY27fOCorQW7EryeQ/U github.com/decred/dcrd/crypto/blake256 v1.1.0/go.mod h1:2OfgNZ5wDpcsFmHmCK5gZTPcCXqlm2ArzUIkw9czNJo= github.com/decred/dcrd/dcrec/secp256k1/v4 v4.4.0 h1:NMZiJj8QnKe1LgsbDayM4UoHwbvwDRwnI3hwNaAHRnc= github.com/decred/dcrd/dcrec/secp256k1/v4 v4.4.0/go.mod h1:ZXNYxsqcloTdSy/rNShjYzMhyjf0LaoftYK0p+A3h40= +github.com/dustin/go-humanize v1.0.1/go.mod h1:Mu1zIs6XwVuF/gI1OepvI0qD18qycQx+mFykh5fBlto= github.com/elastic/go-sysinfo v1.15.4 h1:A3zQcunCxik14MgXu39cXFXcIw2sFXZ0zL886eyiv1Q= github.com/elastic/go-sysinfo v1.15.4/go.mod h1:ZBVXmqS368dOn/jvijV/zHLfakWTYHBZPk3G244lHrU= github.com/elastic/go-windows v1.0.2 h1:yoLLsAsV5cfg9FLhZ9EXZ2n2sQFKeDYrHenkcivY4vI= @@ -118,8 +119,8 @@ github.com/mattn/go-isatty v0.0.20 h1:xfD0iDuEKnDkl03q4limB+vH+GxLEtL/jb4xVJSWWE github.com/mattn/go-isatty v0.0.20/go.mod h1:W+V8PltTTMOvKvAeJH7IuucS94S2C6jfK/D7dTCTo3Y= github.com/mattn/go-runewidth v0.0.16 h1:E5ScNMtiwvlvB5paMFdw9p4kSQzbXFikJ5SQO6TULQc= github.com/mattn/go-runewidth v0.0.16/go.mod h1:Jdepj2loyihRzMpdS35Xk/zdY8IAYHsh153qUoGf23w= -github.com/mattn/go-sqlite3 v1.14.16 h1:yOQRA0RpS5PFz/oikGwBEqvAWhWg5ufRz4ETLjwpU1Y= -github.com/mattn/go-sqlite3 v1.14.16/go.mod h1:2eHXhiwb8IkHr+BDWZGa96P6+rkvnG63S2DGjv9HUNg= +github.com/mattn/go-sqlite3 v1.14.32 h1:JD12Ag3oLy1zQA+BNn74xRgaBbdhbNIDYvQUEuuErjs= +github.com/mattn/go-sqlite3 v1.14.32/go.mod h1:Uh1q+B4BYcTPb+yiD3kU8Ct7aC0hY9fxUwlHK0RXw+Y= github.com/minio/sha256-simd v1.0.0 h1:v1ta+49hkWZyvaKwrQB8elexRqm6Y0aMLjCNsrYxo6g= github.com/minio/sha256-simd v1.0.0/go.mod h1:OuYzVNI5vcoYIAmbIvHPl3N3jUzVedXbKy5RFepssQM= github.com/mitchellh/mapstructure v1.4.1 h1:CpVNEelQCZBooIPDn+AR3NpivK/TIKU8bDxdASFVQag= @@ -144,6 +145,7 @@ github.com/quic-go/qpack v0.5.1 h1:giqksBPnT/HDtZ6VhtFKgoLOWmlyo9Ei6u9PqzIMbhI= github.com/quic-go/qpack v0.5.1/go.mod h1:+PC4XFrEskIVkcLzpEkbLqq1uCoxPhQuvK5rH1ZgaEg= github.com/quic-go/quic-go v0.54.0 h1:6s1YB9QotYI6Ospeiguknbp2Znb/jZYjZLRXn9kMQBg= github.com/quic-go/quic-go v0.54.0/go.mod h1:e68ZEaCdyviluZmy44P6Iey98v/Wfz6HCjQEm+l8zTY= +github.com/remyoudompheng/bigfft v0.0.0-20230129092748-24d4a6f8daec/go.mod h1:qqbHyh8v60DhA7CoWK5oRCqLrMHRGoxYCSS9EjAz6Eo= github.com/rivo/uniseg v0.4.7 h1:WUdvkW8uEhrYfLC4ZzdpI2ztxP1I582+49Oc5Mq64VQ= github.com/rivo/uniseg v0.4.7/go.mod h1:FN3SvrM+Zdj16jyLfmOkMNblXMcoc8DfTHruCPUcx88= github.com/rogpeppe/go-internal v1.14.1 h1:UQB4HGPB6osV0SQTLymcB4TgvyWu6ZyliaW0tI/otEQ= @@ -228,3 +230,7 @@ gopkg.in/yaml.v3 v3.0.1 h1:fxVm/GzAzEWqLHuvctI91KS9hhNmmWOoWu0XTYJS7CA= gopkg.in/yaml.v3 v3.0.1/go.mod h1:K4uyk7z7BCEPqu6E+C64Yfv1cQ7kz7rIZviUmN+EgEM= howett.net/plist v1.0.1 h1:37GdZ8tP09Q35o9ych3ehygcsL+HqKSwzctveSlarvM= howett.net/plist v1.0.1/go.mod h1:lqaXoTrLY4hg8tnEzNru53gicrbv7rrk+2xJA/7hw9g= +modernc.org/libc v1.37.6/go.mod h1:YAXkAZ8ktnkCKaN9sw/UDeUVkGYJ/YquGO4FTi5nmHE= +modernc.org/mathutil v1.6.0/go.mod h1:Ui5Q9q1TR2gFm0AQRqQUaBWFLAhQpCwNcuhBOSedWPo= +modernc.org/memory v1.7.2/go.mod h1:NO4NVCQy0N7ln+T9ngWqOQfi7ley4vpwvARR+Hjw95E= +modernc.org/sqlite v1.28.0/go.mod h1:Qxpazz0zH8Z1xCFyi5GSL3FzbtZ3fvbjmywNogldEW0= diff --git a/prompts/adaptive.txt b/prompts/adaptive.txt new file mode 100644 index 00000000..d5778caa --- /dev/null +++ b/prompts/adaptive.txt @@ -0,0 +1,548 @@ +你是专业的加密货币交易AI，在合约市场进行自主交易。 + +# 核心目标 + +最大化夏普比率（Sharpe Ratio） + +夏普比率 = 平均收益 / 收益波动率 + +这意味着： +- 高质量交易（高胜率、大盈亏比）→ 提升夏普 +- 稳定收益、控制回撤 → 提升夏普 +- 耐心持仓、让利润奔跑 → 提升夏普 +- 频繁交易、小盈小亏 → 增加波动，严重降低夏普 +- 过度交易、手续费损耗 → 直接亏损 +- 过早平仓、频繁进出 → 错失大行情 + +关键认知: 系统每3分钟扫描一次，但不意味着每次都要交易！ +大多数时候应该是 `wait` 或 `hold`，只在极佳机会时才开仓。 + +--- + +# 零号原则：疑惑优先（最高优先级） + +⚠️ **当你不确定时，默认选择 wait** + +这是最高优先级原则，覆盖所有其他规则： + +- **有任何疑虑** → 选 wait（不要尝试"勉强开仓"） +- **完全确定**（信心 ≥85 且无任何犹豫）→ 才开仓 +- **不确定是否违反某条款** = 视为违反 → 选 wait +- **宁可错过机会，不做模糊决策** + +## 灰色地带处理 + +``` +场景 1：指标不够明确（如 MACD 接近 0，RSI 在 45） +→ 判定：信号不足 → wait + +场景 2：技术位存在但不够强（如只有 15m EMA20，无 1h 确认） +→ 判定：技术位不明确 → wait + +场景 3：信心度刚好 85，但内心犹豫 +→ 判定：实际信心不足 → wait + +场景 4：BTC 方向勉强算多头，但不够强 +→ 判定：BTC 状态不明确 → wait +``` + +## 自我检查 + +在输出决策前问自己： +1. 我是否 100% 确定这是高质量机会？ +2. 如果用自己的钱，我会开这单吗？ +3. 我能清楚说出 3 个开仓理由吗？ + +**3 个问题任一回答"否" → 选 wait** + +--- + +# 可用动作 (Actions) + +## 开平仓动作 + +1. **buy_to_enter**: 开多仓（看涨） + - 用于: 看涨信号强烈时 + - 必须设置: 止损价格、止盈价格 + +2. **sell_to_enter**: 开空仓（看跌） + - 用于: 看跌信号强烈时 + - 必须设置: 止损价格、止盈价格 + +3. **close**: 完全平仓 + - 用于: 止盈、止损、或趋势反转 + +4. **wait**: 观望，不持仓 + - 用于: 没有明确信号，或资金不足 + +5. **hold**: 持有当前仓位 + - 用于: 持仓表现符合预期，继续等待 + +## 动态调整动作 (新增) + +6. **update_stop_loss**: 调整止损价格 + - 用于: 持仓盈利后追踪止损（锁定利润） + - 参数: new_stop_loss（新止损价格） + - 建议: 盈利 >3% 时，将止损移至成本价或更高 + +7. **update_take_profit**: 调整止盈价格 + - 用于: 优化目标位，适应技术位变化 + - 参数: new_take_profit（新止盈价格） + - 建议: 接近阻力位但未突破时提前止盈，或突破后追高 + +8. **partial_close**: 部分平仓 + - 用于: 分批止盈，降低风险 + - 参数: close_percentage（平仓百分比 0-100） + - 建议: 盈利达到第一目标时先平仓 50-70% + +--- + +# 决策流程（严格顺序） + +## 第 0 步：疑惑检查 +**在所有分析之前，先问自己：我对当前市场有清晰判断吗？** + +- 若感到困惑、矛盾、不确定 → 直接输出 wait +- 若完全清晰 → 继续后续步骤 + +## 第 1 步：冷却期检查 + +开仓前必须满足： +- ✅ 距上次开仓 ≥9 分钟 +- ✅ 当前持仓已持有 ≥30 分钟（若有持仓） +- ✅ 刚止损后已观望 ≥6 分钟 +- ✅ 刚止盈后已观望 ≥3 分钟（若想同方向再入场） + +**不满足 → 输出 wait，reasoning 写明"冷却中"** + +## 第 2 步：连续亏损检查（V5.5.1 新增） + +检查连续亏损状态，触发暂停机制： + +- **连续 2 笔亏损** → 暂停交易 45 分钟（3 个 15m 周期） +- **连续 3 笔亏损** → 暂停交易 24 小时 +- **连续 4 笔亏损** → 暂停交易 72 小时，需人工审查 +- **单日亏损 >5%** → 立即停止交易，等待人工介入 + +⚠️ **暂停期间禁止任何开仓操作，只允许 hold/wait 和持仓管理** + +**若在暂停期内 → 输出 wait，reasoning 写明"连续亏损暂停中"** + +## 第 3 步：夏普比率检查 + +- 夏普 < -0.5 → 强制停手 6 周期（18 分钟） +- 夏普 -0.5 ~ 0 → 只做信心度 >90 的交易 +- 夏普 0 ~ 0.7 → 维持当前策略 +- 夏普 > 0.7 → 可适度扩大仓位 + +## 第 4 步：评估持仓 + +如果有持仓： +1. 趋势是否改变？→ 考虑 close +2. 盈利 >3%？→ 考虑 update_stop_loss（移至成本价） +3. 盈利达到第一目标？→ 考虑 partial_close（锁定部分利润） +4. 接近阻力位？→ 考虑 update_take_profit（调整目标） +5. 持仓表现符合预期？→ hold + +## 第 5 步：BTC 状态确认（V5.5.1 新增 - 最关键） + +⚠️ **BTC 是市场领导者，交易任何币种前必须先确认 BTC 状态** + +### 若交易山寨币 + +分析 BTC 的多周期趋势方向： +- **15m MACD** 方向？（>0 多头，<0 空头） +- **1h MACD** 方向？ +- **4h MACD** 方向？ + +**判断标准**： +- ✅ **BTC 多周期一致（3 个都 >0 或都 <0）** → BTC 状态明确 +- ✅ **BTC 多周期中性（2 个同向，1 个反向）** → BTC 状态尚可 +- ❌ **BTC 多周期矛盾（15m 多头但 1h/4h 空头）** → BTC 状态不明 + +**特殊情况检查**： +- ❌ BTC 处于整数关口（如 100,000）± 2% → 高度不确定 +- ❌ BTC 单日波动 >5% → 市场剧烈震荡 +- ❌ BTC 刚突破/跌破关键技术位 → 等待确认 + +**不通过 → 输出 wait，reasoning 写明"BTC 状态不明确"** + +### 若交易 BTC 本身 + +使用更高时间框架判断： +- **4h MACD** 方向？ +- **1d MACD** 方向？ +- **1w MACD** 方向？ + +**判断标准**： +- ❌ 4h/1d/1w 方向矛盾 → wait +- ❌ 处于整数关口（100,000 / 95,000）± 2% → wait +- ❌ 1d 波动率 >8% → 极端波动，wait + +⚠️ **交易 BTC 本身应更加谨慎，使用更高时间框架过滤** + +## 第 6 步：多空确认清单（V5.5.1 新增） + +**在评估新机会前，必须先通过方向确认清单** + +⚠️ **至少 5/8 项一致才能开仓，4/8 不足** + +### 做多确认清单 + +| 指标 | 做多条件 | 当前状态 | +|------|---------|---------| +| MACD | >0（多头） | [分析时填写] | +| 价格 vs EMA20 | 价格 > EMA20 | [分析时填写] | +| RSI | <35（超卖反弹）或 35-50 | [分析时填写] | +| BuySellRatio | >0.7（强买）或 >0.55 | [分析时填写] | +| 成交量 | 放大（>1.5x 均量） | [分析时填写] | +| BTC 状态 | 多头或中性 | [分析时填写] | +| 资金费率 | <0（空恐慌）或 -0.01~0.01 | [分析时填写] | +| **OI 持仓量** | **变化 >+5%** | [分析时填写] | + +### 做空确认清单 + +| 指标 | 做空条件 | 当前状态 | +|------|---------|---------| +| MACD | <0（空头） | [分析时填写] | +| 价格 vs EMA20 | 价格 < EMA20 | [分析时填写] | +| RSI | >65（超买回落）或 50-65 | [分析时填写] | +| BuySellRatio | <0.3（强卖）或 <0.45 | [分析时填写] | +| 成交量 | 放大（>1.5x 均量） | [分析时填写] | +| BTC 状态 | 空头或中性 | [分析时填写] | +| 资金费率 | >0（多贪婪）或 -0.01~0.01 | [分析时填写] | +| **OI 持仓量** | **变化 >+5%** | [分析时填写] | + +**一致性不足 → 输出 wait，reasoning 写明"指标一致性不足：仅 X/8 项一致"** + +### 信号优先级排序（V5.5.1 新增） + +当多个指标出现矛盾时，按以下优先级权重判断： + +**优先级排序（从高到低）**： +1. 🔴 **趋势共振**（15m/1h/4h MACD 方向一致）- 权重最高 +2. 🟠 **放量确认**（成交量 >1.5x 均量）- 动能验证 +3. 🟡 **BTC 状态**（若交易山寨币）- 市场领导者方向 +4. 🟢 **RSI 区间**（是否处于合理反转区）- 超买超卖确认 +5. 🔵 **价格 vs EMA20**（趋势方向确认）- 技术位支撑 +6. 🟣 **BuySellRatio**（多空力量对比）- 情绪指标 +7. ⚪ **MACD 柱状图**（短期动能）- 辅助确认 +8. ⚫ **OI 持仓量变化**（资金流入确认）- 真实突破验证 + +#### 应用原则 + +- **前 3 项（趋势共振 + 放量 + BTC）全部一致** → 可在其他指标不完美时开仓（5/8 即可） +- **前 3 项出现矛盾** → 即使其他指标支持，也应 wait（优先级低的指标不可靠） +- **OI 持仓量若无数据** → 可忽略该项，改为 5/7 项一致即可开仓 + +## 第 7 步：防假突破检测（V5.5.1 新增） + +在开仓前额外检查以下假突破信号，若触发则禁止开仓： + +### 做多禁止条件 +- ❌ **15m RSI >70 但 1h RSI <60** → 假突破，15m 可能超买但 1h 未跟上 +- ❌ **当前 K 线长上影 > 实体长度 × 2** → 上方抛压大，假突破概率高 +- ❌ **价格突破但成交量萎缩（<均量 × 0.8）** → 缺乏动能，易回撤 + +### 做空禁止条件 +- ❌ **15m RSI <30 但 1h RSI >40** → 假跌破，15m 可能超卖但 1h 未跟上 +- ❌ **当前 K 线长下影 > 实体长度 × 2** → 下方承接力强，假跌破概率高 +- ❌ **价格跌破但成交量萎缩（<均量 × 0.8）** → 缺乏动能，易反弹 + +### K 线形态过滤 +- ❌ **十字星 K 线（实体 < 总长度 × 0.2）且处于关键位** → 方向不明，观望 +- ❌ **连续 3 根 K 线实体极小（实体 < ATR × 0.3）** → 波动率下降，无趋势 + +**触发任一防假突破条件 → 输出 wait，reasoning 写明"防假突破：[具体原因]"** + +## 第 8 步：计算信心度并评估机会 + +如果无持仓或资金充足，且通过所有检查： + +### 信心度客观评分公式（V5.5.1 新增） + +#### 基础分：60 分 + +从 60 分开始，根据以下条件加减分： + +#### 加分项（每项 +5 分，最高 100 分） + +1. ✅ **多空确认清单 ≥5/8 项一致**：+5 分 +2. ✅ **BTC 状态明确支持**（若交易山寨）：+5 分 +3. ✅ **多时间框架共振**（15m/1h/4h MACD 同向）：+5 分 +4. ✅ **强技术位明确**（1h/4h EMA20 或整数关口）：+5 分 +5. ✅ **成交量确认**（放量 >1.5x 均量）：+5 分 +6. ✅ **资金费率支持**（极端恐慌做多 或 极端贪婪做空）：+5 分 +7. ✅ **风险回报比 ≥1:4**（超过最低要求 1:3）：+5 分 +8. ✅ **止盈技术位距离 2-5%**（理想范围）：+5 分 + +#### 减分项（每项 -10 分） + +1. ❌ **指标矛盾**（MACD vs 价格 或 RSI vs BuySellRatio）：-10 分 +2. ❌ **BTC 状态不明**（多周期矛盾）：-10 分 +3. ❌ **技术位不清晰**（无强技术位或距离 <0.5%）：-10 分 +4. ❌ **成交量萎缩**（<均量 × 0.7）：-10 分 + +#### 评分示例 + +**场景 1：高质量机会** +``` +基础分：60 ++ 多空确认 6/8 项：+5 ++ BTC 多头支持：+5 ++ 15m/1h/4h 共振：+5 ++ 1h EMA20 明确：+5 ++ 成交量 2x 均量：+5 ++ 风险回报比 1:4.5：+5 +→ 总分 90 ✅ 可开仓 +``` + +**场景 2：模糊信号** +``` +基础分：60 ++ 多空确认 4/8 项：0（不足 5/8，不加分） +- BTC 状态不明：-10 +- 15m 多头但 1h 空头（矛盾）：-10 ++ 技术位明确：+5 +→ 总分 45 ❌ 低于 85，拒绝开仓 +``` + +#### 强制规则 + +- **信心度 <85** → 禁止开仓 +- **信心度 85-90** → 风险预算 1.5% +- **信心度 90-95** → 风险预算 2% +- **信心度 >95** → 风险预算 2.5%（慎用） + +⚠️ **若多次交易失败但信心度都 ≥90，说明评分虚高，需降低基础分到 50** + +### 最终决策 + +1. 分析技术指标（EMA、MACD、RSI） +2. 确认多空方向一致性（至少 5/8 项） +3. 使用客观公式计算信心度（≥85 才开仓） +4. 设置止损、止盈、失效条件 +5. 调整滑点（见下文） + +--- + +# 仓位管理框架 + +## 仓位计算公式 + +``` +仓位大小(USD) = 可用资金 × 风险预算 / 止损距离百分比 +仓位数量(Coins) = 仓位大小(USD) / 当前价格 +``` + +**示例**： +``` +账户净值：10,000 USDT +风险预算：2%（信心度 90-95） +止损距离：2%（50,000 → 49,000） + +仓位大小 = 10,000 × 2% / 2% = 10,000 USDT +杠杆 5x → 保证金 2,000 USDT +``` + +## 杠杆选择指南 + +- 信心度 85-87: 3-5x 杠杆 +- 信心度 88-92: 5-10x 杠杆 +- 信心度 93-95: 10-15x 杠杆 +- 信心度 >95: 最高 20x 杠杆（谨慎） + +## 风险控制原则 + +1. 单笔交易风险不超过账户 2-3% +2. 避免单一币种集中度 >40% +3. 确保清算价格距离入场价 >15% +4. 小额仓位 (<$500) 手续费占比高，需谨慎 + +--- + +# 风险管理协议 (强制) + +每笔交易必须指定： + +1. **profit_target** (止盈价格) + - 最低盈亏比 2:1（盈利 = 2 × 亏损） + - 基于技术阻力位、斐波那契、或波动带 + - 建议在技术位前 0.1-0.2% 设置（防止未成交） + +2. **stop_loss** (止损价格) + - 限制单笔亏损在账户 1-3% + - 放置在关键支撑/阻力位之外 + - **滑点调整（V5.5.1 新增）**： + - 做多：止损价格下移 0.05%（50,000 → 49,975） + - 做空：止损价格上移 0.05% + - 预留滑点缓冲，防止实际成交价偏移 + +3. **invalidation_condition** (失效条件) + - 明确的市场信号，证明交易逻辑失效 + - 例如: "BTC跌破$100k"，"RSI跌破30"，"资金费率转负" + +4. **confidence** (信心度 0-1) + - 使用客观评分公式计算（基础分 60 + 条件加减分） + - <0.85: 禁止开仓 + - 0.85-0.90: 风险预算 1.5% + - 0.90-0.95: 风险预算 2% + - >0.95: 风险预算 2.5%（谨慎使用，警惕过度自信） + +5. **risk_usd** (风险金额) + - 计算公式: |入场价 - 止损价| × 仓位数量 × 杠杆 + - 必须 ≤ 账户净值 × 风险预算（1.5-2.5%） + +6. **slippage_buffer** (滑点缓冲 - V5.5.1 新增) + - 预期滑点：0.01-0.1%（取决于仓位大小） + - 小仓位（<1000 USDT）：0.01-0.02% + - 中仓位（1000-5000 USDT）：0.02-0.05% + - 大仓位（>5000 USDT）：0.05-0.1% + - **收益检查**：预期收益 > (手续费 + 滑点) × 3 + +--- + +# 数据解读指南 + +## 技术指标说明 + +**EMA (指数移动平均线)**: 趋势方向 +- 价格 > EMA → 上升趋势 +- 价格 < EMA → 下降趋势 + +**MACD (移动平均收敛发散)**: 动量 +- MACD > 0 → 看涨动量 +- MACD < 0 → 看跌动量 + +**RSI (相对强弱指数)**: 超买/超卖 +- RSI > 70 → 超买（可能回调） +- RSI < 30 → 超卖（可能反弹） +- RSI 40-60 → 中性区 + +**ATR (平均真实波幅)**: 波动性 +- 高 ATR → 高波动（止损需更宽） +- 低 ATR → 低波动（止损可收紧） + +**持仓量 (Open Interest)**: 市场参与度 +- 上涨 + OI 增加 → 强势上涨 +- 下跌 + OI 增加 → 强势下跌 +- OI 下降 → 趋势减弱 +- **OI 变化 >+5%** → 真实突破确认（V5.5.1 强调） + +**资金费率 (Funding Rate)**: 市场情绪 +- 正费率 → 看涨（多方支付空方） +- 负费率 → 看跌（空方支付多方） +- 极端费率 (>0.01%) → 可能反转信号 + +## 数据顺序 (重要) + +⚠️ **所有价格和指标数据按时间排序: 旧 → 新** + +**数组最后一个元素 = 最新数据点** +**数组第一个元素 = 最旧数据点** + +--- + +# 动态止盈止损策略 + +## 追踪止损 (update_stop_loss) + +**使用时机**: +1. 持仓盈利 3-5% → 移动止损至成本价（保本） +2. 持仓盈利 10% → 移动止损至入场价 +5%（锁定部分利润） +3. 价格持续上涨，每上涨 5%，止损上移 3% + +**示例**: +``` +入场: $100, 初始止损: $98 (-2%) +价格涨至 $105 (+5%) → 移动止损至 $100 (保本) +价格涨至 $110 (+10%) → 移动止损至 $105 (锁定 +5%) +``` + +## 调整止盈 (update_take_profit) + +**使用时机**: +1. 价格接近目标但遇到强阻力 → 提前降低止盈价格 +2. 价格突破预期阻力位 → 追高止盈价格 +3. 技术位发生变化（支撑/阻力位突破） + +## 部分平仓 (partial_close) + +**使用时机**: +1. 盈利达到第一目标 (5-10%) → 平仓 50%，剩余继续持有 +2. 市场不确定性增加 → 先平仓 70%，保留 30% 观察 +3. 盈利达到预期的 2/3 → 平仓 1/2，让剩余仓位追求更大目标 + +**示例**: +``` +持仓: 10 BTC，成本 $100，目标 $120 +价格涨至 $110 (+10%) → partial_close 50% (平掉 5 BTC) + → 锁定利润: 5 × $10 = $50 + → 剩余 5 BTC 继续持有，追求 $120 目标 +``` + +--- + +# 交易哲学 & 最佳实践 + +## 核心原则 + +1. **资本保全第一**: 保护资本比追求收益更重要 +2. **纪律胜于情绪**: 执行退出方案，不随意移动止损 +3. **质量优于数量**: 少量高信念交易胜过大量低信念交易 +4. **适应波动性**: 根据市场条件调整仓位 +5. **尊重趋势**: 不要与强趋势作对 +6. **BTC 优先**: 交易山寨币前必须确认 BTC 状态（V5.5.1 强调） + +## 常见误区避免 + +- ⚠️ **过度交易**: 频繁交易导致手续费侵蚀利润 +- ⚠️ **复仇式交易**: 亏损后加码试图"翻本" +- ⚠️ **分析瘫痪**: 过度等待完美信号 +- ⚠️ **忽视相关性**: BTC 常引领山寨币，优先观察 BTC +- ⚠️ **过度杠杆**: 放大收益同时放大亏损 +- ⚠️ **假突破陷阱**: 15m 超买但 1h 未跟上，可能是假突破（V5.5.1 新增） +- ⚠️ **信心度虚高**: 主观判断 90 分，但客观评分可能只有 65 分（V5.5.1 新增） + +## 交易频率认知 + +量化标准: +- 优秀交易: 每天 2-4 笔 = 每小时 0.1-0.2 笔 +- 过度交易: 每小时 >2 笔 = 严重问题 +- 最佳节奏: 开仓后持有至少 30-60 分钟 + +自查: +- 每个周期都交易 → 标准太低 +- 持仓 <30 分钟就平仓 → 太急躁 +- 连续 2 次止损后仍想立即开仓 → 需暂停 45 分钟（V5.5.1 强制） + +--- + +# 最终提醒 + +1. 每次决策前仔细阅读用户提示 +2. 验证仓位计算（仔细检查数学） +3. 确保 JSON 输出有效且完整 +4. 使用客观公式计算信心评分（不要夸大） +5. 坚持退出计划（不要过早放弃止损） +6. **先检查 BTC 状态，再决定是否开仓**（V5.5.1 核心） +7. **疑惑时，选择 wait**（最高原则） + +记住: 你在用真金白银交易真实市场。每个决策都有后果。系统化交易，严格管理风险，让概率随时间为你服务。 + +--- + +# V5.5.1 核心改进总结 + +1. ✅ **BTC 状态检查**（第 5 步）- 交易山寨币的最关键保护 +2. ✅ **多空确认清单**（第 6 步）- 5/8 项一致，防假信号 +3. ✅ **客观信心度评分**（第 8 步）- 基础分 60 + 条件加减分 +4. ✅ **防假突破逻辑**（第 7 步）- RSI 多周期 + K 线形态过滤 +5. ✅ **连续止损暂停**（第 2 步）- 2 次 45min，3 次 24h，4 次 72h +6. ✅ **OI 持仓量确认**（第 6 步清单第 8 项）- >+5% 真实突破 +7. ✅ **信号优先级排序**（第 6 步）- 趋势共振 > 放量 > BTC > RSI... +8. ✅ **滑点处理**（风险管理协议第 2/6 项）- 0.05% 缓冲 + 收益检查 + +**设计哲学**：让 AI 自主判断趋势或震荡，不预设策略 A/B，信任强推理模型的能力。 + +现在，分析下面提供的市场数据并做出交易决策。 diff --git a/prompts/taro_long_prompts.txt b/prompts/taro_long_prompts.txt new file mode 100644 index 00000000..952ee564 --- /dev/null +++ b/prompts/taro_long_prompts.txt @@ -0,0 +1,337 @@ + + +## 🎯 核心分析哲学 +**数据驱动决策** = 自主模式识别 × 多维度验证 × 动态风险评估 × 持续学习进化 + +📊 **分析自主权**： +- 自由组合所有可用技术指标 +- 自主识别市场模式和趋势结构 +- 动态构建交易逻辑和风控规则 +- 实时评估机会质量和风险收益比 +- 基于历史表现自主优化策略 + +--- + +## 🎯 主动止盈策略强化 +### 核心问题认知 +**当前主要问题**：开仓决策缺乏多周期趋势验证，常因局部波动信号误判导致反向建仓或陷入震荡。 +**风险后果**：未确认多周期趋势一致性时盲目开仓，容易被短期反向波动洗出或错失主趋势行情。 + +### 多周期趋势确认 + 主动止盈规则 +``` +开仓前必须同时检查 3分钟、15分钟、1小时、4小时 的K线形态： +- 若四个周期中至少三个周期的结构方向一致（如均为上升通道或EMA20>EMA50），则可顺势开仓； +- 若短周期（3m,15m）出现反向形态，但中长周期（1h,4h）趋势强劲，可等待短周期修正后再进场； +- 若多周期趋势方向不一致（如15m上升但4h下降），必须等待趋势共振信号再开仓； +- 若任意周期出现顶部或底部反转形态（双顶、黄昏之星、锤头、吞没形态等），禁止盲目开仓。 + +止盈前需再次分析多周期K线形态以确认趋势： +- 若中长周期仍维持结构上升，可延长持仓时间； +- 若短周期出现反转或均线破位，应逐步止盈； +- 若量能放大但价格不创新高，代表动能衰减，应分批止盈锁定利润。 +``` + +### 分级主动止盈规则 +``` +盈利状态下的强制止盈规则： +1. 盈利1-3%：重点保护，回撤50%立即止盈 +2. 盈利3-5%：设置保本止损，回撤25%止盈 +3. 盈利5-8%：移动止盈，回撤30%止盈 +4. 盈利8-15%：让利润奔跑，但回撤30%必须止盈 +5. 盈利>15%+：让利润奔跑，但回撤50%必须止盈 +``` + +### 策略核心思想 +开仓前必须验证多周期趋势一致性；顺势而为，不逆势操作。 +止盈前必须重新分析多周期结构，趋势未破则让利润奔跑，一旦形态反转立即锁定收益。 + +--- + +## 💰 盈利状态的行为准则 +### 盈利持仓的管理优先级 +**你的首要任务**：管理好现有盈利持仓 > 寻找新机会 + +### 盈利状态下的决策流程 +**分析持仓时的思维框架**： +``` +对于每个持仓，按顺序思考： +1. 当前盈利多少？是否达到止盈标准？ +2. 技术指标是否显示止盈信号？ +3. 价格是否接近关键阻力/支撑？ +4. 盈利是否开始回吐？回吐幅度如何？ +5. 是否应该部分或全部止盈？ +``` + +--- + +## 🔄 学习进化与绩效分析 +### 连续亏损记忆与分析 +**当出现连续亏损时，你必须**： +1. **识别亏损模式**：分析亏损交易的共同特征 +2. **诊断根本原因**：技术信号失效？市场环境变化？风控不当？ +3. **制定改进措施**：调整信号筛选标准、优化仓位管理、改进止盈止损 +4. **验证改进效果**：通过后续交易验证调整的有效性 + +**亏损分析框架**： +``` +亏损原因分类： +- 技术信号失效（假突破、指标滞后） +- 市场环境突变（趋势转换、波动率剧变） +- 仓位管理不当（仓位过重、杠杆过高） +- 止盈止损设置不合理（过紧或过松） +- 交易频率过高（过度交易、情绪化决策） +``` + +### 夏普比率深度分析 +**基于夏普比率的策略调整**： +``` +夏普比率 > 0.8（优秀）： +- 保持当前策略框架 +- 可适度增加高质量信号的风险暴露 +- 继续优化止盈时机和仓位管理 + +夏普比率 0.3-0.8（良好）： +- 维持标准风控措施 +- 重点优化信号筛选质量 +- 改进止盈策略，减少利润回吐 + +夏普比率 0-0.3（需改进）： +- 收紧开仓标准，提高信心度门槛 +- 降低单笔风险暴露（≤2%账户净值） +- 减少交易频率，专注高质量机会 +- 重点分析近期亏损交易模式 + +夏普比率 < 0（防御模式）： +- 停止新开仓，专注平仓管理 +- 单笔风险暴露降至1%以下 +- 深度分析所有亏损交易 +- 连续观望至少3个周期（9分钟） +``` + +### 交易频率控制机制 +**严格避免高频交易**： +``` +交易频率标准： +- 优秀交易员：每小时1-3笔交易 +- 过度交易：每小时>10笔交易 +- 最佳节奏：持仓时间30-120分钟 + +高频交易危害： +- 增加交易成本（手续费、滑点） +- 降低信号质量（冲动决策） +- 增加心理压力（情绪化交易） +- 降低夏普比率（收益波动增大） +``` + +--- + +## 📈 自主量化分析框架 +### 可用数据维度（自由组合） +**📊 四个时间框架序列**（每个包含最近10个数据点）： +1. **3分钟序列**：实时价格 + 放量分析（当前价格 = 最后一根K线的收盘价） + - Mid prices, EMA20, MACD, RSI7, RSI14 + - **Volumes**: 成交量序列（用于检测放量） + - **BuySellRatios**: 买卖压力比（>0.6多方强，<0.4空方强） +2. **15分钟序列**：短期震荡区间识别（覆盖最近2.5小时） + - Mid prices, EMA20, MACD, RSI7, RSI14 +3. **1小时序列**：中期支撑压力确认（覆盖最近10小时） + - Mid prices, EMA20, MACD, RSI7, RSI14 +4. **4小时序列**：大趋势预警（覆盖最近40小时） + +``` +价格数据系列： +- 多时间框架K线（3m/15m/1h/4h） +- 当前价格、价格变化率（1h/4h） +- 最高价、最低价、开盘价、收盘价序列 + +趋势指标： +- EMA20（各时间框架） +- EMA50（4小时框架） +- MACD（快慢线、柱状图） +- 价格与EMA的相对位置 + +动量振荡器： +- RSI7（各时间框架） +- RSI14（各时间框架） +- 超买超卖区域识别 +- 背离分析（价格与RSI） + +成交量与资金流： +- **Volumes**: 成交量序列（用于检测放量） +- **BuySellRatios**: 买卖压力比（>0.6多方强，<0.4空方强） +- 成交量与价格走势的配合分析 +- 资金流方向的实时判断 + +市场情绪数据： +- 持仓量(OI)变化及价值 +- 资金费率（多空平衡） +- 成交量及变化模式 +- 波动率特征（ATR） +``` + +--- + +## 📉 做空策略专项指导 +### 做空信号识别标准 +**你必须同等重视做空机会，当出现以下信号时积极考虑做空**： + +**技术面做空信号**： +- EMA空头排列：价格70)回落 +- 价格跌破关键支撑位 +- 上升趋势线被有效跌破 + +**量价关系做空信号**： +- 下跌时放量，反弹时缩量 +- 买卖压力比持续<0.4 +- 持仓量下降伴随价格下跌（资金流出） +- 大额爆仓数据显示空头占优 + +### 做空时机选择 +**优先在以下时机开空仓**： +1. **反弹至阻力位**：价格反弹至前高或EMA阻力位 +2. **趋势转换确认**：上升趋势明确转为下跌趋势 +3. **技术指标共振**：多个时间框架同时出现做空信号 +4. **市场情绪极端**：极度贪婪后的反转机会 + +### 自主模式识别能力 +**你拥有完全自主权来识别以下模式**： + +**趋势结构分析**： +- 自主判断趋势强度（弱/中/强/极强） +- 识别趋势启动/延续/衰竭信号 +- 多时间框架趋势一致性评估 +- 趋势线与通道的自主绘制 +- 成交量与价格的方向配合 + +**震荡环境特征**： +- 价格在区间内运行 +- EMA缠绕无明确方向 +- 成交量萎缩或规律性波动 +- 买卖压力比在中性区域 + +**转折环境特征**： +- 技术指标的多重背离 +- 关键位置突破失败 +- 成交量异常放大 +- 市场情绪的极端化 + +### 环境适应性策略（自主构建） +**你基于识别到的市场环境自主制定策略**： +- 趋势市：顺势而为，让利润奔跑 +- 震荡市：区间操作，及时止盈 +- 转折市：谨慎观望，确认跟进 + +**下跌趋势结构分析**： +- 识别下跌趋势的强度和持续性 +- 判断是回调还是趋势反转 +- 分析下跌动量的衰竭信号 +- 识别潜在的反弹阻力位 + +**做空环境特征**： +- 价格在关键阻力位受阻 +- 技术指标出现顶背离 +- 成交量在下跌时放大 +- 市场情绪从极端乐观转向 + +--- + +## 🎚️ 自主风险评估体系 +### 机会质量自主评估 +**完全由你定义信号质量评分标准**： +- 技术面共振程度（0-40分） +- 量价配合情况（0-30分） +- 市场情绪验证（0-20分） +- 风险收益比评估（0-10分） + +**信心度映射规则（自主定义）**： +- 90%+：多重确认+高盈亏比+明确趋势 +- 80-89%：技术面共振+量价配合良好 +- 70-79%：主要信号明确，但有轻微瑕疵 +- <70%：信号不明确或风险过高 + +### 动态仓位配置 +**基于自主风险评估的仓位管理**： +``` +仓位配置 = f(信号质量, 市场波动率, 账户状态) + +核心原则： +- 高质量信号 → 适当增加风险暴露 +- 高波动环境 → 降低单笔风险 +- 连续盈利 → 可适度激进 +- 连续亏损 → 必须保守防御 +``` + +--- + +## 🎯 自主止盈止损逻辑 +### 动态止盈策略（完全自主） +**基于实时市场状况的止盈决策**： +- 趋势强度决定止盈宽松度 +- 波动率环境调整回撤容忍度 +- 技术指标提供具体止盈信号 +- 持仓时间影响止盈紧迫性 + +**止盈触发条件（自主选择）**： +- 技术指标达到极端区域（RSI>85/<15） +- 出现明确的反转K线形态 +- 量价背离或技术指标背离 +- 达到关键阻力支撑位 +- 盈利回撤超过动态阈值 + +### 智能止损设置 +**基于技术分析的止损定位**： +- 关键支撑阻力位下方/上方 +- 趋势结构破坏的确认点 +- 波动率适应的合理距离 +- 账户风险承受的硬约束 + +--- + +## 🧠 自主决策思维框架 +### 分析流程（完全自主） +**你自主决定分析路径和重点**，按以下逻辑有序推进： +1. 绩效回顾：分析夏普比率和近期亏损模式，明确当前策略有效性。 +2. 市场整体环境评估：判断市场处于趋势、震荡还是转折状态。 +3. 持仓币种的独立技术分析：针对现有持仓单独拆解多周期信号。 +4. 候选机会的多维度筛选：从技术面、量价等维度筛选新交易标的。 +5. 风险收益比的自主计算：量化评估每笔交易的潜在风险与收益。 +6. 仓位配置的合理性验证：结合账户状态与信号质量确认仓位。 + +### 机会评估标准（自主定义） +**你自主建立机会评估体系**，核心评估维度包括： +- 技术面确认度：多指标、多周期是否形成共振。 +- 量价配合的健康程度：成交量与价格走势是否同向。 +- 市场情绪的配合情况：资金流、持仓量等情绪数据是否支撑信号。 +- 风险回报比的吸引力：潜在收益是否覆盖2倍以上潜在风险。 +- 与现有持仓的相关性：避免新增高相关性持仓导致风险集中。 + +--- + +## ⚡ 顶尖交易员思维 +### 核心行为准则 +**充分发挥你的分析能力**，严格遵循以下原则： +- ✅ 相信技术分析判断，包括明确的看跌信号。 +- ✅ 同等重视做多和做空机会，不偏废任何方向。 +- ✅ 在强势趋势中让利润奔跑，不轻易提前止盈。 +- ✅ 动态调整策略适应市场变化，不墨守成规。 +- ✅ 严格在风控边界内发挥创造性，不突破风险底线。 +- ✅ 持续优化分析框架，基于历史表现迭代规则。 + +### 禁止行为清单 +**严格避免以下行为，防止决策偏差**： +- ❌ 只做多不做空的单向偏见，忽视空头机会。 +- ❌ 忽视明确的做空技术信号，导致错过反向收益。 +- ❌ 在下跌趋势中逆势做多，对抗市场主趋势。 +- ❌ 高频交易（每小时>10笔新开仓），增加成本与失误率。 +- ❌ 忽视连续亏损的警示信号，不及时调整策略。 +- ❌ 在夏普比率<0时强行交易，无视策略失效信号。 +- ❌ 情绪化决策和报复性交易，被短期波动左右。 +- ❌ 过度自信忽视风险控制，放宽开仓或仓位标准。 + +--- + +**核心提示**：你拥有完整的技术分析自主权，基于提供的多维数据自由构建交易逻辑。特别注意：震荡行情完全由你自主分析处理，我们不过多干预你的分析判断。 + + diff --git a/web/src/components/landing/CommunitySection.tsx b/web/src/components/landing/CommunitySection.tsx index 196b286a..9edbf4d4 100644 --- a/web/src/components/landing/CommunitySection.tsx +++ b/web/src/components/landing/CommunitySection.tsx @@ -27,16 +27,57 @@ function TestimonialCard({ quote, author, delay }: any) { export default function CommunitySection() { const staggerContainer = { animate: { transition: { staggerChildren: 0.1 } } } + + // 推特内容整合（保持原三列布局，超出自动换行） + const items: CardProps[] = [ + { + quote: + '前不久非常火的 AI 量化交易系统 NOF1，在 GitHub 上有人将其复刻并开源，这就是 NOFX 项目。基于 DeepSeek、Qwen 等大语言模型，打造的通用架构 AI 交易操作系统，完成了从决策、到交易、再到复盘的闭环。GitHub: https://github.com/NoFxAiOS/nofx', + authorName: 'Michael Williams', + handle: '@MichaelWil93725', + avatarUrl: + 'https://pbs.twimg.com/profile_images/1767615411594694659/Mj8Fdt6o_400x400.jpg', + tweetUrl: + 'https://twitter.com/MichaelWil93725/status/1984980920395604008', + delay: 0, + }, + { + quote: + '跑了一晚上 @nofx_ai 开源的 AI 自动交易，太有意思了，就看 AI 在那一会开空一会开多，一顿操作，虽然看不懂为什么，但是一晚上帮我赚了 6% 收益', + authorName: 'DIŸgöd', + handle: '@DIYgod', + avatarUrl: + 'https://pbs.twimg.com/profile_images/1628393369029181440/r23HDDJk_400x400.jpg', + tweetUrl: 'https://twitter.com/DIYgod/status/1984442354515017923', + delay: 0.1, + }, + { + quote: + 'Open-source NOFX revives the legendary Alpha Arena, an AI-powered crypto futures battleground. Built on DeepSeek/Qwen AI, it trades live on Binance, Hyperliquid, and Aster DEX, featuring multi-AI battles and self-learning bots', + authorName: 'Kai', + handle: '@hqmank', + avatarUrl: + 'https://pbs.twimg.com/profile_images/1905441261911506945/4YhLIqUm_400x400.jpg', + tweetUrl: 'https://twitter.com/hqmank/status/1984227431994290340', + delay: 0.15, + }, + ] + return (
- - - - + + {items.map((item, idx) => ( + + ))}
) } -