Size demo trading by a configured capital instead of full account equity

Add trading_account.capital_usdt. Position sizing will use
min(capital, account equity); starting requires the capital to be set.
The trading page shows and edits it.

backend/alembic/versions/20261015_c3f19d7a2e58_trading_capital.py

@@ -0,0 +1,29 @@
+"""trading capital
+
+Revision ID: c3f19d7a2e58
+Revises: a54081406f23
+Create Date: 2026-10-15 10:10:00.000000
+
+"""
+from typing import Sequence, Union
+
+from alembic import op
+import sqlalchemy as sa
+
+
+# revision identifiers, used by Alembic.
+revision: str = 'c3f19d7a2e58'
+down_revision: Union[str, Sequence[str], None] = 'a54081406f23'
+branch_labels: Union[str, Sequence[str], None] = None
+depends_on: Union[str, Sequence[str], None] = None
+
+
+def upgrade() -> None:
+    """Upgrade schema."""
+    # 用户要求只用设定的资金操盘，不动用账户全部余额（2026-10-15）
+    op.add_column('trading_account', sa.Column('capital_usdt', sa.Numeric(), nullable=True))
+
+
+def downgrade() -> None:
+    """Downgrade schema."""
+    op.drop_column('trading_account', 'capital_usdt')

backend/src/alphapulse/api/trading.py

@@ -2,10 +2,11 @@
 
 import json
 from datetime import datetime, timedelta
+from decimal import Decimal
 from typing import Annotated, Literal
 
 from fastapi import APIRouter, Depends, HTTPException, Query, status
-from pydantic import BaseModel
+from pydantic import BaseModel, Field
 from sqlalchemy import func, or_, select
 from sqlalchemy.exc import IntegrityError
 from sqlalchemy.ext.asyncio import AsyncSession
@@ -41,6 +42,9 @@ class StatusOut(BaseModel):
     configured: bool
     running: bool
     running_changed_at: datetime | None
+    capital_usdt: Decimal | None
+    # 实际用于仓位计算的资金：min(交易资金, 账户权益)；没有快照时无法计算
+    effective_capital: Decimal | None
     provider_id: int | None
     reasoning_effort: str | None
     # trader 进程的心跳快照；进程离线时为空
@@ -49,6 +53,7 @@ class StatusOut(BaseModel):
 
 
 class ConfigIn(BaseModel):
+    capital_usdt: Annotated[Decimal, Field(gt=0, decimal_places=2)] | None = None
     provider_id: int | None = None
     reasoning_effort: llm.Effort | None = None
 
@@ -108,10 +113,13 @@ async def get_status(session: Annotated[AsyncSession, Depends(get_session)]) ->
             func.coalesce(func.sum(TradingAnalysis.usage["output_tokens"].as_integer()), 0),
         ).where(TradingAnalysis.started_at >= today)
     )).one()
+    snapshot = await read_snapshot()
+    equity = snapshot and snapshot["account"] and Decimal(snapshot["account"]["margin_balance"])
     return StatusOut(
         configured=account.api_key_encrypted is not None, running=account.running,
-        running_changed_at=account.running_changed_at, provider_id=account.provider_id,
-        reasoning_effort=account.reasoning_effort, snapshot=await read_snapshot(),
+        running_changed_at=account.running_changed_at, capital_usdt=account.capital_usdt,
+        effective_capital=min(account.capital_usdt, equity) if account.capital_usdt and equity else None,
+        provider_id=account.provider_id, reasoning_effort=account.reasoning_effort, snapshot=snapshot,
         today=TodayUsage(analyses=count, limit=DAILY_ANALYSIS_LIMIT, input_tokens=input_tokens, output_tokens=output_tokens),
     )
 
@@ -120,6 +128,8 @@ async def set_running(session: AsyncSession, running: bool) -> StatusOut:
     account = await get_account(session)
     if running and account.api_key_encrypted is None:
         raise HTTPException(status.HTTP_400_BAD_REQUEST, "还没有填写模拟盘 key，请先到环境变量页填写")
+    if running and account.capital_usdt is None:
+        raise HTTPException(status.HTTP_400_BAD_REQUEST, "还没有设置交易资金")
     if account.running != running:
         account.running = running
         account.running_changed_at = datetime.now(LOCAL_TZ)
@@ -148,6 +158,19 @@ async def patch_config(body: ConfigIn, session: Annotated[AsyncSession, Depends(
     fields = body.model_dump(exclude_unset=True)
     if fields.get("provider_id") is not None and await session.get(AiProvider, fields["provider_id"]) is None:
         raise HTTPException(status.HTTP_404_NOT_FOUND, "模型配置不存在")
+    if "capital_usdt" in fields:
+        capital = fields["capital_usdt"]
+        if capital is None and account.running:
+            raise HTTPException(status.HTTP_409_CONFLICT, "交易中不能清空交易资金")
+        snapshot = await read_snapshot()
+        equity = snapshot and snapshot["account"] and Decimal(snapshot["account"]["margin_balance"])
+        if capital is not None and equity and capital > equity:
+            raise HTTPException(status.HTTP_400_BAD_REQUEST, f"交易资金不能超过账户权益 {equity:.2f} USDT")
+        if capital != account.capital_usdt:
+            session.add(TradingEvent(
+                kind="capital_changed",
+                message=f"交易资金设为 {capital} USDT" if capital is not None else "清空交易资金",
+            ))
     for key, value in fields.items():
         setattr(account, key, value)
     session.add(account)

backend/src/alphapulse/models/trading.py

@@ -20,6 +20,8 @@ class TradingAccount(Base):
     api_key_hint: Mapped[str | None] = mapped_column(String(8))
     running: Mapped[bool] = mapped_column(Boolean, default=False)
     running_changed_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True))
+    # 交易资金：仓位计算按 min(交易资金, 账户权益)，不动用账户的全部余额；未设置时不能开始交易
+    capital_usdt: Mapped[Decimal | None] = mapped_column(Numeric)
     # 交易分析用的模型配置；为空时用默认配置
     provider_id: Mapped[int | None] = mapped_column(ForeignKey("ai_providers.id", ondelete="SET NULL"))
     reasoning_effort: Mapped[str | None] = mapped_column(String(8))