1

app/config/system_config.py

@@ -108,6 +108,8 @@ def default_paper_trading_config():
         "trailing_activate_pnl_pct": _env_float("ALPHAX_PAPER_TRAILING_ACTIVATE_PNL_PCT", 3.0),
         "trailing_min_lock_profit_pct": _env_float("ALPHAX_PAPER_TRAILING_MIN_LOCK_PROFIT_PCT", 0.5),
         "trailing_distance_pct": _env_float("ALPHAX_PAPER_TRAILING_DISTANCE_PCT", 1.5),
+        "trailing_move_push_min_interval_seconds": _env_int("ALPHAX_PAPER_TRAILING_MOVE_PUSH_MIN_INTERVAL_SECONDS", 300),
+        "trailing_move_push_min_step_pct": _env_float("ALPHAX_PAPER_TRAILING_MOVE_PUSH_MIN_STEP_PCT", 2.0),
         "trailing_tiers": [
             {"min_pnl_pct": 8.0, "distance_pct": 1.0, "label": "紧贴"},
             {"min_pnl_pct": 5.0, "distance_pct": 1.2, "label": "锁利"},

app/db/paper_trading.py

@@ -71,6 +71,8 @@ def _trailing_config() -> dict:
         "activate_pnl_pct": max(0.0, _safe_float(cfg.get("trailing_activate_pnl_pct"), 3.0)),
         "min_lock_profit_pct": max(0.0, _safe_float(cfg.get("trailing_min_lock_profit_pct"), 0.5)),
         "distance_pct": max(0.1, _safe_float(cfg.get("trailing_distance_pct"), 1.5)),
+        "move_push_min_interval_seconds": max(0, _safe_int(cfg.get("trailing_move_push_min_interval_seconds"), 300)),
+        "move_push_min_step_pct": max(0.0, _safe_float(cfg.get("trailing_move_push_min_step_pct"), 2.0)),
         "tiers": cfg.get("trailing_tiers") if isinstance(cfg.get("trailing_tiers"), list) else [],
     }
 
@@ -87,6 +89,43 @@ def _trailing_distance_pct(pnl_pct: float, cfg: dict) -> tuple[float, str]:
     return distance, label
 
 
+def _parse_time(value: str) -> datetime | None:
+    if not value:
+        return None
+    try:
+        return datetime.fromisoformat(str(value).replace("Z", "+00:00"))
+    except Exception:
+        return None
+
+
+def _should_emit_trailing_move(conn, trade: dict, new_trail: float, event_time: str, cfg: dict) -> bool:
+    last = conn.execute(
+        """
+        SELECT event_time, price
+        FROM paper_trade_events
+        WHERE trade_id=%s AND event_type IN ('trailing_activate','trailing_move')
+        ORDER BY event_time DESC, id DESC
+        LIMIT 1
+        """,
+        (trade["id"],),
+    ).fetchone()
+    if not last:
+        return True
+
+    min_interval = _safe_int(cfg.get("move_push_min_interval_seconds"), 300)
+    if min_interval > 0:
+        current_ts = _parse_time(event_time or _now())
+        last_ts = _parse_time(last["event_time"])
+        if current_ts and last_ts and (current_ts - last_ts).total_seconds() >= min_interval:
+            return True
+
+    last_trail = _safe_float(last["price"])
+    min_step_pct = _safe_float(cfg.get("move_push_min_step_pct"), 2.0)
+    if min_step_pct <= 0 or last_trail <= 0:
+        return True
+    return (new_trail / last_trail - 1) * 100 >= min_step_pct
+
+
 def _loads_json(value, fallback=None):
     try:
         if isinstance(value, str) and value.strip():
@@ -212,6 +251,10 @@ def _card_note(content: str) -> dict:
     return {"tag": "note", "elements": [{"tag": "plain_text", "content": content}]}
 
 
+def _card_md(content: str) -> dict:
+    return {"tag": "div", "text": {"tag": "lark_md", "content": content}}
+
+
 def _push_paper_card(event_type: str, symbol: str, title: str, template: str, fields: list[tuple[str, str]], note: str = "", event_time: str = "") -> None:
     try:
         elements = []
@@ -237,6 +280,13 @@ def _push_paper_card(event_type: str, symbol: str, title: str, template: str, fi
         pass
 
 
+def _push_custom_paper_card(card: dict) -> tuple[bool, object]:
+    try:
+        return push_card(card)
+    except Exception as exc:
+        return False, str(exc)
+
+
 def _push_event_card(event_type: str, trade: dict, result: dict, event_time: str = "") -> None:
     symbol = str(trade.get("symbol") or "")
     short_symbol = symbol.replace("/USDT", "")
@@ -244,14 +294,14 @@ def _push_event_card(event_type: str, trade: dict, result: dict, event_time: str
         _push_paper_card(
             event_type,
             symbol,
-            f"模拟交易开仓 - {short_symbol}",
+            f"交易开仓 - {short_symbol}",
             "blue",
             [
                 ("成交价", _fmt_price(result.get("entry_price"))),
                 ("名义仓位", f"{_safe_float(result.get('notional_usdt')):.2f} USDT"),
                 ("杠杆/保证金", f"{_safe_float(result.get('leverage')):.1f}x / {_safe_float(result.get('margin_usdt')):.2f} USDT"),
             ],
-            "仅用于策略收益验证，不代表真实成交。",
+            "策略信号已进入持仓跟踪。",
             event_time,
         )
         return
@@ -259,7 +309,7 @@ def _push_event_card(event_type: str, trade: dict, result: dict, event_time: str
         _push_paper_card(
             event_type,
             symbol,
-            f"模拟交易平仓 - {short_symbol}",
+            f"交易平仓 - {short_symbol}",
             "red" if _safe_float(result.get("pnl_usdt")) < 0 else "green",
             [
                 ("退出价", _fmt_price(result.get("exit_price"))),
@@ -267,7 +317,7 @@ def _push_event_card(event_type: str, trade: dict, result: dict, event_time: str
                 ("收益额", f"{_safe_float(result.get('pnl_usdt')):.2f} USDT"),
                 ("原因", result.get("exit_reason") or "--"),
             ],
-            "收益只来自 paper_trades 模拟账本。",
+            "收益以交易账本记录为准。",
             event_time,
         )
         return
@@ -275,14 +325,14 @@ def _push_event_card(event_type: str, trade: dict, result: dict, event_time: str
         _push_paper_card(
             event_type,
             symbol,
-            f"模拟交易移动止盈{'启动' if event_type == 'trailing_activate' else '上移'} - {short_symbol}",
+            f"移动止盈{'启动' if event_type == 'trailing_activate' else '上移'} - {short_symbol}",
             "yellow",
             [
                 ("保护价", _fmt_price(result.get("trailing_stop"))),
                 ("当前收益", _fmt_pct(result.get("pnl_pct"))),
                 ("动作", "启动保护" if event_type == "trailing_activate" else "上移保护价"),
             ],
-            "移动止盈用于锁定浮盈，仍以模拟账本为准。",
+            "移动止盈用于锁定浮盈。",
             event_time,
         )
 
@@ -295,7 +345,7 @@ def _push_order_created_card(order: dict, event_time: str = "") -> None:
     _push_paper_card(
         "paper_order_create",
         symbol,
-        f"模拟挂单创建 - {symbol.replace('/USDT', '')}",
+        f"挂单创建 - {symbol.replace('/USDT', '')}",
         "wathet",
         [
             ("目标价", _fmt_price(target)),
@@ -303,7 +353,7 @@ def _push_order_created_card(order: dict, event_time: str = "") -> None:
             ("距目标", _fmt_pct(distance)),
             ("有效期", order.get("expires_at") or "--"),
         ],
-        "等回踩机会已进入模拟挂单，触价后才会进入模拟持仓。",
+        "等回踩机会已进入挂单，触价后进入持仓。",
         event_time,
     )
 
@@ -313,7 +363,7 @@ def _push_order_filled_card(order: dict, result: dict, event_time: str = "") ->
     _push_paper_card(
         "paper_order_fill",
         symbol,
-        f"模拟挂单成交并开仓 - {symbol.replace('/USDT', '')}",
+        f"挂单成交并开仓 - {symbol.replace('/USDT', '')}",
         "green",
         [
             ("挂单价", _fmt_price(order.get("target_price"))),
@@ -321,7 +371,7 @@ def _push_order_filled_card(order: dict, result: dict, event_time: str = "") ->
             ("名义仓位", f"{_safe_float(result.get('notional_usdt')):.2f} USDT"),
             ("来源", order.get("source_status") or "wait_pullback"),
         ],
-        "价格触达理想入场位，模拟挂单已转为 paper trade。",
+        "价格触达理想入场位，挂单已转为持仓。",
         event_time,
     )
 
@@ -386,7 +436,7 @@ def _open_trade(conn, rec: dict, current_price: float, event_time: str, config:
         "open",
         entry_price,
         0.0,
-        "模拟交易开仓：仅用于策略收益验证，不代表真实成交",
+        "交易开仓：策略信号已进入持仓跟踪",
         {
             "notional_usdt": notional,
             "margin_usdt": margin,
@@ -712,7 +762,7 @@ def _close_trade(conn, trade: dict, current_price: float, reason: str, event_tim
         "close",
         exit_price,
         pnl_pct,
-        f"模拟交易平仓：{reason}",
+        f"交易平仓：{reason}",
         {"realized_pnl_usdt": pnl_usdt, "fee_usdt": total_fee},
         now,
     )
@@ -746,28 +796,31 @@ def _update_trailing_stop(conn, trade: dict, current_price: float, pnl_pct: floa
 
     event_type = "trailing_activate" if activated else "trailing_move"
     action_text = "激活" if activated else "上移"
-    message = f"模拟交易移动止盈{action_text}：保护价 {new_trail:.8g}"
-    _record_event(
-        conn,
-        trade["id"],
-        trade["recommendation_id"],
-        trade["symbol"],
-        event_type,
-        new_trail,
-        pnl_pct,
-        message,
-        {
-            "current_price": current_price,
-            "previous_trailing_stop": current_trail,
-            "trailing_stop": new_trail,
-            "activate_pnl_pct": cfg.get("activate_pnl_pct"),
-            "distance_pct": distance_pct,
-            "tier_label": tier_label,
-            "min_lock_profit_pct": cfg.get("min_lock_profit_pct"),
-        },
-        event_time,
-    )
-    _push_event_card(event_type, trade, {"trailing_stop": new_trail}, event_time)
+    should_emit = activated or _should_emit_trailing_move(conn, trade, new_trail, event_time, cfg)
+    if should_emit:
+        message = f"移动止盈{action_text}：保护价 {new_trail:.8g}"
+        _record_event(
+            conn,
+            trade["id"],
+            trade["recommendation_id"],
+            trade["symbol"],
+            event_type,
+            new_trail,
+            pnl_pct,
+            message,
+            {
+                "current_price": current_price,
+                "previous_trailing_stop": current_trail,
+                "trailing_stop": new_trail,
+                "activate_pnl_pct": cfg.get("activate_pnl_pct"),
+                "distance_pct": distance_pct,
+                "tier_label": tier_label,
+                "min_lock_profit_pct": cfg.get("min_lock_profit_pct"),
+                "notification_throttled": False,
+            },
+            event_time,
+        )
+        _push_event_card(event_type, trade, {"trailing_stop": new_trail, "pnl_pct": pnl_pct}, event_time)
     return new_trail, {
         "activated": activated,
         "moved": moved,
@@ -775,6 +828,7 @@ def _update_trailing_stop(conn, trade: dict, current_price: float, pnl_pct: floa
         "previous_trailing_stop": current_trail,
         "distance_pct": distance_pct,
         "tier_label": tier_label,
+        "notification_emitted": should_emit,
     }
 
 
@@ -1066,3 +1120,88 @@ def list_paper_trade_events(limit: int = 80, offset: int = 0, symbol: str = "",
         "offset": offset,
         "has_more": offset + len(items) < int(total or 0),
     }
+
+
+def _report_trade_line(item: dict, closed: bool = False) -> str:
+    symbol = item.get("symbol") or "--"
+    side = "空" if str(item.get("side") or "long").lower() == "short" else "多"
+    pnl = _safe_float(item.get("realized_pnl_pct") if closed else item.get("pnl_pct"))
+    pnl_usdt = _safe_float(item.get("realized_pnl_usdt") if closed else item.get("unrealized_pnl_usdt"))
+    status = item.get("exit_reason") if closed else "持仓中"
+    return f"- **{symbol}** · {side} · {_fmt_pct(pnl)} · {pnl_usdt:+.2f} USDT · {status or '--'}"
+
+
+def _report_order_line(item: dict) -> str:
+    symbol = item.get("symbol") or "--"
+    side = "空" if str(item.get("side") or "long").lower() == "short" else "多"
+    distance = _safe_float(item.get("distance_to_target_pct"))
+    return f"- **{symbol}** · {side} · 目标 {_fmt_price(item.get('target_price'))} · 距目标 {_fmt_pct(distance)}"
+
+
+def send_paper_trading_report(days: int = 30) -> dict:
+    days = max(1, min(_safe_int(days, 30), 365))
+    summary = get_paper_trading_summary(days=days)
+    open_trades = list_paper_trades(limit=5, status="open").get("items", [])
+    closed_trades = list_paper_trades(limit=5, status="closed").get("items", [])
+    pending_orders = list_paper_orders(limit=5, status="pending").get("items", [])
+
+    total_pnl = _safe_float(summary.get("total_pnl_usdt"))
+    realized = _safe_float(summary.get("realized_pnl_usdt"))
+    unrealized = _safe_float(summary.get("open_unrealized_pnl_usdt"))
+    initial_equity = _safe_float(summary.get("initial_equity_usdt"))
+    current_balance = _safe_float(summary.get("current_balance_usdt"))
+    return_pct = _safe_float(summary.get("account_total_return_pct"))
+    win_rate = _safe_float(summary.get("win_rate"))
+    template = "green" if total_pnl >= 0 else "red"
+    elements = [
+        {
+            "tag": "column_set",
+            "flex_mode": "none",
+            "background_style": "default",
+            "columns": [
+                {"tag": "column", "width": "weighted", "weight": 1, "elements": [_card_field("初始资金", f"{initial_equity:.2f} USDT")]},
+                {"tag": "column", "width": "weighted", "weight": 1, "elements": [_card_field("当前资金", f"{current_balance:.2f} USDT")]},
+                {"tag": "column", "width": "weighted", "weight": 1, "elements": [_card_field("账户收益率", _fmt_pct(return_pct))]},
+            ],
+        },
+        {
+            "tag": "column_set",
+            "flex_mode": "none",
+            "background_style": "default",
+            "columns": [
+                {"tag": "column", "width": "weighted", "weight": 1, "elements": [_card_field("总收益", f"{total_pnl:+.2f} USDT")]},
+                {"tag": "column", "width": "weighted", "weight": 1, "elements": [_card_field("成功率", f"{_fmt_pct(win_rate)} ({summary.get('win_count', 0)}/{summary.get('closed_count', 0)})")]},
+                {"tag": "column", "width": "weighted", "weight": 1, "elements": [_card_field("交易数量", f"持仓 {summary.get('open_count', 0)} / 平仓 {summary.get('closed_count', 0)} / 挂单 {summary.get('pending_order_count', 0)}")]},
+            ],
+        },
+        _card_md(
+            "**战绩概览**\n"
+            f"- 已实现: {realized:+.2f} USDT\n"
+            f"- 浮动收益: {unrealized:+.2f} USDT\n"
+            f"- 平均平仓收益率: {_fmt_pct(summary.get('avg_realized_pnl_pct'))}\n"
+            f"- 持仓名义价值: {_safe_float(summary.get('open_position_value_usdt')):.2f} USDT\n"
+            f"- 已占用保证金: {_safe_float(summary.get('allocated_margin_usdt')):.2f} USDT\n"
+            f"- 可用资金: {_safe_float(summary.get('available_equity_usdt')):.2f} USDT\n"
+            f"- 累计杠杆: {_safe_float(summary.get('cumulative_leverage')):.2f}x"
+        ),
+        _card_md("**当前持仓**\n" + ("\n".join(_report_trade_line(x) for x in open_trades) if open_trades else "- 暂无持仓")),
+        _card_md("**等待成交**\n" + ("\n".join(_report_order_line(x) for x in pending_orders) if pending_orders else "- 暂无挂单")),
+        _card_md("**最近平仓**\n" + ("\n".join(_report_trade_line(x, closed=True) for x in closed_trades) if closed_trades else "- 暂无平仓记录")),
+        _card_note(f"报告周期: 最近 {days} 天 · 发送时间: {_now()}"),
+    ]
+    ok, push_result = _push_custom_paper_card({
+        "metadata": {"source": "paper_trading", "event_type": "trade_report", "symbol": "ALL"},
+        "config": {"wide_screen_mode": True},
+        "header": {
+            "template": template,
+            "title": {"tag": "plain_text", "content": f"交易报告 - 最近 {days} 天"},
+        },
+        "elements": elements,
+    })
+    return {
+        "ok": bool(ok),
+        "days": days,
+        "summary": summary,
+        "sent_at": _now(),
+        "push_result": push_result,
+    }

app/web/routes_paper_trading.py

@@ -1,6 +1,12 @@
 from fastapi import APIRouter, Cookie
 
-from app.db.paper_trading import get_paper_trading_summary, list_paper_orders, list_paper_trade_events, list_paper_trades
+from app.db.paper_trading import (
+    get_paper_trading_summary,
+    list_paper_orders,
+    list_paper_trade_events,
+    list_paper_trades,
+    send_paper_trading_report,
+)
 from app.web.shared import require_admin
 
 
@@ -45,3 +51,9 @@ async def api_paper_trading_events(
 ):
     require_admin(altcoin_session)
     return list_paper_trade_events(limit=limit, offset=offset, symbol=symbol, event_type=event_type)
+
+
+@router.post("/api/paper-trading/report")
+async def api_paper_trading_report(days: int = 30, altcoin_session: str = Cookie(default="")):
+    require_admin(altcoin_session)
+    return send_paper_trading_report(days=days)

static/paper_trading.html

@@ -13,10 +13,12 @@
       <p>这里展示的是 paper trading 账本：只有系统把可买信号模拟成交后，才会进入收益统计。推荐历史和观察池不会直接产生收益率。</p>
     </div>
     <div class="actions">
+      <button class="btn" id="sendReportBtn" onclick="sendReport()">发送模拟交易报告</button>
       <button class="btn" onclick="loadAll()">刷新</button>
     </div>
   </div>
   <div class="note" id="paperNote">模拟交易只统计已经进入 paper trading 的信号。页面用账户余额、持仓价值、累计杠杆和实际盈亏展示策略表现，不再把观察池或推荐归档当作收益。</div>
+  <div class="note" id="reportNote" style="display:none"></div>
   <div class="kpis" id="kpis"><div class="kpi"><span>状态</span><b>加载中</b></div></div>
   <div class="tabs" role="tablist" aria-label="模拟交易视图切换">
     <button class="tab-btn active" id="tab-open" type="button" onclick="setTradeTab('open')" role="tab" aria-selected="true">持仓中</button>
@@ -99,7 +101,9 @@ function sideText(v){return String(v||'long').toLowerCase()==='short'?'空':'多
 function sideBadge(v){var s=String(v||'long').toLowerCase();return '<span class="badge '+(s==='short'?'side-short':'side-long')+'">'+sideText(s)+'</span>'}
 function setTradeTab(tab){['open','orders','completed','events'].forEach(function(k){var on=k===tab;$('tab-'+k).classList.toggle('active',on);$('tab-'+k).setAttribute('aria-selected',on?'true':'false');$('panel-'+k).classList.toggle('active',on)})}
 async function api(url){var r=await fetch(url);var d=await r.json().catch(function(){return{}});if(!r.ok)throw new Error(d.detail||d.error||'请求失败');return d}
+async function postApi(url){var r=await fetch(url,{method:'POST'});var d=await r.json().catch(function(){return{}});if(!r.ok)throw new Error(d.detail||d.error||'请求失败');return d}
 async function loadAll(){await Promise.all([loadSummary(),loadOrders(),loadOpenTrades(openOffset),loadCompleted(),loadEvents(eventOffset)])}
+async function sendReport(){var btn=$('sendReportBtn'),note=$('reportNote');btn.disabled=true;btn.textContent='发送中...';note.style.display='block';note.textContent='正在汇总当前交易数据并发送飞书报告...';try{var d=await postApi('/api/paper-trading/report?days=30');note.textContent=d.ok?'报告已发送到飞书。':'报告生成完成，但飞书发送未成功：'+String(d.push_result||'未知原因');await loadSummary()}catch(e){note.textContent='发送失败：'+e.message}finally{btn.disabled=false;btn.textContent='发送模拟交易报告'}}
 async function loadSummary(){try{var d=await api('/api/paper-trading/summary?days=30');var totalPnl=Number(d.total_pnl_usdt||0),realized=Number(d.realized_pnl_usdt||0),unrealized=Number(d.open_unrealized_pnl_usdt||0),ret=Number(d.account_total_return_pct||0);$('paperNote').textContent='当前账户余额 = 初始本金 + 已实现收益 + 持仓浮动收益。累计杠杆按当前持仓名义价值 ÷ 当前账户余额计算，用来衡量账户整体暴露。';$('kpis').innerHTML=[
   card('当前账户余额',fmt(d.current_balance_usdt||d.account_equity_usdt||0,2)+'U',totalPnl>=0?'green':'red','初始本金 '+fmt(d.initial_equity_usdt||d.account_equity_usdt||0,0)+'U'),
   card('当前持仓价值',fmt(d.open_position_value_usdt||0,0)+'U','blue',(d.open_count||0)+' 个持仓中'),

tests/test_paper_trading.py

@@ -3,7 +3,42 @@ import json
 import pytest
 
 from app.db import altcoin_db
-from app.db.paper_trading import get_paper_trading_summary, list_paper_orders, list_paper_trade_events, list_paper_trades, sync_recommendation
+from app.db.paper_trading import (
+    get_paper_trading_summary,
+    list_paper_orders,
+    list_paper_trade_events,
+    list_paper_trades,
+    send_paper_trading_report,
+    sync_recommendation,
+)
+
+
+def _visible_card_text(card: dict) -> str:
+    texts = []
+
+    def walk(value):
+        if isinstance(value, dict):
+            content = value.get("content")
+            if isinstance(content, str):
+                texts.append(content)
+            for child in value.values():
+                walk(child)
+        elif isinstance(value, list):
+            for child in value:
+                walk(child)
+
+    walk(card.get("header"))
+    walk(card.get("elements"))
+    return "\n".join(texts)
+
+
+def _assert_no_paper_trading_copy(card: dict) -> None:
+    text = _visible_card_text(card).lower()
+    assert "模拟" not in text
+    assert "paper trading" not in text
+    assert "paper-trading" not in text
+    assert "paper trade" not in text
+    assert "paper_trades" not in text
 
 
 @pytest.fixture
@@ -183,7 +218,8 @@ def test_wait_pullback_paper_order_pushes_created_card(monkeypatch):
     assert pushed
     card = pushed[0]
     assert card["metadata"]["event_type"] == "paper_order_create"
-    assert "模拟挂单创建" in card["header"]["title"]["content"]
+    assert "挂单创建" in card["header"]["title"]["content"]
+    _assert_no_paper_trading_copy(card)
     assert card["elements"][0]["tag"] == "column_set"
 
 
@@ -330,7 +366,8 @@ def test_wait_pullback_paper_order_fill_pushes_single_combined_card(monkeypatch)
 
     event_types = [card["metadata"]["event_type"] for card in pushed]
     assert event_types == ["paper_order_create", "paper_order_fill"]
-    assert "模拟挂单成交并开仓" in pushed[1]["header"]["title"]["content"]
+    assert "挂单成交并开仓" in pushed[1]["header"]["title"]["content"]
+    _assert_no_paper_trading_copy(pushed[1])
     assert "open" not in event_types
 
 
@@ -343,10 +380,64 @@ def test_paper_trade_open_push_card_is_structured(monkeypatch, buy_now_rec):
     assert pushed
     card = pushed[0]
     assert card["metadata"]["event_type"] == "open"
-    assert "模拟交易开仓" in card["header"]["title"]["content"]
+    assert "交易开仓" in card["header"]["title"]["content"]
+    _assert_no_paper_trading_copy(card)
     assert card["elements"][0]["tag"] == "column_set"
 
 
+def test_trailing_move_push_is_throttled_but_stop_still_updates(monkeypatch, buy_now_rec):
+    pushed = []
+    rec = dict(buy_now_rec)
+    rec["tp1"] = 200
+    rec["tp2"] = 220
+    rec["entry_plan"] = {
+        "entry_action": "可即刻买入",
+        "entry_price": 100,
+        "stop_loss": 95,
+        "tp1": 200,
+        "tp2": 220,
+        "entry_trigger_confirmed": True,
+        "risk_reward_ok": True,
+    }
+    monkeypatch.setenv("ALPHAX_PAPER_TRAILING_STOP_ENABLED", "1")
+    monkeypatch.setenv("ALPHAX_PAPER_TRAILING_ACTIVATE_PNL_PCT", "3")
+    monkeypatch.setenv("ALPHAX_PAPER_TRAILING_MOVE_PUSH_MIN_INTERVAL_SECONDS", "300")
+    monkeypatch.setenv("ALPHAX_PAPER_TRAILING_MOVE_PUSH_MIN_STEP_PCT", "2")
+    monkeypatch.setattr("app.db.paper_trading.push_card", lambda card: pushed.append(card) or (True, {"StatusCode": 0}))
+
+    sync_recommendation(rec, 100, event_time="2026-05-16T10:00:00")
+    activated = sync_recommendation(rec, 105, event_time="2026-05-16T10:01:00")
+    small_move = sync_recommendation(rec, 105.5, event_time="2026-05-16T10:01:05")
+    large_move = sync_recommendation(rec, 108, event_time="2026-05-16T10:01:10")
+
+    assert small_move["moved"] is True
+    assert small_move["trailing_stop"] > activated["trailing_stop"]
+    assert small_move["notification_emitted"] is False
+    assert large_move["notification_emitted"] is True
+    assert [card["metadata"]["event_type"] for card in pushed] == ["open", "trailing_activate", "trailing_move"]
+    _assert_no_paper_trading_copy(pushed[-1])
+
+
+def test_send_paper_trading_report_pushes_performance_summary(monkeypatch, buy_now_rec):
+    pushed = []
+    monkeypatch.setattr("app.db.paper_trading.push_card", lambda card: pushed.append(card) or (True, {"StatusCode": 0}))
+
+    sync_recommendation(buy_now_rec, 100, event_time="2026-05-16T10:00:00")
+    sync_recommendation(buy_now_rec, 106, event_time="2026-05-16T10:05:00")
+    result = send_paper_trading_report(days=30)
+
+    assert result["ok"] is True
+    assert pushed[-1]["metadata"]["event_type"] == "trade_report"
+    text = _visible_card_text(pushed[-1])
+    assert "交易报告" in text
+    assert "初始资金" in text
+    assert "当前资金" in text
+    assert "账户收益率" in text
+    assert "成功率" in text
+    assert "战绩概览" in text
+    _assert_no_paper_trading_copy(pushed[-1])
+
+
 def test_summary_counts_pending_paper_orders(monkeypatch):
     monkeypatch.setenv("ALPHAX_PAPER_TRADING_ENABLED", "1")
     altcoin_db.init_db()