{
  "name": "strategy_management",
  "kind": "management",
  "domain": "strategy",
  "description": "当用户想创建、查看、修改、删除、激活或复制策略模板时调用。策略模板不能直接启动运行；只有绑定了该策略的交易员可以启动。",
  "field_constraints": {
    "name": {
      "type": "string",
      "required": true,
      "max_length": 50,
      "description": "策略模板名称，必填，最多 50 个字符。"
    },
    "description": {
      "type": "string",
      "description": "策略描述，可选。"
    },
    "is_public": {
      "type": "bool",
      "default": false,
      "description": "是否发布到策略市场。"
    },
    "config_visible": {
      "type": "bool",
      "default": true,
      "description": "发布到市场后，是否允许别人查看策略配置。"
    },
    "lang": {
      "type": "enum",
      "values": ["zh", "en"],
      "default": "zh",
      "description": "策略语言，zh 或 en，影响 AI 决策时使用的语言。"
    },
    "strategy_type": {
      "type": "enum",
      "values": ["ai_trading", "grid_trading"],
      "default": "ai_trading",
      "description": "策略类型：ai_trading（AI 量化）或 grid_trading（网格策略）。"
    },
    "symbol": {
      "type": "string",
      "description": "网格策略的交易对，例如 BTCUSDT。"
    },
    "source_type": {
      "type": "enum",
      "values": ["static", "ai500", "oi_top", "oi_low", "mixed"],
      "description": "选币来源类型。static=用户指定静态币池，ai500=AI500榜单，oi_top=持仓量增长，oi_low=持仓量下降，mixed=混合。"
    },
    "static_coins": {
      "type": "string_array",
      "description": "静态币池，例如 [\"BTCUSDT\", \"ETHUSDT\"]，source_type=static 时使用。"
    },
    "excluded_coins": {
      "type": "string_array",
      "description": "排除币列表，所有来源均会排除这些币。"
    },
    "primary_timeframe": {
      "type": "string",
      "values": ["1m", "3m", "5m", "15m", "30m", "1h", "2h", "4h", "6h", "8h", "12h", "1d", "3d", "1w"],
      "description": "主 K 线周期，例如 5m、15m、1h。"
    },
    "selected_timeframes": {
      "type": "string_array",
      "description": "多周期分析时间框架列表，例如 [\"5m\",\"15m\",\"1h\"]。"
    },
    "btceth_max_leverage": {
      "type": "int",
      "min": 1,
      "max": 20,
      "description": "BTC/ETH 最大杠杆倍数，范围 1～20。"
    },
    "altcoin_max_leverage": {
      "type": "int",
      "min": 1,
      "max": 20,
      "description": "山寨币最大杠杆倍数，范围 1～20。"
    },
    "max_positions": {
      "type": "int",
      "min": 1,
      "description": "最大同时持仓数量，最小 1。"
    },
    "min_confidence": {
      "type": "int",
      "min": 0,
      "max": 100,
      "description": "最小开仓置信度，范围 0～100，数值越高开单越谨慎。"
    },
    "min_risk_reward_ratio": {
      "type": "float",
      "min": 0.1,
      "description": "最小盈亏比，例如 1.5 表示每笔交易至少 1.5 倍风险收益比。"
    },
    "custom_prompt": {
      "type": "text",
      "description": "自定义 AI 提示词，追加到策略基础提示词之后。"
    },
    "role_definition": {
      "type": "text",
      "description": "AI 角色定义，描述 AI 的交易风格和定位。"
    },
    "trading_frequency": {
      "type": "text",
      "description": "交易频率描述，例如：每天最多开 3 笔。"
    },
    "entry_standards": {
      "type": "text",
      "description": "入场标准描述，例如：只在趋势明确时开仓。"
    },
    "decision_process": {
      "type": "text",
      "description": "决策流程描述，例如：先看大周期趋势，再看小周期入场点。"
    },
    "grid_count": {
      "type": "int",
      "min": 2,
      "description": "网格数量，grid_trading 类型专用，最小 2。"
    },
    "total_investment": {
      "type": "float",
      "min": 0,
      "description": "网格总投入金额，grid_trading 类型专用。"
    },
    "leverage": {
      "type": "int",
      "min": 1,
      "max": 5,
      "description": "网格策略杠杆倍数，手动页面当前范围 1～5。"
    },
    "upper_price": {
      "type": "float",
      "description": "网格上边界价格，grid_trading 类型专用。"
    },
    "lower_price": {
      "type": "float",
      "description": "网格下边界价格，grid_trading 类型专用，必须小于 upper_price。"
    },
    "distribution": {
      "type": "enum",
      "values": ["uniform", "gaussian", "pyramid"],
      "description": "网格分布方式：uniform=均匀，gaussian=正态，pyramid=金字塔。"
    },
    "use_atr_bounds": {
      "type": "bool",
      "default": false,
      "description": "网格边界是否改为按 ATR 动态计算。"
    },
    "atr_multiplier": {
      "type": "float",
      "min": 0,
      "description": "ATR 边界倍数，use_atr_bounds=true 时使用。"
    },
    "enable_direction_adjust": {
      "type": "bool",
      "default": false,
      "description": "是否启用方向偏置调整。"
    },
    "direction_bias_ratio": {
      "type": "float",
      "min": 0,
      "description": "方向偏置比例，决定多空倾向强弱。"
    },
    "max_drawdown_pct": {
      "type": "float",
      "min": 0,
      "max": 100,
      "description": "最大回撤百分比止损，范围 0～100。"
    },
    "stop_loss_pct": {
      "type": "float",
      "min": 0,
      "max": 100,
      "description": "止损百分比，范围 0～100。"
    },
    "daily_loss_limit_pct": {
      "type": "float",
      "min": 0,
      "max": 100,
      "description": "每日最大亏损比例，达到后当天停止新开仓。"
    },
    "use_maker_only": {
      "type": "bool",
      "default": false,
      "description": "是否优先只挂 maker 单。"
    },
    "use_ai500": {
      "type": "bool",
      "default": false,
      "description": "是否启用 AI500 榜单作为候选币来源。"
    },
    "ai500_limit": {
      "type": "int",
      "min": 1,
      "description": "AI500 榜单选取数量。"
    },
    "use_oi_top": {
      "type": "bool",
      "default": false,
      "description": "是否启用 OI Top 作为候选币来源。"
    },
    "oi_top_limit": {
      "type": "int",
      "min": 1,
      "description": "OI Top 选取数量。"
    },
    "use_oi_low": {
      "type": "bool",
      "default": false,
      "description": "是否启用 OI Low 作为候选币来源。"
    },
    "oi_low_limit": {
      "type": "int",
      "min": 1,
      "description": "OI Low 选取数量。"
    },
    "primary_count": {
      "type": "int",
      "min": 1,
      "description": "主周期样本数量。"
    },
    "enable_ema": {
      "type": "bool",
      "default": false,
      "description": "是否启用 EMA 指标。"
    },
    "enable_macd": {
      "type": "bool",
      "default": false,
      "description": "是否启用 MACD 指标。"
    },
    "enable_rsi": {
      "type": "bool",
      "default": false,
      "description": "是否启用 RSI 指标。"
    },
    "enable_atr": {
      "type": "bool",
      "default": false,
      "description": "是否启用 ATR 指标。"
    },
    "enable_boll": {
      "type": "bool",
      "default": false,
      "description": "是否启用布林带指标。"
    },
    "enable_volume": {
      "type": "bool",
      "default": false,
      "description": "是否启用成交量指标。"
    },
    "enable_oi": {
      "type": "bool",
      "default": false,
      "description": "是否启用持仓量指标。"
    },
    "enable_funding_rate": {
      "type": "bool",
      "default": false,
      "description": "是否启用资金费率指标。"
    },
    "ema_periods": {
      "type": "int_array",
      "description": "EMA 周期列表，例如 [9,21,55]。"
    },
    "rsi_periods": {
      "type": "int_array",
      "description": "RSI 周期列表。"
    },
    "atr_periods": {
      "type": "int_array",
      "description": "ATR 周期列表。"
    },
    "boll_periods": {
      "type": "int_array",
      "description": "布林带周期列表。"
    },
    "nofxos_api_key": {
      "type": "credential",
      "description": "量化数据 API Key。"
    },
    "enable_quant_data": {
      "type": "bool",
      "default": false,
      "description": "是否启用量化数据增强。"
    },
    "enable_quant_oi": {
      "type": "bool",
      "default": false,
      "description": "是否启用量化持仓量数据。"
    },
    "enable_quant_netflow": {
      "type": "bool",
      "default": false,
      "description": "是否启用量化净流入数据。"
    },
    "enable_oi_ranking": {
      "type": "bool",
      "default": false,
      "description": "是否启用 OI 排行榜。"
    },
    "oi_ranking_duration": {
      "type": "string",
      "description": "OI 排行榜统计周期。"
    },
    "oi_ranking_limit": {
      "type": "int",
      "min": 1,
      "description": "OI 排行榜返回数量。"
    },
    "enable_netflow_ranking": {
      "type": "bool",
      "default": false,
      "description": "是否启用净流入排行榜。"
    },
    "netflow_ranking_duration": {
      "type": "string",
      "description": "净流入排行榜统计周期。"
    },
    "netflow_ranking_limit": {
      "type": "int",
      "min": 1,
      "description": "净流入排行榜返回数量。"
    },
    "enable_price_ranking": {
      "type": "bool",
      "default": false,
      "description": "是否启用价格波动排行榜。"
    },
    "price_ranking_duration": {
      "type": "string",
      "description": "价格排行榜统计周期。"
    },
    "price_ranking_limit": {
      "type": "int",
      "min": 1,
      "description": "价格排行榜返回数量。"
    },
    "btceth_max_position_value_ratio": {
      "type": "float",
      "min": 0,
      "description": "BTC/ETH 单仓最大仓位价值占比。"
    },
    "altcoin_max_position_value_ratio": {
      "type": "float",
      "min": 0,
      "description": "山寨币单仓最大仓位价值占比。"
    },
    "max_margin_usage": {
      "type": "float",
      "min": 0,
      "description": "最大保证金占用比例。"
    }
  },
  "validation_rules": [
    "btceth_max_leverage 和 altcoin_max_leverage 范围均为 1～20，超出时自动收敛并告知用户。",
    "grid_trading 的 leverage 需与手动页面一致，范围 1～5，超出时自动收敛并告知用户。",
    "min_confidence 范围 0～100，超出时自动收敛并告知用户。",
    "grid_trading 类型时，lower_price 必须小于 upper_price，否则提示用户修正。",
    "grid_count 最小为 2，低于 2 时提示用户修正。",
    "策略模板不能直接启动运行，只有绑定了该策略的交易员才能启动。",
    "删除操作不可逆，必须先向用户确认再执行。",
    "激活（activate）操作将该策略设为默认模板，不是启动运行。",
    "scan_interval_minutes、initial_balance、lighter_api_key_index 这类交易员/交易所边界值不属于策略本身，若用户在改策略时提到，应引导去对应 trader 或 exchange 配置。",
    "btceth_max_position_value_ratio、altcoin_max_position_value_ratio、max_margin_usage 等风控字段若越界，应先自动收敛或提示用户确认修正后的值。",
    "最小开仓金额是系统固定值 12 USDT，Agent 不能修改；若用户要求改这个值，应直接说明这是手动面板中的 System enforced 固定项。",
    "启用量化数据相关开关时，若需要 nofxos_api_key，应主动提醒用户补齐。",
    "启用排行榜相关能力时，只修改用户明确提到的 enable_*、duration、limit 字段，不要偷偷打开其他排行榜。"
  ],
  "actions": {
    "create": {
      "description": "创建策略模板。至少需要名称，其他配置可按需追问或按默认值补齐。",
      "required_slots": ["name"],
      "optional_slots": ["description", "is_public", "config_visible", "lang", "strategy_type", "symbol", "source_type", "static_coins", "excluded_coins", "primary_timeframe", "selected_timeframes", "btceth_max_leverage", "altcoin_max_leverage", "max_positions", "min_confidence", "min_risk_reward_ratio", "custom_prompt", "role_definition", "trading_frequency", "entry_standards", "decision_process", "use_atr_bounds", "atr_multiplier", "enable_direction_adjust", "direction_bias_ratio", "grid_count", "total_investment", "leverage", "upper_price", "lower_price", "distribution", "max_drawdown_pct", "stop_loss_pct", "daily_loss_limit_pct", "use_maker_only", "use_ai500", "ai500_limit", "use_oi_top", "oi_top_limit", "use_oi_low", "oi_low_limit", "primary_count", "enable_ema", "enable_macd", "enable_rsi", "enable_atr", "enable_boll", "enable_volume", "enable_oi", "enable_funding_rate", "ema_periods", "rsi_periods", "atr_periods", "boll_periods", "nofxos_api_key", "enable_quant_data", "enable_quant_oi", "enable_quant_netflow", "enable_oi_ranking", "oi_ranking_duration", "oi_ranking_limit", "enable_netflow_ranking", "netflow_ranking_duration", "netflow_ranking_limit", "enable_price_ranking", "price_ranking_duration", "price_ranking_limit", "btceth_max_position_value_ratio", "altcoin_max_position_value_ratio", "max_margin_usage"],
      "goal": "创建一个可供 trader 绑定使用的策略模板。",
      "dynamic_rules": [
        "若用户只是要给 trader 绑定现有策略，应优先在父任务里补 strategy 槽位，而不是误开新的 create。",
        "若用户明确要求新建策略，至少先收齐名称；其他配置可继续追问或按默认值协助补齐。",
        "策略模板不能直接启动运行；本动作成功后通常返回 strategy_id 供后续 trader 绑定使用。",
        "杠杆超出 1～20 范围时，自动收敛并告知用户。"
      ],
      "success_output": "返回 strategy_id 和新策略摘要（名称、类型、主要配置）。",
      "failure_output": "明确指出仍缺哪些核心参数，或说明需要先确认的风控收敛结果。"
    },
    "update": {
      "description": "更新策略模板的任意可编辑字段。",
      "required_slots": ["target_ref"],
      "optional_slots": ["name", "description", "is_public", "config_visible", "symbol", "source_type", "static_coins", "excluded_coins", "primary_timeframe", "selected_timeframes", "btceth_max_leverage", "altcoin_max_leverage", "max_positions", "min_confidence", "min_risk_reward_ratio", "custom_prompt", "role_definition", "trading_frequency", "entry_standards", "decision_process", "grid_count", "total_investment", "leverage", "upper_price", "lower_price", "distribution", "use_atr_bounds", "atr_multiplier", "enable_direction_adjust", "direction_bias_ratio", "max_drawdown_pct", "stop_loss_pct", "daily_loss_limit_pct", "use_maker_only", "use_ai500", "ai500_limit", "use_oi_top", "oi_top_limit", "use_oi_low", "oi_low_limit", "primary_count", "enable_ema", "enable_macd", "enable_rsi", "enable_atr", "enable_boll", "enable_volume", "enable_oi", "enable_funding_rate", "ema_periods", "rsi_periods", "atr_periods", "boll_periods", "nofxos_api_key", "enable_quant_data", "enable_quant_oi", "enable_quant_netflow", "enable_oi_ranking", "oi_ranking_duration", "oi_ranking_limit", "enable_netflow_ranking", "netflow_ranking_duration", "netflow_ranking_limit", "enable_price_ranking", "price_ranking_duration", "price_ranking_limit", "btceth_max_position_value_ratio", "altcoin_max_position_value_ratio", "max_margin_usage"],
      "goal": "更新一个已有策略模板的指定配置，而不覆盖未提及字段。",
      "dynamic_rules": [
        "只更新用户明确提到的字段，不要覆盖未提及的字段。",
        "杠杆超出 1～20 范围时，自动收敛并告知用户。",
        "grid_trading 类型时，lower_price 必须小于 upper_price。"
      ],
      "success_output": "返回 strategy_id 和更新后的策略摘要。",
      "failure_output": "明确指出目标策略不存在、参数非法，或仍缺哪个关键字段。"
    },
    "update_name": {
      "description": "仅修改策略模板名称。",
      "required_slots": ["target_ref", "name"],
      "goal": "仅修改策略模板名称。",
      "dynamic_rules": [
        "若输入里还包含其他配置项，应优先转去更通用的 update 或 update_config。"
      ],
      "success_output": "返回 strategy_id，并明确告知新的策略名称。",
      "failure_output": "明确指出目标策略不存在，或新的名称仍未收齐。"
    },
    "update_prompt": {
      "description": "仅修改策略的 custom_prompt 或 prompt_sections（role_definition、trading_frequency、entry_standards、decision_process）。",
      "required_slots": ["target_ref"],
      "optional_slots": ["custom_prompt", "role_definition", "trading_frequency", "entry_standards", "decision_process"],
      "goal": "更新策略模板的提示词相关内容，而不改动其他配置。",
      "dynamic_rules": [
        "若用户一次修改多个 prompt section，应整体应用并在结果里清楚说明。",
        "若用户实际是在改纯配置项，应转去 update_config。",
        "当需要收集 custom_prompt 或 prompt_sections 等长文本槽位，而用户表达了“交给你”“你帮我写”“你自己设计”等委托生成意图时，严禁再次机械索要原文。",
        "此时你必须直接以量化专家身份先拟出一版高质量文本，将生成内容写入对应字段，并在回复里展示草稿让用户确认是否直接采用。"
      ],
      "success_output": "返回 strategy_id，并明确告知哪些 prompt 字段已更新。",
      "failure_output": "明确指出目标策略不存在，或新的 prompt 内容仍不完整。"
    },
    "update_config": {
      "description": "修改策略的某个具体配置参数（选币来源、指标、风控参数等）。",
      "required_slots": ["target_ref", "config_field", "config_value"],
      "goal": "修改策略模板中的一个或一组具体配置参数。",
      "dynamic_rules": [
        "配置值超出手动面板边界时，应先自动收敛并明确告知用户。",
        "若用户一次提到多个配置 patch，可在同一轮内整体应用，但要明确说明最终修改了哪些字段。",
        "当配置更新涉及 custom_prompt、role_definition、trading_frequency、entry_standards、decision_process、description、name 等文本槽位，且用户表达了“交给你”“你帮我写”“你自己设计”等委托生成意图时，严禁再次向用户索要正文。",
        "此时你必须直接生成一版可用文本，写入对应 extracted 字段，并用确认式问题向用户展示：“我先为你拟了一版……，要直接按这版更新吗？”"
      ],
      "success_output": "返回 strategy_id，并明确告知已修改的配置字段及其最终值。",
      "failure_output": "明确指出目标策略不存在、配置字段非法，或值仍需用户澄清。"
    },
    "activate": {
      "description": "将策略模板设为默认模板（激活）。注意：这不是启动运行，只是设为默认。",
      "required_slots": ["target_ref"],
      "goal": "将某个策略模板设为默认模板，而不是直接运行它。",
      "dynamic_rules": [
        "必须明确区分“激活模板”和“启动交易员运行”，不要把 activate 解释成运行。"
      ],
      "success_output": "返回 strategy_id，并明确告知该策略已被设为默认模板。",
      "failure_output": "明确指出目标策略不存在，或激活失败原因。"
    },
    "duplicate": {
      "description": "复制策略模板，生成一个新的同配置模板。",
      "required_slots": ["target_ref", "name"],
      "goal": "复制一个现有策略模板并生成新的模板名称。",
      "dynamic_rules": [
        "新名称必须单独收齐；若名称有歧义或为空，应先继续追问。"
      ],
      "success_output": "返回新的 strategy_id，并明确告知复制后的策略名称。",
      "failure_output": "明确指出目标策略不存在，或新名称仍未收齐。"
    },
    "delete": {
      "description": "删除策略模板，不可逆操作，必须确认。",
      "required_slots": ["target_ref"],
      "needs_confirmation": true,
      "goal": "删除一个策略模板。",
      "dynamic_rules": [
        "必须在确认后执行，并明确提醒删除不可逆。",
        "若策略是默认模板或受系统保护，应向用户解释限制。"
      ],
      "success_output": "返回删除成功结果，并明确告知该策略模板已被移除。",
      "failure_output": "明确指出缺少确认、目标策略不存在，或删除失败原因。"
    },
    "query_list": {
      "description": "查询所有策略模板列表，包含名称、类型、是否为默认模板。",
      "goal": "列出当前用户可见的策略模板，便于后续选择或绑定。",
      "dynamic_rules": [
        "优先返回名称、类型、默认状态，不必展开全部详细配置。"
      ],
      "success_output": "返回策略模板列表摘要。",
      "failure_output": "若列表为空，应明确告知当前没有策略模板。"
    },
    "query_detail": {
      "description": "查询某个策略模板的详细配置，包括选币来源、指标、风控参数、提示词等。",
      "required_slots": ["target_ref"],
      "goal": "读取一个策略模板的详细配置。",
      "dynamic_rules": [
        "若目标有歧义，应先澄清再返回详情。"
      ],
      "success_output": "返回目标策略模板的详细配置摘要。",
      "failure_output": "明确指出目标策略不存在，或当前引用已经失效。"
    }
  },
  "tool_mapping": {
    "create": "manage_strategy:create",
    "update": "manage_strategy:update",
    "update_name": "manage_strategy:update",
    "update_prompt": "manage_strategy:update",
    "update_config": "manage_strategy:update",
    "activate": "manage_strategy:activate",
    "duplicate": "manage_strategy:duplicate",
    "delete": "manage_strategy:delete",
    "query_list": "get_strategies",
    "query_detail": "get_strategies"
  }
}