desic-okx-agent 0.1.9 → 0.2.1

package/README.md

@@ -1,55 +1,54 @@
 # Desic OKX Agent
 
-An independent local OKX runtime, MCP server, CLI, and reusable agent skills for Codex, Claude Code, and other MCP clients.
+[简体中文](README.md) | [English](README.en.md)
 
-> [!IMPORTANT]
-> Desic OKX Agent is an independent community project. It is not affiliated with, endorsed by, or an official product of OKX.
-
-## What it provides
-
-- A shared local Runtime reused by multiple MCP and CLI clients
-- In-memory ticker, order book, trades, candles, funding, mark price, and open-interest data
-- Time-aligned decision snapshots with freshness and consistency metadata
-- Public market and derivatives tools that work without API credentials
-- Named OKX accounts for balances, positions, orders, fills, bills, and risk summaries
-- Direct ordinary-order, algo-order, leverage, amend, cancel, and close-position operations
-- Experimental News and Smart Money intelligence with SQLite history fallback
-- Seven reusable analysis and trading skills
-- SQLite WAL persistence for closed candles, intelligence history, derived events, and execution records
-
-The project does not expose withdrawal, deposit, transfer, asset-movement, or API-key-management tools.
+面向 Codex、Claude Code 及其他 MCP 客户端的独立 OKX 本地 Runtime、MCP Server、CLI 和 Agent Skills。
 
-## Requirements
+> [!IMPORTANT]
+> Desic OKX Agent 是独立的社区项目，并非 OKX 官方产品，也未获得 OKX 的认可或背书。
 
-- Node.js 22.12 or newer
-- npm
-- Network access to OKX, or an HTTP/HTTPS proxy that can reach OKX
+## 安装
 
-## Install
+要求 Node.js 22.12 或更高版本，以及能够访问 OKX 的网络或 HTTP/HTTPS 代理。
 
-Install the published package:
+首次安装只需两条命令：
 
 ```bash
 npm install --global desic-okx-agent
+desic-okx setup
 ```
 
-This registers the `desic-okx` command on the local machine.
+两条命令作用不同：
+
+1. `npm install` 安装 `desic-okx` 程序。
+2. `desic-okx setup` 接入 AI 客户端、安装 Skills、检查网络，并询问是否配置 OKX API 账户。
 
-## Set up an AI client
+首次安装后需要运行一次 `setup`。以后正常升级无需重复运行；只有新增 AI 客户端、修复配置或重新配置代理时才需要再次运行。
 
-Run the guided setup after installation:
+完成后重启已选择的 AI 客户端，并验证：
 
 ```bash
-desic-okx setup
+desic-okx doctor
 ```
 
-The terminal guide lets you select Codex, Claude Code, Cursor, VS Code / GitHub Copilot, Cline, or all supported clients with the arrow keys and Space. It safely adds the `desic-okx` MCP entry without replacing other MCP servers.
+## Setup 会做什么
 
-For Codex and Claude Code, setup also installs all bundled Skills automatically. Cursor, VS Code / GitHub Copilot, and Cline receive MCP configuration only because they do not share a portable `SKILL.md` installation format.
+交互式向导会依次完成：
 
-Setup then checks both OKX REST and WebSocket connectivity. Transient TLS and network failures are retried before setup asks for action. When direct and detected system-proxy connections still fail, it offers to test and save an HTTP proxy URL, retry, or continue without network access.
+1. 选择 Codex、Claude Code、Cursor、VS Code / GitHub Copilot、Cline，或全部客户端。
+2. 注册 `desic-okx` MCP Server，保留已有 MCP 配置。
+3. 为 Codex 和 Claude Code 自动安装全部 7 个 Skills。
+4. 检查 OKX REST 与 WebSocket；连接失败时引导测试并保存 HTTP 代理。
+5. 解释不同功能的 API Key 要求，并让用户选择“现在配置”或“以后配置”。
+6. 如果现在配置，隐藏凭证输入，先向 OKX 验证，成功后才写入本地配置。
 
-For automation, choose explicit targets without opening the UI:
+API 账户是可选的。跳过后公共行情和公共衍生品仍可使用，以后运行下面的命令即可配置：
+
+```bash
+desic-okx account add
+```
+
+自动化或无人值守安装可以指定客户端；该模式不会询问或保存 API 凭证：
 
 ```bash
 desic-okx setup --targets codex --yes
@@ -58,106 +57,98 @@ desic-okx setup --all --yes
 desic-okx setup --targets codex --yes --skip-network-check
 ```
 
-Non-interactive setup exits with an error when the network check fails. Use `--skip-network-check` only when connectivity will be configured later.
+## 配置 OKX API
 
-Restart the selected client after setup. The MCP server starts the local Runtime automatically when it is first used.
+在 OKX 官方网站或 App 中创建 API Key。实盘账户与模拟交易账户使用各自环境的 API Key；在向导中必须选择对应的 `live` 或 `demo` 环境。
 
-## Ask an AI to install it
+按实际用途授予权限：
 
-Paste this into Codex, Claude Code, Cursor, VS Code / GitHub Copilot, or Cline. Replace `codex` with `claude-code`, `cursor`, `vscode`, `cline`, or `all` when appropriate.
+| 功能 | 是否需要 API Key | 所需条件 |
+| --- | --- | --- |
+| 公共行情、K 线、盘口、衍生品分析 | 否 | 无 |
+| 余额、持仓、订单、成交、风险摘要 | 是 | 读取权限 |
+| 远程 News、Smart Money | 是 | `live` 账户，读取权限即可 |
+| 下单、改单、撤单、平仓、设置杠杆 | 是 | OKX API Key 具备交易权限 |
 
-```text
-Install Desic OKX Agent for me. Check that Node.js is at least 22.12, then run:
-npm install --global desic-okx-agent
-desic-okx setup --targets codex --yes
-
-Verify the installation with `desic-okx status` and `desic-okx tools`. Do not ask for or configure any OKX API credentials. Confirm that public market tools are ready to use.
-```
+本项目不提供提现、充值、资金划转、资产转出或 API Key 管理工具，不需要为此授予相关权限。建议先使用 OKX 模拟交易账户验证交易流程，并按自己的安全策略在 OKX 配置 IP 白名单。
 
-For development from source:
+交互式添加账户：
 
 ```bash
-git clone https://github.com/xiazhi88/desic-okx-agent.git
-cd desic-okx-agent
-npm ci
-npm run build
-npm link
+desic-okx account add --name demo --environment demo
+desic-okx account add --name main --environment live
 ```
 
-## Quick start
-
-Public market tools do not require an account:
+输入 API Key、Secret Key 和 Passphrase 时终端会隐藏文本。`account add` 会先连接 OKX 验证，验证失败不会保存凭证。凭证保存在系统配置目录的 `config.json` 中；Unix 权限为 `0600`：
 
 ```bash
-desic-okx start
-desic-okx call market_get_ticker --json '{"instId":"BTC-USDT-SWAP"}'
-desic-okx call market_get_decision_snapshot --json '{"instId":"BTC-USDT-SWAP","bar":"1m"}'
+desic-okx config-path
 ```
 
-The Runtime starts automatically when an MCP client or CLI call needs it. `desic-okx start` is optional.
-The stdio MCP adapter does not load the native SQLite module itself, which avoids holding the package binary open during Windows upgrades. Stop a running Runtime with `desic-okx stop` before upgrading.
-
-Useful Runtime commands:
+也支持环境变量覆盖同名账户：
 
-```bash
-desic-okx status
-desic-okx tools
-desic-okx stop
+```text
+OKX_ACCOUNT
+OKX_API_KEY
+OKX_API_SECRET
+OKX_API_PASSPHRASE
+OKX_ENVIRONMENT=demo|live
 ```
 
-## Connect Codex
+三个凭证变量必须同时提供。能否交易完全取决于 OKX 为该 API Key 配置的官方权限。
 
-The recommended option is `desic-okx setup`, which also installs all Skills. To register only the local stdio MCP server manually:
-
-```bash
-codex mcp add desic-okx -- desic-okx mcp
-```
+## 让 AI 自动安装
 
-Or add it to `~/.codex/config.toml`:
+可将下面的提示词交给 Codex、Claude Code、Cursor、VS Code / GitHub Copilot 或 Cline。将 `codex` 替换为 `claude-code`、`cursor`、`vscode`、`cline` 或 `all`：
 
-```toml
-[mcp_servers.desic-okx]
-command = "desic-okx"
-args = ["mcp"]
+```text
+请为我安装 Desic OKX Agent：
+1. 检查 Node.js 是否为 22.12 或更高版本。
+2. 运行 npm install --global desic-okx-agent。
+3. 运行 desic-okx setup --targets codex --yes。
+4. 运行 desic-okx doctor 验证 MCP、Skills 和 OKX 网络。
+5. 不要要求我在聊天中发送任何 API Key、Secret 或 Passphrase。
+6. 告诉我公共工具已可使用；如果我需要账户、News、Smart Money 或交易功能，引导我直接在自己的终端运行 desic-okx account add，并由我在隐藏输入框中填写凭证。
 ```
 
-## Connect Claude Code
+## 快速开始
 
-The recommended option is `desic-okx setup`, which also installs all Skills. To register only the MCP server manually:
+公共行情不需要账户：
 
 ```bash
-claude mcp add --transport stdio --scope user desic-okx -- desic-okx mcp
+desic-okx call market_get_ticker --json '{"instId":"BTC-USDT-SWAP"}'
+desic-okx call market_get_decision_snapshot --json '{"instId":"BTC-USDT-SWAP","bar":"1m"}'
 ```
 
-Verify the connection with:
+Runtime 会在 MCP 或 CLI 首次调用时自动启动，通常不需要手动运行 `desic-okx start`。
+
+常用命令：
 
 ```bash
-claude mcp get desic-okx
+desic-okx status
+desic-okx doctor
+desic-okx tools
+desic-okx tool market_get_decision_snapshot
+desic-okx account list
+desic-okx update --check
 ```
 
-A JSON example is available in `examples/claude-code/mcp.json`.
+`status` 显示 Runtime 版本、运行时间、代理路径、WebSocket 状态、订阅与数据年龄、账户和数据库状态。`doctor` 主动检查安装、网络、SQLite、行情、账户、MCP 客户端和 Skills。两者均支持 `--json`。
 
-## Skills
-
-`desic-okx setup` automatically installs all seven Skills for Codex and Claude Code. The MCP server exposes the tools; Skills add reusable analysis and trading workflows.
-
-To install selected Skills manually, copy their directories from the installed package:
-
-Codex personal skills:
-
-```text
-${CODEX_HOME:-~/.codex}/skills/<skill-name>/SKILL.md
-```
+## 主要能力
 
-Claude Code personal skills:
+- 共享单例 Runtime，可被多个 MCP 和 CLI 客户端复用
+- 内存中的 ticker、盘口、逐笔成交、K 线、资金费率、标记价格和持仓量
+- 带新鲜度、交易所时间和一致性元数据的统一决策快照
+- 公共行情、指标扫描和公共衍生品分析
+- 账户余额、持仓、委托、成交、账单及风险摘要
+- 普通单、策略单、杠杆、改单、撤单和平仓操作
+- 实验性的 News 与 Smart Money 能力，以及 SQLite 历史回退
+- SQLite WAL 持久化已收盘 K 线、情报历史、派生事件和执行记录
 
-```text
-~/.claude/skills/<skill-name>/SKILL.md
-```
-
-Project-scoped alternatives are `.agents/skills/` for Codex and `.claude/skills/` for Claude Code.
+## Skills
 
-Included skills:
+`desic-okx setup` 会为 Codex 和 Claude Code 自动安装：
 
 - `okx-market-analysis`
 - `okx-derivatives-analysis`
@@ -167,50 +158,49 @@ Included skills:
 - `okx-trading`
 - `trading-philosophy`
 
-Restart the client if a newly installed skill does not appear.
-
-## Configure an OKX account
-
-Public tools work without credentials. Account and trading tools use a named account alias and never accept credentials as tool arguments.
-
-Add and verify an account interactively:
+升级后 Skills 会自动同步。也可手动检查或同步；被修改的旧版本会先备份：
 
 ```bash
-desic-okx account add --name demo --environment demo
-desic-okx account verify --name demo
-desic-okx account list
+desic-okx skills status
+desic-okx skills sync
+desic-okx skills sync --targets codex --dry-run
 ```
 
-The credential prompts hide input. Credentials are stored in the system configuration directory in `config.json`; Unix permissions are set to `0600`. The active path is shown by:
+## 账户管理
 
 ```bash
-desic-okx config-path
+desic-okx account list
+desic-okx account verify --name main
+desic-okx account verify --all
+desic-okx account set-default main
+desic-okx account rename main primary
+desic-okx account edit primary
+desic-okx account remove primary
 ```
 
-Environment variables can override a named account:
+`account add` 和 `account edit` 均在写入配置前验证凭证。工具参数只接受账户别名，不接受 API Key、Secret 或 Passphrase。
 
-```text
-OKX_ACCOUNT
-OKX_API_KEY
-OKX_API_SECRET
-OKX_API_PASSPHRASE
-OKX_ENVIRONMENT=demo|live
-```
+## 工具帮助
 
-The three credential values must be provided together. Whether an account can trade is determined by the permissions assigned to its API key in OKX.
+```bash
+desic-okx tools
+desic-okx tool news_search
+desic-okx tool trade_place_order
+desic-okx tool trade_place_order --json
+```
 
-## Proxy
+帮助会显示用途、账户要求、输入 Schema 和可直接运行的调用示例。远程 News 与 Smart Money 接口属于实验性能力，上游兼容性问题会返回 `CAPABILITY_UNAVAILABLE`，不会影响行情、账户和交易模块。
 
-REST and every public, business, and private WebSocket connection use the same proxy resolution order:
+## 代理
 
-1. `proxy.url` in `config.json`
-2. `HTTPS_PROXY`, `HTTP_PROXY`, or `ALL_PROXY` environment variables, with `NO_PROXY` support
-3. The enabled Windows or macOS HTTP/HTTPS system proxy
-4. Direct connection
+REST 以及公共、业务和私有 WebSocket 统一按以下顺序解析代理：
 
-Linux system-wide desktop proxy settings vary by distribution; use the standard environment variables or `config.json`. Only HTTP and HTTPS proxy URLs are supported. PAC-only and SOCKS-only system settings require an HTTP proxy endpoint.
+1. `config.json` 中的 `proxy.url`
+2. `HTTPS_PROXY`、`HTTP_PROXY` 或 `ALL_PROXY`，并支持 `NO_PROXY`
+3. Windows 或 macOS 已启用的系统 HTTP/HTTPS 代理
+4. 直接连接
 
-Example explicit configuration:
+只支持 HTTP/HTTPS 代理 URL。仅有 PAC 或 SOCKS 的环境需要提供 HTTP 代理入口。示例：
 
 ```json
 {
@@ -220,74 +210,64 @@ Example explicit configuration:
 }
 ```
 
-The guided `desic-okx setup` flow tests a manually entered proxy before saving it. See `examples/config.example.json` for a complete credential-free configuration template. Restart the Runtime after changing configuration.
-
-## Runtime behavior
-
-- Binds a random port on `127.0.0.1`
-- Stores PID, port, and a random access token in private local state files
-- Prewarms `BTC-USDT-SWAP` and `ETH-USDT-SWAP`
-- Subscribes to other instruments on demand and releases them after 15 minutes of inactivity
-- Serves fresh data from memory and uses REST for cold or stale data
-- Reconnects WebSockets automatically
-- Rebuilds the order book after sequence gaps or checksum failures
-- Restores persisted candle and intelligence history before live prewarming
+修改配置后重启 Runtime：
 
-`market_get_decision_snapshot` combines market components around one observation time. It reports every component's exchange timestamp, receive time, age, warnings, and maximum observed time skew. Trading prechecks reject inconsistent snapshots.
+```bash
+desic-okx stop
+```
 
-## Trading behavior
+## 更新
 
-Trading tools require a stable `executionKey`. Client order IDs are derived from that key, and execution state is recorded locally. When a write times out or returns an unclear result, the Runtime queries remote order state before deciding whether a retry is safe.
+```bash
+desic-okx update --check
+desic-okx update
+desic-okx update --yes
+```
 
-Supported order families include:
+更新器会检查 npm 官方 Registry、停止 Runtime、等待 Windows 释放 SQLite 原生模块、执行全局升级、同步已安装 Skills，最后运行 Doctor。新版 CLI 或 MCP 适配器遇到旧 Runtime 时也会自动切换版本。
 
-- `limit`
-- `market`
-- `post_only`
-- `ioc`
-- `fok`
-- `trigger`
-- `conditional`
-- `trailing`
+## 手动接入客户端
 
-Ordinary and strategy orders are checked against instrument increments, minimum size, current account permission, and market snapshot consistency before submission.
+推荐使用 `desic-okx setup`。只注册 MCP 时，可运行：
 
-Use an OKX Demo account first. Trading software can lose money, and the project provides no investment advice or guarantee of execution quality.
+```bash
+codex mcp add desic-okx -- desic-okx mcp
+claude mcp add --transport stdio --scope user desic-okx -- desic-okx mcp
+```
 
-## Experimental intelligence
+Codex 的手动配置：
 
-News and Smart Money use upstream interfaces that may change without notice. Compatibility failures return `CAPABILITY_UNAVAILABLE`, or locally persisted history when available. A failure in these modules does not disable market, account, or trading tools.
+```toml
+[mcp_servers.desic-okx]
+command = "desic-okx"
+args = ["mcp"]
+```
 
-## Development
+## 从源码开发
 
 ```bash
+git clone https://github.com/xiazhi88/desic-okx-agent.git
+cd desic-okx-agent
 npm ci
 npm run check
+npm link
 ```
 
-The check pipeline runs:
-
-- TypeScript type checking
-- Unit tests
-- Skill validation
-- Sensitive-information scanning
-- Production build
-- MCP SDK smoke tests
-
-The optional end-to-end trading test is restricted to OKX Demo. Export the four environment variables listed in the account section, using `demo` as the environment, and then run:
-
-```bash
-npm run test:demo
-```
+检查流程包含 TypeScript 类型检查、单元测试、Skill 校验、敏感信息扫描、生产构建和 MCP 传输冒烟测试。普通测试不会提交订单；真实交易端到端测试仅允许 OKX Demo 环境。
 
-Normal tests never submit orders.
+## 运行机制
 
-## Status
+- Runtime 绑定 `127.0.0.1` 随机端口，并以私有状态文件保存 PID、端口和访问令牌。
+- 默认预热 `BTC-USDT-SWAP` 和 `ETH-USDT-SWAP`，其他合约按需订阅并在空闲 15 分钟后释放。
+- 热数据从内存返回，冷数据或过期数据由 REST 补齐。
+- WebSocket 自动重连；盘口序列、校验失败时重新建立快照。
+- `market_get_decision_snapshot` 对齐多个数据组件并报告最大时间偏差；交易预检拒绝不一致快照。
+- 交易写操作使用稳定 `executionKey`。超时或结果不明确时先查询远端状态，不直接重复提交。
 
-This repository is currently pre-release software at version `0.1.9`. Unit, packaging, Skill, and MCP transport checks are automated. Real OKX Demo trading should be validated in the target network environment before a `1.0.0` release.
+交易软件可能造成资金损失。本项目不提供投资建议，也不保证执行结果。
 
-## License
+## 状态与许可
 
-MIT. See `LICENSE`.
+当前为 `0.2.1` 预发布版本。正式发布 `1.0.0` 前，应在目标网络环境中完成 OKX Demo 交易验证。
 
-OKX and related marks belong to their respective owners.
+MIT License，详见 `LICENSE`。OKX 及相关商标归其各自权利人所有。

package/dist/account/private-websocket.d.ts

@@ -7,6 +7,7 @@ export declare class PrivateAccountWebSockets {
     constructor(config: RuntimeConfig, store: AccountStore);
     start(): void;
     stop(): void;
+    status(): Array<Record<string, unknown>>;
     private connect;
     private reconnect;
     private message;

package/dist/account/private-websocket.js

@@ -8,7 +8,9 @@ export class PrivateAccountWebSockets {
     agent;
     constructor(config, store) {
         this.store = store;
-        this.connections = Object.entries(config.accounts).map(([name, account]) => ({ account: { name, ...account }, stopping: false, attempt: 0 }));
+        this.connections = Object.entries(config.accounts).map(([name, account]) => ({
+            account: { name, ...account }, stopping: false, attempt: 0, authenticated: false
+        }));
         const proxyUrl = resolveProxy(config.proxy.url).url;
         this.agent = proxyUrl ? new HttpsProxyAgent(proxyUrl) : undefined;
     }
@@ -26,6 +28,18 @@ export class PrivateAccountWebSockets {
             connection.socket?.close();
         }
     }
+    status() {
+        const states = ["connecting", "open", "closing", "closed"];
+        return this.connections.map((connection) => ({
+            account: connection.account.name,
+            environment: connection.account.environment,
+            state: connection.socket ? states[connection.socket.readyState] ?? "unknown" : "not-started",
+            authenticated: connection.authenticated,
+            reconnectAttempt: connection.attempt,
+            lastMessageAt: connection.lastMessageAt ?? null,
+            lastError: connection.lastError ?? null
+        }));
+    }
     connect(connection) {
         if (connection.stopping)
             return;
@@ -34,10 +48,14 @@ export class PrivateAccountWebSockets {
             : "wss://ws.okx.com:8443/ws/v5/private";
         const socket = new WebSocket(url, this.agent ? { agent: this.agent } : undefined);
         connection.socket = socket;
+        connection.authenticated = false;
         socket.on("open", () => socket.send(JSON.stringify({ op: "login", args: [loginArgs(connection.account)] })));
         socket.on("message", (buffer) => this.message(connection, buffer.toString()));
         socket.on("close", () => this.reconnect(connection));
-        socket.on("error", () => socket.close());
+        socket.on("error", (error) => {
+            connection.lastError = error.message;
+            socket.close();
+        });
     }
     reconnect(connection) {
         if (connection.stopping || connection.reconnect)
@@ -55,6 +73,7 @@ export class PrivateAccountWebSockets {
     message(connection, text) {
         if (text === "pong")
             return;
+        connection.lastMessageAt = Date.now();
         let message;
         try {
             message = JSON.parse(text);
@@ -64,6 +83,8 @@ export class PrivateAccountWebSockets {
         }
         if (message.event === "login" && message.code === "0") {
             connection.attempt = 0;
+            connection.authenticated = true;
+            connection.lastError = undefined;
             connection.socket?.send(JSON.stringify({
                 op: "subscribe",
                 args: [
@@ -80,6 +101,10 @@ export class PrivateAccountWebSockets {
             connection.heartbeat.unref();
             return;
         }
+        if (message.event === "login" && message.code !== "0") {
+            connection.authenticated = false;
+            connection.lastError = String(message.msg ?? `Login failed with code ${String(message.code ?? "unknown")}`);
+        }
         const arg = message.arg;
         const data = Array.isArray(message.data) ? message.data : [];
         if (!arg?.channel || !data.length)

package/dist/account/private-websocket.js.map

@@ -1 +1 @@
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package/dist/cli/doctor.d.ts

@@ -0,0 +1,14 @@
+export type DoctorStatus = "pass" | "warn" | "fail";
+export interface DoctorCheck {
+    name: string;
+    status: DoctorStatus;
+    details: string;
+}
+export interface DoctorReport {
+    ok: boolean;
+    version: string;
+    checkedAt: number;
+    checks: DoctorCheck[];
+}
+export declare function runDoctor(): Promise<DoctorReport>;
+export declare function formatDoctor(reportValue: DoctorReport): string;