[codex] Bump us equity strategies to 0.7.52

.github/workflows/ci.yml

@@ -94,7 +94,7 @@ jobs:
           assert CallableNotificationPort
           assert CallablePortfolioPort
           assert resolve_canonical_profile("mega_cap_leader_rotation_top50_balanced") == "mega_cap_leader_rotation_top50_balanced"
-          assert resolve_hk_canonical_profile("hk_listed_global_etf_rotation") == "hk_listed_global_etf_rotation"
+          assert resolve_hk_canonical_profile("hk_global_etf_tactical_rotation") == "hk_global_etf_tactical_rotation"
           PY
 
       - name: Install editable shared repositories

.github/workflows/sync-cloud-run-env.yml

@@ -200,7 +200,7 @@ jobs:
               json.dumps(
                   {
                       "platform_id": "ibkr",
-                      "strategy_profile": "hk_listed_global_etf_rotation",
+                      "strategy_profile": "hk_global_etf_tactical_rotation",
                       "deployment_selector": os.environ["ACCOUNT_GROUP_VALUE"],
                       "account_scope": os.environ["ACCOUNT_GROUP_VALUE"],
                       "execution_mode": "paper",

configs/paper_global_etf_rotation.rollback.env.example

@@ -4,7 +4,7 @@ ACCOUNT_GROUP=default
 IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
 GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>
 NOTIFY_LANG=zh
-# remove if previously set for tech_communication_pullback_enhancement:
+# remove if previously set by a snapshot-backed strategy:
 # IBKR_FEATURE_SNAPSHOT_PATH
 # IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH
 # IBKR_STRATEGY_CONFIG_PATH

docs/hk_equity_runtime.md

@@ -14,7 +14,7 @@ QuantStrategyLab 现有平台仓库里，能接入港股股票交易的平台是
 
 ## 运行时设计
 
-本仓库只做券商运行时能力，不把港股策略逻辑硬编码进平台。当前已接入 `HkEquityStrategies` 的港股 profile 元数据，平台可选港股 profile 只暴露 `runtime_enabled` 的 `hk_listed_global_etf_rotation`。`hk_blue_chip_leader_rotation` 是 snapshot 架构占位，`hk_index_mean_reversion`、`hk_etf_regime_rotation` 是 `market_history` 研究候选，均留在研究/快照仓库，不进入平台可选列表。Cloud Run 通过 `RUNTIME_TARGET_JSON` / `STRATEGY_PROFILE` 选择当前运行策略。整体沿用美股策略的架构：
+本仓库只做券商运行时能力，不把港股策略逻辑硬编码进平台。当前已接入 `HkEquityStrategies` 的港股 profile 元数据，平台可选港股 profile 只暴露 `runtime_enabled` 的 `hk_global_etf_tactical_rotation`。`hk_blue_chip_leader_rotation` 是 snapshot 架构占位，`hk_index_mean_reversion`、`hk_etf_regime_rotation` 是 `market_history` 研究候选，均留在研究/快照仓库，不进入平台可选列表。Cloud Run 通过 `RUNTIME_TARGET_JSON` / `STRATEGY_PROFILE` 选择当前运行策略。整体沿用美股策略的架构：
 
 1. [`HkEquityStrategies`](https://github.com/QuantStrategyLab/HkEquityStrategies) 提供非 snapshot `hk_equity` 策略 profile、运行入口和 IBKR runtime adapter。
 2. [`HkEquitySnapshotPipelines`](https://github.com/QuantStrategyLab/HkEquitySnapshotPipelines) 发布 snapshot-backed profile 的 `<profile>_feature_snapshot_latest.csv`、manifest、ranking 和 release summary。
@@ -28,12 +28,12 @@ QuantStrategyLab 现有平台仓库里，能接入港股股票交易的平台是
 
 | Profile | Domain | Inputs | Target mode | Snapshot manifest | Status |
 | --- | --- | --- | --- | --- | --- |
-| `hk_listed_global_etf_rotation` | `hk_equity` | `market_history` | `weight` | not required | runtime-enabled; platform-selectable |
+| `hk_global_etf_tactical_rotation` | `hk_equity` | `market_history` | `weight` | not required | runtime-enabled; platform-selectable |
 | `hk_blue_chip_leader_rotation` | `hk_equity` | `feature_snapshot` | `weight` | required | snapshot scaffold; not platform-selectable |
 | `hk_index_mean_reversion` | `hk_equity` | `market_history` | `weight` | not required | research/backtest only; not platform-selectable |
 | `hk_etf_regime_rotation` | `hk_equity` | `market_history` | `weight` | not required | research/backtest only; not platform-selectable |
 
-`scripts/print_strategy_profile_status.py` 只显示平台可选 profile，因此只会列出 `hk_listed_global_etf_rotation` 这一条港股 profile。其他港股候选继续保留在研究文档和 snapshot pipeline，不应该出现在 Cloud Run switch plan 里。
+`scripts/print_strategy_profile_status.py` 只显示平台可选 profile，因此只会列出 `hk_global_etf_tactical_rotation` 这一条港股 profile。其他港股候选继续保留在研究文档和 snapshot pipeline，不应该出现在 Cloud Run switch plan 里。
 
 未来启用 snapshot-backed profile 后的最小策略配置示例；这些 profile 晋级为 `runtime_enabled` 前不会出现在平台可选列表：
 
@@ -76,7 +76,7 @@ IBKR_MARKET_DATA_SYMBOL_SUFFIX=.HK
 
 ```bash
 python scripts/print_strategy_switch_env_plan.py \
-  --profile hk_listed_global_etf_rotation \
+  --profile hk_global_etf_tactical_rotation \
   --dry-run-only \
   --deployment-selector hk-verify \
   --account-scope hk-verify \
@@ -87,7 +87,7 @@ python scripts/print_strategy_switch_env_plan.py \
 
 这个命令只打印计划。输出会显式包含：
 
-- `RUNTIME_TARGET_JSON`：`strategy_profile=hk_listed_global_etf_rotation`、`dry_run_only=true`、`execution_mode=paper`。
+- `RUNTIME_TARGET_JSON`：`strategy_profile=hk_global_etf_tactical_rotation`、`dry_run_only=true`、`execution_mode=paper`。
 - `IBKR_DRY_RUN_ONLY=true` 和 `IBKR_MARKET=HK` / `XHKG` / `SEHK` / `HKD` / `.HK`。
 - `remove_if_present`：清理 snapshot/config 相关环境变量，因为该 profile 直接使用 `market_history`。
 - `dry_run_plan`：检查 HK 行情权限、SEHK/HKD 映射、整数股和 lot-size、HKD 现金口径、通知和 runtime report。
@@ -99,7 +99,7 @@ python scripts/print_strategy_switch_env_plan.py \
 仓库的 `Deploy Cloud Run` workflow 支持手动 `workflow_dispatch` 目标 `hk-verify`。这个目标会设置或更新独立港股 dry-run 服务：
 
 - `CLOUD_RUN_SERVICE=interactive-brokers-hk-verify-service`（可通过输入改名）
-- `STRATEGY_PROFILE=hk_listed_global_etf_rotation`
+- `STRATEGY_PROFILE=hk_global_etf_tactical_rotation`
 - `ACCOUNT_GROUP=hk-verify`
 - `RUNTIME_TARGET_JSON.execution_mode=paper`、`dry_run_only=true`
 - `IBKR_DRY_RUN_ONLY=true`
@@ -147,5 +147,5 @@ gh workflow run sync-cloud-run-env.yml \
 - IBKR 港股实盘依赖账户权限、行情权限、Gateway 登录账户可见账号和交易许可；平台配置无法替代这些权限。
 - 不同 IBKR 账户或区域对港股 symbol 格式可能有差异，首批上线前需要用 dry-run 和小范围 symbol 做实盘连接验证。
 - `XHKG` 是否可用取决于部署环境里的 `pandas_market_calendars` 版本；如不可用，可用 `IBKR_MARKET_CALENDAR` 临时覆盖。
-- `hk_listed_global_etf_rotation` 已在策略包 `runtime_enabled`，可由 IBKR HK Cloud Run 通过运行时环境选择；`hk_blue_chip_leader_rotation`、`hk_index_mean_reversion`、`hk_etf_regime_rotation` 仍不进入平台可选列表。
+- `hk_global_etf_tactical_rotation` 已在策略包 `runtime_enabled`，可由 IBKR HK Cloud Run 通过运行时环境选择；`hk_blue_chip_leader_rotation`、`hk_index_mean_reversion`、`hk_etf_regime_rotation` 仍不进入平台可选列表。
 - 港股 `market_history` profile 运行后，需要持续用 IBKR HK 行情 feed 对 `02800`、`03033`、`02822`、`02840`、`03110`、`03188`、`02834`、`03175` 做行情、价差、lot-size 和订单预览/执行结果复核。

notifications/telegram.py

@@ -139,9 +139,9 @@
         "strategy_name_qqq_tech_enhancement": "科技通信回调增强",
         "strategy_name_mega_cap_leader_rotation_top50_balanced": "Mega Cap Top50 平衡龙头轮动",
         "strategy_name_nasdaq_sp500_smart_dca": "纳斯达克 / 标普智能定投",
-        "strategy_name_hk_listed_global_etf_rotation": "港股上市全球 ETF 轮动",
-        "strategy_name_hk_high_dividend_low_vol_trend": "港股高股息低波趋势",
-        "strategy_name_hk_low_vol_dividend_quality": "港股低波股息质量",
+        "strategy_name_hk_global_etf_tactical_rotation": "港股全球 ETF 战术轮动",
+        "strategy_name_hk_dividend_gold_defensive_rotation": "港股股息黄金防守轮动",
+        "strategy_name_hk_low_vol_dividend_quality_snapshot": "港股低波股息质量快照",
         "strategy_name_tqqq_growth_income": "TQQQ 增长收益",
         "strategy_name_soxl_soxx_trend_income": "SOXL/SOXX 半导体趋势收益",
     },
@@ -280,9 +280,9 @@
         "strategy_name_qqq_tech_enhancement": "Tech/Communication Pullback Enhancement",
         "strategy_name_mega_cap_leader_rotation_top50_balanced": "Mega Cap Leader Rotation Top50 Balanced",
         "strategy_name_nasdaq_sp500_smart_dca": "Nasdaq/S&P 500 Smart DCA",
-        "strategy_name_hk_listed_global_etf_rotation": "HK-listed Global ETF Rotation",
-        "strategy_name_hk_high_dividend_low_vol_trend": "HK High Dividend Low-Volatility Trend",
-        "strategy_name_hk_low_vol_dividend_quality": "HK Low-Volatility Dividend Quality",
+        "strategy_name_hk_global_etf_tactical_rotation": "HK Global ETF Tactical Rotation",
+        "strategy_name_hk_dividend_gold_defensive_rotation": "HK Dividend-Gold Defensive Rotation",
+        "strategy_name_hk_low_vol_dividend_quality_snapshot": "HK Low-Vol Dividend Quality Snapshot",
         "strategy_name_tqqq_growth_income": "TQQQ Growth Income",
         "strategy_name_soxl_soxx_trend_income": "SOXL/SOXX Semiconductor Trend Income",
     },

requirements.txt

@@ -1,8 +1,8 @@
 flask
 gunicorn
-quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@v0.7.36
-us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@v0.7.50
-hk-equity-strategies @ git+https://github.com/QuantStrategyLab/HkEquityStrategies.git@hk-low-vol-dividend-quality-20260603
+quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@v0.7.37
+us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@v0.7.52
+hk-equity-strategies @ git+https://github.com/QuantStrategyLab/HkEquityStrategies.git@v0.4.3
 pandas
 numpy
 requests

scripts/build_cloud_run_env_sync_plan.py

@@ -34,7 +34,7 @@ def _should_add_local_src(candidate: Path) -> bool:
         return _has_catalog_marker(
             candidate,
             "hk_equity_strategies",
-            "hk_listed_global_etf_rotation",
+            "hk_global_etf_tactical_rotation",
         )
     return True
 

scripts/print_strategy_profile_status.py

@@ -31,7 +31,7 @@ def _should_add_local_src(candidate: Path) -> bool:
         return _has_catalog_marker(
             candidate,
             "hk_equity_strategies",
-            "hk_listed_global_etf_rotation",
+            "hk_global_etf_tactical_rotation",
         )
     return True
 

scripts/print_strategy_switch_env_plan.py

@@ -32,7 +32,7 @@ def _should_add_local_src(candidate: Path) -> bool:
         return _has_catalog_marker(
             candidate,
             "hk_equity_strategies",
-            "hk_listed_global_etf_rotation",
+            "hk_global_etf_tactical_rotation",
         )
     return True
 

tests/test_execution_service.py

@@ -276,7 +276,7 @@ def accountValues(self):
         order_intent_cls=OrderIntent,
         translator=translate,
         strategy_symbols=["02834", "03110"],
-        strategy_profile="hk_listed_global_etf_rotation",
+        strategy_profile="hk_global_etf_tactical_rotation",
         account_group="paper-hk",
         service_name="ibkr-hk-paper",
         signal_metadata=_signal_metadata(

tests/test_notifications.py

@@ -84,12 +84,12 @@ def test_strategy_display_name_translates_new_live_profiles():
     assert en_name("mega_cap_leader_rotation_top50_balanced") == "Mega Cap Leader Rotation Top50 Balanced"
     assert zh_name("nasdaq_sp500_smart_dca") == "纳斯达克 / 标普智能定投"
     assert en_name("nasdaq_sp500_smart_dca") == "Nasdaq/S&P 500 Smart DCA"
-    assert zh_name("hk_listed_global_etf_rotation") == "港股上市全球 ETF 轮动"
-    assert en_name("hk_listed_global_etf_rotation") == "HK-listed Global ETF Rotation"
-    assert zh_name("hk_high_dividend_low_vol_trend") == "港股高股息低波趋势"
-    assert en_name("hk_high_dividend_low_vol_trend") == "HK High Dividend Low-Volatility Trend"
-    assert zh_name("hk_low_vol_dividend_quality") == "港股低波股息质量"
-    assert en_name("hk_low_vol_dividend_quality") == "HK Low-Volatility Dividend Quality"
+    assert zh_name("hk_global_etf_tactical_rotation") == "港股全球 ETF 战术轮动"
+    assert en_name("hk_global_etf_tactical_rotation") == "HK Global ETF Tactical Rotation"
+    assert zh_name("hk_dividend_gold_defensive_rotation") == "港股股息黄金防守轮动"
+    assert en_name("hk_dividend_gold_defensive_rotation") == "HK Dividend-Gold Defensive Rotation"
+    assert zh_name("hk_low_vol_dividend_quality_snapshot") == "港股低波股息质量快照"
+    assert en_name("hk_low_vol_dividend_quality_snapshot") == "HK Low-Vol Dividend Quality Snapshot"
 
 
 def test_supported_strategy_profiles_have_translated_names():

tests/test_request_handling.py

@@ -428,7 +428,7 @@ def test_cycle_report_summary_counts_dry_run_order_previews(strategy_module):
 def test_notification_delivery_log_summary_records_sent_dry_run_without_raw_text(strategy_module):
     payload = strategy_module._build_notification_delivery_log_for_report(
         platform="interactive_brokers",
-        strategy_profile="hk_low_vol_dividend_quality",
+        strategy_profile="hk_low_vol_dividend_quality_snapshot",
         run_id="run-001",
         dry_run=True,
         orders_previewed_count=2,
@@ -446,7 +446,7 @@ def test_notification_delivery_log_summary_records_sent_dry_run_without_raw_text
     assert payload["notification_event_type"] == "hk_snapshot_live_enablement_dry_run"
     assert payload["notification_correlation_id"] == "run-001"
     assert payload["locales"] == ["en", "zh-Hans"]
-    assert payload["profile"] == "hk_low_vol_dividend_quality"
+    assert payload["profile"] == "hk_low_vol_dividend_quality_snapshot"
     assert payload["platform"] == "interactive_brokers"
     assert payload["orders_previewed"] == 2
     assert payload["notification_redacts_sensitive_fields"] is True
@@ -456,7 +456,7 @@ def test_notification_delivery_log_summary_records_sent_dry_run_without_raw_text
 def test_notification_delivery_log_summary_stays_empty_without_sent_event(strategy_module):
     payload = strategy_module._build_notification_delivery_log_for_report(
         platform="interactive_brokers",
-        strategy_profile="hk_low_vol_dividend_quality",
+        strategy_profile="hk_low_vol_dividend_quality_snapshot",
         run_id="run-001",
         dry_run=True,
         orders_previewed_count=2,