[codex] Bump us equity strategies to 0.7.52

.github/workflows/build-hk-low-vol-snapshot-artifacts.yml

@@ -11,10 +11,10 @@ on:
       profile:
         description: "HK snapshot profile to build."
         required: true
-        default: hk_low_vol_dividend_quality
+        default: hk_low_vol_dividend_quality_snapshot
         type: choice
         options:
-          - hk_low_vol_dividend_quality
+          - hk_low_vol_dividend_quality_snapshot
       data_source_mode:
         description: "Source used to generate the factor snapshot."
         required: true
@@ -49,12 +49,12 @@ on:
       artifact_dir:
         description: "Artifact output directory inside HkEquitySnapshotPipelines."
         required: false
-        default: data/output/hk_low_vol_dividend_quality
+        default: data/output/hk_low_vol_dividend_quality_snapshot
         type: string
       gcs_prefix:
         description: "Optional GCS prefix for validated runtime artifacts."
         required: false
-        default: gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/hk_equity/hk_low_vol_dividend_quality
+        default: gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/hk_equity/hk_low_vol_dividend_quality_snapshot
         type: string
       execute_publish:
         description: "Actually upload validated artifacts to GCS. false only prints the publish plan."
@@ -141,7 +141,7 @@ jobs:
           set -euo pipefail
 
           case "${PROFILE}" in
-            hk_low_vol_dividend_quality) ;;
+            hk_low_vol_dividend_quality_snapshot) ;;
             *)
               echo "Unsupported HK snapshot profile: ${PROFILE}" >&2
               exit 1
@@ -205,8 +205,8 @@ jobs:
           generated_dir="data/input/generated/${PROFILE}"
           artifact_dir="${ARTIFACT_DIR_INPUT:-data/output/${PROFILE}}"
           mkdir -p "${generated_dir}" "${artifact_dir}"
-          snapshot_uri="${GCS_PREFIX%/}/hk_low_vol_dividend_quality_factor_snapshot_latest.csv"
-          manifest_uri="${GCS_PREFIX%/}/hk_low_vol_dividend_quality_factor_snapshot_latest.csv.manifest.json"
+          snapshot_uri="${GCS_PREFIX%/}/hk_low_vol_dividend_quality_snapshot_factor_snapshot_latest.csv"
+          manifest_uri="${GCS_PREFIX%/}/hk_low_vol_dividend_quality_snapshot_factor_snapshot_latest.csv.manifest.json"
           {
             echo "artifact_dir=${SNAPSHOT_REPO_DIR}/${artifact_dir}"
             echo "generated_input_dir=${SNAPSHOT_REPO_DIR}/${generated_dir}"
@@ -390,7 +390,7 @@ jobs:
               echo "Suggested longbridge-hk environment values for dry-run runtime:"
               echo
               echo "\`\`\`bash"
-              echo "STRATEGY_PROFILE=hk_low_vol_dividend_quality"
+              echo "STRATEGY_PROFILE=hk_low_vol_dividend_quality_snapshot"
               echo "LONGBRIDGE_DRY_RUN_ONLY=true"
               echo "LONGBRIDGE_FEATURE_SNAPSHOT_PATH=${{ steps.build.outputs.snapshot_gcs_uri }}"
               echo "LONGBRIDGE_FEATURE_SNAPSHOT_MANIFEST_PATH=${{ steps.build.outputs.manifest_gcs_uri }}"

.github/workflows/ci.yml

@@ -68,8 +68,8 @@ jobs:
 
           assert CallableNotificationPort
           assert CallablePortfolioPort
-          assert resolve_canonical_profile("tech_communication_pullback_enhancement") == "tech_communication_pullback_enhancement"
-          assert resolve_hk_canonical_profile("hk_listed_global_etf_rotation") == "hk_listed_global_etf_rotation"
+          assert resolve_canonical_profile("mega_cap_leader_rotation_top50_balanced") == "mega_cap_leader_rotation_top50_balanced"
+          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

@@ -231,7 +231,7 @@ jobs:
               json.dumps(
                   {
                       "platform_id": "longbridge",
-                      "strategy_profile": "hk_listed_global_etf_rotation",
+                      "strategy_profile": "hk_global_etf_tactical_rotation",
                       "deployment_selector": "hk-verify",
                       "account_scope": "hk-verify",
                       "execution_mode": "paper",

docs/hk_equity_runtime.md

@@ -14,7 +14,7 @@ QuantStrategyLab 现有平台仓库里，能做港股股票交易运行时接入
 
 ## 运行时设计
 
-平台运行时已具备港股市场维度，并接入 `HkEquityStrategies` 的港股 profile 元数据。当前平台可选港股 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。整体仍沿用美股策略的分层方式：
+平台运行时已具备港股市场维度，并接入 `HkEquityStrategies` 的港股 profile 元数据。当前平台可选港股 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。整体仍沿用美股策略的分层方式：
 
 1. [`HkEquityStrategies`](https://github.com/QuantStrategyLab/HkEquityStrategies) 提供非 snapshot `hk_equity` 策略定义、运行入口和 LongBridge runtime adapter。
 2. [`HkEquitySnapshotPipelines`](https://github.com/QuantStrategyLab/HkEquitySnapshotPipelines) 产出 snapshot-backed profile 的特征快照、manifest、ranking 和 release summary。
@@ -28,12 +28,12 @@ QuantStrategyLab 现有平台仓库里，能做港股股票交易运行时接入
 
 | 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：
 
@@ -73,7 +73,7 @@ LONGBRIDGE_TRADING_CURRENCY=HKD
 
 ```bash
 python scripts/print_strategy_switch_env_plan.py \
-  --profile hk_listed_global_etf_rotation \
+  --profile hk_global_etf_tactical_rotation \
   --account-region hk \
   --dry-run-only \
   --deployment-selector hk-verify \
@@ -84,25 +84,25 @@ 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`。
 - `ACCOUNT_REGION=HK`、`ACCOUNT_PREFIX=HK`、`LONGBRIDGE_DRY_RUN_ONLY=true`。
 - `LONGBRIDGE_MARKET=HK` / `XHKG` / `Asia/Hong_Kong` / `.HK` / `HKD`。
 - `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、`.HK` / HKD 映射、整数股和 lot-size、HKD 现金口径、dry-run 订单预览、通知和 runtime report。
 
 打印计划不会直接修改服务配置；只有执行 Cloud Run env 更新/部署命令才会改变服务。
 
-## 生成 `hk_low_vol_dividend_quality` snapshot artifacts
+## 生成 `hk_low_vol_dividend_quality_snapshot` snapshot artifacts
 
-`hk_low_vol_dividend_quality` 是 snapshot-backed 策略，Cloud Run 切到这个 profile 前必须先有经过校验的 feature snapshot 和 manifest。`LongBridgePlatform` 提供一个手动桥接 workflow，使用本仓库已经允许的 `longbridge-hk` WIF 发布 artifact。默认数据源是 `public_yfinance_staging`，不依赖 LongBridge 历史行情权限；如果账号已开通对应 HK market-data entitlement，也可以切到 `longbridge_openapi_staging`。
+`hk_low_vol_dividend_quality_snapshot` 是 snapshot-backed 策略，Cloud Run 切到这个 profile 前必须先有经过校验的 feature snapshot 和 manifest。`LongBridgePlatform` 提供一个手动桥接 workflow，使用本仓库已经允许的 `longbridge-hk` WIF 发布 artifact。默认数据源是 `public_yfinance_staging`，不依赖 LongBridge 历史行情权限；如果账号已开通对应 HK market-data entitlement，也可以切到 `longbridge_openapi_staging`。
 
 手动生成并只打印 GCS 发布计划：
 
 ```bash
 gh workflow run build-hk-low-vol-snapshot-artifacts.yml \
   --repo QuantStrategyLab/LongBridgePlatform \
   -f snapshot_ref=main \
-  -f profile=hk_low_vol_dividend_quality \
+  -f profile=hk_low_vol_dividend_quality_snapshot \
   -f data_source_mode=public_yfinance_staging \
   -f allow_research_defaults=false \
   -f execute_publish=false
@@ -114,20 +114,20 @@ gh workflow run build-hk-low-vol-snapshot-artifacts.yml \
 gh workflow run build-hk-low-vol-snapshot-artifacts.yml \
   --repo QuantStrategyLab/LongBridgePlatform \
   -f snapshot_ref=main \
-  -f profile=hk_low_vol_dividend_quality \
+  -f profile=hk_low_vol_dividend_quality_snapshot \
   -f data_source_mode=public_yfinance_staging \
   -f allow_research_defaults=false \
-  -f gcs_prefix=gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/hk_equity/hk_low_vol_dividend_quality \
+  -f gcs_prefix=gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/hk_equity/hk_low_vol_dividend_quality_snapshot \
   -f execute_publish=true
 ```
 
 发布后，HK dry-run runtime 需要至少配置：
 
 ```bash
-STRATEGY_PROFILE=hk_low_vol_dividend_quality
+STRATEGY_PROFILE=hk_low_vol_dividend_quality_snapshot
 LONGBRIDGE_DRY_RUN_ONLY=true
-LONGBRIDGE_FEATURE_SNAPSHOT_PATH=gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/hk_equity/hk_low_vol_dividend_quality/hk_low_vol_dividend_quality_factor_snapshot_latest.csv
-LONGBRIDGE_FEATURE_SNAPSHOT_MANIFEST_PATH=gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/hk_equity/hk_low_vol_dividend_quality/hk_low_vol_dividend_quality_factor_snapshot_latest.csv.manifest.json
+LONGBRIDGE_FEATURE_SNAPSHOT_PATH=gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/hk_equity/hk_low_vol_dividend_quality_snapshot/hk_low_vol_dividend_quality_snapshot_factor_snapshot_latest.csv
+LONGBRIDGE_FEATURE_SNAPSHOT_MANIFEST_PATH=gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/hk_equity/hk_low_vol_dividend_quality_snapshot/hk_low_vol_dividend_quality_snapshot_factor_snapshot_latest.csv.manifest.json
 ```
 
 注意：`allow_research_defaults=true` 只允许做研究 smoke，不允许发布到 GCS，也不能作为 live-enable 证据。public yfinance 数据源用于让 snapshot artifact 生成和券商执行解耦；它仍需要按策略证据包记录数据源、生成时间和 broker dry-run 结果。
@@ -137,7 +137,7 @@ LONGBRIDGE_FEATURE_SNAPSHOT_MANIFEST_PATH=gs://qsl-runtime-logs-interactivebroke
 仓库的 `Deploy Cloud Run` workflow 支持手动 `workflow_dispatch` 目标 `hk-verify`。这个目标只启用 HK matrix deployment，PAPER / SG 会跳过，并设置或更新独立港股 dry-run 服务：
 
 - `CLOUD_RUN_SERVICE=longbridge-quant-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_REGION=HK`、`ACCOUNT_PREFIX=HK`
 - `RUNTIME_TARGET_JSON.execution_mode=paper`、`dry_run_only=true`
 - `LONGBRIDGE_DRY_RUN_ONLY=true`
@@ -177,6 +177,6 @@ gh workflow run sync-cloud-run-env.yml \
 ## 风险和注意事项
 
 - `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 `LONGBRIDGE_MARKET_CALENDAR` 临时覆盖。
-- `hk_listed_global_etf_rotation` 已在策略包 `runtime_enabled`，可由 LongBridge 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 LongBridge 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 LongBridge 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。
 - LongBridge 下单仍保持整数股规则；如果未来港股策略涉及碎股或特殊交易单位，需要在策略层明确 lot-size 约束后再扩展。

notifications/telegram.py

@@ -101,11 +101,8 @@
         "strategy_name_tech_communication_pullback_enhancement": "科技通信回调增强",
         "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_hk_listed_global_etf_rotation": "港股上市全球 ETF 轮动",
         "strategy_name_hk_global_etf_tactical_rotation": "港股全球 ETF 战术轮动",
-        "strategy_name_hk_high_dividend_low_vol_trend": "港股高股息低波趋势",
         "strategy_name_hk_dividend_gold_defensive_rotation": "港股股息黄金防守轮动",
-        "strategy_name_hk_low_vol_dividend_quality": "港股低波股息质量",
         "strategy_name_hk_low_vol_dividend_quality_snapshot": "港股低波股息质量快照",
         "strategy_plugin_line": "🧩 插件：{plugin} | 状态：{route} | 提醒：{action}",
         "strategy_plugin_alert_subject": "🚨 策略插件告警：{plugin} | {route}",
@@ -224,11 +221,8 @@
         "strategy_name_tech_communication_pullback_enhancement": "Tech/Communication Pullback Enhancement",
         "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_hk_listed_global_etf_rotation": "HK-listed Global ETF Rotation",
         "strategy_name_hk_global_etf_tactical_rotation": "HK Global ETF Tactical Rotation",
-        "strategy_name_hk_high_dividend_low_vol_trend": "HK High Dividend Low-Volatility Trend",
         "strategy_name_hk_dividend_gold_defensive_rotation": "HK Dividend-Gold Defensive Rotation",
-        "strategy_name_hk_low_vol_dividend_quality": "HK Low-Volatility Dividend Quality",
         "strategy_name_hk_low_vol_dividend_quality_snapshot": "HK Low-Vol Dividend Quality Snapshot",
         "strategy_plugin_line": "🧩 Plugin: {plugin} | status: {route} | notice: {action}",
         "strategy_plugin_alert_subject": "🚨 Strategy plugin alert: {plugin} | {route}",

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-runtime-adapter-kwargs
+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
 requests
 pytz

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_notifications.py

@@ -108,10 +108,10 @@ def test_supported_strategy_profiles_have_translated_names(self):
         en_name = build_strategy_display_name(build_translator("en"))
         self.assertEqual(zh_name("global_etf_confidence_vol_gate"), "全球 ETF 置信波动门控")
         self.assertEqual(en_name("global_etf_confidence_vol_gate"), "Global ETF Confidence Vol Gate")
-        self.assertEqual(zh_name("hk_listed_global_etf_rotation"), "港股上市全球 ETF 轮动")
-        self.assertEqual(en_name("hk_listed_global_etf_rotation"), "HK-listed Global ETF Rotation")
-        self.assertEqual(zh_name("hk_high_dividend_low_vol_trend"), "港股高股息低波趋势")
-        self.assertEqual(en_name("hk_high_dividend_low_vol_trend"), "HK High Dividend Low-Volatility Trend")
+        self.assertEqual(zh_name("hk_global_etf_tactical_rotation"), "港股全球 ETF 战术轮动")
+        self.assertEqual(en_name("hk_global_etf_tactical_rotation"), "HK Global ETF Tactical Rotation")
+        self.assertEqual(zh_name("hk_dividend_gold_defensive_rotation"), "港股股息黄金防守轮动")
+        self.assertEqual(en_name("hk_dividend_gold_defensive_rotation"), "HK Dividend-Gold Defensive Rotation")
 
         for profile in SUPPORTED_STRATEGY_PROFILES:
             self.assertNotEqual(zh_name(profile), profile)

tests/test_rebalance_service.py

@@ -312,7 +312,7 @@ def test_execute_rebalance_cycle_hk_dry_run_uses_hk_suffix_without_broker_submit
         estimated_symbols = []
         prices = {"02800.HK": 30.0, "03033.HK": 20.0}
         plan = _build_plan(
-            strategy_profile="hk_listed_global_etf_rotation",
+            strategy_profile="hk_global_etf_tactical_rotation",
             strategy_symbols=("02800", "03033"),
             risk_symbols=("02800", "03033"),
             targets={"02800": 90000.0, "03033": 70000.0},