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56 changes: 17 additions & 39 deletions README.md
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[Chinese README](README.zh-CN.md)

> ⚠️ Investing involves risk. This project does not provide investment advice and is for educational and research purposes only.
> Investing involves risk. This project does not provide investment advice and is for education, research, and engineering review only.

## What this project does
## What this repository is

QuantStrategyPlugins is a **Plugin package** in the QuantStrategyLab ecosystem. It provides open sidecar strategy plugins that QuantStrategyLab runtimes can load without changing platform code.
QuantStrategyPlugins is a QuantStrategyLab strategy plugin package. It provides sidecar strategy plugins such as market-regime controls, notification artifacts, and research-only plugin outputs.

## Who this is for
It supports the system but does not decide which strategy should be live. Strategy eligibility remains in the strategy and snapshot repositories; broker execution remains in the platform repositories.

- Engineers and researchers who want to inspect, reproduce, or extend this part of the QuantStrategyLab stack.
- Operators who need a clear entry point before reading the deeper runbooks or workflow files.
- Reviewers who need to understand the repository purpose, safety boundary, and evidence requirements before enabling automation.
## Design boundary

## Current status

Extension package; plugin eligibility still depends on strategy validation.
- Keep contracts stable and versioned where downstream repositories depend on them.
- Prefer backward-compatible changes unless a coordinated migration is planned.
- Keep secrets and environment-specific settings outside the shared library code.
- Document changes that affect multiple platforms or strategy packages.

## Repository layout

- `src/`: main library and runtime code.
- `tests/`: unit and contract tests.
- `docs/`: detailed design notes, runbooks, and evidence docs.
- `.github/workflows/`: CI, scheduled jobs, and deployment workflows.
- `src/`: library and runtime code.
- `tests/`: unit, contract, and regression tests.
- `docs/`: runbooks, design notes, evidence, and integration contracts.
- `.github/workflows/`: CI, scheduled jobs, release, or deployment workflows.
- `scripts/`: operator scripts and local helpers.

## Quick start

From a fresh clone:

```bash
python -m pip install -e .
python -m pytest -q
```

If a command requires credentials, run it only after reading the relevant workflow or runbook and configuring secrets outside Git.

## Deployment and operation

Install or package the plugins with the target runtime, then point the platform loader to the plugin entrypoint. Validate in dry-run before enabling live execution.

Prefer manual or dry-run execution first. Enable schedules or live execution only after logs, artifacts, permissions, and rollback steps are reviewed.

## Strategy performance and evidence

Plugin code does not make a strategy live-ready by itself. Use the associated strategy research artifacts to evaluate returns, drawdowns, benchmark comparison, and robustness.

README files are intentionally not a source of dated performance promises. Re-run the relevant tests, backtests, or pipeline jobs before relying on any result.

## Safety notes

- Never commit API keys, broker credentials, OAuth tokens, cookies, or account identifiers.
- Run new strategies and platform changes in dry-run or paper mode before any live execution.
- Review generated orders, artifacts, and logs manually before enabling schedules.

## Contributing
## Useful docs

Keep changes small, reproducible, and covered by the narrowest useful tests. For strategy-facing changes, include the evidence artifact or command used to validate behavior.
- [`docs/market-regime-control-plan.md`](docs/market-regime-control-plan.md)
- [`docs/market-regime-control-plan.zh-CN.md`](docs/market-regime-control-plan.zh-CN.md)

## License

See [LICENSE](LICENSE) if present in this repository.
See [LICENSE](LICENSE).
56 changes: 17 additions & 39 deletions README.zh-CN.md
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[English README](README.md)

> ⚠️ 投资有风险,不构成投资建议,仅供学习交流用途
> 投资有风险。本项目不构成投资建议,仅用于学习、研究和工程审阅

## 这个项目做什么
## 这个仓库是什么

QuantStrategyPlugins 是 QuantStrategyLab 体系中的**插件包**。提供 QuantStrategyLab 运行时可加载的开放 sidecar 策略插件,避免频繁修改平台代码
QuantStrategyPlugins 是 QuantStrategyLab 的策略插件包。提供 market-regime control、通知 artifact 和研究侧 plugin 输出等 sidecar 策略插件。

## 适合谁使用
它支撑系统运行,但不决定哪个策略应该 live。策略资格由策略仓和 snapshot 仓负责;券商执行由平台仓负责。

- 希望阅读、复现或扩展 QuantStrategyLab 相关模块的工程师和研究人员。
- 在阅读详细 runbook 或 workflow 前,需要先理解项目入口的运维人员。
- 在启用自动化前,需要确认项目职责、安全边界和证据要求的 reviewer。
## 设计边界

## 当前状态

扩展包;插件是否可 live 仍取决于策略验证结果。
- 下游仓库依赖的契约要保持稳定,必要时做版本化。
- 除非有协同迁移计划,否则优先保持向后兼容。
- 密钥和环境专属配置不要写进共享库代码。
- 会影响多个平台或策略包的改动,需要在文档中说明。

## 仓库结构

- `src/`:主要库代码和运行时代码
- `tests/`:单元测试和契约测试
- `docs/`:详细设计说明、运行手册和证据文档
- `.github/workflows/`:CI、定时任务和部署 workflow。
- `src/`:库代码和运行时代码
- `tests/`:单元测试、契约测试和回归测试
- `docs/`:运行手册、设计说明、证据和集成契约
- `.github/workflows/`:CI、定时任务、发布或部署 workflow。
- `scripts/`:运维脚本和本地辅助工具。

## 快速开始

从全新 clone 开始:

```bash
python -m pip install -e .
python -m pytest -q
```

如果命令需要凭据,请先阅读相关 workflow 或 runbook,并把密钥配置在 Git 之外。

## 部署和运行

将插件安装或打包到目标运行时,并让平台加载器指向插件入口。启用 live 前必须先 dry-run 验证。

建议先手工运行或 dry-run。只有在日志、产物、权限和回滚步骤都检查过之后,才启用定时任务或 live 执行。

## 策略表现与证据边界

插件代码本身不能证明策略适合 live。收益、回撤、基准比较和稳健性应以对应策略研究产物为准。

README 不应该承诺固定收益或过期指标。实际使用前,请重新运行对应测试、回测或流水线任务。

## 安全注意事项

- 不要把 API key、券商凭据、OAuth token、Cookie 或账户标识提交到 Git。
- 新策略或平台变更在 live 前必须先跑 dry-run 或 paper 流程。
- 启用定时任务前,需要人工检查生成的订单、产物和日志。

## 参与贡献
## 延伸文档

请保持改动小、可复现,并用最小必要测试覆盖。涉及策略的改动,需要附上验证行为的证据产物或命令。
- [`docs/market-regime-control-plan.md`](docs/market-regime-control-plan.md)
- [`docs/market-regime-control-plan.zh-CN.md`](docs/market-regime-control-plan.zh-CN.md)

## 许可证

如仓库包含 [LICENSE](LICENSE),请以该文件为准
详见 [LICENSE](LICENSE)。