Adopt canonical tech enhancement asset names

Pigbibi · Pigbibi · commit 09b8b2ff1bf4 · 2026-04-09T09:07:39.000+08:00
diff --git a/README.md b/README.md
@@ -226,8 +226,9 @@ NOTIFY_LANG=zh
 STRATEGY_PROFILE=qqq_tech_enhancement
 ACCOUNT_GROUP=default
 IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
-IBKR_FEATURE_SNAPSHOT_PATH=/var/data/tech_pullback_cash_buffer_feature_snapshot_latest.csv
-IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/tech_pullback_cash_buffer_feature_snapshot_latest.csv.manifest.json
+IBKR_FEATURE_SNAPSHOT_PATH=/var/data/qqq_tech_enhancement_feature_snapshot_latest.csv
+IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/qqq_tech_enhancement_feature_snapshot_latest.csv.manifest.json
+IBKR_STRATEGY_CONFIG_PATH=/workspace/research/configs/growth_pullback_qqq_tech_enhancement.json
 IBKR_DRY_RUN_ONLY=true
 GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>
 NOTIFY_LANG=zh
diff --git a/configs/paper_global_etf_rotation.rollback.env.example b/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_pullback_cash_buffer:
+# remove if previously set for qqq_tech_enhancement:
 # IBKR_FEATURE_SNAPSHOT_PATH
 # IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH
 # IBKR_STRATEGY_CONFIG_PATH
diff --git a/configs/paper_qqq_tech_enhancement.dryrun.env.example b/configs/paper_qqq_tech_enhancement.dryrun.env.example
@@ -0,0 +1,11 @@
+# IBKR paper runtime switch: qqq_tech_enhancement (dry-run)
+STRATEGY_PROFILE=qqq_tech_enhancement
+ACCOUNT_GROUP=default
+IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
+IBKR_FEATURE_SNAPSHOT_PATH=/var/data/qqq_tech_enhancement_feature_snapshot_latest.csv
+IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/qqq_tech_enhancement_feature_snapshot_latest.csv.manifest.json
+IBKR_STRATEGY_CONFIG_PATH=/workspace/research/configs/growth_pullback_qqq_tech_enhancement.json
+IBKR_RECONCILIATION_OUTPUT_PATH=/var/log/ibkr_qqq_tech_enhancement_reconciliation.json
+IBKR_DRY_RUN_ONLY=true
+GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>
+NOTIFY_LANG=zh
diff --git a/configs/paper_qqq_tech_enhancement.env.example b/configs/paper_qqq_tech_enhancement.env.example
@@ -0,0 +1,11 @@
+# IBKR paper runtime switch: qqq_tech_enhancement
+STRATEGY_PROFILE=qqq_tech_enhancement
+ACCOUNT_GROUP=default
+IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
+IBKR_FEATURE_SNAPSHOT_PATH=/var/data/qqq_tech_enhancement_feature_snapshot_latest.csv
+IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/qqq_tech_enhancement_feature_snapshot_latest.csv.manifest.json
+IBKR_STRATEGY_CONFIG_PATH=/workspace/research/configs/growth_pullback_qqq_tech_enhancement.json
+IBKR_RECONCILIATION_OUTPUT_PATH=/var/log/ibkr_qqq_tech_enhancement_reconciliation.json
+IBKR_DRY_RUN_ONLY=true
+GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>
+NOTIFY_LANG=zh
diff --git a/configs/paper_qqq_tech_enhancement.paper.env.example b/configs/paper_qqq_tech_enhancement.paper.env.example
@@ -0,0 +1,11 @@
+# IBKR paper runtime switch: qqq_tech_enhancement (paper ordering)
+STRATEGY_PROFILE=qqq_tech_enhancement
+ACCOUNT_GROUP=default
+IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
+IBKR_FEATURE_SNAPSHOT_PATH=/var/data/qqq_tech_enhancement_feature_snapshot_latest.csv
+IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/qqq_tech_enhancement_feature_snapshot_latest.csv.manifest.json
+IBKR_STRATEGY_CONFIG_PATH=/workspace/research/configs/growth_pullback_qqq_tech_enhancement.json
+IBKR_RECONCILIATION_OUTPUT_PATH=/var/log/ibkr_qqq_tech_enhancement_reconciliation.json
+IBKR_DRY_RUN_ONLY=false
+GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>
+NOTIFY_LANG=zh
diff --git a/configs/paper_tech_pullback_cash_buffer.dryrun.env.example b/configs/paper_tech_pullback_cash_buffer.dryrun.env.example
diff --git a/configs/paper_tech_pullback_cash_buffer.env.example b/configs/paper_tech_pullback_cash_buffer.env.example
diff --git a/configs/paper_tech_pullback_cash_buffer.paper.env.example b/configs/paper_tech_pullback_cash_buffer.paper.env.example
diff --git a/requirements.txt b/requirements.txt
@@ -1,7 +1,7 @@
 flask
 gunicorn
-quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@v0.7.11
-us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@v0.7.14
+quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@v0.7.12
+us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@v0.7.15
 pandas
 numpy
 requests
diff --git a/research/backtest_growth_pullback_v1_5_freeze_review.py b/research/backtest_growth_pullback_v1_5_freeze_review.py
@@ -26,7 +26,7 @@
 DEFAULT_RESULTS_DIR = SCRIPT_DIR / "results"
 DEFAULT_CONFIGS_DIR = SCRIPT_DIR / "configs"
 MAIN_COST_BPS = 5.0
-CANONICAL_CONFIG_FILENAME = "growth_pullback_tech_pullback_cash_buffer.json"
+CANONICAL_CONFIG_FILENAME = "growth_pullback_qqq_tech_enhancement.json"
 V14_SUMMARY_FILENAME = "growth_pullback_v1_4_cash_buffer_refinement.csv"
 V14_RECOMMENDATION_FILENAME = "growth_pullback_v1_4_recommendation.json"
 
diff --git a/research/backtest_tech_pullback_cash_buffer_daily_overlay.py b/research/backtest_tech_pullback_cash_buffer_daily_overlay.py
@@ -25,7 +25,7 @@
 
 DEFAULT_RESULTS_DIR = SCRIPT_DIR / "results"
 DEFAULT_CONFIGS_DIR = SCRIPT_DIR / "configs"
-DEFAULT_BASELINE_CONFIG_PATH = DEFAULT_CONFIGS_DIR / "growth_pullback_tech_pullback_cash_buffer.json"
+DEFAULT_BASELINE_CONFIG_PATH = DEFAULT_CONFIGS_DIR / "growth_pullback_qqq_tech_enhancement.json"
 DEFAULT_QQQ_PLUS_RESULTS_PATH = DEFAULT_RESULTS_DIR / "stock_alpha_v1_1_spec_lock.csv"
 QQQ_PLUS_CURRENT_DEFAULT_SCENARIO = "v11_liquid_50m_norm_universe_cross_sectional_h12_cap8_sector30_hold10"
 MAIN_COST_BPS = 5.0
diff --git a/research/configs/growth_pullback_qqq_tech_enhancement.json b/research/configs/growth_pullback_qqq_tech_enhancement.json
@@ -0,0 +1,41 @@
+{
+  "role": "qqq_tech_enhancement",
+  "status": "research_only",
+  "strategy": "growth_pullback_systematic_v1",
+  "branch_name": "cash_buffer_branch",
+  "name": "qqq_tech_enhancement",
+  "previous_candidate_name": "cash_buffer_a__hb10__base__adv50",
+  "family": "tech_heavy_pullback",
+  "universe": "tech_heavy",
+  "normalization": "universe_cross_sectional",
+  "min_adv20_usd": 50000000.0,
+  "sector_whitelist": [
+    "Information Technology",
+    "Communication"
+  ],
+  "symbol_whitelist": [],
+  "notes": "Sector proxy only: Information Technology + Communication; no sub-industry data available",
+  "score_template": "balanced_pullback",
+  "holdings_count": 8,
+  "single_name_cap": 0.1,
+  "sector_cap": 0.4,
+  "hold_bonus": 0.1,
+  "regime": "qqq_breadth",
+  "benchmark_symbol": "QQQ",
+  "breadth_mode": "broad",
+  "breadth_symbols": [],
+  "breadth_thresholds": {
+    "soft": 0.55,
+    "hard": 0.35
+  },
+  "exposures": {
+    "risk_on": 0.8,
+    "soft_defense": 0.6,
+    "hard_defense": 0.0
+  },
+  "execution_cash_reserve_ratio": 0.0,
+  "residual_proxy": "simple_excess_return_vs_QQQ",
+  "cost_assumption_bps_one_way": 5.0,
+  "branch_role": "cash-buffered parallel branch",
+  "canonicalized_from": "growth_pullback_systematic_v1.4 cash_buffer_refinement"
+}
diff --git a/tests/test_feature_snapshot_service.py b/tests/test_feature_snapshot_service.py
@@ -96,7 +96,7 @@ def test_load_feature_snapshot_guarded_requires_manifest_when_requested(self):
                 required_columns=("as_of", "symbol", "sector", "mom_6_1"),
                 require_manifest=True,
                 expected_strategy_profile="qqq_tech_enhancement",
-                expected_config_name="tech_pullback_cash_buffer",
+                expected_config_name="qqq_tech_enhancement",
                 expected_contract_version="qqq_tech_enhancement.feature_snapshot.v1",
             )
 
@@ -136,7 +136,7 @@ def test_load_feature_snapshot_guarded_validates_manifest_checksums(self):
                 required_columns=("as_of", "symbol", "sector", "mom_6_1"),
                 require_manifest=True,
                 expected_strategy_profile="qqq_tech_enhancement",
-                expected_config_name="tech_pullback_cash_buffer",
+                expected_config_name="qqq_tech_enhancement",
                 expected_config_path=str(config_path),
                 expected_contract_version="qqq_tech_enhancement.feature_snapshot.v1",
             )
@@ -212,7 +212,7 @@ def fake_download(uri: str, destination: Path) -> None:
                     required_columns=("as_of", "symbol", "sector", "mom_6_1"),
                     require_manifest=True,
                     expected_strategy_profile="qqq_tech_enhancement",
-                    expected_config_name="tech_pullback_cash_buffer",
+                    expected_config_name="qqq_tech_enhancement",
                     expected_config_path=str(config_path),
                     expected_contract_version="qqq_tech_enhancement.feature_snapshot.v1",
                 )
diff --git a/tests/test_growth_pullback_v1_5_freeze_review.py b/tests/test_growth_pullback_v1_5_freeze_review.py
@@ -25,7 +25,7 @@ def test_canonical_config_export(tmp_path):
     center = module.gp.load_spec_config(CONFIGS_DIR / module.v14.CENTER_CONFIG_FILENAME)
     spec = module.build_canonical_spec(center, 'cash_buffer_a__hb10__base__adv50')
 
-    out = tmp_path / 'growth_pullback_tech_pullback_cash_buffer.json'
+    out = tmp_path / 'growth_pullback_qqq_tech_enhancement.json'
     module.save_canonical_spec(out, spec)
     payload = json.loads(out.read_text(encoding='utf-8'))
 
diff --git a/tests/test_runtime_config_support.py b/tests/test_runtime_config_support.py
@@ -282,7 +282,7 @@ def test_load_platform_runtime_settings_uses_bundled_tech_pullback_config_when_e
     settings = load_platform_runtime_settings(project_id_resolver=lambda: "project-1")
 
     assert settings.strategy_config_path is not None
-    assert settings.strategy_config_path.endswith("growth_pullback_tech_pullback_cash_buffer.json")
+    assert settings.strategy_config_path.endswith("growth_pullback_qqq_tech_enhancement.json")
     assert settings.strategy_config_source == "bundled_canonical_default"
 
 
@@ -313,7 +313,7 @@ def test_load_platform_runtime_settings_derives_artifact_paths_from_root(monkeyp
         tmp_path / "qqq_tech_enhancement" / "reconciliation"
     )
     assert settings.strategy_config_path is not None
-    assert settings.strategy_config_path.endswith("growth_pullback_tech_pullback_cash_buffer.json")
+    assert settings.strategy_config_path.endswith("growth_pullback_qqq_tech_enhancement.json")
     assert settings.strategy_config_source == "bundled_canonical_default"
 
 
