Expose IBKR profile input classifications

Author: Pigbibi

scripts/print_strategy_profile_status.py

@@ -14,13 +14,33 @@
     if candidate_str not in sys.path:
         sys.path.insert(0, candidate_str)
 
-from strategy_registry import get_platform_profile_status_matrix  # noqa: E402
+from strategy_registry import IBKR_PLATFORM, get_platform_profile_status_matrix  # noqa: E402
+from us_equity_strategies.runtime_adapters import describe_platform_runtime_requirements  # noqa: E402
+
+
+def build_status_rows() -> list[dict[str, object]]:
+    rows = []
+    for row in get_platform_profile_status_matrix():
+        rows.append(
+            {
+                **row,
+                **describe_platform_runtime_requirements(
+                    row["canonical_profile"],
+                    platform_id=IBKR_PLATFORM,
+                ),
+            }
+        )
+    return rows
 
 
 def _print_table(rows: list[dict[str, object]]) -> None:
     headers = (
         "canonical_profile",
         "display_name",
+        "profile_group",
+        "input_mode",
+        "requires_snapshot_artifacts",
+        "requires_strategy_config_path",
         "eligible",
         "enabled",
         "is_default",
@@ -38,7 +58,7 @@ def _print_table(rows: list[dict[str, object]]) -> None:
 
 
 def main() -> int:
-    rows = get_platform_profile_status_matrix()
+    rows = build_status_rows()
     if "--json" in sys.argv:
         print(json.dumps(rows, indent=2, sort_keys=True))
         return 0

scripts/print_strategy_switch_env_plan.py

@@ -23,6 +23,7 @@
     resolve_strategy_metadata,
 )
 from us_equity_strategies import get_strategy_catalog  # noqa: E402
+from us_equity_strategies.runtime_adapters import describe_platform_runtime_requirements  # noqa: E402
 
 
 def build_switch_plan(profile: str) -> dict[str, object]:
@@ -36,7 +37,12 @@ def build_switch_plan(profile: str) -> dict[str, object]:
         definition.profile,
         repo_root=ROOT,
     )
-    requires_feature_snapshot = "feature_snapshot" in definition.required_inputs
+    runtime_requirements = describe_platform_runtime_requirements(
+        definition.profile,
+        platform_id=IBKR_PLATFORM,
+    )
+    requires_feature_snapshot = bool(runtime_requirements["requires_snapshot_artifacts"])
+    requires_strategy_config_path = bool(runtime_requirements["requires_strategy_config_path"])
 
     set_env: dict[str, str] = {"STRATEGY_PROFILE": definition.profile}
     keep_env = [
@@ -52,7 +58,7 @@ def build_switch_plan(profile: str) -> dict[str, object]:
     if requires_feature_snapshot:
         set_env["IBKR_FEATURE_SNAPSHOT_PATH"] = "<required>"
         set_env["IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH"] = "<required>"
-        if artifact_paths.bundled_config_path is not None:
+        if requires_strategy_config_path and artifact_paths.bundled_config_path is not None:
             set_env["IBKR_STRATEGY_CONFIG_PATH"] = str(artifact_paths.bundled_config_path)
         else:
             remove_if_present.append("IBKR_STRATEGY_CONFIG_PATH")
@@ -90,6 +96,7 @@ def build_switch_plan(profile: str) -> dict[str, object]:
         "display_name": metadata.display_name,
         "eligible": status_row["eligible"],
         "enabled": status_row["enabled"],
+        **runtime_requirements,
         "required_inputs": sorted(definition.required_inputs),
         "target_mode": definition.target_mode,
         "set_env": set_env,
@@ -105,7 +112,11 @@ def _print_plan(plan: dict[str, object]) -> None:
     print(f"platform: {plan['platform']}")
     print(f"profile: {plan['canonical_profile']} ({plan['display_name']})")
     print(f"eligible: {plan['eligible']}  enabled: {plan['enabled']}")
+    print(f"profile_group: {plan['profile_group']}")
     print(f"required_inputs: {', '.join(plan['required_inputs'])}")
+    print(f"input_mode: {plan['input_mode']}")
+    print(f"requires_snapshot_artifacts: {plan['requires_snapshot_artifacts']}")
+    print(f"requires_strategy_config_path: {plan['requires_strategy_config_path']}")
     print(f"target_mode: {plan['target_mode']}")
     print("\nset_env:")
     for key, value in plan["set_env"].items():

tests/test_runtime_config_support.py

@@ -251,7 +251,33 @@ def test_print_strategy_profile_status_json_matches_registry():
         text=True,
     )
 
-    assert json.loads(result.stdout) == get_platform_profile_status_matrix()
+    rows = json.loads(result.stdout)
+    assert [
+        {
+            key: row[key]
+            for key in (
+                "canonical_profile",
+                "display_name",
+                "domain",
+                "eligible",
+                "enabled",
+                "is_default",
+                "is_rollback",
+                "platform",
+            )
+        }
+        for row in rows
+    ] == get_platform_profile_status_matrix()
+    by_profile = {row["canonical_profile"]: row for row in rows}
+    assert by_profile["global_etf_rotation"]["profile_group"] == "direct_runtime_inputs"
+    assert by_profile["global_etf_rotation"]["input_mode"] == "market_history"
+    assert by_profile["global_etf_rotation"]["requires_snapshot_artifacts"] is False
+    assert by_profile["global_etf_rotation"]["requires_strategy_config_path"] is False
+    assert by_profile["qqq_tech_enhancement"]["profile_group"] == "snapshot_backed"
+    assert by_profile["qqq_tech_enhancement"]["input_mode"] == "feature_snapshot"
+    assert by_profile["qqq_tech_enhancement"]["requires_snapshot_artifacts"] is True
+    assert by_profile["qqq_tech_enhancement"]["requires_strategy_config_path"] is True
+    assert by_profile["russell_1000_multi_factor_defensive"]["requires_strategy_config_path"] is False
 
 
 def test_print_strategy_profile_status_table_contains_expected_headers():
@@ -264,6 +290,9 @@ def test_print_strategy_profile_status_table_contains_expected_headers():
 
     assert "canonical_profile" in result.stdout
     assert "display_name" in result.stdout
+    assert "profile_group" in result.stdout
+    assert "input_mode" in result.stdout
+    assert "requires_snapshot_artifacts" in result.stdout
     assert "global_etf_rotation" in result.stdout
     assert "QQQ Tech Enhancement" in result.stdout
     assert "TQQQ Growth Income" in result.stdout
@@ -282,6 +311,10 @@ def test_print_strategy_switch_env_plan_for_tqqq_growth_income():
     assert plan["canonical_profile"] == "tqqq_growth_income"
     assert plan["eligible"] is True
     assert plan["enabled"] is True
+    assert plan["profile_group"] == "direct_runtime_inputs"
+    assert plan["input_mode"] == "benchmark_history+portfolio_snapshot"
+    assert plan["requires_snapshot_artifacts"] is False
+    assert plan["requires_strategy_config_path"] is False
     assert plan["set_env"]["STRATEGY_PROFILE"] == "tqqq_growth_income"
     assert "ACCOUNT_GROUP" in plan["keep_env"]
     assert "IBKR_FEATURE_SNAPSHOT_PATH" in plan["remove_if_present"]
@@ -297,6 +330,10 @@ def test_print_strategy_switch_env_plan_for_feature_snapshot_profile():
 
     plan = json.loads(result.stdout)
     assert plan["canonical_profile"] == "qqq_tech_enhancement"
+    assert plan["profile_group"] == "snapshot_backed"
+    assert plan["input_mode"] == "feature_snapshot"
+    assert plan["requires_snapshot_artifacts"] is True
+    assert plan["requires_strategy_config_path"] is True
     assert plan["set_env"]["IBKR_FEATURE_SNAPSHOT_PATH"] == "<required>"
     assert plan["set_env"]["IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH"] == "<required>"
     assert plan["set_env"]["IBKR_STRATEGY_CONFIG_PATH"].endswith(