Rename historical tech pullback research labels

Author: Pigbibi

research/backtest_growth_pullback_v1_4_cash_buffer_refinement.py

@@ -394,10 +394,10 @@ def build_recommendation(
         level = "cash_buffer_branch_candidate"
         reason = "cash-buffer branch direction still exists, but the refined candidates do not keep enough relative-to-QQQ edge"
     elif honest_ok and occupancy_ok and concentration_ok and best_is_current_default and (stable_margin or no_material_gain_over_current):
-        level = "tech_pullback_cash_buffer_frozen"
+        level = "qqq_tech_enhancement_frozen"
         reason = "current honest cash-buffer branch is already good enough; small refinements do not justify further spec churn"
     elif honest_ok and performance_ok:
-        level = "tech_pullback_cash_buffer"
+        level = "qqq_tech_enhancement"
         reason = "a refined honest cash-buffer candidate is strong enough to act as the branch default, but the spec is not fully frozen yet"
     else:
         level = "cash_buffer_branch_candidate"

research/backtest_growth_pullback_v1_5_freeze_review.py

@@ -72,15 +72,15 @@ def resolve_paths(configs_dir: Path, results_dir: Path) -> dict[str, Path]:
 def build_canonical_spec(center_cfg: gp.GrowthPullbackConfig, previous_candidate_name: str) -> CanonicalBranchSpec:
     config = replace(
         center_cfg,
-        name="tech_pullback_cash_buffer",
+        name="qqq_tech_enhancement",
         holdings_count=8,
         single_name_cap=0.10,
         sector_cap=0.40,
         hold_bonus=0.10,
         exposures=gp.suite.ExposureConfig("80_60_0", 0.60, 0.00),
     )
     return CanonicalBranchSpec(
-        name="tech_pullback_cash_buffer",
+        name="qqq_tech_enhancement",
         previous_candidate_name=previous_candidate_name,
         config=config,
         risk_on_exposure=0.80,
@@ -95,7 +95,7 @@ def build_canonical_spec(center_cfg: gp.GrowthPullbackConfig, previous_candidate
 
 def canonical_spec_to_dict(spec: CanonicalBranchSpec) -> dict[str, object]:
     return {
-        "role": "tech_pullback_cash_buffer",
+        "role": "qqq_tech_enhancement",
         "status": "research_only",
         "strategy": "growth_pullback_systematic_v1",
         "branch_name": "cash_buffer_branch",
@@ -295,7 +295,7 @@ def build_consistency_checks(
         },
         {
             "check": "recommendation_matches_branch_default_role",
-            "passed": recommendation_level == "tech_pullback_cash_buffer",
+            "passed": recommendation_level == "qqq_tech_enhancement",
             "detail": f"recommendation={recommendation_level}",
         },
         {
@@ -390,7 +390,7 @@ def build_role_table(
     qqq_full = v12.extract_period_row(qqq_reference_rows, "QQQ", MAIN_COST_BPS, "Full Sample")
     rows.extend([
         {
-            "strategy": "tech_pullback_cash_buffer",
+            "strategy": "qqq_tech_enhancement",
             "role": "cash-buffered parallel branch",
             "full_cagr": canonical_summary["full_cagr"],
             "oos_cagr": canonical_summary["oos_cagr"],
@@ -486,15 +486,15 @@ def build_freeze_recommendation(
         level = "candidate"
         reason = "branch role is valid, but consistency or performance checks are not strong enough for default status"
     elif frozen_blockers:
-        level = "tech_pullback_cash_buffer"
+        level = "qqq_tech_enhancement"
         reason = "canonical naming and branch role are now clear, but avg names / 2022 profile / recent micro-adjustment mean it should stop at default, not frozen"
     else:
-        level = "tech_pullback_cash_buffer_frozen"
+        level = "qqq_tech_enhancement_frozen"
         reason = "branch semantics, deployment consistency, and behavior are all stable enough to freeze"
 
     return {
         "research_recommendation": level,
-        "branch_name": "tech_pullback_cash_buffer",
+        "branch_name": "qqq_tech_enhancement",
         "previous_candidate_name": "cash_buffer_a__hb10__base__adv50",
         "reason": reason,
         "frozen_blockers": frozen_blockers,
@@ -638,7 +638,7 @@ def main() -> None:
         "information_ratio_vs_qqq_oos": float(v12.extract_period_row(full_rows_df, "coherent_full_deployment_branch", MAIN_COST_BPS, "OOS Sample")["Information Ratio vs QQQ"]),
     })
 
-    preliminary_recommendation_level = "tech_pullback_cash_buffer"
+    preliminary_recommendation_level = "qqq_tech_enhancement"
     manifest = build_manifest(
         spec=spec,
         canonical_summary=canonical_summary,

tests/test_growth_pullback_v1_4_cash_buffer_refinement.py

@@ -115,7 +115,7 @@ def test_freeze_decision_logic_can_freeze_current_default():
         all_candidates=candidate_table,
     )
 
-    assert rec['research_recommendation'] == 'tech_pullback_cash_buffer_frozen'
+    assert rec['research_recommendation'] == 'qqq_tech_enhancement_frozen'
     assert rec['keep_parallel_branch'] is True
     assert rec['role_vs_qqq_plus_current_default'] == '并行分支'
 
@@ -154,7 +154,7 @@ def test_result_export_not_empty(tmp_path):
             }
         ]),
         recommendation={
-            'research_recommendation': 'tech_pullback_cash_buffer',
+            'research_recommendation': 'qqq_tech_enhancement',
             'selected_refined_default': 'coherent_cash_buffer_branch',
             'keep_parallel_branch': True,
             'role_vs_qqq_plus_current_default': '并行分支',

tests/test_growth_pullback_v1_5_freeze_review.py

@@ -29,7 +29,7 @@ def test_canonical_config_export(tmp_path):
     module.save_canonical_spec(out, spec)
     payload = json.loads(out.read_text(encoding='utf-8'))
 
-    assert payload['name'] == 'tech_pullback_cash_buffer'
+    assert payload['name'] == 'qqq_tech_enhancement'
     assert payload['previous_candidate_name'] == 'cash_buffer_a__hb10__base__adv50'
     assert payload['holdings_count'] == 8
     assert payload['single_name_cap'] == 0.10
@@ -56,10 +56,10 @@ def test_manifest_fields_non_empty():
             'return_2022': -0.120121,
         },
         qqq_plus_oos=pd.Series({'CAGR': 0.33401}),
-        recommendation_level='tech_pullback_cash_buffer',
+        recommendation_level='qqq_tech_enhancement',
     )
 
-    assert manifest['branch_name'] == 'tech_pullback_cash_buffer'
+    assert manifest['branch_name'] == 'qqq_tech_enhancement'
     assert manifest['role']
     assert manifest['intended_use']
     assert manifest['why_this_is_a_cash_buffer_branch']
@@ -98,7 +98,7 @@ def test_geometry_and_deployment_consistency_checks():
         v14_summary=v14_summary,
         previous_candidate_name='cash_buffer_a__hb10__base__adv50',
         canonical_summary=canonical_summary,
-        recommendation_level='tech_pullback_cash_buffer',
+        recommendation_level='qqq_tech_enhancement',
         manifest=manifest,
     )
 
@@ -123,7 +123,7 @@ def test_recommendation_logic_defaults_but_not_frozen():
         ]),
     )
 
-    assert recommendation['research_recommendation'] == 'tech_pullback_cash_buffer'
+    assert recommendation['research_recommendation'] == 'qqq_tech_enhancement'
     assert recommendation['keep_parallel_branch'] is True
     assert recommendation['role_vs_qqq_plus_current_default'] == '并行分支'
     assert 'average_names_held_still_low' in recommendation['frozen_blockers']
@@ -135,15 +135,15 @@ def test_result_export_not_empty(tmp_path):
     module.write_markdown_report(
         md_path,
         canonical_payload={
-            'name': 'tech_pullback_cash_buffer',
+            'name': 'qqq_tech_enhancement',
             'previous_candidate_name': 'cash_buffer_a__hb10__base__adv50',
             'holdings_count': 8,
             'single_name_cap': 0.10,
             'sector_cap': 0.40,
         },
         comparison_df=pd.DataFrame([
             {
-                'strategy': 'tech_pullback_cash_buffer',
+                'strategy': 'qqq_tech_enhancement',
                 'role': 'cash-buffered parallel branch',
                 'oos_cagr': 0.34068,
             }
@@ -152,16 +152,16 @@ def test_result_export_not_empty(tmp_path):
             {'check': 'geometry_capacity_matches_target', 'passed': True, 'detail': 'ok'}
         ]),
         recommendation={
-            'research_recommendation': 'tech_pullback_cash_buffer',
+            'research_recommendation': 'qqq_tech_enhancement',
             'previous_candidate_name': 'cash_buffer_a__hb10__base__adv50',
-            'branch_name': 'tech_pullback_cash_buffer',
+            'branch_name': 'qqq_tech_enhancement',
             'role_vs_qqq_plus_current_default': '并行分支',
             'keep_parallel_branch': True,
             'reason': 'test',
             'frozen_blockers': ['average_names_held_still_low'],
         },
         manifest={
-            'branch_name': 'tech_pullback_cash_buffer',
+            'branch_name': 'qqq_tech_enhancement',
             'role': 'cash-buffered parallel branch',
             'previous_candidate_name': 'cash_buffer_a__hb10__base__adv50',
             'benchmark': 'QQQ',