From 6e2f8c23f7969e64c67391814a7cedac914a6ebf Mon Sep 17 00:00:00 2001
From: Pigbibi <20649888+Pigbibi@users.noreply.github.com>
Date: Fri, 17 Apr 2026 22:32:04 +0800
Subject: [PATCH 1/8] Add top50 balanced profile support

---
 README.md                            | 10 ++++++----
 notifications/telegram.py            |  2 ++
 tests/test_notifications.py          |  2 ++
 tests/test_runtime_config_support.py | 26 ++++++++++++++++++++++++++
 4 files changed, 36 insertions(+), 4 deletions(-)

diff --git a/README.md b/README.md
index 7e938e2..034985a 100644
--- a/README.md
+++ b/README.md
@@ -41,6 +41,7 @@ The mainline runtime now follows one path only:
 - `tech_communication_pullback_enhancement`
 - `mega_cap_leader_rotation_aggressive`
 - `mega_cap_leader_rotation_dynamic_top20`
+- `mega_cap_leader_rotation_top50_balanced`
 - `dynamic_mega_leveraged_pullback`
 
 
@@ -55,6 +56,7 @@ The mainline runtime now follows one path only:
 | `tech_communication_pullback_enhancement` | Tech/Communication Pullback Enhancement | Yes | Yes | `us_equity` | enabled feature-snapshot alternative |
 | `mega_cap_leader_rotation_aggressive` | Mega Cap Leader Rotation Aggressive | Yes | Yes | `us_equity` | enabled aggressive leader rotation |
 | `mega_cap_leader_rotation_dynamic_top20` | Mega Cap Leader Rotation Dynamic Top20 | Yes | Yes | `us_equity` | enabled concentrated leader rotation |
+| `mega_cap_leader_rotation_top50_balanced` | Mega Cap Leader Rotation Top50 Balanced | Yes | Yes | `us_equity` | enabled balanced Top50 leader rotation |
 | `dynamic_mega_leveraged_pullback` | Dynamic Mega Leveraged Pullback | Yes | Yes | `us_equity` | enabled 2x mega-cap pullback line |
 
 Check the current matrix locally:
@@ -101,9 +103,9 @@ The selected `ACCOUNT_GROUP` is now the runtime identity. Keep broker-specific i
 | `IB_GATEWAY_ZONE` | Optional fallback | GCE zone (for example `us-central1-a`). Recommended to keep in the selected account-group entry; this env var is only a transition fallback. |
 | `IB_GATEWAY_IP_MODE` | Optional fallback | `internal` (default) or `external`. Recommended to keep in the selected account-group entry; this env var is only a transition fallback. |
 | `IBKR_CONNECT_TIMEOUT_SECONDS` | No | IB API handshake timeout in seconds. Defaults to `60`; raise only if Gateway remote API startup is consistently slow. |
-| `STRATEGY_PROFILE` | Yes | Strategy profile selector. Supported `us_equity` values: `global_etf_rotation`, `russell_1000_multi_factor_defensive`, `tqqq_growth_income`, `soxl_soxx_trend_income`, `tech_communication_pullback_enhancement`, `mega_cap_leader_rotation_aggressive`, `mega_cap_leader_rotation_dynamic_top20`, `dynamic_mega_leveraged_pullback` |
+| `STRATEGY_PROFILE` | Yes | Strategy profile selector. Supported `us_equity` values: `global_etf_rotation`, `russell_1000_multi_factor_defensive`, `tqqq_growth_income`, `soxl_soxx_trend_income`, `tech_communication_pullback_enhancement`, `mega_cap_leader_rotation_aggressive`, `mega_cap_leader_rotation_dynamic_top20`, `mega_cap_leader_rotation_top50_balanced`, `dynamic_mega_leveraged_pullback` |
 | `ACCOUNT_GROUP` | Yes | Account-group selector. Set explicitly for each deployment. |
-| `IBKR_FEATURE_SNAPSHOT_PATH` | Conditionally required | Required for snapshot-backed profiles such as `russell_1000_multi_factor_defensive`, `tech_communication_pullback_enhancement`, and `mega_cap_leader_rotation_dynamic_top20`. Path to the latest feature snapshot file (`.csv`, `.json`, `.jsonl`, `.parquet`). |
+| `IBKR_FEATURE_SNAPSHOT_PATH` | Conditionally required | Required for snapshot-backed profiles such as `russell_1000_multi_factor_defensive`, `tech_communication_pullback_enhancement`, `mega_cap_leader_rotation_dynamic_top20`, and `mega_cap_leader_rotation_top50_balanced`. Path to the latest feature snapshot file (`.csv`, `.json`, `.jsonl`, `.parquet`). |
 | `IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME` | Yes for Cloud Run | Secret Manager secret name for account-group config JSON. Recommended production source. |
 | `IB_ACCOUNT_GROUP_CONFIG_JSON` | No | Local/dev JSON fallback for account-group config. Not recommended for production Cloud Run. |
 | `TELEGRAM_TOKEN` | Yes | Telegram bot token. For Cloud Run, prefer a Secret Manager reference instead of a literal env var. |
@@ -291,7 +293,7 @@ gcloud run services update ibkr-quant \
 
 IBKR runtime 负责把共享的 `us_equity` 策略档位部署到 GCP Cloud Run，并连接 GCE 上的 IB Gateway 执行。策略逻辑、策略频率、标的池、参数和研究/回测说明都放在 `UsEquityStrategies`；这个仓库只维护 IBKR 运行时、账号组、Gateway 连接、下单和通知。
 
-当前 `global_etf_rotation`、`russell_1000_multi_factor_defensive`、`tqqq_growth_income`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20` 和 `dynamic_mega_leveraged_pullback` 的策略实现都来自 `UsEquityStrategies`。
+当前 `global_etf_rotation`、`russell_1000_multi_factor_defensive`、`tqqq_growth_income`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`mega_cap_leader_rotation_top50_balanced` 和 `dynamic_mega_leveraged_pullback` 的策略实现都来自 `UsEquityStrategies`。
 
 完整策略说明现在放在 [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies)。这个 README 只保留 IBKR 运行时、profile 启用状态、部署和凭据说明。
 
@@ -333,7 +335,7 @@ IBKR 账户
 | `IB_GATEWAY_ZONE` | 可选过渡项 | GCE zone（如 `us-central1-a`）。推荐直接放进选中的账号组配置里；这里只保留过渡 fallback。 |
 | `IB_GATEWAY_IP_MODE` | 可选过渡项 | `internal`（默认）或 `external`。推荐直接放进选中的账号组配置里；这里只保留过渡 fallback。 |
 | `IBKR_CONNECT_TIMEOUT_SECONDS` | 否 | IB API 握手超时时间，单位秒。默认 `60`；只有 Gateway 远程 API 启动持续偏慢时才需要调高。 |
-| `STRATEGY_PROFILE` | 是 | 策略档位选择。当前可用的 `us_equity` 值：`global_etf_rotation`、`russell_1000_multi_factor_defensive`、`tqqq_growth_income`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`dynamic_mega_leveraged_pullback` |
+| `STRATEGY_PROFILE` | 是 | 策略档位选择。当前可用的 `us_equity` 值：`global_etf_rotation`、`russell_1000_multi_factor_defensive`、`tqqq_growth_income`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`mega_cap_leader_rotation_top50_balanced`、`dynamic_mega_leveraged_pullback` |
 | `ACCOUNT_GROUP` | 是 | 账号组选择器，每个部署都要显式设置。 |
 | `IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME` | Cloud Run 建议必填 | 账号组配置 JSON 在 Secret Manager 里的密钥名。生产环境推荐使用。 |
 | `IB_ACCOUNT_GROUP_CONFIG_JSON` | 否 | 本地开发用的账号组配置 JSON fallback。不建议在生产 Cloud Run 直接使用。 |
diff --git a/notifications/telegram.py b/notifications/telegram.py
index b7189a9..e770f25 100644
--- a/notifications/telegram.py
+++ b/notifications/telegram.py
@@ -73,6 +73,7 @@
         "strategy_name_qqq_tech_enhancement": "科技通信回调增强",
         "strategy_name_mega_cap_leader_rotation_aggressive": "Mega Cap 激进龙头轮动",
         "strategy_name_mega_cap_leader_rotation_dynamic_top20": "Mega Cap 动态 Top20 龙头轮动",
+        "strategy_name_mega_cap_leader_rotation_top50_balanced": "Mega Cap Top50 平衡龙头轮动",
         "strategy_name_dynamic_mega_leveraged_pullback": "Mega Cap 2x 回调策略",
         "strategy_name_tqqq_growth_income": "TQQQ 增长收益",
         "strategy_name_soxl_soxx_trend_income": "SOXL/SOXX 半导体趋势收益",
@@ -146,6 +147,7 @@
         "strategy_name_qqq_tech_enhancement": "Tech/Communication Pullback Enhancement",
         "strategy_name_mega_cap_leader_rotation_aggressive": "Mega Cap Leader Rotation Aggressive",
         "strategy_name_mega_cap_leader_rotation_dynamic_top20": "Mega Cap Leader Rotation Dynamic Top20",
+        "strategy_name_mega_cap_leader_rotation_top50_balanced": "Mega Cap Leader Rotation Top50 Balanced",
         "strategy_name_dynamic_mega_leveraged_pullback": "Dynamic Mega Leveraged Pullback",
         "strategy_name_tqqq_growth_income": "TQQQ Growth Income",
         "strategy_name_soxl_soxx_trend_income": "SOXL/SOXX Semiconductor Trend Income",
diff --git a/tests/test_notifications.py b/tests/test_notifications.py
index 5ef517f..7273a81 100644
--- a/tests/test_notifications.py
+++ b/tests/test_notifications.py
@@ -27,9 +27,11 @@ def test_strategy_display_name_translates_new_live_profiles():
 
     assert zh_name("mega_cap_leader_rotation_aggressive") == "Mega Cap 激进龙头轮动"
     assert zh_name("mega_cap_leader_rotation_dynamic_top20") == "Mega Cap 动态 Top20 龙头轮动"
+    assert zh_name("mega_cap_leader_rotation_top50_balanced") == "Mega Cap Top50 平衡龙头轮动"
     assert zh_name("dynamic_mega_leveraged_pullback") == "Mega Cap 2x 回调策略"
     assert en_name("mega_cap_leader_rotation_aggressive") == "Mega Cap Leader Rotation Aggressive"
     assert en_name("mega_cap_leader_rotation_dynamic_top20") == "Mega Cap Leader Rotation Dynamic Top20"
+    assert en_name("mega_cap_leader_rotation_top50_balanced") == "Mega Cap Leader Rotation Top50 Balanced"
     assert en_name("dynamic_mega_leveraged_pullback") == "Dynamic Mega Leveraged Pullback"
 
 
diff --git a/tests/test_runtime_config_support.py b/tests/test_runtime_config_support.py
index cda1a58..10a87a6 100644
--- a/tests/test_runtime_config_support.py
+++ b/tests/test_runtime_config_support.py
@@ -157,6 +157,7 @@ def test_platform_supported_profiles_are_filtered_by_registry():
             "dynamic_mega_leveraged_pullback",
             "mega_cap_leader_rotation_aggressive",
             "mega_cap_leader_rotation_dynamic_top20",
+            "mega_cap_leader_rotation_top50_balanced",
             "russell_1000_multi_factor_defensive",
         }
     )
@@ -172,6 +173,7 @@ def test_platform_eligible_profiles_are_exposed_by_capability_matrix():
             "dynamic_mega_leveraged_pullback",
             "mega_cap_leader_rotation_aggressive",
             "mega_cap_leader_rotation_dynamic_top20",
+            "mega_cap_leader_rotation_top50_balanced",
             "russell_1000_multi_factor_defensive",
         }
     )
@@ -267,6 +269,7 @@ def test_platform_profile_status_matrix_matches_current_ibkr_rollout():
         "tech_communication_pullback_enhancement",
         "mega_cap_leader_rotation_aggressive",
         "mega_cap_leader_rotation_dynamic_top20",
+        "mega_cap_leader_rotation_top50_balanced",
     }
     assert by_profile["global_etf_rotation"] == {
         "canonical_profile": "global_etf_rotation",
@@ -320,6 +323,10 @@ def test_print_strategy_profile_status_json_matches_registry():
     assert by_profile["mega_cap_leader_rotation_dynamic_top20"]["input_mode"] == "feature_snapshot"
     assert by_profile["mega_cap_leader_rotation_dynamic_top20"]["requires_snapshot_artifacts"] is True
     assert by_profile["mega_cap_leader_rotation_dynamic_top20"]["requires_strategy_config_path"] is False
+    assert by_profile["mega_cap_leader_rotation_top50_balanced"]["profile_group"] == "snapshot_backed"
+    assert by_profile["mega_cap_leader_rotation_top50_balanced"]["input_mode"] == "feature_snapshot"
+    assert by_profile["mega_cap_leader_rotation_top50_balanced"]["requires_snapshot_artifacts"] is True
+    assert by_profile["mega_cap_leader_rotation_top50_balanced"]["requires_strategy_config_path"] is False
     assert by_profile["dynamic_mega_leveraged_pullback"]["profile_group"] == "snapshot_backed"
     assert (
         by_profile["dynamic_mega_leveraged_pullback"]["input_mode"]
@@ -390,6 +397,25 @@ def test_print_strategy_switch_env_plan_for_mega_cap_feature_snapshot_profile():
     assert "IBKR_RECONCILIATION_OUTPUT_PATH" in plan["remove_if_present"]
 
 
+def test_print_strategy_switch_env_plan_for_mega_cap_top50_balanced_profile():
+    result = subprocess.run(
+        [sys.executable, str(SWITCH_PLAN_SCRIPT_PATH), "--profile", "mega_cap_leader_rotation_top50_balanced", "--json"],
+        check=True,
+        capture_output=True,
+        text=True,
+    )
+
+    plan = json.loads(result.stdout)
+    assert plan["canonical_profile"] == "mega_cap_leader_rotation_top50_balanced"
+    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 False
+    assert plan["set_env"]["IBKR_FEATURE_SNAPSHOT_PATH"] == "<required>"
+    assert plan["set_env"]["IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH"] == "<required>"
+    assert plan["hints"]["feature_snapshot_filename"] == "mega_cap_leader_rotation_top50_balanced_feature_snapshot_latest.csv"
+
+
 def test_print_strategy_switch_env_plan_for_feature_snapshot_profile():
     result = subprocess.run(
         [sys.executable, str(SWITCH_PLAN_SCRIPT_PATH), "--profile", "tech_communication_pullback_enhancement", "--json"],

From 1580aa80d08482201d91388b2b78bd12f375ea00 Mon Sep 17 00:00:00 2001
From: Pigbibi <20649888+Pigbibi@users.noreply.github.com>
Date: Fri, 17 Apr 2026 22:43:11 +0800
Subject: [PATCH 2/8] Translate small account warning notes

---
 notifications/telegram.py   |  4 ++++
 tests/test_notifications.py | 11 +++++++++++
 2 files changed, 15 insertions(+)

diff --git a/notifications/telegram.py b/notifications/telegram.py
index e770f25..7e4f3dc 100644
--- a/notifications/telegram.py
+++ b/notifications/telegram.py
@@ -67,6 +67,8 @@
         "order_filled": "✅ 订单成交 | {symbol} {side} {qty}股 均价 ${price}（订单号: {order_id}）",
         "order_partial": "⚠️ 部分成交 | {symbol} {side} {executed}/{qty}股 均价 ${price}（订单号: {order_id}）",
         "order_rejected": "❌ 订单异常 | {symbol} {side} {qty}股 状态: {status}（订单号: {order_id}）",
+        "small_account_warning_note": "小账户提示：净值 {portfolio_equity} 低于建议 {min_recommended_equity}；{reason}",
+        "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication": "整数股和最小仓位限制可能导致实盘无法完全复现回测",
         "strategy_name_global_etf_rotation": "全球 ETF 轮动",
         "strategy_name_russell_1000_multi_factor_defensive": "罗素1000多因子",
         "strategy_name_tech_communication_pullback_enhancement": "科技通信回调增强",
@@ -141,6 +143,8 @@
         "order_filled": "✅ Filled | {symbol} {side} {qty} shares avg ${price} (ID: {order_id})",
         "order_partial": "⚠️ Partial | {symbol} {side} {executed}/{qty} shares avg ${price} (ID: {order_id})",
         "order_rejected": "❌ Rejected | {symbol} {side} {qty} shares status: {status} (ID: {order_id})",
+        "small_account_warning_note": "small account warning: portfolio equity {portfolio_equity} is below recommended {min_recommended_equity}; {reason}",
+        "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication": "integer-share minimum position sizing may prevent backtest replication",
         "strategy_name_global_etf_rotation": "Global ETF Rotation",
         "strategy_name_russell_1000_multi_factor_defensive": "Russell 1000 Multi-Factor",
         "strategy_name_tech_communication_pullback_enhancement": "Tech/Communication Pullback Enhancement",
diff --git a/tests/test_notifications.py b/tests/test_notifications.py
index 7273a81..4c9529b 100644
--- a/tests/test_notifications.py
+++ b/tests/test_notifications.py
@@ -19,6 +19,17 @@ def test_build_translator_supports_chinese():
         )
         == "SOXX 站上 140 日门槛线，持有 SOXL 70.0% + SOXX 20.0%"
     )
+    assert (
+        translate(
+            "small_account_warning_note",
+            portfolio_equity="$0",
+            min_recommended_equity="$1,000",
+            reason=translate(
+                "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication"
+            ),
+        )
+        == "小账户提示：净值 $0 低于建议 $1,000；整数股和最小仓位限制可能导致实盘无法完全复现回测"
+    )
 
 
 def test_strategy_display_name_translates_new_live_profiles():

From fe3cfab3f221ca86a5a088a8ea35b572573addbf Mon Sep 17 00:00:00 2001
From: Pigbibi <20649888+Pigbibi@users.noreply.github.com>
Date: Fri, 17 Apr 2026 22:52:22 +0800
Subject: [PATCH 3/8] Add IBKR paper Top50 switch rehearsal

---
 .github/workflows/ci.yml                 | 27 ++++---
 application/paper_liquidation_service.py | 89 ++++++++++++++++++++++++
 docs/ibkr_paper_top50_switch.md          | 42 +++++++++++
 main.py                                  | 53 ++++++++++++++
 notifications/telegram.py                |  4 ++
 requirements.txt                         |  2 +-
 tests/test_notifications.py              |  1 +
 tests/test_paper_liquidation_service.py  | 64 +++++++++++++++++
 8 files changed, 272 insertions(+), 10 deletions(-)
 create mode 100644 application/paper_liquidation_service.py
 create mode 100644 docs/ibkr_paper_top50_switch.md
 create mode 100644 tests/test_paper_liquidation_service.py

diff --git a/.github/workflows/ci.yml b/.github/workflows/ci.yml
index 2f723a6..2378d3e 100644
--- a/.github/workflows/ci.yml
+++ b/.github/workflows/ci.yml
@@ -17,9 +17,12 @@ jobs:
         run: |
           set -euo pipefail
           ref="main"
-          if [ -n "${GITHUB_HEAD_REF:-}" ] && git ls-remote --exit-code --heads https://github.com/QuantStrategyLab/QuantPlatformKit.git "${GITHUB_HEAD_REF}" >/dev/null 2>&1; then
-            ref="${GITHUB_HEAD_REF}"
-          fi
+          for candidate in "${GITHUB_HEAD_REF:-}" "${GITHUB_BASE_REF:-}"; do
+            if [ -n "$candidate" ] && git ls-remote --exit-code --heads https://github.com/QuantStrategyLab/QuantPlatformKit.git "$candidate" >/dev/null 2>&1; then
+              ref="$candidate"
+              break
+            fi
+          done
           echo "ref=${ref}" >> "$GITHUB_OUTPUT"
 
       - name: Resolve UsEquityStrategies ref
@@ -27,9 +30,12 @@ jobs:
         run: |
           set -euo pipefail
           ref="main"
-          if [ -n "${GITHUB_HEAD_REF:-}" ] && git ls-remote --exit-code --heads https://github.com/QuantStrategyLab/UsEquityStrategies.git "${GITHUB_HEAD_REF}" >/dev/null 2>&1; then
-            ref="${GITHUB_HEAD_REF}"
-          fi
+          for candidate in "${GITHUB_HEAD_REF:-}" "${GITHUB_BASE_REF:-}"; do
+            if [ -n "$candidate" ] && git ls-remote --exit-code --heads https://github.com/QuantStrategyLab/UsEquityStrategies.git "$candidate" >/dev/null 2>&1; then
+              ref="$candidate"
+              break
+            fi
+          done
           echo "ref=${ref}" >> "$GITHUB_OUTPUT"
 
       - name: Resolve UsEquitySnapshotPipelines ref
@@ -37,9 +43,12 @@ jobs:
         run: |
           set -euo pipefail
           ref="main"
-          if [ -n "${GITHUB_HEAD_REF:-}" ] && git ls-remote --exit-code --heads https://github.com/QuantStrategyLab/UsEquitySnapshotPipelines.git "${GITHUB_HEAD_REF}" >/dev/null 2>&1; then
-            ref="${GITHUB_HEAD_REF}"
-          fi
+          for candidate in "${GITHUB_HEAD_REF:-}" "${GITHUB_BASE_REF:-}"; do
+            if [ -n "$candidate" ] && git ls-remote --exit-code --heads https://github.com/QuantStrategyLab/UsEquitySnapshotPipelines.git "$candidate" >/dev/null 2>&1; then
+              ref="$candidate"
+              break
+            fi
+          done
           echo "ref=${ref}" >> "$GITHUB_OUTPUT"
 
       - name: Checkout QuantPlatformKit
diff --git a/application/paper_liquidation_service.py b/application/paper_liquidation_service.py
new file mode 100644
index 0000000..ea3eca1
--- /dev/null
+++ b/application/paper_liquidation_service.py
@@ -0,0 +1,89 @@
+"""Paper-account liquidation helper for controlled strategy switch rehearsals."""
+
+from __future__ import annotations
+
+from dataclasses import asdict, is_dataclass
+from typing import Any
+
+
+def _position_symbol(position: Any) -> str:
+    if isinstance(position, dict):
+        return str(position.get("symbol") or "").strip().upper()
+    return str(getattr(position, "symbol", "") or "").strip().upper()
+
+
+def _position_quantity(position: Any) -> float:
+    if isinstance(position, dict):
+        return float(position.get("quantity") or 0.0)
+    return float(getattr(position, "quantity", 0.0) or 0.0)
+
+
+def build_liquidation_intents(positions, *, order_intent_cls) -> tuple[Any, ...]:
+    intents = []
+    iterable = positions.values() if isinstance(positions, dict) else positions
+    for position in iterable or ():
+        symbol = _position_symbol(position)
+        quantity = _position_quantity(position)
+        if not symbol or quantity == 0:
+            continue
+        side = "sell" if quantity > 0 else "buy"
+        intents.append(
+            order_intent_cls(
+                symbol=symbol,
+                side=side,
+                quantity=abs(quantity),
+            )
+        )
+    return tuple(intents)
+
+
+def _report_to_dict(report: Any) -> dict[str, Any]:
+    if is_dataclass(report):
+        return asdict(report)
+    return {
+        "symbol": getattr(report, "symbol", None),
+        "side": getattr(report, "side", None),
+        "quantity": getattr(report, "quantity", None),
+        "status": getattr(report, "status", None),
+        "broker_order_id": getattr(report, "broker_order_id", None),
+    }
+
+
+def execute_paper_liquidation(
+    ib,
+    positions,
+    *,
+    submit_order_intent,
+    order_intent_cls,
+    dry_run_only: bool,
+) -> dict[str, Any]:
+    intents = build_liquidation_intents(positions, order_intent_cls=order_intent_cls)
+    summary: dict[str, Any] = {
+        "mode": "dry_run" if dry_run_only else "paper",
+        "positions_seen": len(positions or ()),
+        "orders_submitted": [],
+        "orders_skipped": [],
+        "execution_status": "no_op" if not intents else "dry_run" if dry_run_only else "executing",
+    }
+    if dry_run_only:
+        summary["orders_submitted"] = [
+            {
+                "symbol": intent.symbol,
+                "side": intent.side,
+                "quantity": intent.quantity,
+                "status": "dry_run",
+            }
+            for intent in intents
+        ]
+        return summary
+
+    for intent in intents:
+        report = submit_order_intent(ib, intent)
+        payload = _report_to_dict(report)
+        status = str(payload.get("status") or "")
+        if status in {"Submitted", "PreSubmitted", "Filled", "PartiallyFilled", "Partial"}:
+            summary["orders_submitted"].append(payload)
+        else:
+            summary["orders_skipped"].append({**payload, "reason": status or "submit_failed"})
+    summary["execution_status"] = "submitted" if summary["orders_submitted"] else "blocked"
+    return summary
diff --git a/docs/ibkr_paper_top50_switch.md b/docs/ibkr_paper_top50_switch.md
new file mode 100644
index 0000000..22d71c0
--- /dev/null
+++ b/docs/ibkr_paper_top50_switch.md
@@ -0,0 +1,42 @@
+# IBKR Paper Top50 Balanced Switch Runbook
+
+This branch is for a paper-account rehearsal only. Do not use it for live IBKR.
+
+## Safety Gates
+
+- `ACCOUNT_GROUP=default` must resolve to `ib_gateway_mode=paper`.
+- `IBKR_PAPER_LIQUIDATE_ONLY=true` is guarded in code and raises if the selected account group is not paper.
+- Keep `IBKR_DRY_RUN_ONLY=true` for the first invocation after every deploy or env change.
+
+## Required Runtime Env
+
+```text
+STRATEGY_PROFILE=mega_cap_leader_rotation_top50_balanced
+ACCOUNT_GROUP=default
+IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
+IBKR_FEATURE_SNAPSHOT_PATH=gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/us_equity/mega_cap_leader_rotation_top50_balanced_staging/mega_cap_leader_rotation_top50_balanced_feature_snapshot_latest.csv
+IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=gs://qsl-runtime-logs-interactivebrokersquant/strategy-artifacts/us_equity/mega_cap_leader_rotation_top50_balanced_staging/mega_cap_leader_rotation_top50_balanced_feature_snapshot_latest.csv.manifest.json
+NOTIFY_LANG=zh
+```
+
+## Rehearsal Sequence
+
+1. Publish a fresh `mega_cap_leader_rotation_top50_balanced` snapshot/manifest/ranking/release summary to the GCS prefix above.
+2. Deploy this branch to `interactive-brokers-quant-service`.
+3. Set `IBKR_DRY_RUN_ONLY=true` and invoke once. Confirm the notification is Chinese and the target list is sensible.
+4. Set `IBKR_PAPER_LIQUIDATE_ONLY=true` and keep `IBKR_DRY_RUN_ONLY=true`; invoke once to preview paper liquidation orders.
+5. Remove `IBKR_DRY_RUN_ONLY`, keep `IBKR_PAPER_LIQUIDATE_ONLY=true`; invoke once to clear the paper account.
+6. Remove `IBKR_PAPER_LIQUIDATE_ONLY`; invoke once to run the Top50 balanced strategy on the cleared paper account.
+7. Review Telegram, Cloud Logging, and the execution report artifact before any future live discussion.
+
+## Rollback
+
+Restore the previous paper strategy env:
+
+```text
+STRATEGY_PROFILE=soxl_soxx_trend_income
+unset IBKR_FEATURE_SNAPSHOT_PATH
+unset IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH
+unset IBKR_PAPER_LIQUIDATE_ONLY
+unset IBKR_DRY_RUN_ONLY
+```
diff --git a/main.py b/main.py
index 97a1d75..c5339ff 100644
--- a/main.py
+++ b/main.py
@@ -36,6 +36,7 @@
     execute_rebalance as application_execute_rebalance,
     get_market_prices as application_get_market_prices,
 )
+from application.paper_liquidation_service import execute_paper_liquidation
 from application.rebalance_service import run_strategy_core as run_rebalance_cycle
 from decision_mapper import map_strategy_decision
 from entrypoints.cloud_run import is_market_open_today
@@ -158,6 +159,10 @@ def get_ib_connect_timeout_seconds():
     return timeout_seconds
 
 
+def _env_flag(name: str) -> bool:
+    return str(os.getenv(name) or "").strip().lower() in {"1", "true", "yes", "on"}
+
+
 # ---------------------------------------------------------------------------
 # Config
 # ---------------------------------------------------------------------------
@@ -205,6 +210,7 @@ def get_ib_connect_timeout_seconds():
     or RUNTIME_SETTINGS.strategy_config_source
 )
 RECONCILIATION_OUTPUT_PATH = RUNTIME_SETTINGS.reconciliation_output_path
+PAPER_LIQUIDATE_ONLY = _env_flag("IBKR_PAPER_LIQUIDATE_ONLY")
 
 TG_TOKEN = RUNTIME_SETTINGS.tg_token
 TG_CHAT_ID = RUNTIME_SETTINGS.tg_chat_id
@@ -476,11 +482,58 @@ def execute_rebalance(
     )
 
 
+def _format_liquidation_orders(orders) -> str:
+    preview = []
+    for order in orders or ():
+        symbol = str(order.get("symbol") or "").strip().upper()
+        side = str(order.get("side") or "").strip().lower()
+        quantity = float(order.get("quantity") or 0.0)
+        status = str(order.get("status") or "").strip()
+        if symbol:
+            preview.append(f"{symbol} {side} {quantity:g} {status}".strip())
+    return ", ".join(preview) if preview else t("no_trades")
+
+
+def run_paper_liquidation_cycle():
+    if RUNTIME_SETTINGS.ib_gateway_mode != "paper":
+        raise RuntimeError("IBKR_PAPER_LIQUIDATE_ONLY is only allowed when ib_gateway_mode=paper")
+
+    ib = connect_ib()
+    try:
+        positions, _account_values = get_current_portfolio(ib)
+        summary = execute_paper_liquidation(
+            ib,
+            positions,
+            submit_order_intent=submit_order_intent,
+            order_intent_cls=OrderIntent,
+            dry_run_only=RUNTIME_SETTINGS.dry_run_only,
+        )
+        message = (
+            f"{t('rebalance_title')}\n"
+            f"{t('strategy_label', name=strategy_display_name)}\n"
+            f"{t('paper_liquidation_only')}\n"
+            f"{t('paper_liquidation_status', mode=summary['mode'], status=summary['execution_status'])}\n"
+            f"{SEPARATOR}\n"
+            f"{_format_liquidation_orders(summary.get('orders_submitted'))}"
+        )
+        send_tg_message(message)
+        print(message, flush=True)
+        global LAST_CYCLE_DETAILS
+        LAST_CYCLE_DETAILS = {"execution_summary": summary}
+        return "OK"
+    finally:
+        if ib is not None and hasattr(ib, "disconnect"):
+            ib.disconnect()
+
+
 # ---------------------------------------------------------------------------
 # Main strategy runner
 # ---------------------------------------------------------------------------
 def run_strategy_core():
     global LAST_CYCLE_DETAILS
+    if PAPER_LIQUIDATE_ONLY:
+        return run_paper_liquidation_cycle()
+
     cycle_details: dict[str, object] = {}
     result = run_rebalance_cycle(
         connect_ib=connect_ib,
diff --git a/notifications/telegram.py b/notifications/telegram.py
index 7e4f3dc..c9e526d 100644
--- a/notifications/telegram.py
+++ b/notifications/telegram.py
@@ -67,6 +67,8 @@
         "order_filled": "✅ 订单成交 | {symbol} {side} {qty}股 均价 ${price}（订单号: {order_id}）",
         "order_partial": "⚠️ 部分成交 | {symbol} {side} {executed}/{qty}股 均价 ${price}（订单号: {order_id}）",
         "order_rejected": "❌ 订单异常 | {symbol} {side} {qty}股 状态: {status}（订单号: {order_id}）",
+        "paper_liquidation_only": "IBKR 模拟账户清仓模式",
+        "paper_liquidation_status": "模式={mode} 状态={status}",
         "small_account_warning_note": "小账户提示：净值 {portfolio_equity} 低于建议 {min_recommended_equity}；{reason}",
         "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication": "整数股和最小仓位限制可能导致实盘无法完全复现回测",
         "strategy_name_global_etf_rotation": "全球 ETF 轮动",
@@ -143,6 +145,8 @@
         "order_filled": "✅ Filled | {symbol} {side} {qty} shares avg ${price} (ID: {order_id})",
         "order_partial": "⚠️ Partial | {symbol} {side} {executed}/{qty} shares avg ${price} (ID: {order_id})",
         "order_rejected": "❌ Rejected | {symbol} {side} {qty} shares status: {status} (ID: {order_id})",
+        "paper_liquidation_only": "IBKR paper liquidation only",
+        "paper_liquidation_status": "mode={mode} status={status}",
         "small_account_warning_note": "small account warning: portfolio equity {portfolio_equity} is below recommended {min_recommended_equity}; {reason}",
         "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication": "integer-share minimum position sizing may prevent backtest replication",
         "strategy_name_global_etf_rotation": "Global ETF Rotation",
diff --git a/requirements.txt b/requirements.txt
index eafe1d3..a364baa 100644
--- a/requirements.txt
+++ b/requirements.txt
@@ -1,7 +1,7 @@
 flask
 gunicorn
 quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@v0.7.18
-us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@v0.7.28
+us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@codex/mega-cap-top50-balanced
 pandas
 numpy
 requests
diff --git a/tests/test_notifications.py b/tests/test_notifications.py
index 4c9529b..e158754 100644
--- a/tests/test_notifications.py
+++ b/tests/test_notifications.py
@@ -8,6 +8,7 @@ def test_build_translator_supports_chinese():
     assert translate("target_weights_title") == "目标持仓"
     assert translate("market_status_risk_on", asset="SOXL") == "🚀 风险开启（SOXL）"
     assert translate("signal_risk_on", window=150, ratio="40.2%") == "SOXL 站上 150 日均线，持有 SOXL，交易层风险仓位 40.2%"
+    assert translate("paper_liquidation_only") == "IBKR 模拟账户清仓模式"
     assert translate("market_status_blend_gate_risk_on", asset="SOXX+SOXL") == "🚀 风险开启（SOXX+SOXL）"
     assert (
         translate(
diff --git a/tests/test_paper_liquidation_service.py b/tests/test_paper_liquidation_service.py
new file mode 100644
index 0000000..8c02a82
--- /dev/null
+++ b/tests/test_paper_liquidation_service.py
@@ -0,0 +1,64 @@
+from types import SimpleNamespace
+
+from quant_platform_kit.common.models import OrderIntent
+
+from application.paper_liquidation_service import build_liquidation_intents, execute_paper_liquidation
+
+
+def test_build_liquidation_intents_sells_longs_and_buys_shorts():
+    positions = {
+        "AAPL": {"symbol": "AAPL", "quantity": 3},
+        "TSLA": {"symbol": "TSLA", "quantity": -2},
+        "CASH": {"symbol": "CASH", "quantity": 0},
+    }
+
+    intents = build_liquidation_intents(positions, order_intent_cls=OrderIntent)
+
+    assert [(intent.symbol, intent.side, intent.quantity) for intent in intents] == [
+        ("AAPL", "sell", 3),
+        ("TSLA", "buy", 2),
+    ]
+
+
+def test_execute_paper_liquidation_supports_dry_run():
+    positions = {"AAPL": {"symbol": "AAPL", "quantity": 3}}
+
+    summary = execute_paper_liquidation(
+        object(),
+        positions,
+        submit_order_intent=lambda *_args: None,
+        order_intent_cls=OrderIntent,
+        dry_run_only=True,
+    )
+
+    assert summary["mode"] == "dry_run"
+    assert summary["execution_status"] == "dry_run"
+    assert summary["orders_submitted"] == [
+        {"symbol": "AAPL", "side": "sell", "quantity": 3, "status": "dry_run"}
+    ]
+
+
+def test_execute_paper_liquidation_submits_market_orders():
+    submitted = []
+
+    def submit(_ib, intent):
+        submitted.append(intent)
+        return SimpleNamespace(
+            symbol=intent.symbol,
+            side=intent.side,
+            quantity=intent.quantity,
+            status="Submitted",
+            broker_order_id="1",
+        )
+
+    summary = execute_paper_liquidation(
+        object(),
+        {"AAPL": {"symbol": "AAPL", "quantity": 3}},
+        submit_order_intent=submit,
+        order_intent_cls=OrderIntent,
+        dry_run_only=False,
+    )
+
+    assert [(intent.symbol, intent.side, intent.quantity) for intent in submitted] == [("AAPL", "sell", 3)]
+    assert summary["execution_status"] == "submitted"
+    assert summary["orders_submitted"][0]["symbol"] == "AAPL"

From 694efa5f04c267be11bbf1b06a2d155fe81aa677 Mon Sep 17 00:00:00 2001
From: Pigbibi <20649888+Pigbibi@users.noreply.github.com>
Date: Fri, 17 Apr 2026 23:33:35 +0800
Subject: [PATCH 4/8] Retry paper liquidation position fetch

---
 application/paper_liquidation_service.py | 4 ++--
 main.py                                  | 6 ++++++
 notifications/telegram.py                | 2 ++
 tests/test_notifications.py              | 1 +
 tests/test_paper_liquidation_service.py  | 2 +-
 5 files changed, 12 insertions(+), 3 deletions(-)

diff --git a/application/paper_liquidation_service.py b/application/paper_liquidation_service.py
index ea3eca1..9698e6c 100644
--- a/application/paper_liquidation_service.py
+++ b/application/paper_liquidation_service.py
@@ -14,8 +14,8 @@ def _position_symbol(position: Any) -> str:
 
 def _position_quantity(position: Any) -> float:
     if isinstance(position, dict):
-        return float(position.get("quantity") or 0.0)
-    return float(getattr(position, "quantity", 0.0) or 0.0)
+        return float(position.get("quantity", position.get("position", 0.0)) or 0.0)
+    return float(getattr(position, "quantity", getattr(position, "position", 0.0)) or 0.0)
 
 
 def build_liquidation_intents(positions, *, order_intent_cls) -> tuple[Any, ...]:
diff --git a/main.py b/main.py
index c5339ff..a7f3d27 100644
--- a/main.py
+++ b/main.py
@@ -1,5 +1,6 @@
 """IBKR strategy runner for shared us_equity strategy profiles."""
 import os
+import time
 import traceback
 from datetime import datetime, timezone
 from zoneinfo import ZoneInfo
@@ -501,6 +502,10 @@ def run_paper_liquidation_cycle():
     ib = connect_ib()
     try:
         positions, _account_values = get_current_portfolio(ib)
+        if not positions:
+            print("paper_liquidation_positions_empty_retry", flush=True)
+            time.sleep(2.0)
+            positions, _account_values = get_current_portfolio(ib)
         summary = execute_paper_liquidation(
             ib,
             positions,
@@ -513,6 +518,7 @@ def run_paper_liquidation_cycle():
             f"{t('strategy_label', name=strategy_display_name)}\n"
             f"{t('paper_liquidation_only')}\n"
             f"{t('paper_liquidation_status', mode=summary['mode'], status=summary['execution_status'])}\n"
+            f"{t('paper_liquidation_positions_seen', count=summary['positions_seen'])}\n"
             f"{SEPARATOR}\n"
             f"{_format_liquidation_orders(summary.get('orders_submitted'))}"
         )
diff --git a/notifications/telegram.py b/notifications/telegram.py
index c9e526d..871bced 100644
--- a/notifications/telegram.py
+++ b/notifications/telegram.py
@@ -69,6 +69,7 @@
         "order_rejected": "❌ 订单异常 | {symbol} {side} {qty}股 状态: {status}（订单号: {order_id}）",
         "paper_liquidation_only": "IBKR 模拟账户清仓模式",
         "paper_liquidation_status": "模式={mode} 状态={status}",
+        "paper_liquidation_positions_seen": "识别持仓={count}",
         "small_account_warning_note": "小账户提示：净值 {portfolio_equity} 低于建议 {min_recommended_equity}；{reason}",
         "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication": "整数股和最小仓位限制可能导致实盘无法完全复现回测",
         "strategy_name_global_etf_rotation": "全球 ETF 轮动",
@@ -147,6 +148,7 @@
         "order_rejected": "❌ Rejected | {symbol} {side} {qty} shares status: {status} (ID: {order_id})",
         "paper_liquidation_only": "IBKR paper liquidation only",
         "paper_liquidation_status": "mode={mode} status={status}",
+        "paper_liquidation_positions_seen": "positions_seen={count}",
         "small_account_warning_note": "small account warning: portfolio equity {portfolio_equity} is below recommended {min_recommended_equity}; {reason}",
         "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication": "integer-share minimum position sizing may prevent backtest replication",
         "strategy_name_global_etf_rotation": "Global ETF Rotation",
diff --git a/tests/test_notifications.py b/tests/test_notifications.py
index e158754..16a6655 100644
--- a/tests/test_notifications.py
+++ b/tests/test_notifications.py
@@ -9,6 +9,7 @@ def test_build_translator_supports_chinese():
     assert translate("market_status_risk_on", asset="SOXL") == "🚀 风险开启（SOXL）"
     assert translate("signal_risk_on", window=150, ratio="40.2%") == "SOXL 站上 150 日均线，持有 SOXL，交易层风险仓位 40.2%"
     assert translate("paper_liquidation_only") == "IBKR 模拟账户清仓模式"
+    assert translate("paper_liquidation_positions_seen", count=4) == "识别持仓=4"
     assert translate("market_status_blend_gate_risk_on", asset="SOXX+SOXL") == "🚀 风险开启（SOXX+SOXL）"
     assert (
         translate(
diff --git a/tests/test_paper_liquidation_service.py b/tests/test_paper_liquidation_service.py
index 8c02a82..9a10b29 100644
--- a/tests/test_paper_liquidation_service.py
+++ b/tests/test_paper_liquidation_service.py
@@ -8,7 +8,7 @@
 def test_build_liquidation_intents_sells_longs_and_buys_shorts():
     positions = {
         "AAPL": {"symbol": "AAPL", "quantity": 3},
-        "TSLA": {"symbol": "TSLA", "quantity": -2},
+        "TSLA": {"symbol": "TSLA", "position": -2},
         "CASH": {"symbol": "CASH", "quantity": 0},
     }
 

From cb1e156ec1696ed664f9261474d39d01b87dbccf Mon Sep 17 00:00:00 2001
From: Pigbibi <20649888+Pigbibi@users.noreply.github.com>
Date: Fri, 17 Apr 2026 23:39:14 +0800
Subject: [PATCH 5/8] Use position keys for paper liquidation symbols

---
 application/paper_liquidation_service.py | 16 ++++++++++------
 tests/test_paper_liquidation_service.py  | 14 ++++++++++++++
 2 files changed, 24 insertions(+), 6 deletions(-)

diff --git a/application/paper_liquidation_service.py b/application/paper_liquidation_service.py
index 9698e6c..80ebbcd 100644
--- a/application/paper_liquidation_service.py
+++ b/application/paper_liquidation_service.py
@@ -6,10 +6,10 @@
 from typing import Any
 
 
-def _position_symbol(position: Any) -> str:
+def _position_symbol(position: Any, *, fallback: str | None = None) -> str:
     if isinstance(position, dict):
-        return str(position.get("symbol") or "").strip().upper()
-    return str(getattr(position, "symbol", "") or "").strip().upper()
+        return str(position.get("symbol") or fallback or "").strip().upper()
+    return str(getattr(position, "symbol", fallback or "") or "").strip().upper()
 
 
 def _position_quantity(position: Any) -> float:
@@ -20,9 +20,13 @@ def _position_quantity(position: Any) -> float:
 
 def build_liquidation_intents(positions, *, order_intent_cls) -> tuple[Any, ...]:
     intents = []
-    iterable = positions.values() if isinstance(positions, dict) else positions
-    for position in iterable or ():
-        symbol = _position_symbol(position)
+    iterable = (
+        positions.items()
+        if isinstance(positions, dict)
+        else ((None, position) for position in positions or ())
+    )
+    for symbol_hint, position in iterable:
+        symbol = _position_symbol(position, fallback=symbol_hint)
         quantity = _position_quantity(position)
         if not symbol or quantity == 0:
             continue
diff --git a/tests/test_paper_liquidation_service.py b/tests/test_paper_liquidation_service.py
index 9a10b29..af0b7d0 100644
--- a/tests/test_paper_liquidation_service.py
+++ b/tests/test_paper_liquidation_service.py
@@ -20,6 +20,20 @@ def test_build_liquidation_intents_sells_longs_and_buys_shorts():
     ]
 
 
+def test_build_liquidation_intents_uses_dict_keys_as_symbol_fallbacks():
+    positions = {
+        "AAPL": {"quantity": 3},
+        "TSLA": {"position": -2},
+    }
+
+    intents = build_liquidation_intents(positions, order_intent_cls=OrderIntent)
+
+    assert [(intent.symbol, intent.side, intent.quantity) for intent in intents] == [
+        ("AAPL", "sell", 3),
+        ("TSLA", "buy", 2),
+    ]
+
+
 def test_execute_paper_liquidation_supports_dry_run():
     positions = {"AAPL": {"symbol": "AAPL", "quantity": 3}}
 

From a862899ca679d287fad88ae544f1a6aee7758d5c Mon Sep 17 00:00:00 2001
From: Pigbibi <20649888+Pigbibi@users.noreply.github.com>
Date: Fri, 17 Apr 2026 23:46:39 +0800
Subject: [PATCH 6/8] Set explicit IBKR order TIF

---
 application/ibkr_order_execution.py | 60 ++++++++++++++++++++++++++++
 main.py                             |  2 +-
 tests/test_ibkr_order_execution.py  | 61 +++++++++++++++++++++++++++++
 3 files changed, 122 insertions(+), 1 deletion(-)
 create mode 100644 application/ibkr_order_execution.py
 create mode 100644 tests/test_ibkr_order_execution.py

diff --git a/application/ibkr_order_execution.py b/application/ibkr_order_execution.py
new file mode 100644
index 0000000..711c7a4
--- /dev/null
+++ b/application/ibkr_order_execution.py
@@ -0,0 +1,60 @@
+"""IBKR order submission adapters for platform-specific broker quirks."""
+
+from __future__ import annotations
+
+from dataclasses import replace
+from typing import Any, Callable
+
+from quant_platform_kit.common.models import ExecutionReport, OrderIntent
+from quant_platform_kit.ibkr.execution import submit_order_intent as _submit_order_intent
+
+DEFAULT_TIME_IN_FORCE = "DAY"
+
+
+def _intent_with_default_time_in_force(order_intent: OrderIntent) -> OrderIntent:
+    if order_intent.time_in_force:
+        return order_intent
+    return replace(order_intent, time_in_force=DEFAULT_TIME_IN_FORCE)
+
+
+def _market_order_factory_with_time_in_force(
+    market_order_factory: Callable[..., Any] | None,
+    *,
+    time_in_force: str,
+) -> Callable[..., Any]:
+    def factory(side: str, quantity: float) -> Any:
+        factory_impl = market_order_factory
+        if factory_impl is None:
+            from ib_insync import MarketOrder
+
+            factory_impl = MarketOrder
+        order = factory_impl(side, quantity)
+        order.tif = time_in_force
+        return order
+
+    return factory
+
+
+def submit_order_intent(
+    ib: Any,
+    order_intent: OrderIntent,
+    *,
+    wait_seconds: float = 1.0,
+    stock_factory: Callable[..., Any] | None = None,
+    market_order_factory: Callable[..., Any] | None = None,
+    limit_order_factory: Callable[..., Any] | None = None,
+) -> ExecutionReport:
+    """Submit an IBKR order with explicit TIF to avoid account-preset rejections."""
+
+    intent = _intent_with_default_time_in_force(order_intent)
+    return _submit_order_intent(
+        ib,
+        intent,
+        wait_seconds=wait_seconds,
+        stock_factory=stock_factory,
+        market_order_factory=_market_order_factory_with_time_in_force(
+            market_order_factory,
+            time_in_force=intent.time_in_force or DEFAULT_TIME_IN_FORCE,
+        ),
+        limit_order_factory=limit_order_factory,
+    )
diff --git a/main.py b/main.py
index a7f3d27..4843ead 100644
--- a/main.py
+++ b/main.py
@@ -30,8 +30,8 @@
     fetch_historical_price_series,
     fetch_portfolio_snapshot,
     fetch_quote_snapshots,
-    submit_order_intent,
 )
+from application.ibkr_order_execution import submit_order_intent
 from application.execution_service import (
     check_order_submitted as application_check_order_submitted,
     execute_rebalance as application_execute_rebalance,
diff --git a/tests/test_ibkr_order_execution.py b/tests/test_ibkr_order_execution.py
new file mode 100644
index 0000000..e22214d
--- /dev/null
+++ b/tests/test_ibkr_order_execution.py
@@ -0,0 +1,61 @@
+from types import SimpleNamespace
+
+from quant_platform_kit.common.models import OrderIntent
+
+from application.ibkr_order_execution import submit_order_intent
+
+
+class FakeMarketOrder:
+    def __init__(self, side, quantity):
+        self.action = side
+        self.totalQuantity = quantity
+        self.tif = ""
+
+
+class FakeIB:
+    def __init__(self):
+        self.placed_order = None
+
+    def qualifyContracts(self, _contract):
+        return None
+
+    def placeOrder(self, _contract, order):
+        self.placed_order = order
+        return SimpleNamespace(
+            order=SimpleNamespace(orderId=42),
+            orderStatus=SimpleNamespace(status="Submitted", filled=0, avgFillPrice=0),
+        )
+
+
+def fake_stock(symbol, exchange, currency):
+    return SimpleNamespace(symbol=symbol, exchange=exchange, currency=currency)
+
+
+def test_submit_order_intent_sets_default_day_tif_on_market_orders():
+    ib = FakeIB()
+
+    report = submit_order_intent(
+        ib,
+        OrderIntent(symbol="AAPL", side="sell", quantity=3),
+        wait_seconds=0,
+        stock_factory=fake_stock,
+        market_order_factory=FakeMarketOrder,
+    )
+
+    assert ib.placed_order.tif == "DAY"
+    assert report.status == "Submitted"
+    assert report.raw_payload["time_in_force"] == "DAY"
+
+
+def test_submit_order_intent_preserves_explicit_tif_on_market_orders():
+    ib = FakeIB()
+
+    submit_order_intent(
+        ib,
+        OrderIntent(symbol="AAPL", side="sell", quantity=3, time_in_force="GTC"),
+        wait_seconds=0,
+        stock_factory=fake_stock,
+        market_order_factory=FakeMarketOrder,
+    )
+
+    assert ib.placed_order.tif == "GTC"

From 8fe1c5e56bb08b4c47b9dd452a18cf7d4429e986 Mon Sep 17 00:00:00 2001
From: Pigbibi <20649888+Pigbibi@users.noreply.github.com>
Date: Fri, 17 Apr 2026 23:51:24 +0800
Subject: [PATCH 7/8] Report no-op paper liquidation cleanly

---
 application/paper_liquidation_service.py |  3 +++
 tests/test_paper_liquidation_service.py  | 14 ++++++++++++++
 2 files changed, 17 insertions(+)

diff --git a/application/paper_liquidation_service.py b/application/paper_liquidation_service.py
index 80ebbcd..347fd75 100644
--- a/application/paper_liquidation_service.py
+++ b/application/paper_liquidation_service.py
@@ -69,6 +69,9 @@ def execute_paper_liquidation(
         "orders_skipped": [],
         "execution_status": "no_op" if not intents else "dry_run" if dry_run_only else "executing",
     }
+    if not intents:
+        return summary
+
     if dry_run_only:
         summary["orders_submitted"] = [
             {
diff --git a/tests/test_paper_liquidation_service.py b/tests/test_paper_liquidation_service.py
index af0b7d0..8ce8939 100644
--- a/tests/test_paper_liquidation_service.py
+++ b/tests/test_paper_liquidation_service.py
@@ -52,6 +52,20 @@ def test_execute_paper_liquidation_supports_dry_run():
     ]
 
 
+def test_execute_paper_liquidation_reports_no_op_when_no_positions():
+    summary = execute_paper_liquidation(
+        object(),
+        {},
+        submit_order_intent=lambda *_args: None,
+        order_intent_cls=OrderIntent,
+        dry_run_only=False,
+    )
+
+    assert summary["mode"] == "paper"
+    assert summary["execution_status"] == "no_op"
+    assert summary["orders_submitted"] == []
+
+
 def test_execute_paper_liquidation_submits_market_orders():
     submitted = []
 

From 384345d994aa6007547eea39a4d9274670c2f2d0 Mon Sep 17 00:00:00 2001
From: Pigbibi <20649888+Pigbibi@users.noreply.github.com>
Date: Sat, 18 Apr 2026 00:18:17 +0800
Subject: [PATCH 8/8] Use main strategies dependency

---
 requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/requirements.txt b/requirements.txt
index a364baa..ba28448 100644
--- a/requirements.txt
+++ b/requirements.txt
@@ -1,7 +1,7 @@
 flask
 gunicorn
 quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@v0.7.18
-us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@codex/mega-cap-top50-balanced
+us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@main
 pandas
 numpy
 requests