[codex] suppress no-trade cycle notifications

application/rebalance_service.py

@@ -65,15 +65,24 @@ def _localize_notification_text(text: str, *, translator) -> str:
     )
 
 
-def _should_suppress_noop_notification(signal_metadata: Mapping[str, object] | None, *, order_count: int = -1, has_error: bool = False) -> bool:
+def _should_suppress_noop_notification(
+    signal_metadata: Mapping[str, object] | None,
+    *,
+    order_count: int = -1,
+    has_error: bool = False,
+    notify_no_trade_cycles: bool = True,
+) -> bool:
     """Return True when we should skip sending a Telegram notification.
 
     Suppress when:
     - Outside execution window (monthly/weekly cadence)
+    - No orders placed, no errors, and no-trade cycle notifications are disabled
     - No orders placed, no errors, and signal is idle/waiting
     - Purely informational 'waiting for signal' runs
     """
     metadata = signal_metadata if isinstance(signal_metadata, Mapping) else {}
+    if order_count == 0 and not has_error and not notify_no_trade_cycles:
+        return True
     no_op_reason = str(metadata.get("no_op_reason") or "").strip()
     if no_op_reason.startswith(("outside_execution_window", "outside_monthly_execution_window")):
         return True
@@ -94,6 +103,29 @@ def _should_suppress_noop_notification(signal_metadata: Mapping[str, object] | N
     return False
 
 
+def _execution_summary_has_order_activity(execution_summary: Mapping[str, object] | None) -> bool:
+    summary = execution_summary if isinstance(execution_summary, Mapping) else {}
+    return any(
+        bool(tuple(summary.get(key) or ()))
+        for key in (
+            "orders_submitted",
+            "orders_filled",
+            "orders_partially_filled",
+            "option_orders_submitted",
+            "option_orders_filled",
+            "option_orders_partially_filled",
+        )
+    )
+
+
+def _has_order_activity(*, trade_logs, execution_summary) -> bool:
+    if _execution_summary_has_order_activity(execution_summary):
+        return True
+    if execution_summary is None and tuple(trade_logs or ()):
+        return True
+    return False
+
+
 def _normalize_reconciliation_mode(value: object, *, fallback: str = "") -> str:
     normalized = str(value or "").strip().lower().replace("-", "_")
     if normalized in {"dry_run", "paper", "live"}:
@@ -819,9 +851,12 @@ def run_strategy_core(
                 flush=True,
             )
             order_count = len(orders) if 'orders' in dir() and orders else 0
-            has_error = bool(no_op_reason or fail_reason)
+            has_error = bool(fail_reason)
             notification_suppressed = _should_suppress_noop_notification(
-                signal_metadata, order_count=order_count, has_error=has_error
+                signal_metadata,
+                order_count=order_count,
+                has_error=has_error,
+                notify_no_trade_cycles=getattr(config, "notify_no_trade_cycles", True),
             )
             if notification_suppressed:
                 print(
@@ -906,22 +941,36 @@ def run_strategy_core(
                 no_op_reason="execution_already_recorded",
             )
             record_path = write_reconciliation_record(record, output_path=config.reconciliation_output_path)
-            notification_publisher.publish(
-                notification_renderers.render_heartbeat_notification(
-                    dashboard=dashboard,
-                    strategy_dashboard=strategy_dashboard,
-                    no_op_text=config.translator("no_trades"),
-                    signal_desc=signal_desc,
-                    status_desc=status_desc,
-                    status_icon=signal_metadata.get("status_icon", "🐤"),
-                    translator=config.translator,
-                    separator=config.separator,
-                    strategy_display_name=config.strategy_display_name,
-                    extra_notification_lines=config.extra_notification_lines,
+            notification_suppressed = not getattr(config, "notify_no_trade_cycles", True)
+            if notification_suppressed:
+                print(
+                    "notification_suppressed "
+                    + json.dumps(
+                        {
+                            "reason": "execution_already_recorded",
+                            "strategy_profile": signal_metadata.get("strategy_profile"),
+                        },
+                        ensure_ascii=False,
+                    ),
+                    flush=True,
+                )
+            else:
+                notification_publisher.publish(
+                    notification_renderers.render_heartbeat_notification(
+                        dashboard=dashboard,
+                        strategy_dashboard=strategy_dashboard,
+                        no_op_text=config.translator("no_trades"),
+                        signal_desc=signal_desc,
+                        status_desc=status_desc,
+                        status_icon=signal_metadata.get("status_icon", "🐤"),
+                        translator=config.translator,
+                        separator=config.separator,
+                        strategy_display_name=config.strategy_display_name,
+                        extra_notification_lines=config.extra_notification_lines,
+                    )
                 )
-            )
             return StrategyCycleResult(
-                result="OK - heartbeat",
+                result="OK - no-op" if notification_suppressed else "OK - heartbeat",
                 signal_metadata=dict(signal_metadata or {}),
                 target_weights=dict(resolved_target_weights or {}),
                 execution_summary={"action_done": False, "no_op_reason": "execution_already_recorded"},
@@ -982,21 +1031,38 @@ def run_strategy_core(
             ),
             flush=True,
         )
-        notification_publisher.publish(
-            notification_renderers.render_trade_notification(
-                dashboard=dashboard,
-                strategy_dashboard=strategy_dashboard,
-                trade_logs=trade_logs,
-                execution_summary=execution_summary,
-                signal_desc=signal_desc,
-                status_desc=status_desc,
-                status_icon=signal_metadata.get("status_icon", "🐤"),
-                translator=config.translator,
-                separator=config.separator,
-                strategy_display_name=config.strategy_display_name,
-                extra_notification_lines=config.extra_notification_lines,
+        if _has_order_activity(trade_logs=trade_logs, execution_summary=execution_summary) or getattr(
+            config,
+            "notify_no_trade_cycles",
+            True,
+        ):
+            notification_publisher.publish(
+                notification_renderers.render_trade_notification(
+                    dashboard=dashboard,
+                    strategy_dashboard=strategy_dashboard,
+                    trade_logs=trade_logs,
+                    execution_summary=execution_summary,
+                    signal_desc=signal_desc,
+                    status_desc=status_desc,
+                    status_icon=signal_metadata.get("status_icon", "🐤"),
+                    translator=config.translator,
+                    separator=config.separator,
+                    strategy_display_name=config.strategy_display_name,
+                    extra_notification_lines=config.extra_notification_lines,
+                )
+            )
+        else:
+            print(
+                "notification_suppressed "
+                + json.dumps(
+                    {
+                        "reason": "no_trade_or_error",
+                        "trade_logs_count": len(tuple(trade_logs or ())),
+                    },
+                    ensure_ascii=False,
+                ),
+                flush=True,
             )
-        )
         return StrategyCycleResult(
             result="OK - executed",
             signal_metadata=dict(signal_metadata or {}),

application/runtime_composer.py

@@ -170,6 +170,7 @@ def build_rebalance_config(self, *, extra_notification_lines=(), cash_only_execu
             execution_mode=execution_mode,
             strategy_profile=self.strategy_profile,
             dry_run_only=self.dry_run_only,
+            notify_no_trade_cycles=False,
             execution_dedup_enabled=resolve_execution_dedup_enabled(
                 platform_env_prefix="IBKR",
                 env_reader=self.env_reader,

application/runtime_dependencies.py

@@ -21,6 +21,7 @@ class IBKRRebalanceConfig:
     execution_mode: str = "paper"
     strategy_profile: str = ""
     dry_run_only: bool = False
+    notify_no_trade_cycles: bool = True
     execution_dedup_enabled: bool = False
     execution_state_store: Any = None
     execution_state_account_scope: str = ""

constraints.txt

@@ -3,7 +3,7 @@
 # Generated: 2026-07-01
 # Auto-updated by update-qpk-pin.yml on every push to QPK main.
 
-quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@b0eacd2fe4884f7f2447b704a232e9a121f396c4
+quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@b9a7df85cfc848cebcc3aa6e1d77ec34ca7611ab
 us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@6568c315ce3be6f7ae5b799374cf7fb44232c170
 hk-equity-strategies @ git+https://github.com/QuantStrategyLab/HkEquityStrategies.git@e9e3058c1eaf3f43b25d50df5eb14442816e568e
 cn-equity-strategies @ git+https://github.com/QuantStrategyLab/CnEquityStrategies.git@f6c735c33047d7613a23d5df018ed32f394e6001

requirements.txt

@@ -11,6 +11,6 @@ google-cloud-compute
 google-cloud-secret-manager
 google-cloud-storage
 yfinance
-quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@b0eacd2fe4884f7f2447b704a232e9a121f396c4
+quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@b9a7df85cfc848cebcc3aa6e1d77ec34ca7611ab
 us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@6568c315ce3be6f7ae5b799374cf7fb44232c170
 hk-equity-strategies @ git+https://github.com/QuantStrategyLab/HkEquityStrategies.git@e9e3058c1eaf3f43b25d50df5eb14442816e568e

scripts/check_qpk_pin_consistency.py

@@ -2,11 +2,11 @@
 """Check that all QPK git references match the canonical QPK_PIN.
 Usage: python scripts/check_qpk_pin_consistency.py [--fix]
 """
-import re, subprocess, sys
+import re, sys
 from pathlib import Path
 
 QPK_PIN_URL = "https://raw.githubusercontent.com/QuantStrategyLab/QuantPlatformKit/main/QPK_PIN"
-SHA_RE = re.compile(r"@([a-f0-9]{40})")
+QPK_REF_RE = re.compile(r"QuantPlatformKit\.git@([a-f0-9]{40})")
 
 def fetch_pin() -> str:
     import urllib.request
@@ -23,15 +23,17 @@ def main():
     for path in sorted(Path.cwd().glob("**/requirements*.txt")) + sorted(Path.cwd().glob("**/pyproject.toml")):
         if "external" in str(path): continue
         content = path.read_text()
-        for m in SHA_RE.finditer(content):
+        updated = content
+        for m in QPK_REF_RE.finditer(content):
             sha = m.group(1)
-            if "QuantPlatformKit" not in content[max(0,m.start()-200):m.end()]: continue
             if sha != target:
                 errors += 1
                 print(f"  ❌ {path}: QPK@{sha[:12]} (expected {target[:12]})")
                 if fix:
-                    path.write_text(content.replace(sha, target))
+                    updated = updated.replace(f"QuantPlatformKit.git@{sha}", f"QuantPlatformKit.git@{target}")
                     print("     → fixed")
+        if fix and updated != content:
+            path.write_text(updated)
     if errors:
         print(f"\n{errors} mismatch(es). Run with --fix to auto-fix.")
         return 1

tests/test_rebalance_service.py

@@ -293,25 +293,18 @@ def fake_execute_rebalance(
         ),
         execute_rebalance=fake_execute_rebalance,
         send_tg_message=lambda message: observed["messages"].append(message),
-        translator=_build_test_translator(),
-        separator="---",
-        strategy_display_name="Global ETF Rotation",
+        config=IBKRRebalanceConfig(
+            translator=_build_test_translator(),
+            separator="---",
+            strategy_display_name="Global ETF Rotation",
+            notify_no_trade_cycles=False,
+        ),
     )
 
     assert result.result == "OK - executed"
     assert observed["strategy_symbols"] == ("AAA", "BOXX")
     assert observed["signal_metadata"]["managed_symbols"] == ("AAA", "BOXX")
-    assert observed["messages"]
-    assert "Account Summary" not in observed["messages"][0]
-    assert "Current Positions" not in observed["messages"][0]
-    assert "Execution Summary" not in observed["messages"][0]
-    assert "📌 Strategy portfolio" in observed["messages"][0]
-    assert "Total assets (strategy symbols + cash): $1,000.00" in observed["messages"][0]
-    assert "💼 Strategy holdings" in observed["messages"][0]
-    assert "📏 breadth=60.0%" not in observed["messages"][0]
-    assert "⏱ Timing:" not in observed["messages"][0]
-    assert "Signal snapshot:" not in observed["messages"][0]
-    assert "Target Weights" not in observed["messages"][0]
+    assert observed["messages"] == []
 
 
 def test_run_strategy_core_writes_reconciliation_record(tmp_path):

tests/test_runtime_composer.py

@@ -104,4 +104,5 @@ def fake_reporting_builder(**kwargs):
     assert config.strategy_display_name == "全球 ETF 轮动"
     assert config.reconciliation_output_path == "/tmp/reconciliation.json"
     assert config.extra_notification_lines == ("plugin-line",)
+    assert config.notify_no_trade_cycles is False
     assert reporting_adapters == "reporting-adapters"