Restrict DCA strategy profiles to Firstrade in switch tooling and console.

Co-authored-by: Cursor <cursoragent@cursor.com>

Author: Pigbibi

scripts/build_runtime_switch.py

@@ -177,6 +177,7 @@
         "ibit_smart_dca",
     }
 )
+DCA_SUPPORTED_PLATFORMS = frozenset({"firstrade"})
 DCA_MODES = frozenset({"fixed", "smart"})
 DCA_MODE_VARIABLE = "DCA_MODE"
 DCA_BASE_INVESTMENT_VARIABLE = "DCA_BASE_INVESTMENT_USD"
@@ -329,6 +330,15 @@ def _normalize_dca_mode(value: str) -> str:
     return mode
 
 
+def _validate_dca_platform(platform: str, strategy_profile: str) -> None:
+    profile = str(strategy_profile or "").strip().lower()
+    if profile in DCA_PROFILES and platform not in DCA_SUPPORTED_PLATFORMS:
+        raise ValueError(
+            "DCA strategy profiles are only supported on firstrade; "
+            f"got platform={platform!r}, strategy_profile={profile!r}"
+        )
+
+
 def _normalize_positive_decimal(value: str, *, field_name: str) -> str:
     text = str(value or "").strip()
     if not text or not re.fullmatch(r"(?:\d+|\d*\.\d+)", text):
@@ -810,6 +820,7 @@ def _build_runtime_target(args: argparse.Namespace) -> dict[str, Any]:
     account_selector = _split_csv(args.account_selector) or _account_selector_default(platform, account_scope)
     service_name = args.service_name.strip() if args.service_name else _default_service_name(platform, target_name)
     strategy_profile = args.strategy_profile.strip().lower()
+    _validate_dca_platform(platform, strategy_profile)
     runtime_target: dict[str, Any] = {
         "platform_id": platform,
         "strategy_profile": strategy_profile,

tests/strategy_switch_worker_validation.mjs

@@ -541,8 +541,8 @@ const normalizedPluginInputs = __test.normalizeSwitchInputs({
 });
 assert.equal(normalizedPluginInputs.plugin_mode, "none");
 const normalizedDcaInputs = __test.normalizeSwitchInputs({
-  platform: "ibkr",
-  target_name: "ibkr-primary",
+  platform: "firstrade",
+  target_name: "default",
   strategy_profile: "nasdaq_sp500_smart_dca",
   execution_mode: "live",
   plugin_mode: "auto",
@@ -555,9 +555,21 @@ assert.deepEqual(JSON.parse(normalizedDcaInputs.extra_variables_json), {
   dca_mode: "smart",
   dca_base_investment_usd: "500",
 });
+assert.throws(
+  () => __test.normalizeSwitchInputs({
+    platform: "ibkr",
+    target_name: "ibkr-primary",
+    strategy_profile: "nasdaq_sp500_smart_dca",
+    execution_mode: "live",
+    plugin_mode: "auto",
+    dca_mode: "smart",
+    dca_base_investment_usd: "500",
+  }),
+  /DCA strategy profiles are only supported on firstrade/,
+);
 const normalizedDcaJsonInputs = __test.normalizeSwitchInputs({
-  platform: "ibkr",
-  target_name: "ibkr-primary",
+  platform: "firstrade",
+  target_name: "default",
   strategy_profile: "nasdaq_sp500_smart_dca",
   execution_mode: "live",
   plugin_mode: "auto",
@@ -571,8 +583,8 @@ assert.deepEqual(JSON.parse(normalizedDcaJsonInputs.extra_variables_json), {
   dca_base_investment_usd: "500",
 });
 const normalizedIbitZscoreInputs = __test.normalizeSwitchInputs({
-  platform: "ibkr",
-  target_name: "ibit-primary",
+  platform: "firstrade",
+  target_name: "default",
   strategy_profile: "ibit_smart_dca",
   execution_mode: "live",
   plugin_mode: "auto",
@@ -581,14 +593,25 @@ const normalizedIbitZscoreInputs = __test.normalizeSwitchInputs({
 assert.deepEqual(JSON.parse(normalizedIbitZscoreInputs.extra_variables_json), {
   ibit_zscore_exit_mode: "live",
 });
+assert.throws(
+  () => __test.normalizeSwitchInputs({
+    platform: "ibkr",
+    target_name: "ibit-primary",
+    strategy_profile: "ibit_smart_dca",
+    execution_mode: "live",
+    plugin_mode: "auto",
+    ibit_zscore_exit_mode: "live",
+  }),
+  /DCA strategy profiles are only supported on firstrade/,
+);
 assert.throws(
   () => __test.normalizeSwitchInputs({
     platform: "ibkr",
     target_name: "ibkr-primary",
     strategy_profile: "nasdaq_sp500_smart_dca",
     ibit_zscore_exit_mode: "live",
   }),
-  /IBIT Z-Score exit settings/,
+  /DCA strategy profiles are only supported on firstrade/,
 );
 assert.throws(
   () => __test.normalizeSwitchInputs({
@@ -617,8 +640,8 @@ assert.throws(
 );
 assert.throws(
   () => __test.normalizeSwitchInputs({
-    platform: "ibkr",
-    target_name: "ibkr-primary",
+    platform: "firstrade",
+    target_name: "default",
     strategy_profile: "nasdaq_sp500_smart_dca",
     dca_mode: "smart",
     dca_base_investment_usd: "0",

tests/test_runtime_settings.py

@@ -542,7 +542,7 @@ def test_build_switch_target_uses_dca_monthly_scheduler_window(self):
         args = parser.parse_args(
             [
                 "--platform",
-                "ibkr",
+                "firstrade",
                 "--target-name",
                 "dca",
                 "--strategy-profile",
@@ -569,7 +569,7 @@ def test_build_switch_target_uses_daily_scheduler_when_ibit_zscore_plugin_is_aut
         args = parser.parse_args(
             [
                 "--platform",
-                "ibkr",
+                "firstrade",
                 "--target-name",
                 "ibit",
                 "--strategy-profile",
@@ -579,7 +579,7 @@ def test_build_switch_target_uses_daily_scheduler_when_ibit_zscore_plugin_is_aut
 
         target = build_runtime_switch.build_switch_target(args)
         assignments = {item.name: item.value for item in runtime_settings.build_assignments(target)}
-        plugin_payload = json.loads(assignments["IBKR_STRATEGY_PLUGIN_MOUNTS_JSON"])
+        plugin_payload = json.loads(assignments["FIRSTRADE_STRATEGY_PLUGIN_MOUNTS_JSON"])
 
         self.assertEqual(
             target["runtime_target"]["scheduler"],
@@ -601,7 +601,7 @@ def test_build_switch_target_sets_ibit_zscore_exit_runtime_controls(self):
         args = parser.parse_args(
             [
                 "--platform",
-                "ibkr",
+                "firstrade",
                 "--target-name",
                 "ibit",
                 "--strategy-profile",
@@ -625,7 +625,7 @@ def test_build_switch_target_disables_ibit_zscore_exit_when_plugins_are_disabled
         args = parser.parse_args(
             [
                 "--platform",
-                "ibkr",
+                "firstrade",
                 "--target-name",
                 "ibit",
                 "--strategy-profile",
@@ -647,7 +647,7 @@ def test_build_switch_target_rejects_ibit_zscore_controls_for_other_profiles(sel
         args = parser.parse_args(
             [
                 "--platform",
-                "ibkr",
+                "firstrade",
                 "--target-name",
                 "dca",
                 "--strategy-profile",
@@ -665,7 +665,7 @@ def test_build_switch_target_sets_dca_settings_for_dca_profile(self):
         args = parser.parse_args(
             [
                 "--platform",
-                "ibkr",
+                "firstrade",
                 "--target-name",
                 "dca",
                 "--strategy-profile",
@@ -690,7 +690,7 @@ def test_build_switch_target_accepts_dca_control_fields_from_extra_variables_jso
         args = parser.parse_args(
             [
                 "--platform",
-                "ibkr",
+                "firstrade",
                 "--target-name",
                 "dca",
                 "--strategy-profile",
@@ -728,7 +728,7 @@ def test_build_switch_target_rejects_dca_settings_for_non_dca_profile(self):
         with self.assertRaisesRegex(ValueError, "DCA settings are only supported"):
             build_runtime_switch.build_switch_target(args)
 
-    def test_build_switch_target_rejects_direct_dca_extra_variables(self):
+    def test_build_switch_target_rejects_dca_profile_on_non_firstrade_platform(self):
         parser = build_runtime_switch.build_parser()
         args = parser.parse_args(
             [
@@ -738,6 +738,24 @@ def test_build_switch_target_rejects_direct_dca_extra_variables(self):
                 "dca",
                 "--strategy-profile",
                 "nasdaq_sp500_smart_dca",
+                "--plugin-mode",
+                "none",
+            ]
+        )
+
+        with self.assertRaisesRegex(ValueError, "DCA strategy profiles are only supported on firstrade"):
+            build_runtime_switch.build_switch_target(args)
+
+    def test_build_switch_target_rejects_direct_dca_extra_variables(self):
+        parser = build_runtime_switch.build_parser()
+        args = parser.parse_args(
+            [
+                "--platform",
+                "firstrade",
+                "--target-name",
+                "dca",
+                "--strategy-profile",
+                "nasdaq_sp500_smart_dca",
                 "--extra-variables-json",
                 '{"DCA_MODE":"smart"}',
             ]
@@ -799,7 +817,7 @@ def test_build_switch_target_can_disable_option_overlay(self):
                 "--target-name",
                 "live",
                 "--strategy-profile",
-                "nasdaq_sp500_smart_dca",
+                "tqqq_growth_income",
                 "--option-overlay-mode",
                 "disabled",
             ]
@@ -838,9 +856,9 @@ def test_build_switch_target_rejects_enabled_option_overlay_without_profile_defa
         args = parser.parse_args(
             [
                 "--platform",
-                "schwab",
+                "firstrade",
                 "--target-name",
-                "live",
+                "default",
                 "--strategy-profile",
                 "nasdaq_sp500_smart_dca",
                 "--option-overlay-mode",
@@ -873,18 +891,18 @@ def test_build_switch_target_preserves_dca_fields_in_service_targets_when_omitte
         existing = {
             "targets": [
                 {
-                    "service": "interactive-brokers-demo-ibkr-dca-service",
-                    "ACCOUNT_GROUP": "demo-ibkr-dca",
+                    "service": "firstrade-quant-service",
+                    "ACCOUNT_GROUP": "firstrade",
                     "DCA_MODE": "smart",
                     "DCA_BASE_INVESTMENT_USD": "500",
                     "runtime_target": {
-                        "platform_id": "ibkr",
+                        "platform_id": "firstrade",
                         "strategy_profile": "nasdaq_sp500_smart_dca",
                         "dry_run_only": False,
-                        "deployment_selector": "demo-ibkr-dca",
-                        "account_selector": ["DEMO_IBKR_DCA"],
-                        "account_scope": "demo-ibkr-dca",
-                        "service_name": "interactive-brokers-demo-ibkr-dca-service",
+                        "deployment_selector": "firstrade",
+                        "account_selector": ["firstrade"],
+                        "account_scope": "US",
+                        "service_name": "firstrade-quant-service",
                         "execution_mode": "live",
                     },
                 },
@@ -897,15 +915,15 @@ def test_build_switch_target_preserves_dca_fields_in_service_targets_when_omitte
         args = parser.parse_args(
             [
                 "--platform",
-                "ibkr",
+                "firstrade",
                 "--target-name",
-                "demo-ibkr-dca",
+                "default",
                 "--strategy-profile",
                 "nasdaq_sp500_smart_dca",
                 "--account-selector",
-                "DEMO_IBKR_DCA",
+                "firstrade",
                 "--service-name",
-                "interactive-brokers-demo-ibkr-dca-service",
+                "firstrade-quant-service",
                 "--plugin-mode",
                 "none",
                 "--existing-service-targets-json-file",
@@ -954,7 +972,7 @@ def test_build_switch_target_preserves_market_signal_fields_in_service_targets_w
                 "--target-name",
                 "demo-ibkr-dca",
                 "--strategy-profile",
-                "ibit_smart_dca",
+                "tqqq_growth_income",
                 "--account-selector",
                 "DEMO_IBKR_DCA",
                 "--service-name",
@@ -970,7 +988,7 @@ def test_build_switch_target_preserves_market_signal_fields_in_service_targets_w
         assignments = {item.name: item.value for item in runtime_settings.build_assignments(target)}
         selected = json.loads(assignments["CLOUD_RUN_SERVICE_TARGETS_JSON"])["targets"][0]
 
-        self.assertEqual(selected["runtime_target"]["strategy_profile"], "ibit_smart_dca")
+        self.assertEqual(selected["runtime_target"]["strategy_profile"], "tqqq_growth_income")
         self.assertEqual(selected["IBKR_MARKET_SIGNAL_HANDOFF_INDEX_URI"], "gs://signals/index.json")
         self.assertEqual(selected["IBKR_MARKET_SIGNAL_REQUIRED"], "true")
         self.assertEqual(selected["IBKR_MARKET_SIGNAL_FALLBACK_MODE"], "last_valid")

web/strategy-switch-console/index.html

@@ -1711,6 +1711,7 @@ <h2 data-i18n="summary">切换摘要</h2>
         dcaModeMeta: "仅定投策略可配置。",
         dcaDefaultMeta: "默认：{mode}，基准金额 {amount}。",
         dcaNotSupported: "该策略不是定投策略",
+        dcaPlatformNotSupported: "定投策略仅支持 Firstrade",
         currentDca: "当前定投设置",
         pendingDca: "待提交定投设置",
         dcaText: "{mode}，基准金额 {amount}",
@@ -1876,6 +1877,7 @@ <h2 data-i18n="summary">切换摘要</h2>
         dcaModeMeta: "Only DCA strategies can use this.",
         dcaDefaultMeta: "Default: {mode}, base amount {amount}.",
         dcaNotSupported: "This is not a DCA strategy",
+        dcaPlatformNotSupported: "DCA strategies are Firstrade-only",
         currentDca: "Current DCA settings",
         pendingDca: "Pending DCA settings",
         dcaText: "{mode}, base amount {amount}",
@@ -2268,10 +2270,15 @@ <h2 data-i18n="summary">切换摘要</h2>
       return supportedDomainsForAccount(platform, account).map(domainLabel).join(" / ");
     }
 
+    function platformSupportsDca(platform = state.selected) {
+      return platform === "firstrade";
+    }
+
     function strategyAllowedForAccount(platform, account, profile) {
       const cleanProfile = cleanStrategyProfile(profile);
       const catalogEntry = strategyCatalog[cleanProfile];
       if (!catalogEntry || catalogEntry.runtime_enabled !== true) return false;
+      if (dcaConfigForStrategy(cleanProfile) && !platformSupportsDca(platform)) return false;
       return supportedDomainsForAccount(platform, account).includes(catalogEntry.domain);
     }
 
@@ -2898,7 +2905,7 @@ <h2 data-i18n="summary">切换摘要</h2>
 
     function hasValidDcaPolicy(platform = state.selected) {
       const form = state.forms[platform];
-      if (!dcaSupported(form?.strategy)) return true;
+      if (!dcaSupported(form?.strategy) || !platformSupportsDca(platform)) return true;
       return Boolean(dcaModes.includes(normalizeDcaMode(form?.dcaMode)) && cleanDisplayPositiveNumber(form?.dcaBaseInvestmentUsd));
     }
 
@@ -2996,7 +3003,7 @@ <h2 data-i18n="summary">切换摘要</h2>
     }
 
     function dcaOverrideForForm(form) {
-      if (!dcaSupported(form?.strategy)) return null;
+      if (!dcaSupported(form?.strategy) || !platformSupportsDca(state.selected)) return null;
       const mode = normalizeDcaMode(form?.dcaMode);
       const baseInvestmentUsd = cleanDisplayPositiveNumber(form?.dcaBaseInvestmentUsd);
       if (!baseInvestmentUsd) return null;
@@ -3843,7 +3850,8 @@ <h2 data-i18n="summary">切换摘要</h2>
 
       const dcaDefaults = dcaConfigForStrategy(form.strategy);
       dcaModeSelect.replaceChildren();
-      if (dcaDefaults) {
+      const dcaAllowed = Boolean(dcaDefaults) && platformSupportsDca(platform);
+      if (dcaAllowed) {
         dcaModeSelect.disabled = false;
         for (const mode of dcaModes) {
           dcaModeSelect.append(new Option(dcaModeLabel(mode), mode, false, mode === normalizeDcaMode(form.dcaMode)));
@@ -3859,7 +3867,10 @@ <h2 data-i18n="summary">切换摘要</h2>
         el("dca-base-meta").textContent = t("dcaModeMeta");
       } else {
         dcaModeSelect.disabled = true;
-        dcaModeSelect.append(new Option(t("dcaNotSupported"), "fixed"));
+        dcaModeSelect.append(new Option(
+          dcaDefaults && !platformSupportsDca(platform) ? t("dcaPlatformNotSupported") : t("dcaNotSupported"),
+          "fixed",
+        ));
         dcaBaseInvestmentUsdInput.disabled = true;
         dcaBaseInvestmentUsdInput.value = "";
         el("dca-mode-meta").textContent = t("dcaModeMeta");