feat: unified config — platform-config.json single source of truth

.github/workflows/deploy-strategy-switch-console.yml

@@ -51,14 +51,10 @@ jobs:
         with:
           node-version: "22"
 
-      - name: Build config from platform-config.json
-        run: |
-          set -euo pipefail
-          python3 scripts/build_config.py
-
-      - name: Regenerate bundled assets
+      - name: Build config & assets from platform-config.json
         run: |
           set -euo pipefail
+          python3 scripts/build_platform_config.py
           python3 scripts/sync_strategy_switch_page_asset.py
 
       - name: Validate Worker assets

platform-config.json

@@ -40,7 +40,7 @@
         "reserved_cash": true,
         "income_layer": true,
         "option_overlay": true,
-        "dca": false
+        "dca": true
       },
       "default_account": {
         "key": "preview",
@@ -51,7 +51,10 @@
           "hk_equity"
         ],
         "cash_currency": "USD",
-        "default_execution_mode": "live"
+        "default_execution_mode": "live",
+        "default_strategy_profile": "tqqq_growth_income",
+        "reserved_cash_ratio": "0.03",
+        "min_reserved_cash_usd": ""
       },
       "deployment": {
         "default_execution_mode": "live",
@@ -90,7 +93,10 @@
           "hk_equity"
         ],
         "cash_currency": "USD",
-        "default_execution_mode": "live"
+        "default_execution_mode": "live",
+        "default_strategy_profile": "soxl_soxx_trend_income",
+        "reserved_cash_ratio": "0.03",
+        "min_reserved_cash_usd": ""
       },
       "deployment": {
         "default_execution_mode": "live",
@@ -117,7 +123,7 @@
         "reserved_cash": true,
         "income_layer": true,
         "option_overlay": true,
-        "dca": false
+        "dca": true
       },
       "default_account": {
         "key": "preview",
@@ -127,7 +133,10 @@
           "us_equity"
         ],
         "cash_currency": "USD",
-        "default_execution_mode": "live"
+        "default_execution_mode": "live",
+        "default_strategy_profile": "soxl_soxx_trend_income",
+        "reserved_cash_ratio": "0.03",
+        "min_reserved_cash_usd": "150"
       },
       "deployment": {
         "default_execution_mode": "live",
@@ -164,7 +173,10 @@
           "us_equity"
         ],
         "cash_currency": "USD",
-        "default_execution_mode": "live"
+        "default_execution_mode": "live",
+        "default_strategy_profile": "ibit_smart_dca",
+        "reserved_cash_ratio": "0.03",
+        "min_reserved_cash_usd": ""
       },
       "deployment": {
         "default_execution_mode": "live",

scripts/build_platform_config.py

@@ -0,0 +1,249 @@
+#!/usr/bin/env python3
+"""Generate config.js from platform-config.json — single source of truth.
+
+Reads platform-config.json and produces:
+  web/strategy-switch-console/config.js
+
+This file is imported by BOTH index.html (frontend) and worker.js (backend),
+replacing the previously hardcoded platformConfig, defaultAccountOptions,
+fallbackIncomeLayerDefaults, fallbackOptionOverlayDefaults, and DCA_SUPPORTED_PLATFORMS.
+"""
+
+from __future__ import annotations
+
+import json
+from pathlib import Path
+
+ROOT = Path(__file__).resolve().parents[1]
+SOURCE = ROOT / "platform-config.json"
+TARGET = ROOT / "web" / "strategy-switch-console" / "config.js"
+STRATEGY_TARGET = ROOT / "web" / "strategy-switch-console" / "strategy_profiles_asset.js"
+STRATEGY_SOURCE = ROOT / "web" / "strategy-switch-console" / "strategy-profiles.example.json"
+
+
+def build_config_module(config: dict) -> str:
+    platforms = config["platforms"]
+    strategies = config["strategies"]
+    domains = config.get("domains", {})
+
+    # ── platformConfig (replaces hardcoded in index.html) ──
+    platform_config = {}
+    default_accounts = {}
+    repositories = {}
+    dcaplat = []
+    variable_scopes = {}
+
+    for pid, pdata in platforms.items():
+        caps = pdata["capabilities"]
+        depl = pdata["deployment"]
+        platform_config[pid] = {
+            "dry_run_only": depl.get("dry_run_only", False),
+            "margin_policy": caps.get("margin_policy", False),
+            "reserved_cash": caps.get("reserved_cash", False),
+            "income_layer": caps.get("income_layer", False),
+            "option_overlay": caps.get("option_overlay", False),
+            "dca": caps.get("dca", False),
+            "execution_mode": depl.get("default_execution_mode", "live"),
+            "service_name": depl.get("service_name", ""),
+            "default_execution_mode": depl.get("default_execution_mode", "live"),
+        }
+        if caps.get("dca"):
+            dcaplat.append(pid)
+        repositories[pid] = pdata["repository"]
+        variable_scopes[pid] = pdata.get("variable_scope", "repository")
+
+        # default account options
+        acct = pdata.get("default_account", {})
+        entry = {
+            "key": acct.get("key", pid),
+            "label": acct.get("label", pdata.get("label", pid)),
+            "target_name": acct.get("target_name", acct.get("key", pid)),
+            "supported_domains": acct.get("supported_domains", pdata.get("supported_domains", [])),
+            "cash_currency": acct.get("cash_currency", "USD"),
+        }
+        for fld in ("default_strategy_profile", "service_name", "account_scope",
+                     "deployment_selector", "account_selector", "default_execution_mode",
+                     "min_reserved_cash_usd", "reserved_cash_ratio",
+                     "cash_only_execution_mode", "dca_mode", "dca_base_investment_usd"):
+            if fld in acct:
+                entry[fld] = acct[fld]
+        if "service_name" not in entry:
+            entry["service_name"] = depl.get("service_name", "")
+        if "default_execution_mode" not in entry:
+            entry["default_execution_mode"] = depl.get("default_execution_mode", "live")
+        default_accounts[pid] = [entry]
+
+    # ── strategy features ──
+    income_layer_defaults = {}
+    option_overlay_defaults = {}
+    strategy_features = {}
+    dca_profile_defaults = {}
+
+    for sid, sdata in strategies.items():
+        feat = sdata.get("features", {})
+        strategy_features[sid] = {
+            "income_layer": feat.get("income_layer", False),
+            "option_overlay": feat.get("option_overlay", False),
+            "dca": feat.get("dca", False),
+            "combo": feat.get("combo", False),
+        }
+
+        inc = sdata.get("income_layer_defaults")
+        if inc:
+            income_layer_defaults[sid] = {
+                "startUsd": int(inc.get("start_usd", 0)),
+                "maxRatio": str(inc.get("max_ratio", "")),
+                "allocations": inc.get("allocations", {}),
+            }
+
+        opt = sdata.get("option_overlay_defaults")
+        if opt:
+            families = []
+            if opt.get("growth_enabled"):
+                families.append({
+                    "family": "growth",
+                    "recipe": opt["growth_recipe"],
+                    "startUsd": opt["growth_start_usd"],
+                    "ratio": str(opt.get("nav_budget_ratio", "")),
+                    "ratioKind": "budget",
+                })
+            if opt.get("income_enabled"):
+                families.append({
+                    "family": "income",
+                    "recipe": opt["income_recipe"],
+                    "startUsd": opt["income_start_usd"],
+                    "ratio": str(opt.get("nav_risk_ratio", "")),
+                    "ratioKind": "risk",
+                })
+            option_overlay_defaults[sid] = {
+                "liveGate": opt.get("live_gate", ""),
+                "liveStatus": opt.get("live_status", ""),
+                "families": families,
+            }
+
+        dca = sdata.get("dca_defaults")
+        if dca:
+            dca_profile_defaults[sid] = {
+                "defaultMode": dca.get("default_mode", "fixed"),
+                "defaultBaseInvestmentUsd": str(dca.get("default_base_investment_usd", "1000")),
+            }
+
+    # ── domain labels ──
+    domain_labels = {}
+    for did, ddata in domains.items():
+        domain_labels[did] = {
+            "zh": ddata.get("label_zh", did),
+            "en": ddata.get("label_en", did),
+        }
+
+    # ── reserved cash variable names ──
+    min_cash_vars = {}
+    ratio_vars = {}
+    var_prefixes = {
+        "longbridge": "LONGBRIDGE",
+        "ibkr": "IBKR",
+        "schwab": "SCHWAB",
+        "firstrade": "FIRSTRADE",
+    }
+    for pid, prefix in var_prefixes.items():
+        min_cash_vars[pid] = f"{prefix}_MIN_RESERVED_CASH_USD"
+        ratio_vars[pid] = f"{prefix}_RESERVED_CASH_RATIO"
+
+    # ── Generate JS module ──
+    lines = [
+        "// Generated by scripts/build_platform_config.py; single source of truth.",
+        f"// Source: platform-config.json",
+        "",
+        f"export const PLATFORM_CONFIG = {json.dumps(platform_config, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const DEFAULT_ACCOUNT_OPTIONS = {json.dumps(default_accounts, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const PLATFORM_REPOSITORIES = {json.dumps(repositories, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const DCA_SUPPORTED_PLATFORMS = new Set({json.dumps(dcaplat)});",
+        "",
+        f"export const DEFAULT_VARIABLE_SCOPES = {json.dumps(variable_scopes, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const DOMAIN_LABELS = {json.dumps(domain_labels, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const FALLBACK_INCOME_LAYER_DEFAULTS = {json.dumps(income_layer_defaults, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const FALLBACK_OPTION_OVERLAY_DEFAULTS = {json.dumps(option_overlay_defaults, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const DCA_PROFILE_DEFAULTS = {json.dumps(dca_profile_defaults, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const STRATEGY_FEATURES = {json.dumps(strategy_features, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const PLATFORM_MIN_RESERVED_CASH_VARIABLES = {json.dumps(min_cash_vars, indent=2, ensure_ascii=False)};",
+        "",
+        f"export const PLATFORM_RESERVED_CASH_RATIO_VARIABLES = {json.dumps(ratio_vars, indent=2, ensure_ascii=False)};",
+        "",
+    ]
+    return "\n".join(lines)
+
+
+def build_strategy_profiles(config: dict) -> str:
+    """Generate strategy_profiles_asset.js — the strategy catalog."""
+    strategies = config["strategies"]
+    profiles = []
+    for sid, sdata in strategies.items():
+        feat = sdata.get("features", {})
+        entry = {
+            "profile": sid,
+            "label": sdata.get("label", sid),
+            "label_en": sdata.get("label_en", sid),
+            "label_zh": sdata.get("label", sid),
+            "domain": sdata.get("domain", ""),
+            "runtime_enabled": sdata.get("runtime_enabled", False),
+            "income_layer_enabled": feat.get("income_layer", False),
+            "option_overlay_enabled": feat.get("option_overlay", False),
+            "combo_enabled": feat.get("combo", False),
+        }
+        if feat.get("combo"):
+            entry["combo_mode"] = feat.get("combo_mode", "dynamic")
+        inc = sdata.get("income_layer_defaults")
+        if inc:
+            entry["income_layer_start_usd"] = str(inc.get("start_usd", ""))
+            entry["income_layer_max_ratio"] = str(inc.get("max_ratio", ""))
+            entry["income_layer_allocations"] = inc.get("allocations", {})
+        opt = sdata.get("option_overlay_defaults")
+        if opt:
+            entry["option_overlay_live_gate"] = opt.get("live_gate", "")
+            entry["option_overlay_live_status"] = opt.get("live_status", "")
+            if opt.get("growth_enabled"):
+                entry["option_growth_overlay_enabled"] = True
+                entry["option_growth_overlay_recipe"] = opt["growth_recipe"]
+                entry["option_growth_overlay_start_usd"] = opt["growth_start_usd"]
+                entry["option_growth_overlay_nav_budget_ratio"] = str(opt.get("nav_budget_ratio", ""))
+        dca = sdata.get("dca_defaults")
+        if dca or feat.get("dca"):
+            entry["dca_enabled"] = True
+            entry["dca_default_mode"] = (dca or {}).get("default_mode", "fixed")
+            entry["dca_default_base_investment_usd"] = str((dca or {}).get("default_base_investment_usd", "1000"))
+        profiles.append(entry)
+
+    payload = (
+        "// Generated by scripts/build_platform_config.py from platform-config.json\n"
+        f"export const DEFAULT_STRATEGY_PROFILES = {json.dumps(profiles, indent=2, ensure_ascii=False)};\n"
+    )
+    return payload
+
+
+def main() -> int:
+    config = json.loads(SOURCE.read_text(encoding="utf-8"))
+
+    # Generate config.js
+    module = build_config_module(config)
+    TARGET.write_text(module, encoding="utf-8")
+
+    # Generate strategy_profiles_asset.js
+    profiles = build_strategy_profiles(config)
+    STRATEGY_TARGET.write_text(profiles, encoding="utf-8")
+
+    print(f"Generated: {TARGET}")
+    print(f"Generated: {STRATEGY_TARGET}")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())