[codex] suppress no-trade cycle notifications

application/rebalance_service.py

@@ -396,7 +396,7 @@ def fetch_replanned_state():
                 title_key=config.notification_title_key or "rebalance_title",
             )
         )
-    else:
+    elif getattr(config, "notify_no_trade_cycles", True):
         notification_publisher.publish(
             notification_renderers.render_heartbeat_notification(
                 execution=execution,
@@ -410,4 +410,6 @@ def fetch_replanned_state():
                 title_key=config.notification_title_key or "heartbeat_title",
             )
         )
+    else:
+        print(config.with_prefix("notification_suppressed reason=no_trade_or_error"), flush=True)
     return execution_result

application/runtime_composer.py

@@ -251,6 +251,7 @@ def build_rebalance_config(
             sleeper=self.sleeper,
             extra_notification_lines=(market_scope_line, *plugin_lines, *plugin_error_lines),
             notification_title_key=notification_title_key,
+            notify_no_trade_cycles=False,
             strategy_plugin_signals=tuple(strategy_plugin_signals or ()),
             execution_dedup_enabled=resolve_execution_dedup_enabled(
                 env_reader=self.env_reader,

application/runtime_dependencies.py

@@ -32,6 +32,7 @@ class LongBridgeRebalanceConfig:
     sleeper: Callable[[float], None] | None = None
     extra_notification_lines: tuple[str, ...] = ()
     notification_title_key: str = ""
+    notify_no_trade_cycles: bool = True
     strategy_plugin_signals: tuple[Any, ...] = ()
     execution_dedup_enabled: bool = False
     execution_state_store: Any = None

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

@@ -8,6 +8,6 @@ google-cloud-secret-manager
 google-cloud-storage
 google-auth
 longport==3.0.23
-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

@@ -870,14 +870,14 @@ def test_run_strategy_prefers_portfolio_port_runtime_path(self):
                 translator=build_translator("zh"),
                 with_prefix=lambda message: f"[HK/LongBridgeQuant] {message}",
                 strategy_display_name="SOXL/SOXX 半导体趋势收益",
+                notify_no_trade_cycles=False,
             ),
         )
 
         self.assertIs(observed["snapshot"], snapshot)
         self.assertIsNone(observed["account_state"])
         self.assertEqual(observed["indicators"], {"soxl": {"price": 1.0}})
-        self.assertEqual(len(sent_messages), 1)
-        self.assertIn("【心跳", sent_messages[0])
+        self.assertEqual(sent_messages, [])
 
     def test_run_strategy_supports_execution_port_runtime_path(self):
         sent_messages = []

tests/test_runtime_composer.py

@@ -8,10 +8,11 @@
     sys.path.insert(0, str(ROOT))
 
 from quant_platform_kit.common import build_runtime_target  # noqa: E402
+from application import runtime_composer as runtime_composer_module
 from application.runtime_composer import LongBridgeRuntimeComposer
 
 
-def test_runtime_composer_builds_runtime_and_config_from_local_builders():
+def test_runtime_composer_builds_runtime_and_config_from_local_builders(monkeypatch):
     observed = {}
 
     def fake_notification_builder(**kwargs):
@@ -30,6 +31,15 @@ def fake_bootstrap_builder(**kwargs):
         observed["bootstrap_builder"] = kwargs
         return "bootstrap"
 
+    def fake_cycle_sender(**kwargs):
+        observed["cycle_sender"] = kwargs
+        return lambda message: observed.setdefault(
+            "sent_message",
+            (kwargs["telegram_token"], kwargs["telegram_chat_id"], message),
+        )
+
+    monkeypatch.setattr(runtime_composer_module, "build_cycle_sender", fake_cycle_sender)
+
     composer = LongBridgeRuntimeComposer(
         project_id="project-1",
         secret_name="secret-1",
@@ -84,10 +94,6 @@ def fake_bootstrap_builder(**kwargs):
         report_persister="report-persister",
         translator=lambda key, **_kwargs: key,
         prefixer_builder=lambda prefix: lambda message: f"[{prefix}] {message}",
-        sender_builder=lambda token, chat_id, *, with_prefix_fn: lambda message: observed.setdefault(
-            "sent_message",
-            (token, chat_id, with_prefix_fn(message)),
-        ),
         env_reader=lambda name, default="": {
             "K_SERVICE": "longbridge-platform",
             "EXECUTION_REPORT_OUTPUT_DIR": "/tmp/runtime-reports",
@@ -140,6 +146,7 @@ def fake_bootstrap_builder(**kwargs):
     assert config.dry_run_only is True
     assert config.safe_haven_cash_substitute_threshold_usd == 1000.0
     assert config.min_order_notional_usd == 100.0
+    assert config.notify_no_trade_cycles is False
     assert config.execution_dedup_enabled is True
     assert config.execution_state_account_scope == "HK"
-    assert config.execution_state_store.gcs_prefix_uri == "gs://bucket/runtime-reports"
+    assert config.execution_state_store.cloud_prefix_uri == "gs://bucket/runtime-reports"