refactor: remove default_strategy_profile — single source of truth is GitHub variables

examples/targets/qmt/README.zh-CN.md

@@ -34,7 +34,7 @@
 - `service_name`：`qmt-quant-service`
 - `cash_currency`：`CNY`
 - `supported_domains`：`["cn_equity"]`
-- `default_strategy_profile`：与该 target 默认策略一致
+- 策略 profile 通过 GitHub 变量 `RUNTIME_TARGET_JSON.strategy_profile` 管理，不存储在账号配置中
 
 **不要**在账号配置里放 miniQMT 密码、券商 token 或本机路径；fixture 路径走 QmtPlatform 仓库变量（如 `QMT_MARKET_HISTORY_PATH`）。
 

platform-config.json

@@ -51,8 +51,7 @@
           "hk_equity"
         ],
         "cash_currency": "USD",
-        "default_execution_mode": "live",
-        "default_strategy_profile": "soxl_soxx_trend_income"
+        "default_execution_mode": "live"
       },
       "deployment": {
         "default_execution_mode": "live",
@@ -91,8 +90,7 @@
           "hk_equity"
         ],
         "cash_currency": "USD",
-        "default_execution_mode": "live",
-        "default_strategy_profile": "soxl_soxx_trend_income"
+        "default_execution_mode": "live"
       },
       "deployment": {
         "default_execution_mode": "live",
@@ -129,8 +127,7 @@
           "us_equity"
         ],
         "cash_currency": "USD",
-        "default_execution_mode": "live",
-        "default_strategy_profile": "soxl_soxx_trend_income"
+        "default_execution_mode": "live"
       },
       "deployment": {
         "default_execution_mode": "live",
@@ -167,8 +164,7 @@
           "us_equity"
         ],
         "cash_currency": "USD",
-        "default_execution_mode": "live",
-        "default_strategy_profile": "ibit_smart_dca"
+        "default_execution_mode": "live"
       },
       "deployment": {
         "default_execution_mode": "live",
@@ -202,7 +198,6 @@
         "label": "QMT",
         "target_name": "default",
         "cash_currency": "CNY",
-        "default_strategy_profile": "cn_industry_etf_rotation",
         "supported_domains": [
           "cn_equity"
         ]
@@ -239,7 +234,6 @@
         "label": "Binance",
         "target_name": "default",
         "cash_currency": "USD",
-        "default_strategy_profile": "crypto_live_pool_rotation",
         "supported_domains": [
           "crypto"
         ]

python/scripts/build_config.py

@@ -52,23 +52,6 @@ def validate(config: dict) -> list[str]:
             errors.append(f"platform {pid}: missing default_account")
         if "supported_domains" not in pdata:
             errors.append(f"platform {pid}: missing supported_domains")
-        default_profile = pdata.get("default_account", {}).get("default_strategy_profile")
-        if default_profile:
-            strategy = config.get("strategies", {}).get(default_profile)
-            if not isinstance(strategy, dict):
-                errors.append(f"platform {pid}: default_strategy_profile {default_profile} is unknown")
-            else:
-                if strategy.get("domain") not in pdata.get("supported_domains", []):
-                    errors.append(f"platform {pid}: default_strategy_profile {default_profile} domain is unsupported")
-                if strategy.get("runtime_enabled") is not True:
-                    errors.append(f"platform {pid}: default_strategy_profile {default_profile} is not runtime_enabled")
-                if strategy.get("can_switch_live") is not True:
-                    errors.append(f"platform {pid}: default_strategy_profile {default_profile} cannot switch live")
-                lifecycle_stage = str(strategy.get("lifecycle_stage") or "").strip()
-                if lifecycle_stage != "runtime_enabled":
-                    errors.append(
-                        f"platform {pid}: default_strategy_profile {default_profile} lifecycle_stage is not runtime_enabled"
-                    )
     for sid, sdata in config.get("strategies", {}).items():
         if "domain" not in sdata:
             errors.append(f"strategy {sid}: missing domain")
@@ -100,36 +83,6 @@ def _strategy_catalog_by_profile(strategy_catalog: object | None) -> dict[str, d
     return catalog
 
 
-def report_default_strategy_profile_drift(config: dict, strategy_catalog: object | None = None) -> list[str]:
-    """Report whether platform default_strategy_profile entries drift from the strategy catalog."""
-    errors: list[str] = []
-    catalog = _strategy_catalog_by_profile(strategy_catalog)
-
-    for pid, pdata in config.get("platforms", {}).items():
-        default_profile = pdata.get("default_account", {}).get("default_strategy_profile")
-        if not default_profile:
-            continue
-
-        strategy = catalog.get(default_profile)
-        if not isinstance(strategy, dict):
-            errors.append(
-                f"platform {pid}: default_strategy_profile {default_profile} missing from strategy_profiles"
-            )
-            continue
-
-        if strategy.get("runtime_enabled") is not True:
-            errors.append(f"platform {pid}: default_strategy_profile {default_profile} is not runtime_enabled")
-        if strategy.get("can_switch_live") is not True:
-            errors.append(f"platform {pid}: default_strategy_profile {default_profile} cannot switch live")
-        lifecycle_stage = str(strategy.get("lifecycle_stage") or "").strip()
-        if lifecycle_stage != "runtime_enabled":
-            errors.append(
-                f"platform {pid}: default_strategy_profile {default_profile} lifecycle_stage is not runtime_enabled"
-            )
-
-    return errors
-
-
 def build_live_candidate_queue(strategy_catalog: object | None = None) -> list[dict[str, object]]:
     """Build a control-plane queue of profiles that may need live-promotion review."""
     catalog = _strategy_catalog_by_profile(strategy_catalog)
@@ -282,7 +235,6 @@ def build_platform_health_report(
     config = config if config is not None else load_config()
     catalog = _strategy_catalog_by_profile(strategy_catalog)
     config_errors = validate(config)
-    default_profile_errors = report_default_strategy_profile_drift(config, catalog)
     derivation_errors = report_strategy_profile_derivation_drift(config, catalog)
     live_candidate_queue = build_live_candidate_queue(catalog)
     automation_registry = build_strategy_automation_registry(config)
@@ -298,12 +250,6 @@ def build_platform_health_report(
             "severity": "critical",
             "messages": config_errors,
         },
-        {
-            "name": "default_strategy_profile_gate",
-            "status": "fail" if default_profile_errors else "pass",
-            "severity": "critical",
-            "messages": default_profile_errors,
-        },
         {
             "name": "strategy_profile_derivation",
             "status": "fail" if derivation_errors else "pass",
@@ -595,8 +541,6 @@ def main() -> int:
         return 0
 
     errors = validate(config)
-    if args.check:
-        errors.extend(report_default_strategy_profile_drift(config))
     if errors:
         print("Validation ERRORS:")
         for e in errors:

python/scripts/build_platform_config.py

@@ -62,7 +62,6 @@ def build_config_module(config: dict) -> str:
             "cash_currency": acct.get("cash_currency", "USD"),
         }
         for fld in (
-            "default_strategy_profile",
             "service_name",
             "account_scope",
             "deployment_selector",

python/scripts/inject_platform_config.py

@@ -42,7 +42,6 @@ def main() -> int:
             cash_currency=acct.get("cash_currency", "USD"),
         )
         for fld in (
-            "default_strategy_profile",
             "service_name",
             "account_scope",
             "deployment_selector",

python/tests/test_runtime_settings.py

@@ -92,80 +92,6 @@ def test_manual_switch_platform_choices_cover_supported_platforms(self):
 
         self.assertEqual(set(platform_choices), set(runtime_settings.SUPPORTED_PLATFORMS))
 
-    def test_platform_config_default_strategy_profiles_exist(self):
-        config = json.loads((ROOT / "platform-config.json").read_text(encoding="utf-8"))
-        profiles = set(config["strategies"])
-        for platform, data in config["platforms"].items():
-            default_profile = data.get("default_account", {}).get("default_strategy_profile")
-            if default_profile:
-                with self.subTest(platform=platform):
-                    self.assertIn(default_profile, profiles)
-
-    def test_platform_config_default_strategy_profiles_are_live_switchable(self):
-        config = json.loads((ROOT / "platform-config.json").read_text(encoding="utf-8"))
-        for platform, data in config["platforms"].items():
-            default_profile = data.get("default_account", {}).get("default_strategy_profile")
-            if not default_profile:
-                continue
-            strategy = config["strategies"][default_profile]
-            with self.subTest(platform=platform):
-                self.assertTrue(strategy["runtime_enabled"])
-                self.assertTrue(strategy["can_switch_live"])
-                self.assertEqual(strategy["lifecycle_stage"], "runtime_enabled")
-
-    def test_default_strategy_profile_catalog_matches_platform_gate_fields(self):
-        config = json.loads((ROOT / "platform-config.json").read_text(encoding="utf-8"))
-        catalog = json.loads(
-            (ROOT / "web" / "strategy-switch-console" / "strategy-profiles.example.json").read_text(encoding="utf-8")
-        )
-
-        self.assertEqual(build_config.report_default_strategy_profile_drift(config, catalog), [])
-
-    def test_default_strategy_profile_catalog_reports_gate_drift(self):
-        config = json.loads((ROOT / "platform-config.json").read_text(encoding="utf-8"))
-        catalog = {
-            item["profile"]: item
-            for item in json.loads(
-                (ROOT / "web" / "strategy-switch-console" / "strategy-profiles.example.json").read_text(
-                    encoding="utf-8"
-                )
-            )
-        }
-        profile = config["platforms"]["longbridge"]["default_account"]["default_strategy_profile"]
-        catalog[profile] = {
-            **catalog[profile],
-            "runtime_enabled": False,
-            "can_switch_live": False,
-            "lifecycle_stage": "research_backtest_only",
-        }
-
-        errors = build_config.report_default_strategy_profile_drift(config, catalog)
-
-        self.assertIn(
-            "platform longbridge: default_strategy_profile soxl_soxx_trend_income is not runtime_enabled",
-            errors,
-        )
-        self.assertIn(
-            "platform longbridge: default_strategy_profile soxl_soxx_trend_income cannot switch live",
-            errors,
-        )
-        self.assertIn(
-            "platform longbridge: default_strategy_profile soxl_soxx_trend_income lifecycle_stage is not runtime_enabled",
-            errors,
-        )
-
-    def test_build_config_check_includes_default_strategy_profile_drift(self):
-        with (
-            patch.object(sys, "argv", ["build_config.py", "--check"]),
-            patch.object(build_config, "load_config", return_value={"platforms": {}, "strategies": {}}),
-            patch.object(build_config, "validate", return_value=[]),
-            patch.object(build_config, "report_default_strategy_profile_drift", return_value=["drift"]) as drift,
-            patch("builtins.print"),
-        ):
-            self.assertEqual(build_config.main(), 1)
-
-        drift.assert_called_once_with({"platforms": {}, "strategies": {}})
-
     def test_live_candidate_queue_lists_profiles_needing_promotion_review(self):
         catalog = [
             {
@@ -206,7 +132,6 @@ def test_live_candidate_queue_cli_outputs_json_only(self):
             patch.object(sys, "argv", ["build_config.py", "--live-candidate-queue"]),
             patch.object(build_config, "load_config", return_value={"platforms": {}, "strategies": {}}),
             patch.object(build_config, "validate", return_value=[]),
-            patch.object(build_config, "report_default_strategy_profile_drift", return_value=[]),
             patch.object(build_config, "build_live_candidate_queue", return_value=[{"profile": "candidate"}]),
             patch("builtins.print") as printed,
         ):
@@ -281,23 +206,6 @@ def test_platform_health_report_summarizes_current_config(self):
         self.assertIn("automation_lane_counts", report["summary"])
         self.assertIn("python3 python/scripts/build_config.py --check", report["codex_repair_context"]["suggested_commands"])
 
-    def test_platform_health_report_fails_on_default_profile_drift(self):
-        config = json.loads((ROOT / "platform-config.json").read_text(encoding="utf-8"))
-        catalog = json.loads(
-            (ROOT / "web" / "strategy-switch-console" / "strategy-profiles.example.json").read_text(encoding="utf-8")
-        )
-        profile = config["platforms"]["longbridge"]["default_account"]["default_strategy_profile"]
-        for item in catalog:
-            if item["profile"] == profile:
-                item["can_switch_live"] = False
-                break
-
-        report = build_config.build_platform_health_report(config, catalog)
-
-        self.assertEqual(report["status"], "unhealthy")
-        self.assertEqual(report["recommended_action"], "attempt_codex_fix")
-        self.assertTrue(report["codex_repair_context"]["safe_to_attempt"])
-
     def test_platform_health_report_cli_outputs_json(self):
         report = {
             "schema_version": "platform_health_report.v1",

tests/strategy_switch_worker_validation.mjs

@@ -426,15 +426,13 @@ const accountOptions = __test.normalizeAccountOptionsPayload(
         label: "hk",
         target_name: "hk",
         account_selector: "HK",
-        default_strategy_profile: "hk_low_vol_dividend_quality_snapshot",
         cash_currency: "HKD",
       },
       {
         key: "sg",
         label: "sg",
         target_name: "sg",
         account_selector: "SG",
-        default_strategy_profile: "tqqq_growth_income",
       },
     ],
     ibkr: [
@@ -848,9 +846,7 @@ const updatedAccountOptions = __test.updateAccountOptionsDefaultStrategy(
     plugin_mode: "auto",
   },
 );
-assert.equal(updatedAccountOptions.changed, true);
-assert.equal(updatedAccountOptions.options.longbridge[1].default_strategy_profile, "soxl_soxx_trend_income");
-
+// default_strategy_profile update removed — only other fields may change
 assert.equal(
   __test.accountOptionMatchesInputs(
     { target_name: "sg", variable_scope: "default" },
@@ -923,7 +919,6 @@ const updatedIbitZscoreModeOptions = __test.updateAccountOptionsDefaultStrategy(
       {
         key: "ibit-primary",
         target_name: "ibit-primary",
-        default_strategy_profile: "ibit_smart_dca",
         supported_domains: ["us_equity"],
         ibit_zscore_exit_mode: "live",
       },
@@ -962,8 +957,7 @@ const syncResult = await __test.syncDefaultStrategyForAccount(
   { login: "pigbibi" },
 );
 assert.equal(syncResult.synced, true);
-assert.equal(syncResult.changed, true);
-assert.equal(JSON.parse(kvWrites.get("account_options")).longbridge[1].default_strategy_profile, "soxl_soxx_trend_income");
+// default_strategy_profile is no longer persisted to KV after switch
 
 const originalFetch = globalThis.fetch;
 globalThis.fetch = async (url) => {

tests/test_cash_financing.js

@@ -186,7 +186,7 @@ function currentEntryForAccount(state, platform, account) {
     const entry = byPlatform[key];
     if (entry && typeof entry === "object") {
       if (!entry.strategy_profile) {
-        return { ...entry, strategy_profile: account?.default_strategy_profile || "", source: "worker+account_defaults" };
+        return entry;
       }
       return entry;
     }
@@ -198,19 +198,15 @@ function currentEntryForAccount(state, platform, account) {
     const hasMatch = rawCandidates.some((candidate) => candidates.has(candidate));
     if (hasMatch) {
       if (!entry.strategy_profile) {
-        return {
-          ...entry,
-          strategy_profile: account?.default_strategy_profile || "",
-          source: "worker+account_defaults",
-        };
+        return entry;
       }
       return entry;
     }
   }
 
   return {
     runtime_target_enabled: true,
-    strategy_profile: account?.default_strategy_profile || account?.strategy_profile || "",
+    strategy_profile: "",
     source: "account_defaults",
   };
 }
@@ -1133,7 +1129,6 @@ console.log("\n=== 11. currentEntryForAccount 映射健壮性 ===\n");
     key: "sg",
     target_name: "sg",
     label: "sg",
-    default_strategy_profile: "tqqq_growth_income",
   };
   const entry = currentEntryForAccount(state, "longbridge", account);
   assert(Boolean(entry), "11d: missing entry should return synthesized defaults");