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Align US strategy lifecycle gates#205

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Pigbibi merged 1 commit into
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codex/us-lifecycle-gates-20260706
Jul 5, 2026
Merged

Align US strategy lifecycle gates#205
Pigbibi merged 1 commit into
mainfrom
codex/us-lifecycle-gates-20260706

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@Pigbibi

@Pigbibi Pigbibi commented Jul 5, 2026

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Summary

  • Align US strategy catalog statuses with runtime/research lifecycle gates.
  • Keep combo and overlay strategies in research/shadow instead of live switchable until evidence gates are satisfied.
  • Update status docs and catalog governance tests.

Validation

  • PYTHONPATH=src:/Users/lisiyi/Projects/QuantPlatformKit/src python3 -m pytest -q tests/test_catalog.py tests/test_contract_governance.py
  • git diff --check origin/main...HEAD

Co-Authored-By: Codex <noreply@openai.com>
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💡 Codex Review

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Reviewed commit: 58d2f00115

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Comment on lines +198 to +200
available_inputs=frozenset(base_adapter.available_inputs or definition.required_inputs),
portfolio_input_name=base_adapter.portfolio_input_name
or ("portfolio_snapshot" if "portfolio_snapshot" in definition.required_inputs else None),

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P2 Badge Add portfolio inputs for value-mode shadow adapters

For the shadow combo profiles on Schwab, Longbridge, and Firstrade, this new adapter path skips the cross-target-mode normalization done in _build_runtime_adapter_for_platform: these profiles emit weight targets while those platforms are value-native, so their adapters used to add portfolio_snapshot and set portfolio_input_name for translation. Because the profiles are still exposed through PLATFORM_RUNTIME_ADAPTERS, get_platform_runtime_adapter("us_equity_combo", platform_id="schwab") now returns an adapter with only russell_snapshot/current_holdings, leaving value-mode runtimes without the portfolio snapshot needed to convert weights into dollar targets.

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benchmark="SPY",
role="us_equity_combo",
status="runtime_enabled",
status="shadow_candidate",

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P2 Badge Propagate the combo demotion to its runtime manifest

In contexts that load us_equity_combo_entrypoint directly, this catalog demotion is not reflected because the entrypoint is still constructed from combo_manifests.us_equity_combo_manifest, whose description continues to label the profile as live and whose default config has no shadow marker. A manifest-driven platform or operator UI can therefore still surface us_equity_combo as live even though get_runtime_enabled_profiles() now excludes it; please update the combo manifest alongside this status change.

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@Pigbibi Pigbibi merged commit eaf4c92 into main Jul 5, 2026
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@Pigbibi Pigbibi deleted the codex/us-lifecycle-gates-20260706 branch July 5, 2026 18:06
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