Enable HK-listed global ETF runtime profile

README.md

@@ -13,7 +13,7 @@ Quant system on LongPort OpenAPI and Google Cloud Run.
 
 This repository uses `QuantPlatformKit` for LongPort token handling, context bootstrap, account snapshot access, market data, and order submission. Cloud Run deploys this repository directly.
 The runtime now carries a structured `RuntimeTarget` / `RUNTIME_TARGET_JSON` alongside the compatibility `STRATEGY_PROFILE` selector. Strategy-owned defaults come from `UsEquityStrategies` and `HkEquityStrategies`; platform variables are only explicit overrides.
-The LongBridge runtime can execute the current `runtime_enabled` `us_equity` profiles from `UsEquityStrategies`. It also carries eligible-but-disabled HK profiles from `HkEquityStrategies`: `hk_blue_chip_leader_rotation`, `hk_index_mean_reversion`, `hk_etf_regime_rotation`, and `hk_listed_global_etf_rotation`; `LongBridgePlatform` keeps the LongPort runtime, token refresh, execution, and notification flow.
+The LongBridge runtime can execute the current `runtime_enabled` `us_equity` profiles from `UsEquityStrategies`. It also carries HK profiles from `HkEquityStrategies`: eligible-but-disabled `hk_blue_chip_leader_rotation`, `hk_index_mean_reversion`, `hk_etf_regime_rotation`, plus runtime-enabled `hk_listed_global_etf_rotation`; `LongBridgePlatform` keeps the LongPort runtime, token refresh, execution, and notification flow.
 `STRATEGY_PROFILE` remains the compatibility selector for strategy routing, while `RuntimeTarget` describes the running service identity.
 
 Strategy documentation lives in [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies) and [`HkEquityStrategies`](https://github.com/QuantStrategyLab/HkEquityStrategies). Snapshot artifact contracts for the HK profile are produced by [`HkEquitySnapshotPipelines`](https://github.com/QuantStrategyLab/HkEquitySnapshotPipelines). The sections below focus on LongBridge runtime behavior, profile enablement, deployment, and credentials.
@@ -45,7 +45,7 @@ Platform execution no longer depends on `strategy/allocation.py` or hard-coded s
 | `hk_blue_chip_leader_rotation` | HK Blue Chip Leader Rotation | Yes | No | `hk_equity` | architecture scaffold only; not runtime-enabled |
 | `hk_index_mean_reversion` | HK Index Mean Reversion | Yes | No | `hk_equity` | market-history research candidate; not runtime-enabled |
 | `hk_etf_regime_rotation` | HK ETF Regime Rotation | Yes | No | `hk_equity` | market-history research candidate; not runtime-enabled |
-| `hk_listed_global_etf_rotation` | HK-listed Global ETF Rotation | Yes | No | `hk_equity` | volatility-targeted market-history research candidate; not runtime-enabled |
+| `hk_listed_global_etf_rotation` | HK-listed Global ETF Rotation | Yes | Yes | `hk_equity` | runtime-enabled; production env unchanged until explicit rollout |
 
 Check the current matrix locally:
 
@@ -73,7 +73,7 @@ Telegram notifications include structured execution and heartbeat messages, with
 | `LONGPORT_APP_SECRET` | Yes | LongPort OpenAPI app secret (for token refresh); recommended to inject from the region-specific Secret Manager secret for this deployment, such as `longport-app-secret-paper` / `longport-app-secret-hk` / `longport-app-secret-sg` |
 | `LONGPORT_SECRET_NAME` | No | Secret Manager secret name for LongPort token (default: `longport_token_paper`) |
 | `ACCOUNT_PREFIX` | No | Alert/log prefix for account/environment (default: `DEFAULT`) |
-| `STRATEGY_PROFILE` | Yes | Strategy profile selector for compatibility and strategy routing. Set explicitly per deployment; enabled values include `global_etf_confidence_vol_gate`, `global_etf_rotation`, `mega_cap_leader_rotation_top50_balanced`, `russell_1000_multi_factor_defensive`, `soxl_soxx_trend_income`, `tech_communication_pullback_enhancement`, and `tqqq_growth_income`. The structured runtime target is carried separately as `RUNTIME_TARGET_JSON`. |
+| `STRATEGY_PROFILE` | Yes | Strategy profile selector for compatibility and strategy routing. Set explicitly per deployment; enabled values include `global_etf_confidence_vol_gate`, `global_etf_rotation`, `mega_cap_leader_rotation_top50_balanced`, `russell_1000_multi_factor_defensive`, `soxl_soxx_trend_income`, `tech_communication_pullback_enhancement`, `tqqq_growth_income`, and `hk_listed_global_etf_rotation`. The structured runtime target is carried separately as `RUNTIME_TARGET_JSON`; production Cloud Run remains on its configured profile until an explicit rollout changes it. |
 | `ACCOUNT_REGION` | No | Account region marker for platform-style deployment (e.g. `PAPER`, `HK`, `SG`; defaults to `ACCOUNT_PREFIX` / `DEFAULT`) |
 | `LONGBRIDGE_MARKET` | No | Market scope. Defaults to `HK` when `ACCOUNT_REGION=HK`, otherwise `US`. |
 | `LONGBRIDGE_MARKET_CALENDAR` | No | Market calendar for market-hours checks. Defaults to `XHKG` for HK and `NYSE` for US. |
@@ -204,7 +204,7 @@ IAM: the Cloud Run service account needs **Secret Manager Admin** (or Secret Acc
 
 这个仓库通过 `QuantPlatformKit` 复用 LongPort token 处理、上下文初始化、账户快照、行情读取和下单逻辑。Cloud Run 直接部署这个仓库。
 LongBridge 的账户身份按 `paper`、`HK`、`SG` 三个维度建模。
-`LongBridgePlatform` 现在可直接执行 `UsEquityStrategies` 里的 `runtime_enabled` `us_equity` 策略，同时带有 `HkEquityStrategies` 里的港股 eligible-but-disabled profile：`hk_blue_chip_leader_rotation`、`hk_index_mean_reversion`、`hk_etf_regime_rotation` 和 `hk_listed_global_etf_rotation`。这些港股 profile 当前仅用于框架和 feed/dry-run 兼容性检查，未 enabled。仓库本身继续保留 LongPort 运行时、token 刷新、执行和通知流程。
+`LongBridgePlatform` 现在可直接执行 `UsEquityStrategies` 里的 `runtime_enabled` `us_equity` 策略，同时带有 `HkEquityStrategies` 里的港股 profile：`hk_blue_chip_leader_rotation`、`hk_index_mean_reversion`、`hk_etf_regime_rotation` 仍是 eligible-but-disabled，`hk_listed_global_etf_rotation` 已 runtime-enabled。生产环境仍保持原策略，除非单独变更 `RUNTIME_TARGET_JSON` / `STRATEGY_PROFILE`。仓库本身继续保留 LongPort 运行时、token 刷新、执行和通知流程。
 
 策略说明放在 [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies) 和 [`HkEquityStrategies`](https://github.com/QuantStrategyLab/HkEquityStrategies)；港股 snapshot artifact 由 [`HkEquitySnapshotPipelines`](https://github.com/QuantStrategyLab/HkEquitySnapshotPipelines) 生成。下面这些章节只保留 LongBridge 运行时、profile 启用状态、部署和凭据说明。
 
@@ -233,7 +233,7 @@ LongBridge 的账户身份按 `paper`、`HK`、`SG` 三个维度建模。
 | `hk_blue_chip_leader_rotation` | HK Blue Chip Leader Rotation | Yes | No | `hk_equity` | 仅架构占位，暂未 runtime-enabled |
 | `hk_index_mean_reversion` | HK Index Mean Reversion | Yes | No | `hk_equity` | market-history 研究候选，暂未 runtime-enabled |
 | `hk_etf_regime_rotation` | HK ETF Regime Rotation | Yes | No | `hk_equity` | market-history 研究候选，暂未 runtime-enabled |
-| `hk_listed_global_etf_rotation` | HK-listed Global ETF Rotation | Yes | No | `hk_equity` | 波动率目标 market-history 研究候选，暂未 runtime-enabled |
+| `hk_listed_global_etf_rotation` | HK-listed Global ETF Rotation | Yes | Yes | `hk_equity` | 已 runtime-enabled；生产环境保持原策略直到显式 rollout |
 
 本地可直接查看当前矩阵：
 
@@ -261,7 +261,7 @@ Telegram 通知包含结构化的调仓和心跳消息，支持中英文切换
 | `LONGPORT_APP_SECRET` | 是 | LongPort OpenAPI 应用密钥（用于刷新 Token）；建议从当前部署对应区域的 Secret Manager 密钥注入，例如 `longport-app-secret-paper` / `longport-app-secret-hk` / `longport-app-secret-sg` |
 | `LONGPORT_SECRET_NAME` | 否 | Secret Manager 中的密钥名称（默认: `longport_token_paper`） |
 | `ACCOUNT_PREFIX` | 否 | 通知/日志前缀，区分账户环境（默认: `DEFAULT`） |
-| `STRATEGY_PROFILE` | 是 | 策略档位选择。每个部署都要显式设置；已启用值包括 `global_etf_confidence_vol_gate`、`global_etf_rotation`、`mega_cap_leader_rotation_top50_balanced`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement` 和 `tqqq_growth_income` |
+| `STRATEGY_PROFILE` | 是 | 策略档位选择。每个部署都要显式设置；已启用值包括 `global_etf_confidence_vol_gate`、`global_etf_rotation`、`mega_cap_leader_rotation_top50_balanced`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement`、`tqqq_growth_income` 和 `hk_listed_global_etf_rotation`；生产 Cloud Run 保持原配置，除非显式 rollout |
 | `ACCOUNT_REGION` | 否 | 平台化部署时的账户区域标记（如 `PAPER`、`HK`、`SG`；默认按 `ACCOUNT_PREFIX` / `DEFAULT` 推断） |
 | `LONGBRIDGE_MARKET` | 否 | 市场范围。`ACCOUNT_REGION=HK` 时默认 `HK`，其他情况默认 `US`。 |
 | `LONGBRIDGE_MARKET_CALENDAR` | 否 | 市场开闭市检查用的日历。港股默认 `XHKG`，美股默认 `NYSE`。 |

docs/hk_equity_runtime.md

@@ -14,7 +14,7 @@ QuantStrategyLab 现有平台仓库里，能做港股股票交易运行时接入
 
 ## 运行时设计
 
-平台运行时已具备港股市场维度，并接入 `HkEquityStrategies` 的港股 profile 元数据：`hk_blue_chip_leader_rotation` 是架构占位，`hk_index_mean_reversion`、`hk_etf_regime_rotation` 和 `hk_listed_global_etf_rotation` 是 `market_history` 研究候选。这些 profile 都只用于框架 wiring、feed/dry-run 兼容性检查和尚未 runtime-enabled。整体仍沿用美股策略的分层方式：
+平台运行时已具备港股市场维度，并接入 `HkEquityStrategies` 的港股 profile 元数据：`hk_blue_chip_leader_rotation` 是架构占位，`hk_index_mean_reversion`、`hk_etf_regime_rotation` 是 `market_history` 研究候选，`hk_listed_global_etf_rotation` 已 runtime-enabled。生产 Cloud Run 仍保持原策略，除非单独变更 `RUNTIME_TARGET_JSON` / `STRATEGY_PROFILE`。整体仍沿用美股策略的分层方式：
 
 1. [`HkEquityStrategies`](https://github.com/QuantStrategyLab/HkEquityStrategies) 提供 `hk_equity` 策略定义、运行入口和 LongBridge runtime adapter。
 2. [`HkEquitySnapshotPipelines`](https://github.com/QuantStrategyLab/HkEquitySnapshotPipelines) 产出 snapshot-backed profile 的特征快照、manifest、ranking 和 release summary。
@@ -31,7 +31,7 @@ QuantStrategyLab 现有平台仓库里，能做港股股票交易运行时接入
 | `hk_blue_chip_leader_rotation` | `hk_equity` | `feature_snapshot` | `weight` | required | eligible but disabled |
 | `hk_index_mean_reversion` | `hk_equity` | `market_history` | `weight` | not required | eligible but disabled |
 | `hk_etf_regime_rotation` | `hk_equity` | `market_history` | `weight` | not required | eligible but disabled |
-| `hk_listed_global_etf_rotation` | `hk_equity` | `market_history` | `weight` | not required | eligible but disabled |
+| `hk_listed_global_etf_rotation` | `hk_equity` | `market_history` | `weight` | not required | runtime-enabled; not deployed by default |
 
 未来启用 snapshot-backed profile 后的最小策略配置示例；当前不要写入 Cloud Run：
 
@@ -74,6 +74,6 @@ LONGBRIDGE_TRADING_CURRENCY=HKD
 ## 风险和注意事项
 
 - `XHKG` 是否可用取决于部署环境里的 `pandas_market_calendars` 版本；如不可用，可用 `LONGBRIDGE_MARKET_CALENDAR` 临时覆盖。
-- `hk_blue_chip_leader_rotation`、`hk_index_mean_reversion`、`hk_etf_regime_rotation`、`hk_listed_global_etf_rotation` 当前均未启用；不要把这些 profile 写入生产 Cloud Run。
-- `market_history` 研究候选后续真正启用前，需要先用 LongBridge HK 行情 feed 对 `02800`、`03033`、`02822`、`02840`、`03110`、`03188`、`02834`、`03175` 做 dry-run 校验，不提交真实订单。
+- `hk_listed_global_etf_rotation` 已在策略包 runtime-enabled，但生产 Cloud Run 仍保持原配置；`hk_blue_chip_leader_rotation`、`hk_index_mean_reversion`、`hk_etf_regime_rotation` 仍未启用，不要写入生产 Cloud Run。
+- 港股 `market_history` profile 投入生产前，需要先用 LongBridge HK 行情 feed 对 `02800`、`03033`、`02822`、`02840`、`03110`、`03188`、`02834`、`03175` 做 dry-run 校验，不提交真实订单。
 - LongBridge 下单仍保持整数股规则；如果未来港股策略涉及碎股或特殊交易单位，需要在策略层明确 lot-size 约束后再扩展。

notifications/telegram.py

@@ -101,6 +101,7 @@
         "strategy_name_tech_communication_pullback_enhancement": "科技通信回调增强",
         "strategy_name_qqq_tech_enhancement": "科技通信回调增强",
         "strategy_name_mega_cap_leader_rotation_top50_balanced": "Mega Cap Top50 平衡龙头轮动",
+        "strategy_name_hk_listed_global_etf_rotation": "港股上市全球 ETF 轮动",
         "strategy_plugin_line": "🧩 插件：{plugin} | 状态：{route} | 提醒：{action}",
         "strategy_plugin_alert_subject": "🚨 策略插件告警：{plugin} | {route}",
         "strategy_plugin_alert_title": "🚨 【策略插件告警】",
@@ -218,6 +219,7 @@
         "strategy_name_tech_communication_pullback_enhancement": "Tech/Communication Pullback Enhancement",
         "strategy_name_qqq_tech_enhancement": "Tech/Communication Pullback Enhancement",
         "strategy_name_mega_cap_leader_rotation_top50_balanced": "Mega Cap Leader Rotation Top50 Balanced",
+        "strategy_name_hk_listed_global_etf_rotation": "HK-listed Global ETF Rotation",
         "strategy_plugin_line": "🧩 Plugin: {plugin} | status: {route} | notice: {action}",
         "strategy_plugin_alert_subject": "🚨 Strategy plugin alert: {plugin} | {route}",
         "strategy_plugin_alert_title": "🚨 【Strategy Plugin Alert】",

requirements.txt

@@ -2,7 +2,7 @@ flask
 gunicorn
 quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@v0.7.35
 us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@v0.7.49
-hk-equity-strategies @ git+https://github.com/QuantStrategyLab/HkEquityStrategies.git@400ef6145bff0b89b46ec00ebb235987ac499a61
+hk-equity-strategies @ git+https://github.com/QuantStrategyLab/HkEquityStrategies.git@71141ce9e8a343cec8e2140994071eea66422bc6
 pandas
 requests
 pytz

tests/test_notifications.py

@@ -108,6 +108,8 @@ def test_supported_strategy_profiles_have_translated_names(self):
         en_name = build_strategy_display_name(build_translator("en"))
         self.assertEqual(zh_name("global_etf_confidence_vol_gate"), "全球 ETF 置信波动门控")
         self.assertEqual(en_name("global_etf_confidence_vol_gate"), "Global ETF Confidence Vol Gate")
+        self.assertEqual(zh_name("hk_listed_global_etf_rotation"), "港股上市全球 ETF 轮动")
+        self.assertEqual(en_name("hk_listed_global_etf_rotation"), "HK-listed Global ETF Rotation")
 
         for profile in SUPPORTED_STRATEGY_PROFILES:
             self.assertNotEqual(zh_name(profile), profile)

tests/test_runtime_config_support.py

@@ -62,19 +62,19 @@
     }
 )
 OPTIONAL_LONGBRIDGE_PROFILES = frozenset({"global_etf_confidence_vol_gate"})
+HK_RUNTIME_ENABLED_PROFILES = frozenset({"hk_listed_global_etf_rotation"})
 HK_DISABLED_PROFILES = frozenset(
     {
         "hk_blue_chip_leader_rotation",
         "hk_index_mean_reversion",
         "hk_etf_regime_rotation",
-        "hk_listed_global_etf_rotation",
     }
 )
 
 
 def expected_longbridge_enabled_profiles(actual_profiles) -> frozenset[str]:
     actual = frozenset(actual_profiles)
-    return BASE_LONGBRIDGE_PROFILES | (OPTIONAL_LONGBRIDGE_PROFILES & actual)
+    return BASE_LONGBRIDGE_PROFILES | HK_RUNTIME_ENABLED_PROFILES | (OPTIONAL_LONGBRIDGE_PROFILES & actual)
 
 
 def expected_longbridge_profiles(actual_profiles) -> frozenset[str]:
@@ -643,7 +643,7 @@ def test_platform_profile_status_matrix_matches_current_longbridge_rollout(self)
                 "display_name": "HK-listed Global ETF Rotation",
                 "domain": "hk_equity",
                 "eligible": True,
-                "enabled": False,
+                "enabled": True,
                 "platform": "longbridge",
             },
         )
@@ -669,7 +669,7 @@ def test_loads_feature_snapshot_env_for_tech_profile(self):
         self.assertEqual(settings.strategy_config_path, "/workspace/configs/tech.json")
         self.assertEqual(settings.strategy_config_source, "env")
 
-    def test_rejects_hk_profiles_until_runtime_enabled(self):
+    def test_rejects_disabled_hk_profiles(self):
         for profile in sorted(HK_DISABLED_PROFILES):
             with self.subTest(profile=profile):
                 with patch.dict(
@@ -685,6 +685,26 @@ def test_rejects_hk_profiles_until_runtime_enabled(self):
                     with self.assertRaisesRegex(ValueError, "Unsupported STRATEGY_PROFILE"):
                         load_platform_runtime_settings(project_id_resolver=lambda: "project-1")
 
+    def test_accepts_runtime_enabled_hk_global_etf_rotation(self):
+        with patch.dict(
+            os.environ,
+            {
+                "RUNTIME_TARGET_JSON": runtime_target_json("hk_listed_global_etf_rotation"),
+                "ACCOUNT_REGION": "HK",
+            },
+            clear=True,
+        ):
+            settings = load_platform_runtime_settings(project_id_resolver=lambda: "project-1")
+
+        self.assertEqual(settings.strategy_profile, "hk_listed_global_etf_rotation")
+        self.assertEqual(settings.strategy_display_name, "HK-listed Global ETF Rotation")
+        self.assertEqual(settings.strategy_domain, "hk_equity")
+        self.assertEqual(settings.market, HK_MARKET)
+        self.assertEqual(settings.market_calendar, HK_MARKET_CALENDAR)
+        self.assertEqual(settings.market_timezone, HK_MARKET_TIMEZONE)
+        self.assertEqual(settings.symbol_suffix, HK_SYMBOL_SUFFIX)
+        self.assertEqual(settings.trading_currency, HK_TRADING_CURRENCY)
+
     def test_derives_feature_snapshot_paths_from_artifact_root(self):
         with TemporaryDirectory() as tmp_dir:
             with patch.dict(