[codex] Add Top50 balanced profile support

README.md

@@ -10,7 +10,7 @@
 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 LongBridge runtime can execute all eight live `us_equity` profiles from `UsEquityStrategies`; `LongBridgePlatform` keeps the LongPort runtime, token refresh, execution, and notification flow.
+The LongBridge runtime can execute all nine live `us_equity` profiles from `UsEquityStrategies`; `LongBridgePlatform` keeps the LongPort runtime, token refresh, execution, and notification flow.
 
 Full strategy documentation now lives in [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies). The sections below focus on LongBridge runtime behavior, profile enablement, deployment, and credentials.
 This runtime matrix is the authoritative enablement source for LongBridge. `UsEquityStrategies` carries strategy-layer logic, cadence, compatibility, and metadata.
@@ -35,6 +35,7 @@ Platform execution no longer depends on `strategy/allocation.py` or hard-coded s
 | `russell_1000_multi_factor_defensive` | Russell 1000 Multi-Factor | Yes | Yes | `us_equity` | enabled feature-snapshot stock baseline |
 | `mega_cap_leader_rotation_aggressive` | Mega Cap Leader Rotation Aggressive | Yes | Yes | `us_equity` | selectable aggressive monthly feature-snapshot leader rotation |
 | `mega_cap_leader_rotation_dynamic_top20` | Mega Cap Leader Rotation Dynamic Top20 | Yes | Yes | `us_equity` | selectable monthly feature-snapshot leader rotation |
+| `mega_cap_leader_rotation_top50_balanced` | Mega Cap Leader Rotation Top50 Balanced | Yes | Yes | `us_equity` | selectable balanced Top50 monthly leader rotation |
 | `dynamic_mega_leveraged_pullback` | Dynamic Mega Leveraged Pullback | Yes | Yes | `us_equity` | selectable 2x mega-cap pullback line |
 | `soxl_soxx_trend_income` | SOXL/SOXX Semiconductor Trend Income | Yes | Yes | `us_equity` | current SG deployment |
 | `tqqq_growth_income` | TQQQ Growth Income | Yes | Yes | `us_equity` | selectable growth line |
@@ -64,7 +65,7 @@ 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-hk` / `longport-app-secret-sg` |
 | `LONGPORT_SECRET_NAME` | No | Secret Manager secret name for LongPort token (default: `longport_token_hk`) |
 | `ACCOUNT_PREFIX` | No | Alert/log prefix for account/environment (default: `DEFAULT`) |
-| `STRATEGY_PROFILE` | Yes | Strategy profile selector. Set explicitly per deployment; enabled values include `dynamic_mega_leveraged_pullback`, `global_etf_rotation`, `mega_cap_leader_rotation_aggressive`, `mega_cap_leader_rotation_dynamic_top20`, `russell_1000_multi_factor_defensive`, `soxl_soxx_trend_income`, `tech_communication_pullback_enhancement`, and `tqqq_growth_income` |
+| `STRATEGY_PROFILE` | Yes | Strategy profile selector. Set explicitly per deployment; enabled values include `dynamic_mega_leveraged_pullback`, `global_etf_rotation`, `mega_cap_leader_rotation_aggressive`, `mega_cap_leader_rotation_dynamic_top20`, `mega_cap_leader_rotation_top50_balanced`, `russell_1000_multi_factor_defensive`, `soxl_soxx_trend_income`, `tech_communication_pullback_enhancement`, and `tqqq_growth_income` |
 | `ACCOUNT_REGION` | No | Account region marker for platform-style deployment (e.g. `HK`, `SG`; defaults to `ACCOUNT_PREFIX` / `DEFAULT`) |
 | `LONGBRIDGE_DRY_RUN_ONLY` | No | Set to `true` to keep the selected deployment in dry-run mode. |
 | `INCOME_THRESHOLD_USD` | No | Optional override for the `tqqq_growth_income` income-layer threshold. Leave unset to use the strategy package default. |
@@ -158,7 +159,7 @@ IAM: the Cloud Run service account needs **Secret Manager Admin** (or Secret Acc
 基于 LongPort OpenAPI 和 Google Cloud Run 的量化交易系统。
 
 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。
-`LongBridgePlatform` 现在可直接执行 `UsEquityStrategies` 里的全部 8 条 live `us_equity` 策略：`dynamic_mega_leveraged_pullback`、`global_etf_rotation`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tqqq_growth_income` 和 `tech_communication_pullback_enhancement`；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` 里的全部 9 条 live `us_equity` 策略：`dynamic_mega_leveraged_pullback`、`global_etf_rotation`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`mega_cap_leader_rotation_top50_balanced`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tqqq_growth_income` 和 `tech_communication_pullback_enhancement`；仓库本身继续保留 LongPort 运行时、token 刷新、执行和通知流程。
 
 完整策略说明现在放在 [`UsEquityStrategies`](https://github.com/QuantStrategyLab/UsEquityStrategies)。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。
 
@@ -181,6 +182,7 @@ IAM: the Cloud Run service account needs **Secret Manager Admin** (or Secret Acc
 | `russell_1000_multi_factor_defensive` | Russell 1000 Multi-Factor | Yes | Yes | `us_equity` | 已启用的 feature-snapshot 个股基线 |
 | `mega_cap_leader_rotation_aggressive` | Mega Cap Leader Rotation Aggressive | Yes | Yes | `us_equity` | 可选的激进月度 feature-snapshot 龙头轮动线 |
 | `mega_cap_leader_rotation_dynamic_top20` | Mega Cap Leader Rotation Dynamic Top20 | Yes | Yes | `us_equity` | 可选的月度 feature-snapshot 龙头轮动线 |
+| `mega_cap_leader_rotation_top50_balanced` | Mega Cap Leader Rotation Top50 Balanced | Yes | Yes | `us_equity` | 可选的 Top50 平衡月度龙头轮动线 |
 | `dynamic_mega_leveraged_pullback` | Dynamic Mega Leveraged Pullback | Yes | Yes | `us_equity` | 可选的 2x 龙头回调线 |
 | `soxl_soxx_trend_income` | SOXL/SOXX 半导体趋势收益 | Yes | Yes | `us_equity` | 当前 SG 部署线路 |
 | `tqqq_growth_income` | TQQQ 增长收益 | Yes | Yes | `us_equity` | 可选增长线路 |
@@ -210,7 +212,7 @@ 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-hk` / `longport-app-secret-sg` |
 | `LONGPORT_SECRET_NAME` | 否 | Secret Manager 中的密钥名称（默认: `longport_token_hk`） |
 | `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 `dynamic_mega_leveraged_pullback`、`global_etf_rotation`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`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 `dynamic_mega_leveraged_pullback`、`global_etf_rotation`、`mega_cap_leader_rotation_aggressive`、`mega_cap_leader_rotation_dynamic_top20`、`mega_cap_leader_rotation_top50_balanced`、`russell_1000_multi_factor_defensive`、`soxl_soxx_trend_income`、`tech_communication_pullback_enhancement` 和 `tqqq_growth_income` |
 | `ACCOUNT_REGION` | 否 | 平台化部署时的账户区域标记（如 `HK`、`SG`；默认按 `ACCOUNT_PREFIX` / `DEFAULT` 推断） |
 | `LONGBRIDGE_DRY_RUN_ONLY` | 否 | 设为 `true` 时，该部署保持 dry-run。 |
 | `INCOME_THRESHOLD_USD` | 否 | 可选的 `tqqq_growth_income` 收入层启动阈值覆盖。不填时使用策略包默认值。 |

notifications/telegram.py

@@ -36,6 +36,8 @@
         "order_filled": "✅ 订单成交 | {symbol} {side} {qty}股 均价 ${price}（订单号: {order_id}）",
         "order_partial": "⚠️ 订单部分成交 | {symbol} {side} 已成交 {executed}/{qty}股 均价 ${price}（订单号: {order_id}）",
         "order_error": "❌ 订单异常 | {symbol} {side} {qty}股 已{status}（订单号: {order_id}）原因: {reason}",
+        "small_account_warning_note": "小账户提示：净值 {portfolio_equity} 低于建议 {min_recommended_equity}；{reason}",
+        "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication": "整数股和最小仓位限制可能导致实盘无法完全复现回测",
         "order_id_suffix": "（订单号: {order_id}）",
         "error_title": "🚨 【策略异常】",
         "buy_skipped": "⚪️ [买入跳过] {detail}",
@@ -77,6 +79,7 @@
         "strategy_name_qqq_tech_enhancement": "科技通信回调增强",
         "strategy_name_mega_cap_leader_rotation_aggressive": "Mega Cap 激进龙头轮动",
         "strategy_name_mega_cap_leader_rotation_dynamic_top20": "Mega Cap 动态 Top20 龙头轮动",
+        "strategy_name_mega_cap_leader_rotation_top50_balanced": "Mega Cap Top50 平衡龙头轮动",
         "strategy_name_dynamic_mega_leveraged_pullback": "Mega Cap 2x 回调策略",
     },
     "en": {
@@ -100,6 +103,8 @@
         "order_filled": "✅ Order Filled | {symbol} {side} {qty} shares avg ${price} (ID: {order_id})",
         "order_partial": "⚠️ Partial Fill | {symbol} {side} filled {executed}/{qty} shares avg ${price} (ID: {order_id})",
         "order_error": "❌ Order Error | {symbol} {side} {qty} shares {status} (ID: {order_id}) reason: {reason}",
+        "small_account_warning_note": "small account warning: portfolio equity {portfolio_equity} is below recommended {min_recommended_equity}; {reason}",
+        "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication": "integer-share minimum position sizing may prevent backtest replication",
         "order_id_suffix": "[order_id={order_id}]",
         "error_title": "🚨 【Strategy Error】",
         "buy_skipped": "⚪️ [Buy skipped] {detail}",
@@ -141,6 +146,7 @@
         "strategy_name_qqq_tech_enhancement": "Tech/Communication Pullback Enhancement",
         "strategy_name_mega_cap_leader_rotation_aggressive": "Mega Cap Leader Rotation Aggressive",
         "strategy_name_mega_cap_leader_rotation_dynamic_top20": "Mega Cap Leader Rotation Dynamic Top20",
+        "strategy_name_mega_cap_leader_rotation_top50_balanced": "Mega Cap Leader Rotation Top50 Balanced",
         "strategy_name_dynamic_mega_leveraged_pullback": "Dynamic Mega Leveraged Pullback",
     },
 }

tests/test_notifications.py

@@ -41,6 +41,17 @@ def test_build_translator_supports_chinese(self):
             ),
             "SOXX 站上 140 日门槛线，持有 SOXL 70.0% + SOXX 20.0%",
         )
+        self.assertEqual(
+            translate(
+                "small_account_warning_note",
+                portfolio_equity="$0",
+                min_recommended_equity="$1,000",
+                reason=translate(
+                    "small_account_warning_reason_integer_shares_min_position_value_may_prevent_backtest_replication"
+                ),
+            ),
+            "小账户提示：净值 $0 低于建议 $1,000；整数股和最小仓位限制可能导致实盘无法完全复现回测",
+        )
 
     def test_build_strategy_display_name_supports_i18n(self):
         zh_translate = build_translator("zh")

tests/test_runtime_config_support.py

@@ -71,6 +71,7 @@ def test_platform_supported_profiles_are_filtered_by_registry(self):
                     "global_etf_rotation",
                     "mega_cap_leader_rotation_aggressive",
                     "mega_cap_leader_rotation_dynamic_top20",
+                    "mega_cap_leader_rotation_top50_balanced",
                     "russell_1000_multi_factor_defensive",
                     "tqqq_growth_income",
                     "soxl_soxx_trend_income",
@@ -88,6 +89,7 @@ def test_platform_eligible_profiles_are_exposed_by_capability_matrix(self):
                     "global_etf_rotation",
                     "mega_cap_leader_rotation_aggressive",
                     "mega_cap_leader_rotation_dynamic_top20",
+                    "mega_cap_leader_rotation_top50_balanced",
                     "russell_1000_multi_factor_defensive",
                     "tqqq_growth_income",
                     "soxl_soxx_trend_income",
@@ -180,6 +182,7 @@ def test_platform_profile_status_matrix_matches_current_longbridge_rollout(self)
                 "dynamic_mega_leveraged_pullback",
                 "mega_cap_leader_rotation_aggressive",
                 "mega_cap_leader_rotation_dynamic_top20",
+                "mega_cap_leader_rotation_top50_balanced",
                 "russell_1000_multi_factor_defensive",
                 "tqqq_growth_income",
                 "soxl_soxx_trend_income",
@@ -213,6 +216,12 @@ def test_platform_profile_status_matrix_matches_current_longbridge_rollout(self)
         self.assertTrue(by_profile["mega_cap_leader_rotation_dynamic_top20"]["eligible"])
         self.assertTrue(by_profile["mega_cap_leader_rotation_dynamic_top20"]["enabled"])
         self.assertEqual(by_profile["mega_cap_leader_rotation_dynamic_top20"]["display_name"], "Mega Cap Leader Rotation Dynamic Top20")
+        self.assertTrue(by_profile["mega_cap_leader_rotation_top50_balanced"]["eligible"])
+        self.assertTrue(by_profile["mega_cap_leader_rotation_top50_balanced"]["enabled"])
+        self.assertEqual(
+            by_profile["mega_cap_leader_rotation_top50_balanced"]["display_name"],
+            "Mega Cap Leader Rotation Top50 Balanced",
+        )
         self.assertTrue(by_profile["mega_cap_leader_rotation_aggressive"]["eligible"])
         self.assertTrue(by_profile["mega_cap_leader_rotation_aggressive"]["enabled"])
         self.assertEqual(by_profile["mega_cap_leader_rotation_aggressive"]["display_name"], "Mega Cap Leader Rotation Aggressive")
@@ -300,6 +309,10 @@ def test_print_strategy_profile_status_json_matches_registry(self):
         self.assertEqual(by_profile["mega_cap_leader_rotation_dynamic_top20"]["input_mode"], "feature_snapshot")
         self.assertTrue(by_profile["mega_cap_leader_rotation_dynamic_top20"]["requires_snapshot_artifacts"])
         self.assertFalse(by_profile["mega_cap_leader_rotation_dynamic_top20"]["requires_strategy_config_path"])
+        self.assertEqual(by_profile["mega_cap_leader_rotation_top50_balanced"]["profile_group"], "snapshot_backed")
+        self.assertEqual(by_profile["mega_cap_leader_rotation_top50_balanced"]["input_mode"], "feature_snapshot")
+        self.assertTrue(by_profile["mega_cap_leader_rotation_top50_balanced"]["requires_snapshot_artifacts"])
+        self.assertFalse(by_profile["mega_cap_leader_rotation_top50_balanced"]["requires_strategy_config_path"])
         self.assertEqual(by_profile["dynamic_mega_leveraged_pullback"]["profile_group"], "snapshot_backed")
         self.assertEqual(
             by_profile["dynamic_mega_leveraged_pullback"]["input_mode"],
@@ -425,6 +438,37 @@ def test_print_strategy_switch_env_plan_for_mega_cap_dynamic_top20(self):
             "mega_cap_leader_rotation_dynamic_top20_feature_snapshot_latest.csv",
         )
 
+    def test_print_strategy_switch_env_plan_for_mega_cap_top50_balanced(self):
+        result = subprocess.run(
+            [
+                sys.executable,
+                str(SWITCH_PLAN_SCRIPT_PATH),
+                "--profile",
+                "mega_cap_leader_rotation_top50_balanced",
+                "--account-region",
+                "hk",
+                "--json",
+            ],
+            check=True,
+            capture_output=True,
+            text=True,
+        )
+
+        plan = json.loads(result.stdout)
+        self.assertEqual(plan["canonical_profile"], "mega_cap_leader_rotation_top50_balanced")
+        self.assertEqual(plan["set_env"]["ACCOUNT_REGION"], "HK")
+        self.assertEqual(plan["set_env"]["ACCOUNT_PREFIX"], "HK")
+        self.assertEqual(plan["profile_group"], "snapshot_backed")
+        self.assertEqual(plan["input_mode"], "feature_snapshot")
+        self.assertTrue(plan["requires_snapshot_artifacts"])
+        self.assertFalse(plan["requires_strategy_config_path"])
+        self.assertEqual(plan["set_env"]["LONGBRIDGE_FEATURE_SNAPSHOT_PATH"], "<required>")
+        self.assertEqual(plan["set_env"]["LONGBRIDGE_FEATURE_SNAPSHOT_MANIFEST_PATH"], "<required>")
+        self.assertEqual(
+            plan["hints"]["feature_snapshot_filename"],
+            "mega_cap_leader_rotation_top50_balanced_feature_snapshot_latest.csv",
+        )
+
     def test_print_strategy_switch_env_plan_for_dynamic_mega_leveraged_pullback_sg(self):
         result = subprocess.run(
             [