Merge pull request #61 from QuantStrategyLab/codex/crypto-lifecycle-gates-20260706

Align crypto strategy lifecycle gates

Author: Pigbibi

README.md

@@ -37,6 +37,12 @@ These profiles depend on artifacts produced by `CryptoLivePoolPipelines` before
 
 Research-only profiles may stay in code for reproducibility and future review, but they should not appear in current configurable live profiles.
 
+| Profile | Name | Notes |
+| --- | --- | --- |
+| `crypto_btc_dca` | Crypto BTC DCA | Shadow candidate; allowed for monitoring and accumulation review, but still platform gated. |
+| `crypto_trend_rotation` | Crypto Trend Rotation | Research-only redesign candidate. |
+| `crypto_equity_combo` | Crypto Equity Combo | Research-only orchestrator candidate. |
+
 No direct runtime strategies are exposed from this package.
 
 ## How this connects to execution

src/crypto_strategies/catalog.py

@@ -267,7 +267,7 @@
         asset_scope="btc_only",
         benchmark="BTC",
         role="crypto_core_accumulation",
-        status="runtime_enabled",
+        status="shadow_candidate",
     ),
     CRYPTO_TREND_ROTATION_PROFILE: StrategyMetadata(
         canonical_profile=CRYPTO_TREND_ROTATION_PROFILE,
@@ -279,7 +279,7 @@
         asset_scope="liquid_crypto_assets",
         benchmark="BTC",
         role="crypto_offensive_rotation",
-        status="runtime_enabled",
+        status="research_backtest_only",
     ),
     CRYPTO_EQUITY_COMBO_PROFILE: StrategyMetadata(
         canonical_profile=CRYPTO_EQUITY_COMBO_PROFILE,
@@ -291,7 +291,7 @@
         asset_scope="crypto_equity",
         benchmark="BTC",
         role="crypto_combined",
-        status="runtime_enabled",
+        status="research_backtest_only",
     ),
 }
 
@@ -309,9 +309,13 @@ def get_runtime_enabled_profiles() -> frozenset[str]:
     """Return the set of strategy profiles allowed to run on this platform.
 
     This defines the rollout allowlist — the upper bound of what profiles
-    may be enabled.  By default all defined profiles are allowed.
+    may be enabled.
     """
-    return frozenset(STRATEGY_DEFINITIONS)
+    return frozenset(
+        profile
+        for profile, metadata in STRATEGY_METADATA.items()
+        if str(metadata.status or "").strip().lower() == "runtime_enabled"
+    )
 
 
 def get_strategy_catalog() -> StrategyCatalog:

tests/test_catalog.py

@@ -1,55 +1,21 @@
-import unittest
+from __future__ import annotations
 
-from quant_platform_kit.common.strategies import get_strategy_component_map
-from crypto_strategies import get_strategy_definitions
 from crypto_strategies.catalog import (
-    CRYPTO_CANONICAL_REQUIRED_INPUTS,
-    CRYPTO_LEADER_ROTATION_PROFILE,
+    CRYPTO_BTC_DCA_PROFILE,
+    CRYPTO_EQUITY_COMBO_PROFILE,
     CRYPTO_LIVE_POOL_ROTATION_PROFILE,
-    get_strategy_definition,
+    CRYPTO_TREND_ROTATION_PROFILE,
+    get_runtime_enabled_profiles,
     get_strategy_metadata,
 )
-from crypto_strategies.runtime_adapters import BINANCE_PLATFORM, get_platform_runtime_adapter
 
 
-class CatalogTest(unittest.TestCase):
-    def test_catalog_contains_crypto_live_pool_rotation(self):
-        catalog = get_strategy_definitions()
-        self.assertIn(CRYPTO_LIVE_POOL_ROTATION_PROFILE, catalog)
-        self.assertEqual(catalog[CRYPTO_LIVE_POOL_ROTATION_PROFILE].domain, "crypto")
-        self.assertEqual(catalog[CRYPTO_LIVE_POOL_ROTATION_PROFILE].supported_platforms, frozenset({"binance"}))
-        self.assertEqual(catalog[CRYPTO_LIVE_POOL_ROTATION_PROFILE].target_mode, "weight")
-        self.assertEqual(catalog[CRYPTO_LIVE_POOL_ROTATION_PROFILE].required_inputs, CRYPTO_CANONICAL_REQUIRED_INPUTS)
+def test_only_live_pool_rotation_remains_runtime_enabled() -> None:
+    assert get_runtime_enabled_profiles() == frozenset({CRYPTO_LIVE_POOL_ROTATION_PROFILE})
+    assert get_strategy_metadata(CRYPTO_LIVE_POOL_ROTATION_PROFILE).status == "runtime_enabled"
 
-    def test_known_profile_resolves(self):
-        definition = get_strategy_definition("crypto_live_pool_rotation")
-        self.assertEqual(definition.profile, CRYPTO_LIVE_POOL_ROTATION_PROFILE)
-        component_map = get_strategy_component_map(definition)
-        core_module = component_map["core"]
-        self.assertEqual(
-            core_module.module_path,
-            "crypto_strategies.strategies.crypto_live_pool_rotation.core",
-        )
-        rotation_module = component_map["rotation"]
-        self.assertEqual(
-            rotation_module.module_path,
-            "crypto_strategies.strategies.crypto_live_pool_rotation.rotation",
-        )
 
-    def test_legacy_leader_rotation_profile_resolves_to_live_pool_rotation(self):
-        definition = get_strategy_definition(CRYPTO_LEADER_ROTATION_PROFILE)
-        metadata = get_strategy_metadata(CRYPTO_LEADER_ROTATION_PROFILE)
-
-        self.assertEqual(definition.profile, CRYPTO_LIVE_POOL_ROTATION_PROFILE)
-        self.assertEqual(metadata.canonical_profile, CRYPTO_LIVE_POOL_ROTATION_PROFILE)
-        self.assertIn(CRYPTO_LEADER_ROTATION_PROFILE, metadata.aliases)
-
-    def test_runtime_adapter_covers_canonical_inputs(self):
-        definition = get_strategy_definition(CRYPTO_LIVE_POOL_ROTATION_PROFILE)
-        adapter = get_platform_runtime_adapter(CRYPTO_LIVE_POOL_ROTATION_PROFILE, platform_id=BINANCE_PLATFORM)
-        self.assertLessEqual(definition.required_inputs, adapter.available_inputs)
-        self.assertEqual(adapter.portfolio_input_name, "portfolio_snapshot")
-
-
-if __name__ == "__main__":
-    unittest.main()
+def test_non_live_crypto_profiles_are_not_runtime_enabled() -> None:
+    assert get_strategy_metadata(CRYPTO_BTC_DCA_PROFILE).status == "shadow_candidate"
+    assert get_strategy_metadata(CRYPTO_TREND_ROTATION_PROFILE).status == "research_backtest_only"
+    assert get_strategy_metadata(CRYPTO_EQUITY_COMBO_PROFILE).status == "research_backtest_only"