Add DCA runtime settings (#183)

Author: Pigbibi

requirements.txt

@@ -1,7 +1,7 @@
 flask
 gunicorn
 quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@b846c9d777a450e95d23c264853997d671f47dd9
-us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@22689494e922a8b18349562edcc6389d2faaed8f
+us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@361338f60900182e3be535cd5fd2be2b9a07b422
 hk-equity-strategies @ git+https://github.com/QuantStrategyLab/HkEquityStrategies.git@4007746ac21379f7ce7cf8e999d2bb37123f6767
 pandas
 numpy

runtime_config_support.py

@@ -176,6 +176,8 @@ class PlatformRuntimeSettings:
     income_layer_enabled: bool | None = None
     income_layer_start_usd: float | None = None
     income_layer_max_ratio: float | None = None
+    dca_mode: str | None = None
+    dca_base_investment_usd: float | None = None
     account_group: str = DEFAULT_ACCOUNT_GROUP
     service_name: str | None = None
     account_ids: tuple[str, ...] = ()
@@ -378,6 +380,8 @@ def load_platform_runtime_settings(
         income_layer_enabled=resolve_optional_bool_env("INCOME_LAYER_ENABLED"),
         income_layer_start_usd=resolve_optional_non_negative_float_env("INCOME_LAYER_START_USD"),
         income_layer_max_ratio=resolve_optional_ratio_env("INCOME_LAYER_MAX_RATIO"),
+        dca_mode=resolve_optional_dca_mode_env("DCA_MODE"),
+        dca_base_investment_usd=resolve_optional_positive_float_env("DCA_BASE_INVESTMENT_USD"),
         account_group=account_group,
         service_name=group_config.service_name,
         account_ids=group_config.account_ids,
@@ -519,6 +523,33 @@ def resolve_optional_non_negative_float_env(name: str) -> float | None:
     return resolve_non_negative_float_env(name, default=0.0)
 
 
+def resolve_optional_positive_float_env(name: str) -> float | None:
+    raw_value = os.getenv(name)
+    if raw_value is None or str(raw_value).strip() == "":
+        return None
+    value = resolve_non_negative_float_env(name, default=0.0)
+    if value <= 0.0:
+        raise ValueError(f"{name} must be positive, got {value}")
+    return value
+
+
+def resolve_optional_dca_mode_env(name: str) -> str | None:
+    raw_value = os.getenv(name)
+    if raw_value is None or str(raw_value).strip() == "":
+        return None
+    value = str(raw_value).strip().lower()
+    aliases = {
+        "ordinary": "fixed",
+        "ordinary_dca": "fixed",
+        "fixed_dca": "fixed",
+        "smart_dca": "smart",
+    }
+    mode = aliases.get(value, value)
+    if mode not in {"fixed", "smart"}:
+        raise ValueError(f"{name} must be fixed or smart, got {raw_value!r}")
+    return mode
+
+
 def resolve_optional_bool_env(name: str) -> bool | None:
     raw_value = os.getenv(name)
     if raw_value is None or str(raw_value).strip() == "":

strategy_runtime.py

@@ -43,6 +43,7 @@
 DEFAULT_CASH_RESERVE_RATIO = 0.0
 DEFAULT_REBALANCE_THRESHOLD_RATIO = 0.02
 _FEATURE_SNAPSHOT_INPUT = "feature_snapshot"
+DCA_PROFILES = frozenset({"nasdaq_sp500_smart_dca", "ibit_smart_dca"})
 _MARKET_HISTORY_INPUT = "market_history"
 _BENCHMARK_HISTORY_INPUT = "benchmark_history"
 _DERIVED_INDICATORS_INPUT = "derived_indicators"
@@ -929,4 +930,20 @@ def _build_runtime_overrides(runtime_settings: PlatformRuntimeSettings) -> dict[
         overrides["income_layer_start_usd"] = income_layer_start_usd
     if income_layer_max_ratio is not None:
         overrides["income_layer_max_ratio"] = income_layer_max_ratio
+    _apply_dca_runtime_overrides(runtime_settings, overrides)
     return overrides
+
+
+def _apply_dca_runtime_overrides(
+    runtime_settings: PlatformRuntimeSettings,
+    overrides: dict[str, Any],
+) -> None:
+    if runtime_settings.strategy_profile not in DCA_PROFILES:
+        return
+    dca_mode = getattr(runtime_settings, "dca_mode", None)
+    dca_base_investment_usd = getattr(runtime_settings, "dca_base_investment_usd", None)
+    if dca_mode is not None:
+        overrides["investment_amount_mode"] = "fixed"
+        overrides["smart_multiplier_enabled"] = dca_mode == "smart"
+    if dca_base_investment_usd is not None:
+        overrides["base_investment_usd"] = dca_base_investment_usd

tests/test_strategy_runtime.py

@@ -33,6 +33,8 @@ def _build_runtime_settings(
     income_layer_enabled: bool | None = None,
     income_layer_start_usd: float | None = None,
     income_layer_max_ratio: float | None = None,
+    dca_mode: str | None = None,
+    dca_base_investment_usd: float | None = None,
 ) -> PlatformRuntimeSettings:
     return PlatformRuntimeSettings(
         project_id=None,
@@ -57,6 +59,8 @@ def _build_runtime_settings(
         income_layer_enabled=income_layer_enabled,
         income_layer_start_usd=income_layer_start_usd,
         income_layer_max_ratio=income_layer_max_ratio,
+        dca_mode=dca_mode,
+        dca_base_investment_usd=dca_base_investment_usd,
         account_group="default",
         service_name=None,
         account_ids=(),
@@ -299,6 +303,32 @@ def evaluate(self, ctx):
     assert runtime.status_icon == "🧲"
 
 
+def test_dca_overrides_apply_to_runtime_config():
+    settings = _build_runtime_settings(
+        profile="nasdaq_sp500_smart_dca",
+        display_name="Nasdaq 100 / S&P 500 DCA",
+        target_mode="value",
+        dca_mode="smart",
+        dca_base_investment_usd=500.0,
+    )
+
+    assert strategy_runtime_module._build_runtime_overrides(settings) == {
+        "investment_amount_mode": "fixed",
+        "smart_multiplier_enabled": True,
+        "base_investment_usd": 500.0,
+    }
+
+
+def test_dca_overrides_are_ignored_for_non_dca_profiles():
+    settings = _build_runtime_settings(
+        profile="tqqq_growth_income",
+        dca_mode="smart",
+        dca_base_investment_usd=500.0,
+    )
+
+    assert strategy_runtime_module._build_runtime_overrides(settings) == {}
+
+
 def test_option_chain_fetch_uses_merged_manifest_overlay_defaults(monkeypatch):
     observed = {}