Merge pull request #19 from QuantStrategyLab/codex/20260416-ibkr-runtime-cleanup

[codex] Align IBKR strategy runtime contracts

Author: Pigbibi

.github/workflows/sync-cloud-run-env.yml

@@ -106,6 +106,12 @@ jobs:
               output.write(
                   f"requires_strategy_config_path={str(bool(selected.get('requires_strategy_config_path'))).lower()}\n"
               )
+              output.write(
+                  f"config_source_policy={str(selected.get('config_source_policy') or 'none')}\n"
+              )
+              output.write(
+                  f"reconciliation_output_policy={str(selected.get('reconciliation_output_policy') or 'none')}\n"
+              )
           PY
 
       - name: Validate env sync inputs
@@ -114,6 +120,8 @@ jobs:
           REQUIRES_SNAPSHOT_ARTIFACTS: ${{ steps.strategy_requirements.outputs.requires_snapshot_artifacts }}
           REQUIRES_SNAPSHOT_MANIFEST_PATH: ${{ steps.strategy_requirements.outputs.requires_snapshot_manifest_path }}
           REQUIRES_STRATEGY_CONFIG_PATH: ${{ steps.strategy_requirements.outputs.requires_strategy_config_path }}
+          CONFIG_SOURCE_POLICY: ${{ steps.strategy_requirements.outputs.config_source_policy }}
+          RECONCILIATION_OUTPUT_POLICY: ${{ steps.strategy_requirements.outputs.reconciliation_output_policy }}
         run: |
           set -euo pipefail
 
@@ -135,8 +143,12 @@ jobs:
             required_vars+=(IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH)
           fi
 
-          if [ "${REQUIRES_STRATEGY_CONFIG_PATH:-}" = "true" ]; then
-            required_vars+=(IBKR_STRATEGY_CONFIG_PATH IBKR_RECONCILIATION_OUTPUT_PATH)
+          if [ "${REQUIRES_STRATEGY_CONFIG_PATH:-}" = "true" ] && [ "${CONFIG_SOURCE_POLICY:-}" = "env_only" ]; then
+            required_vars+=(IBKR_STRATEGY_CONFIG_PATH)
+          fi
+
+          if [ "${RECONCILIATION_OUTPUT_POLICY:-}" = "required" ]; then
+            required_vars+=(IBKR_RECONCILIATION_OUTPUT_PATH)
           fi
 
           missing_vars=()

README.md

@@ -155,7 +155,7 @@ ACCOUNT_GROUP=default
 IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
 IBKR_FEATURE_SNAPSHOT_PATH=/var/data/tech_communication_pullback_enhancement_feature_snapshot_latest.csv
 IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/tech_communication_pullback_enhancement_feature_snapshot_latest.csv.manifest.json
-IBKR_STRATEGY_CONFIG_PATH=/workspace/research/configs/growth_pullback_tech_communication_pullback_enhancement.json
+# IBKR_STRATEGY_CONFIG_PATH is optional; the bundled canonical default is used when unset.
 IBKR_DRY_RUN_ONLY=true
 GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>
 NOTIFY_LANG=zh

configs/paper_tech_communication_pullback_enhancement.dryrun.env.example

@@ -4,7 +4,7 @@ ACCOUNT_GROUP=default
 IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
 IBKR_FEATURE_SNAPSHOT_PATH=/var/data/tech_communication_pullback_enhancement_feature_snapshot_latest.csv
 IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/tech_communication_pullback_enhancement_feature_snapshot_latest.csv.manifest.json
-IBKR_STRATEGY_CONFIG_PATH=/workspace/research/configs/growth_pullback_tech_communication_pullback_enhancement.json
+# IBKR_STRATEGY_CONFIG_PATH is optional; the bundled canonical default is used when unset.
 IBKR_RECONCILIATION_OUTPUT_PATH=/var/log/ibkr_tech_communication_pullback_enhancement_reconciliation.json
 IBKR_DRY_RUN_ONLY=true
 GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>

configs/paper_tech_communication_pullback_enhancement.env.example

@@ -4,7 +4,7 @@ ACCOUNT_GROUP=default
 IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
 IBKR_FEATURE_SNAPSHOT_PATH=/var/data/tech_communication_pullback_enhancement_feature_snapshot_latest.csv
 IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/tech_communication_pullback_enhancement_feature_snapshot_latest.csv.manifest.json
-IBKR_STRATEGY_CONFIG_PATH=/workspace/research/configs/growth_pullback_tech_communication_pullback_enhancement.json
+# IBKR_STRATEGY_CONFIG_PATH is optional; the bundled canonical default is used when unset.
 IBKR_RECONCILIATION_OUTPUT_PATH=/var/log/ibkr_tech_communication_pullback_enhancement_reconciliation.json
 IBKR_DRY_RUN_ONLY=true
 GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>

configs/paper_tech_communication_pullback_enhancement.paper.env.example

@@ -4,7 +4,7 @@ ACCOUNT_GROUP=default
 IB_ACCOUNT_GROUP_CONFIG_SECRET_NAME=ibkr-account-groups
 IBKR_FEATURE_SNAPSHOT_PATH=/var/data/tech_communication_pullback_enhancement_feature_snapshot_latest.csv
 IBKR_FEATURE_SNAPSHOT_MANIFEST_PATH=/var/manifests/tech_communication_pullback_enhancement_feature_snapshot_latest.csv.manifest.json
-IBKR_STRATEGY_CONFIG_PATH=/workspace/research/configs/growth_pullback_tech_communication_pullback_enhancement.json
+# IBKR_STRATEGY_CONFIG_PATH is optional; the bundled canonical default is used when unset.
 IBKR_RECONCILIATION_OUTPUT_PATH=/var/log/ibkr_tech_communication_pullback_enhancement_reconciliation.json
 IBKR_DRY_RUN_ONLY=false
 GLOBAL_TELEGRAM_CHAT_ID=<telegram-chat-id>

research/README.md

@@ -0,0 +1,20 @@
+# Research Notes
+
+This directory keeps IBKR-side research artifacts that are still useful for
+current live strategy review.
+
+Live strategy behavior is owned by `UsEquityStrategies`, platform runtime
+configuration, and the snapshot pipeline repositories. Historical IBKR-local
+research files that used retired TQQQ, SOXL/SOXX, growth-pullback, or
+stock-alpha assumptions have been removed so they are not reused as current
+performance references.
+
+Current retained research:
+
+- `backtest_video_qqq_tqqq_dual_drive.py`
+- `results/video_qqq_tqqq_dual_drive_comparison.csv`
+- `results/video_qqq_tqqq_dual_drive_recommendation.json`
+- `results/video_qqq_tqqq_dual_drive_summary.md`
+
+Use `UsEquitySnapshotPipelines` outputs when reviewing snapshot-backed live
+strategy performance.