Add per-platform cash-only execution and smooth deleverage switching.

Read {PLATFORM}_CASH_ONLY_EXECUTION via QuantPlatformKit, propagate through runtime/sync workflows, and bump QPK/UES pins.

Co-authored-by: Cursor <cursoragent@cursor.com>

Author: Pigbibi

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

@@ -182,6 +182,7 @@ jobs:
       INCOME_LAYER_ENABLED: ${{ vars.INCOME_LAYER_ENABLED }}
       INCOME_LAYER_START_USD: ${{ vars.INCOME_LAYER_START_USD }}
       INCOME_LAYER_MAX_RATIO: ${{ vars.INCOME_LAYER_MAX_RATIO }}
+      LONGBRIDGE_CASH_ONLY_EXECUTION: ${{ vars.LONGBRIDGE_CASH_ONLY_EXECUTION }}
       CASH_ONLY_EXECUTION: ${{ vars.CASH_ONLY_EXECUTION }}
       DCA_MODE: ${{ vars.DCA_MODE }}
       DCA_BASE_INVESTMENT_USD: ${{ vars.DCA_BASE_INVESTMENT_USD }}

decision_mapper.py

@@ -6,6 +6,7 @@
 
 from us_equity_strategies.cash_only_equity import (
     build_portfolio_inputs_from_snapshot,
+    resolve_weight_translation_equity,
 )
 from quant_platform_kit.strategy_contracts import (
     PositionTarget,
@@ -464,6 +465,7 @@ def _normalize_to_value_target_decision(
     *,
     portfolio_inputs,
     runtime_metadata: Mapping[str, Any] | None = None,
+    cash_only_execution: bool = True,
 ) -> tuple[StrategyDecision, ValueTargetExecutionAnnotations | None]:
     target_mode = resolve_decision_target_mode(decision)
     no_execute = "no_execute" in set(decision.risk_flags)
@@ -472,18 +474,30 @@ def _normalize_to_value_target_decision(
         return decision, None
 
     if target_mode == "weight" and not no_execute:
-        total_equity = float(portfolio_inputs.total_equity)
-        if total_equity <= 0.0:
+        total_equity, block_execution, deleverage_mode = resolve_weight_translation_equity(
+            portfolio_inputs,
+            cash_only_execution=cash_only_execution,
+        )
+        if block_execution:
             return _build_zero_equity_value_decision(
                 decision,
             ), _build_weight_translation_annotations(
                 decision,
-                total_equity=total_equity,
+                total_equity=float(portfolio_inputs.total_equity),
                 liquid_cash=float(portfolio_inputs.liquid_cash),
                 runtime_metadata=runtime_metadata,
             )
+        decision_for_translation = decision
+        if deleverage_mode:
+            decision_for_translation = replace(
+                decision,
+                diagnostics={
+                    **dict(decision.diagnostics),
+                    "cash_only_deleverage_mode": True,
+                },
+            )
         translated = translate_decision_to_target_mode(
-            decision,
+            decision_for_translation,
             target_mode="value",
             total_equity=total_equity,
         )
@@ -652,6 +666,7 @@ def map_strategy_decision_to_plan(
         decision,
         portfolio_inputs=portfolio_inputs,
         runtime_metadata=runtime_metadata,
+        cash_only_execution=cash_only_execution,
     )
     annotations = normalized_annotations
     if annotations is None:

requirements.txt

@@ -1,7 +1,7 @@
 flask
 gunicorn
-quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@bc5351d3567b2bb60416dc969062c37eedbbf65e
-us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@5aa949df2962b70d6fdb11c33f7d150492795f16
+quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@7b6e3ce33e6563db4794fa7b865db9ec428dc478
+us-equity-strategies @ git+https://github.com/QuantStrategyLab/UsEquityStrategies.git@78172596f64c6423a1ab304e53e5d0e18a865175
 hk-equity-strategies @ git+https://github.com/QuantStrategyLab/HkEquityStrategies.git@f4a7d9252e4c82750045872ff852cb474b172e91
 pandas
 requests

runtime_config_support.py

@@ -8,6 +8,7 @@
 
 from quant_platform_kit.common.runtime_config import (
     resolve_bool_value,
+    resolve_cash_only_execution_env,
     resolve_dry_run_env,
     resolve_optional_float_env,
     resolve_strategy_runtime_path_settings,
@@ -305,7 +306,10 @@ def load_platform_runtime_settings(
             if safe_haven_cash_substitute_threshold_usd is not None
             else DEFAULT_SAFE_HAVEN_CASH_SUBSTITUTE_THRESHOLD_USD
         ),
-        cash_only_execution=resolve_cash_only_execution_env(),
+        cash_only_execution=resolve_cash_only_execution_env(
+            os.environ,
+            platform_env_prefix="LONGBRIDGE",
+        ),
         debug_position_snapshot=resolve_bool_value(os.getenv("LONGBRIDGE_DEBUG_POSITION_SNAPSHOT")),
         income_threshold_usd=resolve_optional_float_env(os.environ, "INCOME_THRESHOLD_USD"),
         qqqi_income_ratio=_qqqi_income_ratio_env(),
@@ -475,11 +479,6 @@ def _runtime_target_enabled_env() -> bool:
     return True if value is None else value
 
 
-def resolve_cash_only_execution_env(name: str = "CASH_ONLY_EXECUTION") -> bool:
-    value = _optional_bool_env(name)
-    return True if value is None else value
-
-
 def _optional_ratio_env(name: str) -> float | None:
     value = resolve_optional_float_env(os.environ, name)
     if value is None:

scripts/build_cloud_run_env_sync_plan.py

@@ -88,6 +88,7 @@ def _should_add_local_src(candidate: Path) -> bool:
     "LONGBRIDGE_STRATEGY_PLUGIN_MOUNTS_JSON",
     "LONGBRIDGE_MIN_RESERVED_CASH_USD",
     "LONGBRIDGE_RESERVED_CASH_RATIO",
+    "LONGBRIDGE_CASH_ONLY_EXECUTION",
     "LONGBRIDGE_SAFE_HAVEN_CASH_SUBSTITUTE_THRESHOLD_USD",
     "INCOME_LAYER_ENABLED",
     "INCOME_LAYER_START_USD",