chore(deps): align QPK pin to 68fcad8c68ab

pyproject.toml

@@ -13,8 +13,8 @@ authors = [{ name = "QuantStrategyLab" }]
 dependencies = [
   "flask>=3.0",
   "pandas>=2.0",
-  "quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@69a0256934d081b5ef309a885384b9eb9f62cf90",
-  "cn-equity-strategies @ git+https://github.com/QuantStrategyLab/CnEquityStrategies.git@12c0cd4801060fcb2f9452ffd9a7f48df446ddd0",
+  "quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@68fcad8c68ab48a1109d99715f8315af449de493",
+  "cn-equity-strategies @ git+https://github.com/QuantStrategyLab/CnEquityStrategies.git@33d605622ded78a006efef4297b7e786cadf1a27",
 ]
 
 [project.optional-dependencies]

qsl.toml

@@ -6,8 +6,8 @@ allow_legacy = false
 enforce_bundle = true
 
 [qsl.requires]
-quant_platform_kit = "69a0256934d081b5ef309a885384b9eb9f62cf90"
-cn_equity_strategies = "12c0cd4801060fcb2f9452ffd9a7f48df446ddd0"
+quant_platform_kit = "68fcad8c68ab48a1109d99715f8315af449de493"
+cn_equity_strategies = "33d605622ded78a006efef4297b7e786cadf1a27"
 
 [qsl.compat]
 bundle = "2026.07.3"

tests/test_dry_run_cycle.py

@@ -32,7 +32,10 @@ def test_load_platform_runtime_settings_from_env(monkeypatch: pytest.MonkeyPatch
     assert settings.market_history_path == market_history_csv
 
 
-def test_dry_run_cycle_returns_target_weights(monkeypatch: pytest.MonkeyPatch, market_history_csv: str):
+def test_dry_run_cycle_fails_closed_on_concentrated_target(
+    monkeypatch: pytest.MonkeyPatch,
+    market_history_csv: str,
+):
     monkeypatch.setenv("STRATEGY_PROFILE", CN_INDUSTRY_ETF_ROTATION_PROFILE)
     monkeypatch.setenv("QMT_DRY_RUN_ONLY", "true")
     monkeypatch.setenv("QMT_MARKET_HISTORY_PATH", market_history_csv)
@@ -55,12 +58,14 @@ def test_dry_run_cycle_returns_target_weights(monkeypatch: pytest.MonkeyPatch, m
     )
     assert report["status"] == "ok"
     assert report["strategy_profile"] == CN_INDUSTRY_ETF_ROTATION_PROFILE
-    assert report["target_weights"]
-    assert report["order_previews"]
+    assert report["target_weights"] == {}
+    assert report["order_previews"] == []
+    assert report["risk_flags"] == ["rejected:concentration"]
+    assert report["diagnostics"]["risk_gate"] == "REJECT"
     assert report["dry_run_only"] is True
 
 
-def test_dry_run_cycle_supports_aggressive_industry_profile(
+def test_aggressive_industry_profile_fails_closed_on_concentration(
     monkeypatch: pytest.MonkeyPatch,
     market_history_csv: str,
 ):
@@ -86,4 +91,7 @@ def test_dry_run_cycle_supports_aggressive_industry_profile(
     )
     assert report["status"] == "ok"
     assert report["strategy_profile"] == CN_INDUSTRY_ETF_ROTATION_AGGRESSIVE_PROFILE
-    assert report["target_weights"]
+    assert report["target_weights"] == {}
+    assert report["order_previews"] == []
+    assert report["risk_flags"] == ["rejected:concentration"]
+    assert report["diagnostics"]["risk_gate"] == "REJECT"

tests/test_main.py

@@ -28,4 +28,7 @@ def test_dry_run_endpoint(client):
     assert response.status_code == 200
     payload = response.get_json()
     assert payload["status"] == "ok"
-    assert payload["target_weights"]
+    assert payload["target_weights"] == {}
+    assert payload["order_previews"] == []
+    assert payload["risk_flags"] == ["rejected:concentration"]
+    assert payload["diagnostics"]["risk_gate"] == "REJECT"

tests/test_qsl_metadata.py

@@ -15,5 +15,5 @@ def test_qsl_metadata_has_runtime_platform_fields() -> None:
     assert qsl["enforce_bundle"] is True
     assert qsl["compat"]["bundle"] == "2026.07.3"
     requires = qsl["requires"]
-    assert requires["quant_platform_kit"] == "69a0256934d081b5ef309a885384b9eb9f62cf90"
-    assert requires["cn_equity_strategies"] == "12c0cd4801060fcb2f9452ffd9a7f48df446ddd0"
+    assert requires["quant_platform_kit"] == "68fcad8c68ab48a1109d99715f8315af449de493"
+    assert requires["cn_equity_strategies"] == "33d605622ded78a006efef4297b7e786cadf1a27"