You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: web/strategy-switch-console/README.md
+1-1Lines changed: 1 addition & 1 deletion
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -118,7 +118,7 @@ The Worker validates dispatch inputs against this config, including whether the
118
118
119
119
For signed-in users, `/api/config` also reads the target repositories' current GitHub Variables. It prefers account-specific `CLOUD_RUN_SERVICE_TARGETS_JSON`, then matching `RUNTIME_TARGET_JSON.strategy_profile`, then `STRATEGY_PROFILE`; if none can be read safely, the page falls back to `default_strategy_profile`.
120
120
121
-
The switch form also accepts optional reserved-cash overrides: minimum reserved cash in the selected account currency and reserved-cash ratio. Set `cash_currency` to `USD` or `HKD` in account config when the account has a fixed cash currency; otherwise the page infers HKD for HK-equity strategy selections and USD for US-equity selections. Leave reserved-cash fields blank to keep the platform's existing defaults. When set, the Worker passes them to `manual-strategy-switch.yml`, which writes the platform-specific variables such as `IBKR_MIN_RESERVED_CASH_USD` and `IBKR_RESERVED_CASH_RATIO`.
121
+
The switch form also accepts optional reserved-cash overrides: minimum reserved cash in the selected account currency and reserved-cash ratio. Set `cash_currency` to `USD` or `HKD` in account config when the account has a fixed cash currency; otherwise the page infers HKD for HK-equity strategy selections and USD for US-equity selections. Keeping the current policy leaves existing platform variables unchanged; when no explicit platform variables are configured, the platform source default is no extra reserve (`0` in the account currency and `0%`). When set, the Worker passes the values to `manual-strategy-switch.yml`, which writes the platform-specific variables such as `IBKR_MIN_RESERVED_CASH_USD` and `IBKR_RESERVED_CASH_RATIO`.
122
122
123
123
Successful strategy switches also sync the selected account's `default_strategy_profile` back to the KV `account_options` key. The web endpoint does this immediately after dispatching the workflow, and the manual GitHub workflow calls the Worker's internal sync endpoint after applying platform variables when the `runtime-strategy-switch` environment variable `STRATEGY_SWITCH_CONSOLE_URL` is set. For that workflow callback, set the GitHub environment secret `STRATEGY_SWITCH_SYNC_TOKEN` to the same value as the Worker secret with that name.
0 commit comments