docs(qsl): separate bundle and rollout version sources

Co-Authored-By: Codex <noreply@openai.com>

Author: Pigbibi

docs/qsl_compat_upgrade.md

@@ -51,16 +51,31 @@ python scripts/render_qsl_dependency_graph.py --repo-root . --format md
   - 当前 checker 已识别 `legacy_reason` 和 `live_constraint_files`；`owner` / `expires_at` / `next_action` 已进入 checker warning，用于约束过渡例外的负责人、到期日和下一步动作。
 - `--non-strict` 仅用于本地快速预览，不作为发布门禁依据。
 
-## 当前中心兼容基线
-
-- Bundle: `2026.08.0`
-- QPK: `3acab1923a97b805b077c85c6c19657be0143bac`
-- UsEquityStrategies: `be1a2c9f7c388d4dd78bda6c2dd7ccad0d4b13b4`
-- HkEquityStrategies: `72008f44050b0dc7415334535dbe784793180159`
-- CnEquityStrategies: `167355385dde4e1a2b9dea4ede7077f9fbda13ce`
-- CryptoStrategies: `d2b43112154c35c7b6c2651a240054926a779ae9`
-- QuantStrategyPlugins: `c798397d9ca9230e404673d7774bac3d478217dc`
-- MarketSignalSources: `956dd380f75aac4ecb6f8443d95619c8a7f1c52b`
+## 版本真相边界与受控升级
+
+不要在文档中把一个 SHA 解释为“所有平台当前运行版本”。QSL 有三个各司其职的版本来源：
+
+| 目的 | 唯一来源 | 含义 |
+| --- | --- | --- |
+| 兼容目标 | `compat/bundles/<bundle>.toml` | 已发布的兼容 bundle；用于严格仓库校验与回退基线。 |
+| 已验证平台实际 pin | `internal_dependency_matrix.json` | 从各 consumer 仓库的 `main` 依赖文件生成；这是平台/策略当前已合入版本的唯一台账。 |
+| 下一轮 QPK 候选 | `QuantPlatformKit/QPK_PIN` | 只表示待分阶段推广的候选，不代表任何平台已经升级。 |
+
+`QPK_PIN` 变更先经过候选安装与依赖检查，再以只改该文件的 PR 进入主分支。随后才按
+`strategy → consumer → aggregate bundle` 顺序创建下游 PR；每一个下游 PR 仍须通过自身 CI，
+不会直接触发运行时部署或交易。平台版本与候选不同步时，优先读取 matrix，而不是 bundle
+或候选 pin。
+
+在同步下游仓库后，用生成器维护和核对实际台账：
+
+```bash
+python3 python/scripts/qslctl.py generate-matrix --projects-root .. --check --strict
+python3 python/scripts/qslctl.py generate-matrix --projects-root .. --sync
+python3 python/scripts/check_internal_dependency_matrix.py --projects-root .. --strict --require-consumer-files
+```
+
+第一条命令用于 CI/监测，第二条只在经过下游 CI 的变更需要提交台账时使用。这样 bundle、
+候选和实际运行依赖不会再因重复手工维护而相互矛盾。
 
 ## Phase-2 Transition Warning 收敛路径
 

python/tests/test_internal_dependency_matrix.py

@@ -99,32 +99,39 @@ def test_current_matrix_matches_local_workspace(self):
         self.assertEqual(report.missing_files, [])
         self.assertEqual(report.issues, [])
 
-    def test_tracked_qpk_consumer_pins_match_latest_matrix_snapshot(self):
-        expected_pins_by_consumer = {
-            "BinancePlatform": "9f7e7f8335e97f83f66677ad5e73254a1a421759",
-            "CharlesSchwabPlatform": "9f7e7f8335e97f83f66677ad5e73254a1a421759",
-            "CnEquityStrategies": "54d4ba901ae4e72e09c143c051747b900de55022",
-            "CryptoStrategies": "54d4ba901ae4e72e09c143c051747b900de55022",
-            "FirstradePlatform": "9f7e7f8335e97f83f66677ad5e73254a1a421759",
-            "HkEquityStrategies": "54d4ba901ae4e72e09c143c051747b900de55022",
-            "InteractiveBrokersPlatform": "9f7e7f8335e97f83f66677ad5e73254a1a421759",
-            "LongBridgePlatform": "9f7e7f8335e97f83f66677ad5e73254a1a421759",
-            "UsEquityStrategies": "54d4ba901ae4e72e09c143c051747b900de55022",
-            "UsEquitySnapshotPipelines": "2341557b8ded834bd41ef5a92111361dbf8844d9",
+    def test_tracked_qpk_consumer_pins_are_coherent_per_consumer(self):
+        tracked_consumers = {
+            "BinancePlatform",
+            "CharlesSchwabPlatform",
+            "CnEquityStrategies",
+            "CryptoStrategies",
+            "FirstradePlatform",
+            "HkEquityStrategies",
+            "InteractiveBrokersPlatform",
+            "LongBridgePlatform",
+            "UsEquityStrategies",
+            "UsEquitySnapshotPipelines",
         }
         matrix_pins = check_internal_dependency_matrix.load_matrix(ROOT / "internal_dependency_matrix.json")
         refs = {
             (pin.consumer_repo, pin.path): pin.ref
             for pin in matrix_pins
-            if pin.consumer_repo in expected_pins_by_consumer and pin.source_repo == "QuantPlatformKit"
+            if pin.consumer_repo in tracked_consumers and pin.source_repo == "QuantPlatformKit"
         }
-        expected_refs = {
-            (consumer_repo, path): ref
-            for consumer_repo, ref in expected_pins_by_consumer.items()
+        expected_keys = {
+            (consumer_repo, path)
+            for consumer_repo in tracked_consumers
             for path in ("pyproject.toml", "uv.lock")
         }
 
-        self.assertEqual(refs, expected_refs)
+        self.assertEqual(set(refs), expected_keys)
+        for consumer_repo in tracked_consumers:
+            consumer_refs = {
+                refs[(consumer_repo, path)]
+                for path in ("pyproject.toml", "uv.lock")
+            }
+            self.assertEqual(len(consumer_refs), 1)
+            self.assertRegex(next(iter(consumer_refs)), r"^[0-9a-f]{40}$")
 
         uesp_strategy_refs = {
             (pin.consumer_repo, pin.path): pin.ref
@@ -133,12 +140,19 @@ def test_tracked_qpk_consumer_pins_match_latest_matrix_snapshot(self):
             and pin.source_repo == "UsEquityStrategies"
         }
         self.assertEqual(
-            uesp_strategy_refs,
-            {
-                ("UsEquitySnapshotPipelines", path): "180701592efda47d8acd824dca98f3d74a5ee462"
-                for path in ("pyproject.toml", "uv.lock")
-            },
+            set(uesp_strategy_refs),
+            {("UsEquitySnapshotPipelines", path) for path in ("pyproject.toml", "uv.lock")},
         )
+        self.assertEqual(len(set(uesp_strategy_refs.values())), 1)
+        self.assertRegex(next(iter(uesp_strategy_refs.values())), r"^[0-9a-f]{40}$")
+
+    def test_upgrade_document_distinguishes_target_candidate_and_observed_pins(self):
+        document = (ROOT / "docs" / "qsl_compat_upgrade.md").read_text(encoding="utf-8")
+
+        self.assertIn("compat/bundles/<bundle>.toml", document)
+        self.assertIn("internal_dependency_matrix.json", document)
+        self.assertIn("QuantPlatformKit/QPK_PIN", document)
+        self.assertNotRegex(document, r"[0-9a-f]{40}")
 
     def test_require_consumer_files_treats_missing_paths_as_issues(self):
         projects_root = self._make_projects_root({})