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fix: keep tech communication profile research-only
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docs/market-regime-control-plan.md

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@@ -115,7 +115,7 @@ Recommended policy:
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`position_control`. SOXL keeps its own reviewed SOXX trend and volatility
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de-leveraging gates. Macro, crisis, and OSINT signals are delivered as general
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notifications for manual review.
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- Global ETF, Russell 1000, Tech/Communication, and Mega Cap rotation
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- Global ETF, Russell 1000, and Mega Cap rotation
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strategies
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Support the unified plugin by default. `risk_reduced` should apply a 50% risk
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budget scale; `risk_off` should zero the risk-asset budget.

docs/market-regime-control-plan.zh-CN.md

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@@ -78,7 +78,7 @@
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默认消费 `position_control``risk_off` 降到现金类或非风险资产;`risk_reduced` 按策略配置降低杠杆或风险预算;TACO 只触发人工复核和本地 veto。
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- SOXL/SOXX 趋势收益策略
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不默认挂载统一插件,也不消费 `position_control`。SOXL 继续只使用已经通过复核的 SOXX 自身趋势和波动率降杠杆门;宏观、危机和 OSINT 信号只进入通用通知,由人工决定是否干预。
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- Global ETF、Russell 1000、Tech/Communication、Mega Cap 类轮动策略
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- Global ETF、Russell 1000、Mega Cap 类轮动策略
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默认支持统一插件。`risk_reduced` 建议做 50% 风险预算缩放,`risk_off` 建议归零风险资产预算。
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- DCA 或收入型低频策略
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默认 notification-only,允许用户显式开启仓位影响。

src/quant_strategy_plugins/strategy_plugin_runner.py

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@@ -127,15 +127,6 @@ class PluginNotificationTargetPolicy:
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since_version="strategy_plugins.v1",
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description="Local risk-scaling consumer for the Russell 1000 defensive sleeve.",
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),
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PluginConsumptionPolicy(
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plugin=PLUGIN_MARKET_REGIME_CONTROL,
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strategy="tech_communication_pullback_enhancement",
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notification_allowed=True,
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position_control_allowed=True,
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evidence_status=EVIDENCE_AUTOMATION_APPROVED,
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since_version="strategy_plugins.v1",
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description="Local risk-scaling consumer for the tech/communication pullback profile.",
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),
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PluginConsumptionPolicy(
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plugin=PLUGIN_MARKET_REGIME_CONTROL,
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strategy="mega_cap_leader_rotation_top50_balanced",

tests/test_strategy_plugin_runner.py

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@@ -425,7 +425,6 @@ def test_strategy_plugin_runner_contract_registry_prefers_unified_plugin() -> No
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STRATEGY_NAME,
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"global_etf_rotation",
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"russell_1000_multi_factor_defensive",
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"tech_communication_pullback_enhancement",
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"mega_cap_leader_rotation_top50_balanced",
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}
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assert set(PLUGIN_COMPATIBLE_NOTIFICATION_TARGETS[PLUGIN_MARKET_REGIME_CONTROL]) == {

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