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1226 lines (1226 loc) · 38.8 KB
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{
"$schema": "https://quantstratalab.github.io/configs/platform-config.schema.json",
"schema_version": 1,
"meta": {
"last_updated": "2026-08-19",
"description": "Single source of truth for all platforms, domains, and strategies",
"runtime_authority": {
"schema_version": "qsl.runtime_authority_status.v1",
"scope": "p0_p6_control_plane",
"status": "P0_CONTROL_PLANE_NOT_RUNTIME_WIRED",
"status_as_of": "2026-08-19",
"active_preauthorized_autonomy_policy": false,
"execution_metadata_is_runtime_authority": false,
"p1_p3_non_live_data_acquisition_authority": "INDEPENDENT_CONTRACT_REQUIRED",
"p4_p6_definition": "UNDEFINED"
},
"console_observability": {
"extra_platforms": [
"alpaca"
]
}
},
"notifications": {
"quant_sentinel": {
"label_zh": "量化哨兵",
"label_en": "QuantSentinel",
"telegram_bot_token_secret_name": "quant-sentinel-telegram-bot-token",
"telegram_chat_id_ref": {
"source": "runtime_environment",
"preferred_env": "QSL_GLOBAL_TELEGRAM_CHAT_ID",
"fallback_envs": [
"GLOBAL_TELEGRAM_CHAT_ID",
"STRATEGY_PLUGIN_ALERT_TELEGRAM_CHAT_IDS"
]
},
"gcp_projects": [
"firstradequant",
"longbridgequant",
"charlesschwabquant",
"interactivebrokersquant"
],
"env_aliases": {
"bot_token": [
"TELEGRAM_TOKEN",
"TG_TOKEN",
"STRATEGY_PLUGIN_ALERT_TELEGRAM_BOT_TOKEN"
],
"chat_id": [
"QSL_GLOBAL_TELEGRAM_CHAT_ID",
"GLOBAL_TELEGRAM_CHAT_ID",
"STRATEGY_PLUGIN_ALERT_TELEGRAM_CHAT_IDS"
]
},
"deprecated_secret_names": [
"crisis-alert-telegram-bot-token"
],
"execution_telegram_bot_token_secret_name": "quant-sentinel-telegram-bot-token",
"legacy_platform_telegram_bot_token_secret_names": [
"longbridge-telegram-token",
"interactive-brokers-telegram-token",
"firstrade-telegram-token",
"charles-schwab-telegram-token"
],
"github_variable_contract": {
"TELEGRAM_TOKEN_SECRET_NAME": "quant-sentinel-telegram-bot-token",
"STRATEGY_PLUGIN_ALERT_TELEGRAM_BOT_TOKEN_SECRET_NAME": "quant-sentinel-telegram-bot-token",
"locale_env_preference": [
"QSL_NOTIFY_LANG",
"NOTIFY_LANG"
],
"notes_zh": "平台执行日报与插件告警均应解析到同一 GCP secret 名；禁止在公开仓写入 token 或 chat id。",
"notes_en": "Execution digests and plugin alerts must resolve to the same GCP secret name; never commit tokens or chat ids."
},
"daily_digest": {
"schema_version": "qsl.daily_digest.v1",
"enabled": true,
"channel": "quant_sentinel",
"telegram_bot_token_secret_name": "quant-sentinel-telegram-bot-token",
"locales": [
"zh",
"en"
],
"default_locale_env": [
"QSL_NOTIFY_LANG",
"NOTIFY_LANG"
],
"default_locale": "zh",
"inclusion": {
"require_actual_run": true,
"include_crypto_if_any_cycle_ran": true,
"include_periodic_dca_only_on_run_day": true,
"omit_platforms_with_no_run": true,
"heartbeat_only_when_no_runs_or_no_fills": true
},
"schedule": {
"timezone": "Asia/Shanghai",
"cron": "0 6 * * 2-6",
"description_zh": "周二至周六 06:00 Asia/Shanghai，覆盖前一美股 RTH 收盘；加密当日 UTC 有周期则并入同一条日报。",
"description_en": "Tue–Sat 06:00 Asia/Shanghai, after prior US RTH close; include crypto if any UTC-day cycle ran."
},
"message": {
"title_key": "daily_digest_title",
"heartbeat_title_key": "daily_digest_heartbeat_title",
"max_platforms": 12,
"max_strategies_per_platform": 8,
"forbid_amounts_in_public_logs": true
},
"aggregator": {
"schema_version": "qsl.daily_digest_aggregator.v1",
"workflow": "docs/workflows/daily-digest-notify.yml",
"owner_repo": "QuantStrategyLab/QuantRuntimeSettings",
"evidence_sources": [
"candidates_file",
"github_workflow_conclusions"
],
"counts_policy": "never_invent_fills_or_orders",
"github_workflow_allowlist": [
{
"platform_id": "longbridge",
"repository": "QuantStrategyLab/LongBridgePlatform",
"workflow": "publish-runtime-daily-once.yml",
"strategy_profile": "russell_top50_leader_rotation",
"evidence_role": "paper_projection_once",
"path_status": "present",
"note_zh": "PAPER 环境手动一次性投影；workflow success 仅作存在性证据，不成交事实；≠ live。",
"note_en": "PAPER env manual one-shot projection; workflow success is existence-only, not fill facts; not live."
},
{
"platform_id": "schwab",
"repository": "QuantStrategyLab/CharlesSchwabPlatform",
"workflow": "runtime-daily-sync.yml",
"strategy_profile": "soxl_soxx_trend_income",
"evidence_role": "manual_daily_projection",
"path_status": "present",
"note_zh": "正式入口为 runtime-daily-sync.yml（原 publish-runtime-daily-once.yml 404）；仍为存在性证据，counts 未知。",
"note_en": "Canonical entry is runtime-daily-sync.yml (publish-runtime-daily-once.yml 404); existence-only, counts unknown."
}
],
"binance_alignment_note_zh": "Binance 历史 GH secret 名 TG_TOKEN 仍独立；对齐步骤：将 TG_TOKEN 换成与 quant-sentinel-telegram-bot-token 同一 bot，或改为 TELEGRAM_TOKEN_SECRET_NAME 模式。公开仓只记名称。",
"binance_alignment_note_en": "Binance still uses legacy GH secret name TG_TOKEN; align by pointing TG_TOKEN at the same bot as quant-sentinel-telegram-bot-token, or migrate to TELEGRAM_TOKEN_SECRET_NAME. Public repo records names only.",
"workflow_install_path": ".github/workflows/daily-digest-notify.yml",
"workflow_install_note_zh": "公开 OAuth 无 workflow scope 时，本仓以 docs/workflows/ 为真源文稿；具备 workflow 权限的维护者拷贝到 .github/workflows/ 后 schedule/dispatch 才会生效。",
"workflow_install_note_en": "When the pushing credential lacks the workflow OAuth scope, docs/workflows/ is the authored source; a maintainer with workflow scope must copy it to .github/workflows/ before schedule/dispatch runs.",
"github_workflow_allowlist_omitted": [
{
"platform_id": "ibkr",
"repository": "QuantStrategyLab/InteractiveBrokersPlatform",
"requested_workflow": "publish-runtime-daily-once.yml",
"path_status": "missing",
"reason_zh": "公开仓无 publish-runtime-daily-once.yml / runtime-daily-sync.yml；heartbeat 故意不进日报 allowlist。",
"reason_en": "No publish-runtime-daily-once.yml or runtime-daily-sync.yml in public tree; heartbeat intentionally omitted from digest allowlist."
},
{
"platform_id": "binance",
"repository": "QuantStrategyLab/BinancePlatform",
"requested_workflow": "publish-runtime-daily-once.yml",
"path_status": "missing",
"reason_zh": "公开仓无该文件；binance-account-facts / runtime-heartbeat 不是 runtime daily projection，不冒充成交证据。",
"reason_en": "File absent; binance-account-facts / runtime-heartbeat are not runtime daily projection and must not impersonate fill evidence."
},
{
"platform_id": "firstrade",
"repository": "QuantStrategyLab/FirstradePlatform",
"requested_workflow": null,
"path_status": "no_daily_projection_workflow",
"reason_zh": "公开仓无 daily projection workflow；仅有 execution-report-heartbeat，不加入 allowlist。",
"reason_en": "No daily projection workflow in public tree; only execution-report-heartbeat, not added to allowlist."
}
],
"workflow_evidence_policy_zh": "github_workflow_allowlist 仅用于运维定位与存在性辅助证据。workflow success ≠ 成交/订单事实；PAPER once ≠ live；正式业务证据优先 DIGEST_CANDIDATES。heartbeat-only 永不进入 allowlist。",
"workflow_evidence_policy_en": "github_workflow_allowlist is ops locator + existence-only auxiliary evidence. workflow success ≠ fill/order facts; PAPER once ≠ live; prefer DIGEST_CANDIDATES for business evidence. Heartbeat-only never enters the allowlist."
}
}
}
},
"domains": {
"us_equity": {
"label_zh": "美股",
"label_en": "US Equity",
"market": "US",
"market_calendar": "NYSE",
"market_timezone": "America/New_York",
"scheduler_profile": "us_daily"
},
"hk_equity": {
"label_zh": "港股",
"label_en": "HK Equity",
"market": "HK",
"market_calendar": "XHKG",
"market_timezone": "Asia/Hong_Kong",
"scheduler_profile": "hk_daily"
},
"cn_equity": {
"label_zh": "A股",
"label_en": "CN A-share",
"market": "CN",
"market_calendar": "SSE",
"market_timezone": "Asia/Shanghai",
"scheduler_profile": "cn_daily"
},
"crypto": {
"label_zh": "加密",
"label_en": "Crypto",
"market": "CRYPTO",
"market_calendar": "24/7",
"market_timezone": "UTC",
"scheduler_profile": "crypto_intraday"
}
},
"scheduling": {
"profiles": {
"us_daily": {
"timezone": "America/New_York",
"main_time": "45 15 * * 1-5",
"probe_time": "35 9,15 * * 1-5",
"precheck_time": "45 9 * * 1-5"
},
"us_dca_month_end": {
"timezone": "America/New_York",
"main_time": "45 15 * * 1-5",
"probe_time": "35 9,15 * * 1-5",
"precheck_time": "45 9 * * 1-5"
},
"us_snapshot_month_start": {
"timezone": "America/New_York",
"main_time": "45 15 * * 1-5",
"probe_time": "35 9,15 * * 1-5",
"precheck_time": "45 9 * * 1-5"
},
"hk_daily": {
"timezone": "Asia/Hong_Kong",
"main_time": "45 15 * * 1-5",
"probe_time": "35 9,15 * * 1-5",
"precheck_time": "45 9 * * 1-5"
},
"hk_snapshot_month_start": {
"timezone": "Asia/Hong_Kong",
"main_time": "45 15 1-7 * *",
"probe_time": "35 9,15 1-7 * *",
"precheck_time": "45 9 1-7 * *"
},
"cn_daily": {
"timezone": "Asia/Shanghai",
"main_time": "45 15 * * *",
"probe_time": "35 9,15 * * *",
"precheck_time": "45 9 * * *"
},
"cn_snapshot_month_start": {
"timezone": "Asia/Shanghai",
"main_time": "45 15 1-7 * *",
"probe_time": "35 9,15 1-7 * *",
"precheck_time": "45 9 1-7 * *"
},
"crypto_intraday": {
"timezone": "UTC",
"main_time": "0,30 * * * *",
"probe_time": "0 6,18 * * *",
"precheck_time": "55 5 * * *"
}
}
},
"platforms": {
"longbridge": {
"label": "LongBridge",
"code": "LB",
"accent_color": "var(--lb)",
"css_var": "--lb: #0f766e",
"repository": "QuantStrategyLab/LongBridgePlatform",
"variable_scope": "environment",
"supported_domains": [
"us_equity",
"hk_equity"
],
"capabilities": {
"margin_policy": true,
"reserved_cash": true,
"income_layer": true,
"option_overlay": true,
"dca": true
},
"default_account": {
"key": "preview",
"label": "LongBridge",
"target_name": "preview",
"supported_domains": [
"us_equity",
"hk_equity"
],
"cash_currency": "USD",
"default_execution_mode": "live"
},
"deployment": {
"default_execution_mode": "live",
"supported_execution_modes": [
"live",
"dry_run"
],
"dry_run_only": false,
"runtime_model": "cloud_run",
"settings_activation": "cloud_run_sync_workflow",
"live_configured": true,
"env_repo_key": [
"STRATEGY_SWITCH_LONGBRIDGE_REPO",
"RUNTIME_SETTINGS_LONGBRIDGE_REPO"
],
"service_name": ""
}
},
"ibkr": {
"label": "IBKR",
"code": "IB",
"accent_color": "var(--ib)",
"css_var": "--ib: #2f5f9f",
"repository": "QuantStrategyLab/InteractiveBrokersPlatform",
"variable_scope": "repository",
"supported_domains": [
"us_equity",
"hk_equity"
],
"capabilities": {
"margin_policy": true,
"reserved_cash": true,
"income_layer": true,
"option_overlay": true,
"dca": true
},
"default_account": {
"key": "preview",
"label": "IBKR",
"target_name": "preview",
"supported_domains": [
"us_equity",
"hk_equity"
],
"cash_currency": "USD",
"default_execution_mode": "live"
},
"deployment": {
"default_execution_mode": "live",
"supported_execution_modes": [
"live",
"dry_run"
],
"dry_run_only": false,
"runtime_model": "cloud_run",
"settings_activation": "cloud_run_sync_workflow",
"live_configured": true,
"env_repo_key": [
"STRATEGY_SWITCH_IBKR_REPO",
"RUNTIME_SETTINGS_IBKR_REPO"
],
"service_name": ""
}
},
"schwab": {
"label": "Schwab",
"code": "SW",
"accent_color": "var(--sw)",
"css_var": "--sw: #9b4153",
"repository": "QuantStrategyLab/CharlesSchwabPlatform",
"variable_scope": "repository",
"supported_domains": [
"us_equity"
],
"capabilities": {
"margin_policy": true,
"reserved_cash": true,
"income_layer": true,
"option_overlay": true,
"dca": true
},
"default_account": {
"key": "preview",
"label": "Schwab",
"target_name": "preview",
"supported_domains": [
"us_equity"
],
"cash_currency": "USD",
"default_execution_mode": "live"
},
"deployment": {
"default_execution_mode": "live",
"supported_execution_modes": [
"live",
"dry_run"
],
"dry_run_only": false,
"runtime_model": "cloud_run",
"settings_activation": "cloud_run_sync_workflow",
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