Fix runtime switch config and DCA support

internal_dependency_matrix.json

@@ -34,14 +34,14 @@
       "path": "requirements.txt",
       "package": "us-equity-strategies",
       "source_repo": "UsEquityStrategies",
-      "ref": "c8df5f9659340965bd7f53998892ed1018ed4254"
+      "ref": "6568c315ce3be6f7ae5b799374cf7fb44232c170"
     },
     {
       "consumer_repo": "CharlesSchwabPlatform",
       "path": "requirements.txt",
       "package": "quant-platform-kit",
       "source_repo": "QuantPlatformKit",
-      "ref": "d786c1140967f0e96e35599d057f0655e5a9ba25"
+      "ref": "b0eacd2fe4884f7f2447b704a232e9a121f396c4"
     },
     {
       "consumer_repo": "CnEquitySnapshotPipelines",
@@ -55,21 +55,21 @@
       "path": "pyproject.toml",
       "package": "quant-platform-kit",
       "source_repo": "QuantPlatformKit",
-      "ref": "d786c1140967f0e96e35599d057f0655e5a9ba25"
+      "ref": "b0eacd2fe4884f7f2447b704a232e9a121f396c4"
     },
     {
       "consumer_repo": "FirstradePlatform",
       "path": "requirements.txt",
       "package": "us-equity-strategies",
       "source_repo": "UsEquityStrategies",
-      "ref": "c8df5f9659340965bd7f53998892ed1018ed4254"
+      "ref": "6568c315ce3be6f7ae5b799374cf7fb44232c170"
     },
     {
       "consumer_repo": "FirstradePlatform",
       "path": "requirements.txt",
       "package": "quant-platform-kit",
       "source_repo": "QuantPlatformKit",
-      "ref": "d786c1140967f0e96e35599d057f0655e5a9ba25"
+      "ref": "b0eacd2fe4884f7f2447b704a232e9a121f396c4"
     },
     {
       "consumer_repo": "HkEquitySnapshotPipelines",
@@ -83,42 +83,42 @@
       "path": "requirements.txt",
       "package": "hk-equity-strategies",
       "source_repo": "HkEquityStrategies",
-      "ref": "700c8b19c46336d3d8fcba687e58553afcf0235f"
+      "ref": "e9e3058c1eaf3f43b25d50df5eb14442816e568e"
     },
     {
       "consumer_repo": "InteractiveBrokersPlatform",
       "path": "requirements.txt",
       "package": "us-equity-strategies",
       "source_repo": "UsEquityStrategies",
-      "ref": "c8df5f9659340965bd7f53998892ed1018ed4254"
+      "ref": "6568c315ce3be6f7ae5b799374cf7fb44232c170"
     },
     {
       "consumer_repo": "InteractiveBrokersPlatform",
       "path": "requirements.txt",
       "package": "quant-platform-kit",
       "source_repo": "QuantPlatformKit",
-      "ref": "d786c1140967f0e96e35599d057f0655e5a9ba25"
+      "ref": "b0eacd2fe4884f7f2447b704a232e9a121f396c4"
     },
     {
       "consumer_repo": "LongBridgePlatform",
       "path": "requirements.txt",
       "package": "hk-equity-strategies",
       "source_repo": "HkEquityStrategies",
-      "ref": "700c8b19c46336d3d8fcba687e58553afcf0235f"
+      "ref": "e9e3058c1eaf3f43b25d50df5eb14442816e568e"
     },
     {
       "consumer_repo": "LongBridgePlatform",
       "path": "requirements.txt",
       "package": "quant-platform-kit",
       "source_repo": "QuantPlatformKit",
-      "ref": "d786c1140967f0e96e35599d057f0655e5a9ba25"
+      "ref": "b0eacd2fe4884f7f2447b704a232e9a121f396c4"
     },
     {
       "consumer_repo": "LongBridgePlatform",
       "path": "requirements.txt",
       "package": "us-equity-strategies",
       "source_repo": "UsEquityStrategies",
-      "ref": "c8df5f9659340965bd7f53998892ed1018ed4254"
+      "ref": "6568c315ce3be6f7ae5b799374cf7fb44232c170"
     },
     {
       "consumer_repo": "QmtPlatform",

platform-config.json

@@ -82,7 +82,7 @@
         "reserved_cash": true,
         "income_layer": true,
         "option_overlay": true,
-        "dca": false
+        "dca": true
       },
       "default_account": {
         "key": "preview",

python/scripts/build_runtime_switch.py

@@ -176,7 +176,7 @@
         "ibit_smart_dca",
     }
 )
-DCA_SUPPORTED_PLATFORMS = frozenset({"firstrade"})
+DCA_SUPPORTED_PLATFORMS = frozenset({"longbridge", "ibkr", "schwab", "firstrade"})
 DCA_MODES = frozenset({"fixed", "smart"})
 DCA_MODE_VARIABLE = "DCA_MODE"
 DCA_BASE_INVESTMENT_VARIABLE = "DCA_BASE_INVESTMENT_USD"
@@ -334,8 +334,9 @@ def _normalize_dca_mode(value: str) -> str:
 def _validate_dca_platform(platform: str, strategy_profile: str) -> None:
     profile = str(strategy_profile or "").strip().lower()
     if profile in DCA_PROFILES and platform not in DCA_SUPPORTED_PLATFORMS:
+        supported = ", ".join(sorted(DCA_SUPPORTED_PLATFORMS))
         raise ValueError(
-            "DCA strategy profiles are only supported on firstrade; "
+            f"DCA strategy profiles are only supported on {supported}; "
             f"got platform={platform!r}, strategy_profile={profile!r}"
         )
 

python/tests/test_runtime_settings.py

@@ -773,7 +773,7 @@ def test_build_switch_target_rejects_dca_settings_for_non_dca_profile(self):
         with self.assertRaisesRegex(ValueError, "DCA settings are only supported"):
             build_runtime_switch.build_switch_target(args)
 
-    def test_build_switch_target_rejects_dca_profile_on_non_firstrade_platform(self):
+    def test_build_switch_target_accepts_dca_profile_on_ibkr(self):
         parser = build_runtime_switch.build_parser()
         args = parser.parse_args(
             [
@@ -788,8 +788,10 @@ def test_build_switch_target_rejects_dca_profile_on_non_firstrade_platform(self)
             ]
         )
 
-        with self.assertRaisesRegex(ValueError, "DCA strategy profiles are only supported on firstrade"):
-            build_runtime_switch.build_switch_target(args)
+        target = build_runtime_switch.build_switch_target(args)
+
+        self.assertEqual(target["runtime_target"]["strategy_profile"], "nasdaq_sp500_smart_dca")
+        self.assertEqual(target["runtime_target"]["platform_id"], "ibkr")
 
     def test_build_switch_target_rejects_direct_dca_extra_variables(self):
         parser = build_runtime_switch.build_parser()

tests/strategy_switch_worker_validation.mjs

@@ -574,18 +574,20 @@ assert.deepEqual(JSON.parse(normalizedDcaInputs.extra_variables_json), {
   dca_base_investment_usd: "500",
   cash_only_execution_mode: "enabled",
 });
-assert.throws(
-  () => __test.normalizeSwitchInputs({
-    platform: "ibkr",
-    target_name: "ibkr-primary",
-    strategy_profile: "nasdaq_sp500_smart_dca",
-    execution_mode: "live",
-    plugin_mode: "auto",
-    dca_mode: "smart",
-    dca_base_investment_usd: "500",
-  }),
-  /DCA strategy profiles are not supported on ibkr/,
-);
+const normalizedIbkrDcaInputs = __test.normalizeSwitchInputs({
+  platform: "ibkr",
+  target_name: "ibkr-primary",
+  strategy_profile: "nasdaq_sp500_smart_dca",
+  execution_mode: "live",
+  plugin_mode: "auto",
+  dca_mode: "smart",
+  dca_base_investment_usd: "500",
+});
+assert.deepEqual(JSON.parse(normalizedIbkrDcaInputs.extra_variables_json), {
+  dca_mode: "smart",
+  dca_base_investment_usd: "500",
+  cash_only_execution_mode: "enabled",
+});
 const normalizedDcaJsonInputs = __test.normalizeSwitchInputs({
   platform: "firstrade",
   target_name: "default",
@@ -614,25 +616,26 @@ assert.deepEqual(JSON.parse(normalizedIbitZscoreInputs.extra_variables_json), {
   ibit_zscore_exit_mode: "live",
   cash_only_execution_mode: "enabled",
 });
-assert.throws(
-  () => __test.normalizeSwitchInputs({
-    platform: "ibkr",
-    target_name: "ibit-primary",
-    strategy_profile: "ibit_smart_dca",
-    execution_mode: "live",
-    plugin_mode: "auto",
-    ibit_zscore_exit_mode: "live",
-  }),
-  /DCA strategy profiles are not supported on ibkr/,
-);
+const normalizedIbkrIbitZscoreInputs = __test.normalizeSwitchInputs({
+  platform: "ibkr",
+  target_name: "ibit-primary",
+  strategy_profile: "ibit_smart_dca",
+  execution_mode: "live",
+  plugin_mode: "auto",
+  ibit_zscore_exit_mode: "live",
+});
+assert.deepEqual(JSON.parse(normalizedIbkrIbitZscoreInputs.extra_variables_json), {
+  ibit_zscore_exit_mode: "live",
+  cash_only_execution_mode: "enabled",
+});
 assert.throws(
   () => __test.normalizeSwitchInputs({
     platform: "ibkr",
     target_name: "ibkr-primary",
     strategy_profile: "nasdaq_sp500_smart_dca",
     ibit_zscore_exit_mode: "live",
   }),
-  /DCA strategy profiles are not supported on ibkr/,
+  /IBIT Z-Score exit settings/,
 );
 assert.throws(
   () => __test.normalizeSwitchInputs({

tests/test_cash_financing.js

@@ -745,6 +745,34 @@ function syncRuntimeTargetForAccount(state, form, platform, account) {
   form.runtimeTargetMode = target.known ? (target.enabled ? "enabled" : "disabled") : "current";
 }
 
+function normalizeRuntimeTargetMode(value) {
+  return ["current", "enabled", "disabled"].includes(value) ? value : "current";
+}
+
+function runtimeTargetEnabledForAccount(state, platform, account) {
+  return cleanOptionalBoolean(currentEntryForAccount(state, platform, account)?.runtime_target_enabled);
+}
+
+function pendingRuntimeTarget(state, inputs, platform, account) {
+  const mode = normalizeRuntimeTargetMode(inputs.runtime_target_enabled_mode);
+  if (mode === "current") {
+    return {
+      changed: false,
+      inputs: {
+        runtime_target_enabled: runtimeTargetEnabledForAccount(state, platform, account) ?? true,
+      },
+    };
+  }
+  const current = runtimeTargetEnabledForAccount(state, platform, account);
+  const currentEnabled = current ?? true;
+  const nextEnabled = mode === "enabled";
+  const entry = currentEntryForAccount(state, platform, account);
+  return {
+    changed: Boolean(entry && current !== null && currentEnabled !== nextEnabled),
+    inputs: { runtime_target_enabled: nextEnabled },
+  };
+}
+
 // --- 测试 ---
 console.log("\n=== 9. syncRuntimeTargetForAccount (解析为具体值) ===\n");
 
@@ -780,6 +808,19 @@ console.log("\n=== 9. syncRuntimeTargetForAccount (解析为具体值) ===\n");
   assert(form.runtimeTargetMode === "enabled", "9d: touched → not overwritten");
 }
 
+// 9e: summary/pending should not mark "current" as a disable change
+{
+  const state = { currentStrategies: makeCurrentStrategies("ibkr", { extra: { runtime_target_enabled: true } }) };
+  const pending = pendingRuntimeTarget(
+    state,
+    { runtime_target_enabled_mode: "current" },
+    "ibkr",
+    makeAccount("preview"),
+  );
+  assert(pending.changed === false, "9e: current runtime target mode → unchanged");
+  assert(pending.inputs.runtime_target_enabled === true, "9e: current runtime target keeps enabled value");
+}
+
 // ============================================================
 // 10. syncIncomeLayerForAccount (解析为具体值)
 // ============================================================

web/strategy-switch-console/app.js

@@ -65,7 +65,7 @@
         reserved_cash: true,
         income_layer: true,
         option_overlay: true,
-        dca: false,
+        dca: true,
         execution_mode: "live",
         service_name: "",
         default_execution_mode: "live"
@@ -1942,6 +1942,12 @@ function hasValidStrategySelection(platform = state.selected) {
 
     function pendingRuntimeTarget(inputs, platform = state.selected, account = selectedAccount(platform)) {
       const mode = normalizeRuntimeTargetMode(inputs.runtime_target_enabled_mode);
+      if (mode === "current") {
+        return {
+          changed: false,
+          inputs: { runtime_target_enabled: runtimeTargetEnabledForAccount(platform, account) ?? true },
+        };
+      }
       const current = runtimeTargetEnabledForAccount(platform, account);
       const currentEnabled = current ?? true;
       const nextEnabled = mode === "enabled";