next_window_cleanup_split.md

Next-window cleanup split plan

Verified snapshot: 2026-04-07

This document pre-splits the next compatibility-window cleanup into small PR-sized batches.

It is a planning document only. Do not merge these removals early. The current window still intentionally keeps rollback hooks.

Scope

Remove only migration-window compatibility layers that were kept during PR1-PR6.

Do not use this cleanup window to:

• change any strategy formulas
• change thresholds or risk semantics
• refactor broker integrations beyond the boundary-removal work
• mix feature work into cleanup PRs

Common release gates

Every removal PR below should wait until all of these are true:

1. the unified-entrypoint mainline has shipped for at least one stable release window
2. rollback to the previous release tag is still possible during the cutover
3. regression tests for the affected repo are green on the unified path
4. rg shows the legacy symbol is only referenced in the files being deleted or updated in that PR
5. any research or test-only imports have been moved off the compatibility shim first

Recommended PR order

1. NW1 QuantPlatformKit deprecated helper removal - done
2. NW2 LongBridgePlatform allocation-loader removal - done
3. NW3 CharlesSchwabPlatform allocation-loader removal - done
4. NW4 UsEquityStrategies metadata lift for IB cleanup - done
5. NW5 InteractiveBrokersPlatform legacy-module bridge removal - done
6. NW6 BinancePlatform direct component-loader and main-wrapper removal - done

This order keeps the easy and low-coupling deletions first, and leaves the IB / Binance boundary cleanup for after their remaining test and adapter dependencies are gone.

Execution status

• Completed on the current branch: NW1, NW2, NW3, NW4, NW5, NW6
• Remaining planned batch after that: none

---

NW1 - QuantPlatformKit: remove deprecated global compatibility helpers

Status: completed on the current branch.

Goal

Delete the migration-window helpers that were superseded by StrategyCatalog + PlatformStrategyPolicy.

Repositories

• QuantPlatformKit

Delete

• src/quant_platform_kit/common/strategies.py
  • get_supported_profiles_for_platform(...)
  • resolve_strategy_definition(...)
  • the deprecation warning strings and legacy call path that support them
• src/quant_platform_kit/__init__.py
  • legacy exports for the two deprecated helpers
• tests and docs that still assert the deprecated flow

Keep

• resolve_platform_strategy_definition(...)
• get_enabled_profiles_for_platform(...)
• build_platform_profile_matrix(...)
• platform-local strategy_registry.py wrappers that already sit on top of the new policy/catalog API

Current references to clean up

• src/quant_platform_kit/common/strategies.py
• src/quant_platform_kit/__init__.py
• tests/test_strategies.py
• tests/test_strategy_contracts.py
• docs/strategy_contract_migration.md

Done when

• rg -n "resolve_strategy_definition\(|get_supported_profiles_for_platform\(" . in QuantPlatformKit only finds historical notes that were intentionally rewritten, or finds no runtime code at all
• tests cover only the catalog/policy path

Suggested validation

cd /Users/lisiyi/Projects/QuantPlatformKit
python3 -m ruff check src tests
PYTHONPATH=src python3 -m unittest tests.test_strategy_contracts tests.test_strategies tests.test_models -v

---

NW2 - LongBridgePlatform: remove allocation compatibility loader

Status: completed on the current branch.

Goal

Delete the last platform-local allocation shim API now that main.py already runs through strategy_runtime + unified entrypoint.

Repositories

• LongBridgePlatform

Delete

• strategy_loader.py
  • load_allocation_module(...)
• tests that still verify allocation-module loading

Current references to clean up

• strategy_loader.py
• tests/test_strategy_loader.py

Preconditions

None beyond the common release gates. The mainline path is already on load_strategy_entrypoint_for_profile(...).

Done when

• rg -n "load_allocation_module\(" . in LongBridgePlatform returns no matches
• loader tests only assert unified entrypoint loading

Suggested validation

cd /Users/lisiyi/Projects/LongBridgePlatform
python3 -m ruff check strategy_loader.py tests/test_strategy_loader.py tests/test_strategy_runtime.py
PYTHONPATH=.:/Users/lisiyi/Projects/QuantPlatformKit/src:/Users/lisiyi/Projects/UsEquityStrategies/src python -m unittest \
  tests.test_strategy_loader tests.test_strategy_runtime tests.test_rebalance_service tests.test_request_handling -v

---

NW3 - CharlesSchwabPlatform: remove allocation compatibility loader

Status: completed on the current branch.

Goal

Do the same cleanup as LongBridge, but in the Schwab runtime.

Repositories

• CharlesSchwabPlatform

Delete

• strategy_loader.py
  • load_allocation_module(...)
• tests that still verify allocation-module loading

Current references to clean up

• strategy_loader.py
• tests/test_strategy_loader.py

Preconditions

None beyond the common release gates. The mainline path is already on load_strategy_entrypoint_for_profile(...).

Done when

• rg -n "load_allocation_module\(" . in CharlesSchwabPlatform returns no matches
• loader tests only assert unified entrypoint loading

Suggested validation

cd /Users/lisiyi/Projects/CharlesSchwabPlatform
python3 -m ruff check strategy_loader.py tests/test_strategy_loader.py tests/test_strategy_runtime.py
PYTHONPATH=.:/Users/lisiyi/Projects/QuantPlatformKit/src:/Users/lisiyi/Projects/UsEquityStrategies/src python -m unittest \
  tests.test_strategy_loader tests.test_strategy_runtime tests.test_rebalance_service tests.test_request_handling -v

---

NW4 - UsEquityStrategies: lift the remaining IB-facing legacy metadata

Status: completed on the current branch. A typed runtime adapter now exists in UsEquityStrategies, and InteractiveBrokersPlatform now consumes it without the legacy signal-module fallback.

Goal

Move the last strategy-side metadata that IB still reads through the legacy signal module into the unified side, so the platform can delete the legacy bridge in the next PR.

Repositories

• UsEquityStrategies
• possibly QuantPlatformKit only if the existing manifest/default-config shape proves insufficient

Strategy-side data still consumed through the IB legacy module today

InteractiveBrokersPlatform/strategy_runtime.py still reads these through legacy_module:

• STATUS_ICON
• load_runtime_parameters(...)
• REQUIRED_FEATURE_COLUMNS
• SNAPSHOT_DATE_COLUMNS
• MAX_SNAPSHOT_MONTH_LAG
• REQUIRE_SNAPSHOT_MANIFEST
• SNAPSHOT_CONTRACT_VERSION
• extract_managed_symbols(...)

Recommended direction

Prefer one of these, in this order:

1. move the data into manifest.default_config when it is declarative
2. expose a strategy-side adapter object next to the unified entrypoint for IB-only snapshot/runtime metadata
3. only extend QuantPlatformKit contract types if the first two options are clearly not enough

Do not reintroduce platform-shaped return payloads into StrategyDecision.

Done when

• IB runtime can build snapshot guards and managed-symbol metadata without importing the legacy signal module
• the strategy-side contract remains formula-neutral
• there is a regression test in UsEquityStrategies for the new metadata path

Suggested validation

cd /Users/lisiyi/Projects/UsEquityStrategies
python3 -m ruff check src tests
PYTHONPATH=src:/Users/lisiyi/Projects/QuantPlatformKit/src python -m unittest tests.test_entrypoints tests.test_catalog -v

---

NW5 - InteractiveBrokersPlatform: remove the legacy signal-module bridge

Goal

Delete the remaining platform-side bridge to legacy signal modules after NW4 has moved the required metadata to the unified side.

Repositories

• InteractiveBrokersPlatform
• depends on UsEquityStrategies work from NW4

Delete

• strategy_loader.py
  • load_signal_logic_module(...)
• strategy_runtime.py
  • legacy_module field on LoadedStrategyRuntime
  • all getattr(..., legacy_module, ...) snapshot/runtime fallbacks
  • direct load_runtime_parameters(...) call through the legacy module
• main.py
  • STRATEGY_LOGIC
  • strategy_check_sma
  • strategy_compute_13612w_momentum
  • strategy_compute_signals (currently dead)
  • any wrapper logic that only exists to proxy legacy module helpers
• tests that still exercise load_signal_logic_module(...)

Current references to clean up

• strategy_loader.py
• strategy_runtime.py
• main.py
• tests/test_strategy_loader.py

Additional notes

compute_signals(...) stays. It is the platform mainline entry into STRATEGY_RUNTIME.evaluate(...) and decision_mapper.map_strategy_decision(...). Only the legacy module bridge should go away.

Done when

• rg -n "load_signal_logic_module\(|\bSTRATEGY_LOGIC\b" . in InteractiveBrokersPlatform returns no runtime matches
• snapshot guard configuration comes from the unified side only
• IB smoke/regression tests still pass with no behavior drift

Suggested validation

cd /Users/lisiyi/Projects/InteractiveBrokersPlatform
python3 -m ruff check main.py strategy_loader.py strategy_runtime.py tests/test_strategy_loader.py tests/test_strategy_runtime.py
PYTHONPATH=.:/Users/lisiyi/Projects/QuantPlatformKit/src:/Users/lisiyi/Projects/UsEquityStrategies/src ./.venv/bin/python -m pytest \
  tests/test_strategy_loader.py \
  tests/test_strategy_runtime.py \
  tests/test_decision_mapper.py \
  tests/test_rebalance_service.py \
  tests/test_request_handling.py \
  tests/test_runtime_config_support.py -q

---

NW6 - BinancePlatform: remove direct core/rotation component loading and main-level compatibility wrappers

Status: completed on the current branch.

Goal

Finish the platform-side cleanup so Binance only loads the unified entrypoint and decision mappers, while research/tests use either unified runtime outputs or explicit upstream strategy imports.

Repositories

• BinancePlatform
• optional follow-up in CryptoStrategies only if an extra typed helper is still missing

Delete from platform runtime code

• strategy_loader.py
  • load_strategy_component(...)
• strategy_runtime.py
  • core_module
  • rotation_module
  • temporary helper methods:
    • compute_allocation_budgets(...)
    • get_dynamic_btc_base_order(...)
    • allocate_trend_buy_budget(...)
    • refresh_rotation_pool(...)
• main.py
  • get_dynamic_btc_target_ratio(...)
  • get_dynamic_btc_base_order(...)
  • rank_normalize(...)
  • build_stable_quality_pool(...)
  • refresh_rotation_pool(...)
  • select_rotation_weights(...)
  • allocate_trend_buy_budget(...)

Current references that must move first

• tests/test_strategy_loader.py
  • currently still asserts load_strategy_component(...)
• tests/test_trend_pool_loading.py
  • currently patches main.build_stable_quality_pool(...) and calls main.refresh_rotation_pool(...)
• research/backtest.py
  • still calls get_dynamic_btc_base_order(...)
• any remaining tests that import main-level compatibility wrappers instead of using unified runtime output or explicit crypto_strategies imports

Preferred migration targets

• use StrategyDecision.diagnostics for runtime-facing BTC / trend-rotation facts
• import explicit upstream modules from CryptoStrategies in research-only code when a helper is intentionally research-only
• keep platform runtime code on load_strategy_entrypoint_for_profile(...) only

Done when

• rg -n "load_strategy_component\(|get_dynamic_btc_target_ratio\(|get_dynamic_btc_base_order\(|build_stable_quality_pool\(|refresh_rotation_pool\(|select_rotation_weights\(|allocate_trend_buy_budget\(" . in BinancePlatform only finds intended research-side upstream imports or returns no matches for platform runtime code
• strategy_runtime.py loads the unified entrypoint only
• loader tests no longer assert direct core / rotation module resolution

Suggested validation

cd /Users/lisiyi/Projects/BinancePlatform
python3 -m ruff check main.py strategy_loader.py strategy_runtime.py research/backtest.py tests
PYTHONPATH=.:/Users/lisiyi/Projects/QuantPlatformKit/src:/Users/lisiyi/Projects/CryptoStrategies/src python -m unittest discover -s tests -p 'test_*.py' -v

---

Cross-repo grep checklist before opening removal PRs

Use these quick checks before starting each deletion batch:

for repo in QuantPlatformKit InteractiveBrokersPlatform LongBridgePlatform CharlesSchwabPlatform BinancePlatform; do
  echo "===== $repo ====="
  cd /Users/lisiyi/Projects/$repo || exit 1
  rg -n "resolve_strategy_definition\(|get_supported_profiles_for_platform\(|load_signal_logic_module\(|STRATEGY_LOGIC\b|load_allocation_module\(|load_strategy_component\(|get_dynamic_btc_target_ratio\(|get_dynamic_btc_base_order\(|build_stable_quality_pool\(|refresh_rotation_pool\(|select_rotation_weights\(|allocate_trend_buy_budget\(" . --glob '!**/__pycache__/**'
  echo
 done

If that output still shows runtime or test references outside the PR scope, split again before deleting.