QuantStrategyLab · Pigbibi · Apr 6, 2026 · Apr 6, 2026
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+# 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+Delete the migration-window helpers that were superseded by `StrategyCatalog` + `PlatformStrategyPolicy`.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
+
+```bash
+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
+
+```bash
+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
+
+```bash
+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
+
+```bash
+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
+
+```bash
+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
+
+```bash
+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:
+
+```bash
+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.