chore: adopt owner-scoped QPK research retirement

.github/workflows/drift-check.yml

@@ -26,7 +26,7 @@ jobs:
         uses: actions/checkout@v6
         with:
           repository: QuantStrategyLab/QuantPlatformKit
-          ref: b5654244aa5d08bce2b4b4f931436268d57216df
+          ref: 5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd
           path: external/QuantPlatformKit
 
       - name: Set up Python
@@ -194,7 +194,7 @@ jobs:
       contents: read
       issues: write
       id-token: write
-    uses: QuantStrategyLab/QuantPlatformKit/.github/workflows/reusable-drift-check.yml@b5654244aa5d08bce2b4b4f931436268d57216df
+    uses: QuantStrategyLab/QuantPlatformKit/.github/workflows/reusable-drift-check.yml@5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd
     with:
       strategy_domain: cn_equity
       caller_event_name: ${{ github.event_name }}
@@ -203,7 +203,7 @@ jobs:
       snapshot_checkout_path: external/CnEquitySnapshotPipelines
       snapshot_repository_ref: ${{ needs.preflight_backtests.outputs.snapshot_repository_ref }}
       ai_gateway_service_url: ${{ vars.AI_GATEWAY_SERVICE_URL }}
-      quant_platform_kit_ref: b5654244aa5d08bce2b4b4f931436268d57216df
+      quant_platform_kit_ref: 5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd
       lifecycle_preflight_artifact: lifecycle-preflight-${{ github.run_id }}-${{ github.run_attempt }}
     secrets:
       codex_audit_service_url: ${{ secrets.CODEX_AUDIT_SERVICE_URL }}

pyproject.toml

@@ -10,7 +10,7 @@ readme = "README.md"
 requires-python = ">=3.11"
 dependencies = [
   "pandas>=2.0",
-  "quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@b5654244aa5d08bce2b4b4f931436268d57216df",
+  "quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd",
 ]
 
 [project.optional-dependencies]

qsl.toml

@@ -5,5 +5,5 @@ upgrade_ring = "ring_b"
 bundle = "2026.09.1"
 requires = [
   "pandas>=2.0",
-  "quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@b5654244aa5d08bce2b4b4f931436268d57216df",
+  "quant-platform-kit @ git+https://github.com/QuantStrategyLab/QuantPlatformKit.git@5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd",
 ]

src/cn_equity_strategies/backtest/index_etf_research_job.py

@@ -386,7 +386,9 @@ def run_index_etf_research_job(
     development_start: date, development_end: date, folds,
     locked_oos_start: date, locked_oos_end: date, purge_days: int, embargo_days: int,
     code_revision: str, ticket_dir, store_root, as_of, drift_score, source_revision,
-    record_shadow, sync_console, diagnose=None, pull_console=None, admit_new_research=None, read_pending_shadow=None,
+    record_shadow, sync_console, diagnose=None, summarize=None, pull_console=None, admit_new_research=None,
+    read_pending_shadow=None,
+    research_owner=None,
     config=None, cost_model=None, evaluation_date=None,
 ) -> dict[str, Any]:
     """Owning watcher's frozen job -> QPK's existing durable cycle.
@@ -436,16 +438,43 @@ def run_index_etf_research_job(
     )
     # A dependency without the persisted interface fails before any remote call.
     import inspect
-    if not {"research_identity", "admit_new_research", "read_pending_shadow"} <= set(inspect.signature(run_actionable_research_promotion).parameters):
+    required_qpk_parameters = {"research_identity", "admit_new_research", "read_pending_shadow"}
+    if summarize is not None:
+        required_qpk_parameters.add("summarize")
+    if research_owner is not None:
+        required_qpk_parameters.add("research_owner")
+    if not required_qpk_parameters <= set(inspect.signature(run_actionable_research_promotion).parameters):
         raise ValueError("cn_research_persistent_qpk_required")
-    result = run_actionable_research_promotion(
+    promotion_kwargs = dict(
         strategy_profile=PROFILE, domain="cn_equity", as_of=as_of, drift_score=drift_score,
         source_revision=source_revision, evaluation_date=evaluation_date,
         optimize=optimize, enforce_backtest_gates=gate, record_shadow=record_shadow, sync_console=sync_console,
         diagnose=diagnose, pull_console=pull_console, research_identity=identity, ticket_dir=ticket_dir,
         admit_new_research=admit_new_research, read_pending_shadow=read_pending_shadow,
+        research_owner=research_owner,
     )
-    return {**result, "trial_records_path": str(trial_path), "experiment_store_root": str(experiment_store_root),
+    if summarize is not None:
+        promotion_kwargs["summarize"] = summarize
+    result = dict(run_actionable_research_promotion(**promotion_kwargs))
+    # QPK may reuse or archive a saved ticket before invoking either callback.
+    # Do not report the newly derived experiment hash as executed evidence in
+    # that case; the durable ticket is the only accepted identity.
+    ticket_path = result.get("ticket_path")
+    ticket_stem = Path(ticket_path).stem if isinstance(ticket_path, str) else ""
+    if not ticket_stem:
+        ticket = result.get("ticket")
+        ticket_id = ticket.get("ticket_id") if isinstance(ticket, dict) else ""
+        ticket_stem = str(ticket_id or "")
+    if ticket_stem:
+        if (ticket_stem.startswith("rpt_") and len(ticket_stem) == 68
+                and all(char in "0123456789abcdef" for char in ticket_stem[4:])):
+            result["research_key"] = ticket_stem[4:]
+    if result.get("reason") in {"saved_research_ticket_reused", "saved_research_ticket_terminal",
+                                 "research_scope_archived"} and not trial_path.exists():
+        result["trial_records_path"] = None
+        result["experiment_store_root"] = None
+    return {**result, "trial_records_path": result.get("trial_records_path", str(trial_path)),
+            "experiment_store_root": result.get("experiment_store_root", str(experiment_store_root)),
             "research_identity": identity,
             "benchmark_method": "monthly_target_510300_same_constraints",
             "live_ready": False, "size_zero_required": True, "no_order": True}

tests/test_drift_workflow_config.py

@@ -18,8 +18,8 @@ def test_drift_workflow_wires_real_snapshot_history_and_preflight_bundle() -> No
     assert '"conclusion": "success"' in workflow
     assert "cn_etf_market_history.csv" in workflow
     assert "repository: QuantStrategyLab/QuantPlatformKit" in workflow
-    assert "ref: b5654244aa5d08bce2b4b4f931436268d57216df" in workflow
-    assert "quant_platform_kit_ref: b5654244aa5d08bce2b4b4f931436268d57216df" in workflow
+    assert "ref: 5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd" in workflow
+    assert "quant_platform_kit_ref: 5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd" in workflow
     assert "python -m pip install --no-deps -e external/QuantPlatformKit" in workflow
     assert "scripts/run_walk_forward_backtest.py" in workflow
     assert '"--list-profiles"' in workflow
@@ -30,7 +30,7 @@ def test_drift_workflow_wires_real_snapshot_history_and_preflight_bundle() -> No
     assert "Upload lifecycle preflight artifact" in workflow
     assert "actions/upload-artifact@v7" in workflow
     assert workflow.count("github.ref == format('refs/heads/{0}', github.event.repository.default_branch)") == 2
-    assert "uses: QuantStrategyLab/QuantPlatformKit/.github/workflows/reusable-drift-check.yml@b5654244aa5d08bce2b4b4f931436268d57216df" in workflow
+    assert "uses: QuantStrategyLab/QuantPlatformKit/.github/workflows/reusable-drift-check.yml@5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd" in workflow
     assert "strategy_domain: cn_equity" in workflow
     assert "caller_event_name: ${{ github.event_name }}" in workflow
     assert "caller_pr_head_repository: ${{ github.event.pull_request.head.repo.full_name || '' }}" in workflow

tests/test_index_etf_strict_runner.py

@@ -330,6 +330,51 @@ def test_full_job_refuses_unapproved_or_synthetic_roots_before_any_callback(tmp_
     assert not list(tmp_path.rglob("*.json"))
 
 
+def test_full_job_forwards_optional_summary_callback_to_qpk(tmp_path, monkeypatch):
+    import cn_equity_strategies.backtest.index_etf_research_job as job
+    import sys
+    import types
+
+    identity = {field: "a" * 64 for field in (
+        "code_revision", "input_revision", "param_space_revision", "cost_model_revision", "validator_revision",
+    )}
+    def summary(context):
+        return {"status": "available", "text": "合成说明", "provider": "codex", "model": "test"}
+    observed = {}
+    owner = {"repository": "QuantStrategyLab/CnEquityStrategies", "issue_number": 123,
+             "watcher_issue_key": "watcher-key-123"}
+
+    monkeypatch.setattr(job, "preflight_index_etf_research_job", lambda **_: identity)
+    monkeypatch.setattr(job, "make_strict_index_etf_optimizer", lambda **_: "optimize")
+    monkeypatch.setattr(job, "make_index_etf_promotion_gate", lambda **_: "gate")
+
+    def checked_cycle(*, research_identity, admit_new_research, read_pending_shadow, summarize, research_owner, **kwargs):
+        observed.update({"research_identity": research_identity, "admit_new_research": admit_new_research,
+                         "read_pending_shadow": read_pending_shadow, "summarize": summarize,
+                         "research_owner": research_owner, **kwargs})
+        return {"status": "parked", "reason": "research_scope_archived"}
+
+    monkeypatch.setitem(
+        sys.modules,
+        "quant_platform_kit.strategy_lifecycle.promotion_actionable_runner",
+        types.SimpleNamespace(run_actionable_research_promotion=checked_cycle),
+    )
+    result = job.run_index_etf_research_job(
+        development_input=object(), validation_input=object(), trusted_input_roots={"development": "dev", "validation": "val"},
+        development_start=date(2024, 1, 1), development_end=date(2024, 1, 2), folds=(),
+        locked_oos_start=date(2025, 1, 1), locked_oos_end=date(2025, 1, 2), purge_days=1, embargo_days=1,
+        code_revision="c" * 40, ticket_dir=tmp_path / "tickets", store_root=tmp_path / "store",
+        as_of=date(2026, 9, 13), drift_score=.8, source_revision="d" * 40,
+        record_shadow=lambda *_: None, sync_console=lambda *_: None, summarize=summary,
+        research_owner=owner,
+        config=object(), cost_model=object(),
+    )
+
+    assert result["reason"] == "research_scope_archived"
+    assert observed["summarize"] is summary
+    assert observed["research_owner"] == owner
+
+
 def test_benchmark_retries_monthly_target_under_same_volume_constraint():
     from cn_equity_strategies.backtest.index_etf_research_job import BASELINE_PARAMS
     days = list(pd.bdate_range("2024-01-02", periods=290).strftime("%Y-%m-%d"))
@@ -396,10 +441,15 @@ def admit(*_):
     old_root = Path(first["trial_records_path"]).parent
     before = {p: p.read_bytes() for p in old_root.rglob("*.json")}
     third = run_index_etf_research_job(**{**kwargs, "as_of": date(2026, 9, 8), "source_revision": "e" * 40})
-    assert third["research_key"] != first["research_key"]
-    assert third["trial_records_path"] != first["trial_records_path"]
+    # A changed observation revision does not create a new research scope. The
+    # terminal ticket remains the durable admission record, so no optimizer or
+    # diagnosis call is repeated.
+    assert third["reason"] == "saved_research_ticket_reused"
+    assert third["research_key"] == first["research_key"]
+    assert third["trial_records_path"] is None
+    assert third["experiment_store_root"] is None
     assert all(p.read_bytes() == content for p, content in before.items())
-    assert calls == ["admit", "diagnose", "admit", "diagnose"]
+    assert calls == ["admit", "diagnose"]
 
 
 def test_malformed_license_record_has_fixed_failure_reason():

tests/test_qsl_compat_metadata.py

@@ -3,7 +3,7 @@
 
 
 ROOT = Path(__file__).resolve().parents[1]
-QPK_REVISION = "b5654244aa5d08bce2b4b4f931436268d57216df"
+QPK_REVISION = "5488048cc0fc8e818b8c4be7a9729f6f1b5fdfdd"
 QPK_URL = (
     "quant-platform-kit @ git+https://github.com/QuantStrategyLab/"
     f"QuantPlatformKit.git@{QPK_REVISION}"