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chore(infra): arm the UCITS rebalancer (EU hours), suspend the US leg

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The EU-domiciled DU paper account can't trade US ETFs (PRIIPs/KID). Arm the
PRIIPs-legal UCITS leg (fxhnt-ucits-rebalancer, --venue ucits, ISIN-resolved
contracts + real UCITS pricing) on a weekday 09:00 UTC slot inside LSE/Euronext
hours so the UCITS ETFs actually price + fill; suspend the US leg
(fxhnt-ibkr-rebalancer) which only KID-rejects on this account. Paper only.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
jgrusewski
2026-07-15 02:15:15 +02:00
parent 42b5fe322f
commit 33318eca7c
2 changed files with 13 additions and 3 deletions
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6
infra/k8s/jobs/fxhnt-ibkr-rebalancer.yaml
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@@ -15,7 +15,11 @@ metadata:
labels: { app.kubernetes.io/name: fxhnt-ibkr-rebalancer, app.kubernetes.io/part-of: foxhunt }
spec:
schedule: "35 14 * * 1-5" # weekdays 14:35 UTC (~1h after US equity open); once-daily forward track
suspend: false # ARMED — IBKR paper is the PERMANENT live equity-execution venue (Phase 0b removed the Alpaca leg)
suspend: true # SUSPENDED 2026-07-15 — the US-ETF leg gets PRIIPs/KID-rejected on the
# EU-domiciled DU paper account ("No Trading Permission, no KID"). The
# PRIIPs-legal UCITS leg (fxhnt-ucits-rebalancer, --venue ucits) replaces
# it. Re-arm only if trading from a non-EU account. (Modeled US track
# is unchanged; only execution routes to UCITS.)
concurrencyPolicy: Forbid
successfulJobsHistoryLimit: 3
failedJobsHistoryLimit: 3

10
infra/k8s/jobs/fxhnt-ucits-rebalancer.yaml
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@@ -15,8 +15,14 @@ metadata:
namespace: foxhunt
labels: { app.kubernetes.io/name: fxhnt-ucits-rebalancer, app.kubernetes.io/part-of: foxhunt }
spec:
schedule: "40 14 1 * *" # monthly, 1st of month, 14:40 UTC
suspend: true # SUSPENDED — thin routing addition, not yet armed
schedule: "0 9 * * 1-5" # weekdays 09:00 UTC — inside LSE/Euronext hours (open ~07:00 UTC BST,
# close ~15:30) so the UCITS ETFs (CSPX/IBTM/SGLN/ICOM/DBMF) actually
# price + fill. (Was monthly 14:40 UTC-1st; moved to a live-market
# weekday slot for the PRIIPs-legal paper validation.)
suspend: false # ARMED (paper) — the PRIIPs-legal leg for the EU-domiciled DU account;
# ISIN-resolved UCITS contracts + real UCITS pricing (2026-07-15 fix).
# The US leg (fxhnt-ibkr-rebalancer) is suspended — EU retail can't trade
# US ETFs (PRIIPs/KID). Paper only; no live capital.
concurrencyPolicy: Forbid
successfulJobsHistoryLimit: 3
failedJobsHistoryLimit: 3