Summary

• Use cash-only equity for strategy total assets and available cash display (no margin double-count)
• Add rotation guards and cash-only order sizing to prevent half-rebalance margin usage
• Update notification labels: 购买力 → 可用现金
• Pin us-equity-strategies to 6772cb1 with shared cash_only_equity helpers

Test plan

• Platform unit tests updated/passing locally where runnable
• Verify next rebalance notification shows 可用现金 aligned with broker cash balance
• Confirm Cloud Run deploy completes after merge

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