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fix: 成交口径固定 t+1 + 挖掘内存/日内默认 + thinking 非流式 - #190

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fix/exec-t1-mine-mem-llm
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rookiewu417 wants to merge 1 commit into
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fix/exec-t1-mine-mem-llm

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Summary

  • 成交口径:删除 exec_lag 逃生口,IC/holdout/lift/CLI 统一固定 t+1 可实现成交(仅保留 --exec-price-col)。
  • 内存:大帧 Float64→Float32 自适应压缩;库相关面板先建、residual 再 consume 池值列,避免 agent/team 全 A 峰值双驻。
  • 挖掘默认:ashare mine search/agent/team 与 pool-prebuild 默认 intraday_leaves=true、intraday_freq=1min(可用 --set / --no-intraday-leaves 关)。
  • LLM:thinking 开启时默认非流式(FACTORZEN_LLM_STREAM);增强 reasoning_content 抽取与 JSON 兜底;默认 max_tokens 提到 8000。

Test plan

  • pixi run pytest tests/daily/test_ic_pit_returns.py tests/validation/test_exec_convention_suite.py tests/discovery/test_mem_budget.py tests/llm/test_llm_clients.py -q
  • pixi run pytest tests/agents/ tests/cli/test_mining_cli.py tests/pipelines/test_daily_single.py -q
  • 可选:fz mine agent --dry-run 确认默认 intraday_leaves/intraday_freq 与不再暴露 --exec-lag

删除 exec_lag 逃生口,护栏/holdout/lift 统一可实现 t+1 成交;agent/team
大帧 f32 压缩与库面板 corr→consume residual 错峰;ashare 挖掘默认开
intraday_leaves@1min;thinking 默认非流式并增强 reasoning JSON 抽取。

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