research: clean up closed Tier-1 scaffolding from branch

Drop intermediate history-depth reports, sector-residual runners/map/code hooks
(evidence stays in final reports + docs), and slim MacBook helper to ssl/earnings/
prod-book-matrix only. SSL bootstrap and archived research conclusions retained.
This commit is contained in:
2026-07-19 14:41:52 +02:00
parent 1c38a94dd0
commit bb8aa655a1
22 changed files with 88 additions and 5450 deletions
-26
View File
@@ -466,11 +466,6 @@ async def _run_2b_ic(
os.environ["BACKTEST_SNAPSHOT_OFFLINE"] = "1"
os.environ["BACKTEST_SIGNAL_EVAL_ONLY"] = "1"
# Load sector map if present so sector signals also appear (side-by-side optional).
if Path("data/research/ticker_sector_map.json").exists():
os.environ["BACKTEST_SECTOR_MAP_PATH"] = str(
Path("data/research/ticker_sector_map.json").resolve()
)
settings.backtest_workers = workers
engine = create_async_engine(_sqlite_url(snapshot), pool_pre_ping=True)
@@ -484,18 +479,6 @@ async def _run_2b_ic(
(await db.execute(select(Ticker).order_by(Ticker.symbol))).scalars()
)
spy = await load_benchmark_closes(db, "SPY")
sector_etf: dict[str, dict] = {}
try:
from app.services.sector_map import SECTOR_ETFS, load_ticker_sector_map
symbol_to_sector = load_ticker_sector_map()
for etf in SECTOR_ETFS:
series = await load_benchmark_closes(db, etf)
if series:
sector_etf[etf] = series
except Exception:
symbol_to_sector = {}
sector_etf = {}
prices: dict[str, tuple] = {}
for idx, t in enumerate(tickers):
@@ -521,9 +504,6 @@ async def _run_2b_ic(
],
spy,
symbol=t.symbol,
sector_etf_closes=bt._sector_etf_closes_for_symbol(
t.symbol, symbol_to_sector, sector_etf
),
)
for name, weeks in series.items():
for wk, pairs in weeks.items():
@@ -533,9 +513,6 @@ async def _run_2b_ic(
if not quiet:
print()
if symbol_to_sector:
bt._inject_sector_demeaned_momentum(collected, symbol_to_sector)
# SUE series.
events_by_sym: dict[str, list[dict]] = defaultdict(list)
for ev in events:
@@ -709,8 +686,6 @@ async def _run_2b_ic(
for name in (
"mom_12_1",
"mom_12_1_resid",
"mom_12_1_sector_resid",
"mom_12_1_sector_demeaned",
"sue_latest",
"fip_id",
)
@@ -784,7 +759,6 @@ def _write_md(path: Path, payload: dict) -> None:
"mom_12_1",
"mom_12_1_resid",
"sue_latest",
"mom_12_1_sector_resid",
"fip_id",
):
r = side.get(name) or {}