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PR4 (backtester, DRAFT): exit_timing slim leg + dead spot-sync removed [merge-gated 5/23]#227

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PR4 (backtester, DRAFT): exit_timing slim leg + dead spot-sync removed [merge-gated 5/23]#227
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chore/wave4-exit-timing-slim-removal

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DRAFT — merge-gated on the 2026-05-23 Saturday-SF parity read (same gate as data #269; see its WAVE4_SLIM_DELETION_RUNBOOK.md). Terminal PR of the Wave-4 arc, backtester side.

Changes

  • analysis/exit_timing._load_price_cache — drop the predictor/price_cache_slim parquet leg + the slim↔ArcticDB parity dual-read. ArcticDB universe lib stays primary; predictor/price_cache (10y) is the sole fallback (Wave-3's scope — untouched here). reconcile import removed (only the parity block used it).
  • infrastructure/spot_backtest.sh — delete the verified-dead aws s3 sync predictor/price_cache_slim/ → data/cache. Task-Split evaluation into independent entry point #8 verification (code-level, not a stale-ROADMAP claim): synthetic/predictor_backtest.py loads prices+features from ArcticDB (load_universe_from_arctic); the only data/cache/ read is sector_map.json via the separate aws s3 cp .../price_cache/sector_map.json line — which is kept (Wave-3's price_cache/ scope). No code globs data/cache/*.parquet.
  • test_exit_timing — the 3 PR2-added slim/parity tests reworked to the terminal state (no slim leg, no parity emit, price_cache-only fallback); unused _capture_logs helper removed.

Safety

Gate

Do not merge until the 5/23 Saturday-SF WAVE4_PARITY_METRIC {breadth,compute,exit_timing} streams confirm slim↔ArcticDB equivalence (pass / max_abs_value_delta ≈ 0 / no only_in_b). Merging this before then removes the slim leg that still feeds the exit_timing parity evidence.

🤖 Generated with Claude Code

…leted

PR4 (backtester) of the predictor/price_cache_slim deletion arc —
TERMINAL state. DRAFT, merge-gated on the 5/23 parity read (same gate
as data #269; see that PR's WAVE4_SLIM_DELETION_RUNBOOK.md).

- analysis/exit_timing._load_price_cache: drop the predictor/
  price_cache_slim parquet leg + the slim<->ArcticDB parity dual-read
  block. ArcticDB universe lib stays primary; predictor/price_cache
  (10y full parquet — Wave-3 scope, untouched) is the sole fallback.
  reconcile import removed (only the parity block used it).
- infrastructure/spot_backtest.sh: delete the verified-dead
  'aws s3 sync predictor/price_cache_slim/ -> data/cache' (task #8:
  predictor_backtest loads from ArcticDB via load_universe_from_arctic;
  the ONLY data/cache read is sector_map.json via the SEPARATE
  'aws s3 cp .../price_cache/sector_map.json' line, which is Wave-3's
  price_cache/ scope and is KEPT). Comment/echo updated to match.
- test_exit_timing: the 3 PR2 slim/parity tests reworked to terminal
  state (no slim leg, no parity emit, price_cache-only fallback);
  unused _capture_logs helper removed.

No lib pin change (backtester already v0.20.0 from PR2; the
test_flow_doctor_wiring stable-tag assertion is unaffected). Full
backtester suite 1687 passing.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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