修正AiQuant动态调仓现金预算

crates/fidc-core/src/platform_expr_strategy.rs

@@ -7968,7 +7968,11 @@ impl Strategy for PlatformExprStrategy {
             }
 
             aiquant_available_cash = projected.cash();
-            let fixed_buy_cash = aiquant_total_value * trading_ratio / selection_limit as f64;
+            let fixed_buy_cash = if self.config.aiquant_transaction_cost {
+                aiquant_available_cash * trading_ratio / selection_limit as f64
+            } else {
+                aiquant_total_value * trading_ratio / selection_limit as f64
+            };
             let target_budget = aiquant_total_value * trading_ratio;
             let mut rebalance_working_symbols = slot_working_symbols.clone();
             if self.config.release_slot_on_exit_signal {
@@ -18392,7 +18396,7 @@ mod tests {
     }
 
     #[test]
-    fn platform_aiquant_periodic_rebalance_uses_total_value_equal_weight_buy_budget() {
+    fn platform_aiquant_periodic_rebalance_uses_cash_divided_by_top_n_buy_budget() {
         let prev_date = d(2025, 5, 13);
         let date = d(2025, 5, 14);
         let retained_symbols = (1..=17)
@@ -18591,7 +18595,7 @@ mod tests {
         assert!(
             decision.order_intents.iter().all(|intent| match intent {
                 OrderIntent::Value { value, reason, .. } if reason == "periodic_rebalance_buy" =>
-                    (*value - 126_500.0).abs() < 1e-6,
+                    (*value - 75_410.3).abs() < 1e-6,
                 _ => true,
             }),
             "{:?}",
@@ -18749,7 +18753,7 @@ mod tests {
                     reason,
                 } if symbol == "000002.SZ"
                     && reason == "periodic_rebalance_buy"
-                    && (*value - 10_000.0).abs() < 1e-6
+                    && (*value - 5_000.0).abs() < 1e-6
             )),
             "{:?}",
             decision.order_intents