feat(data): raw真实价数据源(task#79)—raw_dir+dir_key路由+新浪源重下

根因: daily_dir mixed-adjust(hfq bulk+akshare raw tail)致3-30 -94%假跌。
方案(Linus三问简化单raw, 除权留分期项#3):
- datareader read_parquet_daily/15min 加 dir_key 参数
- data_source iter_bars/fetch_day: adjust=raw→raw_dir(缺配置报错防混源), qfq→daily_dir
- engine PaperEngine 默认 adjust=raw
- config 加 raw_dir; scripts/raw_redownload.py 新浪源adjust='' 直连+单线程限速
- 验证: 浦发606行close 6.5/14.6 mean10.08 0跳变, 撮合成交价9.71-10.25真实
- 测试9/9+trader全量108/108通过

tests/trader/test_data_source.py

@@ -1,7 +1,7 @@
 """data_source 测试（mock _read_fn，不依赖 vnpy 链，spec §5/§3.3）。
 
-read_parquet_15min 的真测试依赖 vnpy BarData + NAS parquet，本机无完整依赖，
-在容器内冒烟（spec §17）；本文件只测 iter_bars 调度逻辑。
+read_parquet 的真测试依赖 vnpy BarData + NAS parquet，本机无完整依赖，
+在容器内冒烟（spec §17）；本文件测 iter_bars 调度逻辑（adjust → dir_key 路由）。
 """
 import logging
 from datetime import datetime
@@ -9,7 +9,7 @@ from types import SimpleNamespace
 
 import pytest
 
-from sanguo_trader.data_source import iter_bars
+from sanguo_trader.data_source import iter_bars, fetch_day
 
 
 def _mock_bar(sym: str, date_str: str, close: float):
@@ -20,25 +20,60 @@ def _mock_bar(sym: str, date_str: str, close: float):
     )
 
 
+def _cfg(paths):
+    return SimpleNamespace(data_paths=paths)
+
+
 def test_iter_bars_cross_section_multi_symbol(monkeypatch):
-    def mock_read(sym, start, end, cfg):
+    seen = []
+    def mock_read(sym, start, end, cfg, dir_key):
+        seen.append(dir_key)
         return [_mock_bar(sym, "2024-01-02", 10.5 if sym == "600000" else 15.5)]
     monkeypatch.setattr("sanguo_trader.data_source._read_fn", lambda iv: mock_read)
     sections = list(iter_bars(["600000", "000001"], "2024-01-01", "2024-01-31", "d"))
     assert len(sections) == 1
     _date, d = sections[0]
-    assert "600000" in d and "000001" in d
     assert d["600000"].close_price == 10.5
+    assert all(k == "daily_dir" for k in seen)   # 默认 qfq → daily_dir
 
 
-def test_iter_bars_raw_fallback_warning(monkeypatch, caplog):
+def test_iter_bars_raw_uses_raw_dir(monkeypatch, caplog):
+    """raw 模式路由到 raw_dir，不再 fallback qfq（task #79）。"""
+    seen = []
+    def mock_read(sym, start, end, cfg, dir_key):
+        seen.append(dir_key)
+        return [_mock_bar(sym, "2024-01-02", 10.01)]
+    monkeypatch.setattr("sanguo_trader.data_source._read_fn", lambda iv: mock_read)
+    with caplog.at_level(logging.WARNING):
+        sections = list(iter_bars(
+            ["600000"], "2024-01-01", "2024-01-31", "d",
+            adjust="raw", cfg=_cfg({"raw_dir": "/x/raw"}),
+        ))
+    assert seen == ["raw_dir"]            # raw → raw_dir
+    assert "fallback" not in caplog.text.lower()
+    assert sections[0][1]["600000"].close_price == 10.01
+
+
+def test_iter_bars_raw_missing_dir_raises(monkeypatch):
+    """raw 缺 raw_dir 配置 → 明确报错（不静默 fallback，防混源）。"""
     monkeypatch.setattr(
         "sanguo_trader.data_source._read_fn",
-        lambda iv: lambda s, st, e, c: [],
+        lambda iv: lambda s, st, e, c, dir_key: [],
     )
-    with caplog.at_level(logging.WARNING):
-        list(iter_bars(["600000"], "2024-01-01", "2024-01-31", "d", adjust="raw"))
-    assert "raw" in caplog.text
+    with pytest.raises(ValueError, match="raw_dir"):
+        list(iter_bars(["600000"], "2024-01-01", "2024-01-31", "d",
+                       adjust="raw", cfg=_cfg({})))
+
+
+def test_iter_bars_raw_15min_unsupported(monkeypatch):
+    """raw 仅日线；15min+raw 报错（raw 15min 待分期项）。"""
+    monkeypatch.setattr(
+        "sanguo_trader.data_source._read_fn",
+        lambda iv: lambda s, st, e, c, dir_key: [],
+    )
+    with pytest.raises(ValueError, match="日线"):
+        list(iter_bars(["600000"], "2024-01-01", "2024-01-31", "15m",
+                       adjust="raw", cfg=_cfg({"raw_dir": "/x"})))
 
 
 def test_unsupported_interval_rejected():
@@ -48,11 +83,11 @@ def test_unsupported_interval_rejected():
 
 
 def test_fetch_day_returns_last_bar(monkeypatch):
-    from sanguo_trader.data_source import fetch_day
-    monkeypatch.setattr(
-        "sanguo_trader.data_source._read_fn",
-        lambda iv: lambda s, st, e, c: [_mock_bar(s, "2024-01-02", 10.0),
-                                        _mock_bar(s, "2024-01-02", 10.5)],
-    )
+    seen = []
+    def mock_read(sym, start, end, cfg, dir_key):
+        seen.append(dir_key)
+        return [_mock_bar(sym, "2024-01-02", 10.0), _mock_bar(sym, "2024-01-02", 10.5)]
+    monkeypatch.setattr("sanguo_trader.data_source._read_fn", lambda iv: mock_read)
     bar = fetch_day("600000", "2024-01-02", "d")
     assert bar.close_price == 10.5   # 取最后一个
+    assert seen == ["daily_dir"]