Simon
67d3aa1349
feat(portfolio): C2 单股上限约束真实执行（Portfolio v1.1）
- portfolio.allocate_with_max_position：无上限=等权（与原实现一致）；有上限=迭代
把超过 cap×当日组合市值的标的封顶并把剩余现金在其余标的中再分配，超出留现金
- TopKBacktestRunner 买入按约束分流（默认等权路径位级不变，回归数值保持）
- unimplemented 只保留行业上限（依赖行业元数据注入，如实标注）
- tests/test_portfolio_constraints.py（分配数值/封顶留现金/回测持仓权重≤上限+容差、
config_snapshot）+ 旧断言更新（单股不再标注）；全量 pytest 通过
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