fedstat ИПЦ is reCAPTCHA-blocked; CBR publishes inflation openly. Add
fetch_inflation + parse_inflation_xlsx (CBR UniDbQuery DownloadExcel/132934,
monthly % г/г, region=rf, source=cbr) to cbr_macro.py; upsert
indicator_type=inflation_yoy via the existing cbr_macro_sync task (per-series
guard, SAVEPOINT-per-row, CAST not ::, ON CONFLICT on the PK).
Surface inflation_yoy in MonthlyMacro (frozen, carry-forward) and ACTIVATE the
reserved §9.5 inflation channel (macro_coefficient f_inflation: level-vs-4%-target
nudge, non-positive to avoid double-counting f_rate, excluded from
_RATE_DRIVEN_FACTORS). Channel was DEGRADED (no data) -> now BACKED + consumed;
_CONF_HIGH_MIN_BACKED 4->5. Deterministic (§16/§26); renorm claims the reserved
0.08 slice as designed. Live-verified (2026-04 5.58%); 194 macro + 902 forecasting
tests green. No migration, no new deps.
Refs #946.
Cold §22 forecast measured ~215-233s on prod: §9.x layers re-execute the same
horizon/segment-invariant DB loads with identical args hundreds of times per
report (profiled: get_competitors x69, market_metrics x124, get_monthly_macro
x290). Add a per-report ContextVar cache (forecast_cache(), opened once in the
orchestrator) + @cached(key_builder) on the expensive §9.x loaders so each
unique load runs ONCE and reuses the same frozen, read-only instance.
Output is byte-identical (memoized producers are frozen dataclasses / read-only
Pydantic, callers never mutate; cache is per-report, discarded on exit; no-op
outside the report build). No concurrency, no signature changes.
- forecast_request_cache.py: ContextVar cache + cached() decorator (no-op
outside context, reentrant, _MISS sentinel for cached None)
- @cached on competitors/future_supply/market_metrics/macro_series/
sales_series/macro_coefficient/demand_normalization/regression loaders
- orchestrator: wrap build_site_finder_report in forecast_cache()
- 58 tests: key discrimination (call-counting regression guard), no-op-outside,
per-report isolation, reentrancy, frozen-producer canary, amplification proof
(real get_monthly_macro xN->1)
code-reviewer APPROVE (keys correct, mutation-safe, output identical). 1265
forecast/cache tests green. No new deps. Refs #1129.
