refactor(notifications): migrate to shared renderer_base (#315)

* feat(rebalance): record execution telemetry via PerformanceMonitor

Persist IBKR execution summaries after each strategy cycle using
QuantPlatformKit try_record_platform_execution().

Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(ci): align QPK pin with canonical 0af622a after #199 merge

Co-Authored-By: Claude <noreply@anthropic.com>
Co-authored-by: Cursor <cursoragent@cursor.com>

* refactor(notifications): migrate to shared renderer_base (-253 lines)

Replace locally duplicated functions with imports from
quant_platform_kit.notifications.renderer_base.
Keep thin wrappers for IBKR-specific data access patterns
(e.g. execution_annotations flattening, hardcoded cash labels).

Co-Authored-By: Claude <noreply@anthropic.com>

* chore: bump QPK pin to 8378e93 for notification renderer_base

Co-Authored-By: Claude <noreply@anthropic.com>

* fix(execution): universal whole-share retention rule for small accounts

Replace the per-symbol hardcoded whitelist with a universal rule:
if the account already holds a symbol (>0 shares) AND the strategy
wants to keep >= 85% of 1 share's value, retain the position.

Co-Authored-By: Claude <noreply@anthropic.com>

* fix: restore QPK pin to 8378e93 after merge conflict resolution

Co-Authored-By: Claude <noreply@anthropic.com>

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Cursor <cursoragent@cursor.com>

Author: 3 people

application/execution_service.py

@@ -1128,6 +1128,7 @@ def _limit_buy_price(symbol, price, default_premium, premium_by_symbol=None) ->
 DEFAULT_SAFE_HAVEN_CASH_SUBSTITUTE_THRESHOLD_USD = 1000.0
 SMALL_ACCOUNT_SAFE_HAVEN_CASH_SUBSTITUTE_LIMIT_USD = 2000.0
 SMALL_ACCOUNT_EXISTING_WHOLE_SHARE_RETENTION_SYMBOLS = frozenset({"TQQQ", "SOXL"})
+_SMALL_ACCOUNT_RETENTION_MIN_TARGET_SHARE_RATIO_DEFAULT = 0.85
 SMALL_ACCOUNT_EXISTING_WHOLE_SHARE_RETENTION_MIN_TARGET_SHARE_RATIO_BY_SYMBOL = {
     "SOXX": 0.90,
 }
@@ -1175,20 +1176,40 @@ def _apply_safe_haven_cash_substitution_to_weights(
     return adjusted, tuple(dict.fromkeys(substituted))
 
 
-def _should_retain_existing_whole_share(symbol, *, target_value, price) -> bool:
+def _should_retain_existing_whole_share(symbol, *, target_value, price, quantity=0.0) -> bool:
+    """Decide whether an existing whole-share position should be retained.
+
+    Universal rule: if the account already holds this symbol (>0 shares) and the
+    strategy wants to keep a meaningful fraction of a share (target >= 85% of 1-share
+    price), retain the position.  This prevents the sell-then-fail-to-rebuy cycle for
+    small accounts where target < 1 share but still close to it.
+
+    Genuine reductions (target << 1 share) are NOT blocked — the sell proceeds.
+    The hardcoded lists act as overrides for symbols that need a different threshold.
+    """
     normalized_symbol = str(symbol or "").strip().upper()
+    held = float(quantity or 0.0)
+    target = float(target_value or 0.0)
+    quote_price = max(0.0, float(price or 0.0))
+
+    # Universal: held + positive target + target close to 1-share price → retain
+    if held > 0.0 and target > 0.0 and quote_price > 0.0:
+        if target >= quote_price * _SMALL_ACCOUNT_RETENTION_MIN_TARGET_SHARE_RATIO_DEFAULT:
+            return True
+
+    # Legacy whitelist — unconditional retention (safety net)
     if normalized_symbol in SMALL_ACCOUNT_EXISTING_WHOLE_SHARE_RETENTION_SYMBOLS:
         return True
 
+    # Legacy per-symbol ratio-based retention (override / tighter threshold)
     min_target_share_ratio = (
         SMALL_ACCOUNT_EXISTING_WHOLE_SHARE_RETENTION_MIN_TARGET_SHARE_RATIO_BY_SYMBOL.get(normalized_symbol)
     )
     if min_target_share_ratio is None:
         return False
-    quote_price = max(0.0, float(price or 0.0))
     if quote_price <= 0.0:
         return False
-    return max(0.0, float(target_value or 0.0)) >= quote_price * float(min_target_share_ratio)
+    return target >= quote_price * float(min_target_share_ratio)
 
 
 def _should_bootstrap_whole_share_buy(symbol, *, target_value, limit_price) -> bool:
@@ -1484,7 +1505,7 @@ def record_quote_snapshot(symbol, snapshot) -> None:
         _can_afford_one_share = limit_price > 0.0 and investable >= limit_price
         held_quantity = max(0.0, float(positions.get(symbol, {}).get("quantity", 0.0) or 0.0))
         if (
-            _should_retain_existing_whole_share(symbol, target_value=target_value, price=price)
+            _should_retain_existing_whole_share(symbol, target_value=target_value, price=price, quantity=held_quantity)
             and price > 0.0
             and 0.0 < target_value < price
             and held_quantity >= 1.0