feat(telemetry): include total_equity in PerformanceMonitor records (#313)

Pigbibi · claude · cursoragent · web-flow · commit e320849f06b2 · 2026-07-09T23:57:27.000+08:00
Persist portfolio equity snapshots so QPK ReturnCollector can derive
live daily returns for drift monitoring (task 5).

Co-authored-by: Claude &lt;noreply@anthropic.com&gt;
Co-authored-by: Cursor &lt;cursoragent@cursor.com&gt;
diff --git a/application/rebalance_service.py b/application/rebalance_service.py
@@ -30,6 +30,7 @@ def _record_platform_execution_telemetry(
     if not profile:
         return
     execution = dict(execution_result.execution or {})
+    portfolio = dict(execution_result.portfolio or {})
     try_record_platform_execution(
         profile,
         {
@@ -38,6 +39,7 @@ def _record_platform_execution_telemetry(
             "effective_date": execution.get("effective_date"),
             "signal_date": execution.get("signal_date"),
             "dry_run_only": bool(getattr(config, "dry_run_only", False)),
+            "total_equity": portfolio.get("total_strategy_equity") or portfolio.get("total_equity"),
         },
     )
 

Original file line number	Diff line number	Diff line change
`@@ -30,6 +30,7 @@ def _record_platform_execution_telemetry(`
`30`	`30`	`if not profile:`
`31`	`31`	`return`
`32`	`32`	`execution = dict(execution_result.execution or {})`
	`33`	`+ portfolio = dict(execution_result.portfolio or {})`
`33`	`34`	`try_record_platform_execution(`
`34`	`35`	`profile,`
`35`	`36`	`{`
`@@ -38,6 +39,7 @@ def _record_platform_execution_telemetry(`
`38`	`39`	`"effective_date": execution.get("effective_date"),`
`39`	`40`	`"signal_date": execution.get("signal_date"),`
`40`	`41`	`"dry_run_only": bool(getattr(config, "dry_run_only", False)),`
	`42`	`+ "total_equity": portfolio.get("total_strategy_equity") or portfolio.get("total_equity"),`
`41`	`43`	`},`
`42`	`44`	`)`
`43`	`45`