fix(portfolio): runner data_dir dedicata, no resize posizioni aperte, poll da config, +test cap/cluster_rp

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

tests/portfolio/test_runner_rebalance.py

@@ -2,12 +2,24 @@ from src.portfolio.runner import rebalance_allocations
 from src.portfolio.ledger import PortfolioLedger
 
 
-def test_rebalance_resizes_to_total(tmp_path):
-    L = PortfolioLedger("PX", total_capital=1000.0, data_dir=tmp_path)
+class FakeWorker:
+    def __init__(self, cap, in_position=False):
+        self.capital = cap
+        self.in_position = in_position
 
-    class FakeWorker:
-        def __init__(self, cap): self.capital = cap
-    workers = {"a": FakeWorker(700.0), "b": FakeWorker(500.0)}
+
+def test_rebalance_resizes_flat_workers(tmp_path):
+    L = PortfolioLedger("PX", total_capital=1000.0, data_dir=tmp_path)
+    workers = {"a": FakeWorker(700.0), "b": FakeWorker(500.0)}   # equity 1200, both flat
     rebalance_allocations(L, workers, {"a": 0.5, "b": 0.5})
     assert L.total_capital == 1200.0
     assert workers["a"].capital == 600.0 and workers["b"].capital == 600.0
+
+
+def test_rebalance_skips_in_position_worker(tmp_path):
+    L = PortfolioLedger("PX", total_capital=1000.0, data_dir=tmp_path)
+    workers = {"a": FakeWorker(700.0, in_position=True), "b": FakeWorker(500.0)}
+    rebalance_allocations(L, workers, {"a": 0.5, "b": 0.5})
+    assert L.total_capital == 1200.0
+    assert workers["a"].capital == 700.0       # invariato: posizione aperta
+    assert workers["b"].capital == 600.0       # flat: riallineato