fix: add first-skip-reason logging to backtest replay for debugging

services/trading/backtest_replay.py

@@ -190,6 +190,17 @@ class BacktestReplay:
                                 }
                                 portfolio_state.active_pool -= cost
                                 portfolio_state.open_position_count += 1
+                    elif act_count == 0 and not hasattr(self, '_first_skip_logged'):
+                        # Log the first skip reason for debugging
+                        logger.warning(
+                            "Backtest first skip: ticker=%s reason=%s conf=%.2f price=%.2f pool=%.2f",
+                            decision.ticker,
+                            decision.skip_reason,
+                            rec.get("confidence", 0.0),
+                            rec.get("current_price", 0.0),
+                            portfolio_state.active_pool,
+                        )
+                        self._first_skip_logged = True
 
                 if day_recs:
                     logger.info(