feat: 리밸런싱 엔진 V1 + GAS 버그 수정 (2026-06-13)

주요 변경:
- tools/build_rebalance_engine_v1.py: REBALANCE_ENGINE_V1 신규
  * account_snapshot 직접 합산(_build_snap_position_map) → 소수주 분리 행 병합
  * 레짐 소스 macro.REGIME_PRELIM 최우선 (GAS 와 동일)
- src/gas_adapter_parts/gdf_06_rebalance.gs: runRebalanceSheet_() 신규
  * Logger.log / getSpreadsheet_() 로 run_all 연동 수정
- src/gas_adapter_parts/gdc_01_fetch_fundamentals.gs
  * _mergePositionRecord_(): 소수주 중복 행 합산 신규
  * parseInt → parseFloat (qty, availQty)
- src/gas_adapter_parts/gdf_01_price_metrics.gs
  * 미보유 종목 SELL_READY → WATCH_EXIT_SIGNAL
- spec/41_release_dag.yaml: build_rebalance_sheet 노드 추가 (step_count 63)
- spec/51_formula_lifecycle_registry.yaml: REBALANCE_ENGINE_V1 등록

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-06-13 13:20:14 +09:00
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# ADR-0001 Single Source of Truth
## Context
The engine has multiple JSON versions for the same concept, which creates stale reads and conflicting runtime authority.
## Decision
Use `canonical_manifest.yaml` and the canonical artifact resolver as the runtime authority for each concept.
## Consequence
Runtime readers must use one canonical path per concept. Deprecated files remain archived only.
## Rollback
If a canonical artifact is invalid, rebuild the canonical copy rather than falling back to a deprecated runtime source.
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# ADR-0002 GAS Thin Adapter
## Context
GAS has accumulated business logic that belongs in Python validation and builders.
## Decision
Constrain GAS to collection, normalization, export, and display responsibilities.
## Consequence
Decision, sizing, stop-loss, take-profit, and risk calculations must live in deterministic Python builders.
## Rollback
If a GAS function becomes a business-logic dependency, move the logic into Python and keep only a thin adapter in GAS.
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# ADR-0003 No LLM Numeric Generation
## Context
LLM-generated prices, quantities, and thresholds caused authority collisions and provenance loss.
## Decision
LLM outputs must be copy-only. All numeric values must come from harness or canonical artifacts.
## Consequence
Prompt and report contracts must render numbers only when a source artifact already provides them.
## Rollback
There is no rollback path that reintroduces free-form numeric generation. That would violate the operating contract.
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# ADR-0004 Shadow Before Active
## Context
Replay and shadow artifacts often look complete before live T+20 sample quality is sufficient.
## Decision
Shadow or advisory formulas may be rendered, but only active formulas may drive live execution.
## Consequence
Live sample thresholds remain mandatory before promotion.
## Rollback
If active promotion is found without live qualification, demote the artifact and restore shadow-only status.