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>

governance/rules/00_core_locks.yaml

@@ -0,0 +1,9 @@
+schema_version: agents_rule.v1
+rule_id: CORE_LOCKS_V1
+title: Core locks and no-hallucination rules
+summary:
+  - Use spec/13_formula_registry.yaml for all prices, stops, targets, quantities.
+  - Do not invent prices, quantities, or formulas.
+  - If harness data is missing, print DATA_MISSING — 하네스 업데이트 필요.
+  - Preserve transparency for blocked items; never hide computed fields.
+  - Use only registered formulas and source-of-truth artifacts.

governance/rules/01_harness_contract.yaml

@@ -0,0 +1,8 @@
+schema_version: agents_rule.v1
+rule_id: HARNESS_CONTRACT_V1
+title: Harness and validation contract
+summary:
+  - Harness output must be validated before it is trusted.
+  - LLM must not override harness verdicts.
+  - Source-of-truth precedence follows runtime manifest and schema contracts.
+  - Live T+20 readiness cannot be faked from replay data.

governance/rules/02_portfolio_policy.yaml

@@ -0,0 +1,8 @@
+schema_version: agents_rule.v1
+rule_id: PORTFOLIO_POLICY_V1
+title: Portfolio policy contract
+summary:
+  - Heat, cash floor, stop loss, TP, and sell priority come from specs only.
+  - Do not bypass hard stops with narrative justification.
+  - For multiple sell candidates, show sell priority table first.
+  - Keep blocked positions transparent in shadow ledger outputs.

governance/rules/03_order_grammar.yaml

@@ -0,0 +1,8 @@
+schema_version: agents_rule.v1
+rule_id: ORDER_GRAMMAR_V1
+title: HTS order grammar
+summary:
+  - Single numeric price per order row.
+  - No multi-condition conjunctions in order text.
+  - Normalize all prices to KRX tick units.
+  - Remove stale TP prices when TP1 already triggered.

governance/rules/04_reporting_contract.yaml

@@ -0,0 +1,8 @@
+schema_version: agents_rule.v1
+rule_id: REPORTING_CONTRACT_V1
+title: Reporting and provenance contract
+summary:
+  - All rendered numbers require provenance tags.
+  - Reports must keep source and runtime artifact references explicit.
+  - Narrative must not soften or override numeric gates.
+  - Output schema and final packets are authoritative.

governance/rules/05_migration_hashes.yaml

@@ -0,0 +1,8 @@
+schema_version: agents_rule.v1
+rule_id: RULE_HASH_MIGRATION_V1
+title: Rule hash migration map
+summary:
+  - AGENTS.md is the index only.
+  - Rule files carry the detailed instructions.
+  - Hash each rule file and track the set in governance/agents_index.yaml.
+  - Update hashes whenever rule files change.