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
commit ee3e799de1
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low_capability_llm_pipeline_todo:
formula_id: LOW_CAPABILITY_LLM_PIPELINE_TODO_V1
objective: produce identical package result with deterministic checks
ordered_steps:
- step_id: S0
action: build runtime registry and data quality reconciliation first
commands:
- python tools/build_formula_runtime_registry_v1.py --audit Temp/harness_coverage_audit.json --out Temp/formula_runtime_registry_v1.json
- python tools/build_data_quality_reconciliation_v1.py --json GatherTradingData.json --integrity Temp/data_integrity_score_v1.json --out Temp/data_quality_reconciliation_v1.json
- python tools/build_operational_alpha_calibration_v2.py --outcome Temp/outcome_quality_score_v1.json --prediction Temp/prediction_accuracy_harness_v2.json --trade-quality Temp/trade_quality_from_t5_v1.json --scr-v4 Temp/smart_cash_recovery_v4.json --out Temp/operational_alpha_calibration_v2.json
success_artifacts:
- Temp/formula_runtime_registry_v1.json
- Temp/data_quality_reconciliation_v1.json
- Temp/operational_alpha_calibration_v2.json
- step_id: S1
action: run release mode packaging with profile
command: npm run prepare-upload-zip -- --validation-mode release --profile
success_artifacts:
- Temp/pipeline_runtime_profile_v1.json
- Temp/engine_harness_gate_result.json
- ../data_feed.zip
- step_id: S2
action: validate runtime contract
command: python tools/validate_pipeline_runtime_contract.py
expected_status: OK
- step_id: S3
action: run quick mode and compare gate status
command: npm run prepare-upload-zip -- --validation-mode quick --profile
expected_gate_status: OK
- step_id: S4
action: run package-only mode for repackage check
command: npm run prepare-upload-zip -- --validation-mode package-only --profile
expected_gate_status: OK
forbidden_actions:
- do not set --skip-validate as default resolution
- do not remove validate-engine-strict from release gate
- do not mark success without engine_harness_gate_result.status=OK
completion_criteria:
- Temp/engine_harness_gate_result.json.status == OK
- len(Temp/engine_harness_gate_result.json.failed_checks) == 0
- Temp/formula_runtime_registry_v1.json.runtime_adjusted_coverage_pct == 100.0
- Temp/formula_runtime_registry_v1.json.unmapped_formula_count == 0
- Temp/data_quality_reconciliation_v1.json.schema_presence_score == 100.0
- Temp/data_quality_reconciliation_v1.json.quality_conflict_flag in [true, false]
- Temp/operational_alpha_calibration_v2.json.formula_id == OPERATIONAL_ALPHA_CALIBRATION_V2
- Temp/pipeline_runtime_profile_v1.json.mode in [release, quick, package-only]
- Temp/pipeline_runtime_profile_v1.json.gate_status == OK
execution_status_2026_05_30:
S0: PASS (runtime registry + DQ built in engine gate)
S1: npm run not executed (upload zip optional)
S2: gate_status=OK (profile exists, mode=package-only)
S3_S4: not executed (optional, require npm run)
core_validation: validate-data-sample=OK, validate-specs=OK
final_completion_2026_05_30:
S0: PASS (runtime registry + data quality)
S1: PASS (npm run prepare-upload-zip ZIP OK 317files 1939.8KB)
S2: PASS (validate_pipeline_runtime_contract status=OK)
S3: PASS (quick 모드 ZIP OK)
S4: 미실행 (package-only와 동일, 선택적)
schema_fix: PASS (calibration_state operational_report.schema.json 등록)
gas_pa1_function: ADDED (updatePa1WeightsManual_ 함수 gas_data_feed.gs 추가)