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>
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schema_version: quant_factor_taxonomy.v1
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purpose: Classify factors by horizon, decay, and conflict policy.
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factor_horizons:
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- scalping
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- short
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- mid
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- long
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required_lifecycle_fields:
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- factor_id
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- hypothesis
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- market_regime_applicability
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- horizon
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- decay_half_life
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- input_fields
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- formula_id
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- data_quality_requirements
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- expected_edge_formula
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- conflict_precedence
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- position_sizing_impact
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- exit_impact
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- golden_cases
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- shadow_start_date
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- activation_threshold
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- retirement_condition
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- owner
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factor_retirement_policy:
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no_edge_improvement_lookback_days: 90
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shadow_only_before_activation: true
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retire_when_no_edge_or_high_conflict: true
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conflict_policy: gate_precedence
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