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>

spec/operating_cadence.yaml

@@ -0,0 +1,58 @@
+schema_version: operating_cadence.v2
+updated_at: '2026-06-10T23:29:00+09:00'
+goal: >
+  주말 리밸런싱과 매월 1/11/21 중간점검 cadence를 release DAG input으로 연결한다.
+  rebalance_required, mid_check_required는 final_decision_packet에 반드시 포함된다.
+timezone: Asia/Seoul
+
+cadence:
+  weekly_rebalance:
+    days: [Saturday, Sunday]
+    trigger_field: rebalance_required       # final packet에 삽입되는 boolean 필드
+    required_sections:
+      - portfolio_rebalance_playbook
+      - ticker_action_matrix
+      - sell_priority_table                 # 매도 후보 2개 이상이면 반드시 포함
+      - cash_and_risk_budget_snapshot
+  interim_check:
+    dates: [1, 11, 21]
+    trigger_field: mid_check_required       # final packet에 삽입되는 boolean 필드
+    required_sections:
+      - engine_health_card
+      - data_missing_and_harness_update_list
+      - shadow_ledger_review
+      - calibration_drift_report
+
+release_dag_integration:
+  input_node: build_operating_cadence_signal_v1
+  output_fields:
+    - name: rebalance_required
+      type: bool
+      description: 현재 일자가 Saturday 또는 Sunday이면 true
+    - name: mid_check_required
+      type: bool
+      description: 현재 일자의 day가 1, 11, 21 중 하나이면 true
+    - name: cadence_label
+      type: str
+      enum: [WEEKEND_REBALANCE, MID_MONTH_CHECK, NORMAL]
+  downstream_nodes:
+    - build_final_context            # context pack에 cadence 정보 삽입
+    - build_final_decision_packet    # packet에 rebalance_required 삽입
+
+rules:
+  - id: RULE_WEEKEND_REBALANCE_CHECK
+    condition: current_day in [Saturday, Sunday]
+    action: Enforce rebalance review playbook. sell priority table must appear.
+    packet_field: rebalance_required
+  - id: RULE_INTERIM_CHECK
+    condition: current_date.day in [1, 11, 21]
+    action: Enforce interim quality check playbook. shadow ledger review mandatory.
+    packet_field: mid_check_required
+  - id: RULE_CADENCE_IN_PACKET
+    condition: always
+    action: >
+      rebalance_required와 mid_check_required는 final_decision_packet_active에
+      항상 포함된다. 값이 없으면 DATA_MISSING — 하네스 업데이트 필요.
+
+owner: quant_architect
+lifecycle_state: active