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>

src/quant_engine/apply_engine_upgrade_v4.py

@@ -0,0 +1,91 @@
+from __future__ import annotations
+import json
+import sys
+from pathlib import Path
+from typing import Any
+
+
+def _load(path: Path) -> dict[str, Any]:
+    return json.loads(path.read_text(encoding="utf-8"))
+
+
+def _parse_jsonish(value: Any) -> Any:
+    if isinstance(value, str):
+        s = value.strip()
+        if (s.startswith("{") and s.endswith("}")) or (s.startswith("[") and s.endswith("]")):
+            try:
+                return json.loads(s)
+            except Exception:
+                return value
+    return value
+
+
+def _extract_harness(payload: dict[str, Any]) -> dict[str, Any]:
+    primary = payload.get("hApex")
+    fallback = (payload.get("data") or {}).get("_harness_context")
+    if isinstance(primary, dict) and isinstance(fallback, dict):
+        merged = dict(fallback)
+        merged.update(primary)
+        return merged
+    if isinstance(primary, dict):
+        return primary
+    if isinstance(fallback, dict):
+        return fallback
+    return {}
+
+
+def validate_harness_v4(payload: dict[str, Any]) -> tuple[bool, list[str]]:
+    h = _extract_harness(payload)
+    required = [
+        "fundamental_quality_json",
+        "horizon_allocation_json",
+        "smart_money_liquidity_json",
+        "routing_serving_trace_v2_json",
+    ]
+    errors: list[str] = []
+    for k in required:
+        if k not in h:
+            errors.append(f"missing key: {k}")
+
+    fq = _parse_jsonish(h.get("fundamental_quality_json", {}))
+    if not isinstance(fq, dict) or not isinstance(fq.get("rows"), list):
+        errors.append("fundamental_quality_json.rows missing")
+
+    hz = _parse_jsonish(h.get("horizon_allocation_json", {}))
+    if not isinstance(hz, dict) or not isinstance(hz.get("bucket_summary"), list):
+        errors.append("horizon_allocation_json.bucket_summary missing")
+
+    sml = _parse_jsonish(h.get("smart_money_liquidity_json", {}))
+    if not isinstance(sml, dict) or not isinstance(sml.get("rows"), list):
+        errors.append("smart_money_liquidity_json.rows missing")
+
+    tr = _parse_jsonish(h.get("routing_serving_trace_v2_json", {}))
+    if not isinstance(tr, dict):
+        errors.append("routing_serving_trace_v2_json invalid")
+    else:
+        for k in ("request_route", "json_validation_status"):
+            if not tr.get(k):
+                errors.append(f"routing_serving_trace_v2_json.{k} missing")
+        if tr.get("llm_serving_budget") != 0:
+            errors.append("routing_serving_trace_v2_json.llm_serving_budget must be 0")
+
+    return (len(errors) == 0), errors
+
+
+def main() -> int:
+    if len(sys.argv) < 2:
+        print("Usage: python tools/apply_engine_upgrade_v4.py <input_json>")
+        return 1
+    payload = _load(Path(sys.argv[1]))
+    ok, errors = validate_harness_v4(payload)
+    if not ok:
+        print("ENGINE_UPGRADE_V4_FAIL")
+        for e in errors:
+            print(f"- {e}")
+        return 1
+    print("ENGINE_UPGRADE_V4_OK")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())