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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from __future__ import annotations
import json
import re
from pathlib import Path
from typing import Any, Iterable
import yaml
ROOT = Path(__file__).resolve().parents[2]
def load_json(path: Path) -> dict[str, Any]:
if not path.exists():
return {}
try:
obj = json.loads(path.read_text(encoding="utf-8"))
except Exception:
return {}
return obj if isinstance(obj, dict) else {}
def load_yaml(path: Path) -> dict[str, Any]:
if not path.exists():
return {}
try:
obj = yaml.safe_load(path.read_text(encoding="utf-8"))
except Exception:
return {}
return obj if isinstance(obj, dict) else {}
def read_text(path: Path) -> str:
if not path.exists():
return ""
return path.read_text(encoding="utf-8", errors="ignore")
def iter_files(*patterns: str) -> list[Path]:
files: list[Path] = []
for pattern in patterns:
files.extend([p for p in ROOT.glob(pattern) if p.is_file()])
return files
def collect_all_files() -> list[Path]:
return [p for p in ROOT.rglob("*") if p.is_file()]
def collect_temp_files() -> list[Path]:
temp = ROOT / "Temp"
return [p for p in temp.rglob("*") if p.is_file()] if temp.exists() else []
def collect_gas_files() -> list[Path]:
root_files = [ROOT / n for n in ("gas_apex_alpha_watch.gs", "gas_apex_runtime_core.gs", "gas_data_collect.gs", "gas_data_feed.gs", "gas_harness_rows.gs", "gas_lib.gs", "gas_report.gs") if (ROOT / n).exists()]
adapter_parts_dir = ROOT / "src" / "gas_adapter_parts"
adapter_files = sorted(adapter_parts_dir.glob("*.gs")) if adapter_parts_dir.exists() else []
return root_files + adapter_files
def collect_prompt_files() -> list[Path]:
prompt_root = ROOT / "prompts"
if not prompt_root.exists():
return []
return [p for p in prompt_root.rglob("*.md") if p.is_file()]
def collect_tool_files() -> list[Path]:
tool_root = ROOT / "tools"
return [p for p in tool_root.rglob("*.py") if p.is_file()] if tool_root.exists() else []
def collect_spec_files() -> list[Path]:
spec_root = ROOT / "spec"
return [p for p in spec_root.rglob("*.yaml") if p.is_file()] if spec_root.exists() else []
def load_formula_registry() -> dict[str, Any]:
payload = load_yaml(ROOT / "spec" / "13_formula_registry.yaml")
return ((payload.get("formula_registry") or {}).get("formulas")) or {}
def extract_formula_ids() -> list[str]:
return [str(fid) for fid in load_formula_registry().keys()]
def extract_formula_outputs() -> dict[str, list[str]]:
outputs: dict[str, list[str]] = {}
formulas = load_formula_registry()
for fid, row in formulas.items():
out_fields: list[str] = []
output = row.get("output")
if isinstance(output, dict):
if isinstance(output.get("field"), str):
out_fields.append(output["field"])
if isinstance(output.get("fields"), list):
for item in output["fields"]:
if isinstance(item, str):
out_fields.append(item)
elif isinstance(item, dict):
if isinstance(item.get("field"), str):
out_fields.append(item["field"])
elif isinstance(item.get("name"), str):
out_fields.append(item["name"])
if isinstance(output.get("fields"), dict):
out_fields.extend([str(k) for k in output["fields"].keys() if isinstance(k, str)])
for key in output.keys():
if key not in {"field", "fields", "note", "notes"} and isinstance(key, str):
out_fields.append(key)
if isinstance(row.get("expected_outputs"), list):
out_fields.extend([str(x) for x in row["expected_outputs"] if isinstance(x, str)])
outputs[str(fid)] = sorted(set(out_fields))
return outputs
def find_numbers(text: str) -> list[str]:
return re.findall(r"(?<![A-Za-z])(?:\d{1,3}(?:,\d{3})+|\d+)(?:\.\d+)?", text)
def scan_text_for_terms(paths: Iterable[Path], terms: Iterable[str]) -> dict[str, list[str]]:
result: dict[str, list[str]] = {}
for path in paths:
text = read_text(path)
hits = [term for term in terms if term in text]
if hits:
result[str(path)] = hits
return result