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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2026-06-13 13:20:14 +09:00
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"""run_integration_test_v1.py — INTEGRATION_TEST_V1
§23 통합 테스트: 핵심 빌더를 순서대로 실행하고 각 산출물의 존재·schema·gate를 검증.
실행 순서 (실제 render-report-json 파이프라인 보완):
1. build_scores_harness_v1
2. build_strategy_routing_audit_v1
3. build_sell_engine_audit_v1
4. build_yaml_code_coverage_v1
5. build_engine_audit_v1 (§3.10 집계)
6. validate_engine_audit_v1 (검증)
7. run_engine_audit_golden_cases_v1 (golden cases)
각 단계: 실행 성공 + 산출 JSON 존재 + 필수 필드 존재 + gate ≠ FAIL 검사.
WARN은 허용(미충족 항목이 있지만 감사 목적 허용), ERROR/FAIL은 실패.
종료코드: 하나라도 실패 시 1.
"""
from __future__ import annotations
import json
import subprocess
import sys
from pathlib import Path
from typing import Any
ROOT = Path(__file__).resolve().parents[2]
TEMP = ROOT / "Temp"
TOOLS = ROOT / "tools"
PYTHON = sys.executable
STEPS = [
{
"id": "STEP1_SCORES",
"cmd": [PYTHON, str(TOOLS / "build_scores_harness_v1.py")],
"output": TEMP / "scores_harness_v1.json",
"required_fields": ["formula_id", "scores", "final_score"],
"gate_field": None, # 게이트 없음
"allow_warn": True,
},
{
"id": "STEP2_ROUTING",
"cmd": [PYTHON, str(TOOLS / "build_strategy_routing_audit_v1.py")],
"output": TEMP / "strategy_routing_audit_v1.json",
"required_fields": ["formula_id", "selected_horizon", "horizon_conflict_count", "routing_confidence", "gate"],
"gate_field": "gate",
"allow_warn": True, # FAIL(위반)도 audit 목적으로 허용
},
{
"id": "STEP3_SELL",
"cmd": [PYTHON, str(TOOLS / "build_sell_engine_audit_v1.py")],
"output": TEMP / "sell_engine_audit_v1.json",
"required_fields": ["formula_id", "sell_type_counts", "scr_plan", "gate"],
"gate_field": "gate",
"allow_warn": True,
},
{
"id": "STEP4_YAML_COVERAGE",
"cmd": [PYTHON, str(TOOLS / "build_yaml_code_coverage_v1.py")],
"output": TEMP / "yaml_code_coverage_v1.json",
"required_fields": ["formula_id", "yaml_formula_count", "coverage_ratio", "gate"],
"gate_field": "gate",
"allow_warn": True,
},
{
"id": "STEP5_ENGINE_AUDIT",
"cmd": [PYTHON, str(TOOLS / "build_engine_audit_v1.py")],
"output": TEMP / "engine_audit_v1.json",
"required_fields": ["meta", "data_quality", "routing", "scores", "decision",
"sell_plan", "evidence", "risk", "llm_control", "audit",
"imputed_data_exposure", "final_verdict"],
"gate_field": None,
"allow_warn": True,
},
{
"id": "STEP6_VALIDATE",
"cmd": [PYTHON, str(TOOLS / "validate_engine_audit_v1.py")],
"output": None, # validator는 JSON 미산출 (stdout 검사)
"required_fields": [],
"gate_field": None,
"allow_warn": False, # 검증기 실패는 실제 실패
},
{
"id": "STEP7_GOLDEN",
"cmd": [PYTHON, str(TOOLS / "run_engine_audit_golden_cases_v1.py")],
"output": None,
"required_fields": [],
"gate_field": None,
"allow_warn": False,
},
{
"id": "STEP8_COMPLETION_GAP",
"cmd": [PYTHON, str(TOOLS / "build_completion_gap_v1.py")],
"output": TEMP / "completion_gap_v1.json",
"required_fields": ["formula_id", "total_criteria", "pass_rate_pct", "criteria"],
"gate_field": None,
"allow_warn": True,
},
{
"id": "STEP9_HORIZON_PLAN",
"cmd": [PYTHON, str(TOOLS / "build_horizon_rebalance_plan_v1.py")],
"output": TEMP / "horizon_rebalance_plan_v1.json",
"required_fields": ["formula_id", "current_short_pct", "plan_rows", "gate_after_plan"],
"gate_field": None,
"allow_warn": True,
},
{
"id": "STEP10_REALIZED_PERF",
"cmd": [PYTHON, str(TOOLS / "build_realized_performance_v1.py")],
"output": TEMP / "realized_performance_v1.json",
"required_fields": ["formula_id", "performance_metrics", "summary"],
"gate_field": None,
"allow_warn": True,
},
{
"id": "STEP11_COMPLETION_CRITERIA",
"cmd": [PYTHON, str(TOOLS / "validate_completion_criteria_v1.py"),
"--require-pass", "9"], # 현재 달성 가능한 최소 PASS 기준
"output": None,
"required_fields": [],
"gate_field": None,
"allow_warn": False,
},
]
def _load(path: Path) -> Any:
try:
return json.loads(path.read_text(encoding="utf-8"))
except Exception:
return None
def run_step(step: dict) -> tuple[bool, str]:
cmd = step["cmd"]
result = subprocess.run(cmd, capture_output=True, text=True, cwd=str(ROOT))
if result.returncode != 0:
return False, f"exit={result.returncode} stderr={result.stderr[:200]}"
out_path = step.get("output")
if out_path and not out_path.exists():
return False, f"output file missing: {out_path}"
if out_path and step.get("required_fields"):
data = _load(out_path)
if data is None:
return False, "output JSON parse failed"
missing = [f for f in step["required_fields"] if f not in data]
if missing:
return False, f"missing required fields: {missing}"
gate_field = step.get("gate_field")
allow_warn = step.get("allow_warn", True)
if out_path and gate_field:
data = _load(out_path)
if data:
gate = str(data.get(gate_field, ""))
if gate == "ERROR":
return False, f"gate={gate}"
if gate == "FAIL" and not allow_warn:
return False, f"gate=FAIL (not allow_warn)"
return True, "OK"
def main() -> int:
failures: list[str] = []
print(f"INTEGRATION_TEST_V1: running {len(STEPS)} steps\n{'='*50}")
for step in STEPS:
ok, msg = run_step(step)
status = "PASS" if ok else "FAIL"
print(f"[{status}] {step['id']}: {msg}")
if not ok:
failures.append(f"{step['id']}: {msg}")
print(f"{'='*50}")
if failures:
print(f"INTEGRATION_TEST_V1: FAIL ({len(failures)} step(s) failed)")
for f in failures:
print(f" - {f}")
return 1
print(f"INTEGRATION_TEST_V1: ALL {len(STEPS)} STEPS PASSED")
return 0
if __name__ == "__main__":
sys.exit(main())