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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from __future__ import annotations
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import hashlib
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import json
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from pathlib import Path
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from typing import Any
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ROOT = Path(__file__).resolve().parents[2]
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TEMP = ROOT / "Temp"
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def rp(path_str: str | Path) -> Path:
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path = Path(path_str)
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return path if path.is_absolute() else ROOT / path
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def load_json(path: str | Path) -> dict[str, Any]:
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p = rp(path)
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if not p.exists():
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return {}
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try:
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payload = json.loads(p.read_text(encoding="utf-8"))
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except Exception:
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return {}
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return payload if isinstance(payload, dict) else {}
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def save_json(path: str | Path, payload: dict[str, Any]) -> Path:
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p = rp(path)
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p.parent.mkdir(parents=True, exist_ok=True)
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p.write_text(json.dumps(payload, ensure_ascii=False, indent=2), encoding="utf-8")
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return p
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def sha256_hex(path: str | Path) -> str:
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p = rp(path)
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return hashlib.sha256(p.read_bytes()).hexdigest()
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def first_non_null(*values: Any) -> Any:
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for value in values:
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if value is not None:
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return value
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return None
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def extract_hctx(payload: dict[str, Any]) -> dict[str, Any]:
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h_apex = payload.get("hApex")
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data_apex = ((payload.get("data") or {}).get("_harness_context")) if isinstance(payload.get("data"), dict) else None
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if isinstance(h_apex, dict) and isinstance(data_apex, dict):
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merged = dict(data_apex)
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merged.update(h_apex)
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return merged
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if isinstance(h_apex, dict):
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return h_apex
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if isinstance(data_apex, dict):
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return data_apex
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return payload if isinstance(payload, dict) else {}
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def rows(v: Any) -> list[dict[str, Any]]:
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if isinstance(v, list):
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return [x for x in v if isinstance(x, dict)]
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if isinstance(v, str) and v.strip():
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try:
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parsed = json.loads(v)
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return rows(parsed)
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except Exception:
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return []
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if isinstance(v, dict):
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for key in ("rows", "data", "tickers", "items"):
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candidate = v.get(key)
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if isinstance(candidate, list):
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return [x for x in candidate if isinstance(x, dict)]
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return []
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def temp_json(name: str) -> dict[str, Any]:
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return load_json(TEMP / name)
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