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>
2026-06-13 13:20:14 +09:00
commit ee3e799de1
1474 changed files with 176087 additions and 0 deletions
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+from __future__ import annotations
+
+import argparse
+import json
+import re
+import sys
+from pathlib import Path
+from typing import Any
+
+
+def _ensure_utf8_stdio() -> None:
+    if sys.stdout.encoding and sys.stdout.encoding.lower() not in ("utf-8", "utf8"):
+        sys.stdout = open(sys.stdout.fileno(), mode="w", encoding="utf-8", buffering=1)
+    if sys.stderr.encoding and sys.stderr.encoding.lower() not in ("utf-8", "utf8"):
+        sys.stderr = open(sys.stderr.fileno(), mode="w", encoding="utf-8", buffering=1)
+
+
+ROOT = Path(__file__).resolve().parents[1]
+DEFAULT_REPORT = ROOT / "Temp" / "operational_report.json"
+DEFAULT_OUT = ROOT / "Temp" / "blank_cell_audit_v1.json"
+STUB_TOKENS = {
+    "데이터 누락",   # 결손 일률 라벨
+    "DATA_MISSING",  # 영문 결손 라벨
+    "중립",          # GAS 일률 중립 (스마트머니/fundamental)
+    "NEUTRAL",       # 영문 일률 중립
+    # 주의: LOSING, GAINING, STABLE 은 실제 신호값이므로 stub 아님
+    #       WATCH_PENDING_SAMPLE, NO_PEER_DATA 는 허용값
+}
+
+
+def _load(path: Path) -> dict[str, Any]:
+    try:
+        data = json.loads(path.read_text(encoding="utf-8"))
+    except Exception:
+        return {}
+    return data if isinstance(data, dict) else {}
+
+
+def _sections(payload: dict[str, Any]) -> list[dict[str, Any]]:
+    if isinstance(payload.get("sections"), list):
+        return [s for s in payload["sections"] if isinstance(s, dict)]
+    return []
+
+
+def _count_table_issues(md: str) -> tuple[int, int]:
+    """GFM 테이블에서 빈 셀 수와 stub 토큰 수를 카운트한다.
+
+    ∙ `| a | b |` 형식을 `|`로 분리하면 앞뒤 빈 문자열이 생기므로
+      strip 후 첫/마지막 빈 요소를 제거(파이프 구분자 아티팩트).
+    ∙ 구분선(`--- | ---`)은 무시.
+    """
+    blanks = 0
+    stubs = 0
+    for line in md.splitlines():
+        if "|" not in line:
+            continue
+        # 구분선 skip
+        if re.match(r"^\s*\|?\s*[-:]+\s*(\|\s*[-:]+\s*)+\|?\s*$", line):
+            continue
+        cells = [c.strip() for c in line.split("|")]
+        # 파이프 구분자 아티팩트: 앞뒤 빈 문자열 제거
+        if cells and cells[0] == "":
+            cells = cells[1:]
+        if cells and cells[-1] == "":
+            cells = cells[:-1]
+        for c in cells:
+            if c == "":
+                blanks += 1
+            if c in STUB_TOKENS:
+                stubs += 1
+    return blanks, stubs
+
+
+def main() -> int:
+    _ensure_utf8_stdio()
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--report", default=str(DEFAULT_REPORT))
+    ap.add_argument("--out", default=str(DEFAULT_OUT))
+    args = ap.parse_args()
+
+    rp = Path(args.report)
+    op = Path(args.out)
+    if not rp.is_absolute():
+        rp = ROOT / rp
+    if not op.is_absolute():
+        op = ROOT / op
+
+    payload = _load(rp)
+    sections = _sections(payload)
+    rows = []
+    total_blank = 0
+    total_stub = 0
+    for s in sections:
+        md = str(s.get("markdown") or "")
+        b, t = _count_table_issues(md)
+        total_blank += b
+        total_stub += t
+        rows.append(
+            {
+                "section": s.get("title") or s.get("id") or "unknown",
+                "blank_cells": b,
+                "stub_tokens": t,
+                "status": "INCOMPLETE_TABLE" if (b > 0 or t > 0) else "OK",
+            }
+        )
+
+    total_tables = max(1, len(rows))
+    fill_pct = round(max(0.0, 100.0 - ((total_blank / total_tables))), 2)
+    incomplete_tables = [r["section"] for r in rows if r["status"] != "OK"]
+    out = {
+        "formula_id": "BLANK_CELL_AUDIT_V1",
+        "enforcement_mode": "WARN_ONLY",
+        "blank_fill_pct": fill_pct,
+        "incomplete_tables": incomplete_tables,
+        "summary": {
+            "sections": len(rows),
+            "blank_cells": total_blank,
+            "stub_tokens": total_stub,
+            "incomplete_tables": len(incomplete_tables),
+        },
+        "tables": rows,
+        "gate": "WARN" if total_blank > 0 or total_stub > 0 else "PASS",
+    }
+    op.parent.mkdir(parents=True, exist_ok=True)
+    op.write_text(json.dumps(out, ensure_ascii=False, indent=2), encoding="utf-8")
+    print(json.dumps(out, ensure_ascii=False, indent=2))
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())