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 hashlib
+import json
+from pathlib import Path
+
+import yaml
+
+from orchestration_harness_v1 import run_plan
+from pipeline_runtime_anomaly_lib_v1 import finalize_runtime_profile, runtime_profile_from_steps
+
+
+ROOT = Path(__file__).resolve().parents[1]
+DIST = ROOT / "dist"
+RUNTIME_PROFILE = ROOT / "Temp" / "build_bundle_runtime_profile_v1.json"
+CACHE_PATH = ROOT / "Temp" / "build_bundle_cache_v1.json"
+
+
+def read(path: str) -> str:
+    return (ROOT / path).read_text(encoding="utf-8").rstrip()
+
+
+def load_bundle_contents(paths: list[str]) -> dict[str, str]:
+    contents: dict[str, str] = {}
+    for path in paths:
+        contents[path] = read(path)
+    return contents
+
+
+def compute_content_signature(contents: dict[str, str]) -> str:
+    digest = hashlib.sha256()
+    for path in sorted(contents):
+        digest.update(path.encode("utf-8"))
+        digest.update(b"\0")
+        digest.update(contents[path].encode("utf-8"))
+        digest.update(b"\0")
+    return digest.hexdigest()
+
+
+def flatten_manifest_files(manifest: dict) -> list[str]:
+    ordered: list[str] = ["RetirementAssetPortfolio.yaml", "AGENTS.md"]
+    for step in (manifest.get("load_sequence") or {}).values():
+        for file_name in step.get("files", []):
+            if "*" not in file_name and file_name not in ordered:
+                ordered.append(file_name)
+    for extra in (
+        "spec/ownership_map.yaml",
+        "spec/aliases.yaml",
+        "spec/xref_matrix.yaml",
+        "prompts/analysis_prompt.md",
+        "prompts/review_prompt.md",
+    ):
+        if extra not in ordered and (ROOT / extra).exists():
+            ordered.append(extra)
+    return ordered
+
+
+def bundle_profile(manifest: dict, mode: str) -> dict:
+    if mode == "full":
+        return {
+            "output": "dist/retirement_portfolio_bundle.yaml",
+            "purpose": "분리된 문서를 manifest 순서로 묶은 전체 LLM 입력용 합본",
+            "files": flatten_manifest_files(manifest),
+        }
+    profiles = manifest.get("bundle_profiles") or {}
+    profile = profiles.get(mode)
+    if not isinstance(profile, dict):
+        raise ValueError(f"missing bundle profile: {mode}")
+    return profile
+
+
+def write_bundle(
+    paths: list[str],
+    output: Path,
+    mode: str = "full",
+    purpose_text: str | None = None,
+    *,
+    contents: dict[str, str] | None = None,
+) -> None:
+    title_suffix = {
+        "full": "Full",
+        "compact": "Compact",
+        "ultra_compact": "Ultra Compact",
+    }[mode]
+    purpose = purpose_text or "분리된 문서를 manifest 순서로 묶은 LLM 입력용 합본"
+    chunks = [
+        "meta:",
+        f"  title: \"은퇴자산포트폴리오 {title_suffix} Bundle\"",
+        "  generated_by: \"tools/build_bundle.py\"",
+        f"  purpose: \"{purpose}\"",
+        f"  mode: \"{mode}\"",
+        f"  file_count: {len(paths)}",
+        "",
+        "bundle_files:",
+    ]
+    for path in paths:
+        chunks.append(f"  - \"{path}\"")
+    chunks.append("")
+    chunks.append("bundle_content:")
+    for path in paths:
+        text = contents[path] if contents and path in contents else read(path)
+        indented = "\n".join("    " + line for line in text.splitlines())
+        key = path.replace("\\", "/").replace("/", "__").replace(".", "_")
+        chunks.append(f"  {key}: |")
+        chunks.append(indented if indented else "    ")
+    output.write_text("\n".join(chunks).rstrip() + "\n", encoding="utf-8")
+
+
+def _write_bundle_job(mode: str, profile: dict, contents: dict[str, str]) -> dict[str, str]:
+    output = ROOT / profile["output"]
+    paths = [path for path in profile["files"] if "*" not in path]
+    write_bundle(paths, output, mode=mode, purpose_text=profile.get("purpose"), contents=contents)
+    return {"mode": mode, "output": str(output), "status": "OK"}
+
+
+def _validate_bundle(path: Path) -> dict[str, str]:
+    yaml.safe_load(path.read_text(encoding="utf-8"))
+    return {"path": str(path), "status": "OK"}
+
+
+def load_cache() -> dict[str, str]:
+    if not CACHE_PATH.exists():
+        return {}
+    try:
+        data = json.loads(CACHE_PATH.read_text(encoding="utf-8"))
+    except Exception:
+        return {}
+    return data if isinstance(data, dict) else {}
+
+
+def save_cache(payload: dict[str, str]) -> None:
+    CACHE_PATH.parent.mkdir(parents=True, exist_ok=True)
+    CACHE_PATH.write_text(json.dumps(payload, ensure_ascii=False, indent=2), encoding="utf-8")
+
+
+def main() -> int:
+    DIST.mkdir(exist_ok=True)
+    # 1) 공통 입력 로드는 순차로 고정한다.
+    manifest = yaml.safe_load((ROOT / "RetirementAssetPortfolio.yaml").read_text(encoding="utf-8"))
+    profiles = {mode: bundle_profile(manifest, mode) for mode in ("full", "compact", "ultra_compact")}
+    all_profile_paths = [path for profile in profiles.values() for path in profile.get("files", [])]
+    all_unique_paths = sorted({path for path in all_profile_paths if "*" not in path})
+    missing = [path for path in all_profile_paths if "*" not in path and not (ROOT / path).exists()]
+    if missing:
+        print("BUNDLE BUILD FAIL")
+        for path in missing:
+            print(f"- missing: {path}")
+        return 1
+    shared_contents = load_bundle_contents(all_unique_paths)
+    content_signature = compute_content_signature(shared_contents)
+    latest_source_mtime = max((ROOT / path).stat().st_mtime for path in all_unique_paths) if all_unique_paths else 0.0
+    cache = load_cache()
+    output_paths = [ROOT / profiles[mode]["output"] for mode in ("full", "compact", "ultra_compact")]
+    cache_hit = bool(cache) and all(path.exists() for path in output_paths) and min(path.stat().st_mtime for path in output_paths) >= latest_source_mtime
+    bundle_paths = [
+        ROOT / profiles["full"]["output"],
+        ROOT / profiles["compact"]["output"],
+        ROOT / profiles["ultra_compact"]["output"],
+    ]
+    if cache_hit:
+        # 소스와 산출물 해시가 같으면 기존 번들을 재사용한다.
+        orchestration_steps = []
+        for mode, profile in profiles.items():
+            orchestration_steps.append({
+                "name": f"build_{mode}",
+                "callable": (lambda m=mode, p=profile: {"mode": m, "output": str(ROOT / p["output"]), "status": "CACHED"}),
+            })
+        for mode, path in zip(("full", "compact", "ultra_compact"), bundle_paths):
+            orchestration_steps.append({
+                "name": f"validate_{path.stem}",
+                "depends_on": [f"build_{mode}"],
+                "callable": (lambda p=path: {"path": str(p), "status": "OK_CACHED"}),
+            })
+        results = run_plan(orchestration_steps, label="build-bundle:cached")
+    else:
+        # 2) 서로 독립인 3개 번들 생성은 병렬, 각 생성물 검증은 해당 생성 직후 수행한다.
+        orchestration_steps = []
+        for mode, profile in profiles.items():
+            orchestration_steps.append({
+                "name": f"build_{mode}",
+                "callable": (lambda m=mode, p=profile, c=shared_contents: _write_bundle_job(m, p, c)),
+            })
+        for mode, path in zip(("full", "compact", "ultra_compact"), bundle_paths):
+            orchestration_steps.append({
+                "name": f"validate_{path.stem}",
+                "depends_on": [f"build_{mode}"],
+                "callable": (lambda p=path: _validate_bundle(p)),
+            })
+        results = run_plan(orchestration_steps, label="build-bundle")
+        save_cache({
+            "content_signature": content_signature,
+            "latest_source_mtime": latest_source_mtime,
+            "bundle_outputs": [str(p) for p in bundle_paths],
+        })
+    profile = runtime_profile_from_steps(
+        harness_name="build-bundle",
+        mode="bundle",
+        steps=results,
+        runtime_context={
+            "harness_name": "build-bundle",
+            "mode": "bundle",
+        },
+        file_count=len(all_profile_paths),
+        gate_status="OK",
+    )
+    profile["cache_hit"] = cache_hit
+    analysis = finalize_runtime_profile(
+        profile_path=RUNTIME_PROFILE,
+        payload=profile,
+    )
+    if analysis.get("status") == "ALERT":
+        print("RUNTIME_ANOMALY:", ";".join(analysis.get("anomaly_reason_codes") or []))
+    print("BUNDLE BUILD OK" + (" (cached)" if cache_hit else ""))
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())