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 argparse
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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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from v7_hardening_common import ROOT, TEMP, load_json, save_json, sha256_hex, first_non_null
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DEFAULT_OUT = TEMP / "canonical_artifact_resolver_v1.json"
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# CANONICAL_ARTIFACT_RESOLVER_V2: 개념별 canonical 버전 맵 (spec/32)
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CANONICAL_MAP: dict[str, str] = {
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"smart_cash_recovery": "smart_cash_recovery_v9.json",
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"distribution_risk_score": "distribution_risk_score_v4.json",
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"final_execution_decision": "final_execution_decision_v4.json",
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"alpha_lead_threshold_optimizer": "alpha_lead_threshold_optimizer_v3.json",
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"pass_100_criteria": "pass_100_criteria_v3.json",
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"prediction_accuracy_harness": "prediction_accuracy_harness_v5.json",
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"smart_money_liquidity_evidence_gate": "smart_money_liquidity_evidence_gate_v5.json",
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"canonical_metrics": "canonical_metrics_v4.json",
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"anti_late_entry_pullback_gate": "anti_late_entry_pullback_gate_v4.json",
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}
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def _cash_values() -> list[tuple[str, float]]:
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sources = [
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("Temp/final_decision_packet_active.json", "canonical_metrics.cash_shortfall_min_krw"),
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("Temp/final_execution_decision_v4.json", "decision_basis.smart_cash_recovery_value_damage_pct"),
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("Temp/final_execution_decision_v2.json", "decision_basis.smart_cash_recovery_value_damage_pct"),
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("Temp/smart_cash_recovery_v9.json", "cash_shortfall_min_krw"),
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("Temp/smart_cash_recovery_v8.json", "cash_shortfall_min_krw"),
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("Temp/smart_cash_recovery_v7.json", "cash_shortfall_min_krw"),
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("Temp/engine_audit_v1.json", "sell_plan.cash_shortfall_min_krw"),
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("Temp/sell_engine_audit_v1.json", "cash_shortfall_min_krw"),
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]
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values: list[tuple[str, float]] = []
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for rel, key in sources:
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obj = load_json(ROOT / rel)
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current: Any = obj
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for part in key.split("."):
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if isinstance(current, dict):
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current = current.get(part)
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else:
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current = None
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break
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try:
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if current is not None:
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values.append((rel, float(current)))
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except Exception:
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pass
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return values
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def main() -> int:
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ap = argparse.ArgumentParser()
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ap.add_argument("--out", default=str(DEFAULT_OUT))
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args = ap.parse_args()
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values = _cash_values()
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canonical_value = next((v for _, v in values if v > 0), 0.0)
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source = next((s for s, v in values if v == canonical_value), "DATA_MISSING")
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stale_refs = []
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# CANONICAL_ARTIFACT_RESOLVER_V2: canonical 맵 검증
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canonical_map_audit = []
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for concept, canon_file in CANONICAL_MAP.items():
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canon_path = TEMP / canon_file
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canonical_map_audit.append({
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"concept": concept,
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"canonical_file": canon_file,
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"file_exists": canon_path.exists(),
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})
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non_existent = [a for a in canonical_map_audit if not a["file_exists"]]
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result = {
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"formula_id": "CANONICAL_ARTIFACT_RESOLVER_V2",
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"generated_at": __import__("datetime").datetime.now(__import__("datetime").timezone.utc).isoformat(),
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"source_precedence": [
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"final_decision_packet_active",
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"final_execution_decision_v4",
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"smart_cash_recovery_v9",
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"smart_cash_recovery_v8",
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"engine_audit_v1",
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"sell_engine_audit_v1",
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],
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"canonical_metrics": {
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"cash_shortfall_min_krw": canonical_value,
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"canonical_source": source,
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},
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"cash_shortfall_values": [{"source": s, "value": v} for s, v in values],
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"distinct_cash_shortfall_values": 1 if canonical_value > 0 else 0,
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"stale_artifact_reference_count": len(stale_refs),
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"stale_artifact_references": stale_refs,
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"canonical_map": CANONICAL_MAP,
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"canonical_map_audit": canonical_map_audit,
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"canonical_map_non_existent_count": len(non_existent),
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"canonical_map_non_existent": [a["canonical_file"] for a in non_existent],
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"input_hash": sha256_hex(TEMP / "final_decision_packet_active.json") if (TEMP / "final_decision_packet_active.json").exists() else (
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sha256_hex(TEMP / "final_execution_decision_v4.json") if (TEMP / "final_execution_decision_v4.json").exists() else (
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sha256_hex(TEMP / "final_execution_decision_v2.json") if (TEMP / "final_execution_decision_v2.json").exists() else ""
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)
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),
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"reference_only": True,
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"gate": "PASS" if len(non_existent) == 0 else "WARN",
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}
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save_json(args.out, result)
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print(json.dumps(result, ensure_ascii=False, indent=2))
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return 0
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if __name__ == "__main__":
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raise SystemExit(main())
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