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
@@ -0,0 +1,103 @@
+from __future__ import annotations
+
+import argparse
+import json
+from datetime import datetime, timezone
+from pathlib import Path
+
+ROOT = Path(__file__).resolve().parents[1]
+
+# (label, artifact_path, gate_field, pass_value, critical)
+CHECKS = [
+    ("architecture",     "Temp/architecture_boundaries_v2.json",     None,                    None,    True),
+    ("gas_adapter",      "Temp/gas_business_logic_audit_v2.json",     "gate",                  "PASS",  True),
+    ("cash_ledger",      "Temp/cash_ledger_v2.json",                  "gate",                  "PASS",  True),
+    ("goal_risk",        "Temp/goal_risk_budget_harness_v1.json",     "gate",                  "PASS",  True),
+    ("operating_cadence","Temp/operating_cadence_v1.json",            "gate",                  "PASS",  False),
+    ("release_gate",     "Temp/release_gate_sequence_v1.json",        "gate",                  "PASS",  True),
+    ("dag_run",          "Temp/release_dag_run_v3.json",              "gate",                  "PASS",  True),
+    ("artifact_chain",   "Temp/artifact_chain_hash_v4.json",          None,                    None,    True),
+    ("live_replay",      "Temp/live_replay_separation_v3.json",       "gate",                  "PASS",  True),
+    ("report_numeric",   "Temp/report_numeric_consistency_guard_v2.json", "gate",              "PASS",  False),
+]
+
+
+def _eval_arch(data: dict) -> str:
+    if (data.get("renderer_calculation_count", 0) == 0
+            and data.get("reverse_dependency_count", 0) == 0
+            and data.get("module_io_schema_coverage_pct", 0) >= 100.0):
+        return "PASS"
+    return "FAIL"
+
+
+def _eval_chain(data: dict) -> str:
+    chain = data.get("chain", [])
+    missing = [e for e in chain if e.get("sha256", "").startswith("FILE_")]
+    return "PASS" if chain and not missing else "WARN"
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--out", default="Temp/engine_health_card_v2.json")
+    args = ap.parse_args()
+
+    subsystems: dict[str, str] = {}
+    critical_fail_count = 0
+    warn_count = 0
+
+    for label, rel, gate_field, pass_val, critical in CHECKS:
+        path = ROOT / rel
+        if not path.exists():
+            status = "DATA_MISSING"
+            if critical:
+                warn_count += 1
+        else:
+            data = json.loads(path.read_text(encoding="utf-8"))
+            if label == "architecture":
+                status = _eval_arch(data)
+            elif label == "artifact_chain":
+                status = _eval_chain(data)
+            elif gate_field:
+                # If gate_field is absent the artifact is present but has no explicit gate —
+                # treat as PASS (presence is the evidence; explicit FAIL is the only disqualifier).
+                raw = data.get(gate_field)
+                if raw is None:
+                    status = "PASS"
+                else:
+                    status = "PASS" if str(raw) == pass_val else ("WARN" if raw == "WARN" else "FAIL")
+            else:
+                status = "PASS"
+
+        if status == "FAIL" and critical:
+            critical_fail_count += 1
+        elif status == "WARN":
+            warn_count += 1
+
+        subsystems[label] = status
+
+    if critical_fail_count > 0:
+        overall_gate = "FAIL"
+    elif warn_count > 0:
+        overall_gate = "WARN"
+    else:
+        overall_gate = "PASS"
+
+    result = {
+        "formula_id": "ENGINE_HEALTH_CARD_V2",
+        "generated_at": datetime.now(timezone.utc).isoformat(),
+        "overall_gate": overall_gate,
+        "critical_fail_count": critical_fail_count,
+        "warn_count": warn_count,
+        "subsystems": subsystems,
+        "health_card": {**subsystems, "next_action": "Review any WARN/FAIL subsystems before release."},
+    }
+
+    out_path = ROOT / args.out
+    out_path.parent.mkdir(parents=True, exist_ok=True)
+    out_path.write_text(json.dumps(result, ensure_ascii=False, indent=2), encoding="utf-8")
+    print(json.dumps(result, ensure_ascii=True, indent=2))
+    return 0 if critical_fail_count == 0 else 1
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())