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>
This commit is contained in:
2026-06-13 13:20:14 +09:00
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from __future__ import annotations
import argparse
import json
from v7_hardening_common import ROOT, TEMP, load_json, save_json, sha256_hex
DEFAULT_OUT = TEMP / "final_context_for_llm_v2.json"
def _value(item):
if isinstance(item, dict) and "value" in item:
return item.get("value")
return item
def main() -> int:
ap = argparse.ArgumentParser()
ap.add_argument("--out", default=str(DEFAULT_OUT))
args = ap.parse_args()
packet = load_json(TEMP / "final_decision_packet_active.json") or load_json(TEMP / "final_execution_decision_v2.json")
fed = load_json(TEMP / "final_execution_decision_v2.json")
scr = load_json(TEMP / "smart_cash_recovery_v7.json") or load_json(TEMP / "smart_cash_recovery_v6.json") or load_json(TEMP / "smart_cash_recovery_v5.json")
truth = load_json(TEMP / "operational_truth_score_v1.json")
result = {
"formula_id": "FINAL_CONTEXT_FOR_LLM_V2",
"source_path": "Temp/final_decision_packet_active.json",
"input_hash": sha256_hex(TEMP / "final_decision_packet_active.json") if (TEMP / "final_decision_packet_active.json").exists() else "",
"global_execution_gate": packet.get("meta", {}).get("engine_gate", fed.get("global_execution_gate", "AUDIT_ONLY")),
"llm_allowed_actions": fed.get("llm_allowed_actions", ["AUDIT_ONLY"]),
"numbers": {
"cash_shortfall_min_krw": {
"value": _value(packet.get("canonical_metrics", {}).get("cash_shortfall_min_krw", scr.get("cash_shortfall_min_krw"))),
"source_path": "Temp/final_decision_packet_active.json",
"formula_id": "CANONICAL_ARTIFACT_RESOLVER_V2",
},
"cash_recovered_krw": {
"value": _value(packet.get("canonical_metrics", {}).get("cash_recovered_krw", scr.get("cash_recovered_krw"))),
"source_path": "Temp/final_decision_packet_active.json",
"formula_id": "FINAL_DECISION_PACKET_V4",
},
"performance_readiness_score": {
"value": truth.get("performance_readiness_score"),
"source_path": "Temp/operational_truth_score_v1.json",
"formula_id": "OPERATIONAL_TRUTH_SCORE_V1",
},
},
"required_copy_only_fields": [
"global_execution_gate",
"llm_allowed_actions",
"cash_shortfall_min_krw",
"cash_recovered_krw",
"performance_readiness_score",
],
"numeric_generation_allowed": 0,
}
save_json(args.out, result)
print(json.dumps(result, ensure_ascii=False, indent=2))
return 0
if __name__ == "__main__":
raise SystemExit(main())