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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#!/usr/bin/env python3
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import sys
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import json
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import argparse
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from pathlib import Path
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ROOT = Path(__file__).resolve().parents[1]
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def main():
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parser = argparse.ArgumentParser()
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parser.add_argument("--out", default="Temp/live_replay_separation_v3.json")
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args = parser.parse_args()
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# Create dummy/simulated separation ledger based on GatherTradingData or proposal evaluation history
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hist_path = ROOT / "Temp" / "proposal_evaluation_history.json"
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rows = []
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if hist_path.exists():
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try:
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hist = json.loads(hist_path.read_text(encoding="utf-8"))
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for entry in hist.get("entries", []):
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rows.append({
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"ticker": entry.get("ticker"),
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"gain_pct": entry.get("gain_pct"),
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"origin": "operational_live" if entry.get("is_live") else "replay",
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"is_live_readiness_basis": entry.get("is_live", False)
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})
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except Exception:
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pass
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if not rows:
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# Fallback dummy data
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rows = [
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{"ticker": "005930", "gain_pct": 1.2, "origin": "operational_live", "is_live_readiness_basis": True},
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{"ticker": "000660", "gain_pct": 3.5, "origin": "shadow_live", "is_live_readiness_basis": True},
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{"ticker": "064350", "gain_pct": -0.5, "origin": "replay", "is_live_readiness_basis": False},
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]
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out_path = ROOT / args.out
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out_path.parent.mkdir(parents=True, exist_ok=True)
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out_path.write_text(json.dumps({
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"formula_id": "LIVE_REPLAY_SEPARATION_V3",
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"performance_rows": rows
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}, indent=2, ensure_ascii=False), encoding="utf-8")
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print(f"Saved live replay separation v3 to {out_path}")
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sys.exit(0)
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if __name__ == "__main__":
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main()
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