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
commit ee3e799de1
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#!/usr/bin/env python3
import sys
import json
import argparse
from datetime import datetime
import zoneinfo
def main():
parser = argparse.ArgumentParser()
parser.add_argument("--timezone", default="Asia/Seoul")
parser.add_argument("--out", default="Temp/operating_cadence_signal_v1.json")
args = parser.parse_args()
# Detect current KST date
tz = zoneinfo.ZoneInfo(args.timezone)
now = datetime.now(tz)
day_name = now.strftime("%A")
date_day = now.day
rebalance_required = day_name in ("Saturday", "Sunday")
interim_check_required = date_day in (1, 11, 21)
result = {
"formula_id": "OPERATING_CADENCE_SIGNAL_V1",
"timestamp": now.isoformat(),
"day_of_week": day_name,
"day_of_month": date_day,
"rebalance_required": rebalance_required,
"interim_check_required": interim_check_required
}
from pathlib import Path
ROOT = Path(__file__).resolve().parents[1]
out_path = ROOT / args.out
out_path.parent.mkdir(parents=True, exist_ok=True)
out_path.write_text(json.dumps(result, indent=2, ensure_ascii=False), encoding="utf-8")
print(f"Saved operating cadence signal to {out_path}")
sys.exit(0)
if __name__ == "__main__":
main()