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 +1,64 @@
+from __future__ import annotations
+
+import argparse
+import json
+from pathlib import Path
+from typing import Any
+
+
+ROOT = Path(__file__).resolve().parents[1]
+DEFAULT_OUT = ROOT / "Temp" / "root_cause_attribution_v1.json"
+
+
+def _load(path: Path) -> dict[str, Any]:
+    if not path.exists():
+        return {}
+    data = json.loads(path.read_text(encoding="utf-8"))
+    return data if isinstance(data, dict) else {}
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--out", default=str(DEFAULT_OUT))
+    args = ap.parse_args()
+
+    out_path = Path(args.out)
+    if not out_path.is_absolute():
+        out_path = ROOT / out_path
+
+    di = _load(ROOT / "Temp" / "data_integrity_score_v1.json")
+    dv = _load(ROOT / "Temp" / "derivation_validity_score_v1.json")
+    eg = _load(ROOT / "Temp" / "engine_harness_gate_result.json")
+    failed = eg.get("failed_checks") if isinstance(eg.get("failed_checks"), list) else []
+
+    data_risk = max(0.0, 100.0 - float(di.get("score") or 0.0))
+    deriv_risk = max(0.0, 100.0 - float(dv.get("score") or 0.0))
+    decision_risk = 20.0 if any("BUY_BLOCK" in x or "LOCK" in x for x in failed) else 5.0
+    execution_risk = 20.0 if any("report_quality" in x for x in failed) else 5.0
+
+    total = data_risk + deriv_risk + decision_risk + execution_risk
+    if total <= 0:
+        total = 1.0
+    breakdown = {
+        "data": round(data_risk / total * 100.0, 2),
+        "derivation": round(deriv_risk / total * 100.0, 2),
+        "decision": round(decision_risk / total * 100.0, 2),
+        "execution": round(execution_risk / total * 100.0, 2),
+    }
+    top = max(breakdown, key=breakdown.get)
+
+    result = {
+        "formula_id": "ROOT_CAUSE_ATTRIBUTION_V1",
+        "breakdown_pct": breakdown,
+        "top_priority_layer": top,
+        "failed_checks": failed,
+    }
+    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=False, indent=2))
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())
+