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 +1,93 @@
+from __future__ import annotations
+
+import argparse
+import json
+import subprocess
+from pathlib import Path
+from typing import Any
+
+
+ROOT = Path(__file__).resolve().parents[1]
+DEFAULT_JSON = ROOT / "GatherTradingData.json"
+DEFAULT_REBOUND = ROOT / "Temp" / "rebound_sell_efficiency_v1.json"
+DEFAULT_OUT = ROOT / "Temp" / "smart_cash_recovery_v5.json"
+TEMP_V4 = ROOT / "Temp" / "_smart_cash_recovery_v4_for_v5.json"
+
+
+def _load(path: Path) -> dict[str, Any]:
+    if not path.exists():
+        return {}
+    try:
+        obj = json.loads(path.read_text(encoding="utf-8"))
+    except Exception:
+        return {}
+    return obj if isinstance(obj, dict) else {}
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--json", default=str(DEFAULT_JSON))
+    ap.add_argument("--rebound", default=str(DEFAULT_REBOUND))
+    ap.add_argument("--out", default=str(DEFAULT_OUT))
+    args = ap.parse_args()
+
+    jp = Path(args.json)
+    rp = Path(args.rebound)
+    op = Path(args.out)
+    if not jp.is_absolute():
+        jp = ROOT / jp
+    if not rp.is_absolute():
+        rp = ROOT / rp
+    if not op.is_absolute():
+        op = ROOT / op
+
+    cmd = [
+        "python",
+        "tools/build_smart_cash_recovery_v4.py",
+        "--json",
+        str(jp),
+        "--rebound",
+        str(rp),
+        "--out",
+        str(TEMP_V4),
+    ]
+    proc = subprocess.run(cmd, cwd=str(ROOT), text=True, capture_output=True, encoding="utf-8", errors="replace")
+    if proc.returncode != 0:
+        print((proc.stdout or "") + (proc.stderr or ""))
+        return proc.returncode
+
+    v4 = _load(TEMP_V4)
+    result = dict(v4)
+    selected_combo = []
+    for row in result.get("selected_sell_combo") or []:
+        if isinstance(row, dict):
+            enriched = dict(row)
+            execution_allowed = bool(result.get("execution_allowed"))
+            enriched["hts_candidate"] = execution_allowed
+            enriched["ledger_only"] = not execution_allowed
+            enriched["execution_allowed"] = execution_allowed
+            enriched["execution_block_reason"] = (
+                "VALUE_DAMAGE_GT_10"
+                if not execution_allowed and float(result.get("value_damage_pct_avg") or 0.0) > 10.0
+                else ("SHORTFALL_UNCOVERED" if not bool(result.get("cash_shortfall_covered")) else "")
+            )
+            selected_combo.append(enriched)
+    if selected_combo:
+        result["selected_sell_combo"] = selected_combo
+    result["formula_id"] = "SMART_CASH_RECOVERY_V5"
+    result["upgraded_from"] = "SMART_CASH_RECOVERY_V4"
+    result["v5_enforced"] = {
+        "value_damage_pct_avg_max": 10.0,
+        "cash_shortfall_covered_required": True,
+        "hts_candidate_rows": len([r for r in selected_combo if r.get("hts_candidate")]),
+        "ledger_only_rows": len([r for r in selected_combo if r.get("ledger_only")]),
+    }
+
+    op.parent.mkdir(parents=True, exist_ok=True)
+    op.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())