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 +1,89 @@
+from __future__ import annotations
+
+import argparse
+import json
+from pathlib import Path
+from typing import Any
+
+
+ROOT = Path(__file__).resolve().parents[1]
+DEFAULT_REPORT = ROOT / "Temp" / "operational_report.json"
+DEFAULT_OUT = ROOT / "Temp" / "strategy_harness_score.json"
+
+
+def _load(path: Path) -> dict[str, Any]:
+    data = json.loads(path.read_text(encoding="utf-8"))
+    return data if isinstance(data, dict) else {}
+
+
+def _section_map(report: dict[str, Any]) -> dict[str, dict[str, Any]]:
+    rows = report.get("sections") or []
+    out: dict[str, dict[str, Any]] = {}
+    for row in rows:
+        if isinstance(row, dict):
+            name = str(row.get("name") or "")
+            if name:
+                out[name] = row
+    return out
+
+
+def main() -> int:
+    p = argparse.ArgumentParser()
+    p.add_argument("--report-json", default=str(DEFAULT_REPORT))
+    p.add_argument("--out", default=str(DEFAULT_OUT))
+    args = p.parse_args()
+
+    report_path = Path(args.report_json)
+    out_path = Path(args.out)
+    if not report_path.is_absolute():
+        report_path = ROOT / report_path
+    if not out_path.is_absolute():
+        out_path = ROOT / out_path
+
+    report = _load(report_path)
+    sec = _section_map(report)
+    summary = report.get("summary") if isinstance(report.get("summary"), dict) else {}
+
+    checks = [
+        ("routing_trace", "routing_serving_trace" in sec),
+        ("serving_trace_v2", "routing_serving_trace_v2" in sec),
+        ("export_gate_diag", "export_gate_diagnosis" in sec),
+        ("decision_trace", "decision_trace_table" in sec),
+        ("buy_sell_blueprint", "concise_hts_input_sheet" in sec),
+        ("watch_ledger", "reference_price_ledger" in sec),
+        ("fundamental_v1", "fundamental_quality_gate_v1" in sec),
+        ("fundamental_v2", "fundamental_multifactor_v2" in sec),
+        ("horizon_lock", "horizon_allocation_lock_v1" in sec),
+        ("smart_money_liquidity", "smart_money_liquidity_gate_v1" in sec),
+        ("growth_quality", "earnings_growth_quality_v1" in sec),
+        ("market_share_proxy", "market_share_proxy_v1" in sec),
+        ("cashflow_stability", "cashflow_stability_v1" in sec),
+        ("routing_decision_explain", "routing_decision_explain_v1" in sec),
+        ("cash_recovery_plan", "cash_recovery_plan_crdl" in sec),
+        ("heat_present", bool(summary.get("found_heat"))),
+        ("settlement_present", bool(summary.get("found_settlement"))),
+        ("canonical_order_ok", bool(summary.get("canonical_order_ok"))),
+        ("json_validation_status_present", bool(summary.get("json_validation_status"))),
+    ]
+
+    passed = sum(1 for _, ok in checks if ok)
+    total = len(checks)
+    score = round(passed / total * 100, 2) if total else 0.0
+    missing = [name for name, ok in checks if not ok]
+
+    result = {
+        "score_pct": score,
+        "passed": passed,
+        "total": total,
+        "status": "PASS_100" if score == 100.0 else ("PASS" if score >= 95 else "NEEDS_UPGRADE"),
+        "missing": missing,
+        "checks": [{"name": n, "ok": ok} for n, ok in checks],
+    }
+    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())