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 argparse
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import sys
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import os
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import json
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import time
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import subprocess
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import hashlib
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from pathlib import Path
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import yaml
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ROOT = Path(__file__).resolve().parents[1]
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LINEAGE_LOG = ROOT / "runtime" / "lineage_events.jsonl"
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REPORT = ROOT / "Temp" / "release_dag_run_v3.json"
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def file_sha256(path: Path) -> str:
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if not path.exists():
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return ""
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h = hashlib.sha256()
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try:
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with path.open("rb") as f:
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for chunk in iter(lambda: f.read(65536), b""):
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h.update(chunk)
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return h.hexdigest()
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except Exception:
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return ""
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def compute_combined_hash(paths: list[str]) -> str:
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hashes = []
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for p in paths:
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path = ROOT / p
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h = file_sha256(path)
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if h:
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hashes.append(h)
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if not hashes:
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return ""
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return hashlib.sha256("".join(hashes).encode("utf-8")).hexdigest()
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def main() -> int:
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parser = argparse.ArgumentParser()
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parser.add_argument("--dag", default="spec/41_release_dag.yaml")
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parser.add_argument(
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"--mode",
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choices=["release", "quick", "package-only", "audit-only", "full"],
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default="release"
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)
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parser.add_argument("--strict", action="store_true")
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args = parser.parse_args()
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dag_path = ROOT / args.dag
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if not dag_path.exists():
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print(f"DAG file not found: {dag_path}")
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return 1
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try:
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data = yaml.safe_load(dag_path.read_text(encoding="utf-8"))
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except Exception as e:
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print(f"Error parsing YAML: {e}")
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return 1
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nodes = data["dag"]["nodes"]
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# 1. Identify target nodes based on mode
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target_nodes = []
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if args.mode == "release":
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target_nodes = [nid for nid in nodes if nid.startswith("validate_")]
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elif args.mode == "quick":
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target_nodes = ["validate_specs", "validate_active_manifest"]
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elif args.mode == "package-only":
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target_nodes = [nid for nid in nodes if nid.startswith("build_")] + ["prepare_zip"]
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elif args.mode == "audit-only":
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target_nodes = [nid for nid in nodes if nid.startswith("audit_")]
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else: # full
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target_nodes = list(nodes.keys())
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# 2. Compute closure
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closure = set()
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def add_to_closure(nid):
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if nid not in closure:
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closure.add(nid)
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for dep in nodes[nid].get("depends_on") or []:
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if dep in nodes:
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add_to_closure(dep)
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for nid in target_nodes:
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add_to_closure(nid)
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# 3. Topological sort of closure
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visited = set()
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temp = set()
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order = []
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def visit(nid):
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if nid in temp:
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raise ValueError(f"Cycle detected involving {nid}")
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if nid not in visited:
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temp.add(nid)
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for dep in nodes[nid].get("depends_on") or []:
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if dep in closure:
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visit(dep)
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temp.remove(nid)
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visited.add(nid)
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order.append(nid)
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for nid in closure:
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if nid not in visited:
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try:
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visit(nid)
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except ValueError as e:
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print(e)
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return 1
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steps_run = []
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success = True
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LINEAGE_LOG.parent.mkdir(parents=True, exist_ok=True)
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print(f"Executing DAG mode: {args.mode} (closure size: {len(order)})")
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for nid in order:
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node = nodes[nid]
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# Optimization: skip build nodes if outputs exist and mode is "release" (optional, but keep it deterministic for now)
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# For now, run everything in the closure.
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cmd = list(node["command"])
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if cmd and cmd[0] == "python":
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cmd[0] = sys.executable
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print(f"Running node: {nid} ...")
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start_time = time.time()
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input_hash = compute_combined_hash(node.get("inputs") or [])
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env = dict(os.environ)
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env["PYTHONPATH"] = str(ROOT) + os.pathsep + env.get("PYTHONPATH", "")
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proc = subprocess.run(
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cmd,
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cwd=ROOT,
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capture_output=True,
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text=True,
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encoding="utf-8",
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errors="replace",
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env=env
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)
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elapsed = round(time.time() - start_time, 3)
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output_hash = compute_combined_hash(node.get("outputs") or [])
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gate = "PASS" if proc.returncode == 0 else "FAIL"
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# Log lineage event
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event = {
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"node_id": nid,
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"command": " ".join(cmd),
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"returncode": proc.returncode,
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"elapsed_sec": elapsed,
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"gate": gate,
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"input_hash": input_hash,
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"output_hash": output_hash,
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"timestamp": time.strftime("%Y-%m-%dT%H:%M:%SZ", time.gmtime())
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}
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with LINEAGE_LOG.open("a", encoding="utf-8") as lf:
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lf.write(json.dumps(event, ensure_ascii=False) + "\n")
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steps_run.append({
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"node_id": nid,
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"command": " ".join(cmd),
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"returncode": proc.returncode,
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"gate": gate,
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"executed_due_to_dependency": nid not in target_nodes
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})
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if proc.returncode != 0:
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print(f"Node {nid} failed with returncode {proc.returncode}")
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print(proc.stderr)
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success = False
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if node.get("strict", True) or args.strict:
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break
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# Save report
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REPORT.parent.mkdir(parents=True, exist_ok=True)
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REPORT.write_text(json.dumps({
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"formula_id": "RELEASE_DAG_RUN_V4",
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"mode": args.mode,
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"steps": steps_run,
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"gate": "PASS" if success else "FAIL"
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}, ensure_ascii=False, indent=2), encoding="utf-8")
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print(json.dumps({
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"formula_id": "RELEASE_DAG_RUN_V4",
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"mode": args.mode,
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"step_count": len(steps_run),
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"gate": "PASS" if success else "FAIL"
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}, ensure_ascii=True, indent=2))
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return 0 if success else 1
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if __name__ == "__main__":
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sys.exit(main())
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