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 +1,67 @@
+from __future__ import annotations
+
+import argparse
+import json
+from pathlib import Path
+
+import yaml
+
+
+ROOT = Path(__file__).resolve().parents[1]
+REQUIRED_KEYS = [
+    "RetirementAssetPortfolio.yaml",
+    "AGENTS.md",
+    "spec/13_formula_registry.yaml",
+    "spec/12_field_dictionary.yaml",
+    "Temp/final_decision_packet_v4.json",
+    "spec/46_low_capability_execution_pack.yaml",
+]
+
+
+def _bundle_map(path: Path) -> dict[str, str]:
+    data = yaml.safe_load(path.read_text(encoding="utf-8")) or {}
+    content = data.get("bundle_content") if isinstance(data.get("bundle_content"), dict) else {}
+    return {str(k): str(v) for k, v in content.items()}
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--full", default="dist/retirement_portfolio_bundle.yaml")
+    ap.add_argument("--compact", default="dist/retirement_portfolio_compact.yaml")
+    ap.add_argument("--ultra", default="dist/retirement_portfolio_ultra_compact.yaml")
+    args = ap.parse_args()
+    paths = [ROOT / args.full, ROOT / args.compact, ROOT / args.ultra]
+    missing = [str(p) for p in paths if not p.exists()]
+    if missing:
+        payload = {"formula_id": "COMPACT_BUNDLE_EQUIVALENCE_V1", "gate": "FAIL", "missing": missing}
+        print(json.dumps(payload, ensure_ascii=True, indent=2))
+        return 1
+
+    maps = [_bundle_map(path) for path in paths]
+    anchor = maps[0]
+    mismatches: list[str] = []
+    for required in REQUIRED_KEYS:
+        src = anchor.get(required.replace("/", "__").replace(".", "_"))
+        if src is None:
+            mismatches.append(f"missing:{required}")
+            continue
+        for idx, bundle_map in enumerate(maps[1:], start=2):
+            other = bundle_map.get(required.replace("/", "__").replace(".", "_"))
+            if other != src:
+                mismatches.append(f"bundle{idx}:{required}")
+    ok = not mismatches
+    payload = {
+        "formula_id": "COMPACT_BUNDLE_EQUIVALENCE_V1",
+        "gate": "PASS" if ok else "FAIL",
+        "bundle_count": len(paths),
+        "checked_keys": REQUIRED_KEYS,
+        "mismatches": mismatches[:200],
+    }
+    out = ROOT / "Temp" / "compact_bundle_equivalence_v1.json"
+    out.write_text(json.dumps(payload, ensure_ascii=False, indent=2), encoding="utf-8")
+    print(json.dumps(payload, ensure_ascii=True, indent=2))
+    return 0 if ok else 1
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())