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
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+"""validate_execution_precedence_lock_v2.py — P0-004 수용 검증기
+
+AUDIT_ONLY 상태에서 HTS 주문 행수가 0이고,
+child_engine_internal_allowed와 global_execution_gate가 명시적으로 분리됨을 검증한다.
+"""
+from __future__ import annotations
+
+import json
+from pathlib import Path
+
+from v7_hardening_common import ROOT, TEMP, load_json, save_json
+
+DEFAULT_OUT = TEMP / "execution_precedence_lock_v2.json"
+
+
+def main() -> int:
+    v4 = load_json(TEMP / "final_execution_decision_v4.json")
+    scr = (
+        load_json(TEMP / "smart_cash_recovery_v7.json")
+        or load_json(TEMP / "smart_cash_recovery_v6.json")
+        or load_json(TEMP / "smart_cash_recovery_v5.json")
+    )
+
+    errors: list[str] = []
+
+    if not v4:
+        errors.append("final_execution_decision_v4.json not found — run build_final_execution_decision_v4.py")
+    else:
+        global_gate = str(v4.get("global_execution_gate") or "")
+        hts_count = int(v4.get("hts_order_count") or 0)
+        child_internal = v4.get("child_engine_internal_allowed")
+
+        # AUDIT_ONLY에서 HTS 주문 수는 반드시 0
+        if global_gate == "AUDIT_ONLY" and hts_count > 0:
+            errors.append(f"AUDIT_ONLY 상태에서 hts_order_count={hts_count} > 0 — P0-004 위반")
+
+        # child_engine_internal_allowed 필드가 존재해야 함
+        if "child_engine_internal_allowed" not in v4:
+            errors.append("child_engine_internal_allowed 필드 누락 — P0-004 명시적 분리 미완")
+
+        # child=true이더라도 global=AUDIT_ONLY이면 HTS 0임을 확인
+        if child_internal is True and global_gate == "AUDIT_ONLY" and hts_count == 0:
+            pass  # 정상 상태
+
+        # smart_cash의 execution_allowed가 있더라도 v4에서 명시적으로 분리됐는지
+        scr_exec = scr.get("execution_allowed")
+        if scr_exec is True and global_gate == "AUDIT_ONLY":
+            # child가 허용이어도 global이 AUDIT_ONLY면 HTS 0이어야 함 → 이미 체크됨
+            pass
+
+        # precedence_note 또는 child_execution_state 존재
+        if "child_execution_state" not in v4:
+            errors.append("child_execution_state 필드 누락")
+
+    status = "PASS" if not errors else "FAIL"
+    result = {
+        "formula_id": "EXECUTION_PRECEDENCE_LOCK_V2",
+        "status": status,
+        "errors": errors,
+        "global_execution_gate": v4.get("global_execution_gate") if v4 else "MISSING",
+        "hts_order_count": v4.get("hts_order_count") if v4 else None,
+        "child_engine_internal_allowed": v4.get("child_engine_internal_allowed") if v4 else None,
+        "child_execution_state": v4.get("child_execution_state") if v4 else None,
+    }
+    save_json(str(DEFAULT_OUT), result)
+    print(json.dumps(result, ensure_ascii=False, indent=2))
+    if status == "PASS":
+        print("EXECUTION_PRECEDENCE_LOCK_V2_OK")
+    else:
+        print("EXECUTION_PRECEDENCE_LOCK_V2_FAIL")
+        for e in errors:
+            print(f"  ERROR: {e}")
+    return 0 if status == "PASS" else 1
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())