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>
This commit is contained in:
2026-06-13 13:20:14 +09:00
commit ee3e799de1
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from __future__ import annotations
import json
import sys
from pathlib import Path
from typing import Any
ROOT = Path(__file__).resolve().parents[1]
DEFAULT_JSON = ROOT / "GatherTradingData.json"
def _load_json(path: Path) -> dict[str, Any]:
try:
data = json.loads(path.read_text(encoding="utf-8"))
except Exception:
return {}
return data if isinstance(data, dict) else {}
def _as_obj(v: Any) -> dict[str, Any]:
if isinstance(v, dict):
return v
if isinstance(v, str):
try:
p = json.loads(v)
return p if isinstance(p, dict) else {}
except Exception:
return {}
return {}
def main() -> int:
json_path = DEFAULT_JSON
if len(sys.argv) > 1:
json_path = Path(sys.argv[1])
if not json_path.is_absolute():
json_path = ROOT / json_path
data = _load_json(json_path)
h = _as_obj(data.get("hApex")) or _as_obj(_as_obj(data.get("data")).get("_harness_context")) or data
eg = _as_obj(h.get("export_gate_json"))
status = str(eg.get("json_validation_status") or "PENDING_EXPORT")
failed_checks = eg.get("failed_checks") or []
resolution_guide = eg.get("resolution_guide") or []
if not isinstance(failed_checks, list):
print("EXPORT_GATE_RESOLUTION_FAIL")
print("- failed_checks is not list")
return 1
if not isinstance(resolution_guide, list):
print("EXPORT_GATE_RESOLUTION_FAIL")
print("- resolution_guide is not list")
return 1
errors: list[str] = []
if status in ("REVIEW_ONLY", "PENDING_EXPORT", "EXPORT_BLOCKED_CRITICAL"):
if len(failed_checks) > 0 and len(resolution_guide) == 0:
errors.append("resolution_guide missing while failed_checks exist")
for idx, item in enumerate(resolution_guide):
text = str(item).strip()
if not text:
errors.append(f"resolution_guide[{idx}] empty")
if errors:
print("EXPORT_GATE_RESOLUTION_FAIL")
for e in errors:
print(f"- {e}")
return 1
print("EXPORT_GATE_RESOLUTION_OK")
print(f"status={status} failed_checks={len(failed_checks)} resolution_guide={len(resolution_guide)}")
return 0
if __name__ == "__main__":
raise SystemExit(main())