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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from __future__ import annotations
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import argparse
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import json
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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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REQUIRED_FIELDS = [
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"factor_id",
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"hypothesis",
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"market_regime_applicability",
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"horizon",
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"decay_half_life",
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"input_fields",
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"formula_id",
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"data_quality_requirements",
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"expected_edge_formula",
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"conflict_precedence",
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"position_sizing_impact",
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"exit_impact",
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"golden_cases",
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"shadow_start_date",
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"activation_threshold",
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"retirement_condition",
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"owner",
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]
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def main() -> int:
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ap = argparse.ArgumentParser()
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ap.add_argument("--taxonomy", default="spec/43_quant_factor_taxonomy.yaml")
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args = ap.parse_args()
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path = ROOT / args.taxonomy if not Path(args.taxonomy).is_absolute() else Path(args.taxonomy)
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data = yaml.safe_load(path.read_text(encoding="utf-8")) if path.exists() else {}
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lifecycle_fields = data.get("required_lifecycle_fields") if isinstance(data, dict) else []
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if not isinstance(lifecycle_fields, list):
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lifecycle_fields = []
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missing = [field for field in REQUIRED_FIELDS if field not in lifecycle_fields]
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ok = not missing
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payload = {
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"formula_id": "FACTOR_LIFECYCLE_V1",
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"gate": "PASS" if ok else "FAIL",
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"missing_fields": missing,
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"required_field_count": len(REQUIRED_FIELDS),
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}
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out = ROOT / "Temp" / "factor_lifecycle_v1.json"
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out.write_text(json.dumps(payload, ensure_ascii=False, indent=2), encoding="utf-8")
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print(json.dumps(payload, ensure_ascii=True, indent=2))
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return 0 if ok else 1
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if __name__ == "__main__":
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raise SystemExit(main())
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