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 argparse
import json
from pathlib import Path
from typing import Any
ROOT = Path(__file__).resolve().parents[1]
# V2 is the current active artifact; fall back to V1 path if absent
_V2_PATH = ROOT / "Temp" / "final_execution_decision_v2.json"
_V1_PATH = ROOT / "Temp" / "final_execution_decision_v1.json"
DEFAULT_PATH = _V2_PATH if _V2_PATH.exists() else _V1_PATH
def _load(path: Path) -> dict[str, Any]:
if not path.exists():
return {}
try:
obj = json.loads(path.read_text(encoding="utf-8"))
except Exception:
return {}
return obj if isinstance(obj, dict) else {}
def main() -> int:
ap = argparse.ArgumentParser()
ap.add_argument("--json", default=str(DEFAULT_PATH))
args = ap.parse_args()
path = Path(args.json)
if not path.is_absolute():
path = ROOT / path
payload = _load(path)
errors: list[str] = []
if str(payload.get("formula_id") or "") not in {"FINAL_EXECUTION_DECISION_V1", "FINAL_EXECUTION_DECISION_V2"}:
errors.append("formula_id mismatch")
gate = str(payload.get("global_execution_gate") or "")
if gate not in {"HTS_READY", "EXPLAIN_ONLY", "AUDIT_ONLY"}:
errors.append(f"global_execution_gate={gate}")
if not isinstance(payload.get("buy_allowed"), bool):
errors.append("buy_allowed must be bool")
if not isinstance(payload.get("sell_allowed"), bool):
errors.append("sell_allowed must be bool")
if not isinstance(payload.get("hts_order_count"), int):
errors.append("hts_order_count must be int")
if not isinstance(payload.get("reason_codes"), list):
errors.append("reason_codes must be list")
if not isinstance(payload.get("llm_allowed_actions"), list):
errors.append("llm_allowed_actions must be list")
if gate != "HTS_READY" and int(payload.get("hts_order_count") or 0) != 0:
errors.append("non-HTS_READY decision must have hts_order_count=0")
if errors:
print("FINAL_EXECUTION_DECISION_V1_FAIL")
for err in errors:
print(f" {err}")
return 1
print("FINAL_EXECUTION_DECISION_V1_OK")
print(f" global_execution_gate: {gate}")
print(f" hts_order_count: {int(payload.get('hts_order_count') or 0)}")
return 0
if __name__ == "__main__":
raise SystemExit(main())