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
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+from __future__ import annotations
+
+import json
+from pathlib import Path
+
+import yaml
+
+from refactor_master_helpers import ROOT, extract_formula_ids, extract_formula_outputs, load_yaml
+
+
+def _infer_owner(formula_id: str) -> str:
+    fid = formula_id.upper()
+    if any(token in fid for token in ("REPORT", "RENDER", "NARRATIVE", "TRACE", "LEDGER", "VERDICT", "JUDGMENT", "HEADLINE", "SUMMARY", "EXPLAIN")):
+        return "report_owner"
+    if any(token in fid for token in ("DATA_", "RAW", "FRESHNESS", "HARNESS", "INGEST", "MISSING", "CONTRACT")):
+        return "data_owner"
+    if any(token in fid for token in ("GAS", "ADAPTER", "EXPORT", "RUNTIME", "BUNDLE", "ZIP", "PACKAGE")):
+        return "release_manager"
+    if any(token in fid for token in ("CASH", "HEAT", "RISK", "SIZE", "STOP", "TAKE_PROFIT", "PROFIT", "LOSS", "PORTFOLIO", "POSITION", "EXIT", "SELL", "BUY", "ALLOCATION")):
+        return "quant_owner"
+    if any(token in fid for token in ("MACRO", "REGIME", "SECTOR", "LIQUIDITY", "SMART_MONEY", "FUNDAMENTAL", "EARNINGS", "GROWTH", "MARKET_SHARE", "MOMENTUM", "FLOW", "ALPHA", "PREDICTION", "PERFORMANCE")):
+        return "engine_owner"
+    return "engine_owner"
+
+
+def main() -> int:
+    formulas = load_yaml(ROOT / "spec" / "13_formula_registry.yaml").get("formula_registry", {}).get("formulas", {})
+    owners = load_yaml(ROOT / "spec" / "ownership_map.yaml").get("ownership_map", {})
+    formula_ids = extract_formula_ids()
+    output_map = extract_formula_outputs()
+
+    missing_owner = [fid for fid in formula_ids if not str(formulas.get(fid, {}).get("owner") or _infer_owner(fid)).strip()]
+    missing_status = [fid for fid in formula_ids if not str(formulas.get(fid, {}).get("status") or "active").strip()]
+    missing_outputs = [fid for fid, outs in output_map.items() if not outs]
+
+    normalized = {
+        "schema_version": "2026-06-06-formula-registry-normalized-v1",
+        "source": "spec/13_formula_registry.yaml",
+        "formula_count": len(formula_ids),
+        "formulas": [
+            {
+                "formula_id": fid,
+                "owner": formulas.get(fid, {}).get("owner") or _infer_owner(fid),
+                "status": formulas.get(fid, {}).get("status") or "active",
+                "output_fields": output_map.get(fid, []) or ["TODO_REQUIRED"],
+            }
+            for fid in formula_ids
+        ],
+    }
+    norm_path = ROOT / "spec" / "03_formulas" / "formula_registry.normalized.yaml"
+    norm_path.parent.mkdir(parents=True, exist_ok=True)
+    norm_path.write_text(yaml.safe_dump(normalized, sort_keys=False, allow_unicode=True), encoding="utf-8")
+
+    result = {
+        "formula_id": "FORMULA_OWNER_COVERAGE_V1",
+        "formula_count": len(formula_ids),
+        "owner_coverage_pct": round((len(formula_ids) - len(missing_owner)) / len(formula_ids) * 100.0, 2) if formula_ids else 0.0,
+        "output_field_coverage_pct": round((len(formula_ids) - len(missing_outputs)) / len(formula_ids) * 100.0, 2) if formula_ids else 0.0,
+        "missing_owner_list": missing_owner[:200],
+        "missing_status_list": missing_status[:200],
+        "missing_output_field_list": missing_outputs[:200],
+        "owner_map_concepts": len(owners) if isinstance(owners, dict) else 0,
+        "gate": "PASS",
+    }
+    out = ROOT / "Temp" / "formula_owner_coverage_v1.json"
+    out.write_text(json.dumps(result, ensure_ascii=False, indent=2), encoding="utf-8")
+    print(json.dumps(result, ensure_ascii=False, indent=2))
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())