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]
DEFAULT_JSON = ROOT / "Temp" / "formula_runtime_registry_v1.json"
def _load_json(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_JSON))
ap.add_argument("--target-coverage", type=float, default=100.0)
args = ap.parse_args()
json_path = Path(args.json)
if not json_path.is_absolute():
json_path = ROOT / json_path
payload = _load_json(json_path)
errors: list[str] = []
formula_id = str(payload.get("formula_id") or "")
total = int(payload.get("formula_total") or 0)
declared = int(payload.get("declared_runtime_count") or 0)
pct = float(payload.get("runtime_adjusted_coverage_pct") or 0.0)
unmapped = int(payload.get("unmapped_formula_count") or 0)
rows = payload.get("rows")
if formula_id != "FORMULA_IMPLEMENTATION_REGISTRY_V1":
errors.append(f"formula_id={formula_id}")
if total <= 0:
errors.append("formula_total<=0")
if declared != total:
errors.append(f"declared_runtime_count={declared}, formula_total={total}")
if pct < float(args.target_coverage):
errors.append(f"runtime_adjusted_coverage_pct={pct:.2f} < {args.target_coverage:.2f}")
if unmapped != 0:
errors.append(f"unmapped_formula_count={unmapped}")
if not isinstance(rows, list) or len(rows) != total:
errors.append("rows_invalid")
if errors:
print("FORMULA_IMPLEMENTATION_REGISTRY_V1_FAIL")
for err in errors:
print(f" {err}")
return 1
print("FORMULA_IMPLEMENTATION_REGISTRY_V1_OK")
print(f" formula_total: {total}")
print(f" runtime_adjusted_coverage_pct: {pct:.2f}%")
print(" unmapped_formula_count: 0")
return 0
if __name__ == "__main__":
raise SystemExit(main())