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
@@ -0,0 +1,59 @@
+from __future__ import annotations
+
+import json
+from pathlib import Path
+
+import pandas as pd
+
+from convert_xlsx_to_json import find_header_row, clean_dataframe, normalize_code
+
+
+ROOT = Path(__file__).resolve().parents[1]
+XLSX = ROOT / "GatherTradingData.xlsx"
+JSON_PATH = ROOT / "GatherTradingData.json"
+
+
+def validate_conversion(xlsx_path: Path, json_path: Path) -> int:
+    print(f"Validating {xlsx_path.name} vs {json_path.name}...")
+    payload = json.loads(json_path.read_text(encoding="utf-8"))
+    json_data = payload["data"]
+    xl = pd.ExcelFile(xlsx_path)
+    errors: list[str] = []
+
+    for sheet in xl.sheet_names:
+        if sheet.startswith("cs_chunk_"):
+            continue
+        if sheet not in json_data:
+            errors.append(f"{sheet}: missing in JSON")
+            continue
+        header_row = find_header_row(xlsx_path, sheet)
+        df = pd.read_excel(xlsx_path, sheet_name=sheet, header=header_row)
+        df = clean_dataframe(df)
+        expected_rows = len(df)
+        actual = json_data[sheet]
+        actual_rows = len(actual) if hasattr(actual, "__len__") else 0
+        if expected_rows != actual_rows:
+            errors.append(f"{sheet}: XLSX rows={expected_rows} JSON rows={actual_rows}")
+            continue
+        if isinstance(actual, list) and actual:
+            columns = set(df.columns)
+            json_columns = set(actual[0])
+            if not columns <= json_columns:
+                errors.append(f"{sheet}: JSON missing columns sample={sorted(columns - json_columns)[:10]}")
+            if "Ticker" in columns:
+                xlsx_ticker = normalize_code(df.iloc[0]["Ticker"])
+                json_ticker = str(actual[0].get("Ticker", ""))
+                if xlsx_ticker != json_ticker:
+                    errors.append(f"{sheet}: first Ticker mismatch XLSX={xlsx_ticker} JSON={json_ticker}")
+
+    if errors:
+        print("JSON CONVERSION VALIDATION FAIL")
+        for err in errors:
+            print(f"- {err}")
+        return 1
+    print("JSON CONVERSION VALIDATION OK")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(validate_conversion(XLSX, JSON_PATH))