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
1474 changed files with 176087 additions and 0 deletions
+192
View File
@@ -0,0 +1,192 @@
#!/usr/bin/env python3
"""
validate_json_generator_outputs_v1.py — py→json 생성기 출력 검증 하네스.
호출 성공 여부가 아니라 실제 출력 내용이 계약을 충족하는지 검증한다.
"""
from __future__ import annotations
import argparse
import json
from pathlib import Path
from typing import Any
ROOT = Path(__file__).resolve().parents[1]
TEMP = ROOT / "Temp"
CONTRACTS = [
{
"id": "computed_harness_v1",
"file": "Temp/computed_harness_v1.json",
"generator": "src/quant_engine/compute_formula_outputs.py",
"required_keys": ["order_blueprint_json", "cash_recovery_plan_json", "per_ticker", "meta"],
"non_null_keys": ["per_ticker", "meta"],
"list_non_empty_keys": ["per_ticker"],
"nested": [
{"path": ["meta", "formulas_run"], "type": "list"},
{"path": ["meta", "source_file"], "type": "str_nonempty"},
],
},
{
"id": "final_decision_packet_active",
"file": "Temp/final_decision_packet_active.json",
"generator": "tools/build_packet_from_context_v1.py (inject_computed_harness 포함)",
"required_keys": ["formula_id", "meta", "canonical_metrics", "pass_100", "execution_readiness", "prediction"],
"non_null_keys": ["formula_id", "pass_100", "execution_readiness"],
"list_non_empty_keys": [],
"nested": [
{"path": ["pass_100", "gate"], "type": "str_nonempty"},
{"path": ["execution_readiness", "gate"], "type": "str_nonempty"},
{"path": ["canonical_metrics", "total_asset_krw"], "type": "numeric_or_none_warn"},
],
},
{
"id": "operational_report",
"file": "Temp/operational_report.json",
"generator": "tools/render_operational_report.py",
"required_keys": ["schema_version", "generated_at", "sections", "section_errors"],
"non_null_keys": ["sections"],
"list_non_empty_keys": ["sections"],
"nested": [
{"path": ["section_count"], "type": "int_ge", "min": 30},
],
},
]
def _get_nested(data: Any, path: list) -> Any:
cur = data
for k in path:
if isinstance(cur, dict):
cur = cur.get(k)
else:
return None
return cur
def _check_contract(contract: dict, errors: list, warns: list) -> bool:
fpath = ROOT / contract["file"]
cid = contract["id"]
if not fpath.exists():
errors.append(f"[{cid}] 파일 없음: {contract['file']}")
return False
try:
data = json.loads(fpath.read_text(encoding="utf-8"))
except Exception as exc:
errors.append(f"[{cid}] JSON 파싱 실패: {exc}")
return False
if not isinstance(data, dict):
errors.append(f"[{cid}] 루트가 dict가 아님: {type(data).__name__}")
return False
ok = True
for k in contract.get("required_keys", []):
if k not in data:
errors.append(f"[{cid}] 필수 키 누락: {k}")
ok = False
for k in contract.get("non_null_keys", []):
if data.get(k) is None:
errors.append(f"[{cid}] 필수 키가 null: {k}")
ok = False
for k in contract.get("list_non_empty_keys", []):
val = data.get(k)
if not isinstance(val, list) or len(val) == 0:
errors.append(f"[{cid}] 리스트가 비어있음: {k} (got {type(val).__name__} len={len(val) if isinstance(val, list) else '?'})")
ok = False
for nc in contract.get("nested", []):
path = nc["path"]
chk = nc["type"]
val = _get_nested(data, path)
dotted = ".".join(str(p) for p in path)
if chk == "list":
if not isinstance(val, list):
errors.append(f"[{cid}] {dotted}: list 필요, got {type(val).__name__} ({val!r:.50})")
ok = False
elif chk == "str_nonempty":
if not isinstance(val, str) or not val.strip():
errors.append(f"[{cid}] {dotted}: 비어있지 않은 str 필요, got {val!r}")
ok = False
elif chk == "int_ge":
mn = nc.get("min", 0)
if not isinstance(val, int) or val < mn:
errors.append(f"[{cid}] {dotted}: int>={mn} 필요, got {val!r}")
ok = False
elif chk == "numeric_or_none_warn":
# 프로버넌스 래핑 dict {"value": N, ...} 허용
actual = val.get("value") if isinstance(val, dict) else val
if actual is None:
warns.append(f"[{cid}] {dotted}: null (아직 집계 안 됐을 수 있음)")
elif not isinstance(actual, (int, float)):
errors.append(f"[{cid}] {dotted}: numeric 필요, got {type(actual).__name__} {actual!r}")
ok = False
return ok
def main() -> int:
ap = argparse.ArgumentParser()
ap.add_argument("--strict-warns", action="store_true",
help="경고도 FAIL 처리")
args = ap.parse_args()
all_errors: list[str] = []
all_warns: list[str] = []
contract_results = []
for contract in CONTRACTS:
errs: list[str] = []
wrns: list[str] = []
passed = _check_contract(contract, errs, wrns)
contract_results.append({
"id": contract["id"],
"file": contract["file"],
"generator": contract["generator"],
"gate": "PASS" if (passed and not (args.strict_warns and wrns)) else "FAIL",
"errors": errs,
"warns": wrns,
})
all_errors.extend(errs)
all_warns.extend(wrns)
overall_ok = len(all_errors) == 0 and not (args.strict_warns and all_warns)
gate = "PASS" if overall_ok else "FAIL"
result = {
"formula_id": "JSON_GENERATOR_OUTPUT_HARNESS_V1",
"contracts_total": len(CONTRACTS),
"error_count": len(all_errors),
"warn_count": len(all_warns),
"gate": gate,
"contracts": contract_results,
"errors": all_errors,
"warns": all_warns,
}
out = TEMP / "json_generator_outputs_v1.json"
out.parent.mkdir(parents=True, exist_ok=True)
out.write_text(json.dumps(result, indent=2, ensure_ascii=False), encoding="utf-8")
for cr in contract_results:
status = cr["gate"]
print(f" [{status}] {cr['id']} ({cr['file']})")
for e in cr["errors"]:
print(f" ERROR: {e}")
for w in cr["warns"]:
print(f" WARN: {w}")
print(f"JSON_GENERATOR_OUTPUT_HARNESS: gate={gate} errors={len(all_errors)} warns={len(all_warns)}")
print(f"OUTPUT: {out}")
return 0 if overall_ok else 1
if __name__ == "__main__":
import sys
sys.exit(main())