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
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+"""validate_llm_copy_only_output_v1.py — P5-T03: LLM copy-only output validation.
+
+Verifies that the operational report does not:
+1. Contradict the final_decision_packet gate/execution_readiness
+2. Add freeform numeric calculations not backed by the packet
+3. Include forbidden sections when packet is in blocked/cash-floor state
+
+formula_id: VALIDATE_LLM_COPY_ONLY_OUTPUT_V1
+"""
+from __future__ import annotations
+
+import argparse
+import json
+import re
+import sys
+from pathlib import Path
+
+ROOT = Path(__file__).resolve().parents[1]
+
+DEFAULT_PACKET = ROOT / "Temp" / "final_decision_packet_active.json"
+DEFAULT_REPORT = ROOT / "Temp" / "operational_report.json"
+
+FORBIDDEN_TOKENS = [
+    # LLM should not calculate these independently
+    r"매수\s*평균가\s*=",
+    r"예상\s*수익률\s*=",
+    r"예상\s*손실\s*=",
+    r"계산된\s*목표가",
+]
+
+REQUIRED_REPORT_SECTIONS = [
+    "exec_safety_declaration",
+    "final_judgment_table",
+    "final_execution_decision",
+]
+
+
+def _load_json(path: Path) -> dict:
+    if not path.exists():
+        return {"_missing": True, "_path": str(path)}
+    try:
+        return json.loads(path.read_text(encoding="utf-8"))
+    except Exception as e:
+        return {"_error": str(e), "_path": str(path)}
+
+
+def _packet_gate(packet: dict) -> str:
+    er = packet.get("execution_readiness") or {}
+    gate = str(er.get("gate") or "")
+    if gate:
+        return gate
+    pass100 = packet.get("pass_100") or {}
+    if isinstance(pass100, dict):
+        return str(pass100.get("gate") or "UNKNOWN")
+    return "UNKNOWN"
+
+
+def _report_section_names(report: dict) -> list[str]:
+    sections = report.get("sections") or []
+    if isinstance(sections, list):
+        return [s.get("name", "") for s in sections if isinstance(s, dict)]
+    return []
+
+
+def _report_markdown_all(report: dict) -> str:
+    sections = report.get("sections") or []
+    parts = []
+    for s in sections:
+        if isinstance(s, dict):
+            md = s.get("markdown") or s.get("content") or ""
+            if isinstance(md, str):
+                parts.append(md)
+    return "\n".join(parts)
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser(description="P5-T03 LLM copy-only output validator")
+    ap.add_argument("--packet", default=str(DEFAULT_PACKET))
+    ap.add_argument("--report", default=str(DEFAULT_REPORT))
+    args = ap.parse_args()
+
+    packet = _load_json(Path(args.packet))
+    report = _load_json(Path(args.report))
+
+    issues = []
+
+    # Check files exist
+    if packet.get("_missing"):
+        issues.append(f"packet missing: {packet.get('_path')}")
+    if report.get("_missing"):
+        issues.append(f"report missing: {report.get('_path')}")
+
+    if not issues:
+        # Check required sections present
+        section_names = _report_section_names(report)
+        missing_sections = [s for s in REQUIRED_REPORT_SECTIONS if s not in section_names]
+        if missing_sections:
+            issues.append(f"required_sections_missing: {missing_sections}")
+
+        # Check report is consistent with packet gate
+        packet_gate = _packet_gate(packet)
+        report_error_count = report.get("section_error_count", 0)
+        if packet_gate in ("PASS", "PASS_100") and report_error_count > 0:
+            issues.append(
+                f"report has {report_error_count} section errors "
+                f"but packet gate={packet_gate!r}"
+            )
+
+        # Check no forbidden LLM calculations in report markdown
+        all_md = _report_markdown_all(report)
+        for pattern in FORBIDDEN_TOKENS:
+            if re.search(pattern, all_md):
+                issues.append(f"forbidden_token_found: {pattern!r}")
+
+    action_diff_count = len([i for i in issues if "action" in i])
+    numeric_diff_count = len([i for i in issues if "numeric" in i or "token" in i])
+
+    gate = "PASS" if not issues else "FAIL"
+    result = {
+        "formula_id": "VALIDATE_LLM_COPY_ONLY_OUTPUT_V1",
+        "action_diff_count": action_diff_count,
+        "numeric_diff_count": numeric_diff_count,
+        "narrative_override_count": 0,
+        "issues": issues,
+        "gate": gate,
+    }
+
+    print(json.dumps(result, ensure_ascii=False, indent=2))
+
+    if gate == "PASS":
+        print("VALIDATE_LLM_COPY_ONLY_OUTPUT_V1_OK")
+        return 0
+    else:
+        print("VALIDATE_LLM_COPY_ONLY_OUTPUT_V1_FAIL")
+        return 1
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())