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
+
+ROOT = Path(__file__).resolve().parents[1]
+
+
+def main() -> int:
+    spec_path = ROOT / "spec" / "operating_cadence.yaml"
+    if not spec_path.exists():
+        print(json.dumps({"formula_id": "OPERATING_CADENCE_V1", "gate": "FAIL",
+                          "error": f"spec not found: {spec_path}"}))
+        return 1
+
+    spec = yaml.safe_load(spec_path.read_text(encoding="utf-8"))
+    cadence = spec.get("cadence", {})
+
+    weekly = cadence.get("weekly_rebalance", {})
+    rebalance_days = weekly.get("days", [])
+    weekend_rebalance_flag = "Saturday" in rebalance_days and "Sunday" in rebalance_days
+
+    interim = cadence.get("interim_check", {})
+    monthly_midcheck_dates = sorted(interim.get("dates", []))
+    midcheck_ok = monthly_midcheck_dates == [1, 11, 21]
+
+    # Cross-check against live signal artifact if available
+    signal_path = ROOT / "Temp" / "operating_cadence_signal_v1.json"
+    signal_status = "DATA_MISSING"
+    if signal_path.exists():
+        sig = json.loads(signal_path.read_text(encoding="utf-8"))
+        sig_id = sig.get("formula_id", "")
+        if sig_id == "OPERATING_CADENCE_SIGNAL_V1":
+            signal_status = "PRESENT"
+
+    gate = "PASS" if weekend_rebalance_flag and midcheck_ok else "FAIL"
+
+    result = {
+        "formula_id": "OPERATING_CADENCE_V1",
+        "weekend_rebalance_flag": weekend_rebalance_flag,
+        "rebalance_days": rebalance_days,
+        "monthly_midcheck_dates": monthly_midcheck_dates,
+        "signal_artifact_status": signal_status,
+        "gate": gate,
+    }
+
+    out = ROOT / "Temp" / "operating_cadence_v1.json"
+    out.write_text(json.dumps(result, ensure_ascii=False, indent=2), encoding="utf-8")
+    print(json.dumps(result, ensure_ascii=True, indent=2))
+    return 0 if gate == "PASS" else 1
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())