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>

tools/validate_packaging_policy_v2.py

@@ -0,0 +1,66 @@
+#!/usr/bin/env python3
+from __future__ import annotations
+
+import argparse
+import json
+import zipfile
+from pathlib import Path
+
+
+ROOT = Path(__file__).resolve().parents[1]
+ALLOWED_TEMP_FILES = {
+    "Temp/final_decision_packet_active.json",
+    "Temp/final_decision_packet_v4.json",
+    "Temp/operational_report.json",
+    "Temp/operational_report.md",
+    "Temp/release_dag_run_v1.json",
+    "Temp/pipeline_runtime_profile_v1.json",
+    "Temp/engine_harness_gate_result.json",
+    "Temp/strategy_hardening_harness_v2.json",
+    "Temp/data_integrity_100_lock_v2.json",
+    "Temp/number_provenance_ledger_v4.json",
+    "Temp/final_context_for_llm_v4.yaml",
+    "Temp/live_replay_separation_v2.json",
+    "Temp/formula_runtime_registry_v1.json",
+}
+REQUIRED_FILES = {
+    "data_feed/AGENTS.md",
+    "data_feed/README.md",
+    "data_feed/package.json",
+    "data_feed/gas_event_calendar.gs",
+    "data_feed/runtime/active_artifact_manifest.yaml",
+    "data_feed/Temp/final_decision_packet_active.json",
+    "data_feed/Temp/operational_report.json",
+    "data_feed/Temp/operational_report.md",
+    "data_feed/Temp/release_dag_run_v1.json",
+    "data_feed/Temp/pipeline_runtime_profile_v1.json",
+}
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--zip", required=True)
+    args = ap.parse_args()
+    zpath = Path(args.zip)
+    with zipfile.ZipFile(zpath) as zf:
+        names = set(zf.namelist())
+    missing = sorted(REQUIRED_FILES - names)
+    temp_noise = sorted(
+        name for name in names
+        if name.startswith("data_feed/Temp/") and name.replace("data_feed/", "") not in ALLOWED_TEMP_FILES
+    )
+    ok = not missing and not temp_noise
+    payload = {
+        "formula_id": "PACKAGING_POLICY_V2",
+        "gate": "PASS" if ok else "FAIL",
+        "missing_required_count": len(missing),
+        "temp_noise_count": len(temp_noise),
+        "missing_required": missing[:50],
+        "temp_noise": temp_noise[:50],
+    }
+    print(json.dumps(payload, ensure_ascii=True, indent=2))
+    return 0 if ok else 1
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())