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 +1,102 @@
+from __future__ import annotations
+
+import argparse
+import json
+from pathlib import Path
+from typing import Any
+
+import yaml
+
+
+ROOT = Path(__file__).resolve().parents[1]
+DEFAULT_CONTRACT = ROOT / "spec" / "22_pipeline_runtime_contract.yaml"
+DEFAULT_PROFILE = ROOT / "Temp" / "pipeline_runtime_profile_v1.json"
+DEFAULT_GATE = ROOT / "Temp" / "engine_harness_gate_result.json"
+
+
+def _load_json(path: Path) -> dict[str, Any]:
+    if not path.exists():
+        return {}
+    try:
+        obj = json.loads(path.read_text(encoding="utf-8"))
+    except Exception:
+        return {}
+    return obj if isinstance(obj, dict) else {}
+
+
+def _load_yaml(path: Path) -> dict[str, Any]:
+    if not path.exists():
+        return {}
+    try:
+        obj = yaml.safe_load(path.read_text(encoding="utf-8"))
+    except Exception:
+        return {}
+    return obj if isinstance(obj, dict) else {}
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--contract", default=str(DEFAULT_CONTRACT))
+    ap.add_argument("--profile", default=str(DEFAULT_PROFILE))
+    ap.add_argument("--gate", default=str(DEFAULT_GATE))
+    args = ap.parse_args()
+
+    cp = Path(args.contract)
+    pp = Path(args.profile)
+    gp = Path(args.gate)
+    if not cp.is_absolute():
+        cp = ROOT / cp
+    if not pp.is_absolute():
+        pp = ROOT / pp
+    if not gp.is_absolute():
+        gp = ROOT / gp
+
+    contract = _load_yaml(cp).get("pipeline_runtime_contract", {})
+    profile = _load_json(pp)
+    gate = _load_json(gp)
+
+    mode = str(profile.get("mode") or "")
+    modes = contract.get("modes") if isinstance(contract.get("modes"), dict) else {}
+    mode_cfg = modes.get(mode) if isinstance(modes.get(mode), dict) else {}
+    max_target = float(mode_cfg.get("max_elapsed_sec_target") or 0.0)
+    elapsed = float(profile.get("elapsed_sec_total") or 0.0)
+    dup_removed = int(profile.get("duplicate_steps_removed_count") or 0)
+    steps = profile.get("steps") if isinstance(profile.get("steps"), list) else []
+
+    failed: list[str] = []
+    warnings: list[str] = []
+    if not mode_cfg:
+        failed.append("MODE_NOT_IN_CONTRACT")
+    if max_target > 0 and elapsed > max_target:
+        warnings.append(f"ELAPSED_OVER_TARGET:{elapsed}>{max_target}")
+    if str(gate.get("status") or "") != "OK":
+        failed.append("ENGINE_GATE_NOT_OK")
+    # failed_checks 중 warn_only가 아닌 hard-fail만 체크
+    all_checks = gate.get("checks") if isinstance(gate.get("checks"), list) else []
+    hard_fails = [
+        c.get("name") for c in all_checks
+        if isinstance(c, dict) and c.get("exit_code", 0) != 0 and not c.get("warn_only", False)
+    ]
+    if hard_fails:
+        failed.append("ENGINE_GATE_HARD_FAIL_EXISTS")
+    if mode == "release" and dup_removed < 1:
+        warnings.append("DUPLICATE_STEPS_NOT_REMOVED")
+    if len(steps) == 0 and mode != "package-only":
+        failed.append("PROFILE_STEPS_EMPTY")
+
+    status = "FAIL" if failed else "OK"
+    result = {
+        "formula_id": "PIPELINE_RUNTIME_CONTRACT_VALIDATOR_V1",
+        "status": status,
+        "mode": mode,
+        "elapsed_sec_total": elapsed,
+        "max_elapsed_sec_target": max_target,
+        "failed": failed,
+        "warnings": warnings,
+    }
+    print(json.dumps(result, ensure_ascii=False, indent=2))
+    return 1 if failed else 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())