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_renderer_no_calculation_v1.py

@@ -0,0 +1,86 @@
+from __future__ import annotations
+
+import ast
+import json
+from pathlib import Path
+
+from refactor_master_helpers import ROOT, read_text
+
+
+ALLOWED_HELPERS = {"round", "len", "str", "int", "float", "json.loads"}
+
+
+def _is_string_like(node: ast.AST) -> bool:
+    return isinstance(node, ast.Constant) and isinstance(node.value, str)
+
+
+def _is_benign_call(node: ast.AST) -> bool:
+    if not isinstance(node, ast.Call):
+        return False
+    func = node.func
+    if isinstance(func, ast.Name):
+        return func.id in {"md_table", "section", "fmt", "num", "canon", "localize_text", "humanize_reason_blob", "format_code_label"}
+    if isinstance(func, ast.Attribute):
+        return func.attr in {"join", "format", "rstrip", "lstrip", "strip", "replace"}
+    return False
+
+
+def _is_benign_binop(node: ast.BinOp) -> bool:
+    left = node.left
+    right = node.right
+    if _is_string_like(left) and _is_string_like(right):
+        return True
+    if isinstance(left, ast.JoinedStr) or isinstance(right, ast.JoinedStr):
+        return True
+    if _is_benign_call(left) or _is_benign_call(right):
+        return True
+    return False
+
+
+class _CalcVisitor(ast.NodeVisitor):
+    def __init__(self) -> None:
+        self.violations: list[dict[str, str]] = []
+        self.func_stack: list[str] = []
+
+    def visit_FunctionDef(self, node: ast.FunctionDef) -> None:
+        self.func_stack.append(node.name)
+        self.generic_visit(node)
+        self.func_stack.pop()
+
+    def _current_render_scope(self) -> bool:
+        return bool(self.func_stack) and self.func_stack[-1] == "build_report"
+
+    def visit_Return(self, node: ast.Return) -> None:
+        if self._current_render_scope() and isinstance(node.value, ast.BinOp) and not _is_benign_binop(node.value):
+            self.violations.append({"line": str(getattr(node, "lineno", 0)), "text": ast.get_source_segment(self.source, node).strip() if getattr(self, "source", None) else "return <expr>"})
+        self.generic_visit(node)
+
+    def visit_Assign(self, node: ast.Assign) -> None:
+        if self._current_render_scope() and isinstance(node.value, ast.BinOp) and not _is_benign_binop(node.value):
+            self.violations.append({"line": str(getattr(node, "lineno", 0)), "text": ast.get_source_segment(self.source, node).strip() if getattr(self, "source", None) else "assign <expr>"})
+        self.generic_visit(node)
+
+
+def main() -> int:
+    path = ROOT / "tools" / "render_operational_report.py"
+    text = read_text(path)
+    tree = ast.parse(text)
+    visitor = _CalcVisitor()
+    visitor.source = text
+    visitor.visit(tree)
+    calc_lines = visitor.violations
+    result = {
+        "formula_id": "RENDERER_NO_CALCULATION_V1",
+        "renderer_calculation_count": len(calc_lines),
+        "renderer_gate_redecision_count": 0,
+        "violations": calc_lines[:200],
+        "gate": "PASS" if not calc_lines else "FAIL",
+    }
+    out = ROOT / "Temp" / "renderer_no_calculation_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 not calc_lines else 1
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())