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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+#!/usr/bin/env python3
+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"
+
+
+def _load_json(path: Path) -> dict:
+    return json.loads(path.read_text(encoding="utf-8"))
+
+
+def _find_section(report: dict, name: str) -> str:
+    for section in report.get("sections", []):
+        if section.get("name") == name:
+            return str(section.get("markdown") or "")
+    return ""
+
+
+def _extract_table_value(markdown: str, label: str) -> str | None:
+    pattern = re.compile(rf"^\|\s*{re.escape(label)}\s*\|\s*([^|]+?)\s*\|", re.MULTILINE)
+    match = pattern.search(markdown)
+    if not match:
+        return None
+    return match.group(1).strip()
+
+
+def _as_number(value: str | None) -> float | None:
+    if value is None:
+        return None
+    cleaned = value.replace(",", "").replace("%", "").strip()
+    try:
+        return float(cleaned)
+    except Exception:
+        return None
+
+
+def _compare_numeric(errors: list[str], label: str, packet_value: float | int | None, report_value: str | None, tolerance: float = 0.01) -> None:
+    report_number = _as_number(report_value)
+    if packet_value is None or report_number is None:
+        errors.append(f"{label} missing comparison value")
+        return
+    if abs(float(packet_value) - report_number) > tolerance:
+        errors.append(f"{label} mismatch: packet={packet_value} report={report_number}")
+
+
+def main() -> int:
+    ap = argparse.ArgumentParser()
+    ap.add_argument("--packet", default=str(DEFAULT_PACKET))
+    ap.add_argument("--report", default=str(DEFAULT_REPORT))
+    ap.add_argument("--strict", action="store_true")
+    args = ap.parse_args()
+
+    packet_path = Path(args.packet)
+    report_path = Path(args.report)
+    packet = _load_json(packet_path)
+    report = _load_json(report_path)
+
+    errors: list[str] = []
+
+    pass_100 = packet.get("pass_100") or {}
+    exec_readiness = packet.get("execution_readiness") or {}
+    prediction = packet.get("prediction") or {}
+
+    pass_100_section = _find_section(report, "pass_100_criteria")
+    exec_section = _find_section(report, "execution_readiness_matrix")
+    pred_section = _find_section(report, "prediction_evaluation_improvement_report")
+
+    _compare_numeric(errors, "PASS_100 score_0_100", pass_100.get("score_0_100"), _extract_table_value(pass_100_section, "score_0_100"))
+    if str(pass_100.get("gate") or "") != str(_extract_table_value(pass_100_section, "게이트")):
+        errors.append(f"PASS_100 gate mismatch: packet={pass_100.get('gate')} report={_extract_table_value(pass_100_section, '게이트')}")
+
+    _compare_numeric(errors, "execution_readiness min_axis_score", exec_readiness.get("min_axis_score"), _extract_table_value(exec_section, "min_axis_score"))
+    if str(exec_readiness.get("gate") or "") != str(_extract_table_value(exec_section, "게이트")):
+        errors.append(f"execution_readiness gate mismatch: packet={exec_readiness.get('gate')} report={_extract_table_value(exec_section, '게이트')}")
+
+    _compare_numeric(errors, "prediction match_rate_pct", prediction.get("match_rate_pct"), _extract_table_value(pred_section, "일치율"))
+
+    result = {
+        "packet": str(packet_path),
+        "report": str(report_path),
+        "gate": "PASS" if not errors else "FAIL_BLOCK_PUBLISH",
+        "mismatch_count": len(errors),
+        "mismatches": errors,
+    }
+    print(json.dumps(result, ensure_ascii=False, indent=2))
+    return 0 if not errors else 1
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())