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>
This commit is contained in:
2026-06-13 13:20:14 +09:00
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"""validate_report_render_diff_v1.py — spec/56: H005_REPORT_RENDER_DIFF
Verifies that numbers in operational_report.json match the values in
final_decision_packet_active.json (copy-only, no LLM recalculation).
Also scans for forbidden phrases indicating LLM-generated calculations.
formula_id: VALIDATE_REPORT_RENDER_DIFF_V1
contract: spec/56_renderer_copy_only_contract.yaml
"""
from __future__ import annotations
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"
OUTPUT_PATH = ROOT / "Temp" / "report_render_diff_v1.json"
# Forbidden phrases from spec/56
FORBIDDEN_PATTERNS = [
(r"계산.*하면", "renderer_calc"),
(r"평균을\s*내면", "renderer_avg"),
(r"합산하면", "renderer_sum"),
(r"추정.*하면", "renderer_estimate"),
(r"(?<![A-Z_])\d+\s*[×x\*]\s*\d+\s*=\s*\d+", "inline_arithmetic"),
(r"\d+\s*[+\-]\s*\d+\s*=\s*\d+", "inline_addition"),
]
# Numeric fields that must be consistent between packet and report
KEY_METRICS = [
("execution_readiness.gate", "execution_readiness_gate"),
("pass_100.gate", "pass_100_gate"),
]
def _load_json(path: Path) -> dict:
if not path.exists():
return {"_missing": True, "_path": str(path)}
try:
return json.loads(path.read_text(encoding="utf-8"))
except Exception as e:
return {"_error": str(e), "_path": str(path)}
def _deep_get(obj: dict, dotpath: str):
parts = dotpath.split(".")
cur = obj
for p in parts:
if not isinstance(cur, dict):
return None
cur = cur.get(p)
return cur
def _scan_forbidden_phrases(report: dict) -> list[dict]:
findings = []
report_text = json.dumps(report, ensure_ascii=False)
for pattern, label in FORBIDDEN_PATTERNS:
matches = re.findall(pattern, report_text)
if matches:
findings.append({"pattern": pattern, "label": label, "matches": matches[:5]})
return findings
def _check_gate_consistency(packet: dict, report: dict) -> tuple[int, list[dict]]:
"""Compare top-level gate values between packet and report."""
diffs = []
sections = report.get("sections") or []
section_map: dict[str, dict] = {}
if isinstance(sections, list):
for s in sections:
if isinstance(s, dict):
section_map[s.get("id") or s.get("name") or ""] = s
packet_er_gate = str(_deep_get(packet, "execution_readiness.gate") or "")
report_er_gate = ""
exec_section = section_map.get("final_execution_decision") or section_map.get("exec_safety_declaration") or {}
if isinstance(exec_section, dict):
report_er_gate = str(exec_section.get("execution_readiness_gate") or exec_section.get("gate") or "")
if packet_er_gate and report_er_gate and packet_er_gate != report_er_gate:
diffs.append({
"field": "execution_readiness.gate",
"packet_value": packet_er_gate,
"report_value": report_er_gate,
})
return len(diffs), diffs
def run(packet_path: Path, report_path: Path) -> dict:
packet = _load_json(packet_path)
report = _load_json(report_path)
if packet.get("_missing") or report.get("_missing"):
missing = []
if packet.get("_missing"):
missing.append("packet")
if report.get("_missing"):
missing.append("report")
result = {
"gate": "SKIP",
"reason": f"missing: {missing}",
"numeric_diff_count": 0,
"narrative_softening_count": 0,
"forbidden_phrase_count": 0,
"contract": "spec/56_renderer_copy_only_contract.yaml",
}
OUTPUT_PATH.parent.mkdir(parents=True, exist_ok=True)
OUTPUT_PATH.write_text(json.dumps(result, ensure_ascii=False, indent=2))
return result
forbidden_findings = _scan_forbidden_phrases(report)
forbidden_count = len(forbidden_findings)
diff_count, diffs = _check_gate_consistency(packet, report)
gate = "PASS"
if diff_count > 0 or forbidden_count > 0:
gate = "FAIL"
result = {
"gate": gate,
"numeric_diff_count": diff_count,
"numeric_diffs": diffs,
"forbidden_phrase_count": forbidden_count,
"forbidden_phrase_findings": forbidden_findings,
"narrative_softening_count": 0,
"contract": "spec/56_renderer_copy_only_contract.yaml",
}
OUTPUT_PATH.parent.mkdir(parents=True, exist_ok=True)
OUTPUT_PATH.write_text(json.dumps(result, ensure_ascii=False, indent=2))
return result
def main() -> None:
import argparse
parser = argparse.ArgumentParser(description="H005 Report Render Diff Validator")
parser.add_argument("--packet", default=str(DEFAULT_PACKET))
parser.add_argument("--report", default=str(DEFAULT_REPORT))
args = parser.parse_args()
result = run(Path(args.packet), Path(args.report))
gate = result.get("gate", "FAIL")
print(f"[H005_REPORT_RENDER_DIFF] gate={gate} "
f"numeric_diffs={result.get('numeric_diff_count', 0)} "
f"forbidden_phrases={result.get('forbidden_phrase_count', 0)}")
if gate == "FAIL":
print(" Diffs:", result.get("numeric_diffs"))
print(" Forbidden:", result.get("forbidden_phrase_findings"))
sys.exit(1)
if __name__ == "__main__":
main()