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
commit ee3e799de1
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#!/usr/bin/env python3
import sys
import json
import argparse
from pathlib import Path
ROOT = Path(__file__).resolve().parents[1]
def main():
parser = argparse.ArgumentParser()
parser.add_argument("--json", default="Temp/shadow_ledger_v2.json")
parser.add_argument("--strict", action="store_true")
args = parser.parse_args()
json_path = ROOT / args.json
if not json_path.exists():
print(f"Shadow ledger not found: {json_path}")
sys.exit(1)
data = json.loads(json_path.read_text(encoding="utf-8"))
formulas = data.get("shadow_formulas", [])
active_without_shadow_history = 0
promotion_without_change_request = 0
for f in formulas:
state = f.get("lifecycle_state")
promotion_allowed = f.get("promotion_allowed", False)
# If candidate state but promotion is not allowed
if state == "candidate" and not promotion_allowed:
active_without_shadow_history += 1
if active_without_shadow_history > 0:
print(f"Validation failed: {active_without_shadow_history} formulas in candidate state without meeting promotion gates")
sys.exit(1)
print("VALIDATION OK")
sys.exit(0)
if __name__ == "__main__":
main()