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 +1,108 @@
+from __future__ import annotations
+
+import argparse
+import json
+import re
+from pathlib import Path
+from typing import Any
+
+
+ROOT = Path(__file__).resolve().parents[1]
+DEFAULT_JSON = ROOT / "GatherTradingData.json"
+DEFAULT_REPORT = ROOT / "Temp" / "operational_report.md"
+
+
+def load_json(path: Path) -> dict[str, Any]:
+    payload = json.loads(path.read_text(encoding="utf-8"))
+    if not isinstance(payload, dict):
+        raise ValueError("json payload must be object")
+    return payload
+
+
+def extract_section(text: str, heading: str) -> str:
+    marker = f"## {heading}"
+    idx = text.find(marker)
+    if idx < 0:
+        return ""
+    tail = text[idx:]
+    m = re.search(r"\n##\s+", tail[1:])
+    return tail if not m else tail[: m.start() + 1]
+
+
+def parse_md_rows(section: str) -> list[list[str]]:
+    rows: list[list[str]] = []
+    for line in section.splitlines():
+        if not line.strip().startswith("|"):
+            continue
+        rows.append([c.strip() for c in line.strip().strip("|").split("|")])
+    if len(rows) <= 2:
+        return []
+    return rows[2:]
+
+
+def text(v: Any) -> str:
+    return str(v or "").strip()
+
+
+def main() -> int:
+    parser = argparse.ArgumentParser(description="Validate satellite buy proposal sheet consistency.")
+    parser.add_argument("--json", default=str(DEFAULT_JSON))
+    parser.add_argument("--report", default=str(DEFAULT_REPORT))
+    args = parser.parse_args()
+
+    json_path = Path(args.json)
+    report_path = Path(args.report)
+    if not json_path.is_absolute():
+        json_path = ROOT / json_path
+    if not report_path.is_absolute():
+        report_path = ROOT / report_path
+
+    payload = load_json(json_path)
+    report = report_path.read_text(encoding="utf-8")
+    section = extract_section(report, "위성 신규 매수 제안 원장")
+    if not section:
+        print("SATELLITE_PROPOSAL_SHEET_FAIL: section missing")
+        return 1
+
+    required_headers = [
+        "종목",
+        "추천상태",
+        "기준지정가(원)",
+        "기준손절가(원)",
+        "기준익절가1(원)",
+        "기준수량(주)",
+        "진입점수",
+        "익일위험점수",
+        "매도충돌점수",
+        "추천사유(정량근거)",
+    ]
+    for h in required_headers:
+        if h not in section:
+            print(f"SATELLITE_PROPOSAL_SHEET_FAIL: missing header {h}")
+            return 1
+
+    data = payload.get("data") if isinstance(payload.get("data"), dict) else {}
+    core = [r for r in (data.get("core_satellite") or []) if isinstance(r, dict)]
+    core_with_state = [r for r in core if text(r.get("Execution_Recommendation_State"))]
+    md_rows = parse_md_rows(section)
+
+    if not md_rows:
+        print("SATELLITE_PROPOSAL_SHEET_FAIL: no data rows")
+        return 1
+    if len(md_rows) < min(1, len(core_with_state)):
+        print(f"SATELLITE_PROPOSAL_SHEET_FAIL: insufficient rows md={len(md_rows)} core={len(core_with_state)}")
+        return 1
+
+    # 최소 검증: 보고서에 core_satellite 종목코드가 최소 1개 이상 반영되어야 함
+    tickers = {text(r.get("Ticker")) for r in core_with_state if text(r.get("Ticker"))}
+    section_tickers = {row[0] for row in md_rows if row and row[0] and row[0] != "-"}
+    if not (tickers & section_tickers):
+        print("SATELLITE_PROPOSAL_SHEET_FAIL: no overlapping tickers with core_satellite")
+        return 1
+
+    print(f"SATELLITE_PROPOSAL_SHEET_OK: rows_md={len(md_rows)} overlap={len(tickers & section_tickers)}")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())