feat: sector trend analysis + ETF representative monitor (DAG step_count 81->83)

- src/quant_engine/sector_trend_analysis.py: ETF proxy 기반 11개 섹터 동향 + smart money lens
- src/quant_engine/etf_representative_monitor.py: ETF 대표 종목 8개 추적 + 벤치마크 연동
- tools/build_sector_trend_analysis_v1.py: SECTOR_TREND_ANALYSIS_V1 Temp JSON 생성
- tools/build_etf_representative_monitor_v1.py: ETF_REPRESENTATIVE_MONITOR_V1 Temp JSON 생성
- tools/update_workbook_sector_insights.py: Google Sheets 섹터 인사이트 동기화
- spec/41_release_dag.yaml: step_count 81->83, wave_1에 2개 신규 노드 등록
- validate_engine_harness_gate.py: CHECK_87B (SECTOR_TREND_ANALYSIS_V1) + ETF monitor DAG 스텝 추가
- render_operational_report.py: sector_trend_analysis_v1 / etf_representative_monitor_v1 / portfolio_performance_summary 섹션 추가
- gas_lib.gs: doPost + syncSectorInsightSheets_ (섹터 인사이트 GAS 동기화 엔드포인트)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

tools/deploy_gas.py

@@ -8,6 +8,7 @@ import shutil
 import json
 import argparse
 import subprocess
+import urllib.request
 from pathlib import Path
 
 ROOT = Path(__file__).resolve().parent.parent
@@ -54,7 +55,12 @@ BUNDLE_MAP: dict[str, list[str]] = {
 }
 
 SCRIPT_ID = "1xfeBAeeknmnBtSvrIqWXO_2hc3ByeriLUOSuOOB4YxLLHhN3zdnL7tVh"
+PROJECT_ID = "1072944905499"
 DEPLOYMENT_ID = "AKfycbzq1XM53XafyCNYurnF9TAQHT3FHBDsBd36rCbCoWSmJD3SaZ1BHCPDYZYhclG9qD5Y"
+DEFAULT_WEBAPP_URL = f"https://script.google.com/macros/s/{DEPLOYMENT_ID}/exec"
+SECTOR_TREND_JSON = ROOT / "Temp" / "sector_trend_analysis_v1.json"
+ETF_REP_JSON = ROOT / "Temp" / "etf_representative_monitor_v1.json"
+SECTOR_INSIGHT_BUNDLE = DEPLOY_DIR / "gas_sector_insight_payload.gs"
 
 
 def get_now_kst() -> str:
@@ -113,6 +119,7 @@ def build_deploy(dry_run: bool = False) -> bool:
     if not dry_run:
         clasp_cfg = {
             "scriptId": SCRIPT_ID,
+            "projectId": PROJECT_ID,
             "rootDir": str(DEPLOY_DIR.relative_to(ROOT)).replace("\\", "/"),
         }
         (ROOT / ".clasp.json").write_text(
@@ -166,10 +173,96 @@ def clasp_deploy() -> bool:
     return False
 
 
+def _sector_insight_payload() -> dict:
+    if not SECTOR_TREND_JSON.exists():
+        raise FileNotFoundError(SECTOR_TREND_JSON)
+    if not ETF_REP_JSON.exists():
+        raise FileNotFoundError(ETF_REP_JSON)
+    return {
+        "action": "sync_sector_insights",
+        "sector_trend_analysis": json.loads(SECTOR_TREND_JSON.read_text(encoding="utf-8")),
+        "etf_representative_monitor": json.loads(ETF_REP_JSON.read_text(encoding="utf-8")),
+    }
+
+
+def write_sector_insight_bundle() -> bool:
+    try:
+        payload = _sector_insight_payload()
+    except Exception as exc:
+        print("[deploy_gas] cannot build sector insight payload: " + str(exc))
+        return False
+    bundle = (
+        "// Auto-generated by tools/deploy_gas.py\n"
+        "// Contains the latest sector insight payload for clasp run fallback.\n"
+        "const __SECTOR_INSIGHT_PAYLOAD__ = "
+        + json.dumps(payload, ensure_ascii=False, indent=2)
+        + ";\n"
+        "function syncSectorInsightSheetsFromBundle_() {\n"
+        "  return syncSectorInsightSheets(__SECTOR_INSIGHT_PAYLOAD__);\n"
+        "}\n"
+    )
+    SECTOR_INSIGHT_BUNDLE.write_text(bundle, encoding="utf-8")
+    print("[deploy_gas] write " + str(SECTOR_INSIGHT_BUNDLE))
+    return True
+
+
+def sync_sector_insights(webapp_url: str) -> bool:
+    if not webapp_url:
+        print("[deploy_gas] sync-sector-insights requires --webapp-url")
+        return False
+    try:
+        payload = _sector_insight_payload()
+    except Exception as exc:
+        print("[deploy_gas] missing sector insight data: " + str(exc))
+        return False
+    body = json.dumps(payload, ensure_ascii=False).encode("utf-8")
+    req = urllib.request.Request(
+        webapp_url,
+        data=body,
+        headers={"Content-Type": "application/json; charset=utf-8"},
+        method="POST",
+    )
+    try:
+        with urllib.request.urlopen(req, timeout=120) as resp:
+            text = resp.read().decode("utf-8", errors="replace")
+        print("[deploy_gas] sync_sector_insights OK")
+        print(text)
+        return True
+    except Exception as exc:
+        print("[deploy_gas] sync_sector_insights FAILED: " + str(exc))
+        return False
+
+
+def sync_sector_insights_via_clasp_run() -> bool:
+    if not SECTOR_INSIGHT_BUNDLE.exists():
+        print(f"[deploy_gas] missing {SECTOR_INSIGHT_BUNDLE.name}")
+        return False
+    print("[deploy_gas] clasp run syncSectorInsightSheetsFromBundle_ ...")
+    res = subprocess.run(
+        ["npx", "@google/clasp", "run", "syncSectorInsightSheetsFromBundle_", "--nondev"],
+        cwd=str(ROOT),
+        shell=True,
+        capture_output=True,
+        text=True,
+        encoding="utf-8",
+        errors="replace",
+    )
+    print(res.stdout)
+    if res.stderr:
+        print("STDERR: " + res.stderr[:500])
+    if res.returncode != 0:
+        print("[deploy_gas] clasp run syncSectorInsightSheetsFromBundle_ FAILED rc=" + str(res.returncode))
+        return False
+    print("[deploy_gas] clasp run syncSectorInsightSheetsFromBundle_ OK")
+    return True
+
+
 def main() -> None:
     parser = argparse.ArgumentParser(description="GAS auto-deploy")
     parser.add_argument("--dry-run", action="store_true", help="List files without writing")
     parser.add_argument("--skip-push", action="store_true", help="Bundle only, skip clasp push")
+    parser.add_argument("--sync-sector-insights", action="store_true", help="POST sector insight JSON to a deployed GAS web app")
+    parser.add_argument("--webapp-url", default=os.environ.get("GAS_WEBAPP_URL", DEFAULT_WEBAPP_URL), help="Apps Script web app URL for sync POST")
     args = parser.parse_args()
 
     ok = build_deploy(dry_run=args.dry_run)
@@ -177,8 +270,14 @@ def main() -> None:
         print("[deploy_gas] Some source files missing -- check warnings above")
         raise SystemExit(1)
 
+    if args.sync_sector_insights and not args.dry_run and not args.skip_push:
+        if not write_sector_insight_bundle():
+            raise SystemExit(1)
+
     if args.dry_run or args.skip_push:
         print("[deploy_gas] dry-run/skip-push -- push skipped")
+        if args.sync_sector_insights:
+            print("[deploy_gas] sync skipped because push/deploy was skipped")
         return
 
     if not clasp_push():
@@ -187,6 +286,12 @@ def main() -> None:
     if not clasp_deploy():
         raise SystemExit(1)
 
+    if args.sync_sector_insights:
+        if not sync_sector_insights(args.webapp_url):
+            print("[deploy_gas] webapp sync failed; falling back to clasp run")
+            if not sync_sector_insights_via_clasp_run():
+                raise SystemExit(1)
+
     print("[deploy_gas] Done. To run_all: python tools/automate_routine.py")