kjh2064
f56dd37286
feat: sector trend analysis + ETF representative monitor (DAG step_count 81->83)
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- 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 >
2026-06-14 20:52:17 +09:00
kjh2064
a308bd407c
feat: add 3 missing sections + summary to operational_report
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Adds sell_priority_decision_table, strategy_performance_scoreboard,
outcome_eval_window_monitor renderers from real hctx data (regime_adjusted_
sell_priority_json, performance_*, outcome_quality_score_v1_json).
Wires summary.found_routing/found_qeh/found_outcome_eval_window/
json_validation_status derived from section presence and export_gate_json.
Result: skeleton=100, consistency=7/7, section=14/14 -> honest_proof_score
48.43 -> 49.94.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-14 17:44:31 +09:00
kjh2064
d6287b11af
fix: phase1 DAG 누락 노드 6개 추가 + 아키텍처 경계 검사 개선 (DAG 75step)
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- spec/41: 6개 노드 추가 (step_count 69->75)
wave_1: build_ejce_view_renderer, build_ratchet_trailing_general,
build_routing_execution_log, build_value_preservation_scorer
wave_2: build_smart_cash_recovery_v3
wave_6: build_algorithm_guidance_proof (build_report 이후)
build_honest_proof_gap_analyzer depends_on -> build_algorithm_guidance_proof
- tools/build_routing_execution_log_v1.py:
출력 파일명 routing_execution_log_table_v1 -> routing_execution_log_v1,
gate: PASS 필드 추가
- tools/build_architecture_boundaries_v2.py:
렌더러 계산 오탐 제거: dict 문자열값 엔트리 및 f-string 표시 구분자 제외
- tools/render_operational_report.py:
11개 누락 섹션(fundamental_quality_gate_v1 등) SECTION_ORDER/TITLES 등록
- 결과: phase1_gate 7/7 PASS, PHASE1_GATE_FAIL root_cause 제거,
honest_proof_score 45.1->46.55
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com >
2026-06-14 17:05:55 +09:00
kjh2064
ee3e799de1
feat: 리밸런싱 엔진 V1 + GAS 버그 수정 (2026-06-13)
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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
kjh2064