formula_id: HORIZON_ALLOCATION_LOCK_V1
name: 투자 기간 할당 잠금 (Horizon Allocation Lock)
description: 종목별 투자 목적(단기/중기/장기)을 명시적으로 고정하여 운영의 일관성을 확보합니다.
rules:
  - id: HA001
    condition: "horizon_bucket IS NULL"
    action: "BLOCK_BUY"
    reason: "투자기간 버킷 미지정"
  - id: HA002
    condition: "horizon_bucket == 'SHORT_TERM' AND holding_days > 15"
    action: "FORCE_TRIM"
    reason: "단기 모멘텀 종목 보유 기간 초과"
  - id: HA003
    condition: "horizon_bucket == 'LONG_TERM' AND stop_loss_hit == TRUE"
    action: "DOWNGRADE_GRADE"
    reason: "장기 코어 종목의 구조적 훼손 의심"
output:
  schema: horizon_allocation_json
  fields:
    - bucket: STRING (SHORT, MID, LONG)
    - weight_cap_pct: NUMBER
    - duration_violation: BOOLEAN

# ── 투자성향별 가중치 보정 (CAPITAL_STYLE_ALLOCATION_V2) ─────────────────────
# [SCAFFOLDED_PENDING_LIVE_DATA: 모든 성향 sample_n=0, target>=30]
weight_calibration:
  formula_id: CAPITAL_STYLE_ALLOCATION_V2
  status: SCAFFOLDED_PENDING_LIVE_DATA
  rationale: "4성향(SCALP/SWING/MOMENTUM/POSITION) conviction이 전부 미보정. 보유기간별 실측 승률로 가중치를 닫아야 한다."
  styles:
    SCALP:
      horizon_days: "1~3일"
      weight_tech: 0.50
      weight_smartmoney: 0.30
      weight_fundamental: 0.20
      weight_source: EXPERT_PRIOR
      sample_n: 0
      label: "[UNVALIDATED_WEIGHT: n=0 < 30]"
      t5_win_rate: null
    SWING:
      horizon_days: "1~4주"
      weight_tech: 0.30
      weight_smartmoney: 0.35
      weight_fundamental: 0.35
      weight_source: EXPERT_PRIOR
      sample_n: 0
      label: "[UNVALIDATED_WEIGHT: n=0 < 30]"
      t5_win_rate: null
    MOMENTUM:
      horizon_days: "1~3개월"
      weight_tech: 0.20
      weight_smartmoney: 0.40
      weight_fundamental: 0.40
      weight_source: EXPERT_PRIOR
      sample_n: 0
      label: "[UNVALIDATED_WEIGHT: n=0 < 30]"
      t20_win_rate: null
    POSITION:
      horizon_days: "3개월+"
      weight_tech: 0.10
      weight_smartmoney: 0.35
      weight_fundamental: 0.55
      weight_source: EXPERT_PRIOR
      sample_n: 0
      label: "[UNVALIDATED_WEIGHT: n=0 < 30]"
      t20_win_rate: null
  conviction_gates:
    lt_35: {recommended_pct: 0, action: BLOCK_ENTRY, note: "진입 금지"}
    "35_49": {recommended_pct: 1.5}
    "50_64": {recommended_pct: 3.0}
    "65_79": {recommended_pct: 5.0}
    "80_plus": {recommended_pct: 7.0}
  calibration_trigger: "표본 >= 30 성향부터 weight_source=DYNAMIC으로 자동 전환"
  output: Temp/capital_style_allocation_v2.json
  python_tool: "tools/build_capital_style_allocation_v1.py (v2 출력으로 확장 필요)"
  gs_coverage: "gas_apex_runtime_core.gs:calcCapitalStyleAllocationV2_()"
  validator: "tools/validate_capital_style_allocation_v1.py"