kjh2064
ee3e799de1
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>
22 lines
919 B
Markdown
22 lines
919 B
Markdown
# Strategy Spec Split Plan
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`spec/04_strategy_rules.yaml` is now a compatibility index.
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The canonical strategy rules are the split files in this directory.
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Canonical split files:
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- `sector_model.yaml`: sector score, grade alias, CSCS
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- `entry_core.yaml`: regime entry policy, minimalist gate, expected edge
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- `leader_scan.yaml`: daily leader scan, anti-climax gate
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- `staged_entry.yaml`: staged entry v2, pullback reentry
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- `discovery.yaml`: anti-late-trade rule and discovery workflow
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- `entry_gates.yaml`: compatibility index only
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- `stock_model.yaml`: stock model and satellite classification rules
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- `rebalancing_trigger.yaml`: rebalancing trigger rules
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Migration rule:
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- Do not duplicate thresholds without `canonical_ref`.
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- Keep old paths valid through `spec/04_strategy_rules.yaml.legacy_path_aliases`.
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- `spec/09_decision_flow.yaml` controls execution order; strategy split files only define domain logic.
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