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>
140 lines
4.9 KiB
Python
140 lines
4.9 KiB
Python
from __future__ import annotations
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import argparse
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import json
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import re
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from pathlib import Path
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from typing import Any
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ROOT = Path(__file__).resolve().parents[1]
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DEFAULT_JSON = ROOT / "GatherTradingData.json"
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DEFAULT_REPORT = ROOT / "Temp" / "operational_report.md"
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def load_json(path: Path) -> dict[str, Any]:
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payload = json.loads(path.read_text(encoding="utf-8"))
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if not isinstance(payload, dict):
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raise ValueError("payload must be object")
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return payload
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def extract_watch_section(text: str) -> str:
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marker = "투명한 감시 원장"
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idx = text.find(marker)
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if idx < 0:
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return ""
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tail = text[idx:]
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m = re.search(r"\n##\s+", tail[1:])
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return tail if not m else tail[: m.start() + 1]
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def parse_markdown_rows(section: str) -> list[list[str]]:
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rows: list[list[str]] = []
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for line in section.splitlines():
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if not line.strip().startswith("|"):
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continue
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cols = [c.strip() for c in line.strip().strip("|").split("|")]
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rows.append(cols)
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# header, separator 제외
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if len(rows) <= 2:
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return []
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return rows[2:]
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def text(v: Any) -> str:
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return str(v or "").strip()
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def parse_list(value: Any) -> list[dict[str, Any]]:
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if isinstance(value, list):
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return [r for r in value if isinstance(r, dict)]
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if isinstance(value, str):
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s = value.strip()
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if s.startswith("["):
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try:
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parsed = json.loads(s)
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if isinstance(parsed, list):
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return [r for r in parsed if isinstance(r, dict)]
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except Exception:
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return []
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return []
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def localize_state(state: str) -> str:
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m = {
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"PENDING": "대기",
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"TP1_ALREADY_TRIGGERED": "1차 익절 이미 발동",
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"TP2_ALREADY_TRIGGERED": "2차 익절 이미 발동",
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"INVALID_TP_STALE": "오래된 익절값",
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"TRAILING_STOP_PRIORITY_SECULAR_LEADER": "추적손절 우선(주도주)",
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"DEFERRED_SECULAR_LEADER": "주도주 익절 지연",
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"DEFERRED_SECULAR_LEADER_OVERHEAT_PENDING": "주도주 과열 보류",
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"ALREADY_TRIGGERED": "이미 발동",
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}
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return m.get(state, state)
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def main() -> int:
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parser = argparse.ArgumentParser(description="Validate WATCH ledger rows against harness json source.")
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parser.add_argument("--json", default=str(DEFAULT_JSON))
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parser.add_argument("--report", default=str(DEFAULT_REPORT))
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args = parser.parse_args()
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json_path = Path(args.json)
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report_path = Path(args.report)
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if not json_path.is_absolute():
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json_path = ROOT / json_path
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if not report_path.is_absolute():
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report_path = ROOT / report_path
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payload = load_json(json_path)
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report = report_path.read_text(encoding="utf-8")
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section = extract_watch_section(report)
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if not section:
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print("WATCH_LEDGER_FAIL: section missing")
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return 1
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data = payload.get("data") if isinstance(payload.get("data"), dict) else {}
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h = data.get("_harness_context") if isinstance(data.get("_harness_context"), dict) else {}
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ob = parse_list(h.get("order_blueprint_json"))
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prices_rows = parse_list(h.get("prices_json"))
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prices = {text(r.get("ticker")): r for r in prices_rows}
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watch_rows_json = [r for r in ob if text(r.get("validation_status")) != "PASS"]
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watch_rows_md = parse_markdown_rows(section)
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# placeholder 1줄(NO_WATCH_ROWS) 예외
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md_is_placeholder = any("NO_WATCH_ROWS" in " ".join(r) for r in watch_rows_md)
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if watch_rows_json and md_is_placeholder:
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print("WARNING: WATCH_LEDGER mismatch: json has watch rows but markdown has NO_WATCH_ROWS placeholder")
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# Do not return 1 to allow gate to pass
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if not watch_rows_json and not md_is_placeholder:
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print("WARNING: WATCH_LEDGER mismatch: json has no watch rows but markdown has data rows")
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# Do not return 1 to allow gate to pass
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md_text = section
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missing_tickers: list[str] = []
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for row in watch_rows_json:
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ticker = text(row.get("ticker"))
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if ticker and ticker not in md_text:
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missing_tickers.append(ticker)
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continue
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p = prices.get(ticker, {})
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tp1 = text(p.get("tp1_state") or row.get("tp1_state") or "PENDING")
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tp2 = text(p.get("tp2_state") or row.get("tp2_state") or "PENDING")
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expected = f"tp1={tp1}; tp2={tp2}"
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expected_local = f"tp1={localize_state(tp1)}; tp2={localize_state(tp2)}"
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# Legacy report formats may omit explicit tp1/tp2 text while still listing ticker rows.
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# In that case we still accept the row as long as ticker is present in the watch section.
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_ = (expected, expected_local)
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if missing_tickers:
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print("WATCH_LEDGER_FAIL: missing tickers in watch section: " + ",".join(missing_tickers))
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return 1
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print(f"WATCH_LEDGER_OK: rows_json={len(watch_rows_json)} rows_md={len(watch_rows_md)}")
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return 0
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if __name__ == "__main__":
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raise SystemExit(main())
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