kjh2064/QuantEngineByItz

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kjh2064 ee3e799de1 feat: 리밸런싱 엔진 V1 + GAS 버그 수정 (2026-06-13)

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

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Strategy Spec Split Plan

spec/04_strategy_rules.yaml is now a compatibility index. The canonical strategy rules are the split files in this directory.

Canonical split files:

sector_model.yaml: sector score, grade alias, CSCS
entry_core.yaml: regime entry policy, minimalist gate, expected edge
leader_scan.yaml: daily leader scan, anti-climax gate
staged_entry.yaml: staged entry v2, pullback reentry
discovery.yaml: anti-late-trade rule and discovery workflow
entry_gates.yaml: compatibility index only
stock_model.yaml: stock model and satellite classification rules
rebalancing_trigger.yaml: rebalancing trigger rules

Migration rule:

Do not duplicate thresholds without canonical_ref.
Keep old paths valid through spec/04_strategy_rules.yaml.legacy_path_aliases.
spec/09_decision_flow.yaml controls execution order; strategy split files only define domain logic.

919 B Raw Blame History

Strategy Spec Split Plan

919 B

Raw Blame History