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>
94 lines
3.1 KiB
Python
94 lines
3.1 KiB
Python
from __future__ import annotations
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import argparse
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import json
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import subprocess
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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_REBOUND = ROOT / "Temp" / "rebound_sell_efficiency_v1.json"
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DEFAULT_OUT = ROOT / "Temp" / "smart_cash_recovery_v5.json"
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TEMP_V4 = ROOT / "Temp" / "_smart_cash_recovery_v4_for_v5.json"
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def _load(path: Path) -> dict[str, Any]:
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if not path.exists():
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return {}
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try:
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obj = json.loads(path.read_text(encoding="utf-8"))
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except Exception:
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return {}
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return obj if isinstance(obj, dict) else {}
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def main() -> int:
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ap = argparse.ArgumentParser()
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ap.add_argument("--json", default=str(DEFAULT_JSON))
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ap.add_argument("--rebound", default=str(DEFAULT_REBOUND))
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ap.add_argument("--out", default=str(DEFAULT_OUT))
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args = ap.parse_args()
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jp = Path(args.json)
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rp = Path(args.rebound)
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op = Path(args.out)
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if not jp.is_absolute():
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jp = ROOT / jp
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if not rp.is_absolute():
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rp = ROOT / rp
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if not op.is_absolute():
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op = ROOT / op
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cmd = [
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"python",
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"tools/build_smart_cash_recovery_v4.py",
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"--json",
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str(jp),
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"--rebound",
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str(rp),
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"--out",
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str(TEMP_V4),
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]
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proc = subprocess.run(cmd, cwd=str(ROOT), text=True, capture_output=True, encoding="utf-8", errors="replace")
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if proc.returncode != 0:
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print((proc.stdout or "") + (proc.stderr or ""))
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return proc.returncode
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v4 = _load(TEMP_V4)
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result = dict(v4)
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selected_combo = []
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for row in result.get("selected_sell_combo") or []:
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if isinstance(row, dict):
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enriched = dict(row)
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execution_allowed = bool(result.get("execution_allowed"))
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enriched["hts_candidate"] = execution_allowed
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enriched["ledger_only"] = not execution_allowed
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enriched["execution_allowed"] = execution_allowed
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enriched["execution_block_reason"] = (
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"VALUE_DAMAGE_GT_10"
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if not execution_allowed and float(result.get("value_damage_pct_avg") or 0.0) > 10.0
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else ("SHORTFALL_UNCOVERED" if not bool(result.get("cash_shortfall_covered")) else "")
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)
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selected_combo.append(enriched)
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if selected_combo:
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result["selected_sell_combo"] = selected_combo
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result["formula_id"] = "SMART_CASH_RECOVERY_V5"
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result["upgraded_from"] = "SMART_CASH_RECOVERY_V4"
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result["v5_enforced"] = {
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"value_damage_pct_avg_max": 10.0,
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"cash_shortfall_covered_required": True,
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"hts_candidate_rows": len([r for r in selected_combo if r.get("hts_candidate")]),
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"ledger_only_rows": len([r for r in selected_combo if r.get("ledger_only")]),
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}
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op.parent.mkdir(parents=True, exist_ok=True)
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op.write_text(json.dumps(result, ensure_ascii=False, indent=2), encoding="utf-8")
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print(json.dumps(result, ensure_ascii=False, indent=2))
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return 0
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if __name__ == "__main__":
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raise SystemExit(main())
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