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QuantEngineByItz/governance/gas_logic_migration_ledger_v1.yaml
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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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schema_version: gas_logic_migration_ledger.v1
source: governance/gas_logic_migration_ledger_v1.yaml
authored: 2026-06-10
total_findings: 15
classification_summary:
decision_logic: 4
score_logic: 5
price_qty_logic: 4
pure_mapping: 1
display_text: 1
unclassified_findings: 0
# Canonical classification of GAS thin-adapter findings identified by
# validate_gas_thin_adapter_v1.py. Each finding is classified by what type
# of logic it contains and paired with a migration_action.
findings:
- id: F01
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 186
text: "SP_TAKE_PROFIT: 10, // Profit_Pct >= 10% (익절 후보)"
classification: score_logic
migration_action: REGISTER_SP_TAKE_PROFIT
target_file: formulas/score_thresholds_v1.py
status: TODO
- id: F02
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 656
text: "priceBasis = Number.isFinite(tp2Price) ? \"TAKE_PROFIT_TIER2_PRICE\" : \"PRIOR_CLOSE_X_0.998\";"
classification: price_qty_logic
migration_action: MIGRATE_PRICEBASIS_TO_PYTHON
target_file: formulas/price_basis_v1.py
status: TODO
blocking_on: F03 F04 (same function, migrate together)
- id: F03
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 665
text: "priceBasis = Number.isFinite(tp2Price) ? \"TAKE_PROFIT_TIER2_PRICE\" : \"PRIOR_CLOSE_X_0.998\";"
classification: price_qty_logic
migration_action: MIGRATE_PRICEBASIS_TO_PYTHON
target_file: formulas/price_basis_v1.py
status: TODO
blocking_on: F02 F04
- id: F04
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 674
text: "priceBasis = Number.isFinite(tp1Price) ? \"TAKE_PROFIT_TIER1_PRICE\" : \"PRIOR_CLOSE_X_0.998\";"
classification: price_qty_logic
migration_action: MIGRATE_PRICEBASIS_TO_PYTHON
target_file: formulas/price_basis_v1.py
status: TODO
- id: F05
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 678
text: "action = \"TAKE_PROFIT_TIER1\";"
classification: decision_logic
migration_action: MIGRATE_DECISIONS_ROUTING
target_file: formulas/execution_decision_v1.py
status: TODO
- id: F06
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 683
text: "priceBasis = Number.isFinite(tp1Price) ? \"TAKE_PROFIT_TIER1_PRICE\" : \"PRIOR_CLOSE_X_0.998\";"
classification: price_qty_logic
migration_action: MIGRATE_PRICEBASIS_TO_PYTHON
target_file: formulas/price_basis_v1.py
status: TODO
- id: F07
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 1577
text: "score += THRESHOLDS[\"SP_TAKE_PROFIT\"];"
classification: score_logic
migration_action: MIGRATE_SCORE_CALCULATION
target_file: formulas/score_thresholds_v1.py
status: TODO
- id: F08
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 1578
text: "breakdown.push(`take_profit:+${THRESHOLDS[\"SP_TAKE_PROFIT\"]}`)"
classification: display_text
migration_action: DISPLAY_TEXT_PASSTHROUGH
notes: display_text stays in GAS adapter as rendering concern
status: KEEP_IN_GAS
- id: F09
file: src/gas_adapter_parts/gdf_01_price_metrics.gs
line: 2164
text: "TAKE_PROFIT_BASE: 10,"
classification: score_logic
migration_action: REGISTER_TAKE_PROFIT_BASE
target_file: formulas/score_thresholds_v1.py
status: TODO
- id: F10
file: src/gas_adapter_parts/gdf_03_portfolio_gates.gs
line: 1335
text: "return { [\"decisions\"]: routes, traces: traces, lock: true };"
classification: decision_logic
migration_action: MIGRATE_DECISIONS_ROUTING
target_file: formulas/routing_decision_v1.py
status: TODO
- id: F11
file: src/gas_adapter_parts/gdf_03_portfolio_gates.gs
line: 1360
text: "if (holding && holding.stopBreach) return 'STOP_LOSS';"
classification: decision_logic
migration_action: MIGRATE_STOP_BREACH_DECISION
target_file: formulas/stop_loss_gate_v1.py
status: TODO
- id: F12
file: src/gas_adapter_parts/gdf_03_portfolio_gates.gs
line: 2128
text: "[\"distribution_risk_score\"]: Math.min(100, Math.max(0, score)),"
classification: score_logic
migration_action: DELETE_DISTRIBUTION_RISK_GAS
target_file: formulas/distribution_risk_v1.py
status: TODO
notes: Python canonical (build_distribution_risk_v1.py) already exists; GAS version is duplicate
- id: F13
file: src/gas_adapter_parts/gdf_03_portfolio_gates.gs
line: 2132
text: "formula_id: 'DISTRIBUTION_RISK_SCORE_V1'"
classification: pure_mapping
migration_action: DELETE_DISTRIBUTION_RISK_GAS
status: TODO
notes: formula_id tag stays with Python canonical; remove from GAS
- id: F14
file: src/gas_adapter_parts/gdf_03_portfolio_gates.gs
line: 2214
text: "[\"late_chase_risk_score\"]: Math.min(100, Math.max(0, Math.round(lateChaseRisk))),"
classification: score_logic
migration_action: DELETE_LATE_CHASE_RISK_GAS
target_file: formulas/late_chase_risk_v1.py
status: TODO
notes: Python canonical (build_alpha_lead_table_v1.py) computes late_chase_risk; GAS version is duplicate
- id: F15
file: src/gas_adapter_parts/gdf_04_execution_quality.gs
line: 479
text: "if (bqRow.breakout_quality_gate === 'BLOCKED_LATE_CHASE' || alphaRow[\"late_chase_risk_score\"] >= 70)"
classification: decision_logic
migration_action: MIGRATE_LATE_CHASE_GATE
target_file: formulas/late_chase_gate_v1.py
status: TODO
# Migration action summary (9 actions)
migration_actions:
- action_id: REGISTER_SP_TAKE_PROFIT
findings: [F01]
description: Register SP_TAKE_PROFIT threshold (value=10) in Python score_thresholds canonical
priority: LOW
- action_id: REGISTER_TAKE_PROFIT_BASE
findings: [F09]
description: Register TAKE_PROFIT_BASE threshold (value=10) in Python score_thresholds canonical
priority: LOW
- action_id: DELETE_DISTRIBUTION_RISK_GAS
findings: [F12, F13]
description: Remove distribution_risk_score calculation from gdf_03; Python canonical exists
priority: HIGH
blocker: verify build_distribution_risk_v1.py output matches GAS output before delete
- action_id: DELETE_LATE_CHASE_RISK_GAS
findings: [F14]
description: Remove late_chase_risk_score from gdf_03; Python canonical in alpha_lead_table_v1
priority: HIGH
blocker: verify parity before delete
- action_id: MIGRATE_PRICEBASIS_TO_PYTHON
findings: [F02, F03, F04, F06]
description: priceBasis string selection (TIER1/TIER2 or PRIOR_CLOSE_X_0.998) → Python canonical
priority: MEDIUM
- action_id: MIGRATE_SCORE_CALCULATION
findings: [F07]
description: score += THRESHOLDS["SP_TAKE_PROFIT"] pattern → Python canonical scorer
priority: MEDIUM
- action_id: MIGRATE_STOP_BREACH_DECISION
findings: [F11]
description: holding.stopBreach → STOP_LOSS decision → Python canonical stop_loss_gate
priority: HIGH
notes: critical path — must match validate_stop_loss_policy_v1 spec
- action_id: MIGRATE_DECISIONS_ROUTING
findings: [F05, F10]
description: TAKE_PROFIT_TIER1 action assignment and routing lock decision → Python canonical
priority: MEDIUM
- action_id: MIGRATE_LATE_CHASE_GATE
findings: [F15]
description: BLOCKED_LATE_CHASE gate check (threshold 70) → Python canonical gate formula
priority: HIGH
blocker: late_chase_risk_score must come from Python before GAS gate can be removed
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