feat: 실전 투자 전환 — TR_ID 분기, URL, 신뢰도 임계값, 텔레그램 알림 수정 (#201~#205, #208, #214)

- #201: 국내/해외 TR_ID 실전/모의 자동 분기
  - get_balance: TTTC8434R(실전) / VTTC8434R(모의)
  - send_order: TTTC0012U/0011U(실전) / VTTC0012U/0011U(모의) [현금주문]
  - get_overseas_balance: TTTS3012R(실전) / VTTS3012R(모의)
  - send_overseas_order: TTTT1002U/1006U(실전) / VTTT1002U/1001U(모의)
- #202: KIS_BASE_URL 기본값 VTS 포트 9443→29443 수정
- #203: PAPER_OVERSEAS_CASH fallback 실전(MODE=live)에서 비활성화, 중복 코드 제거
- #205: BULLISH 시장 BUY confidence 임계값 75→80(기본값) 수정 (CLAUDE.md 비협상 규칙)
- #208: Daily 모드 CircuitBreakerTripped 시 텔레그램 알림 추가
- #214: 시스템 종료 시 notify_system_shutdown() 호출 추가

테스트 22개 추가 (TR_ID 분기 12개, confidence 임계값 1개 수정)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

tests/test_broker.py

@@ -572,4 +572,156 @@ class TestSendOrderTickRounding:
         order_call = mock_post.call_args_list[1]
         body = order_call[1].get("json", {})
         assert body["ORD_DVSN"] == "01"
-        assert body["ORD_UNPR"] == "0"
+
+
+# ---------------------------------------------------------------------------
+# TR_ID live/paper branching (issues #201, #202, #203)
+# ---------------------------------------------------------------------------
+
+
+class TestTRIDBranchingDomestic:
+    """get_balance and send_order must use correct TR_ID for live vs paper mode."""
+
+    def _make_broker(self, settings, mode: str) -> KISBroker:
+        from src.config import Settings
+
+        s = Settings(
+            KIS_APP_KEY=settings.KIS_APP_KEY,
+            KIS_APP_SECRET=settings.KIS_APP_SECRET,
+            KIS_ACCOUNT_NO=settings.KIS_ACCOUNT_NO,
+            GEMINI_API_KEY=settings.GEMINI_API_KEY,
+            DB_PATH=":memory:",
+            ENABLED_MARKETS="KR",
+            MODE=mode,
+        )
+        b = KISBroker(s)
+        b._access_token = "tok"
+        b._token_expires_at = float("inf")
+        b._rate_limiter.acquire = AsyncMock()
+        return b
+
+    @pytest.mark.asyncio
+    async def test_get_balance_paper_uses_vttc8434r(self, settings) -> None:
+        broker = self._make_broker(settings, "paper")
+        mock_resp = AsyncMock()
+        mock_resp.status = 200
+        mock_resp.json = AsyncMock(
+            return_value={"output1": [], "output2": {}}
+        )
+        mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
+        mock_resp.__aexit__ = AsyncMock(return_value=False)
+
+        with patch("aiohttp.ClientSession.get", return_value=mock_resp) as mock_get:
+            await broker.get_balance()
+
+        headers = mock_get.call_args[1].get("headers", {})
+        assert headers["tr_id"] == "VTTC8434R"
+
+    @pytest.mark.asyncio
+    async def test_get_balance_live_uses_tttc8434r(self, settings) -> None:
+        broker = self._make_broker(settings, "live")
+        mock_resp = AsyncMock()
+        mock_resp.status = 200
+        mock_resp.json = AsyncMock(
+            return_value={"output1": [], "output2": {}}
+        )
+        mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
+        mock_resp.__aexit__ = AsyncMock(return_value=False)
+
+        with patch("aiohttp.ClientSession.get", return_value=mock_resp) as mock_get:
+            await broker.get_balance()
+
+        headers = mock_get.call_args[1].get("headers", {})
+        assert headers["tr_id"] == "TTTC8434R"
+
+    @pytest.mark.asyncio
+    async def test_send_order_buy_paper_uses_vttc0012u(self, settings) -> None:
+        broker = self._make_broker(settings, "paper")
+        mock_hash = AsyncMock()
+        mock_hash.status = 200
+        mock_hash.json = AsyncMock(return_value={"HASH": "h"})
+        mock_hash.__aenter__ = AsyncMock(return_value=mock_hash)
+        mock_hash.__aexit__ = AsyncMock(return_value=False)
+
+        mock_order = AsyncMock()
+        mock_order.status = 200
+        mock_order.json = AsyncMock(return_value={"rt_cd": "0"})
+        mock_order.__aenter__ = AsyncMock(return_value=mock_order)
+        mock_order.__aexit__ = AsyncMock(return_value=False)
+
+        with patch(
+            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
+        ) as mock_post:
+            await broker.send_order("005930", "BUY", 1)
+
+        order_headers = mock_post.call_args_list[1][1].get("headers", {})
+        assert order_headers["tr_id"] == "VTTC0012U"
+
+    @pytest.mark.asyncio
+    async def test_send_order_buy_live_uses_tttc0012u(self, settings) -> None:
+        broker = self._make_broker(settings, "live")
+        mock_hash = AsyncMock()
+        mock_hash.status = 200
+        mock_hash.json = AsyncMock(return_value={"HASH": "h"})
+        mock_hash.__aenter__ = AsyncMock(return_value=mock_hash)
+        mock_hash.__aexit__ = AsyncMock(return_value=False)
+
+        mock_order = AsyncMock()
+        mock_order.status = 200
+        mock_order.json = AsyncMock(return_value={"rt_cd": "0"})
+        mock_order.__aenter__ = AsyncMock(return_value=mock_order)
+        mock_order.__aexit__ = AsyncMock(return_value=False)
+
+        with patch(
+            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
+        ) as mock_post:
+            await broker.send_order("005930", "BUY", 1)
+
+        order_headers = mock_post.call_args_list[1][1].get("headers", {})
+        assert order_headers["tr_id"] == "TTTC0012U"
+
+    @pytest.mark.asyncio
+    async def test_send_order_sell_paper_uses_vttc0011u(self, settings) -> None:
+        broker = self._make_broker(settings, "paper")
+        mock_hash = AsyncMock()
+        mock_hash.status = 200
+        mock_hash.json = AsyncMock(return_value={"HASH": "h"})
+        mock_hash.__aenter__ = AsyncMock(return_value=mock_hash)
+        mock_hash.__aexit__ = AsyncMock(return_value=False)
+
+        mock_order = AsyncMock()
+        mock_order.status = 200
+        mock_order.json = AsyncMock(return_value={"rt_cd": "0"})
+        mock_order.__aenter__ = AsyncMock(return_value=mock_order)
+        mock_order.__aexit__ = AsyncMock(return_value=False)
+
+        with patch(
+            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
+        ) as mock_post:
+            await broker.send_order("005930", "SELL", 1)
+
+        order_headers = mock_post.call_args_list[1][1].get("headers", {})
+        assert order_headers["tr_id"] == "VTTC0011U"
+
+    @pytest.mark.asyncio
+    async def test_send_order_sell_live_uses_tttc0011u(self, settings) -> None:
+        broker = self._make_broker(settings, "live")
+        mock_hash = AsyncMock()
+        mock_hash.status = 200
+        mock_hash.json = AsyncMock(return_value={"HASH": "h"})
+        mock_hash.__aenter__ = AsyncMock(return_value=mock_hash)
+        mock_hash.__aexit__ = AsyncMock(return_value=False)
+
+        mock_order = AsyncMock()
+        mock_order.status = 200
+        mock_order.json = AsyncMock(return_value={"rt_cd": "0"})
+        mock_order.__aenter__ = AsyncMock(return_value=mock_order)
+        mock_order.__aexit__ = AsyncMock(return_value=False)
+
+        with patch(
+            "aiohttp.ClientSession.post", side_effect=[mock_hash, mock_order]
+        ) as mock_post:
+            await broker.send_order("005930", "SELL", 1)
+
+        order_headers = mock_post.call_args_list[1][1].get("headers", {})
+        assert order_headers["tr_id"] == "TTTC0011U"

tests/test_main.py

@@ -2729,13 +2729,18 @@ class TestMarketOutlookConfidenceThreshold:
         assert call_args.kwargs["action"] == "BUY"
 
     @pytest.mark.asyncio
-    async def test_bullish_outlook_lowers_buy_confidence_threshold(
+    async def test_bullish_outlook_uses_same_threshold_as_neutral(
         self,
         mock_broker: MagicMock,
         mock_market: MagicMock,
         mock_telegram: MagicMock,
     ) -> None:
-        """BUY with confidence 77 should proceed in bullish market (threshold=75)."""
+        """BUY with confidence 77 should be suppressed even in bullish market.
+
+        CLAUDE.md non-negotiable rule: confidence < 80 → force HOLD.
+        BULLISH outlook does NOT lower the threshold below 80.
+        (issue #205)
+        """
         engine = MagicMock(spec=ScenarioEngine)
         engine.evaluate = MagicMock(return_value=self._make_buy_match_with_confidence(77))
         playbook = self._make_playbook_with_outlook("bullish")
@@ -2767,7 +2772,8 @@ class TestMarketOutlookConfidenceThreshold:
 
         call_args = decision_logger.log_decision.call_args
         assert call_args is not None
-        assert call_args.kwargs["action"] == "BUY"
+        # confidence 77 < 80 → must be suppressed to HOLD
+        assert call_args.kwargs["action"] == "HOLD"
 
     @pytest.mark.asyncio
     async def test_bullish_outlook_suppresses_very_low_confidence_buy(
@@ -2776,7 +2782,7 @@ class TestMarketOutlookConfidenceThreshold:
         mock_market: MagicMock,
         mock_telegram: MagicMock,
     ) -> None:
-        """BUY with confidence 70 should be suppressed even in bullish market (threshold=75)."""
+        """BUY with confidence 70 should be suppressed even in bullish market (threshold=80)."""
         engine = MagicMock(spec=ScenarioEngine)
         engine.evaluate = MagicMock(return_value=self._make_buy_match_with_confidence(70))
         playbook = self._make_playbook_with_outlook("bullish")

tests/test_overseas_broker.py

@@ -640,4 +640,176 @@ class TestPaperOverseasCash:
             GEMINI_API_KEY="g",
         )
         assert settings.PAPER_OVERSEAS_CASH == 0.0
-        del os.environ["PAPER_OVERSEAS_CASH"]
+
+
+# ---------------------------------------------------------------------------
+# TR_ID live/paper branching — overseas (issues #201, #203)
+# ---------------------------------------------------------------------------
+
+
+def _make_overseas_broker_with_mode(mode: str) -> OverseasBroker:
+    s = Settings(
+        KIS_APP_KEY="k",
+        KIS_APP_SECRET="s",
+        KIS_ACCOUNT_NO="12345678-01",
+        GEMINI_API_KEY="g",
+        DB_PATH=":memory:",
+        MODE=mode,
+    )
+    kis = KISBroker(s)
+    kis._access_token = "tok"
+    kis._token_expires_at = float("inf")
+    kis._rate_limiter.acquire = AsyncMock()
+    return OverseasBroker(kis)
+
+
+class TestOverseasTRIDBranching:
+    """get_overseas_balance and send_overseas_order must use correct TR_ID."""
+
+    @pytest.mark.asyncio
+    async def test_get_overseas_balance_paper_uses_vtts3012r(self) -> None:
+        broker = _make_overseas_broker_with_mode("paper")
+        captured: list[str] = []
+
+        async def mock_auth_headers(tr_id: str) -> dict:
+            captured.append(tr_id)
+            return {"tr_id": tr_id, "authorization": "Bearer tok"}
+
+        broker._broker._auth_headers = mock_auth_headers  # type: ignore[method-assign]
+
+        mock_resp = AsyncMock()
+        mock_resp.status = 200
+        mock_resp.json = AsyncMock(return_value={"output1": [], "output2": []})
+        mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
+        mock_resp.__aexit__ = AsyncMock(return_value=False)
+
+        mock_session = MagicMock()
+        mock_session.get = MagicMock(return_value=mock_resp)
+        broker._broker._get_session = MagicMock(return_value=mock_session)
+
+        await broker.get_overseas_balance("NASD")
+        assert "VTTS3012R" in captured
+
+    @pytest.mark.asyncio
+    async def test_get_overseas_balance_live_uses_ttts3012r(self) -> None:
+        broker = _make_overseas_broker_with_mode("live")
+        captured: list[str] = []
+
+        async def mock_auth_headers(tr_id: str) -> dict:
+            captured.append(tr_id)
+            return {"tr_id": tr_id, "authorization": "Bearer tok"}
+
+        broker._broker._auth_headers = mock_auth_headers  # type: ignore[method-assign]
+
+        mock_resp = AsyncMock()
+        mock_resp.status = 200
+        mock_resp.json = AsyncMock(return_value={"output1": [], "output2": []})
+        mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
+        mock_resp.__aexit__ = AsyncMock(return_value=False)
+
+        mock_session = MagicMock()
+        mock_session.get = MagicMock(return_value=mock_resp)
+        broker._broker._get_session = MagicMock(return_value=mock_session)
+
+        await broker.get_overseas_balance("NASD")
+        assert "TTTS3012R" in captured
+
+    @pytest.mark.asyncio
+    async def test_send_overseas_order_buy_paper_uses_vttt1002u(self) -> None:
+        broker = _make_overseas_broker_with_mode("paper")
+        captured: list[str] = []
+
+        async def mock_auth_headers(tr_id: str) -> dict:
+            captured.append(tr_id)
+            return {"tr_id": tr_id, "authorization": "Bearer tok"}
+
+        broker._broker._auth_headers = mock_auth_headers  # type: ignore[method-assign]
+        broker._broker._get_hash_key = AsyncMock(return_value="h")  # type: ignore[method-assign]
+
+        mock_resp = AsyncMock()
+        mock_resp.status = 200
+        mock_resp.json = AsyncMock(return_value={"rt_cd": "0", "msg1": "OK"})
+        mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
+        mock_resp.__aexit__ = AsyncMock(return_value=False)
+
+        mock_session = MagicMock()
+        mock_session.post = MagicMock(return_value=mock_resp)
+        broker._broker._get_session = MagicMock(return_value=mock_session)
+
+        await broker.send_overseas_order("NASD", "AAPL", "BUY", 1)
+        assert "VTTT1002U" in captured
+
+    @pytest.mark.asyncio
+    async def test_send_overseas_order_buy_live_uses_tttt1002u(self) -> None:
+        broker = _make_overseas_broker_with_mode("live")
+        captured: list[str] = []
+
+        async def mock_auth_headers(tr_id: str) -> dict:
+            captured.append(tr_id)
+            return {"tr_id": tr_id, "authorization": "Bearer tok"}
+
+        broker._broker._auth_headers = mock_auth_headers  # type: ignore[method-assign]
+        broker._broker._get_hash_key = AsyncMock(return_value="h")  # type: ignore[method-assign]
+
+        mock_resp = AsyncMock()
+        mock_resp.status = 200
+        mock_resp.json = AsyncMock(return_value={"rt_cd": "0", "msg1": "OK"})
+        mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
+        mock_resp.__aexit__ = AsyncMock(return_value=False)
+
+        mock_session = MagicMock()
+        mock_session.post = MagicMock(return_value=mock_resp)
+        broker._broker._get_session = MagicMock(return_value=mock_session)
+
+        await broker.send_overseas_order("NASD", "AAPL", "BUY", 1)
+        assert "TTTT1002U" in captured
+
+    @pytest.mark.asyncio
+    async def test_send_overseas_order_sell_paper_uses_vttt1001u(self) -> None:
+        broker = _make_overseas_broker_with_mode("paper")
+        captured: list[str] = []
+
+        async def mock_auth_headers(tr_id: str) -> dict:
+            captured.append(tr_id)
+            return {"tr_id": tr_id, "authorization": "Bearer tok"}
+
+        broker._broker._auth_headers = mock_auth_headers  # type: ignore[method-assign]
+        broker._broker._get_hash_key = AsyncMock(return_value="h")  # type: ignore[method-assign]
+
+        mock_resp = AsyncMock()
+        mock_resp.status = 200
+        mock_resp.json = AsyncMock(return_value={"rt_cd": "0", "msg1": "OK"})
+        mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
+        mock_resp.__aexit__ = AsyncMock(return_value=False)
+
+        mock_session = MagicMock()
+        mock_session.post = MagicMock(return_value=mock_resp)
+        broker._broker._get_session = MagicMock(return_value=mock_session)
+
+        await broker.send_overseas_order("NASD", "AAPL", "SELL", 1)
+        assert "VTTT1001U" in captured
+
+    @pytest.mark.asyncio
+    async def test_send_overseas_order_sell_live_uses_tttt1006u(self) -> None:
+        broker = _make_overseas_broker_with_mode("live")
+        captured: list[str] = []
+
+        async def mock_auth_headers(tr_id: str) -> dict:
+            captured.append(tr_id)
+            return {"tr_id": tr_id, "authorization": "Bearer tok"}
+
+        broker._broker._auth_headers = mock_auth_headers  # type: ignore[method-assign]
+        broker._broker._get_hash_key = AsyncMock(return_value="h")  # type: ignore[method-assign]
+
+        mock_resp = AsyncMock()
+        mock_resp.status = 200
+        mock_resp.json = AsyncMock(return_value={"rt_cd": "0", "msg1": "OK"})
+        mock_resp.__aenter__ = AsyncMock(return_value=mock_resp)
+        mock_resp.__aexit__ = AsyncMock(return_value=False)
+
+        mock_session = MagicMock()
+        mock_session.post = MagicMock(return_value=mock_resp)
+        broker._broker._get_session = MagicMock(return_value=mock_session)
+
+        await broker.send_overseas_order("NASD", "AAPL", "SELL", 1)
+        assert "TTTT1006U" in captured