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feat(portfolio): C3.5 — pre-call run-total USD budget belt (parity row 16/31) [skip-docs]

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Add a pre-call USD belt on top of the post-charge token/round meter (§8),
so no future live run can loop past its run budget. Belt-and-braces above
the SDK's per-call max_budget_usd cap.

- budget.py: optional run-total `max_cost_usd` on BudgetMeter (fail-fast on
  non-positive, §10) + `guard_before_call(spent_usd)` raising the same
  structured stop event (BudgetKind widened with "cost_usd"; limit/observed
  → float). Reaching the cap exactly does not stop; crossing it does
  (mirrors the token cap).
- loop.py: `_guarded_complete` helper reads the client's accumulated
  total_cost_usd (0.0 for scripted clients) and guards BEFORE every
  client.complete; all three call sites routed through it — one detach point.
- sdk_client.py: total_cost_usd already exposed/accumulated — untouched.
- tests/test_budget.py: meter-level cap tests + load-bearing loop-wiring
  test (counting client; detach the guard → unguarded loop runs to the round
  cap → kind "rounds" not "cost_usd" → red).

457→462 green, golden byte-exact, full gate clean (ruff+format+mypy strict,
22 src files), run_s10.py/runs/ byte-untouched. README test-count sync ×2 +
budget.py belt note.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RiTwaKLesgcwXx2mDviqpt
This commit is contained in:
Kjell Tore Guttormsen 2026-07-23 22:45:37 +02:00
commit 111b320b75
4 changed files with 145 additions and 14 deletions
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8
README.md
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@ -13,7 +13,7 @@ human-in-the-loop, and the system learns from the verdicts.
> **Status:** the D7 build (S5–S10) is complete, and the deterministic **ingest layer**
> (CSV and SQL source types) has since been added in front of the loop. The deterministic
> backbone, the agentic loop, the learning loop, and the ingest connectors are wired seam by
> seam, each proven by load-bearing tests (457 tests, all running offline without an API
> seam, each proven by load-bearing tests (462 tests, all running offline without an API
> key). The programme's single budgeted **live model run has been executed and validated** —
> its artifacts are committed under [`runs/s10/`](runs/s10/) (see below).
@ -57,7 +57,9 @@ offline. Module by module:
never by leaking through context.
**Agentic loop** (§3 steps 2–5, §8)
- `budget.py` — the budget meter: no unbounded loop exists anywhere in the framework.
- `budget.py` — the budget meter: no unbounded loop exists anywhere in the framework. On
top of the post-charge token/round caps sits an optional pre-call run-total USD belt that
refuses the next model call once the run has crossed its USD budget.
- `loop.py` — generate, maker–checker debate, gate, and informed refinement: the
validator's previous rejection reason is fed into the next bounded attempt, so the
model corrects against the falsification instead of re-answering identically.
@ -186,7 +188,7 @@ Python ≥3.10 · [`claude-agent-sdk`](https://pypi.org/project/claude-agent-sdk
```bash
uv sync # install dependencies
uv run pytest # 457 tests — run without any API key and without network
uv run pytest # 462 tests — run without any API key and without network
uv run ruff check . && uv run ruff format --check .
uv run mypy src # strict
```