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feat(portfolio): K2 — sequential multi-project run (parity row 4)

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New portfolio.py: run_portfolio drives N projects sequentially from a
schema-validated reference config, composing each project's §5 context
(merge inbox -> seed -> fold) and running the loop core UNCHANGED per
project, collecting one typed result per project IN CONFIG ORDER. This is
the run path MAF got in its Fase 1 and D7 never had — the prior entrances
(run.py, run_s10.py) drive a single bundle. PortfolioResult holds
per-project results tagged with the config project_id.

Re-entrancy (§3 Step 3): each project composes its OWN context inside the
loop, never a hoisted shared one, so nothing survives one project into the
next except the explicitly shared mutable state — the §8 budget meter, a
portfolio-wide cap. Failure policy is a STACK-LOCAL choice until D-D: the
default RAISES (today everything is thrown); K18 flips it to
collect-and-continue when the D-D wave model lands.

New config contract in contracts.py: ReferenceProjectContract (project_id +
required non-empty bundle_dir + optional inbox_dir) + ReferenceProjectsContract,
loaded fail-fast by load_reference_projects (§10) — a project without a
bundle path is refused before any run. New data/reference_projects.json
example (shape-validated, never executed by the suite). New repo-local
mini-bundle fixture under tests/data/ (a distinct second project, VFD-retrofit
— ALDRI in shared/).

Two detach proofs delivered: drop the bundle_dir Field requirement -> a run
starts on the invalid config and only crashes mid-run -> the fail-fast test
goes red; hoist the per-project composition out of the loop -> project 2 runs
on project 1's context and the VFD marker never reaches its prompt -> the
re-entrancy test goes red. 11 new tests (test_portfolio.py 5 +
test_contracts.py TestReferenceProjects 6). 426 -> 437 tests, golden
byte-exact, full gate clean (ruff + format + mypy strict). README synced
(test count + a Run layer module block).

[skip-docs] — README documents the new module; CLAUDE.md holds invariants
(rules/commands) only, and K2 adds no new invariant, command, or convention.

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 21:39:39 +02:00
commit f2c64da9ee
10 changed files with 406 additions and 3 deletions
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tests/data/mini-bundle/validator-input.json Normal file
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{
"_note": "IR-projeksjon (ir.SavingsProposal) for K2-fixturen. Distinkt fra bygg-energi-mikro: annet prosjekt, annet tiltak, annen kost-kode. claimed_saving_nok ligger godt under feasibel-grensen (0.30 x 120000 = 36000) slik at validate_proposal deterministisk gir ValidatedProposal uansett MC-band.",
"project_id": "PUMPE-SOR",
"measure": "VFD-retrofit av 12 sirkulasjonspumper (konstant -> turtallsregulert drift)",
"affected_items": [
{
"code": "ENERGI-PUMPE-EL",
"quantity": 120000,
"unit_cost": 1.0
}
],
"claimed_saving_nok": 12000,
"assumptions": {
"ENERGI-PUMPE-EL": [0.70, 1.40]
}
}