A single VerdictStore threaded through run_portfolio: a verdict available when
project k composes survives into project k+1's fold (method-spec §5 cross-project
threading). The optional verdict_dir is the portfolio-level expert inbox, read
before each fold (role split §3 Step 7 — the portfolio never writes a run's own
verdict back; §1/§6 — no self-contamination, only expert/seed verdicts cross).
compose_run_context gains an optional passed-in store (None = fresh; every
existing caller composes exactly as before).
Load-bearing (tests/test_portfolio_learning_loadbearing.py), 2 detach proofs +
control + §4.2 idempotency:
- cross-project threading: project 1's bundle seed survives into project 2's
prompt via the shared store; detach (compose ignores the passed-in store,
always fresh) -> red.
- portfolio inbox fold: a verdict_dir marker reaches the project's fold; detach
(drop the run_portfolio merge) -> red; control (no verdict_dir) -> marker absent.
- double-merge idempotency: a verdict merged before every project folds exactly
once (first-write-wins on id).
437->442 green, golden byte-exact, full gate clean (ruff + format + mypy strict).
run_s10.py and runs/ byte-untouched. README synced (test count, portfolio block,
load-bearing list). K2 re-entrancy test stays green — the shared store threads
verdict fold lines only, never bundle context markers.
[skip-docs]: no invariant changed (CLAUDE.md untouched); the run_portfolio and
compose_run_context docstrings + README carry the doc need.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RiTwaKLesgcwXx2mDviqpt
