portfolio-optimiser-claude/src/portfolio_optimiser_claude/budget.py
Kjell Tore Guttormsen 111b320b75 feat(portfolio): C3.5 — pre-call run-total USD budget belt (parity row 16/31) [skip-docs]
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
2026-07-23 22:45:37 +02:00

89 lines
4 KiB
Python

"""The budget meter (method-spec §8) — never an unbounded loop, anywhere.
Token accounting comes from the PROVIDER-REPORTED usage after each model call —
never a word-count or character proxy; on counting paths a response missing
usage fails CLOSED (``UsageAccountingError``), not silently uncounted. Crossing
a cap raises ``BudgetExceeded``, a STRUCTURED stop event carrying the breached
kind, the limit, and the observed value — never a silent hang. The token/round
caps come from the fail-fast startup ``TerminationContract`` (§10), which
already refuses non-positive values.
On TOP of the post-charge token/round meter sits an optional PRE-call USD belt
(C3.5): a run-total ``max_cost_usd`` cap the loop checks BEFORE every model
call against the SDK client's accumulated ``total_cost_usd``. Once the
run-total cost has crossed the cap the next call is refused with the same
structured stop event (``kind="cost_usd"``) — belt-and-braces above the SDK's
per-call USD cap, so no future live run can loop past its run budget.
"""
from __future__ import annotations
from typing import Literal
from portfolio_optimiser_claude.contracts import TerminationContract
BudgetKind = Literal["tokens", "rounds", "cost_usd"]
class UsageAccountingError(Exception):
"""A response missing provider-reported usage on a counting path (§8)."""
class BudgetExceeded(Exception):
"""The structured stop event: breached kind + limit + observed value (§8)."""
def __init__(self, kind: BudgetKind, limit: float, observed: float) -> None:
super().__init__(f"budget exceeded: {kind} observed {observed} > limit {limit}")
self.kind: BudgetKind = kind
self.limit = limit
self.observed = observed
class BudgetMeter:
"""Run-scoped usage meter over the startup termination contract (§8).
``max_cost_usd`` is an OPTIONAL run-total USD cap for the pre-call belt
(C3.5); left unset the belt is a no-op and only the token/round caps apply.
When set it must be positive (§10 fail-fast discipline).
"""
def __init__(
self, termination: TerminationContract, *, max_cost_usd: float | None = None
) -> None:
if max_cost_usd is not None and max_cost_usd <= 0:
raise ValueError(f"max_cost_usd must be positive when set, got {max_cost_usd}")
self._termination = termination
self._max_cost_usd = max_cost_usd
self.tokens_used = 0
self.rounds_used = 0
def charge_tokens(self, usage_tokens: int | None) -> None:
"""Charge provider-reported usage; a missing usage fails closed (§8)."""
if usage_tokens is None:
raise UsageAccountingError(
"response carries no usage — token accounting must fail closed (§8)"
)
self.tokens_used += usage_tokens
if self.tokens_used > self._termination.max_tokens:
raise BudgetExceeded("tokens", self._termination.max_tokens, self.tokens_used)
def charge_round(self) -> None:
"""Charge one round tick (debate rounds and between-attempt ticks, §8)."""
self.rounds_used += 1
if self.rounds_used > self._termination.max_rounds:
raise BudgetExceeded("rounds", self._termination.max_rounds, self.rounds_used)
def guard_before_call(self, spent_usd: float) -> None:
"""Pre-call USD belt (C3.5): refuse the NEXT model call once the
accumulated run-total cost has crossed the cap.
This is the ONLY cap read from OUTSIDE the meter — the SDK client
accumulates ``total_cost_usd`` from each ``ResultMessage`` and the loop
passes it here BEFORE every ``client.complete``. No cap configured (or a
scripted client reporting no spend) makes this a no-op, so the offline
suite is untouched. Reaching the cap exactly does not stop (mirrors the
token cap); crossing it raises the structured stop event (§8)."""
if self._max_cost_usd is None:
return
if spent_usd > self._max_cost_usd:
raise BudgetExceeded("cost_usd", self._max_cost_usd, spent_usd)