1
0
Fork 0
portfolio-optimiser-commons/README.md
Kjell Tore Guttormsen ddaae5d637 chore(release): publiseringsklar for open/ — README for standalone rot + MIT + policy-filer
Commons konsumeres som `shared/`-subtree av to repo som allerede ligger i
`open/`. Innholdet var dermed offentlig fra før, men PEKEREN var det ikke:
`shared/README.md` i open/portfolio-optimiser lenker til `ktg/`-namespacet og
sier «All edits land in commons first (clone it, commit, push there)» — en URL
en fremmed får 404 på. Dette gjør repoet publiserbart under open/.

README: hodet var skrevet som om fila fortsatt lå i en konsuments `shared/`.
H1 var `# shared/ — framework-neutral core`, og innledningen sa «this
repository — the method built on MAF» — som beskriver et ANNET repo når fila
leses fra commons' rot. Siste linje lenket til
docs/plan/2026-06-26-maalbilde-agentic-loop.md, som ikke finnes her (den bor i
portfolio-optimiser). Alle tre rettet; de to konsumentene er nå utgående
lenker, ikke «dette repoet».

Lagt til for `shared-asset`-klassen (repo-standard): LICENSE (MIT, byte-likt
med soesknene) og `## Non-goals`. Klassen krever ikke `## Install` — repoet
vendorers, det installeres ikke.

CONTRIBUTING/SECURITY/CODE_OF_CONDUCT kreves av INGEN klasse; de er med for
konsistens med de to soesknene. CONTRIBUTING er SKREVET OM, ikke kopiert:
soesknenes versjon ber om Pull Requests, men org-ops slo PR-fanen av paa alle
19 repo fordi CONVENTIONS.md publiserer at PR-er ikke aksepteres. Aa kopiere
den ville importert en motsigelse.

SECURITY er omskrevet for et repo uten kjoerbar kode: angrepsflaten er spec-
tekst som binder konsumentene, ikke et avhengighetstre.

Gate: repo-standard v0.2.2, klasse shared-asset — 0 ERROR, 8 passerte. De 3
gjenstaaende WARN er falske positive mot nav-golden-fixturene (bundle-relative
lenker + tilsiktede escape-nyttelaster som IKKE skal resolve). Fixturene er
uroert: de konsumeres som ekte gate av portfolio-optimiser (0d50ab8).

Verifisert foer commit: ingen secrets i sporet innhold eller i historikkens 37
commits; ingen e-post utover org-kontakten; STATE.md og *.local.md fortsatt
usporet.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_013XuKPjWwJZNUponVrhoyY1
2026-08-04 22:32:17 +02:00

102 lines
6.1 KiB
Markdown

# portfolio-optimiser-commons
Framework-neutral shared core of the portfolio-optimiser method: the normative specs, example bundles and golden fixtures vendored by both reference implementations.
[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](LICENSE)
This repository is the **source of truth** for everything in the portfolio-optimiser method
that is **independent of any AI agent framework**. It holds no runnable code — only
normative specifications, example data, and expected outcomes.
Two reference implementations consume it, unchanged, as a `git subtree` at `shared/`:
- [`portfolio-optimiser`](https://git.fromaitochitta.com/open/portfolio-optimiser) — the
method on **Microsoft Agent Framework (MAF)**;
- [`portfolio-optimiser-claude`](https://git.fromaitochitta.com/open/portfolio-optimiser-claude)
— the same method on the **Claude Agent SDK**.
Sharing one identical core is what makes the two implementations a *fair comparison*: both
consume the same concept, the same example data, and the same expected outcomes, so the only
thing that differs is the agent framework itself. The second implementation is built from the
specifications alone, without reverse-engineering the reference code.
## Contents
- [`method-spec.md`](method-spec.md) — the **normative method specification**, framework-neutral
(the prose never names a concrete agent toolkit — enforced by a guard test): the 8-step loop,
the verdict JSON contract, the inbox/outbox folder contract, the promotion-gate semantics, the
IR projection + golden suite as the only ground truth, and the budget/provenance requirements.
- [`ingest-spec.md`](ingest-spec.md) — the **normative ingest specification**, framework-neutral
(same guard rule): the deterministic ingest step that materializes real data sources as OKF
bundles BEFORE the loop — the polymorphic manifest schema (file/CSV, SQL, HTTP as extension
point), the credential-reference rule, the verdict-layer reservation, the ingest provenance
frontmatter with an explicit timestamp, the index-generation requirement, and the
golden-extraction format.
- [`CONCEPT.md`](CONCEPT.md) — the business concept, written for a non-specialist (e.g. a
business developer at another company). Written in Norwegian.
- [`examples/bygg-energi-mikro/`](examples/bygg-energi-mikro/) — the first example knowledge
bundle (OKF / LLM-wiki): one office building, one LED-retrofit measure, with a seed expert
verdict encoding the realization gap and a golden-suite of expected validator outcomes. A small
**dev fixture** for exercising the agentic loop; a realistic full-scale example comes later.
- [`examples/nav-golden-hierarchy/`](examples/nav-golden-hierarchy/) and
[`examples/nav-golden-escape/`](examples/nav-golden-escape/) — the **nav-golden** fixture class:
`bundle/` in, `expected-read-context.md` out, exercising the navigation contract (method-spec §3
Step 1) with one positive case (hierarchy, dedup, cycle termination, verdict exclusion) and one
negative case (`..` and root-relative escapes, so a gate built on them can actually go red). Each
case documents itself in its own `README.md`. **Informative listing only** — no normative file
refers to this class, and the comparison rule is deliberately not pinned (each case's README
leaves a gate free to compare byte-exact or after trailing-whitespace normalization), so these
are not ground truth in the sense method-spec §7 uses the word.
- [`skills/expert-reviewer/`](skills/expert-reviewer/) — the **expert-reviewer persona** as a
framework-neutral Agent Skill: a `SKILL.md` persona prompt (energy-advisor / M&V role + the
realization-gap methodology the validator cannot compute) and a canonical
`references/example-verdict.json`. Both reference implementations instantiate the reviewer from
this one artifact; this repository stays pure data (each stack reads the JSON with its own loader).
- [`docs/plan/`](docs/plan/) — the decision record: how each ruling in the specifications above was
arrived at, including the ones that were later reversed. Working documents, not normative, and
written in a mix of Norwegian and English.
## Vendoring this repository
This repository is **vendored, not installed** — there is no package to add. Each consuming
repository carries it as a `git subtree` under `shared/`, so the specs and fixtures are present in
a normal checkout with no extra tooling.
Register the remote once, from the consuming repository's root:
```sh
git remote add commons https://git.fromaitochitta.com/open/portfolio-optimiser-commons.git
git subtree add --prefix=shared commons main --squash
```
Then pull updates with:
```sh
git subtree pull --prefix=shared commons main --squash
```
**Sync is pull-only. All edits land here first** — commit and push in this repository, then pull
them into each consumer.
**Never run `git subtree push` from a consuming repository.** Observed 2026-07-03: because a
consumer's history contains commits that create and delete the `shared/` prefix, the push re-split
leaked the consumer's *entire* history into this repository (cleaned up by force-push the same
day). Pull-only keeps this repository the clean source of truth.
## Non-goals
- **Not a runnable system.** No pipeline, no CLI, no package. The specifications describe
behaviour; the two implementation repositories provide it.
- **No framework dependency.** Nothing here may import or depend on a specific agent framework.
If it does, it does not belong in this repository — that is what "framework-neutral" buys, and a
guard test in each consumer enforces it for the two normative specs.
- **Not a general-purpose knowledge-format standard.** The bundle layout follows the upstream Open
Knowledge Format where it applies; this repository does not seek to replace or extend it beyond
what the method needs.
- **Not a home for implementation decisions.** Anything true of only one of the two stacks belongs
in that stack's repository, not here.
- **No inbound patches through this forge.** See [CONTRIBUTING.md](CONTRIBUTING.md).
## License
[MIT](LICENSE) © 2026 Kjell Tore Guttormsen