feat(fase3): run_portfolio sequential orchestrator + PortfolioResult aggregate

tests/conftest.py

@@ -93,6 +93,76 @@ def make_client_factory() -> Callable[..., Callable[[str], BaseChatClient]]:
     return _make
 
 
+# A generic VALID SavingsProposal reply for any project not present in a portfolio reply map:
+# affected total = 1 x 100_000 = 100_000, P90 = 0.30 x 100_000 = 30_000, claimed 20_000 <= both
+# (Pydantic affected-total invariant and the validator P90 gate) -> always validates.
+_PORTFOLIO_DEFAULT_REPLY = (
+    '{"measure":"Reduce scope","affected_items":'
+    '[{"code":"01.1","quantity":1,"unit_cost":100000}],"claimed_saving_nok":20000}'
+)
+
+
+class _ProjectAwareUsageChatClient(SyntheticUsageChatClient):
+    """A ``SyntheticUsageChatClient`` that selects its reply by scanning the incoming prompt for
+    a known ``project_id`` substring (the prompt embeds ``project.id`` at run.py:162 and
+    generate.py:48), falling back to a default valid proposal. This keeps ``run_portfolio``'s
+    single ``client_factory`` production-shaped while letting tests vary the proposal per
+    project."""
+
+    def __init__(
+        self, replies: dict[str, str], *, default_reply: str, tokens_per_reply: int = 8
+    ) -> None:
+        super().__init__(default_reply=default_reply, tokens_per_reply=tokens_per_reply)
+        self._replies = dict(replies)
+
+    def _inner_get_response(
+        self, *, messages: Sequence[Message], stream: bool, options: Any, **kwargs: Any
+    ) -> Any:
+        blob = " ".join(getattr(m, "text", "") or "" for m in messages)
+        reply = next((r for pid, r in self._replies.items() if pid in blob), self._default)
+        self.call_count += 1
+        usage = UsageDetails(total_token_count=self._tokens)
+        if stream:
+
+            async def _agen() -> Any:
+                yield ChatResponseUpdate(
+                    role="assistant", contents=[{"type": "text", "text": reply}]
+                )
+
+            return self._build_response_stream(_agen())
+
+        async def _coro() -> ChatResponse:
+            return ChatResponse(
+                messages=[Message(role="assistant", contents=[reply])],
+                response_id="synthetic",
+                usage_details=usage,
+            )
+
+        return _coro()
+
+
+@pytest.fixture()
+def make_portfolio_client_factory() -> Callable[..., Callable[[str], BaseChatClient]]:
+    """Return a maker that builds a single project-aware client factory: every client it
+    produces picks its reply from ``replies`` by scanning the prompt for the project id, so one
+    factory serves the whole portfolio (matching ``run_portfolio``'s single-factory seam)."""
+
+    def _make(
+        replies: dict[str, str],
+        *,
+        default_reply: str = _PORTFOLIO_DEFAULT_REPLY,
+        tokens: int = 8,
+    ) -> Callable[[str], BaseChatClient]:
+        def factory(role: str) -> BaseChatClient:
+            return _ProjectAwareUsageChatClient(
+                replies, default_reply=default_reply, tokens_per_reply=tokens
+            )
+
+        return factory
+
+    return _make
+
+
 @pytest.fixture()
 def fresh_store() -> VerdictStore:
     return VerdictStore(verdicts=[])