feat(fase2): wire BudgetMiddleware + retrieval tool onto the debate in run_project

src/portfolio_optimiser/run.py

@@ -31,9 +31,13 @@ from dataclasses import dataclass
 from agent_framework import BaseChatClient, SessionContext
 
 from portfolio_optimiser.backends import Profile, get_backend, resolve_model
-from portfolio_optimiser.budget import Budget, TokenMeter
+from portfolio_optimiser.budget import Budget, BudgetMiddleware, TokenMeter
 from portfolio_optimiser.contracts import load_contracts
-from portfolio_optimiser.datasource import chunk_dict_to_citation, retrieve_chunks
+from portfolio_optimiser.datasource import (
+    chunk_dict_to_citation,
+    make_retrieval_tool,
+    retrieve_chunks,
+)
 from portfolio_optimiser.generate import generate_via_llm
 from portfolio_optimiser.ir import SavingsProposal
 from portfolio_optimiser.provenance import ProvenanceStamp
@@ -118,9 +122,20 @@ async def run_project(
     context = "\n".join(c["snippet"] for c in chunks)
 
     # 4. Budget + maker-checker debate (round-capped; Layer-1 HITL optional).
+    # The shared meter is driven on the debate's chat calls by the BudgetMiddleware
+    # (the brief's named short-circuit mechanism); the retrieval tool exposes the
+    # citation-bearing data source to the agents (no longer string-stuffed out-of-band).
     meter = TokenMeter(Budget(max_tokens=max_tokens, max_rounds=max(max_rounds * 4, 4)))
     factory = client_factory if client_factory is not None else _default_factory(profile)
-    debate = fresh_workflow(factory, max_rounds=max_rounds, enable_layer1_hitl=enable_layer1_hitl)
+    budget_mw = BudgetMiddleware(meter)
+    retrieval_tool = make_retrieval_tool(docs_dir, top_k=top_k)
+    debate = fresh_workflow(
+        factory,
+        max_rounds=max_rounds,
+        enable_layer1_hitl=enable_layer1_hitl,
+        tools=[retrieval_tool],
+        middleware=[budget_mw],
+    )
     await debate.run(f"Find a cost-saving measure for {project.id}.\nContext:\n{context}")
 
     # 5. Structured candidate -> blocking validation; token bound = the meter in this loop.

tests/test_vertical_slice_e2e.py

@@ -27,8 +27,12 @@ _VI = {"decision": "approved", "rationale": "feasible within range"}
 
 async def test_a_valid_proposal_end_to_end(docs_dir, make_client_factory, fresh_store) -> None:
     result = await run_project(
-        "FV42-GSV-E1", "local", docs_dir=docs_dir, verdict_input=_VI,
+        "FV42-GSV-E1",
-        client_factory=make_client_factory(_VALID), store=fresh_store,
+        "local",
+        docs_dir=docs_dir,
+        verdict_input=_VI,
+        client_factory=make_client_factory(_VALID),
+        store=fresh_store,
     )
     assert isinstance(result.outcome, ValidatedProposal)
     stamp = result.provenance
@@ -39,9 +43,12 @@ async def test_a_valid_proposal_end_to_end(docs_dir, make_client_factory, fresh_
 
 async def test_b_out_of_range_is_rejected(docs_dir, make_client_factory, fresh_store) -> None:
     result = await run_project(
-        "FV42-GSV-E1", "local", docs_dir=docs_dir,
+        "FV42-GSV-E1",
+        "local",
+        docs_dir=docs_dir,
         verdict_input={"decision": "rejected", "rationale": "claim too high"},
-        client_factory=make_client_factory(_OUT_OF_RANGE), store=fresh_store,
+        client_factory=make_client_factory(_OUT_OF_RANGE),
+        store=fresh_store,
     )
     assert isinstance(result.outcome, Rejection)
     assert result.outcome.reason
@@ -49,8 +56,12 @@ async def test_b_out_of_range_is_rejected(docs_dir, make_client_factory, fresh_s
 
 async def test_c_layer2_verdict_is_persisted(docs_dir, make_client_factory, fresh_store) -> None:
     result = await run_project(
-        "FV42-GSV-E1", "local", docs_dir=docs_dir, verdict_input=_VI,
+        "FV42-GSV-E1",
-        client_factory=make_client_factory(_VALID), store=fresh_store,
+        "local",
+        docs_dir=docs_dir,
+        verdict_input=_VI,
+        client_factory=make_client_factory(_VALID),
+        store=fresh_store,
     )
     assert any(v.id == result.verdict.id for v in result.store.verdicts)
 
@@ -60,12 +71,20 @@ async def test_d_second_run_retrieves_prior_verdict(
 ) -> None:
     factory = make_client_factory(_VALID)
     r1 = await run_project(
-        "FV42-GSV-E1", "local", docs_dir=docs_dir, verdict_input=_VI,
+        "FV42-GSV-E1",
-        client_factory=factory, store=fresh_store,
+        "local",
+        docs_dir=docs_dir,
+        verdict_input=_VI,
+        client_factory=factory,
+        store=fresh_store,
     )
     r2 = await run_project(
-        "FV42-GSV-E1", "local", docs_dir=docs_dir, verdict_input=_VI,
+        "FV42-GSV-E1",
-        client_factory=factory, store=fresh_store,
+        "local",
+        docs_dir=docs_dir,
+        verdict_input=_VI,
+        client_factory=factory,
+        store=fresh_store,
     )
     assert r2.retrieved  # ExpeL surfaced prior verdicts on the second run
     assert r2.retrieved[0].id == r1.verdict.id  # structurally identical -> stable id
@@ -76,15 +95,50 @@ async def test_e_tiny_budget_halts_without_exceeding(
 ) -> None:
     with pytest.raises(BudgetExceeded):
         await run_project(
-            "FV42-GSV-E1", "local", docs_dir=docs_dir, verdict_input=_VI,
+            "FV42-GSV-E1",
+            "local",
+            docs_dir=docs_dir,
+            verdict_input=_VI,
             client_factory=make_client_factory(_VALID, tokens=100),
-            store=fresh_store, max_tokens=10,  # synthetic 100 tokens > cap 10 -> halt
+            store=fresh_store,
+            max_tokens=10,  # synthetic 100 tokens > cap 10 -> halt
         )
 
 
-async def test_f_malformed_contract_raises_before_any_chat(
+async def test_wiring_budget_middleware_and_retrieval_tool(
-    docs_dir, make_client_factory
+    docs_dir, make_client_factory, fresh_store, monkeypatch
 ) -> None:
+    """Step 3 (F2/F5/F7 wiring): run_project constructs a BudgetMiddleware + a retrieval
+    FunctionTool and passes BOTH into fresh_workflow. Spy the factory call; build a real
+    workflow so the rest of the run completes."""
+    from agent_framework import FunctionTool
+
+    from portfolio_optimiser import run as run_mod
+    from portfolio_optimiser.budget import BudgetMiddleware
+
+    captured: dict[str, object] = {}
+    real_fresh = run_mod.fresh_workflow
+
+    def spy_fresh(factory, **kwargs):
+        captured.update(kwargs)
+        return real_fresh(factory, **kwargs)
+
+    monkeypatch.setattr(run_mod, "fresh_workflow", spy_fresh)
+    await run_project(
+        "FV42-GSV-E1",
+        "local",
+        docs_dir=docs_dir,
+        verdict_input=_VI,
+        client_factory=make_client_factory(_VALID),
+        store=fresh_store,
+    )
+    middleware = captured.get("middleware") or []
+    tools = captured.get("tools") or []
+    assert any(isinstance(m, BudgetMiddleware) for m in middleware)
+    assert any(isinstance(t, FunctionTool) for t in tools)
+
+
+async def test_f_malformed_contract_raises_before_any_chat(docs_dir, make_client_factory) -> None:
     calls = {"n": 0}
     base = make_client_factory(_VALID)
 
@@ -94,7 +148,11 @@ async def test_f_malformed_contract_raises_before_any_chat(
 
     with pytest.raises(ValidationError):
         await run_project(
-            "FV42-GSV-E1", "local", docs_dir=docs_dir, verdict_input=_VI,
+            "FV42-GSV-E1",
-            client_factory=spy, top_k=0,  # malformed data-source contract
+            "local",
+            docs_dir=docs_dir,
+            verdict_input=_VI,
+            client_factory=spy,
+            top_k=0,  # malformed data-source contract
         )
     assert calls["n"] == 0  # validation fails before any chat client is touched