feat(okf): den erklaerte bundle_id-en er identiteten - mountet er en filsystem-tilfeldighet

S7a-3 pkt. 1. Til i dag NEKTET reconcile_bundle_id en base som erklaerte en id
katalogen ikke bar. Maalt mot K2 - den foerste leverte basen som erklaerer sin
egen id (618 av 630 konseptfiler + rot-index, alle "k2-trinn1-20260903", levert
som "K2-bundle-20260903") - betydde det at basen ikke kunne aapnes slik den var
levert, og at eneste botemiddel var aa montere den paa nytt for haand, en gang
per leveranse. PM-beslutning: konsumenten slakker.

- Erklaert vinner (B1s rekkefoelge uroert), avviket REGISTRERES:
  ResolvedBundleId.mount + ProvenanceStamp.bundle_id_source +
  DryRunReport.bundle_id_source + run.bundle_id_notice (None ved enighet).
  Stempel-feltet er PAAKREVD uten default: None er en VERDI (veg-stien).
- Det som fortsatt nekter er den EKTE kollisjonen: to KONSEPTER i en base som
  erklaerer ULIKE id-er (okf.assert_declared_ids_agree, kalt ved hver doer som
  aapner en base). Rot-index er IKKE med i enighets-settet - konsept-slaar-index
  er en presedens-regel, saa en index i utakt er fallbacken som taper.
- KONSEKVENS, ikke scope-krype: explore._bundle_index loeser naa den erklaerte
  id-en. Den brukte Path(raw).name mens dispatcheren brukte reconcile...id; med
  erklaert-vinner ville explore() myntet approaches som navngir MOUNTET mens
  dispatcheren ruter paa ERKLAERINGEN - en utforskning med uruterbart mandat.

Load-bearing MAALT: 10 mutasjoner alle roede mot HELE suiten, groenn kontroll
1243 passed / 5 skipped og golden demo-transcript.stdout byte-uendret
(shasum -a 1 = ea8c534773acdbe41ae68f2c55724d69aaf8be4f).
M1 1 / M2 1 / M3 1 / M4 9 / M5 2 / M6 1 / M7 1 / M8 2 / M9 2 / M11 1.

Tre armer i test_bundle_id_reconciliation_loadbearing er SKREVET OM (ikke
slettet) - de pinnet nekten beslutningen fjernet. (j) ble skarpere enn den den
erstattet: erklaert id ruter, mountet nektes.

Kontrakt: docs/okf-konsum-kontrakter.md § 3.1. Invariantrad i CLAUDE.md.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
This commit is contained in:
Kjell Tore Guttormsen 2026-09-03 06:47:58 +02:00
commit baae7507a9
14 changed files with 708 additions and 73 deletions

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"""S7a-3 pkt. 1 - the DECLARED id is the identity; the mount is a filesystem accident.
**The measurement that forced it** (``docs/2026-09-03-syretest-s7a2-k2.md`` § 1). The first
delivered corpus that declares its own ``bundle_id`` -- K2, 618 of 630 concept files plus the root
index, all saying ``k2-trinn1-20260903`` -- arrived mounted as ``K2-bundle-20260903``. Step 10's
reconciliation refused it with ``BundleIdMismatch`` at EVERY door: the base could not be opened as
delivered, and the only remedy was to re-mount it under the declared name by hand, once per
delivery, forever. That is a consumer refusing a producer's legitimate output over a directory name.
**Operator decision (PM, 2026-09-03).** The consumer slackens. The declared id (concept frontmatter
first, root ``index.md`` as fallback -- B1's order, unchanged) IS the identity; the mount's basename
answers only when nothing is declared. A disagreement between declared and mount is RECORDED
(``ProvenanceStamp.bundle_id_source`` / ``DryRunReport.bundle_id_source`` + one warning line),
never refused.
**What still refuses, and it is the REAL collision.** Two CONCEPTS inside one base declaring
DIFFERENT ids is a base that cannot say what it is -- no mount name can settle that, and every
artefact stamped from it would name one of two corpora at random. ``okf.assert_declared_ids_agree``
raises there, and it is called at every door that OPENS a base.
**The root index NEVER participates in that check, and that is decision B1 applied twice.** Concept
beats index is a PRECEDENCE rule; an index that disagrees with its concepts is the fallback losing,
not two concepts colliding. Folding the index into the agreement set would newly refuse exactly the
K2-shaped bases this file exists to admit.
**One naming scheme, or the pipeline breaks -- a CONSEQUENCE, not scope creep.**
``explore._bundle_index`` keyed bases on ``Path(raw).name`` and ``run_mandate_across_bundles`` on
``reconcile_bundle_id(raw).id``. While a declared id that disagreed with its mount was refused
outright the two could not differ; with declared-wins they can, and then ``explore()`` mints
approaches naming the MOUNT while the dispatcher routes by the DECLARED id -- so an exploration's
own mandate becomes unroutable. ``_bundle_index`` therefore resolves the declared id too. It stays
usable on a base that cannot be read (falling back to the basename) because two of its own arms in
``test_explore_loadbearing.py`` configure directories that do not exist and expect an id error, not
an I/O one -- and because a base nobody can read is refused a moment later by whichever door
actually opens it.
**Newly reachable, stated:** ``run_mandate_across_bundles``'s "two knowledge bases share the id"
refusal used to require two mounts with the same basename. Two differently-named mounts declaring
the same id now collide there -- same code, no longer a defensive branch (arm (k)).
**Honesty limit, measured and left alone.** ``reconcile_bundle_id`` without a named concept answers
from the root ``index.md``, so a base whose index declares X while its concepts declare Y resolves
to X. Changing that would change B1's resolution ORDER, which this order did not ask for; the
agreement check above is about concepts colliding with each other, not with their index.
Arms: (a) a K2-shaped base opens, declared wins * (b) the mount answers only in silence * (c) two
disagreeing concepts refused BY NAME * (d) the index is not in the collision set * (e) the run
stamps which source answered, and COMPLETES * (f) the dry run carries it too * (g) the renderer
fires on disagreement and is silent on agreement * (h) the CLI prints it * (i) explore addresses a
base by its DECLARED id * (j) ``read_bundle`` refuses an intra-base collision * (k) the dispatcher's
shared-id refusal is newly reachable * (l) the field has no default.
"""
from __future__ import annotations
import json
import shutil
from pathlib import Path
from typing import Any
import pytest
from conftest import SyntheticUsageChatClient
from portfolio_optimiser import explore, okf, run
from portfolio_optimiser.mandate import Approach, Mandate
from portfolio_optimiser.provenance import Citation, ProvenanceStamp
from portfolio_optimiser.retrieval import TextSpan
from portfolio_optimiser.run import MandateRoutingError, bundle_id_notice, run_project
_EXAMPLES = Path(__file__).resolve().parents[1] / "shared" / "examples"
_BYGG = _EXAMPLES / "bygg-energi-mikro"
_DATA = Path(__file__).resolve().parents[1] / "src" / "portfolio_optimiser" / "data" / "bundles"
_RUNNABLE = _DATA / "bygg-energi-mikro-a"
_RUNNABLE_PID = "BYGG-ENERGI-MIKRO-A"
#: The K2 shape, in one line: a base that calls itself one thing and sits in a directory called
#: another. Deliberately NOT a valid directory name pattern of its own -- the point is that the two
#: differ, not that either is prettier.
_DECLARED = "k2-shaped-corpus"
_REPLY = json.dumps(
{
"measure": "LED-retrofit",
"affected_items": [{"code": "ENERGI-TOTAL-EL", "quantity": 180000, "unit_cost": 1.0}],
"claimed_saving_nok": 30000,
}
)
_VERDICT_INPUT = {"decision": "approved", "rationale": "expert reviewed (sim)"}
@pytest.fixture(autouse=True)
def _isolate_model_env(monkeypatch: pytest.MonkeyPatch) -> None:
monkeypatch.delenv("PORTFOLIO_MODEL_MAP", raising=False)
monkeypatch.delenv("PORTFOLIO_FOUNDRY_PROJECT_ENDPOINT", raising=False)
def _copy(src: Path, tmp_path: Path, name: str) -> Path:
dst = tmp_path / name
shutil.copytree(src, dst)
return dst
def _declare(path: Path, value: str) -> None:
"""Insert a ``bundle_id`` line into an existing frontmatter block, after the opening ``---``."""
lines = path.read_text(encoding="utf-8").splitlines(keepends=True)
assert lines[0].startswith("---"), f"{path} has no frontmatter block to declare into"
lines.insert(1, f"bundle_id: {value}\n")
path.write_text("".join(lines), encoding="utf-8")
def _concepts(base: Path) -> list[Path]:
return [p for p in sorted(base.rglob("*.md")) if p.name != "index.md"]
def _factory(reply: str = _REPLY) -> Any:
def factory(role: str) -> Any:
return SyntheticUsageChatClient(default_reply=reply)
return factory
# --- (a)/(b) the slacken itself -------------------------------------------------------------------
def test_a_base_whose_declared_id_disagrees_with_its_mount_opens(tmp_path: Path) -> None:
"""(a) The headline. This exact shape raised ``BundleIdMismatch`` before today, at every door."""
base = _copy(_BYGG, tmp_path, "a-mount-name-nobody-declared")
_declare(base / "index.md", _DECLARED)
resolved = okf.reconcile_bundle_id(str(base))
assert resolved.id == _DECLARED, "the declared id is the identity; the mount is an accident"
assert resolved.origin == "declared-index"
assert resolved.mount == "a-mount-name-nobody-declared", (
"the mount must be CARRIED, not discarded: the warning line names both, and a resolver "
"that kept only the winner could not say what it overrode"
)
def test_the_mount_answers_only_when_nothing_is_declared() -> None:
"""(b) The control. Every base shipped in this repo takes this branch, so without it arm (a)
could pass against a resolver that had simply stopped consulting the mount at all."""
resolved = okf.reconcile_bundle_id(str(_BYGG))
assert (resolved.id, resolved.origin, resolved.mount) == (
_BYGG.name,
"mount-derived",
_BYGG.name,
)
# --- (c)/(d) what still refuses, and what deliberately does not -----------------------------------
def test_two_concepts_declaring_different_ids_are_refused_by_name(tmp_path: Path) -> None:
"""(c) The REAL collision, and the one no mount name can settle. Both ids must be named: an
operator holding a base that cannot say what it is needs to know which two answers it gave."""
base = _copy(_BYGG, tmp_path, "two-minds")
first, second = _concepts(base)[:2]
_declare(first, "corpus-alfa")
_declare(second, "corpus-beta")
with pytest.raises(okf.BundleIdMismatch) as excinfo:
okf.assert_declared_ids_agree(okf.navigate_bundle(str(base)))
message = str(excinfo.value)
assert "corpus-alfa" in message and "corpus-beta" in message
assert issubclass(okf.BundleIdMismatch, ValueError), (
"it must land on the CLI's refusal tuple and hosting's 400 arm, never the crash channel"
)
def test_concepts_agreeing_with_each_other_but_not_with_the_index_is_not_a_collision(
tmp_path: Path,
) -> None:
"""(d) B1's precedence, applied to the agreement set: an index that disagrees with its concepts
is the FALLBACK LOSING, not two concepts colliding. Fold the index into the set and every
K2-shaped base -- the whole point of the slacken -- newly refuses."""
base = _copy(_BYGG, tmp_path, "index-out-of-step")
_declare(base / "index.md", "what-the-index-thinks")
for concept in _concepts(base):
_declare(concept, "what-the-concepts-think")
okf.assert_declared_ids_agree(okf.navigate_bundle(str(base))) # must not raise
# The control that proves the fixture COULD have collided: the two values really are different,
# so a green pass above is the rule working rather than a fixture with nothing to disagree about.
assert okf.reconcile_bundle_id(str(base)).id == "what-the-index-thinks"
# --- (e)/(f) the run records which source answered ------------------------------------------------
async def test_the_run_stamps_which_source_answered_and_completes(
tmp_path: Path, fresh_store: Any
) -> None:
"""(e) End-to-end: the base that used to be refused now RUNS, and the stamp says the id was
declared rather than guessed from the mount. Both halves matter -- a run that refused would
fail on the first assert, and a run that stamped nothing on the second."""
base = _copy(_RUNNABLE, tmp_path, "mounted-under-another-name")
_declare(base / "index.md", _DECLARED)
result = await run_project(
_RUNNABLE_PID,
"local",
docs_dir=str(base),
bundle_dir=str(base),
verdict_input=_VERDICT_INPUT,
client_factory=_factory(),
store=fresh_store,
)
source = result.provenance.bundle_id_source
assert source is not None
assert (source.id, source.origin, source.mount) == (
_DECLARED,
"declared-index",
"mounted-under-another-name",
)
async def test_the_road_path_stamps_no_bundle_identity_at_all(
docs_dir: Any, fresh_store: Any
) -> None:
"""(e, control) A run with no knowledge base has no bundle identity, and says so by ABSENCE
rather than by inventing one. Without this arm a constant ``declared-index`` would pass above."""
result = await run_project(
"FV42-GSV-E1",
"local",
docs_dir=docs_dir,
verdict_input=_VERDICT_INPUT,
client_factory=_factory(
json.dumps(
{
"measure": "Reduce scope",
"affected_items": [{"code": "05.2", "quantity": 4300.0, "unit_cost": 215.0}],
"claimed_saving_nok": 200000.0,
}
)
),
store=fresh_store,
)
assert result.provenance.bundle_id_source is None
async def test_the_dry_run_carries_the_same_fact(tmp_path: Path) -> None:
"""(f) ``cost_baseline_anchored``'s precedent: a dry run stops before any stamp exists, so the
fact has to leave on the report or that surface goes silent again."""
base = _copy(_RUNNABLE, tmp_path, "dry-run-mount")
_declare(base / "index.md", _DECLARED)
report = await run_project(
_RUNNABLE_PID,
"local",
docs_dir=str(base),
bundle_dir=str(base),
client_factory=_factory(),
live_dry_run=True,
)
source = getattr(report, "bundle_id_source", None)
assert source is not None and source.id == _DECLARED and source.mount == "dry-run-mount"
# --- (g)/(h) the warning line ---------------------------------------------------------------------
def test_the_notice_fires_on_disagreement_and_is_silent_on_agreement() -> None:
"""(g) ONE renderer over the ALREADY-RESOLVED value, and ``None`` when there is nothing to warn
about -- omission, never an empty row (``cost_baseline_notice``'s rule). Both names must appear:
a warning that says only "mismatch" leaves the operator to go and look."""
disagreeing = okf.ResolvedBundleId(
id="declared-name", origin="declared-index", mount="mount-name"
)
agreeing = okf.ResolvedBundleId(id="same", origin="declared-index", mount="same")
line = bundle_id_notice(disagreeing)
assert line is not None and "declared-name" in line and "mount-name" in line
assert bundle_id_notice(agreeing) is None
assert bundle_id_notice(None) is None, "a run with no knowledge base has nothing to warn about"
def test_the_cli_warns_about_a_disagreeing_mount(tmp_path: Path, capsys: Any) -> None:
"""(h) The behavioural half: a renderer nothing calls is a line nobody reads. Driven through
``--live-dry-run`` so the arm costs one navigation and no model call."""
base = _copy(_RUNNABLE, tmp_path, "cli-mount-name")
_declare(base / "index.md", _DECLARED)
rc = run.main(
[_RUNNABLE_PID, "--docs-dir", str(base), "--bundle-dir", str(base), "--live-dry-run"]
)
out = capsys.readouterr().out
assert rc == 0, "a declared id that disagrees with the mount must no longer refuse"
assert _DECLARED in out and "cli-mount-name" in out
# --- (i)-(k) one naming scheme across the two doors -----------------------------------------------
def test_explore_addresses_a_base_by_its_declared_id(tmp_path: Path) -> None:
"""(i) The consequence that keeps ``explore()`` -> ``run_mandate_across_bundles`` connected: a
minted approach names the base by the id the catalogue offered, and the dispatcher routes by the
declared one. Two schemes here means an exploration's own mandate is unroutable."""
base = _copy(_BYGG, tmp_path, "explore-mount-name")
_declare(base / "index.md", _DECLARED)
tools = {t.name: t for t in explore.navigator_tools((str(base),))}
catalogue = tools["list_bundles"].func()
assert [entry["id"] for entry in catalogue] == [_DECLARED]
assert tools["read_bundle"].func(bundle_id=_DECLARED), "the declared id must OPEN the base"
with pytest.raises(explore.ExplorationError):
tools["read_bundle"].func(bundle_id="explore-mount-name")
def test_read_bundle_refuses_a_base_that_cannot_say_what_it_is(tmp_path: Path) -> None:
"""(j) The refusal reaches the door that OPENS a base, not just the helper. Detach the call and
an exploration reads a base whose concepts name two different corpora."""
base = _copy(_BYGG, tmp_path, "two-minds-explored")
first, second = _concepts(base)[:2]
_declare(first, "corpus-alfa")
_declare(second, "corpus-beta")
tools = {t.name: t for t in explore.navigator_tools((str(base),))}
with pytest.raises(okf.BundleIdMismatch):
tools["read_bundle"].func(bundle_id="two-minds-explored")
async def test_two_mounts_declaring_one_id_collide_in_the_dispatcher(tmp_path: Path) -> None:
"""(k) NEWLY REACHABLE, and said out loud: this refusal used to need two mounts with the same
basename. With declared-wins, two differently-named directories claiming one id collide -- the
same code, no longer a defensive branch."""
first = _copy(_BYGG, tmp_path, "mount-one")
second = _copy(_BYGG, tmp_path, "mount-two")
_declare(first / "index.md", _DECLARED)
_declare(second / "index.md", _DECLARED)
with pytest.raises(MandateRoutingError, match=_DECLARED):
await run.run_mandate_across_bundles(
Mandate(
objective="o",
approaches=(Approach(id="a", label="A", bundle_id=_DECLARED),),
allow_own_proposals=False,
),
(str(first), str(second)),
)
# --- (l) the field has no default -----------------------------------------------------------------
def test_the_stamp_field_has_no_default() -> None:
"""(l) ``cost_baseline_anchored``'s rule: a stamp that forgot to say which corpus it judged must
not construct at all. ``None`` is a VALUE here (the road path), which is precisely why the
absence of the field cannot be allowed to mean it."""
with pytest.raises(Exception):
ProvenanceStamp( # type: ignore[call-arg]
citations=[
Citation(file="f", snippet="s", locator=TextSpan(start_index=0, end_index=1))
],
model="m",
role="proposer",
validator_decision="validated",
token_usage=0,
cost_baseline_anchored=True,
)