fix(s31): close 1 review BLOCKER — per-call retriever + run_portfolio forwards semantic_retrieval

src/portfolio_optimiser/run.py

@@ -388,16 +388,23 @@ async def run_project(
     # post-generation into a discarded SessionContext (step 7 below), so a prior verdict could not
     # reach the next hypothesis. Bundle-driven path with a populated store only; the road path is
     # untouched (its post-hoc, proposal-keyed retrieval below is unchanged).
-    # S3.1 opt-in: install the hybrid ranker on the RESOLVED store, immediately before the fold it
-    # is meant to affect. Anchoring matters — set at the verdict_dir-conditional resolution above
-    # it would miss every run without an inbox, and set after the fold it would rank nothing that
-    # reaches this prompt. Flag off => store.retriever stays None => StructuralRetriever default.
-    if semantic_retrieval and store is not None:
-        store.retriever = HybridRanker(FakeEmbedder(), similarity, SEMANTIC_WEIGHT_DEFAULT)
+    # S3.1 opt-in: build the hybrid ranker as a LOCAL, then pass it explicitly at each retrieval
+    # this run performs. It is deliberately not assigned to ``store.retriever``: the store is
+    # caller-owned (``run_portfolio`` threads one store across every project, and a library caller
+    # may reuse theirs), so a store-global assignment leaked this run's opt-in into every later use
+    # of that object — including a subsequent run with the flag OFF. Flag off => ranker stays None
+    # => ``retrieve`` falls through to the StructuralRetriever default.
+    ranker = (
+        HybridRanker(FakeEmbedder(), similarity, SEMANTIC_WEIGHT_DEFAULT)
+        if semantic_retrieval
+        else None
+    )
 
     if bundle_dir is not None and store is not None and store.verdicts:
         expel_query = bundle_candidate_features(bundle_dir)
-        fewshot = ExpeLContextProvider(store, expel_query, k=top_k).format_fewshot()
+        fewshot = ExpeLContextProvider(
+            store, expel_query, k=top_k, retriever=ranker
+        ).format_fewshot()
         gen_context = f"{fewshot}\n\n{gen_context}"
 
     # 5. Structured candidate -> blocking validation on the NUMBERS; token bound = the meter.
@@ -457,10 +464,10 @@ async def run_project(
     #    is NOT what reaches the prompt.
     store = store if store is not None else VerdictStore(verdicts=[])
     features = _features_of(proposal)
-    provider = ExpeLContextProvider(store, features, k=top_k)
+    provider = ExpeLContextProvider(store, features, k=top_k, retriever=ranker)
     sctx = SessionContext(input_messages=[], instructions=[])
     await provider.before_run(agent=None, session=None, context=sctx, state={})
-    retrieved = store.retrieve(features, k=top_k) if store.verdicts else []
+    retrieved = store.retrieve(features, k=top_k, retriever=ranker) if store.verdicts else []
 
     # 8. Layer-2 (out-of-band): capture the durable verdict + persist; B11 notify is a stub.
     verdict = capture_verdict(features, verdict_input["decision"], verdict_input["rationale"])
@@ -571,10 +578,9 @@ async def run_portfolio(
     projects = {p.id: p for p in load_reference_projects()}
     ids = list(project_ids) if project_ids is not None else list(projects)
     store = store if store is not None else VerdictStore(verdicts=[])
-    # S3.1: one shared store is threaded across every project, so installing the hybrid here —
-    # before the loop — covers every project's Step-1 fold in this pass.
-    if semantic_retrieval:
-        store.retriever = HybridRanker(FakeEmbedder(), similarity, SEMANTIC_WEIGHT_DEFAULT)
+    # S3.1: the flag is FORWARDED per project rather than installed on the shared store here. The
+    # store is threaded across every project in the pass (and may be caller-owned), so a pre-loop
+    # assignment outlived the pass; forwarding keeps the opt-in scoped to each run's own retrievals.
     ledger = ledger if ledger is not None else SavingsLedger(entries=[])
     goals = goals if goals is not None else GoalConfig()
     portfolio_baseline_ore = _to_ore(sum(projects[p].total_cost for p in ids if p in projects))
@@ -625,6 +631,7 @@ async def run_portfolio(
                 max_rounds=max_rounds,
                 max_tokens=max_tokens,
                 top_k=top_k,
+                semantic_retrieval=semantic_retrieval,
                 meter=meter_factory() if meter_factory is not None else None,
             ),
         )