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14 commits

Author SHA1 Message Date
c02c1addba fix(semretrieval): refuse a non-finite embedding instead of scoring it (kø-(l)/S3.1 MINOR)
`cosine`'s docstring claimed its guard was load-bearing because "a NaN reaching the
ranking sort key would corrupt ordering silently rather than failing loudly" — but the
guard tested `norm == 0.0` only, which a NaN or inf norm passes straight through. The
claim was prose, not behaviour.

Measured, not assumed: `cosine(unit, nan_vector)` AND `cosine(unit, inf_vector)` both
returned `nan`, and a NaN sort key made ranking INPUT-ORDER-DEPENDENT — six permutations
of the same three candidates produced four distinct orderings. That defeats the total
order `HybridRanker` documents ("`id` makes the result independent of input order").

Refuse rather than coerce, and deliberately NOT symmetric with the zero-norm branch: a
zero vector is a legitimate handled state (`FakeEmbedder` returns `np.zeros` by design),
whereas a non-finite component only ever means the INJECTED embedder is broken. Scoring
it `0.0` would launder that into "no semantic similarity" while ranking proceeded on a
forged signal — validation, never repair, mirroring `read_spend`.

Reachable via the documented `Embedder` extension point, not the shipped fake; scoped to
the norms (90% principle — a finite-normed dot-product overflow is not chased).

Also corrects `docs/extending.md`, which stated `SEMANTIC_WEIGHT_DEFAULT = 0.5` while the
code has said `0.25` since the weight was lowered.

625 -> 630 tests. Load-bearing MEASURED against the WHOLE suite, five mutations all red:
detach the guard entirely · coerce to 0.0 instead of raising · check only the first norm ·
drop "non-finite" from the message · (control) detach the zero-norm branch, which fails
ONLY the zero-norm test — the new guard does not mask the existing one.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_018V9vNBmxAmgJ2JMoHByiHS
2026-08-03 21:48:50 +02:00
9dc3722161 fix(ingest): run the MCP stdio transport against a real server, and repair its error contract (kø-x)
`stdio_call_tool` shipped never having been executed end to end — docs said so
explicitly. Running it found a real defect: `stdio_client` and `ClientSession` are
each an anyio task group, and anyio re-packages anything leaving one in a
`BaseExceptionGroup`. Both errors the transport raises from inside the session
(`mcp_tool_error`, `mcp_non_text_content`) therefore reached callers as exception
groups, never as the `IngestError` the whole Door A path catches and switches on by
`code`. No canned-tool test could see this: they never enter a task group.

`_unwrap_ingest_error` recovers the owned error and re-raises it; anything unowned is
re-raised untouched, so this narrows an exception group rather than blanket-catching.
Duck-typed on `.exceptions` because `except*`/`ExceptionGroup` are 3.11+ and this
project supports >=3.10.

Verified against a REAL server subprocess (a local process costs no model tokens, so
the repo's cost discipline is untouched; the contract tests still spawn nothing):
`examples/ingest-golden-mcp/` + `tests/test_ingest_golden_mcp.py` — byte-identical
golden extraction mirroring the http/sql goldens, plus the tool-error and
missing-`server_ref` branches.

Also recorded: a server on the ingest path must expose a NULL-ARGUMENT tool, so
`datasource.build_mcp_server` cannot serve it (`retrieve_cost_docs(query)` has a
required parameter, verified to return an error result). The two are separate seams
by design.

Load-bearing MEASURED, five mutations all RED: detach the unwrap · detach
`initialize()` · make the error code generic · detach the `isError` branch · change
one byte of the served body.

612 -> 615 tests. ruff + format + mypy clean.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01WiY53sm8JFqk7NN75g5wRS
2026-08-03 17:56:19 +02:00
8910a673ea feat(ingest): bound the default http transport in time, in front of the pinned library (S2.4)
The hole: `read_http`'s default transport is the library's `urllib_get`, which invokes the
stdlib opener with no `timeout=`. urllib's documented fallback is then the process-wide default
socket timeout — `None` out of the box — so an http source that accepts a connection and never
answers hangs a run indefinitely. That contradicts the invariant that nothing runs unbounded.

The spec text for S2.4 ("a timeout parameter on `_urllib_get`") could NOT be followed literally:
that function is UPSTREAM library code (`llm_ingestion_okf.connectors`, pinned v0.3.1, pull-only),
signature `(url, credential) -> str` — measured, not assumed. Same failure class as S2.2's
"implement it in `ingest.py`": spec text that says "change X" has to be checked against whether
X is ours at all.

So the fix goes in FRONT of the library: `timeout_get` scopes `socket.setdefaulttimeout` around
a delegate call to the library's own `urllib_get`, and `materialize` now hands the library that
wrapped transport instead of letting it resolve its own untimed default. This meets S2.4's own
verification criterion — a bound WITHOUT a second socket path — and avoids duplicating the
credential-header logic. An explicitly injected `http_get` is passed through UNWRAPPED: a
caller-owned transport (MCP fronts a subprocess with its own `timeout_seconds`) keeps its own
policy, and a process-global side effect is not ours to impose on it.

Honest limit, carried in the code comment, the test docstring and `docs/extending.md`, not just
in the commit: the default socket timeout is PROCESS-global. Under `concurrency=k` the runner is
asyncio on one thread, so the scoping holds; driving `read_http` from a thread-pool executor
would make it unsafe.

Half of S2.4's scope was already delivered upstream — transport failures are categorised as
`SourceError(code="http_transport")`. Coarser than the plan envisaged, but not ours to rewrite.

Two pre-existing guards went red on the first pass, both on PROSE only: `ingest.py` must not
contain "urlopen" (no forked connector) or "ingest_mcp" (AST-guarded mcp-free). No code violated
either — my docstrings merely named them. The guards were left exactly as strict as they were and
the prose was reworded; weakening a real guard to save a comment is the trade this repo refuses.

578 -> 583 tests. Five mutations MEASURED red (restored from scratchpad + `shasum -c` each time,
never `git checkout`):
  1. remove the timeout scoping entirely            -> RED
  2. apply the bound AFTER the delegate call        -> RED
  3. set the bound but never restore it (no finally)-> RED  (the unconditional control)
  4. hand the library a bare None again (pre-S2.4)  -> RED  (the wiring)
  5. make the wrapping unconditional                -> RED  (the conditional control)

Mutations 1 and 2 take ~10s to fail rather than failing instantly: that is the loopback test's
join deadline expiring. It is the measurement that the bound actually BITES — a black-hole
listener on 127.0.0.1 that completes the handshake and never answers, run on a daemon thread so
a detached seam fails an assertion instead of hanging the suite forever. Every other assertion
here only proves we set a global; that one proves the global does something.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TdLGwd33vqhkToh98Ym34P
2026-08-03 14:54:04 +02:00
ddd6338f02 feat(ingest): add the MCP connector as a transport inside the http family (S2.2)
Commons settled on 2026-08-01 that MCP is an extension of the `http` source
family, not a fourth family (`shared/ingest-spec.md` §4). This implements it
with ZERO schema change and zero spec amendment.

The transport discriminator lives in `base_url`, not in new manifest fields:
the shared library rejects unknown manifest keys fail-fast, and we consume it
pull-only at a pinned v0.3.1, so `server_ref`/`tool` as fields would have meant
a spec amendment plus a library release. It buys nothing — the library already
joins `base_url` + `/` + `query`, so `mcp+stdio://<server_ref>` + `<tool>`
reproduces exactly the two-part structure the (now stale) reference plan wanted.

Staying inside the family INHERITS what a fourth family would have had to write
and could have forgotten: the §8 network grant (measured to fire before any tool
call), the `max_rows` cap, §5 verbatim fenced rendering, and the §7 provenance
stamp. The discriminator gates rather than labels — `mcp_get` refuses a URL it
does not own, so an MCP transport can never quietly serve an `https://` manifest
and leave the bundle's provenance claiming a transport that was never used.

Parsing is string-based, not `urlsplit`-based: `urlsplit().hostname` lowercases
the host, which would silently break the case-sensitive env lookup `server_ref`
depends on.

`ingest.py` is untouched — it is AST-guarded mcp-free, so the transport lives in
its own module and is opt-in at the call site. `ingest_mcp.py` imports the open
`mcp` protocol client but never `agent_framework`, keeping the seam D7-portable.

Load-bearing, six mutations all measured RED: detach the scheme guard · make the
refusal unconditional · swap parsing to `urlsplit().hostname` · skip non-text
content instead of raising · force `allow_network=True` · smuggle in a MAF
import. Both source files restored byte-identical (`shasum -c`) after each.

Honesty: `stdio_call_tool` (the real stdio path) is written but never executed
end to end — every test injects a canned tool call, so the suite spawns no
subprocess and opens no socket. No golden fixture, and MCP stays unwired in the
optimiser run path. Stated in docs/extending.md rather than implied away.

555 -> 578 tests; ruff + mypy green.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_0112FPR5TX6pDLiNicBPzE8i
2026-08-02 21:14:57 +02:00
9e149c6847 docs(s31): close the review's honesty gap — narrow semantic claims to the shipped mechanism 2026-07-25 13:00:13 +02:00
da8779fc7f docs(s31): close 1 review MAJOR — vector store recorded as an unwired authoring primitive 2026-07-25 12:54:28 +02:00
921a8daf71 docs(s31): --semantic-retrieval CLI surface + Embedder/Retriever extension points 2026-07-25 06:31:44 +02:00
0a11af74a4 refactor(ingest): adopt shared llm-ingestion-okf v0.3.1 behind a thin adapter
Door A (manifest -> connector -> deterministic materialization -> index) is no
longer implemented here. src/portfolio_optimiser/ingest.py becomes a thin
consumer seam over the shared library, git-pinned to v0.3.1 on the same Forgejo
channel portfolio-optimiser-claude uses. Net -626/+385; ingest.py 599 -> 145 lines.

shared/ingest-spec.md remains the normative spec: the library implements it, it
does not replace it. Spec changes continue to go via commons.

Acceptance criterion met and proven: all three golden bundles (file/sql/http)
are byte-exact before and after, including the idempotence re-run. examples/ and
shared/ carry ZERO modifications -- the fasit was not adjusted to fit.

The rejection set was verified equivalent, not assumed: all 22 malformations the
repo's pydantic models refused are refused by the library, with typed codes
(okf_type_reserved, credential_embedded, extraction_id_duplicate, ...).

Test rebinding (invariants preserved, vehicle changed): the library has zero
runtime dependencies by design, so pydantic is unavailable to it.
ManifestV1.model_validate(dict) -> load_manifest_bytes(bytes); ValidationError ->
ManifestError; model_fields -> dataclasses.fields; PathSecurityError ->
SourceError(path_escape); ValueError -> MaterializationError(ingested_at_invalid).
Tests now also pin the refusal `code`, the library's documented stability
contract -- a sharper assertion than "some validation error was raised".

Two accepted behavioural deltas, recorded rather than silently dropped:
- Title whitespace is stored verbatim instead of collapsed at validation, so the
  frontmatter title and the index label are no longer guaranteed identical for
  irregular whitespace. Both behaviours are spec-conformant (the spec is SILENT;
  the old one was a repo-local pinned decision). Queued as a commons-amendment
  candidate so both stacks pin the same answer. Goldens unaffected.
- The section 8 audit log moves to logger llm_ingestion_okf.materialize. Nothing
  in the repo consumed the old channel.
Also: the `type` discriminator is no longer a dataclass field, so the spec
cross-check asserts it explicitly -- without that line the swap would have
silently narrowed the test.

New tests/test_ingest_library_seam.py pins the seam itself: the restated section 5
stamp formula against the stamp the library actually writes (the one place the
adapter does not purely delegate, since v0.3.1 exposes no stamp helper), the
local-only allow_network default, the list[Path] unwrapping, and a guard that the
adapter never regrows local Door A machinery. All four verified RED when detached,
as were both golden regressions under a byte-level render mutation.

Door A is UNGATED: it calls no guard before writing to disk. Gating untrusted
content remains the caller's responsibility (guard wiring still planned).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B4jNN186eVqfe1x5DnTU6r
2026-07-20 07:47:55 +02:00
8c252c1064 fix(s52): reject scheme-less webhook URL fail-fast in NotifierConfig 2026-07-17 03:14:36 +02:00
b84f4d46bb feat(s52): export Notifier public contract + sync extending.md B11 2026-07-16 19:53:57 +02:00
329bcda67d docs(i7): sharpen D7 boundary in extending.md — CSV+SQL built, HTTP/MCP MAF-only 2026-07-04 22:48:01 +02:00
696f19af1e docs(i6): http source extension-point + D7 create_sdk_mcp_server pointer 2026-07-04 17:17:12 +02:00
ae01127510 docs(truth): S1 truth maintenance — CHANGELOG, stack line, MCP claim, conflict semantics, 90% cut-list
Findings 4-7 from the 2026-07-02 status analysis, per the session plan (S1):
- CHANGELOG rewritten truthfully (was: 'Plan phase - no framework code yet')
- README stack line names the split GA packages, not the agent-framework meta-package
- CLAUDE.md: MCP downgraded to extension point (in-process FunctionTool is the default seam)
- Verdict conflict semantics documented as chosen (store first-write-wins per id,
  disk/wiki last-write-wins per file; full B10 taxonomy deliberately deferred)
- docs/extending.md: explicit 90%-principle cut-list (B10, B11, U12, U14, concurrent fan-out)
- .gitignore covers .trekexecute-progress-* (docs/.DS_Store was already untracked/ignored -
  the plan's git rm --cached assumption was stale; no-op)

No code behavior changed (docstring only in verdicts.py). Suite 152/4 green, mypy clean,
ruff format --check clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01AaQCFnfsh3tfq1VfzdJpoi
2026-07-03 00:34:56 +02:00
207f057075 docs(fase3): extension-point guide (add project / data source / model-map) + SC6 test 2026-06-26 12:16:01 +02:00