portfolio-optimiser/CHANGELOG.md

Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[Unreleased]

Added

• Deterministic backbone: mandatory blocking validator (solver + Monte Carlo against the shared golden suite), budget meter with hard fail-fast caps, provenance stamping.
• Agentic learning loop wired end to end, one load-bearing seam at a time (target-picture steps 1, 3/4, 5, 7, 8): OKF-navigated bundle context with the gated ExpeL fold, maker-checker debate where the checker gates the reasoning, informed refinement (previous rejection reason fed into the next bounded attempt), async verdict file inbox, and gated wiki promotion (fail-closed).
• Offline end-to-end simulation proving the learning loop closes with a scripted client (uv run python -m portfolio_optimiser.simulation) — plumbing proof, not live-model proof.
• Framework-neutral shared core in shared/: OKF concept + example bundle, golden validator suite, and the expert-reviewer persona as an Agent Skill.
• CLI parity (S5.3): run.py drives the whole method from the command line in two modes — single-project (--dimension-config, --outbox-dir/--run-id, plus the already-wired --bundle-dir/--verdict-dir) and portfolio (--portfolio with --goals/--ledger), the latter printing an observable goal reached: … line when a savings goal is met. Adds a fail-fast load_dimension loader and structured refusals (rc 1, no traceback) for misuse and mode-exclusivity violations. The prior-verdict fold is on the --bundle-dir path only; a --docs-dir-only run is single-shot.
• Value report (S5.4): a read-only --report [--json] --ledger <file> surface on run.py that rolls up the accumulated SavingsLedger — per-project + portfolio totals (dimension-free-deduped integer øre), flagged cross-dimension overlaps (each counted once), and per-entry provenance — as a human table or deterministic JSON. Makes no model calls; mode-exclusive (only --ledger/--json permitted with --report, which requires --ledger). Honest scope boundary: the report core (value_report.py) now exists but is deliberately not wired into costsim's kost_mot_verdi placeholder — that cost-vs-value integration is a separate, deferred step. The costsim seam note was reworded from the stale "fylles av S5.4 verdirapport" to a truthful forward reference so costsim's own output no longer claims the wiring is done.
• Azure/Foundry offline preflight config gate (preflight.py, S4.1).
• Offline live-dry-run drill (--live-dry-run, S4.2): walks the whole path up to the eager client build and stops before the first model call — zero chat calls.
• Out-of-band HITL verdict routing CLI (hitl.py, S5.1): code-prefix routing on the candidate id.
• Expert-notification contract (notify.py, S5.2): the declared Notifier with ConsoleNotifier, FileNotifier (byte-deterministic JSONL), and WebhookNotifier, plus a fail-fast build_notifier; the webhook is the only egress point, fail-closed behind an explicit per-run allow_egress opt-in. Not auto-wired into run.py.
• docs/knowledge-base-recipe.md (S5.3, D-H item 1): the documented team process (technical + domain expert) for building a knowledge base, with the honest 1–2 week expectation.
• Test suite: 431 passing tests (4 skips are live-provider-only), every wired seam covered by a load-bearing test that goes red when the seam is detached.

Notes

• Licensed under the MIT License (see LICENSE).