portfolio-optimiser/CHANGELOG.md

1.4 KiB

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.
  • Test suite: 237 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).