portfolio-optimiser/README.md
Kjell Tore Guttormsen cbc7a22c78 docs(shared): bygg-energi mikro-eksempel — OKF-bundle + golden + load-bearing test
Persistent dev-fixture for energieffektivisering (energiledelse/M&V), valgt for
sin lærings-overflate: gapet mellom modellert besparelse (validatoren regner) og
faktisk realisert besparelse i drift (eksperten kjenner) — det ExpeL skal lære.

Ett kontorbygg, ett LED-retrofit-tiltak. OKF-bundle (index/project/hypothesis/
methodology/reference/verdict) bærer kontekst-laget; verdict-led-fro.md koder
realiseringsgraden (RR ≈ 0,82, forankret i National Grid SBS 2010) som ExpeL-frø.

Energi mappet inn i den EKSISTERENDE kost-IR-en uendret (affected = byggets totale
energikostnad, claimed = modellert besparelse ~10 % < 30 %-cap), så validatoren
kjører som-den-er — src/ urørt. golden.json fryser de seeded percentilene; testen
beviser at fixturen er konsumerbar (validerer, ikke Rejection), ikke bare til stede.

Domenetall verifisert mot primærkilder (EVO/IPMVP, DOE/NREL UMP, CPUC, fire
evalueringsstudier); norsk energipris mot SSB Q1 2026. README + shared/README
oppdatert (eksempel finnes, ikke lenger "planned"). Suite 121/4, ruff+mypy rene.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MHR8iKxJRxDiDfNw8HZmWE
2026-06-29 09:42:13 +02:00

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2 KiB
Markdown

# portfolio-optimiser
Generic, open framework on **Microsoft Agent Framework (MAF)** for finding cost-savings / efficiency proposals *within* each project of a portfolio of independent projects. Multiple agents collaborate to generate candidate proposals; a mandatory deterministic validator (solver + Monte Carlo) decides the numbers; domain experts review via human-in-the-loop, and the system learns from their verdicts.
> **Status:** Early development (plan phase). Not yet usable.
> **Disclaimer — technical framework only.** This project is a *technical framework*. Organizations that deploy it are themselves responsible for ensuring a valid processing purpose and for any required assessments (DPIA, risk/ROS, security reviews, etc.). The framework ships technical affordances (local-only mode, provenance/audit logging, no silent data egress) to *enable* compliant use, but makes no compliance guarantees.
## Design philosophy
The result will never fit any single customer 100%. The goal is a **~90% genuinely generic core plus clear extension points**, so competent people can configure the last mile per customer. We deliberately do not chase the final 10%.
## Docs
- [`docs/plan/2026-06-26-maalbilde-agentic-loop.md`](docs/plan/2026-06-26-maalbilde-agentic-loop.md) — target picture: the agentic cost-saving loop + OKF knowledge architecture (north star).
- [`docs/research/2026-06-23-prior-art-platform.md`](docs/research/2026-06-23-prior-art-platform.md) — prior-art & platform research (incl. implementation register §15).
- [`docs/plan/2026-06-23-incremental-plan.md`](docs/plan/2026-06-23-incremental-plan.md) — incremental delivery plan (deterministic backbone).
- [`shared/`](shared/) — framework-neutral shared core (concept + example OKF knowledge bundles), reused unchanged by both reference implementations.
## Stack
Python ≥3.10 · MAF (`agent-framework`) · `uv`. Backend profiles: Azure/Foundry (full) + local (fallback).
## Develop
```bash
uv sync
uv run pytest
uv run ruff check .
```