portfolio-optimiser/shared
Kjell Tore Guttormsen 6f861a0078 feat(persona): build the shared expert-reviewer persona as a framework-neutral Agent Skill
The expert reviewer was only a hardcoded verdict_input dict inside the offline
simulation. Build it as the real, shared artifact target picture §8 calls for:
shared/skills/expert-reviewer/ — a SKILL.md persona prompt (energy-advisor / M&V
role + the realization-gap methodology the validator cannot compute) plus a
canonical references/example-verdict.json. shared/ stays pure data; the MAF side
reads it via portfolio_optimiser.persona.load_persona_example (call-time,
fail-fast) and the Claude-SDK sibling reads the same JSON with its own loader.

This de-stubs the simulation: its persona judgement (decision + rationale + traced
marker) is now sourced from the artifact at call time, not an inline literal — so
the shared persona is genuinely consumed and cannot rot silently. decision is
binary (approved/rejected, the FeedbackContract the run path accepts);
approved_with_adjustment is rejected there and lives only in the bundle seed
frontmatter + the promotion gate, so the realization correction is carried in the
rationale prose.

Load-bearing trio (tests/test_persona_skill_loadbearing.py), each proven RED on its
own detach: structure + framework-neutrality, the example is valid pipeline input
(incl. FeedbackContract, on a throwaway copy), and the simulation's marker follows
the artifact file. Suite 149->152.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MHR8iKxJRxDiDfNw8HZmWE
2026-06-30 13:59:42 +02:00
..
examples/bygg-energi-mikro docs(shared): conform bygg-energi-mikro to the shared OKF spec (okf_version 0.1) 2026-06-29 14:50:04 +02:00
skills/expert-reviewer feat(persona): build the shared expert-reviewer persona as a framework-neutral Agent Skill 2026-06-30 13:59:42 +02:00
CONCEPT.md docs(shared): konsept-notat til norsk (Forgejo-publikum = norsk marked) 2026-06-26 21:31:02 +02:00
README.md feat(persona): build the shared expert-reviewer persona as a framework-neutral Agent Skill 2026-06-30 13:59:42 +02:00

shared/ — framework-neutral core

This directory holds the parts of the project that are independent of any AI agent framework and are meant to be shared, unchanged, between both reference implementations:

  • this repository — the method built on Microsoft Agent Framework (MAF);
  • a sibling repository (built later, in sequence) — the same method on the Claude Agents SDK.

Sharing one identical core is what makes the two implementations a fair comparison: both consume the same concept, the same example data, and the same expected outcomes, so the only thing that differs is the agent framework itself.

Contents (growing)

  • CONCEPT.md — the business concept, written for a non-specialist (e.g. a business developer at another company).
  • examples/bygg-energi-mikro/ — the first example knowledge bundle (OKF / LLM-wiki): one office building, one LED-retrofit measure, with a seed expert verdict encoding the realization gap and a golden-suite of expected validator outcomes. A small dev fixture for exercising the agentic loop; a realistic full-scale example comes later.
  • skills/expert-reviewer/ — the expert-reviewer persona as a framework-neutral Agent Skill: a SKILL.md persona prompt (energy-advisor / M&V role + the realization-gap methodology the validator cannot compute) and a canonical references/example-verdict.json. Both reference implementations instantiate the reviewer from this one artifact; shared/ stays pure data (each stack reads the JSON with its own loader).
  • (planned) the method specification.

Rules

  • Nothing in here may import or depend on a specific agent framework. If it does, it does not belong in shared/.
  • Repo layout (decision R1, 2026-06-26): the shared core lives here for now. When work on the sibling repository begins, it will be extracted into its own repository (e.g. portfolio-optimiser-commons) via git subtree split, and both implementation repos will consume it. This defers cross-repo plumbing until it is actually needed.

See the target picture for the full architecture: docs/plan/2026-06-26-maalbilde-agentic-loop.md.