Kjell Tore Guttormsen
8814a698c2
Closes the honest Fase 2a limitation: docs_dir==bundle_dir let keyword
chunk-stuffing leak the verdict's realization rate ("0.82") into the debate /
generation prompt regardless of the ExpeL fold (it surfaced from both
verdict-led-fro.md AND golden.json). The realization signal now reaches the
hypothesis prompt ONLY via the gated ExpeL fold.
- okf.py: bundle_context() + Bundle.context_files render the navigated bundle
(index + frontmatter + cross-links) as the agent read-context, EXCLUDING
type: verdict (maalbilde §2/§4). Pure stdlib, still MAF-free.
- datasource.py: bundle_citations() derives first-class citations from the
navigated non-verdict files.
- run_project: on the bundle path context + citations + debate tools come from
navigation (tools=[]; navigation replaces query-time RAG); the road path keeps
chunk-stuffing unchanged.
Load-bearing (maalbilde §7): the marker is upgraded from the minted verdict id
to the realization signal itself. The empty-store control now asserts "0.82"
reaches NO prompt — RED against the pre-2b chunk-stuffing path, green after
navigation (TDD red->green). New okf-level test_bundle_context_excludes_verdict_layer
guards the seam directly.
Suite 133->134 passed, 4 skipped; mypy + ruff check clean. Reverted unrelated
ruff-format drift (backends/budget/verdicts/test_contracts) to keep the diff
surgical.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01MHR8iKxJRxDiDfNw8HZmWE
40 lines
3.6 KiB
Markdown
40 lines
3.6 KiB
Markdown
# portfolio-optimiser
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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.
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> **Status:** Early development. The deterministic backbone is solid; the agentic learning loop is being wired one load-bearing seam at a time — **Step 1 (OKF-navigated context → hypothesis) is wired**, with the verdict layer kept out of the read-context (see below). Not yet end-to-end usable.
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> **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.
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## Design philosophy
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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%.
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## Agentic loop — wiring status
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The mandatory deterministic backbone (validator + budget meter + provenance) is solid and load-bearing. The agentic learning loop (see the [target picture](docs/plan/2026-06-26-maalbilde-agentic-loop.md) §11) is wired one seam at a time:
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- **Step 1 — OKF context → hypothesis (wired).** `run_project(..., bundle_dir=...)` wires the first agentic seam in two halves:
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- **Context by navigation, not stuffing.** The agent read-context is built by **navigating** the project's [OKF bundle](shared/examples/bygg-energi-mikro/) (`index.md` + frontmatter + cross-links, progressive disclosure) — never keyword chunk-stuffing (target picture §2/§4).
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- **Verdict layer gated out of context.** The `type: verdict` layer is excluded from that context; the candidate's prior expert verdicts reach the hypothesis prompt *only* through the gated ExpeL fold (folded in *before* generation), so a prior verdict provably — and exclusively — influences the next hypothesis.
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- Two load-bearing tests fail when the seam is detached: the realization signal must reach the prompt via the fold (`tests/test_step1_expel_loadbearing.py`), and must never leak via context (`tests/test_okf.py::test_bundle_context_excludes_verdict_layer`).
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- **Steps 3–8** (checker gating, informed refinement, async file feedback, gated wiki promotion) — not yet wired.
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## Docs
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- [`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).
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- [`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).
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- [`docs/plan/2026-06-23-incremental-plan.md`](docs/plan/2026-06-23-incremental-plan.md) — incremental delivery plan (deterministic backbone).
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- [`shared/`](shared/) — framework-neutral shared core (concept + example OKF knowledge bundles), reused unchanged by both reference implementations.
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## Stack
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Python ≥3.10 · MAF (`agent-framework`) · `uv`. Backend profiles: Azure/Foundry (full) + local (fallback).
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## Develop
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```bash
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uv sync
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uv run pytest
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uv run ruff check .
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```
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