portfolio-optimiser/docs/plan
Kjell Tore Guttormsen 8ecfa96934 docs(qa): the repo's intention, stated as claims the operator can correct
The demo-week brief was written by a session that read its way to the
intention through documents other sessions had written. Two of its frames
were overturned by the primary sources inside one conversation, so the
operator stopped planning and commissioned this: read the primary sources
directly, state the understanding back as numbered claims, and capture the
corrections where they survive.

Six gaps in the picture the brief rests on, all measured rather than argued:

- The intention has a SECOND axis that STATE's list of five primary sources
  never named. review-2026-07 (F1-F14) and sesjonsplan-fase2-6 (S2.0-S5.4,
  D-A-D-I, M1-M3) are where most of the repo's 31 modules come from: 20
  S-numbers, 18 with hits in src/+tests/. A plan written from the five named
  sources alone would describe a repo with eight steps and miss two thirds
  of what is there.
- D-H's DECIDED demo path ("clone -> unzip -> factory builds -> loop runs")
  is factory-dependent, and the factory (D-G/T0, `okf-toolkit`) does not
  exist -- measured, not assumed. The brief's "anyone who downloads the repo
  can run exactly the same" IS that path.
- The realistic example's content model is already decided (D-F): knowledge
  types with required source citation, strict separation from the verdicts.
  The commission to commons must reference it, not invent one.
- The demo is the programme's level-2 publishing proof (D-I), with an
  honesty ceiling agreed in advance and a README update as its consequence.
- The shared spec covers the loop + ingest and NONE of the surplus: mandate,
  notify, ledger, value report, cost simulation, dimension, portfolio
  budget, concurrency, preflight all measure 0 mentions. The comparison is
  therefore of the SPEC'd core, not of this repo.
- Step 5 is not a presentation-layer concern: `generate_via_llm` consumes
  the intermediate rejection internally, and today's demo validates on the
  first attempt, so the refinement never triggers. Steps 2 and 6 ARE
  printable from data RunResult already carries.

Two inventory numbers spot-checked independently (759 collected; the offline
simulation re-run, output identical). Nothing here is sourced from STATE.md.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TvjgY5NBg16D7kgQf14s6B
2026-08-06 13:09:45 +02:00
..
2026-06-23-incremental-plan.md docs: add cost-discipline + 90% principle as locked decisions (D5, D6) 2026-06-23 22:11:48 +02:00
2026-06-26-maalbilde-agentic-loop.md docs(maalbilde): konsolidert agentisk-loop baseline + OKF-kontekstarkitektur 2026-06-26 20:56:14 +02:00
2026-07-02-sesjonsplan.md docs(plan): session-by-session execution plan from the 2026-07-02 status analysis 2026-07-02 17:11:10 +02:00
2026-07-03-maalbilde-ingest-lag.md docs(plan): målbilde + gated sesjonsplan for ingest-programmet 2026-07-03 13:45:14 +02:00
2026-07-03-program-brief-ingest-konnektorer.md docs(plan): program-brief for ingest-lag — tools/konnektorer mot reelle datakilder 2026-07-03 11:24:24 +02:00
2026-07-03-sammenligningsprotokoll.md docs(plan): S3 — comparison protocol (pinned ref, metrics, liveness asymmetry) 2026-07-03 01:10:05 +02:00
2026-07-03-sesjonsplan-ingest.md docs(plan): ingest-rammer — Opus 4.8 xhigh alle økter, ingen Fable 5 2026-07-04 17:17:09 +02:00
2026-07-06-reell-kjoring-analyse-plan.md docs(plan): utrulling D-F–D-I — sesjonsplan (D-F–D-I i §2, S3.5/S3.6/S5.4, graf+T0), roadmap-revisjonsblokk, commons-amendment-utkast (Step-1-analyse: NEI → minimal amendment), toolkit-repo-brief 2026-07-15 05:29:41 +02:00
2026-07-10-sesjonsplan-fase2-6.md docs(repo): meet the org repo-standard gate — 0 ERROR 2026-08-03 21:56:19 +02:00
2026-07-14-commons-amendment-utkast.md docs(plan): utrulling D-F–D-I — sesjonsplan (D-F–D-I i §2, S3.5/S3.6/S5.4, graf+T0), roadmap-revisjonsblokk, commons-amendment-utkast (Step-1-analyse: NEI → minimal amendment), toolkit-repo-brief 2026-07-15 05:29:41 +02:00
2026-07-14-revisjonspakke-DF-DI.md docs(plan): utrulling D-F–D-I — sesjonsplan (D-F–D-I i §2, S3.5/S3.6/S5.4, graf+T0), roadmap-revisjonsblokk, commons-amendment-utkast (Step-1-analyse: NEI → minimal amendment), toolkit-repo-brief 2026-07-15 05:29:41 +02:00
2026-07-14-toolkit-repo-brief.md docs(plan): utrulling D-F–D-I — sesjonsplan (D-F–D-I i §2, S3.5/S3.6/S5.4, graf+T0), roadmap-revisjonsblokk, commons-amendment-utkast (Step-1-analyse: NEI → minimal amendment), toolkit-repo-brief 2026-07-15 05:29:41 +02:00
2026-07-16-llm-ingestion-guard-inclusion.md docs(security): plan llm-ingestion-guard inclusion at ingest/inbox persist-gates 2026-07-16 07:43:30 +02:00
2026-08-06-intensjons-qa.md docs(qa): the repo's intention, stated as claims the operator can correct 2026-08-06 13:09:45 +02:00