open/portfolio-optimiser
1
0
Fork 0
Code Issues Releases 1 Activity
portfolio-optimiser/CHANGELOG.md
Kjell Tore Guttormsen c0d3ba4459 docs(s53): README two-mode CLI matrix + honesty-scoped learning-loop claims + CHANGELOG catch-up 
README: the stale one-line CLI mention replaced by the two-mode flag matrix (single-project vs
--portfolio), runnable 'uv run python -m portfolio_optimiser.run ...' examples, the --outbox-dir
!= --verdict-dir self-contamination warning (documented, not enforced), and the --decision/
--rationale inert-in-portfolio note. Honesty scoping: the prior-verdict fold (the learning step)
is stated to happen ONLY on the --bundle-dir path; a --docs-dir-only run is single-shot (no fold).
CHANGELOG [Unreleased]/Added: S5.3 CLI-parity entry (six flags + portfolio mode + load_dimension +
recipe doc) plus catch-up for the shipped-but-undocumented S4.1 (preflight), S4.2 (--live-dry-run),
S5.1 (hitl CLI), S5.2 (notify); stale test count 237 -> 431. extending.md verified accurate (B11
notifier note stands verbatim — main() auto-wires no notifier; no CLI section to sync), left
unchanged.

SC4 honesty grep clean (each hit in bundle-path context, none on a fold-less path):
  grep -rniE 'learning loop|learns from|self-improv' README.md docs/extending.md CHANGELOG.md
  README:11 (system-level) :56 (wiki substrate) :67 (8-step bundle loop);
  CHANGELOG:13 (gated ExpeL fold) :17 (offline simulation). Full suite 431 passed (no code touched).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01KNNiJRk1sSwxgVLS5AobT1
2026-07-23 21:51:00 +02:00

2.8 KiB
Raw Blame History

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.
  • CLI parity (S5.3): run.py drives the whole method from the command line in two modes — single-project (--dimension-config, --outbox-dir/--run-id, plus the already-wired --bundle-dir/--verdict-dir) and portfolio (--portfolio with --goals/--ledger), the latter printing an observable goal reached: … line when a savings goal is met. Adds a fail-fast load_dimension loader and structured refusals (rc 1, no traceback) for misuse and mode-exclusivity violations. The prior-verdict fold is on the --bundle-dir path only; a --docs-dir-only run is single-shot.
  • Azure/Foundry offline preflight config gate (preflight.py, S4.1).
  • Offline live-dry-run drill (--live-dry-run, S4.2): walks the whole path up to the eager client build and stops before the first model call — zero chat calls.
  • Out-of-band HITL verdict routing CLI (hitl.py, S5.1): code-prefix routing on the candidate id.
  • Expert-notification contract (notify.py, S5.2): the declared Notifier with ConsoleNotifier, FileNotifier (byte-deterministic JSONL), and WebhookNotifier, plus a fail-fast build_notifier; the webhook is the only egress point, fail-closed behind an explicit per-run allow_egress opt-in. Not auto-wired into run.py.
  • docs/knowledge-base-recipe.md (S5.3, D-H item 1): the documented team process (technical + domain expert) for building a knowledge base, with the honest 1–2 week expectation.
  • Test suite: 431 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).