portfolio-optimiser/CHANGELOG.md

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.

[0.1.0] - 2026-08-06

First tagged release. There is no prior release, so the entries below describe what this version is, not what changed since a predecessor.

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.
• Value report (S5.4): a read-only --report [--json] --ledger <file> surface on run.py that rolls up the accumulated SavingsLedger — per-project + portfolio totals (dimension-free-deduped integer øre), flagged cross-dimension overlaps (each counted once), and per-entry provenance — as a human table or deterministic JSON. Makes no model calls; mode-exclusive (only --ledger/--json permitted with --report, which requires --ledger). Honest scope boundary: the report core (value_report.py) now exists but is deliberately not wired into costsim's kost_mot_verdi placeholder — that cost-vs-value integration is a separate, deferred step. The costsim seam note was reworded from the stale "fylles av S5.4 verdirapport" to a truthful forward reference so costsim's own output no longer claims the wiring is done.
• Semantic retrieval seam (S3.1): a new MAF-free semretrieval.py adds an Embedder/Retriever pair and a HybridRanker blending a numpy cosine term over the embedded feature triple (sorted cost codes, measure type, magnitude bucket) with the existing structural score, exposed as --semantic-retrieval. What ships is the seam, not better retrieval quality: the bundled FakeEmbedder is a deterministic sha256 projection with no semantics, so over a structural tie the order is deterministic but arbitrary. A real embedder is selected from a CLOSED registry via --embedder-config / build_embedder — deliberately never an import path, so a config file can never name arbitrary code to load. Off by default and additive: with no retriever passed the store delegates to StructuralRetriever, which reproduces the pre-seam ranking exactly, so the text-excluded default and every existing test are unchanged. The embedding excludes description, matching similarity ("text is ignored by design") and the verdict-id hash — so a flag-on run reads no surface text either, and a genuine expert verdict can no longer be outranked by the framework's own echo of the query. The ranker is passed PER CALL, never assigned to the caller's store, so the opt-in cannot outlive the run that asked for it. Accepted in both run modes; in single-project mode it requires --bundle-dir and --verdict-dir and is refused — never silently ignored — without them. Determinism, precisely: ranking order rests on the total order (-round(score, 9), id); the BLAS thread pins set before numpy is imported (VECLIB_MAXIMUM_THREADS for Accelerate, OPENBLAS/MKL/OMP for other backends) defend the narrower claim that vector artifacts are byte-identical across environments. Ships an optional, rebuildable vectors.npy + vectors.jsonl store (byte-identical regardless of insertion order; fail-fast on a row/line mismatch; missing loads as None) — an authoring primitive with no caller in src/, offered to extenders like write_verdict and promote_verdict. numpy is confined to semretrieval.py and never enters okf.py, retrieval.py or shared/.
• Cost-baseline anchoring of the deterministic gate (S4.0): validate_proposal(..., baseline=...) reconciles every affected_item against the project's real CostBaseline in a stage 0, before the solver — two independent rejections (unknown cost code; a real code whose quantity/unit_cost falls outside a configurable tolerance, default 5 %, of the baseline value). Before this, every stage reasoned only about numbers the proposal itself supplied, so an internally consistent hallucination cleared the whole gate. Validation, never repair: the proposal is rejected, never silently corrected to the baseline. The argument is optional (None reproduces the earlier behaviour) but both run paths set it — the road path always, the bundle path only when the bundle ships a cost-baseline.json, since a pre-amendment bundle is legitimately unanchored. A baseline that exists but is malformed raises on both loaders rather than reading as "no baseline". Method caps are looked up in an injectable METHOD_CAPS registry, so a second measure type is data rather than an edit to the validator.
• Deterministic stage-2 bound and band enclosure in the validator (S2.7).
• Per-candidate verdict keying (S3.2): seed_store_from_bundle reads each type: verdict file's own structural frontmatter (affected_codes / measure_type / claimed_saving_nok) instead of collapsing a multi-candidate bundle onto the single IR projection, where a verdict about candidate B scored a perfect structural match against candidate A's query. All three fields or none — a partial declaration raises rather than being merged with the bundle candidate, which would mint a key belonging to neither. Bundles that declare none fall back to the previous keying, so every pre-S3.2 seed is unchanged.
• Portfolio concurrency (S3.3): wave-partitioned execution with a per-project snapshot and a deterministic merge barrier, pinned by a concurrent-equals-sequential contract test; k < 1 is fail-fast. Failures are collected and the pass continues, surfaced as RunFailure slots rather than aborting the portfolio. Goal-stop is evaluated at wave boundaries, with the intra-wave semantics documented and pinned.
• Global portfolio token cap (S3.4/F10): PortfolioBudget + PortfolioMeter form one ledger across a whole portfolio pass — and, seeded from a spend file, across passes — while the per-run Budget/TokenMeter is unchanged. Three enforcement points: a startup refusal when the remainder cannot fund a single run; wave admission, where an unfundable project is never started (a project that is merely aborted has already cost calls) and the pass stops structurally with the completed runs preserved; and a pre-call guard in BudgetMiddleware, so a call the remainder cannot pay for is refused rather than made. Because a whole wave is checked against the same pre-wave remainder, admission reserves each member's requirement. Resource exhaustion is reported in its own budget_stop field, never merged into stop_reason — a goal stop is success. The spend file is our own accounting state, so corrupt content raises instead of reading as zero.
• Ingest transports (S2.2, S2.4): the MCP connector as a transport inside the http family, and a time-bounded default http transport in front of the pinned ingest library. A server on the ingest path must expose a zero-argument tool (the URL carries both coordinates), which is a deliberately separate seam from the in-run data-source demo server.
• 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.
• Offline whole-loop CLI door (--scripted-replies): drives the entire method over the caller's own data with no model budget, in both run modes. Resolved before the portfolio dispatch, because placing it after made --portfolio --scripted-replies silently drop the flag and attempt four real model calls (measured). Mutually exclusive with --live-dry-run: both are offline and they contradict, so the combination is refused rather than letting one quietly win.
• Run mandate (mandate.py, --mandate): a domain expert commissions which approaches a run evaluates, the run announces what it will do before doing it, and it settles for that — every commissioned approach is evaluated and every one appears in a coverage report. A mandate is not a dimension (dimension.admits filters what may pass the scoping gate; a mandate directs what the run spends its attempts on) and not a goal (the numeric target keeps its single home in GoalContract/--goals and is merely restated in the announcement). Two construction-time refusals: an empty commission, and a duplicate approach id — including one claiming the reserved own-proposal — since the id keys each coverage row and two rows under one key collapse silently. Pure module: pydantic + stdlib only, D7-portable, guarded MAF-free.
• MCP servers as in-run tools (mcp_tools.py, --mcp-config): concrete external servers become tools the agents can call during the debate. Opt-in and additive — with no config there are zero network calls and the tool list is unchanged. Three rules are load-bearing: an allowlist is required (an empty one would let the far end decide what the agents may call), every server and every permitted tool is named in the announcement before the first call (also without --mandate — no undeclared egress), and --live-dry-run opens nothing. A malformed config is refused rather than degraded to "no external services", which would make the announcement describe a run nobody configured. This is a separate seam from the ingest-path MCP transport above.
• Per-approach outbox artefacts: a run commissioned to evaluate three approaches previously wrote one proposal artefact, so only the selected approach could ever receive a verdict and the others taught the learning loop nothing. Artefacts are now keyed {run_id}-{approach_id}-*.json and carry approach_id in the payload, with the join key (run_id, approach_id) — widening only the filename would not have worked, because the reader joins on the run_id field read from file content. Two properties make them genuinely judgeable: verdict_id is minted per approach (so one delivered verdict cannot clear all three from the queue), and provenance.validator_decision follows its own approach rather than the run's. verdicts.verdict_key is the single public verdict-key rule.
• External-call provenance: the egress declaration says what a run may contact; ToolCallRecorder records what it did, landing on ProvenanceStamp.external_calls read after the debate. It only observes — call_next is always awaited, so a trace can never alter the run it traces. Only configured tools are recorded; logging in-process functions would turn the record into a false egress claim, and an empty list is therefore a positive statement that nothing outside the process was contacted. Attribution comes from our own config because MAF reports the bare tool name with no server prefix (measured, not assumed), so a name allowed by two servers is recorded unattributed rather than credited to the first match. Stated honesty limit: this is the call and its source — not evidence that the service's answer reached the proposal.
• 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: 755 passing tests (4 skips are live-provider-only). Every wired seam is covered by a load-bearing test that goes red when the seam is detached, and each carries a recorded detach point verified by mutation. That property is maintained by measurement, not by assumption, and this release contains two recorded cases where it did not hold until it was checked: the S3.1 --semantic-retrieval flag was covered only below the CLI, so hardcoding it off at main() level left the suite green; and four of the five BudgetExceeded raise sites could report any value in the observed field without a single test noticing. Both are now pinned.

Fixed

Defects found and closed before this first tag. Nothing here was ever released; they are recorded because each one changed an invariant an adopter depends on.

• Money quantisation happens in one order, from one source: ledger.to_ore is the framework's single NOK→øre conversion, applied per amount, after which integers are summed. Previously the goal baseline summed floats and quantised once while the ledger summed per-candidate integers, and the two orders met in exactly one place — the check that decides whether a portfolio pass stops early on a percentage goal. Measured divergence: three lines of 60000.005 NOK are 18000003 øre quantised first but 18000001 summed first, enough to flip a goal. Both call sites were fixed; a fix to only one survived the whole suite (measured).
• The MCP stdio ingest transport now runs against a real server, and its error contract is repaired: stdio_client and ClientSession are each a task group, and anyio wraps everything leaving one in an exception group, so the module's own IngestError reached callers as an exception group and never as the type the ingest door switches on. The owned error is unwrapped and re-raised; anything else is re-raised untouched. No canned-tool test could have caught this — the defect only appears once the code is actually run.
• The MCP timeout composes with anyio's own cancel scope (anyio.fail_after nested inside both task groups) instead of asyncio.wait_for from outside, which cancelled the structure anyio owns and produced a BrokenResourceError inside an exception group rather than a timeout. The translation is narrowed by CancelScope.cancelled_caught, so only the scope that hit its own deadline earns the timeout code — an unconditional except TimeoutError would mislabel any TimeoutError, since the builtin is also socket.timeout and asyncio.TimeoutError. anyio is now a declared direct dependency rather than a transitive one.
• Frontmatter scalars are unquoted by exactly one rule (okf.unquote_scalar).
• A non-finite embedding is refused rather than scored.
• --embedder-config is refused when --semantic-retrieval is absent, rather than silently dropped.
• The portfolio CLI no longer swallows its offline door or its failures.
• Constants cited in the live documentation are gated against the code, so a doc and the value it quotes cannot drift apart unnoticed.

Notes

• Licensed under the MIT License (see LICENSE).
• Scope boundary: this is a technical framework. The deployer owns DPIA, risk assessment and processing purpose; the framework ships only the technical preconditions (local-only operation, provenance, no silent egress).
• The shared/ directory is a git subtree of portfolio-optimiser-commons and is pull-only.