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portfolio-optimiser/CHANGELOG.md
Kjell Tore Guttormsen ae01127510 docs(truth): S1 truth maintenance — CHANGELOG, stack line, MCP claim, conflict semantics, 90% cut-list 
Findings 4-7 from the 2026-07-02 status analysis, per the session plan (S1):
- CHANGELOG rewritten truthfully (was: 'Plan phase - no framework code yet')
- README stack line names the split GA packages, not the agent-framework meta-package
- CLAUDE.md: MCP downgraded to extension point (in-process FunctionTool is the default seam)
- Verdict conflict semantics documented as chosen (store first-write-wins per id,
  disk/wiki last-write-wins per file; full B10 taxonomy deliberately deferred)
- docs/extending.md: explicit 90%-principle cut-list (B10, B11, U12, U14, concurrent fan-out)
- .gitignore covers .trekexecute-progress-* (docs/.DS_Store was already untracked/ignored -
  the plan's git rm --cached assumption was stale; no-op)

No code behavior changed (docstring only in verdicts.py). Suite 152/4 green, mypy clean,
ruff format --check clean.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01AaQCFnfsh3tfq1VfzdJpoi
2026-07-03 00:34:56 +02:00

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Changelog

All notable changes to this project will be documented in this file.

[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.
  • Test suite: 152 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

  • License to be finalized at release prep.