feat(portfolio): complete RESOURCE-WP-0003 T06 optimization cases and T07 reporting

T06: optimization-case schema, fail-closed evaluator, cadence and decision template. Every option including the baseline must present all ten decision fields; one unknown blocks the comparison. Validated on the storage case (Hetzner computes and loses to Scaleway by EUR 29.14/month on operator labour; Host Europe blocks on four named gaps) and on the non-storage reef-railiance k3s rightsizing case (low utilization is real, but nothing is costable while the railiance01 price is unknown). T07: portfolio report over coverage, lifecycle, utilization, cost, renewals, risks, open cases, and next actions, derived only from committed evidence. Portfolio spend is reported null rather than as a partial sum, unattributed cost is a named list rather than a spread, and unmeasurable resources are reported rather than dropped. RESOURCE-WP-0003 is finished; both cases remain blocked_on_evidence against live delegated records in other repositories. RESOURCE-WP-0002 is untouched. Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-14 09:28:44 +02:00 · 2026-08-14 09:28:44 +02:00 · 2c2a6073ff
commit 2c2a6073ff
parent 54dd45c926
63 changed files with 4662 additions and 69 deletions
--- a/schemas/planning-evidence.schema.json
+++ b/schemas/planning-evidence.schema.json
@ -0,0 +1,101 @@
+{
+  "$schema": "https://json-schema.org/draft/2020-12/schema",
+  "$id": "https://coulomb.social/resource-control/planning-evidence.schema.json",
+  "title": "Resource-control planning evidence v0.1",
+  "oneOf": [
+    {"$ref": "#/$defs/forecast"},
+    {"$ref": "#/$defs/usage_observation"},
+    {"$ref": "#/$defs/allocation"},
+    {"$ref": "#/$defs/optimization"},
+    {"$ref": "#/$defs/commitment_candidate"}
+  ],
+  "$defs": {
+    "money": {"type": "string", "pattern": "^(0|[1-9][0-9]*)\\.[0-9]{2}$"},
+    "common": {
+      "type": "object",
+      "required": ["schema_version", "record_type", "record_id", "resource_id", "period_start", "period_end", "source_evidence", "created_at"],
+      "properties": {
+        "schema_version": {"const": "0.1"},
+        "record_type": {"enum": ["forecast", "usage_observation", "allocation", "optimization", "commitment_candidate"]},
+        "record_id": {"type": "string", "minLength": 1},
+        "revision_of": {"type": ["string", "null"]},
+        "resource_id": {"type": "string", "pattern": "^resource:"},
+        "service_id": {"type": ["string", "null"]},
+        "workload_id": {"type": ["string", "null"]},
+        "tenant_id": {"type": ["string", "null"]},
+        "environment": {"type": ["string", "null"]},
+        "cost_attribution_key": {"type": ["string", "null"]},
+        "period_start": {"type": "string", "format": "date"},
+        "period_end": {"type": "string", "format": "date"},
+        "source_evidence": {"type": "array", "items": {"type": "string"}},
+        "created_at": {"type": "string", "format": "date-time"}
+      }
+    },
+    "cost_breakdown": {
+      "type": "object",
+      "additionalProperties": false,
+      "required": ["infrastructure", "internal_labor", "external_services", "setup", "other"],
+      "properties": {
+        "infrastructure": {"$ref": "#/$defs/money"},
+        "internal_labor": {"$ref": "#/$defs/money"},
+        "external_services": {"$ref": "#/$defs/money"},
+        "setup": {"$ref": "#/$defs/money"},
+        "other": {"$ref": "#/$defs/money"}
+      }
+    },
+    "forecast": {
+      "allOf": [
+        {"$ref": "#/$defs/common"},
+        {
+          "type": "object",
+          "required": ["currency", "scenario", "forecast_version", "costs", "assumptions"],
+          "properties": {
+            "record_type": {"const": "forecast"},
+            "currency": {"type": "string", "pattern": "^[A-Z]{3}$"},
+            "scenario": {"enum": ["low", "base", "high"]},
+            "forecast_version": {"type": "string", "minLength": 1},
+            "costs": {"$ref": "#/$defs/cost_breakdown"},
+            "uncertainty": {"type": ["string", "null"]},
+            "assumptions": {"type": "array", "items": {"type": "string"}}
+          }
+        }
+      ],
+      "unevaluatedProperties": false
+    },
+    "usage_observation": {
+      "allOf": [
+        {"$ref": "#/$defs/common"},
+        {
+          "type": "object",
+          "required": ["measures"],
+          "properties": {
+            "record_type": {"const": "usage_observation"},
+            "measures": {"type": "array", "items": {"type": "object", "additionalProperties": false, "required": ["name", "value", "unit"], "properties": {"name": {"type": "string"}, "value": {"type": "string"}, "unit": {"type": "string"}}}}
+          }
+        }
+      ],
+      "unevaluatedProperties": false
+    },
+    "allocation": {
+      "allOf": [
+        {"$ref": "#/$defs/common"},
+        {"type": "object", "required": ["currency", "financial_fact_ids", "method", "allocated_amount", "shares", "residual_share"], "properties": {"record_type": {"const": "allocation"}, "currency": {"type": "string", "pattern": "^[A-Z]{3}$"}, "financial_fact_ids": {"type": "array", "minItems": 1, "items": {"type": "string"}}, "method": {"type": "string"}, "allocated_amount": {"$ref": "#/$defs/money"}, "shares": {"type": "array"}, "residual_share": {"type": "string"}}}
+      ],
+      "unevaluatedProperties": false
+    },
+    "optimization": {
+      "allOf": [
+        {"$ref": "#/$defs/common"},
+        {"type": "object", "required": ["currency", "baseline", "alternative", "one_time_cost", "expected_period_savings", "assumptions"], "properties": {"record_type": {"const": "optimization"}, "currency": {"type": "string", "pattern": "^[A-Z]{3}$"}, "baseline": {"$ref": "#/$defs/cost_breakdown"}, "alternative": {"$ref": "#/$defs/cost_breakdown"}, "one_time_cost": {"$ref": "#/$defs/money"}, "expected_period_savings": {"$ref": "#/$defs/money"}, "assumptions": {"type": "array", "items": {"type": "string"}}}}
+      ],
+      "unevaluatedProperties": false
+    },
+    "commitment_candidate": {
+      "allOf": [
+        {"$ref": "#/$defs/common"},
+        {"type": "object", "required": ["currency", "setup_cost", "recurring_cost", "cadence", "term_start", "approval_status"], "properties": {"record_type": {"const": "commitment_candidate"}, "currency": {"type": "string", "pattern": "^[A-Z]{3}$"}, "setup_cost": {"$ref": "#/$defs/money"}, "recurring_cost": {"$ref": "#/$defs/money"}, "cadence": {"enum": ["monthly", "quarterly", "annual", "one_time"]}, "term_start": {"type": "string", "format": "date"}, "term_end": {"type": ["string", "null"], "format": "date"}, "approval_status": {"const": "candidate"}}}
+      ],
+      "unevaluatedProperties": false
+    }
+  }
+}