feat(steering): K-Ext-5 Portfolio-Kernel-Aggregation ueber Initiativen

GET /api/workspace/steering; Portfolio-Widget nutzt Kernel-Attention, Vorschlaege und Agent-Slots.

Co-authored-by: Cursor <cursoragent@cursor.com>

.cursor/rules/kairo-steering-kernel.mdc

@@ -39,6 +39,12 @@ Aktivierung über `steering_elements` / `data_slices` im Methoden-Vertrag — **
 - Config: `operatingContext.agent_slot_config` (`enabled_slots`, `guardrail_pack`, `stale_debt_days`)
 - UI: `AgentSlotsPanel` + Snapshot `steering_kernel.agent_slots`
 
+## Portfolio (K-Ext-5)
+
+- Aggregiert Kernel-Output über Initiativen: `GET /api/workspace/steering`
+- Modul: `steering/portfolio/aggregate.py` — **kein** Duplikat-Rechnen außerhalb Kernel
+- Legacy `/api/workspace/attention` bleibt (SQL-Regeln) bis vollständige Migration
+
 ## Frontend
 
 - `SteeringProposalsPanel` + `PROPOSAL_UI_CONFIG` in `utils/steeringProposals.js`

backend/data_layer/portfolio_steering.py

@@ -0,0 +1,23 @@
+"""Portfolio steering read model — K-Ext-5."""
+
+from __future__ import annotations
+
+from typing import Any
+
+from steering.portfolio.aggregate import aggregate_portfolio_steering
+from tenant_context import TenantContext
+
+
+def get_portfolio_steering(
+    ctx: TenantContext,
+    *,
+    max_initiatives: int = 50,
+    total_attention: int = 30,
+    total_next_work: int = 15,
+) -> dict[str, Any]:
+    return aggregate_portfolio_steering(
+        ctx,
+        max_initiatives=max_initiatives,
+        total_attention=total_attention,
+        total_next_work=total_next_work,
+    )

backend/routers/workspace.py

@@ -9,6 +9,7 @@ from data_layer import actions as dl_actions
 from data_layer import actors as dl_actors
 from data_layer import attention as dl_attention
 from data_layer import initiatives as dl_initiatives
+from data_layer import portfolio_steering as dl_portfolio_steering
 from data_layer import workspace as dl_workspace
 from fastapi import APIRouter, Depends, HTTPException, Query
 from pydantic import BaseModel, Field
@@ -96,6 +97,19 @@ def workspace_next_actions(
     return dl_attention.get_next_action_candidates(ctx, limit=limit or 10)
 
 
+@router.get("/steering")
+def workspace_steering(
+    limit: Optional[int] = Query(default=30, ge=1, le=100),
+    ctx: TenantContext = Depends(require_capability("kairo.attention.read")),
+):
+    """Portfolio-Steuerung — Kernel-Aggregation über alle aktiven Initiativen (K-Ext-5)."""
+    return dl_portfolio_steering.get_portfolio_steering(
+        ctx,
+        total_attention=limit or 30,
+        total_next_work=min(limit or 30, 15),
+    )
+
+
 @router.post("/portfolio/reorder")
 def workspace_portfolio_reorder(
     body: PortfolioReorderRequest,

backend/steering/portfolio/aggregate.py

@@ -0,0 +1,172 @@
+"""Portfolio-level steering aggregation — K-Ext-5."""
+
+from __future__ import annotations
+
+from typing import Any
+
+from steering.kernel import evaluate_steering
+from tenant_context import TenantContext
+
+_SEVERITY_ORDER = {"critical": 0, "warning": 1, "info": 2}
+
+
+def _portfolio_rank_key(rank: int | None) -> int:
+    return rank if rank is not None else 999_999
+
+
+def _load_active_initiatives(ctx: TenantContext, *, limit: int) -> list[dict[str, Any]]:
+    from data_layer.initiatives import get_active_initiatives
+
+    return get_active_initiatives(ctx, limit=limit)
+
+
+def _enrich_item(
+    item: dict[str, Any],
+    *,
+    initiative_id: str,
+    initiative_title: str,
+    portfolio_rank: int | None,
+) -> dict[str, Any]:
+    enriched = dict(item)
+    enriched.setdefault("initiative_id", initiative_id)
+    enriched["initiative_title"] = initiative_title
+    if portfolio_rank is not None:
+        enriched["portfolio_rank"] = portfolio_rank
+    enriched.setdefault("data_source", "steering_kernel")
+    return enriched
+
+
+def _sort_attention(items: list[dict[str, Any]]) -> list[dict[str, Any]]:
+    return sorted(
+        items,
+        key=lambda item: (
+            _SEVERITY_ORDER.get(item.get("severity", "info"), 99),
+            _portfolio_rank_key(item.get("portfolio_rank")),
+            item.get("initiative_title") or "",
+            item.get("title") or "",
+        ),
+    )
+
+
+def _sort_next_work(items: list[dict[str, Any]]) -> list[dict[str, Any]]:
+    return sorted(
+        items,
+        key=lambda item: (
+            _portfolio_rank_key(item.get("portfolio_rank")),
+            item.get("rank") if item.get("rank") is not None else 999,
+            item.get("title") or "",
+        ),
+    )
+
+
+def aggregate_portfolio_steering(
+    ctx: TenantContext,
+    *,
+    max_initiatives: int = 50,
+    attention_per_initiative: int = 5,
+    next_work_per_initiative: int = 3,
+    total_attention: int = 30,
+    total_next_work: int = 15,
+    total_agent_slots: int = 20,
+) -> dict[str, Any]:
+    """
+    Aggregiert Kernel-Steuerung über aktive Initiativen (Portfolio-Rang).
+    """
+    initiatives = _load_active_initiatives(ctx, limit=max_initiatives)
+
+    attention: list[dict[str, Any]] = []
+    next_work: list[dict[str, Any]] = []
+    agent_slots: list[dict[str, Any]] = []
+    proposals_summary: list[dict[str, Any]] = []
+    attention_by_initiative: dict[str, list[dict[str, Any]]] = {}
+    agent_slots_by_initiative: dict[str, list[dict[str, Any]]] = {}
+
+    for initiative in initiatives:
+        initiative_id = str(initiative["id"])
+        initiative_title = initiative.get("title") or "Vorhaben"
+        portfolio_rank = initiative.get("portfolio_rank")
+
+        evaluation = evaluate_steering(
+            ctx,
+            initiative_id=initiative_id,
+            next_work_limit=next_work_per_initiative,
+            attention_limit=attention_per_initiative,
+        )
+
+        initiative_attention: list[dict[str, Any]] = []
+        for item in evaluation.attention:
+            enriched = _enrich_item(
+                item,
+                initiative_id=initiative_id,
+                initiative_title=initiative_title,
+                portfolio_rank=portfolio_rank,
+            )
+            initiative_attention.append(enriched)
+            attention.append(enriched)
+
+        attention_by_initiative[initiative_id] = initiative_attention
+
+        for item in evaluation.next_work:
+            next_work.append(
+                _enrich_item(
+                    item,
+                    initiative_id=initiative_id,
+                    initiative_title=initiative_title,
+                    portfolio_rank=portfolio_rank,
+                )
+            )
+
+        initiative_slots: list[dict[str, Any]] = []
+        for slot in evaluation.agent_slots:
+            enriched = _enrich_item(
+                slot,
+                initiative_id=initiative_id,
+                initiative_title=initiative_title,
+                portfolio_rank=portfolio_rank,
+            )
+            initiative_slots.append(enriched)
+            agent_slots.append(enriched)
+        agent_slots_by_initiative[initiative_id] = initiative_slots
+
+        proposal_counts = {
+            key: len(value) if isinstance(value, list) else 0
+            for key, value in (evaluation.proposals or {}).items()
+        }
+        if any(proposal_counts.values()):
+            proposals_summary.append(
+                {
+                    "initiative_id": initiative_id,
+                    "initiative_title": initiative_title,
+                    "portfolio_rank": portfolio_rank,
+                    "counts": proposal_counts,
+                    "total": sum(proposal_counts.values()),
+                }
+            )
+
+    attention = _sort_attention(attention)[:total_attention]
+    next_work = _sort_next_work(next_work)[:total_next_work]
+    agent_slots = sorted(
+        agent_slots,
+        key=lambda slot: (
+            {"high": 0, "normal": 1, "low": 2}.get(slot.get("priority", "normal"), 9),
+            _portfolio_rank_key(slot.get("portfolio_rank")),
+        ),
+    )[:total_agent_slots]
+
+    proposals_summary.sort(
+        key=lambda row: (
+            -row.get("total", 0),
+            _portfolio_rank_key(row.get("portfolio_rank")),
+        )
+    )
+
+    return {
+        "data_source": "steering_kernel_portfolio_v0.1",
+        "initiative_count": len(initiatives),
+        "attention": attention,
+        "attention_by_initiative": attention_by_initiative,
+        "next_work": next_work,
+        "proposals_summary": proposals_summary,
+        "agent_slots": agent_slots,
+        "agent_slots_by_initiative": agent_slots_by_initiative,
+    }

backend/tests/test_portfolio_steering_api.py

@@ -0,0 +1,24 @@
+"""Integration tests for portfolio steering API — K-Ext-5."""
+
+from __future__ import annotations
+
+from tests.factories import provision_user_in_tenant
+from tests.test_initiatives_actions import _auth, _create_initiative, _login
+
+
+def test_workspace_steering_aggregates_kernel(client):
+    user = provision_user_in_tenant(tenant_role="member")
+    token = _login(client, user)
+    created = _create_initiative(client, token, title="Portfolio Kernel")
+    initiative_id = created.json()["id"]
+
+    res = client.get("/api/workspace/steering", headers=_auth(token))
+    assert res.status_code == 200
+    body = res.json()
+    assert body["data_source"] == "steering_kernel_portfolio_v0.1"
+    assert body["initiative_count"] >= 1
+    assert isinstance(body["attention"], list)
+    assert isinstance(body["next_work"], list)
+    assert isinstance(body["proposals_summary"], list)
+    assert isinstance(body["agent_slots"], list)
+    assert initiative_id in body["attention_by_initiative"]

backend/tests/test_portfolio_steering_unit.py

@@ -0,0 +1,29 @@
+"""Unit tests for portfolio steering aggregation."""
+
+from __future__ import annotations
+
+from steering.portfolio.aggregate import _sort_attention, _sort_next_work
+
+
+def test_sort_attention_by_severity_then_portfolio_rank():
+    items = [
+        {"severity": "info", "portfolio_rank": 0, "title": "B"},
+        {"severity": "critical", "portfolio_rank": 2, "title": "A"},
+        {"severity": "warning", "portfolio_rank": 1, "title": "C"},
+    ]
+    sorted_items = _sort_attention(items)
+    assert sorted_items[0]["severity"] == "critical"
+    assert sorted_items[1]["severity"] == "warning"
+    assert sorted_items[2]["severity"] == "info"
+
+
+def test_sort_next_work_by_portfolio_rank():
+    items = [
+        {"portfolio_rank": 2, "title": "Late"},
+        {"portfolio_rank": 0, "title": "First"},
+        {"portfolio_rank": None, "title": "Unranked"},
+    ]
+    sorted_items = _sort_next_work(items)
+    assert sorted_items[0]["title"] == "First"
+    assert sorted_items[1]["title"] == "Late"
+    assert sorted_items[2]["title"] == "Unranked"

docs/architecture/ADP_Steering_Kernel_Extension_Model_v0.1.md

@@ -231,7 +231,7 @@ class AgentSlotProvider:
 | **K-Ext-2** | `attention/contributors/registry.py`; inline-Attention refactoren | ✓ AP2.2j |
 | **K-Ext-3** | `proposals/registry.py` + `SteeringEvaluation.proposals` | ✓ AP2.2i (P6) |
 | **K-Ext-4** | `agent_slots/registry.py` + Operating Context Feld `agent_slots` | P8 Reviews; Principle Gate für KI | ✓ |
-| **K-Ext-5** | Portfolio-Ebene: Workspace aggregiert Attention/Proposals über Initiativen | Program Director multi-initiative |
+| **K-Ext-5** | Portfolio-Ebene: Workspace aggregiert Attention/Proposals über Initiativen | Program Director multi-initiative | ✓ |
 
 **Reihenfolge-Empfehlung:** K-Ext-1 → K-Ext-2 (technische Schuld aus P4 abbauen) → K-Ext-3 (P6) → P5 Tasks parallel möglich → K-Ext-4 (P8).
 

docs/product/Kairo_Implementation_Truth_Table_v0.1.md

@@ -228,8 +228,8 @@ Details: `Kairo_Status_Review_and_Next_Steps_v0.1.md` §2.1
 |----|-----------|
 | AP2.3/4 | ✓ Plugin-Architektur + Element-Registry (2026-07-25) |
 | AP2.2a | Starter-Kits ◐→✓ |
-| ADP Backlog/Epic | P1–P4 ✓ · P5 Tasks ✓ · P6 Sprint-Vorschlag ✓ · P7 Tech Debt ✓ · P8 Agent-Slots ✓ · K-Ext-1/2/3/4 ✓ |
-| Steering Kernel Proposals | ◐ | sprint_commit · gate_next_actions · intake_triage (Kernel v0.3) |
+| ADP Backlog/Epic | P1–P8 ✓ · K-Ext-1/2/3/4/5 ✓ |
+| Steering Kernel Proposals | ✓ | sprint_commit · gate_next_actions · intake_triage (Kernel v0.4) |
 | AP2.2b–e | Referenz-Archetypen End-to-End ◐→✓ |
 | AP2.1 | MVP-Abnahfe ✗→✓ |
 | AP1.7b | Op-API Parität |

frontend/src/api/workspace.js

@@ -30,3 +30,7 @@ export function reorderPortfolio(initiativeIds) {
     body: JSON.stringify({ initiative_ids: initiativeIds }),
   })
 }
+
+export function getPortfolioSteering(limit = 30) {
+  return apiFetch(`/api/workspace/steering?limit=${limit}`)
+}

frontend/src/styles/components.css

@@ -1308,6 +1308,11 @@
   font-weight: 500;
 }
 
+.initiative-portfolio-card-meta {
+  margin: 0.5rem 0 0;
+  font-size: 0.8125rem;
+}
+
 .initiative-journey-lead {
   margin-bottom: 1rem;
 }

frontend/src/widgets/InitiativePortfolioWidget.jsx

@@ -4,7 +4,7 @@ import { getAttentionItems } from '../api/attention.js'
 import { listInitiatives } from '../api/initiatives.js'
 import { groupAttentionByInitiative } from '../utils/attentionSignals.js'
 import { InitiativePortfolioSignalChips } from '../components/InitiativePortfolioSignalChips.jsx'
-import { reorderPortfolio } from '../api/workspace.js'
+import { getPortfolioSteering, reorderPortfolio } from '../api/workspace.js'
 import { StatusBadge } from '../components/StatusBadge.jsx'
 import { PriorityBadge } from '../components/PriorityBadge.jsx'
 import { EmptyState } from '../components/EmptyState.jsx'
@@ -24,6 +24,8 @@ export function InitiativePortfolioWidget() {
   const canManage = hasCapability('kairo.initiative.manage')
   const [initiatives, setInitiatives] = useState([])
   const [attentionByInitiative, setAttentionByInitiative] = useState({})
+  const [proposalsByInitiative, setProposalsByInitiative] = useState({})
+  const [agentSlotsByInitiative, setAgentSlotsByInitiative] = useState({})
   const [loading, setLoading] = useState(true)
   const [busy, setBusy] = useState(false)
   const [error, setError] = useState(null)
@@ -32,12 +34,25 @@ export function InitiativePortfolioWidget() {
     setLoading(true)
     setError(null)
     try {
-      const [data, attention] = await Promise.all([
+      const [data, steering] = await Promise.all([
         listInitiatives(),
-        getAttentionItems().catch(() => []),
+        getPortfolioSteering().catch(() => null),
       ])
       setInitiatives(Array.isArray(data) ? data : [])
-      setAttentionByInitiative(groupAttentionByInitiative(attention))
+      if (steering?.attention_by_initiative) {
+        setAttentionByInitiative(steering.attention_by_initiative)
+        setProposalsByInitiative(
+          Object.fromEntries(
+            (steering.proposals_summary || []).map((row) => [row.initiative_id, row]),
+          ),
+        )
+        setAgentSlotsByInitiative(steering.agent_slots_by_initiative || {})
+      } else {
+        const attention = await getAttentionItems().catch(() => [])
+        setAttentionByInitiative(groupAttentionByInitiative(attention))
+        setProposalsByInitiative({})
+        setAgentSlotsByInitiative({})
+      }
     } catch (err) {
       setError(err.message)
     } finally {
@@ -98,6 +113,8 @@ export function InitiativePortfolioWidget() {
         <div className="initiative-portfolio-grid">
           {sortedInitiatives.map((item, index) => {
             const rankLabel = formatPortfolioRank(item.portfolio_rank ?? index)
+            const proposalRow = proposalsByInitiative[item.id]
+            const slotCount = (agentSlotsByInitiative[item.id] || []).length
             return (
               <article key={item.id} className="initiative-portfolio-card card">
                 {canManage && (
@@ -137,6 +154,17 @@ export function InitiativePortfolioWidget() {
                   <InitiativePortfolioSignalChips
                     signals={attentionByInitiative[item.id] || []}
                   />
+                  {(proposalRow?.total > 0 || slotCount > 0) && (
+                    <p className="initiative-portfolio-card-meta muted">
+                      {proposalRow?.total > 0 && (
+                        <span>{proposalRow.total} Steuerungsvorschlag{proposalRow.total === 1 ? '' : 'e'}</span>
+                      )}
+                      {proposalRow?.total > 0 && slotCount > 0 && ' · '}
+                      {slotCount > 0 && (
+                        <span>{slotCount} Agent-Slot{slotCount === 1 ? '' : 's'}</span>
+                      )}
+                    </p>
+                  )}
                 </Link>
               </article>
             )