portfolio-manager

name	portfolio-manager
description	Multi-project portfolio management — registry, state aggregation, dependencies, agent allocation
triggers	["portfolio","project","multi-project","dashboard","cross-project"]
token_cost	medium
summary	Multi-project dashboard reading each project's STATE.md and ROADMAP.md. Shows cross-project dependencies, health status, and Studio Producer insights. Use for /legion:portfolio.

Portfolio Manager

Core skill for multi-project portfolio management. Defines the global portfolio registry format, CRUD operations, state aggregation, cross-project dependency tracking, and agent allocation visibility.

References:

• State File Locations from workflow-common.md (portfolio path at {adapter.global_config_dir}/portfolio.md)
• State Update Pattern from workflow-common.md (Read -> Update -> Write)
• Agent Registry from agent-registry.md (agent metadata for allocation tracking)
• Execution Tracker Section 5 from execution-tracker.md (progress calculation formula)

---

Section 1: Portfolio Registry Format

The global portfolio registry lives at {adapter.global_config_dir}/portfolio.md — outside any project directory, accessible from any working directory.

# Legion Portfolio

## Projects

### {project-name}
- **Path**: {absolute-path-to-project-root}
- **Status**: {Active | Paused | Complete | Stale}
- **Registered**: {YYYY-MM-DD}
- **Description**: {one-line description from PROJECT.md}

### {another-project}
- **Path**: {absolute-path}
- **Status**: Active
- **Registered**: {YYYY-MM-DD}
- **Description**: {one-line description}

## Cross-Project Dependencies

| ID | From | To | Type | Status | Notes |
|----|------|----|------|--------|-------|
| DEP-01 | {project-a}:Phase {N} | {project-b}:Phase {M} | blocks | Active | {why} |

## Metadata
- **Last Updated**: {YYYY-MM-DD}
- **Total Projects**: {count}
- **Active Projects**: {count}

Registry Rules

• Each project has a unique heading (### {project-name}) — the name from its PROJECT.md
• If two projects have the same name, append the directory basename in parentheses: ### My App (my-app-v2)
• Status meanings:
  • Active: Project directory exists and has valid .planning/ state
  • Paused: User manually marked as paused
  • Complete: All phases complete in ROADMAP.md
  • Stale: Project directory not found at registered path
• Dependencies use {project-name}:Phase {N} notation
• Dependency types:
  • blocks — hard dependency, the target phase cannot proceed until the source phase completes
  • informs — soft dependency, the source phase output is useful but not required
• The registry file is created automatically on first project registration

---

Section 2: Registry Operations

Instructions for commands to follow when managing the portfolio registry. These are procedural descriptions, not function signatures.

Register Project

1. Read {adapter.global_config_dir}/portfolio.md
   - If file doesn't exist: create {adapter.global_config_dir} directory and initialize with empty structure:
     # Legion Portfolio
     ## Projects
     ## Cross-Project Dependencies
     | ID | From | To | Type | Status | Notes |
     |----|------|----|------|--------|-------|
     ## Metadata
     - **Last Updated**: {today}
     - **Total Projects**: 0
     - **Active Projects**: 0

2. Read the current project's .planning/PROJECT.md
   - Extract project name from the first "# {name}" heading
   - Extract one-line description from the "## What This Is" or first paragraph

3. Get the absolute path of the current working directory

4. Check if this project is already registered (match by Path field):
   - If already registered: update name and description if changed, log "Project already in portfolio"
   - If not registered: add a new ### {project-name} entry under ## Projects:
     ### {project-name}
     - **Path**: {absolute-path}
     - **Status**: Active
     - **Registered**: {today}
     - **Description**: {one-line description}

5. Update the Metadata section:
   - Last Updated: {today}
   - Total Projects: count all ### headings under ## Projects
   - Active Projects: count entries where Status is Active

6. Write the updated {adapter.global_config_dir}/portfolio.md

Unregister Project

1. Read {adapter.global_config_dir}/portfolio.md
   - If not found: display "No portfolio registry found. Nothing to unregister."

2. Find the project entry matching the current working directory path
   - Or match by a specified project name if provided

3. Remove the entire ### {project-name} section (heading through last bullet)

4. Remove any rows in the Cross-Project Dependencies table that reference this project

5. Update Metadata section (counts and Last Updated)

6. Write the updated {adapter.global_config_dir}/portfolio.md

List Projects (for dashboard assembly)

1. Read {adapter.global_config_dir}/portfolio.md
   - If not found: return empty list

2. Parse each ### {project-name} section under ## Projects

3. For each registered project:
   a. Extract Path from the "**Path**:" field
   b. Check if the directory exists (filesystem check: test -d "{path}")
   c. If directory exists:
      - Read {path}/.planning/STATE.md — extract:
        - Current phase number and total (from "Phase: N of M")
        - Status text (from "Status:" field)
        - Last activity date and description (from "Last Activity:" field)
        - Next action text (from "Next Action:" field)
      - Read {path}/.planning/ROADMAP.md — extract:
        - Phase list with completion status
        - Progress table: plans completed vs total per phase
        - Calculate overall completion % using execution-tracker Section 5 formula
      - Assess health using Section 3 rules
   d. If directory doesn't exist:
      - Mark project status as Stale in the registry
      - Set health to Red
      - Note: "Project directory not found at {path}"

4. Return the assembled project list with live state

---

Section 3: State Aggregation

How to read and aggregate cross-project state for the portfolio dashboard.

Per-Project State Extraction (from STATE.md)

• Current phase number and total phases
• Status text (e.g., "Phase 5 executing — Plan 05-01 complete")
• Last activity date and description
• Next action text

Per-Project Progress Extraction (from ROADMAP.md)

• Phase list with completion status (checkmarks in the Phases section)
• Plans completed vs total (from the Progress table)
• Overall progress percentage — use execution-tracker Section 5 formula:
  • Sum all "Plans" values = total_plans
  • Sum all "Completed" values = completed_plans
  • Percentage = floor((completed_plans / total_plans) * 100)

Health Assessment Rules

Assess each project's health based on its state:

• Green [OK]: Phase on track, no blockers in STATE.md, progress advancing
  • Criteria: last activity within 7 days, no "escalated"/"failed"/"blocked" in Status
• Yellow [!!]: At risk — activity stale or issues present
  • Criteria: STATE.md Status mentions "escalated", "failed", or "blocked"; OR no activity in 7+ days
• Red [XX]: Blocking — project missing or persistent issues
  • Criteria: project directory missing (Stale); OR STATE.md has unresolved blockers for 3+ phases

Aggregated Portfolio Metrics

Compute these from the assembled project list:

• Total projects: count of Active entries
• Overall progress: average completion % across active projects
• Projects at risk: count of Yellow + Red health assessments
• Dependency health: count of blocking dependencies vs total dependencies

---

Section 4: Cross-Project Dependencies

Operations for managing dependencies between projects in the portfolio.

Add Dependency

1. Read {adapter.global_config_dir}/portfolio.md

2. Validate both projects exist in the registry
   - If either project is not found: report error and abort

3. Assign the next DEP-{NN} ID
   - Scan existing IDs, find the highest number, increment by 1
   - If no existing dependencies: start at DEP-01

4. Add a new row to the Cross-Project Dependencies table:
   | DEP-{NN} | {source-project}:Phase {N} | {target-project}:Phase {M} | {type} | Active | {notes} |

5. Write the updated {adapter.global_config_dir}/portfolio.md

Remove Dependency

1. Read {adapter.global_config_dir}/portfolio.md

2. Find the dependency row by ID (e.g., DEP-03) or by from/to match

3. Remove the row from the Cross-Project Dependencies table

4. Write the updated {adapter.global_config_dir}/portfolio.md

Check Dependencies

1. Read {adapter.global_config_dir}/portfolio.md
   - Parse the Cross-Project Dependencies table

2. For each active dependency:
   a. Read the "From" project's ROADMAP.md at the registered path
   b. Find the referenced phase in the Phases section
   c. Check if the phase is marked complete (has [x] prefix)
   d. If complete: dependency status = "Resolved"
   e. If not complete: dependency status = "Blocking"
   f. Impact text: "{To project} Phase {M} is waiting on {From project} Phase {N}"

3. Return list of dependencies with current status and impact assessment

Dependency Notation

Dependencies use {project-name}:Phase {N} format:

• My App:Phase 3 — refers to Phase 3 of the "My App" project
• The project name must match a ### heading in the registry
• The phase number must exist in the referenced project's ROADMAP.md

---

Section 5: Agent Allocation

Derive agent usage patterns across projects at read-time. Since agents are personality files (not running processes), "allocation" is about visibility into usage patterns, not resource locking. Any project can use any agent at any time.

Scan Agent Assignments

1. For each registered active project:
   a. Read all directories under {path}/.planning/phases/
   b. Primary source: Read CONTEXT.md files in each phase directory
      - These contain explicit agent recommendations per phase
      - Look for agent ID references (e.g., "engineering-senior-developer", "testing-qa-verification-specialist")
   c. Secondary source: Scan plan body text and SUMMARY.md files
      - Search for agent ID patterns matching {division}-{role} format
   d. Note: YAML frontmatter in plan files does NOT contain agent IDs
      - Do not rely on frontmatter for allocation data

2. Build a map: {agent-id} -> [{project-name}, ...]
   - Each agent ID maps to the list of projects that reference it

Allocation Summary

From the agent usage map, derive:

• Shared agents: agents assigned to 2+ projects
  • Display with division and the list of projects using them
• Division spread: which divisions are active across the portfolio
  • Count how many projects use agents from each division
• Underutilized divisions: divisions with 0 projects using their agents
  • Suggests potential untapped capabilities

Division Reference (canonical: CLAUDE.md § Agent Divisions)

Division counts MUST match the canonical Division Index in CLAUDE.md. Do NOT hardcode counts from any other source — re-derive them at runtime from the agents/ directory so schema drift is impossible.

Canonical counts (mirror of CLAUDE.md — update both in the same commit if either changes):

engineering        — 9 agents
design             — 6 agents
marketing          — 4 agents
product            — 4 agents
project-management — 5 agents
testing            — 6 agents
support            — 4 agents
spatial            — 6 agents   (aka "Spatial Computing")
specialized        — 4 agents
─────────────────────────────
TOTAL              — 48 agents

Runtime derivation (preferred — use this for any Section 5 computation):

grep -h '^division:' agents/*.md | sort | uniq -c

Integrity check: scripts/audit/validate-agent-divisions.sh MUST pass before Section 5 displays Agent Allocation metrics. If the runtime count disagrees with the table above, treat the runtime count as truth and flag the discrepancy — CLAUDE.md and this table are stale.

---

Section 6: Error Handling

How to handle failures and edge cases in portfolio operations.

• Missing PORTFOLIO.md: Create with empty structure on first register operation. For read operations (list, dashboard), return empty results with guidance: "No projects registered. Run /legion:start in a project to add it."

• Missing project directory: Mark the project as Stale in the registry. Do not remove it automatically — the user may want to update the path or the directory may be temporarily unavailable. Display: "Project directory not found at {path}. Status set to Stale."

• Corrupted STATE.md or ROADMAP.md: If a project's state files cannot be parsed, skip that project in aggregation. Report: "Unable to read state for {project-name} — skipping in dashboard."

• Permission errors on ~/.claude/: Report clearly: "Cannot create portfolio registry at {adapter.global_config_dir}. Check directory permissions."

• Name collisions: When two projects have the same name (from their PROJECT.md headings), append the directory basename in parentheses to disambiguate: ### My App (project-v2).

• Empty portfolio: Dashboard shows: "No projects registered. Run /legion:start in a project to add it."

• Stale path recovery: If a project is marked Stale, the user can:

  1. Navigate to the correct project directory and run /legion:start (re-registers with correct path)
  2. Manually edit {adapter.global_config_dir}/portfolio.md to update the Path field