chore: revive portfolio analyst workflow

[mnkiefer]

Revives the portfolio-analyst scheduled workflow that turns 30 days of OpenTelemetry AIC telemetry into a portfolio-style spend map and publishes it as a weekly GitHub Discussion.

What

Adds .github/workflows/portfolio-analyst.md — a weekly agentic workflow (tracker-id: portfolio-analyst) that:

• Queries Sentry spans and Grafana Tempo traces for the last 30 days of AIC telemetry
• Computes per-workflow summaries: run count, AIC spend, success/failure/cancelled rates, action minutes, turns, and 7-day deltas
• Generates four seaborn PNG charts: Portfolio Spend Map (bubble), Top Workflow Spenders (horizontal bar, health-coded), Daily Portfolio Trend (time-series + 7-day MA), and Outcome Mix (donut)
• Publishes a [portfolio] Workflow AIC Portfolio - YYYY-MM-DD GitHub Discussion in the audits category with executive summary, spend table, trend analysis, heavy hitters, rapid risers, and optimization recommendations

Why

Without a regular spend view, high-AIC or reliability-degraded workflows go unnoticed until they become expensive. This workflow closes that gap by delivering a structured weekly portfolio analysis directly into Discussions, making cost trends and reliability problems visible to the whole team without manual querying.

How

Schedule: cron: "0 16 * * 1" (every Monday 16:00 UTC) + workflow_dispatch for on-demand runs.

Engine: claude with strict: true.

MCP imports:

• shared/mcp/sentry.md — primary span/trace source
• shared/mcp/grafana.md — Grafana Tempo trace source
• shared/python-dataviz.md — chart generation environment
• shared/trends.md — delta/trend computation helpers

Network: defaults + python (for seaborn/matplotlib chart rendering).

Phases:

1. Build dataset — Python script normalises Sentry + Grafana data into CSV/JSON, computes per-workflow metrics and 7-day comparisons; falls back to local artifacts if telemetry is unavailable.
2. Generate charts — four seaborn PNGs written to the Python workspace.
3. Upload charts — upload_asset safe-output (max 5, image types only).
4. Publish discussion — create-discussion safe-output with title-prefix: "[portfolio] ", close-older-discussions: true, expires: 7d.

Permissions: contents: read, actions: read, issues: read, pull-requests: read — no write permissions beyond safe-outputs.

Timeout: 30 minutes.

Verification

• make recompile passes and the generated .lock.yml is committed alongside the source .md
• make agent-report-progress passes (lint + compile checks)
• Triggered manually via workflow_dispatch and confirmed the Discussion is created under the audits category with the [portfolio] title prefix
• Confirmed that a second workflow_dispatch run closes the previous Discussion and opens a new one (verifying close-older-discussions: true)
• Charts (all four PNGs) appear as assets attached to the Discussion

Checklist

• Workflow source file added under .github/workflows/
• Compiled .lock.yml committed
• No secrets or credentials embedded in workflow source
• Safe-outputs used for all external writes (no direct gh Discussion/asset calls in prompt)
• tracker-id set (portfolio-analyst)
• Timeout bounded (30 minutes)
• Permissions follow least-privilege (read-only, no contents: write)

---

Notes on the commit log: Three of the four commits are Potential fix for pull request finding — these are authoring-time housekeeping commits (iterative debugging of PR linkage) and carry no user-facing significance; they are omitted from the description above.

Generated by PR Description Updater for issue #39450 · 141 AIC · ⌖ 13.9 AIC · ⊞ 19.9K · ◷

[Copilot]

Pull request overview

Reintroduces the “Workflow Portfolio Analyst” agentic workflow to produce a weekly, discussion-based portfolio report mapping AI Credit (AIC) spend per workflow using OpenTelemetry-backed telemetry (Sentry/Grafana), including charts and 30-day trend analysis.

Changes:

• Added a new portfolio analyst workflow spec (.md) describing dataset construction, chart generation, asset upload, and discussion publishing.
• Added the corresponding compiled workflow lock file (.lock.yml) to run the workflow on a weekly schedule and via manual dispatch.

Show a summary per file

File	Description
.github/workflows/portfolio-analyst.md	New portfolio analyst workflow spec/prompt defining telemetry queries, aggregation rules, chart requirements, and discussion format/guardrails.
.github/workflows/portfolio-analyst.lock.yml	Generated compiled workflow implementing the schedule/dispatch triggers, environment setup, MCP gateway, and safe-outputs publishing.

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• Files reviewed: 1/2 changed files
• Comments generated: 3

[github-actions]

✅ smoke-ci: safeoutputs CLI comment + comment-memory run (27573992522)

Generated by 🧪 Smoke CI for issue #39450 · ◷

[github-actions]

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