feat: schedule init --engagement for customer bootstrap presets
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Add --engagement, --agents, and --bootstrap-cadence flags to scaffold hourly/daily/weekly engagement schedules. Hourly bootstrap keeps cadence: daily with hourly cron overrides per coulomb-loop ADR-003. Document activity-core requirements in activity-core-handoff-engagement.md. Closes KAIZEN-WP-0008 T02 and T04.
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docs/integrations/activity-core-handoff-engagement.md
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docs/integrations/activity-core-handoff-engagement.md
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# activity-core Handoff — Customer Engagement Bootstrap (WP-0008)
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Coordination requirements for **activity-core** to support coulomb-loop-style
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customer engagements after kaizen-agentic ships `schedule init --engagement` and
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`metrics record --emit-event`.
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Open as an activity-core issue titled *"Engagement bootstrap: event-payload +
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bootstrap cadence alignment"*.
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## Supplier capabilities (kaizen-agentic — done)
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- [x] `schedule init --engagement <slug> --agents coach,optimization --bootstrap-cadence hourly`
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- [x] `metrics record --emit-event` → `activity.kaizen.metrics.recorded`
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- [x] Resolver contract: [discover-kaizen-scheduled-repos.md](discover-kaizen-scheduled-repos.md)
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## activity-core requirements
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### R1 — `event-payload` context resolver (blocks LOOP-WP-0002 event path)
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**Problem:** Event-triggered definitions bind `context.metrics` via
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`type: event-payload`, but `resolve_context` treats unknown types as `{}`.
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**Requirement:** Register a resolver (or inline handler) that, when
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`event_envelope_json` is present, binds `EventEnvelope.attributes` to the
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`bind_to` key (stripping `context.` prefix).
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```yaml
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context_sources:
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- type: event-payload
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bind_to: context.metrics
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```
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Expected snapshot after resolve:
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```python
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{"metrics": {"agent": "coach", "project": "kaizen-agentic", "summary": {...}}}
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```
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**Acceptance:** Manual NATS publish of a [kaizen-metrics-recorded-event](kaizen-metrics-recorded-event.md)
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envelope triggers `low-success-rate-review` and evaluates
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`context.metrics.summary.success_rate` without binding `{}`.
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### R2 — Bootstrap cadence enum vs cron (blocks mis-tuned filters)
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**Problem:** Engagement bootstrap writes **hourly cron** expressions but keeps
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`cadence: daily` in `.kaizen/schedule.yml` (coulomb-loop ADR-003 convention).
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Customer ActivityDefinitions filter `discover_kaizen_scheduled_repos` with
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`cadence: daily`.
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**Requirement:** Do **not** require `cadence: hourly` in schedule.yml (invalid
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in ADR-005 schema). Continue matching on the `cadence` enum field; rely on
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per-repo `cron` overrides for hourly firing.
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**Acceptance:** Resolver with `cadence: daily` returns pilot repos whose
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`schedule.yml` contains `cron: "15 * * * *"` / `"30 * * * *"`.
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### R3 — ActivityDefinition cron alignment
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Customer coulomb definitions offset from repo schedule crons:
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| Definition | activity-core cron | Repo schedule cron |
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|------------|-------------------|-------------------|
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| hourly-metrics-optimize | `0 * * * *` | (metrics path; no schedule) |
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| hourly-coach-orientation | `15 * * * *` | coach `15 * * * *` |
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| hourly-optimization-review | `30 * * * *` | optimization `30 * * * *` |
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**Requirement:** Keep definition crons and repo schedule crons in sync during
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bootstrap. Document in customer handoff that `schedule init --engagement`
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presets must match enabled ActivityDefinition offsets.
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### R4 — Event router registration
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**Requirement:** Ensure `kaizen.metrics.recorded` is an allowed event type in
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`event_type_registry` (if registry is enforced on publish path).
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**Acceptance:** Event router dispatches to enabled `low-success-rate-review`
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definitions when envelope `type` matches.
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### R5 — Engagement roster path (optional v1.1)
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Customer rosters live in the engagement repo (e.g.
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`coulomb-loop/loops/kaizen-stack/roster.yaml`), not in target repos.
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**Suggestion:** Support optional resolver param `engagement_slug` that looks up
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roster path from a hub field or env `KAIZEN_ENGAGEMENT_ROSTER` so definitions
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need not hard-code absolute paths.
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## Smoke sequence (end-to-end)
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```bash
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# Target repo (supplier runs on pilot)
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kaizen-agentic schedule init --engagement coulomb-loop \
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--agents coach,optimization --bootstrap-cadence hourly --force
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kaizen-agentic schedule validate
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kaizen-agentic memory init coach && kaizen-agentic memory init optimization
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# Record + emit (requires nats-py)
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kaizen-agentic metrics record coach --success --time 60 --quality 0.9 --emit-event
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# activity-core
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# 1. Resolver dry-run: discover_kaizen_scheduled_repos + cadence=daily → 6 runs
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# 2. Event dry-run: publish sample envelope → low-success-rate-review tasks
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```
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## Related
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- [customer engagement playbook](customer-engagement-playbook.md) (supplier)
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- coulomb-loop `docs/integrations/activity-core-handoff.md` (customer)
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- [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)
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docs/integrations/customer-engagement-playbook.md
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docs/integrations/customer-engagement-playbook.md
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# Customer Engagement Playbook (supplier)
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How kaizen-agentic supports a **customer engagement repo** (e.g. coulomb-loop)
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that orchestrates improvement loops across a pilot roster.
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## Roles
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| Repo | Role |
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|------|------|
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| Customer (coulomb-loop) | Roster, ActivityDefinition copies, cadence policy, loop health |
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| Supplier (kaizen-agentic) | Agents, CLI, integration contracts |
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| Target repos | `.kaizen/` state (schedule, memory, metrics) |
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| activity-core | Cron + event orchestration, task creation |
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## Bootstrap checklist
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### 1. Customer repo
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- Register engagement in state-hub
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- Commit pilot roster (`loops/kaizen-stack/roster.yaml`)
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- Copy ActivityDefinitions to `activity-definitions/`
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- Enable definitions incrementally (metrics → coach → optimization)
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### 2. Target repos (per pilot)
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```bash
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kaizen-agentic schedule init --engagement <customer-slug> \
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--agents coach,optimization --bootstrap-cadence hourly
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kaizen-agentic schedule validate
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kaizen-agentic memory init coach
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kaizen-agentic memory init optimization
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```
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Hourly bootstrap writes `cadence: daily` with hourly `cron` overrides — see
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[activity-core-handoff-engagement.md](activity-core-handoff-engagement.md) R2.
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### 3. Session close (each agent run)
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```bash
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kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1>
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kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1> --emit-event
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```
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### 4. activity-core
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Hand off [activity-core-handoff-engagement.md](activity-core-handoff-engagement.md)
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requirements before enabling event-driven quality escalation.
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## Cadence promotion
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Customer regulator (LOOP-WP-0004) approves promotion. Re-init or patch schedules:
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```bash
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# Stabilize phase
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kaizen-agentic schedule init --engagement <slug> \
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--bootstrap-cadence daily --force
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# Operate phase
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kaizen-agentic schedule init --engagement <slug> \
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--bootstrap-cadence weekly --force
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```
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## Related
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- [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)
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- coulomb-loop `INTENT.md` and `workplans/LOOP-WP-*`
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@@ -70,11 +70,18 @@ the distribution) may appear in a schedule.
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kaizen-agentic schedule init # defaults: coach + optimization weekly
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kaizen-agentic schedule init --timezone UTC # override timezone
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kaizen-agentic schedule init --force # overwrite existing
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kaizen-agentic schedule init --engagement coulomb-loop \
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--agents coach,optimization --bootstrap-cadence hourly
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```
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The default scaffold enables `coach` and `optimization` weekly and declares
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`tdd-workflow` monthly but **disabled** (operator opts in deliberately).
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**Engagement bootstrap** (`--engagement`) writes customer-loop presets: hourly
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bootstrap uses `cadence: daily` with hourly `cron` overrides (coach `:15`,
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optimization `:30`). See
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[customer-engagement-playbook.md](customer-engagement-playbook.md).
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## Listing
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```bash
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