feat: complete KAIZEN-WP-0008 customer engagement supplier deliverables
Some checks failed
ci / test (push) Has been cancelled
Some checks failed
ci / test (push) Has been cancelled
Add repo layout doc, ADR-006 convention, playbook v1 with supplier-notes, override manifest design, and wiki integration. Mark workplan done (10/10).
This commit is contained in:
@@ -1,14 +1,16 @@
|
||||
# Customer Engagement Playbook (supplier)
|
||||
# Customer Engagement Playbook v1 (supplier)
|
||||
|
||||
How kaizen-agentic supports a **customer engagement repo** (e.g. coulomb-loop)
|
||||
that orchestrates improvement loops across a pilot roster.
|
||||
How kaizen-agentic supports a **customer engagement repo** (reference:
|
||||
[coulomb-loop](https://gitea.example/coulomb/coulomb-loop)). Second engagements
|
||||
should copy [customer-engagement-repo-layout.md](customer-engagement-repo-layout.md)
|
||||
and complete the checklist in one session.
|
||||
|
||||
## Roles
|
||||
|
||||
| Repo | Role |
|
||||
|------|------|
|
||||
| Customer (coulomb-loop) | Roster, ActivityDefinition copies, cadence policy, loop health |
|
||||
| Supplier (kaizen-agentic) | Agents, CLI, integration contracts |
|
||||
| Supplier (kaizen-agentic) | Agents, CLI, integration contracts, this playbook |
|
||||
| Target repos | `.kaizen/` state (schedule, memory, metrics) |
|
||||
| activity-core | Cron + event orchestration, task creation |
|
||||
|
||||
@@ -16,10 +18,12 @@ that orchestrates improvement loops across a pilot roster.
|
||||
|
||||
### 1. Customer repo
|
||||
|
||||
- Register engagement in state-hub
|
||||
- Commit pilot roster (`loops/kaizen-stack/roster.yaml`)
|
||||
- Copy ActivityDefinitions to `activity-definitions/`
|
||||
- Enable definitions incrementally (metrics → coach → optimization)
|
||||
- Register engagement in state-hub (`register_project.sh`)
|
||||
- Write `INTENT.md`, `SCOPE.md`, LOOP-WP-0000–0004 workplans
|
||||
- Accept ADRs and DEC-* decisions; run `fix-consistency REPO=<customer>`
|
||||
- Copy ActivityDefinitions to `activity-definitions/` (DEC-003 option A)
|
||||
- Register reuse-surface capability (LOOP-WP-0000 T08)
|
||||
- Enable definitions incrementally: metrics → coach → optimization
|
||||
|
||||
### 2. Target repos (per pilot)
|
||||
|
||||
@@ -31,7 +35,7 @@ kaizen-agentic memory init coach
|
||||
kaizen-agentic memory init optimization
|
||||
```
|
||||
|
||||
Hourly bootstrap writes `cadence: daily` with hourly `cron` overrides — see
|
||||
Hourly bootstrap uses `cadence: daily` with hourly `cron` overrides — see
|
||||
[activity-core-handoff-engagement.md](activity-core-handoff-engagement.md) R2.
|
||||
|
||||
### 3. Session close (each agent run)
|
||||
@@ -41,26 +45,40 @@ kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1>
|
||||
kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1> --emit-event
|
||||
```
|
||||
|
||||
Requires `pip install 'kaizen-agentic[events]'` for `--emit-event`.
|
||||
|
||||
### 4. activity-core
|
||||
|
||||
Hand off [activity-core-handoff-engagement.md](activity-core-handoff-engagement.md)
|
||||
requirements before enabling event-driven quality escalation.
|
||||
- Sync definitions from customer `activity-definitions/`
|
||||
- Implement handoff requirements in [activity-core-handoff-engagement.md](activity-core-handoff-engagement.md)
|
||||
- Manual trigger smoke before enabling hourly crons
|
||||
|
||||
## Lessons from coulomb-loop (supplier-notes absorbed)
|
||||
|
||||
| Observation | Resolution (shipped) |
|
||||
|-------------|----------------------|
|
||||
| `schedule init` weekly defaults unsuitable for bootstrap | `schedule init --engagement --bootstrap-cadence hourly` (KAIZEN-WP-0008 T04) |
|
||||
| No metrics event for LOOP-WP-0002 | `metrics record --emit-event` (T03) |
|
||||
| `metrics optimize` with 0 records confusing during bootstrap | Expected — document in bootstrap log; optimizer needs ≥10 records for recommendations |
|
||||
| ActivityDefinition drift from supplier templates | Customer copies (DEC-003 A); hybrid manifest design for v2 ([override manifest](activity-definition-override-manifest.md)) |
|
||||
| Rotation saturation signals | Future: `metrics rotation-signals` CLI (ADR-004 follow-on) |
|
||||
|
||||
## Cadence promotion
|
||||
|
||||
Customer regulator (LOOP-WP-0004) approves promotion. Re-init or patch schedules:
|
||||
Customer regulator (LOOP-WP-0004) approves promotion. Re-init schedules:
|
||||
|
||||
```bash
|
||||
# Stabilize phase
|
||||
kaizen-agentic schedule init --engagement <slug> \
|
||||
--bootstrap-cadence daily --force
|
||||
|
||||
# Operate phase
|
||||
kaizen-agentic schedule init --engagement <slug> \
|
||||
--bootstrap-cadence weekly --force
|
||||
kaizen-agentic schedule init --engagement <slug> --bootstrap-cadence daily --force
|
||||
kaizen-agentic schedule init --engagement <slug> --bootstrap-cadence weekly --force
|
||||
```
|
||||
|
||||
## Reference implementation
|
||||
|
||||
- Customer: [coulomb-loop INTENT](https://gitea.example/coulomb/coulomb-loop/blob/main/INTENT.md)
|
||||
- Supplier workplan: [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)
|
||||
- Convention: [ADR-006](../adr/ADR-006-customer-engagement-convention.md)
|
||||
|
||||
## Related
|
||||
|
||||
- [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)
|
||||
- coulomb-loop `INTENT.md` and `workplans/LOOP-WP-*`
|
||||
- [INTEGRATION_PATTERNS.md](../INTEGRATION_PATTERNS.md) Pattern 2
|
||||
- [activity-core-handoff-wp0006.md](activity-core-handoff-wp0006.md)
|
||||
|
||||
Reference in New Issue
Block a user