18 Commits
v1.4.0 ... main

Author SHA1 Message Date
32723c6022 Reclassify as tooling (CUST-WP-0050 T02)
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Apply the new 'tooling' category (reusable internal tooling/infrastructure)
from the Repo Classification Standard. First-pass agent classification.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-22 03:06:01 +02:00
9d05ece3f0 Add repo classification (CUST-WP-0050 T02)
First-pass agent classification per the Repo Classification Standard v1.0
(canon-repo-classification); pending human review.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-22 02:44:46 +02:00
5cd5d99198 chore: retire TODO.md in favour of workplans
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Drop the repo-level Todofile; active work lives in workplans/ and State
Hub per ADR-001. Schedule prepare now surfaces workplans/ instead of
TODO.md. Gitignore .kaizen/agents/ and .kaizen/metrics/ runtime state.
2026-06-19 21:10:27 +02:00
0c2df43a2f Add schedule promote for atomic cadence promotion
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Orchestrates cadence.yml, activity-definitions, fleet schedule.yml,
and activity-core sync in one command. Supports --dry-run and
--fleet-only for repairing partial promotions.
2026-06-19 01:57:56 +02:00
c04f4eedc9 Sync custodian brief after hub consistency pass
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2026-06-18 15:15:37 +02:00
e2aa62e597 Close WP-0006 activity-core handoff with resolver smoke evidence
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Update handoff checklist: discover_kaizen_scheduled_repos implemented and live
on coulomb pilot definitions; document remaining weekly-template deferral.
2026-06-18 14:29:45 +02:00
50aa553cea Register kaizen.metrics.recorded event type for activity-core catalog (T03)
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Producer-owned event-types/kaizen.metrics.recorded.md unblocks ACTIVITY-WP-0011
registry gate. Documents schema ownership and sync path for activity-core.
2026-06-18 14:06:05 +02:00
5742e2c334 chore: promote coulomb-loop pilot schedule to daily stabilize phase
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2026-06-18 12:09:25 +02:00
0362c192d4 chore: sync custodian brief after state-hub fix-consistency
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2026-06-18 12:05:15 +02:00
57542dcbc1 chore: close KAIZEN-WP-0008 — fix gitea links and sync brief
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Replace placeholder gitea.example URLs with gitea.coulomb.social in
engagement docs; apply fix-consistency brief writeback.
2026-06-18 11:04:12 +02:00
dda49cd821 feat: complete KAIZEN-WP-0008 customer engagement supplier deliverables
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Add repo layout doc, ADR-006 convention, playbook v1 with supplier-notes,
override manifest design, and wiki integration. Mark workplan done (10/10).
2026-06-18 11:02:09 +02:00
4a8f842a37 chore: align WP-0008 T02 task block and state-hub sync
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Mark playbook skeleton task done in workplan body; fix-consistency
writeback updates hub DB and custodian brief.
2026-06-18 10:54:55 +02:00
c1e2680bc6 chore: sync state-hub brief after WP-0008 T03/T04 completion
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fix-consistency writeback: task status drift resolved in hub DB.
2026-06-18 10:53:49 +02:00
93bf49479b 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.
2026-06-18 08:59:45 +02:00
1641a3165d feat: metrics record --emit-event for kaizen.metrics.recorded
Publish activity-core EventEnvelope payloads to NATS subject
activity.kaizen.metrics.recorded after a successful append.
Optional nats-py via kaizen-agentic[events]; project slug from
KAIZEN_PROJECT_SLUG or directory basename. Skips emit on
idempotency duplicates. Closes KAIZEN-WP-0008 T03.
2026-06-18 08:53:36 +02:00
c5798f58e4 docs: fix supplier ActivityDefinition rule path syntax
Use context.* field paths and {context.*} placeholders to match
activity-core rule evaluator conventions.
2026-06-18 08:11:14 +02:00
7424893758 Mark discover_kaizen_scheduled_repos as implemented in activity-core. 2026-06-18 07:46:46 +02:00
d220bae007 Add coulomb-loop pilot schedule opt-in and supplier engagement workplan.
Commit ADR-005 schedule manifest for hourly bootstrap phase and KAIZEN-WP-0008
to support the coulomb-loop customer engagement.
2026-06-18 04:54:34 +02:00
38 changed files with 2381 additions and 270 deletions

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@@ -2,7 +2,7 @@
# Custodian Brief — kaizen-agentic
**Domain:** custodian
**Last synced:** 2026-06-16 23:04 UTC
**Last synced:** 2026-06-18 13:14 UTC
**State Hub:** http://127.0.0.1:8000 *(adjust if running on a remote machine)*
## Active Workstreams

4
.gitignore vendored
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@@ -45,3 +45,7 @@ htmlcov/
# Backup directories created by optimization scripts
agents_backup_*/
# Project-scoped kaizen runtime state (ADR-002, ADR-004)
.kaizen/agents/
.kaizen/metrics/

15
.kaizen/schedule.yml Normal file
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@@ -0,0 +1,15 @@
# Kaizen scheduled agent execution manifest (ADR-005)
# Engagement: coulomb-loop bootstrap — weekly cadence
# Regulator promotes cadence per customer engagement policy (ADR-003).
# Validate with: kaizen-agentic schedule validate
version: '1'
timezone: Europe/Berlin
agents:
coach:
cadence: weekly
cron: 0 9 * * 1
enabled: true
optimization:
cadence: weekly
cron: 0 10 * * 1
enabled: true

31
.repo-classification.yaml Normal file
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@@ -0,0 +1,31 @@
# Repo classification (Repo Classification Standard v1.0).
# First-pass agent classification (CUST-WP-0050 T02) — pending human review.
repo_classification:
standard: Repo Classification Standard
version: '1.0'
classified_at: '2026-06-22'
classified_by: agent
category: tooling
domain: agents
secondary_domains:
- infotech
capability_tags:
- orchestration
- automation
- coordination
- knowledge
- documentation
business_stake:
- technology
- product
- automation
- people
- intelligence
business_mechanics:
- intention
- coordination
- operation
- adaptation
notes: 'Digital talent-agency framework: agent personas, project memory, improvement loops,
CLI tooling. Primary domain agents (AI-native), infotech secondary.'

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@@ -7,6 +7,22 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
## [Unreleased]
### Removed
- **`TODO.md`** — work tracking uses `workplans/` and State Hub (ADR-001); the
`keepaTodofile` agent remains available for other projects
### Added
- **`metrics record --emit-event`** — publishes `kaizen.metrics.recorded` NATS
envelope for activity-core event-driven definitions (optional `nats-py` via
`pip install 'kaizen-agentic[events]'`)
- **`schedule init --engagement`** — bootstrap presets for customer engagements
(`--bootstrap-cadence hourly|daily|weekly`)
- **ADR-006** — customer engagement convention (supplier/customer split, playbook)
- **Playbook v1** — `docs/integrations/customer-engagement-playbook.md`,
`customer-engagement-repo-layout.md`, override manifest design
- **Event contract** — `docs/integrations/kaizen-metrics-recorded-event.md`
- **Engagement handoff** — `docs/integrations/activity-core-handoff-engagement.md`
## [1.4.0] - 2026-06-18
### Added

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@@ -45,7 +45,7 @@ This repository follows PythonVibes best practices:
- `src/kaizen_agentic/` - Core framework source code
- `agents/` - Specialized agent definitions (17+ agents)
- `tests/` - Comprehensive test suite
- `TODO.md` - Current development tasks (Keep a Todofile format)
- `workplans/` - Active workstreams and tasks (ADR-001)
- `CHANGELOG.md` - Version history (Keep a Changelog format)
### Making Changes
@@ -155,15 +155,15 @@ When reporting bugs, please include:
1. **Discuss significant changes** in an issue first
2. **Keep PRs focused** on a single feature or fix
3. **Write clear commit messages** following conventional commit format
4. **Update relevant documentation** including TODO.md and CHANGELOG.md
4. **Update relevant documentation** including workplans and CHANGELOG.md
5. **Ensure all checks pass** including tests and linting
6. **Respond to review feedback** promptly and constructively
## Agent-Assisted Development
This repository includes 17+ specialized agents to assist with development:
- Use `todo-keeper` for TODO.md maintenance
- Use `changelog-keeper` for CHANGELOG.md updates
- Use `keepaChangelog` for CHANGELOG.md updates
- Use `project-assistant` for workplan and session orientation
- Use `contributing-keeper` for this file maintenance
- See CLAUDE.md for complete agent catalog and usage

219
TODO.md
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@@ -1,219 +0,0 @@
# Todofile
This is a "to do next" file, particularly useful to keep the human and a coding assistant in sync.
The format is based on [Keep a Todofile V0.0.1](https://coulomb.social/open/TodoFileGuide).
The structure organizes **future tasks** by their impact, just as a changelog organizes past changes by their impact.
***
## [Unreleased] - *Active Vibe-Coding State* 💡
Tasks in workplan: `workplans/kaizen-agentic-WP-0007-agent-authoring-doc-generation.md` (v1.4.0)
### Implemented (pending v1.4.0 tag)
* **`create-agent`** — scaffold schema-valid agents
* **`docs generate [--check]`** — idempotent CLAUDE.md Installed Agents refresh
* **Frontmatter schema validation** in `validate`
* **Doc-regeneration idempotency fix** + agent file rename (project-assistant)
### To Add (release)
* **Tag v1.4.0** — after review
* **activity-core implementation** — WP-0006 resolver + sync (separate repo; see handoff doc)
### Shipped — v1.3.0 (2026-06-17)
* **ADR-005 + `.kaizen/schedule.yml`** — scheduled agent execution contract
* **`kaizen-agentic schedule`** — validate, init, prepare, list
* **activity-core definitions** — weekly coach + optimization on preselected repos
### Deferred / future
* Interactive agent selection wizard (multi-step) — `create-agent` covers the
single-agent scaffold; a guided multi-agent wizard remains future work
* Multi-file agent packages / protocol scaffolding
***
## [1.1.0] - Community Engagement — *Shipped 2026-06-18*
See `CHANGELOG.md` [1.1.0] and `workplans/kaizen-agentic-WP-0001-community-engagement.md`.
***
## [COMPLETED] - *Documentation Standards Compliance - Version 0.2.0*
### ✅ Completed: To Add
* **CLI interface** for agent management and execution - DONE
- Full `kaizen-agentic` CLI with 8 commands (init, install, update, remove, list, status, validate, templates)
- Console script entry point for global availability
- Complete command-line interface with options and help
* **Comprehensive tests** for optimization module (PerformanceMetrics, OptimizationLoop) - DONE
- 24 tests covering all components with 100% pass rate
- Test coverage for registry, installer, and core functionality
- Automated test execution with make test/test-all targets
* **Agent registry and installer functionality** - DONE
- Complete AgentRegistry with categorization and dependency resolution
- AgentInstaller with backup/rollback capabilities
- ProjectInitializer with template-based project creation
* **Comprehensive documentation system** - DONE
- GETTING_STARTED.md - Complete setup and usage guide
- AGENT_DISTRIBUTION.md - Architecture documentation
- CLI_CHEAT_SHEET.md - Quick reference guide
- Updated README.md with complete usage examples
### ✅ Completed: To Refactor
* **Agent definitions** to follow consistent format standards - DONE
- All 17+ agents updated to YAML frontmatter format
- Consistent categorization system (project-management, development-process, etc.)
- Proper dependency declarations and descriptions
* **Makefile structure** for better user experience - DONE
- Reorganized with consistent naming (agents-, setup-, standards- prefixes)
- Enhanced help system with examples and clear descriptions
- 50+ targets organized into logical sections
* **Test execution performance** optimization - DONE
- Fast execution with all 24 tests completing in <1 second
- Parallel execution capabilities
- Efficient backup/cleanup in test teardown
### ✅ Completed: To Fix
* **Makefile targets** compatibility across environments - DONE
- Cross-platform compatibility with proper shell detection
- Virtual environment handling with fallback mechanisms
- Error handling and recovery in setup processes
* **Linting issues** in core modules - DONE
- All flake8 violations resolved across entire codebase
- PEP 8 compliance achieved
- Consistent code formatting with black
* **Virtual environment setup** reliability - DONE
- Robust venv creation and activation
- Dependency installation with upgrade handling
- Status checking and validation
* **CLI installation make target (agents-install-cli)** - DONE
- Target is working properly and requires virtual environment activation as documented
- Installation process functions correctly with proper venv setup
* **YAML frontmatter errors in agent files** causing loading failures - DONE
- All 16 agents now properly loading without YAML parsing errors
- Frontmatter format standardized across all agent definitions
* **Agent categorization issues** (agents showing as "Unknown" instead of proper categories) - DONE
- All 16 agents now properly categorized and displaying correct categories
- Category mapping and recognition system functioning correctly
### ✅ Completed: To Secure
* **Configuration file validation** - DONE
- Safe YAML parsing with error handling
- Input validation for all CLI parameters
- Backup creation before modifications
* **Agent integrity checks** - DONE
- Validation system for agent definitions
- Dependency conflict detection
- Installation verification
### ✅ Completed: To Remove
* **Obsolete test fixtures** - DONE
- Clean test directory structure
- Removed unused imports and variables
- Eliminated development scaffolding
***
## [COMPLETED] - *Scenario 1: Greenfield Project Excellence - Version 0.2.1*
### ✅ Completed: Scenario 1 Tasks
* **Scenario 1 exploration: Establish codebase from scratch** - DONE
- Research current onboarding experience with existing setup targets - DONE
- Identify gaps in documentation for new project creation - DONE
- Test and validate smooth project initialization workflows - DONE
- Evaluate agent selection and recommendation systems for new projects - DONE
- Document best practices for greenfield project setup - DONE
### ✅ Completed: Additional Scenario 1 Improvements
* **Agent template name mappings fixed** - DONE
- Fixed agent template name mappings to match actual agent names
- Ensured consistency between template references and installed agents
* **ProjectInitializer enhancements** - DONE
- Added Makefile creation to ProjectInitializer for complete greenfield setup
- Implemented comprehensive project scaffolding
* **Test framework stability** - DONE
- Fixed all failing tests for agent framework updates
- Achieved 100% test pass rate across all components
* **Documentation and tutorial creation** - DONE
- Updated documentation with correct agent names
- Created HelloWorld tutorial for new users
- Comprehensive onboarding experience established
### ✅ Completed: Production Readiness
* **Scenario 1 state achievement** - DONE
- Scenario 1 (establish codebase from scratch) is now excellent and production-ready
- Complete end-to-end workflow for greenfield projects
- Robust agent selection and project initialization
***
## [COMPLETED] - *Production Release with Release Management - Version 1.0.0*
### ✅ Completed: Release Management System
* **Complete release management system** with agent-releaseManager - DONE
- 6 structured make targets for complete release workflow
- `release-check` - Validate release readiness with comprehensive checklist
- `release-prepare` - Build packages and prepare for publication
- `release-test` - Test publication workflow using TestPyPI
- `release-publish` - Publish to production PyPI with safety checks
- `release-finalize` - Post-release tasks (tags, GitHub releases, documentation)
- `release-rollback` - Emergency rollback procedures and guidance
* **Local package installation capability** - DONE
- `make install-local` target for PyPI-equivalent testing
- Local package building and installation workflow
- Integration testing with locally built packages
* **Documentation updates for installation options** - DONE
- Updated documentation to reflect all installation methods
- PyPI installation guidance and local development setup
- Complete user onboarding documentation
* **Package distribution readiness** - DONE
- Full package ready for PyPI publication
- All agents included in package data distribution
- Console script entry point for global CLI availability
- Version 1.0.0 production release achieved
***
## [COMPLETED] - *Scenario 2: Existing Project Integration Excellence - Version 0.2.2*
### ✅ Completed: Scenario 2 Tasks
* **Scenario 2 exploration: Integration with existing projects having agents** - DONE
- Research detection of existing agent systems in projects - DONE
- Design conflict resolution strategies for overlapping agent functionality - DONE
- Create migration paths for replacing outdated project-specific agents - DONE
- Develop extension mechanisms for project-specific kaizen agent customizations - DONE
- Define integration patterns that respect existing project structure - DONE
- Build tooling for safe agent system transitions - DONE
### ✅ Completed: Major Components Built
* **Detection system (detection.py)** for analyzing existing agent systems - DONE
- Comprehensive agent system detection across multiple formats
- Analysis of conflicts and overlap identification
- Integration readiness assessment
* **Migration framework (migration.py)** with 5 migration strategies - DONE
- Replace strategy for complete agent replacement
- Merge strategy for combining functionalities
- Extend strategy for adding new capabilities
- Coexist strategy for parallel operation
- Archive strategy for deprecation handling
* **Extension system (extensions.py)** for project-specific customizations - DONE
- Plugin-based architecture for agent customization
- Dynamic loading and configuration management
- Safe extension isolation and validation
* **Complete CLI integration** with detect, migrate, and extensions commands - DONE
- kaizen-agentic detect command for system analysis
- kaizen-agentic migrate command with strategy selection
- kaizen-agentic extensions command for customization management
* **Integration patterns documentation** with 5 proven scenarios - DONE
- Established patterns for common integration scenarios
- Best practices for safe agent system transitions
- Comprehensive documentation and examples
### ✅ Completed: Production Readiness
* **Scenario 2 state achievement** - DONE
- Scenario 2 (existing project integration) is now excellent and production-ready
- Complete detection, migration, and extension capabilities
- Safe and reliable agent system transitions
- Both Scenario 1 (greenfield) and Scenario 2 (existing projects) are production-ready

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@@ -112,6 +112,8 @@ Session-close template: `docs/templates/session-close-protocol.md`
# Opt this repo into fleet scheduling
kaizen-agentic schedule init # coach + optimization weekly
kaizen-agentic schedule init --timezone UTC # override timezone
kaizen-agentic schedule init --engagement coulomb-loop \
--agents coach,optimization --bootstrap-cadence hourly
kaizen-agentic schedule validate # schema + agent-name checks
kaizen-agentic schedule list # enabled entries (--all incl. disabled)

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@@ -37,7 +37,7 @@ invoke kaizen-agentic CLI commands.
|------------|---------|-------------|
| [weekly-metrics-optimize](integrations/activity-definitions/weekly-metrics-optimize.md) | Cron Mon 08:00 | `metrics optimize` |
| [post-install-metrics-scaffold](integrations/activity-definitions/post-install-metrics-scaffold.md) | `kaizen.agent.installed` | `memory init` validation |
| [low-success-rate-review](integrations/activity-definitions/low-success-rate-review.md) | `kaizen.metrics.recorded` | `metrics show` + `optimize` |
| [low-success-rate-review](integrations/activity-definitions/low-success-rate-review.md) | `kaizen.metrics.recorded` | `metrics record --emit-event` |
**Activation handoff (activity-core owners):**

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@@ -17,6 +17,7 @@ Memory-enabled agents record per-session outcomes at close:
```bash
kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1>
kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1> --emit-event
kaizen-agentic metrics optimize [agent]
kaizen-agentic memory brief <agent> # includes Performance Summary
```
@@ -45,4 +46,4 @@ fleet layers above satisfy INTENT's "measurable agents" requirement without tele
## Feedback loop
User experience feedback uses [FEEDBACK.md](FEEDBACK.md) and Gitea issue templates —
separate from execution metrics.
separate from execution metrics.

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@@ -105,7 +105,7 @@ Assembles, from **local `.kaizen/` state only** (offline-safe):
- The agent prompt (`agents/agent-<name>.md`, installed or packaged).
- Project memory (`.kaizen/agents/<name>/memory.md`) when present.
- Metrics summary (`.kaizen/metrics/<name>/summary.json`) when present.
- Repo pointers (`SCOPE.md`, `TODO.md`) when present.
- Repo pointers (`SCOPE.md`, `workplans/`) when present.
- Suggested session-close commands (`metrics record`, memory update).
Output is `markdown` (default) or `json` (`--format json`) so activity-core can
@@ -115,6 +115,7 @@ embed it in a task `description` or a runner can parse it.
```
kaizen-agentic schedule init [--target PATH] [--timezone TZ] [--force]
kaizen-agentic schedule init --engagement <slug> [--agents A,B] [--bootstrap-cadence hourly|daily|weekly]
kaizen-agentic schedule validate [--target PATH]
kaizen-agentic schedule list [--target PATH] [--all]
kaizen-agentic schedule prepare <agent> [--target PATH] [--format markdown|json]

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@@ -0,0 +1,74 @@
# ADR-006: Customer Engagement Convention
**Status:** accepted
**Date:** 2026-06-18
**Deciders:** kaizen-agentic maintainers (supplier)
**Customer reference:** coulomb-loop / LOOP-WP-0000
## Context
Coulomb's `coulomb-loop` engagement introduced a **customer/supplier split**:
the customer repo holds contracts and operations; `kaizen-agentic` ships agents
and CLI; target repos hold `.kaizen/` runtime state. We need a durable convention
so the second customer engagement reuses ≤50% of coulomb-loop setup effort.
## Decision
### 1. Repo roles
| Role | Owns |
|------|------|
| **Customer engagement repo** | INTENT, workplans, ADRs, rosters, ActivityDefinition copies, loop health |
| **Supplier (kaizen-agentic)** | Agent prompts, CLI, integration specs, playbook, supplier workplans |
| **Target repos** | `.kaizen/schedule.yml`, `agents/`, `metrics/`, memory |
| **activity-core** | Cron/event orchestration, resolvers, task creation |
### 2. `.kaizen/` placement
Project-scoped kaizen state **never** lives in the customer engagement repo.
It lives only in repos where agents execute (fleet pilots).
### 3. Supplier CLI engagement mode
```bash
kaizen-agentic schedule init --engagement <customer-slug> \
--agents coach,optimization --bootstrap-cadence hourly
```
Writes bootstrap schedule with engagement comment and hourly cron presets.
See [customer-engagement-playbook.md](../integrations/customer-engagement-playbook.md).
### 4. Event emission (opt-in)
```bash
kaizen-agentic metrics record <agent> --success --time <s> --quality <0-1> --emit-event
```
Publishes `kaizen.metrics.recorded` for activity-core event definitions.
Default off for backward compatibility.
### 5. Playbook lifecycle
1. **Bootstrap** — customer LOOP-WP-0000; supplier KAIZEN-WP-0008 Part 1
2. **Smoke** — hourly E2E on pilot roster (LOOP-WP-0001)
3. **Automate** — emit-event, activity-core definitions enabled incrementally
4. **Generalize** — supplier-notes → playbook v1; ADR-006 + layout docs
5. **Second customer** — copy layout; swap roster and definitions
### 6. ActivityDefinition ownership
Bootstrap uses **customer-owned copies** (coulomb DEC-003 option A).
Hybrid override manifest (option C) is design-only — see
[activity-definition-override-manifest.md](../integrations/activity-definition-override-manifest.md).
## Consequences
- New engagements follow [customer-engagement-repo-layout.md](../integrations/customer-engagement-repo-layout.md)
- Supplier friction is logged in customer `loops/*/supplier-notes.md` and absorbed into playbook
- activity-core handoff requirements are documented per engagement wave
## Related
- coulomb-loop `docs/adr/ADR-002-customer-supplier-boundary.md`
- [ADR-005](ADR-005-scheduled-agent-execution.md) — schedule contract
- [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)

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@@ -0,0 +1,109 @@
# activity-core Handoff — Customer Engagement Bootstrap (WP-0008)
Coordination requirements for **activity-core** to support coulomb-loop-style
customer engagements after kaizen-agentic ships `schedule init --engagement` and
`metrics record --emit-event`.
Open as an activity-core issue titled *"Engagement bootstrap: event-payload +
bootstrap cadence alignment"*.
## Supplier capabilities (kaizen-agentic — done)
- [x] `schedule init --engagement <slug> --agents coach,optimization --bootstrap-cadence hourly`
- [x] `metrics record --emit-event``activity.kaizen.metrics.recorded`
- [x] Resolver contract: [discover-kaizen-scheduled-repos.md](discover-kaizen-scheduled-repos.md)
## activity-core requirements
### R1 — `event-payload` context resolver (blocks LOOP-WP-0002 event path)
**Problem:** Event-triggered definitions bind `context.metrics` via
`type: event-payload`, but `resolve_context` treats unknown types as `{}`.
**Requirement:** Register a resolver (or inline handler) that, when
`event_envelope_json` is present, binds `EventEnvelope.attributes` to the
`bind_to` key (stripping `context.` prefix).
```yaml
context_sources:
- type: event-payload
bind_to: context.metrics
```
Expected snapshot after resolve:
```python
{"metrics": {"agent": "coach", "project": "kaizen-agentic", "summary": {...}}}
```
**Acceptance:** Manual NATS publish of a [kaizen-metrics-recorded-event](kaizen-metrics-recorded-event.md)
envelope triggers `low-success-rate-review` and evaluates
`context.metrics.summary.success_rate` without binding `{}`.
### R2 — Bootstrap cadence enum vs cron (blocks mis-tuned filters)
**Problem:** Engagement bootstrap writes **hourly cron** expressions but keeps
`cadence: daily` in `.kaizen/schedule.yml` (coulomb-loop ADR-003 convention).
Customer ActivityDefinitions filter `discover_kaizen_scheduled_repos` with
`cadence: daily`.
**Requirement:** Do **not** require `cadence: hourly` in schedule.yml (invalid
in ADR-005 schema). Continue matching on the `cadence` enum field; rely on
per-repo `cron` overrides for hourly firing.
**Acceptance:** Resolver with `cadence: daily` returns pilot repos whose
`schedule.yml` contains `cron: "15 * * * *"` / `"30 * * * *"`.
### R3 — ActivityDefinition cron alignment
Customer coulomb definitions offset from repo schedule crons:
| Definition | activity-core cron | Repo schedule cron |
|------------|-------------------|-------------------|
| hourly-metrics-optimize | `0 * * * *` | (metrics path; no schedule) |
| hourly-coach-orientation | `15 * * * *` | coach `15 * * * *` |
| hourly-optimization-review | `30 * * * *` | optimization `30 * * * *` |
**Requirement:** Keep definition crons and repo schedule crons in sync during
bootstrap. Document in customer handoff that `schedule init --engagement`
presets must match enabled ActivityDefinition offsets.
### R4 — Event router registration
**Requirement:** Ensure `kaizen.metrics.recorded` is an allowed event type in
`event_type_registry` (if registry is enforced on publish path).
**Acceptance:** Event router dispatches to enabled `low-success-rate-review`
definitions when envelope `type` matches.
### R5 — Engagement roster path (optional v1.1)
Customer rosters live in the engagement repo (e.g.
`coulomb-loop/loops/kaizen-stack/roster.yaml`), not in target repos.
**Suggestion:** Support optional resolver param `engagement_slug` that looks up
roster path from a hub field or env `KAIZEN_ENGAGEMENT_ROSTER` so definitions
need not hard-code absolute paths.
## Smoke sequence (end-to-end)
```bash
# Target repo (supplier runs on pilot)
kaizen-agentic schedule init --engagement coulomb-loop \
--agents coach,optimization --bootstrap-cadence hourly --force
kaizen-agentic schedule validate
kaizen-agentic memory init coach && kaizen-agentic memory init optimization
# Record + emit (requires nats-py)
kaizen-agentic metrics record coach --success --time 60 --quality 0.9 --emit-event
# activity-core
# 1. Resolver dry-run: discover_kaizen_scheduled_repos + cadence=daily → 6 runs
# 2. Event dry-run: publish sample envelope → low-success-rate-review tasks
```
## Related
- [customer engagement playbook](customer-engagement-playbook.md) (supplier)
- coulomb-loop `docs/integrations/activity-core-handoff.md` (customer)
- [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)

View File

@@ -21,22 +21,35 @@ execution (WP-0006)"* and track the boxes there.
## What activity-core must do
- [ ] **Implement resolver** `discover_kaizen_scheduled_repos` per the spec
(hub roster ∩ repos with valid `.kaizen/schedule.yml`).
- [ ] **Add resolver unit tests** using the four fixtures in the spec.
- [ ] **Copy definitions** from `docs/integrations/activity-definitions/`
- [x] **Implement resolver** `discover_kaizen_scheduled_repos` per the spec
(`activity_core/context_resolvers/kaizen.py`).
- [x] **Add resolver unit tests** `tests/test_kaizen_context_resolver.py` (7 passed).
- [ ] **Copy custodian weekly definitions** from `docs/integrations/activity-definitions/`
(`weekly-coach-orientation.md`, `weekly-optimization-review.md`) into the
activity-core catalog path (per ACT-ADR-002).
- [ ] **Register** each definition slug in the activity-core index.
- [ ] **Run** `make sync-activity-definitions` in activity-core.
- [ ] **Wire cron** triggers (Mon 09:00 / 10:00 Europe/Berlin) to the resolver.
- [ ] **Smoke test** against a pilot repo (see below) with the definition still
`enabled: false` (dry-run task creation).
- [ ] **Enable gradually** — flip one definition to `enabled: true` in staging
after the smoke test passes.
- [ ] **Verify runner prerequisites** `kaizen-agentic` on PATH and the Gitea
PyPI extra index if the runner installs from registry (see
[PACKAGE_RELEASE.md](../PACKAGE_RELEASE.md)).
activity-core catalog path (per ACT-ADR-002). *Deferred: coulomb-loop engagement
ships customer-owned daily bootstrap definitions instead (LOOP-WP-0001).*
- [ ] **Register** weekly definition slugs in the activity-core index (when custodian
fleet moves off coulomb engagement copies).
- [x] **Run** `make sync-activity-definitions` — coulomb-loop definitions synced
(`coulomb-hourly-coach-orientation`, `coulomb-hourly-optimization-review`, etc.).
- [x] **Wire cron** triggers — daily stabilize chain on pilot roster (08:0010:00).
- [x] **Smoke test** — resolver dry-run returns 6 `scheduled_runs` on coulomb roster;
`schedule prepare coach` succeeds on `kaizen-agentic` and `the-custodian`.
- [x] **Enable gradually** — coulomb bootstrap definitions `enabled: true` on pilot.
- [x] **Verify runner prerequisites**`kaizen-agentic` on PATH; `KAIZEN_RUNNER_HOST`
set on worker (`bnt-lap001`).
### Supplier closure evidence (2026-06-18)
| Check | Result |
|-------|--------|
| Resolver dry-run (coulomb roster, `cadence: daily`) | 6 runs across 3 pilot repos |
| `tests/test_kaizen_context_resolver.py` | 7 passed |
| `schedule validate` + `prepare coach` | OK on `kaizen-agentic`, `the-custodian`, `activity-core` |
| Live definitions using resolver | `f234bb1a` coach, `097fc027` optimization (enabled) |
**Remaining activity-core item:** optional custodian-fleet weekly templates (`enabled: false`
in kaizen-agentic drafts) when engagement moves beyond coulomb-loop bootstrap copies.
## State Hub team (the-custodian)

View File

@@ -0,0 +1,72 @@
# ActivityDefinition Override Manifest (design)
**Status:** design-only (DEC-003 option C future)
**Implements:** KAIZEN-WP-0008 T08
**Runtime:** none in v1 — customer-owned copies (option A) during bootstrap
## Problem
Customer repos copy supplier ActivityDefinitions and tune cron, labels, and
`enabled` flags. When supplier templates change, manual merge is error-prone.
A manifest declares **source + overrides** without duplicating full definition bodies.
## Proposed file
`activity-definitions/manifest.yaml` in the customer repo:
```yaml
version: "1"
supplier_repo: kaizen-agentic
supplier_path: docs/integrations/activity-definitions
engagement: coulomb-loop
definitions:
- supplier_id: kaizen-weekly-coach-orientation
customer_id: coulomb-hourly-coach-orientation
source: ../../kaizen-agentic/docs/integrations/activity-definitions/weekly-coach-orientation.md
overrides:
id: coulomb-hourly-coach-orientation
name: Hourly Kaizen Coach Orientation (coulomb-loop bootstrap)
owner: coulomb-loop
governance: coulomb_social
enabled: true
trigger:
cron_expression: "15 * * * *"
context_sources:
- params:
roster: /home/worsch/coulomb-loop/loops/kaizen-stack/roster.yaml
cadence: daily
- supplier_id: kaizen-low-success-rate-review
customer_id: coulomb-low-success-rate-review
overrides:
enabled: false
owner: coulomb-loop
```
## Merge rules (future tooling)
1. Parse supplier definition markdown (frontmatter + body)
2. Deep-merge `overrides` (customer wins on conflict)
3. Write customer copy to `activity-definitions/<customer_id>.md`
4. `sync_activity_definitions` reads customer copies only (unchanged today)
## Ownership
| Layer | Owner |
|-------|-------|
| Manifest schema | kaizen-agentic (supplier ADR/extension) |
| Manifest instance | customer repo |
| Merge CLI | TBD — `coulomb-loop` or `activity-core` |
| Sync runtime | activity-core (unchanged) |
## Bootstrap path (today)
Use **option A**: hand-copy definitions, edit cron/labels, track drift in
`loops/kaizen-stack/supplier-notes.md`. Revisit manifest when a second customer
engagement starts.
## Related
- coulomb-loop `docs/decisions/DEC-003-activity-definition-ownership.md`
- [customer-engagement-playbook.md](customer-engagement-playbook.md)

View File

@@ -35,9 +35,11 @@ action:
**Threshold:** 0.8 success rate, minimum 5 executions (avoids noise on early pilots).
**CLI mapping:** Event emitter is future work; manual check today:
**CLI mapping:** `kaizen-agentic metrics record <agent> --emit-event` after each
append (see [kaizen-metrics-recorded-event.md](../kaizen-metrics-recorded-event.md)).
Manual check today:
```bash
kaizen-agentic metrics show <agent> # inspect summary.success_rate
kaizen-agentic metrics optimize <agent>
```
```

View File

@@ -33,15 +33,15 @@ returns one `scheduled_run` per `(repo, agent)`; this definition selects the
id: run-weekly-coach
for_each: context.scheduled_runs
bind_as: r
condition: 'r.agent == "coach" and r.enabled == true'
condition: 'context.r.agent == "coach" and context.r.enabled'
action:
task_template: "Weekly coach orientation: {{r.repo}}"
task_template: "Weekly coach orientation: {context.r.repo}"
description: |
{{r.prepare_command}}
{context.r.prepare_command}
Then load agents/agent-coach.md in a coding-agent session, paste the
prepared bundle, and follow the coach synthesis. At session close:
kaizen-agentic metrics record coach --success --time <s> --quality <0-1>
target_repo: "{{r.repo}}"
target_repo: context.r.repo
priority: medium
labels: ["kaizen", "agent-run", "coach", "scheduled", "automated"]
```

View File

@@ -27,13 +27,13 @@ Invokes the kaizen-agentic optimizer CLI per project.
id: run-weekly-optimizer
for_each: context.projects
bind_as: p
condition: 'p.has_metrics == true'
condition: 'context.p.has_metrics'
action:
task_template: "Run kaizen metrics optimize on {{p.repo}}"
task_template: "Run kaizen metrics optimize on {context.p.repo}"
description: |
cd {{p.root}} && kaizen-agentic metrics optimize
cd {context.p.root} && kaizen-agentic metrics optimize
Optional: kaizen-agentic metrics publish (when artifact-store configured)
target_repo: "{{p.repo}}"
target_repo: context.p.repo
priority: medium
labels: ["kaizen", "metrics", "optimizer", "automated"]
```
@@ -41,4 +41,4 @@ action:
**Activation:** sync this definition into activity-core via `make sync-activity-definitions`
after enabling the shell resolver for `discover_kaizen_projects`.
**CLI mapping:** `kaizen-agentic metrics optimize` (no agent filter = all agents with metrics).
**CLI mapping:** `kaizen-agentic metrics optimize` (no agent filter = all agents with metrics).

View File

@@ -30,16 +30,16 @@ review is evidence-backed.
id: run-weekly-optimization
for_each: context.scheduled_runs
bind_as: r
condition: 'r.agent == "optimization" and r.enabled == true'
condition: 'context.r.agent == "optimization" and context.r.enabled'
action:
task_template: "Weekly optimization review: {{r.repo}}"
task_template: "Weekly optimization review: {context.r.repo}"
description: |
{{r.prepare_command}}
{context.r.prepare_command}
kaizen-agentic metrics optimize # refresh evidence
Then load agents/agent-optimization.md, paste the prepared bundle plus the
optimizer report, and act on recommendations. At session close:
kaizen-agentic metrics record optimization --success --time <s> --quality <0-1>
target_repo: "{{r.repo}}"
target_repo: context.r.repo
priority: medium
labels: ["kaizen", "agent-run", "optimization", "scheduled", "automated"]
```

View File

@@ -0,0 +1,98 @@
# Customer Engagement Playbook v1 (supplier)
How kaizen-agentic supports a **customer engagement repo** (reference:
[coulomb-loop](https://gitea.coulomb.social/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, this playbook |
| Target repos | `.kaizen/` state (schedule, memory, metrics) |
| activity-core | Cron + event orchestration, task creation |
## Bootstrap checklist
### 1. Customer repo
- Register engagement in state-hub (`register_project.sh`)
- Write `INTENT.md`, `SCOPE.md`, LOOP-WP-00000004 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)
```bash
kaizen-agentic schedule init --engagement <customer-slug> \
--agents coach,optimization --bootstrap-cadence hourly
kaizen-agentic schedule validate
kaizen-agentic memory init coach
kaizen-agentic memory init optimization
```
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)
```bash
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
- 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. Use atomic promote to
align all three layers (cadence.yml, activity-definitions, fleet schedule.yml,
activity-core sync):
```bash
kaizen-agentic schedule promote \
--engagement-repo /path/to/customer-loop \
--engagement <slug> \
--to-phase operate \
--activity-core /path/to/activity-core
```
Dry-run: `--dry-run`. Repair fleet drift after a partial promotion: `--fleet-only`.
Legacy per-layer commands still work:
```bash
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.coulomb.social/coulomb/coulomb-loop/src/branch/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
- [INTEGRATION_PATTERNS.md](../INTEGRATION_PATTERNS.md) Pattern 2
- [activity-core-handoff-wp0006.md](activity-core-handoff-wp0006.md)

View File

@@ -0,0 +1,65 @@
# Customer Engagement Repo Layout
Contract for a **customer engagement repository** that orchestrates kaizen
improvement loops across a fleet roster. Reference implementation:
[coulomb-loop](https://gitea.coulomb.social/coulomb/coulomb-loop) (`coulomb_social` domain).
Supplier agents and CLI live in `kaizen-agentic`. Runtime `.kaizen/` state lives
in **target repos**, not in the customer repo.
## Directory tree
```
customer-repo/
├── INTENT.md # Engagement purpose, loop map, cadence policy summary
├── SCOPE.md # In/out of scope; supplier boundaries
├── CLAUDE.md # Session protocol + rules includes
├── .claude/rules/ # repo-identity, architecture, workplan-convention, …
├── workplans/
│ ├── <PREFIX>-WP-0000-* # Bootstrap (registration, ADRs, decisions)
│ ├── <PREFIX>-WP-0001-* # Primary improvement stack
│ ├── <PREFIX>-WP-0002-* # Reactive quality escalation
│ ├── <PREFIX>-WP-0003-* # Registry / orientation hygiene
│ └── <PREFIX>-WP-0004-* # Loop regulator (cadence promotion, rotation)
├── docs/
│ ├── adr/ # Customer ADRs (boundary, cadence, ownership)
│ ├── decisions/ # DEC-* proposals awaiting operator acceptance
│ └── integrations/ # activity-core handoff, event payloads
├── history/ # Assessments, milestone snapshots
├── activity-definitions/ # Customer-owned copies (DEC-003 option A)
├── loops/
│ └── <loop-id>/
│ ├── roster.yaml # Pilot + expansion_queue + saturated
│ ├── bootstrap-log.md # E2E cycle evidence
│ ├── supplier-notes.md # Friction fed back to kaizen-agentic
│ └── rotation-policy.yml # ADR-004 diminishing-returns (optional)
└── registry/ # reuse-surface capability index (engagement D0)
├── indexes/capabilities.yaml
└── capabilities/
```
## Naming
| Artifact | coulomb-loop example |
|----------|----------------------|
| Workplan prefix | `LOOP-WP-NNNN` |
| Hub topic slug | `coulomb_social` |
| Engagement slug in schedules | `coulomb-loop` |
| Supplier workplan | `KAIZEN-WP-0008` (kaizen-agentic) |
## What does not live here
- `agents/agent-*.md` — supplier (`kaizen-agentic`)
- `.kaizen/schedule.yml` on customer repo — target fleet repos only
- Temporal workers / resolvers — `activity-core`
- state-hub service code — `the-custodian`
## Bootstrap sequence
See [customer-engagement-playbook.md](customer-engagement-playbook.md).
## Related
- coulomb-loop `docs/adr/ADR-002-customer-supplier-boundary.md`
- [ADR-006](../adr/ADR-006-customer-engagement-convention.md)
- [KAIZEN-WP-0008](../../workplans/kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)

View File

@@ -1,6 +1,6 @@
# Resolver Spec: `discover_kaizen_scheduled_repos`
**Status:** specification — **implemented in activity-core**, not here. This doc
**Status:** implemented in activity-core (`context_resolvers/kaizen.py`). This doc
is the contract an activity-core implementer needs to add the context resolver
that feeds the scheduled-agent ActivityDefinitions (ADR-005).

View File

@@ -0,0 +1,73 @@
# Event Payload: `kaizen.metrics.recorded`
**Status:** implemented — `kaizen-agentic metrics record --emit-event`
**Registry:** `event-types/kaizen.metrics.recorded.md` (producer-owned, synced via
activity-core `make sync-event-types` with `ACTIVITY_DEFINITION_DIRS` including
this repo)
Emitted after a successful metrics append when `--emit-event` is set. Default
off for backward compatibility.
## Subject
```
activity.kaizen.metrics.recorded
```
Published to NATS (activity-core `EventEnvelope` format). Consumed by
activity-core event router and definitions such as `low-success-rate-review`.
## Envelope
```json
{
"id": "550e8400-e29b-41d4-a716-446655440000",
"type": "kaizen.metrics.recorded",
"version": "1.0",
"timestamp": "2026-06-18T12:00:00Z",
"publisher": "kaizen-agentic",
"attributes": {
"agent": "coach",
"project": "kaizen-agentic",
"summary": {
"success_rate": 0.75,
"execution_count": 12,
"avg_quality": 0.81
}
}
}
```
### Attribute fields
| Field | Type | Notes |
|-------|------|-------|
| `agent` | string | Agent name from `metrics record <agent>` |
| `project` | string | Repo slug — `KAIZEN_PROJECT_SLUG` env or directory basename |
| `summary.success_rate` | float | Rolling rate from `summary.json` after append |
| `summary.execution_count` | int | Total executions |
| `summary.avg_quality` | float | Maps from `avg_quality_score` in ADR-004 summary |
## CLI
```bash
kaizen-agentic metrics record coach --success --time 120 --quality 0.9 --emit-event
```
Requires `nats-py` (`pip install 'kaizen-agentic[events]'`). Configure broker via
`NATS_URL` (default `nats://localhost:4222`).
Events are **not** emitted when append is skipped (duplicate idempotency key).
## Consumers
- **activity-core** — `trigger.type: event` with `event_type: kaizen.metrics.recorded`
- **coulomb-loop** — `low-success-rate-review` (LOOP-WP-0002); replaces hourly
health sweep when event path is stable
## Related
- [low-success-rate-review](activity-definitions/low-success-rate-review.md)
- [INTEGRATION_PATTERNS.md Pattern 2](../INTEGRATION_PATTERNS.md)
- coulomb-loop `loops/quality-escalation/event-payload.md` (customer contract)

View File

@@ -35,7 +35,7 @@ NATS/event-bus subject, sibling to the existing `kaizen.metrics.recorded` and
"agent_prompt_found": true,
"has_memory": true,
"has_metrics": true,
"pointers": ["scope", "todo"],
"pointers": ["scope", "workplans"],
"bytes": 8421
},
"session_close": [
@@ -60,7 +60,7 @@ NATS/event-bus subject, sibling to the existing `kaizen.metrics.recorded` and
| `bundle.agent_prompt_found` | bool | Mirrors `schedule prepare --format json` |
| `bundle.has_memory` | bool | Memory file present |
| `bundle.has_metrics` | bool | Metrics summary present |
| `bundle.pointers` | string[] | Repo pointer labels found (`scope`, `todo`) |
| `bundle.pointers` | string[] | Repo pointer labels found (`scope`, `workplans`) |
| `bundle.bytes` | int | Rendered bundle size |
| `session_close` | string[] | Suggested close commands |

View File

@@ -70,11 +70,18 @@ the distribution) may appear in a schedule.
kaizen-agentic schedule init # defaults: coach + optimization weekly
kaizen-agentic schedule init --timezone UTC # override timezone
kaizen-agentic schedule init --force # overwrite existing
kaizen-agentic schedule init --engagement coulomb-loop \
--agents coach,optimization --bootstrap-cadence hourly
```
The default scaffold enables `coach` and `optimization` weekly and declares
`tdd-workflow` monthly but **disabled** (operator opts in deliberately).
**Engagement bootstrap** (`--engagement`) writes customer-loop presets: hourly
bootstrap uses `cadence: daily` with hourly `cron` overrides (coach `:15`,
optimization `:30`). See
[customer-engagement-playbook.md](customer-engagement-playbook.md).
## Listing
```bash

View File

@@ -0,0 +1,65 @@
---
type_id: kaizen.metrics.recorded
version: "1.0"
publisher: kaizen-agentic
governance: publisher-declared
status: active
---
# kaizen.metrics.recorded
## Intent
Emitted when a project records agent execution metrics via
`kaizen-agentic metrics record --emit-event`. Signals that rolling performance
summary changed and may trigger quality-escalation ActivityDefinitions.
**Owning repo:** `kaizen-agentic` — schema changes require supplier review.
## When Published
- CLI: `kaizen-agentic metrics record <agent> --emit-event` after successful append
- Not emitted when append is skipped (duplicate idempotency key)
- NATS subject: `activity.kaizen.metrics.recorded`
## Attributes
| Name | Type | Required | Description |
|---|---|---|---|
| agent | string | yes | Agent name from `metrics record <agent>` |
| project | string | yes | Repo slug (`KAIZEN_PROJECT_SLUG` or directory basename) |
| summary.success_rate | float | yes | Rolling success rate from `summary.json` after append |
| summary.execution_count | integer | yes | Total execution count |
| summary.avg_quality | float | no | Average quality score (maps from `avg_quality_score`) |
## Example Payload
```json
{
"id": "550e8400-e29b-41d4-a716-446655440000",
"type": "kaizen.metrics.recorded",
"version": "1.0",
"timestamp": "2026-06-18T12:00:00Z",
"publisher": "kaizen-agentic",
"attributes": {
"agent": "coach",
"project": "kaizen-agentic",
"summary": {
"success_rate": 0.75,
"execution_count": 12,
"avg_quality": 0.81
}
}
}
```
## Consumer Notes
- **activity-core**: `event-payload` resolver binds `attributes``context.metrics`
for rules such as `flag-low-success-rate`
- **coulomb-loop**: `low-success-rate-review` (LOOP-WP-0002) — primary reactive path
## Related
- `docs/integrations/kaizen-metrics-recorded-event.md`
- `coulomb-loop/loops/quality-escalation/event-payload.md`

View File

@@ -32,6 +32,9 @@ dependencies = [
]
[project.optional-dependencies]
events = [
"nats-py>=2.6.0",
]
dev = [
"pytest>=6.0.0",
"pytest-cov>=4.0.0",

View File

@@ -15,12 +15,19 @@ from .integrations.artifact_store import (
default_api_url,
publish_optimizer_evidence,
)
from .integrations.event_bus import (
build_metrics_recorded_envelope,
publish_metrics_recorded_event,
resolve_project_slug,
)
from .integrations.helix import HelixCorrelationAdapter, enrich_helix_correlation
from .metrics import MetricsStore, OptimizerStore, performance_summary_markdown
from .optimization import OptimizationLoop, MIN_SAMPLES_FOR_RECOMMENDATIONS
from .engagement_promote import promote_engagement
from .schedule import (
ScheduleError,
default_schedule_yaml,
engagement_schedule_yaml,
load_schedule,
schedule_path,
validate_schedule,
@@ -1069,6 +1076,11 @@ def metrics():
@click.option(
"--json", "json_input", is_flag=True, help="Read full record JSON from stdin"
)
@click.option(
"--emit-event",
is_flag=True,
help="Publish kaizen.metrics.recorded to NATS (requires nats-py)",
)
def metrics_record(
agent_name: str,
target: str,
@@ -1079,6 +1091,7 @@ def metrics_record(
session_id: Optional[str],
idempotency_key: Optional[str],
json_input: bool,
emit_event: bool,
):
"""Append one execution record for an agent."""
store = MetricsStore(_project_root(target), agent_name)
@@ -1109,6 +1122,21 @@ def metrics_record(
if store.append(payload, idempotency_key=idempotency_key):
click.echo(f"Recorded metrics for '{agent_name}'")
if emit_event:
summary = store.read_summary() or store.write_summary()
envelope = build_metrics_recorded_envelope(
agent=agent_name,
project=resolve_project_slug(store.project_root),
summary=summary,
)
try:
subject = publish_metrics_recorded_event(envelope)
except RuntimeError as exc:
click.echo(f"Error: {exc}", err=True)
sys.exit(1)
click.echo(
f"Emitted kaizen.metrics.recorded for '{agent_name}'{subject}"
)
else:
click.echo(
f"Skipped duplicate record for '{agent_name}' (idempotency key exists)"
@@ -1429,8 +1457,39 @@ def schedule_validate(target: str):
"--timezone", default="Europe/Berlin", show_default=True, help="Schedule timezone"
)
@click.option("--force", is_flag=True, help="Overwrite an existing schedule.yml")
def schedule_init(target: str, timezone: str, force: bool):
"""Scaffold a default .kaizen/schedule.yml (coach + optimization weekly)."""
@click.option(
"--engagement",
default=None,
help="Customer engagement slug (bootstrap schedule for target repos)",
)
@click.option(
"--agents",
default=None,
help="Comma-separated agents for --engagement (default: coach,optimization)",
)
@click.option(
"--bootstrap-cadence",
type=click.Choice(["hourly", "daily", "weekly"]),
default="hourly",
show_default=True,
help="Cadence preset for --engagement (hourly uses daily enum + hourly cron)",
)
def schedule_init(
target: str,
timezone: str,
force: bool,
engagement: Optional[str],
agents: Optional[str],
bootstrap_cadence: str,
):
"""Scaffold .kaizen/schedule.yml (weekly default or engagement bootstrap)."""
if (agents or bootstrap_cadence != "hourly") and not engagement:
click.echo(
"Error: --agents and --bootstrap-cadence require --engagement",
err=True,
)
sys.exit(1)
path = schedule_path(_project_root(target))
if path.exists() and not force:
@@ -1438,12 +1497,143 @@ def schedule_init(target: str, timezone: str, force: bool):
click.echo(" Use --force to overwrite.")
return
if engagement:
agent_list = (
[item.strip() for item in agents.split(",") if item.strip()]
if agents
else None
)
known_agents = _get_registry().agent_names()
if agent_list:
unknown = [name for name in agent_list if name not in known_agents]
if unknown:
click.echo(
f"Error: unknown agent(s) for engagement schedule: {', '.join(unknown)}",
err=True,
)
sys.exit(1)
try:
yaml_text = engagement_schedule_yaml(
engagement,
agents=agent_list,
bootstrap_cadence=bootstrap_cadence,
timezone=timezone,
)
except ScheduleError as exc:
click.echo(f"Error: {exc}", err=True)
sys.exit(1)
else:
yaml_text = default_schedule_yaml(timezone=timezone)
path.parent.mkdir(parents=True, exist_ok=True)
path.write_text(default_schedule_yaml(timezone=timezone), encoding="utf-8")
path.write_text(yaml_text, encoding="utf-8")
click.echo(f"Initialized schedule: {path}")
if engagement:
click.echo(
f" Engagement: {engagement} (bootstrap-cadence={bootstrap_cadence})"
)
click.echo(" Validate with: kaizen-agentic schedule validate")
@schedule.command("promote")
@click.option(
"--engagement-repo",
"-e",
required=True,
type=click.Path(exists=True, file_okay=False, path_type=Path),
help="Customer engagement repo (e.g. coulomb-loop)",
)
@click.option(
"--engagement",
default="coulomb-loop",
show_default=True,
help="Engagement slug written into fleet schedule.yml headers",
)
@click.option(
"--to-phase",
type=click.Choice(["stabilize", "operate"]),
default=None,
help="Target phase (default: next phase after current)",
)
@click.option("--loop", default=None, help="Promote a single loop id only")
@click.option("--dry-run", is_flag=True, help="Print planned actions without writing")
@click.option("--skip-cadence", is_flag=True, help="Skip loops/*/cadence.yml updates")
@click.option(
"--skip-definitions", is_flag=True, help="Skip activity-definitions transforms"
)
@click.option("--skip-fleet", is_flag=True, help="Skip .kaizen/schedule.yml on roster")
@click.option("--skip-sync", is_flag=True, help="Skip activity-core definition sync")
@click.option(
"--fleet-only",
is_flag=True,
help="Only update fleet schedule.yml (+ sync unless --skip-sync)",
)
@click.option(
"--activity-core",
type=click.Path(exists=True, file_okay=False, path_type=Path),
default=None,
help="activity-core repo root (or ACTIVITY_CORE_ROOT env)",
)
def schedule_promote(
engagement_repo: Path,
engagement: str,
to_phase: Optional[str],
loop: Optional[str],
dry_run: bool,
skip_cadence: bool,
skip_definitions: bool,
skip_fleet: bool,
skip_sync: bool,
fleet_only: bool,
activity_core: Optional[Path],
):
"""Atomically promote cadence across cadence.yml, definitions, fleet, and sync."""
if fleet_only:
skip_cadence = True
skip_definitions = True
if to_phase is None:
to_phase = "operate"
result = promote_engagement(
engagement_repo,
engagement_slug=engagement,
to_phase=to_phase,
loop=loop,
dry_run=dry_run,
skip_cadence=skip_cadence,
skip_definitions=skip_definitions,
skip_fleet=skip_fleet,
skip_sync=skip_sync,
activity_core_root=activity_core,
)
if dry_run:
click.echo("Dry run — planned actions:")
else:
click.echo("Promotion complete — actions:")
by_layer: dict[str, list[str]] = {}
for action in result.actions:
by_layer.setdefault(action.layer, []).append(action.description)
for layer in ("cadence", "definitions", "fleet", "sync"):
items = by_layer.get(layer)
if items:
click.echo(f"\n[{layer}]")
for item in items:
click.echo(f"{item}")
if result.errors:
click.echo("\nWarnings / errors:", err=True)
for err in result.errors:
click.echo(f" ! {err}", err=True)
if not result.actions:
sys.exit(1)
if not result.actions and not result.errors:
click.echo("Nothing to do — layers already aligned.")
@schedule.command("list")
@click.option("--target", "-t", default=".", help="Project root (default: current)")
@click.option("--all", "show_all", is_flag=True, help="Include disabled entries")
@@ -1514,10 +1704,12 @@ def _build_prepare_bundle(agent_name: str, project_root: Path) -> dict:
metrics_summary = metrics_store.write_summary()
pointers = {}
for label, filename in (("scope", "SCOPE.md"), ("todo", "TODO.md")):
candidate = project_root / filename
if candidate.exists():
pointers[label] = str(candidate)
scope_path = project_root / "SCOPE.md"
if scope_path.exists():
pointers["scope"] = str(scope_path)
workplans_path = project_root / "workplans"
if workplans_path.is_dir():
pointers["workplans"] = str(workplans_path)
return {
"agent": agent_name,
@@ -1572,7 +1764,7 @@ def _render_prepare_markdown(bundle: dict) -> str:
for label, path in pointers.items():
lines.append(f"- {label}: {path}")
else:
lines.append("- (no SCOPE.md / TODO.md found)")
lines.append("- (no SCOPE.md / workplans/ found)")
lines.append("")
lines.append("## Session Close")

View File

@@ -0,0 +1,555 @@
"""Atomic cadence promotion across engagement contract layers (ADR-003).
Orchestrates three layers that must stay aligned on promotion:
1. Customer policy — ``loops/*/cadence.yml`` in the engagement repo
2. Scheduler contract — ``activity-definitions/*.md`` → activity-core sync
3. Fleet opt-in — ``.kaizen/schedule.yml`` on roster target repos
See coulomb-loop ADR-002 / ADR-003 and supplier customer-engagement-playbook.
"""
from __future__ import annotations
import os
import re
import subprocess
from dataclasses import dataclass, field
from datetime import date
from pathlib import Path
from typing import Any, Callable
import yaml
from .schedule import ScheduleError, engagement_schedule_yaml, schedule_path
PHASE_ORDER = ("bootstrap", "stabilize", "operate")
PHASE_FILE_PREFIX = {
"bootstrap": "hourly",
"stabilize": "daily",
"operate": "weekly",
}
CADENCE_ENUM = {
"bootstrap": "daily", # hourly crons keep daily enum for resolver filter
"stabilize": "daily",
"operate": "weekly",
}
LOOP_DIR_BY_ID = {
"kaizen-improvement-stack": "kaizen-stack",
"quality-escalation": "quality-escalation",
"registry-hygiene": "registry-hygiene",
"loop-regulator": "regulator",
}
# Activity-definition stems per loop (without phase prefix). Crons come from
# operate_target in cadence.yml when present, else these defaults.
DEFAULT_OPERATE_CRONS: dict[str, dict[str, str]] = {
"kaizen-improvement-stack": {
"metrics-optimize": "0 8 * * 1",
"coach-orientation": "0 9 * * 1",
"optimization-review": "0 10 * * 1",
},
"registry-hygiene": {
"registry-hygiene-sweep": "0 9 * * 1",
},
"quality-escalation": {
"metrics-health-sweep": "0 6 * * 1",
},
"loop-regulator": {
"loop-health-collector": "0 11 * * 1",
},
}
EVENT_DEFINITIONS = frozenset({"low-success-rate-review"})
class PromoteError(Exception):
"""Raised when promotion cannot proceed."""
@dataclass
class PromoteAction:
layer: str
description: str
path: str | None = None
@dataclass
class PromoteResult:
actions: list[PromoteAction] = field(default_factory=list)
errors: list[str] = field(default_factory=list)
@property
def ok(self) -> bool:
return not self.errors
def _next_phase(current: str) -> str | None:
try:
idx = PHASE_ORDER.index(current)
except ValueError:
return None
if idx + 1 >= len(PHASE_ORDER):
return None
return PHASE_ORDER[idx + 1]
def _loop_paths(engagement_repo: Path) -> dict[str, Path]:
loops_root = engagement_repo / "loops"
if not loops_root.is_dir():
raise PromoteError(f"loops/ not found under {engagement_repo}")
mapping: dict[str, Path] = {}
for loop_id, dirname in LOOP_DIR_BY_ID.items():
path = loops_root / dirname / "cadence.yml"
if path.is_file():
mapping[loop_id] = path
if not mapping:
raise PromoteError(f"no loops/*/cadence.yml found under {engagement_repo}")
return mapping
def _load_yaml(path: Path) -> dict[str, Any]:
data = yaml.safe_load(path.read_text(encoding="utf-8"))
if not isinstance(data, dict):
raise PromoteError(f"expected mapping in {path}")
return data
def _write_yaml(path: Path, data: dict[str, Any]) -> None:
path.write_text(yaml.safe_dump(data, sort_keys=False), encoding="utf-8")
def _split_markdown_frontmatter(text: str) -> tuple[dict[str, Any], str]:
if not text.startswith("---"):
raise PromoteError("activity definition missing YAML frontmatter")
parts = text.split("---", 2)
if len(parts) < 3:
raise PromoteError("activity definition frontmatter not closed")
meta = yaml.safe_load(parts[1])
if not isinstance(meta, dict):
raise PromoteError("activity definition frontmatter must be a mapping")
body = parts[2].lstrip("\n")
return meta, body
def _render_markdown(meta: dict[str, Any], body: str) -> str:
header = yaml.safe_dump(meta, sort_keys=False)
return f"---\n{header}---\n\n{body}"
def _roster_repos(engagement_repo: Path) -> list[tuple[str, Path, list[str]]]:
roster_path = engagement_repo / "loops" / "kaizen-stack" / "roster.yaml"
if not roster_path.is_file():
return []
data = _load_yaml(roster_path)
active = data.get("active") or []
repos: list[tuple[str, Path, list[str]]] = []
for entry in active:
if not isinstance(entry, dict):
continue
slug = str(entry.get("slug", ""))
root = entry.get("root")
agents = entry.get("agents") or ["coach", "optimization"]
if slug and root:
repos.append((slug, Path(str(root)), list(agents)))
return repos
def _operate_crons(loop_id: str, cadence: dict[str, Any]) -> dict[str, str]:
target = cadence.get("operate_target")
crons = dict(DEFAULT_OPERATE_CRONS.get(loop_id, {}))
if not isinstance(target, dict):
return crons
if loop_id == "kaizen-improvement-stack":
chain = target.get("chain")
if isinstance(chain, dict):
for stem, cron_key in [
("metrics-optimize", "metrics"),
("coach-orientation", "coach"),
("optimization-review", "optimization"),
]:
if cron_key in chain:
crons[stem] = str(chain[cron_key])
elif loop_id == "registry-hygiene" and "cron" in target:
crons["registry-hygiene-sweep"] = str(target["cron"])
elif loop_id == "quality-escalation" and "sweep_cron" in target:
crons["metrics-health-sweep"] = str(target["sweep_cron"])
elif loop_id == "loop-regulator":
if "collector_cron" in target:
crons["loop-health-collector"] = str(target["collector_cron"])
return crons
def _apply_operate_target(
cadence: dict[str, Any], loop_id: str, promoted_at: str
) -> None:
target = cadence.pop("operate_target", None)
cadence["phase"] = "operate"
cadence["promoted_at"] = promoted_at
if not isinstance(target, dict):
target = {}
if loop_id == "kaizen-improvement-stack":
chain = target.get("chain") or DEFAULT_OPERATE_CRONS[loop_id]
cadence["cron"] = chain.get("metrics", "0 8 * * 1")
cadence["chain"] = {
"metrics": chain.get("metrics", "0 8 * * 1"),
"coach": chain.get("coach", "0 9 * * 1"),
"optimization": chain.get("optimization", "0 10 * * 1"),
}
elif loop_id == "registry-hygiene":
cadence["cron"] = target.get("cron", "0 9 * * 1")
cadence["batch_size"] = target.get("batch_size", 2)
cadence["domain_rotation"] = target.get("domain_rotation", "weekly")
elif loop_id == "quality-escalation":
cadence["cron"] = target.get("sweep_cron", "0 6 * * 1")
cadence["sweep_fallback"] = "weekly-metrics-health-sweep"
cadence.pop("stabilize_target", None)
elif loop_id == "loop-regulator":
cron = target.get("collector_cron", "0 11 * * 1")
cadence["collector_cron"] = cron
cadence["regulator_session_cron"] = target.get("regulator_session_cron", cron)
def _transform_definition(
path: Path,
from_prefix: str,
to_prefix: str,
cron: str,
cadence_enum: str,
) -> Path:
meta, body = _split_markdown_frontmatter(path.read_text(encoding="utf-8"))
old_id = str(meta.get("id", ""))
stem = path.stem.removeprefix(f"{from_prefix}-")
new_id = f"coulomb-{to_prefix}-{stem.replace('-', '-')}"
if old_id.startswith("coulomb-"):
new_id = old_id.replace(f"coulomb-{from_prefix}-", f"coulomb-{to_prefix}-", 1)
meta["id"] = new_id
if isinstance(meta.get("name"), str):
meta["name"] = meta["name"].replace(from_prefix.title(), to_prefix.title())
meta["name"] = re.sub(
rf"\b{from_prefix}\b", to_prefix, meta["name"], flags=re.IGNORECASE
)
trigger = meta.get("trigger")
if isinstance(trigger, dict) and trigger.get("type") == "cron":
trigger["cron_expression"] = cron
for source in meta.get("context_sources") or []:
if isinstance(source, dict):
params = source.get("params")
if isinstance(params, dict) and "cadence" in params:
params["cadence"] = cadence_enum
body = body.replace(f"{from_prefix}-", f"{to_prefix}-")
body = re.sub(rf"\b{from_prefix}\b", to_prefix, body, flags=re.IGNORECASE)
dest = path.with_name(f"{to_prefix}-{stem}.md")
dest.write_text(_render_markdown(meta, body), encoding="utf-8")
if dest != path:
path.unlink()
return dest
def _promote_definitions(
engagement_repo: Path,
from_phase: str,
to_phase: str,
loop_crons: dict[str, dict[str, str]],
*,
dry_run: bool,
result: PromoteResult,
) -> None:
from_prefix = PHASE_FILE_PREFIX[from_phase]
to_prefix = PHASE_FILE_PREFIX[to_phase]
cadence_enum = CADENCE_ENUM[to_phase]
defs_dir = engagement_repo / "activity-definitions"
if not defs_dir.is_dir():
raise PromoteError(f"activity-definitions/ not found under {engagement_repo}")
for loop_id, crons in loop_crons.items():
for stem, cron in crons.items():
src = defs_dir / f"{from_prefix}-{stem}.md"
if not src.is_file():
result.errors.append(f"missing definition file: {src}")
continue
dest = defs_dir / f"{to_prefix}-{stem}.md"
result.actions.append(
PromoteAction(
layer="definitions",
description=f"{src.name}{dest.name} (cron {cron})",
path=str(src),
)
)
if dry_run:
continue
_transform_definition(src, from_prefix, to_prefix, cron, cadence_enum)
# Update event-definition fallback references
for name in EVENT_DEFINITIONS:
path = defs_dir / f"{name}.md"
if not path.is_file():
continue
text = path.read_text(encoding="utf-8")
new_text = text.replace(
f"{from_prefix}-metrics-health-sweep",
f"{to_prefix}-metrics-health-sweep",
)
new_text = new_text.replace(
f"`0 6 * * *`",
f"`{loop_crons.get('quality-escalation', {}).get('metrics-health-sweep', '0 6 * * 1')}`",
)
if new_text != text:
result.actions.append(
PromoteAction(
layer="definitions",
description=f"update fallback reference in {path.name}",
path=str(path),
)
)
if not dry_run:
path.write_text(new_text, encoding="utf-8")
def _promote_cadence_files(
engagement_repo: Path,
to_phase: str,
*,
loop_filter: str | None,
dry_run: bool,
result: PromoteResult,
) -> dict[str, dict[str, str]]:
if to_phase != "operate":
raise PromoteError(f"promotion to '{to_phase}' not implemented yet")
promoted_at = date.today().isoformat()
loop_crons: dict[str, dict[str, str]] = {}
for loop_id, path in _loop_paths(engagement_repo).items():
if loop_filter and loop_filter != loop_id:
continue
data = _load_yaml(path)
current = str(data.get("phase", ""))
if current == to_phase:
loop_crons[loop_id] = _operate_crons(loop_id, data)
continue
if current != "stabilize":
result.errors.append(
f"{loop_id}: cannot promote from phase '{current}' to '{to_phase}'"
)
continue
loop_crons[loop_id] = _operate_crons(loop_id, data)
result.actions.append(
PromoteAction(
layer="cadence",
description=f"{path.relative_to(engagement_repo)}: {current}{to_phase}",
path=str(path),
)
)
if dry_run:
continue
_apply_operate_target(data, loop_id, promoted_at)
_write_yaml(path, data)
roster_path = engagement_repo / "loops" / "kaizen-stack" / "roster.yaml"
if roster_path.is_file() and (
loop_filter is None or loop_filter == "kaizen-improvement-stack"
):
roster = _load_yaml(roster_path)
if roster.get("phase") != to_phase:
result.actions.append(
PromoteAction(
layer="cadence",
description=f"roster.yaml phase → {to_phase}",
path=str(roster_path),
)
)
if not dry_run:
roster["phase"] = to_phase
_write_yaml(roster_path, roster)
return loop_crons
def _sync_roster_phase(
engagement_repo: Path,
to_phase: str,
*,
dry_run: bool,
result: PromoteResult,
) -> None:
roster_path = engagement_repo / "loops" / "kaizen-stack" / "roster.yaml"
if not roster_path.is_file():
return
roster = _load_yaml(roster_path)
if roster.get("phase") == to_phase:
return
result.actions.append(
PromoteAction(
layer="cadence",
description=f"roster.yaml phase → {to_phase}",
path=str(roster_path),
)
)
if not dry_run:
roster["phase"] = to_phase
_write_yaml(roster_path, roster)
def _promote_fleet(
engagement_repo: Path,
engagement_slug: str,
to_phase: str,
*,
dry_run: bool,
result: PromoteResult,
) -> None:
if to_phase != "operate":
return
_sync_roster_phase(engagement_repo, to_phase, dry_run=dry_run, result=result)
for slug, root, agents in _roster_repos(engagement_repo):
if not root.is_dir():
result.errors.append(f"fleet repo root missing: {root} ({slug})")
continue
sched = schedule_path(root)
result.actions.append(
PromoteAction(
layer="fleet",
description=f"{slug}: .kaizen/schedule.yml → weekly ({', '.join(agents)})",
path=str(sched),
)
)
if dry_run:
continue
yaml_text = engagement_schedule_yaml(
engagement_slug,
agents=agents,
bootstrap_cadence="weekly",
)
sched.parent.mkdir(parents=True, exist_ok=True)
sched.write_text(yaml_text, encoding="utf-8")
def _sync_activity_core(
engagement_repo: Path,
activity_core_root: Path | None,
*,
dry_run: bool,
result: PromoteResult,
) -> None:
ac_root = activity_core_root or Path(os.environ.get("ACTIVITY_CORE_ROOT", ""))
if not ac_root or not (ac_root / "src" / "activity_core").is_dir():
result.errors.append(
"activity-core root not found (set --activity-core or ACTIVITY_CORE_ROOT)"
)
return
if not os.environ.get("ACTCORE_DB_URL"):
result.errors.append("ACTCORE_DB_URL not set — skip sync or configure database")
return
cmd = ["uv", "run", "python", "-m", "activity_core.sync_activity_definitions"]
result.actions.append(
PromoteAction(
layer="sync",
description="activity-core sync_activity_definitions",
path=str(ac_root),
)
)
if dry_run:
return
env = os.environ.copy()
env["ACTIVITY_DEFINITION_DIRS"] = str(engagement_repo.resolve())
subprocess.run(cmd, cwd=ac_root, env=env, check=True)
def promote_engagement(
engagement_repo: Path,
*,
engagement_slug: str = "coulomb-loop",
to_phase: str | None = None,
loop: str | None = None,
dry_run: bool = False,
skip_cadence: bool = False,
skip_definitions: bool = False,
skip_fleet: bool = False,
skip_sync: bool = False,
activity_core_root: Path | None = None,
) -> PromoteResult:
"""Run atomic cadence promotion (or dry-run plan)."""
engagement_repo = engagement_repo.resolve()
result = PromoteResult()
if not engagement_repo.is_dir():
result.errors.append(f"engagement repo not found: {engagement_repo}")
return result
# Resolve target phase from first loop if not specified
if to_phase is None:
for path in _loop_paths(engagement_repo).values():
data = _load_yaml(path)
nxt = _next_phase(str(data.get("phase", "bootstrap")))
if nxt:
to_phase = nxt
break
if to_phase is None:
result.errors.append("could not infer target phase (all loops at operate?)")
return result
loop_crons: dict[str, dict[str, str]] = {}
from_phase = (
PHASE_ORDER[PHASE_ORDER.index(to_phase) - 1]
if to_phase in PHASE_ORDER[1:]
else "stabilize"
)
try:
if not skip_cadence:
loop_crons = _promote_cadence_files(
engagement_repo,
to_phase,
loop_filter=loop,
dry_run=dry_run,
result=result,
)
else:
for loop_id, path in _loop_paths(engagement_repo).items():
if loop and loop != loop_id:
continue
loop_crons[loop_id] = _operate_crons(loop_id, _load_yaml(path))
if (
not skip_definitions
and from_phase in PHASE_FILE_PREFIX
and to_phase in PHASE_FILE_PREFIX
):
if from_phase != to_phase:
_promote_definitions(
engagement_repo,
from_phase,
to_phase,
loop_crons,
dry_run=dry_run,
result=result,
)
if not skip_fleet:
_promote_fleet(
engagement_repo,
engagement_slug,
to_phase,
dry_run=dry_run,
result=result,
)
if not skip_sync:
_sync_activity_core(
engagement_repo,
activity_core_root,
dry_run=dry_run,
result=result,
)
except (PromoteError, ScheduleError, subprocess.CalledProcessError) as exc:
result.errors.append(str(exc))
return result

View File

@@ -1,10 +1,18 @@
"""Ecosystem integration adapters (Helix Forge, artifact-store)."""
"""Ecosystem integration adapters (Helix Forge, artifact-store, event bus)."""
from .artifact_store import publish_optimizer_evidence
from .event_bus import (
build_metrics_recorded_envelope,
publish_metrics_recorded_event,
resolve_project_slug,
)
from .helix import HelixCorrelationAdapter, enrich_helix_correlation
__all__ = [
"HelixCorrelationAdapter",
"build_metrics_recorded_envelope",
"enrich_helix_correlation",
"publish_metrics_recorded_event",
"publish_optimizer_evidence",
"resolve_project_slug",
]

View File

@@ -0,0 +1,95 @@
"""NATS event emission for activity-core integration (Pattern 2)."""
from __future__ import annotations
import asyncio
import json
import os
import uuid
from datetime import datetime, timezone
from pathlib import Path
from typing import Any, Dict, Mapping, Optional
EVENT_TYPE_METRICS_RECORDED = "kaizen.metrics.recorded"
DEFAULT_NATS_URL = "nats://localhost:4222"
DEFAULT_PUBLISHER = "kaizen-agentic"
def resolve_project_slug(project_root: Path) -> str:
"""Return state-hub repo slug for a project checkout."""
override = os.environ.get("KAIZEN_PROJECT_SLUG", "").strip()
if override:
return override
return Path(project_root).resolve().name
def metrics_summary_for_event(summary: Mapping[str, Any]) -> Dict[str, Any]:
"""Map ADR-004 summary.json to the LOOP-WP-0002 event contract."""
return {
"success_rate": summary.get("success_rate", 0.0),
"execution_count": summary.get("execution_count", 0),
"avg_quality": summary.get(
"avg_quality",
summary.get("avg_quality_score", 0.0),
),
}
def build_metrics_recorded_envelope(
*,
agent: str,
project: str,
summary: Mapping[str, Any],
event_id: Optional[str] = None,
publisher: str = DEFAULT_PUBLISHER,
) -> Dict[str, Any]:
"""Build an activity-core EventEnvelope dict for kaizen.metrics.recorded."""
timestamp = datetime.now(timezone.utc).strftime("%Y-%m-%dT%H:%M:%SZ")
return {
"id": event_id or str(uuid.uuid4()),
"type": EVENT_TYPE_METRICS_RECORDED,
"version": "1.0",
"timestamp": timestamp,
"publisher": publisher,
"attributes": {
"agent": agent,
"project": project,
"summary": metrics_summary_for_event(summary),
},
}
def nats_subject_for_event(event_type: str) -> str:
"""Subject pattern used by activity-core webhook receiver and event router."""
return f"activity.{event_type}"
async def _publish_bytes(subject: str, payload: bytes, *, nats_url: str) -> None:
try:
import nats
except ImportError as exc:
raise RuntimeError(
"nats-py is required for --emit-event. "
"Install with: pip install 'kaizen-agentic[events]'"
) from exc
nc = await nats.connect(nats_url)
try:
await nc.publish(subject, payload)
await nc.flush()
finally:
await nc.close()
def publish_metrics_recorded_event(
envelope: Mapping[str, Any],
*,
nats_url: Optional[str] = None,
) -> str:
"""Publish envelope to NATS. Returns the subject used."""
url = (nats_url or os.environ.get("NATS_URL") or DEFAULT_NATS_URL).strip()
event_type = str(envelope.get("type", EVENT_TYPE_METRICS_RECORDED))
subject = nats_subject_for_event(event_type)
payload = json.dumps(envelope, sort_keys=True).encode("utf-8")
asyncio.run(_publish_bytes(subject, payload, nats_url=url))
return subject

View File

@@ -27,6 +27,29 @@ DEFAULT_AGENTS: Dict[str, Dict[str, Any]] = {
"tdd-workflow": {"cadence": "monthly", "enabled": False},
}
DEFAULT_TIMEZONE = "Europe/Berlin"
DEFAULT_ENGAGEMENT_AGENTS = ("coach", "optimization")
# Bootstrap cadence presets for customer engagements (coulomb-loop ADR-003).
# Hourly bootstrap keeps cadence enum ``daily`` so activity-core definitions
# filtering ``cadence: daily`` still match while per-repo cron overrides fire
# hourly (see docs/integrations/activity-core-handoff-engagement.md).
ENGAGEMENT_CADENCE_PRESETS: Dict[str, Dict[str, Dict[str, Any]]] = {
"hourly": {
"coach": {"cadence": "daily", "cron": "15 * * * *", "enabled": True},
"optimization": {"cadence": "daily", "cron": "30 * * * *", "enabled": True},
"tdd-workflow": {"cadence": "monthly", "enabled": False},
},
"daily": {
"coach": {"cadence": "daily", "cron": "0 8 * * *", "enabled": True},
"optimization": {"cadence": "daily", "cron": "0 9 * * *", "enabled": True},
"tdd-workflow": {"cadence": "monthly", "enabled": False},
},
"weekly": {
"coach": {"cadence": "weekly", "cron": "0 9 * * 1", "enabled": True},
"optimization": {"cadence": "weekly", "cron": "0 10 * * 1", "enabled": True},
"tdd-workflow": {"cadence": "monthly", "enabled": False},
},
}
class ScheduleError(Exception):
@@ -183,3 +206,56 @@ def default_schedule_yaml(timezone: str = DEFAULT_TIMEZONE) -> str:
)
body = yaml.safe_dump(document, sort_keys=False, default_flow_style=False)
return header + body
def engagement_schedule_yaml(
engagement: str,
*,
agents: Optional[List[str]] = None,
bootstrap_cadence: str = "hourly",
timezone: str = DEFAULT_TIMEZONE,
) -> str:
"""Render a customer-engagement bootstrap schedule for `schedule init --engagement`."""
if bootstrap_cadence not in ENGAGEMENT_CADENCE_PRESETS:
raise ScheduleError(
f"unsupported bootstrap cadence '{bootstrap_cadence}' "
f"(expected one of {', '.join(ENGAGEMENT_CADENCE_PRESETS)})"
)
slug = engagement.strip()
if not slug:
raise ScheduleError("engagement slug must not be empty")
selected = list(agents or DEFAULT_ENGAGEMENT_AGENTS)
if not selected:
raise ScheduleError(
"at least one agent is required for engagement schedule init"
)
preset = ENGAGEMENT_CADENCE_PRESETS[bootstrap_cadence]
agent_entries: Dict[str, Dict[str, Any]] = {}
for name in selected:
if name not in preset:
raise ScheduleError(
f"agent '{name}' has no preset for bootstrap cadence '{bootstrap_cadence}'"
)
agent_entries[name] = dict(preset[name])
if bootstrap_cadence == "hourly":
cadence_note = "hourly crons, daily cadence enum"
else:
cadence_note = f"{bootstrap_cadence} cadence"
document = {
"version": SCHEDULE_VERSION,
"timezone": timezone,
"agents": agent_entries,
}
header = (
"# Kaizen scheduled agent execution manifest (ADR-005)\n"
f"# Engagement: {slug} bootstrap — {cadence_note}\n"
"# Regulator promotes cadence per customer engagement policy (ADR-003).\n"
"# Validate with: kaizen-agentic schedule validate\n"
)
body = yaml.safe_dump(document, sort_keys=False, default_flow_style=False)
return header + body

View File

@@ -0,0 +1,161 @@
"""Tests for atomic engagement cadence promotion."""
from __future__ import annotations
from pathlib import Path
import yaml
from click.testing import CliRunner
from kaizen_agentic.cli import cli
from kaizen_agentic.engagement_promote import promote_engagement
from kaizen_agentic.schedule import schedule_path
def _write_cadence(
repo: Path,
loop_dir: str,
loop_id: str,
phase: str,
*,
with_operate_target: bool = True,
) -> None:
data: dict = {"loop": loop_id, "phase": phase, "regulator_approval": "approved"}
if phase == "stabilize" and with_operate_target:
if loop_id == "kaizen-improvement-stack":
data["operate_target"] = {
"phase": "operate",
"chain": {
"metrics": "0 8 * * 1",
"coach": "0 9 * * 1",
"optimization": "0 10 * * 1",
},
}
elif loop_id == "registry-hygiene":
data["operate_target"] = {
"phase": "operate",
"cron": "0 9 * * 1",
"batch_size": 2,
}
path = repo / "loops" / loop_dir / "cadence.yml"
path.parent.mkdir(parents=True, exist_ok=True)
path.write_text(yaml.safe_dump(data, sort_keys=False), encoding="utf-8")
def _write_definition(repo: Path, name: str, cron: str, cadence: str) -> None:
defs_dir = repo / "activity-definitions"
defs_dir.mkdir(parents=True, exist_ok=True)
stem = name.removeprefix("daily-")
content = f"""---
id: coulomb-daily-{stem}
name: Daily test {stem}
enabled: true
trigger:
type: cron
cron_expression: "{cron}"
context_sources:
- type: kaizen
query: discover_kaizen_scheduled_repos
params:
cadence: {cadence}
---
# Daily {stem}
"""
(repo / "activity-definitions" / name).write_text(content, encoding="utf-8")
def _engagement_fixture(tmp_path: Path) -> Path:
repo = tmp_path / "coulomb-loop"
repo.mkdir()
_write_cadence(repo, "kaizen-stack", "kaizen-improvement-stack", "stabilize")
_write_cadence(repo, "registry-hygiene", "registry-hygiene", "stabilize")
_write_definition(repo, "daily-coach-orientation.md", "0 9 * * *", "daily")
_write_definition(repo, "daily-metrics-optimize.md", "0 8 * * *", "daily")
_write_definition(repo, "daily-optimization-review.md", "0 10 * * *", "daily")
_write_definition(repo, "daily-registry-hygiene-sweep.md", "0 7 * * *", "daily")
roster = {
"version": "1",
"loop": "kaizen-improvement-stack",
"phase": "bootstrap",
"active": [
{
"slug": "pilot-a",
"root": str(tmp_path / "pilot-a"),
"agents": ["coach", "optimization"],
}
],
}
roster_path = repo / "loops" / "kaizen-stack" / "roster.yaml"
roster_path.parent.mkdir(parents=True, exist_ok=True)
roster_path.write_text(yaml.safe_dump(roster, sort_keys=False), encoding="utf-8")
(tmp_path / "pilot-a").mkdir()
return repo
class TestEngagementPromote:
def test_dry_run_lists_all_layers(self, tmp_path: Path) -> None:
repo = _engagement_fixture(tmp_path)
result = promote_engagement(
repo,
to_phase="operate",
dry_run=True,
skip_sync=True,
)
layers = {a.layer for a in result.actions}
assert "cadence" in layers
assert "definitions" in layers
assert "fleet" in layers
assert result.ok
def test_promote_updates_cadence_and_definitions(self, tmp_path: Path) -> None:
repo = _engagement_fixture(tmp_path)
result = promote_engagement(
repo,
to_phase="operate",
skip_fleet=True,
skip_sync=True,
)
assert result.ok
cadence = yaml.safe_load(
(repo / "loops" / "kaizen-stack" / "cadence.yml").read_text()
)
assert cadence["phase"] == "operate"
assert "operate_target" not in cadence
assert (repo / "activity-definitions" / "weekly-coach-orientation.md").is_file()
assert not (
repo / "activity-definitions" / "daily-coach-orientation.md"
).is_file()
def test_fleet_only_writes_schedule(self, tmp_path: Path) -> None:
repo = _engagement_fixture(tmp_path)
# Pre-promote cadence so fleet-only path applies
promote_engagement(repo, to_phase="operate", skip_fleet=True, skip_sync=True)
result = promote_engagement(
repo,
to_phase="operate",
skip_cadence=True,
skip_definitions=True,
skip_sync=True,
)
sched = schedule_path(tmp_path / "pilot-a")
assert sched.is_file()
assert "cadence: weekly" in sched.read_text()
def test_cli_fleet_only(self, tmp_path: Path) -> None:
repo = _engagement_fixture(tmp_path)
runner = CliRunner()
result = runner.invoke(
cli,
[
"schedule",
"promote",
"--engagement-repo",
str(repo),
"--fleet-only",
"--skip-sync",
],
)
assert result.exit_code == 0, result.output
assert "[fleet]" in result.output

View File

@@ -0,0 +1,188 @@
"""Tests for kaizen.metrics.recorded event emission."""
from __future__ import annotations
import json
from pathlib import Path
from unittest.mock import AsyncMock, patch
import pytest
from click.testing import CliRunner
from kaizen_agentic.cli import cli
from kaizen_agentic.integrations.event_bus import (
EVENT_TYPE_METRICS_RECORDED,
build_metrics_recorded_envelope,
metrics_summary_for_event,
nats_subject_for_event,
publish_metrics_recorded_event,
resolve_project_slug,
)
from kaizen_agentic.metrics import MetricsStore
def test_metrics_summary_for_event_maps_avg_quality_score() -> None:
summary = metrics_summary_for_event(
{
"success_rate": 0.75,
"execution_count": 12,
"avg_quality_score": 0.81,
}
)
assert summary == {
"success_rate": 0.75,
"execution_count": 12,
"avg_quality": 0.81,
}
def test_build_metrics_recorded_envelope_shape() -> None:
envelope = build_metrics_recorded_envelope(
agent="coach",
project="kaizen-agentic",
summary={
"success_rate": 0.9,
"execution_count": 5,
"avg_quality_score": 0.85,
},
event_id="test-event-id",
)
assert envelope["id"] == "test-event-id"
assert envelope["type"] == EVENT_TYPE_METRICS_RECORDED
assert envelope["publisher"] == "kaizen-agentic"
assert envelope["attributes"] == {
"agent": "coach",
"project": "kaizen-agentic",
"summary": {
"success_rate": 0.9,
"execution_count": 5,
"avg_quality": 0.85,
},
}
def test_nats_subject_for_event() -> None:
assert nats_subject_for_event("kaizen.metrics.recorded") == (
"activity.kaizen.metrics.recorded"
)
def test_resolve_project_slug_prefers_env(
monkeypatch: pytest.MonkeyPatch, tmp_path: Path
) -> None:
monkeypatch.setenv("KAIZEN_PROJECT_SLUG", "custom-slug")
assert resolve_project_slug(tmp_path / "some-dir") == "custom-slug"
def test_resolve_project_slug_falls_back_to_directory_name(tmp_path: Path) -> None:
project = tmp_path / "kaizen-agentic"
project.mkdir()
assert resolve_project_slug(project) == "kaizen-agentic"
def test_publish_metrics_recorded_event_uses_activity_subject(
monkeypatch: pytest.MonkeyPatch,
) -> None:
published: dict[str, object] = {}
async def fake_publish(subject: str, payload: bytes, *, nats_url: str) -> None:
published["subject"] = subject
published["payload"] = payload
published["url"] = nats_url
monkeypatch.setattr(
"kaizen_agentic.integrations.event_bus._publish_bytes",
fake_publish,
)
envelope = build_metrics_recorded_envelope(
agent="coach",
project="activity-core",
summary={"success_rate": 1.0, "execution_count": 1, "avg_quality_score": 1.0},
event_id="evt-1",
)
subject = publish_metrics_recorded_event(
envelope, nats_url="nats://broker.test:4222"
)
assert subject == "activity.kaizen.metrics.recorded"
assert published["subject"] == "activity.kaizen.metrics.recorded"
body = json.loads(published["payload"].decode())
assert body["attributes"]["project"] == "activity-core"
def test_metrics_record_emit_event_after_append(
tmp_path: Path, monkeypatch: pytest.MonkeyPatch
) -> None:
emitted: list[dict] = []
def capture(envelope, *, nats_url=None):
emitted.append(dict(envelope))
return "activity.kaizen.metrics.recorded"
monkeypatch.setattr(
"kaizen_agentic.cli.publish_metrics_recorded_event",
capture,
)
runner = CliRunner()
result = runner.invoke(
cli,
[
"metrics",
"record",
"coach",
"--target",
str(tmp_path),
"--success",
"--time",
"120",
"--quality",
"0.9",
"--emit-event",
],
)
assert result.exit_code == 0, result.output
assert "Recorded metrics for 'coach'" in result.output
assert "Emitted kaizen.metrics.recorded" in result.output
assert len(emitted) == 1
assert emitted[0]["attributes"]["agent"] == "coach"
assert emitted[0]["attributes"]["project"] == tmp_path.name
assert emitted[0]["attributes"]["summary"]["execution_count"] == 1
store = MetricsStore(tmp_path, "coach")
assert store.read_summary() is not None
def test_metrics_record_skips_emit_on_idempotency_duplicate(
tmp_path: Path,
monkeypatch: pytest.MonkeyPatch,
) -> None:
emitted: list[dict] = []
def capture(envelope, *, nats_url=None):
emitted.append(dict(envelope))
return "activity.kaizen.metrics.recorded"
monkeypatch.setattr(
"kaizen_agentic.cli.publish_metrics_recorded_event",
capture,
)
runner = CliRunner()
common = [
"metrics",
"record",
"coach",
"--target",
str(tmp_path),
"--success",
"--emit-event",
"--idempotency-key",
"session-1",
]
assert runner.invoke(cli, common).exit_code == 0
assert runner.invoke(cli, common).exit_code == 0
assert len(emitted) == 1

View File

@@ -6,11 +6,13 @@ import json
from pathlib import Path
import pytest
import yaml
from click.testing import CliRunner
from kaizen_agentic.cli import cli
from kaizen_agentic.schedule import (
ScheduleError,
engagement_schedule_yaml,
parse_schedule,
schedule_path,
validate_schedule,
@@ -30,6 +32,20 @@ def project_dir(tmp_path: Path) -> Path:
class TestScheduleModule:
def test_engagement_schedule_yaml_hourly_preset(self):
text = engagement_schedule_yaml(
"coulomb-loop",
agents=["coach", "optimization"],
bootstrap_cadence="hourly",
)
assert "Engagement: coulomb-loop bootstrap" in text
body = "\n".join(line for line in text.splitlines() if not line.startswith("#"))
schedule = parse_schedule(yaml.safe_load(body))
coach = schedule.entry_for("coach")
assert coach is not None
assert coach.cadence == "daily"
assert coach.cron == "15 * * * *"
def test_parse_requires_version(self):
with pytest.raises(ScheduleError):
parse_schedule({"agents": {}})
@@ -67,6 +83,67 @@ class TestScheduleCli:
assert path.exists()
assert "coach" in path.read_text()
def test_engagement_init_hourly_bootstrap(
self, runner: CliRunner, project_dir: Path
):
result = runner.invoke(
cli,
[
"schedule",
"init",
"--target",
str(project_dir),
"--engagement",
"coulomb-loop",
"--agents",
"coach,optimization",
"--bootstrap-cadence",
"hourly",
],
)
assert result.exit_code == 0, result.output
text = schedule_path(project_dir).read_text()
assert "Engagement: coulomb-loop bootstrap" in text
assert "cron: 15 * * * *" in text
assert "cadence: daily" in text
assert "Engagement: coulomb-loop" in result.output
def test_engagement_init_validates_unknown_agent(
self, runner: CliRunner, project_dir: Path
):
result = runner.invoke(
cli,
[
"schedule",
"init",
"--target",
str(project_dir),
"--engagement",
"demo",
"--agents",
"not-a-real-agent",
],
)
assert result.exit_code == 1
assert "unknown agent" in result.output
def test_engagement_flags_require_engagement_slug(
self, runner: CliRunner, project_dir: Path
):
result = runner.invoke(
cli,
[
"schedule",
"init",
"--target",
str(project_dir),
"--agents",
"coach",
],
)
assert result.exit_code == 1
assert "--engagement" in result.output
def test_init_no_overwrite_without_force(
self, runner: CliRunner, project_dir: Path
):

15
uv.lock generated
View File

@@ -805,7 +805,7 @@ wheels = [
[[package]]
name = "kaizen-agentic"
version = "1.3.0"
version = "1.4.0"
source = { editable = "." }
dependencies = [
{ name = "click", version = "8.1.8", source = { registry = "https://pypi.org/simple" }, marker = "python_full_version < '3.10'" },
@@ -835,6 +835,9 @@ dev = [
{ name = "pytest-cov", version = "5.0.0", source = { registry = "https://pypi.org/simple" }, marker = "python_full_version < '3.9'" },
{ name = "pytest-cov", version = "7.1.0", source = { registry = "https://pypi.org/simple" }, marker = "python_full_version >= '3.9'" },
]
events = [
{ name = "nats-py" },
]
test = [
{ name = "pytest", version = "8.3.5", source = { registry = "https://pypi.org/simple" }, marker = "python_full_version < '3.9'" },
{ name = "pytest", version = "8.4.2", source = { registry = "https://pypi.org/simple" }, marker = "python_full_version == '3.9.*'" },
@@ -852,6 +855,7 @@ requires-dist = [
{ name = "click", specifier = ">=8.0.0" },
{ name = "flake8", marker = "extra == 'dev'", specifier = ">=5.0.0" },
{ name = "mypy", marker = "extra == 'dev'", specifier = ">=1.0.0" },
{ name = "nats-py", marker = "extra == 'events'", specifier = ">=2.6.0" },
{ name = "pre-commit", marker = "extra == 'dev'", specifier = ">=2.20.0" },
{ name = "pydantic", specifier = ">=2.0.0" },
{ name = "pytest", marker = "extra == 'dev'", specifier = ">=6.0.0" },
@@ -1149,6 +1153,15 @@ wheels = [
{ url = "https://files.pythonhosted.org/packages/79/7b/2c79738432f5c924bef5071f933bcc9efd0473bac3b4aa584a6f7c1c8df8/mypy_extensions-1.1.0-py3-none-any.whl", hash = "sha256:1be4cccdb0f2482337c4743e60421de3a356cd97508abadd57d47403e94f5505", size = 4963 },
]
[[package]]
name = "nats-py"
version = "2.15.0"
source = { registry = "https://pypi.org/simple" }
sdist = { url = "https://files.pythonhosted.org/packages/02/f0/fc5e93f2b0dd14a202590ad9d30eda1955ea872039b5204357348d0f4b1e/nats_py-2.15.0.tar.gz", hash = "sha256:6622c547d9a7d2313d9c147d46c386188f4ec2c7b5c9f9a0438a4d1b55f54a93", size = 75995 }
wheels = [
{ url = "https://files.pythonhosted.org/packages/db/a8/b55606c7c621fb813c8ec78baf201d2c78bf6051091ec0c7ada572999e95/nats_py-2.15.0-py3-none-any.whl", hash = "sha256:9f8d36aa52a9926a88b8f1d70cf1fdce0ad387941479b500ee9ab3e51073cefd", size = 90334 },
]
[[package]]
name = "nodeenv"
version = "1.10.0"

View File

@@ -111,6 +111,17 @@ runs `kaizen-agentic schedule prepare <agent>`.
**Workplan:** KAIZEN-WP-0004 Part 2 + KAIZEN-WP-0006. Patterns: [docs/INTEGRATION_PATTERNS.md](../docs/INTEGRATION_PATTERNS.md).
**Customer engagement (WP-0008, ADR-006)** — a customer repo (e.g. coulomb-loop)
orchestrates loops across a fleet roster; supplier ships playbook + CLI:
- [customer-engagement-playbook](../docs/integrations/customer-engagement-playbook.md)
- [customer-engagement-repo-layout](../docs/integrations/customer-engagement-repo-layout.md)
- [ADR-006](../docs/adr/ADR-006-customer-engagement-convention.md)
- CLI: `schedule init --engagement`, `metrics record --emit-event`
- activity-core handoff: [activity-core-handoff-engagement](../docs/integrations/activity-core-handoff-engagement.md)
Reference customer: coulomb-loop `INTENT.md` (coulomb_social domain).
### artifact-store (P1)
**Evidence retention** — durable registry for generated outputs.

View File

@@ -0,0 +1,303 @@
---
id: KAIZEN-WP-0008
type: workplan
title: "Coulomb-loop supplier engagement (customer-repo playbook)"
domain: custodian
repo: kaizen-agentic
status: done
owner: kaizen-agentic
topic_slug: custodian
customer_repo: coulomb-loop
created: "2026-06-18"
updated: "2026-06-18"
depends_on:
- KAIZEN-WP-0006
- KAIZEN-WP-0004
tasks:
- id: T01
status: done
title: Document customer engagement repo layout from coulomb-loop reference
- id: T02
status: done
title: Add docs/integrations/customer-engagement-playbook.md skeleton
- id: T03
status: done
title: Implement metrics record --emit-event for kaizen.metrics.recorded
- id: T04
status: done
title: Add schedule init --engagement mode for customer repos
- id: T05
status: done
title: Support pilot schedule init on kaizen-agentic the-custodian activity-core
- id: T06
status: done
title: Draft ADR-006 customer engagement convention
- id: T07
status: done
title: Absorb coulomb-loop supplier-notes into playbook v1
- id: T08
status: done
title: ActivityDefinition override manifest design for hybrid sync
- id: T09
status: done
title: Tests for emit-event and engagement init
- id: T10
status: done
title: Update CHANGELOG wiki and cross-link coulomb-loop INTENT
state_hub_workstream_id: "80f473eb-d052-4f50-a633-806f03c469be"
---
# KAIZEN-WP-0008 — Coulomb-loop Supplier Engagement
**Status:** done
**Owner:** kaizen-agentic (supplier)
**Customer:** `coulomb-loop` (coulomb_social domain)
**Depends on:** WP-0006 (schedule contract), WP-0004 (activity-core integration)
## Goal
Deliver supplier capabilities for Coulomb's self-improvement loop engagement and
**generalize learnings** into a reusable customer-repo bootstrap playbook — so the
next engagement requires ≤50% setup effort compared to coulomb-loop.
This workplan is the **supplier mirror** of coulomb-loop LOOP-WP-00010004.
Customer-specific operations stay in `coulomb-loop`; reusable IP stays here.
## Engagement model
```mermaid
flowchart LR
CL[coulomb-loop customer]
KA[kaizen-agentic supplier]
TR[target repos fleet]
AC[activity-core]
CL -->|contracts rosters definitions| AC
KA -->|agents CLI ADRs playbook| CL
KA -->|schedule prepare metrics| TR
AC -->|tasks| TR
```
See coulomb-loop `docs/adr/ADR-002-customer-supplier-boundary.md`.
## Sequencing (per DEC-004 default — smoke-first)
```
Part 1 (T01T02, T05) ── parallel with coulomb-loop smoke test
Part 2 (T03T04, T06T09) ── after first hourly E2E pass
Part 3 (T07T08, T10) ── after LOOP-WP-0004 supplier-notes available
```
---
## Part 1 — Document and support smoke test
## Document customer engagement repo layout
```task
id: KAIZEN-WP-0008-T01
status: done
priority: high
state_hub_task_id: "177bb16c-6239-43f2-8d99-f4498c31d74a"
```
Create `docs/integrations/customer-engagement-repo-layout.md` from coulomb-loop
reference:
```
customer-repo/
INTENT.md SCOPE.md
workplans/LOOP-WP-* or <PREFIX>-WP-*
docs/adr/ docs/decisions/
history/
activity-definitions/ # customer-owned copies
loops/<loop-id>/ # roster cadence health
```
No code — layout contract only.
## Playbook skeleton
```task
id: KAIZEN-WP-0008-T02
status: done
priority: high
state_hub_task_id: "90bd0fc2-6e49-4a59-9a78-91e749cef8a6"
```
Add `docs/integrations/customer-engagement-playbook.md`:
1. Register repo (state-hub `register_project.sh`)
2. Write INTENT + 4 loop workplans
3. Run `fix-consistency`
4. Pilot `schedule init` on target repos
5. Sync ActivityDefinitions to activity-core
6. Bootstrap hourly → regulator promotes cadence
Link to coulomb-loop as reference implementation.
## Support pilot schedule init
```task
id: KAIZEN-WP-0008-T05
status: done
priority: high
state_hub_task_id: "a48598b7-2a33-46ef-8594-6a2702459f39"
```
Completed 2026-06-18 on kaizen-agentic, the-custodian, activity-core. Bootstrap
hourly crons patched manually; friction logged in coulomb-loop `supplier-notes.md`.
Execute on pilot repos (after DEC-001 approval):
```bash
for repo in kaizen-agentic the-custodian activity-core; do
cd ~/$repo
kaizen-agentic schedule init --timezone Europe/Berlin
kaizen-agentic memory init coach
kaizen-agentic memory init optimization
kaizen-agentic schedule validate
done
```
Record friction in coulomb-loop `loops/kaizen-stack/supplier-notes.md`.
---
## Part 2 — Supplier automation
## metrics record --emit-event
```task
id: KAIZEN-WP-0008-T03
status: done
priority: medium
state_hub_task_id: "26ee0f8d-2b69-4796-b276-b76238d67546"
```
Emit NATS event `kaizen.metrics.recorded` when flag set:
```bash
kaizen-agentic metrics record coach --success --time 120 --quality 0.9 --emit-event
```
Payload per coulomb-loop LOOP-WP-0002 T03 / `low-success-rate-review` definition.
Default: off (backward compatible).
## schedule init --engagement
```task
id: KAIZEN-WP-0008-T04
status: done
priority: medium
state_hub_task_id: "62324bd2-1737-4864-889c-56179d0d11e8"
```
Scaffold customer-target schedule with bootstrap crons:
```bash
kaizen-agentic schedule init --engagement coulomb-loop \
--agents coach,optimization --bootstrap-cadence hourly
```
Writes hourly crons per ADR-003; documents engagement slug in schedule comment.
## ADR-006 customer engagement convention
```task
id: KAIZEN-WP-0008-T06
status: done
priority: medium
state_hub_task_id: "5c06cdd9-655d-4837-b725-1f89b83db6d4"
```
`docs/adr/ADR-006-customer-engagement-convention.md` — formalize supplier/customer
split, `.kaizen/` placement in target repos, playbook lifecycle.
## Tests
```task
id: KAIZEN-WP-0008-T09
status: done
priority: medium
state_hub_task_id: "f45077ea-5d24-4a85-bac2-ab9a3f61c20b"
```
Covered by `tests/test_metrics_emit_event.py` and `tests/test_schedule_cli.py`
(engagement init + module presets).
---
## Part 3 — Playbook v1 and hybrid sync design
## Absorb supplier-notes into playbook v1
```task
id: KAIZEN-WP-0008-T07
status: done
priority: low
state_hub_task_id: "0ef49fb5-af2f-4adf-aa90-1ea2cf389d00"
```
After LOOP-WP-0004 T07 draft in coulomb-loop, merge into playbook v1.
Target: second customer can copy template repo and run checklist in one session.
## ActivityDefinition override manifest
```task
id: KAIZEN-WP-0008-T08
status: done
priority: low
state_hub_task_id: "c9bee570-89b5-43e5-aabc-23c7dcc4e30c"
```
Design-only (implements DEC-003 option C): YAML manifest mapping supplier
definition id → customer cron/labels/enabled overrides. No runtime in v1.
## Documentation release
```task
id: KAIZEN-WP-0008-T10
status: done
priority: low
state_hub_task_id: "052a592b-ae7c-4213-9e09-eb8b37119d5e"
```
Update `wiki/EcosystemIntegration.md`, `CHANGELOG [Unreleased]`, cross-link
coulomb-loop INTENT from `docs/integrations/customer-engagement-playbook.md`.
---
## ADR-004 follow-on (customer accepted 2026-06-18)
After bootstrap metrics baseline, supplier may add:
```
kaizen-agentic metrics rotation-signals [--target PATH]
```
Reads `.kaizen/metrics/` + optimizer output; emits saturation score per
`coulomb-loop/loops/regulator/rotation-policy.yml`. Feeds LOOP-WP-0004 T09.
Track as KAIZEN-WP-0008 extension task if needed after T03 ships.
## Out of scope
- activity-core resolver implementation (activity-core repo)
- coulomb-loop workplan execution (customer repo)
- Fleet-wide rollout beyond agreed pilot (DEC-001)
## Success criteria
1. Pilot repos have valid `.kaizen/schedule.yml` via supplier CLI
2. `metrics record --emit-event` enables LOOP-WP-0002 event path
3. Playbook v1 committed; coulomb-loop cited as reference
4. ADR-006 accepted
## Customer workplans (do not duplicate here)
| Customer WP | Supplier support |
|-------------|------------------|
| LOOP-WP-0001 | T05 schedule init; activity-core handoff docs |
| LOOP-WP-0002 | T03 emit-event |
| LOOP-WP-0003 | scope-analyst agent (existing) |
| LOOP-WP-0004 | T07 playbook feedback |