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