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# INTENT Alignment and Role-Agent Automation Readiness
**Date:** 2026-08-20
**Workplan:** KAIZEN-WP-0012
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> **Execution-boundary update, 2026-08-21:** This assessment captured the
> then-live activity-core → rein-aharness intake path. GLAS-WP-0004 subsequently
> proved contract 1.0 across two rein/model constellations. Kaizen blueprints
> and agent instances should now hand a versioned `harness_profile_ref` to
> glas-harness rather than encode a concrete rein, provider, model, or sandbox.
> Scheduling remains with activity-core and task/blueprint intake remains
> caller- or rein-local; the assessment's ownership and budget findings remain
> valid.
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**Assessment:** materially aligned, operationally useful, not yet at the full
`INTENT.md` maturity target
## Executive assessment
KaizenAgentic has grown beyond the prompt library described by the previous
`SCOPE.md` . It now provides most of the **blueprint and improvement-contract
layer** required by `INTENT.md` : versioned agent definitions, project memory,
protocols, execution metrics, feedback, optimizer recommendations, schedule
manifests, preparation bundles, engagement conventions, and a pilot Role
package.
The strategic boundary remains sound. KaizenAgentic should not absorb runtime,
scheduling, credentials, authorization, or durable task lifecycle. Those pieces
now exist elsewhere:
- **role-engine** defines organizational roles;
- **activity-core** schedules activity and emits durable claimable `ops_run`
work;
- **rein-aharness** claims work and runs governed agent sessions;
- **llm-connect** supplies provider-neutral model execution;
- identity, OpenBao/credential routing, and policy systems control access;
- State Hub and repo-local `.kaizen/` state retain coordination and improvement
evidence.
The missing link is a governed, machine-readable chain from a role definition
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through an authorized goal and constrained workforce allocation to a specific
agent assignment and executable instance. The runtime path itself is no longer
hypothetical: activity-core's queue and rein-aharness's generic `agent-session`
approach are implemented. However, the current queue payload and harness intake
do not carry an explicit goal, leader, role, assignment, budget envelope, or
arbitrary agent-instance reference. Rein-aharness currently infers the agent
from a small fixed definition/label map and otherwise defaults to `coach` .
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## Naming and ownership finding
No repository, service, or contract named `role-manager` was found in the
workspace on 2026-08-20. The current role-definition repository is
**role-engine**; its `INTENT.md` is still marked Draft.
This matters because role-engine's `INTENT.md` explicitly says:
- roles are not identities;
- role definitions do not grant permissions;
- live assignment, scheduling, and workflow execution are out of scope;
- machinery should be added only for demonstrated consumer requirements.
Therefore “roles as defined by role-manager” is treated here as “roles defined
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by role-engine.” `agentic-resources` is the best-fit existing repository to
become the **agent workforce and assignment manager** , subject to an explicit
INTENT/SCOPE decision there. That preserves role-engine's catalog boundary and
avoids introducing a role-manager service before a separate runtime service is
actually needed. Consumer-owned assignment manifests can remain the durable
source while agentic-resources indexes, plans, and governs the portfolio.
## Agentic-resources and human-resources finding
`agentic-resources` is **not intent-only** , although its root `SCOPE.md` is a
stale generated placeholder. Its finished AGENTIC-WP-0002 through WP-0011 work
implements a substantial Helix Forge loop:
- capture and normalize Claude, Codex, and Grok coding sessions;
- retain raw/digested memory within storage budgets;
- detect cost, failure, success, and infrastructure-friction signals;
- curate evidence-backed solution patterns with human approval;
- distribute approved patterns into agent environments;
- measure before/after effectiveness and fleet trends;
- publish weekly retrospectives and correlate with Kaizen project metrics.
That is already an **agent performance and development** subsystem. It is a
natural foundation for agent inventory, selection, assignment, capacity
planning, performance review, development, reallocation, and retirement. It
does not currently implement those workforce-management records, nor does its
current session-memory code understand organizational goals or financial
budget envelopes.
`human-resources` is the useful sibling model, but is much earlier: its current
implementation is a draft workflow registry and assessment loop covering
current-state inventory, automation potential, human-touch boundaries, and
readiness. Its INTENT explicitly includes human goal-setting, feedback,
coaching, compensation, workforce planning, and development. The two resource
systems should share vocabulary where useful—goal assignment, accountability,
capacity, performance evidence, development plan, lifecycle—without combining
human-sensitive records with agent telemetry or pretending humans and agents
have identical authority and welfare concerns.
Recommended boundary for agentic-resources:
- **Own:** agent workforce inventory, fit/selection evidence, assignments,
capacity allocations, performance/development plans, portfolio reviews, and
rebalance/retirement recommendations.
- **Consume:** leadership goals and mandates, role-engine definitions, Kaizen
blueprints/metrics, fin-hub constraints, resource-control evidence, State Hub
work/outcomes, and runtime status.
- **Do not own:** company strategy, the meaning of organizational roles,
financial truth or spending authority, resource procurement, credentials,
scheduling, or execution.
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## Assessment against INTENT.md
| INTENT commitment | Current evidence | Assessment |
|---|---|---|
| Canonical mission and operating model | `INTENT.md` , wiki, ADRs, agency and engagement documents | Strong |
| KaizenAgent definition template | Template exists; authoring/docs CLI and 20 packaged definitions exist | Partial: the reference fleet still uses less structure than the full template |
| Meta-optimizer concept | `OptimizationLoop` , metrics summaries, `metrics optimize` , feedback and correlation | Strong foundation; refinement approval/version rollout is not closed-loop |
| Measurable behavior | Execution JSONL, summaries, engagement metrics, event and artifact publication | Implemented, but coverage depends on callers recording closeout evidence |
| Idempotent behavior | Idempotency keys exist in engagement closeout and downstream `ops_run` ; validation is repeatable | Partial: generic blueprint definitions do not yet declare convergence/idempotency semantics uniformly |
| Codebase improvement guidance | Specialized agents, protocols, templates, tutorials, integration patterns | Useful reference implementation; machine-checkable guidance model remains incomplete |
| Relationship among prompts, experiments, mantras, agents, capabilities | Conceptual material and capability metadata exist | Partial: relationships are documented more than schema-validated |
| Product, pricing, revenue, and brand framing | Agency model, Role packages, Kai pilot settlement, wiki framing | Present at pilot level; not yet a repeatable commercial operating system |
| Versioned, testable, reversible units | Package releases, Git history, tests, Role version, ADRs | Strong for code and packages; blueprint compatibility/pinning needs a formal contract |
| Define → deploy → measure → refine → commercialize | Define/deploy/measure are operational; refine and commercialize have working pieces | Maturity target not yet complete |
### Design-principle fit
- **Continuous improvement:** directly represented in metrics, feedback, memory,
optimization, and engagement closeout.
- **Measurable by default:** supported by tooling, but not yet mandatory in every
agent definition or automated run result.
- **Idempotent operations:** present in selected workflows, not expressed as a
required blueprint field or verified per duty.
- **Evidence over intuition:** strong conventions and event/artifact paths exist;
optimizer recommendations still require a clearer promotion gate.
- **Separation of concerns:** strong and increasingly proven by the
activity-core / rein-aharness split.
- **Composable capabilities:** agents, protocols, memory, schedules, Roles, and
integrations are composable, though their shared schema is fragmented.
- **Human-readable and machine-executable:** human-readable coverage is strong;
role-engine roles are not yet machine-readable enough for safe compilation.
- **Rollback-ready evolution:** Git/package rollback exists; assignment,
blueprint pinning, and canary policy need standardization.
- **Compounding value:** evidence can accumulate, but automatic evidence →
approved blueprint revision → controlled rollout is not closed.
## What already works end to end
The ecosystem has the following proven backbone:
```text
activity-core Temporal schedule/event
│
▼
rule action → durable ops_run (idempotent, lease/claim/retry)
│
▼
rein-aharness claim-loop → approach selection
│
▼ labels/approach_hint = agent-session
repo instance policy → kaizen-agentic schedule prepare
│
▼
bounded LLM session → local commit verification
│
▼
ops_run result + State Hub progress + .kaizen metrics
```
Important existing controls include:
- unique per-fire `ops_run` idempotency keys;
- atomic claim with lease, heartbeat API, retry, and terminal failure;
- target-repository mapping on the harness host;
- named tool profiles, autonomy lanes, token budgets, and harness-major pins;
- offline blueprint/memory/metrics preparation;
- local commit verification and no-push runtime policy;
- completion metadata and artifact links in activity-core;
- per-agent metrics and State Hub progress reporting.
This means the next work is integration and governance, not building another
scheduler or agent runtime.
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## Goal, leadership, and budget governance spine
Role automation needs a control hierarchy above the execution backbone:
```text
organizational intent
↓
leadership-owned goals and outcome measures
↓
financial/resource/attention envelopes
↓
agentic-resources workforce plan and RoleAssignment
↓
Kaizen blueprint + consumer-owned AgentInstance
↓
activity-core scheduled duty → rein-aharness bounded run
↓
outcome, cost, evidence, escalation
↓
leadership review + workforce rebalance + blueprint improvement
```
There is no single generic goal/leadership repository in the current
workspace. Goal authority is contextual. For Binky Hedgehog GmbH,
`binky-control` is the ratified company brain: it owns company intent, success
milestones, autonomy lanes, decision queues, and the founder-attention budget.
Other organizations or clients need an equivalent accountable control source.
Agentic-resources may translate a goal into workforce allocation, but it must
not invent or silently reprioritize strategic goals.
Leadership is an accountable relationship, not a prompt adjective. A
`LeadershipMandate` should identify:
- the organization/engagement and accountable leader or leadership agent;
- the goal(s) the leader may decompose and the outcomes it must preserve;
- decision rights, delegation depth, and prohibited commitments;
- who may approve, pause, reallocate, or terminate work;
- reporting/review cadence and the escalation chain;
- conflict-resolution order when goals or constraints compete;
- the time/attention budget expected from human reviewers.
An agent may lead other agents only inside this mandate. Role wording alone
must never create authority, and a leadership agent cannot widen its own budget
or tool grants.
### Budget layers and enforcement
“Budget” must not collapse into one token integer:
| Constraint | Authority/source | Allocation/control | Hard enforcement |
|---|---|---|---|
| Monetary budget, commitments, burn, runway | `fin-hub` | Leadership plus agentic-resources consume bounded constraint signals | Financial/approval systems; no autonomous spend outside an approved envelope |
| Infrastructure/model capacity and technical economics | `resource-control` | Agentic-resources uses forecasts, allocations, and optimization evidence | Platform/provider quotas and owning operators |
| AI-plan entitlement and booked effectiveness | `fin-hub` , joined to State Hub token evidence | Portfolio review and model/profile selection | Provider entitlement plus runtime policy |
| Per-run tokens and wall time | Delegated `ResourceEnvelope` | Agent instance/duty allocation | rein-aharness / llm-connect budget tracker and timeout |
| Concurrent agents and duty capacity | Agentic-resources workforce plan | Assignment allocator | activity-core eligibility plus harness worker/profile limits |
| Human attention and decision load | Organization leadership source; Binky example in `binky-control` | Decision batching and escalation policy | Approval queues and office-hour/autonomy lanes |
Fin-hub already exposes provenance-bearing budget-ceiling, commitment,
burn-pressure, and runway-pressure signals and owns booked AI-plan cost and
entitlements. Resource-control explicitly defers budget authority to fin-hub
and owns resource demand, capacity, utilization, allocation, and technical cost
evidence. Agentic-resources should consume both and allocate agent capacity
within them; it should not create a parallel money ledger or procurement
authority.
The shared `ResourceEnvelope` should support:
- stable ID, authority/source reference, period, scope, and currency/unit;
- hard ceiling, soft target, warning thresholds, and reserve;
- financial, token, wall-time, concurrency, and human-attention dimensions;
- amount allocated, committed, consumed, forecast, and remaining, with unknown
distinct from zero;
- allowed reallocation authority and approval threshold;
- cost-attribution key and goal/assignment/duty correlation;
- exhaustion behavior: refuse, degrade, defer, or prepare an approval package;
- evidence timestamps and supersession/version links.
Activity-core should schedule only eligible allocations, while rein-aharness
enforces the per-run slice. Agentic-resources controls the period/portfolio
allocation and proposes rebalancing. Leadership decides goal priority and any
material budget or authority change.
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## The missing role-to-run contract
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The following records must remain distinct even when one manifest references
several of them:
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| Record | Question answered | Recommended owner |
|---|---|---|
| `RoleDefinition` | What outcomes, duties, authority, interfaces, and evidence define the role? | role-engine |
| `AgentBlueprint` / executable Role package | How can an agent perform a safe subset of those duties? | kaizen-agentic |
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| `StrategicGoal` | What outcome matters, why, by when, and how will success be judged? | Accountable organization/engagement leadership source |
| `LeadershipMandate` | Who may decompose the goal, direct work, decide, and escalate? | Accountable organization/engagement leadership source |
| `ResourceEnvelope` | Which financial, token, time, capacity, and attention constraints apply? | Fin-hub/resource-control/leadership facts composed into a delegated envelope |
| `RoleAssignment` | Which agent instance fills which role, for which goals, within which mandate and envelope? | Recommended: agentic-resources, with consumer-owned manifest as source |
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| `AgentInstance` | Which blueprint, cadence, lane, profile, budget, memory, and runtime pin apply? | Consuming repository, validated by kaizen-agentic and the selected rein |
The first implementation should define a versioned `RoleAssignment` contract
with at least:
- stable assignment ID and lifecycle state;
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- `goal_refs` , accountable outcome owner, and leadership-mandate reference;
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- `role_ref` containing role ID plus immutable revision/version;
- `blueprint_ref` containing agent name plus package/version or content digest;
- client/tenant and one or more target references;
- duty selection: only the role duties delegated to this agent;
- expected outputs and evidence for each duty;
- cadence/event trigger references and timezone;
- autonomy lane, named tool profile, token/time budget, and harness-major pin;
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- resource-envelope references plus duty-level allocation and exhaustion policy;
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- credential-route **references** , never secret values;
- approval and escalation rules derived from role decision rights;
- memory/metrics custody location and retention classification;
- start/end dates, pause/disable switch, owner, and rollback revision.
## Required changes by repository
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### Organization leadership/control source
1. Publish stable goal and leadership-mandate records with accountable owners,
outcomes, measures, priority, horizon, decision rights, and escalation.
2. Delegate bounded financial, capacity, token, time, and attention envelopes;
do not express “use judgment” as unlimited authority.
3. Resolve cross-goal priority and approve material reallocation, spending,
external commitments, or expansion of autonomy.
4. For the Binky company context, reuse `binky-control` intent, milestones,
autonomy lanes, decision packages, and founder-attention policy instead of
creating parallel company governance in an agent repository.
### agentic-resources
1. Deliberately refine INTENT/SCOPE from the implemented Helix Forge
session-improvement subsystem into an agent-workforce control boundary.
2. Define agent inventory, `RoleAssignment` , capacity allocation,
performance/development plan, portfolio review, and retirement contracts.
3. Match roles and blueprints to delegated goals using evidence; record why an
assignment is suitable and which role duties remain unstaffed.
4. Consume fin-hub constraint signals and resource-control evidence to allocate
period budgets without copying financial or resource ledgers.
5. Aggregate run outcomes/costs by goal, role, assignment, and duty; recommend
continue, coach/refine, reallocate, pause, or retire.
6. Require leadership approval for goal reprioritization, material envelope
changes, and authority expansion.
### human-resources
1. Reuse compatible goal, accountability, capacity, review, and development
vocabulary where it helps human/agent collaboration.
2. Keep human-sensitive records, compensation, welfare, employment, and
relational judgment separate from agent telemetry and automated scoring.
3. Represent mixed human-agent teams and handoffs without treating people as
interchangeable compute resources.
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### role-engine
1. Add stable revision metadata or a small machine-readable companion format
after agreeing the consumer need.
2. Structure at least duties, cadence suggestions, decision rights,
escalations, interfaces, and success evidence.
3. Preserve the human-readable role contract as authoritative.
4. Do **not** add assignment, credentials, or scheduling merely to make the
catalog look executable.
### kaizen-agentic
1. Define a `role_ref` and duty-coverage mapping for executable Role packages.
2. Reconcile the local `roles/<id>/ROLE.yaml` concept with role-engine: the
former should be a derived execution package, not a competing organizational
role source.
3. Add a compiler/scaffolder that consumes a pinned role definition plus an
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assignment, goal, mandate, and resource-envelope references and produces:
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- a bound agent blueprint;
- protocols and success metrics;
- `.kaizen/schedule.yml` base/runtime fields;
- activity-core definition/rule fragments;
- validation evidence showing which role duties are covered or excluded.
4. Add schema validation for blueprint version, role revision, idempotency,
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expected output, evidence, goal traceability, budget/refusal behavior, and
escalation metadata.
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5. Close the improvement promotion loop: evidence → proposed blueprint change →
tests/evaluation → human approval → versioned canary → rollback or promote.
### activity-core
1. Keep schedule and queue ownership.
2. Extend the task/`ops_run` contract with structured execution metadata instead
of encoding it only in labels or prose. Minimum useful fields are
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`goal_refs` , `leadership_mandate_ref` , `resource_envelope_ref` ,
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`assignment_id` , `role_id` , `duty_id` , `agent_instance` , `blueprint_ref` ,
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`expected_output` , allocated run budget, and a correlation/run key.
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3. Emit `labels: [automated, agent-session]` and
`approach_hint: agent-session` for governed agent sessions.
4. Resolve only active, enabled assignments and generate a unique run for each
`(assignment, duty, target, scheduled fire)` .
5. Keep prompts, credentials, and raw model output out of `ops_run` records.
### rein-aharness
1. Keep runtime, credentials, policy enforcement, and claim execution ownership.
2. Replace fixed label-to-agent inference for role sessions with an explicit
validated `agent_instance` /blueprint reference from the run contract.
3. Verify the run's assignment is active and its role/blueprint/runtime versions
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match the repo manifest; refuse expired mandates or envelopes.
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4. Enforce duty-level tool profile, target allow-list, budget, timeout,
concurrency, and escalation policy.
5. Return compact structured evidence: outcome, artifact path, commit, target,
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goal/blueprint/role/assignment revisions, allocated/consumed budget,
metrics, and refusal/escalation reason.
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6. Separate deterministic connectors from the LLM session. For example,
Telegram collection or publishing should be bounded adapters; the model
should receive prepared data and should not gain arbitrary network access.
### State Hub and policy/identity systems
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1. Index goals, mandates, envelopes, assignments, and correlation IDs without
becoming their authoritative source or the runtime.
2. Connect `goal → assignment → activity_run → ops_run → harness execution →
artifact/commit → kaizen metrics → workforce review` for audit.
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3. Represent human-needed/refused/escalated outcomes explicitly.
4. Route credential needs through the catalog/OpenBao path and enforce technical
authorization independently of role wording.
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### fin-hub and resource-control
1. Fin-hub remains authoritative for monetary budgets, commitments, burn,
runway, AI-plan booked cost, entitlement, and viability signals.
2. Resource-control remains authoritative for resource identity, demand,
capacity, utilization, allocation evidence, and technical economics.
3. Expose provenance-bearing constraints with stable period/scope keys so
agentic-resources can allocate without guessing or treating unknown as zero.
4. Accept goal/assignment/duty attribution on usage and outcome evidence while
keeping allocation evidence distinct from booked spend.
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## Proposed instance shape
This is a **target contract** , not the current kaizen schedule schema:
```yaml
version: "2"
timezone: Europe/Berlin
harness: 0
assignments:
community-manager-coulomb:
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goal_refs:
- binky-control:goal:coulomb-community-health
leadership_mandate_ref: binky-control:mandate:community-operations
accountable_outcome_owner: founder
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role_ref:
repository: role-engine
id: community-manager
revision: "< immutable-git-revision > "
blueprint_ref:
name: community-manager
package_version: "< kaizen-agentic-version > "
target: coulomb-society-operations
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resource_envelopes:
financial: fin-hub:budget:coulomb-community:2026-Q3
capacity: agentic-resources:envelope:community-ops:2026-W34
attention: binky-control:attention:founder:2026-W34
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duties:
weekly-community-health:
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goal_ref: binky-control:goal:coulomb-community-health
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cadence: weekly
cron: "0 9 * * 1"
enabled: true
expected_output: reports/community-health/YYYY-MM-DD.md
lane: green
tool_profile: community-observe-report
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run_budget_tokens: 40000
run_timeout_seconds: 900
exhaustion: defer-and-report
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approval: none
publication-draft:
cadence: weekly
enabled: false
expected_output: outbox/community-update-YYYY-MM-DD.md
lane: green
tool_profile: community-draft-only
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run_budget_tokens: 30000
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approval: human-before-publish
```
The assignment compiler could initially render this into the current v1
`.kaizen/schedule.yml` plus an activity-core definition. Moving the base
schedule schema to v2 should happen only after kaizen-agentic, activity-core,
and rein-aharness agree the fields and compatibility path.
## Recommended first pilot
Use role-engine's only current role, `community-manager` , but automate a narrow,
low-risk duty rather than claiming the entire role is autonomous.
**Pilot duty:** produce a weekly community-health brief from an approved,
read-only snapshot of community activity.
**Why this duty:** it exercises role revision, assignment, scheduled intake,
blueprint preparation, evidence metrics, and escalation without granting
publishing, moderation, sanctions, membership, or direct messaging authority.
Pilot sequence:
1. Pin the role-engine revision and identify which Community Manager success
criteria the brief measures.
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2. Record the leadership-owned goal, accountable outcome owner, review cadence,
and bounded financial/capacity/attention envelopes.
3. Have agentic-resources create the assignment and allocate a weekly duty/run
budget without copying the authoritative budget ledger.
4. Create a Kaizen blueprint/protocol and tests for evidence quality,
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provenance, privacy handling, and “insufficient evidence” refusal.
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5. Create a consumer-owned assignment and strict read/report-only instance.
6. Have a deterministic adapter place a sanitized activity snapshot in the
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target repo or artifact input; do not expose general Telegram credentials to
the model session.
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7. Register an activity-core weekly definition that emits an `agent-session`
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run with explicit assignment and duty identity.
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8. Run through rein-aharness, producing only a local report commit.
9. Require human review and measure correctness, provenance, usefulness,
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false assertions, runtime, tokens, and escalation quality.
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10. Review goal progress and envelope burn through agentic-resources; reallocate
or pause if marginal value is poor or leadership priorities change.
11. Complete five clean scheduled/forced cycles before removing any manual
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fallback or considering a write-capable duty.
Only after the observation/reporting pilot is stable should the system add
drafting to a human-reviewed outbox. Automatic publishing or moderation should
remain separate, more privileged duties with explicit policy and approval.
## Operational definition of “fully automated”
For this system, fully automated should mean:
- the schedule/event fires without a person;
- an eligible assignment resolves deterministically;
- work is emitted once, claimed safely, and retried within policy;
- the exact role, duty, blueprint, target, runtime, and policy versions are
known before execution;
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- the run traces to a leadership-owned goal, accountable owner, active mandate,
and unexpired resource envelope;
- portfolio and per-run financial/token/time/attention constraints are checked,
with unknown never treated as unlimited or zero;
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- the agent receives bounded context and tools;
- success is verified against an explicit output/evidence contract;
- results and costs are correlated and reviewable;
- refusal, escalation, pause, rollback, and lease recovery work without manual
database repair.
It should **not** mean that every responsibility in a human role is delegated or
that role wording grants technical authority. A role can be fully scheduled
while only its safe, explicitly assigned duties are automated.
## Recommended implementation order
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1. **Ownership decisions:** confirm role-engine as definition source,
agentic-resources as agent-workforce/assignment owner, and the contextual
leadership source for goals and mandates.
2. **Governance contracts:** StrategicGoal, LeadershipMandate,
ResourceEnvelope, RoleAssignment, role-to-blueprint coverage, and structured
`ops_run` execution context.
3. **Constraint integration:** consume fin-hub budget/viability signals,
resource-control capacity evidence, and organization attention/autonomy
policy without duplicating their authority.
4. **Adapters and validation:** Kaizen compiler/scaffolder, agentic-resources
allocator, and explicit role-agent intake in rein-aharness.
5. **Read-only pilot:** Community Manager weekly health brief, human-reviewed,
goal- and budget-correlated, for five clean cycles.
6. **Production controls:** dashboards, alerts, retry/dead-letter policy,
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pause/rollback, version canary, secret-route/policy audit.
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7. **Improvement closure:** use measured pilot evidence to rebalance the agent
portfolio and version/canary a blueprint refinement without rewriting the
leadership goal or source role contract.
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This route reuses the platform that is already live, preserves each
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repository's stated intent, and concentrates new work on the genuinely missing
capability: goal-directed, leadership-accountable, budget-constrained agent
workforce allocation.