kaizen-agentic/workplans/KAIZEN-WP-0008-coulomb-loop-supplier-engagement.md

---
id: KAIZEN-WP-0008
type: workplan
title: "Coulomb-loop supplier engagement (customer-repo playbook)"
domain: agents
repo: kaizen-agentic
status: finished
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:** finished
**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-0001–0004.
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 (T01–T02, T05)  ── parallel with coulomb-loop smoke test
Part 2 (T03–T04, T06–T09) ── after first hourly E2E pass
Part 3 (T07–T08, 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: "c63b4e59-3797-5b41-99d2-8d2bedd84977"
```

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: "03ca3db6-511b-5e49-93c1-f19d8df0c414"
```

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: "33e8b258-dcbc-5144-8e97-258fbe69f985"
```

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: "257bebed-8676-5c8d-a87d-100f07c29bd3"
```

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: "cdfec704-a3ec-5045-88f2-1c758d6db2e7"
```

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: "87f577e7-466c-50e5-831c-27f165e29029"
```

`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: "fea67e82-11a9-5591-8045-62f2bb29efc6"
```

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: "1b0c03dd-6072-5394-9c93-d6b827bc0e92"
```

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: "62d34189-0d7d-52e2-acc7-cf5aacf09fdd"
```

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: "71323ad6-31b5-5252-b3ba-ccaf83e0f006"
```

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 |