feat: Phase 1 FDA host-operator Role and railiance01 pilot (WP-0009 T02–T07)
Lock DEC-FDA-001 working defaults; add roles/host-operator package with OS/security and load protocols; scaffold eng-coulomb-railiance01-ho-001 with bound agent, vault, ramp checklists, and Kai quote/ledger.
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@ -4,7 +4,7 @@ type: workplan
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title: "Forward-deployed agency: engagements, Kai ledger, host-operator pilot"
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domain: agents
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repo: kaizen-agentic
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status: ready
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status: active
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owner: kaizen-agentic
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topic_slug: custodian
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created: "2026-07-16"
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@ -18,22 +18,22 @@ tasks:
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status: done
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title: Business model and architecture drafts (Kai + engagement lifecycle)
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- id: T02
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status: todo
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status: done
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title: Accept or revise open decisions; promote drafts to accepted reference
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- id: T03
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status: todo
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status: done
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title: Role package scaffold for host-operator (ROLE.yaml + protocols)
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- id: T04
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status: todo
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status: done
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title: Phase 1 file-based engagement layout and pilot ENGAGEMENT for railiance01
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- id: T05
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status: todo
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status: done
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title: Bound agent definition from sys-medic craft + engagement binding appendix
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- id: T06
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status: todo
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status: done
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title: Ramp-up and ramp-down checklists with exit criteria evidence paths
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- id: T07
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status: todo
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status: done
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title: JSONL Kai ledger convention and quote snapshot for pilot
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- id: T08
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status: todo
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@ -52,7 +52,7 @@ state_hub_workstream_id: "70f7afb1-78f1-4e3b-8437-48840b5b58cc"
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# KAIZEN-WP-0009 — Forward-Deployed Agency
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**Status:** ready
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**Status:** active
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**Owner:** kaizen-agentic
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**Repo:** kaizen-agentic
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**Depends on:** WP-0002 (agency memory), WP-0006 (schedule prepare), WP-0008 (customer engagement)
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@ -111,91 +111,76 @@ Delivered 2026-07-16:
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```task
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id: KAIZEN-WP-0009-T02
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status: todo
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status: done
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priority: high
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state_hub_task_id: "d624072d-1939-40f0-bfa2-498a24673b4c"
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```
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Resolve architecture open questions with sponsor:
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1. Kai ledger home (file JSONL vs hub extension)
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2. Engagement store placement (dedicated repo vs railiance-hosts subdirectory)
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3. Multi-target agent binding shape
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4. Default metrics opt-in for supplier optimizer
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Update both draft docs to `accepted` / v0.2 when decided. Optionally promote
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architecture sections into ADR-007.
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**Delivered 2026-07-16 (working defaults):**
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[DEC-FDA-001](../docs/decisions/DEC-FDA-001-working-defaults.md) — JSONL ledger,
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`engagements/pilots/` placement, one engagement × N targets, metrics opt-in off.
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Docs promoted to v0.2. Sponsor may override; ADR-007 deferred to T11.
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## host-operator Role package
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```task
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id: KAIZEN-WP-0009-T03
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status: todo
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status: done
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priority: high
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state_hub_task_id: "407eae88-a3fe-4da9-80eb-ea92828fd488"
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```
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Add supplier Role scaffold per architecture §5.1:
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- `roles/host-operator/ROLE.yaml` (or agreed package path)
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- Protocols: `os-security-pass`, `load-workload-review` (plus reuse sys-medic k3s)
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- Memory template extensions (host profiles, OS/patch, security, load envelope)
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- Capability tier 4; base_agent: sys-medic
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**Delivered:** `roles/host-operator/` — ROLE.yaml v0.1.0, agent-definition,
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memory-template, ramp-up/down, protocols `os-security-pass` + `load-workload-review`,
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base_agent sys-medic, tier 4.
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## Phase 1 engagement layout + pilot record
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```task
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id: KAIZEN-WP-0009-T04
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status: todo
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status: done
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priority: high
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state_hub_task_id: "c90fd780-982f-48ea-a017-2eee44f2e8c7"
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```
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Create file-based engagement tree for pilot (location per T02 decision), including:
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- `ENGAGEMENT.yaml` for `eng-coulomb-railiance01-ho-001`
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- Request YAML, schedule.yml, access-plan.md (no secrets)
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- Empty vault scaffold
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Document the path in architecture §11 if it differs from the draft proposal.
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**Delivered:** `engagements/pilots/eng-coulomb-railiance01-ho-001/` full tree
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(ENGAGEMENT, request, schedule, access-plan, vault, checklists, commercial, reports).
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## Bound agent definition
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```task
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id: KAIZEN-WP-0009-T05
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status: todo
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status: done
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priority: high
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state_hub_task_id: "e48f0ec3-4258-4650-8c92-eb25e4dca755"
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```
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Materialise engagement-bound agent definition from sys-medic + binding appendix
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(targets, phase, human_approval_for, vault paths, charter). Until Role package
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ships, sys-medic + appendix is acceptable; migrate to host-operator when T03 lands.
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**Delivered:** `agent-host-operator.md` bound definition (targets, phase,
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approval gates, vault path, charter, protocol table).
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## Ramp checklists
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```task
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id: KAIZEN-WP-0009-T06
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status: todo
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status: done
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priority: medium
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state_hub_task_id: "3c166660-b4b8-49fc-9dcb-c47e7d676792"
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```
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Author ramp-up (RU-01…RU-08) and ramp-down (RD-01…RD-07) checklists with
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evidence paths matching architecture §7. Link from ENGAGEMENT.yaml.
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**Delivered:** Role checklists + pilot `checklists/ramp-up-status.md` and
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`ramp-down-status.md` with evidence paths; linked from ENGAGEMENT.yaml.
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## Kai ledger (Phase 1)
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```task
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id: KAIZEN-WP-0009-T07
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status: todo
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status: done
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priority: medium
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state_hub_task_id: "16e90a62-973b-4cc8-ac36-87bfad52e538"
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```
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- `commercial/ledger.jsonl` schema per architecture §10
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- Quote snapshot for pilot month-1 seat + ramp + estimated duties
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- Document mint/spend against internal coulomb grant (no real EUR required)
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**Delivered:** `commercial/quote.yaml` (~72 800 Kai month-1), `ledger.jsonl`
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with quote-open note, commercial README.
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## CLI engagement group
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