tegwick
2d347d062f
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.
266 lines
8.1 KiB
Markdown
266 lines
8.1 KiB
Markdown
---
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id: KAIZEN-WP-0009
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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: 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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updated: "2026-07-16"
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depends_on:
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- KAIZEN-WP-0002
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- KAIZEN-WP-0006
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- KAIZEN-WP-0008
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tasks:
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- id: T01
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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: 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: 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: 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: 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: 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: 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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title: CLI engagement command group (request, staff, prepare, checklist, scrub)
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- id: T09
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status: todo
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title: Wire prepare/session-close to vault paths, metrics, and ledger entries
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- id: T10
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status: todo
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title: Run railiance01 host-operator Phase 1 pilot through ramp-up exit
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- id: T11
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status: todo
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title: Absorb pilot friction; ADR for engagement convention; docs cross-links
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state_hub_workstream_id: "70f7afb1-78f1-4e3b-8437-48840b5b58cc"
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---
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# KAIZEN-WP-0009 — Forward-Deployed Agency
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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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## Goal
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Turn kaizen-agentic into an **agentic consulting / forward-deployed agency** capability:
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clients (coulomb ecosystem companies and coulomb ops itself) can **request a Role**,
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receive a **bound agent definition**, run engagements with **ramp-up / operate /
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ramp-down**, keep **operational knowledge client-confidential**, and settle trial
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costs in **Kai** (transitionable to EUR later).
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First concrete pilot: **host-operator** Role attending **railiance01** (OS currency,
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security posture, load and workload review).
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## Background
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Specs already drafted:
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| Doc | Purpose |
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|-----|---------|
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| [wiki/ForwardDeployedAgencyBusinessModel.md](../wiki/ForwardDeployedAgencyBusinessModel.md) | Seats, duties, Kai, confidentiality, conversion |
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| [docs/forward-deployed-engagement-architecture.md](../docs/forward-deployed-engagement-architecture.md) | Lifecycle, schemas, vault, CLI, pilot runbook |
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Existing building blocks: agency memory (ADR-002), protocols (ADR-003), schedule
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prepare (ADR-005), customer engagement convention (ADR-006), `sys-medic` craft.
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## Engagement model (supplier view)
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```
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Client request → quote (Kai) → fund → staff Role → ramp-up → operate → ramp-down
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│
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├─ bound agent definition (client engagement store)
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├─ engagement vault (CLIENT OWNED)
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└─ ledger entries (billing metadata only)
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```
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## Tasks
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## Business model and architecture drafts
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```task
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id: KAIZEN-WP-0009-T01
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status: done
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priority: high
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state_hub_task_id: "a9440a09-00fb-4668-94a7-f02ae14031d2"
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```
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Delivered 2026-07-16:
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- `wiki/ForwardDeployedAgencyBusinessModel.md`
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- `docs/forward-deployed-engagement-architecture.md`
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- Cross-links from PricingModel, RevenueModel, agency-framework
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## Accept open decisions
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```task
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id: KAIZEN-WP-0009-T02
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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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**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: 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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**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: 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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**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: 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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**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: 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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**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: 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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**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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```task
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id: KAIZEN-WP-0009-T08
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status: todo
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priority: medium
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state_hub_task_id: "52f7d872-1087-4890-9439-8d6c704351fd"
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```
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Implement `kaizen-agentic engagement` subcommands (Phase 2 of architecture):
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`request`, `quote`, `staff`, `render-agent`, `init-vault`, `phase`, `checklist`,
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`prepare`, `scrub`, `export-handoff` — minimum viable subset for pilot may be
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`staff`, `checklist`, `prepare`, `phase`.
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Tests for schema validate and checklist status.
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## Session wire-up
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```task
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id: KAIZEN-WP-0009-T09
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status: todo
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priority: medium
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state_hub_task_id: "82ac0b5a-0309-4912-93bf-f05bee2abbc2"
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```
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- `engagement prepare` bundles definition + vault + protocols + access plan
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- Session close path updates vault, `metrics record`, optional Kai duty charge
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- No secrets in prepare output or ledger
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## railiance01 pilot through ramp-up
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```task
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id: KAIZEN-WP-0009-T10
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status: todo
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priority: high
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state_hub_task_id: "6b21da0d-7ba5-4c64-92cb-9237cf71a102"
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```
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Execute architecture §11 ramp-up runbook against railiance01 (observe-class
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access via warden/cert paths). Exit when RU checklist complete and phase
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`operating`. Privileged changes only with recorded human approval.
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Evidence: baseline file, first health report, checklist marks, ledger entries.
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## Absorb and ADR
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```task
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id: KAIZEN-WP-0009-T11
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status: todo
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priority: low
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state_hub_task_id: "f212949d-de22-46de-9ae0-63fc21e2701f"
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```
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- Supplier notes → playbook / architecture v0.2
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- ADR-007 (or equivalent) for engagement convention if T02 promotes it
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- CHANGELOG + wiki links; optional activity-core schedule for daily review
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## Out of scope
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- EUR payment processor / invoicing systems
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- Autonomous root without human gates
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- Replacing ops-warden, OpenBao, activity-core, or State Hub
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- Public Kai cryptocurrency
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- Fleet-wide host-operator rollout beyond railiance01 pilot
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## Success criteria
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1. Specs accepted (T02) and committed as team reference
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2. Pilot engagement files exist with bound definition and client vault
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3. Ramp-up exit criteria met once on railiance01 with evidence
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4. Kai ledger records seat/ramp/duty without confidential payloads
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5. No client vault content merged into supplier `agents/` without scrub + license
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6. CLI or documented manual procedure can re-run prepare/checklist
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## Related
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- [ForwardDeployedAgencyBusinessModel.md](../wiki/ForwardDeployedAgencyBusinessModel.md)
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- [forward-deployed-engagement-architecture.md](../docs/forward-deployed-engagement-architecture.md)
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- [ADR-006](../docs/adr/ADR-006-customer-engagement-convention.md)
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- [agent-sys-medic.md](../agents/agent-sys-medic.md)
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- [KAIZEN-WP-0008](kaizen-agentic-WP-0008-coulomb-loop-supplier-engagement.md)
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