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docs: ADR-007 and FDA playbook; finish WP-0009 (T11) 
Absorb railiance01 pilot supplier notes into the forward-deployed engagement
playbook, accept ADR-007 elevating DEC-FDA-001, promote architecture and
business model to v1.0, and mark KAIZEN-WP-0009 finished.
2026-07-16 12:44:56 +02:00

8.4 KiB
Raw Blame History

id type title domain repo status owner topic_slug created updated depends_on tasks state_hub_workstream_id
KAIZEN-WP-0009 workplan Forward-deployed agency: engagements, Kai ledger, host-operator pilot agents kaizen-agentic finished kaizen-agentic custodian 2026-07-16 2026-07-16
KAIZEN-WP-0002
KAIZEN-WP-0006
KAIZEN-WP-0008
id status title
T01 done Business model and architecture drafts (Kai + engagement lifecycle)
id status title
T02 done Accept or revise open decisions; promote drafts to accepted reference
id status title
T03 done Role package scaffold for host-operator (ROLE.yaml + protocols)
id status title
T04 done Phase 1 file-based engagement layout and pilot ENGAGEMENT for railiance01
id status title
T05 done Bound agent definition from sys-medic craft + engagement binding appendix
id status title
T06 done Ramp-up and ramp-down checklists with exit criteria evidence paths
id status title
T07 done JSONL Kai ledger convention and quote snapshot for pilot
id status title
T08 done CLI engagement command group (request, staff, prepare, checklist, scrub)
id status title
T09 done Wire prepare/session-close to vault paths, metrics, and ledger entries
id status title
T10 done Run railiance01 host-operator Phase 1 pilot through ramp-up exit
id status title
T11 done Absorb pilot friction; ADR for engagement convention; docs cross-links
70f7afb1-78f1-4e3b-8437-48840b5b58cc

KAIZEN-WP-0009 — Forward-Deployed Agency

Status: finished Owner: kaizen-agentic Repo: kaizen-agentic Depends on: WP-0002 (agency memory), WP-0006 (schedule prepare), WP-0008 (customer engagement)

Goal

Turn kaizen-agentic into an agentic consulting / forward-deployed agency capability: clients (coulomb ecosystem companies and coulomb ops itself) can request a Role, receive a bound agent definition, run engagements with ramp-up / operate / ramp-down, keep operational knowledge client-confidential, and settle trial costs in Kai (transitionable to EUR later).

First concrete pilot: host-operator Role attending railiance01 (OS currency, security posture, load and workload review).

Background

Specs already drafted:

Doc Purpose
wiki/ForwardDeployedAgencyBusinessModel.md Seats, duties, Kai, confidentiality, conversion
docs/forward-deployed-engagement-architecture.md Lifecycle, schemas, vault, CLI, pilot runbook

Existing building blocks: agency memory (ADR-002), protocols (ADR-003), schedule prepare (ADR-005), customer engagement convention (ADR-006), sys-medic craft.

Engagement model (supplier view)

Client request → quote (Kai) → fund → staff Role → ramp-up → operate → ramp-down
                     │
                     ├─ bound agent definition (client engagement store)
                     ├─ engagement vault (CLIENT OWNED)
                     └─ ledger entries (billing metadata only)

Tasks

Business model and architecture drafts

id: KAIZEN-WP-0009-T01
status: done
priority: high
state_hub_task_id: "a9440a09-00fb-4668-94a7-f02ae14031d2"

Delivered 2026-07-16:

  • wiki/ForwardDeployedAgencyBusinessModel.md
  • docs/forward-deployed-engagement-architecture.md
  • Cross-links from PricingModel, RevenueModel, agency-framework

Accept open decisions

id: KAIZEN-WP-0009-T02
status: done
priority: high
state_hub_task_id: "d624072d-1939-40f0-bfa2-498a24673b4c"

Delivered 2026-07-16 (working defaults): DEC-FDA-001 — JSONL ledger, engagements/pilots/ placement, one engagement × N targets, metrics opt-in off. Docs promoted to v0.2. Sponsor may override; ADR-007 deferred to T11.

host-operator Role package

id: KAIZEN-WP-0009-T03
status: done
priority: high
state_hub_task_id: "407eae88-a3fe-4da9-80eb-ea92828fd488"

Delivered: roles/host-operator/ — ROLE.yaml v0.1.0, agent-definition, memory-template, ramp-up/down, protocols os-security-pass + load-workload-review, base_agent sys-medic, tier 4.

Phase 1 engagement layout + pilot record

id: KAIZEN-WP-0009-T04
status: done
priority: high
state_hub_task_id: "c90fd780-982f-48ea-a017-2eee44f2e8c7"

Delivered: engagements/pilots/eng-coulomb-railiance01-ho-001/ full tree (ENGAGEMENT, request, schedule, access-plan, vault, checklists, commercial, reports).

Bound agent definition

id: KAIZEN-WP-0009-T05
status: done
priority: high
state_hub_task_id: "e48f0ec3-4258-4650-8c92-eb25e4dca755"

Delivered: agent-host-operator.md bound definition (targets, phase, approval gates, vault path, charter, protocol table).

Ramp checklists

id: KAIZEN-WP-0009-T06
status: done
priority: medium
state_hub_task_id: "3c166660-b4b8-49fc-9dcb-c47e7d676792"

Delivered: Role checklists + pilot checklists/ramp-up-status.md and ramp-down-status.md with evidence paths; linked from ENGAGEMENT.yaml.

Kai ledger (Phase 1)

id: KAIZEN-WP-0009-T07
status: done
priority: medium
state_hub_task_id: "16e90a62-973b-4cc8-ac36-87bfad52e538"

Delivered: commercial/quote.yaml (~72 800 Kai month-1), ledger.jsonl with quote-open note, commercial README.

CLI engagement group

id: KAIZEN-WP-0009-T08
status: done
priority: medium
state_hub_task_id: "52f7d872-1087-4890-9439-8d6c704351fd"

Delivered: kaizen-agentic engagement CLI group + engagement.py module:

list, show, validate, checklist (+ --mark), phase, prepare, staff, quote, scrub, export-handoff.

Tests: tests/test_engagement_cli.py. Docs: CLI cheat sheet section.

Session wire-up

id: KAIZEN-WP-0009-T09
status: done
priority: medium
state_hub_task_id: "82ac0b5a-0309-4912-93bf-f05bee2abbc2"

Delivered: engagement close-session wires vault session log, engagement-scoped metrics (.kaizen/metrics/ under the pilot tree), Kai ledger.jsonl duty charge, and reports/ stub. Rejects sensitive summaries. prepare session-close section points at close-session. Tests cover formula, scrub, and CLI.

railiance01 pilot through ramp-up

id: KAIZEN-WP-0009-T10
status: done
priority: high
state_hub_task_id: "6b21da0d-7ba5-4c64-92cb-9237cf71a102"

Delivered 2026-07-16: Live observe on railiance01 via ssh railiance01 (tegwick). RU-01–08 complete; phase operating. Health: Critical memory pressure (3.8G, no swap), load ≫ 2 cores, k3s API ServiceUnavailable at sample. Evidence: baselines, health-review, privileged dry-run (RU-08), schedule enabled, deep_assessment close-session (4900 Kai). No privileged changes applied.

Absorb and ADR

id: KAIZEN-WP-0009-T11
status: done
priority: low
state_hub_task_id: "f212949d-de22-46de-9ae0-63fc21e2701f"

Delivered 2026-07-16: ADR-007 accepted; forward-deployed engagement playbook v1 with railiance01 supplier-notes table; architecture v1.0; business model v1.0; DEC-FDA-001 elevated; CHANGELOG + cross-links. activity-core host schedule left optional (Phase 3) — documented in playbook.

Out of scope

  • EUR payment processor / invoicing systems
  • Autonomous root without human gates
  • Replacing ops-warden, OpenBao, activity-core, or State Hub
  • Public Kai cryptocurrency
  • Fleet-wide host-operator rollout beyond railiance01 pilot

Success criteria

  1. Specs accepted (T02) and committed as team reference
  2. Pilot engagement files exist with bound definition and client vault
  3. Ramp-up exit criteria met once on railiance01 with evidence
  4. Kai ledger records seat/ramp/duty without confidential payloads
  5. No client vault content merged into supplier agents/ without scrub + license
  6. CLI or documented manual procedure can re-run prepare/checklist

Closure

All tasks T01–T11 done. Workplan finished 2026-07-16.

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