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.
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28 KiB
Markdown
717 lines
28 KiB
Markdown
# Forward-Deployed Engagement Architecture
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**Status:** v1.0 accepted (ADR-007)
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**Date:** 2026-07-16
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**Type:** architecture extension
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**Canon ADR:** [ADR-007](adr/ADR-007-forward-deployed-engagement-convention.md)
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**Companion business model:** [wiki/ForwardDeployedAgencyBusinessModel.md](../wiki/ForwardDeployedAgencyBusinessModel.md)
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**Playbook:** [integrations/forward-deployed-engagement-playbook.md](integrations/forward-deployed-engagement-playbook.md)
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**Decisions:** [docs/decisions/DEC-FDA-001-working-defaults.md](decisions/DEC-FDA-001-working-defaults.md) (elevated into ADR-007)
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**Extends:** ADR-002 (memory), ADR-003 (protocols), ADR-005 (schedule), ADR-006 (customer engagement)
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**Pilot tree:** `engagements/pilots/eng-coulomb-railiance01-ho-001/`
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---
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## 1. Purpose
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Extend kaizen-agentic from **installing agent personas into repos** to **staffing
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forward-deployed agents for client engagements**, with:
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1. A client **request → provision** path that yields a bound **agent definition**
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2. Explicit **ramp-up** and **ramp-down** phases
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3. **Confidential client knowledge** separated from supplier Role IP
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4. Hooks for **Kai trial currency** (and later EUR) settlement events
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5. A concrete first engagement: **host-operator for railiance01** (coulomb infra)
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This document is the technical contract. Implementation may land across
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`kaizen-agentic`, customer engagement repos, `activity-core`, State Hub, and
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access systems (`ops-warden`, OpenBao) without collapsing those ownership lines.
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---
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## 2. Goals and non-goals
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### Goals
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- Clients can **request** a Role for named Targets and receive a **provisioned engagement**
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- Each engagement has machine-readable **lifecycle state** and phase checklists
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- Operational knowledge accumulates in a **client-owned vault**, not in the
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supplier catalog by default
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- Ramp-up produces an **operationally aware** agent; ramp-down produces a
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**handoff pack** and access revocation
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- Duty sessions can emit **billing events** (Kai) without putting secrets in the ledger
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- First pilot maps cleanly onto existing **sys-medic** craft + host ops duties
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### Non-goals (v0.1)
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- Full multi-tenant SaaS control plane
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- Autonomous root changes without human gates
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- Replacing activity-core, State Hub, or ops-warden
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- Public Kai cryptocurrency or payment processor integration
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- Guaranteeing 24/7 unattended SRE autonomy
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---
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## 3. Conceptual model
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```
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┌─────────────────────────────────────────────────────────────────┐
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│ Client (company / coulomb project) │
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│ request, fund (Kai), accept handoff, own engagement vault │
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└───────────────┬─────────────────────────────────────────────────┘
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│ EngagementRequest
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▼
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┌─────────────────────────────────────────────────────────────────┐
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│ Agency control plane (kaizen-agentic + optional hub records) │
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│ Role catalog · Engagement lifecycle · Quote/ledger hooks │
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└───────┬─────────────────────────┬───────────────────────────────┘
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│ bind Role + policies │ schedule / prepare
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▼ ▼
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┌───────────────────┐ ┌─────────────────────────────────────────┐
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│ Agent definition │ │ Execution plane │
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│ (engagement-bound │ │ coding agent / Claude · activity-core │
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│ prompt + policy) │ │ sessions on allowed Targets │
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└─────────┬─────────┘ └──────────────────┬──────────────────────┘
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│ writes │ observes / acts (gated)
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▼ ▼
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┌───────────────────┐ ┌─────────────────────────────────────────┐
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│ Engagement vault │ │ Targets (repos, hosts e.g. railiance01) │
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│ CLIENT OWNED │ │ access via warden certs / approved paths│
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└───────────────────┘ └─────────────────────────────────────────┘
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```
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### Core entities
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| Entity | Definition | Owner |
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|--------|------------|-------|
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| **Role** | Versioned supplier product (`host-operator@1.2.0`) — craft + protocols | Supplier |
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| **Client** | Organization or coulomb project account | Client |
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| **Target** | Thing the agent attends (host, cluster, repo, product area) | Client |
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| **Engagement** | Binding of Role × Client × Targets × policy × lifecycle | Shared record; vault is client |
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| **Agent definition** | Concrete prompt + frontmatter materialised for an engagement | Generated; stored per policy |
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| **Engagement vault** | Memory, profiles, session logs, handoff | **Client** |
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| **Duty session** | One execution of the agent under the engagement | Ephemeral |
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| **Ledger entry** | Kai charge/credit for seat/duty/access | Settlement system |
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---
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## 4. Relationship to existing architecture
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| Existing piece | How FDA (forward-deployed agency) uses it |
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|----------------|-------------------------------------------|
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| `agents/agent-*.md` | **Role templates** (generic craft) |
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| `.kaizen/agents/<name>/memory.md` | Becomes **vault path** under engagement scope (not only project-root generic) |
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| Coach / `memory brief` | **Ramp-up orientation** producer |
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| Protocols (`agents/protocols/...`) | Role procedures; engagement may pin versions |
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| `.kaizen/schedule.yml` | Duty cadence on target repos / engagement schedule file |
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| ADR-006 customer engagement repo | Still holds loop contracts; FDA adds **staffed Role engagements** |
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| activity-core | Optional cron fire for scheduled duties |
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| ops-warden / OpenBao | Access class enforcement — never invent secrets in agent prompts |
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| Metrics (ADR-004) | Quality + billing correlates; no secret payloads |
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**Important distinction:**
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- **coulomb-loop style engagement** = improvement *loop* across a *repo roster*
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- **FDA engagement** = *Role staffing* against *Targets* (hosts, systems, teams)
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A client may run both. They share CLI primitives and confidentiality principles
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but different primary artifacts (`loops/` vs `engagements/`).
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---
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## 5. Data model (schemas)
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### 5.1 Role manifest (supplier)
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Path proposal: `roles/<role-id>/ROLE.yaml` (or package data equivalent).
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```yaml
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# roles/host-operator/ROLE.yaml
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apiVersion: kaizen.agentic/v1
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kind: Role
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metadata:
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id: host-operator
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version: "0.1.0"
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title: Host Operator
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category: infrastructure
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capability_tier: 4 # PricingModel multiplier M
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spec:
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description: >
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Competent technical administrator for named Linux hosts — OS currency,
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security posture, load and workload review, operational continuity.
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base_agent: sys-medic # craft inheritance
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protocols:
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- agent: sys-medic
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slug: k3s-node-health-assessment
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- agent: host-operator
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slug: os-security-pass # new protocol for this Role
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- agent: host-operator
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slug: load-workload-review
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memory_template: host-operator # extends sys-medic sections
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default_cadence:
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health_review: daily
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os_security_pass: weekly
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load_review: daily
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access_classes_allowed:
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- read_only
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- host_observe
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- privileged_ops # always gated
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ramp_up:
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checklist_ref: roles/host-operator/ramp-up.md
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exit_criteria:
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- host_baseline_documented
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- access_path_verified
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- first_health_review_complete
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- coach_orientation_filed
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ramp_down:
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checklist_ref: roles/host-operator/ramp-down.md
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exit_criteria:
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- handoff_pack_written
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- open_threads_triaged
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- access_revoked
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- vault_export_confirmed
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billing:
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seat_product: expert_seat_4x
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duty_weights:
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standard_review: 1.0
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deep_assessment: 1.0
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```
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### 5.2 Engagement request (client → agency)
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```yaml
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# Example: engagements/requests/2026-07-16-railiance01-host-operator.yaml
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apiVersion: kaizen.agentic/v1
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kind: EngagementRequest
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metadata:
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id: engreq-coulomb-railiance01-ho-001
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created: "2026-07-16"
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spec:
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client:
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id: coulomb
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domain_slug: railiance # or coulomb_social / custodian as applicable
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billing_account: coulomb-ops-kai
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role:
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id: host-operator
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version_constraint: ">=0.1.0 <1.0.0"
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targets:
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- kind: host
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id: railiance01
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inventory_ref: railiance-hosts # where facts live
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notes: "k3s production; forgejo/apps workloads"
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duty:
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health_review: daily
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os_security_pass: weekly
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load_review: daily
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timezone: Europe/Berlin
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access:
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requested_classes: [host_observe, privileged_ops]
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cert_identity_hint: agt # ops-warden; never store private keys here
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knowledge:
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vault_placement: client_repo # see §6
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confidentiality: client_owned
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commercial:
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currency: kai
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trial: true
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quote_requested: true
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```
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### 5.3 Engagement record (lifecycle source of truth)
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```yaml
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apiVersion: kaizen.agentic/v1
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kind: Engagement
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metadata:
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id: eng-coulomb-railiance01-ho-001
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request_id: engreq-coulomb-railiance01-ho-001
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created: "2026-07-16"
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updated: "2026-07-16"
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status:
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phase: requested # see §7
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# requested | quoting | funded | staffing | ramp_up | operating
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# renewing | ramp_down | closed | cancelled
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spec:
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client: { id: coulomb, billing_account: coulomb-ops-kai }
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role: { id: host-operator, version: "0.1.0" }
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targets:
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- kind: host
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id: railiance01
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agent_definition:
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path: engagements/eng-coulomb-railiance01-ho-001/agent-host-operator.md
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derived_from: agents/agent-sys-medic.md
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vault:
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root: engagements/eng-coulomb-railiance01-ho-001/vault/
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memory: engagements/eng-coulomb-railiance01-ho-001/vault/memory.md
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schedule:
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path: engagements/eng-coulomb-railiance01-ho-001/schedule.yml
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policy:
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confidentiality: client_owned
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human_approval_for: [privileged_ops, package_upgrade, firewall_change, reboot]
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redaction_profile: default-host-ops
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commercial:
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currency: kai
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seat_product: expert_seat_4x
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ledger_ref: kai://coulomb-ops-kai/eng-coulomb-railiance01-ho-001
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```
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### 5.4 Agent definition (engagement-bound)
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Materialised markdown with frontmatter — what the runtime actually loads.
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```yaml
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---
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name: host-operator
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engagement_id: eng-coulomb-railiance01-ho-001
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role_id: host-operator
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role_version: "0.1.0"
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description: Host operator for railiance01 (coulomb engagement)
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category: infrastructure
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memory: enabled
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memory_path: engagements/eng-coulomb-railiance01-ho-001/vault/memory.md
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targets:
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- kind: host
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id: railiance01
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confidentiality: client_owned
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phase: ramp_up
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access_classes: [host_observe, privileged_ops]
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human_approval_for: [privileged_ops, package_upgrade, firewall_change, reboot]
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model: inherit
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---
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```
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Body = Role prompt (from template) + **engagement binding section** (targets,
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escalation contacts, change windows, vault paths, forbidden actions) + phase
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protocol includes.
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Supplier catalog keeps the **unbound** Role template. The bound definition may
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live in the **client engagement repo** (preferred for confidential bindings).
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---
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## 6. Knowledge planes and vault layout
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### 6.1 Placement rules
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| Content | Location | Sync to supplier repo? |
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|---------|----------|------------------------|
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| Role prompt template | `kaizen-agentic/roles/` or `agents/` | N/A (source) |
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| Engagement record + bound definition | Client engagement repo (or client-private store) | No (except non-secret metrics summary if opted-in) |
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| Memory, node profiles, incident notes | **Engagement vault** (client) | **Never** by default |
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| Scrubbed protocol improvement | Supplier PR after client license | Yes, after review |
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| Kai ledger lines | Settlement store | Billing metadata only |
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### 6.2 Vault directory (client-owned)
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```
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engagements/<engagement-id>/
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├── ENGAGEMENT.yaml # lifecycle record
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├── agent-host-operator.md # bound definition
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├── schedule.yml # duty cadence
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├── access-plan.md # how certs/routes work (no secrets)
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├── vault/
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│ ├── memory.md # extended host-operator memory
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│ ├── baselines/
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│ │ └── railiance01.md # OS, packages, known load envelope
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│ ├── session-log/ # optional per-session files
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│ ├── findings/ # durable finding tickets
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│ └── handoff/ # filled during ramp-down
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├── reports/ # client-visible session reports
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└── commercial/
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└── quote.yaml # Kai quote snapshot
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```
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### 6.3 Memory template extension (host-operator)
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Inherits sys-medic sections and adds:
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```markdown
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## Engagement Charter
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<!-- duty, change windows, escalation, out-of-scope -->
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## Host Profiles
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<!-- hostname | role | typical load | services | last review -->
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## OS & Patch State
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<!-- distro | kernel | last update pass | deferred packages | reboot needed? -->
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## Security Posture
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<!-- listening services | firewall notes | cert expiry | known risks -->
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## Load & Workload Envelope
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<!-- CPU/mem/disk baselines | heavy jobs | saturation incidents -->
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## Recurring Findings
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## Cleared Issues
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## Open Threads
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## Session Log
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```
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### 6.4 Redaction gate (supplier craft feedback)
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Before any vault content may influence a public Role update:
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1. Run `kaizen-agentic engagement scrub <engagement-id> --to-lesson`
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2. Output must pass checklist: no hostnames (or allowlisted), no IPs, no user
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names, no secret material, no tenant identifiers
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3. Client marker `contribute_lesson: approved` in engagement record
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4. Human maintainer merges into Role/protocol
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Without steps 3–4, scrubbed output is discarded.
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---
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## 7. Lifecycle state machine
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```
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requested → quoting → funded → staffing → ramp_up → operating ⇄ renewing
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│
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↓
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ramp_down → closed
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Any non-terminal state → cancelled (with partial ramp-down if vault exists)
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```
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### 7.1 Phase responsibilities
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#### `requested`
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- Client submits `EngagementRequest`
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- Agency validates Role exists, Targets well-formed, access classes allowed
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#### `quoting`
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- Produce Kai quote (seat + ramp + estimated duties)
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- Client accepts or revises scope
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#### `funded`
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- Ledger holds seat + ramp-up package (or soft-reserve for internal grants)
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- Insufficient Kai → remain in quoting with `funding_blocked`
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#### `staffing`
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- Pin Role version
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- Materialise bound agent definition
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- Create vault scaffold + schedule
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- Register optional activity-core definition / hub task links
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- Verify access path **without** storing secrets (`warden route`, dry-run SSH, etc.)
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#### `ramp_up`
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Mandatory checklist (host-operator):
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| ID | Criterion | Evidence |
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|----|-----------|----------|
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| RU-01 | Access path verified | access-plan.md + successful observe session |
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| RU-02 | Host baseline documented | vault/baselines/railiance01.md |
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| RU-03 | Coach / orientation brief filed | vault or reports/orientation.md |
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| RU-04 | First health review complete | reports/ + memory session log |
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| RU-05 | Security snapshot initial | OS & Security Posture sections non-empty |
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| RU-06 | Load envelope initial | Load & Workload Envelope non-empty |
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| RU-07 | Escalation contacts confirmed | Engagement Charter |
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| RU-08 | Human approval path tested | dry-run privileged proposal logged |
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Exit: all RU-* done → `operating`. Kai: charge ramp-up package on phase entry
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or exit (pick one; **recommend charge on entry**, refund if cancelled before RU-01).
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#### `operating`
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- Scheduled duties fire (activity-core or manual)
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- Each session: load vault → work → update vault → metrics → ledger duty charge
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- Privileged actions require human approval record
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- Phase may enter `renewing` near seat period end
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#### `ramp_down`
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Mandatory checklist:
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| ID | Criterion | Evidence |
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|----|-----------|----------|
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| RD-01 | Open threads triaged | memory Open Threads resolved or transferred |
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| RD-02 | Handoff pack written | vault/handoff/README.md + baselines export |
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| RD-03 | Outstanding risks listed | handoff/risks.md |
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| RD-04 | Access revoked / certs not renewed | access-plan.md “revoked at …” |
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| RD-05 | Schedule disabled | schedule.yml enabled false / activity-core disabled |
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| RD-06 | Client confirms vault custody | engagement status note |
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| RD-07 | Supplier workspace scrubbed | no client vault copies in kaizen-agentic tree |
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Exit: all RD-* → `closed`. Charge ramp-down package on entry.
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#### `closed`
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- Terminal. Ledger finalised. Definition retained only in client custody
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(supplier may keep engagement id + non-secret metrics aggregate if opted-in).
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---
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## 8. Request → provision API / CLI surface
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Proposed CLI (kaizen-agentic), additive and offline-friendly where possible:
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```bash
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# Client / operator
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kaizen-agentic engagement request --file request.yaml
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kaizen-agentic engagement quote <engagement-id>
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kaizen-agentic engagement fund <engagement-id> --account coulomb-ops-kai
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# Agency staffing
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kaizen-agentic engagement staff <engagement-id> --role host-operator
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kaizen-agentic engagement render-agent <engagement-id>
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kaizen-agentic engagement init-vault <engagement-id>
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# Lifecycle
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kaizen-agentic engagement phase <engagement-id> --to ramp_up
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kaizen-agentic engagement checklist <engagement-id>
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kaizen-agentic engagement phase <engagement-id> --to operating
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kaizen-agentic engagement prepare <engagement-id> # session bundle like schedule prepare
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kaizen-agentic engagement close-session <engagement-id> --metrics ... --kai-duty standard_review
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# Knowledge boundary
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kaizen-agentic engagement scrub <engagement-id> --to-lesson
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kaizen-agentic engagement export-handoff <engagement-id>
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kaizen-agentic engagement phase <engagement-id> --to ramp_down
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kaizen-agentic engagement phase <engagement-id> --to closed
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```
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**Session prepare bundle** includes:
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1. Bound agent definition
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2. Vault memory + baselines
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3. Relevant protocols (pinned)
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4. Access plan (no secrets)
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||
5. Phase-specific instructions (ramp-up vs operate vs ramp-down)
|
||
6. Commercial context (duty type for ledger)
|
||
|
||
This reuses the spirit of `schedule prepare` (ADR-005) with engagement scope.
|
||
|
||
### State Hub (optional index)
|
||
|
||
Do **not** invent workplans by hand in the hub. Options:
|
||
|
||
- Engagement markdown/YAML in client repo + `fix-consistency` if modeled as workplan, **or**
|
||
- Lightweight hub records: progress events only (`add_progress_event`) keyed by engagement id in detail JSON
|
||
|
||
Prefer **files as source of truth** (ADR-001 spirit).
|
||
|
||
---
|
||
|
||
## 9. Access control integration
|
||
|
||
Agents never hold long-lived secrets in definitions or vaults.
|
||
|
||
| Need | Route |
|
||
|------|-------|
|
||
| SSH to railiance01 | `warden sign` / cert_command — ops-warden |
|
||
| API tokens, DB passwords | OpenBao via `warden route` pointers |
|
||
| Tunnel to services | ops-bridge |
|
||
| Authorization decisions | flex-auth (if applicable) |
|
||
|
||
**Access classes** in the engagement record constrain what the agent may *propose*
|
||
and what the prepare bundle states as allowed. Runtime still depends on human
|
||
and cert policy; the definition is policy-as-documentation plus checklist gates.
|
||
|
||
### Privileged ops gate
|
||
|
||
```text
|
||
Agent produces Action Proposal
|
||
→ Engagement policy requires human approval for class
|
||
→ Human records approval in vault/session-log or hub progress event
|
||
→ Agent may execute within stated blast radius
|
||
→ Session close updates Cleared Issues / Findings
|
||
```
|
||
|
||
---
|
||
|
||
## 10. Billing event schema (Kai)
|
||
|
||
Emitted at duty close and phase transitions (implementation may be JSONL local
|
||
ledger first):
|
||
|
||
```json
|
||
{
|
||
"apiVersion": "kaizen.agentic/v1",
|
||
"kind": "KaiLedgerEntry",
|
||
"id": "kai-20260716T100000Z-001",
|
||
"account": "coulomb-ops-kai",
|
||
"engagement_id": "eng-coulomb-railiance01-ho-001",
|
||
"type": "duty_charge",
|
||
"product": "standard_review",
|
||
"capability_tier": 4,
|
||
"access_surcharge_product": "host_observe",
|
||
"amount_kai": 1700,
|
||
"currency": "KAI",
|
||
"session_ref": "reports/2026-07-16-health-review.md",
|
||
"created_at": "2026-07-16T10:00:00Z",
|
||
"metadata": {
|
||
"target": "railiance01",
|
||
"phase": "operating",
|
||
"tokens_vendor_cost_eur": null
|
||
}
|
||
}
|
||
```
|
||
|
||
**Forbidden in ledger:** secrets, full command transcripts with sensitive output,
|
||
raw vault dumps.
|
||
|
||
Seat charges: `type: seat_charge` on period boundaries.
|
||
Ramp packages: `type: ramp_up_charge` / `ramp_down_charge`.
|
||
|
||
---
|
||
|
||
## 11. First example: coulomb host-operator on railiance01
|
||
|
||
### 11.1 Context
|
||
|
||
- **Client:** coulomb (platform / railiance ops)
|
||
- **Target:** host `railiance01` — production k3s node (Forgejo, apps, cluster services per railiance-hosts inventory)
|
||
- **Role:** `host-operator` (tier 4), craft base `sys-medic`
|
||
- **Duty:** keep system operational and secure; OS up to date; regular review of system load and demanding workloads
|
||
|
||
### 11.2 Engagement charter (normative for pilot)
|
||
|
||
**In scope**
|
||
|
||
- OS package currency and reboot planning (with approval)
|
||
- Security hygiene: listeners, basic firewall posture, cert expiry awareness, user/session leftovers
|
||
- Load average, CPU, memory, disk, inode pressure
|
||
- Workload identification: heavy processes, container/pod resource hogs, backup/jobs overlap
|
||
- k3s node health signals (reuse sys-medic protocol where applicable)
|
||
- Documentation of baselines and findings in the engagement vault
|
||
- Recommendations and gated remediation proposals
|
||
|
||
**Out of scope (unless separately engaged)**
|
||
|
||
- Application feature development
|
||
- Unilateral production data deletion
|
||
- Multi-host fleet automation without engagement expansion
|
||
- Secret value retrieval into chat or git
|
||
- Changing DNS, billing, or legal identity systems
|
||
|
||
**Cadence (pilot)**
|
||
|
||
| Duty | When | Protocol |
|
||
|------|------|----------|
|
||
| Health + load review | Daily | load-workload-review + sys-medic assessment subset |
|
||
| OS & security pass | Weekly | os-security-pass |
|
||
| Deep assessment | On demand / monthly | full sys-medic k3s protocol |
|
||
| Incident assist | On demand | privileged gate as needed |
|
||
|
||
### 11.3 Suggested inventory anchors (read-only facts)
|
||
|
||
- `railiance-hosts` inventory and SCOPE (host list, ops-bridge notes)
|
||
- `railiance-apps` / forgejo-on-railiance01 docs for workload expectations
|
||
- Existing sys-medic node profile sections if any prior `.kaizen` memory exists on related repos
|
||
|
||
### 11.4 Ramp-up sequence (pilot runbook)
|
||
|
||
1. Create `EngagementRequest` (YAML above)
|
||
2. Quote + fund from `coulomb-ops-kai` (or internal grant)
|
||
3. `engagement staff` → render agent + vault under client engagement store
|
||
4. Verify observe access to railiance01 (cert path)
|
||
5. Capture baseline: uname, uptime, disk, memory, load, top workloads, k3s node status
|
||
6. Coach brief (if other agent memories exist on related projects)
|
||
7. Complete RU checklist → mark `operating`
|
||
8. Enable daily/weekly schedule entries
|
||
|
||
### 11.5 Ramp-down sequence
|
||
|
||
1. Freeze new duties; finish in-flight session
|
||
2. Triage open threads (transfer to humans or new engagement)
|
||
3. Write handoff pack: baseline, known risks, deferred patches, “how we operate railiance01”
|
||
4. Disable schedules; revoke agent access
|
||
5. Confirm vault remains in client custody
|
||
6. Scrub supplier working trees
|
||
7. Close engagement; finalise Kai ledger
|
||
|
||
### 11.6 Mapping to sys-medic today
|
||
|
||
Until `host-operator` Role package exists:
|
||
|
||
| Need | Temporary approach |
|
||
|------|--------------------|
|
||
| Agent prompt | Install/use `sys-medic` + engagement binding appendix |
|
||
| Memory | Init `.kaizen/agents/sys-medic/` **or** engagement vault path via override |
|
||
| Protocols | Existing k3s-node-health-assessment + draft os/load protocols in engagement repo |
|
||
| Schedule | Manual or activity-core definition owned by client engagement repo |
|
||
|
||
Promotion path: generalize binding appendix into `roles/host-operator/` in
|
||
kaizen-agentic once pilot checklist passes twice.
|
||
|
||
---
|
||
|
||
## 12. Security & compliance checklist
|
||
|
||
- [ ] No secrets in git (engagement YAML, agent definition, vault baselines)
|
||
- [ ] Vault encryption at rest if hosted on shared infra (client policy)
|
||
- [ ] Session transcripts: client retention policy; default not uploaded to supplier
|
||
- [ ] Privileged actions require recorded approval
|
||
- [ ] Redaction gate before any Role craft PR
|
||
- [ ] Access via short-lived certs; no password in prompts
|
||
- [ ] Ledger free of sensitive operational detail
|
||
- [ ] Ramp-down access revocation verified
|
||
|
||
---
|
||
|
||
## 13. Implementation phases
|
||
|
||
### Phase 0 — Spec only (this document + business model)
|
||
- Accept as working draft; no code required
|
||
|
||
### Phase 1 — File-based pilot (minimal code)
|
||
- Directory convention under a client engagement repo
|
||
- Manual phase transitions in ENGAGEMENT.yaml
|
||
- sys-medic + appendix as bound definition
|
||
- JSONL Kai ledger in `commercial/ledger.jsonl`
|
||
- Checklists as markdown
|
||
|
||
### Phase 2 — CLI scaffolding
|
||
- `engagement` command group (request, staff, render-agent, checklist, prepare, scrub)
|
||
- Validate schemas
|
||
- Integrate `memory brief` / metrics record with vault paths
|
||
|
||
### Phase 3 — Orchestration
|
||
- activity-core definitions per engagement schedule
|
||
- Optional State Hub progress events
|
||
- Ledger → quote reporting
|
||
|
||
### Phase 4 — Commercial EUR path
|
||
- FX export from Kai history
|
||
- Hybrid billing metadata
|
||
|
||
---
|
||
|
||
## 14. Acceptance criteria (architecture)
|
||
|
||
1. A client can express an **EngagementRequest** for host-operator @ railiance01
|
||
2. Staffing produces a **bound agent definition** + **client vault** + **schedule**
|
||
3. Ramp-up and ramp-down have **testable exit criteria**
|
||
4. Operating sessions **update client vault**, not supplier `agents/` by default
|
||
5. Each duty can append a **Kai ledger entry** without secrets
|
||
6. Pilot runbook in §11 is executable by an operator in one working day for Phase 1
|
||
|
||
---
|
||
|
||
## 15. Open technical questions
|
||
|
||
Resolved for Phase 1 by [DEC-FDA-001](decisions/DEC-FDA-001-working-defaults.md):
|
||
|
||
| Question | Working default |
|
||
|----------|-----------------|
|
||
| Engagement store | Pilot under `engagements/pilots/` in kaizen-agentic; production vaults client-owned later |
|
||
| Multi-target | One engagement, N targets, N baseline files |
|
||
| Metrics to supplier optimizer | Opt-in, default off |
|
||
| Kai ledger | File JSONL under engagement `commercial/` |
|
||
|
||
Still open (non-blocking):
|
||
|
||
1. Should bound definitions be signed (supply-chain) for production host ops?
|
||
2. When to copy pilot vault to a client-owned repo for pure custody?
|
||
|
||
---
|
||
|
||
## Related documents
|
||
|
||
- [ADR-007](adr/ADR-007-forward-deployed-engagement-convention.md)
|
||
- [forward-deployed-engagement-playbook.md](integrations/forward-deployed-engagement-playbook.md)
|
||
- [DEC-FDA-001](decisions/DEC-FDA-001-working-defaults.md)
|
||
- [roles/host-operator](../roles/host-operator/)
|
||
- [pilot engagement](../engagements/pilots/eng-coulomb-railiance01-ho-001/)
|
||
- [wiki/ForwardDeployedAgencyBusinessModel.md](../wiki/ForwardDeployedAgencyBusinessModel.md)
|
||
- [agency-framework.md](agency-framework.md)
|
||
- [adr/ADR-006-customer-engagement-convention.md](adr/ADR-006-customer-engagement-convention.md)
|
||
- [adr/ADR-005-scheduled-agent-execution.md](adr/ADR-005-scheduled-agent-execution.md)
|
||
- [adr/ADR-002-project-memory-convention.md](adr/ADR-002-project-memory-convention.md)
|
||
- [integrations/customer-engagement-playbook.md](integrations/customer-engagement-playbook.md)
|
||
- [agents/agent-sys-medic.md](../agents/agent-sys-medic.md)
|