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

id	type	title	domain	repo	status	owner	topic_slug	customer_repo	created	updated	depends_on	tasks	state_hub_workstream_id
KAIZEN-WP-0008	workplan	Coulomb-loop supplier engagement (customer-repo playbook)	agents	kaizen-agentic	finished	kaizen-agentic	custodian	coulomb-loop	2026-06-18	2026-06-18	KAIZEN-WP-0006 KAIZEN-WP-0004	id status title T01 done Document customer engagement repo layout from coulomb-loop reference id status title T02 done Add docs/integrations/customer-engagement-playbook.md skeleton id status title T03 done Implement metrics record --emit-event for kaizen.metrics.recorded id status title T04 done Add schedule init --engagement mode for customer repos id status title T05 done Support pilot schedule init on kaizen-agentic the-custodian activity-core id status title T06 done Draft ADR-006 customer engagement convention id status title T07 done Absorb coulomb-loop supplier-notes into playbook v1 id status title T08 done ActivityDefinition override manifest design for hybrid sync id status title T09 done Tests for emit-event and engagement init id status title T10 done Update CHANGELOG wiki and cross-link coulomb-loop INTENT	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

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

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

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

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):

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

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:

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

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:

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

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

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

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

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

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