docs(prd): backlog sharpened for cold sessions — execution footers, splits, D9 parked
- STATUS resume protocol: milestones ordered by due date, skip human-gated tops, named entry points (erp#38 / #51 / write-skill quartet); every issue now carries an Execution footer. - Backlog map: +erp#59 (T14 split from #48), +erp#60 (T11 loop split from #54), retitles, post-replay markers. - D9 meeting capture parked (nice-to-have; calls are iPhone-first). - prd_check.py preserved from the session scratchpad into scripts/ (the closure protocol references the pattern — now it's runnable). Co-Authored-By: Claude Fable 5 <[email protected]>
This commit is contained in:
Claude Fable 5
@@ -2,8 +2,8 @@
|
||||
|
||||
# STATUS — implementation tracker
|
||||
|
||||
> **Status:** 🟢 Current — backlog decomposed into issues (2026-07-11)
|
||||
> **Last Updated:** 2026-07-11
|
||||
> **Status:** 🟢 Current — backlog decomposed into issues (2026-07-11); sharpened with per-issue Execution footers + splits #59/#60 (2026-07-12)
|
||||
> **Last Updated:** 2026-07-12
|
||||
> **Up:** [AI back-office hub](README.md)
|
||||
> **Related:** [POC plan](poc-plan.md) · [Roadmap](roadmap.md) (dated plan; actuals and slips land here)
|
||||
|
||||
@@ -14,19 +14,19 @@
|
||||
| 0 — Foundations | read skills, sandbox + promote, backups, snapshots, bank reco, email ingest, Telegram gateway MVP | ✅ shipped pre-PRD (ledger below) |
|
||||
| 1 — Flagship pipeline | [POC-1](poc-plan.md#poc-1--supplier-invoice-end-to-end) + [POC-5](poc-plan.md#poc-5--model-routing-bench) | ⬜ decomposed → [erp milestone P1](https://gitea.arcodange.lab/arcodange-org/erp/milestone/1) (erp#38–45, #47) |
|
||||
| 2 — Urgent compliance | [POC-6](poc-plan.md#poc-6--e-invoicing-readiness-spike) — **hard deadline 2026-09-01** | ⬜ decomposed → [erp milestone P2](https://gitea.arcodange.lab/arcodange-org/erp/milestone/2) (erp#46) |
|
||||
| 3 — Standing fleet | [POC-2](poc-plan.md#poc-2--pi-sentinel), queue, digest + approval cards | ⬜ decomposed → [erp milestone P3](https://gitea.arcodange.lab/arcodange-org/erp/milestone/3) (erp#48–50) + [gateway#1](https://gitea.arcodange.lab/arcodange/telegram-gateway/issues/1)/[#2](https://gitea.arcodange.lab/arcodange/telegram-gateway/issues/2) |
|
||||
| 3 — Standing fleet | [POC-2](poc-plan.md#poc-2--pi-sentinel), queue, digest + approval cards | ⬜ decomposed → [erp milestone P3](https://gitea.arcodange.lab/arcodange-org/erp/milestone/3) (erp#48–50, #59) + [gateway#1](https://gitea.arcodange.lab/arcodange/telegram-gateway/issues/1)/[#2](https://gitea.arcodange.lab/arcodange/telegram-gateway/issues/2) |
|
||||
| Ledger compliance (cross-cutting) | [Dolibarr verifications](compliance.md#dolibarr-verifications-sandbox-first) | ⬜ decomposed → [erp milestone](https://gitea.arcodange.lab/arcodange-org/erp/milestone/4) (erp#51) |
|
||||
| 4 — Money loops | [POC-3](poc-plan.md#poc-3--reconciliation--payment-recording), dunning, cash report | ⬜ decomposed → [erp milestone P4](https://gitea.arcodange.lab/arcodange-org/erp/milestone/5) (erp#52–53) |
|
||||
| 5 — Fiscal autopilot | [POC-4](poc-plan.md#poc-4--tva-dry-run), compliance calendar | ⬜ decomposed → [erp milestone P5](https://gitea.arcodange.lab/arcodange-org/erp/milestone/6) (erp#54–55) |
|
||||
| 5 — Fiscal autopilot | [POC-4](poc-plan.md#poc-4--tva-dry-run), compliance calendar | ⬜ decomposed → [erp milestone P5](https://gitea.arcodange.lab/arcodange-org/erp/milestone/6) (erp#54–55, #60) |
|
||||
| 6 — Emission era | e-invoice emission + e-reporting — **hard deadline 2027-09-01** | ⬜ not yet decomposed (starts 2027-05; requirements captured by erp#46 deliverable 4) |
|
||||
|
||||
## Backlog map
|
||||
|
||||
Every phase is decomposed into **self-contained issues** (context, deliverables, acceptance criteria, dependencies, PRD links). How a future session resumes: **pick the top unblocked issue of the earliest open milestone** — nothing else is needed; the issue body carries everything. Cross-cutting decisions get their ADRs via [factory#22](https://gitea.arcodange.lab/arcodange-org/factory/issues/22).
|
||||
Every phase is decomposed into **self-contained issues** (context, deliverables, acceptance criteria, dependencies, PRD links); since 2026-07-12 each issue also carries an **Execution footer** — *Blocked by / Blocks / Human gates / Start (worktree + first command) / Done means (evidence comment → PR with `Closes #N` → doc sweep)*. How a future session resumes: **order open milestones by due date, pick the top issue whose "Blocked by" is clear — and skip issues whose only open step is a `[HUMAN]` gate** (surface those in the digest instead of stalling on them; e.g. erp#46 step 1 is operator-owned). Cold-start entry points as of 2026-07-12: **erp#38** (the fleet entry issue), **erp#51** (startable today), **erp#41/#42/#43/#44** (write-skill side, independent of the scaffold). The issue body carries everything; on any doubt the trust order is live system > code > STATUS > leaves. Cross-cutting decisions get their ADRs via [factory#22](https://gitea.arcodange.lab/arcodange-org/factory/issues/22).
|
||||
|
||||
| Repo | Issues |
|
||||
| --- | --- |
|
||||
| [erp](https://gitea.arcodange.lab/arcodange-org/erp/issues) | **P1:** #38 fleet scaffold+AGENTS.md (D8) · #39 golden set+injection fixtures · #40 invoice-extract atom · #41 provenance checker · #42 compliance linter · #43 GED attach op · #44 idempotency keys · #45 POC-5 routing bench (D5) · #47 POC-1 exit gate — **P2:** #46 POC-6 Qonto-as-PA (D4) — **P3:** #48 watchdogs T13/T14 · #49 T17 second-brain hooks (D7) · #50 POC-2 Pi sentinel (D6) — **Compliance:** #51 Dolibarr verifications (FEC/BlockedLog) — **P4:** #52 POC-3 reco+payments · #53 T05 client invoice (D3, ⚠️ July manual ~07-23) — **P5:** #54 fiscal profile+calendar+T11 · #55 POC-4 TVA dry-runs — **Ops:** #56 known-patterns fix · #57 bucket C + document gaps |
|
||||
| [erp](https://gitea.arcodange.lab/arcodange-org/erp/issues) | **P1:** #38 fleet scaffold+AGENTS.md (D8, **entry issue**) · #39 golden set+injection fixtures · #40 invoice-extract atom · #41 provenance checker · #42 compliance linter · #43 GED attach op · #44 idempotency keys · #45 POC-5 routing bench (D5) · #47 POC-1 exit gate (umbrella) — **P2:** #46 POC-6 Qonto-as-PA (D4; step 1 = [HUMAN] Qonto UI) — **P3:** #48 T13 drift watchdog · #59 T14 backup freshness+drill · #49 T17 second-brain hooks (D7; meeting lane D9 parked) · #50 POC-2 Pi sentinel (D6) — **Compliance:** #51 Dolibarr verifications (FEC/BlockedLog, startable today) — **P4:** #52 POC-3 reco+payments · #53 T05 client invoice (D3, ⚠️ July manual ~07-23) — **P5:** #54 fiscal profile+calendar files · #60 T11 reminder loop · #55 POC-4 TVA dry-runs — **Ops (post-replay):** #56 known-patterns fix · #57 bucket C + document gaps |
|
||||
| [telegram-gateway](https://gitea.arcodange.lab/arcodange/telegram-gateway/issues) | #1 Postgres durable queue (D1) · #2 daily digest + approval cards |
|
||||
| [factory](https://gitea.arcodange.lab/arcodange-org/factory/issues) | #22 ADRs as decisions close (D1/D2/D4/D6/D7) |
|
||||
|
||||
|
||||
@@ -192,6 +192,6 @@ To be settled by POC evidence, each closing with a short ADR:
|
||||
| D6 | Pi inference serving | llama.cpp server vs. Ollama on arm64, resource limits, node pinning ([C5](challenges.md#c5--slm-capability-ceiling-on-pi-hardware)) |
|
||||
| D7 | Cluster↔vault access | git clone/pull of the SecondBrain remote (**leaning** — the Gitea remote exists, offline-friendly, reviewable) vs. tunneled Obsidian REST API (M4-only today) vs. keeping vault access M4-exclusive |
|
||||
| D8 | Fleet code home | erp repo `fleet/` next to the skills (**leaning** — the atoms are ERP-domain today; revisit into a dedicated repo when a second domain joins) vs. dedicated fleet repo vs. scattered per existing repo |
|
||||
| D9 | Meeting capture tool (client-project notes lane) | **Leaning: Hyprnote free tier** (rebranded "Char" — local capture + transcription with **speaker diarization and Google Calendar sync both on the free plan**; manual trigger only, auto-record stays off by consent stance) vs. **Meetily** as OSS fallback (MIT, diarization in the community core, no calendar sync — `sb.py` can compensate by matching recording timestamps to the calendar ICS) vs. bare Whisper-class + Ornith |
|
||||
| D9 | Meeting capture tool (client-project notes lane) — **parked 2026-07-12, nice-to-have** (first client calls happen on the iPhone: a phone call precedes the Meet, which desktop capture doesn't cover; revisit when desktop meetings become routine) | **Leaning: Hyprnote free tier** (rebranded "Char" — local capture + transcription with **speaker diarization and Google Calendar sync both on the free plan**; manual trigger only, auto-record stays off by consent stance) vs. **Meetily** as OSS fallback (MIT, diarization in the community core, no calendar sync — `sb.py` can compensate by matching recording timestamps to the calendar ICS) vs. bare Whisper-class + Ornith |
|
||||
|
||||
D4–D6 close with their mapped POCs ([POC-6](poc-plan.md#poc-6--e-invoicing-readiness-spike), [POC-5](poc-plan.md#poc-5--model-routing-bench), [POC-2](poc-plan.md#poc-2--pi-sentinel)); D1–D2 are settled while building phase 3's standing fleet (the queue and scheduler *are* its skeleton); D3 lands with phase 4's money loops; D7 closes when the first cluster-side atom needs vault context (phase 3 at the earliest); D8 rides POC-1 — the first atoms need their home on day one; D9 closes on diarization quality judged over a **real bilingual call** (EN client / FR partner) — erp#49 carries the steps.
|
||||
D4–D6 close with their mapped POCs ([POC-6](poc-plan.md#poc-6--e-invoicing-readiness-spike), [POC-5](poc-plan.md#poc-5--model-routing-bench), [POC-2](poc-plan.md#poc-2--pi-sentinel)); D1–D2 are settled while building phase 3's standing fleet (the queue and scheduler *are* its skeleton); D3 lands with phase 4's money loops; D7 closes when the first cluster-side atom needs vault context (phase 3 at the earliest); D8 rides POC-1 — the first atoms need their home on day one; D9 is **parked** (nice-to-have; calls are iPhone-first today) — erp#49 carries the wake-up steps (gate: diarization quality on a real bilingual call).
|
||||
|
||||
@@ -0,0 +1,230 @@
|
||||
#!/usr/bin/env python3
|
||||
"""Mechanical link/anchor + convention checks for the ai-back-office PRD tree."""
|
||||
import re
|
||||
import difflib
|
||||
from pathlib import Path
|
||||
|
||||
BASE = Path("/Users/gabrielradureau/Work/Arcodange/factory/.claude/worktrees/client-dossier-synergy/vibe/PRD/ai-back-office")
|
||||
FILES = ["README.md", "task-inventory.md", "agent-architecture.md", "model-fleet.md", "compliance.md", "roadmap.md", "agent-catalog.md",
|
||||
"challenges.md", "poc-plan.md", "qa-strategy.md", "STATUS.md"]
|
||||
|
||||
LINK_RE = re.compile(r'\[([^\]]*)\]\(([^)\s]+)(?:\s+"[^"]*")?\)')
|
||||
HEADING_RE = re.compile(r'^(#{1,6})\s+(.+?)\s*$')
|
||||
|
||||
|
||||
def strip_md(text: str) -> str:
|
||||
text = re.sub(r'\[([^\]]*)\]\([^)]*\)', r'\1', text) # links -> text
|
||||
text = text.replace('`', '')
|
||||
return text
|
||||
|
||||
|
||||
def slugify(text: str) -> str:
|
||||
"""GitHub-style slug per the given spec: lowercase; keep alnum/space/hyphen; space->hyphen."""
|
||||
t = strip_md(text).strip().lower()
|
||||
kept = ''.join(ch for ch in t if ch.isalnum() or ch in ' -')
|
||||
return kept.replace(' ', '-')
|
||||
|
||||
|
||||
def load(path: Path):
|
||||
return path.read_text(encoding='utf-8').splitlines()
|
||||
|
||||
|
||||
def headings_and_slugs(path: Path):
|
||||
"""Return ordered list of (level, text) headings outside code fences, plus slug set with GitHub dup handling."""
|
||||
slugs = {}
|
||||
heads = []
|
||||
in_fence = False
|
||||
for line in load(path):
|
||||
if line.strip().startswith('```'):
|
||||
in_fence = not in_fence
|
||||
continue
|
||||
if in_fence:
|
||||
continue
|
||||
m = HEADING_RE.match(line)
|
||||
if m:
|
||||
text = m.group(2)
|
||||
heads.append((len(m.group(1)), text))
|
||||
base = slugify(text)
|
||||
if base in slugs:
|
||||
slugs[base] += 1
|
||||
slugs[f"{base}-{slugs[base]}"] = 0
|
||||
else:
|
||||
slugs[base] = 0
|
||||
return heads, set(slugs.keys())
|
||||
|
||||
|
||||
def extract_links(path: Path):
|
||||
"""(lineno, text, target) for every markdown link."""
|
||||
out = []
|
||||
for i, line in enumerate(load(path), 1):
|
||||
for m in LINK_RE.finditer(line):
|
||||
out.append((i, m.group(1), m.group(2)))
|
||||
return out
|
||||
|
||||
|
||||
def main():
|
||||
slug_cache = {}
|
||||
|
||||
def slugs_for(p: Path):
|
||||
rp = p.resolve()
|
||||
if rp not in slug_cache:
|
||||
slug_cache[rp] = headings_and_slugs(rp)[1] if rp.exists() else set()
|
||||
return slug_cache[rp]
|
||||
|
||||
broken = []
|
||||
total_links = 0
|
||||
for fname in FILES:
|
||||
fpath = BASE / fname
|
||||
for lineno, text, target in extract_links(fpath):
|
||||
total_links += 1
|
||||
t = target.strip('<>')
|
||||
if t.startswith(('http://', 'https://', 'mailto:')):
|
||||
continue
|
||||
if '#' in t:
|
||||
pathpart, anchor = t.split('#', 1)
|
||||
else:
|
||||
pathpart, anchor = t, None
|
||||
if pathpart:
|
||||
resolved = (fpath.parent / pathpart).resolve()
|
||||
if not resolved.exists():
|
||||
broken.append(f"{fname}:{lineno} -> {target} [MISSING FILE {resolved}]")
|
||||
continue
|
||||
else:
|
||||
resolved = fpath.resolve()
|
||||
if anchor is not None:
|
||||
if resolved.suffix != '.md':
|
||||
broken.append(f"{fname}:{lineno} -> {target} [ANCHOR ON NON-MD]")
|
||||
continue
|
||||
sl = slugs_for(resolved)
|
||||
if anchor not in sl:
|
||||
близ = difflib.get_close_matches(anchor, sl, n=2)
|
||||
broken.append(f"{fname}:{lineno} -> {target} [UNRESOLVED ANCHOR; close: {близ}]")
|
||||
|
||||
print("=== JOB 1: LINK & ANCHOR CHECK ===")
|
||||
print(f"total links scanned: {total_links}")
|
||||
if broken:
|
||||
for b in broken:
|
||||
print("BROKEN:", b)
|
||||
else:
|
||||
print("all relative file links + anchors resolve: NONE BROKEN")
|
||||
|
||||
# ---------------- Job 2 mechanical parts ----------------
|
||||
print("\n=== JOB 2a: BREADCRUMBS ===")
|
||||
crumb_re = re.compile(r'^(\[[^\]]+\]\([^)]+\) > )+\*\*[^*]+\*\*$')
|
||||
for fname in FILES:
|
||||
first = load(BASE / fname)[0]
|
||||
ok = bool(crumb_re.match(first))
|
||||
print(f"{fname}:1 breadcrumb {'OK' if ok else 'VIOLATION: ' + first!r}")
|
||||
|
||||
print("\n=== JOB 2b: HEADER BLOCKQUOTE (Status + Last Updated) ===")
|
||||
for fname in FILES:
|
||||
lines = load(BASE / fname)
|
||||
bq = [l for l in lines[:12] if l.startswith('>')]
|
||||
joined = '\n'.join(bq)
|
||||
has_status = '**Status:**' in joined
|
||||
mdate = re.search(r'\*\*Last Updated:\*\*\s*(\S+)', joined)
|
||||
date = mdate.group(1) if mdate else None
|
||||
ok = has_status and date == '2026-07-11'
|
||||
print(f"{fname}: Status={'Y' if has_status else 'N'} LastUpdated={date} -> {'OK' if ok else 'VIOLATION'}")
|
||||
|
||||
print("\n=== JOB 2c: TOMBSTONE SCAN (eyeball hits) ===")
|
||||
tomb = re.compile(r'(?i)previously|formerly|renamed from|was renamed|no longer|used to be|correction \(|changelog|superseded|deprecated|instead of the old|updated? on \d{4}')
|
||||
hits = 0
|
||||
for fname in FILES:
|
||||
for i, line in enumerate(load(BASE / fname), 1):
|
||||
if tomb.search(line):
|
||||
hits += 1
|
||||
print(f"{fname}:{i}: {line.strip()[:140]}")
|
||||
if not hits:
|
||||
print("no tombstone-pattern hits")
|
||||
|
||||
print("\n=== JOB 2d: BIDIRECTIONAL LINKS ===")
|
||||
hub_text = (BASE / "README.md").read_text()
|
||||
leaves = [f for f in FILES if f != "README.md"]
|
||||
for leaf in leaves:
|
||||
in_hub = f']({leaf})' in hub_text or f']({leaf}#' in hub_text
|
||||
leaf_text = (BASE / leaf).read_text()
|
||||
back = '](README.md)' in leaf_text or '](README.md#' in leaf_text
|
||||
print(f"{leaf}: hub->leaf {'OK' if in_hub else 'MISSING'} | leaf->hub {'OK' if back else 'MISSING'}")
|
||||
|
||||
print("\n=== JOB 2e: MERMAID CONVENTION ===")
|
||||
for fname in FILES:
|
||||
lines = load(BASE / fname)
|
||||
i = 0
|
||||
while i < len(lines):
|
||||
if lines[i].strip().startswith('```mermaid'):
|
||||
start = i
|
||||
first_inner = lines[i + 1].strip() if i + 1 < len(lines) else ''
|
||||
has_init = first_inner.startswith('%%{init')
|
||||
j = i + 1
|
||||
while j < len(lines) and not lines[j].strip().startswith('```'):
|
||||
j += 1
|
||||
k = j + 1
|
||||
while k < len(lines) and lines[k].strip() == '':
|
||||
k += 1
|
||||
followed = k < len(lines) and re.match(r'^1[.)]\s', lines[k].strip())
|
||||
print(f"{fname}:{start+1} mermaid: init={'OK' if has_init else 'MISSING'} numbered-list-after={'OK' if followed else 'MISSING'}")
|
||||
i = j
|
||||
i += 1
|
||||
|
||||
print("\n=== JOB 2f: ID CONSISTENCY SCAN ===")
|
||||
# definitions from headings
|
||||
def defined_ids(fname, pat):
|
||||
heads, _ = headings_and_slugs(BASE / fname)
|
||||
out = set()
|
||||
for _, h in heads:
|
||||
m = re.match(pat, h)
|
||||
if m:
|
||||
out.add(m.group(1))
|
||||
return out
|
||||
|
||||
tasks_def = defined_ids("task-inventory.md", r'^(T\d{2})\b')
|
||||
chal_def = defined_ids("challenges.md", r'^(C\d{1,2})\b')
|
||||
poc_def = defined_ids("poc-plan.md", r'^(POC-\d)\b')
|
||||
|
||||
refs = {'T': {}, 'C': {}, 'POC': {}, 'D': {}, 'A': {}, 'phase': {}}
|
||||
for fname in FILES:
|
||||
text = (BASE / fname).read_text()
|
||||
for m in re.finditer(r'\bT\d{2}\b', text):
|
||||
refs['T'].setdefault(m.group(0), set()).add(fname)
|
||||
for m in re.finditer(r'\bC\d{1,2}\b', text):
|
||||
refs['C'].setdefault(m.group(0), set()).add(fname)
|
||||
for m in re.finditer(r'\bPOC-\d\b', text):
|
||||
refs['POC'].setdefault(m.group(0), set()).add(fname)
|
||||
for m in re.finditer(r'\bD\d\b', text):
|
||||
refs['D'].setdefault(m.group(0), set()).add(fname)
|
||||
for m in re.finditer(r'\bA\d\b', text):
|
||||
refs['A'].setdefault(m.group(0), set()).add(fname)
|
||||
for m in re.finditer(r'(?i)\bphase\s+(\d)\b', text):
|
||||
refs['phase'].setdefault(m.group(1), set()).add(fname)
|
||||
|
||||
print(f"tasks defined: {sorted(tasks_def)}")
|
||||
print(f"task refs outside defined set: {sorted(set(refs['T']) - tasks_def)}")
|
||||
print(f"challenges defined: {sorted(chal_def, key=lambda x: int(x[1:]))}")
|
||||
print(f"challenge refs outside defined set: {sorted(set(refs['C']) - chal_def)}")
|
||||
print(f"POCs defined: {sorted(poc_def)}")
|
||||
print(f"POC refs outside defined set: {sorted(set(refs['POC']) - poc_def)}")
|
||||
print(f"D refs: {sorted(refs['D'])} (defined D1-D6 in agent-architecture open-decisions table)")
|
||||
print(f"A-token refs: {sorted(refs['A'])} <- note A4 is a CA3 box, not an autonomy level")
|
||||
print(f"phase numbers referenced: {sorted(refs['phase'])}")
|
||||
|
||||
print("\n=== JOB 2g: DATE SCAN (regulatory) ===")
|
||||
date_pat = re.compile(r'20\d{2}-\d{2}(?:-\d{2})?')
|
||||
for fname in FILES:
|
||||
for i, line in enumerate(load(BASE / fname), 1):
|
||||
for m in date_pat.finditer(line):
|
||||
d = m.group(0)
|
||||
if d.startswith(('2026-09', '2027-09', '2027-01', '2026-12', '2027-05')):
|
||||
print(f"{fname}:{i}: {d} | {line.strip()[:100]}")
|
||||
|
||||
print("\n=== BONUS: parent PRD hub backlink ===")
|
||||
parent = BASE.parent / "README.md"
|
||||
if parent.exists():
|
||||
ptext = parent.read_text()
|
||||
print(f"vibe/PRD/README.md links ai-back-office: {'YES' if 'ai-back-office' in ptext else 'NO — tree not registered in parent hub'}")
|
||||
else:
|
||||
print("parent PRD hub missing")
|
||||
|
||||
|
||||
if __name__ == '__main__':
|
||||
main()
|
||||
@@ -252,4 +252,4 @@ Explicitly out of the current inventory; each becomes a task fiche when its trig
|
||||
- **Payroll & DSN** — dormant until the first salary is paid (see hub non-goals).
|
||||
- **Prospection/CRM admin** — the `prospection` repo exists (its own PRD, daily pipeline, Mode A/B scoring); its admin loops (follow-ups, pipeline hygiene) and the conversion bridge (a Mode-B prospect becoming a Dolibarr thirdparty + proposal through the gated write path) reuse this fleet's patterns later. Audited 2026-07-11: Dolibarr's propal/contrat/projet modules are enabled but empty — proposals and contracts live outside the ERP today.
|
||||
- **Contract lifecycle** — record contracts in the ERP (the KM retainer terms exist only as WIP JSON today: $5,500/mo = $2,500 net-30 + $3,000 deferred +3 months — the deferred schedule is the source of truth T06 dunning needs), renewal reminders, obligation extraction (the KM 4 % new-business clause), signed originals in the GED. Needs write-skill ops for contacts/contracts/products (same extension pattern as the GED-attach issue).
|
||||
- **Client delivery agents — the third family.** Agents working *on* client projects (the KM architecture notes in the vault are the embryo) share the [client dossiers](agent-architecture.md#knowledge-layer--the-second-brain) with this fleet: they deposit decisions, meeting notes (via a **local capture lane** — [D9](agent-architecture.md#open-decisions): Hyprnote free tier on the M4 — local transcription + speaker diarization + Google Calendar sync, manual trigger; Meetily as OSS fallback; markdown export → `sb.py` ingest matched to the calendar event → Ornith summary, per the vault doctrine — no cloud notetaker) and new-business sightings; they retrieve contract scope, contacts and billing state. Reuses T17 rails and the vault routing doctrine; REX at project close feeds `03-Resources` → prospection Mode B evidence → CMS case studies.
|
||||
- **Client delivery agents — the third family.** Agents working *on* client projects (the KM architecture notes in the vault are the embryo) share the [client dossiers](agent-architecture.md#knowledge-layer--the-second-brain) with this fleet: they deposit decisions, meeting notes (via a **local capture lane** — [D9](agent-architecture.md#open-decisions), **parked as nice-to-have 2026-07-12** (calls are iPhone-first today): Hyprnote free tier on the M4 — local transcription + speaker diarization + Google Calendar sync, manual trigger; Meetily as OSS fallback; markdown export → `sb.py` ingest matched to the calendar event → Ornith summary, per the vault doctrine — no cloud notetaker) and new-business sightings; they retrieve contract scope, contacts and billing state. Reuses T17 rails and the vault routing doctrine; REX at project close feeds `03-Resources` → prospection Mode B evidence → CMS case studies.
|
||||
|
||||
Reference in New Issue
Block a user