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docs(prd): meeting-notes lane is local-first (no proprietary notetaker)

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Operator has no Granola account (proprietary, paid, cloud
transcription — misfit with the vault doctrine). The delivery-agents
backlog line now specifies the local transcription lane: Whisper-class
model on the M4 + Ornith summary, as an sb.py job.

Co-Authored-By: Claude Fable 5 <[email protected]>
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arcodange
2026-07-11 20:35:29 +02:00
co-authored by Claude Fable 5
parent 44ae6ff323
commit 5f2d7b7775
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vibe/PRD/ai-back-office/task-inventory.md
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@@ -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 (Granola → vault ingest is a natural `sb.py` job) 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 transcription lane** — Whisper-class model on the M4 + Ornith summary, per the vault doctrine; no proprietary notetaker — a natural `sb.py` job) 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.