Merge pull request 'docs(prd): contract lifecycle is live — erp#65 phase 1 shipped, erp#67 official-doc skill (T18)' (#29) from arcodange/contract-lifecycle-live into main

2026-07-15 19:57:00 +02:00
parent 96751f9fcd 92c1be9780
commit bf32afc217
2 changed files with 2 additions and 2 deletions
@@ -26,7 +26,7 @@ Every phase is decomposed into **self-contained issues** (context, deliverables,

 | Repo | Issues |
 | --- | --- |
-| [erp](https://gitea.arcodange.lab/arcodange-org/erp/issues) | **P1:** #38 fleet scaffold ✅ 2026-07-15 (D8 settled, PR erp#62) · #39 golden set+injection fixtures (**entry issue**) · #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) · #63 harness portability — verifiers on Ornith/MLX+Mistral (D2) — **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+ADC register · #60 T11 reminder loop · #55 POC-4 TVA dry-runs — **Ops (post-replay):** #56 known-patterns fix · #57 bucket C + document gaps |
+| [erp](https://gitea.arcodange.lab/arcodange-org/erp/issues) | **P1:** #38 fleet scaffold ✅ 2026-07-15 (D8 settled, PR erp#62) · #39 golden set+injection fixtures (**entry issue**) · #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) · #63 harness portability — verifiers on Ornith/MLX+Mistral (D2) — **Compliance:** #51 Dolibarr verifications (FEC/BlockedLog, startable today) — **P4:** #52 POC-3 reco+payments · #53 T05 client invoice (D3, ⚠️ July manual ~07-23) · #65 client-dossier ops (phase 1 ✅ 07-15) · #67 official-doc drafting skill (T18) — **P5:** #54 fiscal profile+calendar files+ADC register · #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) |

@@ -251,5 +251,5 @@ Explicitly out of the current inventory; each becomes a task fiche when its trig
 - **Expense reports / personal-account visibility** — movements on the personal CCA (`fk_account=3`) are API-invisible; a manual CSV import lane or a banking-app export would open T07 coverage.
 - **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).
+- **Contract lifecycle** — promoted to [erp#65](https://gitea.arcodange.lab/arcodange-org/erp/issues/65) (client-dossier write ops: **thirdparty update + contacts shipped 2026-07-15** — the KM dossier lives in the ERP with the FINAL contract terms; phase 2 = contract + services objects, product currency gated by adc-006) and [erp#67](https://gitea.arcodange.lab/arcodange-org/erp/issues/67) (**official-document drafting skill — T18 candidate**: bilingual FR/EN signable sets, deterministic legal checklist, human-gated e-signature dispatch, billing linkage so T05 reads the contract). The KM deferred schedule is now IN the ERP (FAC005/FAC007 validated, due 2026-08-23 & 2026-09-23 — what T06 dunning needs); renewal reminders + the 4 %-window obligation ride the compliance calendar (#54/#60).
 - **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.