docs(prd): client dossiers — the junction of the three agent families #23

Merged
arcodange merged 3 commits from arcodange/client-dossier-synergy into main 2026-07-12 13:48:33 +02:00
3 Commits
Author SHA1 Message Date
arcodangeandClaude Fable 5 185208525e docs(prd): meeting capture decided — Hyprnote free tier, Meetily fallback (D9)
Diarization and Google Calendar sync are both on Hyprnote's free plan,
which satisfies the two operator criteria at once; Meetily (MIT,
diarization in the community core) stays as OSS fallback with sb.py
ICS-matching to compensate its missing calendar sync. Gate: quality
judged on a real bilingual call before the lane is trusted (erp#49).

Co-Authored-By: Claude Fable 5 <[email protected]>
2026-07-12 13:47:46 +02:00
arcodangeandClaude Fable 5 5f2d7b7775 docs(prd): meeting-notes lane is local-first (no proprietary notetaker)
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]>
2026-07-11 20:35:29 +02:00
arcodangeandClaude Fable 5 44ae6ff323 docs(prd): client dossiers — the junction of the three agent families
Operator insight 2026-07-11: the second brain's client dossiers
(01-Projects/Clients/<client>/) are where the back-office fleet meets
the sales chain and the future delivery agents working on client
projects. Knowledge-layer bullet: agent-owned deposit files (never
edits of human notes), each family feeds and reads the dossier
(billing state + contract facts in; dunning tone, contract scope,
new-business sightings out — the KM 4% settlement clause makes
delivery observations a billing input); vault routing doctrine
(local-first) for confidential client content. Backlog updated with
the 2026-07-11 CRM audit facts (propal/contrat/projet modules empty,
KM retainer terms only in WIP JSON — deferred schedule = T06's source
of truth) and the third family (delivery agents; Granola→vault ingest
as an sb.py job; REX → Mode B evidence → CMS).

Co-Authored-By: Claude Fable 5 <[email protected]>
2026-07-11 20:32:35 +02:00