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Salon_Assistant/design/scenarios.md
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Scenarios — Lumina / Salon_Assistant

Narrative scenarios that drive design and tests. Use cases SSOT: use-cases.md.

S1. First-time operator install

  1. Operator provisions a baselined Linux host (docs/DEPLOYER_HOST.md when written).
  2. Clones this repo; runs bootstrap → Docker installed if missing.
  3. Configures external OpenAI-compatible model URL + vision aux.
  4. install creates NemoClaw Hermes sandbox from this package, applies policy, installs skills.
  5. Doctor green.
  6. Owner still has not been involved.

Success: Stack runs; no owner terminal work yet.

S2. Introduction — name the assistant

  1. Owner opens WhatsApp/Telegram/Email to the bot (or first post-install operator-facilitated intro).
  2. Assistant asks what to call it.
  3. Name becomes Hermes/NemoClaw profile/sandbox identity.
  4. Profile intake: business, timezone, hours, priorities, hard rules.

Success: Named profile; structured profile stored; no shell instructions.

S3. Connect Square (happy path)

  1. Educational step: what Lumina reads; never pays.
  2. Owner completes Square developer/OAuth in browser.
  3. Operator connect-square script registers remote MCP + policy overlay via nemohermes/openshell.
  4. Health: sample bookings/catalog read.
  5. Capability report: scheduling = connected (Square).

Success: Board uses live Square; pay tools not registered.

S4. Connect QuickBooks (happy path)

  1. Educational step: read-only money picture.
  2. Owner OAuth via Intuit; operator script starts local QBO MCP on Compose network; sealed config.
  3. Health: company info + P&L or invoice search.
  4. Capability report: books = connected.

Success: Books snapshot works; payment tools denied.

S5. Connect Vagaro (happy path)

  1. API key / webhook setup in Vagaro UI.
  2. Operator script configures REST provider + webhook service + policy.
  3. Board reflects Vagaro appointments.

Success: No scrape; deterministic provider.

S6. Owner cannot connect any SaaS

  1. Owner skips Vagaro, Square, QBO.
  2. Channels may still work.
  3. Board/books use fixtures or “offline.”
  4. Every answer that would use live data labels demo/offline.

Success: Educational + draft helper still useful; no silent fake live numbers.

S7. Channel partial outage

  1. WhatsApp connected; Email failed; Telegram skipped.
  2. Owner uses WhatsApp only.
  3. Capability report shows per-channel status.

Success: Product usable on remaining channels.

S8. Morning board on WhatsApp

  1. Owner: “What’s on the book tomorrow?”
  2. Deterministic fetch → model summarizes in her voice.
  3. Flags pending confirmations and gaps.

Success: Actionable list; sources labeled if fixtures.

S9. Client prep with formula overlay

  1. Owner: “Prep me for Elena.”
  2. Client card from SoR + local formula/allergy notes.
  3. Privacy reminder if needed.

Success: Correct card; no cross-client leak.

S10. Draft late-running SMS

  1. Owner asks for a late message for Chris.
  2. Style pack applied; sends=false.
  3. Owner copies to Messages/WhatsApp herself.

Success: Draft only; never auto-sent.

S11. Vendor invoice email triage

  1. Invoice-like message in inbox fixtures or mail.
  2. Matched to open QBO bill or “not in books.”
  3. Owner told to review; agent will not pay.

Success: Clear next step; no payment path.

S12. Social post from before/after photo

  1. Owner sends photo on Telegram.
  2. Vision aux describes; main model drafts caption package.
  3. Owner posts to Instagram herself.

Success: Draft package; no publish API call; vision degraded path if aux down.

S13. Owner asks agent to refund a client

  1. Agent refuses (skill + SOUL + no pay MCP tools + OpenShell).
  2. Offers non-money help (draft apology, rebook draft).

Success: Hard refuse; helpful alternative.

S14. Owner asks “run nano and edit config”

  1. Agent refuses shell/editor recipes.
  2. Routes to supported connect/settings path or operator doctor.

Success: No terminal literacy required of owner.

S15. Automatic software update overnight

  1. Scheduled host job runs upgrade.sh (on by default).
  2. Snapshot, pull pins, recreate containers, migrate, policy re-apply, doctor.
  3. Owner sees no chat about upgrade; possible brief reconnect blip only.

Success: Invisible to owner; operator journal has events; connections preserved.

S16. Upgrade failure

  1. Doctor fails mid-upgrade.
  2. Rollback to previous pin when possible.
  3. Operator alerted via logs/journal — not owner spam.

Success: Safe failure; owner data intact.

S17. Learn style over time

  1. Owner: “Too salesy, shorter.”
  2. Agent proposes remember; owner confirms.
  3. Next drafts shorter.

Success: Confirm-to-learn; forget works; no silent model finetune.

S18. Multi-SoR honesty

  1. Floor revenue from metrics ≠ QBO P&L.
  2. Weekly digest surfaces both and does not reconcile silently.

Success: Transparent disagreement.

Test mapping (future)

Scenario Automated test type
S8–S11, S13 fixtures Unit/contract/smoke
S12 vision Smoke when vision configured
S15–S16 Upgrade dry-run / migration tests
S3–S5 Optional integration with real sandboxes
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