Ty
48566993f6
Product layout for Lumina / Salon_Assistant at 0.1.0-design. No product implementation until explicit build.
277 lines
9.4 KiB
Markdown
277 lines
9.4 KiB
Markdown
# Use cases — Lumina / Salon_Assistant (SSOT)
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**This file is the single source of truth for product use cases.**
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Do not maintain full UC matrices in README or the design plan; cite names/families here.
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**Demo persona (fixtures only):** Claire Bennett, owner-operator of a sample salon/spa. Real deployments replace this at introduction.
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**Actors:**
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| Actor | Role |
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|-------|------|
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| Owner | Salon/spa owner (primary user of the assistant) |
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| Operator | Technical person who installs/upgrades the stack once |
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| Front desk / stylist | Future; MVP is owner-centric |
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| System | Hermes agent + deterministic scripts + NemoClaw/OpenShell |
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---
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## Family A — Scheduling / floor ops
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### A1. Morning / day board
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- **Actor:** Owner
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- **Goal:** See appointments for a day: time, client, service, staff, status, gaps, who needs confirmation.
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- **Sources:** Vagaro and/or Square (or fixtures if not connected).
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- **Outcome:** Clear board summary in chat (WhatsApp/Email/Telegram).
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- **Degraded:** Fixtures or “scheduling offline” — never silent fake live data.
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### A2. Client prep card
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- **Actor:** Owner / stylist on duty
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- **Goal:** Recall preferences, allergies, color formula, notes before a guest sits.
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- **Sources:** Scheduling SoR + local overlay notes (formulas may not live in SaaS).
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- **Privacy:** Do not share one client’s private details with another guest.
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### A3. Draft client message
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- **Actor:** Owner
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- **Goal:** Draft confirm / running-late / no-show rebook messages in owner’s voice.
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- **Constraint:** **Draft only** — owner sends (SMS/WhatsApp/email). No silent auto-send.
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- **Sources:** Templates + style pack + client contact from SoR.
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### A4. Inbox triage
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- **Actor:** Owner
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- **Goal:** Sort vendor vs client vs noise; flag invoices for review.
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- **Sources:** Email fixtures or connected mail later; optional match to books (open bills).
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- **Constraint:** Do not pay invoices.
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### A5. Retail / supply stock
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- **Actor:** Owner
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- **Goal:** Low stock / reorder list for retail, backbar, spa supplies.
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- **Sources:** Square catalog/inventory, Vagaro if available, or fixtures.
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- **Constraint:** Owner approves purchases.
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### A6. Service menu
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- **Actor:** Owner
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- **Goal:** List bookable services (duration, category).
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- **Sources:** Catalog / fixtures.
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### A7. Availability peek
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- **Actor:** Owner
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- **Goal:** “Any opening Thursday after 3 for a facial?”
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- **Sources:** Scheduling availability API or board-derived gaps (fixtures).
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### A8. Propose reschedule / cancel
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- **Actor:** Owner
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- **Goal:** Prepare change; confirm before write to SaaS.
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- **Constraint:** Gated write; off by default in MVP if unsafe; else owner does it in Vagaro/Square with assistant checklist.
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### A9. Weekly floor metrics
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- **Actor:** Owner
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- **Goal:** Completes, no-shows, rebooks, rough volume (from fixtures or SoR).
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- **Note:** May disagree with QuickBooks; surface both when books connected.
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---
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## Family B — Books / QuickBooks
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### B1. Books snapshot
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- **Actor:** Owner
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- **Goal:** “How are we doing?” — income/expense/net for a period.
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- **Source:** QBO reports (e.g. P&L) via MCP read tools; fixtures if not connected.
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- **Constraint:** Operational support, not CPA advice. **Read only.**
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### B2. Open invoices (AR)
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- **Actor:** Owner
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- **Goal:** Who owes the salon (suite rent, bridal deposit, packages).
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- **Source:** QBO invoices; open balance only.
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### B3. Bills due (AP)
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- **Actor:** Owner
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- **Goal:** What we owe vendors this week.
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- **Constraint:** Agent does **not** pay bills.
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### B4. Vendor spend lookup
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- **Actor:** Owner
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- **Goal:** Spend with a vendor over a period.
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- **Source:** Bills/purchases/vendor tools (read).
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### B5. Inbox ↔ books match
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- **Actor:** Owner
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- **Goal:** Vendor email invoice matched to open QBO bill or “not in books yet.”
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- **Constraint:** Review only; no payment.
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### B6. Weekly digest + books
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- **Actor:** Owner
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- **Goal:** Floor metrics plus P&L/AR/AP highlights in one answer.
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### B7. Draft sales invoice
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- **Actor:** Owner
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- **Goal:** Prepare invoice payload for private client / suite rental.
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- **Constraint:** Does not post/send/collect payment; owner completes in QBO.
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### B8. Draft expense / bill entry
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- **Actor:** Owner
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- **Goal:** Categorize a receipt into a draft bill.
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- **Constraint:** Owner posts; agent does not pay.
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### B9. Customer/vendor directory assist
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- **Actor:** Owner
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- **Goal:** Find QBO party; note name mismatch vs Vagaro/Square client.
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### B10. Books connectivity
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- **Actor:** Operator / owner setup
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- **Goal:** Health of QBO connection (company info).
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### B11. Overdue AR nudge draft
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- **Actor:** Owner
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- **Goal:** Collection-style message draft from open invoice + contact.
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- **Constraint:** Owner sends.
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---
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## Family C — Owner channels and identity
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### C1. Talk to assistant on WhatsApp
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- **Actor:** Owner
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- **Goal:** Day-to-day product chat on WhatsApp.
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- **MVP:** Yes.
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### C2. Talk to assistant on Email
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- **Actor:** Owner
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- **Goal:** Thread-based interaction by email.
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- **MVP:** Yes.
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### C3. Talk to assistant on Telegram
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- **Actor:** Owner
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- **Goal:** Chat via Telegram bot.
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- **MVP:** Yes.
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### C4. Hermes dashboard (secondary)
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- **Actor:** Operator / power user
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- **Goal:** Debug, status — not primary owner path.
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### C5. Name the assistant
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- **Actor:** Owner at introduction
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- **Goal:** Choose assistant name; becomes Hermes/NemoClaw profile/sandbox display name.
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### C6. Owner profile intake
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- **Actor:** Owner
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- **Goal:** Who I am, business, timezone, hours, staff, priorities, hard rules.
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- **Outcome:** Structured profile feeding identity/voice.
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### C7. Remember / forget preferences
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- **Actor:** Owner
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- **Goal:** Durable style/needs after explicit confirm; “forget that” works.
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- **Constraint:** No silent finetune; never unlocks pay/send/publish.
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---
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## Family D — Social / content
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### D1. Social caption draft (text)
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- **Actor:** Owner
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- **Goal:** Draft IG/FB-style caption from theme/brief.
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- **Constraint:** Owner posts; agent does not publish.
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### D2. Media-assisted social craft
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- **Actor:** Owner
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- **Goal:** Send photo/video on WhatsApp/Telegram/email; get caption, hook, hashtags, alt-text, timing tip.
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- **Sources:** Multimodal vision aux + style pack.
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- **Constraint:** Owner-supplied media only; no auto-publish; no scrape of client photos from SaaS without owner send.
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- **Degraded:** If vision offline, owner describes shot; text draft still works.
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---
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## Family E — Setup, education, degrade
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### E1. Educational setup (post-install)
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- **Actor:** Owner (+ operator for secrets/host scripts)
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- **Goal:** Lessons: profile, channels, Vagaro, Square, QBO, expectations; each ends connected | skipped | later | error.
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- **Prerequisite:** Platform install S0–S6 already done.
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### E2. Connect owner’s Vagaro
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- **Actor:** Owner + operator connect script
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- **Goal:** Wire **their** Vagaro (API/webhooks), not a demo tenant.
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### E3. Connect owner’s Square
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- **Actor:** Owner + operator
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- **Goal:** Remote MCP + allowlisted read tools; deny pay tools.
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### E4. Connect owner’s QuickBooks
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- **Actor:** Owner + operator
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- **Goal:** Local MCP read tools; deny payment tools.
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### E5. Connect WhatsApp / Email / Telegram
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- **Actor:** Owner + operator
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- **Goal:** Hermes channels via NemoClaw channel commands; allowlists.
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### E6. Capability report
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- **Actor:** Owner
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- **Goal:** Understand what works vs offline/fixtures in plain language.
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### E7. Degraded mode when SaaS/channel missing
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- **Actor:** System
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- **Goal:** Explicit status; never silent demo-as-truth.
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---
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## Family F — Control and boundaries
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### F1. Boundary check
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- **Actor:** Owner / demo
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- **Goal:** Prove no silent send, no social publish, no pay.
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- **Enforcement:** Skills + OpenShell + SOUL.
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### F2. Refuse payment / bill-pay / refund
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- **Actor:** System
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- **Goal:** Hard refuse even if prompted.
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### F3. Refuse terminal recipes to owner
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- **Actor:** System
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- **Goal:** Never tell owner to run nano/docker/shell; operator scripts + `nemohermes` only.
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---
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## Family G — Platform ops (operator)
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### G1. Install from repo
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- **Actor:** Operator
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- **Goal:** Baselined host → Docker if needed → Compose + `nemohermes onboard` → doctor green.
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### G2. Automatic software update
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- **Actor:** System (scheduled) / operator
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- **Goal:** Updates **on by default**, invisible to owner; `upgrade.sh` + pins + volumes + rollback.
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### G3. Doctor / logs
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- **Actor:** Operator
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- **Goal:** Health, production/debug/trace logs, upgrade journal.
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---
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## Explicit non-use-cases (out of MVP)
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| Item | Reason |
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| Agent pay / BillPayment / refund / charge card | Product decision |
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| Silent client send | Reputation |
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| Silent social publish | Reputation |
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| iMessage as bot channel | No clean API |
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| Holographic memory | Overkill |
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| Dual live write Vagaro+Square | One active scheduler connection model per plane config |
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| Unofficial Vagaro scrape | Unsupported |
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| Unrestricted pay-capable MCP tools on owner agent | Safety |
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| Owner-driven platform upgrades | Ops model |
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---
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## Traceability
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| Family | Primary design plan sections |
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| A Scheduling | Planes, SaaS adapters |
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| B Books | QBO MCP, det vs inf |
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| C Channels / identity | Hermes channels, single profile |
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| D Social | Vision aux, media |
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| E Setup | Install stages, owner-safe setup |
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| F Boundaries | Policy, SOUL |
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| G Ops | Updates, observability |
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