docs: update all documentation and add AI tooling configs
- Rewrite README.md with current architecture, features and stack - Update docs/API.md with all current endpoints (corporate, BI, client 360) - Update docs/ARCHITECTURE.md with cache, modular queries, services, ETL - Update docs/GUIA-USUARIO.md for all roles (admin, corporate, agente) - Add docs/INDEX.md documentation index - Add PROJETO.md comprehensive project reference - Add BI-CCC-Implementation-Guide.md - Include AI agent configs (.claude, .agents, .gemini, _bmad) - Add netbird VPN configuration - Add status report Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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**Language:** Use `{communication_language}` for all output.
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**Output Language:** Use `{document_output_language}` for documents.
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**Output Location:** `{planning_artifacts}`
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# Stage 2: Contextual Discovery
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**Goal:** Armed with the user's stated intent, intelligently gather and synthesize all available context — documents, project knowledge, and web research — so later stages work from a rich, relevant foundation.
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## Subagent Fan-Out
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Now that you know what the brief is about, fan out subagents in parallel to gather context. Each subagent receives the product intent summary so it knows what's relevant.
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**Launch in parallel:**
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1. **Artifact Analyzer** (`../agents/artifact-analyzer.md`) — Scans `{planning_artifacts}` and `{project_knowledge}` for relevant documents. Also scans any specific paths the user provided. Returns structured synthesis of what it found.
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2. **Web Researcher** (`../agents/web-researcher.md`) — Searches for competitive landscape, market context, trends, and relevant industry data. Returns structured findings scoped to the product domain.
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### Graceful Degradation
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If subagents are unavailable or fail:
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- Read only the most relevant 1-2 documents in the main context and summarize (don't full-read everything — limit context impact in degraded mode)
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- Do a few targeted web searches inline
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- Never block the workflow because a subagent feature is unavailable
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## Synthesis
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Once subagent results return (or inline scanning completes):
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1. **Merge findings** with what the user already told you
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2. **Identify gaps** — what do you still need to know to write a solid brief?
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3. **Note surprises** — anything from research that contradicts or enriches the user's assumptions?
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## Mode-Specific Behavior
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**Guided mode:**
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- Present a concise summary of what you found: "Here's what I learned from your documents and web research..."
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- Highlight anything surprising or worth discussing
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- Share the gaps you've identified
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- Ask: "Anything else you'd like to add, or shall we move on to filling in the details?"
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- Route to `guided-elicitation.md`
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**Yolo mode:**
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- Absorb all findings silently
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- Skip directly to `draft-and-review.md` — you have enough to draft
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- The user will refine later
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**Headless mode:**
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- Absorb all findings
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- Skip directly to `draft-and-review.md`
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- No interaction
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## Stage Complete
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This stage is complete when subagent results (or inline scanning fallback) have returned and findings are merged with user context. Route per mode:
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- **Guided** → `guided-elicitation.md`
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- **Yolo / Headless** → `draft-and-review.md`
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**Language:** Use `{communication_language}` for all output.
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**Output Language:** Use `{document_output_language}` for documents.
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**Output Location:** `{planning_artifacts}`
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# Stage 4: Draft & Review
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**Goal:** Produce the executive product brief and run it through multiple review lenses to catch blind spots before the user sees the final version.
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## Step 1: Draft the Executive Brief
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Use `../resources/brief-template.md` as a guide — adapt structure to fit the product's story.
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**Writing principles:**
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- **Executive audience** — persuasive, clear, concise. 1-2 pages.
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- **Lead with the problem** — make the reader feel the pain before presenting the solution
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- **Concrete over abstract** — specific examples, real scenarios, measurable outcomes
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- **Confident voice** — this is a pitch, not a hedge
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- Write in `{document_output_language}`
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**Create the output document at:** `{planning_artifacts}/product-brief-{project_name}.md`
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Include YAML frontmatter:
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```yaml
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---
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title: "Product Brief: {project_name}"
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status: "draft"
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created: "{timestamp}"
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updated: "{timestamp}"
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inputs: [list of input files used]
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---
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```
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## Step 2: Fan Out Review Subagents
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Before showing the draft to the user, run it through multiple review lenses in parallel.
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**Launch in parallel:**
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1. **Skeptic Reviewer** (`../agents/skeptic-reviewer.md`) — "What's missing? What assumptions are untested? What could go wrong? Where is the brief vague or hand-wavy?"
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2. **Opportunity Reviewer** (`../agents/opportunity-reviewer.md`) — "What adjacent value propositions are being missed? What market angles or partnerships could strengthen this? What's underemphasized?"
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3. **Contextual Reviewer** — You (the main agent) pick the most useful third lens based on THIS specific product. Choose the lens that addresses the SINGLE BIGGEST RISK that the skeptic and opportunity reviewers won't naturally catch. Examples:
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- For healthtech: "Regulatory and compliance risk reviewer"
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- For devtools: "Developer experience and adoption friction critic"
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- For marketplace: "Network effects and chicken-and-egg problem analyst"
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- For enterprise: "Procurement and organizational change management reviewer"
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- **When domain is unclear, default to:** "Go-to-market and launch risk reviewer" — examines distribution, pricing, and first-customer acquisition. Almost always valuable, frequently missed.
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Describe the lens, run the review yourself inline.
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### Graceful Degradation
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If subagents are unavailable:
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- Perform all three review passes yourself, sequentially
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- Apply each lens deliberately — don't blend them into one generic review
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- The quality of review matters more than the parallelism
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## Step 3: Integrate Review Insights
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After all reviews complete:
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1. **Triage findings** — group by theme, remove duplicates
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2. **Apply non-controversial improvements** directly to the draft (obvious gaps, unclear language, missing specifics)
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3. **Flag substantive suggestions** that need user input (strategic choices, scope questions, market positioning decisions)
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## Step 4: Present to User
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**Headless mode:** Skip to `finalize.md` — no user interaction. Save the improved draft directly.
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**Yolo and Guided modes:**
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Present the draft brief to the user. Then share the reviewer insights:
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"Here's your product brief draft. Before we finalize, my review panel surfaced some things worth considering:
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**[Grouped reviewer findings — only the substantive ones that need user input]**
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What do you think? Any changes you'd like to make?"
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Present reviewer findings with brief rationale, then offer: "Want me to dig into any of these, or are you ready to make your revisions?"
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**Iterate** as long as the user wants to refine. Use the "anything else, or are we happy with this?" soft gate.
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## Stage Complete
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This stage is complete when: (a) the draft has been reviewed by all three lenses and improvements integrated, AND either (autonomous) save and route directly, or (guided/yolo) the user is satisfied. Route to `finalize.md`.
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**Language:** Use `{communication_language}` for all output.
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**Output Language:** Use `{document_output_language}` for documents.
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**Output Location:** `{planning_artifacts}`
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# Stage 5: Finalize
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**Goal:** Save the polished brief, offer the LLM distillate, and point the user forward.
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## Step 1: Polish and Save
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Update the product brief document at `{planning_artifacts}/product-brief-{project_name}.md`:
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- Update frontmatter `status` to `"complete"`
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- Update `updated` timestamp
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- Ensure formatting is clean and consistent
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- Confirm the document reads well as a standalone 1-2 page executive summary
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## Step 2: Offer the Distillate
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Throughout the discovery process, you likely captured detail that doesn't belong in a 1-2 page executive summary but is valuable for downstream work — requirements hints, platform preferences, rejected ideas, technical constraints, detailed user scenarios, competitive deep-dives, etc.
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**Ask the user:**
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"Your product brief is complete. During our conversation, I captured additional detail that goes beyond the executive summary — things like [mention 2-3 specific examples of overflow you captured]. Would you like me to create a detail pack for PRD creation? It distills all that extra context into a concise, structured format optimized for the next phase."
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**If yes, create the distillate** at `{planning_artifacts}/product-brief-{project_name}-distillate.md`:
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```yaml
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---
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title: "Product Brief Distillate: {project_name}"
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type: llm-distillate
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source: "product-brief-{project_name}.md"
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created: "{timestamp}"
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purpose: "Token-efficient context for downstream PRD creation"
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---
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```
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**Distillate content principles:**
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- Dense bullet points, not prose
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- Each bullet carries enough context to be understood standalone (don't assume the reader has the full brief loaded)
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- Group by theme, not by when it was mentioned
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- Include:
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- **Rejected ideas** — so downstream workflows don't re-propose them, with brief rationale
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- **Requirements hints** — anything the user mentioned that sounds like a requirement
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- **Technical context** — platforms, integrations, constraints, preferences
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- **Detailed user scenarios** — richer than what fits in the exec summary
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- **Competitive intelligence** — specifics from web research worth preserving
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- **Open questions** — things surfaced but not resolved during discovery
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- **Scope signals** — what the user indicated is in/out/maybe for MVP
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- Token-conscious: be concise, but give enough context per bullet so an LLM reading this later understands WHY each point matters
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**Headless mode:** Always create the distillate automatically — unless the session was too brief to capture meaningful overflow (in that case, note this in the completion output instead of creating an empty file).
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## Step 3: Present Completion
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"Your product brief for {project_name} is complete!
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**Executive Brief:** `{planning_artifacts}/product-brief-{project_name}.md`
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[If distillate created:] **Detail Pack:** `{planning_artifacts}/product-brief-{project_name}-distillate.md`
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**Recommended next step:** Use the product brief (and detail pack) as input for PRD creation — tell your assistant 'create a PRD' and point it to these files."
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[If distillate created:] "The detail pack contains all the overflow context (requirements hints, rejected ideas, technical constraints) specifically structured for the PRD workflow to consume."
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**Headless mode:** Output the file paths as structured JSON and exit:
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```json
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{
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"status": "complete",
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"brief": "{planning_artifacts}/product-brief-{project_name}.md",
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"distillate": "{path or null}",
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"confidence": "high|medium|low",
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"open_questions": ["any unresolved items"]
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}
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```
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## Stage Complete
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This is the terminal stage. After delivering the completion message and file paths, the workflow is done. If the user requests further revisions, loop back to `draft-and-review.md`. Otherwise, exit.
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**Language:** Use `{communication_language}` for all output.
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**Output Language:** Use `{document_output_language}` for documents.
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# Stage 3: Guided Elicitation
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**Goal:** Fill the gaps in what you know. By now you have the user's brain dump, artifact analysis, and web research. This stage is about smart, targeted questioning — not rote section-by-section interrogation.
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**Skip this stage entirely in Yolo and Autonomous modes** — go directly to `draft-and-review.md`.
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## Approach
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You are NOT walking through a rigid questionnaire. You're having a conversation that covers the substance of a great product brief. The topics below are your mental checklist, not a script. Adapt to:
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- What you already know (don't re-ask what's been covered)
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- What the user is excited about (follow their energy)
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- What's genuinely unclear (focus questions where they matter)
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## Topics to Cover (flexibly, conversationally)
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### Vision & Problem
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- What core problem does this solve? For whom?
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- How do people solve this today? What's frustrating about current approaches?
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- What would success look like for the people this helps?
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- What's the insight or angle that makes this approach different?
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### Users & Value
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- Who experiences this problem most acutely?
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- Are there different user types with different needs?
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- What's the "aha moment" — when does a user realize this is what they needed?
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- How does this fit into their existing workflow or life?
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### Market & Differentiation
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- What competitive or alternative solutions exist? (Leverage web research findings)
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- What's the unfair advantage or defensible moat?
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- Why is now the right time for this?
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### Success & Scope
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- How will you know this is working? What metrics matter?
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- What's the minimum viable version that creates real value?
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- What's explicitly NOT in scope for the first version?
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- If this is wildly successful, what does it become in 2-3 years?
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## The Flow
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For each topic area where you have gaps:
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1. **Lead with what you know** — "Based on your input and my research, it sounds like [X]. Is that right?"
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2. **Ask the gap question** — targeted, specific, not generic
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3. **Reflect and confirm** — paraphrase what you heard
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4. **"Anything else on this, or shall we move on?"** — the soft gate
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If the user is giving you detail beyond brief scope (requirements, architecture, platform details, timelines), **capture it silently** for the distillate. Acknowledge it briefly ("Good detail, I'll capture that") but don't derail the conversation.
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## When to Move On
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When you have enough substance to draft a compelling 1-2 page executive brief covering:
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- Clear problem and who it affects
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- Proposed solution and what makes it different
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- Target users (at least primary)
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- Some sense of success criteria or business objectives
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- MVP-level scope thinking
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You don't need perfection — you need enough to draft well. Missing details can be surfaced during the review stage.
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If the user is providing complete, confident answers and you have solid coverage across all four topic areas after fewer than 3-4 exchanges, proactively offer to draft early.
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**Transition:** "I think I have a solid picture. Ready for me to draft the brief, or is there anything else you'd like to add?"
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## Stage Complete
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This stage is complete when sufficient substance exists to draft a compelling brief and the user confirms readiness. Route to `draft-and-review.md`.
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