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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# Working with Existing Materials
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**Purpose:** Guide for naturally incorporating existing materials into conversational PB workflow.
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---
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## Core Principles
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1. **Reference, don't re-ask** - Build on documented work
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2. **Validate currency** - "Is this still accurate?"
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3. **Focus on gaps** - What's missing or needs refinement?
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4. **Document refinement** - Capture UPDATE conversation, not just creation
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5. **Stay casual** - No judgment about what exists or doesn't
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---
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## Checking for Materials
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**Phase 0 asks:** "Do you have existing materials?" (website, brief, guidelines, research)
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**Stored in outline:**
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```yaml
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existing_materials:
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has_materials: true/false
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website: "[URL]"
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previous_brief: "[path]"
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brand_guidelines: "[path]"
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research: "[path]"
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context_notes: "[brief notes]"
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```
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**If materials exist:** Read them before starting PB steps
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---
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## Adaptation Pattern
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### Opening Adaptation
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**Without materials:**
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> "Let's start with vision. What are you envisioning?"
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**With materials:**
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> "I see you mentioned [reference from materials]. Let's build on that - tell me more."
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### Follow-Up Patterns
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- **Validate:** "You wrote X - is that still accurate?"
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- **Fill gaps:** "Your brief mentions Y, but I'm curious about Z..."
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- **Refine:** "When you said X, did you mean [interpretation]?"
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- **Update:** "Has your thinking evolved since you wrote this?"
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---
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## Step-by-Step Application
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**Apply to all conversational steps** (2, 3, 5, 7, 7a, 8, 9, 10, 11, 12):
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| Step | No Materials | With Materials |
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|------|-------------|----------------|
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| Vision (2) | "What are you envisioning?" | "You mentioned [vision]. Tell me more." |
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| Positioning (3) | "Let's explore positioning." | "Your brief positions this as [quote]. Still accurate?" |
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| Users (7) | "Who are ideal users?" | "You described [archetypes]. Still primary users?" |
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| Concept (7a) | "What's the core concept?" | "I see [concept from materials]. Tell me more about that principle." |
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| Success (8) | "What does success look like?" | "You mentioned success means [quote]. Still the goal?" |
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**Pattern:** Reference existing → Validate → Build on it
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---
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## Dialog Documentation
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When materials exist, capture:
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1. **What existed:** Quote/summarize existing material
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2. **Validation:** User's response to "Is this still accurate?"
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3. **Refinement:** What changed, added, or clarified
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4. **Why:** Rationale for changes
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5. **Synthesis:** Updated version (old + new integrated)
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**Template:**
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```markdown
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**Existing context:** [What was documented]
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**Opening:** "I see [reference]. [Question]"
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**User response:** [Confirmed/refined/changed]
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**Key exchanges:**
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- [Exploration]
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- [Gaps filled]
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- [Evolution]
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**Reflection checkpoint:**
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"Building on your earlier work: [synthesis].
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Keeps [solid parts], adds [new], refines [changed].
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Does that capture it?"
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**User confirmation:** [Confirmed / Corrected]
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**Final:** [Updated artifact]
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```
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---
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## Common Scenarios
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**Scenario: Previous brief exists**
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1. Read it thoroughly
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2. Identify solid vs gaps/unclear
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3. Open: "I read your brief. [Strong points] captured well. Questions about [gaps]."
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4. Explore gaps conversationally
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5. Dialog: what was there + what we added + why
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**Scenario: Existing website**
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1. Review site (if URL in materials)
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2. Note current positioning/tone/UX
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3. Reference: "I looked at your site. It positions you as [observation]. Still the direction?"
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4. Use as baseline for "what's changing?"
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**Scenario: Brand guidelines exist**
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1. Read guidelines (voice, values, identity)
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2. Reference when discussing tone: "Your guidelines describe tone as [quote]. Match exactly or evolve?"
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3. Don't re-ask defined things (colors, values)
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4. Focus on how brand translates to this project
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**Scenario: Research exists**
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1. Review findings
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2. Reference insights: "Your research showed [finding]. Great insight for..."
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3. Validate currency: "Is this still what you hear from customers?"
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---
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## What NOT to Do
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❌ Ignore existing materials (if outline says they exist)
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❌ Make users repeat documented work
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❌ Assume everything is still current (validate!)
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❌ Judge quality of existing work
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❌ Create separate "refinement workflow" (same conversational pattern, just adapt openings)
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---
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## Benefits
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✅ Efficiency - Don't re-explore documented areas
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✅ Continuity - Build on previous work
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✅ Respect - Acknowledge existing thinking
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✅ Focus - Spend time on gaps/unclear areas
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✅ Natural flow - Same pattern, context-aware
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✅ Rich dialog - Captures refinement, not just creation
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---
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## Quick Reference
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**Check:** `existing_materials.has_materials` in outline
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**If true:**
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1. Read materials before starting PB
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2. Adapt openings to reference what exists
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3. Validate currency with each step
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4. Fill gaps conversationally
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5. Document: old + new + why
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**Dialog pattern:** Existing → Validate → Refine → Synthesize → Confirm
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---
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**Remember:** Not a separate workflow - same conversational pattern, just context-aware.
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If materials exist, read and adapt. If not, explore from scratch. Either way, natural conversation.
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