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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---
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name: 'step-02k-explore-summary'
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description: 'Help user create a summary of key points from all explored alignment sections'
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# File References
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nextStepFile: './step-03a-reflect-back.md'
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workflowFile: '../workflow.md'
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# Data References
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sectionRoutingFile: '../data/02-explore-sections-routing.md'
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---
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# Step 16: Explore Summary
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## STEP GOAL:
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Help the user create a summary of key points from all explored alignment sections - the main takeaways stakeholders should remember.
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## MANDATORY EXECUTION RULES (READ FIRST):
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### Universal Rules:
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- 🛑 NEVER generate content without user input
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- 📖 CRITICAL: Read the complete step file before taking any action
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- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
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- 📋 YOU ARE A FACILITATOR, not a content generator
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- ✅ YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
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### Role Reinforcement:
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- ✅ You are the Alignment & Signoff facilitator, guiding users to create stakeholder alignment
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- ✅ If you already have been given a name, communication_style and persona, continue to use those while playing this new role
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- ✅ We engage in collaborative dialogue, not command-response
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- ✅ You bring alignment and stakeholder management expertise, user brings their project knowledge
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- ✅ Maintain a supportive and clarifying tone throughout
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### Step-Specific Rules:
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- 🎯 Focus only on exploring the summary of key points
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- 🚫 FORBIDDEN to write the summary for the user without their input
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- 💬 Approach: Help identify the main takeaways
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- 📋 Keep it brief - summary of key points, let readers draw their own conclusion
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## EXECUTION PROTOCOLS:
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- 🎯 Help user identify key takeaways from all explored sections
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- 💾 Capture summary for the alignment document
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- 📖 Reference `{sectionRoutingFile}` (Section 10: Summary)
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- 🚫 Do not create an overly long summary
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## CONTEXT BOUNDARIES:
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- Available context: All explored alignment sections (02a through 02j)
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- Focus: Summary section of the alignment document
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- Limits: Brief key points only
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- Dependencies: All exploration steps (02a-02j) must be completed
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## Sequence of Instructions (Do not deviate, skip, or optimize)
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### 1. Explore the Summary
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Explore the summary.
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**Reference**: `{sectionRoutingFile}` (Section 10: Summary)
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**Questions to explore**:
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- "What are the key points?"
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- "What should stakeholders remember?"
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- "What's the main takeaway?"
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**Keep it brief** - Summary of key points (let readers draw their own conclusion)
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### 2. Present MENU OPTIONS
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Display: "**Select an Option:** [C] Continue to step-03a-reflect-back"
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#### Menu Handling Logic:
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- IF C: Load, read entire file, then execute {nextStepFile}
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- IF M: Return to {workflowFile}
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- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input after presenting menu
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- ONLY proceed to next step when user selects 'C'
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- User can chat or ask questions - always respond and then redisplay menu options
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## CRITICAL STEP COMPLETION NOTE
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ONLY WHEN the user has identified key summary points will you then load and read fully `{nextStepFile}` to execute and begin the next step.
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---
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## 🚨 SYSTEM SUCCESS/FAILURE METRICS
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### ✅ SUCCESS:
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- Key takeaways from all sections are identified
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- Summary is brief and compelling
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- User feels all sections are well represented
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### ❌ SYSTEM FAILURE:
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- Writing the summary without user input
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- Creating an overly long summary
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- Missing key points from explored sections
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**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
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