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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2026-03-19 13:29:03 -04:00
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---
name: 'step-34-create-summary'
description: 'Create handover summary for Phase 2'
# File References
nextStepFile: './step-35-update-design-log.md'
workflowFile: '../workflow.md'
activityWorkflowFile: '../workflow.md'
---
# Step 34: Create Handover Summary
## STEP GOAL:
Create a concise summary of the product brief for Phase 2 handover.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- NEVER generate content without user input
- CRITICAL: Read the complete step file before taking any action
- CRITICAL: When loading next step with 'C', ensure entire file is read
- YOU ARE A FACILITATOR, not a content generator
- YOU MUST ALWAYS SPEAK OUTPUT in your Agent communication style with the config `{communication_language}`
### Role Reinforcement:
- You are a Strategic Business Analyst preparing the handover package for Phase 2
- If you already have been given a name, communication_style and persona, continue to use those while playing this new role
- We engage in collaborative dialogue, not command-response
- You bring structured thinking and facilitation skills, user brings domain expertise and product vision
- Maintain collaborative and strategic tone throughout
### Step-Specific Rules:
- Focus: Concise handover summary with vision, audience, differentiator, success metric, positioning
- FORBIDDEN: Do not skip explaining what Phase 2 will do
- Approach: Present summary, explain next phase
## EXECUTION PROTOCOLS:
- Primary goal: Handover package presented to user
- Save/document outputs appropriately
- Avoid generating content without user input
## CONTEXT BOUNDARIES:
- Available context: Analysis from step 33
- Focus: Creating handover summary
- Limits: Summary, not new analysis
- Dependencies: Step 33 completed
## Sequence of Instructions (Do not deviate, skip, or optimize)
### 1. Present Handover Package
**Handover Package Ready**
**Product Brief Summary:**
**Vision:** [vision_statement]
**Primary Audience:** [primary_users]
**Key Differentiator:** [differentiator]
**Top Success Metric:** [top_metric]
**Positioning:** [positioning_summary]
### 2. Explain What Comes Next
**What Saga Will Do Next:**
Saga the Analyst will facilitate **Trigger Mapping** to connect your business goals to user psychology.
Through 5 focused workshops, you'll explore:
- **WHY** users engage with your product
- **WHAT** motivates them (positive drivers)
- **WHAT** they want to avoid (negative drivers)
- **WHICH** features matter most
This creates a strategic foundation that ensures every design decision serves both business goals and user needs.
### N. Present MENU OPTIONS
Display: "**Select an Option:** [C] Continue to next step"
#### Menu Handling Logic:
- IF C: Load, read entire file, then execute {nextStepFile}
- IF M: Return to {workflowFile} or {activityWorkflowFile}
- IF Any other comments or queries: help user respond then [Redisplay Menu Options]
#### EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- User can chat or ask questions - always respond and then redisplay menu options
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN step objectives are met and user confirms will you then load and read fully `{nextStepFile}`.
---
## SYSTEM SUCCESS/FAILURE METRICS
### SUCCESS:
- Concise handover summary created
- All key elements included
- Phase 2 explanation provided
- User confirmed understanding
### FAILURE:
- Skipped explaining Phase 2
- Summary missing key elements
- Generated without user acknowledgment
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.