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-07a-generate-hub'
description: 'Generate the 00-trigger-map.md hub document with Mermaid diagram and navigation'
# File References
nextStepFile: './step-07b-generate-business-goals.md'
activityWorkflowFile: '../workflow.md'
---
# Step 17: Generate Hub Document
## STEP GOAL:
Create the main entry point document (00-trigger-map.md) with Mermaid diagram, on-page summaries, navigation menu, and strategic overview including the key transformation and flywheel.
## 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 Saga the Analyst - creating comprehensive trigger map documentation
- ✅ 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 facilitation and pattern recognition, user brings business knowledge and user insight
- ✅ Work together as equals in a partnership, not a client-vendor relationship
### Step-Specific Rules:
- 🎯 Focus on creating the hub document with all required sections
- 🚫 FORBIDDEN to skip Mermaid diagram or on-page summaries
- 💬 Approach: Generate structured document following template
- 📋 Include: Header, Mermaid diagram, Summary, Detailed Documentation menu, How to Read, Footer
- 📋 Target ~220-250 lines total
## EXECUTION PROTOCOLS:
- 🎯 Generate Mermaid diagram by loading step-08a-mermaid-init-structure.md sequence
- 💾 Save as 00-trigger-map.md in trigger map folder
- 📖 Include on-page summaries for each section (visible without clicking)
- 🚫 Do not skip any required section
## CONTEXT BOUNDARIES:
- Available context: All workshop outputs, personas, driving forces, priorities
- Focus: Hub document creation with diagram and navigation
- Limits: Follow template structure exactly
- Dependencies: Requires all workshop outputs available
## Sequence of Instructions (Do not deviate, skip, or optimize)
### 0. Data Extraction (MANDATORY BEFORE GENERATION)
Before generating ANY content, extract structured data from all workshop outputs:
**Read and extract from workshop data:**
1. **From Business Goals workshop:**
- `vision_statement` = exact vision text (character-for-character)
- `objectives[]` = each SMART objective with metric, target, timeline
2. **From Target Groups workshop:**
- `target_groups[]` = each group with name, priority, persona summary
- `positive_drivers[]` per group (specific wants)
- `negative_drivers[]` per group (specific fears)
3. **From Prioritization workshop:**
- `focus_statement` = strategic focus
- `top_group` = primary design target
- `must_address_drivers[]` and `should_address_drivers[]`
**Store these as variables. When filling the hub document, use EXACT values from these variables. Do NOT paraphrase or summarize workshop outputs.**
**Validation rule:** Vision statement in the hub MUST be character-for-character identical to the vision from Business Goals workshop. If you cannot find the exact text, ask the user rather than inventing a paraphrase.
---
### 1. Generate Header Section
Create header with project name, date, author, and methodology credit.
### 2. Generate Mermaid Diagram
Load and execute the mermaid generation sequence starting with step-08a-mermaid-init-structure.md.
**Requirements:**
- Light gray professional styling (consistent for all business goals)
- All nodes have proper padding (`<br/>`)
- Emojis: checkmark for wants, X for fears
- Exactly 3 drivers per persona
- Proper connections: BG->PLATFORM->TG->DF
### 3. Generate Summary Section
Include:
- Primary Target with one-line transformation
- The Flywheel (numbered steps with priority emojis)
- Key Transformation statement
### 4. Generate Detailed Documentation Menu
For each section, provide:
- Link to document with description
- On-page content (key information visible without clicking)
- Proper formatting with bold, bullets, clear structure
Include sections for:
- Business Strategy (01-Business-Goals.md)
- Target Users (persona documents)
- Strategic Implications (05-Key-Insights.md)
### 5. Generate How to Read Section
Explain diagram reading: left-to-right flow, top-to-bottom priority, driving force symbols.
### 6. Generate Footer
Include WDS framework credit and Effect Mapping methodology credits.
### 6b. Cross-Validation Check
Before saving, verify data consistency:
- [ ] Vision in hub matches vision from Business Goals workshop exactly
- [ ] Persona names in hub match names used in individual persona documents
- [ ] Driver count in Mermaid diagram matches drivers in per-persona workshop outputs
- [ ] Priority ordering in hub matches prioritization workshop output
If any mismatch found: correct the hub document to match the source workshop data.
### 7. Save and Confirm
Store as: 00-trigger-map.md in trigger map folder.
Output: "Hub document created with diagram and navigation!"
### 8. Present MENU OPTIONS
Display: "**Select an Option:** [C] Continue to Business Goals Document | [M] Return to Activity Menu"
#### Menu Handling Logic:
- IF C: Load and execute {nextStepFile}
- IF M: Return to {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 user selects [C] will you load the next step file. Hub document must be generated before proceeding. Do NOT skip ahead.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Hub document created with all required sections
- Mermaid diagram generated with proper styling
- On-page summaries included for all sections
- Navigation links to all sub-documents
- Summary with transformation and flywheel
- How to Read section explaining diagram
- Footer with methodology credits
- Document saved to correct location
- ~220-250 lines total
### ❌ SYSTEM FAILURE:
- Missing Mermaid diagram
- Missing on-page summaries (requiring clicks to see content)
- Missing navigation links
- Missing transformation or flywheel in summary
- Not following template structure
- Document not saved
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.