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-08c-mermaid-platform'
description: 'Format the central platform node with product name and transformation statement'
# File References
nextStepFile: './step-08d-mermaid-target-groups.md'
activityWorkflowFile: '../workflow.md'
---
# Step 26: Format Platform Node
## STEP GOAL:
Create the central platform node with product name in ALL CAPS, category/tagline, and a multi-line transformation statement.
## 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 professional diagram nodes
- ✅ 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 central platform node
- 🚫 FORBIDDEN to use HTML tags or skip transformation statement
- 💬 Approach: Emotionally compelling transformation statement spanning 3-5 lines
- 📋 Node ID must be exactly PLATFORM
- 📋 Include category/tagline and multi-line transformation
## EXECUTION PROTOCOLS:
- 🎯 Format platform node following exact template
- 💾 Store platform_node and transformation_statement
- 📖 Transformation statement should describe before->after change
- 🚫 Do not skip any required element
## CONTEXT BOUNDARIES:
- Available context: Product name, vision, transformation goals
- Focus: Central platform node creation
- Limits: Follow exact node structure template
- Dependencies: Requires business goal nodes from step-08b
## Sequence of Instructions (Do not deviate, skip, or optimize)
### 1. Format Platform Node
**Node Structure Template:**
```
PLATFORM["<br/>EMOJI PRODUCT NAME<br/><br/>Category or tagline<br/><br/>Transformation statement<br/>that spans multiple lines<br/>describing the change<br/><br/>"]
```
**Required elements:**
1. Start with `<br/>` (top padding)
2. Emoji + Product name in ALL CAPS
3. Blank line (`<br/><br/>`)
4. Category or tagline
5. Blank line (`<br/><br/>`)
6. Transformation/value statement - break across multiple lines (3-5 lines)
7. End with `<br/><br/>` (bottom padding)
### 2. Craft Transformation Statement
The transformation statement should:
- Describe the before -> after change
- Be emotionally compelling
- Be specific about the transformation
- Span 3-5 lines for readability
- Connect to the strategic vision and transformation goals
### 3. Verify Rules Checklist
- Node ID is exactly `PLATFORM`
- Starts with `<br/>`
- Emoji at beginning
- Product name in ALL CAPS
- Category/tagline included
- Transformation statement spans multiple lines
- Each line ends with `<br/>`
- Ends with `<br/><br/>`
- No HTML tags
- Proper quote and bracket closure `"]`
Store platform_node and transformation_statement.
### 4. Present MENU OPTIONS
Display: "**Select an Option:** [C] Continue to Format Target Groups | [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. Platform node must be formatted before proceeding.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Platform node formatted with all required elements
- Transformation statement emotionally compelling and multi-line
- Product name in ALL CAPS with emoji
- Category/tagline included
- Proper padding and closure
- No HTML tags
### ❌ SYSTEM FAILURE:
- Wrong node ID (not PLATFORM)
- Missing transformation statement
- Single-line transformation
- HTML tags in node
- Missing category/tagline
- Improper closure
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.