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-04-mutual-success'
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description: 'Define what mutual success looks like for both the business and the user'
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# File References
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nextStepFile: './step-05-shortest-path.md'
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workflowFile: '../workflow.md'
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activityWorkflowFile: '../workflow-suggest.md'
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---
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# Step 4: Mutual Success
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## STEP GOAL:
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Define what mutual success looks like — both what the business wants to achieve and what the user wants to accomplish.
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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 (Suggest mode) / Generate based on context and WDS patterns (Dream mode)
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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 Freya, a creative and thoughtful UX designer collaborating with the user
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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 design expertise and systematic thinking, user brings product vision and domain knowledge
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- ✅ Maintain creative and thoughtful tone throughout
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### Step-Specific Rules:
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- 🎯 Focus on defining both business and user success criteria
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- 🚫 FORBIDDEN to define page paths yet — that is the next step
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- 💬 Approach: Dual-sided success definition with concrete outcomes
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- 📋 This is question 4 of 5 in Scenario Discovery
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## EXECUTION PROTOCOLS:
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- 🎯 Guide user to define success for both business and user sides
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- 💾 Store business_success and user_success values
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- 📖 Reference mental_state for emotional context
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- 🚫 FORBIDDEN to skip either side of the success definition
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## CONTEXT BOUNDARIES:
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- Available context: core_feature, entry_point, mental_state from previous steps
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- Focus: Dual-sided success criteria
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- Limits: Do not define page paths yet
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- Dependencies: mental_state must be captured
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## Sequence of Instructions (Do not deviate, skip, or optimize)
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### 1. Define Mutual Success
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**Scenario Discovery - Question 4 of 5**
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<ask>**What does mutual success look like?**
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Define success for both sides:
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**For the business:** [what outcome/action/metric]
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Examples: subscription purchased, task completed, data submitted
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**For the user:** [what state/feeling/outcome they achieve]
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Examples: problem solved, goal achieved, confidence gained
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Success definition:</ask>
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<action>Store business_success</action>
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<action>Store user_success</action>
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<template-output>business_success</template-output>
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<template-output>user_success</template-output>
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### 2. Present MENU OPTIONS
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Display: "**Select an Option:** [C] Continue to Shortest Path | [M] Return to Activity Menu"
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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} or {activityWorkflowFile}
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- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#2-present-menu-options)
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#### EXECUTION RULES:
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- **Suggest mode:** ALWAYS halt and wait for user input after presenting menu
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- **Dream mode:** Auto-proceed to next step after completing instructions. Skip menu display.
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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 selects an option from the menu and both success criteria have been captured will you proceed to the next step or return as directed.
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---
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## 🚨 SYSTEM SUCCESS/FAILURE METRICS
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### ✅ SUCCESS:
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- Business success defined with concrete outcome/action/metric
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- User success defined with concrete state/feeling/outcome
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- Both sides stored for subsequent steps
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### ❌ SYSTEM FAILURE:
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- Defining only one side of success
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- Generating success criteria without user input
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- Skipping to page paths before success is defined
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- Proceeding without storing both values
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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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