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: '5-finalization'
description: 'Complete integration test and final approval for the logical view'
# File References
activityWorkflowFile: '../workflow-prototyping.md'
---
# Step 5: Finalization
## STEP GOAL:
Complete integration test and final approval for the logical view.
## 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 an Implementation Partner guiding structured development activities
- ✅ 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 software development methodology expertise, user brings domain knowledge and codebase familiarity
- ✅ Maintain clear and structured tone throughout
### Step-Specific Rules:
- 🎯 Focus only on announcing completion, running integration tests across all states, handling final issues, and presenting the complete logical view
- 🚫 FORBIDDEN to add new sections or features — only test and fix integration issues
- 💬 Approach: Comprehensive integration testing across all states with user
- 📋 All states must work correctly before marking the logical view as complete
## EXECUTION PROTOCOLS:
- 🎯 Integration test complete, all states working, logical view approved
- 💾 Final status recorded in work files and story files
- 📖 Reference logical view map for all states that need testing
- 🚫 Do not add new features — only fix integration issues
## CONTEXT BOUNDARIES:
- Available context: All completed sections; work file; logical view map; all story files
- Focus: Integration testing across all states
- Limits: No new features, only integration fixes
- Dependencies: All sections must be approved (Step 4g complete for all)
## Sequence of Instructions (Do not deviate, skip, or optimize)
### 1. Announce Completion
Present all completed sections, files created, and states covered.
### 2. Integration Test Instructions
Provide test instructions for each state:
- Clear browser data between states
- Actions to trigger each state
- Expected results for each state
**Check**:
- All Object IDs present
- State transitions work smoothly
- No console errors
- Responsive at target device width
### 3. Handle Final Issues or Approve
**If user reports issues**: Fix issues, update story files with learnings, update specifications if needed, re-test, loop until approved.
**If user approves**: Present complete summary including:
- View name and HTML file
- Sections completed count
- Object IDs implemented count
- States working count
- Device optimization
- Quality checklist (all items checked)
- All files created
Present options:
- Build another logical view in this scenario?
- Start a new scenario?
- Refine this view?
### 4. Scenario Completion Check
When all logical views complete, review `work/Logical-View-Map.md`:
- Are all logical views built?
- Are all scenario steps covered?
- Are all states working?
If YES: Scenario prototype complete!
### 5. Present MENU OPTIONS
Display: "**Select an Option:** [M] Return to Activity Menu"
#### Menu Handling Logic:
- IF M: Update design log, then load, read entire file, then execute {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
- ONLY proceed when user selects 'M'
- User can chat or ask questions - always respond and then redisplay menu options
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN the integration test passes and logical view is approved will you then load and read fully `{activityWorkflowFile}` to execute.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- All sections complete and integrated
- All states tested and working
- All Object IDs present
- Responsive at target device width
- No console errors
- Quality checklist fully checked
- Complete summary presented to user
### ❌ SYSTEM FAILURE:
- Not testing all states
- Skipping integration test
- Not presenting complete summary
- Leaving console errors unresolved
- Not checking scenario completion status
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.