agentic-sdlc 1.0.0 → 1.5.0

package/docs/analysis/Workflow-Optimization-Diagram.md

@@ -0,0 +1,524 @@
+# Workflow Optimization: Visual Comparison
+
+## Current State (33 Workflows) - BLOATED ❌
+
+```
+┌────────────────────────────────────────────────────────────────────┐
+│                      CURRENT STRUCTURE                              │
+│                         (33 FILES)                                  │
+├────────────────────────────────────────────────────────────────────┤
+│                                                                     │
+│  Role Workflows (13) - Mixed Complexity                            │
+│  ┌────────────────────────────────────────────────────────────┐   │
+│  │ pm.md, ba.md, po.md, sa.md, uiux.md, qa.md, seca.md,       │   │
+│  │ dev.md, devops.md, tester.md, reporter.md, stakeholder.md, │   │
+│  │ orchestrator.md                                            │   │
+│  └────────────────────────────────────────────────────────────┘   │
+│                                                                     │
+│  Process Workflows (10) - Many Duplicates                          │
+│  ┌────────────────────────────────────────────────────────────┐   │
+│  │ auto.md ⚠️ (dup with orchestrator)                         │   │
+│  │ cycle.md ✅                                                │   │
+│  │ compound.md ✅                                             │   │
+│  │ auto-learning-workflow.md ⚠️ (dup with compound+brain)     │   │
+│  │ explore.md ✅                                              │   │
+│  │ emergency.md ✅                                            │   │
+│  │ sprint.md ✅ (too minimal)                                 │   │
+│  │ route.md ✅                                                │   │
+│  │ cleanup.md ⚠️ (dup with housekeeping)                      │   │
+│  │ housekeeping.md ✅                                         │   │
+│  └────────────────────────────────────────────────────────────┘   │
+│                                                                     │
+│  Utility/Meta (10) - BLOAT                                         │
+│  ┌────────────────────────────────────────────────────────────┐   │
+│  │ brain.md ✅                                                │   │
+│  │ research.md ⚠️ (already in roles)                          │   │
+│  │ kb-search.md ⚠️ (659 bytes - trivial)                      │   │
+│  │ git-kb-integration.md ⚠️ (setup, not workflow)             │   │
+│  │ kb-hooks-setup.md ⚠️ (setup, not workflow)                 │   │
+│  │ cleanup-quick-reference.md ⚠️ (just reference)             │   │
+│  │ documentation-updates.md ⚠️ (should be in release)         │   │
+│  │ validate.md ✅                                             │   │
+│  │ metrics.md ✅                                              │   │
+│  │ release.md ✅                                              │   │
+│  └────────────────────────────────────────────────────────────┘   │
+│                                                                     │
+│  PROBLEMS:                                                          │
+│  • Too many files (cognitive overload)                             │
+│  • No clear hierarchy                                              │
+│  • Duplicate functionality                                         │
+│  • Mixing concerns (roles + processes + utilities)                │
+│  • Setup guides mixed with workflows                               │
+└────────────────────────────────────────────────────────────────────┘
+```
+
+---
+
+## Proposed State (20 Workflows) - OPTIMIZED ✅
+
+```
+┌────────────────────────────────────────────────────────────────────┐
+│                  OPTIMIZED STRUCTURE (20 FILES)                     │
+├────────────────────────────────────────────────────────────────────┤
+│                                                                     │
+│  📁 core/                    (8 Core SDLC Roles)                   │
+│  ┌──────────────────────────────────────────────────────────────┐ │
+│  │  1. pm.md           ← merged: po, reporter, stakeholder      │ │
+│  │  2. ba.md           ← GOLD STANDARD (586 lines)              │ │
+│  │  3. sa.md           ← System Analyst                         │ │
+│  │  4. uiux.md         ← UI/UX Designer                         │ │
+│  │  5. dev.md          ← Developer                              │ │
+│  │  6. devops.md       ← DevOps Engineer                        │ │
+│  │  7. tester.md       ← merged: qa                             │ │
+│  │  8. seca.md         ← Security Analyst                       │ │
+│  └──────────────────────────────────────────────────────────────┘ │
+│                                                                     │
+│  📁 process/                 (5 Core Processes)                    │
+│  ┌──────────────────────────────────────────────────────────────┐ │
+│  │  1. orchestrator.md ← merged: auto.md                        │ │
+│  │  2. cycle.md        ← Task Lifecycle (Plan→Work→Review)      │ │
+│  │  3. explore.md      ← Deep Investigation (3-order analysis)  │ │
+│  │  4. emergency.md    ← Incident Response (P0/P1/P2)           │ │
+│  │  5. sprint.md       ← Sprint Management (expanded)           │ │
+│  └──────────────────────────────────────────────────────────────┘ │
+│                                                                     │
+│  📁 support/                 (5 Support Tools)                     │
+│  ┌──────────────────────────────────────────────────────────────┐ │
+│  │  1. compound.md     ← Knowledge Capture (learning core)      │ │
+│  │  2. brain.md        ← merged: auto-learning-workflow         │ │
+│  │  3. route.md        ← Workflow Selection Intelligence        │ │
+│  │  4. release.md      ← merged: documentation-updates          │ │
+│  │  5. housekeeping.md ← merged: cleanup, cleanup-quick-ref     │ │
+│  └──────────────────────────────────────────────────────────────┘ │
+│                                                                     │
+│  📁 utilities/               (2 System Utilities)                  │
+│  ┌──────────────────────────────────────────────────────────────┐ │
+│  │  1. validate.md     ← System Health Check                    │ │
+│  │  2. metrics.md      ← Analytics & Reporting                  │ │
+│  └──────────────────────────────────────────────────────────────┘ │
+│                                                                     │
+│  IMPROVEMENTS:                                                      │
+│  ✅ Clear 4-tier hierarchy (core/process/support/utilities)        │
+│  ✅ No duplicates (merged overlapping functions)                   │
+│  ✅ Focused responsibilities (each file has clear purpose)         │
+│  ✅ Better discoverability (organized by type)                     │
+│  ✅ Reduced cognitive load (33 → 20 = 39% reduction)               │
+└────────────────────────────────────────────────────────────────────┘
+```
+
+---
+
+## SDLC Phase Mapping (Strict Compliance)
+
+```
+┌─────────────────────────────────────────────────────────────────────┐
+│                   STRICT SDLC FLOW MAPPING                          │
+├─────────────────────────────────────────────────────────────────────┤
+│                                                                     │
+│  Phase 1: PLANNING                    Workflows: @PM, @BA          │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  User Request → @PM gathers → @BA analyzes → Project Plan  │  │
+│  │  Tools: pm.md (planning), ba.md (requirements)              │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+│                        ↓ [User Approval Gate]                      │
+│                                                                     │
+│  Phase 2: DESIGN                      Workflows: @SA, @UIUX        │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  @SA designs architecture ║ @UIUX designs interface         │  │
+│  │  Tools: sa.md, uiux.md (parallel execution)                 │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+│                        ↓                                            │
+│                                                                     │
+│  Phase 3: VERIFICATION                Workflows: @TESTER, @SECA    │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  @TESTER reviews design ║ @SECA security review            │  │
+│  │  Tools: tester.md (QA merged), seca.md                      │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+│                        ↓ [Design Approval Gate]                    │
+│                                                                     │
+│  Phase 4: IMPLEMENTATION              Workflows: @DEV, @DEVOPS     │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  @DEV codes ║ @DEVOPS prepares infrastructure              │  │
+│  │  Tools: dev.md, devops.md + /cycle (for tasks)              │  │
+│  │  Support: /compound (capture learnings)                     │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+│                        ↓                                            │
+│                                                                     │
+│  Phase 5: TESTING                     Workflows: @TESTER           │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  @TESTER runs E2E tests, functional tests, integration     │  │
+│  │  Tools: tester.md                                           │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+│                        ↓                                            │
+│  (Bug Found?) → @DEV fixes (using /cycle or /emergency if P0)      │
+│                        ↓                                            │
+│                                                                     │
+│  Phase 6: DEPLOYMENT                  Workflows: @DEVOPS           │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  @DEVOPS deploys to staging → production                   │  │
+│  │  Tools: devops.md, /release (changelog, versioning)        │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+│                        ↓                                            │
+│                                                                     │
+│  Phase 7: REPORTING                   Workflows: @PM               │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  @PM generates reports, updates CHANGELOG                   │  │
+│  │  Tools: pm.md (reporting merged), /release                  │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+│                        ↓ [Final Approval Gate]                     │
+│                                                                     │
+│  Phase 8: APPROVAL                    Workflows: @PM               │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  @PM (representing stakeholder) approves final delivery     │  │
+│  │  Tools: pm.md (stakeholder merged)                          │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+│                        ↓                                            │
+│                   ✅ COMPLETE                                       │
+│                        or                                           │
+│                   ↻ REPEAT CYCLE (if rejected)                     │
+│                                                                     │
+├─────────────────────────────────────────────────────────────────────┤
+│  EMERGENCY PATH: /emergency (bypasses normal flow for P0/P1)       │
+│  ┌─────────────────────────────────────────────────────────────┐  │
+│  │  Incident → Assess → Hotfix → Deploy → Postmortem          │  │
+│  │  Tools: emergency.md + /compound (learn from incident)      │  │
+│  └─────────────────────────────────────────────────────────────┘  │
+└─────────────────────────────────────────────────────────────────────┘
+```
+
+---
+
+## Workflow Decision Tree
+
+```
+                        USER REQUEST
+                             │
+                             ▼
+                  ┌──────────────────────┐
+                  │  Is this PRODUCTION  │
+                  │  emergency (P0/P1)?  │
+                  └──────────────────────┘
+                       YES │      │ NO
+                           │      │
+                   /emergency    │
+                    (Hotfix)     ▼
+                                 │
+                    ┌────────────────────────┐
+                    │  Do you know which     │
+                    │  workflow to use?      │
+                    └────────────────────────┘
+                       NO  │         │ YES
+                           │         │
+                        /route      │
+                     (Intelligence)  ▼
+                           │         │
+                           │    ┌────────────────────┐
+                           │    │  Is this a new     │
+                           │    │  project/feature?  │
+                           │    └────────────────────┘
+                           │       YES │      │ NO
+                           │           │      │
+                           │      Is complex? │
+                           │         YES│  NO │
+                           │            │     │
+                           │       /explore   │
+                           │      (Analyze)   │
+                           │            │     │
+                           │            ▼     ▼
+                           │         @PM creates
+                           │         Project Plan
+                           │            │
+                           │            ▼
+                           │    ┌────────────────────┐
+                           │    │  SDLC Flow Starts  │
+                           │    │  (See above)       │
+                           │    └────────────────────┘
+                           │            │
+                           │            ▼
+                           │    For each task < 4h:
+                           │         Use /cycle
+                           │            │
+                           │            ▼
+                           │    After solving problem:
+                           │         Use /compound
+                           │            │
+                           └────────────┴──────────────┐
+                                                       │
+                                                       ▼
+                                        ┌──────────────────────────┐
+                                        │  End of Sprint?          │
+                                        └──────────────────────────┘
+                                               YES │       │ NO
+                                                   │       │
+                                               /sprint     └─→ Continue
+                                            (Review+Retro)
+                                                   │
+                                                   ▼
+                                        Need to release version?
+                                               YES │       │ NO
+                                                   │       │
+                                               /release    └─→ Done
+                                            (Changelog+Tag)
+                                                   │
+                                                   ▼
+                                              COMPLETE
+```
+
+---
+
+## Role Consolidation Rationale
+
+### ❌ DELETE: po.md (Product Owner) → ✅ MERGE into pm.md
+
+**Reasoning:**
+```
+PM Duties:
+├── Project Planning
+├── Scope Management
+├── Timeline Management
+├── Resource Allocation
+└── ⭐ Backlog Prioritization (overlaps with PO)
+
+PO Duties:
+├── ⭐ Backlog Management (overlaps with PM)
+├── User Story Prioritization
+├── Business Value Assessment
+└── Stakeholder Communication (overlaps with PM)
+
+Overlap: ~70%
+Decision: PM should own entire backlog lifecycle
+```
+
+### ❌ DELETE: qa.md (Quality Assurance) → ✅ MERGE into tester.md
+
+**Reasoning:**
+```
+QA Duties:
+├── Design Verification
+├── Test Strategy
+├── Quality Gates
+└── Acceptance Criteria
+
+TESTER Duties:
+├── Test Execution
+├── Bug Reporting
+├── Test Automation
+└── Regression Testing
+
+Timeline: QA (before testing) → TESTER (during testing)
+Reality: Same person/phase in SDLC
+Decision: Unified Testing workflow (Design Review + Execution)
+```
+
+### ❌ DELETE: reporter.md (Reporter) → ✅ MERGE into pm.md
+
+**Reasoning:**
+```
+REPORTER Duties:
+├── Generate progress reports
+├── Update CHANGELOG
+├── Create documentation
+└── Communicate status
+
+PM Duties:
+├── Project oversight
+├── Stakeholder communication
+├── Status tracking
+└── ⭐ Should naturally own reporting
+
+Decision: Reporting is administrative PM duty, not separate role
+```
+
+### ❌ DELETE: stakeholder.md → ✅ MERGE into pm.md
+
+**Reasoning:**
+```
+STAKEHOLDER is not an AI agent role - it's an APPROVAL GATE
+
+Current flow:
+  @PM creates plan → USER approves → @SA designs → ...
+                    ↑
+                (This is "stakeholder")
+
+Stakeholder = User who gives approval
+PM = Agent who represents user interests in the team
+
+Decision: PM handles stakeholder communication and approval flow
+```
+
+---
+
+## File Size & Quality Comparison
+
+```
+BEFORE (33 files):                    AFTER (20 files):
+─────────────────                     ──────────────────
+
+Top Quality (> 400 lines):            Expanded to Standard:
+  ba.md          586 lines ⭐⭐⭐⭐⭐      ba.md          586 lines ⭐⭐⭐⭐⭐
+  compound.md    432 lines ⭐⭐⭐⭐⭐      compound.md    432 lines ⭐⭐⭐⭐⭐
+  emergency.md   420 lines ⭐⭐⭐⭐⭐      emergency.md   420 lines ⭐⭐⭐⭐⭐
+                                      pm.md          400+ lines ⭐⭐⭐⭐ (merged PO+Reporter+Stakeholder)
+Good Quality (200-400 lines):         tester.md      350+ lines ⭐⭐⭐⭐ (merged QA)
+  route.md       330 lines ⭐⭐⭐⭐       sprint.md      300+ lines ⭐⭐⭐⭐ (expanded)
+  explore.md     268 lines ⭐⭐⭐⭐
+  cycle.md       173 lines ⭐⭐⭐⭐       Same High Quality:
+  pm.md          169 lines ⭐⭐⭐        route.md       330 lines ⭐⭐⭐⭐
+                                      explore.md     268 lines ⭐⭐⭐⭐
+Adequate (100-200 lines):             cycle.md       173 lines ⭐⭐⭐⭐
+  Most role workflows ⭐⭐⭐
+                                      Rest Standardized (200-300 lines):
+Poor Quality (< 100 lines):             sa.md, uiux.md, dev.md, devops.md, seca.md,
+  sprint.md      88 lines ⚠️            orchestrator.md, brain.md, release.md,
+  validate.md    82 lines ⚠️            housekeeping.md, validate.md, metrics.md
+  orchestrator.md 60 lines ⚠️
+                                      ALL workflows aim for ⭐⭐⭐⭐ quality
+Trivial (< 50 lines):
+  kb-search.md   ~30 lines ❌
+```
+
+---
+
+## Migration Path
+
+### Step 1: Backup
+```bash
+# Create backup
+cp -r .agent/workflows .agent/workflows.backup-2026-01-03
+```
+
+### Step 2: Merge Files
+```bash
+# Merge PO into PM
+cat .agent/workflows/po.md >> .agent/workflows/pm.md
+# (clean up duplicates, organize sections)
+
+# Merge QA into Tester
+cat .agent/workflows/qa.md >> .agent/workflows/tester.md
+
+# Merge auto into orchestrator
+cat .agent/workflows/auto.md >> .agent/workflows/orchestrator.md
+
+# Merge auto-learning into brain
+cat .agent/workflows/auto-learning-workflow.md >> .agent/workflows/brain.md
+
+# Merge cleanup into housekeeping
+cat .agent/workflows/cleanup.md >> .agent/workflows/housekeeping.md
+
+# Merge docs-updates into release
+cat .agent/workflows/documentation-updates.md >> .agent/workflows/release.md
+```
+
+### Step 3: Reorganize
+```bash
+# Create new structure
+mkdir -p .agent/workflows/{core,process,support,utilities}
+
+# Move to new locations
+mv .agent/workflows/{pm,ba,sa,uiux,dev,devops,tester,seca}.md .agent/workflows/core/
+mv .agent/workflows/{orchestrator,cycle,explore,emergency,sprint}.md .agent/workflows/process/
+mv .agent/workflows/{compound,brain,route,release,housekeeping}.md .agent/workflows/support/
+mv .agent/workflows/{validate,metrics}.md .agent/workflows/utilities/
+```
+
+### Step 4: Archive
+```bash
+# Archive deleted workflows
+mkdir -p .agent/archive/workflows-consolidated-2026-01-03
+mv .agent/workflows/{po,qa,reporter,stakeholder,auto,auto-learning-workflow,cleanup,documentation-updates,research,kb-search,cleanup-quick-reference}.md .agent/archive/workflows-consolidated-2026-01-03/
+
+# Move setup guides to docs
+mv .agent/workflows/{git-kb-integration,kb-hooks-setup}.md docs/setup/
+```
+
+### Step 5: Update References
+```bash
+# Update .cursorrules, .windsurfrules to reference new paths
+# Update global.md role list
+# Create INDEX.md in each folder
+# Run /validate to check for broken references
+```
+
+---
+
+## Quality Standards (All Workflows)
+
+### Required Sections
+```markdown
+---
+description: [Brief one-line description]
+---
+
+# Workflow Title (@ROLE or /workflow)
+
+## Role Description / Overview
+[What this workflow does, when to use]
+
+## MCP Intelligence Setup (for roles)
+[Which MCPs to leverage]
+
+## Key Duties / Workflow Steps
+### 0. RESEARCH FIRST (MANDATORY) - for complex tasks
+[Research agent integration]
+
+### 1-N. [Step Name]
+[Detailed instructions]
+
+## Artifact Templates (if applicable)
+[Code/document templates]
+
+## Integration with Roles
+[Which other workflows this collaborates with]
+
+## Strict Rules
+[Dos and don'ts]
+
+## Neo4j Skills Integration (for roles)
+[How to query and sync skills]
+
+## Success Criteria
+[Checklist for completion]
+
+## Handoff Template
+[Communication format for next role]
+
+#tags #workflow
+```
+
+### Minimum Length
+- Core Roles: 250+ lines (BA is 586 lines - gold standard)
+- Processes: 200+ lines
+- Support: 150+ lines
+- Utilities: 100+ lines
+
+### Quality Checks
+- [ ] All sections present
+- [ ] Clear step-by-step instructions
+- [ ] Examples provided
+- [ ] MCP integration specified
+- [ ] Research mandate (for complex work)
+- [ ] Handoff template defined
+- [ ] Success criteria clear
+- [ ] Related workflows linked
+
+---
+
+## Expected Benefits
+
+### Quantitative
+- **39% reduction** in file count (33 → 20)
+- **90% reduction** in duplicate content
+- **50% increase** in average workflow quality (more comprehensive)
+- **80% discoverability improvement** (clear hierarchy)
+
+### Qualitative
+- ✅ Reduced cognitive load (easier to find right workflow)
+- ✅ No confusion about overlapping roles
+- ✅ Clear SDLC compliance mapping
+- ✅ Easier onboarding for new users
+- ✅ Better maintainability (fewer files to update)
+- ✅ Professional appearance
+
+---
+
+#workflow-optimization #sdlc #architecture #visual-guide