bmad-method 4.13.0 → 4.14.0

package/dist/agents/bmad-orchestrator.txt

@@ -431,6 +431,50 @@ BMAD-METHOD (Breakthrough Method of Agile AI-driven Development) is a framework
 - **Quality Assurance**: Structured testing and validation
 - **Documentation**: Professional PRDs, architecture docs, user stories
 
+## How BMAD Works
+
+### The Core Method
+
+BMAD transforms you into a "Vibe CEO" - directing a team of specialized AI agents through structured workflows. Here's how:
+
+1. **You Direct, AI Executes**: You provide vision and decisions; agents handle implementation details
+2. **Specialized Agents**: Each agent masters one role (PM, Developer, Architect, etc.)
+3. **Structured Workflows**: Proven patterns guide you from idea to deployed code
+4. **Clean Handoffs**: Fresh context windows ensure agents stay focused and effective
+
+### The Two-Phase Approach
+
+**Phase 1: Planning (Web UI - Cost Effective)**
+- Use large context windows (Gemini's 1M tokens)
+- Generate comprehensive documents (PRD, Architecture)
+- Leverage multiple agents for brainstorming
+- Create once, use throughout development
+
+**Phase 2: Development (IDE - Implementation)**
+- Shard documents into manageable pieces
+- Execute focused SM → Dev cycles
+- One story at a time, sequential progress
+- Real-time file operations and testing
+
+### The Development Loop
+
+```text
+1. SM Agent (New Chat) → Creates next story from sharded docs
+2. You → Review and approve story
+3. Dev Agent (New Chat) → Implements approved story
+4. QA Agent (New Chat) → Reviews and refactors code
+5. You → Verify completion
+6. Repeat until epic complete
+```
+
+### Why This Works
+
+- **Context Optimization**: Clean chats = better AI performance
+- **Role Clarity**: Agents don't context-switch = higher quality
+- **Incremental Progress**: Small stories = manageable complexity
+- **Human Oversight**: You validate each step = quality control
+- **Document-Driven**: Specs guide everything = consistency
+
 ## Getting Started
 
 ### Quick Start Options
@@ -445,7 +489,7 @@ BMAD-METHOD (Breakthrough Method of Agile AI-driven Development) is a framework
 5. Type `/help` to see available commands
 
 #### Option 2: IDE Integration
-**Best for**: Cursor, Claude Code, Windsurf, VS Code users
+**Best for**: Cursor, Claude Code, Windsurf, Cline, Roo Code users
 
 ```bash
 # Interactive installation (recommended)
@@ -454,13 +498,22 @@ npx bmad-method install
 
 **Installation Steps**:
 - Choose "Complete installation"
-- Select your IDE (Cursor, Claude Code, Windsurf, or Roo Code)
+- Select your IDE from supported options:
+  - **Cursor**: Native AI integration
+  - **Claude Code**: Anthropic's official IDE
+  - **Windsurf**: Built-in AI capabilities
+  - **Cline**: VS Code extension with AI features
+  - **Roo Code**: Web-based IDE with agent support
+
+**Note for VS Code Users**: BMAD-METHOD assumes when you mention "VS Code" that you're using it with an AI-powered extension like GitHub Copilot, Cline, or Roo. Standard VS Code without AI capabilities cannot run BMAD agents. The installer includes built-in support for Cline and Roo.
 
 **Verify Installation**:
 - `.bmad-core/` folder created with all agents
 - IDE-specific integration files created
 - All agent commands/rules/modes available
 
+**Remember**: At its core, BMAD-METHOD is about mastering and harnessing prompt engineering. Any IDE with AI agent support can use BMAD - the framework provides the structured prompts and workflows that make AI development effective
+
 ### Environment Selection Guide
 
 **Use Web UI for**:
@@ -477,6 +530,47 @@ npx bmad-method install
 
 **Cost-Saving Tip**: Create large documents (PRDs, architecture) in web UI, then copy to `docs/prd.md` and `docs/architecture.md` in your project before switching to IDE for development.
 
+### IDE-Only Workflow Considerations
+
+**Can you do everything in IDE?** Yes, but understand the tradeoffs:
+
+**Pros of IDE-Only**:
+- Single environment workflow
+- Direct file operations from start
+- No copy/paste between environments
+- Immediate project integration
+
+**Cons of IDE-Only**:
+- Higher token costs for large document creation
+- Smaller context windows (varies by IDE/model)
+- May hit limits during planning phases
+- Less cost-effective for brainstorming
+
+**Using Web Agents in IDE**:
+- **NOT RECOMMENDED**: Web agents (PM, Architect) have rich dependencies designed for large contexts
+- **Why it matters**: Dev agents are kept lean to maximize coding context
+- **The principle**: "Dev agents code, planning agents plan" - mixing breaks this optimization
+
+**About bmad-master and bmad-orchestrator**:
+- **bmad-master**: CAN do any task without switching agents, BUT...
+- **Still use specialized agents for planning**: PM, Architect, and UX Expert have tuned personas that produce better results
+- **Why specialization matters**: Each agent's personality and focus creates higher quality outputs
+- **If using bmad-master/orchestrator**: Fine for planning phases, but...
+
+**CRITICAL RULE for Development**:
+- **ALWAYS use SM agent for story creation** - Never use bmad-master/orchestrator
+- **ALWAYS use Dev agent for implementation** - Never use bmad-master/orchestrator
+- **Why this matters**: SM and Dev agents are specifically optimized for the development workflow
+- **No exceptions**: Even if using bmad-master for everything else, switch to SM → Dev for implementation
+
+**Best Practice for IDE-Only**:
+1. Use PM/Architect/UX agents for planning (better than bmad-master)
+2. Create documents directly in project
+3. Shard immediately after creation
+4. **MUST switch to SM agent** for story creation
+5. **MUST switch to Dev agent** for implementation
+6. Keep planning and coding in separate chat sessions
+
 ## Core Configuration (core-config.yml)
 
 **New in V4**: The `bmad-core/core-config.yml` file is a critical innovation that enables BMAD to work seamlessly with any project structure, providing maximum flexibility and backwards compatibility.
@@ -754,10 +848,14 @@ that can handle [specific requirements]."
 
 **Prerequisites**: Planning documents must exist in `docs/` folder
 
-1. **Document Sharding**: 
-   - `@bmad-master` or `@po` shard `docs/prd.md` to `docs/prd/` folder
-   - If architecture exists, shard to `docs/architecture/` folder
-   - Results in multiple manageable documents and epic files
+1. **Document Sharding** (CRITICAL STEP): 
+   - Documents created by PM/Architect (in Web or IDE) MUST be sharded for development
+   - Two methods to shard:
+     a) **Manual**: Drag `shard-doc` task + document file into chat
+     b) **Agent**: Ask `@bmad-master` or `@po` to shard documents
+   - Shards `docs/prd.md` → `docs/prd/` folder
+   - Shards `docs/architecture.md` → `docs/architecture/` folder
+   - **WARNING**: Do NOT shard in Web UI - copying many small files is painful!
 
 2. **Verify Sharded Content**:
    - At least one `epic-n.md` file in `docs/prd/` with stories in development order
@@ -771,19 +869,34 @@ that can handle [specific requirements]."
 
 3. **Development Cycle** (Sequential, one story at a time):
 
-   **Step 1 - Story Creation**: New chat window → `@sm` → `*create`
+   **CRITICAL CONTEXT MANAGEMENT**:
+   - **Context windows matter!** Always use fresh, clean context windows
+   - **Model selection matters!** Use most powerful thinking model for SM story creation
+   - **ALWAYS start new chat between SM, Dev, and QA work**
+
+   **Step 1 - Story Creation**: 
+   - **NEW CLEAN CHAT** → Select powerful model → `@sm` → `*create`
    - SM executes create-next-story task
    - Review generated story in `docs/stories/`
    - Update status from "Draft" to "Approved"
    
-   **Step 2 - Story Implementation**: New chat window → `@dev`
+   **Step 2 - Story Implementation**: 
+   - **NEW CLEAN CHAT** → `@dev`
    - Agent asks which story to implement
    - Include story file content to save dev agent lookup time
    - Dev follows tasks/subtasks, marking completion
-   - Dev leaves notes for SM about any deviations
-   - Update status to "Done"
+   - Dev maintains File List of all changes
+   - Dev marks story as "Review" when complete with all tests passing
    
-   **Step 3 - Repeat**: Continue SM → Dev cycle until all epic stories complete
+   **Step 3 - Senior QA Review**:
+   - **NEW CLEAN CHAT** → `@qa` → execute review-story task
+   - QA performs senior developer code review
+   - QA can refactor and improve code directly
+   - QA appends results to story's QA Results section
+   - If approved: Status → "Done"
+   - If changes needed: Status stays "Review" with unchecked items for dev
+   
+   **Step 4 - Repeat**: Continue SM → Dev → QA cycle until all epic stories complete
 
 **Important**: Only 1 story in progress at a time, worked sequentially until all epic stories complete.
 
@@ -803,12 +916,27 @@ Each status change requires user verification and approval before proceeding.
 - Development execution
 - Testing and deployment
 
-#### Brownfield Enhancement
-- Current system analysis
-- Enhancement planning
-- Impact assessment
-- Incremental development
-- Integration testing
+#### Brownfield Enhancement (Existing Projects)
+
+**Key Concept**: Brownfield development requires generating good documentation for agents to understand your existing project.
+
+**Recommended Approach**:
+1. **Analysis Phase**: Use Gemini Web or AI Studio with their 1M+ context windows
+2. **Document Generation**: Ask Architect agent to analyze your project and run `document-project` task
+3. **PRD Creation**: Even brownfield projects typically need a PRD unless:
+   - Very small, focused changes
+   - Using `brownfield-create-epic` for single epic without full PRD
+4. **Architecture Assessment**: Use brownfield-specific templates for complex enhancements
+
+**Brownfield Templates Available**:
+- `brownfield-prd-tmpl.md`: For substantial enhancements requiring multiple stories
+- `brownfield-architecture-tmpl.md`: For complex changes impacting system architecture
+- Both templates emphasize compatibility and integration with existing systems
+
+**When to Skip PRD**:
+- For focused, single-epic work, use `brownfield-create-epic` task with detailed guidance
+- For one-off stories without larger context
+- Note: These tasks will evolve to require some documentation (potentially from `document-project`)
 
 ## Document Creation Best Practices
 
@@ -889,12 +1017,94 @@ Use the `shard-doc` task or `@kayvan/markdown-tree-parser` tool for automatic sh
 - **Keep conversations focused** - One agent, one task per conversation
 - **Review everything** - Always review and approve before marking complete
 
+## Contributing to BMAD-METHOD
+
+### Quick Contribution Guidelines
+
+For full details, see `CONTRIBUTING.md`. Key points:
+
+**Fork Workflow**:
+1. Fork the repository
+2. Create feature branches
+3. Submit PRs to `next` branch (default) or `main` for critical fixes only
+4. Keep PRs small: 200-400 lines ideal, 800 lines maximum
+5. One feature/fix per PR
+
+**PR Requirements**:
+- Clear descriptions (max 200 words) with What/Why/How/Testing
+- Use conventional commits (feat:, fix:, docs:)
+- Atomic commits - one logical change per commit
+- Must align with guiding principles
+
+**Core Principles** (from GUIDING-PRINCIPLES.md):
+- **Dev Agents Must Be Lean**: Minimize dependencies, save context for code
+- **Natural Language First**: Everything in markdown, no code in core
+- **Core vs Expansion Packs**: Core for universal needs, packs for specialized domains
+- **Design Philosophy**: "Dev agents code, planning agents plan"
+
+## Expansion Packs
+
+### What Are Expansion Packs?
+
+Expansion packs extend BMAD-METHOD beyond traditional software development into ANY domain. They provide specialized agent teams, templates, and workflows while keeping the core framework lean and focused on development.
+
+### Why Use Expansion Packs?
+
+1. **Keep Core Lean**: Dev agents maintain maximum context for coding
+2. **Domain Expertise**: Deep, specialized knowledge without bloating core
+3. **Community Innovation**: Anyone can create and share packs
+4. **Modular Design**: Install only what you need
+
+### Available Expansion Packs
+
+**Technical Packs**:
+- **Infrastructure/DevOps**: Cloud architects, SRE experts, security specialists
+- **Game Development**: Game designers, level designers, narrative writers
+- **Mobile Development**: iOS/Android specialists, mobile UX experts
+- **Data Science**: ML engineers, data scientists, visualization experts
+
+**Non-Technical Packs**:
+- **Business Strategy**: Consultants, financial analysts, marketing strategists
+- **Creative Writing**: Plot architects, character developers, world builders
+- **Health & Wellness**: Fitness trainers, nutritionists, habit engineers
+- **Education**: Curriculum designers, assessment specialists
+- **Legal Support**: Contract analysts, compliance checkers
+
+**Specialty Packs**:
+- **Expansion Creator**: Tools to build your own expansion packs
+- **RPG Game Master**: Tabletop gaming assistance
+- **Life Event Planning**: Wedding planners, event coordinators
+- **Scientific Research**: Literature reviewers, methodology designers
+
+### Using Expansion Packs
+
+1. **Browse Available Packs**: Check `expansion-packs/` directory
+2. **Get Inspiration**: See `docs/expansion-pack-ideas.md` for detailed examples
+3. **Install via CLI**: 
+   ```bash
+   npx bmad-method install
+   # Select "Install expansion pack" option
+   ```
+4. **Use in Your Workflow**: Installed packs integrate seamlessly with existing agents
+
+### Creating Custom Expansion Packs
+
+Use the **expansion-creator** pack to build your own:
+
+1. **Define Domain**: What expertise are you capturing?
+2. **Design Agents**: Create specialized roles with clear boundaries
+3. **Build Resources**: Tasks, templates, checklists for your domain
+4. **Test & Share**: Validate with real use cases, share with community
+
+**Key Principle**: Expansion packs democratize expertise by making specialized knowledge accessible through AI agents.
+
 ## Getting Help
 
 - **Commands**: Use `/help` in any environment to see available commands
 - **Agent Switching**: Use `/switch agent-name` with orchestrator for role changes
 - **Documentation**: Check `docs/` folder for project-specific context
 - **Community**: Discord and GitHub resources available for support
+- **Contributing**: See `CONTRIBUTING.md` for full guidelines
 ==================== END: data#bmad-kb ====================
 
 ==================== START: utils#workflow-management ====================

package/dist/agents/dev.txt

@@ -67,6 +67,7 @@ core_principles:
   - CRITICAL: Dev Record Only - ONLY update story file Dev Agent Record sections (checkboxes/Debug Log/Completion Notes/Change Log)
   - Strive for Sequential Task Execution - Complete tasks 1-by-1 and mark [x] as completed
   - Test-Driven Quality - Write tests alongside code. Task incomplete without passing tests
+  - Quality Gate Discipline - NEVER complete tasks with failing automated validations
   - Debug Log Discipline - Log temp changes to md table in devDebugLog. Revert after fix.
   - Block Only When Critical - HALT for: missing approval/ambiguous reqs/3 failures/missing config
   - Code Excellence - Clean, secure, maintainable code per loaded standards
@@ -78,15 +79,16 @@ commands:
   - complete-story: Finalize to "Review"
   - exit: Say goodbye as the Developer, and then abandon inhabiting this persona
 task-execution:
-  flow: Read task→Implement→Write tests→Pass tests→Update [x]→Next task
+  flow: Read task→Implement→Write tests→Execute validations→Only if ALL pass→Update [x]→Next task
   updates-ONLY:
     - 'Checkboxes: [ ] not started | [-] in progress | [x] complete'
     - 'Debug Log: | Task | File | Change | Reverted? |'
     - 'Completion Notes: Deviations only, <50 words'
     - 'Change Log: Requirement changes only'
-  blocking: Unapproved deps | Ambiguous after story check | 3 failures | Missing config
-  done: Code matches reqs + Tests pass + Follows standards + No lint errors
-  completion: All [x]→Lint→Tests(100%)→Integration(if noted)→Coverage(80%+)→E2E(if noted)→DoD→Summary→HALT
+    - 'File List: CRITICAL - Maintain complete list of ALL files created/modified during implementation'
+  blocking: Unapproved deps | Ambiguous after story check | 3 failures | Missing config | Failing validations
+  done: Code matches reqs + All validations pass + Follows standards + File List complete
+  completion: All [x]→Validations pass→Integration(if noted)→E2E(if noted)→DoD→Update File List→Mark Ready for Review→HALT
 dependencies:
   tasks:
     - execute-checklist

package/dist/agents/pm.txt

@@ -978,9 +978,27 @@ The LLM will:
 - Create a folder structure to organize the sharded documents
 - Maintain all content integrity including code blocks, diagrams, and markdown formatting
 
-## Recommended Method: @kayvan/markdown-tree-parser
+## Primary Method: Automatic with markdown-tree
 
-[[LLM: First, suggest the user install and use the @kayvan/markdown-tree-parser tool if the md-tree command is unavailable so we can have the best performance and reliable document sharding. Let the user know this will save cost of having the LLM to the expensive sharding operation. Give instructions for MPV NPX and PNPM global installs.]]
+[[LLM: First, check if markdownExploder is set to true in bmad-core/core-config.yml. If it is, attempt to run the command: `md-tree explode {input file} {output path}`.
+
+If the command succeeds, inform the user that the document has been sharded successfully and STOP - do not proceed further.
+
+If the command fails (especially with an error indicating the command is not found or not available), inform the user: "The markdownExploder setting is enabled but the md-tree command is not available. Please either:
+
+1. Install @kayvan/markdown-tree-parser globally with: `npm install -g @kayvan/markdown-tree-parser`
+2. Or set markdownExploder to false in bmad-core/core-config.yml
+
+**IMPORTANT: STOP HERE - do not proceed with manual sharding until one of the above actions is taken.**"
+
+If markdownExploder is set to false, inform the user: "The markdownExploder setting is currently false. For better performance and reliability, you should:
+
+1. Set markdownExploder to true in bmad-core/core-config.yml
+2. Install @kayvan/markdown-tree-parser globally with: `npm install -g @kayvan/markdown-tree-parser`
+
+I will now proceed with the manual sharding process."
+
+Then proceed with the manual method below ONLY if markdownExploder is false.]]
 
 ### Installation and Usage
 
@@ -1013,19 +1031,19 @@ If the user has @kayvan/markdown-tree-parser installed, use it and skip the manu
 
 ---
 
-## Manual Method (if @kayvan/markdown-tree-parser is not available)
+## Manual Method (if @kayvan/markdown-tree-parser is not available or user indicated manual method)
 
 [[LLM: Only proceed with the manual instructions below if the user cannot or does not want to use @kayvan/markdown-tree-parser.]]
 
 ### Task Instructions
 
-### 1. Identify Document and Target Location
+1. Identify Document and Target Location
 
 - Determine which document to shard (user-provided path)
 - Create a new folder under `docs/` with the same name as the document (without extension)
 - Example: `docs/prd.md` → create folder `docs/prd/`
 
-### 2. Parse and Extract Sections
+2. Parse and Extract Sections
 
 [[LLM: When sharding the document:
 
@@ -1035,7 +1053,7 @@ If the user has @kayvan/markdown-tree-parser installed, use it and skip the manu
    - Extract the section heading and ALL content until the next level 2 section
    - Include all subsections, code blocks, diagrams, lists, tables, etc.
    - Be extremely careful with:
-     - Fenced code blocks (```) - ensure you capture the full block including closing backticks
+     - Fenced code blocks (```) - ensure you capture the full block including closing backticks and account for potential misleading level 2's that are actually part of a fenced section example
      - Mermaid diagrams - preserve the complete diagram syntax
      - Nested markdown elements
      - Multi-line content that might contain ## inside code blocks
@@ -1054,7 +1072,7 @@ For each extracted section:
 
 2. **Adjust heading levels**:
 
-   - The level 2 heading becomes level 1 (# instead of ##)
+   - The level 2 heading becomes level 1 (# instead of ##) in the sharded new document
    - All subsection levels decrease by 1:
 
    ```txt

package/dist/agents/po.txt

@@ -210,9 +210,27 @@ The LLM will:
 - Create a folder structure to organize the sharded documents
 - Maintain all content integrity including code blocks, diagrams, and markdown formatting
 
-## Recommended Method: @kayvan/markdown-tree-parser
+## Primary Method: Automatic with markdown-tree
 
-[[LLM: First, suggest the user install and use the @kayvan/markdown-tree-parser tool if the md-tree command is unavailable so we can have the best performance and reliable document sharding. Let the user know this will save cost of having the LLM to the expensive sharding operation. Give instructions for MPV NPX and PNPM global installs.]]
+[[LLM: First, check if markdownExploder is set to true in bmad-core/core-config.yml. If it is, attempt to run the command: `md-tree explode {input file} {output path}`.
+
+If the command succeeds, inform the user that the document has been sharded successfully and STOP - do not proceed further.
+
+If the command fails (especially with an error indicating the command is not found or not available), inform the user: "The markdownExploder setting is enabled but the md-tree command is not available. Please either:
+
+1. Install @kayvan/markdown-tree-parser globally with: `npm install -g @kayvan/markdown-tree-parser`
+2. Or set markdownExploder to false in bmad-core/core-config.yml
+
+**IMPORTANT: STOP HERE - do not proceed with manual sharding until one of the above actions is taken.**"
+
+If markdownExploder is set to false, inform the user: "The markdownExploder setting is currently false. For better performance and reliability, you should:
+
+1. Set markdownExploder to true in bmad-core/core-config.yml
+2. Install @kayvan/markdown-tree-parser globally with: `npm install -g @kayvan/markdown-tree-parser`
+
+I will now proceed with the manual sharding process."
+
+Then proceed with the manual method below ONLY if markdownExploder is false.]]
 
 ### Installation and Usage
 
@@ -245,19 +263,19 @@ If the user has @kayvan/markdown-tree-parser installed, use it and skip the manu
 
 ---
 
-## Manual Method (if @kayvan/markdown-tree-parser is not available)
+## Manual Method (if @kayvan/markdown-tree-parser is not available or user indicated manual method)
 
 [[LLM: Only proceed with the manual instructions below if the user cannot or does not want to use @kayvan/markdown-tree-parser.]]
 
 ### Task Instructions
 
-### 1. Identify Document and Target Location
+1. Identify Document and Target Location
 
 - Determine which document to shard (user-provided path)
 - Create a new folder under `docs/` with the same name as the document (without extension)
 - Example: `docs/prd.md` → create folder `docs/prd/`
 
-### 2. Parse and Extract Sections
+2. Parse and Extract Sections
 
 [[LLM: When sharding the document:
 
@@ -267,7 +285,7 @@ If the user has @kayvan/markdown-tree-parser installed, use it and skip the manu
    - Extract the section heading and ALL content until the next level 2 section
    - Include all subsections, code blocks, diagrams, lists, tables, etc.
    - Be extremely careful with:
-     - Fenced code blocks (```) - ensure you capture the full block including closing backticks
+     - Fenced code blocks (```) - ensure you capture the full block including closing backticks and account for potential misleading level 2's that are actually part of a fenced section example
      - Mermaid diagrams - preserve the complete diagram syntax
      - Nested markdown elements
      - Multi-line content that might contain ## inside code blocks
@@ -286,7 +304,7 @@ For each extracted section:
 
 2. **Adjust heading levels**:
 
-   - The level 2 heading becomes level 1 (# instead of ##)
+   - The level 2 heading becomes level 1 (# instead of ##) in the sharded new document
    - All subsection levels decrease by 1:
 
    ```txt
@@ -821,6 +839,10 @@ Manual Test Steps: [[LLM: Include how if possible the user can manually test the
 [[LLM: (SM Agent) When Drafting Story, leave next prompt in place for dev agent to remove and update - remove this line to the SM]]
 [[LLM: (Dev Agent) Anything the SM needs to know that deviated from the story that might impact drafting the next story.]]
 
+### File List
+
+[[LLM: (Dev Agent) List every new file created, or existing file modified in a bullet list.]]
+
 ### Change Log
 
 [[LLM: (SM Agent) When Drafting Story, leave next prompt in place for dev agent to remove and update- remove this line to the SM]]
@@ -828,6 +850,10 @@ Manual Test Steps: [[LLM: Include how if possible the user can manually test the
 
 | Date | Version | Description | Author |
 | :--- | :------ | :---------- | :----- |
+
+## QA Results
+
+[[LLM: QA Agent Results]]
 ==================== END: templates#story-tmpl ====================
 
 ==================== START: checklists#po-master-checklist ====================