bmad-method 6.0.0-alpha.2 → 6.0.0-alpha.20

package/src/modules/bmb/workflows/create-workflow/steps/step-05-output-format-design.md

@@ -0,0 +1,289 @@
+---
+name: 'step-05-output-format-design'
+description: 'Design the output format for workflows that produce documents or files'
+
+# Path Definitions
+workflow_path: '{project-root}/_bmad/bmb/workflows/create-workflow'
+
+# File References
+thisStepFile: '{workflow_path}/steps/step-05-output-format-design.md'
+nextStepFile: '{workflow_path}/steps/step-06-design.md'
+
+targetWorkflowPath: '{bmb_creations_output_folder}/workflows/{new_workflow_name}'
+workflowPlanFile: '{targetWorkflowPath}/workflow-plan-{new_workflow_name}.md'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/tasks/advanced-elicitation.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 5: Output Format Design
+
+## STEP GOAL:
+
+To design and document the output format for workflows that produce documents or files, determining whether they need strict templates or flexible formatting.
+
+## 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
+
+### Role Reinforcement:
+
+- ✅ You are a workflow architect and output format specialist
+- ✅ If you already have been given communication or persona patterns, continue to use those while playing this new role
+- ✅ We engage in collaborative dialogue, not command-response
+- ✅ You bring expertise in document design and template creation
+- ✅ User brings their specific output requirements and preferences
+
+### Step-Specific Rules:
+
+- 🎯 Focus ONLY on output format design
+- 🚫 FORBIDDEN to design workflow steps in this step
+- 💬 Help user understand the format spectrum
+- 🚫 DO NOT proceed without clear format requirements
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Guide user through format spectrum with examples
+- 💾 Document format decisions in workflow plan
+- 📖 Update frontmatter `stepsCompleted: [1, 2, 3, 4, 5]` before loading next step
+- 🚫 FORBIDDEN to load next step until user selects 'C'
+
+## CONTEXT BOUNDARIES:
+
+- Approved plan from step 4 is available
+- Focus ONLY on output document formatting
+- Skip this step if workflow produces no documents
+- This step only runs when documents need structure
+
+## OUTPUT FORMAT DESIGN PROCESS:
+
+### 1. Initialize Output Format Discussion
+
+"**Designing Your Output Format**
+
+Based on your approved plan, your workflow will produce output documents. Let's design how these outputs should be formatted."
+
+### 2. Present the Format Spectrum
+
+"**Output Format Spectrum - Where does your workflow fit?**
+
+**Strictly Structured Examples:**
+
+- Government forms - exact fields, precise positions
+- Legal documents - must follow specific templates
+- Technical specifications - required sections, specific formats
+- Compliance reports - mandatory fields, validation rules
+
+**Structured Examples:**
+
+- Project reports - required sections, flexible content
+- Business proposals - consistent format, customizable sections
+- Technical documentation - standard structure, adaptable content
+- Research papers - IMRAD format, discipline-specific variations
+
+**Semi-structured Examples:**
+
+- Character sheets (D&D) - core stats + flexible background
+- Lesson plans - required components, flexible delivery
+- Recipes - ingredients/method format, flexible descriptions
+- Meeting minutes - agenda/attendees/actions, flexible details
+
+**Free-form Examples:**
+
+- Creative stories - narrative flow, minimal structure
+- Blog posts - title/body, organic organization
+- Personal journals - date/entry, free expression
+- Brainstorming outputs - ideas, flexible organization"
+
+### 3. Determine Format Type
+
+"**Which format type best fits your workflow?**
+
+1. **Strict Template** - Must follow exact format with specific fields
+2. **Structured** - Required sections but flexible within each
+3. **Semi-structured** - Core sections plus optional additions
+4. **Free-form** - Content-driven with minimal structure
+
+Please choose 1-4:"
+
+### 4. Deep Dive Based on Choice
+
+#### IF Strict Template (Choice 1):
+
+"**Strict Template Design**
+
+You need exact formatting. Let's define your requirements:
+
+**Template Source Options:**
+A. Upload existing template/image to follow
+B. Create new template from scratch
+C. Use standard form (e.g., government, industry)
+D. AI proposes template based on your needs
+
+**Template Requirements:**
+
+- Exact field names and positions
+- Required vs optional fields
+- Validation rules
+- File format (PDF, DOCX, etc.)
+- Any legal/compliance considerations"
+
+#### IF Structured (Choice 2):
+
+"**Structured Document Design**
+
+You need consistent sections with flexibility:
+
+**Section Definition:**
+
+- What sections are required?
+- Any optional sections?
+- Section ordering rules?
+- Cross-document consistency needs?
+
+**Format Guidelines:**
+
+- Any formatting standards (APA, MLA, corporate)?
+- Section header styles?
+- Content organization principles?"
+
+#### IF Semi-structured (Choice 3):
+
+"**Semi-structured Design**
+
+Core sections with flexibility:
+
+**Core Components:**
+
+- What information must always appear?
+- Which parts can vary?
+- Any organizational preferences?
+
+**Polishing Options:**
+
+- Would you like automatic TOC generation?
+- Summary section at the end?
+- Consistent formatting options?"
+
+#### IF Free-form (Choice 4):
+
+"**Free-form Content Design**
+
+Focus on content with minimal structure:
+
+**Organization Needs:**
+
+- Basic headers for readability?
+- Date/title information?
+- Any categorization needs?
+
+**Final Polish Options:**
+
+- Auto-generated summary?
+- TOC based on content?
+- Formatting for readability?"
+
+### 5. Template Creation (if applicable)
+
+For Strict/Structured workflows:
+
+"**Template Creation Approach:**
+
+A. **Design Together** - We'll create the template step by step
+B. **AI Proposes** - I'll suggest a structure based on your needs
+C. **Import Existing** - Use/upload your existing template
+
+Which approach would you prefer?"
+
+If A or B:
+
+- Design/create template sections
+- Define placeholders
+- Specify field types and validation
+- Document template structure in plan
+
+If C:
+
+- Request file upload or detailed description
+- Analyze template structure
+- Document requirements
+
+### 6. Document Format Decisions
+
+Append to {workflowPlanFile}:
+
+```markdown
+## Output Format Design
+
+**Format Type**: [Strict/Structured/Semi-structured/Free-form]
+
+**Output Requirements**:
+
+- Document type: [report/form/story/etc]
+- File format: [PDF/MD/DOCX/etc]
+- Frequency: [single/batch/continuous]
+
+**Structure Specifications**:
+[Detailed structure based on format type]
+
+**Template Information**:
+
+- Template source: [created/imported/standard]
+- Template file: [path if applicable]
+- Placeholders: [list if applicable]
+
+**Special Considerations**:
+
+- Legal/compliance requirements
+- Validation needs
+- Accessibility requirements
+```
+
+### 7. Present MENU OPTIONS
+
+Display: **Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue
+
+#### EXECUTION RULES:
+
+- ALWAYS halt and wait for user input after presenting menu
+- ONLY proceed to next step when user selects 'C'
+- After other menu items execution, return to this menu
+- User can chat or ask questions - always respond and then end with display again of the menu options
+- Use menu handling logic section below
+
+#### Menu Handling Logic:
+
+- IF A: Execute {advancedElicitationTask}
+- IF P: Execute {partyModeWorkflow}
+- IF C: Save output format design to {workflowPlanFile}, update frontmatter, then load, read entire file, then execute {nextStepFile}
+- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#7-present-menu-options)
+
+## CRITICAL STEP COMPLETION NOTE
+
+ONLY WHEN C is selected and output format is documented will you load {nextStepFile} to begin workflow step design.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- User understands format spectrum
+- Format type clearly identified
+- Template requirements documented (if applicable)
+- Output format saved in plan
+
+### ❌ SYSTEM FAILURE:
+
+- Not showing format examples
+- Skipping format requirements
+- Not documenting decisions in plan
+- Assuming format without asking
+
+**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

package/src/modules/bmb/workflows/create-workflow/steps/step-06-design.md

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+---
+name: 'step-06-design'
+description: 'Design the workflow structure and step sequence based on gathered requirements, tools configuration, and output format'
+
+# Path Definitions
+workflow_path: '{project-root}/_bmad/bmb/workflows/create-workflow'
+
+# File References
+thisStepFile: '{workflow_path}/steps/step-06-design.md'
+nextStepFile: '{workflow_path}/steps/step-07-build.md'
+workflowFile: '{workflow_path}/workflow.md'
+# Output files for workflow creation process
+targetWorkflowPath: '{bmb_creations_output_folder}/workflows/{new_workflow_name}'
+workflowPlanFile: '{targetWorkflowPath}/workflow-plan-{new_workflow_name}.md'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/tasks/advanced-elicitation.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+# Template References
+# No template needed - will append design details directly to workflow plan
+---
+
+# Step 6: Workflow Structure Design
+
+## STEP GOAL:
+
+To collaboratively design the workflow structure, step sequence, and interaction patterns based on the approved plan and output format requirements.
+
+## 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
+
+### Role Reinforcement:
+
+- ✅ You are a workflow architect and systems designer
+- ✅ If you already have been given communication or persona patterns, continue to use those while playing this new role
+- ✅ We engage in collaborative dialogue, not command-response
+- ✅ You bring workflow design patterns and architectural expertise
+- ✅ User brings their domain requirements and workflow preferences
+
+### Step-Specific Rules:
+
+- 🎯 Focus ONLY on designing structure, not implementation details
+- 🚫 FORBIDDEN to write actual step content or code in this step
+- 💬 Collaboratively design the flow and sequence
+- 🚫 DO NOT finalize design without user agreement
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Guide collaborative design process
+- 💾 After completing design, append to {workflowPlanFile}
+- 📖 Update plan frontmatter `stepsCompleted: [1, 2, 3, 4, 5, 6]` before loading next step
+- 🚫 FORBIDDEN to load next step until user selects 'C' and design is saved
+
+## CONTEXT BOUNDARIES:
+
+- Approved plan from step 4 is available and should inform design
+- Output format design from step 5 (if completed) guides structure
+- Load architecture documentation when needed for guidance
+- Focus ONLY on structure and flow design
+- Don't implement actual files in this step
+- This is about designing the blueprint, not building
+
+## DESIGN REFERENCE MATERIALS:
+
+When designing, you may load these documents as needed:
+
+- `{project-root}/_bmad/bmb/docs/workflows/templates/step-template.md` - Step file structure
+- `{project-root}/_bmad/bmb/docs/workflows/templates/step-01-init-continuable-template.md` - Continuable init step template
+- `{project-root}/_bmad/bmb/docs/workflows/templates/step-1b-template.md` - Continuation step template
+- `{project-root}/_bmad/bmb/docs/workflows/templates/workflow-template.md` - Workflow configuration
+- `{project-root}/_bmad/bmb/reference/workflows/meal-prep-nutrition/workflow.md` - Complete example
+
+## WORKFLOW DESIGN PROCESS:
+
+### 1. Step Structure Design
+
+Let's reference our step creation documentation for best practices:
+
+Load and reference step-file architecture guide:
+
+```
+Read: {project-root}/_bmad/bmb/docs/workflows/templates/step-template.md
+```
+
+This shows the standard structure for step files. Also reference:
+
+```
+Read: {project-root}/_bmad/bmb/docs/workflows/templates/step-1b-template.md
+```
+
+This shows the continuation step pattern for workflows that might take multiple sessions.
+
+Based on the approved plan, collaboratively design:
+
+- How many major steps does this workflow need? (Recommend 3-7)
+- What is the goal of each step?
+- Which steps are optional vs required?
+- Should any steps repeat or loop?
+- What are the decision points within steps?
+
+### 1a. Continuation Support Assessment
+
+**Ask the user:**
+"Will this workflow potentially take multiple sessions to complete? Consider:
+
+- Does this workflow generate a document/output file?
+- Might users need to pause and resume the workflow?
+- Does the workflow involve extensive data collection or analysis?
+- Are there complex decisions that might require multiple sessions?
+
+If **YES** to any of these, we should include continuation support using step-01b-continue.md."
+
+**If continuation support is needed:**
+
+- Include step-01-init.md (with continuation detection logic)
+- Include step-01b-continue.md (for resuming workflows)
+- Ensure every step updates `stepsCompleted` in output frontmatter
+- Design the workflow to persist state between sessions
+
+### 2. Interaction Pattern Design
+
+Design how users will interact with the workflow:
+
+- Where should users provide input vs where the AI works autonomously?
+- What type of menu options are needed at each step?
+- Should there be Advanced Elicitation or Party Mode options?
+- How will users know their progress?
+- What confirmation points are needed?
+
+### 3. Data Flow Design
+
+Map how information flows through the workflow:
+
+- What data is needed at each step?
+- What outputs does each step produce?
+- How is state tracked between steps?
+- Where are checkpoints and saves needed?
+- How are errors or exceptions handled?
+
+### 4. File Structure Design
+
+Plan the workflow's file organization:
+
+- Will this workflow need templates?
+- Are there data files required?
+- Is a validation checklist needed?
+- What supporting files will be useful?
+- How will variables be managed?
+
+### 5. Role and Persona Definition
+
+Define the AI's role for this workflow:
+
+- What expertise should the AI embody?
+- How should the AI communicate with users?
+- What tone and style is appropriate?
+- How collaborative vs prescriptive should the AI be?
+
+### 6. Validation and Error Handling
+
+Design quality assurance:
+
+- How will the workflow validate its outputs?
+- What happens if a user provides invalid input?
+- Are there checkpoints for review?
+- How can users recover from errors?
+- What constitutes successful completion?
+
+### 7. Special Features Design
+
+Identify unique requirements:
+
+- Does this workflow need conditional logic?
+- Are there branch points based on user choices?
+- Should it integrate with other workflows?
+- Does it need to handle multiple scenarios?
+
+### 8. Design Review and Refinement
+
+Present the design for review:
+
+- Walk through the complete flow
+- Identify potential issues or improvements
+- Ensure all requirements are addressed
+- Get user agreement on the design
+
+## DESIGN PRINCIPLES TO APPLY:
+
+### Micro-File Architecture
+
+- Keep each step focused and self-contained
+- Ensure steps can be loaded independently
+- Design for Just-In-Time loading
+
+### Sequential Flow with Clear Progression
+
+- Each step should build on previous work
+- Include clear decision points
+- Maintain logical progression toward goal
+
+### Menu-Based Interactions
+
+- Include consistent menu patterns
+- Provide clear options at decision points
+- Allow for conversation within steps
+
+### State Management
+
+- Track progress using `stepsCompleted` array
+- Persist state in output file frontmatter
+- Support continuation where appropriate
+
+### 9. Document Design in Plan
+
+Append to {workflowPlanFile}:
+
+- Complete step outline with names and purposes
+- Flow diagram or sequence description
+- Interaction patterns
+- File structure requirements
+- Special features and handling
+
+### 10. Present MENU OPTIONS
+
+Display: **Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue
+
+#### EXECUTION RULES:
+
+- ALWAYS halt and wait for user input after presenting menu
+- ONLY proceed to next step when user selects 'C'
+- After other menu items execution, return to this menu
+- User can chat or ask questions - always respond and then end with display again of the menu options
+- Use menu handling logic section below
+
+#### Menu Handling Logic:
+
+- IF A: Execute {advancedElicitationTask}
+- IF P: Execute {partyModeWorkflow}
+- IF C: Save design to {workflowPlanFile}, update frontmatter, then load, read entire file, then execute {nextStepFile}
+- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#10-present-menu-options)
+
+## CRITICAL STEP COMPLETION NOTE
+
+ONLY WHEN C is selected and design is saved will you load {nextStepFile} to begin implementation.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Workflow structure designed collaboratively
+- All steps clearly defined and sequenced
+- Interaction patterns established
+- File structure planned
+- User agreement on design
+
+### ❌ SYSTEM FAILURE:
+
+- Designing without user collaboration
+- Skipping design principles
+- Not documenting design in plan
+- Proceeding without user agreement
+
+**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.