bmad-method 6.0.0-alpha.21 → 6.0.0-alpha.23

package/src/modules/bmb/workflows/agent/steps-e/e-04-type-metadata.md

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+---
+name: 'e-04-type-metadata'
+description: 'Review and plan metadata edits'
+
+nextStepFile: './e-05-persona.md'
+editPlan: '{bmb_creations_output_folder}/edit-plan-{agent-name}.md'
+agentMetadata: ../data/agent-metadata.md
+agentTypesDoc: ../data/understanding-agent-types.md
+
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Edit Step 4: Type and Metadata
+
+## STEP GOAL:
+
+Review the agent's type and metadata, and plan any changes. If edits involve type conversion, identify the implications.
+
+## MANDATORY EXECUTION RULES:
+
+- 📖 CRITICAL: Read the complete step file before taking any action
+- 🔄 CRITICAL: Load agentMetadata and agentTypesDoc first
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+### Step-Specific Rules:
+
+- 🎯 Load reference documents before discussing edits
+- 📊 Document type conversion requirements if applicable
+- 💬 Focus on metadata that user wants to change
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Load agentMetadata.md and agentTypesDoc.md
+- 📊 Review current metadata from editPlan
+- 💾 Document planned metadata changes
+- 🚫 FORBIDDEN to proceed without documenting changes
+
+## MANDATORY SEQUENCE
+
+**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
+
+### 1. Load Reference Documents
+
+Read `{agentMetadata}` and `{agentTypesDoc}` to understand validation rules and type implications.
+
+### 2. Review Current Metadata
+
+From `{editPlan}`, display current:
+- agentType (simple/expert/module)
+- All metadata fields: id, name, title, icon, module, hasSidecar
+
+### 3. Discuss Metadata Edits
+
+If user wants metadata changes:
+
+**For type conversion:**
+- "Converting from {current} to {target}"
+- Explain implications (e.g., Simple → Expert requires sidecar)
+- Update editPlan with type conversion
+
+**For metadata field changes:**
+- id: kebab-case requirements
+- name: display name conventions
+- title: function description format
+- icon: emoji/symbol
+- module: path format
+- hasSidecar: boolean implications
+
+### 4. Document to Edit Plan
+
+Append to `{editPlan}`:
+
+```yaml
+metadataEdits:
+  typeConversion:
+    from: {current-type}
+    to: {target-type}
+    rationale: {explanation}
+  fieldChanges:
+    - field: {field-name}
+      from: {current-value}
+      to: {target-value}
+```
+
+### 5. Present MENU OPTIONS
+
+Display: "**Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Persona"
+
+#### Menu Handling Logic:
+
+- IF A: Execute {advancedElicitationTask}, and when finished redisplay the menu
+- IF P: Execute {partyModeWorkflow}, and when finished redisplay the menu
+- IF C: Save to {editPlan}, then only then load, read entire file, then execute {nextStepFile}
+- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#5-present-menu-options)
+
+#### 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
+
+## CRITICAL STEP COMPLETION NOTE
+
+ONLY WHEN [C continue option] is selected and [metadata changes documented], will you then load and read fully `{nextStepFile}` to execute and begin persona planning.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Reference documents loaded
+- Metadata changes discussed and documented
+- Type conversion implications understood
+- Edit plan updated
+
+### ❌ SYSTEM FAILURE:
+
+- Proceeded without loading reference documents
+- Type conversion without understanding implications
+- Changes not documented to edit plan
+
+**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

package/src/modules/bmb/workflows/agent/steps-e/e-05-persona.md

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+---
+name: 'e-05-persona'
+description: 'Review and plan persona edits'
+
+nextStepFile: './e-06-commands-menu.md'
+editPlan: '{bmb_creations_output_folder}/edit-plan-{agent-name}.md'
+personaProperties: ../data/persona-properties.md
+principlesCrafting: ../data/principles-crafting.md
+communicationPresets: ../data/communication-presets.csv
+
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Edit Step 5: Persona
+
+## STEP GOAL:
+
+Review the agent's persona and plan any changes using the four-field persona system.
+
+## MANDATORY EXECUTION RULES:
+
+- 📖 CRITICAL: Read the complete step file before taking any action
+- 🔄 CRITICAL: Load personaProperties, principlesCrafting, communicationPresets first
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+### Step-Specific Rules:
+
+- 🎯 Load reference documents before discussing persona edits
+- 📊 Maintain four-field system purity
+- 💬 Focus on persona fields that user wants to change
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Load personaProperties.md, principlesCrafting.md, communicationPresets.csv
+- 📊 Review current persona from editPlan
+- 💾 Document planned persona changes
+- 🚫 FORBIDDEN to proceed without documenting changes
+
+## MANDATORY SEQUENCE
+
+**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
+
+### 1. Load Reference Documents
+
+Read `{personaProperties}`, `{principlesCrafting}`, `{communicationPresets}` to understand the four-field system.
+
+### 2. Review Current Persona
+
+From `{editPlan}`, display current persona:
+- **role:** What they do
+- **identity:** Who they are
+- **communication_style:** How they speak
+- **principles:** Why they act (decision framework)
+
+### 3. Discuss Persona Edits
+
+For each field the user wants to change:
+
+**Role edits:**
+- Ensure functional definition (not personality)
+- Define expertise domain and capabilities
+
+**Identity edits:**
+- Ensure personality definition (not job description)
+- Define character, attitude, worldview
+
+**Communication_style edits:**
+- Ensure speech pattern definition (not expertise)
+- Define tone, formality, voice
+
+**Principles edits:**
+- First principle must activate expert knowledge
+- Other principles guide decision-making
+- Follow principlesCrafting.md guidance
+
+### 4. Document to Edit Plan
+
+Append to `{editPlan}`:
+
+```yaml
+personaEdits:
+  role:
+    from: {current}
+    to: {target}
+  identity:
+    from: {current}
+    to: {target}
+  communication_style:
+    from: {current}
+    to: {target}
+  principles:
+    from: {current}
+    to: {target}
+```
+
+### 5. Present MENU OPTIONS
+
+Display: "**Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Commands Menu"
+
+#### Menu Handling Logic:
+
+- IF A: Execute {advancedElicitationTask}, and when finished redisplay the menu
+- IF P: Execute {partyModeWorkflow}, and when finished redisplay the menu
+- IF C: Save to {editPlan}, then only then load, read entire file, then execute {nextStepFile}
+- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#5-present-menu-options)
+
+#### 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
+
+## CRITICAL STEP COMPLETION NOTE
+
+ONLY WHEN [C continue option] is selected and [persona changes documented with field purity maintained], will you then load and read fully `{nextStepFile}` to execute and begin commands menu planning.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Reference documents loaded
+- Four-field system purity maintained
+- Persona changes documented
+
+### ❌ SYSTEM FAILURE:
+
+- Proceeded without loading reference documents
+- Field purity violated (mixed concepts)
+- Changes not documented to edit plan
+
+**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

package/src/modules/bmb/workflows/agent/steps-e/e-06-commands-menu.md

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+---
+name: 'e-06-commands-menu'
+description: 'Review and plan command/menu edits'
+
+nextStepFile: './e-07-activation.md'
+editPlan: '{bmb_creations_output_folder}/edit-plan-{agent-name}.md'
+agentMenuPatterns: ../data/agent-menu-patterns.md
+
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Edit Step 6: Commands Menu
+
+## STEP GOAL:
+
+Review the agent's command menu and plan any additions, modifications, or removals.
+
+## MANDATORY EXECUTION RULES:
+
+- 📖 CRITICAL: Read the complete step file before taking any action
+- 🔄 CRITICAL: Load agentMenuPatterns first
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+### Step-Specific Rules:
+
+- 🎯 Load agentMenuPatterns before discussing menu edits
+- 📊 Follow A/P/C convention for menu structure
+- 💬 Focus on commands that user wants to add/modify/remove
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Load agentMenuPatterns.md
+- 📊 Review current commands from editPlan
+- 💾 Document planned command changes
+- 🚫 FORBIDDEN to proceed without documenting changes
+
+## MANDATORY SEQUENCE
+
+**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
+
+### 1. Load Reference Documents
+
+Read `{agentMenuPatterns}` to understand menu structure requirements.
+
+### 2. Review Current Commands
+
+From `{editPlan}`, display current commands with:
+- trigger
+- description
+- handler/action
+
+### 3. Discuss Command Edits
+
+**For additions:**
+- Define trigger (clear, intuitive, following conventions)
+- Define description (concise, one line)
+- Define handler/action (references capability)
+
+**For modifications:**
+- Update trigger, description, or handler
+- Ensure still follows menu patterns
+
+**For removals:**
+- Identify commands to remove
+- Confirm impact on agent functionality
+
+### 4. Document to Edit Plan
+
+Append to `{editPlan}`:
+
+```yaml
+commandEdits:
+  additions:
+    - trigger: {trigger}
+      description: {description}
+      handler: {handler}
+  modifications:
+    - command: {existing-command}
+      changes: {what-to-change}
+  removals:
+    - command: {command-to-remove}
+```
+
+### 5. Present MENU OPTIONS
+
+Display: "**Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Activation"
+
+#### Menu Handling Logic:
+
+- IF A: Execute {advancedElicitationTask}, and when finished redisplay the menu
+- IF P: Execute {partyModeWorkflow}, and when finished redisplay the menu
+- IF C: Save to {editPlan}, then only then load, read entire file, then execute {nextStepFile}
+- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#5-present-menu-options)
+
+#### 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
+
+## CRITICAL STEP COMPLETION NOTE
+
+ONLY WHEN [C continue option] is selected and [command changes documented], will you then load and read fully `{nextStepFile}` to execute and begin activation planning.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- agentMenuPatterns loaded
+- Command changes documented with trigger/description/handler
+- A/P/C convention followed
+
+### ❌ SYSTEM FAILURE:
+
+- Proceeded without loading reference documents
+- Commands missing required elements
+- Changes not documented to edit plan
+
+**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

package/src/modules/bmb/workflows/agent/steps-e/e-07-activation.md

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+---
+name: 'e-07-activation'
+description: 'Review critical_actions and route to type-specific edit'
+
+editPlan: '{bmb_creations_output_folder}/edit-plan-{agent-name}.md'
+criticalActions: ../data/critical-actions.md
+
+# Type-specific edit routes
+simpleEdit: './e-08a-edit-simple.md'
+expertEdit: './e-08b-edit-expert.md'
+moduleEdit: './e-08c-edit-module.md'
+
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Edit Step 7: Activation and Routing
+
+## STEP GOAL:
+
+Review critical_actions and route to the appropriate type-specific edit step (Simple/Expert/Module).
+
+## MANDATORY EXECUTION RULES:
+
+- 📖 CRITICAL: Read the complete step file before taking any action
+- 🔄 CRITICAL: Load criticalActions and editPlan first
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}}`
+
+### Step-Specific Rules:
+
+- 🎯 Load criticalActions.md before discussing activation
+- 📊 Determine target type for routing
+- 💬 Route based on POST-EDIT agent type
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Load criticalActions.md
+- 📊 Check editPlan for target agent type
+- 💾 Route to appropriate type-specific edit step
+- ➡️ Auto-advance to type-specific edit on [C]
+
+## MANDATORY SEQUENCE
+
+**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
+
+### 1. Load Reference Documents
+
+Read `{criticalActions}` and `{editPlan}` to understand:
+- Current critical_actions (if any)
+- Target agent type after edits
+
+### 2. Review Critical Actions
+
+If user wants to add/modify critical_actions:
+- Reference patterns from criticalActions.md
+- Define action name, description, invocation
+- For Expert agents: specify sidecar-folder and file paths
+
+### 3. Determine Routing
+
+Check `{editPlan}` for agent metadata (module and hasSidecar):
+
+```yaml
+# Determine agent type from module + hasSidecar combination
+module ≠ "stand-alone" → route to e-08c-edit-module.md
+module = "stand-alone" + hasSidecar: true → route to e-08b-edit-expert.md
+module = "stand-alone" + hasSidecar: false → route to e-08a-edit-simple.md
+```
+
+### 4. Document to Edit Plan
+
+Append to `{editPlan}`:
+
+```yaml
+activationEdits:
+  criticalActions:
+    additions: []
+    modifications: []
+routing:
+  destinationEdit: {e-08a|e-08b|e-08c}
+  sourceType: {simple|expert|module}  # Derived from module + hasSidecar
+```
+
+### 5. Present MENU OPTIONS
+
+Display: "**Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Type-Specific Edit"
+
+#### Menu Handling Logic:
+
+- IF A: Execute {advancedElicitationTask}, and when finished redisplay the menu
+- IF P: Execute {partyModeWorkflow}, and when finished redisplay the menu
+- IF C: Save to {editPlan}, determine routing based on module + hasSidecar, then only then load and execute the appropriate type-specific edit step
+- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#5-present-menu-options)
+
+#### 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
+
+## CRITICAL STEP COMPLETION NOTE
+
+This is the **ROUTING HUB** for edit flow. ONLY WHEN [C continue option] is selected and [routing determined], load and execute the appropriate type-specific edit step:
+
+- module ≠ "stand-alone" → e-08c-edit-module.md (Module agent)
+- module = "stand-alone" + hasSidecar: true → e-08b-edit-expert.md (Expert agent)
+- module = "stand-alone" + hasSidecar: false → e-08a-edit-simple.md (Simple agent)
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- criticalActions.md loaded
+- Routing determined based on target type
+- Edit plan updated with routing info
+
+### ❌ SYSTEM FAILURE:
+
+- Proceeded without loading reference documents
+- Routing not determined
+- Wrong type-specific edit step selected
+
+**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

package/src/modules/bmb/workflows/agent/steps-e/e-08a-edit-simple.md

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+---
+name: 'e-08a-edit-simple'
+description: 'Apply edits to Simple agent'
+
+nextStepFile: './e-09-celebrate.md'
+editPlan: '{bmb_creations_output_folder}/edit-plan-{agent-name}.md'
+agentFile: '{original-agent-path}'
+agentBackup: '{original-agent-path}.backup'
+
+# Template and Architecture
+simpleTemplate: ../templates/simple-agent.template.md
+simpleArch: ../data/simple-agent-architecture.md
+agentCompilation: ../data/agent-compilation.md
+agentMetadata: ../data/agent-metadata.md
+personaProperties: ../data/persona-properties.md
+principlesCrafting: ../data/principles-crafting.md
+agentMenuPatterns: ../data/agent-menu-patterns.md
+criticalActions: ../data/critical-actions.md
+---
+
+# Edit Step 8a: Edit Simple Agent
+
+## STEP GOAL:
+
+Apply all planned edits to the Simple agent YAML file using templates and architecture references for validation.
+
+## MANDATORY EXECUTION RULES:
+
+- 🛑 ALWAYS create backup before modifying agent file
+- 📖 CRITICAL: Read template and architecture files first
+- 🔄 CRITICAL: Load editPlan and agentFile
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+### Step-Specific Rules:
+
+- 🎯 Load all reference files before applying edits
+- 📊 Apply edits exactly as specified in editPlan
+- 💾 Validate YAML after each edit
+- ➡️ Auto-advance to post-edit validation when complete
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Load template, architecture, and data files
+- 📊 Read editPlan to get all planned changes
+- 💾 Create backup
+- 📝 Apply edits: type conversion, metadata, persona, commands, critical_actions
+- ✅ Validate YAML syntax
+- ➡️ Auto-advance to next validation step
+
+## MANDATORY SEQUENCE
+
+**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
+
+### 1. Load Reference Documents
+
+Read all files before editing:
+- `{simpleTemplate}` - YAML structure reference
+- `{simpleArch}` - Simple agent architecture
+- `{agentCompilation}` - Assembly guidelines
+- `{agentMetadata}`, `{personaProperties}`, `{principlesCrafting}`
+- `{agentMenuPatterns}`, `{criticalActions}`
+
+### 2. Load Edit Plan and Agent
+
+Read `{editPlan}` to get all planned edits.
+Read `{agentFile}` to get current agent YAML.
+
+### 3. Create Backup
+
+ALWAYS backup before editing:
+`cp {agentFile} {agentBackup}`
+
+Confirm: "Backup created at: `{agentBackup}`"
+
+### 4. Apply Edits in Sequence
+
+For each planned edit:
+
+**Type Conversion (Simple ← Expert/Module):**
+- Converting TO Simple: Remove `metadata.sidecar-folder`, remove all sidecar references
+- Set `module: stand-alone` and `hasSidecar: false`
+- Remove type-specific fields from source type
+
+**Metadata Edits:**
+- Apply each field change from metadataEdits
+
+**Persona Edits:**
+- Replace persona section with new four-field persona
+- Validate field purity (role ≠ identity ≠ communication_style)
+
+**Command Edits:**
+- Additions: append to commands array
+- Modifications: update specific commands
+- Removals: remove from commands array
+
+**Critical Actions Edits:**
+- Additions: append to critical_actions array
+- Modifications: update specific actions
+- Removals: remove from array
+
+### 5. Validate YAML After Each Edit
+
+Confirm YAML syntax is valid after each modification.
+
+### 6. Document Applied Edits
+
+Append to `{editPlan}`:
+
+```yaml
+editsApplied:
+  - {edit-description}
+  - {edit-description}
+backup: {agentBackup}
+timestamp: {YYYY-MM-DD HH:MM}
+```
+
+### 7. Auto-Advance
+
+When all edits applied successfully, load and execute `{nextStepFile}` immediately.
+
+## SUCCESS METRICS
+
+✅ Backup created
+✅ All reference files loaded
+✅ All edits applied correctly
+✅ YAML remains valid
+✅ Edit plan tracking updated
+
+## FAILURE MODES
+
+❌ Backup failed
+❌ YAML became invalid
+❌ Edits not applied as specified
+
+---
+
+**Auto-advancing to post-edit validation...