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

package/src/modules/bmb/workflows/workflow/steps-c/step-03-requirements.md

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+---
+name: 'step-03-requirements'
+description: 'Gather detailed requirements through collaborative conversation'
+
+nextStepFile: './step-04-tools.md'
+workflowExamples: '../data/workflow-examples.md'
+outputFormatStandards: '../data/output-format-standards.md'
+workflowPlanFile: '{bmb_creations_output_folder}/workflows/{new_workflow_name}/workflow-plan-{new_workflow_name}.md'
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 3: Requirements Gathering
+
+## STEP GOAL:
+
+To gather comprehensive requirements through conversation, building on the classification decisions, and document them in a standardized format for the design phase.
+
+## 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 a workflow architect gathering requirements
+- ✅ Build on what we discovered and classified
+- ✅ Ask 1-2 questions at a time, think about responses
+- ✅ We already know the 4 key decisions - now we get details
+
+### Step-Specific Rules:
+
+- 🎯 Focus ONLY on requirements gathering
+- 🚫 FORBIDDEN to propose workflow designs yet
+- 💬 Ask conversationally, not like a form
+- 📋 Use the standardized template (below) for consistent storage
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Load references as needed
+- 💾 Store to standardized template in plan document
+- 📖 Update frontmatter stepsCompleted when complete
+- 🚫 FORBIDDEN to load next step until requirements are complete
+
+## CONTEXT BOUNDARIES:
+
+- Discovery (Step 1) gave us the vision
+- Classification (Step 2) gave us the 4 key decisions
+- Now we gather detailed requirements
+- Don't design workflow steps yet - that's Step 6
+
+## MANDATORY SEQUENCE
+
+**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
+
+### 1. Initialize Requirements
+
+"**Let's gather the requirements for your workflow.**
+
+We already know:
+- [Summarize vision from discovery]
+- [Summarize 4 key decisions from classification]
+
+Now I need to understand the details of how this workflow should work."
+
+### 2. Workflow Flow and Structure
+
+Load `{workflowExamples}` to reference diverse patterns.
+
+"**How should this workflow flow?**
+
+From our examples, workflows can be structured differently:"
+
+**Flow Patterns:**
+- **Linear:** Step 1 → Step 2 → Step 3 → Finish
+- **Looping:** Generate → Review → Generate more... until done
+- **Branching:** Different paths based on user choices
+- **Repeating:** Same steps, new content each session
+
+"Think about your workflow:
+- Should it go straight through, or loop/branch?
+- How many logical phases does it need?
+- What are the major milestones?"
+
+**Think about their response...**
+
+### 3. User Interaction Style
+
+"**How collaborative should this be?**
+
+Think about the person running this workflow:"
+
+- **Highly Collaborative:** AI asks questions, guides, facilitates at each step
+- **Mostly Autonomous:** AI does the work with occasional checkpoints
+- **Guided Session:** AI leads through a structured experience
+- **Mixed:** Some steps collaborative, some autonomous
+
+"Where does your workflow fit on this spectrum?
+
+And are there specific decision points where the user MUST choose something?"
+
+### 4. Input Requirements
+
+"**What does this workflow need to start?**"
+
+- What documents or data must be provided?
+- Are there prerequisites or dependencies?
+- Will users need to provide specific information?
+- Any optional inputs that enhance the workflow?
+
+"**Think about their response before continuing...**"
+
+### 5. Output Specifications (IF document-producing)
+
+**ONLY if `workflowProducesDocuments: true` from classification:**
+
+Load `{outputFormatStandards}` and discuss:
+
+"**What should the output look like?**
+
+Since your workflow produces a document, let's decide the format:"
+
+**Four Template Types:**
+
+1. **Free-form (Recommended)** - Minimal structure, content-driven
+   - Use for: Most collaborative workflows
+   - Has: Basic frontmatter, progressive content, final polish step
+
+2. **Structured** - Required sections, flexible within each
+   - Use for: Reports, proposals, documentation
+   - Has: Clear section headers, consistent structure
+
+3. **Semi-structured** - Core sections + optional additions
+   - Use for: Forms, checklists, meeting minutes
+   - Has: Required fields, optional extras
+
+4. **Strict** - Exact format, specific fields
+   - Use for: Compliance, legal, regulated (rare)
+   - Has: Precise requirements, validation
+
+"Which format fits your workflow best?"
+
+**If Free-form (most common):**
+- "We'll use a minimal template with basic frontmatter. The workflow will build the document section by section, with a final polish step to optimize flow."
+
+**If Structured/Semi-structured:**
+- "What sections are required? Any optional sections?"
+
+**If Strict:**
+- "Do you have an existing template to follow, or should we design one?"
+
+Document the output format decision.
+
+### 6. Output Specifications (IF non-document)
+
+**ONLY if `workflowProducesDocuments: false` from classification:**
+
+"**What does this workflow produce if not a document?**
+
+- Actions performed?
+- Changes made to code/files?
+- A decision or recommendation?
+- A temporary artifact?"
+
+Document what the workflow produces.
+
+### 7. Success Criteria
+
+"**How will we know this workflow succeeded?**
+
+Think about the end result:
+- What does 'done' look like?
+- What would make a user satisfied?
+- Are there quality criteria?
+- Can we measure success?"
+
+"**Think about their response...**"
+
+### 8. Instruction Style (NOW, Not Earlier)
+
+**We ask this NOW because we understand the workflow:**
+
+"**How should the AI executing this workflow behave?**"
+
+**Intent-Based (Recommended for most):**
+- Steps describe goals and principles
+- AI adapts conversation naturally
+- More flexible and responsive
+- Example: "Guide user to define requirements through open-ended discussion"
+
+**Prescriptive:**
+- Steps provide exact instructions
+- More controlled and predictable
+- Example: "Ask: 'What is your primary goal? A) Growth B) Efficiency C) Quality'"
+
+**Mixed:**
+- Some steps prescriptive, others intent-based
+- Use prescriptive for critical/required steps
+- Use intent-based for creative/facilitative steps
+
+"Which style fits your workflow, or should it be mixed?"
+
+### 9. Store to Standardized Template
+
+Update `{workflowPlanFile}` with the requirements section:
+
+```markdown
+## Requirements
+
+**Flow Structure:**
+- Pattern: [linear/looping/branching/repeating]
+- Phases: [list major phases]
+- Estimated steps: [rough count]
+
+**User Interaction:**
+- Style: [highly collaborative/mostly autonomous/guided/mixed]
+- Decision points: [where user must choose]
+- Checkpoint frequency: [how often to pause]
+
+**Inputs Required:**
+- Required: [list]
+- Optional: [list]
+- Prerequisites: [list]
+
+**Output Specifications:**
+- Type: [document/action/decision/temporary]
+- Format: [free-form/structured/semi-structured/strict OR describe non-document output]
+- Sections: [if structured]
+- Frequency: [single/batch/continuous]
+
+**Success Criteria:**
+- [list what success looks like]
+
+**Instruction Style:**
+- Overall: [intent-based/prescriptive/mixed]
+- Notes: [any specific style requirements]
+```
+
+### 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
+- ONLY proceed when user selects 'C'
+- User can chat or ask questions - always respond and redisplay menu
+
+#### Menu Handling Logic:
+
+- IF A: Execute {advancedElicitationTask}
+- IF P: Execute {partyModeWorkflow}
+- IF C: Save requirements to plan, update frontmatter, then load `{nextStepFile}`
+- IF Any other: Help user, then redisplay menu
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Requirements gathered through conversation (not interrogation)
+- Flow structure clearly understood
+- Input/output specifications defined
+- Output format decided (if document-producing)
+- Success criteria established
+- Instruction style determined
+- All stored in standardized template
+
+### ❌ SYSTEM FAILURE:
+
+- Asking for instruction style before understanding the workflow
+- Skipping output format discussion
+- Not storing to standardized template
+- Proceeding without understanding the flow
+
+**Master Rule:** Requirements build on classification. Use the standardized template so the next steps can read consistent data.

package/src/modules/bmb/workflows/workflow/steps-c/step-04-tools.md

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+---
+name: 'step-04-tools'
+description: 'Preview workflow structure, then configure tools with context'
+
+nextStepFile: './step-05-plan-review.md'
+commonToolsCsv: '../data/common-workflow-tools.csv'
+workflowPlanFile: '{bmb_creations_output_folder}/workflows/{new_workflow_name}/workflow-plan-{new_workflow_name}.md'
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 4: Tools Configuration
+
+## STEP GOAL:
+
+To preview the workflow structure FIRST, then configure tools with clear context on where and how they'll be used.
+
+## 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 a workflow architect
+- ✅ Tools need context to be configured intelligently
+- ✅ We preview structure BEFORE deciding tool integration points
+
+### Step-Specific Rules:
+
+- 🎯 Preview workflow structure BEFORE configuring tools
+- 🚫 FORBIDDEN to skip the preview - tools can't be configured without it
+- 💬 Use the preview to make tool discussions concrete
+- 🚫 Load tools from CSV, don't hardcode descriptions
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Present design preview based on requirements
+- 💬 Discuss tools WITHIN the context of the preview
+- 💾 Document tool decisions with integration points
+- 📖 Update frontmatter stepsCompleted when complete
+- 🚫 FORBIDDEN to load next step until tools are configured
+
+## CONTEXT BOUNDARIES:
+
+- Discovery → Classification → Requirements are complete
+- We know the flow pattern, phases, interaction style
+- NOW we can talk about tools with concrete examples
+- This creates an intelligent tool configuration
+
+## MANDATORY SEQUENCE
+
+**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
+
+### 1. Present Design Preview
+
+"**Before we configure tools, let me preview what your workflow structure might look like.**
+
+Based on everything we've gathered, here's a rough outline:"
+
+Create a concrete preview showing:
+
+```markdown
+## Workflow Structure Preview: {workflow-name}
+
+**Phase 1: Initialization**
+- Welcome user, explain the workflow
+- Gather any starting inputs
+- [Specific to this workflow]
+
+**Phase 2: [Name from requirements]**
+- [What happens in this phase]
+- [User interaction point]
+
+**Phase 3: [Name from requirements]**
+- [What happens in this phase]
+- [User interaction point]
+
+**Phase 4: Completion**
+- [What happens at the end]
+- [Output/final step]
+```
+
+"This is just a preview - we'll design the actual steps in detail next. But this gives us context for discussing tools."
+
+**Ask:** "Does this structure feel right? Any major phases I'm missing?"
+
+### 2. Initialize Tools Discussion
+
+"**Now let's configure the tools and integrations for your workflow.**
+
+Since we can see the structure, we can talk about tools concretely: 'Party Mode could fit here in Phase 2 for creative brainstorming...' instead of abstractly."
+
+### 3. Load and Present Available Tools
+
+Load `{commonToolsCsv}` and present by category:
+
+"**Available BMAD Tools:**
+
+**Core Tools:**
+- [List from CSV with descriptions]
+
+**Optional Tools:**
+- [List from CSV with descriptions]"
+
+### 4. Configure Core Tools WITH Context
+
+Go through each core tool, referencing the preview:
+
+"**Party Mode** - For creative, unrestricted exploration
+
+Looking at your workflow structure, I see potential in:
+- [Specific phase from preview] for [specific reason]
+
+Should we include Party Mode? If so, where would it fit best?"
+
+"**Advanced Elicitation** - For deep exploration and quality
+
+This could work well in:
+- [Specific phase] for [specific reason]
+
+Should we include Advanced Elicitation? Where would you want quality gates or deeper exploration?"
+
+"**Brainstorming** - For idea generation
+
+In your workflow, this might fit in:
+- [Specific phase if applicable]
+
+Should we include Brainstorming?"
+
+### 5. Configure LLM Features WITH Context
+
+"**LLM Features to enhance your workflow:**"
+
+"**Web-Browsing** - For real-time information
+
+Would your workflow benefit from:
+- Current data/information
+- Research during execution
+- Live references
+
+If yes, where in the structure would this be needed?"
+
+"**File I/O** - For reading/writing files
+
+Your workflow [will/won't] need file operations based on:
+- [Input requirements from requirements]
+- [Output specifications from requirements]
+
+Any specific file operations needed?"
+
+"**Sub-Agents** - For delegating specialized tasks
+
+Could any part of your workflow benefit from:
+- Specialized expertise
+- Parallel processing
+- Focused sub-tasks
+
+Looking at your structure, [specific phase] might benefit..."
+
+"**Sub-Processes** - For parallel workflows
+
+Would any phase benefit from:
+- Running multiple processes in parallel
+- Coordinating multiple workflows
+
+If so, which phase?"
+
+### 6. Configure Memory Systems
+
+"**Memory and State Management**"
+
+**If continuable from classification:**
+"Since your workflow is continuable, it needs to track progress between sessions.
+
+We'll use:
+- `stepsCompleted` array in output frontmatter
+- `lastStep` tracking
+- `step-01b-continue.md` for resuming
+
+Any additional state we need to track?"
+
+**If single-session:**
+"Your workflow is single-session, so we'll keep state simple - no complex memory needed."
+
+### 7. External Integrations (Optional)
+
+"**External Integrations** - MCP, databases, APIs
+
+Based on your workflow, are there any external systems it needs to connect to?
+- Databases?
+- APIs?
+- MCP servers?
+- Other tools?"
+
+If yes, note installation requirements.
+
+### 8. Installation Assessment
+
+"**Installation and Dependencies**
+
+Some tools require additional setup.
+
+Based on what we've selected:
+- [List any tools requiring installation]
+- [Assess user comfort level]
+
+Are you comfortable with these installations, or should we consider alternatives?"
+
+### 9. Store Tools Configuration
+
+Update `{workflowPlanFile}`:
+
+```markdown
+## Tools Configuration
+
+**Core BMAD Tools:**
+- **Party Mode:** [included/excluded] - Integration point: [specific phase/reason]
+- **Advanced Elicitation:** [included/excluded] - Integration point: [specific phase/reason]
+- **Brainstorming:** [included/excluded] - Integration point: [specific phase/reason]
+
+**LLM Features:**
+- **Web-Browsing:** [included/excluded] - Use case: [specific need]
+- **File I/O:** [included/excluded] - Operations: [specific needs]
+- **Sub-Agents:** [included/excluded] - Use case: [specific need]
+- **Sub-Processes:** [included/excluded] - Use case: [specific need]
+
+**Memory:**
+- Type: [continuable/single-session]
+- Tracking: [stepsCompleted, lastStep, etc.]
+
+**External Integrations:**
+- [List any selected with purposes]
+
+**Installation Requirements:**
+- [List tools needing installation]
+- User preference: [willing/not willing/alternatives]
+```
+
+### 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
+- ONLY proceed when user selects 'C'
+- User can chat or ask questions - always respond and redisplay menu
+
+#### Menu Handling Logic:
+
+- IF A: Execute {advancedElicitationTask}
+- IF P: Execute {partyModeWorkflow}
+- IF C: Save tools to plan, update frontmatter, then load `{nextStepFile}`
+- IF Any other: Help user, then redisplay menu
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Design preview presented BEFORE tools discussion
+- Tools discussed WITHIN concrete context
+- Integration points clearly identified
+- User can visualize where tools fit
+- All decisions documented in plan
+
+### ❌ SYSTEM FAILURE:
+
+- Configuring tools without design preview
+- Abstract tool discussions ("it could go somewhere")
+- Not identifying concrete integration points
+- Hardcoding tool descriptions instead of using CSV
+
+**Master Rule:** Tools need context. Preview structure first, then configure tools with concrete integration points.