bmad-method 6.0.0-alpha.8 → 6.0.1

package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-02-discovery.md

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+---
+name: 'step-02-discovery'
+description: 'Discover project type, domain, and context through collaborative dialogue'
+
+# File References
+nextStepFile: './step-02b-vision.md'
+outputFile: '{planning_artifacts}/prd.md'
+
+# Data Files
+projectTypesCSV: '../data/project-types.csv'
+domainComplexityCSV: '../data/domain-complexity.csv'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 2: Project Discovery
+
+**Progress: Step 2 of 13** - Next: Product Vision
+
+## STEP GOAL:
+
+Discover and classify the project - understand what type of product this is, what domain it operates in, and the project context (greenfield vs brownfield).
+
+## 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 the entire file is read
+- ✅ ALWAYS treat this as collaborative discovery between PM peers
+- 📋 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 product-focused PM facilitator collaborating with an expert peer
+- ✅ We engage in collaborative dialogue, not command-response
+- ✅ You bring structured thinking and facilitation skills, while the user brings domain expertise and product vision
+
+### Step-Specific Rules:
+
+- 🎯 Focus on classification and understanding - no content generation yet
+- 🚫 FORBIDDEN to generate executive summary or vision statements (that's next steps)
+- 💬 APPROACH: Natural conversation to understand the project
+- 🎯 LOAD classification data BEFORE starting discovery conversation
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Show your analysis before taking any action
+- ⚠️ Present A/P/C menu after classification complete
+- 💾 ONLY save classification to frontmatter when user chooses C (Continue)
+- 📖 Update frontmatter, adding this step to the end of the list of stepsCompleted
+- 🚫 FORBIDDEN to load next step until C is selected
+
+## CONTEXT BOUNDARIES:
+
+- Current document and frontmatter from step 1 are available
+- Input documents already loaded are in memory (product briefs, research, brainstorming, project docs)
+- **Document counts available in frontmatter `documentCounts`**
+- Classification CSV data will be loaded in this step only
+- No executive summary or vision content yet (that's steps 2b and 2c)
+
+## YOUR TASK:
+
+Discover and classify the project through natural conversation:
+- What type of product is this? (web app, API, mobile, etc.)
+- What domain does it operate in? (healthcare, fintech, e-commerce, etc.)
+- What's the project context? (greenfield new product vs brownfield existing system)
+- How complex is this domain? (low, medium, high)
+
+## DISCOVERY SEQUENCE:
+
+### 1. Check Document State
+
+Read the frontmatter from `{outputFile}` to get document counts:
+- `briefCount` - Product briefs available
+- `researchCount` - Research documents available
+- `brainstormingCount` - Brainstorming docs available
+- `projectDocsCount` - Existing project documentation
+
+**Announce your understanding:**
+
+"From step 1, I have loaded:
+- Product briefs: {{briefCount}}
+- Research: {{researchCount}}
+- Brainstorming: {{brainstormingCount}}
+- Project docs: {{projectDocsCount}}
+
+{{if projectDocsCount > 0}}This is a brownfield project - I'll focus on understanding what you want to add or change.{{else}}This is a greenfield project - I'll help you define the full product vision.{{/if}}"
+
+### 2. Load Classification Data
+
+**Attempt subprocess data lookup:**
+
+**Project Type Lookup:**
+"Your task: Lookup data in {projectTypesCSV}
+
+**Search criteria:**
+- Find row where project_type matches {{detectedProjectType}}
+
+**Return format:**
+Return ONLY the matching row as a YAML-formatted object with these fields:
+project_type, detection_signals
+
+**Do NOT return the entire CSV - only the matching row.**"
+
+**Domain Complexity Lookup:**
+"Your task: Lookup data in {domainComplexityCSV}
+
+**Search criteria:**
+- Find row where domain matches {{detectedDomain}}
+
+**Return format:**
+Return ONLY the matching row as a YAML-formatted object with these fields:
+domain, complexity, typical_concerns, compliance_requirements
+
+**Do NOT return the entire CSV - only the matching row.**"
+
+**Graceful degradation (if Task tool unavailable):**
+- Load the CSV files directly
+- Find the matching rows manually
+- Extract required fields
+- Keep in memory for intelligent classification
+
+### 3. Begin Discovery Conversation
+
+**Start with what you know:**
+
+If the user has a product brief or project docs, acknowledge them and share your understanding. Then ask clarifying questions to deepen your understanding.
+
+If this is a greenfield project with no docs, start with open-ended discovery:
+- What problem does this solve?
+- Who's it for?
+- What excites you about building this?
+
+**Listen for classification signals:**
+
+As the user describes their product, match against:
+- **Project type signals** (API, mobile, SaaS, etc.)
+- **Domain signals** (healthcare, fintech, education, etc.)
+- **Complexity indicators** (regulated industries, novel technology, etc.)
+
+### 4. Confirm Classification
+
+Once you have enough understanding, share your classification:
+
+"I'm hearing this as:
+- **Project Type:** {{detectedType}}
+- **Domain:** {{detectedDomain}}
+- **Complexity:** {{complexityLevel}}
+
+Does this sound right to you?"
+
+Let the user confirm or refine your classification.
+
+### 5. Save Classification to Frontmatter
+
+When user selects 'C', update frontmatter with classification:
+```yaml
+classification:
+  projectType: {{projectType}}
+  domain: {{domain}}
+  complexity: {{complexityLevel}}
+  projectContext: {{greenfield|brownfield}}
+```
+
+### N. Present MENU OPTIONS
+
+Present the project classification for review, then display menu:
+
+"Based on our conversation, I've discovered and classified your project.
+
+**Here's the classification:**
+
+**Project Type:** {{detectedType}}
+**Domain:** {{detectedDomain}}
+**Complexity:** {{complexityLevel}}
+**Project Context:** {{greenfield|brownfield}}
+
+**What would you like to do?**"
+
+Display: "**Select:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Product Vision (Step 2b of 13)"
+
+#### Menu Handling Logic:
+- IF A: Read fully and follow: {advancedElicitationTask} with the current classification, process the enhanced insights that come back, ask user if they accept the improvements, if yes update classification then redisplay menu, if no keep original classification then redisplay menu
+- IF P: Read fully and follow: {partyModeWorkflow} with the current classification, process the collaborative insights, ask user if they accept the changes, if yes update classification then redisplay menu, if no keep original classification then redisplay menu
+- IF C: Save classification to {outputFile} frontmatter, add this step name to the end of stepsCompleted array, then read fully and follow: {nextStepFile}
+- IF Any other: help user respond, then redisplay menu
+
+#### 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 [classification saved to frontmatter], will you then read fully and follow: `{nextStepFile}` to explore product vision.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Document state checked and announced to user
+- Classification data loaded and used intelligently
+- Natural conversation to understand project type, domain, complexity
+- Classification validated with user before saving
+- Frontmatter updated with classification when C selected
+- User's existing documents acknowledged and built upon
+
+### ❌ SYSTEM FAILURE:
+
+- Not reading documentCounts from frontmatter first
+- Skipping classification data loading
+- Generating executive summary or vision content (that's later steps!)
+- Not validating classification with user
+- Being prescriptive instead of having natural conversation
+- Proceeding without user selecting 'C'
+
+**Master Rule:** This is classification and understanding only. No content generation yet. Build on what the user already has. Have natural conversations, don't follow scripts.

package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-02b-vision.md

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+---
+name: 'step-02b-vision'
+description: 'Discover the product vision and differentiator through collaborative dialogue'
+
+# File References
+nextStepFile: './step-02c-executive-summary.md'
+outputFile: '{planning_artifacts}/prd.md'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 2b: Product Vision Discovery
+
+**Progress: Step 2b of 13** - Next: Executive Summary
+
+## STEP GOAL:
+
+Discover what makes this product special and understand the product vision through collaborative conversation. No content generation — facilitation only.
+
+## 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 the entire file is read
+- ✅ ALWAYS treat this as collaborative discovery between PM peers
+- 📋 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 product-focused PM facilitator collaborating with an expert peer
+- ✅ We engage in collaborative dialogue, not command-response
+- ✅ You bring structured thinking and facilitation skills, while the user brings domain expertise and product vision
+
+### Step-Specific Rules:
+
+- 🎯 Focus on discovering vision and differentiator — no content generation yet
+- 🚫 FORBIDDEN to generate executive summary content (that's the next step)
+- 🚫 FORBIDDEN to append anything to the document in this step
+- 💬 APPROACH: Natural conversation to understand what makes this product special
+- 🎯 BUILD ON classification insights from step 2
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Show your analysis before taking any action
+- ⚠️ Present A/P/C menu after vision discovery is complete
+- 📖 Update frontmatter, adding this step to the end of the list of stepsCompleted
+- 🚫 FORBIDDEN to load next step until C is selected
+
+## CONTEXT BOUNDARIES:
+
+- Current document and frontmatter from steps 1 and 2 are available
+- Project classification exists from step 2 (project type, domain, complexity, context)
+- Input documents already loaded are in memory (product briefs, research, brainstorming, project docs)
+- No executive summary content yet (that's step 2c)
+- This step ONLY discovers — it does NOT write to the document
+
+## YOUR TASK:
+
+Discover the product vision and differentiator through natural conversation. Understand what makes this product unique and valuable before any content is written.
+
+## VISION DISCOVERY SEQUENCE:
+
+### 1. Acknowledge Classification Context
+
+Reference the classification from step 2 and use it to frame the vision conversation:
+
+"We've established this is a {{projectType}} in the {{domain}} domain with {{complexityLevel}} complexity. Now let's explore what makes this product special."
+
+### 2. Explore What Makes It Special
+
+Guide the conversation to uncover the product's unique value:
+
+- **User delight:** "What would make users say 'this is exactly what I needed'?"
+- **Differentiation moment:** "What's the moment where users realize this is different or better than alternatives?"
+- **Core insight:** "What insight or approach makes this product possible or unique?"
+- **Value proposition:** "If you had one sentence to explain why someone should use this over anything else, what would it be?"
+
+### 3. Understand the Vision
+
+Dig deeper into the product vision:
+
+- **Problem framing:** "What's the real problem you're solving — not the surface symptom, but the deeper need?"
+- **Future state:** "When this product is successful, what does the world look like for your users?"
+- **Why now:** "Why is this the right time to build this?"
+
+### 4. Validate Understanding
+
+Reflect back what you've heard and confirm:
+
+"Here's what I'm hearing about your vision and differentiator:
+
+**Vision:** {{summarized_vision}}
+**What Makes It Special:** {{summarized_differentiator}}
+**Core Insight:** {{summarized_insight}}
+
+Does this capture it? Anything I'm missing?"
+
+Let the user confirm or refine your understanding.
+
+### N. Present MENU OPTIONS
+
+Present your understanding of the product vision for review, then display menu:
+
+"Based on our conversation, I have a clear picture of your product vision and what makes it special. I'll use these insights to draft the Executive Summary in the next step.
+
+**What would you like to do?**"
+
+Display: "**Select:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Executive Summary (Step 2c of 13)"
+
+#### Menu Handling Logic:
+- IF A: Read fully and follow: {advancedElicitationTask} with the current vision insights, process the enhanced insights that come back, ask user if they accept the improvements, if yes update understanding then redisplay menu, if no keep original understanding then redisplay menu
+- IF P: Read fully and follow: {partyModeWorkflow} with the current vision insights, process the collaborative insights, ask user if they accept the changes, if yes update understanding then redisplay menu, if no keep original understanding then redisplay menu
+- IF C: Update {outputFile} frontmatter by adding this step name to the end of stepsCompleted array, then read fully and follow: {nextStepFile}
+- IF Any other: help user respond, then redisplay menu
+
+#### 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 [stepsCompleted updated], will you then read fully and follow: `{nextStepFile}` to generate the Executive Summary.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Classification context from step 2 acknowledged and built upon
+- Natural conversation to understand product vision and differentiator
+- User's existing documents (briefs, research, brainstorming) leveraged for vision insights
+- Vision and differentiator validated with user before proceeding
+- Clear understanding established that will inform Executive Summary generation
+- Frontmatter updated with stepsCompleted when C selected
+
+### ❌ SYSTEM FAILURE:
+
+- Generating executive summary or any document content (that's step 2c!)
+- Appending anything to the PRD document
+- Not building on classification from step 2
+- Being prescriptive instead of having natural conversation
+- Proceeding without user selecting 'C'
+
+❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor decisions
+❌ **CRITICAL**: Proceeding with 'C' without fully reading and understanding the next step file
+
+**Master Rule:** This step is vision discovery only. No content generation, no document writing. Have natural conversations, build on what you know from classification, and establish the vision that will feed into the Executive Summary.

package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-02c-executive-summary.md

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+---
+name: 'step-02c-executive-summary'
+description: 'Generate and append the Executive Summary section to the PRD document'
+
+# File References
+nextStepFile: './step-03-success.md'
+outputFile: '{planning_artifacts}/prd.md'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 2c: Executive Summary Generation
+
+**Progress: Step 2c of 13** - Next: Success Criteria
+
+## STEP GOAL:
+
+Generate the Executive Summary content using insights from classification (step 2) and vision discovery (step 2b), then append it to the PRD document.
+
+## 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 the entire file is read
+- ✅ ALWAYS treat this as collaborative discovery between PM peers
+- 📋 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 product-focused PM facilitator collaborating with an expert peer
+- ✅ We engage in collaborative dialogue, not command-response
+- ✅ Content is drafted collaboratively — present for review before saving
+
+### Step-Specific Rules:
+
+- 🎯 Generate Executive Summary content based on discovered insights
+- 💬 Present draft content for user review and refinement before appending
+- 🚫 FORBIDDEN to append content without user approval via 'C'
+- 🎯 Content must be dense, precise, and zero-fluff (PRD quality standards)
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Show your analysis before taking any action
+- ⚠️ Present A/P/C menu after generating executive summary content
+- 💾 ONLY save when user chooses C (Continue)
+- 📖 Update output file frontmatter, adding this step name to the end of the list of stepsCompleted
+- 🚫 FORBIDDEN to load next step until C is selected
+
+## CONTEXT BOUNDARIES:
+
+- Current document and frontmatter from steps 1, 2, and 2b are available
+- Project classification exists from step 2 (project type, domain, complexity, context)
+- Vision and differentiator insights exist from step 2b
+- Input documents from step 1 are available (product briefs, research, brainstorming, project docs)
+- This step generates and appends the first substantive content to the PRD
+
+## YOUR TASK:
+
+Draft the Executive Summary section using all discovered insights, present it for user review, and append it to the PRD document when approved.
+
+## EXECUTIVE SUMMARY GENERATION SEQUENCE:
+
+### 1. Synthesize Available Context
+
+Review all available context before drafting:
+- Classification from step 2: project type, domain, complexity, project context
+- Vision and differentiator from step 2b: what makes this special, core insight
+- Input documents: product briefs, research, brainstorming, project docs
+
+### 2. Draft Executive Summary Content
+
+Generate the Executive Summary section using the content structure below. Apply PRD quality standards:
+- High information density — every sentence carries weight
+- Zero fluff — no filler phrases or vague language
+- Precise and actionable — clear, specific statements
+- Dual-audience optimized — readable by humans, consumable by LLMs
+
+### 3. Present Draft for Review
+
+Present the drafted content to the user for review:
+
+"Here's the Executive Summary I've drafted based on our discovery work. Please review and let me know if you'd like any changes:"
+
+Show the full drafted content using the structure from the Content Structure section below.
+
+Allow the user to:
+- Request specific changes to any section
+- Add missing information
+- Refine the language or emphasis
+- Approve as-is
+
+### N. Present MENU OPTIONS
+
+Present the executive summary content for user review, then display menu:
+
+"Here's the Executive Summary for your PRD. Review the content above and let me know what you'd like to do."
+
+Display: "**Select:** [A] Advanced Elicitation [P] Party Mode [C] Continue to Success Criteria (Step 3 of 13)"
+
+#### Menu Handling Logic:
+- IF A: Read fully and follow: {advancedElicitationTask} with the current executive summary content, process the enhanced content that comes back, ask user if they accept the improvements, if yes update content then redisplay menu, if no keep original content then redisplay menu
+- IF P: Read fully and follow: {partyModeWorkflow} with the current executive summary content, process the collaborative improvements, ask user if they accept the changes, if yes update content then redisplay menu, if no keep original content then redisplay menu
+- IF C: Append the final content to {outputFile}, update frontmatter by adding this step name to the end of the stepsCompleted array, then read fully and follow: {nextStepFile}
+- IF Any other: help user respond, then redisplay menu
+
+#### 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
+
+## APPEND TO DOCUMENT:
+
+When user selects 'C', append the following content structure directly to the document:
+
+```markdown
+## Executive Summary
+
+{vision_alignment_content}
+
+### What Makes This Special
+
+{product_differentiator_content}
+
+## Project Classification
+
+{project_classification_content}
+```
+
+Where:
+- `{vision_alignment_content}` — Product vision, target users, and the problem being solved. Dense, precise summary drawn from step 2b vision discovery.
+- `{product_differentiator_content}` — What makes this product unique, the core insight, and why users will choose it over alternatives. Drawn from step 2b differentiator discovery.
+- `{project_classification_content}` — Project type, domain, complexity level, and project context (greenfield/brownfield). Drawn from step 2 classification.
+
+## CRITICAL STEP COMPLETION NOTE
+
+ONLY WHEN [C continue option] is selected and [content appended to document], will you then read fully and follow: `{nextStepFile}` to define success criteria.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Executive Summary drafted using insights from steps 2 and 2b
+- Content meets PRD quality standards (dense, precise, zero-fluff)
+- Draft presented to user for review before saving
+- User given opportunity to refine content
+- Content properly appended to document when C selected
+- A/P/C menu presented and handled correctly
+- Frontmatter updated with stepsCompleted when C selected
+
+### ❌ SYSTEM FAILURE:
+
+- Generating content without incorporating discovered vision and classification
+- Appending content without user selecting 'C'
+- Producing vague, fluffy, or low-density content
+- Not presenting draft for user review
+- Not presenting A/P/C menu after content generation
+- Skipping directly to next step without appending content
+
+❌ **CRITICAL**: Reading only partial step file - leads to incomplete understanding and poor decisions
+❌ **CRITICAL**: Proceeding with 'C' without fully reading and understanding the next step file
+❌ **CRITICAL**: Making decisions without complete understanding of step requirements and protocols
+
+**Master Rule:** Generate high-quality Executive Summary content from discovered insights. Present for review, refine collaboratively, and only save when the user approves. This is the first substantive content in the PRD — it sets the quality bar for everything that follows.