bmad-method 6.0.0-alpha.9 → 6.0.2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (933) hide show
  1. package/.augment/code_review_guidelines.yaml +271 -0
  2. package/.claude/skills/bmad-os-audit-file-refs/SKILL.md +6 -0
  3. package/.claude/skills/bmad-os-audit-file-refs/prompts/instructions.md +59 -0
  4. package/.claude/skills/bmad-os-changelog-social/SKILL.md +177 -0
  5. package/.claude/skills/bmad-os-changelog-social/examples/discord-example.md +53 -0
  6. package/.claude/skills/bmad-os-changelog-social/examples/linkedin-example.md +49 -0
  7. package/.claude/skills/bmad-os-changelog-social/examples/twitter-example.md +55 -0
  8. package/.claude/skills/bmad-os-diataxis-style-fix/SKILL.md +6 -0
  9. package/.claude/skills/bmad-os-diataxis-style-fix/prompts/instructions.md +229 -0
  10. package/.claude/skills/bmad-os-draft-changelog/SKILL.md +6 -0
  11. package/.claude/skills/bmad-os-draft-changelog/prompts/instructions.md +82 -0
  12. package/.claude/skills/bmad-os-gh-triage/SKILL.md +6 -0
  13. package/.claude/skills/bmad-os-gh-triage/prompts/agent-prompt.md +60 -0
  14. package/.claude/skills/bmad-os-gh-triage/prompts/instructions.md +74 -0
  15. package/.claude/skills/bmad-os-release-module/SKILL.md +6 -0
  16. package/.claude/skills/bmad-os-release-module/prompts/instructions.md +53 -0
  17. package/.claude/skills/bmad-os-review-pr/SKILL.md +6 -0
  18. package/.claude/skills/bmad-os-review-pr/prompts/instructions.md +231 -0
  19. package/.coderabbit.yaml +85 -0
  20. package/.github/CODE_OF_CONDUCT.md +128 -0
  21. package/.github/ISSUE_TEMPLATE/bug-report.yaml +124 -0
  22. package/.github/ISSUE_TEMPLATE/config.yaml +5 -2
  23. package/.github/ISSUE_TEMPLATE/documentation.yaml +55 -0
  24. package/.github/ISSUE_TEMPLATE/feature-request.md +22 -0
  25. package/.github/ISSUE_TEMPLATE/issue.md +32 -0
  26. package/.github/PULL_REQUEST_TEMPLATE.md +13 -0
  27. package/.github/scripts/discord-helpers.sh +34 -0
  28. package/.github/workflows/coderabbit-review.yaml +22 -0
  29. package/.github/workflows/discord.yaml +82 -8
  30. package/.github/workflows/docs.yaml +64 -0
  31. package/.github/workflows/quality.yaml +40 -2
  32. package/.husky/pre-commit +13 -0
  33. package/.markdownlint-cli2.yaml +41 -0
  34. package/.prettierignore +10 -0
  35. package/.vscode/settings.json +4 -3
  36. package/CHANGELOG.md +1110 -673
  37. package/CNAME +1 -0
  38. package/CONTRIBUTING.md +97 -189
  39. package/CONTRIBUTORS.md +32 -0
  40. package/LICENSE +7 -3
  41. package/README.md +55 -388
  42. package/SECURITY.md +85 -0
  43. package/TRADEMARK.md +55 -0
  44. package/Wordmark.png +0 -0
  45. package/banner-bmad-method.png +0 -0
  46. package/docs/404.md +9 -0
  47. package/docs/_STYLE_GUIDE.md +370 -0
  48. package/docs/explanation/advanced-elicitation.md +49 -0
  49. package/docs/explanation/adversarial-review.md +59 -0
  50. package/docs/explanation/brainstorming.md +33 -0
  51. package/docs/explanation/established-projects-faq.md +50 -0
  52. package/docs/explanation/party-mode.md +59 -0
  53. package/docs/explanation/preventing-agent-conflicts.md +112 -0
  54. package/docs/explanation/project-context.md +157 -0
  55. package/docs/explanation/quick-flow.md +73 -0
  56. package/docs/explanation/why-solutioning-matters.md +77 -0
  57. package/docs/how-to/customize-bmad.md +172 -0
  58. package/docs/how-to/established-projects.md +117 -0
  59. package/docs/how-to/get-answers-about-bmad.md +134 -0
  60. package/docs/how-to/install-bmad.md +97 -0
  61. package/docs/how-to/non-interactive-installation.md +171 -0
  62. package/docs/how-to/project-context.md +136 -0
  63. package/docs/how-to/quick-fixes.md +123 -0
  64. package/docs/how-to/shard-large-documents.md +78 -0
  65. package/docs/how-to/upgrade-to-v6.md +97 -0
  66. package/docs/index.md +37 -204
  67. package/docs/reference/agents.md +28 -0
  68. package/docs/reference/commands.md +151 -0
  69. package/docs/reference/modules.md +76 -0
  70. package/docs/reference/testing.md +106 -0
  71. package/docs/reference/workflow-map.md +89 -0
  72. package/docs/roadmap.mdx +136 -0
  73. package/docs/tutorials/getting-started.md +273 -0
  74. package/eslint.config.mjs +26 -16
  75. package/package.json +35 -28
  76. package/src/bmm/agents/analyst.agent.yaml +43 -0
  77. package/src/bmm/agents/architect.agent.yaml +29 -0
  78. package/src/bmm/agents/dev.agent.yaml +38 -0
  79. package/src/bmm/agents/pm.agent.yaml +44 -0
  80. package/src/bmm/agents/qa.agent.yaml +58 -0
  81. package/src/bmm/agents/quick-flow-solo-dev.agent.yaml +32 -0
  82. package/src/bmm/agents/sm.agent.yaml +37 -0
  83. package/src/bmm/agents/tech-writer/tech-writer-sidecar/documentation-standards.md +224 -0
  84. package/src/bmm/agents/tech-writer/tech-writer.agent.yaml +46 -0
  85. package/src/bmm/agents/ux-designer.agent.yaml +27 -0
  86. package/src/bmm/data/project-context-template.md +26 -0
  87. package/src/bmm/module-help.csv +31 -0
  88. package/src/bmm/module.yaml +50 -0
  89. package/src/bmm/teams/default-party.csv +20 -0
  90. package/src/bmm/workflows/1-analysis/create-product-brief/product-brief.template.md +10 -0
  91. package/src/bmm/workflows/1-analysis/create-product-brief/steps/step-01-init.md +177 -0
  92. package/src/bmm/workflows/1-analysis/create-product-brief/steps/step-01b-continue.md +161 -0
  93. package/src/bmm/workflows/1-analysis/create-product-brief/steps/step-02-vision.md +199 -0
  94. package/src/bmm/workflows/1-analysis/create-product-brief/steps/step-03-users.md +202 -0
  95. package/src/bmm/workflows/1-analysis/create-product-brief/steps/step-04-metrics.md +205 -0
  96. package/src/bmm/workflows/1-analysis/create-product-brief/steps/step-05-scope.md +219 -0
  97. package/src/bmm/workflows/1-analysis/create-product-brief/steps/step-06-complete.md +162 -0
  98. package/src/bmm/workflows/1-analysis/create-product-brief/workflow.md +57 -0
  99. package/src/bmm/workflows/1-analysis/research/domain-steps/step-01-init.md +137 -0
  100. package/src/bmm/workflows/1-analysis/research/domain-steps/step-02-domain-analysis.md +229 -0
  101. package/src/bmm/workflows/1-analysis/research/domain-steps/step-03-competitive-landscape.md +238 -0
  102. package/src/bmm/workflows/1-analysis/research/domain-steps/step-04-regulatory-focus.md +206 -0
  103. package/src/bmm/workflows/1-analysis/research/domain-steps/step-05-technical-trends.md +234 -0
  104. package/src/bmm/workflows/1-analysis/research/domain-steps/step-06-research-synthesis.md +444 -0
  105. package/src/bmm/workflows/1-analysis/research/market-steps/step-01-init.md +182 -0
  106. package/src/bmm/workflows/1-analysis/research/market-steps/step-02-customer-behavior.md +237 -0
  107. package/src/bmm/workflows/1-analysis/research/market-steps/step-03-customer-pain-points.md +249 -0
  108. package/src/bmm/workflows/1-analysis/research/market-steps/step-04-customer-decisions.md +259 -0
  109. package/src/bmm/workflows/1-analysis/research/market-steps/step-05-competitive-analysis.md +177 -0
  110. package/src/bmm/workflows/1-analysis/research/market-steps/step-06-research-completion.md +476 -0
  111. package/src/bmm/workflows/1-analysis/research/research.template.md +29 -0
  112. package/src/bmm/workflows/1-analysis/research/technical-steps/step-01-init.md +137 -0
  113. package/src/bmm/workflows/1-analysis/research/technical-steps/step-02-technical-overview.md +239 -0
  114. package/src/bmm/workflows/1-analysis/research/technical-steps/step-03-integration-patterns.md +248 -0
  115. package/src/bmm/workflows/1-analysis/research/technical-steps/step-04-architectural-patterns.md +202 -0
  116. package/src/bmm/workflows/1-analysis/research/technical-steps/step-05-implementation-research.md +233 -0
  117. package/src/bmm/workflows/1-analysis/research/technical-steps/step-06-research-synthesis.md +487 -0
  118. package/src/bmm/workflows/1-analysis/research/workflow-domain-research.md +54 -0
  119. package/src/bmm/workflows/1-analysis/research/workflow-market-research.md +54 -0
  120. package/src/bmm/workflows/1-analysis/research/workflow-technical-research.md +54 -0
  121. package/src/bmm/workflows/2-plan-workflows/create-prd/data/domain-complexity.csv +15 -0
  122. package/src/bmm/workflows/2-plan-workflows/create-prd/data/prd-purpose.md +197 -0
  123. package/src/bmm/workflows/2-plan-workflows/create-prd/data/project-types.csv +11 -0
  124. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-01-init.md +191 -0
  125. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-01b-continue.md +152 -0
  126. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-02-discovery.md +224 -0
  127. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-02b-vision.md +154 -0
  128. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-02c-executive-summary.md +170 -0
  129. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-03-success.md +226 -0
  130. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-04-journeys.md +213 -0
  131. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-05-domain.md +207 -0
  132. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-06-innovation.md +226 -0
  133. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-07-project-type.md +237 -0
  134. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-08-scoping.md +228 -0
  135. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-09-functional.md +231 -0
  136. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-10-nonfunctional.md +242 -0
  137. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-11-polish.md +217 -0
  138. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-c/step-12-complete.md +124 -0
  139. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-e/step-e-01-discovery.md +247 -0
  140. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-e/step-e-01b-legacy-conversion.md +208 -0
  141. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-e/step-e-02-review.md +249 -0
  142. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-e/step-e-03-edit.md +253 -0
  143. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-e/step-e-04-complete.md +168 -0
  144. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-01-discovery.md +226 -0
  145. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-02-format-detection.md +191 -0
  146. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-02b-parity-check.md +209 -0
  147. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-03-density-validation.md +174 -0
  148. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-04-brief-coverage-validation.md +214 -0
  149. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-05-measurability-validation.md +228 -0
  150. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-06-traceability-validation.md +217 -0
  151. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-07-implementation-leakage-validation.md +205 -0
  152. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-08-domain-compliance-validation.md +243 -0
  153. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-09-project-type-validation.md +263 -0
  154. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-10-smart-validation.md +209 -0
  155. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-11-holistic-quality-validation.md +264 -0
  156. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-12-completeness-validation.md +242 -0
  157. package/src/bmm/workflows/2-plan-workflows/create-prd/steps-v/step-v-13-report-complete.md +231 -0
  158. package/src/bmm/workflows/2-plan-workflows/create-prd/templates/prd-template.md +10 -0
  159. package/src/bmm/workflows/2-plan-workflows/create-prd/workflow-create-prd.md +63 -0
  160. package/src/bmm/workflows/2-plan-workflows/create-prd/workflow-edit-prd.md +65 -0
  161. package/src/bmm/workflows/2-plan-workflows/create-prd/workflow-validate-prd.md +63 -0
  162. package/src/bmm/workflows/2-plan-workflows/create-ux-design/steps/step-01-init.md +135 -0
  163. package/src/bmm/workflows/2-plan-workflows/create-ux-design/steps/step-01b-continue.md +127 -0
  164. package/src/bmm/workflows/2-plan-workflows/create-ux-design/steps/step-02-discovery.md +190 -0
  165. package/src/bmm/workflows/2-plan-workflows/create-ux-design/steps/step-03-core-experience.md +216 -0
  166. package/src/bmm/workflows/2-plan-workflows/create-ux-design/steps/step-04-emotional-response.md +219 -0
  167. package/src/bmm/workflows/2-plan-workflows/create-ux-design/steps/step-05-inspiration.md +234 -0
  168. package/src/bmm/workflows/2-plan-workflows/create-ux-design/steps/step-06-design-system.md +252 -0
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  178. package/src/bmm/workflows/2-plan-workflows/create-ux-design/workflow.md +42 -0
  179. package/src/bmm/workflows/3-solutioning/check-implementation-readiness/steps/step-01-document-discovery.md +184 -0
  180. package/src/bmm/workflows/3-solutioning/check-implementation-readiness/steps/step-02-prd-analysis.md +172 -0
  181. package/src/bmm/workflows/3-solutioning/check-implementation-readiness/steps/step-03-epic-coverage-validation.md +173 -0
  182. package/src/bmm/workflows/3-solutioning/check-implementation-readiness/steps/step-04-ux-alignment.md +133 -0
  183. package/src/bmm/workflows/3-solutioning/check-implementation-readiness/steps/step-05-epic-quality-review.md +245 -0
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- # BMAD Workflow Creation Guide
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-
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- Create structured, repeatable workflows for human-AI collaboration in BMAD v6.
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-
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- ## Table of Contents
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-
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- 1. [Quick Start](#quick-start)
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- 2. [Core Concepts](#core-concepts)
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- 3. [Workflow Structure](#workflow-structure)
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- 4. [Writing Instructions](#writing-instructions)
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- 5. [Templates and Variables](#templates--variables)
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- 6. [Flow Control](#flow-control)
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- 7. [Validation](#validation)
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- 8. [Examples](#examples)
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- 9. [Best Practices](#best-practices)
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- 10. [Troubleshooting](#troubleshooting)
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-
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- ## Quick Start
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-
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- ### Minimal Workflow (3 minutes)
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-
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- Create a folder with these files:
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-
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- ```yaml
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- # workflow.yaml (REQUIRED)
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- name: 'my-workflow'
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- description: 'What this workflow does'
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- installed_path: '{project-root}/{bmad_folder}/module/workflows/my-workflow'
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- template: '{installed_path}/template.md'
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- instructions: '{installed_path}/instructions.md'
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- default_output_file: '{output_folder}/output.md'
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-
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- standalone: true
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- ```
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-
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- ```markdown
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- # template.md
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-
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- # {{project_name}} Output
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-
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- {{main_content}}
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- ```
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-
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- ```markdown
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- # instructions.md
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-
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- <critical>The workflow execution engine is governed by: {project_root}/{bmad_folder}/core/tasks/workflow.xml</critical>
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- <critical>You MUST have already loaded and processed: workflow.yaml</critical>
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-
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- <workflow>
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- <step n="1" goal="Generate content">
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- Create the main content for this document.
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- <template-output>main_content</template-output>
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- </step>
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- </workflow>
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- ```
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-
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- That's it! To execute, tell the BMAD agent: `workflow path/to/my-workflow/`
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-
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- ## Core Concepts
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-
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- ### Tasks vs Workflows
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-
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- | Aspect | Task | Workflow |
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- | -------------- | ------------------ | ----------------------------- |
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- | **Purpose** | Single operation | Multi-step process |
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- | **Format** | XML | Folder with YAML config |
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- | **Location** | `/src/core/tasks/` | `/{bmad_folder}/*/workflows/` |
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- | **User Input** | Minimal | Extensive |
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- | **Output** | Variable | Usually documents |
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-
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- ### Workflow Types
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-
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- 1. **Document Workflows** - Generate PRDs, specs, architectures
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- 2. **Action Workflows** - Refactor code, run tools, orchestrate tasks
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- 3. **Interactive Workflows** - Brainstorming, meditations, guided sessions
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- 4. **Autonomous Workflows** - Run without human input (story generation)
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- 5. **Meta-Workflows** - Coordinate other workflows
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-
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- ## Workflow Structure
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-
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- ### Required Files
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-
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- ```
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- my-workflow/
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- └── workflow.yaml # REQUIRED - Configuration
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- ```
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-
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- ### Optional Files
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-
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- ```
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- my-workflow/
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- ├── template.md # Document structure
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- ├── instructions.md # Step-by-step guide
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- ├── checklist.md # Validation criteria
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- └── [data files] # Supporting resources, xml, md, csv or others
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- ```
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-
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- ### workflow.yaml Configuration
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-
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- ```yaml
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- # Basic metadata
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- name: 'workflow-name'
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- description: 'Clear purpose statement'
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-
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- # Paths
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- installed_path: '{project-root}/{bmad_folder}/module/workflows/name'
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- template: '{installed_path}/template.md' # or false
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- instructions: '{installed_path}/instructions.md' # or false
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- validation: '{installed_path}/checklist.md' # optional
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-
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- # Output
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- default_output_file: '{output_folder}/document.md'
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-
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- # Advanced options
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- recommended_inputs: # Expected input docs
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- - input_doc: 'path/to/doc.md'
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-
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- # Invocation control
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- standalone: true # Can be invoked directly (default: true)
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- ```
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-
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- ### Standalone Property: Invocation Control
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-
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- **CRITICAL**: The `standalone` property controls whether a workflow, task, or tool can be invoked independently or must be called through an agent's menu.
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-
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- #### For Workflows (workflow.yaml)
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-
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- ```yaml
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- standalone: true # Can invoke directly: /workflow-name or via IDE command
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- standalone: false # Must be called from an agent menu or another workflow
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- ```
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-
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- **When to use `standalone: true` (DEFAULT)**:
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-
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- - ✅ User-facing workflows that should be directly accessible
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- - ✅ Workflows invoked via IDE commands or CLI
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- - ✅ Workflows that users will run independently
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- - ✅ Most document generation workflows (PRD, architecture, etc.)
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- - ✅ Action workflows users trigger directly (refactor, analyze, etc.)
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- - ✅ Entry-point workflows for a module
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-
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- **When to use `standalone: false`**:
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-
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- - ✅ Sub-workflows only called by other workflows (via `<invoke-workflow>`)
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- - ✅ Internal utility workflows not meant for direct user access
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- - ✅ Workflows that require specific context from parent workflow
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- - ✅ Helper workflows that don't make sense alone
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-
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- **Examples**:
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-
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- ```yaml
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- # Standalone: User invokes directly
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- name: 'plan-project'
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- description: 'Create PRD/GDD for any project'
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- standalone: true # Users run this directly
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-
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- ---
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- # Non-standalone: Only called by parent workflow
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- name: 'validate-requirements'
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- description: 'Internal validation helper for PRD workflow'
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- standalone: false # Only invoked by plan-project workflow
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- ```
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-
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- #### For Tasks and Tools (XML files)
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-
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- Tasks and tools in `src/core/tasks/` and `src/core/tools/` also support the standalone attribute:
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-
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- ```xml
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- <!-- Standalone task: Can be invoked directly -->
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- <task name="workflow" standalone="true">
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- <!-- Task definition -->
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- </task>
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-
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- <!-- Non-standalone: Only called by workflows/agents -->
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- <tool name="internal-helper" standalone="false">
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- <!-- Tool definition -->
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- </tool>
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- ```
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-
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- **Task/Tool Standalone Guidelines**:
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-
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- - `standalone="true"`: Core tasks like workflow.xml, create-doc.xml that users/agents invoke directly
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- - `standalone="false"`: Internal helpers, utilities only called by other tasks/workflows
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-
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- #### Default Behavior
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-
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- **If standalone property is omitted**:
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-
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- - Workflows: Default to `standalone: true` (accessible directly)
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- - Tasks/Tools: Default to `standalone: true` (accessible directly)
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-
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- **Best Practice**: Explicitly set standalone even if using default to make intent clear.
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-
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- #### Invocation Patterns
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- **Standalone workflows can be invoked**:
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-
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- 1. Directly by users: `/workflow-name` or IDE command
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- 2. From agent menus: `workflow: "{path}/workflow.yaml"`
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- 3. From other workflows: `<invoke-workflow path="{path}/workflow.yaml">`
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-
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- **Non-standalone workflows**:
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- 1. ❌ Cannot be invoked directly by users
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- 2. ❌ Cannot be called from IDE commands
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- 3. ✅ Can be invoked by other workflows via `<invoke-workflow>`
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- 4. ✅ Can be called from agent menu items
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-
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- #### Module Design Implications
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-
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- **Typical Module Pattern**:
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- ```yaml
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- # Entry-point workflows: standalone: true
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- bmm/workflows/plan-project/workflow.yaml → standalone: true
217
- bmm/workflows/architecture/workflow.yaml → standalone: true
218
-
219
- # Helper workflows: standalone: false
220
- bmm/workflows/internal/validate-epic/workflow.yaml → standalone: false
221
- bmm/workflows/internal/format-story/workflow.yaml → standalone: false
222
- ```
223
-
224
- **Benefits of this pattern**:
225
-
226
- - Clear separation between user-facing and internal workflows
227
- - Prevents users from accidentally invoking incomplete/internal workflows
228
- - Cleaner IDE command palette (only shows standalone workflows)
229
- - Better encapsulation and maintainability
230
-
231
- ### Common Patterns
232
-
233
- **Full Document Workflow** (most common)
234
-
235
- - Has: All 4 files
236
- - Use for: PRDs, architectures, specs
237
-
238
- **Action Workflow** (no template)
239
-
240
- - Has: workflow.yaml + instructions.md
241
- - Use for: Refactoring, tool orchestration
242
-
243
- **Autonomous Workflow** (no interaction)
244
-
245
- - Has: workflow.yaml + template + instructions
246
- - Use for: Automated generation
247
-
248
- ## Writing Instructions
249
-
250
- ### Instruction Styles: Intent-Based vs Prescriptive
251
-
252
- **CRITICAL DESIGN DECISION**: Choose your instruction style early - it fundamentally shapes the user experience.
253
-
254
- #### Default Recommendation: Intent-Based (Adaptive)
255
-
256
- **Intent-based workflows give the AI goals and principles, letting it adapt the conversation naturally to the user's context.** This is the BMAD v6 default for most workflows.
257
-
258
- #### The Two Approaches
259
-
260
- ##### 1. Intent-Based Instructions (RECOMMENDED)
261
-
262
- **What it is**: Guide the AI with goals, principles, and context - let it determine the best way to interact with each user.
263
-
264
- **Characteristics**:
265
-
266
- - Uses `<action>` tags with guiding instructions
267
- - Focuses on WHAT to accomplish and WHY it matters
268
- - Lets AI adapt conversation to user needs
269
- - More flexible and conversational
270
- - Better for complex discovery and iterative refinement
271
-
272
- **When to use**:
273
-
274
- - Complex discovery processes (requirements gathering, architecture design)
275
- - Creative brainstorming and ideation
276
- - Iterative refinement workflows
277
- - When user input quality matters more than consistency
278
- - Workflows requiring adaptation to context
279
- - Teaching/educational workflows
280
- - When users have varying skill levels
281
-
282
- **Example**:
283
-
284
- ```xml
285
- <step n="2" goal="Understand user's target audience">
286
- <action>Engage in collaborative discovery to understand their target users:
287
-
288
- Ask open-ended questions to explore:
289
- - Who will use this product?
290
- - What problems do they face?
291
- - What are their goals and motivations?
292
- - How tech-savvy are they?
293
-
294
- Listen for clues about:
295
- - Demographics and characteristics
296
- - Pain points and needs
297
- - Current solutions they use
298
- - Unmet needs or frustrations
299
-
300
- Adapt your depth and terminology to the user's responses.
301
- If they give brief answers, dig deeper with follow-ups.
302
- If they're uncertain, help them think through it with examples.
303
- </action>
304
-
305
- <template-output>target_audience</template-output>
306
- </step>
307
- ```
308
-
309
- **Intent-based workflow adapts**:
310
-
311
- - **Expert user** might get: "Tell me about your target users - demographics, pain points, and technical profile?"
312
- - **Beginner user** might get: "Let's talk about who will use this. Imagine your ideal customer - what do they look like? What problem are they trying to solve?"
313
-
314
- ##### 2. Prescriptive Instructions (Use Selectively)
315
-
316
- **What it is**: Provide exact wording for questions and specific options for answers.
317
-
318
- **Characteristics**:
319
-
320
- - Uses `<ask>` tags with exact question text
321
- - Provides specific options or formats
322
- - More controlled and predictable
323
- - Ensures consistency across runs
324
- - Better for simple data collection or compliance needs
325
-
326
- **When to use**:
327
-
328
- - Simple data collection (platform choice, format selection)
329
- - Compliance verification and standards adherence
330
- - Configuration with finite, well-defined options
331
- - When consistency is critical across all executions
332
- - Quick setup wizards
333
- - Binary decisions (yes/no, enable/disable)
334
- - When gathering specific required fields
335
-
336
- **Example**:
337
-
338
- ```xml
339
- <step n="3" goal="Select target platform">
340
- <ask>What is your target platform?
341
-
342
- 1. Web (browser-based application)
343
- 2. Mobile (iOS/Android native apps)
344
- 3. Desktop (Windows/Mac/Linux applications)
345
- 4. CLI (command-line tool)
346
- 5. API (backend service)
347
-
348
- Enter the number (1-5):</ask>
349
-
350
- <action>Store the platform choice as {{target_platform}}</action>
351
- <template-output>target_platform</template-output>
352
- </step>
353
- ```
354
-
355
- **Prescriptive workflow stays consistent** - every user gets the same 5 options in the same format.
356
-
357
- #### Best Practice: Mix Both Styles
358
-
359
- **Even predominantly intent-based workflows should use prescriptive moments** for simple choices. Even prescriptive workflows can have intent-based discovery.
360
-
361
- **Example of effective mixing**:
362
-
363
- ```xml
364
- <!-- Intent-based: Complex discovery -->
365
- <step n="1" goal="Understand user vision">
366
- <action>Explore the user's vision through open conversation:
367
-
368
- Help them articulate:
369
- - The core problem they're solving
370
- - Their unique approach or innovation
371
- - The experience they want to create
372
-
373
- Adapt your questions based on their expertise and communication style.
374
- If they're visionary, explore the "why". If they're technical, explore the "how".
375
- </action>
376
- <template-output>vision</template-output>
377
- </step>
378
-
379
- <!-- Prescriptive: Simple data -->
380
- <step n="2" goal="Capture basic metadata">
381
- <ask>What is your target platform? Choose one:
382
- - Web
383
- - Mobile
384
- - Desktop
385
- - CLI
386
- - API</ask>
387
-
388
- <action>Store as {{platform}}</action>
389
- </step>
390
-
391
- <!-- Intent-based: Deep exploration -->
392
- <step n="3" goal="Design user experience">
393
- <action>Facilitate collaborative UX design:
394
-
395
- Guide them to explore:
396
- - User journey and key flows
397
- - Interaction patterns and affordances
398
- - Visual/aesthetic direction
399
-
400
- Use their platform choice from step 2 to inform relevant patterns.
401
- For web: discuss responsive design. For mobile: touch interactions. Etc.
402
- </action>
403
- <template-output>ux_design</template-output>
404
- </step>
405
- ```
406
-
407
- #### Interactivity Levels
408
-
409
- Beyond style (intent vs prescriptive), consider **how interactive** your workflow should be:
410
-
411
- ##### High Interactivity (Collaborative)
412
-
413
- - Constant back-and-forth with user
414
- - Multiple asks per step
415
- - Iterative refinement and review
416
- - User guides the direction
417
- - **Best for**: Creative work, complex decisions, learning
418
-
419
- **Example**:
420
-
421
- ```xml
422
- <step n="4" goal="Design feature set" repeat="until-satisfied">
423
- <action>Collaborate on feature definitions:
424
-
425
- For each feature the user proposes:
426
- - Help them articulate it clearly
427
- - Explore edge cases together
428
- - Consider implications and dependencies
429
- - Refine the description iteratively
430
-
431
- After each feature: "Want to refine this, add another, or move on?"
432
- </action>
433
- </step>
434
- ```
435
-
436
- ##### Medium Interactivity (Guided)
437
-
438
- - Key decision points have interaction
439
- - AI proposes, user confirms or refines
440
- - Validation checkpoints
441
- - **Best for**: Most document workflows, structured processes
442
-
443
- **Example**:
444
-
445
- ```xml
446
- <step n="5" goal="Generate architecture decisions">
447
- <action>Based on the PRD, identify 10-15 key architectural decisions needed</action>
448
- <action>For each decision, research options and present recommendation</action>
449
- <ask>Approve this decision or propose alternative?</ask>
450
- <action>Record decision and rationale</action>
451
- </step>
452
- ```
453
-
454
- ##### Low Interactivity (Autonomous)
455
-
456
- - Minimal user input required
457
- - AI works independently with guidelines
458
- - User reviews final output
459
- - **Best for**: Automated generation, batch processing
460
-
461
- **Example**:
462
-
463
- ```xml
464
- <step n="6" goal="Generate user stories">
465
- <action>For each epic in the PRD, generate 3-7 user stories following this pattern:
466
- - As a [user type]
467
- - I want to [action]
468
- - So that [benefit]
469
-
470
- Ensure stories are:
471
- - Independently valuable
472
- - Testable
473
- - Sized appropriately (1-5 days of work)
474
- </action>
475
-
476
- <template-output>user_stories</template-output>
477
- </step>
478
-
479
- <step n="7" goal="Review generated stories">
480
- <ask>Review the generated user stories. Want to refine any? (y/n)</ask>
481
- <check if="yes">
482
- <goto step="6">Regenerate with feedback</goto>
483
- </check>
484
- </step>
485
- ```
486
-
487
- #### Decision Framework
488
-
489
- **Choose Intent-Based when**:
490
-
491
- - ✅ User knowledge/skill level varies
492
- - ✅ Context matters (one-size-fits-all won't work)
493
- - ✅ Discovery and exploration are important
494
- - ✅ Quality of input matters more than consistency
495
- - ✅ Teaching/education is part of the goal
496
- - ✅ Iteration and refinement expected
497
-
498
- **Choose Prescriptive when**:
499
-
500
- - ✅ Options are finite and well-defined
501
- - ✅ Consistency across users is critical
502
- - ✅ Compliance or standards matter
503
- - ✅ Simple data collection
504
- - ✅ Users just need to make a choice and move on
505
- - ✅ Speed matters more than depth
506
-
507
- **Choose High Interactivity when**:
508
-
509
- - ✅ User expertise is essential
510
- - ✅ Creative collaboration needed
511
- - ✅ Decisions have major implications
512
- - ✅ Learning and understanding matter
513
- - ✅ Iteration is expected
514
-
515
- **Choose Low Interactivity when**:
516
-
517
- - ✅ Process is well-defined and repeatable
518
- - ✅ AI can work autonomously with clear guidelines
519
- - ✅ User time is constrained
520
- - ✅ Batch processing or automation desired
521
- - ✅ Review-and-refine model works
522
-
523
- #### Implementation Guidelines
524
-
525
- **For Intent-Based Workflows**:
526
-
527
- 1. **Use `<action>` tags with guiding instructions**
528
-
529
- ```xml
530
- <action>Facilitate discovery of {{topic}}:
531
-
532
- Ask open-ended questions to explore:
533
- - {{aspect_1}}
534
- - {{aspect_2}}
535
-
536
- Listen for clues about {{patterns_to_notice}}.
537
-
538
- Adapt your approach based on their {{context_factor}}.
539
- </action>
540
- ```
541
-
542
- 2. **Provide principles, not scripts**
543
-
544
- ```xml
545
- <!-- ✅ Good: Principles -->
546
- <action>Help user articulate their unique value proposition.
547
- Focus on what makes them different, not just what they do.
548
- If they struggle, offer examples from analogous domains.</action>
549
-
550
- <!-- ❌ Avoid: Prescriptive script -->
551
- <ask>What makes your product unique? Provide 2-3 bullet points.</ask>
552
- ```
553
-
554
- 3. **Guide with context and rationale**
555
-
556
- ```xml
557
- <action>Now that we understand their {{context_from_previous}},
558
- explore how {{current_topic}} connects to their vision.
559
-
560
- This matters because {{reason_it_matters}}.
561
-
562
- If they seem uncertain about {{potential_challenge}}, help them think through {{approach}}.
563
- </action>
564
- ```
565
-
566
- **For Prescriptive Workflows**:
567
-
568
- 1. **Use `<ask>` tags with specific questions**
569
-
570
- ```xml
571
- <ask>Select your preferred database:
572
- 1. PostgreSQL
573
- 2. MySQL
574
- 3. MongoDB
575
- 4. SQLite
576
-
577
- Enter number (1-4):</ask>
578
- ```
579
-
580
- 2. **Provide clear options and formats**
581
-
582
- ```xml
583
- <ask>Enable user authentication? (yes/no)</ask>
584
- <ask>Enter project name (lowercase, no spaces):</ask>
585
- ```
586
-
587
- 3. **Keep it crisp and clear**
588
-
589
- ```xml
590
- <!-- ✅ Good: Clear and direct -->
591
- <ask>Target platform? (web/mobile/desktop)</ask>
592
-
593
- <!-- ❌ Avoid: Over-explaining -->
594
- <ask>We need to know what platform you're building for. This will affect
595
- the technology stack recommendations. Please choose: web, mobile, or desktop.</ask>
596
- ```
597
-
598
- #### Mixing Styles Within a Workflow
599
-
600
- **Pattern: Intent-based discovery → Prescriptive capture → Intent-based refinement**
601
-
602
- ```xml
603
- <step n="1" goal="Explore user needs">
604
- <!-- Intent-based discovery -->
605
- <action>Engage in open conversation to understand user needs deeply...</action>
606
- </step>
607
-
608
- <step n="2" goal="Capture key metrics">
609
- <!-- Prescriptive data collection -->
610
- <ask>Expected daily active users? (number)</ask>
611
- <ask>Data sensitivity level? (public/internal/sensitive/highly-sensitive)</ask>
612
- </step>
613
-
614
- <step n="3" goal="Design solution approach">
615
- <!-- Intent-based design -->
616
- <action>Collaborate on solution design, using the metrics from step 2 to inform scale and security decisions...</action>
617
- </step>
618
- ```
619
-
620
- **Pattern: Prescriptive setup → Intent-based execution**
621
-
622
- ```xml
623
- <step n="1" goal="Quick setup">
624
- <!-- Prescriptive configuration -->
625
- <ask>Project type? (web-app/api/cli/library)</ask>
626
- <ask>Language? (typescript/python/go/rust)</ask>
627
- </step>
628
-
629
- <step n="2" goal="Detailed design">
630
- <!-- Intent-based design -->
631
- <action>Now that we know it's a {{project_type}} in {{language}},
632
- let's explore the architecture in detail.
633
-
634
- Guide them through design decisions appropriate for a {{project_type}}...
635
- </action>
636
- </step>
637
- ```
638
-
639
- ### Basic Structure
640
-
641
- ```markdown
642
- # instructions.md
643
-
644
- <critical>The workflow execution engine is governed by: {project_root}/{bmad_folder}/core/tasks/workflow.xml</critical>
645
- <critical>You MUST have already loaded and processed: workflow.yaml</critical>
646
-
647
- <workflow>
648
-
649
- <step n="1" goal="Clear goal statement">
650
- Instructions for this step.
651
- <template-output>variable_name</template-output>
652
- </step>
653
-
654
- <step n="2" goal="Next goal" optional="true">
655
- Optional step instructions.
656
- <template-output>another_variable</template-output>
657
- </step>
658
-
659
- </workflow>
660
- ```
661
-
662
- ### Step Attributes
663
-
664
- - `n="X"` - Step number (required)
665
- - `goal="..."` - What the step accomplishes (required)
666
- - `optional="true"` - User can skip
667
- - `repeat="3"` - Repeat N times
668
- - `if="condition"` - Conditional execution
669
-
670
- ### Content Formats
671
-
672
- **Markdown Format** (human-friendly):
673
-
674
- ```xml
675
- <step n="1" goal="Define goals">
676
- Write 1-3 bullet points about project success:
677
- - User outcomes
678
- - Business value
679
- - Measurable results
680
-
681
- <template-output>goals</template-output>
682
- </step>
683
- ```
684
-
685
- **XML Format** (precise control):
686
-
687
- ```xml
688
- <step n="2" goal="Validate input">
689
- <action>Load validation criteria</action>
690
- <check if="validation fails">
691
- <goto step="1">Return to previous step</goto>
692
- </check>
693
- <template-output>validated_data</template-output>
694
- </step>
695
- ```
696
-
697
- ## Templates and Variables
698
-
699
- ### Variable Syntax
700
-
701
- ```markdown
702
- # template.md
703
-
704
- # {{project_name}} Document
705
-
706
- ## Section
707
-
708
- {{section_content}}
709
-
710
- _Generated on {{date}}_
711
- ```
712
-
713
- ### Variable Sources
714
-
715
- 1. **workflow.yaml** - Config values
716
- 2. **User input** - Runtime values
717
- 3. **Step outputs** - `<template-output>` tags
718
- 4. **System** - Date, paths, etc.
719
-
720
- ### Naming Convention
721
-
722
- - Use snake_case: `{{user_requirements}}`
723
- - Be descriptive: `{{primary_user_journey}}` not `{{puj}}`
724
-
725
- ## Flow Control
726
-
727
- ### Sub-Steps
728
-
729
- ```xml
730
- <step n="3" goal="Process items">
731
- <step n="3a" title="Gather data">
732
- <action>Collect information</action>
733
- </step>
734
-
735
- <step n="3b" title="Analyze">
736
- <action>Process collected data</action>
737
- <template-output>analysis</template-output>
738
- </step>
739
- </step>
740
- ```
741
-
742
- ### Repetition
743
-
744
- ```xml
745
- <!-- Fixed repetitions -->
746
- <step n="4" repeat="3">
747
- <action>Generate example {{iteration}}</action>
748
- </step>
749
-
750
- <!-- Conditional repetition -->
751
- <step n="5" repeat="until-approved">
752
- <action>Generate content</action>
753
- <ask>Satisfactory? (y/n)</ask>
754
- </step>
755
-
756
- <!-- For-each repetition -->
757
- <step n="6" repeat="for-each-epic">
758
- <action>Define epic {{epic_name}}</action>
759
- </step>
760
- ```
761
-
762
- ### Conditional Execution
763
-
764
- **Single Action (use `action if=""`):**
765
-
766
- ```xml
767
- <step n="6" goal="Load context">
768
- <action if="file exists">Load existing document</action>
769
- <action if="new project">Initialize from template</action>
770
- </step>
771
- ```
772
-
773
- **Multiple Actions (use `<check if="">...</check>`):**
774
-
775
- ```xml
776
- <step n="7" goal="Validate">
777
- <action>Check requirements</action>
778
- <check if="incomplete">
779
- <action>Log validation errors</action>
780
- <goto step="2">Return to gathering</goto>
781
- </check>
782
- <check if="complete">
783
- <action>Mark as validated</action>
784
- <continue>Proceed</continue>
785
- </check>
786
- </step>
787
- ```
788
-
789
- **When to use which:**
790
-
791
- - **`<action if="">`** - Single conditional action (cleaner, more concise)
792
- - **`<check if="">...</check>`** - Multiple items under same condition (explicit scope)
793
-
794
- **❌ CRITICAL ANTIPATTERN - DO NOT USE:**
795
-
796
- **Invalid self-closing check tags:**
797
-
798
- ```xml
799
- <!-- ❌ WRONG - Invalid XML structure -->
800
- <check>If condition met:</check>
801
- <action>Do something</action>
802
-
803
- <!-- ❌ WRONG - Ambiguous nesting -->
804
- <check>If validation fails:</check>
805
- <action>Log error</action>
806
- <goto step="1">Retry</goto>
807
- ```
808
-
809
- **Why this is wrong:**
810
-
811
- - Creates invalid XML structure (check tag doesn't wrap anything)
812
- - Ambiguous - unclear if actions are inside or outside the condition
813
- - Breaks formatter and parser logic
814
- - Not part of BMAD workflow spec
815
-
816
- **✅ CORRECT alternatives:**
817
-
818
- ```xml
819
- <!-- ✅ Single action - use inline if -->
820
- <action if="condition met">Do something</action>
821
-
822
- <!-- ✅ Multiple actions - use proper wrapper block -->
823
- <check if="validation fails">
824
- <action>Log error</action>
825
- <goto step="1">Retry</goto>
826
- </check>
827
- ```
828
-
829
- **Rule:** If you have only ONE conditional action, use `<action if="">`. If you have MULTIPLE conditional actions, use `<check if="">...</check>` wrapper with a closing tag.
830
-
831
- ### Loops
832
-
833
- ```xml
834
- <step n="8" goal="Refine">
835
- <loop max="5">
836
- <action>Generate solution</action>
837
- <check if="criteria met">
838
- <break>Exit loop</break>
839
- </check>
840
- </loop>
841
- </step>
842
- ```
843
-
844
- ### Common XML Tags
845
-
846
- **Execution:**
847
-
848
- - `<action>` - Required action
849
- - `<action if="condition">` - Single conditional action (inline)
850
- - `<check if="condition">...</check>` - Conditional block for multiple items (requires closing tag)
851
- - `<ask>` - User prompt
852
- - `<goto>` - Jump to step
853
- - `<invoke-workflow>` - Call another workflow
854
-
855
- **Output:**
856
-
857
- - `<template-output>` - Save checkpoint
858
- - `<critical>` - Important info
859
- - `<example>` - Show example
860
-
861
- ## Validation
862
-
863
- ### checklist.md Structure
864
-
865
- ```markdown
866
- # Validation Checklist
867
-
868
- ## Structure
869
-
870
- - [ ] All sections present
871
- - [ ] No placeholders remain
872
- - [ ] Proper formatting
873
-
874
- ## Content Quality
875
-
876
- - [ ] Clear and specific
877
- - [ ] Technically accurate
878
- - [ ] Consistent terminology
879
-
880
- ## Completeness
881
-
882
- - [ ] Ready for next phase
883
- - [ ] Dependencies documented
884
- - [ ] Action items defined
885
- ```
886
-
887
- ### Making Criteria Measurable
888
-
889
- ❌ `- [ ] Good documentation`
890
- ✅ `- [ ] Each function has JSDoc comments with parameters and return types`
891
-
892
- ## Examples
893
-
894
- ### Document Generation
895
-
896
- ```xml
897
- <workflow>
898
- <step n="1" goal="Gather context">
899
- Load existing documents and understand project scope.
900
- <template-output>context</template-output>
901
- </step>
902
-
903
- <step n="2" goal="Define requirements">
904
- Create functional and non-functional requirements.
905
- <template-output>requirements</template-output>
906
- </step>
907
-
908
- <step n="3" goal="Validate">
909
- Check requirements against goals.
910
- <template-output>validated_requirements</template-output>
911
- </step>
912
- </workflow>
913
- ```
914
-
915
- ### Action Workflow
916
-
917
- ```xml
918
- <workflow>
919
- <step n="1" goal="Analyze codebase">
920
- <action>Find all API endpoints</action>
921
- <action>Identify patterns</action>
922
- </step>
923
-
924
- <step n="2" goal="Refactor">
925
- <repeat for-each="endpoint">
926
- <action>Update to new pattern</action>
927
- </repeat>
928
- </step>
929
-
930
- <step n="3" goal="Verify">
931
- <action>Run tests</action>
932
- <check if="tests fail">
933
- <goto step="2">Fix issues</goto>
934
- </check>
935
- </step>
936
- </workflow>
937
- ```
938
-
939
- ### Meta-Workflow
940
-
941
- ```xml
942
- <workflow name="greenfield-app">
943
- <step n="1" goal="Discovery">
944
- <invoke-workflow>product-brief</invoke-workflow>
945
- <template-output>brief</template-output>
946
- </step>
947
-
948
- <step n="2" goal="Requirements">
949
- <invoke-workflow input="{{brief}}">prd</invoke-workflow>
950
- <template-output>prd</template-output>
951
- </step>
952
-
953
- <step n="3" goal="Architecture">
954
- <invoke-workflow input="{{prd}}">architecture</invoke-workflow>
955
- <template-output>architecture</template-output>
956
- </step>
957
- </workflow>
958
- ```
959
-
960
- ## Best Practices
961
-
962
- ### Design Principles
963
-
964
- 1. **Keep steps focused** - Single goal per step
965
- 2. **Limit scope** - 5-12 steps maximum
966
- 3. **Build progressively** - Start simple, add detail
967
- 4. **Checkpoint often** - Save after major workflow sections and ensure documents are being drafted from the start
968
- 5. **Make sections optional** - Let users skip when appropriate
969
-
970
- ### Instruction Guidelines
971
-
972
- 1. **Be specific** - "Write 1-2 paragraphs" not "Write about"
973
- 2. **Provide examples** - Show expected output format
974
- 3. **Set limits** - "3-5 items maximum"
975
- 4. **Explain why** - Context helps AI make better decisions
976
-
977
- ### Conditional Execution Best Practices
978
-
979
- **✅ DO:**
980
-
981
- - Use `<action if="">` for single conditional actions
982
- - Use `<check if="">...</check>` for blocks with multiple items
983
- - Always close `<check>` tags explicitly
984
- - Keep conditions simple and readable
985
-
986
- **❌ DON'T:**
987
-
988
- - Wrap single actions in `<check>` blocks (unnecessarily verbose)
989
- - Forget to close `<check>` tags
990
- - Nest too many levels (makes logic hard to follow)
991
-
992
- **Examples:**
993
-
994
- ```xml
995
- <!-- ✅ Good: Single action -->
996
- <action if="file exists">Load configuration</action>
997
-
998
- <!-- ❌ Avoid: Unnecessary wrapper for single action -->
999
- <check if="file exists">
1000
- <action>Load configuration</action>
1001
- </check>
1002
-
1003
- <!-- ✅ Good: Multiple actions in block -->
1004
- <check if="validation fails">
1005
- <action>Log error details</action>
1006
- <action>Notify user</action>
1007
- <goto step="1">Retry input</goto>
1008
- </check>
1009
- ```
1010
-
1011
- ### Common Pitfalls
1012
-
1013
- - **Missing critical headers** - Always include workflow engine references
1014
- - **Variables not replaced** - Ensure names match exactly
1015
- - **Too many steps** - Combine related actions
1016
- - **No checkpoints** - Add `<template-output>` tags
1017
- - **Vague instructions** - Be explicit about expectations
1018
- - **Unclosed check tags** - Always close `<check if="">...</check>` blocks
1019
- - **Wrong conditional pattern** - Use `<action if="">` for single items, `<check if="">` for blocks
1020
-
1021
- ## Document Sharding Support
1022
-
1023
- If your workflow loads large planning documents (PRDs, epics, architecture, etc.), implement sharding support for efficiency.
1024
-
1025
- ### What is Document Sharding?
1026
-
1027
- Document sharding splits large markdown files into smaller section-based files:
1028
-
1029
- - `PRD.md` (50k tokens) → `prd/epic-1.md`, `prd/epic-2.md`, etc.
1030
- - Enables selective loading (90%+ token savings)
1031
- - All BMM workflows support both whole and sharded documents
1032
-
1033
- ### When to Add Sharding Support
1034
-
1035
- **Add sharding support if your workflow:**
1036
-
1037
- - Loads planning documents (PRD, epics, architecture, UX specs)
1038
- - May be used in large multi-epic projects
1039
- - Processes documents that could exceed 20k tokens
1040
- - Would benefit from selective section loading
1041
-
1042
- **Skip sharding support if your workflow:**
1043
-
1044
- - Only generates small documents
1045
- - Doesn't load external documents
1046
- - Works with code files (not planning docs)
1047
-
1048
- ### Implementation Pattern
1049
-
1050
- #### 1. Add input_file_patterns to workflow.yaml
1051
-
1052
- ```yaml
1053
- # Smart input file references - handles both whole docs and sharded docs
1054
- # Priority: Whole document first, then sharded version
1055
- input_file_patterns:
1056
- prd:
1057
- whole: '{output_folder}/*prd*.md'
1058
- sharded: '{output_folder}/*prd*/index.md'
1059
-
1060
- epics:
1061
- whole: '{output_folder}/*epic*.md'
1062
- sharded_index: '{output_folder}/*epic*/index.md'
1063
- sharded_single: '{output_folder}/*epic*/epic-{{epic_num}}.md' # For selective load
1064
-
1065
- architecture:
1066
- whole: '{output_folder}/*architecture*.md'
1067
- sharded: '{output_folder}/*architecture*/index.md'
1068
-
1069
- document_project:
1070
- sharded: '{output_folder}/docs/index.md' # Brownfield always uses index
1071
- ```
1072
-
1073
- #### 2. Add Discovery Instructions to instructions.md
1074
-
1075
- Place early in instructions (after critical declarations, before workflow steps):
1076
-
1077
- ```markdown
1078
- ## 📚 Document Discovery
1079
-
1080
- This workflow requires: [list required documents]
1081
-
1082
- **Discovery Process** (execute for each document):
1083
-
1084
- 1. **Search for whole document first** - Use fuzzy file matching
1085
- 2. **Check for sharded version** - If whole document not found, look for `{doc-name}/index.md`
1086
- 3. **If sharded version found**:
1087
- - Read `index.md` to understand the document structure
1088
- - Read ALL section files listed in the index (or specific sections for selective load)
1089
- - Treat the combined content as if it were a single document
1090
- 4. **Brownfield projects**: The `document-project` workflow creates `{output_folder}/docs/index.md`
1091
-
1092
- **Priority**: If both whole and sharded versions exist, use the whole document.
1093
-
1094
- **Fuzzy matching**: Be flexible with document names - users may use variations.
1095
- ```
1096
-
1097
- #### 3. Choose Loading Strategy
1098
-
1099
- **Full Load Strategy** (most workflows):
1100
-
1101
- ```xml
1102
- <action>Search for document using fuzzy pattern: {output_folder}/*prd*.md</action>
1103
- <action>If not found, check for sharded version: {output_folder}/*prd*/index.md</action>
1104
- <action if="sharded found">Read index.md to understand structure</action>
1105
- <action if="sharded found">Read ALL section files listed in index</action>
1106
- <action if="sharded found">Combine content as single document</action>
1107
- ```
1108
-
1109
- **Selective Load Strategy** (advanced - for phase 4 type workflows):
1110
-
1111
- ```xml
1112
- <action>Determine section needed (e.g., epic_num from story key)</action>
1113
- <action>Check for sharded version: {output_folder}/*epics*/index.md</action>
1114
- <action if="sharded found">Read ONLY the specific section file: epics/epic-{{epic_num}}.md</action>
1115
- <action if="sharded found">Skip all other section files (efficiency optimization)</action>
1116
- <action if="whole document found">Load complete document and extract relevant section</action>
1117
- ```
1118
-
1119
- ### Pattern Examples
1120
-
1121
- **Example 1: Simple Full Load**
1122
-
1123
- ```yaml
1124
- # workflow.yaml
1125
- input_file_patterns:
1126
- requirements:
1127
- whole: '{output_folder}/*requirements*.md'
1128
- sharded: '{output_folder}/*requirements*/index.md'
1129
- ```
1130
-
1131
- ```markdown
1132
- <!-- instructions.md -->
1133
-
1134
- ## Document Discovery
1135
-
1136
- Load requirements document (whole or sharded).
1137
-
1138
- 1. Try whole: _requirements_.md
1139
- 2. If not found, try sharded: _requirements_/index.md
1140
- 3. If sharded: Read index + ALL section files
1141
- ```
1142
-
1143
- **Example 2: Selective Load with Epic Number**
1144
-
1145
- ```yaml
1146
- # workflow.yaml
1147
- input_file_patterns:
1148
- epics:
1149
- whole: '{output_folder}/*epic*.md'
1150
- sharded_single: '{output_folder}/*epic*/epic-{{epic_num}}.md'
1151
- ```
1152
-
1153
- ```xml
1154
- <!-- instructions.md step -->
1155
- <step n="2" goal="Load Epic Content">
1156
- <action>Extract epic number from story key (e.g., "3-2-feature" → epic_num = 3)</action>
1157
- <action>Check for sharded epics: {output_folder}/*epic*/index.md</action>
1158
- <action if="sharded found">Load ONLY epics/epic-{{epic_num}}.md (selective optimization)</action>
1159
- <action if="whole document found">Load full epics.md and extract Epic {{epic_num}}</action>
1160
- </step>
1161
- ```
1162
-
1163
- ### Testing Your Sharding Support
1164
-
1165
- 1. **Test with whole document**: Verify workflow works with single `document.md`
1166
- 2. **Test with sharded document**: Create sharded version and verify discovery
1167
- 3. **Test with both present**: Ensure whole document takes priority
1168
- 4. **Test selective loading**: Verify only needed sections are loaded (if applicable)
1169
-
1170
- ### Complete Reference
1171
-
1172
- **[→ Document Sharding Guide](../../../../docs/document-sharding-guide.md)** - Comprehensive guide with examples
1173
-
1174
- **BMM Examples**:
1175
-
1176
- - Full Load: `src/modules/bmm/workflows/2-plan-workflows/prd/`
1177
- - Selective Load: `src/modules/bmm/workflows/4-implementation/epic-tech-context/`
1178
-
1179
- ## Web Bundles
1180
-
1181
- Web bundles allow workflows to be deployed as self-contained packages for web environments.
1182
-
1183
- ### When to Use Web Bundles
1184
-
1185
- - Deploying workflows to web-based AI platforms
1186
- - Creating shareable workflow packages
1187
- - Ensuring workflow portability without dependencies
1188
- - Publishing workflows for public use
1189
-
1190
- ### Web Bundle Requirements
1191
-
1192
- 1. **Self-Contained**: No external dependencies
1193
- 2. **No Config Variables**: Cannot use `{config_source}` references
1194
- 3. **Complete File List**: Every referenced file must be listed
1195
- 4. **Relative Paths**: Use `{bmad_folder}/` root paths (no `{project-root}`)
1196
-
1197
- ### Creating a Web Bundle
1198
-
1199
- Add this section to your workflow.yaml ensuring critically all dependant files or workflows are listed:
1200
-
1201
- ```yaml
1202
- web_bundle:
1203
- name: 'workflow-name'
1204
- description: 'Workflow description'
1205
- author: 'Your Name'
1206
-
1207
- # Core files ({bmad_folder}/-relative paths)
1208
- instructions: '{bmad_folder}/module/workflows/workflow/instructions.md'
1209
- validation: '{bmad_folder}/module/workflows/workflow/checklist.md'
1210
- template: '{bmad_folder}/module/workflows/workflow/template.md'
1211
-
1212
- # Data files (no config_source allowed)
1213
- data_file: '{bmad_folder}/module/workflows/workflow/data.csv'
1214
-
1215
- # Complete file list - CRITICAL!
1216
- web_bundle_files:
1217
- - '{bmad_folder}/module/workflows/workflow/instructions.md'
1218
- - '{bmad_folder}/module/workflows/workflow/checklist.md'
1219
- - '{bmad_folder}/module/workflows/workflow/template.md'
1220
- - '{bmad_folder}/module/workflows/workflow/data.csv'
1221
- # Include ALL referenced files
1222
- ```
1223
-
1224
- ### Converting Existing Workflows
1225
-
1226
- 1. **Remove Config Dependencies**:
1227
- - Replace `{config_source}:variable` with hardcoded values
1228
- - Convert `{project-root}/{bmad_folder}/` to `{bmad_folder}/`
1229
-
1230
- 2. **Inventory All Files**:
1231
- - Scan instructions.md for file references
1232
- - Check template.md for includes
1233
- - List all data files
1234
-
1235
- 3. **Test Completeness**:
1236
- - Ensure no missing file references
1237
- - Verify all paths are relative to {bmad_folder}/
1238
-
1239
- ### Example: Complete Web Bundle
1240
-
1241
- ```yaml
1242
- web_bundle:
1243
- name: 'analyze-requirements'
1244
- description: 'Requirements analysis workflow'
1245
- author: 'BMad Team'
1246
-
1247
- instructions: '{bmad_folder}/bmm/workflows/analyze-requirements/instructions.md'
1248
- validation: '{bmad_folder}/bmm/workflows/analyze-requirements/checklist.md'
1249
- template: '{bmad_folder}/bmm/workflows/analyze-requirements/template.md'
1250
-
1251
- # Data files
1252
- techniques_data: '{bmad_folder}/bmm/workflows/analyze-requirements/techniques.csv'
1253
- patterns_data: '{bmad_folder}/bmm/workflows/analyze-requirements/patterns.json'
1254
-
1255
- # Sub-workflow reference
1256
- validation_workflow: '{bmad_folder}/bmm/workflows/validate-requirements/workflow.yaml'
1257
-
1258
- standalone: true
1259
-
1260
- web_bundle_files:
1261
- # Core workflow files
1262
- - '{bmad_folder}/bmm/workflows/analyze-requirements/instructions.md'
1263
- - '{bmad_folder}/bmm/workflows/analyze-requirements/checklist.md'
1264
- - '{bmad_folder}/bmm/workflows/analyze-requirements/template.md'
1265
-
1266
- # Data files
1267
- - '{bmad_folder}/bmm/workflows/analyze-requirements/techniques.csv'
1268
- - '{bmad_folder}/bmm/workflows/analyze-requirements/patterns.json'
1269
-
1270
- # Sub-workflow and its files
1271
- - '{bmad_folder}/bmm/workflows/validate-requirements/workflow.yaml'
1272
- - '{bmad_folder}/bmm/workflows/validate-requirements/instructions.md'
1273
- - '{bmad_folder}/bmm/workflows/validate-requirements/checklist.md'
1274
-
1275
- # Shared templates referenced in instructions
1276
- - '{bmad_folder}/bmm/templates/requirement-item.md'
1277
- - '{bmad_folder}/bmm/templates/validation-criteria.md'
1278
- ```
1279
-
1280
- ## Troubleshooting
1281
-
1282
- ### Variables Not Replaced
1283
-
1284
- - Check exact name match
1285
- - Verify `<template-output>` tag present
1286
- - Ensure step generates the variable
1287
-
1288
- ### Validation Fails
1289
-
1290
- - Review checklist specificity
1291
- - Check for impossible requirements
1292
- - Verify checklist matches template
1293
-
1294
- ### Workflow Too Long
1295
-
1296
- - Combine related steps
1297
- - Make sections optional
1298
- - Create multiple focused workflows with a parent orchestration
1299
- - Reduce elicitation points
1300
-
1301
- ---
1302
-
1303
- _For implementation details, see:_
1304
-
1305
- - `/src/core/tasks/workflow.xml` - Execution engine
1306
- - `/{bmad_folder}/bmm/workflows/` - Production examples