bmad-odoo 1.0.0

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

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+---
+name: 'step-02-discovery'
+description: 'Conduct project and domain discovery with data-driven classification'
+
+# Path Definitions
+workflow_path: '{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd'
+
+# File References
+thisStepFile: '{workflow_path}/steps/step-02-discovery.md'
+nextStepFile: '{workflow_path}/steps/step-03-success.md'
+workflowFile: '{workflow_path}/workflow.md'
+outputFile: '{planning_artifacts}/prd.md'
+
+# Data Files
+projectTypesCSV: '{workflow_path}/project-types.csv'
+domainComplexityCSV: '{workflow_path}/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 & Domain Discovery
+
+**Progress: Step 2 of 11** - Next: Success Criteria Definition
+
+## STEP GOAL:
+
+Conduct comprehensive project discovery that leverages existing input documents while allowing user refinement, with data-driven classification, and generate the Executive Summary content.
+
+## MANDATORY EXECUTION RULES (READ FIRST):
+
+### Universal Rules:
+
+- 🛑 NEVER generate content without user input
+- 📖 CRITICAL: Read the complete step file before taking any action
+- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
+- 📋 YOU ARE A FACILITATOR, not a content generator
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+### Role Reinforcement:
+
+- ✅ You are a 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 project classification and vision alignment only
+- 🚫 FORBIDDEN to generate content without real user input
+- 💬 APPROACH: Adapt questions based on document context (brownfield vs greenfield)
+- 🎯 LOAD classification data BEFORE starting discovery conversation
+
+## 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 frontmatter `stepsCompleted: [1, 2]` before loading next step
+- 🚫 FORBIDDEN to load next step until C is selected
+
+## COLLABORATION MENUS (A/P/C):
+
+This step will generate content and present choices:
+
+- **A (Advanced Elicitation)**: Use discovery protocols to develop deeper insights about the generated content
+- **P (Party Mode)**: Bring multiple perspectives to discuss and improve the generated content
+- **C (Continue)**: Append and save the content to the `{outputFile}` and proceed to next step
+
+## PROTOCOL INTEGRATION:
+
+- When 'A' selected: Execute {advancedElicitationTask}
+- When 'P' selected: Execute {partyModeWorkflow}
+- PROTOCOLS always return to this step's A/P/C menu
+- User accepts/rejects protocol changes before proceeding
+
+## 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
+- This will be the first content section appended to the document
+
+## Sequence of Instructions (Do not deviate, skip, or optimize)
+
+### 1. Read Document State from Frontmatter
+
+**CRITICAL FIRST ACTION:** Read the frontmatter from `{outputFile}` to get document counts.
+
+```
+Read documentCounts from prd.md frontmatter:
+- briefCount = documentCounts.briefs
+- researchCount = documentCounts.research
+- brainstormingCount = documentCounts.brainstorming
+- projectDocsCount = documentCounts.projectDocs
+```
+
+**ANNOUNCE your understanding:**
+
+"From step 1, I have loaded:
+
+- Product briefs: {{briefCount}} files
+- Research: {{researchCount}} files
+- Brainstorming: {{brainstormingCount}} files
+- Project docs: {{projectDocsCount}} files
+
+{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
+
+Load and prepare CSV data for intelligent classification:
+
+- Load `{projectTypesCSV}` completely
+- Load `{domainComplexityCSV}` completely
+- Parse column structures and store in memory for this step only
+
+### 3. Begin Discovery Conversation
+
+**SELECT EXACTLY ONE DISCOVERY PATH based on document state:**
+
+---
+
+#### PATH A: Has Product Brief (briefCount > 0)
+
+**Use this path when:** `briefCount > 0`
+
+"As your PM peer, I've reviewed your product brief and have a great starting point for our discovery. Let me share what I understand and you can refine or correct as needed.
+
+**Based on your product brief:**
+
+**What you're building:**
+{{extracted_vision_from_brief}}
+
+**Problem it solves:**
+{{extracted_problem_from_brief}}
+
+**Target users:**
+{{extracted_users_from_brief}}
+
+**What makes it special:**
+{{extracted_differentiator_from_brief}}
+
+{if projectDocsCount > 0}I also see you have existing project documentation. This PRD will define how new features integrate with your existing system architecture.{/if}
+
+**How does this align with your vision?** Should we refine any of these points or are there important aspects I'm missing?"
+
+**AFTER this message, SKIP to Section 4.**
+
+---
+
+#### PATH B: No Brief but Has Project Docs - Brownfield (briefCount == 0 AND projectDocsCount > 0)
+
+**Use this path when:** `briefCount == 0 AND projectDocsCount > 0`
+
+**NOTE:** Extract the following from loaded project documentation (index.md, architecture.md, project-overview.md, etc.):
+
+"As your PM peer, I've reviewed your existing project documentation from document-project.
+
+**Your existing system includes:**
+
+- **Tech Stack:** {analyze index.md and architecture.md for technologies used}
+- **Architecture:** {summarize architecture patterns from architecture.md}
+- **Key Components:** {list main components from source-tree-analysis.md or project-overview.md}
+
+This PRD will define **new features or changes** to add to this existing codebase.
+
+**Tell me about what you want to add or change:**
+
+- What new capability or feature do you want to build?
+- What problem will this solve for your users?
+- How should it integrate with the existing system?
+- Is this adding new functionality, improving existing features, or fixing issues?
+
+I'll help you create a PRD focused on these additions while respecting your existing patterns and architecture."
+
+**AFTER this message, SKIP to Section 4.**
+
+---
+
+#### PATH C: No Documents - Greenfield (briefCount == 0 AND projectDocsCount == 0)
+
+**Use this path when:** `briefCount == 0 AND projectDocsCount == 0`
+
+"As your PM peer, I'm excited to help you shape {{project_name}}. Let me start by understanding what you want to build.
+
+**Tell me about what you want to create:**
+
+- What problem does it solve?
+- Who are you building this for?
+- What excites you most about this product?
+
+I'll be listening for signals to help us classify the project and domain so we can ask the right questions throughout our process."
+
+**AFTER this message, continue to Section 4.**
+
+---
+
+### 4. Listen for Classification Signals
+
+As the user describes their product/feature, listen for and match against:
+
+#### Project Type Signals
+
+Compare user description against `detection_signals` from `project-types.csv`:
+
+- Look for keyword matches from semicolon-separated signals
+- Examples: "API,REST,GraphQL" → api_backend
+- Examples: "iOS,Android,app,mobile" → mobile_app
+- Store the best matching `project_type`
+
+#### Domain Signals
+
+Compare user description against `signals` from `domain-complexity.csv`:
+
+- Look for domain keyword matches
+- Examples: "medical,diagnostic,clinical" → healthcare
+- Examples: "payment,banking,trading" → fintech
+- Store the matched `domain` and `complexity_level`
+
+### 5. Present Classification for Validation
+
+**SELECT EXACTLY ONE CLASSIFICATION PRESENTATION based on document state:**
+
+---
+
+#### IF PATH A was used (briefCount > 0):
+
+"Based on your product brief and our discussion, I'm classifying this as:
+
+- **Project Type:** {project_type_from_brief_or_conversation}
+- **Domain:** {domain_from_brief_or_conversation}
+- **Complexity:** {complexity_from_brief_or_conversation}
+
+From your brief, I detected these classification signals:
+{{classification_signals_from_brief}}
+
+{if projectDocsCount > 0}Your existing project documentation also indicates:
+
+- **Existing Tech Stack:** {from architecture.md or index.md}
+- **Architecture Pattern:** {from architecture.md}
+
+I'll ensure the new features align with your existing system.{/if}
+
+Combined with our conversation, this suggests the above classification. Does this sound right?"
+
+---
+
+#### IF PATH B was used (briefCount == 0 AND projectDocsCount > 0):
+
+"Based on your existing project documentation and our discussion about new features:
+
+- **Existing Project Type:** {detected from project docs - e.g., web_app, api_backend}
+- **Tech Stack:** {from architecture.md or index.md}
+- **New Feature Type:** {from user's description of what they want to add}
+- **Domain:** {detected_domain}
+- **Complexity:** {complexity_level}
+
+I'll ensure the PRD aligns with your existing architecture patterns. Does this classification sound right?"
+
+---
+
+#### IF PATH C was used (briefCount == 0 AND projectDocsCount == 0):
+
+"Based on our conversation, I'm hearing this as:
+
+- **Project Type:** {detected_project_type}
+- **Domain:** {detected_domain}
+- **Complexity:** {complexity_level}
+
+Does this sound right to you? I want to make sure we're on the same page before diving deeper."
+
+---
+
+### 6. Identify What Makes It Special
+
+**SELECT EXACTLY ONE DIFFERENTIATOR DISCOVERY based on document state:**
+
+---
+
+#### IF PATH A was used (briefCount > 0):
+
+"From your product brief, I understand that what makes this special is:
+{{extracted_differentiator_from_brief}}
+
+Let's explore this deeper:
+
+- **Refinement needed:** Does this capture the essence correctly, or should we adjust it?
+- **Missing aspects:** Are there other differentiators that aren't captured in your brief?
+- **Evolution:** How has your thinking on this evolved since you wrote the brief?"
+
+---
+
+#### IF PATH B was used (briefCount == 0 AND projectDocsCount > 0):
+
+"Your existing system already provides certain capabilities. Now let's define what makes these **new additions** special:
+
+- What gap in your current system will this fill?
+- How will this improve the experience for your existing users?
+- What's the key insight that led you to prioritize this addition?
+- What would make users say 'finally, this is what we needed'?"
+
+---
+
+#### IF PATH C was used (briefCount == 0 AND projectDocsCount == 0):
+
+Ask focused questions to capture the product's unique value:
+
+- "What would make users say 'this is exactly what I needed'?"
+- "What's the moment where users realize this is different/better?"
+- "What assumption about [problem space] are you challenging?"
+- "If this succeeds wildly, what changed for your users?"
+
+---
+
+### 7. Generate Executive Summary Content
+
+Based on the conversation, prepare the content to append to the document:
+
+#### Content Structure:
+
+```markdown
+## Executive Summary
+
+{vision_alignment_content}
+
+### What Makes This Special
+
+{product_differentiator_content}
+
+## Project Classification
+
+**Technical Type:** {project_type}
+**Domain:** {domain}
+**Complexity:** {complexity_level}
+{if projectDocsCount > 0}**Project Context:** Brownfield - extending existing system{else}**Project Context:** Greenfield - new project{/if}
+
+{project_classification_content}
+```
+
+### 8. Present Content and Menu
+
+Show the generated content to the user and present:
+
+"I've drafted our Executive Summary based on our conversation. This will be the first section of your PRD.
+
+**Here's what I'll add to the document:**
+
+[Show the complete markdown content from step 7]
+
+**Select an Option:**
+[A] Advanced Elicitation - Let's dive deeper and refine this content
+[P] Party Mode - Bring in different perspectives to improve this
+[C] Continue - Save this and move to Success Criteria Definition (Step 3 of 11)"
+
+### 9. Handle Menu Selection
+
+#### IF A (Advanced Elicitation):
+
+- Execute {advancedElicitationTask} with the current content
+- Process the enhanced content that comes back
+- Ask user: "Accept these changes to the Executive Summary? (y/n)"
+- If yes: Update the content with improvements, then return to A/P/C menu
+- If no: Keep original content, then return to A/P/C menu
+
+#### IF P (Party Mode):
+
+- Execute {partyModeWorkflow} with the current content
+- Process the collaborative improvements that come back
+- Ask user: "Accept these changes to the Executive Summary? (y/n)"
+- If yes: Update the content with improvements, then return to A/P/C menu
+- If no: Keep original content, then return to A/P/C menu
+
+#### IF C (Continue):
+
+- Append the final content to `{outputFile}`
+- Update frontmatter: add this step name to the end of the steps completed array
+- Load `{nextStepFile}`
+
+## CRITICAL STEP COMPLETION NOTE
+
+ONLY WHEN [C continue option] is selected and [executive summary content finalized and saved to document with frontmatter updated], will you then load and read fully `{nextStepFile}` to execute and begin success criteria definition.
+
+---
+
+## 🚨 SYSTEM SUCCESS/FAILURE METRICS
+
+### ✅ SUCCESS:
+
+- Document counts read from frontmatter and announced
+- Classification data loaded and used effectively
+- **Correct discovery path selected based on document counts**
+- Input documents analyzed and leveraged for head start
+- User classifications validated and confirmed
+- Product differentiator clearly identified and refined
+- Executive summary content generated collaboratively with document context
+- A/P/C menu presented and handled correctly
+- Content properly appended to document when C selected
+- Frontmatter updated with stepsCompleted: [1, 2]
+
+### ❌ SYSTEM FAILURE:
+
+- **Not reading documentCounts from frontmatter first**
+- **Executing multiple discovery paths instead of exactly one**
+- Skipping classification data loading and guessing classifications
+- Not leveraging existing input documents to accelerate discovery
+- Not validating classifications with user before proceeding
+- Generating executive summary without real user input
+- Missing the "what makes it special" discovery and refinement
+- Not presenting A/P/C menu after content generation
+- Appending content without user selecting 'C'
+
+**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.
+
+## COMPLEXITY HANDLING:
+
+If `complexity_level = "high"`:
+
+- Note the `suggested_workflow` and `web_searches` from domain CSV
+- Consider mentioning domain research needs in classification section
+- Document complexity implications in project classification