bmad-odoo 1.0.0

package/bmm/workflows/2-plan-workflows/prd/steps/step-07-project-type.md

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+---
+name: 'step-07-project-type'
+description: 'Conduct project-type specific discovery using CSV-driven guidance'
+
+# Path Definitions
+workflow_path: '{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd'
+
+# File References
+thisStepFile: '{workflow_path}/steps/step-07-project-type.md'
+nextStepFile: '{workflow_path}/steps/step-08-scoping.md'
+workflowFile: '{workflow_path}/workflow.md'
+outputFile: '{planning_artifacts}/prd.md'
+
+# Data Files
+projectTypesCSV: '{workflow_path}/project-types.csv'
+
+# Task References
+advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
+partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
+---
+
+# Step 7: Project-Type Deep Dive
+
+**Progress: Step 7 of 11** - Next: Scoping
+
+## MANDATORY EXECUTION RULES (READ FIRST):
+
+- 🛑 NEVER generate content without user input
+
+- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete decisions
+- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding
+- ✅ ALWAYS treat this as collaborative discovery between PM peers
+- 📋 YOU ARE A FACILITATOR, not a content generator
+- 💬 FOCUS on project-type specific requirements and technical considerations
+- 🎯 DATA-DRIVEN: Use CSV configuration to guide discovery
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Show your analysis before taking any action
+- ⚠️ Present A/P/C menu after generating project-type content
+- 💾 ONLY save when user chooses C (Continue)
+- 📖 Update frontmatter `stepsCompleted: [1, 2, 3, 4, 5, 6, 7]` 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 project-type insights
+- **P (Party Mode)**: Bring technical perspectives to explore project-specific requirements
+- **C (Continue)**: Save the content to the document and proceed to next step
+
+## PROTOCOL INTEGRATION:
+
+- When 'A' selected: Execute {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml
+- When 'P' selected: Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md
+- 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 previous steps are available
+- Project type from step-02 is available for configuration loading
+- Project-type CSV data will be loaded in this step
+- Focus on technical and functional requirements specific to this project type
+
+## YOUR TASK:
+
+Conduct project-type specific discovery using CSV-driven guidance to define technical requirements.
+
+## PROJECT-TYPE DISCOVERY SEQUENCE:
+
+### 1. Load Project-Type Configuration Data
+
+Load project-type specific configuration:
+
+- Load `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/project-types.csv` completely
+- Find the row where `project_type` matches detected type from step-02
+- Extract these columns:
+  - `key_questions` (semicolon-separated list of discovery questions)
+  - `required_sections` (semicolon-separated list of sections to document)
+  - `skip_sections` (semicolon-separated list of sections to skip)
+  - `innovation_signals` (already explored in step-6)
+
+### 2. Conduct Guided Discovery Using Key Questions
+
+Parse `key_questions` from CSV and explore each:
+
+#### Question-Based Discovery:
+
+For each question in `key_questions` from CSV:
+
+- Ask the user naturally in conversational style
+- Listen for their response and ask clarifying follow-ups
+- Connect answers to product value proposition
+
+**Example Flow:**
+If key_questions = "Endpoints needed?;Authentication method?;Data formats?;Rate limits?;Versioning?;SDK needed?"
+
+Ask naturally:
+
+- "What are the main endpoints your API needs to expose?"
+- "How will you handle authentication and authorization?"
+- "What data formats will you support for requests and responses?"
+
+### 3. Document Project-Type Specific Requirements
+
+Based on user answers to key_questions, synthesize comprehensive requirements:
+
+#### Requirement Categories:
+
+Cover the areas indicated by `required_sections` from CSV:
+
+- Synthesize what was discovered for each required section
+- Document specific requirements, constraints, and decisions
+- Connect to product differentiator when relevant
+
+#### Skip Irrelevant Sections:
+
+Skip areas indicated by `skip_sections` from CSV to avoid wasting time on irrelevant aspects.
+
+### 4. Generate Dynamic Content Sections
+
+Parse `required_sections` list from the matched CSV row. For each section name, generate corresponding content:
+
+#### Common CSV Section Mappings:
+
+- "endpoint_specs" or "endpoint_specification" → API endpoints documentation
+- "auth_model" or "authentication_model" → Authentication approach
+- "platform_reqs" or "platform_requirements" → Platform support needs
+- "device_permissions" or "device_features" → Device capabilities
+- "tenant_model" → Multi-tenancy approach
+- "rbac_matrix" or "permission_matrix" → Permission structure
+
+#### Template Variable Strategy:
+
+- For sections matching common template variables: generate specific content
+- For sections without template matches: include in main project_type_requirements
+- Hybrid approach balances template structure with CSV-driven flexibility
+
+### 5. Generate Project-Type Content
+
+Prepare the content to append to the document:
+
+#### Content Structure:
+
+When saving to document, append these Level 2 and Level 3 sections:
+
+```markdown
+## [Project Type] Specific Requirements
+
+### Project-Type Overview
+
+[Project type summary based on conversation]
+
+### Technical Architecture Considerations
+
+[Technical architecture requirements based on conversation]
+
+[Dynamic sections based on CSV and conversation]
+
+### Implementation Considerations
+
+[Implementation specific requirements based on conversation]
+```
+
+### 6. Present Content and Menu
+
+Show the generated project-type content and present choices:
+"I've documented the {project_type}-specific requirements for {{project_name}} based on our conversation and best practices for this type of product.
+
+**Here's what I'll add to the document:**
+
+[Show the complete markdown content from step 5]
+
+**What would you like to do?**
+[A] Advanced Elicitation - Let's dive deeper into these technical requirements
+[P] Party Mode - Bring technical expertise perspectives to validate requirements
+[C] Continue - Save this and move to Scoping (Step 8 of 11)"
+
+### 7. Handle Menu Selection
+
+#### If 'A' (Advanced Elicitation):
+
+- Execute {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml with the current project-type content
+- Process the enhanced technical insights that come back
+- Ask user: "Accept these improvements to the technical requirements? (y/n)"
+- If yes: Update 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 {project-root}/_bmad/core/workflows/party-mode/workflow.md with the current project-type requirements
+- Process the collaborative technical expertise and validation
+- Ask user: "Accept these changes to the technical requirements? (y/n)"
+- If yes: Update 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 `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/steps/step-08-scoping.md`
+
+## APPEND TO DOCUMENT:
+
+When user selects 'C', append the content directly to the document using the structure from step 5.
+
+## SUCCESS METRICS:
+
+✅ Project-type configuration loaded and used effectively
+✅ All key questions from CSV explored with user input
+✅ Required sections generated per CSV configuration
+✅ Skip sections properly avoided to save time
+✅ Technical requirements connected to product value
+✅ A/P/C menu presented and handled correctly
+✅ Content properly appended to document when C selected
+
+## FAILURE MODES:
+
+❌ Not loading or using project-type CSV configuration
+❌ Missing key questions from CSV in discovery process
+❌ Not generating required sections per CSV configuration
+❌ Documenting sections that should be skipped per CSV
+❌ Creating generic content without project-type specificity
+❌ Not presenting A/P/C menu after content generation
+❌ Appending content 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
+❌ **CRITICAL**: Making decisions without complete understanding of step requirements and protocols
+
+## PROJECT-TYPE EXAMPLES:
+
+**For api_backend:**
+
+- Focus on endpoints, authentication, data schemas, rate limiting
+- Skip visual design and user journey sections
+- Generate API specification documentation
+
+**For mobile_app:**
+
+- Focus on platform requirements, device permissions, offline mode
+- Skip API endpoint documentation unless needed
+- Generate mobile-specific technical requirements
+
+**For saas_b2b:**
+
+- Focus on multi-tenancy, permissions, integrations
+- Skip mobile-first considerations unless relevant
+- Generate enterprise-specific requirements
+
+## NEXT STEP:
+
+After user selects 'C' and content is saved to document, load `{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd/steps/step-08-scoping.md` to define project scope.
+
+Remember: Do NOT proceed to step-08 (Scoping) until user explicitly selects 'C' from the A/P/C menu and content is saved!

package/bmm/workflows/2-plan-workflows/prd/steps/step-08-scoping.md

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+---
+name: 'step-08-scoping'
+description: 'Define MVP boundaries and prioritize features across development phases'
+
+# Path Definitions
+workflow_path: '{project-root}/_bmad/bmm/workflows/2-plan-workflows/prd'
+
+# File References
+thisStepFile: '{workflow_path}/steps/step-08-scoping.md'
+nextStepFile: '{workflow_path}/steps/step-09-functional.md'
+workflowFile: '{workflow_path}/workflow.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 8: Scoping Exercise - MVP & Future Features
+
+**Progress: Step 8 of 11** - Next: Functional Requirements
+
+## MANDATORY EXECUTION RULES (READ FIRST):
+
+- 🛑 NEVER generate content without user input
+
+- 📖 CRITICAL: ALWAYS read the complete step file before taking any action - partial understanding leads to incomplete decisions
+- 🔄 CRITICAL: When loading next step with 'C', ensure the entire file is read and understood before proceeding
+- ✅ ALWAYS treat this as collaborative discovery between PM peers
+- 📋 YOU ARE A FACILITATOR, not a content generator
+- 💬 FOCUS on strategic scope decisions that keep projects viable
+- 🎯 EMPHASIZE lean MVP thinking while preserving long-term vision
+- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
+
+## EXECUTION PROTOCOLS:
+
+- 🎯 Show your analysis before taking any action
+- 📚 Review the complete PRD document built so far
+- ⚠️ Present A/P/C menu after generating scoping decisions
+- 💾 ONLY save when user chooses C (Continue)
+- 📖 Update frontmatter `stepsCompleted: [1, 2, 3, 4, 5, 6, 7, 8]` 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 explore innovative scoping approaches
+- **P (Party Mode)**: Bring multiple perspectives to ensure comprehensive scope decisions
+- **C (Continue)**: Save the scoping decisions and proceed to functional requirements
+
+## PROTOCOL INTEGRATION:
+
+- When 'A' selected: Execute {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml
+- When 'P' selected: Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md
+- PROTOCOLS always return to display this step's A/P/C menu after the A or P have completed
+- User accepts/rejects protocol changes before proceeding
+
+## CONTEXT BOUNDARIES:
+
+- Complete PRD document built so far is available for review
+- User journeys, success criteria, and domain requirements are documented
+- Focus on strategic scope decisions, not feature details
+- Balance between user value and implementation feasibility
+
+## YOUR TASK:
+
+Conduct comprehensive scoping exercise to define MVP boundaries and prioritize features across development phases.
+
+## SCOPING SEQUENCE:
+
+### 1. Review Current PRD State
+
+Analyze everything documented so far:
+"I've reviewed your complete PRD so far. Here's what we've established:
+
+**Product Vision & Success:**
+{{summary_of_vision_and_success_criteria}}
+
+**User Journeys:** {{number_of_journeys}} mapped with rich narratives
+
+**Domain & Innovation Focus:**
+{{summary_of_domain_requirements_and_innovation}}
+
+**Current Scope Implications:**
+Based on everything we've documented, this looks like it could be:
+
+- [ ] Simple MVP (small team, lean scope)
+- [ ] Medium scope (moderate team, balanced features)
+- [ ] Complex project (large team, comprehensive scope)
+
+Does this initial assessment feel right, or do you see this differently?"
+
+### 2. Define MVP Strategy
+
+Facilitate strategic MVP decisions:
+
+"Let's think strategically about your launch strategy:
+
+**MVP Philosophy Options:**
+
+1. **Problem-Solving MVP**: Solve the core problem with minimal features
+2. **Experience MVP**: Deliver the key user experience with basic functionality
+3. **Platform MVP**: Build the foundation for future expansion
+4. **Revenue MVP**: Generate early revenue with essential features
+
+**Critical Questions:**
+
+- What's the minimum that would make users say 'this is useful'?
+- What would make investors/partners say 'this has potential'?
+- What's the fastest path to validated learning?
+
+**Which MVP approach feels right for {{project_name}}?**"
+
+### 3. Scoping Decision Framework
+
+Use structured decision-making for scope:
+
+**Must-Have Analysis:**
+"Let's identify absolute MVP necessities. For each journey and success criterion, ask:
+
+- **Without this, does the product fail?** (Y/N)
+- **Can this be manual initially?** (Y/N)
+- **Is this a deal-breaker for early adopters?** (Y/N)
+
+**Current Document Review:**
+Looking at your user journeys, what are the absolute core experiences that must work?
+
+{{analyze_journeys_for_mvp_essentials}}"
+
+**Nice-to-Have Analysis:**
+"Let's also identify what could be added later:
+
+**Post-MVP Enhancements:**
+
+- Features that enhance but aren't essential
+- User types that can be added later
+- Advanced functionality that builds on MVP
+
+**What features could we add in versions 2, 3, etc.?**"
+
+### 4. Progressive Feature Roadmap
+
+Create phased development approach:
+
+"Let's map your features across development phases:
+
+**Phase 1: MVP**
+
+- Core user value delivery
+- Essential user journeys
+- Basic functionality that works reliably
+
+**Phase 2: Growth**
+
+- Additional user types
+- Enhanced features
+- Scale improvements
+
+**Phase 3: Expansion**
+
+- Advanced capabilities
+- Platform features
+- New markets or use cases
+
+**Where does your current vision fit in this development sequence?**"
+
+### 5. Risk-Based Scoping
+
+Identify and mitigate scoping risks:
+
+**Technical Risks:**
+"Looking at your innovation and domain requirements:
+
+- What's the most technically challenging aspect?
+- Could we simplify the initial implementation?
+- What's the riskiest assumption about technology feasibility?"
+
+**Market Risks:**
+
+- What's the biggest market risk?
+- How does the MVP address this?
+- What learning do we need to de-risk this?"
+
+**Resource Risks:**
+
+- What if we have fewer resources than planned?
+- What's the absolute minimum team size needed?
+- Can we launch with a smaller feature set?"
+
+### 6. Generate Scoping Content
+
+Prepare comprehensive scoping section:
+
+#### Content Structure:
+
+```markdown
+## Project Scoping & Phased Development
+
+### MVP Strategy & Philosophy
+
+**MVP Approach:** {{chosen_mvp_approach}}
+**Resource Requirements:** {{mvp_team_size_and_skills}}
+
+### MVP Feature Set (Phase 1)
+
+**Core User Journeys Supported:**
+{{essential_journeys_for_mvp}}
+
+**Must-Have Capabilities:**
+{{list_of_essential_mvp_features}}
+
+### Post-MVP Features
+
+**Phase 2 (Post-MVP):**
+{{planned_growth_features}}
+
+**Phase 3 (Expansion):**
+{{planned_expansion_features}}
+
+### Risk Mitigation Strategy
+
+**Technical Risks:** {{mitigation_approach}}
+**Market Risks:** {{validation_approach}}
+**Resource Risks:** {{contingency_approach}}
+```
+
+### 7. Present Content and Menu
+
+Show the scoping decisions and present choices:
+
+"I've analyzed your complete PRD and created a strategic scoping plan for {{project_name}}.
+
+**Here's what I'll add to the document:**
+
+[Show the complete markdown content from step 6]
+
+**What would you like to do?**
+[A] Advanced Elicitation - Explore alternative scoping strategies
+[P] Party Mode - Bring different perspectives on MVP and roadmap decisions
+[C] Continue - Save scoping decisions and move to Functional Requirements (Step 9 of 11)"
+
+### 8. Handle Menu Selection
+
+#### If 'A' (Advanced Elicitation):
+
+- Execute {project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml with current scoping analysis
+- Process enhanced scoping insights that come back
+- Ask user: "Accept these improvements to the scoping decisions? (y/n)"
+- If yes: Update content, then return to A/P/C menu
+- If no: Keep original content, then return to A/P/C menu
+
+#### If 'P' (Party Mode):
+
+- Execute {project-root}/_bmad/core/workflows/party-mode/workflow.md with scoping context
+- Process collaborative insights on MVP and roadmap decisions
+- Ask user: "Accept these changes to the scoping decisions? (y/n)"
+- If yes: Update content, 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 `./step-09-functional.md`
+
+## APPEND TO DOCUMENT:
+
+When user selects 'C', append the content directly to the document using the structure from step 6.
+
+## SUCCESS METRICS:
+
+✅ Complete PRD document analyzed for scope implications
+✅ Strategic MVP approach defined and justified
+✅ Clear MVP feature boundaries established
+✅ Phased development roadmap created
+✅ Key risks identified and mitigation strategies defined
+✅ User explicitly agrees to scope decisions
+✅ A/P/C menu presented and handled correctly
+✅ Content properly appended to document when C selected
+
+## FAILURE MODES:
+
+❌ Not analyzing the complete PRD before making scoping decisions
+❌ Making scope decisions without strategic rationale
+❌ Not getting explicit user agreement on MVP boundaries
+❌ Missing critical risk analysis
+❌ Not creating clear phased development approach
+❌ Not presenting A/P/C menu after content generation
+
+❌ **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
+
+## NEXT STEP:
+
+After user selects 'C' and content is saved to document, load `./step-09-functional.md`.
+
+Remember: Do NOT proceed to step-09 until user explicitly selects 'C' from the A/P/C menu and content is saved!