convoke-agents 2.3.1 → 3.0.0

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Files changed (89) hide show
  1. package/CHANGELOG.md +35 -0
  2. package/INSTALLATION.md +109 -86
  3. package/README.md +236 -104
  4. package/UPDATE-GUIDE.md +63 -23
  5. package/_bmad/bme/_enhance/config.yaml +8 -0
  6. package/_bmad/bme/_enhance/extensions/bmm-pm.yaml +9 -0
  7. package/_bmad/bme/_enhance/guides/.gitkeep +0 -0
  8. package/_bmad/bme/_enhance/guides/ENHANCE-GUIDE.md +252 -0
  9. package/_bmad/bme/_enhance/workflows/initiatives-backlog/SKILL.md +6 -0
  10. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-c/.gitkeep +0 -0
  11. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-c/step-c-01-init.md +106 -0
  12. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-c/step-c-02-gather.md +136 -0
  13. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-c/step-c-03-score.md +146 -0
  14. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-c/step-c-04-prioritize.md +181 -0
  15. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-r/.gitkeep +0 -0
  16. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-r/step-r-01-load.md +120 -0
  17. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-r/step-r-02-rescore.md +141 -0
  18. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-r/step-r-03-update.md +154 -0
  19. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-t/.gitkeep +0 -0
  20. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-t/step-t-01-ingest.md +86 -0
  21. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-t/step-t-02-extract.md +169 -0
  22. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-t/step-t-03-score.md +147 -0
  23. package/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-t/step-t-04-update.md +155 -0
  24. package/_bmad/bme/_enhance/workflows/initiatives-backlog/templates/backlog-format-spec.md +219 -0
  25. package/_bmad/bme/_enhance/workflows/initiatives-backlog/templates/rice-scoring-guide.md +154 -0
  26. package/_bmad/bme/_enhance/workflows/initiatives-backlog/workflow.md +88 -0
  27. package/_bmad/bme/_gyre/README.md +100 -0
  28. package/_bmad/bme/_gyre/agents/.gitkeep +0 -0
  29. package/_bmad/bme/_gyre/agents/model-curator.md +128 -0
  30. package/_bmad/bme/_gyre/agents/readiness-analyst.md +127 -0
  31. package/_bmad/bme/_gyre/agents/review-coach.md +130 -0
  32. package/_bmad/bme/_gyre/agents/stack-detective.md +125 -0
  33. package/_bmad/bme/_gyre/compass-routing-reference.md +168 -0
  34. package/_bmad/bme/_gyre/config.yaml +22 -0
  35. package/_bmad/bme/_gyre/contracts/.gitkeep +0 -0
  36. package/_bmad/bme/_gyre/contracts/gc1-stack-profile.md +152 -0
  37. package/_bmad/bme/_gyre/contracts/gc2-capabilities-manifest.md +189 -0
  38. package/_bmad/bme/_gyre/contracts/gc3-findings-report.md +197 -0
  39. package/_bmad/bme/_gyre/contracts/gc4-feedback-loop.md +209 -0
  40. package/_bmad/bme/_gyre/guides/ATLAS-USER-GUIDE.md +177 -0
  41. package/_bmad/bme/_gyre/guides/COACH-USER-GUIDE.md +172 -0
  42. package/_bmad/bme/_gyre/guides/LENS-USER-GUIDE.md +181 -0
  43. package/_bmad/bme/_gyre/guides/SCOUT-USER-GUIDE.md +158 -0
  44. package/_bmad/bme/_gyre/workflows/.gitkeep +0 -0
  45. package/_bmad/bme/_gyre/workflows/accuracy-validation/steps/step-01-select-repos.md +55 -0
  46. package/_bmad/bme/_gyre/workflows/accuracy-validation/steps/step-02-run-validation.md +78 -0
  47. package/_bmad/bme/_gyre/workflows/accuracy-validation/steps/step-03-score-results.md +143 -0
  48. package/_bmad/bme/_gyre/workflows/accuracy-validation/workflow.md +41 -0
  49. package/_bmad/bme/_gyre/workflows/delta-report/steps/step-01-load-history.md +63 -0
  50. package/_bmad/bme/_gyre/workflows/delta-report/steps/step-02-compute-delta.md +72 -0
  51. package/_bmad/bme/_gyre/workflows/delta-report/steps/step-03-present-delta.md +143 -0
  52. package/_bmad/bme/_gyre/workflows/delta-report/workflow.md +34 -0
  53. package/_bmad/bme/_gyre/workflows/full-analysis/steps/step-01-initialize.md +68 -0
  54. package/_bmad/bme/_gyre/workflows/full-analysis/steps/step-02-detect-stack.md +49 -0
  55. package/_bmad/bme/_gyre/workflows/full-analysis/steps/step-03-generate-model.md +52 -0
  56. package/_bmad/bme/_gyre/workflows/full-analysis/steps/step-04-analyze-gaps.md +42 -0
  57. package/_bmad/bme/_gyre/workflows/full-analysis/steps/step-05-review-findings.md +128 -0
  58. package/_bmad/bme/_gyre/workflows/full-analysis/workflow.md +39 -0
  59. package/_bmad/bme/_gyre/workflows/gap-analysis/steps/step-01-load-manifest.md +70 -0
  60. package/_bmad/bme/_gyre/workflows/gap-analysis/steps/step-02-observability-analysis.md +110 -0
  61. package/_bmad/bme/_gyre/workflows/gap-analysis/steps/step-03-deployment-analysis.md +87 -0
  62. package/_bmad/bme/_gyre/workflows/gap-analysis/steps/step-04-cross-domain-correlation.md +105 -0
  63. package/_bmad/bme/_gyre/workflows/gap-analysis/steps/step-05-present-findings.md +172 -0
  64. package/_bmad/bme/_gyre/workflows/gap-analysis/workflow.md +38 -0
  65. package/_bmad/bme/_gyre/workflows/model-generation/steps/step-01-load-profile.md +74 -0
  66. package/_bmad/bme/_gyre/workflows/model-generation/steps/step-02-generate-capabilities.md +116 -0
  67. package/_bmad/bme/_gyre/workflows/model-generation/steps/step-03-web-enrichment.md +89 -0
  68. package/_bmad/bme/_gyre/workflows/model-generation/steps/step-04-write-manifest.md +122 -0
  69. package/_bmad/bme/_gyre/workflows/model-generation/workflow.md +40 -0
  70. package/_bmad/bme/_gyre/workflows/model-review/steps/step-01-load-context.md +86 -0
  71. package/_bmad/bme/_gyre/workflows/model-review/steps/step-02-walkthrough.md +116 -0
  72. package/_bmad/bme/_gyre/workflows/model-review/steps/step-03-apply-amendments.md +92 -0
  73. package/_bmad/bme/_gyre/workflows/model-review/steps/step-04-capture-feedback.md +107 -0
  74. package/_bmad/bme/_gyre/workflows/model-review/steps/step-05-summary.md +60 -0
  75. package/_bmad/bme/_gyre/workflows/model-review/workflow.md +41 -0
  76. package/_bmad/bme/_gyre/workflows/stack-detection/steps/step-01-scan-filesystem.md +176 -0
  77. package/_bmad/bme/_gyre/workflows/stack-detection/steps/step-02-classify-stack.md +111 -0
  78. package/_bmad/bme/_gyre/workflows/stack-detection/steps/step-03-guard-questions.md +117 -0
  79. package/_bmad/bme/_gyre/workflows/stack-detection/workflow.md +42 -0
  80. package/_bmad/bme/_vortex/config.yaml +1 -1
  81. package/package.json +7 -2
  82. package/scripts/archive.js +304 -0
  83. package/scripts/convoke-doctor.js +146 -132
  84. package/scripts/docs-audit.js +21 -5
  85. package/scripts/install-gyre-agents.js +140 -0
  86. package/scripts/install-vortex-agents.js +0 -0
  87. package/scripts/update/lib/agent-registry.js +70 -0
  88. package/scripts/update/lib/refresh-installation.js +290 -29
  89. package/scripts/update/lib/validator.js +281 -1
@@ -0,0 +1,181 @@
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+ ---
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+ name: 'step-c-04-prioritize'
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+ description: 'Generate complete backlog file with categorized items, prioritized view, and completion summary'
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+ outputFile: '{planning_artifacts}/initiatives-backlog.md'
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+ templateFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/templates/backlog-format-spec.md'
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+ workflowFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/workflow.md'
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+ ---
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+
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+ # Step 4: Backlog Generation, Prioritized View & Completion
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+
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+ ## STEP GOAL:
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+
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+ Generate the complete backlog file from scratch using the scored initiatives, including all required sections, the prioritized view, provenance tags, and a changelog entry. Present a completion summary and return to the T/R/C menu.
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+
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+ ## MANDATORY EXECUTION RULES (READ FIRST):
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+
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+ ### Universal Rules:
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+ - 🛑 NEVER generate content without completing all mandatory sequence steps
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+ - 📖 CRITICAL: Read this complete step file before taking action
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+ - 🔄 CRITICAL: When returning to menu, read the entire workflow file
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+ - 📋 YOU ARE A BACKLOG OPERATIONS SPECIALIST generating a new backlog file
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+
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+ ### Role Reinforcement:
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+ - ✅ You are a **backlog operations specialist** — precise, structured, format-compliant
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+ - ✅ Generate the file exactly matching the backlog format specification — no shortcuts
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+ - ✅ All output must be standard markdown — no HTML, no proprietary syntax
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+ - ✅ Every item gets provenance, every section gets created, the prioritized view is sorted
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+
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+ ### Step-Specific Rules:
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+ - 🎯 Focus on file generation, provenance, prioritized view, and completion reporting
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+ - 🚫 FORBIDDEN to rescore items (scoring was finalized in step-c-03)
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+ - 🚫 FORBIDDEN to add new items not in the scored batch
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+ - 🚫 FORBIDDEN to modify step-c-01, step-c-02, or step-c-03
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+ - 💬 Approach: generate the complete file, summarize clearly, return to menu
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+
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+ ## EXECUTION PROTOCOLS:
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+ - 🎯 Follow the MANDATORY SEQUENCE exactly
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+ - 📖 Load `{templateFile}` (backlog-format-spec.md) for exact structural requirements and table formats
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+ - 💾 Write to `{outputFile}` as a complete new file
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+
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+ ## CONTEXT BOUNDARIES:
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+ - Available context: Scored initiatives from step-c-03, backlog format spec template
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+ - Focus: File generation, prioritized view, completion summary
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+ - Limits: Do NOT rescore or re-gather items
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+ - Dependencies: step-c-03-score.md (finalized scored initiatives with Track assignments)
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+
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+ ## MANDATORY SEQUENCE
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+
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+ **CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise.
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+
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+ ### 1. Load Format Specification
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+
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+ Load `{templateFile}` (backlog-format-spec.md) and reference:
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+ - **Metadata header** format (title, Created, Method, Last Updated)
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+ - **Section hierarchy** — all 7 H2 sections in exact order
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+ - **Table formats** — Category table (10 columns), Prioritized View (6 columns), Exploration Candidates (4 columns)
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+ - **Item ID format** — Category prefix letter + sequential number
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+ - **Provenance format** — "Added from Create mode, [date]"
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+
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+ ### 2. Generate Metadata Header
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+
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+ ```markdown
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+ # Convoke Initiatives Backlog
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+
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+ **Created:** [current date YYYY-MM-DD]
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+ **Method:** RICE (Reach, Impact, Confidence, Effort)
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+ **Last Updated:** [current date YYYY-MM-DD]
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+ ```
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+
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+ ### 3. Generate RICE Scoring Guide Section
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+
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+ Create the `## RICE Scoring Guide` section with an inline summary of the methodology:
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+ - Composite formula: Score = (R x I x C) / E
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+ - Factor scales: Reach (1-10), Impact (0.25-3), Confidence (20-100%), Effort (1-10)
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+ - Sort order: Descending by score, tiebreak by Confidence then insertion order
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+
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+ ### 4. Generate Backlog Section with Category Tables
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+
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+ Create the `## Backlog` section. For each unique category in the scored items:
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+
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+ 1. Create an H3 heading: `### [Category Name]`
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+ 2. Create a 10-column table:
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+
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+ ```markdown
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+ | # | Initiative | Source | R | I | C | E | Score | Track | Status |
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+ |---|-----------|--------|---|---|---|---|-------|-------|--------|
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+ ```
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+
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+ 3. For each item in this category:
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+ - **#:** Generate item ID using category prefix letter + sequential number within category (e.g., D1, D2, P1)
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+ - Category prefix mapping: D = Documentation & Onboarding, U = Update & Migration System, T = Testing & CI, I = Infrastructure, A = Agent Quality & Consistency, P = Platform & Product Vision
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+ - New categories: use the first uppercase letter of the category name that is not already in use (D, U, T, I, A, P are reserved)
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+ - **Initiative:** `**[Title]** — [description]. Added from Create mode, [date]`
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+ - **Source:** "Create mode"
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+ - **R, I, C, E:** Individual RICE component scores (C as percentage, e.g., 70%)
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+ - **Score:** Composite score, one decimal place
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+ - **Track:** "Keep the lights on" or "Move the needle"
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+ - **Status:** "Backlog"
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+
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+ ### 5. Generate Empty Sections
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+
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+ Create the following sections with empty content:
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+
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+ **Exploration Candidates:**
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+ ```markdown
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+ ## Exploration Candidates
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+
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+ | # | Initiative | Source | Next Step |
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+ |---|-----------|--------|-----------|
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+ ```
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+
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+ **Epic Groupings:**
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+ ```markdown
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+ ## Epic Groupings
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+
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+ *No epic groupings defined yet.*
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+ ```
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+
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+ **Completed:**
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+ ```markdown
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+ ## Completed
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+
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+ *No completed items yet.*
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+ ```
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+
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+ ### 6. Generate Prioritized View
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+
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+ Create the `## Prioritized View (by RICE Score)` section:
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+
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+ 1. Collect ALL items from all category tables
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+ 2. Sort by composite RICE score descending
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+ 3. Tiebreak: (1) Higher Confidence first, (2) Newer insertion order first
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+ 4. Generate sequential rank numbers starting at 1
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+
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+ ```markdown
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+ ## Prioritized View (by RICE Score)
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+
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+ | Rank | # | Initiative | Score | Track | Category |
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+ |------|---|-----------|-------|-------|----------|
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+ ```
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+
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+ ### 7. Generate Change Log
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+
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+ Create the `## Change Log` section with the initial creation entry:
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+
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+ ```markdown
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+ ## Change Log
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+
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+ | Date | Change |
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+ |------|--------|
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+ | [YYYY-MM-DD] | Create: Bootstrapped new backlog with [N] items ([list categories affected]). |
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+ ```
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+
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+ ### 8. Write Complete File
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+
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+ Write the complete assembled backlog to `{outputFile}`. The file must contain all 7 H2 sections in the correct order as specified by the format spec.
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+
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+ ### 9. Completion Summary & Return to Menu
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+
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+ After successful write, display:
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+
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+ > **Create Complete**
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+ >
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+ > **Items created:** [N]
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+ > **Categories:** [list category names]
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+ >
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+ > **Top 3 Positions:**
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+ > 1. [#ID] [title] — Score: [X.X]
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+ > 2. [#ID] [title] — Score: [X.X]
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+ > 3. [#ID] [title] — Score: [X.X]
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+
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+ Then return to the T/R/C menu:
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+
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+ > Loading `{workflowFile}` to return to mode selection...
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+
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+ Load, read the entire file, and execute `{workflowFile}`.
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+
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+ ## 🚨 SYSTEM SUCCESS/FAILURE METRICS:
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+ ### ✅ SUCCESS: Complete backlog file generated with all 7 H2 sections in correct order, items placed in correct category tables with 10 columns, item IDs generated correctly, provenance tags added, prioritized view sorted and generated with 6 columns, changelog entry added, completion summary displayed with top 3, T/R/C menu re-presented
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+ ### ❌ SYSTEM FAILURE: Missing H2 sections, wrong section order, items without provenance, wrong column counts, item IDs not generated, prioritized view not sorted, no changelog entry, no completion summary, no return to menu
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+ **Master Rule:** Skipping steps is FORBIDDEN.
@@ -0,0 +1,120 @@
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+ ---
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+ name: 'step-r-01-load'
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+ description: 'Load existing backlog and RICE scoring guide for Review mode walkthrough'
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+ nextStepFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-r/step-r-02-rescore.md'
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+ outputFile: '{planning_artifacts}/initiatives-backlog.md'
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+ templateFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/templates/rice-scoring-guide.md'
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+ workflowFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/workflow.md'
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+ ---
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+
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+ # Step 1: Load Backlog & Walkthrough Setup
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+
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+ ## STEP GOAL:
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+
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+ Load the existing backlog file and RICE scoring guide, parse all active items with their current scores and provenance, and prepare for the per-item walkthrough.
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+
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+ ## MANDATORY EXECUTION RULES (READ FIRST):
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+
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+ ### Universal Rules:
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+ - 🛑 NEVER generate content without user input
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+ - 📖 CRITICAL: Read this complete step file before taking action
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+ - 🔄 CRITICAL: When loading next step with 'C', read the entire file
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+ - 📋 YOU ARE A REVIEW ANALYST loading context for rescoring
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+
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+ ### Role Reinforcement:
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+ - ✅ You are a **review analyst** — your job is to load and prepare data, not to modify it
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+ - ✅ Parse the backlog faithfully — do not reinterpret, reorder, or filter items
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+ - ✅ The walkthrough starts in step-r-02 — this step only loads and counts
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+
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+ ### Step-Specific Rules:
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+ - 🎯 Focus ONLY on loading, parsing, and counting backlog items
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+ - 🚫 FORBIDDEN to rescore, modify, or delete any backlog items (that is step-r-02's job)
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+ - 🚫 FORBIDDEN to write to the backlog file (that is step-r-03's job)
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+ - 🚫 FORBIDDEN to add new items (that is Triage mode's job)
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+ - 💬 Approach: load efficiently, confirm readiness, move on
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+
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+ ## EXECUTION PROTOCOLS:
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+ - 🎯 Follow the MANDATORY SEQUENCE exactly
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+ - 📖 Load `{templateFile}` for RICE factor definitions and scoring consistency reference
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+ - 📖 Load `{outputFile}` for existing backlog content
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+
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+ ## CONTEXT BOUNDARIES:
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+ - Available context: Existing backlog file, RICE scoring guide template
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+ - Focus: Data loading and preparation only
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+ - Limits: Do NOT modify, score, or write anything
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+ - Dependencies: workflow.md R dispatch (Review mode selected)
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+
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+ ## MANDATORY SEQUENCE
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+
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+ **CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise.
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+
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+ ### 0. Check Backlog File Exists
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+
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+ Check if a backlog file exists at `{outputFile}`.
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+
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+ - **If NOT found:** Display:
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+
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+ > **No backlog found at `{outputFile}`.**
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+ >
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+ > Review mode requires an existing backlog to walk through. Use **Triage (T)** or **Create (C)** mode first to create one.
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+ >
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+ > Returning to mode selection...
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+
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+ Then load, read the entire file, and execute `{workflowFile}` to return to T/R/C menu. **Do NOT proceed further.**
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+
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+ - **If found:** Continue to step 1.
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+
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+ ### 1. Load Existing Backlog
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+
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+ Load the complete file at `{outputFile}`. Preserve it in context — it will be needed for item presentation in step-r-02 and for safe update in step-r-03.
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+
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+ ### 2. Load RICE Scoring Guide
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+
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+ Load `{templateFile}` (rice-scoring-guide.md) and internalize:
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+ - **Factor definitions:** Reach (1-10), Impact (0.25-3), Confidence (20-100%), Effort (1-10)
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+ - **Guided questions** for each factor
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+ - **Calibration examples** from the existing backlog
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+ - **Composite formula:** Score = (R x I x C) / E, where C is decimal (e.g., 70% = 0.7)
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+ - **Score rounding:** One decimal place for display
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+
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+ ### 3. Parse Active Backlog Items
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+
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+ Parse all category tables **under `## Backlog`** to collect items with:
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+ - Item ID (e.g., D2, P4)
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+ - Title and description
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+ - Category (H3 heading name)
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+ - Current RICE component scores (R, I, C, E)
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+ - Current composite score
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+ - Current provenance (from Initiative description cell)
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+ - Current status
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+
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+ **Do NOT include** items from `## Exploration Candidates`, `## Completed`, or other sections outside `## Backlog`.
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+
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+ ### 4. Count and Summarize
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+
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+ Count the total number of active items collected. Display:
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+
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+ > **Review Mode — Backlog Loaded**
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+ >
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+ > **Items found:** [N] active items across [M] categories
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+ > **Categories:** [list category names]
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+ > **Score range:** [lowest] to [highest]
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+ >
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+ > The walkthrough will present each item one at a time for review. You can rescore, confirm, skip, or exit early at any point.
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+
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+ ### 5. Present MENU OPTIONS
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+
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+ Display: "**Select:** [C] Continue to item walkthrough"
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+
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+ #### Menu Handling Logic:
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+ - IF C: Load, read the entire file, and execute `{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-r/step-r-02-rescore.md`
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+ - IF any other input: Display "Enter **C** to continue to the walkthrough." then redisplay menu
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+
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+ #### EXECUTION RULES:
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+ - ALWAYS halt and wait for user input after presenting the menu
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+ - ONLY proceed to next step when user selects 'C'
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+
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+ ## 🚨 SYSTEM SUCCESS/FAILURE METRICS:
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+ ### ✅ SUCCESS: Backlog file loaded, RICE guide internalized, all active items parsed with scores and provenance, item count displayed, proceeding to step-r-02
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+ ### ❌ SYSTEM FAILURE: Backlog not loaded, items from wrong sections included, items modified or filtered, scoring guide not loaded, missing backlog not handled gracefully
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+ **Master Rule:** Skipping steps is FORBIDDEN.
@@ -0,0 +1,141 @@
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+ ---
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+ name: 'step-r-02-rescore'
3
+ description: 'Walk through backlog items one at a time for rescoring with RICE adjustments'
4
+ nextStepFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-r/step-r-03-update.md'
5
+ outputFile: '{planning_artifacts}/initiatives-backlog.md'
6
+ templateFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/templates/rice-scoring-guide.md'
7
+ advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.md'
8
+ partyModeWorkflow: '{project-root}/_bmad/core/workflows/bmad-party-mode/workflow.md'
9
+ ---
10
+
11
+ # Step 2: Item Walkthrough & Rescoring
12
+
13
+ ## STEP GOAL:
14
+
15
+ Walk through backlog items one at a time, presenting current scores and provenance, and allow the Product Owner to rescore, confirm, or skip each item. Track all decisions for the update step.
16
+
17
+ ## MANDATORY EXECUTION RULES (READ FIRST):
18
+
19
+ ### Universal Rules:
20
+ - 🛑 NEVER generate content without user input at per-item prompts
21
+ - 📖 CRITICAL: Read this complete step file before taking action
22
+ - 🔄 CRITICAL: When loading next step with 'C', read the entire file
23
+ - 📋 YOU ARE A RESCORING ANALYST guiding calibrated score adjustments
24
+
25
+ ### Role Reinforcement:
26
+ - ✅ You are a **rescoring analyst** — systematic, evidence-based, calibration-aware
27
+ - ✅ Present items faithfully with all current data — do not editorialize or suggest scores unless asked via A
28
+ - ✅ The user decides what changes to make — you calculate, display, and record
29
+ - ✅ Compare adjusted scores against calibration examples for consistency
30
+
31
+ ### Step-Specific Rules:
32
+ - 🎯 Focus on per-item presentation, score adjustment, and decision tracking
33
+ - 🚫 FORBIDDEN to write to the backlog file (that is step-r-03's job)
34
+ - 🚫 FORBIDDEN to add new items (that is Triage mode's job)
35
+ - 🚫 FORBIDDEN to delete or remove items from the backlog
36
+ - 🚫 FORBIDDEN to auto-advance without user input — ALWAYS halt and wait
37
+ - 💬 Approach: present one item, wait for decision, record result, advance
38
+
39
+ ## EXECUTION PROTOCOLS:
40
+ - 🎯 Follow the MANDATORY SEQUENCE exactly
41
+ - 📖 Reference `{templateFile}` for RICE factor scales when user adjusts scores
42
+ - 💾 Track each item's decision: rescored (with old/new scores), confirmed, or skipped
43
+
44
+ ## CONTEXT BOUNDARIES:
45
+ - Available context: Parsed backlog items from step-r-01, RICE scoring guide
46
+ - Focus: Per-item walkthrough and rescoring only
47
+ - Limits: Do NOT write to backlog or modify the file
48
+ - Dependencies: step-r-01-load.md (loaded and parsed items)
49
+
50
+ ## MANDATORY SEQUENCE
51
+
52
+ **CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise.
53
+
54
+ ### 1. Initialize Walkthrough State
55
+
56
+ Set up tracking for the walkthrough:
57
+ - `current_index` = 1
58
+ - `total_items` = count from step-r-01
59
+ - `rescored_items` = [] (items with changed scores)
60
+ - `confirmed_items` = [] (items explicitly confirmed or C'd without changes)
61
+ - `skipped_items` = [] (items skipped)
62
+
63
+ ### 2. Present Current Item
64
+
65
+ Display the current item with all scoring data:
66
+
67
+ > **Item [current_index] of [total_items] — [Category Name]**
68
+ >
69
+ > **[ID]: [Title]** — Score: [composite]
70
+ > R:[reach] I:[impact] C:[confidence]% E:[effort]
71
+ > *Provenance: [current provenance text]*
72
+
73
+ ### 3. Present Per-Item Menu
74
+
75
+ Display:
76
+
77
+ > **Review this item:**
78
+ >
79
+ > **Score adjustments:**
80
+ > - `R [value]` — Change Reach (1-10)
81
+ > - `I [value]` — Change Impact (0.25, 0.5, 1, 2, or 3)
82
+ > - `CF [value]` — Change Confidence (20-100%)
83
+ > - `E [value]` — Change Effort (1-10)
84
+ >
85
+ > **Decisions:**
86
+ > - `K` — Keep/confirm current score
87
+ > - `S` — Skip this item (no review)
88
+ > - `X` — Exit walkthrough early
89
+ >
90
+ > **[A] Advanced Elicitation** — Deeper scoring analysis
91
+ > **[P] Party Mode** — Multi-perspective discussion
92
+ > **[C] Continue** — Apply changes and advance to next item
93
+
94
+ #### Menu Handling Logic:
95
+
96
+ - IF `R [value]`: Validate value is integer 1-10. Update Reach for current item. Recalculate composite: Score = (R x I x C) / E. Redisplay updated item scores and menu.
97
+ - IF `I [value]`: Validate value is one of 0.25, 0.5, 1, 2, or 3. Update Impact. Recalculate composite. Redisplay updated item scores and menu.
98
+ - IF `CF [value]`: Validate value is integer 20-100. Update Confidence. Recalculate composite. Redisplay updated item scores and menu.
99
+ - IF `E [value]`: Validate value is integer 1-10. Update Effort. Recalculate composite. Redisplay updated item scores and menu.
100
+ - IF K: Mark item as **confirmed**. Add to `confirmed_items`. Advance to next item (go to step 4).
101
+ - IF S: Mark item as **skipped**. Add to `skipped_items`. Advance to next item (go to step 4).
102
+ - IF X: Exit walkthrough early. Go to step 5.
103
+ - IF A: Execute `{advancedElicitationTask}` for deeper scoring analysis of this item. When finished, redisplay the current item scores and this menu.
104
+ - IF P: Execute `{partyModeWorkflow}` for multi-perspective scoring discussion of this item. When finished, redisplay the current item scores and this menu.
105
+ - IF C:
106
+ - **If scores were changed:** Record old and new composite scores. Add to `rescored_items` with: item ID, old R/I/C/E, new R/I/C/E, old composite, new composite. Advance to next item (go to step 4).
107
+ - **If NO scores were changed:** Treat as confirmed (same as K). Add to `confirmed_items`. Advance to next item (go to step 4).
108
+ - IF any other input: Display "Unknown command. Use `R/I/CF/E [value]`, `K`, `S`, `X`, `A`, `P`, or `C`." then redisplay menu.
109
+
110
+ #### EXECUTION RULES:
111
+ - ALWAYS halt and wait for user input after presenting the menu
112
+ - After EVERY score adjustment, recalculate composite, redisplay the updated item scores AND the menu
113
+ - The user may make multiple adjustments before pressing C, K, S, or X
114
+ - Do NOT auto-advance — every item requires explicit user input
115
+
116
+ ### 4. Advance to Next Item
117
+
118
+ Increment `current_index`.
119
+
120
+ - **If `current_index` <= `total_items`:** Go to step 2 (present next item).
121
+ - **If `current_index` > `total_items`:** All items reviewed. Go to step 5.
122
+
123
+ ### 5. Walkthrough Complete — Pass Results to Update Step
124
+
125
+ Display walkthrough summary:
126
+
127
+ > **Walkthrough Complete**
128
+ >
129
+ > **Rescored:** [N] items
130
+ > **Confirmed:** [N] items
131
+ > **Skipped:** [N] items
132
+ > [If early exit: **Unvisited:** [N] items]
133
+
134
+ Then load, read the entire file, and execute `{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/steps-r/step-r-03-update.md`, passing:
135
+ - The list of rescored items (with old/new R/I/C/E and composite scores)
136
+ - The counts of confirmed, skipped, and unvisited items
137
+
138
+ ## 🚨 SYSTEM SUCCESS/FAILURE METRICS:
139
+ ### ✅ SUCCESS: Each item presented with full scoring data and provenance, user given per-item decision, score adjustments recalculated correctly, all decisions tracked (rescored/confirmed/skipped), results passed to step-r-03
140
+ ### ❌ SYSTEM FAILURE: Items auto-advanced without user input, scores not recalculated after adjustment, decisions not tracked, items modified in backlog file, walkthrough skipped items silently
141
+ **Master Rule:** Skipping steps is FORBIDDEN.
@@ -0,0 +1,154 @@
1
+ ---
2
+ name: 'step-r-03-update'
3
+ description: 'Apply rescores to backlog, regenerate prioritized view, present completion summary'
4
+ outputFile: '{planning_artifacts}/initiatives-backlog.md'
5
+ templateFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/templates/backlog-format-spec.md'
6
+ workflowFile: '{project-root}/_bmad/bme/_enhance/workflows/initiatives-backlog/workflow.md'
7
+ ---
8
+
9
+ # Step 3: Backlog Update, Safety & Completion
10
+
11
+ ## STEP GOAL:
12
+
13
+ Validate backlog structure, apply rescored items in-place, regenerate the prioritized view, and present a completion summary before returning to the T/R/C menu.
14
+
15
+ ## MANDATORY EXECUTION RULES (READ FIRST):
16
+
17
+ ### Universal Rules:
18
+ - 🛑 NEVER generate content without user input at validation mismatch prompt
19
+ - 📖 CRITICAL: Read this complete step file before taking action
20
+ - 🔄 CRITICAL: When returning to menu, read the entire workflow file
21
+ - 📋 YOU ARE A BACKLOG OPERATIONS SPECIALIST performing safe, structured writes
22
+
23
+ ### Role Reinforcement:
24
+ - ✅ You are a **backlog operations specialist** — precise, non-destructive, in-place updates only
25
+ - ✅ Preserve all existing content — never delete, overwrite, or reorder existing rows
26
+ - ✅ The Prioritized View is the ONLY section regenerated from scratch
27
+ - ✅ All output must be standard markdown — no HTML, no proprietary syntax
28
+
29
+ ### Step-Specific Rules:
30
+ - 🎯 Focus on validation, safe in-place updates, and completion reporting
31
+ - 🚫 FORBIDDEN to delete or reorder existing backlog items (FR18, NFR1)
32
+ - 🚫 FORBIDDEN to add new items (that is Triage mode's job)
33
+ - 🚫 FORBIDDEN to modify items that were confirmed or skipped — only rescored items are updated
34
+ - 🚫 FORBIDDEN to modify step-r-01 or step-r-02
35
+ - 💬 Approach: validate first, update safely, summarize clearly
36
+
37
+ ## EXECUTION PROTOCOLS:
38
+ - 🎯 Follow the MANDATORY SEQUENCE exactly
39
+ - 📖 Load `{templateFile}` (backlog-format-spec.md) for structural validation rules and table formats
40
+ - 💾 Write to `{outputFile}` only after validation passes (or user overrides)
41
+
42
+ ## CONTEXT BOUNDARIES:
43
+ - Available context: Rescored items from step-r-02, existing backlog file, backlog format spec template
44
+ - Focus: Structural validation, safe in-place update, prioritized view regeneration, completion summary
45
+ - Limits: Do NOT rescore, re-extract, or add items
46
+ - Dependencies: step-r-02-rescore.md (rescored/confirmed/skipped results)
47
+
48
+ ## MANDATORY SEQUENCE
49
+
50
+ **CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise.
51
+
52
+ ### 1. Pre-Write Validation
53
+
54
+ Load `{outputFile}` (existing backlog) and validate structural integrity:
55
+
56
+ 1. **Section heading anchors** — All 7 required H2 sections exist in correct order:
57
+ - `## RICE Scoring Guide`
58
+ - `## Backlog`
59
+ - `## Exploration Candidates`
60
+ - `## Epic Groupings`
61
+ - `## Prioritized View (by RICE Score)`
62
+ - `## Completed`
63
+ - `## Change Log`
64
+ 2. **Prioritized view table** — Has exactly 6 columns (Rank, #, Initiative, Score, Track, Category)
65
+ 3. **Category tables** — Each table under `## Backlog` has exactly 10 columns (#, Initiative, Source, R, I, C, E, Score, Track, Status)
66
+ 4. **Change Log section** — The `## Change Log` H2 section exists with a table
67
+
68
+ If ALL checks pass, proceed directly to step 3 (Apply Rescores).
69
+
70
+ ### 2. Mismatch Handling
71
+
72
+ If ANY validation check fails, present the specific mismatch(es):
73
+
74
+ > **Pre-Write Validation — Structural Mismatch Detected**
75
+ >
76
+ > [List each failed check with details]
77
+ >
78
+ > **[Y] Yes, proceed anyway**
79
+ > **[X] Abort and return to menu**
80
+
81
+ **ALWAYS halt and wait for user input.**
82
+
83
+ - IF Y: Continue to step 3 (Apply Rescores)
84
+ - IF X: Display "Aborting backlog update." then load, read the entire file, and execute `{workflowFile}` to return to mode selection
85
+ - IF any other input: Display "Please select **Y** or **X**." then redisplay the prompt
86
+
87
+ ### 3. Apply Rescores
88
+
89
+ For each rescored item from step-r-02:
90
+
91
+ 1. **Find the item** — Locate the row in its category table under `## Backlog` by matching the item ID
92
+ 2. **Update RICE scores** — Replace R, I, C, E, and composite Score values in the row
93
+ 3. **Add rescore provenance** — Append to the Initiative description cell: `Rescored [old]->[new], Review, [date]` where [old] and [new] are the composite scores and [date] is the current session date (FR22)
94
+ 4. **Preserve everything else** — Do not modify the item's title, source, track, status, or any other content
95
+
96
+ **Important:**
97
+ - Only update items that were actually rescored (composite score changed)
98
+ - Confirmed and skipped items remain completely unchanged — no provenance added
99
+ - Do NOT reorder rows within category tables
100
+
101
+ ### 4. Regenerate Prioritized View
102
+
103
+ Rebuild the `## Prioritized View (by RICE Score)` table from scratch:
104
+
105
+ 1. Collect ALL active items from all category tables (existing + rescored)
106
+ 2. Exclude items with Status "Done" or items in the `## Completed` section
107
+ 3. Sort by composite RICE score descending
108
+ 4. Tiebreak: (1) Higher Confidence first, (2) Newer insertion order first
109
+ 5. Generate sequential rank numbers starting at 1
110
+
111
+ Table format (6 columns):
112
+ ```
113
+ | Rank | # | Initiative | Score | Track | Category |
114
+ |------|---|-----------|-------|-------|----------|
115
+ ```
116
+
117
+ ### 5. Add Changelog Entry
118
+
119
+ Prepend a new row to the `## Change Log` table (newest first):
120
+
121
+ ```
122
+ | YYYY-MM-DD | Review: Rescored [N] items, confirmed [N], skipped [N]. |
123
+ ```
124
+
125
+ ### 6. Update Last Updated Date
126
+
127
+ Set the metadata header `Last Updated` field to the current date (YYYY-MM-DD format).
128
+
129
+ ### 7. Completion Summary & Return to Menu
130
+
131
+ After successful write, display:
132
+
133
+ > **Review Complete**
134
+ >
135
+ > **Items rescored:** [N]
136
+ > **Items confirmed:** [N]
137
+ > **Items skipped:** [N]
138
+ > [If early exit: **Items unvisited:** [N]]
139
+ >
140
+ > **New Top 3 Positions:**
141
+ > 1. [#ID] [title] — Score: [X.X]
142
+ > 2. [#ID] [title] — Score: [X.X]
143
+ > 3. [#ID] [title] — Score: [X.X]
144
+
145
+ Then return to the T/R/C menu:
146
+
147
+ > Loading `{workflowFile}` to return to mode selection...
148
+
149
+ Load, read the entire file, and execute `{workflowFile}`.
150
+
151
+ ## 🚨 SYSTEM SUCCESS/FAILURE METRICS:
152
+ ### ✅ SUCCESS: Pre-write validation performed, only rescored items updated in-place with correct provenance, confirmed/skipped items untouched, prioritized view regenerated with all items sorted correctly, changelog updated, completion summary displayed with top 3, T/R/C menu re-presented
153
+ ### ❌ SYSTEM FAILURE: Existing backlog content deleted/overwritten/reordered, confirmed or skipped items modified, provenance added to non-rescored items, items written without validation, prioritized view not regenerated, no completion summary, no return to menu
154
+ **Master Rule:** Skipping steps is FORBIDDEN.