Three fixes from PR #2284 review feedback:
## 1. Fallback merge wording (7 SKILL.md files)
Every SKILL.md told the LLM to merge the three customization files
"in priority order (later wins)" when the resolver fails. That reads
as shallow last-write-wins — but the resolver does structural merge
(scalars override, tables deep-merge, code/id-keyed arrays merge by
key, other arrays append). Following the old wording manually would
have silently stripped base `principles`, `persistent_facts`, and
`menu` items whenever a team override was present.
Expanded the fallback sentence to restate the four structural rules
explicitly, matching the resolver's behavior.
Applied to all 6 agents + bmad-product-brief workflow.
## 2. Python 3.11 / OS shipping claim (customize-bmad.md)
The docs claimed "macOS 13+, Ubuntu 22.04+, Debian 12+, Fedora 37+
all ship 3.11 or newer." Inaccurate — Ubuntu 22.04 defaults `python3`
to 3.10.6 (3.11 is a separate package), and macOS doesn't really
ship Python by default anymore.
Replaced with honest guidance: check `python3 --version` and note
that macOS without Homebrew and Ubuntu 22.04 default to 3.10 or
earlier.
## 3. Autonomous mode greeting gate (bmad-product-brief)
Product-brief's activation-mode detection documents autonomous mode
as "produce complete brief without interaction" — but Step 5 greeted
unconditionally, adding conversational output before the headless
artifact. Gated the greeting on `{mode}` != `autonomous`.
## Dismissed (replied on thread)
- `.gitignore` migration from *.user.yaml to *.user.toml: YAML
installer code was in reverted #2282, never released. No users
affected. Same rationale as Augment's earlier thread.
Validated: 254 files, 146 refs, 0 broken. test:refs 7/7,
test:install 242/242.
Three independent improvements bundled because they share the same
surface (workflow/agent customization) and landed from the same design
discussion:
## Fallback sentence disambiguated (7 SKILL.md files)
The "if the script fails" fallback used to say `{project-root}/_bmad/
custom/{skill-name}.toml` for the team override and then just `{skill-
name}.user.toml` for the user override, leaving the user file's
location implicit. LLMs could reasonably guess skill root or project
root instead. Replaced with an unambiguous numbered list that spells
out the full path for every file in the merge chain.
## Product-brief: stage promotion + brief_template variable
- Promoted `## Stage 1: Understand Intent` from a nested step inside
"On Activation" to a top-level section. The previous "Step 7: Stage
1 — Understand Intent → Proceed to Stage 1 below" was mechanical
numbering pretending to be a step. Activation now ends cleanly at
Step 6; Stage 1 is a peer section.
- Added `brief_template` as a workflow-level scalar customization
defaulting to `resources/brief-template.md`. Stage 4 reads
`{workflow.brief_template}` instead of the hardcoded path, so orgs
can point at their own template under `{project-root}/...` without
forking the skill.
## New doc: docs/how-to/extend-bmad-for-your-org.md
Four worked recipes that together cover most enterprise scenarios:
1. Shape an agent across every workflow it dispatches (dev agent +
Context7 MCP + Linear search — the highest-leverage pattern)
2. Enforce org conventions inside a specific workflow (product-brief
+ compliance-field persistent_facts)
3. Publish completed outputs to external systems (product-brief +
Confluence + Jira via MCP, gated on user confirmation for Jira)
4. Swap in your own output template (product-brief + brief_template
variable swap)
Opens with the two-layer mental model (agent spans workflows,
workflow is local) so readers pick the right granularity before
reading any recipe. Closes with a "Combining Recipes" section
showing all four composed. Cross-linked from customize-bmad.md.
## Validation
- Resolver: workflow.brief_template returns the default cleanly.
- validate-file-refs.js: 254 files scanned, 146 refs checked
(+7 from this commit), 0 broken.
Completes the customization surface rollout by giving the product-brief
workflow the same override model as the six BMad agents, under the
[workflow] namespace instead of [agent].
## customize.toml
Mirrors the agent shape under [workflow] with:
- activation_steps_prepend / activation_steps_append (harmonized across
agents and workflows — same field names, same append semantics)
- persistent_facts with the file: convention, seeded with
file:{project-root}/**/project-context.md
- on_complete scalar (renamed from PR #2282's skill_end for clarity —
reads cleaner as "what runs when the workflow completes")
## SKILL.md
7-step workflow activation:
1. Resolve workflow block
2. Execute prepend steps
3. Load persistent facts (file: or literal)
4. Load config
5. Greet if not already
6. Execute append steps
7. Stage 1 — Understand Intent
python3 + stdlib tomllib invocation; no uv required.
## Prompt file changes
- Path normalization: ../agents/ → agents/, ../resources/ → resources/,
bare foo.md → prompts/foo.md. All references now resolve from the
skill root (matches the convention documented in SKILL.md).
- Paths: meta-line added to each of the 4 prompt files that reference
other files, reinforcing "bare paths resolve from skill root" so the
LLM doesn't lose the convention when operating two hops into a
prompt chain.
- finalize.md terminal stage now calls the resolver for
workflow.on_complete — non-empty values run as the final step.
## Validation
- Resolver output verified: 4 workflow fields returned cleanly.
- validate-file-refs.js: 254 files scanned, 139 refs checked, 0 broken.
- test:refs: passing.
Three-layer customization (skill defaults → team → user) for BMad agents
and any skill that opts in. Users edit `_bmad/custom/{skill-name}.yaml`
(team, committed) or `{skill-name}.user.yaml` (personal, gitignored);
customizations survive updates.
Resolver is a Python script using PEP 723 inline metadata, invoked via
`uv run` so deps auto-install into a cached isolated env on first call.
This aligns with Anthropic's Agent Skills spec and BMB conventions, and
keeps the dependency declared (scannable by pip-audit/Dependabot) rather
than vendored.
## Design choices
- **Agent identity is hardcoded** in SKILL.md (name, title, Overview prose)
so skills can be invoked reliably by role *or* default name. Brand
recognition is preserved; customization shapes behavior, not identity.
- **Luminary-anchored personas** (e.g. "Channels Martin Fowler's
pragmatism and Werner Vogels's cloud-scale realism") deliver ~55%
token savings per agent while preserving distinctive voice beats.
- **Universal per-field merge rules** with v6.1-compatible agent
semantics: metadata shallow-merge, persona replace, critical_actions
and memories append, menu merge-by-code, all else deep-merge.
- **Workflow customization** shares the same surface — `bmad-product-brief`
pilots `activation_steps_prepend`, `activation_steps_append`, and
`skill_end` hooks that any workflow-style skill can adopt.
## Infrastructure
- `_bmad/scripts/` houses shared Python scripts (resolver + future).
- `_bmad/custom/` is provisioned empty with a seeded `.gitignore` for
`*.user.yaml` on fresh installs.
- Installer filters ensure `scripts/`, `custom/`, and sidecar-generated
`memory/` directories are never treated as modules.
- Dead v6.1 code cleaned up: `_config/agents/` no longer created,
`metadata.capabilities` removed from schema and CSV manifest.
* refactor: remove bmad-init skill and standardize config loading across all skills
Remove the bmad-init core skill entirely — all agents and workflow skills now
load config directly from their module's config.yaml instead of delegating to
bmad-init as an intermediary. This eliminates the Python script dependency and
simplifies the activation path for every skill.
Changes across all skill types:
- Agents (9 skills): Replace "Load config via bmad-init skill" block with
direct config loading from `{project-root}/_bmad/bmm/config.yaml`, resolving
user_name, communication_language, document_output_language,
planning_artifacts, and project_knowledge
- Workflow skills (12 skills): Standardize INITIALIZATION/Configuration Loading
sections to a consistent Activation format matching the agent pattern
- bmad-prfaq: Align activation to standard config pattern, convert scripted
dialogue to outcome-focused instructions (no direct quotes)
- bmad-product-brief: Remove External Skills section referencing bmad-init
- bmad-party-mode: Standardize initialization to Activation format
- bmad-advanced-elicitation: Inline agent_party path instead of config var
- bmad-distillator: Remove unused argument-hint frontmatter
- Delete legacy create-prd/ directory (superseded by bmad-create-prd)
- Delete bmad-init skill entirely: SKILL.md, bmad_init.py, core-module.yaml,
and test suite
* fix: remove remaining bmad-init references from marketplace.json and distillate examples
Clean up missed references: remove bmad-init from marketplace.json skills
list, replace bmad-init examples in distillate-format-reference.md with
bmad-help/bmad-setup to keep examples valid without referencing a removed skill.
* fix: update broken file references in bmad-edit-prd after create-prd deletion
Point prdPurpose refs from deleted create-prd/data/ to bmad-create-prd/data/
and validationWorkflow ref from create-prd/steps-v/ to bmad-validate-prd/steps-v/.
Replace bmad-create-product-brief (step-based wizard) and
bmad-product-brief-preview (multi-agent) with a single unified
bmad-product-brief skill. Remove accidentally duplicated market
research step files and template. Update research skill
descriptions to use more natural trigger language.
Brian Madison