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Author SHA1 Message Date
Brian Madison accae5d789 refactor: comprehensive workflow modernization and standardization 
## Major Improvements

### 1. Elicitation System Modernization
- Removed legacy `<elicit-required />` tag from workflow.xml
- Replaced with direct `<invoke-task halt="true">{project-root}/bmad/core/tasks/adv-elicit.xml</invoke-task>` pattern
- More explicit, self-documenting, and eliminates indirection layer
- Added strategic elicitation points across all planning workflows:
  - PRD: After success criteria, scope, functional requirements, and final review
  - Create-Epics-And-Stories: After epic proposals and each epic's stories
  - Architecture: After decisions, structure, patterns, implementation patterns, and final doc
  - Updated audit-workflow tag scanner to remove obsolete elicit-required reference

### 2. Input Document Discovery Streamlined
- Replaced verbose 19-line "Input Document Discovery" sections with single critical tag
- New format: `<critical>Input documents specified in workflow.yaml input_file_patterns...</critical>`
- Eliminates duplication - workflow.yaml already defines patterns
- Updated across 6 workflows (PRD, create-epics-and-stories, architecture, tech-spec, UX, gate-check)
- Saved ~114 lines of repeated bloat

### 3. Scale System Migration (Levels 0-4 → 3 Tracks)
- Updated PRD workflow from "Level 0-4" to "Quick Flow / BMad Method / Enterprise Method"
- Changed `project_level` variable to `project_track`
- Removed `target_scale` variable (no longer needed)
- Updated workflow.yaml descriptions to reference tracks not levels
- Updated checklist from "Level 2" and "Level 3-4" to "BMad Method" and "Enterprise Method"
- Aligns with new scale-adaptive-system.md (3-track methodology)

### 4. Epic/Story Template Standardization
- Replaced hardcoded 8-epic template with clean repeating pattern using N/M variables
- Added BDD-style acceptance criteria (Given/When/Then/And)
- Removed instructional bloat from templates (moved to instructions.md where it belongs)
- Template shows OUTPUT structure, instructions show PROCESS
- Applied to both create-epics-and-stories and tech-spec workflows
- Templates now use HTML comments to indicate repeating sections

### 5. Workflow.yaml Pattern Consistency
- Standardized input_file_patterns across all workflows
- Separated `recommended_inputs` (semantic WHAT) from `input_file_patterns` (file discovery WHERE)
- Removed duplication between recommended_inputs file paths and input_file_patterns
- Create-epics-and-stories now uses proper whole/sharded pattern like architecture workflow
- Solutioning-gate-check cleaned up to use semantic descriptions not file paths

## Files Changed (18)
- Core: workflow.xml (removed elicit-required tag and references)
- Audit workflow: Updated tag pattern scanner
- PRD workflow: Elicitation points, track migration, input discovery
- Create-epics-and-stories: Template rebuild, BDD format, elicitation, input patterns
- Tech-spec: Template rebuild, BDD format, input discovery
- UX Design: Input discovery streamlined
- Architecture: Elicitation at 5 key decision points, input discovery
- Gate-check: Input pattern cleanup, input discovery

## Impact
- More consistent elicitation across workflows
- Cleaner, more maintainable templates
- Better separation of concerns (templates vs instructions)
- Aligned with v6 3-track scale system
- Reduced bloat and duplication significantly
 2025-11-04 00:09:19 -06:00
Brian Madison 3d4ea5ffd2 feat: add universal document sharding support with dual-strategy loading 
Implement comprehensive document sharding system across all BMM workflows enabling 90%+ token savings for large multi-epic projects through selective loading optimization.

## Document Sharding System

### Core Features
- **Universal Support**: All 12 BMM workflows (Phase 1-4) handle both whole and sharded documents
- **Dual Loading Strategy**: Full Load (Phase 1-3) vs Selective Load (Phase 4)
- **Automatic Discovery**: Workflows detect format transparently (whole → sharded priority)
- **Efficiency Optimization**: 90%+ token reduction for 10+ epic projects in Phase 4

### Implementation Details

**Phase 1-3 Workflows (7 workflows) - Full Load Strategy:**
- product-brief, prd, gdd, create-ux-design, tech-spec, architecture, solutioning-gate-check
- Load entire sharded documents when present
- Transparent to user experience
- Better organization for large projects

**Phase 4 Workflows (5 workflows) - Selective Load Strategy:**
- sprint-planning (Full Load exception - needs all epics)
- epic-tech-context, create-story, story-context, code-review (Selective Load)
- Load ONLY the specific epic needed (e.g., epic-3.md for Epic 3 stories)
- Massive efficiency: Skip loading 9 other epics in 10-epic project

### Workflow Enhancements

**Added to all workflows:**
- `input_file_patterns` in workflow.yaml with wildcard discovery
- Document Discovery section in instructions.md
- Support for sharded index + section files
- Brownfield `docs/index.md` support

**Pattern standardization:**
```yaml
input_file_patterns:
  document:
    whole: "{output_folder}/*doc*.md"
    sharded: "{output_folder}/*doc*/index.md"
    sharded_single: "{output_folder}/*doc*/section-{{id}}.md"  # Selective load
```

### Retrospective Workflow Major Overhaul

Transformed retrospective into immersive, interactive team experience:

**Epic Discovery Priority (Fixed):**
- Priority 1: Check sprint-status.yaml for last completed epic
- Priority 2: Ask user directly
- Priority 3: Scan stories folder (last resort)

**New Capabilities:**
- Deep story analysis: Extract dev notes, mistakes, review feedback, lessons learned
- Previous retro integration: Track action items, verify lessons applied
- Significant change detection: Alert when discoveries require epic updates
- Intent-based facilitation: Natural conversation vs scripted phrases
- Party mode protocol: Clear speaker identification (Name (Role): dialogue)
- Team dynamics: Drama, disagreements, diverse perspectives, authentic conflict

**Structure:**
- 12 whole-number steps (no decimals)
- Highly interactive with constant user engagement
- Cross-references previous retro for accountability
- Synthesizes patterns across all stories
- Detects architectural assumption changes

## Documentation

**Created:**
- `docs/document-sharding-guide.md` - Comprehensive 300+ line guide
  - What is sharding, when to use it (token thresholds)
  - How sharding works (discovery system, loading strategies)
  - Using shard-doc tool
  - Full Load vs Selective Load patterns
  - Complete examples and troubleshooting
  - Custom workflow integration patterns

**Updated:**
- `README.md` - Added Document Sharding feature section
- `docs/index.md` - Added under Advanced Topics → Optimization
- `src/modules/bmm/workflows/README.md` - Added sharding section with usage
- `src/modules/bmb/workflows/create-workflow/workflow-creation-guide.md` - Added complete implementation patterns for workflow builders

**Documentation levels:**
1. Overview (README.md) - Quick feature highlight
2. User guide (BMM workflows README) - Practical usage
3. Reference (document-sharding-guide.md) - Complete details
4. Builder guide (workflow-creation-guide.md) - Implementation patterns

## Efficiency Gains

**Example: 10-Epic Project**

Before sharding:
- epic-tech-context for Epic 3: Load all 10 epics (~50k tokens)
- create-story for Epic 3: Load all 10 epics (~50k tokens)
- story-context for Epic 3: Load all 10 epics (~50k tokens)

After sharding with selective load:
- epic-tech-context for Epic 3: Load Epic 3 only (~5k tokens) = 90% reduction
- create-story for Epic 3: Load Epic 3 only (~5k tokens) = 90% reduction
- story-context for Epic 3: Load Epic 3 only (~5k tokens) = 90% reduction

## Breaking Changes

None - fully backward compatible. Workflows work with existing whole documents.

## Files Changed

**Workflows Updated (25 files):**
- 7 Phase 1-3 workflows: Added full load sharding support
- 5 Phase 4 workflows: Added selective load sharding support
- 1 retrospective workflow: Complete overhaul with sharding support

**Documentation (5 files):**
- Created: document-sharding-guide.md
- Updated: README.md, docs/index.md, BMM workflows README, BMB workflow-creation-guide
- Removed: Old conversion report (obsolete)

## Future Extensibility

- BMB workflows now aware of sharding patterns
- Custom modules can easily implement sharding support
- Standard patterns documented for consistency
- No need to explain concept in future development
 2025-11-02 00:13:33 -05:00
Brian Madison f77babcd5e feat: major overhaul of BMM planning workflows with intent-driven discovery 
This comprehensive update transforms the Product Brief and PRD workflows from rigid template-filling exercises into adaptive, context-aware discovery processes. Changes span workflow instructions, templates, agent configurations, and supporting infrastructure.

## Product Brief Workflow (96% audit compliance)

### Intent-Driven Facilitation
- Transform from linear Q&A to natural conversational discovery
- Adaptive questioning based on project context (hobby/startup/enterprise)
- Real-time document building instead of end-of-session generation
- Skill-level aware facilitation (expert/intermediate/beginner)
- Context detection from user responses to guide exploration depth

### Living Document Approach
- Continuous template updates throughout conversation
- Progressive refinement vs batch generation
- Template-output tags aligned with discovery flow
- Better variable mapping between instructions and template

### Enhanced Discovery Areas
- Problem exploration with context-appropriate probing
- Solution vision shaping based on user's mental model
- User understanding through storytelling vs demographics
- Success metrics tailored to project type
- Ruthless MVP scope management with feature prioritization

### Template Improvements
- Added context-aware conditional sections
- Better organization of optional vs required content
- Clearer structure for different project types
- Improved reference material handling

## PRD Workflow (improved from 65% to 85%+ compliance)

### Critical Fixes
- Add missing `date: system-generated` config variable
- Fix status file extension mismatch (.yaml not .md)
- Remove 38% bloat (unused technical_decisions variables)
- Add explicit template-output tags for runtime variables

### Scale-Adaptive Intelligence
- Project type detection (API/Web App/Mobile/SaaS/etc)
- Domain complexity mapping (14 domain types)
- Automatic requirement tailoring based on detected context
- CSV-driven project type and domain knowledge base

### Separated Epic Planning
- Move epic/story breakdown to dedicated child workflow
- Create create-epics-and-stories workflow for Phase 2
- Cleaner separation: PRD defines WHAT, epics define HOW
- Updated PM agent menu with new workflow triggers

### Enhanced Requirements Coverage
- Project-type specific requirement sections (endpoints, auth, platform)
- Domain-specific considerations (healthcare compliance, fintech security)
- UX principles with interaction patterns
- Non-functional requirements with integration needs
- Technical preferences capture

### Template Restructuring
- Separate PRD template from epic planning
- Context-aware conditional sections
- Better scale level indicators (L0-L4)
- Improved reference document handling
- Clearer success criteria sections

## Architecture Workflow Updates

### Template Enhancements
- Add domain complexity context support
- Better integration with PRD outputs
- Improved technical decision capture
- Enhanced system architecture sections

### Instruction Improvements
- Reference new domain-research workflow
- Better handling of PRD inputs
- Clearer architectural decision framework

## Agent Configuration Updates

### BMad Master Agent
- Fix workflow invocation instructions
- Better fuzzy matching guidance
- Clearer menu handler documentation
- Remove workflow invention warnings

### PM Agent
- Add create-prd trigger (renamed from 'prd')
- Add create-epics-and-stories workflow trigger
- Add validate-prd workflow trigger with checklist
- Better workflow status integration

### Game Designer Agent
- Rename triggers for consistency (create-game-brief, create-gdd)
- Align with PM agent naming conventions

## New Supporting Infrastructure

### Domain Research Workflow
- New discovery workflow for domain-specific research
- Complements product brief for complex domains
- Web research integration for domain insights

### Create Epics and Stories Workflow
- Dedicated epic/story breakdown process
- Separates planning (PRD) from decomposition
- Better Epic → Story → Task hierarchy
- Acceptance criteria generation

### Data Files
- project-types.csv: 12 project type definitions with requirements
- domain-complexity.csv: 14 domain types with complexity indicators

## Quality Improvements

### Validation & Compliance
- Product Brief: 96% BMAD v6 compliance (EXCELLENT rating)
- PRD: Improved from 65% to ~85% after critical fixes
- Zero bloat in Product Brief (0%)
- Reduced PRD bloat from 38% to ~15%

### Template Variable Mapping
- All template variables explicitly populated via template-output tags
- Runtime variables properly tracked
- Config variables consistently used
- Better separation of concerns

### Web Bundle Configuration
- Complete web_bundle sections for all workflows
- Proper child workflow references
- Data file inclusions (CSV files)
- Correct bmad/-relative paths

## Breaking Changes

### File Removals
- Delete src/modules/bmm/workflows/2-plan-workflows/prd/epics-template.md
  (replaced by create-epics-and-stories child workflow)

### Workflow Trigger Changes
- PM agent: 'prd' → 'create-prd'
- PM agent: 'gdd' → 'create-gdd'
- New: 'create-epics-and-stories'
- New: 'validate-prd'

## Impact

This update significantly improves the BMM module's ability to:
- Adapt to different project types and scales
- Guide users through discovery naturally vs mechanically
- Generate higher quality planning documents
- Support complex domains with specialized knowledge
- Scale from Level 0 quick changes to Level 4 enterprise projects

The workflows now feel like collaborative discovery sessions with an expert consultant rather than form-filling exercises.
 2025-11-01 19:37:20 -05:00
Brian Madison ec111972a0 some output should be improved and not run together in chat windows 2025-10-30 08:13:18 -05:00
Brian Madison 66c66f602d all workflows can optionally run without a workflow 2025-10-27 23:51:22 -05:00
Brian Madison 92bff333b1 plan-project gone, and all level 1-3 workflows are dynamic from the workflow in suggesting what is next 2025-10-24 23:16:08 -05:00
Brian Madison b8db0806ed architecture name standardization 2025-10-20 19:01:18 -05:00
Brian Madison 2a6eb71612 massive architecture creation overhaul 2025-10-19 23:28:38 -05:00
Brian Madison d3402c3132 architecture reorganization in preparation of architecture solutioning rework 2025-10-19 15:28:33 -05:00