Merge 2ad72d7d0c into 1198c8b9b7

docs/how-to/customize-bmad.md

@@ -42,7 +42,7 @@ _bmad/_config/agents/
 Open the `.customize.yaml` file for the agent you want to modify. Every section is optional -- customize only what you need.
 
 | Section             | Behavior     | Purpose                                        |
-| ------------------ | -------- | ----------------------------------------------- |
+| ------------------- | ------------ | ---------------------------------------------- |
 | `agent.metadata`    | Replaces     | Override the agent's display name               |
 | `persona`           | Replaces     | Set role, identity, style, and principles       |
 | `memories`          | Appends      | Add persistent context the agent always recalls |
@@ -96,7 +96,7 @@ Add custom entries to the agent's display menu. Each item needs a `trigger`, a t
 ```yaml
 menu:
   - trigger: my-workflow
-    workflow: 'my-custom/workflows/my-workflow.yaml'
+    workflow: '{project-root}/my-custom/workflows/my-workflow.yaml'
     description: My custom workflow
   - trigger: deploy
     action: '#deploy-prompt'
@@ -137,7 +137,7 @@ npx bmad-method install
 The installer detects the existing installation and offers these options:
 
 | Option                | What It Does                                                        |
-| ---------------------------- | ------------------------------------------------------------------- |
+| --------------------- | ------------------------------------------------------------------- |
 | **Quick Update**      | Updates all modules to the latest version and recompiles all agents |
 | **Recompile Agents**  | Applies customizations only, without updating module files          |
 | **Modify BMad Installation** | Full installation flow for adding or removing modules        |

docs/how-to/established-projects.md

@@ -59,21 +59,9 @@ For complex projects, consider using the `document-project` workflow. It offers
 
 ## Step 3: Get Help
 
-### BMad-Help: Your Starting Point
+Get help to know what to do next based on your unique needs
 
-**Run `/bmad-help` anytime you're unsure what to do next.** This intelligent guide:
+Run `bmad-help` to get guidance when you are not sure what to do next.
-
-- Inspects your project to see what's already been done
-- Shows options based on your installed modules
-- Understands natural language queries
-
-```
-/bmad-help I have an existing Rails app, where should I start?
-/bmad-help What's the difference between quick-flow and full method?
-/bmad-help Show me what workflows are available
-```
-
-BMad-Help also **automatically runs at the end of every workflow**, providing clear guidance on exactly what to do next.
 
 ### Choosing Your Approach
 

docs/how-to/get-answers-about-bmad.md

@@ -5,48 +5,17 @@ sidebar:
   order: 4
 ---
 
-## Start Here: BMad-Help
+If you have successfully installed BMad and the BMad Method (+ other modules as needed) - the first step in getting answers is `/bmad-help`. This will answer upwards of 80% of all questions and is available to you in the IDE as you are working.
 
-**The fastest way to get answers about BMad is `/bmad-help`.** This intelligent guide will answer upwards of 80% of all questions and is available to you directly in your IDE as you work.
+## When to Use This
 
-BMad-Help is more than a lookup tool — it:
+- You have a question about how BMad works or what to do next with BMad
-- **Inspects your project** to see what's already been completed
+- You want to understand a specific agent or workflow
-- **Understands natural language** — ask questions in plain English
+- You need quick answers without waiting for Discord
-- **Varies based on your installed modules** — shows relevant options
-- **Auto-runs after workflows** — tells you exactly what to do next
-- **Recommends the first required task** — no guessing where to start
 
-### How to Use BMad-Help
+:::note[Prerequisites]
-
+An AI tool (Claude Code, Cursor, ChatGPT, Claude.ai, etc.) and either BMad installed in your project or access to the GitHub repo.
-Run it with just the slash command:
+:::
-
-```
-/bmad-help
-```
-
-Or combine it with a natural language query:
-
-```
-/bmad-help I have a SaaS idea and know all the features. Where do I start?
-/bmad-help What are my options for UX design?
-/bmad-help I'm stuck on the PRD workflow
-/bmad-help Show me what's been done so far
-```
-
-BMad-Help responds with:
-- What's recommended for your situation
-- What the first required task is
-- What the rest of the process looks like
-
----
-
-## When to Use This Guide
-
-Use this section when:
-- You want to understand BMad's architecture or internals
-- You need answers outside of what BMad-Help provides
-- You're researching BMad before installing
-- You want to explore the source code directly
 
 ## Steps
 

docs/how-to/install-bmad.md

@@ -79,18 +79,7 @@ your-project/
 
 ## Verify Installation
 
-Run `/bmad-help` to verify everything works and see what to do next.
+Run the `help` workflow (`/bmad-help` on most platforms) to verify everything works and see what to do next.
-
-**BMad-Help is your intelligent guide** that will:
-- Confirm your installation is working
-- Show what's available based on your installed modules
-- Recommend your first step
-
-You can also ask it questions:
-```
-/bmad-help I just installed, what should I do first?
-/bmad-help What are my options for a SaaS project?
-```
 
 ## Troubleshooting
 

docs/index.md

@@ -12,11 +12,7 @@ If you're comfortable working with AI coding assistants like Claude, Cursor, or
 The fastest way to understand BMad is to try it.
 
 - **[Get Started with BMad](./tutorials/getting-started.md)** — Install and understand how BMad works
-- **[Workflow Map](./reference/workflow-map.md)** — Visual overview of BMM phases, workflows, and context management
+- **[Workflow Map](./reference/workflow-map.md)** — Visual overview of BMM phases, workflows, and context management.
-
-:::tip[Just Want to Dive In?]
-Install BMad and run `/bmad-help` — it will guide you through everything based on your project and installed modules.
-:::
 
 ## How to Use These Docs
 

docs/reference/commands.md

@@ -103,29 +103,9 @@ See [Workflow Map](./workflow-map.md) for the complete workflow reference organi
 
 Tasks and tools are standalone operations that do not require an agent or workflow context.
 
-#### BMad-Help: Your Intelligent Guide
-
-**`/bmad-help`** is your primary interface for discovering what to do next. It's not just a lookup tool — it's an intelligent assistant that:
-
-- **Inspects your project** to see what's already been done
-- **Understands natural language queries** — ask questions in plain English
-- **Varies by installed modules** — shows options based on what you have
-- **Auto-invokes after workflows** — every workflow ends with clear next steps
-- **Recommends the first required task** — no guessing where to start
-
-**Examples:**
-
-```
-/bmad-help
-/bmad-help I have a SaaS idea and know all the features. Where do I start?
-/bmad-help What are my options for UX design?
-/bmad-help I'm stuck on the PRD workflow
-```
-
-#### Other Tasks and Tools
-
 | Example command | Purpose |
 | --- | --- |
+| `/bmad-help` | Context-aware guidance and next-step recommendations |
 | `/bmad-shard-doc` | Split a large markdown file into smaller sections |
 | `/bmad-index-docs` | Index project documentation |
 | `/bmad-editorial-review-prose` | Review document prose quality |

docs/reference/workflow-map.md

@@ -24,52 +24,54 @@ Final important note: Every workflow below can be run directly with your tool of
 Explore the problem space and validate ideas before committing to planning.
 
 | Workflow               | Purpose                                                                    | Produces                  |
-| ------------------------------- | -------------------------------------------------------------------------- | ------------------------- |
+| ---------------------- | -------------------------------------------------------------------------- | ------------------------- |
-| `bmad-brainstorming`            | Brainstorm Project Ideas with guided facilitation of a brainstorming coach | `brainstorming-report.md` |
+| `brainstorming`        | Brainstorm Project Ideas with guided facilitation of a brainstorming coach | `brainstorming-report.md` |
-| `bmad-bmm-research`             | Validate market, technical, or domain assumptions                          | Research findings         |
+| `research`             | Validate market, technical, or domain assumptions                          | Research findings         |
-| `bmad-bmm-create-product-brief` | Capture strategic vision                                                   | `product-brief.md`        |
+| `create-product-brief` | Capture strategic vision                                                   | `product-brief.md`        |
 
 ## Phase 2: Planning
 
 Define what to build and for whom.
 
 | Workflow           | Purpose                                  | Produces     |
-| --------------------------- | ---------------------------------------- | ------------ |
+| ------------------ | ---------------------------------------- | ------------ |
-| `bmad-bmm-create-prd`       | Define requirements (FRs/NFRs)           | `PRD.md`     |
+| `create-prd`       | Define requirements (FRs/NFRs)           | `PRD.md`     |
-| `bmad-bmm-create-ux-design` | Design user experience (when UX matters) | `ux-spec.md` |
+| `create-ux-design` | Design user experience (when UX matters) | `ux-spec.md` |
 
 ## Phase 3: Solutioning
 
 Decide how to build it and break work into stories.
 
 | Workflow                         | Purpose                                    | Produces                    |
-| ----------------------------------------- | ------------------------------------------ | --------------------------- |
+| -------------------------------- | ------------------------------------------ | --------------------------- |
-| `bmad-bmm-create-architecture`            | Make technical decisions explicit          | `architecture.md` with ADRs |
+| `create-architecture`            | Make technical decisions explicit          | `architecture.md` with ADRs |
-| `bmad-bmm-create-epics-and-stories`       | Break requirements into implementable work | Epic files with stories     |
+| `create-epics-and-stories`       | Break requirements into implementable work | Epic files with stories     |
-| `bmad-bmm-check-implementation-readiness` | Gate check before implementation           | PASS/CONCERNS/FAIL decision |
+| `check-implementation-readiness` | Gate check before implementation           | PASS/CONCERNS/FAIL decision |
 
 ## Phase 4: Implementation
 
-Build it, one story at a time. Coming soon, full phase 4 automation!
+Build it, one story at a time.
 
 | Workflow          | Purpose                                | Produces                      |
-| -------------------------- | ------------------------------------------------------------------------ | -------------------------------- |
+| ----------------- | -------------------------------------- | ----------------------------- |
-| `bmad-bmm-sprint-planning` | Initialize tracking (once per project to sequence the dev cycle)         | `sprint-status.yaml`             |
+| `sprint-planning` | Initialize tracking (once per project) | `sprint-status.yaml`          |
-| `bmad-bmm-create-story`    | Prepare next story for implementation                                    | `story-[slug].md`                |
+| `create-story`    | Prepare next story for implementation  | `story-[slug].md`             |
-| `bmad-bmm-dev-story`       | Implement the story                                                      | Working code + tests             |
+| `dev-story`       | Implement the story                    | Working code + tests          |
-| `bmad-bmm-code-review`     | Validate implementation quality                                          | Approved or changes requested    |
+| `automate` (QA)   | Generate tests for existing features   | Test suite                    |
-| `bmad-bmm-correct-course`  | Handle significant mid-sprint changes                                    | Updated plan or re-routing       |
+| `code-review`     | Validate implementation quality        | Approved or changes requested |
-| `bmad-bmm-automate`        | Generate tests for existing features - Use after a full epic is complete | End to End UI Focused Test suite |
+| `correct-course`  | Handle significant mid-sprint changes  | Updated plan or re-routing    |
-| `bmad-bmm-retrospective`   | Review after epic completion                                             | Lessons learned                  |
+| `retrospective`   | Review after epic completion           | Lessons learned               |
+
+**Quinn (QA Agent):** Built-in QA agent for test automation. Trigger with `QA` or `bmad-bmm-qa-automate`. Generates standard API and E2E tests using your project's test framework. Beginner-friendly, no configuration needed. For advanced test strategy, install [Test Architect (TEA)](https://bmad-code-org.github.io/bmad-method-test-architecture-enterprise/) module.
 
 ## Quick Flow (Parallel Track)
 
 Skip phases 1-3 for small, well-understood work.
 
 | Workflow     | Purpose                                    | Produces                                      |
-| --------------------- | ------------------------------------------ | --------------------------------------------- |
+| ------------ | ------------------------------------------ | --------------------------------------------- |
-| `bmad-bmm-quick-spec` | Define an ad-hoc change                    | `tech-spec.md` (story file for small changes) |
+| `quick-spec` | Define an ad-hoc change                    | `tech-spec.md` (story file for small changes) |
-| `bmad-bmm-quick-dev`  | Implement from spec or direct instructions | Working code + tests                          |
+| `quick-dev`  | Implement from spec or direct instructions | Working code + tests                          |
 
 ## Context Management
 
@@ -78,12 +80,43 @@ Each document becomes context for the next phase. The PRD tells the architect wh
 ### Project Context
 
 :::tip[Recommended]
-Create `project-context.md` to ensure AI agents follow your project's rules and preferences. This file works like a constitution for your project — it guides implementation decisions across all workflows. This optional file can be generated at the end of Architecture Creation, or in an existing project it can be generated also to capture whats important to keep aligned with current conventions.
+Create `project-context.md` to ensure AI agents follow your project's rules and preferences. This file works like a constitution for your project — it guides implementation decisions across all workflows.
 :::
 
+**When to create it:**
+
+| Scenario | Approach |
+|----------|----------|
+| Before architecture (manual) | Document technical preferences you want the architect to respect |
+| After architecture | Generate it to capture decisions made during solutioning |
+| Existing projects | Run `generate-project-context` to discover established patterns |
+| Quick Flow | Create before `quick-dev` to ensure consistent implementation |
+
 **How to create it:**
 
 - **Manually** — Create `_bmad-output/project-context.md` with your technology stack and implementation rules
 - **Generate it** — Run `/bmad-bmm-generate-project-context` to auto-generate from your architecture or codebase
 
+**What workflows load it:**
+
+| Workflow | Purpose |
+|----------|---------|
+| `create-architecture` | Respects technical preferences when designing |
+| `create-story` | Informs story creation with project patterns |
+| `dev-story` | Guides implementation decisions |
+| `code-review` | Validates against project standards |
+| `quick-dev` | Applies patterns when implementing |
+
 [**Learn more about project-context.md**](../explanation/project-context.md)
+
+### Additional Context by Workflow
+
+Beyond `project-context.md`, each workflow loads specific documents:
+
+| Workflow | Also Loads |
+|----------|------------|
+| `create-story` | epics, PRD, architecture, UX |
+| `dev-story` | story file |
+| `code-review` | architecture, story file |
+| `quick-spec` | planning docs (if exist) |
+| `quick-dev` | tech-spec |

docs/tutorials/getting-started.md

@@ -8,7 +8,6 @@ Build software faster using AI-powered workflows with specialized agents that gu
 ## What You'll Learn
 
 - Install and initialize BMad Method for a new project
-- Use **BMad-Help** — your intelligent guide that knows what to do next
 - Choose the right planning track for your project size
 - Progress through phases from requirements to working code
 - Use agents and workflows effectively
@@ -20,46 +19,11 @@ Build software faster using AI-powered workflows with specialized agents that gu
 - **A project idea** — Even a simple one works for learning
 :::
 
-:::tip[The Easiest Path]
+:::tip[Quick Path]
 **Install** → `npx bmad-method install`
-**Ask** → `/bmad-help what should I do first?`
+**Plan** → PM creates PRD, Architect creates architecture
-**Build** → Let BMad-Help guide you workflow by workflow
+**Build** → SM manages sprints, DEV implements stories
-:::
+**Fresh chats** for each workflow to avoid context issues.
-
-## Meet BMad-Help: Your Intelligent Guide
-
-**BMad-Help is the fastest way to get started with BMad.** You don't need to memorize workflows or phases — just ask, and BMad-Help will:
-
-- **Inspect your project** to see what's already been done
-- **Show your options** based on which modules you have installed
-- **Recommend what's next** — including the first required task
-- **Answer questions** like "I have a SaaS idea, where do I start?"
-
-### How to Use BMad-Help
-
-Run it in your AI IDE with just the slash command:
-
-```
-/bmad-help
-```
-
-Or combine it with a question for context-aware guidance:
-
-```
-/bmad-help I have an idea for a SaaS product, I already know all the features I want. where do I get started?
-```
-
-BMad-Help will respond with:
-- What's recommended for your situation
-- What the first required task is
-- What the rest of the process looks like
-
-### It Powers Workflows Too
-
-BMad-Help doesn't just answer questions — **it automatically runs at the end of every workflow** to tell you exactly what to do next. No guessing, no searching docs — just clear guidance on the next required workflow.
-
-:::tip[Start Here]
-After installing BMad, run `/bmad-help` immediately. It will detect what modules you have installed and guide you to the right starting point for your project.
 :::
 
 ## Understanding BMad
@@ -101,15 +65,7 @@ The installer creates two folders:
 - `_bmad/` — agents, workflows, tasks, and configuration
 - `_bmad-output/` — empty for now, but this is where your artifacts will be saved
 
-:::tip[Your Next Step]
+Open your AI IDE in the project folder. Run the `help` workflow (`/bmad-help`) to see what to do next — it detects what you've completed and recommends the next step.
-Open your AI IDE in the project folder and run:
-
-```
-/bmad-help
-```
-
-BMad-Help will detect what you've completed and recommend exactly what to do next. You can also ask it questions like "What are my options?" or "I have a SaaS idea, where should I start?"
-:::
 
 :::note[How to Load Agents and Run Workflows]
 Each workflow has a **slash command** you run in your IDE (e.g., `/bmad-bmm-create-prd`). Running a workflow command automatically loads the appropriate agent — you don't need to load agents separately. You can also load an agent directly for general conversation (e.g., `/bmad-agent-bmm-pm` for the PM agent).
@@ -220,8 +176,8 @@ your-project/
 ## Quick Reference
 
 | Workflow                         | Command                                    | Agent     | Purpose                              |
-| ------------------------------------- | ------------------------------------------ | --------- | ----------------------------------------------- |
+| -------------------------------- | ------------------------------------------ | --------- | ------------------------------------ |
-| **`help`** ⭐                         | `/bmad-help`                               | Any       | **Your intelligent guide — ask anything!**      |
+| `help`                           | `/bmad-help`                               | Any       | Get guidance on what to do next      |
 | `prd`                            | `/bmad-bmm-create-prd`                     | PM        | Create Product Requirements Document |
 | `create-architecture`            | `/bmad-bmm-create-architecture`            | Architect | Create architecture document         |
 | `generate-project-context`       | `/bmad-bmm-generate-project-context`       | Analyst   | Create project context file          |
@@ -248,26 +204,16 @@ Not strictly. Once you learn the flow, you can run workflows directly using the
 
 ## Getting Help
 
-:::tip[First Stop: BMad-Help]
-**Run `/bmad-help` anytime** — it's the fastest way to get unstuck. Ask it anything:
-- "What should I do after installing?"
-- "I'm stuck on workflow X"
-- "What are my options for Y?"
-- "Show me what's been done so far"
-
-BMad-Help inspects your project, detects what you've completed, and tells you exactly what to do next.
-:::
-
 - **During workflows** — Agents guide you with questions and explanations
 - **Community** — [Discord](https://discord.gg/gk8jAdXWmj) (#bmad-method-help, #report-bugs-and-issues)
+- **Stuck?** — Run `help` (`/bmad-help`) to see what to do next
 
 ## Key Takeaways
 
 :::tip[Remember These]
-- **Start with `/bmad-help`** — Your intelligent guide that knows your project and options
 - **Always use fresh chats** — Start a new chat for each workflow
 - **Track matters** — Quick Flow uses quick-spec; Method/Enterprise need PRD and architecture
-- **BMad-Help runs automatically** — Every workflow ends with guidance on what's next
+- **Use `help` (`/bmad-help`) when stuck** — It detects your progress and suggests next steps
 :::
 
-Ready to start? Install BMad, run `/bmad-help`, and let your intelligent guide lead the way.
+Ready to start? Install BMad and let the agents guide you through your first project.

src/bmm/workflows/1-analysis/research/domain-steps/step-06-research-synthesis.md

@@ -373,7 +373,6 @@ _This comprehensive research document serves as an authoritative reference on {{
 
 #### If 'C' (Complete Research):
 
-- **Replace** the template placeholder `[Research overview and methodology will be appended here]` in the `## Research Overview` section near the top of the document with a concise 2-3 paragraph overview summarizing the research scope, key findings, and a pointer to the full executive summary in the Research Synthesis section
 - Append the complete document to the research file
 - Update frontmatter: `stepsCompleted: [1, 2, 3, 4, 5]`
 - Complete the domain research workflow
@@ -381,7 +380,7 @@ _This comprehensive research document serves as an authoritative reference on {{
 
 ## APPEND TO DOCUMENT:
 
-When user selects 'C', append the complete comprehensive research document using the full structure above. Also replace the `[Research overview and methodology will be appended here]` placeholder in the Research Overview section at the top of the document.
+When user selects 'C', append the complete comprehensive research document using the full structure above.
 
 ## SUCCESS METRICS:
 

src/bmm/workflows/1-analysis/research/market-steps/step-06-research-completion.md

@@ -389,14 +389,13 @@ _This comprehensive market research document serves as an authoritative market r
 
 #### If 'C' (Complete Research):
 
-- **Replace** the template placeholder `[Research overview and methodology will be appended here]` in the `## Research Overview` section near the top of the document with a concise 2-3 paragraph overview summarizing the research scope, key findings, and a pointer to the full executive summary in the Research Synthesis section
 - Append the final content to the research document
 - Update frontmatter: `stepsCompleted: [1, 2, 3, 4]`
 - Complete the market research workflow
 
 ## APPEND TO DOCUMENT:
 
-When user selects 'C', append the content directly to the research document using the structure from step 4. Also replace the `[Research overview and methodology will be appended here]` placeholder in the Research Overview section at the top of the document.
+When user selects 'C', append the content directly to the research document using the structure from step 4.
 
 ## SUCCESS METRICS:
 

src/bmm/workflows/1-analysis/research/technical-steps/step-06-research-synthesis.md

@@ -416,7 +416,6 @@ _This comprehensive technical research document serves as an authoritative techn
 
 #### If 'C' (Complete Research):
 
-- **Replace** the template placeholder `[Research overview and methodology will be appended here]` in the `## Research Overview` section near the top of the document with a concise 2-3 paragraph overview summarizing the research scope, key findings, and a pointer to the full executive summary in the Research Synthesis section
 - Append the complete technical document to the research file
 - Update frontmatter: `stepsCompleted: [1, 2, 3, 4, 5, 6]`
 - Complete the technical research workflow
@@ -424,7 +423,7 @@ _This comprehensive technical research document serves as an authoritative techn
 
 ## APPEND TO DOCUMENT:
 
-When user selects 'C', append the complete comprehensive technical research document using the full structure above. Also replace the `[Research overview and methodology will be appended here]` placeholder in the Research Overview section at the top of the document.
+When user selects 'C', append the complete comprehensive technical research document using the full structure above.
 
 ## SUCCESS METRICS:
 

src/core/tasks/help.md

@@ -9,7 +9,6 @@ description: Get unstuck by showing what workflow steps come next or answering q
 
 - **Empty `phase` = anytime** — Universal tools work regardless of workflow state
 - **Numbered phases indicate sequence** — Phases like `1-discover` → `2-define` → `3-build` → `4-ship` flow in order (naming varies by module)
-- **Phase with no Required Steps** - If an entire phase has no required, true items, the entire phase is optional. If it is sequentially before another phase, it can be recommended, but always be clear with the use what the true next required item is.
 - **Stay in module** — Guide through the active module's workflow based on phase+sequence ordering
 - **Descriptions contain routing** — Read for alternate paths (e.g., "back to previous if fixes needed")
 - **`required=true` blocks progress** — Required workflows must complete before proceeding to later phases
@@ -53,7 +52,7 @@ Determine what was just completed:
 
 ## EXECUTION
 
-1. **Load catalog** — Load `_bmad/_config/bmad-help.csv`
+1. **Load catalog** — Load `{project-root}/_bmad/_config/bmad-help.csv`
 
 2. **Resolve output locations and config** — Scan each folder under `_bmad/` (except `_config`) for `config.yaml`. For each workflow row, resolve its `output-location` variables against that module's config so artifact paths can be searched. Also extract `communication_language` and `project_knowledge` from each scanned module's config.
 

tools/cli/installers/lib/ide/codex.js

@@ -23,9 +23,9 @@ class CodexSetup extends BaseIdeSetup {
    * @returns {Object} Collected configuration
    */
   async collectConfiguration(options = {}) {
-    // Non-interactive mode: use default (project) - recommended for real work
+    // Non-interactive mode: use default (global)
     if (options.skipPrompts) {
-      return { installLocation: options.codexLocation || 'project' };
+      return { installLocation: 'global' };
     }
 
     let confirmed = false;