BMAD-METHOD/WDS-V6-CONVERSION-ROADMAP.md

623 lines
20 KiB
Markdown

# WDS v6 Conversion Roadmap
**Document Purpose:** Complete record of all decisions, context, and progress for converting Whiteport Design Studio to BMad Method v6 format. This document allows continuation of work if the conversation is lost.
**Created:** December 2, 2025
**Last Updated:** December 2, 2025
**Status:** In Progress - Foundation Phase
---
## Table of Contents
1. [Project Overview](#1-project-overview)
2. [Key Decisions Made](#2-key-decisions-made)
3. [Repository Setup](#3-repository-setup)
4. [Module Architecture](#4-module-architecture)
5. [Output Folder Structure](#5-output-folder-structure)
6. [Design Philosophy](#6-design-philosophy)
7. [Development Order](#7-development-order)
8. [Files Created So Far](#8-files-created-so-far)
9. [Next Steps](#9-next-steps)
10. [Reference Information](#10-reference-information)
---
## 1. Project Overview
### What is WDS?
**Whiteport Design Studio (WDS)** is a design-focused methodology module for the BMad Method ecosystem. It provides a complete UX/UI design workflow from product exploration through detailed component specifications.
### Origin
WDS evolves from **Whiteport Sketch-to-Code (WPS2C)**, a BMad v4 "expansion pack." The v6 conversion transforms it into a proper BMad module following v6 architecture.
### Core Purpose
WDS focuses **exclusively on design** - it creates the design artifacts that feed into development modules like BMad Method (BMM). WDS does NOT include development/backlog functionality.
### Integration Model
```
WDS (Design) ────────► E-UI-Roadmap/ ────────► BMM (Development)
│ │ │
│ Creates: │ Bridge: │ Consumes:
│ • Product Brief │ • Priority mapping │ • Architecture
│ • Trigger Map │ • Technical notes │ • Stories
│ • Scenarios │ • Handoff checklist │ • Implementation
│ • PRD │ │
│ • Design System │ │
```
---
## 2. Key Decisions Made
### 2.1 Module Name
**Decision:** Whiteport Design Studio (WDS)
**Alternatives Considered:**
- BMad Design Studio
- BMad UX
**Reasoning:** Preserve brand identity, acknowledge contribution origin, maintain "Whiteport" recognition.
### 2.2 Repository Approach
**Decision:** Fork BMad-METHOD repository
**Alternatives Considered:**
- Standalone repository
- Rename existing WPS2C repo
**Reasoning:**
- Maximum adoption through BMad ecosystem
- Path to official module status via PR
- Shared core infrastructure
- Automatic ecosystem integration
**Fork Details:**
- Origin: `https://github.com/whiteport-collective/whiteport-design-studio.git`
- Upstream: `https://github.com/bmad-code-org/BMAD-METHOD.git`
### 2.3 Working Branch
**Decision:** Work directly on `main` branch
**Reasoning:**
- Simpler workflow during development
- WDS is substantial addition, not small tweak
- Fork effectively becomes WDS home
- Will switch to feature branches after official adoption
### 2.4 Workflow Approach
**Decision:** Phase-selectable (not rigid tracks)
**Description:** Users select individual phases based on project needs rather than choosing from predefined tracks.
**Examples:**
- Landing page → Phases 1, 4, 5
- Full product → All 6 phases
- Design system only → Phases 4, 5
### 2.5 Development Handoff
**Decision:** No development artifacts in WDS
**Description:** WDS creates design artifacts only. Development (backlog, stories, architecture) handled by BMM. `E-UI-Roadmap/` serves as the integration bridge.
### 2.6 README Convention
**Decision:** One README.md per repository
**Convention:** Only `README.md` at module root; all other documentation uses `xxx-guide.md` naming pattern.
**Examples:**
-`wds/README.md` (only one)
-`wds/docs/method/wds-method-guide.md`
-`wds/docs/quick-start-guide.md`
-`wds/docs/README.md` (not allowed)
-`wds/examples/README.md` (not allowed)
---
## 3. Repository Setup
### 3.1 Local Path
```
C:\dev\WDS\whiteport-design-studio
```
### 3.2 Git Remotes
```
origin → https://github.com/whiteport-collective/whiteport-design-studio.git
upstream → https://github.com/bmad-code-org/BMAD-METHOD.git
```
### 3.3 Syncing with Upstream
```bash
git fetch upstream
git merge upstream/main
git push origin main
```
---
## 4. Module Architecture
### 4.1 Module Location
```
src/modules/wds/
```
### 4.2 Folder Structure
```
src/modules/wds/
├── _module-installer/ # Installation configuration
│ └── install-config.yaml # TO CREATE
├── agents/ # WDS agents (v6 YAML format) - Norse Pantheon
│ ├── saga-analyst.agent.yaml # Saga-Analyst - TO CREATE
│ ├── freyja-pm.agent.yaml # Freyja-PM - TO CREATE
│ └── baldr-ux.agent.yaml # Baldr-UX - TO CREATE
├── workflows/ # Phase workflows
│ ├── 0-init/ # Entry point - TO CREATE
│ ├── 1-product-exploration/ # Phase 1 - TO CREATE
│ ├── 2-user-research/ # Phase 2 - TO CREATE
│ ├── 3-requirements/ # Phase 3 - TO CREATE
│ ├── 4-conceptual-design/ # Phase 4 - TO CREATE
│ ├── 5-component-design/ # Phase 5 - TO CREATE
│ └── 6-dev-integration/ # Phase 6 - TO CREATE
├── data/ # Standards, frameworks
│ ├── presentations/ # Agent intro presentations
│ ├── positioning-framework.md # ICP framework - TO CREATE
│ └── ...
├── docs/ # Documentation (xxx-guide.md)
│ ├── method/ # Methodology guides
│ │ ├── wds-method-guide.md # Main overview - TO CREATE
│ │ └── phase-guides/ # Per-phase guides - TO CREATE
│ └── images/ # Diagrams, visuals
├── examples/ # Example projects
│ ├── dog-week-patterns/ # Full reference implementation
│ ├── conversation-examples/ # Dialog flow examples
│ └── starter-project/ # Try-it-yourself project
├── reference/ # Templates, checklists
│ ├── templates/ # Document templates
│ └── checklists/ # Phase completion checklists
├── teams/ # Team configurations
└── README.md # Module entry point ✅ CREATED
```
### 4.3 Agents - The Norse Pantheon 🏔️
| Agent | File | Role | Norse Meaning | Status |
|-------|------|------|---------------|--------|
| **Saga-Analyst** | `saga-analyst.agent.yaml` | Business & Product Analyst | Goddess of stories & wisdom | TO CREATE |
| **Freyja-PM** | `freyja-pm.agent.yaml` | Product Manager | Goddess of love, war & strategy | TO CREATE |
| **Baldr-UX** | `baldr-ux.agent.yaml` | UX/UI Designer | God of light & beauty | TO CREATE |
**Why Norse Mythology + Role Suffix?**
- Distinctive and memorable mythology names
- Role suffix makes function immediately clear
- Not too obvious (avoided Thor, Odin)
- Creates unique WDS brand identity
---
## 5. Output Folder Structure
### 5.1 The A-B-C-D-E Convention
WDS creates an alphabetized folder structure in the user's project `docs/` folder:
```
docs/
├── A-Product-Brief/ # Phase 1 outputs
├── B-Trigger-Map/ # Phase 2 outputs
├── C-Scenarios/ # Phase 4 outputs
├── D-PRD/ # Phase 3 outputs
├── D-Design-System/ # Phase 5 outputs
└── E-UI-Roadmap/ # Phase 6 outputs (dev bridge)
```
### 5.2 Why Alphabetical Prefix?
| Reason | Benefit |
|--------|---------|
| Visual namespace | Clearly grouped in file explorers |
| Brand signature | "A-B-C-D-E = WDS" recognition |
| Non-conflicting | Won't clash with other docs folders |
| Natural sort | Always grouped together |
| Professional | Enterprise documentation feel |
### 5.3 Phase-to-Folder Mapping
| Phase | # | Name | Output Folder |
|-------|---|------|---------------|
| 1 | Product Exploration | Strategic foundation | `A-Product-Brief/` |
| 2 | User Research | Personas, business goals | `B-Trigger-Map/` |
| 3 | Requirements | Functional & technical | `D-PRD/` |
| 4 | Conceptual Design | Scenarios, sketches | `C-Scenarios/` |
| 5 | Component Design | Design system | `D-Design-System/` |
| 6 | Dev Integration | Handoff bridge | `E-UI-Roadmap/` |
### 5.4 E-UI-Roadmap Contents
The integration bridge folder contains:
```
E-UI-Roadmap/
├── ui-roadmap-guide.md # Overview
├── priority-sequence.md # What to build first
├── scenario-mapping.md # Scenarios → Dev order
├── component-inventory.md # All components needed
├── technical-notes.md # Design constraints
└── open-questions.md # For dev team to decide
```
---
## 6. Design Philosophy
### 6.1 Core Principles
#### Principle 1: Soft Language
**Instead of:** "MUST", "FORBIDDEN", "NEVER", "SYSTEM FAILURE"
**Use:** Collaborative, identity-based guidance
**Reasoning:** User experience shows that harsh enforcement language makes agents MORE likely to ignore instructions, not less.
**Example - Before:**
```markdown
## MANDATORY RULES
- 🛑 NEVER generate without input
- 🚫 FORBIDDEN: Multiple questions
- ❌ SYSTEM FAILURE if you skip
```
**Example - After:**
```markdown
## How We Work Together
You're a thoughtful guide who helps designers create great products.
Your rhythm:
- Ask one question, then listen
- Reflect back what you heard
- Build the document together
```
#### Principle 2: Show, Don't Tell
**Instead of:** Explaining rules
**Use:** Concrete examples
**Reasoning:** People (and LLMs) learn better from examples than abstract rules.
**Implementation:**
- Complete artifacts as examples (not rule descriptions)
- Conversation flow examples
- Dog Week as reference implementation
#### Principle 3: Example Projects for Adoption
**Purpose:**
- Let people try before adopting
- Show what success looks like
- Lower barrier to entry
- Build credibility
**Implementation:**
- Dog Week patterns as full reference
- Starter project for practice
- Conversation examples showing dialog flow
### 6.2 Known Problems to Mitigate
| Problem | Observed Behavior | WDS Solution |
|---------|-------------------|--------------|
| Agents ignore instructions | Generate without thinking | Identity-based personas + examples |
| Inconsistent output formats | Specs look different each time | Complete template examples |
| Question dumping | 20 questions at once | Conversation examples showing one-at-a-time |
### 6.3 Instruction Style
**Identity-First:**
```markdown
## Who You Are
You're Mary, a thoughtful business analyst who genuinely cares
about understanding the product before documenting it.
You prefer deep conversations over quick surveys. You ask one
thing at a time because you're actually listening.
```
**Experience-Focused:**
```markdown
## The Conversation Style
A good session feels like coffee with a wise mentor:
- They ask something interesting
- You share your thinking
- They reflect it back
- Together you discover something new
```
**Gentle Reminders:**
```markdown
## Helpful Patterns
What works well:
- One question at a time keeps things focused
- Reflecting back shows you're listening
What to avoid:
- Listing many questions (feels like a survey)
- Generating without checking in
```
---
## 7. Development Order
### 7.1 Chosen Approach: Methodology-First
**Order:**
1. Define the methodology (phases, outputs, connections)
2. Create workflows that implement the methodology
3. Create agents that guide users through workflows
4. Create examples that demonstrate the methodology
**Reasoning:**
- The methodology IS the product
- Agents serve the methodology, not vice versa
- User is crystal clear on the workflow (already proven in WPS2C v4)
- Not inventing new process, porting existing one
### 7.2 Detailed Order
#### Phase 1: Define the Methodology
| Order | Component | File | Status |
|-------|-----------|------|--------|
| 1 | Method Overview | `docs/method/wds-method-guide.md` | ✅ CREATED |
| 2 | Phase 1 Guide | `docs/method/phase-1-exploration-guide.md` | TO CREATE |
| 3 | Phase 2 Guide | `docs/method/phase-2-research-guide.md` | TO CREATE |
| 4 | Phase 3 Guide | `docs/method/phase-3-requirements-guide.md` | TO CREATE |
| 5 | Phase 4 Guide | `docs/method/phase-4-conceptual-guide.md` | TO CREATE |
| 6 | Phase 5 Guide | `docs/method/phase-5-components-guide.md` | TO CREATE |
| 7 | Phase 6 Guide | `docs/method/phase-6-integration-guide.md` | TO CREATE |
#### Phase 2: Create Examples
| Order | Component | Location | Status |
|-------|-----------|----------|--------|
| 8 | Dog Week Examples | `examples/dog-week-patterns/` | TO CREATE |
| 9 | Conversation Examples | `examples/conversation-examples/` | TO CREATE |
| 10 | Starter Project | `examples/starter-project/` | TO CREATE |
#### Phase 3: Create Workflows
| Order | Component | Location | Status |
|-------|-----------|----------|--------|
| 11 | workflow-init | `workflows/0-init/` | TO CREATE |
| 12 | Phase Workflows | `workflows/1-6/` | TO CREATE |
#### Phase 4: Create Agents (The Norse Pantheon)
| Order | Component | File | Status |
|-------|-----------|------|--------|
| 13 | Saga-Analyst | `agents/saga-analyst.agent.yaml` | TO CREATE |
| 14 | Freyja-PM | `agents/freyja-pm.agent.yaml` | TO CREATE |
| 15 | Baldr-UX | `agents/baldr-ux.agent.yaml` | TO CREATE |
#### Phase 5: Finalize
| Order | Component | File | Status |
|-------|-----------|------|--------|
| 16 | Install Config | `_module-installer/install-config.yaml` | TO CREATE |
| 17 | Teams | `teams/` | TO CREATE |
---
## 8. Files Created So Far
### 8.1 Repository Root
| File | Purpose | Status |
|------|---------|--------|
| `README.md` | Fork overview, WDS contribution explanation | ✅ CREATED |
| `WDS-V6-CONVERSION-ROADMAP.md` | This document | ✅ CREATED |
### 8.2 Module Structure
| Path | Purpose | Status |
|------|---------|--------|
| `src/modules/wds/` | Module root | ✅ CREATED |
| `src/modules/wds/README.md` | Module entry point | ✅ CREATED |
| `src/modules/wds/_module-installer/` | Install config folder | ✅ CREATED (empty) |
| `src/modules/wds/agents/` | Agents folder | ✅ CREATED (empty) |
| `src/modules/wds/workflows/` | Workflows folder | ✅ CREATED (empty) |
| `src/modules/wds/data/` | Data folder | ✅ CREATED (empty) |
| `src/modules/wds/data/presentations/` | Agent presentations | ✅ CREATED (empty) |
| `src/modules/wds/docs/` | Documentation folder | ✅ CREATED (empty) |
| `src/modules/wds/docs/method/` | Methodology guides | ✅ CREATED (empty) |
| `src/modules/wds/docs/images/` | Images folder | ✅ CREATED (empty) |
| `src/modules/wds/examples/` | Examples folder | ✅ CREATED (empty) |
| `src/modules/wds/examples/dog-week-patterns/` | Dog Week examples | ✅ CREATED (empty) |
| `src/modules/wds/reference/` | Reference materials | ✅ CREATED (empty) |
| `src/modules/wds/reference/templates/` | Templates | ✅ CREATED (empty) |
| `src/modules/wds/reference/checklists/` | Checklists | ✅ CREATED (empty) |
| `src/modules/wds/teams/` | Team configs | ✅ CREATED (empty) |
---
## 9. Next Steps
### Immediate Next Action
**Create `wds-method-guide.md`** - The methodology overview document
This will include:
- Overview of the 6 phases
- What each phase produces
- When to use each phase
- How phases connect
- The A-B-C-D-E folder structure
- Links to examples (not rules)
### Short-term Roadmap
1. [x] Create `wds-method-guide.md`
2. [ ] Create phase guide for each phase (6 files)
3. [ ] Port Dog Week examples to `examples/dog-week-patterns/`
4. [ ] Create conversation examples
5. [ ] Create workflow-init workflow
6. [ ] Create first phase workflow (Phase 1)
7. [ ] Create first agent (Saga-Analyst)
### Commit Checkpoint
After creating methodology docs, commit with message:
```
feat(wds): Add WDS methodology documentation
- Add wds-method-guide.md with 6-phase overview
- Add phase-specific guides
- Establish show-don't-tell documentation approach
```
---
## 10. Reference Information
### 10.1 Open Design Decisions
**To resolve during porting Phase 1 & 2:**
| Decision | Options | Resolve When |
|----------|---------|--------------|
| **ICP/Positioning placement** | Phase 1 as hypothesis → Phase 2 validates, OR fully in Phase 2 | Porting Phase 1-2 |
| **Prioritization Reasoning** | Formal step with output, OR internal thinking process | Porting Phase 2 |
| **Business Goals flow** | Initial in Brief → Refined in Trigger Map, OR single location | Porting Phase 1-2 |
**Context:** The Trigger Mapping (Effect Mapping) methodology is very strong. The prioritization reasoning step (column-by-column) is specifically valuable for generating product ideas but may not need formal documentation.
---
### 10.2 Product Positioning Framework
To be included in WDS workflows (stored in memory, ID: 11785915):
**Positioning Statement Format:**
```
For (target customer)
Who (statement of need or opportunity)
And want (statement of experience expectations)
The (product/service name)
Is (product category)
That (statement of key benefits)
Unlike (primary competitive alternative)
Our product (statement of primary differentiators)
```
**ICP Framework (8 Components):**
1. My ICP (Who I Serve Best)
2. My Positioning (How I'm Different)
3. The Outcomes I Drive
4. My Offerings (What I Sell)
5. Social Proof (Who Can Vouch)
6. My Frameworks/Models/Tools (How I Work)
7. The Pains My ICP Articulates (Triggers/Frustrations)
8. Pricing Anchoring (Cost of Inaction, Bad Hire, % Revenue, Speed)
**CTA Elements:**
- Website link
- Discovery call link
- Newsletter subscription
- Social follows
- Events attending
### 10.2 BMad v6 Resources
| Resource | Location |
|----------|----------|
| BMM Module | `src/modules/bmm/` |
| BMB Builder | `src/modules/bmb/` |
| CIS Module | `src/modules/cis/` |
| Agent Schema | `src/modules/bmb/docs/agents/` |
| Workflow Docs | `src/modules/bmb/docs/workflows/` |
### 10.3 Original WPS2C
| Resource | Location |
|----------|----------|
| WPS2C Repo | `C:\dev\whiteport-sketch-to-code-bmad-expansion` |
| Method Overview | `Method/00-Whiteport-Method.md` |
| Agents (v4 format) | `bmad-whiteport-sketch/agents/` |
### 10.4 Dog Week Project
| Resource | Location |
|----------|----------|
| Project Root | `C:\dev\dogweek\dogweek-dev` |
| Product Brief | `docs/A-Product-Brief/` |
| Trigger Map | `docs/B-Trigger-Map/` |
| Scenarios | `docs/C-Scenarios/` |
| PRD | `docs/D-PRD/` |
---
## Conversation Summary
### Key Discussion Points
1. **Fork vs Standalone:** Decided on fork for maximum adoption
2. **Module Name:** Whiteport Design Studio (WDS) to preserve brand
3. **Branch Strategy:** Work on main, switch to feature branches after adoption
4. **Folder Structure:** A-B-C-D-E alphabetical prefix for visual namespace
5. **Phase Approach:** Phase-selectable (not rigid tracks)
6. **Scope:** Design only, no development/backlog (handled by BMM)
7. **E-UI-Roadmap:** Integration bridge to development modules
8. **Development Order:** Methodology-first approach
9. **Language Style:** Soft, collaborative (not MUST/FORBIDDEN)
10. **Teaching Style:** Show, don't tell (examples over rules)
### User's Stated Experience
- WPS2C v4 works well, proven methodology
- Strong language (MUST/FORBIDDEN) makes agents ignore instructions
- Softer language gets better compliance
- Examples work better than rules
- Agents tend to question-dump (20 questions at once)
- Output format inconsistency is a problem
### Design Philosophy Established
1. Soft language by design
2. Show, don't tell (examples over explanations)
3. Example projects for adoption/training
4. Identity-based agent personas
5. Conversation examples showing dialog flow
---
**End of Roadmap Document**
*To continue: Open this document, review "Next Steps" section, and proceed with creating `wds-method-guide.md`*