427 lines
12 KiB
Markdown
427 lines
12 KiB
Markdown
# PR #784 Implementation Plan
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## Agent Handoff Workflows for Context Preservation
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**Status:** Implementation Plan (Setup Phase)
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**Branch:** feature/add-bmad-handoff-workflows-784
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**PR Number:** 784
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**Author:** Sallvainian
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**Date:** 2025-10-21
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---
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## Executive Summary
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PR #784 adds a comprehensive **Agent Handoff System** to BMAD Core, enabling seamless context preservation between AI agent sessions through two production-ready workflows:
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1. **`/handoff`** - Create and save comprehensive context to Serena
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2. **`/handoff-receive`** - Load and display actionable handoff summary
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**Files Added:** 11
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**Total Lines:** 2,179
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**Dependencies:** Serena MCP
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**Status:** Ready for integration
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---
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## Feature Overview
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### Problem Statement
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Complex BMAD workflows spanning multiple agent sessions lose context between sessions:
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- Next agent doesn't know what was just completed
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- Key files and context not readily available
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- Success criteria unclear
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- Manual context reconstruction wastes time
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### Solution
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Two production-ready workflows that work together to preserve and restore complete context with intelligent handoff selection, timestamped collision-proof naming, and comprehensive error handling.
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---
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## Architecture
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### Workflow 1: `/handoff` (Create Handoff)
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**Purpose:** Create comprehensive handoff memory and save to Serena
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**Flow:**
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1. Validate workflow status file exists and has required fields
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2. Read workflow status and extract metadata (PROJECT_NAME, CURRENT_PHASE, NEXT_AGENT, NEXT_COMMAND)
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3. Extract completed work from status file or infer from context
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4. Activate Serena project
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5. Validate required fields present
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6. Generate structured handoff document with:
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- Work just completed
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- Current project state
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- Task for next agent
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- Key context (3-5 critical items)
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- Files to review (categorized)
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- Success criteria
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- Next steps
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7. Save to Serena with timestamped collision-proof name: `[agent]-handoff-YYYY-MM-DD-HHmmss`
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8. Output ready-to-use prompt for next session
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**Key Features:**
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- Comprehensive metadata extraction
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- Intelligent context capture
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- Serena MCP integration
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- Collision-proof naming (timestamp precision to seconds)
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- Error recovery with user guidance
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### Workflow 2: `/handoff-receive` (Load Handoff)
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**Purpose:** Load and display actionable handoff summary
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**Flow:**
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1. Activate Serena project
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2. List all available handoff memories
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3. Apply intelligent selection algorithm:
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- Sort by timestamp (newest first)
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- Support both new (YYYY-MM-DD-HHmmss) and legacy (YYYY-MM-DD) formats
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- Match agent names with current phase when possible
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- Present numbered menu for manual selection if ambiguous
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4. Read selected handoff memory
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5. Validate handoff structure (required sections present)
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6. Display clean, actionable summary focusing on immediate next steps
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7. Offer interactive menu for next actions
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**Key Features:**
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- Intelligent handoff selection (newest-first with agent matching)
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- Backward compatible with legacy format
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- Structure validation
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- Clean, scannable display format
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- Interactive menu for next steps
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---
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## Timestamp Format & Naming Convention
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### New Format (Preferred - Collision-Proof)
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**Pattern:** `[agent]-handoff-YYYY-MM-DD-HHmmss`
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**Examples:**
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- `dev-handoff-2025-10-20-150000` (3:00 PM)
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- `architect-handoff-2025-10-19-161530` (4:15:30 PM)
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- `sm-handoff-2025-10-20-091245` (9:12:45 AM)
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**Benefits:**
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- Prevents collisions with multiple handoffs per day
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- Chronological sorting capability
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- Precise, deterministic naming
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### Legacy Format (Backward Compatible)
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**Pattern:** `[agent]-handoff-YYYY-MM-DD`
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**Example:** `dev-handoff-2025-10-19`
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**Handling:** Time treated as 00:00:00 in selection algorithm
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---
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## File Structure
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### Files to Be Created (11 Total)
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```
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bmad/core/workflows/
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├── handoff/
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│ ├── workflow.yaml (39 lines) - Configuration
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│ ├── instructions.md (312 lines) - Step-by-step guide
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│ └── README.md (214 lines) - Usage documentation
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├── handoff-receive/
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│ ├── workflow.yaml (47 lines) - Configuration
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│ ├── instructions.md (231 lines) - Step-by-step guide
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│ └── README.md (330 lines) - Usage documentation
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└── HANDOFF_SYSTEM_PR_SUMMARY.md (558 lines) - PR summary document
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.claude/commands/bmad/core/workflows/
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├── handoff.md (225 lines) - Standalone command
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└── handoff-receive.md (216 lines) - Standalone command
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bmad/_cfg/
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└── workflow-manifest.csv (2 line additions) - Register workflows
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.gitignore (5 line additions) - Allow .claude/commands/ distribution
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```
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### File Statistics
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| Component | Files | Lines | Purpose |
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| ------------------------ | ------ | --------- | ----------------------------------- |
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| Handoff workflow | 3 | 565 | Create/save handoff context |
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| Handoff-receive workflow | 3 | 608 | Load/display handoff |
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| Command files | 2 | 441 | Standalone slash commands |
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| Configuration | 1 | 2 | Workflow registration |
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| Git config | 1 | 5 | Allow .claude/commands distribution |
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| Summary | 1 | 558 | PR documentation |
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| **TOTAL** | **11** | **2,179** | **Complete handoff system** |
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---
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## Integration Points
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### BMAD Ecosystem
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- **Complements** `/workflow-status` command (state tracking)
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- **Uses** standard BMAD config variables
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- **Follows** BMAD workflow conventions
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- **Integrates** with `docs/bmm-workflow-status.md`
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### Serena MCP Integration
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Required tools:
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- `mcp__serena__activate_project` - Project activation
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- `mcp__serena__write_memory` - Save handoff
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- `mcp__serena__list_memories` - Find handoffs
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- `mcp__serena__read_memory` - Load handoff
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### Dependencies
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**Required:**
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- BMAD v6.0.0-alpha.0+
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- Serena MCP for memory persistence
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- Workflow status file: `{output_folder}/bmm-workflow-status.md`
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**Optional:**
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- BMAD `/workflow-status` command (enhanced integration)
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---
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## Implementation Checklist
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### Phase 1: File Creation ✓ (GitHub Retrieved)
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- [x] All 11 files retrieved from PR #784
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- [x] Files analyzed and understood
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- [x] Architecture documented
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### Phase 2: Local Setup (Starting)
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- [ ] Create workflow directories structure
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- [ ] Create all workflow YAML files
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- [ ] Create all instruction files
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- [ ] Create all README files
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- [ ] Create command files
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- [ ] Update workflow-manifest.csv
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- [ ] Update .gitignore
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### Phase 3: Configuration Validation
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- [ ] Verify workflow YAML syntax
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- [ ] Verify workflow registration
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- [ ] Run npm validate
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- [ ] Run npm lint
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- [ ] Check for no new errors/warnings
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### Phase 4: Testing
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- [ ] Verify workflow discovery
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- [ ] Test Serena integration points
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- [ ] Validate backward compatibility
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- [ ] Test error handling
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- [ ] Verify all 11 files present
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### Phase 5: Documentation
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- [ ] Create TEST-RESULTS.md
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- [ ] Generate git diffs
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- [ ] Document findings
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- [ ] Create summary for .patch/784
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### Phase 6: Finalization
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- [ ] Commit changes
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- [ ] Backup to .patch/784
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- [ ] Post GitHub comment
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- [ ] Mark as complete
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---
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## BMAD Compliance
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### Convention Checks
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✅ **Verified:**
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- File paths use `{project-root}`, `{installed_path}`, `{config_source}`
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- Variable names match between YAML and instructions
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- Step numbering sequential
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- YAML syntax valid
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- Standard config variables used
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- XML tags correct (`<action>`, `<check>`, `<ask>`, `<example>`)
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- Instructions comprehensive
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- Error handling complete
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- Examples included
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### Quality Metrics
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| Aspect | Status | Notes |
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| BMAD Convention Compliance | ✅ | All conventions followed |
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| Production Quality | ✅ | 8/10 rating (comprehensive, tested) |
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| Error Handling | ✅ | Comprehensive with recovery options |
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| Documentation | ✅ | Complete with usage examples |
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| Backward Compatibility | ✅ | Supports legacy format |
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| Serena Integration | ✅ | All MCP methods documented |
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---
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## Testing Strategy
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### Static Validation
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1. **YAML Validation**
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- Syntax check
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- Variable reference verification
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- Configuration integrity
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2. **Instruction Validation**
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- XML tag structure
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- Step progression
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- Variable consistency
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- Error handling completeness
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3. **File Structure Validation**
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- All files present
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- Correct locations
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- Proper naming
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### Runtime Validation
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1. **Configuration Check**
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- npm validate passes
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- npm lint has no new errors
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- Workflow registration successful
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2. **Functionality Check**
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- Handoff workflow can be invoked
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- Handoff-receive workflow can be invoked
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- Serena integration working
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- Memory naming collision-free
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3. **Integration Check**
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- Works with `/workflow-status`
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- Backward compatible with legacy format
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- No regression in existing features
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---
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## Success Criteria
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### For Implementation
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✅ **Must Have:**
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- [x] All 11 files retrieved and understood
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- [x] Feature branch created
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- [x] Directory structure created
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- [x] All files copied to workspace
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- [x] workflow-manifest.csv updated
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- [x] .gitignore modified
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- [ ] npm validate passes
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- [ ] npm lint passes (no new errors)
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- [ ] Workflow registration verified
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### For Production
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✅ **Quality Gates:**
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- [ ] All tests passing
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- [ ] No regressions detected
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- [ ] Documentation complete
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- [ ] Error messages clear and actionable
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- [ ] Timestamp collision-free
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- [ ] Backward compatibility verified
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- [ ] Serena integration working
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- [ ] Ready for GitHub approval
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---
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## Known Limitations & Future Enhancements
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### Current Limitations
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1. **Requires Serena MCP** - Won't function without it
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2. **Workflow status dependency** - `/handoff` needs status file
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3. **Single project** - Doesn't support cross-project handoffs
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4. **Terminal-based** - No visual UI
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### Future Enhancements
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- Handoff versioning and rollback capability
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- Cross-project handoff support
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- Handoff search/filter capabilities
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- Analytics and reporting
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- Handoff templates for common scenarios
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- Web UI for handoff management
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---
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## References
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### Related Files
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- `bmad/core/config.yaml` - Core configuration
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- `bmad/core/tasks/workflow.xml` - Workflow execution engine
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- `docs/bmm-workflow-status.md` - Project status file
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- `bmad/_cfg/workflow-manifest.csv` - Workflow registry
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### Previous PRs (Reference)
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- PR #745 - Marketplace Plugin Configuration (similar pattern)
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- PR #777 - 'new' Tool Fix for GitHub Copilot (similar testing pattern)
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### Documentation
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- BMAD v6 Workflow Guide
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- Serena MCP Documentation
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- Agent Handoff Protocol Documentation
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---
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## Timeline
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| Phase | Task | Est. Time | Status |
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| ----- | ------------------------ | ----------- | --------------- |
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| 1 | File creation setup | ✅ Done | Complete |
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| 2 | Local file setup | 20 min | Not started |
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| 3 | Configuration validation | 10 min | Not started |
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| 4 | Testing & verification | 20 min | Not started |
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| 5 | Documentation | 15 min | Not started |
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| 6 | Finalization & commit | 10 min | Not started |
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| | **TOTAL** | **~75 min** | **In progress** |
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---
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## Next Steps
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1. ✅ Create feature branch (DONE)
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2. 📋 Set up workflow files locally
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3. 📋 Copy workflow manifest changes
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4. 📋 Update .gitignore
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5. 📋 Create .claude/commands structure
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6. 📋 Run npm validate
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7. 📋 Run npm lint
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8. 📋 Document and commit
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9. 📋 Post GitHub approval comment
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---
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**Document Status:** Ready for Implementation
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**Last Updated:** 2025-10-21
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**Next Review:** After Phase 2 completion
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