BMAD-METHOD/bmad-core/data/bmad-kb.md

# BMAD Knowledge Base

## Overview

BMAD-METHOD (Breakthrough Method of Agile AI-driven Development) is a framework that combines AI agents with Agile development methodologies. The v4 system introduces a modular architecture with improved dependency management, bundle optimization, and support for both web and IDE environments.

### Key Features

- **Modular Agent System**: Specialized AI agents for each Agile role
- **Build System**: Automated dependency resolution and optimization
- **Dual Environment Support**: Optimized for both web UIs and IDEs
- **Reusable Resources**: Portable templates, tasks, and checklists
- **Slash Command Integration**: Quick agent switching and control

### When to Use BMAD

- **New Projects (Greenfield)**: Complete end-to-end development
- **Existing Projects (Brownfield)**: Feature additions and enhancements
- **Team Collaboration**: Multiple roles working together
- **Quality Assurance**: Structured testing and validation
- **Documentation**: Professional PRDs, architecture docs, user stories

## Getting Started

### Quick Start Options

#### Option 1: Web UI
**Best for**: ChatGPT, Claude, Gemini users who want to start immediately

1. Navigate to `dist/teams/`
2. Copy `team-fullstack.txt` content
3. Create new Gemini Gem or CustomGPT
4. Upload file with instructions: "Your critical operating instructions are attached, do not break character as directed"
5. Type `/help` to see available commands

#### Option 2: IDE Integration
**Best for**: Cursor, Claude Code, Windsurf, VS Code users

```bash
# Interactive installation (recommended)
npx bmad-method install
```

**Installation Steps**:
- Choose "Complete installation"
- Select your IDE (Cursor, Claude Code, Windsurf, or Roo Code)

**Verify Installation**:
- `.bmad-core/` folder created with all agents
- IDE-specific integration files created
- All agent commands/rules/modes available

### Environment Selection Guide

**Use Web UI for**:
- Initial planning and documentation (PRD, architecture)
- Cost-effective document creation (especially with Gemini)
- Brainstorming and analysis phases
- Multi-agent consultation and planning

**Use IDE for**:
- Active development and coding
- File operations and project integration
- Document sharding and story management
- Implementation workflow (SM/Dev cycles)

**Cost-Saving Tip**: Create large documents (PRDs, architecture) in web UI, then copy to `docs/prd.md` and `docs/architecture.md` in your project before switching to IDE for development.

## Core Configuration (core-config.yml)

**New in V4**: The `bmad-core/core-config.yml` file is a critical innovation that enables BMAD to work seamlessly with any project structure, providing maximum flexibility and backwards compatibility.

### What is core-config.yml?

This configuration file acts as a map for BMAD agents, telling them exactly where to find your project documents and how they're structured. It enables:

- **Version Flexibility**: Work with V3, V4, or custom document structures
- **Custom Locations**: Define where your documents and shards live
- **Developer Context**: Specify which files the dev agent should always load
- **Debug Support**: Built-in logging for troubleshooting

### Key Configuration Areas

#### PRD Configuration
- **prdVersion**: Tells agents if PRD follows v3 or v4 conventions
- **prdSharded**: Whether epics are embedded (false) or in separate files (true)
- **prdShardedLocation**: Where to find sharded epic files
- **epicFilePattern**: Pattern for epic filenames (e.g., `epic-{n}*.md`)

#### Architecture Configuration
- **architectureVersion**: v3 (monolithic) or v4 (sharded)
- **architectureSharded**: Whether architecture is split into components
- **architectureShardedLocation**: Where sharded architecture files live

#### Developer Files
- **devLoadAlwaysFiles**: List of files the dev agent loads for every task
- **devDebugLog**: Where dev agent logs repeated failures
- **agentCoreDump**: Export location for chat conversations

### Why It Matters

1. **No Forced Migrations**: Keep your existing document structure
2. **Gradual Adoption**: Start with V3 and migrate to V4 at your pace
3. **Custom Workflows**: Configure BMAD to match your team's process
4. **Intelligent Agents**: Agents automatically adapt to your configuration

### Common Configurations

**Legacy V3 Project**:
```yaml
prdVersion: v3
prdSharded: false
architectureVersion: v3
architectureSharded: false
```

**V4 Optimized Project**:
```yaml
prdVersion: v4
prdSharded: true
prdShardedLocation: docs/prd
architectureVersion: v4
architectureSharded: true
architectureShardedLocation: docs/architecture
```

## Core Philosophy

### Vibe CEO'ing

You are the "Vibe CEO" - thinking like a CEO with unlimited resources and a singular vision. Your AI agents are your high-powered team, and your role is to:

- **Direct**: Provide clear instructions and objectives
- **Refine**: Iterate on outputs to achieve quality
- **Oversee**: Maintain strategic alignment across all agents

### Core Principles

1. **MAXIMIZE_AI_LEVERAGE**: Push the AI to deliver more. Challenge outputs and iterate.
2. **QUALITY_CONTROL**: You are the ultimate arbiter of quality. Review all outputs.
3. **STRATEGIC_OVERSIGHT**: Maintain the high-level vision and ensure alignment.
4. **ITERATIVE_REFINEMENT**: Expect to revisit steps. This is not a linear process.
5. **CLEAR_INSTRUCTIONS**: Precise requests lead to better outputs.
6. **DOCUMENTATION_IS_KEY**: Good inputs (briefs, PRDs) lead to good outputs.
7. **START_SMALL_SCALE_FAST**: Test concepts, then expand.
8. **EMBRACE_THE_CHAOS**: Adapt and overcome challenges.

### Key Workflow Principles

1. **Agent Specialization**: Each agent has specific expertise and responsibilities
2. **Clean Handoffs**: Always start fresh when switching between agents
3. **Status Tracking**: Maintain story statuses (Draft → Approved → InProgress → Done)
4. **Iterative Development**: Complete one story before starting the next
5. **Documentation First**: Always start with solid PRD and architecture

## Agent System

### Core Development Team

| Agent       | Role               | Primary Functions                       | When to Use                            |
| ----------- | ------------------ | --------------------------------------- | -------------------------------------- |
| `analyst`   | Business Analyst   | Market research, requirements gathering | Project planning, competitive analysis |
| `pm`        | Product Manager    | PRD creation, feature prioritization    | Strategic planning, roadmaps           |
| `architect` | Solution Architect | System design, technical architecture   | Complex systems, scalability planning  |
| `dev`       | Developer          | Code implementation, debugging          | All development tasks                  |
| `qa`        | QA Specialist      | Test planning, quality assurance        | Testing strategies, bug validation     |
| `ux-expert` | UX Designer        | UI/UX design, prototypes                | User experience, interface design      |
| `po`        | Product Owner      | Backlog management, story validation    | Story refinement, acceptance criteria  |
| `sm`        | Scrum Master       | Sprint planning, story creation         | Project management, workflow           |

### Meta Agents

| Agent               | Role             | Primary Functions                     | When to Use                       |
| ------------------- | ---------------- | ------------------------------------- | --------------------------------- |
| `bmad-orchestrator` | Team Coordinator | Multi-agent workflows, role switching | Complex multi-role tasks          |
| `bmad-master`       | Universal Expert | All capabilities without switching    | Single-session comprehensive work |

### Agent Interaction Commands

#### IDE-Specific Syntax

**Agent Loading by IDE**:
- **Claude Code**: `/agent-name` (e.g., `/bmad-master`)
- **Cursor**: `@agent-name` (e.g., `@bmad-master`)
- **Windsurf**: `@agent-name` (e.g., `@bmad-master`)
- **Roo Code**: Select mode from mode selector (e.g., `bmad-bmad-master`)

**Chat Management Guidelines**:
- **Claude Code, Cursor, Windsurf**: Start new chats when switching agents
- **Roo Code**: Switch modes within the same conversation

**Common Task Commands**:
- `*help` - Show available commands
- `*status` - Show current context/progress
- `*exit` - Exit the agent mode
- `*shard-doc docs/prd.md prd` - Shard PRD into manageable pieces
- `*shard-doc docs/architecture.md architecture` - Shard architecture document
- `*create` - Run create-next-story task (SM agent)

**In Web UI**:
```text
/pm create-doc prd
/architect review system design
/dev implement story 1.2
/help - Show available commands
/switch agent-name - Change active agent (if orchestrator available)
```

## Team Configurations

### Pre-Built Teams

#### Team All
- **Includes**: All 10 agents + orchestrator
- **Use Case**: Complete projects requiring all roles
- **Bundle**: `team-all.txt`

#### Team Fullstack
- **Includes**: PM, Architect, Developer, QA, UX Expert
- **Use Case**: End-to-end web/mobile development
- **Bundle**: `team-fullstack.txt`

#### Team No-UI
- **Includes**: PM, Architect, Developer, QA (no UX Expert)
- **Use Case**: Backend services, APIs, system development
- **Bundle**: `team-no-ui.txt`

## Core Architecture

### System Overview

The BMAD-Method is built around a modular architecture centered on the `bmad-core` directory, which serves as the brain of the entire system. This design enables the framework to operate effectively in both IDE environments (like Cursor, VS Code) and web-based AI interfaces (like ChatGPT, Gemini).

### Key Architectural Components

#### 1. Agents (`bmad-core/agents/`)
- **Purpose**: Each markdown file defines a specialized AI agent for a specific Agile role (PM, Dev, Architect, etc.)
- **Structure**: Contains YAML headers specifying the agent's persona, capabilities, and dependencies
- **Dependencies**: Lists of tasks, templates, checklists, and data files the agent can use
- **Startup Instructions**: Can load project-specific documentation for immediate context

#### 2. Agent Teams (`bmad-core/agent-teams/`)
- **Purpose**: Define collections of agents bundled together for specific purposes
- **Examples**: `team-all.yml` (comprehensive bundle), `team-fullstack.yml` (full-stack development)
- **Usage**: Creates pre-packaged contexts for web UI environments

#### 3. Workflows (`bmad-core/workflows/`)
- **Purpose**: YAML files defining prescribed sequences of steps for specific project types
- **Types**: Greenfield (new projects) and Brownfield (existing projects) for UI, service, and fullstack development
- **Structure**: Defines agent interactions, artifacts created, and transition conditions

#### 4. Reusable Resources
- **Templates** (`bmad-core/templates/`): Markdown templates for PRDs, architecture specs, user stories
- **Tasks** (`bmad-core/tasks/`): Instructions for specific repeatable actions like "shard-doc" or "create-next-story"
- **Checklists** (`bmad-core/checklists/`): Quality assurance checklists for validation and review
- **Data** (`bmad-core/data/`): Core knowledge base and technical preferences

### Dual Environment Architecture

#### IDE Environment

- Users interact directly with agent markdown files
- Agents can access all dependencies dynamically
- Supports real-time file operations and project integration
- Optimized for development workflow execution

#### Web UI Environment

- Uses pre-built bundles from `dist/teams` for stand alone 1 upload files for all agents and their assest with an orchestrating agent
- Single text files containing all agent dependencies are in `dist/agents/` - these are unnecessary unless you want to create a web agent that is only a single agent and not a team
- Created by the web-builder tool for upload to web interfaces
- Provides complete context in one package

### Template Processing System

BMAD employs a sophisticated template system with three key components:

1. **Template Format** (`utils/template-format.md`): Defines markup language for variable substitution and AI processing directives
2. **Document Creation** (`tasks/create-doc.md`): Orchestrates template selection and user interaction
3. **Advanced Elicitation** (`tasks/advanced-elicitation.md`): Provides interactive refinement through structured brainstorming

**Template Features**:

- **Self-contained**: Templates embed both output structure and processing instructions
- **Variable Substitution**: `{{placeholders}}` for dynamic content
- **AI Processing Directives**: `[[LLM: instructions]]` for AI-only processing
- **Interactive Refinement**: Built-in elicitation processes for quality improvement

### Technical Preferences Integration

The `technical-preferences.md` file serves as a persistent technical profile that:
- Ensures consistency across all agents and projects
- Eliminates repetitive technology specification
- Provides personalized recommendations aligned with user preferences
- Evolves over time with lessons learned

### Build and Delivery Process

The `web-builder.js` tool creates web-ready bundles by:
1. Reading agent or team definition files
2. Recursively resolving all dependencies
3. Concatenating content into single text files with clear separators
4. Outputting ready-to-upload bundles for web AI interfaces

This architecture enables seamless operation across environments while maintaining the rich, interconnected agent ecosystem that makes BMAD powerful.

## Complete Development Workflow

### Planning Phase (Web UI Recommended)

**Ideal for cost efficiency, especially with Gemini:**

1. **Optional Analysis**: `/analyst` - Market research, competitive analysis
2. **Project Brief**: Create foundation document (Analyst or user)
3. **PRD Creation**: `/pm create-doc prd` - Comprehensive product requirements
4. **Architecture Design**: `/architect create-doc architecture` - Technical foundation
5. **Validation & Alignment**: `/po` run master checklist to ensure document consistency
6. **Document Preparation**: Copy final documents to project as `docs/prd.md` and `docs/architecture.md`

#### Example Planning Prompts

**For PRD Creation**:
```text
"I want to build a [type] application that [core purpose].
Help me brainstorm features and create a comprehensive PRD."
```

**For Architecture Design**:
```text
"Based on this PRD, design a scalable technical architecture
that can handle [specific requirements]."
```

### Critical Transition: Web UI to IDE

**Once planning is complete, you MUST switch to IDE for development:**

- **Why**: Development workflow requires file operations, real-time project integration, and document sharding
- **Cost Benefit**: Web UI is more cost-effective for large document creation; IDE is optimized for development tasks
- **Required Files**: Ensure `docs/prd.md` and `docs/architecture.md` exist in your project

### IDE Development Workflow

**Prerequisites**: Planning documents must exist in `docs/` folder

1. **Document Sharding**: 
   - `@bmad-master` or `@po` shard `docs/prd.md` to `docs/prd/` folder
   - If architecture exists, shard to `docs/architecture/` folder
   - Results in multiple manageable documents and epic files

2. **Verify Sharded Content**:
   - At least one `epic-n.md` file in `docs/prd/` with stories in development order
   - Source tree document and coding standards for dev agent reference
   - Sharded docs for SM agent story creation

**Resulting Folder Structure**:
- `docs/prd/` - Broken down PRD sections
- `docs/architecture/` - Broken down architecture sections
- `docs/stories/` - Generated user stories

3. **Development Cycle** (Sequential, one story at a time):

   **Step 1 - Story Creation**: New chat window → `@sm` → `*create`
   - SM executes create-next-story task
   - Review generated story in `docs/stories/`
   - Update status from "Draft" to "Approved"
   
   **Step 2 - Story Implementation**: New chat window → `@dev`
   - Agent asks which story to implement
   - Include story file content to save dev agent lookup time
   - Dev follows tasks/subtasks, marking completion
   - Dev leaves notes for SM about any deviations
   - Update status to "Done"
   
   **Step 3 - Repeat**: Continue SM → Dev cycle until all epic stories complete

**Important**: Only 1 story in progress at a time, worked sequentially until all epic stories complete.

### Status Tracking Workflow

Stories progress through defined statuses:
- **Draft** → **Approved** → **InProgress** → **Done**

Each status change requires user verification and approval before proceeding.

### Workflow Types

#### Greenfield Development
- Business analysis and market research
- Product requirements and feature definition  
- System architecture and design
- Development execution
- Testing and deployment

#### Brownfield Enhancement
- Current system analysis
- Enhancement planning
- Impact assessment
- Incremental development
- Integration testing

## Document Creation Best Practices

### Required File Naming for Framework Integration

- `docs/prd.md` - Product Requirements Document
- `docs/architecture.md` - System Architecture Document

**Why These Names Matter**:
- Agents automatically reference these files during development
- Sharding tasks expect these specific filenames
- Workflow automation depends on standard naming

### Cost-Effective Document Creation Workflow

**Recommended for Large Documents (PRD, Architecture):**

1. **Use Web UI**: Create documents in web interface for cost efficiency
2. **Copy Final Output**: Save complete markdown to your project
3. **Standard Names**: Save as `docs/prd.md` and `docs/architecture.md`
4. **Switch to IDE**: Use IDE agents for development and smaller documents

### Document Sharding

Templates with Level 2 headings (`##`) can be automatically sharded:

**Original PRD**:
```markdown
## Goals and Background Context
## Requirements  
## User Interface Design Goals
## Success Metrics
```

**After Sharding**:
- `docs/prd/goals-and-background-context.md`
- `docs/prd/requirements.md`
- `docs/prd/user-interface-design-goals.md`
- `docs/prd/success-metrics.md`

Use the `shard-doc` task or `@kayvan/markdown-tree-parser` tool for automatic sharding.

## Usage Patterns and Best Practices

### Environment-Specific Usage

**Web UI Best For**:
- Initial planning and documentation phases
- Cost-effective large document creation
- Agent consultation and brainstorming
- Multi-agent workflows with orchestrator

**IDE Best For**:
- Active development and implementation
- File operations and project integration
- Story management and development cycles
- Code review and debugging

### Quality Assurance

- Use appropriate agents for specialized tasks
- Follow Agile ceremonies and review processes
- Maintain document consistency with PO agent
- Regular validation with checklists and templates

### Performance Optimization

- Use specific agents vs. `bmad-master` for focused tasks
- Choose appropriate team size for project needs
- Leverage technical preferences for consistency
- Regular context management and cache clearing

## Success Tips

- **Use Gemini for big picture planning** - The team-fullstack bundle provides collaborative expertise
- **Use bmad-master for document organization** - Sharding creates manageable chunks
- **Follow the SM → Dev cycle religiously** - This ensures systematic progress
- **Keep conversations focused** - One agent, one task per conversation
- **Review everything** - Always review and approve before marking complete

## Getting Help

- **Commands**: Use `/help` in any environment to see available commands
- **Agent Switching**: Use `/switch agent-name` with orchestrator for role changes
- **Documentation**: Check `docs/` folder for project-specific context
- **Community**: Discord and GitHub resources available for support