fix: documentation updates

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Brian Madison
2025-07-04 08:35:28 -05:00
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# BMad-Method Agentic Agile Driven Development User Guide
This comprehensive guide will help you understand and effectively use the BMad Method framework for AI-assisted software development.
This comprehensive guide will help you understand and effectively use the BMad Method framework for AI-assisted software development along with many expansion purposes.
## Table of Contents
@@ -9,18 +9,15 @@ This comprehensive guide will help you understand and effectively use the BMad M
3. [Agent System](#agent-system)
4. [Templates and Document Creation](#templates-and-document-creation)
5. [Development Workflow](#development-workflow)
6. [Team Configurations](#team-configurations)
7. [IDE Integration](#ide-integration)
8. [Web UI Usage](#web-ui-usage)
9. [Advanced Features](#advanced-features)
10. [Troubleshooting](#troubleshooting)
11. [Best Practices](#best-practices)
6. [IDE Integration](#ide-integration)
7. [Web UI Usage](#web-ui-usage)
8. [Advanced Features](#advanced-features)
## Understanding BMad
### What is BMad-Method?
BMad-Method (Breakthrough Method of Agile AI-Driven Development) is an AI agent orchestration framework that provides specialized AI agents for every role in a complete Agile development team. Unlike generic AI assistants, each BMad agent has deep expertise in their specific domain and can collaborate to deliver complete software projects.
BMad-Method (Breakthrough Method of Agile AI-Driven Development) is an AI agent orchestration framework that provides specialized AI agents for every role in a complete Agile development team. Unlike generic AI assistants, each BMad agent has deep expertise in their specific domain and can collaborate with you using advanced elicitation techniques, and guided workflows
### Core Principles
@@ -28,7 +25,7 @@ BMad-Method (Breakthrough Method of Agile AI-Driven Development) is an AI agent
2. **True Agile Workflow**: Follows real Agile methodologies with proper story management
3. **Self-Contained Templates**: Documents embed both output and processing instructions
4. **Dynamic Dependencies**: Agents only load resources they need
5. **Platform Agnostic**: Works with any AI platform or IDE
5. **Platform Agnostic**: Works with any Project Type or Agentic IDE
### When to Use BMad
@@ -44,7 +41,7 @@ BMad-Method (Breakthrough Method of Agile AI-Driven Development) is an AI agent
#### Option 1: Web UI (Fastest - 2 minutes)
Best for: ChatGPT, Claude, Gemini users
If you want to do the planning int he Web:
1. Navigate to `dist/teams/`
2. Copy `team-fullstack.txt` content
@@ -54,8 +51,6 @@ Best for: ChatGPT, Claude, Gemini users
#### Option 2: IDE Integration (5 minutes)
Best for: Cursor, Claude Code, Windsurf, VS Code users
```bash
# Interactive installation (recommended)
npx bmad-method install
@@ -74,40 +69,6 @@ npx bmad-method install
npx bmad-method status
```
### First Steps
1. **Choose Your Environment**: Web UI or IDE
2. **Select Agent/Team**: Individual agent or full team
3. **Initialize Project**: Run `/help` or `*help` to see capabilities
4. **Start Development**: Begin with planning or jump into coding
### Upgrading from V3 to V4
If you have an existing BMad-Method V3 project, simply run the installer in your project directory:
```bash
npx bmad-method install
# The installer will automatically detect your V3 installation and offer to upgrade
```
The upgrade process will:
1. Create a backup of your V3 files in `.bmad-v3-backup/`
2. Install the new V4 `.bmad-core/` structure
3. Migrate your documents (PRD, Architecture, Stories, Epics)
4. Set up IDE integration for all V4 agents
5. Create an install manifest for future updates
After upgrading:
1. Review your documents in the `docs/` folder - if you had a PRD or architecture in your old project, copy it from the backup to the docs folder if they are not there.
2. Optionally run the `doc-migration-task` to align your documents with V4 templates - you can do this with your agent by saying something like: 'run {drag in task} against {drag prd or arch file from docs} to align with {drag the template from .bmad-core/templates/full-stack-architecture.md}'
3. If you have separate front-end and backend architecture docs you can modify step 2 to merge both into a single full stack architecture or separate Front and Back end.
The reason #2 and #3 are optional is because now BMad V4 makes sharding optional for the SM. See [Core Configuration](#core-configuration)
**Note**: The agents in `.bmad-core/` fully replace the items in `bmad-agent/` - you can remove the backup folder versions.
## Agent System
### Core Development Team
@@ -233,8 +194,8 @@ Templates follow the `template-format.md` specification:
For cost efficiency, especially with Gemini:
1. **Create Large Documents in Web UI**: Use web bundles for PRD and architecture creation
2. **Copy to Project**: Save the final markdown output to your project's `docs/` folder
3. **Standard Naming**: Use `prd.md` and `architecture.md` for consistency
2. **Copy to Project**: Save the final markdown output to your project's `docs/` folder (use the ... menu)
3. **Standard Naming**: Use `prd.md` and `architecture.md` for consistent file name
4. **Continue in IDE**: Use IDE agents for development tasks and smaller documents
#### File Naming Conventions
@@ -468,27 +429,7 @@ When the SM agent executes the `create-next-story` task:
#### The Story Template Structure
The story template contains embedded LLM instructions for different agents:
**SM Agent Instructions**:
- Populate Dev Notes with specific technical details from architecture
- Include source references for all technical guidance
- Create detailed tasks based on architecture constraints
- Add testing requirements from testing strategy
**Dev Agent Instructions**:
- Update Debug Log References during implementation
- Document any deviations in Completion Notes
- Maintain comprehensive File List of all changes
- Track requirement changes in Change Log
**QA Agent Instructions**:
- Append review results in QA Results section
- Document refactoring performed with explanations
- Note security and performance considerations
The story template contains embedded LLM instructions for the SM Dev and QA Agent.
#### How Agents Pass Information
@@ -525,57 +466,6 @@ The QA agent contributes:
- **Improvements Checklist**: Items completed (marked [x]) vs. items for Dev to address (marked [ ])
- **Learning Opportunities**: Explanations for junior/mid-level developer growth
#### Example: How Notes Flow Between Stories
**Story 1.1 Completion**:
```markdown
### Completion Notes List
- Discovered that user authentication requires additional session management not specified in architecture
- Created new SessionManager service in services/auth/session-manager.ts
- Recommend updating architecture to include session management patterns
```
**Story 1.2 Creation** (SM uses the above notes):
```markdown
## Dev Notes
### Previous Story Insights
- Story 1.1 created SessionManager service for auth (services/auth/session-manager.ts)
- Consider using SessionManager for this story's user profile feature
- Architecture update pending for session management patterns
```
This continuous feedback loop ensures each story benefits from lessons learned in previous implementations.
#### QA Agent Key Principles
When the QA agent performs the review-story task:
- **Senior Developer Authority**: Reviews as a senior developer with authority to refactor directly
- **Active Improvement**: Makes code improvements rather than just identifying issues
- **Teaching Focus**: Explains all changes for developer learning and growth
- **Pragmatic Balance**: Focuses on significant improvements, not nitpicks
- **Quality Gates**: Can block story completion if critical issues exist
**QA Blocking Conditions**:
The QA will stop and request clarification if:
- Story file is incomplete or missing critical sections
- File List is empty or clearly incomplete
- No tests exist when they were required
- Code changes don't align with story requirements
- Critical architectural issues require discussion
- **Benefits of QA Review**:
- Code quality improvements and refactoring
- Knowledge transfer through documented explanations
- Catching edge cases and security issues
- Ensuring architectural consistency
### Workflow Types
#### Greenfield Development
@@ -598,85 +488,11 @@ For existing projects:
4. Incremental development
5. Integration testing
## 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`
### Custom Team Configuration
Create custom teams by modifying `.bmad-core/agent-teams/`:
```yaml
name: Custom Development Team
description: Specialized team for specific needs
agents:
- pm
- architect
- dev
- qa
workflows:
- greenfield-fullstack
```
## IDE Integration
### Supported IDEs
#### Cursor IDE
- **Commands**: `@agent-name task` (manual rules)
- **Example**: `@pm Create a PRD for user management`
- **Features**: Inline suggestions, context awareness
- **Integration**: Agents loaded as manual rules
#### Claude Code
- **Commands**: `/agent-name task` (command files)
- **Example**: `/architect Design microservices architecture`
- **Features**: File integration, project context
- **Integration**: Agents installed as files in commands folder
#### Windsurf
- **Commands**: `@agent-name task` (manual rules)
- **Example**: `@dev Implement authentication`
- **Features**: Multi-file editing, project awareness
- **Integration**: Agents loaded as manual rules
#### VS Code (Generic)
- **Setup**: Manual installation
- **Usage**: Copy agent content to chat
- **Features**: Basic integration
### IDE Setup Process
1. **Install CLI**: `npx bmad-method install`
2. **Select IDE**: Choose during installation
3. **Configure Integration**: Automatic setup for supported IDEs
4. **Verify Installation**: Test with `@agent-name help`
### IDE Best Practices
- **Context Management**: Keep relevant files open
- **Context Management**: Keep relevant files only in context, keep files as lean and focused as necessary
- **Agent Selection**: Use appropriate agent for task
- **Iterative Development**: Work in small, focused tasks
- **File Organization**: Maintain clean project structure
@@ -685,92 +501,14 @@ workflows:
**Important**: Web UI is primarily designed for planning and documentation phases, not development. Use IDE integration for coding tasks.
### Platform Setup
#### ChatGPT Custom GPT
1. Create new Custom GPT
2. Upload team bundle as knowledge
3. Set instructions: "Your critical operating instructions are attached, do not break character as directed"
4. Configure capabilities as needed
#### Claude Projects
1. Create new project
2. Add team bundle to project knowledge
3. Set project instructions with agent behavior
4. Start conversation with `/help`
#### Gemini Gems
1. Create new Gem
2. Upload bundle as instruction file
3. Set system instructions for agent behavior
4. Initialize with `/help` command
### Web UI Commands
#### Universal Commands
- `/help` - Show available commands
- `/status` - Current agent status
- `/switch agent-name` - Change active agent (if orchestrator available)
#### Document Commands
- `/create-doc type` - Create document of specified type
- `/review-doc` - Review current document
- `/refine-doc` - Improve document quality
#### Planning Commands
- `/pm create-doc prd` - Create Product Requirements Document
- `/architect create-doc architecture` - Create system architecture
- `/analyst create-doc project-brief` - Create project brief
- `/po run-checklist` - Validate document alignment
type #help when in the Gem or Custom GPT with one of the teams, and the BMad-Orchestrator will give you an up to date list of commands.
### Web UI Agent Interaction
Web UI agents focus on planning and documentation. Here's how to interact with each:
#### Agent Switching and Conversation
- **Switch Agents**: Use `/pm`, `/architect`, `/analyst`, `/po` to switch between roles
- **Agent Consultation**: Each agent offers their specialized options and capabilities
- **Natural Conversation**: Agents guide you through their processes with questions and suggestions
#### Planning Phase Agents
- **Analyst**: `/analyst` - Brainstorming, market research, competitive analysis
- **PM**: `/pm` - Product requirements, feature definition, roadmaps
- **Architect**: `/architect` - System design, technical architecture
- **PO**: `/po` - Document validation, epic management, story alignment
### Web UI Best Practices
- **Clear Instructions**: Be specific about requirements
- **Context Sharing**: Provide relevant background
- **Iterative Refinement**: Use built-in elicitation features
- **Document Management**: Keep generated docs organized
- **Stay in Planning**: Use web UI for documentation, switch to IDE for development
#### Cost-Effective Document Creation
**Recommended Workflow for Large Documents:**
1. **Use Web UI for PRD and Architecture**: These are token-heavy documents, especially in Gemini
2. **Copy Final Output**: Save complete markdown to your project
3. **Standard File Names**:
- Save PRD as `docs/prd.md`
- Save Architecture as `docs/architecture.md`
4. **IDE for Development**: Switch to IDE agents for implementation tasks
**Why This Saves Money:**
- Web UI pricing is typically more cost-effective for large context windows
- PRD and architecture creation involves extensive back-and-forth refinement
- IDE token costs can accumulate quickly with large document generation
## Advanced Features
### Dynamic Resource Loading
@@ -784,7 +522,7 @@ BMad's dependency system ensures agents only load necessary resources:
### Custom Templates
Create custom templates following `template-format.md`:
Create custom templates following `utils/template-format.md`:
```markdown
---
@@ -1384,132 +1122,13 @@ Add specialized capabilities:
## Troubleshooting Guide
### Common Issues
## Getting Help
#### Agent Not Responding
- **Cause**: Incorrect agent name or command
- **Solution**: Check available agents with `/help`
- **Prevention**: Use tab completion in supported IDEs
#### Template Errors
- **Cause**: Malformed template syntax
- **Solution**: Validate against `template-format.md`
- **Prevention**: Use provided templates as starting point
#### Context Overload
- **Cause**: Too many dependencies loaded
- **Solution**: Use specific agents instead of `bmad-master`
- **Prevention**: Choose appropriate team size
#### Installation Issues
- **Cause**: Node.js version, permissions
- **Solution**: Update Node.js, check permissions
- **Prevention**: Use recommended Node.js version (14+)
### Debugging Steps
1. **Check Installation**: `npx bmad-method status`
2. **Verify Agent**: Test with simple command
3. **Review Dependencies**: Ensure required files exist
4. **Clear Cache**: Restart IDE/browser
5. **Reinstall**: `npx bmad-method install --force`
### Getting Help
- **Discord Community**: [Join Discord](https://discord.gg/g6ypHytrCB)
- **Discord Community**: [Join Discord](https://discord.gg/gk8jAdXWmj)
- **GitHub Issues**: [Report bugs](https://github.com/bmadcode/bmad-method/issues)
- **Documentation**: [Browse docs](https://github.com/bmadcode/bmad-method/tree/main/docs)
- **YouTube**: [BMadCode Channel](https://www.youtube.com/@BMadCode)
## Best Practices and Tips
### Project Organization
#### Folder Structure
```text
project/
├── .bmad-core/ # BMad agents and resources
├── docs/ # Generated documentation
│ ├── prd.md
│ ├── architecture.md
│ └── stories/
├── src/ # Source code
└── tests/ # Test files
```
#### Document Management
- Keep generated docs in `docs/` folder
- Version control all BMad-generated content
- Regular backups of `.bmad-core/` customizations
### Recommended Development Flow
#### Planning Phase
1. **Start with Analysis**: Use analyst for market research
2. **Create PRD**: PM agent for comprehensive requirements
3. **Design Architecture**: Architect for technical foundation
4. **Plan UX**: UX Expert for user experience
#### Development Phase
1. **Shard Work**: PO to break down epics
2. **Story Development**: SM for manageable tasks
3. **Implementation**: Dev for coding
4. **Quality Assurance**: QA for testing
#### Review Process
1. **Code Review**: Dev agent for code quality
2. **Functional Testing**: QA for feature validation
3. **User Acceptance**: PO for business requirements
4. **Documentation**: Update docs as needed
### Quality Assurance
#### Code Quality
- Use dev agent for code reviews
- Implement suggested improvements
- Follow established coding standards
- Regular refactoring sessions
#### Documentation Standards
- Keep docs updated with changes
- Use templates for consistency
- Regular doc reviews with PO
- Clear, actionable user stories
#### Process Quality
- Follow Agile ceremonies
- Regular retrospectives
- Continuous improvement
- Stakeholder feedback integration
### Performance Optimization
#### Context Management
- Use specific agents vs. bmad-master
- Minimal team configurations
- Regular dependency cleanup
- Archive completed projects
#### Resource Efficiency
- Appropriate bundle sizes
- Selective agent usage
- Efficient template design
- Regular cache clearing
## Conclusion
BMad-Method provides a comprehensive framework for AI-assisted software development. By following this guide, you'll be able to:
@@ -1521,7 +1140,3 @@ BMad-Method provides a comprehensive framework for AI-assisted software developm
- Maintain high quality standards
Remember: BMad is designed to enhance your development process, not replace your expertise. Use it as a powerful tool to accelerate your projects while maintaining control over design decisions and implementation details.
---
For additional support, join our [Discord community](https://discord.gg/g6ypHytrCB) or check out the [YouTube channel](https://www.youtube.com/@BMadCode) for video tutorials and walkthroughs.