feat: implement granular step-file workflow architecture with multi-menu support

## Major Features Added
- **Step-file workflow architecture**: Transform monolithic workflows into granular step files for improved LLM adherence and consistency
- **Multi-menu handler system**: New `handler-multi.xml` enables grouped menu items with fuzzy matching
- **Workflow compliance checker**: Added automated compliance validation for all workflows
- **Create/edit agent workflows**: New structured workflows for agent creation and editing

## Workflow Enhancements
- **Create-workflow**: Expanded from 6 to 14 detailed steps covering tools, design, compliance
- **Granular step execution**: Each workflow step now has dedicated files for focused execution
- **New documentation**: Added CSV data standards, intent vs prescriptive spectrum, and common tools reference

## Complete Migration Status
- **4 workflows fully migrated**: `create-agent`, `edit-agent`, `create-workflow`, and `edit-workflow` now use the new granular step-file architecture
- **Legacy transformation**: `edit-workflow` includes built-in capability to transform legacy single-file workflows into the new improved granular format
- **Future cleanup**: Legacy versions will be removed in a future commit after validation

## Schema Updates
- **Multi-menu support**: Updated agent schema to support `triggers` array for grouped menu items
- **Legacy compatibility**: Maintains backward compatibility with single `trigger` field
- **Discussion enhancements**: Added conversational_knowledge recommendation for discussion agents

## File Structure Changes
- Added: `create-agent/`, `edit-agent/`, `edit-workflow/`, `workflow-compliance-check/` workflows
- Added: Documentation standards and CSV reference files
- Refactored: `create-workflow/steps/` with detailed granular step files

## Handler Improvements
- Enhanced `handler-exec.xml` with clearer execution instructions
- Improved data passing context for executed files
- Better error handling and user guidance

This architectural change significantly improves workflow execution consistency across all LLM models by breaking complex processes into manageable, focused steps. The edit-workflow transformation tool ensures smooth migration of existing workflows to the new format.
This commit is contained in:
Brian Madison
2025-11-30 15:09:23 -06:00
parent 829d051c91
commit 4539ca7436
107 changed files with 12704 additions and 683 deletions

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@@ -7,7 +7,7 @@ workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-02-gather.md'
nextStepFile: '{workflow_path}/steps/step-03-design.md'
nextStepFile: '{workflow_path}/steps/step-03-tools-overview.md'
workflowFile: '{workflow_path}/workflow.md'
# Output files for workflow creation process
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'

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@@ -0,0 +1,128 @@
---
name: 'step-03-tools-overview'
description: 'Present available tools from CSV and gather initial user requirements'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-03-tools-overview.md'
nextStepFile: '{workflow_path}/steps/step-04-core-tools.md'
workflowFile: '{workflow_path}/workflow.md'
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'
# Documentation References
commonToolsCsv: '{project-root}/{bmad_folder}/bmb/docs/workflows/common-workflow-tools.csv'
---
# Step 3: Tools Overview
## STEP GOAL:
Load and present available tools from the CSV, then gather the user's general tool requirements for their workflow.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow architect and integration specialist
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring expertise in BMAD tools and workflow optimization
- ✅ User brings their workflow requirements
## EXECUTION PROTOCOLS:
- 🎯 Load CSV and present tools dynamically
- 💾 Gather user's general tool requirements
- 📖 Document requirements in workflow plan
- 🚫 FORBIDDEN to proceed without user input
## SEQUENCE OF INSTRUCTIONS:
### 1. Initialize Tools Discussion
"Beginning **Tools Integration and Configuration**
Based on your workflow requirements, I'll help identify the best tools and integrations. Let me first load the available tools from our reference."
### 2. Load and Present Available Tools
Load `{commonToolsCsv}` and present tools organized by type:
"**Available BMAD Tools and Integrations:**
**Always Available (Recommended for Most Workflows):**
- [List tools from CSV where propose='always', organized by type]
**Example Tools (Available When Needed):**
- [List tools from CSV where propose='example', organized by type]
\*\*Tools requiring installation will be noted."
### 3. Gather Initial Requirements
"**Your Tool Requirements:**
Based on your workflow type and goals, what tools do you anticipate needing?
1. **Core BMAD Tools:** Do you want collaborative idea generation, critical evaluation, or brainstorming capabilities?
2. **LLM Features:** Will you need web access, file management, sub-agents, or parallel processing?
3. **Memory:** Does your workflow need persistent state across sessions?
4. **External Tools:** Will you need MCP integrations like documentation access, browser automation, or database connections?
**Initial Tool Preferences:** [gather user's general requirements]"
### 4. Document Requirements
Append to {workflowPlanFile}:
```markdown
## Tool Requirements Summary
**Initial Tool Preferences:**
- Core BMAD Tools: [user selections]
- LLM Features: [user selections]
- Memory Requirements: [user selections]
- External Tools: [user selections]
**Installation Willingness:** [user comfort level with installing tools]
```
### 5. Menu Options
Display: **Select an Option:** [C] Continue to Core Tools [M] Modify Requirements [X] Exit
#### Menu Handling Logic:
- IF C: Save requirements and load {nextStepFile}
- IF M: Refine requirements discussion
- IF X: Save current state and end session
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and requirements are documented will you load {nextStepFile} to configure core tools.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- CSV loaded and tools presented clearly
- User's initial tool requirements gathered
- Requirements documented in workflow plan
- User ready to proceed to detailed configuration
### ❌ SYSTEM FAILURE:
- Not loading tools from CSV
- Duplicating CSV content in step file
- Proceeding without user requirements input

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@@ -0,0 +1,146 @@
---
name: 'step-04-core-tools'
description: 'Configure always-available core tools and their integration points'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-04-core-tools.md'
nextStepFile: '{workflow_path}/steps/step-05-memory-requirements.md'
workflowFile: '{workflow_path}/workflow.md'
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'
# Documentation References
commonToolsCsv: '{project-root}/{bmad_folder}/bmb/docs/workflows/common-workflow-tools.csv'
---
# Step 4: Core Tools Configuration
## STEP GOAL:
Configure always-available core tools (party-mode, advanced-elicitation, brainstorming, and LLM features) with specific integration points in the workflow.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow architect and integration specialist
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring expertise in BMAD tools and integration patterns
## EXECUTION PROTOCOLS:
- 🎯 Load core tools from CSV and configure integration points
- 💾 Confirm user choices for each core tool
- 📖 Document configuration in workflow plan
- 🚫 FORBIDDEN to proceed without user confirmation
## SEQUENCE OF INSTRUCTIONS:
### 1. Initialize Core Tools Configuration
"Configuring **Core BMAD Tools and Features**
These core tools significantly enhance workflow quality. Let's configure each one for optimal integration into your workflow."
### 2. Present Core Tools from CSV
Load `{commonToolsCsv}` and filter for `propose='always'`:
"**Core Tools (Always Available):**
**Workflows & Tasks:**
- **Party-Mode:** [description from CSV]
- **Advanced Elicitation:** [description from CSV]
- **Brainstorming:** [description from CSV]
**LLM Tool Features:**
- **Web-Browsing:** [description from CSV]
- **File I/O:** [description from CSV]
- **Sub-Agents:** [description from CSV]
- **Sub-Processes:** [description from CSV]
**Tool-Memory:**
- **Sidecar File:** [description from CSV]"
### 3. Configure Integration Points
For each tool, ask about integration:
"**Core Tools Integration:**
**Workflows & Tasks:**
1. **Party-Mode** - Where should collaborative AI sessions be offered? [decision points, creative phases]
2. **Advanced Elicitation** - Where should critical evaluation checkpoints be placed? [after content creation, quality gates]
3. **Brainstorming** - Where should creative ideation be integrated? [idea generation phases, innovation points]
**LLM Features:** 4. **Web-Browsing** - When is current information needed? [real-time data, current events] 5. **File I/O** - What document operations are required? [file creation, data management] 6. **Sub-Agents** - Where would specialized delegation help? [complex tasks, parallel processing] 7. **Sub-Processes** - Where would parallel processing improve performance? [long operations, resource optimization]
**Tool-Memory:** 8. **Sidecar File** - Does your workflow need persistent state? [session continuity, agent initialization]"
### 4. Document Core Tools Configuration
Append to {workflowPlanFile}:
```markdown
## Core Tools Configuration
### Workflows & Tasks
**Party-Mode:** [included/excluded] - Integration points: [specific phases]
**Advanced Elicitation:** [included/excluded] - Integration points: [specific phases]
**Brainstorming:** [included/excluded] - Integration points: [specific phases]
### LLM Tool Features
**Web-Browsing:** [included/excluded] - Integration points: [specific phases]
**File I/O:** [included/excluded] - Integration points: [specific phases]
**Sub-Agents:** [included/excluded] - Integration points: [specific phases]
**Sub-Processes:** [included/excluded] - Integration points: [specific phases]
### Tool-Memory
**Sidecar File:** [included/excluded] - Use case: [history tracking, agent initialization]
```
### 5. Menu Options
Display: **Select an Option:** [C] Continue to Memory Configuration [M] Modify Core Tools [X] Exit
#### Menu Handling Logic:
- IF C: Save configuration and load {nextStepFile}
- IF M: Return to tool configuration
- IF X: Save current state and end session
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and core tools are documented will you load {nextStepFile} to configure memory requirements.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Core tools presented using CSV descriptions
- Integration points configured for each selected tool
- Configuration documented in workflow plan
- User understands how tools enhance workflow
### ❌ SYSTEM FAILURE:
- Duplicating CSV content instead of referencing it
- Not confirming integration points with user
- Proceeding without user confirmation of configuration

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---
name: 'step-05-memory-requirements'
description: 'Assess memory requirements and configure memory implementation'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-05-memory-requirements.md'
nextStepFile: '{project_path}/steps/step-06-external-tools.md'
workflowFile: '{workflow_path}/workflow.md'
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'
# Documentation References
commonToolsCsv: '{project-root}/{bmad_folder}/bmb/docs/workflows/common-workflow-tools.csv'
---
# Step 5: Memory Requirements Assessment
## STEP GOAL:
Assess whether the workflow needs memory capabilities and configure appropriate memory implementation.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow architect and integration specialist
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring expertise in memory implementation patterns
## EXECUTION PROTOCOLS:
- 🎯 Assess memory needs based on workflow requirements
- 💾 Present memory options from CSV
- 📖 Configure memory implementation if needed
- 🚫 FORBIDDEN to push memory when not required
## SEQUENCE OF INSTRUCTIONS:
### 1. Initialize Memory Assessment
"Assessing **Memory Requirements**
Most workflows complete their task and exit without needing persistent memory. However, some specialized workflows benefit from session-to-session continuity."
### 2. Present Memory Options from CSV
Load `{commonToolsCsv}` and filter for `type='tool-memory'`:
"**Memory Options:**
**Available Memory Types:**
- [List tool-memory options from CSV with descriptions]
**Key Question:** Does your workflow need to maintain state across multiple sessions?"
### 3. Memory Requirements Analysis
"**Memory Assessment Questions:**
1. **Session Continuity:** Will your workflow need to resume where it left off?
2. **Agent Initialization:** Will your workflow initialize agents with previous context?
3. **Pattern Recognition:** Would semantic search of past experiences be valuable?
4. **Self-Improvement:** Will your workflow learn from previous executions?
**Most workflows:** No memory needed (they complete and exit)
**Some workflows:** Sidecar files for history tracking
**Advanced workflows:** Vector database for semantic learning"
### 4. Configure Memory (If Needed)
If user selects memory:
"**Memory Configuration:**
Based on your needs, which memory type?
1. **Sidecar File** - History tracking and session continuity
2. **Vector Database** - Semantic search and pattern recognition
3. **Both** - Comprehensive memory capabilities
4. **None** - No persistent memory required
**Memory Management:** Privacy controls, cleanup strategies, access patterns"
### 5. Document Memory Configuration
Append to {workflowPlanFile}:
```markdown
## Memory Configuration
### Memory Requirements
**Sidecar File:** [selected/not selected] - Use case: [specific implementation]
**Vector Database:** [selected/not selected] - Use case: [specific implementation]
**Memory Management:** [cleanup, privacy, access patterns]
**Integration:** [how memory enhances workflow continuity]
```
### 6. Menu Options
Display: **Select an Option:** [C] Continue to External Tools [M] Modify Memory [X] Exit
#### Menu Handling Logic:
- IF C: Save memory configuration and load {nextStepFile}
- IF M: Refine memory requirements
- IF X: Save current state and end session
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and memory is documented will you load {nextStepFile} to configure external tools.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Memory options presented from CSV
- User's memory needs properly assessed
- Configuration documented appropriately
- No memory pushed when not needed
### ❌ SYSTEM FAILURE:
- Assuming memory is needed without assessment
- Duplicating CSV descriptions in step file
- Not documenting memory management strategies

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---
name: 'step-06-external-tools'
description: 'Configure MCP integrations and installation requirements'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-06-external-tools.md'
nextStepFile: '{workflow_path}/steps/step-07-installation-guidance.md'
workflowFile: '{workflow_path}/workflow.md'
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'
# Documentation References
commonToolsCsv: '{project-root}/{bmad_folder}/bmb/docs/workflows/common-workflow-tools.csv'
---
# Step 6: External Tools Configuration
## STEP GOAL:
Identify and configure MCP integrations and external tools that the workflow requires.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow architect and integration specialist
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring expertise in MCP integrations and external tools
## EXECUTION PROTOCOLS:
- 🎯 Load external tools from CSV
- 💾 Identify specific MCP needs for workflow
- 📖 Document which tools require installation
- 🚫 FORBIDDEN to proceed without confirming tool selections
## SEQUENCE OF INSTRUCTIONS:
### 1. Initialize External Tools Assessment
"Configuring **External Tools and MCP Integrations**
These tools extend workflow capabilities but typically require installation. Let's identify what your workflow actually needs."
### 2. Present External Tools from CSV
Load `{commonToolsCsv}` and filter for `propose='example'` and `type='mcp'`:
"**Available External Tools:**
**MCP Integrations (Require Installation):**
- [List MCP tools from CSV with URLs and descriptions]
**Example Workflows/Tasks:**
- [List example workflows/tasks from CSV with descriptions]
**Installation Note:** Tools marked with `requires_install=yes` will need setup steps."
### 3. Identify Specific Tool Needs
"**External Tool Requirements:**
Based on your workflow goals, which external tools do you need?
**Common MCP Needs:**
- **Documentation Access:** Context-7 for current API docs
- **Browser Automation:** Playwright for web interactions
- **Git Operations:** Direct version control integration
- **Database Access:** Multiple database connectivity
- **Custom Tools:** Any domain-specific MCPs you need
**Your Requirements:**
1. What external data or APIs will your workflow access?
2. Does your workflow need web browser automation?
3. Will it interact with version control systems?
4. Are database connections required?
5. Any custom MCPs you plan to use?"
### 4. Document External Tools Selection
Append to {workflowPlanFile}:
```markdown
## External Tools Configuration
### MCP Integrations
**Selected Tools:** [list from CSV]
**Purpose:** [how each MCP enhances workflow]
**Integration Points:** [where external tools are essential]
**Installation Required:** [yes/no, which tools]
### Example Workflows/Tasks
**Selected:** [list chosen workflows/tasks]
**Purpose:** [how they enhance workflow capabilities]
**Integration:** [where they fit in workflow flow]
```
### 5. Installation Assessment
"**Installation Requirements Assessment:**
**Tools Requiring Installation:** [list from CSV where requires_install=yes]
**Installation Guidance Options:**
1. Include detailed setup steps in workflow
2. Provide user installation checklist
3. Assume tools are pre-installed
**Your Preference:** [ask user how to handle installation]"
### 6. Menu Options
Display: **Select an Option:** [C] Continue to Installation Guidance [M] Modify External Tools [X] Exit
#### Menu Handling Logic:
- IF C: Save selections and load {nextStepFile}
- IF M: Refine external tool requirements
- IF X: Save current state and end session
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and external tools are documented will you load {nextStepFile} to configure installation guidance.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- External tools presented from CSV with installation requirements
- User's specific tool needs identified and documented
- Installation requirements clearly marked
- User understands which tools need setup
### ❌ SYSTEM FAILURE:
- Not filtering CSV for relevant tool types
- Missing installation requirement information
- Proceeding without confirming tool selections

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---
name: 'step-07-installation-guidance'
description: 'Configure installation guidance for tools that require setup'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-07-installation-guidance.md'
nextStepFile: '{workflow_path}/steps/step-08-tools-summary.md'
workflowFile: '{workflow_path}/workflow.md'
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'
# Documentation References
commonToolsCsv: '{project-root}/{bmad_folder}/bmb/docs/workflows/common-workflow-tools.csv'
---
# Step 7: Installation Guidance Configuration
## STEP GOAL:
Configure installation guidance for any selected tools that require setup, ensuring users can successfully prepare their environment.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow architect and integration specialist
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring expertise in tool installation and setup procedures
## EXECUTION PROTOCOLS:
- 🎯 Identify tools requiring installation from CSV
- 💾 Configure installation approach based on user preference
- 📖 Generate or skip installation guidance as appropriate
- 🚫 FORBIDDEN to proceed without confirming installation approach
## SEQUENCE OF INSTRUCTIONS:
### 1. Initialize Installation Guidance
"Configuring **Installation Guidance**
Let's ensure users can successfully set up any tools your workflow requires. This prevents runtime errors and improves user experience."
### 2. Identify Installation Requirements
Load `{commonToolsCsv}` and filter for selected tools with `requires_install=yes`:
"**Installation Requirements:**
**Tools Requiring Installation:**
- [List selected tools from CSV where requires_install=yes]
- [Include URLs from CSV for each tool]
**No Installation Required:**
- [List selected tools from CSV where requires_install=no]
- All BMAD core tools, LLM features, and sidecar file memory"
### 3. Installation Approach Options
"**Installation Guidance Options:**
Based on your selected tools, how should the workflow handle installation?
1. **Include Installation Steps** - Add detailed setup instructions in early workflow step
2. **User Instructions Only** - Provide guidance but don't embed in workflow
3. **Assume Pre-Installed** - Skip installation guidance (advanced users)
**Installation Prerequisites (if included):**
- Node.js 18+ (for Node.js-based MCPs)
- Python 3.8+ (for Python-based MCPs)
- Git for cloning repositories
- MCP-compatible AI client (Claude Desktop or similar)"
### 4. Configure Installation Guidance
If user chooses installation guidance:
"**Installation Step Configuration:**
For each tool requiring installation, the workflow will include:
- Clone/download instructions using URL from CSV
- Dependency installation commands
- Configuration file setup
- Server startup procedures
- Claude Desktop configuration steps
**Installation Checklist (if included):**
- [ ] Download and install Claude Desktop
- [ ] Clone MCP repositories
- [ ] Install required dependencies
- [ ] Configure MCP servers
- [ ] Add to Claude configuration
- [ ] Test connectivity
- [ ] Verify functionality"
### 5. Document Installation Configuration
Append to {workflowPlanFile}:
```markdown
## Installation Guidance Configuration
### Installation Approach
**Selected Approach:** [detailed steps/user instructions/assume pre-installed]
**Tools Requiring Installation:** [list with URLs]
**Installation Step Placement:** [early in workflow, after setup]
### Installation Content
**Prerequisites:** [system requirements]
**Setup Steps:** [commands and procedures]
**Verification:** [testing procedures]
**User Support:** [troubleshooting guidance]
```
### 6. Menu Options
Display: **Select an Option:** [C] Continue to Tools Summary [M] Modify Installation Approach [X] Exit
#### Menu Handling Logic:
- IF C: Save installation configuration and load {nextStepFile}
- IF M: Refine installation approach
- IF X: Save current state and end session
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and installation guidance is documented will you load {nextStepFile} to complete tools configuration.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Installation requirements clearly identified from CSV
- Installation approach configured based on user preference
- Documentation prepared for setup procedures
- User understands how tools will be installed
### ❌ SYSTEM FAILURE:
- Missing installation requirement assessment
- Not using URLs from CSV for installation guidance
- Proceeding without confirming installation approach

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---
name: 'step-08-tools-summary'
description: 'Summarize tools configuration and proceed to workflow design'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-08-tools-summary.md'
nextStepFile: '{workflow_path}/steps/step-04-design.md'
workflowFile: '{workflow_path}/workflow.md'
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'
# Documentation References
commonToolsCsv: '{project-root}/{bmad_folder}/bmb/docs/workflows/common-workflow-tools.csv'
---
# Step 8: Tools Configuration Summary
## STEP GOAL:
Summarize the complete tools configuration and confirm readiness to proceed to workflow design.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow architect and integration specialist
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring expertise in tools integration and workflow optimization
## EXECUTION PROTOCOLS:
- 🎯 Compile complete tools configuration summary
- 💾 Present final configuration for user confirmation
- 📖 Update workflow plan with comprehensive summary
- 🚫 FORBIDDEN to proceed to design without user confirmation
## SEQUENCE OF INSTRUCTIONS:
### 1. Initialize Tools Summary
"**Tools Configuration Summary**
Let's review your complete tools configuration before proceeding to workflow design. This ensures all integrations are properly planned."
### 2. Present Complete Configuration
Load all previous configurations from {workflowPlanFile} and CSV:
"**Complete Tools Configuration:**
**Core BMAD Tools:**
- [List selected core tools with integration points]
- [Load descriptions from CSV for confirmation]
**LLM Tool Features:**
- [List selected LLM features with integration points]
- [Load descriptions from CSV for confirmation]
**Tool-Memory:**
- [Selected memory types with implementation details]
- [Load descriptions from CSV for confirmation]
**External Tools:**
- [List selected MCP integrations with URLs]
- [Load descriptions from CSV for confirmation]
- [Mark which require installation]
**Installation Guidance:**
- [Approach selected and tools included]
- [Setup steps configured as needed]
**Integration Strategy:**
- [How tools enhance rather than disrupt workflow]
- [Checkpoint approaches and user choice points]
- [Performance optimization opportunities]"
### 3. Final Configuration Confirmation
"**Final Configuration Review:**
**Your workflow will include:**
- **Total Tools:** [count of selected tools]
- **Core Tools:** [number selected]
- **External Tools:** [number selected]
- **Installation Required:** [yes/no, which tools]
**Key Integration Points:**
- [Major phases where tools enhance workflow]
- [User experience considerations]
- [Performance optimizations]
**Ready to proceed with this configuration?**"
### 4. Update Workflow Plan with Final Summary
Append to {workflowPlanFile}:
```markdown
## Final Tools Configuration Summary
### Tools Inventory
**Core BMAD Tools:** [count and list]
**LLM Features:** [count and list]
**Memory Implementation:** [type and use case]
**External Tools:** [count and list with URLs]
**Installation Required:** [tools and setup complexity]
### Integration Strategy
**User Experience:** [how tools enhance workflow]
**Checkpoint Approach:** [when tools are offered]
**Performance Optimization:** [efficiency improvements]
**Installation Strategy:** [how users prepare environment]
### Ready for Design
All tools configured and ready for workflow design phase.
```
### 5. Menu Options
Display: **Select an Option:** [C] Continue to Workflow Design [M] Modify Configuration [X] Exit
#### Menu Handling Logic:
- IF C: Save final summary, update frontmatter stepsCompleted: [3, 4, 5, 6, 7, 8], then load {nextStepFile}
- IF M: Return to specific configuration step
- IF X: Save current state and end session
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and summary is saved will you load {nextStepFile} to begin workflow design phase.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Complete tools configuration summarized clearly
- All descriptions loaded from CSV (not duplicated)
- User confirms configuration before proceeding
- Frontmatter updated with completed steps
- Ready to proceed to workflow design
### ❌ SYSTEM FAILURE:
- Not presenting complete configuration summary
- Duplicating CSV content instead of referencing it
- Proceeding to design without user confirmation
- Not updating workflow plan with final summary

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@@ -1,13 +1,13 @@
---
name: 'step-03-design'
description: 'Design the workflow structure and step sequence based on gathered requirements'
name: 'step-04-design'
description: 'Design the workflow structure and step sequence based on gathered requirements and tools configuration'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-03-design.md'
nextStepFile: '{workflow_path}/steps/step-04-build.md'
thisStepFile: '{workflow_path}/steps/step-04-design.md'
nextStepFile: '{workflow_path}/steps/step-05-review-plan.md'
workflowFile: '{workflow_path}/workflow.md'
# Output files for workflow creation process
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'

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@@ -1,13 +1,13 @@
---
name: 'step-04-review-plan'
name: 'step-05-review-plan'
description: 'Review the complete workflow plan before generating files'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-04-review-plan.md'
nextStepFile: '{workflow_path}/steps/step-05-build.md'
thisStepFile: '{workflow_path}/steps/step-05-review-plan.md'
nextStepFile: '{workflow_path}/steps/step-06-build.md'
workflowFile: '{workflow_path}/workflow.md'
# Output files for workflow creation process
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'

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@@ -1,13 +1,13 @@
---
name: 'step-05-build'
name: 'step-06-build'
description: 'Generate all workflow files based on the approved plan'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-05-build.md'
nextStepFile: '{workflow_path}/steps/step-06-review.md'
thisStepFile: '{workflow_path}/steps/step-06-build.md'
nextStepFile: '{workflow_path}/steps/step-07-review.md'
workflowFile: '{workflow_path}/workflow.md'
# Output files for workflow creation process
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'

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@@ -1,16 +1,17 @@
---
name: 'step-06-review'
name: 'step-07-review'
description: 'Review the generated workflow and provide final validation and next steps'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-06-review.md'
thisStepFile: '{workflow_path}/steps/step-07-review.md'
workflowFile: '{workflow_path}/workflow.md'
# Output files for workflow creation process
workflowPlanFile: '{output_folder}/workflow-plan-{new_workflow_name}.md'
targetWorkflowPath: '{custom_workflow_location}/{new_workflow_name}'
nextStepFile: '{workflow_path}/steps/step-08-compliance-check.md'
# Task References
advancedElicitationTask: '{project-root}/{bmad_folder}/core/tasks/advanced-elicitation.xml'
@@ -203,12 +204,12 @@ Then load and append the content from {completionTemplate}
## FINAL MENU OPTIONS
Display: **Workflow Creation Complete!** [A] Advanced Elicitation [P] Party Mode [F] Finish
Display: **Workflow Review Complete!** [A] Advanced Elicitation [P] Party Mode [C] Continue to Compliance Check
#### EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- This is the final step - only 'F' will complete the process
- Compliance check is required before workflow completion
- After other menu items execution, return to this menu
- User can chat or ask questions - always respond and then end with display again of the menu options
- Use menu handling logic section below
@@ -217,12 +218,12 @@ Display: **Workflow Creation Complete!** [A] Advanced Elicitation [P] Party Mode
- IF A: Execute {advancedElicitationTask}
- IF P: Execute {partyModeWorkflow}
- IF F: Mark workflow as complete, provide final summary, and end session
- IF C: Save content to {workflowPlanFile}, update frontmatter, then only then load, read entire file, then execute {nextStepFile}
- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#final-menu-options)
## FINAL STEP COMPLETION NOTE
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN F is selected and workflow is marked as complete will the session end. Update frontmatter to mark the entire workflow creation process as complete and provide the user with their final deliverables.
ONLY WHEN C is selected and content is saved to {workflowPlanFile} with frontmatter updated, will you then load and read fully {nextStepFile} to execute and begin compliance validation phase.
---

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@@ -0,0 +1,268 @@
---
name: 'step-08-compliance-check'
description: 'Run comprehensive compliance validation on the created workflow'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/create-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-08-compliance-check.md'
workflowFile: '{workflow_path}/workflow.md'
generatedWorkflowPath: '{target_workflow_path}'
complianceCheckWorkflow: '{project-root}/{bmad_folder}/bmb/workflows/workflow-compliance-check/workflow.md'
# Task References
complianceCheckTask: '{project-root}/{bmad_folder}/bmb/workflows/workflow-compliance-check/workflow.md'
---
# Step 8: Compliance Validation
## STEP GOAL:
Run comprehensive compliance validation on the newly created workflow using the workflow-compliance-check workflow to ensure it meets all BMAD standards before completion.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow architect and quality assurance specialist
- ✅ If you already have been given a name, communication_style, and persona, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring expertise in BMAD standards and workflow validation
- ✅ User brings their newly created workflow and needs quality assurance
### Step-Specific Rules:
- 🎯 Focus only on running compliance validation on the created workflow
- 🚫 FORBIDDEN to skip compliance validation or declare workflow complete without it
- 💬 Approach: Quality-focused, thorough, and collaborative
- 📋 Ensure user understands compliance results and next steps
## EXECUTION PROTOCOLS:
- 🎯 Launch workflow-compliance-check on the generated workflow
- 💾 Review compliance report and present findings to user
- 📖 Explain any issues found and provide fix recommendations
- 🚫 FORBIDDEN to proceed without compliance validation completion
## CONTEXT BOUNDARIES:
- Available context: Newly created workflow files from previous build step
- Focus: Compliance validation using workflow-compliance-check workflow
- Limits: Validation and reporting only, no further workflow modifications
- Dependencies: Successful workflow creation in previous step
## Sequence of Instructions (Do not deviate, skip, or optimize)
### 1. Initialize Compliance Validation
"**Final Step: Workflow Compliance Validation**
Your workflow has been created! Now let's run a comprehensive compliance check to ensure it meets all BMAD standards and follows best practices.
This validation will check:
- Template compliance (workflow-template.md and step-template.md)
- File size optimization and markdown formatting
- CSV data file standards (if applicable)
- Intent vs Prescriptive spectrum alignment
- Web search and subprocess optimization
- Overall workflow flow and goal alignment"
### 2. Launch Compliance Check Workflow
**A. Execute Compliance Validation:**
"Running comprehensive compliance validation on your workflow...
Target: `{generated_workflow_path}`
**Executing:** {complianceCheckTask}
**Validation Scope:** Full 8-phase compliance analysis
**Expected Duration:** Thorough validation may take several minutes"
**B. Monitor Validation Progress:**
Provide updates as the validation progresses:
- "✅ Workflow.md validation in progress..."
- "✅ Step-by-step compliance checking..."
- "✅ File size and formatting analysis..."
- "✅ Intent spectrum assessment..."
- "✅ Web search optimization analysis..."
- "✅ Holistic workflow analysis..."
- "✅ Generating comprehensive compliance report..."
### 3. Compliance Report Analysis
**A. Review Validation Results:**
"**Compliance Validation Complete!**
**Overall Assessment:** [PASS/PARTIAL/FAIL - based on compliance report]
- **Critical Issues:** [number found]
- **Major Issues:** [number found]
- **Minor Issues:** [number found]
- **Compliance Score:** [percentage]%"
**B. Present Key Findings:**
"**Key Compliance Results:**
- **Template Adherence:** [summary of template compliance]
- **File Optimization:** [file size and formatting issues]
- **Intent Spectrum:** [spectrum positioning validation]
- **Performance Optimization:** [web search and subprocess findings]
- **Overall Flow:** [workflow structure and completion validation]"
### 4. Issue Resolution Options
**A. Review Compliance Issues:**
If issues are found:
"**Issues Requiring Attention:**
**Critical Issues (Must Fix):**
[List any critical violations that prevent workflow functionality]
**Major Issues (Should Fix):**
[List major issues that impact quality or maintainability]
**Minor Issues (Nice to Fix):**
[List minor standards compliance issues]"
**B. Resolution Options:**
"**Resolution Options:**
1. **Automatic Fixes** - I can apply automated fixes where possible
2. **Manual Guidance** - I'll guide you through manual fixes step by step
3. **Edit Workflow Launch** - Launch edit-agent with this compliance report
4. **Accept as Is** - Proceed with current state (if no critical issues)
5. **Detailed Review** - Review full compliance report in detail"
### 5. Final Validation Confirmation
**A. User Choice Handling:**
Based on user selection:
- **If Automatic Fixes**: Apply fixes and re-run validation
- **If Manual Guidance**: Provide step-by-step fix instructions
- **If Edit Workflow**: Launch edit-agent with compliance report context
- **If Accept as Is**: Confirm understanding of any remaining issues
- **If Detailed Review**: Present full compliance report
**B. Final Status Confirmation:**
"**Workflow Compliance Status:** [FINAL/PROVISIONAL]
**Completion Criteria:**
- ✅ All critical issues resolved
- ✅ Major issues addressed or accepted
- ✅ Compliance documentation complete
- ✅ User understands any remaining minor issues
**Your workflow is ready for production use!**"
### 6. Completion Documentation
**A. Update Workflow Completion:**
Document final compliance status:
- **Validation Date:** [current date]
- **Compliance Score:** [final percentage]
- **Issues Resolved:** [summary of fixes applied]
- **Remaining Issues:** [any accepted minor issues]
**B. Final User Guidance:**
"**Next Steps for Your Workflow:**
1. **Test the workflow** with real users to validate functionality
2. **Monitor performance** and consider optimization opportunities
3. **Gather feedback** for potential future improvements
4. **Consider compliance check** periodically for maintenance
**Support Resources:**
- Use workflow-compliance-check for future validations
- Refer to BMAD documentation for best practices
- Consider edit-agent for future modifications"
### 7. Workflow Completion
**A. Final Celebration:**
"🎉 **Congratulations! Your BMAD workflow is complete and compliant!**
**Workflow Summary:**
- **Name:** {new_workflow_name}
- **Location:** {target_workflow_path}
- **Compliance Status:** Fully validated
- **Ready for:** Production use
**You've successfully created a professional BMAD workflow that:**
- ✅ Follows all BMAD standards and templates
- ✅ Optimizes file sizes and performance
- ✅ Implements appropriate Intent vs Prescriptive positioning
- ✅ Includes efficient tool integrations
- ✅ Provides excellent user experience
**Great work!**"
**B. Completion Options:**
"**Workflow Creation Complete!**
**Select an Option:**
- [C] Complete - Finish workflow creation
- [T] Test Workflow - Try a test run (if workflow supports testing)
- [D] Documentation - View full compliance report
- [M] More Modifications - Make additional changes"
## Menu Handling Logic:
- IF C: End workflow creation successfully with completion summary
- IF T: If workflow supports testing, suggest test execution method
- IF D: Present detailed compliance report findings
- IF M: Return to edit-agent for additional modifications
- IF Any other comments or queries: respond and redisplay completion options
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN compliance validation is complete and user confirms final workflow status, will the workflow creation process be considered successfully finished.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Comprehensive compliance validation executed on created workflow
- All compliance issues identified and documented with severity rankings
- User provided with clear understanding of validation results
- Appropriate resolution options offered and implemented
- Final workflow meets BMAD standards and is ready for production
- User satisfaction with workflow quality and compliance
### ❌ SYSTEM FAILURE:
- Skipping compliance validation before workflow completion
- Not addressing critical compliance issues found during validation
- Failing to provide clear guidance on issue resolution
- Declaring workflow complete without ensuring standards compliance
- Not documenting final compliance status for future reference
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

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@@ -51,7 +51,7 @@ This uses **step-file architecture** for disciplined execution:
Load and read full config from {project-root}/{bmad_folder}/bmb/config.yaml and resolve:
- `project_name`, `output_folder`, `user_name`, `communication_language`, `document_output_language`
- `project_name`, `output_folder`, `user_name`, `communication_language`, `document_output_language`, `custom_workflow_location`
### 2. First Step EXECUTION