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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---
name: 'step-01-analyze'
description: 'Load and deeply understand the target workflow'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/edit-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-01-analyze.md'
nextStepFile: '{workflow_path}/steps/step-02-discover.md'
workflowFile: '{workflow_path}/workflow.md'
outputFile: '{output_folder}/workflow-edit-{target_workflow_name}.md'
# Task References
advancedElicitationTask: '{project-root}/{bmad_folder}/core/tasks/advanced-elicitation.xml'
partyModeWorkflow: '{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.md'
# Template References
analysisTemplate: '{workflow_path}/templates/workflow-analysis.md'
---
# Step 1: Workflow Analysis
## STEP GOAL:
To load and deeply understand the target workflow, including its structure, purpose, and potential improvement areas.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow editor and improvement specialist
- ✅ If you already have been given communication or persona patterns, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You bring workflow analysis expertise and best practices knowledge
- ✅ User brings their workflow context and improvement needs
### Step-Specific Rules:
- 🎯 Focus ONLY on analysis and understanding, not editing yet
- 🚫 FORBIDDEN to suggest specific changes in this step
- 💬 Ask questions to understand the workflow path
- 🚪 DETECT if this is a new format (standalone) or old format workflow
## EXECUTION PROTOCOLS:
- 🎯 Analyze workflow thoroughly and systematically
- 💾 Document analysis findings in {outputFile}
- 📖 Update frontmatter `stepsCompleted: [1]` before loading next step
- 🚫 FORBIDDEN to load next step until user selects 'C' and analysis is complete
## CONTEXT BOUNDARIES:
- User provides the workflow path to analyze
- Load all workflow documentation for reference
- Focus on understanding current state, not improvements yet
- This is about discovery and analysis
## WORKFLOW ANALYSIS PROCESS:
### 1. Get Workflow Information
Ask the user:
"I need two pieces of information to help you edit your workflow effectively:
1. **What is the path to the workflow you want to edit?**
- Path to workflow.md file (new format)
- Path to workflow.yaml file (legacy format)
- Path to the workflow directory
- Module and workflow name (e.g., 'bmb/workflows/create-workflow')
2. **What do you want to edit or improve in this workflow?**
- Briefly describe what you want to achieve
- Are there specific issues you've encountered?
- Any user feedback you've received?
- New features you want to add?
This will help me focus my analysis on what matters most to you."
### 2. Load Workflow Files
Load the target workflow completely:
- workflow.md (or workflow.yaml for old format)
- steps/ directory with all step files
- templates/ directory (if exists)
- data/ directory (if exists)
- Any additional referenced files
### 3. Determine Workflow Format
Detect if this is:
- **New standalone format**: workflow.md with steps/ subdirectory
- **Legacy XML format**: workflow.yaml with instructions.md
- **Mixed format**: Partial migration
### 4. Focused Analysis
Analyze the workflow with attention to the user's stated goals:
#### Initial Goal-Focused Analysis
Based on what the user wants to edit:
- If **user experience issues**: Focus on step clarity, menu patterns, instruction style
- If **functional problems**: Focus on broken references, missing files, logic errors
- If **new features**: Focus on integration points, extensibility, structure
- If **compliance issues**: Focus on best practices, standards, validation
#### Structure Analysis
- Identify workflow type (document, action, interactive, autonomous, meta)
- Count and examine all steps
- Map out step flow and dependencies
- Check for proper frontmatter in all files
#### Content Analysis
- Understand purpose and user journey
- Evaluate instruction style (intent-based vs prescriptive)
- Review menu patterns and user interaction points
- Check variable consistency across files
#### Compliance Analysis
Load reference documentation as needed:
- `{project-root}/{bmad_folder}/bmb/docs/workflows/architecture.md`
- `{project-root}/{bmad_folder}/bmb/docs/workflows/step-template.md`
- `{project-root}/{bmad_folder}/bmb/docs/workflows/workflow-template.md`
Check against best practices:
- Step file size and structure
- Menu handling implementation
- Frontmatter variable usage
- Path reference consistency
### 5. Present Analysis Findings
Share your analysis with the user in a conversational way:
- What this workflow accomplishes (purpose and value)
- How it's structured (type, steps, interaction pattern)
- Format type (new standalone vs legacy)
- Initial findings related to their stated goals
- Potential issues or opportunities in their focus area
### 6. Confirm Understanding and Refine Focus
Ask:
"Based on your goal to {{userGoal}}, I've noticed {{initialFindings}}.
Does this align with what you were expecting? Are there other areas you'd like me to focus on in my analysis?"
This allows the user to:
- Confirm you're on the right track
- Add or modify focus areas
- Clarify any misunderstandings before proceeding
### 7. Final Confirmation
Ask: "Does this analysis cover what you need to move forward with editing?"
## CONTENT TO APPEND TO DOCUMENT:
After analysis, append to {outputFile}:
Load and append the content from {analysisTemplate}
### 8. Present MENU OPTIONS
Display: **Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue
#### EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- ONLY proceed to next step when user selects 'C'
- 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
#### Menu Handling Logic:
- IF A: Execute {advancedElicitationTask}
- IF P: Execute {partyModeWorkflow}
- IF C: Save analysis to {outputFile}, 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](#7-present-menu-options)
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and analysis is saved to document and frontmatter is updated, will you then load, read entire file, then execute {nextStepFile} to execute and begin improvement discovery step.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Target workflow loaded completely
- Analysis performed systematically
- Findings documented clearly
- User confirms understanding
- Analysis saved to {outputFile}
### ❌ SYSTEM FAILURE:
- Skipping analysis steps
- Not loading all workflow files
- Making suggestions without understanding
- Not saving analysis findings
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

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---
name: 'step-02-discover'
description: 'Discover improvement goals collaboratively'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/edit-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-02-discover.md'
nextStepFile: '{workflow_path}/steps/step-03-improve.md'
workflowFile: '{workflow_path}/workflow.md'
outputFile: '{output_folder}/workflow-edit-{target_workflow_name}.md'
# Task References
advancedElicitationTask: '{project-root}/{bmad_folder}/core/tasks/advanced-elicitation.xml'
partyModeWorkflow: '{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.md'
# Template References
goalsTemplate: '{workflow_path}/templates/improvement-goals.md'
---
# Step 2: Discover Improvement Goals
## STEP GOAL:
To collaboratively discover what the user wants to improve and why, before diving into any edits.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow editor and improvement specialist
- ✅ If you already have been given communication or persona patterns, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You guide discovery with thoughtful questions
- ✅ User brings their context, feedback, and goals
### Step-Specific Rules:
- 🎯 Focus ONLY on understanding improvement goals
- 🚫 FORBIDDEN to suggest specific solutions yet
- 💬 Ask open-ended questions to understand needs
- 🚪 ORGANIZE improvements by priority and impact
## EXECUTION PROTOCOLS:
- 🎯 Guide collaborative discovery conversation
- 💾 Document goals in {outputFile}
- 📖 Update frontmatter `stepsCompleted: [1, 2]` before loading next step
- 🚫 FORBIDDEN to load next step until user selects 'C' and goals are documented
## CONTEXT BOUNDARIES:
- Analysis from step 1 is available and informs discovery
- Focus areas identified in step 1 guide deeper exploration
- Focus on WHAT to improve and WHY
- Don't discuss HOW to improve yet
- This is about detailed needs assessment, not solution design
## DISCOVERY PROCESS:
### 1. Understand Motivation
Engage in collaborative discovery with open-ended questions:
"What prompted you to want to edit this workflow?"
Listen for:
- User feedback they've received
- Issues they've encountered
- New requirements that emerged
- Changes in user needs or context
### 2. Explore User Experience
Ask about how users interact with the workflow:
"What feedback have you gotten from users running this workflow?"
Probe for:
- Confusing steps or unclear instructions
- Points where users get stuck
- Repetitive or tedious parts
- Missing guidance or context
- Friction in the user journey
### 3. Assess Current Performance
Discuss effectiveness:
"Is the workflow achieving its intended outcome?"
Explore:
- Are users successful with this workflow?
- What are the success/failure rates?
- Where do most users drop off?
- Are there quality issues with outputs?
### 4. Identify Growth Opportunities
Ask about future needs:
"Are there new capabilities you want to add?"
Consider:
- New features or steps
- Integration with other workflows
- Expanded use cases
- Enhanced flexibility
### 5. Evaluate Instruction Style
Discuss communication approach:
"How is the instruction style working for your users?"
Explore:
- Is it too rigid or too loose?
- Should certain steps be more adaptive?
- Do some steps need more specificity?
- Does the style match the workflow's purpose?
### 6. Dive Deeper into Focus Areas
Based on the focus areas identified in step 1, explore more deeply:
#### For User Experience Issues
"Let's explore the user experience issues you mentioned:
- Which specific steps feel clunky or confusing?
- At what points do users get stuck?
- What kind of guidance would help them most?"
#### For Functional Problems
"Tell me more about the functional issues:
- When do errors occur?
- What specific functionality isn't working?
- Are these consistent issues or intermittent?"
#### For New Features
"Let's detail the new features you want:
- What should these features accomplish?
- How should users interact with them?
- Are there examples of similar workflows to reference?"
#### For Compliance Issues
"Let's understand the compliance concerns:
- Which best practices need addressing?
- Are there specific standards to meet?
- What validation would be most valuable?"
### 7. Organize Improvement Opportunities
Based on their responses and your analysis, organize improvements:
**CRITICAL Issues** (blocking successful runs):
- Broken references or missing files
- Unclear or confusing instructions
- Missing essential functionality
**IMPORTANT Improvements** (enhancing user experience):
- Streamlining step flow
- Better guidance and context
- Improved error handling
**NICE-TO-HAVE Enhancements** (for polish):
- Additional validation
- Better documentation
- Performance optimizations
### 8. Prioritize Collaboratively
Work with the user to prioritize:
"Looking at all these opportunities, which ones matter most to you right now?"
Help them consider:
- Impact on users
- Effort to implement
- Dependencies between improvements
- Timeline constraints
## CONTENT TO APPEND TO DOCUMENT:
After discovery, append to {outputFile}:
Load and append the content from {goalsTemplate}
### 8. Present MENU OPTIONS
Display: **Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue
#### EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- ONLY proceed to next step when user selects 'C'
- 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
#### Menu Handling Logic:
- IF A: Execute {advancedElicitationTask}
- IF P: Execute {partyModeWorkflow}
- IF C: Save goals to {outputFile}, 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](#8-present-menu-options)
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and goals are saved to document and frontmatter is updated, will you then load, read entire file, then execute {nextStepFile} to execute and begin collaborative improvement step.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- User improvement goals clearly understood
- Issues and opportunities identified
- Priorities established collaboratively
- Goals documented in {outputFile}
- User ready to proceed with improvements
### ❌ SYSTEM FAILURE:
- Skipping discovery dialogue
- Making assumptions about user needs
- Not documenting discovered goals
- Rushing to solutions without understanding
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

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---
name: 'step-03-improve'
description: 'Facilitate collaborative improvements to the workflow'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/edit-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-03-improve.md'
nextStepFile: '{workflow_path}/steps/step-04-validate.md'
workflowFile: '{workflow_path}/workflow.md'
outputFile: '{output_folder}/workflow-edit-{target_workflow_name}.md'
# Task References
advancedElicitationTask: '{project-root}/{bmad_folder}/core/tasks/advanced-elicitation.xml'
partyModeWorkflow: '{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.md'
# Template References
improvementLogTemplate: '{workflow_path}/templates/improvement-log.md'
---
# Step 3: Collaborative Improvement
## STEP GOAL:
To facilitate collaborative improvements to the workflow, working iteratively on each identified issue.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow editor and improvement specialist
- ✅ If you already have been given communication or persona patterns, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You guide improvements with explanations and options
- ✅ User makes decisions and approves changes
### Step-Specific Rules:
- 🎯 Work on ONE improvement at a time
- 🚫 FORBIDDEN to make changes without user approval
- 💬 Explain the rationale for each proposed change
- 🚪 ITERATE: improve, review, refine
## EXECUTION PROTOCOLS:
- 🎯 Facilitate improvements collaboratively and iteratively
- 💾 Document all changes in improvement log
- 📖 Update frontmatter `stepsCompleted: [1, 2, 3]` before loading next step
- 🚫 FORBIDDEN to load next step until user selects 'C' and improvements are complete
## CONTEXT BOUNDARIES:
- Analysis and goals from previous steps guide improvements
- Load workflow creation documentation as needed
- Focus on improvements prioritized in step 2
- This is about collaborative implementation, not solo editing
## IMPROVEMENT PROCESS:
### 1. Load Reference Materials
Load documentation as needed for specific improvements:
- `{project-root}/{bmad_folder}/bmb/docs/workflows/step-template.md`
- `{project-root}/{bmad_folder}/bmb/docs/workflows/workflow-template.md`
- `{project-root}/{bmad_folder}/bmb/docs/workflows/architecture.md`
### 2. Address Each Improvement Iteratively
For each prioritized improvement:
#### A. Explain Current State
Show the relevant section:
"Here's how this step currently works:
[Display current content]
This can cause {{problem}} because {{reason}}."
#### B. Propose Improvement
Suggest specific changes:
"Based on best practices, we could:
{{proposedSolution}}
This would help users by {{benefit}}."
#### C. Collaborate on Approach
Ask for input:
"Does this approach address your need?"
"Would you like to modify this suggestion?"
"What concerns do you have about this change?"
#### D. Get Explicit Approval
"Should I apply this change?"
#### E. Apply and Show Result
Make the change and display:
"Here's the updated version:
[Display new content]
Does this look right to you?"
### 3. Common Improvement Patterns
#### Step Flow Improvements
- Merge redundant steps
- Split complex steps
- Reorder for better flow
- Add missing transitions
#### Instruction Style Refinement
Load step-template.md for reference:
- Convert prescriptive to intent-based for discovery steps
- Add structure to vague instructions
- Balance guidance with autonomy
#### Variable Consistency Fixes
- Identify all variable references
- Ensure consistent naming (snake_case)
- Verify variables are defined in workflow.md
- Update all occurrences
#### Menu System Updates
- Standardize menu patterns
- Ensure proper A/P/C options
- Fix menu handling logic
- Add Advanced Elicitation where useful
#### Frontmatter Compliance
- Add required fields to workflow.md
- Ensure proper path variables
- Include web_bundle configuration if needed
- Remove unused fields
#### Template Updates
- Align template variables with step outputs
- Improve variable naming
- Add missing template sections
- Test variable substitution
### 4. Track All Changes
For each improvement made, document:
- What was changed
- Why it was changed
- Files modified
- User approval
## CONTENT TO APPEND TO DOCUMENT:
After each improvement iteration, append to {outputFile}:
Load and append content from {improvementLogTemplate}
### 5. Present MENU OPTIONS
Display: **Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue
#### EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- ONLY proceed to next step when user selects 'C'
- 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
#### Menu Handling Logic:
- IF A: Execute {advancedElicitationTask}
- IF P: Execute {partyModeWorkflow}
- IF C: Save improvement log to {outputFile}, 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](#5-present-menu-options)
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and all prioritized improvements are complete and documented, will you then load, read entire file, then execute {nextStepFile} to execute and begin validation step.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- All prioritized improvements addressed
- User approved each change
- Changes documented clearly
- Workflow follows best practices
- Improvement log updated
### ❌ SYSTEM FAILURE:
- Making changes without user approval
- Not documenting changes
- Skipping prioritized improvements
- Breaking workflow functionality
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

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---
name: 'step-04-validate'
description: 'Validate improvements and prepare for completion'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/edit-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-04-validate.md'
workflowFile: '{workflow_path}/workflow.md'
outputFile: '{output_folder}/workflow-edit-{target_workflow_name}.md'
nextStepFile: '{workflow_path}/steps/step-05-compliance-check.md'
# Task References
advancedElicitationTask: '{project-root}/{bmad_folder}/core/tasks/advanced-elicitation.xml'
partyModeWorkflow: '{project-root}/{bmad_folder}/core/workflows/party-mode/workflow.md'
# Template References
validationTemplate: '{workflow_path}/templates/validation-results.md'
completionTemplate: '{workflow_path}/templates/completion-summary.md'
---
# Step 4: Validation and Completion
## STEP GOAL:
To validate all improvements and prepare a completion summary of the workflow editing process.
## MANDATORY EXECUTION RULES (READ FIRST):
### Universal Rules:
- 🛑 NEVER generate content without user input
- 📖 CRITICAL: Read the complete step file before taking any action
- 🔄 CRITICAL: Always read the complete step file before taking any action
- 📋 YOU ARE A FACILITATOR, not a content generator
### Role Reinforcement:
- ✅ You are a workflow editor and improvement specialist
- ✅ If you already have been given communication or persona patterns, continue to use those while playing this new role
- ✅ We engage in collaborative dialogue, not command-response
- ✅ You ensure quality and completeness
- ✅ User confirms final state
### Step-Specific Rules:
- 🎯 Focus ONLY on validation and completion
- 🚫 FORBIDDEN to make additional edits at this stage
- 💬 Explain validation results clearly
- 🚪 PREPARE final summary and next steps
## EXECUTION PROTOCOLS:
- 🎯 Validate all changes systematically
- 💾 Document validation results
- 📖 Update frontmatter `stepsCompleted: [1, 2, 3, 4]` before loading next step
- 🚫 FORBIDDEN to load next step until user selects 'C' and validation is complete
## CONTEXT BOUNDARIES:
- All improvements from step 3 should be implemented
- Focus on validation, not additional changes
- Reference best practices for validation criteria
- This completes the editing process
## VALIDATION PROCESS:
### 1. Comprehensive Validation Checks
Validate the improved workflow systematically:
#### File Structure Validation
- [ ] All required files present
- [ ] Directory structure correct
- [ ] File names follow conventions
- [ ] Path references resolve correctly
#### Configuration Validation
- [ ] workflow.md frontmatter complete
- [ ] All variables properly formatted
- [ ] Path variables use correct syntax
- [ ] No hardcoded paths exist
#### Step File Compliance
- [ ] Each step follows template structure
- [ ] Mandatory rules included
- [ ] Menu handling implemented properly
- [ ] Step numbering sequential
- [ ] Step files reasonably sized (5-10KB)
#### Cross-File Consistency
- [ ] Variable names match across files
- [ ] No orphaned references
- [ ] Dependencies correctly defined
- [ ] Template variables match outputs
#### Best Practices Adherence
- [ ] Collaborative dialogue implemented
- [ ] Error handling included
- [ ] Naming conventions followed
- [ ] Instructions clear and specific
### 2. Present Validation Results
Load validationTemplate and document findings:
- If issues found: Explain clearly and propose fixes
- If all passes: Confirm success warmly
### 3. Create Completion Summary
Load completionTemplate and prepare:
- Story of transformation
- Key improvements made
- Impact on users
- Next steps for testing
### 4. Guide Next Steps
Based on changes made, suggest:
- Testing the edited workflow
- Running it with sample data
- Getting user feedback
- Additional refinements if needed
### 5. Document Final State
Update {outputFile} with:
- Validation results
- Completion summary
- Change log summary
- Recommendations
## CONTENT TO APPEND TO DOCUMENT:
After validation, append to {outputFile}:
Load and append content from {validationTemplate}
Then load and append content from {completionTemplate}
## FINAL MENU OPTIONS
Display: **Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue
#### EXECUTION RULES:
- ALWAYS halt and wait for user input after presenting menu
- ONLY proceed to next step when user selects 'C'
- 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
#### Menu Handling Logic:
- IF A: Execute {advancedElicitationTask}
- IF P: Execute {partyModeWorkflow}
- IF C: Save content to {outputFile}, 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)
## CRITICAL STEP COMPLETION NOTE
ONLY WHEN C is selected and content is saved to {outputFile} with frontmatter updated, will you then load, read entire file, then execute {nextStepFile} to execute and begin compliance validation step.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- All improvements validated successfully
- No critical issues remain
- Completion summary provided
- Next steps clearly outlined
- User satisfied with results
### ❌ SYSTEM FAILURE:
- Skipping validation steps
- Not documenting final state
- Ending without user confirmation
- Leaving issues unresolved
**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.

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---
name: 'step-05-compliance-check'
description: 'Run comprehensive compliance validation on the edited workflow'
# Path Definitions
workflow_path: '{project-root}/{bmad_folder}/bmb/workflows/edit-workflow'
# File References
thisStepFile: '{workflow_path}/steps/step-05-compliance-check.md'
workflowFile: '{workflow_path}/workflow.md'
editedWorkflowPath: '{target_workflow_path}'
complianceCheckWorkflow: '{project-root}/{bmad_folder}/bmb/workflows/workflow-compliance-check/workflow.md'
outputFile: '{output_folder}/workflow-edit-{target_workflow_name}.md'
# Task References
complianceCheckTask: '{project-root}/{bmad_folder}/bmb/workflows/workflow-compliance-check/workflow.md'
---
# Step 5: Compliance Validation
## STEP GOAL:
Run comprehensive compliance validation on the edited 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 editor 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 edited workflow and needs quality assurance
### Step-Specific Rules:
- 🎯 Focus only on running compliance validation on the edited 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 edited 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: Edited workflow files from previous improve step
- Focus: Compliance validation using workflow-compliance-check workflow
- Limits: Validation and reporting only, no further workflow modifications
- Dependencies: Successful workflow improvements in previous step
## Sequence of Instructions (Do not deviate, skip, or optimize)
### 1. Initialize Compliance Validation
"**Final Quality Check: Workflow Compliance Validation**
Your workflow has been edited! 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 edited workflow...
Target: `{editedWorkflowPath}`
**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..."
- "✅ 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. **Return to Edit** - Go back to step 3 for additional improvements
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 Return to Edit**: Load step-03-discover.md 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 edited workflow is ready!**"
### 6. Completion Documentation
**A. Update Compliance Status:**
Document final compliance status in {outputFile}:
- **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 Edited 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
- Use edit-workflow again for future modifications"
### 7. Final Menu Options
"**Workflow Edit and Compliance Complete!**
**Select an Option:**
- [C] Complete - Finish workflow editing with compliance validation
- [R] Review Compliance - View detailed compliance report
- [M] More Modifications - Return to editing for additional changes
- [T] Test Workflow - Try a test run (if workflow supports testing)"
## Menu Handling Logic:
- IF C: End workflow editing successfully with compliance validation summary
- IF R: Present detailed compliance report findings
- IF M: Return to step-03-discover.md for additional improvements
- IF T: If workflow supports testing, suggest test execution method
- 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 editing process be considered successfully finished.
---
## 🚨 SYSTEM SUCCESS/FAILURE METRICS
### ✅ SUCCESS:
- Comprehensive compliance validation executed on edited 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 edited 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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## Workflow Edit Complete!
### Transformation Summary
#### Starting Point
- **Workflow**: {{workflowName}}
- **Initial State**: {{initialState}}
- **Primary Issues**: {{primaryIssues}}
#### Improvements Made
{{#improvements}}
- **{{area}}**: {{description}}
- **Impact**: {{impact}}
{{/improvements}}
#### Key Changes
1. {{change1}}
2. {{change2}}
3. {{change3}}
### Impact Assessment
#### User Experience Improvements
- **Before**: {{beforeUX}}
- **After**: {{afterUX}}
- **Benefit**: {{uxBenefit}}
#### Technical Improvements
- **Compliance**: {{complianceImprovement}}
- **Maintainability**: {{maintainabilityImprovement}}
- **Performance**: {{performanceImpact}}
### Files Modified
{{#modifiedFiles}}
- **{{type}}**: {{path}}
{{/modifiedFiles}}
### Next Steps
#### Immediate Actions
1. {{immediateAction1}}
2. {{immediateAction2}}
#### Testing Recommendations
- {{testingRecommendation1}}
- {{testingRecommendation2}}
#### Future Considerations
- {{futureConsideration1}}
- {{futureConsideration2}}
### Support Information
- **Edited by**: {{userName}}
- **Date**: {{completionDate}}
- **Documentation**: {{outputFile}}
### Thank You!
Thank you for collaboratively improving this workflow. Your workflow now follows best practices and should provide a better experience for your users.
---
_Edit workflow completed successfully on {{completionDate}}_

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## Improvement Goals
### Motivation
- **Trigger**: {{editTrigger}}
- **User Feedback**: {{userFeedback}}
- **Success Issues**: {{successIssues}}
### User Experience Issues
{{#uxIssues}}
- {{.}}
{{/uxIssues}}
### Performance Gaps
{{#performanceGaps}}
- {{.}}
{{/performanceGaps}}
### Growth Opportunities
{{#growthOpportunities}}
- {{.}}
{{/growthOpportunities}}
### Instruction Style Considerations
- **Current Style**: {{currentStyle}}
- **Desired Changes**: {{styleChanges}}
- **Style Fit Assessment**: {{styleFit}}
### Prioritized Improvements
#### Critical (Must Fix)
{{#criticalItems}}
1. {{.}}
{{/criticalItems}}
#### Important (Should Fix)
{{#importantItems}}
1. {{.}}
{{/importantItems}}
#### Nice-to-Have (Could Fix)
{{#niceItems}}
1. {{.}}
{{/niceItems}}
### Focus Areas for Next Step
{{#focusAreas}}
- {{.}}
{{/focusAreas}}
---
_Goals identified on {{date}}_

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## Improvement Log
### Change Summary
- **Date**: {{date}}
- **Improvement Area**: {{improvementArea}}
- **User Goal**: {{userGoal}}
### Changes Made
#### Change #{{changeNumber}}
**Issue**: {{issueDescription}}
**Solution**: {{solutionDescription}}
**Rationale**: {{changeRationale}}
**Files Modified**:
{{#modifiedFiles}}
- {{.}}
{{/modifiedFiles}}
**Before**:
```markdown
{{beforeContent}}
```
**After**:
```markdown
{{afterContent}}
```
**User Approval**: {{userApproval}}
**Impact**: {{expectedImpact}}
---
{{/improvementLog}}

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## Validation Results
### Overall Status
**Result**: {{validationResult}}
**Date**: {{date}}
**Validator**: {{validator}}
### Validation Categories
#### File Structure
- **Status**: {{fileStructureStatus}}
- **Details**: {{fileStructureDetails}}
#### Configuration
- **Status**: {{configurationStatus}}
- **Details**: {{configurationDetails}}
#### Step Compliance
- **Status**: {{stepComplianceStatus}}
- **Details**: {{stepComplianceDetails}}
#### Cross-File Consistency
- **Status**: {{consistencyStatus}}
- **Details**: {{consistencyDetails}}
#### Best Practices
- **Status**: {{bestPracticesStatus}}
- **Details**: {{bestPracticesDetails}}
### Issues Found
{{#validationIssues}}
- **{{severity}}**: {{description}}
- **Impact**: {{impact}}
- **Recommendation**: {{recommendation}}
{{/validationIssues}}
### Validation Summary
{{validationSummary}}
---
_Validation completed on {{date}}_

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## Workflow Analysis
### Target Workflow
- **Path**: {{workflowPath}}
- **Name**: {{workflowName}}
- **Module**: {{workflowModule}}
- **Format**: {{workflowFormat}} (Standalone/Legacy)
### Structure Analysis
- **Type**: {{workflowType}}
- **Total Steps**: {{stepCount}}
- **Step Flow**: {{stepFlowPattern}}
- **Files**: {{fileStructure}}
### Content Characteristics
- **Purpose**: {{workflowPurpose}}
- **Instruction Style**: {{instructionStyle}}
- **User Interaction**: {{interactionPattern}}
- **Complexity**: {{complexityLevel}}
### Initial Assessment
#### Strengths
{{#strengths}}
- {{.}}
{{/strengths}}
#### Potential Issues
{{#issues}}
- {{.}}
{{/issues}}
#### Format-Specific Notes
{{#formatNotes}}
- {{.}}
{{/formatNotes}}
### Best Practices Compliance
- **Step File Structure**: {{stepCompliance}}
- **Frontmatter Usage**: {{frontmatterCompliance}}
- **Menu Implementation**: {{menuCompliance}}
- **Variable Consistency**: {{variableCompliance}}
---
_Analysis completed on {{date}}_

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---
name: Edit Workflow
description: Intelligent workflow editor that helps modify existing workflows while following best practices
web_bundle: true
---
# Edit Workflow
**Goal:** Collaboratively edit and improve existing workflows, ensuring they follow best practices and meet user needs effectively.
**Your Role:** In addition to your name, communication_style, and persona, you are also a workflow editor and improvement specialist collaborating with a workflow owner. This is a partnership, not a client-vendor relationship. You bring expertise in workflow design patterns, best practices, and collaborative facilitation, while the user brings their workflow context, user feedback, and improvement goals. Work together as equals.
---
## WORKFLOW ARCHITECTURE
This uses **step-file architecture** for disciplined execution:
### Core Principles
- **Micro-file Design**: Each step is a self contained instruction file that is a part of an overall workflow that must be followed exactly
- **Just-In-Time Loading**: Only the current step file is in memory - never load future step files until told to do so
- **Sequential Enforcement**: Sequence within the step files must be completed in order, no skipping or optimization allowed
- **State Tracking**: Document progress in output file frontmatter using `stepsCompleted` array when a workflow produces a document
- **Append-Only Building**: Build documents by appending content as directed to the output file
### Step Processing Rules
1. **READ COMPLETELY**: Always read the entire step file before taking any action
2. **FOLLOW SEQUENCE**: Execute all numbered sections in order, never deviate
3. **WAIT FOR INPUT**: If a menu is presented, halt and wait for user selection
4. **CHECK CONTINUATION**: If the step has a menu with Continue as an option, only proceed to next step when user selects 'C' (Continue)
5. **SAVE STATE**: Update `stepsCompleted` in frontmatter before loading next step
6. **LOAD NEXT**: When directed, load, read entire file, then execute the next step file
### Critical Rules (NO EXCEPTIONS)
- 🛑 **NEVER** load multiple step files simultaneously
- 📖 **ALWAYS** read entire step file before execution
- 🚫 **NEVER** skip steps or optimize the sequence
- 💾 **ALWAYS** update frontmatter of output files when writing the final output for a specific step
- 🎯 **ALWAYS** follow the exact instructions in the step file
- ⏸️ **ALWAYS** halt at menus and wait for user input
- 📋 **NEVER** create mental todo lists from future steps
---
## INITIALIZATION SEQUENCE
### 1. Configuration Loading
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`
### 2. First Step EXECUTION
Load, read the full file and then execute `{workflow_path}/steps/step-01-analyze.md` to begin the workflow.