More document Updtes and diagram improvements

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Brian Madison
2025-11-05 07:52:08 -06:00
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@@ -1,83 +1,120 @@
# BMM Solutioning Workflows (Phase 3)
**Reading Time:** ~8 minutes
## Overview
Phase 3 (Solutioning) workflows translate **what** to build (from Planning) into **how** to build it (technical design). This phase is **required for Levels 3-4** and **optional for Level 2** projects.
Phase 3 (Solutioning) workflows translate **what** to build (from Planning) into **how** to build it (technical design). This phase prevents agent conflicts in multi-epic projects by documenting architectural decisions before implementation begins.
**Key principle:** Prevent agent conflicts by making architectural decisions explicit and documented before implementation begins.
**Key principle:** Make technical decisions explicit and documented so all agents implement consistently. Prevent one agent choosing REST while another chooses GraphQL.
**Required for:** BMad Method (complex projects), Enterprise Method
**Optional for:** BMad Method (simple projects), Quick Flow (skip entirely)
---
## Phase 3 Solutioning Flow
## Phase 3 Solutioning Workflow Map
```mermaid
%%{init: {'theme':'base', 'themeVariables': { 'primaryColor':'#fff','primaryTextColor':'#000','primaryBorderColor':'#000','lineColor':'#000','fontSize':'16px','fontFamily':'arial'}}}%%
graph TB
FromPRD["<b>FROM Phase 2</b><br/>PRD/GDD/Narrative/UX complete"]
FromPlanning["<b>FROM Phase 2 Planning</b><br/>PRD/GDD/Tech-Spec complete"]
subgraph Solutioning["<b>PHASE 3: SOLUTIONING</b>"]
subgraph QuickFlow["<b>QUICK FLOW PATH</b>"]
direction TB
Architecture["<b>Architect: architecture</b><br/>Technical design and decisions"]
GateCheck["<b>Architect: solutioning-gate-check</b><br/>Validation before implementation"]
SkipArch["<b>Skip Phase 3</b><br/>Go directly to Implementation"]
end
subgraph Optional["<b>OPTIONAL PATHS</b>"]
subgraph BMadEnterprise["<b>BMAD METHOD + ENTERPRISE (Same Start)</b>"]
direction TB
Architecture["<b>Architect: architecture</b><br/>System design + ADRs"]
subgraph Optional["<b>ENTERPRISE ADDITIONS (Optional)</b>"]
direction LR
TestArch["<b>TEA: test-architecture</b><br/>(Future)"]
SecArch["<b>Architect: security-architecture</b>"]
DevOps["<b>Architect: devops-strategy</b>"]
end
GateCheck["<b>Architect: solutioning-gate-check</b><br/>Validation before Phase 4"]
Architecture -.->|Enterprise only| Optional
Architecture --> GateCheck
Optional -.-> GateCheck
end
subgraph Result["<b>GATE CHECK RESULTS</b>"]
direction LR
Level2Skip["<b>Level 2:</b><br/>Skip if straightforward"]
Pass["✅ PASS<br/>Proceed to Phase 4"]
Concerns["⚠️ CONCERNS<br/>Proceed with caution"]
Fail["❌ FAIL<br/>Resolve issues first"]
end
FromPRD --> Architecture
Architecture --> GateCheck
GateCheck -->|PASS| Phase4["<b>Phase 4: Implementation</b>"]
GateCheck -->|CONCERNS/FAIL| Architecture
FromPRD -.->|Level 2 only| Level2Skip
Level2Skip -.-> Phase4
FromPlanning -->|Quick Flow| QuickFlow
FromPlanning -->|BMad Method<br/>or Enterprise| Architecture
style FromPRD fill:#e1bee7,stroke:#6a1b9a,stroke-width:2px,color:#000
style Solutioning fill:#90caf9,stroke:#0d47a1,stroke-width:3px,color:#000
style Optional fill:#fff9c4,stroke:#f57f17,stroke-width:3px,color:#000
QuickFlow --> Phase4["<b>Phase 4: Implementation</b>"]
GateCheck --> Result
Pass --> Phase4
Concerns --> Phase4
Fail -.->|Fix issues| Architecture
style FromPlanning fill:#e1bee7,stroke:#6a1b9a,stroke-width:2px,color:#000
style QuickFlow fill:#c5e1a5,stroke:#33691e,stroke-width:3px,color:#000
style BMadEnterprise fill:#90caf9,stroke:#0d47a1,stroke-width:3px,color:#000
style Optional fill:#ffcdd2,stroke:#c62828,stroke-width:3px,color:#000
style Result fill:#fff9c4,stroke:#f57f17,stroke-width:3px,color:#000
style Phase4 fill:#ffcc80,stroke:#e65100,stroke-width:2px,color:#000
style Architecture fill:#64b5f6,stroke:#0d47a1,stroke-width:2px,color:#000
style GateCheck fill:#64b5f6,stroke:#0d47a1,stroke-width:2px,color:#000
style Level2Skip fill:#fff59d,stroke:#f57f17,stroke-width:2px,color:#000
style SkipArch fill:#aed581,stroke:#1b5e20,stroke-width:2px,color:#000
style Architecture fill:#42a5f5,stroke:#0d47a1,stroke-width:2px,color:#000
style TestArch fill:#ef9a9a,stroke:#c62828,stroke-width:2px,color:#000
style SecArch fill:#ef9a9a,stroke:#c62828,stroke-width:2px,color:#000
style DevOps fill:#ef9a9a,stroke:#c62828,stroke-width:2px,color:#000
style GateCheck fill:#42a5f5,stroke:#0d47a1,stroke-width:2px,color:#000
style Pass fill:#81c784,stroke:#388e3c,stroke-width:2px,color:#000
style Concerns fill:#ffb74d,stroke:#f57f17,stroke-width:2px,color:#000
style Fail fill:#e57373,stroke:#d32f2f,stroke-width:2px,color:#000
```
---
## Quick Reference
| Workflow | Project Levels | Purpose |
| -------------------------- | -------------- | ------------------------------------------- |
| **architecture** | 2-4 | Technical architecture and design decisions |
| **solutioning-gate-check** | 3-4 | Validate planning/solutioning completeness |
| Workflow | Agent | Track | Purpose |
| -------------------------- | --------- | ------------------------ | ------------------------------------------- |
| **architecture** | Architect | BMad Method, Enterprise | Technical architecture and design decisions |
| **solutioning-gate-check** | Architect | BMad Complex, Enterprise | Validate planning/solutioning completeness |
**When to Skip Solutioning:**
- **Level 0-1**: Simple changes don't need architecture → Skip to Phase 4 (Implementation)
- **Level 2**: Optional - use if technically complex, skip if straightforward
- **Quick Flow:** Simple changes don't need architecture → Skip to Phase 4
**When Solutioning is Required:**
- **Level 3-4**: Multi-epic, multi-agent projects → Architecture prevents conflicts
- **BMad Method:** Multi-epic projects need architecture to prevent conflicts
- **Enterprise:** Same as BMad Method, plus optional extended workflows (test architecture, security architecture, devops strategy) added AFTER architecture but BEFORE gate check
---
## Understanding the Solutioning Phase
## Why Solutioning Matters
### Why Solutioning Matters
### The Problem Without Solutioning
**Problem Without Solutioning:**
```
Agent 1 implements Epic 1 using REST API
Agent 2 implements Epic 2 using GraphQL
Result: Inconsistent API design, integration nightmare
```
1. DEV agent implements Epic 1 using REST API
2. DEV agent implements Epic 2 using GraphQL
3. **Conflict**: Inconsistent API design, integration nightmare
### The Solution With Solutioning
**Solution With Solutioning:**
1. **architecture** workflow decides: "Use GraphQL for all APIs"
2. All DEV agents follow architecture decisions
3. **Result**: Consistent implementation, no conflicts
```
architecture workflow decides: "Use GraphQL for all APIs"
All agents follow architecture decisions
Result: Consistent implementation, no conflicts
```
### Solutioning vs Planning
@@ -90,221 +127,81 @@ graph TB
| Document | PRD/GDD | Architecture + Tech Spec |
| Level | Business logic | Implementation detail |
### Scale-Adaptive Solutioning
**Level 0-1 (Skip Solutioning):**
- Planning: Quick Spec (tech-spec workflow)
- Solutioning: **None**
- Implementation: dev-story directly
**Level 2 (Optional Solutioning):**
- Planning: Lightweight PRD
- Solutioning: **Optional** architecture
- Implementation: dev-story with or without architecture
**Level 3-4 (Required Solutioning):**
- Planning: Standard/Comprehensive PRD
- Solutioning: **Required** architecture + epic-tech-context
- Gate Check: **Required** solutioning-gate-check
- Implementation: dev-story guided by architecture
---
## architecture
## Workflow Descriptions
### Purpose
### architecture
Collaborative architectural decision facilitation that produces a decision-focused architecture document optimized for preventing agent conflicts. Replaces template-driven architecture with intelligent, adaptive conversation.
**Purpose:** Make technical decisions explicit to prevent agent conflicts. Produces decision-focused architecture document optimized for AI consistency.
**Agent:** Architect
**Phase:** 3 (Solutioning)
**Project Levels:** 2-4
**Required:** Level 3-4, Optional Level 2
### When to Use
**When to Use:**
- Multi-epic projects (Level 3-4)
- Multi-epic projects (BMad Complex, Enterprise)
- Cross-cutting technical concerns
- Multiple agents will implement different parts
- Multiple agents implementing different parts
- Integration complexity exists
- Technology choices need alignment
**When to Skip:**
- Level 0-1 (simple changes)
- Level 2 with straightforward tech stack
- Quick Flow (simple changes)
- BMad Method Simple with straightforward tech stack
- Single epic with clear technical approach
### Adaptive Conversation Approach
**Adaptive Conversation Approach:**
**This is NOT a template filler.** The architecture workflow:
This is NOT a template filler. The architecture workflow:
1. **Discovers** your technical needs through conversation
1. **Discovers** technical needs through conversation
2. **Proposes** architectural options with trade-offs
3. **Documents** decisions that prevent agent conflicts
4. **Focuses** on decision points, not exhaustive documentation
### Process Overview
**Key Outputs:**
**Phase 1: Context Discovery (Steps 1-3)**
**architecture.md** containing:
- Load PRD/GDD for requirements
- Understand project level and complexity
- Identify technical constraints
- Determine existing architecture (if brownfield)
1. **Architecture Overview** - System context, principles, style
2. **System Architecture** - High-level diagram, component interactions, communication patterns
3. **Data Architecture** - Database design, state management, caching, data flow
4. **API Architecture** - API style (REST/GraphQL/gRPC), auth, versioning, error handling
5. **Frontend Architecture** (if applicable) - Framework, state management, component architecture, routing
6. **Integration Architecture** - Third-party integrations, message queuing, event-driven patterns
7. **Security Architecture** - Auth/authorization, data protection, security boundaries
8. **Deployment Architecture** - Deployment model, CI/CD, environment strategy, monitoring
9. **Architecture Decision Records (ADRs)** - Key decisions with context, options, trade-offs, rationale
10. **Epic-Specific Guidance** - Technical notes per epic, implementation priorities, dependencies
11. **Standards and Conventions** - Directory structure, naming conventions, code organization, testing
**Phase 2: Architecture Definition (Steps 4-10)**
- System architecture (monolith, microservices, etc.)
- Data architecture (database, state management)
- API design (REST, GraphQL, gRPC)
- Frontend architecture (if applicable)
- Integration patterns
- Security architecture
- Deployment architecture
**Phase 3: Decision Documentation (Steps 11-13)**
- Architecture Decision Records (ADRs)
- Trade-off analysis
- Technology selections with rationale
- Non-negotiable standards
**Phase 4: Implementation Guidance (Step 14)**
- Epic-specific technical notes
- Directory structure
- Coding standards
- Testing strategy
### Inputs
Required:
- **PRD.md** or **GDD.md** (from Phase 2)
- **epics.md** (epic breakdown)
Optional:
- Existing architecture documentation (brownfield)
- Technical constraints document
- Infrastructure requirements
- Security requirements
### Outputs
**Primary Output:** `architecture-{project-name}-{date}.md`
**Document Structure:**
**1. Architecture Overview**
- System context
- Key principles
- Architectural style
**2. System Architecture**
- High-level system diagram
- Component interactions
- Communication patterns
**3. Data Architecture**
- Database design approach
- State management
- Caching strategy
- Data flow
**4. API Architecture**
- API style (REST/GraphQL/gRPC)
- Authentication/authorization
- Versioning strategy
- Error handling patterns
**5. Frontend Architecture** (if applicable)
- Framework selection
- State management
- Component architecture
- Routing approach
**6. Integration Architecture**
- Third-party integrations
- Message queuing
- Event-driven patterns
- API gateways
**7. Security Architecture**
- Authentication/authorization
- Data protection
- Security boundaries
- Compliance requirements
**8. Deployment Architecture**
- Deployment model
- CI/CD pipeline
- Environment strategy
- Monitoring and observability
**9. Architecture Decision Records (ADRs)**
- Key decisions with context
- Options considered
- Trade-off analysis
- Rationale for choices
**10. Epic-Specific Guidance**
- Technical notes per epic
- Implementation priorities
- Dependency sequencing
**11. Standards and Conventions**
- Directory structure
- Naming conventions
- Code organization
- Testing requirements
### Architecture Decision Records (ADRs)
**Purpose:** Document **why** decisions were made, not just what was decided.
**ADR Template:**
**ADR Format (Brief):**
```markdown
## ADR-001: Use GraphQL for All APIs
**Status:** Accepted
**Date:** 2025-11-02
**Status:** Accepted | **Date:** 2025-11-02
**Context:** PRD requires flexible querying across multiple epics
**Decision:** Use GraphQL for all client-server communication
**Options Considered:**
1. REST API - Familiar, well-understood, but requires multiple endpoints
2. GraphQL - Flexible querying, single endpoint, learning curve
3. gRPC - High performance, but poor browser support
1. REST - Familiar but requires multiple endpoints
2. GraphQL - Flexible querying, learning curve
3. gRPC - High performance, poor browser support
**Rationale:**
- PRD requires flexible data fetching (Epic 1, Epic 3)
- PRD requires flexible data fetching (Epic 1, 3)
- Mobile app needs bandwidth optimization (Epic 2)
- Team has GraphQL experience from previous project
- Allows frontend flexibility without backend changes
- Team has GraphQL experience
**Consequences:**
- Positive: Flexible querying, reduced API versioning
- Positive: Flexible querying, reduced versioning
- Negative: Caching complexity, N+1 query risk
- Mitigation: Use DataLoader for batching
@@ -312,93 +209,40 @@ Optional:
- Epic 1: User Management → GraphQL mutations
- Epic 2: Mobile App → Optimized queries
- Epic 3: Admin Dashboard → Complex nested queries
```
### Example: Level 3 Architecture for E-Commerce Platform
**Example:** E-commerce platform → Monolith + PostgreSQL + Redis + Next.js + GraphQL, with ADRs explaining each choice and epic-specific guidance.
**System Architecture:**
- Monolith (early stage, < 50K users)
- PostgreSQL database
- Redis for caching and sessions
- Next.js for frontend
- Deployed on Vercel + Railway
**Key ADRs:**
1. **ADR-001**: Use Next.js (vs React + Express)
- Rationale: SEO critical, SSR needed, unified codebase
2. **ADR-002**: Use GraphQL (vs REST)
- Rationale: Flexible querying for dashboard, mobile optimization
3. **ADR-003**: Use Stripe (vs PayPal + Stripe)
- Rationale: Simpler integration, lower fees, better UX
**Epic Guidance:**
- **Epic 1 (Auth)**: NextAuth.js with PostgreSQL adapter
- **Epic 2 (Products)**: GraphQL with DataLoader for categories
- **Epic 3 (Cart)**: Redis for session-based cart (no DB writes)
- **Epic 4 (Checkout)**: Stripe webhooks for payment confirmation
**Standards:**
```
Directory Structure:
/pages - Next.js routes
/components - Reusable UI components
/lib - Business logic
/graphql - GraphQL schema and resolvers
/db - Prisma models and migrations
/services - Third-party integrations
/tests - Test files mirror /lib
```
### Related Workflows
- **prd/gdd** (Phase 2) - Requirements input
- **solutioning-gate-check** (Phase 3) - Validate completeness
- **tech-spec** (Phase 3) - Epic-level specifications (optional)
- **sprint-planning** (Phase 4) - Implementation tracking
**Integration:** Feeds into Phase 4 (Implementation). All dev agents reference architecture during implementation.
---
## solutioning-gate-check
### solutioning-gate-check
### Purpose
**Purpose:** Systematically validate that planning and solutioning are complete and aligned before Phase 4 implementation. Ensures PRD, architecture, and stories are cohesive with no gaps.
Systematically validate that all planning and solutioning phases are complete and properly aligned before transitioning to Phase 4 implementation. Ensures PRD, architecture, and stories are cohesive with no gaps or contradictions.
**Agent:** Architect
**Agent:** SM (Scrum Master)
**Phase:** 3 (Solutioning)
**Project Levels:** 3-4
**Required:** Level 3-4 only
### When to Use
**Always run before starting Phase 4** for Level 3-4 projects.
**Trigger Points:**
**When to Use:**
- **Always** before Phase 4 for BMad Complex and Enterprise projects
- After architecture workflow completes
- Before sprint-planning workflow
- When stakeholders request readiness check
- Before kicking off implementation
**Skip if:**
**When to Skip:**
- Level 0-2 (no solutioning phase)
- Exploratory prototype (no formal planning)
- Quick Flow (no solutioning)
- BMad Simple (no gate check required)
### Purpose of Gate Check
**Purpose of Gate Check:**
**Prevents Common Issues:**
**Prevents:**
- ❌ Architecture doesn't address all epics
- ❌ Stories conflict with architecture decisions
- ❌ Requirements ambiguous or contradictory
- ❌ Missing critical dependencies
- ❌ Unclear success criteria
**Ensures:**
@@ -406,268 +250,150 @@ Systematically validate that all planning and solutioning phases are complete an
- ✅ All epics have clear technical approach
- ✅ No contradictions or gaps
- ✅ Team ready to implement
- ✅ Stakeholders aligned
### Process Overview
**Phase 1: Document Loading (Step 1)**
- Load PRD/GDD
- Load architecture document
- Load epic files
- Load story files (if created)
**Phase 2: Completeness Check (Steps 2-4)**
- **PRD Completeness**: All required sections present
- **Architecture Completeness**: All technical areas addressed
- **Epic Completeness**: All epics from PRD have stories
**Phase 3: Alignment Check (Steps 5-7)**
- **PRD ↔ Architecture**: Architecture addresses all requirements
- **Architecture ↔ Epics**: Epics align with architecture decisions
- **Cross-Epic**: No contradictions between epics
**Phase 4: Quality Check (Steps 8-10)**
- **Acceptance Criteria**: All stories have clear AC
- **Dependencies**: Dependencies identified and sequenced
- **Risks**: High-risk items have mitigation plans
**Phase 5: Reporting (Step 11)**
- Generate gate check report
- List gaps and blockers
- Provide recommendations
- Issue PASS/CONCERNS/FAIL decision
### Gate Check Criteria
**Check Criteria:**
**PRD/GDD Completeness:**
- [ ] Problem statement clear and evidence-based
- [ ] Success metrics defined
- [ ] User personas identified
- [ ] Feature requirements complete
- [ ] All epics defined with objectives
- [ ] Non-functional requirements (NFRs) specified
- [ ] Risks and assumptions documented
- Problem statement clear and evidence-based
- Success metrics defined
- User personas identified
- Feature requirements complete
- All epics defined with objectives
- Non-functional requirements (NFRs) specified
- Risks and assumptions documented
**Architecture Completeness:**
- [ ] System architecture defined
- [ ] Data architecture specified
- [ ] API architecture decided
- [ ] Key ADRs documented
- [ ] Security architecture addressed
- [ ] Epic-specific guidance provided
- [ ] Standards and conventions defined
- System architecture defined
- Data architecture specified
- API architecture decided
- Key ADRs documented
- Security architecture addressed
- Epic-specific guidance provided
- Standards and conventions defined
**Epic/Story Completeness:**
- [ ] All PRD features mapped to stories
- [ ] Stories have acceptance criteria
- [ ] Stories prioritized (P0/P1/P2/P3)
- [ ] Dependencies identified
- [ ] Story sequencing logical
- All PRD features mapped to stories
- Stories have acceptance criteria
- Stories prioritized (P0/P1/P2/P3)
- Dependencies identified
- Story sequencing logical
**Alignment Checks:**
- [ ] Architecture addresses all PRD requirements
- [ ] Stories align with architecture decisions
- [ ] No contradictions between epics
- [ ] NFRs have technical approach
- [ ] Integration points clear
- Architecture addresses all PRD requirements
- Stories align with architecture decisions
- No contradictions between epics
- NFRs have technical approach
- Integration points clear
**Quality Checks:**
**Gate Decision Logic:**
- [ ] Acceptance criteria testable
- [ ] Stories appropriately sized (<5 days)
- [ ] High-risk items have mitigation
- [ ] Success metrics measurable
**✅ PASS**
### Gate Decision Logic
**PASS**
- All critical criteria met (PRD, Architecture, Epic completeness)
- All critical criteria met
- Minor gaps acceptable with documented plan
- **Action**: Proceed to Phase 4 (Implementation)
- **Action:** Proceed to Phase 4
**CONCERNS** ⚠️
**⚠️ CONCERNS**
- Some criteria not met but not blockers
- Gaps identified with clear resolution path
- Risks documented with mitigation
- **Action**: Proceed with caution, address gaps in parallel
- **Action:** Proceed with caution, address gaps in parallel
**FAIL**
**❌ FAIL**
- Critical gaps or contradictions
- Architecture missing key decisions
- Stories conflict with PRD/architecture
- **Action**: BLOCK Phase 4, resolve issues first
- **Action:** BLOCK Phase 4, resolve issues first
### Inputs
**Key Outputs:**
Required:
- PRD.md or GDD.md
- architecture.md
- epics.md
- Epic files (epic-1-_.md, epic-2-_.md, etc.)
Optional:
- Story files (if already created)
- Tech spec documents
### Outputs
**Primary Output:** `solutioning-gate-check-{date}.md`
**Document Structure:**
**solutioning-gate-check.md** containing:
1. Executive Summary (PASS/CONCERNS/FAIL)
2. Completeness Assessment
- PRD/GDD Score
- Architecture Score
- Epic/Story Score
3. Alignment Assessment
- PRD ↔ Architecture alignment
- Architecture ↔ Epic alignment
- Cross-epic consistency
4. Quality Assessment
- Story quality
- Dependency clarity
- Risk mitigation
5. Gaps and Recommendations
- Critical gaps (blockers)
- Minor gaps (address in parallel)
- Recommendations for remediation
6. Gate Decision (PASS/CONCERNS/FAIL)
2. Completeness Assessment (scores for PRD, Architecture, Epics)
3. Alignment Assessment (PRD↔Architecture, Architecture↔Epics, cross-epic consistency)
4. Quality Assessment (story quality, dependencies, risks)
5. Gaps and Recommendations (critical/minor gaps, remediation)
6. Gate Decision with rationale
7. Next Steps
### Example: Gate Check for E-Commerce Platform
**Result:** CONCERNS ⚠️
**Completeness:**
- ✅ PRD complete (18/18 criteria)
- ⚠️ Architecture missing security section (15/18 criteria)
- ✅ Epics complete (24/24 criteria)
**Alignment:**
- ✅ PRD ↔ Architecture aligned
- ⚠️ Epic 4 (Checkout) has payment gateway undefined in architecture
- ✅ No cross-epic contradictions
**Quality:**
- ✅ Stories have acceptance criteria
- ⚠️ Epic 2, Story 3 is too large (10 day estimate)
- ✅ Dependencies identified
**Gaps Identified:**
1. **Critical**: Architecture missing security architecture section
- **Impact**: Epic 1 (Auth) and Epic 4 (Checkout) lack security guidance
- **Recommendation**: Complete security architecture
2. **High**: Payment gateway not selected
- **Impact**: Epic 4 (Checkout) cannot proceed
- **Recommendation**: Add ADR for payment gateway selection
3. **Medium**: Epic 2, Story 3 too large
- **Impact**: Risk of story scope creep
- **Recommendation**: Split into 2 stories
**Gate Decision:** CONCERNS ⚠️
- **Rationale**: Critical and high gaps block Epic 1 and Epic 4
- **Action**: Resolve gaps #1 and #2 before starting implementation
**Next Steps:**
1. Complete security architecture section
2. Document payment gateway ADR
3. Split Epic 2, Story 3
4. Re-run solutioning-gate-check
5. If PASS → Proceed to sprint-planning
### Related Workflows
- **architecture** (Phase 3) - Must complete before gate check
- **prd/gdd** (Phase 2) - Input to gate check
- **sprint-planning** (Phase 4) - Runs after PASS decision
**Example:** E-commerce platform → CONCERNS ⚠️ due to missing security architecture and undefined payment gateway. Recommendation: Complete security section and add payment gateway ADR before proceeding.
---
## Integration with Phase 2 (Planning) and Phase 4 (Implementation)
## Integration with Planning and Implementation
### Planning → Solutioning Flow
**Level 0-1:**
**Quick Flow:**
```
Planning (tech-spec Quick Spec)
Planning (tech-spec by PM)
→ Skip Solutioning
→ Implementation (dev-story)
Phase 4 (Implementation)
```
**Level 2:**
**BMad Method:**
```
Planning (prd Lightweight)
Optional: architecture (if complex)
Implementation (sprint-planning → dev-story)
Planning (prd by PM)
→ architecture (Architect)
solutioning-gate-check (Architect)
→ Phase 4 (Implementation)
```
**Level 3-4:**
**Enterprise:**
```
Planning (prd Standard/Comprehensive)
→ architecture (Required)
solutioning-gate-check (Required)
Implementation (sprint-planning → dev-story)
Planning (prd by PM - same as BMad Method)
→ architecture (Architect)
Optional: test-architecture (TEA, future)
Optional: security-architecture (Architect)
→ Optional: devops-strategy (Architect)
→ solutioning-gate-check (Architect)
→ Phase 4 (Implementation)
```
**Note:** Enterprise uses the same planning and architecture as BMad Method. The only difference is optional extended workflows added AFTER architecture but BEFORE gate check.
### Solutioning → Implementation Handoff
**Documents Produced:**
1. `architecture.md` → Guides all dev-story workflows
2. `ADRs` (in architecture) → Referenced by agents during implementation
3. `solutioning-gate-check.md` → Confirms readiness
1. **architecture.md** → Guides all dev agents during implementation
2. **ADRs** (in architecture) → Referenced by agents for technical decisions
3. **solutioning-gate-check.md** → Confirms readiness for Phase 4
**How Implementation Uses Solutioning:**
- **sprint-planning**: Loads architecture for epic sequencing
- **dev-story**: References architecture decisions and ADRs
- **code-review**: Validates code follows architectural standards
- **sprint-planning** - Loads architecture for epic sequencing
- **dev-story** - References architecture decisions and ADRs
- **code-review** - Validates code follows architectural standards
---
## Best Practices for Phase 3
## Best Practices
### 1. Make Decisions Explicit
Don't leave technology choices implicit. Document decisions with rationale so future agents understand context.
Don't leave technology choices implicit. Document decisions with rationale in ADRs so agents understand context.
### 2. Focus on Agent Conflicts
Architecture's primary job is preventing conflicting implementations by different agents. Focus on cross-cutting concerns.
Architecture's primary job is preventing conflicting implementations. Focus on cross-cutting concerns.
### 3. Use ADRs for Key Decisions
Every significant technology choice should have an ADR explaining the "why", not just the "what".
Every significant technology choice should have an ADR explaining "why", not just "what".
### 4. Keep It Practical
Don't over-architect Level 2 projects. Simple projects need simple architecture.
Don't over-architect simple projects. BMad Simple projects need simple architecture.
### 5. Run Gate Check Before Implementation
@@ -679,78 +405,96 @@ Architecture documents are living. Update them as you learn during implementatio
---
## Decision Guide
### Quick Flow
- **Planning:** tech-spec (PM)
- **Solutioning:** Skip entirely
- **Implementation:** sprint-planning → dev-story
### BMad Method
- **Planning:** prd (PM)
- **Solutioning:** architecture (Architect) → solutioning-gate-check (Architect)
- **Implementation:** sprint-planning → epic-tech-context → dev-story
### Enterprise
- **Planning:** prd (PM) - same as BMad Method
- **Solutioning:** architecture (Architect) → Optional extended workflows (test-architecture, security-architecture, devops-strategy) → solutioning-gate-check (Architect)
- **Implementation:** sprint-planning → epic-tech-context → dev-story
**Key Difference:** Enterprise adds optional extended workflows AFTER architecture but BEFORE gate check. Everything else is identical to BMad Method.
---
## Common Anti-Patterns
### ❌ Skipping Architecture for Level 3-4
### ❌ Skipping Architecture for Complex Projects
"Architecture slows us down, let's just start coding."
**Result**: Agent conflicts, inconsistent design, rework
**Result:** Agent conflicts, inconsistent design, massive rework
### ❌ Over-Architecting Level 2
### ❌ Over-Engineering Simple Projects
"Let me design this simple feature like a distributed system."
**Result**: Wasted time, over-engineering
**Result:** Wasted time, over-engineering, analysis paralysis
### ❌ Template-Driven Architecture
"Fill out every section of this architecture template."
**Result**: Documentation theater, no real decisions made
**Result:** Documentation theater, no real decisions made
### ❌ Skipping Gate Check
"PRD and architecture look good enough, let's start."
**Result**: Gaps discovered mid-sprint, wasted implementation time
**Result:** Gaps discovered mid-sprint, wasted implementation time
### ✅ Correct Approach
- Use architecture for Level 3-4 (required)
- Keep Level 2 architecture simple (if used)
- Use architecture for BMad Method and Enterprise (both required)
- Focus on decisions, not documentation volume
- Enterprise: Add optional extended workflows (test/security/devops) after architecture
- Always run gate check before implementation
---
## Decision Guide: When to Use Solutioning Workflows
## Related Documentation
### Level 0-1 Projects
- **Planning**: tech-spec (Quick Spec)
- **Solutioning**: **Skip entirely**
- **Implementation**: dev-story directly
### Level 2 Projects (Simple)
- **Planning**: prd (Lightweight)
- **Solutioning**: **Skip** if straightforward tech
- **Implementation**: sprint-planning → dev-story
### Level 2 Projects (Technically Complex)
- **Planning**: prd (Lightweight)
- **Solutioning**: architecture (simplified)
- **Gate Check**: Optional
- **Implementation**: sprint-planning → dev-story
### Level 3-4 Projects
- **Planning**: prd/gdd (Standard/Comprehensive)
- **Solutioning**: architecture (comprehensive) → **Required**
- **Gate Check**: solutioning-gate-check → **Required**
- **Implementation**: sprint-planning → epic-tech-context → dev-story
- [Phase 2: Planning Workflows](./workflows-planning.md) - Previous phase
- [Phase 4: Implementation Workflows](./workflows-implementation.md) - Next phase
- [Scale Adaptive System](./scale-adaptive-system.md) - Understanding tracks
- [Agents Guide](./agents-guide.md) - Complete agent reference
---
## Summary
## Troubleshooting
Phase 3 Solutioning workflows bridge planning and implementation:
**Q: Do I always need architecture?**
A: No. Quick Flow skips it. BMad Method and Enterprise both require it.
| Workflow | Purpose | When Required |
| -------------------------- | ------------------------------------- | ---------------------------------------- |
| **architecture** | Make technical decisions explicit | Level 3-4 (required), Level 2 (optional) |
| **solutioning-gate-check** | Validate readiness for implementation | Level 3-4 only |
**Q: How do I know if I need architecture?**
A: If you chose BMad Method or Enterprise track in planning (workflow-init), you need architecture to prevent agent conflicts.
**Key Takeaway:** Solutioning prevents agent conflicts in multi-epic projects by documenting architectural decisions before implementation begins.
**Q: What's the difference between architecture and tech-spec?**
A: Tech-spec is implementation-focused for simple changes. Architecture is system design for complex multi-epic projects.
**Next Phase:** Implementation (Phase 4) - Sprint-based story development
**Q: Can I skip gate check?**
A: Only for Quick Flow. BMad Method and Enterprise both require gate check before Phase 4.
See: [workflows-implementation.md](./workflows-implementation.md)
**Q: What if gate check fails?**
A: Resolve the identified gaps (missing architecture sections, conflicting requirements) and re-run gate check.
**Q: How long should architecture take?**
A: BMad Method: 1-2 days for architecture. Enterprise: 2-3 days total (1-2 days architecture + 0.5-1 day optional extended workflows). If taking longer, you may be over-documenting.
**Q: Do ADRs need to be perfect?**
A: No. ADRs capture key decisions with rationale. They should be concise (1 page max per ADR).
**Q: Can I update architecture during implementation?**
A: Yes! Architecture is living. Update it as you learn. Use `correct-course` workflow for significant changes.
---
_Phase 3 Solutioning - Technical decisions before implementation._