checklist standardization and improvement with llm eliciatation

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Brian Madison
2025-06-08 20:34:07 -05:00
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# Create Brownfield Epic Task
## Purpose
Create a single epic for smaller brownfield enhancements that don't require the full PRD and Architecture documentation process. This task is for isolated features or modifications that can be completed within a focused scope.
## When to Use This Task
**Use this task when:**
- The enhancement can be completed in 1-3 stories
- No significant architectural changes are required
- The enhancement follows existing project patterns
- Integration complexity is minimal
- Risk to existing system is low
**Use the full brownfield PRD/Architecture process when:**
- The enhancement requires multiple coordinated stories
- Architectural planning is needed
- Significant integration work is required
- Risk assessment and mitigation planning is necessary
## Instructions
### 1. Project Analysis (Required)
Before creating the epic, gather essential information about the existing project:
**Existing Project Context:**
- [ ] Project purpose and current functionality understood
- [ ] Existing technology stack identified
- [ ] Current architecture patterns noted
- [ ] Integration points with existing system identified
**Enhancement Scope:**
- [ ] Enhancement clearly defined and scoped
- [ ] Impact on existing functionality assessed
- [ ] Required integration points identified
- [ ] Success criteria established
### 2. Epic Creation
Create a focused epic following this structure:
#### Epic Title
{{Enhancement Name}} - Brownfield Enhancement
#### Epic Goal
{{1-2 sentences describing what the epic will accomplish and why it adds value}}
#### Epic Description
**Existing System Context:**
- Current relevant functionality: {{brief description}}
- Technology stack: {{relevant existing technologies}}
- Integration points: {{where new work connects to existing system}}
**Enhancement Details:**
- What's being added/changed: {{clear description}}
- How it integrates: {{integration approach}}
- Success criteria: {{measurable outcomes}}
#### Stories
List 1-3 focused stories that complete the epic:
1. **Story 1:** {{Story title and brief description}}
2. **Story 2:** {{Story title and brief description}}
3. **Story 3:** {{Story title and brief description}}
#### Compatibility Requirements
- [ ] Existing APIs remain unchanged
- [ ] Database schema changes are backward compatible
- [ ] UI changes follow existing patterns
- [ ] Performance impact is minimal
#### Risk Mitigation
- **Primary Risk:** {{main risk to existing system}}
- **Mitigation:** {{how risk will be addressed}}
- **Rollback Plan:** {{how to undo changes if needed}}
#### Definition of Done
- [ ] All stories completed with acceptance criteria met
- [ ] Existing functionality verified through testing
- [ ] Integration points working correctly
- [ ] Documentation updated appropriately
- [ ] No regression in existing features
### 3. Validation Checklist
Before finalizing the epic, ensure:
**Scope Validation:**
- [ ] Epic can be completed in 1-3 stories maximum
- [ ] No architectural documentation is required
- [ ] Enhancement follows existing patterns
- [ ] Integration complexity is manageable
**Risk Assessment:**
- [ ] Risk to existing system is low
- [ ] Rollback plan is feasible
- [ ] Testing approach covers existing functionality
- [ ] Team has sufficient knowledge of integration points
**Completeness Check:**
- [ ] Epic goal is clear and achievable
- [ ] Stories are properly scoped
- [ ] Success criteria are measurable
- [ ] Dependencies are identified
### 4. Handoff to Story Manager
Once the epic is validated, provide this handoff to the Story Manager:
---
**Story Manager Handoff:**
"Please develop detailed user stories for this brownfield epic. Key considerations:
- This is an enhancement to an existing system running {{technology stack}}
- Integration points: {{list key integration points}}
- Existing patterns to follow: {{relevant existing patterns}}
- Critical compatibility requirements: {{key requirements}}
- Each story must include verification that existing functionality remains intact
The epic should maintain system integrity while delivering {{epic goal}}."
---
## Success Criteria
The epic creation is successful when:
1. Enhancement scope is clearly defined and appropriately sized
2. Integration approach respects existing system architecture
3. Risk to existing functionality is minimized
4. Stories are logically sequenced for safe implementation
5. Compatibility requirements are clearly specified
6. Rollback plan is feasible and documented
## Important Notes
- This task is specifically for SMALL brownfield enhancements
- If the scope grows beyond 3 stories, consider the full brownfield PRD process
- Always prioritize existing system integrity over new functionality
- When in doubt about scope or complexity, escalate to full brownfield planning

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# Create Brownfield Story Task
## Purpose
Create a single user story for very small brownfield enhancements that can be completed in one focused development session. This task is for minimal additions or bug fixes that require existing system integration awareness.
## When to Use This Task
**Use this task when:**
- The enhancement can be completed in a single story (2-4 hours of focused work)
- No new architecture or significant design is required
- The change follows existing patterns exactly
- Integration is straightforward with minimal risk
- Change is isolated with clear boundaries
**Use brownfield-create-epic when:**
- The enhancement requires 2-3 coordinated stories
- Some design work is needed
- Multiple integration points are involved
**Use the full brownfield PRD/Architecture process when:**
- The enhancement requires multiple coordinated stories
- Architectural planning is needed
- Significant integration work is required
## Instructions
### 1. Quick Project Assessment
Gather minimal but essential context about the existing project:
**Current System Context:**
- [ ] Relevant existing functionality identified
- [ ] Technology stack for this area noted
- [ ] Integration point(s) clearly understood
- [ ] Existing patterns for similar work identified
**Change Scope:**
- [ ] Specific change clearly defined
- [ ] Impact boundaries identified
- [ ] Success criteria established
### 2. Story Creation
Create a single focused story following this structure:
#### Story Title
{{Specific Enhancement}} - Brownfield Addition
#### User Story
As a {{user type}},
I want {{specific action/capability}},
So that {{clear benefit/value}}.
#### Story Context
**Existing System Integration:**
- Integrates with: {{existing component/system}}
- Technology: {{relevant tech stack}}
- Follows pattern: {{existing pattern to follow}}
- Touch points: {{specific integration points}}
#### Acceptance Criteria
**Functional Requirements:**
1. {{Primary functional requirement}}
2. {{Secondary functional requirement (if any)}}
3. {{Integration requirement}}
**Integration Requirements:** 4. Existing {{relevant functionality}} continues to work unchanged 5. New functionality follows existing {{pattern}} pattern 6. Integration with {{system/component}} maintains current behavior
**Quality Requirements:** 7. Change is covered by appropriate tests 8. Documentation is updated if needed 9. No regression in existing functionality verified
#### Technical Notes
- **Integration Approach:** {{how it connects to existing system}}
- **Existing Pattern Reference:** {{link or description of pattern to follow}}
- **Key Constraints:** {{any important limitations or requirements}}
#### Definition of Done
- [ ] Functional requirements met
- [ ] Integration requirements verified
- [ ] Existing functionality regression tested
- [ ] Code follows existing patterns and standards
- [ ] Tests pass (existing and new)
- [ ] Documentation updated if applicable
### 3. Risk and Compatibility Check
**Minimal Risk Assessment:**
- **Primary Risk:** {{main risk to existing system}}
- **Mitigation:** {{simple mitigation approach}}
- **Rollback:** {{how to undo if needed}}
**Compatibility Verification:**
- [ ] No breaking changes to existing APIs
- [ ] Database changes (if any) are additive only
- [ ] UI changes follow existing design patterns
- [ ] Performance impact is negligible
### 4. Validation Checklist
Before finalizing the story, confirm:
**Scope Validation:**
- [ ] Story can be completed in one development session
- [ ] Integration approach is straightforward
- [ ] Follows existing patterns exactly
- [ ] No design or architecture work required
**Clarity Check:**
- [ ] Story requirements are unambiguous
- [ ] Integration points are clearly specified
- [ ] Success criteria are testable
- [ ] Rollback approach is simple
### 5. Handoff to Developer
Once the story is validated, provide this handoff to the Developer:
---
**Developer Handoff:**
"This is a focused brownfield story for an existing {{technology}} system.
**Integration Context:**
- Existing component: {{component/system}}
- Pattern to follow: {{existing pattern}}
- Key constraint: {{main constraint}}
**Critical Requirements:**
- Follow the existing {{pattern}} pattern exactly
- Ensure {{existing functionality}} continues working
- Test integration with {{specific component}}
**Verification:**
Please verify existing {{relevant functionality}} remains unchanged after implementation."
---
## Success Criteria
The story creation is successful when:
1. Enhancement is clearly defined and appropriately scoped for single session
2. Integration approach is straightforward and low-risk
3. Existing system patterns are identified and will be followed
4. Rollback plan is simple and feasible
5. Acceptance criteria include existing functionality verification
## Important Notes
- This task is for VERY SMALL brownfield changes only
- If complexity grows during analysis, escalate to brownfield-create-epic
- Always prioritize existing system integrity
- When in doubt about integration complexity, use brownfield-create-epic instead
- Stories should take no more than 4 hours of focused development work

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# Checklist Validation Task
This task provides instructions for validating documentation against checklists. The agent should follow these instructions to ensure thorough and systematic validation of documents.
This task provides instructions for validating documentation against checklists. The agent MUST follow these instructions to ensure thorough and systematic validation of documents.
## Context
The BMAD Method uses various checklists to ensure quality and completeness of different artifacts. The mapping between checklists and their required documents is defined in `checklist-mappings`. This allows for easy addition of new checklists without modifying this task.
The BMAD Method uses various checklists to ensure quality and completeness of different artifacts. Each checklist contains embedded prompts and instructions to guide the LLM through thorough validation and advanced elicitation. The checklists automatically identify their required artifacts and guide the validation process.
## Available Checklists
If the user asks or does not specify a specific checklist, list the checklists available to the agent persona. If the task is being run not with a specific agent, tell the user to check the bmad-core/checklists folder to select the appropriate one to run.
## Instructions
1. **Initial Assessment**
- Check `checklist-mappings` for available checklists
- If user provides a checklist name:
- Look for exact match in checklist-mappings.yml
- If no exact match, try fuzzy matching (e.g. "architecture checklist" -> "architect-checklist")
- If user or the task being run provides a checklist name:
- Try fuzzy matching (e.g. "architecture checklist" -> "architect-checklist")
- If multiple matches found, ask user to clarify
- Once matched, use the checklist_file path from the mapping
- Load the appropriate checklist from bmad-core/checklists/
- If no checklist specified:
- Ask the user which checklist they want to use
- Present available options from checklist-mappings.yml
- Present the available options from the files in the checklists folder
- Confirm if they want to work through the checklist:
- Section by section (interactive mode)
- All at once (YOLO mode)
- Section by section (interactive mode - very time consuming)
- All at once (YOLO mode - recommended for checklists, there will be a summary of sections at the end to discuss)
2. **Document Location**
2. **Document and Artifact Gathering**
- Look up the required documents and default locations in `checklist-mappings`
- For each required document:
- Check all default locations specified in the mapping
- If not found, ask the user for the document location
- Verify all required documents are accessible
- Each checklist will specify its required documents/artifacts at the beginning
- Follow the checklist's specific instructions for what to gather, generally a file can be resolved in the docs folder, if not or unsure, halt and ask or confirm with the user.
3. **Checklist Processing**
@@ -37,10 +36,10 @@ The BMAD Method uses various checklists to ensure quality and completeness of di
- Work through each section of the checklist one at a time
- For each section:
- Review all items in the section
- Check each item against the relevant documentation
- Present findings for that section
- Get user confirmation before proceeding to next section
- Review all items in the section following instructions for that section embedded in the checklist
- Check each item against the relevant documentation or artifacts as appropriate
- Present summary of findings for that section, highlighting warnings, errors and non applicable items (rationale for non-applicability).
- Get user confirmation before proceeding to next section or if any thing major do we need to halt and take corrective action
If in YOLO mode:
@@ -55,6 +54,7 @@ The BMAD Method uses various checklists to ensure quality and completeness of di
- Read and understand the requirement
- Look for evidence in the documentation that satisfies the requirement
- Consider both explicit mentions and implicit coverage
- Aside from this, follow all checklist llm instructions
- Mark items as:
- ✅ PASS: Requirement clearly met
- ❌ FAIL: Requirement not met or insufficient coverage
@@ -65,7 +65,7 @@ The BMAD Method uses various checklists to ensure quality and completeness of di
For each section:
- Calculate pass rate
- think step by step to calculate pass rate
- Identify common themes in failed items
- Provide specific recommendations for improvement
- In interactive mode, discuss findings with user
@@ -81,55 +81,17 @@ The BMAD Method uses various checklists to ensure quality and completeness of di
- Specific recommendations for improvement
- Any sections or items marked as N/A with justification
## Special Considerations
## Checklist Execution Methodology
1. **Architecture Checklist**
Each checklist now contains embedded LLM prompts and instructions that will:
- Focus on technical completeness and clarity
- Verify all system components are addressed
- Check for security and scalability considerations
- Ensure deployment and operational aspects are covered
1. **Guide thorough thinking** - Prompts ensure deep analysis of each section
2. **Request specific artifacts** - Clear instructions on what documents/access is needed
3. **Provide contextual guidance** - Section-specific prompts for better validation
4. **Generate comprehensive reports** - Final summary with detailed findings
2. **Frontend Architecture Checklist**
The LLM will:
- Validate UI/UX specifications
- Check component structure and organization
- Verify state management approach
- Ensure responsive design considerations
3. **PM Checklist**
- Focus on product requirements clarity
- Verify user stories and acceptance criteria
- Check market and user research coverage
- Ensure technical feasibility is addressed
4. **Story Checklists**
- Verify clear acceptance criteria
- Check for technical context and dependencies
- Ensure testability is addressed
- Validate user value is clearly stated
## Success Criteria
The checklist validation is complete when:
1. All applicable items have been assessed
2. Clear pass/fail status for each item
3. Specific recommendations provided for failed items
4. User has reviewed and acknowledged findings
5. Final report documents all decisions and rationales
## Example Interaction
Agent: "Let me check the available checklists... According to checklist-mappings.yml, we have several options. Which would you like to use?"
User: "The architect checklist"
Agent: "Would you like to work through it section by section (interactive) or get a complete analysis all at once (YOLO mode)?"
User: "Interactive please"
Agent: "According to the mappings, I need to check for architecture.md. The default location is docs/architecture.md. Should I look there?"
[Continue interaction based on user responses...]
- Execute the complete checklist validation
- Present a final report with pass/fail rates and key findings
- Offer to provide detailed analysis of any section, especially those with warnings or failures