BMAD-METHOD/.bmad/bmb/workflows/convert-legacy/checklist.md

Convert Legacy - Validation Checklist

Pre-Conversion Validation

Source Analysis

• Original v4 file(s) fully loaded and parsed
• Item type correctly identified (agent/template/task/module)
• All dependencies documented and accounted for
• No critical content overlooked in source files

Conversion Completeness

For Agent Conversions

Content Preservation

• Agent name, id, title, and icon transferred
• All persona elements mapped to v6 structure
• All commands converted to v6 menu array (YAML)
• Dependencies properly referenced or converted
• Activation instructions adapted to v6 patterns

v6 Compliance (YAML Format)

• Valid YAML structure with proper indentation
• agent.metadata has all required fields (id, name, title, icon, module)
• agent.persona has all sections (role, identity, communication_style, principles)
• agent.menu uses proper handlers (workflow, action, exec, tmpl, data)
• agent.critical_actions array present when needed
• agent.prompts defined for any action: "#id" references
• File extension is .agent.yaml (will be compiled to .md later)

Best Practices

• Commands use appropriate workflow references instead of direct task calls
• File paths use {project-root} variables
• Config values use {config_source}: pattern
• Agent follows naming conventions (kebab-case for files)
• ALL paths reference {project-root}/.bmad/{{module}}/ locations, NOT src/
• exec, data, run-workflow commands point to final BMAD installation paths

For Template/Workflow Conversions

Content Preservation

• Template metadata (name, description, output) transferred
• All sections converted to workflow steps
• Section hierarchy maintained in instructions
• Variables ({{var}}) preserved in template.md
• Elicitation points (elicit: true) REMOVED
• Conditional sections preserved with if="" attributes
• Repeatable sections converted to repeat="" attributes

v6 Compliance

• workflow.yaml follows structure from workflow-creation-guide.md
• instructions.md has critical headers referencing workflow engine
• Steps numbered sequentially with clear goals
• Template variables match between instructions and template.md
• Proper use of XML tags (, , , )
• File structure follows v6 pattern (folder with yaml/md files)

Best Practices

• Steps are focused with single goals
• Instructions are specific ("Write 1-2 paragraphs" not "Write about")
• Examples provided where helpful
• Limits set where appropriate ("3-5 items maximum")
• Save checkpoints with at logical points
• Variables use descriptive snake_case names

For Task Conversions

Content Preservation

• Task logic fully captured in workflow instructions
• Execution flow maintained
• User interaction points preserved
• Decision trees converted to workflow logic
• All processing steps accounted for
• Document generation patterns identified and preserved

Type Determination

• Workflow type correctly identified (document/action/interactive/meta)
• If generates documents, template.md created
• If performs actions only, marked as action workflow
• Output patterns properly analyzed

v6 Compliance

• Converted to proper workflow format (not standalone task)
• Follows workflow execution engine patterns
• Interactive elements use proper v6 tags
• Flow control uses v6 patterns (goto, check, loop)
• 1-9 elicitation menus converted to v6 elicitation
• Critical notices preserved in workflow.yaml
• YOLO mode converted to appropriate v6 patterns

Module-Level Validation

Structure

• Module follows v6 directory structure
• All components in correct locations:
  • Agents in /agents/
  • Workflows in /workflows/
  • Data files in appropriate locations
• Config files properly formatted

Integration

• Cross-references between components work
• Workflow invocations use correct paths
• Data file references are valid
• No broken dependencies

Technical Validation

Syntax and Format

• YAML files have valid syntax (no parsing errors)
• XML structures properly formed and closed
• Markdown files render correctly
• File encoding is UTF-8
• Line endings consistent (LF)

Path Resolution

• All file paths resolve correctly
• Variable substitutions work ({project-root}, {installed_path}, etc.)
• Config references load properly
• No hardcoded absolute paths (unless intentional)

Functional Validation

Execution Testing

• Converted item can be loaded without errors
• Agents activate properly when invoked
• Workflows execute through completion
• User interaction points function correctly
• Output generation works as expected

Behavioral Validation

• Converted item behaves similarly to v4 version
• Core functionality preserved
• User experience maintains or improves
• No functionality regression

Documentation and Cleanup

Documentation

• Conversion report generated with all changes
• Any manual adjustments documented
• Known limitations or differences noted
• Migration instructions provided if needed

Post-Conversion

• Original v4 files archived (if requested)
• File permissions set correctly
• Git tracking updated if applicable
• User informed of new locations

Final Verification

Quality Assurance

• Converted item follows ALL v6 best practices
• Code/config is clean and maintainable
• No TODO or FIXME items remain
• Ready for production use

User Acceptance

• User reviewed conversion output
• User tested basic functionality
• User approved final result
• Any user feedback incorporated

Notes Section

Conversion Issues Found:

List any issues encountered during validation

Manual Interventions Required:

Document any manual fixes needed

Recommendations:

Suggestions for further improvements or considerations

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Validation Result: [ ] PASSED / [ ] FAILED

Validator: {{user_name}} Date: {{date}} Items Converted: {{conversion_summary}}