feat: extensive bmad-kb for web orchestrator to be much more helpful

bmad-core/data/bmad-kb.md

@@ -12,6 +12,60 @@ BMAD-METHOD (Breakthrough Method of Agile AI-driven Development) is a framework
 - **Reusable Resources**: Portable templates, tasks, and checklists
 - **Slash Command Integration**: Quick agent switching and control
 
+### When to Use BMAD
+
+- **New Projects (Greenfield)**: Complete end-to-end development
+- **Existing Projects (Brownfield)**: Feature additions and enhancements
+- **Team Collaboration**: Multiple roles working together
+- **Quality Assurance**: Structured testing and validation
+- **Documentation**: Professional PRDs, architecture docs, user stories
+
+## Getting Started
+
+### Quick Start Options
+
+#### Option 1: Web UI
+**Best for**: ChatGPT, Claude, Gemini users who want to start immediately
+
+1. Navigate to `.bmad-core/web-bundles/teams/`
+2. Copy `team-fullstack.txt` content
+3. Create new Gemini Gem or CustomGPT
+4. Upload file with instructions: "Your critical operating instructions are attached, do not break character as directed"
+5. Type `/help` to see available commands
+
+#### Option 2: IDE Integration
+**Best for**: Cursor, Claude Code, Windsurf, VS Code users
+
+```bash
+# Interactive installation (recommended)
+npx bmad-method install
+```
+
+**Installation Steps**:
+- Choose "Complete installation"
+- Select your IDE (Cursor, Claude Code, Windsurf, or Roo Code)
+
+**Verify Installation**:
+- `.bmad-core/` folder created with all agents
+- IDE-specific integration files created
+- All agent commands/rules/modes available
+
+### Environment Selection Guide
+
+**Use Web UI for**:
+- Initial planning and documentation (PRD, architecture)
+- Cost-effective document creation (especially with Gemini)
+- Brainstorming and analysis phases
+- Multi-agent consultation and planning
+
+**Use IDE for**:
+- Active development and coding
+- File operations and project integration
+- Document sharding and story management
+- Implementation workflow (SM/Dev cycles)
+
+**Cost-Saving Tip**: Create large documents (PRDs, architecture) in web UI, then copy to `docs/prd.md` and `docs/architecture.md` in your project before switching to IDE for development.
+
 ## Core Philosophy
 
 ### Vibe CEO'ing
@@ -33,15 +87,339 @@ You are the "Vibe CEO" - thinking like a CEO with unlimited resources and a sing
 7. **START_SMALL_SCALE_FAST**: Test concepts, then expand.
 8. **EMBRACE_THE_CHAOS**: Adapt and overcome challenges.
 
-## IDE Development Workflow
+### Key Workflow Principles
 
-1. Shard the PRD (And Architecture documents if they exist also based on workflow type) using the Doc Shard task. The BMad-Master agent can help you do this. You will select the task, provide the doc to shard and the output folder. for example: `BMad Master, please Shard the docs/prd.md to the doc/prd/ folder` - this should ask you to use the md-tree-parser which is recommended, but either way shoudl result in multiple documents being created in the folder docs/prd.
-2. If you have fullstack, front end and or back end architecture documents you will want to follow the same thing, but shard all of these to an architecture folder instead of a prd folder.
-3. Ensure that you have at least one epic-n.md file in your prd folder, with the stories in order to develop.
-4. The docs or architecture folder or prd folder should have a source tree document and coding standards at a minimum. These are used by the dev agent, and the many other sharded docs are used by the SM agent.
-5. Use a new chat window to allow the SM agent to `draft the next story`.
-6. If you agree the story is correct, mark it as approved in the status field, and then start a new chat window with the dev agent.
-7. Ask the dev agent to implement the next story. If you draft the story file into the chat it will save time for the dev to have to find what the next one is. The dev should follow the tasks and subtasks marking them off as they are completed. The dev agent will also leave notes potentially for the SM to know about any deviations that might have occured to help draft the next story.
-8. Once complete and you have verified, mark it done, and start a new chat. Ask the SM to draft the next story - repeating the cycle.
+1. **Agent Specialization**: Each agent has specific expertise and responsibilities
+2. **Clean Handoffs**: Always start fresh when switching between agents
+3. **Status Tracking**: Maintain story statuses (Draft → Approved → InProgress → Done)
+4. **Iterative Development**: Complete one story before starting the next
+5. **Documentation First**: Always start with solid PRD and architecture
 
-With this work flow, there is only 1 story in progress at a time, worked sequentially.
+## Agent System
+
+### Core Development Team
+
+| Agent       | Role               | Primary Functions                       | When to Use                            |
+| ----------- | ------------------ | --------------------------------------- | -------------------------------------- |
+| `analyst`   | Business Analyst   | Market research, requirements gathering | Project planning, competitive analysis |
+| `pm`        | Product Manager    | PRD creation, feature prioritization    | Strategic planning, roadmaps           |
+| `architect` | Solution Architect | System design, technical architecture   | Complex systems, scalability planning  |
+| `dev`       | Developer          | Code implementation, debugging          | All development tasks                  |
+| `qa`        | QA Specialist      | Test planning, quality assurance        | Testing strategies, bug validation     |
+| `ux-expert` | UX Designer        | UI/UX design, prototypes                | User experience, interface design      |
+| `po`        | Product Owner      | Backlog management, story validation    | Story refinement, acceptance criteria  |
+| `sm`        | Scrum Master       | Sprint planning, story creation         | Project management, workflow           |
+
+### Meta Agents
+
+| Agent               | Role             | Primary Functions                     | When to Use                       |
+| ------------------- | ---------------- | ------------------------------------- | --------------------------------- |
+| `bmad-orchestrator` | Team Coordinator | Multi-agent workflows, role switching | Complex multi-role tasks          |
+| `bmad-master`       | Universal Expert | All capabilities without switching    | Single-session comprehensive work |
+
+### Agent Interaction Commands
+
+#### IDE-Specific Syntax
+
+**Agent Loading by IDE**:
+- **Claude Code**: `/agent-name` (e.g., `/bmad-master`)
+- **Cursor**: `@agent-name` (e.g., `@bmad-master`)
+- **Windsurf**: `@agent-name` (e.g., `@bmad-master`)
+- **Roo Code**: Select mode from mode selector (e.g., `bmad-bmad-master`)
+
+**Chat Management Guidelines**:
+- **Claude Code, Cursor, Windsurf**: Start new chats when switching agents
+- **Roo Code**: Switch modes within the same conversation
+
+**Common Task Commands**:
+- `*help` - Show available commands
+- `*status` - Show current context/progress
+- `*exit` - Exit the agent mode
+- `*shard-doc docs/prd.md prd` - Shard PRD into manageable pieces
+- `*shard-doc docs/architecture.md architecture` - Shard architecture document
+- `*create` - Run create-next-story task (SM agent)
+
+**In Web UI**:
+```text
+/pm create-doc prd
+/architect review system design
+/dev implement story 1.2
+/help - Show available commands
+/switch agent-name - Change active agent (if orchestrator available)
+```
+
+## Team Configurations
+
+### Pre-Built Teams
+
+#### Team All
+- **Includes**: All 10 agents + orchestrator
+- **Use Case**: Complete projects requiring all roles
+- **Bundle**: `team-all.txt`
+
+#### Team Fullstack
+- **Includes**: PM, Architect, Developer, QA, UX Expert
+- **Use Case**: End-to-end web/mobile development
+- **Bundle**: `team-fullstack.txt`
+
+#### Team No-UI
+- **Includes**: PM, Architect, Developer, QA (no UX Expert)
+- **Use Case**: Backend services, APIs, system development
+- **Bundle**: `team-no-ui.txt`
+
+## Core Architecture
+
+### System Overview
+
+The BMAD-Method is built around a modular architecture centered on the `bmad-core` directory, which serves as the brain of the entire system. This design enables the framework to operate effectively in both IDE environments (like Cursor, VS Code) and web-based AI interfaces (like ChatGPT, Gemini).
+
+### Key Architectural Components
+
+#### 1. Agents (`bmad-core/agents/`)
+- **Purpose**: Each markdown file defines a specialized AI agent for a specific Agile role (PM, Dev, Architect, etc.)
+- **Structure**: Contains YAML headers specifying the agent's persona, capabilities, and dependencies
+- **Dependencies**: Lists of tasks, templates, checklists, and data files the agent can use
+- **Startup Instructions**: Can load project-specific documentation for immediate context
+
+#### 2. Agent Teams (`bmad-core/agent-teams/`)
+- **Purpose**: Define collections of agents bundled together for specific purposes
+- **Examples**: `team-all.yml` (comprehensive bundle), `team-fullstack.yml` (full-stack development)
+- **Usage**: Creates pre-packaged contexts for web UI environments
+
+#### 3. Workflows (`bmad-core/workflows/`)
+- **Purpose**: YAML files defining prescribed sequences of steps for specific project types
+- **Types**: Greenfield (new projects) and Brownfield (existing projects) for UI, service, and fullstack development
+- **Structure**: Defines agent interactions, artifacts created, and transition conditions
+
+#### 4. Reusable Resources
+- **Templates** (`bmad-core/templates/`): Markdown templates for PRDs, architecture specs, user stories
+- **Tasks** (`bmad-core/tasks/`): Instructions for specific repeatable actions like "shard-doc" or "create-next-story"
+- **Checklists** (`bmad-core/checklists/`): Quality assurance checklists for validation and review
+- **Data** (`bmad-core/data/`): Core knowledge base and technical preferences
+
+### Dual Environment Architecture
+
+#### IDE Environment
+- Users interact directly with agent markdown files
+- Agents can access all dependencies dynamically
+- Supports real-time file operations and project integration
+- Optimized for development workflow execution
+
+#### Web UI Environment
+- Uses pre-built bundles from `bmad-core/web-bundles/`
+- Single text files containing all agent dependencies
+- Created by the web-builder tool for upload to web interfaces
+- Provides complete context in one package
+
+### Template Processing System
+
+BMAD employs a sophisticated template system with three key components:
+
+1. **Template Format** (`utils/template-format.md`): Defines markup language for variable substitution and AI processing directives
+2. **Document Creation** (`tasks/create-doc.md`): Orchestrates template selection and user interaction
+3. **Advanced Elicitation** (`tasks/advanced-elicitation.md`): Provides interactive refinement through structured brainstorming
+
+**Template Features**:
+- **Self-contained**: Templates embed both output structure and processing instructions
+- **Variable Substitution**: `{{placeholders}}` for dynamic content
+- **AI Processing Directives**: `[[LLM: instructions]]` for AI-only processing
+- **Interactive Refinement**: Built-in elicitation processes for quality improvement
+
+### Technical Preferences Integration
+
+The `technical-preferences.md` file serves as a persistent technical profile that:
+- Ensures consistency across all agents and projects
+- Eliminates repetitive technology specification
+- Provides personalized recommendations aligned with user preferences
+- Evolves over time with lessons learned
+
+### Build and Delivery Process
+
+The `web-builder.js` tool creates web-ready bundles by:
+1. Reading agent or team definition files
+2. Recursively resolving all dependencies
+3. Concatenating content into single text files with clear separators
+4. Outputting ready-to-upload bundles for web AI interfaces
+
+This architecture enables seamless operation across environments while maintaining the rich, interconnected agent ecosystem that makes BMAD powerful.
+
+## Complete Development Workflow
+
+### Planning Phase (Web UI Recommended)
+
+**Ideal for cost efficiency, especially with Gemini:**
+
+1. **Optional Analysis**: `/analyst` - Market research, competitive analysis
+2. **Project Brief**: Create foundation document (Analyst or user)
+3. **PRD Creation**: `/pm create-doc prd` - Comprehensive product requirements
+4. **Architecture Design**: `/architect create-doc architecture` - Technical foundation
+5. **Validation & Alignment**: `/po` run master checklist to ensure document consistency
+6. **Document Preparation**: Copy final documents to project as `docs/prd.md` and `docs/architecture.md`
+
+#### Example Planning Prompts
+
+**For PRD Creation**:
+```text
+"I want to build a [type] application that [core purpose].
+Help me brainstorm features and create a comprehensive PRD."
+```
+
+**For Architecture Design**:
+```text
+"Based on this PRD, design a scalable technical architecture
+that can handle [specific requirements]."
+```
+
+### Critical Transition: Web UI to IDE
+
+**Once planning is complete, you MUST switch to IDE for development:**
+
+- **Why**: Development workflow requires file operations, real-time project integration, and document sharding
+- **Cost Benefit**: Web UI is more cost-effective for large document creation; IDE is optimized for development tasks
+- **Required Files**: Ensure `docs/prd.md` and `docs/architecture.md` exist in your project
+
+### IDE Development Workflow
+
+**Prerequisites**: Planning documents must exist in `docs/` folder
+
+1. **Document Sharding**: 
+   - `@bmad-master` or `@po` shard `docs/prd.md` to `docs/prd/` folder
+   - If architecture exists, shard to `docs/architecture/` folder
+   - Results in multiple manageable documents and epic files
+
+2. **Verify Sharded Content**:
+   - At least one `epic-n.md` file in `docs/prd/` with stories in development order
+   - Source tree document and coding standards for dev agent reference
+   - Sharded docs for SM agent story creation
+
+**Resulting Folder Structure**:
+- `docs/prd/` - Broken down PRD sections
+- `docs/architecture/` - Broken down architecture sections
+- `docs/stories/` - Generated user stories
+
+3. **Development Cycle** (Sequential, one story at a time):
+
+   **Step 1 - Story Creation**: New chat window → `@sm` → `*create`
+   - SM executes create-next-story task
+   - Review generated story in `docs/stories/`
+   - Update status from "Draft" to "Approved"
+   
+   **Step 2 - Story Implementation**: New chat window → `@dev`
+   - Agent asks which story to implement
+   - Include story file content to save dev agent lookup time
+   - Dev follows tasks/subtasks, marking completion
+   - Dev leaves notes for SM about any deviations
+   - Update status to "Done"
+   
+   **Step 3 - Repeat**: Continue SM → Dev cycle until all epic stories complete
+
+**Important**: Only 1 story in progress at a time, worked sequentially until all epic stories complete.
+
+### Status Tracking Workflow
+
+Stories progress through defined statuses:
+- **Draft** → **Approved** → **InProgress** → **Done**
+
+Each status change requires user verification and approval before proceeding.
+
+### Workflow Types
+
+#### Greenfield Development
+- Business analysis and market research
+- Product requirements and feature definition  
+- System architecture and design
+- Development execution
+- Testing and deployment
+
+#### Brownfield Enhancement
+- Current system analysis
+- Enhancement planning
+- Impact assessment
+- Incremental development
+- Integration testing
+
+## Document Creation Best Practices
+
+### Required File Naming for Framework Integration
+
+- `docs/prd.md` - Product Requirements Document
+- `docs/architecture.md` - System Architecture Document
+
+**Why These Names Matter**:
+- Agents automatically reference these files during development
+- Sharding tasks expect these specific filenames
+- Workflow automation depends on standard naming
+
+### Cost-Effective Document Creation Workflow
+
+**Recommended for Large Documents (PRD, Architecture):**
+
+1. **Use Web UI**: Create documents in web interface for cost efficiency
+2. **Copy Final Output**: Save complete markdown to your project
+3. **Standard Names**: Save as `docs/prd.md` and `docs/architecture.md`
+4. **Switch to IDE**: Use IDE agents for development and smaller documents
+
+### Document Sharding
+
+Templates with Level 2 headings (`##`) can be automatically sharded:
+
+**Original PRD**:
+```markdown
+## Goals and Background Context
+## Requirements  
+## User Interface Design Goals
+## Success Metrics
+```
+
+**After Sharding**:
+- `docs/prd/goals-and-background-context.md`
+- `docs/prd/requirements.md`
+- `docs/prd/user-interface-design-goals.md`
+- `docs/prd/success-metrics.md`
+
+Use the `shard-doc` task or `@kayvan/markdown-tree-parser` tool for automatic sharding.
+
+## Usage Patterns and Best Practices
+
+### Environment-Specific Usage
+
+**Web UI Best For**:
+- Initial planning and documentation phases
+- Cost-effective large document creation
+- Agent consultation and brainstorming
+- Multi-agent workflows with orchestrator
+
+**IDE Best For**:
+- Active development and implementation
+- File operations and project integration
+- Story management and development cycles
+- Code review and debugging
+
+### Quality Assurance
+
+- Use appropriate agents for specialized tasks
+- Follow Agile ceremonies and review processes
+- Maintain document consistency with PO agent
+- Regular validation with checklists and templates
+
+### Performance Optimization
+
+- Use specific agents vs. `bmad-master` for focused tasks
+- Choose appropriate team size for project needs
+- Leverage technical preferences for consistency
+- Regular context management and cache clearing
+
+## Success Tips
+
+- **Use Gemini for big picture planning** - The team-fullstack bundle provides collaborative expertise
+- **Use bmad-master for document organization** - Sharding creates manageable chunks
+- **Follow the SM → Dev cycle religiously** - This ensures systematic progress
+- **Keep conversations focused** - One agent, one task per conversation
+- **Review everything** - Always review and approve before marking complete
+
+## Getting Help
+
+- **Commands**: Use `/help` in any environment to see available commands
+- **Agent Switching**: Use `/switch agent-name` with orchestrator for role changes
+- **Documentation**: Check `docs/` folder for project-specific context
+- **Community**: Discord and GitHub resources available for support