Initial commit: Brachnha Insight project setup
- Next.js 14+ with App Router and TypeScript - Tailwind CSS and ShadCN UI styling - Zustand state management - Dexie.js for IndexedDB (local-first data) - Auth.js v5 for authentication - BMAD framework integration Co-Authored-By: Claude <noreply@anthropic.com>
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_bmad/bmb/workflows/workflow/steps-c/step-03-requirements.md
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_bmad/bmb/workflows/workflow/steps-c/step-03-requirements.md
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---
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name: 'step-03-requirements'
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description: 'Gather detailed requirements through collaborative conversation'
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nextStepFile: './step-04-tools.md'
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workflowExamples: '../data/workflow-examples.md'
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outputFormatStandards: '../data/output-format-standards.md'
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workflowPlanFile: '{bmb_creations_output_folder}/workflows/{new_workflow_name}/workflow-plan-{new_workflow_name}.md'
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advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
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partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
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---
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# Step 3: Requirements Gathering
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## STEP GOAL:
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To gather comprehensive requirements through conversation, building on the classification decisions, and document them in a standardized format for the design phase.
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## MANDATORY EXECUTION RULES (READ FIRST):
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### Universal Rules:
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- 🛑 NEVER generate content without user input
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- 📖 CRITICAL: Read the complete step file before taking any action
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- 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
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- 📋 YOU ARE A FACILITATOR, not a content generator
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- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`
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### Role Reinforcement:
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- ✅ You are a workflow architect gathering requirements
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- ✅ Build on what we discovered and classified
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- ✅ Ask 1-2 questions at a time, think about responses
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- ✅ We already know the 4 key decisions - now we get details
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### Step-Specific Rules:
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- 🎯 Focus ONLY on requirements gathering
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- 🚫 FORBIDDEN to propose workflow designs yet
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- 💬 Ask conversationally, not like a form
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- 📋 Use the standardized template (below) for consistent storage
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## EXECUTION PROTOCOLS:
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- 🎯 Load references as needed
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- 💾 Store to standardized template in plan document
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- 📖 Update frontmatter stepsCompleted when complete
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- 🚫 FORBIDDEN to load next step until requirements are complete
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## CONTEXT BOUNDARIES:
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- Discovery (Step 1) gave us the vision
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- Classification (Step 2) gave us the 4 key decisions
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- Now we gather detailed requirements
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- Don't design workflow steps yet - that's Step 6
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## MANDATORY SEQUENCE
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**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.
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### 1. Initialize Requirements
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"**Let's gather the requirements for your workflow.**
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We already know:
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- [Summarize vision from discovery]
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- [Summarize 4 key decisions from classification]
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Now I need to understand the details of how this workflow should work."
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### 2. Workflow Flow and Structure
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Load `{workflowExamples}` to reference diverse patterns.
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"**How should this workflow flow?**
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From our examples, workflows can be structured differently:"
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**Flow Patterns:**
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- **Linear:** Step 1 → Step 2 → Step 3 → Finish
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- **Looping:** Generate → Review → Generate more... until done
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- **Branching:** Different paths based on user choices
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- **Repeating:** Same steps, new content each session
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"Think about your workflow:
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- Should it go straight through, or loop/branch?
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- How many logical phases does it need?
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- What are the major milestones?"
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**Think about their response...**
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### 3. User Interaction Style
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"**How collaborative should this be?**
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Think about the person running this workflow:"
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- **Highly Collaborative:** AI asks questions, guides, facilitates at each step
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- **Mostly Autonomous:** AI does the work with occasional checkpoints
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- **Guided Session:** AI leads through a structured experience
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- **Mixed:** Some steps collaborative, some autonomous
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"Where does your workflow fit on this spectrum?
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And are there specific decision points where the user MUST choose something?"
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### 4. Input Requirements
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"**What does this workflow need to start?**"
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- What documents or data must be provided?
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- Are there prerequisites or dependencies?
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- Will users need to provide specific information?
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- Any optional inputs that enhance the workflow?
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"**Think about their response before continuing...**"
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### 5. Output Specifications (IF document-producing)
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**ONLY if `workflowProducesDocuments: true` from classification:**
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Load `{outputFormatStandards}` and discuss:
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"**What should the output look like?**
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Since your workflow produces a document, let's decide the format:"
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**Four Template Types:**
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1. **Free-form (Recommended)** - Minimal structure, content-driven
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- Use for: Most collaborative workflows
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- Has: Basic frontmatter, progressive content, final polish step
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2. **Structured** - Required sections, flexible within each
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- Use for: Reports, proposals, documentation
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- Has: Clear section headers, consistent structure
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3. **Semi-structured** - Core sections + optional additions
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- Use for: Forms, checklists, meeting minutes
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- Has: Required fields, optional extras
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4. **Strict** - Exact format, specific fields
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- Use for: Compliance, legal, regulated (rare)
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- Has: Precise requirements, validation
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"Which format fits your workflow best?"
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**If Free-form (most common):**
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- "We'll use a minimal template with basic frontmatter. The workflow will build the document section by section, with a final polish step to optimize flow."
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**If Structured/Semi-structured:**
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- "What sections are required? Any optional sections?"
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**If Strict:**
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- "Do you have an existing template to follow, or should we design one?"
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Document the output format decision.
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### 6. Output Specifications (IF non-document)
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**ONLY if `workflowProducesDocuments: false` from classification:**
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"**What does this workflow produce if not a document?**
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- Actions performed?
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- Changes made to code/files?
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- A decision or recommendation?
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- A temporary artifact?"
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Document what the workflow produces.
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### 7. Success Criteria
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"**How will we know this workflow succeeded?**
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Think about the end result:
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- What does 'done' look like?
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- What would make a user satisfied?
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- Are there quality criteria?
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- Can we measure success?"
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"**Think about their response...**"
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### 8. Instruction Style (NOW, Not Earlier)
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**We ask this NOW because we understand the workflow:**
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"**How should the AI executing this workflow behave?**"
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**Intent-Based (Recommended for most):**
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- Steps describe goals and principles
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- AI adapts conversation naturally
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- More flexible and responsive
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- Example: "Guide user to define requirements through open-ended discussion"
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**Prescriptive:**
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- Steps provide exact instructions
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- More controlled and predictable
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- Example: "Ask: 'What is your primary goal? A) Growth B) Efficiency C) Quality'"
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**Mixed:**
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- Some steps prescriptive, others intent-based
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- Use prescriptive for critical/required steps
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- Use intent-based for creative/facilitative steps
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"Which style fits your workflow, or should it be mixed?"
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### 9. Store to Standardized Template
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Update `{workflowPlanFile}` with the requirements section:
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```markdown
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## Requirements
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**Flow Structure:**
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- Pattern: [linear/looping/branching/repeating]
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- Phases: [list major phases]
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- Estimated steps: [rough count]
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**User Interaction:**
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- Style: [highly collaborative/mostly autonomous/guided/mixed]
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- Decision points: [where user must choose]
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- Checkpoint frequency: [how often to pause]
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**Inputs Required:**
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- Required: [list]
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- Optional: [list]
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- Prerequisites: [list]
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**Output Specifications:**
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- Type: [document/action/decision/temporary]
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- Format: [free-form/structured/semi-structured/strict OR describe non-document output]
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- Sections: [if structured]
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- Frequency: [single/batch/continuous]
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**Success Criteria:**
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- [list what success looks like]
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**Instruction Style:**
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- Overall: [intent-based/prescriptive/mixed]
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- Notes: [any specific style requirements]
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```
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### 10. Present MENU OPTIONS
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Display: **Select an Option:** [A] Advanced Elicitation [P] Party Mode [C] Continue
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input
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- ONLY proceed when user selects 'C'
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- User can chat or ask questions - always respond and redisplay menu
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#### Menu Handling Logic:
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- IF A: Execute {advancedElicitationTask}
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- IF P: Execute {partyModeWorkflow}
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- IF C: Save requirements to plan, update frontmatter, then load `{nextStepFile}`
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- IF Any other: Help user, then redisplay menu
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---
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## 🚨 SYSTEM SUCCESS/FAILURE METRICS
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### ✅ SUCCESS:
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- Requirements gathered through conversation (not interrogation)
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- Flow structure clearly understood
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- Input/output specifications defined
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- Output format decided (if document-producing)
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- Success criteria established
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- Instruction style determined
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- All stored in standardized template
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### ❌ SYSTEM FAILURE:
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- Asking for instruction style before understanding the workflow
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- Skipping output format discussion
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- Not storing to standardized template
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- Proceeding without understanding the flow
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**Master Rule:** Requirements build on classification. Use the standardized template so the next steps can read consistent data.
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