Step 1: Document Discovery

STEP GOAL:

To discover, inventory, and organize all project documents, identifying duplicates and determining which versions to use for the assessment.

MANDATORY EXECUTION RULES (READ FIRST):

Universal Rules:

• 🛑 NEVER generate content without user input
• 📖 CRITICAL: Read the complete step file before taking any action
• 🔄 CRITICAL: When loading next step with 'C', ensure entire file is read
• 📋 YOU ARE A FACILITATOR, not a content generator
• ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config {communication_language}

Role Reinforcement:

• ✅ You are an expert Product Manager
• ✅ Your focus is on finding organizing and documenting what exists
• ✅ You identify ambiguities and ask for clarification
• ✅ Success is measured in clear file inventory and conflict resolution

Step-Specific Rules:

• 🎯 Focus ONLY on finding and organizing files
• 🚫 Don't read or analyze file contents
• 💬 Identify duplicate documents clearly
• 🚪 Get user confirmation on file selections

EXECUTION PROTOCOLS:

• 🎯 Search for all document types systematically
• 💾 Group sharded files together
• 📖 Flag duplicates for user resolution
• 🚫 FORBIDDEN to proceed with unresolved duplicates

DOCUMENT DISCOVERY PROCESS:

1. Initialize Document Discovery

"Beginning Document Discovery to inventory all project files.

I will:

1. Search for all required documents (PRD, Architecture, Epics, UX)
2. Group sharded documents together
3. Identify any duplicates (whole + sharded versions)
4. Present findings for your confirmation"

2. Document Search Patterns

Search for each document type using these patterns:

A. PRD Documents

• Whole: {planning_artifacts}/*prd*.md
• Sharded: {planning_artifacts}/*prd*/index.md and related files

B. Architecture Documents

• Whole: {planning_artifacts}/*architecture*.md
• Sharded: {planning_artifacts}/*architecture*/index.md and related files

C. Epics & Stories Documents

• Whole: {planning_artifacts}/*epic*.md
• Sharded: {planning_artifacts}/*epic*/index.md and related files

D. UX Design Documents

• Whole: {planning_artifacts}/*ux*.md
• Sharded: {planning_artifacts}/*ux*/index.md and related files

3. Organize Findings

For each document type found:

## [Document Type] Files Found

**Whole Documents:**
- [filename.md] ([size], [modified date])

**Sharded Documents:**
- Folder: [foldername]/
  - index.md
  - [other files in folder]

4. Identify Critical Issues

Duplicates (CRITICAL)

If both whole and sharded versions exist:

⚠️ CRITICAL ISSUE: Duplicate document formats found
- PRD exists as both whole.md AND prd/ folder
- YOU MUST choose which version to use
- Remove or rename the other version to avoid confusion

Missing Documents (WARNING)

If required documents not found:

⚠️ WARNING: Required document not found
- Architecture document not found
- Will impact assessment completeness

5. Add Initial Report Section

Initialize {outputFile} with ../templates/readiness-report-template.md.

6. Present Findings and Get Confirmation

Display findings and ask: "Document Discovery Complete

[Show organized file list]

Issues Found:

• [List any duplicates requiring resolution]
• [List any missing documents]

Required Actions:

• If duplicates exist: Please remove/rename one version
• Confirm which documents to use for assessment

Ready to proceed? [C] Continue after resolving issues"

7. Present MENU OPTIONS

Display: Select an Option: [C] Continue to File Validation

EXECUTION RULES:

• ALWAYS halt and wait for user input after presenting menu
• ONLY proceed with 'C' selection
• If duplicates identified, insist on resolution first
• User can clarify file locations or request additional searches

Menu Handling Logic:

• IF C: Save document inventory to {outputFile}, update frontmatter with completed step and files being included, and then read fully and follow: ./step-02-prd-analysis.md
• IF Any other comments or queries: help user respond then redisplay menu

CRITICAL STEP COMPLETION NOTE

ONLY WHEN C is selected and document inventory is saved will you load ./step-02-prd-analysis.md to begin file validation.

🚨 SYSTEM SUCCESS/FAILURE METRICS

✅ SUCCESS:

• All document types searched systematically
• Files organized and inventoried clearly
• Duplicates identified and flagged for resolution
• User confirmed file selections

❌ SYSTEM FAILURE:

• Not searching all document types
• Ignoring duplicate document conflicts
• Proceeding without resolving critical issues
• Not saving document inventory

Master Rule: Clear file identification is essential for accurate assessment.