SurfSense/_bmad/bmb/workflows/agent/steps-v/v-01-load-review.md

---
name: 'v-01-load-review'
description: 'Load agent and initialize validation report'

nextStepFile: './v-02a-validate-metadata.md'
validationReport: '{bmb_creations_output_folder}/validation-report-{agent-name}.md'
agentMetadata: ../data/agent-metadata.md

advancedElicitationTask: '{project-root}/_bmad/core/workflows/advanced-elicitation/workflow.xml'
partyModeWorkflow: '{project-root}/_bmad/core/workflows/party-mode/workflow.md'
---

# Validate Step 1: Load Agent for Review

## STEP GOAL:

Load the existing agent file and initialize a validation report to track all findings.

## MANDATORY EXECUTION RULES:

- 📖 CRITICAL: Read the complete step file before taking any action
- ✅ YOU MUST ALWAYS SPEAK OUTPUT In your Agent communication style with the config `{communication_language}`

### Step-Specific Rules:

- 🎯 Load the complete agent file
- 📊 Create validation report tracking document
- 🚫 FORBIDDEN to proceed without user confirming correct agent

## EXECUTION PROTOCOLS:

- 🎯 Load the complete agent YAML file
- 📊 Parse and display agent summary
- 💾 Create validation report document
- 🚫 FORBIDDEN to proceed without user confirmation

## MANDATORY SEQUENCE

**CRITICAL:** Follow this sequence exactly. Do not skip, reorder, or improvise unless user explicitly requests a change.

### 1. Load Agent File

Read the complete YAML from the agent file path provided by the user.
If the module property of the agent metadata is stand-alone, it is not a module agent.
If the module property of the agent is a module code (like bmm, bmb, etc...) it is a module agent.
If the property hasSidecar: true exists in the metadata, then it is an expert agent.
Else it is a simple agent.

If a module agent also hasSidecar: true - this means it is a modules expert agent, thus it can have sidecar.

### 2. Display Agent Summary

```markdown
## Agent to Validate: {agent-name}

**Type:** {simple|expert|module}
**File:** {agent-file-path}

### Current Structure:

**Persona:** {character count} characters
**Commands:** {count} commands
**Critical Actions:** {count} actions
```

### 3. Create Validation Report

Initialize the validation report:

```markdown
---
agentName: '{agent-name}'
agentType: '{simple|expert|module}'  # Derived from module + hasSidecar
agentFile: '{agent-file-path}'
validationDate: '{YYYY-MM-DD}'
stepsCompleted:
  - v-01-load-review.md
---

# Validation Report: {agent-name}

## Agent Overview

**Name:** {agent-name}
**Type:** {simple|expert|module}  # Derived from: module + hasSidecar
**module:** {module-value}
**hasSidecar:** {true|false}
**File:** {agent-file-path}

---

## Validation Findings

*This section will be populated by validation steps*
```

Write to `{validationReport}`.

### 4. Present MENU OPTIONS

Display: "**Is this the correct agent to validate and is it identified as the proper type?** [A] Advanced Elicitation [P] Party Mode [C] Yes, Begin Validation"

#### Menu Handling Logic:

- IF A: Execute {advancedElicitationTask}, and when finished redisplay the menu
- IF P: Execute {partyModeWorkflow}, and when finished redisplay the menu
- IF C: Save to {validationReport}, then only then load, read entire file, then execute {nextStepFile}
- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#4-present-menu-options)

#### EXECUTION RULES:

- ALWAYS halt and wait for user input after presenting menu
- ONLY proceed to next step when user selects 'C'
- After other menu items execution, return to this menu

## CRITICAL STEP COMPLETION NOTE

ONLY WHEN [C continue option] is selected and [agent loaded and report created], will you then load and read fully `{nextStepFile}` to execute and begin validation.

---

## 🚨 SYSTEM SUCCESS/FAILURE METRICS

### ✅ SUCCESS:

- Agent file loaded successfully
- Validation report created
- User confirmed correct agent

### ❌ SYSTEM FAILURE:

- Failed to load agent file
- Report not created
- Proceeded without user confirmation

**Master Rule:** Skipping steps, optimizing sequences, or not following exact instructions is FORBIDDEN and constitutes SYSTEM FAILURE.