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Roo Prompts Mode Workflow (Adaptive)

This document outlines the intended workflow based on the custom mode definitions found in the /modes directory, incorporating an adaptive approach to manage complexity and context size.

While you can compile your own modes, you can also use the pre-compiled modes:

  1. For Roo in ./custom_modes.yaml
  2. For Windsurf in ./.windsurf

The primary workflow involves the interaction of three key modes: Project Manager, Architect, and Code, operating with adaptive context management.

Adaptive Workflow Steps:

  1. Initiation (User -> Project Manager):

    • The user interacts with the Project Manager mode to define high-level project goals, scope, constraints, and desired outcomes.
    • The Project Manager focuses on understanding the big picture.
  2. Delegation to Planning (Project Manager -> Architect):

    • The Project Manager delegates the detailed planning phase to the Architect mode.
  3. Adaptive Planning & User Collaboration (Architect <-> User):

    • The Architect gathers context and assesses task complexity.
    • Lite-Touch (Default): For simple tasks, the Architect creates a single, concise plan.md and may execute simple steps directly.
    • Heavy-Touch (If Needed): For complex tasks, the Architect performs deeper research (using MCP), evaluates options, iterates with the user (Strawgate), and produces a full set of plans: plan.md, individual plan-X.md for workers, and plan-verify.md. It also defines worker requirements.
    • Context Monitoring: The Architect monitors context size during planning.
  4. Plan Review & Implementation Kick-off (Project Manager -> Code Agents):

    • The Project Manager reviews the plan(s).
    • For heavy-touch plans, the PM assigns tasks to Code agents using their plan-X.md files and specifies logging requirements.
  5. Task Execution (Code Agents):

    • Assigned Code agents execute steps from their plan-X.md.
    • They use tools (like MCP) as needed and log progress (excluding raw code) to their work log.
    • Context Monitoring: Code agents monitor context size during execution.
  6. Adaptive Context Handoff (Architect/Code -> User/PM -> New Agent):

    • Trigger: If the Architect (during planning) or a Code agent (during execution) approaches a context size threshold (e.g., ~50k tokens), they propose a handoff to the user.
    • Handoff File Creation: If approved, the current agent creates a /plans/<plan_name>/handoff-<timestamp>.md file containing: link to the main plan, status summary, remaining tasks, critical context, and the next step.
    • Notification: The agent notifies the user/PM that the handoff file is ready.
    • New Instance Launch: The Project Manager receives the handoff notification (directly or via the user), identifies the next required agent, and initiates a new task for that agent.
    • Context Transfer: The PM instructs the new agent to use the specified handoff-<timestamp>.md file as its primary starting context, along with the original plan files.
  7. Verification & Completion (Project Manager -> Verification Agent -> User):

    • Once work (potentially across multiple agent instances) is complete, the Project Manager assigns an agent to perform verification using plan-verify.md.
    • After successful verification, the Project Manager oversees the final handoff to the user (Strawgate).

This adaptive workflow aims to optimize token usage by defaulting to simpler processes and segmenting tasks via file-based handoffs when context limits are approached, while still leveraging the specialized roles of each mode.

Compiling Modes

uv sync 
uv run compile_modes.py

This will compile the modes into the following files:

  1. ./custom_modes.yaml
  2. ./.windsurf/rules/roo-modes

You can then use these files in your Roo or Windsurf instances.

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