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feat: security overhaul (proxy ssrf fix, streaming sanitization, docker optimization)
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---
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name: 'step-07c-persona-validation'
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description: 'Validate persona fields and principles'
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# File References
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nextStepFile: './step-08d-menu-validation.md'
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personaProperties: ../data/persona-properties.md
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principlesCrafting: ../data/principles-crafting.md
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builtYaml: '{bmb_creations_output_folder}/{agent-name}/{agent-name}.agent.yaml'
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# Task References
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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 GOAL
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Validate that the agent's persona (role, tone, expertise, principles, constraints) is well-defined, consistent, and aligned with its purpose.
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## MANDATORY EXECUTION RULES
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- **NEVER skip validation checks** - All persona fields must be verified
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- **ALWAYS load both reference documents** - personaProperties.md AND principlesCrafting.md
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- **NEVER modify files without user approval** - Report findings first, await menu selection
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- **ALWAYS use absolute paths** when referencing files
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- **CRITICAL:** This is a validation step, not an editing step
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## EXECUTION PROTOCOLS
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### Protocol 1: Load and Compare
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1. Read the persona validation reference from `{personaProperties}`
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2. Read the principles crafting guide from `{principlesCrafting}`
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3. Read the built agent YAML from `{builtYaml}`
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4. Extract the persona section from the builtYaml
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5. Compare actual persona against validation rules
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### Protocol 2: Validation Checks
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Perform these checks systematically:
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1. **Required Fields Existence**
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- [ ] role: Present, clear, and specific
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- [ ] tone: Present and appropriate to role
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- [ ] expertise: Present and relevant to agent's purpose
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- [ ] principles: Present as array, not empty (if applicable)
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- [ ] constraints: Present as array, not empty (if applicable)
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2. **Content Quality - Role**
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- [ ] Role is specific (not generic like "assistant")
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- [ ] Role aligns with agent's purpose and menu items
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- [ ] Role is achievable within LLM capabilities
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- [ ] Role scope is appropriate (not too broad/narrow)
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3. **Content Quality - Tone**
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- [ ] Tone is clearly defined (professional, friendly, authoritative, etc.)
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- [ ] Tone matches the role and target users
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- [ ] Tone is consistent throughout the definition
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- [ ] Tone examples or guidance provided if nuanced
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4. **Content Quality - Expertise**
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- [ ] Expertise areas are relevant to role
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- [ ] Expertise claims are realistic for LLM
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- [ ] Expertise domains are specific (not just "knowledgeable")
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- [ ] Expertise supports the menu capabilities
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5. **Content Quality - Principles**
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- [ ] Principles are actionable (not vague platitudes)
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- [ ] Principles guide behavior and decisions
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- [ ] Principles are consistent with role
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- [ ] 3-7 principles recommended (not overwhelming)
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- [ ] Each principle is clear and specific
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6. **Content Quality - Constraints**
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- [ ] Constraints define boundaries clearly
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- [ ] Constraints are enforceable (measurable/observable)
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- [ ] Constraints prevent undesirable behaviors
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- [ ] Constraints don't contradict principles
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7. **Consistency Checks**
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- [ ] Role, tone, expertise, principles all align
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- [ ] No contradictions between principles and constraints
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- [ ] Persona supports the menu items defined
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- [ ] Language and terminology consistent
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### Protocol 3: Report Findings
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Organize your report into three sections:
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**PASSING CHECKS** (List what passed)
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```
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✓ Role is specific and well-defined
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✓ Tone clearly articulated and appropriate
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✓ Expertise aligns with agent purpose
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✓ Principles are actionable and clear
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```
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**WARNINGS** (Non-blocking issues)
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```
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⚠ Only 2 principles provided, 3-7 recommended for richer guidance
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⚠ No constraints defined - consider adding boundaries
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⚠ Expertise areas are broad, could be more specific
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```
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**FAILURES** (Blocking issues that must be fixed)
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```
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✗ Role is generic ("assistant") - needs specificity
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✗ Tone undefined - creates inconsistent behavior
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✗ Principles are vague ("be helpful" - not actionable)
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✗ Contradiction: Principle says "be creative", constraint says "follow strict rules"
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```
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### Protocol 4: Menu System
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#### 5. Present MENU OPTIONS
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Display: "**Select an Option:** [A] Advanced Elicitation [F] Fix Findings [P] Party Mode [C] Continue"
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#### Menu Handling Logic:
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- IF A: Execute {advancedElicitationTask}, and when finished redisplay the menu
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- IF F: Apply auto-fixes to {builtYaml} for identified issues, then redisplay the menu
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- IF P: Execute {partyModeWorkflow}, and when finished redisplay the menu
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- IF C: Proceed to next validation step, update frontmatter, then only then load, read entire file, then execute {nextStepFile}
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- IF Any other comments or queries: help user respond then [Redisplay Menu Options](#5-present-menu-options)
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#### EXECUTION RULES:
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- ALWAYS halt and wait for user input after presenting menu
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- ONLY proceed to next step when user selects 'C'
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- After other menu items execution, return to this menu
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- User can chat or ask questions - always respond and then end with display again of the menu options
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## CONTEXT BOUNDARIES
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**IN SCOPE:**
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- Persona section of agent.yaml (role, tone, expertise, principles, constraints)
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- Referencing personaProperties.md and principlesCrafting.md
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- Evaluating persona clarity, specificity, and consistency
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- Checking alignment between persona elements
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**OUT OF SCOPE:**
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- Metadata fields (handled in step-07b)
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- Menu items (handled in step-07d)
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- System architecture (handled in step-07e)
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- Technical implementation details
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**DO NOT:**
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- Validate metadata properties in this step
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- Question the agent's core purpose (that's for earlier steps)
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- Suggest additional menu items
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- Modify fields beyond persona
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## CRITICAL STEP COMPLETION NOTE
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ONLY WHEN [C continue option] is selected and [validation complete with any findings addressed], will you then load and read fully `{nextStepFile}` to execute and begin [menu validation].
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## SUCCESS METRICS
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✓ **Complete Success:** All checks pass, persona is well-defined and consistent
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✓ **Partial Success:** Failures fixed via [F] option, warnings acknowledged
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✓ **Failure:** Blocking failures remain when user selects [C]
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**CRITICAL:** A weak or generic persona is a blocking issue that should be fixed before proceeding.
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