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| <!-- SPDX-FileCopyrightText: 2025 SecPal --> | ||
| <!-- SPDX-License-Identifier: CC0-1.0 --> | ||
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| # Epic Workflow Implementation Summary | ||
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| Quick reference guide for the Epic & Sub-Issue workflow implementation. | ||
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| ## Problem | ||
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| Issue #50 was split across 7 main PRs, causing: | ||
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| - ❌ Each PR closed the issue prematurely | ||
| - ❌ Inconsistent project board status | ||
| - ❌ No granular PR tracking | ||
| - ❌ Manual status updates required | ||
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| ## Solution | ||
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| **Sub-Issue Pattern** using GitHub's native tasklist features: | ||
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| - ✅ Epic stays open until all sub-issues complete | ||
| - ✅ Each PR gets its own sub-issue (1:1 mapping) | ||
| - ✅ Automatic progress tracking in GitHub Projects | ||
| - ✅ Only the last PR closes the epic | ||
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| ## Files Created | ||
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| ### Organization Templates (SecPal/.github) | ||
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| **`.github/ISSUE_TEMPLATE/epic.yml`** | ||
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| - Template for multi-PR features (3+ PRs) | ||
| - YAML form with interactive fields | ||
| - Automatic progress tracking via tasklists | ||
| - Organization-wide availability | ||
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| **`.github/ISSUE_TEMPLATE/sub-issue.yml`** | ||
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| - Template for individual tasks within an epic | ||
| - Links to parent epic | ||
| - Focused acceptance criteria | ||
| - PR linking instructions | ||
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| ### Documentation (api repo) | ||
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| **`docs/EPIC_WORKFLOW.md`** | ||
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| - Complete workflow guide | ||
| - Step-by-step instructions | ||
| - Best practices and examples | ||
| - FAQ section | ||
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| **`docs/ISSUE50_RETROSPECTIVE.md`** | ||
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| - Case study from Issue #50 | ||
| - What went wrong/right | ||
| - Recommendations for future epics | ||
| - Timeline and metrics | ||
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| **`DEVELOPMENT.md`** (updated) | ||
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| - Added "Working with Epics" section | ||
| - Quick start guide | ||
| - Link to full documentation | ||
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| ## Quick Start | ||
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| ### Creating a New Epic | ||
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| ```bash | ||
| # 1. Create epic via GitHub UI or CLI | ||
| gh issue create --repo SecPal/api --template epic.yml --title "[EPIC] Feature" | ||
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| # 2. Create sub-issues (one per PR) | ||
| gh issue create --repo SecPal/api --template sub-issue.yml --title "PR-1: Description" | ||
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| # 3. Edit epic to link sub-issues in tasklist | ||
| # 4. Each PR uses: Fixes #<sub-issue-number> | ||
| # 5. Last PR only: Closes #<epic-number> | ||
| ``` | ||
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| ### Key Principles | ||
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| 1. **Epic = Large Feature** (3+ PRs, clear milestones) | ||
| 2. **Sub-Issue = One PR** (~400-600 LOC, focused goal) | ||
| 3. **PR Links to Sub-Issue** (not epic, except last PR) | ||
| 4. **GitHub Automates Status** (no manual updates needed) | ||
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| ## Benefits | ||
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| ### For Project Management | ||
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| - ✅ Automatic progress tracking ("5 of 7 complete") | ||
| - ✅ Granular status per PR | ||
| - ✅ Epic stays open until complete | ||
| - ✅ Clear dependencies | ||
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| ### For Development | ||
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| - ✅ Focused sub-issues easier to implement | ||
| - ✅ Smaller PRs easier to review | ||
| - ✅ Clear acceptance criteria per task | ||
| - ✅ Parallel work on independent sub-issues | ||
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| ### For Project Board | ||
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| - ✅ Each sub-issue appears independently | ||
| - ✅ Automatic status synchronization | ||
| - ✅ Visual progress indicators | ||
| - ✅ Filtering by epic/sub-issue | ||
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| ## Validation | ||
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| All documentation passes linting: | ||
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| ```bash | ||
| npx markdownlint-cli2 docs/EPIC_*.md docs/ISSUE50_RETROSPECTIVE.md DEVELOPMENT.md | ||
| # Result: 0 errors | ||
| ``` | ||
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| ## Templates Location | ||
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| Templates are **organization-wide** in the `SecPal/.github` repository: | ||
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| - Available when creating issues in ANY SecPal repo | ||
| - Consistent across all projects (DRY principle) | ||
| - YAML format (interactive forms) | ||
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| ## Related Files | ||
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| - **Templates:** `SecPal/.github/.github/ISSUE_TEMPLATE/` | ||
| - `epic.yml` - Epic template | ||
| - `sub-issue.yml` - Sub-issue template | ||
| - **Documentation:** `SecPal/api/docs/` | ||
| - `EPIC_WORKFLOW.md` - Complete guide | ||
| - `ISSUE50_RETROSPECTIVE.md` - Case study | ||
| - **Quick Reference:** `SecPal/api/DEVELOPMENT.md` | ||
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| ## Next Steps | ||
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| ### For Future Epics | ||
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| 1. Use templates when creating large features | ||
| 2. Plan sub-issues before starting work | ||
| 3. Update epic as plan evolves | ||
| 4. Document lessons learned after completion | ||
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| ### For Issue #50 | ||
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| - Documented as case study (no retroactive changes needed) | ||
| - Serves as real-world example | ||
| - Templates ready for next epic | ||
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| ## Impact | ||
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| This implementation provides: | ||
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| - **Process Improvement**: Clearer workflow for large features | ||
| - **Automation**: GitHub handles status tracking | ||
| - **Documentation**: Templates and guides prevent confusion | ||
| - **Learning**: Issue #50 documented as reference | ||
| - **DRY**: Organization-wide templates (not per-repo) | ||
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| --- | ||
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| **Created:** 2025-11-02 | ||
| **Author:** @kevalyq | ||
| **Status:** ✅ Complete and ready to use | ||
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