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ClearPlan Development Tickets

Centralized issue tracking for the ClearPlan financial planning platform.

Purpose

This repository serves as the single source of truth for all development work across the ClearPlan platform, including:

  • Frontend (React web application)
  • Backend (Express API server)
  • DevOps (deployment and infrastructure)
  • Design (UI/UX improvements)

Project Board

All issues are managed via GitHub Projects:

Custom Fields

Each issue includes:

  • Priority: Critical, High, Medium, Low
  • Area: Frontend, Backend, Full Stack, Design, DevOps
  • Category: Feature, Bug, Refactor, Chore, Documentation
  • Rejections: Auto-tracked bounces from testing

Repository Links

  • Frontend: TBD
  • Backend: TBD
  • Root Workspace: /Users/ncpersonal/local-sites/codama/clearplan

Issue Creation

When creating issues, include:

  • Clear acceptance criteria as checkboxes
  • Priority and area in the description
  • Link to related repositories if applicable
  • Screenshots/mockups for UI issues

Agent Workflow

This board supports automated agent development cycles:

  1. Agents scan for "In Progress" tickets
  2. Prioritize by: Critical > High > Medium > Low
  3. Process tickets sequentially with full testing
  4. Update board status automatically via GitHub Actions
  5. Generate cycle reports in the root workspace /runs/ directory

For detailed development workflows, see the root workspace CLAUDE.md file.

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Centralized issue tracking for ClearPlan financial planning platform

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