diff --git a/PROJECT_BOARD_SETUP.md b/PROJECT_BOARD_SETUP.md new file mode 100644 index 00000000..289a03e3 --- /dev/null +++ b/PROJECT_BOARD_SETUP.md @@ -0,0 +1,358 @@ +# GitHub Project Board Setup & Automation Guide + +This guide will help you set up the project board and automation for CaddyProxyManager+. + +## 🎯 Quick Start (5 Minutes) + +### Step 1: Create the Project Board + +1. Go to https://github.com/Wikid82/CaddyProxyManagerPlus/projects +2. Click **"New project"** +3. Choose **"Board"** view +4. Name it: `CaddyProxyManager+ Development` +5. Click **"Create"** + +### Step 2: Configure Project Columns + +The new GitHub Projects automatically creates columns. Add these views/columns: + +#### Recommended Column Setup: +1. **📋 Backlog** - Issues that are planned but not started +2. **🏗️ Alpha** - Core foundation features (v0.1) +3. **🔐 Beta - Security** - Authentication, WAF, CrowdSec features +4. **📊 Beta - Monitoring** - Logging, dashboards, analytics +5. **🎨 Beta - UX** - UI improvements and user experience +6. **🚧 In Progress** - Currently being worked on +7. **👀 Review** - Ready for code review +8. **✅ Done** - Completed issues + +### Step 3: Get Your Project Number + +After creating the project, your URL will look like: +``` +https://github.com/users/Wikid82/projects/1 +``` + +The number at the end (e.g., `1`) is your **PROJECT_NUMBER**. + +### Step 4: Update the Automation Workflow + +1. Open `.github/workflows/auto-add-to-project.yml` +2. Replace `YOUR_PROJECT_NUMBER` with your actual project number: + ```yaml + project-url: https://github.com/users/Wikid82/projects/1 + ``` +3. Commit and push the change + +### Step 5: Create Labels + +1. Go to: https://github.com/Wikid82/CaddyProxyManagerPlus/actions +2. Find the workflow: **"Create Project Labels"** +3. Click **"Run workflow"** > **"Run workflow"** +4. Wait ~30 seconds - this creates all 27 labels automatically! + +### Step 6: Test the Automation + +1. Create a test issue with title: `[ALPHA] Test Issue` +2. Watch it automatically: + - Get labeled with `alpha` + - Get added to your project board + - Appear in the correct column + +--- + +## 🔧 How the Automation Works + +### Workflow 1: `auto-add-to-project.yml` +**Triggers**: When an issue or PR is opened/reopened +**Action**: Automatically adds it to your project board + +### Workflow 2: `auto-label-issues.yml` +**Triggers**: When an issue is opened or edited +**Action**: Scans title and body for keywords and adds labels + +**Auto-labeling Examples:** +- Title contains `[critical]` → Adds `critical` label +- Body contains `crowdsec` → Adds `crowdsec` label +- Title contains `[alpha]` → Adds `alpha` label + +### Workflow 3: `create-labels.yml` +**Triggers**: Manual only +**Action**: Creates all project labels with proper colors and descriptions + +--- + +## 📝 Using the Issue Templates + +We've created 4 specialized issue templates: + +### 1. 🏗️ Alpha Feature (`alpha-feature.yml`) +For core foundation features (Issues #1-10 in planning doc) +- Automatically tagged with `alpha` and `feature` +- Includes priority selector +- Has task checklist format + +### 2. 🔐 Beta Security Feature (`beta-security-feature.yml`) +For authentication, WAF, CrowdSec, etc. (Issues #11-22) +- Automatically tagged with `beta`, `feature`, `security` +- Includes threat model section +- Security testing plan included + +### 3. 📊 Beta Monitoring Feature (`beta-monitoring-feature.yml`) +For logging, dashboards, analytics (Issues #23-27) +- Automatically tagged with `beta`, `feature`, `monitoring` +- Includes metrics planning +- UI/UX considerations section + +### 4. ⚙️ General Feature (`general-feature.yml`) +For any other feature request +- Flexible milestone selection +- Problem/solution format +- User story section + +--- + +## 🎨 Label System + +### Priority Labels (Required for all issues) +- 🔴 **critical** - Must have, blocks other work +- 🟠 **high** - Important, should be included +- 🟡 **medium** - Nice to have, can be deferred +- 🟢 **low** - Future enhancement + +### Milestone Labels +- 🟣 **alpha** - Foundation (v0.1) +- 🔵 **beta** - Advanced features (v0.5) +- 🟦 **post-beta** - Future enhancements (v1.0+) + +### Category Labels +- **architecture**, **backend**, **frontend** +- **security**, **ssl**, **sso**, **waf** +- **caddy**, **crowdsec** +- **database**, **ui**, **deployment** +- **monitoring**, **documentation**, **testing** +- **performance**, **community** +- **plus** (premium features), **enterprise** + +--- + +## 📊 Creating Issues from Planning Doc + +### Method 1: Manual Creation (Recommended for control) + +For each issue in `PROJECT_PLANNING.md`: + +1. Click **"New Issue"** +2. Select the appropriate template +3. Copy content from planning doc +4. Set priority from the planning doc +5. Create the issue + +The automation will: +- ✅ Auto-label based on title keywords +- ✅ Add to project board +- ✅ Place in appropriate column (if configured) + +### Method 2: Bulk Creation Script (Advanced) + +You can create a script to bulk-import issues. Here's a sample using GitHub CLI: + +```bash +#!/bin/bash +# install: brew install gh +# auth: gh auth login + +# Example: Create Issue #1 +gh issue create \ + --title "[ALPHA] Project Architecture & Tech Stack Selection" \ + --label "alpha,critical,architecture" \ + --body-file issue_templates/issue_01.md +``` + +--- + +## 🎯 Suggested Workflow + +### For Project Maintainers: + +1. **Review Planning Doc**: `PROJECT_PLANNING.md` +2. **Create Alpha Issues First**: Issues #1-10 +3. **Prioritize in Project Board**: Drag to order +4. **Assign to Milestones**: Create GitHub milestones +5. **Start Development**: Pick from top of Alpha column +6. **Move Cards**: As work progresses, move across columns +7. **Create Beta Issues**: Once alpha is stable + +### For Contributors: + +1. **Browse Project Board**: See what needs work +2. **Pick an Issue**: Comment "I'd like to work on this" +3. **Get Assigned**: Maintainer assigns you +4. **Submit PR**: Link to the issue +5. **Auto-closes**: PR merge auto-closes the issue + +--- + +## 🔐 Required Permissions + +The GitHub Actions workflows require these permissions: + +- ✅ **`issues: write`** - To add labels (already included) +- ✅ **`GITHUB_TOKEN`** - Automatically provided (already configured) +- ⚠️ **Project Board Access** - Ensure Actions can access projects + +### To verify project access: + +1. Go to project settings +2. Under "Manage access" +3. Ensure "GitHub Actions" has write access + +--- + +## 🚀 Advanced: Custom Automations + +### Auto-move to "In Progress" + +Add this to your project board automation (in project settings): + +**When**: Issue is assigned +**Then**: Move to "🚧 In Progress" + +### Auto-move to "Review" + +**When**: PR is opened and linked to issue +**Then**: Move issue to "👀 Review" + +### Auto-move to "Done" + +**When**: PR is merged +**Then**: Move issue to "✅ Done" + +### Auto-assign by label + +**When**: Issue has label `critical` +**Then**: Assign to @Wikid82 + +--- + +## 📋 Creating Your First Issues + +Here's a suggested order to create issues from the planning doc: + +### Week 1 - Foundation (Create these first): +- [ ] Issue #1: Project Architecture & Tech Stack Selection +- [ ] Issue #2: Caddy Integration & Configuration Management +- [ ] Issue #3: Database Schema & Models + +### Week 2 - Core UI: +- [ ] Issue #4: Basic Web UI Foundation +- [ ] Issue #5: Proxy Host Management (Core Feature) + +### Week 3 - HTTPS & Security: +- [ ] Issue #6: Automatic HTTPS & Certificate Management +- [ ] Issue #7: User Authentication & Authorization + +### Week 4 - Operations: +- [ ] Issue #8: Basic Access Logging +- [ ] Issue #9: Settings & Configuration UI +- [ ] Issue #10: Docker & Deployment Configuration + +**Then**: Alpha release! 🎉 + +--- + +## 🎨 Project Board Views + +Create multiple views for different perspectives: + +### View 1: Kanban (Default) +All issues in status columns + +### View 2: Priority Matrix +Group by: Priority +Sort by: Created date + +### View 3: By Category +Group by: Labels (alpha, beta, etc.) +Filter: Not done + +### View 4: This Sprint +Filter: Milestone = Current Sprint +Sort by: Priority + +--- + +## 📱 Mobile & Desktop + +The project board works great on: +- 💻 GitHub Desktop +- 📱 GitHub Mobile App +- 🌐 Web interface + +You can triage issues from anywhere! + +--- + +## 🆘 Troubleshooting + +### Issue doesn't get labeled automatically +- Check title has bracketed keywords: `[ALPHA]`, `[CRITICAL]` +- Check workflow logs: Actions > Auto-label Issues +- Manually add labels - that's fine too! + +### Issue doesn't appear on project board +- Check the workflow ran: Actions > Auto-add issues +- Verify your project URL in the workflow file +- Manually add to project from issue sidebar + +### Labels not created +- Run the "Create Project Labels" workflow manually +- Check you have admin permissions +- Create labels manually from Issues > Labels + +### Workflow permissions error +- Go to Settings > Actions > General +- Under "Workflow permissions" +- Select "Read and write permissions" +- Save + +--- + +## 🎓 Learning Resources + +- [GitHub Projects Docs](https://docs.github.com/en/issues/planning-and-tracking-with-projects) +- [GitHub Actions Docs](https://docs.github.com/en/actions) +- [Issue Templates](https://docs.github.com/en/communities/using-templates-to-encourage-useful-issues-and-pull-requests) + +--- + +## ✅ Final Checklist + +Before starting development, ensure: + +- [ ] Project board created +- [ ] Project URL updated in workflow file +- [ ] Labels created (run the workflow) +- [ ] Issue templates tested +- [ ] First test issue created successfully +- [ ] Issue auto-labeled correctly +- [ ] Issue appeared on project board +- [ ] Column automation configured +- [ ] Team members invited to project +- [ ] Alpha milestone issues created (Issues #1-10) + +--- + +## 🎉 You're Ready! + +Your automated project management is set up! Every issue will now: +1. ✅ Automatically get labeled +2. ✅ Automatically added to project board +3. ✅ Move through columns as work progresses +4. ✅ Have structured templates for consistency + +Focus on building awesome features - let automation handle the busywork! 🚀 + +--- + +**Questions?** Open an issue or discussion! The automation will handle it 😉