pbs-projects/Tech/Projects/pbs-project-tracking.md

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project type status path tags created updated
pbs-project-tracking project-plan active Tech/Projects
pbs
github
trello
project-management
2026-04-19 2026-04-19

PBS Project Tracking System

Two-layer project tracking: GitHub Issues for task-level work (linked to commits), Trello for shared high-level visibility with Jenny.

Architecture

  • GitHub Issues — per-repo project boards, task-level tracking, linked to commits via issue numbers
  • Trello — shared board with Jenny, high-level project phases and milestones
  • Gitea — unchanged, continues as Obsidian vault repo and n8n pipeline endpoint
  • Lovebug — references GitHub issue numbers in phase-based commits (e.g. closes #14)

Phase 1 — Manual Setup (Loose Coupling)

Goal: Get both tracking layers in place and establish the workflow habit. No automation between GitHub and Trello — manual sync only.

GitHub Issues Setup

  • Enable GitHub Projects on each active PBS repo
  • Create issue templates for standard task types (feature, bug, infrastructure)
  • Create labels that map to project areas (e.g. membership, security, content-intelligence, infrastructure)
  • Create milestones for current project phases (e.g. "Membership LOE 1 Phase 3", "Cloudflare Access Setup")
  • Populate initial issues from existing project plans in the vault
  • Confirm Lovebug workflow includes issue number references in commit messages

Trello Board Setup

  • Create PBS shared board (or repurpose existing if Jenny has one)
  • Define lists: Backlog, Up Next, In Progress, Done
  • Create cards for each high-level project/phase:
    • Membership Platform LOE 1 — Phase 3 (Sunflower Garden)
    • Cloudflare Access Setup
    • Content Intelligence Platform (YouTube + GSC pipelines)
    • Per-Container Ansible Playbooks
    • WordPress Log Monitor
    • Video Editing queue
  • Add checklists to cards for sub-phase visibility (e.g. Phase 3a3e under Membership)
  • Invite Jenny to the board
  • Establish cadence — update Trello cards when starting/finishing a phase

Phase 2 — n8n Automation (Trello Sync)

Goal: Automate status updates from GitHub to Trello so the shared board stays current without manual effort.

n8n Workflow Design

  • Set up GitHub webhook trigger in n8n (listen for issue state changes)
  • Map GitHub repo + milestone to corresponding Trello card
  • When all issues in a GitHub milestone close → move Trello card to Done (or update checklist item)
  • When first issue in a milestone moves to In Progress → move Trello card to In Progress
  • Add Google Chat notification on Trello card transitions (webadmin space)
  • Test on a single repo/card pair before expanding

Mapping Strategy

  • Define naming convention so n8n can match GitHub milestones to Trello cards (e.g. milestone name matches card title)
  • Document the mapping in this project file once established

Key Decisions

  • Per-repo issue boards (not a single central tracker) — keeps issues next to the code
  • Loose coupling first — validate the workflow before automating
  • GitHub over Gitea for project tracking — keeps CI/CD and build compute off the production server
  • Gitea unchanged — continues serving Obsidian vault and n8n pipeline

Commit Linking Convention

Reference issues in commit messages for automatic linking:

# Link to an issue
git commit -m "Build card grid component for Sunflower Garden #12"

# Close an issue from a commit
git commit -m "Wire up save button API, closes #14"

This turns git history into a traceable project journal.

-- ...sent from Jenny & Travis