108 lines
6.8 KiB
Markdown
108 lines
6.8 KiB
Markdown
# Codex Project Management
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For creating/tracking milestones, epics, and issues as well as populating/updating planning labels to all Codex organization repos.
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## Sub-teams
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The Codex team is currently split into the following sub-teams:
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- Codex Client
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- Codex Marketplace
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- Codex Infrastructure
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- Codex Testing
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- Codex Research
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- Codex BD [TBA]
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with support from the following external Logos teams:
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- Token Engineering (Vac)
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- Smart-Contracts (Vac)
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- Communications (Acid.Info)
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## Work Tracking and Reporting Guidelines
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1. Weekly Reporting
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- Each sub-team should have a weekly sync to discuss progress and blockers
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- Each sub-team should have a bi-weekly report to share with the Codex team
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- The project lead should have a weekly report to share with the Logos team
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2. Monthly Reporting
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- Monthly reporting is done via the Program Lead/Owner via the Monthly Report that encompasses Codex updates inclusive of other Logos projects
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### Terminology
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| Name | Number of | Timeframe | Team Scope | Owner | Description |
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|-----------------|-----------------------------------------|----------------------------------------|----------------------------------------------|-----------------------------|-----------------------------------------------------------------------------|
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| (Key) Milestone | 1-3 per year | Set yearly-ish/as needed | Most subteams | Codex Lead | Key achievements for the Codex project, historical milestones. |
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| Epic | Several per milestone | Set for a milestone, delivered monthly | Several subteams or external team (e.g. Commujnications) | Team Members | Chunk of a _Milestone_ across all clients. |
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| Task | Many per Epic | Set monthly-ish, delivered weekly | One subteam or individual | Team Member | May be one or several piece of work, client specific. |
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### Epic Owner Responsibilities
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Each epic should have an owner per affected subteam (e.g. Codex Client, Codex Marketplace, Codex Infrastructure, Codex Testing, Codex Research, Codex BD) who is responsible for:
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- Capturing the problem statement
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- Defining the scope
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- Defining the success criteria
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- Designing and implementing the PoC
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- Creating unit & integration tests/simulations to confirm PoC performance meeting success criteria
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For development teams, it is expected that design/break down is done by epic owner. But actual work can be picked up by other team member. Epic owner must:
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- Understand the change and its implications
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- Liaise with researcher for any doubt or questions or design issues related to specific client/use case
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- Create issues (Tasks) to break down work in client repo, include an acceptance criteria in each issue to ensure that the objective/end goal/behaviour is clearly described
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It is likely that the epic owner will do the core change or first change for a given epic. However, subsequent/other changes may be picked up in parallel or sequentially by other team members.
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Hence:
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- Dependencies must be clearly stated in Task issue description
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- Team members must assign Task issues to themselves when work starts
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- Team member must update issues to track progress
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The program manager should ensure that epics are getting the right assignee in a timely fashion. For example, when research work starts for a given epic, epic owners from development team should be assigned, so they know to participate in discussions. Program manager should also ensure that issues are being created in a timely fashion, an is encouraged to use client PM call as a forum to check epics to be assigned. For example, when PoC is near completion then breaking down the work should be started.
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### GitHub Usage
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A _Milestone_:
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- MUST have a matching GH issue in the https://github.com/codex-storage/codex-pm repo with `milestone` label assigned
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- MUST have a GH Milestone in https://github.com/codex-storage/codex-pm repo, to which relevant _Epics_ are added
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- SHOULD have a roadmap to delivery done at planning phase, the GH milestone is then used to track progress
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An _Epic_:
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- MUST have a matching GH issue in the https://github.com/codex-storage/codex-pm with `epic` label assigned.
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- MUST have a label with format `E:<epic name>` created across all relevant https://github.com/codex-storage/ repos (see [labels.yml](./.github/labels.yml))
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- SHOULD be added to a GH Milestone
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- SHOULD have a `Planned Start` and `Due Date` set (these are GitHub projects fields you can find in the `Projects` section of the issue view sidebar)
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- MAY list _Tasks_ present in other repos
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- MUST have one assignee **per subteam**, who represent the epic owner
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A _Task_:
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- MAY be tracked as a todo item in a GH Issue (_Task_ or _Epic_),
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- OR MAY be tracked as a single GH issue
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- that MUST be labelled with related _Epic_ label (`E:...`),
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- OR MAY be tracked as a GH Pull Request
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- that MUST be labelled with related _Epic_ label (`E:...`),
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- MUST have an _acceptance criteria_ and/or a list of _tasks_ (that can be other GH issues).
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Finally, for _Tasks_ that do not belong to a given _Epic_ or _Milestone_:
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- MUST have either labels:
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- `bug`: This is a bug, likely reported by a user
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- `enhancement`: This is an enhancement out of the scope of the technical roadmap, likely reported by a user
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- Major enhancements should be carefully reviewed and prioritized
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- `documentation`: Documentation improvement or correction
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- `dependencies`: Upgrade dependencies in a timely manner to avoid time wasting when the dependency upgrade becomes critical
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Which means, in terms of _navigation_:
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- Work for a Milestone is described in the related GitHub issue and tracked in the GitHub milestone.
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- In the GitHub milestone, we have a list of _Epics_ to be achieved, the _Epics_ are being closed as the work is done across one or more sub-teams
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- To look at remaining work for an _Epic_, one need to look at all issues/PRs (_Tasks_) with the corresponding _Epic_ label (`E:...`)
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### Reporting
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**Monthly**:
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- Handled by Insights team
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**Weekly**: Report progress on each **active** _Epic_ or _Task_ per sub-team.
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- Every Friday, all team members must include a weekly summary of their work and progress in the #standups channel within the Codex Discord server inclusive of any links to relevant Epics/Issues/PRs.
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- On Monday, project lead or responsible person for report can generate a report and post it in the Logos Discord server in the #leads-roundup channel.
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## Milestones
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https://github.com/codex-storage/codex-pm/milestones
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