Issues Workflow

GitHub Issues-First Workflow

Default: Use GitHub Issues exclusively for all content, hierarchy, and tracking. Optional: Link to Projects v2 for cross-repo visualization only.

Self-Evolving Skill: This skill improves through use. If instructions are wrong, parameters drifted, or a workaround was needed — fix this file immediately, don't defer. Only update for real, reproducible issues.

Critical Principle: Issues Are Everything

GitHub Issues = Content + Hierarchy + Status + History. GitHub Projects v2 = Visualization layer only (no content, no history).

With sub-issues (GA April 2025), Issues now handle hierarchy natively. Projects v2 is reduced to an optional visualization dashboard.

Issues vs Projects v2

When to Use Each

┌─────────────────────────────────────────────────────────────┐
│                 ISSUES-FIRST WORKFLOW                        │
├─────────────────────────────────────────────────────────────┤
│                                                              │
│   ALWAYS use Issues for:                                     │
│   ├── All content (findings, analysis, conclusions)          │
│   ├── Hierarchy (parent + sub-issues)                        │
│   ├── Status tracking (labels: status:in-progress)           │
│   ├── Categorization (labels: research:regime, priority:P0)  │
│   └── Filtering (gh issue list --label X --state Y)          │
│                                                              │
│   OPTIONALLY use Projects v2 for:                            │
│   ├── Cross-repo dashboard (single view across repos)        │
│   ├── Kanban visualization (drag-and-drop board)             │
│   ├── Roadmap timeline (visual date-based view)              │
│   └── Stakeholder reporting (Status Updates feed)            │
│                                                              │
│   NEVER put in Projects v2:                                  │
│   ├── Research findings (no edit history)                    │
│   ├── Analysis details (lost on update)                      │
│   ├── Any text content (use Issue body/comments)             │
│   └── Anything you need to track changes for                 │
│                                                              │
└─────────────────────────────────────────────────────────────┘

Decision Tree

Need to track work?
├── Single repo, <50 issues → Issues only (skip Projects)
├── Single repo, 50+ issues → Issues + optional Project for kanban
├── Multiple repos → Issues + Project for cross-repo dashboard
└── Stakeholder visibility → Issues + Project Status Updates

When to Use This Skill

Use this skill when:

• Setting up issue hierarchy with sub-issues (default workflow)
• Creating cross-repo visualization dashboards
• Configuring auto-linking from Issues to Projects
• Setting up stakeholder Status Updates

Remember: All content lives in Issues. Projects v2 is a read-only visualization layer.

Invocation

Slash command: /gh-tools:issues-workflow

Natural language triggers:

• "Create sub-issues for this parent"
• "Set up issue hierarchy"
• "Create cross-repo dashboard"
• "Link issues to project for visualization"

Issues-First Workflow (Default)

Sub-Issues: Native Hierarchy (GA April 2025)

Sub-issues replace the need for Projects v2 hierarchy. Use for all structured work.

When to Use Sub-Issues

When NOT to Use Sub-Issues

Creating Sub-Issues

# Create parent issue
gh issue create --title "Research: Range Bar Microstructure" \
  --label "research:parent" --repo terrylica/rangebar-py

# Create sub-issues (reference parent in body or use UI)
gh issue create --title "Regime detection patterns" \
  --body "Parent: #100" --label "research:sub" --repo terrylica/rangebar-py

Structure example:

#100 Research: Range Bar Microstructure (parent)
├── #101 Regime detection patterns - Invalidated ✗
├── #102 Cross-threshold correlations - Validated ✓
├── #103 Duration normalization - In Progress
└── #104 Microstructure features v7.0 - Open

Sub-Issue Features

• Progress bar: Parent shows "X of Y completed" with visual bar
• Bidirectional links: Sub shows "Parent issue" in sidebar, parent lists all subs
• Automatic tracking: Close sub → parent progress updates
• Nesting: Up to 8 levels deep (sub-sub-sub-issues)
• Limit: 100 sub-issues per parent

Migration Note: Tasklist blocks retired April 30, 2025. Sub-issues are the official replacement. No migration tooling - manual conversion required.

Status via Labels (No Projects Needed)

Use labels instead of Project custom fields:

# Filter by status
gh issue list --label "status:in-progress" --repo terrylica/rangebar-py

# Filter by research outcome
gh issue list --label "research:validated" --state all

# Combined filters
gh issue list --label "research:regime,status:complete" --state closed

Issue Types (GA 2025)

Organization-level standardization (orgs only, not personal accounts):

# Configure at: Organization Settings → Issues → Issue Types
# Personal accounts: Use labels instead (type:hypothesis, type:finding)

Projects v2: Visualization Layer (Optional)

Use Projects v2 only for cross-repo visualization. All content remains in Issues.

When to Use Projects v2

When NOT to Use Projects v2

• Single repo with < 50 issues (use gh issue list filters)
• Need edit history (Projects has none)
• Need content storage (use Issue body/comments)
• Need version tracking (Projects loses previous values)

Auto-Linking Issues to Projects

Link Issues automatically so Projects stay in sync:

Option 1: Label prefix convention

Option 2: Config file (.github/project-links.json):

{
  "mappings": [
    {
      "labels": ["research:regime", "research:validated"],
      "projectNumber": 2
    }
  ],
  "owner": "terrylica"
}

Status Updates (Stakeholder Communication)

# Create status update via GraphQL
gh api graphql -f query='
mutation($projectId: ID!, $body: String!, $status: ProjectV2StatusUpdateStatus!) {
  createProjectV2StatusUpdate(input: {
    projectId: $projectId
    body: $body
    startDate: "2026-02-01"
    status: $status
  }) {
    statusUpdate { id status body }
  }
}' -f projectId="PVT_xxx" -f body="Research phase complete" -f status="ON_TRACK"

# Status values: ON_TRACK | AT_RISK | OFF_TRACK | COMPLETE | INACTIVE

Token Requirements

CRITICAL: Projects v2 API requires Classic PAT with project scope.

# Check token type
cat ~/.claude/.secrets/gh-token-terrylica | head -c 10
# ghp_ = Classic PAT (supports Projects)
# github_pat_ = Fine-grained (NO Projects support)

Project Commands Reference

# List/create/view projects
gh project list --owner <owner>
gh project create --owner <owner> --title "Dashboard Name"
gh project view <number> --owner <owner>

# Link issues to project (for visualization)
gh project item-add <project-number> --owner <owner> \
  --url https://github.com/<owner>/<repo>/issues/<number>

# Bulk link by label
gh issue list --repo terrylica/rangebar-py \
  --label "research:regime" --json url --jq '.[].url' | \
while read url; do
  gh project item-add 2 --owner terrylica --url "$url"
done

GitHub Issues: Complete Feature Reference

Core Issue Commands

# Create issue
gh issue create --title "Title" --body "Body" --label "label1,label2"

# Create with body file (alternative for very long content)
gh issue create --title "Title" --body-file /tmp/issue-body.md

# View issue
gh issue view <number> --repo owner/repo

# List with filters
gh issue list --label "research:validated" --state all --assignee @me

# Edit issue
gh issue edit <number> --add-label "status:complete" --remove-label "status:in-progress"

# Close/reopen
gh issue close <number> --reason completed
gh issue reopen <number>

Advanced Filtering (30+ qualifiers)

# By multiple labels (AND logic)
gh issue list --label "research:regime,priority:P0"

# By milestone
gh issue list --milestone "Research Phase 1"

# By date
gh issue list --search "created:>2025-01-01 updated:<2025-12-01"

# By author/assignee
gh issue list --author @me --assignee username

# Full-text search
gh issue list --search "microstructure in:title,body"

# Combine everything
gh issue list \
  --label "research:validated" \
  --state closed \
  --search "regime created:>2025-06-01" \
  --json number,title,labels

Issue Relationships

# Reference in body (creates link in timeline)
"Related to #45"
"Closes #123"
"Fixes #456"

# Cross-repo reference
"See terrylica/other-repo#789"

# Sub-issue (parent reference in body)
"Parent: #100"

Timeline and History

# View full timeline (all events)
gh api repos/owner/repo/issues/123/timeline --paginate

# View edit history (via web UI or API)
gh api repos/owner/repo/issues/123 --jq '.body_html'

# Comment with preserved history
gh issue comment <number> --body "Update: new findings"

Milestones (Alternative to Project Iterations)

# List milestones
gh api repos/owner/repo/milestones

# Create milestone
gh api repos/owner/repo/milestones -f title="Research Phase 2" -f due_on="2026-03-01"

# Assign issue to milestone
gh issue edit <number> --milestone "Research Phase 2"

Workflow Examples

Issues-Only Research Workflow

# 1. Create parent research issue
gh issue create \
  --title "Research: Range Bar Microstructure Patterns" \
  --label "research:parent,priority:P1" \
  --body-file /tmp/research-parent.md

# 2. Create sub-issues for each investigation
for topic in "regime-detection" "cross-threshold" "duration-normalization"; do
  gh issue create \
    --title "Sub: $topic analysis" \
    --label "research:sub" \
    --body "Parent: #100"
done

# 3. Track progress via labels
gh issue edit 101 --add-label "research:invalidated"
gh issue edit 102 --add-label "research:validated"
gh issue close 101 --reason "not planned"

# 4. Filter to see status
gh issue list --label "research:sub" --state all --json number,title,state,labels

Optional: Add to Project for Visualization

# Only if you need cross-repo dashboard
gh issue list --label "research:validated" --json url --jq '.[].url' | \
while read url; do
  gh project item-add 2 --owner terrylica --url "$url"
done

Title Evolution: Re-evaluate on New Comments

PRINCIPLE: GitHub issue titles have a 256-character limit. Maximize this limit to create informative titles that reflect the current state of the issue.

When to Re-evaluate

Re-evaluate and potentially update the issue title when significant new information is added - new findings, status changes, scope expansion, or when the journey is complete.

Commands

# Check current title length
gh issue view <number> --json title --jq '.title | length'

# Update title (maximize 256 chars based on content)
gh issue edit <number> --title "..."

The AI agent determines the best way to maximize informativeness based on the nature of the content.

Issue-Branch-PR Lifecycle

The full lifecycle from issue to merged code, with automatic issue closure. All automation is local — no GitHub Actions for testing/linting.

Recommended Workflow

1. Create issue(s)           → gh issue create --title "..." --body "..."
2. Branch from issue         → gh issue develop <N> --checkout
3. Implement + commit        → git commit -m "feat: description"
4. Create PR (with keywords) → gh pr create --body "Closes #N"
5. Merge PR                  → gh pr merge --squash --delete-branch
6. Issue auto-closes         → GitHub handles this automatically

Closing Keywords (Auto-Close on Merge)

Use Closes #N, Fixes #N, or Resolves #N in PR body (not title) to auto-close issues on merge. Case-insensitive. Cross-repo: Closes owner/repo#N. Each issue needs its own keyword — Closes #1, closes #2, fixes #3.

Branch-from-Issue (gh issue develop)

gh issue develop 214 --checkout              # auto-names branch
gh issue develop 214 --name feat/x --checkout  # custom name

Creates branch linked to issue. PRs from this branch auto-link and auto-close the issue on merge.

Use both develop AND closing keywords — belt-and-suspenders.

Full reference: Issue-Branch Lifecycle Details — keyword placement rules, cross-repo closing, bulk closure, branch cleanup

GFM Rendering Anti-Patterns

NEVER use bare #N in issue/PR comments. GitHub auto-links any #N where issue N exists — in prose, tables, lists. This is unpredictable and inconsistent (some numbers link, others don't).

• To reference an issue: Use explicit full URL → [Issue 13](https://github.com/owner/repo/issues/13)
• For non-issue numbers: Suppress with backtick → `#1`
• Backslash \#1 does NOT work inside table cells

See the full reference for 6 documented anti-patterns: GFM Anti-Patterns Reference

Troubleshooting

References

• gh-tools Issue Create Skill
• Issue-Branch Lifecycle — Closing keywords, gh issue develop, local-first automation
• GFM Anti-Patterns
• Field Types Reference
• Auto-Link Configuration
• GraphQL Queries Reference
• GitHub Issues Documentation

Post-Execution Reflection

After this skill completes, check before closing:

1. Did the command succeed? — If not, fix the instruction or error table that caused the failure.
2. Did parameters or output change? — If the underlying tool's interface drifted, update Usage examples and Parameters table to match.
3. Was a workaround needed? — If you had to improvise (different flags, extra steps), update this SKILL.md so the next invocation doesn't need the same workaround.

Only update if the issue is real and reproducible — not speculative.

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