Standardized Workflow Terminology
Terminology for Drupal Migration Projects
Consistent and precise terminology for workflows, tasks, and roles involved in migrating and upgrading Drupal. It serves as a guide for clients, developers, and stakeholders to ensure clarity, alignment, and quality throughout the project lifecycle.
1. Project Goals
| Term | Definition |
|---|---|
| Steady State Update | Upgrade to latest version, maintaining the frontend, functionality, and URL sitemap. |
2. Workflows
Each workflow is defined clearly, with tasks divided into sub-steps to enable delegation.
| Workflow | Description | Steps |
|---|---|---|
| Drupal Structure Migration | Migrate configurations like entities, fields, views, and taxonomy. | 1. Automation 2. Big Tasks 3. Bug Identification 4. Fine-tune 5. Fix Bugs 6. Integration |
| Data Migration | Migrate content, users, and related data, ensuring field integrity and relationships. | 1. Automation 2. Big Tasks 3. Bug Identification 4. Fine-tune 5. Fix Bugs 6. Integration |
| Site Recreation | Recreate UI components, editor forms, layouts, and displays. | 1. Automation 2. Big Tasks 3. Bug Identification 4. Fine-tune 5. Fix Bugs 6. Integration |
| Theme Conversion | Convert the theme to a latest version-compatible theme (Twig templates and CSS). | 1. Automation 2. Big Tasks 3. Bug Identification 4. Fine-tune 5. Fix Bugs 6. Integration |
| Validation Workflow | Ensure the upgraded site matches the original site, focusing on sitemap, design, and functionality. | 1. Sitemap Comparison 2. Pixel-Perfect Validation 3. Bug Identification 4. Fix Bugs |
3. Sub-Steps for Each Workflow
Standardized Steps applied across most workflows to streamline processes.
| Step | Definition | Tasks |
|---|---|---|
| Automation | Use CodeLift Update AI to automate 20%-80% of the workflow. | Run CodeLift Update AI, check outputs, and verify initial task results. |
| Big Tasks | Manually complete core elements, bringing the workflow from 80% to a stable state. | Perform key tasks, execute structured steps, and finalize major deliverables. |
| Bug Identification | List issues, discrepancies, or hard tasks requiring fixes. | Identify errors, create detailed reports, and prioritize issues for resolution. |
| Fine-tune | Handle edge cases and refine elements, bringing the workflow to 95% completion. | Adjust configurations, optimize results, and resolve specific edge cases. |
| Fix Bugs | Address identified bugs and validate fixes. | Apply fixes, retest functionality, and ensure stability post-fix. |
| Integration | Perform a final review and ensure full integration of the workflow into the larger project. | Combine workflows, validate connections, and finalize integrations for deployment. |
| Sitemap Comparison | Compare URLs before and after the upgrade to validate routing and content. | Map URLs, identify mismatches, and ensure content routing accuracy. |
| Pixel-Perfect Validation | Ensure visual and functional elements match the original design/site. | Check design fidelity, validate UI consistency, and align visuals to the original. |
4. Work Division
Clear task allocation by role:
| Role | Primary Responsibilities |
|---|---|
| Junior Engineers | Automation, structured task execution, bug listing, initial validations. |
| Senior Engineers | Complex problem-solving, fine-tuning, bug fixing, integration. |
| Project Manager | Task assignments, progress tracking, ensuring adherence to timelines. |
| Engineering Director | High-level oversight, approval of milestones, and technical escalation. |
Workflow Terminology Matrix
| Workflow | Automation | Big Tasks | Bug Identification | Fine-tune | Fix Bugs | Integration/Validation |
|---|---|---|---|---|---|---|
| Structure Migration | ||||||
| Data Migration | ||||||
| Site Recreation | ||||||
| Theme Conversion | ||||||
| Validation Workflow |