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Docs UX Plan

This plan defines UX standards for docs changes and release readiness.

Primary user personas

  • New strategy author: wants first successful validate/backtest/export run quickly.
  • Returning integrator: wants stable API boundaries and migration clarity.
  • Maintainer: wants docs changes to stay synchronized with runtime and CLI behavior.

Top user tasks

  1. Validate a strategy.
  2. Run a backtest and read outputs.
  3. Export weights with correct schema.
  4. Migrate from breaking changes.
  5. Troubleshoot failures quickly.

UX quality targets

  • Navigation depth: critical tasks reachable in two clicks from docs home.
  • Task pages: include prerequisites, command/API, expected output, troubleshooting, next step.
  • Migration changes: old/new mapping available in one page.
  • Canonical commands: live in docs/commands.md; other pages link instead of duplicating.

Metrics to track

  • Broken links in docs CI: target 0.
  • Strict docs build failures: target 0.
  • Manual top-task walkthrough success rate: target 100% on release PR.
  • Docs feedback issue volume tagged as discoverability/confusion.

Release acceptance checklist

  • [ ] bash scripts/check_docs_refs.sh passes.
  • [ ] venv/bin/python scripts/check_docs_ux.py passes.
  • [ ] venv/bin/python -m mkdocs build --strict passes.
  • [ ] Top-task walkthroughs are verified by maintainer review.

Governance

When docs UX targets are not met, release PR should include either:

  • a fix, or
  • a documented exception with follow-up issue.