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¶
- Validate a strategy.
- Run a backtest and read outputs.
- Export weights with correct schema.
- Migrate from breaking changes.
- 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.shpasses. - [ ]
venv/bin/python scripts/check_docs_ux.pypasses. - [ ]
venv/bin/python -m mkdocs build --strictpasses. - [ ] 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.