docs: audit corrections, coverage pages, screenshots, and em-dash removal
Finalizes the docs section after an adversarial audit (code review + per-page fact-check + coherence critic) and two content requests. - Accuracy: fixed 10 invented cross-link slugs, the admin-vs-board gating claims the verifiers caught (permissions matrix, /settings, invites, onboarding, connect-payments, proposal withdraw, Stripe reconciliation, member fields, door.operate), and 2 issues in the new pages (project area-at-creation, forum thread-delete role). - Coverage: added 5 how-to pages so every module is documented (recurring Stripe dues, tasks & chores, projects, comms & forum, ops knowledge base + secrets vault). 34 pages total. - Screenshots: 12 captioned app screenshots under public/docs-media/, embedded as figures. Each tutorial now has 2-3 step screenshots. - Style: removed all em-dashes/en-dashes/ellipses from the docs (natural ASCII punctuation). - Handoff (docs/HANDOFF-audit-cleanup.md) updated with the current state. typecheck 0 · lint 0 errors · build ok (all 34 /docs pages prerendered)
This commit is contained in:
@@ -14,7 +14,7 @@ Board members can open [/customize](/customize) and see the onboarding steps, bu
|
||||
|
||||
## Understand the built-in steps
|
||||
|
||||
Every space is seeded with four built-in steps when it is created. They are marked **built-in** and cannot be deleted — only disabled or reordered.
|
||||
Every space is seeded with four built-in steps when it is created. They are marked **built-in** and cannot be deleted, only disabled or reordered.
|
||||
|
||||
| Step | Type | Seeded as | Notes |
|
||||
| --- | --- | --- | --- |
|
||||
@@ -29,11 +29,11 @@ There are six step types. The four above are built-in; the two you can add yours
|
||||
|
||||
| Type | Body editable | Extra config | Deletable |
|
||||
| --- | --- | --- | --- |
|
||||
| `welcome` | yes | — | no (built-in) |
|
||||
| `welcome` | yes |, | no (built-in) |
|
||||
| `code_of_conduct` | yes | `require_ack`, `ack_label` | no (built-in) |
|
||||
| `profile` | no | — | no (built-in) |
|
||||
| `profile` | no |, | no (built-in) |
|
||||
| `payment` | yes | `payment_url` (link button) | no (built-in) |
|
||||
| `content` | yes | — | yes |
|
||||
| `content` | yes |, | yes |
|
||||
| `form` | yes | `form_id` (published form) | yes |
|
||||
|
||||
Body fields accept markdown and a safe subset of HTML.
|
||||
@@ -50,20 +50,20 @@ Use this to make members sign a waiver or fill out a form as part of joining.
|
||||
|
||||
1. First create and **publish** the form under [/forms](/forms) (Forms & waivers). Only published forms can be linked.
|
||||
2. In the **Onboarding** section, click **+ Form step**.
|
||||
3. In the new step, use the **Select a form…** dropdown to pick the published form. Waivers are labelled `(waiver)`. The choice is stored as `form_id` on the step.
|
||||
3. In the new step, use the **Select a form...** dropdown to pick the published form. Waivers are labelled `(waiver)`. The choice is stored as `form_id` on the step.
|
||||
|
||||
If there are no published forms yet, the step shows a prompt to create one first instead of a dropdown.
|
||||
|
||||
## Reorder steps
|
||||
|
||||
Each step row starts with a small number field — its `sort_order`. Type a new number and click away; steps re-sort by ascending order. Lower numbers run first. New steps are added with an order one higher than the current maximum.
|
||||
Each step row starts with a small number field, its `sort_order`. Type a new number and click away; steps re-sort by ascending order. Lower numbers run first. New steps are added with an order one higher than the current maximum.
|
||||
|
||||
## Toggle required and enabled
|
||||
|
||||
Each step has two checkboxes:
|
||||
|
||||
- **Enabled** — unchecked steps are hidden from the flow entirely.
|
||||
- **Required** — the member cannot finish onboarding until every *enabled and required* step is completed.
|
||||
- **Enabled**, unchecked steps are hidden from the flow entirely.
|
||||
- **Required**, the member cannot finish onboarding until every *enabled and required* step is completed.
|
||||
|
||||
Edge cases worth knowing:
|
||||
|
||||
@@ -72,7 +72,7 @@ Edge cases worth knowing:
|
||||
|
||||
## Delete a step
|
||||
|
||||
Only custom (`content`) and `form` steps show a **Delete** button, and only for admins. Built-in steps have no delete control — disable them instead. Deleting asks for confirmation and is permanent.
|
||||
Only custom (`content`) and `form` steps show a **Delete** button, and only for admins. Built-in steps have no delete control, disable them instead. Deleting asks for confirmation and is permanent.
|
||||
|
||||
## Related
|
||||
|
||||
|
||||
Reference in New Issue
Block a user