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Update documentation to align terminology, clarify project stages, and improve consistency; add RECOMMENDATIONS.md for project-specific guidance.

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olekhondera
2025-12-12 01:50:38 +02:00
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8
docs/frontend/ui-ux-guidelines.md
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@@ -12,7 +12,7 @@
---
## 1. Tone & Clarity
- Professional, concise, finance-friendly. Emphasize trust (audit log, reasoning traces, secure billing and webhooks).
- Professional and concise. Emphasize trust (audit log, reasoning traces, secure billing and webhooks).
- Avoid jargon without tooltips; show why a decision was made (rule hit, similarity, LLM reasoning).
## 2. Responsiveness
@@ -34,14 +34,14 @@
- Require confirmation when enabling a high-priority rule; surface last editor and timestamp.
### Onboarding & Integrations
- Display connection status/health for QuickBooks/bank webhooks; guide recovery/retry.
- Stripe plan selection and post-checkout status must be clear and recoverable.
- Display connection status/health for external providers and their webhooks; guide recovery/retry.
- Payment plan selection and post-checkout status must be clear and recoverable.
### Reports & Exports
- Show date range, currency, timezone; indicate processing state and download links when ready.
## 5. Payments & Billing UX
- Use provider trust markers (Stripe) and keep users on provider-hosted flows.
- Use provider trust markers and keep users on provider-hosted flows.
- Post-return states: success, pending, failed; include retry/contact support options.
## 6. Support & Errors