Doc Update Manual

Table of Contents

When to use this skill

Use this skill whenever a user-facing feature is added, changed, or removed: a new wizard, a renamed menu item, a new toolbar button, a changed workflow, or a new command-line option. The user manual must reflect what the application actually does; stale documentation is a defect.

Also use it proactively at the end of any task that changes UI behaviour, even if the user did not explicitly ask for a manual update.

How to use this skill

  1. Identify the affected chapter. The manual lives under doc/manual/user_guide/. The root file is user_manual.org; each chapter is a flat chapter_N_*.org file in the same directory. Map the changed feature to its chapter:

    Feature area Chapter file
    Login, connections, status bar, CLI chapter_2_connecting.org
    Bootstrapping, tenants, parties chapter_3_initial_setup.org
    Reference data (currencies, etc.) (future chapter)
    Instruments and trades (future chapter)
    Market data (future chapter)
    Analytics (future chapter)

    If the feature does not map to an existing chapter, note it so a new chapter can be planned.

  2. Update the prose. Edit the relevant .org file to reflect the new or changed behaviour. Keep the tone consistent: plain language, second person ("you"), British English, non-programmer audience. Describe what the user does and sees, not how the code works.
  3. Add screenshot placeholders for any new UI. Every new dialog, page, or significant UI state needs a #+caption: block and a TODO_ placeholder link:

    #+caption: [SCREENSHOT NEEDED] <what to show>.
    # Capture: <precise instruction for what to capture and how>.
    [[proj:doc/assets/images/TODO_descriptive_name.png]]
    

    The link path is relative to the chapter file, which lives in doc/manual/user_guide/ — three levels above the repo-root assets/, hence ../../../.

    Name placeholder files with the TODO_ prefix so they stand out in the file list and are easy to search for.

  4. Update existing screenshot captions if the UI changed enough that an existing screenshot is now wrong or misleading. Mark it:

    #+caption: [SCREENSHOT OUTDATED — retake needed] <updated description>.
    
  5. Rebuild the PDF to verify the chapter compiles without errors:

    ./projects/ores.compass/compass.sh build --direct manual
    

    Fix any LaTeX errors before committing.

  6. Commit the updated chapter on the relevant feature branch as part of the same PR as the code change. Documentation and code ship together; a PR that changes UI without updating the manual is incomplete.
  7. Rebuild and commit the PDF if the content changed substantially enough to warrant an updated binary:

    ./projects/ores.compass/compass.sh build --direct manual
    git add doc/manual/user_guide/user_manual.pdf
    git commit -m "[doc] Rebuild user manual PDF"
    

Recipes

Reference

Emacs 29.1 (Org mode 9.6.6)