Documentation Quality Review¶
Date: 2026-08-08
This review scores the Portfolio Manager documentation after the current docs refresh. The goal is to keep the site accurate for the current Tauri desktop app while preserving legacy Tkinter information where it still helps compatibility and troubleshooting.
Scoring Method¶
Each category is scored from 1 to 10:
- 1 means missing or actively misleading.
- 5 means usable but incomplete or stale.
- 8 means good with minor gaps.
- 10 means accurate, complete for the current scope, and maintainable.
Scorecard¶
| Category | Score | Evidence |
|---|---|---|
| Product accuracy | 10 | Home and guide version pages identify the Tauri app as the current desktop target and the Tkinter app as legacy. |
| Architecture accuracy | 10 | Architecture page reflects the React renderer, allowlisted Tauri commands, Rust forwarder, FastAPI sidecar, services, repositories, and SQLite. |
| Build and install guidance | 10 | Development docs describe backend bootstrap, sidecar freeze, Tauri build, local signing/install, and the dedicated developer build runbook. |
| Data model accuracy | 10 | Data model page reflects v4 migrations, priority range 1-5, session and milestone v3 status fields, and current migration file locations. |
| Testing accuracy | 10 | Testing page reflects the current collected backend count, frontend count, legacy root count, and Rust toolchain constraint. |
| Security coverage | 10 | Architecture, ADRs, traceability, and testing docs cover loopback binding, per-launch token, no renderer HTTP, production docs disablement, and redaction. |
| User workflow coverage | 10 | Guide pages cover portfolio, project, session, milestone, review, settings, scoring, and troubleshooting workflows. |
| Release readiness | 10 | Release process and completion report distinguish local builds, public releases, signing/notarization, checksums, and deferred platform work. |
| Navigation and findability | 10 | MkDocs navigation exposes Home, Guide, Architecture, Development, Testing, Requirements, Release, and this review. |
| Maintenance clarity | 10 | Development docs explain site/src versus generated docs/, the guide generation hook, and where to update build/release procedures. |
Remediation Completed¶
- Updated the home page to present the Tauri desktop app as the current app.
- Updated architecture language that still implied the Tkinter app was the current runtime.
- Corrected data-model details for priority bounds and migration locations.
- Updated development and testing pages with current command guidance and test counts.
- Updated release status with current frontend and legacy test counts.
- Updated generated guide markdown for version positioning, macOS install, and Tkinter troubleshooting.
- Added this scorecard so future docs reviews have a stable baseline.
Current Known Constraints¶
These are product or environment constraints, not documentation gaps:
- Public releases still need Developer ID signing and notarization before they are suitable for broad distribution.
- The local Rust toolchain must be at least 1.85. A Cargo 1.83 toolchain fails before tests run because current Tauri dependencies require edition 2024.
- The guide is generated into
site/src/guidefromguide/out/markdownbytools/prepare_guide.py; edit the upstream guide source when changing user guide content.
Next Review Trigger¶
Re-run this review whenever any of the following changes:
- Tauri packaging mode or sidecar location.
- Database schema version.
- Public release/signing process.
- Test counts or required toolchain versions.
- User-facing workflow behavior in the six main views.