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5923036
Initial plan
Copilot Jan 12, 2026
ae86059
Add v3 UI/UX roadmap documentation with user stories
Copilot Jan 12, 2026
e19ad7b
Refine TODOs for account documentation and features
rvosa Jan 12, 2026
8587c95
Initial plan
Copilot Jan 12, 2026
f261af1
Address TODOs in user-story-02-account.md with comprehensive account …
Copilot Jan 12, 2026
2388483
Update user-story-02-account.md based on v3-ui-ux branch original wit…
Copilot Jan 12, 2026
695f845
Enhance account management documentation with user story details and …
rvosa Jan 12, 2026
1e769dd
Update navigation flow documentation to include mermaid plot
rvosa Jan 12, 2026
5cb5158
Update user stories to include checkboxes
rvosa Jan 12, 2026
c7d8b01
Expand technical documentation structure
rvosa Jan 12, 2026
f4bc80f
Initial plan
Copilot Jan 12, 2026
eea9974
Merge branch 'v3-ui-ux' into copilot/update-user-story-06-doc
Copilot Jan 12, 2026
d3d9601
Address TODO items in user-story-06-technical.md with comprehensive d…
Copilot Jan 12, 2026
1359522
Add clarifying note for external GitHub Wiki resources
Copilot Jan 12, 2026
5be0e6a
Fix mermaid diagram syntax by quoting labels with special characters
Copilot Jan 12, 2026
5059bb7
Update User Story 6 status to completed
rvosa Jan 12, 2026
bd6e59f
Merge remote-tracking branch 'origin/copilot/update-user-story-06-doc…
rvosa Jan 12, 2026
5094d48
Initial plan
Copilot Jan 12, 2026
ac68441
Initial plan for addressing TODO items in governance user story
Copilot Jan 12, 2026
e395529
Address TODO items in user-story-07-governance.md
Copilot Jan 12, 2026
e9041ba
Add TODOs for governance information sections
rvosa Jan 12, 2026
2b57643
Update navigation flow documentation to include mermaid plot
rvosa Jan 12, 2026
73075cd
Address all TODOs including mermaid diagram and coverage analysis for…
Copilot Jan 12, 2026
8240427
Add GitHub issues and discussions links to community engagement section
Copilot Jan 12, 2026
d74b4a8
Remove mailing lists item since community forum exists via GitHub Dis…
Copilot Jan 12, 2026
53e5995
Update governance documentation with page inventory and navigation flow
rvosa Jan 12, 2026
75fd711
Mark User Story 7 as completed in README
rvosa Jan 12, 2026
3554008
Enhance user story documentation and verification tasks
rvosa Jan 12, 2026
de067d4
Initial plan
Copilot Jan 12, 2026
9c1b66e
Merge branch 'v3-ui-ux' into copilot/update-user-story-03-doc
Copilot Jan 12, 2026
c060505
Initial plan
Copilot Jan 12, 2026
341e8cf
Address all TODO items in user-story-03-submission.md
Copilot Jan 12, 2026
01dc154
Create doc/v3/user-story-01-search.md with search and projection docu…
Copilot Jan 12, 2026
83919ad
Add delete confirmation and restriction details to security section
Copilot Jan 12, 2026
02cd7ab
Mark User Story 3 as completed in README
rvosa Jan 12, 2026
3c8ed5d
Revise User Story 01: Update search capabilities and navigation flow …
rvosa Jan 12, 2026
746f5ba
Initial plan
Copilot Jan 12, 2026
34e2721
Address TODO items in user-story-01-search.md
Copilot Jan 12, 2026
cc2c13b
Address code review feedback for user-story-01-search.md
Copilot Jan 12, 2026
737ae64
Enhance search documentation with detailed navigation flow and search…
rvosa Jan 12, 2026
b70c90f
Mark User Story 1 as completed
rvosa Jan 12, 2026
9b4ffb7
Revise user story for review process and navigation
rvosa Jan 12, 2026
b6152d6
Initial plan
Copilot Jan 12, 2026
a14540f
Address TODO items in user-story-04-review.md
Copilot Jan 12, 2026
163bcc9
Address code review feedback in user-story-04-review.md
Copilot Jan 12, 2026
8630801
Revise admin user story with new management features
rvosa Jan 12, 2026
ee93330
Revise user story 04 documentation to enhance review workflow details…
rvosa Jan 12, 2026
54313fc
Update User Story 4 review status to completed
rvosa Jan 12, 2026
fdc3d93
Initial plan
Copilot Jan 12, 2026
48c0407
Revise next steps and clean up documentation
rvosa Jan 12, 2026
5ff3ee0
Merge branch 'v3-ui-ux' into copilot/update-user-story-05-doc
Copilot Jan 12, 2026
a656c73
Address TODO items in user-story-05-admin.md with comprehensive admin…
Copilot Jan 12, 2026
ce24496
Mark user-story-05-admin.md as completed in README.md
Copilot Jan 12, 2026
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9 changes: 9 additions & 0 deletions doc/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -30,6 +30,14 @@ Historical documentation that is no longer relevant for current deployments:
- **[INSTALL.md](archive/INSTALL.md)** - Original data loading environment setup (deprecated)
- **[LOADING.md](archive/LOADING.md)** - TreeBASE v.1 to v.2 data migration procedures (deprecated)

### [v3/](v3/)

UI/UX roadmap documentation for TreeBASE v3:

- **[README.md](v3/README.md)** - Overview and links to all v3 user stories
- User stories covering search, account management, data submission, review, administration,
technical documentation, and governance

## Quick Links

### I want to...
Expand All @@ -41,6 +49,7 @@ Historical documentation that is no longer relevant for current deployments:
- **Understand DWR integration** → [technical-notes/DWR.md](technical-notes/DWR.md)
- **Learn about recent upgrades** → [technical-notes/UPGRADES.md](technical-notes/UPGRADES.md)
- **Find historical data loading info** → [archive/](archive/)
- **See the v3 UI/UX roadmap** → [v3/](v3/)

## Contributing to Documentation

Expand Down
58 changes: 58 additions & 0 deletions doc/v3/README.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,58 @@
# TreeBASE v3 UI/UX Roadmap

This directory contains the UI/UX roadmap documentation for TreeBASE v3. The goal is to define
clear user stories that map to current application pages, identify navigation flows, and
ensure all existing pages are accounted for.

## Purpose

The v3 roadmap aims to:
1. Document user stories for all major user types
2. Map each story to specific pages in the current application
3. Define navigation paths through the application
4. Prepare for future wireframes and mockups

## User Stories

### Public Users

- [x] **[User Story 1: Search](user-story-01-search.md)** - A user or agent visits TreeBASE to search
for study, tree, matrix, taxon or analysis data

### Authenticated Users

- [x] **[User Story 2: Account Management](user-story-02-account.md)** - A user visits TreeBASE to
create or update their user account and log in

- [x] **[User Story 3: Data Submission](user-story-03-submission.md)** - A user visits TreeBASE to
submit study, tree, matrix, taxon or analysis data

### Reviewers

- [x] **[User Story 4: Review](user-story-04-review.md)** - A reviewer visits TreeBASE to review a
study with tree, matrix, taxon and analysis data

### Administrators

- [x] **[User Story 5: Administration](user-story-05-admin.md)** - An admin visits TreeBASE to
administer the submission and review queue

### Stakeholders

- [x] **[User Story 6: Technical Documentation](user-story-06-technical.md)** - A technical
stakeholder visits TreeBASE to learn about the technology of the web app, database, data
standards, APIs, or other tools

- [x] **[User Story 7: Governance](user-story-07-governance.md)** - A governance stakeholder visits
TreeBASE to learn about the project, its history, contributors, and role in phylogenetic data
management

## Next Steps

After these user stories are complete and all current pages are accounted for:

1. Create wireframes, mockups, widgets and interactions for each user story
2. Design the updated house style and design principles
3. Plan the implementation phases
4. Phased implementation of user stories

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