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Documentation Checklist

Pre-Publication Checklist​

📝 Content Review​

  • Technical Accuracy

    • All features documented correctly
    • Code examples tested and working
    • Parameter ranges validated
    • Screenshots current and clear

  • Completeness

    • All new features documented
    • Breaking changes highlighted
    • Migration guides provided (if needed)
    • Known limitations documented

🎨 Format Review​

TradingView Description​

  • Required Sections Present

    • OVERVIEW section with widget-optimized opening
    • FEATURES section with clear categories
    • HOW TO USE section with step-by-step instructions
    • TECHNICAL DETAILS section
    • LIMITATIONS section
    • NOTES/CREDITS sections

  • Markup Validation

    • All bold tags matched: [b]...[/b]
    • All italic tags matched: [i]...[/i]
    • All URL tags matched: [url=...]...[/url]
    • Pine code blocks properly formatted: [pine]...[/pine]
    • Symbol references formatted: [symbol="TICKER"]TICKER[/symbol]

  • Typography Standards

    • Section headers: █ [b]SECTION[/b] (Full block + Em space + bold + caps)
    • Sub-headers: [b]Sub-header[/b] (Bold + title case)
    • Bulleted lists: • (Em space + bullet + space)
    • Numbered lists: 1 — (Number + space + Em dash + space)
    • Proper indentation with Em spaces for continuations

  • Special Characters

    • Em spaces (U+2003) used correctly
    • Em dashes (U+2014) in numbered lists
    • Bullets (U+2022) in bulleted lists
    • Full blocks (U+2588) in section headers
    • Zero-width spaces (U+200B) to break auto-links if needed

Internal Documentation​

  • README.md Structure

    • Version badges current
    • Table of contents accurate
    • Installation instructions clear
    • Configuration examples working
    • Troubleshooting section helpful

  • Pine Script File

    • Header comment block complete
    • Embedded changelog updated
    • Code comments comprehensive
    • Version number matches everywhere

🔗 Consistency Review​

  • Version Alignment

    • README.md version badge matches script
    • Changelog versions consistent
    • Git tags planned/created
    • Documentation dates current

  • Feature Descriptions

    • TradingView description matches README
    • Feature lists identical across docs
    • Parameter descriptions consistent
    • Examples work in both contexts

  • Links and References

    • All internal links functional
    • External links working
    • TradingView profile links correct
    • Website URLs current

🧪 Testing Procedures​

  • Documentation Testing

    • Markdown renders correctly on GitHub
    • TradingView formatting displays properly
    • All code examples compile and run
    • Screenshots show current interface

  • Cross-Platform Validation

    • TradingView desktop rendering tested
    • Mobile compatibility checked (if relevant)
    • Dark/light theme compatibility
    • Different browser testing

  • User Experience Testing

    • Documentation walkthrough completed
    • New user can follow instructions
    • Advanced features clearly explained
    • Troubleshooting covers common issues

📋 Final Review​

  • Quality Assurance

    • Spelling and grammar checked
    • Technical terminology consistent
    • Voice and tone appropriate
    • Professional presentation maintained

  • Legal and Compliance

    • Copyright notices current
    • License information accurate
    • Attribution requirements met
    • Disclaimer statements included

Publication Workflow​

Step 1: Preparation​

  • Run conversion script: ./tools/convert-to-tv.sh
  • Run validation script: ./tools/validate-tv-format.sh
  • Address all errors and warnings
  • Create backup of description text

Step 2: Preview Testing​

  • Create private TradingView script
  • Paste description and test rendering
  • Verify all formatting displays correctly
  • Check all links are clickable and functional
  • Test code blocks compile correctly

Step 3: Publication​

  • Publish on TradingView with final description
  • Immediately save publication URL
  • Update internal documentation with URL
  • Create git tag with publication version
  • Archive description text with version number

Step 4: Post-Publication​

  • Test published script loads correctly
  • Verify description displays as expected
  • Update master documentation index
  • Notify team of new publication
  • Monitor for user feedback/issues

Maintenance Workflow​

Regular Updates (Monthly)​

  • Review all documentation for accuracy
  • Update screenshots if interface changed
  • Check all external links still functional
  • Verify version numbers across all files
  • Update any deprecated information

Version Updates​

  • Update changelog in all relevant files
  • Increment version numbers consistently
  • Update documentation for new features
  • Create migration guides for breaking changes
  • Archive previous version documentation

Quarterly Review​

  • Audit entire documentation structure
  • Review and update templates
  • Assess user feedback and common questions
  • Improve frequently misunderstood sections
  • Update style guide if needed

Common Issues Checklist​

TradingView Formatting Issues​

  • Character Display

    • History references [1] stripped outside code blocks
    • Auto-links interfering with text flow
    • Special characters not displaying correctly
    • Code formatting breaking in descriptions

  • Layout Problems

    • Excessive white space or too cramped
    • Poor list formatting or alignment
    • Section breaks not clear enough
    • Long lines wrapping poorly

Content Issues​

  • Missing Information

    • Parameter defaults not documented
    • Alert conditions unclear
    • Performance requirements missing
    • Use case examples insufficient

  • Accuracy Problems

    • Outdated screenshots or examples
    • Incorrect parameter ranges
    • Wrong feature descriptions
    • Broken or outdated links

Emergency Procedures​

Critical Error Found Post-Publication​

  1. Immediate Actions

    • Document the error thoroughly
    • Assess impact on users
    • Determine if withdrawal needed

  2. Short-term Fix

    • Create corrected version immediately
    • Publish as "Updated" or "Fixed" version
    • Reference original in new description
    • Notify users via comments if possible

  3. Long-term Resolution

    • Update all internal documentation
    • Revise QA procedures to prevent recurrence
    • Update templates if issue was systematic
    • Document lessons learned

Documentation System Failure​

  1. Backup Procedures

    • Restore from git repository
    • Use archived TradingView descriptions
    • Rebuild from templates if necessary

  2. Recovery Process

    • Validate all restored documentation
    • Test conversion tools functionality
    • Verify all links and references
    • Resume normal workflow

This checklist should be completed for every documentation update and publication. Keep a copy of completed checklists for quality assurance records.