BigW Consortium Gitlab

Commit 11510bf7 by awhildy

[ci skip] Establish basic structure for ux_guide README.md

Block out pages needed for ux_guide Add resources stub to ux_guide home Fill out principles and basics Add TOC to basics Move all of UI guide to new UX guide structure Add first level structure on ux-guide pages Add more details to buttons Add button images. Update link on development Renamed surfaces to templates. Add tooltip details Update typography and icons on Basics page Add images for color. First draft of voice and tone Delete findings page Refine pages. Fill out Surfaces pages Clean up layout on basics, surfaces, features. Add anchorlinks and counts to components Fill out components page Add item title and system info block Fill out Features page Switch tooltip placement image
parent a3fd8521
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contributing to documentation.
- [SQL Migration Style Guide](migration_style_guide.md) for creating safe SQL migrations
- [Testing standards and style guidelines](testing.md)
- [UI guide](ui_guide.md) for building GitLab with existing CSS styles and elements
- [UX guide](ux_guide/README.md) for building GitLab with existing CSS styles and elements
- [Frontend guidelines](frontend.md)
- [SQL guidelines](sql.md) for working with SQL queries
- [Sidekiq guidelines](sidekiq_style_guide.md) for working with Sidekiq workers
......
# GitLab UX Guide
The goal of this guide is to provide standards, principles and in-depth information to design beautiful and effective GitLab features. This will be a living document, and we welcome contributions, feedback and suggestions.
## Design
---
### [Principles](principles.md)
These guiding principles set a solid foundation for our design system, and should remain relatively stable over multiple releases. They should be referenced as new design patterns are created.
---
### [Basics](basics.md)
The basic ingredients of our experience establish our personality and feel. This section includes details about typography, color, and motion.
---
### [Components](components.md)
Components are the controls that make up the GitLab experience, including guidance around buttons, links, dropdowns, etc.
---
### [Surfaces](surfaces.md)
The GitLab experience is broken apart into several surfaces. Each of these surfaces is designated for a specific scope or type of content. Examples include the header, global menu, side pane, etc.
---
### [Features](features.md)
The previous building blocks are combined into complete features in the GitLab UX. Examples include our navigation, filters, search results, and empty states.
---
<br>
## Research
---
### [Users](users.md)
How we think about the variety of users of GitLab, from small to large teams, comparing opensource usage to enterprise, etc.
---
<br>
## Other
---
### [Tips for designers](tips.md)
Tips for exporting assets, and other guidance.
---
### [Resources](resources.md)
Resources for GitLab UX
---
# Basics
## Contents
* [Responsive](#responsive)
* [Typography](#typography)
* [Icons](#icons)
* [Color](#color)
* [Motion](#motion)
* [Voice and tone](#voice-and-tone)
---
<br>
## Responsive
GitLab is a responsive experience that works well across all screen sizes, from mobile devices to large monitors. In order to provide a great user experience, the core functionality (browsing files, creating issues, writing comments, etc.) must be available at all resolutions. However, due to size limitations, some secondary functionality may be hidden on smaller screens. Please keep this functionality limited to rare actions that aren't expected to be needed on small devices.
---
<br>
## Typography
### Primary typeface
GitLab's main typeface used throughout the UI is **Source Sans Pro**. We support both the bold and regular weight.
![Source Sans Pro sample](img/sourcesanspro-sample.png)
### Monospace typeface
This is the typeface used for code blocks. GitLab uses the OS default font.
- **Menlo** (Mac)
- **Consolas** (Windows)
- **Liberation Mono** (Linux)
![Monospace font sample](img/monospacefont-sample.png)
---
<br>
## Icons
GitLab uses Font Awesome icons throughout our interface.
![Trash icon](img/icon-trash.png)
The trash icon is used for destructive actions that deletes information.
![Edit icon](img/icon-edit.png)
The pencil icon is used for editing content such as comments.
![Notification icon](img/icon-notification.png)
The bell icon is for notifications, such as Todos.
![Subscribe icon](img/icon-subscribe.png)
The eye icon is for subscribing to updates. For example, you can subscribe to a label and get updated on issues with that label.
![RSS icon](img/icon-rss.png)
The standard RSS icon is used for linking to RSS/atom feeds.
![Close icon](img/icon-close.png)
An 'x' is used for closing UI elements such as dropdowns.
![Add icon](img/icon-add.png)
A plus is used when creating new objects, such as issues, projects, etc.
>>>
TODO: update this section, add more general guidance to icon usage and personality, etc.
>>>
---
<br>
## Color
![Blue](img/color-blue.png)
Blue is used to highlight primary active elements (such as current tab), as well as other organization and managing commands.
![Green](img/color-green.png)
Green is for actions that create new objects.
![Orange](img/color-orange.png)
Orange is used for warnings
![Red](img/color-red.png)
Red is reserved for delete and other destructive commands
![Grey](img/color-grey.png)
Grey, and white (depending on context) is used for netral, secondary elements
>>>
TODO: Establish a perspective for color in terms of our personality and rationalize with Marketing usage.
>>>
---
<br>
## Motion
Motion is a tool to help convey important relationships, changes or transitions between elements. It should be used sparingly and intentionally, highlighting the right elements at the right moment.
>>>
TODO: Determine a more concrete perspective on motion, create consistent easing/timing curves to follow.
>>>
---
<br>
## Voice and tone
The copy for GitLab is clear and direct. We strike a clear balance between professional and friendly. We can empathesize with users (such as celebrating completing all Todos), and remain respectful of the importance of the work. We are that trusted, friendly coworker that is helpful and understanding.
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# Components
## Contents
* [Tooltips](#tooltips)
* [Anchor links](#anchor-links)
* [Buttons](#buttons)
* [Dropdowns](#dropdowns)
* [Counts](#counts)
* [Lists](#lists)
* [Tables](#tables)
* [Blocks](#blocks)
* [Panels](#panels)
* [Alerts](#alerts)
* [Forms](#forms)
* [File holders](#file-holders)
* [Data formats](#data-formats)
---
<br>
## Tooltips
### Usage
A tooltip should only be added if additional information is required.
![Tooltip usage](img/tooltip-usage.png)
### Placement
By default, tooltips should be placed below the element that they refer to. However, if there is not enough space in the viewpoint, the tooltip should be moved to the side as needed.
![Tooltip placement location](img/tooltip-placement.png)
---
<br>
## Anchor links
Anchor links are used for navigational actions and lone, secondary commands (such as 'Reset filters' on the Issues List) when deemed appropriate by the UX team.
### States
#### Rest
Primary links are blue in their rest state. Secondary links (such as the time stamp on comments) are a neutral gray color in rest. Details on the main GitLab navigation links can be found on the [features](features.md#navigation) page.
#### Hover
An underline should always be added on hover. A gray link becomes blue on hover.
#### Focus
The focus state should match the hover state.
![Anchor link states ](img/components-anchorlinks.png)
---
<br>
## Buttons
Buttons communicate the command that will occur when the user clicks on them.
### Types
#### Primary
Primary buttons communicate the main call to action. There should only be one call to action in any given experience. Visually, primary buttons are conveyed with a full background fill
![Primary button example](img/button-primary.png)
#### Secondary
Secondary buttons are for alternative commands. They should be conveyed by a button with an stroke, and no background fill.
![Secondary button example](img/button-secondary.png)
### Icon and text treatment
Text should be in sentence case, where only the first word is capitalized. "Create issue" is correct, not "Create Issue". Buttons should only contain an icon or a text, not both.
>>>
TODO: Rationalize this. Ensure that we still believe this.
>>>
### Colors
Follow the color guidance on the [basics](basics.md#color) page. The default color treatment is the white/grey button.
---
<br>
## Dropdowns
Dropdowns are used to allow users to choose one (or many) options from a list of options. If this list of options is more 20, there should generally be a way to search through and filter the options (see the complex filter dropdowns below.)
>>>
TODO: Will update this section when the new filters UI is implemented.
>>>
![Dropdown states](img/components-dropdown.png)
---
<br>
## Counts
A count element is used in navigation contexts where it is helpful to indicate the count, or number of items, in a list. Always use the [`number_with_delimiter`][number_with_delimiter] helper to display counts in the UI.
![Counts example](img/components-counts.png)
[number_with_delimiter]: http://api.rubyonrails.org/classes/ActionView/Helpers/NumberHelper.html#method-i-number_with_delimiter
---
<br>
## Lists
Lists are used where ever there is a single column of information to display. Ths [issues list](https://gitlab.com/gitlab-org/gitlab-ce/issues) is an example of a important list in the GitLab UI.
### Types
Simple list using .content-list
![Simple list](img/components-simplelist.png)
List with avatar, title and description using .content-list
![List with avatar](img/components-listwithavatar.png)
List with hover effect .well-list
![List with hover effect](img/components-listwithhover.png)
List inside panel
![List inside panel](img/components-listinsidepanel.png)
---
<br>
## Tables
When the information is too complex for a list, with multiple columns of information, a table can be used. For example, the [pipelines page](https://gitlab.com/gitlab-org/gitlab-ce/pipelines) uses a table.
![Table](img/components-table.png)
---
<br>
## Blocks
Blocks are a way to group related information.
### Types
#### Content blocks
Content blocks (`.content-block`) are the basic grouping of content. They are commonly used in [lists](#lists), and are separated by a botton border.
![Content block](img/components-contentblock.png)
#### Row content blocks
A background color can be added to this blocks. For example, items in the [issue list](https://gitlab.com/gitlab-org/gitlab-ce/issues) have a green background if they were created recently. Below is an example of a gray content block with side padding using `.row-content-block`.
![Row content block](img/components-rowcontentblock.png)
#### Cover blocks
Cover blocks are generally used to create a heading element for a page, such as a new project, or a user profile page. Below is a cover block (`.cover-block`) for the profile page with an avatar, name and description.
![Cover block](img/components-coverblock.png)
---
<br>
## Panels
>>>
TODO: Catalog how we are currently using panels and rationalize how they relate to alerts
>>>
![Panels](img/components-panels.png)
---
<br>
## Alerts
>>>
TODO: Catalog how we are currently using alerts
>>>
![Alerts](img/components-alerts.png)
---
<br>
## Forms
There are two options shown below regarding the positioning of labels in forms. Both are options to consider based on context and available size. However, it is important to have a consistent treatment of labels in the same form.
### Types
#### Labels stack vertically
Form (`form`) with label rendered above input.
![Vertical form](img/components-verticalform.png)
#### Labels side-by-side
Horizontal form (`form.horizontal-form`) with label rendered inline with input.
![Horizontal form](img/components-horizontalform.png)
---
<br>
## File holders
A file holder (`.file-holder`) is used to show the contents of a file inline on a page of GitLab.
![File Holder component](img/components-fileholder.png)
---
<br>
## Data formats
### Dates
#### Exact
Format for exacts dates should be ‘Mon DD, YYYY’, such as the examples below.
![Exact date](img/components-dateexact.png)
#### Relative
This format relates how long since an action has occurred. The exact date can be shown as a tooltip on hover.
![Relative date](img/components-daterelative.png)
### References
Referencing GitLab items depends on a symbol for each type of item. Typing that symbol will invoke a dropdown that allows you to search for and autocomplete the item you were looking for. References are shown as [links](#links) in context, and hovering on them shows the full title or name of the item.
![Hovering on a reference](img/components-referencehover.png)
#### `%` Milestones
![Milestone reference](img/components-referencemilestone.png)
#### `#` Issues
![Issue reference](img/components-referenceissues.png)
#### `!` Merge Requests
![Merge request reference](img/components-referencemrs.png)
#### `~` Labels
![Labels reference](img/components-referencelabels.png)
#### `@` People
![People reference](img/components-referencepeople.png)
>>>
Open issue: Some commit references use monospace fonts, but others don't. Need to standardize this.
>>>
# Features
## Contents
* [Navigation](#navigation)
* [Filtering](#filtering)
* [Search results](#search-results)
* [Conversations](#conversations)
* [Empty states](#empty-states)
---
## Navigation
### Global navigation
The global navigation is accessible via the menu button on the top left of the screen, and can be pinned to keep it open. It contains a consistent list of pages that allow you to view content that is across GitLab. For example, you can view your todos, issues and merge requests across projects and groups.
![Global nav](img/features-globalnav.png)
### Contextual navigation
The navigation in the header is contextual to each page. These options change depending on if you are looking at a project, group, or settings page. There should be no more than 10 items on a level in the contextual navigation, allowing it to comfortably fit on a typical laptop screen. There can be up to too levels of navigation. Each sub nav group should be a self-contained group of functionality. For example, everything related to the issue tracker should be under the 'Issue' tab, while everything relating to the wiki will be grouped under the 'Wiki' tab. The names used for each section should be short and easy to remember, ideally 1-2 words in length.
![Contextual nav](img/features-contextualnav.png)
### Information architecture
The [GitLab Product Map](https://gitlab.com/gitlab-org/gitlab-design/raw/master/production/resources/gitlab-map.png) shows a visual representation of the information architecture for GitLab.
---
<br>
## Filtering
Today, lists are filtered by a series of dropdowns. Some of these dropdowns allow multiselect (labels), while others allow you to filter to one option (milestones). However, we are currently implementing a [new model](https://gitlab.com/gitlab-org/gitlab-ce/issues/21747) for this, and will update the guide when it is ready.
![Filters](img/features-filters.png)
---
<br>
## Search results
### Global search
[Global search](https://gitlab.com/search?group_id=&project_id=13083&repository_ref=&scope=issues&search=mobile) allows you to search across items in a project, or even across multiple projects. You can switch tabs to filter on type of object, or filter by group.
### List search
There are several core lists in the GitLab experience, such as the Issue list and the Merge Request list. You are also able to [filter and search these lists](https://gitlab.com/gitlab-org/gitlab-ce/issues?utf8=%E2%9C%93&search=mobile). This UI will be updated with the [new filtering model](https://gitlab.com/gitlab-org/gitlab-ce/issues/21747).
---
<br>
## Empty states
Empty states need to be considered in the design of features. They are vital to helping onboard new users, making the experience feel more approachable and understandable. Empty states should feel inviting and provide just enough information to get people started. There should be a single call to action and a clear explanation of what to use the feature for.
![Empty states](img/features-emptystates.png)
# Principles
These are the guiding principles that we should strive for to establish a solid foundation for the GitLab experience.
<br>
## Professional and productive
GitLab is a tool to support what people do, day in, day out. We need to respect the importance of their work, and avoid gimicky details.
<br>
## Minimal and efficient
While work can get complicated, GitLab is about bringing a sharp focus, helping our customers know what matters now.
<br>
## Immediately recognizable
When you look at any screen, you should know immediately that it is GitLab. Our personality is strong and consistent across product and marketing experiences.
<br>
## Human and quirky
We need to build empathy with our users, understanding their state of mind, and connect with them at a human level. Quirkiness is part of our DNA, and we should embrace it in the right moments and contexts.
<br>
>>>
TODO: Ensure these principles align well with the goals of the Marketing team
>>>
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# Resources
## GitLab UI development kit
We created a page inside GitLab where you can check commonly used html and css elements.
When you run GitLab instance locally - just visit http://localhost:3000/help/ui page to see UI examples
you can use during GitLab development.
## Design repository
All design files are stored in the [gitlab-design](https://gitlab.com/gitlab-org/gitlab-design)
repository and maintained by GitLab UX designers.
\ No newline at end of file
# Surfaces
## Contents
* [Header](#header)
* [Global menu](#global-menu)
* [Side pane](#side-pane)
* [Content area](#content-area)
---
![Surfaces UX](img/surfaces-ux.png)
## Global menu
This menu is to navigate to pages that contain content global to GitLab.
---
<br>
## Header
The header contains 3 main elements: Project switching and searching, user account avatar and settings, and a contextual menu that changes based on the current page.
![Surfaces Header](img/surfaces-header.png)
---
<br>
## Side pane
The side pane holds supporting information and meta data for the information in the content area.
---
<br>
## Content area
The main content of the page. The content area can include other surfaces.
### Item title bar
The item title bar contains the top level information to identify the item, such as the name, id and status.
![Item title](img/surfaces-contentitemtitle.png)
### Item system information
The system information block contains relevant system controlled information.
![Item system information](img/surfaces-systeminformationblock.png)
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# Tips
## Contents
* [SVGs](#svgs)
---
## SVGs
When exporting SVGs, be sure to follow the following guidelines:
1. Convert all strokes to outlines.
2. Use pathfinder tools to combine overlapping paths and create compound paths.
3. SVGs that are limited to one color should be exported without a fill color so the color can be set using CSS.
4. Ensure that exported SVGs have been run through an [SVG cleaner](https://github.com/RazrFalcon/SVGCleaner) to remove unused elements and attributes.
You can open your svg in a text editor to ensure that it is clean.
Incorrect files will look like this:
```xml
<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<svg width="16px" height="17px" viewBox="0 0 16 17" version="1.1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
<!-- Generator: Sketch 3.7.2 (28276) - http://www.bohemiancoding.com/sketch -->
<title>Group</title>
<desc>Created with Sketch.</desc>
<defs></defs>
<g id="Page-1" stroke="none" stroke-width="1" fill="none" fill-rule="evenodd">
<g id="Group" fill="#7E7C7C">
<path d="M15.1111,1 L0.8891,1 C0.3981,1 0.0001,1.446 0.0001,1.996 L0.0001,15.945 C0.0001,16.495 0.3981,16.941 0.8891,16.941 L15.1111,16.941 C15.6021,16.941 16.0001,16.495 16.0001,15.945 L16.0001,1.996 C16.0001,1.446 15.6021,1 15.1111,1 L15.1111,1 L15.1111,1 Z M14.0001,6.0002 L14.0001,14.949 L2.0001,14.949 L2.0001,6.0002 L14.0001,6.0002 Z M14.0001,4.0002 L14.0001,2.993 L2.0001,2.993 L2.0001,4.0002 L14.0001,4.0002 Z" id="Combined-Shape"></path>
<polygon id="Fill-11" points="3 2.0002 5 2.0002 5 0.0002 3 0.0002"></polygon>
<polygon id="Fill-16" points="11 2.0002 13 2.0002 13 0.0002 11 0.0002"></polygon>
<path d="M5.37709616,11.5511984 L6.92309616,12.7821984 C7.35112915,13.123019 7.97359761,13.0565604 8.32002627,12.6330535 L10.7740263,9.63305349 C11.1237073,9.20557058 11.0606364,8.57555475 10.6331535,8.22587373 C10.2056706,7.87619272 9.57565475,7.93926361 9.22597373,8.36674651 L6.77197373,11.3667465 L8.16890384,11.2176016 L6.62290384,9.98660159 C6.19085236,9.6425813 5.56172188,9.71394467 5.21770159,10.1459962 C4.8736813,10.5780476 4.94504467,11.2071781 5.37709616,11.5511984 L5.37709616,11.5511984 Z" id="Stroke-21"></path>
</g>
</g>
</svg>
```
Correct file will look like this:
```xml
<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 16 17" enable-background="new 0 0 16 17"><path d="m15.1 1h-2.1v-1h-2v1h-6v-1h-2v1h-2.1c-.5 0-.9.5-.9 1v14c0 .6.4 1 .9 1h14.2c.5 0 .9-.4.9-1v-14c0-.5-.4-1-.9-1m-1.1 14h-12v-9h12v9m0-11h-12v-1h12v1"/><path d="m5.4 11.6l1.5 1.2c.4.3 1.1.3 1.4-.1l2.5-3c.3-.4.3-1.1-.1-1.4-.5-.4-1.1-.3-1.5.1l-1.8 2.2-.8-.6c-.4-.3-1.1-.3-1.4.2-.3.4-.3 1 .2 1.4"/></svg>
```
>>>
TODO: Checkout [https://github.com/svg/svgo](https://github.com/svg/svgo)
>>>
\ No newline at end of file
# Users
>>>
TODO: Create personas. Understand the similarities and differences across the below spectrums.
>>>
## Users by organization
- Enterprise
- Medium company
- Small company
- Open source communities
## Users by role
- Admin
- Manager
- Developer
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