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docs(crowdfunding): improve in-app documentation with Fin structure and FAQ (LFXV2-2532)#1037

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emlimlf merged 3 commits into
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feat/cf-documentation-update
Jun 30, 2026
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docs(crowdfunding): improve in-app documentation with Fin structure and FAQ (LFXV2-2532)#1037
emlimlf merged 3 commits into
mainfrom
feat/cf-documentation-update

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@emlimlf emlimlf commented Jun 29, 2026

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Summary

  • Add docs/user/crowdfunding/faq/index.md — standalone FAQ article (7 questions) covering initiative status, fund types, archiving donors, cancelling subscriptions, failed charges, and refunds; crowdfunding was the only docs section missing a top-level FAQ
  • Add Before you begin and After completing sections to all procedural articles (view-initiatives, view-donations, manage-initiatives, manage-recurring-donations, manage-payment-methods) per Fin/Intercom best-practice structure
  • Fix two misplaced After completing sections introduced during drafting — removed from manage-initiatives (was before the steps) and manage-recurring-donations (was between unrelated action sections); inline confirmation text already covered both cases
  • Improve manage-initiatives intro to be Fin-surfaceable: now states the article covers edit, archive, and activate rather than starting with a navigation instruction
  • Add explicit topic sentence to manage-recurring-donations intro so Fin can surface the article without relying on the title
  • Replace LF SSO jargon with Linux Foundation account across all Before you begin sections (Fin/Intercom Pillar 8: defined terms)
  • Add crowdfunding FAQ link to the landing index.md Related sections
  • Add crowdfunding entry to topicVisuals in docs-topic-card.component.ts: icon fa-solid fa-box-dollar (matches My Initiatives sidebar entry) with bg-blue-500 text-white style (matches Surveys section)

Notes

Screenshots are required by LFXV2-2532 but are not part of this PR — they need manual capture from the production UI at app.lfx.dev/crowdfunding and will be handled separately. The lfx-intercom skill's fin-best-practices.md does not itself mandate screenshots; the requirement is ticket-specific.

…ements (LFXV2-2532)

Signed-off-by: Efren Lim <elim@linuxfoundation.org>
Copilot AI review requested due to automatic review settings June 29, 2026 06:03
@emlimlf emlimlf requested a review from a team as a code owner June 29, 2026 06:03
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Review Change Stack

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: 163bc9a3-c861-4733-8e50-5b99470f5078

📥 Commits

Reviewing files that changed from the base of the PR and between 047225d and a8efb58.

📒 Files selected for processing (5)
  • docs/user/crowdfunding/manage-initiatives/index.md
  • docs/user/crowdfunding/manage-payment-methods/index.md
  • docs/user/crowdfunding/manage-recurring-donations/index.md
  • docs/user/crowdfunding/view-donations/index.md
  • docs/user/crowdfunding/view-initiatives/index.md
✅ Files skipped from review due to trivial changes (3)
  • docs/user/crowdfunding/view-initiatives/index.md
  • docs/user/crowdfunding/manage-initiatives/index.md
  • docs/user/crowdfunding/view-donations/index.md
🚧 Files skipped from review as they are similar to previous changes (2)
  • docs/user/crowdfunding/manage-recurring-donations/index.md
  • docs/user/crowdfunding/manage-payment-methods/index.md

Walkthrough

Adds a Crowdfunding FAQ page, updates crowdfunding navigation and guidance pages, and registers a crowdfunding topic visual in the docs UI.

Changes

Crowdfunding docs and UI topic visual

Layer / File(s) Summary
UI topicVisuals crowdfunding entry
apps/lfx-one/src/app/modules/docs/components/docs-topic-card/docs-topic-card.component.ts
Adds crowdfunding to topicVisuals with its icon and container color classes.
New FAQ page and index update
docs/user/crowdfunding/faq/index.md, docs/user/crowdfunding/index.md
Adds the Crowdfunding FAQ page and updates the crowdfunding index metadata and related link list.
Before you begin / After completing sections across crowdfunding docs
docs/user/crowdfunding/manage-initiatives/index.md, docs/user/crowdfunding/manage-payment-methods/index.md, docs/user/crowdfunding/manage-recurring-donations/index.md, docs/user/crowdfunding/view-donations/index.md, docs/user/crowdfunding/view-initiatives/index.md
Adds prerequisite and outcome sections across the crowdfunding guidance pages, including the recurring-donation warning tied to deleting a payment card.

Estimated code review effort

🎯 2 (Simple) | ⏱️ ~10 minutes

Possibly related PRs

🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title accurately summarizes the main change set: crowdfunding docs improvements, including Fin structure and a new FAQ.
Description check ✅ Passed The description is directly related to the PR and accurately describes the documentation structure updates, FAQ, and topic visuals.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
✨ Finishing Touches
🧪 Generate unit tests (beta)
  • Create PR with unit tests
  • Commit unit tests in branch feat/cf-documentation-update

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Pull request overview

This PR improves the Crowdfunding end-user documentation to better align with Fin/Intercom article structure, adds a standalone Crowdfunding FAQ, and ensures the Docs landing “topic card” has a dedicated Crowdfunding visual.

Changes:

  • Added “Before you begin” / “After completing” sections to key Crowdfunding procedural articles and improved intros for Fin surfacing.
  • Added a new Crowdfunding FAQ page and linked it from the Crowdfunding docs landing page.
  • Added a crowdfunding entry to the docs topic-card visuals map (icon + container styling).

Reviewed changes

Copilot reviewed 8 out of 8 changed files in this pull request and generated 5 comments.

Show a summary per file
File Description
docs/user/crowdfunding/view-initiatives/index.md Adds “Before you begin” and an “After completing” outcome section.
docs/user/crowdfunding/view-donations/index.md Adds “Before you begin” and an “After completing” outcome section.
docs/user/crowdfunding/manage-recurring-donations/index.md Adds a more explicit intro + “Before you begin” prerequisites.
docs/user/crowdfunding/manage-payment-methods/index.md Adds “Before you begin” prerequisites and explicit “After completing” outcomes for add/delete flows.
docs/user/crowdfunding/manage-initiatives/index.md Reworks the intro for Fin surfacing and adds “Before you begin” prerequisites.
docs/user/crowdfunding/index.md Updates last_updated and adds a Related link to the new FAQ.
docs/user/crowdfunding/faq/index.md New standalone FAQ article covering common initiative/donation questions.
apps/lfx-one/src/app/modules/docs/components/docs-topic-card/docs-topic-card.component.ts Adds Crowdfunding visuals (icon + container classes) for the docs landing grid.

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Comment thread docs/user/crowdfunding/manage-recurring-donations/index.md
Comment thread docs/user/crowdfunding/manage-payment-methods/index.md
Comment thread docs/user/crowdfunding/manage-initiatives/index.md
Comment thread docs/user/crowdfunding/view-initiatives/index.md
Comment thread docs/user/crowdfunding/view-donations/index.md
Signed-off-by: Efren Lim <elim@linuxfoundation.org>
@emlimlf

emlimlf commented Jun 29, 2026

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Review Feedback Addressed

Commit: a8efb58

Changes Made

  • docs/user/crowdfunding/manage-recurring-donations/index.md: updated last_updated to 2026-06-29 (per copilot-pull-request-reviewer[bot])
  • docs/user/crowdfunding/manage-payment-methods/index.md: updated last_updated to 2026-06-29 (per copilot-pull-request-reviewer[bot])
  • docs/user/crowdfunding/manage-initiatives/index.md: updated last_updated to 2026-06-29 (per copilot-pull-request-reviewer[bot])
  • docs/user/crowdfunding/view-initiatives/index.md: updated last_updated to 2026-06-29 (per copilot-pull-request-reviewer[bot])
  • docs/user/crowdfunding/view-donations/index.md: updated last_updated to 2026-06-29 (per copilot-pull-request-reviewer[bot])

Threads Resolved

5 of 5 unresolved threads addressed in this iteration.

Copilot AI review requested due to automatic review settings June 30, 2026 07:54

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Pull request overview

Copilot reviewed 8 out of 8 changed files in this pull request and generated 1 comment.

Comment on lines 28 to 45
@@ -32,7 +39,9 @@ The new card appears in your payment methods list and can be used for future don
4. Select **Delete** next to the card you want to remove.
5. Confirm the deletion.

The card is removed from your account.
## After completing (delete)

The card is removed from your account immediately. Any active recurring donations linked to that card will fail on their next billing cycle — cancel them before removing the card if you want to stop future charges cleanly.

@emlimlf emlimlf merged commit b5f00a0 into main Jun 30, 2026
14 checks passed
@emlimlf emlimlf deleted the feat/cf-documentation-update branch June 30, 2026 08:23
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3 participants