docs(ux): add Stage-0 recency-bounded heuristic review
Prioritized UX findings for the product as it actually is — sparse feed, respected caption rate limit, recency-bounded auto-summarize (incoming), single-user. 15 findings, NOW/LATER tagged. P0s target the first-contact return-cliff that the Stage-0 gate depends on. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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# Tapir — Heuristic Review (Stage-0, sparse + recency-bounded)
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_Findings document, not a build spec. The maintainer filters; a spec follows separately.
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Reviewed against `VISION.md` (Stage-0 gate), `docs/ui-spec.md`, `internal/web/views.templ` +
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`view.go`, the prior `UX-REVIEW.md` pass, and the current screenshots. Written for the product
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**as it actually is**: ~283 discovered, ~15 summarized, ~256 in queue behind a respected per-IP
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caption rate limit, ~12 no-captions; single-user (maintainer) with friends pending; recency-
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bounded auto-summarize about to ship (auto = recent ~7d, older browsable + manual on demand)._
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## Reviewer stance
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The Stage-0 gate is **return usage**. So every finding is judged by one question: does this make
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the maintainer (or a friend) come back to an honestly-sparse feed? The visual layer is already
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decent — dark mode, cards, the constrained reader were all fixed in the prior pass. The open
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problems are **expectation-setting, honesty-of-scale, and the recency feed** — not pixels.
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**The single biggest risk:** a new user connects, sees `15 summarized · 256 fetching soon`,
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nothing visibly moves, and never returns. The whole gate dies at that moment. Most P0s below
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attack that one moment.
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## Tagging
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- **`[NOW]`** — improves the product as it is today (sparse, recency-bounded, single-user). Ships
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in the upcoming bundle.
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- **`[LATER]`** — improves the product we hope it becomes (abundance, engagement, multiple users).
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Valuable but premature until real usage validates the core loop.
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Severity: 🔴 breaks the core loop · 🟠 hurts it · 🟡 noticeable · 🔵 polish.
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---
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## P0 — fix before/with the recency ship
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### 1. 🔴 Empty-connected state tells the user to run a CLI command they can't run — `[NOW]`
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**Problem.** After connecting YouTube, the empty list says: *"Run `tapir run` to discover your
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subscriptions."* A friend on the web has no shell. And post-ADR-018 discovery is an in-process
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scheduled loop — so the instruction is wrong *even for the maintainer*. It is the first thing a
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newly-onboarded user sees, and it is an impossible, stale instruction.
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**Principle.** Match between system and the real world; help users recognize, not be blocked
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(Nielsen #1, #2, #9).
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**Proposal.** Replace with a passive, honest "we're working" state: *"Your account is connected.
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Tapir is finding your subscriptions and fetching captions — summaries appear here gradually. Check
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back later."* No command. No imperative the user can't satisfy.
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**Evidence.** `views.templ` `summaryList` → `.empty-connected`.
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### 2. 🔴 No expectation set for *gradual* fill — the return loop breaks at the cliff — `[NOW]`
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**Problem.** Captions are rate-limited by design; the backlog trickles over days. Nothing tells
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the user this. A first visit shows few/no summaries and no "come back" framing. The Stage-0 gate
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is literally about returns, and the product never asks for one or explains why patience is
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warranted.
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**Principle.** Visibility of system status (#1). And: the gate can't be cleared if the UX doesn't
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survive first contact.
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**Proposal.** One honest sentence near the pipeline bar / empty state: *"Tapir fetches captions
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slowly on purpose, to respect YouTube's limits. New summaries land gradually — usually best to
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check back tomorrow."* Turns confusing emptiness into intentional design. Highest-leverage change
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in the review.
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### 3. 🟠 "256 fetching soon" overstates imminence — a lie of scale — `[NOW]`
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**Problem.** The pipeline bar and rate-limited cards both say "fetching soon." For 256 items
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behind a per-IP throttle, "soon" is false — they trickle over days/weeks. Exactly the abundance-
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implying language the mandate forbids, inverted: it makes the *queue* look imminent.
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**Principle.** Honesty of scarcity (project mandate); #1.
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**Proposal.** Relabel by scale. Bar: `15 ready · 256 in queue · 12 no captions`. Card state:
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"In queue" / "Waiting its turn", not "Fetching soon…". Reserve "soon" for items actually next.
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**Evidence.** `views.templ` `pipelineBar`; card State 4.
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### 4. 🟠 Recency boundary is invisible in the feed — `[NOW, ships with recency]`
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**Problem.** Once auto-summarize is bounded to ~7d, a 6-month-old pending video and a 2-day-old
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pending video render identically ("Not summarized" + button). But only one is in the auto path;
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the other will *never* process unless clicked. The user can't tell "be patient, this is coming"
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from "this is yours to trigger or ignore."
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**Principle.** Visibility of system status; predictability (#1).
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**Proposal.** Bucket the list into two sections: **Recent** (auto, will fill itself) and
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**Older — browse / summarize on demand**. Card status language should encode *which side of the
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line it's on*, not the pipeline internals. Central IA decision of the recency change.
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### 5. 🟠 The un-summarized mass buries the ~15 readable summaries — `[NOW]`
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**Problem.** ~268 of 283 cards are not readable (pending / queued / no-captions). Summarized-first
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ordering helps, but the page is still 95% noise below the fold. "Attention is the scarce resource"
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is the product's own principle — and the default view violates it.
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**Principle.** Aesthetic/minimalist design; signal-to-noise (#8).
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**Proposal.** Default view = readable summaries + the Recent bucket. Collapse the older
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un-summarized mass behind *"Show 256 older un-summarized videos."* Collapse the 12 no-caption
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videos into a single line: *"12 videos have no captions"* (terminal, never readable — they don't
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deserve 12 full cards).
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---
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## P1 — high, near-term
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### 6. 🟠 "Summarize now" overpromises against the rate gate — `[NOW]`
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**Problem.** Button says "Summarize now" (title: "Summarize this one now"). Backend queues it
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behind the shared per-IP gate. Click 10 older videos and they all sit at "Fetching soon…". The
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verb sells immediacy the system can't honor.
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**Principle.** Honesty; match system/reality (#1).
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**Proposal.** Drop "now" → "Summarize". On click the card should honestly become "Queued" (it
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already can). Optionally show queue position once the queue is real. Don't engineer the gate
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harder — just stop the verb from lying.
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**Evidence.** `views.templ` card States 4 & 5; `handlers.go` `handleRetryNow`,
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`handleRequestSummarize`.
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### 7. 🟠 Welcome-page copy is stale and misleading post-ADR-019 — `[NOW]`
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**Problem.** Landing sub-copy: *"If you have an invite link, it will set up your account
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automatically."* Invites moved to Authentik (ADR-019); Tapir no longer handles invite links. The
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"Get Started" button goes straight to OIDC. The copy promises a flow that no longer exists.
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**Principle.** Match between system and reality (#2); honesty.
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**Proposal.** Rewrite: *"Tapir is invite-only right now. If you've been invited, sign in below."*
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Single CTA. Also set the gradual-fill expectation here (ties to #2) so it lands before the wall,
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not after.
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**Evidence.** `views.templ` `WelcomePage` → `.welcome-sub`.
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### 8. 🟡 "Queued · waiting for the next run" leaks system jargon — `[NOW]`
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**Problem.** "the next run" exposes the discovery-loop concept; a user doesn't know what a "run"
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is.
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**Principle.** Speak the user's language (#2).
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**Proposal.** "Queued — summarizing shortly." Hide the scheduler.
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**Evidence.** `views.templ` card State 3.
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### 9. 🟡 Filters render before there's anything to filter — `[NOW]`
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**Problem.** The fresh/empty state shows the full Channel/From/To/Filter bar *above* "Connect
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YouTube." Power tooling stacked on top of the one action that matters.
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**Principle.** Progressive disclosure; minimalist design (#8).
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**Proposal.** Hide the filter bar when there are 0 rows (and arguably below ~20). Show the connect
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CTA alone.
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**Evidence.** `fixes/03-empty-fresh.png`; `ListPage` renders `filterForm` unconditionally.
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### 10. 🟡 Date-range filters are dead weight at this scale — `[NOW]` demote / `[LATER]` rebuild
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**Problem.** From/To date pickers + a free-text exact-match Channel field are corpus-scale tools.
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With 15 summaries they're noise; channel-as-freetext is unguessable. (Confirm the prior review's
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#7 is resolved — that `Channel` shows a real channel name, not the `provider` string; seeded
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screenshots suggest it is, live data may differ.)
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**Principle.** Match tool to task; minimalist design.
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**Proposal.** `[NOW]`: reduce to the "Summarized only" toggle (+ maybe channel chips derived from
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present rows). Drop date pickers until the corpus justifies them. `[LATER]`: real channel facets +
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search when there's volume.
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---
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## P2 — reading experience & polish
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### 11. 🟡 Detail leads with Summary; the attention-saving payload (Takeaways) is last — `[NOW]`
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**Problem.** Product promise is "decide what's worth your time." The element that answers that —
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Takeaways / verdict — sits at the bottom. The user reads a full summary to reach the point.
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**Principle.** Lead with the user's actual job-to-be-done.
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**Proposal.** Reorder or add a one-line TL;DR/verdict at top. Takeaways → Highlights → Summary, or
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a "Worth watching?" lede. Data already exists; a reorder, not new machinery.
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**Evidence.** `views.templ` `DetailPage`.
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### 12. 🔵 No "back to Summaries" on detail — `[NOW]`
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**Problem.** Only the brand returns home, losing any filter context.
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**Proposal.** Explicit "← Summaries" link on the detail page.
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### 13. 🔵 Auto/manual toggle copy will be wrong after recency — `[NOW, with recency]`
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**Problem.** Account copy: *"Automatic summarizes every new video as it is discovered."* Becomes
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false once auto is bounded to ~7d.
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**Proposal.** *"Automatic summarizes new videos from the last ~7 days. Older videos stay
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browsable — summarize them on demand."*
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**Evidence.** `views.templ` `AccountPage` summarization section.
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### 14. 🔵 Register step asks acceptance of nonexistent terms — `[NOW]`
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**Problem.** "I accept the terms of use" — no terms linked. For a friends-only tool, ceremony
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accepting nothing.
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**Proposal.** Either link real terms or drop the checkbox at this stage.
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**Evidence.** `views.templ` `RegisterPage`.
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### 15. 🔵 watched/skipped mutual exclusivity unsignaled — `[NOW]` low
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**Problem.** Three independent-looking buttons; watched↔skipped are exclusive (carryover from
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prior review #14).
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**Proposal.** Segmented control for watched/skipped; keep Saved separate.
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---
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## `[LATER]` — premature until the core loop is validated
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_(abundance / engagement / multiple users)_
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- **Return-nudges (digest email / push).** 🔴 **Caution, not just defer.** A notification that
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drives returns *contaminates the exact signal the gate measures* — VISION wants *unprompted*
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returns and admits it can't distinguish prompted from organic. Building a nudge now poisons the
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experiment. Defer until after the gate reads. `[LATER]`
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- **Full-text search across summaries** — needs volume to matter. `[LATER]`
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- **Channel facets / saved filters / sorting** — corpus-scale tooling (#10). `[LATER]`
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- **Read/unread + "new since last visit"** — genuinely helps returns, but only meaningful once
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there is throughput to be "new." `[LATER]`
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- **Saved/queue view, collections** — engagement surface; no payoff at 15 items. `[LATER]`
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- **Richer card previews (top-takeaway as preview, 2–3 lines)** — triage aid that only pays off
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with many cards to triage. `[LATER]`
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- **Backlog progress heartbeat ("N summarized this week", queue burn-down)** — rewards returning,
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but needs real throughput to show motion; a static "last updated X ago" is the only `[NOW]`-worthy
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slice. `[LATER]`
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- **Onboarding tour / multi-step welcome** — over-built for one user + a few friends. `[LATER]`
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---
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## What's already right (don't regress)
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Pipeline-bar concept, the honest "No transcript available" terminal state, the queued/waiting
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spinner instead of a fake-imminent one, the Unavailable-channels surface, the constrained-width
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reader, dark mode, the account danger-zone behind a disclosure. The honesty instincts are present
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— the P0s are about making that honesty *legible and correctly-scaled*, not adding it.
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## Two judgment calls to settle first
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1. **#4 (Recent/Older split) and #5 (collapse the older mass) are one decision viewed twice.**
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Settle the recency-feed IA once and both fall out.
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2. **The return-nudge caution (`[LATER]` list, item 1) is the one to put in writing now** — before
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someone "helpfully" ships an email digest to juice the gate and destroys the signal.
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