Native Alpha Usability Pass — Import Continuity, Responsive Layout, and Secure Launch Direction
Brandon tested the native alpha directly and confirmed that Print to ConCOREdance successfully delivers a PDF into the encrypted Import Review tray. The handoff now registers as a native macOS PDF service, accepts document-open events, queues incoming PDFs when the vault is locked, encrypts originals after unlock, checks duplicate content, and places the result into therapist review.
The test also revealed a discoverability problem: successful import did not make the document's location sufficiently obvious. The revised workflow automatically opens Import, displays an awaiting-review badge in the sidebar, highlights the newest document as just imported, and places filed documents under Documents inside the selected client record.
Brandon then identified serious scrolling and clipping friction. The original shell required more horizontal space than the default window provided and allowed multiple adjacent or nested scroll surfaces to compete for input. The shell now uses one primary vertical scroll surface per workspace, a unified scrolling sidebar, and responsive center content.
The responsive correction improved usability but created a design compromise. At ordinary window widths, the continuity rail and document preview currently integrate beneath the main workspace rather than remaining as a persistent third column. This is clearer and less clipped, but it weakens the immediate visibility of continuity signals and document previews.
Gregory's feedback is requested on the preferred interaction architecture:
- Keep the continuity and document-preview surface integrated below the main workspace.
- Preserve a permanent third column and accept a wider minimum window.
- Convert the surface into a collapsible right-side inspector that remains available without compressing the writing workspace.
The current implementation direction favors the collapsible inspector, but no final design doctrine has been established.
The security roadmap also now includes Touch ID launch unlock and passkey-assisted enrollment or recovery. This must be a real cryptographic unlock: biometric success should release a Keychain or Secure Enclave-protected vault key rather than merely bypassing the password screen. Vault password and recovery-key access remain required fallbacks.
All current automated tests pass: 79 tests, 0 failures.
Decisions
- Treat hands-on usability findings as product requirements rather than cosmetic polish.
- Make the imported-document lifecycle visible before and after filing.
- Keep one clear vertical scroll owner per primary workspace.
- Preserve Touch ID and passkeys as secure key-release or recovery mechanisms, not decorative login gates.
- Request Gregory's design direction before canonizing the final continuity-rail architecture.
Next Actions
- Gregory to recommend integrated rail, permanent third column, or collapsible inspector.
- Refine the selected continuity and document-preview pattern at common Mac window sizes.
- Add PDF text extraction, client suggestions, and category suggestions after the interaction architecture stabilizes.
- Design the production vault-key migration required for Touch ID, Keychain, Secure Enclave, password fallback, and recovery-key support.
- Continue usability testing with synthetic data only.