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contributor docs: Add a page on design discussions.
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# Design discussions
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We discuss ideas for improving Zulip's user experience, interface, and visual
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design in the [Zulip development
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community](https://zulip.com/development-community/). The purpose of these
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design discussions is to help us make smart, well-informed decisions about
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design changes to the Zulip product. We want Zulip to work great for a diverse
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array of users and organizations, and discussions in the development community
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are an incredibly valuable source of insight and ideas. We welcome all
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perspectives, respectfully shared.
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Most design discussions take place in the [#design][design stream] stream in the
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development community. Discussions about mobile app design happen in
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[#mobile-team](https://chat.zulip.org/#narrow/stream/243-mobile-team), and
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design of the terminal app is discussed in
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[#zulip-terminal](https://chat.zulip.org/#narrow/stream/206-zulip-terminal).
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## Guidelines for all participants
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Everyone is encouraged to participate in design discussions! Your participation
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greatly helps improve the product, especially when you focus your contributions
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on supporting the productivity of the design team. The following guidelines
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should put you on the right track:
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- Always treat other participants in the discussion with respect, regardless of
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whether you agree with their ideas. Ad hominem attacks are never appropriate.
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- Aim to present your feedback precisely, with reasoning, and in as objective a
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fashion as you can manage. E.g., “This button really jumps out at me in a way
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that’s distracting; maybe it’s because of the color has a higher contrast than
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the surrounding components?” is better than, “Can we make that color less
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dark?”.
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- Clarify your feedback if there are follow-up questions or points of confusion.
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However, avoid simply repeating the same points, as it does not move us closer
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to making the best decisions we can.
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- When relevant, highlight information you have beyond your personal opinion.
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E.g., “I moderate a community, and often have to answer questions about how
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this works,” is more helpful than, “This is confusing.”
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- Think about corner cases and interactions with existing features that the
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design will need to handle, and bring up problems with them, especially if they
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are not obvious. (E.g., “This component also appears with a darker background
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in the Drafts UI,” with a screenshot).
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- Present technical considerations _where appropriate_. “X requires
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some refactoring that would take me another hour,” is probably not
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worth bringing up if X would produce a better user
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experience. “Adding X might require removing feature Y,” or “X is
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incompatible with Zulip's security model,” is important to present
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early.
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- If you disagree with someone on the design team, the best way to make progress
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is usually to state your opinions and reasoning clearly and respectfully, and
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then let the other design team members catch up on the conversation. Other
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project members may find your argument persuasive, and may have ideas that
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address your concerns.
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- Don’t forget to express support and appreciation for aspects of
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ideas/work that you like, whether in messages or emoji reactions! It
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helps motivate folks working on Zulip’s design, creates a more
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positive atmosphere, and helps build consensus towards decisions.
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## Guidelines for code contributors
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When you are working on a PR that includes frontend changes, it may be helpful
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to get interactive feedback on the design. The best way to do so is by posting a
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message in the [#design][design stream] stream in the Zulip development
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community. Some situations where this likely to be a good approach:
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- The issue or a comment on your PR specifically asks you to get feedback in the
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[#design][design stream] stream.
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- The issue you’re working on is not specific about some design point, and you
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would like advice.
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- You’ve implemented an issue as described, but the UI doesn’t look good or
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seems awkward to use.
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- You’re prototyping an idea that’s not fully fleshed out.
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Here are some guidelines for requesting design feedback:
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- Start a new topic, or use an existing one if there is a topic linked from the
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issue you’re working on. If you’re starting a new topic, appending the issue
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or PR number (e.g., `#1234`) to the topic name will turn it into a handy link.
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- Summarize the feature you’re working on. You should provide enough
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context for readers to understand your question, and include links
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to any relevant issues or in-progress PRs for additional background.
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- Post screenshots, and screen captures if there is an interaction that
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screenshots fail to show.
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- You may want to post a few screenshots of different options you’re
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considering.
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- Screenshots should show enough of the app to evaluate how the new feature
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looks in its context, but not so much that it’s hard to see the feature.
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- Screen captures should demonstrate the feature with a minimal amount of
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extraneous content.
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- See [here](../tutorials/screenshot-and-gif-software.md) for some
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recommended tools.
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- Post a clear question or set of questions that you need help with. What
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specifically are you looking for feedback on?
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- Since you’ve been working on this issue, you have likely gained some expertise
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in this area. Educate others by sharing any tradeoffs and relevant
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considerations you’re aware of.
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Keep in mind that the Zulip community is distributed around the world, and you
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should not expect to get realtime feedback. However, feel free to bump the
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thread if you don’t see a response after a couple of business days.
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## Guidelines for community moderators
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### General guidelines
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- We generally aim to discuss raw user feedback on the product’s design in
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[#feedback](https://chat.zulip.org/#narrow/stream/137-feedback).
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The [#design][design stream] should be reserved for design aspects that we’re
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actively (considering) working on. This lets the design team focus on
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discussions that are expected to result in actionable decisions.
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- If a discussion that started in another stream has shifted into the design
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phase, moving the discussion to [#design][design stream] helps the design team
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follow the conversation.
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- Discussion of implementation-related decisions should ideally happen in
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[#frontend](https://chat.zulip.org/#narrow/stream/6-frontend). The line can
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sometimes blur (and that’s OK), but we should aim to move (parts of) the
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thread if there is an extensive conversation that belongs in the other stream.
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- [#design][design stream] is a very high traffic stream; don’t let it prevent
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you from doing your own work. It can be helpful to pick particular
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conversations to follow, where you feel that you have insight to share.
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### Improving the quality of discussions
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We should aim to make sure that design conversations are helpful to those who
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are doing the work and/or making the decisions.
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- If a design discussion seems to have been derailed by a tangent or argument,
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consider moving the tangent to another topic so that the conversation can
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refocus on the questions at hand.
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- If the direction of the discussion seems unproductive, you can explicitly
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suggest circling back to a topic where additional discussion seems valuable.
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- If folks seem confused, it can be helpful to educate discussion participants,
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e.g., by pointing them to earlier threads or help pages, or
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clarifying with screenshots.
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- If someone is repeating the same points in a way that’s unhelpful, you can let
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them know that you understand what they are saying and appreciate their
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feedback, but at this point would find it helpful to hear feedback from other
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participants. People may sometimes repeat themselves because they are not feeling
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heard.
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- That said, sometimes the best way to deal with questions or feedback that
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don’t move the discussion forward is to let them go by without comment, rather
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than potentially getting into a protracted back-and-forth that derails the
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thread. Examples of such feedback include unmotivated personal opinions,
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proposals that ignore counterarguments that have already been discussed, etc.
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- It’s totally fine to let the conversation slow down or die, especially if it
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seems to be going off-track. If the decision makers feel that they do not have
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enough feedback yet, they can revive the conversation as needed, and the pause
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can serve as a good reset.
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- If a conversation is going off-track and you are not sure how to fix it, ping
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the product team to intervene and help get the conversion into a better state.
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## Guidelines for decision makers
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### Managing the discussion
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- Decision makers should aim to follow design threads closely and provide input
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early and often, so that conversations don’t get blocked waiting for their
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opinion.
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- Decision makers should actively manage discussion threads when needed in order
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to seek the types of inputs that will help them. This may include outlining a
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set of alternatives to consider, posing questions to dig into someone’s
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feedback, asking for ideas to solve a specific design challenge, etc.
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- Decision makers should explain the reasoning behind their proposed decisions,
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so that it’s possible to identify any gaps in their thinking, and in order to
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build a shared understanding in the community.
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- That said, decision makers are not required to respond to every comment being
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made regarding a proposal, or to answer every question.
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### From discussion to decision
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There is a number of factors that affect when it’s time to move a thread from
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discussion to a decision.
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- For very small decisions, it may be enough to get a sanity-check from one or
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two well-informed community participants.
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- For more significant decisions, one should generally allow at least 1-2 business
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days for discussion, to give core team members time to share their perspective
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if they have something to contribute.
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- Beyond that minimum, the decision makers can move to the decision phase
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whenever they have enough input to make a well-informed decision. Here are
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some situations that would indicate that it’s time to move on:
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- There is general consensus on how to proceed. Or, there is consensus
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between the well-informed participants in the discussion.
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- For a relatively small decision, there is enough useful feedback to
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generate a solid proposal. Especially when the decision results in filing
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a non-urgent issue, it’s fine to write up the conclusions on GitHub, and
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update the issue if more ideas come in later on.
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- If the discussion is primarily rehashing old points, and doesn’t seem to
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be generating additional insights, it’s time to redirect the conversation
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or move on to a decision.
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- If the thread has died down, and the decision makers feel that they have
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enough information to go on. (If they don’t, the thread can be bumped.)
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[design stream]: https://chat.zulip.org/#narrow/stream/101-design
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@ -8,6 +8,7 @@ maxdepth: 3
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contributing
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../code-of-conduct
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asking-great-questions
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design-discussions
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version-control
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code-style
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reviewable-prs
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